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Proposed Budget FY 2017-18CITY OF SCHERTZ yf���ZVEiE:] City of Schertz Fiscal Year 2017 -18 Budget Cover Page This budget will raise more total property taxes than last year's budget by $410,066 or 3% increase, and of that amount, $412,829 is tax revenue to be raised from new property added to the tax roll this year. 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 2017 -18 Property Tax Rate: $0.4910/100 Effective Rate: $0.4910/100 Effective Maintenance & Operations Tax Rate: $0.3168/100 Rollback Tax Rate: $0.5083/100 Debt Rate: $0.1662/100 2016 -2017 $0.4911/100 $0.4803/100 $0.3090/100 $0.5080/100 $0.1743/100 Total debt obligation for the City of Schertz secured by property taxes: $ 84,528,625 ff-I "--N COMMUNITY JOHN C. KESSEL IR SERVICE :�)(GHIJLN CrZ OPPORTUNITY CITY MANAGER IDATE- August 4, 2017 TO: The Honorable Mayor and Councilmembers FROM: John C. Kessel, City Manager SUBJECT: Proposed Budget for Fiscal Year 2017-18 In all funds of the City the past few years, fund balance and reserves have been growing to levels not seen since before the 2008 recession. This budget proposes the use of these built up funds to make a big push on service levels in Fiscal Year 2017-18. The EMS Fund proposes hiring 3 full time EMTs to help staff ambulances when a paramedic is vacant which will help reduce overtime costs while keeping up service levels. Also anticipated in FY 2017-18 is $290,000 in Medicare assistance from the state which will help the fund purchase lifesaving capital equipment in the future. The Guadalupe County Tax Assessor value01 d the City's total taxable value at $3,371,521,956. This is a 3% increase, or $1 million, over last fiscal year which indicates growth in Schertz is still growing. Of that growth new property added to the tax rolls was $84 million, while only $17 million was from increased property vIlue on existing property. Sales taxes in the City of Schertz have experienced strong growth in the past few years. The current year is showing growth in line with population growth at about 3% average. Sales taxes revenue is expected to increase in FY 2017-18 at a steady and conservative pace of 4% that grows with population and with the addition of new businesses moving in. Recently issued bonds in September 2016 and June 2017 will contribute $19.5 million toward the construction of Fire Station 3, the widening of FM 1103 and other road improvements, city buildings and Recreation Center repairs, new hiking and �iiking trails, and assisted with the completion of the Natatorium. I would like to thank all Department Heads for their assistance in the development *f this document. Lastly, I wish to thank the Mayor and City Council for your continued support and leadership. Together, we are providing vision and quality operations to the City while being good stewards of the resources our residents and businesses have provided us. 1400 Schertz Parkway Schertz, Texas 78154 210.619.1000 yl`t "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK CITY OF SCHERTZ 2017 -18 BUDGET Table of Contents Executive Summary General Fund Summary 10 Revenues 12 City Council 17 City Manager 21 Municipal Court 25 311 /Customer Relations 31 Planning & Zoning 35 Legal Services 41 City Secretary 45 Non - Departmental 49 Public Affairs 53 Records Management 57 Schertz Magazine 61 Engineering 67 Geographic Information Systems 73 Police 77 Fire Rescue 85 Inspections 91 Marshal Services 97 Streets 103 Parks, Recreation, & Community Services 109 Pools 115 Event Facilities 119 Library 125 Animal Services 133 Environmental Health 139 Information Technology 145 Human Resources 149 Finance 155 Purchasing & Asset Management 161 Fleet Services 167 Facility Services 173 City Assistance 181 Court Restricted Funds 185 Special Events Fund 189 Interest & Sinking Fund 203 Water & Sewer Summary 209 Business Office 215 Water & Sewer Administration 221 Capital Recovery - Water 233 Capital Recovery — Sewer 241 Drainage Summary 247 Revenues 251 Expenditures 252 Emergency Medical Services (EMS) Summary 257 Revenues 263 Expenditures 264 Schertz Economic Development Corporation Summary 269 Revenues 274 Expenditures 275 Special Revenue Funds Public, Educational, and Government (PEG) Access Fund 283 Hotel /Motel Tax 289 Park Fund 293 Tree Mitigation 299 Library Fund 303 Historical Committee 307 Glossary 311 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK Executive Summary General Fund Revenue: Property Taxes for FY 2017 -18 are estimated to increase 5.5% from FY 2016- 17 year end estimates. The increase in the Maintenance and Operations (M &O) rate is offset by a decrease in the Interest and Sinking (I &S) tax rate. The proposed combined tax rate of $0.4910 increases overall property tax revenue by 2.6% due to new properties added to Schertz in 2016. Sales Taxes are expected to increase 3.1 % from year end estimates. This trend follows the area population growth and the potential for new businesses yet is conservative when looking at the average 5 -year growth. Permits, Fees, Fines, and Other Tax are expected to decrease 20% from year end estimates due to an irregular volume of non - residential permits in FY 2016 -17 which marked the highest intake of permit revenue received by the City in a single year. Permit revenue is expected to return to regular historic levels for FY 2017 -18. The interfund charges will increase 69.3 %, or$ 1,835,17, from year end estimates. $1.4 million of the increase is due to a transfer from fund balance to use the accumulated reserve to make capital purchases and to deliver impactful service increases in FY 2017- 18 through hiring more positions and replacing more old equipment than the City would normally be able to do in an effort to act on the feedback the City received in the Citizen Survey. Expenses: The overall FY 2017 -18 General Fund Budget increased 9.8% from FY 2016- 17 year end estimates. This increase includes a total of 14 new employees for the General Fund and includes the remaining 6 firefighters needed to open the 3rd Fire Station, 4 Crossing Guards, 2 Patrol Officers, a Plans Examiner, and a Code Enforcement Officer. Also new to the FY 2016 -17 Budget are the operating expenses to the new Natatorium. This project was approved in the 2010 bond election and is scheduled to be complete early in the fiscal year. This new facility will incur $480,000 in annual operating costs to the City. Another notable item for the FY 2017 -18 Budget is the implementation of the Classification & Compensation Study Year 3 recommendation. 178 employees in 81 different positions throughout the General Fund and other Operating Funds will receive a pay change in accordance with the recommendation. These were positions identified in a survey conducted by a 3rd party that were below market averages for pay in their field. To return to a target pay level compared to the market a 4 -year plan was proposed. This plan adjusted positions' pay each year until the target is reached. The fiscal impact on the General Fund for the third year adjustment will be $281,000. EXECUTIVE SUMMARY In FY 2017 -18 a new permit software will also start the implementation process. The total project cost is estimated to be $375,000 and will also the plan review and permit issuing process to be streamlined making for a faster and more convenient way for developers and residents to build in Schertz. City Council The FY 2017 -18 Budget decreases 9.4% from FY 2016 -17 year end estimates due to lower expected election costs. City Manager The FY 2017 -18 Budget increase 4% from FY 2016 -17 year end projections due to increase in personnel costs from full year funding of the Economic Development Analyst position. This position is reimbursed by the Economic Development Corporation through the annual services agreement. Municipal Court The FY 2017 -18 Budget increases 1.4% from FY 2016 -17 year end projections due to increases in personnel costs related to merit and health insurance changes. 311 Customer Service The FY 2017 -18 Budget will decrease 2.8% from FY 2016 -17 year end projections. There will be no change in operations. Planning & Zoning The FY 2017 -18 Budget increase 3.8% from FY 2016 -17 year end projections due to personnel related cost increases related to the merit program and health insurance. Legal Services The FY 2017 -18 Budget will increase 4.6% from FY 2016 -17 year end projections with the potential of additional legal matters. City Secretary The FY 2017 -18 Budget will decrease 5.0% from FY 2016 -18 due to lower anticipated expenses in records management. Non - Departmental The FY 2017 -18 Budget will increase 9.4% from FY 2016 -17 year end projections by increasing City Support Services to set contingencies to the starting value of $207,098. Public Affairs The FY 2017 -18 Budget will decrease 2.0% from the FY 2016 -17 year end estimates. FY 2016 -17 saw an additional $25,000 in its operating budget to conduct the citizen survey. With the survey completed the annual budget will be reduced to normal operating levels. EXECUTIVE SUMMARY Records Management The FY 2017 -18 Budget will increase 16.2% from FY 2016 -17 year end projections with the anticipation of additional employee hours being used throughout the year up to a full time equivalent. Schertz Magazine The FY 2017 -18 Budget will increase 2.3% from FY 2016 -17 year end projections due to higher postage costs for the magazine. Engineering The FY 2017 -18 Budget will increase 25.2% from FY 2016 -17 year end projections with the full year funding of the recently hired Assistant City Engineer and the Public Works Project Manager positions. GIS The FY 2017 -18 Budget increases 5.1 % from the FY 2016 -17 year end projections due to personnel cost increases related to merit and health insurance. Police The FY 2017 -18 Budget increases 7.4% with the addition of 2 patrol officers with a vehicle and equipment and 4 crossing guards. Fire Rescue The FY 2017 -18 Budget will increase 19.5% from the FY 2016 -17 year end projections. This increase is due to the additional operating costs associated with opening of Fire Station 3 including an additional 6 firefighters, operating supplies and equipment, uniforms and training, and utility expenses. Inspections The FY 2017 -18 Budget will decrease 5.1 % from the FY 2016 -17 year end projections. The additional costs associated with hiring a new plans examiner are offset by lower third party inspector usage. Marshal Services The FY 2017 -18 Budget will decrease 3.7% from the FY 2016 -17 year end projections. FY 2016 -17 had $16,200 in capital expenses related to purchasing in car cameras for the marshals' vehicles. With no budgeted capital expenditures in FY 2017 -18 the overall budget was reduced. Streets The FY 2017 -18 Budget will increase 8.1 % from the FY 2017 -18 year end estimate. This increase will be to purchase additional capital equipment including a dump truck, a forklift, a welder, as well as a replacement work truck. Personnel will also increase with the expectation of lower turnover. EXECUTIVE SUMMARY Parks The FY 2017 -18 Budget will increase 15.9% from the FY 2016 -17 year end estimate. In FY 2017 -18, the City will contract out mowing of parks and city facilities for $50,000 to enable Parks staff to perform deferred maintenance on park facilities around the city. Also included in the budget is a capital purchase to replace the skid -steer loader. Personnel expenses are also expected to increase with the anticipation of reduced turnover. Pools The FY 2017 -18 Budget will increase 6.2% from the FY 2016 -17 year end estimate with the new aquatics center being open year round. Event Facilities The FY 2017 -18 Budget will decrease 5.3% to a reduced need for operating equipment. from the FY 2016 -17 year end estimate due Library The FY 2017 -18 Budget will decrease 1.4% from the FY 2016 -17 year end estimate due to anticipated decrease in overtime hours. Animal Services The FY 2017 -18 Budget will decrease 2.5% from the FY 2016 -17 year end estimate due to fewer capital purchases in FY 2017 -18 than in the year prior. Environmental Health The FY 2017 -18 Budget will 31 % from the FY 2016 -17 year end estimate with the addition of a new Code Enforcement Officer being hired and with the purchase of their equipment and vehicle. Prior to 2016 -17 this division was combined with the Marshal's Office. Information Technology The Information Technology FY 2017 -18 Budget increased 41.8% from the FY 2016 -17 year end estimates. Personnel Services increased 16.0% in anticipation of a full year of approved staffing. City Support Services include the implementation of new permit software expected to cost $375,000. This cost is offset in the General Fund by a contribution from the Schertz Economic Development Corporation to assist with the purchase of the software. Human Resources The FY 2017 -18 Budget will increase 12.9% from the FY 2016 -17 year end estimate with the hiring of the vacant HR Manager position and with the expectation the department will be fully staffed for the full year. Finance The FY 2017 -18 Budget will increase 1.4% from the FY 2016 -17 year end estimate with the addition of investment advisor fees previously charged to Non Departmental. EXECUTIVE SUMMARY Purchasing & Asset Management The FY 2017 -18 Budget will increase 32.2% from the FY 2016 -17 year end estimate due to the hiring of the vacant Purchasing Manager position. The department will now realize a full year of personnel expense related to this position. Fleet Services The FY 2017 -18 Budget will increase 4.1 % from the FY 2016 -17 year end estimate due to additional repair costs following trends seen in the past few years. Vehicle and equipment repair can be found in Supplies if the repair is done in house, in Maintenance Services if the repair is major enough to be sent for outside repair, or Capital Outlay if a vehicle is totaled and needs to be replaced. Facility Services The FY 2017 -18 Budget will increase 1.5% from the FY 2016 -17 year end estimate. Increases in capital outlay to purchase replacement vehicles are offset by lower maintenance costs expected in FY 2017 -18. City Assistance The FY 2017 -18 Budget will increase 10.4% from the FY 2016 -17 year end estimate with the first full year of Senior Center meal program. Court Restricted Funds The FY 2017 -18 Budget will decrease 19.3% from the FY 2016 -17 to match reduced court technology fees being collected. Special Events Fund Revenue: The revenue for FY 2017 -18 is expected to decrease 4.0% from FY 2016 -17 year end estimates due to match revenue from the Hal Baldwin Scholarship to the average annual expenditures. Expenses: The Special Events Fund FY 2017 -18 Budget increased 9.1% from the FY 2016 -17 year end estimates. This increase is due to an expected increase in the number of retirements in Other Events. Interest & Sinking Fund Revenues: Revenues for FY 2017 -18 increase 5.2% from the FY 2016 -17 estimate from $487,110 being transferred from reserves for the year. This withdraw is a planned transfer of excess reserves to reduce the tax rate. Expenses: The FY 2017 -18 Budget will increase 9.3% from the FY 2016 -17 year end estimate with the addition of the 2017 bond payments starting in February 2018. EXECUTIVE SUMMARY Water & Sewer Fund Revenue: Revenues for FY 2017 -18 are expected to increase 4.6% from the FY 2016- 17 year end estimate. The increase for water and sewer rates of, 3% and 6% respectively, follow the 5 year rate plan to ensure revenues match future expenses and capital needs. Garbage Collection rates also increased 3% per the 8 year rate agreement with the garbage contractor. Expenses: The FY 2017 -18 Budget increases 6.3% from the FY 2016 -17 year end estimates to include $387,000 of replacement vehicles and equipment, a higher contribution to SSLGC, higher water purchase costs, and higher sewer treatment fees. Utility Billing The FY 2017 -18 Budget increases 9.5% from the FY 2016 -17 year end estimate with anticipation of filling the vacant Utility Billing Manager position and higher expected credit card fees with the expansion of new customers paying by credit card. Administration The FY 2017 -18 Budget will increase 13.0% from the FY 2016 -17 year end estimate. Personnel Services will increase $355,000 by adding 2 new Serviceman I positions and a Serviceman II position as well as in anticipation of filling the vacant Public Works Director position. Maintenance Services are expected to increase $1,000,000 due to higher sewer treatment fees and higher fees on garbage collection services. This department will also replace $387,000 of equipment including a sewer cleaning truck, a truck with a bed crane, and 2 other replacement trucks. Capital Recovery Fund - Water Projects for FY 2017 -18 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the 1 million gallon elevated tank at Corbett. Capital Recovery Fund - Sewer Projects for FY 2017 -18 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the construction of the main trunk line in southern Schertz that will connect to the new sewer treatment facility being added to the area. Drainage Fund Revenue: The FY 2017 -18 revenue from drainage fees is expected to increase 3.3% with the addition of new homes and buildings with no change in the fee rate. Expenditures will be balanced by taking $1,327,327 from fund balance to conduct drainage channel maintenance projects and $242,000 from a contribution from Cibolo for the construction of the Lower Seguin Bridge. Expenses: The FY 2017 -18 Budget will increase $1,615,907, or a 140.8 %, increase from the FY 2016 -17 year end estimate due to new projects getting under way. The Lower Seguin Road Bridge reconstruction will get under way for $484,000, and there will be many drainage channel maintenance projects totaling $1,062,800. These drainage channel maintenance projects include adding concrete to the walls of drainage channels as well as scaping away of excess dirt built up in the bottom of the channels that reduce their capacity to collect and move water safely out of the city. The increase will also include 2 additional Drainage Worker positions. EMS Fund Revenue: Revenues for FY 2017 -18 are expected to decrease 0.2% from FY 2016 -17 year end estimates. Increases due to an expected rise in the number of transports will be offset not having incoming bond proceeds in FY 2017 -18. The Inter - Jurisdictional revenues will increase with a 3% increase in the rates charged as well as a fee adjustment for population to provide coverage for each serviced community which is identified within the contract. Expenses: The FY 2017 -18 Budget will increase 2.0% from the FY 2016 -17 year end estimate. Personnel will increase $472,000 with the increase recommended in the classification and compensation study as well as adding 3 full time EMT's to help reduce future overtime costs when a paramedic is vacant from a shift. Operating equipment will also increase $53,000 to purchase a video laryngoscopy device and radios for the ambulances while capital outlay is expected to decrease with after the purchase of 2 ambulances from the 2017 debt issuance. Schertz Economic Development Corporation (SEDC) Revenues: The revenue for FY 2017 -18 is projected to increase by 4.3% from the FY 2016 -17 year -end estimate. The increase reflects a general increase in the economy and significant growth in investment income. Expenses: The expenses for FY 2017 -18 is projected to increase by 7.2% from the FY 2016 -17 year -end estimate. The City Assistance fund was adjusted to account for the $500,000 Small Business Grants that may be used throughout the fiscal -year. $312,500 has been allocated for those existing economic development incentives that must be earned before December 31, 2017. Any additional incentives will be taken from reserves and approved by the SEDC Board of Directors and City Council on a case -by -case basis. The Fund Charges/Transfer fund increased due to the proposed expenditure of up to $265,000 for permit software. The software will help increase the efficiency of the City's development process which directly impacts commercial development, including those projects that create primary jobs. Additionally, the FY 2017 -18 Service Agreement between the SEDC and City of Schertz increased 2.5% to $441,395. The Service Agreement creates a not -to- exceed amount for administrative services such as personnel, finance, accounting, insurance, human resources, IT, and fleet. The Service EXECUTIVE SUMMARY Agreement also allows the SEDC to receive services at City's pre- negotiated rate for services such as legal, telecom and copying services. The Operations Support fund increased by $43,500 to be to be used as part of the expansion of the SEDC's marketing strategy to promote the City of Schertz and the attraction of new Primary Jobs. The City Support Services fund was increased as part of the SEDC's commitment to expand our local businesses through the implementation of the SEDC Business Retention and Expansion Plan. Additionally, $20,000 will be used for the SEDC's 20th anniversary celebration. Public, Educational, and Governmental Access (PEG) Fund Revenue: Revenues for FY 2017 -18 are expected to increase 2.6% from the FY 2016- 17 year end estimates with the continued growth of our residential community plus a $110,000 transfer from reserves to continue the communication master plan. Expenses: The PEG Fund FY 2017 -18 Budget increased $199,200 from the FY 2016- 17 year end estimates with the continued implementation of the communication master plan. Hotel Motel Tax Fund Revenue: Revenue for FY 2017 -18 is expected to increase 7.7% from the FY 2016 -17 year end estimates with the addition of a new hotel in the city. Expenses: The Hotel Motel Tax Fund FY 2017 -18 Budget increased 33.1% from FY 2016 -17 year end estimates. This increase is for proposed upgrades to the wi -fi and audiovisual system in the Civic Center to attract additional conferences and conventions that follows the state statutes for occupancy tax use. Park Fund Revenue: The revenue for FY 2017 -18 is expected to decrease 12.2% from 2016 -17 year end estimate with a conservative view on new park fees from development. As a project based fund, revenues are built up and collected in reserves then spent once they have reached a level to fund new projects. Expenses: The FY 2017 -18 Budget decreases 29.7% from FY 2016 -17 year end estimates due to lower cost of future projects identified. The FY 2017 -18 project lists include Hilltop Park improvements of $75,000, park improvements along Schertz Parkway of $20,000, and additional improvements at the Skate Park of $25,000. s EXECUTIVE SUMMARY Tree Mitigation Revenue: The revenue for FY 2017 -18 is expected to decrease 14.4% from 2016 -17 year end estimate with a conservative view on new tree mitigation fees from development. As a project based fund, revenues are built up and collected in reserves then spent once they have reached a level to fund new projects. Expenses: The FY 2017 -18 Budget will increase 10.6% from the FY 2016 -17 year end estimate. The FY 2017 -18 Budget includes shade trees for the Schertz Ball Field and E. Live Oak Road, and Tree Trimming phase 4 for Crescent Bend Park, Wendy Swan Memorial Park, the North Community Center, Hilltop Park, and Palm Park. Library Fund Revenues: Revenue for FY 2017 -18 is expected to increase 6.8% from the FY 2016 -17 year end estimate with the anticipation of increase book sales. Expenses: The Library Fund's FY 2017 -18 Budget increased 2.3% from the FY 2016 -17 year end estimates for additional program support. Historical Committee Revenues: Revenue for FY 2016 -17 is expected to increase 3.5% from the FY 2016 -17 year end estimate for additional book sales. Expenses: The Historical Committee's FY 2017 -18 Budget will remain the same from the FY 2016 -17 year end estimate. B-04-2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY {-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG REVENUE SU144ARY Taxes 16,378,841 17,781,462 18,720,400 16,599,680 18,693,646 19,581,110 Franchises 2,160,595 2,151,791 2,306,600 1,543,942 2,117,344 2,229,264 Permits 1,369,000 1,178,391 1,232,500 1,569,626 2,431,908 1,402,956 Licenses 78,814 55,657 51,160 51,255 65,860 51,160 Fees 2,623,852 2,474,121 2,251,582 1,969,020 2,769,541 2,126,546 Fines & Forfeitures 30,616 25,739 28,000 17,607 22,500 20,000 Inter- Jurisdictional 742,604 791,549 879,508 550,869 863,706 873,008 Fund Transfers 1,804,221 1,680,224 3,642,745 1,811,816 2,649,467 4,484,614 Miscellaneous 506,817 581,845 488,700 427,671 608,475 585,400 TOTAL REVENUES 25,695,360 26,720,777 29,601,195 24,541,486 30,222,447 31,354,058 EXPENDITURE SLU44NRY GENERAL GOVERNMENT CITY COUNCIL 74,712 107,091 116,982 80,156 118,335 107,152 CITY MANAGER 879,510 831,754 1,122,395 786,188 1,087,182 1,130,180 MUNICIPAL COURT 324,771 341,361 370,915 251,433 370,216 375,407 CUSTOMER RELATIONS -311 107,296 109,464 114,369 87,667 120,291 117,469 PLANNING & ZONING 152,815 158,327 218,124 155,023 222,826 231,301 LEGAL SERVICES 190,560 130,364 240,000 71,347 153,000 160,000 GENERAL SERVICES 802,905 887,368 0 0 0 0 BUILDING 6 -8 MAINTENANCE 196,595 0 0 0 0 0 CITY SECRETARY 175,560 188,700 195,762 142,820 204,150 194,003 NONDEPARTMENTAL 2,348,650 2,312,517 3,615,552 2,024,724 2,567,817 2,809,517 PUBLIC AFFAIRS 270,054 294,498 324,789 241,277 325,040 318,344 RECORDS MANAGEMENT 61,470 60,172 65,682 36,552 56,885 66,109 SCHERTZ TALES MAGAZINE 379,929 366,697 392,668 271,179 387,043 395,483 ENGINEERING 220,533 208,652 553,751 346,295 541,130 677,509 GIS 149,613 151,610 160,959 119,432 161,203 169,488 TOTAL GENERAL GOVERNMENT 6,334,972 6,148,576 7,491,948 4,614,093 6,315,118 6,751,962 PUBLIC SAFETY POLICE 5,861,101 6,297,145 7,081,567 5,217,995 6,994,056 7,515,112 FIRE RESCUE 3,484,574 3,740,607 3,985,060 2,930,525 3,926,355 4,691,609 INSPECTIONS 560,278 639,528 638,929 589,643 820,176 778,409 MARSHAL'S OFFICE 626,825 731,166 503,837 371,736 509,469 490,472 TOTAL PUBLIC SAFETY 10,532,779 11,408,446 12,209,393 9,109,898 12,250,056 13,475,602 M 8- 04-2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY PUBLIC ENVIRONMENT STREETS TOTAL PUBLIC ENVIRONMENT PARKS & RECREATION PARKS SWIM POOL EVENT FACILITIES SENIOR CITIZEN CENTER TOTAL PARKS & RECREATION CULTURAL LIBRARY TOTAL CULTURAL HEALTH ANIMAS, SERVICES ENVIRONMENTAL HEALTH TOTAL HEALTH INTERNAL SERVICE INFORMATION TECHNOLOGY HUMAN RESOURCES FINANCE PURCHASING & ASSET MGT FLEET SERVICE BUILDING MAINTENANCE TOTAL INTERNAL SERVICE MISC & PROJECTS CITY'S ASSISTANCE COURT - RESTRICTED FUNDS TOTAL MISC & PROJECTS TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES 11 (- ------ - -- ---- 2016 -2017 --------------- -------- 2017-2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 978,649 1,072,952 1,227,407 881,309 1,251,442 1,353,192 978,649 1,072,952 1,227,407 881,309 1,251,442 1,353,192 852,153 884,432 932,023 683,018 941,634 1,091,472 228,254 219,224 717,978 264,737 653,277 693,978 137,913 133,485 164,216 85,236 160,533 151,974 61,426 0 0 0 0 0 1,279,747 1,237,140 1,814,217 1,032,992 1,755,444 1,937,424 795,436 843,643 668,161 650,817 934,779 921,998 795,436 843,643 868,161 650,617 934,779 921,998 426,596 536,235 568,209 412,258 636,287 620,571 0 0 219,645 148,217 214,142 280,576 426,596 536,235 787,854 560,475 850,429 901,147 1,429,255 1,310,476 1,608,149 1,063,970 1,496,885 2,122,993 408,142 380,470 470,531 283,298 420,397 474,575 506,946 543,898 602,032 457,564 627,763 636,539 223,501 144,318 201,620 127,863 187,204 247,455 578,564 707,160 745,927 520,870 732,424 762,133 266,959 402,276 1,301,096 1,047,794 1,431,126 1,453,183 3,413,367 3,488,598 4,929,355 3,501,358 4,895,799 5,696,878 41,678 237,616 245,260 201,912 266,300 293,872 0 5,324 19,448 357 27,245 21,983 41,678 243,140 264,708 202,269 293,545 315,855 23,803,223 24,978,730 29,593,044 20,553,211 28,546,612 31,354,058 1,892,138 1,742,047 8,151 3,988,276 1,675,835 0 11 B -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Taxes 000 - 411100 Advalorem Tax - Current 9,373,266 10,400,371 11,203,881 11,073,815 11,116,496 11,726,025 000- 411200 Advalorem Tax - Delinquent 41,977 26,531 40,000 ( 10,542) 2,000 50,000 000- 411300 Advalorem Tax -P &I 47,635 50,099 45,000 45,039 50,000 50,000 000- 411500 Sales Tax Revenue -Gen Fund 6,872,306 7,261,388 7,385,419 5,459,257 7,479,000 7,711,085 000 - 411600 Bingo Tax 103 1 100 31 150 0 000 - 411700 Mixed Beverage Tax 43,553 43,072 46,000 32,079 44,000 44,000 TOTAL Taxes 16,378,841 17,761,462 18,720,400 16,599,680 16,693,646 19,561,110 Franchises 000 - 421200 Center Point /Entex Energy 75,256 66,405 74,000 54,350 74,000 67,793 000 - 421220 City Public Service 805,194 843,000 873,600 627,017 873,600 946,888 000 - 421240 Guadalupe Valley Elec Co -op 474,697 437,021 513,000 304,329 420,000 416,134 000 - 421250 New Braunfels Utilities 65,197 70,399 70,000 50,246 70,000 75,394 000- 421300 Time Warner -State Franchise 253,737 258,405 238,000 194,702 238,000 269,020 000- 421460 AT &T Franchise Fee 262,005 236,716 300,000 163,316 200,000 191,124 000 - 421480 Other Telecom Franchise - ROW 96,320 103,485 100,000 55,196 100,000 113,964 000 - 421500 Solid Waste Franchise Fee 127,987 136,360 136,000 94,787 141,744 148,948 TOTAL Franchises 2,160,595 2,151,791 2,306,600 1,543,942 2;117,344 2,229,264 Permits 000 - 431100 Home Occupation Permit 455 595 500 490 650 500 000 - 431205 Bldg Permit - Residential 622,847 441,467 483,000 468,918 538,990 573,156 000 - 431210 Bldg Permit- Commercial 100,950 150,272 170,000 595,837 805,776 200,000 000 - 431215 Bldg Permit- General 222,044 197,374 120,000 148,094 600,000 150,000 000 - 431300 Mobile Home Permit 375 275 300 225 400 300 000 - 431400 Signs Permit 9,194 6,001 7,000 3,930 7,000 6,000 000 - 431500 Food Establishmnt Permit 60,325 63,475 60,000 57,890 60,000 60,000 000- 431600 Garage Sale Permit 11,129 11,617 10,500 7,024 10,500 10,500 000 - 431700 Plumbing Permit 130,985 115,876 117,000 103,712 117,000 121,000 000 - 431750 Electrical Permit 65,895 59,080 58,800 53,320 65,000 61,000 000- 431800 Mechanical Permit 69,800 56,120 59,520 51,240 65,000 62,000 000- 431900 Solicitor /Peddler Permit 1,620 1,170 1,500 1,005 1,500 1,500 000 - 431950 Animal /Pet Permit 1,425 1,015 1,500 215 1,000 1,000 000 - 432000 Cert of Occupancy Prmt 7,100 6,800 7,000 5,250 7,000 7,000 000- 432100 Security Alarm Permit 36,879 40,047 35,000 30,596 36,212 36,000 000- 432300 Grading /Clearing Permit 5,025 7,887 4,000 5,900 8,000 7,000 000 - 432400 Development Permit 0 0 81,680 14,456 81,880 81,000 000 - 435000 Fire Permit 20,953 19,320 15,000 21,525 26,000 25,000 TOTAL Permits 1,369,000 1,178,391 1,232,500 1,569,626 2,431,908 1,402,956 Licenses 000 - 441000 Alcohol Beverage License 6,365 7,505 8,000 6,110 7,500 8,000 000 - 441300 Mobile Home License 160 160 160 160 160 160 000 - 442000 Contractors License 68,790 44,410 40,000 42,450 55,000 40,000 000 - 444000 Pet License 3,499 3,582 3,000 2,535 3,200 3,000 TOTAL Licenses 78,B14 55,657 51,160 51,255 65,660 51,160 Fees 12 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2016 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 000 - 451000 Municipal Court Fines 1,096,756 989,430 884,000 607,064 637,341 682,252 000 - 451100 Arrest Fee 44,502 36,256 28,053 21,346 28,985 21,714 000- 451110 Expunction Fee 90 90 60 90 180 120 000- 451200 Warrant Fees 125,725 124,364 130,000 83,764 124,000 124,000 000 - 451210 Court - Claims & Judgements 169 72 0 ( 461) 0 0 000 - 451340 Judicial Fee -City 5,941 4,938 3,796 2,956 4,045 3,152 000- 451400 Traffic Fine Costs TTL 22,534 17,435 13,492 10,143 13,850 10,265 000 - 451510 Juvenile Case Mgmt Fee 49,522 41,136 31,616 24,669 33,744 26,352 000 - 451520 Truancy Fees 8,676 7,278 5,342 4,336 5,871 4,464 000 - 451600 Technology Fund Fee 37,028 32,507 22,932 19,841 27,245 21,983 000 - 451700 Security Fee 30,032 25,057 19,448 14,880 20,437 15,817 000 - 451800 Time Payment Fee -City 6,024 5,219 5,616 5,001 7,454 9,689 000 - 451850 State Fines 10% Service Fee 60,449 50,201 40,838 29,226 60,000 20,486 000 - 451900 DPS Payment -Local 9,439 9,253 47,665 6,198 9,071 8,629 000 - 452000 Child Safety Fee 23,127 13,637 13,522 2,913 4,010 3,810 000 - 452100 Platting Fees 59,500 60,500 57,000 52,500 57,000 62,000 000 - 452200 Site Plan Fee 23,500 40,150 30,000 24,500 30,000 43,500 000 - 452300 Plan Check Fee 471,408 391,659 432,000 602,583 884,216 463,261 000 - 452310 Misc Review Fee 300 300 600 0 0 0 000- 452320 Tree Mitigation Admin Fee 34,163 22,463 12,000 10,353 20,000 20,000 000 - 452400 BOA /Variance Fees 6,500 3,500 2,000 2,611 3,000 5,000 000 - 452500 Food Handlers Permit 8,660 0 0 0 0 0 000- 452600 Specific Use /Zone Chng Fee 4,150 15,300 12,600 15,000 17,000 14,300 000- 452710 Zoning Ltr & Dev Rights 1,500 1,500 1,500 2,250 2,700 1,200 000- 453100 Reinspection Fees 40,684 95,650 45,000 84,125 98,000 90,000 000 - 453110 Swim Pool Inspection Fee 2,530 2,530 2,600 1,760 2,500 2,600 000- 453200 Lot Abatement 1,310 3,125 5,000 1,326 5,000 5,000 000 - 453211 Admin Fee- Inspections 8,400 15,600 6,600 10,800 16,000 10,400 000 - 453310 Misc Inspection Fees 150 100 150 0 0 0 000- 453710 Foster Care 1,100 1,100 1,000 900 1,200 1,000 000 - 454200 Pool Gate Admission Fee 25,422 21,734 24,750 9,020 24,750 24,000 000 - 454300 Seasonal Pool Pass Fee 5,932 5,280 4,900 5,144 6,200 5,000 000 - 456110 Senior Center Memberships 13,404 2,988 0 0 0 0 000 - 456120 Senior Center Meal Fee 5,906 1,265 0 401 2,000 0 000 - 456500 HAZ MAT Fees 0 2,941 6,000 400 1,500 5,000 000 - 456600 Fire Re- inspection Fee 1,050 1,100 1,000 900 1,200 1,000 000 - 458110 Sale of Mdse - GovDeals 15,561 40,069 20,000 25,905 40,000 40,000 000 - 458300 Sale of Property /Auction 5,109 2,194 4,000 0 3,000 3,000 000 - 458350 Gain on Sale of Fixed Assets 28,499 0 0 0 0 0 000 - 458400 Civic Center Rental Fees 170,685 184,531 175,000 147,129 170,000 200,000 000 - 456401 Capital Recovery Fee -Civic C 10,855 11,650 10,000 12,335 15,000 10,000 000 - 458450 North Center Rental Fees 19,527 22,631 18,500 18,413 20,000 18,500 000 - 458460 Senior Center Rental 25,642 22,012 0 8,100 14,000 15,000 000 - 458500 Community Center Rental Fees 27,962 36,529 25,000 23,336 28,000 25,000 000 - 458550 Pavilion Rental Fees 17,365 21,256 17,000 14,151 18,000 20,000 000- 458560 Chamber of Comm Rent 7,800 6,050 7,800 5,850 7,800 7,800 000 - 458570 Non - Resident SYSA League 0 11,870 0 0 0 10,000 000 - 458650 NonResident User Fee -BVYA 3,912 10,120 15,000 1,506 10,000 10,000 000- 458660 BVYA Utility Reimbursement 5,101 10,093 13,000 17,986 35,000 15,000 000- 458670 SYSA Utility Reimbursement 0 0 7,000 0 0 0 13 B-04-2017 12:49 PM 101 - GENERAL FUND REVENUES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2016 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG 000- 458675 Lions Futbol Utility Reimbrsm 13,352 9,704 14,052 5,660 14,000 10,000 000 - 458700 Vehicle Impoundment 7,330 10,246 8,000 7,330 9,760 10,000 000 - 459200 NSF Check Fee 75 75 250 50 100 250 000- 459300 Notary Fee 198 166 250 108 200 250 000 - 459400 Maps,Copies,UDC & Misc Fees 65 60 250 5 250 250 000 - 459600 Animal Adoption Fee 11,138 12,483 10,000 14,965 18,000 12,500 000- 459700 Pet Impoundment Fee 10,182 11,128 10,000 4,928 7,000 7,000 000 - 459800 Police Reports Fee 5,494 5,577 5,400 4,523 5,932 5,800 000 - 459990 Fire - False Alarm Fee 0 0 0 0 5,000 0 TOTAL Fees 2,623,852 2,474,121 2,251,582 1,969,020 2,769,541 2,126,546 Fines & Forfeitures 000 - 463000 Library Fines 30,616 25,739 28,000 17,607 22,500 20,000 TOTAL Fines & Forfeitures 30,616 25,739 28,000 17,607 22,500 20,000 Inter - Jurisdictional 000 - 473100 Bexar Cc - Fire 21,078 10,258 21,077 21,078 25,000 21,077 000- 473200 City of Seguin -Fire Contract 29,231 26,110 29,231 21,923 29,231 29,231 000 - 473300 Guadalupe Co- Library 211,954 211,954 212,000 162,864 217,152 218,000 000 - 473400 Randolph AFB- Animal Control 500 2,100 1,200 500 1,200 1,200 000 - 474200 Library Services - Cibolo 30,000 35,000 35,000 0 40,000 35,000 000 - 474210 Library Services -Selma 30,544 31,540 32,000 0 0 20,000 000 - 474400 Dispatch Service - Cibolo 160,000 160,026 166,000 120,000 166,000 166,000 000 - 474600 School Crossing Guard - Bexar C 38,801 37,488 38,500 30,943 40,000 38,000 000 - 474610 School Cross Guard - Guadalupe 38,120 39,340 38,000 28,562 38,623 38,000 000- 474620 School Crossing Guards - Coma 1,544 1,566 1,500 0 1,500 1,500 000 - 474700 School Officer Funding 168,333 184,167 255,000 127,500 255,000 255,000 000 - 474750 Crime Victim Liaison Agreemen 12,500 50,000 50,000 37,500 50,000 50,000 TOTAL Inter - Jurisdictional 742,604 791,549 879,508 550,869 663,706 873,008 Fund Transfers 000 - 480000 Indirect Costs -EMS 136,087 150,308 150,087 112,565 150,087 170,087 000 - 480100 Indirect Costs -Hotel /Motel 66,405 66,405 66,405 49,804 66,405 67,605 000 - 481000 Transfer In - Reserves 0 0 950,000 0 0 1,473,564 000 - 482200 Transfer In- Vehicle Replace 0 0 43,278 0 0 0 000 - 482300 Transfer In -Resry Child Safet 0 0 126,345 0 126,345 0 000- 485000 Interfund Charges - Drainage -5% 57,130 54,150 184,425 138,319 184,425 271,430 000- 486000 Interfund Chrges -Admin W &S 1,152,350 1,152,350 1,186,812 890,109 1,186,812 1,344,140 000 - 486402 Transfer from City Wide Projt 0 23 0 0 0 0 000 - 487000 Interfund Charges -Fleet 180,237 206,965 397,581 298,186 397,581 344,026 000 - 488000 Interfund Charges -4B 96,012 50,024 430,445 322,834 430,445 441,395 000 - 489000 Transfer In 116,000 0 107,367 0 107,367 107,367 000 - 489620 Contribution -SEDC 0 0 0 0 0 265,000 TOTAL Fund Transfers 1,804,221 1,680,224 3,642,745 1,811,816 2,649,467 4,484,614 Miscellaneous 000 - 491000 Interest Earned 586 767 800 712 1,000 1,500 000- 491200 Investment Income 31,609 74,650 60,000 87,057 110,000 150,000 000 - 491800 Gain /Loss ( 6,654) ( 27,798) 0 ( 6,338) 12,000 0 000 - 491900 Unrealized Gain /Loss- CapOne ( 1,194) 11,003 0 ( 11,434) 20,000 ( 30,000) 14 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ------- ---H - --- ---- 2017-2018 - --- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 000- 492100 Proceeds -Sale of Land 10,000 0 0 0 0 0 000 - 493120 Donations - Public Library 1,804 2,249 2,500 3,997 5,000 2,500 000 - 493400 Donations - Animal Control 463 211 10,000 13,287 21,000 15,000 000 - 493401 Donations -A /C Microchip 1,225 1,980 5,000 250 1,500 1,000 000- 493402 Donations- Spay &Neuter 10,503 13,654 15,000 810 2,000 1,000 000 - 493403 Donation -A.S Adoption Trailer 10,557 2,222 0 552 1,000 0 000- 493404 Donations -TNR Program 0 600 1,000 0 0 500 000 - 493460 Donations- Parks 500 0 4,000 13,741 14,000 0 000- 493465 Donations- Senior Center 9,467 9,644 0 8,067 10,500 0 000 - 493502 Donations -PD 500 5,300 0 5,234 5,500 0 000- 493503 Donation -Fire Rescue 0 0 0 21 100 0 000 - 493504 Donations -PD 100 Club 613 0 0 0 0 0 000- 493618 Donation - Veteran's Memorial 2,520 5,501 6,000 0 0 0 000 - 494481 LawEnforcemtOfficersStnd &Educ 3,878 3,851 3,900 3,679 4,200 3,650 000 - 494482 Grants - Police, Fire, Gen Fund 0 5,132 0 5,433 6,000 5,000 000 - 495100 Mobile Stage Rental Fees 1,550 2,100 0 1,550 2,100 0 000 - 497000 Misc Income -Gen Fund 37,222 55,367 40,000 17,388 25,000 30,000 000 - 497005 Schertz Magazine Advertising 274,555 196,500 190,000 145,525 200,000 195,000 000 - 497100 Misc Income - Police 6,965 18,494 7,500 16,678 18,500 18,500 000 - 497150 Misc Income -Fire Department 0 0 0 1,750 2,000 0 000 - 497200 Misc Income- Library 5,928 4,950 5,000 3,662 4,500 5,000 000 - 497210 Misc Income - Library Copier 19,246 20,194 19,500 13,253 16,500 18,000 000 - 497300 Misc Income - Animal Control 10 400 0 390 550 0 000 - 497400 Misc Income - Streets Dept 22,798 44,730 30,000 47,596 60,000 60,000 000 - 497500 Misc Income -TML Ins. Claims 0 4,088 5,000 9,252 10,000 10,000 000 - 497550 Misc Income -TML WC Reimbursmn 4,585 11,829 20,000 10,866 13,000 20,000 000 - 497600 Misc Income - Vending Mach 2,584 2,317 2,500 1,495 2,500 2,500 000 - 498000 Reimbursmnt -Gen Fund 18,535 44,867 35,000 19,485 23,000 35,000 000 - 498100 Reimburmnt Fire - Training 0 6,017 3,500 7 25 500 000 - 498105 Reimbursmt Police OT -DEA 8,044 5,637 0 5,764 6,000 5,000 000- 498107 Reimbrsmnt- Police OT- Events 10,500 3,500 0 0 0 0 000- 498110 Reimburmnt Fire -Emg Acti -OT 17,918 51,868 20,000 3,267 6,000 30,000 000 - 498150 Reimbursement - Library 0 0 2,500 4,673 5,000 5,750 TOTAL Miscellaneous 506,817 581,845 486,700 427,671 608,475 585,400 TOTAL REVENUES 25,695,360 26,720,777 29,601,195 24,541,486 30,222,447 31,354,058 im "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK Wl DEPARTMENT: 150 CITY COUNCIL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz City Council is made up of seven elected officials. City residents currently elect a Mayor and seven Council members at- large. A Mayor Pro - Tempore is appointed with a majority vote of the Council. Term dates for the Mayors Pro - Tempore shall be appointed for one year terms beginning and ending in February of each year. 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 W CITY COUNCIL PERFORMANCE INDICATORS Number of ordinances passed Number of resolutions passed 45 50 50 106 115 117 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Number of ordinances passed Number of resolutions passed 45 50 50 106 115 117 Meeting Attendance rate 94 96 96 2015 -16 2016 -17 2017 -18 Efficient Actual Estimate Budget Meeting Attendance rate 94 96 96 Number of Council Meetings 42 42 42 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Number of Council Meetings 42 42 42 Number of Items 26 25 25 2015 -16 2016 -17 2017 -18 Request for Information Actual Estimate Budget Number of Items 26 25 25 Number of Items 18 15 15 2015 -16 2016 -17 2017 -18 Agenda Items Requested Actual Estimate Budget Number of Items 18 15 15 Council on the Go Meetings 3 3 4 2015 -16 2016 -17 2017 -18 Council Initiatives Actual Estimate Budget Council on the Go Meetings 3 3 4 Personnel Supplies City Support Services Operations Support Staff Support Operating Equipment Total 18 $24,366 $32,132 $34,699 456 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Supplies City Support Services Operations Support Staff Support Operating Equipment Total 18 $24,366 $32,132 $34,699 456 1,220 1,050 67,018 55,000 41,393 222 500 500 15,029 28,760 29,510 0 723 0 $907,099 $118,335 $107,152 CITY COUNCIL PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget decreases 9.4% from FY 2016 -17 year end estimates due to lower expected election costs. M 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG CITY COUNCIL Personnel Services 150- 511110 Regular 16,777 16,139 21,336 17,771 21,336 22,809 150 - 511240 Allowances 5,193 6,492 8,513 4,779 8,513 9,424 150 - 511310 FICA - Employer 1,680 1,735 2,283 1,704 2,283 2,466 TOTAL Personnel Services 23,650 24,366 32,132 24,254 32,132 34,699 Supplies 150 - 521000 Operating Supplies 601 386 1,100 382 1,100 750 150- 521100 Office Supplies 42 69 200 8 120 300 TOTAL Supplies 643 456 1,300 390 1,220 1,050 City Support Services 150- 532600 City Elections 24,478 52,631 45,000 26,390 45,000 31,893 150 - 532800 Special Events 13,444 14,388 8,500 7,979 10,000 9,500 TOTAL City Support Services 37,923 67,018 53,500 34,369 55,000 41,393 Utility Services Operations Support 150- 534200 Printing & Binding 227 222 500 336 500 500 TOTAL Operations Support 227 222 500 336 500 500 Staff Support 150 - 535100 Uniforms 219 25 960 910 960 960 150- 535200 Awards 0 0 450 0 0 0 150 - 535300 Memberships 6,653 10,292 11,000 10,663 11,000 12,000 150- 535400 Publications 0 0 0 147 300 50 150- 535500 Training /Travel 5,398 4,712 16,500 8,365 16,500 16,500 TOTAL Staff Support 12,270 15,029 28,910 20,084 28,760 29,510 Professional Services Rental /Leasing Operating Equipment 150 - 571000 Furniture & Fixtures 0 0 640 723 723 0 TOTAL Operating Equipment 0 0 640 723 723 0 TOTAL CITY COUNCIL 74,712 107,091 116,982 80,156 118,335 107,152 20 DEPARTMENT: 151 CITY MANAGER FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The City Manager and his department advise the Council on policy and operational planning issues. This department assures that policies adopted by the Council are carried out efficiently, fairly, and effectively. It oversees and manages the daily affairs of the City, assesses the long -term capital and service delivery needs of the City, and prepares and administers the annual operating and capital budget. The City Manager serves as a focal point for the management of City staff. GOALS AND OBJECTIVES • Develop strategic plans and systems to meet the many diverse needs of the community. • Respond effectively and timely to City Council requests. • Develop effective programs to enhance business development and growth. • Develop management systems for efficient and effective use of resources • Recruit, retain and develop talented staff. • Evaluate, integrate, and utilize prudent technology to efficiently deliver municipal services to the community. ORGANIZATIONAL CHART `4 CITY MANAGER CITY MANAGER 2015 -16 2016 -17 2017 -18 City Manager 1 1 1 Executive Director 3 2 2 Assistant to the City Manager 0 1 1 Executive Assistant 2 1 1 1 TOTAL POSITIONS 61 5 1 5 ECONOMIC DEVELOPMENT 2015 -16 2016 -17 2017 -18 Executive Director 1 1 1 Economic Development Analyst 1 0 1 Economic Development Specialist 1 0 0 Business Retention Manager 0 1 1 Marketing and Recruitment Manager 0 1 0 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $807,431 $1,045,187 $1,088,445 Supplies 1,827 2,750 2,000 City Support Services 1,071 6,200 5,830 Utility Services 115 200 0 Operations Support 0 50 0 Staff Support 21,310 32,795 33,905 Total $831,754 $1,087,182 $1,130,180 • _►� A'J I L •►_ _►l AJ0fAJJV "JP The FY 2017 -18 Budget increase 4% from FY 2016 -17 year end projections due to increase in personnel costs from full year funding of the Economic Development Analyst position. This position is reimbursed by the Economic Development Corporation through the annual services agreement. `tea 8 -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES CITY MANAGER Personnel Services 151- 511110 Regular 151- 511120 Overtime 151 - 511180 LTD 151 - 511210 Longevity 151- 511220 Clothing Allowance 151- 511230 Certification Allowance 151 - 511240 Allowances 151 - 511310 FICA - Employer 151 - 511350 TMRS- Employer 151 - 511355 ICMA Contributions - Employer 151- 511410 Health - Employer 151- 511500 Workers' Compensation TOTAL Personnel Services Supplies 151 - 521100 Office Supplies 151- 521300 Motor Veh. Supplies TOTAL Supplies City Support Services 151- 532800 Special Events TOTAL City Support Services Utility Services 151 - 533500 Vehicle Fuel TOTAL Utility Services Operations Support 151 - 534200 Printing & Binding TOTAL Operations Support Staff Support 151- 535100 Uniforms 151 - 535200 Employee Recognition 151- 535300 Memberships 151- 535400 Publications 151- 535500 Training /Travel 151 - 535510 Meeting Expenses 151 - 535600 Professional Certification TOTAL Staff Support C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 t----- --- - - - - -- 2016 -2017 ------ --- -- ---- ?t-- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 609,045 584,767 785,952 548,655 755,466 791,738 2,125 0 492 0 0 485 2,020 1,906 2,436 1,852 2,286 2,454 8,663 12,140 6,170 6,140 7,000 7,300 0 300 307 240 314 312 900 2,804 2,634 2,215 2,906 2,880 28,800 19,662 14,170 11,077 14,533 13,968 44,270 42,126 60,668 38,614 59,151 61,384 107,254 102,430 129,694 97,262 123,832 130,741 10,000 10,000 10,000 10,000 13,000 10,000 32,094 30,261 61,958 47,277 64,699 65,665 746 1,036 1,464 1,233 2,000 1,518 845,917 807,431 1,076,365 764,566 1,045,187 1,088,445 2,916 1,809 2,750 1,295 2,750 2,000 0 18 0 0 0 0 2,916 1,827 2,750 1,295 2,750 2,000 2,535 1,071 7,535 4,990 6,200 5,830 2,535 1,071 7,535 4,990 6,200 5,830 0 115 0 118 200 0 0 115 0 118 200 0 0 0 0 24 50 0 0 0 0 24 50 0 858 457 375 0 375 375 4,239 2,120 5,000 1,241 5,000 5,000 3,347 3,862 12,100 2,855 12,100 12,260 810 589 1,020 382 1,020 1,020 13,552 8,604 11,750 7,004 9,000 10,000 4,612 5,679 5,250 3,540 5,000 5,250 0 0 250 172 300 0 27,417 21,310 35,745 15,195 32,795 33,905 23 8-04-2017 12:49 PM 101-GENERAL FUND GENERAL GOVERNMENT EXPENDITURES C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 ( -------------- 2016-2017 2014-2015 2015-2016 CURRENT Y-T-D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )( -------- 2017-2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMN[ENDED BURG Professional Services Rental/Leasing Operating Equipment 151-571000 Furniture & Fixtures 725 0 0 0 0 0 TOTAL Operating Equipment 725 0 0 0 0 0 Capital Outlay TOTAL CITY MANAGER 879,510 831,754 1,122,395 786,188 1t087,182 1,130,180 24 DEPARTMENT: 152 MUNICIPAL COURT FUND: 101 GENERAL FUND Municipal Court represents the judicial branch of the City's government; the Mayor and City Council serve as the executive and legislative branches. Municipal Court has jurisdiction over all Class C misdemeanors and City ordinances. The staff of Municipal Court has various functions and responsibilities. The judge presides over all trials (jury and non -jury) and other court proceedings such as arraignments and show cause hearings. The judge also has magistrate duties (signing arrest warrants and juvenile warnings as well as visiting arrested individuals at the jail). The judge issues processes such as subpoenas, summons, and warrants and completes other administrative duties for the court functions and staff. The court clerks are the administrative arm of the Municipal Court. The clerks are responsible for seeing that all of the court's papers are accurate, orderly, and complete. The clerk's primary responsibilities include processing citations, summons, complaints, warrants, past due letters, and show cause hearing letters. The clerks maintain the court's docket and coordinate case scheduling. The clerks directly interact with the public, providing all services needed including explaining to defendants the court procedures and their options. Clerks also receive payments, summon potential jurors, and ensure juror payment. Assist the judge with open records requirements, report convictions, Drivers Safety Course and alcohol violations to the Texas Department of Public Safety, assist the Marshal Officer's with warrants, and complete all required accounting reports. The prosecutor's duties include preparing and presenting the State's case at all municipal court trials, preparing and drafting complaints, arranging for the appearance of State's witnesses and requesting dismissal of cases under the appropriate circumstances. GOALS AND OBJECTIVES • Promote respect for the administration of justice through improvements in the Court's customer service and the physical attributes of the Municipal Court building. 25 MUNICIPAL COURT • Implement the use of new technology and other innovative practices to maintain efficient and security. • 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 work station for clerks and defendants. • Establish an education program for young adults to understand the effects of how making the wrong choice or decision can affect their lives. ORGANIZATIONAL CHART MUNICIPAL COURT 2015 -16 2016 -17 2017 -18 Court Administrator 1 1 1 Senior Deputy Court Clerk /Juvenile Case Manager 1 1 1 Deputy Court Clerk 4 4 3 TOTAL POSITIONS 1 61 61 5 26 MUNICIPAL COURT �. �. Traffic Citations Filed 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Traffic Citations Filed 7,761 5,440 3,119 State Law Citations Filed 2,076 1,552 1,028 Municipal Ordinances Filed 362 243 124 Cases Disposed 5,581 4,696 3,811 Charges Processed per Clerk 1,395 1,174 952 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Budget Cases Disposed 5,581 4,696 3,811 Charges Processed per Clerk 1,395 1,174 952 Cases Disposed per Clerk 24% 25% 24% 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Cases Disposed per Clerk 24% 25% 24% Personnel Supplies 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Supplies $278,966 $285,766 $288,987 Supplies 1,567 2,000 2,000 City Support Services 0 800 1,000 Operations Support 3,125 3,250 3,250 Staff Support 5,586 7,800 8,510 Court Support 192 700 700 Professional Services 46,291 67,500 67,960 Maintenance Services 1,800 2,300 3,000 Operating Equipment 3,835 100 0 Total $341,361 $370,216 $375,407 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget increases 1.4% from FY 2016 -17 year end projections due to increases in personnel costs related to merit and health insurance changes. `1W B-04-2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES 2014 -2015 ACTUAL MUNICIPAL COURT Personnel Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 - 2015 -2016 CURRENT Y -T -D ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017 -2018 -- -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 152 - 511110 Regular 187,472 193,991 195,287 135,445 190,172 194,057 152 - 511120 Overtime 0 152 0 70 0 0 152 - 511180 LTD 594 618 605 463 596 602 152 - 511210 Longevity 4,741 5,401 6,186 6,356 7,500 7,043 152- 511230 Certification Allowance 635 1,166 2,362 923 1,211 2,328 152 - 511310 FICA - Employer 14,028 14,681 15,586 10,443 15,752 15,546 152 - 511350 TMRS- Employer 31,340 32,453 32,628 24,049 32,977 32,545 152 - 511410 Health- Employer 30,584 30,171 34,421 26,866 37,242 36,481 152- 511500 Workers' Compensation 271 335 380 316 316 385 TOTAL Personnel Services 269,664 278,966 287,455 204,931 285,766 288,987 Supplies 152 - 521100 Office Supplies 1,122 1,567 2,000 722 2,000 2,000 TOTAL Supplies 1,122 1,567 2,000 722 2,000 2,000 City Support Services 152 - 532800 Special Events 0 0 1,000 38 800 1,000 TOTAL City Support Services 0 0 1,000 38 800 1,000 Utility Services Operations Support 152 - 534200 Printing & Binding 2,529 3,125 3,250 0 3,250 3,250 TOTAL Operations Support 2,529 3,125 3,250 0 3,250 3,250 Staff Support 152 - 535100 Uniforms 452 454 500 0 500 700 152 - 535300 Memberships 620 200 810 22 800 810 152 - 535400 Publications 136 76 500 0 500 500 152- 535500 Training /Travel 975 2,833 3,500 1,483 3,000 3,500 152- 535500.Training /Travel - Juv Case Mg 0 106 0 213 1,000 1,000 152 - 535510 Meeting Expenses 1,600 1,916 2,000 1,039 2,000 2,000 TOTAL Staff Support 3,783 5,586 7,310 2,757 7,800 8,510 Court Support 152- 536500 Court /Jury Cost 210 192 520 186 700 700 TOTAL Court Support 210 192 520 186 700 700 28 o-04-2017 1e.4e my mz+GENERALFUND oEmEno^ oo"Eomummc orsExmzTnREo ozcz or onoEaT, rouevaoo Bnoonz WORKSHEET AS ur. anmE xorH' uoo ( ------- cozs-uozr 2014-2015 oozy-ooz« CURRENT r-T-u ACTUAL ACTUAL BUDGET ACTUAL PAGE: ----------)+------- 2017-2018 --- PROJECTED ozrr ^omzm. ^ooer YEAR END RECOMMENDED BUDG Professional Services 152-541310 a=^o"" Services oo'om 21'344 34'000 o'roo 34'000 o*.oun 152-541320 Prosecutor o"=vi== 24'675 co'om xs'000 22'950 az'000 33,000 152-541330 z"te=e=°t== ae=vi""= 260 85 --___-380� -__--_190 Soo� 960 rocuL Professional Services *s'ueu *6'2e1 or'»oo 40'8*0 vr'soo 67,960 Maintenance Services 152-551400 *i""= & Other Eenip, m=int. u u u su 100 o 152-551800 Other Maintenance ue=e===t" 1,900 1,800 2,000 1,870 2,200 3,000� TOTAL Maintenance Services z'suo z'eoo o'000 1'920 2,300 o'oou Rental/Leasing Operating Equipment zsu-s,zvvo Furniture & Fixtures 281 3^835 0 39 100 0 TOTAL Operating Equipment xnz 3.835 o sy 100 o Capital Outlay TOTAL ^UmzozruL oonnr 324'771 341'361 370'915 251'433 370'216 srs'^or 29 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 911 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 Public Affairs Office 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 31 CUSTOMER RELATIONS /311 ZYA TZTJ CUSTOMER RELATIONS /311 2015 -16 2016 -17 2017 -18 Customer Relations /311 Rep 2 2 2 Customer Relations /311 Re PT 1 1 1 TOTAL POSITIONS 3 3 3 Work Orders (initiated for other depts.) Calls Received Calls Not Answered Average Calls Per Day Received 451 2015 -16 2016 -17 1 2017 -18 Workload /Output Actual Estimate I Budget Work Orders (initiated for other depts.) Calls Received Calls Not Answered Average Calls Per Day Received 451 500 550 53,624 56,000 61,600 3,311 1,000 1,000 212 210 215 I 2015 -16 2016 -17 1 2017 -18 Budget Actual Estimate I Budget Personnel $108,940 $119,637 $115,904 Supplies 176 100 150 Staff Support 349 554 815 Operating Equipment 0 0 600 Total $109,465 $920,299 $117,469 32 CUSTOMER RELATIONS/311 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017-18 Budget will decrease 2.8% from FY 2016-17 year end projections. There will be no change in operations. 33 8 -04-2017 12:49 PM 101-GENERAL FUND GENERAL GOVERNMENT EXPENDITURES CUSTOMER RELATIONS-311 Personnel Services 153-511110 Regular 153-511120 Overtime 153-511180 LTD 153-511210 Longevity 153-511310 FICA - Employer 153-511350 TMRS-Employer 153-511410 Health-Employer 153-511500 Workers' Compensation TOTAL Personnel Services Supplies 153-521100 Office Supplies TOTAL Supplies Staff Support 153-535100 Uniforms 153-535300 Memberships 153-535500 Training/Travel TOTAL Staff Support Operating Equipment 153-571000 Furniture & Fixtures TOTAL Operating Equipment TOTAL CUSTOMER RELATIONS-311 C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 -------------- 2016-2017 - --- ----------- ?t-- - - - - -- 2017-2018 ---- 2014-2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 77,618 79,625 80,992 61,872 85,070 82,041 253 0 246 11 246 243 211 218 207 173 230 210 2,753 3,029 3,497 3,497 3,600 3,785 6,187 6,276 6,478 4,968 7,503 6,576 13,046 13,387 13,561 10,985 15,208 13,766 6,431 6,260 8,605 5,819 7,595 9,120 113 144 158 131 185 163 106,612 108,940 113,744 87,457 119,637 115,904 200 176 104 40 100 150 200 176 104 40 100 150 95 145 100 99 149 165 0 71 96 71 130 0 389 133 325 0 275 650 485 349 521 170 554 815 0 0 0 0 0 600 0 0 0 0 0 600 107,296 109,464 114,369 87,667 120,291 117,469 34 DEPARTMENT: PLANNING & COMMUNITY DEVELOPMENT DIVISION: 154 PLANNING & ZONING FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The purpose of the Planning & Zoning Division is to ensure planned and purposeful development within the City limits and the Extraterritorial Jurisdiction. The Division provides guidance to help citizens, businesses and developers achieve successful development. Division responsibilities include review and processing of annexations, zone changes, specific use permits, development plans and plats for consistency with the Comprehensive Land Plan and development regulations. Staff works with other governmental agencies to coordinate development projects and promote regional planning. The Division provides staff support and recommendations to the City Council, Planning and Zoning Commission, Board of Adjustment, and the Capital Improvements Advisory Committee. GOALS AND OBJECTIVES • Review and update the Comprehensive Land Plan for the City, to include the central area of Schertz, which promotes all aspects of our vision to ensure that Schertz is the best place to live. • Continue to implement the Joint Land Use Study Strategies to ensure the compatibility of land uses and development surrounding Randolph AFB. • Continue to implement the Comprehensive Land Plan (including Schertz Sector Plans) to support the future vision of the community through Unified Development Code amendments, zoning and long range plan development. • Continue to update the Planning website and development manual to provide improved customer service by updating forms, flowcharts and providing information on the division webpage for public hearings. • Continue to review and revise the Unified Development Code to further the City's Policy Values and support the City's Strategic Plan. • Promote staff development including continued education and cross training to provide outstanding customer service. • Scan and convert old project case files into a digital media to improve access and availability. 35 PLANNING & ZONING ACCOMPLISHMENTS • Received the 2016 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 Staff for the third year in a row. • Started implementing the Joint Land Use Study (JLUS) by creating a process to transmit new planning applications to Joint Base San Antonio (JBSA) for their review and comment. • Annexed approximately 63 acres in preparation for development of a new wastewater treatment facility. • Attended various continuing education classes including National APA Conference, Texas APA State Conference, Certified Floodplain Manager training, and ESRI User Conference. • Lead and participated in the Process Improvement Team to improve customer service and operations by creating and revising current development processes, practices and applications. • Maintained partnerships with developers and land owners to create and update Planned Development Districts that contain a mix of residential and commercial land uses. • City initiated rezone of 10 residential lots on Covers Cove to a Planned Development District to bring the existing residential development into compliance with the UDC. • Amended the Future Land Use Plan for Northern Schertz to change the land use designations to reflect existing development along Old Wiederstein Road and the Northern portion of 1 -35 frontage. • Updated Unified Development Code Article 1 General Provisions, Article 3 Boards, Commissions and Committees; Article 4.15 Public infrastructure Improvement Constructions Plans and Community Facilities Agreements; and Article 10.4 Schedule of Off - Street Parking Requirements. • Updated the department applications and checklists for Annexations, Variances, and Utility Approval and created a Zoning Verification Request form to improve ease of application submittal. • Created a digital plans approval system to maintain digital file integrity and provide a convenient way to return approved plans to the applicant. 36 PLANNING & ZONING PLANNING AND ZONING 2015 -16 2016 -17 2017 -18 Senior Planner 1 1 1 Planner 1 2 2 2 TOTAL POSITIONS 3 3 3 �. �. Plats 2015 -16 2016 -17 2017 -18 Workload /Output Actual Estimate Budget Plats 39 39 39 Site Plans and Master Plan 27 27 29 Variances 9 6 6 Zone Changes and Specific Use Permits 13 11 10 UDC/ Comp. Plan Revisions 1 3 2 Annexation 2 1 2 All Plats Site Plan, Master Plan Variance Zone Change, Specific Use Permit Other (Zoning Letters and Additional Admin fees) Total Revenue 37 $60,500 40,150 3,500 15,300 1,500 $117,800 $57,000 30,000 3,000 17,000 2,250 $109,250 $62,000 43,500 5,000 14,300 1,200 $126,000 PLANNING & ZONING Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $145,346 $195,167 $202,011 Supplies 2,568 3,060 3,300 City Support Service 295 0 0 Operations Support 264 150 150 Staff Support 9,685 24,299 25,490 Professional Services 39 150 100 Operating Equipment 130 0 250 Total $158,327 $222,826 $231,301 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget increase 3.8% from FY 2016 -17 year end projections due to personnel related cost increases related to the merit program and health insurance. 38 B -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES 2014 -2015 ACTUAL PLANNING & ZONING Personnel Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (---- --- - ------ 2016-2017 2015 -2016 CURRENT Y -T -D ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017-2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END .RECOMMENDED BUDG 154- 511110 Regular 94,023 102,395 130,460 98,887 129,635 139,180 154 - 511120 Overtime 2,556 2,373 4,920 2,206 4,920 4,171 154- 511180 LTD 293 314 404 322 40B 431 154 - 511210 Longevity 1,152 1,404 510 510 700 870 154- 511230 Certification Allowance 0 900 886 692 900 873 154 - 511310 FICA - Employer 7,527 7,937 10,463 7,398 12,200 11,098 154 - 511350 TMRS- Employer 15,B47 17,149 21,903 17,020 22,500 23,233 154 - 511410 Health - Employer 12,006 12,709 20,653 17,343 23,604 21,886 154- 511500 Workers' Compensation 149 165 246 204 300 267 TOTAL Personnel Services 133,552 145,346 190,445 144,564 195,167 202,011 Supplies 154 - 521000 Operating Supplies 0 283 1,210 323 1,210 1,450 154 - 521100 Office Supplies 3,721 2,285 1,500 372 1,500 1,500 154 - 521600 Equip Maint Supplies 0 0 350 0 350 350 TOTAL Supplies 3,721 2,568 3,060 695 3,060 3,300 City Support Services 154- 532400 Computer Fees & Licenses 0 295 0 0 0 0 TOTAL City Support Services 0 295 0 0 0 0 Utility Services Operations Support 154- 534200 Printing & Binding 99 264 150 70 150 150 TOTAL Operations Support 99 264 150 70 150 150 Staff Support 154- 535100 Uniforms 421 497 750 210 750 750 154 - 535300 Memberships 492 823 2,115 855 2,115 2,290 154- 535400 Publications 316 128 750 0 750 750 154 - 535500 Training /Travel Staff 9,130 5,238 13,684 8,047 13,684 14,700 154- 535500.Training /Travel Commission 4,344 2,625 6,000 0 6,000 6,000 154- 535510 Meeting Expenses 178 374 1,000 462 1,000 1,000 TOTAL Staff Support 14,881 9,685 24,299 9,574 24,299 25,490 Professional Services 154- 541500 State /County Admin Fees 77 39 170 100 150 100 TOTAL Professional Services 77 39 170 100 150 100 39 8-04-2017 12:49 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES -------------- 2016-2017 --------------- -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG Rental/Leasing Operating Equipment 154-571000 Furniture & Fixtures 486 130 0 0 0 250 TOTAL Operating Equipment 486 130 0 0 0 250 Capital Outlay --- - - - - - TOTAL PLANNING & ZONING 152,815 158,327 218,124 155,023 222,826 231,301 40 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. CS LEGAL SERVICES ORGANIZATIONAL CHART Operations Support $5,432 $5,000 $5,000 Professional Services 124,931 148,000 155,000 Total $130,364 $153,000 $160,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 4.6% from FY 2016 -17 year end projections with the potential of additional legal matters. EN 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Operations Support $5,432 $5,000 $5,000 Professional Services 124,931 148,000 155,000 Total $130,364 $153,000 $160,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 4.6% from FY 2016 -17 year end projections with the potential of additional legal matters. EN B-04-2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG LEGAL SERVICES Operations Support 155- 534100 Advertising /Legal Notices 7,482 5,432 10,000 1,423 5,000 5,000 TOTAL Operations Support 7,482 5,432 10,000 1,423 5,000 5,000 Professional Services 155 - 541200 Legal Svcs 183,078 124,931 230,000 69,925 148,000 155,000 TOTAL Professional Services 183,078 124,931 230,000 69,925 148,000 155,000 TOTAL LEGAL SERVICES 190,560 130,364 240,000 71,347 153,000 160,000 43 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 44 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. 45 CITY SECRETARY • 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 2015 -16 2016 -17 2017 -18 City Secretary 1 1 1 Deputy City Secretary 1 1 1 TOTAL POSITIONS 2 2 2 PERFORMANCE INDICATORS Ordinances Passed and Processed 2015 -16 2016 -17 2017 -18 Workload Actual Estimated Budget Ordinances Passed and Processed 45 50 50 Resolutions Passed and Processed 106 115 117 Council Meetings Attended 42 42 42 Open Records 310 315 320 Ordinances & Resolutions Executed within 72 hours of Council Meeting 2015 -16 2016 -17 2017 -18 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 95% 95% 96% 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 65% 67% 67% 46 CITY SECRETARY Volunteer Fair 1 1 1 Student Mayor /Councilmember for the Day Program 3 3 4 2015 -16 2016 -17 2017 -18 Education Initiatives Actual Estimated Budget Volunteer Fair 1 1 1 Student Mayor /Councilmember for the Day Program 3 3 4 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimated Budget Personnel $173,573 $184,875 $177,703 Supplies 372 1,350 1,050 City Support Services 9,971 12,500 8,500 Operations Support 43 0 100 Staff Support 4,741 5,425 6,650 Total $188,700 $204,150 $194,003 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will decrease 5.0% from FY 2016 -18 due to lower anticipated expenses in records management. E, VA 8 -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 i-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ----- -----H - -- --- -- 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG CITY SECRETARY Personnel Services 164- 511110 Regular 123,700 128,597 128,496 96,057 131,783 129,195 164- 511180 LTD 386 401 398 319 398 401 164 - 511210 Longevity 1,352 1,604 1,925 1,925 2,500 2,189 164- 511230 Certification Allowance 0 0 0 0 500 0 164- 511310 FICA - Employer 9,284 9,352 9,975 7,051 10,978 10,046 164 - 511350 TMRS- Employer 20,338 21,039 20,882 16,458 23,003 21,031 164- 511410 Health - Employer 12,297 12,366 13,768 11,836 15,413 14,592 164 - 511500 Workers' Compensation 182 214 243 202 300 249 TOTAL Personnel Services 167,540 173,573 175,687 133,648 184,875 177,703 Supplies 164 - 521100 Office Supplies 1,213 372 1,350 1,203 1,350 1,050 TOTAL Supplies 1,213 372 1,350 1,203 1,350 1,050 City Support Services 164 - 532700 Records Management 2,753 9,971 12,500 4,975 12,500 8,500 TOTAL City Support Services 2,753 9,971 12,500 4,975 12,500 8,500 Utility Services Operations Support 164 - 534200 Printing 6 Binding 0 43 0 0 0 100 TOTAL Operations Support 0 43 0 0 0 100 Staff Support 164 - 535100 Uniforms 0 0 0 0 0 100 164- 535300 Memberships 601 759 975 607 925 1,000 164 - 535400 Publications 175 95 250 297 500 550 164- 535500 Training /Travel 3,279 3,888 5,000 1,891 4,000 5,000 TOTAL Staff Support 4,054 4,741 6,225 2,795 5,425 6,650 Professional Services Maintenance Services Operating Equipment Capital Outlay TOTAL CITY SECRETARY 175,560 188,700 195,762 142,820 204,150 194,003 48 DEPARTMENT: • NON-DEPARTMENTAL 101 GENERAL DEPARTMENT DESCRIPTION This department accounts for expenses and payments that are not specific to an individual function /department. Items in this department include audit cost, city insurance, appraisal district contracts, and emergency medical services. City Support Services 2015 -16 2016 -17 2017 -18 Budget Actual Estimated Budget City Support Services $329,414 $553,652 $792,950 Operations Support 145,726 149,500 154,500 Staff Support 10,165 320 320 City Assistance 1,661,887 1,722,245 1,741,562 Professional Services 63,778 80,400 44,635 Fund Charges /Transfers 99,674 61,700 75,550 Operating Equipment 1,874 0 0 Total $2,312,517 $2,567,817 $2,809,517 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 9.4% from FY 2016 -17 year end projections by increasing City Support Services to set contingencies to the starting value of $207,098. 49 B -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES NONDEPARTMENTAL Supplies City Support Services 167- 532200 County Appraisal District 167 - 532210 Tax Assessor /Collector -Sevic 167- 532350 Software Maintenance 167- 532500 City Insurance - Commercial 167- 532900 Contingencies 167 - 532901 Contingencies - Personnel TOTAL City Support Services Utility Services Operations Support 167 - 534000 Postage 167- 534300 Equipment Maint - Copiers 167 - 534500 Memberships - Organizations 167 - 534810 Electronic Filing Services TOTAL Operations Support C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- -- - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 163,167 1 174,041 1 191,000 1 155,054 1 194,852 1 194,852 Staff Support 167- 535500 Training /Travel 80 9,915 200 166 320 320 167 - 535510 Meeting Expenses 0 250 0 0 0 0 TOTAL Staff Support 80 10,165 200 166 320 320 City Assistance 167 - 537100 Medical Services -EMS Contract 465,688 479,641 504,083 378,063 515,000 556,325 167- 537450 Tax Reimbursements /Abatements 715,939 1,182,246 1,228,074 1,207,245 1,207,245 1,185,237 TOTAL City Assistance 1,181,627 1,661,887 1,732,157 1,5B5,308 1,722,245 1,741,562 Professional Services 167- 541300 Other Consl /Prof Services 56,590 5,375 8,000 8,155 10,200 0 167- 541400 Auditor /Accounting Service 8,300 15,000 15,000 18,000 24,000 0 167- 541500 State /County Admin Fees 50 35 35 35 100 35 167 - 541600 Misc Bank Charges 631 424 600 434 600 600 167- 541650 Investment Management Fee 3,365 3,382 3,500 2,260 3,500 0 167 - 541800 Credit Card Service Fee 38,455 39,562 44,000 30,503 42,000 44,000 TOTAL Professional Services 107,391 63,778 71,135 59,388 80,400 44,635 Kli Kli 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Fund Charges /Transfers 167 - 548000 Transfer Out 519,800 167 - 548106 Transfer Out- Special Events 29,381 167 - 548615 Transfer Out - Hist. Committe 0 TOTAL Fund Charges /Transfers 549,181 Maintenance Services Operating Equipment 60,000 950,000 0 0 0 39,674 61,700 0 61,700 64,800 0 0 0 0 10,750 99,674 1,011,700 0 61,700 75,550 167 - 571000 Furniture & Fixtures 27,472 0 0 0 0 0 167 - 571500 Operating Equipment 0 1,874 0 0 0 0 TOTAL Operating Equipment 27,472 1,874 0 0 0 0 Capital Outlay TOTAL NONDEPARTMENTAL 2,348,650 2,312,517 3,615,552 2,024,724 2,567,817 2,809,517 51 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 52 . , PUBLIC 101 GENERAL DEPARTMENT DESCRIPTION The Public Affairs Department serves an internal audience of 350 employees, elected and appointed officials, as well as an estimated city population of 37,938. 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. Operations of the Civic Center, City events, 311 Customer Care, Records Management, and the production of Schertz Magazine 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 promote City activities /events /festivals throughout the region. • To disseminate accurate and timely information to residents and the media during emergency and non - emergency situations. • To provide excellent customer service to all callers while providing accurate information. • To efficiently and effectively manage City records. • To provide superior rental facilities, exceptional value and excellent customer service for our customers. 53 PUBLIC AFFAIRS PUBLIC AFFAIRS 2015 -16 2016 -17 2017 -18 Public Affairs Director 1 1 1 Office Manager 1 1 1 Events Specialist 1 1 1 1 1 Events Manager 1 1 1 1 1 TOTAL POSITIONS 41 4 4 PERFORMANCE INDICATORS Press Release City Sponsored Events(Internal /External) Marketing Materials Produced Website Postings(internal /external) 36 2015 -16 2016 -17 2017 -18 Workload/Output Measures Actual Estimate Budget Press Release City Sponsored Events(Internal /External) Marketing Materials Produced Website Postings(internal /external) 36 40 40 13/9 11/10 12/9 105 215 225 105/55 144/91 150/100 Average cost per Advertising Run outside of the magazine Average Amount of Dollars Raised for Events, per FTE 54 $585.00 $585.00 $585.00 ::: $3,885 00 2015 -16 1 2016 -17 1 2017 -18 Efficiency I Actual I Estimate I Budget Average cost per Advertising Run outside of the magazine Average Amount of Dollars Raised for Events, per FTE 54 $585.00 $585.00 $585.00 ::: $3,885 00 PUBLIC AFFAIRS Non - Magazine Advertisements 8 6 6 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Non - Magazine Advertisements 8 6 6 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $265,910 $272,165 $283,164 Supplies 1,942 2,150 2,000 Operations Support 19,618 20,475 29,450 Staff Support 3,649 4,250 3,730 Professional Services 0 25,000 0 Operating Equipment 3,379 1,000 0 Total $294,498 $325,040 $318,344 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will decrease 2.0% from the FY 2016 -17 year end estimates. FY 2016 -17 saw an additional $25,000 in its operating budget to conduct the citizen survey. With the survey completed the annual budget will be reduced to normal operating levels. Im o-04-2017 zz.*e m* 101-aEmEaAL FUND GENERAL GOVERNMENT EXPENDITURES czr, 0 acH E Rr^ PROPOSED onnaEr WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: -------------- u016-20o --------------- >/ -------- uo17-2ma---- 2014-2015 oozs-xozo nvaoEmz r-r-o PROJECTED ozzr ADMIN. rmoor ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG PU13LIcAFFAIo Personnel Services 170-511110 a°oul== 180,745 195'495 195,597 146'051 1e6,28e uos.rre 170-511120 overtime u so rxo 528 850 ruo 170-5111oo LTD 548 szs ous ^no soa ssx 170-:11e10 Longevity 2'856 3'362 3'964 s'm^ s's^^ ^.^eu on-soszo rzcA - Employer 13.911 zs'opx 15,318 11'370 15.394 15.978 zro-,zzs,u T1,1Ra-Employer 29,636 32.212 xu'oso 25'312 32'227 33.449 170-511410 Health-Employer 18'5o1 1e'25o oz'sm 17.110 22,354 oo'vzo 170-511500 Workers' Compensation 300 336 _-----�374 311` 500 _____-395i TOTAL Personnel Services e«s.srr 265'910 271'039 205.116 e7e'zs5 oos.zs^ supplies 170-5 00 operating Supplies n 12 suo u soo n 170-521010 Operating Supplies-Events u'ooz soz z'uoo 533 1.000 1'000 170-521100 Office Supplies 1,086i 1,250 ---_-1,000� _-_--_319 850 1,000 cozuL Supplies 3,167 1.942 2,300 e52 2'150 z'uuu Operations Support 170-53*000 Postage 2.410 2,811 s'000 u.ou« ^'oun zo'nnn 170-534100 Advertising 6'141 zn'rr* 11.500 5'996 11.500 11,750 170-534200 Printing & Binding ^'^oe s'oss s'noo 1.23* ^'onn ,'000 zru-snosuu u=me`°hip" - u=o==i"ati"u" u o 250 cce 275 250 170-534550 o"si=e"° Meetings/Networking0i 0� _2�L ----__�8 200 _____4�� r»�L oe===ti"n" o"ep"=t 13'540 19.618 e�'^:o 11,130 ou'«rs oy.�sn Staff Support 170-535100 Uniforms 208 18o eoo 91 zoo uon 170-535300 Memberships c^o z^u o 55 osn u zro-,ao^no r"mzi"~ti"=" o oz unn 134 zoo ano 170-535500 Training/Travel 2'583 z'ouz 3'600 1'000 s'suo s'czu 170-535510 Meeting Expenses 638 __----448� _____-0L 0 0 ___-----� TOTAL Staff o"eeo=t o'soy s.s^o o'000 1.279 o'xso 3'730 Professional Services 170-541300 vther/o°="l/s="f Services u u 24'000 22'900 25'000 o zm-so1sss Design Services �589 0 0 0� _0 ______�0 TOTAL Professional o��=�" 5e9 o x^.000 22'900 25'000 o Operating Equipment 170-571000 Furniture & Fixtures 1.922 1'1e5 z'nnu o z'noo n 170-571300 compute= a P°=riph under $,no o 2'214 o u o o 170-571310 Computer Software 590 0 0 � � � TOTAL on°==ti=s Equipment 2'512 3,379 z'000 o 1,000 n TOTAL PUBLIC AFFAIRS 270,054 294,498 324,789 241,277 325,040 318,344 56 DEPARTMENT: PUBLIC AFFAIRS DEPARTMENT DIVISION: RECORDS 1 1 101 GENERAL DEPARTMENT DESCRIPTION Under the umbrella of Public Affairs, the Records Management Division performs the following functions: provides stored records upon request to departments, maintains inventories of records stored offsite and onsite, and acts as administrative backup for the Public Affairs office. GOALS AND OBJECTIVES • To manage the City's permanent documents. • To destroy records that meet retention policies • To increase department usage of Laserfiche W RECORDS MANAGEMENT RECORDS MANAGEMENT 2015 -16 2016 -17 2017 -18 Records Management Coordinator 1 1 1 1 TOTAL POSITIONS 1 1 1 �. �. Number of Documents scanned Number of boxes added to inventory Number of boxes destroyed (pounds - 15/16, boxes for 16/17) 58 1,678 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Number of Documents scanned Number of boxes added to inventory Number of boxes destroyed (pounds - 15/16, boxes for 16/17) 58 1,678 1800 1,000 111 80 100 13,200 160 110 RECORDS MANAGEMENT Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Bud et Personnel $51,518 $46,785 $53,654 Supplies 74 50 100 Staff Support 88 50 355 Professional Services 8,493 10,000 12,000 Operating Equipment 0 0 0 Total $60,172 $56,885 $66,109 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 16.2% from FY 2016 -17 year end projections with the anticipation of additional employee hours being used throughout the year up to a full time equivalent. 0 B-04-2017 12:49 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL RECORDS MANAGEMENT PAGE: ----- -- - - -H -------- 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG Personnel Services 171 - 511110 Regular 34,282 35,055 35,018 17,353 29,895 35,213 171 - 511120 Overtime 0 0 246 0 0 243 171 - 511180 LTD 110 113 109 63 125 109 171 - 511210 Longevity 1,464 1,608 1,752 1,752 1,900 1,896 171 - 511310 FICA - Employer 2,693 2,742 2,830 1,408 2,421 2,853 171 - 511350 TMRS- Employer 5,803 5,937 5,924 3,276 5,068 5,973 171- 511410 Health- Employer 6,148 5,999 6,884 5,610 7,319 7,296 171 - 511500 Workers' Compensation 50 63 69 57 57 71 TOTAL Personnel Services 50,551 51,518 52,832 29,520 46,785 53,654 Supplies 171 - 521000 Operating Supplies 119 0 100 31 50 100 171 - 521100 Office Supplies 144 74 150 0 0 0 TOTAL Supplies 263 74 250 31 50 100 Utility Services Operations Support Staff Support 171 - 535100 Uniforms 67 43 50 0 50 55 171- 535300 Memberships 100 0 0 0 0 0 171- 535500 Training /Travel 1,021 44 300 0 0 300 TOTAL Staff Support 1,188 88 350 0 50 355 Professional Services 171- 541310 Contractual Services 9,469 8,493 12,000 7,001 10,000 12,000 TOTAL Professional Services 9,469 8,493 12,000 7,001 10,000 12,000 Operating Equipment 171 - 571000 Furniture & Fixtures 0 0 250 0 0 0 TOTAL Operating Equipment 0 0 250 0 0 0 TOTAL RECORDS MANAGEMENT 61,470 60,172 65,682 36,552 56,885 66,109 60 DEPARTMENT: PUBLIC AFFAIRS DIVISION: 172 SCHERTZ MAGAZINE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Under the umbrella of Public Affairs, Schertz Magazine is one of the leading publications in the Tri County area with a circulation of 15,000 copies; including 13,000+ direct mailed and 500+ subscriptions. Schertz Magazine distributes magazines to over 1,000 businesses with hundreds of copies made available at local and regional banks, hospitals and clinics, schools, pharmacies, and restaurants. Schertz Magazine staff are responsible for: writing of articles, photography, graphic design and layout, sales, advertising design, marketing, copy editing, billing, and collections; and, distribution of copies to staff and select pick -up locations across the City. This publication serves as the primary dissemination source for government information in a growing city of 37,938 residents. The magazine is also used to promote City events and activities, including: 4th of July Jubilee, Wilenchik Walk, Schertz Que, the Movies and Music in the Park series, Festival of Angels and other City programs. Schertz Magazine involves governmental and non - governmental entities and individuals in the collection, packaging, and distribution of information that is important to the whole community. GOALS AND OBJECTIVES • Inform our audience about City initiatives throughout the community. • Promote City activities, educate the public, and enhance a positive City image. 61 SCHERTZ MAGAZINE L01 IF SYA TZTJ Schertz Magazine 2015 -16 2016 -17 2017 -18 Communications Manager 0 0 1 Marketing and Communication Specialist 1 1 1 Publications Editor 1 1 0 TOTAL POSITIONS 2 2 2 Number of customers served (advertisers) 84 85 85 Number of Magazines Printed 180,000 180,000 180,000 2015 -16 2016 -17 2017 -18 Workload/Output Measures Actual Estimate Budget Number of customers served (advertisers) 84 85 85 Number of Magazines Printed 180,000 180,000 180,000 Total Schertz Magazine Articles /Ads/ Photographs Produced Percentage of Magazine Contracted 62 600 536 550 50% 50% 50% 2015 -16 2016 -17 2017 -18 Efficiency Measures Actual Estimate Budget Total Schertz Magazine Articles /Ads/ Photographs Produced Percentage of Magazine Contracted 62 600 536 550 50% 50% 50% SCHERTZ MAGAZINE Schertz Magazine Ad revenue City Sponsored /Non- Revenue 194,850 195,000 200010 33,000 111 1 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Schertz Magazine Ad revenue City Sponsored /Non- Revenue 194,850 195,000 200010 33,000 111 1 Personnel Services Supplies Operations Support Staff Support Professional Services Fund Charges /Transfers Operating Equipment Total PROGRAM JUSTIFICATION AND ANALYSIS $119,363 $128,298 $123,853 128 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Services Supplies Operations Support Staff Support Professional Services Fund Charges /Transfers Operating Equipment Total PROGRAM JUSTIFICATION AND ANALYSIS $119,363 $128,298 $123,853 128 400 200 0 1,200 2,600 1,298 1,945 3,330 235,084 245,000 255,500 9,825 10,000 10,000 1,000 200 0 $366,698 $387,043 $395,483 The FY 2017 -18 Budget will increase 2.3% from FY 2016 -17 year end projections due to higher postage costs for the magazine. 63 B-04-2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 {-------- - - - - -- 2016 -2017 - 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: - -- ------- Ii-- - - - - -- 2017-2018 - --- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG SCHERTZ TALES MAGAZINE Personnel Services 172 - 511110 Regular 90,000 84,138 92,775 68,401 89,146 86,746 172- 511120 Overtime 0 0 0 365 1,000 970 172 - 511180 LTD 302 267 288 170 276 265 x 172- 511210 Longevity 1,715 759 991 1,076 1,200 290 172 - 511240 Allowances 5,885 3,000 2,952 1,154 1,154 0 172 - 511310 FICA - Employer 7,444 6,648 7,172 5,281 7,067 6,732 172 - 511350 TMRS- Employer 16,076 13,980 15,487 11,704 14,794 14,093 172 - 511410 Health - Employer 11,784 10,407 13,768 9,994 13,461 14,592 172 - 511500 Workers' Compensation 141 164 175 145 200 165 TOTAL Personnel Services 133,346 119,363 133,608 98,290 128,298 123,853 Supplies 172 - 521100 Office Supplies 124 128 200 181 400 200 TOTAL Supplies 124 128 200 181 400 200 Operations Support 172- 534000 Postage 0 0 620 618 700 1,400 172 - 534200 Printing & Binding 0 0 500 367 500 700 172- 534550 Business Meetings /Networking 0 0 0 0 0 500 TOTAL Operations Support 0 0 1,120 985 1,200 2,600 Staff Support 172- 535100 Uniforms 86 117 110 0 110 110 172- 535300 Memberships 300 235 250 235 235 320 172 - 535500 Training /Travel 921 820 1,000 938 1,300 2,900 172 - 535510 Meeting Expenses 965 126 500 72 300 0 TOTAL Staff Support 2,272 1,298 1,860 1,245 1,945 3,330 Professional Services 172 - 541305 Prof Services - Writers /Photogr 10,045 8,155 12,880 5,795 11,000 12,000 172 - 541350 Printing Services 83,621 82,687 87,500 53,731 83,000 83,000 172 - 541355 Design Services 92,544 92,543 94,000 62,260 94,000 94,000 172 - 541360 Postage Services 44,250 51,699 50,000 48,441 56,000 65,000 172 - 541365 Delivery Services 0 0 1,374 125 1,000 1,500 TOTAL Professional Services 230,460 235,084 245,754 170,352 245,000 255,500 Fund Charges /Transfers 172 - 548700 Bad Debt Expense 13,728 9,825 10,000 0 10,000 10,000 TOTAL Fund Charges /Transfers 13,728 9,825 10,000 0 .10,000 10,000 64 B -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2016 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Operating Equipment 172- 571310 Computer Software 0 0 126 126 200 0 172 - 571500 Operating Equipment 0 1,000 0 0 0 0 TOTAL Operating Equipment 0 1,000 126 126 200 0 TOTAL SCHERTZ TALES MAGAZINE 379,929 366,697 392,668 271,179 387,043 395,483 65 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK M.- 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, Development Services, Economic Development, 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 is responsible for the development and implementation of the Capital Improvement Program. That responsibility includes the development and maintenance of infrastructure master plans; the prioritization of projects; the identification and procurement of project funding; and the management of the design and construction of necessary infrastructure. The Engineering Department reviews applications for public and private land development for conformance with adopted engineering standards, policies, codes, and infrastructure master plans. Engineering Inspectors ensure that the construction of public infrastructure — both privately and publicly constructed — follows appropriate standards and specifications. Ensuring compliance promotes a safe community in which the essential services of the provision of water, wastewater, transportation, and drainage are available and arranged for fiscal sustainability. The Engineering Department maintains standard construction details, technical specifications, and design guidelines. The Transportation Safety Advisory Commission (TSAC) is staffed by the Engineering Department. The TSAC is a Commission that hears citizen input, considers transportation issues, and makes recommendations to City Council regarding traffic and transportation related matters throughout the City. 67 ENGINEERING Q Ztey 1i • ENGINEERING 2015 -16 2016 -17 2017 -18 City Engineer 1 1 1 Engineer 1 1 1 Graduate Engineer 1 1 1 Stormwater Manager 1 1 1 Project Manager 1 1 1 Engineering Inspector 2 2 2 TOTAL POSITIONS 7 7 7 ACCOMPLISHMENTS AND GOALS FY 2016 -2017 Accomplishments • Along with other Departments, successfully managed the following Capital Improvement Projects (in various stages of completion): • Northcliffe Waterline Replacement Phase 3 • Woman Hollering Creek Wastewater Trunk Main • Corbett Elevated Storage Tank • Schertz Parkway Improvements — Live Oak Road to Maske Road • Lower Seguin Cibolo Creek Crossing Culvert Replacement (technical support for Public Works) • Produced and achieved approval of update of City's Master Thoroughfare Plan • Worked toward establishment of Roadway Impact Fee Program 68 ENGINEERING • Began implementation of results of Pavement Condition Analysis Project using Pavement Condition Index values to program roadway repair and improvement prioritization and assisted in generating roadway maintenance program • Supported strong partnership with TxDOT and acted as liaison to TxDOT projects in Schertz • Sidewalks on FM 3009 • Expansion and improvements on FM 1103 • Planning for improvements on FM 1518 • Operational improvements on IH 35 north of FM 1103 • Completed engineering review, development support, and construction inspection of numerous residential and commercial subdivisions and site development projects FY 2017 -2018 Goals • Continue improvement and update of standard construction details, technical specifications, and design guidelines • Develop and maintain comprehensive 10 -year Capital Improvement Program including water, wastewater, drainage, and roadway projects • Work with Geographic Information Systems and Information Technology Departments to develop and maintain web -based capital improvement project information update report • Finalize and promote adoption of Roadway Impact Fee Ordinance • Lead development of Water and Wastewater Master Plan, updated Water and Wastewater Capital Improvement Plan, and updated Impact Fee Analysis • Provide efficient, clear review of construction plans and other development submittals • Continue promotion of efficacy of TSAC activities and actions PERFORMANCE INDICATORS Capital Improvement Projects (number active) Capital Improvement Project Construction Expenditures Grading and Clearing Permits Issued 69 11 10 13 $1.3 mil $1.3 mil $7.4 mil 37 40 45 2015 -16 2016 -17 2017 -18 Workload/Output Measures Actual Estimate Budget Capital Improvement Projects (number active) Capital Improvement Project Construction Expenditures Grading and Clearing Permits Issued 69 11 10 13 $1.3 mil $1.3 mil $7.4 mil 37 40 45 ENGINEERING Grading and Clearing Permits Active (Average Monthly Concurrent Maximum) Grading and Clearing Permits Active (Concurrent Maximum) Grading and Clearing Permits Issued — acreage Number of Non - Construction Plan Reviews (includes master plans, plats, site plans, etc.) Residential Subdivision Construction — number of projects (completed projects) Residential Subdivision Construction — dollar value of public improvements (completed projects) Commercial Subdivision Construction — number of projects (completed projects) Commercial Subdivision Construction — dollar value of public improvements (completed projects) 35 38 40 41 46 45 349 310 350 96 90 100 6 9 10 $7.3 mil $15.4 mil $9.0 mil 6 2 3 $1.0 mil $0.1 mil $2.0 mil Personnel Supplies City Support Services Utility Services Operations Support Staff Support Professional Services Rental /Leasing Operating Equipment Total $193,600 2015 -16 1 2016 -17 1 2017 -18 Budget Actual I Estimate I Budget Personnel Supplies City Support Services Utility Services Operations Support Staff Support Professional Services Rental /Leasing Operating Equipment Total $193,600 $451,685 $589,714 786 1,620 1,620 886 400 0 398 1,000 3,500 222 2,550 0 3,251 9,475 11,475 9,511 70,800 70,800 0 3,200 0 0 400 400 $208,652 $541,130 $677,509 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 25.2% from FY 2016 -17 year end projections with the full year funding of the recently hired Assistant City Engineer and the Public Works Project Manager positions. 70 8 -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES ENGINEERING Personnel Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-- --- --------- 2016 -2017 --------------- )(-------- 2017-2018 ---- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 173- 511110 Regular 141,797 173 - 511120 Overtime 0 173- 511180 LTD 414 173 - 511210 Longevity 110 173 - 511230 Certification Allowance 0 173- 511310 FICA - Employer 10,055 173 - 511350 TMRS- Employer 22,816 173 - 511410 Health - Employer 11,001 173- 511500 Workers' Compensation 249 TOTAL Personnel Services 186,442 Supplies 2,657 173 - 521100 Office Supplies 703 173 - 521300 Motor Vehicle Supplies 0 TOTAL Supplies 703 City Support Services 33,019 173- 532400 Computer Fees & Licenses 263 TOTAL City Support Services 263 Utility Services 12,084 173 - 533500 Vehicle Fuel 380 TOTAL Utility Services 380 Operations Support 3,168 173- 534000 Postage 0 173- 534200 Printing & Binding 0 TOTAL Operations Support 0 Staff Support 589,714 173 - 535100 Uniforms 155 173 - 535300 Memberships 0 173- 535400 Publications 269 173- 535500 Training /Travel 1,001 173 - 535510 Meeting Expenses 0 173- 535600 Professional Certification 330 TOTAL Staff Support 1,755 145,876 318,868 222,962 322,640 422,186 0 2,165 0 0 2,134 450 1,106 720 944 1,309 350 3,661 3,661 3,900 4,828 0 2,657 2,077 2,797 2,619 10,875 27,931 17,280 24,926 33,019 23,634 58,474 37,516 55,756 69,124 12,084 44,256 25,365 37,722 51,073 331 3,168 2,633 3,000 3,422 193,600 462,286 312,214 451,685 589,714 786 1,500 409 1,500 1,500 0 120 0 120 120 786 1,620 409 1,620 1,620 886 295 295 400 0 886 295 295 400 0 39B 3,500 676 1,000 3,500 398 3,500 676 1,000 3,500 60 1,125 0 1,125 0 161 1,425 72 1,425 0 222 2,550 72 2,550 0 470 1,975 100 1,975 1,975 440 560 330 560 1,120 0 500 0 500 500 2,225 5,600 1,076 5,600 6,600 76 0 0 0 200 40 840 312 840 1,080 3,251 9,475 1,818 9,475 11,475 rf B-04-2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017 -2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG Professional Services 173 - 541100 Engineering Services 22,379 7,083 5,000 0 0 25,000 173 - 541300 Other Professional Services 8,450 2,428 10,800 0 10,800 10,800 173 - 541310 Prof Svcs -Plan Review 0 0 55,000, 27,986 60,000 35,000 TOTAL Professional Services 30,829 9,511 70,800 27,986 70,800 70,800 Maintenance Services Rental /Leasing 173 - 561100 Rental - Equipment 0 0 2,825 2,824 3,200 0 TOTAL Rental /Leasing 0 0 2,825 2,824 3,200 0 Operating Equipment 173 - 571000 Furniture & Fixtures 161 0 400 0 400 400 TOTAL Operating Equipment 161 0 400 0 400 400 Capital Outlay TOTAL ENGINEERING 220,533 208,652 553,751 346,295 541,130 677,509 72 DEPARTMENT: 174 GEOGRAPHIC INFORMATION SYSTEMS (GIS) FUND: 101 GENERAL FUND VISION STATEMENT The GIS Department will furnish a gateway to prompt, effective and essential geographic knowledge. MISSION STATEMENT Create, manage and maintain a robust geospatial platform that is accurate, reliable and easily accessible. Integrate the City's existing geographic data with new information to provide timely and dependable mapping products. GOALS AND OBJECTIVES • Promote the use of geographic data within the city and provide support and training to fully utilize the information and software. • Provide an interactive web mapping application accessible both internally and externally. • Design and Implement mobile applications for City Departments leveraging existing databases with GIS data. • Continue to improve web application and database management expertise • Continuing maintenance of the Regional Computer Aided Dispatch and Records Management project to enhance Police /Fire /Emergency Medical Services dispatching. • Provide new physical addresses in support of the Development Services Department. • Establish and refine data standards to aid data management and deployment. 73 GIS DEPARTMENTAL DESCRIPTION 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 GIS 2015 -16 2016 -17 2017 -18 GIS Coordinator 1 1 1 GIS Specialist 1 1 1 TOTAL POSITIONS 2 2 2 PERFORMANCE INDICATORS Data Update 2015 -16 2016 -17 2017 -18 Percentage of Time per Task Actual Estimate Budget Data Update 37.7% 40.2% 26.9% Data Creation 27.2% 34.5% 28.8% Project /Mapping 13.6% 10.6% 17.3% GIS Assistance 4.2% 6.0% 10.6% Training 5.7% 0.1% 7.7% Field Work 4.7% 1.9% 1.9% Email /Messages 2.2% 1.1% 1.0% Miscellaneous 1.4% 1.3% 1.0% Meeting 1.4% 1.9% 1.9% Addressing 1.4% 2.1% 1.9% Plot/Print /Finish 0.5% 0.3% 1.0% 74 GIS Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $143,557 $152,937 $161,063 Supplies 1,454 2,146 1,740 Staff Support 4,515 4,036 4,600 Rental /Leasing 2,084 2,084 2,085 Operating Equipment 0 0 0 Total $159,610 $169,203 $169,488 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget increases 5.1% from the FY 2016 -17 year end projections due to personnel cost increases related to merit and health insurance. w 8 -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 {-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: --- --- ---- ) {-- ------ 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG. GIs Personnel Services 174 - 511110 Regular 99,385 103,734 108,796 80,942 108,575 115,053 174 - 511180 LTD 312 326 337 270 337 357 174 - 511210 Longevity 1,793 2,057 2,321 2,321 2,600 2,708 174 - 511310 FICA - Employer 7,711 7,942 8,498 6,255 8,498 9,002 174 - 511350 TMRS- Employer 16,421 17,100 17,789 13,963 17,789 18,846 174 - 511410 Health- Employer 12,297 11,998 13,768 11,219 14,638 14,592 174- 511500 Workers' Compensation 306 400 470 391 500 505 TOTAL Personnel Services 138,225 143,557 151,979 115,362 152,937 161,063 Supplies 174 - 521000 Operating Supplies 669 925 1,740 1,434 1,617 1,440 174- 521100 Office Supplies 0 0 555 141 530 300 174 - 521600 Equipment Supplies 430 529 0 0 0 0 TOTAL Supplies 1,099 1,454 2,295 1,575 2,146 1,740 City Support Services Staff Support 174- 535500 Training /Travel 4,412 4,515 4,600 932 4,036 4,600 TOTAL Staff Support 4,412 4,515 4,600 932 4,036 4,600 Professional Services Rental /Leasing 174 - 561200 Lease /Purchase Payments 0 2,084 2,085 1,563 2,084 2,085 TOTAL Rental /Leasing 0 2,084 2,085 1,563 2,084 2,085 Operating Equipment 174 - 571500 Operating Equipment 5,877 0 0 0 0 0 TOTAL Operating Equipment 5,877 0 0 0 0 0 TOTAL GIs 149,613 151,610 160,959 119,432 161,203 169,488 TOTAL GENERAL GOVERNMENT 6,334,972 6,148,576 7,491,948 4,614,093 6,315,118 6,751,962 76 DEPARTMENT: 256 POLICE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz Police Department patrols the 44.9 square miles of Schertz, with a current population of 38,697. The City of Schertz lies within three counties, with 268 centerline miles of roads. The police department receives thousands of calls for services annually through the communications division and dispatches for Police, Fire, Emergency Medical Service, Marshals and Animal Services. Additionally, the police department provides dispatch services for the City of Cibolo Police, Fire Departments and Animal Services, along with Schertz Emergency Medical Service dispatch for Cibolo, Marion, Seguin, Santa Clara, and other county areas. The Patrol Division provides a visible presence in the community, with the goal of crime prevention, crime reduction and the promotion of public safety. The Investigations Division investigates offenses 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 Section 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 Community Outreach Officer interacts with Home Owner Associations, provides education and crime prevention programs to the community and oversees the Citizens Police Academy and the Citizens on Patrol. Our new Crime Victim Liaison protects the rights and assists in the needs of not only the crime victims in Schertz, but Live Oak and Cibolo as well. 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. WA POLICE • 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 78 POLICE POLICE 2015-16 2016-17 2017-18 Chief of Police 1 1 1 Assistant Chief of Police 1 1 1 Lieutenants 3 3 3 Sergeants 6 6 6 Corporals 9 9 9 School Resource Corporal 1 1 1 School Resource Sergeant 1 1 1 School Resource Officer 0 1 1 Officers 27 28 30 DEA Task Force Operators 1 2 2 Traffic Corporal 1 1 1 Traffic Officer 1 1 1 Senior Administrative Assistant 1 1 1 Public Safety System Administrator 1 1 1 Records Manager 1 1 1 Records Clerk 2 2 2 Civilian Evidence Technician 1 1 1 Crime Victim Liaison 1 1 1 Communications Manager 1 1 1 Communications Shift Supervisor 4 4 4 Communications Officer 12 12 12 Crossing Guards (Part Time) 12 12 16 TOTAL POSITIONS 88 91 97 LAW ENFORCEMENT COMMISSIONS 2015-16 2016-17 2017-18 Fire Dept. Law Enforcement Commission 1 1 1 Reserve Officer 2 0 0 TOTAL COMMISSIONS 3 1 1 wj POLICE •:i ► -D l 2015 -16 ( 2016 -17 2017 -18 Workload /Output Actual ! Estimate ! Budaet Calls for Service - Schertz 39,064 33,240 35,100 Calls for Service - Accidents 2,119 2,076 2,100 Dispatch -911 Calls 26,571 26,601 26,632 Patrol- Citations/Warnings Issued 17,439 13,346 14,000 Patrol -Calls Per Patrol Officer Average 1,260 1,108 1,096 Inv - Criminal Cases Filed 6,537 7,232 7,600 Inv -Cases Investigated per Investigator 205 230 265 Inv -Total Cases Cleared 215 268 300 Crime Victims Assisted 1,535 1,610 1,670 Records -Total Active Alarm Permits 3,130 3,330 3,500 Records -Phone Calls 5,933 5,943 6,000 Records -Walk -ins 17,561 16,929 18,000 Records -Open Records Requests 2,385 2,550 2,715 State Seizures $0.00 $1,82 $2,000 Federal Seizures $71,378 $90,790 $75,000 Crime Victim Liaison - Assigned Cases 211 253 275 2015 -16 2016 -17 2017 -18 Efficiencv Actual ! Estimate I Budaet Average time on calls for service 28:20 27:06 27:45 Average time on tickets, per minute 10:22 10:40 10:30 Average response time to calls (minutes) 11:33 11:18 11:30 Patrol- Percentage of Available Time 36% 32% 31% Dispatch -911 Calls answered <10 sec 96.15% 96.02% 96.08% Dispatch -911 Calls answered <15 sec 2.81% 2.84% 2.82% Dispatch -911 Calls answered <40 sec .75% 1.06% .90% IM POLICE 2015 -16 2016 -17 2017 -18 Budget Actual ; Estimate ; Budget Personnel $5,633,876 $5,959,096 $6,429,458 Supplies 35,441 84,239 65,447 City Support Services 19,081 24,000 21,500 Utility Services 70,333 81,813 111,957 Operations Support 2,658 3,063 7,935 Staff Support 97,223 137,246 148,758 City Assistance 14,174 13,384 13,222 Professional Services 40,492 47,643 49,948 Maintenance Services 56,961 54,660 57,645 Rental /Leasing 0 45,000 0 Operating Equipment 146,722 74,432 56,924 Capital Outlay 180,184 469,480 552,318 Total $6,297,145 $6,994,056 $7,515,112 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget increases 7.4% with the addition of 2 patrol officers with a vehicle and equipment and 4 crossing guards. 81 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 PUBLIC SAFETY EXPENDITURES {-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG POLICE Personnel Services 256 - 511110 Regular 3,533,961 3,905,763 4,133,293 2,974,966 4,045,964 4,394,731 256 - 511120 Overtime 71,117 95,583 99,471 73,164 92,989 98,056 256 - 511180 LTD 10,956 12,287 12,601 9,958 12,543 13,347 256 - 511210 Longevity 74,717 78,188 92,913 99,179 102,180 99,353 256 - 511220 Clothing Allowance 58,760 60,040 62,301 45,248 60,025 63,907 256 - 511230 Certification Allowance 36,308 38,246 36,278 31,629 43,130 41,720 256 - 511310 FICA - Employer 283,721 311,851 337,940 239,330 332,338 359,151 256 - 511350 TMRS- Employer 596,084 663,022 698,170 532,137 695,738 739,307 256- 511410 Health - Employer 412,142 421,841 508,811 396,261 523,189 559,976 256 - 511500 Workers' Compensation 34,732 47,055 57,146 47,490 51,000 59,910 TOTAL Personnel Services 5,112,500 5,633,876 6,038,924 4,449,360 5,959,096 6,429,458 Supplies 256 - 521000 Operating Supplies 33,319 22,574 28,211 16,854 28,111 32,151 256 - 521100 Office Supplies 4,720 3,290 3,500 2,593 4,128 4,500 256 - 521150 Child Safety Supplies 0 0 40,714 38,796 40,000 15,211 256 - 521300 Motor Veh. Supplies 10,478 9,576 11,898 11,182 12,000 13,585 TOTAL Supplies 48,516 35,441 84,323 69,426 84,239 65,447 City Support Services 256 - 532500 City Insurance- Commercial 24,152 19,081 19,081 21,294 24,000 21,500 TOTAL City Support Services 24,152 19,081 19,081 21,294 24,000 21,500 Utility Services 256- 533330 Telephone /Internet 1,672 0 0 0 0 0 256- 533500 Vehicle Fuel 84,996 70,333 96,587 51,445 81,813 111,957 TOTAL Utility Services 86,667 70,333 96,587 51,445 81,813 111,957 Operations Support 256- 534100 Advertising 0 40 0 0 0 0 256- 534200 Printing & Binding 2,601 2,618 3,065 1,753 3,063 7,935 TOTAL Operations Support 2,601 2,658 3,065 1,753 3,063 7,935 Staff Support 256 - 535100 Uniforms 38,716 22,537 58,010 22,674 58,002 51,889 256- 535200 Awards 1,346 626 1,500 1,380 1,500 2,000 256 - 535210 Employee Recognition - Morale 2,464 2,977 3,000 1,655 2,774 3,000 256- 535300 Memberships 1,648 1,615 1,645 1,417 1,574 2,810 256- 535400 Publications 273 366 425 43 425 485 256- 535500 Training /Travel 60,949 65,963 63,800 35,999 70,000 85,725 256- 535500.T -Class Training 13,966 1,102 0 0 1,000 0 256- 535510 Meeting Expenses 1,786 2,036 2,000 1,020 1,972 2,850 TOTAL Staff Support 121,14$ 97,223 130,380 64,188 137,246 148,758 82 B-04-2017 12:49 PM 101 - GENERAL FUND PUBLIC SAFETY EXPENDITURES City Assistance 256 - 537100 Medical Services 256 - 537600 Community Outreach TOTAL City Assistance Professional Services 256 - 541300 Prof Services /Consulting TOTAL Professional Services Fund Charges /Transfers Maintenance Services 256 - 551100 Building Maintenance 256 - 551400 Minor & Other Equip Maint 256- 551800 Other Maintenance Agreements 256 - 551810 Maintenance Agr. - Radios TOTAL Maintenance Services Debt Service Rental /Leasing 256 - 561200 Lease /Purchase Payments TOTAL Rental /Leasing Operating Equipment 256 - 571000 Furniture & Fixtures 256- 571200 Vehicles & Access. LESS $S,OC 256- 571300 Computer & Periphe. < $5000 256- 571600 Donation - Expense 256 - 571800 Equipment under $5,000 TOTAL Operating Equipment Capital Outlay 256- 581200 Vehicles & Access. Over $5,OC 256 - 581300 Computer & Periphe. > $5,000 256 - 581800 Equipment Over $5,000 TOTAL Capital Outlay C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (---- ---- - - - --- 2016 -2017 --------------- )(-------- 2017 -2018 -- -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 1,933 9,819 4,200 7,541 8,006 6,500 4,846 4,355 5,387 2,393 5,378 6,722 6,779 14,174 9,587 9,934 13,384 13,222 39,540 40,492 40,408 31,836 47,643 49,948 39,540 40,492 40,408 31,836 47,643 49,948 1,327 5,729 1,008 1,584 1,700 1,000 5,237 4,967 2,500 709 1,000 2,500 690 745 745 1,071 1,900 745 33,943 45,520 51,780 24,800 50,060 53,400 41,197 56,961 56,033 28,165 54,660 57,645 0 0 46,000 44,159 45,000 0 0 0 46,000 44,159 45,000 0 15,704 9,260 9,675 1,413 9,663 4,600 62,775 74,966 16,380 16,262 16,262 24,490 7,838 24,387 25,000 4,225 20,252 0 0 0 1,000 0 0 1,000 31,650 38,109 28,272 3,888 28,255 26,834 117,968 146,722 80,326 25,788 74,432 56,924 197,767 174,350 476,852 420,647 469,480 523,843 5,779 0 0 0 0 0 56,487 5,834 0 0 0 28,475 260,033 180,184 476,852 420,647 469,480 552,318 TOTAL POLICE 5,861,101 6,297,145 7,081,567 5,217,995 6,994,056 7,515,112 83 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 84 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 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. • Respond to 90% of City within 5 minutes from time of dispatch. • 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. • Improve training opportunities and encourage involvement in specialized operations. • 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. • Encourage advanced medical training and certifications. • Support emergency medical operations through interdepartmental cooperation. • Become the community resource for life safety knowledge and information regarding Schertz Fire Rescue. • Quarterly inspects all restaurants, schools, and nursing homes. • Encourage public speaking for all firefighters. • Maintain safe construction and occupancy within the city through code enforcement. 85 FIRE RESCUE • Attract and maintain a qualified and diverse workforce. • Encourage diverse applicants through career fairs and public education. • Continue to apply for staffing grants through Department of Homeland Security. ORGANIZATIONAL CHART FIRE RESCUE 2015 -16 2016 -17 2017 -18 Fire Chief 1 1 1 Assistant Chief 1 1 1 Fire Marshal 1 1 1 Battalion Chief 3 3 3 Training/Safety/Emergency Manager 1 1 1 Lieutenant 6 6 9 Fire Inspector 1 1 1 Fire Apparatus Operator 6 6 9 Firefighter 18 18 18 Senior Administrative Assistant 1 1 1 TOTAL POSITIONS 39 39 45 86 FIRE RESCUE WANA" i • Number of Commercial Occupancies Total staffing Suppression staffing Prevention staffing Support staffing (command /training /admin) Number of fire stations Number of full -time engine companies 860 2015 -16 2016 -17 2017 -18 Input Actual Estimate Budget Number of Commercial Occupancies Total staffing Suppression staffing Prevention staffing Support staffing (command /training /admin) Number of fire stations Number of full -time engine companies 860 870 884 36 39 45 30 33 39 2 2 2 4 4 4 2 2 3 2 2 3 Number of incidents 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Number of incidents 2,242 2,300 2,350 Unit Responses (# calls for all units Actual Estimate Budget responding to all emergencies) 3,732 3,750 3,800 Buildings preplan contacts 860 870 884 Community Contact (citizen contact) 10,300 10,000 10,300 Fire Inspections Conducted 532 550 560 Plan Reviews Completed 141 150 160 Training Hours Provided 4,338 4,400 4,550 Average Drive Time (Minutes) 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Budget Average Drive Time (Minutes) 5.05 • Drive Time < 4 Minutes 37% • of Buildings Preplanned 100% • Prevention Contacts 29.43% Inspections per Inspector 418/114 Training Hours /Employee 123.94 87 5.05 5.00 37% 35% 100% 100% 29.43% 30% 418/114 425/125 124 126 FIRE RESCUE Personnel Supplies Utility Services Operations Support Staff Support City Assistance Professional Services Maintenance Services Rental /Leasing Operating Equipment Capital Outlay Total $3,244,317 15,820 39,833 918 119,383 16,082 13,680 45,562 15,916 76,827 0 $3,740,607 PROGRAM JUSTIFICATION AND ANALYSIS $3,483,108 $4,116,534 14,800 19,550 40,000 411 18,700 35,200 48,500 • :•1 44,500 52,300 550 167,875 20,000 33,500 55,500 23,500 105,300 97,000 $4,691,609 The FY 2017 -18 Budget will increase 19.5% from the FY 2016 -17 year end projections. This increase is due to the additional operating costs associated with opening of Fire Station 3 including an additional 6 firefighters, operating supplies and equipment, uniforms and training, and utility expenses. 88 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Supplies Utility Services Operations Support Staff Support City Assistance Professional Services Maintenance Services Rental /Leasing Operating Equipment Capital Outlay Total $3,244,317 15,820 39,833 918 119,383 16,082 13,680 45,562 15,916 76,827 0 $3,740,607 PROGRAM JUSTIFICATION AND ANALYSIS $3,483,108 $4,116,534 14,800 19,550 40,000 411 18,700 35,200 48,500 • :•1 44,500 52,300 550 167,875 20,000 33,500 55,500 23,500 105,300 97,000 $4,691,609 The FY 2017 -18 Budget will increase 19.5% from the FY 2016 -17 year end projections. This increase is due to the additional operating costs associated with opening of Fire Station 3 including an additional 6 firefighters, operating supplies and equipment, uniforms and training, and utility expenses. 88 B-04-2017 12:49 PM 101 - GENERAL FUND PUBLIC SAFETY EXPENDITURES FIRE RESCUE Personnel Services 257 - 511110 Regular 257 - 511120 Overtime 257 - 511180 LTD 257 - 511210 Longevity 257 - 511220 Clothing Allowance 257 - 511230 Certification Allowance 257 - 511310 FICA - Employer 257 - 511350 TMRS- Employer 257 - 511410 Health- Employer 257 - 511500 Workers' Compensation TOTAL Personnel Services Supplies 257 - 521000 Operating Supplies 257 - 521100 Office Supplies 257 - 521200 Medical /Chem Supplies 257- 521300 Motor Veh. Supplies 257 - 521600 Equip Maint Supplies TOTAL Supplies City Support Services Utility Services 257 - 533100 Gas Utility Service 257- 533200 Electric Utility Service 257- 533320 Telephone /Air Cards 257 - 533410 Water Utility Service 257 - 533500 Vehicle Fuel TOTAL Utility Services Operations Support 257- 534100 Advertising 257 - 534200 Printing S Binding TOTAL Operations Support Staff Support 257 - 535100 Uniforms 257- 535210 Employee Recognition - Morale 257 - 535300 Memberships 257 - 535400 Publications 257 - 535500 Training /Travel 257 - 535510 Meeting Expenses 257 - 535600 Professional Certification TOTAL Staff Support C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (------ --- - - - -- 2016 -2017 ---------- - - - - -H -- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 1,830,356 2,088,302 2,311,705 1,700,921 2,269,947 2,638,624 296,677 254,858 209,462 123,766 182,000 281,004 5,818 6,664 6,668 5,782 7,037 7,673 51,585 48,881 52,633 59,307 63,624 57,365 9,696 10,776 11,666 8,940 11,710 13,316 37,364 37,510 40,068 31,375 41,352 48,597 167,453 181,760 200,789 141,451 196,501 232,345 360,660 391,957 420,345 320,411 411,367 486,405 190,981 200,570 259,878 208,719 274,570 317,380 17,986 23,039 28,531 23,710 25,000 33,825 2,968,576 3,244,317 3,541,745 2,624,382 3,483,108 4,116,534 2,181 2,472 2,800 1,873 2,800 4,000 1,819 1,379 1,300 1,003 1,300 2,100 8,228 9,654 4,807 353 8,700 10,875 351 328 500 15 500 700 1,350 1,987 1,500 326 1,500 1,875 13,929 15,820 10,907 3,570 14,800 19,550 2,759 2,696 4,200 1,864 3,000 6,000 17,936 13,488 18,000 11,389 15,500 20,000 1,601 151 0 0 0 0 1,513 2,824 2,000 1,536 2,500 2,300 25,635 20,673 20,000 16,984 19,000 24,000 49,445 39,833 44,200 31,772 40,000 52,300 296 601 150 0 150 150 68 318 400 0 250 400 364 918 550 0 400 550 48,753 56,078 66,950 52,411 66,950 85,000 0 0 4,000 3,858 4,000 4,500 1,799 1,798 2,400 2,211 2,400 2,500 2,789 2,799 2,800 2,792 2,800 3,500 44,797 50,938 52,000 44,265 52,000 58,000 3,499 3,870 3,500 2,474 3,500 4,375 469 3,900 7,700 6,127 10,782 10,000 102,106 119,383 139,350 114,137 142,432 167,875 89 8 -04 -2017 12:49 PM 101 - GENERAL FUND PUBLIC SAFETY EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- --- --- 2016 -2017 --------------- )(-------- 2017 -2018 - --- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG City Assistance 22,593 257 - 537800 Community Outreach 15,570 TOTAL City Assistance 15,570 Professional Services 3,804 257 - 541300 Other Professional Services 10,056 TOTAL Professional Services 10,058 Fund Charges /Transfers 35,200 257 - 548404 Transfer Out- Capital Project 109,600 TOTAL Fund Charges /Transfers 109,600 Maintenance Services 33,500 257 - 551400 Minor & Other Equip Maint 7,750 257 - 551800 Other maintenance agreement 15,444 257 - 551810 Maintenance Agr. - Radios 9,580 257 - 551900 Construction - Office Spaces 10,151 TOTAL Maintenance Services 42,925 Debt Service 2,000 Rental /Leasing 2,000 257 - 561200 Lease /Purchase Payments 5,618 TOTAL Rental /Leasing 5,618 Operating Equipment 24,000 257 - 571000 Furniture & Fixtures 6,486 257 - 571200 Vehicles & Access. LESS $5,00 3,028 257 - 571300 Computer & Periphe. < $5000 10,534 257 - 571310 Computer Software 250 257 - 571400 Communication Equip LESS $500 7,800 257 - 571600 Police /Fire /Medical Equipment 32,471 257 - 571800 Equipment under $5,000 933 TOTAL Operating Equipment 61,503 Capital Outlay 257 - 581200 Vehicles & Access. Over $5,00 99,346 257 - 581800 Equipment Over $5,000 5,534 TOTAL Capital Outlay 104,880 16,082 22,593 3,804 18,700 20,000 16,082 22,593 3,804 18,700 20,000 13,680 35,200 32,696 35,200 33,500 13,680 35,200 32,696 35,200 33,500 152,268 0 0 0 0 152,268 0 0 0 0 3,776 2,000 773 2,000 2,500 16,792 20,000 15,596 20,000 24,000 11,700 13,000 5,480 13,000 14,000 13,293 13,500 2,219 13,500 15,000 45,562 48,500 24,068 48,500 55,500 15,916 16,890 11,965 16,890 23,500 15,916 16,890 11,965 16,890 23,500 13,376 7,000 1,208 7,000 15,000 8,092 9,900 5,457 9,900 7,000 15,000 6,500 3,937 6,500 13,500 824 3,400 53 3,400 5,800 2,000 7,000 5,581 7,000 8,000 33,038 32,800 12,713 32,800 41,000 4,498 14,025 10,880 15,225 15,000 76,827 80,625 39,830 81,825 105,300 0 37,500 37,500 37,500 90,000 0 7,000 6,800 7,000 7,000 0 44,500 44,300 44,500 97,000 TOTAL FIRE RESCUE 3,484,574 3,740,607 3,985,060 2,930,525 3,926,355 4,691,609 90 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 department issues permits and performs inspections in accordance with adopted codes and ordinances to ensure the health, safety and welfare of the community. Staff works closely with contractors, builders, developers, citizens and other City Departments to assist in creating an attractive and safe community. GOALS AND OBJECTIVES • Continue to improve department processes to expedite the plan review and permitting process. • 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 the use of automated technology in permit application and inspection software which will streamline the process and provide the applicant with on -line access to projects. • Promote continuous staff development and cross training to improve efficiency and technical knowledge of staff. • Build stronger partnerships with adjacent municipalities through attendance at quarterly Building official meetings. • Updated applications and created fillable forms to provide improved customer service. a INSPECTIONS ACCOMPLISHMENTS • Introduced the customer service kiosk in the lobby to assist customers with permitting process. • Implemented a new online inspection request system to improve communication with customers. • Implemented the use of Inspection field tablets to provide real -time inspection information to contractors and citizens. • Gained efficiency and reduced staff time by implementing a new property improvement reporting process with Bexar, Comal and Guadalupe County. • Continued the monthly contractor meetings and quarterly meetings with the Greater San Antonio Builders Association (GSABA) to foster partnerships with the building community. • Continued with the contracted inspection service to reduce inspection times for customers from 24 to 48 hour notice required to same day inspections. • Provided a one -on -one residential plan review with builders on an as needed basis. • Continued with weekly department meeting to include all Planning and Community Development staff to foster a team mentality, increase awareness of construction projects and improve communication within the department. • Continued training for staff on state mandated codes such as the 2017 National Electrical Code. • 5 International Code Council (ICC) Certifications were earned by staff members. 92 INSPECTIONS Lei Ztef 1-1 z I I F, f-A Vt I Lei z F -Al we] I T-ATZTI INSPECTIONS 2015-16 2016-17 2017-18 Dir. of Planning & Comm. Dev. 1 1 1- Executive Assistant 1 1 1 Chief Building Official 1 1 1 Plans Examiner 0 0 1 Assistant Chief Inspector 1 1 1 Assistant Inspector 2 2 2 Permit Technician 2 2 2 TOTAL POSITIONS 81 8 9_ 1:34 N Mel N , F-11 Z M4 I Z I Q W-A to] 717TActual 2015-16 2016-17 2017-18 Workload/Output 24 Estimate Budget New Residential Construction 283 360 348 New Commercial Construction 24 29 25 Garage Sale Permits 451 350 400 Reroof Permits 453 525 250 Accessory Building Permits 83 60 60 Deck/Patio/ Permits 85 85 85 93 INSPECTIONS Sign Permits Other Permits Mechanical Permits Electric Permits Plumbing Permits Licenses I MO. IU4i11"1" VZTfo =I - 106 110 110 1,003 1,575 1,250 748 885 800 687 725 700 928 950 950 $1,714,916 $2,925,000 $1,921,117 Median days to complete residential 25 20 15 plan review Median days to complete commercial 45 60 45 plan review 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Bud et Median days to complete residential 25 20 15 plan review Median days to complete commercial 45 60 45 plan review Standard Inspections (i.e. framing) 13,708 15,000 15,000 Re- Inspections 1,724 2,425 2,000 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate I Budget Standard Inspections (i.e. framing) 13,708 15,000 15,000 Re- Inspections 1,724 2,425 2,000 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $470,221 $555,661 $633,629 Supplies 5,640 3,835 4,100 Utility Services 3,791 5,000 5,000 Operations Support 1,267 2,000 2,000 Staff Support 15,052 26,680 28,180 Professional Services 141,369 227,000 100,000 Operating Equipment 2,188 0 5,500 Capital Outlay 0 0 0 Total $639,528 $820,176 $778,409 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will decrease 5.1% from the FY 2016 -17 year end projections. The additional costs associated with hiring a new plans examiner are offset by lower third party inspector usage. 94 B-04-2017 12:49 PM 101 - GENERAL FUND PUBLIC SAFETY EXPENDITURES INSPECTIONS Personnel Services 258 - 511110 Regular 258 - 511120 Overtime 258- 511180 LTD 258 - 511210 Longevity 258 - 511310 FICA - Employer 258 - 511350 TMRS- Employer 258- 511410 Health- Employer 258 - 511500 Workers' Compensation TOTAL Personnel Services Supplies 258 - 521000 Operating Supplies 258 - 521100 Office Supplies 258- 521300 Motor Vehicle Supplies 258 - 521600 Equip Maint Supplies TOTAL Supplies City Support Services Utility Services 258- 533500 Vehicle Fuel TOTAL Utility Services Operations Support 258- 534200 Printing & Binding TOTAL Operations Support Staff Support 258 - 535100 Uniforms 258 - 535300 Memberships 258 - 535400 Publications 258 - 535500 Training /Travel Staff 258- 535510 Meeting Expenses 258 - 535600 Professional Certification TOTAL Staff Support City Assistance 2014 -2015 ACTUAL C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2015 -2016 CURRENT Y -T -D ACTUAL BUDGET ACTUAL PAGE: ----- - - - - -H -- - - - - -- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BURG 347,215 333,100 377,231 286,770 385,694 441,260 4,360 5,661 6,396 8,839 10,000 9,700 1,053 1,015 1,169 967 1,196 1,368 5,428 6,506 7,508 7,468 8,268 7,252 27,145 25,651 29,913 22,567 30,627 35,037 57,169 56,215 62,621 51,439 64,117 73,348 42,305 40,411 55,074 45,017 54,359 63,841 860 1,662 1,502 1,248 1,400 1,823 485,535 470,221 541,414 424,315 555,661 633,629 570 456 1,135 1,069 1,135 1,400 1,951 2,056 2,000 1,195 2,000 2,000 0 0 200 0 200 200 50 3,128 500 0 500 500 2,571 5,640 3,835 2,263 3,835 4,100 4,287 3,791 5,000 2,227 5,000 5,000 4,287 3,791 5,000 2,227 5,000 5,000 1,850 1,267 2,000 1,516 2,000 2,000 1,850 1,267 2,000 1,516 2,000 2,000 1,847 3,075 5,360 1,623 5,360 5,360 265 280 745 84 745 745 2,075 1,636 2,100 300 2,100 2,100 3,646 6,613 13,900 7,707 13,900 15,025 2,910 3,200 3,000 1,594 3,000 3,000 244 249 1,575 838 1,575 1,950 10,986 15,052 26,680 12,146 26,680 28,180 95 B-04-2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 PUBLIC SAFETY EXPENDITURES (----- - --- --- -- 2016 -2017 --------------- -------- 2017 -2018 - - -- - 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Professional Services 258- 541300 Other Consl /Prof Services 33,946 141,369 60,000 147,175 227,000 100,000 TOTAL Professional Services 33,946 141,369 60,000 147,175 227,000 100,000 Maintenance Services Rental /Leasing Operating Equipment 258 - 571000 Furniture & Fixtures 668 2,188 0 0 0 5,500 TOTAL Operating Equipment 668 2,188 0 0 0 5,500 Capital Outlay 258 - 581200 Vehicles & Access. Over $5,00 20,436 0 0 0 0 0 TOTAL Capital Outlay 20,436 0 0 0 0 0 TOTAL INSPECTIONS 560,278 639,528 638,929 589,643 820,176 778,409 0 DEPARTMENT: MARSHAL'S OFFICE DIVISION: 259 WARRANTS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Marshal's Office was created October 1, 2008. Through this act, the Marshal's Office has the authority to arrest violators of the city and state laws, and to enforce city ordinances and court orders. The deputies and code enforcement officers can issue citations for violations. The department's sworn personnel are recognized as Law Enforcement Officers by the State of Texas and the Texas Commission on Law Enforcement. The Marshal's Office is comprised of the Warrant Division, Environmental Health Division, and Animal Services Division. The Marshal's Office is staffed by a City Marshal, three deputies assigned to warrants and court security, and an administrative assistant. GOALS AND OBJECTIVES • To provide effective security for the Judiciary, Court personnel, and visitors to the court. • To train deputies to perform their tasks /duties entrusted to them in a safe and effective manner. • To be effective through communication and cooperation with other City departments, and with Local, State, and Federal agencies. • To promote the integrity of the Marshal's Office and its personnel. • The Warrant division diligently provides for the safety and security of the Court, Judges and staff; executes warrants of arrest, subpoenas, summons and other legal process. The Deputies will relentlessly pursue and bring to justice those persons with outstanding warrants in order to ensure compliance and accountability. M MARSHAL'S OFFICE ORGANIZATIONAL CHART MARSHAL'S OFFICE 2015 -16 2016 -17 2017 -18 Marshal 1 1 1 Deputy Marshal Lieutenant 1 1 1 Deputy Marshal Corporal 1 1 1 Deputy Marshal 1 1 1 Administrative Assistant 1 1 1 Total Personnel 5 5 5 COMMISSIONS 2015 -16 2016 -17 2017 -18 Marshal's Office 4 4 4 TOTAL COMMISSIONS 4 4 4 PERFORMANCE INDICATORS 98 MARSHAL'S OFFICE Warrants Issued Warrants Cleared 2,587 2,500 2,500 3,492 3,100 3,100 2015 -16 2016 -17 2017 -18 Workload Actual Estimate Budget Warrants Issued Warrants Cleared 2,587 2,500 2,500 3,492 3,100 3,100 Personnel Supplies Utility Services Operations Support Staff Support City Assistance Maintenance Services Operating Equipment Capital Outlay Total PROGRAM JUSTIFICATION AND ANALYSIS $612,060 $460,792 $451,997 4,548 2015 -16 1 2016 -17 2017 -18 Budget Actual I Estimate Budget Personnel Supplies Utility Services Operations Support Staff Support City Assistance Maintenance Services Operating Equipment Capital Outlay Total PROGRAM JUSTIFICATION AND ANALYSIS $612,060 $460,792 $451,997 4,548 3,050 3,475 6,946 6,800 8,500 1,504 800 1,000 10,817 11,650 11,900 1,423 1,250 3,750 17,184 4,700 5,100 13,733 4,227 4,750 62,950 16,200 0 $731,166 $509,469 $490,472 The FY 2017 -18 Budget will decrease 3.7% from the FY 2016 -17 year end projections. FY 2016 -17 had $16,200 in capital expenses related to purchasing in car cameras for the marshals' vehicles. With no budgeted capital expenditures in FY 2017 -18 the overall budget was reduced. .. B-04-2017 12:49 PM 101 - GENERAL. FUND PUBLIC SAFETY EXPENDITURES MARSHAL'S OFFICE Personnel Services 259 - 511110 Regular 259 - 511120 Overtime 259 - 511180 LTD 259- 511210 Longevity 259 - 511220 Clothing Allowance 259- 511230 Certification Allowance 259 - 511310 FICA - Employer 259 - 511350 'TMRS- Employer 259 - 511410 Health - Employer 259- 511500 Worker' Compensation TOTAL Personnel Services Supplies 259 - 521000 Operating Supplies 259 - 521100 Office Supplies 259 - 521300 Motor Vehicle Supplies 259 - 521600 Equip Maint Supplies TOTAL Supplies Utility Services 259 - 533500 Vehicle Fuel TOTAL Utility Services Operations Support 259 - 534200 Printing & Binding TOTAL Operations Support Staff Support 259 - 535100 Uniforms 259- 535200 AWARDS 259 - 535300 Memberships 259 - 535400 Publications 259 - 535500 Training /Travel 259 - 535510 Meeting Expenses TOTAL Staff Support City Assistance 259 - 537800 Community Outreach TOTAL City Assistance C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 t--- -- ------- -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- ? {-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 401,614 429,513 311,877 227,999 313,936 316,548 1,657 2,704 1,476 979 2,300 1,455 1,289 1,376 967 806 1,200 981 14,457 10,616 10,353 11,369 15,000 6,423 5,780 6,715 4,093 3,262 4,262 4,035 3,460 3,310 2,686 2,270 3,200 2,900 32,272 33,912 25,269 18,108 25,578 25,334 68,438 72,736 52,901 41,835 53,546 53,037 48,162 46,531 34,421 31,793 37,570 36,481 3,396 4,646 4,727 3,928 4,200 4,803 580,527 612,060 448,770 342,348 460,792 451,997 972 1,874 600 167 600 550 835 1,467 1,000 418 700 800 1,304 1,207 1,750 1,007 1,750 2,000 0 0 0 0 0 125 3,111 4,548 3,350 1,593 3,050 3,475 8,419 6,946 10,000 4,129 6,800 8,500 8,419 6,946 10,000 4,129 6,800 8,500 1,087 1,504 1,000 275 800 1,000 1,087 1,504 1,000 275 800 1,000 2,218 1,724 1,850 935 1,850 1,200 90 0 200 0 150 200 1,115 630 900 80 900 900 0 64 150 0 100 150 6,028 8,318 9,290 3,586 8,500 9,200 82 81 150 107 150 250 9,532 10,817 12,540 4,708 11,650 11,900 980 1,423 1,250 0 1,250 3,750 980 1,423 1,250 0 1,250 3,750 100 8 -04-2017 12:49 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JUNE 30TH, 2017 PUBLIC SAFETY EXPENDITURES -------------- 2016-2017 -------------- - ?f--- - - - -- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Professional Services Maintenance Services 259-551700 Abatement/Lot Cleaning 4,047 12,928 0 0 0 0 259-551800 Other Maintenance Agreements 1,951 1,656 2,200 0 2,200 2,500 259-551810 Maintenance Agr. - Radios 2,200 2,600 2,500 1,200 2,500 2,600 TOTAL Maintenance Services 8,198 17,184 4,700 1,200 4,700 5,100 Operating Equipment 259-571000 Furniture & Fixtures < $5,000 1,275 1,038 0 0 0 950 259-571200 Vehicles & Access. > $5,000 0 2,243 0 0 0 0 259-571300 Computer & Periphe. < $5,000 5,922 0 0 0 0 0 259-571800 Equipment Less $5,000 7,775 10,452 4,227 2,081 4,227 3,800 TOTAL Operating Equipment 14,972 13,733 4,227 2,081 4,227 4,750 Capital Outlay 259-581200 Vehicles & Access. Over $5,00 0 62,950 0 0 0 0 259-581800 Equipment Over $5,000 0 0 18,000 15,403 16,200 0 TOTAL Capital Outlay 0 62,950 18r000 15,403 16,200 0 TOTAL MARSHAL'S OFFICE 626,825 731,166 503,837 371,736 509,469 490,472 TOTAL PUBLIC SAFETY 10,532,779 11,408,446 12,209,393 9,109,898 12,250,056 13,475,602 101 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 102 DEPARTMENT: PUBLIC WORKS DIVISION: 359 STREETS FUND: 101 GENERAL FUND GOALS AND OBJECTIVES • Apply preventative maintenance strategies to extend the life of City streets and reduce unscheduled maintenance. • Plan, design, construct, operate, and maintain traffic functions, traffic control devices, street resurfacing and rehabilitation, street lights, street signs, street sweeping, and crosswalk signals. • Emphasize safety to our employees to reduce preventable accidents. • Provide traffic counts and speed information on specific streets as requested. • Design and prepare street maintenance plans, pothole patching, and sidewalk construction. DEPARTMENT DESCRIPTION The Street Department provides high quality service in design, construction, and renovation of streets and continues to perform services in a customer service first manner to meet the needs of the citizens. Provides safe and efficient movement of the people and goods through a well- designed, operated, and maintained transportation network. Evaluates affordability and efficiency options for providing street maintenance services. Chipping service is provided as requested by the residents. The Street Division assists other departments as needed. 103 PUBLIC WORKS- STREETS STREETS 2015 -16 2016 -17 2017 -18 Public Works Manager Streets/Drainage 1 1 1 Street Supervisor 1 1 1 Foreman 1 1 1 Street Worker II 3 3 3 Street Worker II /Swee er Operator 1 1 1 Street Sweeper Operator 1 1 1 Street Worker I 6 6 6 TOTAL POSITIONS 1 141 14 14 »c»M ZI 6 /_1Z us] :81L1 111 DUN to] Street Sweeping hours 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Street Sweeping hours 2,127 2,150 2,200 Number of signs produced 768 800 850 Quantity of asphalt purchased (tons) 360 132 300 Special projects (Hours) 244 500 625 Street centerline miles 154 160 169 Annual cost to operate street sweepers (operators and fuel) Cost per ton of asphalt Approved daily budget expenditures for operation 104 114,000 116,000 55 48 3,210 3,107 M M1 2015 -16 2016 -17 2017 -18 Efficient Actual Estimate Budget Annual cost to operate street sweepers (operators and fuel) Cost per ton of asphalt Approved daily budget expenditures for operation 104 114,000 116,000 55 48 3,210 3,107 M M1 PUBLIC WORKS- STREETS Hours spent on roadway maintenance Hours spent on traffic control device maintenance and repair 4,712 4,358 4,600 929 1,056 1,100 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Hours spent on roadway maintenance Hours spent on traffic control device maintenance and repair 4,712 4,358 4,600 929 1,056 1,100 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $666,993 Supplies 6,060 Utility Services 151,241 Staff Support 10,265 Professional Services 39,417 Maintenance Services 95,089 Rental /Leasing 0 Operating Equipment 38,261 Capital Outlay 65,625 Total $1,072,952 PROGRAM JUSTIFICATION AND ANALYSIS $722,500 92,350 149,200 11,950 81,417 40,000 4,000 12,201 137,824 $1,251,442 $783,442 66,850 149,200 11,250 15,750 85,000 4,000 15,300 222,400 $1,353,192 The FY 2017 -18 Budget will increase 8.1% from the FY 2017 -18 year end estimate. This increase will be to purchase additional capital equipment including a dump truck, a forklift, a welder, as well as a replacement work truck. Personnel will also increase with the expectation of lower turnover. 105 B -04 -2017 12:49 PM 101 - GENERAL FUND PUBLIC ENVIRONMENT EXPENDITURES STREETS Personnel Services 359- 511110 Regular 359 - 511120 Overtime 359- 511180 LTD 359 - 511210 Longevity 359 - 511230 Certification Allowance 359 - 511310 FICA - Employer 359 - 511350 TMRS - Employer 359 - 511410 Health- Employer 359 - 511500 Workers' Compensation TOTAL Personnel Services Supplies 359 - 521000 Operating Supplies 359 - 521050 Operating Supplies- Street Sig 359 - 521055 Operating Supplies- StreetMain 359 - 521100 Office Supplies 359- 521200 Medical /Chem Supplies 359- 521300 Motor Veh. Supplies TOTAL Supplies City Support Services Utility Services 359 - 533200 Electric Utility Service 359 - 533410 Water Utility Service 359 - 533500 Vehicle Fuel TOTAL Utility Services Operations Support Staff Support 359 - 535100 Uniforms 359- 535200 Awards 359 - 535300 Memberships 359 - 535500 Training /Travel 359 - 535510 Meeting Expenses 359 - 535600 Professional Certification TOTAL Staff Support C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 459,732 440,162 483,527 347,910 470,470 507,834 8,330 6,342 4,822 4,105 9,000 4,753 1,384 1,394 1,499 1,175 1,458 1,574 11,486 13,091 14,465 13,638 16,500 16,274 3,015 2,405 2,066 1,719 2,239 2,037 36,952 35,157 38,317 28,021 37,890 40,333 78,405 74,768 80,726 61,733 79,321 64,945 80,269 73,869 93,728 70,769 86,778 102,145 14,2B9 19,805 22,675 18,844 18,844 23,547 693,862 666,993 741,825 547,914 722,500 783,442 2,809 3,476 3,750 2,462 3,750 3,750 0 0 20,000 30,324 45,000 20,000 0 0 63,300 13,603 40,000 40,000 292 154 300 141 300 300 1,566 799 1,000 342 1,000 1,000 949 1,630 2,100 1,799 2,300 1,800 5,617 6,060 90,450 48,671 92,350 66,850 86,629 116,140 118,000 64,512 118,000 118,000 923 1,271 1,200 341 1,200 1,200 35,550 33,830 30,000 24,707 30,000 30,000 123,101 151,241 149,200 89,560 149,200 149,200 7,488 8,375 9,200 7,347 9,200 8,500 82 82 100 0 100 100 0 0 150 0 150 150 2,616 1,306 1,500 1,338 1,500 1,500 594 503 600 513 600 600 245 0 400 177 400 400 11,026 10,265 11,950 9,375 11,950 11,250 106 B-04-2017 12:49 PM 1,792 C I T Y 0 F S C H E R T Z 2,000 0 PAGE: 0 359-551400 Minor & Other Equip Maint PROPOSED BUDGET WORKSHEET 1,747 0 267) 101-GENERAL FUND 0 AS OF: JUNE 30TH, 2017 84,674 91,308 is PUBLIC ENVIRONMENT 40,000 85,000 TOTAL Maintenance Services 88,670 95,089 EXPENDITURES 38,501 -------------- 2016-2017 --------------- 85,000 -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG City Assistance 359-561100 Rental-Equipment 175 0 5,200 Professional Services 4,000 4,000 TOTAL Rental/Leasing 175 0 359-541310 Contractual Services 29,975 39,417 31,950 5,038 81,417 15,750 359-571000 Furniture & Fixtures TOTAL Professional Services 29,975 39,417 31,950 5,038 81,417 15,750 Maintenance Services 359-551100 Building Maintenance 1,792 2r035 2,000 0 0 0 359-551400 Minor & Other Equip Maint 2,204 1,747 0 267) 0 0 359-551600 Outsourced Street Maintenance 84,674 91,308 40,000 38,769 40,000 85,000 TOTAL Maintenance Services 88,670 95,089 42,000 38,501 40r000 85,000 Debt Service Rental/Leasing 359-561100 Rental-Equipment 175 0 5,200 1,756 4,000 4,000 TOTAL Rental/Leasing 175 0 5,200 1,756 4,000 4,000 Operating Equipment 359-571000 Furniture & Fixtures 238 214 300 254 300 300 359-571200 Vehicles & Access under $5,00 0 21,140 0 0 0 8,000 359-571750 Street Crossing Minor Imprvmn 0 0 11,901 2,416 11,901 0 359-571800 Equipment under $5,000 0 16,907 0 0 0 7,000 TOTAL Operating Equipment 238 38,261 12,201 2,671 12,201 15,3 Capital Outlay 359-581200 Vehicles & Access. Over $5,00 25,985 65,625 30,000 27,884 27,884 170,000 359-581750 Street Crossing Improvements 0 0 85,631 84,534 84,534 0 359-581800 Equipment over $5,000 0 0 27,000 25,406 25,406 52,400 TOTAL Capital Outlay 25,985 65,625 142,631 137,824 137,824 222,4 TOTAL STREETS 978,649 1,072,952 1,227,407 881,309 1,251,442 1,353,192 TOTAL PUBLIC ENVIRONMENT 978,649 1,072,952 1,227,407 881,309 1,251,442 1,353,192 107 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK M. FUND: 101 GENERAL FUND VISION STATEMENT Through the provision of exceptional parks and recreational facilities, enhance the quality of life, nurture health and well- being, promote a sense of community and kinship, and contribute life -long learning, leisure, and recreational opportunities for the residents of the City of Schertz. MISSION STATEMENT Provide safe, enjoyable, and attractive parks and facilities; provide diverse programs and responsive services to residents of all ages; preserve, protect and enhance our open spaces; and, provide park development that will enhance health, happiness, and morale accomplished through pride of ownership, forward thinking, and commitment to excellence in customer service. 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. • Continue to expand our internal, recreation services program through our Music & Movies in the Park series, restructuring of our established special events, and introduction of more adult- oriented sports opportunities. 109 PARKS, RECREATION AND COMMUNITY SERVICES • 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). The Parks, Recreation, and Community Services department oversees the maintenance and management of approximately 400 acres of park land, to include the maintenance of municipal facilities, creek ways, swimming pools, graffiti removal, 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 supports seasonal special events. The Director of Parks, Recreation, and Community Services oversees the budgets for Parks, Swimming Pools, Tree Mitigation, and Parkland Dedication. In addition, the Director oversees and manages the contracts with the YMCA of Greater San Antonio for the Recreation Center staffing /programming, the Senior Center staffing /programming, the outdoor pools at Pickrell and Wendy Swan Parks staffing /programming, as well as, the Schertz Aquatic Center staffing /programming. ORGANIZATIONAL CHART M PARKS, RECREATION AND COMMUNITY SERVICES PARKS, RECREATION & COMMUNITY SERVICES 2015 -16 2016 -17 2017 -18 Director of Parks, Recreation & Community Services 1 1 1 Assistant Director 1 1 1 Senior Administrative Assistant 1 1 1 Recreation Coordinator 0 0 0 Park Maintenance Crew Leader 1 1 1 Park Worker 1 4 4 4 Seasonal Park Workers 2 2 2 TOTAL POSITIONS 10 10 10 �. �. Total Acres of Park Land Managed Total Acres of Park Land Managed Per FTE Routine Park Maintenance Hours (net) 379.05 2015 -16 2016 -17 2017 -18 Workload/Outputs Actual Estimate Budge Total Acres of Park Land Managed Total Acres of Park Land Managed Per FTE Routine Park Maintenance Hours (net) 379.05 394.35 410.35 75.81 78.87 58.62 9,337.5 7,830 12,694 Acres of Contractual Mowing 25.38 25.38 164.97 Acres of Athletic Association Maintenance 49 49 49 Hours of Community restitution/Volunteer Service 1,115 950 1,200 Hours of Athletic Association Service 2015 -16 2016 -17 2017 -18 Efficient Actual Estimate Budget Acres of Contractual Mowing 25.38 25.38 164.97 Acres of Athletic Association Maintenance 49 49 49 Hours of Community restitution/Volunteer Service 1,115 950 1,200 Hours of Athletic Association Service Cost Benefit for Athletic Association Field Maintenance Cost Benefit for Community Restitution /Volunteer Hours 1111 $450,000 $550,000 $22,476 $19,142 $550,000 $24,180 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Bud et Cost Benefit for Athletic Association Field Maintenance Cost Benefit for Community Restitution /Volunteer Hours 1111 $450,000 $550,000 $22,476 $19,142 $550,000 $24,180 PARKS, RECREATION AND COMMUNITY SERVICES Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $471,271 $493,729 $527,797 Supplies 39,259 38,905 44,550 City Support Services 5,200 11,000 0 Utility Services 209,642 190,950 222,000 Operations Support 643 2,000 1,000 Staff Support 6,136 11,450 9,850 Professional Services 68,769 88,000 137,500 Maintenance Services 14,722 38,000 38,000 Rental /Leasing 36,320 41,600 29,675 Operating Equipment 4,629 16,000 10,100 Capital Outlay 27,841 10,000 71,000 Total $884,432 $941,634 $1,091,472 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 15.9% from the FY 2016 -17 year end estimate. In FY 2017 -18, the City will contract out mowing of parks and city facilities for $50,000 to enable Parks staff to perform deferred maintenance on park facilities around the city. Also included in the budget is a capital purchase to replace the skid -steer loader. Personnel expenses are also expected to increase with the anticipation of reduced turnover. "Pa B -04 -2017 12:49 PM 101 - GENERAL FUND PARKS & RECREATION EXPENDITURES PARKS Personnel Services 460 - 511110 Regular 460- 511120 Overtime 460 - 511180 LTD 460- 511210 Longevity 460 - 511230 Certification Allowance 460 - 511310 FICA - Employer 460 - 511350 TMRS- Employer 460- 511410 Health - Employer 460 - 511500 Workers' Compensation TOTAL Personnel Services Supplies 460 - 521000 Operating Supplies 460- 521100 Office Supplies 460 - 521200 Medical /Chem Supplies 460- 521300 Motor Vehicle Supplies 460 - 521400 Plumbing Supplies TOTAL Supplies City Support Services 460 - 532800 Special Events TOTAL City Support Services Utility Services 460 - 533100 Gas Utility Service 460- 533200 Electric Utility Service 460 - 533310 Telephone /Cell Phones 460- 533410 Water Utility Service 460 - 533500 Vehicle Fuel TOTAL Utility Services Operations Support 460 - 534100 Advertising 460 - 534200 Printing & Binding TOTAL Operations Support Staff Support 460- 535100 Uniforms 460 - 535300 Memberships 460- 535500 Training /Travel 460 - 535510 Meeting Expenses TOTAL Staff Support C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 305,332 317,116 336,167 240,391 324,996 347,526 14,898 13,816 14,268 9,536 14,268 14,065 865 975 1,053 612 1,007 1,005 9,160 10,383 11,402 12,901 15,500 7,330 8,055 7,093 12,989 2,562 3,970 12,804 24,710 25,626 30,726 18,898 27,096 29,185 50,895 53,462 60,454 44,430 56,724 57,284 37,317 37,409 49,910 37,662 45,203 52,897 4,357 5,390 5,974 4,965 4,965 5,701 455,588 471,271 522,943 372,157 493,729 527,797 34,045 32,438 32,000 25,177 31,000 35,000 399 1,880 550 300 550 550 6,809 1,555 2,355 1,288 2,355 4,000 0 0 0 0 0 1,000 3,873 3,385 4,000 127 5,000 4,000 45,127 39,259 38,905 26,892 38,905 44,550 0 5,200 11,500 8,453 11,000 0 0 5,200 11,500 8,453 11,000 0 262 718 0 692 850 0 69,776 77,174 70,000 50,391 70,000 76,000 35 0 50 0 100 0 112,517 123,008 92,200 90,887 111,000 136,000 9,605 8,743 9,000 6,014 9,000 10,000 192,195 209,642 171,250 147,984 190,950 222,000 876 606 700 1,673 2,000 1,000 0 37 0 0 0 0 876 643 700 1,673 2,000 1,000 4,488 4,076 6,175 5,546 6,500 4,500 611 922 1,250 341 1,250 1,350 3,187 1,138 3,200 2,984 3,700 3,500 0 0 0 0 0 500 8,286 6,136 10,625 8,871 11,450 9,850 113 B-04-2017 12:49 PM 101 - GENERAL FUND PARKS & RECREATION EXPENDITURES City Assistance Professional Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL 460- 541300 Other Consl /Prof Services 740 460- 541310 Contract Services 33,991 TOTAL Professional Services 34,731 Maintenance Services 58,872 460 - 551100 Building Maintenance 3,577 460 - 551400 Minor & Other Equip Maint 1,252 460 - 551616 Veteran *s Memorial Maint. 516 460 - 551710 Landscaping 11,090 TOTAL Maintenance Services 16,435 Rental /Leasing 2,000 460- 561100 Rental - Equipment 0 460- 561200 Lease Payments - Principal 31,875 460- 561200.Lease Payments - Interest 5,171 TOTAL Rental /Leasing 37,046 Operating Equipment 7,000 460- 571200 Vehiles & Acess under $5,000 0 460- 571800 Equipment under $5,000 2,074 TOTAL Operating Equipment 2,074 Capital Outlay 16,061 460- 581200 Vehicles & Access. Over $5,00 54,135 460 - 581800 Equipment Over $5,000 5,660 TOTAL Capital Outlay 59,795 TOTAL PARKS PAGE: ---------- )(-------- 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 544 1,000 1,420 5,000 6,000 68,225 81,500 58,872 83,000 131,500 68,769 82,500 60,292 88,000 137,500 1,651 2,000 250 2,000 2,000 274 2,000 1,910 4,000 4,000 0 7,000 0 7,000 7,000 12,797 15,000 13,900 25,000 25,000 14,722 26,000 16,061 38,000 38,000 90 2,000 908 2,000 2,000 33,175 39,600 27,172 39,600 27,675 3,055 0 0 0 0 36,320 41,600 28,681 41,600 29,675 2,694 0 0 0 0 1,935 16,000 12,555 16,000 10,100 4,629 16,000 12,555 16,000 10,100 27,841 0 0 0 0 0 10,000 0 10,000 71,000 27,841 10,000 0 10,000 71,000 852,153 884,432 "L( 932,023 683,018 941,634 1,091,472 DEPARTMENT: PARKS, RECREATION, AND COMMUNITY SERVICES DIVISION: 463 POOLS FUND: 101 GENERAL FUND VISION STATEMENT Provide and maintain a well- managed and safe environment for aquatic recreation for the citizens of the City of Schertz. In addition, provide a system of instruction in aquatic safety, recreational swimming, and physical fitness managed by the YMCA of Greater San Antonio. MISSION STATEMENT Provide safe, enjoyable, and attractive pool facilities with safe and diverse aquatic recreational programs that enhance the health and well -being of the residents of Schertz. In addition, accommodate the needs of our citizens through quality aquatic recreational programming in both indoor and outdoor environments. 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 Aquatic Center in order to expand the availability of recreational and health /well being programming and provide year -round access to same. 174J_1A0iyy14i kdDI* QNIaI[Q',! 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 Aquatic Center. Provide citizen input and 115 POOL communication venues utilizing the Parks and Recreation Advisory Board, surveys, and community meetings. ORGANIZATIONAL CHART PERFORMANCE INDICATORS Revenue per year Days open per year In -House Pool Renovation Hours Daily Admissions Wendy Swan Pool Daily Attendees Wendy Swan Pool Daily Admissions Pickrell Pool Daily Attendees Pickrell Pool Season Pool Pass Sales $25,418 2015 -16 2016 -17 2017 -18 Workload/Outputs Actual Estimate Budget Revenue per year Days open per year In -House Pool Renovation Hours Daily Admissions Wendy Swan Pool Daily Attendees Wendy Swan Pool Daily Admissions Pickrell Pool Daily Attendees Pickrell Pool Season Pool Pass Sales $25,418 $28,718 $28,500 67 65 65 6 390 33 $5,045 $4,800 $4,800 3,591 3,250 3,250 $14,863 $15,165 $15,165 8,576 8,750 8,750 $5,510 $4,950 $4,950 Cost per resident for Pool Operations $8.13 $22.93* $22.93 *Cost per resident with the new Schertz Aquatic Center 116 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Budget Cost per resident for Pool Operations $8.13 $22.93* $22.93 *Cost per resident with the new Schertz Aquatic Center 116 POOL Supplies 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Supplies $19,928 $25,100 $21,100 Utility Services 14,979 29,500 21,000 Professional Services 0 3800 0 Maintenance Services 184,105 594,877 651,878 Operating Equipment 212 0 0 Total $299,224 $653,277 $693,978 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 6.2% from the FY 2016 -17 year end estimate with the new aquatics center being open year round. INN 8 -04 -2017 12:49 PM 101 - GENERAL FUND PARKS & RECREATION EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG SWIM POOL Personnel Services Supplies 463 - 521000 Operating Supplies 4,609 4,323 7,500 4,970 7,500 3,500 463 - 521200 Chem /Med /Lab Supplies 14,072 14,985 17,000 9,178 17,000 17,000 463- 521600 Equip Maint Supplies 516 620 600 434 600 600 TOTAL Supplies 19,197 19,928 25,100 14,582 25,100 21,100 City Support Services Utility Services 463- 533200 Electric Utility Service 14,108 8,390 14,500 4,017 16,000 14,500 463- 533410 Water Utility Service 5,918 6,589 12,500 11,190 13,500 6,500 TOTAL Utility Services 20,027 14,979 27,000 15,208 29,500 21,000 Operations Support Staff Support Professional Services 463 - 541300 Other Consl /Prof Services 0 0 3,800 3,633 3,800 0 TOTAL Professional Services 0 0 3,800 3,633 3,800 0 Maintenance Services 463 - 551400 Minor & Other Equip Maint 9,153 4,228 11,000 6,380 7,000 7,000 463 - 551700 Contract Maintenance 179,877 179,877 625,578 200,000 539,877 644,878 463 - 551710 Landscaping 0 0 25,500 24,935 48,000 0 TOTAL Maintenance Services 189,030 184,105 662,078 231,315 594,877 651,878 Rental /Leasing Operating Equipment 463 - 571000 Furniture & Fixtures 0 212 0 0 0 0 TOTAL Operating Equipment 0 212 0 0 0 0 Capital Outlay TOTAL SWIM POOL 228,254 219,224 717,978 264,737 653,277 693,978 118 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 customers can gather for social or cultural activities, as well as a centrally located venue for businesses and other organizations to hold meetings, training, and /or other specialized events. This department handles all aspects of event rental, and in cooperation with other department's plans, coordinates and executes each event from start to finish (initial deposit to event feedback). GOALS AND OBJECTIVES • Promotes community involvement by attracting public events such as fundraisers, tradeshows /conventions, and performing arts events. • Promotes high quality of life for residents and other customers by providing an affordable, friendly, and safe gathering place for special events. • Promotes relationships with surrounding cities, organizations, and citizens by offering audio /video capabilities and attractive, flexible and diverse use of venue space through upgrades in technology and building improvements. 119 EVENT FACILITIES ei Ztey 1i I I F, f-A Vt I Lei ME ME ME M, EVENT FACILITIES 2015 -16 2016 -17 2017 -18 Civic and Community Centers Coordinator 1 1 1 TOTAL POSITIONS 1 1 1 PERFORMANCE INDICATORS Number of events held Number of events cancelled Number of facility tours 1,038 1,100 1,200 87 80 80 200 300 350 2015 -16 2016 -17 1 2017 -18 Workload /Output Actual Estimate I Budget Number of events held Number of events cancelled Number of facility tours 1,038 1,100 1,200 87 80 80 200 300 350 Percentage Revenue to Non - Revenue 2015 -16 2016 -17 1 2017 -18 Effectiveness Actual Estimate I Budget Percentage Revenue to Non - Revenue 79% 92% 85% event Tradeshows /conventions 13 23 25 Avg. Customer satisfaction Rating 95% 91% 95% (Survey Results) Overall Satisfaction Rating 120 EVENT FACILITIES Personnel Services Supplies Utility Services Operations Support Staff Support Professional Services Operating Equipment Total PROGRAM JUSTIFICATION AND ANALYSIS $54,523 $59,739 $60,584 9,299 2015 -16 2016 -17 1 2017 -18 Budget Actual Estimate I Budget Personnel Services Supplies Utility Services Operations Support Staff Support Professional Services Operating Equipment Total PROGRAM JUSTIFICATION AND ANALYSIS $54,523 $59,739 $60,584 9,299 8,200 4,500 49,865 51,500 52,600 3,964 9,900 10,700 893 2,170 2,090 0 0 0 14,941 29,024 21,500 $133,485 $160,533 $151,974 The FY 2017 -18 Budget will decrease 5.3% from the FY 2016 -17 year end estimate due to a reduced need for operating equipment. 121 8 -04 -2017 12:49 PM 101 - GENERAL FUND PARKS & RECREATION EXPENDITURES EVENT FACILITIES Personnel Services 464 - 511110 Regular 464 - 511120 Overtime 464 - 511180 LTD 464 - 511210 Longevity 464- 511310 FICA - Employer 464 - 511350 TMRS- Employer 464 - 511410 Health - Employer 464- 511500 Workers, Compensation TOTAL Personnel Services Supplies 464 - 521000 Operating Supplies 464 - 521050 Ancillary Products 464- 521100 Office Supplies TOTAL Supplies Utility Services 464- 533100 Gas Utility Service 464 - 533200 Electric Utility Service 464 - 533330 Telephone /Internet 464 - 533410 Water Utility Service TOTAL Utility Services Operations Support 464 - 534100 Advertising 464- 534200 Printing & Binding 464 - 534550 Business Meetings /Networking TOTAL Operations Support Staff Support 464- 535100 Uniforms 464 - 535300 Memberships 464 - 535500 Training /Travel 464 - 535510 Meeting Expenses TOTAL Staff Support Professional Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 39,728 42,331 41,840 31,212 41,795 42,080 0 0 0 353 500 582 101 110 130 102 200 130 830 20 140 140 400 260 3,112 3,219 3,211 2,411 3,231 3,283 6,593 6,853 6,723 5,339 6,764 6,873 193 1,915 6,884 5,610 6,749 7,296 61 73 78 65 100 80 50,618 54,523 59,006 45,231 59,739 60,584 2,377 2,462 5,000 501 5,000 4,000 9,792 6,512 9,500 1,900 2,800 0 326 324 500 174 400 500 12,496 9,299 15,000 2,575 8,200 4,500 594 693 750 553 750 850 43,632 42,533 44,000 22,081 43,000 44,000 2,268 2,106 2,500 1,744 2,350 2,350 4,377 4,532 4,500 3,174 5,400 5,400 50,870 49,865 51,750 27,551 51,500 52,600 15,299 3,774 8,000 4,705 8,000 7,500 32 190 2,900 198 1,900 3,000 0 0 0 0 0 200 15,331 3,964 10,900 4,903 9,900 10,700 78 53 50 0 50 55 183 290 330 297 400 275 1,149 550 1,500 982 1,500 1,760 258 0 300 27 220 0 1,667 893 2,180 1,305 2,170 2,090 "Na 8-04-2017 12:49 PM 101-GENERAL FUND PARKS & RECREATION EXPENDITURES C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 ( -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Maintenance Services Rental/Leasing Operating Equipment 464-571000 Furniture and Fixtures < $500 319 0 5,600 2,772 9,244 1,500 464-571401 Audio/Visual Equipment 348 4,613 0 0 0 0 464-571500 Operating Equipment <$5,000 6,264 10,329 9,780 899 9,780 10,000 464-571550 Capital Recovery Equipment 0 0 10,000 0 10,000 10,000 TOTAL Operating Equipment 6,932 14,941 25,380 3,671 29,024 21,500 Capital Outlay TOTAL EVENT FACILITIES 137,913 133,485 164,216 85,236 160,533 151,974 123 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK IPZ,I • • i W 1 affli ilk 1 a DEPARTMENT DESCRIPTION The Schertz Public Library: • Supports life -long learning, literacy and recreation by developing and maintaining a wide variety of library materials in print, audiovisual and digital formats for users of all ages; • Encourages the love of reading and learning by providing story time and special event programs for infants, children and teens, as well as winter and summer reading programs; • Enriches the lives of adults by providing instructional and recreational programming in high- interest areas such as computers and computer software, e- readers, 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. The Library's overall operation most closely aligns with the City's policy value of "Nigh Quality of Life" and operational value of "Service Oriented." 125 LIBRARY 2017 -18 GOALS • Continue developing training modules for electronic resources, Polaris, and customer service for staff and volunteers. • Continue review and update of policies and procedures relating to circulation and collection development with an eye toward improving our customers' ability to do business with us and to ensure we provide excellent customer - focused service. • Move to new web page platform and update web site to improve accessibility, usability and interactivity. • Improve the collection and acceptable items -to- customer ratio by adding titles in a variety of formats with focus on collections with high turnover rates, e.g., DVDs, graphic novels, beginning readers, etc. • Continue with weeding project in adult non - fiction and children's collections; begin weeding project in adult fiction collection. • Evaluate programming offerings and current services based on results of customer survey and make changes if needed. • Create library- specific disaster preparedness plan and emergency response procedures. • Update job descriptions and job titles. • Upgrade library circulation software. • Add "Sit and Be Fit" program and evening technology program to adult program schedule, as well as a year -round reading challenge program for all ages. 2016 -17 HIGHLIGHTS AND ACCOMPLISHMENTS Operations and Collections • Extended operating hours on Saturdays by 2 hours. • Added more than 6,000 new and replacement items to library's physical collections and withdrew more than 3,200 dated, worn, and damaged items from library's physical collections. • Established a weeding schedule and procedures for the on -going removal of dated, worn and damaged items. • Reorganized the juvenile DVD, Spanish, early reader, picture book, and biography collections to freshen look and improve accessibility. • Expanded Large Print collection, heavily weeded adult Spanish collection, began process of developing new Spanish collection, and reorganized adult Biography collection to improve accessibility. • Created guidelines for the management of the Lone Star Digital Library Consortium and established a weeding /replacement schedule for expired titles. • Completed second annual Edge Initiative for Public Library Technology assessment; library's overall technology score improved from 575 to 700 out of a possible 1000 points. 126 LIBRARY • Implemented Wi -Fi /web -based printing program so customers can print to library printers from home or from personal devices within the library. Programming • Implemented new homeschool parents' program. • Organized and hosted first local author fair. • Restructured adult Summer Reading Club to be an online program, matching the change made to the youth programs last year. • Implemented a twice per month basic sewing machine class. • Implemented quarterly job skills and resources workshop. • Youth Services Librarian presented session at annual Texas Library Association Conference on library's teen volunteer program. Outreach and Partnerships • Youth Services— monthly visits to 1St Baptist Preschool and Chick- fil -A; 9 -10 visits to various SCUCISD campuses for literacy events; 2 events with the Schertz Sweetheart Court; hosted several field trips to library by SCUCISD classes and 1 st Baptist Preschool. • Partnered with Library Advisory Board and SCUCISD librarians to bring children's author Chris Barton to visit eight school campuses and library. • Worked for second year with the Vocational Adjustment Coordinator at Clemens HS to place a volunteer at the library. • Adult Services/Virtual Services -- monthly technology help sessions at Schertz Senior Center; several outreach programs on electronic resources to counselors and teachers at Clemens & Steele HS, local adult ESL classes, SCVA Genealogists and Wilder Intermediate parents. • Assisted FCCLA students from Clemens HS with reading program. • Worked closely with the Schertz Library Foundation to plan and offer two fundraising events —The Big Give and the 2nd annual mini golf event. • Partnered with Bexar County BibilioTech Library and Schertz Historical Preservation Committee to create an online digital archive of Committee's documents. • Partnered with Schertz and Cibolo businesses during library's winter reading club "Read Around Town" program to encourage reading in non - traditional places. • Offered library tour and assisted library card sign up with SCUCISD 18+ Adult Transition Program. MA LIBRARY LIBRARY 2015 -16 2016 -17 2017 -18 Library Director 1 1 1 Adult Services Librarian 1 1 1 Youth Services Librarian 1 1 1 Virtual Services Librarian 1 1 1 Library Assistant 2 2 2 Library Clerk II 3 3 3 Part -time Library Clerk 120 hours 5 6 6 Part -time Library Clerk 110 hours 2 2 2 Part -time Processing Clerk 20 hours 1 1 1 Part -time Shelving Clerk 20 hours 1 0 0 Part -time Children's Programming Clerk 20 hours 1 1 1 Part -time Library Page 10 hours 2 2 2 TOTAL POSITIONS 1 21 1 21 21 PERFORMANCE INDICATORS Service population* 2015 -16 2016 -17 2017 -18 Input Actual Estimate Budget Service population* 95,662 98,625 101,500 Total Staffing FTE 14 14 14 Circulation Staffing FTE 8 8.5 8.5 Total Operating Budget 843,603 901,320 921,998 Total Materials Collection 97,412 100,000 103,000 Registered Borrowers 30,702 31,500 32,000 Materials Budget 96,704 108,750 105,000 *determined by Texas State Library 128 LIBRARY Circulation per Capita 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Circulation per Capita 4.18 3.85 3.78 Library Visits per Capita 2.67 2.59 2.52 Program Attendance per Capita .16 .15 .15 Collection Turnover Rate 4.10 3.80 3.73 Total Circulation 399,622 380,000 384,000 Total Library Visits 255,109 255,000 256,000 Total Program Attendance 15,282 15,000 15,500 Cost per Person Served 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Budget Cost per Person Served $8.82 $9.14 $9.08 Cost per Circulation $2.11 $2.37 $2.40 Circulation per Circulation FTE 49,953 47,500 45,176 Percentage of Service Population With Library Cards Effectiveness 2015 -16 Actual 2016 -17 Estimate 2017 -18 Budget Percentage of Service Population With Library Cards 32.09% 31.94% 31.53% Materials Expenditures per Capita $1.01 $1.10 $1.03 Materials Expenditures as a Percentage of 50,901 55,000 55,500 Operating Budget (striving for 15 %) 11.46% 12.07% 11.39% Items per Capita (striving to meet 1.53 items 4,196 6,800 7,375 per capita standard) 1.02 1.01 1.01 Personnel Services 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Services $669,871 $744,829 $728,148 Supplies 14,507 15,000 15,500 Utility Services 50,901 55,000 55,500 Operations Support 2,924 2,000 4,200 Staff Support 4,196 6,800 7,375 Professional Services 2,247 2,400 2,275 Maintenance Services (160) 0 1,500 Operating Equipment 99,157 108,750 107,500 Total $843,643 $934,779 $921,998 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will decrease 1.4% from the FY 2016 -17 year end estimate due to anticipated decrease in overtime hours. 129 B-04-2017 12:49 PM 101 - GENERAL FUND CULTURAL EXPENDITURES LIBRARY Personnel Services 665 - 511110 Regular 665 - 511120 Overtime 665 - 511180 LTD 665- 511210 Longevity 665 - 511230 Certification Allowance 665- 511310 FICA - Employer 665 - 511350 TMRS - Employer 665 - 511410 Health- Employer 665 - 511500 Workers, Compensation TOTAL Personnel Services Supplies 665 - 521000 Operating Supplies 665- 521100 Office Supplies TOTAL Supplies City Support Services Utility Services 665 - 533100 Gas Utility Service 665 - 533200 Electric Utility Service 665- 533410 Water Utility Service TOTAL Utility Services Operations Support 665- 534000 Postage 665- 534200 Printing & Binding TOTAL Operations Support Staff Support 665 - 535100 Uniforms 665- 535200 Awards 665 - 535300 Memberships 665- 535500 Training /Travel 665 - 535510 Meeting Expenses TOTAL Staff Support Professional Services 665 - 541365 Courier /Delivery Services TOTAL Professional Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECObVENDED BURG 467,747 495,527 494,406 379,843 524,780 524,363 676 281 590 450 590 582 1,068 1,157 1,169 956 1,323 1,205 8,140 9,824 12,139 9,997 12,000 12,006 1,800 1,431 1,181 923 1,200 582 35,356 37,123 38,871 28,783 44,676 41,094 74,653 77,993 77,079 62,800 89,823 81,669 44,863 45,687 51,631 51,893 69,437 65,665 742 847 915 760 1,000 982 635,046 669,871 677,981 536,405 744,829 728,148 10,047 11,560 12,000 7,837 12,000 12,000 2,555 2,948 3,000 1,393 3,000 3,500 12,602 14,507 15,000 9,231 15,000 15,500 2,343 1,309 2,600 925 2,000 2,500 43,867 42,340 45,000 18,499 45,000 45,000 7,017 7,252 8,000 2,464 8,000 8,000 53,227 50,901 55,600 21,888 55,000 55,500 782 1,402 1,500 1,128 2,000 2,500 945 1,522 1,650 0 0 1,700 1,727 2,924 3,150 1,128 2,000 4,200 196 133 400 251 400 400 0 83 300 96 300 300 705 1,289 1,515 1,373 1,700 1,725 1,449 2,381 4,100 2,495 4,100 4,650 75 309 300 211 300 300 2,425 4,196 6,615 4,426 6,800 7,375 2,175 2,247 2,315 2,252 2,400 2,275 2,175 2,247 2,315 2,252 2,400 2,275 130 8-0*-2017 12m9 mu o z r x o F a c H o R r x cuoo. sROP0000 BUDGET roana^oor 101-eEmo^AL vvmo AS om. anxE sozH' 2017 CULTURAL oxPEmozr0000 ------- 2016-2017 -------- ---- 2017-2018 -- 2014 -2015 2015 -2016 cn000Nr r r-o ea000cTED ozz, ADMIN. ADOPT - � ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG � Maintenance Services 795'436 843'e3 868'161 650'817 ew'n* 921.998 6e-551400 Minor a Other Equip ^ai"t n / am) o u o n sss-sszauo Other Maintenance Agreements n �0 0 0 1�00 rozuL Maintenance Services ______0 n � zoo) o o o z'soo Operating Equipment 665-571000 Furniture a Fixtures < us'ono u u'«ss o o n n 665-571400 Library Materials e7'711 96,704 105,000 75'487 105,000 zos'ouu avo-orzouo Donation-E`e=.s= o o u'soo o s'roo o'soo 665-571800 Equipment Under $o'vnv 523 0 0 0 0 0 roc^L Operating Equipment nu'us« es'zsr zor'soo rx.^o, 108'750 107.500 Capital Ostl�r TOTAL LIBRARY 795'436 843'e3 868'161 650'817 ew'n* 921.998 rozvL CULTURAL ryo'xss 843'643 e6e'161 sso'or/ yxo'rre 921.998 131 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 132 DEPARTMENT: MARSHAL'S OFFICE DIVISION: 762 ANIMAL SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Animal Services Officers respond to calls for service in an area of approximately 35 square miles, with a population of over 50,500 including Joint Base San Antonio - Randolph AFB. They are responsible for the enforcement of State laws and City ordinances regarding care and treatment of animals. Animal Services Officers ensure public health and safety through disease and population control, while meeting the community's expectations for both. Provide daily care for animals housed at the animal facility, daily cleaning and disinfection of all animal cages, bedding, and feeding areas used by the animals. Hire qualified, caring employees and provide training to maintain certifications, ensure a competent workforce and retain employees. Promote humane treatment of animals by enforcing laws and educating the public. Promote responsible pet ownership through community outreach programs and animal placement programs. GOALS AND OBJECTIVES • To educate the community in public safety and humane issues regarding animals. • To enforce the City ordinances and State statues pertaining to animals. • To assist the public in resolving animal issues. • To protect the safety and welfare of the citizens and animals of this community. • To rp event the spread of animal illnesses and other zoonotic diseases. • To improve the co- existence of animals humans. • To strengthen the relationship with volunteers. • To provide a Texas Department of State Health Services approved quarantine facility for control and eradication of rabies. 133 ANIMAL SERVICES ORGANIZATIONAL CHART ANIMAL SERVICES 2015 -16 2016 -17 2017 -18 1 1 1 -Manager Officer 4 4 4 Kennel Technician 1 1 1 Kennel Technician — art -time 2 2 2 TOTAL POSITIONS 1 81 81 8 134 ANIMAL SERVICES •:� ► ►I _ � Animals brought in by staff Animals brought in by public Calls for service per year Animals saved via adoption, redemption, or transfer 1,179 1,000 1,000 1,100 1,100 1,300 1,658 750 800 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Animals brought in by staff Animals brought in by public Calls for service per year Animals saved via adoption, redemption, or transfer 1,179 1,000 1,000 1,100 1,100 1,300 1,658 750 800 Animals licensed MENEW111100001WIff 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Animals licensed MENEW111100001WIff Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate I Budget Personnel $302,215 $286,827 $338,061 Supplies 33,048 33,380 33,380 City Support Services 368 3,500 3,500 Utility Services 37,016 53,000 54,500 Operations Support 159 1,000 1,000 Staff Support 7,939 8,750 10,750 City Assistance 15,045 15,500 18,500 Professional Services 21,413 21,200 24,500 Maintenance Services 51,284 78,130 43,380 Operating Equipment 11,689 32,000 31,000 Capital Outlay 56,060 103,000 62,000 Total $536,235 $636,287 $620,571 The FY 2017 -18 Budget will decrease 2.5% from the FY 2016 -17 year end estimate due to fewer capital purchases in FY 2017 -18 than in the year prior. 135 8 -04 -2017 12:49 PM 101 - GENERAL FUND HEALTH EXPENDITURES ANIMAL SERVICES Personnel Services 762 - 511110 Regular 762 - 511120 Overtime 762 - 511180 LTD 762 - 511210 Longevity 762- 511220 Clothing .Allowance 762 - 511230 Certification Allowance 762 - 511310 FICA - Employer 762 - 511350 TMRS- Employer 762 - 511410 Health- Employer 762 - 511500 Workers' Compensation TOTAL Personnel Services Supplies 762 - 521000 Operating Supplies 762 - 521100 Office Supplies 762 - 521200 Medical /Chem Supplies 762 - 521300 Motor Veh. Supplies TOTAL Supplies City Support Services 762 - 532800 Promotional Events TOTAL City Support Services Utility Services 762 - 533100 Gas Utility Service 762 - 533200 Electric Utility Service 762 - 533410 Water Utility Service 762- 533500 Vehicle Fuel TOTAL Utility Services Operations Support 762- 534200 Printing 6 Binding TOTAL Operations Support Staff Support 762 - 535100 Uniforms 762- 535300 Memberships 762 - 535500 Training /Travel 762 - 535510 Meeting Expenses 762- 535600 Professional Certification TOTAL Staff Support 2014 -2015 ACTUAL C I T Y 0. F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2015 -2016 CURRENT Y -T -D ACTUAL BUDGET ACTUAL PAGE: ---------- )(---- - - -- 2017-2018 - --- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 200,309 205,969 211,854 157,980 185,056 222,978 3,128 6,830 9,840 7,427 9,840 9,700 575 569 523 464 576 550 2,442 2,939 2,896 4,136 4,400 3,733 2,177 1,708 4,976 1,061 1,300 5,044 1,300 1,950 3,110 1,700 2,600 3,153 15,863 15,942 17,775 12,931 14,976 18,704 33,765 33,879 37,212 28,527 31,312 39,156 25,124 28,876 28,453 25,973 32,967 31,008 2,519 3,554 3,880 3,224 3,800 4,035 287,202 302,215 320,519 243,423 286,827 338,061 15,909 17,056 17,000 13,561 17,000 17,000 1,840 1,913 2,000 1,160 2,000 2,000 10,323 11,265 14,000 9,623 14,000 14,000 0 2,814 380 9 380 380 28,072 33,048 33,380 24,353 33,380 33,380 0 368 3,500 2,052 3,500 3,500 0 368 3,500 2,052 3,500 3,500 8 62 0 0 0 0 20,314 21,028 23,000 11,421 23,000 23,000 9,228 11,138 7,000 12,389 24,000 24,000 5,261 4,788 7,500 4,691 6,000 7,500 34,811 37,016 37,500 28,502 53,000 54,500 609 159 1,000 712 1,000 1,000 609 159 1,000 712 1,000 1,000 1,666 1,963 2,500 1,881 2,500 3,500 314 0 500 0 500 250 2,658 5,610 6,000 1,527 4,500 6,000 229 366 1,000 15 500 1,000 0 0 750 0 750 0 4,866 7,939 10,750 3,423 8,750 10,750 136 u-o«-uoz, zu.00 rm 101-GENERAL FUND HEALTH oXzumozcoaoa nzzr 0 aneE^T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (------------ 2016-2017 -------------- >+------- 2017-2018 -- eum-oozs 2015-2016 CURRENT x-T-o paouEozED cIzr ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECO144ENDED BUDG City Assistance 22,588 0 0 0 0 0 762-537100 Medical o°=.ice" 14'689 15.045 17.550 r'aco 15,000 17.500 762-537105 cmR r="y=am _---___0 _0 ----1,000 --__-100 ___---500 1,000 TOTAL City Assistance zx'ooy zs'o«s za'soo 7,987 15.500 18,500 Professional Services oo o usu o osu sou ,ou-sozaoo Other o"noz/P,"f o==.i"e= 1.820 o o o o u 7*e-541310 n"ntr"t o."-Blu"oonnet-o===t z'o,s 1'120 u'uou ors 1'e00 1.500 762-541700 Mi=="=uie Service 3,533 s'000 o'noo 1.988 s.000 5,000 762-541702 oe=r a Neuter 10'e4 16,294 ---18,000 ---10,004 -__15,000 ro'zso 18,000 ----15,035 TOTAL r="m°°°i"n=l Services uz'oss uz.*za ss'000 12'267 e1.200 u*'000 su=a ou",nea/r=°nsfe=s 762-548404 z====f== Out- Capital Project 22,588 0 0 0 0 0 cozvL Fund Charges/Transfers 22,588 o o o o o Maintenance Services rae-oszznu Building Maintenance s'suu 44'579 o'oou 55,053 75,000 os.00v 762-551400 Minor o Other Equip uaint oo o usu o osu sou rou-oozroo Abatement o 1e5 s'ouo o u o'000 76e-551800 Other Maintenance Agreements e'*oo 4'440 o o u o 76e-551810 Maintenance Agr. - Radios 1,940 �2fO8O �2,B80 960 2,880 2,880 TOTAL Maintenance Services 10'e4 51'284 17.010 ss'oza ro'zso 43'3e0 Rental/Leasing Operating Equipment rxo-srmoo Furniture & Fixtures 122 o s'uoo 1'930 3,000 o rso-srzsou Equipment 1'519 1.799 s'000 2,977 s'uoo 5,000 762-571600 Donation-Expense o u 30,000 750 e4.000 e4'000 762-571700 Improvements under $s'uuo 0 9,890 0 0 0 2,000 TOTAL Operating Equipment 1'641 zz'soo 38,000 5'657 32,000 31'000 Capital Outlay 762-581200 veuicz°" a Access. Over $o'uo o 56,060 e'oou o *a.000 au'uoo 762-581700 zmer"==e=t= Over $5,000 -------_0 0 ___2 ___�L�0 �,0�� 0� ----__- TOTAL Capital Outlay o 56,060 os.ouu e7.870 zos'000 62'000 TOTAL umzmua SERVICES «co'soa 53e'235 568,209 412'258 eo'unr 6e0'571 � 137 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 138 DEPARTMENT: MARSHAL'S OFFICE DIVISION: 772 ENVIRONMENTAL HEALTH FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Environmental Health Division focuses on providing protection and enforcement services to the public in order to minimize environmental and consumer health hazards. This is achieved through the promotion of public health and safety best practices to ensure compliance with state and local health codes. The department seeks to protect the City of Schertz through the investigating and abatement of the following: Trash, Rubbish, Debris, Junked Vehicles, Tall Weeds /Grass, Mosquito Harbors, Unmaintained Pools, and Substandard Structures. The department performs inspections for Custodial Care Facilities such as Day Care, Foster Care and Adoption Housing that meet the state mandated inspection requirement for these types of facilities. In addition, the department ensures food safety for all food establishments, ensures the safety of all public and semi - public aquatic facilities, and responds to citizen complaints concerning a verity of public health /quality -of -life concerns. GOALS AND OBJECTIVES • Protect the community from environmental and health hazards. • To provide quality education and enforcement of city codes and ordinances so that Schertz is a great livable community. • Work hand -in -hand with community stakeholders to increase and maintain a high quality of life. • Provide interdepartmental assistance and direction when enforcing city regulation. 139 ENVIRONMENTAL HEALTH ENVIRONMENTAL HEALTH 2015 -16 2016 -17 2017 -18 E.H. Manager/Sanitarian 1 1 1 Environmental Law Enforcement Officer 1 1 1 Code Enforcement Officer 1 1 2 TOTAL POSITIONS 31 31 4 140 ENVIRONMENTAL HEALTH •:� ► ► _ Citizen Complaints 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Citizen Complaints 879 850 900 Food Establishment Inspections 156 140 150 Code Violations Resolved 1,656 1,725 1,750 Bandit Signs Resolved 778 675 700 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate I Budget Personnel $0 $186,978 $223,926 Supplies 0 3,105 3,700 Operations Support 0 1,000 1,800 Staff Support 0 6,550 7,350 City Assistance 0 1,200 1,000 Professional Services 0 700 500 Maintenance Services 0 10,600 15,000 Operating Equipment 0 4,000 2,300 Capital Outlay 0 0 25,000 Total $0 $214,142 $280,576 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will 31 % from the FY 2016 -17 year end estimate with the addition of a new Code Enforcement Officer being hired and with the purchase of their equipment and vehicle. Prior to 2016 -17 this division was combined with the Marshal's Office. 141 B-04-2017 12:49 PM 101 - GENERAL FUND HEALTH EXPENDITURES ENVIRONMENTAL HEALTH Personnel Services 772- 511110 Regular 772 - 511120 Overtime 772- 511180 LTD 772 - 511210 Longevity 772- 511220 Clothing Allowance 772 - 511230 Certification Allowance 772- 511310 FICA - Employer 772 - 511350 TMRS- Employer 772 - 511410 Health- Employer 772 - 511500 Worker' Compensation TOTAL Personnel Services Supplies 772 - 521000 Operating Supplies 772 - 521100 Office Supplies 772 - 521300 Motor Vehicle Supplies TOTAL Supplies Utility Services Operations Support 772 - 534200 Printing & Binding TOTAL Operations Support Staff Support 772- 535100 Uniforms 772- 535200 Awards 772- 535300 Memberships 772 - 535400 Publications 772 - 535500 Training /Travel 772 - 535510 Meeting Expenses TOTAL Staff Support City Assistance 772 - 537800 Community Outreach TOTAL City Assistance Professional Services 772 - 541300 Other Consl /Prof Services TOTAL Professional Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 - 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL 0 0 128,393 0 0 2,460 0 0 398 0 0 1,388 0 0 1,658 0 0 2,460 0 0 10,430 0 0 21,834 0 0 20,653 0 0 566 0 0 190,240 0 0 600 0 0 1,000 0 0 1,905 0 0 3,505 PAGE: ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 95,111 127,853 149,023 739 2,460 2,910 306 600 462 1,621 1,759 2,055 1,930 2,600 3,107 0 1,800 2,425 7,502 10,634 12,199 15,923 22,263 25,537 13,599 17,018 25,536 0 0 672 136,731 186,987 223,926 165 600 1,200 456 600 500 0 1,905 2,000 621 3,105 3,700 0 0 1,800 703 1,000 1,800 0 0 1,800 703 1,000 1,800 0 0 0 0 0 800 0 0 100 0 100 100 0 0 270 0 270 270 0 0 150 0 150 150 0 0 5,780 2,683 5,780 5,780 0 0 250 132 250 250 0 0 6,550 2,816 6,550 7,350 0 0 1,000 901 1,200 1,000 0 0 1,000 901 1,200 1,000 0 0 500 176 700 500 0 0 500 176 700 500 142 B -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 j HEALTH EXPENDITURES t- ---- ---- - ---- 2016 -2017 --------------- }t-- - - - - -- 2017-2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG r. I' Maintenance Services 772 - 551700 Abatement /Lot Cleaning 0 0 10,000 4,985 10,000 15,000 772 - 551800 Other Maint Agreements 0 0 600 0 600 0 TOTAL Maintenance Services 0 0 10,600 4,985 10,600 15,000 I Operating Equipment 772 - 571000 Furniture & Fixtures 0 0 1,000 0 500 1,000 772 - 571800 Equipment < $5,000 0 0 4,450 1,285 3,500 1,300 TOTAL Operating Equipment 0 0 5,450 1,285 4,000 2,300 Capital Outlay 772 - 581200 Vehicles & Access. > $5,000 0 0 0 0 0 25,000 TOTAL Capital Outlay 0 0 0 0 0 25,000 TOTAL ENVIRONMENTAL HEALTH 0 0 219,645 148,217 214,142 280,576 TOTAL HEALTH 426,596 536,235 787,854 560,475 850,429 901,147 143 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK IEEII 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. ORGANIZATIONAL CHART INFORMATION TECHNOLOGY 2015 -16 2016 -17 2017 -18 Director 1 1 1 Administrative Assistant 1 1 1 Senior Systems Administrator 1 1 1 Senior Customer Services Engineer 1 1 1 Web Technician 1 1 0 0 Customer Services Technician II 0 1 1 Customer Services Technician 1 0 1 1 Help Desk Technician 1 1 1 Public Safety Admin aid by PD 1 1 1 TOTAL POSITIONS 7 8 8 145 INFORMATION TECHNOLOGY Budget 2015-16 2016-17 2017-18 Supplies Actual � Estimate Budget Personnel $418,565 $465,270 $539,540 Supplies 1,361 6,992 7,100 City Support Services 432,055 498,288 1,043,327 Utility Services 202,871 220,261 210,474 Staff Support 36,968 33,250 40,000 Professional Services 0 0 16,000 Maintenance Services 14,260 16,800 14,692 Rental/Leasing 35,159 35,384 0 Operating Equipment 169,236 220,640 251,860 Total $1,310,476 $1,496,885 $2,122,993 PROGRAM JUSTIFICATION AND ANALYSIS The Information Technology FY 2017-18 Budget increased 41.8% from the FY 2016-17 year end estimates. Personnel Services increased 16.0% in anticipation of a full year of approved staffing. City Support Services include the implementation of new permit software expected to cost $375,000. This cost is offset in the General Fund by a contribution from the Schertz Economic Development Corporation to assist with the purchase of the software. 146 B-04-2017 12:49 PM 101 - GENERAL FUND INTERNAL SERVICE EXPENDITURES INFORMATION TECHNOLOGY C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL Personnel Services 352,869 853- 511110 Regular 289,914 853 - 511120 Overtime 22,884 853- 511180 LTD 721 853 - 511210 Longevity 2,439 853 - 511310 FICA - Employer 23,652 853 - 511350 TMRS- Employer 51,377 853 - 511410 Health- Employer 30,936 853- 511500 Workers' Compensation 308 TOTAL Personnel Services 422,231 Supplies 29,674 853 - 521100 Office Supplies 1,229 853 - 521300 Motor Vehicle Supplies 120 853 - 521600 Equip Maint Supplies 1,424 TOTAL Supplies 2,772 City Support Services 43,026 853- 532300 Computer Consulting 26,368 853- 532355 Software Maint -City Wide 217,891 853 - 532360 Software Maint -Dept Specific 255,307 853 - 532400 Computer Fees & Licenses 27,306 TOTAL City Support Services 526,872 Utility Services 465,270 853 - 533300 Telephone /Land Line 41,104 853 - 533310 Telephone /Cell Phones 46,710 853 - 533320 Telephone /Air Cards 43,584 853 - 533330 Telephone /Internet 55,610 853 - 533500 Vehicle Fuel 573 TOTAL Utility Services 187,581 Operations Support 4,035 853 - 534200 Printing & Binding 50 TOTAL Operations Support 50 Staff Support 6,992 853 - 535100 Uniforms 425 853- 535300 Memberships 615 853 - 535500 Training /Travel 26,696 TOTAL Staff Support 27,736 PAGE: ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 294,073 352,869 234,168 316,332 363,193 18,585 31,640 22,425 32,000 31,189 719 1,094 504 980 1,126 3,723 3,437 2,470 2,470 3,584 23,531 29,674 19,350 25,711 30,436 51,195 62,121 43,486 53,825 63,717 26,218 43,026 27,739 33,428 45,601 521 630 524 524 694 418,565 524,491 350,664 465,270 539,540 1,361 1,500 814 1,300 1,500 0 0 0 0 0 0 5,500 4,035 5,692 5,600 1,361 7,000 4,850 6,992 7,100 22,311 19,850 7,426 17,500 48,350 212,884 242,972 205,261 232,055 312,076 173,850 231,678 119,865 226,521 663,241 23,010 24,662 11,226 22,212 19,660 432,055 519,162 343,778 498,288 1,043,327 43,749 63,700 30,624 57,604 45,000 51,114 54,650 33,751 51,337 54,724 41,932 47,456 24,827 42,320 38,750 65,196 60,340 51,251 68,500 70,500 880 1,500 336 500 1,500 202,871 227,646 140,789 220,261 210,474 0 0 0 0 0 0 0 0 0 0 663 750 656 750 750 815 850 815 1,150 1,250 35,490 32,500 22,658 31,350 38,000 36,968 34,100 24,129 33,250 40,000 WIN 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Professional Services 853 - 541800 IT Services -Web Design /Maint 0 0 0 0 0 16,000 TOTAL Professional Services 0 0 0 0 0 16,000 Fund Charges /Transfers Maintenance Services 853- 551300 Computer Maintenance 9,668 12,185 14,500 9,016 14,500 14,692 853 - 551800 Other Maintenance Agreements 1,975 2,075 3,080 1,902 2,300 0 TOTAL Maintenance Services 11,643 14,260 17,580 10,918 16,800 14,692 Rental /Leasing 853 - 561200 Lease /Purchase Payments 0 35,159 38,047 30,398 35,384 0 TOTAL Rental /Leasing 0 35,159 38,047 30,398 35,364 0 Operating Equipment 853-571000 Furniture & Fixtures 3,563 736 1,500 570 750 2,500 653- 571300 Computer & Periphe. < $5000 170,470 147,166 175,419 121,408 168,890 234,360 853- 571300.Fleet Hardward Upgrade 1,400 3,325 0 0 0 0 853- 571300.Internal Network Upgrade 2,779 0 0 0 0 0 853- 571401 Communication Equip LESS $500 72,158 18,010 50,204 36,465 51,000 15,000 TOTAL Operating Equipment 250,370 169,236 227,123 156,444 220,640 251,860 Capital Outlay 653- 581800 Equipment Over $5,000 0 0 13,000 0 0 0 TOTAL Capital Outlay 0 0 13,000 0 0 0 TOTAL INFORMATION TECHNOLOGY 1,429,255 1,310,476 1,608,149 1,063,970 1,496,885 2,122,993 148 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. 149 HUMAN RESOURCES HUMAN RESOURCES 2015 -16 2016 -17 2017 -18 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 PERFORMANCE INDICATORS Total No. of Employees (Avg.) 2015 -16 2016 -17 2017 -18 Workload/Output Measures Actual Estimate Budget Total No. of Employees (Avg.) 340 # Full Time Employees (Avg.) 305 Job Announcements Posted 72 # Applications received 3,785 # Full Time Positions Filled 45 M 345 350 310 315 75 75 4,250 4,000 50 40 HUMAN RESOURCES # Part Time Positions Filled 8 20 10 # Total Turnover 53 60 50 # Full Time Turnover 38 45 35 # Part Time Turnover 15 15 15 # Retirements 6 10 7 # FMLA Claims 69 65 65 # General Training Courses 5 5 5 # of tuition reimbursements 13 10 10 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $274,663 $305,997 $353,475 Supplies 990 1,000 1,000 Human Services 50,953 69,000 74,500 Operations Support 7,920 8,000 10,000 Staff Support 17,703 16,700 15,000 City Assistance 16,150 9,000 10,000 Professional Services 10,316 9,600 9,600 Operating Equipment 1,775 1,100 1,000 Total $380,470 $420,397 $474,575 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 12.9% from the FY 2016 -17 year end estimate with the hiring of the vacant HR Manager position and with the expectation the department will be fully staffed for the full year. 151 8 -04 -2017 12:49 PM 101 - GENERAL FUND INTERNAL SERVICE EXPENDITURES HUMAN RESOURCES Personnel Services 866 - 511110 Regular 866 - 511120 Overtime 866- 511180 LTD 866 - 511210 Longevity 866- 511310 FICA - Employer 866 - 511350 TMRS- Employer 866 - 511410 Health- Employer 866 - 511500 Workers' Compensation 866- 511600 Unemployment Compensation TOTAL Personnel Services Supplies 866 - 521100 Office Supplies TOTAL Supplies Human Services 866 - 531100 Pre - employment Check 866 - 531150 Interview Expenses 866 - 531200 Medical Co -pay 866 - 531300 Employee Assistance 866 - 531400 Tuition Reimbursement 866 - 531500 Employee Wellness Program 866 - 531600 Training Classes TOTAL Human Services Operations Support 866 - 534100 Advertising 866 - 534200 Printing 6 Binding TOTAL Operations Support Staff Support 866- 535100 Uniforms 866 - 535210 Employee Recognition - Morale 866- 535300 Memberships 866 - 535400 Publications 866 - 535500 Training /Travel TOTAL Staff Support C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - ----- 2016 -2017 --- --- ---- -- - - -H -- ---- -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 175,187 194,519 233,509 150,526 210,692 233,738 0 0 345 39 150 340 526 605 724 499 653 725 3,461 3,542 4,348 4,746 5,500 5,008 13,553 14,817 18,217 11,335 16,450 18,279 29,080 32,111 38,137 26,028 34,437 38,266 21,540 22,706 34,421 21,813 27,591 36,481 276 338 630 524 524 638 3,952 6,024 20,000 6,419 10,000 20,000 247,575 274,663 350,331 221,929 305,997 353,475 788 990 1,000 398 1,000 1,000 788 990 1,000 398 1,000 1,000 3,649 3,579 4,000 1,537 4,000 4,000 1,296 3,388 3,000 827 2,500 3,000 2,900 2,890 3,000 2,125 3,000 3,000 20,628 21,125 23,000 14,367 23,000 23,000 14,225 9,519 15,000 5,781 10,000 15,000 5,849 6,626 7,000 3,087 7,000 7,000 70,374 3,827 16,500 10,319 19,500 19,500 118,922 50,953 71,500 38,044 69,000 74,500 6,939 6,284 7,000 1,966 5,000 7,000 1,075 1,636 3,000 1,215 3,000 3,000 8,014 7,920 10,000 3,181 8,000 10,000 0 180 400 238 400 500 5,546 8,506 5,000 613 5,000 5,000 1,957 2,091 2,500 966 2,500 2,500 1,793 1,797 2,000 117 2,000 2,000 4,923 5,129 7,200 5,417 6,800 5,000 14,220 17,703 17,100 7,350 16,700 15,000 152 B -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG City Assistance 866 - 537100 Medical Services 9,688 16,150 10,000 4,578 9,000 10,000 TOTAL City Assistance 9,668 16,150 10,000 4,578 9,000 10,000 Professional Services B66- 541300 Other Consl %Prof Services 8,937 10,316 9,600 7,203 9,600 9,600 TOTAL Professional Services 8,937 10,316 9,600 7,203 9,600 9,600 Maintenance Services Operating Equipment 866- 571000 Furniture & Fixtures 0 1,000 1,000 578 1,000 1,000 866 - 571300 Computer & Periphe. G $5000 0 775 0 37 100 0 TOTAL Operating Equipment 0 1,775 1,000 615 1,100 1,000 TOTAL HUMAN RESOURCES 408,142 380,470 470,531 283,298 420,397 474,575 153 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 154 o * 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, post vendor payable check registers online, prepare 1099s, and prepare monthly bank reconciliations and investments report. Maintain and process payroll for all city employees and prepare W2s. 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 Purchasing & Asset Management Division. 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 Distinguished Budget Award for the first time. • Receive the Government Finance Officers Association Certification of Excellence in Financial Reporting for the 31 st consecutive year. • Receive a Platinum Scorecard from the State Comptroller's Office for leadership in financial transparency. • Improve the 5 year budgeting and forecasting plan. • Update long term debt service plan. 155 ACCOUNTING Lei Ztel 1-1 z I I F, f-A Vt I Lei z F -Al we] WS T-ATZTI ACCOUNTING 2015-16 2016-17 2017-18 Finance Director 1 1 1 Assistant Director 1 1 1 Staff Accountant 1 1 1 Financial Analyst 1 1 1 Accountant 1 1 1 1 Senior Payroll Specialist 1 1 1 Senior AP Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 8 8 an. ACCOUNTING Accounts payable checks Number of Purchase Orders Processed Payroll checks Payroll Requests 5,733 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Accounts payable checks Number of Purchase Orders Processed Payroll checks Payroll Requests 5,733 5,815 5,900 7,453 7,560 7,700 8,966 8,131 8,250 152 138 145 Certificate of Achievement for Excellence in Financial Reporting, Accumulative 30 30 31 Quarterly Financials completed within 30 days 3 3 4 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Certificate of Achievement for Excellence in Financial Reporting, Accumulative 30 30 31 Quarterly Financials completed within 30 days 3 3 4 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $525,090 $582,291 $584,989 Supplies 3,724 4,500 4,160 Operations Support 3,440 2,300 2,155 City Support Services 0 8 0 Staff Support 11,139 8,439 9,495 Professional Services 505 27,000 33,500 Operating Equipment 0 3,225 2,240 Total $543,898 $627,763 $636,539 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 1.4% from the FY 2016 -17 year end estimate with the addition of investment advisor fees previously charged to Non Departmental. 157 B-04-2017 12:49 PM 101 - GENERAL FUND INTERNAL SERVICE EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG FINANCE 415,466 Personnel Services 410,732 868- 511110 Regular 357,808 868- 511120 Overtime 382 868 - 511180 LTD 1,095 868- 511210 Longevity 9,127 868 - 511230 Certification Allowance 900 868- 511310 FICA - Employer 27,247 668- 511350 TMRS- Employer 60,008 868 - 511410 Health- Employer 32,996 868 - 511500 Workers' Compensation 474 TOTAL Personnel Services 490,037 Supplies 69,252 868 - 521000 Operating Supplies 3,582 868- 521100 Office Supplies 3,051 TOTAL Supplies 6,633 City Support Services 806 868- 532350 Software Maintenance 0 TOTAL City Support Services 0 Utility Services 582,291 Operations Support 320 868- 534100 Advertising 0 868- 534200 Printing & Binding 1,938 TOTAL Operations Support 1,938 Staff Support 1,435 868 - 535100 Uniforms 0 868 - 535300 Memberships 1,524 668- 535400 Publications 1,860 868 - 535500 Training /Travel 4,058 868- 535600 Professional Certification 0 TOTAL Staff Support 7,442 Professional Services 75 868 - 541300 Other Consl /Prof Services 0 868 - 541400 Auditor /Accounting Service 0 868 - 541650 Investment Management Fee 0 TOTAL Professional Services 0 381,913 415,466 294,651 410,732 1,001 246 1,583 1,980 1,195 1,297 988 1,337 10,762 11,968 12,211 14,000 923 2,165 1,319 1,911 28,864 33,080 22,629 32,367 63,241 69,252 51,623 68,327 36,448 49,910 38,039 50,637 742 806 670 1,000 525,090 584,190 423,712 582,291 417,153 243 1,293 10,359 873 32,766 68,595 52,897 810 584,989 1,088 2,750 1,769 2,000 2,460 2,636 2,000 1,975 2,500 1,700 3,724 4,750 3,744 4,500 4,160 0 0 0 8 0 0 0 0 8 0 1,463 0 0 0 0 1,977 1,917 1,917 2,300 2,155 3,440 1,917 1,917 2,300 2,155 184 320 256 320 320 1,824 1,550 369 1,544 1,435 0 0 0 0 0 9,131 6,235 3,124 6,500 7,740 0 100 75 75 0 11,139 8,205 3,824 8,439 9,495 505 0 0 0 0 0 505 0 158 24,255 0 0 24,255 27,000 15,000 0 15,000 0 3,500 27,000 33,500 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES C----- --- - - - - -- 2016 -2017 --------------- -------- 2017-2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG tz, Maintenance Services Rental /Leasing Operating Equipment 868 - 571000 Furniture & Fixtures 0 0 2,858 0 3,000 240 868 - 571200 Office Equipment 0 0 112 112 225 2,000 868 - 571300 Computer & Periphe. < $5000 896 0 0 0 0 0 TOTAL Operating Equipment 896 0 2,970 112 3,225 2,240 TOTAL FINANCE 506,946 543,898 602,032 457,564 627,763 636,539 159 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK K-111 DEPARTMENT: HUMAN RESOURCES DIVISION: 872 PURCHASING & ASSET MANAGEMENT FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Purchasing and Asset Management Department is responsible for managing the Purchasing, Inventory, Property Disposal, Contracts, Grants, Risk Management, and Safety functions for the City. Manages all bids, quotes, contracts and agreements, City purchases, warehouse inventory, City property disposal, auctions, grants, fleet vehicle registration and titles, and Fleet Gas Card program. The department is also responsible for the City Risk Management and Safety program. Maintains the City Capital and Fixed Assets inventory, property and liability insurance schedules, processes all insurance claims, insurance litigation, and workers compensation, monitors all safety aspects of City functions, schedules employee safety training, evaluates loss runs to identify trends and mitigate risk. GOALS AND OBJECTIVES • Maintain the highest levels of ethical practices for all department functions. • All City departments receive their orders in a timely manner to effectively perform their job functions in an efficient manner. • Procure quality goods and services for all City departments, from appropriate sources, using the most efficient and economical means at the best possible price and make them available at the right place and time. • Use supply contracts and co -ops in order to improve delivery time of particular items and to take advantage of quantity discounts. • Maintain a professional relationship with all City departments and vendors insuring open communication. • Maintain the City Purchasing Manual, combining State and Local Purchasing Legislation. • Manage, review, and track City contracts and agreements. Notify departments when contracts are expiring. • Manage procedures for Capital and Fixed asset inventory and accountability, and conduct physical surveys of City property. 161 PURCHASING & ASSET MANAGEMENT • 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. 2015 -16 2016 -17 2017 -18 Purchasing Manager 1 1 1 Senior Purchasing Specialist 1 1 1 Risk & Safety Specialist 1 1 1 TOTAL POSITIONS 1 3 1 31 3 162 PURCHASING & ASSET MANAGEMENT Bids and Proposals Drafted Bids and Proposals Responses Contracts Reviewed Meetings with Vendors Research Requests Quotes Received Active Works Comp Claims Accident and Injuries Investigated New Hire Safety Training Training Classes Held Vehicles Processed (Titles, Gas Cards, Plates) Property Damage Claims Certificates of Insurance Processed MSDS /SDS Added 9 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Bids and Proposals Drafted Bids and Proposals Responses Contracts Reviewed Meetings with Vendors Research Requests Quotes Received Active Works Comp Claims Accident and Injuries Investigated New Hire Safety Training Training Classes Held Vehicles Processed (Titles, Gas Cards, Plates) Property Damage Claims Certificates of Insurance Processed MSDS /SDS Added 9 12 15 46 60 50 94 100 100 41 50 50 65 80 75 81 100 100 39 35 35 86 65 65 24 6 12 16 18 18 117 210 210 76 45 45 92 85 95 99 100 120 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $130,456 $176,494 $207,405 Supplies 4,178 950 1,050 City Support Services 0 0 0 Utility Services 253 250 250 Operations Support 29 110 150 Staff Support 6,124 6,600 6,600 Operating Equipment 167 300 0 City Assistance 3,111 2,500 3,000 Capital Outlay 0 0 29,000 Total $144,318 $187,204 $247,455 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 32.2% from the FY 2016 -17 year end estimate due to the hiring of the vacant Purchasing Manager position. The department will now realize a full year of personnel expense related to this position. 163 B -04 -2017 12:49 PM 101 - GENERAL FUND INTERNAL SERVICE EXPENDITURES PURCHASING & ASSET MGT Personnel Services 872 - 511110 Regular 872 - 511120 Overtime 872 - 511180 LTD 872 - 511210 Longevity 872 - 511310 FICA - Employer 872 - 511350 TMRS- Employer 872 - 511410 Health - Employer 872- 511500 Workers' Compensation TOTAL Personnel Services Supplies 872 - 521000 Operating Supplies 872 - 521100 Office Supplies 872- 521300 Motor Veh. Supplies TOTAL Supplies City Support Services 672- 532350 Software Maintenance TOTAL City Support Services Utility Services 872- 533320 Telephone /Air Card 872- 533500 Vehicle Fuel TOTAL Utility Services Operations Support 872 - 534000 Postage 872 - 534200 Printing & Binding TOTAL Operations Support Staff Support 872- 535100 Uniforms 872- 535300 Memberships 872 - 535500 Training /Travel 872 - 535510 Meeting Expenses TOTAL Staff Support City Assistance 672- 537100 Medical Services TOTAL City Assistance C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 - 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )( -- - - - - -- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 151,994 92,340 137,282 89,816 128,558 149,777 48 24 1,381 0 0 1,361 480 300 426 296 399 464 3,842 2,170 2,404 2,354 2,600 2,708 11,191 7,058 10,789 6,891 10,769 11,763 25,294 15,813 22,586 15,820 22,544 24,625 22,031 12,508 15,489 8,870 11,274 16,416 261 242 263 219 350 291 215,142 130,456 190,620 124,267 176,494 207,405 391 422 500 174 350 500 ( 1,472) 3,756 500 28 100 500 0 0 50 398 500 50 ( 1,081) 4,178 1,050 600 950 1,050 768 0 0 0 0 0 788 0 0 0 0 0 422 0 0 0 0 0 367 253 250 108 250 250 789 253 250 108 250 250 0 29 0 ( 10) 10 50 96 0 100 36 100 100 96 29 100 26 110 150 209 144 250 0 250 250 1,143 963 1,100 1,007 1,100 1,100 4,025 4,781 4,549 618 5,000 5,000 124 237 250 200 250 250 5,500 6,124 6,149 1,826 6,600 6,600 0 3,111 3,000 1,036 2,500 3,000 0 3,111 3,000 1,036 2,500 3,000 164 B-04-2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES i----- --- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- is. 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG c=, Professional Services Rental /Leasing I Operating Equipment 872 - 571000 Furniture & Fixtures 2,267 0 451 0 300 0y 872 - 571500 Operating Equipment 0 167 0 0 0 0 TOTAL Operating Equipment 2,267 167 451 0 300 0 Capital Outlay 872 - 581200 Vehicles & Access. > $5,000 0 0 0 0 0 29,000 TOTAL Capital Outlay 0 0 0 0 0 29,000 TOTAL PURCHASING & ASSET MGT 223,501 144,318 201,620 127,863 187,204 247,455 165 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 166 DEPARTMENT: FLEET & FACILITY SERVICES DIVISION: 877 FLEET SERVICES FUND: 101 GENERAL FUND Maintain fleet vehicles including: fluid changes, state inspections, and tire services, Troubleshooting, diagnosis, and repair mechanical and electrical failures. Provide motor pool services, vehicle and equipment standardization GOALS AND OBJECTIVES • Maintain and repair vehicles and equipment to increase their lifespan. • Optimize fleet availability by improving turn-around times. • Develop and implement fleet utilization guidelines and procedures. • Maintain and improve vehicle and equipment safety ORGANIZATIONAL CHART 167 FLEET MAINTENANCE FLEET MAINTENANCE 2015 -16 2016 -17 2017 -18 Director of Fleet & Facility Services 1 1 1 Fleet Foreman 1 1 1 Fleet Mechanic 111 1 1 1 Fleet Mechanic 11 1 1 1 Mechanic 1 2 2 2 TOTAL POSITIONS 61 6 6 PERFORMANCE INDICATORS Work Orders: - Police Department vehicles and equipment 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Work Orders: - Police Department vehicles and equipment 571 448 518 -EMS vehicles and equipment 545 338 418 - Streets vehicles and equipment 260 340 370 - Administration vehicles 40 36 41 - Animal Control vehicles 47 54 59 - Facilities Services vehicles 82 62 77 -Fire vehicles and equipment 228 158 188 -Fleet Service vehicles 116 174 185 - Inspection vehicles 24 30 35 - Marshal Service vehicles 68 52 62 -Parks vehicles and equipment 120 158 173 -Water & Sewer vehicles and equipment 364 384 399 - Drainage vehicles and equipment 226 298 318 - Economic Development vehicles 8 2 3 - Purchasing vehicles 6 10 15 -Motor Pool vehicles 57 70 75 Total Work Orders Issued 2,786 2,642 2,976 Number of after -hour calls 168 FLEET MAINTENANCE Actual field service calls, vehicle and equipment Failures 233 200 206 Average response time for emergency repair, in minutes 25 30 30 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Budget Actual field service calls, vehicle and equipment Failures 233 200 206 Average response time for emergency repair, in minutes 25 30 30 % of all vehicles and equipment issues resolved without recall 97 96 97 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget % of all vehicles and equipment issues resolved without recall 97 96 97 Personnel Services 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Services $288,892 $338,994 $337,173 Supplies 136,214 170,400 169,500 City Support Services 2,245 6,150 6,500 Utility Services 6,158 6,200 7,000 Operations Support 33 200 200 Staff Support 5,792 13,280 19,810 Maintenance Services 169,778 160,000 124,750 Operating Equipment 17,788 8,200 8,200 Capital Outlay 80,261 29,000 89,000 Total $707,161 $732,424 $762,133 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 4.1 % from the FY 2016 -17 year end estimate due to additional repair costs following trends seen in the past few years. Vehicle and equipment repair can be found in Supplies if the repair is done in house, in Maintenance Services if the repair is major enough to be sent for outside repair, or Capital Outlay if a vehicle is totaled and needs to be replaced. 169 8 -04 -2017 12:49 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL FLEET SERVICE Personnel Services 877- 511110 Regular 877- 511120 Overtime 877- 511180 LTD 877- 511210 Longevity 877 - 511310 FICA - Employer 877 - 511350 TMRS- Employer 877- 511410 Health- Employer 877- 511500 Workers, Compensation TOTAL Personnel Services Supplies 877 - 521000 Operating Supplies 877 - 521005 Supplies - Inspection Sticker 877 - 521100 Office Supplies 877 - 521200 Oil Lube Suppl, Chem Supplies 877 - 521300 Motor Veh. Supplies 877 - 521600 Equip Maint Supplies TOTAL Supplies City Support Services 877 - 532400 Computer Fees & Licenses TOTAL City Support Services Utility Services 877- 533500 Vehicle Fuel TOTAL Utility Services Operations Support 877 - 534200 Printing & Binding TOTAL Operations Support Staff Support 877 - 535100 Uniforms 877 - 535200 Awards 877 - 535500 Training /Travel 877 - 535510 Meeting Expenses TOTAL Staff Support PAGE: --------- - }t- ---- --- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOM24ENDED BUDG 184,833 199,880 241,137 174,240 235,102 230,819 5,994 7,755 4,920 3,457 4,920 4,850 560 607 748 569 728 716 2,256 3,346 1,674 1,424 1,700 2,222 14,805 16,083 18,949 13,564 18,949 18,194 31,182 33,927 39,670 29,958 39,670 38,088 20,610 23,839 36,142 27,254 33,025 38,305 1,806 3,455 4,087 3,396 4,900 3,979 262,044 288,892 347,327 253,863 338,994 337,173 3,093 5,014 3,900 3,494 5,400 3,900 1,012 1,878 2,400 1,577 2,400 2,700 275 294 300 300 500 400 14,934 14,149 15,000 13,528 16,000 16,000 144,862 114,049 135,000 107,829 145,000 145,000 1,435 829 1,100 612 1,100 1,500 165,612 136,214 157,700 127,341 170,400 169,500 2,386 2,245 6,150 2,354 6,150 6,500 2,386 2,245 6,150 2,354 6,150 6,500 4,479 6,158 6,200 5,299 6,200 7,000 4,479 6,158 6,200 5,299 6,200 7,000 75 33 200 60 200 200 75 33 200 60 200 200 2,706 3,487 5,800 3,003 5,560 8,000 24 32 100 0 100 100 2,188 2,169 4,757 2,130 7,300 11,060 176 104 200 123 320 650 5,094 5,792 10,857 5,256 13,280 19,810 170 8 -04-2017 12:49 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG City Assistance Professional Services Maintenance Services 877-551000 Outside Fleet Repair 68,282 877-551100 Building Maintenance 239 877-551400 Minor & Other Equip Maint 4,998 877-551800 Other Maintenance Agreements 0 TOTAL Maintenance Services 73,518 Rental/Leasing 9,000 Operating Equipment 160,000 877-571200 Vehicles & Access. < $5,000 0 877-571500 operating Equipment 7,333 TOTAL operating Equipment 7,333 Capital Outlay 877-581200 Vehicles & Access. Over $5,00 51,525 877-581500 Equipment Over $5,000 6,497 TOTAL Capital Outlay 58,022 TOTAL FLEET SERVICE 578,564 160,645 151,000 3,357 793 4,701 5,000 1,075 9,000 169,778 165,793 118,132 145,000 110,000 793 1,000 750 3,013 5,000 5,000 40 9,000 9,000 121,978 160,000 124,750 9,264 0 0 0 0 8,524 7,700 4,719 8,200 8,200 17,788 7,700 4,719 8,200 8,200 80,261 44,000 0 0 0 0 80,261 44,000 0 707,160 745,927 520,870 "AI 29,000 89,000 0 0 29,000 89,000 732,424 762,133 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK `rya DEPARTMENT: FLEET & FACILITY SERVICES DIVISION: 878 Facility Services FUND: 101 GENERAL FUND VISION STATEMENT Providing first class service that delivers reliable, efficient and maintained facilities for all employees and the citizens of Schertz. MISSION STATEMENT Provide safe, enjoyable, and attractive facilities that allow diverse programs and responsive services that enhance the quality of life of citizens and employees by managing building functions, facility care, and security through quality maintenance in a professional environment. GOALS AND OBJECTIVES • Provide quality customer services in an effective and efficient manner. • Promote and implement energy efficiency programs to reduce utility consumption. • Provide high - quality preventative maintenance to extend the life of facilities. • Provide safe and clean facilities. DEPARTMENT DESCRIPTION Facility Services supports and maintains 22 facilities totaling 250,202 square feet with a value of $27,177,765.00 consisting of carpet, tile floors, other flooring, offices, storage areas, rest rooms, cells, meeting /training rooms. Provide function set up for events such as City Council, Planning and Zoning, Board of Adjustment, Library Board, Department meetings, Municipal Court, training seminars, exercise classes, elections, Buffalo Valley Youth Association (BVYA) basketball, ground breaking ceremonies and other special events. Provide function set up for private events such as weddings, birthdays, anniversaries, graduations, family reunions, retirements and other functions. Set up average of 138 events per month. Provides custodial services, cleaning, basic maintenance and upkeep of City Hall, Administration Building, Police, Fire, EMS, Community Center Central, Community 173 FACILITY SERVICES Center North, City Council Chambers, Civic Center, Public Library, Visitor Center (Kramer House), YMCA, Senior Center, Purchasing building, Public Works facility, Animal Control, Fire /EMS station on I.H.35, Marion EMS station, Records and Facility Services building, Employee ID badges and building access. In mid -year for FY 2015 -16 the General Services and Building Maintenance divisions were reunited and moved under the Fleet and Facility Services Department. ORGANIZATION CHART FACILITY SERVICES 2015 -16 2016 -17 2017 -18 Facility Services Manager 1 1 1 Facility Services Supervisor 1 1 1 Facility Services Administrative Assistant 1 1 1 Facilities Technician II 0 2 2 Facilities Technician 1 7 6 6 Event Attendant 0 0 3 P/T Facilities Tech 128 Hours 4 3 0 Facilities Maint Foreman 1 1 1 Facilities Maint Worker 1 2 2 2 TOTAL POSITIONS 1 171 17 17 IWAI FACILITY SERVICES General Services 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Square footage maintained Events set up City Buildings Maintained Completed work orders I.D. Badges made (City /Strac /YMCA ect) Internal Pest Control Services Annual Hours worked @ Event Centers 250,202 250,202 250,202 1467 1488 1506 22 22 22 370 468 492 239 224 230 52 92 92 7,355 9,304 9,823 Building Maintenance 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Electrical Repairs 196 92 104 Plumbing Repairs 108 48 65 HVAC Repairs 86 113 141 Carpentry 15 13 12 Misc. / other 441 226 298 Personnel 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel $697,761 $797,009 $810,968 Supplies 100,841 114,850 113,500 Utility Services 181,083 155,615 159,515 Staff Support 15,153 12,702 14,200 Professional Services 43,785 8,500 48,000 Maintenance Services 225,307 300,250 205,000 Rental Equipment 1,856 2,250 2,000 Operating Equipment 770 2,700 7,000 Capital Outlay 23,088 37,250 93,000 Total $1,289,644 $1,431,126 $1,453, 183 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 1.5% from the FY 2016 -17 year end estimate. Increases in capital outlay to purchase replacement vehicles are offset by lower maintenance costs expected in FY 2017 -18. 175 B-04-2017 12:49 PM 101 - GENERAL FUND INTERNAL SERVICE EXPENDITURES BUILDING MAINTENANCE Personnel Services 878- 511110 Regular 878 - 511120 Overtime 678- 511180 LTD 878 - 511210 Lonegevity 878 - 511230 Certification Allowance 878 - 511310 FICA - Employer 878 - 511350 TMRS - Employer 878- 511410 Health - Employer 678 - 511500 Workman's Compensation TOTAL Personnel Services Supplies 878- 521000 Operating Supplies 878 - 521100 Office Supplies 878 - 521200 Medical /Chem Supplies 878 - 521300 Motor Vehicle Supplies 878- 521600 Equip Maint Supplies TOTAL Supplies Utility Services 878- 533100 Gas Utility Service 878- 533200 Electric Utility Service 878 - 533410 Water Utility Service 878- 533500 Vehicle Fuel TOTAL Utility Services Staff Support 878- 535100 Uniforms 878 - 535200 Awards 878 - 535300 Memberships B78- 535500 Training /Travel 878 - 535510 Meeting Expense TOTAL Staff Support Professional Services 878- 541310 Contractual Services TOTAL Professional Services C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: t-------- - - - - -- 2016 -2017 ---------- - - - - -H -- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 80,675 96,526 514,230 371,583 514,862 535,715 2,123 7,009 19,286 27,829 37,000 19,012 231 299 1,425 1,060 1,424 1,422 3,061 3,310 11,688 12,623 14,000 12,012 0 0 1,885 1,385 1,731 1,911 6,430 7,995 42,081 26,356 42,715 43,771 13,830 17,166 88,095 60,324 89,422 91,633 13,614 16,751 91,889 70,531 67,257 94,849 1,004 1,866 10,346 8,596 8,598 10,643 121,167 150,923 781,125 580,289 797,009 810,968 657 4,288 99,077 72,039 110,000 100,000 28 0 1,000 624 1,000 1,300 0 0 0 0 0 9,000 0 225 B50 557 1,350 1,200 0 0 2,175 2,175 2,500 2,000 684 4,513 103,103 75,395 114,850 113,500 0 0 2,615 1,573 4,115 6,615 0 0 108,000 59,783 108,000 105,800 0 0 35,600 20,982 35,000 38,600 2,480 2,366 7,500 5,272 8,500 8,500 2,480 2,368 153,715 87,610 155,615 159,515 1,082 1,837 7,402 6,288 8,602 8,500 12 32 200 0 200 500 0 618 120 120 500 1,200 631 771 2,000 1,626 2,600 3,000 81 52 800 490 800 1,000 1,806 3,310 10,522 8,524 12,702 14,200 6,778 43,785 9,000 0 6,500 48,000 61778 43,785 9,000 0 8,500 48,000 176 8 -04-2017 12:49 PM C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JUNE 30TH, 2017 INTERNAL SERVICE EXPENDITURES -------------- 2016-2017 2014-2015 2015-2016 CURRENT Y-T-D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )( -------- 2017-2018 -- -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG Maintenance Services 878-551100 Building Maintenance 99,535 194,419 180,038 232,482 264,700 170,000 878-551400 Minor & Other Equip Maint 187 1,695 4,432 4,432 5,000 3,000 878-551800 Other Maintenance Agreements 0 0 30,550 28,917 30,550 32,000 TOTAL Maintenance Services 99,723 196,114 215,020 265,831 300,250 205,000 Rental/Leasing 878-561100 Rental-Equipment 467 1,263 39 2,211 2,250 2,000 TOTAL Rental/Leasing 467 1,263 39 2,211 2,250 2,000 Operating Equipment 878-571700 Improvement Under $5,000 2,260 0 0 0 0 4,500 878-571800 Equipment Less $5,000 2,900 0 2,700 2,061 2,700 2,500 TOTAL Operating Equipment 5,160 0 2,700 2,061 2,700 7,000 Capital Outlay 678-581200 Vehicles & Access. Over $5,00 28,694 0 25,873 25,873 30,000 93,000 878-581700 Improvements over $5,000 0 0 0 0 7,250 0 TOTAL Capital Outlay 26,694 0 25,873 25,873 37,250 93,000 TOTAL BUILDING MAINTENANCE 266,959 402,276 1,301,096 1,047,794 1,431,126 1,453,183 TOTAL INTERNAL SERVICE 3,413,367 3,488,598 4,929,355 3,501,358 4,895,799 5,696,878 177 8 -04 -2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES 2014 -2015 ACTUAL GENERAL SERVICES Personnel Services 161- 511110 Regular 403,337 161 - 511120 Overtime 23,577 161 - 511180 LTD 1,058 161 - 511210 Longevity 12,474 161- 511230 Certification Allowance 2,031 161 - 511310 FICA - Employer 28,538 161 - 511350 TMRS- Employer 63,004 161- 511410 Health- Employer 58,312 161- 511500 Workers' Compensation 6,811 TOTAL Personnel Services 599,142 Supplies 0 0 0 161 - 521000 Operating Supplies 40,897 161- 521100 Office Supplies 911 161 - 521200 Medical /Chem Supplies 10,137 161- 521300 Motor Veh. Supplies 42 161- 521600 Equip Maint Supplies 788 TOTAL Supplies 52,774 Utility Services 0 161- 533100 Gas Utility Service 843 161- 533200 Electric Utility Service 77,640 161 - 533310 Telephone /Cell Phones 0 161- 533410 Water Utility Service 17,853 161- 533500 Vehicle Fuel 5,713 TOTAL Utility Services 102,049 Operations Support 0 Staff Support 207 161 - 535100 Uniforms 7,164 161- 535300 Memberships 128 161- 535500 Training /Travel 930 161- 535510 Meeting Expenses 768 TOTAL Staff Support 8,990 Maintenance Services 161- 551100 Building Maintenance 0 161 - 551400 Minor & Other Equip Maint 344 161 - 551700 Grounds Maintenance 810 161- 551800 Other Maintenance Agreements 28,298 TOTAL Maintenance Services 29,452 C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2015 -2016 CURRENT Y -T -D ACTUAL BUDGET ACTUAL PAGE: ---- -- - -- -H -- - - - - -- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 364,885 0 0 0 0 23,923 0 0 0 0 921 0 0 0 0 14,062 0 0 0 0 1,800 0 0 0 0 26,362 0 0 0 0 58,769 0 0 0 0 48,587 0 0 0 0 7,528 0 0 0 0 546,838 0 0 0 0 76,063 0 0 0 0 1,305 0 0 0 0 18,165 0 0 0 0 160 0 0 0 0 634 0 0 0 0 96,328 0 0 0 0 3,242 0 0 0 0 131,795 0 0 0 0 207 0 0 0 0 36,876 0 0 0 0 4,596 0 0 0 0 178,715 0 0 0 0 8,210 0 0 0 0 453 0 0 0 0 2,458 0 0 0 0 721 0 0 0 0 11,843 0 0 0 0 496 0 0 0 0 324 0 0 0 0 0 0 0 0 0 28,373 0 0 0 0 29,193 0 0 0 0 178 B-04-2017 12:49 PM 101 - GENERAL FUND GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (------ -- - --- -- 2016-2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Rental /Leasing 161 - 561100 Rental - Equipment 421 593 0 0 0 0 TOTAL Rental /Leasing 421 593 0 0 0 0 Operating Equipment 161 - 571500 Operating Equipment 3,408 770 0 0 0 0 161- 571700 Improvements under $5,000 6,670 0 0 0 0 0 TOTAL Operating Equipment 10,078 770 0 0 0 0 Capital Outlay 161- 581200 Vehicles & Access. Over $5,00 0 23,088 0 0 0 0 TOTAL Capital Outlay 0 23,088 0 0 0 0 TOTAL GENERAL SERVICES 802,905 887,368 0 0 0 0 179 8-04-2017 12:49 PM 101-GENERAL FUND GENERAL GOVERNMENT EXPENDITURES BUILDING 6-8 MAINTENANCE Supplies C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: ( -------------- 2016-2017 -- ------------ -7(-- --- - -- 2017-2018 -- -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED 13LTDG 163-521000 Operating Supplies 21,242 0 0 0 0 0 163-521200 Medical/Chem Supplies 5,330 0 0 0 0 0 TOTAL Supplies 26,573 0 0 0 0 0 Utility Services 163-533100 Gas Utility Service 4,151 0 0 0 0 0 163-533200 Electricity Utility Service 65,104 0 0 0 0 0 163-533410 Water Utility Service 10,927 0 0 0 0 0 163-533500 Fuel-Diesel 993 0 0 0 0 0 TOTAL Utility Services 81,175 0 0 0 0 0 Maintenance Services 163-551100 Building Maintenance 61,889 0 0 0 0 0 163-551400 Minor & Other Equip Maint 39 0 0 0 0 0 163-551800 Other Maintenance Agreements 4,892 0 0 0 0 0 TOTAL Maintenance Services 66 820 0 0 0 0 0 Operating Equipment 163-571700 Improvements Less $5,000 22,027 0 0 0 0 TOTAL Operating Equipment 22,027 0 0 0 0 Capital Outlay 0 0 TOTAL BUILDING 6-8 MAINTENANCE 196,595 0 0 0 0 0 180 DEPARTMENT: 901 CITY ASSISTANCE FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION The Senior Center is supported by contracting with the YMCA for programing and a vendor to support the meal program. The Senior Center provides a social environment for the local area seniors and a hot meal for them to enjoy. The Patient Assistance program is an Interlocal Agreement between the City of Schertz and Guadalupe Valley Hospital. The Hospital agrees to provide prescription medication free of charge or at a low cost to citizens of Schertz who qualify for assistance under established guidelines. The Hospital agrees to maintain a part -time intake and information office in Schertz. Prescriptions will be filled and administered at the Hospital's Seguin facility. The City agrees to pay the hospital an agreed upon amount under the yearly contract. The Hospital agrees to provide written reports to the City and to provide the City with the complete budget for the Hospital's drug program. This contract is for $5,000. The City of Schertz also provides assistance to the Guadalupe Children's Advocacy Center. The Center provides a warm, homelike environment for children who visit to be interviewed about physical or sexual abuse. The Children's Advocacy Center's primary emphasis is placed on the well -being of the child to prevent further trauma. This agreement is for $5,000 Transportation Assistance is provided through Alamo Regional Transit for senior citizens. Starting in 2016 -17 the City has entered into a support agreement with the Schertz Housing Authority to provide assistance in their mission of helping those in need find suitable living spaces. City Assistance Total $237,816 $266,300 $293,872 $237,816 $266,300 $293,872 PROGRAM JUSTIFICATION & ANALYSIS The FY 2017 -18 Budget will increase 10.4% from estimate with the first full year of Senior Center meal 181 the FY 2016 -17 year end program. 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget City Assistance Total $237,816 $266,300 $293,872 $237,816 $266,300 $293,872 PROGRAM JUSTIFICATION & ANALYSIS The FY 2017 -18 Budget will increase 10.4% from estimate with the first full year of Senior Center meal 181 the FY 2016 -17 year end program. B-04-2017 12:49 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES -------------- 2016-2017 --------------- -------- 2017-2018 - --- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG CITY'S ASSISTANCE Utility Services City Assistance 901-537300 Patient Assistence 5,000 5,000 5,000 0 5,000 5,000 901-527400 Transportation Assistance 31,678 29,115 28,872 26,872 31,000 28,872 901-537500 Children's Advocacy Assistant 5,000 5,000 5,000 0 5,000 5,000 901-537600 SchQrtz Housing Authority 0 0 0 0 0 5,000 901-537700 Senior Citizens Program 0 198,701 206,388 173,040 225,300 250,000 TOTAL City Assistance 41,678 237,816 245,260 201,912 266,300 293,872 TOTAL CITY'S ASSISTANCE 41,678 237,816 245,260 201,912 266,300 293,872 182 B-04-2017 12:49 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 PARKS & RECREATION EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END REC014MNDED BUDG SENIOR CITIZEN CENTER Personnel Services Supplies 465 - 521000 Operating Supplies 5,758 0 0 0 0 0 465- 521100 Office Supplies 144 0 0 0 0 0 465 - 521110 Office Supplies - Refreshment 893 0 0 0 0 0 TOTAL Supplies 6,795 0 0 0 0 0 Utility Services 465 - 533410 Water Utility Service 217 0 0 0 0 0 TOTAL Utility Services 217 0 0 0 0 0 Operations Support 465- 534100 Advertising 592 0 0 0 0 0 TOTAL Operations Support 592 0 0 0 0 0 City Assistance 465- 537700 Senior Citizen Hot Meals 40,804 0 0 0 0 0 TOTAL City Assistance 40,804 0 0 0 0 0 Professional Services 465 - 541300 Other Consl /Prof Services 2,184 0 0 0 0 0 465 - 541920 Entertainment Services 10,439 0 0 0 0 0 TOTAL Professional Services 12,622 0 0 0 0 0 Maintenance Services 465- 551100 Building Maintenance 306 0 0 0 0 0 465- 551800 Other Maintenance Agreements 91 0 0 0 0 0 TOTAL Maintenance Services 397 0 0 0 0 0 TOTAL SENIOR CITIZEN CENTER 61,426 0 0 0 0 0 TOTAL PARKS & RECREATION 1,279,747 1,237,140 1,814,217 1,032,992 1,755,444 1,937,424 183 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 184 DEPARTMENT: 101 GENERAL DEPARTMENT DESCRIPTION The court security fee and court technology fees are revenues that are restricted on use. The court technology must only be spent to purchase new or replacement devices to improve or maintain the efficiency of the Municipal Court. Approved purchases are computers, servers where court files are stored and computerized ticket writers. The court security fee can only be used to add or enhance security measure to the court room for the safety of staff and citizens. Currently the security fee will be used to offset a Deputy Marshal position which provides security for the Court. Operating Equipment Total $5,324 $27,245 $21,983 $5,324 $27,245 $21,983 PROGRAM JUSTIFICAITON & ANALYSIS The FY 2017 -18 Budget will decrease 19.3% from the FY 2016 -17 to match reduced court technology fees being collected. 185 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Operating Equipment Total $5,324 $27,245 $21,983 $5,324 $27,245 $21,983 PROGRAM JUSTIFICAITON & ANALYSIS The FY 2017 -18 Budget will decrease 19.3% from the FY 2016 -17 to match reduced court technology fees being collected. 185 8 -04-2017 12:49 PM 101-GENERAL FUND 14ISC & PROJECTS EXPENDITURES COURT-RESTRICTED FUNDS Fund Charges/Transfers Operating Equipment 910-571600 Court Technology Expenditure TOTAL operating Equipment TOTAL COURT-RESTRICTED FUNDS C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: 0 5,324 19,448 -------------- 2016-2017 --------------- -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 0 5,324 19,448 357 27,245 21,983 5,324 19,448 357 27,245 21,983 0 5,324 19,448 357 27,245 21,983 186 B-04-2017 12:49 PM C I T Y 0 F. S C H E R T Z PAGE: - PROPOSED BUDGET WORKSHEET 101 - GENERAL FUND AS OF: JUNE 30TH, 2017 MISC 6 PROJECTS EXPENDITURES (-------- - - - - -- 2016 -2017 -- ----- -------- )Z-- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMVENDED BUDG 1p r LIBRARY CAMPAIGN PROJECT Supplies Professional Services w TOTAL MISC & PROJECTS 41,678 243,140 264,708 202,269 293,545 315,855 TOTAL EXPENDITURES 23,803,223 24,978,730 29,593,044 20,553,211 28,546,612 31,354,058 187 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 188 FUND: 106 SPECIAL EVENTS DESCRIPTION The Special Events Fund is designated to monitor and manage funds appropriated to pay for all events sponsored or co- sponsored by the City of Schertz. Events include: Wilenchik Walk for Life, Jubilee, Schertz Q, Schertz SPIN, Trunk -or- Treat, Festival of Angels, and the Sweetheart Court Scholarship program. Revenues Fund Transfers $42,669 $70,200 $73,800 Miscellaneous 33,169 107,046 96,400 Total $75,838 $177,246 $170,200 Expenses Non Departmental 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenues Fund Transfers $42,669 $70,200 $73,800 Miscellaneous 33,169 107,046 96,400 Total $75,838 $177,246 $170,200 Expenses Non Departmental $3,836 $0 $0 Festival of Angels 11,872 12,000 13,000 Employee Appreciation 4,327 12,000 13,000 Jubilee 0 26,000 26,000 National Night Out 224 300 400 Walk for Life 14,513 15,000 20,000 Schertz Q 0 30,000 30,000 Sweetheart Event 18,643 28,250 31,250 Hal Baldwin Scholarship 14,255 18,500 15,050 Other Events 5,978 14,000 21,500 Total $73,648 $156,050 $170,200 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2017 -18 is expected to decrease 4.0% from FY 2016 -17 year end estimates due to match revenue from the Hal Baldwin Scholarship to the average annual expenditures. Expenses: The Special Events Fund FY 2017 -18 Budget increased 9.1 % from the FY 2016 -17 year end estimates. This increase is due to an expected increase in the number of retirements in Other Events. 189 B-04-2017 03:11 PM 106 - SPECIAL EVENTS FUND FINANCIAL SUMMARY REVENUE SUMMARY e'una Transrers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL TOTAL GENERAL GOVERNMENT PUBLIC WORKS CULTURAL FESTIVAL OF ANGELS EMPLOYEE APPRECIATION EV 4th OF JULY JUBILEE NATIONAL NIGHT OUT WALK FOR LIFE SCHERTZ FEST SWEETHEART EVENT JAZZ N BLUES EVENT HAL BALDWIN SCHOLARSHIP OTHER EVENTS TOTAL CULTURAL TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 --------------- )( -- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT` +. ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 32,682 42,669 81,450 0 70,200 73,800 34,654 33,169 79,900 73,377 107,046 96,400 67,337 75,838 161,350 73,377 177,246 170,200 9,285 3,836 10,750 0 0 0 9,285 3,836 10,750 0 0 0 12,332 11,872 13,000 10,913 12,000 13,000 11,156 4,327 13,000 10,339 12,000 13,000 0 0 26,000 4,213 26,000 26,000 0 224 300 0 300 400 13,926 14,513 25,000 12,620 15,000 20,000 0 0 0 0 30,000 30,000 18,597 18,643 34,250 13,432 28,250 31,250 20 0 0 0 0 0 12,365 14,255 20,050 14,047 18,500 15,050 7,408 5,978 14,000 7,766 14,000 21,500 75,804 69,812 145,600 73,329 156,050 170,200 85,089 73,648 156,350 73,329 156,050 170,200 ( 17,752) 2,190 5,000 48 21,196 0 190 B-04-2017 03:11 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 106 - SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Fees Fund Transfers 000 - 481000 Transfer In - Reserves 0 000 - 486100 Transfer In 3,302 000 - 486101 Transfer In- General Fund 29,381 TOTAL Fund Transfers 32,682 Miscellaneous 61,700 000 - 491200 Investment Income 22 000 - 492200 Wilenchik Walk for Life 13,926 000 - 493000 July 4th Activities 0 000 - 493150 SchertzFest 0 000 - 493256 Donations - Police Events 500 000 - 493455 Proceeds - Festival of Angels 255 000 - 493460 Schertz Sweetheart 850 000 - 493621 Hal Baldwin Scholarship 19,102 000 - 497000 Misc Income - Special Events 0 TOTAL Miscellaneous 34,654 TOTAL REVENUES 67,337 0 10,750 0 0 0 2,996 9,000 0 8,500 9,000 39,674 61,700 0 61,700 64,800 42,669 81,450 0 70,200 73,800 86 0 107 130 150 14,513 25,000 12,620 12,620 20,000 0 31,000 26,565 27,211 26,000 0 0 0 30,000 30,000 0 3,000 0 3,000 3,000 720 0 5,615 5,615 700 1,240 850 1,705 1,705 1,500 16,360 20,050 25,765 25,765 15,050 250 0 1,000 1,000 0 33,169 79,900 73,377 107,046 96,400 75,838 161,350 73,377 177,246 170,200 191 B -04 -2017 03:11 PM 106 - SPECIAL EVENTS FUND GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (------ -- - - - - -- 2016 -2017 ----- ----- - - ---H ------ -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG NON DEPARTMENTAL Fund Charges /Transfers 101 - 548615 Transfer Out - Hist. Committe 9,285 3,836 10,750 0 0 0 TOTAL Fund Charges /Transfers 9,285 3,836 10,750 0 0 0 TOTAL NON DEPARTMENTAL 9,285 3,836 10,750 0 0 0 TOTAL GENERAL GOVERNMENT 9,285 3,836 10,750 0 0 0 192 8 -04 -2017 03:11 PM 106 - SPECIAL EVENTS FUND CULTURAL EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG FESTIVAL OF ANGELS City Support Services 601 - 532800 Festival of Angels 12,332 11,872 13,000 10,913 12,000 13,000 TOTAL City Support Services 12,332 11,872 13,000 10,913 12,000 13,000 Operations Support TOTAL FESTIVAL OF ANGELS 12,332 11,872 13,000 10,913 12,000 13,000 193 8 -09 -2017 03:11 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 106 - SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2017 CULTURAL EXPENDITURES (-------- - - - - -- 2016 -2017 ---------- - - - - -H -- - - - - -- 2017 -2018 - - -- 2019 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG EMPLOYEE APPRECIATION EV City Support Services 602 - 532800 Employee Appreciation Events 11,156 9,327 13,000 10,339 12,000 13,000 TOTAL City Support Services 11,156 9,327 13,000 10,339 12,000 13,000 TOTAL EMPLOYEE APPRECIATION EV 11,156 9,327 13,000 10,339 12,000 13,000 194 B-04-2017 03:11 PM 106 - SPECIAL EVENTS FUND CULTURAL EXPENDITURES 4th OF JULY JUBILEE City Support Services 604 - 532800 4th of July Jubiilee TOTAL City Support Services Operations Support C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG l' it 0 0 26,000 4,213 26,000 26,000 0 0 26,000 4,213 26,000 26,000 c ". e TOTAL 4th OF JULY JUBILEE 0 0 26,000 4,213 26,000 26,000 195 B-04-2017 03:11 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 106 - SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2017 CULTURAL EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT j ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG r I NATIONAL NIGHT OUT City Support Services k= 607 - 532800 National Night Out 0 224 300 0 300 400 TOTAL City Support Services 0 224 300 0 300 400 TOTAL NATIONAL NIGHT OUT 0 224 300 0 300 400 196 8 -04 -2017 03:11 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 106 - SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2017 CULTURAL EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- H-- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG WALK FOR LIFE City Support Services 608- 532800 Wilenchik Walk for Life 13,926 14,513 25,000 12,620 15,000 20,000 TOTAL City Support Services 13,926 14,513 25,000 12,620 15,000 20,000 Operations Support TOTAL WALK FOR LIFE 13,926 14,513 25,000 12,620 15,000 20,000 197 B-04-2017 03:11 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 106 - SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2017 CULTURAL EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG SCHERTZ FEST Supplies City Support Services 617 - 532850 SchertzQ 0 0 0 0 30,000 30,000 TOTAL City Support Services 0 0 0 0 30,000 30,000 Operations Support Fund Charges /Transfers Operating Equipment TOTAL SCHERTZ FEST 0 0 0 0 30,000 30,000 198 B-04-2017 03:11 PM 106 - SPECIAL EVENTS FUND CULTURAL EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG SWEETHEART EVENT City Support Services 619 - 532800 Schertz Sweetheart 14,847 17,143 25,000 13,432 19,000 20,000 619- 532850 Scholarships- Sweethearts 3,750 1,500 9,250 0 9,250 11,250 TOTAL City Support Services 18,597 18,643 34,250 13,432 28,250 31,250 TOTAL SWEETHEART EVENT 18,597 18,643 34,250 13,432 28,250 31,250 199 B-04-2017 03:11 PM 106 - SPECIAL EVENTS FUND CULTURAL EXPENDITURES JAZZ N BLUES EVENT City Support Services 620- 532800 Jazzfest TOTAL City Support Services TOTAL JAZZ N BLUES EVENT 20 0 0 0 0 0 200 C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 it (-------- - - ---- 2016-2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT '' ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 20 0 0 0 0 0 20 0 0 0 0 0 K =- TOTAL JAZZ N BLUES EVENT 20 0 0 0 0 0 200 B-04-2017 03:11 PM 106- SPECIAL EVENTS FUND CULTURAL EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG HAL BALDWIN SCHOLARSHIP City Support Services 621 - 532800 Golf Tournament 8,349 9,248 15,000 9,047 11,000 10,000 621- 532850 Hal Baldwin Scholarship 4,016 5,008 5,050 5,000 7,500 5,050 TOTAL City Support Services 12,365 14,255 20,050 14,047 18,500 15,050 Fund Charges /Transfers TOTAL HAL BALDWIN SCHOLARSHIP 12,365 14,255 20,050 14,047 201 18,500 15,050 8 -04 -2017 03:11 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 106 - SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2017 CULTURAL EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT _ ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG OTHER EVENTS - --- --- his;.. City Support Services 626 - 532800 Other Events 6,986 5,978 11,000 7,766 11,000 18,500 626 - 532810 Police Events 423 0 3,000 0 3,000 3,000 TOTAL City Support Services 7,408 5,978 14,000 7,766 14,000 21,500 Operations Support TOTAL OTHER EVENTS 7,408 5,978 14,000 7,766 14,000 21,500 TOTAL CULTURAL 75,804 69,812 145,600 73,329 156,050 170,200 TOTAL EXPENDITURES 85,089 73,648 156,350 73,329 156,050 170,200 i 202 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. Revenue Taxes $5,810,724 Fund Transfers 0 Miscellaneous 4,575,557 Total $10,386,281 Expenses Professional Service $84,774 Debt Service 5,621,626 Other Financing Sources 4,215,482 Total $9,921,882 PROGRAM JUSTIFICATION AND ANALYSIS $6,141,634 $6,030,353 0 487,110 4,692,438 477,069 $10,834,072 $6,994,532 $2,800 $2,550 6,313,578 6,991,982 4,220,709 0 $10,537,087 $6,994,532 Revenues: Revenues for FY 2017 -18 increase 5.2% from the FY 2016 -17 estimate from $487,110 being transferred from reserves for the year. This withdraw is a planned transfer of excess reserves to reduce the tax rate. Expenses: The FY 2017 -18 Budget will increase 9.3% from the FY 2016 -17 year end estimate with the addition of the 2017 bond payments starting in February 2018. 203 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Taxes $5,810,724 Fund Transfers 0 Miscellaneous 4,575,557 Total $10,386,281 Expenses Professional Service $84,774 Debt Service 5,621,626 Other Financing Sources 4,215,482 Total $9,921,882 PROGRAM JUSTIFICATION AND ANALYSIS $6,141,634 $6,030,353 0 487,110 4,692,438 477,069 $10,834,072 $6,994,532 $2,800 $2,550 6,313,578 6,991,982 4,220,709 0 $10,537,087 $6,994,532 Revenues: Revenues for FY 2017 -18 increase 5.2% from the FY 2016 -17 estimate from $487,110 being transferred from reserves for the year. This withdraw is a planned transfer of excess reserves to reduce the tax rate. Expenses: The FY 2017 -18 Budget will increase 9.3% from the FY 2016 -17 year end estimate with the addition of the 2017 bond payments starting in February 2018. 203 B -04 -2017 12:53 PM 505 -TAX I &S FINANCIAL SUMMARY REVENUE SUMMARY Taxes Fund Transfers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL C I T Y O F S C H E R T Z 5,331,134 PAGE: 6,994,532 PROPOSED BUDGET WORKSHEET 9,921,882 6,614,581 5,331,134 6,400,034 AS OF: JUNE 30TH, 2017 5,563,079 9,921,882 6,614,581 5,331,134 (-------- - - - - -- 2016-2017 --------------- REVENUE OVER /(UNDER) EXPENDITURES -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 5,415,059 5,810,724 6,102,433 6,108,623 6,141,634 6,030,353 0 0 40,860 0 0 487,110 369,763 4,575,557 471,288 500,787 507,438 477,069 5,784,822 10,386,281 6,614,581 6,609,410 6,649,072 6,994,532 NON DEPARTMENTAL 5,563,079 9,921,882 6,614,581 5,331,134 6,400,034 6,994,532 TOTAL GENERAL GOVERNMENT 5,563,079 9,921,882 6,614,581 5,331,134 6,400,034 6,994,532 TOTAL EXPENDITURES 5,563,079 9,921,882 6,614,581 5,331,134 6,400,034 6,994,532 REVENUE OVER /(UNDER) EXPENDITURES 221,743 464,400 0 1,278,276 249,038 0 204 8 -04 -2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 505 -TAX I &S AS OF: JUNE 30TH, 2017 REVENUES 205 (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Taxes 000 - 411900 Property Tax Revenue 5,415,059 5,810,724 6,102,433 6,108,623 6,141,634 6,030,353 TOTAL Taxes 5,415,059 5,810,724 6,102,433 6,108,623 6,141,634 6,030,353 Fund Transfers 000- 4B1000 Transfer In - Reserves 0 0 40,860 0 0 487,110 TOTAL Fund Transfers 0 0 40,860 0 0 487,110 Miscellaneous 000 - 491000 Interest Earned 23 258 500 163 300 300 000 - 491200 Investment Income 2,552 34,181 4,000 39,604 40,000 16,000 000 - 495015 Contribution from SED 367,188 356,119 366,788 361,019 367,138 360,769 000 - 495020 Contribution From YMCA 0 0 100,000 100,000 100,000 100,000 000 - 498000 Proceeds From Refunding Debt 0 4,185,000 0 0 0 0 TOTAL Miscellaneous 369,763 4,575,557 471,288 500,787 507,438 477,069 TOTAL REVENUES 5,784,822 10,386,281 6,614,581 6,609,410 6,649,072 6,994,532 205 B -04 -2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 505 -TAX I &S AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG NON DEPARTMENTAL Professional Services 101 - 541500 Paying Agent 3,150 2,550 2,500 1,550 2,800 2,550 101- 541502 Cost of Bond Issuance 0 82,224 100,000 0 0 0 TOTAL Professional Services 3,150 84,774 102,500 1,550 2,600 2,550 Debt Service 101- 555612 Bond -GO Refunding 2010 - Princi 265,000 275,000 285,000 285,000 285,000 285,000 101- 555612.Bond -GO Refundin 2010 - Interes 33,750 55,425 47,025 25,650 47,025 38,475 101 - 555626 Bond -GO Series 2006- Principal 350,000 400,000 0 0 0 0 101- 555626.Bond -GO Series 2006 - Interest 200,451 0 0 0 0 0 101- 555628 Bond -CO 2007 - Principal 116,133 122,B00 0 0 0 0 101- 555628.Bond -CO 2007 - Interest 9,561 4,924 0 0 0 0 101- 555629 Bond -GO 2007 Principal 255,000 265,000 280,000 280,000 280,000 290,000 101- 555629.Bond -GO 2007 Interest 169,367 158,920 147,945 76,821 147,691 136,345 101 - 555630 Bond -GO SR2008 Principal 420,000 440,000 460,000 460,000 460,000 475,000 101- 555630.Bond -GO SR200B Interest 314,706 296,947 278,362 143,931 147,945 259,055 101- 555631 Bond -GO SR2009 Principal 535,000 540,000 550,000 550,000 550,000 550,000 101- 555631.Bond -GO SR2009 Interest 298,800 282,675 266,325 137,286 266,325 249,138 101 - 555633 Bond -GO SR2011 Principal 220,000 225,000 235,000 235,000 235,000 240,000 101- 555633.Bond -GO SR2011 Interest 349,438 341,663 334,763 169,144 344,763 327,038 101- 555634 Bond -GO 2011A Refund - Principa 610,000 605,000 620,000 620,000 620,000 635,000 101- 555634.Bond -GO 2011A Refund - Interest 130,632 116,596 102,404 54,813 102,404 87,783 101- 555635 Bond -GO 2012 - Principal 295,000 310,000 320,000 320,000 320,000 335,000 101- 555635.Bond -GO 2012 - Interest 206,443 194,721 181,755 94,35E 181,755 168,095 101- 555636 Tax Note - SR2013 - Principal 165,000 170,000 170,000 170,000 170,000 170,000 101- 555636.Tax Note - SR2013 - Interest 7,543 5,950 3,995 2,550 3,995 1,445 101- 555637 Tax Note - SR2013A - Principa 160,000 160,000 160,000 160,000 160,000 165,000 101- 555637.Tax Note - SR2013A - Interest 7,345 5,265 3,1B5 2,113 3,185 1,073 101 - 555638 Bond -GO 2014 Refund- Principal 50,000 100,000 100,000 100,000 100,000 100,000 101- 555638.Bond -GO 2014 Refund - Interest 358,322 294,275 292,275 146,638 292,275 289,775 101- 555639 Tax Note - SR2015 - Principal 30,000 35,000 35,000 0 35,000 35,000 101- 555639.Tax Note - SR2015 - Interest 2,418 3,756 3,150 1,564 3,150 2,538 101 - 555640 Bond-Ref 2015 Bond - Principal 0 80,000 450,000 450,000 450,000 490,000 101- 555640.Bond -GO Ref 2015 - Interest 0 80,369 102,125 53,313 102,125 92,725 101- 555641 Tax Note - SR2015A- Principal 0 125,000 145,000 0 145,000 145,000 101- 555641.Tax Note - SR2015A - Interest 0 10,996 13,783 6,859 13,783 11,550 101- 555642 Bond -GO SR2016- Principal 0 0 0 405,000 405,000 205,000 101- 555642.Bond -GO SR2016- Interest 0 0 0 89,903 175,756 167,607 101- 555643 Bond - Taxable CO SR2016- Princi 0 0 0 55,000 55,000 55,000 101- 555643.Bond- Taxable CO SR2016- Intere 0 0 0 24,856 48,888 47,238 101- 555644 Bond- NonTax CO SR2016- Princip 0 0 0 170,000 170,000 165,000 101- 555644.Bond- NonTax CO SR2016- Interes 0 0 0 39,784 76,169 69,469 101- 555645 Bond -CO SR2017- Principal 0 0 0 0 0 245,000 101- 555645.Bond -CO SR2017 - Interest 0 0 0 0 0 178,689 101- 555646 Bond -GO SR2017 - Principal 0 0 0 0 0 135,000 101- 555646.Bond -GO SR2017 - Interest 0 0 0 0 0 143,944 101 - 555800 Bond Premium 0 ( 83,656) 0 0 0 0 206 8 -04-2017 12:53 PM C I T Y 0 F S C H E R T Z PAGE PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES -------------- 2016-2017 --------------- -------- 2017-2018 - --- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 101-555900 Debt Service 0 0 924,989 0 0. 0 TOTAL Debt Service 5,559,929 5,621,626 6,512,081 5,329,584 6,397,234 6,991,982 Other Financing Sources 101-556300 Payment To Refund Debt 0 4,215,482 0 0 0 0 TOTAL Other Financing Sources 0 4,215,482 0 0 0 0 TOTAL NON DEPARTMENTAL 5,563,079 9,921,882 6,614,581 5,331,134 6,400,034 6,994,532 TOTAL GENERAL GOVERNMENT 5,563,079 9,921,882 6,614,581 5,331,134 6,400,034 6,994,532 TOTAL EXPENDITURES 5,563,079 9,921,882 6,614,581 5,331,134 6,400,034 6,994,532 207 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 208 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 "retail" 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 Bexar Waste. Revenues 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenues 4500,000 $699,161 $0 Franchises $231,045 $229,096 $238,260 Permits 142,026 53,000 0 Fees 19,167,625 20,758,295 22,013,250 Fund Transfers 303,056 136,920 194,546 Miscellaneous 3,026,108 469,438 206,614 Total $22,869,860 $21,646,749 $22,652,670 Expenses General Government 4500,000 $699,161 $0 Business Office 724,208 714,225 782,328 W &S Administration 18,950,229 19,042,959 21,510,342 Projects 0 1,544,161 360,000 Total $20,174,437 $21,301,345 $22,652,670 ►$ :,G 11 $► G►D G1:_ Revenue: Revenues for FY 2017 -18 are expected to increase 4.6% from the FY 2016 -17 year end estimate. The increase for water and sewer rates of, 3% and 6% respectively, follow the 5 year rate plan to ensure revenues match future expenses and capital needs. Garbage Collection rates also increased 3% per the 8 year rate agreement with the garbage contractor. 209 WATER & SEWER FUND Expenses: The FY 2017 -18 Budget increases 6.3% from the FY 2016 -17 year end estimates to include $387,000 of replacement vehicles and equipment, a higher contribution to SSLGC, higher water purchase costs, and higher sewer treatment fees. Nut B-04-2017 12:52 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 202 -WATER & SEWER AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY Franchises Permits Fees Fund Transfers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL BUSINESS OFFICE TOTAL GENERAL GOVERNMENT PUBLIC WORKS W & S ADMINISTRATION TOTAL PUBLIC WORKS MISC & PROJECTS PROJECTS SEWER PROJECTS TOTAL MISC & PROJECTS TOTAL EXPENDITURES REVENUE OVER/(UNDER) EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 140,636 231,045 229,096 197,222 229,096 238,260 125,918 142,026 0 49,564 53,000 0 17,488,825 19,167,625 19,219,995 15,604,285 20,758,295 22,013,250 321,962 303,056 1,681,081 102,690 136,920 194,546 4,285,878 3,026,108 163,047 417,524 469,438 206,614 22,363,219 22,869,860 21,293,219 16,371,285 21,646,749 22,652,670 860,042 500,000 699,161 0 699,161 0 663,157 724,208 726,029 497,148 714,225 782,328 1,523,198 1,224,208 1,425,190 497,148 1,413,386 782,328 17,071,724 18,950,229 19,003,627 13,351,000 19,042,959 21,510,342 17,071,724 18,950,229 19,003,627 13,351,000 19,042,959 21,510,342 85,186 0 85,000 24,480 85,000 0 0 0 760,000 0 760,000 360,000 85,186 0 845,000 24,480 845,000 360,000 18,680,109 20,174,437 21,273,817 13,872,628 21,301,345 22,652,670 3,683,110 2,695,423 19,402 2,498,656 345,404 0 211 8-04-2017 12.52 aM CzrY 0 ucHoar Z PAGE: rROmoaEo Bnoour WORKSHEET 20e-nATnm & omnEu AS OF: anmo »nos' 2017 ^uvumvEo �------- 2016-2017 --------/(---- uoz/-oozu -- 2014-2015 ouzs-cuzs onmREmr Y-r-o PROJECTED czrY ADMIN. uooPr ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Franchises 000-421490 Cell Tower L"""i=v —__140,636i __-231^045 —__229,096 ---197,222� TOTAL r,°==ui"es 140.636 231.045 e29'096 zor'uuu ---229,096 uue^oyo ---238,260 ------ e3e'260 Permits� voo-^u,*oo Development Permit _—�125 - 918i 142,026 0 49,564 TOTAL Permits 12s'918 142.026 u ^o'sou ---53,000 sx'uoo -------0 ------ o Fees ouu-*ssuoo Garbage Collection Fee 4'138'e56 4'433'299 4'270.000 3.461.880 «.*oo.00n v'oso.uou 000-455600 Fire Line Fees xs'sso 27.025 ur'ruu 29.540 32'000 oz'000 oou-^ssruo Recycle Fee Revenue 273'22e 2e6'556 284'000 220'830 290.000 309.750 000-455800 n&a zi=° Construct" Rei"bur 27'10o 34'457 o 26,176 32,000 20'000 uuu-^svzoo Sale of water 7.943'695 o.s^s'oso 9'306.795 s'raa.y*r 9'306'795 o'ocs.000 000-457110 o*°°ru° v*t°= L=s" z«z.rv^ az'oro 97,000 125,531 zao'000 125'000 ------ 000-457120 Water Transfer oua=v°-oezma xz'xuo 59'050 42.000 e^'suz 42'000 su'oou ------ 000-osz»o Water Transfer Charge-UC 4.912 uny o o o o ------ 000-457140 Water Transfer ou==ge-o""=== 28.782 13,528 n o n o ------ 000-«mcoo v°z= of Mete=s oa'osy 71'157 eu'oou os'sro ys'000 eo'000 ------ 000-457400 oe°== cu==s°" 4'567'851 5'394.427 «'000'000 4'715'960 s'ono'oon 6,500,000 ------ 000-457500 Water Penalties e12'188 220'198 200'000 zeo'x»o cso'ouo 220,000 ------ ouu-osazzo oaz° of Merchandise - "*.Deal 1'47o o o u o o ------ 000-458300 Sale of Property/Auction 1'575 o u v o o ------ 000-459200 NSF Check Fee-Wate=aae°e= 2,250 2,200L 2,500 1,850 ------ TOTAL Fee" 17.488'825 19.167'625 19,219,995 15.604'285 ----2,500 20'758'295 -----2,500 22'013'250 ------ Fund Transfers uoo-^nzuoo Transfer In - a°=°,"e" o u z'om'zoz u o ss'oys 000-*x«mo Transfer In 45'537 ss'ra^ o n o o ------ uuo-^oo,o^ z"tercnu chrg-Drainage sizlin 137'113 129'960 zao'yuo mo's*o 136'920 141'510 ------ 000-4e6411 Transfer In-Capital Recovery 139,312 139,312� 0 0 0 � TOTAL Fund Transfers 321.962 303.056 z'saz'ooz mo'oyo 136,920 1e4'546 ------- Miscellaneous vvv-«yvvvv *i=" Charges sss sox suu ury'esu 280'591 soo 000-491000 Interest E"="°u 1'107 z'u`a aon uya z'zoo 1.500 ------ 000-491200 Investment Income n'o^u 19'46o eu'000 34,661 ^s.ouo m'oon ------ ouu-^ysoza Capital Contribution-W&a «'zax'osc u.osz'zca o u o o ------ 000-*or000 *i"= Income-W&o e2'591 54'831 zs'uou 11.771 15.000 15'000 ------ oou-^ovzzo a°za=x oei°b-aoLmC 117.050 115.137 1e*.747 oo'x«^ zua'rur 129'614 _----- 000-498e00 Reimbu=°mnt-W&a e="1e=t 0 3,870 0 0 0 0 ----�— TOTAL Miscellaneous _4,285,878 _3,026,108 163,047 417,524 __-469,438� 206,614 ------- TOTAL aovomUEa 22'363'219 22'869'8*0 21'293'e19 16'371'e85 21'646'74e 22,652,670 212 8 -04 -2017 12:52 PM 202 -WATER & SEWER GENERAL GOVERNMENT EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 f- --- ---- - - - - -- 2016 -2017 ----------- ----- )f- - - - - --- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG NON DEPARTMENTAL Professional Services Fund Charges /Transfers 101 - 548406 Transfer To Public Improvemen 810,471 500,000 699,161 0 699,161 0 101- 54B406.Transfer Out- Water /Sewer Prjc 49,570 0 0 0 0 0 TOTAL Fund Charges /Transfers 860,042 500,000 699,161 0 699,161 0 Maintenance Services Capital Outlay TOTAL NON DEPARTMENTAL 860,042 500,000 699,161 0 699,161 0 213 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK NEI DEPARTMENT: FINANCE DIVISION: 176 WATER AND SEWER UTILITY BILLING FUND: 202 WATER AND SEWER VISION STATEMENT Provide exceptional service and customer satisfaction; to build a closer partnership with our customers and the community. MISSION STATEMENT To provide an exceptional customer service experience by providing excellent customer service with accurate account tracking by using the latest technology and a smile. GOALS AND OBJECTIVES • Continue to provide friendly and efficient services for all 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 utility billing statements Read meters for calculating usage. Prepare all utility bills for mailing. Collect utility payments and post to customer's account. Set up new customer accounts. Conduct sewer averaging annually. Collect payments for other departments. Collect debt for various departments. Solve complaints in timely and fair manner. Collect payments for other utilities and service providers. Take care of meter box maintenance. 215 UTILITY BILLING ORGANIZATIONAL CHART BILLING 2015-16 2016-17 2017-18 -UTILITY Billing Manager 1 1 1 -Utility Billing Asst. Manager 1 1 1 -Utility Billing Clerk 11 2 2 2 -Utility Billing Clerk 1* 3 3 3 -Utility Tech 1 2 2 2 -Meter Meter Tech I1 1 1 1 TOTAL POSITIONS 10 10 10 *One position is unfunded 216 UTILITY BILLING Personnel Services 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Services $461,311 $452,335 $486,338 Supplies 3,736 3,700 3,800 Human Services 201 400 400 City Support Services 0 6,050 6,000 Utility Services 606 700 900 Operations Support 132,036 143,000 150,000 Staff Support 4,199 4,400 6,250 Professional Services 114,080 95,000 120,000 Maintenance Services 8,040 8,040 8,040 Operating Equipment 0 600 600 Capital Outlay 0 0 0 Total $724,208 $714,225 $782,328 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget increases 9.5% from the FY 2016 -17 year end estimate with anticipation of filling the vacant Utility Billing Manager position and higher expected credit card fees with the expansion of new customers paying by credit card. MIN B-04-2017 12 :52 PM 202 -WATER & SEWER GENERAL GOVERNMENT EXPENDITURES 2014 -2015 ACTUAL BUSINESS OFFICE 316,233 Personnel Services 298,180 176 - 511110 Regular 302,586 176 - 511120 Overtime 3,713 176 - 511180 LTD 946 176 - 511210 Longevity 7,339 176 - 511310 FICA - Employer 23,825 176 - 511350 TMRS- Employer 51,716 176 - 511410 Health- Employer 55,748 176 - 511500 Workers' Compensation 1,327 TOTAL Personnel Services 447,200 Supplies 23,790 176 - 521000 Operating Supplies 1,075 176 - 521100 Office Supplies 2,519 176- 521200 Medical /Chem Supplies 0 TOTAL Supplies 3,593 Human Services 58,035 176 - 531100 Pre - employment Check 0 TOTAL Human Services 0 City Support Services 2,465 176 - 532355 Software Maintenance 0 176 - 532900 Contingencies 831 TOTAL City Support Services 831 Utility Services 242 176 - 533310 Telephone /Cell Phone 269 TOTAL Utility Services 269 Operations Support 1,700 176 - 534000 Postage 71,066 176 - 534200 Printing & Binding 43,603 176- 534300 Equipment Maintenance - Copie 7,441 TOTAL Operations Support 122,109 Staff Support 3,700 176- 535100 Uniforms 2,046 176 - 535200 Awards 0 176 - 535300 Memberships 86 176 - 535500 Training /Travel 111 176- 535510 Meeting Expenses 267 TOTAL Staff Support 2,510 C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - ---- 2016-2017 - ------- -- -- - - -H -- - - - - -- 2017 -2018 - - -- 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 305,265 316,233 203,408 298,180 326,716 2,850 3,200 4,956 7,704 3,200 943 980 686 924 1,013 8,772 8,914 9,665 11,598 5,801 23,817 25,119 16,387 23,790 25,682 63,611 53,003 36,518 49,804 53,765 53,926 62,965 44,755 58,035 67,696 2,126 2,340 1,945 2,300 2,465 461,311 472,754 318,320 452,335 486,338 1,559 2,000 242 2,000 1,700 2,177 2,200 226 1,700 2,100 0 100 0 0 0 3,736 4,300 468 3,700 3,800 201 0 203 400 400 201 0 203 400 400 0 1,375 28 50 0 0 5,750 0 6,000 6,000 0 7,125 28 6,050 6,000 606 700 392 700 900 606 700 392 700 900 82,266 84,000 48,890 91,000 93,000 41,236 48,000 28,339 43,000 48,000 8,534 8,500 6,771 9,000 9,000 132,036 140,500 84,000 143,000 150,000 1,651 2,250 1,648 2,100 2,200 200 200 0 200 200 15 100 0 0 100 2,083 3,500 850 1,850 3,500 250 1,000 0 250 250 4,199 7,050 2,498 4,400 6,250 218 8 -04-2017 12:52 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Professional Services 176-541650 Misc Expenses 26 0 0 0 0 0 176-541800 Credit Card Fees 76,103 114,080 85,000 86,380 95t000 120,000 TOTAL Professional Services 76,129 114,080 85,000 86,380 95,000 120,000 Fund Charges/Transfers Maintenance Services 176-551800 Other Maintenance Agreements 10,515 8,040 8,000 4,860 8,040 8,040 TOTAL Maintenance Services 10,515 8,040 8,000 4,860 8,040 8,040 Rental/Leasing Operating Equipment 176-571000 Furniture & Fixtures 0 0 600 0 600 600 TOTAL Operating Equipment 0 0 600 0 600 600 Capital Outlay TOTAL BUSINESS OFFICE TOTAL GENERAL GOVERNMENT 663,157 724,208 726,029 497,148 714,225 782,328 1,523,198 1,224,208 1,425,190 497,148 1,413,386 782,328 219 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 220 DEPARTMENT: PUBLIC WORKS DIVISION: 575 WATER & SEWER ADMINISTRATION FUND: 202 WATER AND SEWER Provide water and wastewater services to all citizens. Conduct maintenance, repair, and expansion of water and wastewater services. Provide excellent customer service. Assist other departments as needed. Provide administrative support to water and wastewater departments. Provide a weekly chipping service. Inspect new infrastructure. Review plat and subdivision plans. Review water and wastewater construction plans. Manage department improvement projects. Oversee drought, conservation plan, and rules. Maintain bookkeeping & records management. Provide letters of availability and Certificate of Convenience and Necessity. Meet with developers and utility providers. Conduct department training, education, and planning. GOALS AND OBJECTIVES • Provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations. • Maintain a sound water and sewer system. • Ensure an adequate future water supply. • Encourage staff to be active in making decision to strengthen our ability to respond promptly to daily events. • Emphasize safety to our employees to reduce preventable accidents. • Promote water conservation, delivery of quality services, and providing accurate and timely responses to customer requests. 221 WATER AND SEWER ADMINISTRATION [01 i IF WATER & SEWER ADMINISTRATION 2015 -16 2016 -17 2017 -18 Director 1 1 1 Assistant Director Water/Wastewater Manager) 1 1 1 Project Manager 0 0 0 Senior Administrative Assistant 1 1 1 Inspector 0 0 0 Clerk/Dispatcher 1 1 1 Schertz -Se uin Local Government Corp Gen Mgr 1 1 1 Water & Sewer Supervisor (Superintendent) 1 1 1 Water & Sewer Foreman 1 1 1 Serviceman 111 1 1 1 Serviceman II 4 4 5 Serviceman I 1 81 81 10 TOTAL POSITIONS 1 201 201 23 ��.a WATER AND SEWER ADMINISTRATION Water Accounts 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Budget Water Accounts 13,791 14,091 14,250 Miles of Water Main 214 216 220 Miles of Sewer Main 100 111 113 Gallons Pumped (Edwards), acre feet Gallons Received (SSLGC), acre feet Gallons Distributed, acre feet 19 17 16 5,277 5,300 5,500 4,608 4,800 5,200 2015 -16 2016 -17 2017 -18 Efficient Actual Estimate Bud et Gallons Pumped (Edwards), acre feet Gallons Received (SSLGC), acre feet Gallons Distributed, acre feet 19 17 16 5,277 5,300 5,500 4,608 4,800 5,200 New Meter Installed 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate I Budget New Meter Installed 320 325 325 New Service Taps 11 8 10 Water Service Calls 608 550 550 Water Main Break, Service Repair Calls 639 639 650 Sewer Backup and Repair Calls 261 265 265 223 WATER AND SEWER ADMINISTRATION Personnel Services 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Personnel Services $1,206,287 $1,037,458 $1,392,934 Supplies 142,879 157,500 157,500 Human Services 362 700 600 City Support Services 47,470 125,000 229,000 Utility Services 3,221,941 3,493,560 3,522,329 Operations Support 7,209 11,000 11,600 Staff Support 28,234 21,662 25,750 City Assistance 1,598 1,500 1,500 Professional Services 192,498 324,929 283,000 Fund Charges /Transfers 6,112,334 4,445,775 5,092,110 Maintenance Services 7,563,246 7,663,244 8,609,240 Other Costs 27,260 36,605 37,500 Debt Service 389,333 1,578,511 1,626,779 Rental /Leasing 2,623 144,500 124,500 Operating Equipment 6,954 1,015 9,000 Capital Outlay 0 0 387,000 Total $18,950,229 $19,042,959 $21,510,342 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2017 -18 Budget will increase 13.0% from the FY 2016 -17 year end estimate. Personnel Services will increase $355,000 by adding 2 new Serviceman I positions and a Serviceman 11 position as well as in anticipation of filling the vacant Public Works Director position. Maintenance Services are expected to increase $1,000,000 due to higher sewer treatment fees and higher fees on garbage collection services. This department will also replace $387,000 of equipment including a sewer cleaning truck, a truck with a bed crane, and 2 other replacement trucks. 224 8 -04 -2017 12:52 PM 202 -WATER & SEWER PUBLIC WORKS EXPENDITURES W & S ADMINISTRATION C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Personnel Services 513,140 575 - 511110 Regular 784,179 575 - 511120 Overtime 27,291 575 - 511180 LTD 2,472 575 - 511210 Longevity 20,398 575- 511230 Certification Allowance 17,333 575 - 511240 Vehicle /phone Allowance 900 575- 511310 FICA - Employer 60,728 575 - 511350 TMRS- Employer 140,272 575 - 511410 Health- Employer 111,373 575 - 511500 Workers' Compensation 9,684 TOTAL Personnel Services 1,174,630 Supplies 137,542 87,192 575 - 521000 Operating Supplies 3,665 575 - 521100 Office Supplies 1,534 575 - 521200 Medical /Chem Supplies 2,751 575 - 521400 Plumbing Supplies 45,010 575 - 521405 Water Meters -New 93,345 575 - 521600 Equip Maint Supplies 0 TOTAL Supplies 146,304 Human Services 9,000 575 - 531100 Pre - employment Check 476 TOTAL Human Services 476 City Support Services 1,500 575 - 532400 Computer Fees & Licenses 13,500 575 - 532500 City Insurance- Commercial 35,078 575 - 532800 Employee Appreciation Events 1,788 575 - 532900 Contingencies 184 TOTAL City Support Services 50,549 Utility Services 0 575 - 533100 Gas Utility Service 1,868 575 - 533200 Electric Utility Service 266,577 575 - 533310 Telephone /Cell Phones 3,659 575- 533320 Telephone /Air Cards 488 575 - 533400 Water Purchase 2,982,781 575 - 533410 Water Utility Service 5,660 575 - 533500 Vehicle Fuel 49,588 TOTAL Utility Services 3,310,622 778,881 763,379 513,140 679,182 929,277 29,146 15,500 23,732 31,443 17,945 2,464 2,590 1,590 2,105 2,881 24,523 19,063 18,654 22,384 19,865 14,754 13,201 9,740 11,078 13,201 35 0 0 0 0 60,328 65,701 36,939 55,797 74,916 170,831 137,542 87,192 116,809 156,834 114,831 132,673 85,274 107,660 164,162 10,494 11,713 9,734 11,000 13,853 1,206,287 1,161,362 785,995 1,037,458 1,392,934 7,835 9,000 6,399 9,000 9,000 1,482 1,500 628 1,500 1,500 2,001 1,500 1,222 1,500 1,500 42,643 50,000 29,503 50,000 50,000 88,917 95,000 94,832 95,000 95,000 0 500 0 500 500 142,879 157,500 132,583 157,500 157,500 362 0 539 700 600 362 0 539 700 600 0 0 0 0 0 44,277 47,000 42,626 48,000 47,000 2,962 2,000 911 2,000 2,000 231 115,000 20,735 75,000 180,000 47,470 164,000 64,272 125,000 229,000 853 2,000 706 1,000 2,000 270,592 280,000 162,271 280,000 280,000 3,031 4,000 1,434 2,500 3,500 566 700 214 400 700 2,904,693 3,172,160 2,058,732 3,172,160 3,192,129 8,042 5,200 5,238 7,500 9,000 34,165 40,000 23,333 30,000 35,000 3,221,941 3,504,060 2,251,930 3,493,560 3,522,329 225 B -04 -2017 12:52 PM 202 -WATER & SEWER PUBLIC WORKS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-- --- --- -- - - -- 2016 -2017 --------------- )(-------- 2017-2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG Operations Support 575 - 534000 Postage 0 0 1,000 100 500 600 575 - 534100 Advertising 7,443 595 5,000 0 5,000 5,000 575 - 534200 Printing & Binding 2,585 818 500 0 500 500 575 - 534300 Equipment Maintenance - Copie 4,718 5,796 5,000 3,902 5,000 5,500 TOTAL Operations Support 14,747 7,209 11,500 4,002 11,000 11,600 Staff Support 575- 535100 Uniforms 7,606 9,630 10,500 5,025 8,000 10,500 575 - 535200 Awards 666 222 500 0 500 500 575 - 535300 Memberships 5,396 5,528 6,000 4,685 5,862 6,000 575 - 535400 Publications 0 3,729 0 0 0 0 575 - 535500 Training /Travel 5,630 6,718 8,100 3,254 5,000 6,500 575 - 535510 Meeting Expenses 2,011 1,800 2,000 580 2,000 2,000 575 - 535600 Professional Certification 231 608 250 249 300 250 TOTAL Staff Support 21,539 28,234 27,350 13,993 21,662 25,750 City Assistance 575 - 537100 Medical Services 1,206 1,598 1,500 1,337 1,500 1,500 TOTAL City Assistance 1,206 1,598 1,500 1,337 1,500 1,500 Professional Services 575 - 541200 Legal Svcs 13,962 51,102 40,000 125,050 190,000 150,000 575 - 541300 Other Consl /Pro£ Services 44,416 23,623 36,000 17,985 36,000 36,000 575 - 541305 Cell Tower Management Fees 77,264 70,717 68,729 41,150 68,729 72,000 575 - 541310 Contractual Services 43,597 24,666 0 2,880 3,200 0 575 - 541400 Auditor /Accounting Service 24,000 21,390 24,000 23,430 26,000 24,000 575 - 541500 Paying Agent 800 800 1,000 400 1,000 1,000 575 - 541502 Cost of Bond Issuance 3,656 0 0 0 0 0 575 - 541650 Misc Expenses 100 0 0 0 0 0 TOTAL Professional Services 207,795 192,498 169,729 210,894 324,929 283,000 Fund Charges /Transfers 575 - 548040 Contribution To CVLGC 200,000 750,000 300,000 300,000 310,000 300,000 575- 548050 Contribution to SSLG 1,178,081 1,410,309 2,384,687 2,213,247 2,384,687 2,903,955 575 - 548060 Contribution to CCMA 315,342 411,550 413,250 131,825 416,000 410,125 575 - 548106 Transfer Out- Special Events 1,468 1,331 4,000 0 0 4,000 575 - 548204 Transfer Out - Drainage 0 202,033 0 0 0 0 575 - 548600 Inter -fund Charges -Admin 1,152,350 1,152,350 1,166,812 890,109 1,186,812 1,344,140 575 - 548610 Interfund Charge -Fleet 57,929 83,565 148,276 111,207 148,276 129,890 575 - 548700 Bad Debt Expense 15,410 26,255 30,000 0 0 0 575 - 548800 Depreciation Expense 1,970,765 2,063,559 0 0 0 0 575 - 548900 Amortization Expense 11,381 11,381 0 0 0 0 TOTAL Fund Charges /Transfers 4,902,725 6,112,334 4,467,025 3,646,388 4,445,775 5,092,110 226 B-04-2017 12:52 PM 202 -WATER & SEWER PUBLIC WORKS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL Maintenance Services 5,000 575 - 551100 Building Maintenance 5,922 575- 551300 Computer Maintenance 1,919 575 - 551400 Minor & Other Equip Maint 1,278 575 - 551500 Water Maintenance 58,190 575 - 551510 Waste Contractor Expense 3,883,243 575- 551520 Sewer Treatment -COMA /MUD 2,789,380 575 - 551530 Sewer Maintenance 8,543 575- 551540 I &I Maintenance 0 575 - 551600 Street Maintenance Materials 16,741 575- 551720 Low Flow Rebate Program 350 575- 551800 Other Maintenance Agreements 240 TOTAL Maintenance Services 6,765,805 Other Costs 2,283,822 575 - 554100 State Water Fees -TCEQ 31,030 TOTAL Other Costs 31,030 Debt Service 84,000 575 - 555900 Debt Service 0 575- 555900.Interest Expense 416,974 TOTAL, Debt Service 416,974 Rental /Leasing 20,000 575- 561000 Rental- Building & Land 2,547 575 - 561100 Rental- Equipment 621 575 - 561200 Lease /Purchase Payments 0 TOTAL Rental /Leasing 3,168 Operating Equipment 240 575- 571000 Furniture & Fixtures 270 575- 571200 Vehicles & Access. LESS $5,00 3,978 575 - 571300 Computer & Periphe. < $5000 0 575 - 571500 Minor Equipment 2,860 575 - 571800 Equipment Under $5,000 17,045 TOTAL Operating Equipment 24,153 Capital Outlay 27,260 575- 581200 Vehicles & Access. Over $5,00 0 TOTAL Capital Outlay 0 PAGE: ------- ---H--- -- --- 2017 -2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECO2,k1ENDED BUDG 3,661 5,000 12 5,000 5,000 27,149 2,000 12,071 21,304 10,000 2,684 2,500 1,028 2,500 2,500 94,560 105,000 75,309 105,000 155,000 4,164,287 4,000,000 3,017,962 4,000,000 4,432,250 3,229,410 3,339,000 2,283,822 3,425,000 3,750,000 24,923 104,000 34,523 84,000 84,000 0 0 0 0 150,000 16,080 20,000 9,664 20,000 20,000 250 350 0 200 250 240 240 120 240 240 7,563,246 7,578,090 5,434,512 7,663,244 8,609,240 27,260 35,000 36,605 36,605 37,500 27,260 35,000 36,605 36,605 37,500 0 1,215,000 560,000 1,215,000 1,304,500 389,333 363,511 183,933 363,511 322,279 389,333 1,578,511 743,933 1,578,511 1,626,779 2,623 3,500 2,702 3,500 3,500 0 1,000 0 1,000 1,000 0 140,000 20,800 140,000 120,000 2,623 144,500 23,502 144,500 124,500 0 500 0 500 6,000 0 0 0 0 0 4,676 0 515 515 0 2,278 3,000 0 0 3,000 0 0 0 0 0 6,954 3,500 515 1,015 9,000 0 0 0 0 387,000 0 0 0 0 387,000 OAM 8 -04-2017 12:52 PM C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JUNE 30TH, 2017 PUBLIC WORKS EXPENDITURES -------------- 2016-2017 - 2014-2015 2015-2016 CURRENT Y-T-D ACTUAL ACTUAL BUDGET ACTUAL Water Line Relocation Aviation Heights PAGE: ---------- )( -------- 2017-2018 PROJECTED CITY ADMIN. ADOPT YEAR END RECO14,1ENDED BUDG TOTAL W & S ADMINISTRATION 17,071,724 18,950,229 19,003,627 13,351,000 19,042,959 21,510,342 TOTAL PUBLIC WORKS 17,071,724 18,950,229 19,003,627 13,351,000 19,042,959 21,510,342 228 B-04-2017 12:52 PM 202 -WATER & SEWER MISC & PROJECTS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-- ------ - --- -- 2016 -2017 - 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PROJECTS 24,460 City Support Services 0 0 Operations Support 26,000 Professional Services 0 900- 541100 ENGINEERING 0 TOTAL Professional Services 0 Fund Charges /Transfers 0 900 - 548406 Transfer Out - Public Imprvment 85,186 TOTAL Fund Charges /Transfers 85,186 Maintenance Services 24,480 900 - 551900 CONSTRUCTION 0 TOTAL Maintenance Services 0 TOTAL PROJECTS 85,186 229 PAGE: ---------- )(-------- 2017 -2018 -- -- PROJECTED CITY ADMIN. ADOPT YEAR END RECO124ENDED BUDG 0 0 24,460 26,000 0 0 24,480 26,000 0 0 0 0 0 0 0 0 0 85,000 0 59,000 0 85,000 0 59,000 0 85,000 24,480 65,000 0 0 0 0 0 0 0 8 -04 -2017 12:52 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 202 -WATER & SEWER AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES {-------- - - - - -- 2016 -2017 --------------- )t- ----- -- 2017 -2018 - -° 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT _ ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG SEWER PROJECTS Professional Services 902 - 541305 CCMA- Connection Fees 0 0 360,000 0 360,000 360,000 TOTAL Professional Services 0 0 360,000 0 360,000 360,000 Fund Charges /Transfers : 902 - 548406 Transfer Out - Public Imprvment 0 0 400,000 0 400,000 0 TOTAL, Fund Charges /Transfers 0 0 400,000 0 400,000 0 TOTAL SEWER PROJECTS 0 0 760,000 230 0 760,000 360,000 8-04-2017 12:52 PM 202-WATER & SEWER MISC & PROJECTS EXPENDITURES C I T Y 0 F S C H E R I Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: -------------- 2016-2017 --------------- -------- 2017-2018 - --- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG. FM3009 RD&BRIDGE EXPNDSN Professional Services is Maintenance Service TOTAL MISC & PROJECTS 85,186 0 845,000 24,480 845,000 360,000 TOTAL EXPENDITURES 18,680,109 20,174,437 21,273,817 13,872,628 21,301,345 22,652,670 231 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 232 FUND: 411 CAPITAL RECOVERY FUND 1t A ' (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. The Sewer Capital Recovery portion was moved to its own fund in FY 2013 -14. 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 WaterMastewater Capital Recovery plan be updated at least every five years. The last study was 2011. 233 CAPITAL RECOVERY FUND - WATER Revenue Fees $952,083 Fund Transfers 0 Miscellaneous 24,967 Total $977,050 Expenses Non Departmental $1,000 Water Projects 3,416,095 Total $3,417,095 PROGRAM JUSTIFICATION AND ANALYSIS $1,376,656 0 30,175 $1,406,831 $151,000 0 $151,000 $1,100,000 0 40,200 $1,140,200 $256,000 0 $256,000 Projects for FY 2017 -18 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the 1 million gallon elevated tank at Corbett. 234 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Fees $952,083 Fund Transfers 0 Miscellaneous 24,967 Total $977,050 Expenses Non Departmental $1,000 Water Projects 3,416,095 Total $3,417,095 PROGRAM JUSTIFICATION AND ANALYSIS $1,376,656 0 30,175 $1,406,831 $151,000 0 $151,000 $1,100,000 0 40,200 $1,140,200 $256,000 0 $256,000 Projects for FY 2017 -18 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the 1 million gallon elevated tank at Corbett. 234 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 411 - CAPITAL RECOVERY - WATER AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY Fees Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL, GOVERNMENT NON DEPARTMENTAL TOTAL GENERAL GOVERNMENT MISC & PROJECTS PROJECTS TOTAL MISC & PROJECTS TOTAL, EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES (-------- - - - - -- 2016-2017 --- ------------ )( -- - - - - -- 2017 -2018 ---- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG 1,193,728 952,083 1,020,000 1,063,575 1,376,656 1,100,000 6,649 24,967 20,600 20,635 30,175 40,200 1,200,378 977,050 1,040,600 1,084,210 1,406,831 1,140,200 4,579 1,000 156,000 1,000 151,000 256,000 4,579 1,000 156,000 1,000 151,000 256,000 85,186 3,416,095 0 0 0 0 85,186 3,416,095 0 0 0 0 89,765 3,417,095 156,000 1,000 151,000 256,000 1,110,613 ( 2,440,044) 884,600 1,083,210 1,255,831 884,200 235 B-04-2017 12:53 PM 411-CAPITAL RECOVERY - WATER REVENUES Fees 000-455900 Cap Rcvry-Water TOTAL Fees Fund Transfers Miscellaneous 000-491060 Interest Earned 000-491200 Investment Income TOTAL Miscellaneous TOTAL REVENUES C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 ( -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 1,193,728 952,083 1,020,000 1,063,575 1,376,656 1,100,000 1,193,728 952,083 1,020,000 1,063,575 1,376,656 1,100,000 676 502 600 126 175 200 5,973 24,466 20,000 20,509 30,000 40,000 6,649 24,967 20,600 20,635 30,175 40,200 1,200,376 977,050 1,040,600 1,084,210 1,406,831 1,140,200 236 8-04-2017 12:53 PM 411-CAPITAL RECOVERY - WATER GENERAL GOVERNMENT EXPENDITURES NON DEPARTMENTAL Supplies City Support Services Utility Services Operations Support Professional Services C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: ( -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 101-541200 Legal Svcs-Water 0 0 5,000 0 0 5,000 101-541300 Professional Services-Cap Pla 0 0 150,000 0 150,000 250,000 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 1,000 1,000 TOTAL Professional Services 1,000 1,000 156,000 1,000 151,000 256,000 Fund Charges/Transfers 101-548406 Transfer Out-Water/Sewer Proj 3,579 0 0. 0 0 0 TOTAL Fund Charges/Transfers 3,579 0 0 0 0 0 Maintenance Services Operating Equipment Capital Outlay TOTAL NON DEPARTMENTAL 4,579 1,000 156,000 237 1,000 151,000 256,000 B-04-2017 12:53 PM 411 - CAPITAL RECOVERY - WATER MISC & PROJECTS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PROJECTS Personnel Services City Support Services Utility Services Operations Support Professional Services Fund Charges /Transfers 900 - 548406 Transfer Out - Public Imprvment 85,186 TOTAL Fund Charges /Transfers 85,186 Maintenance Services Rental /Leasing Capital Outlay 900 - 581010 LAND /ROW 0 TOTAL Capital Outlay 0 TOTAL PROJECTS PAGE: ------ ---- )( -- - ----- 2017-2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 3,416,595 0 0 0 0 3,416,595 0 0 0 0 ( 500) 0 0 0 0 ( 500) 0 0 0 0 85,186 3,416,095 238 0 0 0 0 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 411 - CAPITAL RECOVERY - WATER AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2016 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG LIVE OAK ELEVATED TANK Operations Support Professional Services Maintenance Services Rental /Leasing Capital Outlay TOTAL MISC s PROJECTS 85,186 3,416,095 0 0 0 0 TOTAL EXPENDITURES 89,765 3,417,095 156,000 1,000 151,000 256,000 239 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 240 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. Wastewater Capital Recovery was moved to its own fund in FY 2013 -14 GOALS AND OBJECTIVES Ensure the Texas Commission of Environmental Quality (TCEQ) rules and regulations are met for future growth. • Continue to improve and provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations and future growth in the community. Preliminary engineering and land acquisition for a waste water treatment plant for South Schertz. Initiate plans for the Southeast Quad Pump Station and the Ground Storage and Distribution Main for South Schertz. State law mandates that the Water/Wastewater Capital Recovery Plan be updated at least every five years. Last study was in 2011. Currently the Sedona WWTP serves the Crossvine Subdivision area but will be eliminated when the new CCMA WWTP comes on line. A sewer line and lift- station will be needed to accomplish this project. • Initiate and institute a study to implement reuse water throughout the City. • Provide citizens with quality projects completed on -time and on- budget. 241 CAPITAL RECOVERY FUND - SEWER COT Revenue Fees $508,337 $771,135 $550,000 Miscellaneous 31,239 30,125 40,150 Total $539,576 $801,260 $590,150 Expenses Non Departmental $144,652 $50,700 $335,500 Sewer Projects 0 150,000 0 Total $144,652 $200,700 $335,500 PROGRAM JUSTIFICATION AND ANALYSIS Projects for FY 2017 -18 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the construction of the main trunk line in southern Schertz that will connect to the new sewer treatment facility being added to the area. MINI 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Fees $508,337 $771,135 $550,000 Miscellaneous 31,239 30,125 40,150 Total $539,576 $801,260 $590,150 Expenses Non Departmental $144,652 $50,700 $335,500 Sewer Projects 0 150,000 0 Total $144,652 $200,700 $335,500 PROGRAM JUSTIFICATION AND ANALYSIS Projects for FY 2017 -18 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the construction of the main trunk line in southern Schertz that will connect to the new sewer treatment facility being added to the area. MINI B-04-2017 12:53 PM 421 - CAPITAL RECOVERY - SEWER FINANCIAL SUMMARY 2014 -2015 ACTUAL C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 {-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG REVENUE SUMMARY Fees 710,061 508,337 600,000 568,336 771,135 550,000 Miscellaneous 20,726 31,239 25,500 18,438 30,125 40,150 TOTAL REVENUES 730,786 539,576 625,500 586,774 801,260 590,150 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 144,621 144,652 85,500 3,900 50,700 335,500 TOTAL GENERAL GOVERNMENT 144,621 144,652 85,500 3,900 50,700 335,500 MISC & PROJECTS SEWER PROJECTS 0 0 150,000 0 150,000 0 TOTAL MISC & PROJECTS 0 0 150,000 0 150,000 0 TOTAL EXPENDITURES 144,621 144,652 235,500 3,900 200,700 335,500 REVENUE OVER / {UNDER} EXPENDITURES 586,165 394,924 390,000 582,874 600,560 254,650 243 8-04-2017 12:53 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JUNE 30TH, 2017 REVENUES ( -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Fees 000-455910 Cap Rcvry-Waste Water 632,661 466,937 600,000 544,936 744,935 550,000 000-455913 Cap Rcvry-North Sewer Treat 77,400 41,400 0 23,400 26,200 0 TOTAL Fees 710,061 508,337 600,000 568,336 771,135 550,000 Fund Transfers Miscellaneous 000-491000 Interest Earned 423 341 500 97 125 150 000-491200 Investment Income 31,361 45,368 25,000 39,398 30,000 40,000 000-491800 Gain/Loss Capital One Sewer 14,935) 35,245) 0 3,532) 0 0 000-491900 Unrealize Gain/Loss-Captl One 3,877 20,775 0 17,524) 0 0 TOTAL Miscellaneous 20,726 31,239 25,500 18,438 30,125 40,150 TOTAL REVENUES 730,786 539,576 625,500 586,774 801,260 590,150 244 B-04-2017 12:53 PM 421-CAPITAL RECOVERY - SEWER GENERAL GOVERNMENT EXPENDITURES C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: -------------- 2016-2017 --- --- ---- ----- )t- - -- -- -- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG NON DEPARTMENTAL 0 45,000 Supplies 0 0 Operations Support 250,000 1,000 Professional Services 1,200 1,000 101-541200 Legal Services-Sewer 0 0 101-541300 Professional Services-Cap Pla 0 0 101-541400 Auditor/Accounting Service 1,000 1,000 101-541600 Misc Bank Charges 0 0 101-541650 investment Mgt Fee-Sewer 4,309 4,340 TOTAL Professional Services 5,309 5,340 Fund Charges/Transfers 0 101-548202 Transfer Out-Water & Sewer 139,312 139,312 TOTAL Fund Charges/Transfers 139,312 139,312 Maintenance Services TOTAL NON DEPARTMENTAL TOTAL GENERAL GOVERNMENT 80,000 0 45,000 80,000 0 0 0 250,000 1,000 1,000 1,200 1,000 4,500 0 0 0 0 2,900 4,500 4,500 85,500 3,900 50,700 335,500 0 0 0 0 0 0 0 0 144,621 144,652 85,500 3,900 50,700 335,500 144,621 144,652 85,500 245 3,900 50,700 335,500 8 -04-2017 12:53 PM 421-CAPITAL RECOVERY - SEWER MISC & PROJECTS EXPENDITURES C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: ( -------------- 2016-2017 --------------- )t-- - - - - -- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG SEWER PROJECTS City Support Services Operations Support Professional Services 902-541300 Professional Services - Sewer 0 0 150,000 0 150,000 0 TOTAL Professional Services 0 0 150,000 0 150,000 0 Maintenance Service Rental/Leasing TOTAL SEWER PROJECTS 0 0 150,000 0 150,000 0 TOTAL MISC & PROJECTS 0 0 150,000 0 150,000 0 TOTAL EXPENDITURES 144,621 144,652 235,500 3,900 200,700 335,500 246 DEPARTMENT DESCRIPTION The Public Works Drainage Department is responsible for the maintenance and management of drainage channels, storm water inlets, floodways, road right -of -ways, alleys, and compliance with regulations. Reviewing the issuance of permits for development that might affect the infrastructure such as subdivision plans, and providing guidance to other departments as needed. The revenues come from a fee charged to "users ". A "user" is any citizen or business that owns impervious surfaces, any man made structure, such as buildings, parking lots, or driveways. GOALS AND OBJECTIVES • Protect lives and property. Improve quality of the storm water system by adding a Storm Water Manager to implement & manage Phase II Storm Water Program to keep in compliance with local, state and federal regulations. Ensure compliance with program requirements associated with the National Pollutant Discharge Elimination System permit. • Institute best management practices in the maintenance of our natural creek ways 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. • Review storm water infrastructure plans • Maintain storm water data collection. • Continue to evaluate, consider, and pursue all available resources for improving management of the local storm water infrastructure. • Provide Storm water pollution and floodplain awareness to the community and city personnel. M,IU PUBLIC WORKS DRAINAGE [Q Ztey 1-1 z I I F, f-A Vt I I*] z v -Al we] I 10-A -f H DRAINAGE 2015-16 2016-17 2017-18 Stormwater Manager 1 1 1 Drainage Foreman 1 1 1 Drainage Worker 11 2 2 2 Drainage Worker 1 3 3 3 TOTAL POSITIONS 1 71 71 7 PERFORMANCE INDICATORS Acres of Alleys Mowed Acres of Rights-of-Way (ROW) Mowed Acres of Drainage Ditches Mowed 5.15 2015-16 � 2016-17 2017-18 Workload/Output Actual Estimate - Budget Acres of Alleys Mowed Acres of Rights-of-Way (ROW) Mowed Acres of Drainage Ditches Mowed 5.15 5.15 5.15 57.46 57.46 57.46 157.75 157.75 158.75 Monthly Operating Expenditures 77,185 93,564 102,920 2015-16 � 2016-17 2017-18 � Efficiency Actual Estimate Budget Monthly Operating Expenditures 77,185 93,564 102,920 ROW Maintenance & Mowing, Hours 1,550 1,675 1,750 Drainage Mowing, Hours 500 600 650 248 2015-16 � 2016-17 2017-18 � Effectiveness Actual Estimate Budget ROW Maintenance & Mowing, Hours 1,550 1,675 1,750 Drainage Mowing, Hours 500 600 650 248 PUBLIC WORKS DRAINAGE Drainage Structure Maintenance, Hours 1,100 1,200 1,300 Revenue Permits 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Permits $2,820 $3,000 $3,000 Fees 1,123,418 1,141,000 1,179,250 Fund Transfers 202,033 0 1,327,327 Miscellaneous 7,298 11,895 254,350 Total $1,335,570 $1,155,895 $2,763,927 Expenses Personnel $430,544 $334,736 $391,652 Supplies 5,407 4,000 3,700 City Support Services 9,367 10,180 8,180 Utility Services 13,887 13,200 13,200 Operations Support 0 1,000 1,000 Staff Support 6,440 7,000 6,700 City Assistance 120 400 400 Professional Services 43,920 42,520 117,320 Fund Charges /Transfers 354,821 428,134 497,295 Maintenance Services 24,902 10,000 971,255 Other Costs 100 200 200 Debt Services 12,250 120,150 123,225 Rental /Leasing 0 0 2,000 Operating Equipment 11,492 6,500 7,000 Capital Outlay 0 0 136,800 Projects 0 170,000 484,000 Total $913,416 $1,148,020 $2,763,927 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The FY 2017 -18 revenue from drainage fees is expected to increase 3.3% with the addition of new homes and buildings with no change in the fee rate. Expenditures will be balanced by taking $1,327,327 from fund balance to conduct drainage channel maintenance projects and $242,000 from a contribution from Cibolo for the construction of the Lower Seguin Bridge. Expenses: The FY 2017 -18 Budget will increase $1,615,907, or a 140.8 %, increase from the FY 2016 -17 year end estimate due to new projects getting under way. The Lower Seguin Road Bridge reconstruction will get under way for $484,000, and there will be many drainage channel maintenance projects totaling $1,062,800. These drainage channel maintenance projects include adding concrete to the walls of drainage channels as well as scaping away of excess dirt built up in the bottom of the channels that reduce their capacity to collect and move water safely out of the city. The increase will also include 2 additional Drainage Worker positions. 249 B-04-2017 02:21 PM C I T Y O F S C H E R T Z PAGE: PROPOSED.BUDGET WORKSHEET 204 - DRAINAGE AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY Permits Fees Fund Transfers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY TOTAL PUBLIC WORKS MISC & PROJECTS PROJECTS TOTAL MISC & PROJECTS TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG i 3,120 2,820 3,000 2,080 3,000 3,000 1,084,176 1,123,418 1,141,000 857,150 1,141,000 1,179,250 0 202,033 484,000 0 0 1,327,327 27,337 7,298 4,200 10,052 11,895 254,350 1,114,633 1,335,570 1,632,200 869,282 1,155,895 2,763,927 818,004 913,416 952,764 659,308 978,020 2,279,927 818,004 913,416 952,764 659,308 978,020 2,279,927 0 0 654,000 44,420 170,000 484,000 0 0 654,000 44,420 170,000 484,000 818,004 913,416 1,606,764 703,728 1,148,020 2,763,927 296,629 422,154 25,436 165,555 7,875 0 250 B-04-2017 02:21 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 204 - DRAINAGE AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL ----- - - - - -H -- - - - - -- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG Permits 000 - 432400 Floodplain Permit 3,120 2,820 3,000 2,080 3,000 3,000 TOTAL Permits 31120 2,820 3,000 2,080 3,000 3,000 Fees 000 - 457500 Drainage Penalties 9,762 9,289 10,000 7,300 10,000 10,000 000 - 457600 Drainage Fee 1,074,414 1,114,129 1,131,000 849,850 1,131,000 1,169,250 TOTAL Fees 1,084,176 1,123,418 1,141,000 857,150 1,141,000 1,179,250 Fund Transfers 000 - 481000 Transfer In - Reserves 0 0 484,000 0 0 1,327,327 000 - 486202 Transfer In- Water6Sewer Fund 0 202,033 0 0 0 0 TOTAL Fund Transfers 0 202,033 484,000 0 0 1,327,327 Miscellaneous 000 - 491000 Interest Earned 215 82 100 78 100 150 000 - 491200 Investment Income 1,755 7,216 4,000 9,107 10,928 12,000 000 - 493204 Donations- Drainage Projects 25,000 0 0 0 0 0 000 - 497000 Misc Income- Drainage 367 0 100 867 867 242,200 TOTAL Miscellaneous 27,337 7,298 4,200 10,052 11,895 254,350 TOTAL REVENUES 1,114,633 1,335,570 1,632,200 869,282 1,155,895 2,763,927 251 B-04-2017 02:21 PM 204 - DRAINAGE PUBLIC WORKS EXPENDITURES DRAINAGE Personnel Services 579 - 511110 Regular 579 - 511120 Overtime 579 - 511180 LTD 579 - 511210 Longevity 579 - 511230 Certification Allowance 579 - 511310 FICA - Employer 579 - 511350 TMRS- Employer 579- 511410 Health - Employer 579 - 511500 Workers, Compensation TOTAL Personnel Services Supplies 579 - 521000 Operating Supplies 579 - 521100 Office Supplies 579 - 521200 Medical /Chem Supplies 579- 521300 Motor Vehicle Supplies 579 - 521600 Equip Maint Supplies TOTAL Supplies Human Services 579 - 531100 Pre - employment Check TOTAL Human Services City Support Services 579 - 532400 Computer Fees & Licenses 579 - 532500 City Insurance - Commercial 579 - 532900 Contingencies TOTAL City Support Services Utility Services 579 - 533310 Telephone /Cell Phones 579- 533500 Vehicle Fuel TOTAL Utility Services Operations Support 579- 534200 Printing & Binding TOTAL Operations Support C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016-2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 304,837 279,808 194,324 154,649 194,324 248,504 799 769 1,000 1,948 2,675 1,400 994 905 602 695 834 770 10,647 11,767 7,101 7,201 7,400 8,427 4,676 4,997 3,600 1,996 3,600 4,800 24,160 22,150 15,761 15,774 20,259 20,130 53,685 60,613 33,258 36,427 43,712 42,140 51,280 43,353 41,977 44,711 57,775 60,174 3,831 6,182 4,157 3,455 4,157 5,307 454,909 430,544 301,780 266,855 334,736 391,652 3,420 3,869 2,000 1,412 1,800 1,500 281 138 200 113 200 200 1,737 1,168 2,000 937 2,000 2,000 140 0 0 0 0 0 0 232 0 0 0 0 5,577 5,407 4,200 2,462 4,000 3,700 0 167 0 0 0 0 0 167 0 0 0 0 984 0 1,000 0 1,000 1,000 2,307 2,704 3,000 4,166 5,000 3,000 960 6,663 4,180 410 4,180 4,180 4,251 9,367 8,180 4,576 10,180 8,180 1,114 1,082 1,200 712 1,200 1,200 16,400 12,805 12,000 11,201 12,000 12,000 17,513 13,887 13,200 11,913 13,200 13,200 82 0 700 0 1,000 1,000 82 0 700 0 1,000 1,000 252 8 -04 -2017 02:21 PM 204 - DRAINAGE PUBLIC WORKS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )( -- - - - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Staff Support U ( 4U4) 0 0 0 0 579 - 535100 Uniforms 3,306 3,594 4,000 2,457 4,000 4,000 579- 535500 Training /Travel 853 2,641 2,000 1,271 2,000 2,000 579 - 535510 Meeting Expenses 294 127 300 260 300 300 579 - 535600 Professional Certification 355 77 700 370 700 400 TOTAL Staff Support 4,809 6,440 7,000 4,358 7,000 6,700 City Assistance 100 100 200 100 200 200 579 - 537100 Medical Services 0 120 400 287 400 400 TOTAL City Assistance 0 120 400 287 400 400 Professional Services 11,137 12,250 10,150 5,040 10,150 8,225 579- 541200 Legal Svcs 2,974 0 5,000 0 5,000 5,000 579- 541310 Contractual Services 0 29,420 45,820 31,850 35,820 110,820 579 - 541400 Auditor /Accounting Service 1,500 1,500 1,500 1,500 1,700 1,500 579 - 541502 Cost of Bond Issuance 15,713 13,000 0 0 0 0 TOTAL Professional Services 20,187 43,920 52,320 33,350 42,520 117,320 Fund Charges /Transfers 579- 548106 Transfer Out- Special Events 367 333 1,000 0 1,000 1,000 579 - 548500 Interfund Charges -Admin 57,130 54,150 184,425 138,319 184,425 271,430 579 - 548600 Interfund Charges -Water 137,113 129,960 136,920 102,690 136,920 141,510 579 - 548610 Interfund Charge -Fleet 26,575 30,463 105,789 79,342 105,789 83,355 579 - 548700 Bad Debt Expense 480 1,217 0 0 0 0 579 - 548800 Depreciation Expense 57,333 138,698 0 0 0 0 TOTAL Fund Charges /Transfers 278,998 354,821 428,134 320,351 428,134 497,295 Maintenance Services 579- 551300 Computer maintenance U ( 4U4) 0 0 0 0 579 - 551610 Drainage Channel Maintenance 16,258 25,306 10,000 5,356 10,000 436,255 579- 551615 De- Silting 0 0 0 0 0 535,000 TOTAL Maintenance Services 16,258 24,902 10,000 5,356 10,000 971,255 Other Costs 579- 554100 State Storm Water Fee -TCEQ 100 100 200 100 200 200 TOTAL Other Costs 100 100 200 100 200 200 Debt Service 579- 555900 Debt Service 0 0 110,000 0 110,000 115,000 579- 555900.Interest Expense 11,137 12,250 10,150 5,040 10,150 8,225 TOTAL Debt Service 11,137 12,250 120,150 5,040 120,150 123,225 253 B-04-2017 02:21 PM 204 - DRAINAGE PUBLIC WORKS EXPENDITURES C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (------- -- -- - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT. ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG E' I Rental /Leasing 818,004 913,416 952,764 659,308 978,020 2,279,927 579 - 561100 Rental - Equipment 0 0 0 0 0 2,000 TOTAL Rental /Leasing 0 0 0 0 0 2,000 Operating Equipment 579 - 571200 Vehicles & Access Less $5,000 0 6,859 0 0 0 0 579 - 571500 Equipment Under $5,000 4,183 4,633 6,500 4,659 6,500 7,000 TOTAL Operating Equipment 4,183 11,492 6,500 4,659 6,500 7,000 Capital Outlay 579 - 581700 Improvements Over $5,000 0 0 0 0 0 136,800 TOTAL Capital Outlay 0 0 0 0 0 136,800 TOTAL DRAINAGE 818,004 913,416 952,764 659,308 978,020 2,279,927 TOTAL PUBLIC WORKS 818,004 913,416 952,764 659,308 978,020 2,279,927 254 B -04 -2017 02:21 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 204 - DRAINAGE AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG PROJECTS City Support Services 900 - 532900 Contingency 0 0 43,389 0 0 0 TOTAL City Support Services 0 0 43,389 0 0 0 Operations Support 900 - 534100 Advertising 0 0 611 0 0 0 TOTAL Operations Support 0 0 611 0 0 0 Professional Services 900 - 541100 Engineering 0 0 71,640 44,420 80,000 0 TOTAL Professional Services 0 0 71,640 44,420 80,000 0 Maintenance Services 900 - 551900 Construction 0 0 538,360 0 90,000 484,000 TOTAL Maintenance Services 0 0 538,360 0 90,000 484,000 Capital Outlay TOTAL PROJECTS 0 0 654,000 44,420 170,000 484,000 TOTAL MISC & PROJECTS 0 0 654,000 44,420 170,000 484,000 TOTAL EXPENDITURES 818,004 913,416 1,606,764 703,728 1,148,020 2,763,927 255 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 256 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 257 EMERGENCY MEDICAL SERVICES (EMS) • Be thoroughly prepared for man -made and natural disasters in our jurisdiction, region, and statewide. • Meet the needs of our customers and to solidify relationships and agreements with all eight cities, three counties and one Emergency Services District for which we provide service. ORGANIZATIONAL CHART EMS 2015 -16 2016 -17 2017 -18 Director 1 1 1 Operations Manager 1 1 1 Clinical Manager 1 1 1 Community Health Manager 1 1 1 Training Coordinator 1 1 1 Office Manager 1 1 1 Senior Administrative Asst. 1 1 1 Billing Specialist 1 1 2 Billing Clerk 2 21. 1 EMS Supervisor 3 3 3 Field Training Officer 3 3 3 MIH Paramedic 0 1 1 Paramedic 23 24 24 EMT 0 0 3 PIT Paramedics 20 15 15 P/T EMT 01 5 1 5 TOTAL POSITIONS 591 61 1 64 258 EMERGENCY MEDICAL SERVICES (EMS) �. �. Requests for EMS Service 2015 -16 2016 -17 2017 -18 Workload /Output Actual Estimate Budget Requests for EMS Service 9,716 10,224 10,679 Transports to Hospitals 6,120 6,969 6,477 Hospital to Hospital Transports 1,077 1,000 1,000 Collections per Transport 495.21 450.00 450.00 Students Enrolled in EMT 88 90 90 Certification Classes Trips billed for Alamo Heights 639 825 700 Trips billed for Glasscock County 32 109 0 Members of EMS Passport 525 518 550 Response Time 90% Reliability 2015 -16 2016 -17 2017 -18 Efficiency Actual Estimate Budget Response Time 90% Reliability 15:00 13:00 14:00 Total Time on Task (Minutes) 57:07 58:00 58:00 Transport Percentage 63% 66% 64% Days Sales Outstanding 50 50 50 Mutual Aid Requested 45 52 50 Students Graduated from EMT Certification Classes 55 53 55 Customer Service Card Scores (Percentage all positive) Critical Failures / 100,000 miles Fleet Accidents / 100,000 miles Cardiac Arrest Save % Correct recognition of STEMI EMT Class Certification Pass Rate 259 98.22% 2015 -16 2016 -17 2017 -18 Effectiveness Actual Estimate Budget Customer Service Card Scores (Percentage all positive) Critical Failures / 100,000 miles Fleet Accidents / 100,000 miles Cardiac Arrest Save % Correct recognition of STEMI EMT Class Certification Pass Rate 259 98.22% 98% 98% 4.0 4 4 4.2 6 4 9.6% 10% 10% 63.6% 70% 70% 92.73% 90% 90% EMERGENCY MEDICAL SERVICES (EMS) Revenue Fees 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Fees $5,569,980 $5,800,695 $6,122,000 Inter - Jurisdictional 1,713,419 2,434,843 2,780,863 Fund Transfers 0 550,000 0 Miscellaneous 169,045 250,410 117,850 Total $7,452,445 $9,035,948 $9,020,713 Expenses Personnel $3,575,258 $3,771,963 $4,244,739 Supplies 422,424 466,000 410,850 Human Services 363 1,000 0 City Support Services 17,854 79,647 104,100 Utility Services 92,082 109,858 118,000 Operations Support 67,941 70,000 74,620 Staff Support 63,604 69,250 70,750 City Assistance 7,874 567,867 568,867 Professional Services 96,315 114,500 168,200 Fund Charges /Transfers 1,969,401 2,493,210 2,656,827 Maintenance Services 27,759 49,000 43,000 Debt Service 14,782 274,094 288,120 Rental /Leasing 0 70,000 75,000 Operating Equipment 68,025 56,500 119,100 Capital Outlay 0 635,000 65,000 Total $6,423,681 $8,827,889 $9,007,173 • : ►� •► _►l AJ0fAJW .1p Revenue: Revenues for FY 2017 -18 are expected to decrease 0.2% from FY 2016 -17 year end estimates. Increases due to an expected rise in the number of transports will be offset not having incoming bond proceeds in FY 2017 -18. The Inter - Jurisdictional revenues will increase with a 3% increase in the rates charged as well as a fee adjustment for population to provide coverage for each serviced community which is identified within the contract. 260 EMERGENCY MEDICAL SERVICES (EMS) Expenses: The FY 2017 -18 Budget will increase 2.0% from the FY 2016 -17 year end estimate. Personnel will increase $472,000 with the increase recommended in the classification and compensation study as well as adding 3 full time EMT's to help reduce future overtime costs when a paramedic is vacant from a shift. Operating equipment will also increase $53,000 to purchase a video laryngoscopy device and radios for the ambulances while capital outlay is expected to decrease with after the purchase of 2 ambulances from the 2017 debt issuance. 261 B-04-2017 02:47 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 203 -EMS AS OF: JUNE 30TH, 2017 FINANCIAL, SUMMARY REVENUE SUMMARY Fees Inter - Jurisdictional Fund Transfers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY PUBLIC SAFETY SCHERTZ EMS TOTAL PUBLIC SAFETY MISC & PROJECTS TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL ---------- )(-------- 2017 -2018 - --- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 5,730,758 5,569,980 6,504,790 4,010,006 5,800,695 6,122,000 1,596,475 1,713,419 2,412,627 2,272,357 2,434,843 2,780,863 0 0 0 550,000 550,000 0 80,912 169,045 126,850 194,685 250,410 117,850 7,408,145 7,452,445 9,044,267 7,027,048 9,035,948 9,020,713 7,629,008 6,423,681 8,928,351 5,656,341 8,827,889 9,007,173 7,629,008 6,423,681 8,928,351 5,656,341 8,827,889 9,007,173 71629;008 6,423,681 8,928,351 5,656,341 8,827,889 9,007,173 ( 220,863) 1,028,764 115,916 1,370,708 208,059 13,540 262 B-04-2017 02:47 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 203 -EMS AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL Fees 000 - 456100 Ambulance /Mileage Transprt Fe 5,548,262 000 - 456110 Passport Membership Fees 26,410 000 - 456120 EMT Class - Fees 130,122 000 - 456122 CE Class - Fees 0 000 - 456130 Immunization Fees 1,156 000 - 456140 Billing Fees - External 20,716 000 - 456150 Standby Fees 0 000 - 456155 Community Services Support 0 000 - 458110 Sale of Merchandise - GovDeal 4,093 000 - 459200 NSF Check Fee 0 TOTAL Fees 5,730,758 Inter - Jurisdictional 0 000 - 473500 Seguin /Guadalupe Cc Support 241,720 000 - 474300 Cibolo Support 261,393 000 - 475100 Comal Cc ESD #6 92,860 000 - 475200 Live Oak Support 189,570 000 - 475300 Universal City Support 247,376 000 - 475400 Selma Support 73,959 000 - 475500 Schertz Support 465,688 000 - 475600 Santa Clara Support 9,679 000 - 475800 Marion Support 14,231 000 - 475910 TASPP Program 0 TOTAL Inter - Jurisdictional 1,596,475 Fund Transfers 346,468 000 - 486100 Transfer In 0 TOTAL Fund Transfers 0 Miscellaneous 206,957 000 - 491000 Interest Earned 94 000 - 491200 Investment Income 920 000 - 493203 Donations -EMS 780 000 - 493205 Donations -Golf Tournament 7,380 000 - 495100 MIH Contracts 0 000 - 497000 Misc Income 60,948 000 - 497100 Recovery of Bad Debt 10,740 000 - 498300 Reimburmnt -City Property 50 TOTAL Miscellaneous 80,912 TOTAL REVENUES 7,408,145 ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 5,366,059 6,272,100 3,781,326 5,500,000 5,866,200 28,340 30,000 24,740 27,000 30,000 142,924 90,000 65,123 88,000 96,000 0 22,000 14,225 20,000 22,800 8,448 7,000 9,138 10,695 7,000 20,197 25,000 13,935 20,000 25,000 0 25,000 21,849 25,000 25,000 0 33,690 79,622 110,000 50,000 3,938 0 0 0 0 75 0 50 0 0 5,569,980 6,504,790 4,010,006 5,800,695 6,122,000 310,699 843,577 702,982 843,577 843,577 269,225 319,098 319,098 322,000 346,468 95,550 100,076 106,012 109,266 112,537 202,716 206,956 206,957 209,000 213,152 254,788 268,871 262,361 265,000 281,284 76,175 106,656 106,656 109,000 111,886 479,641 504,083 504,084 507,000 556,325 9,969 10,354 10,354 12,000 10,447 14,658 14,956 14,956 16,000 15,187 0 38,000 38,897 42,000 290,000 1,713,419 21412,627 2,272,357 2,434,843 2,780,863 0 0 550,000 550,000 0 0 0 550,000 550,000 0 99 100 79 100 100 715 750 566 750 750 559 2,000 150 500 2,000 11,485 9,000 10,060 10,060 10,000 0 90,000 63,262 104,000 40,000 146,007 15,000 76,884 80,000 25,000 10,180 10,000 43,684 55,000 40,000 0 0 0 0 0 169,045 126,850 194,685 250,410 117,850 7,452,445 9,044,267 7,027,048 9,035,948 9,020,713 263 B-04-2017 02 :47 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 203 -EMS AS OF: JUNE 30TH, 2017 PUBLIC SAFETY EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG SCHERTZ EMS Personnel Services 280- 511110 Regular 1,908,978 2,016,838 2,161,282 1,487,059 2,061,828 2,377,144 280- 511120 Overtime 542,039 632,247 683,826 501,970 693,826 672,597 280- 511180 LTD 5,165 5,350 5,713 4,571 5,713 6,352 280- 511210 Longevity 36,299 37,087 42,814 41,301 44,000 42,059 280- 511220 Clothing Allowance 9,708 10,296 10,920 8,040 10,920 12,171 280- 511230 Certification Allowance 15,690 16,606 18,330 14,645 18,330 17,290 280- 511310 FICA - Employer 185,168 188,424 207,265 151,055 207,265 245,096 280 - 511350 TMRS- Employer 370,538 381,503 404,236 321,064 404,236 478,653 280- 511410 Health - Employer 229,967 240,819 279,845 224,064 279,845 330,957 280- 511500 Workers` Compensation 32,355 46,089 53,519 44,476 46,000 62,420 TOTAL Personnel Services 3,335,908 3,575,258 3,867,750 2,798,244 3,771,963 4,244,739 Supplies 280 - 521000 Operating Supplies 6,358 6,716 8,000 1,117 4,000 4,000 280 - 521010 Operating Supplies -EMT Class 25,810 41,253 27,000 17,085 24,000 32,000 280 - 521020 Operating Supplies -CE Class 17,281 9,933 21,550 12,163 18,000 15,750 280- 521025 Community Support Supplies 0 7,856 24,455 69,506 100,000 30,000 280 - 521030 Operating Supplies- MIH 0 160 9,254 385 2,500 1,000 280- 521100 Office Supplies 3,468 3,362 5,000 1,511 4,000 4,500 280- 521200 Medical /Chem Supplies 218,978 345,331 285,000 212,296 300,000 300,000 280- 521250 Immunization Supplies 0 0 15,600 3,351 6,000 14,600 280- 521300 Motor Veh. Supplies 472 2,807 4,000 277 2,500 4,000 280- 521600 Equip Maint Supplies 1,954 5,006 5,000 1,336 5,000 5,000 TOTAL Supplies 274,321 422,424 404,859 319,026 466,000 410,850 Human Services 280- 531100 Pre - employment Check 1,152 363 0 651 1,000 0 TOTAL Human Services 1,152 363 0 651 1,000 0 City Support Services 280- 532350 Software Maintenance 9,532 0 38,600 29,828 38,000 44,100 280- 532500 City Insurance- Commercial 14,618 17,599 17,850 21,547 21,547 25,000 280- 532840 Golf Tournament- Dilworth 0 255 0 100 100 0 280- 532900 Contingencies 0 0 35,000 0 20,000 35,000 TOTAL City Support Services 24,150 17,854 91,450 51,475 79,647 104,100 Utility Services 280- 533100 Gas Utility Service 4,082 2,543 4,200 3,409 4,500 4,500 280- 533200 Electric Utility Service 1,324 6,887 4,000 12,969 18,057 20,000 280- 533300 Telephone /Land Line 2,873 2,931 3,500 2,132 4,000 4,000 280- 533310 Telephone /Cell Phones 6,782 7,350 12,000 5,007 8,500 9,000 280- 533320 Telephone /Air Cards 11,244 11,614 12,000 7,693 12,000 13,000 280- 533330 Telephone /Internet 3,502 4,123 3,200 3,127 4,500 4,500 280- 533350 Pager Service 0 0 1,200 0 301 0 280- 533410 Water Utility Service 1,513 2,824 3,500 1,473 3,000 3,000 280- 533500 Vehicle Fuel 78,090 53,811 70,000 39,810 55,000 60,000 TOTAL Utility Services 109,411 92,082 113,600 75,621 109,858 118,000 264 B-04-2017 02:47 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 203 -EMS AS OF: JUNE 30TH, 2017 PUBLIC SAFETY EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Operations Support 280- 534000 Postage 26,205 17,063 18,000 8,530 13,000 12,500 280- 534100 Advertising 14,329 1,006 4,000 0 2,000 2,000 280- 534200 Printing 6 Binding 11,405 7,575 8,000 6,175 8,000 8,000 280 - 534300 Equipment Maintenance - Copie 13,649 14,028 12,000 10,056 14,000 15,000 280- 534400 EMT Class Instructors 22,646 19,040 22,000 13,760 20,000 21,120 280- 534410 CE Class Instructors 12,982 8,881 12,800 2,400 5,000 8,000 280- 534420 Community Support - Instructors 0 0 0 2,390 5,000 5,000 280- 534500 Memberships - Organizations 0 0 2,000 2,520 3,000 3,000 280 - 534999 Mi.sc Expenses 22 347 0 0 0 0 TOTAL Operations Support 101,238 67,941 78,800 45,830 70,000 74,620 Staff Support 280- 535100 Uniforms 17,390 20,712 25,000 11,926 25,000 25,000 280 - 535200 Awards 324 21127 0 0 0 0 280- 535210 Employee Recognition - Morale 7,383 8,598 7,500 3,521 7,500 8,000 280- 535300 Memberships 2,603 2,100 250 22 250 250 280- 535400 Publications 1,304 200 1,000 0 500 1,000 280- 535500 Training /Travel 39,192 23,112 35,000 21,526 30,000 30,000 280- 535510 Meeting Expenses 2,807 2,608 3,000 2,084 3,000 3,000 280- 535600 Professional Certification 3,753 4,145 3,500 574 3,000 3,500 TOTAL Staff Support 74,757 63,604 75,250 39,654 69,250 70,750 City Assistance 280- 537100 Medical Services 8,534 4,657 9,000 3,079 9,000 9,000 280 - 537110 EMS Outsourcing 0 0 548,867 365,911 548,867 548,867 280- 537800 Community Outreach 3,655 3,217 11,000 6,517 10,000 11,000 TOTAL City Assistance 12,189 7,874 568,867 375,507 567,867 568,867 Professional Services 280 - 541200 Legal Svcs 605 702 10,000 1,131 3,500 10,000 280- 541300 Other Consl /Prof Services 84,067 77,831 97,000 62,424 90,000 140,200 280 - 541400 Auditor /Accounting Service 3,000 3,000 3,000 4,000 6,000 3,000 280- 541502 Cost of Bond Issuance 17,788 0 0 0 0 0 280- 541800 Credit Card Fees 10,108 14,782 20,000 9,397 15,000 15,000 TOTAL Professional Services 115,568 96,315 130,000 76,952 114,500 168,200 Fund Charges /Transfers 280- 548000 Transfer Out 0 60,000 0 0 0 0 280- 548106 Transfer Out- Special Events 1,468 1,331 4,000 0 0 4,000 280- 548600 Interfund Charges -G /F Admin 136,087 150,308 150,087 112,565 150,308 170,087 280- 548610 Interfund Charges -Admin Fleet 91,937 91,937 142,902 107,177 142,902 130,000 280- 548650 Interest Expense 562 180 0 0 0 0 280- 548700 Bad Debt Expense 2,908,015 1,358,239 2,686,050 1,532,873 2,200,000 2,352,740 280- 548800 Depreciation Expense 219,064 307,406 0 0 0 0 TOTAL Fund Charges /Transfers 3,357,132 1,969,401 2,983,039 1,752,615 2,493,210 2,656,827 265 8 -04 -2017 02:47 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 203 -EMS AS OF: JUNE 30TH, 2017 PUBLIC SAFETY EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Maintenance Services 280- 551100 Building Maintenance 4,155 4,301 15,000 0 8,000 0 280- 551800 Other Maintenance Agreements 17,415 12,278 31,000 10,850 30,000 31,000 280- 551810 Maintenance Agr. - Radios 9,420 11,180 10,320 5,160 11,000 12,000 TOTAL Maintenance Services 30,990 27,759 56,320 16,010 49,000 43,000 Debt Service 280- 555600.Interest -CO Bond 2007 2,842 1,403 0 0 0 0 280- 555632.Tax Notes SR2010- Interest 829 0 0 0 0 0 280- 555639 Tax Notes SR2015 - Principal 0 0 160,000 0 160,000 155,000 280- 555639.Tax Notes SR2015 - Interest 10,573 13,379 11,375 5,649 14,094 15,000 280- 555900 Debt Service 0 0 100,000 0 100,000 118,120 TOTAL Debt Service 14,243 14,782 271,375 5,699 274,094 288,120 Rental /Leasing 280- 561200 Lease /Purchase Payments 580 0 81,541 52,735 70,000 75,000 TOTAL Rental /Leasing 580 0 81,541 52,735 70,000 75,000 Operating Equipment 280- 571000 Furniture & Fixtures 4,024 2,396 5,000 1,516 5,000 5,000 280- 571200 Vehicles&ACCess. < $5,000 5,279 10,828 4,500 150 2,500 5,000 280- 571300 Computer &Periphe. < $5000 45,512 23,682 45,000 4,450 30,000 28,600 280- 571400 Communication Equip < $5000 2,685 2,299 6,000 1,455 4,000 24,800 280- 571510 Specialized Medical Equipment 78,057 14,358 0 0 0 0 280- 571800 Equipment Under $5,000 41,815 14,462 65,000 4,289 15,000 55,700 TOTAL Operating Equipment 177,371 68,025 125,500 11,861 56,500 119,100 Capital Outlay 280- 581200 Vehicles & Access. Over $5,00 0 0 50,000 34,510 595,000 30,000 280- 581800 Equipment Over $5,000 0 0 30,000 0 40,000 35,000 TOTAL Capital Outlay 0 0 80,000 34,510 635,000 65,000 TOTAL SCHERTZ EMS 7,629,008 6,423,681 8,928,351 5,656,341 8,827,889 9,007,173 TOTAL PUBLIC SAFETY 7,629,008 6,423,681 8,928,351 5,656,341 8,827,889 9,007,173 266 B-04-2017 02:47 PM 203 -EMS MISC & PROJECTS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG DONATIONS City Support Services TOTAL EXPENDITURES 7,629,008 6,423,681 8,928,351 5,656,341 8,827,889 9,007,173 267 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 268 to] ' 8A CK61 "•'' • VISION STATEMENT To attract and expand business and industry to ensure a fiscally - responsible community that emphasizes a continued commitment to economic prosperity, workforce opportunities and high quality of life. MISSION STATEMENT The mission of the City of Schertz Economic Development Corporation (SEDC) is to grow the Schertz economy through the attraction and retention of Primary Jobs and by attracting new capital investment throughout the City of Schertz and within its extraterritorial jurisdiction by: • Attracting targeted industries. • Fortifying business retention and expansion efforts. • Providing a supporting tax base to balance increasing residential growth • Generate investment in underdeveloped areas of the City. • Improving the quality of life. DEPARTMENT DESCRIPTION Promote the City of Schertz through a diversified and comprehensive marketing framework. Promote economic development opportunities for high value employers of all sizes. Educate and promote the adoption of land use policies that promote quality and sustainable economic development. Conduct incentive application analysis and field inquiries from public, prospects, and actively engage in business recruitment. 269 ECONOMIC DEVELOPMENT ECONOMIC DEVELOPMENT 2015 -16 2016 -17 2017 -18 Executive Director 1 1 1 Business Retention Manager 0 1 1 Economic Development Analyst 1 1 1 Economic Development Specialist 1 0 0 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 • 1�1 all 11 1 1 . • . Number of inquiries 80 Number of Schertz companies visited 20 Number of recruitment events 14 Number of new prospects 30 Number of active incentive agreements 8 MCI 116 2015 -16 2016 -17 2017 -18 Workload/Output Actual Estimate Goal Number of inquiries 80 Number of Schertz companies visited 20 Number of recruitment events 14 Number of new prospects 30 Number of active incentive agreements 8 MCI 116 150 42 48 15 15 37 60 7 8 ECONOMIC DEVELOPMENT Revenue Taxes Miscellaneous Total Expenses Personnel Supplies Human Services City Support Services Utility Services Operations Support Staff Support City Assistance Professional Services Fund Charges /Transfers Debt Service Operating Equipment Capital Outlay Total Economic Development Projects Total Schertz Economic Development $3,660,101 $3,810,165 $3,962,572 52,564 104,050 120,301 $3,712,647 $3,914,215 $4,082,873 $253,100 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Bud et Revenue Taxes Miscellaneous Total Expenses Personnel Supplies Human Services City Support Services Utility Services Operations Support Staff Support City Assistance Professional Services Fund Charges /Transfers Debt Service Operating Equipment Capital Outlay Total Economic Development Projects Total Schertz Economic Development $3,660,101 $3,810,165 $3,962,572 52,564 104,050 120,301 $3,712,647 $3,914,215 $4,082,873 $253,100 $0 $0 123 750 750 44 1,000 500 2,226 7,700 37,700 2,631 4,980 3,870 98,152 133,402 173,000 6,326 22,300 21,900 100,331 1,005,000 817,500 23,763 87,500 82,500 407,143 797,847 1,067,945 161,216 0 0 1,972 4,700 4,200 28,533 0 0 $1,085,540 $2,061,117 $2,209,865 221,674 $1,307,214 Revenues 0 $2,065,179 N $2,209,865 The revenue for FY 2017 -18 is projected to increase by 4.3% from the FY 2016- 17 year -end estimate. The increase reflects a general increase in the economy and significant growth in investment income. Expenses The expenses for FY 2017 -18 is projected to increase by 7.2% from the FY 2016- 17 year -end estimate. The City Assistance fund was adjusted to account for the $500,000 Small Business Grants that may be used throughout the fiscal -year. $312,500 has been allocated for those existing economic development incentives that must be earned before December 31, 2017. Any additional incentives will be taken from reserves and approved by the SEDC Board of Directors and City Council on a case -by -case basis. US ECONOMIC DEVELOPMENT The Fund Charges /Transfer fund increased due to the proposed expenditure of up to $265,000 for permit software. The software will help increase the efficiency of the City's development process which directly impacts commercial development, including those projects that create primary jobs. Additionally, the FY 2017 -18 Service Agreement between the SEDC and City of Schertz increased 2.5% to $441,395. The Service Agreement creates a not -to- exceed amount for administrative services such as personnel, finance, accounting, insurance, human resources, IT, and fleet. The Service Agreement also allows the SEDC to receive services at City's pre- negotiated rate for services such as legal, telecom and copying services. The Operations Support fund increased by $43,500 to be to be used as part of the expansion of the SEDC's marketing strategy to promote the City of Schertz and the attraction of new Primary Jobs. The City Support Services fund was increased as part of the SEDC's commitment to expand our local businesses through the implementation of the SEDC Business Retention and Expansion Plan. Additionally, $20,000 will be used for the SEDC's 20th anniversary celebration. M &A B-04-2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 620 -SED CORPORATION AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY Taxes Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT MISC & PROJECTS PROJECTS ECONOMIC DEVELOPMENT FM3009 RD &BRIDGE EXPNDSN TOTAL MISC & PROJECTS TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES 229,649 t---- --- --- - -- 2016 -2017 -- ------ -- ----- }t-- - --- -- 2017 -2018 -- -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 3,442,819 3,660,101 3,692,710 2,729,630 3,810,165 3,962,572 15,939 52,547 45,550 79,373 104,050 120,301 3,458,759 3,712,648 3,738,260 2,809,004 3,914,215 4,082,873 229,649 221,673 0 0 0 0 1,179,115 1,085,542 2,062,617 752,181 2,065,179 2,209,865 20,826 0 0 0 0 0 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 2,029,169 2,405,433 1,675,643 2,056,823 1,849,036 1,873,008 273 8 -04-2017 12:53 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JUNE 30TH, 2017 REVENUES Taxes 000-411500 Sales Tax Revenue (48) TOTAL Taxes Fund Transfers Miscellaneous 000-491000 Interest Earned-Bank 000-491200 Investment Income 000-497000 Misc Income TOTAL Miscellaneous TOTAL REVENUES t-------- -- -- -- 2016-2017 2014-2015 2015-2016 CURRENT Y-T-D ACTUAL ACTUAL BUDGET ACTUAL ---- ------ H- ----- -- 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 3,442,819 3,660,101 3,692,710 , 2,729,630 3,810,165 3,962,572 3,442,819 3,660,101 3,692,710 2,729,630 3,810,165 3,962,572 183 375 550 144 300 300 14,278 52,171 45,000 79,230 103,750 120,000 1,478 0 0 0 0 1 15,939 52,547 45,550 79,373 104,050 120,301 3,458,759 3,712,648 3,738,260 2,809,004 3,914,215 4,082,873 W, I 8-04-2017 12:53 PM 620-SED CORPORATION MISC & PROJECTS EXPENDITURES C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: -------------- 2016-2017 --------------- )t--- -- --- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG PROJECTS Utility Services Professional Services 900-541100 ENGINEERING 14,103 34,206 0 0 0 0 900-541300 OTHER PROFESSIONAL SERVICES 0 683 0 0 -0 0 TOTAL Professional Services 14,103 34,889 0 0 0 0 Maintenance Services 900-551900 CONSTRUCTION 0 185,210 0 0 0 0 TOTAL Maintenance Services 0 185,210 0 0 0 0 Rental/Leasing 900-561300 LAND PURCHASE 215,546 1,575 0 0 0 0 TOTAL Rental/Leasing 215,546 1,575 0 0 0 0 TOTAL PROJECTS 229,649 221,673 0 0 0 0 275 B -04 -2017 12:53 PM 620 -SED CORPORATION MISC & PROJECTS EXPENDITURES ECONOMIC DEVELOPMENT Personnel Services 966 - 511110 Regular 966 - 511180 LTD 966 - 511210 Longevity 966 - 511240 Allowance 966 - 511310 FICA - Employer 966 - 511350 TMRS- Employer 966 - 511410 Health- Employer 966 - 511500 Workers' Compensation TOTAL Personnel Services Supplies 966 - 521100 Office Supplies 966 - 521110 Office Supplies - Refreshments TOTAL Supplies Human Services 966 - 531100 Pre - employment Check 966 - 531150 Interview Expenses TOTAL Human Services City Support Services 966 - 532500 City Insurance - Commercial 966 - 532800 Promotional Events 966 - 532900 Contingencies TOTAL City Support Services Utility Services 966 - 533200 Electric Utility Service 966- 533300 Telephone /Land Line 966- 533310 Telephone /Cell Phones 966 - 533320 Telephone /Air Cards 966 - 533410 Water Utility Service 966 - 533500 Vehicle Fuel 966- 533550 Vehicle Maintenance TOTAL Utility Services Operations Support 966 - 534000 Postage 966 - 534100 Advertising 966 - 534105 Goodwill 966 - 534150 TexasOne 966 - 534190 Recruitment Events 966 - 534200 Printing & Binding 966 - 534300 Equipment Maintenance - Copier 966 - 534400 Computer Licenses - Software 966 - 534500 Memberships - Organization C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 - 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECObMNDED BUDG 137,773 189,185 0 0 0 0 397 591 0 0 0 0 597 1,054 0 0 0 0 305 0 0 0 0 0 10,348 13,701 0 0 0 0 22,842 30,709 0 0 0 0 14,858 17,453 0 0 0 0 494 407 0 0 0 0 187,614 253,100 0 0 0 0 585 123 750 402 750 750 48 0 0 0 0 0 632 123 750 402 750 750 135 44 1,000 390 1,000 0 0 0 0 0 0 500 135 44 1,000 390 1,000 500 1,114 343 1,700 1,653 1,700 1,700 639 1,883 6,000 2,241 6,000 26,000 0 0 0 0 0 10,000 1,753 2,226 7,700 3,895 7,700 37,700 18 242 0 0 0 0 425 425 720 319 720 720 334 623 1,500 B20 1,500 1,500 11 0 0 0 0 0 35 712 0 124 160 0 346 520 2,000 289 2,000 1,000 34 109 600 49 600 650 1,202 2,631 4,820 1,601 4,980 3,870 17 166 500 36 500 500 683 16,957 20,000 13,911 20,000 62,000 365 447 2,500 442 1,000 1,500 6,842 0 0 0 0 0 3,518 19,341 35,000 17,578 35,000 35,000 222 49 1,000 72 1,000 500 3,932 4,653 0 3,902 3,902 5,000 1,227 3,149 7,500 2,828 7,500 10,000 735 3,890 15,000 3,000 15,000 8,000 276 8 -04 -2017 12:53 PM 620 -SED CORPORATION MISC & PROJECTS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 PAGE: (-------- - - -- -- 2016 -2017 ----- ---------- H-- -- - - -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 966 - 534510 Membership- Commuter Rail Brd 49,500 TOTAL Operations Support 67,041 Staff Support 0 966 - 535100 Uniforms 300 966 - 535210 Employee Recognition- Morale 23 966 - 535300 Memberships -Staff Support 0 966 - 535400 Publications 138 966 - 535500 Training /Travel 5,308 966 - 535510 Meeting Expenses -EDC Board 1,402 TOTAL Staff Support 7,171 City Assistance 15,000 966 - 537600 Development Incentive Fund 0 966 - 537610 Impact Fee Matching Fund 0 966 - 537615 Small Business Grant Fund 0 966 - 537650 Prospect Services 86 TOTAL City Assistance 86 Professional Services 22,300 966 - 541200 Legal Svcs 91005 966 - 541300 Professional Services 501 966 - 541400 Auditor /Accounting Service 6,000 966 - 541450 Consulting Services 0 TOTAL Professional Services 15,506 Fund Charges /Transfers 0 966 - 548101 Contributions to General Fund 0 966 - 548505 Contribution to I & S 367,188 966- 548600 Interfund Charges -Admin 96,012 966 - 548610 Interfund Charge -Fleet 3,796 TOTAL Fund Charges /Transfers 466,996 Fund Replenish 979 Maintenance Services 817,500 966 - 551700 Grounds Maintenance 0 TOTAL Maintenance Services 0 Debt Service 4,057 966 - 555632 Tax Notes SR2010- Principal 265,000 966- 555632.Tax Notes SR2010- Interest 3,379 966 - 555650 Bond -CO 2007 - Principal 150,000 966- 555650.Bond -CO 2007 - Interest 12,231 TOTAL Debt Service 430,609 49,500 49,500 0 49,500 49,500 98,153 131,000 41,769 133,402 172,000 0 B00 398 800 800 0 300 63 300 300 500 2,500 500 2,500 2,000 403 700 497 700 800 4,136 15,000 8,100 15,000 15,000 1,287 3,000 1,832 3,000 3,000 6,326 22,300 11,411 22,300 21,900 100,000 500,000 0 500,000 312,500 0 500,000 0 500,000 0 0 0 0 0 500,000 331 5,000 979 5,000 5,000 100,331 1,005,000 979 1,005,000 817,500 13,406 40,000 3,785 40,000 25,000 4,057 40,000 337 40,000 0 6,300 7,500 3,000 7,500 7,500 0 0 0 0 50,000 23,763 87,500 7,121 87,500 82,500 0 0 0 0 265,000 356,119 366,788 361,019 366,788 360,769 50,024 430,445 322,834 430,445 441,395 1,000 614 460 614 781 407,143 797,847 684,313 797,847 1,067,945 0 0 0 0 1,000 0 0 0 0 1,000 0 0 0 0 0 0 0 0 0 0 155,000 0 0 0 0 6,215 0 0 0 0 161,215 0 0 0 0 MAIM B -04 -2017 12:53 PM 620 -SED CORPORATION MISC & PROJECTS EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-- ----- -- ----- 2016 -2017 --- ----- -- - - - - -H -- - - -- -- 2017 -2018 -- -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Operating Equipment 966 - 571100 Furniture & Fixtures 359 26 700 300 700 1,200 966 - 571300 Computer & Periphe < $5000 10 1,927 4,000 0 4,000 3,000 TOTAL Operating Equipment 369 1,954 4,700 300 4,700 4,200 Capital Outlay 966 - 581200 Vehicles&Access Over $5,000 0 28,533 0 0 0 0 TOTAL Capital Outlay 0 28,533 0 0 0 0 TOTAL ECONOMIC DEVELOPMENT 1,179,115 1,085,542 2,062,617 752,181 2,065,179 2,209,865 278 B-04-2017 12:53 PM C I T Y O E S C H E R T 2 PAGE: PROPOSED BUDGET WORKSHEET 620 -SED CORPORATION AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES (- ------ -- --- -- 2016 -2017 --------------- -------- 2017-201$ - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG is FM3009 RD &BRIDGE EXPNDSN St !* Maintenance Services 994 - 551900 FM3009 Rd &Bridge Expansion 20,$26 0 0 0 0 0 TOTAL Maintenance Services 20,$26 0 0 0 0 0 TOTAL FM3009 RD &BRIDGE EXPNDSN 20,$26 0 0 0 0 0 279 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 620 -SED CORPORATION AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL SCHWAS RD PROJECT Maintenance Services PAGE: ---------- )(-------- 2017-2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG TOTAL MISC & PROJECTS 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 TOTAL EXPENDITURES 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 280 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 620 -SED CORPORATION AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL SCHWAS RD PROJECT Maintenance Services PAGE: ---------- )(-------- 2017-2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG TOTAL MISC & PROJECTS 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 TOTAL EXPENDITURES 1,429,589 1,307,215 2,062,617 752,181 2,065,179 2,209,865 281 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 282 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. Revenues $99,024 $90Y395 $200,000 Expenses Operating Equipment $865 $0 $0 Capital Outlay 0 0 200,000 Projects 30,103 800 0 Total $30,968 $800 $200,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2017 -18 are expected to increase 2.6% from the FY 2016 -17 year end estimates with the continued growth of our residential community plus a $110,000 transfer from reserves to continue the communication master plan. Expenses: The PEG Fund FY 2017 -18 Budget increased $199,200 from the FY 2016 -17 year end estimates with the continued implementation of the communication master plan. 283 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenues $99,024 $90Y395 $200,000 Expenses Operating Equipment $865 $0 $0 Capital Outlay 0 0 200,000 Projects 30,103 800 0 Total $30,968 $800 $200,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2017 -18 are expected to increase 2.6% from the FY 2016 -17 year end estimates with the continued growth of our residential community plus a $110,000 transfer from reserves to continue the communication master plan. Expenses: The PEG Fund FY 2017 -18 Budget increased $199,200 from the FY 2016 -17 year end estimates with the continued implementation of the communication master plan. 283 B-04-2017 12:52 PM 110 - PUBLIC, EDU, GOVMNT FEE FINANCIAL SUMMARY REVENUE SUMMARY Franchises Fund Transfers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL TOTAL GENERAL GOVERNMENT MISC & PROJECTS PROJECTS TOTAL MISC & PROJECTS TOTAL EXPENDITURES REVENUE OVER/(UNDER) EXPENDITURES C I T Y 0 F. S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (--- --- --- - -- -- 2016 -2017 --------------- -------- 2017 -2018 ---- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 103,149 99,024 113,300 0 0 0 2 0 0 103,151 99,024 113,300 67,771 90,395 93,300 0 0 106,700 0 0 0 67,771 90,395 200,000 80,669 865 0 0 0 200,000 80,669 865 0 0 0 200,000 2,456 30,103 108,600 449 B00 0 2,456 30,103 108,600 449 800 0 83,125 30,968 108,600 449 800 200,000 20,025 68,056 4,700 67,322 89,595 0 284 8 -04 -2017 12:52 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 110 - PUBLIC, EDU, GOVMNT FEE AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 --------------- -------- 2017 -2018 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Franchises 000 - 421350 Time Warner -PEG Fee 50,747 51,681 50,000 39,887 53,217 55,000 000 - 421465 AT &T PEG Fee 52,401 47,343 63,300 27,884 37,178 38,300 TOTAL Franchises 103,149 99,024 113,300 67,771 90,395 93,300 Fund Transfers 000 - 481000 Transfer In - Reserves 0 0 0 0 0 106,700 TOTAL Fund Transfers 0 0 0 0 0 106,700 Miscellaneous 000 - 497000 Misc Income 2 0 0 0 0 0 TOTAL Miscellaneous 2 0 0 0 0 0 TOTAL REVENUES 103,151 99,024 113,300 67,771 90,395 200,000 285 B-04-2017 12:52 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 110- PUBLIC, EDU, GOVMNT FEE AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES {-------- - - - - -- 2016 -2017 --------------- )(--- - - ---- 2017 -2019 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG NON DEPARTMENTAL " Utility Services Professional Services F; Rental /Leasing 101- 561200 Lease /PUrcahse Payments 3,170 0 0 0 0 0 TOTAL Rental /Leasing 3,170 0 0 0 0 0 Operating Equipment 101- 571400 Communications Equipmnt -Mino 0 865 0 0 0 0 TOTAL Operating Equipment 0 865 0 0 0 0 Capital Outlay 101 - 581400 Communications Equipment 77,499 0 0 0 0 200,000 TOTAL Capital Outlay 77,499 0 0 0 0 200,000 TOTAL NON DEPARTMENTAL 80,669 865 0 0 0 200,000 TOTAL GENERAL GOVERNMENT 80,669 865 0 0 0 200,000 286 8 -04-2017 12:52 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 110-PUBLIC, RDU, GOVMNT FEE AS OF: JUNE 30TH, 2017 MISC & PROJECTS EXPENDITURES -------------- 2016-2017 --------------- )( -------- 2017-2018 - - -- 2014 -2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG PROJECTS Supplies 900-521700 Materials 1,264 0 0 0 0 0 TOTAL Supplies 1,264 0 0 0 0 0 Operations Support 900-534100 Advertising 1,192 0 0 0 0 0 TOTAL Operations Support 1,192 0 0 0 0 0 Professional Services 900-541110 COMMUNICATION PLAN 0 0 5,600 0 0 0 TOTAL Professional Services 0 0 5,600 0 0 0 Operating Equipment 900-571400 Communications Equipmnt-Minor 0 5,592 10,500 0 0 0 TOTAL Operating Equipment 0 5,592 10,500 0 0 0 Capital Outlay 900-581400 Communication Equipment 0 24,511 92,500 449 800 0 TOTAL Capital Outlay 0 24,511 92,500 449 800 0 TOTAL PROJECTS 2,456 30,103 108,600 449 800 0 TOTAL MISC & PROJECTS 2,456 30,103 108,600 449 800 0 TOTAL EXPENDITURES 83,125 30,968 108,600 449 800 200,000 287 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 288 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 four 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. 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. Revenue Taxes $544,871 $513,000 $550,000 Miscellaneous 3,954 10,575 13,650 Total $548,825 $523,575 $563,650 Expenses City Support Services 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Taxes $544,871 $513,000 $550,000 Miscellaneous 3,954 10,575 13,650 Total $548,825 $523,575 $563,650 Expenses City Support Services $66,219 $97,165 $110,000 Operations Support 36,553 65,425 68,425 Professional Services 3,000 3,500 3,000 Fund Charges /Transfers 114,405 66,405 67,605 Building Maintenance 5,555 10,000 10,000 Operating Equipment 2,000 0 0 Capital Outlay 0 0 63,806 Total $227,731 $242,495 $322,836 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenue for FY 2017 -18 is expected to increase 7.7% from the FY 2016 -17 year end estimates with the addition of a new hotel in the city. Expenses: The Hotel Motel Tax Fund FY 2017 -18 Budget increased 33.1 % from FY 2016 -17 year end estimates. This increase is for proposed upgrades to the wi -fi and audiovisual system in the Civic Center to attract additional conferences and conventions that follows the state statutes for occupancy tax use. 289 B-04-2017 12:52 PM 314 -HOTEL TAX FINANCIAL SUMMARY REVENUE SUMMARY Taxes Miscellaneous TOTAL REVENUES EXPENDITURE SUMHJARY GENERAL GOVERNMENT C I T Y O F, S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- -- - - -- 2016 -2017 --------------- )(-------- 2017-2018 ---- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BURG 563,734 544,871 609,302 339,788 513,000 550,000 647 3,954 2,150 6,885 10,575 13,650 564,381 548,825 611,452 346,673 523,575 563,650 NON DEPARTMENTAL 215,011 227,731 260,995 154,474 242,495 322,836 TOTAL GENERAL GOVERNMENT 215,011 227,731 260,995 154,474 242,495 322,836 TOTAL EXPENDITURES 215,011 227,731 260,995 154,474 242,495 322,836 REVENUE OVER/(UNDER) EXPENDITURES 349,370 321,094 350,457 192,200 281,080 240,814 290 8-04-2017 12:52 PM C I T Y 0 F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JUNE 30TH, 2017 REVENUES ( -------------- 2016-2017 2014-2015 2015-2016 CURRENT Y-T-D ACTUAL ACTUAL BUDGET ACTUAL ---------- )( -------- 2017-2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BURG Taxes 000-411800 Hotel Occupancy Tax 563,734 544,871 609,302 339,788 513,000 550,000 TOTAL Taxes 563,734 544,871 609,302 339,788 513,000 550,000 Fund Transfers Miscellaneous 000-491000 Interest Earned 132 177 150 51 75 150 000-491200 Investment Income 516 3,778 2,000 6,835 10,500 13,500 000-497000 Misc Income 0 0 0 0 0 0 TOTAL Miscellaneous 647 3,954 2,150 6,885 10,575 13,650 TOTAL REVENUES 564,381 548,825 611,452 346,673 523,575 563,650 291 B-04-2017 12:52 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 314 -HOTEL TAX AS OF: JUNE 30TH, 2017 GENERAL GOVERNMENT EXPENDITURES t---- ---- - - ---- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL NON DEPARTMENTAL Personnel Services Supplies City Support Services PAGE: ---------- ?(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 101- 532800 Special Events 45,421 55,080 57,165 36,406 57,165 60,000 101- 532820 Community Programs 14,155 11,139 10,000 30,100 40,000 50,000 TOTAL City Support Services 59,576 66,219 67,165 66,506 97,165 110,000 Operations Support 101- 534100 Advertising 20,840 24,336 50,425 23,208 50,425 50,425 101- 534120 Advertising - Billboards 11,918 12,217 16,000 8,444 15,000 18,000 TOTAL Operations Support 32,758 36,553 66,425 31,652 65,425 68,425 City Assistance Professional Services 101 - 541400 Auditor /Accounting Service 3,000 3,000 3,000 3,000 3,500 3,000 TOTAL Professional Services 3,000 3,000 3,000 3,000 3,500 3,000 Fund Charges /Transfers 101- 548000 Transfer Out 0 66,405 66,405 0 0 0 101 - 548100 Interfund Transfer Out 66,405 0 0 49,804 66,405 67,605 101 - 548614 Contribution -Park & Rec Fundt 43,500 48,000 48,000 0 0 0 TOTAL Fund Charges /Transfers 109,905 114,405 114,405 49,804 66,405 67,605 Maintenance Services 101- 551100 Building Maintenance 0 5,555 10,000 3,512 10,000 10,000 TOTAL Maintenance Services 0 5,555 10,000 3,512 10,000 10,000 Operating Equipment 101- 571700 Improvements Under $5,000 5,844 0 0 0 0 0 101 - 571810 Event Banners 3,928 2,000 0 0 0 0 TOTAL Operating Equipment 9,772 2,000 0 0 0 0 Capital Outlay 101- 581750 Civic Center Improvements 0 0 0 0 0 63,806 TOTAL Capital Outlay 0 0 0 0 0 63,806 TOTAL NON DEPARTMENTAL 215,011 227,731 260,995 154,474 242,495 322,836 TOTAL GENERAL GOVERNMENT 215,011 TOTAL EXPENDITURES 227,731 260,995 154,474 242,495 322,836 215,011 227,731 260,995 292 154,474 242,495 322,836 FUND: 317 PARK FUND Is] .• • . 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. Revenue Fees $132,000 Miscellaneous 1,598 Total $133,598 Expenses Operating Equipment $147 Capital Outlay 22,857 Total $23,004 PROGRAM JUSTIFICATION AND ANALYSIS $145,000 $70,000 3,050 60,000 $148,050 $130,000 $15,000 $10,000 170,000 120,000 $185,000 $130,000 Revenue: The revenue for FY 2017 -18 is expected to decrease 12.2% from 2016- 17 year end estimate with a conservative view on new park fees from development. As a project based fund, revenues are built up and collected in reserves then spent once they have reached a level to fund new projects. Expenses: The FY 2017 -18 Budget decreases 29.7% from FY 2016 -17 year end estimates due to lower cost of future projects identified. The FY 2017 -18 project lists include Hilltop Park improvements of $75,000, park improvements along Schertz Parkway of $20,000, and additional improvements at the Skate Park of $25,000. 293 2015 -16 2016 -17 1 2017 -18 Budget Actual Estimate Budget Revenue Fees $132,000 Miscellaneous 1,598 Total $133,598 Expenses Operating Equipment $147 Capital Outlay 22,857 Total $23,004 PROGRAM JUSTIFICATION AND ANALYSIS $145,000 $70,000 3,050 60,000 $148,050 $130,000 $15,000 $10,000 170,000 120,000 $185,000 $130,000 Revenue: The revenue for FY 2017 -18 is expected to decrease 12.2% from 2016- 17 year end estimate with a conservative view on new park fees from development. As a project based fund, revenues are built up and collected in reserves then spent once they have reached a level to fund new projects. Expenses: The FY 2017 -18 Budget decreases 29.7% from FY 2016 -17 year end estimates due to lower cost of future projects identified. The FY 2017 -18 project lists include Hilltop Park improvements of $75,000, park improvements along Schertz Parkway of $20,000, and additional improvements at the Skate Park of $25,000. 293 8 -04 -2017 12:52 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 317 -PARK FUND AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY Fees Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT PUBLIC ENVIRONMENT PARKLAND DEDICATION TOTAL PUBLIC ENVIRONMENT TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES 50,126 i-------- - - - - -- 2016 -2017 --------------- )( -- - - -- -- 2017 -2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG 185,000 130,000 41,980 110,595 0 85,932 ( 92,000 132,000 145,000 98,000 145,000 70,000 106 1,598 40,000 2,108 3,050 60,000 92,106 133,598 185,000 100,108 148,050 130,000 50,126 23,004 185,000 14,176 185,000 130,000 50,126 23,004 185,000 14,176 185,000 130,000 50,126 23,004 185,000 14,176 185,000 130,000 41,980 110,595 0 85,932 ( 36,950) 0 294 8 -04 -2017 12:52 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 317 -PARK FUND AS OF: JUNE 30TH, 2017 REVENUES (--------- - - - --- 2016 -2017 --------------- -------- 2017 -2018 - --- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Fees 000 - 458800 Parkland Dedication 92,000 132,000 145,000 98,000 145,000 70,000 TOTAL Fees 92,000 132,000 145,000 98,000 145,000 70,000 Miscellaneous 000- 491000 Interest Earned 94 114 250 32 50 100 000 - 491200 Investment Income 12 614 1,000 2,076 3,000 3,000 000 - 497000 Misc Income 0 870 0 0 0 0 000 - 499100 Transfer From Parks Reserves 0 0 38,750 0 0 56,900 TOTAL Miscellaneous 106 1,598 40,000 2,108 3,050 60,000 TOTAL REVENUES 92,106 133,598 185,000 100,108 148,050 130,000 295 B-04-2017 12:52 PM C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET 317 -PARK FUND AS OF: JUNE 30TH, 2017 PUBLIC ENVIRONMENT EXPENDITURES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PARKLAND DEDICATION Supplies Utility Services Fund Charges /Transfers PAGE: ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG Ih" 301 - 548000 Transfer Out 33,159 0 0 0 0 0 TOTAL Fund Charges /Transfers 33,159 0 0 0 0 0 Maintenance Services Operating Equipment 301- 571000 Sign /Fixtures 0 750 17,000 11,101 15,000 10,000 301- 571700 Improvements Under $5,000 6,038 ( 604) 0 0 0 0 TOTAL Operating Equipment 6,038 147 17,000 11,101 15,000 10,000 Capital Outlay 301- 581700 Improvements Over $5,000 10,930 22,857 168,000 3,075 170,000 120,000 TOTAL Capital Outlay 10,930 22,857 168,000 3,075 170,000 120,000 TOTAL PARKLAND DEDICATION 50,126 23,004 185,000 14,176 185,000 130,000 296 8-04-2017 12:52 PM C I T Y 0 F S C H E R T Z PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JUNE 30TH, 2017 PUBLIC ENVIRONMENT EXPENDITURES -------------- 2016-2017 2014-2015 2015-2016 CURRENT Y-T-D ACTUAL ACTUAL BUDGET ACTUAL TREE MITIGATION Supplies Professional Services Fund Charges/Transfers Maintenance Services Operating Equipment Capital Outlay PAGE: ---------- )( -------- 2017-201B ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG TOTAL PUBLIC ENVIRONMENT 50,126 23,004 185,000 14,176 185,000 130,000 TOTAL EXPENDITURES 50,126 23,004 185,000 14,176 185,000 130,000 297 "'Al,"'HIS PAG"E INTENTION ALLY L.,EF"1-'B LANK 298 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. Revenue Fees Fund Transfers Miscellaneous Total Expenses Maintenance Services Total PROGRAM JUSTIFICATION AND ANALYSIS $127,288 $85,300 $72,500 0 0 81,400 1,515 3,025 3,100 $128,802 $88,325 $157,000 $119,564 $142,000 $157,000 $119,564 $142,000 $157,000 Revenue: The revenue for FY 2017 -18 is expected to decrease 14.4% from 2016- 17 year end estimate with a conservative view on new tree mitigation feees from development. As a project based fund, revenues are built up and collected in reserves then spent once they have reached a level to fund new projects. Expenses: The FY 2017 -18 Budget will increase 10.6% from the FY 2016 -17 year end estimate. The FY 2017 -18 Budget includes shade trees for the Schertz Ball Field and E. Live Oak Road, and Tree Trimming phase 4 for Crescent Bend Park, Wendy Swan Memorial Park, the North Community Center, Hilltop Park, and Palm Park. 299 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Fees Fund Transfers Miscellaneous Total Expenses Maintenance Services Total PROGRAM JUSTIFICATION AND ANALYSIS $127,288 $85,300 $72,500 0 0 81,400 1,515 3,025 3,100 $128,802 $88,325 $157,000 $119,564 $142,000 $157,000 $119,564 $142,000 $157,000 Revenue: The revenue for FY 2017 -18 is expected to decrease 14.4% from 2016- 17 year end estimate with a conservative view on new tree mitigation feees from development. As a project based fund, revenues are built up and collected in reserves then spent once they have reached a level to fund new projects. Expenses: The FY 2017 -18 Budget will increase 10.6% from the FY 2016 -17 year end estimate. The FY 2017 -18 Budget includes shade trees for the Schertz Ball Field and E. Live Oak Road, and Tree Trimming phase 4 for Crescent Bend Park, Wendy Swan Memorial Park, the North Community Center, Hilltop Park, and Palm Park. 299 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 319 -TREE MITIGATION AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY i----- --- ------ 2016 -2017 --------------- )(-------- 2017-2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG REVENUE SUMMARY Fees 191,488 127,288 85,300 60,665 85,300 72,500 Fund Transfers 0 0 54,950 0 0 81,400 Miscellaneous 440 1,515 1,750 2,019 3,025 3,100 TOTAL REVENUES 191,927 128,802 142,000 62,684 88,325 157,000 EXPENDITURE SUMMARY PUBLIC ENVIRONMENT TREE MITIGATION 219,984 119,564 142,000 85,901 142,000 157,000 TOTAL PUBLIC ENVIRONMENT 219,984 119,564 142,000 85,901 142,000 157,000 TOTAL EXPENDITURES 219,984 119,564 142,000 85,901 142,000 157,000 REVENUE OVER /(UNDER) EXPENDITURES i 28,057) 9,238 0 t 23,217) ( 53,675) 0 300 B -04 -2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 319 -TREE MITIGATION AS OF: ,TUNE 30TH, 2017 REVENUES Fees 000 - 458900 Tree Mitigation TOTAL Fees Fund Transfers 000- 481000 Transfer In- Reserves TOTAL Fund Transfers Miscellaneous 000- 491000 Interest Earned 000 - 491200 Investment Income TOTAL Miscellaneous TOTAL REVENUES (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL ---------- )(-------- 2017-2018 ---- PROJECTED CITY ADMIN. ADOPT YEAR END RECO1,1 ENDED BUDG 191,488 127,288 85,300 60,665 85,300 72,500 191,488 127,288 85,300 60,665 85,300 72,500 0 0 54,950 0 0 81,400 0 0 54,950 0 0 81,400 134 26 250 11 25 100 306 1,489 1,500 2,008 3,000 3,000 440 1,515 1,750 2,019 3,025 3,100 191,927 128,802 142,000 62,684 8B,325 157,000 301 B-04-2017 12:53 PM C I T Y 0 F S C H E R T Z PAGE: 85,901 PROPOSED BUDGET WORKSHEET Supplies 319-TREE MITIGATION AS OF: JUNE 30TH, 2017 85,901 PUBLIC ENVIRONMENT 157,000 Professional Services EXPENDITURES -------------- 2016-2017 --------------- ) {- - - - - -- 2017-2018 -- -- - 2014-2015 2015-2016 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG TREE MITIGATION 219,984 119,564 142,000 85,901 142,000 157,000 Supplies 219,984 119,564 142,000 85,901 142,000 157,000 Professional Services Fund Charges/Transfers Maintenance Services 302-551110 Trees 219,984 119,564 106,000 51,843 102,000 127,000 302-551710 Landscaping 0 0 36,000 34,059 40,000 30,000 TOTAL Maintenance Services 219,984 119,564 142,000 85,901 142,000 157,000 Operating Equipment Capital Outlay TOTAL TREE MITIGATION 219,984 119,564 142,000 85,901 142,000 157,000 TOTAL PUBLIC ENVIRONMENT 219,984 119,564 142,000 85,901 142,000 157,000 TOTAL EXPENDITURES 219,984 119,564 142,000 85,901 142,000 157,000 302 a • • 11111111,11111111110 A W a OMM.11"K: Is] •• • • 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. Revenue Fees Fund Transfers Miscellaneous Total Expenses Supplies City Support Services Operating Equipment Total $21,846 $21,000 $22,000 0 0 0 630 260 700 $22,476 $21,260 $22,700 $83 2015-16 2016-17 2017-18 Budget � Actual � Estimate � Budget Revenue Fees Fund Transfers Miscellaneous Total Expenses Supplies City Support Services Operating Equipment Total $21,846 $21,000 $22,000 0 0 0 630 260 700 $22,476 $21,260 $22,700 $83 $500 $500 7,790 10,000 12,000 17,645 11,500 10,000 $25,519 $22,000 $22,500 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2017-18 is expected to increase 6.8% from the FY 2016-17 year end estimate with the anticipation of increase book sales. Expenses: The Library Fund's FY 2017-18 Budget increased 2.3% from the FY 2016-17 year end estimates for additional program support. 303 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 609 - LIBRARY BOARD AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY _. _.. Fees Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL TOTAL GENERAL GOVERNMENT TOTAL EXPENDITURES REVENUE OVER /(UNDER) EXPENDITURES (- --- ----- - ----- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL ---------- )(-------- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG 22,064 21,846 22,000 15,519 21,000 22,000 1,899 630 1,060 397 260 700 23,962 22,476 23,060 15,916 21,260 22,700 25,710 25,519 22,000 15,677 22,000 22,500 25,710 25,519 22,000 15,677 22,000 22,500 25,710 25,519 22,000 15,677 22,000 22,500 ( 1,748) ( 3,042) 1,060 239 ( 740) 200 304 B -04 -2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 609 - LIBRARY BOARD AS OF: JUNE 30TH, 2017 REVENUES (-------- - - - - -- 2016 -2017 --------------- T( -- - -- - -- 2017 -2018 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Fees 000 - 458100 Sale of Merchandise 22,064 21,846 22,000 15,519 21,000 22,000 TOTAL Fees 22,064 21,846 22,000 15,519 21,000 22,000 Fund Transfers Miscellaneous 000- 491000 Interest Earned 16 12 10 6 10 0 000 - 491200 Investment Income 59 229 50 287 150 200 000 - 493000 Donations 1,824 390 1,000 100 100 500 000 - 497000 Misc. Income - Library 0 0 0 5 0 0 TOTAL Miscellaneous 1,899 630 1,060 397 260 700 TOTAL REVENUES 23,962 22,476 23,060 15,916 21,260 22,700 305 B-04-2017 12:53 PM 609 - LIBRARY BOARD GENERAL GOVERNMENT EXPENDITURES NON DEPARTMENTAL Supplies 101 - 521000 Operating Supplies TOTAL Supplies City Support Services 101 - 532800 Special Events TOTAL City Support Services City Assistance Operating Equipment C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ---- ------ )(-- --- - -- 2017 -2018 - --- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG .: 584 83 500 157 500 500 584 83 500 157 500 500 6,119 7,790 10,000 5,320 10,000 12,000 6,119 7,790 10,000 5,320 10,000 12,000 101 - 571000 Furniture & Fixtures 141 0 500 0 500 0 101- 571400 Library Materials 8,555 17,681 8,600 7,800 8,600 10,000 101- 571500 Improvement Under $5,000 10,312 ( 36) 2,400 2,400 2,400 0 TOTAL Operating Equipment 19,007 17,545 11,500 10,200 11,500 10,000 Capital Outlay TOTAL NON DEPARTMENTAL 25,710 25,519 22,000 15,677 22,000 22,500 TOTAL GENERAL GOVERNMENT 25,710 25,519 22,000 15,677 22,000 22,500 TOTAL EXPENDITURES 25,710 25,519 22,000 15,677 22,000 22,500 306 FUND: 615 HISTORICAL COMMITTEE MISSION STATEMENT To gather, preserve, and make available to the public historical information regarding people, places, and events that have contributed to the development of the City of Schertz. 01 :412 ffou 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. Revenue Fees $1,675 $600 $1,000 Fund Transfers 3,836 10,750 10,750 Total $5,511 $11,350 $11,750 Expenses Supplies 2015 -16 2016 -17 2017 -18 Budget Actual Estimate Budget Revenue Fees $1,675 $600 $1,000 Fund Transfers 3,836 10,750 10,750 Total $5,511 $11,350 $11,750 Expenses Supplies $2,515 $1,500 $1,500 Operations Support 49 500 500 Staff Support 183 5,150 5,150 Professional Services 1,090 1,600 1,600 Operating Equipment 0 3,000 3,000 Total $3,836 $11,750 $11,750 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2016 -17 is expected to increase 3.5% from the FY 2016 -17 year end estimate for additional book sales. Expenses: The Historical Committee's FY 2017 -18 Budget will remain the same from the FY 2016 -17 year end estimate. 307 B -04 -2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 615- HISTORICAL COMMITTEE AS OF: JUNE 30TH, 2017 FINANCIAL SUMMARY REVENUE SUMMARY Fees Fund Transfers Miscellaneous TOTAL REVENUES EXPENDITURE SUMMARY CULTURAL HISTORICAL COMMITTEE TOTAL CULTURAL TOTAL EXPENDITURES REVENUE OVER/(UNDER) EXPENDITURES (-------- - - - - -- 2016 -2017 --------------- )(-------- 2017 -2016 -- -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMt4ENDED BUDG 1,173 1,675 9,285 3,836 0 0 10,458 5,511 1,000 390 600 1,000 10,750 0 10,750 10,750 0 0 0 0 11,750 390 11,350 11,750 10,020 3,836 11,750 1,296 11,750 11,750 10,020 3,836 11,750 1,296 11,750 11,750 10,020 3,836 11,750 1,296 11,750 11,750 436 1,675 0 ( 906) ( 400) 0 308 B-04-2017 12:53 PM C I T Y O F S C H E R T Z PAGE: PROPOSED BUDGET WORKSHEET 615 - HISTORICAL COMMITTEE AS OF: JUNE 30TH, 2017 REVENUES �--- -- --------- 2016 -2017 --------------- )(-------- 2017-2018 - - -- 2014 -2015 2015 -2016 CURRENT Y -T -D PROJECTED CITY ADMIN. ADOPT ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDG Fees 000- 458100 Sale of Merchandise 1,173 1,675 1,000 390 600 1,000 TOTAL Fees 1,173 1,675 1,000 390 600 1,000 Fund Transfers 000 - 486106 Transfer In- Special Events 9,285 3,836 10,750 0 10,750 10,750 TOTAL Fund Transfers 9,285 3,836 10,750 0 10,750 10,750 Miscellaneous 000 - 497000 Misc. Income 0 0 0 0 0 0 TOTAL Miscellaneous 0 0 0 0 0 0 TOTAL REVENUES 10,458 5,511 11,750 390 11,350 11,750 309 8 -04 -2017 12:53 PM 615- HISTORICAL COMMITTEE CULTURAL EXPENDITURES C I T Y O F S C H E R T Z PROPOSED BUDGET WORKSHEET AS OF: JUNE 30TH, 2017 (-------- - - - - -- 2016 -2017 2014 -2015 2015 -2016 CURRENT Y -T -D ACTUAL ACTUAL BUDGET ACTUAL PAGE: ----- - - - - -H -- - - - - -- 2017 -2018 - - -- PROJECTED CITY ADMIN. ADOPT YEAR END RECOMMENDED BUDG HISTORICAL COMMITTEE 10,020 3,836 11,750 1,296 11,750 11,750 Supplies 10,020 3,836 11,750 1,296 11,750 11,750 609 - 521000 Operating Supplies 8,054 2,515 1,500 156 1,500 1,500 TOTAL Supplies 8,054 2,515 1,500 156 1,500 1,500 Operations Support 609 - 534200 Printing & Binding 172 49 500 0 500 500 TOTAL Operations Support 172 49 500 0 500 500 Staff Support 609 - 535200 Awards 93 113 1,000 140 1,000 1,000 609 - 535300 Memberships 14 0 150 0 150 150 609 - 535500 Training /Travel 0 70 4,000 0 4,000 4,000 TOTAL Staff Support 107 183 5,150 140 5,150 5,150 Professional Services 609 - 541300 Other Consl /Pro£ Services 1,688 1,090 1,600 1,000 1,600 1,600 TOTAL Professional Services 1,688 1,090 1,600 1,000 1,600 1,600 Operating Equipment 609 - 571810 Event Banners 0 0 3,000 0 3,000 3,000 TOTAL Operating Equipment 0 0 3,000 0 3,000 3,000 TOTAL HISTORICAL COMMITTEE 10,020 3,836 11,750 1,296 11,750 11,750 TOTAL CULTURAL 10,020 3,836 11,750 1,296 11,750 11,750 TOTAL EXPENDITURES 10,020 3,836 11,750 1,296 11,750 11,750 310 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. 311 Glossary Capital Improvements Capital Outlay Cash Cash Basis Certificates of Obligation Expenditures for the construction, purchase, or renovation of City facilities or property. Purchase of property or equipment greater than $5,000 which will be added to the City's fixed assets. Currency on hand with the bank. An accounting method that recognizes revenues and expenses when cash enters or leaves the bank instead of when services are provided. Tax supported bonds similar ho general obligation bonds and can be issued after meeting strict publication requirements and council approval. Charter Adocument that establishes the city's governmental structure and provides distribution of powers and duties. |n order tobe 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 ao the legislative and policy-making bodof the City. CRM Client Resource Management -a type of software for tracking dutos, events, and clients. Debt Service Payments on debt made up of principle and interest following o set schedule. Delinquent Taxes Property taxes remaining unpaid after the due date. Delinquent taxes incur penalties and interest at rates specified bylaw. Department Afunotiuna| group of the City with related activities aimed at accomplishing a major City service or program. Depreciation |n accounting, this isononoesh expense that reduces the value ufa capital asset over its expected useful life. Effective Tax Rate The rate that would produce the same amount ofproperty taxes from the properties nn the previous year's tax rolls. Enterprise Fund See Proprietary Fund. Expenditure Any payment made by the City. 312 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. 313 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. 314 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. 315 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. 316