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Minutes - City Council - 10/20/2014 (2)
CITY COUNCIL 20 OCTOBER 2014 The South Burlington City Council held a regular meeting on Monday, 20 October 2014, at 6:30 p.m., in the Conference Room, City Hall, 575 Dorset Street. MEMBERS PRESENT: P. Nowak, Chair; H. Riehle, C. Shaw, M. Emery ALSO PRESENT: K. Dorn, City Manager; T. Hubbard, Deputy City Manager; Baker, Chittenden County Regional Planning Commission; L. Michaels, K. Epstein, D. Cummings, T. Ryan, R. Greco, S. Fahim, E. Tufano, M. Gruppi, other residents of 16 Harbor View Road 1. Agenda Review: Additions, deletions, or changes in order of agenda items: No changes were made to the Agenda. 2. Comments & Questions from the public not related to the Agenda: Ms. Tufano and Ms. Gruppi addressed the Council on behalf of residents of 16 Harbor View Road. They are concerned with a safety issue as they pull out of the residence onto the road. Because of the curve in the road and the hill, the visibility is not good, and other drivers come up the hill too fast. They suggested prohibiting on-street parking to allow for a clear view of the road and also possible speed bumps, signage and/or painted lines on the road. Mr. Ryan addressed the Council on the issue of the penalty for late filing of the homestead declaration. Ms. Nowak noted that state legislation allowed the Council to reduce the automatic 8% penalty to 2%. Mr. Shaw added that it wasn’t in the Council’s power to refund money people had already paid as a penalty because that money does not come to the city. Mr. Ryan said the state was charging only $15.00. He felt 2% was still way out of line. Mr. Ryan also felt that 8% penalty per quarter was too high for late filing of taxes when some towns charge only 8% at the end of the year. Ms. Greco asked that public comment regarding the City Center sewer allocation be included the next time this issue is heard by the Council. 3. Announcements and City Manager’s Report: Mr. Dorn: About 20 more communities have signed onto the same property tax resolution that the City Council passed, and at least 10 more have it on their agendas. Work is progressing on the Master Planning charge, task force, etc. A couple of community-based organizations are interested in leasing the Wheeler building. It is important to have someone in there in the winter. The tenants would pay utility costs. Council members reported on meetings and events they had attended. 4. Consent Agenda: a. Sign Disbursement b. Approve Minutes for 6 October Council meeting c. Accept Quarry Hill Road as a City street Mr. Shaw noted a correction to the spelling of a speaker’s name to Ms. Damm. Ms. Emery moved to approve the Consent Agenda with the above correction. Ms. Riehle seconded. Motion passed unanimously. 5. September Financial Report: Mr. Hubbard noted that revenues from both fire inspection and building and sign permits are up. Overtime for Police and Fire continues to be high. The hope is that Fire Department overtime will level off with the hiring of the new swing person. The Police Department has just graduated one person from the Academy and two more will finish up in the spring. Enterprise funds are in good shape. The cost for stormwater improvements at City Hall was $227,000. 6. Report from Chittenden County Regional Planning Commission: Mr. Baker reviewed the history of the CCRPC. He thanked the city for the representative it sense to their Board. He also provided a brief review of funding. Mr. Baker then directed attention to a list of local projects that have gone through the CCRPC and also some regional projects. He noted that the Exit 14 project is almost done for this year. Federal funding requires a “public participation plan,” and Mr. Baker said CCRPC is getting mor organized for this. Mr. Baker noted that as part of the contract with the Agency of Commerce, they were asked to discuss with communities expenses/purchases whose costs might be shared. There will be a questionnaire on this in the near future. CCRPC is working on river maps to deal with the issue of erosion. They will be encouraging municipalities to adhere to these maps. CCRPC will also be trying something new to engage with legislators at a legislative breakfast. Ms. Riehle asked if there has been any conversation about dealing with ebola. Mr. Baker said there has not. There is an emergency management planner, and the Department of Health is the lead on that. CCRPC can do outreach, if asked. Ms. Nowak thanked Mr. Baker for the project planning grants it they have provided for the city. Mr. Dorn noted that his team works almost daily with CCRPC, and he thanked them for the “collaborative tone.” Mr. Baker said the staff is great to work with. 7. Georgetown University Energy Prize Program Plan: Mr. Cummings said the goal of the plan is to promote: conservation, energy efficiency, and the use of renewable energy, which is exactly what the Georgetown prize wants to accomplish. He stressed that it is up to the whole city to win the prize. Mr. Cummings then outlined the structure for the program, including “champions” for each program area, team leaders for specific program, a volunteer coordinator, fundraising coordinator, and treasurer. He explained that the most important criteria for the prize is competition performance; other criteria include innovation, potential for replication, and likely future performance. There are 8 program areas: 1) overall awareness (outreach, marketing, education); 2) reducing residential electricity use; 3) reducing residential natural gas use; 4) reducing municipal electricity and natural gas use; 5) schools; 6) municipal planning & energy efficiency; 7) municipal photovoltaic generation; 8) residential photovoltaic generation. The next steps will include final details, recruitment of more volunteers and project leaders, beginning to implement projects, updating the Comprehensive Plan and Land Development Regulations, encouraging energy-smart habits, etc. Ms. Riehle asked what the Council can do to support this application. Mr. Cummings asked that the Council approve the plan and continue with its energy efficiency projects (LED lights, HVAC upgrades, etc.). Ms. Nowak asked how they would engage renters. Mr. Cummings said that is a challenging area, but they have started talking with one large landlord as to how the program could help him. He added that the real question is how to make the building of buildings more energy efficient and to make people interested in doing this. Ms. Riehle moved to approve the submission as presented with the understanding that there will be some typographical corrections and one addition. Ms. Emery seconded. Motion passed unanimously. Mr. Epstein asked for 10 minutes or so on Council agendas once a month. Members were OK with this. 8. Interview Applicants for South Burlington Boards, Commissions and Committees: The Council interviewed Shima Fahim for appointment to the Development Review Board. 9. Convene as the South Burlington Liquor Control Board to approve the following: a. Special Event Permit: Whistle Pig Whiskey (Sheraton, 5 November 2014): Ms. Riehle moved that the Council convene as Liquor Control Board. Ms. Emery seconded. Motion passed unanimously. Ms. Riehle moved to approve the Special Event Permit for Whistle Pig Whiskey at the Sheraton on 5 November 2014 as presented. Ms. Emery seconded. Motion passed unanimously. 10. Act as Liquor Control Board to Consider and Possibly Approve a Resolution Authorizing the City Manager to Review and Approve DLC Request to Cater Permits: Mr. Dorn explained that sometimes the requests come in at the last minute for an event before the next City Council meeting (this could involve catering for a funeral, for example). It is a “customer service thing.” The application would still get the same review from fire, police, etc. The Resolution would just allow the City Manager to give an approval. Ms. Emery moved to approve the Resolution authorizing the City Manager to review and approve DLC Request to Cater permits. Ms. Riehle seconded. Motion passed unanimously. Ms. Riehle then moved to reconvene as City Council. Mr. Shaw seconded. Motion passed unanimously. 11. Other Business: No issues were raised. 12. Possible Executive Session to Consider Appointment to fill the open seat on the South Burlington City Council and other City Boards, Commissions and Committees: Members agreed to consider in open session the questions to be asked of a potential candidate for the City Council seat. They then reviewed the list of potential questions submitted by members. The final agreed upon list of question areas was as follows: 1. Interest 2. Time to devote to the position 3. Agreement not to run for the position in the March election 4. What the candidate feels the major issues are 5. Any conflict of interest 6. Candidate’s assessment of his/her strengths 7. Familiarity with budgeting 8. Familiarity with basic information regarding Airport issues 9. Knowledge of how the City Council functions 10. Familiarity with form based codes 11. Familiarity with energy issues 12. Familiarity with affordable housing issues Mr. Shaw then moved that the Council meet in executive session to discuss appointments to the City Council and other City Boards, Commissions and Committees, premature disclosure of which could put the city at a disadvantage. Further that the City Manager and Deputy City Manager be invited to attend the executive session, and that the only business to follow the executive session will be to adjourn the meeting. Ms. Riehle seconded. Motion passed unanimously. , Clerk Published by ClerkBase ©2019 by Clerkbase. No Claim to Original Government Works. South Burlington Water Dept. Accounts Payable Check Register Date: 10/21/14 Date Check No. Paid To Memo Amount Paid 10/21/2014 2640 Randy Adams 3.13 Date Voucher Number Reference Voucher Total Amount Paid 10/9/2014 VI-13499 REFUND 3.13 3.13 10/21/2014 2641 All Seasons Excavating 6,628.35 Date Voucher Number Reference Voucher Total Amount Paid 9/29/2014 VI-13497 28272 6,628.35 6,628.35 10/21/2014 2642 Champlain Water District 49,370.27 Date Voucher Number Reference Voucher Total Amount Paid 9/30/2014 VI-13493 SBWD-294 49,370.27 49,370.27 10/21/2014 2643 Champlain Water District 106,446.72 Date Voucher Number Reference Voucher Total Amount Paid 9/30/2014 VI-13494 SBWD-285 62.63 62.63 9/30/2014 VI-13495 SEPT CONSUMPTION 106,384.09 106,384.09 10/21/2014 2644 E.J. Prescott, Inc. 2,986.47 Date Voucher Number Reference Voucher Total Amount Paid 9/26/2014 VI-13491 4861744 58.85 58.85 9/25/2014 VI-13492 4861212 2,927.62 2,927.62 10/21/2014 2645 Ferguson Waterworks #590 177.65 Date Voucher Number Reference Voucher Total Amount Paid 10/6/2014 VI-13503 0368547 177.65 177.65 10/21/2014 2646 Robert Payson 88.10 Date Voucher Number Reference Voucher Total Amount Paid 10/8/2014 VI-13500 REFUND 88.10 88.10 10/21/2014 2647 City Of South Burlington 1,271.73 Date Voucher Number Reference Voucher Total Amount Paid 10/7/2014 VI-13490 ADD'L SEPT STORMWATER 1,271.73 1,271.73 10/21/2014 2648 Harold Skorstad 280.21 Date Voucher Number Reference Voucher Total Amount Paid 10/14/2014 VI-13502 REPLACE PLANTS 280.21 280.21 10/21/2014 2649 Stiles Company Inc. 1,247.50 Date Voucher Number Reference Voucher Total Amount Paid 10/6/2014 VI-13496 216831 1,247.50 1,247.50 10/21/2014 2650 USPS 2,500.00 Date Voucher Number Reference Voucher Total Amount Paid 10/6/2014 VI-13498 REPLENISH METER 2,500.00 2,500.00 Printed: October 16, 2014 Page 1 of 2 South Burlington Water Dept. Accounts Payable Check Register Date: 10/21/14 Date Check No. Paid To Memo Amount Paid 10/21/2014 2651 Monica & Gary Walter 2.75 Date Voucher Number Reference Voucher Total Amount Paid 10/7/2014 VI-13501 REFUND 2.75 2.75 Total Amount Paid: 171,002.88 SOUTH BURLINGTON CITY COUNCIL _____________________________________________________ _____________________________________________________ _____________________________________________________ _____________________________________________________ _____________________________________________________ Printed: October 16, 2014 Page 2 of 2 CITY COUNCIL 6 OCTOBER 2014 The South Burlington City Council held a regular meeting on Monday, 6 October 2014, at 6:30 p.m., in the Conference Room, City Hall, 575 Dorset Street. MEMBERS PRESENT – P. Mackenzie, Chair; H. Riehle, P. Nowak, C. Shaw, M. Emery ALSO PRESENT – T. Hubbard, Deputy City Manager; J. Barlow, City Attorney; P. Conner, Director of Planning & Zoning; J. Louisos, Planning Commission; M. Simoneau, R. Greco, L. Michaels, H. Danum, N. Warner, S. Roy, T. Duff, D. Albrecht, R. Agne, D. Chamberlain, K. Loomis, L. J. Rogner, K. Whitby, J. Paquette 1. Agenda Review – Additions, deletions or changes in order of Agenda items: No changes were made to the Agenda. 2. Comments & Questions from the public not related to the Agenda: Ms. Danum expressed concern with the re-naming of Dorset Park. She felt it was out of keeping with the spirit of the park’s activities and “militarized” the park. 3. Possible Executive Session to consider and discuss Burlington International Airport property tax appeal litigation: Mr. Barlow reviewed the history of Burlington’s appeal. He noted that Burlington’s appeal is based on Statute 32VSA3659 which relates to taxation of property owned by one municipality which is located in another municipality. Intermixed with this are basic questions of property tax theory (e.g., how to value 800 acres of land, how to find comparables for evaluation purposes, etc.). Mr. Barlow noted there is substantial disagreement among experts regarding property values. On 25 April, a meeting was held with Airport people to try to resolve this, but it was not very fruitful. The case will probably go to trial in February. Prior to that, the parties are required to meet with a mediator. It appears this will be 1-2 full days at the end of October or beginning of November. Any resolution that comes out of that mediation will have to have the approval of the City Council. The Council has thus been asked to have a member participate in the mediation process. Ms. Nowak said that as she serves on the Airport Commission, she should recuse herself. Ms. Emery asked the role of the Council person. Mr. Barlow said participation would be very helpful. That person would also be expected to report back to the full Council. CITY COUNCIL, 6 OCTOBER 2014, PAGE 2 Ms. Emery moved that the Council find that premature general public knowledge of pending civil litigation would place the city at a substantial disadvantage in the pending litigation. Ms. Riehle seconded. Motion passed unanimously. Ms. Emery then moved that the Council meet in executive session to consider pending litigation under the provisions of 1VSA313(a)(1)(E). Ms. Riehle seconded. Motion passed unanimously. The Council entered executive session at 7:02 p.m. and exited at 7:30 p.m. 4. Appointment of a City Council member to participate in court-ordered mediation of the Burlington International Airport property tax assessment appeal litigation: Ms. Riehle moved to appoint Ms. Emery. Mr. Shaw seconded. Motion passed unanimously. 5. Announcements and City Manager’s Report: Mr. Hubbard: Noted that City Manager Kevin Dorn is on vacation until the middle of next week. Updated members on City Hall work. The building has been painted using the colors of the city logo. The logo will be mounted in front of the building and will be lit. The Rotary will do some fall plantings and more in the spring. Paving will be done in the next 2 weekends. Stormwater work is complete. There is still some interior work to be done. Reminded the Council of a potential 8 November meeting date to hear from Social Services applicants for potential funding. Members were OK with a 9 a.m. meeting on that date. There will be a community assembly at South Burlington High School at 10 a.m. on Veteran’s Day and a ceremony at the Veteran’s memorial in the park at 11:30. Both Mr. Dorn and Mr. Hubbard are involved with master planning and visioning with the School Board. Mr. Hubbard will attend the Vermont League of Cities and Towns “town fair” with other staff on Thursday. Meetings are continuing with the 3 bargaining units whose contracts expire at the end of June, 2015. A sub-committee is reviewing RFPs for actuarial services. The expectation is to have a recommendation on 21 October. CITY COUNCIL, 6 OCTOBER 2014, PAGE 3 Council members reported on meetings and events they had attended. 6. Consent Agenda: a. Sign Disbursements b. Approve Minutes for September 15th c. Approve establishment of a reserve fund for Energy Committee/GUEP d. Accept resignation of Art Klugo from Development Review Board Ms. Riehle moved to approve the Consent Agenda as presented. Ms. Nowak seconded. Motion passed unanimously. 7. August Financial Report: Mr. Hubbard said that revenues were over the projected number and expenditures were under projections. Fire inspection revenues continue to be high as well as planning and zoning permits. A “swing” firefighter has just been hired, which should reduce overtime. Most vehicles have been purchased. Sewer and stormwater figures are on target. There will be narratives from Department Heads at the next meeting. The audit is complete, and there are indications that the numbers are accurate. There will be a full report in December. 8. Receive Planning Commission recommendation regarding sewer capacity: Ms. Louisos reviewed the history of the sewage capacity recommendation for City Center. She noted that the Commission had recommended considering a possible change in the area being considered to include the whole planning area. The total availability of sewage capacity is presently 591,000 gpd. One estimate for City Center usage is 470,000 gpd with an estimated 350,000 gpd for development outside of City Center. This would result in a shortfall, and the Commission was concerned that there be adequate capacity for City Center. Mr. Conner said he spoke with the Public Works Director who said the numbers are “very rough.” He has not been asked to provide a recommended number of what the reserve for City Center should be. Ms. Mackenzie asked if other professionals have ever been asked to assess this. Mr. Conner said they do communicate with the Regional Planning Commission and did talk with the Town CITY COUNCIL, 6 OCTOBER 2014, PAGE 4 of Colchester with who the sewage system is shared. Mr. Conner felt it absolutely makes sense to have a consultant address this issue. Mr. Shaw noted this issue is the result of 2011 cuts without which this discussion would not be happening. He said he preferred to have the Planning Commission working on the “big ticket” items. Ms. Riehle said 20 years out doesn’t sound urgent, but she felt there is a need to have adequate capacity for City Center. Ms. Nowak was bothered by the word “urgent” and felt the urgent thing is to look at capacity for the whole city. She was willing to support the hiring of a consultant. Ms. Emery felt it was unwise to wait and did see the urgency. She did not feel it was sound to leave the reserve where it is. Ms. Mackenzie didn’t feel it was necessary for the Council to come up with a number at this time. Ms. Riehle suggested instead of a number having a statement that the reserve needs to be more in line with City Center/Form Based Codes. Ms. Emery suggested “splitting the difference” and reserving half of the projected use for City Center. Ms. Emery then moved to up the reserve to 235,000 gpd for City Center. Ms. Riehle seconded. The motion failed 2-3 with Mr. Shaw, Ms. Nowak and Ms. Mackenzie voting against. Ms. Nowak then moved to ask staff to put together a proposal to engage a professional to assess the city’s sewage capacity. Mr. Shaw seconded. Motion passed 4-1 with Ms. Riehle voting against. Ms. Nowak said she would also like to know the potential for additional capacity at the treatment facility. 9. Report from Winooski Valley Park Authority: Mr. Warner, Executive Director of the Winooski Valley Park Authority, noted there has been a lack of communication about how the Authority operates and how they are funded. The Authority is a 501C-3 made up of member communities. They oversee 1700 acres of high conservation land, some of which is in South Burlington. They have an annual budget of CITY COUNCIL, 6 OCTOBER 2014, PAGE 5 $324,000. They operate with 3 full time employees and volunteers. They would like to be invited on an annual basis to make presentations to the City Council. Ms. Mackenzie said it would make sense to have them come to the 8 November “social services” budget session. Ms. Nowak said she would like to know how much each community contributes and the amount of acreage in each community. Mr. Shaw asked about the lands transferred from the Airport to the Winooski Valley Park Authority. Mr. Warner said it is high value land and habitat, which is specifically the kind of property they are interested in managing. 10. View City Center 3-D Animation: Mr. Conner introduced the presentation. He noted Wieman-Lamphere Architects had been engaged to do a “vision” based on documents from the past few years. Mr. Roy said they looked at Form Based Codes and designed a presentation from Dorset Street to the stormwater pond. This includes the reconstruction of Market Street, the stormwater ponds, and the location of Garden Street as they are planned. Everything else is a vision to show what Form Based Codes could result in. The presentation of the 3-D animation was then made. This will be on the city’s website. 11. Interview applicants for South Burlington Boards, Commission and Committees: The Council interviewed the following candidates: Daniel Albrecht -- Underwood Task Force Russell Agne -- Natural Resources Committee Diane Chamberlain – Underwood Task Force Kindle Loomis -- Underwood Task Force Lisa Jane Rovner -- Underwood Task Force Karen Whitby -- Underwood Task Force 12. Confirm Meaghan Emery and Helen Riehle to represent the City Council on the Master Planning & Visioning Task Force applicant screening committee: CITY COUNCIL, 6 OCTOBER 2014, PAGE 6 This will be a short-term appointment with appointments to be made by the end of the week. The first meeting of the task force is 16 October. Ms. Nowak moved to confirm Ms. Emery and Ms. Riehle as representatives of the City Council on the applicant screening committee for the Master Planning & Visioning Task force. Mr. Shaw seconded. Motion passed unanimously. 13. Liquor Control Board: Ms. Riehle moved that the Council meet as Liquor Control Board. Ms. Emery seconded. Motion passed unanimously. Members considered the application of 802 Cocktails, LLC. Mr. Hubbard said the application is now complete. Mr. Shaw moved to approve the Liquor License application of 802 Cocktails, LLC, as presented. Ms. Riehle seconded. Motion passed unanimously. 14. Possible executive session to consider appointments to city Boards, Commissions and Committees: Ms. Nowak moved to reconvene as City Council in executive session to consider appointments to City Boards, Commissions and Committees. Ms. Riehle seconded. Motion passed unanimously. The Council entered executive session at 9:55 p.m. Following the executive session, a motion was made and seconded to make the following appointments: Bicycle and Pedestrian Committee – Dana Farr Design Review Committee – Nicholas Jaramillo Energy Committee – Linda McGinnis, Sam Swanson, and Paul Wagenhofer Natural Resources Committee – Russell Agne Recreation and Leisure Arts Committee – Rebecca Poquette, and Glen Sproul 3-year terms; Sandra Chase 1 year of a remaining term Underwood Task Force: Joshua Phillips, Mike Simoneau, Dan Albrecht, Kindle Loomis, Karen Whitby CITY COUNCIL, 6 OCTOBER 2014, PAGE 7 The motion was passed unanimously. As there was no further business to come before the Council, Ms. Riehle moved to adjourn. Ms. Emery seconded. Motion passed unanimously. The meeting was adjourned at 10:30 p.m. ____________________________, Clerk Revenue Report-September, 2014 General Fund Estimated Received % Budget FY 2015 Account Revenue To Date Received $ (+/-)Received-September Total PROPERTY TAX REVENUE $12,322,444.38 ($4,393,858.13) 35.66% $7,928,586.25 ($141,914.43) Total LOCAL OPTION TAXES $3,611,006.04 ($385,865.89) 10.69% $3,225,140.15 ($385,865.89) Total TAX REVENUE $15,933,450.42 ($4,779,724.02) 30.00% $11,153,726.40 ($527,780.32) Total INTEREST/PENALTY ON TAX $236,500.00 ($47,450.29) 20.06% $189,049.71 ($2,375.30) Total CITY MANAGER $813,307.53 ($727,891.12) 89.50% $85,416.41 ($727,842.53) Total CITY CLERK $273,300.00 ($47,269.67) 17.30% $226,030.33 ($13,228.51) Total PLANNING & ZONING $272,500.00 ($93,883.64) 34.45% $178,616.36 ($26,901.21) Total FIRE DEPARTMENT $903,000.00 ($381,486.32) 42.25% $521,513.68 ($277,451.01) Total AMBULANCE $826,000.00 ($381,033.18) 46.13% $444,966.82 ($293,628.24) Total POLICE DEPARTMENT $420,900.00 ($65,137.54) 15.48% $355,762.46 ($30,608.06) Total PUBLIC SAFETY $2,149,900.00 ($827,657.04) 38.50% $1,322,242.96 ($601,687.31) Total HIGHWAY DEPARTMENT $1,341,933.73 ($908,179.29) 67.68% $433,754.44 ($796,754.17) Total RED ROCKS PARK $4,500.00 ($5,036.00) 111.91% ($536.00) $0.00 Total FACILITIES $500.00 ($570.00) 114.00% ($70.00) ($510.00) Total SPECIAL ACTIVITIES $198,500.00 ($52,139.00) 26.27% $146,361.00 ($17,933.00) Total RECREATION $203,500.00 ($57,745.00) -28.38% $145,755.00 ($18,443.00) Total COMMUNITY LIBRARY $21,950.00 ($1,237.61) 5.64% $20,712.39 ($1,237.61) Total GENERAL FUND $21,246,341.68 ($7,491,037.68) 35.26% $13,755,304.00 ($2,716,249.96) Revenue Report-September, 2014 General Fund Estimated Received % Budget FY 2015 Account Revenue To Date Received $ (+/-)Received-September TAX REVENUE TAX REVENUE Tax, Current Budget $12,211,444.38 ($4,391,694.13) 35.96% $7,819,750.25 ($141,914.43) VT Payment in Lieu of Tax $40,000.00 ($2,164.00) 5.41% $37,836.00 $0.00 Taxes, Reappraisal/ACT 60 $71,000.00 $0.00 0.00% $71,000.00 $0.00 Total TAX REVENUE $12,322,444.38 ($4,393,858.13) 35.66% $7,928,586.25 ($141,914.43) LOCAL OPTION TAXES Local Option Tax-Sales $2,652,586.39 ($283,980.43) 10.71% $2,368,605.96 ($283,980.43) Local Option Tax-Rooms/Me $245,761.65 ($101,885.46) 41.46% $143,876.19 ($101,885.46) Rooms/Meals - Fire Vehicl $352,658.00 $0.00 0.00% $352,658.00 $0.00 Rooms/Meals - P/D Hdqtrs $360,000.00 $0.00 0.00% $360,000.00 $0.00 Total LOCAL OPTION TAXES $3,611,006.04 ($385,865.89) 10.69% $3,225,140.15 ($385,865.89) Total TAX REVENUE $15,933,450.42 ($4,779,724.02) 30.00% $11,153,726.40 ($527,780.32) INTEREST/PENALTY ON TAX Penalty, Current & Prior $108,000.00 ($36,897.29) 34.16% $71,102.71 $279.98 Interest, Current & Prior $35,000.00 ($10,607.16) 30.31% $24,392.84 ($2,709.44) Abatements/Write-offs $0.00 $54.16 100.00% $54.16 $54.16 Attorney Fees $2,500.00 $0.00 0.00% $2,500.00 $0.00 Fee to Collect State Educ $76,000.00 $0.00 0.00% $76,000.00 $0.00 Current Use $15,000.00 $0.00 0.00% $15,000.00 $0.00 Total INTEREST/PENALTY ON TAX $236,500.00 ($47,450.29) 20.06% $189,049.71 ($2,375.30) CITY MANAGER Administrative Services-W $46,695.02 ($46,695.02) 100.00% $0.00 ($46,695.02) Administrative Services-S $134,391.55 ($134,391.55) 100.00% $0.00 ($134,391.55) Administrative Services-W $150,335.71 ($150,335.71) 100.00% $0.00 ($150,335.71) From Sewer-Audit & Actuar $6,214.00 ($6,214.00) 100.00% $0.00 ($6,214.00) From SW-Audit & Actuary $3,555.00 ($3,555.00) 100.00% $0.00 ($3,555.00) COBRA Repayment $10,000.00 $0.00 0.00% $10,000.00 $0.00 Pension Liab Note-WPC $38,675.00 $0.00 0.00% $38,675.00 $0.00 Pension Liab Note-SW $26,510.00 $0.00 0.00% $26,510.00 $0.00 From Water-Audit $2,100.00 $0.00 0.00% $2,100.00 $0.00 DPSA Insurance Reimb. $5,000.00 $0.00 0.00% $5,000.00 $0.00 Admin Svc Fee Fund 240 $31,424.00 ($31,424.00) 100.00% $0.00 ($31,424.00) From WPC-Payroll, Testing $700.00 $0.00 0.00% $700.00 $0.00 From SW-Payroll, Testing $480.00 $0.00 0.00% $480.00 $0.00 Adminstrative Services-CJ $5,227.25 ($5,227.25) 100.00% $0.00 ($5,227.25) Miscellaneous $2,000.00 ($48.59) 2.43% $1,951.41 $0.00 Applied Surplus-Gen.Fund $350,000.00 ($350,000.00) 100.00% $0.00 ($350,000.00) Total CITY MANAGER $813,307.53 ($727,891.12) 89.50% $85,416.41 ($727,842.53) 1 Revenue Report-September, 2014 General Fund Estimated Received % Budget FY 2015 Account Revenue To Date Received $ (+/-)Received-September CITY CLERK Recording Fees $150,000.00 ($29,623.00) 19.75% $120,377.00 ($8,217.00) Photocopy Fees $22,000.00 ($7,577.47) 34.44% $14,422.53 ($2,206.52) Photocopies-Vital Records $6,000.00 ($1,458.00) 24.30% $4,542.00 ($378.00) Pet Licenses $33,000.00 ($802.00) 2.43% $32,198.00 ($102.00) Pet Control Fees $6,000.00 ($688.00) 11.47% $5,312.00 ($75.00) Beverage/Cabaret License $6,500.00 ($480.00) 7.38% $6,020.00 $0.00 Entertainment Permits $100.00 ($450.00) 450.00% ($350.00) ($100.00) Marriage Licenses $1,500.00 ($710.00) 47.33% $790.00 ($220.00) Green Mountain Passports $200.00 ($166.00) 83.00% $34.00 ($22.00) Motor Vehicle Renewals $1,000.00 ($255.00) 25.50% $745.00 ($117.00) School Reimburse-Election $1,500.00 $0.00 0.00% $1,500.00 $0.00 Interest on Investments $45,000.00 ($5,060.20) 11.24% $39,939.80 ($1,790.99) Credit Card Cash Back $500.00 $0.00 0.00% $500.00 $0.00 Total CITY CLERK $273,300.00 ($47,269.67) 17.30% $226,030.33 ($13,228.51) PLANNING Building & Sign Permits $180,000.00 ($70,890.88) 39.38% $109,109.12 ($21,304.45) Bianchi Ruling $6,000.00 ($3,615.00) 60.25% $2,385.00 ($924.00) Zoning and Planning $70,000.00 ($18,137.76) 25.91% $51,862.24 ($4,252.76) Sewer Inspection Fees $0.00 ($950.00) 100.00% ($950.00) ($350.00) Peddlers' Permits $1,500.00 ($290.00) 19.33% $1,210.00 ($70.00) Market Street Grant $15,000.00 $0.00 0.00% $15,000.00 $0.00 Total PLANNING $272,500.00 ($93,883.64) 34.45% $178,616.36 ($26,901.21) FIRE DEPARTMENT Fire Truck Trade In $4,000.00 $0.00 0.00% $4,000.00 $0.00 Outside Employment $4,000.00 $0.00 0.00% $4,000.00 $0.00 Fire Inspection Revenue $200,000.00 ($136,486.32) 68.24% $63,513.68 ($32,451.01) Fire Impact Fees-Fund Tru $30,000.00 ($30,000.00) 100.00% $0.00 ($30,000.00) Loan Proceeds $450,000.00 $0.00 0.00% $450,000.00 $0.00 F/Vehicles-Tranfer In $215,000.00 ($215,000.00) 100.00% $0.00 ($215,000.00) Total FIRE DEPARTMENT $903,000.00 ($381,486.32) 42.25% $521,513.68 ($277,451.01) AMBULANCE Tax Revenues $155,000.00 ($155,000.00) 100.00% $0.00 ($155,000.00) Ambulance Service Billing $540,000.00 ($122,314.11) 22.65% $417,685.89 ($38,628.24) Williston Billing $18,000.00 ($2,969.69) 16.50% $15,030.31 $0.00 Vehicle Trade-In $7,000.00 $0.00 0.00% $7,000.00 $0.00 Grand Isle Billing $6,000.00 ($749.38) 12.49% $5,250.62 $0.00 Transfer from Fund 307 $100,000.00 ($100,000.00) 100.00% $0.00 ($100,000.00) Total AMBULANCE $826,000.00 ($381,033.18) 46.13% $444,966.82 ($293,628.24) POLICE DEPARTMENT 2 Revenue Report-September, 2014 General Fund Estimated Received % Budget FY 2015 Account Revenue To Date Received $ (+/-)Received-September Vermont District Court $90,000.00 ($17,151.50) 19.06% $72,848.50 ($5,754.50) Traffic Safety Grant $15,000.00 $0.00 0.00% $15,000.00 $0.00 Sale of Cruisers/Bequest $2,000.00 $0.00 0.00% $2,000.00 $0.00 Police Reports $7,500.00 ($1,800.50) 24.01% $5,699.50 ($580.00) I.C.A.C. $0.00 ($1,534.28) 100.00% ($1,534.28) ($164.00) Drug Task Force Grant $82,000.00 ($26,965.13) 32.88% $55,034.87 ($8,189.03) Parking Tickets $300.00 ($140.00) 46.67% $160.00 ($85.00) Alarm Registrations $10,000.00 ($1,740.00) 17.40% $8,260.00 ($675.00) Alarm Fines $5,500.00 ($310.00) 5.64% $5,190.00 $0.00 Off Duty Police $30,000.00 ($15,060.53) 50.20% $14,939.47 ($15,060.53) Bullet Proof Vest Grant $3,600.00 $0.00 0.00% $3,600.00 $0.00 Reparative Board Grant $100,000.00 $0.00 0.00% $100,000.00 $0.00 Police Impact Fees $75,000.00 $0.00 0.00% $75,000.00 $0.00 Miscellaneous - Police $0.00 ($435.60) 100.00% ($435.60) ($100.00) Total POLICE DEPARTMENT $420,900.00 ($65,137.54) 15.48% $355,762.46 ($30,608.06) HIGHWAY DEPARTMENT Road Opening Permits $132,400.00 ($14,525.50) 10.97% $117,874.50 ($1,500.00) Overweight truck permits $1,500.00 ($80.00) 5.33% $1,420.00 ($25.00) Highway State Aid $212,000.00 ($77,747.63) 36.67% $134,252.37 $0.00 Fuel Pump Surcharge $1,000.00 ($1,080.57) 108.06% ($80.57) ($610.08) HazMat Facility Lease $18,800.00 ($1,436.54) 7.64% $17,363.46 $0.00 School Bus Parts Reimbure $35,000.00 ($1,218.65) 3.48% $33,781.35 ($387.00) School gas/diesel reimbur $130,000.00 ($26,074.63) 20.06% $103,925.37 ($15,847.15) School vehicle repair pay $19,000.00 ($650.00) 3.42% $18,350.00 $0.00 Salary Reimbursement-WPC $269,134.38 ($269,134.38) 100.00% $0.00 ($269,134.38) FICA Reimbursement-WPC $20,319.65 ($20,319.65) 100.00% $0.00 ($20,319.65) Pension Reimbursement-WPC $81,640.00 ($81,640.00) 100.00% $0.00 ($81,640.00) Benefits Reimbursement-WP $70,431.00 ($70,431.00) 100.00% $0.00 ($70,431.00) Salary Reimbursement-SW $17,083.70 ($17,083.70) 100.00% $0.00 ($17,083.70) Benefits Reimbursement-SW $9,125.00 ($9,125.00) 100.00% $0.00 ($9,125.00) Reimburse from Fund 265 $8,000.00 ($8,000.00) 100.00% $0.00 ($8,000.00) Vehicle Trade In $12,500.00 $0.00 0.00% $12,500.00 $0.00 Hgwy Misc Revenue $4,000.00 ($9,632.04) 240.80% ($5,632.04) ($2,651.21) Hgwy Paving-Transfer In $300,000.00 ($300,000.00) 100.00% $0.00 ($300,000.00) Total HIGHWAY DEPARTMENT $1,341,933.73 ($908,179.29) 67.68% $433,754.44 ($796,754.17) RECREATION RED ROCKS PARK Red Rocks Gate Receipts $4,500.00 ($5,036.00) 111.91% ($536.00) $0.00 Total RED ROCKS PARK $4,500.00 ($5,036.00) 111.91% ($536.00) $0.00 FACILITIES J/C Park Rentals $500.00 ($570.00) 114.00% ($70.00) ($510.00) 3 Revenue Report-September, 2014 General Fund Estimated Received % Budget FY 2015 Account Revenue To Date Received $ (+/-)Received-September Total FACILITIES $500.00 ($570.00) 114.00% ($70.00) ($510.00) SPECIAL ACTIVITIES Great Escape Ticket Sales $16,000.00 ($10,677.00) 66.73% $5,323.00 $0.00 Aternoon Skiing/Middle Sc $8,000.00 $0.00 0.00% $8,000.00 $0.00 Afternoon Skiing/Orchard $3,500.00 $0.00 0.00% $3,500.00 $0.00 Youth Programs $100,000.00 ($28,122.00) 28.12% $71,878.00 ($11,716.00) Adult Evening Classes $45,000.00 ($13,340.00) 29.64% $31,660.00 ($6,217.00) Recreation Impact Fees $26,000.00 $0.00 0.00% $26,000.00 $0.00 Total SPECIAL ACTIVITIES $198,500.00 ($52,139.00) 26.27% $146,361.00 ($17,933.00) Total RECREATION $203,500.00 ($57,745.00) 28.38% $145,755.00 ($18,443.00) COMMUNITY LIBRARY Library Lost Books $0.00 ($241.11) 100.00% ($241.11) ($241.11) Late Book Charges/Fines $3,200.00 ($509.50) 15.92% $2,690.50 ($509.50) Non-Resident Fees $750.00 ($120.00) 16.00% $630.00 ($120.00) Blanchette Gift $15,000.00 $0.00 0.00% $15,000.00 $0.00 C/L Photocopies $1,500.00 ($365.00) 24.33% $1,135.00 ($365.00) Bookmobile Donations $500.00 $0.00 0.00% $500.00 $0.00 LIBRARY MISCELLANEOUS $1,000.00 ($2.00) 0.20% $998.00 ($2.00) Total COMMUNITY LIBRARY $21,950.00 ($1,237.61) 5.64% $20,712.39 ($1,237.61) Total GENERAL FUND $21,246,341.68 ($7,491,037.68) 35.26% $13,755,304.00 ($2,716,249.96) Total All Funds $21,246,341.68 ($7,491,037.68) 35.26% $13,755,304.00 ($2,716,249.96) 4 Revenue Report-September, 2014 Sewer Fund Estimated Received % Budget FY 2015 MTD Account Revenue To Date Received $ (+/-)Received-September WATER POLLUTION CONTROL CHARGES FOR SERVICES W.P.C. User Fees $3,205,743.90 ($848,228.24) 26.46% $2,357,515.66 ($327,564.67) W.P.C. Truck Charges $35,000.00 ($12,683.50) 36.24% $22,316.50 ($6,485.00) Connection Fees $114,736.65 ($39,651.78) 34.56% $75,084.87 ($16,546.02) Enviromental Impact $50,000.00 $0.00 0.00% $50,000.00 $0.00 Total CHARGES FOR SERVICES $3,405,480.55 ($900,563.52) 26.44% $2,504,917.03 ($350,595.69) BOND AND LOAN PROCEEDS Colchester A/P Pkwy Pmt $742,310.00 $0.00 0.00% $742,310.00 $0.00 W.P.C. Reserves $13,000.00 $0.00 0.00% $13,000.00 $0.00 Total BOND AND LOAN PROCEEDS $755,310.00 $0.00 0.00% $755,310.00 $0.00 MISCELLANEOUS Miscellaneous Rev.-W.P.C. $0.00 ($3,225.00) 100.00% ($3,225.00) $0.00 Total MISCELLANEOUS $0.00 ($3,225.00) 100.00% ($3,225.00) $0.00 Total OPERATING TRANSFERS IN $4,160,790.55 ($903,788.52) 21.72% $3,257,002.03 ($350,595.69) Total ENTERPRISE FUND/W.P.C. $4,160,790.55 ($903,788.52) 21.72% $3,257,002.03 ($350,595.69) Total All Funds $4,160,790.55 ($903,788.52) 21.72% $3,257,002.03 ($350,595.69) Revenue Report-September, 2014 Stormwater Fund Estimated Received % Budget FY 2015 MTD Account Revenue To Date Received $ (+/-)Received-September S/WATER UTILITIES REVENUE S/W User Fees - Water Bil $1,944,567.71 ($470,708.96) 24.21% $1,473,858.75 ($183,601.33) Payment from GF re: GIS $12,000.00 $0.00 0.00% $12,000.00 $0.00 State of VT Fee for Servi $50,000.00 $0.00 0.00% $50,000.00 $0.00 Land Owner Payments $44,815.00 $0.00 0.00% $44,815.00 $0.00 Homeowner's Assoc Fee $0.00 ($11,535.51) 100.00% ($11,535.51) $0.00 Total S/WATER UTILITIES REVENUE $2,051,382.71 ($482,244.47) 23.51% $1,569,138.24 ($183,601.33) Total STORM WATER UTILITIES $2,051,382.71 ($482,244.47) 23.51% $1,569,138.24 ($183,601.33) Total All Funds $2,051,382.71 ($482,244.47) 23.51% $1,569,138.24 ($183,601.33) Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Total CITY COUNCIL $81,960.00 $29,440.20 35.92% $52,519.80 $0.00 Total ADMINISTRATIVE INSURANCE $3,786,878.41 $884,694.98 23.36% $2,902,183.43 $366,534.34 Total CITY MANAGER $478,770.22 $100,585.07 21.01% $378,185.15 $36,457.06 Total LEGAL, ACCOUNTING, ACTUARY $256,689.02 $55,628.20 21.67% $201,060.82 $33,984.34 Total ADMINISTRATIVE SERVICES $674,735.11 $65,169.27 9.66% $609,565.84 $33,217.04 Total INFORMATION TECHNOLOGY $138,876.79 $33,324.18 24.00% $105,552.61 $12,756.20 Total CITY CLERK $226,952.30 $48,500.56 21.37% $178,451.74 $14,408.78 Total ASSESSING/TAX/GENERAL LEDGER $222,882.32 $54,404.20 24.41% $168,478.12 $16,471.66 Total PLANNING/DESIGN REVIEW $290,650.69 $54,752.59 18.84% $235,898.10 $19,240.44 Total NATURAL RESOURCES $2,900.00 $0.00 0.00% $2,900.00 $0.00 Total OPERATING TRANSFERS OUT $543,700.00 $543,700.00 100.00% $0.00 $543,700.00 Total GENERAL GOVERNMENT EXP. $6,704,994.86 $1,870,199.25 27.89% $4,834,795.61 $1,076,769.86 Total FIRE DEPARTMENT $3,061,337.33 $1,319,543.58 43.10% $1,741,793.75 $868,869.97 Total AMBULANCE $888,924.27 $153,429.82 17.26% $735,494.45 $51,621.45 Total POLICE DEPARTMENT $4,574,421.09 $970,467.58 21.22% $3,603,953.51 $305,349.31 Total PUBLIC SAFETY $8,524,682.69 $2,443,440.98 28.66% $6,081,241.71 $1,225,840.73 Total OPERATING TRANSFERS OUT $335,000.00 $335,000.00 100.00% $0.00 $335,000.00 Total HIGHWAY DEPARTMENT $2,385,946.83 $726,574.58 30.45% $1,659,372.25 $107,047.48 Total RECREATION ADMINISTRATION $224,018.01 $49,665.14 22.17% $174,352.87 $11,215.66 Total PROGRAMS $41,130.00 $8,036.30 19.54% $33,093.70 $4,240.69 Total RED ROCKS PARK $700.00 $123.75 17.68% $576.25 $34.63 Total FACILITIES $91,394.00 $63,324.74 69.29% $28,069.26 $12,278.17 Total LEISURE ARTS $7,100.00 $75.68 1.07% $7,024.32 $0.00 Total SPECIAL ACTIVITIES $124,300.00 $14,954.01 12.03% $109,345.99 $6,825.45 Total COMMUNITY LIBRARY $437,175.77 $75,636.88 17.30% $361,538.89 $25,361.60 Total CAPITAL/PARK MAINTENANCE $206,462.98 $49,121.32 23.79% $157,341.66 $15,509.46 Total CULTURE AND RECREATION $1,132,280.76 $260,937.82 23.05% $871,342.94 $75,465.66 Total OTHER OPERATING ENTITIES $634,572.00 $249,058.74 39.25% $385,513.26 $0.00 Total CURRENT PRINCIPAL, BONDS $796,512.00 $0.00 0.00% $796,512.00 $0.00 Total CURRENT INTEREST, BONDS $732,342.55 $0.00 0.00% $732,342.55 $0.00 Total All Funds $21,246,331.69 $5,885,211.37 27.70% $15,361,120.32 $2,820,123.73 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September GENERAL GOVERNMENT EXP. CITY COUNCIL General Expenses $2,500.00 $0.00 0.00% $2,500.00 $0.00 Holmes Road $0.00 $1,060.20 100.00% ($1,060.20) $0.00 G.B.I.C. $5,000.00 $0.00 0.00% $5,000.00 $0.00 V.L.C.T. $19,420.00 $19,420.00 100.00% $0.00 $0.00 Chamber of Commerce $4,000.00 $0.00 0.00% $4,000.00 $0.00 Social Services $36,300.00 $0.00 0.00% $36,300.00 $0.00 CCTV-Clickable Meetings $5,000.00 $5,000.00 100.00% $0.00 $0.00 Councilors $5,480.00 $0.00 0.00% $5,480.00 $0.00 Liquor Control $300.00 $0.00 0.00% $300.00 $0.00 Front Porch Forum $3,960.00 $3,960.00 100.00% $0.00 $0.00 Total CITY COUNCIL $81,960.00 $29,440.20 35.92% $52,519.80 $0.00 ADMINISTRATIVE INSURANCE Payment to Sickbank Fund $50,000.00 $0.00 0.00% $50,000.00 $0.00 Fringe Benefits $33,000.00 $7,126.12 21.59% $25,873.88 $639.43 FICA/Medicare $10,000.00 $68.72 0.69% $9,931.28 $0.00 Non-Taxable Fringe Benefi $5,000.00 $0.00 0.00% $5,000.00 $0.00 Vision Plan $12,252.88 $0.00 0.00% $12,252.88 $0.00 Vision Plan Sick Bank $350.00 $0.00 0.00% $350.00 $0.00 Short Term Disability Pla $16,264.96 $3,685.44 22.66% $12,579.52 $1,228.48 Long Term Disability $10,000.00 $0.00 0.00% $10,000.00 $0.00 Group Health Insurance $1,522,585.74 $360,621.43 23.68% $1,161,964.31 $121,876.04 Health Sick Bank $71,000.00 $12,884.07 18.15% $58,115.93 $4,294.69 Group Life Insurance $14,115.00 $7,256.35 51.41% $6,858.65 $2,419.45 Group Dental Insurance $105,248.07 $27,158.33 25.80% $78,089.74 $9,146.06 Dental Sick Bank $4,500.00 $923.76 20.53% $3,576.24 $307.92 Pension $775,926.47 $0.00 0.00% $775,926.47 $0.00 ICMA Match $103,419.29 $21,155.38 20.46% $82,263.91 $7,269.38 Workers Comp Insurance $429,576.00 $205,728.11 47.89% $223,847.89 $113,912.81 Property Insurance $565,020.00 $232,040.74 41.07% $332,979.26 $103,874.61 VLCT Unemployment Insuran $15,000.00 $4,481.06 29.87% $10,518.94 $0.00 Deductibles/Coinsurance $10,000.00 $1,565.47 15.65% $8,434.53 $1,565.47 Employee Payouts $23,620.00 $0.00 0.00% $23,620.00 $0.00 COBRA $10,000.00 $0.00 0.00% $10,000.00 $0.00 Total ADMINISTRATIVE INSURANCE $3,786,878.41 $884,694.98 23.36% $2,902,183.43 $366,534.34 CITY MANAGER City Mgr.Salaries-Perm. $409,287.21 $86,406.64 21.11% $322,880.57 $32,745.60 City Mgr.Salaries-Other $2,744.95 $88.00 3.21% $2,656.95 $0.00 Leave Time Turn-In $5,200.00 $0.00 0.00% $5,200.00 $0.00 FICA/Medicare $31,913.06 $6,887.07 21.58% $25,025.99 $2,596.55 Office Supplies $4,000.00 $678.37 16.96% $3,321.63 $235.18 Advertising $1,000.00 $1,238.80 123.88% ($238.80) $252.00 Telephone $3,625.00 $1,210.85 33.40% $2,414.15 $386.55 Postage $3,000.00 $0.00 0.00% $3,000.00 $0.00 Dues and Subscriptions $3,500.00 $467.60 13.36% $3,032.40 $226.00 Printing $6,000.00 $0.00 0.00% $6,000.00 $0.00 Consulting Fees $500.00 $0.00 0.00% $500.00 $0.00 1 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Travel & Training $8,000.00 $3,607.74 45.10% $4,392.26 $15.18 Total CITY MANAGER $478,770.22 $100,585.07 21.01% $378,185.15 $36,457.06 LEGAL, ACCOUNTING & ACTUARY FICA/Medicare $6,697.58 $0.00 0.00% $6,697.58 $0.00 Dues and Subscriptions $2,700.00 $0.00 0.00% $2,700.00 $0.00 Hiring-required testing $1,000.00 $134.00 13.40% $866.00 $0.00 Payroll Processing Fees $18,741.44 $3,857.92 20.58% $14,883.52 $1,205.36 Planning and Design Litig $30,000.00 $290.00 0.97% $29,710.00 $290.00 Appeals/Abatements $7,000.00 $21,210.00 303.00% ($14,210.00) $21,210.00 Gen Govt. Actuaries/Pensi $20,000.00 $94.25 0.47% $19,905.75 $94.25 Gen Govt. Audit/Accountin $22,000.00 $6,500.00 29.55% $15,500.00 $0.00 Background Checks $1,000.00 $0.00 0.00% $1,000.00 $0.00 Legal/Labor/Suits $60,000.00 $0.00 0.00% $60,000.00 $0.00 Legal Costs $87,550.00 $23,542.03 26.89% $64,007.97 $11,184.73 Total LEGAL, ACCOUNTING & ACTUARY $256,689.02 $55,628.20 21.67% $201,060.82 $33,984.34 ADMINISTRATIVE SERVICES Muni Bld Cleaning Supplie $1,500.00 $111.46 7.43% $1,388.54 $111.46 Natural Gas Car-Parts $0.00 $65.79 100.00% ($65.79) $29.86 2nd Floor Copier $11,000.00 $198.26 1.80% $10,801.74 $99.10 Muni Bld Cleaning Service $19,000.00 $2,340.57 12.32% $16,659.43 $1,695.96 City Hall Maintenance $25,000.00 $2,651.14 10.60% $22,348.86 $2,130.25 Contingency Fund-Infrastr $75,000.00 $12,326.88 16.44% $62,673.12 $0.00 Positive Pay Fee $800.00 $189.36 23.67% $610.64 $63.19 Electricity-City Hall $35,000.00 $2,148.08 6.14% $32,851.92 $0.00 Utilities-City Hall $20,000.00 $1,663.46 8.32% $18,336.54 $365.25 Street Lights $170,000.00 $23,960.71 14.09% $146,039.29 $23,600.76 Stormwater User Rent $280,744.90 $6,084.00 2.17% $274,660.90 $0.00 Urban Art Project Park $3,000.00 $0.00 0.00% $3,000.00 $0.00 Health Officer Reimbursem $100.00 $0.00 0.00% $100.00 $0.00 Emergency Mgmt Center $2,000.00 $948.00 47.40% $1,052.00 $948.00 Generator Prevent Maint. $600.00 $0.00 0.00% $600.00 $0.00 Council/Board Secretary $8,870.36 $3,267.74 36.84% $5,602.62 $784.73 Possible Additional Staff $22,119.85 $9,213.82 41.65% $12,906.03 $3,388.48 Total ADMINISTRATIVE SERVICES $674,735.11 $65,169.27 9.66% $609,565.84 $33,217.04 INFORMATION TECHNOLOGY IT Staff $44,474.49 $10,242.40 23.03% $34,232.09 $3,472.00 IT-Overtime $0.00 $97.65 100.00% ($97.65) $0.00 FICA/Medicare $3,402.30 $720.23 21.17% $2,682.07 $264.92 Computer Software $25,000.00 $4,195.87 16.78% $20,804.13 $101.25 Computer Hardware $51,000.00 $17,624.28 34.56% $33,375.72 $8,474.28 IT Service $15,000.00 $443.75 2.96% $14,556.25 $443.75 Total INFORMATION TECHNOLOGY $138,876.79 $33,324.18 24.00% $105,552.61 $12,756.20 CITY CLERK City Clerk Salaries-Perm. $170,357.11 $37,307.22 21.90% $133,049.89 $12,500.81 2 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Leave Time Turn-In $3,500.00 $0.00 0.00% $3,500.00 $0.00 Overtime $1,000.00 $600.58 60.06% $399.42 $372.97 FICA/Medicare $12,772.19 $3,009.29 23.56% $9,762.90 $1,011.38 General Supplies $2,500.00 $415.15 16.61% $2,084.85 $101.68 Animal Control $5,850.00 $1,058.91 18.10% $4,791.09 $0.00 Election Expenses $7,370.00 $2,565.64 34.81% $4,804.36 $36.48 School Election Expenses $1,500.00 $0.00 0.00% $1,500.00 $0.00 Telephone $1,000.00 $62.49 6.25% $937.51 $20.91 Postage $3,655.00 $7.66 0.21% $3,647.34 $7.66 Dues and Subscriptions $300.00 $295.00 98.33% $5.00 $0.00 Printing $375.00 $0.00 0.00% $375.00 $0.00 Board of Civil Authority $2,600.00 $0.00 0.00% $2,600.00 $0.00 Election Workers $3,300.00 $710.50 21.53% $2,589.50 $110.50 BCA Appeals/Abatements $2,000.00 $0.00 0.00% $2,000.00 $0.00 Office Equip Maintenance $2,673.00 $1,446.85 54.13% $1,226.15 $21.05 Travel & Training $4,700.00 $766.04 16.30% $3,933.96 $97.83 Photocopier Lease Prin $1,500.00 $255.23 17.02% $1,244.77 $127.51 Total CITY CLERK $226,952.30 $48,500.56 21.37% $178,451.74 $14,408.78 ASSESSING/TAX Assessing/Tax Sal.-Perm. $192,031.88 $43,394.37 22.60% $148,637.51 $15,187.21 Overtime $500.00 $233.55 46.71% $266.45 $0.00 FICA/Medicare $14,690.44 $3,512.64 23.91% $11,177.80 $1,221.12 Office Supplies $1,800.00 $344.86 19.16% $1,455.14 $42.10 Tax Sales Advertising $500.00 $0.00 0.00% $500.00 $0.00 Telephone $660.00 $63.45 9.61% $596.55 $21.23 Postage $5,500.00 $5,835.33 106.10% ($335.33) $0.00 Dues and Memberships $550.00 $240.00 43.64% $310.00 $0.00 Printing $1,650.00 $0.00 0.00% $1,650.00 $0.00 NEMRC/APEX $1,000.00 $750.00 75.00% $250.00 $0.00 Travel & Training $4,000.00 $30.00 0.75% $3,970.00 $0.00 Total ASSESSING/TAX $222,882.32 $54,404.20 24.41% $168,478.12 $16,471.66 PLANNING/DESIGN REVIEW Planning Salaries-Perm. $229,260.14 $47,694.70 20.80% $181,565.44 $16,736.03 Leave Time Turn-In $3,000.00 $0.00 0.00% $3,000.00 $0.00 Overtime $6,300.00 $591.16 9.38% $5,708.84 $102.81 FICA/Medicare $18,240.55 $3,694.24 20.25% $14,546.31 $1,289.37 Office Supplies $4,000.00 $373.57 9.34% $3,626.43 $106.89 Public Meeting Advertisin $3,500.00 $1,002.00 28.63% $2,498.00 $0.00 Telephone $750.00 $62.49 8.33% $687.51 $20.91 Postage $1,000.00 $3.85 0.39% $996.15 $3.85 Dues and Subscriptions $1,200.00 $823.00 68.58% $377.00 $823.00 Document Printing $2,000.00 $0.00 0.00% $2,000.00 $0.00 Maps $2,500.00 $0.00 0.00% $2,500.00 $0.00 Legal Services $5,400.00 $0.00 0.00% $5,400.00 $0.00 PC/DRB Stipends $9,000.00 $0.00 0.00% $9,000.00 $0.00 Travel & Training $4,500.00 $507.58 11.28% $3,992.42 $157.58 Total PLANNING/DESIGN REVIEW $290,650.69 $54,752.59 18.84% $235,898.10 $19,240.44 3 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September NATURAL RESOURCES Dues and Subscriptions $700.00 $0.00 0.00% $700.00 $0.00 Educational Programs $200.00 $0.00 0.00% $200.00 $0.00 Special Projects Material $1,700.00 $0.00 0.00% $1,700.00 $0.00 Printing $100.00 $0.00 0.00% $100.00 $0.00 Travel & Training $200.00 $0.00 0.00% $200.00 $0.00 Total NATURAL RESOURCES $2,900.00 $0.00 0.00% $2,900.00 $0.00 OPERATING TRANSFERS OUT Ambulance Department $155,000.00 $155,000.00 100.00% $0.00 $155,000.00 Fuel Pump Reserve Fund $8,200.00 $8,200.00 100.00% $0.00 $8,200.00 Open Space Reserve Fund $285,000.00 $285,000.00 100.00% $0.00 $285,000.00 Reappraisal Fund $95,500.00 $95,500.00 100.00% $0.00 $95,500.00 Total OPERATING TRANSFERS OUT $543,700.00 $543,700.00 100.00% $0.00 $543,700.00 Total GENERAL GOVERNMENT EXP. $6,704,994.86 $1,870,199.25 27.89% $4,834,795.61 $1,076,769.86 PUBLIC SAFETY FIRE DEPARTMENT Fire Salaries-Permanent $1,401,266.50 $278,026.58 19.84% $1,123,239.92 $96,989.96 Fire Salaries-On Call $7,500.00 $0.00 0.00% $7,500.00 $0.00 Leave Time Turn-In $8,000.00 $0.00 0.00% $8,000.00 $0.00 Holiday Pay $166,540.00 $56,875.25 34.15% $109,664.75 $19,287.82 Fair Labor Standard O/T $80,000.00 $85.86 0.11% $79,914.14 $0.00 F/D Overtime - Fill-In $50,000.00 $41,414.16 82.83% $8,585.84 $16,032.14 F/D Overtime - Training $25,000.00 $13,014.18 52.06% $11,985.82 $8,141.73 F/D Overtime - Emerg Call $7,000.00 $1,001.12 14.30% $5,998.88 $213.41 Wellness/Fitness $17,600.00 $0.00 0.00% $17,600.00 $0.00 Fire-Off Duty Outside Emp $3,000.00 $280.00 9.33% $2,720.00 $0.00 FICA/Medicare $126,723.83 $30,601.32 24.15% $96,122.51 $11,268.62 Office Supplies $2,000.00 $675.21 33.76% $1,324.79 $62.98 Vaccinations-HEP $1,000.00 $0.00 0.00% $1,000.00 $0.00 REHAB Supplies $300.00 $17.94 5.98% $282.06 $0.00 Station Operating Supply $4,500.00 $98.73 2.19% $4,401.27 $8.28 Maintenance Tools $420.00 $72.87 17.35% $347.13 $72.87 Uniforms-Career $11,150.00 $3,784.30 33.94% $7,365.70 $0.00 Firefighting Clothing $5,000.00 $0.00 0.00% $5,000.00 $0.00 Vehicle Tools $1,000.00 $188.00 18.80% $812.00 $0.00 Gas Chief's vehicle & rei $2,800.00 $2,715.01 96.96% $84.99 $2,193.16 Diesel Fuel $29,000.00 $4,682.26 16.15% $24,317.74 $388.85 Oil $600.00 $0.00 0.00% $600.00 $0.00 Films and Books $1,100.00 $0.00 0.00% $1,100.00 $0.00 Fire Prevention Materials $3,000.00 $0.00 0.00% $3,000.00 $0.00 Fire Extinguishers $600.00 $60.00 10.00% $540.00 $0.00 Airpacks Maintenance $5,500.00 $179.96 3.27% $5,320.04 $0.00 Telephone $14,000.00 $1,811.96 12.94% $12,188.04 $418.36 Postage-Tool Shipping $400.00 $54.53 13.63% $345.47 $0.00 Dues and Subscriptions $1,350.00 $0.00 0.00% $1,350.00 $0.00 Fire Station Maintenance $44,000.00 $1,386.45 3.15% $42,613.55 $19.00 4 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Laundry and Bedding $900.00 $20.00 2.22% $880.00 $0.00 Radio Repair $2,500.00 $758.14 30.33% $1,741.86 $127.96 Vehicle Maintenance $8,000.00 $5,041.76 63.02% $2,958.24 $532.68 Vehicle Repair $13,000.00 $110.00 0.85% $12,890.00 $0.00 Equipment R & M $4,000.00 $2,445.90 61.15% $1,554.10 $0.00 Truck Tires $4,500.00 $1,524.26 33.87% $2,975.74 $1,524.26 Computers Contract ACS $2,500.00 $1,567.46 62.70% $932.54 $21.10 Conferences $1,500.00 $6.00 0.40% $1,494.00 $0.00 Training Schools $4,000.00 $20.00 0.50% $3,980.00 $0.00 Training Equipment $750.00 $642.22 85.63% $107.78 $320.16 Recruiting & Testing $1,000.00 $211.49 21.15% $788.51 $40.16 Fire Station #2 Heat/Elec $12,500.00 $1,908.46 15.27% $10,591.54 $480.47 Water Tank Rental Station $0.00 $301.92 100.00% ($301.92) $0.00 Fire Safety Equipment $46,950.00 $3,380.09 7.20% $43,569.91 $0.00 F/D Furniture/Equipment $677,500.00 $610,726.00 90.14% $66,774.00 $610,726.00 Firefighting Equipment-ho $10,000.00 $2,144.95 21.45% $7,855.05 $0.00 Note on Quint Fire Truck $151,387.00 $151,709.24 100.21% ($322.24) $0.00 F/D Equipment Trsf Out $100,000.00 $100,000.00 100.00% $0.00 $100,000.00 Total FIRE DEPARTMENT $3,061,337.33 $1,319,543.58 43.10% $1,741,793.75 $868,869.97 AMBULANCE Permanent Salaries $347,848.10 $80,545.18 23.16% $267,302.92 $31,627.67 EMT Pay $74,498.41 $16,102.11 21.61% $58,396.30 $5,775.62 Holiday Pay $45,420.00 $19,507.80 42.95% $25,912.20 $6,855.48 Fair Labor Standard OT $42,640.00 $967.90 2.27% $41,672.10 $0.00 Overtime Fill-In $20,000.00 $3,654.32 18.27% $16,345.68 $910.18 Overtime - Training $12,900.00 $2,318.90 17.98% $10,581.10 $1,427.17 Overtime - Emergency Call $5,000.00 $165.80 3.32% $4,834.20 $73.77 Wellness $4,800.00 $540.00 11.25% $4,260.00 $140.00 FICA/MEDI $32,767.76 $9,306.44 28.40% $23,461.32 $3,280.76 Doctor Service Stipend $2,400.00 $0.00 0.00% $2,400.00 $0.00 Office Supplies $2,000.00 $171.55 8.58% $1,828.45 $16.50 Medical Supplies-Disposab $22,500.00 $8,859.96 39.38% $13,640.04 $983.87 Medical Supplies-Oxygen $4,000.00 $468.78 11.72% $3,531.22 $153.74 Medical Equipment Replace $3,500.00 $2,411.25 68.89% $1,088.75 $0.00 Uniforms-Career $6,000.00 $1,012.60 16.88% $4,987.40 $177.14 Diesel Fuel $7,800.00 $1,800.75 23.09% $5,999.25 $673.60 Training Films and Books $750.00 $0.00 0.00% $750.00 $0.00 Telephone $4,000.00 $546.42 13.66% $3,453.58 $0.00 Billing Postage $3,000.00 $0.00 0.00% $3,000.00 $0.00 Dues & Subscriptions $500.00 $0.00 0.00% $500.00 $0.00 Radio Repair $1,750.00 $924.00 52.80% $826.00 $0.00 Vehicle Maintenance $2,500.00 ($86.02) -3.44% $2,586.02 ($474.05) Vehicle Repair $3,000.00 $46.46 1.55% $2,953.54 $0.00 Equipment R&M $1,250.00 $203.08 16.25% $1,046.92 $0.00 Office Equip Maintenance $350.00 $0.00 0.00% $350.00 $0.00 Billing Software/Upgrades $4,000.00 $3,242.54 81.06% $757.46 $0.00 Med Equipment Maintenance $1,000.00 $0.00 0.00% $1,000.00 $0.00 Training Programs $2,250.00 $445.00 19.78% $1,805.00 $0.00 Training Equipment $500.00 $275.00 55.00% $225.00 $0.00 To Reserve Fund-Training $10,000.00 $0.00 0.00% $10,000.00 $0.00 5 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Replacement Vehicle $220,000.00 $0.00 0.00% $220,000.00 $0.00 Total AMBULANCE $888,924.27 $153,429.82 17.26% $735,494.45 $51,621.45 POLICE DEPARTMENT Police Salaries-Permanent $2,893,750.08 $615,318.16 21.26% $2,278,431.92 $212,920.87 Police Salaries-Other $0.00 $0.00 0.00% $0.00 $0.00 Leave Time Turn-In $12,000.00 $0.00 0.00% $12,000.00 $0.00 Police Salaries-Overtime $220,000.00 $70,594.31 32.09% $149,405.69 $24,111.05 Holiday Pay $265,437.97 $50,985.49 19.21% $214,452.48 $17,155.42 Automatic Corporal $3,543.36 $0.00 0.00% $3,543.36 $0.00 Shift Differential $61,990.52 $10,451.06 16.86% $51,539.46 $3,357.56 Off-Duty Police Salary $22,000.00 $27,130.00 123.32% ($5,130.00) $7,840.00 Fitness $27,300.00 $0.00 0.00% $27,300.00 $0.00 Reparative Board Grant Ac $100,000.00 $0.00 0.00% $100,000.00 $0.00 FICA/Medicare $247,259.16 $60,094.17 24.30% $187,164.99 $20,415.53 Office Supplies $10,500.00 $855.91 8.15% $9,644.09 $504.25 Range Supplies $11,500.00 $9,472.00 82.37% $2,028.00 $0.00 Radio Equipment-Supplies $800.00 $0.00 0.00% $800.00 $0.00 Investigative Supplies $8,000.00 $1,898.80 23.74% $6,101.20 $1,679.78 Youth Services Supplies $6,000.00 $0.00 0.00% $6,000.00 $0.00 Traffic Unit Supplies $2,000.00 $208.01 10.40% $1,791.99 $0.00 K-9 Supplies $3,000.00 $3,461.83 115.39% ($461.83) $52.70 Janitorial Supplies $2,500.00 $412.98 16.52% $2,087.02 $262.22 Uniform Supplies $34,000.00 $7,317.83 21.52% $26,682.17 $432.88 Tires $10,200.00 $387.84 3.80% $9,812.16 $387.84 Gas and Oil $79,000.00 $14,374.65 18.20% $64,625.35 $5,291.44 Telephone $28,000.00 $7,928.26 28.32% $20,071.74 $2,936.20 Postage $2,800.00 $224.77 8.03% $2,575.23 $0.00 Dues and Subscriptions $2,300.00 $930.00 40.43% $1,370.00 $0.00 Towing Services $1,000.00 $125.00 12.50% $875.00 $0.00 Crime Prevention Supplies $4,500.00 $345.00 7.67% $4,155.00 $0.00 Building Repairs $3,500.00 $0.00 0.00% $3,500.00 $0.00 Building Maintenance $12,000.00 $4,154.62 34.62% $7,845.38 $160.04 Uniform Cleaning $18,000.00 $2,111.75 11.73% $15,888.25 $847.00 Office Equip. Contract $5,000.00 $221.05 4.42% $4,778.95 $21.05 Generator Prevent Maint $700.00 $0.00 0.00% $700.00 $0.00 Radio Equip. Maintenance $10,000.00 $1,757.00 17.57% $8,243.00 $465.00 Vehicle Repair $44,000.00 $8,925.43 20.29% $35,074.57 $3,109.38 Computer Connections Syst $14,500.00 $490.00 3.38% $14,010.00 $490.00 Equipment Maintenance $3,000.00 $0.00 0.00% $3,000.00 $0.00 Records Management System $10,000.00 $6,400.00 64.00% $3,600.00 $0.00 Consulting Services $6,840.00 $567.00 8.29% $6,273.00 $0.00 IT/Computer Contractor/So $0.00 $150.00 100.00% ($150.00) $0.00 Tower Lease $300.00 $300.00 100.00% $0.00 $300.00 Animal Control Contracts $21,000.00 $227.36 1.08% $20,772.64 $93.52 Conferences $6,600.00 $0.00 0.00% $6,600.00 $0.00 In-Service Training $24,000.00 $5,032.44 20.97% $18,967.56 $0.00 Recruiting & Testing $2,500.00 $505.69 20.23% $1,994.31 $0.00 Tuition Reimbursement $3,400.00 $0.00 0.00% $3,400.00 $0.00 Electric-Police Dept. $56,000.00 $3,752.28 6.70% $52,247.72 $0.00 Heat/Hot Water $12,000.00 $197.15 1.64% $11,802.85 $0.00 6 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Radio Installation Utilit $500.00 $385.40 77.08% $114.60 $27.58 Building Common Area Fees $45,000.00 $12,220.93 27.16% $32,779.07 $0.00 Cleaning/Building Service $34,200.00 $4,976.00 14.55% $29,224.00 $2,488.00 Vehicles and Equipment $155,000.00 $28,884.00 18.63% $126,116.00 $0.00 Radio Equipment $21,000.00 $708.00 3.37% $20,292.00 $0.00 Taser Replacement $6,000.00 $5,985.41 99.76% $14.59 $0.00 Total POLICE DEPARTMENT $4,574,421.09 $970,467.58 21.22% $3,603,953.51 $305,349.31 Total PUBLIC SAFETY $8,524,682.69 $2,443,440.98 28.66% $6,081,241.71 $1,225,840.73 OPERATING TRANSFERS OUT To Capital Improvements $335,000.00 $335,000.00 100.00% $0.00 $335,000.00 Total OPERATING TRANSFERS OUT $335,000.00 $335,000.00 100.00% $0.00 $335,000.00 STREETS & HIGHWAYS HIGHWAY DEPARTMENT Highway Salaries-Perm. $660,142.89 $162,227.96 24.57% $497,914.93 $56,548.37 Leave Time Turn-In $8,500.00 $0.00 0.00% $8,500.00 $0.00 Highway Salaries-Overtime $30,000.00 $329.76 1.10% $29,670.24 $58.59 On-Call Pay $18,700.00 $0.00 0.00% $18,700.00 $0.00 FICA/Medicare $54,073.94 $12,677.85 23.45% $41,396.09 $4,420.59 Office Supplies $2,000.00 $201.83 10.09% $1,798.17 $67.25 Traffic Light Supplies $22,500.00 $5,964.27 26.51% $16,535.73 $2,529.01 Sign Supplies $5,500.00 $169.20 3.08% $5,330.80 $0.00 City Highways Material $30,000.00 $13,496.96 44.99% $16,503.04 $6,196.99 Road Striping $12,000.00 $2,143.98 17.87% $9,856.02 $1,018.62 Winter Salt $84,000.00 $0.00 0.00% $84,000.00 $0.00 Winter Sand $700.00 $0.00 0.00% $700.00 $0.00 Winter Liquid Deicer Addi $15,000.00 $0.00 0.00% $15,000.00 $0.00 Building Supplies $2,000.00 $45.00 2.25% $1,955.00 $0.00 Uniforms $13,000.00 $2,899.73 22.31% $10,100.27 $766.06 Vehicle Repair Parts $85,000.00 $18,002.13 21.18% $66,997.87 $3,532.21 School Bus Parts $32,500.00 $8,866.94 27.28% $23,633.06 $1,995.29 Gasoline $25,000.00 $10,256.35 41.03% $14,743.65 $7,383.97 Oil $6,000.00 $4,530.76 75.51% $1,469.24 $55.58 Diesel Fuel $65,000.00 ($11,484.30) -17.67% $76,484.30 ($7,093.86) Diesel/Gasoline Non City $130,000.00 $34,515.62 26.55% $95,484.38 $19,108.44 Advertising $1,500.00 $1,500.00 100.00% $0.00 $0.00 Telephone/Internet $8,800.00 $1,752.71 19.92% $7,047.29 $372.39 Building Maintenance $30,000.00 $5,369.23 17.90% $24,630.77 $2,615.98 Generator Prevent Maint $630.00 $0.00 0.00% $630.00 $0.00 Tree Care $8,000.00 $2,517.60 31.47% $5,482.40 $1,198.75 Equipment Rental/Purchase $2,500.00 $0.00 0.00% $2,500.00 $0.00 Office Equipment Maintnce $2,500.00 $430.80 17.23% $2,069.20 $0.00 Travel & Training $5,400.00 $2,982.20 55.23% $2,417.80 $2,433.20 Utilities - Garage $16,000.00 $3,244.90 20.28% $12,755.10 $1,595.53 Utilities-Garage Heat $17,000.00 $371.55 2.19% $16,628.45 $0.00 Traffic Lights $37,000.00 $4,760.27 12.87% $32,239.73 $612.52 Vehicle Replacement $375,000.00 $333,257.77 88.87% $41,742.23 $0.00 Highway Paving $575,000.00 $105,543.51 18.36% $469,456.49 $1,632.00 7 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Curbs and Sidewalks $5,000.00 $0.00 0.00% $5,000.00 $0.00 Total HIGHWAY DEPARTMENT $2,385,946.83 $726,574.58 30.45% $1,659,372.25 $107,047.48 Total STREETS & HIGHWAYS $2,385,946.83 $726,574.58 30.45% $1,659,372.25 $107,047.48 CULTURE AND RECREATION RECREATION ADMINISTRATION Rec.Admin.Salaries-Perm. $186,428.14 $40,313.60 21.62% $146,114.54 $10,118.40 Leave Time Turn-In $5,994.00 $0.00 0.00% $5,994.00 $0.00 FICA/Medicare $14,195.87 $3,164.87 22.29% $11,031.00 $799.79 Office Supplies $2,900.00 $293.39 10.12% $2,606.61 ($23.68) Telephone $1,000.00 $228.38 22.84% $771.62 $76.42 Postage $500.00 $44.73 8.95% $455.27 $44.73 Dues and Subscriptions $1,000.00 $200.00 20.00% $800.00 $200.00 Scholarships $1,000.00 $0.00 0.00% $1,000.00 $0.00 Printing $3,600.00 $2,340.17 65.00% $1,259.83 $0.00 Software/Printer Contract $4,000.00 $0.00 0.53% $4,000.00 $0.00 Travel & Training $3,400.00 $3,080.00 90.59% $320.00 $0.00 Total RECREATION ADMINISTRATION $224,018.01 $49,665.14 22.17% $174,352.87 $11,215.66 PROGRAMS Salaries-Miscellaneous $0.00 $0.00 0.00% $0.00 ($253.00) Salaries-Programs $20,000.00 $5,359.70 26.80% $14,640.30 $3,993.00 FICA/Medicare $1,530.00 $420.33 27.47% $1,109.67 $286.71 General Supplies $14,400.00 $1,210.27 8.40% $13,189.73 $87.98 Advertising $2,200.00 $1,046.00 47.55% $1,154.00 $126.00 School Use $3,000.00 $0.00 0.00% $3,000.00 $0.00 Total PROGRAMS $41,130.00 $8,036.30 19.54% $33,093.70 $4,240.69 RED ROCKS PARK Printing $200.00 $46.53 23.27% $153.47 $0.00 Utilities $500.00 $77.22 15.44% $422.78 $34.63 Total RED ROCKS PARK $700.00 $123.75 17.68% $576.25 $34.63 FACILITIES Park Salaries $14,300.00 $12,804.00 89.54% $1,496.00 $1,540.00 FICA/Medicare $1,094.00 $1,043.06 95.34% $50.94 $117.81 Supplies $9,000.00 $591.68 6.57% $8,408.32 $289.82 Fuel-Gas $2,700.00 $159.92 5.92% $2,540.08 $0.00 Recreation Path Committee $500.00 $0.00 0.00% $500.00 $0.00 Electric-Jaycee Park $1,600.00 $287.18 17.95% $1,312.82 $140.75 Electric-Dorset Park $3,200.00 $215.51 6.73% $2,984.49 $107.07 Electric-Overlook Park $400.00 $50.12 12.53% $349.88 $24.83 Electric-Tennis Courts $600.00 $203.27 33.88% $396.73 $83.89 Facilities Improvements $32,000.00 $21,970.00 68.66% $10,030.00 $9,974.00 Capital Items $26,000.00 $26,000.00 100.00% $0.00 $0.00 Total FACILITIES $91,394.00 $63,324.74 69.29% $28,069.26 $12,278.17 8 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September LEISURE ARTS Senior Club Contract $3,500.00 $39.59 1.13% $3,460.41 $0.00 Chorus Directors $3,600.00 $36.09 1.00% $3,563.91 $0.00 Total LEISURE ARTS $7,100.00 $75.68 1.07% $7,024.32 $0.00 SPECIAL ACTIVITIES Adult Programs $28,000.00 $800.35 2.86% $27,199.65 $300.35 Jazzercise of Shelburne $8,000.00 $1,215.00 15.19% $6,785.00 $615.00 Special Events $5,500.00 $0.00 0.00% $5,500.00 $0.00 Swim Lessons-Sport/Fit Ed $6,000.00 $0.00 0.00% $6,000.00 $0.00 Youth Programs $30,000.00 $2,065.00 6.88% $27,935.00 $0.00 Driver's Education $20,000.00 $0.00 0.00% $20,000.00 $0.00 Great Escape Tickets $16,000.00 $10,677.00 66.73% $5,323.00 $5,811.00 Afternoon Skiing-Middle S $6,000.00 $0.00 0.00% $6,000.00 $0.00 Afternoon Skiing-Orchard $3,000.00 $0.00 0.00% $3,000.00 $0.00 Telephone $1,800.00 $196.66 10.93% $1,603.34 $99.10 Total SPECIAL ACTIVITIES $124,300.00 $14,954.01 12.03% $109,345.99 $6,825.45 COMMUNITY LIBRARY Library Salaries $281,622.64 $61,081.88 21.69% $220,540.76 $21,176.61 FICA/Medicare $21,544.13 $4,819.55 22.37% $16,724.58 $1,681.36 Library Supplies $5,556.00 $2,113.75 38.04% $3,442.25 $183.66 Books - Adult $15,000.00 $2,532.51 16.88% $12,467.49 $966.25 Books - Children $7,550.00 $245.97 3.26% $7,304.03 $121.03 DVDs/CDs-Adult $4,500.00 $916.26 20.36% $3,583.74 $351.86 DVDs/CDs-Children $1,800.00 $10.98 0.61% $1,789.02 $0.00 Program Supplies-Arts/Cra $1,450.00 $274.97 18.96% $1,175.03 $127.25 Blanchette Expenditures $12,000.00 $1,537.15 12.81% $10,462.85 $318.26 Blanchette/Subscriptions- $3,000.00 $0.00 0.00% $3,000.00 $0.00 Bookmobile Maintenance $1,000.00 $0.00 0.00% $1,000.00 $0.00 Postage $1,779.00 $24.32 1.37% $1,754.68 $0.00 Dues and Subscriptions $400.00 $0.00 0.00% $400.00 $0.00 Online & Print Subscripti $3,000.00 $1,242.73 41.42% $1,757.27 $55.25 School Use $62,500.00 $0.00 0.00% $62,500.00 $0.00 Community Programs $5,265.00 $160.00 3.04% $5,105.00 $160.00 Bookmobile $1,000.00 $56.20 5.62% $943.80 $56.20 Computer Operations $3,092.00 $129.00 4.17% $2,963.00 $0.00 Travel & Training $750.00 $0.00 0.00% $750.00 $0.00 Computer Improvements $2,400.00 $0.00 0.00% $2,400.00 $0.00 C/L Photocopier Lease Pri $1,967.00 $491.61 24.99% $1,475.39 $163.87 Total COMMUNITY LIBRARY $437,175.77 $75,636.88 17.30% $361,538.89 $25,361.60 CAPITAL/PARK MAINTENANCE Park Maint.Salaries-Perm. $158,920.13 $42,430.27 26.70% $116,489.86 $14,181.94 Leave Time Turn-In $1,000.00 $0.00 0.00% $1,000.00 $0.00 Park Maint.Sal.-Overtime $8,000.00 $141.24 1.77% $7,858.76 $0.00 Parks On Call $1,000.00 $0.00 0.00% $1,000.00 $0.00 FICA/Medicare $12,042.85 $3,483.30 28.92% $8,559.55 $1,159.11 9 Expenditure Report-September, 2014 General Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Park Supplies $21,000.00 $2,962.46 14.11% $18,037.54 $64.36 Homestead at Wheeler Park $4,500.00 $104.05 2.31% $4,395.95 $104.05 Total CAPITAL/PARK MAINTENANCE $206,462.98 $49,121.32 23.79% $157,341.66 $15,509.46 Total CULTURE AND RECREATION $1,132,280.76 $260,937.82 23.05% $871,342.94 $75,465.66 OTHER OPERATING ENTITIES County Court $124,000.00 $65,624.07 52.92% $58,375.93 $0.00 Winooski Valley Park $33,000.00 $0.00 0.00% $33,000.00 $0.00 C.C.T.A. $441,206.00 $147,068.67 33.33% $294,137.33 $0.00 Regional Planning $36,366.00 $36,366.00 100.00% $0.00 $0.00 Total OTHER OPERATING ENTITIES $634,572.00 $249,058.74 39.25% $385,513.26 $0.00 Total OTHER ENTITIES $634,572.00 $249,058.74 39.25% $385,513.26 $0.00 CURRENT PRINCIPAL, BONDS Public Works Facility $98,568.00 $0.00 0.00% $98,568.00 $0.00 Kennedy Dr Reconstrction $22,440.00 $0.00 0.00% $22,440.00 $0.00 Lime Kiln Bridge $22,440.00 $0.00 0.00% $22,440.00 $0.00 PENSION LIABILITY-PRINCIP $262,974.00 $0.00 0.00% $262,974.00 $0.00 F/D Building Improvements $30,090.00 $0.00 0.00% $30,090.00 $0.00 Police Headquarters $360,000.00 $0.00 0.00% $360,000.00 $0.00 Total CURRENT PRINCIPAL, BONDS $796,512.00 $0.00 0.00% $796,512.00 $0.00 CURRENT INTEREST, BONDS Public Works Facility $35,450.97 $0.00 0.00% $35,450.97 $0.00 Kennedy Dr Recnstrction $11,159.41 $0.00 0.00% $11,159.41 $0.00 Lime Kiln Bridge $11,159.41 $0.00 0.00% $11,159.41 $0.00 PENSION LIABILITY-INTERES $397,975.00 $0.00 0.00% $397,975.00 $0.00 Sewer Fund Note $13,000.00 $0.00 0.00% $13,000.00 $0.00 F/D Building Improvements $14,963.76 $0.00 0.00% $14,963.76 $0.00 Police Headquarters $248,634.00 $0.00 0.00% $248,634.00 $0.00 Total CURRENT INTEREST, BONDS $732,342.55 $0.00 0.00% $732,342.55 $0.00 Total GENERAL FUND $21,246,331.69 $5,885,211.37 27.70% $15,361,120.32 $2,820,123.73 Total All Funds $21,246,331.69 $5,885,211.37 27.70% $15,361,120.32 $2,820,123.73 10 Expenditure Report-September, 2014 Sewer Fund % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September W/POLLUTION CONTROL EXPS. Salaries-Permanent $402,028.47 $89,957.88 22.38% $312,070.59 $30,074.88 Payment to Highway-wages $269,134.38 $271,211.22 100.77% ($2,076.84) $269,826.66 Leave Time Turn-In $5,000.00 $0.00 0.00% $5,000.00 $0.00 Salaries-Overtime $40,000.00 $9,052.62 22.63% $30,947.38 $3,589.27 Payroll Svc & Testing to $700.00 $0.00 0.00% $700.00 $0.00 PAFO Certification $9,000.00 $0.00 0.00% $9,000.00 $0.00 Sick Bank Payouts $13,500.00 $0.00 0.00% $13,500.00 $0.00 Fringe Benefits $600.00 $83.00 13.83% $517.00 $0.00 FICA/Medicare $33,588.30 $7,502.04 22.34% $26,086.26 $2,551.16 Payment to Highway-FICA/M $20,319.65 $20,319.65 100.00% $0.00 $20,319.65 Nontaxable Fringe Ben. $1,775.00 $0.00 0.00% $1,775.00 $0.00 Vision Plan $793.89 $0.00 0.00% $793.89 $0.00 Disability Income $1,515.36 $287.49 18.97% $1,227.87 $95.83 Long Term Disability Insu $0.00 $499.83 100.00% ($499.83) $166.61 Group Health Insurance $88,407.40 $22,455.63 25.40% $65,951.77 $7,485.21 Benefit Reimbursed to Hig $70,431.00 $70,431.00 100.00% $0.00 $70,431.00 Group Life Insurance $1,278.00 $286.65 22.43% $991.35 $95.55 Group Dental Insurance $6,038.79 $1,628.49 26.97% $4,410.30 $542.83 Pension $65,889.93 $0.00 0.00% $65,889.93 $0.00 ICMA Match $9,764.42 $2,350.37 24.07% $7,414.05 $796.00 Pension Payment to Highwa $81,640.00 $81,640.00 100.00% $0.00 $81,640.00 Pension Note Payment $38,675.00 $0.00 0.00% $38,675.00 $0.00 Office Supplies $0.00 $769.31 100.00% ($769.31) $120.02 Plant Supplies $60,000.00 $15,425.73 25.71% $44,574.27 $2,291.41 Ferrous Chloride $2,000.00 $0.00 0.00% $2,000.00 $0.00 Polymer $63,000.00 $15,722.10 24.96% $47,277.90 $3,920.60 Sewer Line Maint/Supplies $20,000.00 $819.65 4.10% $19,180.35 $819.65 Pumping Station Supplies $25,000.00 $587.33 2.35% $24,412.67 $0.00 Laboratory Supplies $10,000.00 $2,530.90 25.31% $7,469.10 $739.37 Paint and Hardware $300.00 $0.00 0.00% $300.00 $0.00 Caustic Soda and Lime $45,000.00 ($662.92) -1.47% $45,662.92 ($5,725.00) Alum $35,000.00 $7,791.27 22.26% $27,208.73 $0.00 Water-Airport-B/B-Pump $2,000.00 $217.87 10.89% $1,782.13 $0.00 Generator Preventive Main $3,000.00 $0.00 0.00% $3,000.00 $0.00 Clothing Supplies $2,500.00 $469.96 18.80% $2,030.04 $0.00 Truck Parts $8,000.00 $3,300.15 41.25% $4,699.85 $572.03 Gas - Diesel Fuel - Oil $20,000.00 $3,907.89 19.54% $16,092.11 $1,149.75 Fuel - Airport Parkway $55,000.00 $3,012.35 5.48% $51,987.65 $0.00 Fuel - Bartlett Bay $6,000.00 $80.55 1.34% $5,919.45 $0.00 Advertising $600.00 $0.00 0.00% $600.00 $0.00 Telephone and Alarms $5,500.00 $1,012.40 18.41% $4,487.60 $183.42 Postage $100.00 $0.00 0.00% $100.00 $0.00 Memberships/Dues $300.00 $0.00 0.00% $300.00 $0.00 Discharge Permits $7,500.00 $0.00 0.00% $7,500.00 $0.00 Workers Comp Insurance $16,000.00 $7,654.27 47.84% $8,345.73 $4,064.05 Property Insurance $46,700.00 $24,840.90 53.19% $21,859.10 $11,861.95 Unemployment Insurance $2,000.00 $597.48 29.87% $1,402.52 $0.00 1 Expenditure Report-September, 2014 Sewer Fund % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September Safety $5,000.00 $0.00 0.00% $5,000.00 $0.00 Billing Payment to CWD $36,175.00 $0.00 0.00% $36,175.00 $0.00 Soil/Sludge Management $100,000.00 $1,834.20 1.83% $98,165.80 $1,499.60 Discharge Water Testing $1,500.00 $200.00 13.33% $1,300.00 $125.00 Landfill Fees $4,000.00 $383.06 9.58% $3,616.94 $0.00 To GF-Audit/Actuary $0.00 $6,214.00 100.00% ($6,214.00) $6,214.00 Auditing $6,214.00 $0.00 0.00% $6,214.00 $0.00 Engineering/Consulting $40,000.00 $2,040.00 5.10% $37,960.00 $0.00 Landfill Engineering $12,000.00 $490.52 4.09% $11,509.48 $0.00 PMT TO STORMWATER-GIS $4,000.00 $0.00 0.00% $4,000.00 $0.00 Office Equipment Contract $500.00 $0.00 0.00% $500.00 $0.00 Wireless Communication $500.00 $103.98 20.80% $396.02 $0.00 Administrative Services $150,335.71 $150,335.71 100.00% $0.00 $150,335.71 Burlington Sewer Lines $208,000.00 $106,384.64 51.15% $101,615.36 $0.00 Travel & Training $3,000.00 $487.00 16.23% $2,513.00 $439.00 Utilities-Pumping Station $60,000.00 $7,852.46 13.09% $52,147.54 $1,809.54 Utilities--L/Fill Station $5,500.00 $1,195.12 21.73% $4,304.88 $0.00 Electric-Airport Parkway $175,000.00 $36,796.81 21.03% $138,203.19 $0.00 Electric-Bartlett Bay $115,000.00 $18,144.95 15.78% $96,855.05 $8,467.25 Building Improvements $15,000.00 $0.00 0.00% $15,000.00 $0.00 Pumps Replacements $70,000.00 $0.00 0.00% $70,000.00 $0.00 Pump Repairs $30,000.00 $4,591.21 15.30% $25,408.79 $4,591.21 Loan for Airport Parkway $1,272,059.74 $0.00 0.00% $1,272,059.74 $0.00 Bartlett Bay Bond Replace $245,000.00 $0.00 0.00% $245,000.00 $0.00 Scope BTV/SB Sewer $0.00 $1,188.00 100.00% ($1,188.00) $0.00 Total W/POLLUTION CONTROL EXPS. $4,154,364.04 $1,004,024.72 24.17% $3,150,339.32 $681,093.21 Total ENTERPRISE FUND/W.P.C. $4,154,364.04 $1,004,024.72 24.17% $3,150,339.32 $681,093.21 Total All Funds $4,154,364.04 $1,004,024.72 24.17% $3,150,339.32 $681,093.21 2 Expenditure Report-September, 2014 Stormwater Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September S/WATER UTILITIES EXPS Salaries-Permanent $247,082.26 $56,224.78 22.76% $190,857.48 $18,813.38 Leave Time Turn-In $3,000.00 $0.00 0.00% $3,000.00 $0.00 Salaries-Overtime $20,000.00 $625.63 3.13% $19,374.37 $0.00 Payroll Svc & Testing to $480.00 $0.00 0.00% $480.00 $0.00 Fringe Benefits $1,890.00 $636.27 33.67% $1,253.73 $0.00 FICA/Medicare $20,532.91 $4,713.06 22.95% $15,819.85 $1,561.74 Vision Plan $467.39 $0.00 0.00% $467.39 $0.00 Disability Income Insuran $838.56 $234.48 27.96% $604.08 $78.16 Group Health Insurance $45,797.72 $10,388.58 22.68% $35,409.14 $3,462.86 Reimburse to Highway Bene $9,125.00 $9,125.00 100.00% $0.00 $9,125.00 Health Insurance FICA $867.51 $0.00 0.00% $867.51 $0.00 Group Life Insurance $759.00 $242.55 31.96% $516.45 $80.85 Group Dental Insurance $4,248.78 $1,112.56 26.19% $3,136.22 $343.84 Pension $21,796.85 $0.00 0.00% $21,796.85 $0.00 ICMA Match $9,349.01 $2,371.01 25.36% $6,978.00 $733.64 Pension Note Payment $26,510.00 $0.00 0.00% $26,510.00 $0.00 Office Supplies $3,000.00 $38.19 1.27% $2,961.81 $0.00 Small Equipment/Tools $4,000.00 $1,376.39 34.41% $2,623.61 $25.99 Uniforms/Supplies $3,582.35 $255.07 7.12% $3,327.28 $61.20 Gasoline $4,500.00 $743.26 16.52% $3,756.74 $271.69 Oil $350.00 $5.12 1.46% $344.88 $0.00 Diesel Fuel $8,500.00 $2,325.01 27.35% $6,174.99 $1,419.80 Permit Requirement-Educat $12,700.00 $8,900.00 70.08% $3,800.00 $0.00 Telephone $2,850.00 $511.05 17.93% $2,338.95 $25.70 Postage $300.00 $0.00 0.00% $300.00 $0.00 Membership/Dues $500.00 $0.00 0.00% $500.00 $0.00 Discharge Permits Renewal $5,000.00 $135.20 2.70% $4,864.80 $0.00 Workers Comp Insurance $5,386.00 $2,576.62 47.84% $2,809.38 $1,368.06 Property Insurance $17,990.00 $8,606.27 47.84% $9,383.73 $4,569.52 Unemployment Insurance $2,000.00 $597.46 29.87% $1,402.54 $0.00 GIS-Fees/Software $20,000.00 $0.00 0.00% $20,000.00 $0.00 Sediment & Depris Disposa $750.00 $0.00 0.00% $750.00 $0.00 Water Quality Monitoring $50,000.00 $0.00 0.00% $50,000.00 $0.00 Building/Grounds Maint $1,500.00 $0.00 0.00% $1,500.00 $0.00 Vehicle Maintenance $9,500.00 $772.91 8.14% $8,727.09 $362.85 Storm System Maint Materi $65,000.00 $19,353.60 29.77% $45,646.40 $18,147.00 Printing $100.00 $0.00 0.00% $100.00 $0.00 Legal Services $15,000.00 $1,087.50 7.25% $13,912.50 $1,087.50 To GF-Audit and Actuary $3,555.00 $3,555.00 100.00% $0.00 $3,555.00 Engineering-Watershed $28,000.00 $0.00 0.00% $28,000.00 $0.00 Engineering-Nghbrhd Asst $24,000.00 $288.00 1.20% $23,712.00 $0.00 Billing Payment CWD $36,175.00 $0.00 0.00% $36,175.00 $0.00 IT/Computer Support $13,300.00 $0.00 0.00% $13,300.00 $0.00 Office Equipment Maintena $1,000.00 $0.00 0.00% $1,000.00 $0.00 Equipment Rental $1,500.00 $0.00 0.00% $1,500.00 $0.00 Administrative Services $134,391.55 $134,391.55 100.00% $0.00 $134,391.55 Conference/Training Expen $3,000.00 $1,329.20 44.31% $1,670.80 $1,329.20 1 Expenditure Report-September, 2014 Stormwater Fund Year-to-Date % Budget FY 2015 Account Budget Expenditures Expended $ (+/-) Paid September S/W Bldg Utilities $3,500.00 $392.92 11.23% $3,107.08 $173.35 Stormwater Pumps Electric $480.00 $46.46 9.68% $433.54 $22.23 Vehicles/Equipment $200,000.00 $96,557.42 48.28% $103,442.58 $0.00 Stormwater Capital Projec $1,025,300.00 $24,200.51 2.36% $1,001,099.49 $18,147.00 Office Furniture/Equipmen $1,000.00 $0.00 0.00% $1,000.00 $0.00 Project Notes Princ/Inter $100,000.00 $0.00 0.00% $100,000.00 $0.00 Flow Restoration Plan Ana $250,000.00 $7,552.50 3.02% $242,447.50 $0.00 Reimbursement to Highway $17,083.70 $17,083.70 100.00% $0.00 $17,083.70 Total S/WATER UTILITIES EXPS $2,487,538.59 $418,354.83 16.82% $2,069,183.76 $236,240.81 Total STORM WATER UTILITIES $2,487,538.59 $418,354.83 16.82% $2,069,183.76 $236,240.81 Total All Funds $2,487,538.59 $418,354.83 16.82% $2,069,183.76 $236,240.81 2 From: Donald Cummings [mailto:d.r.cummings@att.net] Sent: Thursday, October 16, 2014 7:45 AM To: Meaghan Emery; Pat Nowak; Chris Shaw; Helen Riehle Cc: Paul Swagenhofer; Fred Kosnitsky; Sam Swanson; Keith Epstein; Linda McGinnis; Karen McKenny; Marcy Murray; Patricia Tashiro; Ilona Blanchard; Kevin Dorn; Steve Roy Subject: A Request for Your Approval of the Georgetown University Energy Prize Program Plan Attachments: GUEP Program Plan Oct 15.docx Dear Councilors Emery, Nowak, Riehle and Shaw, The Energy Committee has made incredible progress on the Program Plan for the Georgetown University Energy Prize. We are on the October 20th council meeting agenda to review it and get approval for this plan before we submit it on November 10th. We have stayed pretty close to the outline that we reviewed with you when we submitted our application to G.U. but we have added more detail about what we plan to do, who we have lined up to help and how we plan to go about doing it. The Program Plan is large but if you have the time we ask you to take a look at the whole thing. We think it will give you a clear view of how comprehensive our scope is. If you have limited time we suggest that you look at the Executive Summary and concentrate your attention on Section 2 which contains a summary of the programs we plan to pursue and skim the rest. The attachments will provide a little more detail about how an individual effort should roll out. You will find the level of detail for these efforts varies based on how far along in the planning process we are with that effort. These plans will fill in over the next few months before the competition actually begins. Please note that there will be minor adjustments to this document over the next few weeks before submission on 11/10/14 as we are expecting additional backup material to add to the appendices and we need to complete a final review of the wording and grammar. This document does not limit us in anyway – it is intended to demonstrate to the reviewers that we are serious and capable and that we deserve to be part of the competition. It will also be our initial road map. We will think of more projects that we should undertake and based on priorities and resources we will make course corrections over time. Our time on the agenda is brief so we plan to hit the highlights and have a few minutes for questions and then ask for you approval to submit our Program Plan. We look forward to talking to you on Monday night, October 20th. Keith and Don Co‐Coordinators for the Georgetown University Energy Prize Georgetown University Energy Prize City of South Burlington, Vermont Program Plan 10/15/2014 10/15/2014 South Burlington, Vermont 2 10/15/2014 South Burlington, Vermont 3 Executive Summary Vermont is ranked as the most energy‐efficient state in the nation in at least one study1, and South Burlington is one of the state’s leading communities in this effort. Yet we recognize that our success to date is just the beginning, and the Georgetown University Energy Prize (GUEP) provides the perfect catalyst to accelerate our actions towards meeting our goals. South Burlington’s entry in the GUEP has already engaged hundreds of committed individuals from across the spectrum of our 18,000 citizens; drawing from businesses, utilities, teachers, parents, students, nonprofits and city leaders. Who? These efforts are being organized and led by the South Burlington Energy Committee (SBEC), formed in 2008 by the City Council with the mission "to promote energy conservation, energy efficiency, and the use of renewable energy resources among the city's residents, businesses, and in municipal affairs”. The GUEP challenge has enabled the SBEC to generate tremendous excitement and action around this important mission, and we have created a brand called the South Burlington Energy Prize (SBEP) to promote our GUEP efforts in the community. What? The Energy Committee proposes to achieve “20 by 2020” — a 20% reduction in CO2 emissions by 20202. Over the next two years, the GUEP will be the cornerstone of a rapid acceleration of our community’s progress towards this goal. Building on our successes to date, we will pursue awareness, engagement, and action on energy efficiency and conservation. Although we expect to make great progress with efficiency and conservation, we realize we must also promote the transition to net‐metered renewable energy to meet our goals. How? We have established 8 core actions and teams to meet the GUEP objectives. Highlights of those actions are as follows, with details in Section 2. 1. Overall Awareness, Outreach, Marketing, and Education Build community awareness, engagement, and action for existing efficiency programs and new programs that are developed for GUEP. 2. Reduce Residential Electricity Use Tap into the Opower program with Efficiency Vermont to elicit behavioral changes and efficiency upgrades, implement targeted marketing for high‐use opportunities (e.g., electric heat), and execute neighborhood energy mapping and other projects that are in development. 3. Reduce Residential Natural Gas Use Partner with Vermont Gas (VGS) to develop a “Social Norming” program to enable customers to compare their usage to their neighbors’ and motivate them to become more efficient, to streamline and build VGS sales techniques into the audit and weatherization process, and to promote SBEP through customer bills. 4. Reduce Municipal Electric and Natural Gas Usage Implement the Energy Efficiency Policy, track usage with Portfolio Manager, and utilize a Public Purpose Energy Services Company (PPESCO) to identify, fund, and implement energy efficiency retrofits. 5. Schools Build energy understanding through curriculum integration, motivate facilities retrofits using the PPESCO model, and utilize renewable energy. 6. Strengthen Municipal Planning for Energy Efficiency Update the Comprehensive Plan and Land Development Regulations with an eye towards energy efficiency. 7. Municipal Photovoltaic Generation Install a large net‐metered solar system on a closed landfill. 8. Residential Photovoltaic Generation Promote residential and community solar installations. Continued 1. http://www.benningtonbanner.com/localnews/ci_26690790/wallethub‐study‐labels‐vt‐most‐energy‐efficient‐state 2. Using a 2008 baseline established when the SBEC was created. 10/15/2014 South Burlington, Vermont 4 Measurement: We have partnered with Efficiency Vermont, Green Mountain Power, and Vermont Gas for measurement capabilities. In addition to the required reporting to the GUEP team, we will publicize the quarterly measurements in our local newspaper. Innovation, Scalability & Potential for Replication: We plan for our marketing and outreach program to reach 100% of South Burlington residents to engage them, in new and fun ways, in energy conservation & efficiency. In each of our core actions, particular attention has been paid to strategies that could easily be replicated by other similar communities, and we are committed to sharing our lessons learned and templates with others. Each of our institutional partners is considered an innovator in their respective fields, and understands the importance of making our “pilot” efforts scalable in order to help Vermont reach its goal of 90% renewable energy by 2050. 10/15/2014 South Burlington, Vermont 5 Table of Contents Executive Summary ........................................................................................................................................ 32 1. Program Management and Partners .................................................................................................... 76 Description of Program leadership and management .................................................................................... 76 How the Program will be staffed and funded ..................................................................................................... 76 How the community at large will be engaged and motivated ......................................................................... 7 How the local government will be involved and what commitments it will make ................................. 7 Municipal incentives that are planned via local regulation zoning, taxation, etc. ................................ 87 Involvement of businesses or business groups (even though their energy use isn’t counted) ........ 87 Benefits and incentives available from utilities’ official energy efficiency programs ......................... 87 Involvement by citizen groups and major landlords .................................................................................... 109 Involvement of other partnering organizations (including letters of commitment) ........................ 109 2. Energy Savings Plan ................................................................................................................................... 10 An overall summary of the planned program, including relevant methods and technologies ........ 10 Overall Awareness, Outreach, Marketing & Education ......................................................................................... 1110 Reduce Residential Electricity Usage ........................................................................................................................... 1110 Reduce Residential Natural Gas Usage ........................................................................................................................ 1312 Reduce Municipal Electricity / Natural Gas Usage .................................................................................................. 1413 Schools ....................................................................................................................................................................................... 1413 Municipal Planning ............................................................................................................................................................... 1615 Municipal Photovoltaic Solar Generation ................................................................................................................... 1615 Residential Photovoltaic Solar ......................................................................................................................................... 1716 How the program will reach diverse aspects of the community ........................................................... 1817 How energy retrofits and other capital improvements will be included in the Program ............ 1817 Types of retrofits that will be encouraged ................................................................................................................. 1918 Retrofit financing (preferably with no cash from current property owners) ............................................. 1918 Retrofit business resources .............................................................................................................................................. 1918 Retrofit marketing and sales strategies ....................................................................................................................... 1918 Adoption Goals / Goals for Reduction in Electrical and Natural Gas Demand ............................................ 1918 How the Program will target high‐return opportunities ......................................................................... 2019 Affordable housing / Residential rentals / Buildings in historic neighborhoods ...................................... 2019 How the community will measure and evaluate the success of the Program ................................... 2019 Long‐term components that won’t affect energy usage during the two years of Stage 3 ............. 2019 3. Utility Data Reporting ........................................................................................................................... 2019 How the Program leadership will work with the community’s electric and gas utilities ............. 2019 How the utility will identify residential energy consumers in order to aggregate their energy use . 2019 How the community and utilities identified municipal accounts to aggregate their energy use ........ 2019 A list of the municipal accounts ...................................................................................................................................... 2119 4. Innovation ................................................................................................................................................ 2120 Innovative aspects of the Program ................................................................................................................... 2120 5. Potential for Replication ..................................................................................................................... 2220 Procedural aspects that may be particularly well suited for replication in other communities 2220 6. Likely Future Performance ................................................................................................................. 2423 Why energy savings will be permanent & additional savings will continue after the competition ....................................................................................................................................................................................... 2423 How aspects of the Program could become institutionalized through policies and other means. ..... 2423 10/15/2014 South Burlington, Vermont 6 The systems or approaches that will be used to collect, manage, and exploit relevant data ................ 2523 7. Education .................................................................................................................................................. 2523 Local K‐12 school system involvement ........................................................................................................... 2523 Community‐wide educational programs ........................................................................................................ 2523 8. Prize Purse ............................................................................................................................................... 2524 Ideas for using the Prize ....................................................................................................................................... 2524 Appendices .................................................................................................................................................... 2725 Appendix A: Project Detail for our Awareness, Outreach, Marketing and Education Efforts .... 2826 Appendix B: Project Detail for Residential Electric Efforts .................................................................... 3533 Appendix C: Project Detail for Residential Natural Gas Efforts ............................................................. 3634 Appendix D: Major Milestones for Municipal Energy Efforts ................................................................. 3836 Appendix E: Project Detail for School Energy Efforts ............................................................................... 3937 Appendix F: Project Detail for Municipal Planning Energy Efforts ...................................................... 4441 Appendix G: Project Detail for Municipal Solar (PV) Efforts .................................................................. 4744 Appendix H: Project Detail for Residential Solar (PV) Efforts ............................................................... 4945 10/15/2014 South Burlington, Vermont 7 1. Program Management and Partners Description of Program leadership and management The South Burlington Energy Committee (SBEC) is organizing the City of South Burlington’s entry in the Georgetown University Energy Prize competition. The Energy Committee was formed in 2008 by the City Council with a mission "to promote energy efficiency, affordable energy, and lessen our reliance (per capita) on non‐renewable energy resources.” Our role has been to develop and implement programs that promote conservation, efficiency, and renewable energy resources among the city's residents and businesses, and in municipal operations. We have 10 volunteer members who apply to the City Council for 3‐year terms. As we have completed projects that save residents, businesses, and municipal operations energy and money, we have developed a trusting, working relationship with city staff, the City Council, residents, and businesses. Over the past few months, we have developed a brand called the South Burlington Energy Prize (SBEP). The South Burlington Energy Prize team is led by the South Burlington Energy Committee with additional members being from the community, city government, and our partners. Each partner has a liaison on the SBEP team who is the primary point of contact between the SBEP team and the partner. We have the following roles on our team so far: Overall Project Co‐Coordinators (2), Volunteer Coordinator, Marketing and Communication Coordinator, Grants and Sponsorships Coordinator, Treasurer, Residential Electrical Efforts Champion, Residential Natural Gas Efforts Champion, Community Group Outreach Coordinator, Public Outreach Coordinator (includes social media), Municipal Efficiency Efforts Champion, and Schools Champion. Note: as we progress through the competition, we expect that our team will grow and new roles will be developed. The SBEC meets monthly, and since we are a public body, we are subject to the Vermont Open Meeting Law. This requires but is not limited to warning our meetings, holding them in a publicly accessible place, and keeping accurate minutes and agendas. For the duration of the GUEP, the monthly SBEC meetings will be focused on Energy Prize design, status updates, problem solving, and administration. Between the monthly meetings, small project teams meet to work on project details. How the Program will be staffed and funded The SBEP team is comprised mainly of community volunteers, with strong collaboration with city staff and elected City Council members. Our utility partners have employees who have been assigned to work on Energy Prize projects as part of their jobs. Our school partners are performing some Energy Prize work as part of their work and some as additional volunteer work. We have requested and received two $10,000 sponsorships from our utility partners, Efficiency Vermont and Vermont Gas. A local marketing firm has donated services for brand development, marketing and outreach planning, and website development. To fund the rest of our expenses, we plan to seek additional grants and business sponsorships. How the community at large will be engaged and motivated Through our outreach efforts to date, we have engaged hundreds of people in conversations about working with us to save energy. As we go forward, we plan to reach out in various ways to every resident of the city. Additional information about our marketing/outreach can be found in section 2. How the local government will be involved and what commitments it will make Our City Council recently adopted an Energy Efficiency Policy that was developed through collaboration between the Energy Committee and city staff. City Council has directed the City Manager to implement the policy, with assistance from the Energy Committee. The GUEP Program Plan has been approved by City Council prior to submission, and therefore has the backing of the highest level of authority within the City. 10/15/2014 South Burlington, Vermont 8 Municipal incentives that are planned via local regulation zoning, taxation, etc. Through a partnership with a local college, Champlain College, a student team from an Environmental Policy class is exploring implementing a policy whereby all building permit fees would be waived for energy efficiency projects. The team is meeting with the Director of Planning and Zoning to understand the current fee structure and what it would take to change it to promote home energy retrofits. They will prepare a recommendation to City Council members who will make the final decision about implementation. Involvement of businesses or business groups (even though their energy use isn’t counted) We do not yet have commitments from businesses or business groups, but we plan to seek mutually beneficial partnerships and sponsorships with local businesses. Benefits and incentives available from utilities’ official energy efficiency programs The City of South Burlington is served by three utilities: (1) an electricity efficiency utility – Efficiency Vermont, (2) a natural gas provider and efficiency utility – Vermont Gas Systems, and (3) an electricity utility – Green Mountain Power. Efficiency Vermont provides electricity conservation services for Green Mountain Power’s customers. Efficiency Vermont provides electricity efficiency incentives, technical assistance, and some all‐fuels building‐ envelope efficiency services for South Burlington’s residential and municipal energy consumers. Vermont Gas provides building‐envelope efficiency and gas‐heating‐equipment efficiency services for South Burlington’s residential and municipal energy consumers. Efficiency Services Provided by Efficiency Vermont South Burlington’s residential and municipal government electricity consumers are served by Vermont’s efficiency utility, Efficiency Vermont. Efficiency Vermont provides rebates and other financial incentives and technical assistance to help Vermont consumers reduce their energy bills by making efficiency improvements in their electricity‐consuming buildings, equipment and lighting. (See https://www.efficiencyvermont.com and click the “About Us” tab and then the “Oversight, Reports & Plans” link.) Efficiency Vermont Programs Serving Residential Customers Rebates are offered for efficient appliances, electronics, and lighting for the entire residential marketplace. There are incentives available for customers who pursue an energy audit and implementation efforts through the Home Performance with ENERGY STAR program. When building new, the Vermont ENERGY STAR Home program provides technical assistance and financial incentives toward high‐efficiency new construction projects. Efficiency Vermont Programs Serving Multifamily Residential Properties Efficiency Vermont provides free compact fluorescent light bulbs (CFLs), low‐flow shower heads, and faucet aerators, as well as rebates on energy‐efficient refrigerators and ventilation fans to residential rental property owners. The Building Performance program helps owners improve the insulation and air sealing of their rental properties. Rental property owners can also use Efficiency Vermont’s standard rebates for installing a wide range of new, energy‐efficient equipment. Custom rebates and technical assistance may also be available for technologies or projects not listed on Efficiency Vermont’s rebate forms. 10/15/2014 South Burlington, Vermont 9 Efficiency Vermont Programs Serving Municipalities Efficiency Vermont has a range of services in place that help municipalities save energy. Compiling data on municipal energy bills, identifying and prioritizing energy saving opportunities, and securing the right combination of funding and financing are some key first steps. For project implementation, the Building Performance Program rebates will reduce the cost of audits and insulation upgrades, i.e., Efficiency Vermont offers up to $5,100 per building to help pay for energy efficiency improvements completed by a participating Building‐ Performance‐Institute‐(BPI)‐certified contractor. Efficiency Vermont’s Municipal Street Lighting Program is designed to help Vermont municipalities upgrade their older, less efficient lighting technologies in street and public spaces with energy‐efficient light emitting diode (LED) lighting. Wastewater treatment facilities (WWTFs) can account for 50% or more of municipal electrical costs. Efficiency Vermont provides significant financial support for conducting a comprehensive energy audit of each facility to help identify energy saving opportunities. Further, Efficiency Vermont provides financial incentives for the actual efficiency upgrades at the facility. Efficiency Services Provided by Vermont Gas Vermont Gas offers the following programs to assist their customers with improving the efficiency of energy use. Residential Equipment Replacement Program Residential New Construction Program Residential Retrofit & Master‐metered Program Commercial New Construction Program Commercial Equipment Replacement Program Commercial Retrofit Program Summary of the efficiency services provided to residential, municipal and school customers: Residential equipment replacement Vermont Gas offers incentives for installing high‐efficiency hot water and space‐heating equipment replacements to high‐use residential natural gas consumers. Residential retrofit Qualifying customers may obtain a free energy audit and incentives for installing new high‐efficiency equipment. Residential (both single‐family and multifamily) new construction Vermont Gas collaborates with Efficiency Vermont on providing incentives for increasing the energy efficiency of new buildings. Vermont Gas provides incentives for high‐efficiency hot water and space‐heating equipment for its customers that complement the building‐envelope incentives offered by Efficiency Vermont. For large master‐metered multifamily housing buildings, Vermont Gas provides analyses of mechanical, thermal, and hot‐water efficiency measures where buildings are heated with natural gas; and it partners with Efficiency Vermont to offer builders comprehensive building‐energy‐efficiency incentives. Municipal and school buildings are eligible for services provided to Vermont Gas’ commercial customers Commercial new construction — Vermont Gas offers a review of building plans and an energy analysis of potentially cost‐effective natural gas saving measures. Vermont Gas supplies the customer with energy‐efficient equipment information, technical assistance and information about high‐energy performance construction techniques and building materials. Vermont Gas offers negotiated incentives for efficiency measures new to the marketplace. Commercial replacement — Vermont Gas offers cash incentives to customers who commit to replacing old hot‐water‐heating, space‐heating and process‐heating equipment with qualifying cost‐effective high‐efficiency models. 10/15/2014 South Burlington, Vermont 10 Commercial retrofit — Vermont Gas offers free walk‐through audits to identify potentially cost‐effective efficiency measures. Engineering assistance is provided where cost‐effective measures are identified during the walk‐through evaluation, and financial incentives are offered to customers who install certain efficiency projects. For details, see the Vermont Gas Systems 2013 Annual Demand‐Side Management Report at http://www.vermontgas.com/efficiency_programs/links.html. Involvement by citizen groups and major landlords We are working with a large private landlord to understand how we can best reach the rental segment of residential housing. Vermont Gas and Efficiency Vermont have standard programs and incentives as well as custom programs that apply, but these are rarely used. Working with one landlord to understand their needs and challenges will provide an opportunity to develop initiatives that we can then expand to many other apartment owners. Involvement of other partnering organizations (including letters of commitment) As submitted with our application, we have commitments of support from two major partners: Efficiency Vermont and Vermont Gas. Also submitted at that time were letters of support from Green Mountain Power and the Vermont Interfaith Power and Light organization. In addition to these commitments of support and the resulting programs you will find described in section 2, we have made a very exciting connection with a local college. We have partnered with the Environmental Policy Department of Champlain College to work with the fall semester of the sophomore level Environmental Policy class so that they can help with several SBEP projects. Members of the committee worked with the instructor to develop five work areas. Groups of three to four students have started on the projects, and they will submit their project work to the committee by the end of the semester. We expect that this collaboration will: (1) provide useful data and/or end products to use in reducing energy use in South Burlington, (2) provide the students with valuable real world experiences that enhance their environmental education, and (3) result in continuing partnerships with Champlain College and other local post‐secondary schools (such as the University of Vermont, Saint Michael’s College, and Community College of Vermont). Our Energy Committee also plans to work with South Burlington High School to encourage students to meet their service learning requirements by working on SBEP projects over the next two years. We believe that these learning opportunities for both high school and college students could be continued beyond the competition period, and the programs we establish in South Burlington could be replicated in many communities of all sizes around the country. We have begun our outreach to other community organizations, but do not yet have other commitments. 2. Energy Savings Plan An overall summary of the planned program, including relevant methods and technologies When we heard about the Georgetown University Energy Prize, in September 2013, we were certain that it was just what we needed to raise awareness in the community and to galvanize our residents into action. We started to organize our efforts then with the idea that we would launch our activities early if we were able. You will see that in many cases we have done just that with other efforts timed to start on or around 1/1/15. We have summarized the key areas where we are focusing below and have supplied additional detail in appendices. 10/15/2014 South Burlington, Vermont 11 Overall Awareness, Outreach, Marketing & Education Vermont has had, for many years, very good programs to help its businesses, residents and municipalities to become more energy efficient. While some progress has been made, there is so much more to do to motivate people to take advantage of these existing programs. Our feeling is that we need to take the marketing and promotion of these programs beyond the intellectual message of “we can save you $x”. Our program will touch people on many levels and in many different ways. These messages will be presented in fun, clever, colorful, engaging, cute and sometimes quirky ways to catch people’s attention and to motivate them to act. This messaging is intended (1) to reinforce the financial messaging that saving energy is one way to improve one’s financial future, and (2) to emphasize the importance of energy conservation to our collective economic and environmental future. We have built a broad team, including a behavioral psychologist, a marketing partner, our local utilities and other local partners to develop a program that will raise understanding, commitment, and participation within the community to conserve energy, implement upgrades to become more efficient, and seek out sources of renewable energy. We have developed a Facebook page (https://www.facebook.com/energyprize), a website (http://energyprize.org), a marketing plan showing messaging and media to be used, and we have begun the creative and design process for advertisements to be posted on social media and printed in our local newspaper, the South Burlington Other Paper. Our public event team has built a plan and begun our “person‐to‐person” outreach campaign to table at public events in South Burlington. At these events, we offer kids and adults fun games & activities, energy‐saving tips, handouts, energy‐saving gifts or prizes (supplied by donors like Efficiency Vermont) and information about the Energy Prize and what we all need to do to win. Another group is focused on outreach to possible partnering community groups and organizations. This team has built a preliminary plan and has begun making presentations to various groups while asking for their support and participation. We have begun working with a local financial planner to develop residential energy efficiency education for financial planners. The education will be designed to show financial planners that investing in home energy efficiency is fiscally sound, and it will provide them with the tools they need to recommend home energy efficiency as an investment strategy to their clients. There are still many details to be worked out, but this concept has the potential to significantly increase investment in home energy retrofits. As of the end of September 2014, our fundraising team has received 2 major grants to help fund this effort ($10,000 from Vermont Gas and $10,000 from Efficiency Vermont). The team is developing grant applications and appealing to local businesses and organizations to fund an additional $15,000. For more detail, see Appendix A: Project Detail for our Awareness, Outreach, Marketing and Education EffortsAppendix A: Project Detail for our Awareness, Outreach, Marketing and Education Efforts to find a Project Charter that contains major milestones. Also included is our current media plan and details about several of the sub‐projects for outreach. Reduce Residential Electricity Usage We will be working with Efficiency Vermont (EVT), our energy efficiency utility, on several projects EVT is implementing a statewide Opower program that is expected to reach 40% of the state’s residential electric customers with mailings containing messaging that compares their electric use to their neighbors’ (using “social‐norming” principles). Through this program, customers in South Burlington and elsewhere will receive tips and encouragement to conserve energy and improve their homes’ efficiency. Not everyone will receive mailings by program design, but 100% of the customers will have information about their usage and energy saving tips and recommendations through an EVT branded web portal. We will be promoting use of this website through our Marketing/Outreach Program as a way for our residents to learn how to save energy and to help us win the prize. We are also working with EVT to co‐brand the web portal with South Burlington Energy Prize information for South Burlington residents. 10/15/2014 South Burlington, Vermont 12 Rollout of this project will begin in late 2014 and continue through 2015. EVT will work with us to pilot methods for targeted marketing to South Burlington electric customers. Using data from smart meters, EVT will seek to identify customers who use electric heat or electric hot‐water heaters. This will be a joint outreach where we use the excitement of winning The Prize for our community and the economic benefits of the recommended alternatives (cold‐ climate heat pumps and hybrid electric water heaters) to motivate people to make the equipment upgrades. Rollout of this project will begin in the 2nd quarter of 2015 after our Outreach Program has raised the level of awareness about the Georgetown University Energy Prize. At that time, the community will begin to see and understand the personal and community‐wide benefits of the program. We are working with EVT to develop an energy‐mapping tool that will show energy use by neighborhood. We will be using this in our Outreach Program to raise awareness and perhaps to encourage some friendly comparison and competition between neighborhoods. We don’t know exactly what we will learn or what will happen as a result of the energy mapping, but it will be a software package that produces a useful display of data and can be easily replicated in other cities if it proves to have a positive impact. To start, it will only display electric usage, but it will be built to handle additional energy sources, e.g., natural gas. The neighborhoods will be defined using Front Porch Forum, a Vermont‐based business that provides neighborhood email groups as a way to increase neighbor‐to‐neighbor communication and build community. South Burlington has nine Front Porch Forum neighborhoods, and more information is available at www.frontporchforum.com. We are developing a business model that can be used to overcome the cost and effort of a traditional energy audit. The program will provide instant cost‐effective energy savings for residents while enabling participating businesses to earn income. We are early in the development stage, but the concept is as follows: 1. A retail store that sells LED light bulbs, power strips, and other energy‐saving devices offers a 1‐hour, $50 energy assessment to evaluate the opportunities, energy savings potential, and cost for simple measures such as conservation, light bulb switching, and the installation of power strips and programmable thermostats. (This step could also be accomplished by a knowledgeable homeowner or renter armed with a web application that would provide instructions.) After completion of the assessment, the homeowner or renter is given a coupon book for local partner businesses to help defray the cost of the assessment and to promote local businesses. 2. After the assessment, the assessor prints out the results and demonstrates to the homeowner or renter the potential energy savings and costs. (The web application can offer the same information.) 3. The assessor offers the homeowner or renter the opportunity to purchase the recommended supplies from her|him and have them installed immediately. (In the case of the web application, an offer is made to deliver and install the recommended supplies.) Energy savings begin as soon as the equipment is installed, and the entire process takes no more than 2 hours. 4. All assessment reports (1) communicate that this was the first step in a journey towards long‐term energy savings, and (2) list the next steps for additional energy savings, e.g., a comprehensive energy audit. Other energy‐usage‐reducing projects may be developed over the course of the program and beyond. Although we expect conservation and efficiency efforts to yield great savings, we feel we must do more to reach our “20 by 20” goal. We are also planning a citywide promotion for photovoltaic solar arrays to be installed on people’s homes or property or, for those who can’t do the latter, on one or more community solar farms. We are working with solar installers and developers to build plans for both of these options. 10/15/2014 South Burlington, Vermont 13 As mentioned above in the description of our Overall Awareness, Outreach, Marketing & Education Program, our goal is to reach and motivate every resident to participate in these programs. For more detail, see Appendix B: Project Detail for Residential Electric EffortsAppendix B: Project Detail for Residential Electric Efforts to find high‐level milestones for the Opower Project. Reduce Residential Natural Gas Usage We are working with Vermont Gas (VGS) on several projects: We are working to develop a program that will (1) use the principles of “social norming” to show customers, in a tactful and thoughtful way, how their use compares to their neighbors’ and (2) provide customers with tips regarding how to reduce their usage through behavioral changes. In addition, these customers will be encouraged to make investments in energy efficiency by taking advantage of VGS’ award‐winning program of free audits and substantial rebates on energy efficiency improvements like weatherization and equipment upgrades. VGS has been offering its program of free audits and rebates for efficiency upgrades for a number of years. Over that time, there have been many audits performed where the homeowners have not followed up with the recommendations. These customers were at some point interested in saving energy but somehow got sidetracked. We will work with VGS to identify these customers and develop an outreach strategy using the Energy Prize project to motivate them. Then, we will use the economics of the proposal to try to re‐engage them, and “close the sale” so that they perform some or all of the efficiency upgrades. The process of customer acquisition is always challenging. Given that it is important to keep customers engaged once they show an interest in weatherizing or upgrading to more energy‐efficient equipment, we will encourage VGS to look at its entire weatherization and equipment upgrade processes from a sales perspective. Ideally, that will increase the likelihood that a customer will complete the energy efficiency recommendations in the audit report. VGS will explore the possibility of developing a pilot program to help people who don’t meet its usage criteria (.5 ccf/sq ft) for free energy audits. Because these customers may still have opportunities for significant energy savings, we will work with Vermont Gas to see if there are ways to provide some level of efficiency services to those customers. VGS will explore the possibility of inserting messaging about the South Burlington Energy Prize into VGS’ South Burlington customer bills. We are working with a large private landlord to understand how we can best reach the rental segment of residential housing. Vermont Gas and Efficiency Vermont have standard programs and incentives as well as custom services that may apply, but these are rarely taken advantage of. We will work with this landlord to understand their needs and challenges, and that will provide an opportunity to develop initiatives that we can then expand to many other apartment owners. Our Overall Awareness, Outreach, Marketing & Education Program is designed to increase awareness and motivation and should increase demand for VGS’ weatherization and equipment upgrade programs. For more detail, see Appendix C: Project Detail for Residential Natural Gas EffortsAppendix C: Project Detail for Residential Natural Gas Efforts to find a Project Charter for the first major initiative with Vermont Gas. 10/15/2014 South Burlington, Vermont 14 Reduce Municipal Electricity / Natural Gas Usage Since we began working on the Energy Prize, our efforts to help the City of South Burlington save energy and money have included the following: The South Burlington Energy Committee worked in collaboration with city staff to develop an Energy Efficiency Policy that will help focus the city’s efforts to improve the energy efficiency of city operations. City Council approved the policy in March 2014. Capital has been included in the capital plan to support some level of energy efficiency upgrades. We have started tracking municipal energy use and have entered that data in Portfolio Manager to help us benchmark our buildings and identify opportunities for improving energy efficiency. The city has been working with Efficiency Vermont through EVT’s municipal support programs and has developed a list of opportunities for energy efficiency upgrades. Several major projects have been completed to date: replacing 75% of the city’s streetlights with LED streetlights and upgrading to higher efficiency lighting throughout city buildings are just 2 examples. Our Public Works Department is in the process of replacing many of the city’s traffic lights with LEDs and is expecting a substantial reduction in maintenance and energy costs. We will continue to work with the city administration, department heads and staff, and Efficiency Vermont and other partners to identify more potential efficiency upgrades and conservation measures. In part due to our continuing efforts to raise awareness of opportunities to save energy and money, the city recently signed a Memorandum of Understanding with a newly established energy services company, Commons Energy, to investigate having the latter manage the entire process of analyzing opportunities for both saving energy and developing appropriate upgrade options—ending with the financing and implementation phases. Commons Energy is a public‐benefit corporation focused on providing energy services to municipalities, school districts and other public entities. The Public Purpose Energy Services Company (PPESCO) model is an exciting new way to make energy saving upgrades cash‐flow‐positive from day 1 while growing local businesses and earning attractive returns for investors. Being a for‐profit business, not dependent on grants, makes the PPESCO model replicable around the country. Promote support for these proposals among residents as a method to help contain the future growth of city budgets, win the Energy Prize, and establish a stable energy future for our community. For more detail, see Appendix D: Major Milestones for Municipal Energy EffortsAppendix D: Major Milestones for Municipal Energy Efforts to find high‐level milestones for a major project in this area. Schools The South Burlington School District has joined our team as a committed and active partner in three key areas: Building Understanding (Students/Faculty): through activities, outreach and curriculum focused on energy, conservation and efficiency; Improving Facilities Efficiency: by ramping up investments in energy efficiency and measuring outcomes; Shifting to Renewables: through a partnership with the city to purchase lower‐cost solar electricity from a city landfill net‐metered solar array that is under development. We have already brought on key collaborators in this effort, all of whom have formally joined our team in their respective areas of expertise: (1) South Burlington Superintendent & School Board; (2) principals, administration and facilities staff; (3) School District Director of Learning and related faculty; (4) Vermont’s efficiency utility (EVT); (5) Vermont Energy Education Program (VEEP); and (6) The Vermont Superintendents Association’s School Energy Management Program (SEMP). 10/15/2014 South Burlington, Vermont 15 Building Understanding: The school district is committed to a goal of engaging all public school students (K‐12) and staff in classes, activities, and community outreach to build energy/efficiency knowledge and action in each of its five schools (high school, middle school, and three elementary schools): At the High School (HS) level, this includes implementing the Whole School Energy Challenge, sponsored by EVT and VEEP, to engage the entire school (administration, maintenance, faculty and students, led by a “Green Team”) to develop and implement a concrete energy savings action plan. The schools have set a Challenge Goal to reduce energy consumption by 10% per year, and this challenge requires the school to measure its progress and communicate results on a monthly basis. In addition, the curriculum is being adapted to incorporate explicit energy goals into the Next Generation Science Standards (NGSS), as well as to focus on energy in the required Public Issues & World Affairs class for seniors and in the mandatory community service requirements. Students on the Green Team will be offered opportunities for training through VEEP to teach energy topics to elementary students. At the Middle School (MS) level, the focus will be on multi‐disciplinary project‐based learning opportunities with an emphasis on projects such as renewable energy, efficiency and climate change (all aligned with NGSS). Those projects will be linked to energy saving efforts in the MS physical environment to teach an understanding of the environmental impact of facilities decisions. The MS is committed to forming a “Green Team” and linking activities to the HS Whole School Energy Challenge. They will also apply to be recognized as a Green Ribbon School, sponsored by the U.S. Department of Education. At the Elementary School (ES) level, the focus will be on an “Energizer” theme to integrate energy efficiency into the overall behavioral goals for the students and staff in order to build specific energy and efficiency activities into classroom curriculum through six components: (1) Full staff survey to establish baseline of current habits; (2) Student energy leaders to identify and carry out energy saving strategies in the classroom; (3) Building HS and College Partnerships through VEEP training of older students to teach in ES classrooms; (4) Custodial team challenges to incentivize custodial actions during non‐school hours; (5) Communications plan to bring energy savings ideas home to families; and (6) Building in conservation through teacher development of training for each successive year based on what works. Don, in #6 it isn’t clear what LM means—perhaps you know & how to concisely express it. Improving Facilities Efficiency: The school district has achieved important reductions in energy use in recent years, but is setting a Challenge Goal of achieving an additional 10% in energy savings throughout the five schools as part of the Energy Prize competition. In addition, the district will continue to identify further efficiency investments beyond the end of this competition. The Challenge Goal will be carried out through: A deep energy audit to: (1) identify the top energy users in the district, (2) outline the priority energy efficiency improvements, (3) quantify the investments needed to achieve the improvements, and (4) propose financing mechanisms and necessary policy changes to facilitate investments and behavioral changes. EVT has agreed to perform the audit. Exploring financing options, including partnering with Commons Energy (a new public purpose ESCO) which would enable the district to make significant investments without resorting to new bond issues, and to remain cash‐positive through the savings generated from the energy‐use reduction. Communications: The School Board and Superintendent’s Office will promote support for these proposals among residents as a way to help contain the future growth of city/school budgets and residential and commercial tax rates. Engaging students: All of the projects identified in the above process will be opportunities to engage students in ways through which they can help develop leadership, analytical, problem solving and organizational skills. Transitioning to Renewable Energy: As a way to reduce expenditures on electricity, the school district will pursue a net‐metering agreement (NMA) with the City of South Burlington. This will enable the school district to obtain approximately 30% of its energy from the third‐party‐owned solar array being developed on the city’s closed landfill. This would save the district approximately 15% on its electricity bill for the amount sourced by 10/15/2014 South Burlington, Vermont 16 the NMA. It would also serve as an excellent model for other schools around the state currently considering similar proposals. Low Cost/High Returns: This project will require no investment for the district and minimal implementation time for staff, and it will supply energy at below‐market rates. Year 2: We plan to pursue additional net‐metering agreements to cover the remainder of the school’s electric energy use (after efficiency improvements). Engaging Students: This project will also provide opportunities to help develop leadership, analytical, policy, problem solving and organizational skills among students of all levels. The solar developer has offered to provide both technology tools and other opportunities to engage students through field trips, multi‐disciplinary project‐based learning, observing project development, understanding renewable energy finance and policy, and measuring daily energy production. For more detail, see Appendix E: Project Detail for School Energy EffortsAppendix E: Project Detail for School Energy Efforts to find a detailed description of these efforts. Municipal Planning Considering energy issues in all aspects of municipal planning is essential to the long‐term economic and environmental future of South Burlington, even though we expect only minimal benefits toward attaining energy reductions from this effort during the contest period. All cities and towns in Vermont are required to create a Comprehensive Plan every five years. This plan outlines the future direction in which the city would like to move in terms of vision, goals, growth, services and development patterns. The South Burlington Energy Committee contributed to strengthening the energy aspects of the current Comprehensive Plan, and it has provided extensive input for the latest iteration. Specifically, SBEC has proposed noteworthy changes that will direct the city toward becoming significantly more energy efficient. We have recommended that energy efficiency be included in our city’s goals and objectives and that specific actionable strategies be included to drive down energy use through land development patterns, building‐efficiency standards, transportation, and infrastructure planning. We will work with the planning community to develop the final version of the Comprehensive Plan. The Energy Committee will then continue its efforts to require energy efficiency in future building standards and renewable‐energy‐friendly buildings in Land Development Regulations (LDRs). We plan to support these efforts through our involvement in the city’s planning process ending with final approval by the City Council. For more detail, see Appendix F: Project Detail for Municipal Planning Energy EffortsAppendix F: Project Detail for Municipal Planning Energy Efforts to find letters of support indicating how energy efficiency will become a focus of the future planning process. Municipal Photovoltaic Solar Generation As we mentioned above, we expect conservation and efficiency efforts to yield great savings but we feel we must do more to reach our “20 by 20” goal. In that light, increasing photovoltaic solar energy development for the municipality is a major priority. After the Energy Committee decided in the fall of 2013, that we were going to pursue the Georgetown University Energy Prize, we ramped up our efforts to develop a solar farm on the city’s closed and capped former landfill. At that time, Vermont law limited the size of all “net‐metered” solar farms to 500kW and allowed only one such facility per site. The size of our former landfill was large enough to support a 1+MW solar farm which would make a substantial dent in our overall municipal energy use. There are many other former landfills around the state that could also be used for large solar installations. 10/15/2014 South Burlington, Vermont 17 We, as individuals, lobbied the state legislature to support changes to the law arguing that the land was otherwise useless and the 500kW cap limited the amount of savings that the cities would receive in their electric budgets a time when local cities and towns really needed such savings. We also argued that through economies of scale, larger solar farms would provide even more benefits. Additionally, by changing the law to allow full development of these otherwise useless lands, pressure to develop more “green field” solar arrays would be relieved. We also lobbied Vermont based organizations that supported renewable energy (VECAN & REV), the Public Services Department, the Agency of Natural Resources to support changes to this bill. Through the support of these organizations and solar developers, changes were enacted by the state legislature in the spring of 2014 that significantly raised the cap and allowed developing a large array that took full advantage of our former landfill. In early 2014, in anticipation of the law being changed, we started work with Encore Redevelopment to develop a proposal to build a net‐metered 1.8MW solar farm on our former landfill. This solar array will cover about 50% of the municipal operations metered electrical usage and 70% of those costs. The city has since signed a Letter of Intent with Encore for this project with a planned completion in late 2015. For more detail see Appendix G: Project Detail for Municipal Solar (PV) EffortsAppendix G: Project Detail for Municipal Solar (PV) Efforts to find current milestones for this effort. Residential Photovoltaic Solar We expect to make a significant reduction in residential electrical usage through conservation and energy efficiency. We feel it is equally important to offset our electrical demands on the grid by encouraging residential solar installations. We are working on the following approaches to encourage 400 families to adopt solar power: We are working with local solar installers to develop a program to significantly increase the rate solar is being installed on the roofs or in the yards of South Burlington residences. Many homes can’t site their own solar arrays due to roof orientation, condition or shading. We are working with local solar developers to create one or more community solar projects where homeowners can sign up for solar power to offset their residential usage. Develop a marketing and promotion consortium to promote these two strategies. All of the other messaging that we are putting out in support of the Georgetown University Energy Prize will reinforce the marketing for this effort. While switching electric supply to renewable energy is not an explicit goal of the Georgetown University Energy Prize, it will help us help in the fight against climate change. In addition, we believe that increased awareness of energy sources (traditional and new) will result in a desire to conserve energy and improve energy efficiency. As residents begin to save energy drawn from the grid and see the benefits this may result in an effect like the “Prius Effect”. ”As drivers observe the fuel consumption screen, they begin to see the direct connection between the way they drive and the rate of fuel consumption. In turn, they become more consciously aware of their behavior and are motivated to drive in a way that keeps fuel consumption low.” From: http://www.personalmetrics.us/2010/04/the‐prius‐effect/ In addition, if a solar energy system is designed to supply less than 100% of a home’s electric usage, efficiency and conservation are often implemented to increase the percentage of the PV system’s contribution. If the solar system installation is coupled with installation of a cold‐climate air source heat pump, which several local installers are promoting, energy needs from other sources (like fuel oil which is very costly) are reduced while supplying a significant percentage of it from a renewable source. 10/15/2014 South Burlington, Vermont 18 For more detail see Appendix H: Project Detail for Residential Solar (PV) EffortsAppendix H: Project Detail for Residential Solar (PV) Efforts to find a Project Charter with more detail. How the program will reach diverse aspects of the community Our plan is to offer programs that encourage all members of the South Burlington Community to reduce their energy use. There will be programs that help community members conserve energy as well as programs that assist community members in making energy efficiency upgrades to their homes. Our Outreach Program will use fun, clever, colorful, eye catching, quirky and engaging messaging to capture the attention and motivate people across all demographic categories. It will include traditional media such as the local newspapers but also reach out to people using the Web, Facebook, and Front Porch Forum (a Vermont based web based networking service). We will couple this with in‐person communications with community groups such as the Rotary, School PTO, church groups, and senior groups at their regular meetings. Work in our school system will include ways to get messages to parents and with our presence at key local events like football & basketball games, Harvest Festival and on Election Day we should be able to get our message to all residents. We anticipate several demographic categories to be difficult to reach and help: 1. Senior citizens, who may not have the financial resources, may not have the ability to manage or coordinate major changes in their homes or who are concerned about being taken advantage of. 2. Lower income residents who do not have the financial resources to upgrade their homes. 3. Residents of rental housing who are unlikely to invest, beyond minor changes, in a property they don’t own. We plan the following actions that may help address these: 1. We are working with local non‐profit owners of affordable rental properties to encourage them review the energy efficiency of their buildings and to plan efficiency upgrades. 2. We are working with a landlord who owns many properties to implement efficiency upgrades, then encourage additional landlords to follow suit. We anticipate this will be somewhat easier for buildings where the landlord pays the heat and where there are VGS & EVT incentive programs and custom services. It will however require innovative techniques for those buildings where the tenants pay for the heat. 3. We will seek ways to influence our legislature and governor to increase the funding for low income weatherization & energy efficiency programs that are administered through the weatherization programs of our local Offices of Equal Opportunity. How energy retrofits and other capital improvements will be included in the Program Most retrofit technologies are well known: air sealing, insulation, upgrading heating & domestic hot water equipment to high efficiency units and installation of high efficiency appliances and lighting. We plan to include these measures and more (like replacing resistive electric heating with cold‐climate air source heat pumps). Vermont has been a leader in developing programs to encourage energy efficiency through retrofits, but as we have all observed around the country the uptake on the more expensive or time‐consuming of these upgrades have been modest. We perceive several issues with current programs: 1. Most of the marketing has focused primarily on financial savings. However, most decisions are made based on emotional aspects in addition to rational considerations, so we feel it is necessary to design marketing programs that are emotionally and intellectually engaging to drive demand for retrofit services. These new and innovative outreach and marketing methods are absolutely essential. They must catch people’s attention and motivate them to act: the biggest challenges will involve changing people’s behavior. 10/15/2014 South Burlington, Vermont 19 2. The process for major efficiency upgrades is usually expensive, complicated, confusing and time consuming. That coupled with the fear that they might be at the mercy of a contractor that they don’t know inhibits some people from pursuing the more difficult and costly efficiency upgrades. To help alleviate these concerns, we will work with Vermont Gas in examining every step in the weatherization process to minimize challenges. Although Vermont Gas’s weatherization programs are the easiest to use that we have seen, there is room for improvement. One of the suggestions made by a speaker at the GUEP Launch was that every energy efficiency professional involved with customers should have sales training. Home energy improvements are big decisions and many people need help to make the best choices for their situation and need appropriate levels of follow‐up to complete the projects. Often, people know that a home energy retrofit is the right thing to do, but without the proper sales support the decisions of which projects to complete is too easy to put off. We are suggesting to Vermont Gas that they review their process for working with customers with this in mind. Types of retrofits that will be encouraged In addition to the building envelope and heating and domestic hot water equipment upgrades noted above, we will be investigating with Efficiency Vermont (EVT ‐ Vermont’s Electric Efficiency Utility) and Green Mountain Power (GMP) on two innovative programs to retrofit equipment to drive down electricity use: 1. GMP has an installed base of rental residential electric water heaters ‐ each of which is a large power user. We have suggested a joint project with EVT & GMP to replace these with Hybrid water heaters. 2. We believe that there are a large number of conventional electric water heaters that are homeowner owned. We have an agreement with EVT to develop a marketing campaign targeted to these specific residents to encourage them to save money and energy by upgrading to Hybrid water heaters for which EVT has a significant rebate. 3. There are still instances where home heating is provided by resistive electric heat. We are proposing a joint project with EVT for another targeted marketing campaign to promote installation of cold‐ climate air source heat pumps, taking advantage of a new upstream incentive that EVT will soon be offering. Retrofit financing (preferably with no cash from current property owners) We are working closely with our local natural gas utility (Vermont Gas). They currently provide free energy audits for customers that meet a usage criteria (as approved by the state Public Service Board). In addition they will pay rebates of 33% of approved weatherization and equipment upgrades and offer low interest financing for the remaining cost. For rental properties where the residents pay for heat, the rebate is increased to 50% because of the challenge of the split incentive of the tenant paying for heat while the owner pays for the building and equipment. Retrofit business resources Efficiency Vermont has approved lists of contractors who have extensive experience with weatherization and other retrofit services. Vermont gas maintains a list of contractors as well although they do not have a certification process. Retrofit marketing and sales strategies Covered above. Adoption Goals / Goals for Reduction in Electrical and Natural Gas Demand Over the 2‐year GUEP time period, we have the following goals (% savings in total usage for 2016‐2017 as compared to 2013‐2014): Residential: 5% reductions in both electrical & natural gas. Schools: 5% reduction in natural gas and a 10% reduction in electrical 10/15/2014 South Burlington, Vermont 20 Municipal: 5% reduction in natural gas and a 20% reduction in electrical How the Program will target high‐return opportunities Affordable housing / Residential rentals / Buildings in historic neighborhoods We feel the biggest opportunities for high returns on our investment of time and energy lie with the biggest users of energy whether they are publicly owned affordable housing units, rental units, historic structures, condos or single family homes. We intend to focus our efforts to reach these high users (in addition to the Outreach described above to reach all demographic categories). For the same amount of effort we feel that a 25% reduction in energy use among high users takes us a lot further to our goal of reduced reliance on fossil fuels than a 25% reduction in energy for low energy users. How the community will measure and evaluate the success of the Program We expect to use the dashboard provided by Georgetown to monitor our progress compared to the base period. We will also ask the utilities to provide weather adjusted quarterly snapshots of energy used. We are working with our local newspaper, the South Burlington Other Paper, to develop a quarterly special section devoted to GUEP progress during the GUEP competition. Long‐term components that won’t affect energy usage during the two years of Stage 3 We are specifically addressing the long term by working within the municipal planning process to improve how our city’s comprehensive plan and Land Development Regulations address energy. Our city has already taken the lead on development density on existing public housing routes which has inherent efficiency benefits. In addition we will promote exceeding current energy codes for new buildings, solar ready roofs, and district heating for large developments. For more detail see Appendix F: Project Detail for Municipal Planning Energy EffortsAppendix F: Project Detail for Municipal Planning Energy Efforts to find letters of support indicating how energy efficiency will become a focus of the future planning process. 3. Utility Data Reporting How the Program leadership will work with the community’s electric and gas utilities We have met with the senior leadership of Efficiency Vermont (EVT), Vermont Gas and Green Mountain Power and have received commitments of support from them. High‐level leadership at EVT and Vermont Gas (Operations Director and Vice President respectively) are actively involved in the development of programs that each utility will be offering. How the utility will identify residential energy consumers in order to aggregate their energy use There are specific rate codes for electric and natural gas rate codes for residential properties. How the community and utilities identified municipal accounts to aggregate their energy use We will identify specific electric and natural gas account & meter numbers for all municipal and school accounts. 10/15/2014 South Burlington, Vermont 21 A list of the municipal accounts (this list must be updated as appropriate during the competition, with GUEP being informed of all updates). 4. Innovation Innovative aspects of the Program We think the following things are innovative about the our program We are a municipally organized citizen volunteer group that has developed a cooperative working relationship with our utilities, built upon the recognition of the many mutual benefits of this program. The citizen volunteer Energy Committee has been in place since 2008, and over that period we have built trust, increased awareness of energy issues, and gained commitment to take action from our city government. We have also built a close working partnership between municipal staff and EVT focused on using EVT’s expert resources to reduce municipal electrical usage. Our outreach program will seek to reach every individual on many levels and in multiple ways. Rather than focusing primarily on the economic benefits of home energy retrofits, we will also engage other decision‐making emotions in a fun, positive, community‐building manner. An integrated program for our schools, developed with the involvement of the administration, facility team and members of the teaching team that has been developing over the course of the last year. Gathering the multiple functional groups of the school district together to design our energy programs has yielded a comprehensive plan that could not have been accomplished without cooperation between the multiple groups. Energy efficiency education for financial planners enables the financial benefits of home energy retrofits to be communicated to homeowners from a trusted source that may not typically consider these types of investments. Financial messaging about home energy retrofits is usually directed at homeowners, so this educational message being directed at financial planners is a new concept that could yield very successful results. The business model for the energy assessment removes the barrier of an expensive comprehensive energy audit, and helps the homeowner or renter achieve cost‐effective energy savings immediately. The process is designed to be simple, inexpensive, and quick. Our partnership with a solar (PV) developer has allowed us to explore many potential opportunities for renewable energy, select the most viable ones and then to work with the key city and school stakeholders to make the projects happen The solar promotion will be a collaborative effort between multiple solar installers. This will maintain customer choice, promote competition for business, and is different from the typical regional solar programs. We also plan to use solar energy as an introduction to energy sources as a method to promote conservation and efficiency. All of these efforts will run concurrently and will thus add to the buzz we expect to create, motivating the entire community to participate. Finally, all of our effort will be organized and run with a proven Project Management Methodology. 10/15/2014 South Burlington, Vermont 22 5. Potential for Replication Procedural aspects that may be particularly well suited for replication in other communities We think we have many opportunities for replication: – Outreach/Marketing/Education Our Outreach program is probably the most important project we have and it is easily the most replicable. Typical efforts to drive energy reduction are having limited success. We are developing a program that touches people in many different ways and reinforces the intellectual messaging about why saving energy and money is important. This program will provide extra the motivation and encouragement to residents to participate in all of our programs. Our website, Facebook posts, Front Porch Forum posts, public service announcement radio spot text, and all print advertisements and collateral material will be available for other communities to utilize. Front Porch Forum is currently available only in Vermont, but they have plans to expand nationwide in the near future and they are an excellent community‐building tool which we plan to use extensively. The financial planner curriculum that we develop can be used around the country to educate financial planners. If the curriculum is delivered by energy retrofit contractors, the businesses that profit from retrofits, it can be taught at very low cost. Other communities can build a dedicated energy team, enlist the support of local media outlets and raise funds and support from their utilities and local businesses. Details about the games and activities that we develop for tabling at public events will be included in our final GUEP report. – Residential Electricity and Natural Gas The Opower program is proven and replicable but it is somewhat expensive. If another community’s electric utility is not already working on this it may take some effort to make it happen. It may be possible to implement a simpler and less expensive option as we are planning to do with our natural gas utility using in‐house IT support to calculate neighborhood averages and to provide the mailings with energy usage comparisons, energy saving tips, offers of assistance, and financial incentives and financing. The in‐house IT and Marketing teams could also develop the programs to identify accounts with electric heat and electric hot water heaters for replacement with newer more efficient technology. The neighborhood energy‐mapping project can be replicated using local neighborhood boundaries and utility data. Front Porch Forum plans to expand nationwide, and is one method of developing neighborhood boundaries. Efficiency Vermont is developing the software to perform the energy mapping with plans to publish it in a way that can be easily used by other efficiency utilities or communities. In addition, the energy mapping may reveal areas of the community that should be targeted for increased incentives – this technique could be utilized elsewhere as well. These efforts should work in any state with a regulatory environment that encourages utilities to promote energy conservation and efficiency and where the local utility is cooperative. We have built a great working relationship with our utilities, and we can publish resources about how the relationship was built and why the collaboration is beneficial for both parties. The energy assessment does not require significant training, and can be added to any retail store that sells the required equipment such as a hardware store. As we develop, prototype, 10/15/2014 South Burlington, Vermont 23 and work with local businesses to implement this model, we will document the procedures, software, techniques, and results. – Municipal Electric and Natural Gas Having a dedicated group of knowledgeable volunteers on a city‐council appointed energy committee is a great way to involve the community in city government and add expertise to supplement the time and skills of municipal staff. We have developed an energy efficiency policy that can be replicated by any community. The policy is only the first step though, and it takes some effort to get full cooperation with the city’s elected leadership, city administration and staff to implement strategies that further the goals of the policy. Many utilities offer their customers’ assistance with reducing their energy demand. A energy team can help build the relationships between the utility and the city administration and staff and encourage action. We have started using EPA’s Portfolio Manager to benchmark and track municipal energy use, which any community can and should do. These efforts should work in any state with a regulatory environment that encourages utilities to promote energy conservation and efficiency and where the local utility is cooperative. – Schools All of our school efforts will be well documented and replicable. Many of the initiatives we have started with in our schools can be replicated anywhere by engaging the key stakeholders. The key is to demonstrate that these programs help them meet their mission to provide a leading edge education, manage costs and be good stewards of our environment. Although the Whole School Energy Challenge that our High School is participating in is offered in Vermont, we believe that the materials can be used by any school anywhere. This effort will also require a suitable regulatory environment that supports energy efficiency and cooperative utilities. – Municipal Renewable The City of South Burlington chose to work with one solar developer, to simplify developing multiple solar projects. We prepared an RFP, interviewed, and selected a developer to manage all our solar projects. This technique has saved us time and effort over finding a new developer for every separate project and having a dedicated vendor provided the expertise to help us sort through all of the possible opportunities and to focus on the ones most likely to succeed. Other communities can use our model of seeking proposals from the developer that show low risk, low or no out‐of‐pocket cost, and short and long‐term financial benefit. With these positive factors, obtaining support from the city leadership and other city stakeholders becomes much easier than trying to promote the project solely through environmental benefits. If other communities seek to develop a former landfill (or other “brownfields”) it may be helpful to them as it was to us to work with a developer has experience building solar projects on these types of properties. 10/15/2014 South Burlington, Vermont 24 This effort is replicable but it requires a regulatory environment that encourages solar (like Vermont’s Net Metering legislation) and also a relatively large piece of land like a capped former landfill. – Residential Solar We will publish the details of our collaborative solar promotion program and community solar program for any community to utilize. Residential projects utilize net metering and larger community solar projects use group net metering (often called virtual net metering), which are available in many states in the USA. 6. Likely Future Performance Why energy savings will be permanent & additional savings will continue after the competition Many of our initiatives involve upgrading building envelopes, equipment and solar arrays. Those savings will last the lifetime of the buildings and equipment. Municipal policies that consider energy, regulations that stress energy efficiency in planning for new development and in the performance of new buildings will ensure long‐term energy savings for residents, the municipality, and our schools (as well as businesses). Behavioral programs to further energy conservation will be designed to educate for continual use and to create new habits that we expect will last beyond the GUEP. By engaging, educating, helping, and motivating the community around energy issues, energy efficiency and conservation will become an integral part of our community’s identity. Our school programs will plant seeds in our children that will not only help their families and their schools to become more energy efficient but will create values, attitudes and behaviors about energy that will stay with them throughout their lives. The Energy Committee is a standing committee within the South Burlington’s city government. Our mission is to find new energy saving and renewable energy projects which will continue to add new savings each year aided by the “energy saving culture” that we expect will develop through the GUEP. How aspects of the Program could become institutionalized through policies and other means. The city has implemented an Energy Efficiency Policy that will help focus the city’s effort to improve the energy efficiency of city operations. Capital has been included in the capital plan to support these energy efficiency upgrades. We are working with the city administration, city council and the city planning community to develop policies and Land Development Regulations to ensure that future growth is done in an energy efficient manner that considers development patterns, high standards for building efficiency and requirements for buildings to be capable of supporting rooftop solar generation. 10/15/2014 South Burlington, Vermont 25 The systems or approaches that will be used to collect, manage, and exploit relevant data 7. Education Local K‐12 school system involvement A major area of focus for our efforts is the schools system. See the description in Section 2 for the summary of these efforts and Appendix E: Project Detail for School Energy EffortsAppendix E: Project Detail for School Energy Efforts for more details. Community‐wide educational programs As part of our Outreach/Marketing/Education Program, we will be going down many avenues to reach the broad public. While a good deal of effort in this area will be to motivate our residents to take action to reduce their energy use, equal measure will be directed at helping them understand how to do that. We will increase the frequency of our regular energy conservation and efficiency articles in our local newspaper. Our Web Site and Facebook page will have access to these articles, links to others and links to “how to videos”. We see a great opportunity to engage the community to produce and post videos about why they took action and the energy saving techniques that they have used. With “likes” and “shares” among family and friends these tips should spread within the city (and outside) fairly quickly. Our print ads will direct people to our website and those of our partners for tips and techniques. We will be at many public events which will provide us the opportunity to engage adults and kids in games, contests and conversation, all with energy efficiency as the focal point. We expect that many of the activities that are planned in all levels of our schools will find their way home and help make families more aware of energy issues and opportunities for savings. Our residential solar program will include an education campaign to make people aware that the technology is mature and economically viable now for everyone. 8. Prize Purse Ideas for using the Prize At our community informational meetings and at our attendance and public events we ask residents what they would do if the city won the $5 million prize. Here are a few of the most significant ideas so far: Implement additional weatherization and efficiency upgrades for municipal & school buildings or find other municipal & school projects that have significant savings but with longer payback periods. Implement additional solar projects to offset remaining electrical usage for the municipality and public schools. Develop a revolving loan fund for energy efficiency projects within the city (residential and commercial). Build a large community solar array and use regular income from that to fund the revolving loan fund or other energy efficiency projects. Provide additional financing for weatherization and efficiency upgrades for low‐income residents. Provide free comprehensive energy audits for every household. Extend the existing recreation path system—particularly high traffic segments that bicycle commuters could use to get to work. Work hard to promote use of those paths. 10/15/2014 South Burlington, Vermont 26 Provide help for do it yourselfers: a lending library for tools and measurement instruments, blower door, data logger and opportunities for training. Fund an ongoing promotion plan that features people who have been successful with energy retrofits – celebrate our energy stars. Hire an inspector to enforce more stringent energy codes. Develop community solar farms for residents that want but can’t site solar on their roofs or property. Transportation – fund and operate shuttles from residential centers to work centers. Consider a bio‐digester for compost that also produces power. 10/15/2014 South Burlington, Vermont 27 Appendices 10/15/2014 South Burlington, Vermont 28 Appendix A: Project Detail for our Awareness, Outreach, Marketing and Education Efforts Outline of Our Marketing/Outreach/Education Plan Issues We Are Facing: People are very busy Most are facing pressing everyday issues ‐ aren't thinking too far ahead Many seem to be waiting for someone else to fix it (Climate Change) Big energy efficiency solutions are confusing, time consuming, are expensive and require trust of someone they don't know They need to be engaged emotionally as well as intellectually Emotions We Want to Evoke: 4 Qtr 2014 1 Qtr 2015 2 Qtr 2015 3 Qtr 2015 4 Qtr 2015 Curiosity Hope Hope Hope Hope Amusement Community Pride Community Pride Community Pride Community Pride Imagination Competitiveness Competitiveness Competitiveness Competitiveness Trust Trust Trust Trust Fitting in (Norming) Fitting in (Norming) Fitting in (Norming) Loss Aversion Loss Aversion Loss Aversion Responsibility Message Qualities: Fun, Clever, Cute, Colorful, Quirky, Eye‐catching, Engaging, Unusual Messages (subtle): The future by using children and other subtle suggestions in messaging Messages (overt): 4 Qtr 2014 1 Qtr 2015 2 Qtr 2015 3 Qtr 2015 4 Qtr 2015 Make it a mystery at first (to appeal to Curiosity) Explain the prize Conservation and Efficiency as the Social Norm Wasting or losing $x/yr We can't wait for someone else to solve this Tantalize with $5m Easiest first steps to build engagement & commitment (people become part of the team) More easy steps Steps that are a little more involved (but we try to make them as easy as possible) Steps that are more involved (but we try to make them as easy as possible) We can Win! We can Win! We can Win! We can Win! We can Win! 10/15/2014 South Burlington, Vermont 29 Medium/Messages: Print (Ads) Fun & Clever ads conveying above messages Print (Stories) 4 Qtr 2014 1 Qtr 2015 2 Qtr 2015 3 Qtr 2015 4 Qtr 2015 What is SBEP? Raise awareness of energy: Value, Cost What neighbor's are doing ‐ Success Stories More Success Stories Why everyone should do this Easy first steps ‐ "How Tos" Emphasize the "Whys and Hows" Emphasize the "Whys and Hows" More Success Stories More Easy Steps ‐ "How Tos" Some more involved steps ‐ "How Tos" Emphasize the "Whys and Hows" Some more involved steps ‐ "How Tos" Website: Links to inspiring stuff done elsewhere More links to inspiring stuff More links to inspiring stuff More links to inspiring stuff More links to inspiring stuff Print stories More print stories More print stories More print stories More print stories Begin loading easy "How Tos" More "How Tos" for easy stuff More "How Tos" for easy stuff More "How Tos" More "How Tos" Progress Indicators ‐ to feed the social norming messaging Progress Indicators ‐ to feed the social norming messaging Progress Indicators ‐ to feed the social norming messaging Social Media: Fun & clever‐like our ads More fun stuff More fun stuff More fun stuff More fun stuff Connect with young people Go for the most "likes"/shares showing kid involvement Best video contests Connect with parents, grandparents, etc Go for the most "likes"/shares showing family involvement Success stories Public Events: Be where people are Make it visible: Booth, colorful banners Make it fun! Games, Contests, Prizes, Giveaways Outreach to Community Groups: Reach out to established groups: What we are doing and why. Solicit their help and involvement 10/15/2014 South Burlington, Vermont 30 Project Charter Project Name: Overall Awareness / Marketing Outreach /Education Project Project Manager: Don Cummings Project Champion(s): Keith Epstein, Don Cummings Creation Date: 6/4/14 Updated 9/29 Project Description: The cost of energy to run our homes is a substantial cost to the residents of South Burlington and it is expected that if we reduce these costs for our residents that money will instead flow into the local economy and thus strengthen it. In addition, it is very clear that action to reduce fossil fuel use is necessary to reduce the current and future effects of climate change. Vermont has for years had very good programs to help its businesses and residents become more energy efficient. While some progress has been made, there is so much more to do. Our feeling is that we need to take this outreach beyond “we can save you $x”. People react to many messages, intellectual and emotional – we need to find the right ones and convey them in the appropriate way to catch people’s attention and to motivate them to act. These messages will be presented in fun, clever, colorful, engaging and sometimes quirky ways. We have built a team, including a Behavioral Psychologist, a Marketing partner and other local partners to develop an Overall Awareness / Marketing Outreach / Education Project that will raise understanding, commitment and participation within the community to conserve energy, implement upgrades to become more efficient and to seek out sources of renewable energy Project Objectives: Develop messaging over various mediums to reach 100% of the residents and decision makers in S. Burlington households. Further we aim to get 50% of those households to make some conservation and efficiency upgrade efforts. We hope that 25% of all households will make substantial upgrades such as weatherizing their homes or upgrading space or water heating equipment. Key Milestones & Deliverables: Milestones Confirm partnership with marketing partner & behavioral psychologist Deliverables Letter of Understanding (or equivalent) Expected Completion Date Complete Develop Identity for Project Logo Complete Develop Preliminary Marketing Plan & Media Budget What messages, which media vehicles, over what timeframes, $ required Complete Begin Fundraising Underway ‐ $20k to date Begin Outreach Program (see detail plans) September Develop Additional Partnerships with Local Businesses to promote our efforts Promotions, Co‐marketing programs, sponsorships, etc Ongoing Revise Messaging and Develop New Content Ongoing Major Risks: Full Funding availability 10/15/2014 South Burlington, Vermont 31 Other GUEP Projects / Initiatives that are Dependent on this Project: All Projects that are intended to support residential customers Project Stakeholders: Name Position Kevin Dorn City Manager Pam Mackenzie City Council Chair Tom Murray Vt Gas Marketing Representative Jon Floyd Efficiency Vermont Marketing Representative TBD Green Mountain Power Representative Project Team: Project Team Name Role Description Don Cummings Project Manager Overall Project Manager Diann Gaalema Behavioral Psychologist Help develop Messaging to affect behaviors Ara Hagan Marketing Person Help overall Marketing Plan & develop and deliver messaging Kristan Hatfield EVT Representive Help develop joint marketing projects and manage relationship with EVT Keith Epstein Energy Committee Help manage this Strategic Focus Area Karen McKenny Public Events Develop public, in person outreach campaign Sam Swanson Outreach to S.B. Organizations Outreach to form partnerships with other groups including committees within S.B. city government Ara Hagan Web Development Manage website development Karen McKenney Social Media & Web Support Ongoing effort to add Web Content and keep social media vehicles interesting and current TBD Game & Contest Master Develop clever meaningful games for all ages (elementary, middle, high school, young families, etc) that can be integrated with all other outreach vehicles TBD Neighborhood Teams Develop and implement a Neighborhood by Neighborhood campaign Project Budget: Project Budget Item Amount Overall Residential Outreach $35,000 est. 10/15/2014 South Burlington, Vermont 32 Sub‐Project Name: Outreach at Public Events Project Team Leader: Karen McKenny Date Created: 9/1/14 Objectives: Engage residents of South Burlington in the Georgetown University Energy Prize effort with outreach at public, community and school events. Project Description: Members of the South Burlington Energy Prize team and our volunteers will attend and table at events occurring throughout the year to increase awareness of the prize, efforts and programs being promoted by the team on energy reduction, community building, and to provide resources. We are planning to have a presence at most established community events and are specifically targeting family events in order to engage all ages in our efforts. We plan to use games, contests, children’s activities, handouts, resource lists, and active engagement activities to both strengthen our message and to have it be fun! We have a table, logo canopy tent, and a banner to use at our events. We will publicize events and post pictures from them via our Facebook page, website, Front Porch Forum, twitter, town newspaper and email. Milestones and Events: Get mini-grant for table, tent and banners Complete – September 2014 Develop schedule of events to attend (see below) 1st pass complete – Sept 2014 Recruit volunteers to help Underway SB Public Informational Night Complete - Aug 18 Attend East Terrace Neighborhood Meeting Complete – Sept 7 Table at Disruption movie showing Complete – Sept 17 S.B. Autumn Festival Complete - Sept 20 Orchard Harvest Festival Oct 10 SB Farmer’s Market Harvest Festival Oct 12 SB Library Events TBD SB Public Information Night TBD Fall sporting events at the High School TBD SB Community Carving and pumpkin glow Oct 25 Halloween Spooktacular Celebration Oct 26 Vermont Button Up Day Nov 1 Election Day Nov 3 Middle School Family Night Nov 7 SB Family Bingo Night Nov 14 Orchard Book Fair and Pizza Night Nov 20 Celebration of Winter Holidays Dec 20 RM Central School Family Night Jan 23 Chamberlain Family Night/Book Fair Feb 4 Orchard School Family Night TBD University Mall Holiday Table Feb 15 South Burlington Town Meeting TBD Town Meeting March 3 Orchard Science Fair March 11 SBHS Talent Night March 12-14 RMCentral School Spring Fling March 20 Kites in the Park family day April TBD SB Little League Opening Day Parade/celebration May TBD Bike Safety Day May TBD SB Green Up Day May 2 10/15/2014 South Burlington, Vermont 33 Orchard Spring Fling May 29 National Night Out Aug Other events as they become known 10/15/2014 South Burlington, Vermont 34 Sub‐Project Name: Outreach to South Burlington Organizations Project Team Leader: Sam Swanson Date Created: 9/1/14 Objectives: Seek to engage active community members of S. Burlington in the GUEP Project Description: Attending city government and other S. Burlington organizations’ meetings, presenting what we are doing and why, and asking for their help. Milestones: Create messages to be conveyed to city committees/commissions to enlist their help and support Complete Identify all active city committees/commissions Complete Connect with Committee Leadership and Schedule presentations September – October (on‐going) Present to city committees/commissions September – November ‐ Planning Commission September 23 ‐ complete ‐ Natural Resource Committee October 1‐ complete ‐ Rec & Leisure Arts Committee October 6 ‐ complete ‐ Bike & Pedestrian Path Committee October 9 ‐ complete … detail schedule to be added as developed… Identify all appropriate citywide organizations (Rotary, PTOs, the Land Trust, senior groups, professional groups, religious organizations, etc.) November – December Connect with Organization Leadership and schedule presentations November – May 2015 ‐ Rotary Being scheduled … detail schedule to be added as developed… CLICK the following to return to section heading: Overall Awareness, Outreach, Marketing & EducationOverall Awareness, Outreach, Marketing & Education: 10/15/2014 South Burlington, Vermont 35 Appendix B: Project Detail for Residential Electric Efforts Milestones for the Opower project to be sent from EVT for inclusion here CLICK the following to return to section heading: Reduce Residential Electricity UsageReduce Residential Electricity Usage: 10/15/2014 South Burlington, Vermont 36 Appendix C: Project Detail for Residential Natural Gas Efforts Project Charter for 1st VGS Project Project Name: Focus on High Use Residential Gas Customers SBEP Project Manager: D. Cummings Project Sponsor: Vermont Gas & City of S. Burlington Creation Date: 9/29/14 Project Description: We will work with Vermont Gas to reach out to the residential customers in S. Burlington that have the highest gas usage to show those residents can see how their use of natural gas compares their neighbors. This project involves the use of “social norming”: where people do not want to be perceived as too different from their neighbors. In addition to the usage data, these communications will show tips on behavioral changes the residents can make as well as offers of energy audits and the potential of rebates for weatherization and upgrades to their home’s heating and water heating equipment. It has been demonstrated that this kind of program has shown reductions in energy use. This program will be run in concert with our Overall Awareness, Outreach, Marketing & Education program that is intended to raise awareness about: The Competition to win the Energy Prize and $5m for the community The Financial the benefits to residents and to the community of reducing energy use to save money that can be reinvested elsewhere in the local economy. That reducing energy use can help mitigate the impacts of climate change These 2 programs are is intended to motivate residents to make behavioral changes and to take advantage of the award winning energy saving programs offered by Vermont Gas. Project Objectives: Reduce S. Burlington residential natural gas usage by 5% by Dec 31, 2016 Key Milestones & Deliverables: Milestones Reach agreement with VT Gas on preliminary outline of project Deliverables Letter of Understanding Expected Completion Date 10/10/14 Develop high level definition of how this project will work Descriptions of major steps in the process 10/15/14 Define & Allocate IT, Mailing & Weatherization Resources Required Resource Plan & Funding Requirements 11/1/14 Define how the neighborhood comparison baselines will be developed Comparison Baselines for residential customers 11/15/14 Define outreach mechanism (mailer, bill, etc) including “sales pitch” as to why homeowner should do this Outreach Method defined 12/15/14 Implement Queries to Develop Comparisons Neighborhood usage comparison values 1/15/15 10/15/2014 South Burlington, Vermont 37 Send initial outreach Mailings out 2/15/15 Send 1st follow‐up 4/1/15 Send 3nd Follow‐up 9/15/15 Send 3rd Follow‐up 1/1/16 Send 4th Follow 3/15/16 Send 5th Follow‐up 5/15/16 Major Risks: None identified Other GUEP Projects / Initiatives Dependent on this Project None Other Related GUEP Projects within this Strategic Focus Area None Project Stakeholders: Name Position Vermont Gas Tom Murray City of S. Burlington – Energy Committee Current Chair Project Team: Project Team Name Role Description Don Cummings Project Manager / SPEP Representative PM for tasks outside of VT Gas Responsibility Tom Murray Marketing Coordinator Coordinate Overall VTGas Efforts Don Gafney VT Gas IT Leader Coordinate VTGas IT Efforts Scott Harrington Manager of Weatherization Dept Technical expertise Jeremy King Lead in Weatherization Dept Technical expertise CLICK the following to return to section heading: Reduce Residential Natural Gas UsageReduce Residential Natural Gas Usage: 10/15/2014 South Burlington, Vermont 38 Appendix D: Major Milestones for Municipal Energy Efforts The city of South Burlington has recently signed a Memorandum of Understanding with Commons Energy, an Energy Services company that focuses on energy efficiency improvements for schools and municipalities. The Major Milestones that have been identified at this point are: Fiscal Year 2015 (calendar dates 7/1/14 – 6/30/15) Complete building assessment (including Energy Efficiency opportunities) and receive efficiency improvement prioritized recommendations from Commons Energy, implement Tier 1 improvements. Fiscal Year 2016 (calendar dates 7/1/15 – 6/30/16) Implement Tier 2 improvements. Fiscal Year 2017 ‐19 (calendar dates 7/1/16 – 6/30/19) Implement mid‐term recommendations for very long lead projects. FY 20 onward (after 6/30/19) As buildings/systems are rebuilt, replaced or upgraded implement changes with very low ROI, but that make sense with system replacement. CLICK the following to return to section heading: Reduce Municipal Electricity / Natural Gas UsageReduce Municipal Electricity / Natural Gas Usage: 10/15/2014 South Burlington, Vermont 39 Appendix E: Project Detail for School Energy Efforts The South Burlington School District is a committed and active partner in three key areas: 1) BUILDING UNDERSTANDING (STUDENTS/FACULTY): through activities, outreach and curriculum focused on energy and efficiency. 2) IMPROVING FACILITIES EFFICIENCY: by ramping up investments in energy efficiency and measuring outcomes 3) SHIFTING TO RENEWABLES: through a partnership with the city to purchase lower cost solar electricity from a city landfill net‐metered solar array. We have already brought on key partners in this effort, all of whom have formally joined our team in their respective areas of expertise: South Burlington Superintendent & School Board Principals, administration and facilities staff School District Director of Learning and related faculty Vermont’s Efficiency Utility (EVT); Vermont Energy Education Program (VEEP); Vermont’s Superintendent’s Association School Energy Management Program (SEMP) 1) BUILDING UNDERSTANDING: Goal: Engage at least 50% of all public school students (K‐12) and staff in classes, activities, and community outreach to build Energy/Efficiency knowledge and action. Innovation: Promotes unique partnership between efficiency utility, statewide energy education non‐profit, and school system faculty and facilities staff. Replicability: Uses materials, training, and curriculum that have been pilot tested and are easily transferable to other schools High School: The HS has made a strong commitment to a concrete set of actions over the next two years, including the following: a. Implement the Whole School Energy Challenge, sponsored by Efficiency Vermont (EVT) in partnership with the Vermont Energy Education Program (VEEP) and the Vermont Superintendents Association School Energy Management Program (SEMP) This challenge engages the entire school – from the students to the facility staff to the administration. It inspires friendly competition among classes and schools, as teams develop and implement energy saving strategies with the goal of saving energy in innovative and sustainable ways. b. Reduce energy consumption by 10% per year. The challenge requires the school to create and carry out an action plan to save energy and money through equipment upgrades, operations & maintenance, and student/faculty action and behaviors. Students will be engaged in benchmarking the school’s energy use and in identifying measures to reduce the school’s energy consumption (and costs). The challenge also requires the school to measure its progress and communicate the results Each month of the challenge, Efficiency Vermont will work with the team to create a progress report for the school. 10/15/2014 South Burlington, Vermont 40 c. Incorporate explicit energy curriculum goals into the Next Generation Science Standards objectives and materials. Specific focus on energy issues will be incorporated into the 9th grade science class, the AP Environmental Science class, and the Public Issues and World Affairs classes. d. Form an annual “Green Team” of students, faculty, administration and facilities staff to act as ‘champions’ of these actions, and provide community outreach e. Link to Community Service: use the HS Career Development Center to offer energy efficiency and community outreach activities to promote broader community participation Middle School: Similarly, the MS has also made a strong commitment to a concrete set of actions over the next two years, including the following: a. Improving School Culture: Design community and team events on energy and efficiency in the implementation of a school‐wide goal, which is to improve the school’s 47‐year‐old physical environment. Initiate a challenge on energy savings between teams that encourages collaboration and community outreach. b. Project‐Based Learning: Provide multidisciplinary, project‐based learning opportunities for students throughout grades 6‐8, with long‐term projects focusing on topics such as renewable energy, efficiency, and climate change. All projects will be aligned to Next Generation Science Standards. Link the projects to specific energy saving efforts in the MS’s physical environment, and to a thorough understanding of what the environmental impact would be if the district moves away from fossil fuels towards renewables sources of energy, like solar (see below). Collaborate with Efficiency Vermont (EVT) to provide concrete data on energy use in the MS to students and faculty members and to begin projects/activities that would reduce the school’s overall energy use. c. Form a MS “Green Team” of students, faculty, administration and facilities staff to act as ‘champions’ of these actions in the school, and to provide community outreach to the PTO and the SB Energy Prize team. d. Link to High School Whole School Energy Challenge: Collaborate with the high school by working with the HS’ Green Team (students), the WSEC team (Faculty), and Vermont Energy Education Program (VEEP) in order to focus everyone’s collective efforts on efficiency‐based projects/activities. e. Apply to be recognized as a Green Ribbon School: The MS intends to apply to the VT AOE during the 2014‐2015 school year because it believes it is exemplary in three key pillars (1) reduce environmental impacts and costs; (2) improve the health and wellness of schools students and staff; and (3) provide environmental education, which teaches many disciplines and is especially good at effectively incorporating STEM, civic skills and green career pathways. f. Reduce energy consumption by 10% per year: This will require the school to create and carry out an action plan to save energy and money through equipment upgrades, operations & maintenance, and student/faculty action and behaviors. Students will be engaged in benchmarking the school’s energy use and in identifying measures to reduce the school’s energy consumption (and costs). The challenge also requires the school to measure its progress and communicate the results Each month of the challenge, EVT will work with the team to create a progress report for the school. Elementary Schools (3): The focus at the elementary level will be to integrate energy efficiency into overall behavioral goals for children, and to bring older students into the classroom to carry out specific curricular activities with VEEP activity kits. 10/15/2014 South Burlington, Vermont 41 a. Make it FUN! Elementary students love to be ‘Leaders’. The 3 schools will implement an “Energizers” behavioral strategy to get students to identify and own specific energy saving strategies in the classroom. Some of the identified strategies include: i) Lights Out Leaders and Lights Out Fridays; ii) ‘Phantom’ Detectives; iii) Vacation Hibernation; and iv) Refrigerator Hogs. Classes will compete for prizes, including Vermont’s very own Ben & Jerry’s Ice Cream Party! b. Bring in the Big Kids: The elementary schools will partner with VEEP to train students from local colleges and high school to come into the classrooms to engage students in hour long curriculum activities with their excellent ‘Button Up’, Solar and Wind materials and activity kits. c. Build Bridges with Custodial Staff: Some of the biggest energy savings can come during non‐school hours and vacation periods when custodial staff are still in schools. The administration will work with custodial staff to identify energy saving measures and to give them recognition and rewards linked to energy savings. Efficiency Vermont (EVT) will provide concrete electricity use data (by time of day) to help measure progress towards savings. d. Take it Home: Each school will develop a communications plan to bring energy savings ideas, checklists and messages home to families. Interested students will be invited to make a year‐end presentation to the School Board on Energizer Achievements. e. Build it In & Measure it!: Teachers in the first year of the competition will be asked to develop a training session for the following year teachers (current and new) on both behavioral goals of energy conservation for students and faculty, as well as in successful classroom activities on energy/efficiency linked to curriculum goals. The Teacher handbook will be updated to incorporate these messages. Finally, to ensure future measurement of success, EVT will provide administration and faculty with concrete data on energy use by month, by type of use (heat, lights, etc) and by time of day. 2) FACILITIES: Goal: Achieve 10% energy savings throughout the public school system, and identify further efficiency investments to carry beyond the challenge date. Innovation: Partnership with efficiency utility (EVT) to carry out audits, engineering studies; and with Commons Energy, a public purpose ESCO to keep up‐front costs of efficiency improvements reasonable. Replicability: South Burlington would be a pilot school for a deep energy audit combined with a financing plan that would enable the investments to be paid off through energy savings, rather than new bond requests. If successful, this could prove to be an essential financing option for all schools in the state. a. Deep Energy Audit: For our 5 major school buildings, most of which older, the District is committed to working with EVT to carry out a deep energy audit that will build on past facilities reports in order to: Identify the top energy users in the school district Outline the top priority energy efficiency improvements Quantify the investments needed to achieve the improvements Work with the school administration and school board to develop policies to promote energy conservation and efficiency. b. Financing Options: With this information, the District will explore a range of innovative financing options (including a public purpose ESCO being considered by the city) to: Develop financing proposals that would allow implementation of all of the major opportunities in the near future and pay for them with savings in the budget items covering electricity and natural gas. Ramp up efforts to implement the upgrades in a manner that does not require additional bonds. 10/15/2014 South Burlington, Vermont 42 c. Communications: The School Board and Superintendent’s office will promote support for these proposals among residents as a method to help contain the future growth of city budgets and residential and commercial tax rates. d. Engaging Students: All of the projects identified in the above process will be opportunities to engage students in ways where they can help develop leadership, analytical, problem solving and organizational skills. This will be particularly important under the Whole School Energy Challenge being implemented at the High School. 3) RENEWABLE ENERGY: Goal: To reduce expenditures on electricity, the School District will pursue a Net‐Metering Agreement (NMA) with the City of South Burlington to obtain 30‐50% of the School District’s energy from a third‐party owned solar array leasing land from the city’s closed landfill. This would save the District approximately 15% on its electricity bill for the amount sourced by the NMA. Innovation: The net‐metering laws in Vermont allow for public buildings to take advantage of federal tax credits through a Power Purchase Agreement (PPA). In this particular case, the city has offered to partner with the school district in purchasing electricity from an array build on the city‐owned landfill. This is only the second such array in the state, and the first time that a school is an off‐taker. Replicability: There are many schools throughout the state considering similar net‐metering agreements, and South Burlington is helping to pave the way. The terms laid out under this agreement have been fully vetted and are publicly shared, which provides an enormous assistance to other schools just starting up this learning curve. Moreover, the lessons learned from building the array on the landfill will provide important information for future projects throughout the state. Net Metered Solar: In concert with our efforts to reduce our school district’s electrical demand through conservation and energy efficiency, we are working with a renewable energy development partner (Encore Redevelopment) and the City of South Burlington to develop a solar array on a former landfill owned by the City. This project will supply renewable energy for a significant percentage of both the municipal and the school district’s energy needs. This project will require no investment for the district, minimal time of staff to implement and will supply energy at below market rates. Engaging Students: This project will also provide opportunities to help develop leadership, analytical, policy, problem solving and organizational skills among students of all levels. The private partner has offered to provide both technology tools and other opportunities to engage students through field trips, multi‐disciplinary project‐based learning, observing project development, understanding renewable energy finance & policy, and measuring daily energy production. Renewable Energy: In concert with our efforts to reduce our school district’s electrical demand through conservation and energy efficiency, we are working with a renewable energy development partner (Encore Redevelopment) to develop projects that will supply renewable energy for a significant percentage of our school district’s energy needs. These projects will require no investment for the district, minimal time of staff to implement and will supply energy at below market rates. These projects may also provide opportunities to engage students in ways where they can help develop leadership, analytical, problem solving and organizational skills. 10/15/2014 South Burlington, Vermont 43 CLICK the following to return to section heading: Error! Reference source not found.3) RENEWABLE ENERGY: OR 7. Education7. Education 10/15/2014 South Burlington, Vermont 44 Appendix F: Project Detail for Municipal Planning Energy Efforts 10/15/2014 South Burlington, Vermont 45 10/15/2014 South Burlington, Vermont 46 10/15/2014 South Burlington, Vermont 47 CLICK the following to return to section heading: Municipal PlanningMunicipal Planning: Appendix G: Project Detail for Municipal Solar (PV) Efforts Major Milestones for Municipal Energy Efforts The city of South Burlington is working with Encore Redevelopment to develop a 1.8MW solar array on the city’s former landfill. The Major Milestones for this project are: Net Metering Agreement Signed November 30, 2014 (formal contract between city & developer for land lease and purchase of solar energy from the project) Certificate of Public Good Approved April 30, 2015 (Vermont state regulatory review and approval of project) Engineering/ Equipment Purchase Complete June 30, 2015 Construction Completion September 30, 2015 Project Commissioning October 15, 2015 10/15/2014 South Burlington, Vermont 48 CLICK the following to return to section heading: Municipal Photovoltaic Solar GenerationMunicipal Photovoltaic Solar Generation: 10/15/2014 South Burlington, Vermont 49 Appendix H: Project Detail for Residential Solar (PV) Efforts Proposed Project Charter for Residential PV Project Name: Residential Solar Power Project Project Champions: Steve Roy Linda McGinnis Project Sponsor: Creation Date: 8/11/14 upd. 10/7/14 Project Description: Renewable sources of power, like solar PV, are becoming cost effective for the residential customer. However, many people don’t know that they are a viable option for residential use or are not able to site them on their roofs or property (we estimate about half our residents fall into the later category. This project will have several aspects: 1. Work to increase awareness through a consortium of solar installers doing a major promotion program that will involve “rewards” earned for the community. 2. Work with developers to build and promote Community Solar Project(s) to provide an opportunity for residents to have solar power even if they have no place to site an array on their own property. Potential for Community Solar Projects to be in South Burlington or in surrounding towns within Green Mountain Power utility territory. A major promotion using “rewards” for the community is also planned for this. Project Objectives: Encourage the installation of an additional 200 solar installations on residential properties by year end 2016 Encourage 200 residents to become subscribers to a Community Solar Project(s) by year end 2016 Altogether this would equal an additional 2.6 megawatts (plus or minus) of solar assuming an average system size of 6.5 kilowatts. Methods: In order to find these 400 families and help them go solar we will create opportunities to engage with the public and do education. Some ideas we will pursue are: 1. Create an Energy Fair that will bring together different groups who can help with home energy efficiency, solar, and other home improvements for a fun evening focusing on reducing our energy usage. 2. Work with current solar homeowners to celebrate their systems and encourage others to go solar from within their networks. 3. Door knocking in targeted neighborhoods that are ideal for hosting solar arrays – to connect directly with homeowners who have the potential to go solar. 4. Open presentations/forums in easily accessible locations that focus on residential solar and the community solar options. PARTNERSHIPS A component in making this program successful is to build partnerships with solar companies in the area as well as other community minded organizations. Local solar companies have an opportunity to really benefit from this concerted effort in South Burlington. We would like to work with local solar companies who opt in to give back to the community some amount that correlates with the business that they do in town. It could be in the form of a gift of an educational and visible solar system at the school or library. One solar company, SunCommon, is open to this proposal: for each homeowner that they help go solar individually, they can put $200 towards the gift, for each community solar array that they fill half way with South Burlington residents they can give $400 (~13 families) and for each community solar array they fully fill they can give $800 (~26 families). 10/15/2014 South Burlington, Vermont 50 If done correctly this type of a reward program could be an added incentive to South Burlington families to go solar by knowing that they are also helping gift a solar system to their community. Key Milestones & Deliverables: Milestones Deliverables Expected Completion Solar Consortium Reach out to identify potential partners Complete initial contact to explain proposal TBD Complete Partnership Arrangements Outline of plan & responsibilities TBD Community Solar Reach out to Identify Potential Partners Complete initial contact to explain proposal TBD Select Partner & Finalize Arrangements Outline of plan & terms TBD Promotion Develop and Begin Promotion Plan Specific Messages, Media Plan, Funding Source Committed TBD Grand Celebrations at Major Milestones Launch, 25%, 50%, 75%, 100% Completions TBD Major Risks: • Ability to find Partners to Participate • Ability of Partner to Put Together a Community Solar Proposal • Funding Sources for Promotion Plans Project Stakeholders: Name Position Partners ‐ TBD 10/15/2014 South Burlington, Vermont 51 Project Team: Project Team Name Role Description Steve Roy Champion Clary Franko Technical Support Linda McGinnis Organizer 10/15/2014 South Burlington, Vermont 52 CLICK the following to return to section heading: Residential Photovoltaic SolarResidential Photovoltaic Solar: RESOLUTION AUTHORIZING THE CITY MANAGER TO ACT ON REQUEST TO CATER PERMITS WHEREAS, the Vermont Department of Liquor Control (DLC) requires the South Burlington City Council, acting as Control Commissioners under 7 V.S.A. §166, to review and approve Request to Cater Permits for events in the City of South Burlington; and, WHEREAS, the Control Commissioners have determined that the interests of the City can be served and protected if the City Manager was authorized to review and approve, on behalf of the Control Commissioners, said Request to Cater Permits; and, WHEREAS, DLC has indicated that the Control Commissioners may delegate their authority to act upon Request to Cater Permits to the City Manager; NOW THEREFORE, BE IT RESOLVED that the Control Commissioners authorize the City Manager to act on behalf of the Control Commissioners to approve, approve with conditions, or deny Request to Cater Permits. The City Manager will include a report of the Request to Cater Permits he has reviewed, and his decision on the same, in his regular report to the City Council. If the City Manager denies a Request to Cater Permit, he will include an explanation for the denial in his report. APPROVED this 20th day of October, 2014 by the South Burlington Control Commissioners. ________________________ _________________________ Pam Mackenzie, Chair Pat Nowak, Vice Chair ________________________ __________________________ Meaghan Emery, Clerk Helen Riehle ________________________ Chris Shaw