No preview available
 /
     
2024-2025 Final BudgetCITY OF KALISPELL MONTANA FINAL BUDGET DOCUMENT FISCAL YEAR 2024-2025 CITY OF KALISPELL FINAL BUDGET INDEX - FY2025 CITY MANAGER BUDGET MESSAGE: ........................................................................................... i - xi EXHIBITS: ......................................................................................................................................... ...1- 23 GENERAL FUND: 1000 GENERAL FUND REVENUE AND SUMMARY ........................................................................ i – ii 1000 GENERAL FUND APPROPRIATION SUMMARY ................................................................. iii – iv 1000 GENERAL GOVERNMENT OPERATIONS CHART………………………………………………..v 400 GENERAL GOVERNMENT ................................................................................................................... 1 401 CITY MANAGER .................................................................................................................................... 2 401 HUMAN RESOURCES ........................................................................................................................... 3 402 CITY COUNCIL ...................................................................................................................................... 4 402 CITY CLERK ........................................................................................................................................... 5 403 FINANCE ................................................................................................................................................. 6 404 CITY ATTORNEY .................................................................................................................................. 7 406 MUNICIPAL COURT ............................................................................................................................. 8 410 PUBLIC WORKS ADMINISTRATION ................................................................................................. 9 412 CITY FACILITIES MAINTENANCE .................................................................................................. 10 413 POLICE .......................................................................................................................................... 11 – 14 416 FIRE DEPARTMENT .................................................................................................................…... 15 420 PLANNING & ZONING DEPARTMENT ............................................................................................ 16 480 COMMUNITY DEVELOPMENT ......................................................................................................... 17 SPECIAL REVENUE FUNDS: PUBLIC SAFETY: 2230 AMBULANCE ................................................................................................................................. 1 – 3 2956 FIRE GRANTS ...................................................................................................................................... 4 2957 HAZMAT GRANT ................................................................................................................................ 5 2958 HAZMAT SUSTAINMENT GRANT…………………………………………………………………..6 2399 PUBLIC SAFETY IMPACT FEE FUND ........................................................................................ 7 – 8 2273 EMERGENCY RESPONDER LEVY…………………………………………………………….. 9- 12 2915 HOMELAND SECURITY STONEGARDEN GRANT ...................................................................... 13 2916 DRUG ENFORCEMENT GRANT ...................................................................................................... 14 2917 DUI GRANT…………………………………………………………………………………………. 15 2919 LAW ENFORCEMENT BLOCK GRANT ................................................................................. .16– 17 2951 OPIOID SETTLEMENT………………………………………………………………………………18 2394 BUILDING CODE ENFORCEMENT ......................................................................................... 19 – 21 PUBLIC WORKS: 2400 LIGHT MAINTENANCE ............................................................................................................ 22 – 25 2420 GAS TAX ..................................................................................................................................... 26 – 27 2421 BaRSAA……………………………………………………………………………………………….28 2500 SPECIAL STREET MAINTENANCE/ STREET DEPT. / SIGN & SIGNAL ............................ 29 - 35 2825 MACI GRANT .................................................................................................................................... 36 2826 2 MILE DRIVE IMPROVEMENT PROJECT……………………………………………………….37 2827 4 MILE DRIVE PATH POROJECT………………………………………………………………….38 PARKS: 2210 PARK IN LIEU .............................................................................................................................. 39-40 2215 PARKS REVENUE AND FUND SUMMARY ................................................................................... 41 436 PARKS MAINTENANCE…………………………………………………………………………..42-44 440 ATHLETIC COMPLEX....................................................................................................................... 45 431 RECREATION PROGRAMS .............................................................................................................. 46 448 YOUTH CAMPS.................................................................................................................................. 47 445 AQUATIC FACILITY ......................................................................................................................... 48 436 PARKLINE TRAIL .............................................................................................................................. 49 2600 URBAN FORESTRY DISTRICT ................................................................................................. 50-52 2601 DEVELOPER TREES ................................................................................................................... 53-54 COMMUNITY DEVELOPMENT: 2880 COMMUNITY DEVELOPMENT LOAN REVOLVING................................................................... 55 2881 COMMUNITY DEVELOPMENT LOAN REVOLVING #2.............................................................. 56 2886 COMMUNITY DEVELOPMENT MISCELLANEOUS .............................................................. 57- 58 2887 RURAL DEVELOPMENT GRANT ................................................................................................... 59 2888 RURAL DEVELOPMENT GRANT #2............................................................................................... 60 2865 RENEWABLE RESOURCE GRANT……………………………………………………………….. 61 2866 MCEP GRANT………………………………………………………………………………………...62 2867 WIIN GRANT…………………………………………………………………………………………63 2941 CDBG GRANT………………………………………………………………………………………...64 2953 EPA BROWNFIELDS ASSESSMENT GRANT……………………………………………………..65 2955 EPA BROWNFIELDS REVOLVING LOAN FUND ......................................................................... 66 2974 AIRPORT GRANT……………………………………………………………………………………67 2992 SAFE STREET FOR ALL GRANT…………………………………………………………………...68 2930 EECBG GRANT………………………………………………………………………………………69 TIFS & OTHER: 2180 DOWNTOWN TIF ........................................................................................................................ .70-71 2188 TAX INCREMENT-WESTSIDE ................................................................................................... 72-74 2310 OLD SCHOOL STATION TECHNOLOGY TIF ................................................................................ 75 2311 OLD SCHOOL STATION INDUSTRIAL TIF ................................................................................... 76 2312 GLACIER RAIL PARK TEDD………………………………………………………………………. 76-78 2372 HEALTH FUND-PERMISSIVE LEVY .............................................................................................. 79 DEBT SERVICE FUNDS: DEBT SERVICE SUMMARY ....................................................................................................................... 1 CAPITAL PROJECT FUNDS: 4150 FIRE PUMPER………………………………………………………………………………………….2 4290 SIDEWALK AND CURB CONSTRUCTION ...................................................................................... 3 4393 AMERICAN RECOVERY ACT ........................................................................................................... 4 ENTERPRISE FUNDS: 5210 WATER OPERATIONS / BILLING ................................................................................................ 1-9 5211 WATER SYSTEM IMPACT FEES………………………………………………………………...10-11 5310 SEWER OPERATIONS / BILLING .............................................................................................. 12-19 5310 WASTEWATER TREATMENT PLANT ..................................................................................... 20-24 5311 SEWER SYSTEM IMPACT FEES………………………………………………………………..25-26 5349 STORM SEWER ............................................................................................................................ 27-33 5348 STORM SEWER IMPACT FEES………………………………………………………………….34-35 5510 SOLID WASTE.............................................................................................................................. 36-40 5720 AMERICAN RESUCE PLAN INFRASTRUCTURE CONST………………………………………41 INTERNAL SERVICE FUNDS: 6010 CENTRAL GARAGE ................................................................................................................... … 1-3 6030 INFORMATION TECHNOLOGY ............................................................................................... … 4-6 COMPONENT UNITS: 7855 TOURISM BUSINESS IMPROVEMENT DISTRICT ................................................................... 1-16 2701 BUSINESS IMPROVEMENT DISTRICT ................................................................................... .17-20 FIVE YEAR CAPITAL IMPROVEMENT PLAN: GENERAL FUND, AMBULANCE, BUILDING, & SPECIAL STREET MAINTENANCE ..................... 1 PARKS, FORESTRY, AIRPORT, & WATER ............................................................................................... 2 SEWER, WASTEWATER TREATMENT PLANT, STORM & SOLID WASTE ........................................ 3 CENTRAL GARAGE & INFORMATION TECHNOLOGY ........................................................................ 4 i City of Kalispell OFFICE OF THE CITY MANAGER 201 First Avenue East Kalispell, MT 59901 April 22, 2024 Honorable Mayor Mark Johnson Members of the Kalispell City Council 201 1st Avenue East Kalispell, MT 59901 Mayor and Council, This letter is to serve as the transmittal document for the Fiscal Year 2025 preliminary budget for municipal operations. This message summarizes the proposed budget and guiding principles for establishing the respective appropriations. This year’s budget is reflective of the environmental circumstances the City of Kalispell has been facing over the recent history as we have been faced with rising costs of doing business, especially found in construction projects and capital equipment replacement. These inflationary costs are magnified by the enhanced costs of maintaining an appropriate schedule of maintenance and replacement of infrastructure needs throughout the city, emerging conditions to address, and the provision of services to meet the demands of a growing community. While there are increasing cost centers within this year’s budget to address these challenges, there are also areas that are being used to mitigate the impact on the local taxpayer as we seek funding opportunities to leverage available resources. In past years, we have avoided deferring needed improvements, recognizing that this approach can create larger challenges in the future. This year’s budget presentation follows that same strategy, investing in capital projects and operational components to maintain the quality of services delivered by the organization, yet maintaining a long-term outlook that requires flexibility and resiliency. Previous budgets have recognized the challenge Montana municipalities face with limitations on available revenues. As state law restricts municipalities to one half the average rate of inflation for the prior three years, and new growth that has occurred from development, there is limited opportunities to enhance the level of services, especially in the current environment where high inflation magnifies the gap between costs we experience and available resources to address the needs. This challenge was taken to the public this past year with the request for, and subsequent approval by the community of a dedicated emergency responder levy that will add emergency response personnel and equipment to address the public safety needs facing the City of Kalispell. The implementation of this dedicated levy is highlighted throughout the budget and marks a significant investment by the community to support these respective services. In addition to the growing needs being addressed in our public safety departments, our other departments are also faced with the challenges of maintaining services amid inflationary and community impacts. Our enterprise funds have been at the forefront of discussions as we address infrastructure improvements, a growing community, and a responsive approach to emerging developments. These challenges carry into other areas of operation, including, but not limited to, Development Services and Parks and Recreation. This year’s budget looks to ii address needs throughout the organization to prevent falling behind in respective areas, while at the same time, taking a realistic approach to available resources as we maintain a long-term view for the organization. This year’s budget is presented within our fiscal policies, built on a foundation of maintaining a 20% reserve within our general fund. To achieve this, appropriations within the budget represent technological and operational improvements that create efficiencies and limit the need for additional personnel in some cost centers. While there are up-front costs to software, we do save on the ongoing costs of personnel and the challenges of a changing labor market. The more we can enhance efficiency in our operations, the better suited we are for long-term service. While these investments don’t eliminate the need for new personnel in some of our departments, they do help to mitigate the need. The Council has historically desired to be 1-2 mills below our property tax limitation. Currently, the proposed budget does not account for that target. However, the proposed budget has made strides in decreasing the gap between expenditures and revenues. Last year’s final budget had approximately $875,000 more in expenditures than available revenues (a scenario we had discussed for several years as we invested in personnel in our public safety departments as we built toward the dedicated emergency responder levy). This year’s budget is narrowing that gap as the proposed budget has cut that number by almost 50% with a revenue gap of approximately $450,000. I highlight this, as though we are making strides, we still need to be cognizant of this reality and continue to take a cautious approach to new investments, personnel, and programs. I anticipate additional carry-over funds from the fiscal year 2024 budget providing the Council with the opportunity to meet the traditional goal of being below the maximum mill levy. This will be determined when we receive final valuations in August. Finally, this budget continues to address our utilities and enterprise funds which grow in proportion to the demands we are experiencing. Keeping up with these areas has been a focus for this governing body over the last decade with updating infrastructure plans and associated rate studies. The past attention by the governing body in this area should be noted, as previous investments provide the resiliency to manage current challenges, including adapting to new environmental regulations regarding emerging contaminants, specifically PFAS, which requires further investments in our water infrastructure and is also anticipated to impact our bio-solids program. Both areas have significant projects proposed in this year’s budget to address these challenges. I am pleased to present the FY25 proposed budget and am comfortable in the recommended appropriations, the expected service levels resulting from this funding distribution, and the efforts to position our services in the future. I am comfortable this spending plan provides the Kalispell City Government with a foundation to move us into the future and face our respective challenges. This transmittal letter is not intended to identify all the specifics of the budget document, but rather provide an overview of the revenues, expenditures, fund levels, unique attributes, and significant budget related activities of the organization. Moreover, as changes will be implemented between the preliminary budget and final adoption, numbers in this document may be different than the numbers in the budget document itself. iii RELEVANT TOPICS FACING THE CITY OF KALISPELL Traditionally, I spend time at the beginning of the transmittal letter reviewing recent accomplishments within the municipality as a foundation for the upcoming fiscal year. This year, however, instead of a review, I will spend some time in this section to highlight several of the areas of focus that pertain to the budget or impact service delivery, both now and into the future. Recognizing some of the issues we are facing can aid in providing context for the budget and provide a framework for some of the needs and work plans within the document itself. Areas to highlight within this section include infrastructure, land-use, urban renewal, and housing development. INFRASTRUCTURE The City of Kalispell has spent a significant amount of resources on infrastructure in the past. This holds true for this year’s proposed budget and will continue to be a source of attention in the future. Our utilities operate and are guided by modeling and projected areas of development within the municipality. These facility plans provide a roadmap for infrastructure maintenance and buildout. In the past, there have been some challenging discussions as we have faced large and expensive projects, such as the Westside Interceptor, the tower and wells project, and large road improvements, such as 4th Avenue East. As we look back, had we not implemented these projects, our utility and infrastructure system would be falling behind, making it that much more challenging to sustain the respective systems. This year’s budget not only includes updates to the facility plans, but also large infrastructure projects. These include, but are not limited to: 1) emerging contaminant mitigation driven by new regulation and mandates, specifically related to PFAS and lead service lines, 2) a biosolids facility that is back on our capital plan now that the county has elected to not move forward with that project, 3) improvements in our Wastewater Treatment, including the EQ Basin and fermenter rehabilitation, 4) lift station improvements, and 5) road and drainage improvements including 3rd Avenue East and Two-mile Drive. The focus on infrastructure is highlighted by the approximately $90 million in expenditures within our Water and Sewer funds, with the bulk of that attributed to capital projects, many of which continue to be supported by grant funding, including an anticipated $12-15 million for mitigation of emerging contaminates (PFAS and lead service lines), and $3.3 million in a Federal appropriation for Two-mile drive. LAND USE In the last legislative session, a series of bills were passed that dealt with land use and growth- policy development. Due to the controversial nature of some components of these bills, there is a current injunction on two bills. The primary bill, SB382, remains in litigation while the two injunctions are under appeal. However, the legislative requirements of SB382 remain for municipalities. As such, we continue moving forward with the requirements which will establish new growth plans, annexation boundaries, and zoning across the municipality. This legislation emphasizes community participation at the front of the growth plan development, when there are not specific projects, but rather conceptual development. Because of this, over the next year, we will be focused on public outreach at the respective stages to garner public input as the new growth plan is developed. iv URBAN RENEWAL Efforts continue moving forward with reaching the goals of our Urban Renewal plans. The two major Urban Renewal Areas, the Westside and Downtown renewal areas have proposed projects in this year’s budget, focusing on improving the road and drainage infrastructure in the respective areas. It is also anticipated that projects will emerge in the downtown corridor to complement the Safe Streets for All planning project currently underway and in the Westside area with potential projects emerging with the acquisition of additional land from BNSF. Respective Urban Renewal plans create specific strategies and goals that guide improvement projects in the respective areas. As an example, previous public investments in the Urban Renewal Area have facilitated private investment, including multiple multi-family housing and commercial developments, both of which were specific goals of the plans. With the proposed infrastructure projects in this year’s budget, we can continue investing in these areas to enhance the overall economic and quality of life experience. HOUSING Below is a figure from the 2023 Construction, Subdivision and Annexation Report, identifying the historical Single Family, Duplex/Townhomes, and Multi-family building permits issued on an annual basis. Housing will continue to be at the forefront as Development Services look to bring us into compliance with the previously mentioned SB382. I also anticipate housing being part of the discussion once again during the upcoming legislative session as municipalities are faced with supply and demand challenges and the impacts on communities, labor force, and development. v PROPOSED FY25 BUDGET AT A GLANCE Major highlights and conditions of the proposed FY25 budget include the following: ➢ Property tax is the primary source of revenue for the general fund. It is limited by the allowable inflationary index as identified in state statutes and the development of new growth. These two variables present respective challenges in sustaining operations, and in establishing the preliminary budget, as follows: o Inflationary index: Municipalities are prevented from keeping up with the rate of inflation. State law limits inflationary growth to one-half the average rate of inflation for the prior 3 years (MCA 15-10-420). Hence, while the inflationary rate may be 7%, we are limited to an inflationary increase that is below that amount per state law. This allowable increase doesn’t account for the increase in inflationary cost of materials and supplies. For this fiscal year, we are estimating the inflationary index at 2.8%, though actual realized costs exceed that percentage. o Municipalities also receive additional revenue through new growth within the tax base. While we don’t receive the growth numbers until early August, we can look at recent history to provide estimates. Our average growth increase in the property base over the past 4 years has been approximately 3.25%. With growth and inflation combined, it is quickly recognizable that inflationary pressures have an impact on the ability to provide municipal services. It is this reality that led us to request the emergency response levy, just as Great Falls, Missoula and Helena have attempted or are in the process of submitting to the voters (Missoula and Helena’s elections are on June 4). Much like last year, this year’s preliminary budget is assembled with a vision toward the future. Recognizing the fiscal limitations based on inflation and growth, it is important to be cautious with adding new programs or initiatives, especially those with ongoing expectations. This year, outside of the voter approved dedicated levy for emergency response, we are increasing resources in some additional departments as necessary to meet demands of increasing workloads within current programming. We continue to stay conservative in the addition of new programs without a dedicated revenue source. While we place an emphasis in adding resources that streamline efficiencies with emerging technology, we are looking to add Assistant Directors in both our Development Services and our Parks and Recreation Departments as workloads are reaching the point where we simply need to add personnel. ➢ The recent passage of the Emergency Responder Levy is a significant component of this year’s budget as we implement the levels of service that the public voted for. Cost components within this budget will be analyzed with the revenue generated as we can levy up to 60.9 mills on an annual basis. Major items contained within this effort include the following for the upcoming year: o Hiring and outfitting of 11 Law Enforcement personnel, including 8 patrol officers, 2 detectives, and a crime analyst. o Hiring of 12 Firefighter/Paramedics (EMT’s). This initial round of hiring will staff a dedicated fire response unit and provide resources to better respond to the continuum of calls received. vi o Desigin and planning for the construction of the third fire station. We are currently submitting applications for Community Development Block Grant funding for preliminary design work and potentially a Community Facilities Grant to assist in funding for the construction of the station. We will continue to look for available funding sources to best leverage the dedicated levy funds. o Refurbishment of an ambulance with an updated chassis to extend its useful life rather than the full cost of a replacement ambulance. o An additional engine is planned to be ordered to support the third station. We anticipate delivery of an order to be 2-3 years. o Just like the general fund, we have put together a 10-year forecast for the dedicated levy, estimating revenue and expenditures (see the graph below). This forecast serves as a useful guide for decision making and will be updated on an annual basis to keep revenues and expenditures in balance. Like the general fund, we will have to wait until the valuations are released in August to finalize the budget (and the 10-year forecast). ➢A new fund has been established for the $3.3 million Federal Appropriation we are receiving for stormwater, road, and sidewalk improvements on Two-mile Drive. The appropriation allows us to improve this specific section that might otherwise not be addressed. ➢We continue to see significant development and redevelopment activity within the Westside and Downtown Redevelopment Districts. The Charles Hotel project and corresponding Parking Structure are planned improvements, having just received extensions. Several multi-family developments are anticipated to be completed this year, adding housing opportunities in the redevelopment areas which address an identified goal in the respective plans. While these are private, or public/private partnership projects, we also anticipate additional public investment in the areas identified in the Urban Renewal Plans, including infrastructure improvements in both areas. vii ➢Last year, Council authorized the acquisition of a parcel on the west side of town that is currently owned by BNSF. We have been waiting for BNSF to take the next steps toward the closing of this parcel. We are hopeful this parcel will close soon so we can move forward with the annexation and inclusion of this parcel in the Westside Urban Renewal District. This parcel lends itself to use as recreational/community development project due to its proximity to the Parkline and other trail connections. ➢Several planning projects continuing from last year will take substantial resources, including: o The Highway 93 trail design project. Upon completion of this design effort, we will look toward grant funding for the implementation of the project. o Senate Bill 382. While this legislation is currently being challenged in the court system, our efforts are underway for the completion of an updated growth plan and associated requirements under 382, as it has timelines that need to be met if it is not overturned. We have applied for funding that will aid in the development of this planning effort, including updating our infrastructure facility plans, which are part of the proposed budget. o Safe Streets for all is a current planning effort in the Downtown Corridor to help guide the development within this Urban Renewal Area. This planning effort has the potential to lead into a demonstration project funded through the Safe Streets for All program and the into a possible full implementation project the blends with the Downtown Urban Renewal Plan to complement each other with respective improvement projects. o The Solid Waste business plan development has been reaching timeline benchmarks throughout the past year with updates and discussions at the Council level. With each benchmark, we have received direction leading up to the completion of the master plan and planned adoption later this year. This plan will help guide our operation as we identify service delivery levels and operation programs within the Solid Waste Enterprise. ➢As noted above, Council has held work sessions on the Solid Waste Master plan that will help in forecasting revenues and expenditures, rate schedules and operations for the future. Our Streets Fund has also been in front of Council this year, seeking direction on service levels as we complete forecasts and potential rate schedules. Both service reviews are anticipated to be completed by the adoption of the final budget in August, with final decisions potentially leading to changes from the preliminary budget. ➢Equipment replacement is in accordance with our Capital Improvement Plan/previous rate structure forecasts. Adjustments occur annually, based on the respective needs of a department. By identifying capital needs as part of our planning efforts, replacement becomes a practice, helping us maintain equipment that operates as needed and is replaced accordingly. Moreover, when challenges emerge through unexpected breakdowns, our base levels allow us to maintain a responsiveness and adapt to the respective circumstances, such as when we needed to bring our patrol fleet back to an appropriate level after facing systemic challenges that placed multiple cars in a repair condition. viii ➢Large infrastructure projects are scheduled with this year’s budget, including water improvements and biosolids management. Though many of the projects have been planned and have been incorporated in past rate studies, it is important to note the responsiveness of our Public Works department to identify and submit applications for emergency contaminant funding, which we anticipate receiving. This may be able to address the recent EPA regulation of PFAS with minimal expense to our utility customers. The biosolids project is back our planning process. It had been removed as Flathead County was looking at including this as part of their use of ARPA funding in conjunction with a county-septic facility. As those plans have changed, we are placing it back into our program of work as it is a needed facility as part of our Wastewater Treatment efforts. ➢Another area that will aid in mitigating rate increases to our taxpayer is to focus efforts for street and stormwater improvements within our Urban Renewal Areas. The adopted Urban Renewal Plans include goals for these improvements. Focusing on the needs in these areas will allow us to address infrastructure with Urban Renewal Funds and defer assessment increases while maintaining the same level of activity in our work plans. ➢Health insurance costs from MMIA are projected to increase by 9% as compared to 7.5% last year. GENERAL FUND REVENUE Property tax is the primary revenue source within the general fund. As we do not receive final property valuations for the current year until the first week in August, we are required to forecast revenues based on trends we are experiencing. For FY25, we are projecting an increase from last year’s projection, reflective of the anticipated properties adding to the total market value in Kalispell. To the side is a graphic representation of our revenues by their respective sources. ix GENERAL FUND EXPENDITURES Expenditures in the General Fund are recommended at $16,196,655. Expenditure categories are broken down in the figure to the left. In this year’s budget, capital is down in the general fund, yet there are significant additions in equipment as part of the dedicated levy and its separate fund. SPENDING LEVELS BY DEPARTMENT IN GENERAL FUND The following table provides a comparison of general fund departmental expenditures from FY24 to FY25. The table is included to demonstrate the funding levels for respective activities in this year’s recommended budget as compared to the previous year. Changes may be indicative of large capital items, significant additions to departmental responsibilities, or other changes in operation and maintenance costs. General Fund Departments FY2024 Adopted Budget FY2025 Proposed Budget % change City Manager $256,604 $275,596 7.40% Human Resources $304,472 $392,102 28.78% Mayor/Council $168,641 $206,004 22.16% City Clerk $171,906 $187,894 9.30% Finance $366,873 $474,834 29.43% Attorney $747,486 $837,283 12.01% Municipal Court $465,845 $482,007 3.47% Public Works $75,820 $90,878 19.86% City Hall $454,640 $625,571 37.60% Police $6,746,728 $6,894,095 2.18% Fire $4,880,703 $4,641,194 -4.91% Planning Department $366,637 $450,225 22.80% Community Development $20,456 $21,161 3.45% x The following graph represents the portion of each department as a percentage of the general fund. SPECIAL REVENUE AND ENTERPRISE FUND REVENUES, EXPENDITURES, AND BALANCES Below is a table of the Special Revenue and Enterprise Funds, with their related revenues, expenditures, and fund balances. While the funds, especially some of the enterprise funds, may show some variability due to capital projects, the operating balance as a percentage of revenues is a quick indicator for relative confidence in the health of a fund. Additionally, we have placed graphic representations of fund health into the budget document. This representation estimates the fund revenues, expenditures, and balance for upcoming fiscal years. Fund Revenues Expenditures Balance Operating Balance as a % of Revenue SPECIAL REVENUE FUNDS Parks $2,838,310 $3,274,718 $567,022 19.98% Emer. Responder Levy* $4,600,000 $4,600,000 $0 0.00% Forestry $676,350 $750,593 $953,474 140.97% Ambulance $1,415,000 $1,502,778 $17,475 1.23% Building Department $1,270,000 $1,480,649 $2,802,646 220.68% Light Maintenance $470,700 $505,127 $861,377 183.00% Street Maintenance $3,497,291 $4,419,680 $3,198,474 91.46% ENTERPRISE FUNDS Water $46,111,806 $51,691,702 $5,834,419 12.65% Sewer $33,052,250 $38,020,221 $11,498,287 34.79% Stormsewer $2,639,236 $4,120,510 $4,132,205 156.57% Solid Waste $1,945,828 $2,561,031 $735,669 37.81% *Balance in the Responder Levy is being applied toward the construction of Station 63 xi PERSONNEL COMPENSATION AND BENEFITS Efforts have been made on an annual basis to provide equity across the organization as it pertains to compensation. This process includes a market-based survey for every position in the organization that incorporates an average of five data points representing municipalities with populations larger than Kalispell and 5 data points representing municipalities with populations smaller than Kalispell to establish a classification range for our employees. This market review occurs approximately every three years, coinciding with the first-year negotiations of labor agreements. This year, all our labor agreements are current and include a base adjustment of 4.5%. The benefit of our system is the market is reviewed every three years for each position, allowing us to maintain competitive, yet responsible, in our compensation strategy, knowing that every three years there will be a market adjustment, if needed, as part of the classification process. Health care increases for MMIA are projected to increase by 9% for FY25. To maintain lower rates, MMIA participates in reference-based pricing and continues to encourage employees to participate in their wellness program activities, which are designed to avoid long-term cost exposures. CONCLUSION The fiscal year 2025 budget continues to be a representation of the past work of the City Council, primarily in taking an aggressive approach to planning and the follow-up implementation of adopted plans. This is most evident in our facility plans for related infrastructure needs, but is also represented in other areas, such as our Urban Renewal Plans and our departmental planning, such as police and fire, which provided a foundation and road map that led to the successful passage of the dedicated levy. The implementation of these efforts can be found in the preliminary budget document. These projects are represented by the award of grant funds, direct appropriations, and the dedicated levy. The focus on planning throughout the organization allows us to develop a budget with an organized process, comfortable that projects that are being funded have been planned and analyzed as part of a larger effort. The proposed budget is presented as the upcoming fiscal plan for the City of Kalispell. The work of the City Council and staff in establishing strategic efforts is appreciated as it provides guidance for budget appropriations. With this acknowledgement, I present the proposed FY25 budget. Respectfully, Douglas R. Russell City Manager page 1 Budget Certification 2 Listing of Officials 3 General Statistical Information 4 Resolution No. 5578 - General Fund Unassigned Fund Balance Policy 5 Personnel Schedule-10 year history of FTE's 6-7 Master Salary & staff fund splits 8 2024 Certified Taxable Valuation Information 9 Mill Levy Calculation-Dept. Of Revenue 10 Mill Levy History 11 Administrative Transfer Formula 12 Information Technology Transfer 13 Central Garage Transfer 14 Debt Obligation Schedule - All Funds 15 Chart - General Fund - Fund Balance History 16 Chart - Total City Budget by Department 17 Organization Chart 18-19 All Funds - Recap of Revenue, Expenditures/Expenses and Cash 20 All Funds - Recap of Expenditures/Expenses by Function 21-23 Tax Levy Requirements Schedule EXHIBITS CITY OF KALISPELL City of Kalispell Budget Certification THIS IS TO CERTIFY that the Final Budget for Fiscal 2025, was prepared according to law and approved by the Kalispell City Council on August 19, 2024; and that all financial data and other information set forth herein are complete and correct to the best of my knowledge and belief. Signed G--� Mark John� Signed M� D�City Manager 1 Date �, , q - -z..-o vf Date <f -/ 9 � ..2 Y 2 CITY OF KALISPELL 2025 FINAL BUDGET ELECTED OFFICIALS Manager/Council form of Government Mayor Mark Johnson 12/2025 Council members: Kari Gabriel Ward I 12/2027 Jessica Dahlman Ward III 12/2025 Sandy Carlson Ward I 12/2026 Ryan Hunter Ward III 12/2027 Sam Nunnally Ward II 12/2027 Sid Daoud Ward IV 12/2027 Chad Graham Ward II 12/2026 Jed Fisher Ward IV 12/2025 Other City Officials: City Manager Doug Russell Attorney Johnna Preble Police Chief Jordan Venezio Fire Chief Dan Pearce Finance Director Aimee Cooke City Treasurer Carrie Jones City Clerk Aimee Brunckhorst Municipal Judge Alison Howard Public Works Director Susie Turner Parks Director Chad Fincher Planning Director Jarod Nygren Human Resource Director Denise Michel Information Technology Director Erika Billiet Kalispell Helena Whitefish Class of City 1st 1st 2nd Date of Organization 1892 1864 1903 County Flathead Lewis & Clark Flathead Form of Government Council/ Manager Council/ Manager Council/Manager Number of employees (non-elected) fiscal year 2023 206 375 119 Seasonal employees 82 150 20 Elected Mayor, Council persons, Municipal Judge 10 6 8 Population of the City - US Census Estimates 32,136 35,540 9,983 Land area - acre 8,128 10,816 4,608 Registered Voters (active):12,683 -5,147 Taxable Valuation 2023 75,980,296 98,664,045 79,090,582 City Services: Police protection Fire Department, Ambulance Service and Building Inspection Parks & Recreation Community Development Public Works-Streets, Water, Sewer, Wastewater Treatment, Storm Sewer General Administration-City Manager, Attorney, Finance, City Clerk, Municipal Court Planning, Human Resources Number of building permits issued FY23 299 292 175 Miles of Streets & Alleys 170 264 117 Municipal Water/Sewer: Number of water consumers 9,245 14,198 4,429 Number of Sewer consumers 10,238 14,907 4,295 Average daily water consumption (millions)4.05 5.9 1.45 Miles of water main 159 252 103 Miles of sewer main 148.3 200 87.18 Miles of storm main 44.6 71 36.57 Water rate per 1,000 gallons 3.27$ 4.5 3.96 Sewer rate per 1,000 gallons 8.62$ 4.63 7.22 Irrigation per 1,000 gallons 3.27$ 4.5 3.34 Customer service costs each (water $10.99/sewer $15.21) per monthly billing period.(wtr $9.26 /swr $10.12)(wtr $37.80/swr 23.36) PROPERTY TAX MILL LEVIES FY2024 General Fund/Parks Department 120.6 Permissive Health Levy 16.15 TOTAL 136.75 CITY OF KALISPELL, MONTANA Miscellaneous Statistics (unaudited) 3 1 . 1. WHEREAS, the City Council acknowledges that the City of Kalispell, as a local government, is vulnerable to economic uncertainty, unanticipated events, credit rating assignments, and potential shortfalls in revenue cycles within any respective budget year; and WHEREAS, it is the desire of the City Council that the city sustain a strong financial foundation for unassigned fund balances, but to also uphold a financial culture that does not sacrifice the provision of municipal services merely for the sake of fiscal targets; and WHEREAS, the Government Finance Officers Association in Best Practice "Appropriate Level of Unrestricted Fund Balance in the General Fund" identifies that a general purpose government, regardless of size, should maintain an unrestricted fund balance in its general fund of no less than two months (16.7%) of general fund operating revenues or expenditures;" and WHEREAS, the City Council hereby finds that it is prudent and in the best interests of the city to establish a specific policy to guide the development and maintenance of the level of unassigned fund balance within the general fund. NOW THEREFORE BE IT RESOLVED by the Council of the City of Kalispell, Montana that: SECTION I. The targeted ending unassigned fund balance in the general fund shall be 20% of the annual general fund revenues for that respective fiscal year. SECTION H. Should events occur that require the use of the unassigned fund balance that lowers it below the 20% level, budgeting adjustments shall be made in the following year that realigns the unassigned fund balance toward, if not to the 20% amount. SECTION III. Unassigned fund balances above 20% will be budgeted toward municipal operations so as to not create an excessive unassigned balance of taxpayer provided funds. PASSED AND APPROVED BY THE CITY COUNCIL AND SIGNED BY THE MAYOR OF THE CITY OF KALISPELL, THIS 20TH DAY OF AUGUST, 20 2. Tammi Fisher ATTEST: Mayor i Theresa White City Clerk 4 actual actual actual actual actual actual actual actual actual final budget FTE FY16 FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 Manager 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 Human Resources 1.50 1.50 1.50 1.50 1.50 1.50 2.00 2.00 2.00 2.00 City Clerk 1.33 1.33 1.33 1.33 1.33 1.33 1.33 1.33 1.33 1.33 Finance 3.20 3.20 3.20 3.20 3.20 3.20 3.20 3.20 3.20 3.20 Attorney 4.67 4.67 4.67 4.67 5.67 5.67 5.67 5.67 5.67 5.67 Court 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 DPW 0.25 0.25 0.25 0.25 0.25 0.25 0.20 0.25 0.25 0.25 City Hall 1.45 1.45 1.45 1.45 1.45 1.45 1.45 1.45 1.45 1.45 Police 42.00 45.75 46.75 46.75 47.75 48.75 48.75 51.00 51.00 51.00 Parking 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Fire 22.50 22.50 22.50 22.50 21.50 22.50 25.50 25.50 25.50 25.50 Prevention/Fire inspection 0.80 0.80 0.40 0.40 0.40 0.40 0.40 0.40 0.40 0.40 Planning & Zoning 4.25 4.05 3.95 3.95 3.95 3.15 3.15 3.15 3.15 3.75 add .6 Dep Dir Dev Ser 0.60 Community Development 0.75 1.00 1.00 1.00 1.00 1.00 1.00 0.60 0.10 0.10 5 General Fund total 89.70 93.50 94.00 94.00 95.00 96.20 99.65 101.55 101.05 101.65 change General Fund 0.60 Emergency Levy Fund 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 23.00 11 KPD / 12 Fire Fighters 23.00 Parks & Rec Fund 9.80 10.60 10.60 10.80 10.80 10.80 11.80 11.80 11.80 13.70 1 caretaker/.9 Dep Dir 1.90 Forestry 1.80 2.00 3.00 3.80 3.80 3.80 3.80 3.80 3.80 3.90 add .1 Dep Dir Parks 0.10 Building 5.20 6.75 8.65 8.65 8.65 8.45 8.45 9.45 9.45 9.65 add .2 Dep Dir Dev Ser 0.20 Police Grants 2.00 2.00 2.00 2.00 1.00 1.00 3.00 1.00 1.00 1.00 Fire - Safer Grant 0.00 0.00 0.00 0.00 0.00 1.00 0.00 0.00 0.00 0.00 Street Maint 12.25 13.25 13.25 14.25 14.40 14.40 14.55 15.75 15.75 16.75 add 1 streets 1.00 Sign/signal 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 Light District 1.25 1.25 1.25 1.25 1.40 1.40 1.25 1.35 1.35 1.35 Water & billing 15.30 15.30 15.30 15.30 15.50 15.50 15.75 15.95 15.95 16.20 .25 water resource manager Sewer & billing 7.55 7.55 7.55 8.05 8.25 8.25 8.50 8.65 8.65 8.90 .25 water resource manager WWTP & lab 8.55 8.55 8.55 8.55 8.55 8.55 8.55 9.65 9.65 9.90 .25 water resource manager Storm 6.20 6.20 7.20 7.70 7.85 7.85 8.00 8.15 8.15 8.40 .25 water resource manager Solid Waste 7.40 7.40 7.40 7.40 7.55 7.55 7.45 8.50 8.50 8.50 TEDD/Comm. Dev./TIF 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.40 0.90 1.10 add .2 Dep Dir Dev Ser 0.20 Ambulance 9.50 9.50 9.50 9.50 9.50 9.50 9.50 9.50 9.50 9.50 Central Garage 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 3.00 Information Tech 2.55 2.55 2.55 2.55 2.55 5.55 5.55 6.00 6.00 6.00 TOTALS 185.05 192.40 196.80 199.80 200.80 205.80 211.80 217.50 216.50 244.50 Total changes 27.00 10 year History of Full-Time Equivalent Employees City of Kalispell CITY STAFF FUND SPLITS FY2025Salaries lowest to highest Ge n e r a l Par k s Rec r e a t i o n For e s t r y Bu i l d i n g Am b . Str e e t s Lig h t i n g Wa t e r Sew e r WW T P Sto r m Ga r b a g e Ga r a g e Inf o . T e c h n o l o g y Co m . D e v . Gra n t s EM S L e v y 1 City Manager $178,002 1 1.00 1 Human Resources Director $131,168 1 1.00 1 Asst. HR Administrator $76,191 1 1.00 1 City Clerk $102,771 1 1.00 1 Video/Media Specialist $72,809 1.00 1.00 1 Finance Director $120,039 0.7 0.15 0.15 1.00 1 Assistant Finance Director $91,496 0.5 0.25 0.25 1.00 1 City Treasurer $75,961 1 1.00 1 Accounts Pay/Utility billing clerk $47,794 0.5 0.25 0.25 1.00 1 Assessments Coordinator $75,690 0.50 0.05 0.10 0.05 0.05 0.05 0.10 0.10 1.00 1 City Attorney $135,238 1 1.00 1 Adjutant Attorney $113,274 1 1.00 2 Assistant Attorney $97,384 $99,973 2 2.00 1 Attorney Secretary/Deputy Clerk $74,980 1 1.00 1 Attorney Secretary $63,350 1 1.00 1 Municipal Judge $118,724 1 1.00 1 Clerk of Municipal Court $77,193 1 1.00 2 Court Clerk $45,832 $48,922 2 2.00 1 Facilities Maintenance/janitor $49,339 1 1.00 1 Planning Director $127,974 0.65 0.35 1.00 2 Planning/Bldg Office Administrator $50,801 $57,984 0.5 1.50 2.00 1 Planning Deputy Director $93,647 0.6 0.20 0.20 1.00 2 Planner II $64,644 67234 2 2.00 2 GIS Coordinator $63,162 73853 2.0 2.00 1 Building Official $100,266 1.0 1.00 7 Building/Fire Inspector $61,638 $86,527 0.4 6.6 7.00 2 Information Technology $66,461 $78,885 2.0 2.00 1 Information Technology Director $126,846 1.0 1.00 1 Police Chief $127,598 1 1.00 3 Captains $102,166 $104,880 3 3.00 8 (7) Sergeants (1) Lieutenant $80,242 $92,561 8 8.00 32 (31) Patrol (1) Court Security $50,571 $84,564 24 8 32.00 1 Drug Officer team member $71,607 1 1.00 6 Detective / Crime Analyst $69,489 $73,216 3 3 6.00 4 Resource Officer/patrol $72,725 $87,278 4 4.00 1 PD Records Manager $60,907 1 1.00 1 PD Evidence Clerk $49,339 1 1.00 1 Animal Control $50,571 1 1.00 2 Parking Enforcement $52,680 $54,601 2 2.00 4 Records Division $45,832 $51,010 4.00 4.00 1 PD Secretary $51,532 1 1.00 6 Gen e r a l Par k s / K Y A C Rec r e a t i o n For e s t r y Bui l d i n g Am b . Stre e t s Lig h t i n g Wa t e r Sew e r WW T P Sto r m Gar b a g e Gar a g e Info . T e c h n o l o g y Com . D e v . Gra n t s EM S L e v y Salaries lowest to highest 1 Fire Chief $145,366 0.5 0.5 1.00 1 Asst. Fire Chief $104,880 0.5 0.5 1.00 5 (3) Captain (1) Coordinator (1) T.O.$86,037 $112,045 3 2 5.00 3 Lieutenant $99,540 $107,603 3 3.00 6 Engineer $89,581 $97,743 6 6.00 24 Firefighter/paramedic $78,225 $103,210 7 7 10 24.00 6 Firefighter/EMT $87,585 $90,405 5 1 6.00 1 Ambulance Billing Clerk $71,200 0.5 0.5 1.00 1 Public Works Director $145,534 0.05 0.20 0.20 0.15 0.20 0.10 0.10 1.00 1 Deputy Public Works Director $111,792 0.05 0.20 0.10 0.20 0.15 0.10 0.15 0.05 1.00 1 Engineer III $98,512 0.25 0.25 0.15 0.10 0.25 1.00 1 Asst. Civil Engineer $73,247 0.40 0.60 1.00 1 Engineer I $73,247 0.25 0.20 0.20 0.20 0.15 1.00 1 Engineer $74,228 0.15 0.15 0.20 0.20 0.15 0.15 1.00 1 Budget Resource Manager $103,356 0.05 0.15 0.05 0.15 0.15 0.15 0.15 0.15 1.00 1 Water Resource Manager $102,479 0.25 0.25 0.25 0.25 1.00 1 Office Manager $70,637 0.05 0.15 0.20 0.20 0.10 0.10 0.20 1.00 1 Administrative Assistant $43,618 0.20 0.20 0.20 0.20 0.20 1.00 1 Utility Superintendent $97,823 0.60 0.40 1.00 1 Superintendent $97,823 0.05 0.50 0.05 0.05 0.05 0.30 1.00 1 Engineering Tech $66,127 0.25 0.25 0.25 0.25 1.00 1 WWTP Manager $93,430 1 1.00 1 Environ Spec/Industrial Pretreatment $87,738 1 1.00 2 Construction Manager $85,629 $86,756 0.50 0.50 0.50 0.50 2.00 7 1 Central Garage Foreman $70,032 1 1.00 2 Mechanics $58,151 $59,612 2 2.00 1 Street Maintenance Supervisor $81,703 1 1.00 1 Assistant Maintenance Supervisor $75,815 1 1.00 11.85 Street Maintenance & Repair $50,509 $65,062 11.85 11.85 3 Street -Traffic Sign & Signal, Light mnt.$55,917 $64,937 2.0 1.0 3.00 1 Water Foreman $64,540 1 1.00 9.1 Water Maintenance & Repair $51,177 $81,996 9.1 9.10 2 Water/ Sewer Billing Clerk $43,618 $44,184 1.25 0.75 2.00 1 Meter Reader $47,522 0.5 0.5 1.00 1 Sewer Foreman $71,890 0.5 0.5 1.00 4 Sanitary Sewer Operator $51,176 $56,084 4.0 4.00 1 Environmental Coordinator $78,091 1 1.00 3.45 Storm Operators $45,114 $56,084 3.45 3.45 5 WWTP Operator $56,480 $67,234 5 5.00 2 WWTP Lab Chemists $60,218 $72,537 2 2.00 1 Solid Waste Foreman $67,442 1 1.00 6.1 Solid Waste Operators $49,924 $64,331 6.1 6.10 1 Director Parks & Rec.$134,843 0.80 0.10 0.10 1.00 1 Deputy Director Parks & Rec.$93,647 0.80 0.10 0.10 1.00 1 Administrative Specialist $57,232 0.80 0.20 1.00 1 Parks Superintendent $90,828 0.15 0.55 0.30 1.00 1 Parks Foreman $81,703 1.0 1.00 1 Arborist Supervisor $64,853 1.00 1.00 9 Parks Caretaker (includes Forestry)$49,339 $63,621 0.30 5.55 1 2.15 9.00 1 Recreation Superintendent $85,086 1 1.00 2 Recreation Programmer $49,339 $50,008 2 2.00 1 Assistant Director of CD $105,945 0.10 0.9 1.00 244.50 Total (excluding Council)101.65 9.5 4.2 3.90 9.65 9.5 18.75 1.35 16.20 8.9 9.9 8.4 8.5 3 6 1.1 1 23 244.50 2; 5 s,408,208,936 S 83,476,794 )2,331,555 S 76,762,572 O€PARTM€NT Of 2024 Certified Taxable Valuation lnformation (1s-10-202, MCA) Flathead County CITY OF KALISPELL Certified values are now available online at property.mt.tov/cov 1. 2024 Total Market Valuel...... 2.2024 f o:;,l Taxable Value2... 3. 2024 Taxable Value of Newly Taxable Property.. 4. 2024 Taxable Value less lncremental Taxable Va 1ue3............... 5. 2024 Taxable Value of Net and Gross Proceedsa (Class 1 and Class 2).........S (27,490\ Base Taxable Value lncremental Value KALISPELL C 72,952,74I 7,932,9L8 5,019,223 KALISPELL DOWNTOWN 2,827,O85 1,565,094 L,L6L,99L GLACIER RAIL PARK TEDI 338,874 7 ,O57 331,8r7 KALISPELL H 2L,969 126 27,843 KALISPELL G L79,738 390 779,348 Total lncremental Value S 6,774,222 Preparer Holly Dale Date 8/5/2024 lMarket value does not include class 1 and class 2 value 2Taxable value is calculated after abatements have been applied 3This value is the taxable value less total incremental value of all tax increment financing districts aThe taxable value of class 1 and class 2 is included in the taxable value totals For lnformation Purposes Only 2024 taxable value of centrally assessed property having a market value of 51 million or more, which has transferred to a different ownership in compliance with 15-10-202(2), MCA. l. Value lncluded in "newly taxable" property S ll. Totalvalue exclusive of "newly taxable" property s Note special district resolutions must be delivered to the deoartment by the first Thursday after the first Tuesday in september, 09/05/2024. or within 30 calendar days after the date on this form 7-11-102s(g), MCA. The county clerk and recorder must orovide mill levies for each taxinp iurisdiction to the deoartment by the second Monday in September, O9/9/2O24, or within 30 calendar days after the date on this form 15-10- 30s(1)(a), MCA. MONTANA Form AB-727 Rev. 6-24MONTANA REVENUE 6.2O24 Tax Loss from H8272.................. 7. TIF Districts Tax lncrement Current Taxable District Name value2 8 Reference Line Enter amounts in yellow cells (1)Enter Ad valorem tax revenue ACTUALLY assessed in the prior year (from Prior Year's form Line 17)9,163,224$ 9,163,224$ (2)Add: Current year inflation adjustment @ 2.80% 256,570$ (3)Subtract: Ad valorem tax revenue ACTUALLY assessed in the prior year for Class 1 and 2 property, (net and gross proceeds) (from Prior Year's form Line 20) (enter as negative) -$ (3.5) Subtract: Department of Revenue FY2025 All Class 8 Business Property Tax Reimbursement (15-1-123 MCA) *This is a new line for FY2025 only; see the Instructions tab for additional information (enter as negative)(27,490)$ (27,490)$ (4) = (1)+(2)+(3)+(3.5) Adjusted ad valorem tax revenue 9,392,304$ ENTERING TAXABLE VALUES (5)Enter 'Total Taxable Value' - from Department of Revenue Certified Taxable Valuation Information form, line # 2 83,476,794$ 83,476.794$ (6)Subtract: 'Total Incremental Value' of all tax increment financing districts (TIF Districts) - from Department of Revenue Certified Taxable Valuation Information form, line # 6 (enter as negative)(6,714,222)$ (6,714.222)$ (7) = (5) + (6)Taxable value per mill (after adjustment for removal of TIF per mill incremental district value) 76,762.572$ (8)Subtract: 'Total Value of Newly Taxable Property' - from Department of Revenue Certified Taxable Valuation Information form, line # 3 (enter as negative)(2,331,565)$ (2,331.565)$ (9)Subtract: 'Taxable Value of Net and Gross Proceeds, (Class 1 & 2 properties)' - from Department of Revenue Certified Taxable Valuation Information form, line # 5 (enter as negative)-$ (10) = (7) + (8) + (9)Adjusted Taxable value per mill 74,431.007$ (11) =(4) / (10)CURRENT YEAR calculated mill levy 126.19 (12) = (7) x (11)CURRENT YEAR calculated ad valorem tax revenue 9,686,669$ CURRENT YEAR AUTHORIZED LEVY/ASSESSMENT (13)Enter total number of carry forward mills from prior year (from Prior Year's form Line 22) 4.07 4.07 (14) =(11) + (13)Total current year authorized mill levy, including Prior Years' carry forward mills 130.26 (15) =(7) x (14)Total current year authorized ad valorem tax revenue assessment 9,999,093$ CURRENT YEAR ACTUALLY LEVIED/ASSESSED (16) Enter number of mills actually levied in current year (Number should equal total non-voted mills, which includes the number of carry forward mills, actually imposed per the final approved current year budget document. Do Not include voted or permissive mills imposed in the current year.)120.26 120.26 (17) =(7) x (16)Total ad valorem tax revenue actually assessed in current year 9,231,467$ RECAPITULATION OF ACTUAL: (18) '= (10) x (16)Ad valorem tax revenue actually assessed 8,951,073$ (19)Ad valorem tax revenue actually assessed for newly taxable property 280,394$ (20)Ad valorem tax revenue actually assessed for Class 1 & 2 properties (net-gross proceeds)-$ (21) =(18) + (19) + (20)Total ad valorem tax revenue actually assessed in current year 9,231,467$ (22) =(14) - (16) Total carry forward mills that may be levied in a subsequent year (Number should be equal to or greater than zero. A (negative) number indicates an over levy.) 10.00 Auto-Calculation (If completing manually enter amounts as instructed) Determination of Tax Revenue and Mill Levy Limitations Section 15-10-420, MCA General Fund FYE June 30, 2025 9 FY2021 FY2022 FY2023 FY2024 FY2025 GENERAL FUND 139.62 116.00 123.43 102.10 100.76 PARKS -designated mills 23.00 22.10 22.00 18.50 19.50 162.62 138.10 145.43 120.60 120.26 **Permissive levies: G. O. BOND, series 2012 refunding bonds 4.80 3.50 0.00 0.00 0.00 **Dedicated levies: Emergency Responder Levy 0.00 0.00 0.00 0.00 58.43 TOTAL CITY LEVY 167.42 141.60 145.43 120.60 178.69 Health Ins. levy -premium increases 20.00 17.50 18.15 14.65 14.97 Parks health 2.00 2.00 2.00 1.50 1.56 Emergency Responder health 0.00 0.00 0.00 0.00 2.47 TOTAL CITY LEVY w/PERMISSIVE 189.42 161.10 165.58 136.75 197.69 **The legislature provided for the increase in mills necessary to pay higher health insurance premiums. The G.O. Bond debt service levy is voter approved and can go up or down each year depending on the debt service schedule and the value of the mill. The Emergency Responder Levy is voter approved to levy up to sixty and nine tenths additional mills per year for the purpose of funding Emergency Response. Other Government levies: City/County Health Fund 5.99 5.99 4.99 0.00 0.00 (Administered by the County) Business Improvement District Levy (plus assessment at .015/sq.ft., plus $100/parcel)22.5 22.5 22.5 22.5 22.5 Mill Levy - 5 year Comparison 10 COSTS TO ALLOCATE: FY23 Actual 401-410210 Manager 235,214$ 401-410830 Personnel 265,404$ 402-410100 Mayor/council 170,304$ 402-410150+elect/rec adminCity Clerk 160,534$ 403-410550+CAFR/auditFinance 382,163$ 404-411110-prosecutors Attorney(less prosecutors)305,367$ 412-411230 City Hall 349,102$ 400 (only prop ins)General Gov't./Insurance 91,328$ Total 1,959,416$ METHOD OF ALLOCATION: Actual Costs for each fund are taken from the previous year's financial statements. (personal services, supplies, purchased services, building materials, fixed costs, depreciation for enterprise, debt service for governmental) FY22 FY23 Percent of Comparison Expenditures Total 23,161,512$ General Government 21,910,019$ 0.56735754 71,866$ Westside TIF 2188 & 3188 52,616$ 0.00136249 542,396$ Forestry 536,799$ 0.01390035 101,958$ BID 102,819$ 0.00266249 3,202,881$ Water Fund - less billing 2,802,894$ 0.07258063 (16,707,638)$ supported funds 335,772$ Water Billing 351,732$ 0.00910806 38,617,657$ 1,786,367$ Sewer Operations 1,813,188$ 0.04695230 21,910,019$ 317,489$ Sewer Billing 331,482$ 0.00858369 3,185,101$ Wastewater Fund 3,172,415$ 0.08214934 1,352,619$ Storm sewer 1,300,621$ 0.03367944 1,154,288$ Solid Waste Fund 1,204,144$ 0.03118118 1,070,033$ Building Inspection 1,111,771$ 0.02878919 2,309,563$ Street Maintenance 2,408,449$ 0.06236652 319,427$ Light Maintenance 356,942$ 0.00924297 1,143,836$ Ambulance 1,161,766$ 0.03008380 40,055,108$ Total 38,617,657$ 1.000000 - ALLOCATION: Total FY25 FYI Allocation Last Years General Fund 0.567358 1,111,690$ 989,716$ diff Monthly Westside TIF/Rail Park TEDD (50/50)0.001362 2,670$ 3,071$ (401)$ 222.47$ Forestry 0.013900 27,237$ 23,177$ 4,060$ 2,269.71$ BID 0.002662 5,217$ 4,357$ 860$ 434.74$ Water Operations 0.072581 142,216$ 136,863$ 5,353$ 11,851.31$ Water Billing 0.009108 16,568$ 13,194$ 3,374$ 1,380.71$ Sewer Operations 0.046952 91,999$ 76,333$ 15,666$ 7,666.59$ Sewer billing 0.008584 15,614$ 12,476$ 3,138$ 1,301.17$ Wastewater Operations 0.082149 160,965$ 136,103$ 24,862$ 13,413.73$ Storm sewer 0.033679 65,992$ 57,799$ 8,193$ 5,499.34$ Solid Waste 0.031181 61,097$ 49,324$ 11,773$ 5,091.41$ Building Inspection - less mayor/council (4,903)0.028789 51,507$ 42,034$ 9,473$ 4,292.25$ Street Maintenance 0.062367 122,202$ 98,690$ 23,512$ 10,183.50$ Light Maintenance 0.009243 18,111$ 13,649$ 4,462$ 1,509.24$ Ambulance 2230 0.030084 58,947$ 48,877$ 10,070$ 4,912.22$ Total 1.000000 1,952,030$ 1,705,663$ 124,394$ 70,028.39$ 840,341$ Revenue to General Fund Notes: 1. The estimaed amount of expenditures used for the prosecution function of the City Attorney department are not included in formula.423,097$ 2. The Building Department does not share in cost of Mayor & Council.170,304$ 3. Water/Sewer Billing does not share in some cost of the Finance Dept.70,173$ ADMINISTRATIVE TRANSFER FORMULA ALLOCATION FY2025 BUDGET 11 INFORMATION TECHNOLOGY TRANSFER FY25 DISTRIBUTED COSTS SPECIFIC DEPT 2025 Information Technology Fund M & O/dpr GIS - salaries Equipment Transfer 2024 1,356,189$ 199,744$ 24,500$ 69,870$ Amt.Last Years LIGHT MAINT.1.0%13,562$ 15,528$ 245$ 191 29,526$ 25,774$ BUILDING 5.0%67,809$ 57,752$ 1,225$ 126,786$ 110,678$ WATER 6.0%81,371$ 20,704$ 1,470$ 1000 104,546$ 89,111$ WATER BILLING 7.0%94,933$ 1,715$ 96,648$ 80,497$ SEWER 3.0%40,686$ 20,704$ 735$ 668 62,792$ 53,945$ SEWER BILLING 7.0%94,933$ 1,715$ 96,648$ 80,497$ WWTP 5.0%67,809$ 1,225$ 852 69,887$ 57,498$ STORM 3.0%40,686$ 15,528$ 735$ 500 57,449$ 49,250$ ST. MAINT.3.0%40,686$ 15,528$ 735$ 857 57,806$ 49,155$ GARBAGE 3.0%40,686$ 15,528$ 735$ 429 57,377$ 49,155$ AMBULANCE 4.0%54,248$ 980$ 55,228$ 45,998$ CENTRAL GARAGE 2.0%27,124$ 490$ 286 27,899$ 23,380$ COMM. DEV.0.0%-$ -$ -$ -$ FORESTRY 1.0%13,562$ 245$ 13,807$ 11,500$ 856,399$ 726,438$ 12 GENERAL 50.0%678,095$ 38,501$ 12,250$ 65,088$ 793,934$ $668,236 100.0%1,356,189$ $199,774 24,500$ -$ 1,650,333$ $1,394,674 Departments Actual FY21 YTD FY21 % of Total Actual FY22 YTD FY22 % of Total Actual FY23 YTD FY23 % of Total FY21 & FY22 & FY23 Total FY21, FY22 & FY23 % of Total FY25 Garage Budget Distribution FY24 Garage Budget Distribution Total 645,000.00$ Ambulance 14,958.20$ 5.5%10,783.91$ 3.1%6,201.28$ 1.9%31,943.39$ 0.034 21,768.63$ 19,993.94$ Building 728.63$ 0.3%1,438.51$ 0.4%1,037.39$ 0.3%3,204.53$ 0.003 2,183.81$ 2,062.58$ Central Garage Fire 10,680.87$ 3.9%29,370.93$ 8.5%13,305.12$ 4.1%53,356.92$ 0.056 36,361.42$ 34,358.59$ Forestry 2,235.23$ 0.8%6,124.90$ 1.8%7,189.29$ 2.2%15,549.42$ 0.016 10,596.54$ 10,267.65$ Parks 11,774.74$ 4.3%26,179.91$ 7.6%29,287.82$ 8.9%67,242.47$ 0.071 45,824.08$ 35,385.97$ KYAC 2,294.51$ 0.8%6,160.24$ 1.8%2,724.46$ 0.8%11,179.21$ 0.012 7,618.35$ 8,215.14$ Planning 16.46$ 0.0%329.27$ 0.1%223.28$ 0.1%569.01$ 0.001 387.77$ 274.83$ -$ -$ Police 42,727.69$ 15.7%42,063.68$ 12.2%41,549.48$ 126,340.85$ 0.133 86,098.16$ 93,436.10$ Parking Commission 1,962.57$ 0.7%2,568.72$ 0.7%3,204.15$ 7,735.44$ 0.008 5,271.51$ 3,794.12$ 44,690.26$ 44,632.40$ 44,753.63$ 13.6%134,076.29$ 91,369.67$ 97,230.22$ -$ -$ Public Works 2,356.29$ 0.9%3,363.75$ 1.0%3,982.78$ 1.2%9,702.82$ 0.010 6,612.23$ 5,493.74$ Sewer/Storm 7,663.80$ 2.8%21,689.45$ 6.3%14,315.28$ 4.4%43,668.53$ 0.046 29,759.02$ 30,812.82$ 13 Solid Waste 38,631.92$ 14.2%62,114.38$ 18.0%54,474.24$ 16.6%155,220.54$ 0.164 105,778.95$ 109,051.54$ -$ -$ Street 93,819.13$ 34.4%105,299.96$ 30.5%120,976.49$ 36.9%320,095.58$ 0.338 218,137.21$ 188,274.14$ Traffic Signs & Signals 1,269.78$ 0.5%1,965.76$ 0.6%2,192.90$ 0.7%5,428.44$ 0.006 3,699.35$ 5,110.00$ 95,088.91$ 107,265.72$ 123,169.39$ 325,524.02$ 193,384.14$ 0.0%-$ -$ Water 30,712.09$ 11.3%14,931.78$ 4.3%17,827.13$ 5.4%63,471.00$ 0.067 43,253.91$ 46,172.56$ WWTP 11,118.85$ 4.1%11,250.55$ 3.3%9,398.51$ 2.9%31,767.91$ 0.034 21,649.04$ 22,296.27$ 272,950.76$ 100.0%345,635.70$ 100.0%327,889.60$ 100.0%946,476.06$ 100.0%645,000.00$ 614,999.99$ Note: Equipment that serves Storm is included in the above Sewer numbers. Sewer's garage services should be split: 50% storm, 50% sewer. CENTRAL GARAGE SERVICES - FY25 TRANSFER Remaining Principal RATE FUND 6/30/2024 PRINCIPAL INTEREST & FEES TOTAL GENERAL FUND 5.75%V 2023 BOI - Fire Truck $907,000 $907,000 $90,700 $52,153 $142,853 5.75%V 2018 BOI - Fire Truck $467,784 $205,606 $49,506 $11,822 $61,328 TOTAL GENERAL FUND $1,112,606 $140,206 $63,975 $204,181 SPECIAL REVENUE: 5.75%V 2020 BOI - Ambulance $189,438 $78,177 $38,829 $4,495 $43,324 5.75%V 2022 BOI - Front End Loader, $250,000 (Spec. St. Maint) 5 yr $171,622 $41,950 $9,868 $51,818 5.75%V 2019 BOI - Woodland Park Remodel $97,772 (Parks) 5 yr $10,456 $10,456 $601 $11,057 2.50%2017 SRF - 4th Ave E - $615,098 (Spec. St. Maint.) 20 yr $435,325 $28,191 $10,707 $38,898 5.75%V 2023 BOI -Tractor, $43,074 (Parks) 5yr $39,301 $7,887 $2,260 $10,147 5.75%V 2023 BOI - Truck & Mower, $12,114 (KYAC) 5yr $11,054 $2,218 $636 $2,854 5.75%V 2023 BOI - Mower, $79,417 (Parkline) 5yr $72,462 $14,543 $4,167 $18,710 5.75%V 2024 BOI - Truck w/Dump Bed, $46719 (Forestry) 5yr $46,719 $9,378 $2,687 $12,065 1.00%2005 USDA- IRP Loan 61-01 Revolving Fund $520,000 30 yr $228,785 $19,786 $2,288 $22,074 1.00%2006 USDA- IRP Loan 61-03 Revolving Fund $228,497 30 yr $121,323 $8,812 $1,213 $10,025 SPECIAL REVENUE TOTALS $1,215,224 $182,050 $38,922 $220,972 DEBT SERVICE FUNDS: 3-4%V 2018 WESTSIDE TIF BOND $4,960,000 19 yr $3,775,000 $220,000 $144,475 $364,475 DEBT SERVICE FUNDS TOTALS $3,775,000 $220,000 $144,475 $364,475 SIDEWALK & CURB WARRANTS (8 yr) 3.75%2016 S&C $ 9,792 $1,224 $1,224 $46 $1,270 4.50%2017 S&C $ 4,288 $1,072 $536 $48 $584 5.50%2018 S&C $ 7,145 $2,679 $893 $147 $1,040 4.75%2019 S&C $ 15,824 $7,912 $1,978 $376 $2,354 3.25%2020 S&C $ 4,046 $2,529 $506 $82 $588 3.25%2021 S&C $ 4,165 $3,124 $521 $102 $622 7.50%2022 S&C $ 14,381 $12,583 $1,798 $944 $2,741 8.50%2023 S&C $ 1,309 $1,309 $164 $167 $330 S & C TOTALS $32,432 $7,620 $1,912 $9,529 SID'S: 5.27%2006 SID 344 - Old School Station $4,520,000 20 yr $460,000 $230,000 $23,460 $253,460 3.00%2013 SID 345 - The "Willows" $242,000 15 yr $88,000 $18,000 $2,505 $20,505 SID TOTALS $548,000 $248,000 $25,965 $273,965 ENTERPRISE FUNDS: Water 2.50%2023 SRF Storage Tank & Well $18,854,000 30yr $18,854,000 $389,000 $508,454 $897,454 2.50%2023 SRF LZ Roof Replacement $12,088,481 30yr $12,088,481 $249,163 $326,005 $575,168 2.50%2017 SRF - 4th Ave E - $1,974,989 20 yr $1,397,783 $90,513 $34,378 $124,891 2.25%2012 Refin SRF - B Bonds (New Reservoir) $1,340,000 15 yr $305,000 $99,000 $6,311 $105,311 2.50%2020 Bond Four Mile Transmission Main - $ 2,147,008 20 yr $1,748,000 $93,000 $43,125 $136,125 TOTAL WATER $34,393,264 $920,676 $918,273 $1,838,949 Sanitary Sewer & Waste Water Treatment Plant 2.50%2023 SRF Loan Grandview Lift Station #3 $832,,000 20yr $832,000 $34,000 $20,588 $54,588 2.50%2023 SRF Loan EQ Basin - Fermenter $4,349,500 20 yr $4,349,500 $84,473 $54,369 $138,842 2.25%2012 WWTP SRF LOAN $12,827,000 15 yr $2,921,000 $952,000 $60,401 $1,012,401 3.00%2014 WWTP SRF LOAN $1,102,748 (Digester Lid) 20 yr $571,000 $56,000 $16,710 $72,710 2.50%2023 Lift Station #9 $1,400,000 20yr $1,317,000 $57,000 $32,575 $89,575 2.50%2018 SRF Loan $12,194,841 (WESTSIDE INTERCEPTOR) 30 yr $10,333,000 $320,000 $256,338 $576,338 TOTAL SEWER/WWTP $20,323,500 $1,503,473 $440,981 $1,944,454 Storm Sewer 2.50%2017 SRF - 4th Ave E - $71,913.71 20 yr $50,892 $3,296 $1,252 $4,548 2.50%2020 Bond - Regional Facilities & Piping Design $2,152,737 20 yr $1,888,000 $90,000 $46,638 $136,638 TOTAL STORM SEWER $1,938,892 $93,296 $47,890 $141,186 Solid Waste 5.75%2024 BOI - Garbage Truck, $457,200 5yr $457,200 $81,377 $26,289 $107,666 TOTAL SOLID WASTE $457,200 $81,377 $26,289 $107,666 TOTAL ALL DEBT--ALL FUNDS $63,796,118 $3,396,698 $1,708,682 $5,105,377 Note: all loans are fixed rate with the exception of the 13 BOI loans. Impound/Storage Facility debt will be paid by Police Impact Fees. No draw has been made yet. BOI - Board of Investments FY24 Rate: 5.75%USDA-IRP -Dept of Agriculture Intermediary Relending Program SRF- State Revolving Fund (DNRC money)G. O. Bonds -General Obligation voted bonded debt FY 2025 Payment FY 2025 DEBT OBLIGATION SCHEDULE - ALL FUNDS 14 2001 921,976$ 2002 1,152,730$ 2003 1,047,542$ 2004 1,094,862$ 2005 2,106,768$ 2006 1,589,677$ 2007 1,543,883$ 2008 464,591$ 2009 244,122$ 2010 649,843$ 15 2011 1,007,681$ 2012 1,613,816$ 2013 1,928,157$ 2014 2,215,018$ 2015 1,787,753$ 2016 2,167,240$ 2017 2,609,962$ 2018 2,998,245$ 2019 3,680,112$ 2020 4,243,851$ 2021 5,378,832$ 2022 4,103,307$ 2023 3,920,126$ 2024 4,703,532$ CITY OF KALISPELL $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 GENERAL FUND Fund Balance at Year End TOTAL EXPENDITURES FY2025 General Gov't Group 6.4%11,655,038$ 6.4% Police 5.2%9,393,883$ 5.2% Court & Attorney 0.7% 1,319,290$ 0.7% Parks & Rec 2.6%4,578,202$ 2.6% Fire Dept. + grants 7.4%13,161,215$ 7.4% Facilities Maint. 0.4%625,572$ 0.4% Community Dev. 8.6%13,987,585$ 8.6% Public Works 68.7%125,996,556$ 68.7% 180,717,341$ 16 Department totals include grants for those departments, operations and capital. General Gov't group includes insurance, debt service information technology, planning, building, finance, city clerk, city manager, human resources and mayor & council budgets. Total City of Kalispell Budget by Department General Gov't Group 6.4% Police 5.2% Court & Attorney 0.7% Parks & Rec 2.6% Fire Dept. + grants 7.4% Facilities Maint. 0.4% Community Dev. 8.6% Public Works 68.7% CITY OF KALISPELL, MONTANA ORGANIZATIONAL CHART CITIZENS OF KALISPELL CITY COUNCIL MAYOR Mark Johnson WARD I WARD II WARD III WARD IV KariGabriel Sam Nunnally Jessica Dahlman Jed FisherSandy Carlson Chad Graham Ryan Hunter Sid Daoud CITY CLERKAimeeBrunckhorst MUNICIPAL JUDGE Alison Howard CITY MANAGERDoug Russell PUBLIC SAFETYPOLICE Jordan Venezio LEGALJohnna Preble FINANCE Aimee Cooke PLANNING, BUILDING & COMMUNITY DEVELOPMENTJarod Nygren PARKS & RECREATION Chad Fincher PUBLICSAFETYFIRE Daniel Pearce INFORMATION TECHNOLOGY Erika Billiet PUBLIC WORKSSusieTurner HUMAN RESOURCESDenise Michel 17 CITY OF KALISPELL Resources Anticipated Budgeted Estimated Available Revenue Expenditures Ending Balance/ Beginning Year Carry over Fund Description 1000 General Fund 4,703,532$ 15,023,766$ (16,491,960)$ 3,235,338$ Special Revenue Funds: 2180 TAX INCREMENT - DOWNTOWN 994,633$ 3,297,913$ (3,944,137)$ 348,409$ 2188 TAX INCREMENT-WESTSIDE 3,454,166$ 2,743,276$ (5,969,097)$ 228,345$ 2210 PARKS IN LIEU OF 329,204$ 5,000$ (315,835)$ 18,369$ 2215 PARKS & RECREATION FUND 1,593,611$ 2,843,310$ (3,329,718)$ 1,107,203$ 2230 AMBULANCE 195,294$ 1,420,000$ (1,560,642)$ 54,652$ 2273 EMERGENCY RESPONDER LEVY -$ 4,600,000$ (3,904,238)$ 695,762$ 2310 OLD SCHOOL TECHNOLOGY TIF 58,723$ 84,862$ (80,000)$ 63,585$ 2311 OLD SCHOOL INDUSTRIAL TIF 4,562$ 6,550$ (6,000)$ 5,112$ 2312 GLACIER RAIL PARK TEDD 289,373$ 186,518$ (222,209)$ 253,682$ 2372 HEALTH-PERMISSIVE LEVY 1,474$ 1,509,840$ (1,510,000)$ 1,314$ 2394 BUILDING CODE ENFORCEMENT 3,172,933$ 1,270,000$ (1,480,649)$ 2,962,284$ 2399 IMPACT FEE FUND 2,614,857$ 257,000$ (2,755,000)$ 116,857$ 2400 LIGHT MAINTENANCE 1,106,283$ 470,700$ (513,219)$ 1,063,764$ 2420 GAS TAX 1,380,593$ 467,302$ (1,110,400)$ 737,495$ 2421 BaRSAA 961,709$ 630,580$ (1,450,000)$ 142,289$ 2500 SPECIAL STREET/TSS *4,726,858$ 3,497,291$ (4,472,497)$ 3,751,652$ 2600 URBAN FORESTRY DISTRICT 1,027,717$ 676,350$ (750,593)$ 953,474$ 2601 DEVELOPER'S TREES 147,799$ -$ (144,087)$ 3,712$ 2825 MACI GRANT 21,006$ -$ -$ 21,006$ 2826 2 MILE DRIVE IMPROVEMENT PROJECT -$ 3,835,000$ (3,835,000)$ -$ 2827 4 MILE DRIVE PATH PROJECT -$ 843,422$ (843,422)$ -$ 2880 CD LOAN REVOLVING 66,932$ 4,144$ (3,200)$ 67,876$ 2881 CD LOAN REVOLVING #2 11,602$ -$ -$ 11,602$ 2865 RENEWABLE RESOURCE GRANT -$ 125,000$ (125,000)$ -$ 2866 MCEP GRANT -$ 750,000$ (750,000)$ -$ 2867 WIIN GRANT -$ 178,000$ (178,000)$ -$ 2886 COMMUNITY DEVELOPMENT 35,003$ 100$ (35,103)$ -$ 2887 RURAL DEVELOPMENT 242,851$ 16,838$ (200,642)$ 59,047$ 2888 RURAL DEVELOPMENT #2 289,638$ 300$ (289,938)$ -$ 2915 STONEGARDEN GRANT -$ 42,221$ (42,221)$ -$ 2916 DRUG ENFORCEMENT GRANT 31,778$ 104,371$ (112,379)$ 23,770$ 2917 DUI GRANT -$ 117,060$ (117,060)$ -$ 2919 LAW ENF. BLOCK GRANT 9,741$ 182,000$ (182,518)$ 9,223$ 2930 EECBG GRANT -$ 75,940$ (75,940)$ -$ 2941 CDBG GRANT -$ 1,500,000$ (1,500,000)$ -$ 2951 OPIOID SETTLEMENT 62,000$ 58,381$ (120,381)$ -$ 2953 BROWNFIELDS ASSESSMENT GRANT 1,115$ -$ (1,115)$ -$ 2955 BROWNFIELDS LOAN REVOLVING 100,500$ 483,435$ (583,935)$ -$ 2956 FIRE GRANTS 6,404$ 110,000$ (110,000)$ 6,404$ 2957 HAZMAT GRANT 23,354$ 500$ (22,800)$ 1,054$ 2958 HAZMAT TEAM SUSTAINMENT GRANT -$ 73,795$ (73,795)$ -$ 2974 AIRPORT GRANT -$ 394,187$ (394,187)$ -$ 2992 SAFE STEET GRANT 70,000$ 308,048$ (378,048)$ -$ Total Special Revenue Funds 23,031,713$ 33,169,234$ (43,493,005)$ 12,707,942$ 2025 FUND POSITION 18 Resources Anticipated BUDGETED Estimated Available Revenue Expenditures Ending Balance/ Beginning Year Carry over Debt Service Funds: SID Revolving Fund 76,933$ 2,500$ -$ 79,433$ SIDEWALK & CURB WARRANTS 1,874$ 10,415$ (9,529)$ 2,760$ SIDs 38,904$ 269,351$ (294,765)$ 13,490$ WESTSIDE TIF DEBT SERVICE 841,694$ 3,099,844$ (3,064,975)$ 876,563$ Total Debt Service funds 959,405$ 3,382,110$ (3,369,269)$ 972,246$ Capital Project Funds: 4150 FIRE PUMPER -$ 1,917,000$ (1,917,000)$ -$ 4290 WALK & CURB -$ 25,000$ (25,000)$ -$ 4393 AMERICAN RESCUE PLAN 1,347,609$ -$ (1,347,609)$ -$ Total Capital Projects 1,347,609$ 1,942,000$ (3,289,609)$ -$ Enterprise Funds: 5210 WATER *15,788,716$ 55,246,311$ (60,252,127)$ 11,932,900$ 5211 WATER SYSTEM IMPACT FEES 1,023,227$ 400,000$ (1,078,123)$ 345,104$ 5310 SEWER/WWTP *18,366,476$ 30,052,594$ (36,030,248)$ 14,638,822$ 5311 SEWER SYSTEM IMPACT FEES 6,477,258$ 985,000$ (5,945,092)$ 1,517,166$ 5349 STORM SEWER *6,082,404$ 2,639,252$ (4,152,988)$ 4,968,668$ 5348 STORM SEWER SYSTEM IMPACT FEE 2,053,640$ 161,250$ (521,250)$ 1,693,640$ 5510 SOLID WASTE *1,380,453$ 2,233,407$ (2,561,031)$ 1,202,829$ 5720 AMERICAN RESCUE PLAN -$ 1,000,000$ (1,000,000)$ -$ Total Enterprise Funds 51,172,174$ 92,717,814$ (111,540,859)$ 36,299,129$ Internal Service Funds: 6030 INFORMATION TECH. FUND *505,549$ 1,541,399$ (1,803,266)$ 293,682$ 6010 CENTRAL GARAGE *118,287$ 764,787$ (729,373)$ 153,701$ Total Internal Service Funds 623,836$ 2,306,186$ (2,532,639)$ 447,383$ TOTAL CITY BUDGET 81,838,269$ 148,541,110$ (180,717,341)$ 53,662,038$ * cash adjusted +$3,750,000 for non-cash line items (depreciation/prepaids) Component Units 2701 BUSINESS IMPROVEMENT DISTRICT 16,194$ 119,450$ (125,167)$ 10,477$ 7855 TOURISM BID (pass thru fund)-$ 1,171,200$ (1,171,200)$ -$ Total with Component units (182,013,708)$ PAGE 2 - Fund Position 2025 19 FY 2025 Personal Services Operations Capital Debt Transfers Other Total FUND: & Benefits Service Financing Uses 1000 General Fund 12,482,399$ 2,069,885$ 437,393$ 71,327$ 1,430,956$ 16,491,960$ -$ Special Revenue Funds: 2180 DOWNTOWN TAX INCREMENT 84,054$ 13,048$ 190,000$ 3,657,035$ 3,944,137$ 2188 TAX INCREMENT-WESTSIDE 63,896$ 5,634$ 5,899,567$ 5,969,097$ 2210 PARKS IN LIEU OF .315,835$ 315,835$ 2215 PARKS & RECREATION FUND 2,095,394$ 951,556$ 240,000$ 42,768$ 3,329,718$ 2230 AMBULANCE 1,155,111$ 318,567$ 43,640$ 43,324$ 1,560,642$ 2273 EMERGENCY RESPONDER LEVY 2,587,528$ 400,710$ 898,000$ 18,000$ 3,904,238$ 2310 OLD SCHOOL TECHNOLOGY TIF 20,000$ 60,000$ 80,000$ 2311 OLD SCHOOL INDUSTRIAL TIF 6,000$ 6,000$ 2312 GLACIER RAIL PARK TEDD 7,561$ 4,648$ 210,000$ 222,209$ 2372 HEALTH-PERMISSIVE LEVY 1,510,000$ 1,510,000$ 2399 IMPACT FEE FUND 15,000$ 2,740,000$ 2,755,000$ 2394 BUILDING CODE ENFORCEMENT 1,064,642$ 416,007$ -$ 1,480,649$ 2400 LIGHT MAINTENANCE 146,482$ 362,137$ 4,600$ 513,219$ 2420 GAS TAX 950,233$ 160,167$ 1,110,400$ 2421 BaRSAA 1,450,000$ 1,450,000$ 2500 SPECIAL STREET/TSS 1,740,935$ 1,685,546$ 955,300$ 90,716$ 4,472,497$ 2600 URBAN FORESTRY DISTRICT 415,487$ 263,041$ 60,000$ 12,065$ 750,593$ 2601 DEVELOPER'S TREES 144,087$ 144,087$ 2825 MACI GRANT -$ -$ 2826 2 MILE DRIVE IMPROVEMENT PROJECT 3,835,000$ 3,835,000$ 2827 4 MILE DRIVE PROJECT 843,422$ 843,422$ 2880 CD LOAN REVOLVING 3,200$ 3,200$ 2881 CD LOAN REVOLVING -$ 2865 RENEWABLE RESOURCE GRANT 125,000$ 125,000$ 2866 MCEP GRANT 750,000$ 750,000$ 2867 WIIN GRANT 178,000$ 178,000$ 2886 COMMUNITY DEVELOPMENT 35,103$ 35,103$ 2887 RURAL DEVELOPMENT REVOLVING 642$ 200,000$ 200,642$ 2888 RURAL DEVELOPMENT REVOLVING #2 289,938$ 289,938$ 2915 STONEGARDEN GRANT 13,221$ 29,000$ 42,221$ 2916 DRUG ENFORCEMENT GRANT 112,379$ 112,379$ 2917 DUI GRANT 117,060$ 117,060$ 2919 LAW ENF. BLOCK GRANT 20,000$ 162,518$ 182,518$ 2930 EECBG GRANT 75,940$ 75,940$ 2941 CDBG GRANT 1,500,000$ 1,500,000$ 2951 OPIOID SETTLEMENT 120,381$ 120,381$ 2953 EPA BROWNFIELDS ASSESSMENT 1,115$ 1,115$ 2955 EPA BROWNFIELDS LOAN REVOLVING 483,435$ 100,500$ 583,935$ 2956 FIRE GRANTS 5,000$ 105,000$ 110,000$ 2957 HAZMAT GRANT 5,000$ 17,800$ 22,800$ 2958 HAZMAT SUSTAINMENT GRANT 73,795$ 73,795$ 2974 AIRPORT GRANT 394,187$ 394,187$ 2992 SAFE STREET GRANT 378,048$ 378,048$ Debt Service Funds: SID Revolving Fund 20,000$ 20,000$ G.O. BOND, series 2012 - Refinancing -$ SIDEWALK & CURBS 9,529$ 9,529$ SIDs 274,765$ 274,765$ WESTSIDE TIF DEBT SERVICE 3,064,975$ 3,064,975$ Capital Project Funds: 4150 FIRE PUMPER 1,917,000$ 1,917,000$ 4290 WALK & CURB 25,000$ 25,000$ 4393AMERICAN RECOVERY ACT 1,347,609$ 1,347,609$ Enterprise Funds:Depreciation 5210 WATER *1,612,098$ 2,153,560$ 53,497,519$ 1,838,949$ 1,150,000$ 60,252,126$ 5211 WATER SYSTEM IMPACT FEES *809,873$ 250,000$ 18,250$ 1,078,123$ 5310 SEWER/WWTP *1,822,166$ 3,626,344$ 26,387,285$ 1,944,454$ 2,250,000$ 36,030,249$ 5311 SEWER SYSTEM IMPACT FEES *4,735,092$ 1,150,000$ 60,000$ 5,945,092$ 5349 STORM SEWER *859,924$ 726,478$ 1,988,100$ 141,186$ 437,300$ 4,152,988$ 5348 STORM SEWER SYSTEM IMPACT FEE *380,000$ 135,000$ 6,250$ 521,250$ 5510 SOLID WASTE *797,654$ 674,011$ 791,700$ 107,666$ 40,000$ 150,000$ 2,561,031$ 5720 AMERICAN RESCUE PLAN 1,000,000$ 1,000,000$ Internal Service Funds: 6010 CENTRAL GARAGE 292,374$ 418,999$ 18,000$ 729,373$ 6030 INFORMATION TECH. FUND *683,906$ 1,037,605$ 31,754$ 50,000$ 1,803,266$ TOTAL CITY BUDGET 28,179,272$ 18,861,649$ 103,961,476$ 9,386,724$ 3,260,499$ 17,067,721$ 180,717,341$ ALL FUND RECAP BY FUNCTION 20 TAX LEVY REQUIREMENTS SCHEDULE NON-VOTED LEVIES Assessed Valuation $5,408,208,936 Tax Valuation: $76,762,572 (without TIF's) 1 Mill Yields(10): 76,762$ (1)(2)(3)=(1)+(2)(4)(5)(6)=(4)+(5)(7)=(9)x(10)(8)=(6)+(7)(9)=(7)÷(10) CASH AVAILABLE TOTAL PROPERTY FUND CASH TOTAL (Less current NON-TAX NON-TAX TAX TOTAL MILL NO.FUND NAME APPROPRIATION RESERVE REQUIREMENTS liabilities)REVENUES RESOURCES REVENUES RESOURCES LEVY 1000 General Fund 16,491,960 3,235,338 19,727,298 4,703,532 7,289,227 11,992,759 7,734,539 19,727,298 100.76 2215 Parks Department 3,329,718 1,107,203 4,436,921 1,593,611 1,346,451 2,940,062 1,496,859 4,436,921 19.50 TOTAL 19,821,678 4,342,541 24,164,219 6,297,143 8,635,678 14,932,821 9,231,398 24,164,219 120.26 * Total Revenues compared to Total Appropriations:-1,954,602 * Total Requirements compared to Total Resources:0 CASH AVAILABLE TOTAL PROPERTY FUND CASH TOTAL (Less current NON-TAX NON-TAX TAX TOTAL MILL NO.FUND NAME APPROPRIATION RESERVE REQUIREMENTS liabilities)REVENUES RESOURCES REVENUES RESOURCES LEVY 2372 Health Permissive 1,510,000 1,314 1,511,314 1,474 51,362 52,836 1,458,478 1,511,314 19.00 2273 Emergency Responder 3,904,238 0 3,904,238 0 114,796 114,796 4,485,204 4,600,000 58.43 TOTAL 5,414,238 1,314 5,415,552 1,474 166,158 167,632 5,247,920 5,415,552 77.43 * Total Revenues compared to Total Appropriations:-160 Total Mills 197.69 * Total Requirements compared to Total Resources:0 Recap: Total Non voted Levy 19,821,678 4,342,541 Total Voted/Permissive 5,414,238 1,314 Total Non-Levied 151,481,425 48,622,421 Total City Budget 176,717,341 52,966,276 Depreciation Adj 4,000,000 (balances with page 19)180,717,341 Ending Cash Reserves adjusted for Depreciation Expense-Proprietary Funds * VOTED/PERMISSIVE LEVIES Fiscal Year: 2024-2025 CITY OF KALISPELL 21 CITY OF KALISPELL NON-LEVIED FUNDS - SUMMARY SCHEDULE (1)(2)(3)=(1)+(2)(4)(5)(6)=(4)+(5) CASH AVAILABLE TOTAL FUND CASH TOTAL (Less current NON-TAX TOTAL NO.FUND NAME APPROPRIATION RESERVE REQUIREMENTS liabilities)REVENUES RESOURCES 2180 TAX INCREMENT-DOWNTOWN 3,944,137 348,409 4,292,546 994,633 3,297,913 4,292,546 2188 TAX INCREMENT-WESTSIDE 5,969,097 228,345 6,197,442 3,454,166 2,743,276 6,197,442 2210 PARKS IN LIEU OF 315,835 18,369 334,204 329,204 5,000 334,204 2310 OLD SCHOOL TECHNOLOGY TIF 80,000 63,585 143,585 58,723 84,862 143,585 2311 OLD SCHOOL INDUSTRIAL TIF 6,000 5,112 11,112 4,562 6,550 11,112 2312 GLACIER RAIL PARK TEDD 222,209 253,682 475,891 289,373 186,518 475,891 2399 IMPACT FEE FUND 2,755,000 116,857 2,871,857 2,614,857 257,000 2,871,857 2230 AMBULANCE 1,560,642 54,652 1,615,294 195,294 1,420,000 1,615,294 2394 BUILDING CODE ENFORCEMENT 1,480,649 2,962,284 4,442,933 3,172,933 1,270,000 4,442,933 2400 LIGHT MAINTENANCE 513,219 1,063,764 1,576,983 1,106,283 470,700 1,576,983 2420 GAS TAX 1,110,400 737,495 1,847,895 1,380,593 467,302 1,847,895 2421 BaRSAA 1,450,000 142,289 1,592,289 961,709 630,580 1,592,289 2500 SPECIAL STREET/TSS 4,472,497 3,751,652 8,224,149 4,726,858 3,497,291 8,224,149 2600 URBAN FORESTRY DISTRICT 750,593 953,474 1,704,067 1,027,717 676,350 1,704,067 2601 DEVELOPER'S TREES 144,087 3,712 147,799 147,799 0 147,799 2825 MACI GRANT 0 21,006 21,006 21,006 0 21,006 2826 2 MILE DRIVE IMPROVEMENT PROJECT 3,835,000 0 3,835,000 3,835,000 3,835,000 2827 4 MILE DRIVE PATH PROJECT 843,422 0 843,422 0 843,422 843,422 2880 CD LOAN REVOLVING 3,200 67,876 71,076 66,932 4,144 71,076 2881 CD LOAN REVOLVING 0 11,602 11,602 11,602 0 11,602 2865 RENEWABLE RESOURCE GRANT 125,000 0 125,000 0 125,000 125,000 2866 MCEPT GRANT 750,000 0 750,000 0 750,000 750,000 2867 WIIN GRANT 178,000 0 178,000 0 178,000 178,000 2886 COMMUNITY DEVELOPMENT 35,103 0 35,103 35,003 100 35,103 2887 RURAL DEVELOPMENT 200,642 59,047 259,689 242,851 16,838 259,689 2888 RURAL DEVELOPMENT #2 289,938 0 289,938 289,638 300 289,938 2915 STONEGARDEN GRANT 42,221 0 42,221 0 42,221 42,221 2916 DRUG ENFORCEMENT GRANT 112,379 23,770 136,149 31,778 104,371 136,149 2917 DUI GRANT 117,060 0 117,060 0 117,060 117,060 2919 LAW ENF. BLOCK GRANT 182,518 9,223 191,741 9,741 182,000 191,741 2930 EECBG 75,940 0 75,940 75,940 75,940 Fiscal Year: 2024-2025 22 NON-LEVIED FUNDS - SUMMARY SCHEDULE con't. (1)(2)(3)=(1)+(2)(4)(5)(6)=(4)+(5) CASH AVAILABLE TOTAL FUND CASH TOTAL (Less current NON-TAX TOTAL NO.FUND NAME APPROPRIATION RESERVE REQUIREMENTS liabilities)REVENUES RESOURCES 2941 CDBG GRANT 1,500,000 1,500,000 0 1,500,000 1,500,000 2951 OPIOID SETTLEMENT 120,381 0 120,381 62,000 58,381 120,381 2953 BROWNSFIELD ASSESSMENT GRANT 1,115 0 1,115 1,115 0 1,115 2955 BROWNSFIELD REVOLVING LOAN 583,935 0 583,935 100,500 483,435 583,935 2956 FIRE GRANTS 110,000 6,404 116,404 6,404 110,000 116,404 2957 HAZMAT GRANT 22,800 1,054 23,854 23,354 500 23,854 2958 HAZMAT TEAM SUSTAINMENT GRANT 73,795 0 73,795 0 73,795 73,795 2974 AIRPORT GRANT 394,187 0 394,187 0 394,187 394,187 2992 SAFE STREET GRANT 378,048 0 378,048 70,000 308,048 378,048 SID Revolving Fund 0 79,433 79,433 76,933 2,500 79,433 SIDEWALK & CURB FUNDS 9,529 2,760 12,289 1,874 10,415 12,289 SIDs 341-344 294,765 13,490 308,255 38,904 269,351 308,255 3188 WESTSIDE TIF DEBT SERVICE 3,064,975 876,563 3,941,538 841,694 3,099,844 3,941,538 4150 FIRE PUMPER 1,917,000 0 1,917,000 0 1,917,000 1,917,000 4290 WALK & CURB 25,000 0 25,000 0 25,000 25,000 4393 AMERICAN RECOVERY ACT 1,347,609 0 1,347,609 1,347,609 0 1,347,609 5210 WATER *59,102,127 11,932,900 71,035,027 15,788,716 55,246,311 71,035,027 5211 WATER SYSTEM IMPACT FEES*1,078,123 345,104 1,423,227 1,023,227 400,000 1,423,227 5310 SEWER/WWTP *33,780,248 14,638,822 48,419,070 18,366,476 30,052,594 48,419,070 5311 SEWER SYSTEM IMPACT FEES*5,945,092 1,517,166 7,462,258 6,477,258 985,000 7,462,258 5349 STORM SEWER *3,752,988 4,968,668 8,721,656 6,082,404 2,639,252 8,721,656 5348 STORM SEWER SYSTEM IMPACT FEE*521,250 1,693,640 2,214,890 2,053,640 161,250 2,214,890 5510 SOLID WASTE *2,411,031 1,202,829 3,613,860 1,380,453 2,233,407 3,613,860 5720 AMERICAN RESCUE PLAN 1,000,000 0 1,000,000 0 1,000,000 1,000,000 6030 INFORMATION TECH FUND *1,753,266 293,682 2,046,948 505,549 1,541,399 2,046,948 6010 CENTRAL GARAGE FUND *729,373 153,701 883,074 118,287 764,787 883,074 TOTAL 151,481,425 48,622,421 200,103,846 75,539,652 124,564,194 200,103,846 * Total Revenues compared to Total Appropriations:-26,917,231 * Total Requirements compared to Total Resources:0 23 CITY OF KALISPELL PAGE FUND Dept. # i-ii 1000 General Fund Revenue and Summary iii-iv 1000 General Fund Appropriation Summary v 1000 General Government Operations Chart 1 1000 400 General Government 595,631$ 2 1000 401 City Manager 275,596$ 3 1000 401 Human Resources 392,102$ 4 1000 402 Mayor & City Council 206,004$ 5 1000 402 City Clerk 287,894$ 6 1000 403 Finance Department 474,834$ 7 1000 404 City Attorney 837,283$ 8 1000 406 Municipal Court 482,007$ 9 1000 410 Public Works Administration 91,207$ 10 1000 412 City Facilities Maintenance 625,572$ 11-14 1000 413 Police 7,047,650$ 15 1000 416 Fire 4,674,794$ 16 1000 420 Planning Department 480,225$ 17 1000 480 Community Development 21,161$ Total General Fund 16,491,960$ GENERAL FUND GENERAL FUND REVENUE AND SUMMARY FUND: 1000 MILL VALUE 56,619$ 75,980$ 75,980$ 76,762$ ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 GENERAL FUND MILL LEVY 123.43 102.10 102.10 100.76 PROPERTY TAXES: 311100 Real Property Taxes 6,850,900 7,575,000 7,624,454 7,560,000 311200 Personal Property 88,738 100,000 111,542 100,000 312000 Penalty & Interest 16,884 10,000 16,457 10,000 SUBTOTAL 6,956,522$ 7,685,000$ 7,752,453$ 7,670,000$ LICENSES & PERMITS: 322101 Alcohol Beverage 33,831 33,000 34,125 33,000 322300 General and occupational 248 500 404 500 323012 Planning fees & Sign permits 181,546 225,000 399,541 275,000 323109 Zoning & Site Plan Review Fees 8,830 20,000 13,028 10,000 323200 Parade Permits 600 500 200 500 SUBTOTAL 225,055$ 279,000$ 447,298$ 319,000$ INTERGOVERNMENTAL REVENUE: 331112 KPD - Safe Street Task Force 3,578 5,000 2,429 3,000 331990 DNRC Fire Reimbursement 25,161 0 0 0 334010 Cannabis Local Option Tax 16,466 200,000 207,426 200,000 335030 MV Tax Ad Valorem 641 1,000 0 1,000 335076 Gaming Machine Permits 58,275 60,000 56,476 60,000 335110 Live Card Game, keno & bingo 1,650 1,650 1,250 1,650 335230 HB124 ENTITLEMENT 3,207,959 3,263,060 3,294,232 3,423,784 SUBTOTAL 3,313,730$ 3,530,710$ 3,561,813$ 3,689,434$ CHARGES FOR SERVICES: 341020 Administrative charges 715,866 715,947 731,009 840,341 341021 Grant Admin. (Planning, finance)35,106 30,000 20,395 30,000 341025 City Collections/other charges 13,216 5,000 12,723 10,000 342010 KPD -Public safety fees 25,571 30,000 27,514 25,000 342014 KPD -School Resource Officers 258,836 265,306 265,306 271,939 342016 KPD -Regional Training /testing Reimb. 4,125 10,000 652 5,000 342017 KFD - IFSAC Training Reimb.0 8,000 7,130 9,600 343018 Parking Permits, meters, boot removal 94,484 70,000 94,145 70,000 343062 Airport fuel tax 5,235 4,000 4,954 5,000 343063 Airport ground lease 13,532 14,000 0 0 SUBTOTAL 1,165,971$ 1,152,253$ 1,163,828$ 1,266,880$ con't. i GENERAL FUND Revenue - Page 2 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 FINES AND FORFEITURES: 351035 Parking fines 51,724 30,000 53,588 40,000 351017 Technology fees 20,490 25,000 14,544 20,000 351000 City Court Fines & fees, admin 275,416 430,000 314,999 400,000 SUBTOTAL 347,630$ 485,000$ 383,131$ 460,000$ MISC. REVENUE: 362015 Insurance Reimbursements 180 20,000 38,623 20,000 362020 GASB45 reimb(even yrs)24,458 27,000 25,874 23,000 364030 Auction & misc. collections/donations 51,335 10,000 53,745 10,000 381050 TFR from 2886 & TFR from Energy Grant 0 250,000 250,000 15,452 381060 (Operating transfer 2372-health insurance 1,090,000 1,150,000 1,130,000 1,200,000 382030 Gain (LOSS) Sale of Asset 59,851 0 0 0 SUBTOTAL 1,225,824$ 1,457,000$ 1,498,242$ 1,268,452$ INVESTMENT REVENUE: 371010 Interest Earnings 373,132$ 225,000$ 585,273$ 350,000$ TOTAL GENERAL REVENUE 13,607,864$ 14,813,963$ 15,392,038$ 15,023,766$ CASH JULY 1 (Includes designated $)4,103,307$ 3,920,126$ 3,920,126$ 4,703,532$ TOTAL AVAILABLE FOR BUDGET 17,711,171$ 18,734,089$ 19,312,164$ 19,727,298$ EXPENDITURES 13,791,045$ 15,686,305$ 14,608,632$ 16,491,960$ . CASH CARRYOVER (year end operating)3,843,511$ 2,963,523$ 4,618,233$ 3,143,039$ Designated for Capital -$ -$ -$ -$ Assigned Court Technology fees 53,073$ 60,719$ 61,757$ 68,757$ Designated for Parking 23,542$ 23,542$ 23,542$ 23,542$ Total cash available 3,920,126$ 3,047,784$ 4,703,532$ 3,235,338$ Operating Cash Carryover % Unassigned/Undesignated 28.2%20.0%30.0%20.9% ii GENERAL FUND APPROPRIATION SUMMARY # FTE's appropriated FTE's 1 2 1.33 3.2 5.67 4 General City Human Mayor Municipal Government Manager Resources Council City Clerk Finance Attorney Court 110 Salaries 204,490$ 228,043$ 63,179$ 139,995$ 293,286$ 610,103$ 323,421$ 114 Comptime Buyback & severance. Def. Comp.16,000 - 121 Overtime & Spec. Assign PD 250 500 3,500 153 Health Insurance 27,860 25,989 52,620 19,206 38,428 84,878 53,450 155 Retirement 21,896 19,070 2,705 11,783 24,620 51,302 27,137 TOTAL PERSONAL SERVICES - 254,246 273,102 118,504 171,234 372,834 746,283 407,507 210 Supplies/office/computers/Non-capital equip 218 4,000 500 1,200 16,500 400 1,000 60,000 4,500 220 Other supplies, safety equip, ammo 230 Supplies & fuel; chemicals, concession sup 240 Uniforms 312 Postage 17,500 200 320 Printing, advertising, newsletter, books 2,500 - 10,000 1,500 330 Audit, filing fees 35,325 75,500 4,500 102,000 340 Electricity, natural gas 345 Telephone, web, cell, radio, security cameras 1,400 480 1,000 1,500 350 Prof. Services/League/911 disp./Kidsport/Eagle 50,550 2,800 5,500 7,280 89,000 10,000 7,000 362 Maint. services, building, equip,radios,landscaping 6,600 360 Technology services (court)40,000 370 Dues & Training, meetings, League meeting 19,250 39,500 61,000 6,500 12,000 10,000 10,000 380 Medical services 390 Other Purchased Services 10,000 500 Fixed Charges, Insurance, transfers 479,156 SUBTOTAL PURCHASED SERVICES/SUPPLIES 595,631 21,350 119,000 87,500 116,660 102,000 91,000 74,500 600 DEBT SERVICE 940 CAPITAL OUTLAY DEPARTMENT TOTAL 2025 595,631$ 275,596$ 392,102$ 206,004$ 287,894$ 474,834$ 837,283$ 482,007$ 659,495$ 256,604$ 304,472$ 168,641$ 171,906$ 366,873$ 747,486$ 465,845$ 2024 BUDGET (info only) iii # FTE's appropriated 110 Salaries 114 Comptime Buyback & severance. Def. Comp. 121 Overtime & Spec. Assign PD 153 Health Insurance 155 Retirement TOTAL PERSONAL SERVICES 210 Supplies/office/computers/Non-capital equip 218 220 Other supplies, safety equip, ammo 230 Supplies & fuel; chemicals, concession sup 240 Uniforms 312 Postage 320 Printing, advertising, newsletter, books 330 Audit, filing fees 340 Electricity, natural gas 345 Telephone, web, cell, radio, security cameras 350 Prof. Services/League/911 disp./Kidsport/Eagle 362 Maint. services, building, equip,radios,landscaping 360 Technology services (court) 370 Dues & Training, meetings, League meeting 380 Medical services 390 Other Purchased Services 500 Fixed Charges, Insurance, transfers SUBTOTAL PURCHASED SERVICES/SUPPLIES 600 DEBT SERVICE 940 CAPITAL OUTLAY DEPARTMENT TOTAL 2025 2024 BUDGET (info only) GENERAL FUND APPROPRIATION SUMMARY 0.25 1.45 53 25.9 3.75 0.1 101.65 Public Planning Community Works Facilities Police Fire Department Development TOTAL 29,389$ 88,482$ 4,402,060$ 2,665,534 327,743$ 11,652$ 9,387,377$ 58,000 28,000 - 102,000$ 500 145,000 60,000 209,750$ 3,971 16,524 819,483 440,168 69,317 2,086 1,653,980$ 2,435 7,366 562,040 370,389 27,578 972 1,129,293$ 35,795 112,872 5,986,583 3,564,092 424,637 14,711 12,482,400$ 19,500 209,294 52,000 5,000 1,500 375,394$ 28,500 107,343 31,000 166,843$ 6,800 97,920 31,000 700 136,420$ 2,700 20,500 23,200$ 300 18,000$ 5,000 1,725 20,725$ 2,500 500 220,325$ 107,000 107,000$ 1,800 500 26,820 5,500 1,000 200 40,200$ 4,000 102,000 37,513 27,500 37,000 250 380,393$ 54,000 118,204 70,550 249,354$ 40,000$ 5,000 71,160 30,600 9,000 3,700 277,710$ 7,500 42,000 49,500$ 2,000 12,000$ 6,612 4,000 166,620 727,000 388 1,383,776$ 43,712 298,700 849,374 1,039,375 55,588 6,450 3,500,840 71,327 71,327$ 11,700 214,000 211,693 - - 437,393$ 91,207$ 625,572$ 7,047,650$ 4,674,794$ 480,225$ 21,161$ 16,491,960$ 75,820$ 454,640$ 6,746,728$ 4,880,703$ 366,637$ 20,456$ 15,686,306$ iv GENERAL FUND FUND #1000 The general fund receives 80%-90% of its revenue from tax levies (general and permissive health) and other intergovernmental revenues (entitlement share, etc.). The general fund should have enough cash available at July 1st (and January 1st) to pay expenditures, less expected revenues, through December (June). In the general fund, a beginning cash carryover of 20% of budgeted expenditures has been sufficient to pay the fund expenditures through December if a balanced budget is presented. Beginning cash carryover was 28.2% for fiscal year 2024, is 30% for fiscal year 2025 and is estimated to begin fiscal year 2026 at about 20-22%. 0 1000 2000 3000 4000 5000 6000 7000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t GENERAL FUND QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. v GENERAL GOVERNMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 410530 Audit: 331 Annual Report Filing fees $2,555 $3,030 $3,000 $3,500 353 Contract services - Audit $11,719 $17,250 $22,449 $25,325 354 GASB 45 (75) cost for Other Post Empl Benefits $1,750 $8,000 $8,000 $2,000 410560 Central Purchasing: 210 Office Supplies $2,147 $4,000 $858 $4,000 312 Postage $18,224 $17,500 $15,437 $17,500 320 Printing & envelopes $5,819 $2,500 $2,691 $2,500 354 Contract Services - document shredding / 1094 $844 $3,000 $3,308 $5,000 410600-354 Elections: $0 $50,000 $22,874 $25,000 410900 Records Admin.: 331 Publication & Filing Fees $5,997 $4,500 $4,155 $4,500 460452-366 Hockaday-annual building maint. per lease $6,600 $6,600 $6,600 $6,600 460452-355 Mountain Climber contribution $15,000 $15,000 $15,000 $15,000 420000-356 Smith Valley levy reimbursement $264 $350 $256 $350 430300-355 Airport reimbursement $76,771 $25,000 $4,737 $5,000 510310-354 ICMA Fees $0 $0 $250 $200 510330-513 Liability Insurance $330,841 $320,406 $320,406 $298,974 510330-517 Property Insurance $72,813 $82,359 $82,359 $100,182 510330-516 Uninsured Loss (insurance deductible)$66,069 $50,000 $40,506 $50,000 510300 Contingency $6,032 $50,000 $10,658 $30,000 Total $623,445 $659,495 $563,544 $595,631 FUND: GENERAL 1000-400-41XXXX EXPENDITURE DETAIL 1 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: CITY MANAGER ACCOUNT # 1000-401 The City Manager's office administers the affairs of the local government. This includes the direction, supervision, and administration of the departments, agencies, and offices of the local government. Additionally the City Manager implements City Council policy in accordance with Montana Codified Law 7-3-204. As the administrative center of the local government, the City Manager's office strives to meet its purpose by implementing an organizational culture that provides prompt, equitable, effective and economical services to the citizens of Kalispell. This year's overall budget represents attention in response to economic and market pressures in both supplies and workforce management and maintenance. The market based approach for establishing compensation throughout the organization's workforce will aid in the recruitment, and more importantly, the retention of employees providing service to the community. Extensive resources will go toward implementing the Dedicated Emergency Responder Levy with the hiring of additional staffing, acquisition and replacement of equipment, and planning for facilities. Additionally, several large community projects are likely to begin that will incur significant resources, including the grant funded efforts for improvements on West Reserve and planning the Downtown Corridor. CITY MANAGER FUND: GENERAL 1000-401-410210 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 1 1 1 1 110 Salaries and payroll costs $173,840 $190,481 $188,009 $204,490 153 Health Insurance $23,987 $25,364 $25,744 $27,860 155 Retirement & deferred comp.$18,646 $20,358 $20,148 $21,896 Subtotal $216,473 $236,204 $233,901 $254,246 Materials & Services: 210 Supplies $374 $500 $0 $500 312 Newsletter , books $17 $200 $0 $200 345 Telephone $960 $1,200 $960 $1,400 373 Dues & Training $10,665 $12,000 $9,421 $12,500 379 Meetings $6,725 $6,500 $4,900 $6,750 Subtotal $18,741 $20,400 $15,281 $21,350 Total $235,214 $256,604 $249,182 $275,596 EXPENDITURE DETAIL 2 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: In addition to the continuation of the traditional human resource functions necessary within the organization's structure, the Human Resources Department will continue to improve the availability and functionality of the electronic documentation across the organization in its reporting and risk management efforts. Additionally, the Human Resource Department will continue to be substantially involved in the research and implementation of the classification methodology used for positions within the organization. 4. Identify legal trends and employer-employee regulatory changes to determine impact to the organization. HUMAN RESOURCES ACCOUNT # 1000-401 The HR Department provides services and support to departments and their staff to facilitate process improvements, increase effectiveness and efficiencies. The HR Department acts as the advisor for personnel policies & procedures, labor relations and contract administration, job classifications, wage administration, recruitment & selection, employee relations, safety, liability and associated insurance programs, and related state and federal programs. 1. Provide guidance and assist with coordination of personnel matters, including benefits and labor negotiations. 2. Facilitate improvements and streamline documentation used by various departments to improve efficiencies. 3. Monitor "Risk Management" programs, looking for ways to reduce injuries, claims and associated costs. HUMAN RESOURCES FUND: GENERAL 1000-401-410830 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 2 2 2 2 110 Salaries and payroll costs $177,461 $215,580 $211,619 $228,043 153 Health Insurance $22,413 $24,066 $24,010 $25,989 155 Retirement $14,745 $17,826 $17,792 $19,070 Subtotal $214,619 $257,472 $253,421 $273,102 Materials & Services 210 Office Supplies $1,316 $3,500 $3,987 $1,200 338 Recruitment $31,228 $24,000 $35,292 $75,500 354 Contract Services $3,454 $2,500 $2,927 $2,800 373 Dues & Training $14,619 $17,000 $9,477 $39,500 Subtotal $50,617 $47,000 $51,683 $119,000 Total $265,236 $304,472 $305,104 $392,102 EXPENDITURE DETAIL 3 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES The Mayor and Council budget directly accounts for the service and participation within the Montana League of Cities, the National League of Cities, and efforts to engage National and State legislators on areas that are of importance to the City of Kalispell. Furthermore, the FY25 budget reflects the commitment to Council's previous efforts in establishing plans, policies, and activities throughout the organization. These planning efforts are reflected directly and indirectly within the budget document, including the implementation of the Dedicated Emergency Responder Levy and the adoption and implementation of work plans in all of our service delivery departments as identified through the respecticve appropriations. MAYOR/COUNCIL ACCOUNT # 1000-402 The City Council performs the legislative activities for the City of Kalispell, which include enacting ordinances and resolutions, adopting the budget, setting service fees, and appropriating funding to the City's programs and services. DEPARTMENT PERSONNEL: The Kalispell City Council is composed of eight (8) City Councilors and the Mayor. The city is divided into four Wards with two Councilors elected from each and the Mayor elected at-large. The City Council supports the provision of leadership, vision, and direction in responding to the needs of the community. The Council endeavors to represent the citizens of Kalispell and work toward establishing policies to provide services that are fiscally responsible and sustainable. MAYOR / COUNCIL ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 9 9 9 9 110 Salaries and payroll costs $63,163 $63,179 $62,025 $63,179 153 Health Insurance $43,580 $48,786 $46,775 $52,620 155 Retirement PERS $2,661 $2,676 $2,645 $2,705 Subtotal $109,404 $114,641 $111,445 $118,504 Materials & Services: 210 Office Supplies $0 $3,500 $0 $16,500 335 MT. League of Cities Conference $299 $4,000 $1,259 $4,500 354 Contract Services $5,376 $5,500 $1,631 $5,500 373 Dues $28,749 $13,000 $2,126 $31,000 379 Meetings $26,476 $28,000 $21,610 $30,000 Subtotal $60,900 $54,000 $26,626 $87,500 Total $170,304 $168,641 $138,071 $206,004 FUND: GENERAL 1000-402-410100 EXPENDITURE DETAIL 4 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: Budget expenditures support ongoing goals to provide exceptional service to the public and staff in the creation and preservation of city records, and other standard clerk responsibilities; as well as ongoing outreach to the public. CITY CLERK ACCOUNT # 1000-402 The City Clerk’s office is the information, document resource, and official records management office for the City, including preserving the official actions of the City Council and overseeing procurement. Additionally, the City Clerk manages communication efforts with other City Departments, and the general public utilizing a variety of tools such as an internal newsletter, government access channel, press releases, notification listservs and social media campaigns. DEPARTMENT PERSONNEL: City Clerk (1.0) and Deputy Clerk (.33). Goals of the Clerk’s office include supporting staff in reducing the amount of paper records that the city must physically store as official records while complying with all records management and retention laws. Furthering communication efforts is ongoing. CITY CLERK ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 1.33 1.33 1.33 1.33 110 Salaries and payroll costs $117,075 $132,406 $130,245 $139,995 121 Overtime $66 $250 $135 $250 153 Health insurance $16,573 $17,796 $17,743 $19,206 155 Retirement PERS $9,719 $11,023 $10,950 $11,783 Subtotal $143,433 $161,475 $159,073 $171,234 Maintenance & Services: 210 Office Supplies $505 $400 $215 $400 331 Communications - Advertising $271 $500 $300 $102,000 345 Telephone $480 $480 $520 $480 354 Contract Services $236 $450 $4,827 $1,780 352 Codification $3,529 $4,100 $119 $5,500 373 Dues & Training $6,083 $4,500 $3,677 $6,500 Subtotal $11,104 $10,430 $9,658 $116,660 Total $154,537 $171,905 $168,731 $287,894 FUND: GENERAL 1000-402-410150 EXPENDITURE DETAIL 5 PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: (3.2 FTE) .7 Finance Director, 1 Treasurer, .5 Assistant Finance Director, .5 Assessments Coordinator, .5 Accounts Payable Clerk. GOALS OF THIS DEPARTMENT: 1. Evaluate and determine City assessments on properties within the City limits. 2. Ensure that City employees are paid appropriately and timely. 5. Maintain accurate and current financial documentation for City operations. INTENDED OUTCOMES FROM BUDGET EXPENDITURES: The City of Kalispell FY2025 budget will provide the finance department funding to: 1) review, monitor, and satisfy City obligations accurately and timely, 2) general oversight for revenue collection and billing processes, 3) treasury management, 4) record and report financial transactions in compliance with applicable requirements and expectations, 5) coordinate the required financial statement annual audit, 6) promote effective and efficient service to internal and external clients through continuous improvements with office procedures, 7) safeguard official records and ensure they are readily retrievable, 8) provide technical and clerical support for the budget, and continue refining the budget document to provide a more meaningful instrument, and 9) produce and improve the Annual Comprehensive Financial Report that qualifies for the Government Finance Officer's Association Certificate of Excellence in Financial Reporting. This years proposed budget includes purchasing software that will streamline the preparation of our budget and ACFR, ensuring compliance with reporting requirements and improving the overall quality and transparency of our financial reporting. 7. Make accurate financial information easily and readily available to departments. FINANCE ACCOUNT # 1000-403 The Finance Department records and reports all financial transactions, maintains the City's fixed assets records, ensures employees get paid in an accurate and timely manner, manages the City's budget process to maintain fiscal responsibility and compliance with generally accepted accounting principles and State and Federal laws, and provides timely, accurate, clear, and complete financial information and support to the governing body, other City departments, and the citizens of the City of Kalispell. 3. Safeguard financial assets and maximize investment earnings. 4. Issue financial reports accurately and on schedule. 6. Adhere to contractual requirements in grants and other reporting. FINANCE DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 3.2 3.2 3.2 3.2 110 Salaries and payroll costs $248,791 $278,375 $284,204 $293,286 112 Salaries - Retirement $38,449 $0 $0 $16,000 121 Overtime $0 $500 $136 $500 153 Health Insurance $45,219 $45,135 $43,260 $38,428 155 Retirement $20,632 $23,113 $23,816 $24,620 Subtotal $353,091 $347,123 $351,416 $372,834 Materials & Services: 210 Supplies $538 $1,000 $874 $1,000 322 Books $0 $250 $0 $0 353 Contract Services $1,558 $1,500 $11,008 $84,000 354 Contract Services-Grizzly Security $1,173 $1,500 $1,211 $1,500 355 Bank fees $3,088 $3,500 $3,102 $3,500 373 Dues & Training $5,911 $12,000 $4,290 $12,000 Subtotal $12,268 $19,750 $20,485 $102,000 Total $365,359 $366,873 $371,901 $474,834 FUND: GENERAL 1000-403-410550 EXPENDITURE DETAIL 6 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: The FY2025 budget for the Office of City Attorney seeks to maintain the current level of service in all civil and criminal matters. Importantly, the criminal side of the City Attorney's office has maintained the same software since 2006. The current software is outdated and has started to malfunction with the introduction of new software within Kalispell Municipal Court. This proposed budget includes updating this software. The attorney staff shall maintain two full time prosecutors. The prosecutors are assisted by a full-time legal assistant and will be assisted and supervised by the Chief Deputy City Attorney in matters of case management and legal oversight. The Chief Deputy City Attorney shall also assist in the provision of civil legal services in the areas of risk management, contract services, civil litigation, and will, on occasion, act in the role of City Attorney when necessary. The City Attorney works and reports directly to the City Manager in all legal matters of the City, including legislation, ordinance enforcement and personnel matters and also confers directly with all other directors of the City as needs arise. The City Attorney is assisted by a 2/3 legal assistant. DEPARTMENT PERSONNEL: Attorney (4) and Legal Secretary (1.67). The purpose of the Office of the City Attorney is to provide legal counsel and direction to the municipal organization of the City of Kalispell, including its City Manager, its department directors, and the City Council. This effort includes legal guidance on all relevant law and policy pertaining to the business of the municipal organization, through resolution and ordinance preparation, city code maintenance, contract development, and employee relations. Additionally, the Office of the City Attorney defends the interests of the City through preventative legal management, litigation, and prosecution within the Municipal, State, and Federal Courts. The primary goal of the Office of the City Attorney is to provide high quality and timely legal counsel that protects the interests of the City of Kalispell by minimizing exposure to loss and ensuring that the policies set by the City Council are on firm legal footing. CITY ATTORNEY ACCOUNT # 1000-404 ATTORNEY ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 5.67 5.67 5.67 5.67 110 Salaries and payroll costs $466,223 $570,797 $552,644 $610,103 112 Salaries - severance $126,413 $0 $0 $0 153 Health Insurance $73,895 $84,286 $68,766 $84,878 155 Retirement $38,629 $47,472 $46,413 $51,302 Subtotal $705,160 $702,556 $667,823 $746,283 Maintenance & Operations: 210 Office Supplies/computer $5,160 $13,930 $10,570 $10,000 322 Lexis/Nexis; books, subscriptions $10,987 $10,000 $6,799 $10,000 345 Telephone & Communications $857 $1,000 $962 $1,000 350 Software $0 $0 $0 $50,000 354 Contract Services/contingency $753 $10,000 $438 $10,000 373 Dues & Training $5,547 $10,000 $7,812 $10,000 Subtotal $23,304 $44,930 $26,581 $91,000 Total $728,464 $747,486 $694,404 $837,283 FUND: GENERAL 1000-404-411110 EXPENDITURE DETAIL 7 PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: Municipal Court Judge (1), Court Administrator (1), Court Clerks (2). GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: MUNICIPAL COURT ACCOUNT # 1000-406 The purpose of the Kalispell Municipal Court is to serve the community and protect individual rights by providing prompt and fair administration of justice. The Kalispell Municipal Court processes all misdemeanor traffic, criminal and animal control offenses, orders of protection and civil cases that occur within the City limits of Kalispell. The goal of Kalispell Municipal Court is to provide the citizens of Kalispell access to a fair and impartial court system. The fiscal year 2025 Municipal Court budget strives to maintain the ability to provide the citizens of Kalispell access to a fair and impartial justice system. MUNICIPAL COURT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 4 4 4 4 110 Salaries and payroll costs $246,438 $307,302 $295,414 $323,421 121 Overtime $0 $3,500 $0 $3,500 153 Health $38,380 $55,044 $37,750 $53,450 155 Retirement $20,471 $25,500 $24,827 $27,137 Subtotal $305,289 $391,345 $357,992 $407,507 Materials & Services 210 Supplies $2,756 $4,500 $2,797 $4,500 320 Printing & books $875 $1,500 $1,069 $1,500 345 Tele. & Communications $913 $1,500 $992 $1,500 353 Technology funds $19,452 $40,000 $3,661 $40,000 354 Contract Services $10,863 $7,000 $8,581 $7,000 373 Dues & Training $3,850 $10,000 $4,122 $10,000 394 Jury & Witness fees $6,207 $10,000 $2,002 $10,000 Subtotal $44,916 $74,500 $23,224 $74,500 Total $350,205 $465,845 $381,216 $482,007 FUND: GENERAL 1000-406-410360 EXPENDITURE DETAIL 8 PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: (.25 FTE) .05 Public Works Director .05 Deputy Public Works Director .05 Budget Resource Manager .05 Assessment Coordinator .05 Road & Fleet Superintendent GOALS OF THIS DEPARTMENT: 1.Maintain current and accurate mapping. 2.Provide prompt and effective review of site improvement plans. 3.Ensure quality construction of infrastructure meeting minimum standards. 4.Provide quality customer service to support existing services and new projects during development stages. 5.Provide effective city budgeting guidance. INTENDED OUTCOMES FROM BUDGET EXPENDITURES PUBLIC WORKS ADMINISTRATION ACCOUNT # 1000-410 Public Works Administration supports community services and growth that sustains and improves the quality of community life through continued services, planning, accurate design, and quality construction. To assist others in providing and maintaining proper community infrastructure and facilities. The FY25 Public Works Administration budget reflects the continuation of Public Works administrative support for City services, permitting, utility management, surveying, GIS mapping, engineering, construction, and development projects. The budget allows for the continuation of development and implementation of a web-based platform that provides employees and customers with a single access point for information regarding Public Works services including street maintenance, traffic controls, solid waste, utility services and permitting. Funds have also been allocated to update aerial imagery to support public interface with infrastructure and city maps. PUBLIC WORKS - ADMINISTRATION ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 0.20 0.25 0.25 0.25 110 Salaries and payroll costs $23,064 $27,752 $27,507 $29,389 153 Health Insurance $3,405 $3,901 $3,880 $3,971 155 Retirement $1,895 $2,274 $2,280 $2,435 Subtotal $28,364 $33,927 $33,667 $35,795 Materials & Services: 210 Office Supplies, Computers, and other Supplies $11,053 $15,500 $10,297 $16,000 218 Non Capital Equip/Engineering Tools, & Safety Supplies $1,394 $3,500 $1,268 $3,500 231 Gas $6,020 $6,800 $6,463 $6,800 345 Telephone & Communications $1,326 $1,600 $2,283 $1,800 354 Contract Services $5,337 $4,000 $2,647 $4,000 373 Dues & Training $4,690 $5,000 $5,025 $5,000 521 Central Garage Transfer $4,327 $5,494 $5,494 $6,612 Subtotal $34,147 $41,894 $33,477 $43,712 Capital Outlay 940 Machinery & Equipment $9,473 $0 $0 $11,700 Total $71,984 $75,821 $67,144 $91,207 Line Item Detail: PUBLIC WORKS 354 Contract Services - $4,000 $2,000 is for an aerial imagery update, used for aerial backdrop on the public portal on the City's website . With the growth in Kalispell, the current satellite aerial mapping needs to be updated regularly. Cost split with Planning/Building. Total Cost $4,000 940 Machinery & Equipment - $11,700 $11,700 - Hybrid Truck - Scheduled replacement of 2005 vehicle used for field inspections. Cost shared between Public Works, Water, Sewer, Storm, Street and Solid Waste. Total Cost $70,200. If the City receives the Energy Block Grant it would cover 54% of the total allocated cost. FUND: GENERAL 1000-410-430100 EXPENDITURE DETAIL FY 2025 BUDGET HIGHLIGHTS 9 PURPOSE OF THIS DEPARTMENT: The purpose of the City Facilities Maintenance is to provide safe and clean buildings for employees and citizens to transact municipal business. DEPARTMENT PERSONNEL: (1.45 FTE) City Facilities Maintenance shares personnel costs of Parks Superintendent, 1 Parks Caretaker, and a dedicated Custodial Position. GOALS OF THIS DEPARTMENT: 1. Provide essential building and janitorial services for the downtown city offices. 2. Provide specialized services in the areas of HVAC, plumbing, electrical and mechanical systems. INTENDED OUTCOMES FROM BUDGET EXPENDITURES: CITY FACILITIES MAINTENANCE ACCOUNT # 1000-412 Continue to maintain City Hall, Public Safety bulding, Station 61, Station 62, and the Parks and Recreation Office. Proposed in this budget is a new roof for City Hall, flooring for the Police Deptartment, replacing a 2nd boiler, cooling tower rebuild, public safety planter rebuild, garage door rebuild at Station 61, security improvements for City Hall and the Public Safety Building, and contract cleaning on a rotating schedule. CITY FACILITIES MAINTENANCE EXPENDITURE DETAIL ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 1.45 1.45 1.45 1.45 110 Salaries $72,513 $83,711 $81,600 $88,482 121 Overtime $0 $0 $0 $500 153 Health Insurance $13,349 $15,307 $17,652 $16,523 155 Retirement $5,964 $6,892 $6,797 $7,366 Subtotal $91,826 $105,910 $106,048 $112,871 Maintenance & Operations: 220 Security Improvements $0 $85,700 $65,989 $20,000 224 Janitorial Supplies $6,996 $7,600 $8,455 $8,500 241 Tools (mops, brooms, shovels)& Supplies $986 $1,500 $1,281 $2,700 341 Electricity $48,674 $50,000 $48,013 $54,000 344 Natural Gas $44,009 $45,430 $32,408 $53,000 345 Telephone $446 $500 $447 $500 354 Contract Services, remediation project $16,747 $15,000 $15,622 $77,000 355 HVAC Maintenance Contract $18,076 $21,500 $22,876 $25,000 361 Elevator Maintenance/fire alarm maint.$8,857 $7,500 $11,228 $9,000 362 Equipment Maintenance $9,865 $20,000 $14,147 $20,000 366 Building Maintenance $30,348 $25,000 $23,583 $25,000 545 County Landfill & recycling $3,582 $4,000 $3,680 $4,000 920 Building Improvement $68,690 $65,000 $55,923 $214,000 Subtotal $257,276 $348,730 $303,652 $512,700 Total $349,102 $454,640 $409,700 $625,572 220 Security Improvements 920 Building Improvement Security Camera Replacement PSB Replace boiler (2of2) PD flooring 354 Contract Services, remediation project Cooling Tower rebuild Contract Cleaning City Hall Roof Station 61 Garage Door Rebuild PSB Planter Bed Rebuild FUND: 1000-412-411230 FY 2025 BUDGET HIGHLIGHTS 10 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: POLICE DEPARTMENT ACCOUNT # 1000-413 As members of the community we are committed to excellence for those we serve, ourselves and each other through the shared values of Integrity, Compassion, Service, Professionalism and Honor. The police department strives to inspire a sense of safety in the community through specialized police services including patrol, investigations, school resource officers, special response, and policing strategies that support these activities and the overall purpose of community based policing. To provide professional law enforcement services to the residents and visitors to the City of Kalispell through a well-trained, well equipped, and dedicated staff. The capital budget reflects one updated emergency response vehicle to replacing aging models. The non-capital budget adds 4 new radios to replace aging equipment. The biggest change you will see is KPD partnering with AXON for a suite of services to include our BWC, Fleet Cameras, Taser program, Digital Evidence Storage, and AXON Standards software. This will result in this equipment continually staying up to date and replaced every 2.5 to 5 years and eliminates in house digital storage issues. The Kalispell Police Department strives to be a proactive agency that continually attempts to find innovative solutions and ways to partner with our community to provide the highest level of service. The Dedicated Levy fund will provide 2 marked patrol vehicles and equipment, 2 unmarked detective vehicles, funding towards AXON camera equipment, as well as miscellaneous costs associated with personnel growth through the levy. DEPARTMENT PERSONNEL: 43 sworn officers including one Chief of Police, three Captains, one Lieutenant, seven Sergeants, three Detectives, four School Resource Officers, 23 Patrol Officers, and one Canine Handler. Our non-sworn staff includes an Animal Warden, Court Security Officer and a Parking Enforcement Officer, 4 Records/Crime Analysts, one Evidence Custodian, one Records Management Specialist and two Administrative Assistants. POLICE DEPARTMENT FUND: GENERAL 1000-413-420140 ACTUAL BUDGET ACTUAL BUDGET POLICE - ADMINISTRATION FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 37 37 37 37 110 Salaries and payroll costs $2,563,353 $3,055,993 $2,861,813 $3,171,819 112 Severance-retirement $54,337 $45,000 $0 $50,000 114 Comp time Buyout $8,753 $8,000 $6,574 $8,000 121 Overtime (REG & AET OT)$84,237 $80,000 $65,303 $80,000 123 Special Assignment Overtime $26,472 $35,000 $16,958 $35,000 153 Health Insurance $461,429 $533,321 $479,545 $579,927 155 Retirement $330,263 $402,034 $368,195 $417,265 Subtotal $3,528,844 $4,159,348 $3,798,388 $4,342,011 Maintenance & Operations: 210 Office Supplies $3,005 $5,000 $2,132 $5,000 215 Computer supplies/equipment/maint.$6,938 $4,310 $3,172 $4,710 218 Equipment non-capital $32,134 $48,946 $50,116 $50,085 219 Equipment - leased $0 $0 $0 $146,500 220 Investigative Supplies $5,049 $7,230 $4,816 $7,100 221 Safety Equipment $12,170 $16,200 $22,990 $5,800 225 Major Case Unit supplies $2,896 $2,780 $1,841 $3,018 226 SRT Support/supplies $8,768 $21,500 $17,557 $25,000 227 Ammo & Supplies $51,466 $56,500 $55,414 $51,750 228 Patrol Car Supplies $6,133 $2,100 $2,956 $6,400 229 Other Supplies $9,735 $13,000 $12,439 $8,275 230 Crime Prevent. Supplies $690 $1,000 $1,001 $1,500 231 Gas $75,758 $85,000 $71,136 $90,000 234 Crisis Negotiations $168 $2,400 $2,098 $4,920 237 Reserve Program Supplies $240 $1,500 $421 $1,500 320 Printing $2,966 $4,500 $7,359 $5,000 345 Telephone & Communications $21,738 $23,500 $22,293 $26,820 354 Contract Services $69,780 $83,000 $51,102 $24,463 357 Forensic Analysis/Pathology $4,285 $7,000 $3,724 $5,000 358 Canine/Animal :Vet. Treatment $22,871 $4,900 $3,274 $5,050 362 Building Maintenance (Search Bay)$0 $0 $0 $10,000 363 Office Equip Maintenance $2,442 $2,500 $549 $1,500 365 Mandatory maint. & licensing/software $39,515 $75,640 $51,694 $56,204 369 Radio Maintenance $3,183 $6,500 $7,963 $6,500 con't EXPENDITURE DETAIL 11 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 373 Dues & Training $53,824 $60,500 $49,024 $56,660 375 Regional Training & Testing (reimbursed)$5,102 $14,500 $1,323 $14,500 380 Training Supplies $4,000 $4,000 $4,000 $4,000 388 Medical Services*$4,650 $3,000 $4,653 $3,500 392 Prisoners Room & Board/ medical treatment $1,799 $3,255 $1,189 $2,000 521 Central Garage Transfer $80,722 $97,230 $97,230 $91,370 530 Rent / Secure Storage $8,400 $8,400 $8,400 $0 Subtotal $540,427 $665,891 $561,866 $724,125 Capital Outlay: 942 Equipment (watchguard camera/motorola radio)$0 $12,500 $14,287 $8,068 944 Vehicles $151,441 $228,000 $228,476 $203,625 Subtotal $151,441 $240,500 $242,763 $211,693 RECORDS 420142 Personal Services: FTE's 3.75 4 4 4 110 Salaries $164,139 $205,766 $190,657 $217,127 121 Overtime $3,117 $6,500 $2,772 $6,500 153 Health Insurance $45,057 $48,693 $45,672 $52,450 155 Retirement $13,855 $17,033 $16,246 $18,171 Subtotal $226,168 $277,992 $255,347 $294,249 Subtotal Police & Administration $4,446,880 $5,343,731 $4,858,364 $5,572,077 DETECTIVES 420141 Personal Services: FTE's 5 5 5 5 110 Salaries $396,524 $454,688 $440,447 $476,559 121 Overtime $10,684 $15,000 $10,890 $15,000 123 Overtime (Safe Neighborhood Task Force)$2,318 $8,000 $2,293 $8,000 153 Health Insurance $74,262 $81,447 $71,080 $76,688 155 Retirement $53,251 $60,948 $59,279 $63,887 Subtotal $537,039 $620,083 $583,989 $640,135 con't EXPENDITURE DETAIL - CONTINUED POLICE DEPARTMENT FUND: GENERAL 1000-413-420140 12 POLICE DEPARTMENT FUND: GENERAL 1000-413-420140 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 RESOURCE OFFICERS 420144 Personal Services: FTE's 4 4 4 4 110 Salaries and payroll costs $272,395 $342,463 $300,046 $357,445 153 Health Insurance $46,761 $57,913 $47,858 $62,351 155 Retirement $35,529 $46,001 $39,205 $48,014 Subtotal $354,685 $446,377 $387,109 $467,809 ANIMAL CONTROL 420145 Personal Services: FTE's 1 1 1 1 110 Salaries and payroll costs $35,496 $56,243 $52,711 $59,377 121 Overtime $0 $500 $0 $500 153 Health Insurance $7,272 $10,357 $9,355 $11,124 155 Retirement $2,910 $4,482 $4,339 $4,784 Subtotal $45,678 $71,582 $66,405 $75,785 PARKING SERVICES 420147 Personal Services: FTE's 2 2 2 2 110 Salaries and payroll costs $95,600 $113,801 $111,027 $119,733 153 Health Insurance $31,963 $34,330 $33,695 $36,943 155 Retirement $7,854 $9,324 $9,247 $9,918 Subtotal $135,418 $157,455 $153,969 $166,594 Maintenance & Operations: 210 Supplies, office, computer, printing, misc.$2,772 $3,000 $2,520 $3,000 354 Contract Services $1,960 $3,000 $2,146 $3,000 362 Lot maintenance, auto $3,716 $10,000 $10,879 $24,000 365 Snow removal $26,085 $20,000 $28,555 $20,000 550 Lot lease payments $1,269 $1,500 $1,123 $1,500 Subtotal $35,802 $37,500 $45,223 $51,500 Subtotal Parking Services $171,220 $194,955 $199,192 $218,094 con't EXPENDITURE DETAIL - CONTINUED 13 FUND: GENERAL 1000-413-420140 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Operating Transfers: 827 To Drug Fund 2916 $64,000 $64,000 $25,000 $64,000 829 Transfer to Block Grant 2919 $6,000 $6,000 $6,000 $9,750 Subtotal $70,000 $70,000 $31,000 $73,750 Total $5,625,502 $6,746,728 $6,126,059 $7,047,650 EXPENDITURE DETAIL - CONTINUED POLICE DEPARTMENT 14 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: In this 24/25 budget cycle we are continuing our replacement of various aged and non-compatible service delivery equipment specific to Fire Suppression and general non capital goods. Funding will go toward maintenance and repair of infrastructure for station 62. We are also participating in a regional grant with all Fire and EMS services for radio upgrades. If this Radio Grant fails for a fourth attempt, an addition of $80,000 has been added to Fire 940 line. Also in this 940 line, $105,000 was budgeted to replace the chassis for our out dated Brush rig to a Dodge 5500 Diesel Crew cab. The Fire Department is also in need of a new 1/2 Pick up, with Canopy and Light bar for emergency response. ($70,000 added to budget) The department currently has just 1 multi use vehicle- 2001 Ford P/U that is used for snow plowing, any travel or other needed use. FIRE DEPARTMENT ACCOUNT # 1000-416 The Kalispell Fire Department exists to limit the threat and impact of uncontrolled residential, commercial and industrial fires through education, prevention, and response activities. DEPARTMENT PERSONNEL: Chief, Assistant Chief, and Clerk split (50%) with the Ambulance department. 3 Captains, 3 Lieutenants, 6 Engineers, and 12 Firefighters. One building inspector performs fire inspections and is funded 40%. The Kalispell Fire Department trains and provides community education services to minimize the impact of emergency events within the community. FIRE DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 25.9 25.9 25.9 25.9 110 Salaries (25.5 fte)$2,304,039 $2,521,747 $2,439,547 $2,633,937 110 Salaries -Prevention (.4 fte)$23,738 $30,008 $28,464 $31,598 112 Salaries - Retirement $0 $15,000 $11,446 $10,000 114 Comp Time Buyout $4,555 $5,500 $3,090 $5,500 115 Out of Rank Pay $11,129 $12,500 $12,352 $12,500 121 Overtime $130,462 $60,000 $184,804 $60,000 153 Health Insurance $402,498 $443,566 $399,086 $440,168 155 Retirement $304,835 $355,470 $319,180 $370,389 Subtotal $3,181,256 $3,443,791 $3,397,969 $3,564,092 Maintenance & Operations: 210 Office Supplies, computer supplies $4,403 $5,300 $5,203 $5,500 218 Equipment (Non Capital)$22,451 $32,500 $28,991 $46,500 221 Safety Equipment, consumable tools, uniforms $94,928 $24,000 $24,857 $24,000 224 Janitorial Supplies $4,900 $6,000 $7,768 $7,000 231 Gas $23,986 $24,000 $21,864 $31,000 241 Consumable Tools/Uniforms $20,112 $19,025 $17,557 $20,500 320 Printing $799 $200 $181 $225 322 Books/Fire Prevention week materials/codes $1,374 $1,400 $1,576 $1,500 345 Telephone & Communications $3,726 $5,500 $5,759 $5,500 354 Contract Services $65,223 $80,000 $82,504 $27,500 362 Equipment Maintenance $5,077 $6,800 $6,331 $6,800 366 Building Maintenance - station 62 $26,292 $16,000 $17,028 $58,000 369 Radio/pager- Equip.& Maintenance $3,199 $5,500 $2,676 $5,750 373 Dues & Training, meetings $23,521 $28,000 $32,893 $30,600 388 Firefighter Physicals $28,813 $40,000 $40,000 $42,000 521 Central Garage Transfer $18,926 $34,359 $34,359 $42,000 820 Operating transfer to Ambulance Fund $890,000 $890,000 $850,000 $685,000 Subtotal $1,237,730 $1,218,584 $1,179,547 $1,039,375 610/620 Debt Retirement: Fire Pumper (FY18 & FY23 )$51,444 $98,328 $62,194 $71,327 940 Capital Equipment Rescue tool replacement $45,016 $120,000 $119,489 $0 945 Capital Equipment for new 2025 engine $0 $0 $0 $0 Total $4,515,446 $4,880,703 $4,759,199 $4,674,794 FUND: 1000-416-420400;420470 EXPENDITURE DETAIL 15 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: During FY2025, the Planning Department will review land use applications and coordinate those through the public hearing process in accordance with City policies and procedures. Staff will review building permit applications in accordance with applicable zoning regulations and also provide zoning enfocement on a complaint basis. Staff will begin implementation of the Montana Land Use Planning Act. Under the Act, the current growth policy, subdivision regulations, and zoning regulations are largely replaced with a new land use planning paradigm. The concept is that a land use plan is established with extensive public input. The plan then becomes a guiding document for land use decisions, many of which, such as subdivisions, become administrative rather than conducted through a public hearing process. When time allows, staff will be heavily involved in the planning for Main Street through the Safe Streets for All Planning Grant. PLANNING DEPARTMENT ACCOUNT # 1000-420 The purpose of the Planning Department is to develop and implement appropriate plans and policies that facilitate short and long term growth needs for the City of Kalispell. DEPARTMENT PERSONNEL: Planning Director (.65), Office Supervisor (.5), Senior Planner (1) and Planner (1). The Planning Department has several primary documents that are reviewed and updated to guide development and zoning for the City of Kalispell. These documents typically get adopted through extensive public hearing processes. These include the Kalispell Growth Policy Plan-It 2035 (including the Core Area Plan and Downtown Plan), Zoning Code and Subdivision Regulations for the City of Kalispell. PLANNING & ZONING ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 3.15 3.15 3.15 3.75 110 Salaries and payroll costs $242,024 $274,208 $271,267 $327,743 153 Health Insurance $43,097 $46,284 $46,068 $69,317 155 Retirement $20,081 $22,820 $22,789 $27,578 Subtotal $305,201 $343,312 $340,124 $424,637 Maintenance & Operations: 210 Office Supplies/Equip/ Software $1,809 $5,000 $47 $5,000 231 Gas $331 $550 $264 $700 331 Publication & Filing Fees, Books, Printing $1,739 $2,500 $1,164 $2,500 345 Telephone $500 $1,000 $459 $1,000 353 MCR Grant - Public Relations Firm SB382 Implementation $0 $0 $0 $30,000 354 Contract Services $6,009 $6,000 $6,594 $7,000 373 Dues & Training $9,697 $8,000 $8,304 $9,000 521 Central Garage Transfer $81 $275 $275 $388 Subtotal $20,166 $23,325 $17,107 $55,588 Total Budget $325,367 $366,637 357,231$ $480,225 FUND: 1000-420-411020 EXPENDITURE DETAIL 16 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: 1. Support the economic and physical development of Kalispell. 2. Provide quality working, living and recreational environments. 3. Promote diverse and affordable housing. 4. Support education and employment opportunities. 5. Act as liaison to business, tourism, education, community and economic development groups. INTENDED OUTCOMES FROM BUDGET EXPENDITURES: COMMUNITY DEVELOPMENT ACCOUNT # 1000-480 Community Development works collaboratively with the community to improve the overall quality of place and life for residents and businesses. DEPARTMENT PERSONNEL: Community Development Manager (1) This position is partially funded through the Westside TIF, Glacier Rail Park TEDD and the Downtown TIF. During FY2025 budget highlights include continued Brownfield environmental assessments, and remediation work as needed to spur redevelopment of underutilized sites. Implementation of the USDOT Safe Streets for All planning grant. Staff will work with local partners on grant applications for housing and public infrastructure projects in the City. COMMUNITY DEVELOPMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 0.60 0.10 0.10 0.10 110 Salaries & Wages $36,846 $11,163 $10,975 $11,652 153 Health Insurance $5,173 $1,971 $1,465 $2,086 155 Retirement $3,059 $920 $922 $972 Subtotal $45,078 $14,056 $13,362 $14,711 Materials and Services: 210 Office Supplies $1,172 $1,200 $37 $1,000 211 Grant Administration Expenses/project exp $120 $500 $0 $500 312 Postage & Printing $0 $300 $0 $300 334 Montana West Membership $500 $500 $500 $500 345 Telephone, Communications $245 $400 $92 $200 354 Contract Services $84 $250 $0 $250 373 Dues & Training $4,281 $2,500 $3,154 $3,000 379 Meetings $60 $750 $700 Subtotal $6,462 $6,400 $3,783 $6,450 Total $51,540 $20,456 $17,145 $21,161 FUND: 1000-480-470210 EXPENDITURE DETAIL 17 Page Fund Dept PUBLIC SAFETY 1-3 2230 Ambulance 1,560,642$ 4 2956 Fire Grants 110,000$ 5 2957 Hazmat Grant 22,800$ 6 2958 Hazmat Sustainment Grant 73,795$ 7-8 2399 Impact Fees 2,755,000$ 9-12 2273 Emergency Responder Levy 3,904,238$ 13 2915 Stonegarden Grant 42,221$ 14 2916 Drug Enforcement Grant 112,379$ 15 2917 DUI Grant 117,060$ 16-17 2919 Law Enforcement Grants 182,518$ 18 2951 OPIOID Settlement 120,381$ 19-21 2394 Building Dept.1,480,649$ Total 10,481,683$ SPECIAL REVENUE FUNDS PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: AMBULANCE FUND #2230 The Kalispell Ambulance provides Advanced Life Support medical response, treatment and transport of the sick and injured, and public safety education. DEPARTMENT PERSONNEL: Chief, Assistant Chief, and Clerk split (50%) with the Fire department, and 8 Firefighters. The goal of the Kalispell Ambulance Department is to provide effective medical response and educate the community on safe living practices. The primary outcome of the FY 24/25 budget is the continuation of emergency medical response and outreach services. Focus will be on internal and external communication, EMS reporting improvements and operational accountability. There are marginal increases in the budget for fuel, medical supplies and equipment as there has been increases in those markets in part due to the continuation of inflation, supply chain difficulties causing national shortages. In the 940 line, an addition of $205,000 to rebuild/re-mount the 2016 box on a new 2025/2026 Ford Super Duty Super Cab chassis. The actual cost will be reduced by the trade in value of the 2016 Chassis. AMBULANCE FUND FUND #2230 The ambulance fund receives approximately 40%-60% of its revenue from tax levies (general and permissive health) and other intergovernmental revenues (entitlement share, etc.) thru a general fund transfer and a special levy. The ambulance fund should have enough cash available at July 1st (and January 1st) to pay expenditures, less expected revenues, through December (June). In the ambulance fund, a beginning cash carryover of 25%-35% of budgeted expenditures would be sufficient to pay the fund expenditures through December if a balanced budget is presented. Beginning cash carryover was 1.5% for fiscal year 2024, is 1.3% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 2-4%. -100 0 100 200 300 400 500 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t AMBULANCE QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 1 AMBULANCE FUND FUND: 2230-440-420730 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $27,131 $22,293 $22,293 $195,294 Total Cash Available $27,131 $22,293 $22,293 $195,294 REVENUES 342050 Services billed $1,566,826 $1,351,351 $1,265,034 $1,351,351 A/R change ($104,413)$0 ($19,944)$0 Write -offs, uncollectible Medicare, etc. approx. 63%($999,127)($851,351)($800,134)($851,351) Net collections $463,286 $500,000 $444,956 $500,000 342070 County EMS Levy $167,558 $160,000 $261,778 $230,000 Donations / Misc / Training Reimb (fy25)$134 $0 $55,215 $5,000 Transfer from General Fund $890,000 $890,000 $850,000 $685,000 Total $1,520,978 $1,550,000 $1,611,949 $1,420,000 Total Available $1,548,109 $1,572,293 $1,634,242 $1,615,294 EXPENSES Ambulance Service $1,222,113 $1,392,254 $1,337,137 $1,473,678 Debt service $39,104 $44,550 $44,004 $43,324 Capital $264,599 $105,401 $57,807 $43,640 Total $1,525,816 $1,542,205 $1,438,948 $1,560,642 ENDING CASH Operating cash available $22,293 $30,088 $195,294 $54,652 PROJECTED REVENUE AND FUND SUMMARY 2 AMBULANCE FUND ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 9.50 9.50 9.50 9.50 110 Salaries & Wages $714,956 $824,009 $739,104 $853,329 114 Comp Time Buyout $0 $3,500 $0 $3,500 115 Out of Rank Pay $0 $3,300 $0 $3,300 121 Overtime $43,894 $30,000 $102,288 $30,000 153 Health Insurance $126,175 $139,951 $130,722 $154,029 155 Retirement $92,136 $107,145 $96,042 $110,953 Subtotal $977,161 $1,107,905 $1,068,156 $1,155,111 Materials and Operations 210 Office Supplies/equip/computer $4,071 $3,400 $3,455 $3,400 218 Equipment - Non-Capital $3,837 $4,800 $1,818 $4,800 231 Gas $12,395 $13,000 $11,223 $15,000 241 Consumable Tools/uniforms $4,428 $5,500 $5,018 $5,500 312 Postage & printing $178 $1,000 $229 $1,000 345 Telephone & Communications $1,178 $2,000 $2,196 $2,000 354 Contract services $13,503 $32,800 $26,294 $35,000 359 Collection Serv./Credit Card Fees/audit fees $5,024 $5,300 $3,810 $5,300 362 Equipment maintenance & radio maint.$3,395 $5,500 $662 $5,750 373 Dues & Training $13,586 $16,500 $18,275 $27,000 388 Exposure Testing/Immun. $7,054 $2,000 $3,434 $2,000 391 Treatment-Medical Supplies $58,222 $62,000 $63,093 $63,500 510 Property & Liability Ins. $14,855 $15,480 $14,605 $12,373 521 Central Garage Transfer $15,535 $19,995 $19,994 $21,769 522 Administrative Transfer $48,656 $48,876 $48,877 $58,947 528 Information Tech. Transfer $38,686 $46,198 $45,998 $55,228 Subtotal $244,603 $284,349 $268,981 $318,567 610/620 Debt Retirement: Ambulance $39,104 $44,550 $44,004 $43,324 940 Equipment (carryover)$264,599 $105,401 $57,807 $43,640 Total $1,525,467 $1,542,205 $1,438,948 $1,560,642 EXPENDITURE DETAIL FUND: 2230-440-420730 3 FIRE GRANTS ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $6,369 $6,369 $6,369 $6,404 REVENUES 331120 Assistance for Firefighters Grant $0 $0 $0 $94,500 365010 Town Pump Grant - Fire Suppression & Rescue $0 $6,000 $6,000 $0 365020 Donations/Roundup for Safety $1,816 $5,000 $3,500 $5,000 383001 City Share transfer from Levy $0 $0 $0 $10,500 Total $1,816 $11,000 $9,500 $110,000 Total Available $8,185 $17,369 $15,869 $116,404 EXPENDITURES 221 Safety Equipment - Roundup for Safety $1,816 $5,000 $3,465 $5,000 218 Rescue Equipment - Townpump Grant $0 $6,000 $6,000 $0 420415-940 AFG GRT fy24/25 Radio $0 $0 $0 $105,000 $1,816 $11,000 $9,465 $110,000 CASH: operating $6,369 $6,369 $6,404 $6,404 ENDING CASH FUND: 2956-416-420400 PROJECTED REVENUE/EXPENDITURE AND FUND SUMMARY 4 HAZMAT GRANT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $43,876 $27,625 $27,625 $23,354 REVENUES 334021 Hazmat Grant $538 $0 $5,000 $0 371010 Investments $1,018 $300 $1,061 $500 Total $1,556 $300 $6,061 $500 Total Available $45,432 $27,925 $33,686 $23,854 EXPENDITURES 420410-125 OT - Pass Thru Hazmat $15,077 $5,000 $4,943 $5,000 218 Equipment - Pass Thru Hazmat $2,183 $10,000 $4,742 $14,800 373 Travel - Pass Thru Hazmat $547 $3,000 $647 $3,000 Total $17,807 $18,000 $10,332 $22,800 CASH: operating $27,625 $9,925 $23,354 $1,054 FUND: 2957-416-420400 PROJECTED REVENUE/EXPENDITURE AND FUND SUMMARY ENDING CASH 5 HAZMAT TEAM SUSTAINMENT GRANT amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $0 $0 $0 $0 REVENUES 331113 Hazmat Team Sustainment Grant $16,320 $101,061 $27,266 $73,795 Total $16,320 $101,061 $27,266 $73,795 Total Available $16,320 $101,061 $27,266 $73,795 EXPENDITURES 240 Equipment - Hazmat Team Sustainment Grant $16,320 $101,061 $27,266 $73,795 Total $16,320 $101,061 $27,266 $73,795 CASH: operating $0 $0 $0 $0 FUND: 2958-416-420455 PROJECTED REVENUE/EXPENDITURE AND FUND SUMMARY ENDING CASH 6 PUBLIC SAFETY IMPACT FEES FUND: 2399 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Beginning Cash 10100 Cash: Administration 5%$18,461 $13,879 $13,879 $7,588 10172 Cash: Police $186,313 $215,919 $215,919 $234,742 10173 Cash: Fire $1,830,595 $2,132,956 $2,132,956 $2,372,527 Total Cash $2,035,369 $2,362,754 $2,362,754 $2,614,857 Revenue 341072 POLICE (less admin)$20,173 $19,000 $10,215 $19,000 341072 5% Admin $1,062 $1,000 $538 $1,000 341073 FIRE (less admin)$256,434 $237,500 $154,527 $186,000 341073 5% Admin $13,497 $12,500 $8,133 $9,000 371010 Interest Revenue -distributed to cash POLICE $3,073 $1,200 $9,369 $2,000 Interest Revenue -distributed to cash FIRE $48,146 $18,800 $84,321 $40,000 Total Revenue $342,385 $290,000 $267,103 $257,000 Total Available $2,377,754 $2,652,754 $2,629,857 $2,871,857 Expenditure 900 Fire Department (inc debt service, less impact review)$0 $1,900,000 $0 $2,500,000 Police Department (less impact review)$0 $100,000 $0 $240,000 Administrative transfer $15,000 $15,000 $15,000 $15,000 Total Expenditures $15,000 $2,015,000 $15,000 $2,755,000 Ending CashCash: Administration 5%$13,879 $12,379 $7,588 $2,588 10100 Cash: Police $215,919 $136,119 $234,742 $15,742 10172 Cash: Fire $2,132,956 $489,256 $2,372,527 $98,527 10173 Total Cash $2,362,754 $637,754 $2,614,857 $116,857 REVENUE PROJECTION 7 PUBLIC SAFETY IMPACT FEES ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 413 420140-940 Police Department -facility remodel $0 $100,000 $0 $240,000 610/620 BOI Principal/Interest $0 $0 $0 $0 Subtotal Police $0 $100,000 $0 $240,000 416 420400-940 Fire Department -available funds $0 $1,900,000 $0 $2,500,000 Subtotal Fire $0 $1,900,000 $0 $2,500,000 400 20100-522 Administrative charge $15,000 $15,000 $15,000 $15,000 Subtotal Administration $15,000 $15,000 $15,000 $15,000 Total $15,000 $2,015,000 $15,000 $2,755,000 FUND: 2399 An Impact Fee committee oversees the recommendations for use of these funds. The fire department purchased a portion of a ladder truck with impact fees and pays related debt with impact fees. Impact fees can be used for capital purchases related to growth. Amounts budgeted are amounts anticipated to be available for fire and police purchases of items approved on their capital improvement plan. Capital purchases must have a minimum 10 year life. PROGRAM DESCRIPTION EXPENDITURE SUMMARY/ DETAIL 8 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: Funding for FY25 will go towards hiring and outfitting 11 personnel in our law enforcment department and hiring 12 personnel in our Fire/EMS ambulance. These hires will include additional officers on the street and an additional dedicated fire response unit that is also available to responde to medical calls. Additional funding will be set aside for design and construction of the Fire Station 63, which will start this fiscal year with design and potential construction, pending the design and project bid process. To enhance the emergency response capabilities of the City of Kalispell, providing a higher level of service to our community. The allocation of funds from this levy will be dedicated to improving and maintaining our emergency response services. EMERGENCY RESPONDER LEVY ACCOUNT # 2273-413 & 2273-416 The Emergency Responder Levy would fund Kalispell Law Enforcement with 11 additional employees, and the Fire/EMS department with a third fire station and 27 additional employees and related capital equipment to support these operations. DEPARTMENT PERSONNEL: 10 sworn officers including 2 Detectives. 1 Crime Analyst. 2 Fire Captains and 10 FF/Paramedics. EMERGENCY RESPONDER LEVY FUND: 2273-413-420140 58.43 BUDGET FY24/25 Beginning Cash 10100 Cash Operations:$0 Total Cash $0 Revenue 311100 Real Estate taxes $4,450,000 311200 Personal Property taxes $0 312000 Penality & Interest $0 381060 Operating Transfer - Health Insurance $190,000 Total Revenue $4,640,000 Total Available $4,640,000 Expenditure 900 Police Department $1,609,554 900 Fire Department $2,294,684 $3,904,238 Total Expenditures Ending Cash 10100 Cash: Fire Station $735,762 Total Cash $735,762 REVENUE PROJECTION 9 EMERGENCY RESPONDER LEVY BUDGET POLICE ADMINISTRATION FY24/25 413-420140Personal Services: FTE's 8 110 Salaries $633,525 121 Overtime $10,000 153 Health Insurance $135,764 155 Retirement $85,136 Subtotal Police $864,424 Maintenance & Operations: 215 Computer supplies/equipment/maint.$24,475 218 Equipment non-capital $71,500 219 Equipment - leased $33,000 221 Safety Equipment $8,000 227 Ammo & Supplies $33,100 345 Telephone & Communications $1,480 373 Dues & Training $21,500 Subtotal $193,055 Capital Outlay: 944 Vehicles - 2 patrol 2 unmarked $240,000 Subtotal $240,000 Operating Transfers: 829 Transfer to Block Grant 2919 $7,500 Subtotal $7,500 EXPENDITURE SUMMARY/ DETAIL FUND: 2273-413-420140 10 EMERGENCY RESPONDER LEVY BUDGET DETECTIVE FY24/25 420141 Personal Services: FTE's 2 110 Salaries $166,004 121 Overtime $10,000 153 Health Insurance $31,202 155 Retirement $22,129 Subtotal $229,335 CRIME ANALYST 420142 Personal Services: FTE's 1 110 Salaries $50,199 121 Overtime $1,500 153 Health Insurance $19,338 155 Retirement $4,203 Subtotal $75,240 Total $1,609,554 FUND: 2273-413-420140 EXPENDITURE SUMMARY/ DETAIL 11 EMERGENCY RESPONDER LEVY BUDGET FY24/25 Personal Services: FTE'S 12 110 Salaries $1,036,297 121 Overtime $10,000 153 Health Insurance $235,191 155 Retirement $137,040 Subtotal $1,418,529 Maintenance & Operations: 210 Office Supplies, computer supplies $20,855 221 Safety Equipment, consumable tools, uniforms $105,180 241 Consumable Tools/Uniforms $39,680 345 Telephone & Communications $940 373 Dues & Training, meetings $21,000 388 Firefighter Physicals $20,000 Subtotal $207,655 Capital Outlay: 940 Equipment - Ambulance $205,000 941 Equipment - New Engine $138,000 942 Equipment - Radios $80,000 943 Equipment - Urban Interface apparatus rebuild $105,000 945 Equipment Vehicles - Two 1/2 ton pickups $130,000 Subtotal $658,000 Operating Transfers: 829 Transfer to Fire Grant 2956 (AFG Grant) $10,500 Subtotal $10,500 Total Expenditures $2,294,684 FUND: 2273-416-420400 EXPENDITURE DETAIL 12 HOMELAND SECURITY - STONEGARDEN GRANT FUND: 2915-413-420140 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash on Hand $0 $0 $0 $0 REVENUES 331113 Homeland Security Grant-thru Flathead County $2,655 $45,050 $0 $42,221 Total $2,655 $45,050 $0 $42,221 Total Available $2,655 $45,050 $0 $42,221 EXPENDITURES 121 Overtime & payroll costs (KPD)$2,655 $16,050 $0 $13,221 218 Equipment (KPD)$0 $29,000 $0 $29,000 Total $2,655 $45,050 $0 $42,221 ENDING CASH Cash on Hand $0 $0 $0 $0 REVENUE PROJECTION - FUND SUMMARY PROGRAM DESCRIPTION Operation Stonegarden is a joint operation with the Kalispell and Whitefish Police Departments, the Flathead County Sheriff, the Montana Highway Patrol and the US Border Patrol to deter attempts at illegal activity in the Flathead County Border Corridor. 13 DRUG ENFORCEMENT GRANT FUND: 2916-413-420140 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash on Hand $17,287 $26,773 $26,773 $31,778 REVENUES 331020 HIDTA Grant $15,980 $13,000 $2,172 $13,000 331022 County Drug Grant $26,314 $27,371 $5,777 $27,371 383001 General Fund Transfer $64,000 $64,000 $25,000 $64,000 Total $106,294 $104,371 $32,949 $104,371 Total Available $123,581 $131,144 $59,722 $136,149 EXPENDITURES Crime Control FTE's 1 1 1 1 110 Salaries and payroll costs $52,740 $76,888 $19,888 $78,689 121 Overtime-grant match $17,417 $13,000 $2,528 $13,000 153 Health Insurance $18,150 $19,621 $3,658 $10,124 155 Retirement $8,501 $10,321 $1,870 $10,566 Total $96,808 $119,830 $27,944 $112,379 ENDING CASH Cash on Hand $26,773 $11,314 $31,778 $23,770 REVENUE PROJECTION - FUND SUMMARY PROGRAM DESCRIPTION The goal of this project is to enforce the State and Federal statutes relating to the possession and/or sale of illegal drugs and the criminal activity associated with drug use in Flathead County and its incorporated cities. The multi-agency task force concept is intended to provide a well- coordinated county-wide drug enforcement program whose purpose is to attack the drug marketplace at all levels by placing equal importance on the casual user, the addict and the traffickers. 14 DUI GRANT FUND: 2917-413-420140 BUDGET ACTUAL BUDGET FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash on Hand $0 $0 $300 REVENUES 334011 DUI Grant $103,592 $16,318 $111,060 334015 STEP Overtime $0 $0 $6,000 Total $103,592 $16,318 $117,060 Total Available $103,592 $16,318 $117,360 EXPENDITURES Crime Control FTE's 1 1 1 110 Salaries and payroll costs $74,033 $14,834 $79,796 121 Overtime $0 $0 $6,000 153 Health Insurance $19,621 $668 $21,078 155 Retirement $9,937 $516 $10,186 Total $103,592 $16,018 $117,060 ENDING CASH Cash on Hand $0 $300 $300 REVENUE PROJECTION - FUND SUMMARY PROGRAM DESCRIPTION This grant provides funding for 1 FTE with the purpose to both educate the community and to target impaired drivers in and around the City of Kalispell. The grant awards is to pay the salary and benefits of an entry level police officer for 3 years. 15 LAW ENFORCEMENT GRANTS FUND: 2919-413-420140 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash on Hand $29,094 $19,893 $13,631 $9,741 REVENUES 331023 Bulletproof Vest Partnership $4,350 $5,261 $10,522 $14,250 331021 Justice Assistance Grant (JAG) $12,060 $13,500 $0 $28,500 334015 MDOT/Spec. Holiday Enforcement (STEP) (126) $8,968 $35,000 $2,931 $0 342015 School District Overtime $12,008 $17,000 $13,927 $17,000 331027 Body Worn Camera $0 $0 $0 $96,000 365010 Walmart Community Grant (Tac Med Kits)$0 $5,000 $0 $5,000 365020 Roundup for Safety grant/other donations/ fy24 wellness grant $0 $5,632 $4,516 $4,000 383001 Transfer from General $6,000 $6,000 $6,000 $9,750 383002 Transfer from Levy $0 $0 $0 $7,500 Total Revenue $43,386 $87,393 $37,896 $182,000 Total Available $72,480 $107,286 $51,527 $191,741 EXPENDITURES Crime Control $52,587 $93,655 $41,786 $182,518 ENDING CASH Cash on Hand $19,893 $13,631 $9,741 $9,223 REVENUE PROJECTION - FUND SUMMARY PROGRAM DESCRIPTION This budget allows for the purchase of safety equipment through grant funding, including the Bulletproof Vest Partnership and Round-Up for Safety. 16 LAW ENFORCEMENT GRANTS FUND: 2919-413-420140 amended proposed ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: 110 Salaries and payroll costs $1,833 $3,000 $2,059 $3,000 126 Overtime-STEP Reimbursement $8,813 $35,000 $3,295 $0 127 Overtime-School district $14,406 $17,000 $19,959 $17,000 Subtotal $25,052 $55,000 $25,313 $20,000 Maintenance & Operations: 218 JAG grant $12,060 $13,500 $0 $28,500 219 Walmart grant $0 $5,000 $0 $5,000 220 Other equipment from donations/ Roundup for Safety $230 $4,000 $0 $0 221 Bullet Proof Vests $6,000 $10,523 $11,636 $28,500 222 Body Worn Camera $0 $0 $0 $96,000 223 Round Up for Safety supplies $0 $4,632 $3,515 $4,000 373 Training - fy23 forfeiture fy24 officer wellness training/roundup $9,245 $1,000 $1,322 $518 Subtotal $27,535 $38,655 $16,473 $162,518 Total $52,587 $93,655 $41,786 $182,518 EXPENDITURE DETAIL/SUMMARY 17 OPIOID SETTLEMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH CASH: 010100 $0 $37,293 $37,293 $62,000 REVENUES 362020 National Opioid Settlement (Distributor payment)$19,503 $9,994 $15,500 $12,509 362021 National Opioid Settlement (Janssen payment)$17,790 $19,803 $9,809 $10,872 362022 National Opioid Settlement (Walmart/Walgreens/CVS/Teva)$0 $0 $46,685 $35,000 Total Revenue $37,293 $29,797 $71,994 $58,381 Total Available $37,293 $67,090 $109,287 $120,381 EXPENDITURES 780 Opioid Recovery Allocated Programs $0 $67,090 $47,287 $120,381 ENDING CASH CASH: 010100 $37,293 $0 $62,000 $0 2951-413-420140 PROJECTED REVENUE AND FUND SUMMARY In 2022, Montana secured $80 million from a settlement holding the nation's three major pharmaceutical distributors accountable for their roles in fueling the national opioid epidemic and the harm it has casued. The settlements require 85% of funds be allocated to programs that will help address the ongoing opioid crisis through treatment, education, and prevention efforts. PROGRAM DESCRIPTION 18 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES BUILDING DEPARTMENT ACCOUNT # 2394-420 The building department serves as the entity that reviews plans and conducts inspections of construction in the city to promote safe and sustainable building efforts for the community. DEPARTMENT PERSONNEL: Planning Director (.35), Office Supervisor (.5), Assistant Office Supervisor, Building Official, two plans examiners, and five Building Inspectors. One inspector performs fire inspections and is funded 40% by the general fund (fire department). To achieve its purpose the building department conducts reviews and inspections in accordance with the most recently adopted building/fire and related construction codes. Along with fire life safety inspections in existing buildings. During FY2025, the Building Department will focus on the administration of the adopted code programs through the City inspection and plan review programs. Training will be provided for the International Commercial Building, Residential Building, Mechanical, Fuel Gas, Swimming Pool, Plumbing and Electrical Codes, International Fire Code and International Energy Conservation Code. The department will maintain an active fire prevention inspection program. Finally, staff will continue cross-training between building, plumbing, fire and mechanical inspectors and plan reviewers for attrition expected in the coming years. BUILDING FUND FUND #2394 The building fund receives 100% of its revenue from permits, fees, and licenses. The building fund is allowed to have a cash carry forward of two times annual expenditures. In the building fund, sufficient beginning cash carryover can vary based on economic conditions. Beginning cash carryover was 248% for fiscal year 2024, is 214% for fiscal year 2025, and estimated to begin fiscal year 2026 at 193%. 0 500 1000 1500 2000 2500 3000 3500 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t BUILDING QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 19 BUILDING DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating $2,803,550 $3,025,256 $3,025,256 $3,172,933 REVENUES 323101 Building permits $787,226 $750,000 $749,469 $700,000 323103 Plumbing permits $79,588 $65,000 $46,591 $55,000 323104 Mechanical permits $59,333 $65,000 $77,509 $65,000 323105 Electircal permits $72,741 $65,000 $98,814 $75,000 323108 Plan Review $384,515 $325,000 $276,148 $300,000 371010 Investment Earnings $74,443 $20,000 $115,685 $75,000 Total Revenue $1,457,846 $1,290,000 $1,364,216 $1,270,000 Total Available $4,261,396 $4,315,256 $4,389,472 $4,442,933 Operating $1,236,140 $1,383,001 $1,216,539 $1,480,649 Total Expenditures $1,236,140 $1,383,001 $1,216,539 $1,480,649 ENDING CASH 10100 CASH: Operating $3,025,256 $2,932,255 $3,172,933 $2,962,284 FUND: 2394-420-420530 EXPENDITURES PROJECTED REVENUE AND FUND SUMMARY 20 BUILDING DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 9.45 9.45 9.45 9.65 110 Salaries and payroll costs $588,945 $760,854 $709,207 $818,120 112 Salaries - Retirement $0 $33,559 $0 $34,993 121 Overtime $31,325 $20,000 $21,707 $20,000 153 Health Insurance $103,798 $120,189 $113,935 $125,313 155 Retirement $51,061 $60,858 $60,235 $66,216 Total Personal Services $775,129 $995,459 $905,084 $1,064,642 Maintenance & Operations: 210 Supplies/computer hardware/software/other $59,556 $55,360 $35,414 $55,000 231 Gas & Oil $4,494 $6,000 $4,746 $6,000 320 Postage, printing, Code books $10,341 $7,500 $4,289 $7,500 323 State Ed Assessments $5,862 $7,500 $5,154 $7,500 345 Telephone & Communications $7,897 $8,000 $7,636 $8,000 353 Auditing (3 year Building audit for state)$4,461 $5,500 $8,627 $9,500 354 Contract Services $13,668 $40,000 $1,281 $40,000 355 City Works Licensing Fee $23,446 $25,000 $21,442 $25,000 356 ArcGIS server upgrade license $8,839 $9,000 $8,839 $9,000 357 Credit Card / PayPal Fees $10,949 $17,500 $23,627 $17,500 360 Furniture $2,015 $7,500 $190 $5,000 373 Dues & Training $19,170 $30,000 $21,779 $30,000 510 Insurance - liability & property $14,088 $13,657 $13,657 $15,530 521 Central Garage Transfer $2,658 $2,063 $2,062 $2,184 522 Administrative Transfer $42,756 $42,034 $42,034 $51,507 528 Information Technology Transfer $106,767 $110,928 $110,678 $126,786 Total M & O $336,967 $387,542 $311,455 $416,007 Capital Outlay: 944 Equipment $123,004 $0 $0 $0 Total Capital $123,004 $0 $0 $0 Total Budget $1,235,100 $1,383,001 $1,216,539 $1,480,649 FUND: 2394-420-420530 EXPENDITURE DETAIL 21 Page Fund Dept PUBLIC WORKS 22-25 2400 Light Maintenance 513,219$ 26-27 2420 Gas Tax 1,110,400$ 28 2421 BaRSAA 1,450,000$ 29-35 2500 Street Maintenance 4,472,497$ 36 2825 MACI Grant -$ 37 2826 2 Mile Drive Improvement Project 3,835,000$ 38 2827 4 Mile Drive Path Project 843,422$ Total 12,224,538$ SPECIAL REVENUE FUNDS PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: (1.35 FTE) .05 Budget Resource Manager .05 Assessment Coordinator 1 Light Maintenance .10 Deputy Public Works Director .15 Engineer II GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES LIGHT MAINTENANCE FUND #2400 Light Maintenance funds are utilized by the Traffics Signs and Signals Division to provide visibility that promotes safe and efficient use of street facilities. Achieve lighting standards and promote light replacements with longer lasting and more efficient lighting systems. The FY 25 budget presents the continuation of maintaining the lighting system and providing reliable lighting for vehicular traffic, pedestrian, bicycle travel and outdoor recreation. Expenditures are allocated for new streetlights around the hospital area, and other potential areas throughout the City. LIGHTS MAINTENANCE FUND FUND #2400 The lights maintenance fund receives almost all of its revenue from property assessments. The lights maintenance fund should have enough cash available at July 1st (and January 1st) to pay expenditures, less expected revenues, through December (June). In the lights maintenance fund, like other assessed operating funds, a beginning cash carryover of 55%-75% of budgeted expenditures has been sufficient to pay the fund expenditures through December if a balanced budget is presented. Beginning cash carryover was 223% for fiscal year 2024, is 216% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 195%-200% of estimated expenditures. 0 200 400 600 800 1000 1200 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t LIGHTS MAINTENANCE QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 22 LIGHT MAINTENANCE ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 10100 CASH:$800,132 $963,074 $963,074 $1,044,176 10120 Replacement Account $74,451 $104,451 $104,451 $62,107 $874,583 $1,067,525 $1,067,525 $1,106,283 REVENUES 363010 Maintenance Assessments $407,854 $405,000 $410,149 $410,000 -designated for equipment replacement $30,000 $40,000 $40,000 $40,000 363040 Penalty & Interest $1,628 $700 $1,287 $700 364030 Misc.$85,971 $5,000 $25,885 $5,000 371010 Interest Earnings $24,431 $5,000 $38,997 $15,000 $549,884 $455,700 $516,318 $470,700 TOTAL AVAILABLE $1,424,467 $1,523,225 $1,583,843 $1,576,983 Street Lighting (10100)$356,942 $437,684 $395,216 $508,619 Capital Outlay - Replacement (10120)$0 $88,000 $82,344 $4,600 $356,942 $525,684 $477,560 $513,219 10100 CASH:$963,074 $853,090 $1,044,176 $966,257 10120 Replacement Account $104,451 $144,451 $62,107 $97,507 $1,067,525 $997,541 $1,106,283 $1,063,764 FUND: 2400-410-430263 ENDING CASH EXPENDITURES BEGINNING CASH PROJECTED REVENUE AND FUND SUMMARY 23 LIGHT MAINTENANCE ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 1.35 1.35 1.35 1.35 110 Salaries $87,778 $104,173 $103,011 $110,212 153 Health Insurance $19,305 $25,949 $24,334 $27,265 155 Retirement $7,061 $8,418 $8,431 $9,005 Subtotal $114,144 $138,540 $135,776 $146,482 Materials and Services: 244 Lighting Supplies $5,858 $18,000 $2,140 $18,000 245 New Luminaires $25,003 $31,000 $25,128 $80,000 341 Electricity $166,025 $182,000 $177,443 $187,500 360 Repair, Maint Services, & Other Supplies $7,052 $22,500 $11,594 $22,500 373 Dues/Certifications & Training $353 $4,000 $1,540 $4,000 510 Liability Insurance & Uninsured Loss $2,246 $2,171 $2,171 $2,500 522 Administrative Transfer $13,984 $13,649 $13,650 $18,111 528 Information Technology Transfer $22,277 $25,824 $25,774 $29,526 Subtotal $242,798 $299,144 $259,440 $362,137 Capital Outlay 940 Machinery & Equipment $0 $0 $0 $0 Subtotal $0 $0 $0 $0 Capital Outlay: Replacement Funds (10120) 944 Machinery & Equipment $0 $88,000 $82,344 $4,600 Subtotal $0 $88,000 $82,344 $4,600 Total $356,942 $525,684 $477,560 $513,219 EXPENDITURE DETAIL FUND: 2400-410-430263 24 LIGHT MAINTENANCE FUND: 2400-410-430263 Line Item Detail: LIGHT MAINTENANCE 245 Luminaires - $80,000 Installation of new luminaires. With the cost of inflation, light projects have been going up substantially. We are currently in the middle of installing street lights (4 total) in an area that we will have to stretch the project out over 3 years to have the available funds to pay for the lights. It has been very difficult to solicit bids from contractors for these small projects. 360 Repair, Maint Services, & Other Supplies - $22,500 Maintain all City owned Luminaires and replacing the deteriorated and malfunctioning decorative globe lights at six per year. Capital Outlay: Replacement Funds (10120) 944 Machinery & Equipment - Total $4,600 $4,600 - Sign Trailer with Message Board - Used to carry traffic control devices to city construction sites. Cost to be split between Light Maint., TSS, Water, Sewer, Storm - Total Cost $23,000 FY 2025 BUDGET HIGHLIGHTS 25 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES GAS TAX ACCOUNT # 2420-421 The city receives annual gas tax revenue allocations based on population and street and alley mileage to be used for construction, reconstruction, maintenance and repair of streets, right of ways and alleys. Provide a right of way infrastructure program that includes reconstruction, maintenance, markings, and repair of streets, sidewalks, and alleys. The FY25 budget reflects the continuation of the pavement marking, overlay, chip seal, and sidewalk replacement programs, which promotes safe travel and longevity of the road and pedestrian systems. GAS TAX ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $1,115,180 $1,231,369 $1,231,369 $1,380,593 REVENUE 335040 Gas Tax Apportionment $407,302 $402,342 $407,302 $407,302 383010 Transfer from Solid Waste for Alley Paving $40,000 $40,000 $40,000 $40,000 371010 Interest $43,274 $4,500 $78,050 $20,000 Total Revenue $490,576 $446,842 $525,352 $467,302 Total Available $1,605,756 $1,678,211 $1,756,721 $1,847,895 EXPENDITURES Street Department $374,387 $1,086,190 $376,128 $1,110,400 ENDING CASH Cash $1,231,369 $592,021 $1,380,593 $737,495 FUND: 2420-421-430240 PROJECTED REVENUE AND FUND SUMMARY 26 GAS TAX ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430240 Materials and Services-Streets 231 Gas & Oil $59,257 $71,000 $45,820 $71,000 344 Natural Gas $5,160 $6,500 $4,445 $6,500 354 Contract Services-Striping $0 $20,000 $0 $20,000 360 Contract - Snow Remove, Constr. Support, Repair $0 $1,500 $0 $1,500 368 Overlays & Chip Seals (carry/new)$148,275 $613,079 $110,346 $652,733 452 Gravel $1,148 $6,000 $0 $6,000 453 Equipment Rental $0 $7,500 $4,872 $7,500 471 De-Icer/Road Oil $57,680 $83,000 $48,281 $83,000 472 Asphalt/Concrete Materials $17,795 $50,000 $16,030 $50,000 473 Crack Sealing Material $2,585 $20,000 $13,365 $20,000 474 Paint Striping Materials $28,135 $30,000 $25,525 $32,000 Total Materials & Services Streets $320,035 $908,579 $268,684 $950,233 430234 Sidewalks / Alleys: 956 Sidewalk Construction/ADA Compliance $36,669 $104,071 $51,370 $102,701 957 Alley Paving $17,683 $73,540 $56,074 $57,466 Total Capital $54,352 $177,611 $107,444 $160,167 Total $374,387 $1,086,190 $376,128 $1,110,400 Line Item Detail: 368 Overlay & Chip Seals - Carryover $502,733 New Appropriations - $150,000 471 De-Icer/Road Oil - $83,000 This is a weather dependent item and volumes can vary substantially from year to year. Additional roadways have been added to the City's system in recent years, increasing our de-icer usage. De-icing operations contributes towards meeting the City's PM10 Air Quality and MS4 Stormwater Permit requirements. 956 Sidewalk Replacement & ADA Compliance - Carryover $52,701, Yearly Appropriation $50,000 $25,000 to be used for a matching program to assist homeowners with replacing bad sidewalks and $25,000 to meet ADA requirements. 957 Alley Paving - Carryover $17,466, New Appropriation $40,000 Includes a transfer from Solid Waste to pave approximately 6 alleys and perform maintenance on existing paved alleys. FUND: 2420-421-430240 FY 2025 BUDGET HIGHLIGHTS EXPENDITURE DETAIL 27 BaRSAA ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $542,684 $1,484,582 $1,484,582 $961,709 REVENUE 335040 BARSAA Apportionment $897,552 $1,050,331 $625,632 $630,580 383001 Transfer from Special Street - 5%$44,346 $0 $0 $0 Total Revenue $941,898 $1,050,331 $625,632 $630,580 Total Available $1,484,582 $2,534,913 $2,110,214 $1,592,289 EXPENDITURES 354 Pavement Maint.$0 $1,825,506 $1,148,505 $1,450,000 ENDING CASH Cash $1,484,582 $709,407 $961,709 $142,289 FUND: 2421-421-430240 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The Bridge and Road Safety and Accountability Act (HB473) was enacted on May 3, 2017. This bill increased the tax on gasoline to 31.5 cents (from 27 cents) in fiscal years 2018 and 2019; to 32 cents in fiscal years 2020 and 2021; to 32.5 cents in fiscal year 2022; and 33 cents in fiscal year 2023 and thereafter. A corresponding 2 cent per gallon increase to (29.75 cents) was placed on diesel fuel over the same fiscal years. Funds must be used for construction, reconstruction, maintenance, or repairs of rural roads, city or town streets and alleys, or bridges. As of June 30, 2023, BaRSAA was repealed, via HB 76 during the 2023 legislative session. Unused balances remaining in the former 15-70-127 bridge and road safety and accountability restricted accounted were distributed in accordance with MCA-15-70-101 subsections (2)(b) and (2)(c) in a lump sum payment on September 1, 2023. BaRSAA is now an ongoing fuel tax payment combined with Gas Tax. 28 PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: (18.75 FTE) .20 Public Works Director .20 Administrative Assistant .20 Deputy Public Works Director .25 Engineering Tech/GIS/IT Support .25 Engineer III .10 General Laborer .15 Budget Resource Manager 11.75 Special Street Maintenance Operators .50 Construction Inspector/Manager 1 Special Street Maintenance Supervisor .15 Office Manager 1 Special Street Assistant Maintenance Supervisor .40 Engineer II 1 Traffic Signs and Signals Maintenance Supervisor .50 Road and Fleet Superintendent 1 Traffic Signs and Signals Maintenance Technical .10 Assessment Coordinator GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES The FY25 budget outlines the ongoing commitment to proactive maintenance, repairs, and reconstruction of streets and alleys, encompassing pavement marking, overlay, chip seal, ADA compliance, and sidewalk replacement programs. In response to the sustained growth within our city, we have introduced a new snow plow route to enhance winter operations. To support expansion of our road system and to ensure the seamless delivery of services, the budget allocates resources for one new full time street operator. Funds have also been allocated for the acquisition of a new dump truck and plow, as well as the scheduled replacement of an existing dump truck. Additionally, investments are earmarked for the purchase of a loader and pickup truck equipped with a plow. The introduction of the new dump truck and plow is pivotal in enabling us to maintain the expected levels of service for our residents, particularly during winter months. These strategic investments underscore our commitment to enhancing community safety and mobility while addressing the evolving needs of our growing city. SPECIAL STREET MAINTENANCE FUND #2500 To construct and maintain surface transportation, signals, and traffic controls that support economic viability and promotes clean, safe, and drivable travel during all seasons. 1. To maintain city streets in a clean, safe and drivable condition during all seasons. 2. To provide the safe and orderly travel through properly designed and maintained signals, signage and markings. STREETS MAINTENANCE FUND FUND #2500 The streets maintenance fund receives almost all of its revenue from property assessments. The streets maintenance fund should have enough cash available at July 1st (and January 1st) to pay expenditures, less expected revenues, through December (June). In the streets maintenance fund, like other assessed operating funds, a beginning cash carryover of 55%-75% of budgeted expenditures has been sufficient to pay the fund expenditures through December if a balanced budget is presented. Beginning cash carryover was 158% for fiscal year 2024, is 105% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 80%-90% of estimated expenditures. 0 1000 2000 3000 4000 5000 6000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t STREETS MAINTENANCE QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 29 SPECIAL STREET MAINTENANCE ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating $3,093,532 $3,652,741 $3,652,741 $4,059,363 10107 Cash, Designated Equip. Replacement $195,894 $186,494 $186,494 $240,082 10108 Cash, Designated S & C Repair/In-Lieu of $15,652 $15,652 $15,652 $15,652 10109 Cash, Designated Pavement Replacement $298,421 $151,295 $151,295 $411,761 Total Cash $3,603,499 $4,006,182 $4,006,182 $4,726,858 REVENUE 343012 Public Works Charges $19,494 $5,000 $20,090 $5,000 363010 Maintenance Assessments $2,302,384 $2,326,000 $2,409,966 $2,255,463 -designated for pavement replacement $450,000 $450,000 $450,000 $450,000 -designated for equipment replacement $200,000 $200,000 $200,000 $750,000 363040 Penalty & Interest $8,545 $5,000 $8,893 $5,000 364030 Sale of Misc./Auction $22,992 $500 $11,305 $500 371010 Investment $91,904 $25,000 $153,754 $25,000 381050 Inception of Loan - Loader $212,950 $0 $0 $0 383001 Transfer from Energy Block Grant $0 $0 $0 $6,328 Total Revenue $3,308,269 $3,011,500 $3,254,008 $3,497,291 Total Available $6,911,768 $7,017,682 $7,260,190 $8,224,149 EXPENDITURES Street Department/TSS $1,886,110 $2,505,348 $2,197,386 $2,762,646 Capital Equip. Replacement $422,350 $220,100 $146,412 $915,700 S & C Repair Funds $0 $15,652 $0 $15,652 Pavement Replacement Program $597,126 $452,135 $189,534 $778,499 Total Expenditures $2,905,586 $3,193,235 $2,533,332 $4,472,497 ENDING CASH 10100 Cash, OPERATING $3,652,741 $3,508,893 $4,059,363 $3,594,009 10107 Cash, Designated Equip. Replacement $186,494 $166,394 $240,082 $74,382 10108 Cash, Designated S & C Repair $15,652 $0 $15,652 $0 10109 Cash, Designated Pavement Replacement $151,295 $149,160 $411,761 $83,262 Total $4,006,182 $3,824,447 $4,726,858 $3,751,653 FUND: 2500-421-430240 PROJECTED REVENUE AND FUND SUMMARY 30 SPECIAL STREET MAINTENANCE ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 STREET DIVISION Personal Services:FTE's 15.75 15.75 15.75 16.75 110 Salaries and Payroll Costs $852,693 $1,107,150 $1,053,626 $1,198,302 121 Overtime $13,686 $28,000 $5,833 $28,000 153 Health Insurance $160,031 $198,072 $189,302 $236,465 155 Retirement $69,219 $88,813 $85,862 $97,167 Subtotal $1,095,630 $1,422,035 $1,334,623 $1,559,934 Materials and Services: 210 Computer Equipment/Software/Supplies $20,398 $26,500 $15,718 $31,500 218 Non-Capital Equipment /Safety Equipment & Supplies $10,062 $7,000 $6,421 $7,500 220 Other supplies, Janitorial, Consumable Tools $5,267 $5,000 $2,640 $5,000 231 Gas & Oil $60,877 $73,000 $47,127 $75,000 341 Electric $3,591 $4,000 $3,058 $4,000 345 Telephone $4,168 $4,800 $4,481 $5,000 353 Auditing $0 $1,920 $2,420 $3,251 354 Contract Services $12,392 $25,000 $21,941 $25,000 356 Consultant Services /Transportation Reviews $15,149 $30,000 $17,962 $30,000 362 Equipment Maint. Parts & Supplies, cutting edges, brooms $35,050 $57,000 $59,275 $62,000 366 Building Maint.$5,047 $5,000 $1,168 $5,000 373 Dues & Training $5,241 $14,000 $3,636 $14,000 388 Medical Services/Drug Test $490 $1,000 $855 $1,000 510 Property & Liability Insurance $51,088 $46,229 $46,228 $43,007 512 Uninsured Loss-Deductible $0 $45,000 $0 $45,000 521 Central Garage Transfer $171,438 $188,274 $188,274 $218,137 522 Administrative Transfer $113,478 $98,690 $98,690 $122,202 528 Information Tech. Transfer $41,978 $49,305 $49,155 $57,806 Subtotal $555,714 $681,718 $569,049 $754,403 610/620 Debt Service-Principal & Interest - from operating cash $718 $53,573 $52,976 $51,818 610/620 Debt Service-Principal & Interest - from pavement maint.$39,354 $39,135 $39,135 $38,898 Subtotal $40,072 $92,708 $92,111 $90,716 FUND: 2500-421-430240 EXPENDITURE DETAIL 31 SPECIAL STREET MAINTENANCE ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Capital Outlay: 840 MACI Grant Match-De-Icer Trk & Sander unit $0 $24,170 $0 $0 953 Shop Complex Pavement Restoration $0 $0 $0 $0 Subtotal $0 $24,170 $0 $0 430244 354 Pavement Maintenance Funds (carry/new)$513,425 $380,000 $150,399 $739,601 820 Transfer to BaRSAA $44,347 $33,000 $0 $0 430245 Replacement Funds: 940 Machinery & Equipment $422,350 $220,100 $146,412 $915,700 430248 Sidewalk & Curb Repair Funds 354 Contract Services (carryover)$0 $15,652 $0 $15,652 Total Streets $2,671,538 $2,869,383 $2,292,594 $4,076,006 FUND: 2500-421-430240 EXPENDITURE DETAIL -con't. 32 SPECIAL STREET MAINTENANCE FUND: 2500-421-430240; 430264 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430264 TRAFFIC SIGN & SIGNALS Personal Services:FTE's 2.0 2.0 2.0 2.0 110 Salaries $108,137 $124,698 $123,562 $131,679 121 Overtime $0 $7,500 $0 $7,500 153 Health Insurance $27,016 $28,979 $30,493 $31,202 155 Retirement $8,586 $9,946 $9,973 $10,620 Subtotal $143,739 $171,123 $164,028 $181,001 Maintenance & Operations: 210 Computer Equipment/Software/Supplies $1,926 $5,960 $1,835 $5,960 218 Non-Capital Equipment /Safety Equipment & Supplies $4,011 $8,000 $2,122 $8,000 220 Other Supplies, Janitorial, Consumable Tools $1,198 $4,500 $1,169 $4,500 242 Street Signs $19,730 $30,000 $29,685 $38,000 243 Traffic Signals $742 $50,459 $2,165 $70,000 245 Barricade Materials $5,954 $6,000 $5,828 $6,500 341 Electricity $1,787 $3,000 $2,528 $3,000 345 Tele. & Communications $1,470 $1,350 $1,067 $1,500 354 Contract Services $2,342 $10,000 $4,278 $10,000 362 Equipment Maintenance Parts, includes Radios $1,608 $3,000 $1,939 $3,000 366 Building Maintenance $1,590 $8,000 $7,389 $4,000 373 School & Travel $4,252 $7,500 $2,051 $7,500 428 Paint Materials $8 $5,000 $5,741 $5,000 510 Property & Liability Insurance $3,783 $3,850 $3,803 $4,230 512 Uninsured Loss-Deductible Property $0 $1,000 $0 $1,000 521 Central Garage Transfer $4,519 $5,110 $5,110 $3,699 Subtotal $54,920 $152,729 $76,710 $175,889 Capital Outlay: 925 Above Ground Vehicle Detection Upgrade $0 $0 $0 $35,000 940 Machinery & Equipment $10,500 $0 $0 $4,600 Subtotal $10,500 $0 $0 $39,600 Total Traffic Signs and Signals $209,159 $323,852 $240,738 $396,491 Grand Total - Streets & TSS $2,880,697 $3,193,235 $2,533,332 $4,472,497 EXPENDITURE DETAIL -con't. 33 SPECIAL STREET MAINTENANCE Line Item Detail: Street Division 110 Personnel Services - Includes an additional FTE Addition of one full-time Street Operator. 210 Computer Equipment/Software/Supplies - $31,500 Includes funds for City Works licenses and modules for Street Maintenance. Increase in funds include an updated GPS vehicle system, and to meet the computer replacement schedule. 354 Contract Services - $25,000 $7,500 needed for street sweepings disposal. 362 Equipment Maint. Parts & Supplies - $62,000 This line item covers cost for equipment fabrication and wear items such as cutting edges, chains, blades, broom segments, asphalt zipper teeth, screed plates, and more. Increase is due to the escalating costs associated with replacement parts. 373 Dues & Trainings - $14,000 Includes funds for an advanced paving class. The class includes training in asphalt matt defects and how to correct them for longer asphalt life and better ride quality. Will also provide insight into how to get the most out of our newest paver and new asphalt mix designs being introduced to the market. The training provides real experience that can be brought back and shown to the rest of the crew. Capital Outlay: Operating Funds 430244 Pavement Repairs -Total $739,601 354 Pavement Maintenance - Carryover - $229,601 New Appropriation $510,000 430245 Capital Outlay: Replacement Funds 940 Machinery & Equipment - Total $915,700 $250,000 - Tandem Axle 12 Yd Dump Truck with 11' Plow. Additional truck added to fleet. $210,000 - Single Axle Dump Truck. - Scheduled replacement of 2003 truck (equip #334). $340,000 - Loader with V-Plow - Scheduled replacement of 2000 Loader (equip #370) $80,000 - Pickup Truck with Plow - Scheduled replacement of 2003 truck (equip #430) $11,500 - Slope Sensor $12,500 - Snow Pusher $11,700 - Hybrid Truck - Scheduled replacement of 2005 vehicle used for field inspections. Cost shared between Public Works, Water, Sewer, Storm, Street and Solid Waste. Total Cost $70,200. If the City receives the Energy Block Grant it would cover 54% of the total allocated cost. FUND: 2500-421-430240 FY 2025 BUDGET HIGHLIGHTS 34 SPECIAL STREET MAINTENANCE Line Item Detail Continued: Traffic Sign & Signals 242 Street Signs - $38,000 Increase is necessary to accommodate the rising costs of sign materials and to address the increased demand for signage resulting from the growth of our community. 243 Traffic Signal - $70,000 This line item covers cost for equipment failures and wear items for our traffic signal system. $20,000 increase is for a feedback signal on Oregon. Capital Outlay: Operating Funds 925 Above Ground Vehicle Detection Upgrade - $35,000 Above Ground Vehicle Detection Upgrade on 3 Mile Drive & N. Meridian Rd. 940 Machinery & Equipment - $4,600 $4,600 - Sign Trailer with Message Board - Used to carry traffic control devices to city construction sites. Cost to be split between Light Maint., TSS, Water, Sewer, Storm - Total Cost $23,000 FUND: 2500-421-430240 FY 2025 BUDGET HIGHLIGHTS 35 MT. AIR & CONGESTION GRANT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating $21,006 $21,006 $21,006 $21,006 REVENUES 331055 MACI Grant -Flush Trk & Sander (carryovers)$0 $291,453 $0 $0 383012 Transfer (match) from Street Maintenance $0 $24,170 $0 $0 Total Revenue $0 $315,623 $0 $0 Total Available $21,006 $336,629 $21,006 $21,006 EXPENDITURES 940 Capital Equipment $0 $336,629 $0 $0 ENDING CASH CASH: Operating $21,006 $0 $21,006 $21,006 The state is currently not funding the Montana Air and Congestion Initiative (MACI). They have indicated they may release funds in fiscal year 2026. FUND: 2825-421-430240 FY2025 BUDGET HIGHLIGHTS PROJECTED REVENUE AND FUND SUMMARY The Montana Air and Congestion Initiative (MACI) provides funds for equipment purchases which are utilized to benefit air quality in the State. PROGRAM DESCRIPTION 36 2 MILE DRIVE IMPROVEMENT PROJECT proposed BUDGET FY24/25 BEGINNING CASH 10100 CASH: Operating $0 REVENUES 331011 2 Mile Dr. Rd & Drainage Improvement $3,315,000 383012 Transfer from Westside TIF $520,000 Total Revenue $3,835,000 Total Available $3,835,000 EXPENDITURES 973 2 Mile Dr. Rd & Drainage Improvements (STX-43)$3,835,000 ENDING CASH 10100 CASH: Operating $0 The City of Kalispell received a Federal appropriation of $3,315,000 to fund the 2 Mile Drive Road and Drainage Improvement Project. The project replaces approximately 360' of varying sized culverts and 750' of ditch restoration along 2 Mile Dr. The projects begins at a storm inlet in the west intersection of Hawthorn Dr. continues east in the north ROW until ditch flow is piped under 2 Mile and Glenwood. Ditch flow is resumed on the east side of Glenwood until the point of a CMP inlet at the FWP parking lot entrance. Existing culverts and drainage ditches are improperly graded and undersized. This project is necessitated due to slow drainage which contributes excess groundwater to the area, affecting nearby residents (STX-43). FUND: 2826-xxx-430246 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION 37 4 MILE DRIVE PATH PROJECT ACTUAL BUDGET FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating $0 $122,454 REVENUES 3xxxxx TA Grant Funds - 4 Mi Dr Path $0 $720,968 3xxxxx City Match $122,454 $0 Total Revenue $122,454 $720,968 Total Available $122,454 $843,422 EXPENDITURES 950 4 mile drive path project $0 $843,422 ENDING CASH 10100 CASH: Operating $122,454 $0 The City of Kalispell was awarded a Transportation Alternatives (TA) grant for the completion of a pathway along the north side of Four Mile Drive from the intersection of Fox Glove Drive to Champion Way. This is a critical path connection. Currently, the path terminates into Four Mile Drive roadway to the west of Kid Sports and has no crosswalk or direct connection to adjacent sidewalks or pathways. The proposed project will provide both. FUND: 2827-421-430240 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION 38 Page Fund Dept PARKS 39-40 2210 430 Parks in Lieu 315,835$ 41 2215 Revenue and Fund Summary 42-44 2215 436 Parks 1,228,123$ 45 2215 440 Athletic Complex 335,986$ 2215 431 Recreation/Sports 324,781$ 2215 448 Youth Camps 490,770$ 2215 437 Aquatics Facility 805,446$ 46 47 48 49 2215 436 Parkline Trail 144,611$ 50-52 2600 Forestry 750,593$ 53-54 2601 Developer's Trees 144,087$ 4,540,232$ SPECIAL REVENUE FUNDS PARKS IN LIEU ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH CASH $126,516 $262,487 $262,487 $329,204 346082 Quail Meadows (23) Westview Estates (24)$129,631 $0 $54,000 $0 371010 Interest Earnings $6,340 $2,000 $12,717 $5,000 Total Revenue $135,971 $2,000 $66,717 $5,000 Total Available $262,487 $264,487 $329,204 $334,204 Improvements $0 $255,335 $0 $309,335 Maintenance Fees $0 $6,500 $0 $6,500 $0 $261,835 $0 $315,835 ENDING CASH Cash Carry over $262,487 $2,652 $329,204 $18,369 FUND: 2210-436-460430 EXPENDITURES REVENUES The "Parks in Lieu" program mission is to utilize and direct funds received from developers towards contributing to the development and improvement of city parks and trails. The FY 2025 budget will support future improvements to Lions Park, Lawrence Park and improve the maintenance facility at KYAC and north area parks as the community continues to grow. PROGRAM DESCRIPTION PROJECTED REVENUE AND FUND SUMMARY 39 PARKS IN LIEU ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 935 Jaxson Ridge $0 $36,923 $0 $36,923 937 Cottage Gardens $0 $9,449 $0 $9,449 938 3rd Ave. Apt. - Lions Park improvements $0 $29,659 $0 $29,659 933 Quail Meadows KYAC improvements supporting maint $0 $129,631 $0 $129,631 939 Westcraft - KYAC improvements supporting maint $0 $42,250 $0 $42,250 932 Westview Estates Ph 6 & 7 $0 $0 $0 $54,000 936 Lawrence Park - Lawrence Improvements $0 $7,423 $0 $7,423 $0 $255,335 $0 $309,335 522 Maintenance Fees $0 $6,500 $0 $6,500 Total $0 $261,835 $0 $315,835 FUND: 2210-436-460430 EXPENDITURE DETAIL 40 PARKS DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH: 10100 CASH: operations $1,403,699 $1,486,776 $1,486,776 $1,511,144 10107 Cash designated for Equipment $52,467 $67,467 $67,467 $82,467 $1,456,166 $1,554,243 $1,554,243 $1,593,611 REVENUE: 311100 Real Estate Taxes $1,223,458 $1,400,000 $1,374,030 $1,480,000 311200 Personal Property $16,392 $24,675 $19,887 $20,000 312000 Penalty & Interest $2,433 $1,500 $2,912 $2,000 381060 Operating transfer- Health Insurance $111,000 $115,000 $115,000 $120,000 Subtotal Revenue from Taxes $1,353,283 $1,541,175 $1,511,829 $1,622,000 334000 Grant - Pool improvements $0 $86,000 $0 $86,000 346050 Parks Usage Fees $28,237 $24,000 $33,667 $26,000 365015 Kidsports Maintenance $32,562 $20,000 $23,313 $23,000 346056 Kidsports usage $626 $1,800 $0 $2,000 346059 Picnic in the Park $20,007 $26,500 $28,358 $27,000 346051 Recreation Fees $36,230 $47,444 $28,949 $48,055 346053 Scholarships (donation)$4,619 $3,200 $5,043 $4,600 346052 Sports Programs $99,617 $108,882 $123,950 $132,952 365010 Donations/Grants $15,067 $0 $569 $0 346054 Community After School Programs $76,758 $103,500 $103,448 $111,838 346055 After School Bussing $0 $0 $0 $7,250 346057 Youth Camps $194,526 $259,712 $185,457 $279,146 346030 Pool $156,139 $175,000 $135,018 $175,000 346040 Concessions $49,163 $50,000 $39,431 $57,500 Subtotal Recreation & Pool $713,551 $906,038 $707,203 $980,340 365016 Insurance Reimbursement $37,395 $0 $0 371010 Investments $30,321 $15,000 $48,216 $30,000 346055 Ice Rink Utilities Reimbursement $19,405 $23,000 $18,148 $23,000 383001 Transfer from Energy Grant $0 $0 $0 $37,970 381050 Inception of loan $134,605 $0 $0 $0 Total $2,288,560 $2,485,213 $2,285,396 $2,693,310 Total Resources Available $3,744,726 $4,039,456 $3,839,639 $4,286,921 EXPENDITURES: All Departments $2,190,484 $2,917,591 $2,246,028 $3,274,718 Equipment from designated $0 $22,000 $0 $55,000 ENDING CASH: Cash Designated for Equip ($15,000/FY)$67,467 $60,467 $82,467 $47,467 Cash Carry Over $1,486,776 $1,039,398 $1,511,144 $909,736 38%71%29% FUND: 2215-436-460430 PROJECTED REVENUE AND FUND SUMMARY 41 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: PARKS FUND #2215 DEPARTMENT PERSONNEL: (5.55 FTE) Parks shares personnel costs of Parks and Recreation Director, Parks Superintendent, Parks Foreman, Administrative Specialist and four Parks Caretakers. To maintain 292 acres of parks and open spaces, according to our Parks Master Plan and council's direction and continue implementing beautification programs and maintaining current amenities. The purpose of the Kalispell Parks Department is to actively encourage, provide, promote and protect quality leisure opportunities, facilities and environments that are essential for the enhancement of the lives of our citizens. In FY25 the Parks Department will continue maintaining parks and green spaces by modes outlined in master plan. This budget includes replacing one 1/2 ton truck, replacing office furniture at Depot Park, new irrigation system with weather station for Depot Park, and facility upgrades to Woodland Camp Center that include interior painting, replacing bathroom sinks and adding ceiling fans for air circulation inside the building. PARKS FUND FUND #2215 The parks fund receives roughly 65%-75% of its revenue from tax levies (general and permissive health) and other intergovernmental revenues (entitlement share, etc.). The parks fund should have enough cash available at July 1st (and January 1st) to pay expenditures, less expected revenues, through December (June). In the parks fund, a beginning cash carryover of 25%-35% of budgeted expenditures has been sufficient to pay the fund expenditures through December if a balanced budget is presented. Beginning cash carryover was 69% for fiscal year 2024, is 48% for fiscal year 2025 and is estimated to begin fiscal year 2026 at about 25-30%. 0 200 400 600 800 1000 1200 1400 1600 1800 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t PARKS QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 42 PARKS DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 5.55 5.55 5.55 6.35 110 Salaries and payroll costs $379,002 $446,803 $420,791 $543,486 111 Salaries - seasonal $41,230 $69,137 $52,439 $65,776 121 Overtime: Call outs $0 $300 $86 $300 153 Health Insurance $63,015 $71,991 $69,391 $95,877 155 Retirement $35,115 $36,569 $39,491 $45,070 Subtotal $518,362 $624,800 $582,198 $750,508 Maintenance & Operations: 210 Office Supplies, equip./computers $1,265 $3,700 $3,114 $21,151 215 Equipment - not capital (fy24 online registration equipment)$1,973 $29,000 $24,723 $3,686 224 Janitorial Supplies (All Parks)$6,632 $7,200 $6,192 $7,800 229 Other Supplies (fertilizer, weed spray, seed, paint)$8,627 $10,000 $7,925 $10,500 231 Gas $26,598 $30,000 $21,334 $30,000 241 Tools / Small Equipment /Safety equip $1,581 $3,000 $2,320 $5,200 320 Printing & advertising (legal notices)$212 $200 $198 $300 341 Electricity $13,172 $13,500 $12,533 $13,500 343 Ice Rink Utilities (Reimbursed-see revenue)$19,467 $23,000 $20,586 $23,000 344 Natural Gas $2,576 $2,950 $2,446 $3,000 345 Telephone & Communications $1,807 $2,700 $1,850 $2,500 351 Sports Court and Sport Maintenance $945 $7,550 $0 $7,550 354 Contract Services/Tennis Agreement $2,000 $2,500 $1,810 $2,500 355 Contract Services-Trail Maint./Contract Weed Control/ Portables $32,894 $15,000 $19,511 $48,000 356 Consultants - Preliminary Design Hwy 93 trail $0 $50,000 $24,896 $0 357 Consultants- Parks Master Plan $0 $100,000 $0 $100,000 358 FVCC Tennis Interlocal Agreement $0 $0 $0 $0 362 Equipment / Building Maintenance $3,214 $8,500 $1,107 $31,600 364 Landscape Materials, Perennials & Rose Garden $6,016 $6,000 $5,004 $7,000 367 Vandalism Repairs $2,501 $4,500 $3,471 $4,800 373 Dues & Training $4,397 $9,000 $8,644 $12,200 388 Medical services: Drug Testing $240 $600 $180 $600 395 Equipment Rental $0 $700 $40 $700 420 Metal /Wood Products-Fencing, picnic tables $2,390 $6,500 $2,520 $6,500 440 Irrigation Supplies $6,531 $6,000 $2,898 $7,000 452 Gravel, top soil, sand & compost $264 $2,000 $570 $2,000 con't FUND: 2215-436-460430 EXPENDITURE DETAIL 43 PARKS DEPARTMENT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Maintenance & Operations Continued: 521 Central Garage Transfer $23,765 $35,388 $35,386 $45,824 545 County Landfill $3,735 $6,273 $3,735 $4,500 610 Principal /Board of Investments -playground/tractor $33,385 $24,841 $24,313 $18,343 620 Interest /Board of Investments - playground/tractor $840 $2,202 $3,233 $2,861 Subtotal $207,028 $412,804 $240,539 $422,615 Capital Outlay: 941 Equipment $43,000 $50,000 $55,000 Subtotal $43,000 $50,000 $0 $55,000 Total $768,390 $1,087,604 $822,737 $1,228,123 FUND: 2215-436-460430 EXPENDITURE DETAIL - con't. 44 $0 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: ATHLETIC COMPLEX ACCOUNT # 2215-440 DEPARTMENT PERSONNEL: (2.15 FTE) KYAC shares personnel costs of Parks Superintendent, Parks Foreman and 2 Parks Caretakers. Maintain 138 acres of sports fields, 3 parks (pocket, Spring Prairie, Memorial), and green spaces in a maintenance mode that supports the agreement between KYAC and the City. The KYAC FY25 budget focuses on meeting the requirements of the 6 sports organizations, while maintaining the fields to promote safety and participation. Kalispell Parks & Recreation will continue working with Kidsports to improve the facilities under the terms of the Memorandum of Understanding. Through dedicated funds in Parks in Lieu, we anticipate building a shop to operate both KYAC and our northern park operations form. The Kalispell Youth Athletic Complex is a public/private partnership that was created between the City of Kalispell and the current youth athletic programs at the site. This site is composed of 38 athletic fields; hosting baseball, softball, football, and soccer. ATHLETIC COMPLEX ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 2.15 2.15 2.15 2.15 110 Salaries and payroll costs $116,034 $140,811 $133,378 $148,401 111 Seasonal Salaries $45,472 $61,926 $51,578 $56,064 121 Overtime $0 $300 $0 $300 153 Health Insurance $31,212 $30,358 $27,432 $32,578 155 Retirement $12,613 $11,272 $14,634 $12,011 Subtotal $205,331 $244,668 $227,022 $249,354 Maintenance & Operations: 221 Safety Equipment (ear plugs, masks, glasses etc)$120 $300 $67 $300 229 Other Supplies (fertilizer, weed spray, seed, paint)$15,512 $22,000 $22,330 $22,000 231 Gas $10,413 $13,000 $11,638 $13,000 241 Consumable Tools (weed eaters)$345 $850 $795 $1,600 341 Electricity $10,646 $12,000 $10,182 $12,000 345 Telephone & Communications $49 $260 $0 $260 354 Contract Services - pump & pest management $9,393 $1,500 $0 $1,500 362 Equipment Maintenance $641 $1,500 $412 $1,500 364 Landscape, Flowers & gardens $300 $300 $126 $400 367 Vandalism Repairs $0 $600 $654 $600 373 Dues & Training $917 $2,000 $1,265 $3,500 388 Medical services: Drug Testing $0 $300 $120 $300 395 Rental Equipment $0 $200 $0 $200 420 Metal /Wood Products/Fencing $2,156 $7,500 $88 $5,000 440 Irrigation $12,246 $7,000 $6,057 $8,500 452 Gravel/Sand $452 $1,500 $903 $1,500 521 Central Garage Transfer $5,901 $8,215 $8,215 $7,618 545 County Landfill $3,470 $3,500 $3,470 $4,000 610/620 Debt Service (FY23 Truck & Mower)$0 $12,875 $1,552 $2,854 Subtotal $72,561 $95,400 $67,874 $86,632 Capital Outlay: 940 Equipment $50,000 $0 $0 $0 Total $327,892 $340,068 $294,896 $335,986 EXPENDITURE DETAIL FUND: 2215-436-460440 45 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: 4. Develop new recreation and sports programming based on current trends and customer requests. INTENDED OUTCOMES FROM BUDGET EXPENDITURES: The purpose of the Recreation Department is to provide affordable recreational and sports programs to encourage educational opportunities and promote healthy life styles. 2. Provide year round affordable sports activities for youth, to introduce the basics of the sport, assist with learning skills, while promoting physical activity in a fun non-competitive atmosphere. 3. Provide year round community oriented recreational and special event opportunities, encompassing a diverse and wide range of interests. RECREATION/SPORTS ACCOUNT # 2215-431 DEPARTMENT PERSONNEL: (1.6 FTE) Recreation shares personnel costs of the Parks and Recreation Director, Recreation Superintendent, and 2 Recreation Programmers. 1. Provide free community & family events such as: outdoor movies, Picnic in the Park, Art Walk, and Shakespeare in the Park. The Recreation FY25 budget focuses on expanding our traditional programs while adding new programs based on community input and furthering our partnerships. New programs this year are youth and adult tennis. A benefit of this years budget will be adding background checks for volunteer coaches. RECREATION/SPORTS & SPECIAL EVENTS ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 1.6 1.6 1.6 2.03 110 Salaries and payroll costs $90,049 $111,243 $110,191 $145,668 111 Seasonal Salaries $25,829 $38,791 $18,212 $47,829 153 Health Insurance $13,310 $21,604 $14,127 $23,930 155 Retirement $7,445 $9,136 $9,185 $12,052 Subtotal $136,633 $180,774 $151,715 $229,478 Maintenance & Operations: 229 Other Supplies $16,850 $19,550 $19,128 $19,950 231 Gas $276 $676 $578 $802 320 Printing & Advertising $3,719 $7,850 $2,655 $7,900 345 Telephone & Communications $997 $855 $1,434 $1,500 353 Online Registration $0 $3,869 $3,752 $4,516 354 Contract Services $42,072 $43,099 $37,008 $51,783 355 Bank Fees/Credit Card Charges $0 $3,309 $2,834 $4,253 357 Music Franchise Fees $1,324 $1,400 $1,407 $1,600 373 Dues & Training $1,685 $1,500 $1,262 $3,000 Subtotal $66,923 $82,108 $70,058 $95,303 Total $203,556 $262,882 $221,773 $324,781 EXPENDITURE DETAIL FUND: 2215-436-460431 46 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: 4. To continue to partner with School District #5 to provide healthy snacks and/or meals to meet participants nutritional needs. INTENDED OUTCOMES FROM BUDGET EXPENDITURES: YOUTH CAMPS ACCOUNT # 2215-448 DEPARTMENT PERSONNEL: (1.5 FTE) Youth Camps shares personnel costs (with Recreation/Sports budget) of the Recreation Superintendent, and 2 Recreation Programmers. 1. To provide affordable out of school programs for parents. 2. To provide an enriching and positive atmosphere. 3. To provide appropriate activities that develop cognitive, social, physical and emotional outcomes. The purpose of the Youth Camp programs is to offer children a quality experience in a safe, supervised, active environment when school is not in session. The Youth Camp FY25 budget continues to focus on providing quality youth and afterschool camps, while meeting the federally and state mandated daycare standards for adult to child ratio. We recognize these camps and afterschool programs meet an important need to the community. We seek to insure participants have a healthy, safe, and mentally and socially stimulating experience while in our care. YOUTH CAMPS ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 1.5 1.5 1.5 1.83 110 Salaries and payroll costs $78,708 $97,681 $96,220 $120,893 111 Salaries-seasonal $159,524 $240,979 $207,799 $269,404 121 Overtime $0 $150 $233 $150 153 Health Insurance $12,439 $20,168 $13,191 $22,567 155 Retirement $6,432 $8,025 $8,020 $10,002 Subtotal $257,103 $367,003 $325,463 $423,017 Maintenance & Operations: 224 Janitorial supplies (Day camp facility)$199 $300 $395 $300 229 Other Supplies $3,575 $5,025 $3,329 $6,525 231 Gas $76 $532 $143 $581 320 Printing & Advertising $50 $355 $117 $435 345 Telephone & Communications $1,126 $2,640 $1,443 $2,467 353 Online Registration $0 $9,475 $9,184 $10,341 354 Contract Services $14,855 $21,967 $14,536 $24,312 355 After School program expenses $735 $1,500 $1,088 $8,750 356 Bank Fees/Credit Card Charges $5,441 $9,948 $10,621 $11,028 373 Dues & Training $770 $1,500 $1,262 $3,015 Subtotal $26,827 $53,242 $42,118 $67,754 Total $283,930 $420,245 $367,581 $490,770 FUND: 2215-436-460448 EXPENDITURE DETAIL 47 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: AQUATICS FACILITY ACCOUNT # 2215-437 DEPARTMENT PERSONNEL: Seasonal Labor 1. To provide affordable aquatic recreational opportunities for our community. 3. Offer a healthy lifestyle alternative. 2. To provide safe and fun aquatic programs. The purpose of the Aquatics Facility is to provide our community a safe, affordable waterpark for skill developing programs, exercise and family fun filled special events for all ages. FY25 budget identifies needs of an aging facility in replacement and repair of several vital components. A new liner for the lap pool and painting of the lazy river is included in this budget. An additonal benefit to this year's budget is a digital scheduling time clock system. To support and benefit the general operation and ensure safe activities at the aquatic facility for FY24, while addressing necessary building and amenity repairs and improvements. AQUATICS FACILITY ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 0.33 Personal Services: 110 Salaries and payroll costs $0 $0 $0 $17,253 111 Seasonal Salaries $172,560 $273,320 $225,693 $319,097 121 Overtime $783 $200 $1,954 $200 153 Health Insurance $0 $0 $0 $6,382 155 Retirement $1,468 $1,500 $934 $1,455 Subtotal $174,811 $275,020 $228,581 $344,386 Maintenance & Operations: 210 Office Supplies/printing/equip $470 $650 $331 $500 224 Janitorial Supplies, safety equipment $2,719 $3,100 $1,721 $3,100 226 Chlorine & Chemicals $46,988 $52,800 $50,773 $52,000 228 Concession stand $37,006 $27,000 $28,443 $29,000 229 Other Supplies, consumable tools, $3,984 $4,000 $3,234 $4,720 341 Electricity $7,427 $10,500 $8,051 $10,500 344 Natural Gas $26,112 $30,680 $9,224 $35,000 345 Security Cameras / Telephones/Internet $2,528 $18,555 $14,678 $2,500 354 Licenses & Fees $1,781 $1,835 $2,330 $2,940 356 Bank Fees/CC Charges $2,736 $6,647 $2,404 $3,500 362 Equipment/Building Maintenance $25,429 $70,540 $34,025 $73,800 367 Vandalism $0 $1,000 $29 $1,000 380 Training Materials $2,360 $1,800 $1,775 $2,500 Subtotal $159,540 $229,107 $157,018 $221,060 Capital Outlay: 932 Pool Improvements/Equipment $77,506 $172,000 $52,606 $240,000 Total Pool Budget $411,857 $676,127 $438,205 $805,446 Line Item Detail: Pool 932 Pool Improvements/Equipment $170,000 resurface lazy river $70,000 pool liner for the lap pool FUND: 2215-437-460445 EXPENDITURE DETAIL FY 2025 BUDGET HIGHLIGHTS 48 PURPOSE OF THIS DEPARTMENT: The purpose of the Parkline Trail program is to maintain Kalispell's premiere east/west bike/pedestrian connection through downtown, parks, and other trails and promote alternate means of transportation while enhancing the lives of citizens in our community. GOALS OF THIS DEPARTMENT: 1. Increase awareness to alternate transportation opportunities in the community. 2. Encourage city connectivity of trails with MDOT, Flathead County and non profits. 3. Maintain consistent bicycle and pedestrian friendly design and maintenance standards. INTENDED OUTCOMES FROM BUDGET EXPENDITURES: PARKLINE TRAIL ACCOUNT # 2215-436 The FY25 Trails Budget supports the maintenance of the new Parkline Trail and the 22.74 acres it encompasses. DEPARTMENT PERSONNEL: (1) - Proposed Parks Caretaker, and Seasonal Labor PARK LINE TRAIL ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 1 1 1 1 110 Salaries and payroll costs $44,379 $53,154 $51,627 $56,166 111 Salaries - seasonal $14,028 $26,866 $13,700 $26,866 121 Overtime: Call outs $0 $300 $0 $300 153 Health Insurance $15,525 $9,857 $9,355 $10,624 155 Retirement $4,125 $4,395 $5,104 $4,696 Subtotal $78,057 $94,572 $79,786 $98,651 Maintenance & Operations: 210 Office Supplies, equip./computers $249 $300 $10 $300 215 Equipment - not capital $655 $1,300 $371 $1,000 224 Janitorial Supplies $0 $700 $20 $400 229 Other Supplies (fertilizer, weed spray, seed)$594 $2,000 $1,411 $1,500 231 Gas $4,063 $4,000 $3,099 $4,500 241 Tools / Small Equipment /Safety equip $606 $900 $261 $1,700 341 Electricity $0 $1,500 $0 $0 345 Telephone & Communications + Internet for Security $0 $2,500 $0 $0 355 Contract Services-Trail Maint./Weed Control/ Portables $19,767 $11,000 $0 $8,000 362 Equipment / Amenity Maintenance $1,083 $1,500 $740 $1,500 364 Landscape Materials (Hanging Baskets)$2,001 $3,500 $3,267 $3,500 367 Vandalism Repairs $514 $1,500 $494 $1,500 373 Dues & Training $386 $1,000 $824 $1,000 388 Medical services: Drug Testing $95 $100 $155 $150 395 Equipment Rental $0 $500 $0 $500 440 Irrigation Supplies $476 $1,200 $224 $1,200 452 Top soil, fiberous mulch & compost $0 $750 $0 $500 545 County landfill $0 $3,500 $0 $0 610/620 Debt Service - Mower $0 $20,343 $10,174 $18,710 Subtotal $30,489 $58,093 $21,050 $45,960 941 Equipment $79,000 $0 $0 $0 Total Trails $187,546 $152,665 $100,836 $144,611 EXPENDITURE DETAIL FUND: 2215-436-460457 49 PURPOSE OF THIS DEPARTMENT: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: The purpose of Kalispell's Urban Forestry is to administer, maintain, protect and expand the City’s urban forest landscape on public properties for Kalispell’s residents and businesses so that economic, environmental, safety and aesthetic benefits are maximized. FORESTRY FUND #2600 DEPARTMENT PERSONNEL: (1) Arborist Supervisor, (1) Arborist, and Forestry shares personnel costs of Parks and Recreation Director, Parks Superintendent, Administrative Specialist, Assessment Coordinator and 5 Park Caretakers. The forestry budget supports the maintenance of 10,678 trees in public right-of-ways by providing pruning, planting and removal tree services. Forestry will also provide education on the importance and benefits of trees in the community through events such as Arbor Day. The FY25 Urban Forestry budget focuses on continuing to meet the prioritized schedule of removals, pruning and planting, utilizing both in-house crews and contracted services. This fiscal budget includes a mini lift. FORESTRY FUND FUND #2600 The forestry fund receives almost all of its revenue from property assessments. The forestry fund should have enough cash available at July 1st (and January 1st) to pay expenditures, less expected revenues, through December (June). In the forestry fund, like other assessed operating funds, a beginning cash carryover of 55%-75% of budgeted expenditures has been sufficient to pay the fund expenditures through December if a balanced budget is presented. Beginning cash carryover was 146% for fiscal year 2024, is 157% for fiscal year 2025 and is estimated to begin fiscal year 2026 at about 140-150%. 0 200 400 600 800 1000 1200 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t FORESTRY QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 50 FORESTRY ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 2600 FORESTRY OPERATIONS BEGINNING CASH 10100 CASH $916,703 $1,060,791 $1,060,791 $1,125,998 REVENUES 334121 Arbor Day Grant/ forestry charges $850 $850 $850 $850 334125 IRA and SUFR Equity Grants $2,575 $40,000 $20,000 $0 363010 Assessments $639,524 $653,536 $660,999 $650,000 363040 P. & I. on Assessments $2,046 $1,500 $1,921 $1,500 364030 Misc Revenue/Insurance Reimb $29,138 $0 $3,368 $0 365010 Arbor day Sponsors/Other Misc.$2,600 $4,500 $3,650 $4,000 371010 Investment Earnings $27,848 $10,000 $43,879 $20,000 381050 Inception of Loan (Compressor/Dump P/U)$0 $0 $46,719 $0 Total Revenue from operations $704,581 $710,386 $781,386 $676,350 Total Available $1,621,284 $1,771,177 $1,842,177 $1,802,348 EXPENDITURES Urban Forestry operations $560,493 $790,143 $716,179 $750,593 ENDING CASH CASH $1,060,791 $981,034 $1,125,998 $1,051,755 FUND: 2600-436-460433; 460435 PROJECTED REVENUE AND FUND SUMMARY 51 FORESTRY ACTUAL BUDGET ACTUAL BUDGET Forestry:FY22/23 FY23/24 FY23/24 FY24/25 460433 Personal Services: FTE's 3.80 3.80 3.80 3.90 110 Salaries and payroll costs $216,490 $249,757 $240,068 $271,737 111 Seasonal $27,601 $61,267 $55,102 $61,267 121 Overtime $522 $1,000 $42 $1,000 153 Health Insurance $44,218 $52,695 $51,650 $58,803 155 Retirement $18,903 $20,612 $22,321 $22,680 Subtotal $307,734 $385,331 $369,183 $415,487 Maintenance & Operations: 229 Office supplies /Other Supplies $4,260 $4,500 $4,392 $7,500 231 Gas $7,413 $8,500 $6,893 $8,500 241 Tools / Small Equipment /Safety equip $3,516 $5,200 $3,377 $5,200 345 Telephone & Communications $619 $700 $620 $700 354 Contract Services $140,803 $170,000 $168,942 $150,000 357 FORESTRY Grant $0 $40,000 $22,000 $0 358 EAB Monitoring/Arbor Day $1,425 $5,000 $1,819 $5,000 362 Equipment Maintenance $1,491 $3,000 $2,323 $3,000 364 Trees $4,451 $9,000 $8,423 $9,000 373 Dues & Training $3,616 $6,500 $1,512 $6,500 388 Medical services: Drug Testing $235 $400 $0 $400 395 Equipment Rental $7,742 $8,000 $6,844 $8,000 510 Liability & Property Insurance $7,202 $6,783 $6,783 $7,600 522 Administrative Transfer $24,465 $23,177 $23,177 $27,237 528 Information Technology Transfer $9,671 $11,550 $11,500 $13,807 521 Central Garage Transfer $9,952 $10,268 $10,268 $10,597 610/620 Principal & Interest (Compressor & Dump P/U)$0 $20,600 $609 $12,065 Subtotal $226,861 $333,178 $279,482 $275,106 Capital Outlay: 940 Truck Dump Bed W/Hydraulics, Equipment Trailer $25,898 $71,634 $67,514 $60,000 Total Forestry $560,493 $790,143 $716,179 $750,593 FUND: 2600-436-460433; 460435 EXPENDITURE DETAIL 52 DEVELOPER TREES FUND: 2601-436-460435; 460430 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 2601 DEVELOPER'S TREES BEGINNING CASH 10100 Cash $148,205 $146,001 $146,001 $142,289 10150 Cash - Admin Fees $1,798 $1,798 $1,798 $1,798 $150,003 $147,799 $147,799 $144,087 REVENUES 346080 Developer charges $0 $0 $0 $0 5% Admin Fee $0 $0 $0 $0 Total availabe $0 $0 $0 $0 EXPENDITURES 3xx Contract Services - Trees $2,204 $146,001 $3,712 $142,289 522 admin fees $0 $1,798 $0 $1,798 $2,204 $147,799 $3,712 $144,087 ENDING CASH 10100 Cash $146,001 $0 $142,289 $0 10150 Cash - Admin Fees $1,798 $0 $1,798 $0 $147,799 $0 $144,087 $0 PROJECTED REVENUE AND FUND SUMMARY 53 DEVELOPER TREES ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 DEVELOPER TREES 351 Empire Estates $0 $8,653 $0 $8,653 352 Appleway $0 $4,336 $0 $4,336 353 Siderius - Jaxson Ridge $0 $8,861 $0 $8,861 354 PW - W. Side Int. $0 $5,548 $0 $5,548 356 Sinopah $0 $667 $0 $667 357 Cottonwood $0 $1,928 $0 $1,928 358 Westview $0 $0 $0 $0 359 Mountain Vista Estates $0 $14,849 $143 $14,706 360 Owl View TH $0 $3,780 $0 $3,780 361 Village Greens $367 $15,184 $857 $14,327 362 Westview Business Center $0 $948 $0 $948 363 Muskrat Slough $0 $1,390 $0 $1,390 364 Mountain Vista Estates IV $0 $17,300 $0 $17,300 365 Village Greens $0 $1,012 $0 $1,012 366 West View Estates $1,837 $10,899 $2,712 $8,187 367 Abigail Subdivision $0 $2,716 $0 $2,716 368 Northland $0 $16,407 $0 $16,407 369 Adler Homes - Santa Prop $0 $1,687 $0 $1,687 370 Village Greens $0 $5,233 $0 $5,233 371 Northland Ph. 5D $0 $15,190 $0 $15,190 372 Village Greens $0 $9,412 $0 $9,412 $2,204 $146,001 $3,712 $142,289 350 Admin Fees $0 $1,798 $0 $1,798 Total Developer Trees $2,204 $147,799 $3,712 $144,087 FUND: 2601-436-460435; 460430 EXPENDITURE DETAIL 54 Page Fund Dept DEVELOPMENT SERVICES 55 2880 CD Revolving Loan 3,200$ 56 2881 CD Revolving Loan #2 -$ 57-58 2886 CD Miscellaneous 35,103$ 59 2887 Rural Development Revolving Loan 200,642$ 60 2888 Rural Development Revolving Loan 289,938$ 61 2865 Renewable Resource Grant 125,000$ 62 2866 MCEP Grant 750,000$ 63 2867 WIIN Grant 178,000$ 64 2941 CDBG Grant 1,500,000$ 65 2953 EPA Brownfields Assessment Grant 1,115$ 66 2955 EPA Brownfields Revolving Loan 583,935$ 67 2974 Airport Grant 394,187$ 68 2992 Safe Street Grant 378,048$ 69 2930 EECBG Grant 75,940$ 4,515,108$ SPECIAL REVENUE FUNDS COMMUNITY DEVELOPMENT-REVOLVING FUND ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash, Operating $76,677 $93,280 $93,280 $8,412 10162 Cash, Reserve for investment (S&C)$43,855 $43,855 $43,855 $58,520 $120,532 $137,135 $137,135 $66,932 REVENUES 345010 Application fees $0 $0 $0 $0 373020 Loan Proceeds/Principal $14,543 $9,857 $6,673 $1,504 373010 Loan Proceeds/-Interest $581 $340 $243 $140 371010 Interest Earnings (inc S&C interest)$3,788 $2,000 $5,299 $2,500 Total Revenue $18,912 $12,197 $12,215 $4,144 Total Available $139,444 $149,332 $149,350 $71,076 EXPENDITURES 353 Auditing $843 $1,200 $1,336 $1,500 354 Contract Services $1,466 $1,500 $1,082 $1,700 810 Redevelopment $0 $80,000 $80,000 $0 Total Expenditures $2,309 $82,700 $82,418 $3,200 ENDING CASH 10100 Cash, Operating $93,280 $6,953 $8,412 $9,356 10162 Cash, Reserve for s & c investment $43,855 $59,679 $58,520 $58,520 Total Cash $137,135 $66,632 $66,932 $67,876 FUND: 2880-480-470210 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION This is a fund established in 2005 that consolidates "all" of the various loan types the Department has in existence or will be starting. Each type of loan activity has its own line item number and can be easily identified for the audit or monitoring. 55 COMMUNITY DEVELOPMENT-REVOLVING FUND #2 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash, Operating $67,983 $101,895 $101,895 $12,650 $67,983 $101,895 $101,895 $12,650 REVENUES 373020 Loan Proceeds/Principal $32,041 $19,293 $8,612 $0 371010 Interest Earnings $2,276 $1,000 $2,618 $0 Total Revenue $34,317 $20,293 $11,230 $0 Total Available $102,300 $122,188 $113,125 $12,650 EXPENDITURES 354 Contract services $405 $475 $475 $0 711 Redevelopment $0 $100,000 $100,000 $0 Total Expenditures $405 $100,475 $100,475 $0 ENDING CASH 10100 Cash, Operating $101,895 $21,713 $12,650 $12,650 Total Cash $101,895 $21,713 $12,650 $12,650 FUND: 2881-480-470210 PROJECTED REVENUE AND FUND SUMMARY 56 COMMUNITY DEVELOPMENT PROJECTS ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: $0 $0 $0 $0 10150 CASH: Old School Redevelopment $269,587 $276,639 $276,639 $35,003 REVENUES 371010 Interest/Misc.$7,052 $2,500 $8,364 $100 Total Revenue $7,052 $2,500 $8,364 $100 Total Available $276,639 $279,139 $285,003 $35,103 Redevelopment/Grants/Transfers $0 $278,087 $250,000 $35,103 Total Expenditures $0 $278,087 $250,000 $35,103 10100 CASH: $0 $0 $0 $0 10150 CASH: Old School Redevelopment $276,639 $1,052 $35,003 $0 ENDING CASH FUND: 2886-480-470210 EXPENDITURES PROJECTED REVENUE AND FUND SUMMARY 57 COMMUNITY DEVELOPMENT PROJECTS ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Redevelopment: 790 Redevelopment Activity $0 $28,087 $0 $0 795 Old School redevelopment $0 $0 $0 $0 815 Transfer to WS TIF (trail) from Old School funds (General fund)$0 $0 $0 $0 810 Transfer to General Fund $0 $250,000 $6,532 $35,103 Total Redevelopment $0 $278,087 $6,532 $35,103 GRAND TOTALS $0 $278,087 $6,532 $35,103 FUND: 2886-480-470210 EXPENDITURE DETAIL 58 RURAL DEVELOPMENT LOAN REVOLVING #61-01 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $182,685 $184,774 $184,774 $229,872 10140 CASH: loan loss reserve $45,414 $58,271 $58,271 $12,979 Total Cash $228,099 $243,045 $243,045 $242,851 REVENUES 373010 Loan Interest $6,875 $6,553 $6,619 $6,210 371010 Other Interest $301 $200 $336 $200 373030 Principal $29,844 $22,162 $15,400 $10,428 Total Revenue $37,020 $28,915 $22,355 $16,838 Amount Available $265,119 $271,960 $265,400 $259,689 EXPENDITURES Redevelopment Activity $0 $180,000 $0 $200,000 Principal (Loan 61-01)$19,396 $19,590 $19,590 $0 Interest (Loan 61-01)$2,678 $2,484 $2,484 $0 Contract Service (Loan Software)$0 $475 $475 $642 Total Expenditure $22,074 $202,549 $22,549 $200,642 ENDING CASH 10100 CASH: operating $184,774 $11,140 $229,872 $4,281 10140 CASH: loan loss reserve (6% o/s loans principal)$58,271 $58,271 $12,979 $54,766 $243,045 $69,411 $242,851 $59,047 FUND: 2887-480-470210 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The purpose of the Revolving Loan Fund (RLF) is to provide gap financing or business retention, expansion or start-up with the focus on job creation. Funding Sources for the RLF come from possible CDBG Economic Development Grants, TIF, Rural Development Intermediary relending Program (IRP) funds and the Community Development Revolving Loan Fund. The department was successful in writing a Rural Development (RD) grant application for $520,000 from the RD Intermediary Relending Program (IRP) on 10/12/04. 59 RURAL DEVELOPMENT LOAN REVOLVING #61-03 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $309,884 $299,755 $299,755 $289,638 10140 CASH: loan loss reserve $0 $0 $0 $0 Total Cash $309,884 $299,755 $299,755 $289,638 REVENUES 371010 Other Interest $396 $300 $408 $300 Total Revenue $396 $300 $408 $300 Amount Available $310,280 $300,055 $300,163 $289,938 480-470210EXPENDITURES 354 Contract Services-Loan Software $500 $500 $500 $0 610 Principal Repayment to IRP 61-03 $8,638 $8,725 $8,725 $0 620 Interest Repayment to IRP 61-03 $1,387 $1,300 $1,300 $0 750 Redevelopment Activity $0 $279,000 $0 $289,938 Total Expenditures $10,525 $289,525 $10,525 $289,938 ENDING CASH 10100 CASH: operating $299,755 $10,530 $289,638 $0 10140 CASH: loan loss reserve (6% of o/s prin of loans)$0 $0 $0 $0 $299,755 $10,530 $289,638 $0 FUND: 2888-480-470210 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The purpose of the Revolving Loan Fund (RLF) is to provide gap financing or business retention, expansion or start-up with the focus on job creation. Funding sources for the RLF come from possible CDBG Economic Development Grants, TIF, Rural Development Intermediary relending Program (IRP) funds and the Community Development Revolving Loan Fund. The department was successful in writing a Rural Development (RD) grant application on 11/27/06 from the RD Intermediary Relending Program (IRP) of which $257,500 was used. 60 RENEWABLE RESOURCE GRANT BUDGET ACTUAL BUDGET FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $0 $0 $0 REVENUE 334200 Renewable Resource Grant (pass-thru)$125,000 $0 $125,000 Total Available $125,000 $0 $125,000 EXPENDITURES 790 Redevelopment $125,000 $0 $125,000 ENDING CASH 10100 Cash $0 $0 $0 FUND: 2865-480-470230 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION On June 8, 2023 The Department of Commerce awarded Morning Star Court a $125,000 DNRC Renewable Resource Grant and Loan Program funding through House Bill 6 for a water and wastewater improvement project. 61 MT COAL ENDOWMENT PROGRAM GRANT BUDGET ACTUAL BUDGET FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $0 $0 $0 REVENUE 334200 Mt Coal Endowment Program Grant (pass-thru)$750,000 $0 $750,000 Total Available $750,000 $0 $750,000 EXPENDITURES 790 Redevelopment $750,000 $0 $750,000 ENDING CASH 10100 Cash $0 $0 $0 FUND: 2866-480-470230 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION On April 26, 2023, The Department of Commerce awarded Morning Star Community a $750,000 Montana Coal Endowment Program Grant to construct water and sewer main extensions. 62 WIIN GRANT BUDGET FY24/25 BEGINNING CASH 10100 Cash $0 REVENUE 334121 WIIN Grant (pass-thru) Morning Star Water $178,000 Total Available $178,000 EXPENDITURES 790 Redevelopment $178,000 ENDING CASH 10100 Cash $0 FUND: 2867-480-470230 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION On October 18, 2023, The Montana Department of Natural Resources and Conservation awarded Morning Star Community a $178,000 WIIN Grant. Section 1459A of the Safe Drinking Water Act (SDWA), as ameded by the 2016 Water Infrastructure Improvements for the Nation Act (WIIN) and the 2018 America's Water Infrastructure Act, authorizes the EPA to award grants to states to assist underserved, small and disadvantaged communities that are unable to finance activities needed to comply with the SDWA, as well as respond to a drinking water contaminant. 63 COMMUNITY DEVELOPMENT BLOCK GRANT BUDGET FY24/25 BEGINNING CASH 10100 Cash $0 REVENUE 334200 Morning Star water and sewer (pass-thru)$750,000 334201 Green Acres Sewer (pass-thru)$750,000 Total Available $1,500,000 EXPENDITURES 790 Redevelopment - Morning Star water and sewer $750,000 791 Redevelopment - Green Acres sewer $750,000 Total Expenditures $1,500,000 ENDING CASH 10100 Cash $0 FUND: 2941-480-470230 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION On December 13, 2023, The Department of Commerce awarded Green Acres Community a $750,000 Community Development Block Grant for wastewater updates. On December 13, 2023 The Department of Commerce awarded Morning Star Community a $750,000 Community Development Block Grant for water and sewer updates. 64 EPA BROWNFIELDS ASSESSMENT GRANT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $27,596 $1,115 $1,115 $1,115 REVENUE 331090 EPA FUNDING $400,000 $2,592 $0 $0 $0 State Petro Reimbursement $0 $0 $0 $0 Total Revenue $2,592 $0 $0 $0 Total Available $30,188 $1,115 $1,115 $1,115 EXPENDITURES 470210-354 Cont. Serv - Petroleum $1,628 $0 $0 $0 470210-353 Cont. Serv - (State Petro Reimb)$26,481 $1,115 $0 $1,115 470210-373 Travel-Petroleum $809 $0 $0 $0 470215-354 Cont Serv - Hazardous $47 $0 $0 $0 470215-373 Travel-Hazardous $107 $0 $0 $0 Total Expenditure $29,072 $1,115 $0 $1,115 ENDING CASH 10100 Cash $1,115 $0 $1,115 $0 FUND: 2953-480-470210/470215 PROGRAM DESCRIPTION PROJECTED REVENUE AND FUND SUMMARY The City has been awarded $400,000 for Brownfields Revitalization Project funds to be used for Phase 1 and Phase II Environmental Assessments. 65 EPA BROWNFIELDS REVOLVING LOAN FUND ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $100,500 $100,500 $100,500 $100,500 REVENUE 331090 EPA Funding $0 $485,995 $2,560 $483,435 Loan Principal and Interest Total Revenue $0 $485,995 $2,560 $483,435 Total Available $100,500 $586,495 $103,060 $583,935 EXPENDITURES 470210 PETROLEUM 229 Supplies $0 $218,322 $1,402 $216,920 725 Revolved Funds $0 $100,500 $0 $100,500 470215 HAZARDOUS SUBSTANCES 229 Supplies $0 $267,673 $1,158 $266,515 $0 $586,495 $2,560 $583,935 ENDING CASH 10100 Cash $100,500 $0 $100,500 $0 FUND: 2955-480-470210 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The City has been awarded $1,000,000 for a Brownfields Revolving Loan Program accepted 6/20/11. 66 AIRPORT MDOT GRANT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH CASH: 010100 $0 $0 $0 $0 REVENUES Grant : 334025 MDT Aeronautics Division Grant($394,187)$0 $394,187 $0 $394,187 EXPENDITURES 934 Capital Improvements - lights/fencing $0 $394,187 $0 $394,187 ENDING CASH CASH: 010100 $0 $0 $0 $0 The Montana Aeronautics Board approved the City of Kalispell (Kalispell Airport Association) request for funding to support upgrades to the Airport runway lighting and security (fencing). Aeronautic Division (MDT) grants are eligible to provide funding for up to 100% of the airport's share of non-federally funded projects. These grants are funded primarily by a $0.045 tax on general aviation fuel. There are no required matching funds, and the project will be managed by the Kalispell Airport Association. 2974-430-430310 PROJECTED REVENUE AND FUND SUMMARY 67 SAFE STREET FOR ALL GRANT BUDGET ACTUAL BUDGET FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $0 $0 $70,000 REVENUES 331055 Safe Streets Grant $520,000 $520,000 $211,952 $308,048 334010 MT DOT Contribution $50,000 $50,000 $0 383000 Transfer from2180 Downtown TIF $80,000 $70,000 $0 Total Revenue $650,000 $331,952 $308,048 Total Available $650,000 $331,952 $378,048 EXPENDITURES 354 Planning Study $650,000 $261,952 $378,048 Total Expenditures $650,000 $261,952 $378,048 10100 CASH: operating $0 $70,000 $0 FUND: 2992-480-470230 ENDING CASH PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The City of Kalispell has been awarded $520,000 from the US Department of Transportations Safe Streets and Roads for All Grant Program for a planning study for the Downtown Corridor. This will provide for a thorough planning and community outreach effort involving multiple stakeholders for the Corridor. Total project budget will be $650,000 with a 20% match coming from the City of Kalispell ($80,000) and Montana Department of Transportation ($50,000). 68 EECBG Grant BUDGET FY24/25 BEGINNING CASH 10100 CASH: Operating $0 REVENUES 331030 EECBG Grant $75,940 Total Available $75,940 EXPENDITURES 820 Transfer to public works funds (Hybrid Vehicle)$37,970 821 Transfer to Parks (Hybrid Vehicle)$37,970 Total Expenditures $75,940 ENDING CASH 10100 CASH: Operating $0 FUND: 2930-480-470230 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION On Month Date, 2024 The Department of Energy awarded the City of Kalispell The Energy Efficiency and Conservation Block Grant (EECBG) Program is designed to assist states, local govenments, and Tribes in implementing strategies to reduce energy use, to reduce fossil fuel emissions, and to improve energy efficiency. 69 Page Fund Dept TIFS & OTHER 70-71 2180 Downtown TIF 3,944,137$ 72-74 2188 Westside TIF 5,969,097$ 75 2310 Old School Tech TIF 80,000$ 76 2311 Old School Industrial TIF 6,000$ 77-78 2312 Glacier Rail Park TEDD 222,209$ 79 2372 Health 1,510,000$ 11,731,443$ SPECIAL REVENUE FUNDS DOWNTOWN TAX INCREMENT DISTRICT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash $252,197 $457,844 $457,844 $994,633 Total Beginning Cash $252,197 $457,844 $457,844 $994,633 REVENUES 311100 Real Estate Taxes $223,702 $890,000 $642,747 $645,000 371010 Investment Revenue $8,750 $5,000 $24,971 $10,000 335230 Entitlement Share pmt $6,379 $6,378 $6,392 $6,378 312000 Penalty & Interest $843 $0 $1,637 $500 Bonded Debt - 3rd Ave E Water Main Replc $0 $0 $0 $2,656,035 Total Revenue $239,674 $901,378 $675,747 $3,317,913 Total Available $491,871 $1,359,222 $1,133,591 $4,312,546 EXPENDITURES Personal Services $32,678 $67,623 $66,724 $84,054 Redevelopment $1,349 $1,141,800 $72,234 $3,860,083 Total Expenditures $34,027 $1,209,423 $138,958 $3,944,137 ENDING CASH 10100 Cash Carry Over $457,844 $149,799 $994,633 $273,409 10130 Bond Reserves (restricted cash)$0 $0 $0 $95,000 $457,844 $149,799 $994,633 $368,409 FUND: 2180 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION Bonds sold in September 2005 required that all taxes be deposited in the debt service fund. The same will be true of any additional bonds sold for the redevelopment of the airport. Once debt service obligations are met, funds remaining can be transferred to this fund for use with other approved projects. 70 DOWNTOWN TAX INCREMENT DISTRICT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services FTE'S 0.50 0.50 0.50 0.60 480-470230 110 Salaries $26,663 $55,453 $54,793 $68,084 153 Health $3,803 $7,554 $7,328 $10,240 155 Retirement $2,212 $4,616 $4,603 $5,730 Subtotal $32,678 $67,623 $66,724 $84,054 353 Auditing $1,229 $1,800 $1,994 $3,048 356 Legal Survey/title search/appraisals/ contract services $120 $10,000 $240 $10,000 720 Parking Structure Reimbursement $0 $150,000 $0 $150,000 820 Transfer to Safe Street Grant (City Match)$0 $80,000 $70,000 $0 821 Redevelopment - 3rd Ave E Water Main Replc - Bond $0 $0 $0 $2,557,035 822 Redevelopment 3rd Ave E Sidewalk R&R $0 $0 $0 $300,000 823 Redevelopment 3rd St E Sidewalk R&R $0 $0 $0 $200,000 840 Redevelopment activity (PD Evidence Remodel)$0 $900,000 $0 $450,000 Subtotal $1,349 $1,141,800 $72,234 $3,670,083 610/620 Debt Service-P & I 3rd Ave Water Main Replc $0 $0 $0 $190,000 Total $34,027 $1,209,423 $138,958 $3,944,137 FUND: 2180 EXPENDITURE DETAIL 71 WEST SIDE TIF FUND #2188 The west side tif revenue is from tax levies (general and permissive health) and other intergovernmental revenues (entitlement share, etc.) thru a transfer from the west side tif debt service fund. Only debt service fund revenues in excess of one year principal and interest expense may be transfered to the special revenue fund. West side tif bonds mature in fiscal year 2037, and an annual debt service of about $380,000. The transfered funding is then used for improvements in the tif district. Funds are only expended to the extent they are available. 0 1000 2000 3000 4000 5000 6000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t WEST SIDE TIF QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 72 WESTSIDE TAX INCREMENT DISTRICT "C" FUND: 2188-480-470230 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Operating $249,004 $819,693 $819,693 $3,454,166 Total Cash $249,004 $819,693 $819,693 $3,454,166 REVENUES 373010/20 NW Drywall-Principal/interest $33,276 $33,276 $33,276 $33,276 371010 Investment Earnings $12,114 $5,000 $75,823 $10,000 383005 Transfer from 3188 $600,000 $4,000,000 $3,150,000 $2,700,000 Total Revenue $645,390 $4,038,276 $3,259,099 $2,743,276 Total Available $894,394 $4,857,969 $4,078,792 $6,197,442 EXPENDITURES Personal Services $50,990 $48,378 $46,708 $63,896 M & O - Distribution or Redevelopment $23,711 $4,003,527 $577,918 $5,905,201 Total Expenditures $74,701 $4,051,905 $624,626 $5,969,097 ENDING CASH Operating $819,693 $806,064 $3,454,166 $228,345 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The Westside Urban Renewal District was created to help redevelop the Gateway Mall area and assist with the Storm drainage problems in the area. Ordinance 1704 expanded and extended the life of the Westside Urban Renewal District for 25 years with the sale of an Urban Renewal Note in the amount of $500,000 to Rocky Mountain Bank. The District has since been expanded to include the Core Area Redevelopment Boundary. 73 WESTSIDE TAX INCREMENT DISTRICT ACTUAL BUDGET ACTUAL BUDGET COMMUNITY DEVELOPMENT FY22/23 FY23/24 FY23/24 FY24/25 Personal Services FTE'S 0.65 0.35 0.35 0.45 480-470230 110 Salaries-Admin $41,674 $39,663 $38,355 $51,631 153 Health $5,857 $5,448 $5,130 $7,961 155 Retirement $3,459 $3,267 $3,223 $4,305 Subtotal $50,990 $48,378 $46,708 $63,896 353 Audit $0 $1,800 $1,800 $3,200 354 Contract Services - Loan Software $0 $0 $0 $642 356 Telephone $192 $192 $168 $192 522 Administrative Transfer $1,434 $1,535 $1,535 $1,600 720 Redevelopment $22,085 $4,000,000 $574,415 $3,500,000 721 Redevelopment 3rd Ave E R&R $0 $0 $0 $949,567 722 Redevelopment PW Road and Drainage Improvement $0 $0 $0 $200,000 723 Redevelopment Meridian N. Drainage Basin $0 $0 $0 $730,000 820 Transfer to fund 2826 - 2 mile drive improvements $0 $0 $0 $520,000 Subtotal $23,711 $4,003,527 $577,918 $5,905,201 470440 Tiger Grant Activity 930 Tiger Grant Redevelopment-City Trail Match $0 $0 $0 $0 Total $74,701 $4,051,905 $624,626 $5,969,097 FUND: 2188 EXPENDITURE DETAIL 74 2310 OLD SCHOOL STATION TIF-TECHNOLOGY "G" amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Operating Cash -Redevelopment $24,440 $38,473 $38,473 $58,723 REVENUES 311110 Real Estate Property Taxes $62,776 $85,000 $67,143 $65,000 311200 Personal Property Taxes $13,638 $15,000 $15,595 $15,000 335230 HB124 Entitlement $3,483 $3,483 $4,063 $4,062 371010 Investment Earnings $881 $200 $1,964 $800 Total Revenue $80,778 $103,683 $88,765 $84,862 Total Available $105,218 $142,155 $127,238 $143,585 EXPENDITURES 35x SID Reimbursements $16,745 $20,000 $16,015 $20,000 820 Operating Transfer-Debt Service $50,000 $52,500 $52,500 $60,000 Total Expenditures $66,745 $72,500 $68,515 $80,000 ENDING CASH 10100 Operating Cash -Redevelopment $38,473 $69,655 $58,723 $63,585 PROJECTED REVENUE AND FUND SUMMARY FUND: 2310-480-470210 PROGRAM DESCRIPTION The Technology TIF was created to enable the development of the Tech Park by using the taxes paid by the property owners to pay down the infrastructure SID debt. Additionally the tax revenue generated can be used for other redevelopment activities as provided by Montana law and the developer agreement. City Council, in July 2011, approved an agreement with Glacier Investment Properties, owner of Lot 7, to reimburse the SID costs from their increment. This is a similar agreement as we have with Fed-Ex. 75 2311 OLD SCHOOL STATION TIF-INDUSTRIAL "H" ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash Operating-Redevelopment $5,182 $5,451 $5,451 $4,562 REVENUES 311100 Real Estate Taxes $6,163 $7,102 $4,937 $6,500 312000 Penalty & Interest $0 $0 $0 $0 371010 Investment interest $106 $30 $174 $50 Total Revenue $6,269 $7,132 $5,111 $6,550 Total Available $11,451 $12,583 $10,562 $11,112 EXPENDITURES 820 Operating Transfer-Debt Service $6,000 $6,000 $6,000 $6,000 Total Expenditures $6,000 $6,000 $6,000 $6,000 ENDING CASH 10100 Operating Cash -Redevelopment $5,451 $6,583 $4,562 $5,112 PROGRAM DESCRIPTION FUND: 2311-480-470210 PROJECTED REVENUE AND FUND SUMMARY The Industrial TIF was created to enable the development of the Tech Park by using the taxes paid by the property owners to pay down the infrastructure SID debt. Additionally the tax revenue generated can be used for other redevelopment activities as provided by Montana Law and the developer agreement. 76 2312 GLACIER RAIL PARK TEDD ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Operating Cash -Redevelopment $27,101 $147,427 $147,427 $289,373 REVENUES 311100 Real Estate Property Taxes $182,090 $219,906 $186,943 $185,000 311200 Personal Property Taxes $0 $0 $0 $0 315000 Penalty & Interest $111 $0 $750 $0 335230 Entitlement Share $18 $18 $49 $18 371010 Investment Earnings $1,911 $300 $7,173 $1,500 Total Revenue $184,130 $220,224 $194,915 $186,518 Total Available $211,231 $367,651 $342,342 $475,891 EXPENDITURES Personal Services $2,665 $7,234 $6,671 $7,561 M & O & Redevelopment $61,139 $278,383 $46,298 $214,648 Total Expenditures $63,804 $285,617 $52,969 $222,209 ENDING CASH 10100 Operating Cash -Redevelopment $147,427 $82,034 $289,373 $253,682 PROJECTED REVENUE AND FUND SUMMARY FUND: 2312-480-470210 PROGRAM DESCRIPTION Ordinance No. 1770, adopted by the Kalispell City Council on May 2, 2016, adopted the Glacier Rail Park Development Plan and established a targeted economic development district (TEDD) within the Glacier Rail Park Development Plan area. The purpose of the TEDD is to develop necessary infrastructure as needed and to encourage the location and development of value-adding industries within the Glacier Rail Park boundaries. The cost of which may be paid by the TEDD. 77 2312 GLACIER RAIL PARK TEDD ACTUAL BUDGET ACTUAL BUDGET COMMUNITY DEVELOPMENT FY22/23 FY23/24 FY23/24 FY24/25 Personal Services FTE'S 0.25 0.05 0.05 0.05 480-470230 110 Salaries-Admin $2,110 $5,816 $5,478 $6,059 153 Health $379 $935 $733 $993 155 Retirement $176 $483 $460 $508 Subtotal $2,665 $7,234 $6,671 $7,561 345 Telephone $0 $48 $24 $50 353 Audit $1,229 $1,800 $1,994 $3,048 522 Administrative Transfer $1,435 $1,535 $1,535 $1,550 790 West Side TIF Reimbursement $0 $0 $0 $0 795 Redevelopment/FCEDA reimb $58,476 $75,000 $42,745 $75,000 796 Redevelopment/Sidewalk $0 $200,000 $135,000 Subtotal $61,139 $278,383 $46,298 $214,648 Total $63,804 $285,617 $52,969 $222,209 FUND: 2312-480-470210 EXPENDITURE DETAIL 78 HEALTH-permissive levy REVENUE PROJECTION 20.15 16.15 16.15 19.00 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash on Hand 55,822$ 18,455$ 18,455$ 20,312$ REVENUE 311100 Real Estate taxes 1,118,618$ 1,200,000$ 1,199,864$ 1,440,000$ 311200 Personal Property taxes 14,481$ 20,000$ 18,200$ 20,000$ 312000 Penalty & Interest 2,194$ 1,500$ 2,600$ 1,500$ 335230 Entitlement 28,340$ 28,340$ 26,193$ 28,340$ Total Revenue 1,163,633$ 1,249,840$ 1,246,857$ 1,489,840$ Total Available 1,219,455$ 1,268,295$ 1,265,312$ 1,510,152$ EXPENDITURES 521000-810 Health Insurance -transfer to General Fund 1,090,000$ 1,150,000$ 1,130,000$ 1,200,000$ 521000-810 Health Insurance -transfer to PARKS 111,000$ 115,000$ 115,000$ 120,000$ 521000-810 Health Insurance -transfer to EMS -$ -$ -$ 190,000$ 1,201,000$ 1,265,000$ 1,245,000$ 1,510,000$ ENDING CASH Cash Carry over 18,455$ 3,295$ 20,312$ 152$ FUND: 2372-400-521000-810 PROGRAM DESCRIPTION This budget is used to track the revenue from the permissive mill levy which provides funding for health insurance premium increases. Health insurance premiums are budgeted in the General Fund by department. The revenue generated from the permissive levy is used to make an operating transfer to the General Fund, Parks, and Emergency Responder Fund. The State legislature restructured the method for calculating the amount to be levied with the permissive health levy. The calculation sets year 2000 as a base year and calculates the average increase per governmental employee times the number of employees. Since it is an average amount it is not necessary to adjust for single, married, 2 party, etc. The calculation takes into account the number of employees. 79 Page Fund 1 various Debt Service Funds 3,369,269$ 2 4150 Fire Pumper 1,917,000$ 3 4290 Sidewalk & Curb Construction 25,000$ 4 4393 American Recovery Act 1,347,608$ Total Capital Project Funds 3,289,608$ DEBT SERVICE FUNDS CAPITAL PROJECT FUNDS PROGRAM OF SERVICES DEBT SERVICE FUNDS CASH REVENUE EXP.CASH RATE FUND 7/1/2024 ANTICIPATED PROJECTION 6/30/2025 3%-4% V2018 WESTSIDE TIF (Fund 3188) $4,960,000 19 yr $841,694 $3,099,844 $3,064,975 $876,563 Bond Totals $841,694 $3,099,844 $3,064,975 $876,563 3.75%2016 S&C $9,792 $239 $1,276 $1,270 $245 4.50%2017 S&C $ 4,288 $158 $590 $584 $164 5.50%2018 S&C $ 7,145 $261 $1,054 $1,040 $275 4.75%2019 S&C $ 15,824 $376 $2,393 $2,354 $415 4.75%2020 S&C $ 4,046 $242 $601 $588 $255 3.25%2021 S&C $ 4,165 $50 $638 $622 $66 7.50%2022 S&C $ 14,381 $548 $3,523 $2,741 $1,330 8.50%2023 S&C $ 1,309 $0 $340 $330 $10 S& C Totals $1,874 $10,415 $9,529 $2,760 3500 DEBT SERVICE (SID) REVOLVING FUND $76,933 $2,500 $0 $79,433 3500 BOND RESERVE - SID 344 $116,000 $0 $20,000 $96,000 5.27%2006 SID 344 - Old School Station $4,520,000 20 yr $13,481 $250,601 $253,860 $10,222 3.50%2013 SID 345 - The "Willows" $ 228,000 15 yr $25,423 $18,750 $20,905 $23,268 SID Totals $231,837 $271,851 $294,765 $208,923 Total $1,075,405 $3,382,110 $3,369,269 $1,088,246 For a comprehensive list of the City of Kalispell debt, see page 14 of the Exhibits section. 1 FIRE PUMPER estimated proposed ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $0 $0 $0 $0 REVENUES 380000 Revenue - Board of Investment Loan $0 $907,000 $0 $907,000 Revenue - Board of Investment Loan $0 $0 $0 $1,010,000 Total Revenue $0 $907,000 $0 $1,917,000 Total Available $0 $907,000 $0 $1,917,000 EXPENDITURES 944 Capital Outlay - FY23 Pumper Truck $0 $907,000 $0 $907,000 944 Capital Outlay - FY25 Pumper Truck $0 $0 $0 $1,010,000 Total Expenses $0 $907,000 $0 $1,917,000 CASH: operating $0 $0 $0 $0 4150-416-420400 PROJECTED REVENUE/EXPENDITURE AND FUND SUMMARY INTENDED OUTCOMES FROM BUDGET EXPENDITURES: Replacement of two fire pumpers. ENDING CASH 2 PURPOSE OF THIS FUND: GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: This program is a means of encouraging the replacement of deteriorating sidewalks in order to maintain a safe pedestrian network. The FY25 budget represents a plan to continue the 50/50 curb and sidewalk program to encourage the replacement of deteriorating curbing and sidewalks to create a more aesthetically pleasing and functional pedestrian community. SIDEWALK & CURB CONSTRUCTION ACCOUNT # 4290-410 1. Provide the means for residents to participate in a cost sharing program for sidewalk improvements. 2. Provide the City and its residents access to competitive bids for sidewalk replacement. SIDEWALK & CURB CONSTRUCTION ACTUAL BUDGET ACTUAL BUDGET FY21/22 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash:$0 $0 $0 $0 REVENUES 381004 Proceeds S & C Warrants $4,165 $25,000 $1,309 $25,000 Total Revenue $4,165 $25,000 $1,309 $25,000 Total Available $4,165 $25,000 $1,309 $25,000 937 Sidewalk Construction Costs $4,165 $25,000 $1,309 $25,000 10100 Cash:$0 $0 $0 $0 FUND: 4290-410-430234-937 EXPENDITURES ENDING CASH PROJECTED REVENUE AND FUND SUMMARY 3 AMERICAN RESCUE PLAN - INFRASTRUCTURE CONST. ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash, Capital Project $6,094,354 $5,433,047 $5,433,047 $1,347,608 REVENUE 331000 American Recovery Act - local fiscal recovery $0 $0 $0 $0 331000 St of Mt Match $0 $0 $0 $0 Total Revenue $0 $0 $0 $0 Total Available $6,094,354 $5,433,047 $5,433,047 $1,347,608 EXPENDITURES 410-430550 950 Wtr/Swr Recovery Act Project(s) & L.S. #3 $0 $4,720,305 $3,372,696 $1,347,608 951 Downtown Wtr/Swr Main Recovery Act Proj.$661,307 $712,742 $712,743 $0 Total Expenses $661,307 $5,433,047 $4,085,439 $1,347,608 ENDING CASH 10100 Cash, Capital Project $5,433,047 $0 $1,347,608 $0 FUND: 4393-410-430550 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The American Rescue Plan Act of 2021 included $19.5 billion of aide for cities and counties with populations under 50,000. This emergency legislative package was to provide the resources needed to address the ongoing COVID-19 public health crisis and spur a strong economic recovery. 4 Page Fund Dept 1-9 5210 Water 60,252,127$ 10-11 5211 Water System Impact Fees 1,078,123$ 12-19 5310 454 Sewer Operations & Billing 8,992,448$ 20-24 5310 455 Waste Water Treatment Plant 27,037,800$ 25-26 5311 Sewer System Impact Fees 5,945,092$ 27-33 5349 Storm Sewer 4,152,988$ 34-35 5348 Storm Sewer System Impact Fee 521,250$ 36-40 5510 Solid Waste 2,561,031$ 41 5720 American Rescue Plan - Infrastructure Const 1,000,000$ Total 111,540,859$ ENTERPRISE FUNDS PURPOSE OF THIS DEPARTMENT: Why does this department exist DEPARTMENT PERSONNEL: (16.25 FTE) .20 Public Works Director .20 Deputy Public Works Director .25 City EngineerEngineer III 1 Water Meter Maintenance Supervisor .15 Budget Resource Manager 1 Water Meter Maintenance Technician .50 Construction Inspector/Manager .50 Meter Reader .20 Office Manager 1 Water Production/Maintenance Supervisor .80 Engineer II 7 Water Production/Maintenance Operators .05 Road and Fleet Superintendent 1.25 Utility Billing Clerk .20 Administrative Assistant .25 Finance Director .10 General Laborer .15 City Accountant .60 Utility Management Superintendent .05 Assessment Coordinator .25 Engineering Tech/GIS/IT Support .25 Accounts Payable Clerk .25 Water Resource Manager GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: WATER FUND #5210 To provide safe, potable and palatable water for the needs of the domestic, commercial and industrial consumers. The FY25 budget supports expenditures for reconstruction of the lower zone 1.7 and 2.8 million gallon tanks, and the initiation of the lead service line replacement project. Additionally, work will be performed to replace the malfunctioning submersible pump and valves at the West View Well, construction of the north main well to replace Noffsinger, and an update to the main operating computer. This year the fund will continue to support growth in the community with the new elevated tower and wells project in the upper pressure zone. 1. To operate the distribution and production facilities to meet Public Drinking Water Standards. 2. Provide drinking water that is safe to drink and palatable. 3. Maintain the system to achieve adequate pressure, minimize leaks, and provide flows for fire emergencies. 4. Replace old, deteriorated, water mains to promote safe drinking water and fiscal efficiencies for the water system customers. WATER FUND FUND #5210 The water fund receives almost all of its revenue from charges for services. The water fund should have a minimum operating cash carry forward of one-twelfth of annual operating expenses. Beginning operating cash carryover was 299% for fiscal year 2024, is 111% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 60%-65% of estimated operating revenues. 0 2000 4000 6000 8000 10000 12000 14000 16000 18000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t WATER QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 1 WATER FUND (Operations & Billing) FUND: 5210-447-430550 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Operating Cash $10,971,015 $12,246,272 $12,246,272 $14,063,416 10104 Equipment Replacement Cash $142,652 $262,652 $262,652 $42,411 10125 Meter Replacement Cash $613,283 $633,296 $633,296 $710,339 10127 Capital & Emergency Reserve-Target $400,000 $400,000 $400,000 $400,000 $400,000 10130 Bond Reserves (restricted cash)$200,000 $218,346 $218,346 $572,550 $12,326,950 $13,760,566 $13,760,566 $15,788,716 REVENUES 343210 Metered Water Sales (billed) (10100)$4,619,300 $5,530,000 $5,731,334 $6,591,034 for Equipment Replacement $120,000 $120,000 $120,000 $120,000 343230 Meter Replacement Fee (10125)$220,013 $175,000 $277,043 $270,000 383010 Impact Fee Admin - Transfer from impact fee fund (10100) $24,000 $25,000 $19,583 $18,250 383015 Debt service transfer from impact fees $250,000 $250,000 $250,000 $250,000 343260 Tower Lease/Reconnect/Tag fees/Energy Blk Grant (10100)$227,500 $145,000 $173,252 $151,328 371010 Interest Earnings (10100)$355,602 $100,000 $667,131 $200,000 Bonded Debt- Lower Zone Reservoir #1 $0 $12,088,481 $0 $6,780,000 Bonded Debt- Lower Zone Reservoir #2 $0 $0 $0 $7,298,000 Bonded Debt - 1 MG Storage Tank & Well $983,904 $19,854,000 $13,693,520 $5,176,576 Bonded Debt - Emerging Contaminants Response $0 $0 $0 $23,645,000 Bonded Debt - Lead Inventory replc $0 $0 $0 $3,762,219 Total Revenue $6,800,319 $38,287,481 $20,931,863 $54,262,407 Total Available $19,127,269 $52,048,047 $34,692,429 $70,051,123 EXPENSES EXPENSES FROM RATES $4,201,145 $11,906,878 $5,364,397 $12,620,442 Expenses from Meter Cash (10125)$200,000 $200,000 $200,000 $200,000 Bonded Debt- Lower Zone Reservoir #1 $0 $11,715,000 $0 $6,700,000 Bonded Debt- Lower Zone Reservoir #2 $0 $0 $0 $7,214,500 Bonded Debt - 1 MG Storage Tank & Well $965,558 $18,439,992 $13,339,316 $5,100,676 Bonded Debt - Emerging Contaminants Response $0 $0 $0 $23,645,000 Bonded Debt - Lead Inventory replc $0 $0 $0 $3,621,509 Depreciation $950,000 $950,000 $950,000 $1,150,000 Total All Departments $6,316,703 $43,211,870 $19,853,713 $60,252,127 add back depreciation $950,000 $950,000 $950,000 $1,150,000 ENDING CASH 10100 Operating Cash $12,246,272 $6,729,635 $14,063,416 $8,709,317 10104 Equipment Replacement Cash $262,652 $42,411 $42,411 $106,680 10125 Meter Replacement Cash $633,296 $608,296 $710,339 $780,339 10127 Capital & Emergency Reserve-Target $400,000 $400,000 $400,000 $400,000 $400,000 10130 Bond Reserves (restricted cash)$218,346 $2,005,835 $572,550 $952,660 Total cash $13,760,566 $9,786,177 $15,788,716 $10,948,997 PROJECTED REVENUE AND FUND SUMMARY 2 WATER FUND SUMMARY ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: Water Billing $175,537 $211,018 $176,898 $225,730 Water Operations $1,024,840 $1,279,463 $1,047,727 $1,386,368 Subtotal $1,200,378 $1,490,481 $1,224,625 $1,612,098 Maintenance & Operations: Water Billing Services $175,533 $205,041 $195,165 $221,000 Water Operations $979,281 $1,386,758 $1,004,332 $1,932,560 Subtotal $1,154,814 $1,591,799 $1,199,497 $2,153,560 Capital Outlay from Rates: Water Operations $1,591,639 $7,116,697 $2,686,477 $7,215,835 Subtotal $1,591,639 $7,116,697 $2,686,477 $7,215,835 Debt Service: Water $454,314 $1,907,902 $453,798 $1,838,949 Subtotal $454,314 $1,907,902 $453,798 $1,838,949 Total $4,401,145 $12,106,878 $5,564,397 $12,820,442 Capital Outlay - Bonded Project $965,558 $30,154,992 $13,339,316 $46,281,685 Capital Outlay - Meter Replacement funds:(10125)$0 $0 $0 $0 Depreciation (non-cash item)$950,000 $950,000 $950,000 $1,150,000 Total $6,316,704 $43,211,870 $19,853,713 $60,252,127 EXPENDITURE SUMMARY 3 WATER OPERATIONS FUND: 5210-447-430550 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 13.40 13.40 13.40 13.65 110 Salaries & Wages $789,261 $988,404 $806,012 $1,033,862 111 Seasonal Salaries $0 $5,000 $0 $5,000 121 Overtime/Call Outs $11,061 $20,000 $18,013 $20,000 153 Health Insurance $160,728 $186,588 $151,121 $243,429 155 Retirement - PERD $63,791 $79,471 $72,581 $84,077 Subtotal $1,024,841 $1,279,463 $1,047,727 $1,386,368 Maintenance & Operations: 210 Computers/Software/GIS/Office Supplies $18,965 $24,500 $12,080 $34,000 218 Equip. (non-capital)/Safety Equip & Supplies $8,676 $9,000 $3,859 $9,500 226 Chlorine & Chemical $63,442 $85,000 $51,483 $90,000 229 Other Supplies/Janitorial/Consumable Tools $4,363 $4,650 $2,713 $4,650 231 Gas & Oil $34,245 $40,000 $38,758 $40,000 312 Postage & Printing $123 $1,000 $104 $1,000 336 Licenses / Public Water Supply Fee $18,052 $20,000 $18,528 $20,000 341 Electricity $166,694 $175,000 $172,821 $210,000 344 Natural Gas $12,161 $16,000 $10,405 $16,000 345 Communications $11,052 $15,500 $11,259 $15,500 349 Lab Services $14,523 $30,000 $25,532 $40,000 352 Contract Services - Cellular Hosting Fee $15,245 $30,000 $26,811 $50,000 353 Auditing $2,845 $4,200 $9,243 $15,234 354 Contract Services $36,396 $56,000 $20,870 $56,000 355 Noffsinger Transmission Condition Assessment $111,695 $68,854 $68,911 $0 356 Wtr Rights/Modeling/Reviews/Rate Study $3,540 $185,000 $50,750 $285,000 357 Facility Master Plan/Impact Fee Study $0 $0 $0 $400,000 362 Repair & Maint./Equip Maint/Radios/Equip Rental $6,114 $15,000 $3,729 $15,000 366 Building & Grounds Maintenance $3,614 $15,000 $5,197 $15,000 373 Dues & Training $3,316 $14,000 $6,380 $14,000 388 Medical/Drug Testing $558 $700 $360 $700 410 Construction Materials $53,391 $50,000 $38,390 $55,000 422 Hydrants $11,650 $10,000 $14,786 $12,500 423 Materials - Mains $14,138 $16,000 $8,944 $17,000 424 Materials - Service lines $19,907 $20,000 $13,853 $20,000 425 Materials - Wells/Pumps $52,674 $147,326 $68,618 $148,000 con't EXPENSE DETAIL 4 WATER OPERATIONS 5210-447-430550 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Maintenance & Operations Continued: 510 Property & Liability Ins.$44,539 $46,801 $46,801 $49,796 512 Uninsured Loss-Deductible & Goodwill Expenditures $1,100 $10,000 $1,000 $10,000 521 Central Garage Transfer $45,125 $46,173 $46,173 $43,254 522 Administrative Transfer $125,287 $136,863 $136,863 $142,216 528 Information Tech. Transfer $75,851 $90,191 $89,111 $99,210 532 Lease Pmt (Silverbrook Well)$0 $4,000 $0 $4,000 Subtotal $979,281 $1,386,758 $1,004,332 $1,932,560 490200 610/620 Principal, Interest, Fiscal Fees $454,314 $1,907,902 $453,798 $1,838,949 Capital Outlay - Operating funds (rates): 925 N. Main Well-Noffsinger Replc (carry)$373,513 $2,151,456 $1,606,143 $557,120 935 Meter System Replacement (carry/new)$453,929 $466,316 $382,544 $487,689 940 Machinery & Equipment (carry/new)$0 $380,000 $340,241 $62,059 950 Water Main Rehab & Replacement $0 $25,000 $6,101 $25,000 951 SCADA Control System Upgrades $22,253 $25,000 $3,312 $41,500 952 8th Ave W R&R $0 $350,000 $23,042 $0 953 Grandview Well Roof Replacement $0 $0 $0 $20,000 954 1MG Storage Tank & Well (carry) $640,092 $750,956 $212,406 $573,364 958 2nd Ave. W RR from Center to 2nd St W $3,785 $0 $0 $0 967 Westview Well Rehabilitation (carry)$0 $140,000 $37,826 $102,174 968 Buffalo Hill Booster Station Ph 1 & Ph 2 $0 $70,000 $0 $165,000 969 Lower Zone Reservoirs #1 & #2 Replc (carry/new)$98,067 $2,450,969 $74,862 $3,079,929 970 Design-Northwest Well #2 (carry)$0 $307,000 $0 $307,000 973 10th Ave W from 4th-8th R&R $0 $0 $0 $1,795,000 Subtotal $1,591,639 $7,116,697 $2,686,477 $7,215,835 430551 Capital Outlay-Bonded: 939 Emerging Contaminants Response $0 $0 $0 $23,645,000 954 1 MG Storage Tank & Wells (carry)$965,558 $18,439,992 $13,339,316 $5,100,676 955 Lead Service Line Replacements $0 $0 $0 $3,621,509 969 Lower Zone Reservoirs #1 Replc (carry)$0 $11,715,000 $0 $6,700,000 971 Lower Zone Reservoirs #2 Replc $0 $0 $0 $7,214,500 Subtotal $965,558 $30,154,992 $13,339,316 $46,281,685 EXPENSE DETAIL 5 WATER OPERATIONS 5210-447-430550 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430550 Capital Outlay-Meter Funds (010125): 426 Meters - Replacement $0 $0 $0 $0 Subtotal $0 $0 $0 $0 510400-831Depreciation Expense $950,000 $950,000 $950,000 $1,150,000 Total Water Facilities $5,965,633 $42,795,812 $19,481,650 $59,805,397 430560 Water Billing: Personal Services: FTE's 2.55 2.55 2.55 2.55 110 Salaries & Wages $139,211 $152,289 $139,474 $157,638 153 Health Insurance $25,601 $46,180 $25,802 $54,951 155 PERD $10,725 $12,549 $11,622 $13,141 Subtotal $175,537 $211,018 $176,898 $225,730 Maintenance & Operations: 210 Office Supplies/Computers $6,830 $10,500 $5,165 $10,000 353 Auditing $1,616 $2,500 $3,958 $3,500 354 Billing Costs/Grizzly Sec. & Mail Room $46,493 $55,000 $53,860 $55,000 355 Billing Costs/bank & cc fees, CenturyLink $38,525 $38,000 $36,270 $42,000 356 Billing costs/printing, shredding $561 $1,000 $473 $1,000 373 Dues & Training $1,494 $4,000 $1,748 $4,000 522 Administrative Transfer $12,314 $13,194 $13,194 $16,568 528 Information Tech. Transfer $67,700 $80,847 $80,497 $88,932 Subtotal $175,533 $205,041 $195,165 $221,000 Total Billing $351,070 $416,059 $372,063 $446,730 Grand Total Water Fund $6,316,703 $43,211,870 $19,853,712 $60,252,127 Line Item Detail: Water Fund 210 Computer/Software/GIS/Office Supplies - $34,000 Includes funds for annual software licenses, including City Works, SCADA, GIS and to meet the computer replacement schedule. Increase includes scheduled replacement of the firewall at Buffalo Hill site and the network switch at water shop. 226 Chlorine & Chemicals - $90,000 Includes $20,000 to replace (2) Chlorine Analyzers with controllers which have met their designed lifespan. 341 Electricity - $210,000 Increase is due to an electrical rate increase and for the addition of three new wells coming online. EXPENSE DETAIL FY 2025 BUDGET HIGHLIGHTS 6 WATER OPERATIONS FUND: 5210-447-430550/560 Line Item Detail: Water Fund 349 Lab Services - $40,000 $10,000 increase is for sampling of two new wells coming on-line and for additional PFAS's sampling. 356 Consultants - $285,000 $85,000 Water Rights Acquisition, Water Modeling and Construction Reviews, $180,000 Rate Study, and $20,000 for Emerging Contaminants Planning/Design (city match). 357 Consultants-Facility Master Plan/Impact Fee Study - $400,000 These funds support and update the 2018 Water Facility Plan. Water Facility planning provides planning and guidelines for current and future water projects within the City. Facility planning will update the City’s modeling and be integrated into the GIS system, as well as support the development of future capital projects for budget and impact fee updates. 425 Materials Pumps/Wells - Total 148,000 Material costs for replacement/maintenance parts for (12) well pumps, and 4 booster pumps. Capital Outlay: Operating Funds (Rates) 925 N. Main Well-Noffsinger Replacement - Carryover $557,120 This project consists of drilling a new well along with a pump station in the City's lower pressure zone. Design work includes well location, water rights, and permitting (W-RR-14). 935 Meter System Replacement Project - Total $487,689 - Carryover $83,772, New Appropriation $403,917 This project replaces current 19+ year old mobile metering system with a cellular reading system. Cellular metering system provides on demand readings, daily reports (leaks, backflow, etc.) and sends directly to billing office. Provides customers with direct access to daily consumption and ability to manage water usage and set up leak alerts. Meters would be changed over to cellular over a 10 yr period (W-RR-10). 940 Machinery & Equipment - Total $62,059 $39,759 - (Carryover) Scheduled replacement of 2008 Service Truck with Service Body. $6,000 - Towable Light Tower. Cost split between Water, Sewer and Storm-Total cost $18,000 $4,600 - Sign Trailer with Message Board - Used to carry traffic control devices to city construction sites. Cost shared between Light Maint., TSS, Water, Sewer, Storm - Total Cost $23,000 $11,700 - Hybrid Truck - Scheduled replacement of 2005 vehicle used for field inspections. Cost shared between Public Works, Water, Sewer, Storm, Street and Solid Waste. Total Cost $70,200. If the City receives the Energy Block Grant it would cover 54% of the total allocated cost. 950 Water Main Repair, Rehabilitation and Replacement - $25,000 This project allows for the reconstruction, replacement or repair of water mains breaks, or water mains that have deteriorated and are approaching failure (W-RR-22). 951 SCADA System Upgrades/Improvements - $41,500 The SCADA system utilizes complex software to operate, control, and monitor water system facilities. This continued allocations ensures funding for all unforeseen upgrades and maintenance to the SCADA system and supporting equipment (W-O-01). Increase in funds is for the configuration of the new Buffalo Hill SCADA computer. FY 2025 BUDGET HIGHLIGHTS 7 WATER OPERATIONS FUND: 5210-447-430550/560 Line Item Detail: Water Fund Continued Capital Outlay: Operating Funds (Rates) Cont. 953 Grandview Well Roof Replacement - $20,000 The Grandview Well Roof Replacement project involves the replacement of the current roofing material. A recent inspection has revealed that the existing roof has reached the end of its designed lifespan. 967 Westview Well Rehabilitation - Carryover $102,174 Includes extracting pump and motor, replacing leaking valve, and evaluate upsizing potential for well(s) (W-RR-15). 968 Buffalo Hill Booster Station Phase 1 & 2 Upgrades - Carryover $70,000, New Appropriation $95,000-Total $165,000 This project consists of replacing Boosters (#1, #2, and #3), Electrical and I&C upgrades, process piping upgrades, and building modifications, which allows the City to continue to use this station for emergency transfer and localized system pressure maintenance. (W-O-03) 970 Design - Northwest Well #2 - Carryover $307,000 Funds to begin well location, water rights, permitting, and design work for a potential new well source in the City's upper pressure zone (W-W-02). 973 10th Ave W from 4th-8th R&R - $1,795,000 This project is initiated by water main breaks inside the project area. This project replaces approx. 1,500' of 1920's era 6" cast iron water main on 10th Ave W from 4th St W to 8th St W (W-RR-17). Capital Outlay: Bonded Debt 939 Emerging Contaminants Two Well Replacement/Supplement - $23,645,000 consumption and ability to manage water usage and set up leak alerts. Meters would be changed over to cellular over a 10 yr period (W-RR-10). Replacement and/or supplemental water sources to address PFAS detection in existing Armory and Grandview Wells (W-W-07). 955 Lead Service Line Replacements - $3,621,509 Bond This project would support engineering and contractor costs in replacement of lead service lines. The SRF Loan program offers 60% forgiveness on the loan. The city would pay the remaining $400,000 loan at 1.5% interest rate (W-RR-26). Capital Outlay: Bonded Debt and Operating Funds (Rates) Bonded Debt $13,914,500, Rates -Carryover $2,379,929, New Appropriation $700,000 969/971 Lower Zone Reservoir #1 & #2 Rehabilitation & Replacement - Total $16,994,429 Tank #1 Replacement-This project will replace the 1.7 MG tank, Tank 1 of 2 that supports the city water system's lower pressure zone. The existing tank will be removed and replaced with a 2.5 MG concrete tank, in addition to piping and valve replacements necessary for connection to the water distribution system (W-RR-11). Tank #2 Replacement-This project will replace the 2.7 MG tank, Tank 2 of 2 that supports the city water system's lower pressure zone. The existing tank will be removed and replaced with a 2.5 MG concrete tank, in addition to piping and valve replacements necessary for connection to the water distribution system (W-RR-11). FY 2025 BUDGET HIGHLIGHTS - con't. 8 WATER OPERATIONS FUND: 5210-447-430550/560 Line Item Detail: Water Fund Continued Capital Outlay: Bonded Debt and Operating Funds (Rates) Bonded Debt Carryover $5,100,676, Rates Carryover $573,364 954 1 MG Elevated Storage Tank and Wells - Total $5,674,040 Construct a 1 MG elevated water storage tank in northern region of the City's upper pressure zone and drill a new municipal water supply well (NW Well #1) along with the addition of a 1,600 gpm pump station in the City's upper pressure zone (W-T-01, W-W-01, & W-W-02). Capital Outlay - Impact Fee funds (10120) 930 Contract Main Upsize - Carryover $627,065, New Appropriation $98,654 - Total $725,719 Funds required for small city requested upsizing of private development infrastructure (W-GD-02). 424 Meters -Total $84,154 New Services (W-GD-01) FY 2025 BUDGET HIGHLIGHTS - con't. 9 WATER SYSTEM IMPACT FEES FUND: 5211 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Beginning Cash 10100 Cash: Admin. Fees $37,943 $37,943 $37,943 $37,943 10120 Cash: Water Impact Fees $1,444,345 $1,038,222 $1,038,222 $985,284 Total Cash $1,482,288 $1,076,165 $1,076,165 $1,023,227 Revenue 343225 Impact fees (less admin)$388,093 $475,000 $444,020 $356,750 343225 5% Admin (to 5210)$24,000 $25,000 $19,583 $18,250 371010 Interest Revenue - Impact fee cash $31,647 $10,000 $38,589 $25,000 Total Revenue $443,740 $510,000 $502,192 $400,000 Total Available $1,926,028 $1,586,165 $1,578,357 $1,423,227 Expenses 900 Capital from Water Impact Fees $575,863 $912,612 $285,547 $809,873 825 Admin. Fees - Transfer to water $24,000 $25,000 $19,583 $18,250 820 Debt Service Transfer(impact fee portion)$250,000 $250,000 $250,000 $250,000 Total Expenses $849,863 $1,187,612 $555,130 $1,078,123 Ending Cash 10100 Cash: Admin. Fees $37,943 $37,943 $37,943 $37,943 10124 Cash: Water Impact Fees $1,038,222 $360,610 $985,284 $307,161 Total Cash $1,076,165 $398,553 $1,023,227 $345,104 PROJECTED REVENUE AND FUND SUMMARY 10 WATER SYSTEM IMPACT FEES ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 447-430555 Capital Outlay - Impact Fee funds (10120) 930 Contract Main Upsize (Impact fee Acct) $52,661 $753,394 $126,329 $725,719 424 Meters - New Development $65,000 $73,552 $73,552 $84,154 954 1MG Elevated Storage Tank & Wells $458,202 $85,666 $85,666 $0 Total Capital from Impact Fee Funds $575,863 $912,612 $285,547 $809,873 825 Transfer to 5210 for admin $24,000 $25,000 $19,583 $18,250 820 Transfer to 5210 for debt $250,000 $250,000 $250,000 $250,000 Total Water Impact Fee Funds $849,863 $1,187,612 $555,130 $1,078,123 FUND: 5211 EXPENDITURE DETAIL PROGRAM DESCRIPTION An Impact Fee committee oversees the recommendations for use of these funds. Impact fees can be used for capital purchases and projects related to growth. Amounts budgeted are purchases of items approved on the capital improvement plan. Capital purchases must have a minimum 10 year life. 11 PURPOSE OF THIS DEPARTMENT: WWTP DEPARTMENT PERSONNEL: (9.90 FTE) .20 Public Works Director 1 WWTP Manager .10 City EngineerDeputy Public Works Director 1 Environmental Specialist/Industrial Pretreatment .10 Administrative CoordinatorEngineer III 5 WWTP Operators .15 Budget Resource Manager 2 WWTP Chemists .10 Office Manager .25 Water Resource Manager SEWER DEPARTMENT PERSONNEL: (7.90 FTE + 1 Unfunded FTE) .15 Public Works Director .25 Accounts Payable Clerk .15 City EngineerDeputy Public Works Director .25 Engineering Tech/GIS/IT Support .15 Budget Resource Manager 3 Sewer Maintenance Technician .50 Construction Inspector/Manager .50 Storm/Sewer Maintenance Supervisor .20 Office Manager .05 Assessment Coordinator .40 Engineer II .50 Meter Reader .15 City EngineerEngineer III .75 Utility Billing Clerk .20 Administrative Assistant .15 Finance Director .05 Road and Fleet Superintendent .25 Assistant Finance Director .25 Water Resource Manager GOALS OF THIS DEPARTMENT: WWTP regulations. 3. Perform preventative maintenance on sewer conveyance and facilities to ensure optimum system operations. INTENDED OUTCOMES FROM BUDGET EXPENDITURES The WWTP budget provides means to continue preventative maintenance and replacements of the equipment within the plant. The sewer operation budget supports replacement of the aged sewer collection infrastructure including a regional lift station on the east side of the city, over nine blocks of clay sewer pipe, and the corroded inlet piping at the entrance to the WWTP. Rehabilitation of the fermenter, a key component of the phosphorus treatment process, is scheduled to happen in this year along with the construction of a new Equalization Basin necessary to expand capacity for new growth flows. This budget also allows for the continued efforts to maintain permit compliance, permit renewal efforts, and evaluation of long-term adherence to discharge regulations. 1. To ensure conveyance of wastewater in the community to the WWTP. SEWER COLLECTION 2. Economically maintain facilities for maximum operational functions and equipment longevity. SEWER DEPARTMENT FUND #5310 3. Maximize secondary use of treatment biosolids. 1. To protect the health of the community by discharging wastewater that meets state and federal 2. Economically maintain facilities to ensure maximum operational functions and equipment longevity. Maintain and operate the wastewater collection and treatment facility to have a minimum impact on the environment and enhance the quality of life for the community. SEWER FUND FUND #5310 The sewer fund receives almost 100% of its revenue from charges for services. The sewer fund should have a minimum operating cash carry forward of one-twelfth of annual operating expenses. Beginning operating cash carryover was 330% for fiscal year 2024, is 131% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 90%-100%. 0 2000 4000 6000 8000 10000 12000 14000 16000 18000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t SEWER QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 12 SEWER - (Operations, Billing & Wastewater Treatment) FUND: 5310 amended ACTUAL BUDGET ACTUAL BUDGET BEGINNING CASH FY22/23 FY23/24 FY23/24 FY24/25 10100 Operating (includes $400,000 reserve) $8,983,627 $12,130,135 $12,130,134 $16,886,108 10125 WWTP Capital Replacement $520,724 $721,147 $721,147 $233,224 10126 Equip Replacement Cash $112,600 $240,600 $240,600 $368,600 1013x Bond Reserves $886,874 $737,500 $737,500 $878,544 $10,503,825 $13,829,381 $13,829,381 $18,366,476 REVENUES 343310 SEWER SERVICE-billed (10100)$7,813,068 $8,359,983 $8,384,802 $8,522,000 for Equipment Replacement $128,000 $128,000 $128,000 $128,000 343360 Misc.& Energy Block Grant ; (10100)$11,195 $5,000 $1,309 $11,328 383010 Impact Fee Admin - Transfer from impact fee fund (10100) $100,000 $100,000 $100,000 $60,000 383015 Debt service transfer from impact fees $1,150,000 $1,300,000 $1,300,000 $1,150,000 Sanitary Bond Debt-LS #9 & LS #3 $818,246 $4,929,000 $1,832,922 $236,388 WWTP Bonded Debt-EQ Basin/Fermenter/Biosolids Facility $0 $4,349,500 $19,824,878 371010 Interest-operations (10100)$318,202 $65,000 $625,700 $100,000 Interest-WWTP/Capital Replc (10125)$16,974 $10,000 $10,000 $20,000 Total Revenue $10,355,685 $19,246,483 $12,382,733 $30,052,594 Total Available $20,859,510 $33,075,864 $26,212,114 $48,419,070 EXPENSES Expenses from rates $6,245,958 $10,237,017 $5,655,837 $13,869,129 Sanitary equip/wwtp equip. Replacement Funds (10125/10126)$266,551 $855,936 $497,923 $693,898 Capital Outlay/Bonded Debt-L.S. #9 (carry)$967,620 $1,012,880 $191,878 $159,078 Capital Outlay/Bonded Debt-L.S. #3 (carry)$0 $3,020,000 $1,500,000 $71,265 Capital Outlay/Bonded Debt -EQ Basin/Fermenter/Biosolids $0 $4,190,500 $0 $19,436,878 Depreciation (non cash expense)$1,350,000 $1,750,000 $0 $1,800,000 Total Expenses $8,830,129 $21,066,333 $7,845,638 $36,030,248 Add non cash exp to cash (wwtp repl/depr)$1,800,000 $2,200,000 $2,200,000 $2,250,000 ENDING CASH 10100 Operating (includes $400,000 reserve) $12,130,134 $11,723,101 $16,886,108 $12,853,979 10125 WWTP Capital Replacement $721,147 $325,211 $233,224 $31,626 10126 Equip Replacement Cash $240,600 $368,600 $368,600 $480,628 1013x Bond Reserves (restricted funds)$737,500 $1,792,620 $878,544 $1,272,589 $13,829,381 $14,209,532 $18,366,476 $14,638,823 PROJECTED REVENUE AND FUND SUMMARY 13 SEWER FUND SUMMARY FUND: 5310-454-430620-630/455-430640 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: Sewer billing $154,107 $164,807 $159,489 $168,247 Sanitary Sewer $415,406 $537,131 $503,647 $596,766 WWTP & LAB $818,798 $1,009,803 $905,326 $1,057,153 Subtotal $1,388,312 $1,711,741 $1,568,462 $1,822,166 Maintenance & Operations: Sewer Billing services $177,048 $204,323 $193,341 $230,996 Sanitary Sewer $396,820 $598,912 $480,972 $1,076,131 WWTP & Lab $1,167,899 $1,635,001 $1,255,404 $2,319,217 Subtotal $1,741,767 $2,438,237 $1,929,717 $3,626,344 Capital Outlay from rates: Sanitary Sewer Operation $880,505 $3,048,611 $806,073 $4,997,165 WWTP & Lab $0 $480,000 $0 $1,029,000 Subtotal $880,505 $3,528,611 $806,073 $6,026,165 Debt Service: Sanitary Sewer $700,333 $883,751 $265,749 $720,501 WWTP $1,085,041 $1,224,678 $1,085,836 $1,223,953 Subtotal $1,785,374 $2,108,429 $1,351,585 $1,944,454 City/Evergreen Replacement funded from rates:$450,000 $450,000 $0 $450,000 Total $6,245,958 $10,237,017 $5,655,837 $13,869,129 Capital Outlay - Other funds: Equipment (10126)$0 $0 $0 $22,300 WWTP (10125) Replacement account $266,551 $855,936 $497,923 $671,598 Sanitary/Treatment bonded capital projects $967,620 $8,223,380 $1,691,878 $19,667,221 Depreciation (non-cash item) Sanitary $500,000 $900,000 $0 $950,000 Depreciation (non-cash item) WWTP $850,000 $850,000 $0 $850,000 Total $8,830,129 $21,066,335 $7,845,638 $36,030,249 EXPENSE SUMMARY 14 SEWER OPERATIONS FUND: 5310-454-430630 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 6.60 6.60 6.60 6.85 110 Salaries & Wages $328,347 $416,234 $398,984 $461,787 121 Overtime $129 $5,500 $1,372 $5,500 153 Health Insurance $60,396 $81,817 $70,639 $91,628 155 Retirement - PERD $26,534 $33,581 $32,652 $37,851 Subtotal $415,406 $537,131 $503,647 $596,766 Maintenance & Operations: 210 Office Supplies/Equip/ Computer Supplies/GIS $9,429 $15,800 $8,358 $15,800 218 Equipment (Non Capital)/Safety Equip & Supplies $7,617 $8,500 $3,865 $9,000 229 Other Supplies/Janitorial/Consumable Tools $1,366 $2,500 $2,178 $2,500 231 Gas & Oil $13,447 $19,000 $10,396 $19,000 312 Postage, Printing & Advertising $117 $500 $0 $500 341 Electricity $50,792 $57,000 $52,151 $57,000 344 Natural Gas $14,932 $18,000 $16,249 $18,000 345 Telephone & Comm., Alarms $26,000 $27,500 $25,710 $27,500 353 Auditing $2,459 $3,600 $7,987 $6,096 354 Contract Services $12,884 $45,000 $14,223 $45,000 355 Other Contract Services - Evergreen Meter Reading Charge $29,232 $36,000 $34,809 $36,000 356 Consultants-Modeling $6,732 $20,000 $11,985 $20,000 357 Consultants-Facility Master Plan Update/Rate & Impact Fee $0 $0 $0 $400,000 362 Equipment Maintenance/Buildings & Radios $6,702 $11,500 $3,662 $14,750 373 Dues & Training, Licenses $2,798 $10,250 $3,131 $10,250 388 Medical Services $365 $1,000 $480 $1,000 410 Construction Materials $7,467 $12,000 $5,622 $12,000 425 Materials - Pumps/Lift Stations $37,933 $105,000 $95,506 $150,000 510 Property & Liability Ins $25,389 $27,928 $27,941 $28,938 512 $15,000 Uninsured Loss/$15,000 Goodwill Expenditures $2,736 $25,000 $3,726 $30,000 521 Central Garage Transfer $10,974 $15,406 $15,406 $14,880 522 Administrative Transfer $74,053 $76,333 $76,333 $87,625 528 Information Tech. Transfer $46,300 $54,095 $53,945 $62,792 532 BNSF Lease $7,096 $7,000 $7,309 $7,500 Subtotal $396,820 $598,912 $480,972 $1,076,131 EXPENSE DETAIL 15 SEWER OPERATIONS FUND: 5310-454-430630 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430635 Capital Outlay: Equipment (10126) 940 Machinery & Equipment (carryover)$0 $0 $0 $22,300 Total Equipment $0 $0 $0 $22,300 430630 Capital Outlay: from Rates (10100) 922 L.S. #9 Improvements (carry)$11,498 $205,670 $11,000 $194,670 940 Machinery & Equipment $0 $0 $0 $0 948 Bluestone Upsize $0 $0 $0 $260,413 949 Wedgewood Sewer Replcmnt/Sherwood Service Realignmnt $0 $0 $0 $1,351,000 950 RR & Upsize of line upstream of WWTP (carry)$0 $224,983 $147,164 $77,819 951 5th Alley E., 4th Ave EN, 7th Ave EN (ARPA prjs, City match)$1,750 $748,250 $571,354 $0 953 Sewer/Storm Shop Roof Replacement $0 $0 $0 $45,000 954 Main Replcmnt - 1st & 2nd Ave EN from Wyoming North $624,815 $0 $0 $0 956 SCADA L.S. Control System Upgrades $0 $10,000 $0 $10,000 958 Design-L.S. #3 Improvements (rates & impact fees) carry $178,007 $336,087 $22,487 $313,600 959 L.S. #10 Control Panel Relocation & Upgrade $47,102 $12,898 $5,695 $0 960 Manhole Rehabilitation /Sewer Main Repairs $17,333 $50,000 $42,035 $50,000 961 Lift Station #36 Improvements & Conveyance $0 $1,460,723 $6,338 $1,921,663 962 Sewer Main Slip Lining $0 $0 $0 $773,000 Total Capital Outlay $880,505 $3,048,611 $806,073 $4,997,165 430631 Capital Outlay: Bonded 922 L.S. #9 Improvements (carry)$967,620 $1,012,880 $191,878 $159,078 957 West Side Interceptor $0 $0 $0 $0 958 L.S. #3 Improvements (carry)$0 $3,020,000 $1,500,000 $71,265 $967,620 $4,032,880 $1,691,878 $230,343 Debt Service 490204-6xxDebt Service -Principal, Interest, Fiscal Agent Fees $700,333 $883,751 $265,749 $720,501 510400-831Depreciation Expense $500,000 $900,000 $0 $950,000 Total Sanitary Sewer Operating Budget $3,860,684 $10,001,285 $3,748,319 $8,593,206 EXPENSE DETAIL 16 SEWER OPERATIONS FUND: 5310-454-430630 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 2.05 2.05 2.05 2.05 430620 Sewer Billing 110 Salaries & Wages $122,875 $130,037 $125,875 $134,092 153 Health Insurance $21,859 $24,109 $23,133 $23,033 155 Retirement - PERD $9,373 $10,661 $10,481 $11,123 Subtotal $154,107 $164,807 $159,489 $168,247 Materials and Services: 215 Office Supplies/Computers $6,858 $10,500 $4,966 $10,500 353 Auditing $1,616 $2,500 $3,958 $5,234 354 Billing Costs/Grizzly Sec. & Mail Room $49,577 $55,000 $53,605 $58,000 355 Billing Costs/bank & cc fees, CenturyLink $38,530 $38,000 $36,270 $40,000 356 Billing Costs/printing, shredding $561 $1,000 $473 $1,000 373 Dues & Training $1,015 $4,000 $1,096 $4,000 522 Administrative Transfer $11,191 $12,476 $12,476 $15,614 528 Information Tech. Transfer $67,700 $80,847 $80,497 $96,648 Subtotal $177,048 $204,323 $193,341 $230,996 Total Sanitary Sewer Billing Budget $331,155 $369,130 $352,830 $399,243 FY 2025 BUDGET HIGHLIGHTS Line Item Detail: SANITARY SEWER 110 Personnel Services - Includes an additional .25 FTE Water Resource Manager Addition of 1 full time Water Resource Manager. Salary split between Water, Sewer Operating, WWTP and Storm Funds. 357 Consultants-Facility Master Plan/Rate & Impact Fee Study - $400,000 These funds support and update the 2018 Wastewater Facility Plan. Wastewater Facility planning provides planning and guidelines for current and future sewer and wastewater projects within the City. Facility planning will update the City’s modeling and be integrated into the GIS system, as well as support the development of future capital projects for budget and impact fee updates. 362 Equipment & Building Maintenance - $14,750 Increase in funds include a 8' x 20' Steel Storage container for storage of pumps and valves. Cost of the storage container split with Storm, total cost $6,500. EXPENSE DETAIL 17 SEWER OPERATIONS FUND: 5310-454-430630 Line Item Detail: SANITARY SEWER Cont. 425 Materials - Pumps/Lift Stations - $150,000 The City maintains 42 sewer lift stations which contain 80 pumps and motors, numerous drives, check valves and controls. Many of our pumps have reached the end of their service life cycle. In addition to routine maintenance, repairs were mostly associated with pump and motor failures, or level transmission and control malfunctions. This budget accommodates 5-6 major pump replacements a year. Capital Outlay: from Equipment (10126) 940 Machinery & Equipment - Total $22,300 $6,000 - Towable Light Tower. Cost split between Water, Sewer and Storm-Total cost $18,000 $4,600 - Sign Trailer with Message Board - Used to carry traffic control devices to city construction sites. Cost shared between $11,700 - Hybrid Truck - Scheduled replacement of 2005 vehicle used for field inspections. Cost shared between Public Works, Water, Sewer, Storm, Street and Solid Waste. Total Cost $70,200. If the City receives the Energy Block Grant it would cover 54% of the total allocated cost. Capital Outlay: from Rates (10100) 949 Wedgewood Sewer Replacement /Sherwood Service Realignment - $1,351,000 This project replaces and relocates approximately 800' of sewer main with no access in backyards into the ROW of Wedgewood Dr. Due to access there is no way to determine all of the users that are connected. However, it's assumed that all adjacent property owners on Sherwood Dr. will need to be provided with individual E-1 pumping units and reconnected to the sewer main in Sherwood Dr. (WW-RR-10) 953 Sewer/Storm Shop Roof Replacement - $45,000 This project involves complete replacement of the Sewer/Storm Shop roof. A recent inspection revealed the roof has exceeded its anticipated lifespan. Cost split between Sewer and Storm-Total Cost $90,000 956 SCADA L.S. Control System Upgrades - $10,000 Sewer lift stations utilize a web based SCADA system to monitor lift station conditions. This continued allocation ensures funding for all unforeseen upgrades and maintenance to the SCADA system and supporting equipment (WW-RR-08). 960 Manhole & Sewer Main Rehabilitation & Replacement - $50,000 This project allows for the reconstruction or replacement of sanitary sewer manholes and mains that have deteriorated and are approaching a potential failure. The sewer crews review and record the function of manholes and mains. During this review, crews prioritize the potential projects according to the severity of the deterioration (WW-EX-03). 962 Sewer Main Slip Lining - $773,000 This project involves re-lining failing sewer mains in 3rd Alley W. between Center-5th St. (WW-RR-11), and 6th Alley W. 2nd -6th St. (WW-RR-13), and 4th Alley E. from 5th St. -11th St. (WW-RR-16), and Storm Addition from 2nd St.-Meridian (WW-RR-17), and Storm Addition E./W. (WW-RR-18). FY 2025 BUDGET HIGHLIGHTS 18 SEWER OPERATIONS FUND: 5310-454-430630 Line Item Detail: SANITARY SEWER Cont. Capital Outlay - Impact Fee Funds (10123) 955 Main & Lift Station Upsize -Carryover $1,356,633 Misc. sewer contract main upsize, facility enlargements, or regional lift station. Increased for potential new development projects in North and South Kalispell (WW-G&D-01). Capital Outlay - from Rate (10100) and Impact Fee Funds (10123) 948 Bluestone Upsize - $260,413 Rates & $317,024 Impact Fees - Total $577,437 This project involves replacement of the existing 8" PVC gravity main with new 12" PVC gravity main along Bluestone Drive from Begg Park Dr. south to Green Cove to match upstream and downstream pipe sizes. (WW-M-02) 950 RR & Upsize of Sewer Main at WWTP - Carryover $77,819 from rates, Carryover $121,402 from Impact Fees - Total $199,221 This project replaces a total of 377 Ln Ft of failing 36" sewer main with a new upsized sewer main. The project is split between rates and impact fees for the upsize portion and also split between sewer conveyance and treatment as a portion of the pipe is inside the WWTP (WW-EX-19). 961 Lift Station #36 Improvements & Conveyance - Total $3,843,326 - Carryover $1,454,385 & New Appropriation of $467,278 from Rates and Carryover $1,454,385 & New Appropriation of $467,278 from Impact Fees LS 36 is a regional lift station that services areas north of the Stillwater River. Build out flows from approved subdivisions triggers upgrades to meet standard design flow demands. This project provides the lift station and collection upgrades necessary to meet planned growth demands for the sewer service area (WW-LS-06). Capital Outlay - from Bond, Rates and Impact Fees - Total $627,055 922 Capital Outlay - from Bond and Rates - Total $353,748 Lift Station #9 Improvements - Carryover $194,670 from rates and $159,078 from Bond (Carryover) This project is located adjacent to Fairway Boulevard in the Buffalo Hills Golf Course and replaces, relocates and upsizes the existing lift station and pipe entering Lift Station #9 with a 15" size to match the existing pipe size just upstream of the pipe section to be replaced. The existing 253 gpm pumps in the lift station will be upsized to accommodate peak flows in the short-term. Provide additional capacity for 860 gpm flows at full buildout. Lift station improvements entail full lift station replacement (WW-LS-01). 958 Lift Station #3 Improvements - Carryover $313,600 from rates, Carryover $242,190 from Impact Fees, and carryover $71,265 Bond This project upsizes lift station #3 and the influent pipe entering Lift Station #3 from the existing 8" PVC gravity main to a new 18" PVC gravity main. In addition, a new 12" PVC force main extending from the lift station to the west side of the Highway 93 bypass will connect to a new section of 12" PVC gravity sewer that will then connect to the Westside Interceptor. This project will alleviate capacity issues during peak flows and prevent needing to upsize Trunk Line A within existing developed areas (WW-M-01 & WW-EX-09). Additional funding for this project is included in the ARPA Budgets. FY 2025 BUDGET HIGHLIGHTS - con't. 19 WASTEWATER TREATMENT PLANT FUND: 5310-455-430640 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 7.65 7.65 7.65 7.90 110 Salaries & Wages $506,862 $634,593 $557,378 $671,110 111 Seasonal Salaries $0 $5,000 $0 $5,000 112 Severance $5,828 $0 $0 $0 121 Overtime $23,744 $22,500 $26,871 $25,000 153 Health Insurance $86,144 $113,292 $95,008 $115,776 155 Retirement - PERD $42,145 $50,951 $48,586 $54,508 Subtotal $664,722 $826,336 $727,843 $871,394 Maintenance & Operations: 210 Office Supplies/Equip/Computers $9,846 $14,800 $6,191 $26,000 218 Safety Equipment & Supply $3,129 $3,500 $3,492 $4,000 225 Alum $11,131 $56,500 $0 $112,500 226 Chlorine, Chemicals & Polymer $159,091 $186,000 $197,290 $200,000 229 Other Supplies/Janitorial/Consumable Tools/Equip Rental $7,000 $8,000 $8,322 $8,000 231 Gas & Oil $19,729 $33,000 $16,727 $33,000 312 Postage & Shipping $21 $550 $0 $550 336 DEQ Permits, Licenses and Fees $11,807 $16,000 $10,960 $16,000 341 Electricity $190,474 $207,500 $200,781 $219,000 342 Water $4,764 $7,000 $8,303 $7,000 344 Natural Gas $56,812 $82,000 $35,666 $82,000 345 Telephone & Comm., Alarms $12,799 $15,000 $13,403 $15,000 353 Auditing $2,002 $3,000 $4,509 $5,080 354 Contract Services-Glacier Gold $123,686 $135,000 $126,657 $160,000 355 Other Contract Services / Land Fill $56,068 $60,000 $55,597 $61,000 356 Consultant-Elec Eng/Site Specific Sampling (carry/new)$63,025 $220,000 $63,493 $384,000 358 Consultant - Facility Master Plan, TMDL, Pretrmnt, Temp Monitoring, Etc.$17,438 $100,000 $45,793 $450,000 360 Maintenance Service -Misc.$31,278 $35,000 $34,333 $40,000 366 Building Maintenance $35,389 $42,000 $35,842 $42,000 373 Dues, Training & Training Materials $6,841 $10,500 $4,896 $10,500 388 Medical Services $517 $500 $395 $500 510 Property & Liability Insurance $78,833 $90,804 $90,804 $99,086 521 Central Garage Transfer $18,065 $22,296 $22,296 $21,649 522 Administrative Transfer $133,097 $136,103 $136,103 $160,965 528 Information Tech. Transfer $48,357 $57,748 $57,498 $69,887 Subtotal $1,101,199 $1,542,801 $1,179,351 $2,227,717 EXPENSE DETAIL 20 WASTEWATER TREATMENT PLANT FUND: 5310-455-430640 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430640 Capital Outlay: Operating Funds 921 Install Dome for Secondary Clarifiers (carryover)$0 $419,000 $0 $419,000 930 Biosolids Facility (rates & impact fees)$0 $61,000 $0 $610,000 Subtotal $0 $480,000 $0 $1,029,000 430645 WWTP Replacement Funds:Evg (10125) 362 Equipment Maintenance $139,512 $187,000 $157,481 $192,000 921 E. Secondary Clarifier Coating Prj $0 $0 $0 $0 922 Fermenter Reconstruction (carry)$47,228 $216,461 $56,093 $160,368 934 Secondary Digesters Lid Inspections $22,727 $0 $0 $0 940 Machinery & Equipment (carryover & new)$56,834 $115,000 $63,604 $202,500 950 RR & Upsize main at WWTP(rates & impact fees)$250 $337,475 $220,745 $116,730 Subtotal $266,551 $855,936 $497,923 $671,598 Capital Outlay: Bonded: 922 Construct New Fermenter (rehab)$0 $1,675,500 $0 $2,267,750 930 Biosolids Facility $0 $0 $0 $8,500,000 933 Construct New EQ Basin $0 $2,515,000 $0 $8,669,128 Subtotal $0 $4,190,500 $0 $19,436,878 4902xx-6xxDebt Service $1,085,041 $1,224,678 $1,085,836 $1,223,953 831 WWTP Replacement Reserve $450,000 $450,000 $0 $450,000 Depreciation Expense (non cash)$850,000 $850,000 $0 $850,000 Subtotal WWTP $4,417,513 $10,420,251 $3,490,953 $26,760,541 EXPENSE DETAIL 21 WASTEWATER TREATMENT PLANT FUND: 5310-455-430640 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430646 Laboratory Operations - Personal Services: FTE's 2.0 2.0 2.0 2.0 110 Salaries & Wages $127,156 $151,668 $146,502 $152,246 153 Health Insurance $16,600 $19,714 $18,821 $21,248 155 Retirement - PERD $10,320 $12,085 $12,160 $12,265 Subtotal $154,076 $183,467 $177,483 $185,759 Maintenance & Operations: 210 Office Supplies/Computers/other Supplies/Shipping $3,731 $7,000 $1,634 $7,000 218 Non Capital Equip - Safety/Other $8,387 $5,000 $4,954 $5,500 222 Lab Supplies $17,352 $18,500 $17,048 $18,500 349 Lab services $21,938 $22,000 $19,383 $22,500 350 Pretreatment Services $5,451 $15,000 $12,818 $20,000 362 Service Contracts / Equipment Maintenance $9,841 $10,500 $10,176 $12,500 373 Dues & Training, Licenses $0 $5,500 $1,350 $5,500 940 Machinery & Equipment $0 $8,700 $8,690 $0 Subtotal $66,700 $92,200 $76,053 $91,500 Subtotal Laboratory $220,776 $275,667 $253,536 $277,259 Total Treatment Plant $4,638,289 $10,695,919 $3,744,489 $27,037,800 Line Item Detail - Wastewater Treatment Plant 110 Personnel Services - Includes an additional .25 FTE Water Resource Manager 210 Computer/Software/Equip/Office Supplies - $26,000 Includes funds for annual software licenses, including City Works, and to meet the computer replacement schedule. Increase includes scheduled replacement of the server, network switch, and installation of a network wall cabinet. 225 Alum - Total $112,500 - Carryover $56,500, New Appropriation $56,000 Alum is the chemical used to meet the effluent permit total phosphorus numbers when the biological process of the fermenter is not operational. The Fermenter will be down for rehabilitation which will increase our alum usage. 226 Chlorine, Chemicals & Polymer - $200,000 Additional funds reflect an increase in Polymer costs. Polymer addition is used as part of the dewatering process for biosolids production. 341 Electricity - 219,000 Additional funds reflect an electrical rate increase and an increase in electricity for additional flows. FY 2025 BUDGET HIGHLIGHTS EXPENSE DETAIL 22 WASTEWATER TREATMENT PLANT FUND: 5310-455-430640 Line Item Detail - Wastewater Treatment Plant 345 Telephone, Communication & Alarms - $15,000 Includes annual fiber costs for IT to connect WWTP with City network. 354 Contract Services-Glacier Gold - $160,000 90% of our biosolids are hauled to Glacier Gold. Increased line item to meet potential new contract pricing. 356 Consultant - Electrical Engineer and Site Specific Study - Total $384,000 $20,000 Electrical Engineer - Continue to update the 1992 antiquated computer control programming for operations of the modernized equipment in the current plant. Ongoing trouble shooting when failures occur in communications and the computer control program. $365,000 - Site Specific Standard Study-Evokes a process for a permittee to demonstrate that the site specific reduction of one nutrient will achieve the highest attainable condition (HAC) the same as it could by a reduction of both nutrients. The permittee is required to demonstrate through monitoring, modeling and evaluation interim effluent limits, different than the numeric WQ standard, will achieve the HAC. This is a multi-year program involving a minimum of three years of data collection, analysis, modeling, DEQ collaboration and ultimately the state adopting new rulemaking standards for the WWTP's discharge to Ashley Creek. 358 Consultants -$450,000 $350,000 allocated to update the 2018 Wastewater Facility Plan. Wastewater Facility planning provides planning and guidelines for current and future sewer and wastewater projects within the City. Facility planning will update the City’s modeling and be integrated into the GIS system, as well as support the development of future capital projects for budget and impact fee updates. $100,000 for permit related items including TMDL, pretreatment, temperature monitoring, etc. 430640 Capital Outlay - Operating Funds 921 Install Dome for Secondary Clarifiers - Carryover $419,000 Design GEO dome covers on secondary clarifiers (3) that allow for full access for inspection and maintenance. Covers will greatly reduce algae growth, sloughing, and odor production, while keeping the waterfowl out of the clarifiers. Resulting in improved operations and effluent quality (WWTP-SCL-3). 644 Capital Outlay - from Bond and Impact Fee Funds 929/933 Construct New EQ Basin - Total $8,837,848 - $168,720 impact fee (carryover), and $8,669,128 Bond The existing EQ basin is at operational limits for the current flows. This project constructs one 75-FT diameter tank which provides 395,000 gallons of additional equalization basin storage. Design of the 75-FT diameter EQ tank will include considerations for future conversion to a primary clarifier, anticipated for the year 2030. Once the 75-FT diameter tank is converted to primary clarification, the existing rectangular clarifiers can be modified for additional equalization basin capacity. This first phase will be for preliminary engineering (WWTP-EQB-2). 640/44 Capital Outlay - Operating Funds, Impact Fee Funds & Bond 930 Biosolids Facility & Potential Land Acquisition - Total $9,500,000 - Bond $8,500,000 - Carryover $100,000 ($61,000 rates & $39,000 impact fee) New Appropriation $900,000 ($549,000 rates & $351,000 impact fee) As the City approaches the capacity of the Glacier Gold Composting facility of 600 dry/tons per year these funds will be used to implement an alternative means of disposing of our biosolids (WWTP-BDD-2). FY 2025 BUDGET HIGHLIGHTS - con't 23 WASTEWATER TREATMENT PLANT FUND: 5310-455-430640 Line Item Detail - Wastewater Treatment Plant Capital Outlay - from Rate (10100) and Impact Fee Funds (10123) 950 RR & Upsize of sewer main at WWTP -Carryover $337,475 from Replc and Carryover $613,464 Impact Fee Total - $950,939 This project replaces a total of 377 Ln Ft of corroded 36" sewer main with a new upsized sewer main. The project is split between rates and impact fees for the upsize portion and also split between sewer conveyance and treatment as a portion of the pipe is inside the WWTP (WWTP-Misc.-12). 430645 Capital Outlay - Replacement Funds 362 Equipment Maintenance - $192,000 - The WWT plant maintains a long list of equipment some of which includes 76 pumps, 210 valves, air compressors, gas boilers, sand filters, air blowers, fans, motors etc. The original 1992 plant is reaching the expected life span of 25 years and therefore increases in equipment replacement, rehabilitation, and maintenance is expected. Most of the smaller pump replacement costs range in $12,000 - $15,000 range. The larger digester mixer pumps cost $50,000 and an air blower replacement costs would exceed the $125,000 range (WWTP-Misc. 15). Capital Outlay - from Replacement Funds and Bond 922 Rehabilitate Fermenter-Total $2,428,118 - Carryover $160,368 Replcmnt Funds and $2,267,750 Bond Initial condition assessment was performed in 2020. Due to the condition, a second analysis determining the structural condition of the internal concrete and steel components was completed in 2021. Results from both assessments provided the final scope for rehabilitation for the fermenter, and construction is scheduled to begin in the summer of 2022 with completion in 2023 (WWTP-Misc. 8). 940 Machinery & Equipment Replacement Fund - Total $202,500, Carryover $50,000, New Appropriation $152,500 $35,000 - (Carryover) - Plant PLC Processors $15,000 - (Carryover) Fermenter Sludge Wasting Controller $12,000 - Replace High Pressure Air Piping in Press Area $85,000 - Replace/Rebuild MLR Pump $8,500 - 8" Super T Rotating Assembly $47,000 - Ras Pump Replacement Laboratory Operations: 349/350 Lab Services-$22,500 & Permit & Pretreatment Testing-$20,000 = Total $42,500 Pretreatment Program: The permit requires development and ongoing implementation of an industrial pre-treatment program. WWTP laboratory supports all of the ongoing sampling and analysis as required in the discharge permit. 362 Service Contracts/Equipment Maintenance - $12,500 Includes funds for the annual service contracts for maintenance on probes and lab equipment. FY 2025 BUDGET HIGHLIGHTS - con't 24 SEWER SYSTEM IMPACT FEES FUND: 5311 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Beginning Cash 10100 Cash: Admin from Impact Fees $93,106 $88,270 $88,270 $54,199 10100 Cash: Admin from Impact Fees - Treatment $56,500 $53,454 $53,454 $38,235 10123 Cash: Sanitary (collection) Impact Fees $3,855,745 $4,331,317 $4,331,317 $4,037,408 10124 Cash: Treatment Impact Fees $3,002,655 $2,960,882 $2,960,882 $2,347,416 Total Cash $7,008,006 $7,433,923 $7,433,923 $6,477,258 Revenue 343330 Collection Impact Fee (less admin)$1,048,113 $750,000 $587,643 $455,000 343330 5% Collection Admin (to 5310)$55,164 $37,500 $30,929 $30,000 343335 Treatment Impact Fee (less admin)$702,131 $460,000 $375,844 $300,000 343335 5% Treatment Admin (to 5310)$36,954 $23,000 $19,781 $20,000 371010 Interest Revenue - Sanitary (collection)$105,375 $15,000 $164,033 $130,000 371010 Interest Revenue - Treatment $76,512 $11,000 $109,743 $50,000 Total Revenue $2,024,249 $1,296,500 $1,287,973 $985,000 Total Available $9,032,255 $8,730,423 $8,721,896 $7,462,258 Expenses 900 Capital from Sanitary (collection) Impact Fees $177,916 $3,570,195 $395,585 $3,958,912 Capital from Treatment Impact Fees $170,416 $868,917 $449,053 $776,180 825 Admin. Fees - Transfer to sewer $100,000 $100,000 $100,000 $60,000 800 Debt Service from Sanitary (collection) Impact Fees $500,000 $650,000 $650,000 $500,000 Debt Service from Treatment Impact Fees $650,000 $650,000 $650,000 $650,000 Total Expenses $1,598,332 $5,839,112 $2,244,638 $5,945,092 Ending Cash 10100 Cash: Admin from Impact Fees - Collection $88,270 $60,770 $54,199 $49,199 10100 Cash: Admin from Impact Fees - Treatment $53,454 $41,454 $38,235 $33,235 10123 Cash: Sanitary (collection) Impact Fees $4,331,317 $876,123 $4,037,408 $163,496 10124 Cash: Treatment Impact Fees $2,960,882 $1,912,965 $2,347,416 $1,271,236 Total Cash $7,433,923 $2,891,312 $6,477,258 $1,517,166 REVENUE PROJECTION 25 SEWER SYSTEM IMPACT FEES amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 SANITARY COLLECTION 454-430635 Capital Outlay - Impact Fee funds (10123) 948 Bluestone Upsize(rates & impact)$0 $0 $0 $317,024 950 RR & Upsize main at WWTP (rates&impact)(carry)$0 $350,983 $229,581 $121,402 955 Main & Lift Station Upsize (carryover)$0 $1,493,812 $137,179 $1,356,633 957 West Side Interceptor Phase I $0 $0 $0 $0 958 Design-L.S. #3 Improvements (rates&Impact) (carry)$177,916 $264,677 $22,487 $242,190 961 Lift Station #36 Imprvmnts & Conveyance (carry/new)$0 $1,460,723 $6,338 $1,921,663 Total Capital from Sanitary Impact Fee Funds $177,916 $3,570,195 $395,585 $3,958,912 825 Transfer to 5310 for admin $65,000 $65,000 $65,000 $35,000 820 Transfer to 5310 for debt $500,000 $650,000 $650,000 $500,000 Total Sanitary Impact Fee Funds $742,916 $4,285,195 $1,110,585 $4,493,912 455-430644 TREATMENT 929 Construct New EQ Basin (carryover)$170,416 $216,453 $47,733 $173,988 930 Biosolids Alternate Disposal Eng. (rates/impact)(carry/new)$0 $39,000 $48 $390,000 950 RR & Upsize main at WWTP(rates/impact)(carry)$0 $613,464 $401,272 $212,192 Total Capital from Treatment Impact Fee Funds $170,416 $868,917 $449,053 $776,180 825 Transfer to 5310 for admin $35,000 $35,000 $35,000 $25,000 820 Transfer to 5310 for debt $650,000 $650,000 $650,000 $650,000 Total Treatment Impact Fee Funds $855,416 $1,553,917 $1,134,053 $1,451,180 An Impact Fee committee oversees the recommendations for use of these funds. Impact fees can be used for capital purchases and projects related to growth. Amounts budgeted are purchases of items approved on the capital improvement plan. Capital purchases must have a minimum 10 year life. FUND: 5311 EXPENDITURE SUMMARY/ DETAIL PROGRAM DESCRIPTION 26 PURPOSE OF THIS DEPARTMENT: The purpose of this department is to provide for a means of storm water conveyance to designated storm water management areas and outfalls, thus reducing the localized and undesirable occurrence of storm water ponding. Responsibilities also include implementation of the Storm Water Management Program to DEPARTMENT PERSONNEL: (8.40 FTE) .10 Public Works Director .25 Engineering Tech/GIS/IT Support .25 Engineer III .15 Deputy Public Works Director .15 Budget Resource Manager .20 Administrative Assistant .50 Construction Inspector/Manager .50 Storm/Sewer Maintenance Supervisor .10 Office Manager 3.0 Storm Maintenance Technician .95 Engineer II .25 Special Street Maintenance Operator .05 Road and Fleet Superintendent .20 General Laborer .10 Assessment Coordinator .40 Utility Management Superintendent 1.0 Environmental Coordinator .25 Water Resource Manager GOALS OF THIS DEPARTMENT: 1. To maintain and operate the storm water collection, detention, and treatment facilities for the conveyance 2. Implement requirements of the Municipal Separate Storm Sewer System Discharge Permit (MS4). INTENDED OUTCOMES FROM BUDGET EXPENDITURES STORM SEWER FUND #5349 minimize pollutant run off to waterbodies in accordance with State and Federal Regulations. of storm water. The FY25 budget for Storm Sewer provides capital projects to improve conveyance for existing stormwater systems and improve water quality from a large drainage watershed that discharges to Spring Creek. The budget continues to support an update to the facility plan which will model, evaluate, and provide projects involving the existing storm systems functionality, capacity, and necessary future system projects to support growth. The storm sewer fund receives almost all of its revenue from property assessments. The storm sewer fund should have enough cash available at July 1st (and January 1st) to pay expenses, less expected revenues, through December (June). In the storm sewer fund, like other assessed operating funds, a beginning cash carryover of 55%-75% of budgeted expenses has been sufficient to pay the fund expenses through December, if a balanced budget is presented. Beginning operating cash carryover was 207% for fiscal year 2024, is 235% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 220%-225% of estimated operating expenses. 0 1000 2000 3000 4000 5000 6000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t STORM SEWER QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 27 STORM SEWER ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating $2,794,145 $3,642,327 $3,642,327 $4,380,591 10190 Cash, Designated Equipment Replacement $77,808 $94,900 $94,900 $169,900 10193 Cash, Designated Capital Projects $1,497,854 $1,736,873 $1,736,873 $1,453,288 10130 Cash, Bond Reserve $78,625 $78,625 $78,625 $78,625 Total Cash $4,448,432 $5,552,725 $5,552,725 $6,082,404 REVENUES 343370 Storm Assessments-billed (10100)$1,579,552 $1,585,000 $1,622,385 $1,625,000 Assessments - designated for equipment repl (10190)$75,000 $75,000 $75,000 $75,000 Assessments - designated for capital projects (10193)$350,000 $350,000 $350,000 $350,000 Bonded Debt $0 $0 $0 $0 334040 Petro Tank/Monitory Reimbursement (10100)$4,592 $1,000 $0 $1,000 343035 Permit fees & other Charges for Service (10100)$11,448 $3,000 $17,247 $4,500 363040 Penalty & Interest (10100)$22,216 $2,500 $6,063 $2,500 371010 Interest (10100)$129,428 $25,000 $217,281 $120,000 334***State HB355 SLIPPA $0 $0 $0 $313,674 383100 Transfer from Energy Block Grant $0 $0 $0 $6,328 383015 Debt service transfer from impact fees $86,000 $140,000 $88,000 $135,000 383010 Impact Fee 5% Admin - Transfer from impact fee fund $10,000 $10,000 $10,000 $6,250 Total Revenue $2,268,236 $2,191,500 $2,385,976 $2,639,252 Total Available $6,716,668 $7,744,225 $7,938,701 $8,721,656 EXPENSES EXPENSES FROM RATES (10100)$995,054 $1,703,091 $1,222,712 $1,984,588 Capital Equipment - replacement (10190)$57,908 $0 $0 $22,300 Capital Projects (10193)$110,981 $1,883,102 $633,585 $1,731,100 Capital Outlay - Bonded Debt $0 $0 $0 $0 Depreciation (non-cash expense)$360,000 $400,000 $400,000 $415,000 Total Expenses $1,523,943 $3,986,193 $2,256,297 $4,152,988 add back depreciation/other $360,000 $400,000 $400,000 $415,000 ENDING CASH* 10100 Cash, Operating $3,642,327 $3,705,736 $4,380,591 $4,296,582 10190 Cash, Designated Equipment Replacement $94,900 $169,900 $169,900 $228,928 10193 Cash, Designated Capital Projects $1,736,873 $203,771 $1,453,288 $385,862 10130 Cash, Bond Reserve $78,625 $78,625 $78,625 $78,625 $5,552,725 $4,158,032 $6,082,404 $4,989,997 PROJECTED REVENUE AND FUND SUMMARY FUND: 5349-453-430246 28 STORM SEWER ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: 8.15 8.15 8.15 8.40 110 Salaries & Wages $478,679 $619,004 $532,527 $670,328 121 Overtime $146 $4,000 $1,493 $4,000 153 Health Insurance $79,468 $115,145 $87,995 $131,248 155 Retirement $38,272 $49,787 $43,786 $54,348 Subtotal $596,565 $787,935 $665,801 $859,924 Maintenance & Operations: 210 Office Supplies/Equip/Computer/GIS $13,164 $18,500 $11,350 $18,500 218 Equipment (non capital)/ Safety Equip & Supplies $6,111 $6,000 $2,479 $6,500 229 Other Supplies/Consumable Tools $294 $2,200 $181 $2,200 231 Gas & Oil $13,007 $18,500 $10,312 $18,500 345 Telephone & Communication $2,085 $3,250 $2,198 $3,250 353 Auditing $938 $1,380 $2,027 $2,337 354 Contract Services $6,512 $10,000 $6,028 $10,000 356 Stormwater Reg Compliance Program/Permit $10,340 $35,000 $8,876 $35,000 358 Consultants-Facility Plan/Impact Fee Study (carry/new)$49,423 $350,000 $209,761 $387,000 359 Consultants/TMDL / Permit $9,654 $30,000 $8,134 $30,000 360 Equipment/Buildings Repair & Maint.$2,038 $5,000 $1,376 $8,500 362 Groundwater Monitoring $0 $6,500 $1,376 $4,000 371 Curb, Gutter, Manhole & Inlet Maint. $14,954 $21,000 $7,145 $21,000 373 Dues & Training $3,228 $10,250 $1,478 $10,250 388 Medical Services $0 $100 $0 $100 410 Construction Materials $1,969 $12,000 $2,405 $12,000 510 Liability/Prop. Ins. ($18,000; $5,000 uninsured loss)$15,340 $15,554 $15,554 $13,520 521 Central Garage Transfer $10,974 $15,406 $15,406 $14,880 522 Administrative Transfer $50,191 $57,799 $57,799 $65,992 528 Information Tech Transfer $42,157 $49,790 $49,250 $57,449 530 Lease Payments/BNSF $4,496 $5,500 $2,350 $5,500 Subtotal $256,875 $673,729 $415,485 $726,478 Debt Service 610/620 Principal, Interest, Fiscal Fees $141,614 $141,426 $141,426 $141,186 EXPENSE DETAIL FUND: 5349-453-430246 29 STORM SEWER ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430246 Capital Outlay: from operating (10100) 972 Meridian E Drainage Basin (STX-61) carry/new $0 $100,000 $0 $257,000 Subtotal $0 $100,000 $0 $257,000 430247 Capital Outlay: from Capital Projects (10193) 952 Storm Drain Correction Funds (carry/new)$4,898 $750,000 $301,124 $750,000 953 Sewer/Storm Shop Roof Replacement $0 $0 $0 $45,000 954 North Main Street Stormwater Project $0 $252,500 $0 $0 956 Wyoming Street Outfall $0 $225,000 $157,258 $0 957 Wedgewood & Sherwood Design/Survey (carry)$0 $50,000 $0 $50,000 958 Decant Facility Design/Survey (STX63)$0 $0 $0 $150,000 959 Regional Facilities & Piping Design $1,704 $0 $0 $0 961 North Regional Conveyance System-STX-29 (carry)$0 $50,000 $0 $50,000 968 W Center from 7th Ave W to Meridian $0 $0 $0 $0 969 Strmwtr Quality Trtmnt-8th Ave W, 11 St W, 1st Ave W.$104,379 $364,602 $175,203 $0 971 Meridian Ct Drainage Improvements (STX-60)$0 $191,000 $0 $460,000 974 3rd St E Reconstruct-1st Ave to 3rd Av E (STX-62)$0 $0 $0 $226,100 Subtotal $110,981 $1,883,102 $633,585 $1,731,100 Capital Outlay: Bonded 970 Regional Facilities & Piping Design $0 $0 $0 $0 Subtotal $0 $0 $0 $0 430249 Capital Outlay: from Replacement $ (10190) 840 Machinery & Equipment-MACI Match $0 $0 $0 $0 940 Machinery & Equipment $57,908 $0 $0 $22,300 Subtotal $57,908 $0 $0 $22,300 510400 831 Depreciation: $360,000 $400,000 $400,000 $415,000 Total $1,523,943 $3,986,193 $2,256,297 $4,152,988 EXPENSE DETAIL FUND: 5349-453-430246 30 STORM SEWER FUND: 5349-453-430246 Line Item Detail: STORM SEWER FUND 110 Personnel Services - Includes an additional .25 FTE Water Resource Manager Addition of 1 full time Water Resource Manager. Salary split between Water, Sewer Operating, WWTP and Storm Funds. 356 Stormwater Regulatory Compliance Program/Permit Fees - $35,000 The City of Kalispell is required to comply with Montana Department of Environmental Quality’s General Permit for Storm Water Discharges Associated with Small Municipal Separate Storm Sewer Systems (MS4s). The Permit requires the City to create a TMDL section that is included in its Stormwater Management Plan (SWMP). The TMDL section will identify the measures and BMPs it plans to implement, describe the MS4’s impairment priorities and long-term strategy, and outline interim milestones (i.e., a completion schedule for action items) for controlling the discharge of the pollutants of concern and making progress towards meeting the TMDL. Developing the TMDL section requires contracting with consultants to complete it in the time required. Additionally, the city continues to manage ongoing permit requirements to effectively manage the DEQ approved stormwater management plan. 358 Consultants-Facility Plan/Impact Fee Update - Total $387,000 Carryover $237,000, New Appropriation $150,000 These funds support and update the 2008 Stormwater Facility Plan. Stormwater Facility planning provides planning and guidelines for current and future stormwater projects within the City. Facility planning will update the City’s modeling and be integrated into the GIS system, as well as support the development of future capital projects for budget and impact fee updates. $100,000 allocated to updating the Stormwater Impact Fee Report. 360 Equipment/Building Repair & Maintenance - $8,500 Increase in funds include a 8' x 20' Steel Storage container for storage of pumps and valves. Cost of the storage container split with Storm, total cost $6,500. 430246 Capital Outlay: from Operating (10100) 972 Meridian E Drainage Basin-Water Quality and Drainage Upgrades - Total $257,000 - Carryover $100,000, New Appropriation $157,000 The goal of this project is to analyze, design and construct WQ treatment and a flood control facilities for the stormwater basin. The City's TMDL Action Plan identifies this drainage basin as the next priority basin to install WQ treatment. Additionally, recent growth in the drainage basin has overwhelmed the capacity and flood control is now required (STX-61). 430247 Capital Outlay: from Capital (10193) 952 Storm Drain Correction - Carryover $448,000, New Appropriation $302,000 - Total $750,000 The goal of this project(s) is to provide design and construction for areas in the City that are in need of storm drainage systems and storm drainage system upgrades (STX-21). Projects include: · Areas in sections of the City that have extensive ponding at the intersection caused from rain events. · Improve curb and gutter flow to eliminate ponding and deterioration of pavement. 953 Sewer/Storm Shop Roof Replacement - $45,000 This project involves complete replacement of the Sewer/Storm Shop roof. A recent inspection revealed the roof has exceeded its anticipated lifespan. Cost split between Sewer and Storm-Total Cost $90,000 FY 2025 BUDGET HIGHLIGHTS 31 STORM SEWER FUND: 5349-453-430246 Line Item Detail: STORM SEWER FUND 430247 Capital Outlay: from Capital (10193) Continued 957 Wedgewood & Sherwood Design/Survey - Carryover $50,000 Funds include design and survey work for a project that will replace an existing undersized storm sewer with a history of surcharging. The existing sewer is inaccessible and follows the common property line for 4 residential lots between Sherwood Lane and Wedgewood Lane. The sewer is anticipated to be replaced and upsized through pipe bursting. Additional downstream improvements north of Kalispell Middle School on Wedgewood Lane are anticipated to include new inlets, 2 manhole structures, approximately 300 feet of new storm sewer main, and approximately 200 feet of ditch regrading along Northern Lights Boulevard (STX-58). 958 Decant Facility - $150,000 This project will design and construct a decant facility for stormwater maintenance activities. The decant facility will allow vacuum trucks that are performing maintenance activities on stormwater mains, catch basins, manholes and treatment facilities to decant the trucks and provide a means to separate stormwater from debris which can be disposed elsewhere. The decant water will be collected and treated and then the effluent water will be routed south to an existing ditch which drains to Ashley Creek. The project will be located in the City Shops expansion area (STX-63). 971 Meridian Court Drainage Improvements-Total $460,000-Carryover $191,000, New Appropriation $269,000 This project removes the non functionable cul-da-sac and improves the stormwater system (inlets and curb/gutter). Once the stormwater improvements are complete, the City will mill and overlay Meridian Ct (SLIPPA HB355 Prj-STX-60). 974 3rd St E Reconstruction from 1st Ave to 3rd Ave E - Total $226,100 This project will reconstruct 3rd St E from 1st to 3rd Ave E. This project includes the replacement of curbs which are in disrepair as well as the relocation and reconstruction of curbing to create boulevards. Sidewalk ramps at intersections will be brought into compliance with ADA/PROWAG requirements. Approaches at alleys and driveways will be reconstructed where necessary to comply with ADA/PROWAG requirements. Where possible, existing curbing and sidewalk will be protected. The project also includes drainage improvements at 2nd Ave E and corrects conflicts with existing power infrastructure (STX-62). Capital Outlay: from Equipment Replacement (10190) 940 Machinery & Equipment - Total $22,300 $6,000 - Towable Light Tower. Cost split between Water, Sewer and Storm-Total cost $18,000 $4,600 - Sign Trailer with Message Board - Used to carry traffic control devices to city construction sites. Cost shared between Light Maint., TSS, Water, Sewer, Storm - Total Cost $23,000 $11,700 - Hybrid Truck - Scheduled replacement of 2005 vehicle used for field inspections. Cost shared between Public Works, Water, Sewer, Storm, Street and Solid Waste. Total Cost $70,200. If the City receives the Energy Block Grant it would cover 54% of the total allocated cost. FY 2025 BUDGET HIGHLIGHTS - con't 32 STORM SEWER FUND: 5349-453-430246 Line Item Detail: STORM SEWER FUND Capital Outlay - Impact Fee funds (10120) 960 Stormwater Facility Upsizing - Carryover $230,000 Misc. stormwater contract main upsize, and or facility enlargements. 430248 Capital Outlay: from Impact Fees - Carryover $150,000 430247 Capital Outlay: from Capital (10193)- Carryover $50,000 961 North Regional Conveyance System - Total $200,000 Preliminary design and permitting for large conveyance system which supports future development north of West Reserve (STX-29). FY 2025 BUDGET HIGHLIGHTS - con't 33 STORM SEWER SYSTEM IMPACT FEES FUND: 5348 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Beginning Cash 10100 Cash: Admin $15,859 $12,852 $12,852 $14,114 10120 Cash: Storm Impact Fees $1,762,319 $1,857,415 $1,857,415 $2,039,526 Total Cash $1,778,178 $1,870,267 $1,870,267 $2,053,640 Revenue 343033 Impact fees (less admin)$132,860 $150,000 $195,221 $125,000 343033 5% Admin (to 5349)$6,993 $7,500 $10,307 $6,250 371010 Interest Revenue - Impact fee cash $48,236 $10,000 $75,845 $30,000 Total Revenue $188,089 $167,500 $281,373 $161,250 Total Available $1,966,267 $2,037,767 $2,151,640 $2,214,890 Expenses 900 Capital from Storm Impact Fees $0 $380,000 $0 $380,000 825 Admin. Fees - Transfer to storm $10,000 $10,000 $10,000 $6,250 800 Debt Service Transfer(impact fee portion)$86,000 $140,000 $88,000 $135,000 Total Expenses $96,000 $530,000 $98,000 $521,250 Ending Cash 10100 Cash: Admin $12,852 $10,352 $14,114 $14,114 10124 Cash: Storm Impact Fees $1,857,415 $1,497,415 $2,039,526 $1,679,526 Total Cash $1,870,267 $1,507,767 $2,053,640 $1,693,640 PROJECTED REVENUE AND FUND SUMMARY 34 STORM SEWER SYSTEM IMPACT FEES ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 453-430248 Capital Outlay - Impact Fee funds (10120) 959 Regional Facilities & Piping Design $1,704 $0 $0 $0 960 Stormwater Facility Devlpmnt Support (carry)$0 $230,000 $0 $230,000 961 North Regional Conveyance System (carry)$0 $150,000 $0 $150,000 Subtotal $1,704 $380,000 $0 $380,000 825 Transfer to 5349 for admin $10,000 $10,000 $10,000 $6,250 820 Transfer to 5349 for debt $86,000 $140,000 $88,000 $135,000 Total Sanitary Impact Fee Funds $97,704 $530,000 $98,000 $521,250 FUND: 5348 EXPENDITURE DETAIL PROGRAM DESCRIPTION An Impact Fee committee oversees the recommendations for use of these funds. Impact fees can be used for capital purchases and projects related to growth. Amounts budgeted are items approved on the capital improvement plan. Capital purchases must have a minimum 10 year life. 35 PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: (8.50 FTE) .10 Public Works Director .20 Administrative Assistant .15 Budget Resource Manager .05 Deputy Public Works Director .10 Assessment Coordinator .30 Engineer II .20 Office Manager 6 Solid Waste Operators .30 Road and Fleet Superintendent 1 Solid Waste Supervisor .10 General Laborer GOALS OF THIS DEPARTMENT: SOLID WASTE FUND #5510 The Solid Waste Department collects and disposes of solid waste material from residential and commercial entities to provide a cleaner and healthier condition for the City of Kalispell. The FY25 budget supports the continuation of solid waste collection and transport operations to service existing and new residential/commercial customers while maintaining a high level of service. This year the City will finalize the development of a Solid Waste Master Plan. The Master plan reviewed the current and future costs of service, supported alternative rate development, provided content to improve routing and service efficiencies, and enhance service capabilities into additional areas of the City for both residential and commercial customers. 1. Collect, handle, and transport solid waste in a safe and effective manner. 2. Provide solid waste services to the community of Kalispell in a respectable and reliable manner. SOLID WASTE FUND FUND #5510 The solid waste fund receives almost all of its revenue from property assessments. The solid waste fund should have enough cash available at July 1st (and January 1st) to pay expenses, less expected revenues, through December (June). In the solid waste fund, like other assessed operating funds, a beginning cash carryover of 55%-75% of budgeted expenditures has been sufficient to pay the fund expenses through December if a balanced budget is presented. Beginning operating cash carryover was 70% for fiscal year 2024, is 91% for fiscal year 2025, and is estimated to begin fiscal year 2026 at 60%-65% of estimated operating expenses. 0 200 400 600 800 1000 1200 1400 1600 1800 2000 1s t Q T 2 0 2 4 2n d Q T 2 0 2 4 3r d Q T 2 0 2 4 4t h Q T 2 0 2 4 1s t Q T 2 0 2 5 e s t 2n d Q T 2 0 2 5 e s t 3r d Q T 2 0 2 5 e s t 4t h Q T 2 0 2 5 e s t SOLID WASTE QUARTERLY CASH/EXP/REV (in 1000's) EXPENDITURES RECEIPTS BEG. CASH BAL. 36 SOLID WASTE amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash: Operating $994,207 $1,060,971 $1,060,971 $1,082,443 10120 Cash: Designated Equip Replacement $455,188 $605,188 $605,188 $298,010 Total Cash $1,449,395 $1,666,159 $1,666,159 $1,380,453 REVENUES 343410 Assessments $1,128,177 $1,192,000 $1,274,643 $1,395,079 -designated for equipment replacement $150,000 $150,000 $150,000 $310,000 343420 garbage collections billed (part year)$38,942 $30,000 $46,193 $40,000 363040 Penalty & Interest $3,173 $2,000 $3,536 $2,000 371010 Interest Earnings $36,252 $15,000 $44,390 $30,000 Inception of loan - 5 Yr Garbage Truck Loan $0 $457,178 $457,178 $450,000 383100 Energy Block Grant $0 $0 $0 $6,328 343360 Misc./Sale of Asset/Special Services $0 $0 $159 $0 Total Revenue $1,356,544 $1,846,178 $1,976,099 $2,233,407 Total Available $2,805,939 $3,512,337 $3,642,258 $3,613,860 EXPENSES Total Expenses from Rates (10100)$1,139,780 $1,460,501 $1,347,449 $1,511,665 Capital Outlay -Replacement (10120)$0 $972,294 $914,356 $899,366 *Depreciation/Replacement Fund $150,000 $150,000 $150,000 $150,000 Total Expenses $1,289,780 $2,582,795 $2,411,805 $2,561,031 add back transfer to replacement account $150,000 $150,000 $150,000 $150,000 ENDING CASH 10100 Cash: Operating $1,060,971 $839,470 $1,082,443 $1,027,857 10120 Cash: Designated Equip Replacement $605,188 $240,072 $298,010 $174,972 Total Cash $1,666,159 $1,079,543 $1,380,453 $1,202,830 PROJECTED REVENUE AND FUND SUMMARY FUND: 5510-460-430840;430845 37 SOLID WASTE amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE's 8.50 8.50 8.50 8.50 110 Salaries & Wages $464,324 $569,256 $548,330 $609,618 112 Severance $0 $0 $0 $0 121 Overtime/Call Outs $7,903 $8,000 $5,565 $8,000 153 Health Insurance $97,320 $110,316 $114,476 $130,621 155 Retirement - PERD $37,649 $45,597 $44,868 $49,414 Subtotal $607,196 $733,170 $713,239 $797,654 Materials and Services: 213 Office Equip/ Computer Equip & Supplies $10,474 $16,500 $10,435 $17,500 218 Non Capital Equip.- Garbage Containers $49,674 $71,200 $63,722 $65,000 229 Other Supplies/Safety Equip/Consumable Tools $6,365 $5,500 $5,128 $6,500 231 Gas and Oil $97,882 $116,000 $89,711 $119,900 341 Electricity $1,388 $2,050 $1,667 $2,050 344 Natural Gas $3,418 $4,500 $2,838 $4,500 345 Telephone $2,113 $3,500 $2,088 $3,500 354 Contract & Consultant Services $38,218 $157,000 $129,377 $110,000 355 Collection & Disposal Services $0 $0 $0 $3,500 362 Equipment Maint. & Supplies/Radios $44,531 $55,000 $34,230 $55,000 366 Building Maintenance $1,683 $5,000 $36 $5,000 373 Dues & Training $2,369 $10,000 $6,265 $10,000 388 Medical Services $789 $900 $400 $900 510 Property & Liability Ins. $24,861 $28,110 $28,110 $31,408 512 Uninsured Loss - Deductible $1,000 $4,000 $12,673 $15,000 521 Central Garage Transfer $92,039 $109,052 $109,051 $105,779 522 Administrative Transfer $43,982 $49,324 $49,324 $61,097 528 Information Tech. Transfer $41,978 $49,695 $49,155 $57,377 Subtotal $462,764 $687,331 $594,210 $674,011 FUND: 5510-460-430840;430845 EXPENSE DETAIL 38 SOLID WASTE amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 430840 Capital Outlay: 820 Alley Paving - transfer to Gas Tax $40,000 $40,000 $40,000 $40,000 953 Shop Complex Pavement Restoration $0 $0 $0 $0 Subtotal $40,000 $40,000 $40,000 $40,000 430840 Capital Outlay: Replacement Funds (10120) 944 Machinery & Equipment $0 $914,356 $914,356 $791,700 Subtotal $0 $914,356 $914,356 $791,700 600 Debt Service - Garbage Truck $0 $57,938 $0 $107,666 831 Depreciation (fund replacement account)$150,000 $150,000 $150,000 $150,000 Total $1,259,960 $2,582,794 $2,411,805 $2,561,031 Line Item Detail: Solid Waste 218 Non Capital Equip-Garbage Containers - $65,000 Purchase of new containers for expanded service area and replacement of damaged containers. 354 Contract & Consultant Services - Total $110,000 $85,000 for consultant to complete the business plan for current and future solid waste service in the City of Kalispell. The city is at service capacity for commercial customers and nearing service limits for residential customers. The updated plan will review solid waste service policy for commercial and residential, current and future service costs, revenue requirement to support the service, and develop rates to support the service policy established by City Council. 355 Collection & Disposal Services - $3,500 This allocation facilitates the collection and disposal of various items that have been improperly discarded within the community, including but not limited to junk vehicles, tires, animals, and litter. The objective is to enhance community cleanliness and uphold environmental standards. FUND: 5510-460-430840;430845 EXPENSE DETAIL FY 2025 BUDGET HIGHLIGHTS 39 SOLID WASTE Line Item Detail: Water Fund 362 Equipment Maintenance & Supplies - $55,000 Fund for annual inspections and repairs of sidearm trucks thru the City's central garage. This is intended to allocate funds to perform an annual inspection and make repairs throughout the primary 8 years of service in an effort to increase reliability while preserving maintenance costs for the City garbage trucks. 430840 Capital Outlay: Operating Funds 820 Alley Paving - $40,000 Pave approximately six alleys and perform maintenance on existing paved alleys. Paved alleys enable garbage trucks better access to containers, improving operation efficiency, and the alleys are easier to maintain in the winter and summer months. Capital Outlay: Replacement Funds 944 Machinery & Equipment - $791,700 $80,000 - Scheduled replacement of pickup and plow. $250,000 - Used Front Load Garbage Truck $450,000 - New Front Load Garbage Truck - 5 yr loan $11,700 - Hybrid Truck - Scheduled replacement of 2005 vehicle used for field inspections. Cost shared between Public Works, Water, Sewer, Storm, Street and Solid Waste. Total Cost $70,200. If the City receives the Energy Block Grant it would cover 54% of the total allocated cost. FY 2025 BUDGET HIGHLIGHTS - con't. FUND: 5510-460-430840;430845 40 AMERICAN RESCUE PLAN - INFRASTRUCTURE CONST. ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 Cash, Capital Project $0 $0 $0 $0 REVENUE 334000 St of Mt competitive grant $0 $5,947,987 $5,435,297 $512,690 334000 St of Mt minimum allocation $3,066,691 $487,310 $0 $487,310 Total Revenue $3,066,691 $6,435,297 $5,435,297 $1,000,000 Total Available $3,066,691 $6,435,297 $5,435,297 $1,000,000 EXPENDITURES 410-430550 922 WWTP - Fermenter Rehab $0 $1,000,000 $0 $1,000,000 925 Water - Noffsinger Water Source Project (N. Main Well)$86,559 $913,441 $913,441 $0 950 WWTP - Inf. Pipe/Div. Structure Reconstruction $0 $347,957 $347,957 $0 951 Downtown Water/Sewer Main Replacement $1,924,469 $3,629,532 $3,629,532 $0 954 Sewer Main Replacement - 1st & 2nd Ave EN to Nevada $694,000 $0 $0 $0 956 Stormwater Treatment Facilities - Main & Wyoming $114,550 $263,216 $263,216 $0 969 Stormwater Treatment Facilities - Ashley Cr. Drainage $247,113 $281,151 $281,151 $0 Total Capital $3,066,691 $6,435,297 $5,435,297 $1,000,000 Total Expenses $3,066,691 $6,435,297 $5,435,297 $1,000,000 ENDING CASH 10100 Cash, Capital Project $0 $0 $0 $0 FUND: 5720-410-430550 PROJECTED REVENUE AND FUND SUMMARY PROGRAM DESCRIPTION The American Rescue Plan Act of 2021 included $19.5 billion of aide for cities and counties with populations under 50,000. This emergency legislative package was to provide the resources needed to address the ongoing COVID-19 public health crisis and spur a strong economic recovery. 41 Page Fund Dept 1-3 6010 Central Garage 729,373$ 4-6 6030 Information Technology 1,803,266$ Total 2,532,639$ INTERNAL SERVICE FUNDS PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: (3 FTE) 1 Mechanic Supervisor 2 Mechanics GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES The Central Garage provides an internal customer service response for the proper maintenance and service of the city's fleet of vehicles and equipment. The FY25 Central Garage budget supports continued automotive and equipment service and repairs for the City’s growing fleet. Expenditures provide for in-depth training opportunities for mechanics to stay informed on the technical aspects of design and repairs of vehicles and equipment, and for the installation of a pressurized under body wash system, optimizing efficiency for maintenance and repair tasks. CENTRAL GARAGE FUND #6010 1. Provide cost effective and efficient operation for fleet maintenance services. CENTRAL GARAGE FUND: 6010 ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: operating $197,350 $144,705 $144,705 $118,287 Total Cash (beginning of year)$197,350 $144,705 $144,705 $118,287 REVENUES 342050 Fees for Services $515,000 $615,000 $619,133 $645,000 364030 Misc.$145 $0 $400 $0 371010 Investment Earnings $5,279 $1,500 $5,954 $1,500 Total Available $717,774 $761,205 $770,192 $764,787 EXPENSES Personal Services $224,106 $274,281 $266,215 $292,374 M & O $348,963 $409,482 $373,458 $418,999 Capital Outlay $0 $14,650 $12,232 $18,000 Total Expense $573,069 $698,413 $651,905 $729,373 ENDING CASH Operating cash available $144,705 $62,792 $118,287 $35,414 PROJECTED REVENUE AND FUND SUMMARY 1 CENTRAL GARAGE ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 Personal Services: FTE'S 3 3 3 3 110 Salaries and Payroll Costs $172,178 $212,006 $206,959 $227,612 121 Overtime $0 $2,500 $0 $2,500 153 Health Insurance $38,542 $43,204 $42,994 $44,275 155 Retirement $13,386 $16,571 $16,262 $17,987 Subtotal $224,106 $274,281 $266,215 $292,374 Maintenance & Operations: 210 Office Supplies, Computers & Software $13,612 $19,500 $13,449 $21,500 229 Equipment (Non Capital);Safety Equip, other Supplies $10,924 $10,700 $8,602 $11,700 230 Oil $18,101 $26,500 $18,198 $26,500 231 Gas $1,560 $1,900 $1,075 $1,900 232 Motor Vehicle Parts $164,644 $160,000 $172,789 $165,000 233 Tires $50,688 $60,500 $57,357 $62,000 238 Filters $9,561 $10,500 $8,577 $10,500 241 Consumable Tools, Books $1,642 $2,100 $1,947 $2,100 341 Electricity $3,701 $5,900 $3,425 $5,000 342 Water $783 $2,000 $854 $2,000 344 Natural Gas $9,994 $12,500 $9,072 $12,500 354 Contract Services-Repairs $35,467 $40,000 $40,011 $40,000 360 Wash bay repairs and maintenance $155 $6,000 $503 $6,000 362 Equipment Repairs & Building Maint.$3,672 $10,000 $5,603 $6,000 373 Dues & Training $1,470 $12,000 $3,000 $12,000 388 Medical Services $55 $500 $215 $400 510 Insurance $5,328 $5,402 $5,401 $6,000 528 Information Tech. Transfer $19,701 $23,480 $23,380 $27,899 Subtotal $351,058 $409,482 $373,458 $418,999 Capital Outlay 921 Scan Tool Replacement $0 $0 $0 944 Machinery, Equipment & Tools $0 $14,650 $12,232 $18,000 Subtotal $0 $14,650 $12,232 $18,000 Total $575,164 $698,413 $651,905 $729,373 FUND: 6010-410-431330 EXPENSE DETAIL 2 CENTRAL GARAGE Line Item Detail: CENTRAL GARAGE 210 Computer Equipment/Software/Supplies - $21,500 Includes funds for a City Works software license for a fleet management module, scan tool annual licenses, and to meet the computer replacement schedule. 232 Motor Vehicle Parts - $165,000 The City's fleet continues to grow and part costs are increasing. The newer equipment requires replacement of parts that in the past we were able to repair. 373 Dues & Training - $12,000 It is necessary to travel out of state for specialized training for the City's fleet. 944 Machinery & Equipment - $18,000 $18,000- Pressurized under body wash system for the shop bay. This system allows vehicles and equipment to drive over the spray, ensuring thorough cleaning underneath. Removing dirt and grime extends the lifespan of your equipment and vehicles, and optimizes efficiency for maintenance and repair tasks. FUND: 6010-410-431330 FY 2025 BUDGET HIGHLIGHTS 3 PURPOSE OF THIS DEPARTMENT: DEPARTMENT PERSONNEL: IT Support Specialist; 1 Media Specialist, 2 GIS Specialists GOALS OF THIS DEPARTMENT: INTENDED OUTCOMES FROM BUDGET EXPENDITURES: Network connectivity within the city shops complex and buffalo hill will change. One network switch at city hall will be replaced. INFORMATION TECHNOLOGY FUND #6030 The Information Technology department provides information systems to city staff for the respective services the city of Kalispell offers. As an internal service department, the IT department runs the operations of the IT network, servers and applications, while supporting all city staff IT requests and projects. Additionally, the IT department provides a means to distribute information through IT services such as the city website, broadcast of public meetings, email and the electronic document repository. 1 Information Technology Director; 1 System Administrator, 1 1. Maintain computer systems for the provision of municipal services. 2. Maintain external communication systems for the dissemination of information to the public. Computers are replaced on a 5 year replacement schedule. Servers vary between 4-5 years. Limited devices are extended to longer than 5 years. 70 servers, computers, and laptops will be replaced from a combination of new and repurposed equipment. Repurposed computers receive new hard drives and a fresh image. IT staff will reimage Windows 10 computers with Windows 11 operating system, in advance of the end of support for Windows 10 in FY 26. Printer driver deployment will be done via cloud deployment. Five printers will be setup to have users receive printer drivers for direct printing from a cloud based print service. The primary backup and recovery system will change to a different system and utilize a cloud based replication target. Fiber between the city hall and public safety building will be replaced after switch logs indicated failure. SMS/text notifications will be an option for utility billing customers. The police and fire scheduling systems data will be integrated data in the existing electronic time card reporting system for other city staff. INFORMATION TECHNOLOGY FUND amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating 598,331$ 484,354$ 484,354$ 474,179$ 10120 Cash, Replacement account 35,000$ 75,275$ 75,275$ 31,370$ 633,331$ 559,629$ 559,629$ 505,549$ REVENUES 393000 Charge for service-other Funds 629,126$ 726,448$ 726,438$ 856,399$ 335230 Entitlement (General Fund share)370,000$ 440,000$ 440,000$ 450,000$ 341027 Charter Franchise Fees (General Fund share)145,015$ 225,000$ 135,070$ 225,000$ 371010 Interest 15,667$ 10,000$ 21,472$ 10,000$ 364030 Misc./ sale 185$ -$ 1,735$ -$ Total Revenue 1,159,993$ 1,401,448$ 1,324,715$ 1,541,399$ Total Available 1,793,324$ 1,961,077$ 1,884,344$ 2,046,948$ Information Technology 1,173,495$ 1,463,255$ 1,156,610$ 1,721,512$ Equipment 15,475$ 46,525$ 93,530$ 10,000$ Equipment from Replacement $ 44,725$ 160,025$ 128,655$ 21,754$ Depreciation/Replacement reserve 50,000$ 50,000$ 50,000$ 50,000$ Total expenses 1,283,695$ 1,719,805$ 1,428,795$ 1,803,266$ add back depreciation 50,000$ 50,000$ 50,000$ 50,000$ 10100 CASH: Operating 484,354$ 291,272$ 474,179$ 234,066$ 10120 Cash, Replacement account 75,275$ -$ 31,370$ 59,616$ Total Cash 559,629$ 291,273$ 505,549$ 293,682$ EXPENSES FUND: 6030-403-410580;410585 PROJECTED REVENUE AND FUND SUMMARY ENDING CASH 4 INFORMATION TECHNOLOGY FUND amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 401-410580 Personal Services: FTE's 6.00 6.00 6.00 6.00 110 Salaries & payroll costs 389,875$ 501,721$ 461,055$ 530,357$ 112 Salaries - Retirement -$ -$ -$ 121 Overtime 760$ 1,000$ 176$ 1,000$ 153 Health 79,227$ 102,551$ 93,458$ 107,981$ 155 Retirement 32,418$ 41,699$ 38,820$ 44,568$ Subtotal 502,280$ 646,972$ 593,509$ 683,906$ 403-410580 Maint. & operations: 215 Office Supplies, Ship & Recycle 5,033$ 3,900$ 1,633$ 5,100$ 218 Equipment-(non capital)27,888$ 28,080$ 28,935$ 33,100$ 325 Website & Social Media 9,017$ 10,200$ 9,794$ 12,700$ 345 Telephones - Cellular -$ 2,800$ 2,680$ 2,800$ 346 State of MT network 6,568$ 8,428$ 7,687$ 8,280$ 353 LaserFiche Electronic Repository & Public Access 11,568$ 13,000$ 11,630$ 13,000$ 354 Contracted Labor 68,435$ 82,500$ 33,043$ 50,500$ 355 Software & Licenses 20,780$ 32,959$ 24,055$ 40,621$ 356 Support/Maintenance Contracts 133,393$ 133,050$ 87,945$ 275,200$ 357 AV Capture All Meeting Streaming 7,800$ 7,800$ 9,000$ 9,000$ 358 Office 365 E-mail & Microsoft Office 60,387$ 79,666$ 72,291$ 109,265$ 359 Private Fiber City Buildings Network 14,966$ 18,600$ 18,417$ 25,080$ 360 Multi Factor Authentication 9,792$ 9,000$ 8,599$ 12,004$ 373 Training/school/memberships 12,680$ 16,960$ 10,182$ 20,670$ 510 Insurance 8,221$ 7,952$ 7,952$ 7,952$ 660 Lease Interest Expense 1,334$ -$ -$ -$ 835 Lease Amortization Expense 9,988$ -$ -$ -$ 403-410583 218 TV-Video Equipment & programming 108,400$ 23,500$ 15,179$ 34,450$ 403-410585 Copiers, Fax, Office machines, Phones 229 Supplies (leased equip. supplies, paper, etc.)16,689$ 18,223$ 12,645$ 19,657$ 345 Phone - Centrex 86,612$ 265,433$ 147,162$ 250,000$ 532 Copier Leases (8)1,981$ 13,460$ -$ 16,300$ Subtotal 621,532$ 775,510$ 508,829$ 945,679$ FUND: 6030-403-410580;410585 EXPENSE DETAIL 5 INFORMATION TECHNOLOGY FUND amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 405-410588 Equipment: DEPT. 940 Network Equipment Capital 44,725$ 160,025$ 128,655$ 21,754$ 403-410585 942 Servers -capital 15,475$ 46,525$ 93,530$ 10,000$ 4xx-410588 218 Police Dept. (413)21,028$ 29,600$ 26,548$ 29,600$ 354 Police - Hosted server (413)2,637$ -$ -$ -$ 218 Park's Dept. (436)3,581$ 4,300$ 4,383$ 8,852$ 218 Public Works (410)6,816$ 6,922$ 6,445$ 3,310$ 218 Attorneys (404)609$ 3,460$ 3,920$ 2,690$ 218 Fire Department (416)7,761$ 22,630$ 5,867$ 33,765$ 218 MGR/HR/Mayor/Clerk/Finance- (401) 6,475$ 4,300$ 5,536$ 8,750$ 218 Community Economic & Development (480)319$ -$ -$ -$ 218 Planning & Zoning (420)457$ 4,350$ 1,573$ 4,960$ Subtotal 109,883$ 282,112$ 276,457$ 123,681$ 403-510400 831 Depreciation / Replacement reserve 50,000$ 50,000$ 50,000$ 50,000$ Total 1,283,695$ 1,754,595$ 1,428,795$ 1,803,266$ EXPENSE DETAIL FUND: 6030-403-410580;410585 6 Page Fund Dept 1-14 TBID Annual Marketing Plan 15 7855 Tourism Business Improvement District 16 7855 Tourism Business Improvement District 1,171,200$ 15-18 BID Budget Letter 19-20 2701 Business Improvement District 125,167$ Total Component Units 1,296,367$ COMPONENT UNITS Discover Kalispell – FY25 DMO Plan Page 1 Discover Kalispell FY25 DMO Plan and Budget Contents Page Who We Are 2 Strengths 2 Opportunities 3 Challenges 4 Discover Kalispell’s Strategic Role for FY25 5 Define our Audience and Emerging Markets 7 What Research Supports the Strategy 8 Goals, Tactics & Objectives 11 Discover Kalispell Structure and Team 14 Discover Kalispell – FY25 DMO Plan Page 2 Kalispell is an unfiltered mountain town that remains true to itself. Kalispell is a place that believes in living with intention, supporting one another and making the most of every day. It’s a place that accepts you as you are and encourages intentional exploration, all while soaking up fresh mountain air, playing on our glacial-fed waters, tasting Montana’s culinary offerings and rubbing elbows with the locals. In Kalispell VentureBOLDLY is our mantra, it’s a call that grounds us in and to this beautiful corner of the world we call home. To truly understand what venture boldly means in Kalispell, we invite you to learn more about its three-pronged definition: Intention – Our roots and traditions run deep. We live with intention and make bold moves with a firm understanding of who we are, where we come from and how we’ll grow. Stewardship – As residents of Montana, we serve as stewards of this special place. Whether you’re here for a minute or a month, we ask visitors to be mindful of the impact they have on this place, from public lands to local businesses. Stronger Together – As with anything in life, we know we’re better together. Kalispell is a place for dreamers, makers, doers, creators and intrepid spirits to live fully and boldly embrace adventures. A community known for coming together to solve problems, putting collective energy around getting things done. Discover Kalispell is a Destination Marketing and Destination Stewardship organization, dedicated to fostering a vibrant year-round tourism industry through a community-centric approach. We are committed to actively engaging in a collaborative, multi-stakeholder effort to preserve the rich cultural heritage and environmental vitality of Kalispell. Kalispell’s Strengths • The Parkline Trail, a two-mile linear trail through downtown and connecting to the Great Northern Rail Trail has spurred redevelopment in the downtown core, adding to the goal of 18-hour vibrancy and walkability throughout the heart of the city. • City of Kalispell saw 1,180 new resident units constructed between 2022 and 2023 with 79% of those units multi-family, improving the availability of attainable and workforce housing. • Kalispell is home to the Conrad Mansion Museum, Hockaday Museum of Art, Northwest Montana History Museum, Wachholz College Center, Glacier Symphony and Chorale, art galleries, street art and juried arts & crafts shows and events. • The Wachholz College Center, a performing arts center located at the Flathead Valley Community College, includes a 1,000-seat auditorium, lecture hall and flexible event space. The center has featured a star-studded line up of year-round national- caliber performances and events. Discover Kalispell – FY25 DMO Plan Page 3 • Glacier Range Riders, a Pioneer league baseball team playing at Glacier Bank Park in Kalispell. • Kalispell is in the center of iconic natural landmarks: 32 miles from the entrance to Glacier National Park, 10 miles to Flathead Lake, and surrounded by 2 million acres of Flathead National Forest. Eleven state parks in the valley provide trails, interpretative visitor services, and water-based activities. • Kalispell’s Glacier Park International Airport ranked #3 in boardings for airports in Montana in 2023. GPIA saw a total of 455,837 enplanements, an 8.4% increase over 2022. Residents and visitors have more options for business or leisure travel through increased seat capacity year-round. GPIA is undergoing a $150 million terminal expansion to handle increased traffic over the next 20 years. Phase 1 of the new terminal opened in March 2024. Glacier AERO, a non-profit organization represented by Flathead Valley business and tourism industries, serves to increase winter and year-round flights through revenue guarantees and other partnerships with the airlines. • Logan Health is the region’s independent heathcare system. 2023 saw the merger of Logan Health and The Billings Clinic creating a state-wide health system for Montana. • Workforce Flathead, led by the Discover Kalispell Chamber convenes students, job seekers, educators and employers to support the jobs of today and grow jobs for the future including for the travel and hospitality sector. Additionally, the Chamber- led Childcare Action Steering Council launched four childcare action teams resulting in identifying 500+ childcare slots over the next two years. Opportunities • As the regional trade center for northwest Montana, Kalispell is holding steady as the 6th fastest growing micropolitan city in the U.S. A measurement of factors that show Kalispell is well-positioned for long-term sustainable economic strength. Moderate growth continues in healthcare, advanced manufacturing and tourism. • Discover Kalispell and the Discover Kalispell Chamber function as one organization, each working to support the local economy, community vitality, business and industry. We serve to Venture Boldly while remaining Future Ready, assuring Kalispell is well-positioned for long-term sustainable economic strength. • New indoor and outdoor sports venues came online in 2023 and additional indoor facilities are scheduled to break ground in 2024. With the increase in available venue Discover Kalispell can grow our sales efforts to recruit adult and youth sports tournaments. • Community development priorities include improved ground transportation to lessen traffic congestion particularly during the peak season. Visitors need options to get from the airport to city centers, to lodging and to Glacier National Park. Discover Kalispell – FY25 DMO Plan Page 4 Challenges Travel and Hospitality Industry: • Visitation patterns in northwest Montana have shifted since the pandemic, summer months now have available lodging capacity. Visitation trends can be impacted by the U.S. economic conditions, travel costs, and local factors such as GNP vehicle reservation system and climate conditions such as low snow levels this winter. • Hotel lodging demand in Kalispell decreased 3% during 2023, and 10% since 2021. RevPAR had seen steady growth since 2021 based on solid occupancy and strong ADR. The recent double-digit drop in occupancy has created a decrease in revenue Jan-Mar 2024. Booking for the late spring and summer are trending lower than normal, shorter planning windows may attribute to that trend. (STR) • Short term rental inventory in Kalispell and Flathead County experienced a fourth year of increase during 2023, which impacts hotel demand. Although short term rental inventory continues to build, 2024 data shows a slowing with a decrease in OCC, ADR and revenue. Supply may have surpassed current demand. (AirDNA) Northwest Montana: • 2023 saw adjustments to the business market, primarily with increasing interest rates and construction costs prompting a slowing in commercial and single-family developments. • Glacier National Park has continued the vehicle reservation pilot system for summer of 2024. Separate vehicle reservations are now required for the west side of the Going-to-the-Sun Road, North Fork/Polebridge entrance and Many Glacier areas of the park, May 26 - September 8, 2024, 6am – 3pm. • Climate conditions continue to become more unpredictable and severe creating challenges when promoting outdoor recreation and outdoor sports and events. Seasonal weather impacts include low snowpack, wildfires and unhealthy air quality, low water levels impacting water recreation on Flathead Lake and fisheries throughout the region. Outdoor recreation plays an important role as a driver of visitations for Kalispell and northwest Montana. As climate events become more frequent and severe, the need for product development to attract and retain visitors becomes greater. • Aquatic Invasive Species post a threat to the Flathead Basin waterways. Introduction of non-native species disrupts the balance of native ecosystems threatening the recreation viability in our area. Discover Kalispell will continue to support FWP’s communications of Clean, Drain and Dry and watercraft inspection stations. Discover Kalispell – FY25 DMO Plan Page 5 DISCOVER KALISPELL’S STRATEGIC ROLE IN FY25 A strategy to build economic vitality through tourism balanced with community stewardship and development. We acknowledge that while promoting destinations remains a cornerstone for DMOs, it's equally vital to address the challenges posed by community growth. Discover Kalispell is committed to integrating destination stewardship, management, and development efforts to not only support local businesses but also ensure sustainable growth and prosperity for our mountain community and tourism economy. MMGY Next Factor identified a broad mandate for the role of a DMO. A DMO serves to facilitate community alignment, government relations and advocacy, sustainability, social inclusion and belonging, economic workforce and development and resident engagement and support. In this marketing plan, it is evident that Discover Kalispell's mandate is centered on fostering balanced and strategic destination marketing initiatives. Our priority lies in preserving the heritage and cherished way of life for residents, while also actively participating in conservation efforts for open spaces. Moreover, we aim to safeguard the Montana tourism industry from funding disruptions and counter any misrepresentation of tourism’s value to northwest Montana. DESTINATION MARKETING - 55% of organization’s operations Integrated approach to paid, earned and owned media to promote year-round travel, emphasizing winter, unique Kalispell experiences, local businesses, and Go With A Guide to assure responsible recreation. • Increase visibility and engagement with target audiences through various digital advertising channels. • Build awareness of Kalispell as a destination for sports and group events through targeted media. • Develop comprehensive campaigns in direct flight markets, prioritizing flights that run outside of the June-Labor Day timeframe. • Implement retargeting strategies within evergreen campaigns to re-engage with users who have previously interacted with the brand. • Utilize AI-powered platforms to optimize advertising and target relevant audiences. • Maintain and enhance DiscoverKalispell.com to provide engaging content, easy to use trip planning tools, and resources for business development marketing. Discover Kalispell – FY25 DMO Plan Page 6 DESTINATION STEWARDSHIP/MANAGEMENT - 15% of organization’s operations • Visitor Services: Develop visitor services appropriate to today’s consumer. Use online resources, AI tools, and local partners to disseminate visitor resources to promote Kalispell as a destination and promote TBID and Chamber member businesses. • Community Development Grants: Foster community engagement and the beautification and vitality of Kalispell through utilization of Discover Kalispell’s Community Development Grant funding. • Crisis Communication: Continue to build relationships with partners to deliver accurate, up-to-date information seamlessly to locals and visitors during crises such as wildfires, smoke, floods, low water level. • Accessibility: Grow Discover Kalispell’s accessibility resources by being better informed as to what Kalispell has and needs to implement for travelers with accessible limitations. Help inform local businesses to improve accessibility resources. • Workforce Development: Educate and build resources about Kalispell and Discover Kalispell to provide to businesses in the Flathead area, particularly those with front desk or customer service operations. DESTINATION DEVELOPMENT (Business Development/Sales) - 30% of organization’s operations Secure new destination events, sports tournaments, and meetings and conventions. Bring additional tour operator and small group business to Kalispell, spreading those room nights amongst a greater number of TBID properties. • Develop marketing and sales plan to grow the sports tourism market working cooperatively with current and future sports venues and clubs. • Continue to build connections and secure booked business in the military reunion, government and association segments. Discover Kalispell – FY25 DMO Plan Page 7 • Drive continued growth in the M&C segment securing RFP’s for group events strategically maximizing the utilization of convention space within TBID conference hotels and other large venues. • Attend trade shows to connect with organizers of events, sport and group business, targeting tour operator, meeting planner and sports event shows that provide direct contact with planners. • Outreach to the local business community to solicit and incentivize leads for group business through the Bring Your Meeting Home to Kalispell program. DEFINE OUR AUDIENCE Who We Wish to Attract – definition of Discover Kalispell’s high-value visitor: • Visitors that will stay more than one night in Kalispell. • Visitors who are interested in fall, winter and spring travel. • Visitors who are respectful of natural resources and strive to recreate responsibly. • Visitors who are interested in local restaurants, craft beverages and shopping. • Visitors who seek adventures outside of the heavily traffic activities and recreation areas. • Visitors who are seeking: o Sporting events o Destination events o Accessible travel resources • Business travelers • Group travelers – meeting planners, domestic and international tour trade, other group travel such as reunions, incentive travel, niche interest groups. Who is the current Kalispell Visitor – mobile location and credit card data informs Discover Kalispell’s seasonal evergreen and retargeting campaigns. 2023 non-resident visitors that stayed at least one night in Kalispell: • 2,700,000 visitors • Average group size - 2.5; average age 52 • Top U.S. geographic markets of origin: WA, FL, MN, CO, UT, IL, ID, AZ, WI, TX • 52% of travel groups had no first time visitors (ITRR) Top origin markets to Kalispell in 2023 (% of total devices): Spokane 13.3% Missoula 10.7% Great Falls 6.3% Seattle 5.4% Salt Lake City 4.7% (Zartico) Discover Kalispell – FY25 DMO Plan Page 8 Spending by category in Kalispell (% of total spend, all visitors): 1. Food – 42.2% 2. Retail – 20.9% 3. Accommodations – 17.1% 4. Gas & service stations – 8.9% 5. Transportation – 6.0% 6. Outdoor Recreation - 1.6% (Zartico) Visitor Credit Card Spending in Kalispell for 2023 • Credit card spending by domestic non-resident visitors was $218 Million, a 4.5% decrease YOY. • Credit card spending by international visitors equaled $15 Million, a 28% increase YOY. 93% of that spending was by Canadian visitors. (Visa Destination Insights) Top spend in Kalispell by domestic CMAs: Q1: Missoula, Seattle, Salt Lake City, Bozeman, Helena Q2: Missoula, Seattle, Phoenix, Los Angeles, Bozeman Q3: Missoula, Seattle, Los Angeles, Phoenix, Bozeman Q4: Missoula, Seattle, Bozeman, Los Angeles, Helena, Spokane (Visa Destination Insights) Emerging Markets • Leisure - direct flight markets (new and flights with increased seat availability): Dallas, Burbank/LA area, San Diego, and Sonoma County. • Sports Tourism – with increasing number of indoor and outdoor sports facilities in our area Discover Kalispell is placing an increased focus on attracting youth and adult sports and adventure events. • Groups – segments looking for unique venues and experiences. WHAT RESEARCH SUPPORTS THE DMO STRATEGY Strategy: prioritize tourism marketing initiatives that increase visitations in the fall, winter and spring. Occupancy data, as well visitor to resident ratio sentiment by residents, demonstrates there is capacity to increase visitations outside of the peak season. While shoulder season promotions are prioritized, decrease in average occupancy during summer indicates the necessity for effective destination marketing and sales efforts year-round. • Kalispell average annual occupancy (2023): 58% Discover Kalispell – FY25 DMO Plan Page 9 • Average occupancy June-September (2023): 78% • Average occupancy October – May (2022-2023): 48% Flathead County has over 12,000 jobs supported by nonresident travel (ITRR 2022). While shoulder season promotions are prioritized, the decrease in occupancy during the summer months indicates the necessity for year-round destination marketing and business development initiatives. Montana Travel and Recreation Research The Montana resident attitudes interactive data shows that residents want a balanced approach towards tourism in the state. Flathead County residents recognize that while overall benefits outweigh the negative (49% agree), only 22% agree that if tourism increases in Montana the overall quality of life for residents will improve. The Montana Travel Experience Survey of nonresidents shows that the trip planning window continues to decrease. 1-4 weeks ranks high as a time frame to start planning route and sites to visit. Planning activities is primarily done less than 1 week before the visit. In that same study, repeat visitors to Montana had a positive response to changes of flourishing downtowns, increased amenities and better roads and signage. But those visitors were dismayed at the increase in travel costs, crowds, and wildfire smoke and adverse weather conditions. (Institute for Recreation Research at the University of Montana) Tourism Digital Marketing Trends • Most Facebook videos are watched without sound, highest reach have text overlay. • Use stories that link to your website, tell a story and have a min of 4 slides. • 118.3 million leisure travelers (78% of all leisure travelers) participate at some level in cultural and heritage activities while on their leisure trip. • Most U.S. adults use YouTube and Facebook, about half use Instagram. • Most popular from greatest to least: YouTube, Facebook, Instagram, Pinterest, TikTok. • The best opportunity for video engagement is less than 1 minute. • Facebook recommends keeping videos to around 15 seconds, research shows 47% of the value in a video is delivered in the first 3 seconds. • Instagram videos that average 26 seconds receive the most comments. • Viewers want storytelling within 7-15 seconds, as well as video series to follow. (Dave Serino, TwoSix Digital) Discover Kalispell – FY25 DMO Plan Page 10 Increased Cost of Paid Media (CPM) and Cost Per Acquisition (CPA) Requires a Larger Media Budget for DMO’s to Remain Competitive. • Global digital advertising spend has increased 10.6% since 2022 and 18.9% since 2021. (Meltwater) • Dentsu Global Ad Spend states that what’s driving the increase in spend is economic stabilization, digital innovation and cyclical occurrences such as elections. • Between 2022 and 2023 ad buy on Meta has increased by 61%, Google programmatic display by 75%, search ads by 14%. As CPM increases it drives up CPA. (Linked In Digital Advertising Prices) U.S. Market Review – Travel Demand Despite recent slowing, growth trends largely continue across sectors: • U.S. domestic leisure: Trips have fully recovered to 2019 levels, though growth has decelerated due to tighter credit conditions and the restarting of student loan payments. • Modest lodging demand growth in the U.S. will be supported by household prioritization of travel, a continued rebuilding of business travel and group events, and a rebound in international visitation (Tourism Economics) • The latest STR/Tourism Economics lodging forecast expects RevPAR in the U.S. to grow 4.1% in 2024, moderately slower than 2023 (4.9%), with an expected 3.1% gain in ADR. • International inbound: Pre-pandemic levels are not expected to return until 2025 as the strong dollar and visa wait times continue to pose challenges, but 2023 ended with international visitation at 84% of 2019 levels. The U.S. is experiencing a highly unusual travel trade surplus with outbound travel outpacing inbound travel. • Travelers still feel generally optimistic about their financial circumstances—especially in comparison to the average American adult—and remain financially committed to travel. • A recent Longwoods International study reports 26% of travelers say financial concerns will greatly impact their decision to travel within the next six months— emphasizing the importance of value perception especially among lower-income earners. (Tourism Economics, STR, Future Partners, Longwoods International) Discover Kalispell – FY25 DMO Plan Page 11 GOALS, TACTICS and OBJECTIVES Goals 1. Increase visitation to meet the needs of Kalispell's visitor distribution goals of seasonality, niche markets and diverse audiences. Tactics: Targeted campaigns promoting fall, winter and spring travel, niche activities and inclusivity using paid media, website marketing, owned media and digital asset acquisition. Objective: Create 6 new short form videos for organic and creative storytelling. Utilize retargeting strategies within DK seasonal evergreen campaigns to re-engage users linking them to Instagram and DK trip planning tools. 2. Tourism sales initiatives to attract sports, events, group travel, tour trade, and meetings and convention segment bookings. Tactics: Attend trade shows for direct contact with planners, host FAMs, conduct out-of-market sales calls and client events and produce sales and promotion collateral and resources. Objectives: Execute 20 sales calls or client events. Produce 2 videos to use in group and sports tourism sales promotions. Award incentive grant funding to secure large group events. 3. Enhance destination storytelling through earned media. Tactics: Host travel media to achieve earned media in targeted publications, websites and social media. Select journalists that are on assignment or have ability to pitch for quick turnaround, or influencers with adequate following. Articles and posts should be designed to promote the travel season during which they were hosted. Objective: Host two travel media events in FY25 during fall, winter or spring, with itineraries that highlight Kalispell’s unique activities and assets that are available to visitors. 4. Encourage residents and visitors to travel and recreate responsibly and respectfully. Align visitor education programs with community values. Tactics: Discover Kalispell – FY25 DMO Plan Page 12 Deploy educational resources to visitors through owned and sponsored media channels. Support messaging that is important to community stakeholders and land managers. Offer seamless crisis communication services to both locals and visitors. Objectives: To educate visitors on Leave No Trace and responsible recreation principles, schedule a minimum of one post per month on each DK social media channel, utilize DK’s Treat it Like Grandma’s House reels and promote opportunities for volunteer and guided experiences. 5. Develop visitor services that align with leading trip planning and booking trends, enhancing opportunities for an exclusive and genuine travel adventure. Tactics: Increase connection with visitors beyond the traditional VIC services during the trip planning phase and when in-market. Use online resources, AI tools and local partners to disseminate visitor resources and promote member businesses. Objective: Deliver visitor guides, Flathead Valley maps, informational displays to partners including hotels, shops, restaurants, airport and rental cars. Use trackable (paid) QR codes to gauge ROI. 6. Be engaged in destination, product and experience development that benefits residents and visitors. Tactics: Provide grant funding for new and expanding events that generate room nights stays in Kalispell and for community/visitor asset development projects. Objective: Employ community outreach programs to identify partners that can execute two new community asset development projects. 7. Support tourism workforce development and hospitality training. Tactics: Provide resources to local businesses for hospitality guest services training. Partner with Kalispell Public Schools and Workforce Flathead to promote hospitality jobs. Objective: Create and distribute a Kalispell visitor resource book to assist front desk staff to relay important, up-to-date and accurate information to visitors. Discover Kalispell – FY25 DMO Plan Page 13 8. Be an active partner on initiatives for natural resource sustainability. Tactics: Partner with local organizations such as Flathead Lakers, Flathead River Alliance, Flathead Trails Association and FWP to support conservation projects related to visitor amenities and visitor impacts. Objective: Champion two projects led by local natural resource groups through sponsorships, messaging, and volunteering. Discover Kalispell – FY25 DMO Plan Page 14 DISCOVER KALISPELL STRUCTURE AND TEAM Discover Kalispell, the Kalispell Convention & Visitor Bureau, is a division of the Discover Kalispell Chamber. Discover Kalispell is funded through two contracts with public agencies and generates private funds through event registration fees and sponsorships. The Chamber has contracted with the State of Montana for Kalispell’s share of the lodging facility use tax since 1987. In 2010, the Kalispell Chamber/CVB assumed administration of the Kalispell Tourism Business Improvement District (TBID) under an agreement with the City of Kalispell and Kalispell hoteliers. The Kalispell TBID district is currently authorized to 2030. The FY25 Discover Kalispell DMO plan serves to direct the initiatives and spending for Discover Kalispell and inform and educate the Kalispell Chamber and TBID board of directors, community stakeholders, Tourism Advisory Council, City of Kalispell and the state legislature. Kalispell’s two funding sources, Bed Tax and TBID, work collaboratively to facilitate the annual DMO plan. The Discover Kalispell Team: President/CEO Discover Kalispell Chamber: Lorraine Clarno, lorraine@kalispellchamber.com Executive Director, Discover Kalispell: Diane Medler, diane@discoverkalispell.com Group Sales Manager: Dawn Jackson, dawn@discoverkalispell.com Marketing & Communications Coordinator: Marisa Mikonis, marisa@discoverkalispell.com Visitor Services Coordinator: Meche Ek, info@discoverkalispell.com 2 S. Main St, Suite 205, Kalispell, MT 59901 l 406-758-2811 l http://discoverkalispell.com FY25 TBID BUDGET TBID $4 % of budget Operations/Admin 58,560 5% Personnel 292,800 25% Education/Outreach 23,424 2% staff training, professional development 10,424 organizational memberships (AERO, MTTA, Voices, DI, DMA West)13,000 Agency Services 117,120 10% Creative, media buy, PR, social media, brand content Research 23,424 2% STR, Airdna, Visa, monthly industry reports Website - maintenance, enhancements 23,424 2% Destination Marketing 386,496 33% Marketing Resources 60,000 online platforms/subscriptions photo/video acquisition marketing partnerships/memberships trade/travel show displays, printed and online collateral Paid Media 246,496 consumer, TO, M&C, events, and sports marketing digital, print, OOH, streaming platforms, social, video, AI, etc. Earned Media 80,000 media and influencer events, partnerships and hosted trips Destination Stewardship/Management 11,712 1% Workforce development and training 3,000 Visitor services and management 5,000 Community outreach, projects and grants 3,712 Destination Development 234,240 20% Event, sports and group incentives and grants 184,240 Sales - trade shows, RFP platforms 50,000 Approved Projected Revenue 1,171,200 100% 15 TOURISM BUSINESS IMPROVEMENT DISTRICT ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY 23/24 FY23/24 FY 24/25 BEGINNING CASH 10100 CASH: $75,000 $0 $0 $0 Total Cash $75,000 $0 $0 $0 RECIEPTS (DUE TO TBID) 10100 Room Tax $625,000 $685,000 $685,000 $1,171,200 Total Receipts $625,000 $685,000 $685,000 $1,171,200 TOTAL AVAILABLE $700,000 $685,000 $685,000 $1,171,200 DUE TO Administration $48,500 $58,560 Staffing $260,000 $292,800 Education/Outreach $13,000 $23,424 Agency Services $75,000 $117,120 Research $20,000 $23,424 Website $17,000 $23,424 Destination Marketing $175,000 $386,496 Destination Stewardship/Mgmt $11,500 $11,712 Destination Development $65,000 $234,240 $700,000 $685,000 $685,000 $1,171,200 ENDING CASH CASH: $0 $0 $0 $0 PROGRAM DESCRIPTION FUND: 7855 PROJECTED FIDUCIARY RECEIPTS AND FUNDS DUE TO The Tourism Business Improvement District is a component unit of the City of Kalispell. The City does not record revenues and expenses of the district. The funds are passed thru to the Chamber of Commerce. The Chamber is responsible for managing the funds and providing the City with financial statements. 16 KALISPELL BUSINESS IMPROVEMENT DISTRICT FY2025 BID Work Plan & Budget Board Members Kisa Davison, Chair Cara Lemire Gabe Mariman Marshall Noice George Giavasis Jon Fetveit Nihcole Peterson TOTAL REVENUE Levy $50,000 Penalty & Interest $450 Class 8 PP Reimbursement $800 Assessments $60,000 Charges for Services $5,000 Interest Income $700 Reimbursements/Contributions $2,500 Projected Operating Reserves $16,194 TOTAL REVENUE $135,644 EXPENSES & PROJECTS ADMINISTRATION Contract Staff – Coordinator $40,000 Conferences & Travel $1,500 Administrative Transfer (city)$5,217 Office Supplies $200 Liability Insurance $1,500 Storage Unit Rental $1,200 MAINTENANCE Contract Staff – Maintenance $35,000 MARKETING  Website Development $1,300 Print Advertising $750 Social Media Marketing $3,000 BEAUTIFICATION Flowers & Trees $10,000 DEVELOPMENT Façade Improvement Grants $10,000 Development Activity $6,000 TOURISM  Holiday Décor Install/Removal $7,000 EVENTS & SPONSORSHIPS  Downtown Events $2,500 TOTAL EXPENSES $125,167 BUSINESS IMPROVEMENT DISTRICT FY2024/25 Annual Budget MISSION STATEMENT The Kalispell Business Improvement District is an organization comprised of its members: proud and dedicated people who work together to inspire and create a healthy, vibrant downtown culture that embodies its rich history of beauty, integrity and kindness while fostering a thriving economy. VISION STATEMENT By creating a beautiful downtown culture, Kalispell will be an attractive, worthy place for the delight of its residents, and the continued success of its entrepreneurs. PURPOSE To accomplish its vision of creating a vibrant and dynamic business district the BID will: n Build effective partnerships with businesses, institutions, property owners and city government to maintain a clean and safe community. n Attract, retain and promote quality businesses and retail segments to support our local economy. n Promote Kalispell as a renowned destination point with a business, retail, entertainment and institutional mix offering unique products, services and events. n Promote Kalispell as the preferred place to shop, work, learn and live. KALISPELL BUSINESS IMPROVEMENT PROGRAMS The following BID programs are funded by the special assessments collected from property owners within the Downtown Business Improvement District. The BID assessment for FY 2024/2025 will be $110,000. The BID will also receive approximately $9450 in additional revenue from maintenance contracts, reimbursements, and interest. Operating reserves carried forward total $16,194. In addition, the BID is working with the URA to develop a TIF grant application to increase support of Façade Improvements, Public Art Programs and Downtown Beautification Programs in downtown. BID ASSESSMENT FORMULA Montana Code Annotated 7-12-1133 (2) directs the governing body to annually assess the entire cost of the district against the entire district using a method that best ensures that the assessment on each lot or parcel is equitable in proportion to the benefits to be received. The BID Board has reviewed the current assessment formula and is recommending that the formula for fiscal year 2024 remain the same as the 2023 fiscal year. All property owners within the district will be assessed a flat fee of $100.00, $0.015 per square foot assessment and a taxable value assessment of .0225%. Owner occupied residential properties will not be assessed. The formula would leave the overall budget at approximately the same level as the 2023 fiscal year. After discussion of the new work plan the BID Board of Directors believes that the proposed assessment formula will ensure proportional benefits for the entire district. Organizational and Administration $49,617 The BID uses this portion of the budget to support administrative expenses like liability insurance, office supplies, downtown development conferences, financial administration, holiday decor storage facilities and employs one full-time leadership director. Maintenance & Cleaning Program $35,000 Each year, our dedicated maintenance team plays a crucial role in maintaining the cleanliness and beauty of our downtown area, ensuring that it remains a welcoming and enjoyable destination for residents, visitors, and businesses. From watering trees and flowers to collecting rubbish and maintaining corner flower planters, our Downtown Ambassadors are the unsung heroes behind the scenes who keep our downtown district beautiful and running smoothly. Branding and Communications $5,050 In partnership with the Kalispell Downtown Association, the Kalispell Business Improvement District launched a new look for downtown Kalispell. The BID supports the social media, online, and other marketing expenses to help promote downtown business development, community, and special events. Development Activity $6,000 The KBID maintains partnerships with downtown businesses, property owners, the Kalispell Chamber of Commerce, Discover Kalispell, the City of Kalispell and other key community stakeholders to grow, improve and develop the downtown community Façade Improvement Grants $10,000 Through our façade improvement grants program, the Kalispell Business Improvement District is committed to partnering with downtown business and property owners to ensure that our downtown area remains a vibrant, historically preserved, charming, and welcoming destination for years to come. Downtown Event Sponsorship $2,500 The BID contributes funding to the Kalispell Downtown Association to support its events, staff, marketing, and promotion of downtown retailers. Those events for 2024/2025 will include Frosty the Brewfest, The Spring Mixer, Ladies Night, two Thursday Fest events, KreepySpell, and the Holiday Stroll. Holiday Lighting $7,000 Each holiday season, the Kalispell Business Improvement District transforms downtown streets into a festive lighted gallery, spreading warmth and cheer throughout the heart of the valley. Decorations are stored in a leased facility near downtown. The Kalispell Business Improvement District received a grant award of $5,000 in fiscal year 2024/2025 from Discover Kalispell to update and purchase new holiday décor. With the granted funds, the organization purchased new lighted garland, lighted snowflakes, and outlet splitters to enhance and keep downtown beautiful. Summer Flowers $10,000 The BID purchases, installs, and maintains 175 hanging flower baskets and corner planters throughout downtown and on the Parkline last year. These popular floral displays not only add visual appeal to our downtown streets but also create a warm and welcoming atmosphere to residents, visitors, and downtown businesses alike. KALISPELL BUSINESS IMPROVEMENT PROGRAMS BUSINESS IMPROVEMENT DISTRICT #2 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 BEGINNING CASH 10100 CASH: Operating $72,868 $49,062 $49,062 $25,390 Total Cash $72,868 $49,062 $49,062 $25,390 REVENUES 311100 Levy (includes $26,500 from flat fee)$47,870 $50,000 $47,397 $50,000 311200 Penalty and interest $526 $450 $404 $450 335230 Class 8 PP reimb.$742 $850 $762 $800 363010 Assessments $64,316 $60,000 $63,922 $60,000 343014 Charges for services - garbage/parking $5,176 $5,000 $4,207 $5,000 365000 Reimursements / Contributions $6,500 $2,500 $125 $2,500 371010 Interest $1,369 $700 $938 $700 Total Revenue $126,499 $119,500 $117,755 $119,450 TOTAL AVAILABLE $199,367 $168,562 $166,817 $144,840 Total $150,305 $151,918 $141,427 $125,167 ENDING CASH CASH: Operating $49,062 $16,644 $25,390 $19,673 PROGRAM DESCRIPTION Downtown Business Improvement District was created April 3, 2017 by Resolution 5801 FUND: 2701-490-470330 PROJECTED REVENUE AND FUND SUMMARY EXPENSES 19 Ex BUSINESS IMPROVEMENT DISTRICT #2 amended ACTUAL BUDGET ACTUAL BUDGET FY22/23 FY23/24 FY23/24 FY24/25 PROGRAM: STAFFING: 210 Office Supplies $155 $200 $133 $200 354 Contract staff - coordinator $37,556 $39,000 $42,263 $40,000 355 Contract staff - other(1FT/1PT)$45,609 $45,000 $39,769 $35,000 373 Conferences/Travel/Memberships $0 $1,000 $0 $1,500 530 Storage Unit Rent $600 $600 $0 $1,200 COMMUNICATIONS: 322 Newsletter $0 $0 $0 $750 359 Web Site Development/Maintenance $1,905 $5,000 $1,703 $1,300 337 Social Media and On-line Marketing $2,626 $3,000 $4,275 $3,000 DEVELOPMENT ACTIVITY: 780 Development Activity $32,486 $15,000 $11,358 $6,000 790 Façade Improvement Program - carryover $10,000 $15,000 $15,000 $15,000 $10,000 391 Sponsorship/Events $9,500 $3,000 $3,022 $2,500 510 Insurance $1,009 $1,100 $32 $1,500 TOURISM: 323 Holiday Décor $0 $0 $0 $7,000 BEAUTIFICATION: 229 Flowers / Trees $0 $19,400 $19,515 $10,000 522 Administrative Transfer $3,859 $4,618 $4,357 $5,217 Total Budget $150,305 $151,918 $141,427 $125,167 FUND: 2701-490-470330 EXPENDITURE DETAIL 20 PAGE FUND Dept. # 1 1000 410 PUBLIC WORKS 1 1000 412 FACILITIES 1 1000 413 POLICE 1 1000 416 FIRE 1 1000 420 PLANNING 1 2230 440 AMBULANCE 1 2394 420 BUILDING 1 2500 421 STREETS 2 2215 436 PARKS 2 2600 436 FORESTRY 2 5210 447 WATER 3 5310 454 SEWER 3 5310 455 WWTP 3 5349 453 STORM SEWER 4 5510 460 SOLID WASTE 4 6010 410 CENTRAL GARAGE 4 6030 403 INFORMATION TECHNOLOGY CAPITAL IMPROVEMENT PLAN CITY OF KALISPELL FIVE YEAR CAPITAL IMPROVEMENT PLAN DEPARTMENT DESCRIPTION 2025 2026 2027 2028 2029 TOTAL PUBLIC WORKS ADMINISTRATIONVEHICLE REPLACEMENT (38,287,402,425,426,270)$70,200 $160,000 $160,000 $80,000 $470,200 1000-410-430100-xxx SCANNER/PLOTTER/SURVEY GPS SYSTEM/FIELD CONTROLLER $25,000 $35,000 $60,000 TOTAL $70,200 $160,000 $185,000 $115,000 $0 $530,200 CITY FACILITIES-MAINTENANCESTATION 61 (2of 2) NEW BOILER $60,000 $60,000 1000-412-411230 CITY HALL ROOF $85,000 $85,000 STATION 61 (2of 2) NEW BOILER GARAGE DOORS $14,000 $14,000 HVAC AIR HANDLER $150,000 $150,000 PUBLIC SAFETY PLANTERS $5,000 $5,000 COOLING TOWER $11,000 $11,000 TOTAL $175,000 $150,000 $0 $0 $0 $325,000 POLICE VEHICLE REPLACEMENT- MARKED PATROL $240,000 $240,000 $160,000 $400,000 $160,000 $1,200,000 1000-413-42014x-xxx VEHICLCLE REPLACEMENT- UNMARKED VEHICLES $80,000 $45,000 $45,000 $170,000 BEAR WINDOW REPLACEMENT $19,000 $19,000 PD RENOVATION (IMPACT FEES) $240,000 $240,000 RADIOS - PORTABLE/MOBILE $28,000 $28,000 $28,000 $28,000 $112,000 PARKING "GO-4"$30,000 $30,000 INDUSTRIAL EVIDENCE REFRIGERATOR WITH ALARM $35,000 $35,000 AXON PROGRAM FOR BWC/FLEET/TASER/INTERVIEW ROOMS/STANDARDS $150,000 $150,000 $150,000 $150,000 $150,000 $750,000 TOTAL $773,000 $467,000 $383,000 $578,000 $355,000 $2,556,000 FIRE REPLACMENT FIRE ENGINE-PUMPER $1,200,000 $1,200,000 1000-416-420400-xxx PORTABLE-MOBILE RADIO REPLACEMENTS $80,000 $80,000 NEW BRUSH APPARATUS CHASSIS $105,000 $105,000 VEHICLE ADDITION/REPLACEMENT (1/2T Crew Cab)$130,000 $70,000 $210,000 $410,000 NEW FIRE ENGINE-PUMPER- STATION 63 $1,010,000 $1,010,000 LADDER TRUCK REPLACEMENT $2,000,000 $2,000,000 STATION 63 $5,500,000 $5,500,000 TOTAL $6,825,000 $70,000 $210,000 $2,000,000 $1,200,000 $10,305,000 PLANNING AND ZONING $0 1000-420-411020-xxx $0 TOTAL $0 $0 $0 $0 $0 $0 AMBULANCE 2006 AMBULANCE CHASIS REBUILD, AMBULANCE REPLACEMENT FY28 $205,000 $325,000 $530,000 2230-440-420730-xxx STATION 63 ABMULANCE $320,000 $320,000 TOTAL $205,000 $320,000 $0 $325,000 $0 $850,000 BUILDING DEPARTMENT $0 2394-420-420530-xxx VEHICLE $100,000 $100,000 $0 TOTAL $0 $100,000 $0 $0 $0 $100,000 SPECIAL STREET MAINTENANCE/TSSTSM 16- WHITEFISH STAGE ROAD / WEST EVERGREEN DRIVE $288,893 $288,893 2500-421-430240-xxx TSM 20 - SOUTH MERIDIAN ROAD AND 7TH ST W INTERSECTION IMPROVEMENT $206,352 $206,352 TSM 21 SOUTH MERIDIAN ROAD CORRIDOR-APPLEWAY DRIVE TO CENTER STREET $323,212 $323,212 BaRSSA, Urban Renewal-WS, Gas Tax PM-MILL, OVERLAY AND CHIP SEAL PROJECTS $1,430,580 $1,430,580 $1,430,580 $1,530,580 $1,580,580 $7,402,900 PM-STRIPING PROJECTS $30,000 $30,000 $30,000 $30,000 $30,000 $150,000 ABOVE GROUND VEHICLE DETECTION UPGRADE-3 MILE DR & N. MERIDIAN RD $35,000 $35,000 HEAVY TRUCKS REPLACEMENT - (12 YD)(360,362,363,364) $0 $250,000 $250,000 $250,000 $250,000 $1,000,000 HEAVY TRUCKS NEW - (12 YD) ADD'T TRUCK ADDED TO FLEET $250,000 $250,000 HEAVY TRUCKS REPLACEMENT - (6 YD) (334)$210,000 $210,000 HEAVY TRUCKS RPLCMNT-(ICE MELT/WTR TRK)(330)$160,000 $160,000 VEHICLE REPLACEMENT-UP TO 1 TON(430,250,308,310,327)$80,000 $80,000 $80,000 $80,000 $320,000 VEHICLE REPLACEMENT - 2 TON (310)$80,000 $80,000 STREET SWEEPER- (350,351) ($350,000 COST SPLIT W/STORM)$175,000 $175,000 $350,000 MOTOR GRADER REPLACEMENT (373)$450,000 $450,000 FRONT END LOADER REPLACEMENT (370)$340,000 $340,000 ROLLER REPLACEMENT (378)$80,000 $80,000 SUPPORT EQUIPMENT REPLACEMENT - FLAIL MOWER (339)$95,000 $95,000 SUPPORT EQUIPMENT REPLACEMENT - ASPHALT ZIPPER (388)$500,000 $500,000 SUPPORT EQUIPMENT REPLACEMENT - AIR COMPRESSOR (398,212)$30,000 $20,000 $50,000 SUPPORT EQUIPMENT REPLACEMENT - SNOW BLOWER (396)$175,000 $175,000 SUPPORT EQUIPMENT REPLACEMENT - TRAILER MOUNTED MESSAGE BOARD (231)$20,000 $20,000 SUPPORT EQUIPMENT NEW - SLOPE SENSOR $11,500 $11,500 SUPPORT EQUIPMENT NEW - LEAF VAC $165,000 $165,000 SUPPORT EQUIPMENT NEW - SNOW PUSHER $12,500 $12,500 Light Maint., Wtr, Swr, Storm SUPPORT EQUIPMENT NEW - SIGN TRAILER W/MESSAGE BOARD $23,000 $23,000 $0 $0 TOTAL $2,422,580 $2,655,825 $2,948,792 $2,160,580 $2,510,580 $12,698,357 1 CITY OF KALISPELL FIVE YEAR CAPITAL IMPROVEMENT PLAN DEPARTMENT DESCRIPTION 2025 2026 2027 2028 2029 PARKS DEPARTMENT LIONS PARK- PLAYGROUND $80,000 $80,000 2215-436-460xxx-xxx WOODLAND PARK- STABALIZE POND PERIMITER $85,000 $85,000 CAMP CENTER -INTERIOR PAINTING $15,000 $15,000 WOODLAND PARK- CAMP CENTER EXTERIOR PAINTING $40,000 $40,000 TOMMY LIFT $5,200 $5,200 DEPOT PARK - IRRIGATION $25,000 $28,000 $53,000 BEGG PARK - PLAYGROUND $50,000 $50,000 PARKS MOWER $120,000 $120,000 KYAC MOWER $130,000 $130,000 KYAC MAINTENANCE STORAGE BUILDING $171,881 $171,881 PARKS 1/2 TON PICKUP $50,000 $40,000 $90,000 AQUATICS LAP POOL LINER and PAINT LAZY RIVER $240,000 $240,000 TOTAL $507,081 $120,000 $255,000 $198,000 $0 $1,080,081 FORESTRY ARTICULATING BOOM LIFT $50,000 $50,000 2600-436-460433-xxx $0 TOTAL $50,000 $0 $0 $0 $0 $50,000 WATER DEPARTMENT LOWER ZONE RESERVOIR(s) #1 & #2 REPLCMNT (CARRY)$17,092,101 $17,092,101 5210-447-430550-xxx METERS - NEW $84,154 $96,795 $111,515 $128,355 $147,359 $568,178 MISC. CONTRACT MAIN UPSIZE (CARRY/NEW)$761,979 $300,000 $300,000 $300,000 $300,000 $1,961,979 BUFFALO HILL BOOSTER STATION UPGRADES PHASE 1 & 2 (CARRY/NEW)$165,000 $165,000 WEST VIEW WELL REHABILITATION (CARRY)$140,000 $140,000 URBAN RENEWAL-DT & WS 3RD AVE EAST TRANSMISSION MAIN CENTER TO 4TH ST E $3,932,646 $3,932,646 10TH AVE W FROM 4TH-8TH R&R $1,792,673 $1,792,673 WATER MAIN REPAIR, REHABILITATION & REPLACEMENT $25,000 $25,000 $25,000 $25,000 $25,000 $125,000 LEAD SERVICE LINE REPLACEMENT $3,762,219 $3,762,219 WATER RIGHTS ACQUISITION(S), WATER MODELING, CONSTR. REVIEW, RATE STUDY $285,000 $59,534 $60,724 $61,939 $63,178 $530,375 WATER FACILITY MASTER PLAN UPDATE $400,000 $400,000 NORTHWEST WELL #2 (CARRY)$307,000 $4,532,359 $4,839,359 EMERGING CONTAMINANTS RESPONSE $10,883,000 $10,883,000 GRANDVIEW WELL ROOF REPLACEMENT $20,000 $20,000 1 MG ELEVATED WATER STORAGE TANK & NORTHWEST WELL(S) (CARRY)$8,925,849 $8,925,849 WATER DISTRIBUTION CONTROL SYSTEM UPDATES/IMPROVEMENTS $41,500 $25,000 $25,000 $25,000 $25,000 $141,500 NORTH MAIN WELL-NOFFSINGER REPLACEMENT (CARRY)$1,452,780 $1,452,780 METERS SYSTEM REPLACEMENT PROJECT (CARRY/NEW)$494,325 $420,634 $437,494 $454,498 $471,650 $2,278,601 1ST AVE W CONNECTION $327,755 $327,755 6TH ST W R&R $970,699 $970,699 1ST AVENUE WEST R&R $696,957 $696,957 6TH STREET EAST R&R $1,302,919 $1,302,919 3RD & 4TH ST WEST (STORM ADDN) R&R $1,165,224 $1,165,224 4TH AND 5TH ST W FROM MERIDIAN-10TH AVE R&R $2,065,345 $2,065,345 WILLOW GLEN DRIVE LOOP $2,481,648 $2,481,648 2ND AVE W (SOUTH) R&R $886,266 $886,266 2ND AVE E FROM 6TH-12TH R&R (1 OF 2)$2,776,020 $2,776,020 2ND AVE E FROM 3RD-6TH R&R (2 OF 2)$1,278,696 $1,278,696 CENTER STREET (5TH AVE W-MAIN)$2,203,731 $2,203,731 FOUR MILE TRANSMISSION MAIN (PHASE 2)$3,618,459 $3,618,459 12 STEET EAST TRANSMISSION MAIN $1,058,750 $1,058,750 7TH AVE WN R&R $1,517,551 $1,517,551 6TH AVE E. FROM 3RD-7TH R&R $1,617,384 $1,617,384 7TH ST W FROM MERIDIAN-10TH R&R $1,367,990 $1,367,990 CENTER STREET (MAIN TO 3RD AVE E)$1,398,192 $1,398,192 CENTER STREET (3RD AVE E - WOODLAND)$1,455,826 $1,455,826 SMALL DIAMETER CONDITION ASSESSMENT $148,137 $148,137 BACKBONE CONDITION ASSESSMENT $156,362 $156,362 WEST RESERVE TRANSMISSION MAIN (PHASE 1)$1,112,271 $1,112,271 SOUTHEAST TRANSMISSION MAIN $6,138,968 $6,138,968 SOUTH MAIN STREET TRANSMISSION MAIN $991,100 $991,100 US HIGHWAY 2 TRANSMISSION MAIN $8,601,510 $8,601,510 WEST RESERVE TRANSMISSION MAIN (PHASE 2)$10,165,671 $10,165,671 VEHICLE REPL.- UP TO 1 TON (235,274,290,272,275)CARRY/NEW $75,000 $80,000 $160,000 $80,000 $395,000 TRENCH ROLLER REPLACEMENT(271)$35,000 $35,000 VAC CON TRUCK REPLACEMENT (213)$425,000 $425,000 RIDING MOWER REPLACEMENT $15,000 $15,000 SUPPORT EQUIPMENT REPLACEMENT - TAPPING MACHINE $25,000 $25,000 SUPPORT EQUIPMENT REPLACEMENT - HYDRAULIC SUBMERSIBLE PUMP $15,000 $15,000 $0 TOTAL $50,640,226 $12,143,221 $10,761,094 $13,108,944 $28,771,206 $115,424,691 2 CITY OF KALISPELL FIVE YEAR CAPITAL IMPROVEMENT PLAN DEPARTMENT DESCRIPTION 2025 2026 2027 2028 2029 SEWER DEPARTMENT- COLLECTION & BILLINGLIFT STATION #9 IMPROVEMENTS (CARRY)$1,015,672 $1,015,672 5310-454-430630-xxx BLUESTONE UPSIZE $577,437 $577,437 LIFT STATION #36 IMPROVEMENTS $3,856,002 $3,856,002 WEDGEWOOD SEWER REPLACEMENT/SHERWOOD SERVICE REALIGNMENTS $1,351,000 $1,351,000 MANHOLE REHABILITATION AND SEWER MAIN REPLACEMENTS/REPAIRS $50,000 $50,000 $50,000 $50,000 $200,000 SEWER/STORM SHOP ROOF REPLACEMENT (SPLIT W STORM)$45,000 $45,000 ARPA LIFT STATION #3 IMPROVEMENTS (CARRY) INCLUDES ARPA FUNDING $5,913,805 $5,913,805 ARPA SEWER MAIN R&R WWTP COMPLEX (SPLIT W WWTP INCLUDES ARPA FUNDS)$666,951 $666,951 GROWTH AND DEVELOPMENT (OVERSIZE) (CARRY/NEW)$1,356,633 $300,000 $300,000 $300,000 $300,000 $2,556,633 SCADA L.S. CONTROL SYSTEM UPGRADES $10,000 $10,000 $10,000 $10,000 $10,000 $50,000 FACILITY MASTER PLAN UPDATE $400,000 $400,000 3RD ALLEY W BETWEEN CENTER-5TH ST - SLIPLINE $156,877 $156,877 6TH ALLEY W 2ND-6TH ST - SLIPLINE $138,672 $138,672 4TH ALLEY E FROM 5TH ST-11TH ST - SLIPLINE $192,731 $192,731 STORM ADDN FROM 2ND ST-MERIDIAN SLIPLINE $132,967 $132,967 STORM ADDN E/W SEWER MAIN SLIPLINE $151,601 $151,601 INFLOW AND INFILTRATION (I&I) STUDY $213,607 $213,607 GRAVITY SEWER REPLACEMENT ON 2ND ALLEY W (WW-EX-13)$1,057,407 $1,057,407 GRAVITY SEWER REPLACEMENT ON 5TH ALLEY WN $1,493,743 $1,493,743 GRAVITY SEWER REPLACEMENT ON 2ND ALLEY W (WW-EX-15)$1,365,210 $1,365,210 GRAVITY SEWER REPLACEMENT ON 3RD ALLEY E BETWEEN CENTER AND 2ND $1,147,069 $1,147,069 GRAVITY SEWER REPLACEMENT PARK PLACE ALLEY $832,154 $832,154 8TH ALLEY WN FROM SILOS PH 2 ENDPOINT TO MT ST $536,900 $536,900 6TH ALLEY W BETWEEN CENTER-2ND REPLACEMENT $1,241,010 $1,241,010 ROSE CROSSING WEST IMPROVEMENT $2,884,500 $2,884,500 GRAVITY SEWER REPLACEMENT-6TH ALLEY E, SOUTH OF 14TH TO 13TH $588,171 $588,171 LIFT STATION 5A REMOVAL $516,061 $516,061 4TH ALLEY E FROM 2ND ST (WW-RR-04)$1,860,486 $1,860,486 SUMMIT RIDGE LIFT STATION REMOVAL AND INSTALL LOW PRESSURE FORECEMAN $1,660,396 $1,660,396 GRAVITY SEWER REPLACEMENT ON 4TH ALLEY WN $1,785,792 $1,785,792 10TH ALLEY W FROM CENTER-5TH ST REPLACEMENT $3,258,510 $3,258,510 WESTSIDE INTERCEPTOR (WSI) GRAVITY MAIN EXTENSION $22,331,160 $22,331,160 WEST RESERVE DRIVE IMPROVEMENTS $9,824,997 $9,824,997 WEST SPRINGCREEK ROAD IMPROVEMENTS $6,168,144 $6,168,144 VEHICLE REPL.- UP TO 1 TON (280) (split w/Storm)$40,000 $40,000 PIPELINE INSPECTION CAMERA TRUCK REPLACEMENT (281)$350,000 $350,000 VACUUM TRUCK REPLACEMENT (295) (Split w/Storm)$275,000 $275,000 SUPPORT EQUIPMENT REPL. - TRAILER MOUNTED GENERATOR (260) (Split w/Storm)$30,000 $30,000 SUPPORT EQUIPMENT REPLACEMENT - HYDRAULIC SUBMERSIBLE PUMP $50,000 $50,000 SUPPORT EQUIPMENT REPLACEMENT - LARGE DIAMETER ROOTER $15,000 $15,000 SUPPORT EQUIPMENT NEW - BYPASS PUMP TRAILER $50,000 $50,000 TOTAL $16,015,348 $8,367,100 $8,194,614 $5,419,302 $38,984,301 $76,980,665 SEWER- WWTP SITE SPECIFIC STUDY (CARRY)$365,000 $365,000 5310-455-430643-xxx CONSTRUCT NEW EQ BASIN (CARRY)$8,669,128 $8,669,128 BIOSOLIDS FACILITY (CARRY/NEW)$8,700,000 $8,700,000 ARPA FERMENTER CONDITION ASSESSMENT AND REHABILITATION $3,459,656 $3,459,656 ARPA INFLUENT PIPING & DIVERSION STRUCTURE REHABILITATION(SPLIT W SEWER)$1,041,924 $1,041,924 MISC REPLACEMENT ITEMS/MAINTENANCE/REPAIR $192,000 $150,000 $150,000 $150,000 $150,000 $792,000 PLANT EQUIPMENT & MACHINERY (CARRY/NEW)$240,500 $150,000 $150,000 $150,000 $150,000 $840,500 INSTALL DOME COVERS ON SECONDARY CLARIFIERS (CARRY)$419,000 $2,912,294 $1,475,849 $4,807,143 ADDITIONAL STANDBY POWER FOR EQUIPMENT $221,000 $2,644,000 $2,865,000 INSTALL TWO NEW INFLUENT SCREENS $166,000 $1,991,000 $2,157,000 BIOFILTER BED REHABILITATION $76,000 $76,000 ADD 2ND SCREEN TO HEADWORKS PROCESS-JWC FINE SCREEN MONSTER FOR SECOND CHANNEL $805,000 $805,000 REPLACE (2) T8 GORMAN RUPP PUMPS IN AWWTP LIFT STATION $45,000 $45,000 CONVERT SECONDARY TREATMENT SYSTEM TO A 5-STAGE PROCESS (DESIGN)$390,000 $1,297,509 $1,687,509 MODIFY EXISTING REAERATION BASIN AND COVER STRUCTURE (DESIGN)$32,000 $373,000 $405,000 CHEMICAL ROOM MODIFICATIONS $29,000 $326,193 $355,193 DIGESTER CHEMICAL FEED SYSTEM $10,000 $111,000 $121,000 REPLACE BELT FILTER PRESS $150,000 $725,626 $875,626 AERATION BLOWER EVALUATION STUDY $26,095 $26,095 REPLACE EXISTING HEAT EXCHANGER, INSTALL 2ND HEAT EXCHANGER, REPLC SLUDGE RECIRC PUMPS $112,000 $1,336,000 $1,448,000 CONSTRUCT TERTIARY MEMBRANE FILTRATION (TMF) PROCESS $2,492,000 $2,492,000 CONSTRUCT SECOND PRIMARY DIGESTER $553,000 $553,000 SIDESTREAM TREATMENT $194,000 $194,000 HEAVY TRUCKS REPLACEMENT- (12 YD) (264)$250,000 $250,000 LARGE IMPLEMENT TRACTOR REPLACEMENT (502)$25,000 $25,000 VEHICLE REPLACEMENT-UP TO 1 TON (208)(209)$80,000 $80,000 $160,000 TOTAL $23,087,208 $4,525,294 $6,951,849 $2,800,797 $5,850,626 $43,215,774 STORMWATER STORM DRAIN CORRECTIONS (CARRY/NEW)$750,000 $500,000 $500,000 $500,000 $750,000 $3,000,000 5349-453-430246-xxx WEDGEWOOD & SHERWOOD (CARRY)$50,000 $875,670 $925,670 SLIPPA-HB355 MERIDIAN COURT DRAINAGE IMPROVEMENTS $460,000 $460,000 STORMWATER FACILITY UPSIZING (CARRY)$230,000 $40,000 $40,000 $40,000 $40,000 $390,000 FEDERAL APPROPRIATION FUND TWO MILE DRIVE RD & DRAINAGE IMPRVMNT-HAWTHORN TO MERIDIAN $3,835,000 $3,835,000 URBAN RENEWAL DT 3RD AVE E CENTER TO 4TH ST E $415,843 $415,843 URBAN RENEWAL WS MERIDIAN NORTH DRAINAGE BASIN - QUALITY TREATMENT FACILITY $730,000 $730,000 MERIDIAN EAST DRAINAGE BASIN - WATER QUALITY AND DRAINAGE UPGRADES $257,000 $1,188,715 $1,445,715 3RD ST EAST RECONSTRUCTION-1ST AVE TO 3RD AVE E $226,100 $226,100 DECANT FACILITY $150,000 $800,000 $950,000 SEWER/STORM SHOP BLD ROOF REPLACMNT (SPLIT W/SEWER)$45,000 $45,000 LIBERTY STREET STORM DRAIN IMPROVEMENTS $161,814 $161,814 COP-118 (Pipe conveyance from detention pond 118 to Stillwater/N. Kalispell drainage area)$200,000 $8,175,228 $8,375,228 COP-119 (Pipe conveyance from detention pond 119 to whitefish River/N Kalispell drainage)$1,719,807 $1,719,807 ELM'S STORMWATER IMPROVEMENT $485,319 $485,319 4TH ST W AND 9TH AVE W INTERSECTION DRAINAGE IMPROVEMENTS $700,579 $700,579 HERITAGE WAY STORM IMPROVEMENTS (CURBING PRJ), HWY 93 TO WINDWARD WAY $269,448 $269,448 BLUESTONE DRIVE $876,374 $876,374 VEHICLE REPL.- UP TO 1 TON (280) (split w/Storm)$40,000 $40,000 STREET SWEEPER- (350,351) ($350,000 COST SPLIT W/STORM)$175,000 $175,000 $350,000 VACUUM TRUCK REPLACEMENT (295) (Split w/Storm) $275,000 $275,000 SUPPORT EQUIPMENT REPL. - TRAILER MOUNTED GENERATOR (Split w/Storm)$30,000 $30,000 TOTAL $7,348,943 $3,649,385 $3,141,069 $9,415,807 $2,151,693 $25,706,897 3 CITY OF KALISPELL FIVE YEAR CAPITAL IMPROVEMENT PLAN DEPARTMENT DESCRIPTION 2025 2026 2027 2028 2029 $8,106 SOLID WASTE BUILDING IMPROVEMENTS-2,520 SQ FT BUILDING ADDITION ($200 sq ft)$505,000 $505,000 5510-460-430840(5)-xxx GARBAGE TRUCK REPLACEMENT - SIDE ARM LOADER (450,331)$450,000 $450,000 $900,000 GARBAGE TRUCK REPLACEMENT - REAR LOADER (316)$350,000 $350,000 GARBAGE TRUCK NEW - FRONT LOAD (USED)$250,000 $250,000 GARBAGE TRUCK NEW - FRONT LOAD $450,000 $450,000 VEHICLE REPLACEMENT W/PLOW - UP TO 1 TON (324)$80,000 $80,000 TOTAL $780,000 $505,000 $450,000 $350,000 $450,000 $2,535,000 CENTRAL GARAGE PRESSURIZED UNDER BODY WASH SYSTEM $18,000 $18,000 6010-410-431330-xxx VEHICLE REPLACEMENT W/CRANE - UP TO 2 TON (247)$180,000 $180,000 SUPPORT EQUIPMENT REPLACEMENT - AIR COMPRESSOR $10,000 $10,000 SUPPORT EQUIPMENT REPLACEMENT - HEAVY DUTY TRUCK SCAN TOOL $13,000 $13,000 SUPPORT EQUIPMENT NEW - AIR CONDITIONING MACHINE $8,000 $8,000 SUPPORT EQUIPMENT NEW - OFF HWY SCAN TOOL $6,000 $6,000 SUPPORT EQUIPMENT NEW - OIL FILTER CRUSHER $5,000 $5,000 TOTAL $18,000 $19,000 $23,000 $0 $180,000 $240,000 INFORMATION TECHNOLOGY SERVER - PRIMARY DOMAIN CONTROLLER $10,000 $10,000 6030-403-410xxx-xxx SERVER - CLUSTER (3 for VMs)$40,000 $40,000 SERVER - DATABASE CLUSTER (2)$30,000 $30,000 SERVER - STORAGE (SAN)$40,000 $40,000 SERVER - WEB SERVER $10,000 $10,000 SERVER - SECURITY CAMERA REPOSITORY SERVER $10,000 $10,000 $20,000 SERVER - DISK BASED BACKUP $20,000 $20,000 SERVER - DISK BASED BACKUP - REPLICATION TARGET $20,000 $20,000 NETWORK EQUIPMENT - SWITCH - CITY HALL (3)$10,000 $20,000 $30,000 NETWORK EQUIPMENT - SWITCH - 2 - CORE $40,000 $40,000 NETWORK EQUIPMENT - SWITCH - PUBLIC SAFETY (3)$30,000 $30,000 NETWORK EQUIPMENT - SWITCH - PARKS - DEPOT PARK $10,000 $10,000 NETWORK EQUIPMENT - SWITCH - PD N. of PSB $10,000 $10,000 NETWORK EQUIPMENT - SWITCH - STATION 62 $10,000 $10,000 NETWORK EQUIPMENT - SWITCH - SECURITY CAMERAS $10,000 $10,000 NETWORK EQUIPMENT - FIREWALL (6)$50,000 $50,000 NETWORK EQUIPMENT - SWITCH (4) - STORAGE AREA NETWORK $30,000 $30,000 NETWORK EQUIPMENT - SWITCH & FIREWALL BHILL (Shown for IT Tracking)$7,000 $7,000 TELEPHONE SYSTEM $30,000 $30,000 AV - SWITCHER (AUDIO & VIDEO)$40,000 $40,000 AV - SWITCHER CONTROL BOARD $30,000 $30,000 AV - EVENT AND BROADCAST CONTROLLER $15,000 $15,000 $0 TOTAL $52,000 $110,000 $120,000 $90,000 $160,000 $532,000 $108,969,585.00 $33,361,825.00 $33,623,418.00 $36,561,430.00 $80,663,406.00 $293,179,664 4