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FY 2022-23 Adopted BudgetThe members of the governing body voted on the proposal to consider the budget as follows: FOR: Councilmembers Mark Davis, Jill Whittaker, Michael Dahle, David Scagliola, Allison Heyward, Tim Brown AGAINST: N/A PRESENT and not voting: N/A ABSENT:N/A Property Tax Rate Comparison 2022-23 2021-22 Property Tax Rate:$0.4950/100 $0.5121/100 No-new-revenue $.04526/100 $0.5146/100 $0.3046/100 $0.3515/100 Voter-approval Rate:$0.4968/100 $0.5242/100 Debt Rate:$0.1480/100 $0.1604/100 Total debt obligation for the City of Schertz secured by property taxes: 105,316,557$ City of Schertz Fiscal Year 2022-23 Budget Cover Page The City Council hereby ratifies the budget will raise more total property taxes than last year's budget by $2,541,687 or 12%increase,and of that amount,$576,517 is tax revenue to be raised from new property added to the tax roll this year. No-new-revenue Maintenance & Operations Tax Rate: CITY OF SCHERTZ, TEXAS PROPOSED ANNUAL BUDGET FISCAL YEAR 2022-23 OCTOBER 1, 2022 – SEPTEMBER 30, 2023 CITY COUNCIL RALPH GUTIERREZ Mayor MARK DAVIS Council Member, Place 1 Vacant Council Member, Place 2 JILL WHITTAKER Council Member, Place 3 MICHAEL DAHLE Council Member, Place 4 DAVID SCAGLIOLA Council Member, Place 5 ALLISON HEYWARD Council Member, Place 6 TIM BROWN Council Member, Place 7 PREPARED BY MARK BROWNE, CITY MANAGER BRIAN C. JAMES, ASSISTANT CITY MANAGER SARAH GONZALEZ, ASSISTANT TO THE CITY MANAGER JAMES P. WALTERS, FINANCE DIRECTOR BABETT MARTIN, ASSISTANT FINANCE DIRECTOR MIKE WALKDEN, FINANCIAL ANALYST City of Schertz Our Vision Community. Service. Opportunity. Our Mission Leading, improving, and serving a livable, sustainable and financially sound community City Policy Values 1. Safe Community 2. Essential Services 3. High Quality of Life 4. Attractive Community 5. Economic Prosperity 6. Fiscally Sustainable City Operational Values 1. Systems Management 2. Engaged Workforce 3. Innovative 4. Proactive 5. Service Oriented City Core Value 1. Do the right thing 2. Do the best you can 3. Treat others the way you want to be treated 4. Work cooperatively as a tea CITY OF SCHERTZ 2022-23 BUDGET Table of Contents Budget Ordinance 1 Tax Rate Ordinance 4 Organizational Chart 7 Executive Summary 8 General Fund Summary 21 Revenues 25 City Council 30 City Manager 34 Municipal Court 38 311/Customer Relations 43 Planning & Zoning 46 Legal Services 52 City Secretary 55 Non-Departmental 59 Public Affairs 62 Engineering 67 Police 73 Fire Rescue 81 Inspections 88 Neighborhood Services 95 Streets 100 Parks, Recreation, & Community Services 105 Pools 111 Event Facilities 115 Library 120 Information Technology 127 Human Resources 132 Finance 137 Purchasing & Asset Management 142 Fleet Services 147 Facility Services 153 Projects City Assistance 158 Court Restricted Funds 161 Interest & Sinking Fund 163 Water & Sewer Summary 168 Business Office 175 Water & Sewer Administration 180 Capital Recovery - Water 190 Capital Recovery – Sewer 196 Drainage Summary 202 Revenues 208 Expenditures 209 Emergency Medical Services (EMS) Summary 213 Revenues 220 Expenditures 221 Schertz Economic Development Corporation Summary 225 Revenues 231 Expenditures 232 Special Revenue Funds Special Events 235 Public, Educational, and Government (PEG) Access Fund 238 Hotel/Motel Tax 243 Park Fund 248 Tree Mitigation 252 Roadway Area 1 256 Roadway Area 2 260 Roadway Area 3 264 Roadway Area 4 268 Library Fund 272 Historical Committee 276 Position Authorization Table 280 Pay Tables 286 Debt Service Tables 289 Glossary 330 1 of 335 2 of 335 3 of 335 4 of 335 5 of 335 6 of 335 Citizens City Council City Attorney City Manager Assistant City Manager Engineering IT GIS Library Parks & Recreation Planning & Community Development Planning Inspections Neighborhood Services Executive Director of Economic Development Assistant City Manager EMS Fire Rescue Police Public Works Streets & Drainage Water & Sewer Fleet & Facilities Assistant to City Manager Public Affairs Customer Care/311 Civic Center & Events Schertz Magazine Human Resources & Purchasing Finance Utility Billing Municipal Court City Secretary CITY OF SCHERTZ 7 of 335 Executive Summary General Fund Revenue: Revenues for FY 2022-23 Budget are expected to increase 7.8% from the FY 2021-22 year-end estimate. The largest contributor to this increase will be from property and sales taxes. The property taxes for FY 2022-23 are estimated to increase 6.41% and sales taxes are estimated to increase 5.63%. These increases are offset by a projected decrease in commercial building permits and large deployment reimbursements received in 2021-22 that are not expected in 2022-23. Expenses: The overall FY 2022-23 Budget increased 3.3% from the FY 2021-22 year-end estimates. This includes annual wage increases, 24 new personnel and a 3% ECI increase. This budget also includes additional funding for street preservation and maintenance as well as a parking lot surfacing for building 27 to provide the needed additional parking and storage. In addition, the FY 2022-23 budget includes IT upgrades for Internet and fiber to add additional high-speed connection to the internet and create better network load balancing for internet connectivity. The IT budget will also increase with the funding for two software. A new eProcurement and Contract management software to allow for increased participation in the bidding process and more effective contract management. Funding for a joint project with IT and Police to replace the current RMS software with a more efficient system. City Council The Proposed FY 2022-23 Budget increases 7.8% from the FY 2021-22 year-end estimates for additional funding for training and travel. City Manager The FY 2022-23 Budget decreases 1.3% from the FY 2021-22 year-end estimates. Wages increases are offset by vehicle replacements made in 2021-22 that will not carry forward to 2022-23. Municipal Court The FY 2022-23 Budget increased 6.7% from FY 2021-22 year-end estimates for an increase in the Judge services rates and a projected increase in prosecutor rates. 311 Customer Service The FY 2022-23 Budget decreases 3.4% from the FY 2021-22 year end estimates with no changes to operation. 8 of 335 Planning & Zoning The FY 2022-23 Budget decreased by 40.8% from the FY 2021-22 year-end estimate. $400,000 for the master plan was originally allocated in the planning department. Because this is a multi-year project, we will be accounting for the funds in the project fund. This decrease will be offset by the addition of 2 new positions, plans examiner and permit technician. Legal Services The FY 2022-23 Budget decreased 2.0% from the FY 2021-22 year end estimate with no changes to operation. City Secretary The FY 2022-23 Budget decreases 0.7% from the FY 2021-22 year-end estimate with no changes to operation. Non-Departmental The FY 2022-23 Budget increases 20.9% from the FY 2021-22 year-end estimate due to a projected 10.8% increase on commercial insurance rates and setting general contingency and personnel contingency to $186,200 each. Public Affairs The FY 2022-23 Budget decreases 0.2% from the FY 2021-22 year end estimate with no changes to operation. Engineering The FY 2022-23 Engineering Budget increased 31.7% from the FY 2021-22 year end estimate for two new positions, inspector and engineer, and vehicle replacements. Police The FY 2022-23 Budget increases 6.7% from the FY 2021-22 year-end estimates for four new positions. Two school resource officers, a traffic officer, and a records management specialist. In addition to new personnel, the police department will be adding additional funding for body armor. Fire Rescue The FY 2022-23 Budget will decrease 6.1% from the FY 2021-22 year-end estimate. A fire inspector position and 3 new firefighter positions will be offset by less vehicle replacements/purchases and fewer state deployments. Inspections The FY 2022-23 Budget increases 16.2% from the FY 2021-22 year-end estimate for a new Plans Examiner position, computer equipment, and a vehicle replacement. Neighborhood Services The FY 2022-23 Budget increases 28.5% from the FY 2021-22 year end with the addition of a neighborhood services officer position, the addition of the Cibolo creek clean-up program, and vehicle replacements. 9 of 335 Streets The FY 2022-23 Budget will increase 25.2% from the FY 2021-22 year-end estimate. FY 2022-23 budget includes an additional $250,000 for Street Preservation and Maintenance (SPAM), an emulsion tank, and a replacement skid steer. Parks The FY 2022-23 Budget will increase 19.0% from the FY 2021-22 year-end estimate for a two new Parks maintenance technician positions, a recreation coordinator position, additional funding for contract mowing and vehicle and equipment replacements. Pools The FY 2022-23 Budget will increase 0.8% from the FY 2021-22 year end with no change in operations. Event Facilities The FY 2022-23 Budget will increase 11.2% from the FY 2021-22-year end estimate with the addition of a new event attendant position. Library The Library FY 2022-23 Budget increases 8.6% from the FY 2021-22 year end for a new Part time programming specialist, wage increases, additional funding for Library materials, and noise mitigation tiles for meeting rooms. Animal Services This budget was combined into the Police Department Budget. Information Technology The Information Technology FY 2022-23 Budget increases approximately 16.2% from the FY 2021-2022 year-end estimates. Primary costs changes include a new Public safety technician position, a GIS specialist position, an Eprocurement software, camera replacements, and internet and fiber upgrades. Human Resources The FY 2022-23 Budget will increase 11.3% from the FY 2021-22 year-end estimate for wage increases, an increase in expenditures for the remaining employee wellness program initiative funds, and additional funding for recruitment advertisement and incentives. Finance The FY 2022-23 Budget will increase 4.2% from the FY 2021-22 year-end estimate due to citywide wage increases. Purchasing & Asset Management The FY 2022-23 Budget will increase 1.8% from the FY 2021-22 year-end estimate due to the salary increase awarded to the Purchasing Manager in 2022 and the rising costs across the board for training, travel, office supplies, and operating supplies. 10 of 335 Fleet Services The FY 2022-23 Budget will decrease 2.3% from the FY 2021-22 year end estimate. Wage increases, a new parts clerk/lube technician position, and updgraded software will be offset by less vehicle replacements in 2022-23. Facility Services The FY 2022-23 Budget decreases 3.9% from the FY 2021-22 year-end estimates. Wage increases and vehicle replacements are offset by a lower budget for maintenance services. City Assistance The FY 2022-23 Budget will increase 5.7% from the FY 2021-22 year end estimate for the Senior Citizens meal program. Court Restricted Funds The FY 2022-23 Budget will decrease 34.5% from the FY 2021-22 estimate to match the projected revenue for 22-23. Interest & Sinking Fund Revenues: Revenues for FY 2022-23 increase 16.3% from the FY 2021-22 estimate with higher property values. Expenses: The FY 2022-23 Budget will increase 31.9% from the FY 2021-22 year end estimate with the addition of new debt issuances. Water & Sewer Fund Revenue: Revenues for FY 2022-23 Budget are expected to decrease 0.6% from the FY 2021-22 year-end estimate increase is fees are offset by lower fund transfers. Expenses: The FY 2022-23 Budget increases 2.9% from the FY 2021-22 year-end estimates. Utility Billing The FY 2022-23 Budget increases 5.5% from the FY 2021-22 year-end estimate for wage increases, increased charges for credit card processing fees and a customer text notification software. Administration The FY 2022-23 Budget will increase 5.0% from the FY 2021-22 year-end estimate for wage increases, water gems software, a new mobile bypass pump and additional debt payments. Capital Recovery Fund – Water The FY 2022-23 Budget will be set at $55,748 for any professional services or studies that need to be completed. Capital Recovery Fund - Sewer The FY 2022-23 Budget will be set at $64,248 for any professional services or studies that need to be completed. 11 of 335 Drainage Fund Revenue: The FY 2022-23 Budget increase 14.5% from the FY 2021-22 year-end estimate from a fund transfer from reserves for equipment replacements. Expenses: The FY 2022-23 Budget will increase 28.5% from the FY 2021-22 year-end estimate for wage increases and equipment replacements. EMS Fund Revenue: Revenues for FY 2022-23 Budget are expected to increase 1.2% from FY 2021- 22 year-end estimates from an increase in transports that is offset by lower funding from the Texas Ambulance Supplemental Payment Program (TASSP). Expenses: The FY 2022-23 Budget will increase 1.7% from the FY 2021-22 year-end estimate. The addition of 8 new person and wage increases is offset by debt service being paid off and vehicle replacements made in FY 2021-22. Schertz Economic Development Corporation (SEDC) Revenues: The SEDC receives one-half of one percent of all sales and use tax generated within the City of Schertz. The revenue for FY 2022-23 is projected to increase by 60.3% from the FY 2021-22 year-end estimate. The increase is reflective of an increase in sales tax revenue. Expenses: The SEDC funds are restricted to those expenses authorized by the Texas Local Government Code sections 501 and 505. The expenses for FY 2022-23 are projected to increase by 67.9% to accommodate costs associated with signage on Schertz Parkway Overpass, and Master Planning for comprehensive Request for Information (RFI) responses, and continued work with the Retail Coach on site analysis and planning. Unspent Marketing and Promotion dollars may be carried forward per State statute for Marketing and Promotion purposes. Special Events Fund Revenue: Revenues are set at $24,000 each year and any additional covers event expenses. Expenses: The Special Events Fund FY 2022-23 Budget is set at $24,000 with no change in operations. Public, Educational, and Governmental Access (PEG) Fund Revenue: Revenues for FY 2022-23 Budget are not expected to change from the FY 2021- 22 year-end estimates 12 of 335 Expenses: The PEG Fund FY 2022-23 Budget decreased to $60,000 from the FY 2021- 22 year-end estimates with the continued implementation of the communication master plan Hotel Motel Tax Fund Revenue: Revenue for FY 2022-23 Budget is expected to increase 0.5% from the FY 2021-22 year end estimates. Expenses: The Hotel Motel Tax Fund FY 2022-23 Budget decrease 20.3% from FY 2021- 22 year end estimates due to one time purchases in FY 21-22 for banquet chairs and an event management software for the civic center. Park Fund Revenue: The revenue for FY 2022-23 Budget is expected to be equal to the FY 2021-22 year end estimates. Expenses: The FY 2022-23 Budget is not expected to change from FY 2021-22 year end estimate. Tree Mitigation Revenue: The revenue for FY 2022-23 Budget is expected to increase by 1.5% from 2021- 22 year-end estimate with no changes to the operation. Expenses: The FY 2022-23 Budget will not change from the FY 2021-22 year-end estimate. Roadway Impact Fee Area 1 The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. Roadway Impact Fee Area 2 The FY 2022-23 Budget will be set at $55,000 for any professional services or studies that need to be completed. Roadway Impact Fee Area 3 The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. Roadway Impact Fee Area 4 The FY 2022-23 Budget will be set at $3,000 for any professional services or studies that need to be completed. Library Fund Revenues: Revenue for FY 2022-23 is expected to decrease 4.6% from the FY 2021-22 estimate due to the lower budgeted amount for fund transfers to balance the overall budget. Expenses: The Library Fund’s FY 2022-23 Budget will increase 0.5% from the FY 2021- 22 year end estimate for the increase in operating supply purchases. 13 of 335 Historical Committee Revenues: Revenue for FY 2022-23 will remain at the same funding allocation as FY 2021- 22. Expenses: The Historical Committee’s FY 2022-23 Budget will remain the same as the FY 2021-22 Budget. 14 of 335 Year Rate Total Taxable Valuation 2012 0.4999 2,330,237,535$ 2013 0.4974 2,476,084,067$ 2014 0.4974 2,706,308,881$ 2015 0.4911 3,029,803,646$ 2016 0.4911 3,255,978,906$ 2017 0.4910 3,413,283,122$ 2018 0.5146 3,545,808,786$ 2019 0.5146 3,761,245,673$ 2020 0.5146 3,906,217,828$ 2021 0.5121 4,068,009,738$ 2022 0.4950 4,802,195,802$ Tax Year Rates and Property Evaluation 0 1 2 3 4 5 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 10-Yr. Avg. Taxable Assessed Property ValuesValue In Billions 15 of 335 0.4750 0.4800 0.4850 0.4900 0.4950 0.5000 0.5050 0.5100 0.5150 2014 2015 2016 2017 2018 2019 2020 2021 2022 10-Yr. Avg. 0.4974 0.4911 0.4911 0.4910 0.5146 0.5146 0.5146 0.5121 0.4950 0.5019 Rate Per Hundred Valuation 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 $499.90 $497.40 $497.40 $491.10 $491.10 $491.00 $514.60 $514.60 $514.60 $512.10 $495.00 Tax on $100,000 Valuation by Year 16 of 335 General Revenue 44,376,036$ Debt Services 8,686,248 Water & Sewer 28,485,858 Drainage 1,450,073 Schertz EMS 11,720,981 Capital Recovery 2,592,890 Special Revenue 1,175,125 Historical Committee 11,750 SED Corporation 10,050,960 TOTAL 108,549,921$ Revenues - All Funds General Revenue 37.6% Debt Services 8.0% Water & Sewer 26.2% Drainage 1.3% Schertz EMS 10.8% Capital Recovery 2.4% Special Revenue 1.1% SED Corporation 9.3% Revenues -All Funds 17 of 335 Debt Service 11,102,025$ Personnel 38,265,512 Supplies 1,538,180 Professional & City Services 9,475,521 Utility & Maintenance Services 17,344,974 Operation Support & Services 21,580,946 Capital Expense 4,566,162 TOTAL 103,873,320$ Expenditures - All Funds Debt Service 10.7% Personnel 36.8% Supplies 1.5% Professional & City Services 9.1% Utility & Maintenance Services 16.7% Operation Support & Services 20.8% Capital Expense 4.4% Expenditures -All Funds 18 of 335 Estimated Beginning Balance 10/01/2022 Budgeted Change Budgeted Ending Balance 9/30/2023 General Fund 14,016,725 (446,346) 13,570,379 Special Events 142,278 - 142,278 Public, Ed., & Gov. Fund 111,618 30,000 141,618 Tax I&S Fund 1,668,178 (814,143) 854,035 Water & Sewer Fund 20,188,885 1,659,117 21,848,002 Capital Recovery Fund 9,838,485 1,633,004 11,471,489 Drainage Fund 509,044 10,266 519,310 EMS Fund 3,466,546 1,319 3,467,865 SEDC Fund 25,274,031 (3,320,960) 21,953,071 Hotel Tax Fund 2,419,189 375,585 2,794,774 Park Fund 486,260 194,025 680,285 Tree Mitigation Fund 465,768 1,400 467,168 Library Board 69,017 (5,165) 63,852 Historical Committee 13,927 - 13,927 All Funds 78,669,953 (681,898) 77,988,055 Fund Balance - All Funds 19 of 335 Public Safety 20,742,965$ General Government 7,309,695 Health - Parks & Culture 4,458,680 Public Environment 2,587,507 Internal Services 8,078,641 Miscellaneous Expense 1,198,553 TOTAL 44,376,041$ General Fund Expenditures - By Function Public Safety 44.3% General Government 16.5% Health 0.0% Parks & Culture 10.0% Public Environment 5.8% Internal Services 18.2% Miscellaneous 2.7% General Fund Expenditures -By Function 20 of 335 Taxes 19,265,000$ Sales Tax 13,040,000 Franchises 2,550,000 Permits/License/Fees 3,255,170 Municipal Court 706,450 Inter-Jurisdictional 1,151,352 Inter-Fund Transfers 3,568,214 Miscellaneous Income 839,850 TOTAL 44,376,036$ General Fund - Revenues Taxes 43.4% Sales Tax 29.4% Franchises 5.7% Permits/License/Fee 11% Municipal Court 10.9% Inter-Jurisdictional 2.6% Inter-Fund Transfers 8.0% Miscellaneous 1.9% Revenues -General Fund 21 of 335 Personnel 29,819,026$ Supplies 856,614 Professional & City Services 3,813,846 Utility & Maintenance Services 3,765,099 Operation Support & Services 4,098,484 Capital Expense 2,022,972 TOTAL 44,376,041$ General Fund - Expenditures Personnel 67.2% Supplies 1.9% Professional & City Services 8.6% Utility & Maintenance Services 8.5% Operation Support & Services 9.2%Capital 4.6% Expenditures -General Fund 22 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Taxes 27,294,442 27,845,000 28,970,311 32,305,000 Franchises 2,226,362 2,327,000 2,354,016 2,550,000 Permits 1,547,782 1,718,150 2,265,756 1,717,800 Licenses 45,600 49,320 38,620 45,620 Fees 1,975,216 2,232,459 2,351,313 2,189,200 Fines 8,477 9,000 9,000 9,000 Inter-jurisdictional 899,349 990,598 986,068 1,151,352 Inter-Fund Transfers 2,893,814 5,612,630 3,094,851 3,568,214 Miscellaneous 719,517 706,050 1,097,943 839,850 37,610,559 41,490,207 41,167,878 44,376,036 CITY COUNCIL 105,990 129,252 124,152 133,870 CITY MANAGER 1,249,953 1,347,229 1,397,216 1,379,658 MUNICIPAL COURT 343,557 388,838 390,436 416,702 CUSTOMER RELATIONS-311 115,149 117,235 125,300 121,062 PLANNING & ZONING 220,518 727,715 635,491 376,096 LEGAL SERVICES 158,366 140,000 140,000 137,200 CITY SECRETARY 204,992 216,259 235,183 233,574 NONDEPARTMENTAL 2,443,348 2,381,310 2,138,237 2,585,204 PUBLIC AFFAIRS 603,791 658,486 663,917 662,484 ENGINEERING 870,161 959,634 959,414 1,263,845 6,315,825 7,065,958 6,809,346 7,309,695 POLICE 9,955,404 10,295,516 10,911,514 11,639,568 FIRE & RESCUE 6,559,780 6,667,866 7,793,123 7,316,978 INSPECTIONS 974,333 1,088,400 1,093,923 1,271,297 NEIGHBORHOOD SERVICES - 377,450 400,940 515,122 17,489,517 18,429,232 20,199,500 20,742,965 GENERAL GOVERNMENT TOTAL GENERAL GOVERNMENT PUBLIC SAFETY TOTAL PUBLIC SAFETY FINANCIAL SUMMARY REVENUE SUMMARY TOTAL REVENUES EXPENDITURE SUMMARY 23 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED STREETS 1,413,808 2,037,970 2,067,417 2,587,507 1,413,808 2,037,970 2,067,417 2,587,507 PARKS 1,661,873 1,823,731 1,780,332 2,118,076 POOLS 536,674 569,878 576,378 580,824 COMMUNITY/CIVIC CENTER 307,776 384,945 419,883 466,985 2,506,323 2,778,554 2,776,593 3,165,885 CULTURAL LIBRARY 1,040,279 1,163,373 1,190,931 1,292,795 1,040,279 1,163,373 1,190,931 1,292,795 INFORMATION TECHNOLOGY 2,517,578 2,707,439 2,631,436 3,058,614 HUMAN RESOURCES 666,390 748,319 690,510 768,340 FINANCE 687,036 704,969 725,065 755,468 PURCHASING & ASSET MANAGEMENT 247,912 257,714 290,020 295,370 FLEET SERVICE 1,025,477 1,306,111 1,273,032 1,244,274 BUILDING MAINTENANCE 1,663,630 1,998,339 2,036,009 1,956,575 6,808,023 7,722,891 7,646,072 8,078,641 PROJECTS 2,314,007 1,930,112 1,930,112 850,000 CITIZENS ASSISTANCE 290,617 342,666 317,666 335,813 COURT RESTRICTED FUNDS 11,770 19,452 19,452 12,740 2,616,394 2,292,230 2,267,230 1,198,553 38,190,169 41,490,208 42,957,089 44,376,041 OVER/UNDER (579,610) (1) (1,789,211) (5) FUNDING FROM RESERVES - (2,289,008) - (446,341) BEGINNING FUND BALANCE 16,385,546 15,805,936 15,805,936 14,016,725 ENDING FUND BALANCE 15,805,936 13,516,927 14,016,725 13,570,379 MISCELLANEOUS TOTAL MISCELLANEOUS TOTAL EXPENDITURES TOTAL CULTURAL INTERNAL SERVICE TOTAL INTERNAL SERVICE PARKS & RECREATION TOTAL PARKS & RECREATION TOTAL PUBLIC ENVIRONMENT PUBLIC ENVIRONMENT 24 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Taxes 000-411100 Advalorem Tax - Current 14,762,219 15,420,000 15,500,000 17,965,000 000-411110 Disable Veterans Assist Pymnt 1,064,592 1,100,000 897,696 1,100,000 000-411200 Advalorem Tax - Delinquent 68,737 50,000 63,702 50,000 000-411300 Advalorem Tax - P&I 107,361 70,000 93,830 80,000 000-411500 Sales Tax Revenue-General Fund 11,222,803 11,135,000 12,345,083 13,040,000 000-411700 Mixed Beverage 68,730 70,000 70,000 70,000 Total Taxes 27,294,442 27,845,000 28,970,311 32,305,000 Franchises 000-421200 Center Point/Entex Energy 103,058 94,000 120,671 120,000 000-421220 City Public Service 1,039,100 980,000 1,100,000 1,200,000 000-421240 Guadalupe Valley Elec Co-op 457,842 460,000 450,000 475,000 000-421250 New Braunfels Utilities 71,296 70,000 75,000 80,000 000-421300 Time Warner/Paragon Cable 317,385 325,000 300,000 325,000 000-421460 AT&T Franchise Fee 27,032 100,000 75,059 75,000 000-421480 Other Telecom Franchise 44,206 130,000 63,286 100,000 000-421500 Solid Waste Franchise Fee 166,443 168,000 170,000 175,000 2,226,362 2,327,000 2,354,016 2,550,000 Permits 000-431100 Home Occupation Permit 665 525 525 550 000-431205 Bldg Permit - Residential 475,336 601,400 350,000 513,000 000-431210 Bldg Permit - Commercial 210,053 250,000 800,000 347,000 000-431215 Bldg Permit - General 356,641 350,000 350,000 328,000 000-431300 Mobile Home Permit 400 375 50 - 000-431400 Signs Permit 6,668 5,000 5,000 5,500 000-431500 Food Establishment Permit 73,410 70,000 70,000 71,000 000-431700 Plumbing Permit 121,196 130,000 120,000 123,000 000-431750 Electrical Permit 75,500 75,000 65,000 70,000 000-431800 Mechanical Permit 53,800 68,000 55,000 60,000 000-431900 Solicitor/Peddler Permit 2,890 2,000 2,227 2,000 000-431950 Animal/Pet Permit 100 250 267 250 000-432000 Certificate of Occupancy Permit 11,350 7,600 10,000 9,500 000-432100 Security Alarm Permit 31,662 43,000 39,499 43,000 000-432300 Grading/Clearing Permit 12,943 10,000 24,166 15,000 000-432400 Development Permit 87,450 75,000 345,044 100,000 000-435000 Fire Permit 27,718 30,000 28,978 30,000 1,547,782 1,718,150 2,265,756 1,717,800 Total Franchises Total Permits 25 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Licenses 000-441000 Alcohol Beverage License 9,620 8,200 8,500 8,500 000-441300 Mobile Home License 80 120 120 120 000-442000 Contractors License 35,900 41,000 30,000 37,000 45,600 49,320 38,620 45,620 Fees 000-451000 Municipal Court Fines 481,067 625,000 529,000 525,000 000-451010 Texas Motor Carrier Fines - - 37,700 30,000 000-451015 CVE Out of Service 250 - 2,453 3,000 000-451100 Arrest Fee 14,040 21,300 17,160 12,000 000-451110 Expunction Fee - 100 - - 000-451200 Warrant Fees 56,474 67,400 63,000 53,000 000-451220 Officer Jury Fee - 200 200 - 000-451310 Restitution Fee-Local 103 100 - - 000-451340 Judicial Fee - City 544 1,524 432 300 000-451400 Traffic Fine Costs TTL 5,839 9,924 7,349 6,000 000-451510 Juvenile Court Fee 4,543 12,768 3,664 3,000 000-451520 Truancy Fees 12,459 13,584 16,000 14,000 000-451530 Local Municipal Jury Fund 238 225 317 150 000-451600 Technology Fund Fee 13,233 19,452 15,916 13,000 000-451700 Security Fee 14,437 18,900 18,050 15,000 000-451800 Time Payment Fee - City 2,617 4,140 5,583 4,000 000-451850 State Fines 10% Service Fee 27,691 32,612 21,200 15,000 000-451900 DPS Payment - Local 4,353 5,052 4,947 4,000 000-452000 Child Safety Fee 4,800 5,880 5,917 5,000 000-452100 Platting Fees 44,500 54,000 54,000 54,000 000-452200 Site Plan Fee 19,000 23,000 23,000 23,000 000-452300 Plan Check Fee 462,928 600,000 700,000 570,000 000-452320 Tree Mitigation Admin Fee 38,738 15,000 15,000 15,000 000-452400 BOA/Variance Fees 1,500 2,500 3,000 2,500 000-452600 Specific Use/Zone Chng Fee 34,300 26,450 35,000 26,450 000-452710 Zoning Ltr&Dev Rights 2,700 2,550 5,000 2,550 000-453100 Reinspection Fees 179,625 190,000 190,000 190,000 000-453110 Swim Pool Inspection Fee 3,410 2,500 2,500 2,900 000-453200 Lot Abatement 6,525 5,000 5,000 6,700 000-453211 Admin Fee-Inspections 3,000 10,000 10,000 10,000 000-453710 Foster Care 300 500 300 500 Total Licenses 26 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 000-454200 Pool Gate Admission Fee 21,545 22,000 22,000 22,000 000-454300 Seasonal Pool Pass Fee 6,730 4,000 6,500 4,000 000-456110 Senior Center Memberships - - 25,000 16,000 000-456120 Senior Center Meal Fee 28,205 20,000 20,000 20,000 000-456500 Hazard Material Fee - 5,000 5,000 5,000 000-456600 Fire Re-inspection Fee 300 750 100 700 000-458000 Sale of General Fixed Assets - - 37,572 - 000-458110 Sale of Merchandise-Gov Deals 126,933 100,000 9,700 100,000 000-458350 Gain on Sale of Fixed Assets 3,800 - - - 000-458400 Civic Center Rental Fees 42,904 140,000 215,000 225,000 000-458401 Capital Recover Fee-Civic Center 7,775 - - - 000-458402 Civic Center Ancillary Fees 210 - - - 000-458450 North Center Rental Fees 26,094 18,000 31,000 28,000 000-458460 Senior Center Rental - 7,000 1,867 7,000 000-458500 Community Center Rental Fees 32,505 25,000 46,000 40,000 000-458501 Community Center Service Fees 500 - - - 000-458510 Grand Ballroom Rental Fees 51,501 - - - 000-458520 Cut-Off Hall Rental Fees 8,016 - - - 000-458530 Conference Hall Rental Fees 506 - - - 000-458540 Bluebonnet Hall Rental Fees 19,974 - - - 000-458550 Pavilion Rental Fees 24,308 20,000 23,933 25,000 000-458551 Equipment Rentals-Parks - - 53 - 000-458560 Chamber of Commerce Rent 7,800 7,800 7,800 7,800 000-458570 Non-Resident SYSA League 9,160 10,000 10,000 10,000 000-458580 HOA Meeting Rental Fees 825 - - - 000-458581 Funeral Reception Rental Fees 675 - - - 000-458582 Quality of Life Rental Fees 6,150 - - - 000-458590 Cancellation Fees-Event Rental 1,600 - 2,000 1,500 000-458650 Nonresident User Fee- BVYA 12,600 10,000 10,000 - 000-458660 BVYA Utility Reimbursement 18,338 15,000 15,000 15,000 000-458670 SYSA Utility Reimbursement 5,863 7,500 7,500 7,500 000-458675 Lions Futbol Utility Reimbursement 22,580 15,000 15,000 15,000 000-458685 Recreation Programs 2,431 1,000 50 1,000 000-458685.001Rec Prgrm-Kickball Leagues 7,105 2,600 6,000 2,600 000-458700 Vehicle Impoundment 11,580 11,000 12,500 - 000-459200 NSF Check Fee - 100 - - 000-459300 Notary Fee 84 48 50 50 000-459600 Animal Adoption Fee 10,955 9,000 12,000 12,000 000-459700 Pet Impoundment Fee 9,436 7,000 13,000 13,000 000-459800 Police Reports Fee 6,924 5,000 5,000 5,000 1,975,216 2,232,459 2,351,313 2,189,200 Fines 000-463000 Library Fines 8,477 9,000 9,000 9,000 Total Fines 8,477 9,000 9,000 9,000 Fees continued Total Fees 27 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 000-473100 Bexar Co - Fire 35,130 21,077 21,077 21,077 000-473200 City of Seguin-Fire Contract 33,453 30,107 30,107 30,107 000-473300 Guadalupe Co-Library 203,191 217,000 217,152 220,000 000-474200 Library Services-Cibolo 40,000 40,000 40,000 40,000 000-474210 Library Services-Selma 25,020 26,000 24,825 25,000 000-474400 Dispatch Service-Cibolo 83,000 160,000 163,000 160,000 000-474600 School Crossing Guard-Bexar Co 41,212 36,000 36,000 36,000 000-474610 School Cross Guard-Guadalupe C 47,822 41,000 46,822 41,000 000-474620 School Crossing Guards - Comal 1,813 1,900 14,571 1,900 000-474700 School Officer Funding 363,708 367,514 367,514 551,268 000-474750 Crime Victim Liaison Agreement 25,000 50,000 25,000 25,000 899,349 990,598 986,068 1,151,352 000-480000 Indirect Costs -EMS 182,682 212,740 212,735 216,994 000-480100 Indirect Costs -Hotel 72,464 74,443 74,441 69,915 000-481000 Transfer from Reserves - 2,289,008 - 446,341 000-482300 Transfer In-Resrv Child Safety - 25,000 - - 000-485000 Interfund Charge-Drainage-5%285,506 308,010 308,002 320,073 000-486000 Interfund Charges - Water 1,450,827 1,478,230 1,478,193 1,493,620 000-486202 Transfer In - W&S - 4,000 4,000 4,000 000-486203 Transfer In - EMS - 4,000 4,000 4,000 000-486204 Transfer In - Drainage - 1,000 1,000 1,000 000-487000 Interfund Charges-Fleet 397,666 505,509 505,496 470,050 000-488000 Interfund Charges-4B 504,669 506,984 506,984 542,221 000-489000 Transfer In -203,706 - - 2,893,814 5,612,630 3,094,851 3,568,214 Inter-Jurisdictional Fund Transfers Total Fund Transfers Total Inter-Jurisdictional 28 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 000-491000 Interest Earned 7,536 15,000 10,000 25,000 000-491200 Investment Income 52,592 120,000 75,000 150,000 000-491900 Unrealized Gain/Loss-CapOne (30,999) - (40,000) - 000-493000 Donations-Others 500 - - - 000-493120 Donations-Public Library 1,798 10,000 3,000 10,000 000-493400 Donations-Animal Control 2,905 5,000 5,000 5,000 000-493460 Donations- Parks - 10,000 - - 000-493465 Donations-Senior Center 1,711 10,000 5,000 10,000 000-493502 Donations-PD 450 500 - - 000-493503 Donation-Fire Rescue 800 1,000 1,000 1,000 000-493618 Donation - Veteran's Memorial 2,100 1,250 3,000 1,250 000-493700 July 4th Activities 27,721 26,000 27,750 26,000 000-493701 Proceeds-Holidazzle 3,290 12,500 21,600 12,500 000-493704 Moving on Main 9,950 4,000 8,700 4,000 000-493706 Music, Movies in the Park - - 8,000 8,000 000-493707 Cornhole League 2,260 - - 2,000 000-494481 LawEnforcemtOfficersStnd&4,489 5,000 4,152 5,000 000-494482 Grants-Police, Fire, Gen Fund 541 12,500 - - 000-495100 Mobile Stage Rental Fees - - 3,600 - 000-497000 Misc Income-Gen Fund 176,674 50,000 40,759 60,000 000-497005 Schertz Magazine Advertising 155,537 140,000 142,000 145,000 000-497100 Misc Income-Police 15,738 9,000 9,676 9,000 000-497200 Misc Income-Library 4,785 3,000 3,000 3,000 000-497210 Misc Income-Library Copier 9,021 15,000 14,000 14,000 000-497300 Misc Income-Animal Control 721 800 500 500 000-497400 Misc Income-Streets Dept 13,207 50,000 40,000 50,000 000-497460 Misc Income-Parks 288 - 75 - 000-497500 Misc Income-TML Ins. Claims 62,834 25,000 12,000 25,000 000-497550 Misc Income-TML WC Reimbursmnt 45,649 10,000 60,000 10,000 000-497600 Misc Income-Vending Mach 800 2,500 1,200 1,600 000-498000 Reimbursmnt-Gen Fund - 20,000 - 20,000 000-498105 Reimbursmt Police OT-DEA 38,501 35,000 35,000 35,000 000-498110 Reimburmnt Fire-Emg Acti-OT 88,294 100,000 594,931 200,000 000-498150 Reimbursement - Library 19,824 13,000 9,000 7,000 719,517 706,050 1,097,943 839,850 37,610,559 41,490,207 41,167,878 44,376,036 Miscellaneous TOTAL REVENUES Total Miscellaneous 29 of 335 DEPARTMENT: 150 CITY COUNCIL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz City Council is made up of eight elected officials. City residents currently elect a Mayor and seven Council members at-large. Mayors Pro Tempore shall be appointed by a majority vote of the City Council following a properly made motion to appoint a member who is both: (a) Eligible to serve as Mayor Pro Tempore; (b) Is, at the time of the motion, a Councilmember in good standing. The Mayor and seven City Council members are paid a modest stipend. The Schertz City Council is the City's legislative body. It sets policies, approves budgets, determines tax rates and passes ordinances and resolutions to govern the City. Council also appoints citizen volunteers to approximately 10 City advisory boards, committees, and commissions; and appoints and supervises the performances of the City Manager, City Secretary, City Attorney, and Municipal Court Judges. ORGANIZATIONAL CHART PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Number of ordinances passed 61 41 43 Number of resolutions passed 131 140 140 Requests for Information 14 11 11 Citizens City Council 30 of 335 Number of Council Meetings 40 40 41 Requests for Agenda Items 7 7 10 Council on the Go Meetings 1 1 1 Council HOA Presidents Meeting 2 1 0 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Meeting Attendance rate 95 95 98 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $37,823 $38,102 $41,750 Supplies 259 750 1,078 City Support Services 45,985 52,500 54,880 Operations Support 86 300 343 Staff Support 19,838 26,500 31,899 Professional Services 2,000 6,000 3,920 Operating Equipment 0 0 0 Total $105,989 $124,152 $133,870 PROGRAM JUSTIFICATION AND ANALYSIS The Proposed FY 2022-23 Budget increases 7.8% from the FY 2021-22 year- end estimates for additional funding for training and travel. 31 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Personnel Services 150-511110 Regular 25,189 25,423 25,423 28,054 150-511240 Allowances 9,940 9,971 9,971 10,729 150-511310 FICA-Employer 2,694 2,708 2,708 2,967 Total Personnel Services 37,823 38,102 38,102 41,750 Supplies 150-521000 Operating Supplies 54 500 500 735 150-521100 Office Supplies 205 250 250 343 Total Supplies 259 750 750 1,078 150-532350 Software Maintenance - 4,500 - - 150-532600 City Elections 39,127 42,000 42,000 44,100 150-532800 Special Events 6,857 10,500 10,500 10,780 45,984 57,000 52,500 54,880 Operations Support 150-534200 Printing & Binding 86 300 300 343 Total Operations Support 86 300 300 343 GENERAL GOVERNMENT CITY COUNCIL City Support Services Total City Support Services EXPENDITURES 32 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 150-535100 Uniforms 308 400 300 392 150-535200 Awards 1,874 - 1,500 1,470 150-535300 Memberships 12,413 13,000 13,000 12,740 150-535400 Publications - 200 200 147 150-535500 Training/Travel 5,243 13,500 11,500 17,150 19,838 27,100 26,500 31,899 Professional Services 150-541300 Other Consl/Prof Services 2,000 6,000 6,000 3,920 Total Professional Services 2,000 6,000 6,000 3,920 Operating Equipment 150-571300 Computer & Peripherals - - - - Total Operating Equipment - - - - 105,990 129,252 124,152 133,870 TOTAL CITY COUNCIL Staff Support Total Staff Support 33 of 335 DEPARTMENT: 151 CITY MANAGER FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The City Manager and his department advise the Council on policy and operational planning issues. This department assures that policies adopted by the Council are carried out efficiently, fairly, and effectively. It oversees and manages the daily affairs of the City, assesses the long-term capital and service delivery needs of the City, and prepares and administers the annual operating and capital budget. The City Manager serves as a focal point for the management of City staff. GOALS AND OBJECTIVES • Develop strategic plans and systems to meet the many diverse needs of the community. • Respond effectively and timely to City Council requests. • Develop effective programs to enhance business development and growth. • Develop management systems for efficient and effective use of resources • Recruit, retain and develop talented staff. • Evaluate, integrate, and utilize prudent technology to efficiently deliver municipal services to the community. ORGANIZATIONAL CHART Mayor & City Council City Manager 34 of 335 CITY MANAGER 2020-21 2021-22 2022-23 City Manager 1 1 1 Assistant City Manager 2 2 2 Assistant to the City Manager 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 5 5 5 ECONOMIC DEVELOPMENT 2020-21 2021-22 2022-23 Executive Director 1 1 1 Deputy Director 0 1 1 Business Retention Manager 1 1 1 Economic Development Analyst 1 0 0 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $1,232,491 $1,314,229 $1,351,878 Supplies 1,064 1,200 1,470 City Support Services 3,697 2,000 1,960 Professional Services 0 13,641 0 Staff Support 11,502 22,146 24,349 Operating Equipment 1,200 0 0 Capital Outlay 0 44,000 0 Total $1,249,953 $1,397,216 $1,379,657 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 1.3% from the FY 2021-22 year-end estimates. Wages increases are offset by vehicle replacements made in 2021-22 that will not carry forward to 2022-23. 35 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 151-511110 Regular 909,335 919,010 970,225 990,123 151-511120 Overtime 499 240 2,000 239 151-511180 LTD - - - - 151-511210 Longevity 6,696 7,461 3,841 5,354 151-511220 Clothing Allowance - - - - 151-511230 Certification Allowance 2,205 1,170 2,025 1,820 151-511240 Allowances 7,200 6,912 7,477 6,894 151-511310 FICA - Employer 64,896 70,956 75,396 76,288 151-511350 TMRS-Employer 151,271 153,086 157,839 164,576 151-511410 Health-Employer 89,103 100,468 94,075 104,808 151-511500 Workers' Compensation 1,286 1,460 1,351 1,776 1,232,491 1,260,763 1,314,229 1,351,878 Supplies 151-521100 Office Supplies 1,064 1,607 1,200 1,470 1,064 1,607 1,200 1,470 City Support Services 151-532800 Special Events 3,697 2,000 2,000 1,960 Total City Support Services 3,697 2,000 2,000 1,960 Utility Services 151-533500 Vehicle Fuel - - - - Total Utility Services - - - - GENERAL GOVERNMENT EXPENDITURES CITY MANAGER Personnel Services Total Personnel Services Total Supplies 36 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Operation Support 151-534200 Printing & Binding - 50 - - Total Operation Support - 50 - - 151-535100 Uniforms 35 775 775 760 151-535200 Employee Recognition 755 2,500 5,000 4,900 151-535300 Memberships 3,182 4,322 4,000 3,920 151-535400 Publications 295 500 500 490 151-535500 Training/Travel 6,143 14,400 11,500 11,270 151-535510 Meeting Expenses 1,091 2,600 300 2,940 151-535600 Professional Certification - 71 71 70 11,501 25,168 22,146 24,350 Professional Services 151-541300 OtherConsl/Prof Services - 13,641 13,641 - - 13,641 13,641 - 151-571000 Furniture & Fixtures 1,200 - - - 1,200 - - - Capital Outlay151-581200 Vehicles & Acces. Over $5,000 - 44,000 44,000 - - 44,000 44,000 - 1,249,953 1,347,229 1,397,216 1,379,658 TOTAL CITY MANAGER Staff Support Total Staff Support Total Operating Equipment TOTAL Capital Outlay Total Professional Services 37 of 335 DEPARTMENT: 152 MUNICIPAL COURT FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION Municipal Court represents the judicial branch of the City’s government; the Mayor and City Council serve as the executive and legislative branches. Municipal Court has jurisdiction over all Class C misdemeanors and City ordinances. The staff of Municipal Court has various functions and responsibilities. The judge presides over all trials (jury and non-jury) and other court proceedings such as arraignments and show cause hearings. The judge also has magistrate duties (signing arrest warrants and juvenile warnings as well as visiting arrested individuals at the jail). The judge issues processes such as subpoenas, summons, and warrants and completes other administrative duties for the court functions and staff. The court clerks are the administrative arm of the Municipal Court. The clerks are responsible for seeing that all of the court’s papers are accurate, orderly, and complete. The clerk’s primary responsibilities include processing citations, summons, complaints, warrants, past due letters, and show cause hearing letters. The clerks maintain the court’s docket and coordinate case scheduling. The clerks directly interact with the public, providing all services needed including explaining to defendants the court procedures and their options. Clerks also receive payments, summon potential jurors, and ensure juror payment. Assist the judge with open records requirements, report convictions, Drivers Safety Course and alcohol violations to the Texas Department of Public Safety, assist the Marshal Officer’s with warrants, and complete all required accounting reports. The prosecutor’s duties include preparing and presenting the State’s case at all municipal court trials, preparing and drafting complaints, arranging for the appearance of State’s witnesses and requesting dismissal of cases under the appropriate circumstances. GOALS AND OBJECTIVES • Promote respect for the administration of justice through improvements in the Court's customer service and the physical attributes of the Municipal Court building. • Implement the use of new technology and other innovative practices to maintain efficient and security. 38 of 335 • Promote traffic safety by focusing attention on fair and impartial punishment for those individuals charged in this court. • Seek input from personnel to maintain a positive work environment. • Renovate front counter to include and efficient workstation for clerks and defendants. ORGANIZATIONAL CHART MUNICIPAL COURT 2020-21 2021-22 2022-23 Court Administrator 1 1 1 Senior Deputy Court Clerk 1 1 1 Deputy Court Clerk 2 2 2 TOTAL POSITIONS 4 4 4 City Manager Assistant City Manager Development Finance Billing Office Municipal Court 39 of 335 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Traffic Citations Filed 2,239 3,235 4,235 State Law Citations Filed 1,098 1,001 1,500 Municipal Ordinances Filed 232 218 250 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Cases Disposed 2,454 2,440 2,425 Charges Processed per Clerk 818 813 808 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Cases Disposed per Clerk 33% 33% 33% 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $293,161 $334,459 $329,472 Supplies 1,403 1,100 1,568 City Support Services 472 300 980 Operations Support 302 2,000 1,960 Staff Support 2,777 4,669 7,262 Court Support 0 540 980 Professional Services 43,379 42,000 65,954 Maintenance Services 2,065 1,868 8,526 Operating Equipment 0 3,500 0 Total $343,557 $390,436 $416,702 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increased 6.7% from FY 2021-22 year-end estimates for an increase in the Judge services rates and a projected increase in prosecutor rates. 40 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 152-511110 Regular 192,215 198,234 218,816 210,621 152-511120 Overtime 210 192 250 958 152-511180 LTD - - - - 152-511210 Longevity 7,978 8,739 8,739 9,635 152-511230 Certification Allowance 1,186 1,152 2,553 2,471 152-511310 FICA - Employer 14,584 15,895 17,622 17,007 152-511350 TMRS-Employer 32,909 34,070 36,892 36,595 152-511410 Health-Employer 43,808 47,619 49,284 51,789 152-511500 Workers' Compensation 270 327 303 396 293,160 306,228 334,459 329,472 Supplies 152-521000 Operating Supplies - CVE - - - 98 152-521100 Office Supplies 1,403 1,500 1,100 1,470 1,403 1,500 1,100 1,568 City Support Services 152-532800 Special Events 472 500 300 980 472 500 300 980 Operations Support 152-534200 Printing & Binding 302 2,000 2,000 1,960 302 2,000 2,000 1,960 Total Operations Support GENERAL GOVERNMENT EXPENDITURES MUNICIPAL COURT Total City Support Services Personnel Services Total Personnel Services Total Supplies 41 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 152-535100 Uniforms 489 600 600 588 152-535300 Memberships 655 810 590 794 152-535400 Publications 15 500 279 490 152-535500 Training/Travel 978 3,500 2,000 3,920 152-535500.010Training/Travel - Juv Case Mgr - - - - 152-535510 Meeting Expenses 639 1,500 1,200 1,470 2,776 6,910 4,669 7,262 152-536500 Court/Jury Cost - 3,000 540 980 - 3,000 540 980 152-541310 Judges Services 27,000 37,000 27,000 36,260 152-541320 Prosecutor Services 16,298 24,000 15,000 29,204 152-541330 Interpreter Services 81 700 - 490 43,379 61,700 42,000 65,954 152-551800 Other Maintenance Agreements 2,065 3,000 1,868 8,526 2,065 3,000 1,868 8,526 152-571000 Furniture & Fixtures - 4,000 3,500 - 152-571200 Vehicle Accessories - - - - 152-571300 Computer Peripherals - - - - 152-571800 Equipment - - - - - 4,000 3,500 - 343,557 388,838 390,436 416,702 TOTAL MUNICIPAL COURT Court Support Total Court Support Professional Services Total Professional Services Operating Equipment Total Maintenance Services Total Operating Equipment Total Staff Support Maintenance Services Staff Support 42 of 335 DEPARTMENT: PUBLIC AFFAIRS DIVISION: 153 CUSTOMER RELATIONS/311 Fund: 101 General Fund DEPARTMENT DESCRIPTION Under the umbrella of Public Affairs, 311 Customer Care connects callers with specially trained customer service representatives ready to assist with City service requests -- potholes, stray animals, street lights out, trash collection, special events and all other City requests. This division is under the supervision of the Communications Manager. GOALS AND OBJECTIVES • To provide excellent customer service to all callers • To provide consistent and accurate information to all callers • To reduce or eliminate abandoned calls • To reduce or eliminate misrouted calls • To improve call tracking capabilities to better analyze callers need for service ORGANIZATIONAL CHART City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities 43 of 335 CUSTOMER RELATIONS/311 2020-21 2021-22 2022-23 Customer Relations/311 Rep 2 2 2 Customer Relations/311 Rep (PT) 1 1 1 TOTAL POSITIONS 3 3 3 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Work Orders (initiated for other depts.) 519 500 500 Calls Received 22,963 15,000 18,000 Calls Not Answered 3070 1,500 1,700 Average Calls Per Day Received 81 62 73 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $114,658 $124,770 $120,518 Supplies 149 100 123 Staff Support 342 430 421 Operating Equipment 0 0 0 Total $115,148 $125,300 $121,062 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 3.4% from the FY 2021-22 year end estimates with no changes to operation. 44 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 153-511110 Regular 84,225 84,512 90,910 86,669 153-511120 Overtime 379 239 225 246 153-511180 LTD - - - - 153-511210 Longevity 2,038 2,302 2,302 2,627 153-511310 FICA - Employer 6,545 6,652 7,140 6,841 153-511350 TMRS - Employer 14,151 14,246 14,948 14,658 153-511410 Health - Employer 7,203 8,617 9,118 9,318 153-511500 Workers Compensation 117 137 127 159 114,658 116,705 124,770 120,518 Supplies 153-521100 Office Supplies 149 100 100 123 149 100 100 123 153-535100 Uniforms 70 180 180 176 153-535300 Memberships 97 - - - 153-535500 Training/Travel 175 250 250 245 342 430 430 421 Operating Equipment 153-571000 Furniture & Fixtures - - - - - - - - 115,149 117,235 125,300 121,062 TOTAL CUSTOMER RELATIONS-311 Total Personnel Services Total Supplies Staff Support Total Staff Support GENERAL GOVERNMENT EXPENDITURES CUSTOMER RELATIONS-311 Personnel Services Total Operating Equipment 45 of 335 DEPARTMENT: PLANNING & COMMUNITY DEVELOPMENT DIVISION: 154 PLANNING & ZONING FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Planning & Zoning Division ensures planned and purposeful development within the City limits and the Extraterritorial Jurisdiction through an efficient, consistent, unbiased, and effective development review process to promote quality development. The Division provides direction to help citizens, businesses, and developers implement successful projects that will benefit the community. Division responsibilities include the review and processing of development projects, such as commercial site plans, plats, zone changes, specific use permits, and annexations; the research and development of long range plans and goals to guide the future of our City; and the creation of development codes to tailor our regulations around citizen needs and city goals. The Division frequently collaborates with other departments within the City, including Engineering, Fire, and Inspections, as well as other governmental agencies, in order to shape a suburban environment that prioritizes safety. The Division also provides guidance and staff recommendations to the City Council, Planning and Zoning Commission, Board of Adjustment, and the Capital Improvements Advisory Committee to help them best serve the residents of Schertz. GOALS AND OBJECTIVES • Continue to assist property owners, developers, and engineers through our development process through timely and thorough project review. • Review and update the Comprehensive Land Plan for the City, which will shape the future of Schertz to meet the desires and goals of the residents. • Continue to reevaluate and modify regulations within the Schertz Unified Development Code to accommodate the evolving needs of our residents and make the development process more efficient and effective. • Implement the Joint Land Use Study Strategies to promote compatibility of land uses and development with the long-range goals of Randolph AFB. • Continue to update the website to provide improved customer service by updating flowcharts, providing information on current residential and commercial developments, providing information guides on how to apply for planning applications, and providing information on public hearing on the city’s webpage. 46 of 335 • Promote staff development including continued education and cross training to provide outstanding customer service. • Continue to digitize previous years case files into the digital records retention system to improve access and availability. • Continue to provide regular updates to the website feature “What’s Developing in Schertz” to ensure residents are provided information on current development projects within the City. ACCOMPLISHMENTS • Implemented new permitting/planning/Code Enforcement software to provide increased customer service, transparency, and efficiency on all development projects. • Received the 2021 Certificate of Achievement for Planning Excellence by the American Planning Association – Texas Chapter which recognizes a commitment to professional planning by City Administration, Elected and Appointed Officials and exemplary professional standards demonstrated by the Planning Department for the eighth year in a row. • Maintained the partnership with Joint Base San Antonio (JBSA). Participated in the JBSA Technical Working Group for their Regional Compatible Use Plan update, to be completed in 2022/2023. • Completed UDC amendments in relation to Article 15 Section 21.15.4 Easements and Utilities, Article 9 Section 21.9.9 Tree Preservation and Mitigation, Article 4 subsection 21.4.5 Post Decision Procedures, Article 8 subsection 21.8.9 in relation to allowing parking surface alternatives for a 6 month period, Article 9 subsection 21.9.10 in relation to Private Park requirements and Article 10 subsection 21.10.2 and 21.10.4 in relation to parking along Main Street and required spaces for mailbox kiosks in residential subdivisions. • Attended various continuing education classes including American Planning Association- Texas Chapter conference, Certified Floodplain Manager training, Tony Korioth Supervisor Academy and Cybersecurity Training. • Completed weekly updates to the website feature, “What’s Developing in Schertz”, to provide information on new residential subdivisions and new commercial sites currently under construction to improve public relations and transparency, while providing useful, accessible information to the public. 47 of 335 ORGANIZATIONAL CHART PLANNING AND ZONING 2020-21 2021-22 2022-23 Senior Planner 2 2 2 Planner I 2 2 2 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Plats 29 32 32 Site Plans and Master Plan 15 18 18 Variances/Waivers 6 5 5 Zone Changes and Specific Use Permits 19 15 15 UDC/ Comp. Plan Revisions 3 5 5 Annexation 2 4 4 All Plats $44,500 $54,000 $54,000 Site Plan, Master Plan $19,000 $23,000 $23,000 Variance $1,500 $2,500 $2,500 Zone Change, Specific Use Permit $34,300 $26,450 $26,450 Other (Zoning Letters and Additional Admin fees) $2,700 $2,550 $2,550 Total Revenue $102,000 $108,500 $108,500 City Manager Assistant City Manager - Development Planning and Community Development Planning & Zoning Inspections Neighborhood Services 48 of 335 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $210,013 $197,545 $338,774 Supplies 807 2,020 1,980 Operations Support 129 248 243 Staff Support 3,174 33,939 34,584 Professional Services 20 400,100 196 Operating Equipment 6,375 1,639 319 Total $220,517 $635,491 $376,095 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreased by 40.8% from the FY 2021-22 year-end estimate. $400,000 for the master plan was originally allocated in the planning department. Because this is a multi-year project, we will be accounting for the funds in the project fund. This decrease will be offset by the addition of 2 new positions, plans examiner and permit technician. 49 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED EXPENDITURES Personnel Services 154-511110 Regular 140,148 184,062 127,985 224,508 154-511120 Overtime 3,748 4,922 4,922 5,562 154-511180 LTD - - - - 154-511210 Longevity 1,055 1,016 926 1,198 154-511230 Certification Allowance - - - - 154-511310 FICA - Employer 10,641 15,220 10,238 17,688 154-511350 TMRS - Employer 23,698 32,595 21,433 37,896 154-511410 Health - Employer 30,471 42,648 31,758 51,520 154-511500 Workers Compensation 252 306 283 402 210,013 280,769 197,545 338,774 Supplies 154-521000 Operating Supplies 89 620 620 608 154-521100 Office Supplies 718 1,200 1,200 1,176 154-521600 Equipment Supplies - 200 200 196 807 2,020 2,020 1,980 154-532400 Computer Fees & Licenses - 9,000 - - - 9,000 - - 154-534200 Printing & Binding 129 248 248 243 129 248 248 243 Total Operations Support GENERAL GOVERNMENT PLANNING AND ZONING Total Personnel Services Total Supplies City Support Services Total City Support Services Operations Support 50 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 154-535100 Uniforms 306 850 850 833 154-535300 Memberships 1,128 2,073 2,073 2,411 154-535400 Publications - 500 500 490 154-535500 Training/Travel Staff 790 22,626 22,626 23,118 154-535500.005Training/Travel Commission 950 7,390 7,390 7,242 154-535510 Meeting Expenses - 500 500 490 3,174 33,939 33,939 34,584 154-541400 Consulting - 400,000 400,000 - 154-541500 State/County Admin Fees 20 100 100 196 20 400,100 400,100 196 154-571000 Furniture & Fixtures 6,375 1,639 1,639 319 154-571200 Equipment - - - - 6,375 1,639 1,639 319 220,518 727,715 635,491 376,096 TOTAL PLANNING & ZONING Staff Support Total Staff Support Professional Services Total Professional Services Operating Equipment Total Operating Equipment 51 of 335 DEPARTMENT: 155 LEGAL SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The City Attorney is the legal advisor to City Council and City Council’s appointees, boards, commissions, committees, and staff. In addition, the City Attorney represents the City in all court cases where the City has an interest. Responsibilities of the City Attorney include providing legal advice to City Council, appointees, managers, boards, commissions, and committees in all legal matters; providing litigation and legal transaction services for the City and its enterprises; representing the City and its enterprises in employment matters; and reviewing, updating and maintaining the City Code. GOALS AND OBJECTIVES • To provide expert legal counsel on proposed ordinances. • To attend all city council meetings, planning and zoning, and other meetings as needed and provide timely legal advice on proposed ordinances and related items. • To represent the City in litigation. • Prepare legal documents for City contracts and agreements. • To provide counsel on strategic issues that will be of the most benefit the City. 52 of 335 ORGANIZATIONAL CHART Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Operations Support $8,120 $10,000 $9,800 Professional Services $150,246 $130,000 $127,400 Total $158,366 $140,000 $137,200 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreased 2.0% from the FY 2021-22 year end estimate with no changes to operation. Mayor & City Council Legal Services 53 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT EXPENDITURES LEGAL SERVICES Operations Support 155-534100 Advertising/Legal Notices 8,120 10,000 10,000 9,800 8,120 10,000 10,000 9,800 Professional Services 155-541200 Legal Services 150,246 130,000 130,000 127,400 150,246 130,000 130,000 127,400 TOTAL LEGAL SERVICES 158,366 140,000 140,000 137,200 Total Operations Support Total Professional Services 54 of 335 DEPARTMENT: 164 CITY SECRETARY FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The position of City Secretary is a statutory position required by State law and the City Charter. The City Secretary’s Office functions as a primary contact for citizens seeking information regarding the community, supports the City Council in the fulfillment of their duties and responsibilities as elected officials and provides daily assistance to all city administrative departments. The City Secretary serves as a member of the City Management Team and oversees the many functions of the City Secretary’s Office, including election administration, record management and preservation and Council Services. The City Secretary’s Department supports, facilitates and strengthens the City of Schertz governmental process by recording all laws, resolutions, and ordinances approved by the City Council, preparing City Council agendas and giving notice of such meetings, countersigning or notarizing, as applicable, all contracts, commissions, and licenses, providing public information according to state guidelines, delivering continuity to the City of Schertz government by recording its legislative actions, both contemporary and archival, and serving as historian for the City, safeguarding and enriching the municipal election and records management processes, and assisting the City Council in fulfilling their goals. GOALS AND OBJECTIVES The goals and objectives of the City Secretary’s Department are to provide the following services for the City of Schertz: • Public Information requests. • Agendas and minutes for public meetings. • Ordinances and resolutions. • Election administration. • Publication of legal notices. • Alcohol permits for businesses. • Process Liens (filed and released) • Provides for the identification, maintenance, retention, security, electronic storage, disposition, and preservation of City records. • Administer oaths. • Attest contracts, assessment of certificates, and other legal instruments when executed by officers of the City of Schertz. 55 of 335 • Public Education (Student Mayor/Council Program, Volunteer Fair) • Proclamations from the Mayor’s Office. • Perform such other duties as may be required of the City Secretary by the City Charter, the City Council, City Management, and state law. ORGANIZATIONAL CHART CITY SECRETARY 2020-21 2021-22 2022-23 City Secretary 1 1 1 Deputy City Secretary 1 1 1 TOTAL POSITIONS 2 2 2 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload Actual Estimated Budget Ordinances Passed and Processed 61 41 40 Resolutions Passed and Processed 131 140 140 Council Meetings Attended 39 40 40 Open Records 571 450 425 2020-21 2021-22 2022-23 Efficiency Actual Estimated Budget Ordinances & Resolutions Executed within 72 hours of Council Meeting 98% 98% 98% Documents completed, signed, scanned within 48 hours of council approval 98% 98% 98% Council meeting minutes transcribed within 48 hours following Council meeting 98% 98% 98% Agendas available to citizens within legally required timeframe - Posted on website 100% 100% 100% Alcohol permits processed within the month of expiration 96% 97% 98% Mayor & City Council City Secretary 56 of 335 2020-21 2021-22 2022-23 Education Initiatives Actual Estimated Budget Student Mayor/Councilmember for the Day Program 0 1 1 2020-21 2021-22 2022-23 Budget Actual Estimated Budget Personnel $194,552 $218,933 $213,949 Supplies 1,082 1,150 1,127 City Support Services 5,921 10,000 11,760 Operations Support 43 150 147 Staff Support 3,144 4,950 6,591 Operating Equipment 250 0 0 Total $204,993 $235,183 $233,574 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 0.7% from the FY 2021-22 year-end estimate with no changes to operation. 57 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT EXPENDITURES CITY SECRETARY Personnel Services 164-511110 Regular 142,073 143,010 160,045 154,730 164-511180 LTD - - - - 164-511210 Longevity 2,125 2,072 2,072 2,336 164-511230 Certification Allowance - 600 - - 164-511310 FICA - Employer 10,810 11,092 12,402 12,008 164-511350 TMRS - Employer 23,546 23,754 25,963 25,727 164-511410 Health - Employer 15,806 17,353 18,240 18,868 164-511500 Workers Compensation 193 228 211 280 194,553 198,109 218,933 213,949 Supplies 164-521100 Office Supplies 1,082 1,600 1,150 1,127 1,082 1,600 1,150 1,127 City Support Services 164-532700 Records Management 5,921 9,400 10,000 11,760 5,921 9,400 10,000 11,760 Operations Support 164-534200 Printing & Binding 43 150 150 147 43 150 150 147 Staff Support 164-535100 Uniforms - 100 100 98 164-535300 Memberships 722 750 750 1,005 164-535400 Publications 476 600 600 588 164-535500 Training/Travel 1,945 4,550 3,500 4,900 3,143 6,000 4,950 6,591 Operating Equipment 164-571000 Furniture & Fixtures 250 1,000 - - 250 1,000 - - TOTAL CITY SECRETARY 204,992 216,259 235,183 233,574 Total Operating Equipment Total Staff Support Total Personnel Services Total Supplies Total City Support Services Total Operations Support 58 of 335 DEPARTMENT: 167 NON-DEPARTMENTAL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION This department accounts for expenses and payments that are not specific to an individual function/department. Items in this department include city insurance, appraisal district contracts, contingency, and the emergency medical services contract. 2020-21 2021-22 2022-23 Budget Actual Estimated Budget City Support Services Utility Services $779,549 7,123 $565,000 0 $949,620 0 Operations Support 141,919 123,000 126,420 City Assistance 1,406,900 1,324,233 1,367,604 Professional Services 100,288 98,025 113,803 Fund Charges/Transfers 122 27,979 27,757 Land Purchase 7,450 0 0 Total $2,443,351 $2,138,237 $2,585,203 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 20.9% from the FY 2021-22 year-end estimate due to a projected 10.8% increase on commercial insurance rates and setting general contingency and personnel contingency to $186,200 each. 59 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT EXPENDITURES NONDEPARTMENTAL City Support Services 167-532200 County Appraisal District 228,143 245,000 245,000 240,100 167-532210 Tax Assessor/Collector-Sevice - - - - 167-532500 City Insurance-Commercial 260,108 265,000 320,000 337,120 167-532900 Contingencies 291,297 108,411 - 186,200 167-532901 Contingencies-Personnel - 190,500 - 186,200 779,548 808,911 565,000 949,620 Utility Services 167-533200 Electric Utility Services 7,123 - - - 7,123 - - - Operations Support 167-534000 Postage 6,841 8,000 8,000 8,820 167-534300 Equipment Maint - Copiers 113,791 110,000 110,000 112,700 167-534500 Memberships - Organizations - - - - 167-534810 Electronic Filing Services 21,286 22,000 5,000 4,900 167-534999 Misc. Expense - - - - 141,918 140,000 123,000 126,420 Staff Support 167-535500 Travel/Training -- -- - - - - City Assistance 167-537100 Emergency Medical Services 667,049 695,645 695,645 711,004 167-537200 Main Street Local Program 118,115 50,000 50,000 49,000 167-537450 Tax Reimbursements/Abatements 621,736 570,000 578,588 607,600 1,406,900 1,315,645 1,324,233 1,367,604 Professional Services 167-541500 State/County Admin Fees 126 125 125 123 167-541600 Misc Bank Charges 971 750 900 980 167-541800 Credit Card Service Fee 94,440 85,000 85,000 98,000 167-541810 Credit Cards Fees - AMEX 4,751 2,900 12,000 14,700 100,288 88,775 98,025 113,803 Total City Support Services Total Operations Support Total Staff Support Total Professional Services Total City Assistance TOTAL Utility Services 60 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Fund Charges/Transfers 167-548000 Transfer Out (1,516) - - - 167-548106 Transfer Out- Special Events (1,472) - - - 167-548204 Transfer Out - Drainage - 17,229 17,229 17,222 167-548615 Transfer Out - Hist. Committee 3,109 10,750 10,750 10,535 121 27,979 27,979 27,757 Capitalized Equipment 167-581010 Land Purchase 7,450 - - - 7,450 - - - TOTAL NONDEPARTMENTAL 2,443,348 2,381,310 2,138,237 2,585,204 Total Capitalized Equipment Total Transfers 61 of 335 DEPARTMENT: 170 PUBLIC AFFAIRS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Public Affairs Department serves an internal audience of 386 employees, elected and appointed officials, as well as an estimated city population of 41,000. Public Affairs is responsible for establishing and maintaining internal and external communications that enhance the understanding, perception, and image of the City of Schertz. Public Affairs promotes, organizes and supports informational, educational, and special event activities that benefit the community and/or City employees through advertising, production of city videos, radio spots, print ads, press releases, email blasts, website and electronic sign ad creation and posting, and award submissions. Public Affairs creates photographic/video/audio recording of City events and activities, designs City marketing materials, documents, hiring packets, graphics, logos, plaques, trophies, proclamations, etc. Public Affairs publishes Schertz Magazine, one of the leading publications in the Tri County area with a circulation of 15,500 copies; including 14,000+ direct mailed and 500+ subscriptions. Over 1,000 magazines are distributed to businesses with hundreds of copies made available at local and regional banks, hospitals and clinics, schools, pharmacies, and restaurants. Operations of the Event Facilities and 311 Customer Care are maintained under the umbrella of Public Affairs. GOALS AND OBJECTIVES • To be the primary source of City information for all current and potential residents and businesses. • To disseminate accurate and timely information to residents and the media during emergency and non-emergency situations. • To provide excellent customer service to all callers while providing accurate information. 62 of 335 ORGANIZATIONAL CHART PUBLIC AFFAIRS 2020-21 2021-22 2022-23 Public Affairs Director 1 1 1 Communications Manager 1 1 1 Marketing and Communications Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Measures Actual Estimate Budget Press Releases/News Flash/City Headlines 65 70 70 Marketing Materials Produced 82 150 125 Completed website work orders 68 70 70 Number of customers served (advertisers) 42 45 45 Number of Magazines Printed 190,000 191,400 192,000 City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities 63 of 335 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Percentage of Magazine Contracted 50% 50% 50% Average cost per Advertising Run outside of the magazine 200 200 200 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Schertz Magazine Ad revenue 155,537 142,000 145,000 City Sponsored/Non-revenue Percentage open rate for e-newsletter 30% 40% 45% Percentage click rate for e-newsletter 3% 3% 5% 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $313,029 $352,636 $348,144 Supplies 1,663 1,100 1,078 City Support Services 0 1,000 490 Operations Support 39,119 40,755 48,172 Staff Support 3,163 3,926 7,840 Professional Services 246,818 263,900 256,760 Operating Equipment 0 600 0 Total $603,792 $663,917 $662,484 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 0.2% from the FY 2021-22 year end estimate with no changes to operation. 64 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT EXPENDITURES PUBLIC AFFAIRS Personnel Services 170-511110 Regular 222,760 227,341 249,138 241,050 170-511120 Overtime 206 1,010 500 1,035 170-511180 LTD - - - - 170-511210 Longevity 4,336 5,290 4,990 5,597 170-511230 Certification Allowance - 1,248 - - 170-511310 FICA - Employer 16,938 17,953 19,479 18,929 170-511350 TMRS-Employer 37,119 38,446 40,779 40,556 170-511410 Health-Employer 31,365 33,825 37,410 40,538 170-511500 Workers' Compensation 305 368 340 439 Total Personnel Services 313,029 325,481 352,636 348,144 Supplies 170-521000 Operating Supplies 973 400 400 392 170-521100 Office Supplies 689 700 700 686 Total Supplies 1,662 1,100 1,100 1,078 City Support Services 170-532800 Other Events - 1,000 1,000 490 Total City Support Services - 1,000 1,000 490 Operations Support 170-534000 Postage 17,219 18,800 12,000 14,700 170-534100 Advertising 7,604 8,300 8,300 8,428 170-534200 Printing & Binding 13,801 19,715 20,000 24,500 170-534500 Memberships- Organizations 255 340 255 270 170-534550 Business Meetings/Networking 240 280 200 274 Total Operations Support 39,119 47,435 40,755 48,172 Staff Support 170-535100 Uniforms 197 240 200 196 170-535400 Publications - 200 50 49 170-535500 Training/Travel 2,734 10,330 3,500 7,350 170-535510 Meeting Expenses 232 350 176 245 Total Staff Support 3,163 11,120 3,926 7,840 65 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Professional Services 170-541300 Other/Consl/Prof Services 24,076 32,500 24,900 16,660 170-541305 Prof Services-Writers/Photogr 11,714 10,000 10,000 9,800 170-541350 Magazine-Printing 94,369 114,000 114,000 117,600 170-541355 Design Services 62,208 65,000 65,000 63,700 170-541360 Magazine-Postage 54,451 50,000 50,000 49,000 170-541365 Delivery Services - - - - Total Professional Services 246,818 271,500 263,900 256,760 Operating Equipment 170-571000 Furniture & Fixtures - 150 - - 170-571500 Operating Equipment - 700 600 - Total Operating Equipment - 850 600 - TOTAL PUBLIC AFFAIRS 603,791 658,486 663,917 662,484 66 of 335 DEPARTMENT: 173 ENGINEERING FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Engineering Department serves as technical advisor to the City Manager, City Council, Executive Staff, and other City departments. Engineering collaborates with Public Works, Planning and Community Development, Economic Development, Parks and Recreation, and other departments, citizens, developers, and other governmental agencies in order to effectively plan and implement infrastructure improvement and development for the organized growth of the City. Engineering works with Public Works and Finance to development and implement the City's Capital Improvement Programs for water, wastewater, streets, and drainage. That responsibility includes the development and maintenance of infrastructure master plans; the prioritization of projects; the identification and procurement of project funding; and the management of the design and construction of necessary infrastructure. The Engineering Department reviews applications for public and private land development for conformance with adopted engineering standards, policies, codes, and infrastructure master plans. Engineering Inspectors ensure that the construction of public infrastructure – both privately and publicly constructed – follows appropriate standards and specifications. Ensuring compliance promotes a safe community in which the essential services of the provision of water, wastewater, transportation, and drainage are available and arranged for fiscal sustainability. The Engineering Department maintains standard construction details, technical specifications, and design guidelines. The Transportation Safety Advisory Commission (TSAC) is staffed by the Engineering Department. The TSAC is a Commission that hears citizen input, considers transportation issues, and makes recommendations to City Council regarding traffic and transportation related matters throughout the City. 67 of 335 ORGANIZATIONAL CHART ENGINEERING 2020-21 2021-22 2022-23 City Engineer 1 1 1 Engineer 3 3 4 Senior Graduate Engineer 1 1 1 Graduate Engineer 1 1 1 Engineering Inspector 2 2 3 TOTAL POSITIONS 8 8 10 ACCOMPLISHMENTS AND GOALS FY 2021-2022 Accomplishments • Along with other Departments, successfully managed the following Capital Improvement Projects (in various stages of completion): • Corbett Ground Storage Tank • Aviation Heights Water Main Replacements Phases 5-7 • Ware Seguin to Lower Seguin and Greytown to Pfeil Loop Lines • Woman Hollering Creek Wastewater Trunk Main and Lift Station • Riata Lift Station Relocation • Crest Oak Sewer Line Upsize • FM 1518 Utility Relocations • 2018 Street Preservation and Maintenance Projects (including remedial efforts) • Trail and Bike Lane Project (technical support and contract administration for Parks) • Elbel Drainage and Resurfacing and Westchester Signalization • 2020 Street Preservation Resurfacing and Rehabilitation Projects • TriCounty Parkway Reconstruction • East Live Oak to IH 35 Tank 24” Dedicated Transmission Main • Update of Water and Wastewater Master Plans and updated Impact Fee Ordinance City Manager Assistant City Manager Development Engineering 68 of 335 • Update of Lift Station Design Guide • Update of Public Works Design Guide • Update of Pavement Condition Index and Roadway System Assessment • Permit Application and Implementation of Municipal Separate Storm Sewer (MS4) Program • Maintained strategic partnership with Texas Department of Transportation FY 2021-2022 Goals • Continue improvement and update of standard construction details, technical specifications, and design guidelines • Continue support of development and implementation of comprehensive Capital Improvement Program including water, wastewater, drainage, and roadway projects • Complete Water and Wastewater Master Plans and implement updated Impact Fee ordinance • Provide efficient, clear review of construction plans and other development submittals • Continue promotion of efficacy of TSAC activities and actions • Continue successful partnership with TxDOT PERFORMANCE INDICATORS Workload/Output Measures 2020-21 Actual 2021-22 Estimate 2022-23 Budget Capital Improvement Projects (number active) 17 20 20 Capital Improvement Projects dollar value $4.8 million $11.5 million $12.0 million Nonresidential and Subdivision-Wide Grading and Clearing Permits Issued* 51 35 15 Single Family Nonresidential Grading and Clearing Permits Issued* - 120 300 Grading and Clearing Permits Active (Average Monthly Concurrent Maximum)* 53 120 140 Grading and Clearing Permits Active (Concurrent Maximum)* 64 125 150 Grading and Clearing Permits Issued – acreage 505 510 500 Number of Non-Construction Plan Reviews (includes master plans, plats, site plans, etc.) 39 65 60 69 of 335 Residential Subdivision Construction – number of projects (completed projects) 4 6 8 Residential Subdivision Construction – dollar value of public improvements (completed projects) $6.0 million $13.0 million $13.5 million Commercial Subdivision Construction – number of projects (completed projects) 2 6 2 Commercial Subdivision Construction – dollar value of public improvements (completed projects) $4.1 million $2.0 million $2.0 million * Numbers appear inconsistent due to transition to new process for issuance of Grading and Clearing Permits for single family residential projects with mid-year implementation of CityView software. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $824,117 $882,324 $1,078,273 Supplies 979 2,250 1,715 City Support Services 0 1,265 0 Utility Services 5,212 5,500 7,938 Operations Support 93 150 147 Staff Support 6,084 13,810 15,651 Professional Services 34,465 53,115 49,000 Operating Equipment (788) 1,000 11,122 Capital Outlay 0 0 100,000 Total $870,162 $959,414 $1,263,846 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Engineering Budget increased 31.7% from the FY 2021-22 year end estimate for two new positions, inspector and engineer, and vehicle replacements. 70 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED EXPENDITURES ENGINEERING Personnel Services 173-511110 Regular 578,498 608,934 631,110 760,547 173-511120 Overtime 349 500 500 750 173-511180 LTD - - - - 173-511210 Longevity 7,483 8,532 6,114 7,421 173-511230 Certification Allowance 2,066 3,288 2,377 2,873 173-511310 FICA - Employer 43,131 47,498 48,968 59,000 173-511350 TMRS-Employer 98,700 101,718 102,512 126,407 173-511410 Health-Employer 90,849 96,514 87,407 118,229 173-511500 Workers' Compensation 3,041 3,606 3,336 3,046 824,117 870,590 882,324 1,078,273 Supplies 173-521000 Operating Supplies 315 500 500 490 173-521100 Office Supplies 575 2,000 1,500 980 173-521300 Motor Vehicle Supplies 89 250 250 245 979 2,750 2,250 1,715 173-532400 Computer Fees & Licenses - 1,265 1,265 - - 1,265 1,265 - 173-533330 Telephone/Internet - - - - 173-533500 Vehicle Fuel 5,212 5,500 5,500 7,938 5,212 5,500 5,500 7,938 173-534000 Postage - 50 50 49 173-534200 Printing & Binding 93 100 100 98 93 150 150 147 173-535100 Uniforms 1,339 4,630 4,630 4,047 173-535300 Memberships 1,880 2,550 2,550 2,499 173-535400 Publications 109 500 500 490 173-535500 Training/Travel 2,230 7,235 5,000 7,350 173-535510 Meeting Expenses 294 480 480 627 173-535600 Professional Certification 231 650 650 637 6,083 16,045 13,810 15,650 GENERAL GOVERNMENT Total Personnel Services Total Supplies Staff Support City Support Services Total City Support Services Operations Support Total Operations Support Utility Services Total Utility Services Total Staff Support 71 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 173-541100 Engineering Services 19,075 21,934 13,115 - 173-541300 Other Professional Services 15,390 40,000 40,000 49,000 34,465 61,934 53,115 49,000 173-571000 Furniture & Fixtures 387 900 500 5,632 173-571300 Computer & Peripherals (1,175) 500 500 5,490 (788) 1,400 1,000 11,122 173-581200 Vehicles & Accessories over $5,000 - - - 100,000 - - - 100,000 870,161 959,634 959,414 1,263,845 TOTAL ENGINEERING DEPARTMENT Professional Services Total Professional Services Operating Equipment Total Operating Equipment Capitalized Equipment Total Capitalized Equipment 72 of 335 DEPARTMENT: 256 POLICE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz Police Department provides service to approximately 32 square miles, with the City in three different counties. The police department receives thousands of calls for services annually through the communications division and dispatches for Police, Fire, Emergency Medical Service, and Animal Services. Additionally, the police department provides dispatch services for the City of Cibolo Police, Fire and Animal Services departments, and Schertz Emergency Medical Service dispatch for Cibolo, Marion, Seguin, and Santa Clara and other county areas. The Patrol Division provides a visible presence in the community, with the goal of crime prevention, crime reduction, traffic safety, and the promotion of overall public safety. The Investigations Division investigates incidents that occurred within the City, processes crime scenes, and follows up through prosecution with the County and District Attorneys of all three counties. The Records Unit receives and prepares cases for submission to County and District Attorneys. The School Resource Program provides a visible presence on the campuses within the City; makes educational presentations to the students and staff, along with investigating crimes on campus. The Animal Services Division is responsible for the enforcement of State laws and City ordinances regarding the care and treatment of animals, rabies control, and overall public health through disease and population control. The Community Outreach Officer interacts with Homeowner Associations, provides education and crime prevention programs to the community, and oversees the Citizens Police Academy and the Citizens on Patrol. Our Crime Victim Liaison protects the rights and assists in the needs of the crime victims in Schertz, Live Oak, and Cibolo GOALS AND OBJECTIVES • Promoting a safe community through public education, community involvement, criminal investigations, enforcement action and other essential services. • Enhance our citizens’ quality of life by promoting a feeling of safety for all citizens and visitors to the city, including neighborhoods, commercial areas, parks and public facilities. 73 of 335 • To increase department participation in community programs and increase citizen interest and participation in police department programs which lends to an attractive, safe community and promotes economic prosperity. • To enhance the recruitment of high quality officers/personnel to serve the citizens of Schertz and to retain those employees in which the City has already invested with an engaged workforce. ORGANIZATIONAL CHART City Manager Executive Director Operations Police Animal Services 74 of 335 POLICE 2020-21 2021-22 2022-23 Chief of Police 1 1 1 Assistant Chief of Police 1 1 1 Captain 1 1 1 Lieutenants 4 4 4 Sergeants 7 7 7 Corporals 14 13 14 Officers 36 37 40 Administrative Assistant 2 2 2 Records Manager 1 1 1 Records Clerk 2 2 3 Civilian Evidence Technician 1 2 2 Crime Victim Liaison 1 1 1 Animal Services Manager 1 1 1 Animal Services Officer 4 4 4 Animal Services Kennel Tech 3 3 4 Communications Manager 1 1 1 Communications Shift Supervisor 4 4 4 Communications Officer 12 12 12 P/T Communications Officer (Irregular) 3 3 3 Crossing Guards (Part Time) 16 16 16 TOTAL POSITIONS 120 116 122 LAW ENFORCEMENT COMMISSIONS 2020-21 2021-22 2022-23 Fire Dept. Law Enforcement Commission 1 1 1 TOTAL COMMISSIONS 1 1 1 75 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Dispatch-911 Calls 26,492 29,072 31,929 Patrol-Citations/Warnings Issued 6,575 10,768 11,845 Inv-Criminal Cases Filed w/ Prosecutor 106 75 110 Inv-Cases Investigated per Investigator 155 160 175 Inv-Total Cases Cleared 110 155 170 Records-Total Active Alarm Permits 133 166 200 Records-Open Records Requests 1,667 1,571 1,780 Crime Victim Liaison-Assigned Cases 40 200 225 2020-21 2021-22 2022-23 Workload/Output Marshals Division Actual Estimate Budget Marshals Warrants Issued 2095 1650 2100 Warrants Cleared 1448 1625 1800 Animal Services 1070 925 1025 Animals Taken In 329 325 325 Adoptions 284 300 300 Return to Owner 152 110 215 Transferred Out 91 75 80 Wildlife Release 93 55 85 Euthanized 76 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $8,793,001 $9,290,452 $9,599,285 Supplies 81,817 106,862 110,150 City Support Services 32,422 34,000 33,810 Utility Services 142,160 199,516 302,232 Operations Support 11,714 30,271 16,836 Staff Support 185,170 162,864 267,954 City Assistance 49,923 57,589 65,170 Professional Services 58,082 82,544 79,309 Maintenance Services 63,918 74,575 78,405 Rental/Leasing 0 0 0 Operating Equipment 292,746 151,303 408,115 Capital Outlay 244,451 521,537 678,300 Total $9,955,402 $10,911,513 $11,639,567 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 6.7% from the FY 2021-22 year-end estimates for four new positions. Two school resource officers, a traffic officer, and a records management specialist. In addition to new personnel, the police department will be adding additional funding for body armor. 77 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PUBLIC SAFETY EXPENDITURES POLICE 256-511110 Regular 5,797,035 5,802,519 6,032,895 6,141,427 256-511120 Overtime 253,306 229,719 600,000 308,986 256-511180 LTD - - - - 256-511210 Longevity 108,667 113,900 113,900 109,633 256-511220 Clothing Allowance 71,870 71,635 66,560 63,333 256-511230 Certification Allowance 46,778 56,189 44,746 108,791 256-511310 FICA - Employer 475,446 468,561 509,345 501,874 256-511350 TMRS-Employer 1,043,504 1,011,718 1,066,295 1,085,487 256-511410 Health-Employer 940,831 994,993 997,978 1,161,243 256-511500 Workers' Compensation 55,564 63,481 58,733 118,511 8,793,001 8,812,715 9,490,452 9,599,285 Supplies 256-521000 Operating Supplies 44,995 41,143 51,593 52,796 256-521100 Office Supplies 7,009 7,500 6,969 7,350 256-521150 Child Safety Supplies 2,497 5,245 5,000 3,112 256-521200 Medical/Chem Supplies 18,258 28,510 26,148 27,636 256-521300 Motor Veh. Supplies 9,058 17,160 17,152 19,257 81,817 99,558 106,862 110,151 256-532500 City-Insurance-Commercial 32,422 26,500 34,000 33,810 32,422 26,500 34,000 33,810 256-533200 Electric Utility Service 24,460 29,400 28,827 28,812 256-533310 Telephone/Cell Phone - - - - 256-533330 Telephone/Internet - - - - 256-533410 Water Utility Service 6,026 15,000 12,784 14,700 256-533500 Vehicle Fuel 111,674 148,800 157,905 258,720 142,160 193,200 199,516 302,232 256-534100 Advertising 400 2,650 2,650 4,410 256-534200 Printing & Binding 5,109 7,666 7,621 7,526 256-534800 Temp Staff Services 6,205 17,000 20,000 4,900 11,714 27,316 30,271 16,836 Personnel Services Total Personnel Services Total Supplies City-Support Services Total City Support Services Total Utility Services Utility Services Operations Support Total Operations Support 78 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 256-535100 Uniforms 63,056 80,378 59,839 87,465 256-535200 Awards 14 6,250 3,250 - 256-535210 Employee Recognition-Morale 4,023 5,900 5,262 9,114 256-535300 Memberships 2,824 3,525 3,290 3,528 256-535400 Publications 264 490 390 260 256-535500 Training/Travel 110,132 94,477 87,477 163,667 256-535510 Meeting Expenses 4,857 3,550 3,356 3,920 185,170 194,570 162,864 267,954 256-537100 Medical Services 42,247 55,800 47,310 55,272 256-537800 Community Outreach 7,676 10,500 10,279 9,898 49,923 66,300 57,589 65,170 256-541300 Prof Services/Consulting 54,244 74,186 73,245 70,700 256-541310 Contract Service - Crematory 513 1,300 684 980 256-541700 Microchip Service 3,325 3,780 8,615 7,629 58,082 79,266 82,544 79,309 256-551400 Minor & Other Equip Maint 1,315 4,500 4,004 4,900 256-551700 Abatement/Lot Cleaning 10,828 5,000 4,872 4,900 256-551800 Other Maintenance Agreements - 825 775 809 256-551810 Maintenance Agr. - Radios 51,775 66,980 64,925 67,796 63,918 77,305 74,576 78,405 Rental/Leasing 256-561200 Lease/Purchase Payments - - - - Total Rental/Leasing - - - - 256-571000 Furniture & Fixtures 5,728 13,585 13,000 13,693 256-571200 Vehicles & Access. LESS $5,000 137,761 135,660 97,789 248,200 256-571300 Computer & Periphe. < $5000 29,327 15,260 15,000 19,541 256-571310 Computer Software - - - - 256-571600 Donation-Expense 552 - - - 256-571800 Equipment under $5,000 118,568 29,183 23,514 121,782 256-571800.250Operating Equipment CVE 810 3,000 2,000 4,900 292,746 196,688 151,303 408,116 Total Maintenance Services Maintenance Services Total Professional Services City Assistance Operating Equipment Total Operating Equipment Staff Support Total Staff Support Professional Services Total City Assistance 79 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 256-581200 Vehicles & Access. Over $5,000 158,300 374,392 360,650 417,000 256-581300 Computer & Periphe. > $5,000 - 24,961 38,144 12,900 256-581800 Equipment Over $5,000 86,151 122,745 122,743 248,400 244,451 522,098 521,537 678,300 9,955,404 10,295,516 10,911,514 11,639,568 TOTAL POLICE Capitalized Equipment Total Capitalized Equipment 80 of 335 DEPARTMENT: 257 FIRE RESCUE FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION The Schertz Fire Rescue Department is a paid career department that responds to all fire and emergency service calls in the City of Schertz, the contracted areas of Guadalupe and Bexar Counties, and through mutual aid, the surrounding cities. All department members are certified as structural firefighters and emergency medical technicians through the Texas Commission on Fire Protection and the Texas Department of State Health Services, respectively. Schertz firefighters are highly trained with many holding advanced firefighter, medical, and multi-discipline specialized certifications. Schertz Fire Rescue has an active public education/fire prevention program that conducts code review and enforcement within the city. Fire and arson investigation services are maintained within the department. GOALS AND OBJECTIVES • Deliver comprehensive safety services of the highest quality. o Respond to 90% of City within 5 minutes from time of dispatch. o Pre-fire plan all commercial occupancies in the city once per year, and extra hazard occupancies twice per year. • Support and maintain a safe, healthy, well trained, and high performing work force. o Improve training opportunities and encourage involvement in specialized operations. o Build upon area-wide technical rescue, hazardous materials, and wildland strike teams. • Provide high quality medical first responder service as part of an integrated emergency medical service. o Encourage advanced medical training and certifications. o Support emergency medical operations through interdepartmental cooperation. • Become the community resource for life safety knowledge and information regarding Schertz Fire Rescue. o Semi-Annual inspects all schools and nursing homes. o Encourage public speaking for all firefighters. o Maintain safe construction and occupancy within the city through code enforcement. • Attract and maintain a qualified and diverse workforce. 81 of 335 o Encourage diverse applicants through career fairs and public education. o Continue to apply for staffing grants through Department of Homeland Security. ORGANIZATIONAL CHART FIRE RESCUE 2020-21 2021-22 2022-23 Fire Chief 1 1 1 Assistant Chief 1 1 1 Emergency Management Coordinator 1 1 1 Fire Marshal 1 1 1 Deputy Fire Marshal 1 1 1 Inspector 0 0 1 Battalion Chief 4 4 4 Lieutenant 9 9 9 Fire Apparatus Operator 9 9 9 Firefighter 18 18 21 Administrative Assistant 1 1 1 TOTAL POSITIONS 46 46 50 City Manager Assistant City Manager Operations Fire Rescue 82 of 335 PERFORMANCE INDICATORS Input 2020-21 Actual 2021-22 Estimate 2022-23 Budget Number of Commercial Occupancies 1030 1050 1065 Total staffing 46 46 46 Suppression staffing 39 39 39 Prevention staffing 2 2 2 Support staffing (command/training/admin) 5 5 5 Number of fire stations 3 3 3 Number of full-time engine companies 3 3 3 Workload/Output 2020-21 actual 2021-22 Estimate 2022-23 Budget Number of incidents 4516 4848 4950 Unit Responses (# calls for all units responding to all emergencies) 5700 6178 6300 Buildings preplan contacts Community Contact (citizen contact) 10000 10656 11500 Fire Inspections Conducted 450 350 430 Plan Reviews Completed 260 340 350 Training Hours Provided 6144 5320 7500 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Average Drive Time (Minutes) 5.70 5.70 5.65 % Drive Time < 5 Minutes 30% 31% 31% % of Buildings Preplanned 100% 100% 100% % Prevention Contacts 29% 29% 29% Inspections per Inspector 262/233 100/250 150/300 Training Hours/Employee 205 220 235 83 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $5,703,001 $6,581,806 $6,410,107 Supplies $11,647 $25,975 $23,084 City Support Services $86,881 $124,170 $145,040 Utility Services 0 0 0 Operations Support $375 $4,500 $4,436 Staff Support $174,585 $204,690 $195,241 City Assistance $21,575 $25,000 $24,694 Professional Services $73,052 $63,600 $62,328 Maintenance Services $53,861 $81,000 $83,868 Other Costs $6,895 $50,000 $9,800 Rental/Leasing $0 $39,745 $26,460 Operating Equipment $341,500 $119,000 $101,920 Capital Outlay $86,409 $473,637 $230,000 Total $6,559,780 $7,793,123 $7,316,978 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 6.1% from the FY 2021-22 year-end estimate. A fire inspector position and 3 new firefighter positions will be offset by less vehicle replacements/purchases and fewer state deployments. 84 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PUBLIC SAFETY EXPENDITURES FIRE RESCUE 257-511110 Regular 3,739,439 3,595,049 4,294,855 3,996,365 257-511120 Overtime 341,523 268,674 425,000 420,793 257-511180 LTD - - - - 257-511210 Longevity 74,217 74,460 80,000 79,121 257-511220 Clothing Allowance 13,356 13,478 13,478 14,340 257-511230 Certification Allowance 19,705 47,597 21,290 59,298 257-511310 FICA - Employer 308,626 304,702 369,849 347,780 257-511350 TMRS-Employer 678,380 652,521 774,265 745,114 257-511410 Health-Employer 496,330 543,697 569,300 651,601 257-511500 Workers' Compensation 31,424 36,499 33,769 95,695 5,703,000 5,536,677 6,581,806 6,410,107 Supplies 257-521000 Operating Supplies 6,943 10,375 10,375 6,860 257-521100 Office Supplies 1,739 3,400 3,400 3,332 257-521200 Medical/Chem Supplies 2,447 10,955 10,000 10,736 257-521300 Motor Veh. Supplies 349 1,000 1,000 980 257-521600 Equip Maint Supplies 168 1,200 1,200 1,176 11,646 26,930 25,975 23,084 City Support Services 257-532350 Software Maintenance - - - - - - - - 257-533100 Gas Utility Service 5,553 7,000 7,500 6,860 257-533200 Electric Utility Service 24,659 25,000 23,000 24,500 257-533320 Telephone/Air Cards 2,778 - 470 5,880 257-533330 Telephone/Internet 556 - 5,200 - 257-533410 Water Utility Service 8,943 10,000 8,000 9,800 257-533500 Vehicle Fuel 44,393 38,000 80,000 98,000 86,882 80,000 124,170 145,040 257-534100 Advertising - - - - 257-534200 Printing & Binding 375 4,527 4,500 4,436 375 4,527 4,500 4,436 Total Operations Support Total Personnel Services Personnel Services Total Supplies Utility Services Total Utility Services Operations Support Total City Support Services 85 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 257-535100 Uniforms 88,976 108,772 108,700 100,181 257-535210 Employee Recognition-Morale 4,035 5,700 5,190 4,606 257-535300 Memberships 1,750 3,800 3,800 3,724 257-535400 Publications 1,969 2,500 3,000 2,450 257-535500 Training/Travel 66,845 75,000 75,000 73,500 257-535510 Meeting Expenses 3,475 3,000 3,000 2,940 257-535600 Professional Certification 7,535 8,000 6,000 7,840 174,585 206,772 204,690 195,241 City Assistance 257-537800 Crime/Fire Prevention 21,575 25,198 25,000 24,694 21,575 25,198 25,000 24,694 Professional Services 257-541300 Other Professional Services 73,052 63,600 63,600 62,328 73,052 63,600 63,600 62,328 Maintenance Services 257-551400 Minor & Other Equip Maint (457) 1,500 1,000 1,470 257-551800 Other Maintenance Agreements 27,234 40,000 40,000 39,200 257-551810 Maintenance Arg. Radios 12,320 15,000 15,000 18,698 257-551900 Construction 14,764 25,000 25,000 24,500 53,861 81,500 81,000 83,868 Other Costs 257-554200 Deployment-Reimb-TIFMAS 6,895 10,000 50,000 9,800 6,895 10,000 50,000 9,800 Rental/Leasing 257-561200 Lease/Purchase Payments - 39,025 39,745 26,460 - 39,025 39,745 26,460 257-571000 Furniture & Fixtures 15,861 12,000 12,000 7,840 257-571200 Vehicles & Access. LESS $5,000 76,281 11,000 11,000 9,800 257-571300 Computer & Periphe. < $5000 15,961 8,000 8,000 7,840 257-571310 Computer Software 11,894 8,000 7,000 7,840 257-571400 Communication Equip LESS $5000 158,950 10,000 10,000 9,800 257-571600 Police/Fire/Medical Equipment 49,371 55,000 55,000 53,900 257-571800 Equipment under $5,000 13,182 16,000 16,000 4,900 341,500 120,000 119,000 101,920 Total Staff Support Staff Support Total City Assistance Total Maintenance Services Total Operating Equipment Operating Equipment Total Professional Services Total Rental/Leasing Total Other Costs 86 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 257-581200 Vehicles & Access. Over $5,000 35,924 405,137 405,137 93,000 257-581400 Communication Equip Over $5000 163 50,000 50,000 55,000 257-581600 Donation-Expense 457 1,000 1,000 1,000 257-581800 Equipment Over $5,000 49,865 17,500 17,500 81,000 86,409 473,637 473,637 230,000 TOTAL FIRE RESCUE 6,559,780 6,667,866 7,793,123 7,316,978 Capitalized Equipment Total Capitalized Equipment 87 of 335 DEPARTMENT: PLANNING AND COMMUNITY DEVELOPMENT DIVISION: 258 BUILDING INSPECTIONS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Building Inspections Division assists customers seeking permits and inspections for various residential and commercial construction projects. The Division is responsible for maintaining health, safety, and welfare through professional review of building plans, permits and performing inspections to ensure consistency of the City’s adopted building codes and ordinances. Staff works closely with citizens, contractors, builders, developers, and other City Departments to assist in creating an attractive and safe community. GOALS AND OBJECTIVES • Strive to provide superior customer service through courteous and professional relationships with the community. • Continue to train counter staff to interpret building code regulations with the goal to successfully guide customers through the permit and inspection process. • Promote and educate contractors and citizens on the newly implemented CityView software which has streamlined the process and provides transparency on construction projects. • Continue to make website improvements to help educated the public on the permitting process, inspection process and online payment process. • Continue to provide a high level of professional services to the varied stakeholders served, including builders, developers, landowners, neighborhood groups, business owners, appointed officials and Council members, and citizens of the community. • Promote continuous staff development and cross training to improve efficiency and customer service by increasing the technical knowledge of staff. • Continue to expand efforts for community education of Building Safety through the City of Schertz Building Safety Month activities. 88 of 335 ACCOMPLISHMENTS • Successfully implemented CityView a new permitting/planning/Code Enforcement software which has improved the service to customers, transparency, and efficiency on all development projects. • Focus on training opportunities for staff. Staff attended various continuing education classes virtually related to building code regulations, the Master Exam Prep Class for Plumbing, Coaching and Teambuilding Skills for Managers and Supervisors, ADA Accessibility Training, various webinars for inspector training, and training. • Updated the website with the implementation of the CityView software related to permits, inspections, code complaints, and items related to construction projects. • Continued the yearly program to raise awareness for Building Safety Month which included safety tips on the city social media site and an article in the Schertz Magazine. • Implemented the new CityView customer portal which is a one location for to improve communication contractors and citizens and provide that one stop for submitting permits, make payments, request online inspections for customers. • Continued to provide flexibility in meeting types by offering in-person or virtual meetings through Microsoft Teams to continue daily business with contractors and developers. • Increased the use of the Residential Video Inspection Program which allows residents, contractors, and the city inspectors the ability to conduct virtual inspections on certain building projects. 89 of 335 ORGANIZATIONAL CHART INSPECTIONS 2020-21 2021-22 2022-23 Dir. of Planning & Comm. Dev. 1 1 1 Administrative Assistant 1 1 1 Chief Building Official 1 1 1 Plans Examiner 1 1 2 Building Inspector 3 5 5 Permit Technician 2 2 3 Development Specialists 0 1 1 TOTAL POSITIONS 9 12 14 City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections 90 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget New Residential Construction 286 240 250 New Commercial Construction 15 30 30 Reroof Permits 302 400 400 Accessory/Temporary Building Permits 39 50 50 Deck/Patio Permits 105 100 100 Sign Permits 96 75 75 Other Permits 1701 1700 1700 Mechanical Permits 688 680 680 Electric Permits 700 750 750 Plumbing Permits 1122 1300 1,300 Total Permit/License/Fee Revenue $1,960,572 $2,696,862 $2,696,862 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Standard Inspections (i.e. framing) and Re-Inspections 12,538 12,000 12,000 91 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $884,169 $967,417 $1,091,750 Supplies $2,548 $5,100 $4,998 Utility Services $5,659 $8,400 $8,232 Operations Support $176 $850 $833 Staff Support $20,210 $41,506 $45,497 Professional Services $32,988 $70,000 $68,600 Operating Equipment $1,202 $650 $7,637 Capital Outlay $27,381 0 $43,750 Total $974,332 $1,093,923 $1,271,297 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 16.2% from the FY 2021-22 year-end estimate for a new Plans Examiner position, computer equipment, and a vehicle replacement. 92 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PUBLIC SAFETY EXPENDITURES INSPECTIONS Personnel Services 258-511110 Regular 609,349 644,618 655,190 735,923 258-511120 Overtime 6,418 15,666 15,666 12,179 258-511180 LTD - - - - 258-511210 Longevity 11,506 11,025 11,692 11,710 258-511230 Certification Allowance 1,781 288 2,700 2,116 258-511310 FICA - Employer 46,519 51,343 53,422 58,249 258-511350 TMRS - Employer 101,286 109,952 109,743 124,798 258-511410 Health - Employer 105,488 126,884 116,989 144,722 258-511500 Workers Compensation 1,822 2,178 2,015 2,053 884,169 961,954 967,417 1,091,750 Supplies 258-521000 Operating Supplies 569 1,300 1,300 1,274 258-521100 Office Supplies 1,034 2,400 2,400 2,352 258-521300 Motor Vehicle Supplies 322 900 900 882 258-521600 Equip Maint Supplies 623 500 500 490 2,548 5,100 5,100 4,998 Utility Services 258-533500 Vehicle Fuel 5,659 8,400 8,400 8,232 5,659 8,400 8,400 8,232 Operations Support 258-534200 Printing & Binding 176 850 850 833 176 850 850 833 Total Personnel Services Total Supplies Total Utility Services Total Operations Support 93 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Staff Support 258-535100 Uniforms 5,279 8,900 8,900 8,722 258-535300 Memberships 285 705 765 750 258-535400 Publications 2,225 2,400 2,400 2,352 258-535500 Training/Travel 7,965 23,341 23,341 26,935 258-535510 Meeting Expense 799 1,900 1,900 1,862 258-535600 Professional Certifications 3,657 4,200 4,200 4,876 20,210 41,446 41,506 45,497 Professional Services 258-541300 Other Consult/Prof Service 32,988 70,000 70,000 68,600 32,988 70,000 70,000 68,600 258-571000 Furniture & Fixtures 1,202 650 650 4,637 258-571200 Vehicles & Accessories < $5,000 - - - 3,000 1,202 650 650 7,637 258-581200 Vehicles & Access. over $5,000 27,381 - - 43,750 27,381 - - 43,750 974,333 1,088,400 1,093,923 1,271,297 Total Capital Outlay TOTAL INSPECTIONS Total Staff Support Total Professional Services Operating Equipment Total Operating Equipment Capital Outlay 94 of 335 DEPARTMENT: PLANNING AND COMMUNITY DEVELOPMENT DIVISION: 259 Neighborhood Services FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Neighborhood Services Division works with the community to engage, educate, protect and promote the health, safety and keep Schertz a beautiful place to live. The Division is committed to providing outstanding service in order to help revitalize and enhance the community by performing inspections and providing services to create a sense of community and by promoting regular maintenance on residential and commercial properties. Environmental Health focuses on inspection services to promote public health and uses health safety best practices to ensure compliance with state and local health codes to include, but not limited to, food establishments, all public and semi-public aquatic facilities, and responds to complaints and concerns. GOALS AND OBJECTIVES • Foster resident pride in their neighborhood and create a sense of community. • Encourage and improve property maintenance in residential and commercial areas. • Seek to engage residents to change how residents see code enforcement. • Work hand-in-hand with community stakeholders to increase and maintain a high quality of life and feeling of safety. • Build programs and seek interdepartmental assistance to support the community. • Start a volunteer program to assist with residential property maintenance, creek clean up, etc. • Seek grants to support community programs such as add to community tool shed, tire disposal, and more. 95 of 335 ACCOMPLISHMENTS • Successfully worked with the Love Where You Live volunteers to help residents and remediate code violations. • Created an awareness video on Mosquito prevention “Fight the Bite”. • Work with Public Affairs to brand the Division and post programs and regulations on social media including high grass and weed information, tree regulations, and junk and debris regulations. • Attended HOA meetings to help foster relationships with neighborhood residents. • Implemented a community tool shed to lend equipment to residents. • Successfully worked with Utility companies to get cable lines buried in easements behind homes in multiple neighborhoods. • Collaborate with the Parks Department on events to ensure the health and safety of food vendors and • Attend a variety of events to promote Neighborhood Services. ORGANIZATIONAL CHART Neighborhood Services 2020-21 2021-22 2022-23 Manager 1 1 1 Code Enforcement Officers 3 3 4 Sanitarian 1 1 1 TOTAL POSITIONS 5 5 6 City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections Neighborhood Services 96 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Code Enforcement cases 2,822 3,002 3,500 Other permit (food/foster/pool) 215 225 Health Inspections 265 275 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $0 $341,309 $374,203 Supplies 0 3,994 8,914 Utility Services 0 10,000 8,624 Operations Support 0 3,419 3,351 Staff Support 0 23,393 26,561 Professional Services 0 2,500 2,450 Maintenance Services 0 15,000 14,700 Operating Equipment 0 1,325 319 Capital Outlay 0 0 76,000 Total $0 $400,940 $515,121 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 28.5% from the FY 2021-22 year end with the addition of a neighborhood services officer position, the addition of the Cibolo creek clean-up program, and vehicle replacements. 97 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PUBLIC SAFETY EXPENDITURES Neighborhood Services Personnel Services 259-511110 Regular - 225,346 241,011 255,371 259-511120 Overtime - 4,664 4,664 6,910 259-511210 Longevity - 2,721 1,480 1,886 259-511220 Clothing Allowance 3,506 1,469 - 259-511230 Certification Allowance - 1,090 2,025 1,445 259-511310 FICA - Employer - 18,026 19,175 20,280 259-511350 TMRS - Employer - 38,880 40,141 43,450 259-511410 Health - Employer - 16,645 30,034 43,891 259-511500 Workers Compensation - 1,416 1,310 970 - 312,294 341,309 374,203 Supplies 259-521000 Operating Supplies - 1,044 1,044 6,023 259-521100 Office Supplies - 1,000 1,000 980 259-521300 Motor Vehicle Supplies - 1,725 1,200 1,176 259-521600 Equip Maint Supplies - 2,155 750 735 - 5,924 3,994 8,914 Utility Services 259-533500 Vehicle Fuel - 12,595 10,000 8,624 - 12,595 10,000 8,624 Operations Support 259-534200 Printing & Binding - 3,419 3,419 3,351 - 3,419 3,419 3,351 Staff Support 259-535100 Uniforms - 6,100 6,100 6,076 259-535300 Memberships - 450 450 441 259-535400 Publications - 1,190 1,190 980 259-535500 Training/Travel - 13,550 13,550 16,219 259-535510 Meeting Expense - 1,200 200 980 259-535600 Professional Certifications - 1,903 1,903 1,865 - 24,393 23,393 26,561 Professional Services 259-541300 Other Consult/Prof Service - 2,500 2,500 2,450 - 2,500 2,500 2,450 Total Professional Services Total Staff Support Total Personnel Services Total Supplies Total Utility Services Total Operations Support 98 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 259-551700 Abatement/Lot Cleaning - 15,000 15,000 14,700 259-551810 Maintenance Agr.-Radios - - - - - 15,000 15,000 14,700 259-571000 Furniture & Fixtures <$5,000 - 325 325 319 259-571800 Equipment Over $5,000 1,000 1,000 - - 1,325 1,325 319 259-581200 Vehicles & Access. Over $5,000 - - - 76,000 - - - 76,000 - 377,450 400,940 515,122 Total Operating Equipment TOTAL NEIGHBORHOOD SERVICES Maintenance Services Total Maintenance Services Operating Equipment Capital Outlay Total Capital Outlay 99 of 335 DEPARTMENT: PUBLIC WORKS DIVISION: 359 STREETS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Street Division provides high quality service in design, construction, and renovation of streets to provide safe and efficient movement of people and goods through a well-designed, operated, and maintained transportation network. As part of the Streets division’s focus to offer the highest level of customer service while being stewards of tax dollars, the division evaluates affordability and efficiency options for providing street maintenance service, including a weekly chipping service. GOALS AND OBJECTIVES • Apply preventative maintenance strategies to extend the life of City streets and reduce unscheduled maintenance. • Plan, design, construct, operate, and maintain traffic functions, traffic control devices, street resurfacing and rehabilitation, streetlights, street signs, street sweeping, and crosswalk signals. • Emphasize safety to reduce preventable accidents. • Provide traffic counts and speed information on specific streets as requested. • Design and prepare street maintenance plans, pothole patching, and sidewalk repair/construction. 100 of 335 ORGANIZATIONAL CHART STREETS 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Streets/Drainage Manager 1 1 1 Street Superintendent 1 1 1 Street Supervisor 1 1 1 Street Worker II 5 5 5 Street Worker I 7 7 7 TOTAL POSITIONS 15 15 15 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Street Sweeping hours 2173 3752 3900 Number of signs produced 1207 2110 2520 Quantity of asphalt purchased (tons) 482 2050 2050 Special projects (Hours) 1433 2100 2250 Street centerline miles 165 172 180 101 of 335 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Annual cost to operate street sweepers (operators and fuel) 120,500 125,000 135,000 Cost per ton of asphalt 45 65 75 Approved daily budget expenditures for operation 5,583 8,165 9,630 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Hours spent on roadway maintenance 3788 8037 6000 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $815,232 $1,012,792 $1,107,287 Supplies 100,222 157,950 178,850 City Support 133 6,000 5,880 Utility Services 188,189 195,000 196,000 Staff Support 18,944 22,200 22,050 Professional Services 12,495 16,000 30,380 Maintenance Services 213,778 485,500 725,790 Rental/Leasing 2,612 5,000 4,900 Operating Equipment 30,581 6,000 6,370 Capital Outlay 31,623 160,975 310,000 Total $1,413,809 $2,067,417 $2,587,507 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 25.2% from the FY 2021-22 year-end estimate. FY 2022-23 budget includes an additional $250,000 for Street Preservation and Maintenance (SPAM), an emulsion tank, and a replacement skid steer. 102 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED EXPENDITURES STREETS Personnel Services 359-511110 Regular 513,176 640,785 655,150 712,687 359-511120 Overtime 15,870 18,240 15,000 18,192 359-511180 LTD - - - - 359-511210 Longevity 12,628 18,074 17,823 18,628 359-511230 Certification Allowance 1,985 4,656 3,116 2,873 359-511310 FICA - Employer 40,486 50,805 52,868 56,290 359-511350 TMRS - Employer 90,140 109,409 110,678 123,059 359-511410 Health - Employer 119,622 154,187 134,616 152,310 359-511500 Workers Compensation 21,325 25,444 23,541 23,248 815,232 1,021,600 1,012,792 1,107,287 Supplies 359-521000 Operating Supplies 3,791 3,750 3,750 3,675 359-521050 Operating Supplies-Street Sig 27,714 49,450 60,000 58,800 359-521052 Operating Supplies-Dept. Signs - 10,000 10,000 9,800 359-521055 Operating Supplies-StreetMain 65,470 69,625 80,000 88,200 359-521100 Office Supplies 179 950 400 3,675 359-521200 Medical/Chemical Supplies 1,980 2,000 2,000 4,900 359-521300 Motor Vehicle Supplies 1,087 3,700 1,800 9,800 100,221 139,475 157,950 178,850 City Support Services 359-532800 EMPLOYEE APPRECIATION EVENTS 133 6,000 6,000 5,880 133 6,000 6,000 5,880 Utility Services 359-533200 Electricity Utility Service 149,738 140,000 150,000 137,200 359-533210 Utilities - Poles - - - - 359-533410 Water Utility Service 144 600 - - 359-533500 Vehicle Fuel 38,307 52,000 45,000 58,800 188,189 192,600 195,000 196,000 Total Personnel Services Total Supplies PUBLIC ENVIRONMENT Total Utility Services TOTAL City Support Services 103 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Staff Support 359-535100 Uniforms 12,447 14,500 14,500 14,210 359-535300 Memberships - - - - 359-535500 Training/Travel 5,279 10,720 6,500 7,840 359-535510 Meeting Expense 1,141 700 1,200 - 359-535600 Professional Certifications 77 - - - 18,944 25,920 22,200 22,050 Professional Services 359-541310 Contractual Services 12,495 58,600 16,000 30,380 12,495 58,600 16,000 30,380 Maintenance Services 359-551100 Building Maintenance - - 500 - 359-551400 Minor & Other Equip. Maintenance 316 500 - 490 359-551600 Outsourced Street Maintenance 213,462 297,000 400,000 642,000 359-551650 Sidewalk Maintenance - 86,000 85,000 83,300 213,778 383,500 485,500 725,790 Rental Equipment 359-561100 Rental Equipment 2,612 5,000 5,000 4,900 2,612 5,000 5,000 4,900 Operating Equipment 359-571000 Furniture & Fixtures 236 200 2,000 1,470 359-571200 Vehicles & Access under $5,000 1,190 - - - 359-571750 Street Crossing Minor Imprvmnt 22,517 41,000 - - 359-571800 Equipment under $5,000 6,638 4,000 4,000 4,900 30,581 45,200 6,000 6,370 Capital Outlay 359-581200 Vehicles & Access. over $5,000 31,623 - - 51,250 359-581750 Street Crossing Improvements - - - - 359-581800 Equipment over $5,000 - 160,075 160,975 258,750 31,623 160,075 160,975 310,000 1,413,808 2,037,970 2,067,417 2,587,507 TOTAL STREETS Total Staff Support Total Maintenance Services Total Operating Equipment Total Professional Services Total Capital Outlay Total Rental Equipment 104 of 335 DEPARTMENT: 460 PARKS, RECREATION AND COMMUNITY SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Parks, Recreation, and Community Services department oversees the maintenance and management of approximately 438 acres of park land, to include the maintenance of municipal facilities, creek ways, swimming pools, park irrigation systems, trails, restrooms, pavilions, open space, playground equipment, benches, picnic tables, lighting, mowing contracts oversight, campus formal bed maintenance contracts, and oversight of athletic field maintenance by sports associations (Buffalo Valley Youth Association and Schertz Youth Soccer Alliance). It conducts community-wide tree planting and beautification programs. Acquires, designs, constructs, and renovates existing and additional park land and facilities. It provides citizen input and communication venues utilizing the Parks and Recreation Advisory Board, community surveys, and community meetings. It plans and implements over 50 special events, recreation programs, and parades. The Director of Parks, Recreation, and Community Services oversees the budgets for Parks, Swimming Pools, Tree Mitigation, Parkland Dedication, and the Special Events Fund. In addition, the Director oversees and manages the contracts with the YMCA of Greater San Antonio for the staffing and programming of the Recreation Center, the Schertz Area Senior Center, the Schertz Aquatics Center, and the outdoor pools at Pickrell Park and Wendy Swan Memorial Park. GOALS AND OBJECTIVES • Continue to develop a system of parks, open space, recreational facilities, and leisure services that will meet the needs of an expanding community. • Implement the on-going Parks and Open Space Master Plan recommendations and priorities to keep pace with the needs of an expanding community. • Continue the development of trails and greenbelts to improve connectivity among parks, neighborhoods, churches, schools, public facilities, and municipal buildings. • Provide recreational and leisure opportunities to City of Schertz residents of all ages through the provision of high-quality parks and recreational facilities, swimming pools, and senior center. 105 of 335 • Continue to expand our internal, recreation services program through our Music & Movies in the Park series, restructuring of our established special events, and introduction of more adult-oriented sports opportunities. • Continue to expand our nature park educational opportunities through more organized, structured site tours and programming accomplished through partnerships with the Friends of Crescent Bend Nature Park, members of the local birding community, and the local school district (SCUCISD). ORGANIZATIONAL CHART PARKS, RECREATION & COMMUNITY SERVICES 2020-21 2021-22 2022-23 Director of Parks, Recreation & Community Services 1 1 1 Administrative Assistant 1 1 1 Recreation Coordinator 0 0 1 Parks Manager 1 1 1 Park Maintenance Crew Supervisor 1 1 1 Park Maintenance Technician I 5 5 8 Park Worker I, Part Time 1 1 1 Seasonal Park Workers 1 1 1 Recreation Manager 1 1 1 Events Specialist 1 1 1 TOTAL POSITIONS 13 13 17 City Manager Assistant City Manager Development Parks, Recreation, and Community Services Pools 106 of 335 PERFORMANCE INDICATORS Workload/Outputs 2020-21 Actual 2021-22 Estimate 2022-23 Budget Total Acres of Park Land Managed 425.31 438.97 438.97 Total Acres of City Campuses Managed 36.03 36.03 36.03 Total Acres of Land Managed Per FTE 76.89 79.17 79.17 Total Miles of Trails Managed 25 25 25.6 Special Events, Programs & Parades 50 50 50 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Acres of Contractual Mowing 119.40 123.09 123.09 Acres of Athletic Association Maintenance 70.02 70.02 70.02 Hours of Volunteer Service 800 500 500 Hours of Athletic Association Service 1,200 1,200 1,200 Effectiveness 2020-21 actual 2021-22 Estimate 2022-23 Budget Cost Benefit for Athletic Association Field Maintenance $550,000 $550,000 $550,000 Cost Benefit for Volunteer Hours $12,000 $7,500 $7,500 Special Events Attendance 15,000 25,000 25,000 Youth Sports Registrations (BVYA & SYSA) 3,800 1,900 3,800 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $669,997 $729,822 $975,812 Supplies 122,154 113,148 83,643 City Support Services 153,879 141,749 156,800 Utility Services 260,988 256,000 250,880 Operations Support 1,049 2,000 1,960 Staff Support 15,958 19,670 19,277 Professional Services 146,145 147,946 194,987 Maintenance Services 76,649 14,000 13,720 Rental/Leasing 10,038 10,000 9,800 Operating Equipment 52,345 65,000 63,700 Capital Outlay 152,667 280,997 347,497 Total $1,661,869 $1,780,332 $2,118,076 107 of 335 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 19.0% from the FY 2021-22 year-end estimate for a two new Parks maintenance technician positions, a recreation coordinator position, additional funding for contract mowing and vehicle and equipment replacements. 108 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PARKS, RECREATION, & COMMUNITY SERVICES EXPENDITURES PARKS 460-511110 Regular 440,047 498,671 484,401 632,489 460-511120 Overtime 19,562 18,245 20,000 26,866 460-511180 LTD - - - - 460-511210 Longevity 3,208 4,156 5,140 2,318 460-511230 Certification Allowance 4,337 9,069 6,335 4,740 460-511310 FICA - Employer 34,462 40,543 39,465 50,973 460-511350 TMRS-Employer 74,854 84,482 82,618 106,803 460-511410 Health-Employer 88,767 97,967 86,463 143,450 460-511500 Workers' Compensation 4,760 5,837 5,400 8,173 669,997 758,970 729,822 975,812 Supplies 460-521000 Operating Supplies 34,029 32,750 32,750 32,095 460-521100 Office Supplies 2,038 1,500 1,500 1,470 460-521200 Medical/Chemical Supplies 3,254 4,100 4,100 4,018 460-521300 Motor Vehicle Supplies 532 500 500 490 460-521310 Landscaping Supplies- Parks 38,610 18,500 18,500 18,130 460-521315 Landscaping Supplies- Campus 32,273 22,500 22,500 22,050 460-521400 Plumbing Supplies 11,208 32,798 32,798 4,900 460-521610 Building Maintenance Supplies 211 500 500 490 122,155 113,148 113,148 83,643 City Support Services 460-532601 Holidazzle 54,351 26,000 34,137 34,300 460-532604 4th of July Jubilee 47,254 26,000 26,000 34,300 460-532619 Schertz Sweetheart 2,142 10,000 10,000 9,800 460-532620 Sweetheart Scholarships 4,000 8,500 8,500 4,410 460-532626 Other Events 25,370 73,500 43,500 52,430 460-532629 MOVING ON MAIN 13,964 12,000 9,612 11,760 460-532800 Music, Movies in the Park 6,798 10,000 10,000 9,800 153,879 166,000 141,749 156,800 Utility Services 460-533200 Electric Utility Service 74,419 76,000 76,000 74,480 460-533410 Water Utility Service 174,257 160,000 160,000 156,800 460-533500 Vehicle Fuel 12,312 10,000 20,000 19,600 260,988 246,000 256,000 250,880 Total Personnel Services Personnel Services Total Utility Services Total City Support Services Total Supplies 109 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Operations Support 460-534100 Advertising 927 1,000 1,000 980 460-534800 Temporary Empl. Services 123 1,000 1,000 980 1,050 2,000 2,000 1,960 Staff Support 460-535100 Uniforms 7,519 7,195 7,195 7,051 460-535300 Memberships 1,864 1,625 1,625 1,593 460-535500 Training/Travel 5,401 10,000 10,000 9,800 460-535510 Meeting Expenses 1,175 850 850 833 15,959 19,670 19,670 19,277 Professional Services 460-541300 Other Prof. Services 26,913 42,018 6,000 5,880 460-541310 Contract Services 119,233 141,946 141,946 189,107 146,146 183,964 147,946 194,987 Maintenance Services 460-551100 Building Maintenance 14,443 2,500 2,500 2,450 460-551400 Minor & Other Equip Maint 7,373 5,000 5,000 4,900 460-551600 Street Maintenance Materials 51,183 - - - 460-551618 Veteran's Memorial Maint.3,650 4,000 4,000 3,920 460-551710 Landscaping - 2,500 2,500 2,450 76,649 14,000 14,000 13,720 Rental-ROW 460-561100 Rental-Equipment 10,038 10,000 10,000 9,800 10,038 10,000 10,000 9,800 Operating Equipment 460-571000 Furniture & Fixtures - - - - 460-571700 Improvements under $5,000 39,194 50,000 50,000 49,000 460-571800 Equpment under $5000 13,151 15,000 15,000 14,700 52,345 65,000 65,000 63,700 Capital Outlay 460-581200 Vehicles & Access. Over $5,000 - 32,000 32,000 87,500 460-581700 Improvements Over $5,000 141,028 206,979 242,997 242,997 460-581800 Equipment Over $5,000 11,639 6,000 6,000 17,000 152,667 244,979 280,997 347,497 TOTAL PARKS 1,661,873 1,823,731 1,780,332 2,118,076 Total Staff Support Total Operations Support Total Maintenance Services Total Rental-ROW Total Capital Outlay Total Professional Services Total Operating Equipment 110 of 335 DEPARTMENT: PARKS, RECREATION, AND COMMUNITY SERVICES DIVISION: 463 POOLS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The management and maintenance of two (2) outdoor pools including the maintenance of swimming facilities, pumping systems, and related aquatic programs designed to encourage safe use and professional management of these facilities. Provide contractual oversight of the management, programming, and maintenance of the Schertz Aquatics Center. Provide citizen input and communication venues utilizing the Parks and Recreation Advisory Board, surveys, and community meetings. GOALS AND OBJECTIVES • Maintain and develop aquatic programs designed to educate our citizens and to meet the needs of our expanding community. • Maintain a high quality of pool maintenance while providing excellent aquatic recreation and leisure service programs. • Incorporate management oversight of the Schertz Aquatics Center in order to expand the availability of recreational and health/well-being programming and provide year-round access to same. 111 of 335 ORGANIZATIONAL CHART PERFORMANCE INDICATORS Workload/Outputs 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue per year Outdoor Pools $28,275 $25,000 $28,500 Days open per year Outdoor Pools 72 72 72 Daily Admissions Pickrell Pool $21,545 $22,024 $22,000 Total Attendance Pickrell Pool 9,736 11,651 11,000 Season Pool Pass Sales $6,730 $6,495 $4,000 Total Attendance Schertz Aquatics Ctr 78,000 78,000 78,000 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Cost per resident for Pool Operations $14.25 $14.25 $13.16 (Includes Schertz Aquatics Center City Manager Assistant City Manager Development Parks, Recreation, and Community Services Pools 112 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Supplies $23,107 $25,500 $24,990 Utility Services 22,616 23,000 16,170 Professional Services 0 0 0 Maintenance Services 490,950 527,878 539,664 Operating Equipment 0 0 0 Total $536,674 $576,378 $580,824 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 0.8% from the FY 2021-22 year end with no change in operations. 113 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PARKS & RECREATION EXPENDITURES POOLS Supplies 463-521000 Operating Supplies 3,806 4,500 4,500 4,410 463-521200 Chem/Med/Lab Supplies 17,459 18,000 18,000 17,640 463-521600 Equip Maint Supplies 1,842 3,000 3,000 2,940 23,107 25,500 25,500 24,990 Utility Services 463-533200 Electric Utility Service 14,916 10,000 15,000 9,800 463-533410 Water Utility Service 7,701 6,500 8,000 6,370 22,617 16,500 23,000 16,170 Professional Services 463-541300 Other Consl/Prof Services - - - - - - - - Maintenance Services 463-551100 Building Maintenance (2) - - - 463-551400 Minor & Other Equip Maintenance 9,418 10,000 10,000 9,800 463-551700 Contract Maintenance 481,534 517,878 517,878 529,864 490,950 527,878 527,878 539,664 Operating Equipment 463-571000 Furniture & Fixtures - - - - - - - - 536,674 569,878 576,378 580,824 Total Professional Services Total Supplies Total Utility Services TOTAL POOLS Total Capital Outlay Total Maintenance Services 114 of 335 DEPARTMENT: PUBLIC AFFAIRS DIVISION: 464 EVENT FACILITIES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Under the umbrella of Public Affairs, Event Facilities provides a place where guests can celebrate life events such as social or cultural activities. The Event Facilities are centrally located in Schertz for businesses and other organizations to hold meetings, training, and/or other specialized events. This department handles all aspects of event rental, and in cooperation with other department’s plans, coordinates and executes each event from start to finish (initial deposit to event feedback). GOALS AND OBJECTIVES • Promotes community involvement by attracting public events such as fundraisers, tradeshows/conventions, and performing arts events. • Promotes high quality of life for residents and other customers by providing an affordable, friendly, and safe gathering place for special events. • Promotes relationships with surrounding cities, businesses, organizations, and citizens by offering audio/video capabilities and attractive, flexible and diverse use of venue space through upgrades in technology and building improvements. 115 of 335 ORGANIZATIONAL CHART EVENT FACILITIES 2020-21 2021-22 2022-23 Civic Center Manager 1 1 1 Civic and Community Centers Coordinator 1 1 1 Event Attendant 2 2 3 P/T Event Attendant 2 2 1 TOTAL POSITIONS 6 6 6 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Number of events booked 837 850 850 Number of events cancelled 128 125 50 Number of facility tours 250 300 300 Number of web inquiries answered 126 150 150 City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities 116 of 335 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Revenue 198,771 320,000 300,000 Comp’d Value 55,000 38,000 30,000 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Tradeshows/conventions 9 14 12 Customer satisfaction Rating 95% 100% 100% 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $216,037 $337,833 $380,583 Supplies 5,606 3,650 4,410 Utility Services 40,363 39,350 48,588 Operations Support 30,114 7,400 15,298 Staff Support 2,362 8,252 4,876 Professional Services 907 0 0 Maintenance Services 5,641 8,898 2,450 Operating Equipment 6,745 14,500 10,780 Total $307,775 $419,883 $466,985 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 11.2% from the FY 2021-22-year end estimate with the addition of a new event attendant position. 117 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED CULTURAL EXPENDITURES EVENT FACILITIES Personnel Services 464-511110 Regular 155,721 201,164 236,636 261,922 464-511120 Overtime 790 5,375 5,000 5,558 464-511180 LTD - - - - 464-511210 Longevity 3,467 3,996 3,979 6,301 464-511310 FICA - Employer 12,178 15,943 18,790 20,926 464-511350 TMRS-Employer 24,664 34,141 39,335 44,834 464-511410 Health-Employer 18,940 25,788 33,802 37,030 464-511500 Workers' Compensation 277 315 291 4,012 216,037 286,722 337,833 380,583 Supplies 464-521000 Operating Supplies 4,814 4,000 2,500 3,136 464-521050 Ancillary Products 166 450 450 490 464-521100 Office Supplies 626 700 700 784 5,606 5,150 3,650 4,410 Utility Services 464-533100 Gas Utility Service 696 850 850 1,058 464-533200 Electric Utility Service 32,673 39,250 30,000 39,200 464-533410 Water Utility Service 6,429 7,000 7,000 6,860 464-533500 Vehicle Fuel 565 1,500 1,500 1,470 40,363 48,600 39,350 48,588 Operations Support 464-534100 Advertising 989 3,800 3,800 3,920 464-534200 Printing & Binding 1,527 1,500 2,000 1,470 464-534550 Business Meetings/Networking - 108 100 108 464-534800 Temporary Empl. Services 27,599 8,000 1,500 9,800 30,115 13,408 7,400 15,298 Staff Support 464-535100 Uniforms 462 1,500 1,500 1,470 464-535300 Memberships 243 315 209 270 464-535500 Training/Travel 1,478 2,850 2,741 2,891 464-535510 Meeting Expenses 179 200 3,802 245 2,362 4,865 8,252 4,876 Total Staff Support Total Personnel Services Total Supplies Total Utility Services Total Operations Support 118 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Professional Services 464-541300 Professional Services 907 - - - 907 - - - Maintenance Services 464-551800 Other Maintenance Agreements 5,641 12,700 8,898 2,450 5,641 12,700 8,898 2,450 Operating Equipment 464-571000 Furniture & Fixtures 1,014 2,300 3,300 980 464-571401 Audio/Visual Equipment 264 - - - 464-571500 Operating Equipment Under $5,000 5,467 11,200 11,200 9,800 464-571550 Capital Recovery Equipment - - - - 6,745 13,500 14,500 10,780 TOTAL EVENT FACILITIES 307,776 384,945 419,883 466,985 Total Professional Services Total Operating Equipment Total Maintenance Services 119 of 335 DEPARTMENT: 665 LIBRARY FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz Public Library: • Supports life-long learning, literacy and recreation by developing and maintaining a wide variety of library materials in print, audiovisual and digital formats for users of all ages; • Encourages the love of reading and learning by providing story time, special event programs, and various other literacy-based programs for infants, children and teens; • Enriches the lives of adults by providing instructional and recreational programming in high-interest areas such as Internet usage, computer software, e- readers and other personal digital devices, health and fitness, financial planning, crafts, and book clubs; • Provides public access to technology including computers, the Internet, wi-fi and printers, as well as to online employment, business and educational resources; • Provides answers and information to telephone, email, online chat, and in-person queries; • Provides meeting and study space to individuals and community groups; • Provides community outreach for underserved local residents through special programs, and • Actively cooperates and interacts with other libraries in the region to share ideas and stay current in library practices. The library participates in CTLS, Inc. (Connecting Texas Libraries Statewide), a non-profit corporation that sponsors continuing education programs for library staff and encourages library usage and support by Texas residents. The library’s primary service area includes the City of Schertz, the City of Selma, the City of Cibolo and Guadalupe County. 2022-23 GOALS • Continue improving the collection and acceptable items-to-customer ratio by adding titles in a variety of formats. Focus will continue to be on collections with high turnover rates, e.g., bestsellers, DVDs, graphic novels, beginning readers, etc., with an additional focus on providing materials on the topics of diversity, equity, and inclusion. 120 of 335 • Continue weeding projects according to schedule in order to enhance and update collections. • Continue systematic review and update of policies and procedures with an eye toward providing excellent customer-focused service, inclusion, and efficiency in service delivery. • Implement in-house laptop circulation program (program was again delayed due to COVID and staff vacancy). • Re-establish technology classes and programming. • Expand job and career development program offerings. • Expand outreach efforts in Schertz, Cibolo and Selma. • Test a trial homebound delivery program in cooperation with Neighborhood Services. 2021-22 HIGHLIGHTS AND ACCOMPLISHMENTS Received Texas Municipal Library Directors 2021 Achievement in Excellence Award for demonstrating consistent excellence and outstanding contributions to public library services within our community. Schertz Public Library was one of only 59 public libraries in Texas to receive this award. Operations and Collections • Added approximately 6,000 new and replacement items to library’s physical collections and withdrew more than 2,000 dated, worn, lost and damaged items from library’s physical collections. • Resumed using teen and adult volunteers in the library. Programming Programming in FY22 was a mixture of virtual and in-person programming. • Youth and Adult Services revamped winter and summer reading program formats to include creative activities and exploration activities in addition to reading activities. • Revised summer reading program for Schertz Area Sr. Center and Forest Ridge Assisted Living Community to be simpler. • Added new health and wellness adult programming including Qigong and meditation practice. • More than 5,400 people attended 170 recorded or in-person programs in the first half of FY2022. Programs included weekly storytimes, outreach events, health programs, STEM and game programs, genealogy presentations, book clubs, craft sessions, and poetry programs. 121 of 335 Outreach and Partnerships • Continued to partner with the Texas State Library to provide service as a Texas Talking Books Program Demo Library. • Continued to place a bi-weekly rotating children’s book collection in the memory care unit of the Legacy at Forest Ridge Retirement Community. • Continued to partner with SCUCISD for various programs and activities including Family Night literacy programs, school visits, and working with the district’s Bilingual Coordinator to provide a Salsa Garden event. • Partnered with various organizations to provide programming and services to the community including TexasRxCard for discount medications cards, National Alliance on Mental Illness for programs, workshop and support groups, AACOG, Texas Medicare Solutions for programs, South Texas Blood and Tissue for quarterly blood drives, and YMCA for Story & Swim and holiday programs. • Provided training to Primrose School staff on using puppets in their programs and Zoom Library 101 training to Schertz School of Science and Technology. • Continued partnerships with other City departments to provide programming to community, including Parks & Rec’s Candy Cruise, Movin’ on Main, and a Library Discovery Garden, and a summer reading program and Large Print circulation collection for Senior Center. ORGANIZATION CHART LIBRARY 2020-21 2021-22 2022-23 Library Director 1 1 1 Librarian 3 3 3 Library Technician 2 2 2 Library Assistant 3 3 3 Library Assistant (20 hours) 7 7 7 Library Assistant (10 hours) 2 2 4 Programming Specialist (20 hours) 1 1 4 Library Page (10 hours) 2 2 0 Temp Part-time Library Clerk (Unfunded) 1 1 1 City Manager Assistant City Manager Development Library 122 of 335 TOTAL POSITIONS 22 22 25 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Input Actual Estimate Budget Service population (determined by TSLAC) 116,207 121,766 125,000 Total Staffing FTE 14.0 14.0 14.0 Circulation Staffing FTE 9.0 9.0 9.0 Total Operating Budget $1,040,278 $1,190,931 $1,162,891 Total Materials Collection 149,956 153,000 159,000 Registered Borrowers 30,291 31,000 32,000 Materials Budget $125,472 $130,000 $136,000 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Circulation per Capita 2.42 2.64 2.56 Library Visits per Capita 0.79 1.07 1.04 Program Attendance per Capita 0.02 0.07 0.07 Collection Turnover Rate 1.88 2.10 2.01 Total Circulation 281,659 322,000 320,000 Total Library Visits 91,291 130,000 130,000 Total Program Attendance 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Cost per Person Served $8.95 $9.78 $9.30 Cost per Circulation $3.63 $3.70 $3.69 Circulation per Circulation FTE 31,295 35,778 35,556 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Percentage of Service Population With Library Cards 26.07% 25.46% 25.60% Materials Expenditures per Capita $1.08 $1.07 $1.09 Materials Expenditures as a Percentage of Operating Budget (striving for 15% min.) 12.06% 10.92% 11.69% Items per Capita (striving to meet 1.53 items per capita standard) 1.29 1.26 1.27 123 of 335 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $847,827 $948,877 $993,719 Supplies 11,347 15,000 18,130 Utility Services 48,117 62,000 60,760 Operations Support 2,168 5,900 4,018 Staff Support 3,655 7,025 7,874 Professional Services 1,656 3,129 2,254 Operating Equipment 125,508 149,000 176,040 Capital Outlay 0 0 30,000 Total $1,040,278 $1,190,931 $1,292,795 PROGRAM JUSTIFICATION AND ANALYSIS The Library FY 2022-23 Budget increases 8.6% from the FY 2021-22 year end for a new Part time programming specialist, wage increases, additional funding for Library materials, and noise mitigation tiles for meeting rooms. 124 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED CULTURAL EXPENDITURES LIBRARY Personnel Services 665-511110 Regular 590,588 624,324 665,759 702,528 665-511120 Overtime 288 1,056 1,056 1,053 665-511180 LTD - - - - 665-511210 Longevity 14,401 17,944 16,817 17,404 665-511230 Certification Allowance 1,463 1,152 2,310 2,471 665-511310 FICA - Employer 44,426 49,248 52,475 55,288 665-511350 TMRS-Employer 94,463 99,552 109,854 109,556 665-511410 Health-Employer 101,393 110,129 99,698 103,786 665-511500 Workers Compensation 805 981 908 1,633 847,827 904,386 948,877 993,719 Supplies 665-521000 Operating Supplies 8,930 12,000 12,000 15,190 665-521100 Office Supplies 2,417 3,000 3,000 2,940 11,347 15,000 15,000 18,130 Utility Services 665-533100 Gas Utility Service 2,942 4,000 3,000 2,940 665-533200 Electric Utility Service 33,309 45,000 38,000 37,240 665-533410 Water Utility Service 11,866 21,000 21,000 20,580 48,117 70,000 62,000 60,760 Operations Support 665-534000 Postage 1,916 3,000 3,000 2,940 665-534200 Printing & Binding 252 2,900 2,900 1,078 2,168 5,900 5,900 4,018 Staff Support 665-535100 Uniforms 429 400 400 392 665-535200 Annual Awards - 300 300 294 665-535300 Memberships 1,557 1,325 1,325 1,357 665-535500 Training/Travel 1,567 4,700 4,700 5,537 665-535510 Meeting Expenses 103 300 300 294 3,656 7,025 7,025 7,874 Total Utility Services Total Supplies Total Personnel Services Total Staff Support Total Operations Support 125 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Professional Services 665-541300 Other Consl/Prof Srvcs - 1,000 1,000 - 665-541365 Courier Delivery Service 1,656 2,300 2,129 2,254 1,656 3,300 3,129 2,254 Operating Equipment 665-571000 Furniture & Fixtures - 16,000 16,000 26,460 665-571400 Library Materials 125,472 130,000 130,000 139,780 665-571600 Donation-Expense 36 11,762 3,000 9,800 125,508 157,762 149,000 176,040 Capital Outlay 665-581400 Library Materials - - - 30,000 - - - 30,000 TOTAL LIBRARY 1,040,279 1,163,373 1,190,931 1,292,795 Total Capital Outlay Total Operating Equipment Total Professional Services 126 of 335 DEPARTMENT: 853 INFORMATION TECHNOLOGIES (IT) FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Information Technologies Dept. is charged with maintaining, operating and securing the City’s information assets. These assets form the foundation upon which many of the City’s core operations depend. Therefore, this foundation must be reliable, resilient and responsive. To meet these expectations, the department focuses daily on customer service, education and planning. The IT department increases the business return on technology investments by creating and managing hardware and software through dedicated planning and alignment. IT is also dedicated to ensuring a great end user experience by designing, implementing, managing and continually improving our processes. IT is also tasked to protect the organization and its ability to perform its mission. We accomplish this through a comprehensive security program, managing our data, ensuring efficiency, effectiveness and compliancy. We also strive to deploy programs designed to engage our staff and citizens in easy and convenient ways. The City of Schertz uses a Geographic Information System (GIS) to create maps, analyze information, and visually examine the geographic features of our region. Many function of City government have a geographic dimension and the successful execution of GIS Services can substantially increase efficiency, collaboration and empowerment in the decision-making process. ORGANIZATIONAL CHART City Manager Assistant City Manager Development Information Technology (IT) 127 of 335 INFORMATION TECHNOLOGY 2020-21 2021-22 2022-23 Director 1 1 1 Administrative Assistant 1 1 1 Senior Systems Administrator 1 1 1 Senior Computer Support Engineer 1 1 1 Customer Services Technician I 3 3 3 Public Safety Administrator 1 1 1 Public Safety Technician 0 0 2 GIS Administrator 1 1 1 GIS Specialist 1 1 2 TOTAL POSITIONS 10 10 13 Workload 2020-21 Actual 2021-22 Estimate 2022-23 Budget Average Annual Work Orders Completed 2,550 3,084 3,200 Average Monthly Hours to Complete Work Orders 1.25 1.5 1.25 Total Projects 45 62 67 Average Monthly Project Hours 455 620 750 Total Emails Received 1,122,550 1,116,600 1,239,530 Total Sent Good Email 452.550 454,875 475,000 Total Teams Meetings 1,675 1,452 1,575 Total Teams Interoffice Chats 14,500 23,450 25,000 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget % Work Orders Completed 0-1 Day 46% 45% 55% % Work Orders Completed 2-3 Days 8% 12% 15% % Work Orders Completed 4-6 Days 11% 11% 10% % Work Orders Completed 7-10 Days 7% 9% 5% %Work Orders Completed >11 Days 28% 23% 15% Average Number of Days to Work Orders % Time on GIS Specific Projects 52% 53% 55% % Time on GIS Customer Assistance 8% 9% 17% % Time on Training/Conferences 0% 8% 8% % Time on Non-Department Projects 20% 16% 8% % Time on Administrative Overhead 20% 14% 12% 128 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $847,553 $981,852 $1,109,865 Supplies 4,351 7,540 8,624 City Support Services 863,873 922,975 1,128,274 Utility Services 318,226 347,750 342,896 Staff Support 22,059 50,000 87,334 Professional Services 118,813 38,075 25,970 Maintenance Services 9,948 10,000 14,700 Rental/Leasing 3,477 3,650 3,577 Operating Equipment 302,387 269,594 269,325 Capital Outlay 26,889 0 68,050 Total $2,517,577 $2,631,436 $3,058,615 PROGRAM JUSTIFICATION AND ANALYSIS The Information Technology FY 2022-23 Budget increases approximately 16.2% from the FY 2021-2022 year-end estimates. Primary costs changes include a new Public safety technician position, a GIS specialist position, an Eprocurement software, camera replacements, and internet and fiber upgrades. 129 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED INTERNAL SERVICE EXPENDITURES INFORMATION TECHNOLOGY Personnel Services 853-511110 Regular 571,869 624,572 663,284 740,579 853-511120 Overtime 42,071 30,985 42,000 38,173 853-511210 Longevity 9,389 9,835 8,251 9,889 853-511230 Vehicle Allowance - - 810 747 853-511310 FICA - Employer 46,173 50,144 54,647 60,356 853-511350 TMRS - Employer 101,812 108,943 114,402 129,312 853-511410 Health - Employer 75,140 90,770 97,247 129,422 853-511500 Workers Compensation 1,100 1,309 1,211 1,387 847,554 916,558 981,852 1,109,865 Supplies 853-521100 Office Supplies 2,174 5,000 4,000 3,430 853-521300 Motor Vehicle Supplies 365 800 40 539 853-521600 Equip Maint Supplies 1,812 3,500 3,500 4,655 4,351 9,300 7,540 8,624 City Support Services 853-532300 Computer Consulting 8,780 10,000 - 9,800 853-532350 Software Maintenance ---50,000 853-532355 Software Maintenance-Citywide 483,520 510,574 495,000 550,298 853-532360 Software Maintenance-Departments 337,022 475,548 400,000 509,219 853-532400 Computer Fees & Licenses 34,552 27,975 27,975 8,956 863,874 1,024,097 922,975 1,128,273 Utility Services 853-533300 Telephone/Lane Lines 40,258 66,995 60,000 54,194 853-533310 Telephone/Cell Phones 93,249 113,900 100,000 92,153 853-533320 Telephone/Air Cards 92,388 87,100 87,000 82,670 853-533330 Telephone/Internet 91,671 98,470 100,000 112,899 853-533500 Vehicle Fuel 660 1,000 750 980 318,226 367,465 347,750 342,896 Staff Support 853-535100 Uniforms 541 1,500 1,500 1,470 853-535300 Memberships 340 1,250 500 490 853-535500 Training/Travel 21,178 50,950 48,000 85,374 22,059 53,700 50,000 87,334 Professional Services 853-541300 Other Consl/Prof Services 118,813 25,000 25,000 4,900 853-541800 IT Svcs-Web Design/Maint - 13,075 13,075 21,070 118,813 38,075 38,075 25,970 Total Personnel Services Total Supplies Total City Support Services Total Utility Services Total Staff Support Total Professional Services 130 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Maintenance Services 853-551300 Computer Maintenance 9,948 10,000 10,000 14,700 9,948 10,000 10,000 14,700 Rental/Leasing 853-561200 Lease/Purchase Payments 3,477 3,650 3,650 3,577 3,477 3,650 3,650 3,577 Operating Equipment 853-571000 Furniture & Fixtures - 1,200 1,200 1,176 853-571200 Vehicles & Access Under $5000 - - - - 853-571300 Computer & Periphe. < $5000 282,527 235,784 220,784 218,050 853-571401 Communication Equip LESS $5000 19,860 47,610 47,610 36,799 853-571800 Equipment under $5,000 - - - 13,300 302,387 284,594 269,594 269,325 Capital Outlay 853-581200 Vehicles & Access. Over $5,000 26,889 - - - 853-581300 Computer & Peripherals - - - 42,550 853-581800 Equipment - - - 25,500 26,889 - - 68,050 2,517,578 2,707,439 2,631,436 3,058,614 TOTAL INFORMATION TECHNOLOGY Total Maintenance Services Total Operating Equipment Total Capital Outlay Total Rental Leasing 131 of 335 DEPARTMENT: 866 HUMAN RESOURCES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Human Resources Department provides services and support in the areas of recruitment, selection, staffing, benefits administration, labor law compliance, performance management, employee development and relations, health and wellness, and policy administration. GOALS AND OBJECTIVES • Deliver HR services, programs, and communications that add value for our prospective employees and current employees. • Compete for top talent with effective recruitment strategies and an efficient recruitment processes. • Improve employee retention by leading efforts for adoption of strategies which promote a diverse workforce and create a great work climate. • Support the talent development of our employees through professional and career development. • Administer HR policy and programs effectively and efficiently, while maintaining internal customer satisfaction and meeting budget constraints. • Ensure our compensation and performance management processes are designed and executed to align and maximize our people’s performance with the goals of the organization. 132 of 335 ORGANIZATIONAL CHART HUMAN RESOURCES 2020-21 2021-22 2022-23 Director 1 1 1 HR Manger 1 1 1 Senior Generalist 1 1 1 Generalist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 5 5 5 City Manager City Manager Human Resources Purchaseing & Asset Management 133 of 335 PERFORMANCE INDICATORS Workload/Output Measures 2020-21 Actual 2021-22 Estimate 2022-23 Budget Total No. of Employees (Avg.) 430 430 440 # Full Time Employees (Avg.) 395 395 405 Job Announcements Posted 84 115 100 # Applications received 5,288 5,000 5,000 # Full Time Positions Filled 77 90 80 # Part Time Positions Filled 11 12 10 # Total Turnover 88 95 85 # Full Time Turnover 81 81 75 # Part Time Turnover 7 14 10 # Retirements 6 12 10 # FMLA Claims 37 40 40 # General Training Courses 15 15 15 # of tuition reimbursements 24 15 20 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $451,403 $468,079 $510,089 Supplies 1,055 2,200 3,846 Human Services 159,426 154,600 173,558 Operations Support 4,018 3,981 22,390 Staff Support 33,547 36,650 38,367 City Assistance 16,430 20,000 14,700 Professional Services 0 5,000 4,900 Operating Equipment 513 0 490 Total $666,392 $690,511 $768,340 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 11.3% from the FY 2021-22 year-end estimate for wage increases, an increase in expenditures for the remaining employee wellness program initiative funds, and additional funding for recruitment advertisement and incentives. 134 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED INTERNAL SERVICE EXPENDITURES HUMAN RESOURCES Personnel Services 866-511110 Regular 317,331 316,873 313,268 341,027 866-511120 Overtime 139 276 465 299 866-511180 LTD - - - - 866-511210 Longevity 4,851 5,372 4,872 5,482 866-511230 Certificate Allowance 1,820 2,246 3,105 1,743 866-511310 FICA - Employer 24,118 24,828 24,611 26,646 866-511350 TMRS - Employer 53,000 53,170 51,522 57,089 866-511410 Health - Employer 41,257 44,793 50,404 57,183 866-511500 Workers Compensation 430 511 473 620 866-511600 Unemployment Compensation 8,457 20,000 19,359 20,000 451,403 468,069 468,079 510,089 Supplies 866-521000 Operating Supplies 517 2,000 1,500 3,160 866-521100 Office Supplies 537 700 700 686 1,054 2,700 2,200 3,846 Human Services 866-531100 Pre-Employment Check 2,843 2,500 2,500 2,450 866-531150 Interview Expenses - 1,500 1,500 2,450 866-531160 COBRA FSA/HSA Adm Services 6,019 6,000 6,000 5,880 866-531170 Broker Services 81,250 75,000 75,000 73,500 866-531200 Medical Co-Pay 1,646 3,000 3,000 2,940 866-531300 Employee Assistance 9,320 9,600 9,600 9,408 866-531400 Tuition Reimbursement 24,197 18,000 13,000 17,640 866-531500 Employee Wellness Program 20,993 50,000 9,000 40,180 866-531600 Training Classes 13,159 47,800 35,000 19,110 159,427 213,400 154,600 173,558 Total Human Services Total Personnel Services Total Supplies 135 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Operations Support 866-534000 Postage - - - - 866-534100 Advertising 2,631 2,500 1,650 19,450 866-534200 Printing & Binding 1,386 3,000 2,331 2,940 4,017 5,500 3,981 22,390 Staff Support 866-535100 Uniforms 373 500 500 490 866-535210 Employee Recognition 28,417 28,150 28,150 27,587 866-535300 Memberships 2,498 2,500 2,500 2,450 866-535400 Publications - - 2,000 - 866-535500 Training/Travel 2,258 3,000 3,500 7,840 33,546 34,150 36,650 38,367 City Assistance 866-537100 Medical Services 16,430 19,000 20,000 14,700 16,430 19,000 20,000 14,700 Professional Services 866-541300 Other Consul/Prof Service - 5,000 5,000 4,900 - 5,000 5,000 4,900 Operating Equipment 866-571000 Furniture & Fixtures 513 500 - 490 866-571300 Computer & Periphe. < $5,000 - - - - 513 500 - 490 TOTAL HUMAN RESOURCES 666,390 748,319 690,510 768,340 Total Operating Equipment Total City Assistance Total Staff Support Total Operations Support Total Professional Services 136 of 335 DEPARTMENT: 868 FINANCE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Prepare monthly financial reports for the City Manager, City Council and City departments. Process all accounts payable and receivable in a timely manner, prepare 1099s, and prepare monthly bank reconciliations and investments report. Maintain and process payroll for all city employees. Finance handles unclaimed property and their subsequent disbursements to the individuals or the State. Maintain and safeguard the City’s investment portfolio. Manage debt service and fixed assets. Complete the annual budget and facilitate annual audit and Comprehensive Annual Financial Report. The Finance Director also oversees the Utility Billing and Municipal Court Divisions. GOALS AND OBJECTIVES • Hire, train, and retain competent and caring employees. • Maintain financial systems to provide timely and accurate financial information and reports to the City Manager, City Council, other City departments, citizens, and other agencies. • Receive the Government Finance Officers Association Certification of Excellence in Financial Reporting for the 36th consecutive year. • Improve the 5 year budgeting and forecasting plan. • Update long term debt service plan. 137 of 335 ORGANIZATIONAL CHART ACCOUNTING 2020-21 2021-22 2022-23 Finance Director 1 1 1 Assistant Director 1 1 1 Staff Accountant 1 1 1 Financial Analyst 1 1 1 Accountant I 1 1 1 Senior AP Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 7 7 7 City Manager City Manager Finance Billing Office Municipal Court 138 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Accounts payable checks 6,039 6,100 6,200 Number of Purchase Orders Processed 7,322 7,600 7,750 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Certificate of Achievement for Excellence in Financial Reporting, Accumulative 36 37 38 Quarterly Financials completed within 30 days 0 1 4 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $641,054 $673,832 $699,363 Supplies 3,125 2,700 2,646 Staff Support 3,384 3,744 4,263 Professional Services 38,884 44,539 48,216 Operating Equipment 586 250 980 Total $687,033 $725,064 $755,468 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 4.2% from the FY 2021-22 year-end estimate due to citywide wage increases. 139 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED INTERNAL SERVICE EXPENDITURES FINANCE Personnel Services 868-511110 Regular 441,045 445,706 461,834 472,828 868-511120 Overtime 2,965 924 1,500 924 868-511180 LTD - - - - 868-511210 Longevity 10,770 11,994 12,117 12,746 868-511230 Certification Allowance 1,701 2,659 2,430 2,528 868-511310 FICA - Employer 33,586 35,251 36,558 37,369 868-511350 TMRS - Employer 74,547 75,491 76,533 80,063 868-511410 Health - Employer 75,842 83,830 82,190 92,037 868-511500 Workers Compensation 600 724 670 868 641,056 656,579 673,832 699,363 Supplies 868-521000 Operating Supplies 2,142 2,000 2,000 1,960 868-521100 Office Supplies 984 700 700 686 3,126 2,700 2,700 2,646 Staff Support 868-535100 Uniforms 465 354 354 343 868-535300 Memberships 1,240 1,390 1,390 - 868-535500 Training/Travel 1,679 4,966 2,000 3,920 3,384 6,710 3,744 4,263 Professional Services 868-541300 Other Consl/Prof Services 16,349 15,000 20,839 17,640 868-541400 Auditor/Accounting Service 19,500 20,000 20,000 26,950 868-541650 Investment Management Fee 3,035 3,700 3,700 3,626 38,884 38,700 44,539 48,216 Total Personnel Services Total Supplies Total Staff Support Total Maintenance Services 140 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Operating Equipment 868-571000 Furniture & Fixtures 250 280 250 980 868-571200 Office Equipment 336 - - - 868-571300 Computer & Peripherals - - - - 586 280 250 980 TOTAL FINANCE 687,036 704,969 725,065 755,468 Total Operating Equipment 141 of 335 DEPARTMENT: HUMAN RESOURCES DIVISION: 872 PURCHASING & ASSET MANAGEMENT FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Purchasing and Asset Management Department is responsible for managing the Purchasing, Inventory, Property Disposal, Contracts, Grants, Risk Management, and Safety functions for the City. Manages all bids, quotes, contracts and agreements, City purchases, warehouse inventory, City property disposal, auctions, grants, and fleet vehicle registration and titles. The department is also responsible for the City Risk Management and Safety program. Maintains the City Capital and Fixed Assets inventory, property and liability insurance schedules, processes all insurance claims, insurance litigation, and workers compensation, monitors all safety aspects of City functions, schedules employee safety training, evaluates loss runs to identify trends and mitigate risk. GOALS AND OBJECTIVES • Maintain the highest levels of ethical practices for all department functions. • All City departments receive their orders in a timely manner to effectively perform their job functions in an efficient manner. • Procure quality goods and services for all City departments, from appropriate sources, using the most efficient and economical means at the best possible price and make them available at the right place and time. • Use supply contracts and co-ops in order to improve delivery time of particular items and to take advantage of quantity discounts. • Maintain a professional relationship with all City departments and vendors insuring open communication. • Maintain the City Purchasing Manual, combining State and Local Purchasing Legislation. • Program and oversee Purchasing training for employees to ensure compliance with City Policy, State and Local Purchasing Legislation • Manage, review, and track City contracts and agreements. Notify departments when contracts are expiring. 142 of 335 • Manage procedures for Capital and Fixed asset inventory and accountability and conduct physical surveys of City property. • Manage disposal and auction activities for surplus, excess, and damaged City property. • Manage insurance and Workers Compensation claims and accident/incident reports with immediate response. Gather all information for all incidents involving City property regardless of repair costs. Retain claims, reports and litigation according to the Texas State Records Retention Schedules. • Program and oversee safety training for employees to minimize accidents and incidents and mitigate risk. Develop and Maintain the City Safety Policy. ORGANIZATIONAL CHART PURCHASING & ASSET MGMT. 2020-21 2021-22 2022-23 Purchasing Manager 1 1 1 Purchasing Specialist 1 1 1 Risk & Safety Specialist 1 1 1 TOTAL POSITIONS 3 3 3 City Manager Human Resources Purchasing & Asset Management 143 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Bids and Proposals Drafted 44 24 30 Bids and Proposals Responses 127 78 100 Contracts Reviewed 211 90 125 Meetings with Vendors 42 20 30 Research Requests 135 75 100 Workers Comp Claims Processed 84 144 120 Accident and Incident Investigated 309 210 250 Training Classes Held 6 12 12 Vehicles Processed (Titles, Gas Cards, Plates) 422 237 300 Fixed Asset Modifications 350 150 275 GovDeals Items Processed 148 113 125 GovDeals Total Sales $333,459.74 $9110.00 $10,000.00 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $235,535 $272,737 $268,812 Supplies 559 3,400 3,724 City Support Services 378 0 0 Operating Support 3,757 4,303 7,497 Staff Support 4,885 6,835 9,947 City Assistance 1,342 2,145 2,940 Operating Equipment 1,457 600 2,450 Total $247,913 $290,020 $295,370 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 1.8% from the FY 2021-22 year-end estimate due to the salary increase awarded to the Purchasing Manager in 2022 and the rising costs across the board for training, travel, office supplies, and operating supplies. 144 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED INTERNAL SERVICE EXPENDITURES PURCHASING & ASSET MANAGEMENT Personnel Services 872-511110 Regular 171,990 170,604 194,744 188,467 872-511120 Overtime 238 - 200 - 872-511180 LTD - - - - 872-511210 Longevity 4,010 4,418 4,418 4,826 872-511230 Certification Allowance 1,160 2,400 1,215 1,120 872-511310 FICA - Employer 13,557 13,462 15,344 14,857 872-511350 TMRS-Employer 28,970 28,828 32,122 31,831 872-511410 Health-Employer 15,376 17,190 24,438 27,365 872-511500 Workers' Compensation 233 277 256 346 235,534 237,179 272,737 268,812 Supplies 872-521000 Operating Supplies 334 350 350 392 872-521005 Supplies-Inspections - 2,900 2,700 2,940 872-521100 Office Supplies 225 350 350 392 559 3,600 3,400 3,724 City Support Services 872-532350 Software Maintenance 378 500 - - 378 500 - - Operations Support 872-534000 Postage - - - - 872-534100 Advertising 2,273 4,500 2,753 5,880 872-534200 Printing & Binding - - - 49 872-534740 Business Memberships 1,484 1,550 1,550 1,568 3,757 6,050 4,303 7,497 Staff Support 872-535100 Uniforms 232 250 250 294 872-535300 Memberships 1,236 1,235 1,235 1,421 872-535500 Training/Travel 3,417 6,000 5,200 7,840 872-535510 Meeting Expenses - 300 150 392 4,885 7,785 6,835 9,947 Total Personnel Services Total Operations Support Total Staff Support Total Supplies Total City Support Services 145 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED City Assistance 872-537100 Medical Services 1,342 2,000 2,145 2,940 1,342 2,000 2,145 2,940 Operating Equipment 872-571000 Furniture & Fixtures 478 600 600 1,960 872-571300 Computer & Periphe. < $5,000 - - - 490 872-571500 Operating Equipment 979 - - - 1,457 600 600 2,450 TOTAL PURCHASING & ASSET MGT 247,912 257,714 290,020 295,370 Total Operating Equipment Total City Assistance 146 of 335 DEPARTMENT: PUBLIC WORKS DIVISION: 877 FLEET SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Fleet Services provides maintenance, repair, upgrade and outfitting services for all City owned vehicles and equipment totaling nearly 400 units. The list of services includes P.M. services, fluid and filter changes, state inspections, tire services, troubleshooting, diagnosis, and repair of mechanical and electrical systems. Fleet Services also maintains motor pool services, vehicle and equipment replacement schedules, spec'ing and standardization throughout the fleet. GOALS AND OBJECTIVES • Maintain and repair vehicles and equipment to increase their lifespan. • Optimize fleet availability with minimal turn-around times. • Develop and implement fleet utilization guidelines and procedures. • Maintain and improve vehicle and equipment safety ORGANIZATIONAL CHART City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance 147 of 335 FLEET MAINTENANCE 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Administrative Assistant 1 1 1 Fleet Manager 1 1 1 Fleet Crew Supervisor 1 1 1 Mechanic 4 4 4 Parts/Lube Tech 0 0 1 TOTAL POSITIONS 9 9 10 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Work Orders: -Police Department vehicles and equipment 471 450 460 -EMS vehicles and equipment 449 425 430 -Streets vehicles and equipment 213 200 210 -Administration vehicles 5 8 0 -Animal Control vehicles 46 35 40 -Facilities Services vehicles 67 80 75 -Fire vehicles and equipment 247 215 230 -Fleet Service vehicles 19 25 25 -I.T 8 15 10 -Inspection vehicles 0 0 0 -Marshal Service vehicles 0 0 0 -Parks vehicles and equipment 164 120 135 -Water & Sewer vehicles and equipment 237 185 190 -Utility Billing vehicles 28 40 20 -Drainage vehicles and equipment 183 205 195 -Economic Development vehicles 4 7 10 Engineering vehicles 28 25 25 -Purchasing vehicles 2 2 2 -Operations (non-asset specific) 16 15 10 -Motor Pool vehicles 75 80 65 Work Orders(in-house) Work Orders(outside vendors) Total Work Orders Issued 148 of 335 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Hours Worked Public Safety 2369.80 2300 2500 Public Works 1458.3 2000 2200 Administration Vehicles 4.25 5 5 Facilities Services Vehicles 64 70 65 Fleet Service Vehicles 30.50 35 30 I.T 12.10 10 10 Inspections vehicles 0 0 0 Parks vehicles and equipment 153 165 170 Economic Development vehicles 4 5 5 Engineering vehicles 44.95 50 55 Purchasing vehicles 9 7 7 Motor Pool vehicles 54.30 70 65 Fleet Operations 220 220 220 Total Hours Worked 4424.2 4937 5332 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget % of all vehicles and equipment issues resolved without recall 97% 97% 98% Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $532,884 $534,332 $681,919 Supplies 166,116 202,700 211,680 City Support Services 2,497 5,000 13,720 Utility Services 8,518 8,000 11,760 Operations Support 0 20,000 0 Staff Support 16,358 33,000 37,240 Maintenance Services 232,179 235,000 227,360 Operating Equipment 39,249 14,000 13,720 Capital Outlay 27,675 221,000 46,875 Total 1,025,476 $1,273,032 $1,244,274 149 of 335 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 2.3% from the FY 2021-22 year end estimate. Wage increases, a new parts clerk/lube technician position, and updgraded software will be offset by less vehicle replacements in 2022-23. 150 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED INTERNAL SERVICE EXPENDITURES FLEET SERVICE Personnel Services 877-511110 Regular 364,668 373,646 355,944 440,662 877-511120 Overtime 10,638 14,181 11,000 17,545 877-511180 LTD - - - - 877-511210 Longevity 3,134 3,579 2,649 3,597 877-511230 Certificate Allowance 1,110 1,123 1,890 622 877-511310 FICA - Employer 28,246 30,018 28,418 35,364 877-511350 TMRS - Employer 59,568 64,283 59,493 75,767 877-511410 Health - Employer 61,064 68,254 69,966 100,907 877-511500 Workers Compensation 4,458 5,374 4,972 7,455 532,886 560,458 534,332 681,919 Supplies 877-521000 Operating Supplies 3,480 9,500 10,000 11,760 877-521005 Supplies - Inspection Stickers 2,409 - - - 877-521100 Office Supplies 556 700 700 490 877-521200 Medical/Chemical Supplies 14,304 20,100 10,000 17,640 877-521300 Motor Veh. Supplies 144,427 203,078 180,000 179,340 877-521600 Equip Maint Supplies 939 1,500 2,000 2,450 166,115 234,878 202,700 211,680 City Support Services 877-532400 Computer Fees & Licenses 2,497 4,700 5,000 13,720 2,497 4,700 5,000 13,720 Utility Services 877-533500 Vehicle Fuel 8,518 11,500 8,000 11,760 8,518 11,500 8,000 11,760 Operations Support 877-534200 Printing & Binding - - 20,000 - - - 20,000 - Total Personnel Services Total Supplies Total Utility Services Total Operations Support Total City Support Services 151 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Staff Support 877-535100 Uniforms 3,572 5,000 8,000 7,840 877-535200 Annual Awards - 500 1,000 - 877-535500 Training/Travel 12,069 24,000 24,000 29,400 877-535510 Meeting Expenses 717 17 - - 16,358 29,517 33,000 37,240 Maintenance Services 877-551000 Outside Fleet Repair 189,071 185,959 170,000 166,600 877-551050 Outside Collision Repair 30,972 33,953 37,000 33,320 877-551100 Building Maintenance - - - - 877-551400 Minor & Other Equip Maint - - - - 877-551800 Other Maintenance Agreements 12,136 28,000 28,000 27,440 232,179 247,912 235,000 227,360 Operating Equipment 877-571200 Vehicles & Access. Under $5,000 11,221 10,800 4,000 3,920 877-571500 Operating Equipment 28,028 10,688 10,000 9,800 Total Operating Equipment 39,249 21,488 14,000 13,720 Capital Outlay 877-581200 Vehicles & Access. Over $5,000 21,325 107,541 131,100 46,875 877-581500 Equipment Over $5,000 6,350 88,117 89,900 - Total Capital Outlay 27,675 195,658 221,000 46,875 TOTAL FLEET SERVICE 1,025,477 1,306,111 1,273,032 1,244,274 Total Staff Support Total Maintenance Services 152 of 335 DEPARTMENT: PUBLIC WORKS DIVISION: 878 Facility Services FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Facility Services supports and maintains 27 City facilities totaling 301.656 square feet. The City buildings include City Hall, Administration Building, Police, Emergency Services Buildings, Community Center Central, Community Center North, City Council Chambers, Civic Center, Public Library, Visitor Center (Kramer House), YMCA, Senior Center, Purchasing building, Public Works facility, Animal Control, Aquatic Center, various offices, meeting/training rooms, and storage areas. In addition, Facility Services provides set up for events such as Parks Events (Jubilee, Christmas Tree lighting, parades), Employee Memorial Ceremony, City Council, Planning and Zoning, various Boards and Commissions, Department meetings, Municipal Court, training seminars, elections, groundbreaking ceremonies, and other special events. GOALS AND OBJECTIVES • Deliver exceptional customer services. • Provide preventative maintenance to extend the life of facilities. • Maintain safe and clean facilities. 153 of 335 ORGANIZATION CHART FACILITY SERVICES 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Facility Services Manager 0 1 1 Assistant Facility Services Manager 1 1 1 Facility Services Supervisor 1 0 0 Facilities Leader 0 1 1 Facilities Technician 4 1 1 Grounds Maintenance Technician 1 1 1 HVAC Technician 1 1 1 HVAC Apprentice 1 1 1 Master Electrician 1 1 1 Electric Apprentice 0 1 1 Plumber 0 1 1 Plumber Apprentice 0 1 1 TOTAL POSITIONS 12 13 13 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance 154 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Square footage maintained 301,656 301,656 301,656 City Buildings Maintained 27 27 27 Completed work orders 238 1560 1800 Internal Pest Control Services 22 35 41 Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Electrical Repairs 22 154 178 Plumbing Repairs 31 165 190 HVAC Repairs 27 93 107 Carpentry 17 161 188 Misc. / other 119 952 1095 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $767,106 $782,826 $879,776 Supplies 57,240 158,750 158,785 City Support Services 355 0 0 Utility Services 185,012 173,000 189,140 Staff Support 11,542 18,400 18,620 Professional Services 94,954 190,000 193,904 Maintenance Services 517,295 683,000 419,440 Rental Equipment 0 500 490 Operating Equipment 2,861 3,500 3,920 Capital Outlay 27,266 26,033 92,500 Total $1,663,632 $2,036,009 $1,956,575 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 3.9% from the FY 2021-22 year-end estimates. Wage increases and vehicle replacements are offset by a lower budget for maintenance services. 155 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED INTERNAL SERVICE EXPENDITURES FACILITY SERVICES Personnel Services 878-511110 Regular 493,589 501,293 495,251 532,758 878-511120 Overtime 12,605 26,336 11,000 26,996 878-511180 LTD - - - - 878-511210 Longevity 14,169 15,444 14,425 12,025 878-511230 Certification Allowance 854 2,048 2,538 3,753 878-511310 FICA - Employer 36,489 40,252 40,026 44,028 878-511350 TMRS - Employer 84,631 89,184 83,793 94,330 878-511410 Health - Employer 117,259 138,542 127,861 153,397 878-511500 Workers Compensation 7,510 8,573 7,932 12,489 767,106 821,672 782,826 879,776 Supplies 878-521000 Operating Supplies 53,044 103,342 128,000 124,240 878-521100 Office Supplies 212 1,500 750 735 878-521200 Medical/Chemical Supplies 3,466 13,000 10,000 12,740 878-521300 Motor Veh. Supplies - 500 500 - 878-521315 Landscaping Supplies-Campus - 15,000 18,000 19,600 878-521600 Equip Maint Supplies 519 1,500 1,500 1,470 57,241 134,842 158,750 158,785 City Support Services 878-532400 Computer Fees & Licenses 355 5,000 - - 355 5,000 - - Utility Services 878-533100 Gas Utility Service 4,827 5,000 10,000 9,800 878-533200 Electric Utility Service 119,019 118,000 100,000 115,640 878-533310 Telephone/Cell Phones - - - - 878-533410 Water Utility Service 52,465 55,000 50,000 53,900 878-533500 Vehicle Fuel 8,700 13,000 13,000 9,800 185,011 191,000 173,000 189,140 Total Personnel Services Total Supplies Total Utility Services Total City Support Services 156 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Staff Support 878-535100 Uniforms 4,818 7,000 5,000 4,900 878-535200 Annual Awards - 6,400 6,400 7,840 878-535300 Memberships 156 - - - 878-535500 Training/Travel 5,500 6,000 5,500 5,880 878-535510 Meeting Expenses 1,067 1,500 1,500 - 11,541 20,900 18,400 18,620 Professional Services 878-541300 Prof Services/Consulting - - - - 878-541310 Contractual Services 94,954 160,000 190,000 193,904 94,954 160,000 190,000 193,904 Maintenance Services 878-551100 Building Maintenance 487,370 577,000 650,000 387,100 878-551400 Minor & Other Equip Maintenance - - - - 878-551800 Other Maint Agreement 29,925 38,800 33,000 32,340 517,295 615,800 683,000 419,440 Rental-ROW 878-561100 Rental Equipment - 500 500 490 - 500 500 490 Operating Equipment 878-571200 Vehicles & Accessories < $5,000 - - - - 878-571600 Police/Fire/Medical Equipment - 5,000 2,500 3,430 878-571800 Equipment Under $5,000 2,861 1,000 1,000 490 Total Operating Equipment 2,861 6,000 3,500 3,920 Capital Outlay 878-581200 Vehicles & Accessories > $5,000 27,266 32,000 26,033 92,500 878-581800 Equipment > $5,000 - 10,625 - - Total Capital Outlay 27,266 42,625 26,033 92,500 TOTAL FACILITY SERVICES 1,663,630 1,998,339 2,036,009 1,956,575 Total Professional Services Total Maintenance Services Total Rental-ROW Total Staff Support 157 of 335 DEPARTMENT: 901 CITY ASSISTANCE FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION The Senior Center is supported by contracting with the YMCA for programing and a vendor to support the meal program. The Senior Center provides a social environment for the local area seniors and a hot meal for them to enjoy. The Patient Assistance program is an Interlocal Agreement between the City of Schertz and Guadalupe Valley Hospital. The Hospital agrees to provide prescription medication free of charge or at a low cost to citizens of Schertz who qualify for assistance under established guidelines. The Hospital agrees to maintain a part-time intake and information office in Schertz. Prescriptions will be filled and administered at the Hospital’s Seguin facility. The City agrees to pay the hospital an agreed upon amount under the yearly contract. The Hospital agrees to provide written reports to the City and to provide the City with the complete budget for the Hospital’s drug program. This contract is for $5,000. The City of Schertz also provides assistance to the Guadalupe Children’s Advocacy Center. The Center provides a warm, homelike environment for children who visit to be interviewed about physical or sexual abuse. The Children’s Advocacy Center’s primary emphasis is placed on the well-being of the child to prevent further trauma. This agreement is for $5,000 Transportation Assistance is provided through Alamo Regional Transit for senior citizens. Starting in 2016-17 the City has entered into a support agreement with the Schertz Housing Authority to provide assistance in their mission of helping those in need find suitable living spaces. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget City Assistance $290,617 $307,666 $326,013 Operating Equipment 0 10,000 9,800 Total $290,617 $317,666 $335,813 PROGRAM JUSTIFICATION & ANALYSIS The FY 2022-23 Budget will increase 5.7% from the FY 2021-22 year end estimate for the Senior Citizens meal program. 158 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED MISCELLANEOUS EXPENDITURES CITY ASSISTANCE City Assistance 901-537300 Patient Assistance 5,000 5,000 5,000 4,900 901-537400 Transportation Assistance 42,666 42,666 42,666 41,813 901-537500 Children's Advocacy Assistance 5,000 5,000 5,000 4,900 901-537600 Schertz Housing Authority 5,000 5,000 5,000 4,900 901-537700 Senior Citizen Program 232,951 275,000 250,000 269,500 290,617 332,666 307,666 326,013 Operating Equipment 901-571600 Donation- Expense Sr. Center - 10,000 10,000 9,800 - 10,000 10,000 9,800 TOTAL CITY ASSISTANCE 290,617 342,666 317,666 335,813 Total City Assistance Total Operating Equipment 159 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED MISCELLANEOUS EXPENDITURES PROJECTS Utility Services 901-533200 Electric Utility Service - - - - Fund Charges/Transfers 900-548401 Transfer Out-Bond Fund 1,732,707 - - - 900-548404 Transfer out-Capital Projects 581,300 1,645,112 1,645,112 850,000 902-548202 Transfer out-Water&Sewer - 285,000 285,000 - 2,314,007 1,930,112 1,930,112 850,000 TOTAL PROJECTS 2,314,007 1,930,112 1,930,112 850,000 Total Utility Services Total Fund Charges/Transfers 160 of 335 DEPARTMENT: 910 COURT RESTRICTED FUNDS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The court security fee and court technology fees are revenues that are restricted on use. The court technology must only be spent to purchase new or replacement devices to improve or maintain the efficiency of the Municipal Court. Approved purchases are computers, servers where court files are stored and computerized ticket writers. The court security fee can only be used to add or enhance security measure to the court room for the safety of staff and citizens. Currently the security fee will be used to offset a Deputy Marshal position which provides security for the Court. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Operating Equipment $11,770 $19,452 $12,740 Total $11,770 $19,452 $12,740 PROGRAM JUSTIFICAITON & ANALYSIS The FY 2022-23 Budget will decrease 34.5% from the FY 2021-22 estimate to match the projected revenue for 22-23. 161 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 101 GENERAL FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED MISCELLANEOUS EXPENDITURES COURT RESTRICTED FUNDS Operating Equipment 910-571600 Court Technology 11,770 19,452 19,452 12,740 11,770 19,452 19,452 12,740 TOTAL COURT RESTRICTED FUNDS 11,770 19,452 19,452 12,740 Total Operating Equipment 162 of 335 FUND: 505 INTEREST & SINKING FUND DESCRIPTION This fund is used to account for the accumulation of resources for and the payment of general long term debt principal and interest on city debt. The Interest & Sinking portion of the property taxes are directly deposited by the County Tax Assessor’s Office into this fund. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Taxes $7,102,016 $7,329,862 $7,696,355 Fund Transfers 7,915 2,737 814,143 Miscellaneous 126,592 136,118 175,750 Total $7,236,523 $7,468,717 $8,686,248 Expenses Professional Service $178,600 $84,000 84,000 Debt Service 6,756,465 6,502,457 8,602,248 Total $6,935,065 $6,586,457 $8,686,248 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenues for FY 2022-23 increase 16.3% from the FY 2021-22 estimate with higher property values. Expenses: The FY 2022-23 Budget will increase 31.9% from the FY 2021-22 year end estimate with the addition of new debt issuances. 163 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 505 TAX INTEREST & SINKING FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED FINANCIAL SUMMARY Revenue Summary Taxes 7,102,016 7,329,862 7,329,862 7,696,355 Fund Transfers 7,915 - 2,737 814,143 Miscellaneous 126,592 105,000 136,118 175,750 TOTAL REVENUES 7,236,523 7,434,862 7,468,717 8,686,248 Expenditure Summary General Government Non Departmental 6,935,065 6,676,915 6,586,457 8,686,248 TOTAL EXPENDITURES 6,935,065 6,676,915 6,586,457 8,686,248 OVER/UNDER 301,458 757,947 882,260 - FUNDING FROM RESERVES - - - (814,143) BEGINNING FUND BALANCE 484,460 785,918 785,918 1,668,178 ENDING FUND BALANCE 785,918 1,543,865 1,668,178 854,035 164 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 505 TAX INTEREST & SINKING FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Taxes 000-411900 Property Tax Revenue 7,102,016 7,329,862 7,329,862 7,696,355 Total Taxes 7,102,016 7,329,862 7,329,862 7,696,355 Fund Transfers 000-481000 Transfer IN - Reserves - - - 814,143 000-486100 Transfer In 6,585 - - - 000-486401 Transfer In - Bond Projects 1,330 - 2,737 - Total Fund Transfers 7,915 - 2,737 814,143 Miscellaneous 000-491000 Interest Earned 277 1,000 500 750 000-491200 Investment Income 1,315 4,000 30,000 75,000 000-495020 Contribution From YMCA 125,000 100,000 100,000 100,000 000-497000 Misc Income - - - - 000-498000 Proceeds From Refunding Debt - - 5,618 - Total Miscellaneous 126,592 105,000 136,118 175,750 TOTAL REVENUES 7,236,523 7,434,862 7,468,717 8,686,248 165 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 505 TAX INTEREST & SINKING FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT EXPENDITURES Professional Services 101-541500 Paying Agent 3,800 5,000 4,000 4,000 101-541502 Cost of Bond Issuance 174,800 45,000 80,000 80,000 Total Professional Services 178,600 50,000 84,000 84,000 Debt Service 101-555629 Bond-GO 2007 Principal 325,000 340,000 340,000 355,000 101-555629.1 Bond-GO 2007 Interest 98,579 85,267 85,267 71,123 101-555633 Bond-GO SR2011 Principal 270,000 - - - 101-555633.1 Bond-GO SR2011 Interest 6,750 - - - 101-555634 Bond-GO 2011A Refund-Principal 485,000 - - - 101-555634.1 Bond-GO 2011A Refund-Interest 5,462 - - - 101-555635 Bond-GO 2012 - Principal 365,000 375,000 375,000 - 101-555635.1 Bond-GO 2012 - Interest 138,370 128,677 4,219 - 101-555638 Bond-GO 2014 Refund-Principal 100,000 750,000 750,000 775,000 101-555638.1 Bond-GO 2014 Refund-Interest 280,775 268,025 268,025 245,150 101-555639 Tax Note - SR2015 - Principal 40,000 - - - 101-555639.1 Tax Note - SR2015 - Interest 694 - - - 101-555640 Bond-Ref 2015 Bond-Principal 690,000 - - - 101-555640.1 Bond-GO Ref 2015-Interest 47,400 37,050 37,050 37,050 101-555641 Tax Note - SR2015A-Principal 150,000 155,000 155,000 - 101-555641.1 Tax Note - SR2015A - Interest 4,697 2,387 2,387 - 101-555642 Bond-GO SR2016-Principal 235,000 245,000 245,000 255,000 101-555642.1 Bond-GO SR2016-Interest 141,206 131,607 131,607 121,606 101-555643 Bond-TaxableB CO SR2016-Princi 60,000 60,000 60,000 65,000 101-555643.1 Bond-Taxable CO SR2016-Interes 42,063 40,263 40,263 38,388 101-555644 Bond-NonTaxA CO SR2016-Princip 190,000 195,000 195,000 205,000 101-555644.1 Bond-NonTax CO SR2016-Interest 48,169 40,469 40,469 32,469 101-555645 Bond-CO SR2017-Principal 295,000 420,000 420,000 315,000 101-555645.1 Bond-CO SR2017 - Interest 121,700 114,425 114,425 103,400 101-555646 Bond-GO SR2017 - Principal 160,000 165,000 165,000 170,000 101-555646.1 Bond-GO SR2017 - Interest 104,925 100,050 100,050 95,025 101-555647 Bond-GO 2018 Refund- Principal 570,000 585,000 585,000 595,000 101-555647.1 Bond-GO 2018 Refund - Interest 98,368 86,125 86,125 73,617 101-555648 Bond-CO SR2018 - Principal 235,000 245,000 245,000 260,000 101-555648.1 Bond-CO 2018 - Interest 175,888 163,888 163,888 151,263 166 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 505 TAX INTEREST & SINKING FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED 101-555649 Bond-GO 2018 Ref - Principal 530,000 185,000 185,000 205,000 101-555649.1 Bond-GO 2018 Ref - Interest 199,694 181,819 181,819 172,069 101-555650 Bond-CO 2019-Principal 255,000 265,000 265,000 275,000 101-555650.1 Bond-CO 2019-Interest 122,700 114,900 114,900 106,800 101-555651 Bond-GO 2020-Principal - 935,000 935,000 960,000 101-555651.1 Bond-GO 2020-Interest 164,027 211,963 211,963 174,063 101-555652 Bond-GO 2021 Ref - Principal - - - 350,000 101-555652.1 Bond-GO 2021 Ref - Interest - - - 124,800 101-555653 Bond-CO 2022 - Principal - - - 175,000 101-555653.1 Bond-CO 2022 - Interest - - - 166,525 101-555654 Bond-CO 2022A - Principal - - - 595,000 101-555654.1 Bond-CO 2022A - Interest - - - 101-555655 Bond-GO 2022 - Principal - - - 1,333,900 101-555655.1 Bond-GO 2022 - Interest - - - 101-555800 Bond Premium - - - - 101-555900 Debt Service - - - - Total Debt Service 6,756,467 6,626,915 6,502,457 8,602,248 TOTAL INTEREST & SINKING 6,935,067 6,676,915 6,586,457 8,686,248 OVER/UNDER 301,458 757,947 882,260 - FUNDING FROM RESERVES - - - (814,143) BEGINNING FUND BALANCE 484,460 785,918 785,918 1,668,178 ENDING FUND BALANCE 785,918 1,543,865 1,668,178 854,035 167 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Sale of Water 12,600,000$ Garbage Collection 5,300,000 Sewer Charges 8,800,000 Other Fees & Charges 787,000 Miscellaneous Income 998,858 TOTAL 28,485,858$ Water & Sewer - Revenues Sale of Water 44.9% Garbage Collection 18.9% Sewer Charges 31.3% Other Fees & Charges 2.8% Miscellaneous Income 2.1% Water & Sewer Fund -Revenue 168 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Personnel 2,596,380$ Supplies 273,391 Professional & City Services 753,100 Utility & Maintenance Services 13,258,175 Operation Support & Services 7,176,918 Capital Expense 269,000 Debt Service 2,499,777 TOTAL 26,826,741$ Water & Sewer Expenditures Personnel 9.8% Supplies 1.0% Professional & City Services 2.8% Utility & Maintenance Services 49.9% Operation Support & Services 27.0% Debt Service 9.4% Water & Sewer -Expenditures 169 of 335 FUND: 202 WATER & SEWER DESCRIPTION The Water & Sewer Fund tracks revenue and expenses for the City’s water, sewer, and solid waste functions and is managed by the Public Works Department. Staff is responsible for the planning, operation, and maintenance of the water and wastewater service and infrastructure. This includes the water distribution system, wastewater collection system, and utility billing office. The City’s wholesaler for water production and transport is the Schertz-Seguin Local Government Corporation. Wastewater treatment is handled by the Cibolo Creek Municipal Authority. Garbage collection is handled by Republic Services. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenues Franchises $296,913 $400,000 $400,000 Fees 25,922,940 27,455,000 27,487,000 Fund Transfers 171,404 435,000 150,000 Miscellaneous 5,616,906 373,236 448,858 Total $32,008,163 $28,663,236 $28,485,858 Expenses Non-Departmental $2,405,230 $0 $0 Business Office 1,088,932 1,214,937 1,281,787 W&S Administration 27,262,779 24,320,087 25,544,954 Projects 0 570,000 0 Total $30,756,941 $26,105,024 $26,826,741 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are expected to decrease 0.6% from the FY 2021-22 year-end estimate increase is fees are offset by lower fund transfers. Expenses: The FY 2022-23 Budget increases 2.9% from the FY 2021-22 year- end estimates. 170 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Revenue Summary Franchises 296,913 304,487 400,000 400,000 Permits - - - - Fees 25,922,940 27,485,000 27,455,000 27,487,000 Fund Transfers 171,404 526,000 435,000 150,000 Miscellaneous 5,616,906 443,236 373,236 448,858 TOTAL REVENUES 32,008,163 28,758,723 28,663,236 28,485,858 Expenditure Summary GENERAL GOVERNMENT NON DEPARTMENTAL 2,405,230 - - - BUSINESS OFFICE 1,088,932 1,247,318 1,214,937 1,281,787 TOTAL GENERAL GOVERNMENT 3,494,162 1,247,318 1,214,937 1,281,787 PUBLIC WORKS W & S ADMINISTRATION 27,262,779 24,104,044 24,320,087 25,544,954 TOTAL PUBLIC WORKS 27,262,779 24,104,044 24,320,087 25,544,954 MISC & PROJECTS PROJECTS - 570,000 570,000 - TOTAL MISC & PROJECTS - 570,000 570,000 - TOTAL EXPENDITURES 30,756,941 25,921,362 26,105,024 26,826,741 OVER/UNDER 1,251,222 2,837,361 2,558,212 1,659,117 FUNDING FROM RESERVES - (91,000) - - BEGINNING FUND EQUITY 16,379,451 17,630,673 17,630,673 20,188,885 ENDING FUND EQUITY 17,630,673 20,377,034 20,188,885 21,848,002 171 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Franchises 000-421490 Tower Leasing 296,913 304,487 400,000 400,000 Total Franchises 296,913 304,487 400,000 400,000 Permits 000-436010 Network Nodes - - - - Total Permits - - - - Fees 000-455200 Garbage Collection Fee 5,157,312 5,300,000 5,340,000 5,300,000 000-455600 Fire Line Fees - - - 22,000 000-455700 Recycle Fee Revenue 333,131 345,000 345,000 340,000 000-455800 W&S Line Constructn Reimbur 26,565 25,000 25,000 25,000 000-457100 Sale of Water 11,566,510 12,600,000 12,600,000 12,600,000 000-457110 Edwards Water Lease 26,700 40,000 - 40,000 000-457120 Water Transfer Charge-Selma 13,882 30,000 - 15,000 000-457200 Sale of Meters 95,185 120,000 90,000 100,000 000-457400 Sewer Charges 8,608,375 8,770,000 8,800,000 8,800,000 000-457500 Water Penalties 52,254 250,000 250,000 240,000 000-458110 Sale of Merchandise - GovDeals 41,000 2,500 2,500 2,500 000-459200 NSF Check Fee-Water&Sewer 2,025 2,500 2,500 2,500 Total Fees 25,922,939 27,485,000 27,455,000 27,487,000 Fund Transfers 000-486000 Transfer In - Reserves - 91,000 - - 000-486101 Transfer In-General Fund - 285,000 285,000 - 000-486204 Interfnd Chrg-Drainage Billing 146,400 150,000 150,000 150,000 000-486406 Transfer In-Pblc Imprvmnt 25,004 - - - Total Fund Transfers 171,404 526,000 435,000 150,000 172 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Miscellaneous 000-490000 Misc Charges 15,964 10,500 10,500 10,500 000-491000 Interest Earned 8,479 20,000 12,000 25,000 000-491200 Investment Income 30,912 90,000 35,000 100,000 000-495013 Capital Contribution-W&S 5,243,820 - - - 000-497000 Misc Income-W&S 66,295 25,000 18,000 18,000 000-498110 Salary Reimb-SSLGC 251,437 297,736 297,736 295,358 Total Miscellaneous 5,616,907 443,236 373,236 448,858 TOTAL REVENUES 32,008,163 28,758,723 28,663,236 28,485,858 173 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT NON DEPARTMENTAL Fund Charges/Transfers 101-548406 Transfer To Public Impr.1,805,230 - - - 101-548406.1 Transfer Out- Water/Sewer Prj 600,000 - - - Total Fund Charges/Transfers 2,405,230 - - - Other Financing Sources 101-556000 Issuance Costs - - - - Total Other Financing Sources - - - - TOTAL NON DEPARTMENTAL 2,405,230 - - - 174 of 335 DEPARTMENT: FINANCE DIVISION: 176 WATER AND SEWER UTILITY BILLING FUND: 202 WATER AND SEWER DEPARTMENT DESCRIPTION Read meters for calculating usage. Prepare all utility bills for mailing. Collect utility payments and post to customer’s account. Set up new customer accounts. Conduct sewer averaging annually. Collect payments for other departments. Collect debt for various departments. Solve complaints in timely and fair manner. Collect payments for other utilities and service providers. Take care of meter box maintenance. GOALS AND OBJECTIVES • Continue to provide friendly and efficient services to our customers. • To encourage and educate our customers to use delivery of e-mail statements. • To encourage and educate our customers to pay their utility bill by using the City’s automatic draft payments services, online web payments, and e- services through their financial institution. • To read water meters in a safe, reliable, and efficient manner • Provide accurate and expedited utility billing statements 175 of 335 ORGANIZATIONAL CHART UTILITY BILLING 2020-21 2021-22 2022-23 Utility Billing Manager 1 1 1 Utility Billing Asst. Manager 1 1 1 Utility Billing Clerk II 2 0 0 Utility Billing Clerk 2 4 5 Meter Tech 2 3 2 Meter Tech II 1 0 0 TOTAL POSITIONS 9 9 9 City Manager City Manager Finance Utility Billing Municipal Court 176 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel Services $504,675 $538,555 $568,896 Supplies 146,984 182,100 210,391 City Support Services 33,151 37,262 70,000 Utility Services 10,787 9,800 11,500 Operations Support 112,212 118,500 120,000 Staff Support 3,230 6,400 8,700 Professional Services 272,853 259,000 273,000 Maintenance Services 5,040 5,040 18,700 Operating Equipment 0 0 600 Capital Outlay 0 58,280 0 Total $1,088,932 $1,214,937 $1,281,787 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 5.5% from the FY 2021-22 year-end estimate for wage increases, increased charges for credit card processing fees and a customer text notification software. 177 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT BUSINESS OFFICE Personnel Services 176-511110 Regular 328,735 346,860 350,017 364,889 176-511120 Overtime 5,411 7,451 7,000 7,078 176-511180 LTD - - - - 176-511210 Longevity 6,226 7,384 7,514 6,450 176-511230 Certification Allowance 1,521 1,170 3,621 3,150 176-511310 FICA - Employer 24,724 27,670 28,164 29,190 176-511350 TMRS-Employer 55,330 59,255 58,960 62,539 176-511410 Health-Employer 80,873 95,326 81,186 93,574 176-511500 Workers' Compensation 1,856 2,262 2,093 2,026 Total Personnel Services 504,676 547,378 538,555 568,896 Supplies 176-521000 Operating Supplies 1,737 3,000 - 291 176-521100 Office Supplies 1,659 2,100 2,100 2,100 176-521405 Water Meters-New 143,588 180,000 180,000 208,000 Total Supplies 146,984 185,100 182,100 210,391 City Support Services 176-532355 Software Maintenance - 65,000 36,065 65,000 176-532400 Computer Fees & Licenses 33,151 - - - 176-532900 Contingencies - 3,500 1,197 5,000 Total City Support Services 33,151 68,500 37,262 70,000 Utility Services 176-533310 Telephone/Cell Phone 1,732 2,400 1,800 1,500 176-533500 Vehicle Fuel 9,055 7,000 8,000 10,000 Total Utility Services 10,787 9,400 9,800 11,500 Operations Support 176-534000 Postage 84,973 74,500 90,000 95,000 176-534200 Printing & Binding 21,078 18,000 22,000 25,000 176-534300 Copy Services 6,161 10,000 6,500 - Total Operations Support 112,212 102,500 118,500 120,000 178 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Staff Support 176-535100 Uniforms 2,163 2,300 2,300 3,200 176-535200 Awards 108 200 200 1,000 176-535300 Memberships - 100 100 500 176-535500 Training/Travel 763 3,500 3,500 3,500 176-535510 Meeting Expense 195 300 300 500 Total Staff Support 3,229 6,400 6,400 8,700 Professional Services 176-541800 Credit Card Fees 268,102 256,000 256,000 270,000 176-541810 Credit Card Fees- AMEX 4,751 3,000 3,000 3,000 Total Professional Services 272,853 259,000 259,000 273,000 Maintenance Services 176-551800 Other Maintenance Services 5,040 5,040 5,040 18,700 Total Maintenance Services 5,040 5,040 5,040 18,700 Operating Equipment 176-571000 Furniture & Fixtures - - - 600 Total Operating Equipment - - - 600 Capital Outlay 176-581200 Vehicles & Access. Over $5,000 - 64,000 58,280 - Total Capital Equipment - 64,000 58,280 - TOTAL BUSINESS OFFICE 1,088,932 1,247,318 1,214,937 1,281,787 179 of 335 DEPARTMENT: PUBLIC WORKS DIVISION: 575 WATER & SEWER ADMINISTRATION FUND: 202 WATER AND SEWER DEPARTMENT DESCRIPTION The Water and Wastewater division of Public Works provides reliable water and wastewater services to all Schertz residents through maintenance, repair, strategic planning, inspection of new infrastructure, and the expansion of water and wastewater services. As part of this division’s service to the community, the employees offer excellent customer service, participate in community events, provide a weekly chipping service, meet with developers and utility providers, review plat and subdivision plans, as well as review water and wastewater construction plans. In addition, the Water and Wastewater division oversees the drought and water conservation plans/ordinance, provides letters of availability and Certificates of Convenience and Necessity, assists other departments, and conducts department training, education, and planning. GOALS AND OBJECTIVES • Provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations. • Ensure an adequate future water supply. • Empower personnel to strengthen ability to respond promptly to daily and emergency events. • Emphasize safety to reduce preventable accidents. • Deliver quality services and providing accurate and timely responses to customer requests. 180 of 335 ORGANIZATION CHART WATER & SEWER ADMINISTRATION 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Water & Sewer Manager 1 1 1 Customer Relations Representative 1 1 1 SCADA Technician 0 1 1 Schertz-Seguin Local Government Corp Gen Mgr 1 1 1 Schertz-Seguin Local Government Corp Assistant Gen Mgr 1 1 1 Water & Sewer Superintendent 1 1 1 Water & Sewer Supervisor 1 1 2 Service Worker II 5 5 5 Service Worker I 10 10 10 TOTAL POSITIONS 23 24 25 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facilities Maintenance 181 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Water Accounts 16734 17235 17335 Miles of Water Main 230 234 240 Miles of Sewer Main 118 175 200 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Gallons Pumped (Edwards), acre feet 52 180 260 Gallons Received (SSLGC), acre feet 6000 6207 6000 Gallons Distributed, acre feet 5300 5630 6000 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget New Meter Installed 260 80 150 New Service Taps 0 1 5 Water Service Calls 2212 1858 2000 Water Main Break, Service Repair Calls 1806 1506 1800 Sewer Backup and Repair Calls 792 765 775 182 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel Services $1,801,986 $1,846,546 $2,027,484 Supplies 78,926 88,000 63,000 City Support Services 68,258 74,062 190,500 Utility Services 3,773,667 3,585,500 3,585,500 Operations Support 9,450 7,050 10,050 Staff Support 37,795 43,000 43,000 City Assistance 200 0 0 Professional Services 465,999 463,400 428,400 Fund Charges/Transfers 8,615,455 6,741,826 6,746,368 Maintenance Services 10,195,253 9,570,200 9,570,200 Other Costs 40,000 40,000 40,000 Debt Service 2,072,273 1,518,228 2,499,777 Other Financing Sources 0 100,000 0 Rental/Leasing 96,568 72,275 72,275 Operating Equipment 6,950 7,000 7,000 Capital Outlay 0 $163,000 261,400 Total $27,262,779 $24,320,087 $25,544,954 Projects $0 $570,000 $0 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 5.0% from the FY 2021-22 year-end estimate for wage increases, water gems software, a new mobile bypass pump and additional debt payments. 183 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PUBLIC WORKS ADMINISTRATION Personnel Services 575-511110 Regular 1,182,237 1,260,314 1,209,413 1,305,491 575-511120 Overtime 52,807 66,909 65,000 68,801 575-511180 LTD - - - - 575-511210 Longevity 30,266 13,589 11,426 13,861 575-511230 Certification Allowance 10,761 13,880 16,688 13,791 575-511240 Vehicle/phone Allowance 900 900 935 900 575-511310 FICA - Employer 92,185 103,400 99,715 107,008 575-511350 TMRS-Employer 203,588 221,431 208,749 229,263 575-511410 Health-Employer 218,247 256,968 221,145 265,624 575-511500 Workers' Compensation 10,995 14,564 13,475 22,745 Total Personnel Services 1,801,986 1,951,955 1,846,546 2,027,484 Supplies 575-521000 Operating Supplies 8,469 12,000 10,000 10,000 575-521100 Office Supplies 962 1,500 1,500 1,500 575-521200 Medical/Chem Supplies 1,391 1,500 1,500 1,500 575-521400 Plumbing Supplies 68,105 50,000 75,000 50,000 575-521405 Water Meters-New - - - - 575-521600 Equip Maint Supplies - - - - Total Supplies 78,927 65,000 88,000 63,000 City Support Services 575-532500 City Insurance-Commercial 65,833 67,000 70,562 78,000 575-532800 Employee Appreciation Events 2,500 2,500 3,500 3,500 575-532900 Contingencies (76) 101,000 - 109,000 Total City Support Services 68,257 170,500 74,062 190,500 184 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Utility Services 575-533100 Gas Utility Service 2,064 2,000 3,000 3,000 575-533200 Electric Utility Service 428,361 320,000 325,000 325,000 575-533300 Telephone/Land Line - - 2,000 - 575-533310 Telephone/Cell Phones 429 3,500 - 2,000 575-533320 Telephone/Air Cards - 200 - - 575-533400 Water Purchase 3,293,664 3,200,000 3,200,000 3,200,000 575-533410 Water Utility Service 1,936 2,500 2,500 2,500 575-533500 Vehicle Fuel 47,213 55,000 53,000 53,000 Total Utility Services 3,773,667 3,583,200 3,585,500 3,585,500 Operations Support 575-534000 Postage 306 300 300 300 575-534100 Advertising 2,455 5,000 - 3,000 575-534200 Printing & Binding - 250 250 250 575-534300 Equipment Maintenance - Copier 6,688 6,500 6,500 6,500 Total Operations Support 9,449 12,050 7,050 10,050 Staff Support 575-535100 Uniforms 15,113 20,000 20,000 20,000 575-535300 Memberships 5,683 - - - 575-535500 Training/Travel 15,000 21,000 23,000 23,000 575-535510 Meeting Expenses 1,999 2,000 - - Total Staff Support 37,795 43,000 43,000 43,000 City Assistance 575-537100 Medical Services 200 250 - - Total City Assistance 200 250 - - Professional Services 575-541200 Legal Svcs 225,226 200,000 150,000 150,000 575-541300 Other Consl/Prof Services 121,249 145,000 145,000 145,000 575-541305 Cell Tower Management Fees 92,124 106,570 108,000 108,000 575-541400 Auditor/Accounting Service 26,000 24,000 19,000 24,000 575-541500 Paying Agent 1,400 1,400 1,400 1,400 575-541502 Cost of Bond Issuance - - 40,000 - Total Professional Services 465,999 476,970 463,400 428,400 185 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Fund Charges 575-548040 Contribution To CVLGC 99,999 300,000 300,000 400,000 575-548050 Contribution to SSLG 3,908,231 4,000,000 4,000,000 3,898,064 575-548060 Contribution to CCMA 714,450 800,000 800,000 800,000 575-548101 Transfer Out - General Fund - 4,000 - 4,000 575-548600 Inter-fund Charges-Admin 1,450,827 1,478,230 1,478,230 1,493,620 575-548610 Interfund Charge-Fleet 116,624 163,596 163,596 150,684 575-548700 Bad Debt Expense - 80,000 - - 575-548800 Depreciation Expense 2,313,943 - - - 575-548900 Amortization Expense 11,381 - - - Total Fund Charges 8,615,455 6,825,826 6,741,826 6,746,368 Maintenance Services 575-551100 Building Maintenance 2,451 5,000 5,000 5,000 575-551300 Computer Maintenance 11,004 17,500 17,500 17,500 575-551400 Minor & Other Equip Maint 2,127 5,100 5,100 5,100 575-551500 Water Maintenance 70,211 155,000 200,000 200,000 575-551510 Waste Contractor Expense 5,206,801 4,800,000 5,000,000 5,000,000 575-551520 Sewer Treatment-CCMA/MUD 4,708,982 4,100,000 4,182,000 4,182,000 575-551530 Sewer Maintenance 129,617 84,000 90,000 90,000 575-551540 I&I Maintenance 45,429 46,800 50,000 50,000 575-551600 Street Maintenance Materials 18,411 20,000 20,000 20,000 575-551720 Low Flow Rebate Program - 400 400 400 575-551800 Other Maintenance Agreements 220 240 200 200 Total Maintenance Services 10,195,253 9,234,040 9,570,200 9,570,200 Other Costs 575-554100 State Water Fees-TCEQ 40,000 38,500 40,000 40,000 Total Other Costs 40,000 38,500 40,000 40,000 Debt Service 575-555900 Debt Service 1,560,000 1,025,000 1,024,675 1,912,700 575-555900.Interest Expense 512,273 493,553 493,553 587,077 Total Debt Service 2,072,273 1,518,553 1,518,228 2,499,777 OtherFinancing Sources 575-556000 Issuance Costs - - 100,000 - Total Other Financing Sources - - 100,000 - 186 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Rental-ROW 575-561000 Rental-Building & Land 3,041 3,200 3,275 3,275 575-561100 Rental-Equipment - 9,000 1,000 1,000 575-561200 Lease/Purchase Payments 93,527 - 68,000 68,000 Total Rental-ROW 96,568 12,200 72,275 72,275 Operating Equipment 575-571000 Furniture & Fixtures 4,361 4,000 3,000 3,000 575-571200 Vehicles & Access. LESS $5,000 - - - - 575-571500 Minor Equipment 2,588 5,000 4,000 4,000 575-571800 Equipment Under $5,000 - - - - Total Operating Equipment 6,949 9,000 7,000 7,000 Capital Outlay 575-581200 Vehicles & Access. Over $5,000 - 58,000 58,000 52,500 575-581800 Equipment Over $5,000 - 105,000 105,000 208,900 Total Capital Outlay - 163,000 163,000 261,400 TOTAL PUBLIC WORKS ADMINISTRATION 27,262,778 24,104,044 24,320,087 25,544,954 187 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED MISCELLANEOUS & PROJECTS PROJECTS Rental/Leasing 900-561300 Land Purchases - 570,000 570,000 - Total Maintenance Services - 570,000 570,000 - TOTAL PROJECTS - 570,000 570,000 - TOTAL EXPENDITURES 30,756,940 25,921,362 26,105,024 26,826,741 OVER/UNDER 1,251,222 2,837,361 2,558,212 1,659,117 FUNDING FROM RESERVES - (91,000) - - BEGINNING FUND EQUITY 16,379,451 17,630,673 17,630,673 20,188,885 ENDING FUND EQUITY 17,630,673 20,377,034 20,188,885 21,848,002 188 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 202-WATER & SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED MISCELLANEOUS & PROJECTS SEWER PROJECTS Professional Services 902-541305 CCMA-Connection Fees - - - - Total Professional Services - - - - TOTAL SEWER PROJECTS - - - - TOTAL EXPENDITURES 30,756,940 25,921,362 26,105,024 26,826,741 OVER/UNDER 1,251,222 2,837,361 2,558,212 1,659,117 FUNDING FROM RESERVES - (91,000) - - BEGINNING FUND EQUITY 16,379,451 17,630,673 17,630,673 20,188,885 ENDING FUND EQUITY 17,630,673 20,377,034 20,188,885 21,848,002 189 of 335 FUND: 411 CAPITAL RECOVERY FUND WATER (Water & Sewer) DESCRIPTION The Capital Recovery program is designated to support future growth of population and commercial water and wastewater demands without an impact on existing customers while keeping bond supported programs to a minimum. Capital Recovery projects are based on the number of connections sold to increase pumping, storage and transmission water lines, and wastewater programs. Impact funds (Capital Recovery) must be used within ten years of collection date. All water and wastewater improvements are constructed to meet State Board of Insurance and Texas Commission on Environmental Quality rules and regulations. GOALS AND OBJECTIVES • Ensure the Texas Commission of Environmental Quality (TCEQ) rules and regulations are met for future growth. • Continue to improve and provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations and future growth in the community. • Provide citizens with quality projects completed on-time and on-budget. • Design a 3 million gallon ground storage and booster station • State law mandates that the Water/Wastewater Capital Recovery plan be updated at least every five years. The last study was 2011. 190 of 335 PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $1,079,712 $1,000,000 $1,100,000 Miscellaneous 10,310 20,750 51,500 Total $1,090,022 $1,020,750 $1,151,500 Expenses Non Departmental Projects $46,922 512,000 $31,000 0 $55,748 0 Total $558,922 $31,000 $55,748 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $55,748 for any professional services or studies that need to be completed. 191 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 411-CAPITAL RECOVERY - WATER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Fees 1,079,712 1,100,000 1,000,000 1,100,000 Miscellaneous 10,310 16,000 20,750 51,500 TOTAL REVENUES 1,090,022 1,116,000 1,020,750 1,151,500 Expenditure Summary General Government Non Departmental 46,922 51,000 31,000 55,748 Total General Government 46,922 51,000 31,000 55,748 Misc & Projects Projects 512,000 4,230,819 - - Total Misc & Projects 512,000 4,230,819 - - TOTAL EXPENDITURES 558,922 4,281,819 31,000 55,748 OVER/UNDER 531,100 (3,165,819) 989,750 1,095,752 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 7,725,765 8,256,865 8,256,865 9,246,615 ENDING FUND EQUITY 8,256,865 5,091,046 9,246,615 10,342,367 192 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 411-CAPITAL RECOVERY - WATER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Fees 000-455900 Capital Recovery-Water 1,079,712 1,100,000 1,000,000 1,100,000 Total Fees 1,079,712 1,100,000 1,000,000 1,100,000 Miscellaneous 000-491000 Interest Earned 237 1,000 750 1,500 000-491200 Investment Income 10,073 15,000 20,000 50,000 Total Miscellaneous 10,310 16,000 20,750 51,500 TOTAL REVENUES 1,090,022 1,116,000 1,020,750 1,151,500 193 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 411-CAPITAL RECOVERY - WATER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government NON-DEPARTMENTAL City Support Services 101-532400 Computer Fees&Licenses - - - 11,748 Total City Support Services - - - 11,748 Professional Services 101-541300 Professional Services-Cap Plan 45,922 50,000 30,000 43,000 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 Total Professional Services 46,922 51,000 31,000 44,000 TOTAL NON-DEPARTMENTAL 46,922 51,000 31,000 55,748 194 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 411-CAPITAL RECOVERY - WATER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Fund Charges/Transfers 900-548406 Transfer Out - Public Improvement - - - - Total Fund Charges/Transfers - - - - TOTAL WATER PROJECTS - - - - TOTAL EXPENDITURES 558,922 4,281,819 31,000 55,748 OVER/UNDER 531,100 (3,165,819) 989,750 1,095,752 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 7,725,765 8,256,865 8,256,865 9,246,615 ENDING FUND EQUITY 8,256,865 5,091,046 9,246,615 10,342,367 195 of 335 FUND: 421 CAPITAL RECOVERY FUND SEWER (Water & Sewer) DESCRIPTION The Capital Recovery program is designated to support future growth of population and commercial water and wastewater demands without an impact on existing customers while keeping bond supported programs to a minimum. Capital Recovery projects are based on the number of connections sold to increase pumping, storage and transmission water lines, and wastewater programs. Impact funds (Capital Recovery) must be used within ten years of collection date. All water and wastewater improvements are constructed to meet State Board of Insurance and Texas Commission on Environmental Quality rules and regulations. GOALS AND OBJECTIVES • Ensure the Texas Commission of Environmental Quality (TCEQ) rules and regulations are met for future growth. • Continue to improve and provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations and future growth in the community. • Preliminary engineering and land acquisition for a waste water treatment plant for South Schertz. Initiate plans for the Southeast Quad Pump Station and the Ground Storage and Distribution Main for South Schertz. State law mandates that the Water/Wastewater Capital Recovery Plan be updated at least every five years. Last study was in 2011. Currently the Sedona WWTP serves the Crossvine Subdivision area but will be eliminated when the new CCMA WWTP comes on line. A sewer line and lift-station will be needed to accomplish this project. • Initiate and institute a study to implement reuse water throughout the City. • Provide citizens with quality projects completed on-time and on-budget. 196 of 335 PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $611,659 $500,000 $550,000 Miscellaneous 9,865 20,500 51,500 Total $621,523 $520,500 $601,500 Expenses Non-Departmental $7,855,487 $40,500 $64,248 Total $7,855,487 $40,500 $64,248 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $64,248 for any professional services or studies that need to be completed. 197 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 421-CAPITAL RECOVERY - SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Fees 611,659 600,000 500,000 550,000 Miscellaneous 9,865 60,250 20,500 51,500 TOTAL REVENUES 621,524 660,250 520,500 601,500 Expenditure Summary General Government Non Departmental 7,855,478 55,500 40,500 64,248 Total General Government 7,855,478 55,500 40,500 64,248 TOTAL EXPENDITURES 7,855,478 55,500 40,500 64,248 OVER/UNDER (7,233,954) 604,750 480,000 537,252 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 7,345,824 111,870 111,870 591,870 ENDING FUND EQUITY 111,870 716,620 591,870 1,129,122 198 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 421-CAPITAL RECOVERY - SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Fees 000-455910 Cap Rcvry-Waste Water 611,659 600,000 500,000 550,000 000-455913 Cap Rcvry-North Sewer Treat - - - - Total Fees 611,659 600,000 500,000 550,000 Miscellaneous 000-491000 Interest Earned 195 250 500 1,500 000-491200 Investment Income 39,750 60,000 20,000 50,000 000-491800 Gain/Loss Capital One Sewer - - - - 000-491900 Unrealize Gain/Loss-Captl One (30,080) - - - Total Miscellaneous 9,865 60,250 20,500 51,500 TOTAL REVENUES 621,524 660,250 520,500 601,500 199 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 421-CAPITAL RECOVERY - SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government NON-DEPARTMENTAL City Support Services 101-532400 Computer Fees&Licenses - - - 11,748 Total Supplies - - - 11,748 Professional Services 101-541200 Legal Services-Sewer - - - - 101-541300 Professional Services-Cap Plan 55,698 50,000 35,000 50,000 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 101-541650 Investment Mgt Fee-Sewer 3,789 4,500 4,500 1,500 Total Professional Services 60,487 55,500 40,500 52,500 Fund Charges/Transfers 101-548406 Transfer Out-Water/Sewer Prjct 7,795,000 - - - Total Fund Charges/Transfers 7,795,000 - - - TOTAL NON-DEPARTMENTAL 7,855,487 55,500 40,500 64,248 200 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 421-CAPITAL RECOVERY - SEWER FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SEWER PROJECTS Professional Services 902-541300 Other Professional Services - - - - Total Professional Services - - - - TOTAL SEWER PROJECTS - - - - TOTAL EXPENDITURES 7,855,478 55,500 40,500 64,248 OVER/UNDER (7,233,954) 604,750 480,000 537,252 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 7,345,824 111,870 111,870 591,870 ENDING FUND EQUITY 111,870 716,620 591,870 1,129,122 201 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Drainage Fees 1,258,500$ Permits 7,000 Inter-Fund Transfers 182,573 Miscellaneous Income 2,000 TOTAL 1,450,073$ Drainage - Revenue Drainage Fees 99.8% Miscellaneous Income… Drainage -Revenue 202 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Personnel 525,214$ Supplies 6,950 Professional & City Services 56,700 Utility & Maintenance Services 91,900 Operation Support & Services 594,043 Capital Expense 165,000 Debt Service - TOTAL 1,439,807$ Drainage - Expenditures Personnel 41.2% Supplies 0.5%Professional & City Services 4.4% Utility & Maintenance Services 7.2% Operation Support & Services 46.6% Debt Service 0.0% Drainage -Expenditures 203 of 335 FUND: 204 DRAINAGE FUND DEPARTMENT DESCRIPTION The Public Works Drainage Division is responsible for the maintenance and management of drainage channels, storm water inlets, floodways, road rights-of-way, alleys, and compliance with regulations, as well as reviewing subdivision plans and the issuance of permits for development and that might affect drainage infrastructure. The revenues come from a fee charged to “users”. A “user” is any citizen or business that owns impervious surfaces and/or any man-made structure, such as buildings, parking lots, or driveways. GOALS AND OBJECTIVES • Protect lives and property. • Adhere to best management practices in the maintenance of natural creek waterways and earthen channels to ensure water quality, reduce erosion, and increase conveyance. • Technical review and issuance of floodplain permits, floor insurance rate map revision, floodplain violation identification, coordination and prosecution support • Continue to evaluate, consider, and pursue all available resources for improving management of the drainage infrastructure. 204 of 335 ORGANIZATIONAL CHART DRAINAGE 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Streets/Drainage Manager 1 1 1 Drainage Superintendent 1 1 1 Drainage Worker II 2 2 2 Drainage Worker I 5 5 5 TOTAL POSITIONS 11 11 11 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Acres of Alleys Mowed 5.15 5.15 5.15 Acres of Rights-of-Way (ROW) Mowed 66.46 66.46 66.46 Acres of Drainage Ditches Mowed 158.75 158.75 158.75 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Monthly Operating Expenditures 79,252.85 95,103.01 119,799 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance 205 of 335 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget 4250 4500 4750 ROW Maintenance & Mowing, Hours Drainage Mowing, Hours 1080 1180 1280 Drainage Structure Maintenance, Hours 1640 1720 1820 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Permits $6,670 $7,000 $7,000 Fees 1,211,192 1,258,500 1,258,500 Fund Transfers 0 0 182,573 Miscellaneous 59,975 1,200 2,000 Total $1,277,838 $1,266,700 $1,450,073 Expenses Personnel $379,237 $369,167 $525,214 Supplies 3,717 6,750 6,950 City Support Services 4,474 6,399 16,000 Utility Services 20,288 16,900 16,900 Operations Support 31 0 0 Staff Support 13,042 14,000 14,000 City Assistance 120 40 200 Professional Services 2,720 41,500 42,500 Fund Charges/Transfers 647,133 573,817 575,443 Maintenance Services 10,728 75,000 75,000 Other Costs 0 100 100 Debt Services 121,740 0 0 Rental/Leasing 0 0 0 Operating Equipment 6,867 2,500 2,500 Capital Outlay 0 13,903 165,000 Projects 0 0 0 Total $1,210,097 $1,120,076 $1,439,807 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The FY 2022-23 Budget increase 14.5% from the FY 2021-22 year-end estimate from a fund transfer from reserves for equipment replacements. Expenses: The FY 2022-23 Budget will increase 28.5% from the FY 2021-22 year-end estimate for wage increases and equipment replacements. 206 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 204-DRAINAGE FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Permits 6,670 4,000 7,000 7,000 Fees 1,211,193 1,260,000 1,258,500 1,258,500 Fund Transfers - 17,229 - 182,573 Miscellaneous 59,975 3,000 1,200 2,000 TOTAL REVENUES 1,277,838 1,284,229 1,266,700 1,450,073 Expenditure Summary Personnel Services 379,237 456,920 369,167 525,214 Supplies 3,717 8,500 6,750 6,950 City Support Services 4,474 20,500 6,399 16,000 Utility Services 20,288 26,700 16,900 16,900 Operations Support 31 1,050 - - Staff Support 13,042 13,700 14,000 14,000 City Assistance 120 500 40 200 Professional Services 2,720 69,237 41,500 42,500 Fund Charges/Transfers 647,133 574,817 573,817 575,443 Maintenance Services 10,728 83,000 75,000 75,000 Other Costs - 100 100 100 Debt Service 121,740 - - - Rental-ROW - 500 - - Operating Equipment 6,867 2,500 2,500 2,500 Capital Outlay - 14,000 13,903 165,000 Projects - - - - TOTAL EXPENDITURES 1,210,097 1,272,024 1,120,076 1,439,807 OVER/UNDER 67,741 12,205 146,624 10,266 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 294,679 362,420 362,420 509,044 ENDING FUND EQUITY 362,420 374,625 509,044 519,310 207 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 204-DRAINAGE FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Permits 000-432400 Floodplain Permit 6,670 4,000 7,000 7,000 Total Permits 6,670 4,000 7,000 7,000 Fees 000-457500 Drainage Penalties 1,540 10,000 8,500 8,500 000-457600 Drainage Fees 1,209,653 1,250,000 1,250,000 1,250,000 Total Fees 1,211,193 1,260,000 1,258,500 1,258,500 Fund Transfers 000-481000 Transfer In - Reserves - - - 165,000 000-486100 Transfer In - 17,229 - - 000-486101 Transfer In-General Fund - - - 17,573 Total Fund Transfers - 17,229 - 182,573 Miscellaneous 000-491000 Interest Earned 82 1,000 200 500 000-491200 Investment Income 738 2,000 1,000 1,500 000-497000 Misc Income-Drainage 59,155 - - - 000-497100 MISC INCOME-SCRAP METAL SALES - - - - Total Miscellaneous 59,975 3,000 1,200 2,000 TOTAL REVENUES 1,277,838 1,284,229 1,266,700 1,450,073 208 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 204-DRAINAGE FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government Expenditures Personnel Services 579-511110 Regular 234,047 280,825 228,098 319,184 579-511120 Overtime 8,883 6,782 4,000 7,174 579-511180 LTD - - - - 579-511210 Longevity 9,876 9,902 9,935 9,558 579-511230 Certification Allowance 1,985 2,400 2,377 2,450 579-511310 FICA - Employer 18,135 23,764 18,697 25,885 579-511350 TMRS-Employer 41,806 50,892 39,142 55,458 579-511410 Health-Employer 60,674 77,281 62,224 99,305 579-511500 Workers' Compensation 3,831 5,074 4,694 6,200 Total Personnel Services 379,237 456,920 369,167 525,214 Supplies 579-521000 Operating Supplies 2,318 4,900 2,500 2,500 579-521100 Office Supplies 237 500 250 250 579-521200 Medical/Chem Supplies 1,162 2,900 4,000 4,000 579-521300 Motor Vehicle Supplies - 200 - 200 Total Supplies 3,717 8,500 6,750 6,950 City Support Services 579-532500 City Insurance-Commercial 2,974 3,500 3,500 3,500 579-532800 EMPLOYEE APPRECIATION EVENTS1,500 1,500 2,500 2,500 579-532900 Contingencies - 15,500 399 10,000 Total City Support Services 4,474 20,500 6,399 16,000 Utility Services 579-533310 Telephone/Cell Phones 805 1,200 900 900 579-533500 Vehicle Fuel 19,483 25,500 16,000 16,000 Total Utility Services 20,288 26,700 16,900 16,900 209 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 204-DRAINAGE FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Operations Support 579-534000 Postage - 50 - - 579-534200 Printing & Binding 31 1,000 - - Total Operations Support 31 1,050 - - Staff Support 579-535100 Uniforms 6,306 6,000 6,000 6,000 579-535300 Memberships (14) 500 - - 579-535500 Training/Travel 5,000 6,000 8,000 8,000 579-535510 Meeting Expenses 1,200 1,200 - - 579-535600 Professional Certification 550 - - - Total Staff Support 13,042 13,700 14,000 14,000 City Assistance 579-537100 Medical Services 120 500 40 200 Total City Assistance 120 500 40 200 Professional Services 579-541200 Legal Svcs 59 5,000 - 1,000 579-541310 Contractual Services 1,161 62,737 40,000 40,000 579-541400 Auditor/Accounting Service 1,500 1,500 1,500 1,500 Total Professional Services 2,720 69,237 41,500 42,500 Fund Charges/Transfers 579-548000 Transfer Out 20,355 - - - 579-548101 Transfer Out - General Fund - 1,000 - 1,000 579-548106 Transfer Out- Special Events - - - - 579-548202 Transfer Out to Water & Sewer - - - - 579-548500 Interfund Charges-Admin 285,506 308,010 308,010 320,073 579-548600 Interfund Charges-Water 146,400 150,000 150,000 150,000 579-548610 Interfund Charge-Fleet 99,261 115,807 115,807 104,370 579-548800 Depreciation Expense 95,611 - - - Total Fund Charges/Transfers 647,133 574,817 573,817 575,443 Maintenance Services 579-551300 Computer Maintenance (623) - - - 579-551610 Drainage Channel Maintenance 11,351 83,000 75,000 75,000 Total Maintenance Services 10,728 83,000 75,000 75,000 210 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 204-DRAINAGE FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Other Costs 579-554100 State Storm Water Fee - 100 100 100 Total Other Costs - 100 100 100 Debt Service 579-555900 Debt Service 120,000 - - - 579-555900.1 Interest Expense 1,740 - - - Total Debt Service 121,740 - - - Rental-ROW 579-561100 Rental Equipment - 500 - - Total Rental-ROW - 500 - - Operating Equipment 579-571200 Vehicles & Access Less $5,000 130 - - - 579-571500 Equipment Under $5,000 6,737 2,500 2,500 2,500 Total Operating Equipment 6,867 2,500 2,500 2,500 Capital Outlay 579-581010 Land Purchase - - - - 579-581200 Vehicles & Access. Over $5,000 - - - 165,000 579-581500 Machinery/Equipment - 14,000 13,903 - Total Capital Outlay - 14,000 13,903 165,000 TOTAL DRAINAGE 1,210,097 1,272,024 1,120,076 1,439,807 OVER/UNDER 67,741 12,205 146,624 10,266 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 294,679 362,420 362,420 509,044 ENDING FUND EQUITY 362,420 374,625 509,044 519,310 211 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 204-DRAINAGE FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Projects Expenditures TOTAL PROJECTS - - - - TOTAL EXPENDITURES 1,210,097 1,272,024 1,120,076 1,439,807 OVER/UNDER 67,741 12,205 146,624 10,266 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 294,679 362,420 362,420 509,044 ENDING FUND EQUITY 362,420 374,625 509,044 519,310 212 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Ambulance/Mileage Fees 7,605,302$ Miscellaneous Income 137,500 Inter-Jurisdictional Contracts 3,978,179 TOTAL 11,720,981$ Schertz E M S - Revenues Fees 64.9% Miscellaneous Income 1.2% Inter-Jurisdictional Contracts 33.9% Schertz EMS -Revenue 213 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Personnel 6,238,590$ Supplies 398,525 Professional & City Services 838,489 Utility & Maintenance Services 339,000 Operation Support & Services 3,336,558 Capital Expense 568,500 Debt Service - TOTAL 11,719,662$ Schertz E M S - Expenditures Personnel 53.2%Supplies 3.4% Professional & City Services 7.2% Utility & Maintenance Services 2.9% Operation Support & Services 28.5% Capital Expense 4.9% Debt Service 0.0% Schertz EMS -Expenditures 214 of 335 FUND: 203 EMERGENCY MEDICAL SERVICES (EMS) DEPARTMENTAL DESCRIPTION Schertz Emergency Medical Services responds to 911 requests for ambulance service across a 220 square mile service area that includes the municipalities of Schertz, Cibolo, Live Oak, Marion, Santa Clara, Selma, Universal City, western Guadalupe County, Comal County Emergency Services District (ESD) #6 (about 25% of Comal County including the City of Garden Ridge); and a small portion of unincorporated Bexar County. We also work with individual at-risk patients to insure they have the best access to primary healthcare and that their medical needs are being met before an emergency occurs. We educate our employees by providing over fifty hours of Continuing Education annually and over thirty hours for our first responders. We provide ambulance demonstrations and stand- by event coverage to further the knowledge of Emergency Medical Services and injury/illness prevention and preparedness. GOALS AND OBJECTIVES • Provide efficient pre-hospital healthcare services to the communities that we serve. • Integrate the care that we provide with the rest of the healthcare system to reduce demand for 911 services while elevating access to care and appropriate destination management for the citizens we serve. • Provide appropriate and timely education and training to our employees and our first responders to ensure the best and most current standard of care is provided. • Provide high quality pre-hospital training and community education for the communities we serve and the region as a whole. • Provide education and assistance to the community to prevent and prepare them for medical emergencies through community education, demonstrations, immunizations, and CPR and Automatic External Defibrillator training programs. • Be the preferred employer for pre-hospital healthcare providers in the State of Texas 215 of 335 • Be thoroughly prepared for man-made and natural disasters in our jurisdiction, region, and statewide. • Meet the needs of our customers and to solidify relationships and agreements with all eight cities, three counties and one Emergency Services District for which we provide service. ORGANIZATIONAL CHART EMS 2020-21 2021-22 2022-23 Director 1 1 1 Division Chief - Operations 1 1 1 Division Chief - Clinical 1 1 1 Community Health Coordinator 1 1 1 Training Coordinator 1 1 1 Office Manager 1 1 1 Instructor 0 1 1 Administrative Asst. 1 1 1 Billing Specialist 3 3 3 EMS Battalion Chief 3 3 3 Field Training Officer 3 3 3 Lieutenant 3 3 3 MIH Paramedic 1 1 1 Paramedic 28 30 32 EMT 6 6 12 P/T Paramedics 15 15 15 P/T EMT 5 5 5 P/T Supply Coordinator 1 1 1 TOTAL POSITIONS 75 78 86 City Manager Assistant City Manager Operations Emergency Medical Services (EMS) 216 of 335 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Requests for EMS Service 12,269 13,230 13,618 Transports to Hospitals 7,443 8,103 8,366 Hospital to Hospital Transports 795 850 900 Collections per Transport $459 $470 $500 Students Enrolled in EMT Certification Classes 135 140 140 Trips billed for Alamo Heights 546 550 600 Members of EMS Passport 432 440 450 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Response Time 90% Reliability 13:59 13:00 13:00 Total Time on Task (Minutes) 58:30 57:00 57:00 Transport Percentage 61% 62% 62% Days Sales Outstanding 45.78 45 45 Mutual Aid Requested 28 25 20 Students Graduated from EMT Certification Classes 63 70 70 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Critical Failures / 100,000 miles 7.0 6 6 Fleet Accidents / 100,000 miles 5.0 4 4 Cardiac Arrest Save % 7.1% 8% 10% Correct recognition of STEMI 64.6% 70% 75% EMT Class Certification Pass Rate 85.7% 90% 90% 217 of 335 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $7,164,000 $7,300,307 $7,605,302 Inter-Jurisdictional 3,204,108 4,214,481 3,978,179 Fund Transfers 409,606 0 0 Miscellaneous 115,705 63,800 137,500 Total $10,893,569 $11,578,588 $11,720,982 Expenses Personnel $5,087,531 $6,024,715 $6,238,590 Supplies 356,297 396,250 398,525 City Support Services 71,113 143,430 160,000 Utility Services 130,473 172,000 176,000 Operations Support 152,744 33,550 31,500 Staff Support 55,329 83,000 88,000 City Assistance 616,862 624,489 624,989 Professional Services 113,798 152,500 125,500 Fund Charges/Transfers 3,272,625 2,638,846 3,145,058 Maintenance Services 10,560 13,000 13,000 Debt Service 115,10 116,725 0 Rental/Leasing 65,118 150,000 150,000 Operating Equipment 74,513 75,528 53,500 Capital Outlay 0 905,000 515,000 Total $10,122,063 $11,529,032 $11,719,662 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are expected to increase 1.2% from FY 2021-22 year-end estimates from an increase in transports that is offset by lower funding from the Texas Ambulance Supplemental Payment Program (TASSP). Expenses: The FY 2022-23 Budget will increase 1.7% from the FY 2021-22 year-end estimate. The addition of 8 new person and wage increases is offset by debt service being paid off and vehicle replacements made in FY 2021-22. 218 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 203 - E M S FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Fees 7,164,150 6,545,490 7,300,307 7,605,302 Inter-Jurisdictional 3,204,108 3,985,933 4,214,481 3,978,179 Miscellaneous 115,705 174,500 63,800 137,500 TOTAL REVENUES 10,893,569 11,794,595 11,578,588 11,720,981 Expenditure Summary Personnel Services 5,087,532 5,576,958 6,024,715 6,238,590 Supplies 356,298 410,550 396,250 398,525 City Support Services 71,114 138,000 143,430 160,000 Utility Services 130,472 106,000 172,000 176,000 Operations Support 152,744 45,000 33,550 31,500 Staff Support 55,329 73,265 83,000 88,000 City Assistance 616,862 626,989 624,489 624,989 Professional Services 113,798 123,500 152,500 125,500 Fund Charges 3,272,625 2,663,736 2,638,846 3,145,058 Maintenance Service 10,560 13,000 13,000 13,000 Debt Service 115,100 118,120 116,725 - Rental Lease 65,118 150,000 150,000 150,000 Operating Equipment 74,514 115,298 75,528 53,500 Capitalized Equipment - 1,575,678 905,000 515,000 TOTAL EXPENDITURES 10,122,066 11,736,094 11,529,033 11,719,662 OVER/UNDER 771,503 58,501 49,555 1,319 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 2,645,488 3,416,991 3,416,991 3,466,546 ENDING FUND EQUITY 3,416,991 3,475,492 3,466,546 3,467,865 219 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 203 - E M S FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Fees 000-456100 Ambulance/Mileage Transprt Fee 6,844,294 6,206,890 6,967,257 7,248,302 000-456110 Passport Membership Fees 25,765 28,000 26,000 26,000 000-456120 EMT Class - Fees 134,600 137,500 140,000 140,000 000-456122 CE Class - Fees 19,745 24,000 22,000 20,000 000-456130 Immunization Fees 2,149 3,000 2,500 3,000 000-456140 Billing Fees-External 20,157 26,000 22,500 28,000 000-456150 Standby Fees 39,826 30,000 50,000 50,000 000-456155 Community Services Support 40,176 50,000 30,000 50,000 000-456160 MIH Services 37,413 40,000 40,000 40,000 000-459200 NSF Check Fee 25 100 50 - Total Fees 7,164,150 6,545,490 7,300,307 7,605,302 Inter-Jurisdictional 000-473500 Seguin/Guadalupe Co Support 1,005,263 927,935 927,934 927,935 000-474200 JBSA Support - 635,706 635,706 654,778 000-474300 Cibolo Support 473,115 529,044 529,043 557,334 000-475100 Comal Co ESD #6 141,411 148,871 150,557 132,247 000-475200 Live Oak Support 246,256 280,241 259,350 273,764 000-475300 Universal City Support 321,566 335,885 335,884 345,554 000-475400 Selma Support 171,441 180,290 180,290 186,132 000-475500 Schertz Support 667,049 695,644 695,644 725,514 000-475600 Santa Clara Support 11,455 11,953 11,953 12,236 000-475800 Marion Support 18,375 21,364 21,363 22,685 000-475910 TASPP Program 148,177 219,000 466,757 140,000 Total Inter-Jurisdictional 3,204,108 3,985,933 4,214,481 3,978,179 Fund Transfers 000-486000 Transfer In-Reserves - 755,172 - - 000-486100 Transfer In - 333,500 - - 000-486405 Transfer In-Grant Fund 409,606 - - - Total Fund Transfers 409,606 1,088,672 - - Miscellaneous 000-491000 Interest Earned 489 2,500 600 1,500 000-491200 Investment Income 959 5,000 2,000 4,000 000-493203 Donations-EMS 925 2,000 1,200 2,000 000-493205 Donations-Golf Tournament - - - - 000-497000 Misc Income 48,218 75,000 20,000 60,000 000-497100 Recovery of Bad Debt 11,223 20,000 10,000 20,000 000-497110 Collection Agency-Bad Debt 53,891 70,000 30,000 50,000 Total Miscellaneous 115,705 174,500 63,800 137,500 TOTAL REVENUES 10,893,569 11,794,595 11,578,588 11,720,981 220 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 203 - E M S FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PUBLIC SAFETY EXPENDITURES Personnel Services 280-511110 Regular 2,770,929 3,034,440 3,300,000 3,337,737 280-511120 Overtime 864,024 923,247 1,000,000 1,000,000 280-511180 LTD - - - - 280-511210 Longevity 48,698 41,121 39,000 45,351 280-511220 Clothing Allowance 12,972 14,978 16,000 14,976 280-511230 Certification Allowance 11,645 16,060 15,000 20,410 280-511310 FICA - Employer 272,255 297,912 320,000 350,838 280-511350 TMRS-Employer 564,709 592,108 675,000 707,043 280-511410 Health-Employer 474,438 592,549 600,000 686,029 280-511500 Workers' Compensation 67,862 64,543 59,715 76,206 Total Personnel Services 5,087,532 5,576,958 6,024,715 6,238,590 Supplies 280-521000 Operating Supplies 629 2,000 2,000 2,000 280-521010 Operating Supplies-EMT Class 29,950 41,000 30,000 30,000 280-521020 Operating Supplies-CE Class 6,852 11,000 8,500 17,275 280-521025 Community Support Supplies 23,480 35,323 23,000 25,000 280-521030 Operating Supplies- MIH - 1,000 500 2,000 280-521100 Office Supplies 2,813 3,500 3,500 4,000 280-521200 Medical/Chem Supplies 280,902 290,140 310,000 300,000 280-521250 Immunization Supplies 7,998 21,287 15,000 14,000 280-521300 Motor Veh. Supplies 2,480 2,800 2,000 2,500 280-521600 Equip Maint Supplies 1,194 2,500 1,750 1,750 Total Supplies 356,298 410,550 396,250 398,525 City Support Services 280-532350 Software Maintenance 46,396 72,000 72,000 75,000 280-532500 City Insurance-Commercial 24,718 26,000 31,430 35,000 280-532840 Golf Tournament-Dilworth - - - - 280-532900 Contingencies - 40,000 40,000 50,000 Total City Support Services 71,114 138,000 143,430 160,000 221 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 203 - E M S FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Utility Services 280-533100 Gas Utility Service 6,538 7,000 7,000 7,000 280-533200 Electric Utility Service 10,138 12,000 8,500 12,000 280-533300 Telephone/Land Line - - - - 280-533310 Telephone/Cell Phones 7,731 - - - 280-533320 Telephone/Air Cards 261 - - - 280-533330 Telephone/Internet 1,587 - - - 280-533410 Water Utility Service 5,162 7,000 6,500 7,000 280-533500 Vehicle Fuel 99,055 80,000 150,000 150,000 Total Utility Services 130,472 106,000 172,000 176,000 Operations Support 280-534000 Postage 2,427 7,500 5,000 6,500 280-534100 Advertising - - 485 - 280-534200 Printing & Binding 2,609 6,500 4,000 3,000 280-534300 Equipment Maint - Copier 4,654 7,500 7,500 5,000 280-534400 EMT Class Instructors 13,440 15,000 10,000 8,000 280-534410 CE Class Instructors 640 1,500 750 1,500 280-534420 Community Support-Instructors 3,680 3,000 2,000 3,000 280-534500 Memberships - Organizations 3,815 4,000 3,815 4,500 280-534999 Misc Expenses 121,479 - - - Total Operations Support 152,744 45,000 33,550 31,500 Staff Support 280-535100 Uniforms 21,157 25,265 30,000 30,000 280-535210 Employee Recognition-Morale 5,115 6,000 6,000 6,500 280-535300 Memberships - 500 - - 280-535400 Publications - 500 - 500 280-535500 Training/Travel 25,066 38,000 44,000 48,000 280-535510 Meeting Expenses 2,933 3,000 3,000 3,000 280-535600 Professional Certification 1,058 - - - Total Staff Support 55,329 73,265 83,000 88,000 City Assistance 280-537100 Medical Services 1,738 4,000 2,000 2,000 280-537110 EMS Outsourcing 611,113 618,489 618,489 618,489 280-537800 Community Outreach 4,011 4,500 4,000 4,500 Total City Assistance 616,862 626,989 624,489 624,989 222 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 203 - E M S FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Professional Services 280-541200 Legal Svcs 351 5,000 2,000 5,000 280-541300 Other Consl/Prof Services 93,028 103,000 130,000 100,000 280-541400 Auditor/Accounting Service 3,000 3,000 3,000 3,000 280-541800 Credit Card Fees 17,419 12,500 17,500 17,500 Total Professional Services 113,798 123,500 152,500 125,500 Fund Charges 280-548101 Tranfer Out - General Fund - - - 4,000 280-548505 Contribution I&S - - - - 280-548600 Interfund Charges-G/F Admin 182,682 212,740 212,740 216,994 280-548610 Interfund Charges-Admin Fleet 181,781 226,106 226,106 258,762 280-548700 Bad Debt Expense 2,621,818 2,224,890 2,200,000 2,665,302 280-548800 Depreciation Expense 286,344 - - - Total Fund Charges 3,272,625 2,663,736 2,638,846 3,145,058 Maintenance Services 280-551800 Other Maint Agreements - - - - 280-551810 Maintenance Agr. - Radios 10,560 13,000 13,000 13,000 Total Maintenance Services 10,560 13,000 13,000 13,000 Debt Service 280-555900 Debt Service 115,100 118,120 116,725 - Total Debt Service 115,100 118,120 116,725 - Rental-ROW 280-561200 Lease/Purchase Payments 65,118 150,000 150,000 150,000 Total Rental-ROW 65,118 150,000 150,000 150,000 223 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 203 - E M S FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Operating Equipment 280-571000 Furniture & Fixtures 1,569 6,528 6,528 5,000 280-571200 Vehicles&Access. < $5,000 15,535 6,754 4,500 4,500 280-571300 Computer&Periphe. < $5000 12,154 20,000 15,000 15,000 280-571400 Communication Equip < $5000 8,475 21,289 9,500 4,000 280-571800 Equipment Under $5,000 36,781 60,727 40,000 25,000 Total Operating Equipment 74,514 115,298 75,528 53,500 Capitalized Equipment 280-581200 Vehicles&Access. Over $5,000 - 1,376,490 725,000 450,000 280-581800 Equipment Over $5,000 - 199,188 180,000 65,000 Total Capitalized Equipment - 1,575,678 905,000 515,000 TOTAL SCHERTZ EMS 10,122,066 11,736,094 11,529,033 11,719,662 OVER/UNDER 771,503 58,501 49,555 1,319 FUNDING FROM RESERVES - - - - BEGINNING FUND EQUITY 2,645,488 3,416,991 3,416,991 3,466,546 ENDING FUND EQUITY 3,416,991 3,475,492 3,466,546 3,467,865 224 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 4B Sales Tax 6,548,000$ Fund Transfers 3,320,960$ Miscellaneous Income 182,000 TOTAL 10,050,960$ Economic Development - Revenue Sales Tax 65% MISCELLANEOUS 2% INTER-FUND TRANSFERS 33% Economic Development -Revenues 225 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 Supplies 1,000 Professional & City Services 3,290,954 Utility & Maintenance Services 2,975 Operation Support & Services 6,751,031 Capital Expense 5,000 Debt Service - TOTAL 10,050,960$ Economic Development - Expenditures Operations Support 4% Staff Support 0% City Assistance 32% Professional Services 1% Fund Charges 63% Economic Development -Expenditures 226 of 335 FUND: 620 CITY OF SCHERTZ ECONOMIC DEVELOPMENT CORPORATION MISSION STATEMENT The mission of the City of Schertz Economic Development Corporation (SEDC) is to grow the Schertz economy through Projects. Specifically, we pursue Projects that focus on the creation/retention of Primary Jobs and infrastructure improvements. ORGANIZATIONAL CHART City Council City Manager Schertz Economic Development Corporation Economic Development Board 227 of 335 ECONOMIC DEVELOPMENT 2020-21 2021-22 2022-23 Executive Director 1 1 1 Deputy Director (reclassed Analyst position 2021) 0 1 1 Economic Development Analyst 1 0 0 Business Retention Manager 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Number of inquiries 94 121 155 Number of Schertz BRE visits 7 18 40 Number of recruitment events 6 8 12 Number of new prospects 15 35 45 Number of active performance agreements 14 15 18 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Taxes $5,615,928 $6,177,520 $6,548,000 Fund Transfers 0 0 3,320,960 Miscellaneous 56,144 92,900 182,000 Total $5,672,073 $6,270,420 $10,050,960 Expenses Supplies $577 $1000 $1,000 Human Services 0 0 0 City Support Services 3,322 10,336 21,200 Utility Services 1,836 2,450 2,975 Operations Support 68,826 185,660 437,610 Staff Support 7,077 21,125 24,575 228 of 335 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: The SEDC receives one-half of one percent of all sales and use tax generated within the City of Schertz. The revenue for FY 2022-23 is projected to increase by 60.3% from the FY 2021-22 year-end estimate. The increase is reflective of an increase in sales tax revenue. Expenses: The SEDC funds are restricted to those expenses authorized by the Texas Local Government Code sections 501 and 505. The expenses for FY 2022- 23 are projected to increase by 67.9% to accommodate costs associated with signage on Schertz Parkway Overpass, and Master Planning for comprehensive Request for Information (RFI) responses, and continued work with the Retail Coach on site analysis and planning. Unspent Marketing and Promotion dollars may be carried forward per State statute for Marketing and Promotion purposes. Project Expenses: The SEDC is funding improvements to Lookout Rd, signalization, and upsizing of wastewater facilities in FY 2022-23. The SEDC also has performance agreements with 6 companies that are eligible to receive funds during the FY 2022-23 year. These projects include: Kellum Development, Closner Equipment Co., Phelan-Bennett, Schertz 312 LLC, Schertz Medical Office Building (MOB), and Ace Mart Food Supply. City Assistance 0 2,500 205,000 Professional Services 21,267 41,000 61,300 Fund Charges/Transfers 504,669 506,984 542,221 Maintenance Services 0 0 0 Operating Equipment 2,508 3,960 5,000 Total Economic Development $610,082 $775,015 $1,300,881 Annual and Infrastructure Grants $4,274,385 $1,240,000 $8,750,079 Total Schertz Economic Development $4,884,467 $2,015,015 $10,050,960 229 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 620-SED CORPORATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Taxes 5,615,928 5,408,000 6,177,520 6,548,000 Miscellaneous 56,144 141,000 92,900 182,000 TOTAL REVENUES 5,672,072 6,789,000 6,270,420 10,050,960 Expenditure Summary General Government Projects 4,274,385 3,139,038 - 8,750,079 Economic Development 610,084 1,161,669 775,015 1,300,881 TOTAL GENERAL GOVERNMENT 4,884,469 4,300,707 775,015 10,050,960 OVER/UNDER 787,603 2,488,293 5,495,405 - FUNDING FROM RESERVES - (1,240,000) - (3,320,960) BEGINNING FUND BALANCE 20,231,023 21,018,626 21,018,626 26,514,031 ENDING FUND BALANCE 21,018,626 22,266,919 26,514,031 23,193,071 230 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 620-SED CORPORATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Taxes 000-411500 Sales Tax Revenues (4B)5,615,928 5,408,000 6,177,520 6,548,000 Total Taxes 5,615,928 5,408,000 6,177,520 6,548,000 Fund Transfers 000-486010 Transfer In - Reserves - 1,240,000 - 3,320,960 Total Fund Transfers - 1,240,000 - 3,320,960 Miscellaneous 000-491000 Interest Earned-Bank 431 1,000 900 2,000 000-491200 Investment Income 55,713 140,000 92,000 180,000 000-497000 Misc Income - - - - Total Miscellaneous 56,144 141,000 92,900 182,000 TOTAL REVENUES 5,672,072 6,789,000 6,270,420 10,050,960 231 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 620-SED CORPORATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT EXPENDITURES Supplies 966-521100 Office Supplies 577 1,000 1,000 1,000 966-521300 Motor Veh. Supplies - - - - Total Supplies 577 1,000 1,000 1,000 City Support Services 966-532500 Eco Dev - Insurance 1,469 1,700 1,461 1,700 966-532800 Promotional Events 1,853 9,500 5,000 9,500 966-532900 Contingencies - - 3,875 10,000 Total City Support Services 3,322 11,200 10,336 21,200 Utility Services 966-533300 Telephone/Land Line - - - - 966-533310 Telephone/Cell Phones 1,660 2,000 2,000 2,000 966-533500 Vehicle Fuel 119 750 400 750 966-533550 Vehicle Maintenance 57 225 50 225 Total Utility Services 1,836 2,975 2,450 2,975 Operations Support 966-534000 Postage 75 500 500 500 966-534100 Advertising 5,718 252,375 100,000 315,850 966-534105 Goodwill 995 1,750 1,750 1,750 966-534190 Recruitment Events 13,484 30,000 24,000 35,000 966-534200 Printing & Binding 1,054 1,500 1,500 1,500 966-534300 Equipment Maintenance-Copier 3,323 4,000 3,500 3,500 966-534400 Computer Licenses-Software 29,903 30,025 30,025 50,675 966-534500 Memberships-Organization 14,275 26,835 24,385 28,835 Total Operations Support 68,827 346,985 185,660 437,610 Staff Support 966-535100 Uniforms 643 725 725 800 966-535210 Employee Recognition-Morale 1,514 600 600 600 966-535300 Memberships-Staff Support - 2,250 1,000 2,525 966-535400 Publications 230 800 800 800 966-535500 Training/Travel 2,413 12,000 12,000 12,000 966-535510 Meeting Expenses-EDC Board 2,278 7,850 6,000 7,850 Total Staff Support 7,078 24,225 21,125 24,575 232 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 620-SED CORPORATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED City Assistance 966-537615 Small Business Grant Fund - 200,000 - 200,000 966-537650 Prospect Services - 2,500 2,500 5,000 Total City Assistance - 202,500 2,500 205,000 Professional Services 966-541200 Legal Svcs 12,920 15,000 15,000 15,000 966-541400 Auditor/Accounting Service 6,000 6,300 6,000 6,300 966-541450 Consulting Services 2,348 40,000 20,000 40,000 Total Professional Services 21,268 61,300 41,000 61,300 Fund Charges/Transfers 966-548600 Interfund Charges-Admin 504,669 506,984 506,984 542,221 966-548610 Interfund Charge-Fleet - - - - Total Charges/Transfers 504,669 506,984 506,984 542,221 Operating Equipment 966-571100 Furniture & Fixtures 2,145 2,500 2,180 2,500 966-571300 Computer & Periphe < $5000 362 2,000 1,780 2,500 Total Operating Equipment 2,507 4,500 3,960 5,000 TOTAL ECONOMIC DEVELOPMENT 610,084 1,161,669 775,015 1,300,881 TOTAL EXPENDITURES 4,884,469 4,300,707 775,015 10,050,960 OVER/UNDER 787,603 2,488,293 5,495,405 - FUNDING FROM RESERVES - (1,240,000) - (3,320,960) BEGINNING FUND BALANCE 20,231,023 21,018,626 21,018,626 26,514,031 ENDING FUND BALANCE 21,018,626 22,266,919 26,514,031 23,193,071 233 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 620-SED CORPORATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED GENERAL GOVERNMENT PROJECTS City Assistance 101-537600 Development Incentive Fund 224,385 3,139,038 - 3,000,079 Total City Assistance 224,385 3,139,038 - 3,000,079 Fund Charges/Transfer 101-548000 Contribution 4,050,000 1,240,000 - 5,750,000 Total Fund Charges/Transfers 4,050,000 1,240,000 - 5,750,000 TOTAL PROJECTS 4,274,385 3,139,038 - 8,750,079 TOTAL EXPENDITURES 8,934,469 5,540,707 775,015 10,050,960 OVER/UNDER 787,603 2,488,293 5,495,405 - FUNDING FROM RESERVES - (1,240,000) - (3,320,960) BEGINNING FUND BALANCE 20,231,023 21,018,626 21,018,626 26,514,031 ENDING FUND BALANCE 21,018,626 22,266,919 26,514,031 23,193,071 234 of 335 FUND: 106 SPECIAL EVENTS DESCRIPTION The Special Events Fund is designated to monitor and manage funds appropriated to host community events, sponsored or co-sponsored, by the City of Schertz. Events include: Kick Cancer/Walk for Life and the Hal Baldwin Scholarship Program. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Revenues Fund Transfers $(1,472) $0 $0 Miscellaneous 31,793 45,266 24,000 Total $30,793 $45,266 $24,000 Expenses Festival of Angels $0 $0 $0 Jubilee 0 0 0 Kick Cancer 4,284 9,849 10,000 SchertzQ/Fest 0 0 0 Sweetheart Court Program 0 0 0 Hal Baldwin Scholarship 16,632 14,707 14,000 Other Events 0 0 0 Total $20,915 $24,556 $24,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues are set at $24,000 each year and any additional covers event expenses. Expenses: The Special Events Fund FY 2022-23 Budget is set at $24,000 with no change in operations. 235 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 106 - SPECIAL EVENTS FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Fund Transfers 000-481000 Transfer In - Reserves - - - - 000-486101 Transfer In-General Fund (1,472) - - - Total Fund Transfers (1,472) - - - Miscellaneous 000-491200 Investment Income 18 - 45 - 000-492200 Kick Cancer 2,795 10,000 9,595 10,000 000-493000 July 4th Activities - - - - 000-493150 SchertzQ - - - - 000-493455 Proceeds-Festival of Angels - - - - 000-493460 Schertz Sweetheart - - - - 000-493470 Moving on Main - - - - 000-493621 Hal Baldwin Scholarship 28,980 14,000 35,626 14,000 000-497000 Misc Income - Special Events - - - - Total Miscellaneous 31,793 24,000 45,266 24,000 TOTAL REVENUES 30,321 24,000 45,266 24,000 236 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 106 - SPECIAL EVENTS FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED FINANCIAL SUMMARY Revenue Summary Fund Transfers (1,472) - - - Miscellaneous 31,793 24,000 45,266 24,000 TOTAL REVENUES 30,321 24,000 45,266 24,000 Expenditure Summary CULTURAL FESTIVAL OF ANGELS - - - - 4th OF JULY JUBILEE - - - - KICK CANCER 4,284 10,000 9,849 10,000 SCHERTZ FEST - - - - SWEETHEART EVENT - - - - HAL BALDWIN SCHOLARSHIP 16,632 14,000 14,707 14,000 OTHER EVENTS - - - - TOTAL CULTURAL 20,916 24,000 24,556 24,000 TOTAL EXPENDITURES 20,916 24,000 24,556 24,000 OVER/UNDER 9,405 - 20,710 - FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 112,163 121,568 121,568 142,278 ENDING FUND BALANCE 121,568 121,568 142,278 142,278 237 of 335 FUND: 110 Public, Educational, and Government (PEG) Access Fund DESCRIPTION The PEG Fund is dedicated to provide communication infrastructure in the City. This will allow the City to better reach the citizens with necessary information. This fund is commonly used for public access television and institutional network capacity. Currently the level of funding from the collected fees is not great enough to warrant a public access channel but could be used so in the future. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenues $78,746 $90,000 $90,000 Expenses Operating Equipment 0 350,000 0 Capital Outlay 0 517,521 0 Projects 0 0 60,000 Total $0 $867,521 $60,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are not expected to change from the FY 2021-22 year-end estimates Expenses: The PEG Fund FY 2022-23 Budget decreased to $60,000 from the FY 2021-22 year-end estimates with the continued implementation of the communication master plan. 238 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 110-PEG FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Franchises 78,746 110,000 90,000 90,000 Fund Transfers - 757,521 - - TOTAL REVENUES 78,746 867,521 90,000 90,000 Expenditure Summary General Government - - 867,521 - Projects - 867,521 - 60,000 TOTAL EXPENDITURES - 867,521 867,521 60,000 OVER/UNDER 78,746 - (777,521) 30,000 FUNDING FROM RESERVES - (757,521) - - BEGINNING FUND BALANCE 810,393 889,139 889,139 111,618 ENDING FUND BALANCE 889,139 131,618 111,618 141,618 239 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 110-PEG FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Franchises 000-421350 Time Warner 46,224 60,000 60,000 60,000 000-421465 AT&T 32,522 50,000 30,000 30,000 Total Franchises 78,746 110,000 90,000 90,000 Fund Transfers 000-481000 Transfer In - Reserves - 757,521 - - Total Fund Transfers - 757,521 - - TOTAL REVENUES 78,746 867,521 90,000 90,000 240 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 110-PEG FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED EXPENDITURES Utility Services 101-533300 Telephone - - - - Total Utility Services - - - - Professional Services 900-541110 Communication Plan - - - - Total Professional Services - - - - Rental/Leasing 101-561200 Lease/Purchase Payments - - - - Total Rental/Leasing - - - - Operating Equipment 900-571400 Communication Equipment-Min - - 350,000 - Total Rental/Leasing - - 350,000 - Capital Outlay 101-581400 Communication Equipment - - 517,521 - Total Capital Outlay - - 517,521 - TOTAL EXPENDITURES - - 867,521 - 241 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 110-PEG FUND FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED PROJECTS Professional Services 900-541110 Communication Plan - - - 60,000 Total Professional Services - - - 60,000 Operating Equipment 101-571400 Communication Equipment - 350,000 - - Total Rental/Leasing - 350,000 - - Capital Outlay 101-581400 Communication Equipment - 517,521 - - Total Capital Outlay - 517,521 - - TOTAL EXPENDITURES - 867,521 - 60,000 OVER/UNDER 78,746 - (777,521) 30,000 FUNDING FROM RESERVES - (757,521) - - BEGINNING FUND BALANCE 810,393 889,139 889,139 111,618 ENDING FUND BALANCE 889,139 131,618 111,618 141,618 242 of 335 FUND: 314 HOTEL/MOTEL OCCUPANCY TAX DESCRIPTION Revenues for the Hotel/Motel Fund are derived from a 7% tax on rooms rented in the City. There are five hotels in Schertz; the Best Western Plus with 61 rooms, Hampton Inn with 98 rooms, La Quinta with 81 rooms and Fairfield Inn with 118 rooms and Candlewood Suites with 80 rooms. These revenues are used to support Schertz as a destination location. Advertising campaigns to increase awareness of all Schertz has to offer reach citizens all across the State and beyond. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Taxes $518,925 $640,000 $640,000 Miscellaneous 2,095 5,150 8,500 Total $521,016 $645,150 $648,500 Expenses City Support Services $67,977 $112,466 $118,000 Operations Support 17,459 24,000 31,000 Professional Services 6,565 3,750 4,000 Fund Charges/Transfers 72,464 74,443 69,915 Building Maintenance 164,304 54,677 50,000 Operating Equipment 0 44,888 0 Capital Outlay 0 28,200 0 Total $335,764 $342,424 $272,915 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenue for FY 2022-23 Budget is expected to increase 0.5% from the FY 2021-22 year end estimates. Expenses: The Hotel Motel Tax Fund FY 2022-23 Budget decrease 20.3% from FY 2021-22 year end estimates due to one time purchases in FY 21-22 for banquet chairs and an event management software for the civic center. 243 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 314-HOTEL TAX FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Taxes 518,921 520,000 640,000 640,000 Miscellaneous 2,095 5,250 5,150 8,500 TOTAL REVENUES 521,016 1,675,250 645,150 648,500 Expenditure Summary City Support Services 67,977 112,466 112,466 118,000 Operations Support 17,459 31,000 24,000 31,000 Professional Services 6,565 3,500 3,750 4,000 Fund Charges 72,464 74,443 74,443 69,915 Maintenance Services 164,304 50,000 54,677 50,000 Operating Equipment - 44,888 44,888 - Capital Outlay - 20,000 28,200 - TOTAL EXPENDITURES 335,764 336,297 342,424 272,915 OVER/UNDER 185,252 1,338,953 302,726 375,585 FUNDING FROM RESERVES - (1,150,000) - - BEGINNING FUND BALANCE 1,931,211 2,116,463 2,116,463 2,419,189 ENDING FUND BALANCE 2,116,463 2,305,416 2,419,189 2,794,774 244 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 314-HOTEL TAX FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES Taxes 000-411800 Hotel Occupancy Tax 518,921 520,000 640,000 640,000 Total Taxes 518,921 520,000 640,000 640,000 Fund Transfers 000-481000 Transfer From Reserves - 1,150,000 - - Total Fund Transfers - 1,150,000 - - Miscellaneous 000-491000 Interest Earned 80 250 150 500 000-491200 Investment Income 2,015 5,000 5,000 8,000 000-497000 Misc Income - - - - Total Miscellaneous 2,095 5,250 5,150 8,500 TOTAL REVENUES 521,016 1,675,250 645,150 648,500 245 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 314-HOTEL TAX FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES Supplies 101-521000 Operating Expense 6,995 - - - Total Supplies 6,995 - - - City Support Services 101-532800 Special Events 67,977 62,466 62,466 68,000 101-532820 Community Programs - 50,000 50,000 50,000 Total City Support Services 67,977 112,466 112,466 118,000 Operations Support 101-534100 Advertising - 14,000 8,000 15,000 101-534120 Advertising - Billboards 17,459 17,000 16,000 16,000 Total Operations Support 17,459 31,000 24,000 31,000 Professional Services 101-541300 Other Consult/Prof Services 3,565 500 750 500 101-541400 Auditor/Accounting Services 3,000 3,000 3,000 3,500 Total Professional Services 6,565 3,500 3,750 4,000 Fund Charges/Transfers 101-548100 Interfund Transfer Out 72,464 74,443 74,443 69,915 Total Fund Charges/Transfers 72,464 74,443 74,443 69,915 Maintenance Services 101-551100 Building Maintenance 164,304 50,000 54,677 50,000 Total Maintenance Services 164,304 50,000 54,677 50,000 Operating Equipment 101-571500 Operating Equipment - 44,888 44,888 - Total Operating Equipment - 44,888 44,888 - 246 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 314-HOTEL TAX FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED Capital Outlay 101-581200 Vehicles & Access. over $5,000 - - - - 101-581750 Civic Center Improvements - 20,000 28,200 - Total Capital Outlay - 20,000 28,200 - TOTAL NONDEPARTMENTAL 335,764 336,297 342,424 272,915 OVER/UNDER 185,252 1,338,953 302,726 375,585 FUNDING FROM RESERVES - (1,150,000) - - BEGINNING FUND BALANCE 1,931,211 2,116,463 2,116,463 2,419,189 ENDING FUND BALANCE 2,116,463 2,305,416 2,419,189 2,794,774 247 of 335 FUND: 317 PARK FUND DESCRIPTION The Park Fund is a special fund designated to monitor and manage funds for the management of the City of Schertz Urban Forest and capital improvements of the City of Schertz Park System. The Fund is composed of parkland dedication revenues. Revenues are derived from developer fees (in lieu of parkland dedication), local citizen groups, state, local nonprofit neighborhood associations, home owners associations (HOA’s), regional non-profit grants, and donations. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $0 $318,000 $318,000 Fund Transfers 0 0 0 Miscellaneous 294 1,025 1,025 Total $294 $319,025 $319,025 Expenses Professional Services $4,500 $25,000 $25,000 Operating Equipment 0 0 0 Capital Outlay 0 100,000 100,000 Total $4,500 $125,000 $125,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2022-23 Budget is expected to be equal to the FY 2021-22 year end estimates. Expenses: The FY 2022-23 Budget is not expected to change from FY 2021-22 year end estimate. 248 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 317-PARK FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SUMMARY RECAP Revenue Summary Fees - 318,000 318,000 318,000 Fund Transfers - - - - Miscellaneous 294 1,025 1,025 1,025 TOTAL REVENUES 294 319,025 319,025 319,025 Expenditure Summary Public Environment Parkland Dedication 5,512 125,000 125,000 125,000 Total Expenditures 5,512 125,000 125,000 125,000 TOTAL EXPENDITURES 5,512 125,000 125,000 125,000 OVER/UNDER (5,218) 194,025 194,025 194,025 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 297,453 292,235 292,235 486,260 ENDING FUND BALANCE 292,235 486,260 486,260 680,285 249 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 317-PARK FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES Fees 000-458800 Parkland Dedication - 318,000 318,000 318,000 Total Fees - 318,000 318,000 318,000 Fund Transfers 000-481000 Transfer In-Reserves - - - - Total Fund Transfers - - - - Miscellaneous 000-491000 Interest Earned 10 25 25 25 000-491200 Investment Income 284 1,000 1,000 1,000 Total Miscellaneous 294 1,025 1,025 1,025 TOTAL REVENUES 294 319,025 319,025 319,025 250 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 317-PARK FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES PARKLAND DEDICATION Professional Services 301-541300 Other Consl/Prof Services 4,500 25,000 25,000 25,000 Total Professional Services 4,500 25,000 25,000 25,000 Operating Equipment 301-571000 Signs/Fixtures - - - - 301-571700 Improvements Under $5,000 - - - - Total Operating Equipment - - - - Capital Outlay 301-581010 Land Purchase 1,012 - - - 301-581700 Improvements Over $5,000 - 100,000 100,000 100,000 Total Capital Outlay 1,012 100,000 100,000 100,000 TOTAL PARKLAND DEDICATION 5,512 125,000 125,000 125,000 TOTAL EXPENDITURES 5,512 125,000 125,000 125,000 OVER/UNDER (5,218) 194,025 194,025 194,025 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 297,453 292,235 292,235 486,260 ENDING FUND BALANCE 292,235 486,260 486,260 680,285 251 of 335 FUND: 319 TREE MITIGATION DESCRIPTION Tree mitigation fund is a special fund that is derived from revenue from permits for tree removal issued in connection with a building permit, subdivision plan, and site plan. These funds are used to replace trees on City Parks, City owned property, Public lands, and SCUCISD school property. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $219,513 $70,000 $70,000 Miscellaneous 650 2,540 1,400 Total $220,163 $72,540 $71,400 Expenses Maintenance Services $35,495 $70,000 $70,000 Total $35,495 $70,000 $70,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2022-23 Budget is expected to increase by 1.5% from 2021-22 year-end estimate with no changes to the operation. Expenses: The FY 2022-23 Budget will not change from the FY 2021-22 year-end estimate. 252 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 319-TREE MITIGATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SUMMARY RECAP Revenue Summary Fees 219,513 70,000 70,000 70,000 Miscellaneous 651 1,400 2,540 1,400 TOTAL REVENUES 220,164 71,400 72,540 71,400 Expenditure Summary Public Environment Maintenance Services 35,495 70,000 70,000 70,000 Total Public Environment 35,495 70,000 70,000 70,000 TOTAL EXPENDITURES 35,495 70,000 70,000 70,000 OVER/UNDER 184,669 1,400 2,540 1,400 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 278,559 463,228 463,228 465,768 ENDING FUND BALANCE 463,228 464,628 465,768 467,168 253 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 319-TREE MITIGATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES Fees 000-458900 Tree Mitigation 219,513 70,000 70,000 70,000 Total Fees 219,513 70,000 70,000 70,000 Miscellaneous 000-491000 Interest Earned 21 200 40 200 000-491200 Investment Income 630 1,200 2,500 1,200 000-497000 Misc Income - - - - Total Miscellaneous 651 1,400 2,540 1,400 TOTAL REVENUES 220,164 71,400 72,540 71,400 254 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 319-TREE MITIGATION FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES TREE MITIGATION Maintenance Services 302-551110 Trees 35,495 70,000 70,000 70,000 Total Maintenance Services 35,495 70,000 70,000 70,000 TOTAL TREE MITIGATION 35,495 70,000 70,000 70,000 OVER/UNDER 184,669 1,400 2,540 1,400 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 278,559 463,228 463,228 465,768 ENDING FUND BALANCE 463,228 464,628 465,768 467,168 255 of 335 FUND: 431 ROADWAY IMPACT FEE AREA 1 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $211,937 $220,000 $250,000 Miscellaneous 592 1,550 5,200 Total $212,529 $221,550 $255,200 Expenses Non Departmental $1,979 $2,000 $5,000 Projects 0 88,173 0 Total $1,979 $90,173 $5,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. 256 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 431-Capital Recovery-Rdwys Area 1 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SUMMARY RECAP Revenue Summary Fees 211,937 200,000 220,000 250,000 Miscellaneous 592 900 1,550 5,200 TOTAL REVENUES 212,529 200,900 221,550 255,200 Expenditure Summary General Government Non Departmental 1,979 5,000 2,000 5,000 Total Public Environment 1,979 5,000 2,000 5,000 TOTAL EXPENDITURES 1,979 5,000 2,000 5,000 OVER/UNDER 210,550 195,900 219,550 250,200 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 337,872 548,422 548,422 767,972 ENDING FUND BALANCE 548,422 744,322 767,972 1,018,172 257 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 431-Capital Recovery-Rdwys Area 1 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES 431-Capital Recovery-Rdwys Area 1 000-455921 CapitalRcvry-RoadwaysSrvArea1 211,937 200,000 220,000 250,000 Total Fees 211,937 200,000 220,000 250,000 Miscellaneous 000-491000 Interest Earned 195 300 50 200 000-491200 Investment Income 397 600 1,500 5,000 Total Miscellaneous 592 900 1,550 5,200 TOTAL REVENUES 212,529 200,900 221,550 255,200 258 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 431-Capital Recovery-Rdwys Area 1 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES Non Departmental Professional Services 101-541300 Professional Services 1,979 5,000 2,000 5,000 Total Professional Services 1,979 5,000 2,000 5,000 Fund Charges/Transfers 101-548404 Transfer Out-Capital Projects - - - - Total Fund Charges/Transfers - - - - TOTAL CAPITAL RECOVERY-RDWYS AREA 1 1,979 5,000 2,000 5,000 OVER/UNDER 210,550 195,900 219,550 250,200 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 337,872 548,422 548,422 767,972 ENDING FUND BALANCE 548,422 744,322 767,972 1,018,172 259 of 335 FUND: 432 ROADWAY IMPACT FEE AREA 2 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $163,823 $350,000 $200,000 Miscellaneous 249 850 1,600 Total $164,071 $350,850 $201,600 Expenses Non Departmental $39,148 $53,147 $55,000 Total $39,148 $53,147 $55,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $55,000 for any professional services or studies that need to be completed. 260 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 432-Capital Recovery-Rdwys Area 2 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SUMMARY RECAP Revenue Summary Fees 163,823 120,000 350,000 200,000 Miscellaneous 249 400 850 1,600 TOTAL REVENUES 164,072 120,400 350,850 201,600 Expenditure Summary General Government Non Departmental 39,148 29,000 53,147 55,000 Total Public Environment 39,148 29,000 53,147 55,000 TOTAL EXPENDITURES 39,148 29,000 53,147 55,000 OVER/UNDER 124,924 91,400 297,703 146,600 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 145,851 270,775 270,775 568,478 ENDING FUND BALANCE 270,775 362,175 568,478 715,078 261 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 432-Capital Recovery-Rdwys Area 2 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES 432-Capital Recovery-Rdwys Area 2 000-455922 CapitalRcvry-RoadwaysSrvArea2 163,823 120,000 350,000 200,000 Total Fees 163,823 120,000 350,000 200,000 Miscellaneous 000-491000 Interest Earned 89 200 50 100 000-491200 Investment Income 159 200 800 1,500 Total Miscellaneous 248 400 850 1,600 TOTAL REVENUES 164,071 120,400 350,850 201,600 262 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 432-Capital Recovery-Rdwys Area 2 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES Non Departmental City Assistance 101-537600 Development Icentive Fund 39,148 24,000 49,147 50,000 Total City Assistance 39,148 24,000 49,147 50,000 Professional Services 101-541300 Professional Services - 5,000 4,000 5,000 Total Fund Charges/Transfers - 5,000 4,000 5,000 Fund Charges/Transfers 101-548404 Transfer Out-Capital Projects - - - - Total Fund Charges/Transfers - - - - TOTAL CAPITAL RECOVERY-RDWYS AREA 1 39,148 29,000 53,147 55,000 OVER/UNDER 124,924 91,400 297,703 146,600 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 145,851 270,775 270,775 568,478 ENDING FUND BALANCE 270,775 362,175 568,478 715,078 263 of 335 FUND: 433 ROADWAY IMPACT FEE AREA 3 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $523,919 $240,000 $375,000 Miscellaneous 977 3,535 5,050 Total $524,896 $243,535 $380,050 Expenses Non Departmental $0 $4,000 $5,000 Total $0 $4,000 $5,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. 264 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 433-Capital Recovery-Rdwys Area 3 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SUMMARY RECAP Revenue Summary Fees 523,919 400,000 240,000 375,000 Miscellaneous 977 1,500 3,535 5,050 TOTAL REVENUES 524,896 401,500 243,535 380,050 Expenditure Summary General Government Non Departmental - 5,000 4,000 5,000 Total Public Environment - 5,000 4,000 5,000 TOTAL EXPENDITURES - 5,000 4,000 5,000 OVER/UNDER 524,896 396,500 239,535 375,050 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 447,634 972,530 972,530 1,212,065 ENDING FUND BALANCE 972,530 1,369,030 1,212,065 1,587,115 265 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 433-Capital Recovery-Rdwys Area 3 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES 433-Capital Recovery-Rdwys Area 3 000-455923 CapitalRcvry-RoadwaysSrvArea3 523,919 400,000 240,000 375,000 Total Fees 523,919 400,000 240,000 375,000 Miscellaneous 000-491000 Interest Earned 442 900 35 50 000-491200 Investment Income 535 600 3,500 5,000 Total Miscellaneous 977 1,500 3,535 5,050 TOTAL REVENUES 524,896 401,500 243,535 380,050 266 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 433-Capital Recovery-Rdwys Area 3 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES Non Departmental Professional Services 101-541300 Professional Services - 5,000 4,000 5,000 Total Professional Services - 5,000 4,000 5,000 Fund Charges/Transfers 101-548404 Transfer Out-Capital Projects - - - - Total Fund Charges/Transfers - - - - TOTAL CAPITAL RECOVERY-RDWYS AREA 1 - 5,000 4,000 5,000 OVER/UNDER 524,896 396,500 239,535 375,050 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 447,634 972,530 972,530 1,212,065 ENDING FUND BALANCE 972,530 1,369,030 1,212,065 1,587,115 267 of 335 FUND: 434 ROADWAY IMPACT FEE AREA 4 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $3,033 $2,000 $3,000 Miscellaneous 9 25 40 Total $3,042 $2,025 $3,040 Expenses Non Departmental $0 $3,338 $3,000 Total $0 $3,338 $3,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $3,000 for any professional services or studies that need to be completed. 268 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 434-Capital Recovery-Rdwys Area 4 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government SUMMARY RECAP Revenue Summary Fees 3,033 5,000 2,000 3,000 Miscellaneous 9 65 25 40 TOTAL REVENUES 3,042 5,065 2,025 3,040 Expenditure Summary General Government Non Departmental - 5,000 3,338 3,000 Total Public Environment - 5,000 3,338 3,000 TOTAL EXPENDITURES - 5,000 3,338 3,000 OVER/UNDER 3,042 65 (1,313) 40 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 6,269 9,311 9,311 7,998 ENDING FUND BALANCE 9,311 9,376 7,998 8,038 269 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 434-Capital Recovery-Rdwys Area 4 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government REVENUES 434-Capital Recovery-Rdwys Area 4 000-455924 CapitalRcvry-RoadwaysSrvArea4 3,033 5,000 2,000 3,000 Total Fees 3,033 5,000 2,000 3,000 Miscellaneous 000-491000 Interest Earned 3 15 5 10 000-491200 Investment Income 6 50 20 30 Total Miscellaneous 9 65 25 40 TOTAL REVENUES 3,042 5,065 2,025 3,040 270 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 434-Capital Recovery-Rdwys Area 4 FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED General Government EXPENDITURES Non Departmental Professional Services 101-541300 Professional Services - 5,000 3,338 3,000 Total Professional Services - 5,000 3,338 3,000 Fund Charges/Transfers 101-548404 Transfer Out-Capital Projects - - - - Total Fund Charges/Transfers - - - - TOTAL CAPITAL RECOVERY-RDWYS AREA 1 - 5,000 3,338 3,000 OVER/UNDER 3,042 65 (1,313) 40 FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 6,269 9,311 9,311 7,998 ENDING FUND BALANCE 9,311 9,376 7,998 8,038 271 of 335 FUND: 609 LIBRARY FUND DESCRIPTION The purpose of the Library Advisory Board is to provide citizen input to the City of Schertz on Library policy and operation and to raise community awareness of the library and its services. The Library Advisory Board oversees various fund-raising activities including the operation of the Read Before Bookstore and book consignment sales with all proceeds providing supplementary funding for library materials, programs, projects and building enhancements. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees Fund Transfers $9,104 0 $16,000 7,200 $17,000 5,165 Miscellaneous 124 73 35 Total $9,228 $23,273 $22,200 Expenses Supplies $210 $100 $200 City Support Services 10,947 12,000 12,000 Operating Equipment 8,551 10,000 10,000 Total $19,708 $22,100 $22,200 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2022-23 is expected to decrease 4.6% from the FY 2021-22 estimate due to the lower budgeted amount for fund transfers to balance the overall budget. Expenses: The Library Fund’s FY 2022-23 Budget will increase 0.5% from the FY 2021-22 year end estimate for the increase in operating supply purchases. 272 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 609-LIBRARY BOARD FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Fees 9,104 16,000 16,000 17,000 Miscellaneous 124 200 73 35 TOTAL REVENUES 9,228 23,400 23,273 22,200 Expenditure Summary Library Board 19,708 23,400 22,100 22,200 TOTAL EXPENDITURES 19,708 23,400 22,100 22,200 OVER/UNDER (10,480) - 1,173 - FUNDING FROM RESERVES - (7,200) (7,200) (5,165) BEGINNING FUND BALANCE 85,524 75,044 75,044 69,017 ENDING FUND BALANCE 75,044 67,844 69,017 63,852 273 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 609-LIBRARY BOARD FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Fees 000-458100 Sale of Merchandise 9,104 16,000 16,000 17,000 Total Fees 9,104 16,000 16,000 17,000 Fund Transfers 000-481000 Transfer From Reserves - 7,200 7,200 5,165 Total Fund Transfers - 7,200 7,200 5,165 Miscellaneous 000-491000 Interest Earned 63 100 50 25 000-491200 Investment Income 48 100 20 10 000-493000 Donations - - - - 000-497000 Misc Income 13 - 3 - Total Miscellaneous 124 200 73 35 TOTAL REVENUES 9,228 23,400 23,273 22,200 274 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 609-LIBRARY BOARD FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED EXPENDITURES LIBRARY BOARD Supplies 101-521000 Operating Supplies 210 200 100 200 Total Supplies 210 200 100 200 City Support Services 101-532800 Special Events 10,947 12,000 12,000 12,000 Total City Support Services 10,947 12,000 12,000 12,000 Operating Equipment 101-571000 Furniture & Fixtures - 1,200 - - 101-571400 Library Materials 8,551 10,000 10,000 10,000 101-571500 Improvement Under $5,000 - - - - Total Operating Equipment 8,551 11,200 10,000 10,000 TOTAL EXPENDITURES 19,708 23,400 22,100 22,200 OVER/UNDER (10,480) - 1,173 - FUNDING FROM RESERVES - (7,200) (7,200) (5,165) BEGINNING FUND BALANCE 85,524 75,044 75,044 69,017 ENDING FUND BALANCE 75,044 67,844 69,017 63,852 275 of 335 FUND: 615 HISTORICAL COMMITTEE MISSION STATEMENT To gather, preserve, and make available to the public historical information regarding people, places, and events that have contributed to the development of the City of Schertz. DESCRIPTION This function is funded from the Special Events Fund by a transfer. The Historical Committee reviews locations for possible historic value and distributes books about the history of Schertz. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $590 $1,943 $1,000 Fund Transfers 3,109 10,750 10,750 Total $3,702 $12,693 $11,750 Expenses Supplies $247 $1,500 $1,500 Operations Support 0 500 500 Staff Support 0 5,871 5,150 Professional Services 100 1,600 1,600 Operating Equipment 2,762 3,000 3,000 Total $3,109 $12,471 $11,750 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2022-23 will remain at the same funding allocation as FY 2021-22. Expenses: The Historical Committee’s FY 2022-23 Budget will remain the same as the FY 2021-22 Budget. 276 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 615-HISTORICAL COMMITTEE FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED SUMMARY RECAP Revenue Summary Fees 590 1,000 1,943 1,000 Fund Transfers 3,109 10,750 10,750 10,750 Miscellaneous 2 - - - TOTAL REVENUES 3,701 11,750 12,693 11,750 Expenditure Summary Historical Committee 3,109 11,750 12,471 11,750 TOTAL EXPENDITURES 3,109 11,750 12,471 11,750 OVER/UNDER 592 - 222 - FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 13,113 13,705 13,705 13,927 ENDING FUND BALANCE 13,705 13,705 13,927 13,927 277 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 615-HISTORICAL COMMITTEE FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED REVENUES Fees 000-458100 Sale of Merchandise 590 1,000 1,943 1,000 Total Fees 590 1,000 1,943 1,000 Fund Transfers 000-486101 Transfer In - General Fund - 10,750 10,750 10,750 000-486106 Transfer In - Special Events 3,109 - - - Total Fund Transfers 3,109 10,750 10,750 10,750 Miscellaneous 000-497000 Misc. Income 2 - - - Total Miscellaneous 2 - - - TOTAL REVENUES 3,701 11,750 12,693 11,750 278 of 335 C I T Y OF S C H E R T Z OPERATING BUDGET 2022-23 615-HISTORICAL COMMITTEE FY 2020-21 ACTUAL FY 2021-22 BUDGET FY 2021-22 ESTIMATE FY 2022-23 ADOPTED EXPENDITURES HISTORICAL COMMITTEE Supplies 609-521000 Operating Supplies 247 1,500 1,500 1,500 Total Supplies 247 1,500 1,500 1,500 Operations Support 609-534200 Printing and Binding - 500 500 500 Total Operations Support - 500 500 500 Staff Support 609-535200 Awards - 1,000 1,721 1,000 609-535300 Memberships - 150 150 150 609-535500 Travel/Training - 4,000 4,000 4,000 Total Staff Support - 5,150 5,871 5,150 Professional Services 609-541300 Other Professional Services 100 1,600 1,600 1,600 Total Professional Services 100 1,600 1,600 1,600 Operating Equipment 609-571810 Event Banners 2,762 3,000 3,000 3,000 Total Operating Equipment 2,762 3,000 3,000 3,000 TOTAL EXPENDITURES 3,109 11,750 12,471 11,750 OVER/UNDER 592 - 222 - FUNDING FROM RESERVES - - - - BEGINNING FUND BALANCE 13,113 13,705 13,705 13,927 ENDING FUND BALANCE 13,705 13,705 13,927 13,927 279 of 335 FY 2022-2023 POSITION AUTHORIZATION POSITION TITLE PAY GRADE FY2020-21 FY2021-22 FY2022-23 City Manager Council Discretion 1 1 1 Assistant City Manager 139 2 2 2 Assistant to the City Manager 132 1 1 1 Administrative Assistant 112 1 1 1 Total 5 5 5 Court Administrator 124 1 1 1 Senior Deputy Court Clerk 116 1 1 1 Deputy Court Clerk 113 2 2 2 Total 4 4 4 Customer Relations Representative 110 2 2 2 Customer Relations Representative (20 Hours)110 1 1 1 Total 3 3 3 Planning Manager 127 0 0 1 Planner 120 2 2 2 Planner - Senior 124 2 2 1 Total 4 4 4 City Secretary Council Discretion 1 1 1 Deputy City Secretary 118 1 1 1 Total 2 2 2 Director 131 1 1 1 Administrative Assistant 112 1 1 1 Public Affairs Communications Manager 120 1 1 1 Marketing & Communication Specialist 116 1 1 1 Total 4 4 4 City Engineer 135 1 1 1 Engineer - PE 128 3 3 4 Engineer - Graduate 121 1 1 1 Engineer - Senior Graduate 123 1 1 1 Engineering Inspector 119 2 2 3 Total 8 8 10 GIS Administrator 124 1 1 1 GIS Specialist 118 1 1 2 Total 2 2 3 GIS (174) CITY MANAGER (151) MUNICIPAL COURT (152) CUSTOMER RELATIONS 311(153) PLANNING AND ZONING (154) CITY SECRETARY (164) PUBLIC AFFAIRS (170) ENGINEERING (173) Updated 10/1/2022 1 of 6 280 of 335 FY 2022-2023 POSITION AUTHORIZATION POSITION TITLE PAY GRADE FY2020-21 FY2021-22 FY2022-23 Utility Billing Manager 121 1 1 1 Utility Billing Assistant Manager 116 1 1 1 Utility Billing Clerk 110 4 5 5 Meter Technician 112 3 2 2 Total 9 9 9 Police Chief 135 1 1 1 Assistant Police Chief 131 1 1 1 Police Lieutenant Public Safety 4 4 4 Police Captain Public Safety 1 1 1 Police Sergeant Public Safety 7 7 7 Police Corporal Public Safety 14 14 14 Police Officer Public Safety 36 37 40 Administrative Assistant 112 2 2 2 Police Records Office Manager 119 1 1 1 Police Records Specialist 112 2 2 3 Civilian Evidence Technician 120 1 2 2 Crime Victim Liaison 119 1 1 1 Public Safety Communications Manager 121 1 1 1 Communications Shift Supervisor 117 4 4 4 Communications Officer 115 12 12 12 P/T Communications Officer (Irregular)115 3 3 3 Crossing Guards Seasonal (P/T) (267 hours Annual)16 16 16 Total 107 109 113 Fire Chief 135 1 1 1 Assistant Fire Chief 131 1 1 1 Fire Marshal Public Safety 1 1 1 Deputy Fire Marshal Public Safety 1 1 1 Fire Inspector Public Safety 0 0 1 Training/Safety Officer - Fire Public Safety 1 1 1 Emergency Management Coordinator 128 1 1 1 Battalion Chief Public Safety 3 3 3 Fire Lieutenant Public Safety 9 9 9 Fire Apparatus Operator Public Safety 9 9 9 Firefighter Public Safety 18 18 21 Administrative Assistant 112 1 1 1 Total 46 46 50 Director of Planning & Community Development 135 1 1 1 Chief Building Official 128 1 1 1 Administrative Assistant 112 1 1 1 Building Inspector 116 5 5 5 Plans Examiner 119 1 1 2 Permit Technician 110 2 2 3 Development Specialist 114 1 1 1 Total 12 12 14 UTILITY BILLING (176) POLICE (256) FIRE RESCUE (257) INSPECTIONS (258) Updated 10/1/2022 2 of 6 281 of 335 FY 2022-2023 POSITION AUTHORIZATION POSITION TITLE PAY GRADE FY2020-21 FY2021-22 FY2022-23 Neighborhood Services Manager 122 1 1 1 Code Enforcement Officer 115 3 3 4 Sanitarian 118 1 1 1 Total 5 5 6 EMS Director 135 1 1 1 EMS Division Chief - Operations Public Safety 1 1 1 EMS Division Chief - Clinical Public Safety 1 1 1 Community Health Coordinator Public Safety 1 1 1 Training Coordinator Public Safety 1 1 1 Training Instructor Public Safety 1 1 1 Administrative Assistant 112 1 1 1 EMS Office Manager 121 1 1 1 EMS Billing Specialist 113 3 3 3 MIH Paramedic Public Safety 1 1 1 EMS Battalion Chief Public Safety 3 3 3 EMS Field Training Officer Public Safety 3 3 3 EMS Lieutenant Public Safety 3 3 3 Paramedic Public Safety 28 30 38 P/T Paramedics (Irregular)121 15 15 15 EMT Public Safety 6 6 6 P/T EMT (Irregular)117 5 5 5 Supply Coordinator (P/T)110 1 1 1 Total 76 78 86 Streets & Drainage Manager 126 1 1 1 Street Superintendent 120 1 1 1 Street Crew Supervisor 116 1 1 1 Street Worker II 113 5 5 5 Street Worker I 110 7 7 7 Traffic Signal & Sign Technician 113 2 2 2 Total 17 17 17 Director of Parks, Recreation & Community Services 133 1 1 1 Administrative Assistant 112 1 1 1 Parks Manager 123 1 1 1 Parks Maintenance Crew Supervisor 116 1 1 1 Park Maintenance Technician 110 5 5 8 Park Maintenance Technician (P/T)110 1 1 1 Seasonal Park Workers (980 hours Annual, 40 hours per week)110 1 1 1 Recreation Manager 120 1 1 1 Recreation Coordinator 0 0 1 Events Specialist 112 1 1 1 Total 13 13 17 Civic Center Manager 120 1 1 1 Civic & Community Centers Coordinator 116 1 1 1 Event Attendant 110 2 3 4 Event Attendant (28 Hours)110 2 1 1 Total 6 6 7 EMS (280) STREETS (359) PARKS, RECREATION, & COMMUNITY SERVICES (460) EVENT FACILITIES (464) NEIGHBORHOOD SERVICES (259) Updated 10/1/2022 3 of 6 282 of 335 FY 2022-2023 POSITION AUTHORIZATION POSITION TITLE PAY GRADE FY2020-21 FY2021-22 FY2022-23 Public Works Director 135 1 1 1 Water/Wastewater Manager 130 1 1 1 Administrative Manager 119 1 1 1 Customer Relations Representative 110 1 1 1 Total 4 4 4 Schertz Seguin Local Government Corp (SSLGC) General Manager 134 1 1 1 Schertz Seguin Local Government Corp (SSLGC) Assistant General Manager 132 1 1 1 Water/Wastewater Superintendent 125 1 1 1 SCADA Technician 125 0 1 1 Water/Wastewater Supervisor 118 1 2 2 Service Worker Crew Leader 1 0 0 Service Worker II 117 5 5 5 Service Worker I 114 10 10 10 Total 20 21 21 Drainage Superintendent 117 1 1 1 Drainage Worker II 113 2 2 2 Drainage Worker I 110 5 5 5 Total 8 8 8 Library Director 131 1 1 1 Librarian 119 3 3 3 Library Technician 111 2 2 2 Library Assistant 110 3 3 3 Library Assistant (20 hrs)110 7 7 9 Library Assistant (10 hrs)110 2 4 2 Programming Specialist (20 hrs)110 1 1 2 Library Page (10 hours)2 0 0 Total 21 21 22 Animal Services Manager 121 1 1 1 Animal Services Officer 112 4 4 4 Animal Services Technician 110 3 4 4 Kennel Technician (P/T)2 0 0 Total 10 9 9 IT Director 135 1 1 1 Senior Systems Administrator 124 1 1 1 Computer Systems Support Engineer 120 1 1 1 Administrative Assistant 112 1 1 1 IT Support Specialist 117 3 3 3 Public Safety Systems Administrator 120 1 1 2 Total 8 8 9 WATER & SEWER (575) DRAINAGE (579) LIBRARY (665) ANIMAL SERVICES (762) INFORMATION TECHNOLOGY (853) PUBLIC WORKS (575) Updated 10/1/2022 4 of 6 283 of 335 FY 2022-2023 POSITION AUTHORIZATION POSITION TITLE PAY GRADE FY2020-21 FY2021-22 FY2022-23 Human Resources Director 134 1 1 1 Human Resources Manager 125 1 1 1 Human Resources Senior Generalist 119 1 1 1 Human Resources Generalist 117 1 1 1 Human Resources Assistant 115 1 1 1 Total 5 5 5 Finance Director 135 1 1 1 Assistant Director of Finance 131 1 1 1 Accountant - Senior 122 1 1 1 Financial Analyst 118 1 1 1 Accountant 120 1 1 1 Accounts Payable Coordinator 114 1 1 1 Administrative Assistant 112 1 1 1 Total 7 7 7 Purchasing Manager 125 1 1 1 Risk & Safety Specialist 117 1 1 1 Purchasing Specialist 113 1 1 1 Total 3 3 3 Assistant Public Works Director 131 1 1 1 Administrative Assistant 112 1 1 1 Fleet Manager 123 1 1 1 Fleet Crew Supervisor 120 1 1 1 Fleet Mechanic 117 4 4 4 Parts Clerk 0 0 1 Total 8 8 9 Facilities Manager 127 1 1 1 Facilities Assistant Manager 120 1 1 1 Facilities Crew Leader 116 1 1 1 Facilities Technician 110 4 2 2 Grounds Maintenance Technician 110 1 1 1 HVAC Technician 118 1 1 1 Electrician (Journeyman / Master)118 / 121 1 1 1 Plumber (Journeyman / Master)118 / 121 0 1 1 Electrician Apprentice 110 0 1 1 Plumber Apprentice 110 0 1 1 Total 10 11 11 Executive Director of Economic Development 135 1 1 1 Deputy Director of Economic Development 128 0 1 1 Business Engagement Manager 122 1 1 1 Marketing & Recruitment Manager 122 1 0 0 Administrative Assistant 112 1 1 1 Total 4 4 4 Total Approved Positions (Funded)431 436 466 ECONOMIC DEVELOPMENT (966) HUMAN RESOURCES (866) FINANCE (868) PURCHASING (872) FLEET SERVICES (877) FACILITY SERVICES (878) Updated 10/1/2022 5 of 6 284 of 335 FY 2022-2023 POSITION AUTHORIZATION POSITION TITLE PAY GRADE FY2020-21 FY2021-22 FY2022-23 Deputy Court Clerk (UNFUNDED)113 1 1 1 Customer Relations Representative (UNFUNDED)110 2 2 2 Planning Technician (UNFUNDED)1 1 1 Utility Billing Clerk (UNFUNDED)110 1 1 1 Temp P/T Library Clerk (UNFUNDED)110 1 1 1 Total Approved Positions (Unfunded)6 6 6 MUNICIPAL COURT (152) CUSTOMER RELATIONS 311(153) PLANNING AND ZONING (154) UTILITY BILLING (176) LIBRARY (665) Updated 10/1/2022 6 of 6 285 of 335 Position List by Grade FY 22/23 Position Title Grade Min Max Min Max 110 $15.45 $22.42 $32,136 $46,642 Animal Services Technician Customer Relations Representative Drainage Worker I Electrician Apprentice Event Attendant Facilities Technician Grounds Maintenance Technician Library Assistant Parks Maintenance Technician Permit Technician Plumber Apprentice Programming Specialist Street Worker I Supply Coordinator Utility Billing Clerk 111 $15.97 $23.15 $33,207 $48,150 Library Technician 112 $16.28 $23.63 $33,870 $49,160 Administrative Assistant Animal Services Officer Event Specialist Lube Technician Meter Technician Police Records Specialist 113 $17.10 $24.82 $35,563 $51,616 Deputy Court Clerk *Drainage Worker II $17.51 $25.39 $36,421 $52,811 EMS Billing Specialist Purchasing Specialist *Street Worker II $17.51 $25.39 $36,421 $52,811 *Traffic Signal & Sign Technician $17.51 $25.39 $36,421 $52,811 114 $17.95 $26.06 $37,342 $54,199 Accounts Payable Coordinator Development Specialist *Service Worker I $18.47 $26.78 $38,418 $55,702 115 $18.85 $27.36 $39,209 $56,908 Code Enforcement Officer Communications Officer Human Resources Assistant 116 $19.79 $28.73 $41,170 $59,754 Building Inspector Civic & Community Center Coordinator Facilities Crew Supervisor Marketing & Communication Specialist Park Maintenance Crew Supervisor Senior Deputy Court Clerk Street Crew Supervisor Utility Billing Assistant Manager 117 $20.78 $30.16 $43,228 $62,742 Communications Shift Supervisor Drainage Superintendent Fleet Mechanic Human Resources Generalist IT Support Specialist Risk & Safety Specialist *Service Worker II $21.42 $31.06 $44,554 $64,605 Hourly Annual Updated 10/1/2022 * Pay Exception 1 of 3 286 of 335 Position List by Grade FY 22/23 Position Title Grade Min Max Min Max Hourly Annual 118 $21.82 $31.67 $45,389 $65,878 Deputy City Secretary Electrictian (Journeyman) Financial Analyst GIS Specialist HVAC Technician Plumber (Journeyman) Sanitarian Water/Wastewater Supervisor 119 $22.91 $33.26 $47,659 $69,172 Administrative Manager Crime Victim Liaison Engineering Inspector Human Resources Senior Generalist Librarian Plans Examiner Police Records Office Manager 120 $24.06 $34.92 $50,041 $72,630 Accountant Assistant Facilities Manager Civic Center Manager Civilian Evidence Technician Computer Systems Support Coordinator Fleet Crew Supervisor Planner Public Affairs Communication Manager Public Safety Systems Coordinator Recreation Manager Streets Superintendent 121 $25.26 $36.66 $52,543 $76,262 Animal Services Manager Electrician (Master) EMS Office Manager Engineer - Graduate Plumber (Master) Public Safety Communications Manager Utility Billing Manager 122 $26.52 $38.50 $55,171 $80,076 Accountant - Senior Business Engagement Manager Neighborhood Services Manager 123 $27.85 $40.42 $57,930 $84,079 Engineer - Senior Graduate Fleet Manager Parks Manager 124 $29.24 $42.44 $60,826 $88,282 Court Administrator GIS Administrator Planner - Senior Senior Systems Administrator 125 $30.71 $44.57 $63,867 $92,697 Human Resources Manager Purchasing Manager SCADA Technician Water/Wastewater Superintendent Updated 10/1/2022 2 of 3 287 of 335 Position List by Grade FY 22/23 Position Title Grade Min Max Min Max Hourly Annual 126 $32.24 $46.79 $67,060 $97,331 Streets & Drainage Manager 127 $33.85 $49.13 $70,414 $102,199 Facilities Manager Planning Manager 128 $35.55 $51.59 $73,935 $107,309 Assistant Director of Finance Chief Building Official Deputy Director of Economic Development Engineer - PE 130 $39.19 $56.88 $81,512 $118,307 Water/Wastewater Manager 131 $41.15 $59.72 $85,588 $124,222 Assistant Fire Chief Assistant Police Chief Assistant Public Works Director Director of Library Director of Public Affairs 132 $43.21 $62.71 $89,868 $130,434 Assistant to City Manager 133 $45.37 $65.84 $94,360 $136,955 Director of Parks, Rec & Community Services 134 $47.63 $69.14 $99,078 $143,802 Director of Human Resources & Purchasing SSLGC General Manager 135 $50.02 $72.59 $104,033 $150,994 City Engineer Director of EMS Director of Finance Director of IT Director of Planning & Community Development Director of Public Works Exec Director of Economic Development Fire Chief Police Chief 139 $60.79 $88.24 $126,453 $183,534 Assistant City Manager Updated 10/1/2022 3 of 3 288 of 335 Year FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 2007ii 426,123 426,370 426,005 425,031 423,445 - - to 2027 2014 1,020,150 1,019,525 1,021,000 1,021,425 1,018,575 1,022,175 - to 2030 2015 37,050 37,050 37,050 37,050 37,050 37,050 - to 2031 2016 376,606 376,206 375,406 374,206 375,556 374,606 - to 2036 2016-A 237,469 97,319 100,144 97,894 100,969 99,369 - to 2036 2016-B 103,388 101,438 104,413 102,313 104,950 102,325 - to 2036 2017 418,400 418,800 271,150 270,525 269,750 268,825 - to 2037 2017 265,025 264,850 264,525 264,050 263,425 262,650 - to 2037 2018 668,617 670,844 672,753 669,397 665,829 666,996 - to 2028 2018 411,263 408,013 409,138 297,388 297,888 297,888 - to 2038 2018 377,069 410,694 383,569 386,444 383,694 675,794 - to 2033 2019 381,800 375,675 372,875 375,975 197,175 196,675 - to 2039 2020 1,134,063 1,105,463 439,463 440,963 441,863 437,263 - to 2036 2021 474,800 470,600 466,000 470,800 469,900 470,500 - to 2032 2022 341,525 337,650 338,400 333,775 338,650 333,025 - to 2042 2022A 639,225 615,725 617,100 612,850 612,975 612,350 - to 2042 2022 1,431,975 1,381,725 1,381,225 1,379,225 1,380,600 1,380,225 - to 2042 Total 8,744,547$ 8,517,945$ 7,680,215$ 7,559,309$ 7,382,293$ 7,237,715$ Year FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 2013i 218,739 223,321 217,774 - - - to 2025 2018 399,550 398,550 397,050 399,925 397,175 398,800 - to 2038 2018 464,500 464,500 468,375 461,250 - - to 2026 2019 234,025 233,500 232,100 236,100 234,800 233,300 - to 2039 2021 202,550 201,650 205,450 203,950 207,150 205,950 - to 2033 2022 307,713 309,963 306,838 308,338 309,338 309,838 - to 2042 2022A 792,450 765,700 763,825 766,075 762,450 762,950 - to 2042 Total 2,619,526$ 2,597,183$ 2,591,411$ 2,375,638$ 1,910,913$ 1,910,838$ Year FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 2001 520,000 520,000 520,000 520,000 520,000 520,000 - to 2035 2015 877,200 - to 2023 2016 2,226,390 2,227,166 2,226,361 2,224,201 2,225,659 2,219,166 - to 2046 BP-S 2016 331,255 455,475 579,696 703,916 828,137 828,137 - to 2051 2018 1,328,600 1,323,475 1,326,850 1,323,600 1,323,725 1,326,975 - to 2041 S-2022 2,103,588 2,981,678 2,978,980 3,104,599 3,094,106 3,100,288 - to 2044 S-2022A 183,029 236,925 235,675 234,425 233,175 231,925 - to 2051 Total 7,570,062$ 7,744,719$ 7,867,562$ 8,110,741$ 8,224,802$ 8,226,491$ Year FY 2023 FY 2024 FY 2025 FY 2026 FY 2027 FY 2028 2007i 491,378 489,536 492,093 488,847 - - - to 2026 Total 491,378$ 489,536$ 492,093$ 488,847$ -$ -$ DEBT SERVICE REVIEW General Fund Water and Waste Water Debt Service Schertz-Seguin Local Government Corporation Debt - Schertz Portion Capital Recovery 289 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 35,689.00 35,689.00 08/01/23 420,000 4.010%35,689.00 455,689.00 09/30/23 491,378.00 02/01/24 27,268.00 27,268.00 08/01/24 435,000 4.010%27,268.00 462,268.00 09/30/24 489,536.00 02/01/25 18,546.25 18,546.25 08/01/25 455,000 4.010%18,546.25 473,546.25 09/30/25 492,092.50 02/01/26 9,423.50 9,423.50 08/01/26 470,000 4.010%9,423.50 479,423.50 09/30/26 488,847.00 3,290,000$ 621,751$ 3,911,751$ 3,911,751$ CITY OF SCHERTZ Certificates of Obligation Bonds, Series 2007 Original Issue Amount $9,915,000 General Fund, Capital Recovery, EMS, Public Works, & EDC 290 of 335 Date Principal Coupon Interest Period Total Fiscal Total 02/01/23 355,000 4.070%39,173.75 394,173.75 08/01/23 31,949.50 31,949.50 09/30/23 426,123.25 02/01/24 370,000 4.070%31,949.00 401,949.50 08/01/24 24,420.00 24,420.00 09/30/24 426,369.50 02/01/25 385,000 4.070%24,420.00 409,420.00 08/01/25 16,585.25 16,585.25 09/30/25 426,005.25 02/01/26 400,000 4.070%16,585.25 416,585.25 08/01/26 8,445.25 8,445.25 09/30/26 425,030.50 02/01/27 415,000 4.070%8,445.25 423,445.25 09/30/27 423,445.25 2,265,000.00$ 0.24$ 287,239.75$ 2,552,240.25$ 2,552,240.25$ General Fund Supported CITY OF SCHERTZ General Obligation Bonds, Series 2007 II Original Issue Amount $6,000,000 291 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 205,000 2.580%8,191.50 213,191.50 08/01/23 5,547.00 5,547.00 09/30/23 218,738.50 02/01/24 215,000 2.580%5,547.00 220,547.00 08/01/24 2,773.50 2,773.50 09/30/24 223,320.50 02/01/25 215,000 2.580%2,773.50 217,773.50 09/30/25 217,773.50 840,000$ 43,860$ 883,860$ 883,860$ CITY OF SCHERTZ General Obligation Refunding Bonds, Series 2013 Original Issue Amount $2,160,000 General Fund Supported 292 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 775,000 3.000%128,387.50 903,387.50 08/01/23 116,762.50 116,762.50 09/30/23 1,020,150.00 02/01/24 800,000 3.500%116,762.50 916,762.50 08/01/24 102,762.50 102,762.50 09/30/24 1,019,525.00 02/01/25 830,000 3.500%102,762.50 932,762.50 08/01/25 88,237.50 88,237.50 09/30/25 1,021,000.00 02/01/26 860,000 3.500%88,237.50 948,237.50 08/01/26 73,187.50 73,187.50 09/30/26 1,021,425.00 02/01/27 890,000 4.000%73,187.50 963,187.50 08/01/27 55,387.50 55,387.50 09/30/27 1,018,575.00 02/01/28 930,000 4.000%55,387.50 985,387.50 08/01/28 36,787.50 36,787.50 09/30/28 1,022,175.00 02/01/29 960,000 4.000%36,787.50 996,787.50 08/01/29 17,587.50 17,587.50 09/30/29 1,014,375.00 02/01/30 1,005,000 3.500%17,587.50 1,022,587.50 09/30/30 1,022,587.50 7,800,000$ 1,377,838$ 9,177,838$ 9,177,838$ CITY OF SCHERTZ General Obligation Refunding Bonds, Series 2014 Original Issue Amount $2,160,000 General Fund Supported 293 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 18,525.00 18,525.00 08/01/23 18,525.00 18,525.00 09/30/23 37,050.00 02/01/24 18,525.00 18,525.00 08/01/24 18,525.00 18,525.00 09/30/24 37,050.00 02/01/25 18,525.00 18,525.00 08/01/25 18,525.00 18,525.00 09/30/25 37,050.00 02/01/26 18,525.00 18,525.00 08/01/26 18,525.00 18,525.00 09/30/26 37,050.00 02/01/27 18,525.00 18,525.00 08/01/27 18,525.00 18,525.00 09/30/27 37,050.00 02/01/28 18,525.00 18,525.00 08/01/28 18,525.00 18,525.00 09/30/28 37,050.00 02/01/29 18,525.00 18,525.00 08/01/29 18,525.00 18,525.00 09/30/29 37,050.00 02/01/30 18,525.00 18,525.00 08/01/30 18,525.00 18,525.00 09/30/30 37,050.00 02/01/31 1,140,000 3.250%18,525.00 1,158,525.00 09/30/31 1,158,525.00 1,140,000$ 0$ 351,975$ 1,491,975$ 1,491,975$ CITY OF SCHERTZ General Obligation Refunding Bonds, Series 2015 Original Issue Amount $4,185,000 General Fund 294 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 255,000 4.000%63,353.13 318,353.13 08/01/23 58,253.13 58,253.13 09/30/23 376,606.26 02/01/24 265,000 4.000%58,253.13 323,253.13 08/01/24 52,953.13 52,953.13 09/30/24 376,206.26 02/01/25 275,000 4.000%52,953.13 327,953.13 08/01/25 47,453.13 47,453.13 09/30/25 375,406.26 02/01/26 285,000 4.000%47,453.13 332,453.13 08/01/26 41,753.13 41,753.13 09/30/26 374,206.26 02/01/27 295,000 2.000%41,753.13 336,753.13 08/01/27 38,803.13 38,803.13 09/30/27 375,556.26 02/01/28 300,000 2.000%38,803.13 338,803.13 08/01/28 35,803.13 35,803.13 09/30/28 374,606.26 02/01/29 305,000 2.125%35,803.13 340,803.13 08/01/29 32,562.50 32,562.50 09/30/29 373,365.63 02/01/30 310,000 2.250%32,562.50 342,562.50 08/01/30 29,075.00 29,075.00 09/30/30 371,637.50 02/01/31 320,000 2.375%29,075.00 349,075.00 08/01/31 25,275.00 25,275.00 09/30/31 374,350.00 02/01/32 330,000 2.500%25,275.00 355,275.00 08/01/32 21,150.00 21,150.00 09/30/32 376,425.00 02/01/33 335,000 3.000%21,150.00 356,150.00 08/01/33 16,125.00 16,125.00 09/30/33 372,275.00 02/01/34 345,000 3.000%16,125.00 361,125.00 08/01/34 10,950.00 10,950.00 09/30/34 372,075.00 02/01/35 360,000 3.000%10,950.00 370,950.00 08/01/35 5,550.00 5,550.00 CITY OF SCHERTZ General Obligation Bonds, Series 2016 Original Issue Amount $5,880,000 General Fund 295 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ General Obligation Bonds, Series 2016 Original Issue Amount $5,880,000 General Fund 09/30/35 376,500.00 02/01/36 370,000 3.000%5,550.00 375,550.00 09/30/36 375,550.00 4,595,000$ 0$ 1,026,372$ 5,621,372$ 5,621,372$ 296 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 205,000 4.000%18,284.38 223,284.38 08/01/23 14,184.38 14,184.38 09/30/23 237,468.76 02/01/24 70,000 3.000%14,184.38 84,184.38 08/01/24 13,134.38 13,134.38 09/30/24 97,318.76 02/01/25 75,000 3.000%13,134.38 88,134.38 08/01/25 12,009.38 12,009.38 09/30/25 100,143.76 02/01/26 75,000 3.000%12,009.38 87,009.38 08/01/26 10,884.38 10,884.38 09/30/26 97,893.76 02/01/27 80,000 2.000%10,884.38 90,884.38 08/01/27 10,084.38 10,084.38 09/30/27 100,968.76 02/01/28 80,000 2.000%10,084.38 90,084.38 08/01/28 9,284.38 9,284.38 09/30/28 99,368.76 02/01/29 80,000 2.125%9,284.38 89,284.38 08/01/29 8,434.38 8,434.38 09/30/29 97,718.76 02/01/30 85,000 2.250%8,434.38 93,434.38 08/01/30 7,478.13 7,478.13 09/30/30 100,912.51 02/01/31 85,000 2.375%7,478.13 92,478.13 08/01/31 6,468.75 6,468.75 09/30/31 98,946.88 02/01/32 90,000 2.375%6,468.75 96,468.75 08/01/32 5,400.00 5,400.00 09/30/32 101,868.75 02/01/33 90,000 2.500%5,400.00 95,400.00 08/01/33 4,275.00 4,275.00 09/30/33 99,675.00 02/01/34 90,000 3.000%4,275.00 94,275.00 08/01/34 2,925.00 2,925.00 09/30/34 97,200.00 02/01/35 95,000 3.000%2,925.00 97,925.00 08/01/35 1,500.00 1,500.00 CITY OF SCHERTZ Certificates of Obligation, Series 2016A Original Issue Amount $2,375,000 General Fund 297 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2016A Original Issue Amount $2,375,000 General Fund 09/30/35 99,425.00 02/01/36 100,000 3.000%1,500.00 101,500.00 09/30/36 101,500.00 1,495,000$ 270,878$ 1,765,878$ 1,765,878$ 298 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 65,000 3.000%19,681.25 84,681.25 08/01/23 18,706.25 18,706.25 09/30/23 103,387.50 02/01/24 65,000 3.000%18,706.25 83,706.25 08/01/24 17,731.25 17,731.25 09/30/24 101,437.50 02/01/25 70,000 3.000%17,731.25 87,731.25 08/01/25 16,681.25 16,681.25 09/30/25 104,412.50 02/01/26 70,000 3.000%16,681.25 86,681.25 08/01/26 15,631.25 15,631.25 09/30/26 102,312.50 02/01/27 75,000 3.500%15,631.25 90,631.25 08/01/27 14,318.75 14,318.75 09/30/27 104,950.00 02/01/28 75,000 3.500%14,318.75 89,318.75 08/01/28 13,006.25 13,006.25 09/30/28 102,325.00 02/01/29 80,000 3.500%13,006.25 93,006.25 08/01/29 11,606.25 11,606.25 09/30/29 104,612.50 02/01/30 80,000 3.500%11,606.25 91,606.25 08/01/30 10,206.25 10,206.25 09/30/30 101,812.50 02/01/31 85,000 3.500%10,206.25 95,206.25 08/01/31 8,718.75 8,718.75 09/30/31 103,925.00 02/01/32 85,000 3.750%8,718.75 93,718.75 08/01/32 7,125.00 7,125.00 09/30/32 100,843.75 02/01/33 90,000 3.750%7,125.00 97,125.00 08/01/33 5,437.50 5,437.50 09/30/33 102,562.50 02/01/34 95,000 375.000%5,437.50 100,437.50 08/01/34 3,656.25 3,656.25 09/30/34 104,093.75 02/01/35 95,000 3.750%3,656.25 98,656.25 08/01/35 1,875.00 1,875.00 CITY OF SCHERTZ Certificates of Obligation, Series 2016B Original Issue Amount $1,475,000 General Fund 299 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2016B Original Issue Amount $1,475,000 General Fund 09/30/35 100,531.25 02/01/36 100,000 3.750%1,875.00 101,875.00 09/30/36 101,875.00 1,190,000$ 349,344$ 1,539,344$ 1,539,344$ 300 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 315,000 3.000%54,062.50 369,062.50 08/01/23 49,337.50 49,337.50 09/30/23 418,400.00 02/01/24 325,000 3.000%49,337.50 374,337.50 08/01/24 44,462.50 44,462.50 09/30/24 418,800.00 02/01/25 185,000 3.000%44,462.50 229,462.50 08/01/25 41,687.50 41,687.50 09/30/25 271,150.00 02/01/26 190,000 3.000%41,687.50 231,687.50 08/01/26 38,837.50 38,837.50 09/30/26 270,525.00 02/01/27 195,000 3.000%38,837.50 233,837.50 08/01/27 35,912.50 35,912.50 09/30/27 269,750.00 02/01/28 200,000 3.000%35,912.50 235,912.50 08/01/28 32,912.50 32,912.50 09/30/28 268,825.00 02/01/29 205,000 3.000%32,912.50 237,912.50 08/01/29 29,837.50 29,837.50 09/30/29 267,750.00 02/01/30 215,000 3.000%29,837.50 244,837.50 08/01/30 26,612.50 26,612.50 09/30/30 271,450.00 02/01/31 220,000 3.000%26,612.50 246,612.50 08/01/31 23,312.50 23,312.50 09/30/31 269,925.00 02/01/32 225,000 3.000%23,312.50 248,312.50 08/01/32 19,937.50 19,937.50 09/30/32 268,250.00 02/01/33 235,000 3.000%19,937.50 254,937.50 08/01/33 16,412.50 16,412.50 09/30/33 271,350.00 02/01/34 240,000 3.250%16,412.50 256,412.50 08/01/34 12,512.50 12,512.50 09/30/34 268,925.00 02/01/35 250,000 3.250%12,512.50 262,512.50 08/01/35 8,450.00 8,450.00 CITY OF SCHERTZ Certificates of Obligation, Series 2017 Original Issue Amount $5,475,000 General Fund 301 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2017 Original Issue Amount $5,475,000 General Fund 09/30/35 270,962.50 02/01/36 255,000 3.250%8,450.00 263,450.00 08/01/36 4,306.25 4,306.25 09/30/36 267,756.25 02/01/37 265,000 3.250%4,306.25 269,306.25 09/30/37 269,306.25 3,940,000$ 937,550$ 4,877,550$ 4,877,550$ 302 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 170,000 3.000%48,787.50 218,787.50 08/01/23 46,237.50 46,237.50 09/30/23 265,025.00 02/01/24 175,000 3.000%46,237.50 221,237.50 08/01/24 43,612.50 43,612.50 09/30/24 264,850.00 02/01/25 180,000 3.000%43,612.50 223,612.50 08/01/25 40,912.50 40,912.50 09/30/25 264,525.00 02/01/26 185,000 3.000%40,912.50 225,912.50 08/01/26 38,137.50 38,137.50 09/30/26 264,050.00 02/01/27 190,000 3.000%38,137.50 228,137.50 08/01/27 35,287.50 35,287.50 09/30/27 263,425.00 02/01/28 195,000 3.000%35,287.50 230,287.50 08/01/28 32,362.50 32,362.50 09/30/28 262,650.00 02/01/29 205,000 3.000%32,362.50 237,362.50 08/01/29 29,287.50 29,287.50 09/30/29 266,650.00 02/01/30 210,000 3.000%29,287.50 239,287.50 08/01/30 26,137.50 26,137.50 09/30/30 265,425.00 02/01/31 215,000 3.000%26,137.50 241,137.50 08/01/31 22,912.50 22,912.50 09/30/31 264,050.00 02/01/32 225,000 3.000%22,912.50 247,912.50 08/01/32 19,537.50 19,537.50 09/30/32 267,450.00 02/01/33 230,000 3.000%19,537.50 249,537.50 08/01/33 16,087.50 16,087.50 09/30/33 265,625.00 02/01/34 235,000 3.250%16,087.50 251,087.50 08/01/34 12,268.75 12,268.75 09/30/34 263,356.25 02/01/35 245,000 3.250%12,268.75 257,268.75 08/01/35 8,287.50 8,287.50 CITY OF SCHERTZ Certificates of Obligation, Series 2017 Original Issue Amount $3,935,000 General Fund 303 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2017 Original Issue Amount $3,935,000 General Fund 09/30/35 265,556.25 02/01/36 250,000 3.250%8,287.50 258,287.50 08/01/36 4,225.00 4,225.00 09/30/36 262,512.50 02/01/37 260,000 3.250%4,225.00 264,225.00 09/30/37 264,225.00 3,335,000$ 899,425$ 4,234,425$ 4,234,425$ 304 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 585,000 2.120%46,163.00 631,163.00 08/01/22 39,962.00 39,962.00 09/30/22 671,125.00 02/01/23 595,000 2.120%39,962.00 634,962.00 08/01/23 33,655.00 33,655.00 09/30/23 668,617.00 02/01/24 610,000 2.120%33,655.00 643,655.00 08/01/24 27,189.00 27,189.00 09/30/24 670,844.00 02/01/25 625,000 2.120%27,189.00 652,189.00 08/01/25 20,564.00 20,564.00 09/30/25 672,753.00 02/01/26 635,000 2.120%20,564.00 655,564.00 08/01/26 13,833.00 13,833.00 09/30/26 669,397.00 02/01/27 645,000 2.120%13,833.00 658,833.00 08/01/27 6,996.00 6,996.00 09/30/27 665,829.00 02/01/28 660,000 2.120%6,996.00 666,996.00 08/01/28 - - 09/30/28 666,996.00 4,355,000$ 330,561.00$ 4,685,561.00$ 4,685,561.00$ CITY OF SCHERTZ General Obligation Refunding, Series 2018 Original Issue Amount $6,035,000 General Fund 305 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 245,000 5.000%85,006.25 330,006.25 08/01/22 78,881.25 78,881.25 09/30/22 408,887.50 02/01/23 260,000 5.000%78,881.25 338,881.25 08/01/23 72,381.25 72,381.25 09/30/23 411,262.50 02/01/24 270,000 5.000%72,381.25 342,381.25 08/01/24 65,631.25 65,631.25 09/30/24 408,012.50 02/01/25 285,000 5.000%65,631.25 350,631.25 08/01/25 58,506.25 58,506.25 09/30/25 409,137.50 02/01/26 185,000 5.000%58,506.25 243,506.25 08/01/26 53,881.25 53,881.25 09/30/26 297,387.50 02/01/27 195,000 5.000%53,881.25 248,881.25 08/01/27 49,006.25 49,006.25 09/30/27 297,887.50 02/01/28 205,000 5.000%49,006.25 254,006.25 08/01/28 43,881.25 43,881.25 09/30/28 297,887.50 02/01/29 215,000 5.000%43,881.25 258,881.25 08/01/29 38,506.25 38,506.25 09/30/29 297,387.50 02/01/30 225,000 4.000%38,506.25 263,506.25 08/01/30 34,006.25 34,006.25 09/30/30 297,512.50 02/01/31 235,000 3.000%34,006.25 269,006.25 08/01/31 30,481.25 30,481.25 09/30/31 299,487.50 02/01/32 240,000 3.000%30,481.25 270,481.25 08/01/32 26,881.25 26,881.25 09/30/32 297,362.50 02/01/33 250,000 3.125%26,881.25 276,881.25 08/01/33 22,975.00 22,975.00 09/30/33 299,856.25 02/01/34 255,000 3.250%22,975.00 277,975.00 08/01/34 18,831.25 18,831.25 CITY OF SCHERTZ Certificates of Obligation, Series 2018 Original Issue Amount $4,845,000 General Fund 306 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2018 Original Issue Amount $4,845,000 General Fund 09/30/34 296,806.25 02/01/35 265,000 3.250%18,831.25 283,831.25 08/01/35 14,525.00 14,525.00 09/30/35 298,356.25 02/01/36 275,000 3.375%14,525.00 289,525.00 08/01/36 9,884.38 9,884.38 09/30/36 299,409.38 02/01/37 285,000 3.375%9,884.38 294,884.38 08/01/37 5,075.00 5,075.00 09/30/37 299,959.38 02/01/38 290,000 3.500%5,075.00 295,075.00 09/30/38 295,075.00 4,180,000$ 1,331,675.01$ 5,511,675.01$ 5,511,675.01$ 307 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 205,000 5.000%100,087.50 305,087.50 08/01/22 94,962.50 94,962.50 09/30/22 400,050.00 02/01/23 215,000 5.000%94,962.50 309,962.50 08/01/23 89,587.50 89,587.50 09/30/23 399,550.00 02/01/24 225,000 5.000%89,587.50 314,587.50 08/01/24 83,962.50 83,962.50 09/30/24 398,550.00 02/01/25 235,000 5.000%83,962.50 318,962.50 08/01/25 78,087.50 78,087.50 09/30/25 397,050.00 02/01/26 250,000 5.000%78,087.50 328,087.50 08/01/26 71,837.50 71,837.50 09/30/26 399,925.00 02/01/27 260,000 5.000%71,837.50 331,837.50 08/01/27 65,337.50 65,337.50 09/30/27 397,175.00 02/01/28 275,000 5.000%65,337.50 340,337.50 08/01/28 58,462.50 58,462.50 09/30/28 398,800.00 02/01/29 290,000 5.000%58,462.50 348,462.50 08/01/29 51,212.50 51,212.50 09/30/29 399,675.00 02/01/30 300,000 4.000%51,212.50 351,212.50 08/01/30 45,212.50 45,212.50 09/30/30 396,425.00 02/01/31 310,000 3.000%45,212.50 355,212.50 08/01/31 40,562.50 40,562.50 09/30/31 395,775.00 02/01/32 320,000 3.000%40,562.50 360,562.50 08/01/32 35,762.50 35,762.50 09/30/32 396,325.00 02/01/33 330,000 3.125%35,762.50 365,762.50 08/01/33 30,606.25 30,606.25 09/30/33 396,368.75 02/01/34 340,000 3.250%30,606.25 370,606.25 08/01/34 25,081.25 25,081.25 CITY OF SCHERTZ Certificates of Obligation, Series 2018 Original Issue Amount $5,595,000 Water & Sewer 308 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2018 Original Issue Amount $5,595,000 Water & Sewer 09/30/34 395,687.50 02/01/35 355,000 3.250%25,081.25 380,081.25 08/01/35 19,312.50 19,312.50 09/30/35 399,393.75 02/01/36 365,000 3.375%19,312.50 384,312.50 08/01/36 13,153.13 13,153.13 09/30/36 397,465.63 02/01/37 375,000 3.375%13,153.13 388,153.13 08/01/37 6,825.00 6,825.00 09/30/37 394,978.13 02/01/38 390,000 3.500%6,825.00 396,825.00 09/30/38 396,825.00 5,040,000$ 1,720,019$ 6,760,019$ 6,760,019$ 309 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 185,000 5.000%93,221.88 278,221.88 08/01/22 88,596.88 88,596.88 09/30/22 366,818.76 02/01/23 205,000 5.000%88,596.88 293,596.88 08/01/23 83,471.88 83,471.88 09/30/23 377,068.76 02/01/24 250,000 5.000%83,471.88 333,471.88 08/01/24 77,221.88 77,221.88 09/30/24 410,693.76 02/01/25 235,000 5.000%77,221.88 312,221.88 08/01/25 71,346.88 71,346.88 09/30/25 383,568.76 02/01/26 250,000 5.000%71,346.88 321,346.88 08/01/26 65,096.88 65,096.88 09/30/26 386,443.76 02/01/27 260,000 5.000%65,096.88 325,096.88 08/01/27 58,596.88 58,596.88 09/30/27 383,693.76 02/01/28 570,000 4.000%58,596.88 628,596.88 08/01/28 47,196.88 47,196.88 09/30/28 675,793.76 02/01/29 495,000 4.000%47,196.88 542,196.88 08/01/29 37,296.88 37,296.88 09/30/29 579,493.76 02/01/30 515,000 4.000%37,296.88 552,296.88 08/01/30 26,996.88 26,996.88 09/30/30 579,293.76 02/01/31 535,000 3.125%26,996.88 561,996.88 08/01/31 18,637.50 18,637.50 09/30/31 580,634.38 02/01/32 555,000 3.250%18,637.50 573,637.50 08/01/32 9,618.75 9,618.75 09/30/32 583,256.25 02/01/33 570,000 3.375%9,618.75 579,618.75 08/01/33 - - 09/30/33 579,618.75 4,625,000$ 1,261,378$ 5,886,378$ 5,886,378$ CITY OF SCHERTZ General Obligation and Refunding Bonds, Series 2018 Original Issue Amount $8,570,000 General Fund 310 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 370,000 5.000%51,375.00 421,375.00 08/01/22 42,125.00 42,125.00 09/30/22 463,500.00 02/01/23 390,000 5.000%42,125.00 432,125.00 08/01/23 32,375.00 32,375.00 09/30/23 464,500.00 02/01/24 410,000 5.000%32,375.00 442,375.00 08/01/24 22,125.00 22,125.00 09/30/24 464,500.00 02/01/25 435,000 5.000%22,125.00 457,125.00 08/01/25 11,250.00 11,250.00 09/30/25 468,375.00 02/01/26 450,000 5.000%11,250.00 461,250.00 09/30/26 461,250.00 2,055,000$ 267,125$ 2,322,125$ 2,322,125$ CITY OF SCHERTZ General Obligation and Refunding Bonds, Series 2018 Original Issue Amount $8,570,000 Utility Fund Bond Component 311 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 275,000 3.000%55,462.50 330,462.50 08/01/23 51,337.50 51,337.50 09/30/23 381,800.00 02/01/24 280,000 5.000%51,337.50 331,337.50 08/01/24 44,337.50 44,337.50 09/30/24 375,675.00 02/01/25 290,000 4.000%44,337.50 334,337.50 08/01/25 38,537.50 38,537.50 09/30/25 372,875.00 02/01/26 305,000 4.000%38,537.50 343,537.50 08/01/26 32,437.50 32,437.50 09/30/26 375,975.00 02/01/27 135,000 4.000%32,437.50 167,437.50 08/01/27 29,737.50 29,737.50 09/30/27 197,175.00 02/01/28 140,000 4.000%29,737.50 169,737.50 08/01/28 26,937.50 26,937.50 09/30/28 196,675.00 02/01/29 145,000 2.500%26,937.50 171,937.50 08/01/29 25,125.00 25,125.00 09/30/29 197,062.50 02/01/30 145,000 3.000%25,125.00 170,125.00 08/01/30 22,950.00 22,950.00 09/30/30 193,075.00 02/01/31 150,000 3.000%22,950.00 172,950.00 08/01/31 20,700.00 20,700.00 09/30/31 193,650.00 02/01/32 155,000 3.000%20,700.00 175,700.00 08/01/32 18,375.00 18,375.00 09/30/32 194,075.00 02/01/33 160,000 3.000%18,375.00 178,375.00 08/01/33 15,975.00 15,975.00 09/30/33 194,350.00 02/01/34 165,000 3.000%15,975.00 180,975.00 08/01/34 13,500.00 13,500.00 09/30/34 194,475.00 02/01/35 170,000 3.000%13,500.00 183,500.00 08/01/35 10,950.00 10,950.00 09/30/35 194,450.00 02/01/36 175,000 3.000%10,950.00 185,950.00 08/01/36 8,325.00 8,325.00 09/30/36 194,275.00 02/01/37 180,000 3.000%8,325.00 188,325.00 8/1/1937 5,625.00 5,625.00 09/30/37 193,950.00 02/01/38 185,000 3.000%5,625.00 190,625.00 CITY OF SCHERTZ Certificates of Obligation, Series 2019 Original Issue Amount $7,495,000 General Fund 312 of 335 08/01/38 2,850.00 2,850.00 09/30/38 193,475.00 02/01/39 190,000 3.000%2,850.00 192,850.00 09/30/39 192,850.00 3,510,000$ 905,763$ 4,415,763$ 4,415,763$ 313 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 130,000 3.000%52,475.00 182,475.00 08/01/22 50,525.00 50,525.00 09/30/22 233,000.00 02/01/23 135,000 3.000%50,525.00 185,525.00 08/01/23 48,500.00 48,500.00 09/30/23 234,025.00 02/01/24 140,000 5.000%48,500.00 188,500.00 08/01/24 45,000.00 45,000.00 09/30/24 233,500.00 02/01/25 145,000 4.000%45,000.00 190,000.00 08/01/25 42,100.00 42,100.00 09/30/25 232,100.00 02/01/26 155,000 4.000%42,100.00 197,100.00 08/01/26 39,000.00 39,000.00 09/30/26 236,100.00 02/01/27 160,000 4.000%39,000.00 199,000.00 08/01/27 35,800.00 35,800.00 09/30/27 234,800.00 02/01/28 165,000 4.000%35,800.00 200,800.00 08/01/28 32,500.00 32,500.00 09/30/28 233,300.00 02/01/29 170,000 2.500%32,500.00 202,500.00 08/01/29 30,375.00 30,375.00 09/30/29 232,875.00 02/01/30 175,000 3.000%30,375.00 205,375.00 08/01/30 27,750.00 27,750.00 09/30/30 233,125.00 02/01/31 180,000 3.000%27,750.00 207,750.00 08/01/31 25,050.00 25,050.00 09/30/31 232,800.00 02/01/32 185,000 3.000%25,050.00 210,050.00 08/01/32 22,275.00 22,275.00 09/30/32 232,325.00 02/01/33 195,000 3.000%22,275.00 217,275.00 08/01/33 19,350.00 19,350.00 09/30/33 236,625.00 02/01/34 200,000 3.000%19,350.00 219,350.00 08/01/34 16,350.00 16,350.00 09/30/34 235,700.00 02/01/35 205,000 3.000%16,350.00 221,350.00 08/01/35 13,275.00 13,275.00 09/30/35 234,625.00 02/01/36 210,000 3.000%13,275.00 223,275.00 08/01/36 10,125.00 10,125.00 09/30/36 233,400.00 02/01/37 220,000 3.000%10,125.00 230,125.00 CITY OF SCHERTZ Certificates of Obligation, Series 2019 Original Issue Amount $7,495,000 Utility Fund Bond Component 314 of 335 8/1/1937 6,825.00 6,825.00 09/30/37 236,950.00 02/01/38 225,000 3.000%6,825.00 231,825.00 08/01/38 3,450.00 3,450.00 09/30/38 235,275.00 02/01/39 230,000 3.000%3,450.00 233,450.00 09/30/39 233,450.00 3,225,000$ 988,975$ 4,213,975$ 3,980,525$ 315 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/22 935,000 4.000%115,331.25 1,050,331.25 08/01/22 96,631.25 96,631.25 09/30/22 1,146,962.50 02/01/23 960,000 4.000%96,631.25 1,056,631.25 08/01/23 77,431.25 77,431.25 09/30/23 1,134,062.50 02/01/24 970,000 4.000%77,431.25 1,047,431.25 08/01/24 58,031.25 58,031.25 09/30/24 1,105,462.50 02/01/25 330,000 4.000%58,031.25 388,031.25 08/01/25 51,431.25 51,431.25 09/30/25 439,462.50 02/01/26 345,000 4.000%51,431.25 396,431.25 08/01/26 44,531.25 44,531.25 09/30/26 440,962.50 02/01/27 360,000 4.000%44,531.25 404,531.25 08/01/27 37,331.25 37,331.25 09/30/27 441,862.50 02/01/28 370,000 4.000%37,331.25 407,331.25 08/01/28 29,931.25 29,931.25 09/30/28 437,262.50 02/01/29 385,000 4.000%29,931.25 414,931.25 08/01/29 22,231.25 22,231.25 09/30/29 437,162.50 02/01/30 395,000 2.000%22,231.25 417,231.25 08/01/30 18,281.25 18,281.25 09/30/30 435,512.50 02/01/31 405,000 1.250%18,281.25 423,281.25 08/01/31 15,750.00 15,750.00 09/30/31 439,031.25 02/01/32 410,000 1.500%15,750.00 425,750.00 08/01/32 12,675.00 12,675.00 09/30/32 438,425.00 02/01/33 415,000 1.500%12,675.00 427,675.00 08/01/33 9,562.50 9,562.50 09/30/33 437,237.50 02/01/34 420,000 1.500%9,562.50 429,562.50 08/01/34 6,412.50 6,412.50 09/30/34 435,975.00 02/01/35 425,000 1.500%6,412.50 431,412.50 08/01/35 3,225.00 3,225.00 09/30/35 434,637.50 02/01/36 430,000 1.500%3,225.00 433,225.00 08/01/36 09/30/36 433,225.00 7,555,000$ 1,082,244$ 8,637,244$ 8,637,244$ CITY OF SCHERTZ General Obligation RefundingBonds, series 2020 Original Issue Amount $7,555,000 General Fund 316 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 08/01/22 98,850.00 98,850.00 09/30/22 98,850.00 02/01/23 350,000 4.000%65,900.00 415,900.00 08/01/23 58,900.00 58,900.00 09/30/23 474,800.00 02/01/24 360,000 4.000%58,900.00 418,900.00 08/01/24 51,700.00 51,700.00 09/30/24 470,600.00 02/01/25 370,000 4.000%51,700.00 421,700.00 08/01/25 44,300.00 44,300.00 09/30/25 466,000.00 02/01/26 390,000 4.000%44,300.00 434,300.00 08/01/26 36,500.00 36,500.00 09/30/26 470,800.00 02/01/27 405,000 4.000%36,500.00 441,500.00 08/01/27 28,400.00 28,400.00 09/30/27 469,900.00 02/01/28 420,000 3.000%28,400.00 448,400.00 08/01/28 22,100.00 22,100.00 09/30/28 470,500.00 02/01/29 430,000 3.000%22,100.00 452,100.00 08/01/29 15,650.00 15,650.00 09/30/29 467,750.00 02/01/30 440,000 3.000%15,650.00 455,650.00 08/01/30 9,050.00 9,050.00 09/30/30 464,700.00 02/01/31 450,000 2.000%9,050.00 459,050.00 08/01/31 4,550.00 4,550.00 09/30/31 463,600.00 02/01/32 455,000 2.000%4,550.00 459,550.00 08/01/32 - 09/30/32 459,550.00 4,070,000$ 707,050$ 4,777,050$ 4,777,050$ CITY OF SCHERTZ General Obligation Refunding Bonds, series 2021 Original Issue Amount $6,015,000 General Fund 317 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 08/01/22 45,337.50 45,337.50 09/30/22 45,337.50 02/01/23 145,000 4.000%30,225.00 175,225.00 08/01/23 27,325.00 27,325.00 09/30/23 202,550.00 02/01/24 150,000 4.000%27,325.00 177,325.00 08/01/24 24,325.00 24,325.00 09/30/24 201,650.00 02/01/25 160,000 4.000%24,325.00 184,325.00 08/01/25 21,125.00 21,125.00 09/30/25 205,450.00 02/01/26 165,000 4.000%21,125.00 186,125.00 08/01/26 17,825.00 17,825.00 09/30/26 203,950.00 02/01/27 175,000 4.000%17,825.00 192,825.00 08/01/27 14,325.00 14,325.00 09/30/27 207,150.00 02/01/28 180,000 3.000%14,325.00 194,325.00 08/01/28 11,625.00 11,625.00 09/30/28 205,950.00 02/01/29 190,000 3.000%11,625.00 201,625.00 08/01/29 8,775.00 8,775.00 09/30/29 210,400.00 02/01/30 195,000 3.000%8,775.00 203,775.00 08/01/30 5,850.00 5,850.00 09/30/30 209,625.00 02/01/31 205,000 2.000%5,850.00 210,850.00 08/01/31 3,800.00 3,800.00 09/30/31 214,650.00 02/01/32 210,000 2.000%3,800.00 213,800.00 08/01/32 1,700.00 1,700.00 09/30/32 215,500.00 02/01/33 170,000 2.000%1,700.00 171,700.00 08/01/33 09/30/33 171,700.00 1,945,000$ 348,913$ 2,293,913$ 2,293,913$ CITY OF SCHERTZ General Obligation Refunding Bonds, Series 2021 Original Issue Amount $6,015,000 Utillity Fund 318 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 175,000 5.000%85,450.00 260,450.00 08/01/23 81,075.00 81,075.00 09/30/23 341,525.00 02/01/24 180,000 5.000%81,075.00 261,075.00 08/01/24 76,575.00 76,575.00 09/30/24 337,650.00 02/01/25 190,000 5.000%76,575.00 266,575.00 08/01/25 71,825.00 71,825.00 09/30/25 338,400.00 02/01/26 195,000 5.000%71,825.00 266,825.00 08/01/26 66,950.00 66,950.00 09/30/26 333,775.00 02/01/27 210,000 5.000%66,950.00 276,950.00 08/01/27 61,700.00 61,700.00 09/30/27 338,650.00 02/01/28 215,000 5.000%61,700.00 276,700.00 08/01/28 56,325.00 56,325.00 09/30/28 333,025.00 02/01/29 230,000 5.000%56,325.00 286,325.00 08/01/29 50,575.00 50,575.00 09/30/29 336,900.00 02/01/30 240,000 5.000%50,575.00 290,575.00 08/01/30 44,575.00 44,575.00 09/30/30 335,150.00 02/01/31 255,000 5.000%44,575.00 299,575.00 08/01/31 38,200.00 38,200.00 09/30/31 337,775.00 02/01/32 265,000 4.000%38,200.00 303,200.00 08/01/32 32,900.00 32,900.00 09/30/32 336,100.00 02/01/33 275,000 3.000%32,900.00 307,900.00 08/01/33 28,775.00 28,775.00 09/30/33 336,675.00 02/01/34 280,000 3.000%28,775.00 308,775.00 08/01/34 24,575.00 24,575.00 09/30/34 333,350.00 02/01/35 290,000 3.000%24,575.00 314,575.00 CITY OF SCHERTZ Certificates of Obligation, Series 2022 Original Issue Amount $9,390,000 319 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2022 Original Issue Amount $9,390,000 08/01/35 20,225.00 20,225.00 09/30/35 334,800.00 02/01/36 305,000 3.000%20,225.00 325,225.00 08/01/36 15,650.00 15,650.00 09/30/36 340,875.00 02/01/37 305,000 2.000%15,650.00 320,650.00 08/01/37 12,600.00 12,600.00 09/30/37 333,250.00 02/01/38 215,000 2.000%12,600.00 227,600.00 08/01/38 10,450.00 10,450.00 09/30/38 238,050.00 02/01/39 220,000 2.125%10,450.00 230,450.00 08/01/39 8,112.50 8,112.50 09/30/39 238,562.50 02/01/40 225,000 2.250%8,112.50 233,112.50 08/01/40 5,581.25 5,581.25 09/30/40 238,693.75 02/01/41 230,000 2.375%5,581.25 235,581.25 08/01/41 2,850.00 2,850.00 09/30/41 238,431.25 02/01/42 240,000 2.375%2,850.00 242,850.00 09/30/42 242,850.00 4,740,000$ 1,504,487.50$ 6,244,487.50$ 6,244,487.50$ 320 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 150,000 5.000%80,731.25 230,731.25 08/01/23 76,981.25 76,981.25 09/30/23 307,712.50 02/01/24 160,000 5.000%76,981.25 236,981.25 08/01/24 72,981.25 72,981.25 09/30/24 309,962.50 02/01/25 165,000 5.000%72,981.25 237,981.25 08/01/25 68,856.25 68,856.25 09/30/25 306,837.50 02/01/26 175,000 5.000%68,856.25 243,856.25 08/01/26 64,481.25 64,481.25 09/30/26 308,337.50 02/01/27 185,000 5.000%64,481.25 249,481.25 08/01/27 59,856.25 59,856.25 09/30/27 309,337.50 02/01/28 195,000 5.000%59,856.25 254,856.25 08/01/28 54,981.25 54,981.25 09/30/28 309,837.50 02/01/29 205,000 5.000%54,981.25 259,981.25 08/01/29 49,856.25 49,856.25 09/30/29 309,837.50 02/01/30 215,000 5.000%49,856.25 264,856.25 08/01/30 44,481.25 44,481.25 09/30/30 309,337.50 02/01/31 225,000 5.000%44,481.25 269,481.25 08/01/31 38,856.25 38,856.25 09/30/31 308,337.50 02/01/32 235,000 4.000%38,856.25 273,856.25 08/01/32 34,156.25 34,156.25 09/30/32 308,012.50 02/01/33 245,000 3.000%34,156.25 279,156.25 08/01/33 30,481.25 30,481.25 09/30/33 309,637.50 02/01/34 250,000 3.000%30,481.25 280,481.25 08/01/34 26,731.25 26,731.25 09/30/34 307,212.50 02/01/35 260,000 3.000%26,731.25 286,731.25 CITY OF SCHERTZ Certificates of Obligation, Series 2022 Original Issue Amount $9,390,000 321 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2022 Original Issue Amount $9,390,000 08/01/35 22,831.25 22,831.25 09/30/35 309,562.50 02/01/36 265,000 3.000%22,831.25 287,831.25 08/01/36 18,856.25 18,856.25 09/30/36 306,687.50 02/01/37 270,000 2.000%18,856.25 288,856.25 08/01/37 16,156.25 16,156.25 09/30/37 305,012.50 02/01/38 280,000 2.000%16,156.25 296,156.25 08/01/38 13,356.25 13,356.25 09/30/38 309,512.50 02/01/39 285,000 2.125%13,356.25 298,356.25 08/01/39 10,328.13 10,328.13 09/30/39 308,684.38 02/01/40 290,000 2.250%10,328.13 300,328.13 08/01/40 7,065.63 7,065.63 09/30/40 307,393.76 02/01/41 295,000 2.375%7,065.63 302,065.63 08/01/41 3,562.50 3,562.50 09/30/41 305,628.13 02/01/42 300,000 2.375%3,562.50 303,562.50 09/30/42 303,562.50 4,650,000$ 1,510,443.77$ 6,160,443.77$ 6,160,443.77$ 322 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 275,000 5.000%185,550.00 460,550.00 08/01/23 178,675.00 178,675.00 09/30/23 639,225.00 02/01/24 265,000 5.000%178,675.00 443,675.00 08/01/24 172,050.00 172,050.00 09/30/24 615,725.00 02/01/25 280,000 5.000%172,050.00 452,050.00 08/01/25 165,050.00 165,050.00 09/30/25 617,100.00 02/01/26 290,000 5.000%165,050.00 455,050.00 08/01/26 157,800.00 157,800.00 09/30/26 612,850.00 02/01/27 305,000 5.000%157,800.00 462,800.00 08/01/27 150,175.00 150,175.00 09/30/27 612,975.00 02/01/28 320,000 5.000%150,175.00 470,175.00 08/01/28 142,175.00 142,175.00 09/30/28 612,350.00 02/01/29 340,000 5.000%142,175.00 482,175.00 08/01/29 133,675.00 133,675.00 09/30/29 615,850.00 02/01/30 355,000 5.000%133,675.00 488,675.00 08/01/30 124,800.00 124,800.00 09/30/30 613,475.00 02/01/31 375,000 5.000%124,800.00 499,800.00 08/01/31 115,425.00 115,425.00 09/30/31 615,225.00 02/01/32 395,000 5.000%115,425.00 510,425.00 08/01/32 105,550.00 105,550.00 09/30/32 615,975.00 02/01/33 415,000 5.000%105,550.00 520,550.00 08/01/33 95,175.00 95,175.00 09/30/33 615,725.00 02/01/34 435,000 5.000%95,175.00 530,175.00 08/01/34 84,300.00 84,300.00 09/30/34 614,475.00 02/01/35 455,000 4.000%84,300.00 539,300.00 CITY OF SCHERTZ Certificates of Obligation, Series 2022A Original Issue Amount $18,530,000 General Fund 323 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2022A Original Issue Amount $18,530,000 General Fund 08/01/35 75,200.00 75,200.00 09/30/35 614,500.00 02/01/36 475,000 4.000%75,200.00 550,200.00 08/01/36 65,700.00 65,700.00 09/30/36 615,900.00 02/01/37 495,000 4.000%65,700.00 560,700.00 08/01/37 55,800.00 55,800.00 09/30/37 616,500.00 02/01/38 515,000 4.000%55,800.00 570,800.00 08/01/38 45,500.00 45,500.00 09/30/38 616,300.00 02/01/39 535,000 4.000%45,500.00 580,500.00 08/01/39 34,800.00 34,800.00 09/30/39 615,300.00 02/01/40 555,000 4.000%34,800.00 589,800.00 08/01/40 23,700.00 23,700.00 09/30/40 613,500.00 02/01/41 580,000 4.000%23,700.00 603,700.00 08/01/41 12,100.00 12,100.00 09/30/41 615,800.00 02/01/42 605,000 4.000%12,100.00 617,100.00 09/30/42 617,100.00 8,265,000$ 4,060,850.00$ 12,325,850.00$ 12,325,850.00$ 324 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 340,000 5.000%230,475.00 570,475.00 08/01/23 221,975.00 221,975.00 09/30/23 792,450.00 02/01/24 330,000 5.000%221,975.00 551,975.00 08/01/24 213,725.00 213,725.00 09/30/24 765,700.00 02/01/25 345,000 5.000%213,725.00 558,725.00 08/01/25 205,100.00 205,100.00 09/30/25 763,825.00 02/01/26 365,000 5.000%205,100.00 570,100.00 08/01/26 195,975.00 195,975.00 09/30/26 766,075.00 02/01/27 380,000 5.000%195,975.00 575,975.00 08/01/27 186,475.00 186,475.00 09/30/27 762,450.00 02/01/28 400,000 5.000%186,475.00 586,475.00 08/01/28 176,475.00 176,475.00 09/30/28 762,950.00 02/01/29 420,000 5.000%176,475.00 596,475.00 08/01/29 165,975.00 165,975.00 09/30/29 762,450.00 02/01/30 445,000 5.000%165,975.00 610,975.00 08/01/30 154,850.00 154,850.00 09/30/30 765,825.00 02/01/31 465,000 5.000%154,850.00 619,850.00 08/01/31 143,225.00 143,225.00 09/30/31 763,075.00 02/01/32 490,000 5.000%143,225.00 633,225.00 08/01/32 130,975.00 130,975.00 09/30/32 764,200.00 02/01/33 515,000 5.000%130,975.00 645,975.00 08/01/33 118,100.00 118,100.00 09/30/33 764,075.00 02/01/34 540,000 5.000%118,100.00 658,100.00 08/01/34 104,600.00 104,600.00 09/30/34 762,700.00 02/01/35 565,000 4.000%104,600.00 669,600.00 CITY OF SCHERTZ Certificates of Obligation, Series 2022A Original Issue Amount $18,530,000 Utility Fund 325 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ Certificates of Obligation, Series 2022A Original Issue Amount $18,530,000 Utility Fund 08/01/35 93,300.00 93,300.00 09/30/35 762,900.00 02/01/36 590,000 4.000%93,300.00 683,300.00 08/01/36 81,500.00 81,500.00 09/30/36 764,800.00 02/01/37 615,000 4.000%81,500.00 696,500.00 08/01/37 69,200.00 69,200.00 09/30/37 765,700.00 02/01/38 640,000 4.000%69,200.00 709,200.00 08/01/38 56,400.00 56,400.00 09/30/38 765,600.00 02/01/39 665,000 4.000%56,400.00 721,400.00 08/01/39 43,100.00 43,100.00 09/30/39 764,500.00 02/01/40 690,000 4.000%43,100.00 733,100.00 08/01/40 29,300.00 29,300.00 09/30/40 762,400.00 02/01/41 720,000 4.000%29,300.00 749,300.00 08/01/41 14,900.00 14,900.00 09/30/41 764,200.00 02/01/42 745,000 4.000%14,900.00 759,900.00 09/30/42 759,900.00 10,265,000$ 5,040,775.00$ 15,305,775.00$ 15,305,775.00$ 326 of 335 Date Principal Coupon Interest Debt Service Fiscal Total 02/01/23 615,000 5.000%416,175.00 1,031,175.00 08/01/23 400,800.00 400,800.00 09/30/23 1,431,975.00 02/01/24 595,000 5.000%400,800.00 995,800.00 08/01/24 385,925.00 385,925.00 09/30/24 1,381,725.00 02/01/25 625,000 5.000%385,925.00 1,010,925.00 08/01/25 370,300.00 370,300.00 09/30/25 1,381,225.00 02/01/26 655,000 5.000%370,300.00 1,025,300.00 08/01/26 353,925.00 353,925.00 09/30/26 1,379,225.00 02/01/27 690,000 5.000%353,925.00 1,043,925.00 08/01/27 336,675.00 336,675.00 09/30/27 1,380,600.00 02/01/28 725,000 5.000%336,675.00 1,061,675.00 08/01/28 318,550.00 318,550.00 09/30/28 1,380,225.00 02/01/29 760,000 5.000%318,550.00 1,078,550.00 08/01/29 299,550.00 299,550.00 09/30/29 1,378,100.00 02/01/30 800,000 5.000%299,550.00 1,099,550.00 08/01/30 279,550.00 279,550.00 09/30/30 1,379,100.00 02/01/31 840,000 5.000%279,550.00 1,119,550.00 08/01/31 258,550.00 258,550.00 09/30/31 1,378,100.00 02/01/32 885,000 5.000%258,550.00 1,143,550.00 08/01/32 236,425.00 236,425.00 09/30/32 1,379,975.00 02/01/33 930,000 5.000%236,425.00 1,166,425.00 08/01/33 213,175.00 213,175.00 09/30/33 1,379,600.00 02/01/34 975,000 5.000%213,175.00 1,188,175.00 08/01/34 188,800.00 188,800.00 09/30/34 1,376,975.00 02/01/35 1,020,000 4.000%188,800.00 1,208,800.00 CITY OF SCHERTZ General Obligation Bonds, Series 2022 Original Issue Amount $18,535,000 327 of 335 Date Principal Coupon Interest Debt Service Fiscal Total CITY OF SCHERTZ General Obligation Bonds, Series 2022 Original Issue Amount $18,535,000 08/01/35 168,400.00 168,400.00 09/30/35 1,377,200.00 02/01/36 1,065,000 4.000%168,400.00 1,233,400.00 08/01/36 147,100.00 147,100.00 09/30/36 1,380,500.00 02/01/37 1,105,000 4.000%147,100.00 1,252,100.00 08/01/37 125,000.00 125,000.00 09/30/37 1,377,100.00 02/01/38 1,150,000 4.000%125,000.00 1,275,000.00 08/01/38 102,000.00 102,000.00 09/30/38 1,377,000.00 02/01/39 1,200,000 4.000%102,000.00 1,302,000.00 08/01/39 78,000.00 78,000.00 09/30/39 1,380,000.00 02/01/40 1,250,000 4.000%78,000.00 1,328,000.00 08/01/40 53,000.00 53,000.00 09/30/40 1,381,000.00 02/01/41 1,300,000 4.000%53,000.00 1,353,000.00 08/01/41 27,000.00 27,000.00 09/30/41 1,380,000.00 02/01/42 1,350,000 4.000%27,000.00 1,377,000.00 09/30/42 1,377,000.00 18,535,000$ 9,101,625.00$ 27,636,625.00$ 27,636,625.00$ 328 of 335 Fiscal Year Schertz Debt Ending 9/30 Series 2001 S-2015 2016 BP-S 2016 S-2018 Series 2022 Series 2022A Total Payment 2023 520,000 877,200 2,226,390 331,255 1,328,600 2,103,588 183,029 7,570,062 3,785,031 2024 520,000 2,227,166 455,475 1,323,475 2,981,678 236,925 7,744,719 3,872,360 2025 520,000 2,226,361 579,696 1,326,850 2,978,980 235,675 7,867,562 3,933,781 2026 520,000 2,224,201 703,916 1,323,600 3,104,599 234,425 8,110,741 4,055,371 2027 520,000 2,225,659 828,137 1,323,725 3,094,106 233,175 8,224,802 4,112,401 2028 520,000 2,219,166 828,137 1,326,975 3,100,288 231,925 8,226,491 4,113,246 2029 520,000 2,220,811 1,213,122 1,328,225 3,097,857 230,675 8,610,690 4,305,345 2030 520,000 2,217,486 1,598,107 1,327,475 3,091,333 229,425 8,983,826 4,491,913 2031 2,268,330 2,216,266 1,598,107 1,324,200 1,354,435 228,175 8,989,513 4,494,757 2032 2,272,390 2,217,804 1,598,107 1,323,700 1,358,441 226,925 8,997,367 4,498,684 2033 2,271,250 2,217,790 1,598,107 1,321,800 1,361,140 225,800 8,995,887 4,497,944 2034 2,269,780 2,216,040 1,598,107 1,323,400 1,362,487 224,800 8,994,614 4,497,307 2035 2,272,590 2,216,437 1,898,107 1,323,400 1,357,670 223,800 9,292,004 4,646,002 2036 2,216,117 1,903,552 1,326,700 3,614,816 222,800 9,283,985 4,641,993 2037 2,219,127 1,920,887 1,328,200 3,621,256 221,800 9,311,270 4,655,635 2038 2,217,979 1,921,962 1,323,000 3,631,933 220,800 9,315,674 4,657,837 2039 2,220,580 1,921,653 1,326,000 3,625,838 219,800 9,313,871 4,656,936 2040 2,221,791 1,924,960 1,327,000 3,623,500 218,800 9,316,051 4,658,026 2041 2,221,612 1,921,710 1,326,000 3,622,050 217,800 9,309,172 4,654,586 2042 2,225,043 1,927,076 305,375 442,200 4,899,694 2,449,847 2043 2,220,642 1,925,084 305,400 431,681 4,882,807 2,441,404 2044 2,219,531 1,921,152 300,163 420,844 4,861,690 2,430,845 2045 $2,216,553 $1,915,280 $410,006 4,541,839 2,270,920 2046 $2,211,710 $1,912,468 $399,169 4,523,347 2,261,674 2047 $1,912,522 $660,375 2,572,897 1,286,449 2048 $1,910,063 $638,500 2,548,563 1,274,282 2049 $1,905,635 $616,375 2,522,010 1,261,005 2050 $1,904,238 $608,625 2,512,863 1,256,432 2051 $1,900,693 $604,750 2,505,443 1,252,722 $15,514,340 $877,200 $53,282,262 $45,477,315 $25,182,325 $52,996,933 $9,499,079 202,829,454 $101,414,727 The Schertz/Seguin Local Government Corporation Contract Revenue Bonds Paid 1/2 Schertz, 1/2 Seguin 329 of 335 Glossary Account A designation assigned to an accounting entry where a running total of all entries is kept. It is a grouping of assets, liabilities, reserves, retained earnings, revenues, or expenses. Accounting Standards The generally accepted accounting principles (GAAP) set by the Governmental Accounting Standards Board (GASB) that guide the recording and reporting of financial information. Accounts Payable A short term liability (less than one year) showing the amounts currently owed for goods and services received by the City. Accounts Receivable A short term asset (less than one year) showing the amount currently due to the City for goods and services provided. Accrual Accounting An accounting method in which revenues and expenses are recorded at the time they occur, rather than when cash is traded hands. Used for financial reports Ad Valorem Taxes Commonly referred to as property taxes. The charges levied on all real and certain personal property according to the property's assessed value and the tax rate. Used to support the General Fund and pay general obligation debt. Adopted Budget The budget as approved by the City Council. It sets the legal spending limits and funding sources for the fiscal year. Assessed Value A value set upon real estate or other property as a basis for levying property taxes. For the City of Schertz, the Appraisal Districts of Bexar, Comal, and Guadalupe Counties are responsible for assessing property values. Asset Resources of the City that cover liability obligations. Bad Debt Expense This expense is used to recognize the City's estimated amount of uncollectable revenue. Balanced Budget A budget where current revenues meet or exceed current expenses resulting in a positive fund balance at the end of the fiscal year. Bond Are a long term debt issued by the City to pay for large capital projects such as buildings, streets, and water/sewer system improvements. Budget Calendar The schedule of key dates used as a guide to complete various steps of the budget preparation and adoption processes. 330 of 335 Glossary Capital Improvements Expenditures for the construction, purchase, or renovation of City facilities or property. Capital Outlay Purchase of property or equipment greater than $5,000 which will be added to the City's fixed assets. Cash Currency on hand with the bank. Cash Basis An accounting method that recognizes revenues and expenses when cash enters or leaves the bank instead of when services are provided. Certificates of Obligation Tax supported bonds similar to general obligation bonds and can be issued after meeting strict publication requirements and council approval. Charter A document that establishes the city's governmental structure and provides distribution of powers and duties. In order to be implemented or changed it must be approved with a vote by the people City Council The elected governing body of the City, consisting of the Mayor and five (5) council members acting as the legislative and policy-making bod of the City. CRM Client Resource Management - a type of software for tracking dates, events, and clients. Debt Service Payments on debt made up of principle and interest following a set schedule. Delinquent Taxes Property taxes remaining unpaid after the due date. Delinquent taxes incur penalties and interest at rates specified by law. Department A functional group of the City with related activities aimed at accomplishing a major City service or program. Depreciation In accounting, this is a noncash expense that reduces the value of a capital asset over its expected useful life. Effective Tax Rate The rate that would produce the same amount of property taxes from the properties on the previous year's tax rolls. Enterprise Fund See Proprietary Fund. Expenditure Any payment made by the City. 331 of 335 Glossary Expense Any reduction in Fund Balance. Fiscal Year The time period designated by the City signifying the beginning and ending period for recording the financial transactions of the City. The City of Schertz' fiscal year begins each October 1st and ends the following September 30th. Fixed Assets Assets of a long-term character which are intended to be held or used, such as land, buildings, machinery, furniture, and equipment. FTE Full Time Equivalent (FTE) is a measure of employment of a position based on the total hours worked in a week versus the expected 40 hours of a full time employee. Fund A fiscal and accounting entity established to record receipt and disbursement of income from sources set aside to support specific activities or to attain certain objectives. Each fund is treated as a distinct fiscal entity where assets equal liabilities plus fund balances. Fund Balance The difference between fund assets and fund liabilities of governmental and trust funds. Fund Equity The difference between assets and liabilities of any fund. General Fund The major fund in most governmental entities. It contains many activities associated with municipal government, such as police and fire rescue, libraries, parks and recreation. General Obligation Bonds A municipal bond backed by property taxes Goals Department/Division objectives intended to be accomplished or begun within the coming fiscal year. Governmental Fund Funds, or specific groups of revenues and expenses, including the General Fund, Special Revenue Funds, Capital Project Funds, and Debt Service Funds. Home Rule City Cities which have over 5,000 in population and have adopted home rule charters. I&S Interest and Sinking - The portion of the property tax that goes to pay debt issued by the City Interest & Sinking Fund See Debt Service Fund. 332 of 335 Glossary Interfund Transfers Transfer made from one City fund to another City Fund for the purpose of reimbursement of expenditures, general and administrative services, payments-in-lieu of taxes, or debt service. Intergovernmental Revenues Revenues from other governments in the form of grants, entitlements, shared revenues, or payments-in-lieu of taxes. Service contracts? Liability Debt or other legal obligations arising out of transactions in the past that must be liquidated, renewed, or refunded at some future date. The term does not include encumbrances. LUE's Living Unit Equivalent, the amount of water in gallons per year that an average household would produce M&O Acronym for "maintenance and operations". (1) The recurring costs associated with a department or activity; (2) the portion of the tax rate that is applied to the General Fund. Mission The basic purpose of a department/division - the reason for its existence. Mixed Beverage Tax A tax imposed on the gross receipts of a licensee for the sale, preparation, or serving of mixed beverages. Modified Accrual basis Method of governmental accounting recognizes revenues when they are measurable and available and expenditures when goods or services are received with the exception of principal and interest on long term debt. Operating Budget Plans of current expenditures and the proposed means of financing them. The annual operating budget is the primary means by which most of the financing activities of the City are controlled. Operating Expenses Proprietary Fund expenses related directly to the Fund's primary activity. Ordinance A formal legislative enactment by City Council. Payment-in-lieu of Taxes A payment made to the City in lieu of taxes. These payments are generally made by tax exempt entities for which the City provides specific services. For example, the City's Water & Sewer Fund provides this payment to the City's General Fund because of the Water & Sewer Fund's exemption from property taxation. 333 of 335 Glossary Proprietary Fund Also referred to as Enterprise Fund. A governmental accounting fund in which services are provided, such as water and sewer service, are financed and operated similarly to those in a private business. The intent is that the costs of providing these services be recovered through user charges. Resolution A special or temporary order of the City Council. Requires less formality than an ordinance. Retained Earnings An equity account reflecting the accumulated earnings of a proprietary fund. Revenue Bonds Bonds whose principal and interest are payable exclusively from earnings of a proprietary fund. Special Revenue Fund Accounts for the proceeds of specific revenue sources that are legally restricted to expenditure for specified purposes. Tax Base The total net taxable value after exemptions of all real and personal property in the City. Tax Levy The result of multiplying the ad valorem property tax rate per one hundred dollars times the tax base. Tax Rate The rate applied to all taxable property to general revenue. The City's tax rate is comprised of two components; the debt service rate, and the maintenance and operations (M&O) rate. Tax Roll The official list showing the amount of taxes levied against each taxpayer or property. See also Tax Base. Taxes Compulsory charges levied by a government to finance services performed for a common benefit. TMRS The Texas Municipal Retirement System provides retirement plans to its member cities. Each city selects its own plan and its contributions are computed on each individual city's plan and actuarial information. Transmittal Letter A general discussion and overview of the proposed budget as presented in writing by the City Manager to the City Council Unencumbered Balance The amount of an appropriation that is not expended or encumbered. It is essentially the amount of money still available for future purchases. 334 of 335 Glossary User Charges The payment of a fee for direct receipt of a public service by the party who benefits from the service. Utility Fund See Proprietary Fund. Vision The desired optiumum state or ultimate goal of the City or Department. 335 of 335