PowerPoint Proposed Budget 2012-13
Proposed Budget FY 2012-13
FY 2012-13 Proposed Budget
Budget Goals:
Balanced Structurally
Conservative and Responsible
Follows Financial Policies
Maintains Current Service Levels
Focuses on Priorities
FY 2012-13 Proposed Budget2
Budget Priorities
1.No Increase in M&O Tax Rate
2.Replenish Fund Balance
3.Support Existing Employees
4.Implement Strategic Plan Goals
5.Increase Community Safety
FY 2012-13 Proposed Budget3
Budget Highlights
Replenish Fund Balance in General Fund
Cover Employee Health Insurance
Increases
Re-establish Employee Merit Program
Midyear
FY 2012-13 Proposed Budget4
Budget Highlights
Traffic Safety Program (6 new positions)
Improved Stormwater Management Program
(1 new position)
Increased Oversight of Public Infrastructure
Construction (1 new position)
These 8 Positions are Cost Neutral to the
General Fund
FY 2012-13 Proposed Budget5
Change in Management Practices
Refocus on priorities
Maintain Appropriate Fund Balance
Team Input
Departments, Council, and Citizens
Forward Looking
Planning for Future Expenses
Consider Project schedules
FY 2012-13 Proposed Budget6
Budget Programs
YMCA Repairs
Elevated Water Tank Construction
Northcliffe sewer infiltration reduction
Northcliffe and Aviation Heights waterline
replacements
Jazzfest
Master Communication Plan Phase 1
Complete Salary Survey Adjustments
Complete Gateway Planning
Purchase of an additional Fire Engine
FY 2012-13 Proposed Budget7
All Funds -Revenues
General Fund$21,944,990
Special Events Fund131,300
PEG Fund131,000
Water & Sewer Fund16,692,742
EMS Fund5,872,625
Drainage Fund998,957
Hotel Tax492,717
Park Fund247,025
Capital Recovery3,765,624
I&S Fund5,690,781
Parks & Rec Foundation236,175
Historical Committee5,650
SEDC2,837,710
FY 2012-13 Proposed Budget8
Grand Total$59,047,296
All Funds -Expenses
Administrative$4,729,426
General Fund16,843,314
Special Events Fund131,300
PEG Fund131,000
Water & Sewer Fund16,679,039
EMS Fund5,857,199
Drainage Fund960,576
Hotel Tax481,945
Park Fund204,125
Capital Recovery3,765,624
I&S Fund5,262,352
Parks & Rec Foundation234,154
Historical Committee5,650
SEDC2,674,444
FY 2012-13 Proposed Budget9
Grand Total$57,960,148
Fund Balance/Retained Earnings
FY 2012-13Estimated Beginning BalanceNet ChangeBudgeted Ending Balance
General Fund2,532,532372,2502,904,782
Special Events Fund107,746(3,900)103,846
PEG Fund328,017(33,000)295,017
Water & Sewer Fund25,442,595(303,285)25,139,310
EMS Fund(151,810)107,093(44,717)
Drainage Fund723,852129,681853,533
Hotel Tax407,11010,772417,882
Park/Tree Fund379,488(18,625)360,863
Capital Recovery16,419,9661,361,32617,781,292
I&S Fund100,940373,430474,370
Parks & Rec Foundation261,7362,021263,757
Historical Committee9,94009,940
SEDC4,141,111163,2664,304,377
FY 2012-13 Proposed Budget10
General Fund
FY 2011-12 FY 2011-12 FY 2012-13
BudgetEstimateProposed
Revenue$21,134,465$20,262,306$21,944,990
Expenditures$21,018,289$19,862,069$21,572,740
Over/(Under)$116,176$400,237$372,250
FY 2012-13 Proposed Budget11
General Fund
Revenues$21,944,990
Expenditures21,572,740
Increase of Fund Balance372,250
Beginning Fund Balance2,532,532
Ending Fund Balance2,904,782
25% Requirement Policy$ 5,393,185
FY 2012-13 Proposed Budget12
General Fund
FY 2012-13 Proposed Budget13
General Fund Revenues
Property Taxes$ 7,581,207
Sales Taxes5,637,958
Fees2,997,169
Fund Transfers1,792,139
Franchises1,665,763
Permits1,051,840
Inter-Jurisdictional640,167
Miscellaneous455,547
Other Taxes28,000
Licenses70,200
Library Fines25,000
Total Revenues$21,944,990
FY 2012-13 Proposed Budget14
General Fund -Expenses
General Government$ 6,202,824
Internal Service2,559,757
Police5,321,412
Fire Rescue2,922,552
Inspections456,314
Marshal Service619,746
Streets1,014,171
Parks & Recreation1,227,398
Library856,373
Animal Services392,193
Total Expenses$21,572,740
FY 2012-13 Proposed Budget15
General Fund -Expenses
In the current year approved FY 2011-12
Budget we asked the departments to cut 4%
FY2011-12 FY2011-12 Percent
BudgetEstimateChangeReduction
Expenses21,018,28919,862,069(1,156,220)(5.5%)
FY 2012-13 Proposed Budget16
General Fund -Expenses
FY 2011-12 FY 2011-12FY 2012-13
BudgetEstimateBudget
$21,018,289$19,862,069$21,572,740
$554,457$1,710,671
2.6%8.6%
FY 2012-13 Proposed Budget17
Tax Rate
Current:$0.4843
Effective:$0.4781
Proposed budget is
Proposed:$0.5095
balanced at this rate
Rollback:$0.5293
Additional $0.01 is $230,740 revenue
FY 2012-13 Proposed Budget18
Proposed Tax Rate
Tax RateCurrentProposed
M&O$0.2993$0.2993
I&S$0.1850$0.2102
Total$0.4843$0.5095
FY 2012-13 Proposed Budget19
FY 2012-13 Tax Rate
2011 Tax Bill = $799 Avg Home Value $164,985
2012 Tax Bill = $873 Avg Home Value $171,255
Increase = $ 74
2011 Tax Bill = $484 Home Value of $100,000
2012 Tax Bill = $510 Home Value of $100,000
Increase = $ 26
FY 2012-13 Proposed Budget20
Proposed M&O $0.2993
Current approved staff
Reserve Funding $370,000
10% Health Insurance cost increase
Merit Program
Completion of the Market Rate Wage Adjustment
4 additional Patrol Officers
1 additional Court Clerk
1 Civilian Evidence Technician
Roadway Impact Fee Study
FY 2012-13 Proposed Budget21
Capital Expenditures
Capital Outlay –General Fund
Police -5 replacement vehicles with
equipment
YMCA Repairs
Fire Engine
FY 2012-13 Proposed Budget22
Capital Expenditures
Fire Engine:
8 year note with payments of $110,000
plus $40,000 for replacement fund =
$150,000
Possible grant from SEDC for $75,000
for first year
FY 2012-13 Proposed Budget23
Proposed I&S $0.2102
Second Bond Issue to Complete:
Aquatic Center
Soccer/Athletic Fields
Main Street/FM 78
FY 2012-13 Proposed Budget24
Property Values
2011 Adjusted Taxable value$ 2,152,560,461
2012 Equivalent Taxable Value$ 2,166,458,534
2012 New Properties+$ 140,936,393
2012 Adjusted Taxable Value$ 2,307,394,927
Difference$ 154,834,466
FY 2012-13 Proposed Budget25
2012 Property Taxes
FY 2012-13 Proposed Budget26
Historic Tax Rates
FY 2012-13 Proposed Budget27
Regional Tax Rates
FY 2012-13 Proposed Budget28
Sales Tax
FY 2010-11FY 2011-12FY 2012-13
ActualEstimateBudget
General $4,702,217$5,172,439$5,637,958
Fund
10%
+
9%
+
FY 2012-13
5% growth for existing firms
4% growth for new business
FY 2012-13 Proposed Budget29
Historic Sales Tax
FY 2012-13 Proposed Budget30
Budget Calendar FY 2012-13
July 31File with City Secretary, Budget Workshop
August 7Budget Workshop, vote to place a preliminary
tax rate on the agenda, and schedule public
hearings
August 8First Community Budget Presentation
August 15Second Community Budget Presentation
August 28First Public Hearing
September 4Second Public Hearing, First Vote
September 11Second Vote and Adoption
October 1Budget goes into effect
FY 2012-13 Proposed Budget31
Proposed Budget FY 2011-12
Proposed Budget FY 2011-12
Departments
General Fund
FY 2012-13 Proposed Budget34
City Council
Expenses
2011-12 Estimate$53,202
2012-13 Budget$76,556
% Change43.9%
Additional costs for elections in the fall
No change in operations
FY 2012-13 Proposed Budget35
City Manager
Expenses
2011-12 Estimate$878,364
2012-13 Budget$961,375
% Change9.5%
Addition of a third Executive Director
FY 2012-13 Proposed Budget36
Municipal Court
Expenses
2011-12 Estimate$324,339
2012-13 Budget$366,254
% Change12.9%
Additional Court Clerk to assist with the
Traffic Safety Program
FY 2012-13 Proposed Budget37
Customer Relations 311
Expense
2011-12 Estimate$104,272
2012-13 Budget$110,444
% Change5.9%
No change in operations
FY 2012-13 Proposed Budget38
Planning & Zoning
Expenses
2011-12 Estimate$232,160
2012-13 Budget$186,165
% Change-19.8%
Gateway Planning study will conclude in
FY2012-13, lowering expenses
FY 2012-13 Proposed Budget39
Legal
Expenses
2011-12 Estimate$433,309
2012-13 Budget$360,000
% Change-17.0%
High concentration of legal activity in current
year
FY 2012-13 Proposed Budget40
Facilities Maintenance
Expenses
2011-12 Estimate$944,212
2012-13 Budget$1,206,380
% Change27.8%
Will conduct repairs to the YMCA building in the
coming Fiscal Year
Increase budget with addition of the emergency
services buildings' maintenance
Will begin to phase out EDC’s coverage of the maintenance
of the emergency services buildings
FY 2012-13 Proposed Budget41
City Secretary
Expenses
2011-12 Estimate$179,401
2012-13 Budget$185,388
% Change3.3%
No change in operations
FY 2012-13 Proposed Budget42
Non-Departmental
Expenses
2011-12 Estimate$1,225,924
2012-13 Budget$1,365,550
% Change11.4%
Reset contingencies to 100,000
Tax abatements for Sysco and Caterpillar
Pay into Sedona TIRZ Fund
Increase in Appraisal District Costs
FY 2012-13 Proposed Budget43
Public Affairs
Expenses
2011-12 Estimate$299,976
2012-13 Budget$323,316
% Change7.8%
Increase in adverting back to normal amount
FY 2012-13 Proposed Budget44
Records Management
Expenses
2011-12 Estimate$61,675
2012-13 Budget$62,245
% Change1.0%
No change in operations
FY 2012-13 Proposed Budget45
Schertz Tales
Expenses
2011-12 Estimate$408,153
2012-13 Budget$443,947
% Change8.8%
Increase in printing costs
Added a bad debt expense
FY 2012-13 Proposed Budget46
Engineering
Expenses
2011-12 Estimate$231,645
2012-13 Budget$316,488
% Change36.6%
Full year funding of the City Engineer
FY 2012-13 Proposed Budget47
GIS
Expenses
2011-12 Estimate$124,308
2012-13 Budget$135,663
% Change9.1%
No change in operations
FY 2012-13 Proposed Budget48
Police
Expenses
2011-12 Estimate$4,814,444
2012-13 Budget$5,321,412
% Change10.5%
Introduce Traffic Safety Program
4 Patrol Officers
1 Civilian Evidence Tech
Gear for new personnel
Increase in Vehicle Fuel for new division
New equipment for the Tahoe patrol vehicles
FY 2012-13 Proposed Budget49
Fire Rescue
Expenses
2011-12 Estimate$2,839,252
2012-13 Budget$2,922,552
% Change2.9%
No change in operations, budget for increasing
activity throughout the year
FY 2012-13 Proposed Budget50
Inspections
Expenses
2011-12 Estimate$431,197
2012-13 Budget$456,314
% Change5.8%
No change in operations
FY 2012-13 Proposed Budget51
Marshal Services
Expenses
2011-12 Estimate$613,510
2012-13 Budget$619,746
% Change1.0%
No change in operations
FY 2012-13 Proposed Budget52
Public Works -Streets
Expenses
2011-12 Estimate$956,893
2012-13 Budget$1,014,171
% Change6.0%
Increase in street maintenance materials
Higher electricity costs for lights on I-35 and
Schertz Parkway
FY 2012-13 Proposed Budget53
Parks, Recreation, & Community Services
Expenses
2011-12 Estimate$791,040
2012-13 Budget$809,501
% Change2.3%
No change in operations
FY 2012-13 Proposed Budget54
Swimming Pools
Expenses
2011-12 Estimate$246,503
2012-13 Budget$254,503
% Change3.2%
Anticipated price increase in pool cleaning
materials
FY 2012-13 Proposed Budget55
Event Facilities
Expenses
2011-12 Estimate$140,968
2012-13 Budget$163,394
% Change15.9%
Increase in advertising to attract more
patrons
FY 2012-13 Proposed Budget56
Library
Expenses
2011-12 Estimate$825,419
2012-13 Budget$856,373
% Change3.8%
Additional Library materials
FY 2012-13 Proposed Budget57
Animal Services
Expenses
2011-12 Estimate$342,742
2012-13 Budget$392,193
% Change14.4%
Higher than anticipated turn over seen in
current Fiscal Year
FY 2012-13 Proposed Budget58
Information Technology
Expenses
2011-12 Estimate$859,659
2012-13 Budget$977,081
% Change13.7%
Moved the budget for engineering software to
the IT budget
GIS software annual costs increased due to
the City’s population growth
FY 2012-13 Proposed Budget59
Human Resources
Expenses
2011-12 Estimate$332,147
2012-13 Budget$409,970
% Change23.4%
Full year funding of Director
Institute Employee Wellness Program and
other skill training classes
FY 2012-13 Proposed Budget60
Finance
Expenses
2011-12 Estimate$448,402
2012-13 Budget$466,241
% Change4.0%
No change in operations
FY 2012-13 Proposed Budget61
Purchasing & Asset Management
Expenses
2011-12 Estimate$255,729
2012-13 Budget$258,274
% Change1.0%
No change in operations
FY 2012-13 Proposed Budget62
Fleet Services
Expenses
2011-12 Estimate$410,883
2012-13 Budget$448,191
% Change9.1%
Increase due to higher maintenance costs on
city vehicles, offset by insurance
reimbursements
FY 2012-13 Proposed Budget63
City Assistance
Expenses
2011-12 Estimate$52,000
2012-13 Budget$52,000
% Change0%
No significant change
FY 2012-13 Proposed Budget64
Special Events Fund
RevenuesExpenses
2011-12 Estimate$129,981$104,132
2012-13 Budget$131,300$131,300
% Change1.0%20.7%
New Event!
Jazzfest!
FY 2012-13 Proposed Budget65
PEG Fund
RevenuesExpenses
2011-12 Estimate$92,563$83,000
2012-13 Budget$131,000$131,000
% Change29.3%57.8%
Master Communication Plan Phase 1
FY 2012-13 Proposed Budget66
Interest & Sinking Debt Fund
FY 2012-13 Proposed Budget67
Interest & Sinking Debt Fund
RevenuesExpenses
2011-12 Estimate$4,672,137$4,688,443
2012-13 Budget$5,690,781$5,262,352
% Change12.2%12.2%
Increase in expenses is due to the additional
bonds approved in 2010
FY 2012-13 Proposed Budget68
Water & Sewer Fund
FY 2012-13 Proposed Budget69
Business Office
Expenses
2011-12 Estimate$568,693
2012-13 Budget$615,844
% Change8.3%
No change in operations
Fund approved Meter Technician I position
FY 2012-13 Proposed Budget70
Water & Sewer Administration
Expenses
2011-12 Estimate$14,188,707
2012-13 Budget$14,761,195
% Change4.0%
Change interfund charges for General Fund
Water 5% to 10%
Sewer 5% to 7.5%
Removed itemized transfers
Increase in Debt Service Schedule
FY 2012-13 Proposed Budget71
Drainage Fund
FY 2012-13 Proposed Budget72
Drainage Fund
RevenuesExpenses
2011-12 Estimate$710,500$640,502
2012-13 Budget$998,957$960,576
% Change40.6%50.0%
Drainage charge increase
Addition of a Stormwater Manager and vehicle
Replacement equipment
Drainage Study –South Schertz
FY 2012-13 Proposed Budget73
Capital Recovery Fund
RevenuesExpenses
2011-12 Estimate$1,896,567$1,225,935
2012-13 Budget$3,765,624$3,765,624
% Change98.5%166.1%
Begin new elevated water tank project
funded by reserves
FY 2012-13 Proposed Budget74
Capital Recovery Projects
Working Projects
Projects completed in FY 2011-12
5 Year Capital Improvement Study
Projects to be Completed in FY 2012-13
Town Creek WW Collection System Phase 3
Schaefer Road East Water Line Upgrade
Preliminary Engineering for South Schertz
Wastewater Treatment Plant
FY 2012-13 Proposed Budget75
EMS Fund
FY 2012-13 Proposed Budget76
EMS Fund
Revenues
2011-12 Estimate$4,991,453
2012-13 Budget$5,872,625
% Change17.7%
Increased fees and expected transports
FY 2012-13 Proposed Budget77
EMS Fund
Expenses
2011-12 Estimate$5,242,185
2012-13 Budget$5,857,199
% Change11.7%
Increase in write-offs with the increase in
revenue
Purchase equipment which was held back
from FY2011-12
FY 2012-13 Proposed Budget78
Schertz Economic Development Corporation
FY 2012-13 Proposed Budget79
Schertz Economic Development Corporation
RevenuesExpenses
2011-12 Estimate$2,611,345$1,985,164
2012-13 Budget$2,837,710$2,674,444
% Change8.7%34.7%
Sales Taxes are projected to increase by 5%
from year end estimates plus another 4% for
new business
New model for development incentive funds
FY 2012-13 Proposed Budget80
EDC –Non Departmental
Expenses
2011-12 Estimate$183,700
2012-13 Budget$0
% Change-100%
Moved to General Fund and will be
reimbursed by Economic Development
FY 2012-13 Proposed Budget81
EDC –Economic Development
Expenses
2011-12 Estimate$1,801,464
2012-13 Budget$2,674,444
% Change9.1%
New Business Development programs
Development Incentive Fund = $500,000
Impact Fee Matching Fund = $500,000
Economic Development Specialist position funding
Reimburse Emergency Services Buildings’ Maintenance expenses
FY 2012-13 Proposed Budget82
Hotel Occupancy Tax Fund
FY 2012-13 Proposed Budget83
Hotel Occupancy Tax Fund
RevenuesExpenses
2011-12 Estimate$469,717$364,124
2012-13 Budget$492,717$481,945
% Change4.9%32.4%
Additional Advertising Campaigns
Provide funding for the new Jazzfest event
FY 2012-13 Proposed Budget84
Park Fund
FY 2012-13 Proposed Budget85
Park Fund
Revenues
2011-12 Estimate$235,520
2012-13 Budget$247,025
% Change4.9%
Transfer in to fund Tree Mitigation projects
out of reserves
FY 2012-13 Proposed Budget86
Park Fund-Parkland Dedication
Expenses
2011-12 Estimate$199,281
2012-13 Budget$107,600
% Change-46.0%
New public water fountains, amenity centers,
tree accent lighting, Gutierrez Park Stone
Monument, and three new pavilions
FY 2012-13 Proposed Budget87
Park Fund-Tree Mitigation
Expenses
2011-12 Estimate$48,500
2012-13 Budget$96,525
% Change99.0%
Soccer complex shade trees
Ornamental trees for new Animal Services
Facility
FY 2012-13 Proposed Budget88
Historical Committee
RevenuesExpenses
2011-12 Estimate$3,302$3,302
2012-13 Budget$5,650$5,650
% Change71.1%71.1%
No significant Change
FY 2012-13 Proposed Budget89
Parks & Recreation Foundation
RevenuesExpenses
2011-12 Estimate$248,935$197,863
2012-13 Budget$320,375$271,762
% Change28.7%37.3%
Increase to accommodate a bigger audience
at the two festivals
FY 2012-13 Proposed Budget90
Budget Calendar FY 2012-13
July 31File with City Secretary, Budget Workshop
August 7Budget Workshop, vote to place a preliminary
tax rate on the agenda, and schedule public
hearings
August 8First Community Budget Presentation
August 15Second Community Budget Presentation
August 21First Public Hearing
August 28Second Public Hearing, First Vote
September 4Second Vote and Adoption
October 1Budget goes into effect
FY 2012-13 Proposed Budget91
Proposed Budget FY 2011-12