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Purchase of Services Fiscal Year 2025 Budget Presentation Copyrighted March 28, 2024 City of Dubuque Public Hearings # 02. Special Meeting ITEM TITLE: Purchase of Services Fiscal Year 2025 Budget Presentation SUMMARY: SUGGESTED DISPOSITION: ATTACHMENTS: Description Type Policy Budget Book Supporting Documentation Presentation_Uploaded 3.28.24 Supporting Documentation HOW TO USE THIS POLICY BUDGET DOCUMENT PURPOSE The Policy Budget defines goals and objectives for all City departments and activities, relates them to cost and resource requirements and attempts to establish measures for evaluating accomplishment. Specific improvement packages are developed and included in the Policy Budget for alternative funding and service levels. The Policy Budget document shows the budget by line item for each Department and provides a basis for fiscal control once the budget is adopted. The Policy Budget emphasizes objectives, accomplishments, and alternative funding and service levels and is intended to keep the attention of the City Council and public on the major policy decisions involving what services the City government will provide, who will pay for them, and the implications of such decisions. FORMAT The Policy Budget is organized by Department/Division and provides detail for all activities that make up each Department/Division. Each Department/Division tab includes the following information: 1) Department/Division Financial Summary: The budget highlights portion of the Department Summary reflects total expenses for the maintenance level budget (cost to continue at the same level of service) and approved improvement packages for all activities within the Department by expenditure category (employee expense, supplies and services, machinery and equipment, and debt service), and the funding sources that pay those expenses. The property tax portion of the funding is reflected, noting the increase or decrease from the prior years adopted budget. For Departments which are self supporting (i.e. Water, Water Resources & Recovery Center, Refuse and Salt Operations (part of Public Works), Media Service, Transit, Parking, Stormwater (part of Engineering)), the net operating surplus/deficit is reflected, noting the increase or decrease in the fund from the prior years adopted budget. This summary displays all Improvement Packages submitted by Department/Division Managers, with a notation of whether they were recommended by the City Manager, and then approved by the City Council. Those noted with a `YES' were added to the maintenance level budget and are reflected in the Department Funding Summary and those noted with a `NO' were not approved. And finally, this summary explains significant line item detail by expenditure category, notable revenue changes, and miscellaneous information regarding the maintenance level budget. These are the review notes prior to adding any improvement packages. 2) Memo Addressing Budget Issue (optional): If there is an important budget issue that needs further explanation, a memo will be provided. 3) Department's Organizational Chart (optional): Shows how a Department is structured. Usually included for larger more complex Departments. -i- 4) Department/Division's Highlights of Prior Year's Accomplishments and Future Initiatives: This is a written narrative that highlights the Department's prior year accomplishments and what Departments plan on accomplishing in the near future. 5) Department/Division's Goals and Performance Measures by Activity: This is a written activity statement and a matrix for each activity which includes activity objectives, relationship to City Council Goals & Priorities, and key performance indicators (KPIs). Performance measures are included for each activity to evaluate activities and ensure that the approved levels of funding yield the expected results. Icons for each KPI visually indicate how well an objective is doing and represent the following: Goal Met Goal in Progress Goal Not Met The goal has not This goal has not This goal has been been met but is been met and is not met. showing signs of currently showing improvement. signs of progress. 6) Recommended Operating Revenue Budget by Department/Division: This report reflects line item revenue detail at the Department/Division level (combines all activities for each line by fund). Two years actual revenues, prior year adopted revenues and the recommended revenue for the new budget year are reflected. 7) Recommended Operating Expenditure Budget by Department/Division: This report reflects line item expenditure detail at the Department/Division level (combines all activities for each line by fund). Expenses are grouped by category (employee expense, supplies and services, machinery and equipment, debt service, and transfers) and displays two years actual expenses, prior year adopted expenses and the recommended expense for the new budget year. 8) Recommended Operating Expenditure Budget by Activity and Funding Source: This report reflects expenses grouped by category (employee expense, supplies and services, machinery and equipment, debt service, and transfers) for each activity within the Department/ Division, and displays two years actual expenses, prior year adopted expenses and the recommended expense for the new budget year. 9) Personnel Complement at Department/Division and Activity Level: These reports reflect positions budgeted at the Department/Division level and the Activity level, by funding source. Total Full Time Equivalents (FTE) and wages with longevity expense are shown for each position for two years prior year adopted FTE and expenses, and the recommended FTE and related expense for the new budget year. 10) Capital Improvement Projects by Department/Division: This report lists all Capital Improvement Project totals for two years actual expenses, prior year adopted expenses and the recommended expense for the new budget year. 11) Five Year Capital Improvement Program Summary by Department/Division: This report lists all Capital Improvement Projects budgeted in the new budget year and planned for the next four years. Reference: Key Terms for Understanding Dubuque's Budget, Budget Glossary Budget Overview and Budget and Fiscal Policy Guidelines located in Citizen's Guide -ii- Purchase of Services -3- This page intentionally left blank. -4- DEPARTMENT/DIVISION: Purchase Of Services RESPONSIBILITY: Alexis Steger, Housing & Community Development Director Purchase of services activities are those services that the City feels fit the goals and priorities of the City and are not required to be provided or would not be provided in the normal course of City business. In Fiscal Year 2014, an application process was implemented for the funding of purchase of service agencies. The FY 2025 budget recommends an allocation of$100,000 in General Fund and $0 in Community Development Block Funds for a total of$100,000 to fulfill some of the recommendations of the Community Development Advisory Commission. The recommendation of the Community Development Advisory Commission will be made to City Council after the FY 2025 budget is adopted on April 11, 2024. The following purchase of service agencies have received funding in the past: Agency FY 2024 Funding Source Convivium Urban Farmstead $25,000 General Fund Presentation Lantern Center $25,000 General Fund Dubuque Dream Center $25,000 General Fund Friends of Fair Housing $17,080 General Fund Crescent Community Health Center $7,920 General Fund Total $100,000 Contracted services are services that the City would have within its organization regardless of who provides the service. Contracted services in many cases leverage other resources that would not normally be available to the City.An example is the Dubuque Humane Society which provides a heightened level of service for animal control over what the City would provide for animals. The following agencies have received or are being recommended to receive funding as contracted services within other departments: -5- Agency Department Funding FY 2024 FY 2025 Source Community Foundation of Greater Dubuque - Project HOPE Economic Development $85,000 $85,000 General Fund Community Foundation of Greater Dubuque - Inclusive Dubuque Economic Development $75,000 $75,000 General Fund Crescent Community Health Center- Operating Health Services $50,000 $50,000 General Fund Travel Dubuque Economic Development $1,446,631 $1,617,272 General Fund Dubuque Area Labor Management Council Economic Development $35,000 $35,000 General Fund Dubuque Dream Center Economic Development $63,000 $63,000 General Fund Dubuque Main Street Economic Development $96,211 $96,211 General Fund Dubuque Winter Farmers Market Economic Development $15,000 $15,000 General Fund DuRide Transit $65,000 $30,000 General Fund ECIA Membership Dues Planning $35,204 $36,397 General Fund ECIA Prosperity lowa Economic Development $5,085 $5,085 General Fund ECIA Transportation Planning Engineering $30,650 $25,000 General Fund Fountain of Youth Economic Development $63,000 $63,000 General Fund Four Mounds HEART Program Housing $10,000 $10,000 General Fund Greater Dubuque Development Corporation - Retail Expansion/Marketing/ Workforce Economic Development $704,135 $704,135 Land Sales Greater Dubuque Development Corporation - Director of Sustainable Innovation Economic Development $105,500 $105,500 General Fund Greater Dubuque Development Corporation - True North Economic Development $26,500 $26,500 GDTIF Hills & Dales: Senior Center Recreation $25,000 $25,000 General Fund Humane Society Health Services $175,932 $177,887 General Fund Hawkeye Area Community Action Housing $83,000 $83,000 General Fund Total $ 3,194,848 $ 3,327,987 -6- PURCHASE OF SERVICE Purchase of services activities are those services that the City feels fit the goals and priorities of the City and are not required to be provided or would not be provided in the normal course of City business. In Fiscal Year 2014, an application process was implemented for the funding of purchase of service agencies. Resources and Property Tax Support 200,000 100,000 $100,000 $100,000 $82,574 $— $— $— 0 CDBG Charges Property Tax Support � FY 2023 FY 2024 FY 2025 Purchase of Services is supported by no full-time equivalent employees. Pay to other agencies accounts for 100% of the department expense as seen below. Overall, the departments' expenses are expected to unchange by 0.00% in FY 2025 compared to FY 2024. Expenditures by Category by Fiscal Year $82,574 Pay to Other Agency $100,000 $100,000 $0 $25,000 $50,000 $75,000 $100,000 $125,000 $150,000 $175,000 � FY 2023 FY 2024 FY 2025 -7- Recommended Operating Expenditure Budget - Department Total 79-PURCHASE OF SERVICES FY22 Actual FY23 Actual FY24 Adoptcd FY 25 Rccomm'd Fund/Account/Accouut Title Expense Expense Budget Budget 6E-Contractual Svcs 100-General 64130-Payments to Other Agencies 139,389 82,574 100,000 100,000 180-Community Development 64130-Paymcnts to Othcr Agcncics 54,774 0 0 0 6E-Contractual Svcs Total 194,163 82,574 100,000 100,000 PURCHASE OF SERVICES-Total 194,163 82,574 100,000 100,000 -$- Recommended Expenditure Budget Report by Activity & Funding Source 79-PURCHASE OF SERVICES FY25 Recomm'd Fund/Activity FY23 Actual Expense FY24 Adopted Budget Budget 7901- Purchase of Services 100-General 6F,-Contractual Svcs 82,574 100,000 100,000 180-Community Development 6E-Contractual Svcs 7901- Purchase of Services Total 82,574 100,000 100,000 : z z PURCHASE OF SERVICES TOTAL 82,574 100,000 100,000 -9- This page intentionally left blank. -10- • � • � � I � 1 � 1 i � � � � � Partnering with Non-Profits to Further City Council Goals & Priorities Purchase of Services The Purchase o f Services program is one o f three types o f investments within the FY 2025 budget that are designed to invest in community partners who are contributing towards the City Council's goals. . � . . . � � � • � . Partnership for a better Dubuque: Building our community that is viable, livable, and equitable. $365,210 Arts & Culture, Sustainable Dubuque & Neighborhood Grants $3,327,987 Contracted Services $100,000 Purchase of Service Grants • � . . � . ` + � � ' + � Ar�s� Purch�se of IV�i�hb�rh��cl � ��r�i��� ���ff �u��air�abili�}��rar�t S�aff H�rr��r� Fii�ht� �������Fin�n�� Dir����r Dir����r PU RCHASE OF SERVICES ■ ■ • Activities which fit City goals + priorities that would not be provided in the normal course of City Business • Funding: budget process + annual grant competition • Applications reviewed by Community Development Advisory Commission & approved by City Council ELIGIBLE APPLICANTS INELIGIBLE COSTS PURPOSE • Non-profit organizations • Capital improvement or • Support human service providing year-round human building renovations programs in the City that resource programs support City goals, • Purchasing equipment objectives, and priorities • Faith-based organizations • Retirement of debt • Deliver services that are not • Organization's mission is required or would not be consistent with City goals & • Inherently religious, political, provided in the normal priorities or lobbying activities course of City business. • Services must be delivered in . General fundraising the City of Dubuque • Organizational dues or • Benefit low & moderate- memberships income populations � � SERVICE DELIVERY TRAI N I NG • Activities must be delivered within • Grant workshops (Spring) the City of Dubuque • Applicants encouraged to attend • Primarily benefit low & moderate- APPLY ONLINE income households • www.cityofdubuque.org/CDBG • Click "Purchase of Services Grant • Activities benefit low & moderate- Application" income service areas REPORT PROGRESS ONLINE • Place-based + person-based • Quarterly Reporting is required, programs including income and demographic information • Places with potential to increase opportunity for residents � • � • . . • - � , � _ Crescent Community Health � � _ — $ 10,000 Center $25,000 Four Mounds ', � : � � � $ 10,000 Fou r Oa ks $ 12,000 Multicultural Family Center �, � . � _ _ � � _ - $25,000 Riverview Center - � = � $ 10,080 Almost Home $25,000 St. Mark Youth Enrichment $117,080 1 ' ' � • ' : � • $100,000 General Fund • $0 Community Development Block Grant �CDBG� TOTAL: $100,000 � / / � . � � � � � � � � � / . . � . Sustainable Dubuque Community Grants: $45,000 �CMO Budget� Neighborhood Grants: $24,560 �CMO Budget� Arts & Culture Grants: $295,650 �ED Budget� • $250,000 �Operating) + $45,650 �Special Projects� TOTAL ARTS, N EIGH BORHOOD, SUSTAI NABI LITY GRANTS = 365,210 � / / � . � � • ' � , � � �or��rac��� S'�r►�rc�� ar� ��r�rc�� ��rat �h� �rt�r v�ro�r�� ha►�� v�rr��rrr� r�� orgarrr�atror� r�gard���� o f v�rho �rovr��� ��r� s�rvrce. Cor��ra��ed �ervrc�s rr� marry case� �everc�ge ���rer resource� ��ra� w�u�d r�o� r�orma��y 6e avar�ab�� �o ��re Crt�r • ' • • . . . • ' . � - • . ' � Community Foundation of Greater Dubuque - Project HOPE Economic Development $85,000 Community Foundation of Greater Dubuque - Inclusive Dubuque Economic Development $75,000 Crescent Community Health Center - Operating Health Services $50,000 Travel Dubuque Economic Development $1 ,617,272 Dubuque Area Labor Management Council Economic Development $35,000 Dubuque Dream Center Economic Development $63,000 Dubuque Main Street Economic Development $96,211 Dubuque Winter Farms Market Economic Development $15,000 DuRide Transit $30,000 ECIA Membership Dues Planning $36,397 ECIA Prosperity lowa Economic Development $5,085 ECIA Transportation Planning Engineering $25,000 � / / � . � � • ' � , � � • ' • • • . . • ' . � - � . ' • Fountain of Youth Economic Development $63,000 Four Mounds HEART Program Housing $10,000 Greater Dubuque Development Corporation - Retail Expansion/Marketing/Workforce Economic Development $704,135 Greater Dubuque Development Corporation - Director of Sustainable Innovation Economic Development $105,500 Greater Dubuque Development orporation - True North Economic Development $26,500 Hills & Dales: Senior Center Recreation $25,000 Humane Society Health Services $177,887 Hawkeye Area Community Action Housing $83,000 TOTAL CONTRACTED SERVICES I NVESTM ENT = $3,327,987 www.cityofdubuque.org/1681/Purchase-of-Service-Grant-Application