2002 BUDGET REPORT

1
2002 BUDGET REPORT

• Presented to General Committee
• March 18, 2002

2
What was Accomplished in 2001

• More Police and Fire Staff
• Major road works
• Improvements to winter maintenance (response
  times for residential road and sidewalk snow
  removal)
• Enhanced transit service increased routes and
  service availability
• Increased road rehabilitation program
• Increased parks maintenance
• Improvements to water systems

3
2001 Operating Budget Surplus

• As a result of the Citys total budget management
  
• initiatives and increased revenues in a variety
  of
• areas, the City of Barrie had a planned Operating
  Budget
• surplus in 2001
• 1.6 million of the surplus funds were
  transferred to a parks reserve for the purchase
  of property at Little Lake in 2002
• The remaining surplus of 1.4 million (after the
  budgeted surplus of 414,000) was transferred to
  reserves, to sustain the Citys reserves for use
  in 2002 and future years.

4
Overview of Proposed Budget

• The 2002 proposed overall budget reflects a 4.96
  tax increase
• The budget proposed is a right sized budget, it
  is conservative and deemed to be a best fit for
  the community
• On a property assessed at 150,000, the municipal
  portion of the tax bill would be 1663.82 (an
  increase of 82.19 annually or 1.58/week)

5
Major Budget Influences

• Maintaining 2001 service levels (HR costs)
• Road system capacity and maintenance
• Transit services upgrades
• Maintenance of increased level of winter control
  service
• Water quality improvements
• Improved parks maintenance
• Regulatory requirements are higher
• Local service realignment costs are increasing
• Growth continues to be a factor

6
Proposed Projects and Service Initiatives

• The proposed projects and service initiatives
  have been
• developed using the Community Goals as defined in
  
• the Discussion Paper, Vision 2002-2022
• Community Safety and Security
• Maintenance and Enhancement of Barries Lifestyle
• Customer Service Excellence/Responsible
  Governance
• A Clean and Healthy Environment and Waterfront
  Excellence
• Promotion for Economic Development

7
Proposed Projects and Service Initiatives for 2002

• Community Safety and Security

• 10 additional police officers and 6 civilians
• Enhances the Health Protection Service (Health
  Unit)
• 8 Firefighting Staff (4 Firefighters and 4
  Platoon Chiefs) to staff Fire Station 4 with a
  full complement of 20 Firefighters

• Improved customer service in the area of fire
  prevention, training and education
• Improved capabilities for response to situations
  involving hazardous materials, confined space and
  technical rope rescue
• Improved public and fire fighter safety and
  avoids liability exposure through compliance with
  fire industry standards

8
Proposed Projects and Service Initiatives for
2002 (continued)

• Maintenance and Enhancement of Barries Lifestyle
• Adds and improves facilities
• East Bayfield Community Centre ice pads,
• Centennial washrooms replaced, family
• change room at Allandale Rec. Centre, etc.
• Highway 26 road improvements Sports Park
• More recreational programming opportunities for
  all ages
• Sesquicentennial funding
• 8 Lifestyle Staff (6 Arena Operators, 1 Facility
  Manager and 1 Seniors Recreation Programmer -
  East Bayfield Community Centre)

• Develops and maintains parkland and trails
• Redevelopment of existing parks (i.e. Tyndale,
  MacMorrison and Redfern Parks) and 6 new
  neighbourhood parks (ie. Bear creek Park II,
  Oates Lane and Cummings Parks)
• New community park East Bayfield Community Park
  and initiation of the Innishore Community Park
• Trail system work on North Shore and Trans Canada
  Trails
• 45 additional acres of parkland to be maintained

9
Proposed 2002 Parks Projects
10
Additions/Improvements to Facilities
Replaces Centennial washrooms
East Bayfield Community Centre
11
Proposed Projects and Service Initiatives for
2002 (continued)

• Customer Service Excellence
• Adds Client Service Centre at City Hall to
• better serve ratepayers (including
• extended hours)
• Additional library staffing to accommodate
• Sunday opening and 10 increase in
• library usage
• Website and telephone system improvements
• Facility improvements at City Hall
• 9 Customer Services staff (2 Human Resources
  staff, 3 Commissioners, 1 Computer Operator, 1
  Supervisor of Revenue and Taxation, 1
  Communications Clerk and 1 PC Support
  Technician)

12
Proposed Projects and Service Initiatives for
2002 (continued)

• A Clean and Healthy Environment and Waterfront
• Excellence
• Builds capital reserves for conservation
• authorities
• Continued upgrading of the marina
• and waterfront (Marina Phase II and
• III bulkhead, electrical, boardwalk)
• Purchase of Little Lake parkland
• Construction of receiving facility at Landfill
• 2 Environmental Services staff
• Promotion for Economic Development
• Increased promotion of the City of Barrie from a
  visitor and physician recruitment perspective

13
Proposed Projects and Service Initiatives for
2002 (continued)

• Planning for our Future
• Holly Community Centre design proposed for 2002
  with construction to occur in 2003
• Uses sewer rate for virtually all sanitary
  planning, construction and treatment initiatives
  (including operation and maintenance costs)
• Major Road Works

• Bayfield Street from Ross to Rose
• Yonge Street from Minets Point to Big
• Bay Point
• Essa Road from Ardagh to Ferndale

• Maintains improved level of service (plowing of
  residential streets and sidewalks) as established
  by Council in 2001 and over a larger road system
• Maintains enhanced transit service as established
  by Council in 2001
• Adds new transit buses to replace an aging fleet
• 7 Planning for the Future staff (2 Project
  Engineers, 1 Plans Examiner, 2 Building
  Inspection staff, 1 Financial Analyst and 1 Real
  Estate Services Agent)

14
Proposed 2002 Construction Projects

15
Recommended but Not Included

• Safety and Security
• Nil
• Maintenance and Enhancement of Barries Lifestyle
• Funding for RVH Redevelopment and Young Peoples
  Centre
• 1 Youth Recreation Programmer
• Customer Service Excellence
• Radio communications system upgrade and Council
  Chambers/meeting room upgrades
• 7 Customer Services staff (1 Human Resources
  Officer, 1 PT Secretary, 1 Custodian, 3 Executive
  Assistants and 1 IT Manager)
• Planning for our Future
• Audible pedestrian signals at major
  intersections, 2 proposed transit routes, various
  traffic lights (Bayfield Hanmer, Ardagh
  Hawkins, etc.), road rehabilitation (i.e. Anne St
  N Bayfield Streets) and road development
  projects (i.e. Hanmer Street)
• 8 Planning for the Future staff (1 Sen. Permit
  Coordinator, 1 Planning Tech., 1 Transit Tech., 1
  Inter. Project Tech., 1 Design Tech., 1
  Sen.Tech., 1 Op. Supervisor and 1 ICI/Consumption
  Audit Coordinator)
• A Clean and Healthy Environment and Waterfront
  Excellence
• 1 Environmental Investigation and Response
  Supervisor
• Promotion for Economic Development
• 1 Economic Development Officer

16
Gross Expenditure Comparison
Note In 2000, the City took over POA and Water
Services
17
What are Sources of Funding for the 2002
Municipal Budget?
2002 Gross Revenues 204,424,556
18
2002 Gross Spending
2002 Gross Expenditure 204,424,556
19
Gross versus Net Expenditures

• The difference between Gross and Net
• Expenditures is as follows
• Gross Expenditures are all expenses including
  internal transfers and items that are recoverable
  from other sources of funding such as sewer and
  water rates, development charges, etc.
• Net Expenditures are those items which are spent
  from municipal tax dollars only (taxation
  represents 42 of gross revenues)

20
City Expenditures

• City Department expenditures account for 58.05
  of the 2002
• Municipal Operating Budget
• Amount Increase of 2002
• Budget
• General Government 14,011,393 2.75 15.81
• Fire and Emergency 8,299,146 12.33 9.37
• Grants 652,151 - 3.50 0.74
• Transit 2,988731 15.51 3.37
• Environment 6,071,867 3.49 6.85
• Roadways 12,074,687 21.75 13.63
• Parks and Rec. 3,999,519 10.26 4.51
• Other 3,340,110 10.61 3.77
• TOTAL 51,437,604 58.05

21
Expenditures by Service Partners

• Payments to Outside Agencies account for 41.95
  of the 2002
• Municipal Operating Budget
• Amount Increase of 2002
• Budget
• Barrie Police 17,720,657 14.91 20.00
• Barrie Library 2,238,213 7.94 2.54
• Conservation Authorities 394,096 71.55
  0.17
• County Social Family Services 15,360,000
  6.15 16.77
• County Health Unit 1,461,309 15.95 1.35
• TOTAL 37,174,275 41.95

22
How Has Barrie Performed
CPI versus Tax Increase Comparison
23
Comparative Taxes for Standard Two Storey House
Cambridge, St. Catharines, Richmond Hill, and
Vaughan all have an upper tier (with additional
tax dollars for the regional level) to provide
services that are provided by our single tier
24
Comparison of Staffing LevelsFull Time
Equivalents
Average Category II
Average Category I
Barrie
Adjusted for Equivalent Comparison (excludes
Police, Library, Transit, Non-Profit Housing,
Social Services and Homes for the Aged)
25
2001 Comparison of Community Staff
Levels/Population
Source 2001 Gazda, Houlne Associates 2001
Management Comparison Study Adjusted for
equivalent comparison (i.e. excludes Police,
Library, Non-Profit Housing, Social Services,
Homes for the Aged and Transit Operators)
Cambridge, St. Catharines, Burlington, Richmond
Hill, Oakville, and Oshawa all have an upper
tier (with additional staff) to provide services
that are provided by our single tier
26
Historical Trends - Population and Staffing Levels
27
Historical Trends Number of Full Time
Employees/1000 Residents
Reduced Customer Service Levels
28
Historical Trends Payroll Budget as a of
Total Gross Operating Budget (prior to amendments
Gross Operating of 204,195,735)
29
How is the 2002 Municipal Tax Dollar Spent
2002 Net Expenditure 88,681,443
30
How does the 2002 Municipal Budget Impact
residents?

• Based on the proposed 2002 budget, a
  fully-serviced property with an assessment of
  150,000 will receive the following services for
  the 1,746.09 municipal portion of the tax bill
• Police Services 348.92 Library
  Services 44.07
• Roads Const. Maintenance 236.32 Land
  Ambulance 35.79
• General Government-support 186.81
  Recycling 33.22
• Social Services 178.87 Health Unit 28.77
• Fire Emergency Services 163.41 Waste
  Disposal 27.11
• Social Housing 85.81 Storm Sewer Systems
  27.10
• General Government overhead 75.06
  Planning Economic
• Parks Recreation Services 68.69
  Development 26.32
• Transit 58.85 Other 72.61
• Winter Control 48.36
• The education portion of the tax bill has not yet
  been finalized by the Province. The education
  portion would be in addition to the 1,746.09
  above.