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08-09-2022 Agenda with backup       MEETING AGENDA City Council REGULAR SESSION CITY COUNCIL August 9, 2022                                   HAL BALDWIN MUNICIPAL COMPLEX COUNCIL CHAMBERS 1400 SCHERTZ PARKWAY BUILDING #4 SCHERTZ, TEXAS 78154 CITY OF SCHERTZ CORE VALUES Do the right thing Do the best you can Treat others the way you want to be treated Work cooperatively as a team    AGENDA TUESDAY, AUGUST 9, 2022 at 6:00 p.m. City Council will hold its regularly scheduled meeting at 6:00 p.m., Tuesday, August 9, 2022, at the City Council Chambers. In lieu of attending the meeting in person, residents will have the opportunity to watch the meeting via live stream on the City’s YouTube Channel.        Call to Order   Opening Prayer and Pledges of Allegiance to the Flags of the United States and State of Texas. (Councilmember Brown)   Employee Recognition - Employee Milestone Service Pin Presentations   Steve Solitto - 20 years Patti Casas - 20 years Aaron Dammann - 20 years Virgil Jones - 20 Years Jimmy Corrales - 20 years   City Events and Announcements  Announcements of upcoming City Events (B. James/S. Gonzalez) Announcements and recognitions by the City Manager (M. Browne) Announcements and recognitions by the Mayor (R. Gutierrez)   Hearing of Residents August 9, 2022  City Council Agenda                                Page 1     Hearing of Residents This time is set aside for any person who wishes to address the City Council. Each person should fill out the speaker’s register prior to the meeting. Presentations should be limited to no more than 3 minutes.  All remarks shall be addressed to the Council as a body, and not to any individual member thereof. Any person making personal, impertinent, or slanderous remarks while addressing the Council may be requested to leave the meeting. Discussion by the Council of any item not on the agenda shall be limited to statements of specific factual information given in response to any inquiry, a recitation of existing policy in response to an inquiry, and/or a proposal to place the item on a future agenda. The presiding officer, during the Hearing of Residents portion of the agenda, will call on those persons who have signed up to speak in the order they have registered.   Consent Agenda Items The Consent Agenda is considered self-explanatory and will be enacted by the Council with one motion. There will be no separate discussion of these items unless they are removed from the Consent Agenda upon the request of the Mayor or a Councilmember.   1.Minutes – Consideration and/or action regarding the approval of the minutes of the meeting of August 2, 2022. (B. Dennis)   2.Ordinance No. 22-M-40 - Consideration and/or action to approve an Ordinance by the City Council of the City of Schertz, Texas amending the City of Schertz Code of Ordinances and certain other Ordinances by amending and establishing fees for certain licenses, permits, and other services provided by the City of Schertz. Final Reading (M. Browne/J. Walters)   3.Appointments to various Boards, Commissions and Committees - Consideration and/or action approving the Appointment of Mr. Patrick Holmes as a Regular Member to the Historic Preservation Committee. (B. Dennis/Mayor-Council)   4.Ordinance No. 22-T-34 – Consideration and/or action approving an Ordinance by the City Council of the City of Schertz, Texas, authorizing a budget adjustment relating to the Corbett Ground Storage Tank.  Final Reading   (M. Browne/K. Woodlee/J. Shortess)   5.Resolution No. 22-R-79 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing the City Manager to sign a Letter of Intent (LOI) with Sterling McCall Ford for the purchase of one (1) new ambulance for Fiscal Year 2023/2024. (M. Browne/J. Mabbitt)   6.Resolution No. 22-R-75 – Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing a contract with Pesado Construction Co., Inc. relating to the Corbett Ground Storage Tank Project and authorizing the budget expenditures for the project.  (B. James/K. Woodlee/J. Shortess)   August 9, 2022  City Council Agenda                                Page 2       Discussion and Action Items   7.Resolution No. 22-R-63 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing the City Manager to issue a purchase order for the purchase of a Pierce-Custom Velocity Pumper Truck as part of the 2023-2024 Vehicle/Equipment replacement program. (C. Kelm/S. Williams)   8.Resolution 22-R-76- Consideration/Action to approve a Resolution approving a Bond Resolution previously adopted by the Board of Directors of the Schertz/Seguin Local Government Corporation (SSLGC) authorizing the issuance of obligations designated as “Schertz/Seguin Local Government Corporation Contract Revenue Improvement Bonds, New Series 2022A” acknowledging that these Obligations will be sold pursuant to the provisions of a Purchase Contract; ratifying, reconfirming and readopting provisions of a Regional Water Supply Contract executed between the City of Schertz, Texas, the City of Seguin, Texas, and the Schertz/Seguin Local Government Corporation, authorizing the Mayor, the City Manager, and the City Secretary of the City of Schertz, Texas to execute on behalf of the City of Schertz, Texas all documents in connection with this transaction; and other matters in connection therewith (B. James/S. Williams/A. Beard)   9.Resolution No. 22-R-82 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing a preliminary maximum tax rate for fiscal year 2022-23 and setting the Public Hearing dates, and other matters in connection therewith.  (M. Browne/B. James/J. Walters)    Workshop   10.Proposed FY 2022-23 Budget - Workshop and Discussion on the Proposed FY 2022-23 Budget.  (M. Browne/B. James/J. Walters)   Roll Call Vote Confirmation   Closed Session   11.The City Council will meet in closed session in accordance with Section 551.074 of the Texas Government Code, Personnel Matters, to discuss the direction to fill the City Manager vacancy.      12.The City Council will meet in closed session in accordance with Section 551.074 of the Texas Government Code, personnel, to deliberate and evaluate the performance and duties of City Manager: Dr. Mark Browne.      Reconvene into Regular Session   13.Take any action based on discussions held in Closed Session under Agenda Item 11.   August 9, 2022  City Council Agenda                                Page 3       14.Take any action based on discussions held in Closed Session under Agenda Item 12.     Roll Call Vote Confirmation   Information available in City Council Packets - NO DISCUSSION TO OCCUR     15.Update on the Beck Landfill Permit Application   Requests and Announcements  Announcements by the City Manager. Requests by Mayor and Councilmembers for updates or information from staff.     Requests by Mayor and Councilmembers that items or presentations be placed on a future City Council agenda.   Announcements by Mayor and Councilmembers    City and Community Events attended and to be attended City Council Committee and Liaison Assignments (see assignments below) Continuing Education Events attended and to be attended Recognition of actions by City Employees Recognition of actions by Community Volunteers   Adjournment   CERTIFICATION I, BRENDA DENNIS, CITY SECRETARY OF THE CITY OF SCHERTZ, TEXAS, DO HEREBY CERTIFY THAT THE ABOVE AGENDA WAS PREPARED AND POSTED ON THE OFFICIAL BULLETIN BOARDS ON THIS THE 5th DAY OF AUGUST 2022 AT 5:30 P.M., WHICH IS A PLACE READILY ACCESSIBLE TO THE PUBLIC AT ALL TIMES AND THAT SAID NOTICE WAS POSTED IN ACCORDANCE WITH CHAPTER 551, TEXAS GOVERNMENT CODE.    BRENDA DENNIS    I CERTIFY THAT THE ATTACHED NOTICE AND AGENDA OF ITEMS TO BE CONSIDERED BY THE CITY COUNCIL WAS REMOVED BY ME FROM THE OFFICIAL BULLETIN BOARD ON _____DAY OF _______________, 2022. TITLE: ______________ This facility is accessible in accordance with the Americans with Disabilities Act. Handicapped parking spaces are available. If you require special assistance or have a request for sign interpretative services or other services, please call 210-619-1030. The City Council for the City of Schertz reserves the right to adjourn into closed session at any time during the course of this meeting to discuss any of the matters listed above, as authorized by the Texas Open Meetings Act. Closed Sessions Authorized: This agenda has been reviewed and approved by the City’s legal counsel and the presence of any subject in any Closed Session portion of the agenda constitutes a written interpretation of Texas Government August 9, 2022  City Council Agenda                                Page 4     Code Chapter 551 by legal counsel for the governmental body and constitutes an opinion by the attorney that the items discussed therein may be legally discussed in the closed portion of the meeting considering available opinions of a court of record and opinions of the Texas Attorney General known to the attorney. This provision has been added to this agenda with the intent to meet all elements necessary to satisfy Texas Government Code Chapter 551.144(c) and the meeting is conducted by all participants in reliance on this opinion.    COUNCIL COMMITTEE AND LIAISON ASSIGNMENTS     Mayor Gutierrez Audit Committee Board of Adjustments Investment Advisory Committee Main Street Committee Councilmember Scagliola – Place 5 Animal Advisory Commission - Alternate Cibolo Valley Local Government Corporation - Alternate Hal Baldwin Scholarship Committee Interview Committee for Boards and Commissions - Alternate Schertz-Seguin Local Government Corporation Councilmember Davis– Place 1 Interview Committee for Boards and Commissions Main Street Committee - Chair Parks & Recreation Advisory Board Schertz Housing Authority Board Transportation Safety Advisory Commission TIRZ II Board  Councilmember – Place 2 (VACANT)   Councilmember Whittaker – Place 3 Audit Committee Historical Preservation Committee Interview Committee for Boards and Commissions Library Advisory Board TIRZ II Board    Councilmember Dahle – Place 4 Cibolo Valley Local Government Corporation Interview Committee for Boards and Commissions Planning & Zoning Commission TIRZ II Board   Councilmember Heyward – Place 6 Animal Advisory Commission Audit Committee Building and Standards Commission Economic Development Corporation - Alternate Investment Advisory Committee Main Street Committee Councilmember Brown – Place 7 Economic Development Corporation Main Street Committee Schertz-Seguin Local Government Corporation - Alternate      August 9, 2022  City Council Agenda                                Page 5     Agenda No. 1.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:City Secretary Subject:Minutes – Consideration and/or action regarding the approval of the minutes of the meeting of August 2, 2022. (B. Dennis) BACKGROUND The City Council held a Regular City Council meeting on August 2, 2022. RECOMMENDATION Recommend Approval.  Attachments 08-02-2022 Minutes  MINUTES REGULAR MEETING August 2, 2022 A Regular Meeting was held by the Schertz City Council of the City of Schertz, Texas, on August 2, 2022, at 6:00 p.m. in the Hal Baldwin Municipal Complex Council Chambers, 1400 Schertz Parkway, Building #4, Schertz, Texas. The following members present to-wit: Present:Mayor Ralph Gutierrez; Mayor Pro-Tem Allison Heyward; Councilmember Mark Davis; City Council Place 2 - Vacant; Councilmember Jill Whittaker; Councilmember Michael Dahle; Councilmember David Scagliola; Councilmember Tim Brown City Staff: City Manager Dr. Mark Browne; City Attorney Daniel Santee; City Secretary Brenda Dennis; Assistant to the City Manager Sarah Gonzalez          Call to Order Mayor Gutierrez called the meeting to order at 6:00 p.m.   Opening Prayer and Pledges of Allegiance to the Flags of the United States and State of Texas. (Councilmember Heyward) Mayor Gutierrez recognized Councilmember Allison Heyward who provided the opening prayer followed by the Pledges of Allegiance to the Flags of the United States and the State of Texas.   A. Mayor Pro-Tem Oath of Office - Oath of Office administered to Councilmember Allison Heyward. (B. Dennis) City Secretary Brenda Dennis provided the Oath of Office for the Mayor Pro-Tem Office to Councilmember Allison Heyward.   Employee Recognition - Introduce New Employees Department Heads introduced their new employees to the City Council. EMS: Paige Everett, Ian Shaw and Dorian Lopez Paramedic (Part-Time) - Abigail Gentry, Joshua Michalec, EMT (Part-Time) Inspections: Alanna Sumner - Permit Technician IT: Britni Hughes, Oscar Medina IT Support Specialist Parks : Cassandra Paddock - Recreation Manager, Paul Rodriguez - Park Maintenance Technician (Part time) Public Works: Dan Aris - Service Worker I, Randy Clark - Street Worker II Police: Vanessa King-Wilson - Communications Officer   1 City Events and Announcements Announcements of upcoming City Events (B. James/C. Kelm/S. Gonzalez) Mayor Gutierrez recognized Assistant to the City Manager Sarah Gonzalez who provided the following announcements: Friday, August 5 Council Budget Retreat 8:00 AM – 4:00 PM Bluebonnet Hall Tuesday, August 9 Next regular scheduled Council meeting 6:00 PM Council Chambers Election Information Filing for place on the ballot has begun for the November 8, 2022 City of Schertz Joint General Election to elect a Mayor and Councilmembers in Place 1 and 2 for a three-year term from November 2022 and ending November 2025. Filing ends August 22, 2022 at 5:00 PM. Candidate packets are available online on the city’s website and can also be obtained in the City Secretary’s office, 1400 Schertz Parkway, Building #2. Announcements and recognitions by the City Manager (M. Browne) No announcements were provided. Announcements and recognitions by the Mayor (R. Gutierrez) Mayor Gutierrez recognized the Parks and Recreation Department for their assistance in the success of the Guam Liberation Event that took place on Saturday. Mayor Gutierrez also stated that he wanted to bring caution to all those regarding the recent heat we have been experiencing. Know your limitations and if you feel sick take cover and do what you need to do to seek assistance. Also speaking of the heat, please to be cautious as the grounds have dried up and in some areas the grounds have large cracks. Some are large enough if stepped in you could twist an ankle. Pay caution if you are walking in a park or field. Be safe.   Hearing of Residents This time is set aside for any person who wishes to address the City Council. Each person should fill out the speaker’s register prior to the meeting. Presentations should be limited to no more than 3 minutes.  All remarks shall be addressed to the Council as a body, and not to any individual member thereof. Any person making personal, impertinent, or slanderous remarks while addressing the Council may be requested to leave the meeting. 2 Mayor Pro-Tem Heyward recognized the following who spoke: Ms. Barbara Mansfield Gonzales, 1012 Antler Drive, who spoke regarding the Drainage Study for Maske, Windy Meadows, Nell dean, Commercial Place & Pecan - she referenced several documents that were provided to the Council that were of concern.   Consent Agenda Items The Consent Agenda is considered self-explanatory and will be enacted by the Council with one motion. There will be no separate discussion of these items unless they are removed from the Consent Agenda upon the request of the Mayor or a Councilmember. Mayor Gutierrez read the following items into record:   1.Minutes – Consideration and/or action regarding the approval of the minutes of the meeting of July 26, 2022. (B. Dennis)      2.Resolution No. 22-R-77 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas authorizing the City Manager to reject all proposals received for BID 2021-021 regarding the Schertz Soccer Complex Water Storage and Well Improvements. (M. Browne/B. James/L. Shrum) Mayor Gutierrez asked Council if there were any items they wished removed from Consent, as there were none, Mayor Gutierrez called for a motion to approve Consent Agenda Items 1 and 2. Mayor Gutierrez mentioned that Councilmember Whittaker was joining us this event virtually and is present on the big screen.       Moved by Councilmember Tim Brown, seconded by Mayor Pro-Tem Allison Heyward to approve Consent Agenda Items 1 & 2.  AYE: Mayor Pro-Tem Allison Heyward, Councilmember Mark Davis, Councilmember Jill Whittaker, Councilmember Michael Dahle, Councilmember David Scagliola, Councilmember Tim Brown Passed   Discussion and Action Items   3.Ordinance No. 22-B-32 - Consideration and approval of an ordinance authorizing the issuance of “City of Schertz, Texas General Obligation Bonds, Series 2022”; levying a continuing direct annual ad valorem tax, within the limitations prescribed by law, for the payment of the bonds; providing for an effective date. First & Final (M. Browne/J. Walters/A. Friedman)    3 Mayor Gutierrez read the following into record: Ordinance No. 22-B-32 AN ORDINANCE AUTHORIZING THE ISSUANCE OF “CITY OF SCHERTZ, TEXAS GENERAL OBLIGATION BONDS, SERIES 2022”; LEVYING A CONTINUING DIRECT ANNUAL AD VALOREM TAX, WITHIN THE LIMITATIONS PRESCRIBED BY LAW, FOR THE PAYMENT OF THE BONDS; PRESCRIBING THE FORM, TERMS, CONDITIONS, AND RESOLVING OTHER MATTERS INCIDENT AND RELATED TO THE ISSUANCE, SALE, AND DELIVERY OF THE BONDS, INCLUDING THE APPROVAL AND DISTRIBUTION OF AN OFFICIAL STATEMENT PERTAINING THERETO; AUTHORIZING THE EXECUTION OF A PAYING AGENT/REGISTRAR AGREEMENT AND A PURCHASE CONTRACT; COMPLYING WITH THE PROVISIONS OF THE DEPOSITORY TRUST COMPANY’S LETTER OF REPRESENTATIONS; AUTHORIZING THE EXECUTION OF ANY NECESSARY ENGAGEMENT AGREEMENT WITH THE CITY’S FINANCIAL ADVISORS; AND PROVIDING FOR AN EFFECTIVE DATE (First & Final) Mayor Gutierrez recognized Finance Director James Walters who stated he will be providing a brief overview of this item as well as the next as those go hand in hand. Mr. Walters stated the City went out for a couple of bonds in accordance with our long-term debt plan, our debt model and our CIP Plan. Tonight we have the funding for 1518 - the city's remaining portion, and it will go to TxDOT to kick off that roadway, the voter approved Fire Station #4 construction bonds, and also discussed during the Notice of Intent Resolution, money for the Main Street Improvements as well as some water and sewer improvements that were also included in our recent rate study. These bonds are slightly different than what we had previously, normally we would have a Competitive Sale, where we would have announced the amount we have, with financial information and our bond rating and different Underwriters from across the nation and then turn around a bid for the lowest interest rate. He stated this year with the volatility of the market SAMCO our Financial Advisors thought it best that we took a slightly different approach and go with the Negotiated Sale. This is where we choose some Underwriters first and turn around and use them to do more research on us and go out and actually find buyers, the Underwriters actually buy our bonds and turn around and subset it out, that is how the Competitive Sale works. With the Competitive Sale the Underwriters actually went out for us and lined up some buyers, then put in a good interest rate based on what they can sell and see in the market. Mr. Walters stated that we did the Negotiated Sale for both the Co's and Go's, both items tonight were the same method. Financial Advisor Andrew Friedman with SAMCO Capital Markets came forward further provided information regarding the difference in Competitive Sale and 4 Negotiated Sale and the context and what it means to Schertz. He explained the Underwriters they worked with for the Negotiated Sale. He also provided information on the results of the sale, provided the numbers for Sources and uses of funds, went over the Bond Summary Statistics. He stated that for both issuances they came in at 3.34% interest rate, with 20 year financing and 10 year call option at a fixed interest rate of 3.34%, supported by City's Ad Valorem Tax and impart by the Utility System. Mayor Gutierrez thanked Mr. Walters and Mr. Friedman for explaining the difference in Competitive Sale and Negotiated Sale. Mr. Friedman addressed questions from Council. As there were no other questions, Mayor Gutierrez called for a motion to approve and pointed out the specific motion that needed to be made.    Moved by Councilmember Michael Dahle, seconded by Councilmember Tim Brown moved that the City Council adopt an ordinance authorizing the City of Schertz, Texas General Obligation Bonds, Series 2022  AYE: Mayor Pro-Tem Allison Heyward, Councilmember Mark Davis, Councilmember Jill Whittaker, Councilmember Michael Dahle, Councilmember David Scagliola, Councilmember Tim Brown Passed   4.Ordinance No. 22-B-33 - Consideration and approval by the City Council of the City of Schertz, Texas authorizing the issuance of “City of Schertz, Texas, Combination Tax and Limited Pledge Revenue Certificates of Obligation, Series 2022A”; providing for the payment of said certificates by the levy of an ad valorem tax upon all taxable property within the city and further securing said certificates by a lien on and pledge of the pledged revenues of the system; and other matters incident and related thereto. First & Final) (M. Browne/J. Walters/A. Friedman) Mayor Gutierrez read the following into record: Ordinance No. 22-B-33 ORDINANCE NO. 22-B-33 AN ORDINANCE AUTHORIZING THE ISSUANCE OF “CITY OF SCHERTZ, TEXAS COMBINATION TAX AND LIMITED PLEDGE REVENUE CERTIFICATES OF OBLIGATION, SERIES 2022A”; PROVIDING FOR THE PAYMENT OF SAID CERTIFICATES BY THE LEVY OF AN AD VALOREM TAX UPON ALL TAXABLE PROPERTY WITHIN THE CITY AND FURTHER SECURING SAID CERTIFICATES BY A LIEN ON AND PLEDGE OF THE PLEDGED REVENUES OF THE SYSTEM; PROVIDING THE TERMS AND CONDITIONS OF SAID CERTIFICATES AND RESOLVING OTHER MATTERS INCIDENT AND RELATING TO THE ISSUANCE, PAYMENT, SECURITY, SALE, AND DELIVERY OF SAID CERTIFICATES, INCLUDING THE APPROVAL AND DISTRIBUTION OF AN OFFICIAL STATEMENT PERTAINING THERETO; AUTHORIZING THE EXECUTION OF A PAYING    5 AGENT/REGISTRAR AGREEMENT AND A PURCHASE CONTRACT; COMPLYING WITH THE REQUIREMENTS OF THE LETTER OF REPRESENTATIONS PREVIOUSLY EXECUTED WITH THE DEPOSITORY TRUST COMPANY; AUTHORIZING THE EXECUTION OF ANY NECESSARY ENGAGEMENT AGREEMENT WITH THE CITY’S FINANCIAL ADVISORS; AND PROVIDING AN EFFECTIVE DATE (First & Final) Mayor Gutierrez recognized Financial Advisory Andrew Friedman with SAMCO Capital who stated that he had nothing to add as most information was provided on the last item, again 20 year financing and 10 year call option at a fixed interest rate of 3.34%, supported by City's Ad Valorem Tax and impart by the Utility System. Mayor Gutierrez stated that Item #3 with the GO and Item #4 is the CO and that is why they were read separately and are separate securities. As there were no questions from Council, Mayor Gutierrez pointed out the specific motion that needed to be made.    Moved by Mayor Pro-Tem Allison Heyward, seconded by Councilmember Tim Brown that the City Council adopt an ordinance authorizing the City of Schertz, Texas Combination Tax and Limited Pledge Revenue Certificates of Obligation, Series 2022A.  AYE: Mayor Pro-Tem Allison Heyward, Councilmember Mark Davis, Councilmember Jill Whittaker, Councilmember Michael Dahle, Councilmember David Scagliola, Councilmember Tim Brown Passed   5.Ordinance No. 22-T-34 – Consideration and/or action approving an Ordinance by the City Council of the City of Schertz, Texas, authorizing a budget adjustment relating to the Corbett Ground Storage Tank.  First Reading (M. Browne/K. Woodlee/J. Shortess) Mayor Gutierrez read the following into record: ORDINANCE NO. 22-T-34 AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING AN ADJUSTMENT TO THE FISCAL YEAR 2021-2022 BUDGET TO PROVIDE FUNDING FOR CONSTRUCTION RELATED TO THE CORBETT GROUND STORAGE TANK, REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT WITH THIS ORDINANCE; AND PROVIDING AN EFFECTIVE DATE (First Reading) Mayor Gutierrez introduced Engineer Jennifer Shortness who introduced this item stating the goal of this ordinance is to amend the fiscal year 2021-2022 budget to    6 allocate Water Capital Reserve dollars to provide funding to construct the 3.0 million gallon Corbett Ground Storage Tank. The proposed 3.0 million gallon Corbett Ground Storage Tank will provide critical storage and redundancy at the Corbett Tank Site in order to provide water to customers on a daily basis and to a larger portion of the City in an emergency situation. As of June 30, 2022, the Water Capital Recovery Fund had $8.9 million available. This ordinance will allocate $4.23 million from the Water Capital Recovery Fees to construction services related to the Corbett Ground Storage Tank project. Staff recommends approval. Mayor Gutierrez thanked Congressman Gonzales for the $3.5 million dollars of funding.    Moved by Mayor Pro-Tem Allison Heyward, seconded by Councilmember Tim Brown to approve Ordinance No. 22-T-44 first reading.  AYE: Mayor Pro-Tem Allison Heyward, Councilmember Mark Davis, Councilmember Jill Whittaker, Councilmember Michael Dahle, Councilmember David Scagliola, Councilmember Tim Brown Passed   6.SSLGC Contract Revenue Bonds - Discussion and consideration of forthcoming Schertz/Seguin Local Government Corporation plan to issue up to $4,500,000 Contract Revenue Bonds, New Series 2022. (C. Kelm/S. Williams/A. Beard) Mayor Gutierrez read the following into record: Discussion and consideration of forthcoming Schertz/Seguin Local Government Corporation plan to issue up to $4,500,000 Contract Revenue Bonds, New Series 2022 Mayor Gutierrez recognized Financial Advisors Andrew Friedman and Ryan Cunningham with SAMCO Capital Markets Mr. Friedman stated the briefing this evening relative to the Schertz/Seguin Local Government Corporation, a timetable was passed out to Council, this is for a Contract Revenue Bond to fund planning and design or SSLGC's next project. He stated Ms. Beard is in the audience for any engineering or project related questions. He stated the Executive Committee of SSLGC recommended to move forward with the $4,500,000 financing, again for SSLGC's projects and debt are split 50/50 between the City of Seguin and the City of Schertz, this would be paid for in this way. SSLGC last week approved Parameter Sale for the sale of these bonds, the next action items are for the Cities of Schertz and Seguin City Councils to ratify that action to approve the Parameter Sale to proceed with the financing. Goal is to get concurrence from Council to proceed with consider a Parameter Sale Resolution. After both Cities have ratified that action, the plan is to price the $4.5M dollars on August 19th with funding to take place on September 21, 2022. Mr.    7 Friedman provided information on the breakdown of debt service for the $4.5M dollars for this proposed project and then for illustrated purposes only is a future financing for a project they are doing preliminary engineering design work on that is tentatively proposed to take place in 2025 for those pipeline projects. This debt service will be worked into both Cities existing rate studies. He stated that just as we approved the Negotiated Sales for the GO Bonds and CO Bonds, SSLGC has always sold its debt through the Negotiated Sale method in large part because it is a unique issuer and this will be sold in that same method. He stated he and the Schertz Bond Attorney Mr. Matt Lee and SSLGC General Manager Amber Beard are here to address questions. Mayor Gutierrez opened it up for Council questions and recognized Councilmember Dahle who asked what is actually the preliminary work, it that only going to be designed in engineering, is right-of-way included? Ms. Beard came forward stating that this $4.5M is for preliminary design work, right-of-way acquisition, typo survey, all environmental work that is needed to be done upfront for the project. No further comments or questions. Mayor Gutierrez stated that this is not an action item, it is only to get consensus from Council to move forward. An action item will be forthcoming on a future agenda. It was the concurrence of Council to move forward. Mayor and Council thanked Ms. Beard for serving as the General Manager and wishes her well in her future endeavors. Ms. Beard thanked the City of Schertz, City of Seguin and the Corporation for the opportunity to serve as the General Manager.   7.Ordinance No. 22-M-40 - Consideration and/or action to approve an Ordinance by the City Council of the City of Schertz, Texas amending the City of Schertz Code of Ordinances and certain other Ordinances by amending and establishing fees for certain licenses, permits, and other services provided by the City of Schertz. First Reading (M. Browne/J. Walters) Mayor Gutierrez read the following into record: ORDINANCE NO. 22-M-40 AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AMENDING THE CITY OF SCHERTZ CODE OF ORDINANCES AND CERTAIN OTHER ORDINANCES BY AMENDING AND ESTABLISHING FEES FOR CERTAIN LICENSES, PERMITS, AND OTHER SERVICES PROVIDED BY THE CITY OF SCHERTZ. (First Reading) Mayor Gutierrez recognized Finance Director James Walters who provided information regarding the fee changes. Mr. Walters stated Schertz Magazine rates have not been increased since its creation in 2008; however, many area publications have also held steady rates over the years as well. Recently Schertz Magazine costs for paper/printing have increased about    8 as well. Recently Schertz Magazine costs for paper/printing have increased about 20-25% since last year and to help offset rising costs staff is proposing a 10% increase on advertising fees. To keep our rates competitive in the market and to avoid a sharp increase which may impact interest from small businesses staff recommends a gradual increase of 10%. The last meaningful rate increases for the rental facilities took place in FY 2017-18. The pandemic and frequent closures (COVID, Vaccine Clinics and HVAC replacement) of our facilities sidelined rate evaluations and adjustments over the past 5 years. The proposed fee schedule adjustments and increases are aimed at continuing to increase our cost recovery while also maintaining a competitive market position among other venues of similar size and quality. Additionally, throughout the last 5 years the City has made tremendous investments ($1.36 million) into the rental facilities (ballroom kitchen remodel, new floors, new AV system, new chairs and new HVAC) and the proposed rates better reflect the quality of services offered to our customers. Below is a breakdown of the proposed changes: Proposed Adjustments to current fees: Adjustment to the Kitchen Fee to now be Kitchen/F&B Fee. In the past this fee was tied to a capital recovery fee for the replacement of kitchen items. We no longer have a capital recovery account for the kitchens, so we are adding F&B into this fee to account for any events that have food and accumulate trash and additional work for event staff. In 2020 we renovated the ballroom kitchen to include a larger area and additional appliances. We would recommend a fee increase to $300.00 to account for the increased amenities. Early Open fee is being increased to deter folks from booking additional hours. During peak seasons, additional event hours add time and stress to our staff, and we are hoping this fee will deter folks from either booking additional hours or coming in early for their events. Staff feels there is value in offering an additional rental hour in certain circumstances, so we do not wish to remove the fee entirely. We increased the special rates for HOA/Funerals to maintain a $50 discount on the normal room rental. This adjustment is driven by the increase in the standard room rental. Across the board, we are recommending fee increases by 10-15% in all rental venues. These increases are in line with other rates in the area and push us forward in closing the gap on cost recovery. In 2019 (the last time we were able to complete an accurate cost recovery) we were running about an 85% cost recovery, but expenses have increased (staff salaries up by 13%, supplies, utilities) since that time so our current cost recovery is estimated to be in the 70% range. A 25-30% fee increase would not be recommended at one time so instead, staff recommends a 10-15% rate increase. New Braunfels Civic Center is also proposing similar fee increases this year. We are recommending the elimination of the half-day rate in the ballroom/cut-off hall on Sundays. The size of this room does not lend itself to shorter events on the weekend and for consistency, we will couple Sunday and Friday rates together as we do in the Bluebonnet Hall. 9 Clarification was added for the A/V services in the bluebonnet hall, ballroom and applicable breakout rooms. Current A/V rates will include access to 2 screens/projectors. We are recommending the A/V services fee in the bluebonnet hall be increased to match the ballroom fee as the A/V system has been upgraded and both rooms offer the same services and features. We are also recommending the elimination of the banquet package in the ballroom and bluebonnet hall Mon-Thur. This fee is not often used as most events during the week don’t need a dance floor, bar, up lights, etc. Renters will still be able to add amenities as needed and enjoy the lower room rates offered during the week. Proposed New Fees: Staff would like to offer a beverage tub for our clients. This tub would be used to cool soft drinks, water, and other beverages during events to eliminate the use of ice chests in the Civic Center. In the past ice chests have leaked onto the floors causing a hazard during events and also damage to the floor. Even with floor mats under them we have experienced these issues. The beverage tub would aim to eliminate the need/use of ice chests in the building and protect our new floors in the ballroom. Staff would like to create a fee for the private suite attached to the ballroom. This room has recently been renovated to offer a comfortable space for a small group of people to meet. The fee is comparable to other area venues. Based on evaluation of the quality-of-life fee and the renters who use this staff is recommending eliminating this fee. In lieu of this fee, we would recommend a Gym Use Fee for the Community Center only. This fee is more broadly defined and fits better for different community recreation types of events. The recommended fee is low compared to other Gym Use Fees but there is minimal work to be done with these types of recreation groups and we do not wish to deter folks from using the facility. In City Events, staff is adding in the Signs of Love for the Kick Cancer walk/run event. Indoor volleyball league will be removed or lack of participation as well as the fee for the t-shirt decorating contest at Jubilee that we are not planning on having next year. Parks is adding fees for group picnic areas as a new reservation service hoping to meet the needs of larger gatherings. Pools is adding fees describing the Float & Fireworks event and the Paws in the Pool event. The fee to add a paver at the Veteran's Memorial will be added to the fee schedule. The Senior Center Membership Fee will be added to the fee schedule. Under Health and Sanitation, staff recommends removing the section describing the 10 City Code Violation Court Fee of $10 as this amount is under the preview of the Judge and is set by them during court. Fire recommends removing Flammable liquid and gas tank permits as this is now reviewed by the state making staff's review redundant. EMS proposes to increase millage to $22. This fee hasn't been updated since FY 2013-14 and staff has seen higher fuel and vehicle maintenance costs. EMS also recommends increase the Per Capita fee charged to service areas by 2% to help offset inflation costs. Planning & Zoning added some clarifying language on the Appeals and request for amendments to include requests to the Comprehensive Land Use Plan. Inspection recommends adding a increasing scale for reinspections. Staff is getting too many re-inspection requests from builders and is being used as quality control. Quality control is the responsibility of the contractor and the volume of requests makes it hard for staff to keep up, ultimately slowing development. This graduated scale will keep first reinspection requests the same as staff understands it can take a few tries to get something right. The third reinspection increases from $75 to $150 and each other reinspection is $500. This is per trade and not per project so getting a reinspection on plumbing won't increase the fee to get an inspection on electrical. Also in Inspections, staff changed language of license/registrations of trade to clarify what is required. No changes will change any fees or current requirements. Also recommended is the removal fo the miscellaneous fees as staff feels the existing fee options will cover the customers' requests. In 2021, City Council approved a new water and wastewater rate model that provided regular funding for water and wastewater projects, specifically large maintenance and recapitalization projects. The adopted rate model projected out to 2030 to show that to meet the funding necessary to complete the planned projects, an annual 4% water and 4% wastewater rate increase would be needed. Over the past year SSLGC has been evaluating their water system and a need has been identified within the pipeline system. In order to transport the full water supply being added by the new Guadalupe Water Treatment Plant, two additional parallel transmission main segments must be constructed. To fund the design and construction of the Elm Creek and Cowey transmission main segments, SSLGC will be required to issue bonds. The SSLGC bond payments are split evenly between Schertz and Seguin, so the projected bond payments for both design and construction have been added to the rate model. Based on the additional bond costs for the Elm Creek and Cowey transmission main segments, staff is recommending an additional 1% increase to the water rates to bring the total recommended water rate increase to 5% and staff recommends continuing with the planned 4% wastewater rate increase. Staff recommends approval. 11 Mayor Gutierrez addressed questions regarding the inspection and reinspection fees and asked for clarification on how they are applied. Mayor Pro-Tem Heyward addressed questions regarding the Senior Center and the Magazine. As there were no further questions, Mayor Gutierrez called for a motion to approve.    Moved by Councilmember Mark Davis, seconded by Councilmember Tim Brown to approve Ordinance No. 22-M-40 first reading.  AYE: Mayor Pro-Tem Allison Heyward, Councilmember Mark Davis, Councilmember Jill Whittaker, Councilmember Michael Dahle, Councilmember David Scagliola, Councilmember Tim Brown Passed   Roll Call Vote Confirmation Mayor Gutierrez recognized City Secretary Brenda Dennis who provided the roll call vote confirmation for Agenda Items 1 through 7.   Information available in City Council Packets - NO DISCUSSION TO OCCUR Mayor Gutierrez stated that Agenda Item 8 is an Informational item and can be found in the Council packets as well as can be found online.   8.Monthly Update on Major Projects in progress/CIP. (B. James/K. Woodlee)     Requests and Announcements Announcements by the City Manager. No further announcements. Requests by Mayor and Councilmembers for updates or information from staff. No items requested. Requests by Mayor and Councilmembers that items or presentations be placed on a future City Council agenda. No items requested. Announcements by Mayor and Councilmembers No announcements were provided this evening.   Adjournment Mayor Gutierrez adjourned the meeting at 7:17 p.m.   _______________________________ 12 _______________________________ Ralph Gutierrez, Mayor ATTEST: ____________________________________ Brenda Dennis, City Secretary 13 Agenda No. 2.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Finance Subject:Ordinance No. 22-M-40 - Consideration and/or action to approve an Ordinance by the City Council of the City of Schertz, Texas amending the City of Schertz Code of Ordinances and certain other Ordinances by amending and establishing fees for certain licenses, permits, and other services provided by the City of Schertz. Final Reading (M. Browne/J. Walters) BACKGROUND City Departments collect a wide variety of fees for permits, services, fines and other charges that are all part of everyday operations of municipal government.  Since September 2008, the fees have been incorporated into a single fee schedule.  Ordinance 08-M-43 established the consolidated fee schedule and allows for the modification of existing fees to be done by resolution while new fees are established or added to the Fee Schedule by ordinance. The Fee Schedule ordinance provides a single document with all City fees that directly affect the users. The changes to the fees ensure the continued operation of public utilities, provides for essential services to the community and to adequately maintain the investment in existing infrastructure.  All changes to the fee schedule will have a 45-day period before the new fees take effect. This allows staff to update and advise citizens on the upcoming changes. The recommended effective date of these fee changes will be October 1, 2022. Schertz Magazine rates have not been increased since its creation in 2008; however, many area publications have also held steady rates over the years as well. Recently Schertz Magazine costs for paper/printing have increased about 20-25% since last year and to help offset rising costs staff is proposing a 10% increase on advertising fees. To keep our rates competitive in the market and to avoid a sharp increase which may impact interest from small businesses staff recommends a gradual increase of 10%. The last meaningful rate increases for the rental facilities took place in FY 2017-18. The pandemic and frequent closures(COVID, Vaccine Clinics and HVAC replacement) of our facilities sidelined rate evaluations and adjustments over the past 5 years. The proposed fee schedule adjustments and increases are aimed at continuing to increase our cost recovery while also maintaining a competitive market position among other venues of similar size and quality. Additionally, throughout the last 5 years the City has made tremendous investments ($1.36 million) into the rental facilities (ballroom kitchen remodel, new floors, new AV system, new chairs and new HVAC) and the proposed rates better reflect the quality of services offered to our customers. Below is a breakdown of the proposed changes: Proposed Adjustments to current fees: · Adjustment to the Kitchen Fee to now be Kitchen/F&B Fee. In the past this fee was tied to a capital recovery fee for the replacement of kitchen items. We no longer have a capital recovery account for the kitchens, so we are adding F&B into this fee to account for any events that have food and accumulate trash and additional work for event staff. · In 2020 we renovated the ballroom kitchen to include a larger area and additional appliances. We would recommend a fee increase to $300.00 to account for the increased amenities. would recommend a fee increase to $300.00 to account for the increased amenities. · Early Open fee is being increased to deter folks from booking additional hours. During peak seasons, additional event hours add time and stress to our staff, and we are hoping this fee will deter folks from either booking additional hours or coming in early for their events. Staff feels there is value in offering an additional rental hour in certain circumstances, so we do not wish to remove the fee entirely. · We increased the special rates for HOA/Funerals to maintain a $50 discount on the normal room rental. This adjustment is driven by the increase in the standard room rental. · Across the board, we are recommending fee increases by 10-15% in all rental venues. These increases are in line with other rates in the area and push us forward in closing the gap on cost recovery. In 2019 (the last time we were able to complete an accurate cost recovery) we were running about an 85% cost recovery, but expenses have increased (staff salaries up by 13%, supplies, utilities) since that time so our current cost recovery is estimated to be in the 70% range. A 25-30% fee increase would not be recommended at one time so instead, staff recommends a 10-15% rate increase. New Braunfels Civic Center is also proposing similar fee increases this year. · We are recommending the elimination of the half-day rate in the ballroom/cut-off hall on Sundays. The size of this room does not lend itself to shorter events on the weekend and for consistency, we will couple Sunday and Friday rates together as we do in the Bluebonnet Hall. · Clarification was added for the A/V services in the bluebonnet hall, ballroom and applicable breakout rooms. Current A/V rates will include access to 2 screens/projectors. We are recommending the A/V services fee in the bluebonnet hall be increased to match the ballroom fee as the A/V system has been upgraded and both rooms offer the same services and features. · We are also recommending the elimination of the banquet package in the ballroom and bluebonnet hall Mon-Thur. This fee is not often used as most events during the week don’t need a dance floor, bar, up lights, etc. Renters will still be able to add amenities as needed and enjoy the lower room rates offered during the week. Proposed New Fees: · Staff would like to offer a beverage tub for our clients. This tub would be used to cool soft drinks, water, and other beverages during events to eliminate the use of ice chests in the Civic Center. In the past ice chests have leaked onto the floors causing a hazard during events and also damage to the floor. Even with floor mats under them we have experienced these issues. The beverage tub would aim to eliminate the need/use of ice chests in the building and protect our new floors in the ballroom. · Staff would like to create a fee for the private suite attached to the ballroom. This room has recently been renovated to offer a comfortable space for a small group of people to meet. The fee is comparable to other area venues. · Based on evaluation of the quality-of-life fee and the renters who use this staff is recommending eliminating this fee. In lieu of this fee, we would recommend a Gym Use Fee for the Community Center only. This fee is more broadly defined and fits better for different community recreation types of events. The recommended fee is low compared to other Gym Use Fees but there is minimal work to be done with these types of recreation groups and we do not wish to deter folks from using the facility. In City Events, staff is adding in the Signs of Love for the Kick Cancer walk/run event. Indoor volleyball league will be removed or lack of participation as well as the fee for the t-shirt decorating contest at Jubilee that we are not planning on having next year. Parks is adding fees for group picnic areas as a new reservation service hoping to meet the needs of larger gatherings. Pools is adding fees describing the Float & Fireworks event and the Paws in the Pool event. The fee to add a paver at the Veteran's Memorial will be added to the fee schedule. The Senior Center Membership Fee will be added to the fee schedule. Under Health and Sanitation, staff recommends removing the section describing the City Code Violation Court Fee of $10 as this amount is under the preview of the Judge and is set by them during court. Fire recommends removing Flammable liquid and gas tank permits as this is now reviewed by the state making staff's review redundant. EMS proposes to increase millage to $22. This fee hasn't been updated since FY 2013-14 and staff has seen higher fuel and vehicle maintenance costs. EMS also recommends increase the Per Capita fee charged to service areas by 2% to help offset inflation costs. Planning & Zoning added some clarifying language on the Appeals and request for amendments to include requests to the Comprehensive Land Use Plan. Inspections recommends adding a increasing scale for reinspections. Staff is getting too many re-inspection requests from builders and is being used as quality control. Quality control is the responsibility of the contractor and the volume of requests makes it hard for staff to keep up, ultimately slowing development. This graduated scale will keep first reinspection requests the same as staff understands it can take a few tries to get something right. The third reinspection increases from $75 to $150 and each other reinspection is $500. This is per trade and not per project so getting a reinspection on plumbing won't increase the fee to get an inspection on electrical. Also in Inspections, staff changed language of license/registrations of trade to clarify what is required. No changes will change any fees or current requirements. Also recommended is the removal fo the miscallaneous fees as staff feels the existing fee options will cover the customers' requests. In 2021, City Council approved a new water and wastewater rate model that provided regular funding for water and wastewater projects, specifically large maintenance and recapitalization projects. The adopted rate model projected out to 2030 to show that to meet the funding necessary to complete the planned projects, an annual 4% water and 4% wastewater rate increase would be needed. Over the past year SSLGC has been evaluating their water system and a need has been identified within the pipeline system. In order to transport the full water supply being added by the new Guadalupe Water Treatment Plant, two additional parallel transmission main segments must be constructed. To fund the design and construction of the Elm Creek and Cowey transmission main segments, SSLGC will be required to issue bonds. The SSLGC bond payments are split evenly between Schertz and Seguin, so the projected bond payments for both design and construction have been added to the rate model. Based on the additional bond costs for the Elm Creek and Cowey transmission main segments, staff is recommending an additional 1% increase to the water rates to bring the total recommended water rate increase to 5% and staff recommends continuing with the planned 4% wastewater rate increase. GOAL To update the Adopted Fee Schedule for FY 2022-23. COMMUNITY BENEFIT Provide a single place for information on City fees. SUMMARY OF RECOMMENDED ACTION Staff recommends council approve the proposed changes to the fees schedule. FISCAL IMPACT The fee changes will all affect the General Fund but have a low overall fiscal impact due to the narrow scope of their estimated use but are intended as cost recovery of providing the described services. The average bill increase for EMS transports would increase $24 with the mileage change and the overall effect to covered cities would be $44,000 combined. On average, residential utility customers would see a $3.57 per month increase under the recommended 5 year rate plan and an additional $0.50 per month for the new parallel pipeline sections. Rate increases are based on 8,400 gallons of water and 5,000 of sewer which are a good average for residential. The average commercial user at 47,900 gallons would see rate increases of $33.13 with an additional $3.50 for the SSLGC project. RECOMMENDATION Adopt Ordinance 21-M-40 and updated fees for FY 2021-22 Attachments Ord 22-M-40  Fee Schedule  ORDINANCE NO. 22-M-40 AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AMENDING THE CITY OF SCHERTZ CODE OF ORDINANCES AND CERTAIN OTHER ORDINANCES BY AMENDING AND ESTABLISHING FEES FOR CERTAIN LICENSES, PERMITS, AND OTHER SERVICES PROVIDED BY THE CITY OF SCHERTZ. WHEREAS, the City of Schertz (the “City”) has established by ordinances and resolutions for fees for licenses, permits, and services provided by the City; and WHEREAS, the City Council has authorized a review and a consolidation of certain fees for licenses, permits, and services provided by the City; and WHEREAS, the Schedule of Fees attached as Exhibit A reflects revisions to certain fees, a restatement of certain fees not revised, and a consolidation of all such fees; and WHEREAS, due to the need for periodic modification of said fees and for the purposes of efficiency, the City Council desires to adopt future fee changes by resolution rather than by ordinance. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS THAT: SECTION 1. All persons, firms, or corporations applying for licenses or permits or receiving other City services described on Exhibit A that require the payment of a fee incident to such application or service shall pay the fees as prescribed in the Fee Schedule attached hereto as Exhibit A and made a part of hereof. It shall be a violation of this Ordinance to conduct any activity or commence any use or receive any service for which payment of a fee described herein is required until such fee has been paid (if required to be paid in advance) or to fail to pay such fee when properly billed. SECTION 2. This Ordinance shall be cumulative of all provisions of ordinances and of the Code of Ordinances of the City of Schertz, Texas as to the fees set forth on Exhibit A effect on the effective date of this Ordinance, except where the provisions of this Ordinance are in direct conflict with the provisions of such ordinances and such Code, in which event the conflicting provisions of such ordinances and such Code are hereby repealed. SECTION 3. The City Council may, from time to time, by ordinance add to the fees set forth on Exhibit A, and the fees now or hereafter set forth on Exhibit A may be modified from time to time by resolution of the City Council. SECTION 4. It is hereby declared to be the intention of the City Council that the phrases, clauses, sentences, paragraphs, and sections of this Ordinance are severable, and if any phrase, clause, sentence, paragraph, or section of this Ordinance shall be declared unconstitutional by the valid judgment or decree of any court of competent jurisdiction, such unconstitutionality shall not affect any of the remaining phrases, clauses, sentences, paragraphs, and sections of this Ordinance, since the same would have been enacted by the City Council without the incorporation in this Ordinance of any such unconstitutional phrase, clause, sentence, paragraph, or section. SECTION 5. Subject to the last sentence of this Section, any person, firm, or corporation who violates, disobeys, omits, neglects, or refuses to comply with or who resists the enforcement of any of provisions of this Ordinance shall be fined not more than Five Hundred Dollars ($500.00) for each offense. Each day that a violation is permitted to exist shall constitute a separate offense. If any other ordinance, including the Code of Ordinances, establishes a different penalty for the failure to pay any fee on Exhibit A, the provisions of such other ordinance or the Code of Ordinances shall control with respect to such penalty. SECTION 6. All rights and remedies of the City are expressly saved as to any and all violations of the provisions of the Code of Ordinances in effect on the effective date of this Ordinance and modified by this Ordinance or any other ordinances in effect on the effective date of this Ordinance and modified by this Ordinance and requiring the payment of fees for licenses, permits, and other services provided by the City which have accrued on the effective date of this Ordinance; and any and all accrued violations and all pending litigation, both civil and criminal, whether pending in court or not, under such ordinances, shall not be affected by this Ordinance but may be prosecuted until final disposition by the courts. SECTION 7. This Ordinance shall be in full force and effect from and after its final passage and any publication required by law. Passed and approved on the first reading this 2nd day of August 2022. PASSED AND APPROVED ON FINAL READING this 9th day of August 2022. ____________________________________ Mayor, City of Schertz ATTEST: ___________________________________ City Secretary, City of Schertz, Texas EXHIBIT A City of Schertz Schedule of Fees Effective October 1, 2022 City of Schertz Schedule of Fees Summary of Changes 2021-22 2022-23 Magazine Display Ads:300.00$ 325.00$ Eighth Page for 6 mo., per month 275.00$ 300.00$ Eighth Page for 12 mo., per month 550.00$ 600.00$ Quarter Page for 6 mo., per month 400.00$ 450.00$ Quarter Page for 12 mo., per month 1,000.00$ 1,100.00$ Half Page for 6 mo., per month 700.00$ 775.00$ Half Page for 12 mo., per month 1,500.00$ 1,650.00$ Full Page for 6 mo., per month 1,200.00$ 1,325.00$ Premium Placement:1,800.00$ 2,000.00$ Back Cover for 6 mo., per month 1,500.00$ 1,650.00$ Back Cover for 12 mo., per month 2 City of Schertz Schedule of Fees Summary of Changes 2021-22 2022-23 Event Facilities Vendor/Ancillary Fees Kitchen/F&B Fee, Ballroom 200.00$ 300.00$ Kitchen/F&B Fee, Bluebonnet Room 75.00$ 100.00$ Early Open Fee (one hour only)25.00$ 200.00$ Beverage Tub NA 75.00$ Private Suite NA 150.00$ Discount/Special Rates Day before setup - 50% of regular room rate (only in ballroom or entire Civic Center) H.O.A. Meeting Fee 75.00$ 100.00$ Funeral Reception Only in Bluebonnet Hall/Community Centers 3 hr maximum 75.00$ 100.00$ Gym Use Fee (Community Center/per hour)25.00$ Quality of Life Events ( Community Centers Only )15.00$ - Civic Center - Grand Ballroom- (7,198 sq. ft) Regular Rentals (room only) Sunday, Full day 800.00$ 925.00$ Sunday, Half day 450.00$ - Friday, Full Day (half day not available)800.00$ 925.00$ Saturday, Full day (half day not available)1,800.00$ 1,975.00$ Banquet Package - includes hall and kitchen rental, easel, tables/chairs, dance floor, AV panel access, ice, private suite, portable bar, cocktail tables, uplighting package, beverage tub: Sunday, Full day 1,625.00$ - Sunday, Half day 1,075.00$ - Monday - Thursday, Full day 1,425.00$ - Monday - Thursday, Half day 1,000.00$ - Friday/Sunday, Full Day (half day not available)1,625.00$ 2,025.00$ Saturday, Full day (half day not available)2,625.00$ 3,000.00$ Civic Center Cut-Off Hall (Larger portion of Ballroom - (4,172 sq ft) Regular Rentals Sunday, Full day 600.00$ 700.00$ Sunday, Half day 325.00$ - Friday, Full Day (half day not available)600.00$ 700.00$ Saturday, Full day (half day not available)1,400.00$ 1,550.00$ Banquet Package - includes hall and kitchen rental, easel, tables/chairs, dance floor, AV panel access, ice, private suite, portable bar, cocktail tables, uplighting package, beverage tub: Sunday, Full day 1,425.00$ - Sunday, Half day 950.00$ - Monday - Thursday, Full day 1,250.00$ - Monday - Thursday, Half day 875.00$ - Friday/Sunday, Full day (half day not available)1,425.00$ 1,725.00$ Saturday, Full day (half day not available)2,225.00$ 2,575.00$ Civic Center Conference Hall (Smaller portion of Ballroom - (3,026 sq ft) Regular Rentals Friday/Sunday, Half day 250.00$ - Audio/Visual Panel Access (for 2 screens/projectors)75.00$ 100.00$ 3 City of Schertz Schedule of Fees Summary of Changes 2021-22 2022-23 Civic Center - Bluebonnet Hall- (2,500 sq ft) Regular Rentals Friday/Sunday, Full day 400.00$ 450.00$ Friday/Sunday, Half day 200.00$ 225.00$ Monday - Thursday, Full day 250.00$ 275.00$ Monday - Thursday, Half day 125.00$ 150.00$ Saturday, Full day (half day not available)700.00$ 775.00$ Kitchen 75.00$ - Audio/Visual Panel Access (for 2 screens/projectors)75.00$ 100.00$ Banquet Package - includes hall rental, kitchen, tables/chairs, AV panel access, ice, uplights, portable bar: Friday/Sunday, Full day 675.00$ 925.00$ Friday/Sunday, Half day 550.00$ 700.00$ Monday - Thursday, Full day 525.00$ - Monday - Thursday, Half day 275.00$ - Saturday, Full day (half day not available)975.00$ 1,250.00$ Community Center North- 3501 Morning Dr- (2,006 sq ft) Daily Maximum (up to 12 hours)350.00$ 375.00$ Community Center Central (2,940 sq ft) Daily Maximum (up to 12 hours)450.00$ 475.00$ City Events Kick Cancer 1k/5k 5K Non-Timed Run/Walk 25 0 Signs of Love NA 20.00$ Indoor Volleyball Individual 25.00$ - Late Fee per Individual 10.00$ - Jubilee T-Shirt Decorating Contest 7.00$ - Parks Group Picnic Areas (Resident) Weekday Full Day (Mon-Thur) $15.00 Weekend Half Day (Fri-Sun) $20.00 Weekend Full Day (Fri-Sun) $30.00 Group Picnic Areas (Non-Resident) Weekday Full Day (Mon-Thur) $22.50 Weekend Half Day (Fri-Sun) $35.00 Weekend Full Day (Fri-Sun) $45.00 Pools Float & Fireworks 3.00$ Paws in the Pool 3.00$ 4 City of Schertz Schedule of Fees Summary of Changes 2021-22 2022-23 Veteran's Memorial Plaza Pavers Per Paver 75.00$ Senior Center Membership Per Person 36.00$ Per Couple 65.00$ Health and Sanitation Division * City Code Violation Court Fee 10.00$ -$ *Any citation issued by individuals defined in Section 22-40 (Authority to issue notice of violations), shall be able to collect a dismisal fee from an individual who abates such violation upon their court appearance. Judge Stephen Takas suggested that we charge a dismisal fee to remedy some of the expenses incurred from the issuance of such citation. Fire Flammable or combustible liquid tanks, each review 25.00$ -$ Flammable or combustible gas tanks, each review 150.00$ -$ EMS Mileage, per mile 20.00$ 22.00$ Per Capita 15.79$ 16.10$ Planning & Zoning Appeals and requests for amendments Considered by City Council, the Planning & Zoning Commission, the Building and Standards Commission, or the Board of Adjustment as allowed by the Unified Development Code, to include requested amendments to the Comprehensive Land Use Plan 500.00$ 500.00$ Inspections Division Re-Inspection Fees First re-inspection, per trade 75.00$ 75.00$ Re-inspections after first, per trade 100.00$ $150.00 Re-inspections after second and all subsequent, per trade $500.00 Licenses/Registrations: General Contractor (Initial) Journeyman Electrician (Annually) State of Texas Issued N/C N/C Apprentice/Wireman Electrician (Annually) State of Texas Issued N/C N/C Electrical Contractor (Annually) State of Texas Issued N/C N/C For any item not specifically included in the preceding schedule, the Inspections Division shall establish a fee consistent with the level of work and necessary inspections established by the schedule and the applicant shall be advised accordingly.Delete 5 City of Schertz Schedule of Fees Summary of Changes 2021-22 2022-23 Sewer Residential Rates (Single Family) Base Rate-per month 14.43$ 15.01 Per 1,000 gal Charge, Per Month City line Maintenance fee plus Franchise fee User Charge based on 100% of avg consumption mo. User avg. based on Nov, Dec, and Jan, min. 500 gals. Per 1,000 gal charge Total- 12,000 gallons or less 4.75$ 4.94 greater than 12,000 gallons 10.79$ 11.22 Business and Multi-family Dwelling Units: Base Rate per month 18.15$ 18.88 The base rate shall be assessed in terms of connection equivalents which shall be as follows: the customer's previous 12 month water consumption as determined at the annual re-rating in February divided by 365, with the results of such division then divided by 245 gallons. The figure arrived at by the second division shall be the customer's "connection equivalent". Each business shall be assessed a base rate. Per 1,000 gal Charge, Per Month Line Maintenance-Commercial/Industrial users plus Franchise fee User Charge-based on 100% of water consumed Per 1,000 gal charge Total- 12,000 gallons or less 4.87$ 5.06 greater than 12,000 gallons 10.89$ 11.33 YMCA Per 1,000 gal Charge, Per Month 3.20$ 3.33 6 City of Schertz Schedule of Fees Public Works - Water Rates Residential 2022-23 GALLONS SOLD BY METER SIZE (RESIDENTIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 5/8 IN 0 24.61$ 25.84$ 3.04$ 3.19$ CODE 1 6,000 42.85$ 44.98$ 3.40$ 3.57$ 12,000 63.25$ 66.40$ 3.98$ 4.18$ 18,000 87.13$ 91.48$ 4.86$ 5.10$ 30,000 145.45$ 152.68$ 6.17$ 6.48$ 3/4 IN 0 36.89$ 38.73$ 3.04$ 3.19$ CODE 2 6,000 55.13$ 57.87$ 3.40$ 3.57$ 12,000 75.53$ 79.29$ 3.98$ 4.18$ 18,000 99.41$ 104.37$ 4.86$ 5.10$ 30,000 157.73$ 165.57$ 6.17$ 6.48$ 1.0 IN 0 61.49$ 64.56$ 3.04$ 3.19$ CODE 3 6,000 79.73$ 83.70$ 3.40$ 3.57$ 12,000 100.13$ 105.12$ 3.98$ 4.18$ 18,000 124.01$ 130.20$ 4.86$ 5.10$ 30,000 182.33$ 191.40$ 6.17$ 6.48$ 1 1/2 IN 0 122.99$ 129.14$ 3.04$ 3.19$ CODE 4 6,000 141.23$ 148.28$ 3.40$ 3.57$ 12,000 161.63$ 169.70$ 3.98$ 4.18$ 18,000 185.51$ 194.78$ 4.86$ 5.10$ 30,000 243.83$ 255.98$ 6.17$ 6.48$ 2 IN 0 196.78$ 206.62$ 3.04$ 3.19$ SIMPLE 6,000 215.02$ 225.76$ 3.40$ 3.57$ COMPOUND 12,000 235.42$ 247.18$ 3.98$ 4.18$ CODE 5 18,000 259.30$ 272.26$ 4.86$ 5.10$ 30,000 317.62$ 333.46$ 6.17$ 6.48$ 2IN 0 245.96$ 258.26$ 3.04$ 3.19$ TURBINE 6,000 264.20$ 277.40$ 3.40$ 3.57$ CODE 6 12,000 284.60$ 298.82$ 3.98$ 4.18$ 18,000 308.48$ 323.90$ 4.86$ 5.10$ 30,000 366.80$ 385.10$ 6.17$ 6.48$ 7 City of Schertz Schedule of Fees Public Works - Water Rates Residential 2022-23 GALLONS SOLD BY METER SIZE (RESIDENTIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 3 IN 0 393.55$ 413.23$ 3.04$ 3.19$ COMPOUND 6,000 411.79$ 432.37$ 3.40$ 3.57$ CODE 7 12,000 432.19$ 453.79$ 3.98$ 4.18$ 18,000 456.07$ 478.87$ 4.86$ 5.10$ 30,000 514.39$ 540.07$ 6.17$ 6.48$ 3 IN 0 590.33$ 619.85$ 3.04$ 3.19$ TURBINE 6,000 608.57$ 638.99$ 3.40$ 3.57$ CODE 8 12,000 628.97$ 660.41$ 3.98$ 4.18$ 18,000 652.85$ 685.49$ 4.86$ 5.10$ 30,000 711.17$ 746.69$ 6.17$ 6.48$ 4 IN 0 614.93$ 645.68$ 3.04$ 3.19$ COMPOUND 6,000 633.17$ 664.82$ 3.40$ 3.57$ CODE 9 12,000 653.57$ 686.24$ 3.98$ 4.18$ 18,000 677.45$ 711.32$ 4.86$ 5.10$ 30,000 735.77$ 772.52$ 6.17$ 6.48$ 4 IN 0 1,033.08$ 1,084.73$ 3.04$ 3.19$ TURBINE 6,000 1,051.32$ 1,103.87$ 3.40$ 3.57$ CODE 10 12,000 1,071.72$ 1,125.29$ 3.98$ 4.18$ 18,000 1,095.60$ 1,150.37$ 4.86$ 5.10$ 30,000 1,153.92$ 1,211.57$ 6.17$ 6.48$ 6 IN 0 1,229.86$ 1,291.35$ 3.04$ 3.19$ COMPOUND 6,000 1,248.10$ 1,310.49$ 3.40$ 3.57$ CODE 11 12,000 1,268.50$ 1,331.91$ 3.98$ 4.18$ 18,000 1,292.38$ 1,356.99$ 4.86$ 5.10$ 30,000 1,350.70$ 1,418.19$ 6.17$ 6.48$ 6 IN 0 2,262.93$ 2,376.08$ 3.04$ 3.19$ TURBINE 6,000 2,281.17$ 2,395.22$ 3.40$ 3.57$ CODE 12 12,000 2,301.57$ 2,416.64$ 3.98$ 4.18$ 18,000 2,325.45$ 2,441.72$ 4.86$ 5.10$ 30,000 2,383.77$ 2,502.92$ 6.17$ 6.48$ 8 IN 0 1,987.74$ 2,087.13$ 3.04$ 3.19$ COMPOUND 6,000 2,005.98$ 2,106.27$ 3.40$ 3.57$ CODE 13 12,000 2,026.38$ 2,127.69$ 3.98$ 4.18$ 18,000 2,050.26$ 2,152.77$ 4.86$ 5.10$ 30,000 2,108.58$ 2,213.97$ 6.17$ 6.48$ 8 City of Schertz Schedule of Fees Public Works - Water Rates Residential 2022-23 GALLONS SOLD BY METER SIZE (RESIDENTIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 8 IN 0 3,975.48$ 4,174.25$ 3.04$ 3.19$ TURBINE 6,000 3,993.72$ 4,193.39$ 3.40$ 3.57$ CODE 14 12,000 4,014.12$ 4,214.81$ 3.98$ 4.18$ 18,000 4,038.00$ 4,239.89$ 4.86$ 5.10$ 30,000 4,096.32$ 4,301.09$ 6.17$ 6.48$ 10 IN 0 2,857.37$ 3,000.24$ 3.04$ 3.19$ COMPOUND 6,000 2,875.61$ 3,019.38$ 3.40$ 3.57$ CODE 15 12,000 2,896.01$ 3,040.80$ 3.98$ 4.18$ 18,000 2,919.89$ 3,065.88$ 4.86$ 5.10$ 30,000 2,978.21$ 3,127.08$ 6.17$ 6.48$ 10 IN 0 6,211.67$ 6,522.25$ 3.04$ 3.19$ TURBINE 6,000 6,229.91$ 6,541.39$ 3.40$ 3.57$ CODE 16 12,000 6,250.31$ 6,562.81$ 3.98$ 4.18$ 18,000 6,274.19$ 6,587.89$ 4.86$ 5.10$ 30,000 6,332.51$ 6,649.09$ 6.17$ 6.48$ 12 IN 0 8,199.42$ 8,609.39$ 3.04$ 3.19$ TURBINE 6,000 8,217.66$ 8,628.53$ 3.40$ 3.57$ CODE 17 12,000 8,238.06$ 8,649.95$ 3.98$ 4.18$ 18,000 8,261.94$ 8,675.03$ 4.86$ 5.10$ 30,000 8,320.26$ 8,736.23$ 6.17$ 6.48$ 9 City of Schertz Schedule of Fees Public Works - Water Rates Commercial 2022-23 GALLONS SOLD BY METER SIZE (COMMERCIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 5/8 IN 0 24.61$ 25.84$ 3.04$ 3.19$ CODE 1 6,000 42.85$ 44.98$ 3.40$ 3.57$ 12,000 63.25$ 66.40$ 3.98$ 4.18$ 18,000 87.13$ 91.48$ 4.86$ 5.10$ 30,000 145.45$ 152.68$ 6.17$ 6.48$ 3/4 IN 0 36.89$ 38.73$ 3.04$ 3.19$ CODE 2 6,000 55.13$ 57.87$ 3.40$ 3.57$ 12,000 75.53$ 79.29$ 3.98$ 4.18$ 18,000 99.41$ 104.37$ 4.86$ 5.10$ 30,000 157.73$ 165.57$ 6.17$ 6.48$ 1.0 IN 0 61.49$ 64.56$ 3.04$ 3.19$ CODE 3 6,000 79.73$ 83.70$ 3.40$ 3.57$ 12,000 100.13$ 105.12$ 3.98$ 4.18$ 18,000 124.01$ 130.20$ 4.86$ 5.10$ 30,000 182.33$ 191.40$ 6.17$ 6.48$ 1 1/2 IN 0 122.99$ 129.14$ 3.04$ 3.19$ CODE 4 6,000 141.23$ 148.28$ 3.40$ 3.57$ 12,000 161.63$ 169.70$ 3.98$ 4.18$ 18,000 185.51$ 194.78$ 4.86$ 5.10$ 30,000 243.83$ 255.98$ 6.17$ 6.48$ 2 IN 0 196.78$ 206.62$ 3.04$ 3.19$ SIMPLE 18,000 251.50$ 264.04$ 3.40$ 3.57$ COMPOUND 36,000 312.70$ 328.30$ 3.98$ 4.18$ CODE 5 54,000 384.34$ 403.54$ 4.86$ 5.10$ 90,000 559.30$ 587.14$ 6.17$ 6.48$ 2IN 0 245.96$ 258.26$ 3.04$ 3.19$ TURBINE 18,000 300.68$ 315.68$ 3.40$ 3.57$ CODE 6 36,000 361.88$ 379.94$ 3.98$ 4.18$ 54,000 433.52$ 455.18$ 4.86$ 5.10$ 90,000 608.48$ 638.78$ 6.17$ 6.48$ 3 IN 0 393.55$ 413.23$ 3.04$ 3.19$ COMPOUND 18,000 448.27$ 470.65$ 3.40$ 3.57$ CODE 7 36,000 509.47$ 534.91$ 3.98$ 4.18$ 54,000 581.11$ 610.15$ 4.86$ 5.10$ 90,000 756.07$ 793.75$ 6.17$ 6.48$ 10 City of Schertz Schedule of Fees Public Works - Water Rates Commercial 2022-23 GALLONS SOLD BY METER SIZE (COMMERCIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 3 IN 0 590.33$ 619.85$ 3.04$ 3.19$ TURBINE 18,000 645.05$ 677.27$ 3.40$ 3.57$ CODE 8 36,000 706.25$ 741.53$ 3.98$ 4.18$ 54,000 777.89$ 816.77$ 4.86$ 5.10$ 90,000 952.85$ 1,000.37$ 6.17$ 6.48$ 4 IN 0 614.93$ 645.68$ 3.04$ 3.19$ COMPOUND 18,000 669.65$ 703.10$ 3.40$ 3.57$ CODE 9 36,000 730.85$ 767.36$ 3.98$ 4.18$ 54,000 802.49$ 842.60$ 4.86$ 5.10$ 90,000 977.45$ 1,026.20$ 6.17$ 6.48$ 4 IN 0 1,033.08$ 1,084.73$ 3.04$ 3.19$ TURBINE 18,000 1,087.80$ 1,142.15$ 3.40$ 3.57$ CODE 10 36,000 1,149.00$ 1,206.41$ 3.98$ 4.18$ 54,000 1,220.64$ 1,281.65$ 4.86$ 5.10$ 90,000 1,395.60$ 1,465.25$ 6.17$ 6.48$ 6 IN 0 1,229.86$ 1,291.35$ 3.04$ 3.19$ COMPOUND 18,000 1,284.58$ 1,348.77$ 3.40$ 3.57$ CODE 11 36,000 1,345.78$ 1,413.03$ 3.98$ 4.18$ 54,000 1,417.42$ 1,488.27$ 4.86$ 5.10$ 90,000 1,592.38$ 1,671.87$ 6.17$ 6.48$ 6 IN 0 2,262.93$ 2,376.08$ 3.04$ 3.19$ TURBINE 18,000 2,317.65$ 2,433.50$ 3.40$ 3.57$ CODE 12 36,000 2,378.85$ 2,497.76$ 3.98$ 4.18$ 54,000 2,450.49$ 2,573.00$ 4.86$ 5.10$ 90,000 2,625.45$ 2,756.60$ 6.17$ 6.48$ 8 IN 0 1,987.74$ 2,087.13$ 3.04$ 3.19$ COMPOUND 18,000 2,042.46$ 2,144.55$ 3.40$ 3.57$ CODE 13 36,000 2,103.66$ 2,208.81$ 3.98$ 4.18$ 54,000 2,175.30$ 2,284.05$ 4.86$ 5.10$ 90,000 2,350.26$ 2,467.65$ 6.17$ 6.48$ 11 City of Schertz Schedule of Fees Public Works - Water Rates Commercial 2022-23 GALLONS SOLD BY METER SIZE (COMMERCIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 8 IN 0 3,975.48$ 4,174.25$ 3.04$ 3.19$ TURBINE 18,000 4,030.20$ 4,231.67$ 3.40$ 3.57$ CODE 14 36,000 4,091.40$ 4,295.93$ 3.98$ 4.18$ 54,000 4,163.04$ 4,371.17$ 4.86$ 5.10$ 90,000 4,338.00$ 4,554.77$ 6.17$ 6.48$ 10 IN 0 2,857.37$ 3,000.24$ 3.04$ 3.19$ COMPOUND 18,000 2,912.09$ 3,057.66$ 3.40$ 3.57$ CODE 15 36,000 2,973.29$ 3,121.92$ 3.98$ 4.18$ 54,000 3,044.93$ 3,197.16$ 4.86$ 5.10$ 90,000 3,219.89$ 3,380.76$ 6.17$ 6.48$ 10 IN 0 6,211.67$ 6,522.25$ 3.04$ 3.19$ TURBINE 18,000 6,266.39$ 6,579.67$ 3.40$ 3.57$ CODE 16 36,000 6,327.59$ 6,643.93$ 3.98$ 4.18$ 54,000 6,399.23$ 6,719.17$ 4.86$ 5.10$ 90,000 6,574.19$ 6,902.77$ 6.17$ 6.48$ 12 IN 0 8,199.42$ 8,609.39$ 3.04$ 3.19$ TURBINE 18,000 8,254.14$ 8,666.81$ 3.40$ 3.57$ CODE 17 36,000 8,315.34$ 8,731.07$ 3.98$ 4.18$ 54,000 8,386.98$ 8,806.31$ 4.86$ 5.10$ 90,000 8,561.94$ 8,989.91$ 6.17$ 6.48$ FH METER 116.88$ 122.72$ 8.98$ 9.43$ Cibolo Wholesale Water Rate 3.27$ 3.27$ 12 City of Schertz Schedule of Fees City Secretary 2021-22 2022-23 Candidate Filing Fee 25.00$ 25.00$ Codes Licenses P Package Store Permit 250.00$ 250.00$ BG Wine and Malt Beverage Retailer's Permit - Bexar County 500.00$ 500.00$ BG Wine and Malt Beverage Retailer's Permit - Bexar County Renewal 375.00$ 375.00$ BG Wine and Malt Beverage Retailer's Permit - All Other Counties 87.50$ 87.50$ BQ Wine and Malt Beverage Retailer's Off Premises Permit 30.00$ 30.00$ BE (Malt Beverage) Retail Dealer's On-Premise License - Bexar County 500.00$ 500.00$ BE (Malt Beverage) Retail Dealer's On-Premise License - Bexar County Renewal 375.00$ 375.00$ BE (Malt Beverage) Retail Dealer's On-Premise License - All Other Counties 75.00$ 75.00$ Q Wine-Only Package Store Permit 37.50$ 37.50$ MB Mixed Beverage Permit 375.00$ 375.00$ W Wholesaler's Permit 937.50$ 937.50$ BC Branch's Distributor's License 37.50$ 37.50$ BF (Malt Beverage) Retail Dealer's Off-Premise License 30.00$ 30.00$ LP Local Distributor's Permit 50.00$ 50.00$ G Winery Permit 37.50$ 37.50$ 13 City of Schertz Schedule of Fees All Departments 2021-22 2022-23 Records Requests Standard paper copy, per page 0.10$ 0.10$ (front and back is 2 pages) Nonstandard-size copy: Oversize paper copy (11” X 17”)0.50$ 0.50$ Specialty paper (Mylar, blueprint, blue line, map, photographic) Actual Actual Certified Copy- Each Certification 5.00$ 5.00$ Diskette 1.00$ 1.00$ Magnetic tape - actual cost Actual Actual Data cartridge -actual cost Actual Actual Tape cartridge - actual cost Actual Actual Rewritable CD (CD-RW)1.00$ 1.00$ Non-rewritable CD (CD-R)1.00$ 1.00$ Digital video disc (DVD)3.00$ 3.00$ JAZ drive - actual cost Actual Actual Other electronic media - actual cost Actual Actual Miscellaneous supplies - actual cost Actual Actual Postage and shipping charge actual cost Actual Actual Photographs - actual cost Actual Actual Maps - actual cost Actual Actual Labor charge: For locating, compiling, and 15.00$ 15.00$ reproducing, per hour (if documents are NOT located in the immediate area and over 50 pages) Overhead charge - % of labor charge 20%20% Remote document retrieval charge Actual Actual No Sales Tax shall be applied to copies of public information. Notary Fees Acknowledgement, Certified Copies, Jurat's, Oaths and Affirmation 6.00$ 6.00$ Protests- Per Document 5.00$ 5.00$ Convenience Fees Credit Card Payment Over Phone 1.00$ 1.00$ Return Check Fee 25.00$ 25.00$ 14 City of Schertz Schedule of Fees 2021-22 2022-23 Non-Resident user fee- Library Card 15.00$ 15.00$ Meeting Room Fee- Non-Schertz residents, 4 hours 50.00$ 50.00$ Meeting Room Fee- After hour fee, per hour 25.00$ 25.00$ Meeting Room Cleaning Fee (Spot Cleaning)50.00$ 50.00$ Meeting Room Cleaning Fee (Whole Room)Actual Actual Additional Fee for After Hours Cleaning, per hour 25.00$ 25.00$ Inter-Library Loans Materials (ILL Materials) Lost or damaged ILL items - Cost of item as billed by the lending library (may include additional fines or fees assessed by the lending library) Actual Actual Inter-Library Loan items per day (3 day grace period)1.00$ 1.00$ Max overdue amount per ILL item 5.00$ 5.00$ Return Postage Fee--for ILL items never picked up by customer after arrival 3.00$ 3.00$ Overdue Fines (3 day grace period) All Items per day (except ILL items)0.25$ 0.25$ Max amount that can be charged 1.00$ 1.00$ Replacement Library Card 1.00$ 1.00$ Copier, per standard page (2-sided copies are the same as 2 pages; oversized copies are the same as 2 pages) Black and White 0.15$ 0.15$ Color 0.50$ 0.50$ Printing, per standard page (2-sided copies are the same as 2 pages; oversized copies are the same as 2 pages) Black and White 0.15$ 0.15$ Color 0.50$ 0.50$ Outgoing Fax, 1st page 1.00$ 1.00$ Per each succeeding page 0.25$ 0.25$ Lost & Damaged Materials - Cost of item plus a processing fee 5.00$ 5.00$ Damaged DVD Case or Video Case 1.00$ 1.00$ Damaged or Missing Barcode 1.00$ 1.00$ Damaged or Missing RFID Tag 1.00$ 1.00$ Damaged or Missing DVD/Video Cover 3.00$ 3.00$ (if replaceable) plus processing fee Toddler Tote Bag 2.50$ 2.50$ Juvenile Audiobook Bag 5.00$ 5.00$ Materials Recovery Fee 10.00$ 10.00$ (per account sent to collections) Note: If an item is lost and paid for, any overdue fines assessed against the item are waived. If part of an item is lost, the item as a whole is considered lost and the full cost of the item is charged to the patron. Again, any overdue fines assessed against the item are waived if the item is paid for. Refunds for items that were paid for and subsequently found and returned to the library are available for up to 60 days after payment and require the original receipt. Processing fees are non- refundable. No refunds will be given after 60 days. Library 15 City of Schertz Schedule of Fees Schertz Magazine 2021-22 2022-23 Display Ads: Eighth Page for 6 mo., per month 300.00$ 325.00$ Eighth Page for 12 mo., per month 275.00$ 300.00$ Quarter Page for 6 mo., per month 550.00$ 600.00$ Quarter Page for 12 mo., per month 400.00$ 450.00$ Half Page for 6 mo., per month 1,000.00$ 1,100.00$ Half Page for 12 mo., per month 700.00$ 775.00$ Full Page for 6 mo., per month 1,500.00$ 1,650.00$ Full Page for 12 mo., per month 1,200.00$ 1,325.00$ Special placement fee 100.00$ 100.00$ Artwork ownership fee 95.00$ 95.00$ Premium Placement: Back Cover for 6 mo., per month 1,800.00$ 2,000.00$ Back Cover for 12 mo., per month 1,500.00$ 1,650.00$ Churches, governmental entities, 501 (c) 3 and civic groups who provide a service to the residents of Schertz will receive a 25% discount on the above facility rental rates. 16 City of Schertz Schedule of Fees Event Facilities 2021-2022 2022-23 Vendor/Ancillary Fees Kitchen Fee, per person Kitchen/F&B Fee, Ballroom 200.00$ 300.00$ Kitchen/F&B Fee, Bluebonnet Room 75.00$ 100.00$ Electrical Fee (Tradeshows), per Exhibitor Linens Early Open Fee (one hour only)25.00$ 200.00$ Late Fee 200.00$ 200.00$ Ice, one bin (80lbs)15.00$ 15.00$ Ice, unlimited 25.00$ 25.00$ Beverage Service (for 50 people)50.00$ 50.00$ Beverage Linen per table 5.00$ 6.00$ Cancellation Fee 50.00$ 50.00$ Portable Bar (includes 5 cocktail tables)200.00$ 200.00$ Cocktail Tables (up to 5)50.00$ 50.00$ Uplighting, per light 15.00$ 15.00$ Uplighting package, 10 lights 100.00$ 100.00$ Pipe for Back Drop 25.00$ 25.00$ Drape per linear ft.2.00$ 2.00$ Cleaning Fee 150.00$ 150.00$ Beverage Tub 75.00$ Private Suite 150.00$ Discount/Special Rates H.O.A. Meeting Fee 75.00$ 100.00$ Funeral Reception Only in Bluebonnet Hall/Community Centers 3 hr maximum 75.00$ 100.00$ Gym Use Fee (Community Center/per hour)25.00$ Quality of Life Events ( Community Centers Only )15.00$ - Facility Security Security Coordination Fee 15.00$ 15.00$ Regular- per officer, per hour (4 hour minimum)40.00$ 40.00$ Holiday- per officer, per hour (4 hour minimum)50.00$ 50.00$ Civic Center - Grand Ballroom- (7,198 sq. ft) Regular Rentals (room only) Sunday, Full day 800.00$ 925.00$ Sunday, Half day 450.00$ - Monday - Thursday, Full day 600.00$ 600.00$ Monday - Thursday, Half day 375.00$ 375.00$ Friday, Full Day (half day not available)800.00$ 925.00$ Saturday, Full day (half day not available)1,800.00$ 1,975.00$ Small Stage 200.00$ 200.00$ Dance Floor 200.00$ 200.00$ Damage/Cancellation Deposit 500.00$ 500.00$ Audio/Visual Services (upgraded)175.00$ 175.00$ Additional time, per hour 50.00$ 50.00$ Audio/Visual Panel Access (for 2 screens/projectors)100.00$ 100.00$ Banquet Package - includes hall and kitchen rental, easel, tables/chairs, dance floor, AV panel access, ice, private suite, portable bar, cocktail tables, uplighting package, beverage tub: Sunday, Full day 1,625.00$ - Sunday, Half day 1,075.00$ - Monday - Thursday, Full day 1,425.00$ - Monday - Thursday, Half day 1,000.00$ - All comp'd requests will require approval from City Manager Non-Profits 25% discount - rent only Day before setup - 50% of regular room rate (only in ballroom or entire Civic Center) Multiple Day Renters 25% discount (Must rent two or more consecutive days) Frequent Renters 25% discount (Must rent at least 12 times calendar year) 17 City of Schertz Schedule of Fees Event Facilities 2021-2022 2022-23 Friday/Sunday, Full Day (half day not available)1,625.00$ 2,025.00$ Saturday, Full day (half day not available)2,625.00$ 3,000.00$ Civic Center Cut-Off Hall (Larger portion of Ballroom - (4,172 sq ft) Regular Rentals Sunday, Full day 600.00$ 700.00$ Sunday, Half day 325.00$ - Monday - Thursday, Full day 425.00$ 425.00$ Monday - Thursday, Half day 250.00$ 250.00$ Friday, Full Day (half day not available)600.00$ 700.00$ Saturday, Full day (half day not available)1,400.00$ 1,550.00$ Small Stage - move to only one stage 200.00$ 200.00$ Dance Floor 200.00$ 200.00$ Audiovisual Services (upgraded)175.00$ 175.00$ Additional time, per hour 50.00$ 50.00$ Audio/Visual Panel Access (for 2 screens/projectors)100.00$ 100.00$ Damage/Cancellation Deposit 500.00$ 500.00$ Banquet Package - includes hall and kitchen rental, easel, tables/chairs, dance floor, AV panel access, ice, private suite, portable bar, cocktail tables, uplighting package, beverage tub: Sunday, Full day 1,425.00$ - Sunday, Half day 950.00$ - Monday - Thursday, Full day 1,250.00$ - Monday - Thursday, Half day 875.00$ - Friday/Sunday, Full day (half day not available)1,425.00$ 1,725.00$ Saturday, Full day (half day not available)2,225.00$ 2,575.00$ Civic Center Conference Hall (Smaller portion of Ballroom - (3,026 sq ft) Regular Rentals Friday/Sunday, Full day 400.00$ 400.00$ Friday/Sunday, Half day 250.00$ - Monday - Thursday, Full day 250.00$ 250.00$ Monday - Thursday, Half day 175.00$ 175.00$ Audio/Visual Panel Access (for 2 screens/projectors)75.00$ 100.00$ Damage/Cancellation Deposit 200.00$ 200.00$ Civic Center - Bluebonnet Hall- (2,500 sq ft) Regular Rentals Friday/Sunday, Full day 400.00$ 450.00$ Friday/Sunday, Half day 200.00$ 225.00$ Monday - Thursday, Full day 250.00$ 275.00$ Monday - Thursday, Half day 125.00$ 150.00$ Saturday, Full day (half day not available)700.00$ 775.00$ Kitchen 75.00$ - Audio/Visual Panel Access (for 2 screens/projectors)75.00$ 100.00$ Damage/Cancellation Deposit 200.00$ 200.00$ Banquet Package - includes hall rental, kitchen, tables/chairs, AV panel access, ice, uplights, portable bar: Friday/Sunday, Full day 675.00$ 925.00$ Friday/Sunday, Half day 550.00$ 700.00$ Monday - Thursday, Full day 525.00$ - Monday - Thursday, Half day 275.00$ - Saturday, Full day (half day not available)975.00$ 1,250.00$ Community Center North- 3501 Morning Dr- (2,006 sq ft) Sunday - Thursday per hour, 2 hour minimum 25.00$ 25.00$ Friday - Saturday per hour, 4 hour minimum 50.00$ 50.00$ Daily Maximum (up to 12 hours)350.00$ 375.00$ Damage/Cancellation Deposit 200.00$ 200.00$ Community Center Central (2,940 sq ft) Sunday - Thursday per hour, 2 hour minimum 50.00$ 50.00$ 18 City of Schertz Schedule of Fees Event Facilities 2021-2022 2022-23 Friday - Saturday per hour, 4 hour minimum 75.00$ 75.00$ Daily Maximum (up to 12 hours)450.00$ 475.00$ Projector/Screen/Microphone 50.00$ 50.00$ Damage/Cancellation Deposit 200.00$ 200.00$ Churches, governmental entities, 501 (c) 3 and civic groups who provide a service to the residents of Schertz will receive a 25% discount on the above facility rental rates. 19 City of Schertz Schedule of Fees Event Fee 2021-22 2022-23 Daddy Daughter/Mother Son Dances Adult 18.00$ 18.00$ Child (17 and under)12.00$ 12.00$ Kick Cancer 1k/5k 1K Kids Run 10.00$ 10.00$ 5K Timed Run/Walk 35.00$ 35.00$ 5K Non-Timed Run/Walk 25.00$ - Signs of Love 20.00$ Movin on Main Vendor Fee 100.00$ 100.00$ Non-Profit Vendor Fee 50.00$ 50.00$ Jubilee Food Vendor 300.00$ 300.00$ Carnival 6,000.00$ 6,000.00$ Craft Vendor 50.00$ 50.00$ Business Parade Entry 50.00$ 50.00$ T-Shirt Decorating Contest 7.00$ - Kickball Individual 25.00$ 25.00$ Late Fee Per Individual 10.00$ 10.00$ Cornhole League Individual 25.00$ 25.00$ Late Fee Per Individual 10.00$ 10.00$ 50.00$ 50.00$ 50.00$ 50.00$ Business Parade Entry 15.00$ 15.00$ Breakfast with Santa 10.00$ 10.00$ Indoor Volleyball Individual 25.00$ - Late Fee per Individual 10.00$ - New Years Eve Masquerade Food Vendor 50.00$ 50.00$ Craft Vendor Holidazzle Food Vendor 20 City of Schertz Schedule of Fees Parks and Recreation 2021-22 2022-23 Small Pavilion (Resident) Weekday Full Day (Mon-Thur) 42.50$ 42.50$ Weekend Half Day (Fri-Sun) 55.00$ 55.00$ Weekend Full Day (Fri-Sun) 85.00$ 85.00$ Small Pavilion (Non-Resident) Weekday Full Day (Mon-Thur) 67.50$ 67.50$ Weekend Half Day (Fri-Sun) 90.00$ 90.00$ Weekend Full Day (Fri-Sun) 135.00$ 135.00$ Large Pavilion (Resident) Weekday without facilities (Mon-Thur) 50.00$ 50.00$ Weekday with facilities (Mon-Thur) 100.00$ 100.00$ Weekend without facilities (Fri-Sun) 100.00$ 100.00$ Weekend with facilities (Fri-Sun) 200.00$ 200.00$   Large Pavilion (Non-Resident) Weekday without facilities (Mon-Thur) 75.00$ 75.00$ Weekday with facilities (Mon-Thur) 150.00$ 150.00$ Weekend without facilities (Fri-Sun) 150.00$ 150.00$ Weekend with facilities (Fri-Sun) 300.00$ 300.00$ Group Picnic Areas (Resident) Weekday Full Day (Mon-Thur) $15.00 Weekend Half Day (Fri-Sun) $20.00 Weekend Full Day (Fri-Sun) $30.00 Group Picnic Areas (Non-Resident) Weekday Full Day (Mon-Thur) $22.50 Weekend Half Day (Fri-Sun) $35.00 Weekend Full Day (Fri-Sun) $45.00 Spike ball Spike ball nets with balls 15.00$ 15.00$   Basketball Set of Half Dozen Basketballs 15.00$ 15.00$   Pickleball Pickleball Net (Paddles and Balls are Included)40.00$ 40.00$ Pools 21 City of Schertz Schedule of Fees Parks and Recreation 2021-22 2022-23 Daily Rates Per swimmer per entry 2.00$ 2.00$ Daily pass 3.00$ 3.00$ Admission is free for children under the age of 2 years. Float & Fireworks 3.00$ Paws in the Pool 3.00$ Season Rates-Maximum per season pass is six (6) members Schertz Residents Individual rate 40.00$ 40.00$ 2 member rate 50.00$ 50.00$ 3 member rate 60.00$ 60.00$ 4 member rate 70.00$ 70.00$ 5 member rate 80.00$ 80.00$ 6 member rate 90.00$ 90.00$ Non-Schertz Residents Individual rate 70.00$ 70.00$ 2 member rate 80.00$ 80.00$ 3 member rate 90.00$ 90.00$ 4 member rate 100.00$ 100.00$ 5 member rate 110.00$ 110.00$ 6 member rate 120.00$ 120.00$ Regular Preschool/Child Care Center Teacher/Child Care Attendant and 5 students per pass. In City 80.00$ 80.00$ Out of City 120.00$ 120.00$ **THESE RATES NOW SET BY CONTRACTOR** 22 City of Schertz Schedule of Fees Parks and Recreation 2021-22 2022-23 Swimming lessons rate Schertz Residents - per child **** Non- Residents - per child **** Pool Reservations Schertz Residents 1 to 50 People **** 51 to 100 People **** 101 to 150 People **** 151 to 200 People **** 201 to 250 People **** 251 to 293 People **** Non-Residents 1 to 50 People **** 51 to 100 People **** 101 to 150 People **** 151 to 200 People **** 201 to 250 People **** 251 to 293 People **** Northcliffe Pool Schertz Residents 1 to 50 People (2 hours maximum)**** 50 to 100 People (2 hours maximum)**** Non-Residents 1 to 50 People (2 hours maximum)**** 50 to 100 People (2 hours maximum)**** Veteran's Memorial Plaza Pavers Per Paver 75.00$ Senior Center Membership Per Person 36.00$ Per Couple 65.00$ **THESE RATES NOW SET BY CONTRACTOR** 23 City of Schertz Schedule of Fees Animal Services 2021-22 2022-23 Animal Adoption Dog 60.00$ 60.00$ Cat 35.00$ 35.00$ Adoption pricing may be discounted for adoption events or during special promotions Permits - A permit shall be issue after payment of application fee: Kennel authorized to house 10 or less dogs or cats 75.00$ 75.00$ Kennel authorized to house more than 10 but less than 50 150.00$ 150.00$ Kennel authorized to house 50 or more 200.00$ 200.00$ Pet Shop 100.00$ 100.00$ Grooming Shop 30.00$ 30.00$ Commercial Riding Stable 10 or less 75.00$ 75.00$ Commercial Riding Stable 11-50 150.00$ 150.00$ Commercial Riding Stable 51 or more 200.00$ 200.00$ Annual Crescent Bend Riding Permit, per horse 100.00$ 100.00$ Auction 100.00$ 100.00$ Zoological Park 200.00$ 200.00$ Animal Exhibition/Circus/Petting Zoo 100.00$ 100.00$ Guard Dog Training Center 200.00$ 200.00$ Obedience Training Center 50.00$ 50.00$ Commercial Establishment Using a Guard Dog 75.00$ 75.00$ Commercial Annual Sellers Permit 150.00$ 150.00$ Dangerous Dog Permit 200.00$ 200.00$ Temporary Permit* - not to exceed 7 days 15.00$ 15.00$ *Good for Crescent Bend Riding (per horse), Animal Exhibition/Circus/Petting Zoo, and Auction Permits Temporary Animal Sales Permit (Pet Expos), not to exceed 3 days 30.00$ 30.00$ Impoundment Fee: An impoundment fee must be paid for each captured animal Dog/Cat Impoundment Within a 1 year period 1st Offense Neutered 30.00$ 30.00$ Un-neutered 45.00$ 45.00$ 2nd Offense Neutered 50.00$ 50.00$ Un-neutered 70.00$ 70.00$ 3rd Offense Neutered 100.00$ 100.00$ Un-neutered 120.00$ 120.00$ 4th Offense Neutered 150.00$ 150.00$ Un-neutered 170.00$ 170.00$ Each Additional Offense Base- Neutered 150.00$ 150.00$ Base- Un-neutered 170.00$ 170.00$ Per Additional Offense 50.00$ 50.00$ Fowl or other small animal 30.00$ 30.00$ Livestock 75.00$ 75.00$ Zoological/Circus animal 200.00$ 200.00$ 24 City of Schertz Schedule of Fees Animal Services 2021-22 2022-23 Boarding Fee: A boarding fee must be paid for each animal Dog/Cat, per day 15.00$ 15.00$ Fowl or other small animal, per day 10.00$ 10.00$ Reptile, per day 30.00$ 30.00$ Livestock, per day 50.00$ 50.00$ Zoological/Circus animal, per day 200.00$ 200.00$ Surrender Fee: Charge per animal with proof of Schertz residency Fowl/Reptile/Small Animal 10.00$ 10.00$ Dog/Cat neutered/spayed /current rabies cert./heartworm negative 35.00$ 35.00$ Dog/Cat all other surrenders 65.00$ 65.00$ Small Livestock 50.00$ 50.00$ Large Livestock 100.00$ 100.00$ Zoological or Circus 200.00$ 200.00$ Litter Fee (3 or more animals under 2 months old)75.00$ 75.00$ Quarantine Fee: Dog/Cat 50.00$ 50.00$ Plus Daily Charge per animal for boarding 15.00$ 15.00$ Micro Chipping 15.00$ 15.00$ Trap Rental Fee: Trap Deposit, refundable when trap is returned 75.00$ 75.00$ Trap Rental Fee, per day 5.00$ 5.00$ 25 City of Schertz Schedule of Fees Neighborhood Service 2021-22 2022-23 Health and Sanitation Division Food Establishment Fees: Non-Profit Organizations (regardless of number of employees)100.00$ 100.00$ 1-3 Employees 150.00$ 150.00$ 4-6 Employees 285.00$ 285.00$ 7-10 Employees 540.00$ 540.00$ 11-20 Employees 575.00$ 575.00$ 21+ Employees 725.00$ 725.00$ Temporary Food and/or Beverage Establishment 50.00$ 50.00$ Mobile Vendors 100.00$ 100.00$ Mobile Vendors, registration (existing permit from another government agency)25.00$ 25.00$ Public and HOA Swimming Pool License 110.00$ 110.00$ Foster Care 50.00$ 50.00$ Re-inspection fees 75.00$ 75.00$ * City Code Violation Court Fee 10.00$ 10.00$ Nuisance Abatement Administrative Fee 100.00$ First abatement $100.00 Second abatement $200.00 Third and subsequent abatements $500.00 Sanitation Inspection Fees - Outside of City Hourly Charge, one hour minimum 50.00$ 50.00$ Mileage over 15 miles, per mile 5.00$ 5.00$ Administrative Fee 15%15% *Any citation issued by individuals defined in Section 22-40 (Authority to issue notice of violations), shall be able to collect a dismisal fee from an individual who abates such violation upon their court appearance. Judge Stephen Takas suggested that we charge a dismisal fee to remedy some of the expenses incurred from the issuance of such citation. 26 City of Schertz Schedule of Fees Police Department 2021-22 2022-23 Alarm Permit Fees Residential - Annually 10.00$ 10.00$ Tier 1 Commercial 25.00$ 25.00$ Tier 2 Commercial site alarm system required 50.00$ 50.00$ under local, state or national code Alarm Service Fees: Other than Burglar Alarms 4TH False Alarm within 12 Mo. Period 100.00$ 100.00$ 5TH False Alarm within 12 Mo. Period 150.00$ 150.00$ 6TH False Alarm within 12 Mo. Period 200.00$ 200.00$ 7TH False Alarm within 12 Mo. Period 250.00$ 250.00$ 8TH False Alarm within 12 Mo. Period 500.00$ 500.00$ Others After 8TH within 12 Mo. Period 500.00$ 500.00$ Burglar Alarm Service Fees: 4TH False Alarm within 12 Mo. Period 50.00$ 50.00$ 5TH False Alarm within 12 Mo. Period 50.00$ 50.00$ 6TH False Alarm within 12 Mo. Period 75.00$ 75.00$ 7TH False Alarm within 12 Mo. Period 75.00$ 75.00$ 8TH False Alarm within 12 Mo. Period 100.00$ 100.00$ Others After 8TH within 12 Mo. Period 100.00$ 100.00$ Miscellaneous Fees Accident Reports, each 6.00$ 6.00$ Fingerprints, per set 10.00$ 10.00$ Solicitor/Peddler Permit 50.00$ 50.00$ Background Check Fee 10.00$ 10.00$ BODY CAM VIDEO ($1.00 per minute +$10.00)10.00$ 10.00$ 27 City of Schertz Schedule of Fees Fire Department and Haz-Mat Fees 2021-22 2022-23 Permit Fee Schedule Certificate of Occupancy - Inspections 50.00$ 50.00$ License Inspections 50.00$ 50.00$ Base Fire Suppression System Installation 100.00$ 100.00$ Additional installation charge, per sprinkler head 1.00$ 1.00$ Base Fire Alarms Installation 100.00$ 100.00$ Additional installation charge, per initiating or notification device 1.00$ 1.00$ Re-Inspection 45.00$ 45.00$ Smoke Control System Plan (for each review)75.00$ 75.00$ Flammable or combustible liquid tanks, each review 25.00$ -$ Flammable or combustible gas tanks, each review 150.00$ -$ After hours fee, per hour per inspector 75.00$ 75.00$ (beyond the hours of 8:00 a.m. to 5:00 p.m.) Plan Review Fees, construction per hour 75.00$ 75.00$ Plan Review Rush, Outsource - Sent out by Fire Marshal Cost Cost SFR After Hours Plan Review Rush (per hour, 2 hour minimum)75.00$ 75.00$ Fireworks display permit 250.00$ 250.00$ Operational Permits Open or Control Burn - Commercial 150.00$ 150.00$ Open or Control Burn - Non-commercial 25.00$ 25.00$ Tents 50.00$ 50.00$ Cutting and Welding 50.00$ 50.00$ Explosives 50.00$ 50.00$ Flammable Storage 50.00$ 50.00$ Carnivals and Fairs 50.00$ 50.00$ Food Booth (per booth, per event)25.00$ 25.00$ Mobile Food Establistments (annual)25.00$ 25.00$ Battery Systems 50.00$ 50.00$ Combustible Dust Product Options 50.00$ 50.00$ Cryogenic Fluids 50.00$ 50.00$ Haz-mat 50.00$ 50.00$ Lumberyards 50.00$ 50.00$ Spraying and Dipping 50.00$ 50.00$ Storage of Tires 50.00$ 50.00$ Operation Charges Hazardous materials operations service fees. The current replacement cost shall be charged for the use of consumable haz-mat supplies and firefighting agents ACTUAL ACTUAL If any protective equipment or firefighting equipment is damaged or contaminated, the current replacement cost shall be charged.ACTUAL ACTUAL Personnel cost will be calculated at the rate for the responding crew members.ACTUAL ACTUAL Fire Watch Fee, cost based on weighted salary of disptached employee ACTUAL ACTUAL 28 City of Schertz Schedule of Fees EMS 2021-22 2022-23 Response Services Aid Call 200.00$ 200.00$ Air Medical Assist Call 700.00$ 700.00$ BLS Non- Emergency 1,090.00$ 1,090.00$ BLS Emergency 1,210.00$ 1,210.00$ ALS Non Emergency 1,230.00$ 1,230.00$ ALS Emergency No Specialty Care 1,440.00$ 1,440.00$ ALS Emergency W \ Specialty Care 1,600.00$ 1,600.00$ Mileage, per mile 20.00$ 22.00$ Other Services Ambulance Standby, per hour 125.00$ 125.00$ Gator Standby, per hour 95.00$ 95.00$ AED Supplies Actual Actual CPR Class and Supplies Actual Actual System Continuing Education Actual Actual Vaccinations Actual Actual EMT Class 1,100.00$ 1,100.00$ Passport to Care - Single (insured)50.00$ 50.00$ Passport to Care - Family (insured)60.00$ 60.00$ Passport to Care - Single (Not insured)65.00$ 65.00$ Passport to Care - Family (Not insured)75.00$ 75.00$ Per Capita 15.79$ 16.10$ 29 City of Schertz Schedule of Fees Planning and Zoning 2021-22 2022-23 Plat recording service: Fees assessed are due prior to recording: Plat recording fee is equal to the fee charged by the County Clerks Office Annexation Petition by Property Owner - Plus all related fees 750.00$ 750.00$ Zone Change Zone change for 0 to 2 acres 650.00$ 650.00$ Zone change for 2+ to 5 acres $1,000.00 $1,000.00 Zone change for 5+ to 20 acres $2,000.00 $2,000.00 Zone change for 20+ to 50 acres $3,500.00 $3,500.00 Zone change for 50+ to 100 acres $4,000.00 $4,000.00 Zone change for 100+ acres $6,000.00 $6,000.00 Specific Use Permit (SUP) - plus other applicable items (i.e. Site Plan) Specific Use Permit (SUP) for 0 to 2 acres 650.00$ 650.00$ Specific Use Permit (SUP) for 2+ to 5 acres $ 1,000.00 $ 1,000.00 Specific Use Permit (SUP) for 5+ to 20 acres 2,000.00$ 2,000.00$ Specific Use Permit (SUP) for 20+ to 50 acres 3,500.00$ 3,500.00$ Specific Use Permit (SUP) for 50+ to 100 acres 4,000.00$ 4,000.00$ Specific Use Permit (SUP) for 100+ acres 6,000.00$ 6,000.00$ Building addition of a current/legal SUP 500.00$ 500.00$ Master Development Plan All phased developments and PDD's 1,500.00$ 1,500.00$ Master Development Plan Amendment (minor revision)500.00$ 500.00$ Preliminary Plat 0 to 50 acres 2,000.00$ 2,000.00$ greater than 50 acres 3,000.00$ 3,000.00$ Final Record Plat or Re-plat 0 to 50 acres 1,500.00$ 1,500.00$ greater than 50 acres 2,000.00$ 2,000.00$ Revised Final Plat (minor)500.00$ 500.00$ Amended Plat 1,500.00$ 1,500.00$ Minor Plat 1,500.00$ 1,500.00$ Vacate Plat 1,500.00$ 1,500.00$ Plat Time Extension - plus all related fees 250.00$ 250.00$ Street and Subdivision Name Changes 1,500.00$ 1,500.00$ 30 City of Schertz Schedule of Fees Planning and Zoning 2021-22 2022-23 Site Plan 1,500.00$ 1,500.00$ Amended Site Plan (minor)500.00$ 500.00$ Park Fees - Residential Land Dedication: one (1) acre per 100 dwelling unit Fee in Lieu of Land Dedication: per dwelling unit 350.00$ 350.00$ Park Development Fee: Per Dwelling unit 650.00$ 650.00$ Park Fees - Multi-Family Land Dedication: one (1) acre per 100 dwelling unit Fee in Lieu of Land Dedication; per dwelling unit:350.00$ 350.00$ Park Development Fee: Per Dwelling unit 650.00$ 650.00$ Miscellaneous Tree Mitigation, inch of DBH - Plus all related fees 100.00$ 100.00$ Legal Review (i.e. Improvement Agreements)Actual Actual Zoning Verification Letter - Single tract of land per Tract 150.00$ 150.00$ Certificate of Determination - Single Tract of Land per Tract 150.00$ 150.00$ Postponement of any Public Hearing by the Applicant 350.00$ 350.00$ Appeals and requests for amendments Considered by City Council, the Planning & Zoning Commission, the Building and Standards Commission, or the Board of Adjustment as allowed by the Unified Development Code, to include requested amendments to the Comprehensive Land Use Plan 500.00$ 500.00$ Variance and/or Waivers Unified Development Code, ea.500.00$ 500.00$ Building Code, ea.500.00$ 500.00$ Driveway width waiver requests will not be assessed with the waiver fee Copies, Plans, and Maps: Unified Development Code 50.00$ 50.00$ Public Works Specification Manual 50.00$ 50.00$ Staff Review - Application completeness review, internal SDR (staff) review & meeting with applicant to review application package. Fee included in all applications. 31 City of Schertz Schedule of Fees Inspections 2021-22 2022-23 Residential Building Permit Fees Minimum permit fee 50.00$ 50.00$ New Single Family Residential (one & two family dwellings) per square foot 0.50$ 0.50$ New Assessory structures per square foot 0.50$ 0.50$ Flatwork/Deck 100.00$ 100.00$ Patio/Patio Cover 225.00$ 225.00$ Roof Replacement 200.00$ 200.00$ Window Replacement 150.00$ 150.00$ Foundation Repair 225.00$ 225.00$ No plan check fee applies to residential flatwork/deck permits A building permit is required for swimming pools greater than 24 inches (24") in depth. Swimming Pools - In ground 500.00$ 500.00$ Swimming Pools - Above Ground (where a permit is required)25.00$ 25.00$ No permit required for prefabricated pools less than 24" A residential plan review fee of 50%of the building permit fee is assessed to all permits for the review of construction documents and plans associated with a permit.50%50% See trade permit fees associated with residential permits below. Commercial Building Permit Fees Building Permit Fees New Construction - Commercial (see Cost table below)Cost Cost Plan review fees for projects with a cost of $5,000 or greater,are assessed review fees based on a percentage (%) of Permit Fee 50%50% Permit Fees: Cost of Construction (Cost) $0.00 to $1,000.00 50.00$ 50.00$ $1,001.00 to $15,000.00, for each additional $1,000 and fraction thereof 8.00$ 8.00$ $15,001.00 to $50,000.00, for each additional $1,000 and fraction thereof 7.00$ 7.00$ $50,001 and up, for each additional $1,000 and fraction thereof 6.00$ 6.00$ Following Use The Cost of Construction (Cost) Table above: Non - residential Flatwork/Deck Cost Cost Non - residential Accessory Buildings Cost Cost Non - residential Patio/Patio Cover Cost Cost Non - residential Roof Replacement Cost Cost Non - residential Window Replacement Cost Cost Non - residential Swimming Pools in Ground Cost Cost Non - residential Foundation Repair Cost Cost Sign Cost Cost City of Schertz Schedule of Fees Inspections 2021-22 2022-23 All other permit fees (Residential & Commercial): Fence (New and Replacement)50.00$ 50.00$ Siding/Fascia 75.00$ 75.00$ Temporary Building or Structure 50.00$ 50.00$ Moving Permit Fee 100.00$ 100.00$ Demolition Permit Fee 60.00$ 60.00$ Mobile Home Permit Fee (plus sub-trades as necessary)25.00$ 25.00$ Certificate of Occupancy 50.00$ 50.00$ Pre Certificate of Occupancy Inspection 200.00$ 200.00$ Failure to Obtain Certificate of Occupancy 200.00$ 200.00$ Compliance Inspection, each trade 50.00$ 50.00$ Temporary Sign 30.00$ 30.00$ Development Sign 100.00$ 100.00$ Banner 25.00$ 25.00$ Street Span Banner 25.00$ 25.00$ Home Occupation Permit (annually)35.00$ 35.00$ Construction beginning without permit, pay additional:200.00$ 200.00$ Failure to Request Inspection, per trade 100.00$ 100.00$ Failure to Obtain Contractors License/Provide Insurance 100.00$ 100.00$ Electrical Permit Fees Electrical Repair/Replacement 60.00$ 60.00$ New Construction per building/unit 100.00$ 100.00$ Solar $100.00 $100.00 Mechanical Permit Fees Mechanical Repair/Replacement 60.00$ 60.00$ New Construction per building/unit 100.00$ 100.00$ Plumbing Permit Fees Plumbing Repair/Replacement 60.00$ 60.00$ New Construction per building/unit 100.00$ 100.00$ Irrigation Permit Fees Permit Fee 60.00$ 60.00$ plus per sprinkler head 1.00$ 1.00$ plus per backflow or RPZ 3.00$ 3.00$ subsequent to the installation of the piping or equipment served, each City of Schertz Schedule of Fees Inspections 2021-22 2022-23 Re-Inspection Fees Each re-inspection, per trade 75.00$ 75.00$ Re-inspections after first, per trade 100.00$ $150.00 Re-inspections after second and all subsequent, per trade $500.00 No permit fees will be charged for sites located on Main St. (All departments) No permit fees will be charged to the Schertz Housing Authority (All departments) Licenses/Registrations: General Contractor (Initial) General Contractor (Initial and Renewal)100.00$ 100.00$ Master Electrician (Initial) State of Texas Issued N/C N/C Journeyman Electrician (Annually) State of Texas Issued N/C N/C Apprentice/Wireman Electrician (Annually) State of Texas Issued N/C N/C Electrical Contractor (Annually) State of Texas Issued N/C N/C Mechanical Contractor (Annually) State of Texas Issued N/C N/C Plumbing Contractor (Annually)* State of Texas Issued N/C N/C Irrigation (Annually) State of Texas Issued N/C N/C Backflow Tester - State of Texas Issued N/C N/C Sign Contractor (Initial)N/C N/C Sign Contractor (Renewal)50.00$ 50.00$ Electrical Sign Contractor (Initial) State of Texas Issued 40.00$ 40.00$ Electric Sign Journeyman Electrician (Annually) State of Texas Issued N/C N/C Electric Sign Apprentice/Wireman Electrician (Annually) State of Texas Issued N/C N/C Utility Contractor (Annually)N/C N/C Mobile Home Park (Annually)50.00$ 50.00$ 40.00$ 40.00$ *N/C - No Charge for license per state law Miscellaneous Fees Inspections Division shall establish a fee consistent with the level of work and necessary inspections established by the schedule and the applicant shall be advised accordingly. City of Schertz Schedule of Fees Engineering 2021-22 2022-23 Grading and Clearing Permit - Acreage For non-agricultural purposes Below 5 acres 100.00$ 100.00$ 5 to 20 acres 250.00$ 250.00$ Per acre over 20, plus base charge for 20 acres 3.00$ 3.00$ Over 100 acres 490.00$ 490.00$ Development Permit % of total valuation of public infrastructure improvements 1%1% Reinspection Fee 50.00$ 50.00$ Grading and Clearing Permit Fees are waived for applicants representing Home Owner's Associations proposing maintenance activities in drainage easements. 35 City of Schertz Schedule of Fees Drainage Fees 2021-22 2022-23 Charge Per Residence 5.20$ 5.20$ Commercial, per LUE 5.20$ 5.20$ Floodplain Permit, Residential 50.00$ 50.00$ Floodplain Permit, Commercial 150.00$ 150.00$ 36 City of Schertz Schedule of Fees 2021-22 2022-23 Chipping charges, per half hour 40.00$ 40.00$ 2021-22 2022-23 Residential: Zone I: Once a week pick up One 96 gallon cart provided by franchisee, per month 12.41$ 12.41$ Residents requesets 2 carts total:18.59$ 18.59$ Resident requests 3 carts total:24.80$ 24.80$ Resident requests 4 carts total:30.99$ 30.99$ Recycling Fee, per month/container 2.05$ 2.05$ Zone 2: Single Family, twice per week pick up, per month, no cart provided 12.41$ 12.41$ Recycling Fee, per month/container 2.05$ 2.05$ Front Porch Pick Up 18.11$ 18.11$ Recycling Fee, per month/container 2.05$ 2.05$ Special Pickup: Move Ins, Special Tree Trimmings, oversize 17.29$ 17.29$ materials, & similar circumstances; minimum Class II: Mobile Home Parks 9.90$ 9.90$ Mobile Home Parks (2 or more mobile homes) (based on number in park on the 15th day of the month), per unit/monthly Class III: Apartments 9.90$ 9.90$ per unit/monthly Class IV: Motels 4.37$ 4.37$ per unit/monthly 2. Commercial Class V: 15.70$ 15.70$ Offices, barber shops and Professional services, per month Class VI:27.08$ 27.08$ Light retail, wholesale, commercial or industrial, 2000 to 4000 square feet and excluding large grocery stores, etc., per month Class VII: 39.34$ 39.34$ Medium retail, wholesale commercial or industrial (2000 to 4000 square feet and exclude large grocery store, etc.), per month 2 Cart, 1 pickup per week 40.61$ 40.61$ Public Works - Streets Garbage Collection Fees 37 City of Schertz Schedule of Fees 2021-22 2022-23Garbage Collection Fees Class VIII: Heavy Volume retail wholesale, commercial, or industrial (placement determined by a time and cost study of refuse generation and collection. The categories in this class usually require hand loading from rooms or pens and would not apply when commercial containers are used.) A. Two weekly pickups of 1.5 cubic yard containers, excluding large grocery, furniture or department stores, per month 69.89$ 69.89$ B. Two weekly pickups of 3 cu. Yard containers, excluding large grocery, furniture or department stores, etc., per month 139.77$ 139.77$ C. Three weekly pickups of 3 cu. Yard containers, excluding large grocery, furniture or department stores, etc., per month 218.41$ 218.41$ D. Four weekly pickups of 4 cu. Yard containers, including large grocery, furniture or department stores, etc., per month 262.05$ 262.05$ E. Five weekly pickups of 4 cu. Yard containers, including large grocery, furniture or department stores, etc., per month 349.42$ 349.42$ F. Six weekly pickups of 4 cu. Yard containers, including large grocery, furniture or department stores, etc., per month 436.84$ 436.84$ G. Customer requiring more than four (4) cu. Yds each pickup would be charged per cu. Yds. Collected., per yard 4.84$ 4.84$ 38 City of Schertz Schedule of Fees 2021-22 2022-23Garbage Collection Fees 3. Commercial Containers. CONTRACTOR will provide commercial containers to those customers who desire to use them in lieu of garbage cans. The use of such CONTRACTOR provided containers is required by this contract. Rates for containers and pickup will be based on the following table: Container Size:Frequency of Pickup 2017-18 through 2021-22 1 2 3 4 5 6 2 cu. Yard 59.45$ 101.23$ 122.28$ 139.79$ 157.26$ 174.72$ 3 cu. Yard 71.65$ 129.26$ 178.23$ 204.38$ 230.63$ 256.82$ 4 cu. Yard 89.06$ 153.79$ 209.65$ 253.32$ 297.04$ 340.71$ 6 cu. Yard 125.84$ 209.65$ 288.30$ 366.95$ 445.49$ 524.14$ 8 cu. Yard 148.53$ 270.81$ 375.60$ 480.46$ 586.04$ 690.14$ 10 cu. Yard 171.19$ 314.45$ 445.49$ 559.12$ 672.64$ 786.19$ Commercial Recycle Hauling Permit 2,500.00$ 2,500.00$ 39 City of Schertz Schedule of Fees 2021-22 2022-23Garbage Collection Fees 4. Roll-Off Rates Per Pull Open Top Containers - Dry Material 20 cu. Yard 323.20$ 323.20$ 30 cu. Yard 384.34$ 384.34$ 40 cu. Yard 445.49$ 445.49$ Roll-off Rental (no pulls within billing cycle)133.65$ 133.65$ per container per month 5. Wet Material Rates on Compactor containers or open top containers with wet material must be negotiated with customers at the time they are needed. This type of waste must be hauled to a Type I landfill which generally has a higher disposal rate attached to it. Roll-off Container Delivery Charge per container 38.95$ 38.95$ Roll-off Relocation or Trip Charge per container 38.95$ 38.95$ 2 cu. Yard compactor, per month (2 services per week)230.27$ 230.27$ Extra pick ups (2 yard compactor), each 87.31$ 87.31$ 4 cu. Yard compactor, per month (2 services per week)474.39$ 474.39$ 30 cu yard Compactor, per pull 585.30$ 585.30$ 40 cu yard Compactor, per pull 695.37$ 695.37$ 30 cu yard Open-top (Recycle), per pull 218.27$ 218.27$ Front-Load container extra pick-up charges 2 cu yard 29.70$ 29.70$ 3 cu yard 37.12$ 37.12$ 4 cu yard 44.56$ 44.56$ 6 cu yard 51.98$ 51.98$ 8 cu yard 59.41$ 59.41$ 10 cu yard 66.82$ 66.82$ OVER WEIGHT CHARGE 29.79$ 29.79$ Collection and Disposal of Municipal Wastes To address non standard requests, the solid waste contractor can negotiate a fee with the customer requesting the service. The City will collect 15% of the negotiated fee per the franchise agreement. 40 City of Schertz Schedule of Fees 2021-22 2022-23 Water Deposit In City 125.00$ 125.00$ Out of City 150.00$ 150.00$ Commercial 100.00$ 100.00$ or 2.5 times estimated monthly billing 2.5x 2.5x Disconnect Fee 20.00$ 20.00$ Extension Fee 5.00$ 5.00$ 2 free extensions Transfer Fee 10.00$ 10.00$ Garbage Deposit Residential 25.00$ 25.00$ Commercial 100.00$ 100.00$ or 2 1/2 times estimated monthly billing 2.5x 2.5x Meter Flow Test After Hours Disconnect/Reconnect 50.00$ 50.00$ City Field Test 10.00$ 10.00$ City Meter Bench Flow Test 25.00$ 25.00$ Schertz Seguin Water Customers 4.00$ 4.00$ Non-Schertz Seguin Customer 15.00$ 15.00$ Extended Absence Charge 10.00$ 10.00$ Re-Installation Fee, per hour 50.00$ 50.00$ Fire Hydrant Fee Deposit 200.00$ 200.00$ Service Fee 50.00$ 50.00$ Business Office 41 City of Schertz Schedule of Fees 2021-22 2022-23 Permit Fees - If tie into manhole or 25.00$ 25.00$ street cut Fire Line Type Nos. 1 and 2 - (non-metered), in City 4-inch service line connection or smaller 175.00$ 175.00$ 6 inch 235.00$ 235.00$ 8 inch 290.00$ 290.00$ 10 inch 340.00$ 340.00$ 12 inch 405.00$ 405.00$ Fire Line - Outside City 4-inch service line connection or smaller 225.00$ 225.00$ 6 inch 305.00$ 305.00$ 8 inch 375.00$ 375.00$ 10 inch 440.00$ 440.00$ 12 inch 525.00$ 525.00$ Meter Size 5/8" X 3/4"330.00$ 330.00$ 3/4" X 3/4"345.00$ 345.00$ 1" X 1"450.00$ 450.00$ 2" X 2"1,940.00$ 1,940.00$ *2" turbine Cost + Labor Cost + Labor *3" Comp Cost + Labor Cost + Labor *3" turbine Cost + Labor Cost + Labor *4" Comp Cost + Labor Cost + Labor *4" turbine Cost + Labor Cost + Labor Public Works Meter Installation Fees - Inside the City 42 City of Schertz Schedule of Fees 2021-22 2022-23Public Works Meter Installation Fees - Outside the City Meter Size 5/8" X 3/4"340.00$ 340.00$ 3/4" X 3/4"355.00$ 355.00$ 1" X 1"460.00$ 460.00$ 2" X 2"1,950.00$ 1,950.00$ *2" turbine Cost + Labor Cost + Labor *3" Comp Cost + Labor Cost + Labor *3" turbine Cost + Labor Cost + Labor *4" Comp Cost + Labor Cost + Labor *4" turbine Cost + Labor Cost + Labor Fire Hydrant Meter for Construction Deposit (refundable)200.00$ 200.00$ Service Charge 50.00$ 50.00$ Wholesale Water Distribution Rate Base Rate, per month 3 Inch Compound Meter 315.28$ 315.28$ 3 Inch Turbine Meter 472.92$ 472.92$ 4 Inch Compound Meter 492.63$ 492.63$ 4 Inch Turbine Meter 827.62$ 827.62$ 6 Inch Compound Meter 985.26$ 985.26$ 6 Inch Turbine Meter 1,812.88$ 1,812.88$ 8 Inch Compound Meter 1,576.80$ 1,576.80$ 8 Inch Turbine Meter 3,153.60$ 3,153.60$ 10 Inch Compound Meter 2,266.65$ 2,266.65$ 10 Inch Turbine Meter 4,927.50$ 4,927.50$ 12 Inch Turbine Meter 6,504.30$ 6,504.30$ Network Nodes Application 500.00$ 500.00$ Additional for each node over 5 on the application (up to 30)100.00$ 100.00$ Annual Public Right of Way 250.00$ 250.00$ Node Support Pole Application Fee 1,000.00$ 1,000.00$ Collaction Fee for Network Nodes on City Service Poles, per pole, per month 20.00$ 20.00$ Transport Facilities Application 500.00$ 500.00$ Additional for each node over 5 on the application (up to 30)100.00$ 100.00$ Rental Fee for Transport Facilities, per device per month 28.00$ 28.00$ Annual Public Right of Way Fee 250.00$ 250.00$ Permit Fees will be due at the time of the permit submission. Permit will not be accepted if the permit fee is not attached. Other fees will be assessed at the time of permit approval Available by agreement to distributors with a self-maintained water distribution service, Military Bases, and for temporary use until reuse water is made available in a particular area. 43 City of Schertz Schedule of Fees 2021-22 2022-23 Meter Size Meter Type 5/8"SIMPLE 1.0 2,934$ 2,934$ 3/4"SIMPLE 1.5 4,401$ 4,401$ 1"SIMPLE 2.5 7,335$ 7,335$ 1.5"SIMPLE 5.0 14,670$ 14,670$ 2"SIMPLE 8.0 23,472$ 23,472$ 2"COMPOUND 8.0 23,472$ 23,472$ 2"TURBINE 10.0 29,340$ 29,340$ 3"COMPOUND 16.0 46,944$ 46,944$ 3"TURBINE 24.0 70,416$ 70,416$ 4"COMPOUND 25.0 73,350$ 73,350$ 4"TURBINE 42.0 123,228$ 123,228$ 6"COMPOUND 50.0 146,700$ 146,700$ 6"TURBINE 92.0 269,928$ 269,928$ 8"COMPOUND 80.0 234,720$ 234,720$ 9"TURBINE 160.0 469,440$ 469,440$ 10"COMPOUND 115.0 337,410$ 337,410$ 10"TURBINE 250.0 733,500$ 733,500$ 12"TURBINE 330.0 968,220$ 968,220$ SEWER COLLECTION IMPACT FEE *Collection Impact Fee Per Living Unit Equivalent (LUE)1,668$ 1,668$ *Sewer based on LUE: LUE = 245 gallons per day These are only City of Schertz impact fees. Other Utility Impact Fees Treatment Impact Fee Per LUE:1,800.00$ 1,800.00$ Schertz Seguin Local Government Corporation (SSLGC) Meter Size Meter Type 5/8"SIMPLE 1.0 1,607.24$ 1,607.24$ 3/4"SIMPLE 1.5 2,410.86$ 2,410.86$ 1"SIMPLE 2.5 4,018.10$ 4,018.10$ 1.5"SIMPLE 5.0 8,036.20$ 8,036.20$ 2"SIMPLE 8.0 12,857.92$ 12,857.92$ 2"COMPOUND 8.0 12,857.92$ 12,857.92$ 2"TURBINE 10.0 16,072.40$ 16,072.40$ 3"COMPOUND 16.0 25,715.84$ 25,715.84$ 3"TURBINE 24.0 38,573.76$ 38,573.76$ 4"COMPOUND 25.0 40,181.00$ 40,181.00$ 4"TURBINE 42.0 67,504.08$ 67,504.08$ 6"COMPOUND 50.0 80,362.00$ 80,362.00$ 6"TURBINE 92.0 147,866.08$ 147,866.08$ 8"COMPOUND 80.0 128,579.20$ 128,579.20$ 9"TURBINE 160.0 257,158.40$ 257,158.40$ 10"COMPOUND 115.0 184,832.60$ 184,832.60$ 10"TURBINE 250.0 401,810.00$ 401,810.00$ 12"TURBINE 330.0 530,389.20$ 530,389.20$ ROADWAY IMAPACT FEE Residential Home through 3/26/2021 2,696.00$ 2,696.00$ Residential Home between 3/27/2021 and 3/26/2022 3,033.00$ 3,033.00$ Residential Home after 3/26/2022 3,370.00$ 3,370.00$ Nonresidential through 3/26/2021, per service unit*100.00$ 100.00$ Nonresidential after 3/26/2021, per service unit*175.00$ 175.00$ LUEs Water Capital Recovery Impact Fees *The number of service units are based on the use of the property. A fee calculator is available on the City Website under the Engineering page 44 City of Schertz Schedule of Fees Sewer Rates 2021-22 2022-23 Residential Rates (Single Family) Base Rate-per month 14.43$ 15.01 Per 1,000 gal Charge, Per Month Per 1,000 gal charge Total- 12,000 gallons or less 4.75$ 4.94 greater than 12,000 gallons 10.79$ 11.33 Business and Multi-family Dwelling Units: Base Rate per month 18.15$ 18.88 The base rate shall be assessed in terms of connection equivalents which shall be as follows: the customer's previous 12 month water consumption as determined at the annual re-rating in February divided by 365, with the results of such division then divided by 245 gallons. The figure arrived at by the second division shall be the customer's "connection equivalent". Each business shall be assessed a base rate. Per 1,000 gal Charge, Per Month Per 1,000 gal charge Total- 12,000 gallons or less 4.87$ 5.06 greater than 12,000 gallons 10.89$ 11.33 YMCA Per 1,000 gal Charge, Per Month 3.20$ 3.33 45 City of Schertz Schedule of Fees Public Works - Water Rates Residential 2022-23 GALLONS SOLD BY METER SIZE (RESIDENTIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 5/8 IN 0 24.61$ 25.84$ 3.04$ 3.19$ CODE 1 6,000 42.85$ 44.98$ 3.40$ 3.57$ 12,000 63.25$ 66.40$ 3.98$ 4.18$ 18,000 87.13$ 91.48$ 4.86$ 5.10$ 30,000 145.45$ 152.68$ 6.17$ 6.48$ 3/4 IN 0 36.89$ 38.73$ 3.04$ 3.19$ CODE 2 6,000 55.13$ 57.87$ 3.40$ 3.57$ 12,000 75.53$ 79.29$ 3.98$ 4.18$ 18,000 99.41$ 104.37$ 4.86$ 5.10$ 30,000 157.73$ 165.57$ 6.17$ 6.48$ 1.0 IN 0 61.49$ 64.56$ 3.04$ 3.19$ CODE 3 6,000 79.73$ 83.70$ 3.40$ 3.57$ 12,000 100.13$ 105.12$ 3.98$ 4.18$ 18,000 124.01$ 130.20$ 4.86$ 5.10$ 30,000 182.33$ 191.40$ 6.17$ 6.48$ 1 1/2 IN 0 122.99$ 129.14$ 3.04$ 3.19$ CODE 4 6,000 141.23$ 148.28$ 3.40$ 3.57$ 12,000 161.63$ 169.70$ 3.98$ 4.18$ 18,000 185.51$ 194.78$ 4.86$ 5.10$ 30,000 243.83$ 255.98$ 6.17$ 6.48$ 2 IN 0 196.78$ 206.62$ 3.04$ 3.19$ SIMPLE 6,000 215.02$ 225.76$ 3.40$ 3.57$ COMPOUND 12,000 235.42$ 247.18$ 3.98$ 4.18$ CODE 5 18,000 259.30$ 272.26$ 4.86$ 5.10$ 30,000 317.62$ 333.46$ 6.17$ 6.48$ 2IN 0 245.96$ 258.26$ 3.04$ 3.19$ TURBINE 6,000 264.20$ 277.40$ 3.40$ 3.57$ CODE 6 12,000 284.60$ 298.82$ 3.98$ 4.18$ 18,000 308.48$ 323.90$ 4.86$ 5.10$ 30,000 366.80$ 385.10$ 6.17$ 6.48$ 46 City of Schertz Schedule of Fees Public Works - Water Rates Residential 2022-23 GALLONS SOLD BY METER SIZE (RESIDENTIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 3 IN 0 393.55$ 413.23$ 3.04$ 3.19$ COMPOUND 6,000 411.79$ 432.37$ 3.40$ 3.57$ CODE 7 12,000 432.19$ 453.79$ 3.98$ 4.18$ 18,000 456.07$ 478.87$ 4.86$ 5.10$ 30,000 514.39$ 540.07$ 6.17$ 6.48$ 3 IN 0 590.33$ 619.85$ 3.04$ 3.19$ TURBINE 6,000 608.57$ 638.99$ 3.40$ 3.57$ CODE 8 12,000 628.97$ 660.41$ 3.98$ 4.18$ 18,000 652.85$ 685.49$ 4.86$ 5.10$ 30,000 711.17$ 746.69$ 6.17$ 6.48$ 4 IN 0 614.93$ 645.68$ 3.04$ 3.19$ COMPOUND 6,000 633.17$ 664.82$ 3.40$ 3.57$ CODE 9 12,000 653.57$ 686.24$ 3.98$ 4.18$ 18,000 677.45$ 711.32$ 4.86$ 5.10$ 30,000 735.77$ 772.52$ 6.17$ 6.48$ 4 IN 0 1,033.08$ 1,084.73$ 3.04$ 3.19$ TURBINE 6,000 1,051.32$ 1,103.87$ 3.40$ 3.57$ CODE 10 12,000 1,071.72$ 1,125.29$ 3.98$ 4.18$ 18,000 1,095.60$ 1,150.37$ 4.86$ 5.10$ 30,000 1,153.92$ 1,211.57$ 6.17$ 6.48$ 6 IN 0 1,229.86$ 1,291.35$ 3.04$ 3.19$ COMPOUND 6,000 1,248.10$ 1,310.49$ 3.40$ 3.57$ CODE 11 12,000 1,268.50$ 1,331.91$ 3.98$ 4.18$ 18,000 1,292.38$ 1,356.99$ 4.86$ 5.10$ 30,000 1,350.70$ 1,418.19$ 6.17$ 6.48$ 6 IN 0 2,262.93$ 2,376.08$ 3.04$ 3.19$ TURBINE 6,000 2,281.17$ 2,395.22$ 3.40$ 3.57$ CODE 12 12,000 2,301.57$ 2,416.64$ 3.98$ 4.18$ 18,000 2,325.45$ 2,441.72$ 4.86$ 5.10$ 30,000 2,383.77$ 2,502.92$ 6.17$ 6.48$ 8 IN 0 1,987.74$ 2,087.13$ 3.04$ 3.19$ COMPOUND 6,000 2,005.98$ 2,106.27$ 3.40$ 3.57$ CODE 13 12,000 2,026.38$ 2,127.69$ 3.98$ 4.18$ 18,000 2,050.26$ 2,152.77$ 4.86$ 5.10$ 30,000 2,108.58$ 2,213.97$ 6.17$ 6.48$ 47 City of Schertz Schedule of Fees Public Works - Water Rates Residential 2022-23 GALLONS SOLD BY METER SIZE (RESIDENTIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 8 IN 0 3,975.48$ 4,174.25$ 3.04$ 3.19$ TURBINE 6,000 3,993.72$ 4,193.39$ 3.40$ 3.57$ CODE 14 12,000 4,014.12$ 4,214.81$ 3.98$ 4.18$ 18,000 4,038.00$ 4,239.89$ 4.86$ 5.10$ 30,000 4,096.32$ 4,301.09$ 6.17$ 6.48$ 10 IN 0 2,857.37$ 3,000.24$ 3.04$ 3.19$ COMPOUND 6,000 2,875.61$ 3,019.38$ 3.40$ 3.57$ CODE 15 12,000 2,896.01$ 3,040.80$ 3.98$ 4.18$ 18,000 2,919.89$ 3,065.88$ 4.86$ 5.10$ 30,000 2,978.21$ 3,127.08$ 6.17$ 6.48$ 10 IN 0 6,211.67$ 6,522.25$ 3.04$ 3.19$ TURBINE 6,000 6,229.91$ 6,541.39$ 3.40$ 3.57$ CODE 16 12,000 6,250.31$ 6,562.81$ 3.98$ 4.18$ 18,000 6,274.19$ 6,587.89$ 4.86$ 5.10$ 30,000 6,332.51$ 6,649.09$ 6.17$ 6.48$ 12 IN 0 8,199.42$ 8,609.39$ 3.04$ 3.19$ TURBINE 6,000 8,217.66$ 8,628.53$ 3.40$ 3.57$ CODE 17 12,000 8,238.06$ 8,649.95$ 3.98$ 4.18$ 18,000 8,261.94$ 8,675.03$ 4.86$ 5.10$ 30,000 8,320.26$ 8,736.23$ 6.17$ 6.48$ 48 City of Schertz Schedule of Fees Public Works - Water Rates Commercial 2022-23 GALLONS SOLD BY METER SIZE (COMMERCIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 5/8 IN 0 24.61$ 25.84$ 3.04$ 3.19$ CODE 1 6,000 42.85$ 44.98$ 3.40$ 3.57$ 12,000 63.25$ 66.40$ 3.98$ 4.18$ 18,000 87.13$ 91.48$ 4.86$ 5.10$ 30,000 145.45$ 152.68$ 6.17$ 6.48$ 3/4 IN 0 36.89$ 38.73$ 3.04$ 3.19$ CODE 2 6,000 55.13$ 57.87$ 3.40$ 3.57$ 12,000 75.53$ 79.29$ 3.98$ 4.18$ 18,000 99.41$ 104.37$ 4.86$ 5.10$ 30,000 157.73$ 165.57$ 6.17$ 6.48$ 1.0 IN 0 61.49$ 64.56$ 3.04$ 3.19$ CODE 3 6,000 79.73$ 83.70$ 3.40$ 3.57$ 12,000 100.13$ 105.12$ 3.98$ 4.18$ 18,000 124.01$ 130.20$ 4.86$ 5.10$ 30,000 182.33$ 191.40$ 6.17$ 6.48$ 1 1/2 IN 0 122.99$ 129.14$ 3.04$ 3.19$ CODE 4 6,000 141.23$ 148.28$ 3.40$ 3.57$ 12,000 161.63$ 169.70$ 3.98$ 4.18$ 18,000 185.51$ 194.78$ 4.86$ 5.10$ 30,000 243.83$ 255.98$ 6.17$ 6.48$ 2 IN 0 196.78$ 206.62$ 3.04$ 3.19$ SIMPLE 18,000 251.50$ 264.04$ 3.40$ 3.57$ COMPOUND 36,000 312.70$ 328.30$ 3.98$ 4.18$ CODE 5 54,000 384.34$ 403.54$ 4.86$ 5.10$ 90,000 559.30$ 587.14$ 6.17$ 6.48$ 2IN 0 245.96$ 258.26$ 3.04$ 3.19$ TURBINE 18,000 300.68$ 315.68$ 3.40$ 3.57$ CODE 6 36,000 361.88$ 379.94$ 3.98$ 4.18$ 54,000 433.52$ 455.18$ 4.86$ 5.10$ 90,000 608.48$ 638.78$ 6.17$ 6.48$ 3 IN 0 393.55$ 413.23$ 3.04$ 3.19$ COMPOUND 18,000 448.27$ 470.65$ 3.40$ 3.57$ CODE 7 36,000 509.47$ 534.91$ 3.98$ 4.18$ 54,000 581.11$ 610.15$ 4.86$ 5.10$ 90,000 756.07$ 793.75$ 6.17$ 6.48$ 49 City of Schertz Schedule of Fees Public Works - Water Rates Commercial 2022-23 GALLONS SOLD BY METER SIZE (COMMERCIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 3 IN 0 590.33$ 619.85$ 3.04$ 3.19$ TURBINE 18,000 645.05$ 677.27$ 3.40$ 3.57$ CODE 8 36,000 706.25$ 741.53$ 3.98$ 4.18$ 54,000 777.89$ 816.77$ 4.86$ 5.10$ 90,000 952.85$ 1,000.37$ 6.17$ 6.48$ 4 IN 0 614.93$ 645.68$ 3.04$ 3.19$ COMPOUND 18,000 669.65$ 703.10$ 3.40$ 3.57$ CODE 9 36,000 730.85$ 767.36$ 3.98$ 4.18$ 54,000 802.49$ 842.60$ 4.86$ 5.10$ 90,000 977.45$ 1,026.20$ 6.17$ 6.48$ 4 IN 0 1,033.08$ 1,084.73$ 3.04$ 3.19$ TURBINE 18,000 1,087.80$ 1,142.15$ 3.40$ 3.57$ CODE 10 36,000 1,149.00$ 1,206.41$ 3.98$ 4.18$ 54,000 1,220.64$ 1,281.65$ 4.86$ 5.10$ 90,000 1,395.60$ 1,465.25$ 6.17$ 6.48$ 6 IN 0 1,229.86$ 1,291.35$ 3.04$ 3.19$ COMPOUND 18,000 1,284.58$ 1,348.77$ 3.40$ 3.57$ CODE 11 36,000 1,345.78$ 1,413.03$ 3.98$ 4.18$ 54,000 1,417.42$ 1,488.27$ 4.86$ 5.10$ 90,000 1,592.38$ 1,671.87$ 6.17$ 6.48$ 6 IN 0 2,262.93$ 2,376.08$ 3.04$ 3.19$ TURBINE 18,000 2,317.65$ 2,433.50$ 3.40$ 3.57$ CODE 12 36,000 2,378.85$ 2,497.76$ 3.98$ 4.18$ 54,000 2,450.49$ 2,573.00$ 4.86$ 5.10$ 90,000 2,625.45$ 2,756.60$ 6.17$ 6.48$ 8 IN 0 1,987.74$ 2,087.13$ 3.04$ 3.19$ COMPOUND 18,000 2,042.46$ 2,144.55$ 3.40$ 3.57$ CODE 13 36,000 2,103.66$ 2,208.81$ 3.98$ 4.18$ 54,000 2,175.30$ 2,284.05$ 4.86$ 5.10$ 90,000 2,350.26$ 2,467.65$ 6.17$ 6.48$ 50 City of Schertz Schedule of Fees Public Works - Water Rates Commercial 2022-23 GALLONS SOLD BY METER SIZE (COMMERCIAL) METER BLOCK CURRENT PROPOSED CURRENT PROPOSED GALLONS BLOCK RATE BLOCK RATE RATE 1000 RATE 1000 8 IN 0 3,975.48$ 4,174.25$ 3.04$ 3.19$ TURBINE 18,000 4,030.20$ 4,231.67$ 3.40$ 3.57$ CODE 14 36,000 4,091.40$ 4,295.93$ 3.98$ 4.18$ 54,000 4,163.04$ 4,371.17$ 4.86$ 5.10$ 90,000 4,338.00$ 4,554.77$ 6.17$ 6.48$ 10 IN 0 2,857.37$ 3,000.24$ 3.04$ 3.19$ COMPOUND 18,000 2,912.09$ 3,057.66$ 3.40$ 3.57$ CODE 15 36,000 2,973.29$ 3,121.92$ 3.98$ 4.18$ 54,000 3,044.93$ 3,197.16$ 4.86$ 5.10$ 90,000 3,219.89$ 3,380.76$ 6.17$ 6.48$ 10 IN 0 6,211.67$ 6,522.25$ 3.04$ 3.19$ TURBINE 18,000 6,266.39$ 6,579.67$ 3.40$ 3.57$ CODE 16 36,000 6,327.59$ 6,643.93$ 3.98$ 4.18$ 54,000 6,399.23$ 6,719.17$ 4.86$ 5.10$ 90,000 6,574.19$ 6,902.77$ 6.17$ 6.48$ 12 IN 0 8,199.42$ 8,609.39$ 3.04$ 3.19$ TURBINE 18,000 8,254.14$ 8,666.81$ 3.40$ 3.57$ CODE 17 36,000 8,315.34$ 8,731.07$ 3.98$ 4.18$ 54,000 8,386.98$ 8,806.31$ 4.86$ 5.10$ 90,000 8,561.94$ 8,989.91$ 6.17$ 6.48$ FH METER 116.88$ 122.72$ 8.98$ 9.43$ Cibolo Wholesale Water Rate 3.27$ 3.27$ 51 City of Schertz Schedule of Fees Drought Contingency Surcharges 2021-22 2022-23 For the first 1,000 gallons over allocation*2.00$ 2.00$ For the second 1,000 gallons over allocation*3.00$ 3.00$ For the third 1,000 gallons over allocation*4.00$ 4.00$ For each additional 1,000 gallons over allocation*5.00$ 5.00$ Drought Contingency Violation Fines, up to 200.00$ 200.00$ *Refer to the Conservation Ordinance for all allocations 52 Agenda No. 3.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:City Secretary Subject:Appointments to various Boards, Commissions and Committees - Consideration and/or action approving the Appointment of Mr. Patrick Holmes as a Regular Member to the Historic Preservation Committee. (B. Dennis/Mayor-Council) BACKGROUND The City Secretary Department received an application from Mr. Holmes indicating his interest to serve on the Historical Preservation Committee.  Mr. Holmes application for appointment was vetted through the Interview Committee, and they recommend appointment. Staff recommends the appointment of Mr. Patrick Holmes' as a Regular Member to the Historical Preservation Committee. Agenda No. 4.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:City Secretary Subject:Ordinance No. 22-T-34 – Consideration and/or action approving an Ordinance by the City Council of the City of Schertz, Texas, authorizing a budget adjustment relating to the Corbett Ground Storage Tank.  Final Reading (M. Browne/K. Woodlee/J. Shortess) BACKGROUND The Corbett Elevated Storage Tank serves approximately 2,300 water connections (a population of approximately 5,800). The addition of the proposed 3.0 million gallon Corbett Ground Storage Tank will provide critical storage and redundancy at the Corbett Tank Site in order to provide water to customers on a daily basis and to a larger portion of the City in an emergency situation.  The Corbett Tank Site is one of two SSLGC connection points which provide continual water flow to the southern water zone. In addition to the construction of a new ground storage tank, a pump station will be installed to feed the southern water zone through the existing elevated tank on site and to pump water to the Live Oak Tank Site when needed. Generator design is proposed to run all of the pumps during an electrical outage. The ground storage tank and pump station is a project identified in the City's current Impact Fee Capital Improvement Plan.  The Corbett Ground Storage Tank Project was bid and $7,730,818.70 (lowest responsible bid plus contingency) is needed to fully fund construction.  Appropriation funding via the award of $3,500,000 from the Fiscal Year 2022 Federal Omnibus Legislation has been secured for a portion of the project.  Proposed Ordinance 22-T-34 allocates $4,230,818.70 from Water Capital Recovery Fees to provide the remainder of funding needed to construct the proposed Corbett Ground Storage Tank, pump station, and generator. Council approved this in firs reading at their meeting of August 2, 2022. GOAL The goal of this ordinance is to amend the fiscal year 2021-2022 budget to allocate Water Capital Reserve dollars to provide funding to construct the 3.0 million gallon Corbett Ground Storage Tank.   COMMUNITY BENEFIT The proposed 3.0 million gallon Corbett Ground Storage Tank will provide critical storage and redundancy at the Corbett Tank Site in order to provide water to customers on a daily basis and to a larger portion of the City in an emergency situation.    SUMMARY OF RECOMMENDED ACTION Approval of Ordinance 22-T-34 authorizing the budget adjustment on final reading. FISCAL IMPACT As of June 30, 2022, the Water Capital Recovery Fund had $8.9 million available.  This ordinance will allocate $4.23 million from the Water Capital Recovery Fees to construction services related to the Corbett Ground Storage Tank project.    RECOMMENDATION Staff recommends approval of Ordinance 22-T-34 final reading. Attachments Community Project Funding  Bill Signing Letter  2022-004 Bid Log  Ordinance 22-T-34  PUBLIC WORKS DEPARTMENT 10 Commercial Place Schertz, Texas 78154 210.619.1800 schertz.com April 7, 2021 Office of Congressman Vicente Gonzalez Community Project Funding City of Schertz Project Abstract: Corbett Water Ground Storage Tank Explanation of why the project is a priority for the community The City of Schertz is pleased to submit the Corbett Water Ground Storage Tank Project to Congressman Gonzalez’s office in response to the Community Project Funding request for projects. The City of Schertz receives water from the Schertz Seguin Local Government Cor poration (SSLGC) at two locations in the City. The first and primary location is the Live Oak Tank Site located in Central Schertz. This tank site provides water to the “Lower” and “Upper” water zones in the City. The second location that the City receives SSLGC water is at the Corbett Tank Site which is located in Southern Schertz. This tank site currently serves the “Southern” water zone in the City out of an existing elevated water storage tank. The Corbett Tank Site serves approximately 2,300 water connections which equates to a population of approximately 5,800. The addition of the proposed 3.0 million gallon concrete water ground storage tank will provide critical storage and redundancy at the Corbett Tank Site in order to provide water to customers on a daily basis and to a larger portion of the City in an emergency situation. As detailed above, because the Corbett Tank Site has an SSLGC connection, it will serve as the primary water supply point for the City if the Live Oak Tank Site SSLGC connectio n fails. The 3.0 million gallons of storage is capable of providing continual water flow to the southern water zone, and is sized to cover the storage needs of the 1.5 million gallon ground storage tank at the Live Oak Tank Site in case of failure. In conjunction with the construction of the new ground storage tank, a new pump station will also be constructed and sized to feed the southern water zone through the existing elevated tank on site, and to pump water to the Live Oak Tank Site. From the Live O ak Tank Site, the water could then be pumped to the remaining water zones in the City, which would provide water to all 16,800 water customers which equates to a population of roughly 42,700. Finally, the project is planned to include a generator adequately sized to run all of the pumps during an electrical outage as experienced during the severe Winter Storm in Texas during February 12 -19, 2021 The City of Schertz has begun design of the project and expects design to be completed in 6 months and expects the project to be “shovel ready” in October 2021 . The City owns all of the necessary property to construct the project as planned, so no property acquisition is required. The City of Schertz is estimating the project cost is $5 million as currently scoped. March 16, 2022 The City of Schertz 1400 Schertz Parkway Schertz, Texas 78154 Dear City of Schertz, I am happy to share that your project, Corbett Ground Storage Tank Project, including a total of $3,500,000 was signed into law yesterday, March 15, 2022, by President Joseph R. Biden Jr. as a part of the Fiscal Year 2022 Omnibus legislation. I am proud to see this project authorized and will continue working to ensure these projects are funded and recognized. Furthermore, my office will share guidance from the House Appropriations Committee on how federal agencies will contact project recipients about accessing funds as we receive it. Congratulations again and thank you for your work to make this a reality! Should you have any questions about this process please do not hesitate to reach out to my office at any of the below contacts: Chandler Smith: (202) 377-9719, Chandler.Smith@mail.house.gov Jorge Galindo: (202) 285-7141, Jorge.Galindo@mail.house.gov Stephanie Toscano: Stephanie.Toscano@mail.house.gov Albert Martinez: Albert.Martinez@mail.house.gov Louise Bentsen: Louise.Bentsen@mail.house.gov Sincerely, Vicente Gonzalez Member of Congress ORDINANCE NO. 22-T-34 AN ORDINANCE BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING AN ADJUSTMENT TO THE FISCAL YEAR 2021-2022 BUDGET TO PROVIDE FUNDING FOR CONSTRUCTION RELATED TO THE CORBETT GROUND STORAGE TANK, REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT WITH THIS ORDINANCE; AND PROVIDING AN EFFECTIVE DATE WHEREAS, pursuant to Ordinance 21-T-38, the City of Schertz (the “City”) adopted the budget for the City for the fiscal year 2021-2022 (the “Budget), which provides funding for the City’s operations throughout the 2021-2022 fiscal year; and WHEREAS, the City needs to authorize budget amounts of $4,230,818.70 for the purpose of construction services and other associated expenses related to the Corbett Ground Storage Tank from the Water Capital Recovery Fund; and WHEREAS, City staff recommends that the City Council of the City adjust the Budget and approve the ordinance; and WHEREAS, the City Council of the City has determined that it is in the best interest of the City to adjust the Budget and approve the budget transfer for the Corbett Ground Storage Tank, as more fully set forth in this Ordinance. NOW, THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS: Section 1. The City shall set a budget of $4,230,818.70 from the Water Capital Recovery Fund for the contracting of construction services and other associated expenses related to the Corbett Ground Storage Tank. Section 2. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Ordinance for all purposes and are adopted as a part of the judgment and findings of the Council. Section 3. All ordinances and codes, or parts thereof, which are in conflict or inconsistent with any provision of this Ordinance are hereby repealed to the extent of such conflict, and the provisions of this Ordinance shall be and remain controlling as to the matters resolved herein. Section 4. This Ordinance shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 5. If any provision of this Ordinance or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Ordinance and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City hereby declares that this Ordinance would have been enacted without such invalid provision. Section 6. It is officially found, determined, and declared that the meeting at which this Ordinance is adopted was open to the public and public notice of the time, place, and subject matter of the public business to be considered at such meeting, including this Ordinance, was given, all as required by Chapter 551, as amended, Texas Government Code. Section 7. This Ordinance shall be effective upon the date of final adoption hereof and any publication required by law. PASSED ON FIRST READING, the 2nd day of August, 2022. PASSED, APPROVED and ADOPTED ON SECOND READING, the 9 th day of August, 2022. CITY OF SCHERTZ, TEXAS Mayor ATTEST: City Secretary (CITY SEAL) 50558021.1 2 Agenda No. 5.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Emergency Medical Services Subject:Resolution No. 22-R-79 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing the City Manager to sign a Letter of Intent (LOI) with Sterling McCall Ford for the purchase of one (1) new ambulance for Fiscal Year 2023/2024. (M. Browne/J. Mabbitt) BACKGROUND The EMS Department currently has a fleet of eleven (11) ambulances, seven (7) of these ambulances are "front-line" or are in-service at any given time which leaves a reserve fleet of four (4) ambulances. A goal is to have four (4) reserve ambulances to allow our fleet department time to "down" each ambulance for preventative and safety checks. As of August 1, mileage for these ambulances range from 280 to over 200,000 miles:    Unit #Year Mileage 274 2013 208,139 275 2013 200,323 276-B 2022 280 277 2015 188,303 278-B 2021 10,470 279 2015 191,449 280 2017 147,066 281 2017 92,339 282 2020 79,710 283 2021 19,555 284 2021 20,384 285 2022 Will receive in FY23 After coordination with the Fleet Department and in-line with our vehicle replacement program, it was decided to purchase this ambulance from Frazer through Sterling McCall Ford (for the chassis).  Frazer is a HGAC Buy Purchasing Cooperative program participant, and the ambulances are built here in Texas.    Like our previous six ambulances, this ambulance will be mounted on a Ford F450 chassis.   Due to COVID-19, ambulance manufacturers have lengthened their build times (mainly due to chassis delays) and to have our ambulance built in FY24 we need to have a Letter of Intent (LOI) signed to save a chassis for the build.   Final purchase will be dependent on final approval of the FY24 budget.   GOAL Authorizing the City Manager to sign a Letter of Intent (LOI) with Sterling McCall Ford for the intent to purchase one (1) new ambulance for FY24. COMMUNITY BENEFIT The items purchased from Frazer are in support of EMS response to the communities served.   SUMMARY OF RECOMMENDED ACTION Staff recommends approving the attached Letter of Intent (LOI) authorizing the City Manager to sign a Letter of Intent (LOI) with Sterling McCall Ford for the purchase of one (1) new ambulance for FY24.  FISCAL IMPACT This ambulance will be purchased in FY24 contingent on approval of the FY24 budget. The total amount for this ambulance will not exceed $275,000.  Staff will return for approval of the funds once the budget is approved.    RECOMMENDATION Staff recommends approval of Resolution No. 22-R-79 Attachments Resolution 22-R-79  LOI  Quote  RESOLUTION NO. 22-R-79 A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING THE CITY MANAGER TO S I G N A L E T T E R O F I N T E N T (LO I) W I T H S T E R L I N G M C C A L L F O R D FOR THE PURCHASE OF ONE (1) NEW AMBULANCE FOR FISCAL YEAR 2023/2024 AND OTHER MATTERS IN CONNECTION THEREWITH WHEREAS, the Schertz EMS Department has chosen S t erlin g M c Cal l F or d a nd Fra z e r , a HGACBuy Purchasing Cooperative vendor, for the purchase of one (1) Ford Ambulance; and WHEREAS, the total cost of one ambulance will be no more than $275,000; and WHEREAS, this purchase will be funded with budgeted operating costs from the FY24 approved budget. WHEREAS, HGACBuy Purchasing Cooperative is a national online purchasing cooperative, developed to comply with state laws which require government entities to make purchases through a competitive procurement process; and WHEREAS, HGACBuy Purchasing Cooperative gives public entities the advantage of leveraging the cooperative’s ability to obtain bulk discounts, combined with the ease of online, web-based shopping and ordering; and WHEREAS, purchases under the cooperative programs meet the requirements under the Texas Local Government Purchasing Code rule for cooperative purchases as adopted by the City of Schertz Resolution 11-R-41 on August 30, 2011 amending the City’s purchasing policy; therefore, THAT : BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS Section 1. The City Council hereby authorizes the City Manager to sign a Letter of Intent (LOI) with Sterling McCall Ford attached in Exhibit A for one ambulance not to exceed $275,000. Section 2. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a part of the judgment and findings of the City Council. Section 3. All resolutions, or parts thereof, which are in conflict or inconsistent with any provision of this Resolution are hereby repealed to the extent of such conflict, and the provisions of this Resolution shall be and remain controlling as to the matters resolved herein. Section 4. This Resolution shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 5. If any provision of this Resolution or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Resolution and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City Council hereby declares that this Resolution would have been enacted without such invalid provision. Section 6. It is officially found, determined, and declared that the meeting at which this Resolution is adopted was open to the public and public notice of the time, place, and subject matter of the public business to be considered at such meeting, including this Resolution, was given, all as required by Chapter 551, Texas Government Code, as amended. Section 7.This Resolution shall be in force and effect from and after its final passage, and it is so resolved. PASSED AND ADOPTED, this 9th day of August 2022. CITY OF SCHERTZ, TEXAS Ralph Gutierrez, Mayor ATTEST: Brenda Dennis, City Secretary (CITY SEAL) Mark Browne City Manager This LETTER OF INTENT made this 10th day of August between Sterling McCall Ford having a place of business located at 6445 Southwest Freeway Houston, TX 77074(“Vendor”) and City of Schertz EMS having a place of business at 1400 Schertz Pkwy, Bldg 7 Schertz TX 78154 US (“Customer”). WHEREAS, Vendor desires to sell and Customer desires to purchase certain products, and/or services more specifically described in Quote 2756-0001 dated July 8th, 2022 for the total amount of $269,216.00 (hereafter “Products”), NOW THEREFORE, the parties hereto, for good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, do hereby agree as follows: 1.Vendor agrees to sell and customer pick up, and Customer shall purchase from Vendor, the Products for the prices as set forth in detail on Quote 2756-0001. 2.The sale of the Products is governed by the terms and conditions set forth on Exhibit A, which is attached hereto and made a part hereof. 3.The Term of this Agreement shall commence on August 10th, 2022 and expire 1 year from execution date. 4.If the parties have entered into any additional covenants, promises, terms and conditions not otherwise specified herein or in any schedule or Exhibit hereto, said special provisions shall be set forth in Exhibit A. If there shall be any conflict within the provisions of this Agreement, the following order of priority shall apply: this LETTER OF INTENT, Exhibit A, Customer’s purchase order, Vendor’s invoice. IN WITNESS WHEREOF, the undersigned have executed and delivered this Agreement as of the day and year first above written. Customer Department Name Sign: Print: Title: Date: 1400 Schertz Parkway Schertz, Texas 78154 210.619.1020 schertz.com Mark Browne City Manager EXHIBIT A Standard Terms and Conditions INVOICING AND PAYMENT TERMS: Vendor shall submit one (1) original invoice per payment due. The invoice(s) shall include the items listed in accordance with the quote mentioned in the Sale Agreement with reference to the Customer’s Purchase Order Number. If the Sale Agreement provides for any progress (or advance) payments based on specific milestones or activities, Vendor’s invoice shall certify to the accomplishment or performance by Vendor of said milestone or activity, and that Customer has obtained a security interest in such Products to the extent of such payment. Payment shall be due upon receipt of the invoice and delivery of the unit to the Customer unless previously negotiated. CANCELLATION POLICY: Cancellation of orders must be received 120 days prior to the agreed upon delivery date. If the order is cancelled within the 120 day window, a fee of 25% of the total purchase order price will apply. DELIVERY TERMS: The products listed in the estimate are to be delivered Free On Board (FOB) Destination to Houston,TX. Customer representative(s) will pick up the unit at upfitter location, 7219 Rampart St., Houston, TX 77081 and transport it to their final destination at customer expense unless otherwise specified in the Vendor quote. TERMINATION FOR CAUSE: Customer may terminate this Sale Agreement and any corresponding Purchase Order, or any part thereof, for cause including, but not limited to the following Vendor actions: (1) any default or breach of any of the terms and conditions of the Sale Agreement, (2) failure to provide Customer, upon request, a reasonable assurance of future performance, or (3) bankruptcy, dissolution, or suspension of payments by judicial decree. If Vendor does not cure such failure within a period of five (5) days or such a longer period as Customer may authorize in writing after the date such notice is sent to Vendor, then termination may proceed. Vendor may also terminate this Sale Agreement and any corresponding Purchase Order for cause, and Vendor will not be in breach of same, in the event any supplier to Vendor fails to deliver Products and/or component parts in a timely fashion and Vendor cannot make alternate accommodations in order to comply with the Parties’ agreed upon completion and delivery dates. CHANGE ORDERS: Vendor has the right to modify the Purchase Order requirements and conditions as needed and will advise Customer in writing of such requested changes. Vendor shall not proceed with any changes without Customer’s written authorization. Any request by Customer to change the terms or conditions of the Purchase Order, including product specifications, options, and price, must be made in advance of the production job order release. Any changes made after the release of the production job order will incur a $350 fee per change order made in a 24 hour period and will be included on a secondary invoice. Vendor reserves the right to refuse changes requested by the Customer. PROPRIETARY INFORMATION, CONFIDENTIALITY AND ADVERTISING: All commercial, financial or technical information in any form that Vendor provides to Customer shall be deemed proprietary and confidential and Customer shall not disclose such information to third parties 1400 Schertz Parkway Schertz, Texas 78154 210.619.1020 schertz.com Mark Browne City Manager without Vendor’s written consent. Termination of the Sale Agreement shall not relieve Customer of this confidentiality obligation. Upon Vendor’s request, Customer shall return all confidential information to Vendor along with any reproductions, in whole or in part. The confidentiality obligation does not apply to information that is in the public domain through no fault of Customer or to information lawfully within Customer’s possession prior to the date of the Purchase Order, as evidenced by Customer’s written records. INDEMNIFICATION: Customer shall fully release, indemnify, defend and hold harmless Vendor, its co-venturers, its contractors, and their respective affiliates, and Vendor’s and their respective directors, officers and employees (including agency personnel) (“Vendor Group”) from and against any and all claims arising out of the Customer’s purchase, use, sale or incorporation of any Products purchased from Vendor into Customer’s products or equipment wherein it is claimed or alleged that Vendor’s Products are defective or violate any warranty, standard of care, industry standard or governmental regulation or term or condition of any Purchase Order without regard to any allegation of negligence on the part of the Vendor Group as it pertains to Vendor’s Products. Vendor shall fully release, indemnify, defend and hold harmless Customer, its co-venturers, its contractors, and their respective affiliates, and the Customer’s and their respective directors, officers and employees (including agency personnel) (“Customer Group”) from and against any and all claims arising out of the Customer’s purchase, use, sale or incorporation of any Products purchased from Vendor into Customer’s products or equipment wherein it is claimed or alleged that Vendor’s Products are defective or violate any warranty, standard of care, industry standard or governmental regulation or term or condition of any Purchase Order without regard to any allegation of negligence on the part of the Customer Group as it pertains to Vendor’s Products. Customer Initials: _________ LIMITATIONS ON DAMAGES: In the event of any dispute, disagreement or breach alleged by Customer on the part of Vendor, Customer’s exclusive and sole remedy shall be repair or replacement, if practical, of the module, or component part, by Vendor. If Vendor is not able to effectuate a repair, replacement, or cure that brings the module, or component part, into compliance with the Parties’ agreement, then Vendor shall refund the sale price to Customer. In no event shall Vendor be liable to Customer, or to any third-party acting through Customer, for any additional, consequential or punitive damages, or damages for lost sales, revenue or profits claimed by Customer or any third-party acting through Customer. FORCE MAJEURE: A force majeure delay shall mean any delay or other unforeseeable causes beyond the reasonable control of the party affected, provided that any such delay is not caused, in whole or in part, by the acts or omissions of the party so delayed and further provided that such party is unable to make up for such delay with reasonable diligence and speed. If any such cause delays Vendor’s performance, the delivery date or time for completion may be extended by a period of time reasonably necessary to overcome the effect of such delay; however, Vendor shall take all reasonable measures to mitigate the effects of the force majeure event and to minimize such delay. A party affected by a force majeure event shall notify the other party of such force majeure event within forty-eight (48) hours of its knowledge of such event for the event to be considered a bona fide force majeure event. 1400 Schertz Parkway Schertz, Texas 78154 210.619.1020 schertz.com Mark Browne City Manager TITLE AND RISK OF LOSS: Title to the Products shall transfer to Customer upon receipt of Products by Customer or its agent unless otherwise stated in the Sale Agreement. Notwithstanding the above, risk of loss of the Products shall remain with Vendor until delivered to Customer. WAIVER: Vendor’s failure to exercise or enforce any right in the Purchase Order, or any other right or privilege under law, or Vendor’s waiver of any breach by Customer shall not constitute a waiver or modification of any terms, conditions, privileges or rights whether of the same or similar type, unless Vendor gives such waiver in writing. LIENS: Vendor waives and relinquishes all existing and future liens and claims (statutory or otherwise) for the Products specified in the Purchase Order, and warrants that the Products will be free and clear of all liens, claims or encumbrances of any kind. INSPECTION, REVIEW AND WITNESSING: Customer and/or the ultimate owner of the Products have the right to inspect and attend testing of the Products at Vendor’s premises (or its supplier’s or subcontractor’s premises) with reasonable advance notice. If any inspection is made on the premises of Vendor or its supplier, Vendor, without additional charge, shall provide all reasonable facilities and assistance for the safety and convenience of the inspectors in the performance of their duties. APPLICABLE LAW AND VENUE: The Sale Agreement shall be governed and interpreted in accordance with the laws of the State of Texas, without reference to any principle of conflict of laws. Customer and Vendor expressly exclude the application of the Convention on International Sale of Goods to the Sale Agreement. Venue for all judicial, administrative, or regulatory proceedings shall be Houston, Harris County, Texas. OWNERSHIP OF DOCUMENTS: Title to all drawings, specifications, calculations, technical data and other documents that Customer submits in accordance with the Purchase Order shall vest with Vendor. Vendor shall have the right to use such documents for any purpose pertaining to the manufacture, assembly, and delivery of the Products. Title to all drawings, specifications, calculations, technical data, and other documents that Vendor submits to the Customer shall vest with the Customer. Customer shall have the right to use such documents for any purpose pertaining to the installation, operation, and maintenance of the Products. INSURANCE: Vendor shall comply with the project insurance requirements for which the Products are being provided. Customer shall provide specific reasonable levels required as soon as such levels are available, which shall not exceed $1,000,000 for any non-statutory category other than excess liability umbrella, which shall not exceed $4,000,000. When requested by Customer, Vendor shall provide certificates of insurance as proof of same. SURVIVAL: The provisions of the following Paragraphs of these Terms and Conditions shall survive any cancellation or termination of the Purchase Order: (Proprietary Information, Confidentiality and Advertising), (Indemnification), (Liens), and (Applicable Law and Venue). 1400 Schertz Parkway Schertz, Texas 78154 210.619.1020 schertz.com Customer Quote 7/8/2022 9:30:41 AM Estimate No:Q2756-0001 Quote Date:7/8/2022 Expiration Date:8/22/2022 Salesperson:KS Payment Terms:Due on Delivery Invoice To: 11338 Deliver To: Jason Mabbitt City of Schertz EMS 1400 Schertz Pkwy, Bldg 7 Schertz TX 78154 US Jason Mabbitt City of Schertz EMS 1400 Schertz Pkwy, Bldg 7 Schertz TX 78154 US Phone:210-619-1400 Order Instructions: *Chassis only must be paid for at time of arrival to dealership. Balance will be invoiced 30 days prior to unit completion and will be due at time of delivery.* *All customer provided items will need to be at Frazer prior to your unit starting production. Our inside team will send reminders for these dates.* No.Item Qty U/M:Unit Price Net Amount 1 MODULE 1.00 EA $216,216.00 $216,216.00 Type I 12' XT Module 2 CHASSIS 1.00 EA $52,000.00 $52,000.00 2023 Ford F-450 Gas *Estimated chassis price may change at the discretion of the chassis manufacturer* 3 DELIVERY 1.00 M $0.00 $0.00 Customer Pick Up-Frazer FOB 4 HGAC-NEW 1.00 EA $1,000.00 $1,000.00 Contract No. AM10-20 5 SpecDoc 1.00 EA $0.00 $0.00 Configurable item to create the SpecDoc Frazer will accept returns on parts up to 180 days after shipment. No restocking fee will be charged if the item is returned within 90 days of the original invoice date. All parts returns should be shipped back freight prepaid and require prior approval with a “Returns Material Authorization” (RMA) clearly displayed on the exterior of the shipping package. A credit will be issued towards the customer's account within approximately 7 business days of receipt of the item. If a part is returned after 90 days of the original invoice date a 15% restocking fee will be applied. Frazer Ltd reserves the right to accept returned items at its sole discretion based upon the condition of the item to be placed back into stock. : Prod ksalsman Frazer, Ltd.Page of 1 2 Customer Quote 7/8/2022 9:30:41 AM Estimate No:Q2756-0001 Quote Date:7/8/2022 Expiration Date:8/22/2022 Salesperson:KS Payment Terms:Due on Delivery Order Instructions: No.Item Qty U/M:Unit Price Net Amount Sale Amount: Order Disc( 0.0000%): Surcharge: Sales Tax: Misc Charges: Total Amount: 269,216.00 0.00 N/A 0.00 0.00 269,216.00 Frazer will accept returns on parts up to 180 days after shipment. No restocking fee will be charged if the item is returned within 90 days of the original invoice date. All parts returns should be shipped back freight prepaid and require prior approval with a “Returns Material Authorization” (RMA) clearly displayed on the exterior of the shipping package. A credit will be issued towards the customer's account within approximately 7 business days of receipt of the item. If a part is returned after 90 days of the original invoice date a 15% restocking fee will be applied. Frazer Ltd reserves the right to accept returned items at its sole discretion based upon the condition of the item to be placed back into stock. : Prod ksalsman Frazer, Ltd.Page of 2 2 Page 1 of 11 For your convenience, all pricing has been itemized below per quote Q2756-0001 for City of Schertz EMS Base Module $126,516.00 Chassis Exterior $25,925.00 Module Exterior $38,775.00 Chassis Interior $8,600.00 Module Interior $16,400.00 Total $216,216.00 Items included in above totals: 1.Type I 12' XT Module $incl 2.This is a CAAS Unit $incl Chassis Exterior: 3.Chassis Paint Layout: Paint All Two Tone - FLNA 92772 and FLNA 10707 $6,500.00 4.Chassis : 2023 Ford F-450, Gas, 4x2, Regular Cab, 84" Cab to Axle, Ford White (FA90:YO) $incl 5.Suspension: LiquidSpring $13,550.00 6.Wheel type: Factory Steel $incl 7.Dual Dynamics Valve Stem Extender with Equalization and Pressure Indicator $325.00 8.Road Force Elite tire and wheel balancing $incl 9.Chassis Steps: ArcRite with Sure Grip $1,175.00 10.Grille Guard: Full Replacement Bumper $1,525.00 11.Siren Amplifier: Howler $1,475.00 12.Window Tint (35% VLT) on Chassis Doors $325.00 13.Passenger's side Grille Light: Whelen M6 Red Light $75.00 14.Driver's side Grille Light: Whelen M6 Blue Light $75.00 15.Passenger's side Intersect Light: Whelen M6 Blue Light $75.00 16.Driver's side Intersect Light: Whelen M6 Red Light $75.00 17.Additional Grille Guard Driver Side Light: Whelen M4 Red/Blue Light $375.00 18.Additional Grille Guard Passenger Side Light: Whelen M4 Blue/Red Light $375.00 Chassis Exterior Subtotal $25,925.00 Module Exterior: 19.Power Source: Onan 5.5kW Generator $11,000.00 20.Module Paint Layout: Two Tone - FLNA 92772 and FLNA 10707 $3,475.00 21.SuperTherm Coating on Module Roof $1,175.00 22.Rear Wall 3M Conspicuity Layout - Chevron : Yellow Base Color and Blue - $1,750.00 Page 2 of 11 Reflective Overlay 23.Conspicuity on Rear Entry Door Windows Matching the Rear Wall $200.00 24.Entry Door Conspicuity Layout - Squares : White Base Color $375.00 25.Conspicuity Strips on Compartments Matching the Rear Wall $325.00 26.Frazer Provided Graphics $3,000.00 27.Body Drop on the Passenger's Side Forward of Rear Wheels $incl 28.Hidden Switch Behind the Driver's Side Rear Bumper End Cap $250.00 29.Dri-Deck in Applicable Exterior Compartments $325.00 30.Ground Lights: Perimeter of Module and Under Chassis Steps $3,475.00 31.Shore Power: Dual 20/30 Amp Kussmaul Auto Eject w/ Yellow covers on Rear Wall $675.00 32.Pigtail/Plug Option: Pigtail $incl 33.Coax 1: Run coax from location 1 to Chassis $incl 34.Coax 2: Run coax from location 2 to Electrical Compartment terminated to Sierra Wireless Antenna $incl 35.Coax 3: Run coax from location 3 to Electrical Compartment terminated to UHF Antenna $incl 36.Coax 4: Run coax from location 4 to Electrical Compartment terminated to VHF Antenna $incl 37.UNOC #2212 - Furnish and install Green LED indicator light above each shore power outlet $225.00 38.UNOC #811 - Install customer provided Sierra Wireless modem in the electrical compartment, battery hot, with antenna on module roof at location #2 $250.00 39.Front Scene: Whelen Pioneer Plus Dual Panel LED (Surface)$2,200.00 40.Front Wall Light Layout: Lower 5 Lights $incl 41.Front Wall Light #1: Whelen M6 Blue Light $incl 42.Front Wall Light #2: Whelen M6 Red Light $incl 43.Front Wall Light #3: Whelen M6 Clear Light $incl 44.Front Wall Light #4: Whelen M6 Red Light $incl 45.Front Wall Light #5: Whelen M6 Blue Light $incl 46.Front Wall Driver Side Box Light: Whelen M9 Red Light $150.00 47.Front Wall Passenger Box Light: Whelen M9 Red Light $150.00 48.Driver Wall Front Box Light: Whelen M9 Red Light $150.00 49.Driver Wall Rear Box Light: Whelen M9 Red Light $150.00 50.Driver Wheel Well Light: Whelen M6 Blue Light $incl 51.Scene Light Option: Whelen Pioneer Plus Dual Panel LED (Surface)$3,250.00 Page 3 of 11 52.O2 Compartment Style: Laydown O2 with Divider and Adjustable Shelf $225.00 53.O2 Rollers for an H Cylinder $incl 54.O2 Cylinder Changing Wrench $100.00 55.Electrical Compartment Style: Standard Electrical Compartment $incl 56.Lower Storage Style: Standard Lower Storage $incl 57.Compartment Above Wheel Well Style: Standard Compartment Above Wheel Well $incl 58.Dometic Self-Contained A/C with Exhaust Fan $incl 59.Rear Storage Compartment Style: Rear Storage with divider and shelf with I/O access $575.00 60.Module Window Option: Sliding Window $incl 61.Upper Rear Wall Light Layout: 3 Across $incl 62.Upper Light #1: Whelen M6 Load Light $incl 63.Upper Light #2: Whelen M6 Amber Light $incl 64.Upper Light #3: Whelen M6 Load Light $incl 65.Lower Light #1: Whelen M6 Brake/Tail/Turn Red Light $incl 66.Lower Light #2: Whelen M6 Brake/Tail/Turn Red Light $incl 67.Lower Light #3: Whelen M6 Red/Amber Light $100.00 68.Lower Light #4: Whelen M6 Red/Amber Light $100.00 69.Rear Wall Driver Box Light: Whelen M9 Red Light $150.00 70.Rear Wall Passenger Box Light: Whelen M9 Red Light $150.00 71.Rear Backboard: 5" Compartment Shelf $250.00 72.Lower BTTs: 2 M6 Lights on each side $825.00 73.Rear Bumper $incl 74.Door Grabbers $incl 75.License Plate Light $incl 76.Passenger Wall Front Box Light: Whelen M9 Red Light $150.00 77.Passenger Wall Rear Box Light: Whelen M9 Red Light $150.00 78.Passenger Wheel Well Light: Whelen M6 Blue Light $incl 79.Passenger Scene Light Activated with Side Entry Door $350.00 80.Interior Step Option: Double Step Well $incl 81.Passenger Rear Compartment Style: Onan Genset Compartment $incl 82.Door Locks on Entry Doors and Compartments $3,100.00 Module Exterior Subtotal $38,775.00 Page 4 of 11 Chassis Interior: 83.Siren Speakers: Whelen SA 315 Speakers $incl 84.Tap-2 on Primary Siren $incl 85.Siren Option: Whelen C9 Siren in Console $incl 86.Mic 1 shipped loose $incl 87.HAAS Alert System: HAAS Alert Responder to Vehicle - 3 Year Sub $incl 88.Slot 1: Single Slot Switch Panel $incl 89.Slot 2: Radio Plate: 7.5 L X 2.5 W opening dims $incl 90.Slot 3: Siren 1 $incl 91.Slot 4: Single Blank $incl 92.Console Switch Layout : Primary - Secondary - Howler - Front Scene - Side Scene (Driver's Side) - Side Scene (Passenger's Side) - Rear Load - Interior Lights - Start/Stop Genset - $incl 93.New Armrest $250.00 94.Console Layout: 4-Slot Console $incl 95.Front Base of Console: 120VAC $600.00 96.Floor in Front of Console: Gamber Johnson Heavy Dual Cup Holder $200.00 97.Front of Console: 12VDC wired Battery hot with Medical Diode $300.00 98.Rear of Console: Single Mapholder $250.00 99.Chassis Rear Wall: 3 High Glove Box Holder $250.00 100.Back-up warning system with speaker installed inside the console $1,100.00 101.Secure-Idle Anti-Theft System $725.00 102.Aftermarket Vinyl Seats $950.00 103.UNOC #1094 - Install customer provided Digital Ally DVM 250 monitor built into rear view mirror/DVR, with forward-facing, driver-facing, and back-up cameras $1,575.00 104.UNOC #297 - Install customer provided radio equipment: - Motorola APX 7500 multi-band radio base in electrical compartment; wired battery hot - Multi-band antenna on module roof, location #3 - Radio head in console slot 2 - Mic on D/S of console slot 2 - Speaker on rear of map holder on rear of console, facing up $675.00 105.UNOC #1655 - Furnish and install Havis telescoping pole mount with motion adapter and swivel on P/S front of console (see pics in unit folder) $1,000.00 Page 5 of 11 106.UNOC #796 - Install customer provided CAD mount on motion adapter attached to the telescoping pole mount, with Lind power supply inside the console; battery hot $400.00 107.UNOC #86 - Install (1) customer provided Streamlight Stinger flashlight and charger on driver's side of console slot 1; battery hot $100.00 108.UNOC #332 - Furnish and install Kussmaul dual USB on console switch panel $225.00 Chassis Interior Subtotal $8,600.00 Module Interior: 109.Protek Cushions $incl 110.Gunmetal Grey Interior $incl 111.Stainless Steel Countertops $incl 112.Safety Yellow Powdercoated Grab Rails $200.00 113.Front I/O with Lexan Doors $incl 114.2 High "D" Cylinder Holder in the Front I/O Facing the Rear Wall $200.00 115.Duplex Outlet in the Front I/O $incl 116.Map Holder on Side of Front I/O $200.00 117.Module Heater : New $1,000.00 118.Duplex Outlet on the Front Wall $incl 119.Customer Provided Medvault $525.00 120.Netting at the Front Corner Area $incl 121.UNOC #1778 - Install customer provided Engel 15-qt fridge with slide lock and spacer in standard location $200.00 122.Location 1: 4 Switch w/Thermostat $incl 123.Location 2: Single O2 Outlet $incl 124.Location 3: 12VDC wired Battery hot with Medical Diode $300.00 125.Location 4: Dual USB receptacles $250.00 126.Location 6: Blank $incl 127.Location 7: Blank $incl 128.Location 8: Quad 120 VAC $incl 129.Location 9: Suction $incl 130.Action Wall Switch Layout : Interior Lights; Dimmer; Ventilation Fan; Module Heater - Hi/Off/Low; $incl 131.Sharps Container at Action Wall $incl 132.Acrylic Holder at the Action Wall Cabinet $incl 133.New 6pt Harness at the CPR Seat $600.00 Page 6 of 11 134.Acrylic Holder Aft CPR Seat $incl 135.Rear Door Switch Layout : Acknowledge; Blank; Dump/Bypass (Suspension); Rear Load; $incl 136.UNOC #520 - Furnish and install (1) Perko clip on bottom right corner of AC vent plate and (1) on P/S of rear wall toward head knocker $100.00 137.UNOC #726 - Furnish and install 12" grab bar/IV pump bar on bottom of action wall cabinet, as far toward rear of unit and as close to the aisle as possible $225.00 138.Two Seating Positions at the Squad Bench - 2 and 3 $incl 139.Harness Type for Seat Position 2: New 6pt Harness $600.00 140.Harness Type for Seat Position 3: New 6pt Harness $600.00 141.Acrylic Holder and Sharps at Squad Bench $925.00 142.Double Squad Bench Cabinet $725.00 143.New Glove Box & Handrail at the Head of the Squad Bench $325.00 144.Trashcan With Lid at the Head of the Squad Bench $incl 145.O2 Outlet at the Squad Bench Wall $incl 146.Install Evergreen UV-C air and surface disinfection lamp in ceiling raceway with control unit in electrical compartment $5,225.00 147.IV Hanger on Ceiling Raceway $incl 148.Overhead Grabrails on Both Sides $250.00 149.IV Hanger on Squad Bench Ceiling $incl 150.Head knocker options: With Clock only $525.00 151.Stryker cot tower only ( no antler and bar ) $incl 152.Floor Options: Customer Provided Stryker Power-LOAD $1,925.00 153.Loncoin II Onyx Floor $incl 154.Captain's Chair Type: Captain's Chair with Child Safety Seat and 4pt. Harness $825.00 155.Customer Provided Items Processing Fee $675.00 Module Interior Subtotal $16,400.00 156.Temporary Supply Chain Surcharge $14,616.00 Page 7 of 11 Email this quote along with your PO to Kalyn Salsman at ksalsman@frazerbilt.com Remit To: Per TMVCC, we are quoting this through our licensed franchise dealer, Sterling McCall Ford. Sterling McCall Ford 6445 Southwest Freeway Houston TX 77074 Standard Terms and Conditions INVOICING AND PAYMENT TERMS: Vendor shall submit one (1) original invoice per payment due. The invoice(s) shall include the items listed in accordance with the quote mentioned in the Sale Agreement with reference to the Customer’s Purchase Order Number. If the Sale Agreement provides for any progress (or advance) payments based on specific milestones or activities, Vendor’s invoice shall certify to the accomplishment or performance by Vendor of said milestone or activity, and that Customer has obtained a security interest in such Products to the extent of such payment. Payment shall be due upon receipt of the invoice and delivery of the unit to the Customer unless previously negotiated. CANCELLATION POLICY: Cancellation of orders must be received 120 days prior to the agreed upon delivery date. If the order is cancelled within the 120 day window, a fee of 25% of the total purchase order price will apply. DELIVERY TERMS: The products listed in the estimate are to be delivered Free On Board (FOB) Destination to Houston,TX. Customer representative(s) will pick up the unit at upfitter location, 7219 Rampart St., Houston, TX 77081 and transport it to their final destination at customer expense unless otherwise specified in the Vendor quote. Page 8 of 11 TERMINATION FOR CAUSE: Customer may terminate this Sale Agreement and any corresponding Purchase Order, or any part thereof, for cause including, but not limited to the following Vendor actions: (1) any default or breach of any of the terms and conditions of the Sale Agreement, (2) failure to provide Customer, upon request, a reasonable assurance of future performance, or (3) bankruptcy, dissolution, or suspension of payments by judicial decree. If Vendor does not cure such failure within a period of five (5) days or such a longer period as Customer may authorize in writing after the date such notice is sent to Vendor, then termination may proceed. Vendor may also terminate this Sale Agreement and any corresponding Purchase Order for cause, and Vendor will not be in breach of same, in the event any supplier to Vendor fails to deliver Products and/or component parts in a timely fashion and Vendor cannot make alternate accommodations in order to comply with the Parties’ agreed upon completion and delivery dates. CHANGE ORDERS: Vendor has the right to modify the Purchase Order requirements and conditions as needed and will advise Customer in writing of such requested changes. Vendor shall not proceed with any changes without Customer’s written authorization. Any request by Customer to change the terms or conditions of the Purchase Order, including product specifications, options, and price, must be made in advance of the production job order release. Any changes made after the release of the production job order will incur a $350 fee per change order made in a 24 hour period and will be included on a secondary invoice. Vendor reserves the right to refuse changes requested by the Customer. PROPRIETARY INFORMATION, CONFIDENTIALITY AND ADVERTISING: All commercial, financial or technical information in any form that Vendor provides to Customer shall be deemed proprietary and confidential and Customer shall not disclose such information to third parties without Vendor’s written consent. Termination of the Sale Agreement shall not relieve Customer of this confidentiality obligation. Upon Vendor’s request, Customer shall return all confidential information to Vendor along with any reproductions, in whole or in part. The confidentiality obligation does not apply to information that is in the public domain through no fault of Customer or to information lawfully within Customer’s possession prior to the date of the Purchase Order, as evidenced by Customer’s written records. INDEMNIFICATION: Customer shall fully release, indemnify, defend and hold harmless Vendor, its co- venturers, its contractors, and their respective affiliates, and Vendor’s and their respective directors, officers and employees (including agency personnel) (“Vendor Group”) from and against any and all claims arising out of the Customer’s purchase, use, sale or incorporation of any Products purchased from Vendor into Customer’s products or equipment wherein it is claimed or alleged that Vendor’s Products are defective or violate any warranty, standard of care, industry standard or governmental regulation or term or condition of any Purchase Page 9 of 11 Order without regard to any allegation of negligence on the part of the Vendor Group as it pertains to Vendor’s Products. Vendor shall fully release, indemnify, defend and hold harmless Customer, its co-venturers, its contractors, and their respective affiliates, and the Customer’s and their respective directors, officers and employees (including agency personnel) (“Customer Group”) from and against any and all claims arising out of the Customer’s purchase, use, sale or incorporation of any Products purchased from Vendor into Customer’s products or equipment wherein it is claimed or alleged that Vendor’s Products are defective or violate any warranty, standard of care, industry standard or governmental regulation or term or condition of any Purchase Order without regard to any allegation of negligence on the part of the Customer Group as it pertains to Vendor’s Products. Customer Initials: _________ LIMITATIONS ON DAMAGES: In the event of any dispute, disagreement or breach alleged by Customer on the part of Vendor, Customer’s exclusive and sole remedy shall be repair or replacement, if practical, of the module, or component part, by Vendor. If Vendor is not able to effectuate a repair, replacement, or cure that brings the module, or component part, into compliance with the Parties’ agreement, then Vendor shall refund the sale price to Customer. In no event shall Vendor be liable to Customer, or to any third-party acting through Customer, for any additional, consequential or punitive damages, or damages for lost sales, revenue or profits claimed by Customer or any third-party acting through Customer. FORCE MAJEURE: A force majeure delay shall mean any delay or other unforeseeable causes beyond the reasonable control of the party affected, provided that any such delay is not caused, in whole or in part, by the acts or omissions of the party so delayed and further provided that such party is unable to make up for such delay with reasonable diligence and speed. If any such cause delays Vendor’s performance, the delivery date or time for completion may be extended by a period of time reasonably necessary to overcome the effect of such delay; however, Vendor shall take all reasonable measures to mitigate the effects of the force majeure event and to minimize such delay. A party affected by a force majeure event shall notify the other party of such force majeure event within forty-eight (48) hours of its knowledge of such event for the event to be considered a bona fide force majeure event. TITLE AND RISK OF LOSS: Title to the Products shall transfer to Customer upon receipt of Products by Customer or its agent unless otherwise stated in the Sale Agreement. Notwithstanding the above, risk of loss of the Products shall remain with Vendor until delivered to Customer. Page 10 of 11 WAIVER: Vendor’s failure to exercise or enforce any right in the Purchase Order, or any other right or privilege under law, or Vendor’s waiver of any breach by Customer shall not constitute a waiver or modification of any terms, conditions, privileges or rights whether of the same or similar type, unless Vendor gives such waiver in writing. LIENS: Vendor waives and relinquishes all existing and future liens and claims (statutory or otherwise) for the Products specified in the Purchase Order, and warrants that the Products will be free and clear of all liens, claims or encumbrances of any kind. INSPECTION, REVIEW AND WITNESSING: Customer and/or the ultimate owner of the Products have the right to inspect and attend testing of the Products at Vendor’s premises (or its supplier’s or subcontractor’s premises) with reasonable advance notice. If any inspection is made on the premises of Vendor or its supplier, Vendor, without additional charge, shall provide all reasonable facilities and assistance for the safety and convenience of the inspectors in the performance of their duties. APPLICABLE LAW AND VENUE: The Sale Agreement shall be governed and interpreted in accordance with the laws of the State of Texas, without reference to any principle of conflict of laws. Customer and Vendor expressly exclude the application of the Convention on International Sale of Goods to the Sale Agreement. Venue for all judicial, administrative, or regulatory proceedings shall be Houston, Harris County, Texas. OWNERSHIP OF DOCUMENTS: Title to all drawings, specifications, calculations, technical data and other documents that Customer submits in accordance with the Purchase Order shall vest with Vendor. Vendor shall have the right to use such documents for any purpose pertaining to the manufacture, assembly, and delivery of the Products. Title to all drawings, specifications, calculations, technical data, and other documents that Vendor submits to the Customer shall vest with the Customer. Customer shall have the right to use such documents for any purpose pertaining to the installation, operation, and maintenance of the Products. INSURANCE: Vendor shall comply with the project insurance requirements for which the Products are being provided. Customer shall provide specific reasonable levels required as soon as such levels are available, which shall not exceed $1,000,000 for any non-statutory category other than excess liability umbrella, which shall not exceed $4,000,000. When requested by Customer, Vendor shall provide certificates of insurance as proof of same. Page 11 of 11 SURVIVAL: The provisions of the following Paragraphs of these Terms and Conditions shall survive any cancellation or termination of the Purchase Order: (Proprietary Information, Confidentiality and Advertising), (Indemnification), (Liens), and (Applicable Law and Venue). Agenda No. 6.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Engineering Subject:Resolution No. 22-R-75 – Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing a contract with Pesado Construction Co., Inc. relating to the Corbett Ground Storage Tank Project and authorizing the budget expenditures for the project. (B. James/K. Woodlee/J. Shortess) BACKGROUND The Corbett Elevated Storage Tank serves approximately 2,300 water connections (a population of approximately 5,800). The addition of the proposed 3.0 million gallon Corbett Ground Storage Tank will provide critical storage and redundancy at the Corbett Tank Site in order to provide water to customers on a daily basis and to a larger portion of the City in an emergency situation.  The Corbett Tank Site is one of two SSLGC connection points which provide continual water flow to the southern water zone. In addition to the construction of a new ground storage tank, a pump station will be installed to feed the southern water zone through the existing elevated tank on site and to pump water to the Live Oak Tank Site. A generator will be added which will allow all of the pumps to operate during an electrical outage as experienced during the severe Winter Storm in Texas during February 12-19, 2021. Bids for the Corbett Ground Storage Tank Project were opened on June 2, 2022.  Five bids were received.  Of the five bids, the lowest bid was from Pesado Construction Co., Inc.  Staff has reviewed the bids and supporting documentation and determined that the bid from Pesado Construction Co., Inc. is acceptable.   GOAL To obtain authorization from Council to execute a contract with Pesado Construction Co, Inc. for $7,028,017.00 plus $702,801.70 (10% contingency) for a not to exceed amount of $7,730,818.70, for the Corbett Ground Storage Tank Project.     COMMUNITY BENEFIT The proposed 3.0 million gallon Corbett Ground Storage Tank will provide critical storage and redundancy at the Corbett Tank Site in order to provide water to customers on a daily basis and to a larger portion of the City in an emergency situation.  SUMMARY OF RECOMMENDED ACTION Authorize execution of the construction contract for the Corbett Ground Storage Tank Project with Pesado Construction Co, Inc. for $7,028,017.00 and a not to exceed amount of $7,730,818.70. FISCAL IMPACT The cost of the project shall not exceed $7,730,818.70. Funding is available from Water Capital Recovery Fees and Federal Community Project Funding (CPF) as approved in the Fiscal Year 2022 Omnibus legislation signed into law on March 15, 2022. The awarded CPF funding totals $3,500,000 and the balance of the contract value, $4,230,818.70, will be paid from Water Capital Recovery Fees.  As of June 30, 2022 the Water Capital Recovery Fund had $8.9 million available for this project.   RECOMMENDATION Staff recommends Council approve Resolution 22-R-75 and authorize award of the contract for the Corbett Ground Storage Tank Project to Pesado Construction Co, Inc. for $7,028,017.00 and a not to exceed amount of $7,730,818.70. Attachments 22-R-75  Site Plan  Bill Signing Letter  2022-004 Bid Log  Recommendation for Award  Pesado Construction Co, Inc.  Agreement  RESOLUTION NO. 22-R-75 A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING A CONTRACT WITH PESADO CONSTRUCTION CO, INC. RELATING TO THE CORBETT GROUND STORAGE TANK PROJECT AND AUTHORIZING THE BUDGET EXPENDITURES FOR THE PROJECT WHEREAS, The City staff of the City of Schertz (the “City”) has recommended that the City accept the bid from Pesado Construction Co, Inc. relating to the Corbett Ground Storage Tank Project and approve the project expenditures; and WHEREAS, City staff has received qualifications indicating that Pesado Construction Co, Inc. is qualified to provide such services for the City; and WHEREAS, the project will be funded from Water Capital Recovery Fees and Community Project Funding (CPF) as approved in the Fiscal Year 2022 Omnibus legislation signed into law on March 15, 2022. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS THAT: Section 1. The City Council hereby authorizes the City Manager to execute and deliver the contract with Pesado Construction Co, Inc. for an amount of $7,028,017.00, with an amount not to exceed $7,730,818.70. Section 2. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a part of the judgment and findings of the City Council. Section 3. All resolutions, or parts thereof, which are in conflict or inconsistent with any provision of this Resolution are hereby repealed to the extent of such conflict, and the provisions of this Resolution shall be and remain controlling as to the matters resolved herein. Section 4. This Resolution shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 5. If any provision of this Resolution or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Resolution and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City Council hereby declares that this Resolution would have been enacted without such invalid provision. Section 6. It is officially found, determined, and declared that the meeting at which this Resolution is adopted was open to the public and public notice of the time, place, and subject 50506221.1 - 2 - matter of the public business to be considered at such meeting, including this Resolution, was given, all as required by Chapter 551, Texas Government Code, as amended. Section 7. This Resolution shall be in force and effect from and after its final passage, and it is so resolved. PASSED AND ADOPTED, this 9th day of August, 2022. CITY OF SCHERTZ, TEXAS Ralph Gutierrez, Mayor ATTEST: Brenda Dennis, City Secretary (CITY SEAL) v N29° 43' 38"W 76.68'N29° 56' 35"W 480.03' N5 9 ° 3 1 ' 1 8 " E 2 5 9 . 9 9 ' S29° 56' 35"E 519.59' S38° 07' 56"E 8 2 . 3 1 ' S64° 4 8 ' 2 2 " E 1 6 4 . 1 5 ' S 5 0 ° 1 4 ' 2 2 " W 3 7 . 7 3 ' L=259.822, R=369.948 D=40.2400 N76 ° 3 9 ' 4 2 " W 6 3 . 7 3 ' L=62.245, R=429.940 D=8.2951 30' 66.5' 18.7' R=28' R=25' 20' 38' 8' M E E E E E E E S E W N 0000000 SCALE: 1" = 30' 30 60 PL PL PL PL PL EXIST 16" WL EXIST ASPHALT DRIVE EXIST 16" WL SCHERTZ-CIBOLO-UNIVERSAL CITY ISD 1060 ELBEL RD SCHERTZ, TX 78154-2037 0.708 ACRES VOL. 14343 PG. 1960 LAND USE: UNDEVELOPED ZONING:PRE-DEVELOPMENT PL PL PL PL EXIST 16" WL EXIST 8' FENCECRETE FENCE TO REMAIN. EXIST ASPHALT ACCESS ROAD 24' FIRE LANE ELEVATED TANK EXIST EARTHEN INTERCEPTOR CHANNEL 15'R 95.2' 153.7' 199.8' EXIST PUMP STATION ON CONC PAD FLOW METER VAR. WIDTH DRAINAGE ESMT (1.451 ACRES) DOC# 20190032005 OPR FUTURE TELECOM PROVIDER AREA (APPROXIMATE) CORBETT BOOSTER STATION BLOCK 1 LOT 1 4.138 ACRES ZONING: PUBLIC USE LIGHTING NOTE: THIS SITE WILL COMPLY WITH ALL LIGHTING AND GLARE STANDARDS ACCORDING TO THE UNIFIED DEVELOPMENT CODE AT THE TIME OF BUILDING PERMIT. SIGNAGE NOTE: ALL SIGNAGE WILL COMPLY WITH THE UDC AT THE TIME OF APPLICATION FOR BUILDING PERMIT. FLOOD PLAIN NOTE: ACCORDING TO FEMA FLOOD INSURANCE RATE MAP, PANEL NO. 48029C0315F, DATED SEPTEMBER 29, 2010, PROPERTY IS LOCATED IN ZONE "X" AND IS NOT WITHIN THE 100-YEAR FLOODPLAIN. ±995 LF TO INTERSECTION OF RAY CORBETT DR & ALSATIAN WAY EXIST DETENTION POND 14' GAS, ELEC, TELE & CATV EMST (VOL 9706, PG 81) 28' ELECTRIC ESMT DOC# 20190032005 OPR CONC. DRAIN 18' DRAINAGE ESMT DOC# 20190032005 OPR EXIST DETENTION POND OUTFALL EARTHEN CHANNEL PL SITE DATA SUMMARY PROP USE:MUNICIPAL USE (POTABLE WATER STORAGE & PUMP STATION) ZONING DISTRICT:PUBLIC USE LOT AREA ±180,251 SQ. FT. / 4.138 ACRES EXIST IMPERVIOUS:±24,041 SQ. FT / 0.54 ACRES / 13.1% NEW IMPERVIOUS :±9,682 SQ. FT / 0.22 ACRES / 5.3% TOTAL IMPERVIOUS:±33,723 SQ.FT / 0.77 ACRES / 18.71% BUILDING AREA:±7853 SQ. FT. BUILDING HEIGHT:216'-3" (ELEVATED TANK) (EXIST) NEW BUILDING HEIGHT:51'-3" NEW GROUND STORAGE TANK TOTAL PARKING:SPACES REQUIRED: 3 SPACES PROVIDED: 3 HANDICAP SPACES:REQUIRED: 1 SPACES (PER UDC) PROVIDED: 1 SPACES (VAN ACCESSIBLE) DWELLING UNITS:N/A FLOOR AREA RATIO (FAR)N/A PROPERTY OWNER:CITY OF SCHERTZ (210-619-1000) PROPERTY ADDRESS: 12191 RAY CORBETT DRIVE, SCHERTZ, TEXAS 78154 RHINE VALLEY SUBDIVISION UNIT 3A VOL. 9706, PG. 81 WESLEY H. RUMPF 12250 SCHAEFER RD. SCHERTZ, TX 78154 REMAINDER OF 14.48 ACRES VOL. 6622 PG. 358 LAND USE: AGRICULTURAL/UNDEVELOPED ZONING: DEVELOPMENT AGREEMENT (DELAYED ANNEXATION) JAMES W. HERRERA 12020 SCHAEFER RD. CIBOLO, TX 78108 15.755 ACRES VOL. 8604 PG. 176 LAND USE: COMMERCIAL/EVENT VENUE ZONING: PRE-DEVELOPMENT CORBETT BOOSTER STATION LOT 1, BLOCK 1 A 4.138 ACRE TRACT OF LAND, SITUATED IN THE WILLIAM BRACKEN SURVEY NO. 74, ABSTRACT NO. 43, BEXAR COUNTY BLOCK NO. 5056 AND THE W.S. BENNETT SURVEY NO. 75, ABSTRACT NO. 61, BEXAR COUNTY BLOCK NO. 5057, IN THE CITY OF SCHERTZ, TEXAS; BEING A PORTION OF THE REMAINDER OF THAT CERTAIN 14.48 ACRE TRACT OF LAND CONVEYED TO WESLEY H. RUMPF IN VOLUME 6622, PAGE 358 OF THE OFFICIAL PUBLIC RECORDS OF REAL PROPERTY OF BEXAR COUNTY, TEXAS P L PL P L 16' WATER ESMT (VOL 17168 PG 2449) VAR. WIDTH ELEC & GAS ESMT (DOC#20180173025) CITY OF SCHERTZ SCHERTZ ETJ CI T Y O F S C H E R T Z SC H E R T Z E T J CITY OF SCHERTZ SCHERTZ ETJ C I T Y O F S C H E R T Z S C H E R T Z E T J LOT 31 LOT 32 LOT 33 EXIST WIRE FENCE PL VAR. WIDTH ACCESS, DRAINAGE, & WATER ESMT DOC#20180165696, OPR VAR. WIDTH ACCESS, DRAINAGE, & WATER ESMT DOC#20180165694, OPR VAR. WIDTH ELEC ESMT (DOC#20180173024) 20' LANDSCAPE BUFFER, WATER & DRAINAGE ESMT (VOL 9706, PG 81) VAR. WIDTH ACCESS, DRAINAGE, & WATER ESMT DOC#20180165695, OPR OVERHEAD ELECTRIC 8' CHAIN LINK FENCE MAINTAIN EXIST FENCE SCHERTZ-CIBOLO-UNIVERSAL CITY ISD 1060 ELBEL RD SCHERTZ, TX 78154-2037 2.028 ACRES VOL.14343 PG. 1954 SCHERTZ-CIBOLO-UNIVERSAL CITY ISD 1060 ELBEL RD SCHERTZ, TX 78154-2037 0.289 ACRES VOL.14343 PG. 1954 LAND USE: UNDEVELOPED ZONING: PRE-DEVELOPMENT P L 14' G . E . T . T V E S M T DO C # 2 0 1 9 0 0 3 2 0 0 5 OPR 18' ERNEST E. MARSHALL 12198 SCHAEFER RD. SCHERTZ, TX 78154 10.00 ACRES VOL. 1086 PG. 141 LAND USE: AGRICULTURAL/ UNDEVELOPED ZONING: DEVELOPMENT AGREEMENT (DELAYED ANNEXATION) ERNEST E. MARSHALL 12198 SCHAEFER RD. SCHERTZ, TX 78154 5.00 ACRES VOL. 1072 PG. 694 LAND USE: AGRICULTURAL/ UNDEVELOPED ZONING: DEVELOPMENT AGREEMENT (DELAYED ANNEXATION) 20' L A N D S C A P E B U F F E R PROJECT SITE LOCATION MAP NOT TO SCALE 1 5 1 8 78 SCH A E F E R R D LOW E R S E G U I N R D RANDOLPH AIR FORCE BASE RAY C O R B E T T D R CITY OF SCHERTZ CITY LIMI T S C I T Y L I M I T S S EW N RE V I S I O N S : NO . DA T E DE S C R I P T I O N DR A W I N G S A R E A N D S H A L L R E M A I N T H E P R O P E R T Y O F T H E A R C H I T E C T / E N G I N E E R , W H E T H E R T H E P R O J E C T F O R W H I C H T H E Y A R E I N T E N D E D IS E X E C U T E D O R N O T . T H E Y A R E N O T T O B E U S E D B Y A N Y O N E O N O T H E R P R O J E C T S , O R E X T E N S I O N S T O T H I S P R O J E C T N O T C O V E R E D I N TH E C O N T R A C T , W I T H O U T W R I T T E N A G R E E M E N T W I T H , A N D A P P R O P R I A T E C O M P E N S A T I O N T O U N I N T E C H C O N S U L T I N G E N G I N E E R S , I N C . OF TB P E R e g . N o . F - 5 4 9 9 Fa x : ( 2 1 0 ) 6 4 1 - 8 2 7 9 ww w . u n i n t e c h . c o m 24 3 1 E . E v a n s R o a d Sa n A n t o n i o , T e x a s 7 8 2 5 9 Ph o n e : ( 2 1 0 ) 6 4 1 - 6 0 0 3 UN I N T E C H C O N S U L T I N G EN G I N E E R S , I N C . CO R B E T T G R O U N D S T O R A G E T A N K FI N A L D E S I G N 12 1 9 1 R A Y C O R B E T T D R I V E , S C H E R T Z , T X CI V I L - S I T E SI T E P L A N PROJECT NO. 22-064-V 2022-04-08 C4 25 - - - - - - - - - - - - NEW 3.0 MILLION GALLON GROUND STORAGE TANK TOP OF FOUNDATION: 679.00 TOP CONTROL LEVEL 730.25 R50' NEW PUMP STATION MODIFY EXISTING PUMP PIPING EXIST EQUIPMENT BLD (SSLGC) EXIST 18" WL NEW FILL LINE NEW SUCTION HEADER PIPING REMOVE AND REPLACE 177' CHAINLINK SECURITY FENCING TO FACILITATE CONSTRUCTION REMOVE AND REPLACE 40' FENCECRETE TO FACILITATE CONSTRUCTION NEW GENERATOR NEW ELEC BLDG EXIST 18" WL NEW 16-IN DISCHARGE HEADER NEW 7'X7' CONC DRAIN BOX NEW 24" RCP OUTFALL W/CONC RIP RAP NEW SURGE BYPASS P L LEGEND TRAFFIC FLOW DIRECTION TOP OF SLOPE CHAIN LINK FENCE FENCECRETE FENCE 3 PARKING PROVIDED FIRE HYDRANT POWER POLE (STEEL) EXIST WIRE FENCE EXIST OVERHEAD ELEC EXIST FIRE LANE STRIPING CHAIN LINK FENCECFN OFFICIAL PUBLIC RECORD, BEXAR COUNTYOPR NEW CONC TRANSFORMER PAD PROP UNDERGROUND ELEC (LOCATION APPROX.) EXIST 16" WL NEW 28' DOUBLE LEAF SWING GATE (SOLID ENCLOSURE GATE), ASPHALT DRIVEWAY, AND FLUSH CURB 10'x20' 10'x20' 10'x20' EXIST POND BERM TO REMAIN. VAR. WIDTH WATERLINE ESMT (0.569 ACRES)VAR. WIDTH WATERLINE ESMT (0.569 ACRES) VAR. WIDTH WATERLINE ESMT (0.569 ACRES) NEW FLOW METER AND VAULT REMOVE AND REPLACE 20' FENCECRETE TO FACILITATE CONSTRUCTION NEW ±4' FENCECRETE PANEL NEW ±4' FENCECRETE PANEL NEW 28' DOUBLE LEAF SWING GATE (SOLID ENCLOSURE GATE), ASPHALT DRIVEWAY, AND FLUSH CURB SAWCUT AND REMOVE ±44 LF EXISTING CURB NEW CONC SW March 16, 2022 The City of Schertz 1400 Schertz Parkway Schertz, Texas 78154 Dear City of Schertz, I am happy to share that your project, Corbett Ground Storage Tank Project, including a total of $3,500,000 was signed into law yesterday, March 15, 2022, by President Joseph R. Biden Jr. as a part of the Fiscal Year 2022 Omnibus legislation. I am proud to see this project authorized and will continue working to ensure these projects are funded and recognized. Furthermore, my office will share guidance from the House Appropriations Committee on how federal agencies will contact project recipients about accessing funds as we receive it. Congratulations again and thank you for your work to make this a reality! Should you have any questions about this process please do not hesitate to reach out to my office at any of the below contacts: Chandler Smith: (202) 377-9719, Chandler.Smith@mail.house.gov Jorge Galindo: (202) 285-7141, Jorge.Galindo@mail.house.gov Stephanie Toscano: Stephanie.Toscano@mail.house.gov Albert Martinez: Albert.Martinez@mail.house.gov Louise Bentsen: Louise.Bentsen@mail.house.gov Sincerely, Vicente Gonzalez Member of Congress June 17, 2022 Project No. 22-064-V Jennifer R. Shortess, PE City of Schertz 10 Commercial Place, Building 2 Schertz, TX 78154 Re: CITY OF SCHERTZ - CORBETT GROUND STORAGE TANK, BID #2022-004 Bid Tabulation Five (5) bids were received on the above referenced project at City of Schertz City Hall on June 2, 2022. The bids are tabulated and attached, along with supporting information required in the Instruction to Bidders. Review and tabulation of the Base Bid indicates that Pesado Construction Co., Inc. is the Base Bid low bidder with a bid of $6,919,114.00. No errors or irregularities were noted in any bid response. Review and tabulation of the Base Bid, Additive Alternate 1 indicates that Pesado Construction Co., Inc was also the combined low bidder for the Base Bid and additive alternates, with a combined bid total of $7,028,017.00. The Engineer’s Estimate for the Base Bid construction was $4,756,628.10 dated 3/25/2022. The project design was begun in 6/1/2021. In the last several months unit prices on steel and ductile iron, PVC, and all associated construction materials have been fluctuating and rising more than 50% across all types of construction. Speaking with industry experts, suppliers, and estimators, it is not clear if or when prices will stabilize. Forecasts for the next three months anticipate a rise of 15%. Rejecting the bids and rebidding might find some cost saving measures that would be erased by anticipated increases. Rejecting bids and waiting a year to rebid, might be beneficial, but it is unknown at this time how the market will settle in one years’ time. Ford Engineering, Inc. called multiple references provided by the low bidder for projects of similar scope or cost. Two references responded. The references were positive with regards to quality of work and working relationship. Should the City desire to move forward on this project, Unintech Consulting Engineers, Inc. recommends Pesado Construction Co., Inc. for this project with a combined bid total of $7,028,017.00.for the Base Bid and Additive Alternate. The contractor has responded all addenda, included required forms, and was found to not be disbarred. Should there be questions, or if further information is needed, please do not hesitate to call me at 210-590-4777. Sincerely, Mark B. Hill, PE Unintech Consulting Engineers, Inc. Incl. Bid Tabulation, Summary of references called. CITY OF SCHERTZ - CORBETT GROUND STORAGE TANK Bid Tabulation Bid date: 6/2/2022 Project No.22-064-V ITEM NO.DESCRIPTION UNIT QTY UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL UNIT PRICE TOTAL BASE BID 1 Mobilization and Demobilization: This item includes project move-in and move-out of personnel and equipment, work shall include furnishing all labor, materials, tools, equipment and incidentals required to mobilize, demobilize, bond and insure the Work for the CORBETT GROUND STORAGE TANK PROJECT, in accordance with the contract documents, complete in place L.S.1 $417,000.00 $417,000.00 $240,000.00 $240,000.00 $277,500.00 $277,500.00 $475,000.00 $475,000.00 $700,000.00 $700,000.00 2 Total amount for furnishing all labor, materials, services, equipment, and appurtenances in conjunction with and incidental to all work (site work, general construction) for execution of the CORBETT GROUND STORAGE TANK PROJECT in conformance with the Project Documents, with the exception of those items specifically listed in other bid items. L.S.1 $6,647,000.00 $6,647,000.00 $7,181,900.00 $7,181,900.00 $6,875,000.00 $6,875,000.00 $6,358,814.00 $6,358,814.00 $7,062,000.00 $7,062,000.00 3 Off-site – E Live Oak WP – Heater Boxes (Complete): This item includes the total amount for furnishing all labor, materials, services, equipment and appurtenances in conjunction with and incidental to the work L.S.1 $40,000.00 $40,000.00 $32,800.00 $32,800.00 $22,320.00 $22,320.00 $27,650.00 $27,650.00 $35,000.00 $35,000.00 4 Off-site – NE Quad WP – Heater Boxes (Complete): This item includes the total amount for furnishing all labor, materials, services, equipment and appurtenances in conjunction with and incidental to the work L.S.1 $40,000.00 $40,000.00 $32,800.00 $32,800.00 $22,320.00 $22,320.00 $27,650.00 $27,650.00 $35,000.00 $35,000.00 5 Allowance for City Public Service (CPS Energy) Electric Service L.S.1 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $30,000.00 $7,174,000.00 $7,517,500.00 $7,227,140.00 $6,919,114.00 $7,862,000.00 ALT 1 1 Off-site – E Live Oak WP – Interconnect (Complete): This item includes the total amount for furnishing all labor, materials, services, equipment, and appurtenances in conjunction with and incidental to the work L.S.1 $131,000.00 $131,000.00 $134,600.00 $134,600.00 $145,000.00 $145,000.00 $108,903.00 $108,903.00 $147,000.00 $147,000.00 $131,000.00 $134,600.00 $145,000.00 $108,903.00 $147,000.00 Total of All Unit Price Bid Items – Corbett Ground Storage Tank & Additive Alternate 1 $7,305,000.00 $7,652,100.00 $7,372,140.00 $7,028,017.00 $8,009,000.00 ALTERNATE 1 TOTAL BASE BID TOTAL Pasado Construction Co Shannon Monk Inc. BIDDERS Associated Construction Partners Integrated Water Services Inc.JM Pipeline LLC Calling a Contactor’s references Pesado Construction Co has listed Middleman Construction as a reference on a recent bid proposal. May I ask a few questions about the project/Contractor? 1. What kind of work did Pesado Construction perform for Singing Hills Unit #1 – Lift Station & Utility Work? Sanitary sewer, water distribution, infrastructure 2. How was the project awarded? (Low bidder, qualified bidder, other) Public bid - low bidder 3. Was the project completed on time? If not, why? Yes 4. Was the project competed on or under budget? If not, why? Were the increases considered reasonable? Not sure 5. Did the completed project meet expectations? yes 6. Would (Pesado Construction) be accepted by the client for another project? yes Calling a Contactor’s references Pesado Construction Co has listed Middleman Construction as a reference on a recent bid proposal. May I ask a few questions about the project/Contractor? 1. What kind of work did Pesado Construction perform for Singing Hills Unit #1 – Lift Station & Utility Work? All Wet and Dry utilities 2. How was the project awarded? (Low bidder, qualified bidder, other) Qualified bidder 3. Was the project completed on time? If not, why? Yes 4. Was the project competed on or under budget? If not, why? Were the increases considered reasonable? On budget 5. Did the completed project meet expectations? yes 6. Would (Pesado Construction) be accepted by the client for another project? yes 4848 Sinclair Rd. San Antonio, TX 78222 • Office: (210) 651-4452 • Fax (210) 651-4492 List of Subcontractors & Suppliers Suppliers Core & Main Vulcan Materials Pump Solutions, Inc. Ameritex Pipe & Products, LLC Park Environmental Equipment, LTD Subcontractors Preload, LLC. Proline Paving Lone Star Precast National Work RRMTZ Concrete Services, LLC Environmental Allies Diamondback Mechanical Group Monarch Fence Fencecrete America, Inc. Arias Geoprofessionals Alterman, Inc. QS - 6 12. SAFETY PROGRAM: Name of Contractor's Safety Officer: Include the following as attachments: Provide as an Attachment Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) OSHA No. 500- Log & Summary of Occupational Injuries & Illnesses for the past 5 years. Provide as an Attachment Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) list of all OSHA Citations & Notifications of Penalty (monetary or other) received within the last 5 years (indicate disposition as applicable) - IF NONE SO STATE. Provide as an Attachment Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) list of all safety citations or violations under any state all received within the last 5 years (indicate disposition as applicable) - IF NONE SO STATE. Provide the following for the firm listed in Section V (and for each proposed Subcontractor furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) the following (attach additional sheets as necessary): Workers' compensation Experience Modification Rate (EMR) for the last 5 years: YEAR EMR YEAR EMR YEAR EMR YEAR EMR YEAR EMR Total Recordable Frequency Rate (TRFR) for the last 5 years: YEAR TRFR YEAR TRFR YEAR TRFR YEAR TRFR YEAR TRFR 2021 0.54 2020 0.65 2019 0.62 2018 0.63 2017 0.63 2021 1.60 2020 1.54 2019 1.61 2018 0.90 2017 0.70 Alterman, Inc. QS - 7 Total number of man-hours worked for the last 5 Years: YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS Provide Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) Days Away From Work, Days of Restricted Work Activity or Job Transfer (DART) incidence rate for the particular industry or type of Work to be performed by Contractor and each of Contractor's proposed Subcontractors and Suppliers) for the last 5 years: YEAR DART YEAR DART YEAR DART YEAR DART YEAR DART 13. EQUIPMENT: MAJOR EQUIPMENT: List on Schedule C all pieces of major equipment available for use on Owner's Project. 2021 2020 1,688,788 2019 1,734,017 2018 1,326,906 2017 1,144,192 2,870,775 2021 1.18 2020 1.07 2019 1.27 2018 0.45 2017 0.52 Modification Rate (EMR): 2022 0.54 2021 0.54 2020 0.65 2019 0.62 2018 0.63 2017 0.63 2016 0.65 2015 0.58 2014 0.64 2013 0.80 2012 0.94 2011 0.75 2010 0.74 cordable Cases (TRC):Hours Worked Recordable Incidents Avg. # Employees 2021 1.60 2,870,775 23 1436 2020 1.54 1,688,788 13 852 2019 1.61 1,734,017 14 862 2018 0.90 1,326,906 6 673 2017 0.70 1,144,192 4 658 2016 1.61 1,117,725 9 552 2015 1.48 1,621,168 12 767 2014 0.60 1,008,268 3 551 2013 1.37 1,311,127 9 644 2012 3.58 1,062,349 19 525 2011 2.25 890,102 10 423 2010 2.38 1,006,591 12 475 DART Rate:Hours Worked Lost Time/Restricted Avg. # Employees Lost Workdays Restricted Days 2021 1.18 2,870,775 18 1436 10 657 2020 1.07 1,688,788 9 852 0 160 2019 1.27 1,734,017 11 862 28 160 2018 0.45 1,326,906 3 673 0 17 2017 0.52 1,144,192 3 658 0 43 2016 1.25 1,117,725 7 552 79 321 2015 0.99 1,621,168 8 767 26 388 2014 0.40 1,008,268 2 551 49 7 2013 0.76 1,311,127 5 644 47 681 2012 2.45 1,062,348 13 525 4 745 2011 1.35 890,102 6 423 5 156 2010 1.59 1,006,591 8 475 61 422 ays Away Rate:Hours Worked Lost Workday Cases Avg. # Employees Lost Workdays 2021 0.07 2,870,775 1 1436 10 2020 0.00 1,688,788 0 852 0 2019 0.12 1,734,017 1 862 28 2018 0.00 1,326,906 0 673 0 2017 0.00 1,144,192 0 658 0 2016 0.18 1,117,725 1 552 79 2015 0.25 1,621,168 2 767 26 2014 0.20 1,008,268 1 551 49 2013 0.46 1,311,127 3 644 47 2012 0.19 1,062,349 1 525 4 2011 0.22 890,102 1 423 5 2010 0.40 1,006,591 2 475 61 nsfer / Restriction Rate:Hours Worked Restricted Workday Cases Avg. # Employees Restricted Days 2021 1.18 2,870,775 17 1436 657 2020 1.07 1,688,788 9 852 315 2019 1.27 1,734,017 10 862 160 2018 0.45 1,326,906 3 673 17 2017 0.52 1,144,192 3 658 43 2016 1.07 1,117,725 6 552 321 2015 0.74 1,621,168 6 767 388 2014 0.20 1,008,268 1 551 7 2013 0.31 1,311,127 2 644 681 2012 2.26 1,062,349 12 525 745 2011 1.12 890,102 5 423 156 2010 1.19 1,006,591 6 475 422 TIR = Total Injury Rate TCIR = Total Case Incident Rate Safety Performance Rates As of 02/08/2022 * EMR renews on 4/30 of each year, it typically does NOT change until later in the year but…. it can! EMR = Experience Modifier Rate (RIR) or (TRC) % and # of cases RIR = Recordable Incident Rate TRC = Total Recordable Cases TRIR = Total Recordable Incident Rate Rate, Cases & Days LTIR = Lost Time Incident Rate Job Transfer Restricted (LTIR) Days Away Rate & Lost Workdays Away Restricted or Transferred DART = Days (DART) Lost Time & Restricted Days 2/14/2022 Year City State (A)(B)(C)(D)(E)(F) (M) (G)(H)(I)(J)(K)(L)(1)(2)(3)(4)(5)(6) 1 Appr 1/6 1/10 Stairs Employee began to experience pain in his lower back, right side and right hip while walking up the stairs. X 40 X 2 UCW-1 1/16 11th Floor Employee was drilling into concrete causing sheet metal to fly toward his face causing a laceration to his right lip.X X 3 Foreman 2/10 Pod D Employee's left index finger was pinch point between mule tape and a cable puller which caused a laceration to his left index finger. X 51 X 4 JIW 2/12 Bldg Floor Employee stepped down off of a transition on the follor that he was working on and twisted his right knee and felt a pop.X 14 X 5 Installer Tech 2/21 MDC #2 Employee stepped off of a ladder and felt a sharp pain in his left knee.X X 6 CE-4 7/8 Pump Station Employee's ankle/foot was crushed by a pipe that flipped over and landed on his ankle/foot. X 117 X 7 JIW 7/30 Entrance to Building Employee tripped and fell on a warped piece of plywood that was covering a finished area. X 19 X 8 JIW 8/17 Floor Employee was terminating and stripping wire when the blade slipped and cut his left middle finger. Employee was wearing gloves at the time of the incident. X 14 X 9 Appr 2/6 8/25 Laydown Area Employee was adjusting forks on a forklift when one fork slipped from his hand and pinched his finger between the mast and fork. X 27 X 10 Appr 4/6 8/28 1st Floor Bldg Employee tripped on the edge of a sheet of plywood. X X 11 CW-4 10/9 Exterior Bldg Employee stepped into a hole that had not been covered on the side of a transformer pad and rolled his ankle.X 31 X 12 Appr 6/6 12/16 Trench Employee cut his right index finger while using a concrete rake while moving concrete. X 2 X 13 Material Handler 12/29 Floor Employee was attempting to cut off a tie wrap using a knife, when the knife slipped causing a laceration to the left thumb. X X 14 15 16 17 18 19 20 21 22 23 24 25 Page totals 0 0 9 4 0 315 13 0 0 0 0 0 (mo./day) Job transfer or restriction Other record- able cases Death Days away from work Remained at work Away From Work (days) On job transfer or restriction (days) In j u r y CHECK ONLY ONE box for each case based on the most serious outcome for that case: Enter the number of days the injured or ill worker was:Check the "injury" column or choose one type of illness:Case No. Employee's Name Job Title (e.g., Welder) Date of injury or onset of illness Where the event occurred (e.g. Loading dock north end) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) Sk i n D i s o r d e r Re s p i r a t o r y Co n d i t i o n Po i s o n i n g He a r i n g L o s s Al l o t h e r i l l n e s s e s TX Identify the person Describe the case Classify the case You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Form approved OMB no. 1218-0176 Establishment name Alterman, Inc. San Antonio *** FOR RECORDKEEPING ONLY - DO NOT POST! ***Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. OSHA's Form 300 (Rev. 01/2004)2020 Log of Work-Related Injuries and Illnesses U.S. Department of Labor Occupational Safety and Health Administration QS - 6 12.SAFETY PROGRAM: Name of Contractor's Safety Officer: Include the following as attachments: Provide as an Attachment Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) OSHA No. 500- Log & Summary of Occupational Injuries & Illnesses for the past 5 years. Provide as an Attachment Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) list of all OSHA Citations & Notifications of Penalty (monetary or other) received within the last 5 years (indicate disposition as applicable) - IF NONE SO STATE. Provide as an Attachment Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) list of all safety citations or violations under any state all received within the last 5 years (indicate disposition as applicable) - IF NONE SO STATE. Provide the following for the firm listed in Section V (and for each proposed Subcontractor furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) the following (attach additional sheets as necessary): Workers' compensation Experience Modification Rate (EMR) for the last 5 years: YEAR EMR YEAR EMR YEAR EMR YEAR EMR YEAR EMR Total Recordable Frequency Rate (TRFR) for the last 5 years: YEAR TRFR YEAR TRFR YEAR TRFR YEAR TRFR YEAR TRFR QS - 7 Total number of man-hours worked for the last 5 Years: YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS YEAR TOTAL NUMBER OF MAN-HOURS Provide Contractor's (and Contractor's proposed Subcontractors and Suppliers furnishing or performing Work having a value in excess of 10 percent of the total amount of the Bid) Days Away From Work, Days of Restricted Work Activity or Job Transfer (DART) incidence rate for the particular industry or type of Work to be performed by Contractor and each of Contractor's proposed Subcontractors and Suppliers) for the last 5 years: YEAR DART YEAR DART YEAR DART YEAR DART YEAR DART 13.EQUIPMENT: MAJOR EQUIPMENT: List on Schedule C all pieces of major equipment available for use on Owner's Project. Year City State (A) (B) (C) (D) (E) (F) (M) (G) (H) (I) (J) (K) (L) (1) (2) (3) (4) (5) (6) OR21-01 Laborer 01/25/2021 Shoring towers U-head fell on the employees hand causing a laceration X X OR21-02 Carpenter 03/23/2021 Inside tank Employee suffered a leg fracture from a fall X 89 X OR21-03 Laborer 6/25/2021 Top of wall Finger was pinched while using a jack X 117 X OR21-04 Laborer 06/29/2021 Tank wall Laceration to the face from a breaking wire X X OR21-05 Carpenter 06/24/2021 Inside tank Injured bicep while lifting a 6' frame X 170 X OR21-06 Operator 10/28/2021 Tank roof Finger was fractured while operating a drill X 45 X OR21-07 Superintendent 11/16/2021 Driveway Finger was pinched between two shotcrete blocks X 74 X Page totals 0 3 2 2 304 191 7 0 0 0 0 0 Page 1 of 1 (1) (2) (3) (4) (5) (6) Case No. Where the event occurred (e.g. Loading dock north end) He a r i n g L o s s In j u r y Job Title (e.g., Welder) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) Sk i n D i s o r d e r Be sure to transfer these totals to the Summary page (Form 300A) before you post it. Al l o t h e r i l l n e s s e s Away From Work (days)Al l o t h e r i l l n e s s e s Sk i n D i s o r d e r Days away from work Remained at work You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. In j u r y Death Po i s o n i n g Classify the case Enter the number of days the injured or ill worker was: Check the "injury" column or choose one type of illness: CHECK ONLY ONE box for each case based on the most serious outcome for that case: Log of Work-Related Injuries and Illnesses Date of injury or onset of illness Employee's Name Job transfer or restriction U.S. Department of Labor (mo./day) He a r i n g L o s s Identify the person Describe the case OSHA's Form 300 (Rev. 01/2004) Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. Form approved OMB no. 1218-0176 El Cajon, Grand Prairie, Wakefield Establishment name Occupational Safety and Health Administration Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Re s p i r a t o r y Co n d i t i o n Re s p i r a t o r y Co n d i t i o n On job transfer or restriction (days)Other record- able cases DN Tanks CA/TX/MA Po i s o n i n g 2021 Year City State (A) (B) (C) (D) (E) (F) (M) (G) (H) (I) (J) (K) (L) (1) (2) (3) (4) (5) (6) OR20-01 Laborer 4/27/2020 Dome casting beds Assisting with assembling the side rail of a dome panel form. Using both hands to hold in place a 2x4 while a carpenter nailed it. The carpenter started to swing the hammer when the laborer unexpetedly moved their hand . Unable to stop, they struck the laborers right middle finger.X 23 X OR20-02 Carpenter 7/9/2020 Milling area Using a nail gun, the nail bounced off a knot in the wood and punctured their left index finger.X X OR20-03 Labor Foreman 7/21/2020 Alley on west side of tank The employee was hammering a nail into a pallet while a coworker was hammering the other side of the pallet. The pallet shifted, causing them to miss the nail and hit the tip of their left index finger.X X OR20-04 Laborer 8/11/2020 Tank floor During the floor pour the employee was sweating which caused wet clothing, mixed with concrete and burned both legs above the knee.X 5 X OR20-05 Laborer 10/12/2020 Inside tank Employee was dismantling scaffold inside the tank. They started to climb down the ladder when it buckled and they fell about 10' to the ground. The employee had possibly disconnected one of the ladder brackets by mistake.X 80 X OR20-06 Laborer 10/21/2020 Wrapping machine Cutting wire with a grinder when it kicked back, cutting them in the forearm X 5 X OR20-07 Pump Operator 11/19/2020 Boom lift basket The employee was fixing the cable which came off of the wire winding winch. They put their arm in a bad position and got it caught between the winch and the cable. Xrays confirmed a break in the forearm.X 42 X Page totals 0 2 3 2 85 70 7 0 0 0 0 0 Page 1 of 1 (1) (2) (3) (4) (5) (6) Po i s o n i n g He a r i n g L o s s In j u r y Case No. Where the event occurred (e.g. Loading dock north end) Po i s o n i n g Al l o t h e r i l l n e s s e s Away From Work (days)Al l o t h e r i l l n e s s e s Sk i n D i s o r d e r CA/TX/MA He a r i n g L o s s Classify the case Days away from work Remained at work Job Title (e.g., Welder) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) Form approved OMB no. 1218-0176 El Cajon, Grand Prairie, Wakefield Establishment name CHECK ONLY ONE box for each case based on the most serious outcome for that case: Enter the number of days the injured or ill worker was: DN Tanks Check the "injury" column or choose one type of illness: Occupational Safety and Health Administration In j u r y Death(mo./day) You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Sk i n D i s o r d e r Be sure to transfer these totals to the Summary page (Form 300A) before you post it. Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes.U.S. Department of Labor 2020 Identify the person Describe the case Date of injury or onset of illness Log of Work-Related Injuries and Illnesses Employee's Name Other record- able cases OSHA's Form 300 (Rev. 01/2004) Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Re s p i r a t o r y Co n d i t i o n Re s p i r a t o r y Co n d i t i o n On job transfer or restriction (days)Job transfer or restriction Year 2020 Street City Zip 92020 0 2 3 2 (G) (H) (I)(J)OR 2 3 7 1 1 0 85 70 (K)(L) Total number of…Knowingly falsifying this document may result in a fine. (M) (1) Injury 7 (4) Poisoning 0 (2) Skin Disorder 0 (5) Hearing Loss 0 (3) Respiratory Condition 0 (6) All Other Illnesses 0 Employment information El Cajon Your establishment name 351 Cypress Lane CA DN Tanks Sign here State Company executive I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete. 781-246-1133 William Crowley Phone Total hours worked by all employees last year Standard Industrial Classification (SIC), if known (e.g., SIC 3715) Annual average number of employees North American Industrial Classification (NAICS), if known (e.g., 336212) 560 Total number of other recordable cases Number of Days Establishment information Total number of deaths Number of Cases Form approved OMB no. 1218-0176 Title Date President & CEO 1/20/2021 Construction of Prestressed Concrete Liquid Water Storage Tanks U.S. Department of Labor OSHA's Form 300A (Rev. 01/2004) Summary of Work-Related Injuries and Illnesses Occupational Safety and Health Administration Total number of days away from work Total number of days of job transfer or restriction Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Injury and Illness Types Industry description (e.g., Manufacture of motor truck trailers) Post this Summary page from February 1 to April 30 of the year following the year covered by the form All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0." Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms. Total number of cases with days away from work Total number of cases with job transfer or restriction 1,165,561 Year City State (A) (B) (C) (D) (E) (F) (M) (G) (H) (I) (J) (K) (L) (1) (2) (3) (4) (5) (6) OR19-01 Laborer 1/9 Southeast quadrant of tank area Employee's right shoulder and arm were pinched between a concrete wall panel and the crane. Contusion/ hematoma.X 89 X OR19-02 Laborer 3/1 Inside warehouse Slipped on oil on the floor, fell and landed on arm causing a contusion.X 153 X OR19-03 Superintendent 4/8 Driveway of jobsite While guiding a concrete pump truck off the jobsite, the truck drove over a steel road plate causing the edge to lift up and come back down on the foot, crushing the toes.X 90 X OR19-04 Carpenter 4/13 Manlift basket Started up pressure washer, the hose escaped hand and the brass fitting hit them in the face causing a laceration.X X OR19-05 Laborer 4/15 On the ground inside tank Pushing water on the floor with squeegee, turned wrong and twisted the knee X X OR19-06 Laborer 4/24 Next to box trailer While cutting a test cylinder with a knife, they forced down the knife too hard and it came out the other side, cutting them in the leg.X X OR19-07 Carpenter 5/10 Between tanks in grassy area Tick bite. Was given antibotics at the clinic as a precautionary measure X X OR19-08 Operator 6/24 Inside cab of machine Employee went to switch seats with coworker inside cab of machine. When they walked their foot went through the open hatch in the floor. Caught fall on seat with arms/ elbows and strained the left shoulder.X 112 X OR19-09 Laborer 7/29 On the ground inside tank Cutting 1" rebar, a piece flew off the end and hit them in the thigh causing a laceration.X 1 X OR19-10 Laborer 8/7 Standing on top of precast wall stack A shackle being lifted by another employee hit them in the eyebrow causing a laceration.X 4 X OR19-11 Carpenter 8/7 Setting wall panels Hand was pinched between concrete wall panel and seismic cable while setting the panel, causing a laceration X 15 X OR19-12 Carpenter 8/27 On ground at work station Laceration and fracture of the thumb from hitting it with a hammer while assembling forms.X 6 X OR19-13 Superintendent 8/27 Navy pier Carrying a roll of liner material on their shoulder. It started sliding forward so they caught it with the right hand and pushed it back up. Experienced pain in right shoulder.X X OR19-14 Laborer Apprentice 10/21 Middle of wall panel Removing the chute from a concrete truck. The driver started to move the chute away as the employee was pulling on it. They felt a strain in the right bicep.X 6 X OR19-15 Laborer 12/4 Next to wall bed Bent over to pick up a 2x4. Slipped on ice and their right knee buckled, causing them to fall to the ground. X 35 X OR19-16 Labor Foreman 12/17 On ground inside tank A dolly for shoring material was leaning against a frame. As the employee standing in front of it began to walk away, the dolly fell over, striking them in the leg.. A protruding bolt punctured a hole in the back side of their right calf.X 20 X Page totals 0 4 7 5 361 170 16 0 0 0 0 0 Page 1 of 1 (1) (2) (3) (4) (5) (6) CHECK ONLY ONE box for each case based on the most serious outcome for that case: Re s p i r a t o r y Co n d i t i o n Re s p i r a t o r y Co n d i t i o n On job transfer or restriction (days) El Cajon/ Wakefield/ Grand Prairie Establishment name (mo./day) Job transfer or restriction In j u r y Death Identify the person Describe the case Occupational Safety and Health Administration OSHA's Form 300 (Rev. 01/2004) Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. 2019 Log of Work-Related Injuries and Illnesses DN Tanks CA/MA/TX U.S. Department of Labor You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Form approved OMB no. 1218-0176 Al l o t h e r i l l n e s s e s Away From Work (days)Al l o t h e r i l l n e s s e s Sk i n D i s o r d e r Check the "injury" column or choose one type of illness: Po i s o n i n g He a r i n g L o s s In j u r y Case No. Where the event occurred (e.g. Loading dock north end) He a r i n g L o s s Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Po i s o n i n g Date of injury or onset of illness Employee's Name Job Title (e.g., Welder) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) Sk i n D i s o r d e r Be sure to transfer these totals to the Summary page (Form 300A) before you post it. Classify the case Days away from work Remained at work Enter the number of days the injured or ill worker was: Other record- able cases Year 2019 Street City Zip 92020 0 4 7 5 (G) (H)(I)(J)OR 2 3 7 1 1 0 361 170 (K)(L) Total number of…Knowingly falsifying this document may result in a fine. (M) (1) Injury 16 (4) Poisoning 0 (2) Skin Disorder 0 (5) Hearing Loss 0 (3) Respiratory Condition 0 (6) All Other Illnesses 0 Employment information El Cajon Your establishment name 351 Cypress Lane CA DN Tanks Sign here State Company executive I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete. 1,154,046 (619) 440-8181 Daniel Wallace Phone Total hours worked by all employees last year Standard Industrial Classification (SIC), if known (e.g., SIC 3715) Annual average number of employees North American Industrial Classification (NAICS), if known (e.g., 336212) 700 Total number of other recordable cases Number of Days Establishment information Total number of deaths Number of Cases Form approved OMB no. 1218-0176 Title Date Safety Director 1/21/2020 Construction of Prestressed Concrete Liquid Water Storage Tanks U.S. Department of Labor OSHA's Form 300A (Rev. 01/2004) Summary of Work-Related Injuries and Illnesses Occupational Safety and Health Administration Total number of days away from work Total number of days of job transfer or restriction Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Injury and Illness Types Industry description (e.g., Manufacture of motor truck trailers) Post this Summary page from February 1 to April 30 of the year following the year covered by the form All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0." Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms. Total number of cases with days away from work Total number of cases with job transfer or restriction Year City State (A) (B) (C) (D) (E) (F) (M) (G) (H) (I) (J) (K) (L) (1) (2) (3) (4) (5) (6) OR18-01 Laborer 1/23/2018 Casting Bed Slipped on plastic & sprained low back X 42 X OR18-02 Superintendent 2/23/2018 Driveway Slipped on ice while walking to truck X 16 X OR18-03 Laborer 3/5/2018 Roof to ground Stepping off tank roof edge and sprained low back X 93 X OR18-04 Laborer Appr. 5/9/2018 Ladder out of tank While climbing a ladder an employee above dropped material hook on employee X X OR18-05 Carpenter 6/8/2018 tank floor Holding a slam anchor that fractured when hit, fragment went into employees X X OR18-06 Mechanical Engineer 8/8/2018 Roof of tank While moving the tendon ram, the cart tipped over. The employee tried to catch the cart, when their finger was pinched between the cart handle and counterweight X 45 X OR18-07 Carpenter 8/21/2018 Material storage area Employee was adjusting depth of circular saw blade. Accidentally hit trigger, catching their glove and cutting finger.X 59 X OR18-08 Laborer 8/27/2018 Top of dome panel Vibrating conrete on the dome, employee lifted the vibrator and felt a strain in the wrist X 8 X OR18-09 Carpenter 10/3/2018 Outside office trailer Employee was using a circular saw. Loose fit clothing got caught in the blade, causing it to pull back towards them and cut across the abdomen.X 27 X OR18-10 Laborer 10/1/2018 tank floor Walking on rebar, lost balance and fell. Landed on hand and injured pinky finger X 81 X OR18-11 Carpenter 10/11/2018 tank floor While holding jack, the handle lifted up and struck the back of employees hand X X OR18-12 Laborer 11/21/2018 Casting Bed Employee was screeding concrete panels. Felt pain in the abdomen when moving around the screed.X X OR18-13 Carpenter 12/21/2018 Decking Employee was stripping shoring decking. The 2 ft crowbar slipped, hit the employee in the mouth, and chipped the front tooth.X X Page totals 0 2 6 5 120 251 13 0 0 0 0 0 Page 1 of 1 (1) (2) (3) (4) (5) (6) CHECK ONLY ONE box for each case based on the most serious outcome for that case: Re s p i r a t o r y Co n d i t i o n Re s p i r a t o r y Co n d i t i o n On job transfer or restriction (days) El Cajon/ Grand Prairie/ Wakefield Establishment name (mo./day) Job transfer or restriction In j u r y Death Identify the person Describe the case Occupational Safety and Health Administration OSHA's Form 300 (Rev. 01/2004) Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. 2018 Log of Work-Related Injuries and Illnesses DN Tanks CA/TX/MA U.S. Department of Labor You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Form approved OMB no. 1218-0176 Al l o t h e r i l l n e s s e s Away From Work (days)Al l o t h e r i l l n e s s e s Sk i n D i s o r d e r Check the "injury" column or choose one type of illness: Po i s o n i n g He a r i n g L o s s In j u r y Case No. Where the event occurred (e.g. Loading dock north end) He a r i n g L o s s Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Po i s o n i n g Date of injury or onset of illness Employee's Name Job Title (e.g., Welder) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) Sk i n D i s o r d e r Be sure to transfer these totals to the Summary page (Form 300A) before you post it. Classify the case Days away from work Remained at work Enter the number of days the injured or ill worker was: Other record- able cases Year 2018 Street City Zip 92020 0 2 6 5 (G) (H)(I)(J)OR 2 3 7 1 1 0 120 251 (K)(L) Total number of…Knowingly falsifying this document may result in a fine. (M) (1) Injury 13 (4) Poisoning 0 (2) Skin Disorder 0 (5) Hearing Loss 0 (3) Respiratory Condition 0 (6) All Other Illnesses 0 Employment information El Cajon Your establishment name 351 Cypress Lane CA DN Tanks Sign here State Company executive I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete. 873,284 (619) 517-3224 Daniel Wallace Phone Total hours worked by all employees last year Standard Industrial Classification (SIC), if known (e.g., SIC 3715) Annual average number of employees North American Industrial Classification (NAICS), if known (e.g., 336212) 509 Total number of other recordable cases Number of Days Establishment information Total number of deaths Number of Cases Form approved OMB no. 1218-0176 Title Date Safety Director 1/28/2019 Construction Liquid Storage Tanks U.S. Department of Labor OSHA's Form 300A (Rev. 01/2004) Summary of Work-Related Injuries and Illnesses Occupational Safety and Health Administration Total number of days away from work Total number of days of job transfer or restriction Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Injury and Illness Types Industry description (e.g., Manufacture of motor truck trailers) Post this Summary page from February 1 to April 30 of the year following the year covered by the form All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0." Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms. Total number of cases with days away from work Total number of cases with job transfer or restriction Year City State (A)(B)(C)(D)(E)(F) (M) (G)(H)(I)(J)(K)(L)(1)(2)(3)(4)(5)(6) OR17-01 Laborer 2/8 San Antonio, TX; Ground outside tank Eye abrasion from accidental release of shotcrete into employee’s eye X X OR17-02 Carpenter 3/23 Sparks, NV; wall form scaffolding Hand pinch from the scaffold and strong back X 7 X OR17-03 Carpenter 4/12 Cypress, CA; top of tank wall Laceration to lip from striking rebar X X OR17-04 Assistant Superintendent 5/11 Montgomery, TX; In boom lift basket Abrasion to leg from pressurized sand X X OR17-05 Carpenter Apprentice 5/26 Schulenburg, TX; top of tank Lumbar strain X 3 X OR17-06 Laborer 7/22 Amandaville, WV; east of tank at wall casting bed Laceration to left leg from grinder X 1 X OR17-07 Laborer 7/28 Green Bay, WI Laceration to left thumb from knife X 7 X OR17-08 Laborer 8/16 Seguin, TX; box trailer Eye abrasion from concrete during grinding X 7 X OR17-09 Laborer 8/22 Angleton, TX; Wall and dome beds Concrete burn on lower stomach X 12 X OR17-10 Carpenter 8/23 O'Fallon, MO; Trailer Left shoulder strain from closing trailer door X X OR17-11 Carpenter 9/5 Philadelphia, PA; Tank floor Laceration to wrist from carrying dome vent X 2 X OR17-12 Mason 9/11 Bozeman, MT; Trailer Laceration to left hand from knife while cutting zip ties X 7 X OR17-13 Laborer 9/19 Henryetta, OK; on top of dome Leg muscle strain X 14 X OR17-14 Laborer 10/24 Bozeman, MT; Tank floor Sprained Right Wrist while building wall forms X 42 27 X OR17-15 Finisher 10/26 Hines, IL; Near wall form panels Right shoulder strain while stripping panels X 26 X OR17-16 Laborer 11/9 Hines, IL; Near tank footing Employee slipped and fell backward resulting in a strained back, shoulder, and leg X 18 34 X OR17-17 Laborer 12/5 Wylie, TX near tank Employee cut finger while opening a container X 6 X OR17-18 Pump Operator 12/21 Burleson, TX inside tank Concrete dust in eye while employee using roto hammer to drill concrete.X 1 X Page totals 0 3 11 4 61 153 17 1 0 0 0 0 Page 1 of 1 (1)(2)(3)(4)(5)(6) Job Title (e.g., Welder)Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) Sk i n D i s o r d e r Be sure to transfer these totals to the Summary page (Form 300A) before you post it. Classify the case Days away from work Remained at work Enter the number of days the injured or ill worker was: Other record- able cases Po i s o n i n g Date of injury or onset of illness Employee's Name Po i s o n i n g He a r i n g L o s s In j u r y Case No.Where the event occurred (e.g. Loading dock north end) He a r i n g L o s s Form approved OMB no. 1218-0176 Al l o t h e r i l l n e s s e s Away From Work (days)Al l o t h e r i l l n e s s e s Sk i n D i s o r d e r Check the "injury" column or choose one type of illness: 2017 Log of Work-Related Injuries and Illnesses DN Tanks CA/TX/MA U.S. Department of Labor You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Identify the person Describe the case Occupational Safety and Health Administration OSHA's Form 300 (Rev. 01/2004) Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Re s p i r a t o r y Co n d i t i o n Re s p i r a t o r y Co n d i t i o n On job transfer or restriction (days) El Cajon/Grand Prairie/Wakefiled Establishment name (mo./day) Job transfer or restriction In j u r y Death CHECK ONLY ONE box for each case based on the most serious outcome for that case: Year 2017 Street City Zip 92020 0 3 11 4 (G)(H)(I)(J)OR 2 3 7 1 1 0 61 153 (K)(L) Total number of…Knowingly falsifying this document may result in a fine. (M) (1) Injury 17 (4) Poisoning 0 (2) Skin Disorder 1 (5) Hearing Loss 0 (3) Respiratory Condition 0 (6) All Other Illnesses 0 Employment information El Cajon Your establishment name 351 Cypress Lane CA DN Tanks Sign here State Company executive I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete. 864,753 (619) 440-8181 Daniel Wallace Phone Total hours worked by all employees last year Standard Industrial Classification (SIC), if known (e.g., SIC 3715) Annual average number of employees North American Industrial Classification (NAICS), if known (e.g., 336212) 501 Total number of other recordable cases Number of Days Establishment information Total number of deaths Number of Cases Form approved OMB no. 1218-0176 Title Date Safety Director 1/18/2018 Construction (Storage Tanks) 1/1/2017 - 12/31/2017 U.S. Department of Labor OSHA's Form 300A (Rev. 01/2004) Summary of Work-Related Injuries and Illnesses Occupational Safety and Health Administration Total number of days away from work Total number of days of job transfer or restriction Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Injury and Illness Types Industry description (e.g., Manufacture of motor truck trailers) Post this Summary page from February 1 to April 30 of the year following the year covered by the form All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0." Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms. Total number of cases with days away from work Total number of cases with job transfer or restriction Summary of OSHA Citations Date Company Inspection #Location Department Citation Violation Type Abated?Penalty Corrective Action 9/16/2019 DN Tanks 1433192 Baltimore, MD MOSH No eye wash station within immediate work area Other Than Serious Abated/ Contested 2,250.00$ Eye wash implemented 5/20/2020 DN Tanks 1475964 Windsor, VT VT OSHA No eye wash station on site Unclassified Abated/ Contested 5,287.00$ Eye wash implemented Date:10/22/2021 Authorized Signature: U.S. Department of Labor Occupational Safety and Health Administration OSHA’s Form 300 (Rev. 01/2004)Year 20__ __ Log of Work-Related Injuries and Illnesses You must record information about every work-related death and about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR Part 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an Injury and Illness Incident Report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you’re not sure whether a case is recordable, call your local OSHA office for help. Form approved OMB no. 1218-0176 Page ____ of ____ Sk i n d i s o r d e r Re s p i r a t o r y co n d i t i o n Po i s o n i n g He a r i n g l o s s Al l o t h e r il l n e s s e s Be sure to transfer these totals to the Summary page (Form 300A) before you post it. Page totals Establishment name ___________________________________________ City ________________________________ State ___________________ In j u r y Enter the number of days the injured or ill worker was: Check the “Injury” column or choose one type of illness: month/day month/day month/day month/day month/day month/day month/day month/day month/day month/day month/day month/day month/day Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instructions, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any other aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistical Analysis, Room N-3644, 200 Constitution Avenue, NW, Washington, DC 20210. Do not send the completed forms to this office. (A) (B) (C) (D) (E) (F) (M) (K) (L)(G) (H) (I) (J) Death Days away from work On job transfer or restriction Away from work Attention:This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. CHECK ONLY ONE box for each case based on the most serious outcome for that case: Job transfer or restriction Other record- able cases Remained at Work ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ ■ (1)(2)(3) (4)(5) (6) (1)(2)(3) (4)(5) (6) Sk i n d i s o r d e r Re s p i r a t o r y co n d i t i o n Po i s o n i n g He a r i n g l o s s Al l o t h e r il l n e s s e s In j u r y Identify the person Describe the case Classify the case Case Employee’s name Job title Date of injury Where the event occurred Describe injury or illness, parts of body affected, of illness or made person ill ( no.or onset and object/substance that directly injured e.g., Second degree burns on e.g., Welder e.g., Loading dock north end right forearm from acetylene torch ()() ) _____ ________________________ ____________ ______/__________ ______________________ _______________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ _______________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ _______________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ _______________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ _______________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ___________________ ________________________________________________________ ____ _____ ________________________ ____________ ______/__________ ______________________ ________________________________________________________ ____ days days days days days days days days days days days days days days days days days days days days days days days days days days Diamondback Mechanical 1 9 Jesse Panagopoulos Y95C26103 Technician 1 12 Roof ladder La Vernia Texas SA Tx /Fall from ladder/ scaffold/platform/Hvac x 250 x 2501 U.S. Department of Labor Occupational Safety and Health Administration OSHA’s Form 300A (Rev. 01/2004)Year 20__ __Summary of Work-Related Injuries and Illnesses Form approved OMB no. 1218-0176 Total number of deaths __________________ Total number of cases with days away from work __________________ Number of Cases Total number of days away from work ___________ Total number of days of job transfer or restriction ___________ Number of Days Post this Summary page from February 1 to April 30 of the year following the year covered by the form. All establishments covered by Part 1904 must complete this Summary page, even if no work-related injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete and accurate before completing this summary. Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you’ve added the entries from every page of the Log. If you had no cases, write “0.” Employees, former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR Part 1904.35, in OSHA’s recordkeeping rule, for further details on the access provisions for these forms. Establishment information Employment information Your establishment name__________________________________________ Street _________________________ _______ City ____________________________ State ______ ZIP _________ Industry description ( ) _______________________________________________________ Standard Industrial Classification (SIC), if known ( ) ____ ____ ____ ____ North American Industrial Classification (NAICS), if known (e.g., 336212) e.g., Manufacture of motor truck trailers e.g., 3715 (I ee the Worksheet on the back of this page to estimate.) _____________________ OR ____ ____ ____ ____ ____ ____ Annual average number of employees ______________ Total hours worked by all employees last year ______________ f you don’t have these figures, s Sign here Knowingly falsifying this document may result in a fine. I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete. ___________________________________________________________ ___________________________________________________________ Company executive Title Phone Date () - // Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instructions, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any other aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistical Analysis, Room N-3644, 200 Constitution Avenue, NW, Washington, DC 20210. Do not send the completed forms to this office. Total number of... Skin disorders ______ Respiratory conditions ______ Injuries ______ Injury and Illness Types Poisonings ______ Hearing loss All other illnesses ______ ______ (G) (H) (I) (J) (K) (L) (M) (1) (2) (3) (4) (5) (6) Total number of cases with job transfer or restriction __________________ Total number of other recordable cases __________________ Diamondback Mechanical 1 9 457 County Road 347 La Vernia TX 78121 HVAC, Refrigeration, Electrical 13 1 250 1 210 355 8974 1 3 2020 2 3 8 2 2 0 17,697 0 0 0 0 Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. OSHA's Form 300 (Rev. 01/2004)Year Log of Work-Related Injuries and Illnesses U.S. Department of Labor Occupational Safety and Health Administration You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Form approved OMB no. 1218-0176 Establishment nameDiamondback Mechanical Group: A/C, Heat, Refrigerattion and Electrical City La Vernia State TX Identify the person Describe the case Classify the case CHECK ONLY ONE box for each case based on the most serious outcome for that case: Enter the number of days the injured or ill worker was: Check the "injury" column or choose one type of illness: (A)(B)(C)(D)(E)(F) Case No. Employee's Name Job Title (e.g., Welder) Date of injury or onset of illness Where the event occurred (e.g. Loading dock north end) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) (M) Sk i n Di s o r d e r Re s p i r a t o r y Co n d i t i o n Po i s o n i n g He a r i n g Lo s s Al l ot h e r il l n e s s e s Death Days away from work Remained at work Away From Work (days) On job transfer or restriction (days) In j u r y (mo./day) Job transfer or restriction Other record- able cases (G)(H)(I)(J)(K)(L)(1)(2)(3)(4)(5)(6) 1 Jose Campos HVAC Service Technicnan 7/7/2020 Interstate IH 10 accessroad Back injury 0 0 1 1 x Page totals 0 0 0 0 0 1 1 0 0 0 0 0 Be sure to transfer these totals to the Summary page (Form 300A) before you post it. In j u r y Sk i n Di s o r d e r Re s p i r a t o r y Co n d i t i o n Po i s o n i n g He a r i n g Lo s s Al l ot h e r il l n e s s e s Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Page 1 of 1 (1)(2)(3)(4)(5)(6) 2020 OSHA's Form 300A (Rev. 01/2004)Year Summary of Work-Related Injuries and Illnesses U.S. Department of Labor Occupational Safety and Health Administration Form approved OMB no. 1218-0176 All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete and accurate before completing this summary. Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0." Establishment information Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms. Your establishment name Diamondback Mechanical Group: A/C, Heating, Refrigeration & Electrical Services Street 457 county Road 347 Number of Cases City La vernia State Tx Zip 78121 Industry description (e.g., Manufacture of motor truck trailers) Total number of deaths Total number of cases with days away from work Total number of cases with job transfer or restriction Total number of other recordable cases HVAC & Electrical Service and new installations Standard Industrial Classification (SIC), if known (e.g., SIC 3715) 0 0 0 1 (G)(H)(I)(J)OR North American Industrial Classification (NAICS), if known (e.g., 336212) 2 3 8 2 2 0 Number of Days Employment information Total number of days away from work Total number of days of job transfer or restriction Annual average number of employees 22 0 1 Total hours worked by all employees last year 25,283.00 (K)(L) Injury and Illness Types Sign here Total number of…Knowingly falsifying this document may result in a fine. (M) (1) Injury 1 (4) Poisoning 0 (2) Skin Disorder 0 (5) Hearing Loss 0 I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete.(3) Respiratory Condition 0 (6) All Other Illnesses 0 Chris Hill Co-Owner Company executive Title 210 355 8974 Post this Summary page from February 1 to April 30 of the year following the year covered by the form Phone Date Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. 2020 Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. OSHA's Form 301 Injuries and Illnesses Incident Report U.S. Department of Labor Occupational Safety and Health Administration Form approved OMB no. 1218-0176 Information about the employee Information about the case This Injury and Illness Incident Report is one of the first forms you must fill out when a recordable work- related injury or illness has occurred. Together with the Log of Work-Related injuries and Illnesses and the accompanying Summary, these forms help the employer and OSHA develop a picture of the extent and severity of work-related incidents. 1)Full Name Paul Price 10)Case number from the Log 1 (Transfer the case number from the Log after you record the case.) 2)Street 6309 Les Harrison Dr 11)Date of injury or illness 7/7/2020 City San Antonio State TX Zip 78250 12)Time employee began work 8:00 AM AM/PM 3)Date of birth 8/10/1991 13)Time of event 9:35 AM AM/PM Check if time cannot be determined *Please do not include any personally identifiable information (PII) pertaining to worker(s) involved in the incident (e.g., no names, phone numbers, or SSNs) in the following fields. Within 7 calendar days after you receive information that a recordable work-related injury or illness has occurred, you must fill out this form or an equivalent. Some state workers' compensation, insurance, or other reports may be acceptable substitutes. To be considered an equivalent form, any substitute must contain all the information asked for on this form. 4)Date hired 4/20/2020 *14)What was the employee doing just before the incident occurred? Driving to a Jobsite 5)X Male Female Information about the physician or other health care professional *15)What happened? There was a Construction truck that slammed on their brakes to get off of the access road to get off the highway and on to their construction site and caused Mr. Price to slam on his braked and traffic behind him to do the same. He got rear ended by a Semi-Truck According to Public Law 91-596 and 29 CFR 1904, OSHA's recordkeeping rule, you must keep this form on file for 5 years following the year to which it pertains 6)Name of physician or other health care professional CMC Fiesta Trails If you need additional copies of this form, you may photocopy and use as many as you need. 7)If treatment was given away from the worksite, where was it given? Facility CMC Fiesta Trails *16)What was the injury or illness? Lower Back Street City San Antonio State TX Zip 78 8)Was employee treated in an emergency room? Completed by Chris Hill Yes *17)What object or substance directly harmed the employee? Impact from rear end. X No Title Co-Owner 9)Was employee hospitalized overnight as an in-patient? Phone 210 355 8974 Date 7/13/2020 Yes X No 18)If the employee died, when did death occur? N/A - Returned to work next day Public reporting burden for this collection of information is estimated to average 22 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Persons are not required to respond to the collection of information unless it displays a current valid OMB control number. If you have any comments about this estimate or any other aspects of this data collection, including suggestions for reducing this burden, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. OSHA's Form 300 (Rev. 01/2004)Year Log of Work-Related Injuries and Illnesses U.S. Department of Labor Occupational Safety and Health Administration You must record information about every work-related injury or illness that involves loss of consciousness, restricted work activity or job transfer, days away from work, or medical treatment beyond first aid. You must also record significant work-related injuries and illnesses that are diagnosed by a physician or licensed health care professional. You must also record work-related injuries and illnesses that meet any of the specific recording criteria listed in 29 CFR 1904.8 through 1904.12. Feel free to use two lines for a single case if you need to. You must complete an injury and illness incident report (OSHA Form 301) or equivalent form for each injury or illness recorded on this form. If you're not sure whether a case is recordable, call your local OSHA office for help. Form approved OMB no. 1218-0176 Establishment nameDiamondback Mechanical Group: A/C, Heat, Refrigerattion and Electrical City La Vernia State TX Identify the person Describe the case Classify the case CHECK ONLY ONE box for each case based on the most serious outcome for that case: Enter the number of days the injured or ill worker was: Check the "injury" column or choose one type of illness: (A)(B)(C)(D)(E)(F) Case No. Employee's Name Job Title (e.g., Welder) Date of injury or onset of illness Where the event occurred (e.g. Loading dock north end) Describe injury or illness, parts of body affected, and object/substance that directly injured or made person ill (e.g. Second degree burns on right forearm from acetylene torch) (M) Sk i n Di s o r d e r Re s p i r a t o r y Co n d i t i o n Po i s o n i n g He a r i n g Lo s s Al l ot h e r il l n e s s e s Death Days away from work Remained at work Away From Work (days) On job transfer or restriction (days) In j u r y (mo./day) Job transfer or restriction Other record- able cases (G)(H)(I)(J)(K)(L)(1)(2)(3)(4)(5)(6) 1 Jose Campos HVAC installer 6/23/2021 Jobiste Electrical Panel Cover fell and struck head 0 0 1 1 x Page totals 0 0 0 0 0 1 1 0 0 0 0 0 Be sure to transfer these totals to the Summary page (Form 300A) before you post it. In j u r y Sk i n Di s o r d e r Re s p i r a t o r y Co n d i t i o n Po i s o n i n g He a r i n g Lo s s Al l ot h e r il l n e s s e s Public reporting burden for this collection of information is estimated to average 14 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Page 1 of 1 (1)(2)(3)(4)(5)(6) 2021 1 0 OSHA's Form 300A (Rev. 01/2004)Year Summary of Work-Related Injuries and Illnesses U.S. Department of Labor Occupational Safety and Health Administration Form approved OMB no. 1218-0176 All establishments covered by Part 1904 must complete this Summary page, even if no injuries or illnesses occurred during the year. Remember to review the Log to verify that the entries are complete and accurate before completing this summary. Using the Log, count the individual entries you made for each category. Then write the totals below, making sure you've added the entries from every page of the log. If you had no cases write "0." Establishment information Employees former employees, and their representatives have the right to review the OSHA Form 300 in its entirety. They also have limited access to the OSHA Form 301 or its equivalent. See 29 CFR 1904.35, in OSHA's Recordkeeping rule, for further details on the access provisions for these forms. Your establishment name Diamondback Mechanical Group: A/C, Heating, Refrigeration & Electrical Services Street 457 county Road 347 Number of Cases City La vernia State Tx Zip 78121 Industry description (e.g., Manufacture of motor truck trailers) Total number of deaths Total number of cases with days away from work Total number of cases with job transfer or restriction Total number of other recordable cases HVAC & Electrical Service and new installations Standard Industrial Classification (SIC), if known (e.g., SIC 3715) 0 0 0 1 (G)(H)(I)(J)OR North American Industrial Classification (NAICS), if known (e.g., 336212) 2 3 8 2 2 0 Number of Days Employment information Total number of days away from work Total number of days of job transfer or restriction Annual average number of employees 28 0 1 Total hours worked by all employees last year 34,803.89 (K)(L) Injury and Illness Types Sign here Total number of…Knowingly falsifying this document may result in a fine. (M) (1) Injury 1 (4) Poisoning 0 (2) Skin Disorder 0 (5) Hearing Loss 0 I certify that I have examined this document and that to the best of my knowledge the entries are true, accurate, and complete.(3) Respiratory Condition 0 (6) All Other Illnesses 0 Chris Hill Co-Owner Company executive Title 210 355 8974 Post this Summary page from February 1 to April 30 of the year following the year covered by the form Phone Date Public reporting burden for this collection of information is estimated to average 58 minutes per response, including time to review the instruction, search and gather the data needed, and complete and review the collection of information. Persons are not required to respond to the collection of information unless it displays a currently valid OMB control number. If you have any comments about these estimates or any aspects of this data collection, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. 2021 Attention: This form contains information relating to employee health and must be used in a manner that protects the confidentiality of employees to the extent possible while the information is being used for occupational safety and health purposes. OSHA's Form 301 Injuries and Illnesses Incident Report U.S. Department of Labor Occupational Safety and Health Administration Form approved OMB no. 1218-0176 Information about the employee Information about the case This Injury and Illness Incident Report is one of the first forms you must fill out when a recordable work- related injury or illness has occurred. Together with the Log of Work-Related injuries and Illnesses and the accompanying Summary, these forms help the employer and OSHA develop a picture of the extent and severity of work-related incidents. 1)Full Name Jose Campos 10)Case number from the Log 1 (Transfer the case number from the Log after you record the case.) 2)Street 1002 Grand River St 11)Date of injury or illness 6/23/2021 City San Antonio State TX Zip 78221 12)Time employee began work 8:30 AM AM/PM 3)Date of birth 12/1/1996 13)Time of event 11:15 AM AM/PM Check if time cannot be determined *Please do not include any personally identifiable information (PII) pertaining to worker(s) involved in the incident (e.g., no names, phone numbers, or SSNs) in the following fields. Within 7 calendar days after you receive information that a recordable work-related injury or illness has occurred, you must fill out this form or an equivalent. Some state workers' compensation, insurance, or other reports may be acceptable substitutes. To be considered an equivalent form, any substitute must contain all the information asked for on this form. 4)Date hired 11/20/2020 *14)What was the employee doing just before the incident occurred? Installing duct board plenums on the ground and the metal panel fell over and hit his head. 5)X Male Female Information about the physician or other health care professional *15)What happened? An Electricla panel from the Electricians was not leaned or secured on the wall properly and the Elec trical panel fell on Jose's head. According to Public Law 91-596 and 29 CFR 1904, OSHA's recordkeeping rule, you must keep this form on file for 5 years following the year to which it pertains 6)Name of physician or other health care professional University Health System Texas MedClinic If you need additional copies of this form, you may photocopy and use as many as you need. 7)If treatment was given away from the worksite, where was it given? Facility Texas MedClinic *16)What was the injury or illness? Head - Concussion Street City San Antonio State TX Zip 78 8)Was employee treated in an emergency room? Completed by Chris Hill Yes *17)What object or substance directly harmed the employee? Electrical panel cover X No Title Co-Owner 9)Was employee hospitalized overnight as an in-patient? Phone 210 355 8974 Date 6/28/2021 Yes X No 18)If the employee died, when did death occur? N/A - Returned to work next day Public reporting burden for this collection of information is estimated to average 22 minutes per response, including time for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and reviewing the collection of information. Persons are not required to respond to the collection of information unless it displays a current valid OMB control number. If you have any comments about this estimate or any other aspects of this data collection, including suggestions for reducing this burden, contact: US Department of Labor, OSHA Office of Statistics, Room N-3644, 200 Constitution Ave, NW, Washington, DC 20210. Do not send the completed forms to this office. Page A-1 of 8 AGREEMENT BETWEEN OWNER AND CONTRACTOR FOR CONSTRUCTION CONTRACT (STIPULATED PRICE) THIS AGREEMENT is by and between City of Schertz (“Owner”) and Pesado Construction Co, Inc. (“Contractor”). Owner and Contractor hereby agree as follows: ARTICLE 1 – WORK 1.01 Contractor shall complete all Work as specified or indicated in the Contract Documents. The Work is generally described as follows: ARTICLE 2 – THE PROJECT 2.01 The Project, of which the Work under the Contract Documents is a part, is generally described as follows: CORBETT GROUND STORAGE TANK ARTICLE 3 – ENGINEER 3.01 The part of the Project that pertains to the Work has been designed by Unintech Consulting Engineers, Inc. 3.02 The Owner has retained Unintech Consulting Engineers, Inc. (“Engineer”) to act as Owner’s representative, assume all duties and responsibilities, and have the rights and authority assigned to Engineer in the Contract Documents in connection with the completion of the Work in accordance with the Contract Documents. ARTICLE 4 – CONTRACT TIMES 4.01 Time of the Essence A. All time limits for Milestones, if any, Substantial Completion, and completion and readiness for final payment as stated in the Contract Documents are of the essence of the Contract. 4.02 Contract Times: Days A. The Work is expected to be substantially completed within 550 calendar days after the date when the Contract Times commence to run as provided in Paragraph 4.01 of the General Conditions, and completed and ready for final payment in accordance with Paragraph 15.06 of the General Conditions within 30 calendar days after the date of substantial completion. 4.03 Liquidated Damages A. Contractor and Owner recognize that time is of the essence as stated in Paragraph 4.01 above and that Owner will suffer financial and other losses if the Work is not completed and Milestones not achieved within the times specified in Paragraph 4.02 above, plus any extensions thereof allowed in accordance with the Contract. The Contractor acknowledges and recognizes that the Owner is entitled to full and beneficial occupancy and use of the completed work following expiration of the Contract Time. The Contractor further acknowledges and agrees that, if the Contractor fails to substantially, or cause the Substantial Page A-2 of 8 Completion of any portion of the Work within the Contract time, the Owner will sustain actual damages as a result of such failure. The exact amount of such damages will be difficult to ascertain. Therefore, the Owner and Contractor agree that, if the Contractor shall neglect, fail, or refuse to achieve substantial completion of the Work by the Substantial Completion date, subject to proper extension granted by the Owner, then the Contractor agrees to pay the Owner the sum of: 1. Six hundred dollars ($600.00) per day for each day in which such Work is not completed, not as penalty, but as liquidated damages, for the damages (“Liquidated Damages”) that would be suffered by Owner as a result of delay for each and every calendar day that the Contractor shall have failed to have completed the Work as required herein. The Liquidated Damages shall be in lieu of any and all other damages which may be incurred by Owner as a result of the failure of Contractor to complete within the Contract Time. ARTICLE 5 – CONTRACT PRICE 5.01 Owner shall pay Contractor for completion of the Work in accordance with the Contract Documents the amounts that follow, subject to adjustment under the Contract: A. For all Unit Price Work, an amount equal to the sum of the extended prices (established for each separately identified item of Unit Price Work by multiplying the unit price times the actual quantity of that item): Page A-3 of 8 Unit Price Work – Base Bid Item No. Description Unit Estimated Quantity Unit Price Extended Price 1 Mobilization and Demobilization: This item includes project move-in and move-out of personnel and equipment, work shall include furnishing all labor, materials, tools, equipment and incidentals required to mobilize, demobilize, bond and insure the Work for the CORBETT GROUND STORAGE TANK PROJECT, in accordance with the contract documents, complete in place LS 1 $475,000.00 $475,000.00 2 Total amount for furnishing all labor, materials, services, equipment and appurtenances in conjunction with and incidental to all work (site work, general construction) for execution of the CORBETT GROUND STORAGE TANK PROJECT in conformance with the Project Documents, with the exception of those items specifically listed in other bid items. LS 1 $6,358,814.00 $6,358,814.00 3 Off-site E Live Oak WP – Heater Boxes (Complete): This item includes the total amount for furnishing all labor, materials, services, equipment and appurtenances in conjunction with and incidental to the work LS 1 $27,650.00 $27,650.00 4 Off-site NE Quad WP – Heater Boxes (Complete): This item includes the total amount for furnishing all labor, materials, services, equipment and appurtenances in conjunction with and incidental to the work LS 1 $27,650.00 $27,650.00 5 Allowance for City Public Service (CPS Energy) Electric Service LS 1 $30,000.00 $30,000.00 Add. Alt. #1 Off-site – E Live Oak WP – Interconnect (complete): This item includes the total amount for furnishing all labor, materials, services, equipment and appurtenances in conjunction with and incidental to the work. LS 1 $108,903.00 $108,903.00 Total of all Extended Prices for Unit Price Work (subject to final adjustment based on actual quantities) $7,028,017.00 The extended prices for Unit Price Work set forth as of the Effective Date of the Contract are based on estimated quantities. As provided in Paragraph 13.03 of the General Conditions, estimated quantities are not guaranteed, and determinations of actual quantities and classifications are to be made by Engineer. ARTICLE 6 – PAYMENT PROCEDURES 6.01 Submittal and Processing of Payments A. Contractor shall submit Applications for Payment in accordance with Article 15 of the General Conditions. Applications for Payment will be processed by Engineer as provided in the General Conditions. 6.02 Progress Payments; Retainage A. Owner shall make progress payments on account of the Contract Price on the basis of Contractor’s Applications for Payment on or about the 30th day of each month during performance of the Work as provided in Paragraph 6.02.A.1 below, provided that such Applications for Payment have been submitted in a timely manner and otherwise meet the requirements of the Contract. All such payments will be measured by the Schedule of Values Page A-4 of 8 established as provided in the General Conditions (and in the case of Unit Price Work based on the number of units completed) or, in the event there is no Schedule of Values, as provided elsewhere in the Contract. 1. Prior to Substantial Completion, progress payments will be made in an amount equal to the percentage indicated below but, in each case, less the aggregate of payments previously made and less such amounts as Owner may withhold, including but not limited to liquidated damages, in accordance with the Contract a. 95 percent of Work completed (with the balance being retainage); and b. 95 percent of cost of materials and equipment not incorporated in the Work (with the balance being retainage). B. Upon Substantial Completion, Owner shall pay an amount sufficient to increase total payments to Contractor to the full amount of the contract, less such amounts set off by Owner pursuant to Paragraph 15.01.E of the General Conditions, and less such amounts as the Engineer shall determine for incomplete Work, retainage applicable to such work and unsettled claims. 6.03 Final Payment A. Upon final completion and acceptance of the Work in accordance with Paragraph 15.06 of the General Conditions, Owner shall pay the remainder of the Contract Price as recommended by Engineer as provided in said Paragraph 15.06. ARTICLE 7 – INTEREST 7.01 All amounts not paid when due shall bear interest at the maximum rate allowed by law, not to exceed 1% per month. ARTICLE 8 – CONTRACTOR’S REPRESENTATIONS 8.01 In order to induce Owner to enter into this Contract, Contractor makes the following representations: A. Contractor has examined and carefully studied the Contract Documents, and any data and reference items identified in the Contract Documents. B. Contractor has visited the Site, conducted a thorough, alert visual examination of the Site and adjacent areas, and become familiar with and is satisfied as to the general, local, and Site conditions that may affect cost, progress, and performance of the Work. C. Contractor is familiar with and is satisfied as to all Laws and Regulations that may affect cost, progress, and performance of the Work. D. Contractor has carefully studied all: (1) reports of explorations and tests of subsurface conditions at or adjacent to the Site and all drawings of physical conditions relating to existing surface or subsurface structures at the Site that have been identified in the Supplementary Conditions, especially with respect to Technical Data in such reports and drawings, and (2) reports and drawings relating to Hazardous Environmental Conditions, if any, at or adjacent to the Site that have been identified in the Supplementary Conditions, especially with respect to Technical Data in such reports and drawings. E. Contractor has considered the information known to Contractor itself; information commonly known to contractors doing business in the locality of the Site; information and Page A-5 of 8 observations obtained from visits to the Site; the Contract Documents; and the Site-related reports and drawings identified in the Contract Documents, with respect to the effect of such information, observations, and documents on (1) the cost, progress, and performance of the Work; (2) the means, methods, techniques, sequences, and procedures of construction to be employed by Contractor; and (3) Contractor’s safety precautions and programs. F. Based on the information and observations referred to in the preceding paragraph, Contractor agrees that no further examinations, investigations, explorations, tests, studies, or data are necessary for the performance of the Work at the Contract Price, within the Contract Times, and in accordance with the other terms and conditions of the Contract. G. Contractor is aware of the general nature of work to be performed by Owner and others at the Site that relates to the Work as indicated in the Contract Documents. H. Contractor has given Engineer written notice of all conflicts, errors, ambiguities, or discrepancies that Contractor has discovered in the Contract Documents, and the written resolution thereof by Engineer is acceptable to Contractor. I. The Contract Documents are generally sufficient to indicate and convey understanding of all terms and conditions for performance and furnishing of the Work. J. Contractor’s entry into this Contract constitutes an incontrovertible representation by Contractor that without exception all prices in the Agreement are premised upon performing and furnishing the Work required by the Contract Documents. ARTICLE 9 – CONTRACT DOCUMENTS 9.01 Contents A. The Contract Documents consist of the following: 1. This Agreement (pages A-1 to A-8, inclusive). 2. Performance bond (pages PB-1 to PB-3, inclusive). 3. Payment bond (pages PYB-1 to PYB-3, inclusive). 4. General Conditions consisting of 73 pages of a modified version of EJCDC C-700, having a title page with the general title: STANDARD GENERAL CONDITIONS OF THE CONSTRUCTION CONTRACT. 5. Supplementary Conditions (pages SC-1 to SC-465, inclusive). 6. Specifications as listed in the Supplementary Conditions. 7. Drawings (not attached but incorporated by reference) consisting of 56 sheets with each sheet bearing the following general title: a. Corbett Ground Storage Tank 56 sheets 8. Addenda (numbers __1_ to __2_, inclusive). 9. Exhibits to this Agreement (enumerated as follows): a. Geotechnical Report. 10. The following which may be delivered or issued on or after the Effective Date of the Contract and are not attached hereto: a. Notice to Proceed. b. Work Change Directives. Page A-6 of 8 c. Change Orders. d. Field Orders. B. The documents listed in Paragraph 9.01.A are attached to this Agreement (except as expressly noted otherwise above). C. There are no Contract Documents other than those listed above in this Article 9. D. The Contract Documents may only be amended, modified, or supplemented as provided in the General Conditions. ARTICLE 10 – MISCELLANEOUS 10.01 Terms A. Terms used in this Agreement will have the meanings stated in the General Conditions and the Supplementary Conditions. 10.02 Assignment of Contract A. Unless expressly agreed to elsewhere in the Contract, no assignment by a party hereto of any rights under or interests in the Contract will be binding on another party hereto without the written consent of the party sought to be bound; and, specifically but without limitation, money that may become due and money that is due may not be assigned without such consent (except to the extent that the effect of this restriction may be limited by law), and unless specifically stated to the contrary in any written consent to an assignment, no assignment will release or discharge the assignor from any duty or responsibility under the Contract Documents. 10.03 Successors and Assigns A. Owner and Contractor each binds itself, its successors, assigns, and legal representatives to the other party hereto, its successors, assigns, and legal representatives in respect to all covenants, agreements, and obligations contained in the Contract Documents. 10.04 Severability A. Any provision or part of the Contract Documents held to be void or unenforceable under any Law or Regulation shall be deemed stricken, and all remaining provisions shall continue to be valid and binding upon Owner and Contractor, who agree that the Contract Documents shall be reformed to replace such stricken provision or part thereof with a valid and enforceable provision that comes as close as possible to expressing the intention of the stricken provision. 10.05 Contractor’s Certifications A. Contractor certifies that it has not engaged in corrupt, fraudulent, collusive, or coercive practices in competing for or in executing the Contract. For the purposes of this Paragraph 10.05: 1. “corrupt practice” means the offering, giving, receiving, or soliciting of any thing of value likely to influence the action of a public official in the bidding process or in the Contract execution; 2. “fraudulent practice” means an intentional misrepresentation of facts made (a) to influence the bidding process or the execution of the Contract to the detriment of Owner, (b) to establish Bid or Contract prices at artificial non-competitive levels, or (c) to deprive Owner of the benefits of free and open competition; Page A-7 of 8 3. “collusive practice” means a scheme or arrangement between two or more Bidders, with or without the knowledge of Owner, a purpose of which is to establish Bid prices at artificial, non-competitive levels; and 4. “coercive practice” means harming or threatening to harm, directly or indirectly, persons or their property to influence their participation in the bidding process or affect the execution of the Contract. 10.06 Other Provisions A. Owner stipulates that if the General Conditions that are made a part of this Contract are based on EJCDC® C-700, Standard General Conditions for the Construction Contract, published by the Engineers Joint Contract Documents Committee®, and if Owner is the party that has furnished said General Conditions, then Owner has plainly shown all modifications to the standard wording of such published document to the Contractor, through a process such as highlighting or “track changes” (redline/strikeout), or in the Supplementary Conditions. Page A-8 of 8 IN WITNESS WHEREOF, Owner and Contractor have signed this Agreement. This Agreement will be effective on __________ (which is the Effective Date of the Contract). OWNER: CONTRACTOR: By: By: Title: Title: (If Contractor is a corporation, a partnership, or a joint venture, attach evidence of authority to sign.) Attest: Attest: Title: Title: Address for giving notices: Address for giving notices: License No.: (where applicable) (If Owner is a corporation, attach evidence of authority to sign. If Owner is a public body, attach evidence of authority to sign and resolution or other documents authorizing execution of this Agreement.) Agenda No. 7.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Public Works Subject:Resolution No. 22-R-63 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing the City Manager to issue a purchase order for the purchase of a Pierce-Custom Velocity Pumper Truck as part of the 2023-2024 Vehicle/Equipment replacement program. (C. Kelm/S. Williams) BACKGROUND Within each fiscal budget year, the Fleet Department requests to purchase vehicles/equipment to add to or replace aging vehicles to maintain a good working fleet of City owned vehicles/equipment.  In accordance with the Vehicle Replacement Plan previously approved by Council, the 2015 Pierce Saber Fire Engine 1 Pumper Truck is scheduled to be replaced in FY 23-24.  However, within the current economy and market, this fire engine is expected to take 24-25 months for arrival.  As a result, staff prefers to order this pumper truck now to mitigate the negative impact of the delivery date being at least two years away, such as the possibility of lowering our emergency service levels through increasing response times. This purchase is being done via the Group Purchasing Cooperative Contract: BuyBoard 651-21 which was awarded October 2021 and is valid through September 2024.   Authority for such participation is granted under Texas Government Code§§ 791.001 et seq as amended. Cooperative Purchasing Services under this interlocal agreement (ILA) are extended to all Texas State, City or County Government Agencies, or any other Local Government Entity as defined in the Texas Government Code§ 791.003. I                 GOAL To authorize the City Manager to execute the purchase order for the purchase of the Pierce-Custom Velocity Pumper Truck.   COMMUNITY BENEFIT Having a current and operational Fleet provides departments with the necessary vehicles and equipment to perform their assigned duties within the City of Schertz and reduce the maintenance cost of an aging fleet.  Specifically, having a functional pumper truck directly impacts the level of emergency services to our community.  SUMMARY OF RECOMMENDED ACTION Approval of this resolution will allow the purchase of the pumper truck at a reduced cost, as well as begin the two-year waiting process.   FISCAL IMPACT This purchase will be funded through the city’s excess reserve funds. The fiscal impact of this project will be $891,500.00.     RECOMMENDATION Staff recommends approval of Resolution No. 22-R-63. Attachments Res 22 R 63  Pumper Truck Quote  RESOLUTION NO. 22-R-63 A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING EXPENDITURES IN AN AMOUNT NOT TO EXCEED $891,500 FOR THE PURCHASE OF PIERCE PUMPER TRUCK AS PART OF THE 2023-2024 VEHICLE/EQUIPMENT REPLACEMENT PROGRAM. WHEREAS, Schertz Fire Department has a need to purchase vehicles and equipment as part of the Vehicle/Equipment Replacement Program; and WHEREAS, City Staff has done due diligence in researching what vehicle best fits the needs of the department, to obtain the best pricing and to provide the best quality of vehicles; and WHEREAS, the City of Schertz has chosen Siddons-Martin Emergency Group, LLC, to purchase the pumper truck; and WHEREAS, the City Council has determined that it is in the best interest of the City to authorize the City Manager to issue a Purchase Order to the awarded vendor. THAT: BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS Section 1. The City Council hereby authorizes expenditures in the amount of $891,500.00 for the purchase of a Pierce Pumper Truck. Section 2. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a part of the judgment and findings of the City Council. Section 3. All resolutions, or parts thereof, which are in conflict or inconsistent with any provision of this Resolution are hereby repealed to the extent of such conflict, and the provisions of this Resolution shall be and remain controlling as to the matters resolved herein. Section 4. This Resolution shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 5. If any provision of this Resolution or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Resolution and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City Council hereby declares that this Resolution would have been enacted without such invalid provision. Section 6. It is officially found, determined, and declared that the meeting at which this Resolution is adopted was open to the public and public notice of the time, place, and subject matter of the public business to be considered at such meeting, including this Resolution, was given, all as required by Chapter 551, Texas Government Code, as amended. Section 7. This Resolution shall be in force and effect from and after its final passage, and it is so resolved. PASSED AND ADOPTED, this 9th day of August, 2022 CITY OF SCHERTZ, TEXAS 0100090000034901000003001c00000000000400000003010800050000000b0200000000050000000c0207001307040000002e0118001c000000fb021000000000000000bc02000000000102022253797374656d0000000000000000000000000000000000000000000000000000040000002d0100001c000000fb021000070000000000bc02000000000102022253797374656d00fff8310000014b0100000083130000000080afdd2e08000000040000002d01010004000000f0010000040000002d010100040000002d0101001c000000fb021000000000000000bc02000000000102022253797374656d0000000000000000000000000000000000000000000000000000040000002d010000040000002d01010004000000f00100001c000000fb021000000000000000bc02000000000102022253797374656d0000000000000000000000000000000000000000000000000000040000002d010000040000002d01010004000000f00100001c000000fb021000000000000000bc02000000000102022253797374656d0000000000000000000000000000000000000000000000000000040000002d010000040000002d01010004000000f001000004000000020101001c000000fb02a4ff0000000000009001000000000440002243616c6962726900000000000000000000000000000000000000000000000000040000002d010000040000002d010000040000002d010000050000000902000000020d000000320a5700000001000400000000000e07060020003600050000000902000000021c000000fb021000070000000000bc020000000001020222417269616c000000000000000000000000000000000000000000000000000000040000002d010200040000002d010200030000000000 Ralph Gutierrez, Mayor ATTEST: 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 Brenda Dennis, City Secretary (CITY SEAL) EXHIBIT A SUPPORTING DOCUMENTATION Siddons Martin Emergency Group, LLC 3500 Shelby Lane Denton, TX 76207 GDN P115891 TXDOT MVD No. A115890 June 17, 2022 Kade Long, Fire Chief SCHERTZ FIRE & RESCUE 1400 SCHERTZ PKWY BLDG 8 SCHERTZ, TX 78154 Proposal For: 2024 Schertz Pumper Siddons-Martin Emergency Group, LLC is pleased to provide the following proposal to SCHERTZ FIRE & RESCUE. Unit will comply with all specifications attached and made a part of this proposal. Total price includes delivery FOB SCHERTZ FIRE & RESCUE and training on operation and use of the apparatus. Description Amount Qty. 1 - 990 - Pierce-Custom Velocity Pumper, PUC (Unit Price - $890,000.00) Delivery within 24-25 months of order date QUOTE # - SMEG-0004017-1 Vehicle Price $890,000.00 990 - UNIT TOTAL $890,000.00 SUB TOTAL $890,000.00 BuyBoard 651-21 $1,500.00 TOTAL $891,500.00 Price guaranteed until 9/30/2022 Additional: Price includes two trips to the factory for three Schertz personnel. Price includes three weeks of mechanic training Taxes: Tax is not included in this proposal. In the event that the purchasing organization is not exempt from sales tax or any other applicable taxes and/or the proposed apparatus does not qualify for exempt status, it is the duty of the purchasing organization to pay any and all taxes due. Balance of sale price is due upon acceptance of the apparatus at the factory. Proposal 2024 Schertz Pumper Page 1 of 2 June 17, 2022 Late Fee: A late fee of .033% of the sale price will be charged per day for overdue payments beginning ten (10) days after the payment is due for the first 30 days. The late fee increases to .044% per day until the payment is received. In the event a prepayment is received after the due date, the discount will be reduced by the same percentages above increasing the cost of the apparatus. Cancellation: In the event this proposal is accepted and a purchase order is issued then cancelled or terminated by Customer before completion, Siddons-Martin Emergency Group may charge a cancellation fee. The following charge schedule based on costs incurred may be applied: (A) 10% of the Purchase Price after order is accepted and entered by Manufacturer; (B) 20% of the Purchase Price after completion of the approval drawings; (C) 30% of the Purchase Price upon any material requisition. The cancellation fee will increase accordingly as costs are incurred as the order progresses through engineering and into manufacturing. Siddons-Martin Emergency Group endeavors to mitigate any such costs through the sale of such product to another purchaser; however, the customer shall remain liable for the difference between the purchase price and, if applicable, the sale price obtained by Siddons-Martin Emergency Group upon sale of the product to another purchaser, plus any costs incurred by Siddons-Martin to conduct such sale. Acceptance: In an effort to ensure the above stated terms and conditions are understood and adhered to, Siddons-Martin Emergency Group, LLC requires an authorized individual from the purchasing organization sign and date this proposal and include it with any purchase order. Upon signing of this proposal, the terms and conditions stated herein will be considered binding and accepted by the Customer. The terms and acceptance of this proposal will be governed by the laws of the state of Texas. No additional terms or conditions will be binding upon Siddons-Martin Emergency Group, LLC unless agreed to in writing and signed by a duly authorized officer of Siddons-Martin Emergency Group, LLC. Sincerely, Greg Tatsch I, _____________________________, the authorized representative of SCHERTZ FIRE & RESCUE, agree to purchase the proposed and agree to the terms of this proposal and the specifications attached hereto. __________________________________________________________ Signature & Date Proposal 2024 Schertz Pumper Page 2 of 2 June 17, 2022 Agenda No. 8.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Public Works Subject:Resolution 22-R-76- Consideration/Action to approve a Resolution approving a Bond Resolution previously adopted by the Board of Directors of the Schertz/Seguin Local Government Corporation (SSLGC) authorizing the issuance of obligations designated as “Schertz/Seguin Local Government Corporation Contract Revenue Improvement Bonds, New Series 2022A” acknowledging that these Obligations will be sold pursuant to the provisions of a Purchase Contract; ratifying, reconfirming and readopting provisions of a Regional Water Supply Contract executed between the City of Schertz, Texas, the City of Seguin, Texas, and the Schertz/Seguin Local Government Corporation, authorizing the Mayor, the City Manager, and the City Secretary of the City of Schertz, Texas to execute on behalf of the City of Schertz, Texas all documents in connection with this transaction; and other matters in connection therewith (B. James/S. Williams/A. Beard) BACKGROUND The Schertz/Seguin Local Government Corporation was created on December 23, 1998 on behalf of the City of Schertz and Seguin to assist in acquiring water outside the Edwards Aquifer.  The Corporation was created by the Cities to operate a wholesale water system for the benefit of the two Cities' Utility Systems.  The Corporation has financed the construction of well fields and cross-country pipelines and today provides a reliable, drought-resistant water source.  The Bonds are supported by Contracts between the Cities and the Corporation, and the liability is evenly split between the two Cities.  Currently, the Corporation has $128,925,000 of Bonds outstanding that are supported by the two Cities.  The proposed financing is intended to pay for preliminary design and engineering related to a future project to construct parallel pipelines to serve the Gonzales and Guadalupe Treatment Plants. The Cowey Pipeline will be 42” in diameter and the Elm Creek Pipeline will be 36” in diameter.   GOAL The goal is to approve a resolution to approve a bond resolution previously adopted by the Board of Directors of the Schertz/Seguin Local Government Corporation (SSLGC) authorizing the issuance of obligations designated as “Schertz/Seguin Local Government Corporation contract revenue improvement bonds, new series 2022A."  COMMUNITY BENEFIT The City of Schertz is a member of the Schertz/Seguin Local Government Corporation. It is through the SSLGC that the City provides water to its citizens and businesses. Moving forward with the consideration of SSLGC selling bonds will help ensure that the citizens and businesses of Schertz continue to receive this vital service by providing the infrastructure that is necessary to provide water and meet the demands of Schertz. SUMMARY OF RECOMMENDED ACTION Recommend that the City Council adopt Resolution No. 22-R-76 Specific Motion I MOVE THAT THE CITY COUNCIL APPROVE A RESOLUTION APPROVING A BOND RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD OF DIRECTORS OF THE SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION AUTHORIZING THE ISSUANCE OF BONDS DESIGNATED AS “SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION CONTRACT REVENUE IMPROVEMENT BONDS, NEW SERIES 2022A” FISCAL IMPACT The annual debt service related to the financing has not been incorporated into the future rate structure and staff will propose an additional 1% increase on water fees, estimated at $0.50 for the average water bill.  SAMCO Capital Markets, the City’s and the Corporation’s Financial Advisor, proposes to sell the bonds on August 18, 2022. To complete the transaction, the SSLGC Board must approve proceeding and then each City must ratify the SSLGC Board action.  The SSLGC Board authorized the parameter sale on July 21, 2022.  The City of Seguin authorized the parameter sale resolution on August 2, 2022. This Resolution by City of Schertz authorizes the Corporation to sell bonds.  Only after both Cities approve the Resolutions can SSLGC proceed to a bond sale. RECOMMENDATION City Staff and consultants recommend that the City Council adopt Resolution No. 22-R-76 approving the sale of the Bonds so long as certain savings targets can be met as outlined in the Resolution before the Council and ratifying the Corporation’s action authorizing the sale of Bonds on July 21, 2022. Specific Motion I MOVE THAT THE CITY COUNCIL APPROVE A RESOLUTION APPROVING A BOND RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD OF DIRECTORS OF THE SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION AUTHORIZING THE ISSUANCE OF BONDS DESIGNATED AS “SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION CONTRACT REVENUE IMPROVEMENT BONDS, NEW SERIES 2022A”   Attachments Resolution 22-R-76  130839893.4 RESOLUTION NO. 22-R-76 APPROVING A RESOLUTION BY THE SCHERTZ CITY COUNCIL APPROVING A BOND RESOLUTION PREVIOUSLY ADOPTED BY THE BOARD OF DIRECTORS OF THE SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION AUTHORIZING THE ISSUANCE OF OBLIGATIONS DESIGNATED AS “SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION CONTRACT REVENUE IMPROVEMENT BONDS, NEW SERIES 2022A”; ACKNOWLEDGING THAT THESE BONDS WILL BE SOLD PURSUANT TO THE PROVISIONS OF A PURCHASE CONTRACT; RATIFYING, RECONFIRMING, AND READOPTING THE PROVISIONS OF A REGIONAL WATER SUPPLY CONTRACT EXECUTED BETWEEN THE CITY OF SCHERTZ, TEXAS, THE CITY OF SEGUIN, TEXAS, AND THE SCHERTZ/SEGUIN LOCAL GOVERNMENT CORPORATION; AUTHORIZING THE MAYOR, THE CITY MANAGER, AND THE CITY SECRETARY OF THE CITY OF SCHERTZ, TEXAS TO EXECUTE ON BEHALF OF THE CITY OF SCHERTZ, TEXAS ALL DOCUMENTS IN CONNECTION WITH THIS TRANSACTION; AND OTHER MATTERS IN CONNECTION THEREWITH NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS THAT: Section 1. The City Council of the City of Schertz, Texas (the “City”) has reviewed and hereby approves (i) the Bond Resolution as to form and content, including the factual findings contained therein and all documents referenced therein, adopted by the Board of Directors of the Schertz/Seguin Local Government Corporation (the “Corporation”) relating to the issuance of obligations designated as “Schertz/Seguin Local Government Corporation Contract Revenue Improvement Bonds, New Series 2022A” (the “Bonds”), (ii) the Bonds that will be sold to Estrada Hinojosa & Company, Inc., as the authorized representative of a group of underwriters (the “Underwriters”), (iii) the Regional Water Supply Contract, including the factual findings contained therein, previously approved and executed among the City of Schertz, Texas, the City of Seguin, Texas (collectively, the “Cities”), and the Schertz/Seguin Local Government Corporation (the “Contract”) which provides certain security for the payment of these obligations, (iv) the bond purchase contract (the “Purchase Contract”) authorizing the sale of the Bonds to the Underwriters, (v) the Sale and Offering Documents (as defined in the Contract), including, but not limited to, the City’s annual continuing disclosure requirements in accordance with the Rule (as defined in the Contract), and (vi) the City’s obligations under the Contract and acknowledges that the payment of principal of and interest on such Bonds is payable, in whole or in part, from the Annual Payments to be made by the Cities to the Corporation under and pursuant to the Contract. The Mayor, the City Manager, and the City Secretary of the City (each, an “Authorized Official”) are hereby authorized to execute on behalf of the City, the Purchase Contract, and any and all documents in connection with this transaction. This resolution may be relied upon by the appropriate representatives of the parties to this transaction and the Texas Attorney General in his review and approval of this transaction. Section 2. The City Council recognizes that Section 53 of the Bond Resolution contains covenants of the City relating to the Bonds. Since certain financial information, financial status, 130839893.4 -2- operating data, and annual audits of the City’s utility system will be entirely within the control and disposition of the City, and the Preliminary Official Statement and the Final Official Statement prepared in connection with the issuance of the Bonds (together, the “Official Statement”), describe a continuing disclosure undertaking agreement (the “Undertaking”) of the City, the City Council specifically adopts the covenants hereinafter described, which comprise the Undertaking, and shall comply therewith for so long as all or any portion of the Annual Payments made by the City under the Contract act as security for or a source of repayment of the Bonds. A. Definitions. As used in this Section, the following terms have the meanings ascribed to such terms below: EMMA means the MSRB’s Electronic Municipal Market Access system, accessible by the general public, without charge, on the internet through the uniform resource locator (URL) http://www.emma.msrb.org. Financial Obligation means a (a) debt obligation; (b) derivative instrument entered into in connection with, or pledged as security or a source of payment for, an existing or planned debt obligation; or (c) guarantee of a debt obligation or any such derivative instrument; provided that “financial obligation” shall not include municipal securities (as defined in the Securities Exchange Act of 1934, as amended) as to which a final official statement (as defined in the Rule) has been provided to the MSRB consistent with the Rule. MSRB means the Municipal Securities Rulemaking Board. Rule means SEC Rule 15c2-12, as amended from time to time. SEC means the United States Securities and Exchange Commission. Undertaking means the City’s continuing disclosure undertaking, described in Paragraphs B through F below, hereunder accepted and entered into by the City for the purpose of compliance with the Rule. B. Annual Reports. The City shall file annually with the MSRB, (1) within six months after the end of each fiscal year of the City ending in or after 2022, financial information and operating data with respect to the City of the general type included in the final Official Statement authorized by Section 35 of the Bond Resolution, being the information described in Exhibit E thereto, and (2) if not provided as part of such financial information and operating data, audited financial statements of the City, when and if available. Any financial statements so to be provided shall be (i) prepared in accordance with the accounting principles described in Exhibit E thereto, or such other accounting principles as the City may be required to employ from time to time pursuant to state law or regulation, and (ii) audited, if the City commissions an audit of such financial statements and the audit is completed within the period during which they must be provided. If the audit of such financial statements is not complete within such period, then the City shall file unaudited financial statements within such period and audited financial statements for the applicable fiscal year to the MSRB, when and if the audit report on such financial statements becomes available. Under current Texas law, including, but not limited to, Chapter 103, as amended, Texas Local Government Code, 130839893.4 -3- the City must have its records and accounts audited annually and shall have an annual financial statement prepared based on the audit. The annual financial statement, including the auditor’s opinion on the statement, shall be filed in the office of the City Secretary within one hundred eighty (180) days after the last day of the City’s fiscal year. Additionally, upon the filing of this financial statement and the annual audit, these documents are subject to the Texas Open Records Act, as amended, Texas Government Code, Chapter 552. If the City changes its fiscal year, it will file notice of such change (and of the date of the new fiscal year end) with the MSRB prior to the next date by which the City otherwise would be required to provide financial information and operating data pursuant to this Section. C. Notice of Certain Events. The City shall file notice of any of the following events with respect to the Bonds to the MSRB in a timely manner and not more than 10 business days after occurrence of the event: (1) Principal and interest payment delinquencies; (2) Non-payment related defaults, if material; (3) Unscheduled draws on debt service reserves reflecting financial difficulties; (4) Unscheduled draws on credit enhancements reflecting financial difficulties; (5) Substitution of credit or liquidity providers, or their failure to perform; (6) Adverse tax opinions, the issuance by the Internal Revenue Service of proposed or final determinations of taxability, Notices of Proposed Issue (IRS Form 5701-TEB), or other material notices or determinations with respect to the tax status of the Bonds, or other material events affecting the tax status of the Bonds; (7) Modifications to rights of holders of the Bonds, if material; (8) Bond calls, if material, and tender offers; (9) Defeasances; (10) Release, substitution, or sale of property securing repayment of the Bonds, if material; (11) Rating changes; (12) Bankruptcy, insolvency, receivership, or similar event of the City, which shall occur as described below; (13) The consummation of a merger, consolidation, or acquisition involving the City or the sale of all or substantially all of its assets, other than in the ordinary course of business, the entry into of a definitive agreement to undertake such an action or the termination of a definitive agreement relating to any such actions, other than pursuant to its terms, if material; 130839893.4 -4- (14) Appointment of a successor or additional paying agent/registrar or the change of name of a paying agent/registrar, if material; (15) Incurrence of a Financial Obligation of the City, if material, or agreement to covenants, events of default, remedies, priority rights, or other similar terms of a Financial Obligation of the City, any of which affect security holders, if material; and (16) Default, event of acceleration, termination event, modification of terms, or other similar events under the terms of a Financial Obligation of the City, any of which reflect financial difficulties. For these purposes, (a) any event described in the immediately preceding paragraph (12) is considered to occur when any of the following occur: the appointment of a receiver, fiscal agent, or similar officer for the City in a proceeding under the United States Bankruptcy Code or in any other proceeding under state or federal law in which a court or governmental authority has assumed jurisdiction over substantially all of the assets or business of the City, or if such jurisdiction has been assumed by leaving the existing governing body and officials or officers in possession but subject to the supervision and orders of a court or governmental authority, or the entry of an order confirming a plan of reorganization, arrangement, or liquidation by a court or governmental authority having supervision or jurisdiction over substantially all of the assets or business of the City and (b) the City intends the words used in the immediately preceding paragraphs (15) and (16) and the definition of Financial Obligation in this Section have the same meanings as when they are used in the Rule, as evidenced by SEC Release No. 34-83885, dated August 20, 2018. The City shall file notice with the MSRB, in a timely manner, of any failure by the City to provide financial information or operating data in accordance with this Section by the time required by this Section. D. Limitations, Disclaimers, and Amendments. The City shall be obligated to observe and perform the covenants specified in this Section for so long as, but only for so long as, the City remains an “obligated person” with respect to the Bonds within the meaning of the Rule, except that the City in any event will give notice of any deposit that causes the Bonds to be no longer Outstanding. The provisions of this Section are for the sole benefit of the holders and beneficial owners of the Bonds, and nothing in this Section, express or implied, shall give any benefit or any legal or equitable right, remedy, or claim hereunder to any other person. The City undertakes to provide only the financial information, operating data, financial statements, and notices which it has expressly agreed to provide pursuant to this Section and does not hereby undertake to provide any other information that may be relevant or material to a complete presentation of the City’s financial results, condition, or prospects or hereby undertake to update any information provided in accordance with this Section or otherwise, except as expressly provided herein. The City does not make any representation or warranty concerning such information or its usefulness to a decision to invest in or sell Bonds at any future date. UNDER NO CIRCUMSTANCES SHALL THE CITY BE LIABLE TO THE HOLDER OR BENEFICIAL OWNER OF ANY BOND OR ANY OTHER PERSON, IN CONTRACT OR TORT, FOR DAMAGES RESULTING IN WHOLE OR IN PART FROM ANY BREACH BY 130839893.4 -5- THE CITY, WHETHER NEGLIGENT OR WITH OR WITHOUT FAULT ON ITS PART, OF ANY COVENANT SPECIFIED IN THIS SECTION, BUT EVERY RIGHT AND REMEDY OF ANY SUCH PERSON, IN CONTRACT OR TORT, FOR OR ON ACCOUNT OF ANY SUCH BREACH SHALL BE LIMITED TO AN ACTION FOR MANDAMUS OR SPECIFIC PERFORMANCE. No default by the City in observing or performing its obligations under this Section shall constitute a breach of or default under the Bond Resolution for purposes of any other provision of the Bond Resolution. Nothing in this Section is intended or shall act to disclaim, waive, or otherwise limit the duties of the City under federal and state securities laws. The provisions of this Section may be amended by the City from time to time to adapt to changed circumstances that arise from a change in legal requirements, a change in law, or a change in the identity, nature, status, or type of operations of the City, but only if (1) the provisions of this Section, as so amended, would have permitted an underwriter to purchase or sell Bonds in the primary offering of the Bonds in compliance with the Rule, taking into account any amendments or interpretations of the Rule to the date of such amendment, as well as such changed circumstances, and (2) either (a) the holders of a majority in aggregate principal amount (or any greater amount required by any other provision of the Bond Resolution that authorizes such an amendment) of the Outstanding Bonds consent to such amendment or (b) a person that is unaffiliated with the City (such as nationally recognized bond counsel) determines that such amendment will not materially impair the interests of the holders and beneficial owners of the Bonds. The City may also repeal or amend the provisions of this Section if the SEC amends or repeals the applicable provisions of the Rule or any court of final jurisdiction enters judgment that such provisions of the Rule are invalid, and the City also may amend the provisions of this Section in its discretion in any other manner or circumstance, but in either case only if and to the extent that the provisions of this sentence would not have prevented an underwriter from lawfully purchasing or selling Bonds in the primary offering of the Bonds, giving effect to (a) such provisions as so amended and (b) any amendments or interpretations of the Rule. If the City so amends the provisions of this Section, the City shall include with any amended financial information or operating data next provided in accordance with this Section an explanation, in narrative form, of the reasons for the amendment and of the impact of any change in the type of financial information or operating data so provided. E. Information Format – Incorporation by Reference. The City information required under this Section shall be filed with the MSRB through EMMA in such format and accompanied by such identifying information as may be specified from time to time thereby. Under the current rules of the MSRB, continuing disclosure documents submitted to EMMA must be in word-searchable portable document format (PDF) files that permit the document to be saved, viewed, printed, and retransmitted by electronic means and the series of obligations to which such continuing disclosure documents relate must be identified by CUSIP number or numbers. Financial information and operating data to be provided pursuant to this Section may be set forth in full in one or more documents or may be included by specific reference to any document (including an official statement or other offering document) available to the public through EMMA or filed with the SEC. 130839893.4 -6- F. General Policies and Procedures Concerning Compliance with the Rule. Because the issuance of the Bonds is subject to the provisions of the Rule and because the potential “underwriters” in a negotiated sale of the Bonds or the initial purchasers in a competitive sale of the Bonds may be subject to MSRB rules and regulations with respect to such sale (including certain due diligence and suitability requirements, among others), the City hereby adopts the General Policies and Procedures Concerning Compliance with the Rule (the Policies and Procedures), attached hereto as Exhibit A, with which the City shall follow to assure compliance with the Undertaking. The City has developed these Policies and Procedures for the purpose of meeting its requirements of the Undertaking and, in connection therewith, has sought the guidance from its internal staff charged with administering the City’s financial affairs, its municipal or financial advisors, its legal counsel (including its Bond Counsel), and its independent accountants (to the extent determined to be necessary or advisable). The Policies and Procedures can be amended at the sole discretion of the City and any such amendment will not be deemed to be an amendment to the Undertaking. Each Authorized Official is hereby authorized to amend the Policies and Procedures as a result of a change in law, a future issuance of indebtedness subject to the Rule, or another purpose determined by the Authorized Official to be necessary or desirable for or with respect to future compliance with the Undertaking. Section 3. Authorized Officials of the City will review and approve the Official Statement. Information appearing in the Official Statement concerning the City (including, particularly, the description of the Undertaking and Appendices C and E thereto), as of its date, were and are true and correct in all material respects. Insofar as the City and its affairs, including its financial affairs, are concerned, such Official Statement did not and does not contain an untrue statement of a material fact or omit to state a material fact required to be stated therein or necessary to make the statements therein, in the light of the circumstances under which they were made, not misleading. Insofar as the descriptions and statements, including financial data, of or pertaining to entities, other than the City, and their activities contained in such Official Statement are concerned, such statements and data have been obtained from sources which the City believes to be reliable, and the City has no reason to believe that they are untrue in any material respect. Section 4. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a part of the judgment and findings of the City Council. Section 5. All ordinances and resolutions, or parts thereof, which are in conflict or inconsistent with any provision of this Resolution are hereby repealed to the extent of such conflict, and the provisions of this Resolution shall be and remain controlling as to the matters resolved herein. Section 6. This Resolution shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 7. If any provision of this Resolution or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Resolution and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City Council hereby declares that this Resolution would have been enacted without such invalid provision. 130839893.4 -7- Section 8. It is officially found, determined, and declared that the meeting at which this Resolution is adopted was open to the public and public notice of the time, place, and subject matter of the public business to be considered at such meeting, including this Resolution, was given, all as required by Chapter 551, as amended, Texas Government Code. Section 9. This Resolution shall be in force and effect from and after the date of its adoption, and it is so resolved. [The remainder of this page intentionally left blank.] 130839893.4 S-1 APPROVED THIS THE 9TH DAY OF AUGUST, 2022. ATTEST: City Secretary Mayor 130839893.4 A-1 EXHIBIT A General Policies and Procedures Concerning Compliance with Federal Securities Laws I. Capitalized terms used in this Exhibit have the meanings ascribed thereto in Section 2 of the Resolution. “Bonds” refers to the Bonds that are the subject of the Resolution to which this Exhibit is attached. II. As a capital markets participant, the City is aware of its continuing disclosure requirements and obligations existing under the Rule prior to February 27, 2019, the effective date of the most recent amendment to the Rule (the “Effective Date”), and has implemented and maintained internal policies, processes, and procedures to ensure compliance therewith. Adherence to these internal policies, processes, and procedures has enabled underwriters in non-exempt negotiated sales and initial purchasers in non-exempt competitive sales to comply with their obligations arising under various MSRB rules and regulations concerning due diligence and findings of suitability, among other matters, regarding the City’s compliance with the Rule. III. The City is aware that the Rule was amended as of the Effective Date (the Rule Amendment) and has accommodated this amendment by adding subparagraphs (15) and (16) to Section 53C of the Resolution, which provisions are a part of the Undertaking. IV. The City is aware that “participating underwriters” (as such term is defined in the Rule) of the Bonds must make inquiry and reasonably believe that the City is likely to comply with the Undertaking and that the standards for determining compliance have increased over time as a result of, among others, the United States Securities and Exchange Commission’s Municipalities Continuing Disclosure Cooperation Initiative and regulatory commentary relating to the effectiveness of the Rule Amendment. V. The City now establishes the following general policies and procedures (the “Policies and Procedures”) for satisfying its obligations pursuant to the Undertaking, which policies and procedures have been developed based on the City’s informal policies, procedures, and processes utilized prior to the Effective Date for compliance with the City’s obligations under the Rule, the advice from and discussions with the City’s internal senior staff (including staff charged with administering the City’s financial affairs), its municipal or financial advisors, its legal counsel (including Bond Counsel), and its independent accountants, to the extent determined to be necessary or advisable (collectively, the “Compliance Team”): 1. the City Manager and the Director of Finance (each, a “Compliance Officer”) shall be responsible for satisfying the City’s obligations pursuant to the Undertaking through adherence to these Policies and Procedures; 2. the Compliance Officer shall establish reminder or “tickler” systems to identify and timely report to the MSRB, in the format thereby prescribed from time to time, the City’s information of the type described in Section 53B of the Resolution; 3. the Compliance Officer shall promptly determine the occurrence of any of the events described in Section 53C of the Resolution; 130839893.4 A-2 4. the Compliance Officer shall work with external consultants of the City, as and to the extent necessary, to timely prepare and file with the MSRB the annual information of the City and notice of the occurrence of any of the events referenced in Clauses 2 and 3 above, respectively, the foregoing being required to satisfy the terms of the Undertaking; 5. the Compliance Officer shall establish a system for identifying and monitoring any Financial Obligations, whether now existing or hereafter entered into by the City, and (upon identification) determining if such Financial Obligation has the potential to materially impact the security or source of repayment of the Bonds; 6. upon identification of any Financial Obligation meeting the materiality standard identified in Clause 5 above, the Compliance Officer shall establish a process for identifying and monitoring any City agreement to covenants, events of default, remedies, priority rights, or other similar terms under such Financial Obligation; 7. the Compliance Officer shall establish a process for identifying the occurrence of any default, event of acceleration, termination event, modification of terms, or other similar events under the terms of any Financial Obligation, the occurrence of any of which reflect financial difficulties of the City; and VI. the Compliance Officer shall annually review these Policies and Procedures with the remainder of the Compliance Team, make any modifications on an internal document retained by the Compliance Officer and available to any “participating underwriter” (as defined in the Rule), if requested, and on the basis of this annual review (to the extent determined to be necessary or desirable), seek additional training for herself or himself, as well as other members of the City’s internal staff identified by the Compliance Officer to assist with the City’s satisfaction of the terms and provisions of the Undertaking. Agenda No. 9.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Finance Subject:Resolution No. 22-R-82 - Consideration and/or action approving a Resolution by the City Council of the City of Schertz, Texas, authorizing a preliminary maximum tax rate for fiscal year 2022-23 and setting the Public Hearing dates, and other matters in connection therewith. (M. Browne/B. James/J. Walters) BACKGROUND On July 26, 2022 the City received the certified property tax rolls from the Guadalupe, Comal, and Bexar appraisal districts. The Guadalupe Tax Assessor-Collector used this information, and information provided by the City of Schertz, to calculate the No-new-revenue and Voter-approval tax rates for the 2022 Tax Year. The No-new-revenue rate is a calculated rate that would provide the city with about the same amount of revenues it received the year before on properties taxed in both years. The Voter-approval Rate is a calculated maximum rate allowed by law without voter approval. If Council adopts a rate higher than the Voter Approval Rate, the tax rate will automatically be on the November 2022 ballot. The 2022 No-new-revenue Rate is $0.4526 per $100 of valuation and the 2022 Voter-approval Base Rate is $0.4721 per $100 of valuation. With the prior year unused tax rates, the voter approval rate increases to $0.5094. Staff is recommending a preliminary maximum property tax rate of $0.4999 per $100. In accordance with Chapter 26.05(d) of the State’s Property Tax Code, a governing body must hold a public hearing on the tax rate if the proposed tax rate exceeds the lower of the No-new-revenue or Voter-approval Tax Rate.  In this case, the hearing is required as the proposed rate does exceed the No-new-revenue rate. Staff recommends holding public hearings on August 23trdand September 6th and encourages citizen participation and input in the adoption process. A one-quarter page “Notice of Public Hearing on Tax Increase” must be published in the local newspaper and online in compliance with the Tax Code 26.06.  The notice will contain information based upon a preliminary tax rate to be determined by the City Council and the dates of the public hearings.  During the final tax rate adoption process Council can approve a lower rate at that time, however they will not be able to approve a higher rate without republishing the notices and holding additional public hearings. GOAL To set a preliminary maximum tax rate for the 2022 Tax Year. COMMUNITY BENEFIT Setting a tax rate provides funding for essential services.  Setting a tax rate provides funding for essential services.  SUMMARY OF RECOMMENDED ACTION Staff recommends council set the preliminary maximum tax rate at $0.4999 and schedule public hearings. FISCAL IMPACT The proposed maximum rate maintains quality service to residents and businesses and provides growth in service offerings based on the classification and compensation study, staffing study and City priorities. The current property tax rate is $0.5121 per $100 valuation. The proposed maximum tax rate is $0.4999 per $100 valuation. The M&O portion of the property tax rate will decrease to $0.3519 from $0.3470 per $100 valuation. The I&S portion will decrease to $0.1480 from $0.1651 per $100 valuation. The annual impact on the average home value of $294,800 will be a $139.13 increase in the tax bill or an additional $11.59 in monthly escrow payments. RECOMMENDATION Staff recommends Council approve resolution 22-R-82, setting a preliminary tax rate and scheduling public hearings. Attachments Resolution 22-R-82  RESOLUTION NO. 22-R-82 A RESOLUTION BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS AUTHORIZING A PRELIMINARY MAXIMUM TAX RATE FOR FISCAL YEAR 2022-23, AND OTHER MATTERS IN CONNECTION THEREWITH WHEREAS, the City staff of the City of Schertz (the “City”) has recommended that the City Council approve a preliminary maximum tax rate for Fiscal Year 2022-23; and WHEREAS, the City Council has determined that it is in the best interest of the City to establish a preliminary maximum tax rate. BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SCHERTZ, TEXAS THAT: Section 1. The City Council hereby authorizes a preliminary maximum tax rate of $.4999 per $100 valuation which is composed of the Maintenance & Operation Tax Rate of $0.3519 and the Interest & Sinking Tax Rate of $0.1480. The public hearings on the budget and tax rate will be held on August 23rd and September 6th, 2022. Section 2. The recitals contained in the preamble hereof are hereby found to be true, and such recitals are hereby made a part of this Resolution for all purposes and are adopted as a part of the judgment and findings of the City Council. Section 3. All resolutions, or parts thereof, which are in conflict or inconsistent with any provision of this Resolution are hereby repealed to the extent of such conflict, and the provisions of this Resolution shall be and remain controlling as to the matters resolved herein. Section 4. This Resolution shall be construed and enforced in accordance with the laws of the State of Texas and the United States of America. Section 5. If any provision of this Resolution or the application thereof to any person or circumstance shall be held to be invalid, the remainder of this Resolution and the application of such provision to other persons and circumstances shall nevertheless be valid, and the City Council hereby declares that this Resolution would have been enacted without such invalid provision. Section 6. It is officially found, determined, and declared that the meeting at which this Resolution is adopted was open to the public and public notice of the time, place, and subject matter of the public business to be considered at such meeting, including this Resolution, was given, all as required by Chapter 551, Texas Government Code, as amended. Section 7. This Resolution shall be in force and effect from and after its final passage, and it is so resolved. 50506221.1 - 2 - PASSED AND ADOPTED, this 9th day of August, 2022. CITY OF SCHERTZ, TEXAS Mayor, Ralph Gutierrez ATTEST: City Secretary, Brenda Dennis (CITY SEAL) Agenda No. 10.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Finance Subject:Proposed FY 2022-23 Budget - Workshop and Discussion on the Proposed FY 2022-23 Budget. (M. Browne/B. James/J. Walters) BACKGROUND Workshop on the Proposed FY 2022-23 Budget and highlights from the General Fund, W&S Fund, EMS Fund, Drainage Fund, SEDC, and Restricted Revenue Funds.  General Fund revenues for FY 2022-23 Budget are expected to increase 3.1% 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% and sales taxes are estimated to increase 6%.     These increases are offset by a projected decrease in commercial building permits and large deployment reimbursements received. The overall General Fund FY 2022-23 Budget increased 0.3% from the FY 2021-22 year-end estimates. This includes annual wage increases and 15 new personnel.   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 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.  The Water & Sewer Fund 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. The FY 2022-23 Budget increases 2.8% from the FY 2021-22 year-end estimates.  The Drainage Fund FY 2022-23 revenues increase 14.5% from the FY 2021-22 year-end estimate from a fund transfer from reserves for equipment replacements.  The FY 2022-23 Budget will increase 28.3% from the FY 2021-22 year-end estimate for wage increases and equipment replacements.    The EMS Fund 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). 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.  The Schertz Economic Development Corporation (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 6.7% from the FY 2021-22 year-end estimate.  The increase is reflective of an increase in sales tax revenue. 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.  The annual budget is required to have a public hearing before adoption. Staff recommends holding that hearing on August 23, and September 6, and adopt the budget on second reading on September 13, 2022. This follows the regulations set by the state in the Local Government Code on budget adoption chapter 102.   GOAL To review the budget and proposed changes. COMMUNITY BENEFIT The Proposed Budget is submitted to the City Council and is available on the website for the public to review. SUMMARY OF RECOMMENDED ACTION No action taken tonight. There will be a public hearing on the budget on August 23rd and on September 6th prior to adoption. FISCAL IMPACT The General Fund budget is balanced to the tax rate of $0.4665, which would raise the average tax bill by $40.68 annually. This would allow for additional street funding, 15 new positions, and wage adjustments. The Water & Sewer budget is balanced with an increase of 5% on the water rates and 4% on sewer rates which would allow for additions to the parallel pipeline project securing additional water resources for the City. Operations will receive utility bill text messaging services, water and sewer planning software, and a portable back up pump for liftstation emergencies. The EMS budget is balanced with and will fund 8 new positions needed to change from 24 hour shifts to 12 hour shifts and to run additional trucks during peak times. These additional personnel will be net cost neutral as they will reduce overtime and allow for more transports. RECOMMENDATION No action tonight, staff will return with a public hearing on August 23 and September 6 and adoption ordinance on September 7 and September 13. Attachments FY 2022-23 Proposed Budget  CITY OF SCHERTZ FY 2022-23 PROPOSED BUDGET The members of the governing body voted on the proposal to consider the budget as follows: FOR: N/A AGAINST: N/A PRESENT and not voting: N/A ABSENT:N/A Property Tax Rate Comparison 2022-23 2021-22 Property Tax Rate:-$0.5121/100 No-new-revenue $.04526/100 $0.5146/100 $0.3046/100 $0.3515/100 Voter-approval Rate:$0.5094/100 $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 This budget will raise more total property taxes than last year's budget by $1,184,519 or 6% increase,and of that amount,$543,323 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 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 CITY OF SCHERTZ 2022-23 BUDGET Table of Contents Executive Summary 1 General Fund Summary 7 Revenues 11 City Council 15 City Manager 18 Municipal Court 22 311/Customer Relations 27 Planning & Zoning 30 Legal Services 36 City Secretary 39 Non-Departmental 43 Public Affairs 46 Engineering 51 Police 57 Fire Rescue 64 Inspections 70 Neighborhood Services 77 Streets 82 Parks, Recreation, & Community Services 87 Pools 93 Event Facilities 97 Library 102 Information Technology 109 Human Resources 114 Finance 119 Purchasing & Asset Management 123 Fleet Services 128 Facility Services 134 City Assistance 142 Court Restricted 144 Interest & Sinking Fund 146 Water & Sewer Summary 151 Business Office 155 Water & Sewer Administration 160 Capital Recovery - Water 167 Capital Recovery – Sewer 174 Drainage Summary 180 Revenues 184 Expenditures 185 Emergency Medical Services (EMS) Summary 189 Revenues 194 Expenditures 195 Schertz Economic Development Corporation Summary 198 Revenues 202 Expenditures 203 Special Revenue Funds Special Events 206 Public, Educational, and Government (PEG) Access Fund 212 Hotel/Motel Tax 217 Park Fund 222 Tree Mitigation 226 Roadway Area 1 230 Roadway Area 2 235 Roadway Area 3 240 Roadway Area 4 245 Library Fund 250 Historical Committee 254 Glossary 258 Executive Summary General Fund Revenue: Revenues for FY 2022-23 Budget are expected to increase 3.1% 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 0.3% from the FY 2021-22 year-end estimates. This includes annual wage increases, 11 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 1.1% 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 prosecu tor rates. 311 Customer Service The FY 2022-23 Budget decreases 3.3% from the FY 2021-22 year end estimates with no changes to operation. 1 of 263 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. 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 0.6% 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 36.6% 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 8.0% from the FY 2021-22 year-end estimates for four new positions. Two school resource officers, a traffic officer, and a records management specialist. Fire Rescue The FY 2022-23 Budget will decrease 7.8% 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 13.3% 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 16.3% from the FY 2021-22 year end for vehicle replacements. Streets The FY 2022-23 Budget will increase 17.9% from the FY 2021-22 year-end estimate. FY 2022-23 budget includes an additional $250,000 for Street Preservation and Maintenance (SPAM). 2 of 263 Parks The FY 2022-23 Budget will increase 9.2% from the FY 2021-22 year-end estimate for a new Parks maintenance technician position and vehicle and equipment replacements. Pools The FY 2022-23 Budget will decrease 3.1% from the FY 2021-22 year end with no change in operations. Event Facilities The FY 2022-23 Budget will decrease 1.4% from the FY 2021-22-year end estimate with no changes to operations. Library The Library FY 2022-23 Budget increases 3.6% from the FY 2021-22 year end for a new Part time programming specialist, wage increases, and additional funding for Library materials. Animal Services This budget was combined into the Police Department Budget. Information Technology The Information Technology FY 2022-23 Budget increases approximately 11.3% from the FY 2021-2022 year-end estimates. Primary costs changes include a new Public safety technician position, an Eprocurement software, and internet and fiber upgrades. Human Resources The FY 2022-23 Budget will increase 8.7% from the FY 2021-22 year-end estimate for wage increases and an increase in expenditures for the remaining employee wellness program initiative funds. 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 1.9% 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. Fleet Services The FY 2022-23 Budget will decrease 2.3% from the FY 2021-22 year end estimate. Wage increases and a new parts clerk/lube technician position will be offset by less vehicle replacements in 2022-23. Facility Services The FY 2022-23 Budget decreases 4.2% from the FY 2021-22 year-end estimates. Wage increases and vehicle replacements are offset by a lower budget for maintenance services. 3 of 263 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 2.8% from the FY 2021-22 year-end estimates. Utility Billing The FY 2022-23 Budget increases 5.4% 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 5.1% 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 $44,000 for any professional services or studies that need to be completed. Capital Recovery Fund - Sewer The FY 2022-23 Budget will be set at $52,500 for any professional services or studies that need to be completed. 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 28.3% from the FY 2021-22 year-end estimate for wage increases and equipment replacements. 4 of 263 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 6.7% 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 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. 5 of 263 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. 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. 6 of 263 FUND: 101 GENERAL FUND DESCRIPTION The General Fund is the City’s primary governmental operating fund. It is used to account for all financial resources that cannot otherwise be accounted for in other funds that have specific purposes, such as the Water and Sewer Fund or Special Revenue Funds. All general tax revenues, franchise fees, permits, license fees, fine and forfeitures, interest income and any other receipts that are not allocated by law or otherwise restricted to other funds are accounted for in this fund. It accounts for the majority of City services, including General Government, public safety, public environment, parks and recreation, cultural, and internal services. Budgeted expenditures include salaries and benefits, supplies, maintenance, services, and capital outlays. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenues Taxes $27,294,411 $28,970,311 $30,832,900 Franchises $2,226,361 $2,354,017 $2,550,000 Permits $1,547,780 $2,265,755 $1,717,800 Licenses $45,600 $38,620 $45,620 Fees $1,975,216 $2,351,312 $2,189,200 Fines & Forfeitures $8,477 $9,000 $9,000 Inter-Jurisdictional $899,348 $986,068 $1,151,352 Fund Transfers $2,893,814 $3,094,852 $3,121,873 Miscellaneous $720,561 $1,097,943 $839,850 Total $37,611,600 $41,167,878 $42,457,595 Expenses General Government $6,315,829 $6,809,346 $7,358,477 Public Safety $17,489,515 $19,999,499 $20,462,417 Public Environment $1,413,809 $2,067,417 $2,438,381 Parks & Recreation $2,506,318 $2,776,593 $2,916,989 Cultural $1,040,278 $1,190,931 $1,234,276 Internal Service $6,808,023 $7,646,072 $7,923,924 Misc & Projects $2,616,394 $2,267,230 $548,553 Total $38,190,165 $42,757,088 $42,883,016 7 of 263 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are expected to increase 3.1% 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 0.3% from the FY 2021-22 year-end estimates. This includes annual wage increases, 11 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 softw are. 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. 8 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 23,918,317 27,294,441 27,845,000 25,198,440 28,970,311 30,832,900 ____________ Franchises 2,223,227 2,226,361 2,327,000 1,760,900 2,354,017 2,550,000 ____________ Permits 1,701,296 1,547,780 1,718,150 1,678,403 2,265,755 1,717,800 ____________ Licenses 49,540 45,600 49,320 34,533 38,620 45,620 ____________ Fees 2,091,014 1,975,216 2,232,459 1,807,416 2,351,312 2,189,200 ____________ Fines & Forfeitures 7,053 8,477 9,000 8,698 9,000 9,000 ____________ Inter-Jurisdictional 996,174 899,348 990,598 724,943 986,068 1,151,352 ____________ Fund Transfers 2,703,943 2,893,814 5,612,630 2,656,094 3,094,852 3,121,873 ____________ Miscellaneous 804,912 720,561 706,050 846,687 1,097,943 839,850 ____________ TOTAL REVENUES 34,495,476 37,611,600 41,490,207 34,716,113 41,167,878 42,457,595 EXPENDITURE SUMMARY NON PROGRAM ___________ ___________ ___________ ___________ ___________ ____________ ____________ GENERAL GOVERNMENT CITY COUNCIL 110,886 105,989 129,252 90,253 124,152 133,870 ____________ CITY MANAGER 1,168,026 1,249,953 1,347,229 1,066,811 1,397,216 1,381,295 ____________ MUNICIPAL COURT 324,437 343,557 388,838 303,815 390,436 416,680 ____________ CUSTOMER RELATIONS-311 110,238 115,148 117,235 98,932 125,300 121,202 ____________ PLANNING & ZONING 182,850 220,517 727,715 160,608 635,491 376,123 ____________ LEGAL SERVICES 107,722 158,366 140,000 50,714 140,000 137,200 ____________ CITY SECRETARY 206,457 204,993 216,259 182,456 235,183 233,796 ____________ NONDEPARTMENTAL 2,669,901 2,443,351 2,411,310 1,983,367 2,138,237 2,585,203 ____________ PUBLIC AFFAIRS 557,109 603,792 658,486 531,436 663,917 662,691 ____________ ENGINEERING 659,370 870,162 959,634 723,900 959,414 1,310,418 ____________ GIS 187,174 0 0 0 0 0 ____________ TOTAL GENERAL GOVERNMENT 6,284,169 6,315,829 7,095,958 5,192,294 6,809,346 7,358,477 PUBLIC SAFETY POLICE 7,604,159 9,955,402 10,295,516 8,527,198 10,711,513 11,569,347 ____________ FIRE RESCUE 5,056,610 6,559,780 6,667,866 5,819,857 7,793,123 7,187,622 ____________ INSPECTIONS 903,194 974,332 1,088,400 844,560 1,093,923 1,239,045 ____________ NEIGHBORHOOD SERVICES 0 0 377,450 288,198 400,940 466,403 ____________ TOTAL PUBLIC SAFETY 13,563,963 17,489,515 18,429,232 15,479,813 19,999,499 20,462,417 PUBLIC ENVIRONMENT STREETS 1,521,424 1,413,809 2,037,970 1,438,826 2,067,417 2,438,381 ____________ TOTAL PUBLIC ENVIRONMENT 1,521,424 1,413,809 2,037,970 1,438,826 2,067,417 2,438,381 xxxxxxx 9 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKS & RECREATION PARKS 1,312,158 1,661,869 1,793,731 1,174,353 1,780,332 1,944,449 ____________ SWIM POOL 471,528 536,674 569,878 410,216 576,378 558,480 ____________ EVENT FACILITIES 320,479 307,775 384,945 314,311 419,883 414,060 ____________ TOTAL PARKS & RECREATION 2,104,164 2,506,318 2,748,554 1,898,879 2,776,593 2,916,989 CULTURAL LIBRARY 1,034,433 1,040,278 1,163,373 934,423 1,190,931 1,234,276 ____________ TOTAL CULTURAL 1,034,433 1,040,278 1,163,373 934,423 1,190,931 1,234,276 INTERNAL SERVICE INFORMATION TECHNOLOGY 1,821,503 2,517,577 2,707,439 2,183,720 2,631,436 2,927,601 ____________ HUMAN RESOURCES 668,639 666,392 748,319 527,276 690,511 750,433 ____________ FINANCE 634,265 687,033 704,969 600,149 725,064 755,716 ____________ PURCHASING & ASSET MGT 235,506 247,913 257,714 226,320 290,020 295,589 ____________ FLEET SERVICE 913,882 1,025,476 1,306,111 965,966 1,273,032 1,243,327 ____________ BUILDING MAINTENANCE 1,432,009 1,663,632 1,998,339 1,218,430 2,036,009 1,951,258 ____________ TOTAL INTERNAL SERVICE 5,705,803 6,808,023 7,722,891 5,721,861 7,646,072 7,923,924 MISC & PROJECTS PROJECTS 4,000,000 2,314,007 1,645,112 505,411 1,645,112 200,000 ____________ CITY'S ASSISTANCE 287,962 290,617 342,666 222,581 317,666 335,813 ____________ SEWER PROJECTS 0 0 285,000 0 285,000 0 ____________ COURT-RESTRICTED FUNDS 0 11,770 19,452 5,985 19,452 12,740 ____________ TOTAL MISC & PROJECTS 4,287,962 2,616,394 2,292,230 733,977 2,267,230 548,553 ____________ TOTAL EXPENDITURES 34,501,919 38,190,165 41,490,208 31,400,072 42,757,088 42,883,016 REVENUE OVER/(UNDER) EXPENDITURES ( 6,443) ( 578,566) ( 1) 3,316,041 ( 1,589,210) ( 425,421) =========== =========== =========== =========== =========== ============ ============ xxxxxxx 10 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411100 Advalorem Tax-Current 14,102,255 14,762,219 15,420,000 15,563,025 15,500,000 16,492,900 ____________ 000-411110 Disable Veterans Assist Pymnt 0 1,064,592 1,100,000 897,969 897,696 1,100,000 ____________ 000-411200 Advalorem Tax-Delinquent 46,115 68,737 50,000 16,871 63,702 50,000 ____________ 000-411300 Advalorem Tax-P&I 86,945 107,361 70,000 96,353 93,830 80,000 ____________ 000-411500 Sales Tax Revenue-Gen Fund 9,612,864 11,222,803 11,135,000 8,558,582 12,345,083 13,040,000 ____________ 000-411600 Bingo Tax 28 0 0 0 0 0 ____________ 000-411700 Mixed Beverage Tax 70,111 68,730 70,000 65,641 70,000 70,000 ____________ TOTAL Taxes 23,918,317 27,294,441 27,845,000 25,198,440 28,970,311 30,832,900 Franchises 000-421200 Center Point/Entex Energy 90,533 103,058 94,000 96,485 120,671 120,000 ____________ 000-421220 City Public Service 946,815 1,039,100 980,000 787,288 1,100,000 1,200,000 ____________ 000-421240 Guadalupe Valley Elec Co-op 441,211 457,842 460,000 334,739 450,000 475,000 ____________ 000-421250 New Braunfels Utilities 65,991 71,296 70,000 50,669 75,000 80,000 ____________ 000-421300 Spectrum-State Franchise 317,421 317,385 325,000 233,203 300,000 325,000 ____________ 000-421460 DIRECT TV Franchise Fee 92,736 27,032 100,000 62,805 75,059 75,000 ____________ 000-421480 Other Telecom Franchise - ROW 107,819 44,206 130,000 80,154 63,286 100,000 ____________ 000-421500 Solid Waste Franchise Fee 160,702 166,443 168,000 115,556 170,000 175,000 ____________ TOTAL Franchises 2,223,227 2,226,361 2,327,000 1,760,900 2,354,017 2,550,000 Permits 000-431100 Home Occupation Permit 560 665 525 350 525 550 ____________ 000-431205 Bldg Permit-Residential 588,824 475,336 601,400 250,864 350,000 513,000 ____________ 000-431210 Bldg Permit-Commercial 181,831 210,053 250,000 636,158 800,000 347,000 ____________ 000-431215 Bldg Permit-General 377,725 356,641 350,000 226,802 350,000 328,000 ____________ 000-431300 Mobile Home Permit 300 400 375 50 50 0 ____________ 000-431400 Signs Permit 4,875 6,668 5,000 5,031 5,000 5,500 ____________ 000-431500 Food Establishmnt Permit 69,780 73,410 70,000 51,535 70,000 71,000 ____________ 000-431700 Plumbing Permit 130,330 121,196 130,000 73,255 120,000 123,000 ____________ 000-431750 Electrical Permit 69,460 75,500 75,000 47,460 65,000 70,000 ____________ 000-431800 Mechanical Permit 68,640 53,800 68,000 36,040 55,000 60,000 ____________ 000-431900 Solicitor/Peddler Permit 2,256 2,890 2,000 1,960 2,227 2,000 ____________ 000-431950 Animal/Pet Permit 45 100 250 200 267 250 ____________ 000-432000 Cert of Occupancy Prmt 7,150 11,350 7,600 7,550 10,000 9,500 ____________ 000-432100 Security Alarm Permit 43,736 31,662 43,000 34,270 39,499 43,000 ____________ 000-432300 Grading/Clearing Permit 9,795 12,943 10,000 19,380 24,166 15,000 ____________ 000-432400 Development Permit 110,297 87,450 75,000 263,471 345,044 100,000 ____________ 000-435000 Fire Permit 35,693 27,718 30,000 24,028 28,978 30,000 ____________ TOTAL Permits 1,701,296 1,547,780 1,718,150 1,678,403 2,265,755 1,717,800 Licenses 000-441000 Alcohol Beverage License 7,783 9,620 8,200 6,233 8,500 8,500 ____________ 000-441300 Mobile Home License 120 80 120 120 120 120 ____________ 000-442000 Contractors License 40,680 35,900 41,000 28,180 30,000 37,000 ____________ 000-444000 Pet License 957 0 0 0 0 0 ____________ TOTAL Licenses 49,540 45,600 49,320 34,533 38,620 45,620 Fees xxxxxxx 11 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-451000 Municipal Court Fines 625,820 481,067 625,000 399,674 529,000 525,000 ____________ 000-451010 Texas Motor Carrier Fines 0 0 0 21,704 37,700 30,000 ____________ 000-451015 CVE Out of Service 0 250 0 1,900 2,453 3,000 ____________ 000-451100 Arrest Fee 21,404 14,040 21,300 12,810 17,160 12,000 ____________ 000-451110 Expunction Fee 100 0 100 0 0 0 ____________ 000-451200 Warrant Fees 67,368 56,474 67,400 46,334 63,000 53,000 ____________ 000-451220 Officer Jury Fee 91 0 200 0 200 0 ____________ 000-451310 Restitution Fee-Local 126 103 100 0 0 0 ____________ 000-451340 Judicial Fee-City 1,531 544 1,524 304 432 300 ____________ 000-451400 Traffic Fine Costs TTL 9,930 5,839 9,924 5,474 7,349 6,000 ____________ 000-451510 Juvenile Case Mgmt Fee 12,774 4,543 12,768 2,540 3,664 3,000 ____________ 000-451520 Truancy Fees 13,592 12,459 13,584 12,498 16,000 14,000 ____________ 000-451530 Local Municipal Jury Fund 227 238 225 243 317 150 ____________ 000-451600 Technology Fund Fee 19,459 13,233 19,452 11,840 15,916 13,000 ____________ 000-451700 Security Fee 18,904 14,437 18,900 13,505 18,050 15,000 ____________ 000-451800 Time Payment Fee-City 4,148 2,617 4,140 4,041 5,583 4,000 ____________ 000-451850 State Fines 10% Service Fee 32,615 27,691 32,612 24,548 21,200 15,000 ____________ 000-451900 DPS Payment-Local 5,059 4,353 5,052 3,782 4,947 4,000 ____________ 000-452000 Child Safety Fee 5,890 4,800 5,880 3,856 5,917 5,000 ____________ 000-452100 Platting Fees 31,250 44,500 54,000 41,250 54,000 54,000 ____________ 000-452200 Site Plan Fee 10,500 19,000 23,000 18,500 23,000 23,000 ____________ 000-452300 Plan Check Fee 552,174 462,928 600,000 457,155 700,000 570,000 ____________ 000-452320 Tree Mitigation Admin Fee 10,707 38,738 15,000 11,550 15,000 15,000 ____________ 000-452400 BOA/Variance Fees 1,000 1,500 2,500 2,500 3,000 2,500 ____________ 000-452600 Specific Use/Zone Chng Fee 22,090 34,300 26,450 33,000 35,000 26,450 ____________ 000-452710 Zoning Ltr & Dev Rights 3,300 2,700 2,550 4,350 5,000 2,550 ____________ 000-453100 Reinspection Fees 202,351 179,625 190,000 155,825 190,000 190,000 ____________ 000-453110 Swim Pool Inspection Fee 2,970 3,410 2,500 660 2,500 2,900 ____________ 000-453200 Lot Abatement 8,552 6,525 5,000 6,025 5,000 6,700 ____________ 000-453211 Admin Fee-Inspections 11,200 3,000 10,000 10,000 10,000 10,000 ____________ 000-453310 Misc Inspection Fees 300 0 0 0 0 0 ____________ 000-453710 Foster Care 600 300 500 50 300 500 ____________ 000-454200 Pool Gate Admission Fee 12,339 21,545 22,000 18,590 22,000 22,000 ____________ 000-454300 Seasonal Pool Pass Fee 1,380 6,730 4,000 6,495 6,500 4,000 ____________ 000-456110 Senior Center Memberships 0 0 0 19,366 25,000 16,000 ____________ 000-456120 Senior Center Meal Fee 19,371 28,205 20,000 12,950 20,000 20,000 ____________ 000-456500 HAZ MAT Fees 0 0 5,000 0 5,000 5,000 ____________ 000-456600 Fire Re-inspection Fee 650 300 750 50 100 700 ____________ 000-458000 Sale of General Fixed Assets 0 0 0 37,572 37,572 0 ____________ 000-458100 Sale of Merchandise 360 90 0 0 0 0 ____________ 000-458110 Sale of Mdse - GovDeals 53,563 126,933 100,000 5,391 9,700 100,000 ____________ 000-458350 Gain on Sale of Fixed Assets 0 3,800 0 0 0 0 ____________ 000-458400 Civic Center Rental Fees 5,275 42,904 140,000 243,547 215,000 225,000 ____________ 000-458401 Capital Recovery Fee-Civic C 11,500 7,775 0 2,425 0 0 ____________ 000-458402 Civic Center Ancillary Fees 200 210 0 1,040 0 0 ____________ 000-458450 North Center Rental Fees 15,875 26,094 18,000 32,188 31,000 28,000 ____________ 000-458460 Senior Center Rental 3,500 0 7,000 1,400 1,867 7,000 ____________ 000-458500 Community Center Rental Fees 16,778 32,505 25,000 46,782 46,000 40,000 ____________ 000-458501 Community Center Service Fees 550 500 0 800 0 0 ____________ 000-458510 Grand Ballroom Rental Fees 115,336 51,501 0 ( 30,694) 0 0 ____________ xxxxxxx 12 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-458520 Cut-Off Hall Rental Fees 10,568 8,016 0 600 0 0 ____________ 000-458530 Conference Hall Rental Fees 1,963 506 0 0 0 0 ____________ 000-458540 Bluebonnet Hall Rental Fees 25,726 19,974 0 ( 2,938) 0 0 ____________ 000-458550 Pavilion Rental Fees 4,590 24,308 20,000 19,805 23,933 25,000 ____________ 000-458551 Equipment Rentals-Parks 0 0 0 40 53 0 ____________ 000-458560 Chamber of Comm Rent 7,800 7,800 7,800 5,850 7,800 7,800 ____________ 000-458570 Non-Resident SYSA League 8,590 9,160 10,000 7,500 10,000 10,000 ____________ 000-458580 HOA Meeting Rental Fees 1,125 825 0 0 0 0 ____________ 000-458581 Funeral Reception Rental Fees 600 675 0 0 0 0 ____________ 000-458582 Quality of Life Rental Fees 5,430 6,150 0 0 0 0 ____________ 000-458590 Cancellation Fees-Event Renta 6,445 1,600 0 1,900 2,000 1,500 ____________ 000-458650 NonResident User Fee-BVYA 6 12,600 10,000 8,240 10,000 0 ____________ 000-458660 BVYA Utility Reimbursement 0 18,338 15,000 6,486 15,000 15,000 ____________ 000-458670 SYSA Utility Reimbursement 4,494 5,863 7,500 6,651 7,500 7,500 ____________ 000-458675 Lions Futbol Utility Reimbrsm 16,098 22,580 15,000 12,032 15,000 15,000 ____________ 000-458685 Recreation Programs 0 2,431 1,000 ( 25) 50 1,000 ____________ 000-458685.Rec Prgrm-Kickball Leagues 84 7,105 2,600 4,930 6,000 2,600 ____________ 000-458700 Vehicle Impoundment 14,060 11,580 11,000 9,930 12,500 0 ____________ 000-459200 NSF Check Fee 125 0 100 0 0 0 ____________ 000-459300 Notary Fee 48 84 48 48 50 50 ____________ 000-459400 Maps,Copies,UDC & Misc Fees 5 0 0 0 0 0 ____________ 000-459600 Animal Adoption Fee 14,075 10,955 9,000 8,635 12,000 12,000 ____________ 000-459700 Pet Impoundment Fee 11,227 9,436 7,000 9,486 13,000 13,000 ____________ 000-459800 Police Reports Fee 5,248 6,924 5,000 4,425 5,000 5,000 ____________ TOTAL Fees 2,091,014 1,975,216 2,232,459 1,807,416 2,351,312 2,189,200 Fines & Forfeitures 000-463000 Library Fines 7,053 8,477 9,000 8,698 9,000 9,000 ____________ TOTAL Fines & Forfeitures 7,053 8,477 9,000 8,698 9,000 9,000 Inter-Jurisdictional 000-473100 Bexar Co - Fire 21,078 35,130 21,077 7,026 21,077 21,077 ____________ 000-473200 City of Seguin-Fire Contract 30,108 33,453 30,107 22,302 30,107 30,107 ____________ 000-473300 Guadalupe Co-Library 217,152 203,191 217,000 180,960 217,152 220,000 ____________ 000-474200 Library Services-Cibolo 40,030 40,000 40,000 40,000 40,000 40,000 ____________ 000-474210 Library Services-Selma 26,505 25,020 26,000 24,825 24,825 25,000 ____________ 000-474400 Dispatch Service-Cibolo 160,000 83,000 160,000 163,000 163,000 160,000 ____________ 000-474600 School Crossing Guard-Bexar C 39,171 41,212 36,000 30,172 36,000 36,000 ____________ 000-474610 School Cross Guard-Guadalupe 43,821 47,822 41,000 39,581 46,822 41,000 ____________ 000-474620 School Crossing Guards - Coma 0 1,813 1,900 14,571 14,571 1,900 ____________ 000-474700 School Officer Funding 355,810 363,708 367,514 183,756 367,514 551,268 ____________ 000-474750 Crime Victim Liaison Agreemen 62,500 25,000 50,000 18,750 25,000 25,000 ____________ TOTAL Inter-Jurisdictional 996,174 899,348 990,598 724,943 986,068 1,151,352 Fund Transfers 000-480000 Indirect Costs-EMS 179,100 182,682 212,740 177,283 212,735 216,994 ____________ 000-480100 Indirect Costs-Hotel/Motel 74,428 72,464 74,443 62,036 74,441 69,915 ____________ 000-481000 Transfer In - Reserves 0 0 2,289,008 0 0 0 ____________ 000-482300 Transfer In-Resrv Child Safet 0 0 25,000 0 0 0 ____________ 000-485000 Interfund Charges-Drainage-5% 243,112 285,506 308,010 256,675 308,002 320,073 ____________ xxxxxxx 13 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-486000 Interfund Chrges-Admin W&S 1,385,000 1,450,827 1,478,230 1,231,858 1,478,193 1,493,620 ____________ 000-486202 Transfer In-Water&Sewer Fund 0 0 4,000 0 4,000 4,000 ____________ 000-486203 Transfer In-EMS 0 0 4,000 0 4,000 4,000 ____________ 000-486204 Transfer In-Drainage 0 0 1,000 0 1,000 1,000 ____________ 000-487000 Interfund Charges-Fleet 360,667 397,666 505,509 421,258 505,496 470,050 ____________ 000-488000 Interfund Charges-4B 461,636 504,669 506,984 506,984 506,984 542,221 ____________ 000-489000 Transfer In 0 0 203,706 0 0 0 ____________ TOTAL Fund Transfers 2,703,943 2,893,814 5,612,630 2,656,094 3,094,852 3,121,873 Miscellaneous 000-491000 Interest Earned 26,057 7,536 15,000 5,855 10,000 25,000 ____________ 000-491200 Investment Income 251,154 52,592 120,000 65,565 75,000 150,000 ____________ 000-491900 Unrealized Gain/Loss-CapOne 22,942 ( 30,999) 0 ( 57,115) ( 40,000) 0 ____________ 000-493000 Donations-Others 100 500 0 0 0 0 ____________ 000-493120 Donations-Public Library 2,166 1,798 10,000 1,145 3,000 10,000 ____________ 000-493400 Donations-Animal Control 3,978 2,905 5,000 3,821 5,000 5,000 ____________ 000-493401 Donations-A/C Microchip 1,080 1,045 0 85 0 0 ____________ 000-493402 Donations-Spay&Neuter 0 0 0 70 0 0 ____________ 000-493460 Donations- Parks 500 0 10,000 0 0 0 ____________ 000-493465 Donations-Senior Center 6,068 1,711 10,000 4,619 5,000 10,000 ____________ 000-493502 Donations-PD 200 450 500 0 0 0 ____________ 000-493503 Donation-Fire Rescue 2,200 800 1,000 0 1,000 1,000 ____________ 000-493618 Donation - Veteran's Memorial 1,350 2,100 1,250 2,630 3,000 1,250 ____________ 000-493700 July 4th Activities 249 27,721 26,000 27,750 27,750 26,000 ____________ 000-493701 Proceeds-Holidazzle 12,320 3,290 12,500 21,600 21,600 12,500 ____________ 000-493704 Moving on Main 100 9,950 4,000 8,700 8,700 4,000 ____________ 000-493706 Music, Movies in the Park 8,000 0 0 8,000 8,000 8,000 ____________ 000-493707 Cornhole League 0 2,260 0 380 0 2,000 ____________ 000-494481 LawEnforcemtOfficersStnd&Educ 5,082 4,489 5,000 4,152 4,152 5,000 ____________ 000-494482 Grants-Police, Fire, Gen Fund 0 541 12,500 0 0 0 ____________ 000-495100 Mobile Stage Rental Fees 1,550 0 0 3,600 3,600 0 ____________ 000-497000 Misc Income-Gen Fund 60,081 176,674 50,000 46,995 40,759 60,000 ____________ 000-497005 Schertz Magazine Advertising 133,575 155,537 140,000 117,993 142,000 145,000 ____________ 000-497100 Misc Income-Police 7,545 15,738 9,000 6,859 9,676 9,000 ____________ 000-497150 Misc Income-Fire Department 0 0 0 0 0 0 ____________ 000-497200 Misc Income-Library 2,236 4,785 3,000 3,251 3,000 3,000 ____________ 000-497210 Misc Income-Library Copier 9,674 9,021 15,000 11,532 14,000 14,000 ____________ 000-497300 Misc Income-Animal Control 224 721 800 330 500 500 ____________ 000-497400 Misc Income-Streets Dept 22,532 13,207 50,000 31,148 40,000 50,000 ____________ 000-497460 Misc Income-Parks 11,037 288 0 75 75 0 ____________ 000-497500 Misc Income-TML Ins. Claims 36,015 62,834 25,000 7,492 12,000 25,000 ____________ 000-497550 Misc Income-TML WC Reimbursmn 11,129 45,649 10,000 50,461 60,000 10,000 ____________ 000-497600 Misc Income-Vending Mach 1,382 800 2,500 965 1,200 1,600 ____________ 000-497610 Misc Income-Muni Court 0 0 0 2 0 0 ____________ 000-498000 Reimbursmnt-Gen Fund 47,542 0 20,000 0 0 20,000 ____________ 000-498105 Reimbursmt Police OT-DEA 30,802 38,501 35,000 22,517 35,000 35,000 ____________ 000-498110 Reimburmnt Fire-Emg Acti-OT 72,533 88,294 100,000 446,209 594,931 200,000 ____________ 000-498150 Reimbursement - Library 13,509 19,824 13,000 0 9,000 7,000 ____________ TOTAL Miscellaneous 804,912 720,561 706,050 846,687 1,097,943 839,850 ____________ TOTAL REVENUES 34,495,476 37,611,600 41,490,207 34,716,113 41,167,878 42,457,595 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 14 of 263 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 xxxxxxx 15 of 263 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. xxxxxxx 16 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 8 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY COUNCIL ============ Personnel Services 150-511110 Regular 26,714 25,189 25,423 20,418 25,423 28,054 ____________ 150-511240 Allowances 9,659 9,940 9,971 8,172 9,971 10,729 ____________ 150-511310 FICA-Employer 2,699 2,694 2,708 2,198 2,708 2,967 ____________ TOTAL Personnel Services 39,072 37,823 38,102 30,788 38,102 41,750 Supplies 150-521000 Operating Supplies 312 54 500 137 500 735 ____________ 150-521100 Office Supplies 98 205 250 166 250 343 ____________ TOTAL Supplies 410 259 750 303 750 1,078 City Support Services 150-532350 Software Maintenance 4,500 0 4,500 0 0 0 ____________ 150-532600 City Elections 30,680 39,127 42,000 31,652 42,000 44,100 ____________ 150-532800 Special Events 7,297 6,857 10,500 6,724 10,500 10,780 ____________ TOTAL City Support Services 42,476 45,985 57,000 38,376 52,500 54,880 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 150-534200 Printing & Binding 212 86 300 188 300 343 ____________ TOTAL Operations Support 212 86 300 188 300 343 Staff Support 150-535100 Uniforms 268 308 400 162 300 392 ____________ 150-535200 Awards 75 1,874 2,000 0 1,500 1,470 ____________ 150-535300 Memberships 12,028 12,413 13,000 8,118 13,000 12,740 ____________ 150-535400 Publications 57 0 200 139 200 147 ____________ 150-535500 Training/Travel 12,338 5,243 11,500 10,029 11,500 17,150 ____________ TOTAL Staff Support 24,765 19,838 27,100 18,448 26,500 31,899 Professional Services 150-541300 Other Consl/Prof Services 3,950 2,000 6,000 2,150 6,000 3,920 ____________ TOTAL Professional Services 3,950 2,000 6,000 2,150 6,000 3,920 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL CITY COUNCIL 110,886 105,989 129,252 90,253 124,152 133,870 xxxxxxx 17 of 263 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 communi ty. ORGANIZATIONAL CHART Mayor & City Council City Manager xxxxxxx 18 of 263 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 $1,353,516 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 $1,381,295 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 1.1% 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. xxxxxxx 19 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 9 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY MANAGER ============ Personnel Services 151-511110 Regular 859,271 909,335 919,010 776,381 970,225 992,708 ____________ 151-511120 Overtime 1,063 499 240 1,428 2,000 240 ____________ 151-511180 LTD 555 0 0 0 0 0 ____________ 151-511210 Longevity 6,332 6,696 7,461 3,841 3,841 5,354 ____________ 151-511230 Certification Allowance 0 2,205 1,170 1,675 2,025 1,820 ____________ 151-511240 Allowances 7,200 7,200 6,912 6,092 7,477 6,912 ____________ 151-511310 FICA - Employer 59,328 64,896 70,956 53,539 75,396 76,487 ____________ 151-511350 TMRS-Employer 139,795 151,271 153,086 112,061 157,839 164,930 ____________ 151-511410 Health-Employer 79,541 89,103 100,468 74,516 94,075 103,491 ____________ 151-511500 Workers' Compensation 951 1,286 1,460 1,351 1,351 1,574 ____________ TOTAL Personnel Services 1,154,036 1,232,491 1,260,763 1,030,883 1,314,229 1,353,516 Supplies 151-521100 Office Supplies 1,481 1,064 1,607 929 1,200 1,470 ____________ TOTAL Supplies 1,481 1,064 1,607 929 1,200 1,470 City Support Services 151-532800 Special Events 3,809 3,697 2,000 1,328 2,000 1,960 ____________ TOTAL City Support Services 3,809 3,697 2,000 1,328 2,000 1,960 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 151-534200 Printing & Binding 0 0 50 0 0 0 ____________ TOTAL Operations Support 0 0 50 0 0 0 Staff Support 151-535100 Uniforms 887 35 775 384 775 760 ____________ 151-535200 Employee Recognition 1,383 755 2,500 1,484 5,000 4,900 ____________ 151-535300 Memberships 2,336 3,182 4,322 3,804 4,000 3,920 ____________ 151-535400 Publications 399 295 500 305 500 490 ____________ 151-535500 Training/Travel 3,053 6,143 14,400 13,018 11,500 11,270 ____________ 151-535510 Meeting Expenses 571 1,091 2,600 963 300 2,940 ____________ 151-535600 Professional Certification 71 0 71 71 71 70 ____________ TOTAL Staff Support 8,700 11,502 25,168 20,030 22,146 24,349 Professional Services 151-541300 Other Consl/Prof Services 0 0 13,641 13,641 13,641 0 ____________ TOTAL Professional Services 0 0 13,641 13,641 13,641 0 xxxxxxx 20 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 10 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 151-571000 Furniture & Fixtures 0 1,200 0 0 0 0 ____________ TOTAL Operating Equipment 0 1,200 0 0 0 0 Capital Outlay 151-581200 Vehicles & Access. Over $5,00 0 0 44,000 0 44,000 0 ____________ TOTAL Capital Outlay 0 0 44,000 0 44,000 0 ________________________________________________________________________________________________________________________________________ TOTAL CITY MANAGER 1,168,026 1,249,953 1,347,229 1,066,811 1,397,216 1,381,295 xxxxxxx 21 of 263 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, pro viding 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 th rough 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. xxxxxxx 22 of 263 • 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 xxxxxxx 23 of 263 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 $329,450 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 $416,680 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 prosecut or rates. xxxxxxx 24 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 11 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ MUNICIPAL COURT =============== Personnel Services 152-511110 Regular 179,388 192,215 198,234 174,229 218,816 211,171 ____________ 152-511120 Overtime 169 210 192 223 250 960 ____________ 152-511180 LTD 139 0 0 0 0 0 ____________ 152-511210 Longevity 7,402 7,978 8,739 8,739 8,739 9,635 ____________ 152-511230 Certification Allowance 485 1,186 1,152 2,056 2,553 2,477 ____________ 152-511310 FICA - Employer 13,039 14,584 15,895 13,451 17,622 17,052 ____________ 152-511350 TMRS-Employer 29,978 32,909 34,070 27,674 36,892 36,674 ____________ 152-511410 Health-Employer 39,532 43,808 47,619 40,341 49,284 51,130 ____________ 152-511500 Workers' Compensation 87 270 327 303 303 351 ____________ TOTAL Personnel Services 270,220 293,161 306,228 267,016 334,459 329,450 Supplies 152-521000.Operating Supplies - CVE 0 0 0 0 0 98 ____________ 152-521100 Office Supplies 1,559 1,403 1,500 806 1,100 1,470 ____________ TOTAL Supplies 1,559 1,403 1,500 806 1,100 1,568 City Support Services 152-532800 Special Events 741 472 500 234 300 980 ____________ TOTAL City Support Services 741 472 500 234 300 980 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 152-534200 Printing & Binding 38 302 2,000 0 2,000 1,960 ____________ TOTAL Operations Support 38 302 2,000 0 2,000 1,960 Staff Support 152-535100 Uniforms 579 489 600 0 600 588 ____________ 152-535300 Memberships 545 655 810 520 590 794 ____________ 152-535400 Publications 0 15 500 353 279 490 ____________ 152-535500 Training/Travel 1,955 978 3,500 1,273 2,000 3,920 ____________ 152-535500.Training/Travel - Juv Case Mg 109 0 0 0 0 0 ____________ 152-535510 Meeting Expenses 977 639 1,500 224 1,200 1,470 ____________ TOTAL Staff Support 4,164 2,777 6,910 2,370 4,669 7,262 Court Support 152-536500 Court/Jury Cost 372 0 3,000 132 540 980 ____________ TOTAL Court Support 372 0 3,000 132 540 980 xxxxxxx 25 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 12 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 152-541310 Judges Services 30,475 27,000 37,000 19,825 27,000 36,260 ____________ 152-541320 Prosecutor Services 15,219 16,298 24,000 9,735 15,000 29,204 ____________ 152-541330 Interpreter Services 0 81 700 0 0 490 ____________ TOTAL Professional Services 45,694 43,379 61,700 29,560 42,000 65,954 Maintenance Services 152-551800 Other Maintenance Agreements 1,650 2,065 3,000 2,060 1,868 8,526 ____________ TOTAL Maintenance Services 1,650 2,065 3,000 2,060 1,868 8,526 Operating Equipment 152-571000 Furniture & Fixtures 0 0 4,000 1,637 3,500 0 ____________ TOTAL Operating Equipment 0 0 4,000 1,637 3,500 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL MUNICIPAL COURT 324,437 343,557 388,838 303,815 390,436 416,680 xxxxxxx 26 of 263 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 xxxxxxx 27 of 263 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 $120,658 Supplies 149 100 123 Staff Support 342 430 421 Operating Equipment 0 0 0 Total $115,148 $125,300 $121,202 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 3.3% from the FY 2021-22 year end estimates with no changes to operation. xxxxxxx 28 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 13 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CUSTOMER RELATIONS-311 ====================== Personnel Services 153-511110 Regular 80,642 84,225 84,512 71,965 90,910 86,895 ____________ 153-511120 Overtime 127 379 239 242 225 246 ____________ 153-511180 LTD 47 0 0 0 0 0 ____________ 153-511210 Longevity 1,774 2,038 2,302 2,302 2,302 2,627 ____________ 153-511310 FICA - Employer 6,043 6,545 6,652 5,615 7,140 6,859 ____________ 153-511350 TMRS-Employer 13,200 14,151 14,246 11,109 14,948 14,689 ____________ 153-511410 Health-Employer 7,406 7,203 8,617 7,371 9,118 9,201 ____________ 153-511500 Workers' Compensation 99 117 137 127 127 141 ____________ TOTAL Personnel Services 109,338 114,658 116,705 98,731 124,770 120,658 Supplies 153-521100 Office Supplies 99 149 100 53 100 123 ____________ TOTAL Supplies 99 149 100 53 100 123 Staff Support 153-535100 Uniforms 196 70 180 148 180 176 ____________ 153-535300 Memberships 0 97 0 0 0 0 ____________ 153-535500 Training/Travel 604 175 250 0 250 245 ____________ TOTAL Staff Support 800 342 430 148 430 421 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL CUSTOMER RELATIONS-311 110,238 115,148 117,235 98,932 125,300 121,202 xxxxxxx 29 of 263 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 provi des 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 re sidents. • 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. xxxxxxx 30 of 263 • 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. xxxxxxx 31 of 263 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 xxxxxxx 32 of 263 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $210,013 $197,545 $338,802 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 $376,123 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. xxxxxxx 33 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 14 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PLANNING & ZONING ================= Personnel Services 154-511110 Regular 127,131 140,148 184,062 102,375 127,985 225,095 ____________ 154-511120 Overtime 1,365 3,748 4,922 3,839 4,922 5,576 ____________ 154-511180 LTD 92 0 0 0 0 0 ____________ 154-511210 Longevity 1,296 1,055 1,016 926 926 1,198 ____________ 154-511230 Certification Allowance 104 0 0 0 0 0 ____________ 154-511310 FICA - Employer 9,494 10,641 15,220 7,600 10,238 17,734 ____________ 154-511350 TMRS-Employer 20,895 23,698 32,595 14,435 21,433 37,978 ____________ 154-511410 Health-Employer 18,932 30,471 42,648 26,795 31,758 50,865 ____________ 154-511500 Workers' Compensation 162 252 306 283 283 356 ____________ TOTAL Personnel Services 179,471 210,013 280,769 156,253 197,545 338,802 Supplies 154-521000 Operating Supplies 225 89 620 301 620 608 ____________ 154-521100 Office Supplies 530 718 1,200 999 1,200 1,176 ____________ 154-521600 Equip Maint Supplies 0 0 200 0 200 196 ____________ TOTAL Supplies 755 807 2,020 1,300 2,020 1,980 City Support Services 154-532400 Computer Fees & Licenses 0 0 9,000 0 0 0 ____________ TOTAL City Support Services 0 0 9,000 0 0 0 Operations Support 154-534200 Printing & Binding 81 129 248 0 248 243 ____________ TOTAL Operations Support 81 129 248 0 248 243 Staff Support 154-535100 Uniforms 150 306 850 300 850 833 ____________ 154-535300 Memberships 1,013 1,128 2,073 1,270 2,073 2,411 ____________ 154-535400 Publications 254 0 500 89 500 490 ____________ 154-535500 Training/Travel Staff ( 297) 790 22,626 0 22,626 23,118 ____________ 154-535500.Training/Travel Commission 794 950 7,390 714 7,390 7,242 ____________ 154-535510 Meeting Expenses 0 0 500 347 500 490 ____________ TOTAL Staff Support 1,914 3,174 33,939 2,719 33,939 34,584 Professional Services 154-541400 Consulting 0 0 400,000 0 400,000 0 ____________ 154-541500 State/County Admin Fees 36 20 100 50 100 196 ____________ TOTAL Professional Services 36 20 400,100 50 400,100 196 xxxxxxx 34 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 15 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 154-571000 Furniture & Fixtures 593 6,375 1,639 285 1,639 319 ____________ TOTAL Operating Equipment 593 6,375 1,639 285 1,639 319 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PLANNING & ZONING 182,850 220,517 727,715 160,608 635,491 376,123 xxxxxxx 35 of 263 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. xxxxxxx 36 of 263 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 xxxxxxx 37 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 16 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LEGAL SERVICES ============== Operations Support 155-534100 Advertising/Legal Notices 4,342 8,120 10,000 2,494 10,000 9,800 ____________ TOTAL Operations Support 4,342 8,120 10,000 2,494 10,000 9,800 Professional Services 155-541200 Legal Svcs 103,379 150,246 130,000 48,221 130,000 127,400 ____________ TOTAL Professional Services 103,379 150,246 130,000 48,221 130,000 127,400 ________________________________________________________________________________________________________________________________________ TOTAL LEGAL SERVICES 107,722 158,366 140,000 50,714 140,000 137,200 xxxxxxx 38 of 263 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. xxxxxxx 39 of 263 • 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 xxxxxxx 40 of 263 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 $214,171 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 $233,796 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 0.6% from the FY 2021-22 year-end estimate with no changes to operation. xxxxxxx 41 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 17 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY SECRETARY ============== Personnel Services 164-511110 Regular 139,068 142,073 143,010 128,946 160,045 155,134 ____________ 164-511180 LTD 95 0 0 0 0 0 ____________ 164-511210 Longevity 1,804 2,125 2,072 2,072 2,072 2,336 ____________ 164-511310 FICA - Employer 10,069 10,810 11,092 9,837 12,402 12,039 ____________ 164-511350 TMRS-Employer 22,526 23,546 23,754 19,523 25,963 25,782 ____________ 164-511410 Health-Employer 19,391 15,806 17,353 14,777 18,240 18,632 ____________ 164-511500 Workers' Compensation 148 193 228 211 211 248 ____________ TOTAL Personnel Services 193,102 194,552 197,509 175,366 218,933 214,171 Supplies 164-521100 Office Supplies 910 1,082 1,150 778 1,150 1,127 ____________ TOTAL Supplies 910 1,082 1,150 778 1,150 1,127 City Support Services 164-532700 Records Management 7,213 5,921 10,000 3,523 10,000 11,760 ____________ TOTAL City Support Services 7,213 5,921 10,000 3,523 10,000 11,760 Operations Support 164-534200 Printing & Binding 0 43 150 139 150 147 ____________ TOTAL Operations Support 0 43 150 139 150 147 Staff Support 164-535100 Uniforms 0 0 100 0 100 98 ____________ 164-535300 Memberships 370 722 750 713 750 1,005 ____________ 164-535400 Publications 901 476 600 464 600 588 ____________ 164-535500 Training/Travel 3,962 1,945 5,000 1,473 3,500 4,900 ____________ TOTAL Staff Support 5,232 3,144 6,450 2,650 4,950 6,591 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 164-571000 Furniture & Fixtures 0 250 1,000 0 0 0 ____________ TOTAL Operating Equipment 0 250 1,000 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CITY SECRETARY 206,457 204,993 216,259 182,456 235,183 233,796 xxxxxxx 42 of 263 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 . xxxxxxx 43 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 18 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NONDEPARTMENTAL =============== City Support Services 167-532200 County Appraisal District 240,279 228,143 245,000 187,762 245,000 240,100 ____________ 167-532500 City Insurance-Commercial 243,251 260,108 265,000 310,747 320,000 337,120 ____________ 167-532900 Contingencies 3,494 291,297 138,411 16,336 0 186,200 ____________ 167-532901 Contingencies-Personnel 0 0 190,500 0 0 186,200 ____________ TOTAL City Support Services 487,024 779,549 838,911 514,845 565,000 949,620 Utility Services 167-533200 Electric Utility Services 0 7,123 0 0 0 0 ____________ TOTAL Utility Services 0 7,123 0 0 0 0 Operations Support 167-534000 Postage 8,096 6,841 8,000 5,994 8,000 8,820 ____________ 167-534300 Equipment Maint - Copiers 106,910 113,791 110,000 97,904 110,000 112,700 ____________ 167-534500 Memberships - Organizations 8,900 0 0 0 0 0 ____________ 167-534810 Electronic Filing Services 386 21,286 22,000 1,110 5,000 4,900 ____________ 167-534999 Misc. Expense 70,086 0 0 0 0 0 ____________ TOTAL Operations Support 194,378 141,919 140,000 105,008 123,000 126,420 Staff Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Assistance 167-537100 Medical Services-EMS Contract 602,583 667,049 695,645 695,644 695,645 711,004 ____________ 167-537200 Main Street Local Program 88,588 118,115 50,000 37,196 50,000 49,000 ____________ 167-537450 Tax Reimbursements/Abatements 1,223,379 621,736 570,000 578,588 578,588 607,600 ____________ TOTAL City Assistance 1,914,550 1,406,900 1,315,645 1,311,428 1,324,233 1,367,604 Professional Services 167-541500 State/County Admin Fees 0 126 125 35 125 123 ____________ 167-541600 Misc Bank Charges 746 971 750 823 900 980 ____________ 167-541800 Credit Card Service Fee 69,943 94,440 85,000 41,312 85,000 98,000 ____________ 167-541810 Credit Cards Fees - AMEX 2,886 4,751 2,900 9,917 12,000 14,700 ____________ TOTAL Professional Services 73,575 100,288 88,775 52,087 98,025 113,803 Fund Charges/Transfers 167-548000 Transfer Out 0 ( 1,516) 0 0 0 0 ____________ 167-548106 Transfer Out- Special Events 205 ( 1,472) 0 0 0 0 ____________ 167-548204 Transfer Out - Drainage 0 0 17,229 0 17,229 17,222 ____________ 167-548615 Transfer Out - Hist. Committe 169 3,109 10,750 0 10,750 10,535 ____________ TOTAL Fund Charges/Transfers 374 122 27,979 0 27,979 27,757 xxxxxxx 44 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 19 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay 167-581010 Land Purchase 0 7,450 0 0 0 0 ____________ TOTAL Capital Outlay 0 7,450 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NONDEPARTMENTAL 2,669,901 2,443,351 2,411,310 1,983,367 2,138,237 2,585,203 xxxxxxx 45 of 263 DEPARTMENT: 170 PUBLIC AFFAIRS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Public Affairs Department serves an internal audience of 3 86 employees, elected and appointed officials, as well as an estimated city population of 4 1,000. 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 regi onal 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 provid ing accurate information. xxxxxxx 46 of 263 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 xxxxxxx 47 of 263 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 $348,351 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 $662,691 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. xxxxxxx 48 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 20 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PUBLIC AFFAIRS ============== Personnel Services 170-511110 Regular 212,791 222,760 227,341 198,539 249,138 241,679 ____________ 170-511120 Overtime 247 206 1,010 488 500 1,038 ____________ 170-511180 LTD 149 0 0 0 0 0 ____________ 170-511210 Longevity 3,808 4,336 5,290 4,990 4,990 5,597 ____________ 170-511230 Certification Allowance 650 0 1,248 0 0 0 ____________ 170-511310 FICA - Employer 15,738 16,938 17,953 15,095 19,479 18,979 ____________ 170-511350 TMRS-Employer 34,775 37,119 38,446 30,387 40,779 40,643 ____________ 170-511410 Health-Employer 28,640 31,365 33,825 30,248 37,410 40,026 ____________ 170-511500 Workers' Compensation 228 305 368 340 340 389 ____________ TOTAL Personnel Services 297,026 313,029 325,481 280,088 352,636 348,351 Supplies 170-521000 Operating Supplies 146 973 400 305 400 392 ____________ 170-521100 Office Supplies 418 689 700 502 700 686 ____________ TOTAL Supplies 564 1,663 1,100 807 1,100 1,078 City Support Services 170-532800 Other Events 990 0 1,000 528 1,000 490 ____________ TOTAL City Support Services 990 0 1,000 528 1,000 490 Operations Support 170-534000 Postage 6,784 17,219 18,800 9,152 12,000 14,700 ____________ 170-534100 Advertising 6,549 7,604 8,300 3,862 8,300 8,428 ____________ 170-534200 Printing & Binding 13,633 13,801 19,715 13,384 20,000 24,500 ____________ 170-534500 Memberships - Organizations 255 255 340 255 255 270 ____________ 170-534550 Business Meetings/Networking 144 240 280 160 200 274 ____________ TOTAL Operations Support 27,366 39,119 47,435 26,813 40,755 48,172 Staff Support 170-535100 Uniforms 76 197 240 82 200 196 ____________ 170-535400 Publications 88 0 200 60 50 49 ____________ 170-535500 Training/Travel 2,278 2,734 10,480 2,970 3,500 7,350 ____________ 170-535510 Meeting Expenses 341 232 350 176 176 245 ____________ TOTAL Staff Support 2,782 3,163 11,270 3,288 3,926 7,840 Professional Services 170-541300 Other/Consl/Prof Services 14,620 24,076 32,500 25,667 24,900 16,660 ____________ 170-541305 Prof Services-Writers/Photogr 6,360 11,714 10,000 7,948 10,000 9,800 ____________ 170-541350 Magazine-Printing Services 90,962 94,369 114,000 91,065 114,000 117,600 ____________ 170-541355 Design Services 63,304 62,208 65,000 57,024 65,000 63,700 ____________ 170-541360 Magazine-Postage 52,383 54,451 50,000 38,208 50,000 49,000 ____________ 170-541365 Delivery Services 750 0 0 0 0 0 ____________ TOTAL Professional Services 228,379 246,818 271,500 219,912 263,900 256,760 xxxxxxx 49 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 21 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 170-571500 Operating Equipment 0 0 700 0 600 0 ____________ TOTAL Operating Equipment 0 0 700 0 600 0 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC AFFAIRS 557,109 603,792 658,486 531,436 663,917 662,691 xxxxxxx 50 of 263 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 identificatio n 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 standard s, 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. xxxxxxx 51 of 263 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 City Manager Assistant City Manager Development Engineering xxxxxxx 52 of 263 • Update of Water and Wastewater Master Plans and updated Impact Fee Ordinance • 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 xxxxxxx 53 of 263 Number of Non-Construction Plan Reviews (includes master plans, plats, site plans, etc.) 39 65 60 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 proje cts with mid-year implementation of CityView software. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $824,117 $882,324 $1,124,845 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 $1,310,418 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Engineering Budget increased 36.6% from the FY 2021 -22 year end estimate for two new positions, inspector and engineer, and vehicle replacements. xxxxxxx 54 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 22 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ENGINEERING =========== Personnel Services 173-511110 Regular 441,514 578,498 608,934 499,526 631,110 797,825 ____________ 173-511120 Overtime 210 349 500 422 500 750 ____________ 173-511180 LTD 318 0 0 0 0 0 ____________ 173-511210 Longevity 6,246 7,483 8,532 6,114 6,114 7,421 ____________ 173-511230 Certification Allowance 2,377 2,066 3,288 2,539 2,377 2,880 ____________ 173-511310 FICA - Employer 31,334 43,131 47,498 37,617 48,968 61,854 ____________ 173-511350 TMRS-Employer 72,013 98,700 101,718 75,006 102,512 132,461 ____________ 173-511410 Health-Employer 72,666 90,849 96,514 69,911 87,407 116,741 ____________ 173-511500 Workers' Compensation 2,228 3,041 3,606 3,336 3,336 4,913 ____________ TOTAL Personnel Services 628,907 824,117 870,590 694,472 882,324 1,124,845 Supplies 173-521000 Operating Supplies 260 315 500 154 500 490 ____________ 173-521100 Office Supplies 877 575 2,000 340 1,500 980 ____________ 173-521300 Motor Vehicle Supplies 37 89 250 21 250 245 ____________ TOTAL Supplies 1,173 979 2,750 516 2,250 1,715 City Support Services 173-532400 Computer Fees & Licenses 432 0 1,265 1,265 1,265 0 ____________ TOTAL City Support Services 432 0 1,265 1,265 1,265 0 Utility Services 173-533330 Telephone/Internet 2,044 0 0 0 0 0 ____________ 173-533500 Vehicle Fuel 4,259 5,212 5,500 3,962 5,500 7,938 ____________ TOTAL Utility Services 6,302 5,212 5,500 3,962 5,500 7,938 Operations Support 173-534000 Postage 0 0 50 31 50 49 ____________ 173-534200 Printing & Binding 31 93 100 31 100 98 ____________ TOTAL Operations Support 31 93 150 62 150 147 Staff Support 173-535100 Uniforms 1,153 1,339 4,630 435 4,630 4,047 ____________ 173-535300 Memberships 1,207 1,880 2,550 1,660 2,550 2,499 ____________ 173-535400 Publications 310 109 500 0 500 490 ____________ 173-535500 Training/Travel 1,538 2,230 7,235 2,105 5,000 7,350 ____________ 173-535510 Meeting Expenses 541 294 480 167 480 627 ____________ 173-535600 Professional Certification 231 231 650 495 650 637 ____________ TOTAL Staff Support 4,981 6,084 16,045 4,862 13,810 15,651 xxxxxxx 55 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 23 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 173-541100 Engineering Services 8,000 19,075 21,934 9,293 13,115 0 ____________ 173-541300 Other Professional Services 7,791 15,390 40,000 9,350 40,000 49,000 ____________ TOTAL Professional Services 15,791 34,465 61,934 18,643 53,115 49,000 Operating Equipment 173-571000 Furniture & Fixtures 285 387 900 119 500 5,632 ____________ 173-571300 Computer & Periphe. < $5000 1,470 ( 1,175) 500 0 500 5,490 ____________ TOTAL Operating Equipment 1,755 ( 788) 1,400 119 1,000 11,122 Capital Outlay 173-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 100,000 ____________ TOTAL Capital Outlay 0 0 0 0 0 100,000 ________________________________________________________________________________________________________________________________________ TOTAL ENGINEERING 659,370 870,162 959,634 723,900 959,414 1,310,418 xxxxxxx 56 of 263 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 in vestigates 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. xxxxxxx 57 of 263 • 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 xxxxxxx 58 of 263 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 xxxxxxx 59 of 263 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 xxxxxxx 60 of 263 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $8,793,001 $9,290,452 $9,578,065 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 185,170 162,864 242,954 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 292,746 151,303 396,115 Capital Outlay 244,451 521,537 666,300 Total $9,955,402 $10,711,513 $11,569,347 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 8.0% from the FY 2021-22 year-end estimates for four new positions. Two school resource officers, a traffic officer, and a records management specialist. xxxxxxx 61 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 25 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ POLICE ====== Personnel Services 256-511110 Regular 3,850,341 5,797,035 5,802,519 4,799,061 6,032,895 6,173,372 ____________ 256-511120 Overtime 271,725 253,306 229,719 432,595 400,000 308,986 ____________ 256-511180 LTD 3,497 0 0 0 0 0 ____________ 256-511210 Longevity 110,398 108,667 113,900 110,263 113,900 109,919 ____________ 256-511220 Clothing Allowance 64,078 71,870 71,635 55,400 66,560 63,498 ____________ 256-511230 Certification Allowance 45,407 46,778 56,189 37,628 44,746 109,075 ____________ 256-511310 FICA - Employer 385,589 475,446 468,561 394,890 509,345 504,484 ____________ 256-511350 TMRS-Employer 843,649 1,043,504 1,011,718 793,878 1,066,295 1,090,634 ____________ 256-511410 Health-Employer 696,388 940,831 994,993 809,101 997,978 1,149,460 ____________ 256-511500 Workers' Compensation 38,662 55,564 63,481 58,733 58,733 68,637 ____________ TOTAL Personnel Services 6,309,734 8,793,001 8,812,715 7,491,548 9,290,452 9,578,065 Supplies 256-521000 Operating Supplies 40,977 44,995 41,143 25,714 51,593 52,796 ____________ 256-521100 Office Supplies 6,102 7,009 7,500 4,151 6,969 7,350 ____________ 256-521150 Child Safety Supplies 2,835 2,497 5,245 0 5,000 3,112 ____________ 256-521200 Medical/Chem Supplies 308 18,258 28,510 18,149 26,148 27,636 ____________ 256-521300 Motor Veh. Supplies 17,290 9,058 17,160 17,152 17,152 19,257 ____________ TOTAL Supplies 67,512 81,817 99,558 65,166 106,862 110,150 City Support Services 256-532500 City Insurance-Commercial 26,401 32,422 26,500 33,970 34,000 33,810 ____________ TOTAL City Support Services 26,401 32,422 26,500 33,970 34,000 33,810 Utility Services 256-533200 Electric Utility Service 571 24,460 29,400 23,004 28,827 28,812 ____________ 256-533310 Telephone/Cell Phone 5,936 0 0 0 0 0 ____________ 256-533410 Water Utility Service 0 6,026 15,000 4,744 12,784 14,700 ____________ 256-533500 Vehicle Fuel 77,402 111,674 148,800 126,141 157,905 258,720 ____________ TOTAL Utility Services 83,909 142,160 193,200 153,889 199,516 302,232 Operations Support 256-534100 Advertising 1,654 400 2,650 31 2,650 4,410 ____________ 256-534200 Printing & Binding 3,889 5,109 7,666 2,805 7,621 7,526 ____________ 256-534800 Temp Staff Services 0 6,205 20,000 12,832 20,000 4,900 ____________ TOTAL Operations Support 5,543 11,714 30,316 15,668 30,271 16,836 Staff Support 256-535100 Uniforms 35,923 63,056 80,378 34,882 59,839 62,465 ____________ 256-535200 Awards 3,046 14 3,250 0 3,250 0 ____________ 256-535210 Employee Recognition-Morale 4,625 4,023 5,900 2,167 5,262 9,114 ____________ 256-535300 Memberships 2,876 2,824 3,525 2,115 3,290 3,528 ____________ 256-535400 Publications 74 264 490 390 390 260 ____________ 256-535500 Training/Travel 46,736 110,132 94,477 90,178 87,477 163,667 ____________ 256-535510 Meeting Expenses 1,311 4,857 3,550 1,606 3,356 3,920 ____________ TOTAL Staff Support 94,590 185,170 191,570 131,338 162,864 242,954 xxxxxxx 62 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 26 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 256-537100 Medical Services 1,278 42,247 49,800 46,229 47,310 55,272 ____________ 256-537800 Community Outreach 8,676 7,676 10,500 6,669 10,279 9,898 ____________ TOTAL City Assistance 9,954 49,923 60,300 52,898 57,589 65,170 Professional Services 256-541300 Prof Services/Consulting 68,118 54,244 74,186 45,162 73,245 70,700 ____________ 256-541310 Contract Service - Crematory 0 513 1,300 819 684 980 ____________ 256-541700 Microchip Service 0 3,325 9,780 3,325 8,615 7,629 ____________ TOTAL Professional Services 68,118 58,082 85,266 49,306 82,544 79,309 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 256-551400 Minor & Other Equip Maint 2,542 1,315 4,500 3,080 4,004 4,900 ____________ 256-551700 Abatement/Lot Cleaning 8,943 10,828 5,000 872 4,872 4,900 ____________ 256-551800 Other Maintenance Agreements 5,280 0 825 775 775 809 ____________ 256-551810 Maintenance Agr. - Radios 46,410 51,775 66,980 33,775 64,925 67,796 ____________ TOTAL Maintenance Services 63,176 63,918 77,305 38,502 74,575 78,405 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 256-561200 Lease/Purchase Payments 44,544 0 0 0 0 0 ____________ TOTAL Rental/Leasing 44,544 0 0 0 0 0 Operating Equipment 256-571000 Furniture & Fixtures 6,014 5,728 13,585 11,717 13,000 13,693 ____________ 256-571200 Vehicles & Access. LESS $5,00 176,783 137,761 135,660 105,418 97,789 248,200 ____________ 256-571300 Computer & Periphe. < $5000 67,147 29,327 15,260 13,008 15,000 19,541 ____________ 256-571600 Donation-Expense 125 552 0 0 0 0 ____________ 256-571800 Equipment under $5,000 47,040 118,568 29,183 18,428 23,514 109,782 ____________ 256-571800.Operating Equipment CVE 0 810 3,000 460 2,000 4,900 ____________ TOTAL Operating Equipment 297,109 292,746 196,688 149,031 151,303 396,115 Capital Outlay 256-581200 Vehicles & Access. Over $5,00 324,804 158,300 374,392 293,253 360,650 417,000 ____________ 256-581300 Computer & Periphe. > $5,000 0 0 24,961 18,144 38,144 12,900 ____________ 256-581800 Equipment Over $5,000 208,765 86,151 122,745 34,486 122,743 236,400 ____________ TOTAL Capital Outlay 533,569 244,451 522,098 345,882 521,537 666,300 ________________________________________________________________________________________________________________________________________ TOTAL POLICE 7,604,159 9,955,402 10,295,516 8,527,198 10,711,513 11,569,347 xxxxxxx 63 of 263 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. xxxxxxx 64 of 263 • Attract and maintain a qualified and diverse workforce. 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 xxxxxxx 65 of 263 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 xxxxxxx 66 of 263 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $5,703,001 $6,581,806 $6,361,751 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 $149,000 Total $6,559,780 $7,793,123 $7,187,622 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 7.8% 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. xxxxxxx 67 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 27 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FIRE RESCUE =========== Personnel Services 257-511110 Regular 2,660,168 3,739,439 3,595,049 3,410,849 4,294,855 4,008,051 ____________ 257-511120 Overtime 245,103 341,523 268,674 451,472 425,000 420,793 ____________ 257-511180 LTD 2,149 0 0 0 0 0 ____________ 257-511210 Longevity 65,678 74,217 74,460 70,980 80,000 79,121 ____________ 257-511220 Clothing Allowance 13,800 13,356 13,478 11,520 13,478 14,377 ____________ 257-511230 Certification Allowance 38,035 19,705 47,597 17,225 21,290 59,453 ____________ 257-511310 FICA - Employer 255,633 308,626 304,702 288,171 369,849 348,784 ____________ 257-511350 TMRS-Employer 583,915 678,380 652,521 590,462 774,265 746,922 ____________ 257-511410 Health-Employer 446,229 496,330 543,697 460,396 569,300 643,715 ____________ 257-511500 Workers' Compensation 21,768 31,424 36,499 33,769 33,769 40,535 ____________ TOTAL Personnel Services 4,332,478 5,703,001 5,536,677 5,334,844 6,581,806 6,361,751 Supplies 257-521000 Operating Supplies 4,342 6,943 10,375 5,522 10,375 6,860 ____________ 257-521100 Office Supplies 3,179 1,739 3,400 1,335 3,400 3,332 ____________ 257-521200 Medical/Chem Supplies 9,046 2,447 10,955 4,412 10,000 10,736 ____________ 257-521300 Motor Veh. Supplies 469 349 1,000 124 1,000 980 ____________ 257-521600 Equip Maint Supplies 627 168 1,200 1,004 1,200 1,176 ____________ TOTAL Supplies 17,662 11,647 26,930 12,399 25,975 23,084 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 257-533100 Gas Utility Service 5,513 5,553 7,000 4,582 7,500 6,860 ____________ 257-533200 Electric Utility Service 20,846 24,659 25,000 18,887 23,000 24,500 ____________ 257-533320 Telephone/Air Cards 0 2,778 0 494 470 5,880 ____________ 257-533330 Telephone/Internet 0 556 0 4,038 5,200 0 ____________ 257-533410 Water Utility Service 20,173 8,943 10,000 6,544 8,000 9,800 ____________ 257-533500 Vehicle Fuel 30,183 44,393 38,000 53,252 80,000 98,000 ____________ TOTAL Utility Services 76,715 86,881 80,000 87,797 124,170 145,040 Operations Support 257-534200 Printing & Binding 770 375 4,527 2,290 4,500 4,436 ____________ TOTAL Operations Support 770 375 4,527 2,290 4,500 4,436 Staff Support 257-535100 Uniforms 84,987 88,976 108,772 61,344 108,700 100,181 ____________ 257-535210 Employee Recognition-Morale 4,561 4,035 5,700 5,619 5,190 4,606 ____________ 257-535300 Memberships 3,307 1,750 3,800 1,396 3,800 3,724 ____________ 257-535400 Publications 1,472 1,969 2,500 2,966 3,000 2,450 ____________ 257-535500 Training/Travel 69,897 66,845 75,000 55,841 75,000 73,500 ____________ 257-535510 Meeting Expenses 2,783 3,475 3,000 2,040 3,000 2,940 ____________ 257-535600 Professional Certification 7,493 7,535 8,000 2,534 6,000 7,840 ____________ TOTAL Staff Support 174,502 174,585 206,772 131,741 204,690 195,241 xxxxxxx 68 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 28 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 257-537800 Community Outreach 23,618 21,575 25,198 7,397 25,000 24,694 ____________ TOTAL City Assistance 23,618 21,575 25,198 7,397 25,000 24,694 Professional Services 257-541300 Other Professional Services 61,221 73,052 63,600 40,189 63,600 62,328 ____________ TOTAL Professional Services 61,221 73,052 63,600 40,189 63,600 62,328 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 257-551400 Minor & Other Equip Maint 882 ( 457) 1,500 0 1,000 1,470 ____________ 257-551800 Other maintenance agreement 19,393 27,234 40,000 38,614 40,000 39,200 ____________ 257-551810 Maintenance Agr. - Radios 13,440 12,320 15,000 8,120 15,000 18,698 ____________ 257-551900 Construction 6,408 14,764 25,000 371 25,000 24,500 ____________ TOTAL Maintenance Services 40,123 53,861 81,500 47,105 81,000 83,868 Other Costs 257-554200 Deployment-Reimb-TIFMAS 16,321 6,895 10,000 54,349 50,000 9,800 ____________ TOTAL Other Costs 16,321 6,895 10,000 54,349 50,000 9,800 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 257-561200 Lease/Purchase Payments 8,990 0 39,025 38,745 39,745 26,460 ____________ TOTAL Rental/Leasing 8,990 0 39,025 38,745 39,745 26,460 Operating Equipment 257-571000 Furniture & Fixtures 15,050 15,861 12,000 5,443 12,000 7,840 ____________ 257-571200 Vehicles & Access. LESS $5,00 55,242 76,281 11,000 555 11,000 9,800 ____________ 257-571300 Computer & Periphe. < $5000 18,923 15,961 8,000 4,059 8,000 7,840 ____________ 257-571310 Computer Software 7,167 11,894 8,000 108 7,000 7,840 ____________ 257-571400 Communication Equip LESS $500 43,315 158,950 10,000 8,539 10,000 9,800 ____________ 257-571600 Police/Fire/Medical Equipment 39,021 49,371 55,000 15,544 55,000 53,900 ____________ 257-571800 Equipment under $5,000 9,089 13,182 16,000 373 16,000 4,900 ____________ TOTAL Operating Equipment 187,806 341,500 120,000 34,621 119,000 101,920 Capital Outlay 257-581200 Vehicles & Access. Over $5,00 79,649 35,924 405,137 29,006 405,137 93,000 ____________ 257-581400 Communication Equip Over $500 0 163 50,000 0 50,000 55,000 ____________ 257-581600 Donation-Expense 21,798 457 1,000 ( 625) 1,000 1,000 ____________ 257-581800 Equipment Over $5,000 14,957 49,865 17,500 0 17,500 0 ____________ TOTAL Capital Outlay 116,405 86,409 473,637 28,381 473,637 149,000 ________________________________________________________________________________________________________________________________________ TOTAL FIRE RESCUE 5,056,610 6,559,780 6,667,866 5,819,857 7,793,123 7,187,622 xxxxxxx 69 of 263 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. xxxxxxx 70 of 263 • Continue to expand efforts for community education of Building Safety through the City of Schertz Building Safety Month activities. 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. xxxxxxx 71 of 263 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 2 Development Specialists 0 1 1 TOTAL POSITIONS 9 12 13 City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections xxxxxxx 72 of 263 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 xxxxxxx 73 of 263 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $884,169 $967,417 $1,059,498 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 $1,239,045 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 13.3% from the FY 2021-22 year-end estimate for a new Plans Examiner position, computer equipment, and a vehicle replacement. xxxxxxx 74 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 29 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ INSPECTIONS =========== Personnel Services 258-511110 Regular 584,720 609,349 644,618 530,102 655,190 718,192 ____________ 258-511120 Overtime 7,943 6,418 15,666 10,463 15,666 12,210 ____________ 258-511180 LTD 438 0 0 0 0 0 ____________ 258-511210 Longevity 13,073 11,506 11,025 11,692 11,692 11,700 ____________ 258-511230 Certification Allowance 300 1,781 288 2,275 2,700 2,122 ____________ 258-511310 FICA - Employer 43,092 46,519 51,343 40,672 53,422 56,897 ____________ 258-511350 TMRS-Employer 96,045 101,286 109,952 81,513 109,743 121,846 ____________ 258-511410 Health-Employer 90,583 105,488 126,884 94,652 116,989 134,058 ____________ 258-511500 Workers' Compensation 1,335 1,822 2,178 2,015 2,015 2,473 ____________ TOTAL Personnel Services 837,530 884,169 961,954 773,384 967,417 1,059,498 Supplies 258-521000 Operating Supplies 532 569 1,300 422 1,300 1,274 ____________ 258-521100 Office Supplies 808 1,034 2,400 229 2,400 2,352 ____________ 258-521300 Motor Vehicle Supplies 175 322 900 217 900 882 ____________ 258-521600 Equip Maint Supplies 0 623 500 0 500 490 ____________ TOTAL Supplies 1,516 2,548 5,100 868 5,100 4,998 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 258-533500 Vehicle Fuel 4,285 5,659 8,400 4,704 8,400 8,232 ____________ TOTAL Utility Services 4,285 5,659 8,400 4,704 8,400 8,232 Operations Support 258-534200 Printing & Binding 155 176 850 31 850 833 ____________ TOTAL Operations Support 155 176 850 31 850 833 Staff Support 258-535100 Uniforms 4,195 5,279 8,900 1,717 8,900 8,722 ____________ 258-535300 Memberships 408 285 705 115 765 750 ____________ 258-535400 Publications 93 2,225 2,400 1,182 2,400 2,352 ____________ 258-535500 Training/Travel Staff 9,444 7,965 23,341 5,081 23,341 26,935 ____________ 258-535510 Meeting Expenses 430 799 1,900 1,326 1,900 1,862 ____________ 258-535600 Professional Certification 1,586 3,657 4,200 1,080 4,200 4,876 ____________ TOTAL Staff Support 16,155 20,210 41,446 10,501 41,506 45,497 Professional Services 258-541300 Other Consl/Prof Services 42,475 32,988 70,000 54,500 70,000 68,600 ____________ TOTAL Professional Services 42,475 32,988 70,000 54,500 70,000 68,600 xxxxxxx 75 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 30 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 258-571000 Furniture & Fixtures 1,079 1,202 650 571 650 4,637 ____________ 258-571300 Computer & Periphe. < $5,000 0 0 0 0 0 3,000 ____________ TOTAL Operating Equipment 1,079 1,202 650 571 650 7,637 Capital Outlay 258-581200 Vehicles & Access. Over $5,00 0 27,381 0 0 0 43,750 ____________ TOTAL Capital Outlay 0 27,381 0 0 0 43,750 ________________________________________________________________________________________________________________________________________ TOTAL INSPECTIONS 903,194 974,332 1,088,400 844,560 1,093,923 1,239,045 xxxxxxx 76 of 263 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. ACCOMPLISHMENTS xxxxxxx 77 of 263 • 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 3 Sanitarian 1 1 1 TOTAL POSITIONS 5 5 5 PERFORMANCE INDICATORS City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections Neighborhood Services xxxxxxx 78 of 263 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 $330,485 Supplies 0 3,994 3,914 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 $466,403 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 16.3% from the FY 2021-22 year end for vehicle replacements. xxxxxxx 79 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 31 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NEIGHBORHOOD SERVICES ===================== Personnel Services 259-511110 Regular 0 0 225,346 191,644 241,011 228,975 ____________ 259-511120 Overtime 0 0 4,664 2,224 4,664 5,000 ____________ 259-511210 Longevity 0 0 2,721 1,480 1,480 1,886 ____________ 259-511220 Clothing Allowance 0 0 3,506 1,469 1,469 0 ____________ 259-511230 Certification Allowance 0 0 1,090 1,650 2,025 1,453 ____________ 259-511310 FICA - Employer 0 0 18,026 14,645 19,175 18,128 ____________ 259-511350 TMRS-Employer 0 0 38,880 32,229 40,141 38,822 ____________ 259-511410 Health-Employer 0 0 16,645 23,869 30,034 34,861 ____________ 259-511500 Worker' Compensation 0 0 1,416 1,310 1,310 1,360 ____________ TOTAL Personnel Services 0 0 312,294 270,519 341,309 330,485 Supplies 259-521000 Operating Supplies 0 0 1,044 545 1,044 1,023 ____________ 259-521100 Office Supplies 0 0 1,000 516 1,000 980 ____________ 259-521300 Motor Vehicle Supplies 0 0 1,725 431 1,200 1,176 ____________ 259-521600 Equip Maint Supplies 0 0 2,155 151 750 735 ____________ TOTAL Supplies 0 0 5,924 1,644 3,994 3,914 Utility Services 259-533500 Vehicle Fuel 0 0 12,595 3,563 10,000 8,624 ____________ TOTAL Utility Services 0 0 12,595 3,563 10,000 8,624 Operations Support 259-534200 Printing & Binding 0 0 3,419 31 3,419 3,351 ____________ TOTAL Operations Support 0 0 3,419 31 3,419 3,351 Staff Support 259-535100 Uniforms 0 0 6,100 1,698 6,100 6,076 ____________ 259-535300 Memberships 0 0 450 75 450 441 ____________ 259-535400 Publications 0 0 1,190 0 1,190 980 ____________ 259-535500 Training/Travel 0 0 13,550 2,406 13,550 16,219 ____________ 259-535510 Meeting Expenses 0 0 1,200 194 200 980 ____________ 259-535600 Professional Certification 0 0 1,903 235 1,903 1,865 ____________ TOTAL Staff Support 0 0 24,393 4,607 23,393 26,561 Professional Services 259-541300 Other Consl/Prof Services 0 0 2,500 0 2,500 2,450 ____________ TOTAL Professional Services 0 0 2,500 0 2,500 2,450 xxxxxxx 80 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 32 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 259-551700 Abatement/Lot Cleaning 0 0 15,000 6,675 15,000 14,700 ____________ TOTAL Maintenance Services 0 0 15,000 6,675 15,000 14,700 Operating Equipment 259-571000 Furniture & Fixtures < $5,000 0 0 325 285 325 319 ____________ 259-571800 Equipment Less $5,000 0 0 1,000 874 1,000 0 ____________ TOTAL Operating Equipment 0 0 1,325 1,159 1,325 319 Capital Outlay 259-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 76,000 ____________ TOTAL Capital Outlay 0 0 0 0 0 76,000 ________________________________________________________________________________________________________________________________________ TOTAL NEIGHBORHOOD SERVICES 0 0 377,450 288,198 400,940 466,403 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC SAFETY 13,563,963 17,489,515 18,429,232 15,479,813 19,999,499 20,462,417 xxxxxxx 81 of 263 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 rehabilitati on, 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, pothol e patching, and sidewalk repair/construction. ORGANIZATIONAL CHART xxxxxxx 82 of 263 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 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 xxxxxxx 83 of 263 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 $1,110,661 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 31,623 160,975 157,500 Total $1,413,809 $2,067,417 $2,438,381 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 17.9% from the FY 2021-22 year-end estimate. FY 2022-23 budget includes an additional $250,000 for Street Preservation and Maintenance (SPAM). xxxxxxx 84 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 33 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ STREETS ======= Personnel Services 359-511110 Regular 491,757 513,176 640,785 523,261 655,150 714,548 ____________ 359-511120 Overtime 8,099 15,870 6,240 14,539 15,000 18,192 ____________ 359-511180 LTD 389 0 0 0 0 0 ____________ 359-511210 Longevity 16,786 12,628 18,074 18,070 17,823 18,628 ____________ 359-511230 Certification Allowance 1,685 1,985 4,656 2,539 3,116 2,880 ____________ 359-511310 FICA - Employer 37,636 40,486 50,805 41,689 52,868 56,437 ____________ 359-511350 TMRS-Employer 82,680 90,140 109,409 82,850 110,678 123,323 ____________ 359-511410 Health-Employer 97,233 119,622 154,187 110,437 134,616 150,341 ____________ 359-511500 Workers' Compensation 15,678 21,325 25,444 23,541 23,541 26,312 ____________ TOTAL Personnel Services 751,943 815,232 1,009,600 816,926 1,012,792 1,110,661 Supplies 359-521000 Operating Supplies 2,323 3,791 3,750 2,139 3,750 3,675 ____________ 359-521050 Operating Supplies-Sign 37,663 27,714 50,000 29,640 60,000 58,800 ____________ 359-521052 Operating Supplies-Dept Sign 0 0 10,000 3,448 10,000 9,800 ____________ 359-521055 Operating Supplies-StreetMain 58,311 65,470 79,625 38,633 80,000 88,200 ____________ 359-521100 Office Supplies 398 179 400 214 400 3,675 ____________ 359-521200 Medical/Chem Supplies 625 1,980 2,000 1,637 2,000 4,900 ____________ 359-521300 Motor Veh. Supplies 1,657 1,087 3,700 2,557 1,800 9,800 ____________ TOTAL Supplies 100,976 100,222 149,475 78,268 157,950 178,850 City Support Services 359-532800 EMPLOYEE APPRECIATION EVENTS 2,478 133 6,000 1,794 6,000 5,880 ____________ TOTAL City Support Services 2,478 133 6,000 1,794 6,000 5,880 Utility Services 359-533200 Electric Utility Service 148,268 149,738 140,000 123,564 150,000 137,200 ____________ 359-533410 Water Utility Service 562 144 600 0 0 0 ____________ 359-533500 Vehicle Fuel 30,504 38,307 52,000 39,899 45,000 58,800 ____________ TOTAL Utility Services 179,334 188,189 192,600 163,463 195,000 196,000 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 359-535100 Uniforms 14,355 12,447 14,500 7,315 14,500 14,210 ____________ 359-535500 Training/Travel 1,187 5,279 10,720 7,406 6,500 7,840 ____________ 359-535510 Meeting Expenses 541 1,141 700 234 1,200 0 ____________ 359-535600 Professional Certification 0 77 0 0 0 0 ____________ TOTAL Staff Support 16,083 18,944 25,920 14,954 22,200 22,050 xxxxxxx 85 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 34 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 359-541310 Contractual Services 9,765 12,495 52,600 7,536 16,000 30,380 ____________ TOTAL Professional Services 9,765 12,495 52,600 7,536 16,000 30,380 Maintenance Services 359-551100 Building Maintenance 0 0 0 0 500 0 ____________ 359-551400 Minor & Other Equip Maint 0 316 500 0 0 490 ____________ 359-551600 Outsourced Street Maintenance 151,779 213,462 299,000 233,935 400,000 642,000 ____________ 359-551650 Sidewalk Maintenance 0 0 86,000 10,872 85,000 83,300 ____________ TOTAL Maintenance Services 151,779 213,778 385,500 244,807 485,500 725,790 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 359-561100 Rental-Equipment 1,900 2,612 5,000 4,285 5,000 4,900 ____________ TOTAL Rental/Leasing 1,900 2,612 5,000 4,285 5,000 4,900 Operating Equipment 359-571000 Furniture & Fixtures 240 236 200 112 2,000 1,470 ____________ 359-571200 Vehicles & Access under $5,00 0 1,190 0 0 0 0 ____________ 359-571750 Street Crossing Minor Imprvmn 55,194 22,517 45,000 0 0 0 ____________ 359-571800 Equipment under $5,000 1,201 6,638 4,000 4,764 4,000 4,900 ____________ TOTAL Operating Equipment 56,635 30,581 49,200 4,876 6,000 6,370 Capital Outlay 359-581200 Vehicles & Access. Over $5,00 250,025 31,623 0 0 0 51,250 ____________ 359-581750 Street Crossing Improvements 506 0 0 0 0 0 ____________ 359-581800 Equipment Over $5,000 0 0 162,075 101,917 160,975 106,250 ____________ TOTAL Capital Outlay 250,531 31,623 162,075 101,917 160,975 157,500 ________________________________________________________________________________________________________________________________________ TOTAL STREETS 1,521,424 1,413,809 2,037,970 1,438,826 2,067,417 2,438,381 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 1,521,424 1,413,809 2,037,970 1,438,826 2,067,417 2,438,381 xxxxxxx 86 of 263 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 t he 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. xxxxxxx 87 of 263 • Continue to expand our internal, recreation services progra m 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 Parks Manager 1 1 1 Park Maintenance Crew Supervisor 1 1 1 Park Maintenance Technician I 5 5 6 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 14 City Manager Assistant City Manager Development Parks, Recreation, and Community Services Pools xxxxxxx 88 of 263 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 $840,485 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 146,145 147,946 144,987 Maintenance Services 76,649 14,000 13,720 Rental/Leasing 10,038 10,000 9,800 Operating Equipment 52,345 65,000 63,700 xxxxxxx 89 of 263 Capital Outlay 152,667 280,997 359,197 Total $1,661,869 $1,780,332 $1,944,449 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 9.2% from the FY 2021-22 year-end estimate for a new Parks maintenance technician position and vehicle and equipment replacements. xxxxxxx 90 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 35 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKS ===== Personnel Services 460-511110 Regular 402,157 440,047 498,671 394,513 484,401 552,864 ____________ 460-511120 Overtime 13,716 19,562 18,245 19,671 20,000 21,536 ____________ 460-511180 LTD 237 0 0 0 0 0 ____________ 460-511210 Longevity 3,157 3,208 4,156 5,140 5,140 2,288 ____________ 460-511230 Certification Allowance 1,319 4,337 9,069 5,233 6,335 4,752 ____________ 460-511310 FICA - Employer 30,038 34,462 40,543 31,493 39,465 44,473 ____________ 460-511350 TMRS-Employer 65,428 74,854 84,482 63,265 82,618 92,828 ____________ 460-511410 Health-Employer 71,605 88,767 97,967 72,909 86,463 115,052 ____________ 460-511500 Workers' Compensation 3,428 4,760 5,837 5,400 5,400 6,692 ____________ TOTAL Personnel Services 591,086 669,997 758,970 597,625 729,822 840,485 Supplies 460-521000 Operating Supplies 33,624 34,029 32,750 26,286 32,750 32,095 ____________ 460-521100 Office Supplies 1,617 2,038 1,500 1,840 1,500 1,470 ____________ 460-521200 Medical/Chem Supplies 2,819 3,254 4,100 4,131 4,100 4,018 ____________ 460-521300 Motor Vehicle Supplies 190 532 500 74 500 490 ____________ 460-521310 Landscaping Supplies-Parks 19,806 38,610 18,500 19,608 18,500 18,130 ____________ 460-521315 Landscaping Supplies-Campus 19,636 32,273 22,500 27,142 22,500 22,050 ____________ 460-521400 Plumbing Supplies 3,544 11,208 32,798 1,794 32,798 4,900 ____________ 460-521610 Building Maintenance Supplies 256 211 500 5 500 490 ____________ TOTAL Supplies 81,491 122,154 113,148 80,879 113,148 83,643 City Support Services 460-532601 Holidazzle 25,559 54,351 26,000 34,137 34,137 34,300 ____________ 460-532604 4th of July Jubilee 12,316 47,254 26,000 29,968 26,000 34,300 ____________ 460-532619 Schertz Sweetheart 2,862 2,142 10,000 7,126 10,000 9,800 ____________ 460-532620 Sweetheart Scholarships 4,000 4,000 8,500 1,500 8,500 4,410 ____________ 460-532626 Other Events 12,309 25,370 43,500 29,718 43,500 52,430 ____________ 460-532629 MOVING ON MAIN 375 13,964 12,000 10,519 9,612 11,760 ____________ 460-532800 Music, Movies in the Park 3,263 6,798 10,000 1,950 10,000 9,800 ____________ TOTAL City Support Services 60,684 153,879 136,000 114,918 141,749 156,800 Utility Services 460-533200 Electric Utility Service 61,651 74,419 76,000 59,328 76,000 74,480 ____________ 460-533410 Water Utility Service 151,922 174,257 160,000 91,823 160,000 156,800 ____________ 460-533500 Vehicle Fuel 8,043 12,312 10,000 16,170 20,000 19,600 ____________ TOTAL Utility Services 221,616 260,988 246,000 167,320 256,000 250,880 xxxxxxx 91 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 36 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 460-534100 Advertising 1,571 927 1,000 50 1,000 980 ____________ 460-534800 Temporary Empl. Services 106 123 1,000 0 1,000 980 ____________ TOTAL Operations Support 1,677 1,049 2,000 50 2,000 1,960 Staff Support 460-535100 Uniforms 7,511 7,519 7,195 4,558 7,195 7,051 ____________ 460-535300 Memberships 1,657 1,864 1,625 1,261 1,625 1,593 ____________ 460-535500 Training/Travel 8,666 5,401 10,000 7,016 10,000 9,800 ____________ 460-535510 Meeting Expenses 571 1,175 850 838 850 833 ____________ TOTAL Staff Support 18,406 15,958 19,670 13,673 19,670 19,277 Professional Services 460-541300 Other Consl/Prof Services 11,819 26,913 42,018 3,113 6,000 5,880 ____________ 460-541310 Contract Services 120,573 119,233 141,946 93,895 141,946 139,107 ____________ TOTAL Professional Services 132,392 146,145 183,964 97,008 147,946 144,987 Maintenance Services 460-551100 Building Maintenance 2,486 14,443 2,500 1,813 2,500 2,450 ____________ 460-551400 Minor & Other Equip Maint 3,388 7,373 5,000 4,599 5,000 4,900 ____________ 460-551600 Street Maintenance Materials 0 51,183 0 0 0 0 ____________ 460-551618 Veteran's Memorial Maint. 29,964 3,650 4,000 3,199 4,000 3,920 ____________ 460-551710 Landscaping 4,838 0 2,500 2,746 2,500 2,450 ____________ TOTAL Maintenance Services 40,676 76,649 14,000 12,357 14,000 13,720 Rental/Leasing 460-561100 Rental-Equipment 10,210 10,038 10,000 5,268 10,000 9,800 ____________ TOTAL Rental/Leasing 10,210 10,038 10,000 5,268 10,000 9,800 Operating Equipment 460-571000 Furniture & Fixtures 2,002 0 0 0 0 0 ____________ 460-571700 Improvements under $5,000 45,741 39,194 50,000 17,475 50,000 49,000 ____________ 460-571800 Equipment under $5,000 13,364 13,151 15,000 8,607 15,000 14,700 ____________ TOTAL Operating Equipment 61,108 52,345 65,000 26,081 65,000 63,700 Capital Outlay 460-581200 Vehicles & Access. Over $5,00 0 0 32,000 0 32,000 87,500 ____________ 460-581700 Improvements Over $5,000 56,298 141,028 206,979 59,173 242,997 242,997 ____________ 460-581800 Equipment Over $5,000 36,514 11,639 6,000 0 6,000 28,700 ____________ TOTAL Capital Outlay 92,813 152,667 244,979 59,173 280,997 359,197 ________________________________________________________________________________________________________________________________________ TOTAL PARKS 1,312,158 1,661,869 1,793,731 1,174,353 1,780,332 1,944,449 xxxxxxx 92 of 263 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. xxxxxxx 93 of 263 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 xxxxxxx 94 of 263 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 490,950 527,878 517,320 Operating Equipment 0 0 0 Total $536,674 $576,378 $558,480 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 3.1% from the FY 2021-22 year end with no change in operations. xxxxxxx 95 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 37 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SWIM POOL ========= Supplies 463-521000 Operating Supplies 3,809 3,806 4,500 2,506 4,500 4,410 ____________ 463-521200 Chem/Med/Lab Supplies 13,655 17,459 18,000 20,092 18,000 17,640 ____________ 463-521600 Equip Maint Supplies 0 1,842 3,000 1,730 3,000 2,940 ____________ TOTAL Supplies 17,464 23,107 25,500 24,328 25,500 24,990 Utility Services 463-533200 Electric Utility Service 16,809 14,916 10,000 11,900 15,000 9,800 ____________ 463-533410 Water Utility Service 3,272 7,701 6,500 6,323 8,000 6,370 ____________ TOTAL Utility Services 20,082 22,616 16,500 18,224 23,000 16,170 Staff Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 463-551100 Building Maintenance 95 ( 2) 0 0 0 0 ____________ 463-551400 Minor & Other Equip Maint 17,484 9,418 10,000 0 10,000 9,800 ____________ 463-551700 Contract Maintenance 416,404 481,534 517,878 367,664 517,878 507,520 ____________ TOTAL Maintenance Services 433,983 490,950 527,878 367,664 527,878 517,320 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL SWIM POOL 471,528 536,674 569,878 410,216 576,378 558,480 xxxxxxx 96 of 263 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 fi nish (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 cus tomers 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. xxxxxxx 97 of 263 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 xxxxxxx 98 of 263 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 $327,658 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 $414,060 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 1.4% from the FY 2021-22-year end estimate with no changes to operations. xxxxxxx 99 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 38 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ EVENT FACILITIES ================ Personnel Services 464-511110 Regular 191,255 155,721 201,164 186,242 236,636 231,369 ____________ 464-511120 Overtime 1,041 790 5,375 4,866 5,000 3,871 ____________ 464-511180 LTD 115 0 0 0 0 0 ____________ 464-511210 Longevity 3,629 3,467 3,996 3,979 3,979 6,308 ____________ 464-511310 FICA - Employer 14,501 12,178 15,943 14,686 18,790 18,467 ____________ 464-511350 TMRS-Employer 31,422 24,664 34,141 28,533 39,335 39,546 ____________ 464-511410 Health-Employer 21,505 18,940 25,788 27,107 33,802 27,732 ____________ 464-511500 Workers' Compensation 216 277 315 291 291 365 ____________ TOTAL Personnel Services 263,684 216,037 286,722 265,705 337,833 327,658 Supplies 464-521000 Operating Supplies 3,163 4,814 3,000 2,621 2,500 3,136 ____________ 464-521050 Ancillary Products 240 166 450 135 450 490 ____________ 464-521100 Office Supplies 409 626 700 453 700 784 ____________ TOTAL Supplies 3,812 5,606 4,150 3,209 3,650 4,410 Utility Services 464-533100 Gas Utility Service 594 696 850 836 850 1,058 ____________ 464-533200 Electric Utility Service 27,951 32,673 39,250 23,057 30,000 39,200 ____________ 464-533410 Water Utility Service 7,222 6,429 7,000 4,800 7,000 6,860 ____________ 464-533500 Vehicle Fuel 0 565 1,500 844 1,500 1,470 ____________ TOTAL Utility Services 35,767 40,363 48,600 29,537 39,350 48,588 Operations Support 464-534100 Advertising 1,220 989 3,800 0 3,800 3,920 ____________ 464-534200 Printing & Binding 0 1,527 1,500 124 2,000 1,470 ____________ 464-534550 Business Meetings/Networking 72 0 108 0 100 108 ____________ 464-534800 Temporary Empl. Services 215 27,599 8,000 1,199 1,500 9,800 ____________ TOTAL Operations Support 1,507 30,114 13,408 1,323 7,400 15,298 Staff Support 464-535100 Uniforms 1,132 462 1,500 883 1,500 1,470 ____________ 464-535300 Memberships 202 243 315 249 209 270 ____________ 464-535500 Training/Travel 2,006 1,478 2,850 308 2,741 2,891 ____________ 464-535510 Meeting Expenses 169 179 200 156 3,802 245 ____________ TOTAL Staff Support 3,508 2,362 4,865 1,596 8,252 4,876 Professional Services 464-541300 Professional Services 0 907 0 0 0 0 ____________ TOTAL Professional Services 0 907 0 0 0 0 xxxxxxx 100 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 39 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 464-551800 Other Maintenance Agreements 6,312 5,641 12,700 3,258 8,898 2,450 ____________ TOTAL Maintenance Services 6,312 5,641 12,700 3,258 8,898 2,450 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 464-571000 Furniture and Fixtures < $500 1,565 1,014 3,300 1,025 3,300 980 ____________ 464-571401 Audio/Visual Equipment 0 264 0 0 0 0 ____________ 464-571500 Operating Equipment <$5,000 4,324 5,467 11,200 8,658 11,200 9,800 ____________ TOTAL Operating Equipment 5,889 6,745 14,500 9,683 14,500 10,780 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL EVENT FACILITIES 320,479 307,775 384,945 314,311 419,883 414,060 ________________________________________________________________________________________________________________________________________ TOTAL PARKS & RECREATION 2,104,164 2,506,318 2,748,554 1,898,879 2,776,593 2,916,989 xxxxxxx 101 of 263 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 learn ing 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. xxxxxxx 102 of 263 • 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 5 9 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 FY2 2 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. xxxxxxx 103 of 263 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 a nd 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 2 Library Page (10 hours) 2 2 0 Temp Part-time Library Clerk (Unfunded) 1 1 1 TOTAL POSITIONS 22 22 23 City Manager Assistant City Manager Development Library xxxxxxx 104 of 263 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 xxxxxxx 105 of 263 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $847,827 $948,877 $971,700 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 125,508 149,000 169,540 Total $1,040,278 $1,190,931 $1,234,276 PROGRAM JUSTIFICATION AND ANALYSIS The Library FY 2022-23 Budget increases 3.6% from the FY 2021-22 year end for a new Part time programming specialist, wage increases, and additional funding for Library materials. xxxxxxx 106 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 40 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LIBRARY ======= Personnel Services 665-511110 Regular 572,642 590,588 624,324 537,407 665,759 688,464 ____________ 665-511120 Overtime 245 288 1,056 237 1,056 1,056 ____________ 665-511180 LTD 317 0 0 0 0 0 ____________ 665-511210 Longevity 12,863 14,401 17,944 16,817 16,817 17,404 ____________ 665-511230 Certification Allowance 1,200 1,463 1,152 1,814 2,310 2,477 ____________ 665-511310 FICA - Employer 41,449 44,426 49,248 41,010 52,475 54,216 ____________ 665-511350 TMRS-Employer 89,735 94,463 99,552 77,054 109,854 104,583 ____________ 665-511410 Health-Employer 91,090 101,393 110,129 82,599 99,698 102,469 ____________ 665-511500 Workers' Compensation 601 805 981 908 908 1,031 ____________ TOTAL Personnel Services 810,141 847,827 904,386 757,845 948,877 971,700 Supplies 665-521000 Operating Supplies 8,417 8,930 12,000 7,664 12,000 15,190 ____________ 665-521100 Office Supplies 2,152 2,417 3,000 1,349 3,000 2,940 ____________ TOTAL Supplies 10,568 11,347 15,000 9,012 15,000 18,130 Utility Services 665-533100 Gas Utility Service 2,274 2,942 4,000 2,385 3,000 2,940 ____________ 665-533200 Electric Utility Service 35,667 33,309 45,000 26,977 38,000 37,240 ____________ 665-533410 Water Utility Service 20,367 11,866 21,000 15,672 21,000 20,580 ____________ TOTAL Utility Services 58,308 48,117 70,000 45,034 62,000 60,760 Operations Support 665-534000 Postage 2,430 1,916 3,000 1,888 3,000 2,940 ____________ 665-534200 Printing & Binding 2,314 252 2,900 0 2,900 1,078 ____________ TOTAL Operations Support 4,744 2,168 5,900 1,888 5,900 4,018 Staff Support 665-535100 Uniforms 7 429 400 21 400 392 ____________ 665-535200 Awards 154 0 300 172 300 294 ____________ 665-535300 Memberships 1,252 1,557 1,325 1,336 1,325 1,357 ____________ 665-535500 Training/Travel 4,993 1,567 4,700 4,350 4,700 5,537 ____________ 665-535510 Meeting Expenses 111 103 300 20 300 294 ____________ TOTAL Staff Support 6,517 3,655 7,025 5,899 7,025 7,874 Professional Services 665-541300 Other Consl/Prof Services 0 0 1,000 0 1,000 0 ____________ 665-541365 Courier/Delivery Services 1,984 1,656 2,300 2,129 2,129 2,254 ____________ TOTAL Professional Services 1,984 1,656 3,300 2,129 3,129 2,254 xxxxxxx 107 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 41 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 665-571000 Furniture & Fixtures < $5,000 1,161 0 16,000 12,520 16,000 26,460 ____________ 665-571400 Library Materials 138,929 125,472 130,000 100,096 130,000 133,280 ____________ 665-571600 Donation-Expense 2,081 36 11,762 0 3,000 9,800 ____________ TOTAL Operating Equipment 142,171 125,508 157,762 112,616 149,000 169,540 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL LIBRARY 1,034,433 1,040,278 1,163,373 934,423 1,190,931 1,234,276 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 1,034,433 1,040,278 1,163,373 934,423 1,190,931 1,234,276 xxxxxxx 108 of 263 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) xxxxxxx 109 of 263 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 1 GIS Coordinator 1 1 1 GIS Specialist 1 1 1 TOTAL POSITIONS 10 10 10 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% xxxxxxx 110 of 263 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $847,553 $981,852 $1,047,151 Supplies 4,351 7,540 8,624 City Support Services 863,873 922,975 1,103,274 Utility Services 318,226 347,750 342,896 Staff Support 22,059 50,000 72,334 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 302,387 269,594 256,025 Capital Outlay 26,889 0 53,050 Total $2,517,577 $2,631,436 $2,927,601 PROGRAM JUSTIFICATION AND ANALYSIS The Information Technology FY 2022-23 Budget increases approximately 11.3% from the FY 2021-2022 year-end estimates. Primary costs changes include a new Public safety technician position, an Eprocurement software, and internet and fiber upgrades. xxxxxxx 111 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 42 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ INFORMATION TECHNOLOGY ====================== Personnel Services 853-511110 Regular 434,772 571,869 624,572 528,043 663,284 698,386 ____________ 853-511120 Overtime 48,223 42,071 30,985 35,671 42,000 38,273 ____________ 853-511180 LTD 320 0 0 0 0 0 ____________ 853-511210 Longevity 5,080 9,389 9,835 8,414 8,251 9,879 ____________ 853-511230 Certificate Allowance 0 0 0 600 810 749 ____________ 853-511310 FICA - Employer 35,091 46,173 50,144 42,099 54,647 57,137 ____________ 853-511350 TMRS-Employer 77,894 101,812 108,943 96,397 114,402 122,360 ____________ 853-511410 Health-Employer 43,841 75,140 90,770 77,477 97,247 118,911 ____________ 853-511500 Workers' Compensation 488 1,100 1,309 1,211 1,211 1,456 ____________ TOTAL Personnel Services 645,709 847,553 916,558 789,912 981,852 1,047,151 Supplies 853-521100 Office Supplies 1,978 2,174 4,000 3,891 4,000 3,430 ____________ 853-521300 Motor Vehicle Supplies 36 365 800 13 40 539 ____________ 853-521600 Equip Maint Supplies 1,223 1,812 3,500 3,079 3,500 4,655 ____________ TOTAL Supplies 3,236 4,351 8,300 6,983 7,540 8,624 City Support Services 853-532300 Computer Consulting 9,600 8,780 10,000 0 0 9,800 ____________ 853-532350 Software Maintenance 0 0 0 0 0 50,000 ____________ 853-532355 Software Maint-City Wide 376,748 483,520 510,574 501,370 495,000 550,298 ____________ 853-532360 Software Maint-Dept Specific 158,438 337,022 475,548 331,488 400,000 484,219 ____________ 853-532400 Computer Fees & Licenses 39,803 34,552 27,975 10,191 27,975 8,956 ____________ TOTAL City Support Services 584,589 863,873 1,024,097 843,049 922,975 1,103,274 Utility Services 853-533300 Telephone/Land Line 39,167 40,258 66,995 49,503 60,000 54,194 ____________ 853-533310 Telephone/Cell Phones 87,243 93,249 113,900 88,856 100,000 92,153 ____________ 853-533320 Telephone/Air Cards 51,836 92,388 87,100 63,775 87,000 82,670 ____________ 853-533330 Telephone/Internet 83,957 91,671 98,470 77,539 100,000 112,899 ____________ 853-533500 Vehicle Fuel 402 660 1,000 634 750 980 ____________ TOTAL Utility Services 262,605 318,226 367,465 280,307 347,750 342,896 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 853-535100 Uniforms 931 541 1,500 1,211 1,500 1,470 ____________ 853-535300 Memberships 577 340 1,250 165 500 490 ____________ 853-535500 Training/Travel 22,771 21,178 66,950 24,650 48,000 70,374 ____________ TOTAL Staff Support 24,279 22,059 69,700 26,026 50,000 72,334 xxxxxxx 112 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 43 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 853-541300 Other Consl/Prof Services 101,448 118,813 25,000 1,406 25,000 4,900 ____________ 853-541800 IT Services-Web Design/Maint 0 0 13,075 0 13,075 21,070 ____________ TOTAL Professional Services 101,448 118,813 38,075 1,406 38,075 25,970 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 853-551300 Computer Maintenance 7,413 9,948 10,000 1,777 10,000 14,700 ____________ TOTAL Maintenance Services 7,413 9,948 10,000 1,777 10,000 14,700 Rental/Leasing 853-561200 Lease/Purchase Payments 0 3,477 3,650 3,042 3,650 3,577 ____________ TOTAL Rental/Leasing 0 3,477 3,650 3,042 3,650 3,577 Operating Equipment 853-571000 Furniture & Fixtures 697 0 1,200 1,163 1,200 1,176 ____________ 853-571300 Computer & Periphe. < $5000 142,460 282,527 220,784 193,459 220,784 218,050 ____________ 853-571401 Communication Equip LESS $500 25,374 19,860 47,610 36,596 47,610 36,799 ____________ 853-571800 Equipment under $5,000 895 0 0 0 0 0 ____________ TOTAL Operating Equipment 169,426 302,387 269,594 231,218 269,594 256,025 Capital Outlay 853-581200 Vehicles & Access. > $5000 0 26,889 0 0 0 0 ____________ 853-581300 Computer & Periphe. > $5000 22,797 0 0 0 0 42,550 ____________ 853-581800 Equipment Over $5,000 0 0 0 0 0 10,500 ____________ TOTAL Capital Outlay 22,797 26,889 0 0 0 53,050 ________________________________________________________________________________________________________________________________________ TOTAL INFORMATION TECHNOLOGY 1,821,503 2,517,577 2,707,439 2,183,720 2,631,436 2,927,601 xxxxxxx 113 of 263 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. xxxxxxx 114 of 263 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 xxxxxxx 115 of 263 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 $510,382 Supplies 1,055 2,200 2,646 Human Services 159,426 154,600 173,558 Operations Support 4,018 3,981 5,390 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 $750,433 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 8.7% from the FY 2021-22 year-end estimate for wage increases and an increase in expenditures for the remaining employee wellness program initiative funds. xxxxxxx 116 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 44 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HUMAN RESOURCES =============== Personnel Services 866-511110 Regular 301,811 317,331 316,873 243,602 313,268 341,917 ____________ 866-511120 Overtime 684 139 276 365 465 299 ____________ 866-511180 LTD 204 0 0 0 0 0 ____________ 866-511210 Longevity 3,772 4,851 5,372 4,872 4,872 5,482 ____________ 866-511230 Certificate Allowance 0 1,820 2,246 2,530 3,105 1,747 ____________ 866-511310 FICA - Employer 21,865 24,118 24,828 18,637 24,611 26,716 ____________ 866-511350 TMRS-Employer 48,963 53,000 53,170 36,855 51,522 57,212 ____________ 866-511410 Health-Employer 39,567 41,257 44,793 40,332 50,404 56,459 ____________ 866-511500 Workers' Compensation 325 430 511 473 473 550 ____________ 866-511600 Unemployment Compensation 9,789 8,457 20,000 11,802 19,359 20,000 ____________ TOTAL Personnel Services 426,981 451,403 468,069 359,468 468,079 510,382 Supplies 866-521000 Operating Supplies 1,728 517 2,000 394 1,500 1,960 ____________ 866-521100 Office Supplies 705 537 700 531 700 686 ____________ TOTAL Supplies 2,433 1,055 2,700 926 2,200 2,646 Human Services 866-531100 Pre-employment Check 3,004 2,843 2,500 1,786 2,500 2,450 ____________ 866-531150 Interview Expenses 124 0 1,500 1,432 1,500 2,450 ____________ 866-531160 COBRA FSA/HSA Adm Services 5,628 6,019 6,000 4,524 6,000 5,880 ____________ 866-531170 Broker Services 68,750 81,250 75,000 62,500 75,000 73,500 ____________ 866-531200 Medical Co-pay 645 1,646 3,000 2,030 3,000 2,940 ____________ 866-531300 Employee Assistance 12,757 9,320 9,600 7,033 9,600 9,408 ____________ 866-531400 Tuition Reimbursement 18,214 24,197 18,000 9,874 13,000 17,640 ____________ 866-531500 Employee Wellness Program 14,956 20,993 50,000 7,723 9,000 40,180 ____________ 866-531600 Training Classes 1,214 13,159 47,800 28,886 35,000 19,110 ____________ TOTAL Human Services 125,292 159,426 213,400 125,788 154,600 173,558 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 866-534100 Advertising 775 2,631 2,500 965 1,650 2,450 ____________ 866-534200 Printing & Binding 1,342 1,386 3,000 1,360 2,331 2,940 ____________ TOTAL Operations Support 2,117 4,018 5,500 2,325 3,981 5,390 xxxxxxx 117 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 45 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 866-535100 Uniforms 440 373 500 314 500 490 ____________ 866-535210 Employee Recognition-Morale 15,614 28,417 28,150 21,763 28,150 27,587 ____________ 866-535300 Memberships 1,718 2,498 2,500 1,058 2,500 2,450 ____________ 866-535400 Publications 947 0 0 0 2,000 0 ____________ 866-535500 Training/Travel 1,363 2,258 3,000 433 3,500 7,840 ____________ TOTAL Staff Support 20,082 33,547 34,150 23,568 36,650 38,367 City Assistance 866-537100 Medical Services 13,121 16,430 19,000 14,707 20,000 14,700 ____________ TOTAL City Assistance 13,121 16,430 19,000 14,707 20,000 14,700 Professional Services 866-541300 Other Consl/Prof Services 78,265 0 5,000 495 5,000 4,900 ____________ TOTAL Professional Services 78,265 0 5,000 495 5,000 4,900 Operating Equipment 866-571000 Furniture & Fixtures 349 513 500 0 0 490 ____________ TOTAL Operating Equipment 349 513 500 0 0 490 ________________________________________________________________________________________________________________________________________ TOTAL HUMAN RESOURCES 668,639 666,392 748,319 527,276 690,511 750,433 xxxxxxx 118 of 263 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. ORGANIZATIONAL CHART xxxxxxx 119 of 263 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 xxxxxxx 120 of 263 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 $699,611 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 $755,716 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. xxxxxxx 121 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 46 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FINANCE ======= Personnel Services 868-511110 Regular 413,035 441,045 445,706 381,301 461,834 474,062 ____________ 868-511120 Overtime 2,182 2,965 924 1,348 1,500 926 ____________ 868-511180 LTD 295 0 0 0 0 0 ____________ 868-511210 Longevity 9,457 10,770 11,994 12,117 12,117 12,746 ____________ 868-511230 Certification Allowance 500 1,701 2,659 1,980 2,430 2,534 ____________ 868-511310 FICA - Employer 30,301 33,586 35,251 29,065 36,558 37,467 ____________ 868-511350 TMRS-Employer 67,965 74,547 75,491 58,955 76,533 80,235 ____________ 868-511410 Health-Employer 63,788 75,842 83,830 68,273 82,190 90,871 ____________ 868-511500 Workers' Compensation 442 600 724 670 670 770 ____________ TOTAL Personnel Services 587,965 641,054 656,579 553,709 673,832 699,611 Supplies 868-521000 Operating Supplies 1,985 2,142 2,000 1,050 2,000 1,960 ____________ 868-521100 Office Supplies 614 984 700 593 700 686 ____________ TOTAL Supplies 2,599 3,125 2,700 1,643 2,700 2,646 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 868-535100 Uniforms 0 465 354 354 354 343 ____________ 868-535300 Memberships 1,385 1,240 1,390 935 1,390 0 ____________ 868-535500 Training/Travel 4,505 1,679 4,996 1,325 2,000 3,920 ____________ TOTAL Staff Support 5,890 3,384 6,740 2,614 3,744 4,263 Professional Services 868-541300 Other Consl/Prof Services 13,887 16,349 15,000 24,477 20,839 17,640 ____________ 868-541400 Auditor/Accounting Service 18,500 19,500 20,000 15,000 20,000 26,950 ____________ 868-541650 Investment Management Fee 3,590 3,035 3,700 2,707 3,700 3,626 ____________ TOTAL Professional Services 35,977 38,884 38,700 42,183 44,539 48,216 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 868-571000 Furniture & Fixtures 742 250 250 0 250 980 ____________ 868-571200 Office Equipment 1,093 336 0 0 0 0 ____________ TOTAL Operating Equipment 1,835 586 250 0 250 980 ________________________________________________________________________________________________________________________________________ TOTAL FINANCE 634,265 687,033 704,969 600,149 725,064 755,716 xxxxxxx 122 of 263 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 purch ases, 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, prop erty 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. xxxxxxx 123 of 263 • 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 xxxxxxx 124 of 263 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 $269,031 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 $295,589 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 1.9% 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. xxxxxxx 125 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 47 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PURCHASING & ASSET MGT ====================== Personnel Services 872-511110 Regular 164,182 171,990 170,604 155,594 194,744 188,959 ____________ 872-511120 Overtime 5 238 0 150 200 0 ____________ 872-511180 LTD 117 0 0 0 0 0 ____________ 872-511210 Longevity 3,602 4,010 4,418 4,418 4,418 4,826 ____________ 872-511230 Certification Allowance 1,000 1,160 2,400 990 1,215 1,123 ____________ 872-511310 FICA - Employer 12,446 13,557 13,462 12,288 15,344 14,896 ____________ 872-511350 TMRS-Employer 26,992 28,970 28,828 23,466 32,122 31,899 ____________ 872-511410 Health-Employer 14,892 15,376 17,190 19,469 24,438 27,021 ____________ 872-511500 Workers' Compensation 176 233 277 256 256 307 ____________ TOTAL Personnel Services 223,413 235,535 237,179 216,632 272,737 269,031 Supplies 872-521000 Operating Supplies 300 334 350 249 350 392 ____________ 872-521005 Supplies-Inspections 0 0 2,900 1,647 2,700 2,940 ____________ 872-521100 Office Supplies 1,688 225 350 127 350 392 ____________ 872-521300 Motor Veh. Supplies 0 0 0 ( 748 ) 0 0 ____________ TOTAL Supplies 1,988 559 3,600 1,274 3,400 3,724 City Support Services 872-532350 Software Maintenance 0 378 500 0 0 0 ____________ TOTAL City Support Services 0 378 500 0 0 0 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 872-534000 Postage 43 0 0 0 0 0 ____________ 872-534100 Advertising 3,404 2,273 5,500 1,373 2,753 5,880 ____________ 872-534200 Printing & Binding 0 0 0 0 0 49 ____________ 872-534740 Business Memberships 1,436 1,484 1,550 1,299 1,550 1,568 ____________ TOTAL Operations Support 4,883 3,757 7,050 2,672 4,303 7,497 Staff Support 872-535100 Uniforms 215 232 250 161 250 294 ____________ 872-535300 Memberships 1,280 1,236 1,235 789 1,235 1,421 ____________ 872-535500 Training/Travel 810 3,417 5,000 2,716 5,200 7,840 ____________ 872-535510 Meeting Expenses 222 0 300 20 150 392 ____________ TOTAL Staff Support 2,527 4,885 6,785 3,687 6,835 9,947 xxxxxxx 126 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 48 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 872-537100 Medical Services 1,264 1,342 2,000 1,675 2,145 2,940 ____________ TOTAL City Assistance 1,264 1,342 2,000 1,675 2,145 2,940 Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 872-571000 Furniture & Fixtures 218 478 600 380 600 1,960 ____________ 872-571300 Computer & Periphe. < $5,000 1,213 0 0 0 0 490 ____________ 872-571500 Operating Equipment 0 979 0 0 0 0 ____________ TOTAL Operating Equipment 1,431 1,457 600 380 600 2,450 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PURCHASING & ASSET MGT 235,506 247,913 257,714 226,320 290,020 295,589 xxxxxxx 127 of 263 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 xxxxxxx 128 of 263 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 xxxxxxx 129 of 263 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 $680,972 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 $1,243,327 xxxxxxx 130 of 263 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 2.3% from the FY 2021-22 year end estimate. Wage increases and a new parts clerk/lube technician position will be offset by less vehicle replacements in 2022-23. xxxxxxx 131 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 49 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FLEET SERVICE ============= Personnel Services 877-511110 Regular 251,309 364,668 373,646 284,885 355,944 441,812 ____________ 877-511120 Overtime 12,302 10,638 14,181 8,937 11,000 17,591 ____________ 877-511180 LTD 147 0 0 0 0 0 ____________ 877-511210 Longevity 2,180 3,134 3,579 2,812 2,649 3,597 ____________ 877-511230 Certificate Allowance 0 1,110 1,123 1,540 1,890 624 ____________ 877-511310 FICA - Employer 19,313 28,246 30,018 21,705 28,418 35,456 ____________ 877-511350 TMRS-Employer 42,336 59,568 64,283 42,808 59,493 75,930 ____________ 877-511410 Health-Employer 38,871 61,064 68,254 56,364 69,966 99,626 ____________ 877-511500 Workers' Compensation 3,201 4,458 5,374 4,972 4,972 6,336 ____________ TOTAL Personnel Services 369,660 532,884 560,458 424,023 534,332 680,972 Supplies 877-521000 Operating Supplies 7,553 3,480 12,000 6,435 10,000 11,760 ____________ 877-521005 Supplies - Inspection Sticker 2,537 2,409 0 0 0 0 ____________ 877-521100 Office Supplies 578 556 700 337 700 490 ____________ 877-521200 Oil Lube Suppl, Chem Supplies 13,915 14,304 18,500 7,311 10,000 17,640 ____________ 877-521300 Motor Veh. Supplies 172,141 144,427 183,000 159,139 180,000 179,340 ____________ 877-521600 Equip Maint Supplies 239 939 2,500 1,488 2,000 2,450 ____________ TOTAL Supplies 196,962 166,116 216,700 174,710 202,700 211,680 City Support Services 877-532400 Computer Fees & Licenses 5,517 2,497 15,000 4,689 5,000 13,720 ____________ TOTAL City Support Services 5,517 2,497 15,000 4,689 5,000 13,720 Utility Services 877-533500 Vehicle Fuel 5,731 8,518 11,500 6,406 8,000 11,760 ____________ TOTAL Utility Services 5,731 8,518 11,500 6,406 8,000 11,760 Operations Support 877-534800 Temporary Empl. Services 0 0 0 21,824 20,000 0 ____________ TOTAL Operations Support 0 0 0 21,824 20,000 0 Staff Support 877-535100 Uniforms 8,139 3,572 5,500 2,938 8,000 7,840 ____________ 877-535200 Awards 150 0 500 466 1,000 0 ____________ 877-535500 Training/Travel 2,223 12,069 24,000 10,552 24,000 29,400 ____________ 877-535510 Meeting Expenses 263 717 34 16 0 0 ____________ TOTAL Staff Support 10,775 16,358 30,034 13,973 33,000 37,240 xxxxxxx 132 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 50 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 877-551000 Outside Fleet Repair 133,448 189,071 174,450 170,143 170,000 166,600 ____________ 877-551050 Outside Collision Repair 31,871 30,972 36,953 22,424 37,000 33,320 ____________ 877-551800 Other Maintenance Agreements 3,862 12,136 28,000 12,744 28,000 27,440 ____________ TOTAL Maintenance Services 169,182 232,179 239,403 205,312 235,000 227,360 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 877-571200 Vehicles & Access. < $5,000 0 11,221 15,600 3,852 4,000 3,920 ____________ 877-571500 Operating Equipment 4,413 28,028 11,000 8,854 10,000 9,800 ____________ TOTAL Operating Equipment 4,413 39,249 26,600 12,706 14,000 13,720 Capital Outlay 877-581200 Vehicles & Access. Over $5,00 151,643 21,325 118,250 57,428 131,100 46,875 ____________ 877-581500 Equipment Over $5,000 0 6,350 88,166 44,895 89,900 0 ____________ TOTAL Capital Outlay 151,643 27,675 206,416 102,323 221,000 46,875 ________________________________________________________________________________________________________________________________________ TOTAL FLEET SERVICE 913,882 1,025,476 1,306,111 965,966 1,273,032 1,243,327 xxxxxxx 133 of 263 DEPARTMENT: PUBLIC WORKS DIVISION: 878 Facility Services FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Facility Services supports and maintains 2 7 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, Publi c 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. ORGANIZATION CHART xxxxxxx 134 of 263 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 . 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 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance xxxxxxx 135 of 263 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 $876,259 Supplies 57,240 158,750 159,985 City Support Services 355 0 0 Utility Services 185,012 173,000 189,140 Staff Support 11,542 18,400 18,620 Professional Services 94,954 190,000 190,904 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 $1,951,258 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 4.2% from the FY 2021-22 year-end estimates. Wage increases and vehicle replacements are offset by a lower budget for maintenance services. xxxxxxx 136 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 51 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ BUILDING MAINTENANCE ==================== Personnel Services 878-511110 Regular 470,860 493,589 501,293 397,252 495,251 534,149 ____________ 878-511120 Overtime 21,467 12,605 26,336 8,830 11,000 27,066 ____________ 878-511180 LTD 329 0 0 0 0 0 ____________ 878-511210 Lonegevity 11,992 14,169 15,444 14,425 14,425 12,057 ____________ 878-511230 Certification Allowance 900 854 1,315 2,048 2,538 3,763 ____________ 878-511310 FICA-Employer 34,885 36,489 40,252 29,559 40,026 44,143 ____________ 878-511350 TMRS-Employer 81,438 84,631 89,184 63,316 83,793 94,533 ____________ 878-511410 Health-Employer 101,872 117,259 138,542 104,764 127,861 151,442 ____________ 878-511500 Workman's Compensation 4,857 7,510 8,573 7,932 7,932 9,106 ____________ TOTAL Personnel Services 728,601 767,106 820,939 628,125 782,826 876,259 Supplies 878-521000 Operating Supplies 52,228 53,044 121,000 62,361 128,000 125,440 ____________ 878-521100 Office Supplies 455 212 1,500 55 750 735 ____________ 878-521200 Medical/Chem Supplies 4,633 3,466 13,000 3,132 10,000 12,740 ____________ 878-521300 Motor Vehicle Supplies 0 0 500 0 500 0 ____________ 878-521315 Landscaping Supplies-Campus 0 0 15,000 6,019 18,000 19,600 ____________ 878-521600 Equip Maint Supplies 0 519 1,500 0 1,500 1,470 ____________ TOTAL Supplies 57,316 57,240 152,500 71,566 158,750 159,985 City Support Services 878-532400 Computer Fees & Licenses 100 355 5,000 0 0 0 ____________ TOTAL City Support Services 100 355 5,000 0 0 0 Utility Services 878-533100 Gas Utility Service 4,022 4,827 5,000 8,457 10,000 9,800 ____________ 878-533200 Electric Utility Service 111,192 119,019 118,000 90,235 100,000 115,640 ____________ 878-533310 Telephone/Cell Phones 22 0 0 0 0 0 ____________ 878-533410 Water Utility Service 60,302 52,465 55,000 34,958 50,000 53,900 ____________ 878-533500 Vehicle Fuel 6,602 8,700 13,000 11,134 13,000 9,800 ____________ TOTAL Utility Services 182,140 185,012 191,000 144,784 173,000 189,140 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 878-535100 Uniforms 4,027 4,818 7,000 2,807 5,000 4,900 ____________ 878-535200 Awards 81 0 6,400 1,650 6,400 7,840 ____________ 878-535300 Memberships 373 156 0 0 0 0 ____________ 878-535500 Training/Travel 1,860 5,500 5,500 5,329 5,500 5,880 ____________ 878-535510 Meeting Expense 247 1,067 1,500 132 1,500 0 ____________ TOTAL Staff Support 6,588 11,542 20,400 9,919 18,400 18,620 xxxxxxx 137 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 52 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 878-541300 Prof Services/Consultng ( 581) 0 0 0 0 0 ____________ 878-541310 Contractual Services 92,091 94,954 160,000 107,890 190,000 190,904 ____________ TOTAL Professional Services 91,510 94,954 160,000 107,890 190,000 190,904 Maintenance Services 878-551100 Building Maint Misc 161,636 246,689 575,000 3,559 650,000 387,100 ____________ 878-551100.Builing Maint Misc - CH 0 7,619 0 824 0 0 ____________ 878-551100.Building Maint Misc - ADM 0 1,002 0 601 0 0 ____________ 878-551100.Building Maint Misc - COMM CT 0 346 0 514 0 0 ____________ 878-551100.Building Maint Misc - CIVIC C 42 2,630 0 740 0 0 ____________ 878-551100.Building Maint Misc - PD 853 415 0 0 0 0 ____________ 878-551100.Building Maint Misc - EMS1 158 577 0 0 0 0 ____________ 878-551100.Building Maint Misc - FD1 264 346 0 0 0 0 ____________ 878-551100.Building Maint Misc -F&F/PARK 280 984 0 150 0 0 ____________ 878-551100.Building Maint Misc - 11CP 0 250 0 150 0 0 ____________ 878-551100.Building Maint Misc - PW 0 349 0 0 0 0 ____________ 878-551100.Building Maint Misc - SENIOR 658 766 0 0 0 0 ____________ 878-551100.Buildings Maint Misc -BORGFEL 0 1,121 0 0 0 0 ____________ 878-551100.Building Maint Misc - FD2 0 437 0 0 0 0 ____________ 878-551100.Building Maint Misc - LIB 2,140 1,883 0 4,461 0 0 ____________ 878-551100.Building Maint Misc - AAC 196 0 0 0 0 0 ____________ 878-551100.Building Maint Misc-PICKRELL 0 349 0 0 0 0 ____________ 878-551100.Building Maint Misc - FD3 0 565 0 0 0 0 ____________ 878-551100.Building Maint Misc - BUNKER 600 0 0 0 0 0 ____________ 878-551110.Sitework - CIVIC C 0 121 0 0 0 0 ____________ 878-551110.Sitework - FD2 1,195 1,742 0 0 0 0 ____________ 878-551110.Sitework - LIB 4,608 0 0 0 0 0 ____________ 878-551110.Sitework - YMCA 2,500 0 0 1,174 0 0 ____________ 878-551110.Sitework - AAC 0 0 0 40,000 0 0 ____________ 878-551120.Roofing - CH 4,029 0 0 0 0 0 ____________ 878-551120.Roofing - ADM 0 275 0 0 0 0 ____________ 878-551120.Roofing - FD1 0 625 0 0 0 0 ____________ 878-551120.Roofing - CHAMBER CM 0 225 0 0 0 0 ____________ 878-551120.Roofing - BORGFELD 0 2,760 0 0 0 0 ____________ 878-551120.Roofing - EMS4 0 0 0 425 0 0 ____________ 878-551120.Roofing - YMCA 0 2,350 0 2,650 0 0 ____________ 878-551120.Roofing - SOCCER C 0 3,025 0 0 0 0 ____________ 878-551130 Plumbing - Misc. 62 2,304 0 420 0 0 ____________ 878-551130.Plumbing - CH 0 893 0 0 0 0 ____________ 878-551130.Plumbing - ADM 1,638 3,019 0 0 0 0 ____________ 878-551130.Plumbing - COMM CTR 215 2,348 0 1,574 0 0 ____________ 878-551130.Plumbing - CIVIC C 0 2,193 0 716 0 0 ____________ 878-551130.Plumbing - PD 1,510 1,832 0 334 0 0 ____________ 878-551130.Plumbing - EMS1 290 1,570 0 851 0 0 ____________ 878-551130.Plumbing - FD1 0 986 0 3,575 0 0 ____________ 878-551130.Plumbing - F&F/PARKS 0 187 0 0 0 0 ____________ 878-551130.Plumbing - 11CP 132 2,260 0 152 0 0 ____________ 878-551130.Plumbing - PW 0 2,824 0 179 0 0 ____________ xxxxxxx 138 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 53 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551130.Plumbing - SENIOR C 217 0 0 845 0 0 ____________ 878-551130.Plumbing - FD2 921 1,711 0 8,335 0 0 ____________ 878-551130.Plumbing - EMS4 6 0 0 522 0 0 ____________ 878-551130.Plumbing - LIB 9,830 1,113 0 1,002 0 0 ____________ 878-551130.Plumbing - YMCA 1,683 0 0 0 0 0 ____________ 878-551130.Plumbing - NORTHC C 0 113 0 0 0 0 ____________ 878-551130.Plumbing - AAC 700 4,233 2,000 2,152 0 0 ____________ 878-551130.Plumbing - AQUATIC C 0 11,676 0 0 0 0 ____________ 878-551130.Plumbing - PICKRELL P 0 0 0 411 0 0 ____________ 878-551130.Plumbing - 27CP 0 0 0 2,350 0 0 ____________ 878-551130.Plumbing - FD3 0 247 0 204 0 0 ____________ 878-551140 Electric - Misc. 9,846 1,722 0 3,010 0 0 ____________ 878-551140.Electric - CH 491 8,480 0 128 0 0 ____________ 878-551140.Electric - ADM 193 46 0 133 0 0 ____________ 878-551140.Electric - COMM CTR 0 560 0 0 0 0 ____________ 878-551140.Electric - C CHAMBERS 0 34 0 194 0 0 ____________ 878-551140.Electric - CIVIC C 1,318 1,027 0 1,035 0 0 ____________ 878-551140.Electric - PD 538 1,205 0 242 0 0 ____________ 878-551140.Electric - EMS1 210 1,546 0 240 0 0 ____________ 878-551140.Electric - FD1 446 1,537 0 1,201 0 0 ____________ 878-551140.Electric - EMS/PURCH 711 10 0 0 0 0 ____________ 878-551140.Electric - F&F/PARKS 168 0 0 228 0 0 ____________ 878-551140.Electric - 11CP 1,966 219 0 0 0 0 ____________ 878-551140.Electric - PW 25 675 0 1,761 0 0 ____________ 878-551140.Electric - CHAMBER CM 0 9 0 0 0 0 ____________ 878-551140.Electric - FD2 347 465 0 485 0 0 ____________ 878-551140.Electric - EMS4 72 0 0 3,032 0 0 ____________ 878-551140.Electric - LIB 9,292 1,857 0 253 0 0 ____________ 878-551140.Electric - YMCA 424 0 0 77 0 0 ____________ 878-551140.Electric - AAC 28 653 0 907 0 0 ____________ 878-551140.Electric - AQUATIC C 0 382 0 0 0 0 ____________ 878-551140.Electric - PICKRELL P 0 0 0 419 0 0 ____________ 878-551140.Electric - 27CP 0 0 0 905 0 0 ____________ 878-551140.Electric - FD3 181 50 0 265 0 0 ____________ 878-551150 HVAC - Misc. 2,744 10,038 0 6,728 0 0 ____________ 878-551150.HVAC - CH 0 818 0 0 0 0 ____________ 878-551150.HVAC - ADM 0 2,798 0 0 0 0 ____________ 878-551150.HVAC - COMM CTR 0 0 0 410 0 0 ____________ 878-551150.HVAC - C CHAMBERS 0 935 0 192 0 0 ____________ 878-551150.HVAC - CIVIC C 5,822 4,048 0 0 0 0 ____________ 878-551150.HVAC - PD 644 593 0 10,792 0 0 ____________ 878-551150.HVAC - EMS1 523 22,307 0 500 0 0 ____________ 878-551150.HVAC - FD1 0 38,654 0 66 0 0 ____________ 878-551150.HVAC - 11CP 464 162 0 0 0 0 ____________ 878-551150.HVAC - PW 0 2,093 0 0 0 0 ____________ 878-551150.HVAC - SENIOR C 0 0 0 15,080 0 0 ____________ 878-551150.HVAC - FD2 0 8,027 0 8,113 0 0 ____________ 878-551150.HVAC - EMS4 395 0 0 0 0 0 ____________ 878-551150.HVAC - LIB 1,074 1,227 0 1,351 0 0 ____________ 878-551150.HVAC - YMCA 331 2,735 0 0 0 0 ____________ xxxxxxx 139 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 54 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551150.HVAC - NORTHC C 0 0 0 15,500 0 0 ____________ 878-551150.HVAC - AAC 3,077 4,072 0 0 0 0 ____________ 878-551150.HVAC - AQUATIC C 15,406 2,020 0 0 0 0 ____________ 878-551150.HVAC - FD3 199 0 0 0 0 0 ____________ 878-551160 Windows, Doors - Misc. 0 55 0 1,408 0 0 ____________ 878-551160.Windows, Doors - CH 0 220 0 0 0 0 ____________ 878-551160.Windows, Doors - ADM 404 721 0 0 0 0 ____________ 878-551160.Windows, Doors - COMM CTR 0 26 0 0 0 0 ____________ 878-551160.Windows, Doors - C CHAMBERS 0 106 0 0 0 0 ____________ 878-551160.Windows, Doors - CIVIC C 429 1,247 0 615 0 0 ____________ 878-551160.Windows, Doors - PD 1,176 9,114 0 2,204 0 0 ____________ 878-551160.Windows, Doors - EMS1 1,523 2,900 0 3,861 0 0 ____________ 878-551160.Windows, Doors - FD1 602 3,544 0 5,772 0 0 ____________ 878-551160.Windows, Doors - EMS/PURCH 235 0 0 0 0 0 ____________ 878-551160.Windows, Doors - 11CP 2,223 76 0 0 0 0 ____________ 878-551160.Windows, Doors - PW 280 0 0 0 0 0 ____________ 878-551160.Windows, Doors - BORGFELD 0 283 0 0 0 0 ____________ 878-551160.Windows, Doors -FD2 277 5,579 0 3,917 0 0 ____________ 878-551160.Windows, Doors - LIB 1,509 3,663 0 0 0 0 ____________ 878-551160.Windows, Doors - YMCA 0 3,014 0 0 0 0 ____________ 878-551160.Windows, Doors - NORTHC C 0 11 0 0 0 0 ____________ 878-551160.Windows, Doors - AAC 186 1,122 0 0 0 0 ____________ 878-551160.Windows, Doors - 27CP 0 21 0 81 0 0 ____________ 878-551160.Windows, Doors - FD3 0 419 0 2,325 0 0 ____________ 878-551170 Finishes - Misc. 0 ( 2) 0 0 0 0 ____________ 878-551170.Finishes - CH 5,466 400 0 0 0 0 ____________ 878-551170.Finishes - ADM 1,055 5,277 0 4,815 0 0 ____________ 878-551170.Finishes - COMM CTR 0 4,556 0 0 0 0 ____________ 878-551170.Finishes - C CHAMBERS 0 1,200 0 24,417 0 0 ____________ 878-551170.Finishes - CIVIC C 1,140 640 0 3,058 0 0 ____________ 878-551170.Finishes - PD 22,125 60 0 1,229 0 0 ____________ 878-551170.Finishes - EMS1 17,926 19 0 0 0 0 ____________ 878-551170.Finishes - EMS/PURCH 0 2,470 0 0 0 0 ____________ 878-551170.Finishes - F&F/PARKS 379 0 0 0 0 0 ____________ 878-551170.Finishes - 11CP 1,432 660 0 0 0 0 ____________ 878-551170.Finishes - PW 259 1,033 0 52 0 0 ____________ 878-551170.Finishes - CHAMBER CM 0 0 0 22 0 0 ____________ 878-551170.Finishes - FD2 182 805 0 0 0 0 ____________ 878-551170.Finishes - LIB 0 0 0 322 0 0 ____________ 878-551170.Finishes - AAC 45 168 0 0 0 0 ____________ 878-551400 Minor & Other Equip Maint 3,692 0 0 320 0 0 ____________ 878-551800 Other Maintenance Agreements 15,897 29,925 33,000 23,228 33,000 32,340 ____________ TOTAL Maintenance Services 331,736 517,295 610,000 229,763 683,000 419,440 xxxxxxx 140 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 55 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Rental/Leasing 878-561100 Rental-Equipment 767 0 500 0 500 490 ____________ TOTAL Rental/Leasing 767 0 500 0 500 490 Operating Equipment 878-571200 Vehicles & Access. Less $5,00 5,758 0 0 0 0 0 ____________ 878-571600 Police/Fire/Medical Equipment 150 0 5,000 350 2,500 3,430 ____________ 878-571800 Equipment Less $5,000 650 2,861 1,000 0 1,000 490 ____________ TOTAL Operating Equipment 6,558 2,861 6,000 350 3,500 3,920 Capital Outlay 878-581200 Vehicles & Access. Over $5,00 26,694 27,266 32,000 26,033 26,033 92,500 ____________ TOTAL Capital Outlay 26,694 27,266 32,000 26,033 26,033 92,500 ________________________________________________________________________________________________________________________________________ TOTAL BUILDING MAINTENANCE 1,432,009 1,663,632 1,998,339 1,218,430 2,036,009 1,951,258 ________________________________________________________________________________________________________________________________________ TOTAL INTERNAL SERVICE 5,705,803 6,808,023 7,722,891 5,721,861 7,646,072 7,923,924 xxxxxxx 141 of 263 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 sex ual 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. xxxxxxx 142 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 57 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY'S ASSISTANCE ================= Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Assistance 901-537300 Patient Assistence 5,000 5,000 5,000 5,000 5,000 4,900 ____________ 901-537400 Transportation Assistance 42,666 42,666 42,666 42,666 42,666 41,813 ____________ 901-537500 Children's Advocacy Assistanc 5,000 5,000 5,000 5,000 5,000 4,900 ____________ 901-537600 Schertz Housing Authority 5,000 5,000 5,000 0 5,000 4,900 ____________ 901-537700 Senior Citizens Program 225,974 232,951 275,000 169,915 250,000 269,500 ____________ TOTAL City Assistance 283,640 290,617 332,666 222,581 307,666 326,013 Operating Equipment 901-571600 Donation-Expense Sr. Center 4,322 0 10,000 0 10,000 9,800 ____________ TOTAL Operating Equipment 4,322 0 10,000 0 10,000 9,800 ________________________________________________________________________________________________________________________________________ TOTAL CITY'S ASSISTANCE 287,962 290,617 342,666 222,581 317,666 335,813 xxxxxxx 143 of 263 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 enha nce 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. xxxxxxx 144 of 263 8-05-2022 06:33 AM C I T Y O F S C H E R T Z PAGE: 59 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ COURT-RESTRICTED FUNDS ====================== Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 910-571600 Court Technology Expenditure 0 11,770 19,452 5,985 19,452 12,740 ____________ TOTAL Operating Equipment 0 11,770 19,452 5,985 19,452 12,740 ________________________________________________________________________________________________________________________________________ TOTAL COURT-RESTRICTED FUNDS 0 11,770 19,452 5,985 19,452 12,740 xxxxxxx 145 of 263 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. xxxxxxx 146 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 6,714,516 7,102,016 7,329,862 7,143,570 7,329,862 7,696,355 ____________ Fund Transfers 0 7,915 0 2,737 2,737 814,143 ____________ Miscellaneous 94,896 126,592 105,000 79,250 136,118 175,750 ____________ TOTAL REVENUES 6,809,411 7,236,523 7,434,862 7,225,557 7,468,717 8,686,248 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ____________ TOTAL GENERAL GOVERNMENT 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ____________ TOTAL EXPENDITURES 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 REVENUE OVER/(UNDER) EXPENDITURES ( 216,308) 301,458 757,947 593,308 882,260 0 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 147 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411900 Property Tax Revenue 6,714,516 7,102,016 7,329,862 7,143,570 7,329,862 7,696,355 ____________ TOTAL Taxes 6,714,516 7,102,016 7,329,862 7,143,570 7,329,862 7,696,355 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 814,143 ____________ 000-486100 Transfer In 0 6,585 0 0 0 0 ____________ 000-486401 Transfer In -Bond Project Fun 0 1,330 0 2,737 2,737 0 ____________ TOTAL Fund Transfers 0 7,915 0 2,737 2,737 814,143 Miscellaneous 000-491000 Interest Earned 1,694 277 1,000 291 500 750 ____________ 000-491200 Investment Income 18,202 1,315 4,000 23,342 30,000 75,000 ____________ 000-495020 Contribution From YMCA 75,000 125,000 100,000 50,000 100,000 100,000 ____________ 000-498000 Proceeds From Refunding Debt 0 0 0 5,618 5,618 0 ____________ TOTAL Miscellaneous 94,896 126,592 105,000 79,250 136,118 175,750 ____________ TOTAL REVENUES 6,809,411 7,236,523 7,434,862 7,225,557 7,468,717 8,686,248 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 148 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541500 Paying Agent 4,200 3,800 5,000 3,400 4,000 4,000 ____________ 101-541502 Cost of Bond Issuance 0 174,800 45,000 44,693 80,000 80,000 ____________ TOTAL Professional Services 4,200 178,600 50,000 48,093 84,000 84,000 Debt Service 101-555629 Bond-GO 2007 Principal 315,000 325,000 340,000 340,000 340,000 355,000 ____________ 101-555629.Bond-GO 2007 Interest 111,468 98,579 85,267 85,151 85,267 71,123 ____________ 101-555633 Bond-GO SR2011 Principal 260,000 270,000 0 0 0 0 ____________ 101-555633.Bond-GO SR2011 Interest 308,888 6,750 0 0 0 0 ____________ 101-555634 Bond-GO 2011A Refund-Principa 475,000 485,000 0 0 0 0 ____________ 101-555634.Bond-GO 2011A Refund-Interest 63,428 5,462 0 0 0 0 ____________ 101-555635 Bond-GO 2012 - Principal 355,000 365,000 375,000 375,000 375,000 0 ____________ 101-555635.Bond-GO 2012 - Interest 149,170 138,370 128,677 4,219 4,219 0 ____________ 101-555638 Bond-GO 2014 Refund-Principal 100,000 100,000 750,000 750,000 750,000 775,000 ____________ 101-555638.Bond-GO 2014 Refund-Interest 283,775 280,775 268,025 268,025 268,025 245,150 ____________ 101-555639 Tax Note - SR2015 - Principal 35,000 40,000 0 0 0 0 ____________ 101-555639.Tax Note - SR2015 - Interest 1,308 694 0 0 0 0 ____________ 101-555640 Bond-Ref 2015 Bond-Principal 675,000 690,000 0 0 0 0 ____________ 101-555640.Bond-GO Ref 2015-Interest 66,188 47,400 37,050 37,050 37,050 37,050 ____________ 101-555641 Tax Note - SR2015A-Principal 150,000 150,000 155,000 155,000 155,000 0 ____________ 101-555641.Tax Note - SR2015A - Interest 7,007 4,697 2,387 2,387 2,387 0 ____________ 101-555642 Bond-GO SR2016-Principal 225,000 235,000 245,000 245,000 245,000 255,000 ____________ 101-555642.Bond-GO SR2016-Interest 150,406 141,206 131,607 131,606 131,607 121,606 ____________ 101-555643 Bond-TaxableB CO SR2016-Princ 60,000 60,000 60,000 60,000 60,000 65,000 ____________ 101-555643.Bond-Taxable CO SR2016-Intere 43,863 42,063 40,263 40,263 40,263 38,388 ____________ 101-555644 Bond-NonTaxA CO SR2016-Princi 180,000 190,000 195,000 195,000 195,000 205,000 ____________ 101-555644.Bond-NonTax CO SR2016-Interes 55,569 48,169 40,469 40,469 40,469 32,469 ____________ 101-555645 Bond-CO SR2017-Principal 290,000 295,000 420,000 305,000 420,000 315,000 ____________ 101-555645.Bond-CO SR2017 - Interest 130,475 121,700 114,425 112,700 114,425 103,400 ____________ 101-555646 Bond-GO SR2017 - Principal 155,000 160,000 165,000 165,000 165,000 170,000 ____________ 101-555646.Bond-GO SR2017 - Interest 109,650 104,925 100,050 100,050 100,050 95,025 ____________ 101-555647 Bond-GO 2018 Refund- Principa 560,000 570,000 585,000 585,000 585,000 595,000 ____________ 101-555647.Bond-GO 2018 Refund - Interes 110,346 98,368 86,125 86,125 86,125 73,617 ____________ 101-555648 Bond-CO SR2018 - Principal 220,000 235,000 245,000 245,000 245,000 260,000 ____________ 101-555648.Bond-CO 2018 - Interest 187,263 175,888 163,888 163,888 163,888 151,263 ____________ 101-555649 Bond-GO 2018 Ref - Principal 580,000 530,000 185,000 185,000 185,000 205,000 ____________ 101-555649.Bond-GO 2018 Ref - Interest 227,444 199,694 181,819 181,819 181,819 172,069 ____________ 101-555650 Bond-CO 2019-Principal 250,000 255,000 265,000 265,000 265,000 275,000 ____________ 101-555650.Bond-CO 2019-Interest 130,275 122,700 114,900 114,900 114,900 106,800 ____________ 101-555651 Bond-GO 2020-Principal 0 0 935,000 935,000 935,000 960,000 ____________ 101-555651.Bond-GO 2020-Interest 0 164,027 211,963 211,963 211,963 174,063 ____________ 101-555652 Bond-GO 2021 Ref - Principal 0 0 0 0 0 350,000 ____________ 101-555652.Bond-GO 2021 Ref - Interest 0 0 0 98,850 0 124,800 ____________ 101-555653 Bond-CO 2022 - Principal 0 0 0 0 0 175,000 ____________ 101-555653.Bond-CO 2022 - Interest 0 0 0 99,692 0 166,525 ____________ 101-555654 Bond-CO 2022A - Principal 0 0 0 0 0 595,000 ____________ xxxxxxx 149 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 101-555655 Bond-GO 2022 - Principal 0 0 0 0 0 1,333,900 ____________ TOTAL Debt Service 7,021,520 6,756,465 6,626,915 6,584,155 6,502,457 8,602,248 Other Financing Sources ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 150 of 263 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 1,280,599 W&S Administration 27,262,779 24,320,087 25,567,038 Projects 0 570,000 0 Total $30,756,941 $26,105,024 $26,847,637 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 2.8% from the FY 2021-22 year- end estimates. xxxxxxx 151 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Franchises 272,118 296,913 304,487 360,419 400,000 400,000 ____________ Permits 3,000 0 0 0 0 0 ____________ Fees 26,403,587 25,922,940 27,485,000 23,339,095 27,455,000 27,487,000 ____________ Fund Transfers 146,400 171,404 526,000 125,000 435,000 150,000 ____________ Miscellaneous 3,578,921 5,616,906 443,236 363,065 373,236 448,858 ____________ TOTAL REVENUES 30,404,026 32,008,163 28,758,723 24,187,580 28,663,236 28,485,858 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 2,900,000 2,405,230 0 0 0 0 ____________ BUSINESS OFFICE 974,558 1,088,932 1,247,318 976,365 1,214,937 1,280,599 ____________ TOTAL GENERAL GOVERNMENT 3,874,558 3,494,162 1,247,318 976,365 1,214,937 1,280,599 PUBLIC WORKS W & S ADMINISTRATION 25,336,076 27,262,779 24,104,044 20,010,822 24,320,087 25,567,038 ____________ TOTAL PUBLIC WORKS 25,336,076 27,262,779 24,104,044 20,010,822 24,320,087 25,567,038 MISC & PROJECTS PROJECTS 0 0 570,000 5,000,000 570,000 0 ____________ TOTAL MISC & PROJECTS 0 0 570,000 5,000,000 570,000 0 ____________ TOTAL EXPENDITURES 29,210,634 30,756,941 25,921,362 25,987,187 26,105,024 26,847,637 REVENUE OVER/(UNDER) EXPENDITURES 1,193,392 1,251,223 2,837,361 ( 1,799,607) 2,558,212 1,638,221 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 152 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Franchises 000-421490 Cell Tower Leasing 272,118 296,913 304,487 360,419 400,000 400,000 ____________ TOTAL Franchises 272,118 296,913 304,487 360,419 400,000 400,000 Permits 000-436010 Network Nodes 3,000 0 0 0 0 0 ____________ TOTAL Permits 3,000 0 0 0 0 0 Fees 000-455200 Garbage Collection Fee 5,220,775 5,157,312 5,300,000 4,687,400 5,340,000 5,300,000 ____________ 000-455600 Fire Line Fees 0 0 0 0 0 22,000 ____________ 000-455700 Recycle Fee Revenue 335,561 333,131 345,000 288,627 345,000 340,000 ____________ 000-455800 W&S Line Constructn Reimbur 30,995 26,565 25,000 11,126 25,000 25,000 ____________ 000-457100 Sale of Water 12,343,795 11,566,510 12,600,000 10,347,539 12,600,000 12,600,000 ____________ 000-457110 Edwards Water Lease 55,616 26,700 40,000 0 0 40,000 ____________ 000-457120 Water Transfer Charge-Selma 17,169 13,882 30,000 0 0 15,000 ____________ 000-457200 Sale of Meters 110,222 95,185 120,000 60,770 90,000 100,000 ____________ 000-457400 Sewer Charges 8,154,074 8,608,375 8,770,000 7,680,052 8,800,000 8,800,000 ____________ 000-457500 Water Penalties 132,355 52,254 250,000 261,357 250,000 240,000 ____________ 000-458110 Sale of Merchandise - GovDeal 0 41,000 2,500 0 2,500 2,500 ____________ 000-459200 NSF Check Fee-Water&Sewer 3,025 2,025 2,500 2,225 2,500 2,500 ____________ TOTAL Fees 26,403,587 25,922,940 27,485,000 23,339,095 27,455,000 27,487,000 Fund Transfers 000-486000 Transfer In - Reserves 0 0 91,000 0 0 0 ____________ 000-486101 Transfer In-General Fund 0 0 285,000 0 285,000 0 ____________ 000-486204 Interfnd Chrg-Drainage Billin 146,400 146,400 150,000 125,000 150,000 150,000 ____________ 000-486406 Transfer In - Pblc Imprvmnt 0 25,004 0 0 0 0 ____________ TOTAL Fund Transfers 146,400 171,404 526,000 125,000 435,000 150,000 Miscellaneous 000-490000 Misc Charges 6,012 15,964 10,500 10,055 10,500 10,500 ____________ 000-491000 Interest Earned 22,693 8,479 20,000 11,809 12,000 25,000 ____________ 000-491200 Investment Income 143,787 30,912 90,000 28,874 35,000 100,000 ____________ 000-495013 Capital Contribution-W&S 292,408 5,243,820 0 0 0 0 ____________ 000-496000 Water Construction Reserve Ac 1 0 0 0 0 0 ____________ 000-497000 Misc Income-W&S 2,963,406 66,295 25,000 2,770 18,000 18,000 ____________ 000-498110 Salary Reimb-SSLGC 150,614 251,437 297,736 309,557 297,736 295,358 ____________ 000-499100 Distribution- GSE Bond Settln 0 0 0 ( 0 ) 0 0 ____________ TOTAL Miscellaneous 3,578,921 5,616,906 443,236 363,065 373,236 448,858 ____________ TOTAL REVENUES 30,404,026 32,008,163 28,758,723 24,187,580 28,663,236 28,485,858 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 153 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Fund Charges/Transfers 101-548406 Transfer To Public Improvemen 2,900,000 1,805,230 0 0 0 0 ____________ 101-548406.Transfer Out-Water/Sewer Prjc 0 600,000 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 2,900,000 2,405,230 0 0 0 0 Other Financing Sources ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 2,900,000 2,405,230 0 0 0 0 xxxxxxx 154 of 263 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 p roviders. 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 ORGANIZATIONAL CHART xxxxxxx 155 of 263 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 xxxxxxx 156 of 263 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel Services $504,675 $538,555 $567,708 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 $1,280,599 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 5.4% from the FY 2021-22 year-end estimate for wage increases, increased charges for credit card processing fees and a customer text notification software. xxxxxxx 157 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ BUSINESS OFFICE =============== Personnel Services 176-511110 Regular 307,855 328,735 346,860 283,670 350,017 364,889 ____________ 176-511120 Overtime 5,687 5,411 7,451 4,614 7,000 7,078 ____________ 176-511180 LTD 221 0 0 0 0 0 ____________ 176-511210 Longevity 5,546 6,226 7,384 7,514 7,514 6,450 ____________ 176-511230 Certification Allowance 0 1,521 1,170 3,016 3,621 3,150 ____________ 176-511310 FICA - Employer 23,446 24,724 27,670 21,985 28,164 29,190 ____________ 176-511350 TMRS-Employer 69,264 55,330 59,255 35,538 58,960 62,510 ____________ 176-511410 Health-Employer 103,885 80,873 95,326 67,269 81,186 92,143 ____________ 176-511500 Workers' Compensation 1,420 1,856 2,262 2,093 2,093 2,298 ____________ TOTAL Personnel Services 517,323 504,675 547,378 425,698 538,555 567,708 Supplies 176-521000 Operating Supplies 1,537 1,737 3,000 1,584 0 291 ____________ 176-521100 Office Supplies 1,501 1,659 2,100 2,113 2,100 2,100 ____________ 176-521405 Water Meters-New 0 143,588 180,000 125,014 180,000 208,000 ____________ TOTAL Supplies 3,038 146,984 185,100 128,711 182,100 210,391 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 176-532355 Software Maintenance 0 0 65,000 36,065 36,065 65,000 ____________ 176-532400 Computer Fees & Licenses 67,064 33,151 0 0 0 0 ____________ 176-532900 Contingencies 984 0 3,500 1,197 1,197 5,000 ____________ TOTAL City Support Services 68,048 33,151 68,500 37,262 37,262 70,000 Utility Services 176-533310 Telephone/Cell Phone 2,414 1,732 2,400 556 1,800 1,500 ____________ 176-533500 Vehicle Fuel 6,682 9,055 7,000 8,099 8,000 10,000 ____________ TOTAL Utility Services 9,095 10,787 9,400 8,655 9,800 11,500 Operations Support 176-534000 Postage 77,290 84,973 74,500 56,906 90,000 95,000 ____________ 176-534200 Printing & Binding 20,664 21,078 18,000 27,635 22,000 25,000 ____________ 176-534300 Equipment Maintenance - Copie 416 6,161 10,000 6,161 6,500 0 ____________ TOTAL Operations Support 98,370 112,212 102,500 90,703 118,500 120,000 Staff Support 176-535100 Uniforms 2,423 2,163 2,300 2,178 2,300 3,200 ____________ 176-535200 Awards 0 108 200 200 200 1,000 ____________ 176-535300 Memberships 37 0 100 70 100 500 ____________ 176-535500 Training/Travel 1,636 763 3,500 1,343 3,500 3,500 ____________ 176-535510 Meeting Expenses 222 195 300 187 300 500 ____________ TOTAL Staff Support 4,318 3,230 6,400 3,978 6,400 8,700 xxxxxxx 158 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 176-541800 Credit Card Fees 266,429 268,102 256,000 218,004 256,000 270,000 ____________ 176-541810 Credit Cards Fees - AMEX 2,886 4,751 3,000 1,294 3,000 3,000 ____________ TOTAL Professional Services 269,315 272,853 259,000 219,298 259,000 273,000 Maintenance Services 176-551800 Other Maintenance Agreements 4,620 5,040 5,040 3,780 5,040 18,700 ____________ TOTAL Maintenance Services 4,620 5,040 5,040 3,780 5,040 18,700 Operating Equipment 176-571000 Furniture & Fixtures 430 0 0 0 0 600 ____________ TOTAL Operating Equipment 430 0 0 0 0 600 Capital Outlay 176-581200 Vehicles & Access. Over $5,00 0 0 64,000 58,280 58,280 0 ____________ TOTAL Capital Outlay 0 0 64,000 58,280 58,280 0 ________________________________________________________________________________________________________________________________________ TOTAL BUSINESS OFFICE 974,558 1,088,932 1,247,318 976,365 1,214,937 1,280,599 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 3,874,558 3,494,162 1,247,318 976,365 1,214,937 1,280,599 xxxxxxx 159 of 263 DEPARTMENT: PUBLIC WORKS DIVISION: 575 WATER & SEWER ADMINISTRATION FUND: 202 WATER AND SEWER DEPARTMENT DESCRIPTION The Water and Wastewater division of Public Works p rovides 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 o versees 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 wastewate r 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. ORGANIZATION CHART xxxxxxx 160 of 263 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 xxxxxxx 161 of 263 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 xxxxxxx 162 of 263 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel Services $1,801,986 $1,846,546 $2,026,072 Supplies 78,926 88,000 63,000 City Support Services 68,258 74,062 213,996 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 $25,567,038 Projects $0 $570,000 $0 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 5.1% from the FY 2021-22 year-end estimate for wage increases, water gems software, a new mobile bypass pump and additional debt payments. xxxxxxx 163 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ W & S ADMINISTRATION ==================== Personnel Services 575-511110 Regular 1,060,790 1,182,237 1,260,314 990,713 1,209,413 1,312,282 ____________ 575-511120 Overtime 55,522 52,807 66,909 59,016 65,000 68,981 ____________ 575-511180 LTD 719 0 0 0 0 0 ____________ 575-511210 Longevity 22,381 30,266 13,589 11,426 11,426 13,861 ____________ 575-511230 Certification Allowance 13,856 10,761 13,880 14,278 16,688 13,791 ____________ 575-511240 Vehicle/phone Allowance 727 900 900 762 935 900 ____________ 575-511310 FICA - Employer 81,682 92,185 103,400 78,757 99,715 107,565 ____________ 575-511350 TMRS-Employer 247,839 203,588 221,431 158,400 208,749 230,350 ____________ 575-511410 Health-Employer 223,819 218,247 256,968 181,967 221,145 262,925 ____________ 575-511500 Workers' Compensation 8,543 10,995 14,564 13,475 13,475 15,417 ____________ TOTAL Personnel Services 1,715,878 1,801,986 1,951,955 1,508,794 1,846,546 2,026,072 Supplies 575-521000 Operating Supplies 8,638 8,469 12,000 9,963 10,000 10,000 ____________ 575-521100 Office Supplies 1,398 962 1,500 1,144 1,500 1,500 ____________ 575-521200 Medical/Chem Supplies 1,158 1,391 1,500 1,129 1,500 1,500 ____________ 575-521400 Plumbing Supplies 13,032 68,105 50,000 1,506 75,000 50,000 ____________ 575-521405 Water Meters-New 138,143 0 0 0 0 0 ____________ TOTAL Supplies 162,369 78,926 65,000 13,742 88,000 63,000 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 575-532400 Computer Fees & Licenses 0 0 0 0 0 23,496 ____________ 575-532500 City Insurance-Commercial 58,697 65,833 67,000 70,562 70,562 78,000 ____________ 575-532800 Employee Appreciation Events 2,343 2,500 2,500 1,436 3,500 3,500 ____________ 575-532900 Contingencies 0 ( 76) 101,000 0 0 109,000 ____________ TOTAL City Support Services 61,040 68,258 170,500 71,998 74,062 213,996 Utility Services 575-533100 Gas Utility Service 1,503 2,064 2,000 2,636 3,000 3,000 ____________ 575-533200 Electric Utility Service 274,727 428,361 320,000 271,777 325,000 325,000 ____________ 575-533300 Telephone/Land Line 0 0 0 0 2,000 0 ____________ 575-533310 Telephone/Cell Phones 1,979 429 3,500 81 0 2,000 ____________ 575-533320 Telephone/Air Cards 124 0 200 0 0 0 ____________ 575-533400 Water Purchase 3,460,169 3,293,664 3,200,000 2,290,118 3,200,000 3,200,000 ____________ 575-533410 Water Utility Service 1,730 1,936 2,500 1,652 2,500 2,500 ____________ 575-533500 Vehicle Fuel 40,396 47,213 55,000 49,316 53,000 53,000 ____________ TOTAL Utility Services 3,780,627 3,773,667 3,583,200 2,615,580 3,585,500 3,585,500 xxxxxxx 164 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 575-534000 Postage 188 306 300 224 300 300 ____________ 575-534100 Advertising 3,350 2,455 5,000 0 0 3,000 ____________ 575-534200 Printing & Binding 86 0 250 117 250 250 ____________ 575-534300 Equipment Maintenance - Copie 6,838 6,688 6,500 5,826 6,500 6,500 ____________ TOTAL Operations Support 10,462 9,450 12,050 6,167 7,050 10,050 Staff Support 575-535100 Uniforms 19,761 15,113 20,000 7,014 20,000 20,000 ____________ 575-535300 Memberships 5,701 5,683 0 0 0 0 ____________ 575-535500 Training/Travel 12,270 15,000 21,000 11,782 23,000 23,000 ____________ 575-535510 Meeting Expenses 1,235 1,999 2,000 143 0 0 ____________ TOTAL Staff Support 38,967 37,795 43,000 18,938 43,000 43,000 City Assistance 575-537100 Medical Services 227 200 250 40 0 0 ____________ TOTAL City Assistance 227 200 250 40 0 0 Professional Services 575-541200 Legal Svcs 304,299 225,226 200,000 55,073 150,000 150,000 ____________ 575-541300 Other Consl/Prof Services 31,319 121,249 145,000 44,566 145,000 145,000 ____________ 575-541305 Cell Tower Management Fees 80,753 92,124 106,570 108,128 108,000 108,000 ____________ 575-541400 Auditor/Accounting Service 24,000 26,000 24,000 19,000 19,000 24,000 ____________ 575-541500 Paying Agent 1,400 1,400 1,400 397 1,400 1,400 ____________ 575-541502 Cost of Bond Issuance 0 0 0 20,499 40,000 0 ____________ TOTAL Professional Services 441,771 465,999 476,970 247,663 463,400 428,400 Fund Charges/Transfers 575-548040 Contribution To CVLGC 100,000 99,999 300,000 300,000 300,000 400,000 ____________ 575-548050 Contribution to SSLG 3,892,799 3,908,231 4,000,000 3,657,351 4,000,000 3,898,064 ____________ 575-548060 Contribution to CCMA 717,400 714,450 800,000 223,120 800,000 800,000 ____________ 575-548101 Transfer Out - General Fund 0 0 4,000 0 0 4,000 ____________ 575-548600 Inter-fund Charges-Admin 1,385,000 1,450,827 1,478,230 1,231,858 1,478,230 1,493,620 ____________ 575-548610 Interfund Charge-Fleet 132,937 116,624 163,596 136,330 163,596 150,684 ____________ 575-548700 Bad Debt Expense 293,911 0 80,000 0 0 0 ____________ 575-548800 Depreciation Expense 2,288,708 2,313,943 0 0 0 0 ____________ 575-548900 Amortization Expense 11,381 11,381 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 8,822,137 8,615,455 6,825,826 5,548,660 6,741,826 6,746,368 Maintenance Services 575-551100 Building Maintenance 1,639 2,451 5,000 2,741 5,000 5,000 ____________ 575-551300 Computer Maintenance 9,656 11,004 17,500 4,750 17,500 17,500 ____________ 575-551400 Minor & Other Equip Maint 1,124 2,127 5,100 906 5,100 5,100 ____________ 575-551500 Water Maintenance 119,625 70,211 155,000 76,540 200,000 200,000 ____________ 575-551510 Waste Contractor Expense 5,018,537 5,206,801 4,800,000 3,860,203 5,000,000 5,000,000 ____________ 575-551520 Sewer Treatment-CCMA/MUD 3,843,403 4,708,982 4,100,000 4,112,730 4,182,000 4,182,000 ____________ 575-551530 Sewer Maintenance 428,425 129,617 84,000 67,144 90,000 90,000 ____________ 575-551540 I&I Maintenance 16,735 45,429 46,800 2,008 50,000 50,000 ____________ 575-551600 Street Maintenance Materials 21,059 18,411 20,000 12,296 20,000 20,000 ____________ xxxxxxx 165 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 8 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 575-551720 Low Flow Rebate Program 300 0 400 50 400 400 ____________ 575-551800 Other Maintenance Agreements 240 220 240 140 200 200 ____________ TOTAL Maintenance Services 9,460,743 10,195,253 9,234,040 8,139,507 9,570,200 9,570,200 Other Costs 575-554100 State Water Fees-TCEQ 36,605 40,000 38,500 36,616 40,000 40,000 ____________ TOTAL Other Costs 36,605 40,000 38,500 36,616 40,000 40,000 Debt Service 575-555900 Debt Service 0 1,560,000 1,025,000 1,024,675 1,024,675 1,912,700 ____________ 575-555900.Interest Expense 636,763 512,273 493,553 592,737 493,553 587,077 ____________ TOTAL Debt Service 636,763 2,072,273 1,518,553 1,617,412 1,518,228 2,499,777 Other Financing Sources 575-556000 Issuance Costs 0 0 0 57,095 100,000 0 ____________ TOTAL Other Financing Sources 0 0 0 57,095 100,000 0 Rental/Leasing 575-561000 Rental-Building & Land 2,952 3,041 3,200 3,132 3,275 3,275 ____________ 575-561100 Rental-Equipment 0 0 9,000 8,133 1,000 1,000 ____________ 575-561200 Lease/Purchase Payments 133,300 93,527 0 68,000 68,000 68,000 ____________ TOTAL Rental/Leasing 136,252 96,568 12,200 79,265 72,275 72,275 Operating Equipment 575-571000 Furniture & Fixtures 2,355 4,361 4,000 279 3,000 3,000 ____________ 575-571500 Minor Equipment 6,364 2,588 5,000 3,005 4,000 4,000 ____________ TOTAL Operating Equipment 8,719 6,950 9,000 3,284 7,000 7,000 Capital Outlay 575-581200 Vehicles & Access. Over $5,00 0 0 58,000 0 58,000 52,500 ____________ 575-581800 Equipment Over $5,000 23,516 0 105,000 46,061 105,000 208,900 ____________ TOTAL Capital Outlay 23,516 0 163,000 46,061 163,000 261,400 Water Line Relocation ___________ ___________ ___________ ___________ ___________ ____________ ____________ Aviation Heights ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL W & S ADMINISTRATION 25,336,076 27,262,779 24,104,044 20,010,822 24,320,087 25,567,038 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC WORKS 25,336,076 27,262,779 24,104,044 20,010,822 24,320,087 25,567,038 xxxxxxx 166 of 263 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. xxxxxxx 167 of 263 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 $44,000 0 Total $558,922 $31,000 $44,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $44,000 for any professional services or studies that need to be completed. xxxxxxx 168 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 1,244,813 1,079,712 1,100,000 716,089 1,000,000 1,100,000 ____________ Miscellaneous 83,451 10,310 16,000 23,660 20,750 51,500 ____________ TOTAL REVENUES 1,328,264 1,090,022 1,116,000 739,749 1,020,750 1,151,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 58,301 46,922 51,000 17,033 31,000 44,000 ____________ TOTAL GENERAL GOVERNMENT 58,301 46,922 51,000 17,033 31,000 44,000 MISC & PROJECTS PROJECTS 0 512,000 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 512,000 0 0 0 0 ____________ TOTAL EXPENDITURES 58,301 558,922 51,000 17,033 31,000 44,000 REVENUE OVER/(UNDER) EXPENDITURES 1,269,963 531,100 1,065,000 722,716 989,750 1,107,500 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 169 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455900 Cap Rcvry-Water 1,244,813 1,079,712 1,100,000 716,089 1,000,000 1,100,000 ____________ TOTAL Fees 1,244,813 1,079,712 1,100,000 716,089 1,000,000 1,100,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 2,843 237 1,000 248 750 1,500 ____________ 000-491200 Investment Income 80,608 10,073 15,000 23,412 20,000 50,000 ____________ TOTAL Miscellaneous 83,451 10,310 16,000 23,660 20,750 51,500 ____________ TOTAL REVENUES 1,328,264 1,090,022 1,116,000 739,749 1,020,750 1,151,500 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 170 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 101-541300 Professional Services-Cap Pla 57,301 45,922 50,000 16,033 30,000 43,000 ____________ 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 1,000 1,000 ____________ TOTAL Professional Services 58,301 46,922 51,000 17,033 31,000 44,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 58,301 46,922 51,000 17,033 31,000 44,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 58,301 46,922 51,000 17,033 31,000 44,000 xxxxxxx 171 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Personnel Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers 900-548406 Transfer Out-Public Imprvment 0 512,000 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 512,000 0 0 0 0 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 512,000 0 0 0 0 xxxxxxx 172 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SCHAEFER RD WATER IMPR ====================== Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 512,000 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 58,301 558,922 51,000 17,033 31,000 44,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 173 of 263 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 20 11. 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. PERFORMANCE INDICATORS xxxxxxx 174 of 263 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 $52,500 Total $7,855,487 $40,500 $52,500 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $52,500 for any professional services or studies that need to be completed. xxxxxxx 175 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 641,746 611,659 600,000 304,209 500,000 550,000 ____________ Miscellaneous 91,786 9,865 60,250 22,626 20,500 51,500 ____________ TOTAL REVENUES 733,531 621,523 660,250 326,835 520,500 601,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 164,536 7,855,487 55,500 20,242 40,500 52,500 ____________ TOTAL GENERAL GOVERNMENT 164,536 7,855,487 55,500 20,242 40,500 52,500 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 164,536 7,855,487 55,500 20,242 40,500 52,500 REVENUE OVER/(UNDER) EXPENDITURES 568,996 ( 7,233,964) 604,750 306,593 480,000 549,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 176 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455910 Cap Rcvry-Waste Water 641,746 611,659 600,000 304,209 500,000 550,000 ____________ TOTAL Fees 641,746 611,659 600,000 304,209 500,000 550,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 1,655 195 250 255 500 1,500 ____________ 000-491200 Investment Income 99,102 39,750 60,000 32,682 20,000 50,000 ____________ 000-491900 Unrealize Gain/Loss-Captl On( 8,972 ) ( 30,080) 0 ( 10,311 ) 0 0 ____________ TOTAL Miscellaneous 91,786 9,865 60,250 22,626 20,500 51,500 ____________ TOTAL REVENUES 733,531 621,523 660,250 326,835 520,500 601,500 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 177 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 101-541300 Professional Services-Cap Pla 159,005 55,698 50,000 15,816 35,000 50,000 ____________ 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 1,000 1,000 ____________ 101-541650 Investment Mgt Fee-Sewer 4,531 3,789 4,500 3,426 4,500 1,500 ____________ TOTAL Professional Services 164,536 60,487 55,500 20,242 40,500 52,500 Fund Charges/Transfers 101-548406 Transfer Out-Water/Sewer Prjc 0 7,795,000 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 7,795,000 0 0 0 0 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 164,536 7,855,487 55,500 20,242 40,500 52,500 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 164,536 7,855,487 55,500 20,242 40,500 52,500 xxxxxxx 178 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SEWER PROJECTS ============== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 164,536 7,855,487 55,500 20,242 40,500 52,500 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 179 of 263 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 im pervious 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. ORGANIZATIONAL CHART City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance xxxxxxx 180 of 263 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 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 xxxxxxx 181 of 263 Expenses Personnel $379,237 $369,167 $522,998 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 $1,437,591 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 28.3% from the FY 2021-22 year-end estimate for wage increases and equipment replacements. xxxxxxx 182 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Permits 3,220 6,670 4,000 7,700 7,000 7,000 ____________ Fees 1,230,623 1,211,192 1,260,000 1,046,517 1,258,500 1,258,500 ____________ Fund Transfers 0 0 17,229 0 0 182,573 ____________ Miscellaneous 13,209 59,975 3,000 1,200 1,200 2,000 ____________ TOTAL REVENUES 1,247,052 1,277,838 1,284,229 1,055,416 1,266,700 1,450,073 EXPENDITURE SUMMARY PUBLIC WORKS DRAINAGE 1,051,332 1,210,097 1,272,024 836,346 1,120,076 1,437,591 ____________ TOTAL PUBLIC WORKS 1,051,332 1,210,097 1,272,024 836,346 1,120,076 1,437,591 MISC & PROJECTS PROJECTS 0 0 0 26,517 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 26,517 0 0 ____________ TOTAL EXPENDITURES 1,051,332 1,210,097 1,272,024 862,864 1,120,076 1,437,591 REVENUE OVER/(UNDER) EXPENDITURES 195,720 67,741 12,205 192,552 146,624 12,482 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 183 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Permits 000-432400 Floodplain Permit 3,220 6,670 4,000 7,700 7,000 7,000 ____________ TOTAL Permits 3,220 6,670 4,000 7,700 7,000 7,000 Fees 000-457500 Drainage Penalties 4,250 1,540 10,000 8,241 8,500 8,500 ____________ 000-457600 Drainage Fee 1,226,373 1,209,653 1,250,000 1,038,275 1,250,000 1,250,000 ____________ TOTAL Fees 1,230,623 1,211,192 1,260,000 1,046,517 1,258,500 1,258,500 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 165,000 ____________ 000-486100 Transfer In 0 0 17,229 0 0 0 ____________ 000-486101 Transfer In - General Fund 0 0 0 0 0 17,573 ____________ TOTAL Fund Transfers 0 0 17,229 0 0 182,573 Miscellaneous 000-491000 Interest Earned 413 82 1,000 169 200 500 ____________ 000-491200 Investment Income 9,294 738 2,000 1,031 1,000 1,500 ____________ 000-497000 Misc Income-Drainage ( 229) 59,155 0 0 0 0 ____________ 000-497100 MISC INCOME-SCRAP METAL SALES 3,730 0 0 0 0 0 ____________ TOTAL Miscellaneous 13,209 59,975 3,000 1,200 1,200 2,000 ____________ TOTAL REVENUES 1,247,052 1,277,838 1,284,229 1,055,416 1,266,700 1,450,073 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 184 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ DRAINAGE ======== Personnel Services 579-511110 Regular 225,927 234,047 280,825 176,132 228,098 319,184 ____________ 579-511120 Overtime 3,296 8,883 6,782 3,075 4,000 7,174 ____________ 579-511180 LTD 144 0 0 0 0 0 ____________ 579-511210 Longevity 8,616 9,876 9,902 9,935 9,935 9,558 ____________ 579-511230 Certification Allowance 1,962 1,985 2,400 1,906 2,377 2,450 ____________ 579-511310 FICA - Employer 15,272 18,135 23,764 13,612 18,697 25,885 ____________ 579-511350 TMRS-Employer 7,131 41,806 50,892 28,196 39,142 55,433 ____________ 579-511410 Health-Employer 46,266 60,674 77,281 49,247 62,224 97,783 ____________ 579-511500 Workers' Compensation 3,166 3,831 5,074 4,694 4,694 5,531 ____________ TOTAL Personnel Services 311,779 379,237 456,920 286,797 369,167 522,998 Supplies 579-521000 Operating Supplies 3,154 2,318 4,900 120 2,500 2,500 ____________ 579-521100 Office Supplies 468 237 500 30 250 250 ____________ 579-521200 Medical/Chem Supplies 2,579 1,162 2,900 2,855 4,000 4,000 ____________ 579-521300 Motor Vehicle Supplies 0 0 200 0 0 200 ____________ TOTAL Supplies 6,202 3,717 8,500 3,006 6,750 6,950 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 579-532500 City Insurance-Commercial 4,924 2,974 3,500 3,111 3,500 3,500 ____________ 579-532800 EMPLOYEE APPRECIATION EVENTS 1,202 1,500 1,500 914 2,500 2,500 ____________ 579-532900 Contingencies 869 0 15,500 399 399 10,000 ____________ TOTAL City Support Services 6,995 4,474 20,500 4,424 6,399 16,000 Utility Services 579-533310 Telephone/Cell Phones 679 805 1,200 383 900 900 ____________ 579-533500 Vehicle Fuel 11,169 19,483 25,500 16,960 16,000 16,000 ____________ TOTAL Utility Services 11,847 20,288 26,700 17,343 16,900 16,900 Operations Support 579-534000 Postage 0 0 50 0 0 0 ____________ 579-534200 Printing & Binding 0 31 1,000 0 0 0 ____________ TOTAL Operations Support 0 31 1,050 0 0 0 Staff Support 579-535100 Uniforms 5,618 6,306 6,000 3,578 6,000 6,000 ____________ 579-535300 Memberships 500 ( 14) 500 0 0 0 ____________ 579-535500 Training/Travel 1,252 5,000 6,000 5,833 8,000 8,000 ____________ 579-535510 Meeting Expenses 0 1,200 1,200 33 0 0 ____________ 579-535600 Professional Certification 0 550 0 0 0 0 ____________ TOTAL Staff Support 7,370 13,042 13,700 9,444 14,000 14,000 xxxxxxx 185 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 579-537100 Medical Services 150 120 500 40 40 200 ____________ TOTAL City Assistance 150 120 500 40 40 200 Professional Services 579-541200 Legal Svcs 0 59 5,000 0 0 1,000 ____________ 579-541310 Contractual Services 2,107 1,161 62,737 12,041 40,000 40,000 ____________ 579-541400 Auditor/Accounting Service 1,500 1,500 1,500 1,500 1,500 1,500 ____________ TOTAL Professional Services 3,607 2,720 69,237 13,541 41,500 42,500 Fund Charges/Transfers 579-548000 Transfer Out 0 20,355 0 0 0 0 ____________ 579-548101 Transfer Out - General Fund 0 0 1,000 0 0 1,000 ____________ 579-548500 Interfund Charges-Admin 243,112 285,506 308,010 256,675 308,010 320,073 ____________ 579-548600 Interfund Charges-Water 146,400 146,400 150,000 125,000 150,000 150,000 ____________ 579-548610 Interfund Charge-Fleet 89,145 99,261 115,807 96,506 115,807 104,370 ____________ 579-548700 Bad Debt Expense 4,839 0 0 0 0 0 ____________ 579-548800 Depreciation Expense 123,578 95,611 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 607,074 647,133 574,817 478,181 573,817 575,443 Maintenance Services 579-551300 Computer Maintenance 0 ( 623) 0 0 0 0 ____________ 579-551610 Drainage Channel Maintenance 90,436 11,351 83,000 7,109 75,000 75,000 ____________ TOTAL Maintenance Services 90,436 10,728 83,000 7,109 75,000 75,000 Other Costs 579-554100 State Storm Water Fee-TCEQ 100 0 100 100 100 100 ____________ TOTAL Other Costs 100 0 100 100 100 100 Debt Service 579-555900 Debt Service 0 120,000 0 0 0 0 ____________ 579-555900.Interest Expense 3,827 1,740 0 0 0 0 ____________ TOTAL Debt Service 3,827 121,740 0 0 0 0 Rental/Leasing 579-561100 Rental-Equipment 0 0 500 0 0 0 ____________ TOTAL Rental/Leasing 0 0 500 0 0 0 Operating Equipment 579-571200 Vehicles & Access Less $5,000 0 130 0 0 0 0 ____________ 579-571500 Equipment Under $5,000 1,944 6,737 2,500 2,459 2,500 2,500 ____________ TOTAL Operating Equipment 1,944 6,867 2,500 2,459 2,500 2,500 xxxxxxx 186 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 579-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 165,000 ____________ 579-581500 Machinery/Equipment 0 0 14,000 13,903 13,903 0 ____________ TOTAL Capital Outlay 0 0 14,000 13,903 13,903 165,000 ________________________________________________________________________________________________________________________________________ TOTAL DRAINAGE 1,051,332 1,210,097 1,272,024 836,346 1,120,076 1,437,591 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC WORKS 1,051,332 1,210,097 1,272,024 836,346 1,120,076 1,437,591 xxxxxxx 187 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 900-551900 Construction 0 0 0 26,517 0 0 ____________ TOTAL Maintenance Services 0 0 0 26,517 0 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 0 26,517 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 26,517 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 1,051,332 1,210,097 1,272,024 862,864 1,120,076 1,437,591 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 188 of 263 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 • Be thoroughly prepared for man -made and natural disasters in our jurisdiction, region, and statewide. xxxxxxx 189 of 263 • 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 76 78 88 City Manager Assistant City Manager Operations Emergency Medical Services (EMS) xxxxxxx 190 of 263 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% xxxxxxx 191 of 263 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. xxxxxxx 192 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 5,608,246 7,164,150 6,545,490 5,749,342 7,300,307 7,605,302 ____________ Inter-Jurisdictional 2,847,335 3,204,108 3,985,933 3,910,014 4,214,481 3,978,179 ____________ Fund Transfers 0 409,606 1,088,672 0 0 0 ____________ Miscellaneous 339,324 115,705 174,500 65,345 63,800 137,500 ____________ TOTAL REVENUES 8,794,906 10,893,569 11,794,594 9,724,700 11,578,588 11,720,982 EXPENDITURE SUMMARY PUBLIC SAFETY SCHERTZ EMS 8,168,722 10,122,063 11,736,094 9,541,976 11,529,032 11,719,662 ____________ TOTAL PUBLIC SAFETY 8,168,722 10,122,063 11,736,094 9,541,976 11,529,032 11,719,662 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 8,168,722 10,122,063 11,736,094 9,541,976 11,529,032 11,719,662 REVENUE OVER/(UNDER) EXPENDITURES 626,184 771,505 58,501 182,724 49,556 1,319 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 193 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-456100 Ambulance/Mileage Transprt Fe 5,365,449 6,844,294 6,206,890 5,434,543 6,967,257 7,248,302 ____________ 000-456110 Passport Membership Fees 25,065 25,765 28,000 26,240 26,000 26,000 ____________ 000-456120 EMT Class - Fees 90,825 134,600 137,500 136,525 140,000 140,000 ____________ 000-456122 CE Class - Fees 19,443 19,745 24,000 18,523 22,000 20,000 ____________ 000-456130 Immunization Fees 7,936 2,149 3,000 2,227 2,500 3,000 ____________ 000-456140 Billing Fees-External 23,514 20,157 26,000 18,773 22,500 28,000 ____________ 000-456150 Standby Fees 16,849 39,826 30,000 41,989 50,000 50,000 ____________ 000-456155 Community Services Support 24,366 40,176 50,000 36,850 30,000 50,000 ____________ 000-456160 MIH Services 34,699 37,413 40,000 33,621 40,000 40,000 ____________ 000-459200 NSF Check Fee 100 25 100 50 50 0 ____________ TOTAL Fees 5,608,246 7,164,150 6,545,490 5,749,342 7,300,307 7,605,302 Inter-Jurisdictional 000-473500 Seguin/Guadalupe Co Support 843,578 1,005,263 927,935 773,279 927,934 927,935 ____________ 000-474200 JBSA Support 0 0 635,706 476,780 635,706 654,778 ____________ 000-474300 Cibolo Support 439,612 473,115 529,044 529,044 529,043 557,334 ____________ 000-475100 Comal Co ESD #6 132,439 141,411 148,871 159,667 150,557 132,247 ____________ 000-475200 Live Oak Support 237,775 246,256 280,241 259,351 259,350 273,764 ____________ 000-475300 Universal City Support 305,996 321,566 335,885 335,885 335,884 345,554 ____________ 000-475400 Selma Support 161,001 171,441 180,290 180,290 180,290 186,132 ____________ 000-475500 Schertz Support 602,583 667,049 695,644 695,644 695,644 725,514 ____________ 000-475600 Santa Clara Support 11,137 11,455 11,953 11,953 11,953 12,236 ____________ 000-475800 Marion Support 16,849 18,375 21,364 21,364 21,363 22,685 ____________ 000-475910 TASPP Program 96,365 148,177 219,000 466,757 466,757 140,000 ____________ TOTAL Inter-Jurisdictional 2,847,335 3,204,108 3,985,933 3,910,014 4,214,481 3,978,179 Fund Transfers 000-486000 Transfer In-Reserves 0 0 755,172 0 0 0 ____________ 000-486100 Transfer In 0 0 333,500 0 0 0 ____________ 000-486405 Transfer In-Grant Fund 0 409,606 0 0 0 0 ____________ TOTAL Fund Transfers 0 409,606 1,088,672 0 0 0 Miscellaneous 000-491000 Interest Earned 1,077 489 2,500 367 600 1,500 ____________ 000-491200 Investment Income 9,562 959 5,000 1,801 2,000 4,000 ____________ 000-493203 Donations-EMS 5,727 925 2,000 650 1,200 2,000 ____________ 000-493205 Donations-Golf Tournament ( 150) 0 0 0 0 0 ____________ 000-497000 Misc Income 178,631 48,218 75,000 27,001 20,000 60,000 ____________ 000-497100 Recovery of Bad Debt 8,272 11,223 20,000 8,643 10,000 20,000 ____________ 000-497110 Collection Agency-Bad Debt 136,205 53,891 70,000 26,882 30,000 50,000 ____________ TOTAL Miscellaneous 339,324 115,705 174,500 65,345 63,800 137,500 ____________ TOTAL REVENUES 8,794,906 10,893,569 11,794,594 9,724,700 11,578,588 11,720,982 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 194 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SCHERTZ EMS =========== Personnel Services 280-511110 Regular 1,985,359 2,770,929 3,034,440 2,677,666 3,300,000 3,337,737 ____________ 280-511120 Overtime 783,376 864,024 923,247 888,001 1,000,000 1,000,000 ____________ 280-511180 LTD 1,598 0 0 0 0 0 ____________ 280-511210 Longevity 46,492 48,698 41,121 37,929 39,000 45,351 ____________ 280-511220 Clothing Allowance 12,340 12,972 14,978 14,764 16,000 14,976 ____________ 280-511230 Certification Allowance 13,310 11,645 16,060 13,425 15,000 20,410 ____________ 280-511310 FICA - Employer 230,373 272,255 297,912 265,818 320,000 350,838 ____________ 280-511350 TMRS-Employer 545,961 564,709 592,108 511,171 675,000 707,043 ____________ 280-511410 Health-Employer 430,081 474,438 592,549 514,232 600,000 686,029 ____________ 280-511500 Workers' Compensation 57,936 67,862 64,543 59,715 59,715 76,206 ____________ TOTAL Personnel Services 4,106,826 5,087,531 5,576,958 4,982,721 6,024,715 6,238,590 Supplies 280-521000 Operating Supplies 1,171 629 2,000 1,667 2,000 2,000 ____________ 280-521010 Operating Supplies-EMT Class 19,822 29,950 30,000 39,063 30,000 30,000 ____________ 280-521020 Operating Supplies-CE Class 2,799 6,852 11,000 526 8,500 17,275 ____________ 280-521025 Community Support Supplies 23,066 23,480 23,323 32,595 23,000 25,000 ____________ 280-521030 Operating Supplies- MIH 0 0 1,000 174 500 2,000 ____________ 280-521100 Office Supplies 2,096 2,813 3,500 2,785 3,500 4,000 ____________ 280-521200 Medical/Chem Supplies 217,249 280,902 290,140 309,932 310,000 300,000 ____________ 280-521250 Immunization Supplies 12,135 7,998 21,287 809 15,000 14,000 ____________ 280-521300 Motor Veh. Supplies 2,293 2,480 2,500 1,479 2,000 2,500 ____________ 280-521600 Equip Maint Supplies 0 1,194 2,500 136 1,750 1,750 ____________ TOTAL Supplies 280,631 356,297 387,250 389,165 396,250 398,525 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 280-532350 Software Maintenance 38,812 46,396 72,000 43,478 72,000 75,000 ____________ 280-532500 City Insurance-Commercial 24,979 24,718 26,000 31,430 31,430 35,000 ____________ 280-532900 Contingencies 0 0 40,000 798 40,000 50,000 ____________ TOTAL City Support Services 63,791 71,113 138,000 75,706 143,430 160,000 Utility Services 280-533100 Gas Utility Service 7,105 6,538 7,000 6,399 7,000 7,000 ____________ 280-533200 Electric Utility Service 8,611 10,138 12,000 6,937 8,500 12,000 ____________ 280-533300 Telephone/Land Line 995 0 0 0 0 0 ____________ 280-533310 Telephone/Cell Phones 12,843 7,731 0 586 0 0 ____________ 280-533320 Telephone/Air Cards 4,134 261 0 0 0 0 ____________ 280-533330 Telephone/Internet 4,667 1,587 0 0 0 0 ____________ 280-533410 Water Utility Service 6,747 5,162 7,000 4,234 6,500 7,000 ____________ 280-533500 Vehicle Fuel 65,790 99,055 80,000 118,079 150,000 150,000 ____________ TOTAL Utility Services 110,894 130,473 106,000 136,236 172,000 176,000 xxxxxxx 195 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 280-534000 Postage 6,761 2,427 7,500 3,259 5,000 6,500 ____________ 280-534100 Advertising 0 0 0 485 485 0 ____________ 280-534200 Printing & Binding 2,799 2,609 6,500 2,514 4,000 3,000 ____________ 280-534300 Equipment Maintenance - Copie 4,829 4,654 7,500 4,054 7,500 5,000 ____________ 280-534400 EMT Class Instructors 12,080 13,440 10,000 10,640 10,000 8,000 ____________ 280-534410 CE Class Instructors 960 640 1,500 0 750 1,500 ____________ 280-534420 Community Support-Instructors 2,400 3,680 3,000 1,920 2,000 3,000 ____________ 280-534500 Memberships - Organizations 3,750 3,815 4,000 3,815 3,815 4,500 ____________ 280-534800 Temporary Empl. Services 4,389 0 0 0 0 0 ____________ 280-534999 Misc Expenses 0 121,479 0 0 0 0 ____________ TOTAL Operations Support 37,967 152,744 40,000 26,686 33,550 31,500 Staff Support 280-535100 Uniforms 20,023 21,157 25,265 21,052 30,000 30,000 ____________ 280-535210 Employee Recognition-Morale 3,904 5,115 6,000 4,549 6,000 6,500 ____________ 280-535300 Memberships 0 0 500 40 0 0 ____________ 280-535400 Publications 200 0 500 0 0 500 ____________ 280-535500 Training/Travel 24,890 25,066 38,000 37,299 44,000 48,000 ____________ 280-535510 Meeting Expenses 1,351 2,933 3,000 2,470 3,000 3,000 ____________ 280-535600 Professional Certification 3,025 1,058 0 0 0 0 ____________ TOTAL Staff Support 53,394 55,329 73,265 65,411 83,000 88,000 City Assistance 280-537100 Medical Services 1,876 1,738 4,000 845 2,000 2,000 ____________ 280-537110 EMS Outsourcing 548,867 611,113 618,489 463,867 618,489 618,489 ____________ 280-537800 Community Outreach 3,328 4,011 4,500 4,021 4,000 4,500 ____________ TOTAL City Assistance 554,071 616,862 626,989 468,733 624,489 624,989 Professional Services 280-541200 Legal Svcs 195 351 5,000 983 2,000 5,000 ____________ 280-541300 Other Consl/Prof Services 105,049 93,028 103,000 111,508 130,000 100,000 ____________ 280-541400 Auditor/Accounting Service 3,000 3,000 3,000 3,000 3,000 3,000 ____________ 280-541501 Bond Issuance Costs/Paying A( 188,568) 0 0 0 0 0 ____________ 280-541800 Credit Card Fees 16,452 17,419 12,500 14,597 17,500 17,500 ____________ TOTAL Professional Services ( 63,872) 113,798 123,500 130,087 152,500 125,500 Fund Charges/Transfers 280-548101 Tranfer Out - General Fund 0 0 0 0 0 4,000 ____________ 280-548600 Interfund Charges-G/F Admin 179,100 182,682 212,740 177,283 212,740 216,994 ____________ 280-548610 Interfund Charges-Admin Fleet 138,585 181,781 226,106 188,422 226,106 258,762 ____________ 280-548650 Interest Expense 1,664 0 0 0 0 0 ____________ 280-548700 Bad Debt Expense 2,305,991 2,621,818 2,224,890 1,792,796 2,200,000 2,665,302 ____________ 280-548800 Depreciation Expense 329,219 286,344 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 2,954,559 3,272,625 2,663,736 2,158,501 2,638,846 3,145,058 xxxxxxx 196 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 280-551800 Other Maintenance Agreements 8,440 0 0 0 0 0 ____________ 280-551810 Maintenance Agr. - Radios 11,520 10,560 13,000 6,720 13,000 13,000 ____________ TOTAL Maintenance Services 19,960 10,560 13,000 6,720 13,000 13,000 Other Costs 280-554100 Deployment-Reimb-STRAC 51 0 0 0 0 0 ____________ TOTAL Other Costs 51 0 0 0 0 0 Debt Service 280-555639.Tax Notes SR2015 - Interest 2,877 0 0 0 0 0 ____________ 280-555900 Debt Service 0 115,100 118,120 116,725 116,725 0 ____________ TOTAL Debt Service 2,877 115,100 118,120 116,725 116,725 0 Rental/Leasing 280-561200 Lease/Purchase Payments 0 65,118 150,000 145,103 150,000 150,000 ____________ TOTAL Rental/Leasing 0 65,118 150,000 145,103 150,000 150,000 Operating Equipment 280-571000 Furniture & Fixtures 3,097 1,569 6,528 6,399 6,528 5,000 ____________ 280-571200 Vehicles&Access. < $5,000 0 15,535 6,754 1,780 4,500 4,500 ____________ 280-571300 Computer&Periphe. < $5000 2,787 12,154 20,000 17,117 15,000 15,000 ____________ 280-571400 Communication Equip < $5000 4,194 8,475 21,289 673 9,500 4,000 ____________ 280-571800 Equipment Under $5,000 37,495 36,781 60,727 4,557 40,000 25,000 ____________ TOTAL Operating Equipment 47,573 74,513 115,298 30,526 75,528 53,500 Capital Outlay 280-581200 Vehicles & Access. Over $5,00 0 0 1,404,790 680,825 725,000 450,000 ____________ 280-581800 Equipment Over $5,000 0 0 199,188 128,832 180,000 65,000 ____________ TOTAL Capital Outlay 0 0 1,603,978 809,657 905,000 515,000 ________________________________________________________________________________________________________________________________________ TOTAL SCHERTZ EMS 8,168,722 10,122,063 11,736,094 9,541,976 11,529,032 11,719,662 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC SAFETY 8,168,722 10,122,063 11,736,094 9,541,976 11,529,032 11,719,662 xxxxxxx 197 of 263 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 xxxxxxx 198 of 263 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 $6,548,171 Fund Transfers 0 0 0 Miscellaneous 56,144 92,900 141,000 Total $5,672,073 $6,270,420 $6,689,171 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 xxxxxxx 199 of 263 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 20 22-23 is projected to increase by 6.7% 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 do llars 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 xxxxxxx 200 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 4,819,288 5,615,928 5,408,000 4,279,981 6,177,520 6,548,000 ____________ Fund Transfers 0 0 1,240,000 0 0 0 ____________ Miscellaneous 288,241 56,144 141,000 56,963 92,900 182,000 ____________ TOTAL REVENUES 5,107,529 5,672,073 6,789,000 4,336,944 6,270,420 6,730,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 5,252,997 4,274,385 4,379,038 0 1,240,000 0 ____________ TOTAL GENERAL GOVERNMENT 5,252,997 4,274,385 4,379,038 0 1,240,000 0 MISC & PROJECTS ECONOMIC DEVELOPMENT 613,162 610,082 1,161,669 691,451 775,015 1,300,881 ____________ TOTAL MISC & PROJECTS 613,162 610,082 1,161,669 691,451 775,015 1,300,881 ____________ TOTAL EXPENDITURES 5,866,159 4,884,467 5,540,707 691,451 2,015,015 1,300,881 REVENUE OVER/(UNDER) EXPENDITURES ( 758,629) 787,606 1,248,293 3,645,493 4,255,405 5,429,119 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 201 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411500 Sales Tax Revenue (4B) 4,819,288 5,615,928 5,408,000 4,279,981 6,177,520 6,548,000 ____________ TOTAL Taxes 4,819,288 5,615,928 5,408,000 4,279,981 6,177,520 6,548,000 Fund Transfers 000-486010 Transfer In-Reserves 0 0 1,240,000 0 0 0 ____________ TOTAL Fund Transfers 0 0 1,240,000 0 0 0 Miscellaneous 000-491000 Interest Earned-Bank 2,045 431 1,000 535 900 2,000 ____________ 000-491200 Investment Income 286,695 55,713 140,000 56,427 92,000 180,000 ____________ 000-497000 Misc Income ( 499 ) 0 0 0 0 0 ____________ TOTAL Miscellaneous 288,241 56,144 141,000 56,963 92,900 182,000 ____________ TOTAL REVENUES 5,107,529 5,672,073 6,789,000 4,336,944 6,270,420 6,730,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 202 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ City Assistance 101-537600 Development Incentive Fund 4,752,997 224,385 3,139,038 0 0 0 ____________ TOTAL City Assistance 4,752,997 224,385 3,139,038 0 0 0 Fund Charges/Transfers 101-548000 Contributions 500,000 4,050,000 1,240,000 0 1,240,000 0 ____________ TOTAL Fund Charges/Transfers 500,000 4,050,000 1,240,000 0 1,240,000 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 5,252,997 4,274,385 4,379,038 0 1,240,000 0 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 5,252,997 4,274,385 4,379,038 0 1,240,000 0 xxxxxxx 203 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ECONOMIC DEVELOPMENT ==================== Personnel Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Supplies 966-521100 Office Supplies 448 577 1,000 982 1,000 1,000 ____________ TOTAL Supplies 448 577 1,000 982 1,000 1,000 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 966-532500 City Insurance-Commercial 1,477 1,469 1,700 1,461 1,461 1,700 ____________ 966-532800 Promotional Events 4,676 1,853 9,500 2,530 5,000 9,500 ____________ 966-532900 Contingencies 0 0 0 0 3,875 10,000 ____________ TOTAL City Support Services 6,153 3,322 11,200 3,990 10,336 21,200 Utility Services 966-533300 Telephone/Land Line 139 0 0 0 0 0 ____________ 966-533310 Telephone/Cell Phones 1,847 1,660 2,000 1,754 2,000 2,000 ____________ 966-533500 Vehicle Fuel 199 119 750 347 400 750 ____________ 966-533550 Vehicle Maintenance 35 57 225 0 50 225 ____________ TOTAL Utility Services 2,220 1,836 2,975 2,101 2,450 2,975 Operations Support 966-534000 Postage 28 75 500 65 500 500 ____________ 966-534100 Advertising 18,230 5,718 252,375 70,076 100,000 315,850 ____________ 966-534105 Goodwill 821 995 1,750 1,551 1,750 1,750 ____________ 966-534190 Recruitment Events 7,935 13,484 30,000 21,035 24,000 35,000 ____________ 966-534200 Printing & Binding 340 1,054 1,500 852 1,500 1,500 ____________ 966-534300 Equipment Maintenance-Copier 3,333 3,323 4,000 2,895 3,500 3,500 ____________ 966-534400 Computer Licenses-Software 26,903 29,903 30,025 22,329 30,025 50,675 ____________ 966-534500 Memberships-Organization 13,550 14,275 26,835 24,385 24,385 28,835 ____________ TOTAL Operations Support 71,140 68,826 346,985 143,188 185,660 437,610 Staff Support 966-535100 Uniforms 408 643 725 676 725 800 ____________ 966-535210 Employee Recognition-Morale 447 1,514 600 405 600 600 ____________ 966-535300 Memberships-Staff Support 665 0 2,250 0 1,000 2,525 ____________ 966-535400 Publications 238 230 800 0 800 800 ____________ 966-535500 Training/Travel 4,033 2,413 12,000 10,141 12,000 12,000 ____________ 966-535510 Meeting Expenses-EDC Board 2,208 2,278 7,850 3,190 6,000 7,850 ____________ TOTAL Staff Support 7,999 7,077 24,225 14,412 21,125 24,575 xxxxxxx 204 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 966-537615 Small Business Grant Fund 45,000 0 200,000 0 0 200,000 ____________ 966-537650 Prospect Services 317 0 2,500 0 2,500 5,000 ____________ TOTAL City Assistance 45,317 0 202,500 0 2,500 205,000 Professional Services 966-541200 Legal Svcs 11,135 12,920 15,000 6,102 15,000 15,000 ____________ 966-541400 Auditor/Accounting Service 6,000 6,000 6,300 6,000 6,000 6,300 ____________ 966-541450 Consulting Services 0 2,348 40,000 3,732 20,000 40,000 ____________ TOTAL Professional Services 17,135 21,267 61,300 15,834 41,000 61,300 Fund Charges/Transfers 966-548600 Interfund Charges-Admin 461,636 504,669 506,984 506,984 506,984 542,221 ____________ TOTAL Fund Charges/Transfers 461,636 504,669 506,984 506,984 506,984 542,221 Fund Replenish ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 966-571100 Furniture & Fixtures 288 2,145 2,500 2,180 2,180 2,500 ____________ 966-571300 Computer & Periphe < $5000 825 362 2,000 1,780 1,780 2,500 ____________ TOTAL Operating Equipment 1,113 2,508 4,500 3,960 3,960 5,000 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL ECONOMIC DEVELOPMENT 613,162 610,082 1,161,669 691,451 775,015 1,300,881 xxxxxxx 205 of 263 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. xxxxxxx 206 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fund Transfers 205 ( 1,472) 0 0 0 0 ____________ Miscellaneous 34,379 31,793 24,000 45,268 45,266 24,000 ____________ TOTAL REVENUES 34,585 30,321 24,000 45,268 45,266 24,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT ___________ ___________ ___________ ___________ ___________ ____________ ____________ CULTURAL KICK CANCER 9,813 4,284 10,000 9,849 9,849 10,000 ____________ SWEETHEART EVENT ( 1,950) 0 0 0 0 0 ____________ HAL BALDWIN SCHOLARSHIP 21,867 16,632 14,000 19,707 14,707 14,000 ____________ OTHER EVENTS 1,961 0 0 0 0 0 ____________ TOTAL CULTURAL 31,690 20,915 24,000 29,556 24,556 24,000 ____________ TOTAL EXPENDITURES 31,690 20,915 24,000 29,556 24,556 24,000 REVENUE OVER/(UNDER) EXPENDITURES 2,894 9,406 0 15,712 20,710 0 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 207 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Transfers 000-486101 Transfer In-General Fund 205 ( 1,472) 0 0 0 0 ____________ TOTAL Fund Transfers 205 ( 1,472) 0 0 0 0 Miscellaneous 000-491200 Investment Income 216 18 0 47 45 0 ____________ 000-492200 Kick Cancer 9,813 2,795 10,000 9,595 9,595 10,000 ____________ 000-493621 Hal Baldwin Scholarship 24,350 28,980 14,000 35,626 35,626 14,000 ____________ TOTAL Miscellaneous 34,379 31,793 24,000 45,268 45,266 24,000 ____________ TOTAL REVENUES 34,585 30,321 24,000 45,268 45,266 24,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 208 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 9 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ KICK CANCER =========== City Support Services 608-532800 Kick Cancer 9,813 4,284 10,000 9,849 9,849 10,000 ____________ TOTAL City Support Services 9,813 4,284 10,000 9,849 9,849 10,000 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL KICK CANCER 9,813 4,284 10,000 9,849 9,849 10,000 xxxxxxx 209 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 13 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HAL BALDWIN SCHOLARSHIP ======================= City Support Services 621-532800 Golf Tournament 11,845 12,868 14,000 14,707 14,707 14,000 ____________ 621-532850 Hal Baldwin Scholarship 10,021 3,763 0 5,000 0 0 ____________ TOTAL City Support Services 21,867 16,632 14,000 19,707 14,707 14,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL HAL BALDWIN SCHOLARSHIP 21,867 16,632 14,000 19,707 14,707 14,000 xxxxxxx 210 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 14 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ OTHER EVENTS ============ City Support Services 626-532800 Other Events 1,961 0 0 0 0 0 ____________ TOTAL City Support Services 1,961 0 0 0 0 0 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL OTHER EVENTS 1,961 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 31,690 20,915 24,000 29,556 24,556 24,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 31,690 20,915 24,000 29,556 24,556 24,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 211 of 263 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. xxxxxxx 212 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Franchises 82,000 78,746 110,000 59,813 90,000 90,000 ____________ Fund Transfers 0 0 757,521 0 0 0 ____________ TOTAL REVENUES 82,000 78,746 867,521 59,813 90,000 90,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 0 0 867,521 0 ____________ TOTAL GENERAL GOVERNMENT 0 0 0 0 867,521 0 MISC & PROJECTS PROJECTS 0 0 867,521 0 0 60,000 ____________ TOTAL MISC & PROJECTS 0 0 867,521 0 0 60,000 ____________ TOTAL EXPENDITURES 0 0 867,521 0 867,521 60,000 REVENUE OVER/(UNDER) EXPENDITURES 82,000 78,746 0 59,813 ( 777,521) 30,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 213 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Franchises 000-421350 Spectrum-PEG Fee 63,408 46,224 60,000 46,627 60,000 60,000 ____________ 000-421465 Direct TV PEG Fee 18,592 32,522 50,000 13,186 30,000 30,000 ____________ TOTAL Franchises 82,000 78,746 110,000 59,813 90,000 90,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 757,521 0 0 0 ____________ TOTAL Fund Transfers 0 0 757,521 0 0 0 Miscellaneous ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL REVENUES 82,000 78,746 867,521 59,813 90,000 90,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 214 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 101-571400 Communications Equipmnt -Mino 0 0 0 0 350,000 0 ____________ TOTAL Operating Equipment 0 0 0 0 350,000 0 Capital Outlay 101-581400 Communications Equipment 0 0 0 0 517,521 0 ____________ TOTAL Capital Outlay 0 0 0 0 517,521 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 0 0 0 867,521 0 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 0 0 0 867,521 0 xxxxxxx 215 of 263 8-05-2022 06:35 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 900-541110 COMMUNICATION PLAN 0 0 0 0 0 60,000 ____________ TOTAL Professional Services 0 0 0 0 0 60,000 Operating Equipment 900-571400 Communications Equipmnt-Minor 0 0 350,000 0 0 0 ____________ TOTAL Operating Equipment 0 0 350,000 0 0 0 Capital Outlay 900-581400 Communication Equipment 0 0 517,521 0 0 0 ____________ TOTAL Capital Outlay 0 0 517,521 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 867,521 0 0 60,000 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 867,521 0 0 60,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 0 867,521 0 867,521 60,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 216 of 263 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. xxxxxxx 217 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 268,946 518,921 520,000 598,118 640,000 640,000 ____________ Fund Transfers 0 0 1,150,000 0 0 0 ____________ Miscellaneous 26,223 2,095 5,250 5,783 5,150 8,500 ____________ TOTAL REVENUES 295,169 521,016 1,675,250 603,901 645,150 648,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 393,571 335,764 336,297 267,663 342,424 272,915 ____________ TOTAL GENERAL GOVERNMENT 393,571 335,764 336,297 267,663 342,424 272,915 MISC & PROJECTS PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ____________ TOTAL MISC & PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ____________ TOTAL EXPENDITURES 393,571 335,764 1,579,797 1,311,349 1,494,924 272,915 REVENUE OVER/(UNDER) EXPENDITURES ( 98,402) 185,251 95,453 ( 707,448) ( 849,774) 375,585 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 218 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411800 Hotel Occupancy Tax 268,946 518,921 520,000 598,118 640,000 640,000 ____________ TOTAL Taxes 268,946 518,921 520,000 598,118 640,000 640,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 1,150,000 0 0 0 ____________ TOTAL Fund Transfers 0 0 1,150,000 0 0 0 Miscellaneous 000-491000 Interest Earned 502 80 250 152 150 500 ____________ 000-491200 Investment Income 25,722 2,015 5,000 5,631 5,000 8,000 ____________ TOTAL Miscellaneous 26,223 2,095 5,250 5,783 5,150 8,500 ____________ TOTAL REVENUES 295,169 521,016 1,675,250 603,901 645,150 648,500 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 219 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Expense 0 6,995 0 0 0 0 ____________ TOTAL Supplies 0 6,995 0 0 0 0 City Support Services 101-532800 Special Events 62,465 67,977 62,466 58,976 62,466 68,000 ____________ 101-532820 Community Programs 17,993 0 50,000 0 50,000 50,000 ____________ TOTAL City Support Services 80,458 67,977 112,466 58,976 112,466 118,000 Operations Support 101-534100 Advertising 0 0 14,000 3,895 8,000 15,000 ____________ 101-534120 Advertising-Billboards 11,996 17,459 17,000 13,780 16,000 16,000 ____________ TOTAL Operations Support 11,996 17,459 31,000 17,675 24,000 31,000 Professional Services 101-541300 Other Professional Services 500 3,565 500 712 750 500 ____________ 101-541400 Auditor/Accounting Service 3,000 3,000 3,000 3,000 3,000 3,500 ____________ TOTAL Professional Services 3,500 6,565 3,500 3,712 3,750 4,000 Fund Charges/Transfers 101-548100 Interfund Transfer Out 74,428 72,464 74,443 62,036 74,443 69,915 ____________ TOTAL Fund Charges/Transfers 74,428 72,464 74,443 62,036 74,443 69,915 Maintenance Services 101-551100 Building Maintenance 0 164,304 50,000 54,677 54,677 50,000 ____________ TOTAL Maintenance Services 0 164,304 50,000 54,677 54,677 50,000 Operating Equipment 101-571500 Operating Equipment 0 0 44,888 42,388 44,888 0 ____________ TOTAL Operating Equipment 0 0 44,888 42,388 44,888 0 Capital Outlay 101-581750 Civic Center Improvements 223,189 0 20,000 28,200 28,200 0 ____________ TOTAL Capital Outlay 223,189 0 20,000 28,200 28,200 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 393,571 335,764 336,297 267,663 342,424 272,915 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 393,571 335,764 336,297 267,663 342,424 272,915 xxxxxxx 220 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Professional Services 900-541100 Engineering 0 0 93,500 52,183 52,500 0 ____________ TOTAL Professional Services 0 0 93,500 52,183 52,500 0 Maintenance Services 900-551900 Construction 0 0 1,150,000 991,503 1,100,000 0 ____________ TOTAL Maintenance Services 0 0 1,150,000 991,503 1,100,000 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 393,571 335,764 1,579,797 1,311,349 1,494,924 272,915 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 221 of 263 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. xxxxxxx 222 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 4,000 0 318,000 0 318,000 318,000 ____________ Miscellaneous 3,326 294 1,025 743 1,025 1,025 ____________ TOTAL REVENUES 7,326 294 319,025 743 319,025 319,025 EXPENDITURE SUMMARY GENERAL GOVERNMENT ___________ ___________ ___________ ___________ ___________ ____________ ____________ PUBLIC ENVIRONMENT PARKLAND DEDICATION 5,760 5,512 125,000 25,140 125,000 125,000 ____________ TOTAL PUBLIC ENVIRONMENT 5,760 5,512 125,000 25,140 125,000 125,000 ____________ TOTAL EXPENDITURES 5,760 5,512 125,000 25,140 125,000 125,000 REVENUE OVER/(UNDER) EXPENDITURES 1,566 ( 5,218) 194,025 ( 24,397) 194,025 194,025 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 223 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458800 Parkland Dedication 4,000 0 318,000 0 318,000 318,000 ____________ TOTAL Fees 4,000 0 318,000 0 318,000 318,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 375 10 25 1 25 25 ____________ 000-491200 Investment Income 2,950 284 1,000 742 1,000 1,000 ____________ 000-493700 Donations 1 0 0 0 0 0 ____________ TOTAL Miscellaneous 3,326 294 1,025 743 1,025 1,025 ____________ TOTAL REVENUES 7,326 294 319,025 743 319,025 319,025 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 224 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKLAND DEDICATION =================== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 301-541300 Other Consl/prof Services 5,760 4,500 25,000 7,490 25,000 25,000 ____________ TOTAL Professional Services 5,760 4,500 25,000 7,490 25,000 25,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay 301-581010 Land Purchase 0 1,012 0 0 0 0 ____________ 301-581700 Improvements Over $5,000 0 0 100,000 17,650 100,000 100,000 ____________ TOTAL Capital Outlay 0 1,012 100,000 17,650 100,000 100,000 ________________________________________________________________________________________________________________________________________ TOTAL PARKLAND DEDICATION 5,760 5,512 125,000 25,140 125,000 125,000 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 5,760 5,512 125,000 25,140 125,000 125,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 5,760 5,512 125,000 25,140 125,000 125,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 225 of 263 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. xxxxxxx 226 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 52,427 219,513 70,000 63,950 70,000 70,000 ____________ Miscellaneous 6,069 650 1,400 1,724 2,540 1,400 ____________ TOTAL REVENUES 58,496 220,163 71,400 65,674 72,540 71,400 EXPENDITURE SUMMARY PUBLIC ENVIRONMENT TREE MITIGATION 28,675 35,495 70,000 64,160 70,000 70,000 ____________ TOTAL PUBLIC ENVIRONMENT 28,675 35,495 70,000 64,160 70,000 70,000 ____________ TOTAL EXPENDITURES 28,675 35,495 70,000 64,160 70,000 70,000 REVENUE OVER/(UNDER) EXPENDITURES 29,821 184,668 1,400 1,514 2,540 1,400 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 227 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458900 Tree Mitigation 52,427 219,513 70,000 63,950 70,000 70,000 ____________ TOTAL Fees 52,427 219,513 70,000 63,950 70,000 70,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 446 21 200 35 40 200 ____________ 000-491200 Investment Income 5,123 630 1,200 1,689 2,500 1,200 ____________ 000-497000 Misc Income 500 0 0 0 0 0 ____________ TOTAL Miscellaneous 6,069 650 1,400 1,724 2,540 1,400 ____________ TOTAL REVENUES 58,496 220,163 71,400 65,674 72,540 71,400 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 228 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ TREE MITIGATION =============== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 302-551110 Trees 28,675 35,495 70,000 64,160 70,000 70,000 ____________ TOTAL Maintenance Services 28,675 35,495 70,000 64,160 70,000 70,000 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL TREE MITIGATION 28,675 35,495 70,000 64,160 70,000 70,000 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 28,675 35,495 70,000 64,160 70,000 70,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 28,675 35,495 70,000 64,160 70,000 70,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 229 of 263 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 widen ing existing roads and funds must be spent in the area they are collected. The City is d ivided 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. xxxxxxx 230 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 305,384 211,937 200,000 175,419 220,000 250,000 ____________ Miscellaneous 730 592 900 1,738 1,550 5,200 ____________ TOTAL REVENUES 306,114 212,529 200,900 177,157 221,550 255,200 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 1,979 5,000 1,359 2,000 5,000 ____________ TOTAL GENERAL GOVERNMENT 0 1,979 5,000 1,359 2,000 5,000 MISC & PROJECTS PROJECTS 0 0 88,173 0 88,173 0 ____________ TOTAL MISC & PROJECTS 0 0 88,173 0 88,173 0 ____________ TOTAL EXPENDITURES 0 1,979 93,173 1,359 90,173 5,000 REVENUE OVER/(UNDER) EXPENDITURES 306,114 210,550 107,727 175,799 131,377 250,200 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 231 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455921 CapitalRcvry-RoadwaysSrvArea 305,384 211,937 200,000 175,419 220,000 250,000 ____________ TOTAL Fees 305,384 211,937 200,000 175,419 220,000 250,000 Miscellaneous 000-491000 Interest Earned 730 195 300 26 50 200 ____________ 000-491200 Investment Income 0 397 600 1,712 1,500 5,000 ____________ TOTAL Miscellaneous 730 592 900 1,738 1,550 5,200 ____________ TOTAL REVENUES 306,114 212,529 200,900 177,157 221,550 255,200 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 232 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541300 Professional Services 0 1,979 5,000 1,359 2,000 5,000 ____________ TOTAL Professional Services 0 1,979 5,000 1,359 2,000 5,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 1,979 5,000 1,359 2,000 5,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 1,979 5,000 1,359 2,000 5,000 xxxxxxx 233 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 900-551900 Construction - Service Area 1 0 0 88,173 0 88,173 0 ____________ TOTAL Maintenance Services 0 0 88,173 0 88,173 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 88,173 0 88,173 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 88,173 0 88,173 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 1,979 93,173 1,359 90,173 5,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 234 of 263 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 widen ing existing roads and funds must be spent in the area they are collected. The City is d ivided 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. xxxxxxx 235 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 130,495 163,823 120,000 293,993 350,000 200,000 ____________ Miscellaneous 377 249 400 1,096 850 1,600 ____________ TOTAL REVENUES 130,871 164,071 120,400 295,089 350,850 201,600 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 39,148 29,000 52,484 53,147 55,000 ____________ TOTAL GENERAL GOVERNMENT 0 39,148 29,000 52,484 53,147 55,000 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 0 39,148 29,000 52,484 53,147 55,000 REVENUE OVER/(UNDER) EXPENDITURES 130,871 124,923 91,400 242,605 297,703 146,600 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 236 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455922 CapitalRcvry-RoadwaysSrvArea 130,495 163,823 120,000 293,993 350,000 200,000 ____________ TOTAL Fees 130,495 163,823 120,000 293,993 350,000 200,000 Miscellaneous 000-491000 Interest Earned 377 89 200 30 50 100 ____________ 000-491200 Investment Income 0 159 200 1,066 800 1,500 ____________ TOTAL Miscellaneous 377 249 400 1,096 850 1,600 ____________ TOTAL REVENUES 130,871 164,071 120,400 295,089 350,850 201,600 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 237 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ City Assistance 101-537600 Development Incentive Fund 0 39,148 24,000 49,147 49,147 50,000 ____________ TOTAL City Assistance 0 39,148 24,000 49,147 49,147 50,000 Professional Services 101-541300 Professional Services 0 0 5,000 3,338 4,000 5,000 ____________ TOTAL Professional Services 0 0 5,000 3,338 4,000 5,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 39,148 29,000 52,484 53,147 55,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 39,148 29,000 52,484 53,147 55,000 xxxxxxx 238 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 39,148 29,000 52,484 53,147 55,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 239 of 263 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 widen ing existing roads and funds must be spent in the area they are collected. The City is d ivided 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. xxxxxxx 240 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 411,629 523,919 400,000 187,583 240,000 375,000 ____________ Miscellaneous 837 977 1,500 3,032 3,535 5,050 ____________ TOTAL REVENUES 412,466 524,896 401,500 190,615 243,535 380,050 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 5,000 3,338 4,000 5,000 ____________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 4,000 5,000 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 0 0 5,000 3,338 4,000 5,000 REVENUE OVER/(UNDER) EXPENDITURES 412,466 524,896 396,500 187,277 239,535 375,050 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 241 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455923 CapitalRcvry-RoadwaysSrvArea 411,629 523,919 400,000 187,583 240,000 375,000 ____________ TOTAL Fees 411,629 523,919 400,000 187,583 240,000 375,000 Miscellaneous 000-491000 Interest Earned 837 442 900 14 35 50 ____________ 000-491200 Investment Income 0 535 600 3,018 3,500 5,000 ____________ TOTAL Miscellaneous 837 977 1,500 3,032 3,535 5,050 ____________ TOTAL REVENUES 412,466 524,896 401,500 190,615 243,535 380,050 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 242 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541300 Professional Services 0 0 5,000 3,338 4,000 5,000 ____________ TOTAL Professional Services 0 0 5,000 3,338 4,000 5,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 0 5,000 3,338 4,000 5,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 4,000 5,000 xxxxxxx 243 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 0 5,000 3,338 4,000 5,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 244 of 263 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 widen ing existing roads and funds must be spent in the area they are collected. The City is d ivided 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. xxxxxxx 245 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 2,696 3,033 5,000 0 2,000 3,000 ____________ Miscellaneous 29 9 65 23 25 40 ____________ TOTAL REVENUES 2,725 3,042 5,065 23 2,025 3,040 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 5,000 3,338 3,338 3,000 ____________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 3,338 3,000 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 0 0 5,000 3,338 3,338 3,000 REVENUE OVER/(UNDER) EXPENDITURES 2,725 3,042 65 ( 3,314) ( 1,313) 40 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 246 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455924 CapitalRcvry-RoadwaysSrvArea 2,696 3,033 5,000 0 2,000 3,000 ____________ TOTAL Fees 2,696 3,033 5,000 0 2,000 3,000 Miscellaneous 000-491000 Interest Earned 29 3 15 1 5 10 ____________ 000-491200 Investment Income 0 6 50 22 20 30 ____________ TOTAL Miscellaneous 29 9 65 23 25 40 ____________ TOTAL REVENUES 2,725 3,042 5,065 23 2,025 3,040 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 247 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541300 Professional Services 0 0 5,000 3,338 3,338 3,000 ____________ TOTAL Professional Services 0 0 5,000 3,338 3,338 3,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 0 5,000 3,338 3,338 3,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 3,338 3,000 xxxxxxx 248 of 263 8-05-2022 06:36 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 0 5,000 3,338 3,338 3,000 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 249 of 263 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. xxxxxxx 250 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 9,204 9,104 16,000 13,527 16,000 17,000 ____________ Fund Transfers 0 0 7,200 0 7,200 5,165 ____________ Miscellaneous 854 124 200 689 73 35 ____________ TOTAL REVENUES 10,058 9,228 23,400 14,216 23,273 22,200 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 10,456 19,708 23,400 12,719 22,100 22,200 ____________ TOTAL GENERAL GOVERNMENT 10,456 19,708 23,400 12,719 22,100 22,200 ____________ TOTAL EXPENDITURES 10,456 19,708 23,400 12,719 22,100 22,200 REVENUE OVER/(UNDER) EXPENDITURES ( 399) ( 10,480) 0 1,496 1,173 0 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 251 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 9,204 9,104 16,000 13,527 16,000 17,000 ____________ TOTAL Fees 9,204 9,104 16,000 13,527 16,000 17,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 7,200 0 7,200 5,165 ____________ TOTAL Fund Transfers 0 0 7,200 0 7,200 5,165 Miscellaneous 000-491000 Interest Earned 272 63 100 59 50 25 ____________ 000-491200 Investment Income 578 48 100 125 20 10 ____________ 000-493000 Donations 0 0 0 500 0 0 ____________ 000-497000 Misc. Income - Library 4 13 0 5 3 0 ____________ TOTAL Miscellaneous 854 124 200 689 73 35 ____________ TOTAL REVENUES 10,058 9,228 23,400 14,216 23,273 22,200 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 252 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Supplies 63 210 200 112 100 200 ____________ TOTAL Supplies 63 210 200 112 100 200 City Support Services 101-532800 Special Events 6,393 10,947 12,000 7,717 12,000 12,000 ____________ TOTAL City Support Services 6,393 10,947 12,000 7,717 12,000 12,000 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 101-571000 Furniture & Fixtures 0 0 1,200 0 0 0 ____________ 101-571400 Library Materials 4,000 8,551 10,000 4,890 10,000 10,000 ____________ TOTAL Operating Equipment 4,000 8,551 11,200 4,890 10,000 10,000 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 10,456 19,708 23,400 12,719 22,100 22,200 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 10,456 19,708 23,400 12,719 22,100 22,200 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 10,456 19,708 23,400 12,719 22,100 22,200 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 253 of 263 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 deve lopment 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. xxxxxxx 254 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 43 590 1,000 1,943 1,943 1,000 ____________ Fund Transfers 169 3,109 10,750 0 10,750 10,750 ____________ Miscellaneous 0 2 0 0 0 0 ____________ TOTAL REVENUES 212 3,702 11,750 1,943 12,693 11,750 EXPENDITURE SUMMARY CULTURAL HISTORICAL COMMITTEE 169 3,109 11,750 3,001 12,471 11,750 ____________ TOTAL CULTURAL 169 3,109 11,750 3,001 12,471 11,750 ____________ TOTAL EXPENDITURES 169 3,109 11,750 3,001 12,471 11,750 REVENUE OVER/(UNDER) EXPENDITURES 43 592 0 ( 1,058) 222 0 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 255 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 43 590 1,000 1,943 1,943 1,000 ____________ TOTAL Fees 43 590 1,000 1,943 1,943 1,000 Fund Transfers 000-486101 Transfer In-General Fund 0 0 10,750 0 10,750 10,750 ____________ 000-486106 Transfer In-Special Events 169 3,109 0 0 0 0 ____________ TOTAL Fund Transfers 169 3,109 10,750 0 10,750 10,750 Miscellaneous 000-497000 Misc. Income 0 2 0 0 0 0 ____________ TOTAL Miscellaneous 0 2 0 0 0 0 ____________ TOTAL REVENUES 212 3,702 11,750 1,943 12,693 11,750 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 256 of 263 8-05-2022 06:37 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HISTORICAL COMMITTEE ==================== Supplies 609-521000 Operating Supplies 100 247 1,500 1,281 1,500 1,500 ____________ TOTAL Supplies 100 247 1,500 1,281 1,500 1,500 Operations Support 609-534200 Printing & Binding 0 0 500 0 500 500 ____________ TOTAL Operations Support 0 0 500 0 500 500 Staff Support 609-535200 Awards 69 0 1,000 1,721 1,721 1,000 ____________ 609-535300 Memberships 0 0 150 0 150 150 ____________ 609-535500 Training/Travel 0 0 4,000 0 4,000 4,000 ____________ TOTAL Staff Support 69 0 5,150 1,721 5,871 5,150 Professional Services 609-541300 Other Consl/Prof Services 0 100 1,600 0 1,600 1,600 ____________ TOTAL Professional Services 0 100 1,600 0 1,600 1,600 Operating Equipment 609-571810 Event Banners 0 2,762 3,000 0 3,000 3,000 ____________ TOTAL Operating Equipment 0 2,762 3,000 0 3,000 3,000 ________________________________________________________________________________________________________________________________________ TOTAL HISTORICAL COMMITTEE 169 3,109 11,750 3,001 12,471 11,750 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 169 3,109 11,750 3,001 12,471 11,750 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 169 3,109 11,750 3,001 12,471 11,750 =========== =========== =========== =========== =========== ============ ============ xxxxxxx 257 of 263 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. xxxxxxx 258 of 263 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. xxxxxxx 259 of 263 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. xxxxxxx 260 of 263 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. xxxxxxx 261 of 263 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. xxxxxxx 262 of 263 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. xxxxxxx 263 of 263 Agenda No. 15.   CITY COUNCIL MEMORANDUM    City Council Meeting:August 9, 2022 Department:Executive Team Subject:Update on the Beck Landfill Permit Application BACKGROUND The Beck Landfill, located at 600 FM 78 is submitting an application with TCEQ for an expansion of the facility. The facility only accepts construction and demolition related debris. The expansion involves the increase in the allowed height, not the acreage or footprint of the facility.  Attachments Beck Landfill Information  GENERAL INFORMATION    Beck Landfill Permit Amendment           Beck has been locally owned by the same family since the late 70’s.       Beck Landfill employs 30+ full‐time workers in Schertz.       The landfill has an exemplary environmental record and has the highest compliance  rating issued by the TCEQ.       The landfill accepts only construction and demolition related debris. Household and  commercial Type I, or hazardous waste is not accepted.       Beck diverts and recycles approximately 9,000 tons of wood waste per year.       The amendment will not increase the acreage (footprint) of the landfill. It will only  increase the height over the area that has already been developed.       The amendment has been designed to adhere to RAFB criteria and does not interfere  with their flight path requirements.       Beck has submitted the FAA coordination letter and is expecting an approval response  soon.       Access will continue to be on FM 78. There will be no expected increase in traffic  beyond current levels.       The amendment will allow the facility to continue providing local and competitive  disposal capacity for the area. This will economically benefit the city for future growth.  a a a a a a a a a a a aaa a a aaa a a a a a aaa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a aaa a a a aa a aa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a aa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a aaa a a aaa a a a a a aaa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a aaa a a a aa a aa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a aa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a aa a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a a J O H N E .P E T E R S O N B L V D (A S P H A L T ) C i b o l o C r e e k GATED LANDFILL ENTRANCE29.553124°, -98.267538° TENANT CONCRETE PLANT LANDFILL 29.546786°, -98.263543° R A N D O L P H A V E (A S P H A L T ) S C H E R T Z P A R K W A Y ( A S P H A L T ) L E E R D ( A S P H A L T) FM-1518 (ASPHALT) F M -3 0 0 9 ( A S P H A L T) F M -1 5 1 8 ( A S P H A L T) BEXA R G U A DALUPE ?@218 ?B3009 ?B78 ?B1103?B3009 ?B1518 ?B1518 ?B78 FACILITY LOCATION S C H E R T Z C I B O L O S E L M A S A N A N T O N I O S A N T A C L A R A §¨¦10 §¨¦35 ?@218 ?@1604 ?B1103 ?B78 ?B3009 ?B1518 ?B1518?B78 KITTY H A W K R D C R90 0 7 C R70 0 1 C R 3 7 7 C R 1036 CR 6005 C R 9 0 1 1 C R3 8 0 C R 3 7 1 C R 3 1 9 C R3 7 4 C R 9020?B1516 ?B1976 ?B3009 ?B1103 ?B1518 ?B78 ?@218 §¨¦10 §¨¦35 Path: astfs1:\Beck\GIS\150051 Landfill GIS\_Maps_TypeIV_Landfill Date: 4/28/2022 FIGURE 2-1: GENERAL LOCATION MAP N I D O , L T D .B E C K L A N D F I L L S C H E R T Z , G U A D A L U P ECOUNTY, T E X A S 0 0.25 0.5 Miles Legend Landfill Boundary a Stream County Boundary I Aerial Source: ESRI-World Imagery Basemap DATE:DWG SCALE: DRAWN BY:CHECKED BY:APPROVED BY: PROJECT NO: FIGURE NO.: SITE LAYOUT PLAN 311-6531" = 400'03/07/2022 MFV DRAFT DRAFT D1.1 NIDO, LTD BECK LANDFILL BEXAR COUNTY, TEXAS NORTH www.cecinc.com 3711 South MoPac Expressway · Building 1, Suite 550 · Austin, TX 78746 Ph: 512.439.0400 · Fax: 512.329.0096 Texas Registered Engineering Firm F-38 REFERENCE NOTES LEGEND GRA D I N G D E T A I L DATE:DWG SCALE: DRAWN BY:CHECKED BY:APPROVED BY: PROJECT NO: FIGURE NO.: NO ENCROACHMENT EXHIBIT 311-6531" = 300'10/1/2021 BEO DRAFT DRAFT 1 NIDO, LTD BECK LANDFILL BEXAR COUNTY, TEXAS www.cecinc.com 3711 South MoPac Expressway · Building 1, Suite 550 · Austin, TX 78746 Ph: 512.439.0400 · Fax: 512.329.0096 Texas Registered Engineering Firm F-38 NORTH PLAN VIEW PROFILE VIEW REFERENCE