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TVWSD FY2021-22 Final Budget

Page 1

FY 7/1/21-6/30/22

Final Budget Teton Village Water and Sewer District Budget Hearing Information

P.O. Box 586 / 7020 Rachel Way Teton Village, WY 83025 (307) 733-5457

Location: Teton Village District Office Date: 7/15/2021 Time: 6:00 PM

Teton County S-A

Budget Prepared by: Jim Terry, Treasurer

BUDGET MESSAGE

W.S. 16-4-104(d)

The FY2022 budget for Teton Village Water and Sewer District (TVWSD) continues the commitment from the TVWSD Board of Directors and staff to ensure that the water and sewer systems are well maintained and that operations remain in compliance with permits from US EPA and WY DEQ. The FY2022 budget contains use of reserve funds towards the phase 4 expansion to the wastewater treatment facility. This expansion will increase capacity to match the future needs of Teton Village per the Master Plan. Pending approval from SRF for a loan towards fifty percent of the total cost, the project is estimated to start construction in the spring of 2022. The District intends to fund the project without increasing rates, as well as continuing to hold the mill levy tax at 3.5 mills for FY2022.

S-B

RESERVE DESCRIPTION

The TVWSD Board adopted a reserves policy with the intent of maintaining judicious financial resources, allowing the District to easily react to an extreme event, replace an asset that fails unexpectedly, or expand the wastewater treatment plant. Currently the District has $6,611,211in cash and investments, including $4,644,522 in unrestricted reserves. For the 2021-22 Fiscal year the Board approved resolution no. 2021-2 dedicating $3.6 of the Districts reserves and general fund savings as matching funds towards the anticipated 2022 WWTP Improvements. S-C

Names of Board Members Tim Carney, Chairman John B.L. Harness, Secretary Jim Terry, Treasurer Frank Kaunitz, Director Donald Gervias, Director

Does the district have regular office hours exceeding 20 hours per week?

Date of End of Term

11/8/22 11/8/22 11/5/24 11/5/24 11/5/24

If Yes, enter Address of office: City, State, Zip: Phone Number: Hours Open:

Where are the minutes of your board meeting available for public review? Teton Village District Office, 7020 Rachel Way, Teton Village, WY 83025 How and where are the notices of meeting posted for the public?

www.tetonvillagewy.org Where are the public meetings held? Teton Village District Office, 7020 Rachel Way, Teton Village, WY 83025

Yes

7020 Rachel Way Teton Village, WY 83025 (307) 733-5457 Mon - Thu 8:30 AM - 4:00 PM, Fri 8:30 AM - 12:00 PM


FINAL BUDGET SUMMARY 2019-2020 Actual

OVERVIEW

2020-2021 Estimated

2021-2022 Proposed

Final Approval

S-3

Total Budgeted Expenditures Total Principal to Pay on Debt Total Change to Restricted Funds

$2,278,627 $362,266 $65,511

$2,355,449 $415,025 $65,325

$3,314,813 $361,688 -$432,000

$3,911,660 $361,688 -$432,000

S-4

Total General Fund and Forecasted Revenues Available

$4,052,834

$4,147,500

$4,876,958

$4,990,356

S-5

Amount requested from County Commissioners

$922,766

$1,002,792

$1,140,733

$1,141,156

$0

$0

S-1 S-2

Additional Funding Needed :

S-6

REVENUE SUMMARY

S-7 S-8 S-9 S-10 S-11 S-12 S-13

Operating Revenues Tax levy (From the County Treasurer) Government Support Grants Other County Support (Not from Co. Treas.) Miscellaneous Other Forecasted Revenue

Total Revenue FY 7/1/21-6/30/22

S-14

EXPENDITURE SUMMARY

S-15 S-16 S-17 S-18 S-19 S-20R S-20

Capital Outlay Interest and Fees On Debt Administration Operations Indirect Costs Expenditures paid by Reserves Total Expenditures

DEBT SUMMARY

S-21

Principal Paid on Debt

CASH AND INVESTMENTS

S-22

TOTAL GENERAL FUNDS

Summary of Reserve Funds Beginning Balance in Reserve Accounts S-24 a. Sinking and Debt Service Funds S-25 b. Reserves S-26 c. Bond Funds Total Reserves (a+b+c) S-27 Amount to be added S-28 a. Sinking and Debt Service Funds S-29 b. Reserves S-30 c. Bond Funds Total to be added (a+b+c)

2019-2020 Actual

2020-2021 Estimated

2021-2022 Proposed

Final Approval

$1,627,849 $922,766 $0 $0 $0 $167,161 $0

$1,688,946 $1,002,792 $0 $0 $0 $120,704 $0

$2,717,776

$2,812,442 $2,928,259 $3,041,656 Teton Village Water and Sewer District

2019-2020 Actual $408,523 $76,137 $189,067 $1,177,302 $427,598 $0 $2,278,627 2019-2020 Actual $362,266 2019-2020 Actual

2020-2021 Estimated $436,038 $64,603 $200,356 $1,234,891 $419,561 $0 $2,355,449 2020-2021 Estimated $415,025 2020-2021 Estimated

$1,678,818 $1,140,733 $0 $0 $0 $108,708 $0

2021-2022 Proposed

$1,791,792 $1,141,156 $0 $0 $0 $108,708 $0

Final Approval

$795,850 $55,503 $228,080 $1,339,470 $463,910 $432,000 $3,314,813 2021-2022 Proposed

$1,361,896 $55,503 $228,080 $1,360,381 $473,800 $432,000 $3,911,660 Final Approval

$361,688 2021-2022 Proposed

$361,688 Final Approval

$1,335,058

$1,335,058

$1,948,699

$1,948,699

$450,000 $4,513,686 $0 $4,963,686

$450,000 $4,579,197 $0 $5,029,197

$450,000 $4,644,522 $0 $5,094,522

$450,000 $4,644,522 $0 $5,094,522

$0 $65,511 $0 $65,511

$0 $65,325 $0 $65,325

$0 $0 $0 $0

$0 $0 $0 $0

$5,029,197 $0 $5,029,197

$5,094,522 $0 $5,094,522

$5,094,522 $432,000 $4,662,522

$5,094,522 $432,000 $4,662,522

S-23

S-31 S-32 S-33

Subtotal Less Total to be spent TOTAL RESERVES AT END OF FISCAL YEAR

End of Summary

Date adopted by Special District Budget Officer / District Official (if not same as "Submitted by")

DISTRICT ADDRESS: P.O. Box 586 / 7020 Rachel Way Teton Village, WY 83025

PREPARED BY: Jim Terry, Treasurer

DISTRICT PHONE: (307) 733-5457 Prepared in compliance with the Uniform Municipal Fiscal Procedures Act (W.S. 16-4-101 through 124) as it applies. 1/23/19

Form approved by Wyoming Department of Audit, Public Funds Division


Final Budget Teton Village Water and Sewer District NAME OF DISTRICT/BOARD

FYE

6/30/2022

PROPERTY TAXES AND ASSESSMENTS

DOA Chart of Accounts R-1 R-1.1 R-1.2

Property Taxes and Assessments Received Tax Levy (From the County Treasurer) Other County Support (see note on the right)

4001 4005

2019-2020 Actual $922,766

2020-2021 Estimated $1,002,792

2021-2022 Proposed

Final Approval

$1,140,733 $

1,141,156

FORECASTED REVENUE

DOA Chart of Accounts R-2 R-2.1 R-2.2 R-2.3 R-2.4 R-2.5 R-3 R-3.1 R-3.2 R-3.3 R-3.4 R-4 R-4.1 R-4.2 R-4.3 R-4.4 R-5 R-5.1 R-5.2 R-5.3 R-5.4 R-5.5 R-6 R-6.1 R-6.2

Revenues from Other Governments State Aid Additional County Aid (non-treasurer) City (or Town) Aid Other (Specify) Total Government Support Operating Revenues Customer Charges Sales of Goods or Services Other Assessments Total Operating Revenues Grants Direct Federal Grants Federal Grants thru State Agencies Grants from State Agencies Total Grants Miscellaneous Revenue Interest Other: Specify Other: See Additional Total Miscellaneous Total Forecasted Revenue Other Forecasted Revenue a. Other past due as estimated by Co. Treas. b. Other forecasted revenue (specify):

2020-2021 Estimated

2021-2022 Proposed

Final Approval

4211 4237 4237 4237

4300 4300 4503

$0

$0

$0

$0

$1,627,849

$1,688,946

$1,678,818 $

1,791,792

$1,627,849

$1,688,946

$1,678,818

$1,791,792

$0

$0

$0

$0

$85,853 $37,155 $44,153 $167,161 $1,795,010

$42,364 $37,653 $40,687 $120,704 $1,809,650

$30,000 $40,708 $38,000 $108,708 $1,787,526

$30,000 $40,708 $38,000 $108,708 $1,900,500

$0

$0

$0

$0

4201 4201 4211

4501 4500

4004 4500 4500

R-6.3 R-6.4 R-6.5 R-6.6

2019-2020 Actual

Total Other Forecasted Revenue (a+b)


Final Budget Teton Village Water and Sewer District NAME OF DISTRICT/BOARD

FYE

6/30/2022

CAPITAL OUTLAY BUDGET

DOA Chart of Accounts E-1 E-1.1 E-1.2 E-1.3 E-1.4 E-1.5 E-1.6

Capital Outlay Real Property Vehicles Office Equipment Other (Specify) Water Sewer

2020-2021 Estimated

2021-2022 Proposed

Final Approval

6201 6210 6211 6200 6200

E-1.7 E-1.8

2019-2020 Actual

see additional details

TOTAL CAPITAL OUTLAY

$90,846 $277,307 $40,370 $408,523

$255,963 $134,000 $46,075 $436,038

$676,000 $90,000 $29,850 $795,850

$691,000 $522,000 $148,896 $1,361,896

ADMINISTRATION BUDGET

DOA Chart of Accounts E-2 E-2.1 E-2.2 E-2.3 E-2.4

Personnel Services Administrator Secretary Clerical Other (Specify)

7002 7003 7004

2019-2020 Actual

2020-2021 Estimated

2021-2022 Proposed

Final Approval

$121,425

$136,445

$141,480

$141,480

$1,900

$2,000

$2,000

$2,000

$15,000 $10,300

$3,000 $11,000

$5,000 $11,000

$5,000 $11,000

7031 7032 7033 7034

$3,750 $2,030 $55 $0

$1,100 $4,000 $0 $0

$3,000 $4,000 $0 $0

$3,000 $4,000

7035 7035

$14,500 $60 $20,047 $189,067

$15,974 $16 $26,822 $200,356

$20,000 $100 $41,500 $228,080

$20,000 $100 $41,500 $228,080

7005 7005

E-2.5 E-2.6 E-2.7 E-3 E-3.1 E-3.2 E-3.3 E-3.4

Board Expenses Travel Mileage Other (Specify) Director Stipends

7011 7012 7013 7013 7013

E-3.5 E-3.6 E-4 E-4.1 E-4.2 E-4.3

Contractual Services Legal Accounting/Auditing Other (Specify)

7021 7022 7023 7023

E-4.4 E-4.5 E-4.6 E-5 E-5.1 E-5.2 E-5.3 E-5.4 E-5.5 E-5.6 E-5.7 E-5.8 E-6

Other Administrative Expenses Office Supplies Office equipment, rent & repair Education Registrations Other (Specify) Office/Apt Landscaping, Util & Maint Bank Charges see additional details

TOTAL ADMINISTRATION


Final Budget Teton Village Water and Sewer District

FYE

6/30/2022

OPERATIONS BUDGET

DOA Chart of Accounts E-7 E-7.1 E-7.2 E-7.3

Personnel Services Wages--Operations Service Contracts Other (Specify)

7202 7203

2019-2020 Actual

2020-2021 Estimated

2021-2022 Proposed

Final Approval

$626,462

$657,581

$717,270

$735,181

$8,762 $0 $6,289 $0

$6,200 $0 $9,500 $0

$13,000 $0 $15,000 $0

$13,000

7220 7220 7220 7220

$18,018 $101,377

$20,253 $91,000

$19,200 $101,000

$19,200 $101,000

7230 7230 7230 7230

$87,531 $190,747

$88,594 $206,231

$98,500 $215,500

$94,500 $217,500

7400 7400 7400 7400

$16,500 $3,616

$23,032 $5,500

$14,500 $7,500

$14,500 $7,500

7450 7450 7450 7450

$5,000 $5,000 $108,000

$3,000 $2,000 $122,000

$5,000 $5,000 $128,000

$5,000 $5,000 $133,000

$1,177,302

$1,234,891

$1,339,470

$1,360,381

7204 7204

E-7.4 E-7.5 E-7.6 E-8 E-8.1 E-8.2 E-8.3

Travel Mileage Other (Specify) Training & Schools

E-8.4

7211 7212 7212

$15,000

E-8.5 E-9 E-9.1 E-9.2

Operating supplies (List) Physical Plant - Water Physical Plant - Sewer

E-9.3 E-9.4 E-9.5 E-10 E-10.1 E-10.2

Program Services (List) Maintain Plant - Water Maintain Plant - Sewer

E-10.3 E-10.4 E-10.5 E-11 E-11.1 E-11.2

Contractual Arrangements (List) Engineering Consultant Fees

E-11.3 E-11.4 E-11.5 E-12 E-12.1 E-12.2 E-12.3

Other operations (Specify) Vehicle Maintenance Vehicle Gas & Oil Utilities

E-12.4 E-12.5 E-13

TOTAL OPERATIONS


Final Budget Teton Village Water and Sewer District

FYE

6/30/2022

INDIRECT COSTS BUDGET

DOA Chart of Accounts E-14 E-14.1 E-14.2 E-14.3 E-14.4 E-14.5

Insurance Liability Buildings and vehicles Equipment Other (Specify) Surety Bonds

E-14.6

2019-2020 Actual

2020-2021 Estimated

2021-2022 Proposed

Final Approval

7502 7503 7504

$13,064 $28,926 $250

$13,370 $28,175 $743

$13,500 $33,500 $750

$13,500 $33,500 $750

7505 7505

$650

$700

$700

$700

7511 7512 7513 7514 7515

$53,635 $7,234 $8,678 $117,146 $171,639

$50,685 $5,175 $1,136 $120,091 $174,420

$65,694 $6,784 $1,374 $128,812 $177,414

$67,753 $6,997 $1,417 $129,999 $184,309

7516 7516

$12,544 $11,432 $2,400

$11,854 $12,012 $1,200

$12,452 $13,930 $9,000

$12,842 $13,033 $9,000

$427,598

$419,561

$463,910

$473,800

E-14.7 E-15 E-15.1 E-15.2 E-15.3 E-15.4 E-15.5 E-15.6 E-15.7 E-15.8

Indirect payroll costs: FICA (Social Security) taxes Workers Compensation Unemployment Taxes Retirement Health Insurance Other (Specify) Medicare LT Diabilty & Vision Care

E-15.9 E-17

see additional details

TOTAL INDIRECT COSTS

DEBT SERVICE BUDGET

DOA Chart of Accounts D-1 D-1.1 D-1.2 D-1.3 D-2

2019-2020 Actual

2020-2021 Estimated

2021-2022 Proposed

Final Approval

Debt Service Principal Interest Fees TOTAL DEBT SERVICE

6401 6410 6420

$362,266 $76,137

$415,025 $64,603

$361,688 $55,503

$361,688 $55,503

$438,403

$479,628

$417,191

$417,191


Final Budget Teton Village Water and Sewer District NAME OF DISTRICT/BOARD

FYE

6/30/2022

GENERAL FUNDS

C-1 C-1.1 C-1.2 C-1.3 C-1.4

Balances at Beginning of Fiscal Year General Fund Checking Accountand Balance Savings Investments Account General FundBalance CD Balance All Other Funds

Reserves (From Below)

C-1.5 C-1.6 C-2 C-2.1 C-2.2 C-2.3 C-2.4

DOA Chart of Accounts 1010 1040 1050 1020

Total Estimated Cash and Investments on Hand General Fund Reductions: a. Unpaid bills at FYE b. Reserves Total Deductions (a+b) Estimated Non-Restricted Funds Available

2010

End of Year

Beginning

Beginning

2019-2020 Actual

2020-2021 Estimated

2021-2022 Proposed

$26,627 $889,909 $418,522

Final Approval

$46,940 $913,957 $987,802

$46,940 $913,957 $987,802

$5,029,197 $6,364,255

$26,627 $889,909 $418,522 $0 $5,029,197 $6,364,255

$4,662,522 $6,611,221

$4,662,522 $6,611,221

$206,760 $5,029,197 $5,235,957 $1,128,298

$208,369 $5,094,522 $5,302,891 $1,061,364

$36,096 $4,662,522 $4,698,618 $1,912,603

$210,760 $4,662,522 $4,873,282 $1,737,939

2019-2020 Actual $450,000

2020-2021 Estimated $450,000

$450,000

$450,000

$450,000

$450,000

$0 $450,000

$0 $450,000

$0 $450,000

$0 $450,000

2019-2020 Actual $4,513,686

2020-2021 Estimated $4,579,197

$65,511

$65,325

$4,579,197

$4,644,522

DOA Chart of Accounts SINKING & DEBT SERVICE FUNDS

1070

C-3 C-3.1 C-3.2 C-3.3 C-3.4 C-3.5 C-3.6 C-3.7 C-3.8 C-3.9 C-3.10 C-3.11 C-3.12

Beginning Balance in Reserve Account (end of previous year) Date of Reserve Approval in Minutes: 15-Jul Amount to be added to the reserve Date of Reserve Approval in Minutes: SUB-TOTAL Identify the amount and project to be spent a. b. c. Date of Reserve Approval in Minutes: TOTAL CAPITAL OUTLAY (a+b+c) Balance to be retained

RESERVES

1090

C-4 C-4.1 C-4.2 C-4.3 C-4.4 C-4.5 C-4.6 C-4.7 C-4.8 C-4.9 C-4.10 C-4.11 C-4.12

Beginning Balance in Reserve Account (end of previous year) Date of Reserve Approval in Minutes: 15-Jul Amount to be added to the reserve Date of Reserve Approval in Minutes: 15-Jul SUB-TOTAL Identify the amount and project to be spent a. Plant Expansion b. c. Date of Reserve Approval in Minutes: TOTAL OTHER RESERVE OUTLAY (a+b+c) Balance to be retained

BOND FUNDS

2019-2020 Actual

C-5.8

Beginning Balance in Reserve Account (end of previous year) Date of Reserve Approval in Minutes: Amount to be added to the reserve Date of Reserve Approval in Minutes: SUB-TOTAL Identify the amount and project to be spent Date of Reserve Approval in Minutes: Balance to be retained

C-5.9

TOTAL TO BE SPENT

C-5.2 C-5.3 C-5.4 C-5.5 C-5.6 C-5.7

$0 $4,579,197

$0 $4,644,522

2021-2022 Final Approval Proposed $4,644,522 $4,644,522

$4,644,522

$4,644,522

$432,000

$432,000

$432,000 $4,212,522

$432,000 $4,212,522

1060

C-5 C-5.1

2021-2022 Final Approval Proposed $450,000 $450,000

2020-2021 Estimated $0

2021-2022 Final Approval Proposed $0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$0

$432,000

$432,000


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