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1995 Annual Operating Budget BookKODIAK ISLAND BOROUGH PROPOSED BUDGET FOR FISCAL YEAR ENDING JUNE 30, 1995 AS SUBMITTED BY: JEROME M. SELBY BOROUGH MAYOR ON MAY 19, 1994 AND AS AMENDED BY THE KODIAK ISLAND BOROUGH AND ADOPTED ON JUNE 2, 1994 KODIAK ISLAND BOROUGH ASSEMBLY JACK L. MC FARLAND, PRESIDING OFFICER GORDON J. GOULD, DEPUTY PRESIDING OFFICER ALAN AUSTERMAN JOHN BURT SUZANNE HANCOCK MICHAEL R. MILLIGAN MARY A. MONROE TABLE OF CONTENTS BOROUGH MAYOR MESSAGE BUDGET CALENDAR FINANCIAL SUMMARIES Fund Structure Operating Position - All Funds Fiscal Policy Revenue Description Adopted Tax Structure Fifteen -Year Analysis of Tax Rate and Levy Raw Fish Tax Previous Ten Years Various Agencies Funding GENERAL FUND General Fund Balance - Previous Ten Years Changes in General Fund Balance General Fund Revenues General Fund Expenditures by Function General Fund Summary Expenditures Assembly Mayor's Office Clerk's Office Legal Services Finance Department Assessing Department Engineering/ Facilities Department Community Development Department Building Inspections Economic Development Department General Administration Emergency Preparedness Education Support Health & Sanitation Culture & Recreation Transfers SPECIAL REVENUE FUNDS Budget Recap Mental Health Summary Mental Health Center Community Support Program (CSP) Child Care Assistance Program Land Sales PAGE 7 11 14 15 16 21 23 24 26 27 ?g ,q 30 31 12 14 ;v tt W! 3 Building and Grounds Funds Borough Building KIB Apartments School Buildings Parks Operation & Maintenance Coastal Management Womens Bay Road Service District Road Service District Number 1 Road Service District Number 2 Monashka Bay Road Serivice District Bayview Road Service District Woodland Acres Street Light Service District Bayside Fire Department Womens Bay Fire Department DEBT SERVICE FUNDS Schedule of Bonded Indebtedness Debt Service - Schools Debt Service -Other CAPITAL PROJECTS FUNDS Borough Capital Projects School Bonds Capital Projects Hospital Bond State Capital Grants Utility Capital Projects ENTERPRISE FUNDS Water Fund Sewer Fund Waste Collection & Disposal Data Services APPENDIX Class Titles and Pay Ranges Organizational Chart Salary Schedule Ordinance No. 94 -10 GLOSSARY Budget Glossary 82 84 86 88 90 92 94 96 98 100 102 104 106 108 111 Ill 114 117 150 156 160 178 184 186 188 190 193 196.5 198 '01 209 4 I Fiscal Year 1995 Budget At A Glance We are predicting a decline of $79,000 in state municipal assistance and a $70,000 decrease in state revenue , �hanni!. ' The Borough's general mill rate has been raised from 5.5 mills to 6.75 mills. This has the effect of raising taxes S 125 per annum on property valued at $100,000. There will be a transfer of $924,000 from the General Fund to Debt Service for annual payments of principal and interest on the 1993 and 1994 school and hospital bonds. Due to a predicted increase in interest rates, interest earnings are budgeted for $70,000 more in FY95 than in FY94. We are predicting continued low salmon prices which will result in a $100,000 decrease in our budgeted severance tax on fish ($506,250 compared to $605,000). ' This budget calls for using $280,381 of the fund balance of the General Fund to fund expenditures and transfers of the General Fund. There is not a COLA in this budget. This budget does include a $9W bonus for each employee. ' One new position (Secretary 11) has been added in the Engineering /Facilities Department. Service districts and enterprise funds are going to be charged a 3 % fee for accounting services. This money will ' be credited back to the Finance Department. A major push to finish all ongoing capital projects in this fiscal year has been initiated. ' The Kodiak Island Borough Mental Health Center is moving from their present location, a State -owned building, to the KANA apartments, a Borough facility. ' New Borough capital projects starting this year amount to $767,678. This brings the total of Borough capital projects currently in progress to $7,257,489. ' Womens Bay Road Service District has lowered their mill rate from 2.50 to 2.00 mills. Road Service District No. 1 has lowered their mill rate from 1.75 to .75 mills. t Monashka Bay Road Service District has lowered their mill rate from 2.00 to 1.50 mills. it GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO Kodiak Island Borough, Alaska / I For the Fiscal Year Beginning ' July 1, 1993 President Executive Director 1 The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to the Kodiak Island Borough for its annual budget for the fiscal years beginning ' July 1, 1990, 1991, 1992, and 1993. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as I a policy document, as an operating guide, as a financial plan, and as a communications medium. The award is valid for a period of one year only. We believe our current budget continues to conform to program ' requirements, and we are submitting it to GFOA to determine its eligibility for the fiscal year 1995 award. 6 INTRODUCTION 1 ' KODIAK ISLAND BOROUGH Fiscal Year 1995 BUDGET LETTER OF TRANSMITTAL ' June 2, 1994 Honorable Assembly Members Kodiak Island Borough ' Kodiak, Alaska 99615 Honorable Assembly Members, ' Transmitted herewith is the fiscal year 1995 budget document for the Kodiak Island Borough. This budget is submitted according to Borough Code Section 3.08.030 and State Statute, and includes the goals and objectives for fiscal year 1995. ' Mission Statement The Kodiak Island Borough is organized to execute the powers which have been granted to it through legislative action or voter mandate to a manner that provides the optimum service levels to the public as cost effectively as possible. These powers include area -wide powers and non area -wide powers. Area -wide powers are ' health, education, assessment and collection of taxes for the borough and the cities within the borough, planning and zoning, and general administrative services. Non area -wide powers include solid waste disposal, parks and recreation, economic development, and animal control. Service districts within the Kodiak Island Borough provide water and sewer service, fire protection, and road maintenance and construction. ' Major Policy Issues ' The budget process includes considerable debate about school district funding each year. The Borough's direct contribution to the school district is budgeted at $3.200,000, the same as last year. Unfortunately, the school district is balancing their budget with a drawdown of their fund balance of approximately $1,000,000. Without this use of the school district's fund balance, the mill rate would have to be raised another 1.34 mills to balance the budget. The local contribution to the school district is governed by Section 14.17.025 of the Alaska Statutes and is an item of major concern since this one department in the budget represents about 50% of the total general fund budget. State statute outlines the minimum and maximum amounts that can be contributed to the school district ' based on factors of assessed value, mill rate, instructional units, and the cost differentials. This budget appropriation is in the mid -level range of the required window for local funding set by the statute. Because of the factors involved in this calculation, such as assessed value and instructional units, the local contribution to education will undoubtedly increase over the next several years. There is considerable interest by some of the large school districts to change the required local funding window from the current 4 -6 mills to 5 -7 mills or even 6 -8 mills. If adopted, these changes will result in substantial increases in the KIB budget. Added ' pressures on the school budget, including building maintenance, continued student population increases, teacher contract negotiations, and increasing health insurance costs will cause the school board and administration to closely examine the school district budget in the future. ' Similarly, while a small funding decrease from the general fund for the Mental Health Center and some amount of reorganization is provided in this budget, clinical services remain significantly underfunded as evidenced by a client load of seventy (70) plus clients per clinician at the center. The Assembly has indicated that completion of an updated comprehensive plan for the Kodiak Island Borough is a priority item. An update of the comprehensive plan includes two components; an urban area comprehensive plan and a borough -wide comprehensive plan, including the remote areas of the borough. This budget includes funding (through a state grant) for consultant time to supplement staff and Planning and Zoning Commission efforts to complete these updates during ti.cA years 1994 -95. i The policy decision made three years ago by the Assembly with regard to the solid waste program has ' resulted in significant progress toward a high - quality, environmentally responsible program. The request to renew the landfill permit for several years has been submitted and we anticipate approval by the Department of Environmental Conservation. Continued waste reduction endeavors will enable us to help our businesses and ' citizens to reduce the importation of material that becomes solid waste and eliminate the importation of hazardous and toxic wastes. All of these efforts will not only improve our solid waste management, but will result in a significant cost savings to the budget in future years. From the analysis we have done thus far, we anticipate that the useful life of the present landfill can be at least doubled by our recycling and waste reduction efforts. The ' current permit application projects use through the year 2014. In addition, a waste characterization study was initiated this last year and will yield additional information for improved waste management. The significant losses at the Kodiak Island Hospital for the previous two years seems to have been reversed by the implementation of a number of changes in financial management and two rate increases approved by the Assembly during the last year. The hospital staff has implemented a process to monitor costs closely, which will identify the need for cost reduction and rate increases. Basis of Accounting Basis of accounting refers to revenues and expenditures, or expenses, as being recognized in the accounts and reported in the combined financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. Governmental Fund Types are accounted for using the modified accrual basis of accounting. Expenditures are generally recognized under the modified accrual basis of accounting when the related fund liability is incurred. ' An exception to this general rule is principal and interest on general long -term debt which is recognized when duc. Prepayment of insurance and similar services extending over more than one year is allocated to the years benefited. Pursuant to this basis of accounting, material revenues, which are both measurable and available, are I accrued, and other revenues are recorded on the cash basis. The Proprietary Fund Type (Enterprise Fund) is accounted for using the accrual basis of accounting, I wherein, revenues are recognized when earned and expenses are recognized when incurred. Tax Rate and Financial Analysis This budget increases the General Fund mill rate from 5.5 mills to 6.75 mills, an increase of 1.25 mill.. The need for this increase is directly attributable to the bond issues that the voters approved in the October. 19 election. The two bond issues totaled $19,200,000 with $9,286,220 being approved for hospital improvements and $9,481,409 being approved for a new elementary school and school improvements. The balance went to costs of issuance. Payments on these two bond issues will begin in FY95. Total FY95 debt service on these new issues is $1,687,937.50. The State of Alaska has agreed to reimburse the Borough for 70% of the education - related debt service, or $596,990.63. This leaves $1,090,946.87 for the Borough to pay in FY95. In fiscal year 1995, the value of one mill is approximately $744,500 which means the cost of these bond issues is 1.47 trills. Thus, when .�c raise our mill levy 1.25 mills, we have not covered the debt service on these new bond issues. The total proposed General Fund Budget for FY95 calls for expenditures and transfers out of $8,028.3t Revenue is budgeted at $7,747,985, leaving $280,381 to come from use of fund balance. We are projectinv th.ii our fund balance will decrease from $2,375,000 to $2,095,000 by the end of FY95. General Fund revenues are budgeted at $4,847,885 (60.4 %) from property taxes, $749,250 (9.3 %) to m reverence taxes, $56,500 (.7%) from licenses and permits, $1,729,200 (21.5 %) from intergovernmental sou r�c- $320,000 (4.0 from interest earnings, and $45,150 (.6%) from miscellanous revenue. To balance the bud � i we are including as part of our revenues, a reduction in fund balance of $280,381. General Fund expenditures are budgeted at $1,720,636 (21.4 %) for general government, $94,800 (1 . 2 for public safety, $3,861,340 (48.1 %) for education, $153,500 (1.9 %) for culture and recreation, $1,442. IM fl 18.0 for health and welfare, $325,920 (4.190) for assessing, and $429,310 (5.3 for community development. Property assessments have increased from last year due to a consistent pattern of reappraisals and the standardization and increased quality of both the real and personal property rolls. The taxable value of real and personal property for FY95 is $633,500,000 versus $613,078,000 for FY94, an increase of $20,422,000 or 3.3%. Of the total increase, 15% is attributed to new constructions and additions, and about 85 is derived from reappraisals of existing land, improvements, and personal property. Looking Ahead The Borough faces many challenges for FY95. With the 1.25 mill increase, the Borough will be able to make the required debt service payments on the two bond issues authorized in the October, 1993 election. Two areas of major financial concern are the declining ability of the State of Alaska to fund education and general government plus the increasing input of state and federal regulations such as the Clean Water Act, wetlands regulations, and many others. This year the school district is using one million dollars of their fund balance to balance their budget. If this money was not available, taxes would have to be raised 1.34 mills or services provided by the school district would have to be cut. ' The economy of' the Borough is sound. We have a diversified economic base including fishing, timber harvesting, tourism, and a large contingent of federal and state government employees. ' Budget Document Organization For fiscal years 1991, 1992, 1993, and 1994, the Borough budget was organized substantially different from prior years and was submitted to the GFOA for their evaluation. The Borough has received the Distinguished Budgetary Presentation Award for fiscal years 1991, 1992, 1993, and 1994. Several comments were provided on ways to improve our budget, and they have been incorporated into this document. We will be submitting this budget ' to the GFOA for their evaluation. ,acknowledgement I wish to express my appreciation to all members of the Kodiak Island Borough staff for their efficient and dedicated service during the past year. I particularly wish to express my appreciation to Mr. Karleton Short, Finance Director, Cheryl Bolger, Accountant, and Kimberly Kinney, Finance Secretary for their assistance in the ' preparation of this document. I also wish to thank each member of the Assembly for your interest and support in adopting legislation which allows staff to conduct the financial affairs of the Kodiak Island Borough in a progressive and responsible manner. ' Conclusion The requested appropriations have not been established arbitrarily. During the months of February and L March, budget sessions were conducted with all departments and agencies. Since then, several budget work sessions have been held with the Assembly. As usual, this process was difficult due to the unavailability of state revenue projections until after the legislative session ended in May. My staff and I stand ready to work with you in the upcoming year to carry out the plan established by this budget. We welcome your suggestions for improvement and ideas for providing a better level of service to the taxpayers of the Kodiak Island Borough. Respectfully Submitted, KODIAK ISLAND BOROUGH Jerome M. Selby Borough Mayor it L KODIAK ISLAND BOROUGH Budget Calendar FISCAL YEAR 1995 The following activity is outlined as essential for the orderly formulation of the 1995 Borough Budget (July 1, 1994 through June 30, 1995). DATE ITEM BY January 7, 1994 Budget preparation message Mayor January 7 Distribution of budget work sheets to aid departments in submitting Finance Officer their requests January 7 Distribution of forms to solicit input from villages Mayor January 7 Distribution of forms to gather input from autonomous not - for - profit Mayor organizations February 5 Final day for departmental budget requests to be returned to Mayor Department Heads (via Finance Officer) Febuary 15 Due date for public and not- for -profit organizations budget requests Mayor Febuary 15 Revenue forecasts (all funds) Finance Officer Febuary -March Work sessions to resolve or justify differences of department Mayor, Finance Officer, budgets Department Heads March 18 Receipt of School District budget (per Section 3.08.030, Par. B of School District the Code) March 31 Receipt of Service District budget (section 4.20.030) Service District April 14 Mayor's Annual Budget Message Mayor April 21 Borough Assembly adopts local appropriation ordinance (submit to Assembly the Clerk by April 9) April 28 Prior to the April 30 submission of proposed budget and budget Mayor, Finance Officer message to Assembly in a work session (per Section 3.08.030 A of the code) April 14 May 6 Assembly department review Finance, Assemhly May 19 Introduction of Budget Ordinance Mayor, Department Heads May 24 Publication of hearing Clerk June 2 Public hearing and adoption of budget (as required by Section Assembly 3.08.050 of the code) July I Budzet execution All Concerned THE BUDGET PROCESS The budget process begins on the first Friday in January of each year with the budget preparation message by the Borough Mayor. At this time, budget worksheets are distributed to the various departments to aid them in submitting their requests. The following week, forms are distributed to solicit input from the villages and from autonomous, not - for -profit organizations. Departmental budget requests must be returned to the Finance Department by the second week in February. Departments must include line item monetary requests and goals and objectives for the upcoming fiscal year. Budget requests by public and not -for- profit organizations must be returned to the Mayor's Office no later than the third week in February. The Finance Officer prepares a revenue forecast for all funds by the third week in February. During February and March, work sessions are held between the Mayor, Finance Officer, and department heads to resolve or justify the departmental budgets. Service district budgets must be received by March 31 of the year, per Section 4.20.030 of the Borough Code. The school district budget must be received by March 31 of the year, per Section 3.08.030 of the Code. so The Mayor presents his annual budget message during the first week of April. The proposed budget and capital program must be presented to the Borough Assembly in a work session prior to April 30, per Section 3.08.030 B of the Code. During the months of April and May, the Assembly reviews the budget with the Mayor and department heads. In May, the Mayor introduces the budget ordinance. There must be a public hearing on the budget on or before June 10 of each year. The Borough Clerk posts the notices of this public hearing. The budget shall be adopted by a favorable vote of a majority of all members of the Assembly no later than June 10 through the adoption of an ordinance setting forth the appropriation levels and the millage rate. The .. Borough Mayor may veto the ordinance, but his veto may be overridden by two- thirds of all the votes to which the Assembly is entitled on the question. If the Assembly does not adopt the budget by June 10, the budget, as presented by the Mayor, shall be deemed to have been finally adopted, per Section 3.08.060 of the code. Amendments to the budget can occur anytime during the fiscal year through the Borough Assembly or administrative action. Generally, the following actions are required at the level of the particular change. 1. All new appropriations are authorized by an appropriation ordinance that amends the annual budget ordinance. 2. A resolution of the Borough Assembly is required to move (appropriate) amounts between 4W departments and projects. so me go �r 12 W" ARCC OCE4iV PL ---------------- M BARROW �Lwa� e+v F-1 R KODIAK ISLAND BOROUGH _ KOTZEBUE — — — mcm — ` _ ,, CANADA �� MOR117N SOUIr FMM WKS 111111rNNNNN� ALASKA AN RACE VALDQ BETHEL t. JU NEAU DRINGHAM ARti GMF OF ALASM swim a4r KODWC • ISLAND NORTH PACY7C OCEAN C�Pov FUND STRUCTURE The Borough accounts are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. Operations of each fund are accounted for with a separate set of self - balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures or expenses, as appropriate. Borough resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds in this report are grouped into five generic fund types and two broad fund categories. Governmental Fund Types General Fund - The General Fund is the operating fund of the Borough and is used to account for all financial resources, except those required to be accounted for in another fund. Special Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue sources (other than major capital projects) that are legally restricted to expenditures for specific purposes. Debt Service Funds - The Debt Service Funds are used to account for the accumulation of, resources for, and the payment of general long -term debt principal, interest, and related costs. Capital Projects Funds - Capital Projects Funds are used to account for financial resources to be used for acquisition or construction of major capital facilities and equipment. Proprietary Fund Type Entemrise Funds - Enterprise Funds are used to account for operations (a) that are financed and operated in a manner similar to private business enterprises where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges, or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Internal Service Funds - Internal Service Funds are used to account for goods or services provided to one department or agency by another department within the government entity on a cost reimbursement basis. A cost reimbursement basis implies that the government intends to recover full costs of goods and services, including depreciation on fixed assets. 14 1 FINANCIAL SUMMARIES I 1994 -95 OPERATING POSITION OPERATING FUNDS BASED ON ADOPTED BUDGET GENERAL FUND SPECIAL REVENUE FUNDS DEBT SERVICE FUNDS CAPITAL PROJECTS FUNDS PROPRIETARY FUNDS TOTAL (MEMORANDUM ONLY) Estimated Beginning Fund Balance $ 2,375,000 $ 2,122,293 $ 4,384,809 $ 22,278,360 $ 1,197,040 $ 32,357,502 Revenues 7,747,985 3,284,644 3,378,678 8,879,377 3,066,888 26,357,572 Transfers In 0 195,000 933,000 752,678 260,880 2,141,558 Total Available Funds 10,122,985 5,601,937 8,696,487 31,910,415 4,524,808 60,856,632 Expenditures 3,215,816 3,769,964 4,085,000 27,008,994 3,402,768 41,482,542 Transfers Out 4,812,550 150,000 226,678 0 100,000 5,289,228 Total Use of Funds 8,028,366 3,919,964 4,311,678 27,008,994 3,502,768 46,771,770 Estimated Funds Available 6/30/95 $ 2,094,619 $ 1,681,973 $ 4,384,809 $ 4,901,421 $ 1,022,040 $ 14,084,862 15 M Kodiak Island Borough FISCAL POLICY (Adopted March 15, 1990) This fiscal policy is a statement of the guidelines and goals that will influence and guide the financial management practices of the Kodiak Island Borough. A fiscal policy that is adopted, adhered to, and regularly reviewed is recognized as the cornerstone of sound financial management. Effective fiscal policy: contributes significantly to the Borough's ability to insulate itself from a fiscal crisis; w. 't enhances long term financial credibility by helping to achieve the highest bond and credit ratings possible: do promotes long term financial stability by establishing clear and consistent guidelines; directs attention to the total financial picture of the Borough rather than single issue areas; promotes the view of linking long -run financial planning with day to day operations; and provides the assembly and the citizens of the Borough with a framework for measuring the fiscal impact of government services against established fiscal parameters. To these ends, the following fiscal policy statements are provided: 1. Operating Budget Policies The budget is a plan for allocating resources. The objective is to enable service delivery with allocated resources. Services must be delivered to the citizens at a level which will meet real needs as efficientl% and effectively as possible. The Borough's goal is to pay for all recurring expenditures with recurring revenues and to use non- recurring revenues for non - recurring expenditures. It is important that a positive, undesignated fund balance and a positive cash balance be shown in all governmental funds at the end of each fiscal year. When deficits appear to be forthcoming within a fiscal year, spending during the fiscal year must he reduced sufficiently to create a positive, undesignated fund balance and a positive cash balance. When possible, the Borough will integrate performance measurement and productivity indicators within the budget. This should be done in an effort to improve the productivity of Borough programs and employres Productivity analysis should become a dynamic part of the Borough administration. The budget must be structured so that the Assembly and the general public can readily establish the relationship between expenditures and the achievement of service objectives. The individual department and agency budget submissions must be prepared with the basic assumption that the Assembly will always attempt to maintain the current tax rates. Budgetary review by the Assembly will focus on the following basic concepts: Staff Economy The size and distribution of staff will be a prime concern. The assembly will seek to limit staff increases to areas where approved program growth and support absolutely requires additional staff and to reduce staff where this can be E 1 ' done without adversely affecting approved service levels. Capital Construction Emphasis will be placed upon continued reliance on a viable level of paydown capital construction to fulfill needs in an Assembly approved comprehensive capital improvements program. ' Program Expansions Proposed expansion to existing programs and services must be submitted as budgetary increments requiring detailed justification. Every proposed program or service expansion will be scrutinized on the basis of its relationship to the health, safety, and welfare of the community. New Programs New programs or services must also be submitted as budgetary increments requiring detailed justification. New programs or services will be evaluated on the same basis as program expansion plus an analysis of long term fiscal impacts. Existing Service Costs ' The justification for base budget programs costs will be a major factor during budget review. I Administrative Costs In all program areas, administrative overhead costs should be kept to an absolute ' minimum. Functions of all departments and agencies should be reviewed in an effort toward reducing duplicate activities within the Borough government and the autonomous and semi- autonomous agencies which receive appropriations from the Borough. The budget will provide for adequate maintenance of capital plant and equipment and for its orderly replacement. ' The administration will maintain budgetary controls at the character level within each organizational unit. (Characters are broad classifications of expenditures: fringe benefits, contractual services.) I The preparation and distribution of monthly budget status reports, interim financial statements, and annual financial reports is required. ' The Borough will remain current in payments to the retirement system. The Borough will develop and annually update a long range (3 -5 years) financial forecasting system that will include projections of revenues, expenditures, and future costs and financing of capital improvements that are included in the capital budget. ' The Borough will develop and annually update a financial trend monitoring system which will examine the ti:,al trrnds from the preceding 5 years. 1 17 (Trends such as revenues and expenditures per capita and adjusted for inflation. liquidity, or operating deficits.) Where possible, trend indicators will be developed and tracked for specific elements of the Borough's fiscal policy. .. Debt Policies The Borough will not fund current operations from the proceeds of borrowed funds. an The Borough will confine long -term borrowing to funding of capital improvements or projects that cannot he financed go from current revenues. When the Borough finances capital projects by issuing bonds, it will repay the debt within a period not to exceed the expected useful life of the project. Target debt ratios will be annually calculated and included in the review of financial trends. Net debt as a percentage of the estimated market value of taxable property should not exceed 2 %. The ratio of debt service expenditures as a percent of governmental fund expenditures should not exceed 159. .. The Borough recognizes the importance of underlying and overlapping debt in analyzing financial conditions and regularly analyze its indebtedness. The Borough will maintain good communications about its financial condition with bond and credit institutions. The Borough will follow a policy of full disclosure in every annual financial statement and bond official statement ,.* The Borough will avoid borrowing on tax anticipation and maintain an adequate fund balance. t. Revenue Policies The Borough will try to maintain a diversified and stable revenue structure to shelter it from short -run fluctuatiIvrI any one revenue source. The Borough will attempt to maintain a diversified and stable economic base by supporting policies that promote t( 1, 1r fishing, agriculture, commercial, and industrial employment. The Borough will estimate its annual revenues by an objective, analytical process. The Borough, where possible and reasonable, will institute user fees and charges for specialized programs and � , . • "�" Rates will be established to recover operational, as well as capital or debt service costs. The Borough will regularly review user fee charges and related expenditures to determine it pre - established rc, goals are being met. The Borough will maintain a sound, consistent, and equitable ad valorem property tax assessment program Borough will follow an aggressive policy of collecting tax revenues where the annual level of uncollected . ;. property tax should not exceed 2 The Borough should routinely identify governmental aid funding possibilities. However, before applying 1 accepting intergovernmental aide, the Borough will assess the merits of a particular program as if it were tund local tax dollars. Local tax dollars will not be used to make up for losses of intergovernmental aid with,-t,t reviewing the program and its merits as a budgetary increment. 18 1 4. 1 1 1 1 , 1 1 1 1 �a. e Investment Policies The Borough will maintain an investment policy based on the Government Finance Officers Association (GFOA) model in estment policy. The Borough will conduct an analysis of cash flow needs on an ongoing basis. Disbursements, collections, and deposits of all funds will be scheduled to ensure maximum cash availability and investment potential. When permitted by law, the Borough will pool its various funds for investment purposes. The Borough will obtain the best possible return on all investments consistent with the underlying criteria of liquidity and safety of principal. The Borough will regularly review contractual opportunities for consolidated banking services. Accounting, Auditing, and Financial Reporting Policies The Borough will establish and maintain a high standard of accounting practices in conformance with Generally Accepted Accounting Principals (GAAP). The accounting system will maintain records on a basis consistent with accepted standards for government accounting according to the Government Accounting Standards Board (GASB). ' Regular monthly financial statements and annual financial reports will present a summary of financial activity by departments and agencies within all funds. Where possible, the reporting system will also provide monthly information on the total cost of specific services by type of expenditure and revenue by fund. An independent firm of certified public accountants will perform an annual financial and compliance audit and will publicly issue an opinion which will be incorporated into the Comprehensive Annual Financial Report (CAFR). The Borough will annually strive for the GFOA Certificate of Achievement for Excellence in Financial Reporting and the GFOA Distinguished Budget Presentation Award. Capital Budget Policies The Borough will make all capital improvements in accordance with an adopted capital improvements program. The Borough will develop a multi -year plan for capital improvements which considers its development policies and links the development process with the capital plan. The Borough will enact an annual capital budget based on the multi -year capital improvements program. The Borough will coordinate development of the capital improvement budget with development of the operating budget. Future operating costs associated with new capital projects will be projected and included in operating budget forecasts. The Borough will maintain all its assets at a level adequate to protect its capital investments and to minimize future maintenance and replacement costs. The Borough will identify the "full -life" estimated cost and potential funding source for each capital project proposal before it is submitted to the assembly for approval. The Borough will determine the total cost for each potential financing method for capital project proposals. 19 The Borough will identify the cash flow needs for all new projects and determine which financing method best meets the cash flow needs of the project. 1. Reserve Policies The Borough will maintain a fund balance designation for fiscal cash liquidity purposes; i.e. fiscal reserve that will provide sufficient cash flow to minimize the potential of short term tax anticipation borrowing. The Borough will maintain appropriated contingencies to provide for unanticipated expenditures. The three contingencies and their recommended minimum funding levels are: Emergency Contingency 1.00 % of General Fund Personnel Contingency .50 % of General Fund Litigation Contingency .25 % of General Fund The Borough will maintain sufficient self - insurance reserves, as established by professional judgment, based on the funding techniques utilized and the recorded losses. REVENUE SOURCES AND GENERAL FUND ESTIMATES TAXES Real and Personal Property Taxes. Alaska Statute (AS) 29.45.010- 29.45.500: The assessed valuation (as of January I, 1994) is estimated at $633,500,000. The tax levy for real and personal property is 6.75 mills. The estimated property tax revenue is $4,146,185, with 85% being from real property and 15% being from personal property. The current delinquency rate is 1.8 %r. For budget purposes, the amount of tax generated by one (1) mill is $633,500. Severance Tax. KIB Ordinance 91 -03 created a new code section 3.26.010 - 3.26.090: The tax levy for the severance tax is the base Borough mill levy of 6.75 mills. The estimated severance tax revenue for FY95 is $749,250. The breakdown of value: rock, sand, and gravel is equal to $6,750; timber is equal to $236,250; fish is equal to $506,250, with no estimated revenues from minerals at this time. For budget purposes, the amount of tax generated by one (1) mill is $111,000. 1 1 i Penalty and Interest on Taxes Receivable. AS 29.45.650 and KIB Code of Ordinances: Interest and penalty on delinquent property taxes. Penalty is levied up to 10% for late payment and the interest rate is 12% per annum. Estimated revenue from this source is $103,000. Mlotor Vehicle Tax. AS 29.10.431 provides for an alternative to the collection of property tax on motor vehicles. A motor vehicle tax would be levied at a flat rate and collected by the Department of Public Safety, Division of Motor Vehicles, and remitted to the Borough. This motor vehicle tax is anticipated to reduce the delinquency rate for personal property taxes and improve collection of taxes on vehicles. Revenue from this source is estimated at $160,000. STATE REVENUES School Debt Reimbursement. AS 14.11.100: State aid for retirement of school construction debt. The State reimburses the Borough for expenditures on school debt as follows: up to 80% on bonds issued after June 30, 1983; 90% of bonds issued after December 31, 1981, but before June 30, 1983; school bonds approved between June 30, 1977, and January I, 1982, are reimbursed at 80% of annual costs with a two -year lag, and school debt incurred prior to July 1, 1977, would be reimbursed at 100% of annual costs with a two -year lag. After fiscal year 1985, the state will reimburse up to 80% debt service expenditures for school bonds approved by voters after June 30, 1983. The estimated reimbursement for FY95 is $2,570,000. State Revenue Sharing. AS 29.60.010 - 29.60.030: State Equalization of Tax Resources for Municipal Services. The equalization entitlement computation is based on: population, the relative ability to generate revenue, and local tax burden of the taxing unit. The estimate for FY95 is $340,000. Municipal Assistance. AS 29.60.350 - 29.60.370 and 43.20.011- 43.20.016: Distribution of Gross Business Receipt Taxes. Monies in the Municipal Assistance Fund are generated by the corporate income tax, which is collected by the State. If the appropriation is insufficient for distribution of the full base amount to each Alaska municipality, the amount available will he prorated based on the amounts received during FY78. If the amount appropriated exceeds the base amount to be distributed, the excess shall be allocated to each municipality on the basis of the population of the municipality minus the population of cities within the municipality. The current net cities population of the KIB for municipal assistance purposes is 7,534. The total official census of the KIB is 15,558, adopted by the Alaska Department of Community and Regional Affairs for purposes of entitlement computation for FY89 and FY90. Municipal assistance is dependent on legislative appropriation. Our projection for FY95 is $340,000. Electric and Telephone Cooperative Revenue Sharing. AS 10.25.570: Electric and Telephone Cooperative Act. A refund to local governmems of the gross revenue tax collected from electric and telephone cooperatives within the Borough area outside the city, less the cost expended by the State in their collection. The estimate for FY95 is $8,000. Fish Tax Revenue Sharing. AS 43.75.130: Retund to local governments of the amount of fisheries business tax revenue collected by the state. Fisheries businesses are those X00 take, purchase, or otherwise acquire a fishery resource. The amount of the refund for the Borough is 50% of the revenues collected in the Borough area outside cities, and 23 c of the revenues collected from fishery businesses located in cities within the Borough. The estimate for this fiscal year is S I,OW.WO. 'I on Tobacco Tax Revenue Sharing. AS 43.50.010 - 43.50.190: Revenue generated by the tobacco tax is to be used exclusively to rehabilitate, construct, and repair the municipality's school facilities and for the costs of insurance on the school facilities. Tobacco tax distribution is administered by the Department of Education. The components of the formula used to determine the allocation of this revenue are the Average Daily Membership (ADM), the total ADM of all city or borough school districts, and the total cigarette tax money available for distribution, after a basic allotment of $6.000 for each city or borough school district is set aside. Estimated entitlement for FY95 is $70,000. NOTE: Monies received for tobacco tax are deducted from the reimbursement by the State for school construction; therefore, the net revenue from this source is zero. LOCAL REVENUE .+ Interest Earned on Investments. KIB Ordinance 84 -2, Investment of Monies: Available monies are invested under the guidelines established by this ordinance, and investment and collateral ization policy procedures determined by the Finance Director. A central treasury is maintained for efficiency of pooled resources. Interest revenue generated through investment is allocated to participating funds. The general fund maintains approximately 28 /� of the allocation. Estimated interest revenue for FY95 is $320,000 (in the General Fund) Miscellaneous Revenue. This category includes revenues generated from animal control, emergency services, sale of copies, and other miscellaneous revenue. Our estimated revenue from these sources is $45,150. TRANSFERS FROM OTHER FUNDS This is revenue from other funds for services provided by the general fund. 22 ,� 15 YEAR ANALYSIS OF .ed Value (in Millions) 13 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 Fiscal Year Droperty Real Property Total Assessed Value --4 1 1 1 1 � I 1 KODIAK ISLAND BOROUGH FIFTEEN -YEAR ANALYSIS OF TAX RATE AND LEVY Fiscal Year 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 Personal Property Assessed Valuation 132,268,500 (a) 149,474,150 72,919,918 (b) 64, 550,756 (c) 50,369,200 (d) 46,204,800 39,003,109 48,795,064 58,727,868 73,508,740 76,594,500 91,537,867 92,174,619 92,264,018 98,500,000 Real Property Assessed Valuation 225,394,400 187,598,046 307,400,381 325,435,262 353,643,800 374,136,300 369,860,196 379,969,521 378,072,396 406,433,607 439,710,369 467,821,217 485,029,021 520,814,455 535,000,000 Total Assessed Valuation 357,662,900 337,072,196 380,320,299 389,986,018 404,013,000 420,341,100 408,863,305 428,764,585 436,800,264 479,942,347 516,304,869 559,359,084 577,203,640 613,078,473 633,500,000 Tax Rate Per $1,000 6.98 7.00 7.00 3.75 3.75 3.75 4.51 4.51 4.50 4.50 4.50 5.50 5.50 5.50 6.75 Total Tax Levy 2,257,590 2,118,431 1,876,462 1,646, 752 1,508,003 2,024,237 2,181,410 1,926,427 1,991,902 2,034,500 2,237,629 2,840,482 3,075,629 3,270,800 4,276,125 (a) Reflects changing boats from full value to 5/15. (b) Reflects exemption of inventories. (c) Reflects exemption of head of household items and fishing gear. (d) Reflects exemption of boats under 5 tons. Mill Rate KODIAK ISLAND BOROUGH 15 YEAR ANALYSIS OF TAX RATE 7.5 7 6.6 6 5.5 5 4.5 4 3.5 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 1995 Fiscal Year The property tax mill rate has been increased to 6.75 mills for FY95. This increase was necessary for debt service on the General Obligation Bonds issued in FY94. (It should be pointed out that while the tax rate was 3.75 mills from 1984 to 1986, 4.51 mills from 1987 to 1988, and 4.5 mills from 1989 to 1991, the Borough expended more than it took in every year but 1989.) 25 RAW FISH TAX PREVIOUS 10 YEARS Fiscal Amount Year Received 1985 709,477 1986 646,747 1987 647,057 1988 871,703 1989 875,085 1990 2,044,881 1991 1,082,779 1992 1,295,921 1993 1,005,664 1994 1,213,056 Raw Fish Tax Last 10 Years Raw Fish Tax (in Millions) 2" 1 1 0 0 Raw fish tax was between $600,000 and $900,000 per year in the 1980's but underwent a tremendous increase in 1990 to over $2,000,000. It dropped to $1,082,779 in 1991 because of the Exxon Valdez oil spill, but had climbed back to $1,295,291 by 1992. For fiscal year 1995, we are projecting $1,000,000. 26 1983 1984 1985 1986 1987 1988 1989 1990 1991 1992 1993 1994 Fiscal Year GENERAL FUND L. G L; G. 6..� 6iiii. ` m Wm WMI fly W= kiM M M M = M � O NO. NAME I . Kodiak College 2. Kodiak Head Start 3. Kodiak Historical Society 4. KMXT Public Radio EDUCATIONAL SUBTOTAL HEALTH AND SOCIAL SERVICES 5. American Red Cross 6. Brother Francis Shelter 7. KANA - Family Center 8. Kodiak Arts Council 9. Kodiak Baptist Mission 10. Kodiak Council on Alcoholism 11. Kodiak Health Center 12. Kodiak Respite Center 13. Kodiak Women's Resource and Crisis Center 14. Rainbow Child Care Center 15. Salvation Army 16. Senior Citizens of Kodiak 17. Small World, Inc. 18. Special Olympics HEALTH AND SOCIAL SERVICES SUBTOTAL OTHER 19. Alaska's Future Leaders 20. Alaska Legal Services 21. Elks - Fireworks 22. Kodiak Island Sportsmen Association 23. Kodiak Little League 24. Kodiak Summer Sports Camps 25. Santa to the Villages OTHERSUBTOTAL TOTALS SUMMARY VARIOUS AGENCIES FUNDING - FY95 AGENCY STATE K.I.B. FY94 FY93 FY92 REQUEST FUNDS FUNDS TOTAL TOTAL TOTAL $ 34.000 0 S34.000 S34,000 $34.000 $ 34,000 8,200 0 8.200 8,200 8,200 8,200 12.000 0 9.000 9 9,000 9 15.000 0 12.000 12.000 12.000 12.000 S69.200 0 S63.200 S63,200 $ 63,200 $ 63,200 S2,000 0 S 2,000 $ 2,000 S2.000 $ 2,000 20.000 0 20,000 20,000 0 0 16.000 0 16,000 8,000 10,000 10,000 13 0 13,000 13,000 16,500 16,500 60.000 21,590 27,500 55,400 60,000 60,000 90 16,575 30,000 90,000 90,000 60,000 2.500 0 2,000 2,000 2,000 2,000 8,820 0 5,000 3,000 3,000 3,000 42,900 7,905 34,700 39,000 38,114 34,900 2,500 0 2,500 2,000 0 0 7,500 0 7,500 5,000 0 0 24,000 0 24,000 24,000 24,000 24,000 18,000 0 18.000 16,000 18,000 18,000 6,000 0 6.000 6,000 7,000 3.000 $ 313,220 S 46,070 S 208.200 $ 285 $ 270,614 $ 233.400 $ 5,000 $ 0 $ 2.000 $ 2,000 $ 0 S 0 5,000 0 4.000 2,000 0 7,000 3.000 0 0 0 1,500 1,500 4,000 0 2.000 2,000 2,500 2,500 10,000 0 5,000 2,500 2,000 2,000 6,000 0 4,000 4,000 3,886 3,000 2 .500 0 2.300 2.300 1.000 1.000 $ 35,500 S 0 19,300 14,800 $ 0,886 17,000 417 920 4$ 6.070 290 700 S 363,400 $ 344.700 313.600 27 General Fund Revenues by Source nscal Year i 995 4,847,885 The largest source of revenue for the general fund continues to be property tax at over 50%. Intergovernmental revenues constitute over 20% of general fund revenues. The Borough instituted a severance tax in fiscal year 1992 which accounted for almost 10% of projected Borough revenue in fiscal year 1993. GENERAL FUND REVENUES Fiscal Year Fiscal Year 1992 Actual 1993 Actual Property Tax Severance Tax Licenses & Permits Intergovernmental Revenue Interest Earnings Miscellaneous Revenues Use of Fund Balance Total $ 3,454,725 530,083 42,938 2,450, 339 367,551 334,699 0 $ 7,180,335 $ 3,777,708 703,450 50,801 1,991,730 289,570 383,026 0 $ 7,196,285 Fiscal Year 1994 Projected $ 3,939,170 870,000 102,450 2,060,717 250,000 68,689 0 $ 7,291,026 Fiscal Year 1995 Budget $ 4,847,885 749,250 56,500 1,729,200 320,000 45,150 280,381 $ 8,028,366 M 58,500 1,72900 ■ Property Tax ■ Severance Tax ■ Licenses & Permits ■ Intergovernmental Revenues 280,381 Interest Earrings 45,150 ■ Miscellaneous Revenues . Use of Fund Balance GENERAL FUND REVENUES Fiscal Year Fiscal Year 1992 Actual 1993 Actual Property Tax Severance Tax Licenses & Permits Intergovernmental Revenue Interest Earnings Miscellaneous Revenues Use of Fund Balance Total $ 3,454,725 530,083 42,938 2,450, 339 367,551 334,699 0 $ 7,180,335 $ 3,777,708 703,450 50,801 1,991,730 289,570 383,026 0 $ 7,196,285 Fiscal Year 1994 Projected $ 3,939,170 870,000 102,450 2,060,717 250,000 68,689 0 $ 7,291,026 Fiscal Year 1995 Budget $ 4,847,885 749,250 56,500 1,729,200 320,000 45,150 280,381 $ 8,028,366 M 58,500 1,72900 General Fund Expenditures by Function Fiscal Year 1995 94,800 3,861,340 -_0,636 429,310 325,920 ■ General Government . Public Safety M Education ■ Cuitwe and Recreation ■ Heafth and Welfare ■ Assessing . Community Developemnt Education support accounts for almost half of the general fund expenditures projected for fiscal year 1995. This is also an area that is experiencing rapid growth in the general fund budget. Education support has grown from $3,474,721 in fiscal year 1993 to a projected $3,861,340 in fiscal year 1995. GENERAL FUND EXPENDITURES BY FUNCTION Last Three Years Fiscal Year Fiscal Year 1992 Actual 1993 Actual General Government Public Safety Education Culture and Recreation Health and Welfare Assessinz Community Development Total $ 1,701,475 97,616 3,527,510 190,700 706,250 236,023 354,147 $ 6,813,721 31 $ 1,756,510 106,102 3,474,721 198,586 694,492 248,819 384,650 $ 6,863,880 Fiscal Year 1994 Projected $ 1,952,799 100,436 3,618,538 133,000 752,250 320,840 417,404 $ 7,295,267 Fiscal Year 1995 Budget $ 1,720,636 94,800 3,861,340 153,500 1,442,860 325,920 429,310 $ 8,028,366 1,442,860 153,500 GENERAL FUND SUMMARY 32 F.Y. 1995 F.Y. 1992 F.Y. 1993 F.Y. 1994 F.Y. 94 APPROVED ACTUAL ACTUAL BUDGET PROJECTED BUDGET Property Taxes Real $ 2,542,066 $ 2,701,162 $2,860,000 $2,859,842 $ 3,611,250 Allow. For Disability (5,428) (5,123) (5,300) (8,213) (5,740) Allow. For Farm Use (5,392) (6,239) (6,400) (6,956) (8,100) Allow. For Senior Citizen (94,721) (95,682) (100,000) (133,093) (116,100) Personal Property 419,503 499,048 522,500 500,343 664,875 TOTAL PROPERTY TAXES $ 2,856,028 $ 3,093,166 $ 3,270,800 $ 3,211,923 $ 4,146,185 Non Ad Valorem Taxes Boat Tax over 5 Tons $ 8,897 $ 9,595 $ 9,510 $ 9,234 $ 9,500 Motor Vehicle Tax 167,056 150.012 180,000 180,000 160,000 TOTAL NON AD VALOREM TAXES S 175,953 $ 15 $ 189,510 $ 189,234 $ 169,500 Payment in Lieu of Taxes PEAT - Federal $ 410,358 $ 411,870 $ 412,000 $ 412,572 $ 412,000 PILOT-Kodiak Island Housing 8,088 9,544 9,500 10,277 10,000 PILOT-State of Alaska 4,298 2,449 2,500 7.164 7.200 TOTAL PAYMENT IN LIEU TAXES $ 422,744 $ 423,863 $ 424,000 $ 430,013 $ 429,200 Severance Taxes Fish $ 428,511 $ 581,875 $ 605,000 $ 605,000 $ 506,250 Mining 5,567 4,822 5,000 5,000 6,750 Logging 96,005 116,753 204,700 260,000 236,250 TOTAL SEVERANCE TAXES $ 530,083 $ 703,450 $ 814,700 $ 870,000 $ 749,250 Penalties & Interest Penalties & Interest 83,127 101,072 91,00 108,000 103,000 TOTAL PENALTIES & INTEREST $ 83,127 $ 101,072 $ 91,000 $ 108,000 $ 103 License and Permits Annual Use Permit $ 0 $ 1,750 $ 750 $ 750 $ 0 Building and Trailers 25,489 21,819 60,000 60,000 35,000 Subdivision Fees 8,343 5,568 5,000 7,000 5,000 Conditional Use Permit 200 600 500 1,600 500 Zoning Compliance Permit 0 1,925 1,500 2,500 2,500 Exceptions 325 0 500 500 0 Variance Fee 525 875 1,500 1,800 2,000 Zoning Change Fee 550 10,400 5,000 5,000 3,000 Electric Permit 3,298 4,301 12,000 12,000 5,000 Plumbing Permit 2,232 2,653 9,000 9,000 3,000 P &Z Review Fee 450 675 250 900 500 Special Land Use 0 0 0 200 0 Road and Utilities Insp. 360 0 0 0 0 Dog Licenses 780 235 300 1,200 0 Business License & Permits 0 0 0 0 0 Site Plan Review 386 0 0 0 0 TOTAL LICENSES & PERMITS $ 42,938 $ 50,801 $ 96,300 $ 102,450 $ 56,500 Intergovernmental Revenues Federal Shared Revenue National Wildlife Refuge $ 6,990 $ 7,036 $ 6,000 $ 6,000 $ 6,000 National Forest Fund 240 309 300 680 700 TOTAL FEDERAL SHARED REVENUE S 7,230 $ 7,345 $ 6,300 $ 6,680 $ 6,700 32 33 F.Y. 1995 F.Y. 1992 F.Y. 1993 F.Y. 1994 F.Y. 1994 APPROVED ACTUAL ACTUAL BUDGET PROJECTED BUDGET ltatr lounrs State Shared Revenues State Revcnue Sharing S 594.576 S 517,464 S 410.000 S 399,010 S340,000 Municipal Assistance 543.407 451.010 419,000 402,201 340,000 Raw Fish Tax 1.295.921 1,005.664 1.200.000 1,213,056 1,000,000 Raw Fish Tax -Off Shore 0 0 34.000 31.070 34,000 Amusement & Games 528 240 700 700 500 Telephone & Electric 8.677 10,007 8.000 8.000 8,000 TOTAL STATE SOURCES S 2.443.109 S 1.984.385 $ 2.071.700 $ 2.054,037 $ 1.722.500 TOTAL INTERGOVERNMENTAL S 2.450.339 S 1.991.730 S 2,078.000 S 2,060.717 S 1,729,200 Charges for Services Fee - Road & Utilities S 0 120 $ 0 Lo LO- TOTAL CHARGES FOR SERVICES S 0 S 20 S 0 so S 0 Fines Animal Control S 5.870 S 6,772 S 7.000 S 7,000 S 5,000 Zoning Violations 0 0 0 0 0 TOTAL FINES S 5.870 S 6.772 S 7,000 S 7,000 $5,000 Interest Interest Earnings 5364,833 $289.570 5250,000 $250,000 5320,000 Gain or Loss on Exchange 2,718 0 0 0 0 TOTAL INTEREST 5367.551 5289.570 5250,000 5250.000 5320,000 Miscellaneous- Classified Jury Duty S 300 S 163 S 100 $ 100 $ 100 Sale of Copies 7.299 8.979 0 0 0 Sale of Maps 0 743 500 2.400 2.000 Sale of Computer Data 0 200 0 0 50 Fee - Dishonored Checks 576 662 500 1.200 1.000 Day Care - Admin. Reimbursement 0 0 0 0 0 Local Election Reimbursement 0 0 0 0 0 Other 77,922 2.581 2,000 2,000 2.000 C &RA 2,845 1,047 0 1,500 0 Land Leascs 1,250 725 2,000 2,000 2,000 Switchboard Services 13.027 0 0 0 0 Emergency Medical Services 48.624 30.665 33,000 33,000 33.000 Recycle Efforts 0 0 0 0 0 Insurance Rebate -Misc. 8.326 21.905 0 9,189 0 Admin. Fee Cap. Prof. 0 902 0 0 0 Legal Fee Reimbursement 3.863 3.315 0 5,400 0 IBEW Reimhursement 0 0 5.300 4.800 0 Exxon Reimbursement 0 303.307 0 0 0 TOTAL MISCELLANEOUS CLASSIFIED S 164.032 S 375.194 S 43.400 S 61.589 S 40.150 U,e of Fund Balance S 0 S 0 S 0 S 0 S 280.381 Operating, "Transfers In 581.670 50 S0 S0 50 Capital Projects -KIB 0 0 0 0 0 TOTAL OPERATING TRANSFERS IN S 81.670 SO SO SO SO Sale of Fixed Assets Sale of General Fixed Assets $ 0 S 1.040 $0 S 100 S 0 TOTAL SALE OF FIXED ASSETS S 0 S I.t140 S 0 S 100 S 0 TOTAL REVENUES. OTHER FINANCING SOURCES. AND TRANSFERS IN S 7.180.335 S ' I �r .'_ t5 S 7.264.710 S 7.291.026 S 8.028.366 33 F Y 1995 F.Y. 1992 F.Y. 1993 F.Y. 1994 F. Y. 1994 APPROVED ACTUAL ACTUAL BUDGET PROJECTED BUDGET Ex penditures Dept. 100 Assembly S 124.649 S 152.023 S 132.734 S 153.634 S 121.236 Dept. 105 Borough Mayor 159.293 168.419 177.320 185,471 189.480 Dept. 110 Borough Clerk 204.818 216.059 251.332 253.762 280.250 Dept. 115 Legal Services 184.707 271.495 123,278 173.004 161.000 Dept. 120 Finance Department 307.954 386.552 613.750 613.970 507.210 Dept. 130 Assessing 236.023 248.819 320.240 320.840 325.920 Dept. 135 Engineering /Facilities 88.484 120.643 164.566 105.790 38.710 Dept. 140 Community Development 354.147 384.650 415.340 410:990 129.310 Dept. 142 Building Inspection 78.288 72.550 80.150 82.150 84.500 Dept. 160 Economic Development 67.946 38.897 82.000 84.150 117.00() Dept. 165 General Administration 318.332 384.920 370.350 374.018 296.750 Dept. 175 Emergency Preparedness 19,328 33,552 18,200 18.286 10.300 Dept. 180 Education Support 3,527,510 3,474,721 3,626,000 3.618,538 3.861.340 Dept. 185 Health and Sanitation 706,250 694.492 752.250 752.250 1.442.860 Dept. 190 Culture and Recreation 190,700 198.586 128,200 133.000 153.500 Dept. 195 Transfers 15.774 17.502 9.000 9.0w u nuii TOTAL EXPENDITURES $6.584.203 6.863.880 $ 7.264.710 S 7.288.853 S 8.028.366 34 PROGRAM BUDGET SUMMARY Program Assembly Program Description The Kodiak Island Borough Assembly is elected by the citizens of the Kodiak Island Borough to establish policy for the Borough by the Assembly /Mayor form of government under which the Borough operates. Goal To protect and improve the quality of life for Borough citizens by passing policy statements that reflect the wants and needs of all Borough residents. Objectives For 1994 -1995 Ensure funding levels that reflect the priorities of Borough citizens. Improve efficiency of local government through policy decision. Ensure Borough elections are conducted according to all local, state, and federal statutes. Significant Budget Changes No significant budget changes. i 36 1 'i I C EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $ 16,800 $ 16,600 $ 16,800 $ 16,800 $ 16,800 Fringe Benefits 1,573 1,284 1,514 1,514 1,616 Political Lohbyist 45,296 58,102 50,000 55,000 50,600 Support Goods & Services 60,980 76,037 64,420 80,320 52,220 TOTAL $ 124,649 $ 152,023 $ 132,734 $ 153,634 $ 121,236 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Regular Assembly Meetings 23 25 22 24 Special Meetings 2 4 2 2 Joint Work Sessions 9 9 9 9 Work Sessions 20 21 22 24 Other Meetings Attended - Boards & Commissions NA NA NA 80 SWAMC Conference NA NA NA 1 AML Conference NA NA NA 2 Ordinances 43 50 35 45 Resolutions 52 64 50 55 Contracts NA NA NA 50 Other Items NA NA j NA 48 17 PROGRAM BUDGET SUMMARY Program Mayor's Office Program Description The Mayor is elected by the citizens of the Kodiak Island Borough to provide administrative input to Assemble policy decisions and to serve as the chief executive officer of the Kodiak Island Borough. Goal To provide useful information to the assembly for policy consideration and to administer high - quality. cost - effective service delivery programs to the citizens of the Kodiak Island Borough. Objectives for 1994 -1995 To implement all of the duties defined in Kodiak Island Borough Code 2.20.030. To implement, as much as possible, within the constraints of time, limited staff, and available funds, the Assembly goals and objectives. To monitor the effectiveness of all Borough operations. To provide the Assembly with administrative support necessary to develop and implement policy. Significant Budget Changes No significant budget changes. t 1 I 38 Vow 1 1 1 LJ 1 '1 1 1 17 u EXPENDITURES Number of Employees F. Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Personnel Services $ 101,438 $ 103,132 $ 106,920 $ 107,920 $ 110,500 Fringe Benefits 30,324 29,922 34,710 34,710 35,590 Support Goods & Services 27,531 35,365 35,690 43,641 43,390 Capital Outlay 0 0 0 0 0 TOTAL $ 159,293 $ 168,419 $ 177,320 $ 186,271 $ 189,480 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Borough Mayor I 1 1 1 Staff Assistant /Personnel Director 0 0 0 0 Administrative Assistant /Secretary III I 1 1 1 TOTAL 2 2 2 2 39 n PROGRAM BUDGET SUMMARY Program Clerk's Office Program Description The Borough Clerk's office is responsible for administrative support to the Assembly, conduction of elections. records management program, and public information. Goal To provide efficient administrative support to the governing body; administer Borough elections according to local, state, and federal statutes; provide policy guidance, direction, and assistance to Assembly Members; provide a uniform method for the management, preservation, retention, and disposal. of Borough records in order to increase administrative efficiency, organize paper flow, and reduce administrative costs. Objectives for 19941995 Perform all duties required by state statute and the KIB Code of Ordinances including, but not limited to. attesting all deeds, contracts, and appropriate documents that require the Borough seal. Administer all Borough elections including regular, special, and service area elections; ensure that elections are accountable and certifiable and that all election workers are trained on election laws; follow all laws governing elections. Coordinate all Borough Assembly meetings and provide complete and accurate records of proceedings for all regular and special meetings. Ensure that ordinances, resolutions, and other actions of the Assembly are correct and reflect the intent of the governing body; codify all adopted ordinances, and process and issue supplements to all subscribers of the Borough Code; review and recommend changes to the Borough Code. Serve as a conduit between the Assembly, administration, and public providing information on policies adopted by the Assembly to keep all concerned accurately informed. Coordinate and process all appeals to the Assembly Board of Adjustment. Prepare Borough news page weekly for publication, ensuring that the public is kept aware of actions before the governing body and other Borough commissions and departments while meeting all requirements of public notice by la«. Provide an Assembly - approved records retention schedule; provide safe and efficient storage and retrieval of inactive, historical, and vital records; provide an efficient, effective records system through state -of -the -art methods and technologies; provide uniform written procedures for file maintenance, transfer of inactive records, disposition of records. and microfilming services; provide long -range records management planning. Significant Budget Changes No significant budget changes. I 40 ,t:. n 7 EXPENDITURES Number of Employees F. Y. 1992 A TUA F.Y. 1993 — ACTUAL F.Y. 1994 B UDGET PROJECTED F.Y. 1994 APPROVED F.Y. 1995 Personnel Services $ 108,647 $ 115,353 $ 124,142 $ 124,142 $ 128,220 Fringe Benefits 34,854 37,453 39,900 44,220 43,540 Contracted Services 0 0 0 0 0 Support Goods & Services 60,530 63,253 87,290 85,400 99,390 Capital Outlay 787 0 0 0 9,100 TOTAL $ 204 $ 216,059 $ 251,332 $ 253 762 $ 280 250 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Borough Clerk I 1 1 1 Borough Deputy Clerk I 1 I 1 Records Coordinator I 1 1 1 TOTAL 3 3 3 3 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Ordinances 43 50 35 45 Resolutions 52 64 50 55 Minutes (pages) 369 517 450 500 Regular Assembly Meetings 23 25 22 24 Special Meetings 2 4 2 2 Joint Work Sessions 9 9 9 9 Work Sessions -)0 21 22 24 Other Meetings Attended 7 12 10 10 Plats Filed 24 26 24 25 Beverage Licenses Reviewed 12 20 10 15 Gaming Licenses Reviewed 9 12 15 15 Borough Newspage Publications 56 125 95 100 Elections 1 3 1 3 Recount 0 3 3 0 Absentee Voters IM I 397 293 300 Re� Voters 6.263 6,654 6,904 7,000 Code Supplements 4 4 3 4 Archival Records Requests N/A 130 378 400 Archival Records Destroyed 54 cu. ft. 112.5 cu. ft. 1.000 Archival Records Added \ 353 cu. ft. 485 cu. ft. i00 Notary \ N/A 56 tau 41 PROGRAM BUDGET SUVIlVMARY Program Legal Services Program Description The Borough Attorneys provide legal counsel and advice to the Mayor, the Assembly, and all departments of the Borough. The attorneys are responsible for representing the Borough in lawsuits brought by or against the Borough in state or federal courts. Goal To protect the Borough from financial loss, from actual or potential legal action, ensure that all Borough operations are conducted in accordance with the law so that legal liabilities do not arise, and provide legal advice and support to elected officials and staff members. Objectives for 19941995 Defend lawsuits brought against the Borough. Provide legal advice and counsel, and answer legal questions raised by the Mayor and Assembly Members. Assist departments in resolving legal problems as they arise before they create serious difficulty. Significant Budget Changes Into significant budget changes. 4 EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Let!al Fees $ 135,028 $ 234,810 $ 95,278 $ 120,000 $ 130,000 Support Goods & Services 49,679 36,685 28,000 53,004 31,000 TOTAL $ 184,707 $ 271.495 $ 123,278 $ 173,004 $ 161,000 43 PROGRAM BUDGET SUMMARY Program Finance Program Description The Borough Finance Department has many different areas of responsibility, many of them quite dissimilar. Our main function is to properly budget, account for, and report promptly and correctly on all revenues and expenditures of the Kodiak Island Borough and its subsidiary and /or affiliated governmental entities. All budgeting, accounting, and reporting efforts are to be annually updated to include all new pronouncements by our promalgating policy bodies including GASB, AICPA, etc. Our other functions include cash management, collections on all receivables including taxes, issuance and refinancing of debt instruments (bond sales), risk management. and other related functions. Goal To provide all Borough departments and citizens with accurate and timely financial records; to provide reliable and competent accounting services to all Borough departments; to provide for high returns on investments while minimizing risk and maintaining needed liquidity; and to assure that Borough accounts receivable and payable are settled in a timely fashion. Objectives for 19941995 To maintain the Certificate of Achievement Award for Financial Reporting for Fiscal Year 1994. To maintain the award for a Distinguished Budgetary Presentation by the Government Finance Officer Association. To continue to have the Short Report (monthly financial statements) distributed within three working days of the end of the month. To have the Comprehensive Annual Financial Report (CAFR) distributed by September 30. To continue our high rate of tax collections and all other receivables. To issue and evaluate a request for proposal for audit services. To successfully convert our financial system from version 3.3 to 4.0, a major change. Significant Budget Changes None. Previous Year's Accomplishments The Kodiak Island Borough received the GFOA Distinguished Budgetary Award for our fiscal year 1994 hudzct We also received the award in fiscal years 1990, 1991, 1992, and 1993. Upon submittal of our fiscal year 1993 annual report, we received the GFOA's Certificate of Achievement Award. We also received Certificate of Achievement awards for fiscal years 1989, 1990, 1991, and 1992. We have maintained our high rate of tax collections. At this time, 96% of 1993 taxes are collected and 99/c o f 1992 taxes are collected. 44 r 1 t I 1 � L 1 L EXPENDITURES Number of Employees F.Y. 1992 ACTU F.Y. 1993 F.Y. 1994 PROJECTED F.Y. 1994 APPROVED F.Y. 1995 Personnel Services $ 210,459 $ 272,990 $ 331,350 $ 334,070 $ 356,720 Fringe Benefits 57,386 79,837 102,730 102,730 113,210 Support Goods & Services 30,490 54,601 199,390 196,890 183,500 Capital Outlay 11,580 2,678 6,280 6,280 5,500 Allocated to Projects (1,961) (23,554) (26,000) (26,000) (151,720) TOTAL $ 307,954 $ 386,552 $ 613,750 $ 613,970 $ 507,210 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Finance Director I 1 1 1 Accountant 1 1 2 2 Accounting Technician 1 1 2 2 Accounting Clerk 0 1 0 0 Clerk /Cashier I 1 1 l Clerk /Cashier M HC 0 l 1 1 Secretary III l 1 1 I TOTAL 5 7 8 8 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F. Y. 1995 PROJECTED Monthly Financials 3 working days 3 working days 3 working days 3 working JAS, Annual Report (CAFR) October 2 September 30 September 30 September 10 Personnel Turnover 20.0% 20.0% 20.0% v "4 Total Tax Levy 3,736,674 4,045,677 4,692,985 4. 44.510 Current Tax collections 3,654,535 3,971,986 4,599,125 4,0 1 140 Percent of Current Taxes Collected 97.8% 98.2% 98% v� Outstanding Delinquent Taxes 92,290 73,689 93,860 I �i wrl Number of Utility Accounts 986 1,006 1,050 Certificate of Achievement Yes Yes Yes 1 . Distinguished Budgetary Presentation Yes Yes Yes Commercial Garbage Accounts 222 225 235 45 PROGRAM BUDGET SUMMARY Program Assessing Program Description The major function of this department is the annual valuation and assessment of nearly 5,000 real and over 2,000 personal property accounts annually at their full and true value. The real property function requires reassessment programs phased over a three year period, the annual appraisal of new construction and additions, and includes the audit, discovery, and compliance programs. This function includes maintaining assessment standards and tax maps, plat and permit processing, ownership records, property description data, and the accounting, control, and other related clerical support for these functions. The personal property category requires the verification of all reported personal property. This is accomplished through the filing and auditing of tax returns, and related discovery and compliance activities. Other ancillary functions are site specific appraisals, the processing and administration of tax exemption programs, compilation of data in support of the Borough administration and processing of appeals, along with compliance and filing activities for the severance tax. Goal It is the goal of the Assessing Department to annually produce the most complete, fair, and equitable tax roll in the State of Alaska. Furthermore, it is the goal of this department to process the tax roll efficiently at the lowest real and political expense possible. Objectives for 1994 -1995 Continue with the second tri- annual reappraisal and review of all taxable property in the Borough. Bring on -line and integrate into the appraisal system the new computer aided mass appraisal system. Continue the review and compliance activities for the Borough Severance Tax. Reappraise the villages, remote properties, and Service District 1. Continue to modify and upgrade the computerized personal property system. Significant Budget Changes No significant budget changes. Previous Year's Accomplishments Last year this office closed out the first complete Borough re- appraisal ever conducted in -house with existing staff. We also created and implemented a new computerized personal property system that not only keeps all of the information on the various accounts, but also values them. This new system resulted in reduced mailing and form costs, along with reduced staff time in dealing with the personal property system. This office reappraised all of the Aleutian Homes, Bells Flats, Monashaka Bay, Island Vista and Mountain View Subdivisions. This office also perfomed numerous appraisals with an estimated expense to the Borough, if the work had been done by a contractor, of over $50,000. 46 k 4 EXPENDITURES Number of Employees F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $159,242 $ 166,431 $ 174,120 $ 174,720 $ 183,620 Fringe Benefits 50,729 50,497 57,540 57,540 61,200 Professional Service 4,076 2,425 0 0 0 Support Goods & Services 21,976 27,866 84,355 84,355 80,600 Capital Outlay 0 1,600 4,225 4,225 500 TOTAL 1 $ $ 248,819 $ 320 $ 320 $ 325, PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Assessor I 1 1 1 Appraiser l 1 1 1 Assessment Clerk Il l 1 1 1 Assessment Clerk I 1 1 1 1 TOTAL 4 4 4 4 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Total Assessed Value $ 559,359,084 $ 587,582,819 $ 610,000,000 $ 627,500,000 Real Property $ 467,821,217 $ 495,490,355 $ 515,000,000 $ 530,000,000 Personal Property $ 91,537,867 $ 92,092,464 $ 97,500,000 $ 100,000,000 Total Appraisals 1,836 2,100 2,148 2,000 New Construction & Additions 213 209 200 200 Borough Reappraisal 1,623 1,891 1,948 1,800 Total Parcels 7,152 7,367 7,400 7,500 Real Property 4,831 4,837 4,900 4,950 Value increase from prior year $ 43,054,215 $ 28,223,735 $ 22,417,181 $ 17,500,000 Real Property $ 28,110,848 $ 27,669,138 $ 19,509,645 $ 15,000,000 Personal Property $ 14,943,347 $ 554 597 $ 5 407 536 $ 2,500.000 47 PROGRAM BUDGET SUMMARY Program Engineering /Facilities Program Description The Engineering /Facilities Department coordinates, implements, and monitors capital and repair construction projects within the Kodiak Island Borough. The staff manages service district contracts and acts as liaison for the service districts with the public and elected officials. The Engineering /Facilities Department administers municipal codes related to construction and utility improvements. The staff is responsible for grant generation and management, fiscal management of capital and maintenance projects, facilities inspections including deficiency identification and correction, generation of requests for proposals and projects, requests for major equipment purchases, consultant selection and construction contract administration, and coordination with other governmental agencies regarding project and regulator} requirements. Goal To ensure the department is responsive to the needs of the citizens and maximizes the benefits obtained tor the costs expended. �1 Objectives for 19941995 Construct the High School Alteration Phase IV Project Remodel Peterson Elementary School Remodel KIB Apartments for Mental Health Center use Complete ADA requirements for the former Red Cross Building Complete design /construction of Kodiak Island Hospital Remodel Ouzinkie School Repair of Kodiak High School /Auditorium roof Construct the Island Lake Trail Bridge Complete and paint Chiniak Tsunami Center and library Complete Bayside Fire Department expansion Design of Northstar Elementary School Main Elementary School HVAC upgrade, library lighting and retaining wall Exterior paint high school /junior high complex Junior High roof and lighting level upgrade East Elementary parking lot entrance addition Road signs Complete numerous small projects Significant Budget Changes No significant budget changes. 4 48 1 I t 1 EXPENDITURES Number of Employees F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $ 142,138 $ 171,120 $ 174,640 $ 161,330 $ 177,310 FrinL Benefits 48,700 50,921 52,750 69,020 57,810 Contracted Services 2,149 16,351 15,000 5,000 15,000 Support Goods & Seri ices 16,073 40,647 45,140 47,440 55,590 Capital Outlay 0 0 3,000 3,000 3,000 Allocated to Projects (120,576) (158,396) (125,964) (180,000) (270,000) TOTAL $ 88,484 $ 120,643 $ 164,566 1 $ 105,790 $ 38,710 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 EnzineerinL /Facilities Director l 1 I 1 Construction Inspector 1 I 1 I Secretary III 1 1 I 1 Secretary II 0 0 0 1 TOTAL 3 3 3 4 49 PROGRAM BUDGET SUMMARY Program Community Development Department Program Description The Community Development Department is responsible for a wide range of functions including: contract management (e.g. building inspection and junk removal); grant writing and administration; research and information services (e.g. population determinations, economic and social data, etc.); land use planning (e.g. staff to the Planning and Zoning Commission, area plan preparation, permitting, and enforcement); liaison with federal and state governments (e.g. Kodiak National Wildlife Refuge, Katmai National Park, and project reviews); and mapping and drafting services. The Community Development Department is also responsible for administering a number of Kodiak Island Borough code sections. These include: Title 10 Vehicles and Traffic, Title 16 Subdivisions, and Title 17 Zoning. The department works with other Borough departments to assist in their administration of Title 13 Utilities, Title 15 Building and Construction, and Title 18 Borough Real Property. In addition, the department also staffs the Parks and Recreation Committee, and provides input to a number of ad hoc and permanent Borough advisory committees. Goal To perform the functions assigned to the department, either by code or, the Borough Assembly, as efficiently and effectively as possible; to implement land use policies and regulations established by the Assembly; to provide accurate and factual data to a wide range of individuals and groups in order to promote well - informed decision - making; and to serve as a resource for Borough residents, providing them with information to improve their knowledge about the Borough and its functions. Objectives for 19941995 Complete an update of the Kodiak Island Borough Coastal Management Program in order to also have it serve as the Kodiak Island Borough Comprehensive Policy and Land Use Plan. Complete an updated Kodiak Road System Comprehensive Policy and Land Use Plan. Update one village comprehensive plan (Port Lions). Complete specific chapter revisions of Title 17 (Zoning) of the Kodiak Island Borough Code. Continue implementation of Kodiak Island Borough zoning enforcement policy, including legal action to correct violations when necessary. Complete an annual review of all code sections the department is responsible for administering. Continue to provide the Planning and Zoning Commission and the Borough Assembly with high quality information. Continue to perform routine assignments efficiently. Significant Budget Changes No significant budget changes. Previous Year's Accomplishments See the related performance indicators which identify the significant level of activity performed by the department. Several of the staff have been named employee of the month in the last year due to their exemplary work. An example of the kind of effort provided by staff includes working behind the scenes to ensure that the City of Old Harbor was able to retain funds allocated for both a new landfill site and a new runway. These kinds of accomplishmcnt are not easy to quantify, but assist in providing a high quality of life for Borough residents. 50 aw fm EXPENDITURES Numher of Employees F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $ 246,779 $ 266,030 $ 276,100 $ 276,100 $ 285,580 Fringe Benefits 83,547 87,159 101,510 101,510 105,670 Professional Services 2,186 190 300 300 2,000 Support Goods & Services 37,247 49,181 73,770 68,780 71,560 Capital Outlay 11,514 2,886 2,760 1,800 0 Allocated to Projects (27,126) (20,796) (39,100) j (37,500) j (35,500) TOTAL $ 354,147 $ 384 $ 415,340 1 $ 410 1 $ 429,310 6 PERSONNEL Numher of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Planning Director 1 1 1 1 Associate Planner /L.R. Planning 1 1 1 1 Associate Planner/ Enforcement 1 1 1 1 Draftsman /Technician l 1 1 1 Secretary III 1 1 1 1 Secretary II 1 1 0 0 Secretary 1 0 0 1 1 TOTAL 6 6 6 6 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Zoning compliance permits issued 226 186 173 180 Planning & Zoning Commission cases 133 153 105 110 Zoning violations - complaints responded to 67 62 57 60 Project Reviews 104 99 100 100 Junk cars removed by the Junk Removal Program 135 77 152 120 Animal Complaints 121 126 N/A N/A 51 F _ PROGRAM BUDGET SUMMARY Program Building Inspection- Contract Program Description The Kodiak Island Borough Building Inspection Program ensures compliance with adopted building codes and related zoning codes. Inspections performed on residential and commercial building construction include structural, mechanical, electrical, and plumbing inspections. A plan review for local construction projects is conducted by the building inspection office or the International Conference of Building Officials (ICBO) before the issuance of a building permit. Building height, setbacks, and parking requirements are some of the zoning requirements checked in the field by the Building Inspection Office. The Kodiak Island Borough contracts with the City of Kodiak for administration of the Borough's building inspection program. Goal To ensure that every new construction project in the Kodiak Island Borough complies with the applicable adopted codes; and to ensure that unsafe structures are abated. Objectives for 19941995 To continue to serve the public in a timely manner. To increase inspection proficiency through training, reference materials, field inspections, and contact with the International Conference of Building Officials. To complete commercial plan reviews and permit issuance within a month, and residential plan reviews and permit issuance within a week. To provide information to elected and appointed officials and the public about the most current editions of the building, mechanical, electrical, and plumbing codes. Significant Budget Changes No significant budget changes. 52 Nip 1� 1 I n EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Contracted Services $ 78,184 $ 72,446 $ 79,800 $ 79,800 $ 78,000 Support Goods & Services 104 104 350 2,350 6,500 TOTAL $ 78,288 $ 72,550 $ 80,150 $ 82,150 $ 84,500 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Borough Building Permits Issued 104 109 110 110 Borough Plumbing Permits Issued 46 51 55 60 Borough Electrical Permits Issued 95 88 140 130 1 53 4 PROGRAM BUDGET SUMMARY Program Economic Development Program Description The function of the Economic Development Program is to provide the Assembly with the opportunity to pursue the most feasible economic development opportunities that will be of benefit to the entire community. Goal Economic development encompasses a diverse range of activities which enable the Assembly to objectively pursue the most feasible programs designed to benefit the community. Current activities within the parameters of economic development include the King Crab Rehabilitation Study, the Kodiak State Airport Feasibility Study, Island Lake Holding Pen, Salome Creek Rifle Range, Navy Homeporting, Value Added Processing, and the Fishmeal Project. Objectives for 19941995 The objectives of the Economic Development Program are to provide an increased opportunity for the Assembly to pursue programs beneficial to the community, to promote economic diversification, and to enhance the economic viability of the community by pursuing activities that may contribute to an increased tax base, as well as provide for better public amenities and services. Significant Budget Changes No significant budget changes. 54 aw 2W n 1 11 EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Professional Services $ 27,719 $ 21,888 $ 44,000 $ 44,000 $ 58,000 Chamber of Commerce 0 0 0 0 36,000 Kodiak Convention Bureau 15,000 17,000 25,000 25,000 20,000 Support Goods & Services 3,227 9 3,000 5,150 3,000 Operating Transfers - Capital Projects 22,000 0 10,000 10,000 0 TOTAL $ 67,946 $ 38,897 $ 82,000 $ 84,150 $ 117,000 55 PROGRAM BUDGET SUMMARY Program General Administration Program Description The function of the General Administration Program is to ensure personnel services that are in full compliance with all federal and state law requirements and provide the effecient, continued operation of the administrative components of the Kodiak Island Borough. Goal General administration includes a variety of functions that are necessary to the overall operations of the Borough Administration. General administration provides for the elements that contribute to the Borough organization as a whole, especially personnel services. General repairs and maintenance, automotive expenses, mail processing, and insurance describe some of the necessary components of this program. Objectives for 19941995 Provide personnel services for the Borough and employees, which includes maintaining proper employee personnel files, tracking and maintaining anniversary dates and longevity information, and working with department heads to ensure consistent application of Personnel Rules & Regulations. Maintain current personnel policies and ensure compliance with changing state and federal laws. Maintain a legal recruitment process for all departments in accordance with Personnel Rules and Regulations. Maintain COBRA (Condolidated Omnibus Budget Reconciliation Account) notification system to comply with federal law. Complete Union negotiations to include keeping detailed records of meetings and tentatively agreed to items. drafting counter proposals, and maintaining records of correspondence and expenses. Administer Union contract, if approved. Will include handling grievances, contract interpretation, further negotiations. Maintain Affirmative Action Program for employees to include meeting all EEOC (Equal Employment Opportunity Commission) reporting requirements. Maintain employee of the month and employee of the year incentive award programs. Maintain service award program (service pins) for employees to promote and reward longevity. Maintain adequate supply of pins for each year. Maintain Drug -Free Workplace Program for all employees to comply with federal grant requirements. Maintain Bloodborne Pathogens Training Program for all employees to comply with OSHA (Occupational Satet, and Health Administration) standards. Offer Hepatitis B vaccinations to all employees in accordance with OSHA Bloodborne Pathogens program. Provide for an annual audit process to comply with federal and state laws. Maintain postage machine and postage meter to provide efficient postal services for Borough mail and pro. ide postage for outgoing Borough mail. Maintain Risk Management Program and liability insurance on the building including administration of a satety program to prevent liability. Provide continuing education opportunities to department staff in order to increase efficiency and maintain /increase knowledge of applicable state and federal laws. Provide annual CPR and First Aid training to staff for employee development and to promote workplace sate(,. and awareness. Maintain automobiles to include repairs and gas expenses in order to ensure that vehicles are safe and availahlr for Borough business as needed. Significant Budget Changes ii ;I No significant budget changes. M. ... EXPENDITURES Number of Employees F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $ 0 $ 25,792 $ 41,810 $ 45,670 $ 37,790 Fringe Benefits 15,672 24,320 9,010 9,010 11,050 Audit Expense 126,159 169,820 134,000 134,000 134,000 Support Goods & Services 176,501 163,688 172,370 173,184 113,910 Capital Outlay 0 1,300 13,160 12,154 0 TOTAL $ 318,33 $ 384,920 $ 370,350 $ 374,018 $ 296,750 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Personnel Assistant 0 0 1 1 Secretary III I 1 0 0 Secretary 1 0 .5 .5 0 TOTAL 1 1.5 1.5 1 ,7 1 PROGRAM BUDGET SUMMARY Program Emergency Preparedness Program Description The major function of this program is to assist in the development and coordination of emergency preparedness for the Borough staff, and serve as an interface between staff and the Emergency Services Council. Other responsibilities include the coordination and training of damage assessment teams. Goal It is the goal of this program to prepare staff to deal with an emergency in a safe and efficient manner. Objectives for 1994 -1995 Train the damage assessment team in the American Red Cross Damage Assessment Program. Train staff in emergency first aid. Develop written emergency procedures and guidelines for staff. Assist outlying rural areas in administering emergency plans and training. Provide acquisition of tsunami warning sirens around the island. Significant Budget Changes No significant budget changes. I I i J 58 EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $ 79 $ 0 $ 0 $ 0 $ 0 Frinue Benefits 17 0 0 0 0 Support Goods & Services 15,113 13,152 8,200 8,286 5,300 Capital Outlay 4,119 20,400 10,000 10,000 5,000 TOTAL $ 19,328 $ 33,552 $ 18,200 $ 18,286 $ 10,300 C i PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Number of Tsnumai Sirens 12 15 15 15 PROGRAM BUDGET SUMMARY Program Education Support Program Description The Education Support Program encompasses the transfer of the state required local funding to the Kodiak Island Borough School District for operations. The program includes the purchase of liability insurance, the cost of the annual audit, and data processing support. The liability insurance is actually purchased through the Building and Grounds Fund in the Special Revenue Funds Section. Expenditures for non - school district activities of public libraries, Kodiak College. and Head Start are also included. Goal To provide adequate funding to the Kodiak Island Borough School District to ensure that high quality education will be provided to all children living in the Kodiak Island Borough. Objectives for 1994 - 1995 To work effectively with the Kodiak Island Borough School District and other public entities to establish an adequate level of funding from the Kodiak Island Borough to ensure continued high quality education will be provided. Significant Budget Changes No significant budget changes. Previous Year's Accomplishments For a complete breakdown of the school district budget, please contact the Kodiak Island Borough School District, 722 Mill Bay Road, Kodiak, Alaska 99615. i I I � 60 1 EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Professional Services $ 0 $ 150,000 $ 0 $ 0 $ 0 Audit Expense 27,510 24,721 26,000 26,000 26,000 Support Goods & Services 0 0 100,000 92,538 66,000 Capital Outlay 0 0 0 0 0 Operating Transfers 3,500,000 3,300,000 3,500,000 3,500,000 3,769,340 TOTAL $ 3,527,510 $ 3,474,721 $ 3,626,000 $ 3,618,538 $ 3,861,340 1 C 1 61 1 PROGRAM BUDGET SUMMARY Program Health & Sanitation Department Program Description This program consists of funding for non - profit health and social service agencies in the Kodiak Island Borough. A substantial portion of this program is actually a pass through of State of Alaska revenue sharing funds for health agencies. Goal To provide financial assistance to non- profit health and social services agencies to assure that the agencies are financially viable to provide needed services to the residents of the Kodiak Island Borough. Objectives for 19941995 To continue to fund high quality care delivery by non - profit health agencies. To review new applications by non - profit agencies and select high quality agencies for the delivery of these services. To distribute state revenue sharing funds to the designated agencies. Significant Budget Changes No significant budget changes. 62 1 1 r 1 t [1, EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Emergency Medical Services $ 26,799 $ 40,895 $ 32,450 $ 32,450 $ 32,450 Animal Control 48,676 48,596 48,000 48,000 48,000 Ambulance Service 0 55,000 141,800 141,800 145,000 Council on Alcoholism 50,000 100,000 70,500 70,500 30,000 State Health Services - Village 25,800 25,800 0 0 0 State Health Services - KANA 8,600 8,600 0 0 0 Women's Resource Crisis Center 34,900 38,114 29,700 29,700 34,700 American Red Cross 2,000 2,000 2,000 2,000 2,000 Alaska Legal Services 7,000 0 2,000 2,000 4,000 Kodiak Baptist Mission 60,000 60,000 30,000 30,000 27,500 Small World Day Care Center 18,000 18,000 16,000 16,000 18,000 Special Olympics 3,000 7,000 6,000 6,000 6,000 Health Center Support 2,110 1,747 2,000 2,000 2,000 Senior Citizen Support 24,000 24,000 24,000 24,000 24,000 Kodiak Respite Care 3,000 3,000 3,000 3,000 5,000 Detox Center 40,000 0 0 0 0 Ambulance Service 50,000 0 0 0 0 City Ambulance Purchase 74,438 0 0 0 0 Rainbow Child Care Center 0 0 2,000 2,000 2,500 Salvation Army 0 0 5,000 5,000 7,500 Brother Francis Shelter 0 0 20,000 20,000 20,000 Funding_ to Non - Profit 0 0 0 0 0 Operating Transfers Mental Health 200,000 241,280 245,000 245,000 200,000 Debt Service 0 0 0 0 700,000 Capital Projects 0 0 60,000 60,000 0 Solid Waste Disposal 18,000 0 0 0 0 Hospital 9,927 20,460 0 0 0 Data Processing 0 0 0 0 134,210 TOTAL $ 706 S 694,492 $ 739 $ 739 S 1,442,860 03 F _ PROGRAM BUDGET SUMMARY Program Culture & Recreation Program Description This program consists of funding for non - profit agencies which provide educational, cultural, and recreational opportunities for the citizens of the Kodiak Island Borough. Goal To provide financial assistance to non - profit agencies to ensure their financial viability to provide educational, cultural, and recreational opportunities for the residents of the Kodiak Island Borough. Objectives for 19941995 To continue to fund a variety of educational, cultural, and recreational non - profit agencies. To seek high - quality, wide - appeal programs for the benefit of the residents of the Kodiak Island Borough. Significant Budget Changes No significant budget changes. 64 I 0 L 1 r LJ I EXPENDITURES F.Y. 1992 ACTUAL F. Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET KMXT Public Radio $ 12,000 $ 12,000 $ 12,000 $ 12,000 $ 12,000 Historical Societv 9,000 9,000 9,000 9,000 9,000 Summer Basket Ball 3,000 3,886 4,000 4,000 4,000 Crime Stoppers 0 0 0 0 0 KIS A 2,500 2,500 2,000 2,000 2,000 Kodiak Arts Council 12,000 12,000 13,000 13,000 13,000 Village Libraries 18,000 18,000 18,000 18,000 18,000 Chiniak Public 3,000 3,000 3,000 3,000 3,000 City of Kodiak Library 58,000 60,000 3,000 3,000 3,000 Head Start 8,200 8,200 8,200 8,200 8,200 Kodiak Comm. College 34,000 34,000 34,000 34,000 34,000 Kodiak Little League 2,000 2,000 2,500 2,500 5,000 Kodiak Library Assoc. 1,500 1,500 0 0 0 Santa in the Villages 1,000 1,000 2,300 2,300 2,300 Karluk IRA Council 20,000 20,000 20,000 20,000 20,000 KANA Youth Olympics 0 0 0 0 2,000 KANA Family Center 5,000 6,500 0 0 16,000 KANA Alutiiq Studies 0 3,500 0 0 0 Alaska Future Leaders 0 0 2,000 2,000 Elks Fireworks 1,500 1,500 0 0 u Public Libraries 0 0 0 0 0 Funding to Non - Profit 0 0 0 0 0 TOTAL $190 $198,586 $133 $ 133 S ! K) 65 PROGRAM BUDGET SUMMARY Program Transfers Program Description Money is transferred from the general fund to other funds of the Kodiak Island Borough. There are no goals and objectives listed for this department as they are delineated in the fund receiving the transfer. Goal Objectives for 1994 -1995 Significant Budget Changes Previous Year's Accomplishments 66 aw i J 1 EXPENDITURES F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Operating Transfers Debt Service Other $ 15,774 $ 17,502 1 $ 9,000 $ 9,000 $ 9,000 TOTAL $ 15,774 $ 17,502 $ 9,000 $ 9,000 $ 9,000 67 SPECIAL REVENUE FUNDS ' SPECIAL REVENUE FUNDS ' FIRE AND ROAD SERVICES DISTRICTS These funds account for the activities related to service districts established by the voters within the district to provide road services and fire protection within the service area. ' MENTAL HEALTH CENTER This fund accounts for the operations of a mental health center financed by the State of Alaska grants and contracts and user fees. COASTAL MANAGEMENT This fund accounts for State of Alaska and Federal grants related to the effects of coastal energy development impacts. Expenditures of these grants are for comprehensive plans, coastal sensitivity analysis, outer continental shelf impact analysis, ordinance update and planning and zoning. DAY CARE This fund accounts for a State of Alaska grant to Finance day care for children of low- income, employed ar families. EDUCATION ab This fund accounts for the operations of the Kodiak Island Borough School District. The School District is a component unit of the Kodiak Island Borough. LAND SALES This fund accounts for the disposal of Borough -owned lands. The proceeds of land disposals are generally used for the management of Borough lands and the repairs and maintenance of school buildings. BUILDING AND GROUNDS This fund accounts for the operations and maintenance of certain buildings and grounds owned by the Borough which are jointly shared with the City of Kodiak, the Kodiak Island Borough School District, the State of Alaska, and certain non - profit community organizations. ' LIGHTING DISTRICT This fund accounts for activities related to the Wo, , dLtnd Acres Lighting District established by the voters within the district to provide street lighting within the cn ire area. 1 COMMUNITY AND REGIONAL AFFAIRS ' This fund accounts for the reimbursable expenditures for the Kodiak Regional Office of the State of Alaska, Department of Community and Regional Affairs. Fxpenditures include postage, telephone, copy costs, and office equipment. Revenue is generally in the form of reimbursement in the same amount as hillahle expenditures. OIL SPILL CLEANUP This funds accounts for costs incurred by the B, 1, w. h Jue to the oil spill of the Exxon Valdez. Such cots ,rc reimbursed by the State of Alaska and Exxon c,9 BUDGET RECAP SPECIAL REVENUE FISCAL YEAR 1994/1995 Beginning Fund Balance Revenues Transfers In Total Available Funds Expenditures Transfers Out Total Use of Funds Estimated Funds Available 6/30/95 Mental Health S 361,083 1,600,565 195,000 Day Land Coastal Care Sales Management S 8,774 S 763,769 (S 20) 313,019 506,792 18,000 0 0 0 2,090,033 321,793 1,270,561 1,795,565 313,019 356,792 0 0 150,000 1,795,565 313,019 506,792 $ 294,468 $8,774 $ 763,769 17,980 18,000 0 18,000 ($20) Community and Building Womens Regional and Bay Road Affairs Grounds District (S 3,415) S 132,892 S 176,158 700 517,117 96,524 0 0 0 (2,715) 450,009 272,682 700 517,117 96,524 0 0 0 700 517,117 96,524 (S 3,415) ($67,108) S 176,158 70 a 0 a r L7 r M r r • i • Road Service Monashka Bayview Service District Bay Road Road Service Dist. No. I No. 2 Service Dist. Dist. S 227,461 S 3,086 S 39,320 S 2,184 139,970 500 21,330 5,177 0 0 0 0 367,431 3.586 60,650 7,361 139,970 500 21,330 5,177 0 0 0 0 139,970 500 21,330 5,177 S 227,461 S 3,086 S39,320 S 2,184 Woodland Bayside Womens Bay Acres Street Fire Fire Lights Department Department Total S 16,415 S 357,926 S 36,660 S2,122,293 10,950 207,000 47,000 3,218,029 0 0 0 195,000 27,365 564,926 83,660 5,535,322 10,950 447,320 47,000 3,769,964 0 0 0 150,000 10,950 447,320 47,000 3,919,964 S 16,415 S 117,606 S 36,660 S 1,615,358 71 a r PROGRAM BUDGET SUMMARY Program Child Care Assistance Program Program Description Administration of state and federal financial assistance programs that subsidize the cost of child care for eligible low to moderate income families while parents work, attend school, train for employment, or seek work. Goal To encourage independence from social welfare programs by subsidizing the costs of child care for eligible parents who are working or training. Objectives for 19941995 To promote day care assistance programs to eligible parents for the best and fullest utilization of state and federal funding. To stimulate adequate childcare spaces to meet the needs of program participants. Significant Budget Changes Additional child care subsidy programs have been initiated by the state and federal governments which have made new child care options available to Kodiak families. The development and growth of these programs have resulted in additional funding for the community. I i 78 a s a a • C _:= W • a r • W 0 • a 0, J L. PERSONNEL F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues Program Coordinator .5 .5 .5 .5 State of Alaska Grants $ 206,018 $ 273,121 $ 280,380 $ 283,200 $ 313,019 TOTAL $ 206,018 $ 273,121 $ 280,380 $ 283,200 $ 313,019 23 children 84 children TCCB 6 families 6 families 16 families Expenditures 33 children 124 children 68 children 89 children Personnel Services $ 8,723 $ 13,781 $ 23,254 $ 23,250 $ 26,666 Employee Benefits 1,667 2,390 4,297 4,200 4,864 Day Care Subsidy 150,398 173,061 245,746 250,000 274,739 Support Goods & Services 4,556 6,240 7,083 5,000 6,750 TOTAL $ 165,344 $ 195,472 $ 280,380 $' 282,450 $ 313,019 PERSONNEL Number of Employees Position 1991-92 1992 -93 1993 -94 1994 -95 Program Coordinator .5 .5 .5 .5 PERFORMANCE INDICATORS F.Y. 1992 F.Y. 1993 F.Y. 1994 F.Y. 1995 ACTUAL ACTUAL ESTIMATED PROJECTED 116 children 808 children 889 children 800 children DCAP 75 families 514 families 562 families 525 families 7 children 11 children 23 children 84 children TCCB 6 families 6 families 16 families 25 families 33 children 124 children 68 children 89 children ARA 17 families 69 families 25 families 87 families 109 children 68 children 110 children Block Grant n/a 65 families 21 families 53 families 156 children 1,052 children 1,048 children 1,083 children All Programs 98 families 654 families 624 families 690 families f Note: Method for keeping statistics changed in FY93 per DCRA procedures. I - PROGRAM BUDGET SUNINMARY Program Land Sales Program Description The Borough is entitled to 56,500 acres of land by virtue of organizing as a borough. The land selection process is completed and the Borough has identified various blocks of land around the island. Prior to the State of Alaska deeding these parcels to Kodiak Island Borough, a boundary survey and plat of survey must be performed by the Borough and approved by the State. To date, Kodiak Island Borough has title to approximately 8.000 acres of the 56.500 selected. Goal To survey and receive patent to all Borough entitlement lands around Kodiak Island. These lands are utilized for the well being of the Borough's citizenry including disposal, retention for public purposes, and land exchanges. Objectives for 19941995 Receive patent to a block of Borough - selected lands in the Kupreanof Peninsula area. These lands are utilized for the well being of the Borough's citizenry including disposal, retention for public purposes, and land exchanges. Significant Budget Changes No significant budget changes. i ME i 1 � 11. 1 4 ON ow I L. PERSONNEL F. Y. 1992 ACTUAL F. Y. 1993 ,ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Revenues Resource Manager l 1 1 1 Interest Eamin gs $ 66,755 $ 24,778 $ 40 $ 11 $40,000 Gravel Sales 33,958 24,901 60 40,000 40,000 Principal Payments 244,638 277,651 270 320 270,000 Interest Payments 178,872 142,060 150,000 150 150 000 Fees & Penalties 370 0 0 0 0 Reimbursement - Title Search 640 572 800 800 800 Reimbursements - Attorney Fees 7,693 3,627 3 14 5,792 Other 0 5,250 0 0 0 Land Leases 250 0 200 200 200 TOTAL REVENUES $ 533,176 $ 478,839 $ 524,000 $ 536,600 $ 506,792 Expenditures Personnel Services $ 2,391 $ 92 $ 103 $ 105 $ 105,350 Employee Benefits 41 23,147 22,140 22,140 24,850 Contracted Services 515 7,181 0 15 0 Support 8,687 26 64 64 193 092 Capital Outlay 37,000 16,786 28 38 33,500 TOTAL EXPENDITURES $ 48,634 $ 165,988 $ 219 $ 244,925 $ 356,792 Transfers Out General Fund $ 81,670 $ 0 $ 0 $ 0 $ 0 Debt Service - Other 0 5 0 0 0 Capital Projects Borough 0 95,640 0 0 150,000 Capital Projects - State 400 21,818 0 0 0 Ma or Maintenance - School 0 1,000,000 304 304 0 TOTAL EXPENDITURES AND OTHER FINANCING USES 530 304 $ 1,288,879 524,000 $ 549 506,792 PERSONNEL Number of Em lovees Position 1991 -92 1992 -93 1993 -94 1994 -95 Resource Manager l 1 1 1 �I PROGRAM BUDGET SUMMARY Program Building and Grounds Funds Program Description The operation and maintenance of Borough parks, as well as other public grounds. Specifically, this includes garbage pick -up, snow removal, and parks maintenance. Goal To maintain Borough -owned or operated parks and other improvements or facilities at an acceptable level. Objectives for 19941995 Contract with Threshold Services, Inc. for garbage pick -up in and around Borough parks. Contract for snow removal for the bike paths. Contract with Womens Bay Community Council and Chiniak Community Council for maintenance of Borough parks in Chiniak and Womens Bay. Significant Budget Changes No significant budget changes. 82 1 �1 1 3 J •� c i] 83 F. Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL .APPROVED F. Y. 1995 BUDGET Revenues Interest Earnings $ 6,572 $ 11,853 $ 13,030 $ 3,613 $ 3,030 Rents & Royalties KIB 112,440 107,250 107,250 107,250 134,110 Citv of Kodiak 46,740 42,845 46,740 46,740 59,300 KIBSD 77,880 77,880 77,880 77,880 76,370 KMXT Public Rent 22,767 21,960 21,960 21,960 22,490 Borou, Building Annex 1,600 6,724 3,160 10,000 0 Apartment Rent for KANA 2,400 6,688 4,790 20,000 9,437 C & RA 2,596 2,832 2,830 2,830 4,060 Mental Health 6,240 4,600 4,000 4,000 4,000 Day Care Assistance 0 3,828 1,800 1,800 4,320 Use of Fund Balance 0 0 260,000 0 200,000 Transfers in General Fund KIB 300,000 100,000 50,000 50,000 0 TOTAL REVENUES $ 579,235 $ 386,460 $ 593,440 $ 346,073 $ 517,117 Expenditures Borough Building $ 255,634 $ 263,067 $ 318,860 $ 303,960 $ 341,029 KIB Apartments 18,254 33,401 27,460 27,188 52,968 School Buildings 251,934 248,690 229,120 172,000 104,120 Parks Operation & Maintenance 6,342 23,425 18,000 15,999 19,000 TOTAL EXPENDITURES $ 532,164 $ 568,583 $ 593,440 $ 519,147 $ 517,117 83 PROGRAM BUDGET SUMMARY Program Building & Ground Fund - Borough Building Program Description The Borough Building provides administrative office space for a wide variety of municipal government functions, state agencies, and other non - profit organizations. Goal To provide efficient, cost - effective space for public service functions. Objectives for 1994 -1995 To establish a plan for an upgrade of the building's electrical distribution system to eliminate safety hazards and meet the demand imposed by increased office automation. Significant Budget Changes No significant budget changes. I am, 84 1 1 1 t PERSONNEL F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Expenditures Dayman .5 .5 .5 .5 Personnel Services $ 2,483 $ 4,370 $ 27,360 $ 30,360 $ 42,100 Fringe Benefits 42 280 0 10,600 13,970 Contracted Services 0 0 10,000 2,000 10,000 Support Goods & Services 253,109 249,698 250,500 230,000 243,959 Capital Outlay 0 8,719 31,000 31,000 3 1, 000 TOTAL EXPENDITURES $ 255,634 $ 263,067 $ 318,860 $ 303,960 $ 341,029 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Dayman .5 .5 .5 .5 85 PROGRAM BUDGET SUMMARY Program Building & Ground Fund - K.I.B. Apartments Program Description The Kodiak Island Borough apartments provide housing and space for a variety of mental health rehabilitation and therapy programs. Goal To provide a safe, useable environment. Objectives for 1994 -1995 Identify a major repair project for complete renovation of the facility. Significant Budget Changes No significant budget changes. 1 .w am 87 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Expenditures Personnel Services $ 1,479 $ 543 $ 3,000 $ 4,567 $ 5,000 Fringe Benefits 123 4 0 0 0 Support Goods and Services 16,652 32,854 24,460 22,621 37,968 Capital Outlay 0 0 0 0 10,000 TOTAL EXPENDITURES $ 18,254 $ 33,401 $ 27,460 $ 27,188 $ 52,968 87 PROGRAM BUDGET SUMMARY Program Borough & Grounds - School Buildings Program Description This department is set up to provide insurance on the school buildings in the Borough. Goal To have adequate insurance on all of the school buildings in the Borough. Objectives for 19941995 To have all Borough -owned school buildings fully insured for the fiscal year 1994 -1995. Significant Budget Changes In FY94, the Kodiak Island Borough issued a request for proposal for all of our insurance needs, includmi property insurance. The Alaska Municipal League /Joint Insurance Association, Inc. was the successful proposer in rhil process. Their quote for property insurance for FY95 is approximately $85,000 less than we paid in FY94. Their gtwte also included reducing our deductible on school buildings from $100,000 to $50,000. i I I 88 ,y F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Expenditures Contracted Services $ 5,000 $ 0 $ 0 $ 0 $ 0 Insurance and Bonding 246,934 245,277 220,000 165,000 95,000 Snow removal and sanding 0 3,413 9,120 7,000 9,120 TOTAL EXPENDITURES $ 251,934 $ 248,690 $ 229,120 $ 172,000 $ 104,120 ,y PROGRAM BUDGET SUMMARY Program Building & Grounds Fund - Parks Operation & Maintenance Program Description The Kodiak Island Borough Parks and Recreation Program has a dual function. One is to provide summer employment to Kodiak youth, and the other is the more formal goal of providing a wide range of (non - structured, non - supervisory) year -round recreational opportunities. Borough parks also serve as landscape components. Goal To provide a system of neighborhood and regional parks and facilities to serve the diverse recreational needs of the Borough's residents. Objectives for 19941995 Maintain the quality of existing parks at an acceptable level. Complete another phase of Island Lake Creek pedestrian trail system. Complete Island Lake Park. Review boat launch sites. Complete a comprehensive recreation plan. Adopt a beach program. Significant Budget Changes No significant budget changes. I i i i 01 1 1 1 1 F 91 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Expenditures Personnel Services $ 968 $ 15,987 $ 15,000 $ 12,000 $ 15,000 Fnnge Benefits 113 2,316 0 0 0 Contracted Services 4,558 1,278 0 999 1,000 Support Goods and Services 703 3,844 3,000 3,000 3,000 TOTAL EXPENDITURES $ 6,342 $ 23,425 $ 18,000 $ 15,999 $ 19,000 91 PROGRAM BUDGET SUMMARY Program Coastal Management Program Description With the passage of the Alaska Coastal Management Act in 1977, local governments, rural regions, and the State of Alaska began to cooperatively manage the use of Alaska's coastal resources. The Act provides for orderly and balanced development of Alaska's coast, with full opportunity for coastal residents to take part in the planning and permitting processes in their region. Financial and technical support from the Alaska Coastal Management Plan (ACMP) has provided the Borough with the opportunity to develop and implement a local coastal management program. The Borough submits a funding proposal to the ACMP on an annual basis for funding and support of the Kodiak Island Borough Coastal Management Program and selected special projects. Goal To complete the revision of the Kodiak Island Borough Coastal Management Program (KIBCMP). Objectives for 19941995 To provide extensive public review opportunities of the public leasing draft of the KIBCMP. To revise the KIBCMP Public Leasing Draft to reflect community goals and objectives as embodied in the comments received. To produce a concept - approved draft of the KIBCMP and to proceed through the local, state, and tederal adoption process with the document. i Significant Budget Changes No significant budget changes. I { 92 C 1 i r 93 F. Y. 1992 ACTUAL F. Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues State of Alaska Grants $ 32,950 $ 44,200 $ 56,150 $ 56,150 $ 18,000 TOTAL REVENUES $ 32,950 $ 44,200 $ 56,150 $ 56,150 $ 18,000 Expenditures Payroll $ 25,008 $ 31,733 $ 20,750 $ 20,750 $ 18,000 Contracted Services 6,950 7,991 32,000 32,000 0 Support Services 1,012 4,476 3,400 3,400 0 TOTAL EXPENDITURES $ 32,970 $ 44,200 $ 56,150 $ 56,150 $ 18,000 93 PROGRAM BUDGET SUMMARY Program Womens Bay Road Service District Program Description Womens Bay Road Service District provides maintenance service to roads within the district, including snow and ice removal, ditching and grading, sign maintenance, brushing, and culvert work. Goal To provide safe, well - drained roads free of ice and snow. Objectives for 19941995 To implement the first stage of a multi -year plan to apply seal coating to the paved road sections within the service area, with the first phase being to complete two miles of the heaviest utilized paved road surface. To repair or create drainage ditches in the areas of KEA's new line replacement, which is also a multi -year project. To obtain a limited quantity of a dust control product to test on Bells Flats Road. To install new culverts to control standing water on existing gravel roads. To determine a course of action to alleviate the possibility of the migration of Panamaroff Creek causing potential deterioration of a section of Russian Creek Road. Significant Budget Changes Reduction of tax rate from 2.50 mills to 2.00 mills. I 94 95 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1.994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenu&s Property Taxes $ 69,435 $ 75,087 $ 69,150 $ 78,124 $ 62,524 Annual Use Permits 20,000 20,000 20,000 20,000 20,000 State Disaster Relief 7,893 0 0 0 0 State Shared Revenue 15,176 14,639 14,000 13,209 14,000 Interest Earnings 1,732 0 0 0 0 TOTAL REVENUE $ 114,236 $ 109,726 $ 103,150 $ 111,333 $ 96,524 Expenditures Personnel Services $ 491 $ 942 $ 500 $ 1,500 $ 500 Professional Services 0 0 0 0 0 Snow Removal 29,360 23,643 35,000 25,000 30,000 Repairs and Maintenance 9,350 27,998 15,000 15,000 20,764 Grading & Ditching 13,734 10,075 30,000 30,000 20.264 Support Goods & Services 20 1,681 22,650 2,650 24,996 Transfers Out 10,000 0 0 0 0 TOTAL EXPENDITURES $ 62,955 $ 64,339 $ 103,150 $ 74,150 S 96.524 95 PROGRAM BUDGET SUMMARY Program Road Service District No. l Program Description Road Service District No. 1 provides maintenance service to roads within the district, including snow removal, ditching, and grading. Goal To continue to provide maintenance service to roads within the district. To provide safe and useable roads to the district's residents. To provide proper signage on roads. Objectives for 19941995 To continue to encourage the Borough to pursue the funds for all the reads in the district. Significant Budget Changes A mill rate reduction from 1.75 to .75 mills. 1 I 1 96 97 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues Property Taxes $ 142,072 $ 153,740 $ 154,000 $ 172,604 $ 76,600 Payment in Lieu of Taxes 2,573 2,937 3,000 3,162 3,270 State Shared Revenue 10,729 10,594 10,000 11,170 11,000 Penalties and Interest 1,732 0 0 0 1,000 Use of Fund Balance 0 0 20,000 0 48,100 TOTAL REVENUES $ 157,106 $ 167,271 $ 187,000 $ 186,936 $ 139,970 Expenditures Personnel Services $ 4,114 $ 4,990 $ 6,400 $ 6,400 $ 4,400 Employee Benefits 0 0 0 0 270 Snow Removal 71,807 48,263 94,000 40,000 94,000 Repairs & Maintenance 10,597 0 0 64 0 Grading & Ditching 48,672 52,997 84,900 84,900 40,000 Support Goods & Services 466 13,903 1,700 2,555 1,300 Capital Outlay 0 3,500 0 0 0 TOTAL EXPENDITURES $ 135,656 $ 123,653 $ 187,000 $ 133,919 $ 139,970 97 PROGRAM BUDGET SUMMARY Program Service District No. 2 Program Description Service District No. 2 is responsible for water and sewer services in that district. Goal To obtain water and sewer services for this area. Objectives for 19941995 To obtain funding for the project design. To explore alternatives for obtaining water and sewer services, i.e. annexation to the City of Kodiak. Significant Budget Changes The board has voted to use their fund balance to defray any administrative costs incurred over the next year. I i I I I - -J W . 99 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues Property Taxes $ 0 $ 0 $ 1,620 $ 3,089 $ 0 Use of Fund Balance 0 0 0 0 500 TOTAL REVENUES $ 0 $ 0 $ 1,620 $ 3,089 $ 500 Expenditures Personnel Services $ 0 $ 0 $ 200 $ 200 $ 0 Support Goods & Services 0 0 1,420 1,420 500 TOTAL EXPENDITURES $ 0 $ 0 $ 1,620 $ 1,620 $ 500 99 PROGRAM BUDGET SUMMARY Program Monashka Bay Road Service District Program Description Monashka Bay Road Service District is responsible for the road upkeep in that district. Goal To maintain, repair, and provide snow removal for the roads in the Monashka Bay Service District. Objectives for 19941995 To provide the same high standard of safe and adequate roads at a lower mill rate by more effective cost and management control of contracted road services. Significant Budget Changes Reduction of tax rate from 2.0 mills to 1.5 mills. i I I i i 1 1 1 1 1 101 F. Y. 1992 ACTUAL F. Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues Property Taxes $ 21,989 $ 22,468 $ 21,600 $ 22,720 $ 18,060 State of Alaska Grants 333 0 0 0 0 State Revenue Sharing 3,267 3,037 3,200 2,709 2,000 Interest Earnings 0 0 0 0 1,270 TOTAL REVENUES $ 25,589 $ 25,505 $ 24,800 $ 25,429 $ 21,330 Expenditures Personnel Services $ 285 $ 767 $ 100 $ 140 $ 900 Snow Removal /Sanding 9,268 6,715 13,500 6,223 10,000 Repairs and Maintenance 333 0 0 0 2,700 Grading /Ditching 8,389 2,765 11,000 3,742 7,000 Support Goods & Services 20 306 200 40 730 TOTAL EXPENDITURES $ 18,295 $ 10,553 $ 24,800 $ 10,145 $ 21,330 101 PROGRAM BUDGET SUMMARY Program Bayview Road Service District Program Description Bayview Road Service District is responsible for the road upkeep in that district. Goal To maintain, repair, and provide snow removal of the roads in the Bayview Road Service District. Objectives for 19941995 To provide safe and adequate roads. Significant Budget Changes No significant budget changes. ii 102 Itex F. Y. 1992 ACTUAL F.Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Revenues Property Taxes $ 3,872 $ 3,882 $ 3,100 $ 4,015 $ 4,096 State Shared Revenue 1,295 1,124 900 1,081 1,081 TOTAL REVENUES $ 5,167 $ 5,006 $ 4,000 $ 5,096 $ 5,177 Expenditures Personnel Services $ 306 $ 827 $ 0 $ 0 $ 0 Professional Services 0 0 0 0 0 Snow Removal 3,992 2,234 2,000 2,000 2,000 Repairs and Maintenance 146 0 0 0 1,177 Grading & Ditching 143 1.100 2,000 500 2,000 Support Goods & Services 20 147 0 0 0 TOTAL EXPENDITURES $ 4,607 $ 4,308 $ 4,000 $ 2,500 $ 5,177 Itex PROGRAM BUDGET SUMMARY Program Woodland Acres Street Lights Program Description To provide street lighting to the residents of Woodland Acres. Goal To provide street lighting to ensure a safer environment for all residents and visitors of Woodland Acres. Objectives for 19941995 To provide a street light at the corner of Puffin Drive and Rezanof, and ten other street lights throughout Woodland Acres. Significant Budget Changes No significant budget changes. 104 fl a -T F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues Real Property Tax $ 9,231 $ 9,881 $ 7,380 $ 10,731 $ 10,730 State Revenue Sharing 0 40 0 220 220 TOTAL REVENUES $ 9,231 $ 9,921 $ 7,380 $ 10,951 $ 10,950 Expenditures Electricity $ 4,336 $ 3,148 $ 3,000 $ 3,426 $ 7,950 Capital Outlay 0 0 4,380 3,014 3,000 TOTAL EXPENDITURES $ 4,336 $ 3,148 $ 7,380 $ 6,440 $ 10,950 105 FW PROGRAM BUDGET SUMMARY Program Bayside Fire Department Program Description Bayside Fire Department is responsible for providing fire suppression and fire prevention services to the citizens of Fire Protection Area Number One. Goal To minimize the impact on life and property attributable to fire through the development and implementation of fire prevention and suppression programs. Objectives for 1994 -1995 To maintain a force of 20 -25 trained fire fighters. To respond with a fire engine and fire fighters within five minutes of an alarm on 90% of all calls. To increase personnel's expertise in fire prevention and suppression activities. Significant Budget Changes Construction of addition to fire station. Equiping new fire station addition. Donation to Bayside Volunteer Association for the development of a regional training center. Repaint one engine. Repaint exterior of fire station. W 4w wr 1 L PERFORMANCE INDICATORS F. Y. 1992 ACTUAL F. Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Revenues 36 57 61 65 Dollar Loss in Thousands Pro ert Taxes $ 137 $ 146 $ 182,500 $ 184,974 $ 192,500 Payment in Lieu of Taxes 1,838 2 203 2,500 2 500 2,500 State Shared Revenue 3,032 3 3.500 20 3 000 Interest 20,972 15,221 9 9 000 3,000 Other 10 151 0 0 0 Rent 6 6 000 6 000 6,000 6 Use of Fund Balance 0 0 245 0 240,320 Transfers In 0 0 0 0 0 TOTAL REVENUES $ 169,291 $ 173 $ 449,440 $ 223,223 $ 447 Expenditures Fire Chief $ 64 $ 65,919 $ 72,600 72,600 $ 72,600 Volunteers 5,055 7 080 8,000 8 000 12,000 Frin a Benefits 22,934 22,595 25 25,040 21 Contracted Services 0 0 4 4 4 Contributions 0 0 0 0 0 Support Goods and Services 54 46,617 317,400 317 314 Capital Outlay 8 191,736 10 10,000 10,000 Depreciation 0 0 12,400 0 12.400 Transfers Out (1,457) 2 0 0 0 TOTAL EXPENDITURES $ 153,457 $ 336,906 $ 449,440 $ 437,140 $ 447,320 PERFORMANCE INDICATORS F. Y. 1992 ACTUAL F. Y. 1993 ACTUAL F. Y. 1994 ESTIMATED F Y 1995 PROJECTED Alarms 36 57 61 65 Dollar Loss in Thousands 133 161 172 1 y4 Response of Personnel 320 646 691 '40 Response Time in Minutes 5.9 6.1 6.9 n 0 Average Response per Call 8.8 11.3 11.0 11 0 107 I PROGRAM BUDGET SUMMARY Program Womens Bay Fire Department Program Description Womens Bay Fire Department is responsible for providing fire suppression and fire prevention services to the citizens of Womens Bay Fire Protection Area. Goal To minimize the impact on life and property attributable to fire through the development and implementation of fire prevention and suppression programs. Objectives for 19941995 To maintain a force of 20 -25 trained fire fighters. To respond with a fire engine and fire fighters within ten minutes of an alarm on 90% of all calls. To increase personnel's expertise in fire prevention and suppression activities. To stain and paint the exterior of the fire house. Upgrade communications equipment. Significant Budget Changes No significant budget changes. i 108 u a* .r 109 F. Y. 1992 ACTUAL F. Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Revenues Property Taxes $ 34,669 $ 37,467 $ 37,500 $ 39,005 $ 37,500 State Shared Revenue 851 1,008 1,000 1,000 1,000 Other 0 105 100 550 100 Rent 6,300 5,600 8,400 8,400 8,400 Transfers In 10,000 0 0 0 0 Use of Fund Balance 0 0 0 0 0 TOTAL REVENUES $ 51,820 $ 44,180 $ 47,000 $ 48,955 $ 47,000 Expenditures Volunteers $ 195 $ 0 $ 1,700 $ 1,700 $ 1,700 Fringe Benefits 3,955 6,085 8,200 8,200 8,200 Professional Services 0 300 300 300 300 Support Goods & Services 27,482 24,000 28,800 28,825 28,800 Capital Outlay 7,380 11,505 8,000 8,000 8,000 Operating Transfers 0 0 0 0 0 TOTAL EXPENDITURES $ 39,012 $ 41,890 $ 47,000 $ 47,025 $ 47,000 109 DEBT SERVICE FUNDS SCHEDULE OF GENERAL OBLIGATION BOND INDEBTEDNESS PRINCIPAL AND INTEREST REQUIREMENTS FISCAL YEAR 1995 Under State Statutes, there is no legal debt limit. The amount of debt outstanding is determined by the residents of the Kodiak Island Borough, and ultimately by the market place. The State of Alaska has a program to reimburse local governments for debt service payments during the fiscal year in which the debt service is paid. Different bond issues have been approved at various levels of reimbursement. All reimbursement payments are subject to annual legislative appropriation. Currently the legislative appropriation is around 94 - 95%. The 1989 Bond issue has been approved for 90% reimbursement and the 1991 issue has been approved for 80% reimbursement. The 1993 and 1994 bonds are eligible for reimbursement at 70 %, however, only the portion of the bonds used for school construction, $9,700,000, is eligible for reimbursement. The remainder of the issue, $9,500,000 is being used to construct a new hospital and is not reimbursable by the State. The current debt level has a minimal effect on current operations. The mill levy was raised 1.34 mills to pay debt service on the 1993 and 1994 bond issues. The Borough presently has a very low level of debt and this situation is not likely to change in the near future. 111 OUTSTANDING FY 1995 REQUIREMENTS OUTSTANDING BALANCE BALANCE JULY 1. 1994 PRINCIPAL INTEREST JUNE 30, 1995 1. General Obligation School Series 1989 $ 6,700,000 $ 780,000 $ 433,078 $ 5,920,000 2. General Obligation School Series 1991 2,015,000 1,015,000 94,170 1,000,000 3. General Obligation School Series 1993 9,215,000 455,000 552,050 8,760,000 4. General Obligation Bonds Series 1994 9,985,000 0 680,888 9,985,000 TOTAL $ 27,915,000 $ 2,250,000 $ 1,760,186 $ 25,665.000 Under State Statutes, there is no legal debt limit. The amount of debt outstanding is determined by the residents of the Kodiak Island Borough, and ultimately by the market place. The State of Alaska has a program to reimburse local governments for debt service payments during the fiscal year in which the debt service is paid. Different bond issues have been approved at various levels of reimbursement. All reimbursement payments are subject to annual legislative appropriation. Currently the legislative appropriation is around 94 - 95%. The 1989 Bond issue has been approved for 90% reimbursement and the 1991 issue has been approved for 80% reimbursement. The 1993 and 1994 bonds are eligible for reimbursement at 70 %, however, only the portion of the bonds used for school construction, $9,700,000, is eligible for reimbursement. The remainder of the issue, $9,500,000 is being used to construct a new hospital and is not reimbursable by the State. The current debt level has a minimal effect on current operations. The mill levy was raised 1.34 mills to pay debt service on the 1993 and 1994 bond issues. The Borough presently has a very low level of debt and this situation is not likely to change in the near future. 111 4W PROGRAM BUDGET SUMMARY Program Debt Service -Other Program Description This department was set up to handle the long -term portion of the accrued vacation of Kodiak Island Borough employees. Goal To always have sufficient funds to cover the long - term portion of the employees' accrued vacations. Objectives for 19941995 To have funds available to cover the long -term portion of the employees' accrued vacations. Significant Budget Changes No significant budget changes. 114 wr �J all aW Ai I, F. Y. 1992 ACTUAL F. Y. 1993 ACTUAL F. Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL APPROVED F. Y. 1995 BUDGET Revenues Transfer In General Fund KIB $ 15,774 $ 17,502 $ 9,000 $ 9,000 $ 9,000 Mental Health Center 9,132 8,069 0 0 0 Land Sale Fund 0 5,433 0 0 0 Bayside Fire Station (1,457) 2,959 0 0 0 TOTAL TRANSFERS IN $ 23 $ 33 $ 9,000 $9 $ 9 Expenditures Transfers Out $ 0 $ 0 $ 9,000 $ 9,000 $ 9,000 TOTAL EXPENDITURES $ 0 $ 0 $ 9,0W $ 9 $9 I, CAPITAL PROJECTS FUNDS 1 1 n A o PROGRAM BUDGET SUMMARY Program Capital Projects - Borough Vanous, School Bonds, and State Grants Program Description Capital Projects- Borough Various is used to account for capital improvements to various Borough facilities and utilities and performance for feasibility studies. Financing is provided from general fund revenues. School bond projects are financed through General Obligation Bonds, and state grant projects are funded by State of Alaska legislative appropriation. Goal To protect the Borough's interest in each capital project by ensuring satisfactory job progress, reasonable performance, and clear and accurate communications. Objectives for 19941995 To administer professional and construction contracts in a manner consistent with the appropriate legal requirements, Borough policies, and department needs for each project. Significant Budget Changes New Borough - funded FY95 projects include: Main Elementary HVAC Repair S 125,000 Borough Building Parking Lot 20,000 East Elementary Parking Lot 20,000 Main Elementary Steps 5,000 Pool Regrout 50,000 KIB Telephone System 100,000 Sewer Treatment Plant 250,000 Auditorium ADA Audio 6,500 Anton Larsen Dock 50,000 FY95 State Grant Projects added are: High School Phase IV S 240,588 Spruce Cape Waterline 1,000,000 Panamaroff Road Culvert 20,000 Karluk Airport Access Road 25,000 Peronosa Drive Construction 2,500,000 Karluk Landfill 50,000 Kodiak Clean Lakes 24,000 Mental Health Planning Grant 40,000 f 117 FY 1994 Completed FY 1995 Total Project Budget Projects Additions Cost Fund 410 Borough Capital Projects Revenues Interest Earnings $ 315,000 S 187,631 S 15,000 S 142,369 DOE/Peterson Elementary 3,740,690 0 0 3,740,690 DOT/PF Smokey's Cleanup 100,000 0 0 100.000 Manville Settlement 29,000 0 0 29,000 TOTAL REVENUES S 4,184,690 S 187,631 S 15,000 S 4,012.059 Operating Transfers In General Fund S 70,000 $ 70,000 $ 175,000 S 175.000 Land Sales 845,323 825.033 150.000 170,290 Debt Service 4,524,987 2,106,405 217,678 2,636.260 Major Maintenance School 235,734 181,854 110,000 163,880 Sewer Fund 0 0 100,000 100,000 TOTAL OPERATING TRANSFERS IN $ 5,676.044 $ 3,183,292 7S 52,678 S 3,245,430 TOTAL REVENUES 9 860 734 S 3,370,923 767 678 7 257 489 Projects I Hospital Construction S 123,810 S 0 S 0 S 123.810 2 Auditorium -Work of Art 33,090 0 0 33,090 3 Smokey's Clean Up 266,000 0 30,000 296.000 6 Asbestos Removal 75,000 0 0 75,000 8 Chiniak Subdivision Improvements 389,770 0 0 389,770 11 Drainage Plan Air Photo 31,050 20,412 (10,638) 0 12 Dumpster Pads 24,500 11,357 (13,143) 0 14 New Computer Acquisition 641,300 641,300 0 0 15 Hospital Oil Spill 190,200 185,631 (4,569) 0 16 New Parka 110,000 0 (6,790) 103,210 23 Ouzinkie Roof Repair 11,854 11,854 0 0 28 Old Harbor School Repair 525,000 0 0 525,000 33 High School Roof Maintenance 45,000 0 20,000 65.000 35 Chiniak School Water System 20,000 0 0 20.000 61 KIB Apartment Upgrade 154,000 151,818 (2,182) 0 66 Selief Lane Drainage 35,000 0 0 310w 67 High School Phase III 2,162,324 2,106,405 (55,919) 0 70 Peterson Elementary/Fed 3,740,690 0 0 3.740.690 74 Street Signs 20,000 0 10,000 30.000 75 Hospital Boiler Replacement 2,000 2.000 0 0 76 KIB & Red Cross ADA Upgrade 70,146 70,146 0 0 77 Jr. High Exterior Painting 0 0 85,000 85.000 78 High School Library Roof Repair 35,000 0 0 35.000 79 Crab Analog Report 10,000 0 0 10.000 80 High School Parking Lot Repair 5,000 0 0 5,000 82 Anton- Larsen Road Extension 25,000 0 0 25.000 83 Hospital Computers 35,000 0 0 35,000 84 Ouzinkie Boiler Install 170,000 170,000 0 0 85 Village Metals Removal 60,000 0 0 60,000 86 KIB Oil Tank Replacement 100,000 0 0 100,000 88 High School Phase IV 750,000 0 89,419 839,419 Main Elementary HVAC Repair 0 0 125,000 125.000 Borough Building Parking Lot 0 0 20,000 20,000 East Elementary Parking Lot 0 0 20,000 20,000 Main Elementary Steps 0 0 5,000 5.000 Pool Regrout 0 0 50,000 50,000 KIB Telephone System 0 0 100,000 100,000 Sewer Treatment Plant 0 0 250,000 250.000 Auditorium ADA Audio 0 0 6,500 6,500 Anton Larsen Dock 0 0 50,000 50.000 TOTAL BOROUGH PROJECTS S 9,860,734 3 370 923 767 678 7 489 WN 40 .MV W" aaa 1 I 7 118 Previous Year's Budgeted Budgeted Budgeted Budgeted Budgeted Expenditures FY 1995 FY 1996 FY 1997 FY 1998 FY 1999 S 127,369 S 15,000 S 0 $ 0 S 0 S 0 506,799 3.233,891 0 0 0 0 100,000 0 0 0 0 0 29,000 0 0 0 0 0 S 763,168 S 3,248,891 $ 0 S 0 S 0 S 0 S0 S 175,000 $0 S0 S0 S0 20,290 150,000 0 0 0 0 2,418,582 217,678 0 0 0 0 53,880 110,000 0 0 0 0 0 100,000 0 0 0 0 S 2,492,752 752,678 1- LO 10 � S 3,255,920 LLD , LO- S 110,503 S 13,307 $ 0 $ 0 S 0 so 18,500 14,590 0 0 0 0 266,896 29,104 0 0 0 0 63,471 11,529 0 0 0 0 252,526 137,244 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 34,290 68,920 0 0 0 0 0 0 0 0 0 0 497,613 27,387 0 0 0 0 38,798 26,202 0 0 0 0 16,421 3,579 0 0 0 0 0 0 0 0 0 0 0 35,E 0 0 0 0 0 0 0 0 0 0 2,661,824 1,078,866 0 0 0 0 19,670 10,330 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 85,000 0 0 0 0 0 35,000 0 0 0 0 0 10,000 0 0 0 0 2,645 2,355 0 0 0 0 0 25,000 0 0 0 0 20,715 14,285 0 0 0 0 0 0 0 0 0 0 66 59,934 0 0 0 0 66,997 33,003 0 0 0 0 191,556 647,863 0 0 0 0 0 125,000 0 0 0 0 0 20,000 0 0 0 0 0 20,000 0 0 0 0 0 5,000 0 0 0 0 0 50,000 0 0 0 0 0 100,000 0 0 0 0 0 250,000 0 0 0 0 0 6,500 0 0 0 0 0 50,000 0 0 0 0 S 4,262,491 S 2,994,998 $ 0 0 L02 LO 119 1 1 1 1 i 1 1 1 1 1 1 1 1 1 120 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Healthcare Facility Project #1 Project Title: Hospital Construction Fund: 410 Department: 402 Description of Project: These funds are being utilized to supplement the hospital remodel project. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 I oo8 -Qo Schedule of Project Cost: Total Cost Expenditures Administration S 33,810 S 21,909 S 11.901 Land Site Investigation Design Services Construction 90,000 88,594 1,406 Equipment Other Services Contingency Overhead TOTALS S 123,810 $ 110,503 S 13,307 Cost Beyond 5 -Year Program: None Source of Funding: General Revenue Funding Operating Budget Effect: None 1 1 1 1 i 1 1 1 1 1 1 1 1 1 120 1 '1 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Education Facilities Project N2 Project Title: Auditorium -Work of Art Fund: 410 Department: 404 Descnption of Project: This project provides for art- related activities and purchases of works of art for the schools. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration 5,000 S 5,000 S 0 Land Site Investigation Design Services Construction 28,090 13.Soo 14,590 Equipment Other Services Conungen.y Overhead TOTALS S 33,090 S 18.500 S 14,590 Cost Beyond 5 -Year Program: None Source of Funding: General Revenue Funding Operating Budget Effect: None 1 '1 VAN 122 ■r KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Facility Project #3 Project Title: Smokey's Cleanup Fund: 410 Department: 406 Description of Project: This project provides for crushing and removal of metal from the metals dump and will result in closeout of the site. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -9u Schedule of Project Cost: Total Cost Expenditures Administration S 68,583 S 53,860 S 14.723 Land Site Investigation Design Services Construction 202,048 188,892 13,156 Equipment Other Services 25,369 24,144 1,225 Contingency Overhead TOTALS S 296,000 S 266,896 S 29.104 Cost Beyond 5 -Year Program: Undetermined Source of Funding: General Revenue Funding Operating Budget Effect: None VAN 122 ■r r C KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #6 Project Title: Asbestos Removal Program Fund: 410 Department: 415 Descnption of Project: This project provides for abatement of asbestos- containing materials within the schools and will provide an update to the AHERA Management Plans. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 8,440 S 7,178 S 1,262 Land Site Investigation Design Services Construction 41,668 36.668 5,000 Equipment Other Services 24,892 19,625 5,267 Contingency Overhead TOTALS S 75,000 S 63,471 S 11,529 Cost Beyond 5 -Year Program: The AHERA Management Plans require updates every 3 years. Source of Funding: General Revenue Funding Operating Budget Effect: On -going updates to the Management Plans cost an estimated $1,500 annually. 123 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Roads and Grounds Project #8 Project Title: Chiniak Subdivision Improvement Fund: 410 Department: 418 Description of Project: This project provides for improvement on borough -owned land in the Chiniak area. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 19Q8.99 Schedule of Project Cost: Total Cost Expenditures Administration S 17,200 S 10,068 S 7.132 Land Site Investigation Design Services Conatntction 288,000 242,458 45,542 Equipment Other Services Contingency 84,570 0 84,570 Overhead TOTALS S 389,770 S 252,526 S 137.244 Cost Beyond 5 -Year Program: None Source of Funding: General Revenue Funding Operating Budget Effect: None 124 C t KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Recreational Facilities Project #16 Project Title: New Parks Fund: 410 Department: 429 Description of Project: This project continues the development and improvement of Borough parks. It includes a list of prioritized projects that are recommended by the Parks Board and approved by the Assembly. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 13,000 S 11.187 S 1,813 Land Site Investigation Design Services 20,000 2,925 17,075 Construction 66,210 19,816 46,394 Equipment Officr Scrvi.c> S00 362 138 Contingency 3,500 ) 3,500 Overhead TOTALS S 103,210 S 34,290 S 68,920 Cost Beyond 5 -Year Program: Cost is estimated at $40,000 annually as pan of the long -range expansion and park improvement program. Source of Funding: General Revenue Funding Operating Budget Effect: Park maintenance expenditures will gradually increase at an estimated annual cost of $800 - 51,000. 125 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #28 Project Title: Old Harbor School Structural Repair Fund: 410 Department: 441 Description of Project: This project is substantially complete. Remainder of funds will be used for grounds /site work. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 40,500 S 39,398 S 1,102 Land Site Investigation Design Services 61,000 58,429 2,571 Construction 408,000 399,501 8.499 Equipment Other Services 500 285 215 Contingency 15,000 0 15.000 Overhead TOTALS $ 525,000 S 497,613 S 27,38 Cost Beyond 5 -Year Program: None Source of Funding: State of Alaska Legislative Grant Operating Budget Effect: None I 126 t KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project 1133 Project Title: Kodiak High School Roof Maintenance Fund: 410 Department: 446 Description of Project: This project would provide maintenance of the roof on the high school facility above the corridor between the swimming pool and auditorium. There are numerous leaks along this portion of the building due to roof drain leaks and (lashings that need to be sealed. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 2,000 S 1,025 S 975 Land Site Investigation Design Services Construction 60,000 37,773 22,227 Equipment Other Services 3,000 0 3,000 Contingency Overhead TOTALS S 65,000 S 38,798 S 26,202 Cost Beyond 5 -Year Program: None Source of Funding: General Revenue Funding Operating Budget Effect: None 127 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project 1135 Project Title: Chiniak School Water System Fund: 410 Department: 448 Description of Project: This project would design an upgrade to the Chiniak School water system to add filtering in order to meet the EPA surface water requirements. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 2,000 S 1,105 S 895 Land Site Investigation Design Services 15,000 15,316 184 Construction Equipment Other Services Contingency 2,500 0 2.500 Overhead TOTALS S20,000 S 16,421 S 3.579 Cost Beyond 5 -Year Program: None Source of Funding: General Revenue Funding Operating Budget Effect: None 128 l?9 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Roads and Grounds Project #66 Project Title: Selief Lane Drainage Fund: 410 Department: 456 Description of Project: This project provides funding to the City of Kodiak for design and construction to alleviate a drainage problem along Selief Lane Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services $ 5,000 S 0 S 5,000 Construction 30,000 0 30,000 Equipment Other Services Contingency Overhead TOTALS S 35,000 S 0 S 35,000 Cost Beyond 5 -Year Program: None Sour,c of Funding: General Revenue Funding Operating Budget Effect: None l?9 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #70 Project Title: Peterson Elementary School Fund: 410 Department: 458 Description of Project: This project will upgrade Peterson Elementary School. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 155,750 S 92,291 S 63,459 Land Site Investigation Design Services 428,250 424,107 4,143 Construction 3,140,437 2,145,426 995,011 Equipment Other Services Contingency 16,253 0 16,253 Overhead TOTALS S 3,740,690 $ 2,661,824 S 1,078,866 Cost Beyond 5 -Year Program: None Source of Funding: Federal Grant Operating Budget Effect: Increased maintenance efficiency should result in minimal annual maintenance. This project combines two funding sources 1986 bond issue for $580,000 and federal grant for $3,740,690. Total cost of project $4,320,690. 130 l� n 131 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Roads and Grounds Project #74 Project Title: Street Signs Fund: 410 Department: 455 Description of Project: Replace missing and damaged road and street signs. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 3,000 S 625 S 2,375 land Site Investigation Design Services Construction 27,000 19.045 7,955 Equipment Other Services Contingency Overhead TOTALS S 30,000 S 19,670 S 10,330 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect: None 131 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #77 Project Title: Jr. High Exterior Painting Fund: 410 Department: 461 Description of Project: Scheduled preventative maintenance of five (5) year painting plan. Includes paint, caulk, and repairs. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 5,000 S 0 S 5,000 Land Site Investigation Design Services Construction 80,000 0 80,000 Equipment Other Services Contingency Overhead TOTALS S 85,000 S 0 S 85,000 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect: None 1 132 V l 1 n KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #78 Project Title: High School Library Roof Repair Fund: 410 Department: 462 Description of Project: Repair and replacement of sections of roof located over current high school library. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration 5 1,750 S 0 3 1,750 Land Site Investigation Design Services Construction 31,500 0 31,500 Equipment Other Services Cunungcnc� 1.750 0 1,750 Overhead TOTALS 3 35,000 5 0 3 35,000 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect. None 133 1 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Economic Development Project #79 Project Title: Crab Analog Report Fund: 410 Department: 463 Description of Project: Studies for enhancement of crab stocks to relate to higher returns for commercial fishing industry. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 10,000 S 0 S 10,000 Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS S 10,000 S 0 S 10,000 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect: None 134 1 E 11 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #80 Project Title: High School Parking Lot Repair Fund: 410 Department: 464 Description of Project: Repair of various potholes, cracks, and curbs in the high school parking lot. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 500 $ 0 S 500 Land Site InvcAlgatiun Design Services Construction 4,500 2,645 1,855 Equipment Other Services Contingency Overhead TOTALS S 5.000 5 2.645 2.355 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect: None 135 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Roads and Grounds Project #82 Project Title: Anton - Larsen Road Extension Fund 410 Department: 466 Description of Project: Joint venture of Borough /City to design road. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -9Q Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services S 25,000 $ 0 S 25,000 Construction Equipment Other Services Contingency Overhead TOTALS S 25,000 $ 0 S 25,000 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect: None A 136 r 1 k 1 1� L 137 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Healthcare Facilities Project #83 Project Title: Hospital Computers Fund: 410 Department: 467 Description of Project: Computer conversion of hospital and various computer equipment. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction Equipment S 35.000 S 20.715 S 14,285 Other Services Contingency Overhead TOTALS 535,000 S 2 0,715 S 14,285 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Operating Budget Effect: None 137 1 1 1 138 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Facility Project #85 Project Title: Village Metals Removal Fund: 410 Department: 471 Description of Project: This project is the first phase of removing metals from villages. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 10,000 S 66 S 9.934 Land Site Investigation Design Services Constriction Equipment Other Services 50,000 0 50.000 Contingency Overhead TOTALS S 60,000 5 66 S 59.934 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 1 1 138 139 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Facility Project #86 Project Title: KIB Oil Tank Replacement Fund: 410 Department: 470 Descnption of Project: Replace underground storage Link at Borough building. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 10,000 S 1,561 S 8,439 Land Site Investigation Design Services Construction 70,000 65,436 4,564 Equipment 20,000 0 20,000 Other Services Contingency Overhead TOTALS S 100,000 S 66,997 S 33,003 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effcct None 139 F1 140 1 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facility Project 1188 Project Title: High School Phase IV Fund: 410 Department: 472 Description of Project: Continuation of upgrade of High School facility. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 83,000 S 460 S 82,540 Land Site Investigation Design Services 82,000 80,238 1,762 Construction 639,419 81,858 557,561 Equipment 35,000 29,000 6,000 Other Services Contingency Overhead TOTALS S 839,419 S 191,556 S 647,863 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None F1 140 1 t r 0 e 131 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Faciltiy Project #97 Project Title: Main Elementary HVAC Repair Fund: 410 Department: 474 Description of Project: Repair /update HVAC system in Main Elementary. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 6,250 S 0 S 6.250 Land Site Investigation Design Services 12,500 0 12,500 Construction 100,000 0 100,000 Equipment Other Services Contingency 6,250 0 6,250 Overhead TOTALS S 125,000 S 0 S 125,000 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 131 142 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Facility Project 1198 Project Title: Borough Building Parking Lot Fund: 410 Department: 475 Description of Project: Design and repair of new and existing parking lots. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 1,000 S 0 S 1,000 Land Site Investigation Design Services 5,000 0 5,000 Construction 14,000 0 14,000 Equipment Other Services Contingency Overhead TOTALS S20,000 S 0 20,000 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 142 L� u 0 1 143 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facility Project #99 Project Title: East Elementary Parking Lot Fund: 410 Department: 476 Description of Project: Redesign and repair of existing parking lot. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 1,000 S 0 S 1,000 Land Site Investigatiun Design Services 5,000 0 5,000 Constriction 14,000 0 14,000 Equipment Other Services Contingent y Overhead TOTALS S 20,000 S 0 S 20,000 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 143 144 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Faciltiy Project #100 Project Title: Main Elementary Steps Fund: 410 Department: 477 Description of Project: Repair /replacement of rear exterior stairs per OSHA. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 250 S 0 S 250 Land Site Investigation Design Services 500 0 500 Construction 4,250 0 4.250 Equipment Other Services Contingency Overhead TOTALS S 5,000 so S 5.000 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 144 145 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Recreational Facility Project #101 Project Title: Pool Regrout Fund: 410 Department: 478 Descriplion of Project: Maintenance /repair of pool grout joints. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 2,500 S 0 S 2,500 Land Srtc Investigation Design Services 2,500 0 2,500 Construction 40,000 0 40,000 Equipment Other Services 2,500 0 2,500 Contingency 2,500 0 2,500 Overhead TOTALS S 50,000 S 0 S 50,000 Cost Beyond 5 -Year Program None Sourcc of Funding. General Fund Operating Budget Effect: None 145 146 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Facility Project #102 Project Title: KIB Telephone System Fund: 410 Department: 479 Description of Project: To replace old telephone equipment with new state -of- the -art telephone system. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 15,000 S 0 S 15.0(1 Land Site Investigation Design Services Construction 25,000 0 25,000 Equipment 60,000 0 60,000 Other Services Contingency Overhead TOTALS S 100,000 S 0 S 100.000 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 146 I I 'stt C 147 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 199495 THROUGH 1998 -99 Project Category: Public Utilities Project #103 Project Title Sewer Treatment Plant Fund: 410 Department: 480 De cnpuon ( Project Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost. Total Cost Expenditures Administration S 25,000 S 0 S 25,000 Land Site Investigation Design Services 20.000 0 20,000 Construction 2 00.000 0 200,000 Equipment 5.000 0 5.000 Other Services Contingency Overhead TOTALS S 250,000 S 0 S 250,000 Cost Beyond 5 -Year Program: None Now-; ,I Funding Gcncral Fund Uperaung Budget Etteet: None 147 J I 1 F7 .J 148 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Facilities Project #104 Project Title: Auditorium ADA Audio Fund: 410 Department 481 Description of Project: To establish audio assistance for hearing impaired attendees. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 200 S 0 S 200 Land Site Investigation Design Services Construction 1,000 0 1.000 Equipment 5,000 0 5.000 Other Services 300 0 300 Contingency Overhead TOTALS $6,500 S 0 S 6,500 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 1 F7 .J 148 1h 61 1 149 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Faciltiy Project #105 Project Title: Anton Larsen Dock Fund: 410 Department: 482 Description of Project: Repair of Anton Larsen dock due to sinkage. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 2,500 S 0 S 2,500 Land Site Investigation Design Services 5,000 0 5,000 Construction 40,000 0 40,000 Equipment Other Services Contingency 2.500 0 2,500 Overhead TOTALS S 50,000 S 0 S 50,000 Cost Beyond 5 -Year Program: None Source of Funding: General Fund Operating Budget Effect: None 149 150 FY 1994 Completed FY 1995 Total Project Budget Projects Additions Cost Fund 420 School Bond Projects Revenues Interest Earnings S 185,400 $ 0 S 218,590 S 403,990 Proceeds of 1986 bonds 419,600 0 0 419,600 Proceeds of 1993 bonds 0 0 4,622.512 4,622.512 Proceeds of 1994 bonds 9,700,000 0 (4,841,102) 4,858,898 TOTAL REVENUES $ 10,305,000 L0 $ 10,305,000 Projects Undesignated Projects S 10,000 S 0 S 0 S 10.000 39 Peterson Elementary 580,000 0 0 580.000 41 Port Lions Landscaping 15.000 0 0 15,000 93 Northstar Elementary 8,500.000 0 0 8.500,000 94 Ouzinkie School Remodel 1,200,000 0 0 1,200,000 TOTAL BOND PROJECTS l0 305 000 L - 0 L0 S 10.305,000 150 Previous Year's Budgeted Budgeted Budgeted Budgeted Budgeted Expenditures FY 1995 FY 1996 FY 1997 FY 1998 FY 1999 S 365,131 S 38,859 $0 $ 0 S 0 S 0 419,600 0 0 0 0 0 4,528,470 94,042 0 0 0 0 4,757,749 101,149 0 0 0 0 $ 10,070,950 S 234,050 U LO 2 0 U0 $0 S 10,000 SO S0 $0 SO 257,821 322,179 0 0 0 0 2,185 12,815 0 0 0 0 415,148 8,084,852 0 0 0 0 100,569 1,099,431 0 0 0 0 S 775,723 S 9,529,277 L- 0 U O 1- 0 L O 151 no "M 152 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #39 Project Title: Peterson Elementary Fund: 420 Department: 501 Description of Project: This project will upgrade Peterson Elementary School. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 72,860 S 53,231 S 19,629 Land Site Investigation Design Services 65,000 54,699 10,301 Construction 329,640 47,631 282,009 Equipment 110,000 100,000 10,000 Other Services 2,500 2,260 240 Contingency Overhead TOTALS $ 580,000 $ 257,821 S 322,179 Cost Beyond 5 -Year Program: None Source of Funding: 1986 Bond Issue Operating Budget Effect: Increased maintenance efficiency should result in minimal annual maintenance. This project combines two funding sources, 1986 Bond Issue for $580,000 and federal grant for $3,740,690. Total project costs $4,320,690. no "M 152 �r 1_-9 c KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project 1141 Project Title: Landscaping Port Lions School Fund: 420 Department: 503 Description of Project: This project will establish a parking area and ballfield at the school site. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 2,000 S 1,785 S 315 Land Site Investigation Design Services Construction 13,000 400 11,600 Equipment Other Services Contingency 1,000 0 1,000 Overhead TOTALS S 15,000 S 2,185 S 12,815 Cost Beyond 5 -Year Program: None Source of Funding: 1986 Bond Issue Operating Budget Effect: Minimal increase in annual maintenance budget is expected. 153 154 t KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #93 Project Title: Northstar Elementary Fund: 420 Department: 504 Description of Project: New elementary school for grades K -5. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration 3 170,000 S 12,860 S 157,140 Land Site Investigation 75,000 0 75,000 Design Services 625,000 402,288 222,712 Construction 6,525,000 0 6,525,000 Equipment 350,000 0 350,000 Other Services 130,000 0 130,000 Contingency 625,000 0 625,000 Overhead TOTALS $ 8,500,000 $ 415,148 S 8,084,852 Cost Beyond 5 -Year Program: None Source of Funding: 1993/94 General Obligation Bond Issue Operating Budget Effect: None 154 t I e L .s 155 KODIAK ISLAND BOROUGH CAPITAL INIPROVEAIENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #94 Project Title: Ouzinkie School Remodel Fund: 420 Department: 505 Description of Project: Remodel Ouzinkie School Estimated Prior Year 199495 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 24,000 $ 8,908 S 15,092 Land Site Investigation Design Services 120,000 91,661 28,339 Construction 870,000 0 870,000 Equipment 40,000 0 40,000 Other Services 50,000 0 50,000 Contingency 96,000 0 96,000 Overhead TOTALS S 1,200,000 S 100,569 S 1,099,431 Cost Beyond 5 -Year Program: None Source of Funding: 1993194 General Obligation Bond Issue Operating Budget Effect: None 155 FY 1994 Completed FY1995 Total Project Budget Projects Additions Cast Fund 425 Hospital Bond Projects Revenues Interest Earnings Proceeds of 1993 bonds Proceeds of 1994 bonds TOTAL REVENUES Projects Projects 95 Kodiak Island Hospital TOTAL BOND PROJECTS $ 0 S 0 S 213,781 S 213,781 4,528,470 0 4,528,470 4,971.530 0 21( 3,781) 4.757,739 9 500 000 L S 9.500.000 $ 9.500.000 1- 0 0 $9,500,000 9,500 000 Lo. U00 $ 9.500,000 156 Previous Year's Budgeted Budgeted Budgeted Budgeted Budgeted Expenditures FY 1995 FY 1996 FY 1997 FY 1998 FY 1999 S0 5213,781 SO SO $0 S0 4,528,470 0 0 0 0 0 4,757,749 0 0 0 0 0 S 9,286.219 2l3 781 L L 1 - 0 L O $ 46,874 $ 9,453,126 LO- LO- 0 10 46 874 9 453 126 L O L O LO L 0 157 158 J 1 t KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Healthcare Facilites Project #95 Project Title: Kodiak Island Hospital Fund: 425 Department: 540 Description of Project: Remodel of Kodiak Island Hospital Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 250,000 S 96 S 249,904 Land Site Investigation 50,000 0 50,000 Design Services 1,200,000 46,058 1,153,942 Construction 7,235,000 720 7,234,280 Equipment 450,000 0 450,000 Other Services 82,000 0 82,000 Contingency 233,000 0 233,000 Overhead TOTAL S 9,500,000 S 46,874 S 9,453,126 Cost Beyond 5 -Year Program: None Source of Funding: General Obligation Bonds Operating Budget Effect: None 158 J 1 t 160 FY 1994 Completed FY 1995 Total Project Budget Projects Additions Cost Fund 430 State Capital Grant Projects Revenues Hospital Design S 1,000,000 S 1,000,000 S 0 S 0 Salonie Creek Rifle Range 98,182 0 0 98,182 Selief Lane 75,000 0 0 75,000 Civil Air Patrol 50,000 0 0 50,000 Rural Development Assistance 30,000 30,000 0 0 Solid Waste Site Improvement 200,000 0 0 200,000 Bayside Expansion 150,000 0 0 150,000 Old Harbor Structural Repair 525,000 0 0 525,000 Hospital Repairs 275,000 0 0 275,000 DHSS (CSP) Grant 350,000 0 0 350,000 High School Phase IV 240,588 0 240,588 481,176 Legislative Grants 0 0 3,595,000 3,595,000 Kodiak Clean Lakes Grant 0 0 24,000 24,000 Interest Earnings 338,310 0 0 338,310 Mental Health Planning Grant 0 0 40,000 40,000 Operating Transfers Land Sale 83,508 0 0 83,508 TOTAL REVENUES S 3,415,588 S 1,030,000 S 3,899,588 S 6,285,176 Projects 48 Salonie Creek Rifle 520,000 0 0 520,000 54 Selief Lane/Von Scheele 75,000 0 0 75,000 69 RDA/IFSP (DCRA Grant) 30,000 30,000 0 0 71 Solid Waste Disposal 200,000 0 0 200,000 72 Bayside Fire Station 150,000 0 0 150,000 73 CAP Hanger Phase 11 50,000 0 0 50,000 87 Community Support Facility 350,000 0 0 350,000 89 Mental Health Plannng Grant 0 0 40,000 40,000 90 High School Phase IV 240,588 0 240,588 481,176 92 Hospital Repairs 275,000 0 0 275,000 Spruce Cape Waterline 0 0 1,000,000 1,000,000 Panamaroff Road Culvert 0 0 20,000 20,000 Karluk Airport Access Road 0 0 25,000 25,000 Peronosa Drive Construction 0 0 2,500,000 2,500,000 Karluk Landfill 0 0 50,000 50,000 Kodiak Clean Lakes 0 0 24,000 24,000 Operating Transfers 28 Old Harbor Structural 525,000 0 0 525,000 TOTAL EXPENDITURES 11,± $ 1,030,000 S 3,899,588 S 6,285,176 160 Previous Year's Budgeted Budgeted Budgeted Budgeted Budgeted Expenditures FY 1995 FY 1996 FY 1997 FY 1998 FY 1999 S0 S0 $0 SO SO SO 78,545 19,637 0 0 0 0 15,000 60,000 0 0 0 0 44,219 5,781 0 0 0 0 0 0 0 0 0 0 109,659 90,341 0 0 0 0 30,000 120,000 0 0 0 0 496,953 28,047 0 0 0 0 196,329 78,671 0 0 0 0 0 350,000 0 0 0 0 48,118 433,058 0 0 0 0 0 3,595,000 0 0 0 0 0 24,000 0 0 0 0 190 338,120 0 0 0 0 0 40,000 0 0 0 0 83,508 0 0 0 0 0 1 102 521 5 1ST L0 LO L0 L0 $514,082 S5,918 SO $0 SO SO 0 75,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 196,446 3,554 0 0 0 0 160 149,840 0 0 0 0 50,000 0 0 .0 0 0 0 350,000 0 0 0 0 0 40,000 0 0 0 0 0 481,176 0 0 0 0 267,330 7,670 0 0 0 0 0 1,000,000 0 0 0 0 0 20,000 0 0 0 0 0 25,000 0 0 0 0 0 2,500,000 0 0 0 0 0 50,000 0 0 0 0 0 24,000 0 0 0 0 525,000 0 0 0 0 0 S 1,530,018 4 732 158 L0 LO L0 so 161 1 1 r .w ,wr w am 162 wo KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Recreation Project p48 Project Title: Salome Creek Rifle Range Fund: 430 Department: 607 Description of Project: To purchase 640 acres in the Salonie Creek area and restore the old Navy rifle range. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 i998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land S 500,000 S 500,000 S 0 Site Investigation Design Services Construction 15,000 13,882 1,118 Equipment Other Services 5,000 200 4,800 Contingency Overhead TOTALS S 520,000 $ 514,082 $ 5,918 Cost Beyond 5 -Year Program: None Source of Funding: State grant for 598,182 and sale of other borough land for $458,818. Operating Budget Effect: None 1 1 r .w ,wr w am 162 wo to M U 1 n it 163 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Utilities Project 1154 Project Title: Selief LaneNon Scheele Way Street Lights Fund: 430 Department: 613 Description of Project: This project will provide street lights for Selief Lane and Von Scheele Way. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 5,000 S 0 S 5,000 Land Site Investigation Design Services 10,000 0 10,000 Construction 55,000 0 55,000 Equipment Other Services Contingency 5,000 0 5,000 Overhead TOTALS S 75,000 $ 0 S 75,000 Cost Beyond 5 -Year Program: None Source of Funding: State of Alaska Grant Operating Budget Effect: None. A street light district needs to be formed and a special revenue fund set up to fund maintenance and operations. 163 1 164 J 1 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Utility Project #71 Project Title: Solid Waste Site Fund: 430 Department: 621 Description of Project: Development of the solid waste disposal site with design and construction of recycling and solid waste processing facilities. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 10,000 S 9,243 $ 757 Land Site Investigation Design Services 82,000 80,692 1,308 Construction 26,000 24,992 1,008 Equipment 82,000 81,519 481 Other Services Contingency Overhead TOTALS S 200,000 S 196,446 S 3,554 Cost Beyond 5 -Year Program: Source of Funding: Legislative Grant L Operatmg Budget Effect: None 164 J 1 1 ��I 1 1 I 165 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRA-I1 FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Public Safety Project d72 Project Title: Bayside Expansion Fund: 430 Department: 622 Description of Project: Grant funds will be used to design and construct an expansion of the Bayside Fire Station. Estimated Prior Year 199495 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration $5,000 S 160 $4,840 Land Site Investigation Design Services 22,500 0 22,500 Construction 122,500 0 122,500 Equipment Other Services Contingency Overhead TOTALS S 150,000 S 160 S 149,840 Cost Beyond 5 -Year Program: Source of Funding: Legislative Grant Operating Budget Effect: None 165 1 KODIAK ISLAND BOROUGH I CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1993 -95 THROUGH 1998 -99 Project Category: Public Safety Project 473 Project Title: Civil Air Patrol Phase II Fund: 430 Department: 623 Description of Project: These funds will be passed through to the Kodiak Civil Air Patrol for their use in the design, cngtncenng, and consttvction of the Civil Air Patrol hangar at the City of Kodiak airstrip. Estimated Prior Year 1994 -95 1995-6 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction S 50,0 S50,000 I Equipment Other Services Contingency Overhead TOTALS S 50,000 S 50,(X)() Cost Beyond 5 -Year Program: Source of Funding: State of Alaska Grant Operating Budget Effect: None 166 t C 1 1 167 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Health Facilities Project #87 Project Title: Community Support Facility Fund: 430 Department: 632 Description of Project: Building renovation of the Mental Health CSP Facility. Estimated Prior Year 199495 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 22,730 S 0 S 22,730 Land Site Investigation Design Services Construction 296,520 0 296,520 Equipment Other Services 1,000 0 1,000 Contingency 29,750 0 29,750 Overhead TOTALS S 350,000 S 0 S 350,000 Cost Beyond 5 -Year Program: None Source of Funding: Legislative Grant Operating Budget Effect: None 167 Ll KODLAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Healthcare Facilities Project #89 Project Title: Mental Health Planning Grant Fund: Department: Description of Project: Department of Health and Social Serivices grant to KIE Mental Health Center for the pupose of the regional inpatient psychiatric service planning. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration $ 40,000 Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS S 40,000 Cost Beyond 5 -Year Program: None Source of Funding: State of Alaska, DHSS grant Operating Budget Effect: This project is implemented in conjunction with the Kodiak Island Hospital remodeling. This grant assists in the service planning process, and the Mental Health Center will develop planning connections with other organizations, including the Kodiak Area Native Association, Alaska Psychiatric Institute, etc. 168 am .r W W n W KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Educational Facilities Project #90 Project Title: High School Phase IV Fund: 430 Department: 634 Description of Project: Address code deficiencies and renovation necessary to upgrade existing facility. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction S 481,176 S 0 $ 481,176 Equipment Other Services Contingency Overhead TOTALS $ 481,176 S 0 S 481,176 Cost Beyond 5 -Year Program: None Source of Funding: Two (2) legislative grants for 5240,588 with required KM match of $103,109 each. Operating Budget Effect: None W Ll 1 ?0 KODL4K ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Healthcare Facilities Project #92 Project Title: Hospital Repairs Fund: 430 Department: 631 Description of Project: Hospital boiler replacement, roof repairs, medical waste incinerator, etc. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 4,000 S 3,144 S 856 Land Site Investigation Design Services Construction 245,000 238,538 6,462 Equipment 26,000 25,648 352 Other Services Contingency Overhead TOTALS S 275,000 $ 267,330 S 7,670 Cost Beyond 5 -Year Program: None Source of Funding: Legislative Grant Operating Budget Effect: None 1 ?0 1W 1_7 IZI I 1 [I 171 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 199495 THROUGH 1998 -99 Project Category: Public Utility Project # Project Title: Spruce Cape Waterline Fund: Department: Description of Project: Installation of gutters to streamline the flow of water and debris down the street and sidewalks to facilitate pedestrian traffic. Estimated Prior Year 199495 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 30,000 S 0 S 30,000 Land Site Investigation 10,000 10,000 Design Services 50,000 50,000 Construction 860,000 860,000 Equipment Other Services Contingency 40,000 40,000 Overhead 10,000 10,000 TOTALS S 1,000,000 S 0 S 1,000,000 Cost Beyond 5 -Year Program: None Source of Funding: Legislative Grant Operating Budget Effect: None 171 J No f KODIAK ISLAND BOROUGH C,- kP[T.A,L 12%IPROVEMENT'S PROGR —%1 FISCAL YEAR 199495 THROUGH 1998 -99 Proje:[ Category: Roads and Grounds Project rt Project Title: Panamaroff Road Culvert Fund: Department: Description of Project: Estimated Prior Year 199495 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS S 20,000 S 0 S 20,000 Cost Beyond 5 -Year Program: None rce of Funding: Legisla[ive Grant rating Budget Effect: 'None ff J No f G G r 1 00 KODIA.K ISLAND BOROUGH CAPITAL LMPROVEMENTS PROGR -kNI I FISCAL, YEAR 1993 -95 THROUGH 1998 -99 Pro zct Catz orv: Roads and Grounds 1 g' I Project # Project Title: KArluk Airport Accass Road Fund: Department: Dcscnption of Project: Construct access road from the beach to the airport, Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS S 35.000 S 0 S 25,000 Cost Beyond 5 -Year Program: None Source of Funding: Legislative Grant Operating Budget Effect: None 1 00 1 L wY 174 KODL4K ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 199495 THROUGH 1998 -99 Project Category: Roads and Grounds Project # Project Title: Peronosa Drive Construction Fund: Department: Description of Project: Construction of gravel surfaced roadway; water and sewer on Perenosa Drive. Estimated Prior Year 199495 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS $ 2,500,000 S 0 S 2,500,000 Cost Beyond 5 -Year Program: None Source of Funding: Legislative Grant Operating Budget Effect: None L wY 174 t. ..s I m 40 In ar 175 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 199495 THROUGH 1998 -99 Project Category: Public Utility Project k Project Title: Karluk Landfill Fund: Department: Description of Project: Construction of a sanitary landfill that will meet Enviromnental Protection Agency and Department of Environmental Conservation requirements. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS S 50,000 S 0 S 50,000 Cost Beyond 5 -Year Program: None Source of Funding: Legislative Grant Operating Budget Effect: None 175 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Urban Development Project # Project Title: Kodiak Clean Lakes Project Fund: Department: Description of Project: Federal grant project designed to coordinate the goal of cleaning up Kodiak's urban lakes. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 24,000 S 0 S 24,000 Land Site Investigation Design Services Construction Equipment Other Services Contingency Overhead TOTALS S 24,000 S 0 S 24,000 Cost Beyond 5 -Year Program: None Source of Funding: USDA Grant (pass through grant) Operating Budget Effect: None no I wel G C L i I PROGRAM BUDGET SUMMARY Program Utility Capital Projects Program Description The utility capital projects department provides for capital improvement projects for utility systems within the Kodiak Island Borough. Goal To provide quality utility systems. Objectives for 19941995 To provide the most utilities with the dollars available. Significant Budget Changes No significant budget changes. 177 Fund 550 Utility Projects Revenues US Navy - Construction Natives of Kodiak Use of Retained Earnings TOTAL REVENUES Fxpenditures 60 Project 89 -X 65 Spruce Cape Water Replacement 68 Cold Weather Train/Constr. TOTALS FY 1994 Budget Completed FY 1995 Total Projects Additions Project Cost S 664,338 S 664,338 S 0 so 40,662 40,662 0 0 490,249 0 0 490,249 $1,195,249 $ 705.000 LO- S 490.249 S 425,249 $ 0 S 0 S 425,249 65,000 0 0 65,000 705,000 705,000 0 0 1 195 249 705 000 L0 490 249 178 Previous Year's Budgeted Budgeted Budgeted Budgeted Budgeted Expenditures FY 1995 FY 1996 FY 1997 FY 1998 FY 1999 $0 S0 SO $0 $0 SO 0 0 0 0 0 0 490,249 490,249 0 0 0 0 490 249 4� 9 1 - 0 L L L S 187,458 S 237,791 S 0 $0 $0 so 3,356 61,644 0 0 0 0 0 0 0 0 0 0 190 814 299 435 L0 LO L0 LO 179 Wo 180 MW 00 KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1994 -95 THROUGH 1998 -99 Project Category: Utilities Project #60 Project Title: Project 89 -X Fund: 550 Department: 751 Description of Project: This project is repairing and replacing sewer and water utilities on Spruce Cape and Mission Roads. Estimated Prior Year 1994 -95 1995 -96 1996 -97 1997 -98 1998 -99 Schedule of Project Cost: Total Cost Expenditures Administration S 25,249 S 18,672 $ 6,577 Land 10,000 7,699 2,301 Site Investigation Design Services 10,000 3,723 6,277 Construction 300,000 157,364 142,636 Equipment Other Services Contingency 80,000 0 80,000 Overhead TOTALS $ 425,249 S 187,458 S 237,791 Cost Beyond 5 -Year Program: None Source of Funding: Utility Fund Balance Operating Budget Effect: None. Utilities are run as an enterprise fund. 180 MW 00 trr Q0 mm to t ,t-a KODIAK ISLAND BOROUGH CAPITAL IMPROVEMENTS PROGRAM FISCAL YEAR 1993 -94 THROUGH 1997 -98 Project Category: Utility Improvements Project 1165 Project Tide: Spruce Cape Water Replacement Fund: 550 Department: 752 Description of Project: Repair and replacement of water lines on Spruce Cape. Estimated Prior Year 1993 -94 1994 -95 1995 -96 1996 -97 1997 -98 Schedule of Project Cost: Total Cost Expenditures Administration $5,000 S 456 S 4,544 Land Site Investigation 3,000 2,900 100 Design Services Construction 57,000 0 57,000 Equipment Other Services Contingency Overhead TOTALS S 65,010 S 3,356 S 61,644 Cost Beyond 5 -Year Program: Source of Funding: General Revenue Funding Utility Fund Balance Operating Budget Effect: None 181 ENTERPRISE FUNDS ENTERPRISE FUNDS SANITARY SERVICES FUND This fund accounts for all activity of the Borough -owned sanitary landfill and garbage collection utility. WATER ENTERPRISE FUND This fund accounts for all activity of the Borough -owned and operated water utility. SEWER ENTERPRISE FUND This fund accounts for all activity of the Borough -owned and operated sewer utility. HOSPITAL ENTERPRISE FUND This fund accounts for all activity of the Kodiak Island Hospital and Care Center. The hospital is a component unit of the Kodoiak Island Borough. The hospital is operated on behl \alf of the Borough by the Luthern Health Systems Management Company. 183 PROGRAM BUDGET SUMMARY Program Water Fund Program Description The water fund provides potable water service to residents of Service District Number 1. Goal To maintain and complete the existing water system to provide adequate potable water to the residents of the service district through operation and maintenance of the system. Objectives for 19941995 To maintain fire hydrants. To continue pursuing funding from the State of Alaska to complete water and sewer projects in Service District Number 1. Significant Budget Changes No significant budget changes. 184 i o 185 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Revenues Water Sales $ 352,480 $ 386,666 $ 387,000 $ 388,288 $ 422,000 Installation Charges 1,315 2,154 0 70 0 Connect - Disconnect 1,556 4,517 0 0 0 Road & Utilities Inspections 665 180 0 0 0 Other 390 0 0 2,160 0 Penalties and Interest 7,588 3,042 5,000 2,854 5,000 TOTAL $ 363,994 $ 396,559 $ 392,000 $ 393,302 $ 427,000 Other Financing Sources Use of Retained Earnings $ 0 $ 0 $ 0 $ 0 $ 0 Amortization of contributions in aid of construction 109,645 109,645 0 109,645 0 TOTAL REVENUES & OTHER FINANCING SOURCES $ 473,639 $ 506,204 $ 392,000 $ 502,947 $ 427,000 Expenditures Personnel Services $ 11,304 $ 10,869 $ 15,000 $ 7,091 $ 15,000 Purchased Water 250,699 283,959 284,000 297,919 324,000 Testing 0 0 8,000 0 8,000 Support Goods & Services 29,142 35,445 34,500 30,796 32,600 Depreciation 109,653 109,653 50,500 109,653 47,400 Operating Transfers 200,000 0 0 0 0 TOTAL EXPENDITURES $ 600,798 $ 439,926 $ 392,000 $ 445,459 $ 427,000 185 PROGRAM BUDGET SUN MARY Program Sewer Fund Program Description The sewer fund provides sewer service to residents of Service District Number 1. Goal To maintain the existing sewer system to provide adequate sewer service to the residents of the service district through operation and maintenance of the system. Objectives for 19941995 To encourage the City of Kodiak to improve their system to eliminate the ground water infiltration within the system. To continue to encourage the City of Kodiak to pursue funding for upgrading the treatment plant. To continue pursuing funding from the State of Alaska to finish sewer and water projects in Service District Number 1. Significant Budget Changes No significant budget changes. 186 r— r ii 7 �-] i J 187 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F. Y. 1994 ACTUAL -APPROVED F.Y. 1995 BUDGET Revenues Sewer Treatment $ 394,028 $ 429,760 $ 430,000 $ 481,149 $ 510,000 Installation 0 0 0 0 0 Connect /Disconnect 0 0 0 0 0 Road & Utilities 615 90 0 0 0 Penalties Interest 6,775 3,042 0 3,256 3,000 TOTAL REVENUES $ 401,418 $ 432,892 $ 430,000 $ 484,405 $ 513,000 Other Financing Sources Amortization of contributions in aid of construction 196,590 196,590 0 196,590 175,000 TOTAL REVENUES & OTHER FINANCING SOURCES $ 598,008 $ 629,482 $ 430,000 $ 680,995 $ 688,000 Expenditures Personnel Services $ 8,620 $ 6,536 $ 13,000 $ 5,767 $ 10,000 Contracted Services 0 300 0 0 0 Sewer Treatment 271,958 305,554 306,000 361,573 400,000 Support Goods & Service 61,847 53,925 60,900 51,369 137,300 Capital Outlay 3,172 (3,172) 700 0 0 Depreciation 196,612 197,292 49,400 197,292 40,700 Operating Transfers 25,000 0 0 0 100,000 TOTAL EXPENDITURES $ 567,209 $ 560,435 $ 430,000 $ 616,001 $ 688,000 187 PROGRAM BUDGET SLAT MARY Program Waste Collection and Disposal Program Description The Solid Waste Collection Department provides waste collection service for the residents of the greater Kodiak urban area. This service is provided by a private contractor. The Solid Waste Disposal Department is responsible for the administration and operation of the municipality landfill and baler facility. The landfill is operated in observance of all federal, state, and local regulations and statutory guidelines in providing a facility for the disposal of solid waste for the citizens of Kodiak. Goal To provide a cost effective, environmentally safe waste collection and disposal service for the greater Kodiak urban area. To establish a solid waste management policy following the wastes hierarchy of (1) waste source reduction; (2) recycling of waste; (3) waste treatment; and (4) waste disposal. Objectives for 19941995 Develop a passive treatment system for the landfill leachate and estimate costs to construct and operate the treatment system. Complete the waste characterization study and cost analysis of the current waste management system. Conduct preliminary engineering and cost estimates for construction of disposal areas designed to meet the intent of the new federal regulations for landfills. Analyze alternative waste collection systems and select one for implementation to coincide with the collection contract renewal. Initiate cleanup of "Smokey's Dump" with metal removal to be completed by September, 1993. Characterize the surface water run -off from "Smokey's Dump." 188 wo as .W wo r 1 I 16 189 F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUD-GET PROJECTED F.Y. 1994 ACTUAL .APPROVED F.Y. 1995 BUDGET --- Revenues Collection Fees - Customer S 176,678 S 180,234 $ 180,000 S 158,798 S 159,300 Collection Fees - Contractor 300,983 265,315 284,000 285,430 291,600 Commercial Collection Fees 701,769 823,975 780,000 656,263 707,250 Dump Fee- Customer 97,038 237,689 192,000 197,895 406,044 Dump Fee- Contractor 147,344 140,653 144,000 179,555 239,988 Fees -Junk Removal 6,325 1,853 2,000 2,080 2,000 Penalties and Interest 3,174 14,484 5,000 12,573 18,126 Recycle Efforts 8,543 10,505 8,000 4,408 8,000 Other Financing Sources Use of Land Retained Earnings 0 0 0 0 0 Amortization of Aid in Construction 100,744 52,866 83,110 57,604 0 Transfers In General Fund 18,000 0 0 0 0 Land Sale Fund 0 0 0 0 0 TOTAL REVENUES S 1,560,598 S 1,727,574 S 1,678,110 S 1,554,606 S 1,832,308 Expenditures Waste Collection Allocated Salaries 0 0 0 43 0 Contracted Services 1,046,278 1,058,324 965,000 955,915 908,701 Support Goods & Services 609 4,450 1,200 1,000 27,980 Waste Disposal Personnel Services 216,093 239,506 231,610 229,609 246,175 Employee Benefits 81,395 81,350 94,940 89,824 103,970 Contracted Services 106,510 81,749 102,700 41,747 205,000 Support Goods & Services 145,034 134,711 174,540 156,428 250,590 Capital Outlay 0 0 23,950 0 n Depreciation 102,142 68,975 84,170 58,777 89,892 Allocated to Projects 0 0 0 (11,419) 0 Operating Transfers 20,694 0 0 0 0 OT. P NDIT 1,718,855 7 1 4 S 1,8 32,308 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 EnvironmentiCivil Engineer I 1 I 1 Baler/Landfill Supervisor l l 1 1 Baler Operator H 1 1 l t Baler Operator I 1 2 1 2 2 2 T OTAL 1 5 5 5 5 PERFOR`IANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y IuuS PROJECTED Average Daily Bales 32.16 31.50 31.60 36 Total Bales Entering landfill 10,035 9,850 10,000 I I._3_ Cubic Yard Placed 22,990 22,500 21,000 25.533 Total Bales Shipped for Recycling. 70 120 200 350 189 PROGRAM BUDGET SLN.LMARY l .,, s .. .. L a Services Program Description Provide data processing services to the Borough, KIBSD, and KIH. Areas of responsibility include: developing and maintaining MIS system; evaluating and selecting hardware, software, and applications software; operating the central distribution data center; controlling data input and output; designing and managing data communications and telecommunications networks; controlling forms; developing information processing policies and procedures; conducting feasibility studies of new manual or automated systems; allocating processing costs to user departments; researching potential systems, methods, or equipment that could improve cost - effectiveness or increase productivity; ensuring the security of all MIS operations; developing and implementing office automation systems; reporting on the performance of the preceding areas of responsibility to senior management on a specified periodic basis; oversee the maintenance of data processing and communication equipment; and reviewing and approving data processing equipment acquisitions or external services and contracts throughout the Borough, KIBSD, and KIH. Goal To continue to provide the very best, cost effective data processing services to the Borough and KIBSD. To continue to use all standard available resources to ensure user satisfaction while investigating innovations to increase productivity. To optimize the Borough's management information systems through the use of computer resources where applicable. To increase productivity through team work, sharing information, and pooling resources. Objectives for 1993 -1994 Increase user satisfaction with the IBM AS /400 host computer system. Reduce overall microcomputer costs. Increase end user's satisfaction of daily operations of personal computers (PC) with ongoing training that would increase working knowledge of PCs. Train AS /400 users to utilize office vision 400. Interface MAC School Software Application with the Borough's host computer system. Install and manage an on -line FAX system available to all end users. Restructure the Data Processing Department. Change job descriptions and job titles to reflect the duties that are actually performed. Significant Budget Changes Purchase high capacity laser printer $ 15,000 Previous Year's Accomplishments Installed token ring local area networks at three locations including Kodiak Island Mental Health Center, with the addition of twelve new end users, Community Support Program (CSP) with the addition of three new end users, and the Kodiak Island Hospital with the addition of thirty -two new end users. All were interfaced with the Borough's host computer system for a total of forty -seven (47) new end users added to the computer system without an increase in data processing staff. Implementation of Borough's payroll direct deposit programs and procedures. The addition of a new 8mm cartridge tape drive at a cost of $6,000 saved the Borough $4,000 in overtime. The cartridge tape drive will pay for itself in two years. Data Processing saved the Borough $45,000 in labor costs during a one year period: $41,000 Elimination of telephone console operator position 4,000 Unattended cartridge tape drive $45,000 TOTAL YEARLY SAVINGS 7 M 190 we L L t L I iw 1 EXTENDITURES Number of Employees F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 BUDGET PROJECTED F.Y. 1994 ACTUAL APPROVED F.Y. 1995 BUDGET Personnel Services $ 203,929 $ 242,350 S 283,770 $ 280,000 $ 299,080 Fringe Benefits 56,858 67,080 82,150 80,000 98,280 Contracted Services 5,038 10,000 8,000 0 0 Support Goods & Services 79,173 76.395 89,690 84,000 108,100 Capital Outlay 25,278 32,600 0 0 0 Allocated to Projects (140,758) (150,000) 0 0 0 Depreciation 0 0 50,000 50,000 50,000 TOTAL $ 229,518 $ 278,425 $ 513,610 $ 494,000 $ 555,460 PERSONNEL Number of Employees Position 1991 -92 1992 -93 1993 -94 1994 -95 Data Processing Manager 1 1 1 1 Programmer /Analyst 1 1 1 1 Programmer 1 1 1 1 Operations Supervisor 0 0 1 1 Computer Operator II 1 1 0 0 PC Technician 1 1 2 2 TOTAL 5 5 6 6 PERFORMANCE INDICATORS F.Y. 1992 ACTUAL F.Y. 1993 ACTUAL F.Y. 1994 ESTIMATED F.Y. 1995 PROJECTED Devices Physical Devices 88 95 105 110 Virtual Devices 75 95 118 130 Total Devices 163 190 223 240 Users 76 84 97 100 Communications Lines Local 16 16 16 16 Remote 6 7 7 10 TOTAL LINES 22 23 23 - Token Ring Users 0 10 58 -S 1<M APPENDIX SCHEDULE II CLASS TITLES AND PAY RANGES CLASS TITLE PAY RANGE A. Mayor's Department Borough Mayor Contract Resource Management Officer 20.5 Economic Development Director 19.5 Staff Assistant /Personnel Director 20.5 B. Administrative Support Services Administrative Assistant 12.5 Secretary III 10.5 Secretary II 8.0 Secretary I 7.0 C. Assessing Department Assessor 23.0 Appraiser 19.5 Assessment Clerk II 11.0 Assessment Clerk I 9.5 D. Clerk's Office Borough Clerk 22.5 Deputy Borough Clerk 12.5 Records Coordinator 11.0 E. Community Development Department Community Development Director 24.0 Associate Planner /LRP 20.5 Associate Planner /Enforcement 20.5 Assistant Planner 15.5 Building Official 12.0 Draftsman /Technician 14.0 F. Data Processing Manager Data Processing Manager 23.0 Programmer /Analyst 20.5 Programmer 18.5 Operations Supervisor 17.5 Computer Operator II 13.0 Computer Operator I 10.5 193 G. Engineering & Facilities Department 24.5 Engineering & Facilities Director 24.5 Environmental Engineer 22.5 Civil Engineer I 17.0 Construction Inspector /Architect Engineer 20.5 Chainman /Rodman 9.0 Baler /Landfill Supervisor 19.0 Baler Operator II 16.0 Baler Operator I 14.5 H. Finance Department Finance Officer 24.5 Accountant 20.5 Accounting Technician 15.0 Accounting Clerk 11.0 Clerk/Cashier 10.0 I. Mental Health Center Director 26.5 Clinician III 23.0-27.0 Social Worker IV 21.5 Clinician II 20.0 Vocational Director 17.5 Case Manager 15.5 Residential Trainer 9.0 Skills Trainer 9.0 Employment Training Specialist 9.0 K. Administrative Support Service (MHC) Administrative Assistant 13.5 Clerk /Cashier 9.5 Program Coordinator 11.5 Clerk /Typist 7.0 Job Coach 8 . 0 L. Bayside Fire Department Fire Chief 22.5 194 1994 - 1995 RECONWEtiDED BOROUGH BUDGET APPENDIX A PERSONNEL SUMMARY >5 1990 Approved 1991 Approved 1992 approved 1993 Approved 1994 Approved 1995 Approved Boroueh Clerk 3 3 3 3 3 3 Mayor 4 3 2 2 2 2 .assessor 4 4 4 4 4 4 Engineering/ Facilities 3 3 4 4 4 4 Data Services 4 4 4 4 6 6 General Administration 4 4 1 1.5 1 1 Community Development 5 5 6 6 6 6 Finance 5 5 5 7 8 8 Mental Health 26 28 24 23 21.5 22.5 Day Care 0 0 1 1 1 1 >5 KODIAK ISLAND BOROUGH SALARY SCHEDULE (Yearly Salary) Grade Step A Step B Step C Step D Step E Step F Step G Step H Step I Step J Step K 7.0 22,919 23,492 24,079 24,681 25,298 25,931 26,579 27,243 27,925 28,623 29,338 7.5 23,492 24,079 24,681 25,298 25,931 26,579 27,243 27,925 28,623 29,338 30,072 8.0 24,079 24,681 25,298 25,931 26,579 27,243 27,925 28,623 29,338 30,072 30,824 8.5 24,681 25,298 25,931 26,579 27,243 27,925 28,623 29,338 30,072 30,824 31,594 9.0 25,298 25,931 26,579 27,243 27,925 28,623 29,338 30,072 30,824 31,594 32,384 9.5 25,931 26,579 27,243 27,925 28,623 29,338 30,072 30,824 31,594 32,384 33,194 10.0 26,579 27,243 27,925 28,623 29,338 30,072 30,824 31,594 32,384 33,194 34,023 10.5 27,243 27,925 28,623 29,338 30,072 30,824 31,594 32,384 33,194 34,023 34,874 11.0 27,925 28,623 29,338 30,072 30,824 31,594 32,384 33,194 34,023 34,874 35,746 11.5 28,623 29,338 30,072 30,824 31,594 32,384 33,194 34,023 34,874 35,746 36,639 12.0 29,338 30,072 30,824 31,594 32,384 33,194 34,023 34,874 35,746 36,639 37,555 12.5 30,072 30,824 31,594 32,384 33,194 34,023 34,874 35,746 36,639 37,555 38,494 13.0 30,824 31,594 32,384 33,194 34,023 34,874 35,746 36,639 37,555 38,494 39,457 13.5 31,594 32,384 33,194 34,023 34,874 35,746 36,639 37,555 38,494 39,457 40,443 14.0 32,384 33,194 34,023 34,874 35,746 36,639 37,555 38,494 39,457 40,443 41,454 14.5 33,194 34,023 34,874 35,746 36,639 37,555 38,494 39,457 40,443 41,454 42,491 15.0 34,023 34,874 35,746 36,639 37,555 38,494 39,457 40,443 41,454 42,491 43,553 15.5 34,874 35,746 36,639 37,555 38,494 39,457 40,443 41,454 42,491 43,553 44,642 16.0 35,746 36,639 37,555 38,494 39,457 40,443 41,454 42,491 43,553 44,642 45,758 16.5 36,639 37,555 38,494 39,457 40,443 41,454 42,491 43,553 44,642 45,758 46,902 17.0 37,555 38,494 39,457 40,443 41,454 42,491 43,553 44,642 45,758 46,902 48,074 17.5 38,494 39,457 40,443 41,454 42,491 43,553 44,642 45,758 46,902 48,074 49,276 18.0 39,457 40,443 41,454 42,491 43,553 44,642 45,758 46,902 48,074 49,276 50,508 18.5 40,443 41,454 42,491 43,553 44,642 45,758 46,902 48,074 49,276 50,508 51,771 19.0 41,454 42,491 43,553 44,642 45,758 46,902 48,074 49,276 50,508 51,771 53,065 19.5 42,491 43,553 44,642 45,758 46,902 48,074 49,276 50,508 51,771 53,065 54,391 20.0 43,553 44,642 45,758 46,902 48,074 49,276 50,508 51,771 53,065 54,391 55,751 20.5 44,642 45,758 46,902 48,074 49,276 50,508 51,771 53,065 54,391 55,751 57,145 21.0 45,758 46,902 48,074 49,276 50,508 51,771 53,065 54,391 55,751 57,145 58,574 21.5 46,902 48,074 49,276 50,508 51,771 53,065 54,391 55,751 57,145 58,574 60,038 22.0 48,074 49,276 50,508 51,771 53,065 54,391 55,751 57,145 58,574 60,038 61,539 22.5 49,276 50,508 51,771 53,065 54,391 55,751 57,145 58,574 60,038 61,539 63,077 23.0 50,508 51,771 53,065 54,391 55,751 57,145 58,574 60,038 61,539 63,077 64,654 23.5 51,771 53,065 54,391 55,751 57,145 58,574 60,038 61,539 63,077 64,654 66,271 24.0 53,065 54,391 55,751 57,145 58,574 60,038 61,539 63,077 64,654 66,271 67,928 24.5 54,391 55,751 57,145 58,574 60,038 61,539 63,077 64,654 66,271 67,928 69,626 25.0 55,751 57,145 58,574 60,038 61,539 63,077 64,654 66,271 67,928 69,626 71,366 25.5 57,145 58,574 60,038 61,539 63,077 64,654 66,271 67,928 69,626 71,366 73,151 26.0 58,574 60,038 61,539 63,077 64,654 66,271 67,928 69,626 71,366 73,151 74,979 198 Grade Step A Step B Step C Step D Step E Step F Step G Step H Step I Ste° 7 Step K 26.5 60,038 61,539 63,077 64,654 66,271 67,928 69,626 71,366 73,151 74,979 76,854 27.0 61,539 63,077 64,654 66,271 67,928 69,626 71,366 73,151 74,979 76,854 78,775 27.5 63,077 64,654 66,271 67,928 69,626 71,366 73,151 74,979 76,854 78,775 80,744 28.0 64,654 66,271 67,928 69,626 71,366 73,151 74,979 76,854 78,775 80,744 82,763 199 Introduced By Drafted by: Introduced: Amended: Amended: Public Hearing Adopted: KODIAK ISLAND BOROUGH ORDINANCE NO. 94 -10 Mayor Selby Finance Officer 05/19/94 05/19/94 06/02/94 06i02/94 06/02/94 AN ORDINANCE LEVYING TAXES ON ALL TAXABLE REAL AND PERSONAL PROPERTY WITHIN THE BOROUGH FOR THE EXPENSES AND LIABILITIES OF THE BOROUGH FOR THE FISCAL YEAR COMMENCING ON THE FIRST DAY OF JULY 1994 AND ENDING ON THE THIRTIETH DAY OF JUNE 1995 (1995 FISCAL YEAR BUDGET) BE IT ORDAINED BY THE KODIAK ISLAND BOROUGH ASSEMBLY THAT: Section 1. This ordinance is not of general application and shall not be codified. Section 2. The following sums of money, or as much thereof as may be authorized by law, as may be needed or deemed necessary to defray all expenses and liabilities of the Borough, be and the same, is hereby appropriated for municipal purposes and objects of the Kodiak Island Borough and other taxing entities hereinafter specified for the fiscal year commencing on the 1 st day of July 1994 and ending on the 30th day of June 1995. Section 3. Adoption of this ordinance recognizes that funds are appropriated at department and /or project level. Composition of these figures are as delineated in the full detail budget document. The full document is available to all elected and appointed officials for their use. Copies may be reviewed by interested citizens at the Borough Building during normal working hours and also at the A. Holmes Johnson, Chiniak and village public libraries during their normal operating hours. A. General Fund (100) Revenues Taxes Real Property 45.0% $3,611,250 State Mandated Exemptions (1.6) (129,940) Personal Property 8.3 664,875 Non ad valorem taxes 2.1 169,500 Payment in lieu of tax 5.3 429,200 Kodiak Island Borough, Alaska Ordinance No. 94 - Page 1 of 3 i Severance Tax Penalties & Interest on Tax Licenses and Permits Intergovernmental Investment Earnings Operating Transfers & Other Use of Fund Balance Total General Fund Revenues Expenditures FTE Legislative Personnel Services Fringe Benefits Lobbyist Support Services Mayor 2 Personnel Services Fringe Benefits Support Services Clerk 3 Personnel Services Fringe Benefits Support Services Capital Outlay Legal Services Cost of Litigation Support Services Finance 8 Personnel Services Fringe Benefits Support Services Allocated to Projects Capital Outlay Assessing 4 Personnel Services Fringe Benefits Support Services Capital Outlay Kodiak Island Borough, Alaska 16,800 1,616 50,600 52,220 110,500 35,590 43,390 128,220 43,540 99,390 9,100 130,000 31,000 356,720 113,210 183,500 (151,720) 5,500 183,620 61,200 80,600 500 9.3 749,250 1.3 103,000 .7 56,500 21.5 1,729,200 4.0 320,000 .6 45,150 3_5 280,381 100.00% $8,028,366 1.5 121,236 2.4 189,480 3.5 280,250 2.0 161,000 6.3 507,210 4.1 325,920 Ordinance No. 94 -10 Page 2 of 8 i t i i 1 Facilities /Engineering 3 Personnel Services Fringe Benefits Professional Services Support Services Capital Outlay Allocated to Projects Community Development Personnel Services Fringe Benefits Professional Services Support Services Allocated to Projects Building Inspections Contracted Services Support Goods and Services Economic Development Professional Services Contributions Support Services Operating Transfers General Administration 1 Personal Services Fringe Benefits Audit Expense Support Services Emergency Preparedness Support Services Capital Outlay Education Support Audit Expense Support Goods & Services Operating Transfers Health & Sanitation Contracted Services Contributions Operating Transfers 0 177,310 57,810 15,000 55,590 3,000 (270,000) 285,580 105,670 2,000 71,560 (35,500) 78,000 6,500 • 37,790 11,050 134,000 113,910 5,300 5,000 26,000 66,000 3,769,340 225,450 183,200 1,034, 210 5 38,710 5,3 429,310 1.1 84,500 1.5 1 17, 000 3.7 296,750 1 10,300 48.1 3,861,340 18.0 1,442,860 Kodiak Island Borough, Alaska Ordinance No. 94 -10 Page 3 of 8 w i Culture and Recreation Contributions 153,500 Transfers & Contribution Other Operating Transfers 9,000 Total General Fund Expenditures B. Special Revenue Funds 1. Mental Health Center (200) Revenues Expenditures 2. Day Care Activity (205) Revenues Expenditures 3. Land Sales Fund (210) Revenues Expenditures 4. Buildings and Grounds Fund (220) Revenues Expenditures 5. Coastal Management (230) Revenues Expenditures 6. Community & Regional Affairs (232) Revenues Expenditures 7. Womens Bay Road Service District (240) Revenues Expenditures 1.9 low 153,500 $8,028,366 $1,795,565 $1 ,795,565 $ 313,019 $ 313,019 $ 506,792 $ 506,792 $ 517,117 $ 517,117 $ 18,000 $ 18,000 $ 700 $ 700 $ 96,524 $ 96,524 c Kodiak Island Borough, Alaska - r Ordinance No. 94 -10 Page 4of8 8. Road Service Dist #1 (242) Kodiak Island Borough, Alaska Ordinance No. 94 -10 Page 5 of 8 Revenues $ 139,970 Expenditures $ 139,970 9. Service Dist #2 (243) Revenues $ 500 Expenditures $ 500 10. Monashka Bay Road Dist (244) Revenues $ 21,330 Expenditures $ 21,330 11. Bayview Road Service Dist (246) Revenues $ 5,177 Expenditures $ 5,177 12. Fire Protection Area #1 (250) Revenues $ 447,320 Expenditures $ 447,320 13. Womens Bay Fire Dist (252) Revenues $ 47,000 Expenditures $ 47,000 14. Woodland Acres St Light Dist (260) Revenues $ 10,950 Expenditures $ 10,950 Kodiak Island Borough, Alaska Ordinance No. 94 -10 Page 5 of 8 C. Debt Service Funds 1 . School Construction Bonds (300) Revenues Expenditures 2. Debt Service - Other (310) Revenues Expenditures D. Capital Project Funds 1. Borough Projects, Various (410) Revenues Expenditures 2. School Bonds Various (420) Revenues Expenditures 3. Hospital Bonds (425) Revenues Expenditures 4. State Capital Grants (430) Revenues Expenditures 5. Building Major Maintenance (440) Revenues Expenditures $4,302,678 $4,302,678 $ 9,000 $ 9,000 $7,257,489 $7,257,489 $10,305,000 $10,305,000 $ 9,500,000 $ 9,500,000 $6,285,176 $6,285,176 $ 100,000 $ 100,000 Kodiak Island Borough, Alaska Ordinance No. 94 -10 Page 6 of 8 - 1 - 1 ■ E. Enterprise Funds ' 1. Water Fund (510) Revenues $ 427,000 ' Expenditures $ 427,000 2. Sewer Fund (520) ' Revenues $ 688,000 Expenditures $ 688,000 3. Sanitary Landfill (530) Revenues $ 1,832,308 ' Expenditures p $1 2 ,83 ,308 4. Hospital (540) Reve es $ 9,166, 597 Expenditures $ 9,166,597 5. Utility Improvements (550) ' Revenues $490,249 ' Expenditures $490,249 F. Internal Service Funds ' 1 . Data Processing Revenues $ 555,460 Expenditures $ 555,460 TOTAL ALL FUNDS $ 62,867,287 ' Section 4. Tax Levy. A tax for the amount specified levied for the calendar year 1995, to be used in the form of a mill levy is hereby for the purposes as specified in the Budget for the Fiscal Year (1995) of the Kodiak Island Borough commencing on the 1 st day of July 1994 and ending on the 30-1 day of June 1995 to defray expenses and liabilities of said entity as enumerated in the applicable budgets. r Kodiak Island Borough, Alaska Ordinance No. 94 -10 Page 7of8 rhtw The millage by taxing entity are as follows: A. City of Kodiak B. Kodiak Island Borough 1 . School District 6.283 2. All Other 6.626 Borough and State Credit Net Kodiak Island Borough C. Womens Bay Road Sery Dist D. Womens Bay Fire Dist E. Bayview Road Service Area F. Fire Protection Area #1 G. Monashka Bay Road Sery Dist H. Road Service District #1 I. Woodland Acres St Light Dist 2.00 mills 12.909 mills (6.159) mills 6.75 mills 2.00 mills 1.25 mills 1.00 mill 1.50 mills 1 .50 mills .75 mill .75 mill Section 5. Kodiak Island Borough staff is hereby authorized and directed to effect the necessary line item changes within the limits established above by fund, project and department to properly monitor, account, and report on the expenditure of these funds. ADOPTED BY THE ASSEMBLY OF THE KODIAK ISLAND BOROUGH THIS SECOND DAY OF JUNE, 1994 KODIAK ISLAND BOROUGH n Je me M. Selby Bo ugh Mayor Ja k L McFarland 4 Pre � g Officer ATTEST: Donna F. Smith, CIVIC Borough Clerk Kodiak Island Borough, Alaska Ordinance No. 94 -10 Page 8of8 t t ws GLOSSARY J 1 BUDGET GLOSSARY ADOPTED BUDGET - Refers to the budget amounts as originally approved by the Kodiak Island Borough assembly at the beginning of the year, and also to the budget document which consolidates all beginning -of- the -year operating appropriations and ' new capital project appropriations. ANNUAL BUDGET - A budget developed and enacted to apply to a single fiscal year. ' APPROPRIATION - The legal authorization granted by the legislative body of a government which permits officials to incur obligations and make expenditures of governmental resources for specific purposes. Appropriations are usually limited in amounts and time it may be expended. ASSESSED VALUATION - The valuation set upon all real and personal property in the borough that is used as a basis for levying taxes. Tax - exempt property is excluded from the assessable base. ASSESSED VALUE - The fair market value placed on personal and real property owned by taxpayers. BASIS OF ACCOUNTING - A term used to refer to when revenues, expenditures, expenses, and transfers (and the related assets and liabilities) are recognized in the accounts and reported in the financial statements. Specifically, it relates to the timing of the measurements made, regardless of the nature of the measurement, on either the cash or accrual method. BUDGET - A plan of financial operation embodying an estimate of proposed expenditures for a given period of time and the proposed means of financing them. Sometimes the term "budget" designates the financial plan presented to the appropriating governing body for adoption, and sometimes, the plan finally approved by that body. BUDGET DOCUMENT - The official written statement prepared by the borough's administrative staff to present a comprehensive financial program to the borough assembly. The first part provides overview information, together with a message from the budget - making authority, and a summary of the proposed expenditures and the means of financing them. The second consists of schedules supporting the summary. These schedules show in detail the past year's actual revenues, expenditures, and other data used in making the estimates. The third part is composed of personnel and salary schedules, the chart of accounts, and a glossary. BUDGET MESSAGE - A general discussion of the proposed budget presented in writing by the budget - making authority to the borough assembly. The budget message contains an explanation of the principal budget items, an outline of the boroughs ' experience during the past period and its financial status at the time of the message and recommendations regarding the financial policy for the coming period. CAPITAL PROJECTS FUNDS - Funds established to account for financial resources to be used for the acquisition or construction of major capital facilities (other than propriety and trust funds). CAPITAL OUTLAY - Expenditures, which result in the acquisition of items such as tools, desks, machinery, and vehicles costing more than $500 each and having a useful -life of more than one year and are not consumed through use, are defined as capital items. CAPITAL PROJECTS - Projects which purchase or construct fixed assets. Typically, a capital project encompasses a purchase of land and /or the construction of a building or facility. COMPONENT UNIT - A separate government unit, agency, or nonprofit corporation that is combined with other component units to constitute the reporting entity in conformity with GAAP. COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR) - The official annual report of a government. It includes (a) the five combined financial statements in the combined statement - overview and their related notes, and (b) combining statements by fund type and individual fund and account group financial statements prepared in conformity with GAAP and organized into 209 I 4/ a financial report pyramid. It also includes support schedules necessary to demonstrate compliance with finance- related legal and contractual provisions, required supplementary information, extensive introductory material, and detailed statistical sections. CONTINGENCY - Those funds included in the budget for the purpose of providing a means to cover minor unexpected costs during the budget year. CONTRACTUAL SERVICES - Items of expenditure from services the borough receives primarily from an outside company. .w DEBT SERVICE FUNDS - Funds established to account for the accumulation of resources for and the payment of general long- term debt principal and interest that resulted from the issuance of bonds. ENCUMBRANCES - Commitments related to unperformed contracts, in the form of purchase orders or contracts, for goods or services. Used in budgeting, encumbrances are not expenditures or liabilities, but represent the estimated amount of expenditures that will result if unperformed contracts in process are completed. ENTERPRISE FUND - A proprietary fund established to account for operations that are financed and operated in a manner similar to private business enterprises. In this case, the intent of the governing body is that the expenses, including depreciation, of providing goods as services to the general public on a continuing basis be financed or recovered primarily through user charges. EXPENDITURE - Decrease in net financial resources. Expenditures include current operating expenses requiring the present or future use of net current assets, debt service and capital outlays, intergovernmental grants, entitlements, and shared revenues. EXPENSES - Outflows or other using up of assets or incurrences of liabilities (or a combination of both) from delivering or producing goods, rendering services, or carrying out other government units and /or other funds. FIDUCIARY FUND TYPES - The trust and agency funds used to account for assets held by a government unit in a trustee ' capacity or an agent for individuals, private organizations, other government units, and or /other funds. FISCAL YEAR - The twelve month period to which the annual operating budget applies and at the end of which a government , determines the financial position and results of its operations. The borough's fiscal year extends from July 1 to the following June 30. FUND - A fiscal and accounting entity with a self - balancing set of accounts in which cash and /or other financial resources, all ' related liabilities, and residual equities or balances, and changes therein are recorded and segregated to carry on specific activities or attain certain objectives in accordance with special regulations, restrictions, or limitations. FUND TYPE - The three broad fund categories of governmental accounting are subdivided into seven fund types. The seven types are: general, special revenue, debt services, capital projects, enterprises, internal service, and trust and agency. GENERAL FUND - A type of governmental fund used to account for revenues and expenditures for regular day -to -day 4W operations of the borough, including the school district, which are not accounted for in specific purpose funds. The primary sources of revenue for this fund are local taxes and federal and state revenues. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP) - Uniform minimum standards and guidelines for financial accounting and reporting. They govem the form and content of the financial statements of an entity. GAAP encompass the conventions, rules,and procedures necessary to define accepted accounting practice at a particular time. They include only broad guidelines of general applications, but also detailed practices and procedures. GAAP provide a standard by which to measure financial presentations. GOVERNMENTAL FUND TYPES - Funds used to account for the acquisition, use and balances of expendable financial resources and the related current liabilities- except those accounted for in the proprietary funds and fiduciary fund. Under current GAAP, there are four governmental fund types: general, special revenue, debt service, and capital projects. 210 1i 1 1 1 INTERFUND TRANSFERS - Amounts transferred from one fund to another fund. This includes reimbursements, residual equity transfers,and operating transfers. INTER GOVERNNIENTAI, REVENUES - Revenues from other governments in the form of grants, entitlements or shared revenues or payments in lieu of taxes. LNVESTMENT - Securities held for the production of income in the form of interest in compliance with the policies set out by the Borough's Code of Ordinances. LAPSE - As applied to appropriations, the automatic termination of an appropriation. Except for indeterminate appropriations and continuing appropriations, an appropriation is made for a certain period of time. LEVY - To impose taxes, special assessments, or service charges for the support of government activities. Also used to denote the total amount of taxes, special assessments, or service charges imposed by a government. LIABILITIES - Debt or other legal obligations, arising from present obligations of a particular entity, to transfer assets or provide services to other entities in the future as a result of past transactions or events. 1fEASURENIENT FOCUS - The accounting convention that determines (1) which assets and which liabilities are included on a government's balance sheet and where they are reported, and (2) whether an operating statement presents information on the flow of financial resources (revenues and expenditures) or information on the flow of economic resources (revenue and expenses). n 0 u 6 NULL - A measure of the rate of property taxation, representing one one - thousandth of a dollar of assessed value. MILLAGE RATE - The tax rate on property, based on mill(s). A rate of 1 mill applied to a taxable value of $100,000 would yield $100 in tax. MODIFIED ACCRUAL BASIS OF ACCOUNTING - A basis of accounting in which revenues and other financial resources are recognized when they become susceptible to accrual, that is when they are both "measurable" and "available to finance expenditures of the current period. " "Available" means collectible in the current period or soon enough thereafter to be used to pay liabilities of the current period. Expenditures are recognized when the fund liability is incurred except for (1) inventories of materials and supplies that may be considered expenditures either when purchased or when used, and (2) prepaid insurance and similar items that may be considered expenditures either when paid for or when consumed. All governmental funds, expendable trust funds and agency funds are accounted for using the modified accrual basis of accounting. OPERATING BUDGET - Plans of current expenditures and the proposed means of financing them. The annual operating budget is the primary means by which most of the financing, acquisition, spending, and service delivery activities of a government are controlled. The use of annual operating budgets is usually required by law. Annual operating budgets are essential to sound financial management and should be adopted by every government. OPERATING TRANSFERS - All interfund transfers other than residual equity transfers. ORDINANCE - A formal legislative enactment by the legislative body which, if not in conflict with any higher form of law, has the full force and effect of law within the boundaries of the municipality to which it applies. The difference between an ordinance and a resolution it that the latter requires less legal formality and has a lower legal status. Revenue raising measures, such as the imposition of taxes, special assessments and service charges, universally require ordinances. OTHER FINANCING SOURCES - Governmental funds, general long -term debt proceeds, land lease payments, land sale payments, proceeds from the sale of fixed assets, operating transfers in, service charges, and fees for governmental sen ices. OVERSIGHT RESPONSIBIIITY - The basic - -but not the only -- criterion for including a government department, agency, institution commission, public authority, or other organization in a government unit's reporting entity for general purpose financial reports. Oversight responsibility is derived from the government unit's power and includes, but is not limited to, financial 211 interdependency, selection of governing authority, designation of management, ability to significantly influence operations and accountability for fiscal matters. PROGRAM - An organized set of related work activities which are directed toward a common purpose or goal and represent a well- defined expenditure of borough resources. PROGRAM BUDGET - A budget which structures budget choices and information in terms of programs and their related activities (i.e., repairing roads, treating water, etc.), provides information on what each program is committed to accomplish in the long run (goals) and in the short run (objectives), and measures the degree of achievement of program objectives (performance measures). PROGRAM DESCRIPTION - A program description describes the function of the program, the various activities involved in the program, and other pertinent information about the program. It answers the question, "what does this program do ?" PROGRAM GOAL - A program goal is a general statement on the intended effect or purpose of the program's activities. It includes terms such as: to provide (a service), to supply (a given need), to control, reduce, or eliminate (an occurrence), to maintain (standards), or to maximize (quality). A goal is not limited to a one -year time frame and should generally not change from year to year. A goal statement describes the essential reason for the program's existence. PROGRAM OBJECTIVE - Objectives are statements of the intended beneficial anti /or tangible effects of a program's activities. They are measurable and related to the proposed budget year. They are specific targets toward which a manager can plan, schedule work activities, and make staff assignments. Objectives should quantifiably be addressed in terms such as: to increase an activity, to maintain a service level, to reduce the incidence, or to eliminate a problem. PROPERTY TAX - A tax levied on the assessed value of property. PROPRIETARY FUNDS - A type of fund that accounts for governmental operations that are financed and operated in a matter similar to private business enterprises. The only proprietary fund type used by the borough is the enterprise funds. PURCHASE ORDER - A document authorizing the delivery of specified merchandise or the rendering of certain services for a stated, estimated price. Outstanding purchase orders at the end of the fiscal year are called encumbrances. RESOLUTION - A special or temporary order of a legislative body; an order of a legislative body requiring less legal formality than an ordinance or statute. RETAINED EARNINGS - An equity account reflecting the accumulated earning of an enterprise or internal service fund REVENUE - Increases in the net current assets of a governmental fund type other than expenditure refunds and residual equity transfers. General long -term debt proceeds and operating transfers -in are classified as "other financing sources," rather than revenues. Increases in the net total assets of a proprietary fund type other than expense refunds, capital contributions, and residual equity transfers. Operating transfers, as in governmental fund types, are classified separately from revenues. SEVERANCE TAX - A severance tax is a tax on the removal of natural resources from the Kodiak Island Borough. Major resources include fish, timber, and gravel. The severance tax rate is the same as the mill rate. SPECIAL REVENUE FUND - A fund used to account for the proceeds of specific revenue sources (other than expendable tru>t or major capital projects) that are legally restricted to expenditure for specified purposes. TAX RATE - The level at which taxes are levied. For example, a property tax rate may be proposed to be $.575 per $100 of assessed value. TAX LEVY - The total dollar amount of tax that optimally should be collected based on tax rates and assessed values of per,. and real properties. 212 TAX ROLL - The official list showing the amount of taxes levied against each taxpayer or property. Frequently, the tax roll and the assessment roll are combined, but even in these cases the two can be distinguished. 213