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078 of 2004 - Budget Amendment No. 2 for FY 2004-2005 B 04-1 B 04-13 SALT LAKE CITY ORDINANCE No. 78 of 2004 (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 21 day of September , 2004. a4 CHAIRPE ON ATTEST: i, CHIEF DEPUTY CI Y ZECORDER Transmitted to the Mayor on 9-29-04 Mayor's Action: ,Approved Vetoed MAYOR ATTEST: (..! _ CHIEF DEPUTY ITY ORDER APPMVED A�TO FORM Salt Lake City Attorney'r Office Date (r- 2'b - cv� BY Or/ `?. - /1.✓1 (SEAL) .�"•"*.. `' ,. Bill No. 78 of 2004. f ',, \ 10-11-04 'r Published: er -, 31 1: rf,---!1_d 14,11 .i%ail G:\Ordinance 04\Amending budget 2005 . ' —' .Ik 3 FY 2005 Initiatives in Budget Amendment #2 —September FY 2005 FY 2006 Initiative Gen. Fund Gen. Initiative Name Amount Impact FTE Fund FTE Impact New Items 1. Impact Fee Adjustment on $104,400 Citygate Study 2. Police SWAT Vests $32,000 3. CIP Class "C" 900 South $945,000 Grants Requiring Existing Staff Resources 4. Police Dispatch Training $3,147 5. Sorenson Computer $15,000 Clubhouse—Intel 6. Crisis Intervention Team $20,000 Training 7. Clean Cities—Utah State $60,000 Grant 8. Sorenson Computer $30,000 Clubhouse—Microsoft 9. Fire—EDM Dispatch $58,985 Equipment Grants Requiring No Staff Resources 10. Emergency Management— $6,000 -0- -0- State of Utah 11. Fire—Homeland Security $37,612 -0- -0- Housekeeping 12. Special Revenue Funds $30,110,738.18 Carryovers 13. General Fund $1,445,618 $1,445,618 -0- Encumbrance Carryover 14. CIP—Impact Fees Cost $2,410,559.90 -0- -0- Center Reallocation 15. CIP—Impact Fees $715,382.62 -0- -0- Adjustment from Fire Training Center 16. CIP—SID Quayle Ave $40,000 -0- -0- 17. Police—Interest Income $9,000 -0- -0- on Local Law Enforcement Block Grant 18. CIP—SID Rose Park $239,000 -0- -0- Lighting Dist 19. Sales Tax Bond $1,477,795 -0- -0- Refinancing 20. Sales Tax Bond Proceeds $17,300,000 -0- -0- Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year Impact Fee Budget Adjustment Cityqate&Associates Study Amendment#2 Initiative#1 Initiative Number Initiative Name • David Dobbins/Sherrie Collins 535-7236/535-6150 Prepared By Phone Number - New Item Enter Grant CFDA#As Applicable Initiative Type 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 $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 83 CIP Contingency $ (104,400.00) 83 CIP Impact Fee Funds $ 104,400.00 Total 0.00 $0 $0 B.Ex•enditures lm.acted b Fund and Source: 1. General Fund Fund Balance Total $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 83 CIP Contingency $ (104,400.00) 83 CIP Impact Fee Funds $ 104,400.00 Total $0.00 $0 $0 C.Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay -Fund Blance 6. Other(Specify) Various 83-Impact Fee Accounts as listed below Total $0.00 $0 $0 13A4-2 1-1 Z003 II IILIQtIVC 41 CilycdtC Study OffSe18/23;Z00410.2G AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Cost Center/ProjectNam - Debit Credit Fund Balance $ 104,400.00 Impact Fee Accounts 83-83761 Impact Fee/Infill Police Facilities $ 3,162.93 83-83762 Impact Fee/Infill Fire Facilities $ 3,408.66 83-83763 Impact Fee/Infill Parks $ 9,266.08 83-83765 Impact Fee/Westside Police Facilitates $ 3,162.93 83-83766 Impact Fee/Westside Fire Facilities $ 3,408.66 83-83768 Impact FeeMWestside Streets $ 35,681.02 83-83769 Impact Fee/Northwest Quadrant Police $ 3,162.93 83-83770 Impact Fee/Northwest Quadrant Fire $ 3,408.66 83-83771 Impact Fee/Northwest Quadrant Parks $ 8,704.06 83-83772 Impact Fee/Northwest Quadrant Streets $ 31,034.07 Totals $ 104,400.00 $ 104,400.00 BA#2 FY2005 Initiative#1 CityGate Study Offset8/18/20042:00 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 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 impactor 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. - In 1999, the City hired Citygate Associates to provide an analysis of the City's Capital Improvement Program. The cost for this plan was $180,000 and was paid 100% with impact fee funds. Only 42% of the study was eligible, however, so the remaining 58% of the cost should be covered by the CIF Contingency Account. For this reason, it is proposed that the City adjust or reimburse the Impact Fee Funds the 58 percent, or $104,400, for the cost of the plan which was ineligible. It is recommended that the City Council adopt the appropriate action to facilitate the necessary reimbursements to impact fees for the ineligible costs of the Citygate Study. 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 2004-05 • Department For Fiscal Year SWAT Entry Vests Amendment#2 Initiative#2 Initiative Name initiative Number Jerry Burton 799-3824 Prepared By Phone Number . New Item nla Initiative Type 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 73-73001 Asset Forfeiture-Fund Balance 32,000 Total $32,000 $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 73-73001 Asset Forfeiture 32,000 Total $32,000 $0 $0 C.Expenditure Impact Detail'. 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 32,000 4. Charges and Services 5. Capital Outlay 6. Other(Specify) • Total $32,000 $0 $0 BA#2 FY2005 Initiative#2 SWAT entry Vests8/23/200410:28 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 aitticult element to identity out is essential to a finding. it is simply identitying wny me 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 department requests $ 32,000 of available fund balance in the Asset Forfeiture Account- Pre Proposition B. Currently total Fund Balance is $ 82,773.98. This will provide funding to purchase 28 high hazard entry vest the current issued vests warranty period expires in October of 2004. The majority of SWAT entry activity is related to Narcotics search warrants. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment CD-Housing and Neighborhood Development 2004-05 Department For Fiscal Year 900 South-Main Street to Jordan River Amendment#2 Initiative#3 Job No. 102004 Initiative Number Initiative Name Max Peterson/LuAnn Clark/Sherrie Collins 535-6136/535-6150 Prepared By Phone Numbers New Item Enter Grant CFDA#As Applicable Initiative Type Not Applicable Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2003-04 FY 2004-05 FY 2005-06 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 83 CIP Class"C" Funds-Fund Balance 945,000.00 Total $945,000.00 $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 83 CIP Class"C"Funds-83-04035 900 South 945,000.00 Total $945,000.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services CIP Fund Balance 04-05 5. Capital Outlay $945,000.00 6. Other(Specify)) Total $945,000.00 $0 $0 BA#2 FY2005 Initiative#3 Eng 900 So Class C.xls9/2/200410:59 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Cost Center/Project Name Debit Credit BA#2 FY2005 Initiative#3 Eng 900 So Class C.xls9/2/200410:59 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 900 So., Main Street to Jordan River Reconstruction project was awarded $1,568,309 of Class "C" Funds in the 01-02 CIP Process and an additional $800,000 of Class "C" during the 2003-2004 CIP Process. The project scope includes reconstruction of deteriorated street to include removal and replacement of pavement, curb, gutter, sidewalk, stormdrainage and traffic control features. Other funding for this project includes $1,390,000 General Fund CIP, $255,000 RDA funds and Property Owners funds in the amount of $300,000. The estimated costs of this project has increased significantly since the application was prepared in September of 2002. Asphalt, concrete and fuel costs have risen substantially this year, the geotechnical investigations during design showed weaker subgrade soils along with a higher percentage of truck traffic requiring a thicker pavement section, and the start date of the major 900 So. storm drain project was delayed from 2003 to 2004. This delay, and to better coordinate the street reconstruction with the storm drain work caused the entire project start date to be changed from 2004 to 2005. The initial budget was based on a 2004 start date. This request is to increase the project budget and cash with $945,000 of Class "C" Fund Balance. It is recommended that the City Council increase the budget by $945,000 to facilitate this project. 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? 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 PD-EMS Dispatch Training 2004-05 Department For Fiscal Year Utah Department of Health Amendment#2 Initiative#4 Bureau of Emergency Medical Services Initiative Number Initiative Name Chris Dunn/Sherrie Collins 799-3541/535-6150 Prepared By Phone Number Grant With Existing Staff Enter Grant CFDA#As Applicable Initiative Type Not applicable State appropriation/surcharges Fiscal Impact of Proposed Change A.Revenue Impacted by Fund and Source: - 1st Year 2nd Year 3rd Year FY 2002-03 FY 2003-04 FY 2004-05 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 Miscellaneous 72 Grant Fund 3,147 Total $3,147 $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 Miscellaneous 72 Grant Fund • 3,147 Total $3,147 $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 6. Other(Specify)Training Fees for Dispatchers 3,147 Total $3,147 $0 $0 BA#2 FY2005 Initiative#4 Police Dept EMS Dispatch8/23/200411:11 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 Police Department Emergency Communications Unit applies for and receives these funds annually from the Utah Department of Health, Bureau of Emergency Medical Services. These funds will be used to send the Units dispatchers to required, continuing medical education (CEM) training for certification and/or continued certification. State law requires Emergency Dispatchers to be Post certified and to maintain their certification. A minimum of 40 hours training is required over a two year period to remain certified. The Communication Unit provides EMD dispatch operations which includes pre-arrival instruction, call triage and dispatch of EMD response unit. Currently the Unit has 47 authorized slots for dispatchers. These funds will be used to train new hires as vacancies are filled. Grant amount is allocated on a per capita bases, based on the number of certified dispatchers State Wide. 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 proiects 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? These funds will be used for PD Dispatchers to receive the required training to become certified and/or remain certified. The PD currently has 47 authorized slots for dispatchers and will use these funds for new hires as vacancies are filled. Question 2 - What is the potential for continued grant funding for the position? It is very probable that the PD will receive these funds as long as State funding is available. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA - The PD will have to pay for the mandatory training from their General Fund budget or require the dispatchers to pay their own training costs. 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? No. 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. Grant is specifically for continued medical education training purposes and certification. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Public Services 2004-05 Department For Fiscal Year Sorenson/Intel Computer Clubhouse Amendment#2 Initiative#5 Initiative Name Initiative Number Sean Martin/Sherrie Collins 908-6234/535-6150 Prepared By Phone Number Grant With Existing Staff CFDA# Initiative Type 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 here,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail here,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail here,add rows if necessary Total $0 $0 $0 4. Other Fund- Misc 72 Grant Fund 15,000 Total $15,000 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail here,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail here, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail here,add rows if necessary Total $0 $0 $0 4. Other Fund- Misc 72 Grant Fund 15,000 Total $15,000 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 15,000 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $15,000 $0 $0 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount Coordinator Position (approx 1/3) 305 15,000 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 2 - Grant funding will be used when the use of the grant money will result in long-term financial savings or 3 - Grant funding will allow the City to build internal capacity to continue the service in the future. 4 - None of the above. Question 'I - Will this grant fund employee positions? YES What programs are funded with this grant and what are the performance measures of each program? This grant will provide funding for the 4th year operating of the Computer Clubhouse located at the Sorenson Multi-Cultural Center. (Department of Public Services) including the partial salary for 1 FTE-Computer Clubhouse Coordinator. The balance of the FTE position will be covered by funds from a CDBG Grant and the Sorenson Technology Center Trust fund. Activities continue to focus on creative expression and scientific exploration including; scanned and computer generated art projects, video production, digital music, multi-media and engineering / robotic projects. Program provides services to approximately 620 youth annually. Question 2 - What is the potential for continued grant funding for the position? This is the last year of The Intel Computer Clubhouse grant. It is the administration's goal to obtain other private and federal funds to make up for the expected ending of Intel funding. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? Yes. The Clubhouse Coordinator position was posted and filled with condition that employment is contingent on continued grant funding. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? Yes. Given the Successful first 3 years of operations, Sorenson Center's management is confident it will continue to meet the goals of the program for the current funding period and beyond. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable? Yes, If new funding is not secured at the conclusion of this grant, there will be a impact on existing services levels to the community. If additional funding is not secured through new grants or savings in other departments, the Computer Clubhouse program's services can be continued, at reduced levels, by existing funded position within the Dept. of Public Services including, the Sorenson Technology Center Manager, part-time staff and volunteers. As stated, the administration is confident that other funding, from private or federal sources, will be secured to continue programming beyond Intel's 4 year grant period. 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. There are no other programs within Salt Lake County that duplicate the Intel Computer Clubhouse program. Other public and private sector organizations do not offer any similar programming to young people in west-side communities in Salt Lake City. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Police Department 2004-05 Department For Fiscal Year Utah State University Amendment#2 Initiative#6 Crisis Intervention Team Training Initiative Number Initiative Name Krista Dunn/Sherrie Collins 535-7159/535-6150 Prepared By Phone Number Grant With Existing Staff Enter Grant CFDA#As Applicable Initiative Type Pass Through grant PO#P0001756 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 20056-07 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 Miscellaneous 72 Grant Fund 20,000.00 Total $20,000.00 $0 $0 B: Expenditures Fmpacted`bv Fundand`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 Miscellaneous 72 Grant Fund 20,000.00 Total $20,000.00 $0 $0 C.Expenditure Impact-Detail 1. Salaries and Wages 12,600.00 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services-Contractual 250.00 5. Capital Outlay 6. Other(Specify) Supplies/Equipment 7,150 Total $20,000.00 $0 $0 BA#2 FY2005 Initiative#6 Police Dept Intervention Training8/23/200410:37 AM Salt Lake City Corporation Management and Fiscal Note Worksheet . for Budget Development and Budget Amendment D.Personnel Service Detail:. FIE- Grade/Step Amount Officer Over-time Coordinator- 16 hrs x 5 Trainings @ 32.00 per hr. 2.600.00 12 Officers x 5 hrs x 5 Trainings @ 32.00 per hr. 10.000.00 Total 12,600.00 BA#2 FY2005 Initiative#7 Police Dept Intervention Training8/18/20042:52 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 Salt Lake City Police Department received this continuation funding from Utah State University to further the Police Officer Crisis Intervention Team (CIT) certification/training program. This training provides officers with crisis mediation and intervention skills needed in dealing with persons who have serious mental illness or developmental disabilities who are involved in law enforcement issues. These funds will be used to continue the City's program in providing training to Officers Statewide. The goal of this project is to conduct 5 trainings for the purpose of training and certifying an additional 50 Salt Lake City Officers and 60 other agency Officers during this funding period. Trainings are conducted in collaboration with the SLCPD, Valley Mental Health, Utah State Division of Mental Health, University of Utah Emergency Room, University of Utah Neuropsychiatric Institute, and other related agencies. NOTE: Officer/Coordinator over-time will only be necessary if Officers who attend certification training or who participate in the preparation of training is off-duty at the time training is held. This grant requires a $5,450.00 match which will be met within the Supplies categorical expenses and is budgeted within the Police Departments General Fund budget. Funding received will be used as follows: $2,600 will be used to pay approximately 80 hours overtime for the CIT Coordinator to work the 5 academy trainings; $10,000 will be used to pay over time expenses of approximately 12 Officers to work 5 hours at 5 academy trainings; $1,150 will be used for supplies which include 32 manuals, printing and mailing the Newsletter, CIT Certification pins and miscellaneous training supplies; $1,800 for a new LCD projector; and, $250. will be used for a contractual component which includes a Human Capabilities Presenter at 5 academy trainings. It is recommended that the City Council adopt the necessary budget to facilitate this grant. This is a continuation grant. A Resolution was previously passed authorizing the Mayor to sign and accept the grant and any additional grants or agreements that stem from the 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. Officer over-time only. What programs are funded with this grant and what are the performance measures of each program? Currently there are approximately 400 certified Officers Statewide. Of these, 100 of these are SLC PD Officers. • Question 2 - What is the potential for continued grant funding for the position? Although not guaranteed, these funds have been made available to the SLC PD for the last 4 years. If funds continue to be available, the PD will continue to request funds. 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? Yes. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable ? Yes. The Statewide program would be discontinued. The City would have the option to continue training it's Officers at a considerable expense to the City. 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. The City in being the lead agency, receives a cost savings in providing training to at least 50 Officers per year. Salt Lake City Corporation Management and Fiscal Note Worksheet } for Budget Development and Budget Amendment Mayor's Office 2004-05 Department For Fiscal Year 04-05 Clean Cities Amendment#2 Initiative#7 State of Utah, Department of Natural Resources Initiative Number Initiative Name Beverly Miller!Sherrie Collins 535-7736/535-6150 Prepared By Phone Numbers - Grant With Existing Staff Enter Grant CFDA#As Applicable Initiative Type 81-041 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:200&-0T 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 Miscellaneous 72 Grant Fund 60,000# Total $60,000 $0 $0 B. Expenditures Impacted by Fund andSource: 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 Miscellaneous 72 Grant Fund 60,000 Total $60,000 $0 $0 C.Expenditure Impact Detail' 1. Salaries and Wages 51,000.00 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay 6. Other(Specify)Travel, Supplies 9,000 Total $60,000 $0 $0 BA#2 FY2005 Initiative#7 Clean Cities8/23/200411:13 AM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D.Personnel Service Detail: FTE Grade/Step.' Amount Clean Cities Coordinator 1 602 40,440.00 Benefits 10,560.00 Total 51,000.00 BA#2 FY2005 Initiative#8 Clean Cities8/18/20044:13 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 Mayor's Office applies for and receives this grant annually from the State of Utah, Department of Natural Resources Energy Office. These funds will be used for the salary, benefits, supplies and travel of the Clean Cities Coordinator. They are awarded for the purpose of continuing the coordination assistance in promoting the use of alternative fuel vehicles (AFV) and the ultimate development of a refueling and vehicle maintenance infrastructure, to educate the public of AFV's and collect and distribute information regarding AFV performance, costs and technology. - It is recommended that the City Council accept the grant and appropriate the necessary budget to facilitate the grant. The necessary resolution was previously adopted, authoring the Mayor to accept the grant and to sing all additional contracts or awards related to the 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 be used to pay the operational expenses to continue the City's Clean Cities program. Question 2 - What is the potential for continued grant funding for the position? Probable. Program has continued to be funded for several years. City will continue to apply as funding is available from State. 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? Yes. Program could be eliminated within the City. 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. These funds are City specific. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Public Services 2004-05 Department For Fiscal Year Microsoft Unlimited Potential Amendment#2 Initiative#8 Initiative Name Initiative Number Sean Martin/Sherrie Collins 908-6234/535-6150 Prepared By Phone Number Grant With Existing Staff n/a Initiative Type 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 here,add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail here, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail here, add rows if necessary Total $0 $0 $0 4. Other Fund Miscellaneous 72 Grant Fund 30,000 Total $30,000 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Include detail here, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail here,add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail here,add rows if necessary Total $0 $0 $0 4. Other Fund Miscellaneous 72 Grant Fund 30,000 Total $30,000 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 30,000 2. Employee Benefits 3. Operating and Maintenance Supply 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $30,000 $0 $0 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount Existing Technology Center grant funded staff 700 30,000 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 Functions: No major impact on the Sorenson Center's structure or organization will occur as a result on the acceptance of this Grant. 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. The Sorenson Multi-Cultural Center has been awarded a new $30,000 cash grant from the Microsoft Corporation. The $30,000. will allow the Sorenson Center to continue existing grant funded program's employment costs for Technology Center staff. Staff works directly with residents, provides community outreach , recruits and trains volunteer mentors, and assists with other Sorenson Technology Center programs and activities. Current Technology Center classes include: Adult and youth open access; adult computer literacy courses. After-school, summer and evening youth computer activities in the Intel Computer Clubhouse. This grant will provide needed resources for the Technology's Center's delivery of services to approximately 630 adults and 620 youth, enrolled in the Sorenson Programs from the surrounding area. The Technology Center partners with various non-profit and community groups including: Detention Alternatives for Responsible Teens (DART), Guadalupe Schools, Salt Lake Community Writing Center and People Helping People. This grant will allow youth to continue activities on creative expression and scientific exploration including; graphic design, scanned and computer generated art projects, video production, digital music creation, multi-media presentations and engineering/robotic projects. It is recommended that the City Council adopt the necessary budget and Resolution authorizing the Mayor to sign and accept this grant and to sign any additional agreements that may stem from 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 2- Grant funding will be used when the use of the grant money will result in long-term financial 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? This grant will provide personal service funding of the Computer Center and Computer Clubhouse of existing positions, located at the Sorenson Multi-Cultural Center. (Department of Public Services) For youth; Activities will continue to focus on creative expression and scientific exploration including; scanned and computer generated art projects, video production, digital music, multi-media and engineering / robotic projects. For Adults, programming will offer free open access and computer literacy activities. Question 2 - What is the potential for continued grant funding for the position? Given the Sorenson Technology Center's successful history of securing grant funds, the administration is confident in acquiring other private and federal funds to continue the positions when this grant has concluded. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? Yes. Seasonal Position are considered temporary and filled with condition that employment is contingent on continued grant funding. Question 4 - Is the program that the grant funds, a program that can accomplish its goals within the grant funding time frame? Yes. Given the last 4 years of operations, Sorenson Center's management is confident it will continue to meet the goals of the program for the current funding period and beyond. Question 5 - Will there be a significant service level impact on the community once the grant funds become unavailable? Yes, If new funding is not secured at the conclusion of this grant, there will be a impact on existing services levels to the community. If additional funding is not secured through new grants or savings in other departments, Technology Center's services can be continued, at reduced levels, by existing funded positions with in the Dept. of Public Services including, the Sorenson Technology Center Manager, part-time staff and volunteers. As stated, the administration is confident that other funding, from private or federal sources, will be secured to continue programming. 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. There are no other programs within the Salt Lake County that duplicate Sorenson Technology Center's adult offerings and the Intel Computer Clubhouse program. Other public and private sector organizations do not offer any similar programming to young people in west-side communities in Salt Lake City. Other community center's offer "computer labs" however nothing to the level of service the Sorenson Center has offered. Including a fully trained and multi-lingual staffing at all times, Salt Lake City Corporation Management and Fiscal Note Worksheet • for Budget Development and Budget Amendment Fire Department 2004-05 Department For Fiscal Year EMD Dispatch Equipment&Training • Utah Department of Health Amendment#2 Initiative#9 Bureau of Emergency Medical Services Initiative Number Initiative Name John Vuyk/Sherrie Collins 799-4210/535-6150 Prepared By Phone Numbers Grant With No Staff Requirement Enter Grant CFDA#As Applicable Initiative Type Not applicable State surcharge appropriation Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: . lstYear 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 Miscellaneous 72 Grant Fund 58,985 Total $58,985 $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 Miscellaneous 72 Grant Fund 58,985 Total $58,985 $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-Dispatch Monitors 58,985 6. Other(Specify) Total $58,985 $0 $0 BA#2 FY2005 Initiative#9 Fire Dept Emerg Med Serv8/23/200411:14 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 applies for and receives these funds annually from the State Department of Health, Emergency Medical Services, to purchase medical equipment and supplies which could include pharmaceuticals, health and safety supplies, ie gloves, masks, safety glasses, et., and defibrillators; and for paramedic on-going training and/or schooling for new recruits. Grant requires a 50% match which is budgeted for within the Fire Department's general fund budget. 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 4 - Will this grant fund employee positions? No. What programs are funded with this grant and what are the performance measures of each program? These funds will be used to purchase medical equipment and provide on-going paramedic training as well as for new recruits. Question 2 - What is the potential for continued grant funding for the position? It is very probable that the Fire Department will receive these funds as long as State funding is available. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA - The Fire Department would need to purchase the necessary equipment and pay for paramedics training from their General Fund budget. 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? No. 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. Grant is specifically for the purchase of equipment and/or continued medical education training purposes and certification. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Manqement Services - Emerq Mqmt 2004-05 Department For Fiscal Year State of Utah -Department of Public Safety Amendment#2 Initiative#10 Division of Homeland Security Initiative Number Initiative Name Mike Stever/Sherrie Collins 535-6030/535-6150 Prepared By Phone Number Grant With No Staff Requirement Enter Grant CFDA#As Applicable Initiative Type CFDA: 97.004 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 here, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail here, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail here, add rows if necessary Total $0 $0 $0 4. Other Fund Miscellaneous Grant Fund 72 6,000 Total $6,000 $0 $0 B. Expenditures Impacted by Fund and Source: ` - 1. General Fund Include detail here, add rows if necessary Total $0 $0 $0 2. Internal Service Fund Include detail here, add rows if necessary Total $0 $0 $0 3. Enterprise Fund Include detail here, add rows if necessary Total $0 $0 $0 4. Other Fund Miscellaneous Grant Fund 72 6,000 Total $6,000 $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 6. Other Total $0 $0 $0 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 Substantial Impact 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 varies from the criteria. Sometimes the answer is as simple as a change in policy or budget but often goes deeper into management or personnel issues. 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. The Emergency Management Services Division receives this annual grant from the Utah Division of Emergency Services and Homeland Security to organize, develop and implement a city wide strategic plan and to organize and implement the Citizen Corps. Council. These funds will be used to defray costs associated with the training and implementation of the Citizen Corp Council in training/educating individuals to be on the Citizen Corps Council and to pay costs associated with marketing and advertising speical events in an effort to promote Citizen Corps community preparedness and family safety measures. The Corps is comprised of various community leaders, local service provider organizations, volunteers, city employees and neighborhood groups. It is recommended that the City Council adopt the necessary budget to facilitate this grant. This is a continuation grant. A Resolution was previously passed authorizing the Mayor to sign and accept the grant and any additional grants or agreements that stem from the 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. This grant relates to 3. 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? Not Applicable. Question 2 - What is the potential for continued grant funding for the position? Not Applicable. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? Not Applicable. 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? Yes, however program and plan should be in place. Program may function at a lower level. 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 - Funds are used for local purposes. 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 Amendment#2 Initiative#11 Office of Domestic Preparedness Initiative Number Initiative Name John Vuyk/Sherrie Collins 799-4210/535-6150 Prepared By Phone Numbers Grant With No Staff Requirement Enter Grant CFDA#As Applicable Initiative Type EMW-2003-FP-02607 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 Miscellaneous 72 Grant Fund 37,612 Total $37,612 $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 Miscellaneous 72 Grant Fund 37,612 Total $37,612 $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-Equipment 37,612 6. Other(Specify) Total $37,612 $0 $0 BA#2 FY2005 Initiative#11 Fire Dept Homeland Security.xls9/2/20042:44 PM Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment D. Personnel Service Detail: FTE Grade/Step Amount No Impact BA#2 FY2005 ►nitiative#11 Fire Dept Homeland Security.xls9/2/20042:44 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 Fire Department applied for this grant from the US. Department of Homeland Security, for Fire Prevention and Safety Programs. The Department proposes to use these funds to support their Juvenile Fire setter Intervention Program and Risk Watch. These programs will provide counseling services to youth and families who have been identified and referred to the Department by either parents, schools, mental health providers or the Police Department, in an effort to reduce the number of incidents of youth fire setting in Salt Lake City; and to provide safety and hazard prevention education in Salt Lake City elementary and middle schools. The Fire Department will use these tunds to develop and produce manuals and brochures which includes contracting with a graphic designer and copy writer and to purchase training videos and other supplies as necessary. The Grant requires a 30% match or $16,119.00 of funds which the Fire Department has budgeted for within their general fund budget. It is recommended that the City Council pass the necessary resolution allowing the Mayor to sign accept the grant on behalf of Salt Lake City and to sign any future grant agreements that stem from this grant; and appropriate the necessary budget to facilitate the 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? These funds will be used to develop and produce manuals an brochures and other supplies necessary to facilitate the program. This is a new program and statistic are not available. Question 2 - What is the potential for continued grant funding for the position? The Fire Department will continue to apply for this grant if available at the Federal level. Question 3 - Is it expected that the positions can be eliminated once the grant funds are unavailable? NA - The Fire Department would need to purchase the necessary equipment and pay for paramedics training from their General Fund budget. 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? Yes -program will cease to be provided unless other fund savings can be found with the Fire Departments general fund budget. 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 Management Services 2004-2005 - Department For Fiscal Year Special Revenue Funds Carryovers Amendment#2 Initiative#12 Initiative Name Initiative Number Elwin Heilmann 535-6424 Prepared By Phone Number Housekeeping Initiative Type Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2004-05 FY 2005 06 F1,2006-07 1. General Fund (detail below) Total 0.00 $0 $0 2. Internal Service Fund (detail below) Total' 0.00 $0 $0 3. Enterprise Fund (detail below) Total 0.00 $0 $0 4. Other Fund (detail on appendix) CDBG Operating Fund (71) 3,279,139.10 Grants Operating Fund (72) 17,168,507.23 Other Special Revenue (73) 832,983.42 0 0 Housing Fund (78) 3,266,701.33 Donations Fund (77) 5,563,407.10 Total 30,110,738.18 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund (detail below) 0 0 Total 0.00 $0 $0 2. Internal Service Fund (detail below) Total 0.00 $0 $0 3. Enterprise Fund (detail below) Total 0.00 $0 $0 4. Other Fund (detail on appendix) CDBG Operating Fund (71) 3,279,139.10 Grants Operating Fund (72) 17,168,507.23 Other Special Revenue (73) 832,983.42 Housing Fund (78) 3,266,701.33 0 Donations Fund (77) 5,563,407.10 Total 30,110,738.18 $0 $0 C.Expenditure Impact Detail` Charges and Services 30,110,738.18 Total 30,110,738.18 $0 $0 FY01 BA#3 fiscal note Sugar House Park.xls 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 City will not be able to complete projects in the CDBG Operating Fund, Miscellaneous Grants Fund, Miscellaneous Special Revenue Fund, Housing Special Revenue Fund and Private Donations Fund if this amendment is not approved. F. Issue Discussion Criteria is a definition of what is expected or what can be expected. It provides a basis for comparison without which analysis can't 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 or personnel issues. 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. City Council has in the past approved carryover budgets in these funds in order to complete the started projects. After June 30, 2004, the spending authority of any remaining amounts held by these funds lapsed. Without Council action, the City cannot finish the started projects. Budgets in special revenue funds by state statute lapse at fiscal year end. It is recommended that the Council approve the carryover budgets for these special revenue funds Request FY05 SpRev Carry Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Management Services 2004-05 Department For Fiscal Year _ General Fund Encumbrance Carryovers Amendment#2 Initiative#13 Initiative Name Initiative Number Elwin Heilmann 535-6424 Prepared By Enter Phone#of Contact Person Housekeeping-encumbrance carryover N/A Initiative Type Enter Grant CFDA#As 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 1,445,618 Total $1,445,618 $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 Departments (detailed below) 1,445,618 Total $1,445,618 $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` Attorney 24,224.00 Community&Economic Development 301,790.00 Council 515,630.00 Fire 20,405.00 Mayor 7,368.00 Management Services 147,678.00 Non Departmental 63,775.00 Police 77,508.00 Public Services 287,240.00 **Note***detail at the cost center, object and document level is available in the Finance Rm 248 $1,445.618.00 $0 $0 BA#2 FY2005 Initiative#13 Gen Fund Encum Carryover8/23/200411:19 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 This action has no impact on the FY2005 balanced scorecard business plan measurable goals and targets. 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: General Fund departments comparison to budget includes encumbrances that are outstanding at fiscal year end. Historically, the Council has appropriated fund balance to provide a means to "hold harmless" the General Fund departments prior year encumbrances. Without Council action, the General Fund departments' Fiscal 2005 appropriation will be forced to fund encumbrances outstanding at fiscal year end. The encumbering of funds at contract inception or purchase order issuance causes a timing difference between the "earmarking" of funds for an expenditure and the actual expenditure It is recommended that the Council approve the budget for the outstanding encumbrances in the General Fund. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development - 2004-05 Department For Fiscal Year Impact Fee Cost Center Adjustments Amendment#2 Initiative#14 Initiative Name Initiative Number David Dobbins/Sherrie Collins 535-7236/535-6150 Prepared By Phone Numbers Housekeeping Enter Grant CFDA#As Applicable Initiative Type 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 FY2006=07• 1. General Fund Include detail in this cell, add rows if necessary $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 0.00 $0 $0 a Expenditures Impacted by Fund and:Source 1. General Fund Total $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 All Impact Fee Cost Centers $ (2,410,559.90) CIP 83 Impact Fee Police-New Cost Center $ 474,118.72 CIP 83 Impact Fee Fire-New Cost Center $ 928,383.64 CIP 83 Impact Fee Parks-New Cost Center $ 489,997.62 CIP 83 Impact Fee Surcharge Parks-New Cost Center CIP 83 Impact Fee Streets- New Cost Center $ 518,059.92 CIP 83 Impact Fee Surcharge Streets- New Cost Center Total $ - $0 $0 G ExpenditurelmpactOetail 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#2 FY2005 Initiative#14 Impact Fee Cost Ctr Reallocation8/18/20044:31 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. As of 6/30/04 and after adjustments made as per this budget opening, the City will have approximately $2,410,559.90 in impact fee revenue. The Administration is proposing that all impact fee funds be recaptured from their current "holding" accounts and be reallocated to new service area cost centers. Currently there are 10 cost centers associated with Impact Fee areas which include Infill Police, Infill Fire, Infill Parks; Westside Police, Westside Fire, Westside Streets; and Northwest Quadrant Police, Northwest Quadrant Fire, Northwest Quadrant Parks and Northwest Quadrant Streets. This proposal would recapture funds within all cost centers and combine those funds into one Impact Fee cost center per service area. This would create six service area cost centers: Impact Fees Police, Impact Fees Fire, Impact Fees Parks, and Impact Fees Streets, as well as, two cost centers for Impact Fees Surcharges for Parks and Streets for projects located in the northwest quadrant. This Action will correct the improper placement of the fees into separate cost centers. This will also enable more efficient administration and oversight of the impact fees. It is recommended that the City Council adopt the appropriate action to facilitate this proposal. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year Impact Fee Budget Adjustment Amendment#2 Initiative#15 Fire EOC/Training Center Initiative Number Initiative Name David Dobbins/Sherrie Collins 535-7236/535-6150 • Prepared By Phone Numbers Housekeeping Enter Grant CFDA#As Applicable Initiative Type 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 $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 0.00 $0 $0 4�.�•Iail•�I{�li 4 lul•YI•i{ ��•P .�III•�liT•��L111�►i ' 1. General Fund Total $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 83-03081 - Fire EOC/Training Center $ (715,382.62) 83-83770-NW Quad Fire-Impact Fees $ 250,000.00 83-83766-West Side Service Area Fire- Impact Fees $ 232,691.31 83-83762-Infill Service Areas Fire-Impact Fees $ 232,691.31 Total $0.00 $0 $0 C Expenditure Impact lletait 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $0 $0 DA#2 rY2ooz, linbativ,,413 I,,ipaut k..0/10,20044.30 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. in 2003, the Fire Department requested impact fees in the amount of $750,000 to purchase vacant property for construction of a Fire EOC/Training Center. An initial amount of $34,617.38 of these funds was spent for consulting fees and soil samples of the site. Based on findings of the soil samples and the consultants recommendations, the Fire Department did not purchase the property. This action recaptures the remaining funds in the amount of $715,382.62 and returns them to the original Fire Impact Fee accounts for future use. It is recommended that the City Council adopt the appropriate action to recapture the remaining $715,382.62 of Fire EOC/Training Center funds and reallocate the funds to the Impact Fee Accounts from where they were drawn. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment CD-Housing and Neighborhood Development 2004-05 Department For Fiscal Year Quayle Avenue Reconstruction Amendment#2 Initiative#16 Job No. 102113 Initiative Number Initiative Name Max Peterson/LuAnn Clark/Sherrie Collins 535-6136/5356-6150 Prepared By Phone Numbers Housekeeping Enter Grant CFDA#As Applicable Initiative Type Not Applicable Fiscal Impact of Proposed Change - A.Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2003-04 FY 2004-05 FY 2005-06 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-83-04047-Quayle Ave SID 40,000.00 Total $40,000.00 $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-83-04047-Quayle Ave SID 40,000.00 Total $40,000.00 $0 $0 - C.Expenditure Impact-Qetail" 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services CIP Fund Balance 04-05 5. Capital Outlay $40,000.00 6. Other(Specify) ) Total $40,000.00 $0 $0 BA#2 FY2005 Initiative#16 Eng CIP SID Quayle Ave6/19/20049:45 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 Quayle Avenue, 900-1000 W, Reconstruction project was funded $120,000 of General Fund monies and the SID budget was established in the amount of $75,000 during the 2003-2004 CIP Process. The project scope includes design and construction of curb, gutter, sidewalk and roadway. Currently, plan preparation is nearing completion and a detailed estimate has been prepared for the • notice of intent to award. The estimated cost of the project is $264,000. This request is to increase the SID budget by $40,000. The reasons for the increase is that the 15% City Special Improvement District administration cost was not anticipated when the original SID estimate was made and street pavement cost is higher due to concrete price increases. It is recommended that the City Council increase the SID budget by $40,000 to $115,000 to facilitate this 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 2004-05 Department For Fiscal Year Interest Estimate for LLEBG 2002 Amendment#2 Initiative#17 Initiative Name Initiative Number Jerry Burton 799-3824 Prepared By Phone Number Housekeeping Ma Initiative Type CFDA Number Fiscal Impact of Proposed Change • A. Revenue Impacted by Fund and Source: 1st Year _ 2nd Year 3rd Year. . _ FY 2004-0 5 FY 20.05-06 FY 2006-0T 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 i $0 $0 $0 3. Enterprise Fund Include detail in this cell, add rows if necessary Total $0 $0 $0 4. Other Fund 72-20305 Local Law Enforcement Block Grant Interest 9,000 Total $9,000 $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 72-20305 Local Law Enforcement Block Grant 9,000 Total $9,000 $0 $0 C.Expenditure Impact Detail` 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance Supply 9,000 4. Charges and Services 5. Capital Outlay 6. Other(Specify) Total $9,000 $0 $0 BA#2 FY2005 Initiative#17 LLEBG interest8/19/20049:53 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 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 manaryamant 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 2002 Local Law Enforcement Block Grant began in October of 2002. The original adopted budget consisted of the grant award and local cash match and was required to be kept in an interest bearing account. This accumulated interest must be spent along with the grant. As of June 30, 2004, the accumulated interest for this grant is $ 7,641. It is anticipated that the grant will receive another $1,360. of interest before the end date of the Grant. This request is to increase the original budget by the $9,000. to facilitate the expenditures of the program income earned.. - It is recommended that the Council increase the appropriate budget to accept the program income earn( 'r8 Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Community Development 2004-05 Department For Fiscal Year Rose Park_SID.Adjustment Amendment#2 Initiative#18 Initiative Name Initiative Number Tim Harpst I Gordon Haight 535-7236/535-6150 Prepared By Phone Numbers Housekeeping Enter Grant CFDA#As Applicable Initiative Type 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 $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 83 CIP 83-04045 Rose Park SID-property owner assessment 0 0 $314,330 Total 314,330.00 $0 $0 B. Expenditures Impacted by Fund and Source: 1. General Fund Total $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 83 CIP 83-04045 Rose Park SID $314,330 0 0 Total $314,330.00 $0 $0 C. Expenditure Impact Detail 1. Salaries and Wages 2. Employee Benefits 3. Operating and Maintenance 4. Charges and Services 5. Capital Outlay $314,330 6. Other(Specify) Total $314,330.00 $0 $0 BA#2 FY2005 Initiative#18 Rose Park SID Increase.xls9/23/200412:08 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 City Council approved a preliminary assessment amount of $561,000 for the Rose Park Street Lighting SID. That amount needs to be changed to $800,000 to reflect the full amount that is estimated will be collected from the property owners in the district. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Management Services/Treasurer FY 2004-05 Department For Fiscal Year Appropriation of Series'04 Sales Tax Bond Debt Service Amendment#2 Initiative#19 Initiative Name Initiative Number Dan Mule/Randy Hillier 6411 /6641 Prepared By Phone Number Housekeeping Type of Initiative CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2003-04 FY 2004-05 FY 2005-06 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 New Debt Service CC:Series 2004 Sale Tax Debt Service 1,477,794 81-81820 1974-05 Total 1,477,794 $0 $0 B. Expenditures Impacted by Fund and Source: 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 Reversed Transfer from CIP to MBA 83-05006 2910-13 (2,481,658) Sales Tax 2004 Debt Service 83-05008 2910-11 1,477,79 Series '04 Sales Tax Bond Principal 81-81820 2811 1,250,00 Series '04 Sales Tax Bond Interest 81-81820 2821 193,381 Series '04 Sales Tax Bond Bond Expenses 81-81820 2825 34,413 FY 05 CIP Holding Account(Savings) 83-05099 1,003,86 Total 1,477,795 $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 6. Other(Specify) Total $0 $0 $0 BA#2 FY2005 Initiative#19 Sales Tax Bond Refinancing.xls9/2/200412:59 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: The newly issued Series 2004 Sales Tax Bonds are being used to refund the Series 1993A MBA Bonds. As such, the $2,481,657.50 which was appropriated for debt service on the Series 1993A MBA Bonds will need to be redirected since it is no longer needed for Series 1993A debt service. In this amendment, the funds intended to fund the debt service for the Series 1993A MBA Bonds will be recaptured. $1,477,794 of these recaptured funds are then distributed to fund Series 2004 Sales Tax Bonds principal and interest payments as well as other bond related expenses. A savings of $1,003,864 is also redirected into the FY 05 CIP Holding Account for use toward CIP projects at the Council's discretion. Salt Lake City Corporation Management and Fiscal Note Worksheet for Budget Development and Budget Amendment Management Services/Treasurer FY 2004-05 Department For Fiscal Year Sales Tax Serie 2004 Bond Proceeds Amendment#2 Initiative#20 Initiative Name Initiative Number Dan Mule/Randy Hillier 6411 /6641 Prepared By Phone Number Housekeeping Type of Initiative CFDA Number Fiscal Impact of Proposed Change A. Revenue Impacted by Fund and Source: 1st Year 2nd Year 3rd Year FY 2003-04 FY 2004-05 FY 2005-06 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 Sales Tax Bond 81-81820-1980 17,300,000 Total $17,300,000 $0 $0 B. Expenditures Impacted by Fund and Source: 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 Sales Tax Bond 81-81820-2910-13 17,045,720 Sales Tax Bond Cost of Issuance 81-81821-2825 254,280 Total $17,300,000 $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 6. Other(Specify) Total $0 $0 $0 BA#2 FY2005 Initiative#20 Sales Tax Bond Proceeds.xls9/2/20041:02 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, 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 cl►tticu/t element to identity out 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: To record bond proceeds for the Sales Tax Series 2004 Bonds as well as the associated costs of issuance, and to transfer to the MBA Fund the required amount to payoff the MBA Series 1993A Bonds.