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FY 1981-82 Budget 1400 LIVE OAK ROAD P.O. DRAWER I SCHERTZ, TEXAS 78154 AC (512) 658-7477 OFFICE OF THE CITY MANAGER August 4, 1981 TO: The Honorable Mayor Stomackin and the City Council SUBJECT: Budget Message The 1981-82 budget is submitted in compliance with Article VII, Section 7.02 of ,the Schertz City Charter. This budget presentation is a detailed operating and capitol improvement plan, expressed in terms of achievement and estimated costs in relation to estimated revenues. The budget is method oriented. The document represents the method through which policy is made, put into effect, and cont ro 11 ed. The budget is constructed upon an assessment ration of 100% of value, and a tax rate of E5~ per hundred of assessed valuation. Fee and service cha rges for Ci ty servi ces rema i n as previ ously estab 1 i shed by Council. A Capitol Improvement section has been incorporated into the budgetary process to provide a means of replacing capitol equipment, and complete capitol projects. The 1981-82 Personnel Compensation Plan and Pay Tables are incorporated into the budget document. A recapitulation of the budget by departments is also included. The budgeting process is continuous throughout the budget year. By con- tinual review throughout the year, and effectual management by the Council and staff, the citizens can be assured that a proper budget is being efficiently managed. Re'~ectfu,,~ ~~ lmore JGG/jgk enc. RECAPITULATION ACTUAL ESTIMATE BUDGET '79-80 ' 30-81 '81-82 GENERAL FUND REVENUES $ 721,642.74 $800,115 $877 ,770 EXPENDITURES City Counci 1 7,919.46 7,100 6,500 City Manager 53,754.84 66,047 81,604 Municipal Court 1,800.00 7,200 7,200 Finance 56,558.19 58,283 60,195 Tax 16,390.53 31,533 34,246 Planning & Zoning 124.40 120 120 Legal 9,432.11 5,700 5,700 Police Department 178,125.28 204,643 238,870 Fire Department 26,942.06 26,640 27,176 Inspection 10,260.88 14,147 14,914 Engineering 11 ,703. 58 7,900 7,900 Parks & Streets 86,704.46 91,783 101,579 Municipal Building 83,250.09 66,793 70,239 Anima 1 Control 15,356.10 14,257 14,995 Swimming Pool 21,842.07 25,522 27,330 S,A.F.E.S. 55,730.84 31,767 46,988 Admi ni stra ti on 72,760.80 101 ,449 116,900 Library 7,158.70 14,558 14,900 $ 718,106.53 $ 768, 1 72 $ 877 , 356 $ 3,536.21 $ 31 ,943 $ 414 WATER AND SEWER FUND REVENUES $ 611,107.20 525,103.44 $ 585,175 547,381 $ 626,675 625,810 EXPENDITURES $ 86,003.76 $ 37,794 $ 865 - 7 - GENERAL FUND REVENUES REVENUES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 Current Taxes '$252,959.00 $344,500 $361,500 [le1i iquent Taxes 1,037.57 1,000 1 ,000 Penalty & Interest 599.75 600 550 City Sales Tax 123,750.63 112,000 125,500 Mix Beverage Tax 2;588.44 2,300 2,500 G.V.E.C. 36,420.76 40,000 42,000 Entex 5,419.00 5,500 5,500 SW Bell Telephone 12,499.59 12,000 13,500 UA Columbia 4,148.53 4,000 1 0 , 000 Building Permits 4,345.66 3,800 6,500 Electric Permits 559.50 700 700 Plumbing Permits 160.50 350 350 Alcoholic Beverage 612.50 300 600 Peddler Permit 66.00 80 !ZO House Moving Permit 20.00 100 100 Electric License 730.00 1,000 800 Season Pass Sale 8,032.00 7,500 8,500 Pool Gate Admissions 15,451.70 13,500 17,000 Swimming Classes 1,010,50 1,600 1,000 Concession - 0 - - 0 - - 0 - Muni Court Fines 55,924.80 40,000 62,000 STEP Fines 3,500.00 - 0 - 4,500 Warrant Fees 2,130.00 1,000 1,800 Tax Certificates 432.00 450 450 Police Reports 192.00 325 300 Vehicle Impoundment 1,768.00 1,000 1,400 Lease Payment CCMA 6,236.52 6,100 6,150 Ballfield Usage 1,806.09 1,500 1 ,;ZOO' Ambulance Fees 24,198.52 25,000 25,000 Dispatch Income 1,800.00 1,800 1,800 Building Rental 2,651.00 3,000 3,000 Miscellaneous 2,288.25 2,800 2,800 Interest 16,390.39 14,000 17,000 Payment in lieu of Taxes 75,000.00 73,000 64,000 Transfer Revenue Sharing 10,546.68 45,000 45,000 Reimburse from CETA 8,799.64 9,950 - 0 - Retirement Reversion 5,807.28 4,000 4,500 Insurance Dividend 3,000.00 1 , 000 1,000 Cities Share SAFES 3,868.20 8,1 00 27,600 Discounts 742.17 300 300 Donations Ambulance 23,665.37 9,000 10.500 Pet License 484.00 - 0 - - 0 - $721,642.74 $800,115 $877 , 770 * Revenue Sharing - R - GENERAL FUND EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 ' 80-81 '81-82 CITY COUNCIL Salaries $ 1,351.00 $ ,1 ,500 $ 1,500 Memberships 1,060.87 1,100 1,100 Meetings & Travel 3,212.98 3,000 2,300 Special Events 625.03 700 700 Area Relations 1,257.37 100 100 Election Costs 382.98 500 500 Welfare 29.23 200 200 Industrial Development - 0 - - 0 - 100 $ 7,919.46 $ 7,100 $ 6,500 CITY MANAGER Salaries $ 41,216.91 $ 52,187 $ 76,194 Intern - 0 - 1,500 2,000 CETA 9,592.84 9,000 - 0 - Fuel & Lubricants 370.47 700 700 Vehicle Maintenance 132.29 350 350 Memberships 367.00 350 350 Meetings & Travel 1,223.13 1,200 1,200 C.S. Car Allowance 147.88 360 360 Publications 129.50 100 100 Training Schools 319.57 300 350 Tape Recorder 79.95 - 0 - - 0 - $ 53,754.84 $ 66,047 $ 8:T',604 MUNICIPAL COURT Judge $ 1,800.00 $ 3,600 $ 3,600 City Attorney - 0 - 3,600 3,600 $ 1,800.00 $ 7,200 $ 7,200 FINANCE Salary $ 8,297.00 $ 9, 128 $ 11,889 Meetings & Travel - 0 - 60 75 Training Schools - 0 - 60 100 Transfer to I & S 48,261.19 49,035 48;T3T $ 56,558.19 $ 58 ;'283 $ 60~ 195 - q - GENERAL FUND EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 TAX Salaries $ 12,528.95 $ 12,263 $ 14,436 Membershi ps 111 .00 60 60 Meetings & Travel 130.51 160 175 Publications 96.75 100 100 Training Schools 50.00 150 175 Property Transfers 107.45 100 100 Tax Board of Equalization - 0 - 200 200 Deliquent Tax Attorney 686.33 500 500 County Appraisal Board 1,482.64 18,000 18,500 Tax Forms 606.90 - 0 - - 0 - $ 16,390.53 $ 31,533 $ 311,,246 PLANNING & ZONING Publications $ 34.40 $ 40 $ 40 Recording Fees 90.00 80 80 $ 124.40 $ 120 $ 120 LEGAL Legal Notices $ 974.45 $ 600 $ 600 Codification 2,552.74 500 500 Retainer 5,400.00 3,600 3,600 Professional Services 504.92 1,000 1,000 $ 9,432.11 $ 5,700 $ 5,700 POLICE Salaries $134,559.51 $ 156,656 $ 176,638 Uni forms 2,693.75 3,300 3,500 Fuel & Lubricants 12,667.92 15,000 25,500 Tires 879.90 1,500 800 Flares 144.99 150 150 Operational Supplies 1,097.32 1,100 1,000 Office Equip. Maint. - 0 - 150 150 Radio Maintenance 2,654.77 2,000 1,800 Vehicle Maintenance 6,423.46 6,000 5,500 Extinguisher Maint. 78.05 125 125 Laundry & Cleaning 2,698.75 2,800 2,800 Memberships 284.00 350 350 Meetings & Travel 376.85 800 800 Training Schools 312.01 700 700 ~Jarrant Fees 3,470.00 2,500 2,500 Support of Prisoners 215.92 500 500 STEP 321.24 - 0 - 4,500 Equipment Rental 20.00 100 100 Police Car 7,269.79 8,000 9,500 * 911 Telephone - 0 - 1,200 1,200 Recorder - 0 - 1,255 300 High Speed Teletype 1,957.05 457 457 $178,125.28 $ 204,643 $ 238,870 * Revenue Sharinq GENERAL FUND EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 FIRE DEPARTMENT Fire Chief/Marshal $ 3,000 $ 3,270 $ 3,706 Uniforms 5,921.05 5,500 5,500 * Oxygen 43.45 300 400 Fuel & Lubricants 1,081.88 1,400 2,200 Tires - 0 - 800 800 Vehicle Supplies 295.16 500 650 * Operational Supplies 391.67 450 450 Building Maintenance 241 .41 400 400 Equipment & Apparatus Maint. 1,602.13 1,400 1,500 Radio Maintenance 576.60 600 600 Vehicle Maintenance 706 . 1 6 900 900 Memberships 105.00 250 250 Meetings & Travel 930.33 1,000 1,000 Training Schools 3,800.00 3,800 4,000 Fire Prevention 371 .75 600 600 Special Events 500.00 500 500 * Other Insurance 1,020.00 1,020 1,020 Hose 3,082.15 2,000 2,000 * Truck Painting - 0 - 1,250 - 0 - Chief/Marshal Exp. 600.00 700 700 Light Bar & Siren 1,633.32 - 0 - - 0 - $ 26,942.06 $ 26,640 $ 27,176 I NSPECTI ON Salary $ 8,668.58 $ 10,067 $ 11 ,889 Inspection Services 752.00 3,000 2,000 * Fuel & Lubricants 349.62 275 375 Operational Supplies 7.66 20 20 Vehicle Maintenance 155.56 150 150 Clothing Rental - 0 - 125 - 0 - Membersh ips 10.00 65 65 . Meetings & Travel 8.40 50 50 Publications 50.00 40 40 Training Schools 167.14 125 125 Special Printing 55.92 30 - 0 - Vacant Lot Cleaning 36.00 200 200 $ 10,260.88 $ 14,147 $ 14,914 ENGINEERING Maps & Supplies $ 393.84 $ 300 $ 300 Professional Services 9,964.89 7,000 7,000 Surveys 1,344.85 600 600 $ 11 ,703.58 $ 7,900 $ 7,900 * Revenue Sharing - 11 - GENERAL FUND EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 PARKS AND STREETS Salaries $.:46,820.74 $ 52,600 $ 58,478 Chemical Supplies 2,596.07 3, 1 98 4,010 Paint 2,824.66 947 1,270 Small Tools 195.73 300 - 0 - Fuel & Lubricants 3,589.60 5,118 6,800 Tires & Tubes 667.54 740 1,300 Street Sweeper Supplies 9.44 - 0 - - 0 - Asphalt 1,090.65 4,250 4,600 Sand & Gravel 473.00 1,030 1,820 * Traffic Control Devices 513.00 1,380 1,870 Lumber & Concrete 422.43 550 1,150 * Operational Supplies 1,415.27 1,600 2,000 Recretional Supplies 461.07 350 200 Building Maintenance 618.40 1,200 1,550 Grounds & Fence Maint. 2,509.09 1,900 2,000 Equipment Maintenance 2,476.46 3,000 3,000 Radio Maintenance 120.69 200 600 Vehicle Maintenance 952.55 1,200 1,300 Streetsweeper Maintenance 633.12 - 0 - 1,356 Traffic Control Maintenance 946.71 1,640 1,950 Other Repairs 1,268.40 1,175 1,225 Electricity-Parks 3,173.18 2,800 2,650 Work Clothes 901.58 1,555 1,700 Publications - 0 - 50 - 0 - Training Schools 155.00 400 350 Meetings & Travel 182.78 400 400 Light Fixtures-large pavilion - 0 - 1,400 - 0 - Picnic Tables, small pavilion - 0 - 2,000 - 0 - Scorer's Booth-Lions Field - 0 - 800 - 0 - Excavation-drainage ditch 1,000.00 - 0 - - 0 - Seal Coating 10,191 .28 - 0 - - 0 - Backstop Repair 1,496.00 - 0 - - 0 - Asphalt Kettle 1,000.00 - 0 - - 0 - $86,704.46 $ 91,783 $101,579 * Revenue Sharing - 12 - GENERAL FUND EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 MUNICIPAL BUILDING Salaries $ 4,752.67 $ 6,968 $ 8,664 Office Suppl ies 7,311.46 8,500 6,000 Postage 4,850.01 5,500 6,200 Janitorial Supplies 1,174.49 800 800 Operational Supplies 800.03 750 700 Office Equip. Maintenance 2,462.20 2,600 2,400 Postage Meter Maintenance 137.00 100 100 Telephone 9,488.63 11 ,000 12,000 Electricity 24,514.48 25,000 26,000 Gas 1,751.57 1,900 1,800 Water & Sewer 2,551.84 2,000 2,000 Janitorial Service - 0 - 75 75 Building Maintenance 1,558.02 1,600 1,500 Printing - 0 - - 0 - 2,000 Ambulance Building 21,889.69 - 0 - - 0 - $ 83,250.09 $ 66,793 $ 70,239 ANIMAL CONTROL Sa 1 a ry $ 9,090.35 $ 9,312 $ 10,150 Pet Tags 236.12 200 150 Fuel & Lubricants 895.60 600 600 Operational Supplies 235.16 550 500 Radio Maintenance 77 .50 70 70 Vehicle Maintenance 528.82 250 300 Clothing 104.90 250 200 Aminal Control (Contract) 3,809.25 2,700 2,700 Membership 53.00 50 50 Meetings & Travel 325.40 275 275 $ 15,356. 1 0 $ 14,257 $ 14,995 SWIMMING POOL Salaries $ 16,293.35 $ 18,500 $ 20 ;000 Chemical Supplies 1 ,933. 13 2,220 2,400 Paint 706.60 1,062 1,450 * Operational Supplies 1,211.52 1,400 1 ,400 Bldg. & Pool Maint. 184.87 500 700 Grounds & Fence Maint. 77 .95 170 260 Equipment Maintenance 344.85 550 250 Water 754.80 600 650 Meetings & Travel 100.00 400 100 * Publications - 0 - 20 20 Training Schools 325.00 100 100 $ 21,842.07 $ 25,522 $ 27,330 * Revenue Sharing - 13 - GENERAL FUND EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 SAFES Salaries $ 10,932.00 $ 17 , 203 $ 25,173 r'ledical Supplies 3,709.60 3,800 4,200 Fuel & Lubricants 5,031.95 6,200 8,000 Operational Supplies 100.25 125 100 Building Maintenance 517.92 75 75 Radio Maintenance 815.99 900 800 Vehicle Maintenance 1 ,803. 12 1,700 2,000 Laundry 414.78 600 750 Clothing Rental 84.00 84 180 Other Insurance 106.25 130 110 Malpractice Insurance 938.00 950 1,000 Ti res 345.84 - 0 - - 0 - Ambulance Payment 30,931.14 - 0 - - 0 - Defibulator - 0 - - 0 - 4,600 $ 55,730.84 $ 31,767 $ 46,988 ADMINISTRATION Social Security $ 23,672.85 $ 26,615 $ 32,000 Retirement 11,220.36 14,400 16,200 Unemployment 1,165.19 3,1 00 9,000 Workmen's Camp. 5,299.24 7,900 8,200 Group Insurance 9,900.16 10,334 10,500 Gen. Compo Liability 6,1 77 . 00 8,500 9,000 Auto Liability 5,603.00 4,200 4,500 Self Insurance - 0 - 2,000 2,000 Bonds 598.00 250 250 Audit 6,000.00 7,500 8,600 fYlerit Increase - 0 - 1,500 1,500 Investigation Employment - 0 - 150 150 Water Replacement Fund 300.00 12,000 12,000 Fire & Extended Coverage 2,825.00 3,000 3,000 $ 72,760.80 $ 101,449 $ 116,900 LIBRARY Sa 1 a ry $ 6,468.04 $ 8,150 $ 9,000 Books 95.92 4,350 1J.,675 * Periodicals 23.00 285 300 Audio Visuals 443.75 937 50 Library Supplies - 0 - 406 400 * Meetings & Travel - 0 - 400 450 * Memberships - 0 - 30 25 File Cabinet 127.99 - 0 - - 0 - $ 7 ~ 158.70 $ 14,558 $ 14,900 GRAND TOTALS $718,106.53 $ 768,172 $ 877 ,356 * Revenue Sharing - 14 - WATER AND SEWER REVENUES ACTUAL ESTIMATE BUDGET '79-80 '80-81 '81-82 Water Sales $316,325.20 $ 322,000 $ 355,000 Sewer Charges 192,625.73 199,000 199,000 Penalties 8,607.13 7,000 7,500 Turn Off/Transfer Fees 224.00 300 300 Service Charges 3,560.00 3,000 3,000 Sewer Tap Fees 1,100.00 1,000 1,000 Miscellaneous 2,930.39 2,500 3,500 Solid Waste Collection 11,743.60 12,000 15,000 Meters 826.77 1,200 1,200 Interest 27,073.36 23,000 25,000 Discounts 304.25 175 175 Transfer,'Rev. Sharing 12,701.85 14,000 14,000 Capital Equip. Replace. Fd. - 0 - - 0 - 2,000 Water Line Replcement ,33,084.92 - 0 - - 0 - $ 611,107.20 $ 585,175 $ 626,675 -- ~,---~- -. ---'- .--".-- - 15 - WATER AND SEWER EXPENDITURES ACTUAL ESTIMATE BUDGET '79-80 ' 80-81 '81-82 Salaries $ 71 ~ O~O, 14 $ 82,468 $ 89,065 Chemical Supplies 2~O35.65 2,647 2,700 Fuel & Lubricants 3,766.78 4,256 6,000 Tires & Tubes 291.38 700 900 * Vehicle Supplies 78.62 250 250 Operational Supplies 2,335.04 2,000 2,000 * Building Maintenance 402.87 1,100 300 Grounds & Fence Maint. 353.17 350 200 Equipment Maintenance 1,602.60 2,700 2,700 Radio Maintenance 101,89 300 600 Vehicle Maintenance 1,592.31 1,250 1,250 Wells & Motor Maintenance 1,162.98 1,300 1,300 Reservoir Maintenance 1,044.00 1,075 3,000 Water Line Maintenance 5,822.17 4,500 3,800 Meter Maintenance 847.80 700 700 Lift Station Maintenance 938.63 1 ,600 1,100 Sewer Line Maintenance 366.75 400 700 Electric (Water Pump.) 31..446.32 35,000 40,000 Work Clothes 385.96 1,339 1,800 Memberships - 0 - 125 100 Meetings & Travel 269.96 500 400 Training Schools 240.00 500 400 Professional Services 300.00 600 200 Printing 598.80 500 500 Equipment Rental 2,606.36 1 ,500 1,700 Sewage Treatment 185,062.95 175,000 185,000 New Meters 2,020.38 2,020 900 * Water Lines 3,840,74 4,800 4,800 * Principal 25,000.00 25,000 35,000 Interest 27,708.75 54,000 1] 9 ,345 Paying Agent Fees 75.62 100 100 Transfer in Lieu of Tax 75,000.00 73,000 64,000 Depreciation 66,000.00 42,000 44,000 Utility Bad Debts 1,211.01 1,000 1,000 Vehicle Purchase (Van) 2,533.92 - 0 - 10,000 UC Well Elec. Improve. 6,510.00 - 0 - - 0 - Tools & Cabinet 459.89 - 0 - - 0 - UC We 11 Fence - 0 - 4,650 - 0 - Riding Mower - 0 - 1 ,000 - 0 - El ec, Control Park Lift Sta. - 0 - 1 ,400 - 0 - High Pressure Sewer Cleaner - 0 - 16,251 - 0 - $525,103.44 $ 547,381 $ 625,810 * Revenue Sharing - 16 - CAPITOL IMPROVEMENTS As expressed to the Council on several occasions, I have been identify- ing and developing funds to replace capitol equipment; and in addition~ developing funds to complete certain projects. This section is new to the budgeting process within Schertz. In the event all or a portion of this section is not accepted,,-I highly recommend the funds remain obligated for capitol equipment replacement. FUND ACCOUNTS General Fund Equipment Replacement Water & Sewer Equipment Replacement Capitol Reserve Drainage Water & Sewer Construction $ 9,000 21,500 12,000 45,000 70,000 TOTAL $157,500 FUND ACCOUNT EXPENDITURES General Fund Equipment Heavy Duty Battery Charger Minitor Pager Vibrator Compactor Walkies $ 200 350 1,200 1,000 $ 2,750 Water and Sewer Equipment Pickup Truck Heavy Duty Trash Pump Minotor Pager $ 7,500 900 350 $ 8,750 Capitol Reserve Car purchase $ 7,000 - 18 - CAPITAL EQUIPMENT & IMPROVEMENT NEEDS The capital equipment and improvement needs listed on the following pages are needs that cannot be included in the budget because of monetary limitations. RECOMMENDATIONS: 1. New lighting system A-l Ballfield $25,000 Present wiring is deteriorated. Much of the insulation is gone, causing a serious hazard of short circuits. Present fixtures are obsolete and in need of repair. Requires replacement with more energy efficient, and easily maintained fixtures. ALTERNATIVES: Restrict ballfield from night use. Risk possible injury to users. 2. Additional Picnic Tables Park $2,000 Will enhance utilization of park by families. ALTERNATIVES: Under utilization of park facilities. 3. Police Car $9,500 equipped The expansion of the city limits places a heavier need for patrol service. This greater patrol area will place a larger maintenance and repair requirement on present vehicles and if out of service for any length of time, will restrict available vehicles that can respond to calls. ALTERNATIVES: Delayed reaction time to calls. Infrequent patrol of areas. Less effective traffic control. 4. Vibrator compactor $1,200 Through training and experience gained, the parks and streets personnel are able to do more of our street repair; thereby saving contracting fees. This piece of equipment will allow for a better job. ALTERNATIVES: Less repair of streets. - 19 - 5. Excell Hustler Mower $6,500 The expansion of the city limits has produced more easements that require maintenance. This machine will allow for proper cutting of these easements. ALTERNATIVES: Grown up easement. Possible safety hazard. 6. Storage Bins (Reinforced concrete) $6,000 For asphalt, sand, gravel, and ballfield clay. To provide segregated storage of these materials. ALTERNATIVES: Continued loss of materials. Poor drainage. 7. Purchase two Minitor Pagers $700 For alert and communications with standby personnel during emergencies, weekends and after duty hours. ALTERNATIVES: Delayed reaction time during emergencies. 8. Landscaping Cutoff Park $1,200 Will enhance utilization of park. ALTERNATIVES: Under utilization of the park by our citizens. 9. Heavy Duty Battery Charger $200.00 To be used by all departments within the City to reduce costs. ALTERNATIVES: Continued use of commercial services at high costs. 10. Backhoe $20,000 Hydralic hoses and fittings are badly deteriorated due to age, causing leaks and lack of operator control. The controls are jerky and insensitive. Does not allow for precision excavation. ALTERNATIVES: Longer repair time of water breaks because of hand excavation. Hire additional personnel to hand dig. Accept possible injury to personnel using equipment. - ?o - 11. Heavy duty trash pump $900 This high volume trash pump will replace two small pumps. The primary use is to remove water from excavations at main breaks and pumping out the wetwe1ls at lift stations. ALTERNATIVES: Longer water outage at mainbreaks~ etc. 12. Fire Truck 1000 gallon tanker $50,000 Present tanker is 1952 GMC Army truck. Parts are hard to come by and very expensive. Need tanker for fires north side of IH 35. ALTERNATIVES: No water for fire fighting to areas of city north of I35. VEHICLE REPLACEMENT - These vehicles are the ones with highest mainten- ance costs. YEAR MODEL COST NEW MAINTENANCE EXPENSE 1973 Mazda pickup $2,809 $1,608 1975 Chevy pickup $4,255 2,305 1975 Chevy pickup $3,938 1,897 1975 Dodge pickup $3,975 2,452 1976 Ford pickup $3,720 2,1 03 1975 Plymouth sedan $4,300 2.181 1975 Plymouth sedan $4,372 6,201 1975 Tractor $2,268 1 ,841 - 21 - PERSONNEL NEEDS 1 - Administration Clerk Cost $9,000 This position was considered critical prior to losing two CETA positions. 1 - Draftman Cost $8,000 With new development in the city and the expansion of city more and more mapping requirements are being required. These duties have been handled in the past by aCETA exployment which we no longer have. 3 - Police Officers Cost $34,000 One officer was scheduled for April 1981; however, funds prevented hiring. Two officers should be added in 1982 to maintain current level of services in new areas of city. 2 - Public Works employees Cost $20,000 One Parks and Streets and one Water & Sewer worker. These employees needed to maintain services at current level to the expanding city.. 2 - Firemen Cost $22,000 A problem is developing within the fire department. There is a lack of volunteers available for day time emergencies during working hours. These full-time firemen would provide a means of alleviating this problem. 1 - Assistant Librarian Cost $8,600 As the library grows and more people use the library, this additional worker will be needed. - ?? - 1980-81 COMPENSATION PLAN SECTION I 1. Salary Schedule The pay of City employees shall be on the basis of the appropriate salary schedule prescribed by the City of Schertz and approved by the Council. The general salary schedule consists of an entrance rate, interme- diate rates, and a maximum rate. The salaries prescribed in the schedule are fixed on the basis of full-time service for 40 hours of work per week. 2. Application of Plan to Position The grades assigned refer to the grades established for each of the positions. Each employee shall be paid within the range of grades established for his position, subject to the provision of Section 2 of this plan. The City Manager will determine the rate on the basis of his evaluation of the experience, ability and - length of service of the employee. SECTION I I 1. Starting Rate on Initial Employment On original hiring to any position, the salary shall be in successive steps. The City Manager may approve initial compensation at the 2nd or 3rd step in the appropriate grade when experience, skill, training, or labor market conditions justify the action. The City Manager may approve initial compensation in salary grades of Department Heads in any step of the appropriate salary grade when exceptional experience, training, or labor market conditions justify the action. 2. Starting Rate on Return to Duty Employees returning to duty in the same class of position after a separation from City service of not more than twelve months, when separation was without prejudice to the €mployee, may, at the des- cretion of the City Manager, receive the rate in the salary schedule corresponding to the step rate received at time of separation and shall subsequently be paid such rate for at least such period as is normally required for advancement to the next higher salary. 3. Starting Rate in New Position Whenever an employee is assigned to duty in a position of a different class not previously held; and such change is not a promotion, the employee shall receive the entrance rate in the salary schedule or such other rate within the applicable schedule as may be entitled to be reaSDn of prior service, meeting the following conditions: - 23 - duties of new position similar to those from old position; service in former position provided experience valuable to performance of duties in new position. 4. Rate of Pay on Prorrotion When an employee is promoted to a position with a higher salary schedule, the entrance salary rate shall be at the lowest step in the higher salary schedule. The lowest step is considered to be the lowest step that will provide an increase over the salary received immediately prior to promotion. 5. Advancement of Salary within a Salary Schedule Advancement in the salary of an employee within a salary schedule shall be based on the achievement of minimum periods of service and satisfactory performance. a. The minimum period of service for the first salary advance after hire or promotion shall be six (6) months. For each succeeding advance, longevity service of twelve rronth periods shall be required. Longevity pay is a two(2) step advance. Advancement to the six, eighteen, thirty, forty-two, fifty- four, sixty-six, seventy-eight month longevity pay steps shall be based on uninterrupted continuous service. The City ~~nager may recognize prior uninterrupted service in the same division of the City. b. To recognize exceptional performance or current labor market conditions, the City ~~nager may approve advancement; but such advancement cannot exceed two steps in any 12 rronth period. The provisions of this section shall be in addition to all other provisions for step advancement within grade. 6. Recommendations for Salary Advancement within Grade. The Department Head concerned shall recommend in writing to the City Manager the advancement in salary rate of each employee in his depart- ment who have met the requirements 'for salary advancement as enumerated above. This recommendation shall include a certification that the employee's manner of performance during the months immediately prior to the effective date of the recommended advancement in salary was satisfactory. SECTION II I 1. Compensation of Part-Time Employees A part-time employee is an employee who works less than 35 hours per week and/or whDse total hours worked in a twelve consecutive rronth period does not exceed 1040 hours. A part-time employee shall be paid - 24 - on an hourly rate basis equivalent to the appropriate monthly rate in the salary schedule for the classification. 2. Advancement in Salary for Part-time Employees A part-time employee may be advanced in pay in the same manner as other employees, provided that only actual hours of work shall be considered in determining such advancement. When the hourly equiva- lent of required periods of service has been attained. advancement to the next higher step rate may be effected in accordance with Section II above. 3. Compensation for Temporary Employees' A temporary employee is an employee who is employed for a known period of time not to exceed four consecutive calendar months, to perform a specific function. All such employment must be specified as to length of time anticipated to complete the tempor- ary assignment on the appropriate form on initial employment. A temporary employee shall be paid on an hourly rate basis equi- valent to the appropriate monthly rate in the salary schedule. SECTION IV 1. Periodic Performance Evaluation The Periodic Performance Evaluation is a management method which puts into actual operation the philosophy that human assets of organizations \ are just as important to their development as material resources. The objectives of this method are the following: To evaluate the per- formance and potential of each employee; to recognize and correct each employee's weaknesses through helpful discussion, special training. and personal development; to discover old and new talent with a review to further development and improved placement; to develop organizational replacement charts; to recognize and promote the best qualified persons to key positions; to strengthen morale through assurance that recogni- tion is based on merit only; to stimulate interest in the principles of personnel administration through increased understanding between super- visors and supervisees; and finally, to assist in the establishment of complete personnel records and manpower inventories as a means of im- plementing the policy of promotion from within. 2. Planning and Scheduling Evaluations It is important that each employee-understand the organization's periodic Performance Evaluation procedures and know who will review his or her performance. The evaluation committee for the City of Schertz will be made up of the City Manager and two members appointed by the Manager. These two appointees will be individuals who are familiar with the overall operation of the City organization. - 25 - The Performance Evaluation Committee will meet regularly four times a year. Each meeting will be conducted on a day at the approximate midpoint of that quarter. The City Manager will schedule and ensure that all necessary individuals are notified. Each employee's per- formance will be evaluated at the meeting that falls within the same quarter as his/her employment anniversary date. 3. Conducting the Committee Meeting The Chairman of the committee is the City Manager. His/her chief function is to keep the discussion moving rapidly along the desired channels. His or her major contrioution is tD ferret out vital in- formation, to ask pertinent questions and solicit evidence in support of opinions as they are expressed. The employee's department head will present information about the employee's job performance, attendance record, training, attitude, and other applicable information. All members of the committee will then contribute any information that they may have which is pertinent to the employee's rating. As might be expected, however, the supervisor is generally regarded as the primary source of such information as on him/her rests the burden of proof for citing specific facts and relating data concerning the employee under review. Results of the rating will be recorded along with specific recommendations for improvement, training, et cetera, if necessary. (' 4. USing the Employee Evaluation Form The evaluation form is important only insofar as it provides for the discussion and a record of the committee's decision. ment appearing on the evaluation form may be altered at will more nearly to the exact situation in each case. an outline Any state- to conform Members of the committee, before meeting, should familiarize themselves with the gradations of meaning as found on the evaluation form. Pertinent evidence should be presented by each supervisor to quarantee as much objective thinking as possible. Such evidence includes: job description; budget variances; records pertaining to accidents; health of the employee; labor turnover; attendance; production; Schertz Employee Evaluation form(s); and other related information. The committee is expected to determine with a fair degree of accuracy the most outstanding abilities and qualifications of the individual. These should be clearly stated, and full weight given them in determin- ing the quality of performance, as well as proper step placement of the individual. 5. Concl usion This program will furnish management with a reliable over-all inventory of its human assets in terms of skills and aptitudes, present and potential. On an individual basis, it provides all the necessary data for appraising potential ability of all employees. Moreover, it promotes better understanding and communication between supervisors and their employees. Finally, experience with the program has shown that sound personnel evaluation is almost invariably reflected in improved organizational planning. - 26- CITY MANAGER ASST CITY MANAGER/ ADMINISTRATIVE CITY SECRETARY ASST. j BOOKKEEPER/ I TAX ASSESSOR/ FINANCE COLLECTOR I I I I POLI CE DEPT. ADMINISTRATION INSPECTION FIRE DEPARTMENT SAFES 1 Chief 1 Office Manager 1 Inspector 1 Fire Chief 1 Administrator 1 Sgt/Patrol Deputy City Sec. 1 Fire Marshall 1 Asst. Administra1 1 Sgt/Investigator 1 Court Clerk Deputy 6 Patrolmen 1 Computer Operator 1 Animal Control 1 Utility Clerk 4 Dispatchers 2 Office Clerks LIBRARY 1 Offi ce Cl erk 1 Custodian 2 (pt) Crossing Guards 1 Librarian PUBLI C ~JORI(S 1 Director STREET/PARK DEPT. 1 Supervisor 4 \~orkers WATER & SEWER DEPT. 1 Supervisor 4 Workers RECREATION DEPT. 1 (pt) Summer Director 6 (pt) Life Guards 1 (pt) Cashier 1981~1982 POSITION AUTHORIZATIONS STARTING GRADE/STEP POSITION TITLE City Manager City Secretary Assistant to City Manager (3) Tax Assessor/Collector City Inspector Office Manager/Asst. City Sec. Financial Official/Bookkeeper Deputy Court Clerk Building Maintenance 7 A 7 A 4 B 4 B 4 B 2 A 3 B POLICE DEPARTMENT Chief Sgt. Patrol Sgt. Investigator Patrolman Clerk - Administration Chief Dispatcher Dispatcher Relief Dispatcher Animal Control Crossing Guard Director Supervisor - Streets & Parks Worker II - Streets & Parks Worker I - Streets & Parks Summer Hire (1) Rec. Director, Swimming Pool(l) L i fegua rds, Swimmi ng Pool (1) Cashier - Swimming Pool (1) 7 D 7 D 5 D 1 A 2 B 1 A 1 A 3 C 1 A PUBLIC WORKS 4 B 4 A 3 D PT PT PT PT - 28 - TOP GRADE/STEP * * 11 D 11 D 8 A 9 A 9 A 4 A 3 D 14 D 12 C 12 C 8 D 4 B 6 D 3 D 3 D 5 B 1 D 14 D 9 D 7 D 5 D PUBLIC WORKS ( Cont'd) Supervisor, Water & Sewer Serviceman II, Water & Sewer Serviceman, I, Water & Sewer Computer Operator, W & S Clerks, Water & Sewer 4 D 3 D 3 C 4 A 1 A 9 D 7 D 5 D 8 B 4 D HEALTH/SAFES Administrator Assistant Administrator 4 A 11 A 7 A LIBRARY Librarian (1) (2) PT * (1) (2) (3) - As authorized by City Council - Paid in accordance with individual contract - Authorized 30 hours a week - Newly Authorized position - 29 - CITY OF SCHERTZ PAY TABLES October 1, 1981 STEP GRADE 1 2 3 4 5 6 A Hour 3.35 3.62 3.91 4.21 4.54 4.90 Month 581.00 628.00 678.00 731.00 788.00 850.00 Annual 6,968.00 7,534.00 8,139.00 8,776.00 9,461.00 10,210.00 B Hour 3.40 3.68 3.96 4.28 4.62 4.98 Month 589.00 638.00 687.00 742.00 801.00 863.00 Annual 7.079.00 7,655.00 8~237.00 8,903.00 9,618.00 10,362.00 C Hour 3.45 3.74 4.04 4.35 4.69 5.06 Month 599.00 649.00 701.00 754.00 814.00 877 . 00 Annual 7 . 1 92.00 7,781.00 8,404.00 9,051.00 9,770.00 10,531.00 D Hour 3.51 3.80 4.10 4.43 4.77 5.15 Month 608.00 659.00 711 .00 767.00 827.00 893.00 Annual 7,307.00 7,910.00 8,542.00 9,214.00 9,934.00 10,720 .00 STEP GRADE 7 8 9 10 11 12 A Hour 5.30 5.73 6.18 6.64 7.17 7.74 Month 919.00 992.00 1,072.00 1,152.00 1,243.00 1,341.00 Annual 11 ,030.00 11,916.00 12,873.00 13,826.00 14,918.00 16,101.00 B Hour 5.38 5.80 6.29 6.75 7.28 7.82 Month 932.00 1,006.00 1,090.00 1 ,170.00 1,263.00 1,356.00 Annual 11 ,186,00 12,074.00 13,086.00 14,040.00 15,161 .00 16,275.00 C Hour 5.47 5.89 6.39 6.86 7.40 7.95 Month 948.00 1,022.00 1,108.00 1,189.00 1,282.00 1,378.00 Annual 11 ,377 . 00 12,265.00 13~ 295.00 14,273.00 15,394.00 16,545.00 D Hour 5.56 6.01 6.49 6.97 7.53 8.08 Month 965.00 1,042.00 1,125.00 1,209.00 1,305.00 1,402.00 Annual 11 ,581.00 12,511.00 13,500.00 14,509.00 15,663.00 16,906.00 STEP GRADE 13 14 15 16 17 18 A Hour 8.32 8.99 9.72 10.51 11 .37 12.29 Month 1,442.00 1,559.00 1,685.00 1,822.00 1,970.00 2,130.00 Annual 17,308.00 18,713 . 00 20,231.00 21,872.00 23,646.00 25,566.00 B Hour 8.46 9.14 9.88 10.69 11 .55 12.49 Month 1,466.00 1,585.00 1 ,713.00 1,852.00 2,003.00 2,165.00 Annual 17,597.00 19,024.00 20,567.00 22,235.00 24,039.00 25,990.00 C Hour 8.60 9.29 10.05 10,86 11.75 12.70 Month 1,490.00 1,611.00 1,742.00 1,883.00 2,036.00 2,201.00 Annual 17,889.00 19,340.00 20,908.00 22,605.00 24,438.00 26,421.00 D Hour 8.74 9.45 10.21 11.04 11.95 12.91 Month 1,515.00 1,638.00 1,771.00 1,915.00 2,070.00 2,238.00 Annual 18,186.00 19,661.00 21,255.00 22,980.00 24,844.00 26,860.00 - 30 - CITY OF SCHERTZ, TEXAS GEMERAL BONDED DEBT SUMMARY OF DEBT SERVICE REQUIREMFNTS FISCAL YEARS 1980-2001 FISCAL YEAR CASH REQUIREMENTS OUTSTANDING ENDINGr PRINCIPAL INTEREST TOT.lI,L PRINCIPAL 9-30-82 $ 18,000.00 $ 30,131.00 $ 48,131.00 $531,000.00 9-30-83 19,000.00 29,227.25 48,227.25 512,000.00 9-30-84 20,000.00 28,287.25 48,287.25 492,000.00 9-30-85 21,000.00 27,297.25 48,297.25 471,000.00 9-30-86 21,000.00 26,233.25 47,233.25 450,000.00 9-30-87 22,000.00 25,169.25 47,169.25 428,000.00 9-30-88 2<1,000.00 24,109.00 48,109.00 404,000.00 9-30-89 24,000.00 22,852.75 46,852.75 380,000.00 9-30-90 25,000.00 21,596.50 46,596.50 355,000.00 9-30-91 25,000.00 20,274.00 45,274.00 330,000.00 9-30-92 26,000.00 18,951.50 44,951.50 304,000,00 9-30-93 32,000.00 17,567.00 49,567.00 272,000.00 9-30-94 33,000.00 15,786.25 48,786.25 239,000.00 9-30-95 35,000.00 13,943.50 48,943.50 204,000.00 9-30-96 32,000.00 12,002.50 44,002.50 172,000.00 9-30-97 32,000.00 10,167.50 1I-2, 167 . 50 140,000.00 9-30-98 33,000.00 8,292.50 41,292.50 107,000.00 9-30-99 33,000.00 6,381.25 39,381.25 74,000.00 9-30-00 34,000.00 .~,470:00 38,470.00 40,000.00 9-30-01 40,000;00' 2,522.50 42,522.50 -0- TOTALS $549,000.00' $365~262.00 $914,262.00 AVERAGE ANNUAL REQUIRH1ENT $~5,713.10 _ ., - CITY OF SCHERTZ, TEXAS GENERAL OBLIGATION SEWER SYSTEM BONDS, SERIES 1962, DATED DECEMBER 1,1962 INTEREST AT 3-5/8% ON BONDS 1-3, 3-3/8% ON BONDS 4-27, and 3-5/8% ON BONDS 38-301 PAYJl,BLE DECEMBER 1ST J.\ND"JUNE 1ST At'~OUNT ISSlIED PAID OUTSTAtJDING, SEPTEMBER 30, 1981 $301,000.00 97,000.00 204,000.00 DUE OUTSTJ.\ND I NG BOND FISCAL YEAR REQUIREMENT DATES BALANCE NUt1BERS PRINCIPAL INTEREST TOTAL 12-1-81 $204,000.00 $ $ 3,696.48 $ 6-1-82 94-100 7,000.00 3,698.52 14,395.00 1 2 - 1 -82 1 97 ,000. 00 3,569.64 6-1-83 101-108 8,000.00 3,571.61 15,141.25 12-1-83 189,000.00 3,424.68 6-1-84 109-116 8,000.00 3,426.57 14,851.25 1 2 - 1 -84 181 ,000.00 3,279.72 6-1-85 117-124 8,000.00 3,281.53 14,561.25 12-1-85 173,000.00 3,134.76 6-1-86 125-132 8,000.00 3,136.49 14,271.25 12-1-86 165,000.00 2,989.80 6-1-87 133-141 9,000.00 2,991.45 14,g81.25 12-1-87 156,000.00 2,826.72 6-1-88 142-150 9,000.00 2,828.28 14,655.00 12-1-88 147,000.00 2,663.64 6-1-89 151- 159 9,000.00 2,665.11 14,328.75 12-1-89 138,000.00 2,500.56 6-1-90 160-169 10,000.00 2,501.94 15,002.50 12-1-90 128,000.00 2,319.36 6-1-91 170-179 10,000.00 2,320.64 14,640.00 12-1-91 118,000.00 2,1 38. 16 6-1-92 180-189 10,000.00 2,139.34 14,277.50 12-1-92 108,000.00 1,956.96 6-1-93 190-200 11 ,000.00 1,956.04 14,915.00 12-1-93 97,000.00 1,757.64- 6-1-94 201-211 11 ,000.00 1,758.61 14,516.25 12-1-94 86,000.00 1,558.32 6-1-95 212-223 12,000.00 1,559.18 1 5 ,117. 50 _ 'l? _ CITY OF SCHERTZ, TEXAS GENERAL OBLIGATION SEWER SYSTEM BONDS, SERIES 1962, DATES DECEMBER 1, 1962 (continued) DUE OUTSTANDING BOND FISCAL YEAR REQUIREMENT DATES BALANCE NUt'1BERS PRINCIPAL INTEREST TOTAL 12-1-95 $ 74,000.00 $ $ ],340.88 $ 6-1-96 224-235 12,000.00 1 ,341 . 62 14,682.50 12-1-96 62,000.00 1,123.44 6-1-97 236-247 12,000.00 1 ,124.06 14,247.50 12-1-97 50,000.00 906.00 6-1-98 248-260 13,000.00 906.00 14,812.50 12-1-98 37,000.00 670.44 6-1-99 261-273 13,000.00 670.81 14,341 .25 12-1-99 24,000.00 434.88 6-1-00 274-287 14,000.00 435.12 14,870.00 12-1-00 10,000.00 181.20 6-1-01 288-297 10,000.00 181.30 10,362.50 TOTALS $204,000.00 $ 84,970.00 $288,970.00 Paying Agent: Frost National Bank San Antonio, Texas _ T:l _ CITY OF SCHERTZ, TEXAS STREET IMPROVEMENT BONDS, SERIES 1972 DATED FEBRUARY 1, 1972 INTEREST AT 4-12% ON BONDS 1-14, 5% ON BONDS 15-39 5.3% ON BONDS 40-63, AND 6.2% ON BONDS 64-150 PAYABLE JUNE 1ST AND DECEMBER 1ST AMOUNT ISSUED $150,000.00 PAID 20,000.00 OUTSTANDING, SEPTEMBER 30, 1981 130,000.00 DUE OUTSTANDING BOND FISCAL YEAR REOUIREMENT Dft,TES BALANCE rlUMBERS PRINCIPAL INTEREST TOTAL 12-1-81 $ 130,000.00 $ S 3,808.00 $ 6-1-82 21-26 6,000.00 3,808.00 13,616.00 12-1-82 124,000.00 3,658.00 6-1-83 27-32 6,000.00 3,658.00 13,316.00 12-1-83 118,000.00 3,508.00 6-1-84 33-39 7,000.00 3,508.00 14,016.00 12-1-84 111 ,000.00 3,333.00 6-1-85 40-47 8,000.00 3,333.00 14,666.00 12-1-85 103,000.00 3,1 21 .00 6-1-86 48-55 8,000.00 3,1 21 .00 14,242.00 12-1-86 95,000.00 2,909.00 6-1-87 56-63 8,000.00 2,909.00 13,818.00 12-1-87 87,000.00 2,697.00 6-1-88 64-73 10,000.00 2,697.00 15,394.00 12-1-88 77,000.00 2,387.00 6-1-89 74-83 10,000.00 2,387.00 14,774.00 12-1-89 67,000.00 2,077.00 6-1-90 84-93 10,000.00 2,077.00 1 4 , 1 54 . 00 12-1-90 57,000.00 1,767.00 6-1-91 94-103 10,000.00 1,767.00 13 ,534.00 12-1-91 47,000.00 1,457.00 6-1-92 104-114 11,000.00 lA51.00 13,914.00 12-1-92 36,000.00 1 ,11 6. 00 6-1-93 115- 1 25 11 , 000 . 00 1 ,116. 00 13,232.00 12-1-93 25,000.00 775.00 6-1-94 126- 137 12,000.00 77 5.00 13,550.00 12-1-94 13,000.00 403.00 6-1-95 138- 150 13,000.00 403.00 13,806.00 TOTALS $130,000.00 $66,032.00 $196,032.00 Paying Agent: Main Bank and Trust San Antonio, Texas Option: June 1, 1987 _ 14 - CITY OF SCHERTZ, TEXAS TEXAS GENERAL OBLIGATION BONDS SERIES 1975, DATED MARCH 1, 1975 INTEREST AT 7% ON BONDS 1-9, 6.2% ON BONDS 10-12, 6.8% ON BONDS 13-15, 7% ON BONDS 16-25, and 7.2% ON BONDS 26-47 AMOUNT ISSUED $235,000.00 PAID 20,000.00 OUTSTANDING, SEPTEMBER 30, 1980 215,000.00 DUE OUTSTANDING BOND FISCAL YEAR REQUIREMENT DATES BALANCE NU~~BERS PRINCIPAL HiTEREST TOTAL 3-1-82 $ 215,000.00 $ $ 7,560.00 9-1-82 5 5,000.00 7,560.00 $ 20,120.00 3-1-83 210,000.00 7,385.00 9-1-83 6 5,000.00 7,385.00 19,770.00 3-1-84 205,000.00 7,210.00 9-1-84 7 5,000.00 7,210.00 19,420.00 3-1-85 200,000.00 7,035.00 9-1-85 8 r,OOO.OO 7,035.00 19,070.00 3-1-86 195,000.00 6,860.00 9-1-86 9 5,000.00 6,860.00 18,720. 00 3-1-87 190,000.00 ' 6,685.00 9-1-87 10 5,000.00 6,685.00 18,370.00 3-1-88 185,000.00 6,530.00 9-1-88 11 5,000.00 6,530.00 18,060.00 3-1-89 180,000.00 6,375.00 9-1-89 12 5,000.00 6,375.00 17,750.00 3-1-90 175,000.00 6,220.00 9-1-90 13 5,000.00 6,220.00 17,440.00 3-1-91 170,000.00 6,050.00 9-1-91 14 5,000.00 6,050.00 17,100.00 3-1-92 165,000.00 5,880.00 9-1-92 15 5,000.00 5,880.00 16,760.00 - <I'; _ CITY OF SCHERTZ, TEXPS TEXAS GENEP~L OBLIGATION BONDS SERIES 1975, DATED t1ARCH 1, 1975 (continued) DUE OUTSTANDING BOND ,- DATE BALANCE ' NUt~BERS PRINCIPAL INTEREST TOTJI.L 3-1-93 $ 160,000.00 $ $ 5,71 0 . 00 $ 9-1-93 16-17 10,000.00 5,710.00 21,420.00 3-1-94 150,000.00 5,360.00 9-1-94 18-19 10,000.00 5,360.00 20,720.00 3-1-95 140,000.00 5,010.00 9-1-95 20-21 10,000.00 5,010.00 20,020.00 3-1-96 130,000.00 4,660.00 9-1-96 22-25 20,000.00 4,660.00 29,320.00 3-1-97 110,000.00 3,960.00 9-1-97 26-29 20,000.00 3,960.00 27,920.00 3-1-98 90,000.00 3,240.00 9-1-98 30-33 20,000.00 3,240.00 26,480.00 3-1-99 70,000.00 2,520.00 9-1-99 34-37 20,000.00 2,520.00 25,040.00 3-1-00 50,000.00 1,800.00 9-1-00 38-41 20,000.00 1,800.00 23,600.00 3-1-01 30,000.00 1,080.00 9-1 -01 42-47 30,000.00 1,080.00 32,160.00 TOTALS $215,000.00 ~214,260.00 $429,260.00 Paying Agent: Schertz Bank and Trust Schertz, Texas _ ~h _ CITY OF SCHERTZ, TEXAS UTILITY SYSTEM REVENUE BONDS SU!1r1ARY OF DEBT SERVICE REQUIRE~1ENTS FISCAL YEARS 1980-2005 FISCAL OUTSTJ\NDING YEJl.R CASH REOUI RH1ENTS PRINCIPAL ENDING PRINCIPJI.L INTEREST TOTAL BALANCE $860,000.00 9-30-82 $ 25,000.00 $ 52,842.50 $ 77,842.50 835,000.00 9-30-83 25,000.00 51,555.00 76,555.00 810,000.00 9-30-84 25,000.00 50,267.50 75,267.50 785,000.00 9-30-85 30,000.00 49,017.50 79,017.50 755,000.00 9-30-86 30,000.00 47,542.50 77,542.50 725,000.00 9-30-87 30,000.00 46,067.50 76,067.50 695,000.00 9-30-88 30,000.00 44,592.50 74,592.50 655,000.00 9-30-89 35,000.00 42,805.00 77,805.00 630,000.00 9-30-90 40,000.00 40,667.50 80,667,50 590,000.00 9-30-91 40,000.00 38,242.50 78,242.50 550,000.00 9-30-92 40,000.00 35,817.50 75,817.50 510,000.00 9-30-93 45,000.00 33,392.50 78,392.50 465,000.00 9-30-94 45,000.00 30,680.00 75,680.00 420,000.00 9-30-95 50,000.00 27,947.50 77 ,947 .50 370,000.00 9-30-96 50,000.00 24,922.50 74,922.50 320,000.00 9-30-97 55,000.00 21,757.50 76,757.50 265,000.00 9-30-98 55,000.00 18,207.50 73,207.50 210,000.00 9-30-99 60,000.00 14,797.50 74,797.50 150,000.00 9-30-00 25,000.00 11 ,100. 00 36,100.00 125,000.00 9-30-01 25,000.00 9,250.00 34,250.00 100,000.00 9-30-02 25,000.00 7,400.00 32,400.00 75,000.00 9-30-03 25,000.00 5,550.00 30,550.00 50,000.00 9-30-04 25,000.00 3,700.00 28,700.00 2~,OOO.00 9-30-05 '25,000.00' 1,850.00 26,850.00 -0- TOTALS $860,000.00 . , $709,972.50 $1,569,972.50 AVERAGE ANNUAL REQUIREMENT cI; 65,415.52 ... - 37 - CITY OF SCHERTZ, TEXAS UTILITY SYSTEM REVENUE BONDS, SERI ES 1968, DATED r1Jl.RCH 1, 1968 INTEREST AT 4% ON BONDS 1-39, 4-1/2% ON BONDS 40-329, AND 5-3/4% ON BONDS 330-379 PAYABLE ~1ARCH 1ST AND SEPTE~mER 1ST Ar10UNT ISSUED $579,000.00 PAID 194,000.00 OUTSTANDING, SEPTEMBER 30, 1981 385,000.00 DUE OUTSTANDING BOND FISCAL YEAR REQUIREMENT DATES BALANCE NUMBERS PRINCIPAL I NTERES T TOTJl.L 3-1-82 $385,000.00 $ $ 10,225.00 $ 9-1-82 195-214 20,000.00 10,225.00 40,450.00 3-1-83 365,000.00 9,775.00 9-1-83 215-234 20,000.00 9,775.00 39,550.00 3-1-84 345,000.00 9,325.00 9-1-84 235-254 20,000.00 9,325.00 38,650.00 3-1-85 325,000.00 8,875.00 9-1-85 255-279 25,000.00 8,875.00 42,750.00 3-1-86 300,000.00 8,312.50 9-1-86 280-304 25,000.00 8,312.50 41,625.00 3-1-87 275,000.00 7,750.00 9-1-87 305-329 25,000.00 7,750.00 40,500.00 3-1-88 250,000.00 7,187.50 9-1-88 330-354 25,000.00 7,187.50 39,375.00 3-1-89 225,000.00 6,468.75 9-1-89 355-379 25,000.00 6,468.75 37,937.50 3-1-90 200,000.00 5,lSQ.00 9-1-90 380-409 30,000.00 5,750.00 41,500.00 3-1-91 170,000.00 4,887.50 9-1-91 410-439 30,000.00 4,887.50 39,775.00 3-1-92 140,000.00 4,025.00 9-1-92 440-469 30,000.00 4,025.00 38,050.00 3-1-93 11 0 ,000.00 3,162.50 9-1-93 470-504 35,000.00 3,162.50 41,325.00 3-1-94 75,000.00 2,156.50 9-1-94 505-539 35,000.00 2,156.50 39,312.50 3-1-95 40,000.00 1,150.00 9-1-95 540-579 40,000.00 1,150.00 42,300.00 $385,000.00 $178,100.00 $563,100.00 Paying Agent: Main Bank and Trust San Antonio. Texas Option; Bonds maturing September 1,1984 through 1995 are optional for redemption September 1,1983, at 102.50. such premiums reducing 1/2 of 1% on each September 1, until the bonds are optional at par on September 1, 1988, and remain optional at par on any interest payment date thereafter to maturity. .,0 CITY OF SCHERTZ, TEXAS UTILITY SYSTEM REVENUE BONDS, DATED APRIL 1, 1973 INTEREST AT 6.10 % ON BONDS 1-16 AND 5.75% O~ BONDS 17-33 PAYABLE MARCH 1ST AND SEPTEMBER 1ST JlJ"10UNT ISSUED AND OUTSTANDING, SEPTEr~BER 30, 1981 $165,000.00 DUE OUTSTMDING BOND FISCAL YEAR REQUIRfMENTS DATES BALANCE NlJt1BERS PRINCIPAL INTEREST TOTAL 3-1-82 $165,000.00 $ $ 4,883.75 $ 9-1-82 4,883.75 9,767.50 3-1-83 165,000.00 4,883.75 9-1-83 4,883.75 9,767.50 3-1-84 165,000.00 4,883.75 9-1-84 4,883.75 9,767.50 3-1-85 165,000.00 4,883.75 9-1-85 4,883.75 9,767.50 3 -1 -86 165,000.00 4,883.75 9-1-86 4,883.75 9,767.50 3-1-87 165,000.00 4,883.75 9-1-87 4,883.75 9,767.50 3-1-88 165,000.00 4,883.75 9-1-88 4,883.75 9,767.50 3-1-89 165,000.00 4,883.75 9-1-89 4,883.75 9,767.50 3-1-90 165,000.00 4,833.75 9-1-90 4,383.75 9,767.50 3-1-91 165,000.00 4,883.75 9-1-91 4,883.75 9,767.50 3-1-92 165,000.00 4,383.75 9-1-92 4,883.75 9,767.50 3-1-93 165,000.00 4,883.75 9-1-93 4,883.75 9,767.50 3-1-94 165,000.00 4,883.75 9-1-94 4,883.75 9,767.50 3-1-95 165,000.00 4,883.75 9-1-95 4,883.75 9,767.50 3-1-96 165,000.00 4,883.75 9-1-96 1-8 40,000.00 4,883.75 49,767.50 3-1-97 125,000.00 3,663.75 9-1-97 9-15 40,000.00 3,663.75 47~321. 50 3-1-98 85,000.00 2,443.75 9-1-98 17-24 40,000.00 2,443.75 44,887.50 3-1-99 45,000.00 1,293.75 9-1-99 25-33 45,000.00 1,293.75 47,587.50 TOTAL $165,000.00 $161,315.00 $326,315.00 Paying Agent: Schertz Bank and Trust Schertz, Texas Option: September 1,1983 _ ':lO _ CITY OF SCHERTZ, TEXAS UTILITY SYSTEM REVENUE BONDS DATED 1975 INTEREST AT 7.75% ON BONDS 1-5, 7% ON BONDS 6-20, 7.2% ON BONDS 21-22, 7.25% ON BONDS 23-26, AND 7.4% ON BONDS 27-65, PAYABLE ~'ARCH 1ST AND SEPTEr~BER 1ST Af10UNT ISSUED $325,000.00 PAID 15,000.00 OUTSTANDING, SEPTEMBER 30, 1981 310.000.00 DUE OUTSTANDING BOND FISCAL YEAR RFQUIREMENTS DA TES BALANCE NW1BERS PRINCIPAL INTEREST TOTAL 3-1-82 $310,000.00 $ 5; 11,312.50 $ , 9-1-82 4 5,000.00 11,312.50 27,625.00 3-1-83 305,000.00 11,118.75 9-1-83 5 5,000.00 11,118.75 27,237.50 3-1-84 300,000.00 10,925.00 9-1-84 6 5,000.00 10,925.00 26,850.00 3-1-85 295,000.00 10,750.00 9-1-85 7 5,000.00 10,750.00 26,500.00 3-1-86 290,000.00 10,575.00 9-1-86 8 5,000.00 10,575.00 26,150.00 3-1-87 285,000.00 10,400.00 9-1-87 9 5,000.00 10,400.00 25,800.00 3-1-88 280,000.00 10,225.00 9-1-88 10 5,000.00 10,225.00 25,450.00 3-1-89 275,000.00 10,050.00 9-1-89 11-12 10,000.00 10,050.00 30,100.00 3-1-90 265,000.00 9,700.00 9-1-90 13-14 10,000.00 9,700.00 29,400.00 3-1- 91 255,000.00 9,350.00 9-1-91 15-16 10,000.00 9,350.00 28,700.00 3-1-92 245,000.00 9,000.00 9-1-92 17-18 10,000.00 9,000.00 28,000.00 3-1-93 235,000.00 8,650.00 9-1-93 19-20 10,000.00 8,650.00 27,300.00 3-1-94 225,000.00 8,300.00 9-1-94 21-22 10,000.00 8,300.00 26,600.00 3-1-95 215,000.00 7,940.00 9-1-95 23-24 10,000.00 7,940.00 25,880.00 3-1-96 205,000.00 7,577 .50 9-1-96 25-26 10,000.00 7,577.50 25,155.00 _ /In _ CITY OF SCHERTZ, TEXAS UTILITY SYSTEM REVENUE BONDS SERIES 1975, DATED~1ARCH 1,1975 (continued) DUE OUTSTANDING BOND FISCAL YEAR REQUIREMENT DATES BALANCES NU~1BERS PRINCIPAL INTEREST TO Tfl. L 3-1-97 $ 1 95 ,000. 00 $ $ 7,215.00 $ 9-1-97 27-29 15,000.00 7,215.00 29,430.00 3-1-98 180,000.00 6,660.00 9-1-98 30-32 15,000.00 6,660.00 28,320.00 3-1-99 165,000.00 6,105.00 9-1-99 33-35 15,000.00 6,105.00 27,210.00 3-1-00 150,000.00 5,550.00 9-1-00 36-40 25,000.00 5,550.00 36,100.00 3- 1-01 125,000.00 4,625.00 9-1-01 41-45 25,000.00 4,625.00 34,250.00 3-1-02 100,000.00 3,700.00 9-1-02 46-50 25,000.00 3,700.00 32,400.00 3-1-03 75,000.00 2,775.00 9-1-03 51-55 25,000.00 2,775.00 30,550.00 3-1-04 50,000.00 1,850.00 9-1-04 56-60 25,000.00 1,850.00 28,700.00 3-1-05 25,000.00 925.00 9-1-05 61-65 25,000.00 925.00 26,850.00 $310,000.00 $370,557.50 $680,557.50 Paying Agent: Schertz Bank and Trust Schertz, Texas 111 CITY OF SCHERTZ, TEXAS COMBINATION TAX AND JUNIOR LIEN REVENUE CERTIFICATES OF OBLIGATION SERIES 1981 DATED FEBRUARY 17, 1981 PAYABLE SEPTEMBER 30 AMOUNT ISSUED $150,000.00 PAID -0- OUTSTANDING, SEPTEMBER 30, 1981 150,000.00 Y~~\R OUTSTANDING FISCAL YEAR REQUIREMENT HI,D I NG BALAN CE PRINCIPAL INTEREST TOTAL 9-30-82 $150,000.00 $ $ 21,375.00* $ 21,375.00 9-30-83 150,000.00 5,000.00 14,013.00 21,375.00 9-30-84 145,000.00 5,000.00 13,537.00 18,537.00 9-30-85 140,000.00 5,000.00 13,063.00 18,063.00 9-30-86 135,000.00 5,000.00 12,587.00 17,587.00 9-30-87 130,000.00 5,000.00 1 2 ,11 3 . 00 1 7,113.00 9-30-88 125,000.00 5,000.00 11 ,637.00 16,637.00 9-30-89 120,000.00 5,000.00 11,163.00 16,163.00 9-30-90 115,000.00 10,000.00 10,450.00 20,450.00 9-30-91 100,000.00 10,000.00 9,500.00 19,500.00 9-30-92 95,000.00 10,000.00 8,550.00 18,550.00 9-30-93 85,000.00 10,000.00 7,600.00 17,600.00 9-30-94 75,000.00 10,000.00 6,650.00 16,650.00 9-30-95 65,000.00 1 0 , 000.00 5,700.00 15,700.00 9-30-96 55,000.00 15,000.00 4,512.00 19,512.00 9-30-97 40,000.00 20,000.00 2,850.00 22,850.00 9-30-98 20,000.00 20,000.00 950.00 20,950.00 TOTALS $150,000.00 $166.250.00 $316,250.00 Interest estimated @ 9~ % for illustration purposes only. * 18 months of interest Paying Agent: Schertz State Bank _ L'l? _ $475,000.00 -0- 475,000.00 FISCAL YEAR REQUIREMENT CITY OF SCHERTZ, TEXAS UTILITY SY~TEM REVENUE BONDS SERIES 1981 DATED FEBRUARY 17, 1981 PAYABLE SEPTEMBER 30, AMO UNT I SS UE D PAID OUTSTANDING, SEPTEMBER 30, 1981 YEAR ENDING 9- 30-82 9- 30-83 9-30-84 9-30-85 9-30-86 9-30-87 9-30-88 9-30-89 9- 30-90 9-30-91 9-30-92 9- 30-93 9-30-94 9-30-95 9-30-96 9-30-97 9-30-98 9-30-99 9- 30-00 TOTAL OUTST AN DI NG BALANCE $475,000.00 465,000.00 455,000.00 440,000.00 425,000.00 410,000.00 395,000.00 375,000.00 355,000.00 335,000.00 310,000.00 285,000.00 255,000.00 220,000.00 185,000.00 150,000.00 1] 5,000. 00 80,000.00 40,000.00 PRINCIPAL $ 10,000.00 1 0,000. 00 15,000.00 15,000.00 15,000.00 15,000.00 20,000.00 20,000.00 20,000.00 25,000.00 25,000.00 30,000.00 35,000.00 35,000.00 35,000.00 35,000.00 35,000.00 40,000.00 40,000.00 $475,000.00 INTEREST $ 45,125.00 44,175.00 43,225.00 41,800.00 40,375.00 38,950.00 37,525.00 35,625.00 33,725.00 31 ,825.00 29,450.00 27,075.00 24,225.00 20,900.00 17,575.00 14,250.00 10,925.00 7,600.00 3,800.00 $574,473.00 Interest estimated @ 9~% for illustration purposes only. Paying Agent: Schertz State Bank - 41 - TOTAL $ 55,125.00 54,175.00 58,225.00 56,800.00 55,375.00 53,950.00 57,525.00 55,625.00 53,725.00 56,825.00 54,450.00 57,075.00 59,225.00 55,900.00 52,575.00 49,250.00 45,925.00 47,600.00 43,800.00 $1,049,473.00