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HomeMy WebLinkAbout1986-1990 T -'1 CITY OF DENTON LONG RANGE FINANCIAL FORECAST 1986-1990 i J .a CITY MANAGER G. CHRIS HARTUNG i a PREPARED 13Y THE DEPARTMENT OF FIN kNCE i 4 ,'q E i I I ~ i i k i f T--~ T - - - -t T i WrYofDEWON,TEXAS MUNICIPAL BUILDING / DENTON, TEXAS 76201 / TELEPHONE(817)566.8200 July 26, 1985 :he Honorable Mayor and Members of the City Council City of Lanton P4 I respectfully submit this 1986-1990 Long Range Financial Forecast for your conside•.ation. I believc the -oinrast will prove to be a valuable policy and management tool in matte°s beating on financial planning. Some particular benefits that can be expected from the forecast ares o Ti,e attainment of a clear picture of the City's financial strengths "4 and weaknesses for deliberations. o Policy decisions may a made with recognition of long-term financial 7 impact, o Significant trends in the financial condition of the City will become w, apparent in time to take appropriate actions. o Bond rating agencies will have the opportunity to note the extensive, systematic financial planning performed by the City of Denton. i I hope you find the forecast useful as you consider the financial issues before you this fiscal year. { Rea ect~fully subm fted, 0. Chris Hartung City Manager -r ab 0091f f I ' LONG RANGE FINANCIAL FORECAST f - I TABLE OF CONTENTS I. INTRODUCTION . . . . . . . . . . . . . . . . . . . . . . . . . page 1 - A. Table of Variable Values . . . . . , 3 II. FINANCIAL OUTLOOK . . . . . . . . . . . . . . . . . . . . . . . . 5 A. Forecast Detail . . . . . . . . . . . . . . . . . 8 8. Plots and Charts , , , , , , , , , , , , , , ' . 12 III. FINANCIAL STRATEGIES . . . . . . . . . . . . . . . . . . . . . 37 IV. REVENUE FORECAST . . . . . . . . . . . . . . . . . . . . . . . . . 39 A. Ad Valorem Tax , , , , , , , , , , , , , , , , , , , , 39 8. Other Tar, . . . . . . . . . . . . . . 42 C. Facility Fees. . . . . . . . . . . 48 ! D. Fines and Fees . . . . . . . . . . . . . . . . . 49 E. Licenses and Permits , , , , , , , , , , , , , , , , , , , , 50 ' F. Miscellaneous Revenues , , , , , , , , , , , , , , , , , , 1 G. Intergovernmental Revenues , , . , , , , . . . 552 H. Other Fund Transfers , , , , , , , , , , , , 53 I. Interest Earred. , , , , , , , , , 60 I V. EXPENDITURE FORECAST . . . . . . . . . . . . . . . . . . . . . 61 A. Departmental Expenditures. , , , 61 B. Expenditures to other Agencies . , , , , , , , , 71 I, C. Miscellaneous Expenditures 76 I , w i . r CITY OF DENTON LONG RANGE FINANCIAL FORECAST - INTRODUCTION I e 1 1 I k ~ f CITY OF DENTON - J v I I LONG RANGE FINANCIAL FORECAST INTRODUCTION This document is the product of both extensive research and the application of techniques that have been proven in practice by other cities. The forecast is submitted as a tool to be used to identify general financial trends, given a field of reasonable assumptions, It is by no means a prediction of the precise dollar-level of any financial category in any particular year. The most importaat purpose of the forecast is to serve as r . "early warning system" that allows citizens, policy makers, and managers sufficient time to study potential financial problems and to then make informed choices, I Assumptions ` The financial projections in this forecast are based upon a network of assumptions, a change in any one of which could render the projections invalid. Particular assumptions are noted in the latter sections of this document. General assumptions aral 1, City services will be maintained at current levels and only those new Mi programs to which the City is presently committee will be adopted in the future, 2. There will be no severe change in the local economy. t 3. There will be no major annexations. 4. Any change in assessed valuation of change in the effective tax rate, property will not be offset by a I 5. Claims against unfunded liabilities will not exr.eed historical trends. 6. No new debt service obligations will be incurred and existing debt will be retired on schedule. These and other assumptions throughout the forecast are made solely for the purpose of establishing a framework for projectiuns. They are not policy _ recommendations. Most certainly, they are not attempts to infringe upon what is in many cases the prerogative of the City Council. Y . M CITY OF DENTON i LONG RANGE FINANCIAL FORECAST INTRODUCTION Page Two .p Methodology Both revenue and expenditure projections have been developed in a systematic manner, Revenues for the past ten years were restated to fit the revenue categories _ used in the current accounting system. These sources were aggregated into - revenue categories used in this document, then stored in a computerized data base, and finally were subjected to various forms of analysis. Several significant revenues were modeled using computer-supported statistical techniques. Other revenues were projected by deterministic approaches and expert judgement, The statistical approach, for example, was used for sales tax revenues while the deterministic approach was used to project transfers from other funds. Expert opinion was relied upon to project some volatile revenues such as that from interest income. Where the statistical approach was applied, many like items were forecasted in total rather than individually because the practice, beyond being expedient, generally improves accuracy because aggregate errors tend to cancel one another. The variables used in this technique are listed, along with their sources and projected values, at the table at the end of this section. The expenditure projections employ only one of these variables, the Regional Consumer Price Index, in their forecast method. Here the rate of projected change in the CPI was converted to an inflation multiplier and applied to the pertinent year's expenditures to obtain the base of the next year's expenditures. An additional calculation accounted for incremental additions of new costs and completed the projecton procedure. Here, it is essential that a qualification be made clear if the forecast is to be understood. Expenditures relfect only committed costa. Committed costa are defined as those costs which are unavoidable if present planning and policy maadates are continued. Mandates are viewed as deriving from Federal and State r~ legislation, Council action, or adopted City plans or policies. In this respect, the expenditure estimates cannot be regarded as an attempt to ti forecast total costs in the future, but rather, they must be considered approximations of minimum future costs. 0 .a 2 CITY OF DENTON r _ LONG RANGE FINANCIAL FORECAST INTRODUCTION Page Three TABLE OF VARIABLE VALUES 1985-66 1986-87 1987-88 1988-89 1989-90 Denton Pop. 58,731 59,512 60,243 60,974 61,709 Personal Income D/FW 58 66 68 74 81 CPI D/FW 356 374 393 411 432 Inflation Multiplier 1.045 1.051 1.052 1.046 1.051 Construction Value 9505851207 78,379,254 76,1730301 83,9670348 94,5000,000 Sources and Comments Population estimates were obtained from the North Texas Council of Governments. Linear interpolation was employed to determine yearly values. Personal income history for the Dallas/Fort Worth Standard 14etropolitaa Statistical Area was obtained from the Commerce Department, Bureau of Economic Anslyris. Projections of the rate of change were obtained from the State Comptroller's Office of Revenue Estimating. Consumer Price index history for the Dallas/Fort Worth SMSA was obtained from the Department of Labor, Bureau of Labor Statistics. Projections were obtained from the State Comptroller's Office of Revenue Estimating. I Inflation multipliers were derived from rates of change in the CPI projections. ` I f J . CITY OF OENTON - 3 LONG RANGE FINANCIAL FORECAST - y i FINANCIAL OUTLOOK 71 I . ~i I ~ 1 - CITY OF DENTON-=-_._ i x LONG RANGE FINANCIAL FORECAST FINANCIAL OUTLOOK ' ^I The 1986-90 Long-Range Financial Forecast projects the following operating balancesi 1985-86 1986-1987 1987-1988 1988-1989 1989-1990 Revenues: :20,016,265 $2119060274 $23,687,416 $25,115,371 $26,380,539 Expenditures: 209016,265 21,892,418 234654,756 25,1040023 260358,203 Balance: $ -0- $ 13,856 $ 32,660 $ 11,348 $ 229336 The forecast reveals positive balanced for every year; therefore, the overall forecast then indicates that revenues will keep pace with minimal expenditures. However, major increases in the number of programs, level of program services, or the amount of debt services will bring deficits unless corresponding adjustments are made in either revenues or expenditures. Revenues Several characteristics of revenue component of the forecast are noteworthy. First, Ad Valorem Revenue in Fiscal Year 1985-86 increases 27 percent above that of the previous year. Such growth is attributable to the phenomenal explosion in new building construction, the Appraisal District's estimate ! better reflecting actual appreciation in assessed valuation in Fiscal Year 1985-86 and the decreasing debt service obligation borne by the City. Following 1985-86 Fiscal Year, we anticipate a sharp reduction in the growth of Ad Valorem Revenue. The lowest percertage increase being 4.4, and the highest increase among the years following the 1985-86 Fiscal Year projections is 10.39. The reduction in the rate of increase is the result of expected increases in dolt service. In category of 0th±r Taxes, Sales Revenue is projected to have declining growth. It peaks at 10.7 percent growth in Fiscal Year 1985-86 and then gradually falling off to a 4.1 percent increase in the final year of the projection. y F,cility fee-related revenues are estimated to have a rather consistent growth rate, Over the five (5) year projection, the percentage growth increases remain between 11.1 and 16.6. The potential for increased revenue exist in this category when one considers the additional funds which may be made available as the Municipal Airport develops and as we improve the application of fire inspections. The Fines and Fees category demonstrated a significant increase of 20.4 percent in the first year of the forecast; however only marginal increases are projected for the last four (4) years of the forecast. The reason for the initial increase is t e expected improvements in the procedure we use to collect Municipal Court fees. CITY OF DENTON 5 It 1 I LONG RANGE FINANCIAL FORECAST v. I Miscellaneous Revenue is expected to increase moderately, throughout the forecast, with an average growth rate of about 8.7 percent per year. Intergovernmental Revenue is projected to average a 12.8 percent annual growth rate because the category demonstrated a significant increase in the 1985-86 Fiscal Year, however, absolute reductions in some categories and uncertainty .r about funding levels in other categories produce a sharp decline in the growth rate in following years. The largest revenue category, Other Fund Transfers, demonstrates only marginal annual growth rates. Although there are several reasons for the decreasing growth rate in this category, the primary reason is the sharp reduction in Revenue Sharing, decreasing growth in the cost of administrative services and conservative estimates of future transfers from the Bond Fund. Plots of historical and projected revenue trends are found at the end of this Fr section. Immediately following the revenue plots are bar charts that illustrate each major revenue category's proportion to total revenues over the forecast period. Expenditures Growth among expenditure categories is not nearly so disparate as growth among revenue categories because, in many cases, expenditure projections are driven by inflation alone. This method provides generally uniform growth, but significant exceptions occur in General Government, Finance, Police, and Fire categories. General Government increases beyond the rate of inflation are generally attributable to th reorganization of other division coats (e.g. Building Operations, Energy Management, Word Processing Center and Data Processing Center) into the General Government category. The two exceptions here are an increase in the service level of the economic development program and ' completion of Data Processing long range operational service plan. The Finance Department anticipates a reorganization and an expansion of the service base because of a change in the population, number of households and etc, However, the above mentioned changes will only produce a marginal increase in the growth rate of the department's expense above the general rate of inflation. Police expenditure growth rate fluctuates between 6.7 and 10.3 percent throughout the forecast. Fire expenditures jump some 14 percent in Fiscal Year 1986-87 and maintain that level until 1987-88. The last two years of the forecast exhibit a drastic reduction in growth rate, The large increase in the Fire Department's expenditures in 1986-87 and 1987-88 fiscal years is the result of operational requtrements of a new fire sub-station. Otherwise, growth in both department's expenditures is mostly driven by increase service demands. i' 6 CITY OF DENTON L LONG RANGE FINANCIAL FORECAST The Parks and Recreation Department's expenditures exceed general tuflation-rate growth because new facilities are sct.eduled for completion (causing increased operating costs). Plots and charts pertaining to expenditures are also found at the end of this section immediately following those of revenues. Forecast _ A detailed reporting of forecasted revenue and expenditures begins on the next page. Those categories which were forecasted in aggregate have a aeries of four periods in place of itemized projections. Plots and charts close the section. i I i i +y 1 CITY OF DENTON - 7 I f LONG RANGE FINANCIAL FORECAST = REVENUE FORECAST Revenue Category 1985-86 1986-87 1987-58 1988-89 1989-90- AD VALOREM TAXES Current $5,477,655 $5,7689316 $6,38'1,932 560652,549 $79062,165-- Delinquent 175,000 191,815 2031561 215,308 227,053 Penalty and Interest 54,776 46,856 44,689 57,523 622356 TOTAL $50707,431 $6,006,787 $6,6319181 46,925,380 $7,3519574 OTHER TAXES Sales $5,103,587 $5,686,181 $602980333 69781,484 $7,0720637, Franchise-Lone Star Gas 230,000 326,182 3470823 369,463 3910104 Franchise- General Tele. 1359000 133,843 135,551 137,260 1379968,-- Franchise-Cable T.Y. 76,300 799637 84,287 880938 93,588 Franchise-Hank 45,500 46;429 47,358 48,287 49,216• Mixed Beverage 72,800 750154 79,577 84,000 88,423 Hotel Occupancy Tax 278,900 328,687 366,234 403,782 441,329, Bingo _11,000 14,848 17 0897 20,946 23,995 TOTAL $50953,087 $60690,961 $703779060 $7,9340160 $8,298,2600^ FACILITY FEES i j, Swimming Pool Receipts $35,000 ' " " Cemetery Fees 90000 " " " " Community Building Rent 30,000 • " ' Airport 55,922 Recreation Program 310000 Athletic Program Fees 110000 Ambulance Feea 151,000 " " " " ~I' Williams Square Fees 150600 • " " " Fire inspection 529000 " " TOTAL $390,512 $4559486 $520,656 $585,829 $6519000 PINES AND FEES Municipal Court $792,000 ' • " ' " " Animal Control 44,000 • " ' " " Auto Pound 48,000 " " " " Court Cost 0 . Police Escort 91000 i TOTAL $ 8930000 $ 190120437 $19063,587 $1,144,737 $10166,887 CITY OF DLNTON B f It 1 1 ti I i I LONG RANGE FINANCIAL FORECAST REVENUE FORECAST Revenue Category 1985-86 1986-87 1987-88 198A-89 1989-90 LICENSES AND PERMITS Zoning $ 122,000 Tax Certificates 12,000 Hine and Beer 5,000 Vital Statistics 140500 Building Permits 2500000 Miscellaneous Permits 18,000 Excavation Permits 17,000 Loading Zones 10000 Electric/Plumbing 160000 TOTAL $4559500 $ 527,549 S 566,678 f 5940448 s 6210899 MISCELLANEOUS REVENUES Parking $ 11,000 Electric Inspections 47,600 Plumbing Inspections 750000 4 Street Cuts 350,000 Rents 10500 I Miscellaneous 1500000 Sale of Lend 0 Sale of Fixed Assets 109000 TOTAL $ 6450100 S 722,909 S 7690204 S 846,655 S 925,648 I : 1NTERCOVERNMENTAL REVENUE County Contribution Civil Defense $ 200815 S 160722 S 17,711 S 18,699 S 19,688 County Contr-Library 88,297 52,329 52,287 52,241 52,206 I County Contr-Ambulance 183,508 203,304 220,489 237,674 254,861 II Fed, Contr-Civil Defense 419630 38,537 40,749 42,960 45,172 Small Cities Contr-Ambu. 38,383 42,469 45,998 49,527 53,056 Grants 0 0 0 0 0 TOTAL $ 372,633 S 353,361 3 377,234 S 4010107 S 4240983 w CITY OF DENTON 9 I I i - LONG RANGE FINANCIAL FORECAST REVENUE FORECAST Revenue Category 1985-86 1986-87 1987-88 1988-89 1989-90 - TRANSFERS FROM IYEHER FUtZS Electric System Fund Administrative Services 4 1,3140426 1,4550717 1 1,575,002 $ 1,698,287 $ 19813,572 Return on Net Investment 10689,280 1,797,053 108639635 10930,217 1,996,799 Water and Sewer System Fund Administrative Services 793,298 857,585 902,009 946,432 990,856 Return on Net Investment 7190427 859,985 933,879 1,011,777 18081,667 Sanitation Operations Fund ` Administrative Services 245,000 2459000 246,939 2810884 298,828 Bond Fund 2701000 275,000 280,000 287,000 300,000 Revenue Sharing Fund 264,561 2720198 1901143 108,088 26,034-- TOTAL $ 5,2959992 $507621538 $5,991,607 $6,263,685 16,5070156 INTEREST EARNED Interest Earned $ 303,000 $ 374,046 $ 3900208 $ 419,370 $ 432,532 TOTAL $ 303,000 $ 374,046 $ 390,208 $ 419,370 $ 432,532 GRAND TOTAL $2090160265 121,906,274 $23,687,416 $25,115,371 $26,380,539 fi I ~I I i I i i 10 CITY OF OENTON r LONG RANGE FINANCIAL FORECAST EXPENDITURE FORECAST DEPARTMENT 1985-86 1986-87 1987-88 1988-89 1989-90 General Government $ 2,115,161 $ 29485,419 $ 2,612,175 $ 3,001,551 $ 33139,622 Legal 385,978 4149955 434,223 456,801 482,730 Personnel 314,167 3289409 345,158 363,106 379,809 Planning 335,154 350,236 368,098 387,239 4050052 Finance 194679597 1,551,571 1,669,537 1,777,381 1,859,769 Public Works 40097,729 4,282,127 4,500,515 4,734,542 500279745 Police 31494,669 3,856,248 4,114,711 404500160 41832,718 Fire 3,3549848 3,963,685 4,704,050 4,762,409 41748,954 Parks and Recreation 1,622,748 1,695,772 1,782,256 1,874,933 2,024,025 Library 6909995 7320958 781,761 834,429 885,381 TOTAL $171879,146 $19,661,380 $21,3120484 $22,642,552 $23,785,805 OTHER AGENCIES Health $ 100,000 $ 104,500 $ 109,830 $ 1150541 $ 120,856 Community Agencies 131,807 137,738 144,763 152,291 1599296 Visitor Bureau 138,055 144,167 1510625 159,510 166,847 Cultural Confederation 138,055 1449267 151,625 1599510 166,847 Appraisal District 155900) 1610975 170,236 1790088 187,326 TOTAL $ 6'20917 $ 692,747 $ 728,079 $ 765,940 $ 801,172 MISCELLANEOUS EXPENSES Financial Audit $ 40,000 $ 41,800 $ 439932 $ 460216 $ 489342 Bad Debt 150,000 156,750 164,744 173,311 181,283 Unemployment Benefit 40,000 41,800 43,932 46,216 48,342 Fire Insurance 90,000 94,050 98,847 1030987 108,770 Liability Insurance 220,000 219,900 241,625 254,189 165,882 G Disability Insurance 70,000 73,150 76,881 80,878 84,599 Transfers Out 178,202 1860221 1950118 205,896 2150367 Contingency 50,000 50,000 50,000 50,000 500000 Salary Adjustment 625,000 653,125 686,434 722,129 7550347 Cost Allocation 89000 81360 8,786 90243 9,668 Revenue Study 0 0 0 0 0 Domino Hall 30000 31135 31294 30466 31626 TOTAL $1,474,202 $1,538,291 $1,614,193 $11695,531 $1,7710226 GRAND TOTAL $20 016 6 265 $21,892,418 $23,654,756 $15,104,023 $26,358,203 J R To be funded irom prior year retainage. CITY OF DENTON 11 I LONG RANGE FINANCIAL FORECAST Total Revenues and Expenditures I L 27,000,000 (1986-1990 Estimated) . y ~~yW~ r 261000000 t 25,COQCDO 24,0001000 23,000,000 41 22,O0Q000 20=0,000 ~I r 'W1D~J/r00+~ T-1_ 17 64~00- Revenues 44 13'000000 r r . Expenditures =01000 t1~i0Dp00 ~ t 10,000,000 9.000,000 ' +4 I 7,0001000 , I 6.000.000 s 5400,000 i 4.0001000 ----F---~---~ 1976 1977 1978 1979 IM 1981 1982 1383 1984 1985 1986 1987 1988 1489 1990 , Year 12 CITY OF DENTON .d I I~ 1 1 i 1 I I LONG RANGE FINANCIAL FORECAST - r ~ r Forecast Total Revenues Actual 27,0006000 M0006000 r 25,OOaODO ad.oOaooo ~ i 23,0006000 22,0006000 ~r 21,000,000 2c+;ooorooo ~ wpoaooo ~ IUM 000 17n00X0 16,0006000 14000= 13xc= E II /20001000 rAOO~oOO 10,000,000 8,0006000 7XV00 6A00AOO k 5,0004000 1976 1977 1978 1979 1990 198i 1982 1983 1984 1985 1986 1987 1988 1989 1990 Year 33 CITY OF OENTON I it 4 LONG RANGE FINANCIAL FORECAST M Revenues: Ad Valorem Taxes - - Forecast Actual ` 7=000 M ~ 7,000,000 o r dXQ000 I , 6,000fJ00 ~ 5=000 K4 f 5,000= 1 f 1 4.50 = 1 4.000000 i 3,5004000 of 3,ODO= E 2.90Q000 .1 { :I 2.000 0 1,500A00 r. ,f 1„Oa01,000~ r 1976 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1987 1988 1989 1990 Year 14 CITY OF DENTON ~ I ~ w t LONG RANGE FINANCIAL FORECAST I - Revenues: Other Taxes - • Forecast Actual 8.500,000 8,000,000 7=000 ?,000,000 ♦ ♦ 6,500;000 6,0OO= 5.5001000 - 6,000000 1 4,500,000 40001000 E I I 3=000 ~ 3,000,000 I ` 2=000 2,000000 %500000 1.000,000 9476 1977 1978 1979 1980 1981 1982 1983 1984 1985 1966 1987 1988 1989 1990 Year CITY OF OENTON 15 7 LONG RANGE FINANCIAL FORECAST Revenues: Facility Fees - Forecast =MEN. Actual _ 660,000 640.000 620.000 600.004 500.000 560MO 540.000 ; 520,000 500,000 400.000 / 460.000 440.000 420.000 400.000',. 300.000 • 360,000 ~ ' + 340,000 o. k, 3p 0OA 3 00 f j 200,000 260,000 ,a 240.000 220,000 + a I 200WMW ' 190.000 1604000 l 140.000 120.000 90.000 60.000 ---t I 4AWO 1976 1997 1979 1979 1984 1991 1992 1903 1994 1965 1986 1907 1480 1999 1990 Year 16 CITY OF OENTON - 3 ~ LONG RANGE FINANCIAL FORECAST Revenues: Fines and Fees - • - Forecast _ Actual 1,200400 1,19],000 J 1,100,000 A♦ 1.M , I R , 900400 I O/~D/,O/, 1 ~i~ , 1 7=000 SN s' 700,000 f1 6=0 600000 l .5100= a 450,000 y~ 400.000 k 350,000 300400 I 280,000 200M 18G,000 -i 1976 1977 V78 1999 1980 1981 1982 1983 1984 '1485 1986 1487 1988 19% 1990 Year CITY OF DENTON 17 I I I r i LONG RANGE FINANCIAL FORECAST M Revenues; Licenses and Permits - - Forecast f Actual 640,000 620,000 600M _ 580,000 40 560,000 ~ h+ 540A00 ~ ~ ,i 520,000 ~ 500= ►q r! 4WIM 460= *1 E~ 440.000 I 4200: 1 400= 3w= 1 330AW 340= 320= 300= 280,000 260000 240= , 220= •I 200,000 140.000 140.000 i %N= ► a 100.000 80,000 dom 40.000 20.000 +---1 1276 1977 1478 1979 1980 1961 1982 9983 1964 1985 1986 1487 1988 1a84 1990 Year 18 CITY OF DENTON f i 1 I LONG RANGE FINANCIAL FORECAST Revenues: Miscellaneous - - Forecast actual M 950,000 900,000 e50,oo0 ~ 800.000 a 4f 750,000 700,000 I 650.000 0 ~ . ~ 600,000 i_ j 558000 500.000 430,000 4D0,000 330000 300.000 i 230.000 200,000 160A00 100.000 1076 1977 1978 1979 1480 19e1 1982 1983 1994 1985 1986 1987 1968 1989 1990 Year CITY OF OENTON 19 LONG RANGE FINANCIAL FORECAST - Revenues: Intergovernmental - - Forecast actual 440,000 ~420=00 i A . 400,000 I 1 360,000 l 340=00 t l 320,000 l . , l 300,000 l 280,000 260,000 240=00 220,000 200=00 180.000 160,000 140,000 + I %20,000 ~t 100,000 80x000 . 60=00 40=0 20,000 1976 1977 '1478 1979 1980 1481 1982 1983 1984 1995 1996 1987 1988 1484 1940 Year 20 CITY OF DENTON l II~ I N I r LONG RANGE FINANCIAL FORECAST r Revenues: Other Fund Transfer - - Forecast Actual 6,600.000 6,200.000 ` 6,OOOA00 ~r - s~ s,eoo,ooo ~ _ 6,600,000 , 12. 4,BOOA00 444= 41400.000 4XOA00 r ~ 4A~A00 3,800,000 3,600A00 3,400= i 3,200,000 3AOOAW 2,800,000 r 2,6W= 2,b00A00 2,20UM 2,000,000 1,800,000 1 Umooo v7d 1977 1978 1979 1980 1981 1982 1983 1984 1985 1986 1981 1988 19tT9 1990 Year 21 CITY OF OENTON cr LONG RANGE FINANCIAL FORECAST 6. Percent of Total Revenues Fiscal Years 1985-1990 .a Ad Valorem Taxes - .a Other Taxes Facility Fees Fines and Fees License and Permits FY 1985-86 FY 1986-87 ❑ FY V87-88 FY 1988-e9, Miscellaneous Revenue ® FY IM-90 Intergovernmental Revenue other Fund Transfer Interest Earned 0 2 4 6 e 10 12 14 16 19 20 22 24 26 29 30 32 22 CITY OF DENTON LONG RANGE FINANCIAL FORECAST Total Expenditures - • - Forecast Actual 27,000.000 • 26,000.000 29,000.000 , 24,000.000 ~l 23,000.000 2ZOO0Q000 I 4 =00.000 y 20AOO= 19,000.000 1800.000 nAGO,a~o Y40=000 7sooo4000 14,0000 Ir 13, 000 r U=00O II i ' 11,== 10.000=0 9=000 8,000.000 k 7, DDO 6=000 5,000.000 4,000.000 --T-+- 1 4----f ! 1976 1977 1978 1979 1980 9981 1982 1483 1964 1485 1986 1997 1968 1989 1990 Year CITY OF OENTON 23 LONG RANGE FINANCIAL FORECAST Expenditures: General Government • Forecast Actual 3.200AOO i 3,1ooAOO 3,000,000 _ 2.900000 2,8004000 2,7004000 ♦ 2.6004000 - Z5004000 P aao0,o00 ♦ 4300= 2.200,000 2,100AO0 ♦i 2.0004000 1,9004000 1,900AO0 1,7004000 1400AO0 1,5004000 %4OUW 1,3004000 1,2W= 9~9oa00o 140004000 . i i 9004000 9004000 700AOi0 600A00 I 6004000 400.000 300AM 200x000 --~-t 4 1976 99"17 we 1994 1920 1991 1962 1983 1994 1995 1996 1497 1989 1999 1990 Yoar CITY OF OENTON 24 LONG RANGE FINANCIAL FORECAST Expenditures: Legal - 0 - Forecast Actual 5=000 480000 460M I 440.000 I 420,000 , 400,000 380,000 ~ 360,000 1~ I MOM j 320,000 i ~ ! 300,000 280,000 264 240,000 220,000 200= I h i t 140,000 ~ V I 100/)00 r 1976 1977 '1978 1979 '1980 1981 1982 1983 1984 1985 1986 1987 19M 1989 1990 I Year CITY OF DENTON i ! 25 i LONG RANGE FINANCIAL FORECAST Expenditures: Personnel - - Forecast Actudl 380,000 360A00 I~ 340,000 00 ♦ . I 320AOD r I 300.000 290„000 260,000 XOPD0 220000 200.000 WOOD 160000 140.000 120000 rl ~ 100000 Bom 60,000 40000 20,000 1976 1977 1979 1979 1990 Vol 1992 1993 V04 '1995 1996 1997 1999 '1999 1990 Yeac CITY OF DENTON 26 1 I I N LONG RANGE FINANCIAL FORECAST ` Expenditures: Planning and Development 405,000 " * - Forecast 390,000 "f- Actual ~ 375000 ,v 360M . ' 345,000 60 330M r 315,000 , 300.000 , 285,000 270= 1 25UW 2401000 225,D00 I~ 210,000 (I f M.1 0'3,000 100.000 165,000 f '150'000 i 135,000 f ~ '105A00 +e 90400 i mom + F 601000 1976 1977 1978 1979 1980 1991 9992 1483 1904 1995 1986 19e7 1988 1989 1990 Year CITY OF DENTON _ 27 i LONG RANGE FINANCIAL FORECAST N Expenditures: Finance • • s Forecast Actual 1900,000 1850,000 • 1,900,000 1750x000 1,700,000 165D= , M 1400,000 1,500000 ♦ ~ ~ '1450.000 ,~/,~1 WTI 400.0000 1330,000 1,3=000 mm 1,200,000 1150= 1,100,000 1=000 1000,000 f !I 950000 ~ 900,000 I ~ 8%000 eooaoo , 750,000 700,000 650,000 1976 1977 1979 1979 1980 1981 1462 1963 1984 1985 1966 1987 1989 1989 1990 Yonr 28 CITY OF DENTON I I i I i i I 4 LONG RANGE FINANCIAL FORECAST Expenditures: Public Works Forecast -f•• actual 5,200,DO0 5,000,000 4;BDOA00 ~ ~ 4400M I 4 .400,000 , X _ a=oAoo 4AoDrDOO 3,800= 3,600,0DO 3.400M 3,200M 3,000,000 Z8DO= 2.600,000 2,4004100 8,200,000 I 2,000,000 1=000 1600,000 1,400.000 =000 1p00r000 eoaooo 1976 1977 1978 1979 1980 1981 1982 1983 1984 9985 1986 1987 1988 1989 1910 Yaar CITY OF DENTON 29 LONG RANGE FINANCIAL FORECAST I Expenditures: Police - • - Forecast Actual 5,000,000 4.800,000 r 4600,000 4,400.000 - 4,200M 064 4400400 ~ . 3.900,000 3.600,000 ♦ YA 3,400400 3,200,000 3400,000 2,800,000 2,600,000 ?,400400 , `N 1 $200,000 i 2,000,000 1.900,000 ,,6oD~ooo 1,400.000 1,200,000 !400400 1976 1477 1979 1979 1990 1981 1992 1983 1984 1985 1966 1987 1998 19,04 1990 Year CITY OF DENTON 30 f LONG RANGE FINANCIAL FORECAST ` Expenditures: Fire - - Forecast -f+ ` - 00J000 actual 4,9 4,6DOM ~ 4,400,000 1 4,200= I 4AOO= 3,800,000 _3,d0O,000 ~ 3.400,000 9,200,000 :=00O 2,800000 2,600.000 f Z400,A00 2,200,000 2,000= 1.900.000 1,600.000 i ~ fA0A0OO r 1200.000 fA0DA0O 800.000 1976 1977 1979 1979 1990 1991 1992 1983 1994 1995 1996 1997 1999 1999 1990 a Year CITY OF DENTON 31 a I J LONG RANGE FINANCIAL FORECAST M .9 Expenditures: Parks and Recreation - • Forecast Actual 2.100,000 - 2.000.000 I 1,900000 1,800,000 ' 170U,000 s 1,600000 I i i X500,000 ,,400,000 1,300,000 1,200000 1,'100!)00 , 1,000.000 'I 900000 i r1 800,000 ► f 700000 600,000 500,000 400= 1976 1977 1978 1979 1980 1961 1982 1983 1984 9985 1986 1987 1488 1989 1990 Year 32 CITY OF DENTON I i ! M LONG RANGE FINANCIAL FORECAST Expenditures: Library ' Forecast Actual - 900,000 ~ e5o,aoo ~ 800,000 / 750,000 i 70OPOO 650,000 600,000 550`000 500,000 450000 400,000 350,000 300,000 2MOD0 200,000 150400 1-h--°-T-- --~---+--i s 1976 1977 1978 1979 1980 1981 1982 1983 1964 1985 1986 1987 1988 1589 1990 Year .y CITY OF DENTON 33 t f ti LCNG RANGE FINANCIAL FORECAST Expenditures; Other Agencies - Farerest r Actual 8506000 800,000 ~I - 750.000 700,000 • I 6mow 600,000 / 5506000 500.000 450,000 400.000 3506000 300400 f 2506000 200400 F .r 150,000 1001000 50.000 --a--- 1976 1977 1978 1979 1980 1991 1982 1983 1984 1995 1986 1997 1988 1989 1990 Year 34 _ CITY OF DENTON I LONG RANGE FINANCIAL FORECAST Expenditures: Miscellaneous - ♦ - Forecast actual 1,9004000 •0 1,700.000 1,600,000 i Jr 00 0 1.500,000 1,40040= 1 1.300.000 _ I 1.2006000 I f 1x100400 1,000.000 900,000 800,000 700,000 i 600,000 500.000 400.000 300.000 2004000 100400 1976 1977 1979 1979 1990 '%481 1992 1993 1984 1995 1986 1987 1988 1999 1990 Year CITY OF DENTON 35 i I LONG RANGE FINANCIAL FORECAST - Percent of Total Expenses ® FY 1985-86 Fiscal Years 1985-1990 FY 1986-87 ❑ FY 1987-88 General Government ® FY 1968-89 ® FY 1989-1990 Legal Personnel Planning and Development Finance Public Works Police V. Fire Parks and Recreation Library Other Agencies Miscellaneous Expenses 0 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 16 19 20 21 36 - CITY OF DENTON LONG RANGE FINANCIAL FORECAST FINANCIAL STRATEGIES f I i I r. CITY OF DENTON I I` I 1 L "I LONG RANGE FINANCIAL FORECAST FINANCIAL STRATEGIES The strategies that follow have been adopted for the purpose of maximizing General Fund performance and integrity. They are presented in this document because, while their implementation may have immediate effect in some cases, full benefits are expected to be realized only in the long term. Growth The City is presently experiencing a period of unprecidented growth both in the number of new citizens and the amount of structural construction within its boundaries. Prudence requires that the City adopt a strategy of minimizing the financial burden such growth places upon public funds. Rapid development of property near, but outside of current city limits also requires that City staff carefully evaluate the fiscal impact that these proximate communities will have upon the City. Where appropriate, annexation may be considered to protect the City's physical and financial environment, but in each case, careful review of the costs and benefits of annexation will attend staff recommendations. Bond Ratings The City's financial structure and reporting system will be further developed so that bond rating agencies will grant improved credit ratings for the City. The objective of this strategy is to reduce the cost of debt service by obtaining more favorable interest rates in future general obligation issues. General Fund Balance To preserve General Fund integrity, the Fund Balance should be maintained at a level equivalent to approximately 8 to 10 percent of annual operating expenses. Management Systems Management systems will continually be reviewed for their impact upon financial performance. In this light, the Energy Management/Operations Analysis Division has been given responsibility for a comprehensive review of City work processes. This at* fiscal year, the Division will conduct productivity education programs, perform operational audits, and develop measurement criteria for productivity evaluation. Each of which is expected to contribute to cost containment and improved organizational effectiveness. CITY OF D£NTON 37 I LONG RANGE FINANCIAL FORECAST STRATEGIES Page Two Financial-Management Information The Finance Department will develop a financial fund monitoring system that will identify current financial funds that threatened long range financial ability. The system will employ various financial and environmental indicators so that a broader financial picture may be observed than would otherwise be possible. The City will further develop its fixed asset accounting capability, Here, an objective beyond improved control is the informed evaluation of the City's infrastructural needs, both for new capital construction and for recovery from deferred capital maintenance. Capability will also be developed to provide detailed information on the "job-cost" of particular projects so that capital productivity can be evaluated and cost recovery needs can be documented. The City will implement the recently approved Fleet Maintenance Program, This system will generate detailed, integrated financial information allowing managers to control the operating and maintenance costs of the City's vehicular equipment. Employee B&:nefits The Personnel Department intends to perform a comprehensive review of employee benefits to ensure present programs make the best possible use of available funds. Several innovations in the administration of benefit programs will be reviewed. Two that offer strong promise of cost reduction are pre-hospital- ization certification and post-hospitalization service auditing. These programs are aimed at identifying unwarranted charges for health care services by the providers of those services. The recent Supreme Court ruling which determined that the Fair Labor Standards Act (FLSA) shall apply to municipalities will have a definite financial impact ,i r upon usl however, the magnitude of the decision cannot fully be measured at this time. The Personnel Department is presently conducting an audit of our staff in an attempt to identify employees who will be affected by FLSA, Economic Development In conjunction with the City of Denton Chamber of Commerce, the City has I initiated a Strategic Economic Development Program, A principal objective of the program is to encourage high quality commercial and industrial enterprises to join the Denton community, thereby preserving the long tun vitality of the Denton economy. Elements of the programs are an introductory slide show, a City of Denton Fact Book, and promotional messages to selected business audiences. Ia certain cases, the City may also assist eligble applicants in their efforts to secure relocation and construction capital by means of Industrial Revenue Bonds. 38 CITY OF DENTON I LONG RANGE FINANCIAL FORECAST REVENUE FORECAST l~ 'i ~ I I I r i I y CITY OF DENTON f I G I, I i LONG RANGE FINANCIAL FORECAST _ REVENUE SUMMARY I REVENUE CATEGORY AD VALOREM TAXES - CURRENT PROJECTED - REVENUE I 1985-86 I 1986-87 I 1987-88 I 1988-89 f 1989-90 I 1$5,477,655 1 $5,768,316 156,382,932 1 $6,652,549 I $7,062,165 1 Description All property, real personal, mixed tangible, intangible, annexations, additions, and improvements to property located within the taxing unit's jurisdiction shall be subject to taxation on January 1 of each year. The City Council, following the final passage of the appropriations ordinance shall set the tax rate and levy for the current fiscal year beginning October 1 and continuing through the following September 30th. The Council may each year, by ordinance, exempt taxes on automobiles from the tax levy. By September 1 or as soon thereafter as practical, the Council adopts a tax rate for the current tax year. The annual tax rate must be set by ordinance, resolution, or order depending on the method prescribed by law for adoption of a law by the governing body. The Council may not adopt a tax rate that exceeds the tax rate as calculated by Section 26.04 of the 1981 Tax Code by more than 3.0 percent until it has held a public hearing on the proposed increase and otherwise complied with Section 26.06 of the Code. A vote on the ordinance setting the tax rate must be separate from the vote adopting the budget. Assumptions 1. The tax rate will be 591 per hundred dollars valuation. 2. The delinquency rate will be 4.0 percent. 3. Exemptions will remain at the same level. 4. Assessed valuation will increase according to projection. Methods Assessed valuation projections were compiled by regression formula that was driven by population and construction value estimates. Construction value estimates were derived from trend-line analysis of historical changes in construction value, adjusting for extraordinary growth in fiscal years ending 1985 and 86. Having thus derived assessed valuation, current tax revenue was taken as the product of assessed valuation, the tax and collection rates. CITY OF DENTON 39 LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY 1 RE EN E I CATEGORY AD VALOREM TAXES - DELIN UENT PROJECTED I I I I REVENUE 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I I I I I $175,000 I $191,815 I $203,561 I $215,308 I $227 053 I Description Except as for provided by taxing units adopting the split-payment of taxes method and the postponement of the delinquency date due to late mail out of tax bills, all taxes are due on receipt of bill and are delinquent if not paid before February 1 of the year following the year in which imposed. The governing body of the taxing unit may adopt a procedure in conformance with applicable statutes, a split-payment option for tax payment as provided by V,T.C.A., Title I, Property Tax Code (1981) Section 31.03, This option allows a taxpayer to pay one-half (1/2) of his property tares before December 1, and pay the remaining one-half (1/2) of the taxes without penalty or interest at any time before July 1 of the following year. If this option is not utilized, taxes are due on receipt of notice and delinquent as of February 1 of the year following the year in which imposed. Each year the collector for each unit shall prepare a cumulative and current delinquent tax roll for the unit. A person's personal property is subject to seizure for the payment of a delinquent tax, penalty and interest he owes a taxing unit on his property. Such property may be sold at a tax sale in accordance with the provisions of the State Property Tax Code. Assumptions r For the projection period, it is assumed that delinquent taxes will continue to be recovered at a conservative percentage rate of the precious year's tax levy. Methods The Recovery Percentage Rate was of the previous year's tax levy was established by a trend-line analysis of the historical relationship between annual tax levies and delinquent tax collection. 40 CITY OF OENTON LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY I REVENUE I CATEGORY AD VALOREM TAXES - PENALTY AND INTEREST I I PROJECTED REVENUE I 1485-86 I 1986-87 I 1987-88 I 1488-89 I 1989-90 I I $54,176 I $46,856 I $44,688 I $57,523 I $62,356 I _ Description A delinquent tax incurs a penalty of 6.0 percent of the amount of the tax for the first calendar month it is delinquent, plus 1.0 percent for each additional month or portion of a month the tax remains unpaid prior to July 1 of the year in which it becomes delinquent. However, a delinquent tax on July 1 incurs a total penalty of 12 percent of the amount of the delinquent tax without regard to the number of months the tax has been delinquent. If a person who exercises the split-payment option as provided by the Property Tax Code fails to make the second payment before July 1, the second payment is delinquent and incurs a penalty of 12 percent of the amount of the unpaid tax. A delinquent tax accrues at a rate of 1.0 percent for each month or portioa of a month the tax remains unpaid. Assumptions For the projection period, it is assumed that revenue from penalty and interest on delinquent taxes will fluctuate due to the establishment of a more efficient and effective collection procedures. Methods The estimates for this revenue category was derived from trend-line projections and anticipated improvements in our collection system. I i CITY OF DENTON 41 LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY i REVENUE 1 I CATEGORY OTHER TAXES - SALES I PROJECTED REVENUE 1 1985-86 1 1986-87 1 1987-88 1 1988-89 1 1989-90 1 1 $5,103,587 1 35,686,181 I $6,298,333 I $6,781,484 1 0,072,637 1 Description A general "sales tax" is levied on all persons and businesses selling merchandise in the city limits on retail basis. Monies collected under authorization of this tax is for the use and benefit of the city. No city may pledge anticipated revenues from this source to secure the payment of bonds or other indebtedness. In case of a delinquency of a taxpayer for the local sales and use tax, the State Comptroller's Office shall notify said city. The Comptroller acting through the Attorney General may bring suit for the collection of delinquent sales tax. The city may join the state in the suit or the city may initiate an individual suit for collection on approval of the Attorney General's Office. Assumptions 1. The relationship between the Dallas/Fort Worth Standard Metropolitan Statistical Area (SMSA) personal income level, Denton population, and sales tax revenue in Denton will continue along the same trend. 2. Personal -ucome in the Dallas/Fort Worth SMSA will rise at the rate projected by the State Comptroller's Office of Revenue Eatimatiog. 3. Denton population will increase as predicted by the North Texas Council of Governments. 4. The rate of inflation implicit in projected increases in personal " income is insufficient to negatively affect demand for taxable goods and services. Methods An econometric model was designed for use in projecting sales tax revenue. A comparison of the Dallas/Fort Worth SMSA personal income level, City of Denton population, and sales tax collections in the City of Denton was executed using regression analysis. M4 s analysis showed the variables were highly correlated, so personal income projections by the State Comptroller were employed in the regression formula to estimate sales tax revenues for the next five years. 42 CITY OF DENTON I i I 1 I LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY - I REVENUE I CATEGORY OTHER TAX - GAS FRANCHISE 1 I PROJECTED 1 REVENUE 1 1985-86 I 1966-87 I 1987-88 I 1988-89 1 1989-901 I 1 I 1 $230,006 $326,182 1 $347,823 I $369,463 1 $391,104 1 Description The holder or grantee of any franchise may be requested, as :ompensation for the rights and privileges enjoyed, to pay to the City each year such f`I reasonable rim, which is not less than 2,0 percent of the gross receipts of the business pursued by the holder of the franchise earned for services rendered, or say the City Council may determine by ordinance, agreement, and/or contract with such utility, This is a charge paid for the use of City streets and public ways and ie in lieu of all other municipal charges, fees, street rentals, pipe taxes or rentals, easement or other like franchise taxes, inspection fees, and/or charges of every .:1nd except only ad valorem and special assessment taxes for public improvemeats. Assumptions 1. The relationship between the Dallas/Fort Worth SMSA Consumer Price Index and the revenue from the gas franchise tax will continue along I the same trend. 2. The historical relationship between population levels in the City and gas franchise tax revenues will continue as well. 3. The Consumer Price Tndex in the Dallas/Fort Worth SMSA will rise at the rate projected by the State Comptroller's Office nf Revenue Estimating. 4. Population icu t-w City will increase at the rate predicted by the North Texas Council of Governments. Methods !his revenue was projected by employing population estimates for the City and CPI estimates for the Dallas/Fort Worth SMSA in a formula derived from multiple regression analysis. CITY OF DENTON 43 i LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY REVENUE I CATEGORY OTHER TAX - TELEPHONE FRANCHISE I PROJECTED I REVENUE I 1985-86 I 1986-87 I 1987-88 1988-89 I 1989-90 I _ I I - I $1350000 I $133,843 I $135,551 I $137,260 I $137,968 Description The holder or grantee of any franchise may be required, as compensation for the right or privilege enjoyed, to pay to the City such reasonable sum (currently 2.0 percent) of the gross receipts of the business pursued by the holder of the franchise earned for service rendered or as the Council may determine by contract, agreement, and/or by ordinance with such utility. This is a charge paid for the use of City streets and public ways and is in lieu of all other municipal charges and taxes of every kind, except only ad valorem atd special assessments for public improvements, Assumptions 1. The relationship between the DallaL/Fort Worth SMSA personal income level and telephone franchise revenue in Denton will continue along the same trend. 2. Personal income in the Dallas/Fort Worth SMSA will inr.rease at the rate projected by the State Comptroller's Office of Revenue Estimating. Methods This revenue category was projected with a regression formula, employing predicted values of personal income in the region as the model determinant. R, 44 CITY OF OENTON _ LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY - REVENUE I CATEGORY OTHER TAX - TELEPHONE FRANCHISE REVENUEED I 1985-86 I 1986-87 I 1987-88 I 1988-89 1989-90 I I I - $1350000 I $133,843 I $135,551 I $1310260 I $137,968 I Description The holder or grantee of any franchise may be required, as compensation for the right or privilege enjoyed, to pay to the City such reasonable sum (currently 2,0 percent) of the gross receipts of the business pursued by the holder of the franchise earned for service rendered or as the Co,_ncil may determine by contract, agreement, and/or by ordinance with such utility. This is a charge paid for the use of City streets and public ways and is in lieu of all other municipal charges and taxes of every kind, exctpt only ad valorem and special assessments for public improvements, Assumptions 1. The relationship between the Dallas/Fort Worth SMSA personal income level and telephone franchise revenue in Denton will continue along the same trend. 2. Personal income in the Dallas/Fort Worth SMSA will inrrease at the rate projected by the State Comptroller's Office of Revenue Estimating, Methods This revenue category was projected with a regression formula, employing predicted values of personal income in the region as the model determinant. 44 CITY OF DENTON LONG RANGE FINANCIAL FORECAST REVENUE SUN.MARY 1 REVENUE CATEGORY OTHER TAX - CABLE TV FRANCHISE PROJECTED 1 REVENUE 1 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I i I I I $76,300 I $79,637 I $84,287 I $880938 I $93,588 I Description The franchise granted by the City of Denton grants to the grantee or holder of the franchise - the right and privilege to construct, operate, and maintain in, upon, along, across, above, over, and under the streets, alleys, public ways and public places now laid on or dedicated and that all such extentions and additions thereto in the City; and poles, wires, underground cables, conduits, manholes, and other television conductors and fixtures necessary for the maintenance and operation of a CATV system which shall provide for the interception, sale, transmission, and distribution of television programs and other audio-visual electrical pa signals and the right to transmit the same to the residents of the City, ' i Assumptions I~ For tho projection period it is assumed that revenues from this source will increase moderately, r± j fJ Methods ra Because of the lack of historical data for this revenue item, growth was set as a conservative percentage increase per year. CtTY OF DENTON 45 LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY REVENUE I CATEGORY OTHER TAX - MIXED BEVERAGE TAX PROJECTED REVENUE I 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I I I $72,800 I $75,154 I $79,577 I $849000 I $88,423 Description A tax at the rate of 20 percent is imposed on the gross receipts of a licensee for the sale, preparation, or service of mixed beverages or from the sale of ice or nonalcoholic beverages and consumed on the premises of the permittee. This money is received from the State Comptroller quarterly. Assumption 1. The relationship between the personal income level in the Dallas/Fort Worth SMSA and mixed beverage tai revenues in the City will continue along the same tread. 2. The relationship between population in the City of Denton and mixed beverage tax revenues will also hold. 3. Projections of personal income and population are accurate. Methods A multiple regression formula (drives by population estimates for the city 1{ and personal income estimates for the Dallas/Forth Worth SMSA) was used to project this revenue item. t. { d~ 46 CITY OF DENTON LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY I RE E I CATEGORY OTHER TAX - HOTEL/MOTEL TAX PROJECTED REVENUE I 1985-86 I 1986-87 1987-88 I 1988-89 I 1989-90 I I I $278,900 I 5328 b87 I !366,234 I 5403 782 I 3441 329 } Description A tax is levied upon the cost of occupancy of any room or space furnished $2.00 or by any hotel w authorizes a roomptaxyof Is at not*moreathanf7 0 percentoof par day. The la the consideration paid by the occupant of such room to such hotel. Revenues from this tax are dedictated, by statute, to the following u3est 1. Promotion and encouragement of the arts 2. The acquisition of convention center facilities and related parking 3. The furnishing of facilities, personnel, materials for registration of convention delegates 4. Promotional and tourist advertising of the City 5. Improvements to, enlargement, as well as, the repairing, operation, and maintenance of convention center facilities, civic centers, museums, auditoriums, and parking areas or facilities in the immediate area of the convention facilities. 6. Historical preservation and restoration, and I 7. The pledge of tax revenues for the repayment of bonds issued for the construction of civic centers, museums, libraries, and certain recreational facilities. Comments The City of Denton allocates 99 percent of these revenues to the m er of Commerce and the Denton Cultural Council. Assumptions It is assumed that revenue from hotel and motel taxation will rise aggressively during the forecast period. Methods Because this revenue is passed-through to other agenct.es, the projection is based on a simple inflationary increase, with appropriate expenditure items likewise expanded. CITY OF DENTON 47 LONG RANGE FINANCIAL FORECAST _ REVENUE SUM.MY - REVENUE CATEGORY FEES FROM REVENUE PRODUCING FACILITIES I PROJECTED 1 I REVENUE I 1985-86 I 1986-87 I 1987-88 I 1988-89 1 1989-90 I I I I $390,522 I $455,486 I $520,656 I $585,828 1 $6510000 I Description This revenue derives from fees charged for the use of the following City n. facilitiess Swimmivg Pool Recreation Program Facilities Cemetery Athl.iic Program Facilities Community Buildings Ambulances Airport Williams Square Parking Fire Inspections Assumptions 1. The relationship between City population, inflation, and facility-fee revenues will hold. 2. City population will increase at the rate projected by the North Texas Council of Governments. Methods at A regression formula, driven by population and inflation estimates, was used to project this revenue class. I e~ . 48 CITY OF OENTON LONG FLANGE FINANCIAL FORECAST REVENUE SUMMARY r REVENUE CATEGORY FINES AND RELATED FEES I PROJECTED I REVENUE I 1985-86 1 1986-87 1 1987-38 I 1988-89 I 1989-90 I I 1 3893,000 1 $1,012,437 ,063,587 1 $1,144,737 1 $10166,887 I Description This revenue derives from fines imposed by municipal court and fees charged by related agencies. The list of sources for this revenue is: Municipal Court Fines Police Escort Fees Municipal Court Coat Fees Animal Control Fees Auto Pound Fees Assumptions 1. The relationship between the Dallas/Fort Worth SMSA Consumer Price Index and revenues from City fines and fees will continue along the same trend. 2, The relationship between City population and fines and fees revenue will also hold. M 3. The CPI projections for the Dallas/Fort Worth SMSA made by the State Comptroller's Office of Revenue Estimating will prove accurate. 4. The City population projection by North Texas Council of Government will prove accurate. 1 II Methods This revenue was projected by use of a regression formula that was driven by CPI and population estimates. I CITY OF DENTON 49 i l I P LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY 1 J CATEGORY LICENSES AND PERMITS J PR0IECTED I REVENUE 1985-86 1986-87 1987-88 1988-89 1989-90 ! I $455,500 1 $527,549 I $566,678 $594 448 I $621,899 I Description This revenue is composed of license and permit fees of the following types: Zoning Permits and Petitions Miscellaneous Permits M Tax Certificates Excavation Permits Wine and Beer Permits Licenses Loading Permits Vital Statistics Electric/Plumbiag Permits (Birth and Death Certificates) Building Permits Vending Permits Assumptions 1. The historical relationship between the coastuction value of newly-permited sturctures is Denton, the rate of inflation, and license and permit revenue will hold. 2. Consruction value projections by the Department of Finance will prove accurate. i Methods Revenue items in this class were projected by a regression formula that used predicted construction values and inflation rates as determinants. 1 i 50 CITY OF CU9TON I i I I i I T LONG RANGE FINANCIAL FORECAST - 00 REVENUE SUMMARY I CATEGORY MISCELLANEOUS REVENUES PRO ECTED REVENUE 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I I I $654,100 I $722,908 I 3169 204 I $846,655 I $925.648 I Description Revenue from this class is composed of the following souz:es: Parking Pieter Fees Rent and Concession Fees Electric Inspections Miscellaneous Revenues 'lumbing Inspections Sale of Land ;tt,et Cut License and Sale of General Fixed Aesests :repair Fees Assumptions 1. The relationship between personal income in the Dallas/Fort Worth SMSA and revenues from this class will hold. 2. Personal income projections will prove accurate. Methods i Revenue items in this class were projected by a regression formula that used predicted construction values and inflation rates as determinants. CITY OF DENTON ` 31 - LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY REVENUE CATEGORY INTERGOVERNMENTAL REVENUES I PROJECTED T- I REVENUE I 1985-86 I 1986-87 1 1987-88 I 1988-89 I 1989-90 I I 1 $3620633 I $353,361 I $377,234 1 $4010107 ( $424,983 I Description This revenue is composed of revenues received from: County Funding for Civil Defense County Funding for Litrary County Funding for Ambulance Federal Funding for Civil Defense Small City Funding for Ambulance Service Refunds of FICA Payments Grants Assumptions I 1. County funding for the library will continue 'without interruption r~ thru Fiscal Year 1990. 2. No refunds under the Federal Insurance Contributions Act will be 11 received. e4 3. Past trends in other-goverament appropriations for these activities ~i will continue. r Methods P' Continuing revenues in this class were projected at an annual growth rate which varied from 5.0 to 7.0 percent. The ra a of growth was derived from l trend-line projections. r I ~ 52 - CITY OF DENTON I LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY I REVENUE CATEGORY OTHER FUNDS TRANSFERS - ELECTRIC ADMINISTRATION PROJECRD I I _ 'I__T , -I --------I I_REVENUE I 1985-86 I 1986-87 1 1987-88 I 1988-89 1 1989-90 I $11314,42b I $1,4550717 I $1,757.002_1 $1,698,298 1$1,813,572 1 Description Aduiaistrative services' charges are allocated to all Er.terprise Fund activities (Electric, Water/Sewer, and Sanitation) for indirect management and administrative support given by General Fund departments. In this particular case, the allocation charge is made to the Electrical /Utility Fund and the corresponding payment is made to the General Fund. Assumptions 1. The charge to the Electric Fund for the cost of administrative services was sufficiently set to fully recover the cost of these services in Fiscal Year 1985-86 by the cost analysis performed by David M. Griffith and Assoicates. i Ii. increase in this revenue will therefore follow growth in the cost of these services after Fiscal Year 1985-86. Methods i This revenue was projected by applying the yearly average rate of growth ih contributing departmental expenditures to the level of charge set by the Griffith Study for Fiscal Year 1985-86. i CITY OF DENTON 53 . LONG RANGE FINANCIAL FORECAST r REVENUE SUMMARY 1 ~EEQENOS- I CATEGORY OTHER FUND TRANSFERS - ELECTRIC RETURN ON INVESTMENT PRO ECTED REVENUE I 1985-86 I 1986-87 I 1987-88 T 1988-899 1989-90 $1,689,280 1 51,797,053 1 $1,863,635 1 $11930,217 1 $1,996,766 1 Description Return on Investment involves the transfer of funds from the Utility System Fund to the General Fund on a discretionary basis but shall not be more than 6.0 percent of the net investment. The intent of the discretionary transfer is to reimburse the citizeney by contributing revenues to the General Fund, thereby easing the ad valorem tax burden, Assumptions 1. Return on investment for any cu; ent year will be calculated by applying the appropriate rate of re:urn to the value of the Electric Fund's net plant in service during the previous year. 2. The value of net plant in service will increase each year by 70 percent of the value of capital improvements scheduled for implementation in that year. Methods ~i This revenue was projected by the means 11,+ted -..bove. e~ sI ►i t ` 54 _ CITY OF DENTON I . I LONG RANGE FINANCIAL FORECAST REVENUE Sl I REVENUE CATEGORY OTHER FUND TRANSFERS - WATER/WASTEWATER ADMINISTRATION I PROJECTED + REVENUE 1985-86 t 198b-87 1987-88 1988-89 1989-a0 I $793 298 I $857,585 I $902 OO9 I _$946,432 $990 836 I Deacriptio~t Administrative services, charges are allocated to the Utility Fund (Water and Sewer) account in a cost allocation plan by a determined rate for indirect management and administrative support given by General Fund departments. Assumptions The miniaht a t aivet for the coat of servi es Wwas ater/Was,evaterufficiently set Fund to fully recover the cost of these services in Fiscal Year 1985-86 by the cost analysis performed by David M. Griffith and Associates. 2. Growth in this revenue will therefore follow growth in the coat of these services after Fiscal Year 1985-86. Methods This revenue was projected by applying the yearly average rate of growth I in contributing departmental expenditures to the level of charge set by the Griffith Study for Fiscal Year 1985-86. i I CITY OF DENTON 55 LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY REVENUE I w CATEGORY OTHER FUND 'TRANSFERS - WATER/WASTEWATER RETURN ON INVESTMENT '-'l'RUJECZ'6 i REVENUE 1 1985-86 1 1986-87 1 1987-88 I 1988-89 I 1989-90 I $718,427 $859,985 $933,878 $1,011,777 $1,081,667 I Description Return on Investment involves the transfer of funds from the Utility System Fund to the General Fund on a discretionary basis but shall not be more than 6.0 percent of the net investment. The intent of the discretionary transfer is to reimburse the citizenry by contributing revenues to the General Fund, thereby easing the ad valorem tax burden. Assumptions 11 Return on Investment for any current Year will be calculated by applying the appropriate rate of return to the ralue of the Water/Wastewater Fund's net plant in service during the previous year. 2. The value of net plant in service will increase each year by 70 percent of the value of capital improvements scheduled for implementation in that year. Methods This revenue was projected by the means listed above. '4 k ~I 11 t w t r CITY OF DENTON ~k f I r T-~ LONG RANGE FINANCIAL FORECAST REVENGE SUMMARY I KEVENUE CATEGORY OTHER FUND TRANSFER - SANITATION ADMINISTRATION 1 PROJECTED I REVENUE I 1985-86 I 1986-87 1 1987-88 I 1988-89 1 1989-90 F- I I $245,000 I $245,000 I $246,939 I ...$2919884 I $298,828 I Description Administrative charges for General "und personnel management and supervision are sl'ocated to Sanitation Fund and subsequent division activities. payment for r the Gtneral indirect management support and administrative Fund is support. Assumptions For the projection period, it is assumed that the Sanitation Fund will is rove its financial position such that it will be able to fully reimburse the General Fund for the cost of administration services that it receives. Methods This revenue was projected by applying the yearly average rate of growth in contributing departmental expenditures to the level of charge set by the Griffith Study for Fiscal Year 1985-86. 1 r CITY OF DENTON 57 LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY 011 1 REVENUE I_ CATEGORY OTHER FUND TRANSFER - BOND FUND I PROJECTED I I I I REVENUE I 1985-86 I 1986-87 I 1987-88 1.988-89 I 1989-90 I I 6270,000 I $275,000 I $260,000 I $287,000 I $300,000 Deacriptioa These revenues are payments to the General Fund from the Bond Fund for General Fund labor expenditures on bond-financed projects. Assumptions It is assumed that labor capitalization will continue at the same service level. Methods The City Engineer's assistance was involved in projecting the revenue numbers for this category. i rl G~ PA j i 58 CITY OF DENTCN - .-r LONG RANGE FINANCIAL FORECAST REVENUE SUMMARY - I REVENUE CATEGORY OTHER FUND TRANSFER - REVENUE SHARING PROJECTED REVENUE I 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I I $264,561 E $272,198 1 $190,143 I $108,088 $26,034 I Description These revenues derive from a reallocation of federal taxes to state and local governments. Present authorizations and appropriations expire September 30, 1986. Assumptions For the projection period, it is assumed that Federal Revtaue Sharing will continue. Methods This revenue source was projected to reflect, for the most part, gradual decreases because of the uncertainty of future funding level. I~ w CITY OF DENTON 59 r LONG RANGE FINANCIAL FORECAST r REVENUE SUhDIARY REVENUE CATEGORY INTEREST EARNED PROJECTED I REVENUE I 1985-E6 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I I $303,000 $374,046 $390,208 ( $419,370 5432,532 Description Ln accordance with state statutes, hide are received by City Council for a~ the privilege of maintaining City's ge,.,ral revenues in a particular bank account, From October 1, 1983 thru September 30, 1985 the First State Bank of Denton Is the City's Depository (designated by Council action) and the renewal of our contract with them is presently being renegotiated. City monies maintained in time deposits (certificates of deposit) are c~ negotiated by the City with any an ocated within the city limits - , allowing First State Bank first and last refusal on rate. It is the intent of the City to purchase certificates of deposit rather than purchase government securities when, for a desired maturity date, the C. D. interest rate is equivalent or higher than the market yield for the proposed security. City monies maintained in a sav_ 7ngs account are at the maximum allowed (5.25 percent) by law - annually. The City has the right to renegotiate repurchase agreements for investments leas than 30 days. First State Bank will be given first and last refusal on rate. Restrictions apply to interest revenue received from the investment of indebtness funds. When deposits in the General Fund exceed the required amounts, the City Manager and the Director of Finance may invest such temporary excess funds in legally-authorized, short-term investment instruments. °j F~ i Assumptions For the forecast period it is expected that this revenue will increase directly with the volume of cash flow. Methods To forecast this revenue category, expertise of the Finance Director was the primary source of information. He projected the percentage change for each of the years. 60 CITY OF DENTON I L ; LONG RANGE FINANCIAL FORECAST EXPENDITURE FORECAST I _ i r i i f I t i I w I i CGTY OF DENTON-.._ i I ti I 1 LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY I EXPENDITURE I CATEGORY GENERAL GOVERNMENT _ I PRO ECTED - ---r-EXPENDITURE 1985-86 I 1986-87 t,gg7_88 1988-89 I_ 152,125,161 132,485,419 I $2,612,175 $3,001,551 1 $3,1399622 I ` Description I This category consists of: General Government Administration Building Operations " Operations Analysis and Energy Management Word Processing Center Data Processing Assumptions 1. New committed coats will be incurred by the Operations Analysis/ Energy Management Division to expand the scope of the City's Productivity Program. Also, new committed costs will be incurred by General Government Administration for economic development purposes. The timing and incremental current cost of these changes will bet a. Fiscal Year 1986-87 - $253,106 f b. Fiscal Year 1981-88 - 0 c. Fiscal Year 1988-89 - 2110000 d. Fiscal Year 1989-90 - 0 2. Except as listed above, service levels will be held constant, 3. Expenditure increases will be equivalent to contemporaneous increases in the coat of goods and services in the Dallas/Ft. Worth SMSA, as recorded in the Consumer Price Index, New committed costa, however, will increase above their current coat by the compounded rate of CPI increase experienced before their incurrence. 4. Consumer Price Index projections for the Dallas/Ft. Worth SMSA by the State Comptroller's Office of Revenue estimating will prove accurate. Methods a To forecast this expenditure category, multipliers derived from CPI projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed costs were added to the estimate of appropriate years, after first Increasing the current value of the new coat by the compounded rate CPI increase experienced before their incurrence. An inverse process was used to establish future value for negative incremental costa. CITY OF DENTON 61 LONG RANGE FINANCIAL FORECAST - i EXPENDITURE SUMMARY 1 EXPENDITURE CATEGORY LEGAL 1 PROJECTED EXPENDITURE I 1985-66 1 1986-87 1 1987-8f 1 1988-89 1 1989-90 1 1 5385,978 1 $414,955 1 $434,223 I $456,802 1 $482,730 1 Description This category consists oft Legal Administration Municipal Court Assumptions 1. New committed cost will be incurred by the Legal Department due to the expected implementation of an automated legal research system. The timing sad incremental current cost of these items will bet as Fiscal Year - 1966-87 - $10,681 b. Fiscal Year - 1987-88 - (1,659) C, Fiscal Year - 1988-89 - 0 d. Fiscal Year - 1989-90 - 3,910 2. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as 4 recorded in the Regional Consumer Price Inoex. 3. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove ' accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed costa were added to the estimate of appropriate years, after first increasing the current value of the new cost by the compounded rate of CPI scresse experienced before their incurrence. An inverse process was used to establish future value for negative incremental costs. M 62 CITY OF OENTON eJ i i LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY EXPENDITURE I- I CATEGORY PERSONNEL PROJECTED ---i--- I EXPENDITURE 1985-86 1986-87 I 1987-88 1988-89 1 191 89-90 _i $314,261 3328, 409 3345 158 I $363,106 I !319,809 I Description This category solely consists of the Personnel Department. I Ass_ umptif,as 1. Service levels will be held constant. 2. No new ecmmitted coats will be incurred, 3. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index, 4. Consumer Price Index projections for the Dallas/Fort Worth SNSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. 1 11r{` i f ~ CITY OF DENTON 63 a i LONG RANGE FINANOIAL FORECAST EXPENDITURE SUIoMy I EXPENDITUR£ CATEGORY PLANNING AND COMMUNITY DEVELOPMENT 1 PROJECTED I EXPENDITURE I 1985-86 1 1986-87 I 1987-88 J 1988-89 I 1989-90 I 3335 154 1 $350 236 ~JJJJ.366,096 I $387,239 1 $405,052 Description This category consists solely of the Department of Planning and Community Development. Assumptions 1. Service levels will be held constant. 2. No new committed coats will be incurred. W 3. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. +i r~ r~ Y. 64 CITY OF DEN?ON - LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY EXPENDITURE CATEGORY FINANCE I PROJECTED 1 j °PENDITURF I 1985-86 I 1986-87 I 1987-88 1988-89 1 1989-90 I 1_51,467,597 1511551,571 1510669,537 131,777,381 1 $1,859,769 Description This category consists solely of the Finance Department, Assumptions 1. New committed costa will be incurred by the department to increase services to levels mandated by current policies. The timing and incremental current cost of these services will bet a. Fiscal Year 1986-87 - 316,500 b. Fiscal Year 1987-88 - 34,000 co Fiscal Year 1988-89 - 179500 d. Fiscal Year 1989-90 - 530 2. For the Data Processing Department, no new committed costs will incurred and service levels will be held constant, 3. Expenditure increases will be equivalent to contemporaneous increases in the coat of goods sad services in the Dallas/Fort Worth SMSA, as recorded in the Consumer Price Index. New committed costa, however, will increase above their current coat by the compounded rate of CPI Increase experienced before their incurrence, 4, Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Me t l,od s To forecast this expenditure category, multipliers derived from CPI projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed costa were added to the estimate of appropriate years after first increasing the current value of the new cost by the compounded rate of CPI increase experienced before their incurrence. An inverse process was used to establish future value for negative incremental costs. CITY OF DENTON 65 LONG RANGE FINANCIAL FORECAST _ EXPENDITURE SUMMARY - 1 EXPENDITURE CATEGORY PUBLIC WORKS 1 PROJECTED-I EXPENDITURE 1 1985-86 1 1986-87 1 1987-88 1 1988-89 1 1989-90 i _ $4,097,729 1 t4,2Ct0127 54,500,515 $4,734,542 1$5,027,745 Description This category consists oft Public Works (proper) PY Emergency Management Airport h• Assumptions 1. New committed cost will be incurred by the Public Works Department as the Department complies with its mandate to establish an Animal Control Advisory Board. The Department also anticipate additional cost due to dc.eriorating public facilities and increasing service area. The timing and incremental current cost of these items will bet as Fiscal Year - 1989-90 - $60,000 L. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 3. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Offica of Revenue Estimating will prove accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed cost was added to the estimate of the appropriate year, after first increasing the current value of the new cost by compounded rate of CPI increase experienced before their incurrence. 66 CITY OF DENTON LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY EXPENDITURE I CATEGORY POLICE PROJECTED EXPENDITURE 1 1985-86 1 1986-87 1 1987-88 1 1988-89 1 1989-90 1 $3,494,669 1$3,856,248 I $4,1141711 ( $4,4500160 1 $4,832,718 1 Description This category consists solely of the Police Department. Assumptions 1. New committed costs will be incurred by the Police Department as the Department complies with its mandate to absorb the cost of a phase-out of State Grant funding for Prevention, Narcotics and Juvenile operations. Also, maintaining current service levels in a growing city will necessitate additional personnel and patrol units. The timing and incremental current cost of these items will be: a. Fiscal Year 1986-87 - $188,000 b. Fiscal Year 1987-88 - 54,100 C. Fiscal Year 1988-89 - 1010100 d. Fiscal Year 1989-90 - 141,500 2. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Consumer Price Index. New committed costs, however, will increase above their current cost by the compounded rate of CPI increase experienced before their incurrence. 3. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. k Methods ` To forecast this expenditure category, multipliers derived from CPI projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed costs wete added to the estimate of appropriate years, after first increasing the current value of the new cost by the compounded rate of CPI increase experienced before their incurrence. CITY OF DENTON 67 1 I LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMtARY I EXPENDITURE I I CATEGORY FIRE PROJECTED II EXPENDITURE 1985-86 1986-87 1987-88 1988-89 1989-90 I I I I_ I $3,3540848 I $3,963,685 154,704,050 1 $4,762,409 I $4,748,954 I Description This category consists solely of the Fire Department. Assumptions 1. New committed coats will be incurred by the Fire Department as the Department complies with its mandate to operate a new fire substation and to maintain current service levels in a growing city. The timing and incremental current cost of these new expenidtures will bet a. Fiscal Year 1986-87 - $421,300 b. Fiscal Year 1987-88 - 471,200 c. Fiscal Year 1988-89 - (155,000) d. Fiscal Year 1989-90 - (185,000) 2. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Consumer Price Index. New committed costs, however, will increase above their current cost by the compounded rate of CPI increase experienced before their incurrence. 3. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. j Methods I To forecast this expenditure category, multipliers derived from CPI projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed costs were added to the estimate of appropriate years, after first increasing the current value of the new cost by the compounded rate of Cl'I increase experienced before their incurrence. An inverse process was coed to establish future value for negative incremental costs. 68 CITY OF DENTON 1 I _ LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY S EXPENDITURE CATEGORY PARKS AND RECREATION PROJECTED EXPENDITURE ( 1985-86 1 1986-87 1 1987-88 I 1988-89 1989-90 I I I 1 $1,622,748 ( $106950772 1 $1,782,256 1 $10874,933 1 $2,0240025 Description This category consists solely of the Parks and Recreation Department. Assumptions 1. New committed costs will be incurred by the department as the Parks and Recreation Maater Plan is implemented. The timing and 'I incremental current cost of these items will bet a. Fiscal Year 1.989-90 - $50,000 2. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods ar•,_ services in the Dallas/Fort Worth SMSA, as recorded in the Consumer Price Index. New committed costs, however, will increase above their current coat by the compounded rate of CPI increase experienced before their incurrence. 3. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods f To forecast this expenditure category, multipliers derived from CPI 111 projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committee cost was added to the estimate of the appropriate year, after first i++creasing the current value of the new cost by compounded rate of CPI increase experienced before 1 their incurrence. f . I CITY OF DENTON 69 II r LONG RANGE FINANCIAL FORECAST _ EXPENDITURE SUMMARY EXPENDITURE I CATEGORY LIBRARY PROJECTED II EXPENDITURE I 1985-86 1 1986-87 1 1987-88 1 1988-89 1 1989-90 1 I 1 I $690,995 $732,958 1 $781,761 1 034,429 1 $885,381 I Description This category consists solely of the Library. ti Assumptions 1. New committed cost will be incurred by the Library as the organization progress toward meeting the Texas Library Standards. The timing and incremental current cost of these new expenditures will be: .J a. Fiscal Year - 1986-87 - $10,000 b. Fiscal Year - 1987-88 - $10,000 c. Fiscal Year - 1988-89 - $10,000 d. Fiscal Year - 1989-90 - $10,000 2. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods aid services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 3. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods To forecast this expenditure category, multipliers derived from CPI r~ projections were applied to one year's expenditure to obtain the next year's expenditure. Additionally, new committed costs were added to the estimate of appropriate years, after first increasing the current value of the new coat by the compounded rate of CPI increase experienced before their incurrence. 70 CITY OF DENTON I N I LONG RANGE FINANCIAL FORECAST - EXPENDITURE SUMMARY EXPENDITURE I CATEGORY OTHER AGENCIES - HEALTH I PROJECTED EXPENDITURE I 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 I I $100,000 I $104,500 I $1090830 I $115,541 I $120,856 I I Description This category consists of contributions to the joint City-County Health Unit. Assumptions 4 1. Service levels will be held constant. 2. No new committed costs will be incurred. 3. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. ~ I r -1 CITY OF DENTON 71 1 LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY W EXPENDITURE I CATEGORY OTHER AGENCIES_: COMMUNITY AGENCIES 1 " I PROJECTED I EXPENDITURE I 1985-86 i 1986-87 I 1987-88 I 1988-89 1 1989-90 I .V I 3131,801 I $137,738 1 $144,763 3152,291 1 $159,292 ` Cescription M ` This category consists of contributions to: Fred Moore Day Care Denton City-County Day Care Friends of the Family Handi-Hop SPAN United Way RSVP Domino Hall Human Resources Assumptions 1. Service levels will be held constant. 2. No new committed costs will be incurred. 3. Expenditure increases will be equivalent to contemporaneous increases in the coat of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptrollers Office of Revenue Estimating will prove accurate, i Methods 1 To forecast this expenditure category, multipliers derived from CPI projections were applied annually, f 12 CITY OF DENTON d. 1 , V - LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY j EXPENDITURE j CATEGORY OTHER AGENCIES - VISITOR /CONVENTION BUREAU j PROJECTED ` EXPENDITURE 1985-86 1986-87 1 1987-88 1 1988-89 1989-90 - j 1 1138 055 j X144 267 1 3151 625 I 1159 510 1 $166 847 1 I Description This category consists of contributions to the Visitor/Convention Bureau, Assumptions 1. Expenditures will equal 49.5 percent of Hotel/Motel Tax revenue. 2. Hotel/Hotel Tax revenue will increase according to projection. Methods This projection was obtained by applying 49.5 percent to Hotel/Motel Tax revenue projections. N `I •I I 1 CITY OF DENTON 73 LONG RANGE FINANCIAL FORECAST LXPENDITURE SU1K RY I EXPII~DITURE 1 CATEGORY OTHER AGENCIES - CULTURAL CONFEDERATION { PROJECTED II EXPENDITURE I 1985-86 I 1986-87 1 1987-88 1 1988-89 1989-90 { 1 $138,055 1 $144,267 1 $151,625 1 $159,510 1 $166,847 f Description This category consists of contributions to the Cultural Confederation. f tq Assumptions 1. Expenditures will equal 49.5 percent of Hotel/Motel Tax revenue. 2, Hotel/Motel Tax revenue will increase according to projection. t' w Methods This projection was obtained by applying 49.5 percent to Hotel/Motel Tax revenue projections. i f ~ 6e I G' 1 i I I I f 1 ' 74 CITY OF OENTON i LONG RANGE FINANCIAL FORECAST _ EXPENDITM SUDMY i I CATEGrdY OTHER AGENCIES - APPRAISAL DISTRICT 1 I--rROT TED I EXEENDITURE 1 1985-86 I 1986-87 1 1987-88 I 1988-89 1 1989-90 1 I 8155,000 1 $161,975 I $170,236 1 5179,088 I $167,328_1 Description This category consists of a fee paid to the county-Wide Tax Appraisal District. Assumptioas 1. Service levels will be held constant. 2. No new committed costs will be incurred. 3. Expenditure increases will be equivalent to contemporaneous increases Consumer services Price t Indexllae/Fart Worth 5MSA, as in the cost of goods Regional and recorded in the Comptrollers projections ofr Rethe venue11Estimati Estimating prove 4. the Consumer State Price accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. i - CITY OF DENTON 75 J / I LONG RANGE FINANCIAL FUAECAST EXPENDITURE SUMMARY EXPENDITURE 1 + I CATEGORY MISCELLANEOUS EXPENSES -FINANCIAL AUDIT I PROJECTED EXPENDITURE 1985-86 ( 1986-87 I 1987-88 1 1988-89 I 1989-90 $40,000 I $41,800 I $43,932 1 546,216 I $48,342 f Description This category consists of fees paid for the yea 1T financial audit lad related studies. r.r Assumptions 1, Service levels will be held constant. 2. No new committed costs will be incurred. 3. Expenditure increases will be equivalent to contemporaaeous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Conaumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. i Methods To forecast this expenditure, multipliers derived from CPI projections .w were applied annually. rl ! f 1 I i i 76 CITY OF DENTON M I I` f h` I k LONG RANGE FINANCIAL FORECAST EXPENDITURE SUlRkRY I I 1 CATEGORY MISCELLANEOUS EXPENSES - BAD DEBT PROJECTED 4 EXPENDITURE I 1985-86 1 1986-87 1 1987-88 I 1988-89 I 1989-90 1 $1500000 1$1569750 1 $1641744 I $173,311 1 $181,283 _I Descri tion This category consists of had debt and other miscellaneous expense, Assumptions f 1. Service levels will be held constant. 2. No new committed costs will be incurred. 3. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4, Consumer will prove State rComptrolleprojections Office ofr Rethe venuelLEstimati Estimating M the accurate. h Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. 1 a - - CITY OF DENTON 77 I --------rte LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY EXPENDITURE I CATEGORY MISCELLANEOUS EXPENSES - UNEMPLOYMENT INSURANCE I EXPENDITURE 1985-86 I 1986-87 I 1907-88 I 1988-89 I 1984-90 I - I__ I $40,000 I $41,800 I _$431932 I 3460216 J $48,342 I Description This expense is the amount paid by the City for Unemployment Insurance. F, Assumptions + 1. Service levels will be held constant, 2. No new committed costa will be incurred. 3, Expenditure incresses will be equivalent to contemporaneous increases in the cost of goods and serv!%;es in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer :rice Index, 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate, Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. r .i f 78 CITY OF OENTON fLONG RANGE FINANCIAL FORECAST EXPENDITURE SU1IMARY EXPENDITURE CATEGORY MISCELLANEOUS EXPENSES - LIABILITY INSURANCE _ EXPENDITURE 1985-86 1986-87 1987-88 I 1988-89 1989-90 I $2200000 I $2290906 I $2410625 I $2540189 I $2650885 Description This expense is the amount paid by the City for Liability Insurance. Assumptions 1. Service levels will be held constant. 2. No new committed costs will be incurred. 3. Expenditure increases will be equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods To forecast this expenditure category, multipliers derived from CPI projections were applied annually. i CITY OF DENTON 79 LONG RANGE FINANCIAL FORECAST r EXPENDITURE SUi9MARY I T 1 CATEGORY MISCELLANEOUS EXPENSES - DISABILITY INSURANCE 1 PROJECTED I EXPENDITURE I 1984-85 1 1985-8 1986-87 1 1987-88 1 1988-89 -F I 1 1 I I., I 570,000 1 $73L150 1 $76,881 1 $80,878 1 $841599 Description This expense is the amount paid by the City for Disability Insurance. Ass I tioas .R 1, Service levels will be held constant. 2. No new committed coats will b9 incurred, 3, Expenditure increases will be equivalent to contemporaneous increases in the coat of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate, E Methods To forecast this expenditure category, multipliers derived ftom CPI projections were applied annually, R 1 r:. 80 - = CITY OF DENTON M f LONG RANGE FINANCIAL FORECAST W EXPENDITURE SUMMARY I CATEGORY EXPENDITURE MISCELLANEOUS EXPENSES - TRANSFERS OUT I I PROJECTED II EXPENDITURE 1 1985-86 I 1986-87 1 1987-88 I 1988-89 I 1989-90 II I $178,202 $186,221 J1950718 $205,896 $215,367 I Deacriptiou This expense item consists of contributions to the t'•eneral Project Fund for planned capital projects. Assumptions I. 1. The level of service shall remain constant for the next five (5) years and only inflationary adjustments will have to be made. 2. CPI projections for the Dallas/Fort North SMSA by the State Controller's Office of Revenue Estimating will prove accurate. Methods i To forecast this expenditure category, multipliers derived from CPI j projections were applied annually. I {j * $325,615 of the 1984-85 transfer will be funded from prior year retainage, making this year's net transfer from operating funds equivalent to $177,000. i f f a CITY OF DENTON 81 J I i LONG RANGE FINANCIAL FORECAST EXPENDITURE SUMMARY I GAY ~ CATEGORY MISCELLANEOUS EXPENSES - SALARY ADJUSTMENTS I PROJECTED EXPENDITURE 1985-86 I 1986-87 _ 1987-88 I _1988-89 } 1989-90 _I 6625,000 $653,125 I $686,494 I 5722,129 I 37551347 I F1 Description Mtl This expense consists of the coat of proposed increases in employee wages and benefits. k{ Assvnptions 11 1. The proposed increase will be adopted. 2. Service levels will be held constant. 3. The current incremental addition to wages and benefits will be increased throughout the projection period at a rate equivalent to contemporaneous increases in the cost of goods and services in the Dallas/Fort Worth SMSA, as recorded in the Regional Consumer Price Index. 4. Consumer Price Index projections for the Dallas/Fort Worth SMSA by the State Comptroller's Office of Revenue Estimating will prove accurate. Methods To forecast this item, multipliers derived from CPI projections were applied annually. 82 CITY OF DEN1ON f i LONG RANGE FINANCIAL FORECAST EXPENDITURE SUIOMY EXPENDITURE CATEGORY MISCELLANEOUS EXPENSES - CONTINGENCY RESERVE I EXPENDITURE I 1985-86 I 1986-87 I 1987-88 I 1988-89 I 1989-90 _ h I I $50,000 I $50,000 I $50,000 I $50,000_ I $50,000 I Description This expense item consists of revenues set aside to provide for unexpected expenditures, N Assumptions 1. Priposed expenditure levels will be appropriated. 2. The above amount will be sufficient to cover unplanned expenses during the projection period. Methods The proposed funding level for the item in Fiscal Year 1985-86 was carried forward throughout the forecast. Ir i I 3 CITY OF DENTON 83 I END OF i r FILE l