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FY 2020-21 Proposed Budgetv2The members of the governing body voted on the proposal to consider the budget as follows: FOR: Councilmember Davis, Councilmember Scott, Councilmember Larson Councilmember Dahle, Councilmember Heyward, Councilmember Brown AGAINST: Councilmember Scagliola PRESENT and not voting: N/A ABSENT:N/A Property Tax Rate Comparison 2020-21 2019-20 Property Tax Rate:$0.5121/100 $0.5146/100 No-new-revenue/Effective Rate:$0.5079/100 $0.5057/100 $0.3475/100 $0.3437/100 Voter-approval Rate:$0.5247/$100 N/A Rollback Tax Rate:N/A $0.5362/100 Debt Rate:$0.1650/100 $0.1650/100 Total debt obligation for the City of Schertz secured by property taxes: 75,077,338$ This budget will raise more total property taxes than last year's budget by $777,223 or 3.9% increase,and of that amount,$613,162 is tax revenue to be raised from new property added to the tax roll this year. City of Schertz Fiscal Year 2020-21 Budget Cover Page No-new-revenue/Effective Maintenance & Operations Tax Rate: CITY OF SCHERTZ, TEXAS PROPOSED ANNUAL BUDGET FISCAL YEAR 2020-21 OCTOBER 1, 2020 – SEPTEMBER 30, 2021 CITY COUNCIL RALPH GUTIERREZ Mayor MARK DAVIS Council Member, Place 1 ROSEMARY SCOTT Council Member, Place 2 SCOTT LARSON Council Member, Place 3 MICHAEL DAHLE Council Member, Place 4 DAVID SCAGLIOLA Council Member, Place 5 ALLISON HEYWARD Council Member, Place 6 TIM BROWN Council Member, Place 7 PREPARED BY MARK BROWNE, CITY MANAGER BRIAN C. JAMES, ASSISTANT CITY MANAGER CHARLSE KELM, ASSISTANT CITY MANAGER SARAH GONZALEZ, ASSISTANT TO THE CITY MANAGER JAMES P. WALTERS, FINANCE DIRECTOR BABETT MARTIN, ASSISTANT FINANCE DIRECTOR MAYA LEDOUX, FINANCIAL ANALYST City of Schertz Our Vision Community. Service. Opportunity. Our Mission Leading, improving, and serving a livable, sustainable and financially sound community City Policy Values 1. Safe Community 2. Essential Services 3. High Quality of Life 4. Attractive Community 5. Economic Prosperity 6. Fiscally Sustainable City Operational Values 1. Systems Management 2. Engaged Workforce 3. Innovative 4. Proactive 5. Service Oriented City Core Value 1. Do the right thing 2. Do the best you can 3. Treat others the way you want to be treated 4. Work cooperatively as a tea CITY OF SCHERTZ 2020-21 BUDGET Table of Contents Executive Summary 1 General Fund Summary 8 Revenues 10 City Council 15 City Manager 19 Municipal Court 23 311/Customer Relations 28 Planning & Zoning 31 Legal Services 38 City Secretary 41 Non-Departmental 46 Public Affairs 49 Engineering 56 Geographic Information Systems 62 Police 66 Fire Rescue 79 Inspections 85 Streets 91 Parks, Recreation, & Community Services 96 Pools 102 Event Facilities 106 Library 111 Animal Services 115 Information Technology 119 Human Resources 124 Finance 129 Purchasing & Asset Management 134 Fleet Services 139 Facility Services 145 Projects 151 City Assistance 152 Court Restricted Funds 154 Interest & Sinking Fund 157 Water & Sewer Summary 162 Business Office 166 Water & Sewer Administration 171 Capital Recovery - Water 181 Capital Recovery – Sewer 186 Drainage Summary 191 Revenues 195 Expenditures 196 Emergency Medical Services (EMS) Summary 200 Revenues 205 Expenditures 206 Schertz Economic Development Corporation Summary 209 Revenues 213 Expenditures 214 Special Revenue Funds Special Events 217 Public, Educational, and Government (PEG) Access Fund 220 Hotel/Motel Tax 224 Park Fund 228 Tree Mitigation 232 Library Fund 236 Historical Committee 240 Glossary 244 Executive Summary General Fund Revenue: General Fund revenue will increase 4.8% over FY 2019-20 year end estimates not including the transfer in from reserves. The largest contributor to this increase will be from property and sales taxes. The property taxes for FY 2019-20 are estimated to increase 4.3% and sales taxes are estimated to increase 5%. The sales tax growth trend follows the area development growth and the potential for new businesses. Miscellaneous Income is expected to decrease 25.4% in FY 2020-21 from the year end estimates due to an anticipated lower yield on investments. The investment income closely follows the Federal Funds Rate which is near zero which will decrease the investmen t income in the proposed budget year. Expenses: The overall FY 2020-21 General Fund Operating Budget increased 7.1% from FY 2019-20 year end estimates. This increase includes $386,000 for new positions and personnel programs for Police, Fire, and Planning & Zoning. The new personnel assignments will be based on an independent firm’s staffing recommendations after review of the practices and service levels of the City. Another notable item for the FY 2019-20 Budget is the implementation of the Classification & Compensation Study’s first year recommendation. This study by a 3rd party reviews market wages and makes recommendations for compensation adjustments for City staff. The first year recommended adjustment was effective on July 4th, 2020. The study also recommended annual Employment Cost Index (ECI) adjustments. The budget includes $211,000 for a 1% ECI for all employees effective October 1st. This budget also proposes $400,000 for a Comprehensive Land Use Plan and Unified Development Code update. These documents help the City plan for its continued growth. The Facilities Maintenance Budget will also increase by $55,000 for annual maintenance to help address the regular building maintenance required for the City facilities. The City will also pull $500,000 from its fund balance for additional capital projects. $200,000 for streets, $150,000 for parks and trails, $100,000 for drainage, and $50,000 for sidewalk improvements. City Council The Proposed FY 2019-20 Budget increases 15.2% from the FY 2019-20 year end estimates. The costs of the November 2020 election have been received from the counties and show an increase in cost under City Support Services. New tablets, phones, and monitors will be purchased in FY 2020-21 for councilmembers.. XXXXXXXX 1 of 249 EXECUTIVE SUMMARY City Manager The FY 2020-21 Budget increases 9.0% from the year end estimates due to a higher salary for the Economic Development Director, which is offset by the contract with the Economic Development Corporation. Municipal Court The FY 2020-21 Budget increased 11.1% from year end estimates due to personnel increases based on the classification and compensation study results. Judge and Prosecutor services also contribute to the increase with the expectation the court will be fully operational after COVID-19 in FY 2020-21. 311 Customer Service The FY 2020-21 Budget increases 5.3% from the year end estimates due to personnel increases with the classification and compensation study recommendation. Planning & Zoning The FY 2020-21 Budget increases $488,343 from the FY 2019-20 year end estimate with the addition of a Comprehensive Land Use Plan, Parks Master Plan, and Unified Development Code update for $400,000. To manage the long term planning for the City, an additional Senior Planner is to be hired for $88,000. Legal Services The FY 2020-21 Budget increases 3.4% from the FY 2019-20 year end estimate with the anticipated billable hours for legal services in FY 2020-21. City Secretary The FY 2020-21 Budget increases 1.0% from the FY 2019-20 year end estimate for furniture purchases. Non-Departmental The FY 2020-21 Budget decreases 4.1% from the FY 2019-20 year end estimate with the expiration of the Amazon.com and Capital Group tax abatements. Public Affairs The FY 2020-21 Budget increases 7.3% from the FY 2019-20 year end estimate due to a citizen satisfaction survey that is done every other year. Personnel also increases with the classification and compensation study recommendation. Engineering The FY 2020-21 Budget increases 27.8% from the year end estimate due to personnel changes. FY 2020-21 will have a full year funding of the new engineer position approved in FY 2019-20, funding of the promotion of the Project Manager to an Engineer, and include pay adjustments from the classification and compensation study recommendation. GIS This budget has been combined with Information Technology (IT). Police The FY 2020-21 Budget increases 6.2% from the FY 2019-20 year end estimate for XXXXXXXX 2 of 249 EXECUTIVE SUMMARY additional personnel expenditures. These personnel increases include a new Student Resource Officer and a new Captain position for the Police Department. Other personnel increases include a pay increase as recommended by the classificatio n and compensation study. The FY 2020-21 Budget will also include additional vehicle fuel and training in anticipation of more officer positions being filled. Fire Rescue The FY 2020-21 Budget will increase 6.2% from the FY 2019-20 year end estimate from higher personnel costs to hire a new Emergency Management Coordinator to oversee the Emergency Operations Center during events, coordinate the update of emergency plans, and apply for applicable grants. Capital Outlay will increase to begin replacing handheld radios over 3 years. Inspections The FY 2020-21 Budget increases 5.4% from the FY 2019-20 year end estimate with the implementation of the classification and compensation recommendation. Streets The FY 2020-21 Budget will decrease 11.6% from the FY 2019-20 year end estimate. Increases in personnel expenditures related to the classification and compensation study implementation is offset with fewer capital purchases planned in FY 2020-21. Parks The FY 2020-21 Budget will increase 1.9% from the FY 2019-20 year end estimate with the classification and compensation study recommendation which is partially offset with less maintenance with the completion of the Senior Center Parking lot renovation. Pools The FY 2020-21 Budget will increase 17.6% from the FY 2019-20 year end estimate in anticipation of opening both pools in summer of 2021. Event Facilities The FY 2020-21 Budget will increase 10.7% from the FY 2019-20 year end estimate due to full staffing and the purchase of replacement equipment. Library The FY 2020-21 Budget increases 1.5% from the FY 2019-20 year end estimate with no changes in operations. Animal Services This budget was combined into the Police Department Budget. Information Technology The Information Technology FY 2020-21 Budget increases 11.7% from the FY 2019-20 year end estimates. Primary costs changes include increases in annual software support costs, plus the addition of annual costs for new services such as ADP, the new text archiving service, services added to allow work-from-home options for staff, etc. Due to COVID-19, equipment purchases and regular desktop replacements in Operating Equipment did not happen and will be increased in FY 2020 -21. In addition, all cell phone expenses are now consolidated into the IT budget and removed from various departments except for charges related to enterprise funds in order to improve XXXXXXXX 3 of 249 EXECUTIVE SUMMARY transparency. Cost reductions implemented for FY 2020-21 include decreases in training, hardware purchases, consulting and maintenance expenses. Human Resources The FY 2020-21 Budget will increase 9.1% from the FY 2019-20 year end estimate. FY 2019-20 had additional savings related to COVID-19 as training and staff events did not happen. The increase represents returning to normal operations. Finance The FY 2020-21 Budget will increase 5.3% from the FY 2019-20 year end estimate due to additional compensation awarded from the classification and compensation study. Purchasing & Asset Management The FY 2020-21 Budget will increase 5.0% from the FY 2019 -20 year end estimate due to personnel increase related to the classification and compensation study recommendation. Fleet Services The FY 2020-21 Budget will increase 8.0% from the FY 2019 -20 year end estimate due to personnel expenditures. The increase comes from the anticipation of being fully staffed including hiring of an Assistant Public Works Director and from increases related to the classification and compensation study recommendation. Facility Services The FY 2020-21 Budget increases 2.7% from the FY 2019-20 year end estimates due personnel expenditures related to the classification and compensation study recommendation. City Assistance The FY 2020-21 Budget will decrease 0.8% from the FY 2019-20 year end estimate with no change in operations. Court Restricted Funds The FY 2020-21 Budget will increase $3,227 from the FY 2019-20 to match the increase in court technology fee projections. Interest & Sinking Fund Revenues: Revenues for FY 2020-21 increase 3.4% from the FY 2019-20 estimate with higher property values. Expenses: The FY 2020-21 Budget will increase 1.0% from the FY 2019-20 year end estimate following the debt service schedule. Water & Sewer Fund Revenue: Revenues for FY 2020-21 are expected to decrease 6.1% from the FY 2019- 20 year end estimate with lower water and sewer fees after COVID-19. Expenses: The FY 2020-21 Budget decreases 14.9% from the FY 2019-20 year end estimates due to fewer projects being funded which offset increases in the W&S Administration. XXXXXXXX 4 of 249 EXECUTIVE SUMMARY Utility Billing The FY 2020-21 Budget decreases 6.4% from the FY 2019-20 year end estimate. Personnel increases from the classification and compensation study recommendation are offset by no capital outlay purchases and no software upgrades for FY 2020-21. Administration The FY 2020-21 Budget will increase 2.6% from the FY 2019-20 year end estimate for increased sewer treatment costs from the new winter average. Additional increases include personnel expenditures related to being fully staffed and for the classification and compensation study recommendation. Capital Recovery Fund – Water Projects for FY 2020-21 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the 1 million gallon elevated tank at Corbett which was funded in FY 2018-19 Capital Recovery Fund - Sewer Projects for FY 2020-21 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 fac ility being added to the area. Drainage Fund Revenue: The FY 2020-21 revenue from drainage fees is expected to increase 17.6% with a transfer from reserves to purchase replacement capital equipment. Expenses: The FY 2020-21 Budget will increase 16.5% from the FY 2019-20 year end estimate to purchase additional capital equipment and provide additional mowing that will no longer be covered by the state. EMS Fund Revenue: Revenues for FY 2020-21 are expected to increase 4.7% from FY 2019-20 year end estimates for additional transports and an increase on the inter -jurisdictional contracts. Expenses: The FY 2020-21 Budget will increase 4.1% from the FY 2019-20 year end estimate. Additional personnel expenditures for new staff are offset by additional revenue brought in by the calls those staff will be on. Schertz Economic Development Corporation (SEDC) Revenues: The SEDC receives one-half of one percent of all sales and use tax generated within the City of Schertz. The revenue for FY 2020-21 is projected to increase by 0.3% from the FY 2019-20 year-end estimate. The increase reflects a 5% increase in sales tax revenue which is offset by lower investment returns. The SEDC will also transfer $3,496,428 from its reserves for performance agreement payments expected in FY 2020-21. XXXXXXXX 5 of 249 EXECUTIVE SUMMARY Expenses: The SEDC funds are restricted to those expenses authorized by the Texas Local Government Code sections 501 and 505. The expenses for FY 2020 -21 are projected to increase by 19% for additional personnel costs, grant awards and software purchases. Special Events Fund Revenue: The revenue for FY 2020-21 is expected to decrease 6.0% from FY 2019- 20 year end estimates in anticipation of a lower turnout at events. Expenses: The Special Events Fund FY 2020-21 Budget decrease 0.2% from the FY 2019-20 year end estimates with no change in operations. Public, Educational, and Governmental Access (PEG) Fund Revenue: Revenues for FY 2020-21 are expected to increase from $86,168 to $185,500 from the FY 2019-20 year end estimates with a transfer from reserves to fund the master communication plan. Expenses: The PEG Fund FY 2020-21 Budget increased from $3,259 to $185,500 from the FY 2019-20 year end estimates with the continued implementation of the communication master plan. Hotel Motel Tax Fund Revenue: Revenue for FY 2020-21 is expected to decrease 1.8% from the FY 2019- 20 year end estimates due to lower investment returns. Expenses: The Hotel Motel Tax Fund FY 2020-21 Budget decrease 38.2% from FY 2019-20 year end estimates due to no planned improvements to the Civic Center. Park Fund Revenue: The revenue for FY 2020-21 is expected to decrease 12.1% from the FY 2019-20 year end estimates from new development. Expenses: The FY 2020-21 Budget decrease 29.4% from the FY 2019-20 year end estimate with fewer planned parks improvements. Tree Mitigation Revenue: The revenue for FY 2020-21 is expected to increase by 4.8% from 2019- 20 year end estimate with fewer additional new development projects. Expenses: The FY 2020-21 Budget will increase by 16.7% from the FY 2019-20 year end estimate for additional tree trimming and planting shade trees throughout the city. Library Fund XXXXXXXX 6 of 249 EXECUTIVE SUMMARY Revenues: Revenue for FY 2020-21 is expected to decrease 6.0% from the FY 2019- 20 year end estimate with less book sales. Expenses: The Library Fund’s FY 2020-21 Budget increase 0.2% from the FY 2019- 20 year end estimates with no expected changes in operations. Historical Committee Revenues: Revenue for FY 2020-21 is expected to decrease 6.0% from the FY 2019- 20 year end estimate with less book sales. Expenses: The Library Fund’s FY 2020-21 Budget increase 0.2% from the FY 2019- 20 year end estimates with no expected changes in operations. XXXXXXXX 7 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 20,507,460 22,193,926 23,448,050 21,979,743 23,749,050 25,198,550 ____________ Franchises 2,308,335 2,270,107 2,184,000 1,831,814 2,305,000 2,334,000 ____________ Permits 2,244,153 1,539,511 1,742,250 1,515,561 1,760,793 1,767,250 ____________ Licenses 73,381 65,787 56,860 46,945 57,117 56,860 ____________ Fees 2,587,847 2,459,972 2,390,134 1,915,374 2,144,597 2,338,234 ____________ Fines & Forfeitures 20,902 14,583 12,000 6,384 10,000 11,000 ____________ Inter-Jurisdictional 887,256 926,570 977,436 986,561 988,143 1,066,925 ____________ Fund Transfers 2,989,901 2,697,683 8,124,257 2,330,225 2,878,317 4,069,892 ____________ Miscellaneous 918,108 1,252,501 907,250 883,985 847,586 632,100 ____________ TOTAL REVENUES 32,537,343 33,420,639 39,842,237 31,496,591 34,740,603 37,474,811 EXPENDITURE SUMMARY NON PROGRAM ___________ ___________ ___________ ___________ ___________ ____________ ____________ GENERAL GOVERNMENT CITY COUNCIL 79,763 92,341 129,542 101,689 116,704 134,488 ____________ CITY MANAGER 1,256,251 1,086,888 1,194,870 1,053,429 1,171,009 1,276,356 ____________ MUNICIPAL COURT 368,540 347,078 340,383 293,812 331,054 367,740 ____________ CUSTOMER RELATIONS-311 121,141 117,254 107,747 99,590 108,135 113,869 ____________ PLANNING & ZONING 220,761 227,535 253,322 163,266 207,806 696,149 ____________ LEGAL SERVICES 129,958 135,598 150,000 62,600 145,000 150,000 ____________ CITY SECRETARY 200,851 207,930 201,461 187,764 213,942 208,840 ____________ NONDEPARTMENTAL 2,424,967 2,171,669 3,058,375 2,563,386 2,729,808 2,616,733 ____________ PUBLIC AFFAIRS 301,935 609,184 596,624 514,178 585,745 628,421 ____________ RECORDS MANAGEMENT 62,624 0 0 0 0 0 ____________ SCHERTZ TALES MAGAZINE 370,241 ( 350) 0 0 0 0 ____________ ENGINEERING 639,481 703,456 767,011 599,066 687,134 878,126 ____________ GIS 172,851 177,700 182,674 170,366 185,375 0 ____________ TOTAL GENERAL GOVERNMENT 6,349,363 5,876,284 6,982,009 5,809,143 6,481,711 7,070,722 PUBLIC SAFETY POLICE 7,238,194 8,077,388 9,079,000 7,856,307 8,687,438 10,172,678 ____________ FIRE RESCUE 4,806,193 5,287,798 5,563,624 5,086,913 5,789,056 6,150,356 ____________ INSPECTIONS 923,193 962,856 999,402 789,580 971,323 1,023,497 ____________ MARSHAL'S OFFICE 372,049 0 0 0 0 0 ____________ TOTAL PUBLIC SAFETY 13,339,628 14,328,041 15,642,026 13,732,800 15,447,817 17,346,531 XXXXXXXX 8 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PUBLIC ENVIRONMENT STREETS 1,230,206 1,301,880 1,883,260 1,343,593 1,772,801 1,567,620 ____________ TOTAL PUBLIC ENVIRONMENT 1,230,206 1,301,880 1,883,260 1,343,593 1,772,801 1,567,620 PARKS & RECREATION PARKS 1,059,505 1,483,637 1,620,028 1,159,378 1,557,535 1,586,590 ____________ SWIM POOL 578,573 567,606 569,878 434,871 484,658 569,878 ____________ EVENT FACILITIES 125,438 323,241 395,017 284,060 354,913 393,047 ____________ TOTAL PARKS & RECREATION 1,763,517 2,374,484 2,584,923 1,878,309 2,397,106 2,549,515 CULTURAL LIBRARY 945,948 999,857 1,025,736 922,987 1,047,241 1,062,442 ____________ TOTAL CULTURAL 945,948 999,857 1,025,736 922,987 1,047,241 1,062,442 HEALTH ANIMAL SERVICES 529,980 499,493 699,825 591,603 701,233 0 ____________ ENVIRONMENTAL HEALTH 199,779 0 0 0 0 0 ____________ TOTAL HEALTH 729,759 499,493 699,825 591,603 701,233 0 INTERNAL SERVICE INFORMATION TECHNOLOGY 1,838,909 2,218,800 2,470,537 1,615,196 2,175,490 2,637,316 ____________ HUMAN RESOURCES 506,860 658,495 704,174 586,661 657,592 717,584 ____________ FINANCE 565,676 595,797 608,893 569,301 619,004 651,798 ____________ PURCHASING & ASSET MGT 230,539 227,974 233,183 210,991 237,130 243,431 ____________ FLEET SERVICE 750,015 801,809 1,046,481 812,009 982,284 1,061,752 ____________ BUILDING MAINTENANCE 1,442,251 1,491,452 1,608,197 1,290,573 1,588,760 1,631,808 ____________ TOTAL INTERNAL SERVICE 5,334,250 5,994,326 6,671,465 5,084,730 6,260,260 6,943,689 MISC & PROJECTS PROJECTS 0 0 4,000,000 0 0 581,300 ____________ CITY'S ASSISTANCE 312,091 303,127 330,000 256,686 332,666 330,000 ____________ COURT-RESTRICTED FUNDS 6,500 2,607 22,992 624 19,765 22,992 ____________ TOTAL MISC & PROJECTS 318,591 305,733 4,352,992 257,310 352,431 934,292 ____________ TOTAL EXPENDITURES 30,011,261 31,680,098 39,842,237 29,620,475 34,460,599 37,474,811 REVENUE OVER/(UNDER) EXPENDITURES 2,526,081 1,740,541 0 1,876,116 280,003 0 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 9 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411100 Advalorem Tax-Current 11,849,652 13,471,714 14,060,000 14,025,894 14,055,000 14,554,500 ____________ 000-411110 Disable Veterans Assist Pymnt 0 201,117 300,000 0 0 500,000 ____________ 000-411200 Advalorem Tax-Delinquent 73,378 55,579 50,000 38,312 45,000 50,000 ____________ 000-411300 Advalorem Tax-P&I 85,694 70,356 50,000 69,406 80,000 50,000 ____________ 000-411500 Sales Tax Revenue-Gen Fund 8,455,341 8,334,642 8,944,000 7,775,992 9,489,000 9,964,000 ____________ 000-411600 Bingo Tax 11 24 50 28 50 50 ____________ 000-411700 Mixed Beverage Tax 43,384 60,494 44,000 70,111 80,000 80,000 ____________ TOTAL Taxes 20,507,460 22,193,926 23,448,050 21,979,743 23,749,050 25,198,550 Franchises 000-421200 Center Point/Entex Energy 80,245 92,448 90,000 82,100 90,000 95,000 ____________ 000-421220 City Public Service 975,967 943,529 1,020,000 776,627 1,020,000 1,020,000 ____________ 000-421240 Guadalupe Valley Elec Co-op 454,085 445,505 455,000 346,168 445,000 455,000 ____________ 000-421250 New Braunfels Utilities 71,119 66,591 78,000 56,103 78,000 78,000 ____________ 000-421300 Time Warner-State Franchise 305,571 310,384 180,000 221,099 320,000 250,000 ____________ 000-421460 AT&T Franchise Fee 137,206 129,614 75,000 144,255 66,000 150,000 ____________ 000-421480 Other Telecom Franchise - ROW 129,917 125,415 130,000 85,254 130,000 130,000 ____________ 000-421500 Solid Waste Franchise Fee 154,225 156,621 156,000 120,208 156,000 156,000 ____________ TOTAL Franchises 2,308,335 2,270,107 2,184,000 1,831,814 2,305,000 2,334,000 Permits 000-431100 Home Occupation Permit 490 525 500 525 650 500 ____________ 000-431205 Bldg Permit-Residential 688,249 528,025 550,000 540,830 550,000 550,000 ____________ 000-431210 Bldg Permit-Commercial 687,368 154,369 350,000 164,318 300,000 350,000 ____________ 000-431215 Bldg Permit-General 329,072 362,898 350,000 307,042 350,000 350,000 ____________ 000-431300 Mobile Home Permit 350 750 400 300 750 400 ____________ 000-431400 Signs Permit 5,458 9,231 5,600 4,313 5,550 5,600 ____________ 000-431500 Food Establishmnt Permit 60,950 62,460 63,000 64,770 66,000 63,000 ____________ 000-431600 Garage Sale Permit 2,135 0 0 0 0 0 ____________ 000-431700 Plumbing Permit 161,472 125,205 138,950 117,478 138,500 138,950 ____________ 000-431750 Electrical Permit 82,140 70,860 70,900 60,240 66,000 70,900 ____________ 000-431800 Mechanical Permit 76,940 65,740 68,300 61,860 69,500 68,300 ____________ 000-431900 Solicitor/Peddler Permit 2,620 6,500 2,300 1,626 6,500 2,300 ____________ 000-431950 Animal/Pet Permit 90 15 500 15 50 500 ____________ 000-432000 Cert of Occupancy Prmt 6,450 9,250 6,300 6,900 9,000 6,300 ____________ 000-432100 Security Alarm Permit 51,697 48,506 43,000 35,411 39,293 43,000 ____________ 000-432300 Grading/Clearing Permit 14,646 15,118 12,500 9,495 9,000 12,500 ____________ 000-432400 Development Permit 39,252 52,297 50,000 108,281 115,000 75,000 ____________ 000-435000 Fire Permit 33,025 27,763 30,000 32,158 35,000 30,000 ____________ 000-436010 Network Nodes 1,750 0 0 0 0 0 ____________ TOTAL Permits 2,244,153 1,539,511 1,742,250 1,515,561 1,760,793 1,767,250 Licenses 000-441000 Alcohol Beverage License 7,085 7,543 8,100 7,378 8,000 8,100 ____________ 000-441300 Mobile Home License 80 80 160 120 160 160 ____________ 000-442000 Contractors License 63,660 55,600 45,600 38,490 48,000 45,600 ____________ 000-444000 Pet License 2,556 2,564 3,000 957 957 3,000 ____________ TOTAL Licenses 73,381 65,787 56,860 46,945 57,117 56,860 XXXXXXXX 10 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-451000 Municipal Court Fines 642,041 689,543 664,160 581,851 629,238 664,160 ____________ 000-451100 Arrest Fee 24,743 26,448 25,680 19,776 21,518 25,680 ____________ 000-451110 Expunction Fee 0 30 160 100 200 160 ____________ 000-451200 Warrant Fees 75,203 72,813 73,560 62,422 70,469 73,560 ____________ 000-451210 Court-Claims & Judgements 0 ( 215) 0 0 0 0 ____________ 000-451220 Officer Jury Fee 0 0 0 91 200 400 ____________ 000-451310 Restitution Fee-Local 0 0 0 126 0 0 ____________ 000-451320 Civil Justice Fee-Court 0 0 0 0 250 500 ____________ 000-451340 Judicial Fee-City 3,315 3,516 3,432 1,486 2,151 3,432 ____________ 000-451400 Traffic Fine Costs TTL 11,712 12,521 12,168 9,118 9,699 12,168 ____________ 000-451510 Juvenile Case Mgmt Fee 27,696 29,338 28,668 12,401 17,930 28,668 ____________ 000-451520 Truancy Fees 4,889 5,448 5,352 12,140 12,500 5,352 ____________ 000-451530 Local Municipal Jury Fund 0 0 0 198 200 400 ____________ 000-451600 Technology Fund Fee 22,098 23,423 22,992 18,017 19,765 22,992 ____________ 000-451700 Security Fee 16,678 17,567 17,244 17,286 17,321 17,244 ____________ 000-451800 Time Payment Fee-City 4,986 4,968 4,968 3,818 4,514 4,968 ____________ 000-451850 State Fines 10% Service Fee 29,598 35,756 38,752 32,615 37,000 38,752 ____________ 000-451900 DPS Payment-Local 5,916 5,501 5,592 4,711 5,296 5,592 ____________ 000-452000 Child Safety Fee 6,798 9,743 10,356 5,449 6,000 10,356 ____________ 000-452100 Platting Fees 53,000 52,500 59,000 29,750 40,250 59,000 ____________ 000-452200 Site Plan Fee 36,000 31,500 36,000 7,500 20,000 36,000 ____________ 000-452300 Plan Check Fee 817,115 527,531 625,000 491,284 560,000 625,000 ____________ 000-452320 Tree Mitigation Admin Fee 17,369 5,280 15,000 10,707 15,000 15,000 ____________ 000-452400 BOA/Variance Fees 5,778 3,250 5,000 1,000 1,500 5,000 ____________ 000-452600 Specific Use/Zone Chng Fee 23,938 18,800 18,000 22,090 23,000 18,000 ____________ 000-452710 Zoning Ltr & Dev Rights 1,950 4,500 1,950 3,150 5,400 1,950 ____________ 000-453100 Reinspection Fees 169,225 226,667 170,000 184,051 198,000 190,000 ____________ 000-453110 Swim Pool Inspection Fee 2,620 1,430 2,500 2,970 2,900 2,500 ____________ 000-453200 Lot Abatement 1,615 2,508 5,000 8,552 10,000 5,000 ____________ 000-453211 Admin Fee-Inspections 24,600 11,100 18,600 10,800 12,000 18,600 ____________ 000-453310 Misc Inspection Fees 3,613 400 0 300 500 0 ____________ 000-453710 Foster Care 1,100 403 500 500 500 500 ____________ 000-454200 Pool Gate Admission Fee 23,053 24,312 24,000 12,339 12,000 24,000 ____________ 000-454300 Seasonal Pool Pass Fee 4,410 4,234 5,000 1,380 1,400 5,000 ____________ 000-456120 Senior Center Meal Fee 802 401 0 18,495 20,000 20,000 ____________ 000-456500 HAZ MAT Fees 0 1,041 5,000 0 5,000 5,000 ____________ 000-456600 Fire Re-inspection Fee 1,145 493 1,000 550 750 1,000 ____________ 000-458000 Sale of General Fixed Assets 19,252 0 20,000 0 0 20,000 ____________ 000-458100 Sale of Merchandise 0 2,111 0 360 3,000 0 ____________ 000-458110 Sale of Mdse - GovDeals 86,052 113,073 80,000 48,148 50,000 80,000 ____________ 000-458400 Civic Center Rental Fees 210,428 211,568 200,000 3,850 150,000 130,900 ____________ 000-458401 Capital Recovery Fee-Civic C 8,220 17,940 7,500 11,275 15,000 0 ____________ 000-458402 Civic Center Ancillary Fees 0 0 0 200 0 0 ____________ 000-458450 North Center Rental Fees 26,582 27,797 23,000 14,538 15,000 14,000 ____________ 000-458460 Senior Center Rental 4,600 8,101 7,000 3,650 7,000 7,000 ____________ 000-458500 Community Center Rental Fees 40,651 45,211 35,000 15,576 20,000 23,800 ____________ 000-458501 Community Center Service Fees 0 250 0 550 0 0 ____________ 000-458510 Grand Ballroom Rental Fees 0 27,219 0 104,868 0 0 ____________ XXXXXXXX 11 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-458520 Cut-Off Hall Rental Fees 0 5,644 0 10,568 0 0 ____________ 000-458530 Conference Hall Rental Fees 0 269 0 1,788 0 0 ____________ 000-458540 Bluebonnet Hall Rental Fees 0 20,250 0 22,201 0 0 ____________ 000-458550 Pavilion Rental Fees 20,380 20,672 20,000 4,080 15,000 20,000 ____________ 000-458560 Chamber of Comm Rent 7,800 7,800 7,500 7,800 7,800 7,500 ____________ 000-458570 Non-Resident SYSA League 13,080 19,170 10,000 8,590 10,000 10,000 ____________ 000-458580 HOA Meeting Rental Fees 0 450 0 1,125 0 0 ____________ 000-458581 Funeral Reception Rental Fees 0 225 0 600 0 0 ____________ 000-458582 Quality of Life Rental Fees 0 1,860 0 4,875 0 0 ____________ 000-458590 Cancellation Fees-Event Renta 0 250 0 6,345 0 0 ____________ 000-458650 NonResident User Fee-BVYA 9,670 10,710 10,000 6 5,000 10,000 ____________ 000-458660 BVYA Utility Reimbursement 21,919 13,490 15,000 0 0 15,000 ____________ 000-458670 SYSA Utility Reimbursement 5,465 4,883 7,500 4,494 5,000 7,500 ____________ 000-458675 Lions Futbol Utility Reimbrsm 8,860 17,064 10,000 16,098 17,000 10,000 ____________ 000-458685 Recreation Programs 0 0 0 0 0 1,000 ____________ 000-458685.Rec Prgrm-Kickball Leagues 0 0 0 24 ( 24) 2,600 ____________ 000-458700 Vehicle Impoundment 10,920 7,820 10,000 8,520 10,000 10,000 ____________ 000-459200 NSF Check Fee 25 100 100 125 200 100 ____________ 000-459300 Notary Fee 96 42 100 42 125 100 ____________ 000-459400 Maps,Copies,UDC & Misc Fees 35 30 0 5 45 0 ____________ 000-459600 Animal Adoption Fee 18,827 12,423 12,000 13,155 15,000 12,000 ____________ 000-459700 Pet Impoundment Fee 6,257 6,099 5,000 10,185 12,000 5,000 ____________ 000-459800 Police Reports Fee 5,723 4,702 5,800 4,714 5,000 5,800 ____________ TOTAL Fees 2,587,847 2,459,972 2,390,134 1,915,374 2,144,597 2,338,234 Fines & Forfeitures 000-463000 Library Fines 20,902 14,583 12,000 6,384 10,000 11,000 ____________ TOTAL Fines & Forfeitures 20,902 14,583 12,000 6,384 10,000 11,000 Inter-Jurisdictional 000-473100 Bexar Co - Fire 36,886 5,269 21,077 21,078 21,077 21,077 ____________ 000-473200 City of Seguin-Fire Contract 30,108 30,108 30,107 27,599 30,108 30,107 ____________ 000-473300 Guadalupe Co-Library 217,152 217,152 217,152 217,152 217,152 203,191 ____________ 000-473400 Randolph AFB-Animal Control 200 0 500 0 200 500 ____________ 000-474200 Library Services-Cibolo 35,002 35,000 40,000 40,030 40,000 40,000 ____________ 000-474210 Library Services-Selma 21,750 23,475 24,000 26,505 26,506 26,000 ____________ 000-474400 Dispatch Service-Cibolo 160,000 160,000 166,000 160,000 160,000 166,000 ____________ 000-474600 School Crossing Guard-Bexar C 43,763 41,418 36,000 35,894 36,000 36,000 ____________ 000-474610 School Cross Guard-Guadalupe 43,636 39,748 39,000 39,994 41,000 41,000 ____________ 000-474700 School Officer Funding 255,000 349,400 353,600 355,810 353,600 453,050 ____________ 000-474750 Crime Victim Liaison Agreemen 43,760 25,000 50,000 62,500 62,500 50,000 ____________ TOTAL Inter-Jurisdictional 887,256 926,570 977,436 986,561 988,143 1,066,925 Fund Transfers 000-480000 Indirect Costs-EMS 170,087 141,587 179,100 149,250 179,100 182,600 ____________ 000-480100 Indirect Costs-Hotel/Motel 67,605 67,582 74,428 62,023 74,428 72,464 ____________ 000-481000 Transfer In - Reserves 0 0 4,995,915 0 0 1,081,160 ____________ 000-482200 Transfer In-Vehicle Replace 0 0 250,025 0 0 0 ____________ 000-482300 Transfer In-Resrv Child Safet 0 0 60,000 0 60,000 0 ____________ 000-485000 Interfund Charges-Drainage-5% 271,430 295,157 243,114 202,593 243,114 285,506 ____________ XXXXXXXX 12 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-486000 Interfund Chrges-Admin W&S 1,344,140 1,365,998 1,404,372 1,154,167 1,404,372 1,450,827 ____________ 000-486202 Transfer In-Water&Sewer Fund 0 0 4,000 0 4,000 4,000 ____________ 000-486203 Transfer In-EMS 0 0 4,000 0 4,000 4,000 ____________ 000-486204 Transfer In-Drainage 0 0 1,000 0 1,000 1,000 ____________ 000-487000 Interfund Charges-Fleet 344,026 370,729 361,258 300,556 361,258 398,618 ____________ 000-488000 Interfund Charges-4B 441,395 456,630 461,045 461,636 461,045 503,717 ____________ 000-489000 Transfer In 86,219 0 86,000 0 86,000 86,000 ____________ 000-489620 Contribution-SEDC 265,000 0 0 0 0 0 ____________ TOTAL Fund Transfers 2,989,901 2,697,683 8,124,257 2,330,225 2,878,317 4,069,892 Miscellaneous 000-491000 Interest Earned 26,901 68,504 80,000 24,989 25,000 15,000 ____________ 000-491200 Investment Income 242,255 407,593 400,000 238,035 256,000 120,000 ____________ 000-491800 Gain/Loss ( 16,292) ( 9,867) 0 0 0 0 ____________ 000-491900 Unrealized Gain/Loss-CapOne ( 777) 22,386 0 28,369 0 0 ____________ 000-492500 Proceeds from Capital Lease 42,829 0 0 0 0 0 ____________ 000-493000 Donations-Others 20 50 0 100 100 0 ____________ 000-493120 Donations-Public Library 6,854 9,692 10,000 2,163 10,000 10,000 ____________ 000-493400 Donations-Animal Control 12,979 4,769 5,000 3,978 5,000 5,000 ____________ 000-493401 Donations-A/C Microchip 675 382 0 1,020 1,020 0 ____________ 000-493402 Donations-Spay&Neuter 87 0 0 0 0 0 ____________ 000-493460 Donations- Parks 11,356 11,718 10,000 500 1,000 10,000 ____________ 000-493465 Donations-Senior Center 11,472 11,494 10,000 5,918 10,000 10,000 ____________ 000-493502 Donations-PD 27,000 930 0 200 500 0 ____________ 000-493503 Donation-Fire Rescue 15,350 1,740 0 2,200 3,000 0 ____________ 000-493505 Donations-Police Events 0 0 3,000 0 0 0 ____________ 000-493618 Donation - Veteran's Memorial 0 390 0 1,350 750 0 ____________ 000-493700 July 4th Activities 0 0 26,000 235 0 26,000 ____________ 000-493701 Proceeds-Holidazzle 0 0 1,500 12,320 12,320 12,500 ____________ 000-493704 Moving on Main 0 0 3,000 100 0 4,000 ____________ 000-493706 Music, Movies in the Park 0 0 0 8,000 8,000 0 ____________ 000-494481 LawEnforcemtOfficersStnd&Educ 3,823 4,341 0 5,082 5,500 5,000 ____________ 000-494482 Grants-Police, Fire, Gen Fund 1,474 8,000 2,500 0 2,100 2,500 ____________ 000-495100 Mobile Stage Rental Fees 3,650 2,050 2,100 1,550 2,050 2,100 ____________ 000-497000 Misc Income-Gen Fund 27,727 93,439 25,000 218,298 100,000 40,000 ____________ 000-497005 Schertz Magazine Advertising 147,755 143,420 140,000 122,075 134,000 120,000 ____________ 000-497100 Misc Income-Police 11,240 14,743 9,000 7,435 12,712 9,000 ____________ 000-497106 Misc Income-Special Events 0 0 14,150 0 0 0 ____________ 000-497150 Misc Income-Fire Department 970 0 0 0 0 0 ____________ 000-497200 Misc Income-Library 5,331 4,930 4,500 2,236 4,300 4,500 ____________ 000-497210 Misc Income-Library Copier 19,558 21,843 18,000 9,568 10,000 18,000 ____________ 000-497300 Misc Income-Animal Control 299 325 0 224 225 0 ____________ 000-497400 Misc Income-Streets Dept 28,275 35,980 30,000 19,864 30,000 30,000 ____________ 000-497460 Misc Income-Parks 0 140 0 42 0 0 ____________ 000-497500 Misc Income-TML Ins. Claims 36,098 19,623 20,000 26,591 30,000 25,000 ____________ 000-497550 Misc Income-TML WC Reimbursmn 2,074 3,407 10,000 11,129 8,000 10,000 ____________ 000-497600 Misc Income-Vending Mach 2,365 2,824 2,500 1,063 2,500 2,500 ____________ 000-497610 Misc Income-Muni Court 2,036 154 0 0 0 0 ____________ 000-498000 Reimbursmnt-Gen Fund 8,355 0 20,000 15,443 25,000 20,000 ____________ 000-498105 Reimbursmt Police OT-DEA 17,213 17,830 18,000 27,865 35,000 18,000 ____________ XXXXXXXX 13 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-498110 Reimburmnt Fire-Emg Acti-OT 212,799 336,655 30,000 72,533 100,000 100,000 ____________ 000-498150 Reimbursement - Library 6,355 13,018 13,000 13,509 13,509 13,000 ____________ TOTAL Miscellaneous 918,108 1,252,501 907,250 883,985 847,586 632,100 ____________ TOTAL REVENUES 32,537,343 33,420,639 39,842,237 31,496,591 34,740,603 37,474,811 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 14 of 249 DEPARTMENT: 150 CITY COUNCIL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz City Council is made up of eight elected officials. City residents currently elect a Mayor and seven Council members at-large. Mayors Pro Tempore shall be appointed by a majority vote of the City Council following a properly made motion to appoint a member who is both: (a) Eligible to serve as Mayor Pro Tempore; (b) Is, at the time of the motion, a Councilmember in good standing. The Mayor and seven City Council members are paid a modest stipend. The Schertz City Council is the City's legislative body. It sets policies, approves budgets, determines tax rates and passes ordinances and resolutions to govern the City. Council also appoints citizen volunteers to approximately 10 City advisory boards, committees, and commissions; and appoints and supervises the performances of the City Manager, City Secretary, City Attorney, and Municipal Court Judges. ORGANIZATIONAL CHART PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload/Output Actual Estimate Budget Number of ordinances passed 48 32 40 Number of resolutions passed 172 165 160 Requests for Information 28 10 10 Citizens City Council XXXXXXXX 15 of 249 CITY COUNCIL Number of Council Meetings 47 36 40 Requests for Agenda Items 26 15 16 Council on the Go Meetings Council HOA Presidents Meeting 3 1 3 2 *2 *0 2018-19 2019-20 2020-21 Efficiency Actual Estimate Budget Meeting Attendance rate 96 93 95 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel $36,426 $38,654 $37,633 Supplies 645 650 750 City Support Services 24,677 44,500 59,205 Operations Support 178 300 300 Staff Support 22,615 27,600 28,600 Professional Services 7,800 5,000 6,000 Operating Equipment 0 0 2,000 Total $92,341 $116,704 $134,488 PROGRAM JUSTIFICATION AND ANALYSIS The Proposed FY 2019-20 Budget increases 15.2% from the FY 2019-20 year end estimates. The costs of the November 2020 election have been received from the counties and show an increase in cost under City Support Services. New tablets, phones, and monitors will be purchased in FY 20 20-21 for councilmembers. XXXXXXXX 16 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 10 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY COUNCIL ============ Personnel Services 150-511110 Regular 26,699 24,457 24,462 24,426 26,300 25,023 ____________ 150-511240 Allowances 6,195 9,293 9,711 8,903 9,600 9,936 ____________ 150-511310 FICA-Employer 2,516 2,676 2,614 2,549 2,754 2,674 ____________ TOTAL Personnel Services 35,410 36,426 36,787 35,878 38,654 37,633 Supplies 150-521000 Operating Supplies 63 158 400 312 400 500 ____________ 150-521100 Office Supplies 80 486 250 60 250 250 ____________ TOTAL Supplies 143 645 650 373 650 750 City Support Services 150-532350 Software Maintenance 0 0 4,500 4,500 4,500 4,500 ____________ 150-532600 City Elections 19,137 17,110 34,205 28,578 35,000 40,205 ____________ 150-532800 Special Events 1,441 7,567 14,500 6,702 5,000 14,500 ____________ TOTAL City Support Services 20,578 24,677 53,205 39,780 44,500 59,205 Utility Services 150-533330 Telephone/Internet 625 0 0 0 0 0 ____________ TOTAL Utility Services 625 0 0 0 0 0 Operations Support 150-534200 Printing & Binding 29 178 300 174 300 300 ____________ TOTAL Operations Support 29 178 300 174 300 300 Staff Support 150-535100 Uniforms 117 374 400 244 400 400 ____________ 150-535200 Awards 0 0 2,000 75 1,000 2,000 ____________ 150-535300 Memberships 11,808 11,777 13,000 12,028 13,000 13,000 ____________ 150-535400 Publications 0 0 200 57 200 200 ____________ 150-535500 Training/Travel 11,055 10,463 13,000 11,107 13,000 13,000 ____________ TOTAL Staff Support 22,979 22,615 28,600 23,510 27,600 28,600 Professional Services 150-541300 Other Consl/Prof Services 0 7,800 8,000 1,975 5,000 6,000 ____________ TOTAL Professional Services 0 7,800 8,000 1,975 5,000 6,000 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ XXXXXXXX 17 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 11 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 150-571300 Computer & Periphe. < $5,000 0 0 2,000 0 0 2,000 ____________ TOTAL Operating Equipment 0 0 2,000 0 0 2,000 ________________________________________________________________________________________________________________________________________ TOTAL CITY COUNCIL 79,763 92,341 129,542 101,689 116,704 134,488 XXXXXXXX 18 of 249 DEPARTMENT: 151 CITY MANAGER FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The City Manager and his department advise the Council on policy and operational planning issues. This department assures that policies adopted by the Council are carried out efficiently, fairly, and effectively. It oversees and manages the daily affairs of the City, assesses the long-term capital and service delivery needs of the City, and prepares and administers the annual operating and capital budget. The City Manager serves as a focal point for the management of City staff. GOALS AND OBJECTIVES • Develop strategic plans and systems to meet the many diverse needs of the community. • Respond effectively and timely to City Council requests. • Develop effective programs to enhance business development and growth . • Develop management systems for efficient and effective use of resources • Recruit, retain and develop talented staff. • Evaluate, integrate, and utilize prudent technology to efficiently deliver municipal services to the community. ORGANIZATIONAL CHART Mayor & City Council City Manager XXXXXXXX 19 of 249 CITY MANAGER CITY MANAGER 2018-19 2019-20 2020-21 City Manager 1 1 1 Assistant City Manager 2 2 2 Assistant to the City Manager 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 5 5 5 ECONOMIC DEVELOPMENT 2018-19 2019-20 2020-21 Executive Director 1 1 1 Business Retention Manager 1 1 1 Economic Development Analyst 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel $1,061,361 $1,148,271 $1,243,531 Supplies 1,892 2,000 2,000 City Support Services 4,338 6,000 6,000 Utility Services 414 0 0 Operations Support 0 50 50 Staff Support 17,512 14,688 24,775 Operating Equipment 1,370 0 0 Total $1,086,888 $1,171,009 $1,276,356 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 9.0% from the year end estimates due to a higher salary for the Economic Development Director, which is offset by the contract with the Economic Development Corporation. XXXXXXXX 20 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 12 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY MANAGER ============ Personnel Services 151-511110 Regular 909,699 793,330 856,019 780,717 855,074 908,859 ____________ 151-511120 Overtime 0 0 485 1,060 1,050 240 ____________ 151-511180 LTD 2,349 2,301 2,654 555 555 2,817 ____________ 151-511210 Longevity 7,456 8,115 6,896 6,332 6,332 7,267 ____________ 151-511220 Clothing Allowance 312 96 0 0 0 0 ____________ 151-511230 Certification Allowance 2,880 886 0 0 0 0 ____________ 151-511240 Allowances 9,692 7,200 6,984 6,646 7,200 6,912 ____________ 151-511310 FICA - Employer 61,081 59,465 66,034 55,548 61,315 70,080 ____________ 151-511350 TMRS-Employer 151,653 131,159 139,054 116,467 135,072 150,608 ____________ 151-511355 ICMA Contributions - Employer 10,000 0 0 0 0 0 ____________ 151-511410 Health-Employer 75,106 57,761 82,830 73,235 80,722 95,580 ____________ 151-511500 Workers' Compensation 900 1,048 1,089 951 951 1,168 ____________ TOTAL Personnel Services 1,231,129 1,061,361 1,162,045 1,041,511 1,148,271 1,243,531 Supplies 151-521100 Office Supplies 448 1,892 2,000 1,370 2,000 2,000 ____________ 151-521300 Motor Veh. Supplies 9 0 0 0 0 0 ____________ TOTAL Supplies 457 1,892 2,000 1,370 2,000 2,000 City Support Services 151-532800 Special Events 8,154 4,338 6,000 3,809 6,000 6,000 ____________ TOTAL City Support Services 8,154 4,338 6,000 3,809 6,000 6,000 Utility Services 151-533500 Vehicle Fuel 1,635 414 0 0 0 0 ____________ TOTAL Utility Services 1,635 414 0 0 0 0 Operations Support 151-534200 Printing & Binding 0 0 50 0 50 50 ____________ TOTAL Operations Support 0 0 50 0 50 50 Staff Support 151-535100 Uniforms 278 748 775 0 775 775 ____________ 151-535200 Employee Recognition 1,865 917 5,000 1,147 1,800 5,000 ____________ 151-535300 Memberships 1,231 4,131 4,000 2,336 4,113 4,000 ____________ 151-535400 Publications 781 383 515 393 500 500 ____________ 151-535500 Training/Travel 6,518 8,795 11,485 2,321 5,000 11,500 ____________ 151-535510 Meeting Expenses 2,757 2,538 3,000 541 2,500 3,000 ____________ TOTAL Staff Support 13,429 17,512 24,775 6,738 14,688 24,775 XXXXXXXX 21 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 13 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 151-571000 Furniture & Fixtures 1,447 1,370 0 0 0 0 ____________ TOTAL Operating Equipment 1,447 1,370 0 0 0 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL CITY MANAGER 1,256,251 1,086,888 1,194,870 1,053,429 1,171,009 1,276,356 XXXXXXXX 22 of 249 DEPARTMENT: 152 MUNICIPAL COURT FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION Municipal Court represents the judicial branch of the City’s government; the Mayor and City Council serve as the executive and legislative branches. Municipal Court has jurisdiction over all Class C misdemeanors and City ordinances. The staff of Municipal Court has various functions and responsibilities. The judge presides over all trials (jury and non -jury) and other court proceedings such as arraignments and show cause hearings. The judge also has magistrate duties (signing arrest warrants and juvenile warnings as well as visiting arrested individuals at the jail). The judge issues processes such as subpoenas, summons, and warrants and completes other administrative duties for the court functions and staff. The court clerks are the administrative arm of the Municipal Court. The clerks are responsible for seeing that all of the court’s papers are accurate, orderly, and complete. The clerk’s primary responsibilities include processing citations, summons, complaints, warrants, past due letters, and show cause hearing letters. The clerks maintain the court’s docket and coordinate case scheduling. The clerks directly interact with the public, providing all services needed including explaining to defendants the court procedures and their options. Clerks also receive payments, summon potential jurors, and ensure juror payment. Assist the judge with open records requirements, report convictions, Drivers Safety Course and alcohol violations to the Texas Department of Public Safety, assist the Marshal Officer’s with warrants, and complete all required accounting reports. The prosecutor’s duties include preparing and presenting the State’s case at all municipal court trials, preparing and drafting complaints, arranging for the appearance of State’s witnesses and requesting dismissal of cases under the appropriate circumstances. GOALS AND OBJECTIVES • Promote respect for the administration of justice th rough improvements in the Court's customer service and the physical attributes of the Municipal Court building. • Implement the use of new technology and other innovative practices to maintain efficient and security. XXXXXXXX 23 of 249 MUNICIPAL COURT • 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. ORGANIZATIONAL CHART MUNICIPAL COURT 2018-19 2019-20 2020-21 Court Administrator 1 1 1 Senior Deputy Court Clerk 1 1 1 Deputy Court Clerk 2 2 2 TOTAL POSITIONS 4 4 4 City Manager Executive Director Development Finance Billing Office Municipal Court XXXXXXXX 24 of 249 MUNICIPAL COURT PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload/Output Actual Estimate Budget Traffic Citations Filed 5,855 3,588 1,321 State Law Citations Filed 1,504 1,225 946 Municipal Ordinances Filed 142 290 400 2018-19 2019-20 2020-21 Efficiency Actual Estimate Budget Cases Disposed 7,285 5,300 2,767 Charges Processed per Clerk 2,428 1,766 922 2018-19 2019-20 2020-21 Effectiveness Actual Estimate Budget Cases Disposed per Clerk 33% 33% 33% 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel Services $280,788 $265,387 $282,900 Supplies 1,987 1,517 1,500 City Support Services 326 750 500 Operations Support 1,967 1,500 2,000 Staff Support 6,988 5,150 6,910 Court Support 450 500 1,080 Professional Services 52,773 54,300 69,850 Maintenance Services 1,800 1,950 3,000 Total $347,078 $331,054 $367,740 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increased 11.1% from year end estimates due to personnel increases based on the classification and compensation study results. Judge and Prosecutor services also contribute to the increase with the expectation the court will be fully operational after COVID-19 in FY 2020-21. XXXXXXXX 25 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 14 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ MUNICIPAL COURT =============== Personnel Services 152-511110 Regular 199,766 191,719 170,114 162,924 175,606 182,591 ____________ 152-511120 Overtime 0 0 0 165 160 192 ____________ 152-511180 LTD 645 571 527 139 139 566 ____________ 152-511210 Longevity 6,563 7,247 7,957 7,402 7,402 8,545 ____________ 152-511230 Certification Allowance 1,200 1,073 1,746 462 670 1,728 ____________ 152-511310 FICA - Employer 15,281 14,927 13,738 12,279 13,184 14,728 ____________ 152-511350 TMRS-Employer 33,488 32,439 28,697 25,049 28,047 31,446 ____________ 152-511410 Health-Employer 39,660 32,584 37,817 36,572 40,092 42,859 ____________ 152-511500 Workers' Compensation 228 226 227 87 87 245 ____________ TOTAL Personnel Services 296,831 280,788 260,823 245,078 265,387 282,900 Supplies 152-521100 Office Supplies 1,668 1,987 1,500 1,559 1,517 1,500 ____________ TOTAL Supplies 1,668 1,987 1,500 1,559 1,517 1,500 City Support Services 152-532800 Special Events 158 326 750 741 750 500 ____________ TOTAL City Support Services 158 326 750 741 750 500 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 152-534200 Printing & Binding 730 1,967 2,500 38 1,500 2,000 ____________ TOTAL Operations Support 730 1,967 2,500 38 1,500 2,000 Staff Support 152-535100 Uniforms 439 548 600 299 600 600 ____________ 152-535300 Memberships 520 750 810 545 550 810 ____________ 152-535400 Publications 473 390 500 0 500 500 ____________ 152-535500 Training/Travel 1,935 3,304 3,000 659 2,000 3,500 ____________ 152-535500.Training/Travel - Juv Case Mg 770 659 700 109 500 0 ____________ 152-535510 Meeting Expenses 1,329 1,338 1,500 957 1,000 1,500 ____________ TOTAL Staff Support 5,465 6,988 7,110 2,568 5,150 6,910 Court Support 152-536500 Court/Jury Cost 96 450 700 372 500 1,080 ____________ TOTAL Court Support 96 450 700 372 500 1,080 XXXXXXXX 26 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 15 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 152-541310 Judges Services 39,245 34,073 42,300 28,475 35,000 42,900 ____________ 152-541320 Prosecutor Services 22,200 18,700 21,000 13,331 19,000 26,250 ____________ 152-541330 Interpreter Services 197 0 700 0 300 700 ____________ TOTAL Professional Services 61,642 52,773 64,000 41,806 54,300 69,850 Maintenance Services 152-551800 Other Maintenance Agreements 1,950 1,800 3,000 1,650 1,950 3,000 ____________ TOTAL Maintenance Services 1,950 1,800 3,000 1,650 1,950 3,000 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL MUNICIPAL COURT 368,540 347,078 340,383 293,812 331,054 367,740 XXXXXXXX 27 of 249 DEPARTMENT: PUBLIC AFFAIRS DIVISION: 153 CUSTOMER RELATIONS/311 Fund: 101 General Fund DEPARTMENT DESCRIPTION Under the umbrella of Public Affairs, 311 Customer Care connects callers with specially trained customer service representatives ready to assist with City service requests -- potholes, stray animals, street lights out, trash collection, special events and all other City requests. This division is under the supervision of the Communications Manager. GOALS AND OBJECTIVES • To provide excellent customer service to all callers • To provide consistent and accurate information to all callers • To reduce or eliminate abandoned calls • To reduce or eliminate misrouted calls • To improve call tracking capabilities to better analyze callers need for service ORGANIZATIONAL CHART City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities XXXXXXXX 28 of 249 CUSTOMER RELATIONS/311 CUSTOMER RELATIONS/311 2018-19 2019-20 2020-21 Customer Relations/311 Rep 2 2 2 Customer Relations/311 Rep (PT) 1 1 1 TOTAL POSITIONS 3 3 3 PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload/Output Actual Estimate Budget Work Orders (initiated for other depts.) 604 600 600 Calls Received 53,351 55,000 54,000 Calls Not Answered 2,333 2,466 2,400 Average Calls Per Day Received 221 200 220 2019-20 2019-20 2020-21 Budget Actual Estimate Budget Personnel $116,692 $107,165 $113,239 Supplies 97 100 100 Staff Support 195 870 530 Operating Equipment 270 0 0 Total $117,254 $108,135 $113,869 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 5.3% from the year end estimates due to personnel increases with the classification and compensation study recommendation. XXXXXXXX 29 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 16 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CUSTOMER RELATIONS-311 ====================== Personnel Services 153-511110 Regular 86,753 84,268 76,906 73,125 79,132 81,131 ____________ 153-511120 Overtime 22 237 243 127 130 224 ____________ 153-511180 LTD 222 205 191 47 47 197 ____________ 153-511210 Longevity 3,785 5,061 1,774 1,774 1,774 2,038 ____________ 153-511310 FICA - Employer 6,882 7,010 6,033 5,671 6,117 6,373 ____________ 153-511350 TMRS-Employer 14,615 14,526 12,603 10,991 12,346 13,594 ____________ 153-511410 Health-Employer 8,020 5,274 8,967 6,858 7,520 9,576 ____________ 153-511500 Workers' Compensation 97 113 100 99 99 106 ____________ TOTAL Personnel Services 120,394 116,692 106,817 98,690 107,165 113,239 Supplies 153-521100 Office Supplies 89 97 100 99 100 100 ____________ TOTAL Supplies 89 97 100 99 100 100 Staff Support 153-535100 Uniforms 103 195 196 196 220 180 ____________ 153-535500 Training/Travel 0 0 634 604 650 350 ____________ TOTAL Staff Support 103 195 830 800 870 530 Operating Equipment 153-571000 Furniture & Fixtures 555 270 0 0 0 0 ____________ TOTAL Operating Equipment 555 270 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CUSTOMER RELATIONS-311 121,141 117,254 107,747 99,590 108,135 113,869 XXXXXXXX 30 of 249 DEPARTMENT: PLANNING & COMMUNITY DEVELOPMENT DIVISION: 154 PLANNING & ZONING FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Planning & Zoning Division ensures planned and purposeful development within the City limits and the Extraterritorial Jurisdiction through an efficient, consistent, unbiased, and effective development review process to promote quality development. The Division provides direction to help citizens, businesses, and developers implement successful projects that will benefit the community. Division responsibilities include the review and processing of development projects, such as commercial site plans, plats, zone changes, specific use permits, and annexations; the research and development of long range plans and goals to guide the future of our City; and the creation of development codes to tailor our regulations around citizen needs and city goals. The Division frequently collaborates with other departments within the City, including Engineering, Fire, and Inspections, as well as other governmental agencies, in order to shape a suburban environment that prioritizes safety. The Division also provides guidance and staff recommendations to the City Council, Planning and Zoning Commission, Board of Adjustment, and the Capital Improvements Advisory Committee to help them best serve the residents of Schertz. GOALS AND OBJECTIVES • Implement new permitting/planning/Code Enforcement software to provide increased customer service, transparency, and efficiency on all development projects. • Continue to assist property owners, developers, and engineers through our development process through timely and thorough project review. • Review and update the Comprehensive Land Plan for the City, specifically in areas that are currently under delayed annexation development agreements and soon to be annexed, which will shape the future of Schertz to meet the desires and goals of the residents. • Continue to reevaluate and modify regulations within the Schertz Unified Development Code to accommodate the evolving needs of our residents and make the development process more efficient and effective. XXXXXXXX 31 of 249 PLANNING & ZONING • Implement the Joint Land Use Study Strategies to promote compatibility of land uses and development with the long-range goals of Randolph AFB. • Continue to update the website to provide improved customer service by updating forms, flowcharts, providing information on current residential and commercial developments, and providing information on public hearing on the city’s webpage. • Promote staff development including continued education and cross training to provide outstanding customer service. • Scan remaining project case files into a digital records retention system to improve access and availability. • Ensure that a new article for the Schertz Magazine – From the Development Whiteboard column is published quarterly to provide helpful information, transparency, and improved customer service for all residents. • Continue to provide regular updates to the website feature, “What’s Developing in Schertz” to ensure residents are provided information on current residential and commercial projects within the City. • Implement a yearly program to raise awareness for National Community Planning Month to include school presentations, community outreach via social media, and an article in the Schertz Magazine. ACCOMPLISHMENTS • Received the 2019 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 dem onstrated by the Planning Staff for the sixth year in a row. • Formulated and implemented an annexation process for the various properties currently under delayed annexation development agreements expiring over the next 18 months, including proper notific ation of all stakeholders to maximize property owner awareness. • Maintained the partnership with Joint Base San Antonio (JBSA). • Implemented new certification review process for all plats and plans based on state law changes from the TX 86th legislature, including amendments to the Unified Development Code (UDC) and the creation of new development process flowcharts and application checklists. XXXXXXXX 32 of 249 PLANNING & ZONING • Amended the Unified Development Code to comply with new state law changes and to allow more flexibility for property owners and developers, including changes to Exterior Construction and Design Standards (UDC Sec. 21.9.5); Screening and Fencing Materials (UDC Sec. 21.9.8); Accessory Buildings, Uses, and Structures (UDC Sec. 21.8.2); and Carports/Porte-Cocheres (UDC Sec. 21.8.3) • Attended various continuing education classes including National APA Conference, Texas APA State Conference, Certified Floodplain Manager training, Smart City Short Term Rentals Conference, and the Hog Wild Municipal Conference. • Implemented new ESRI Story Map feature into our “What’s Developing in Schertz” website to make the site more user friendly and aesthetically pleasing. • Maintained partnerships with developers and landowners to create and update Planned Development Districts that contain a mix of residential and commercial land uses. • Improved partnerships with local utility providers to include, Guadalupe Valley Electric Coop., Cibolo Creek Municipal Authority, Texas Department of Transportation, by increasing communication. • Completed weekly updates to the website feature, “What’s Developing in Schertz”, to provide information on new residential subdivisions and new commercial sites currently under construction to improve public relations and transparency, while providing useful, accessible information to the public. • Contributed to the Schertz Magazine reoccurring column entitled “From the Development Whiteboard”. • Successfully implemented a new agenda software to be utilized for the various boards and commissions to increase agenda creation and modification efficiency. XXXXXXXX 33 of 249 PLANNING & ZONING ORGANIZATIONAL CHART PLANNING AND ZONING 2018-19 2019-20 2020-21 Senior Planner 1 1 2 Planner I 2 2 2 TOTAL POSITIONS 3 3 4 PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload/Output Actual Estimate Budget Plats 36 20 20 Site Plans and Master Plan 32 13 13 Variances/Waivers 13 6 6 Zone Changes and Specific Use Permits 12 20 20 UDC/ Comp. Plan Revisions 1 4 4 Annexation 0 15 30 All Plats $52,500 $40,250 $59,000 Site Plan, Master Plan $31,500 $20,000 $36,000 Variance $3,250 $1,500 $5,000 Zone Change, Specific Use Permit $18,800 $21,650 $18,000 Other (Zoning Letters and Additional Admin fees) $4,500 $2,400 $1950 Total Revenue City Manager Assistant City Manager - Development Planning and Community Development Planning & Zoning Inspections XXXXXXXX 34 of 249 PLANNING & ZONING 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel $202,044 $178,065 $264,117 Supplies 694 1,970 1,873 Operations Support 7 186 186 Staff Support 23,537 27,085 29,548 Professional Services 27 100 400,100 Operating Equipment 1,225 400 325 Total $227,534 $207,806 $696,149 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases $488,343 from the FY 2019-20 year end estimate with the addition of a Comprehensive Land Use Plan, Parks Master Plan, and Unified Development Code update for $400,000. To manage the long term planning for the City, an additional Senior Planner is to be hired for $88,000. XXXXXXXX 35 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 17 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PLANNING & ZONING ================= Personnel Services 154-511110 Regular 139,803 148,186 145,456 114,625 126,857 176,455 ____________ 154-511120 Overtime 3,901 3,582 4,850 1,099 2,000 4,833 ____________ 154-511180 LTD 436 354 451 92 92 547 ____________ 154-511210 Longevity 1,140 992 1,364 1,296 1,296 1,330 ____________ 154-511230 Certification Allowance 900 900 873 104 104 1,728 ____________ 154-511310 FICA - Employer 10,801 12,142 11,666 8,874 9,845 14,098 ____________ 154-511350 TMRS-Employer 23,523 24,896 24,370 17,113 19,852 30,072 ____________ 154-511410 Health-Employer 23,438 10,808 21,497 16,974 17,857 34,825 ____________ 154-511500 Workers' Compensation 158 183 186 162 162 229 ____________ TOTAL Personnel Services 204,100 202,044 210,713 160,339 178,065 264,117 Supplies 154-521000 Operating Supplies 916 244 607 210 801 704 ____________ 154-521100 Office Supplies 358 450 900 523 800 900 ____________ 154-521600 Equip Maint Supplies 0 0 269 0 369 269 ____________ TOTAL Supplies 1,274 694 1,776 733 1,970 1,873 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 154-534200 Printing & Binding 162 7 186 81 186 186 ____________ TOTAL Operations Support 162 7 186 81 186 186 Staff Support 154-535100 Uniforms 710 548 650 0 650 650 ____________ 154-535300 Memberships 1,379 1,134 1,685 1,013 1,685 1,610 ____________ 154-535400 Publications 146 0 750 254 750 500 ____________ 154-535500 Training/Travel Staff 7,248 15,891 22,868 ( 297) 10,000 18,898 ____________ 154-535500.Training/Travel Commission 5,578 5,836 13,000 794 13,000 7,390 ____________ 154-535510 Meeting Expenses 0 129 1,000 0 1,000 500 ____________ TOTAL Staff Support 15,060 23,537 39,953 1,764 27,085 29,548 Professional Services 154-541400 Consulting 0 0 0 0 0 400,000 ____________ 154-541500 State/County Admin Fees 10 27 100 31 100 100 ____________ TOTAL Professional Services 10 27 100 31 100 400,100 XXXXXXXX 36 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 18 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 154-571000 Furniture & Fixtures 155 1,225 594 318 400 325 ____________ TOTAL Operating Equipment 155 1,225 594 318 400 325 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PLANNING & ZONING 220,761 227,535 253,322 163,266 207,806 696,149 XXXXXXXX 37 of 249 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. XXXXXXXX 38 of 249 LEGAL SERVICES ORGANIZATIONAL CHART Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Operations Support $9,071 $10,000 $10,000 Professional Services $126,526 $135,000 $140,000 Total $135,598 $145,000 $150,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 3.4% from the FY 2019-20 year end estimate with the anticipated billable hours for legal services in FY 2020-21. Mayor & City Council Legal Services XXXXXXXX 39 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 19 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LEGAL SERVICES ============== Operations Support 155-534100 Advertising/Legal Notices 9,057 9,071 10,000 1,064 10,000 10,000 ____________ TOTAL Operations Support 9,057 9,071 10,000 1,064 10,000 10,000 Professional Services 155-541200 Legal Svcs 120,901 126,526 140,000 61,536 135,000 140,000 ____________ TOTAL Professional Services 120,901 126,526 140,000 61,536 135,000 140,000 ________________________________________________________________________________________________________________________________________ TOTAL LEGAL SERVICES 129,958 135,598 150,000 62,600 145,000 150,000 XXXXXXXX 40 of 249 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. XXXXXXXX 41 of 249 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 2018-19 2019-20 2020-21 City Secretary 1 1 1 Deputy City Secretary 1 1 1 TOTAL POSITIONS 2 2 2 PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload Actual Estimated Budget Ordinances Passed and Processed 48 32 40 Resolutions Passed and Processed 172 165 160 Council Meetings Attended 50 41 40 Open Records 325 396 400 2018-19 2019-20 2020-21 Efficiency Actual Estimated Budget Ordinances & Resolutions Executed within 72 hours of Council Meeting 99% 100% 100% Documents completed, signed, scanned within 48 hours of council approval 96% 100% 100% Council meeting minutes transcribed within 48 hours following Council meeting 98% 99% 100% Agendas available to citizens within legally required timeframe - Posted on website 100% 100% 100% Alcohol permits processed within the month of expiration 70% 96% 100% Mayor & City Council City Secretary XXXXXXXX 42 of 249 CITY SECRETARY 2018-19 2019-20 2020-21 Education Initiatives Actual Estimated Budget Volunteer Fair 1 0 1 Student Mayor/Councilmember for the Day Program 4 3 4 2018-19 2019-20 2020-21 Budget Actual Estimated Budget Personnel $198,764 $190,842 $192,155 Supplies 1,154 1,150 1,150 City Support Services 3,846 10,000 10,000 Operations Support 28 50 150 Staff Support 4,137 4,700 4,350 Operating Equipment 0 0 1,035 Total $207,930 $206,742 $208,840 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 1.0% from the FY 2019-20 year end estimate for furniture purchases. XXXXXXXX 43 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 22 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY SECRETARY ============== Personnel Services 164-511110 Regular 135,370 146,025 132,945 126,811 137,525 135,523 ____________ 164-511180 LTD 427 401 412 95 95 420 ____________ 164-511210 Longevity 2,189 2,776 1,804 1,804 1,804 2,068 ____________ 164-511310 FICA - Employer 10,343 11,444 10,304 9,490 10,280 10,519 ____________ 164-511350 TMRS-Employer 22,201 24,122 21,524 18,862 21,323 22,438 ____________ 164-511410 Health-Employer 15,872 13,823 18,102 17,926 19,667 21,012 ____________ 164-511500 Workers' Compensation 148 173 170 148 148 175 ____________ TOTAL Personnel Services 186,550 198,764 185,261 175,137 190,842 192,155 Supplies 164-521100 Office Supplies 974 1,154 1,150 812 1,150 1,150 ____________ TOTAL Supplies 974 1,154 1,150 812 1,150 1,150 City Support Services 164-532700 Records Management 9,743 3,846 9,000 6,838 10,000 10,000 ____________ TOTAL City Support Services 9,743 3,846 9,000 6,838 10,000 10,000 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 164-534200 Printing & Binding 60 28 150 0 50 150 ____________ TOTAL Operations Support 60 28 150 0 50 150 Staff Support 164-535100 Uniforms 30 0 150 0 0 0 ____________ 164-535300 Memberships 958 903 400 370 400 750 ____________ 164-535400 Publications 228 238 950 784 8,000 600 ____________ 164-535500 Training/Travel 2,307 2,996 4,000 3,823 3,500 3,000 ____________ TOTAL Staff Support 3,523 4,137 5,500 4,976 11,900 4,350 Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 164-571000 Furniture & Fixtures 0 0 400 0 0 1,035 ____________ TOTAL Operating Equipment 0 0 400 0 0 1,035 XXXXXXXX 44 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 23 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL CITY SECRETARY 200,851 207,930 201,461 187,764 213,942 208,840 XXXXXXXX 45 of 249 DEPARTMENT: 167 NON-DEPARTMENTAL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION This department accounts for expenses and payments that are not specific to an individual function/department. Items in this department include city insurance, appraisal district contracts, contingency, and the emergency medical services contract. 2018-19 2019-20 2020-21 Budget Actual Estimated Budget City Support Services $438,072 $505,990 $872,200 Operations Support 157,974 154,900 123,000 Staff Support 73 0 200 City Assistance 1,463,272 2,004,583 1,557,048 Professional Services 47,922 53,585 53,535 Fund Charges/Transfers 64,356 10,750 10,750 Total $2,171,669 $2,729,808 $2,616,733 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget decreases 4.1% from the FY 2019-20 year end estimate with the expiration of the Amazon.com and Capital Group tax abatements. XXXXXXXX 46 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 24 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NONDEPARTMENTAL =============== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 167-532200 County Appraisal District 206,572 226,275 230,000 240,279 239,712 242,000 ____________ 167-532210 Tax Assessor/Collector-Sevice 0 0 18,000 0 22,672 6,000 ____________ 167-532500 City Insurance-Commercial 180,505 210,680 210,000 243,251 243,000 233,700 ____________ 167-532900 Contingencies 3,886 1,116 36,607 3,494 606 200,000 ____________ 167-532901 Contingencies-Personnel 0 0 375,000 0 0 190,500 ____________ TOTAL City Support Services 390,963 438,072 869,607 487,024 505,990 872,200 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 167-534000 Postage 9,117 4,014 11,000 8,546 10,000 11,000 ____________ 167-534300 Equipment Maint - Copiers 129,204 131,036 140,000 100,641 135,000 110,000 ____________ 167-534500 Memberships - Organizations 7,500 7,500 0 8,900 8,900 0 ____________ 167-534810 Electronic Filing Services 2,717 143 5,000 386 1,000 2,000 ____________ 167-534999 Misc. Expense 227 15,281 0 100 0 0 ____________ TOTAL Operations Support 148,764 157,974 156,000 118,573 154,900 123,000 Staff Support 167-535500 Training/Travel 160 73 200 0 0 200 ____________ TOTAL Staff Support 160 73 200 0 0 200 City Assistance 167-537100 Medical Services-EMS Contract 556,325 581,537 602,583 602,583 602,583 667,048 ____________ 167-537200 Main Street Local Program 0 20,000 35,000 88,588 65,000 50,000 ____________ 167-537450 Tax Reimbursements/Abatements 1,149,619 861,735 1,337,000 1,223,379 1,337,000 840,000 ____________ TOTAL City Assistance 1,705,944 1,463,272 1,974,583 1,914,550 2,004,583 1,557,048 Professional Services 167-541300 Other Consl/Prof Services 2,460 0 0 0 0 0 ____________ 167-541500 State/County Admin Fees 35 0 35 0 35 35 ____________ 167-541600 Misc Bank Charges 699 729 700 746 750 700 ____________ 167-541650 Investment Management Fee 3,400 0 0 0 0 0 ____________ 167-541800 Credit Card Service Fee 54,126 44,353 45,000 40,816 50,000 50,000 ____________ 167-541810 Credit Cards Fees - AMEX 2,734 2,840 1,500 1,677 2,800 2,800 ____________ TOTAL Professional Services 63,454 47,922 47,235 43,239 53,585 53,535 XXXXXXXX 47 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 25 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fund Charges/Transfers 167-548000 Transfer Out 0 1,592 0 0 0 0 ____________ 167-548106 Transfer Out- Special Events 65,683 59,893 0 0 0 0 ____________ 167-548401 Transfer Out - Bond Fund 50,000 0 0 0 0 0 ____________ 167-548615 Transfer Out - Hist. Committe 0 2,871 10,750 0 10,750 10,750 ____________ TOTAL Fund Charges/Transfers 115,683 64,356 10,750 0 10,750 10,750 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NONDEPARTMENTAL 2,424,967 2,171,669 3,058,375 2,563,386 2,729,808 2,616,733 XXXXXXXX 48 of 249 DEPARTMENT: 170 PUBLIC AFFAIRS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Public Affairs Department serves an internal audience of 386 employees, elected and appointed officials, as well as an estimated city population of 41,000. Public Affairs is responsible for establishing and maintaining internal and external communications that enhance the understanding, perception, and image of the City of Schertz. Public Affairs promotes, organizes and supports informational, educational, and special event activities that benefit the community and/or City employees through advertising, production of city videos, radio spots, print ads, press releases, email blasts, website and electronic sign ad creation and posting, and award submissions. Public Affairs creates photographic/video/audio recording of City events and activities, designs City marketing materials, documents, hiring packets, graphics, logos, plaques, trophies, proclamations, etc. Public Affairs publishes Schertz Magazine, one of the leading publications in the Tri County area with a circulation of 15,500 copies; including 14,000+ direct mailed and 500+ subscriptions. Over 1,000 magazines are distributed to businesses with hundreds of copies made available at local and regi onal banks, hospitals and clinics, schools, pharmacies, and restaurants. Operations of the Event Facilities and 311 Customer Care are maintained under the umbrella of Public Affairs. GOALS AND OBJECTIVES • To be the primary source of City information for all current and potential residents and businesses. • To disseminate accurate and timely information to residents and the media during emergency and non-emergency situations. • To provide excellent customer service to all callers while providing accurate information. XXXXXXXX 49 of 249 PUBLIC AFFAIRS ORGANIZATIONAL CHART PUBLIC AFFAIRS 2018-19 2019-20 2020-21 Public Affairs Director 1 1 1 Communications Manager 1 1 1 Marketing and Communications Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload/Output Measures Actual Estimate Budget Press Releases/News Flash 137 135 136 Marketing Materials Produced 414 400 450 Completed website work orders 28 40 50 Number of customers served (advertisers) 42 50 50 Number of Magazines Printed 187,399 186,000 192,000 2018-19 2019-20 2020-21 Efficiency Actual Estimate Budget Percentage of Magazine Contracted 50% 50% 50% City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities XXXXXXXX 50 of 249 PUBLIC AFFAIRS Average cost per Advertising Run outside of the magazine 200 200 200 2018-19 2019-20 2020-21 Effectiveness Actual Estimate Budget Schertz Magazine Ad revenue 143,720 120,000 City Sponsored/Non-revenue 28,250 22,000 22,000 Percentage open rate for e-newsletter 20% 28.8% 27% Percentage click rate for e-newsletter 8.7% 10.8% 10% 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel $286,833 $291,976 $301,129 Supplies 733 670 1,700 City Support Services 1,975 990 0 Operations Support 21,895 35,995 46,643 Staff Support 7,818 5,739 11,100 Professional Services 286,850 250,375 267,000 Operating Equipment 3,080 0 0 Total $609,184 $585,745 $628,421 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 7.3% from the FY 2019-20 year end estimate due to a citizen satisfaction survey that is done every other year. Personnel also increases with the classification and compensation study recommendation. XXXXXXXX 51 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 26 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PUBLIC AFFAIRS ============== Personnel Services 170-511110 Regular 203,058 207,661 202,351 193,563 209,066 212,564 ____________ 170-511120 Overtime 311 687 970 228 400 981 ____________ 170-511180 LTD 637 530 627 149 149 659 ____________ 170-511210 Longevity 4,629 3,828 4,258 3,808 3,808 4,636 ____________ 170-511230 Certification Allowance 0 300 0 650 650 0 ____________ 170-511310 FICA - Employer 15,791 16,703 15,870 14,822 15,966 16,677 ____________ 170-511350 TMRS-Employer 33,566 34,432 33,151 29,031 32,656 35,571 ____________ 170-511410 Health-Employer 18,941 22,432 28,693 26,508 29,053 30,613 ____________ 170-511500 Workers' Compensation 234 259 261 228 228 277 ____________ TOTAL Personnel Services 277,168 286,833 286,181 268,987 291,976 301,978 Supplies 170-521000 Operating Supplies 224 95 146 120 120 1,000 ____________ 170-521010 Operating Supplies-Events 925 0 0 0 0 0 ____________ 170-521100 Office Supplies 976 638 554 318 550 700 ____________ TOTAL Supplies 2,125 733 700 438 670 1,700 City Support Services 170-532800 Other Events 0 1,975 1,000 990 990 0 ____________ TOTAL City Support Services 0 1,975 1,000 990 990 0 Operations Support 170-534000 Postage 1,036 1,111 17,850 6,540 15,000 18,050 ____________ 170-534100 Advertising 10,920 7,904 7,750 5,436 5,500 7,050 ____________ 170-534200 Printing & Binding 3,770 12,392 20,832 11,099 15,000 21,000 ____________ 170-534500 Memberships - Organizations 187 255 255 255 255 255 ____________ 170-534550 Business Meetings/Networking 328 234 288 144 240 288 ____________ TOTAL Operations Support 16,241 21,895 46,975 23,475 35,995 46,643 Staff Support 170-535100 Uniforms 32 117 220 76 220 220 ____________ 170-535300 Memberships 20 0 0 0 0 0 ____________ 170-535400 Publications 0 130 200 88 150 200 ____________ 170-535500 Training/Travel 3,202 7,570 10,480 1,779 5,000 10,480 ____________ 170-535510 Meeting Expenses 0 0 369 341 369 200 ____________ TOTAL Staff Support 3,253 7,818 11,269 2,283 5,739 11,100 Professional Services 170-541300 Other/Consl/Prof Services 0 40,799 20,000 13,738 22,000 36,500 ____________ 170-541305 Prof Services-Writers/Photogr 0 6,823 10,000 6,080 8,000 10,000 ____________ 170-541350 Magazine-Printing Services 0 92,292 94,000 83,382 94,000 94,000 ____________ 170-541355 Design Services 3,120 87,550 65,000 62,808 65,000 65,000 ____________ 170-541360 Magazine-Postage 0 57,886 60,000 51,248 60,000 60,000 ____________ 170-541365 Delivery Services 0 1,500 1,500 750 1,375 1,500 ____________ TOTAL Professional Services 3,120 286,850 250,500 218,005 250,375 267,000 XXXXXXXX 52 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 27 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 170-571000 Furniture & Fixtures 28 3,080 0 0 0 0 ____________ TOTAL Operating Equipment 28 3,080 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC AFFAIRS 301,935 609,184 596,624 514,178 585,745 628,421 XXXXXXXX 53 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 28 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ RECORDS MANAGEMENT ================== Personnel Services 171-511110 Regular 30,363 0 0 0 0 0 ____________ 171-511120 Overtime 33 0 0 0 0 0 ____________ 171-511180 LTD 100 0 0 0 0 0 ____________ 171-511210 Longevity 1,896 0 0 0 0 0 ____________ 171-511310 FICA - Employer 2,410 0 0 0 0 0 ____________ 171-511350 TMRS-Employer 5,214 0 0 0 0 0 ____________ 171-511410 Health-Employer 7,753 0 0 0 0 0 ____________ 171-511500 Workers' Compensation 42 0 0 0 0 0 ____________ TOTAL Personnel Services 47,812 0 0 0 0 0 Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 171-535100 Uniforms 55 0 0 0 0 0 ____________ 171-535500 Training/Travel 231 0 0 0 0 0 ____________ TOTAL Staff Support 286 0 0 0 0 0 Professional Services 171-541310 Contractual Services 14,527 0 0 0 0 0 ____________ TOTAL Professional Services 14,527 0 0 0 0 0 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL RECORDS MANAGEMENT 62,624 0 0 0 0 0 XXXXXXXX 54 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 29 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SCHERTZ TALES MAGAZINE ====================== Personnel Services 172-511110 Regular 89,232 0 0 0 0 0 ____________ 172-511180 LTD 156 0 0 0 0 0 ____________ 172-511210 Longevity 290 0 0 0 0 0 ____________ 172-511310 FICA - Employer 6,850 0 0 0 0 0 ____________ 172-511350 TMRS-Employer 14,449 0 0 0 0 0 ____________ 172-511410 Health-Employer 15,482 0 0 0 0 0 ____________ 172-511500 Workers' Compensation 98 0 0 0 0 0 ____________ TOTAL Personnel Services 126,557 0 0 0 0 0 Supplies 172-521100 Office Supplies 91 0 0 0 0 0 ____________ TOTAL Supplies 91 0 0 0 0 0 Operations Support 172-534000 Postage 231 0 0 0 0 0 ____________ 172-534200 Printing & Binding 1,223 0 0 0 0 0 ____________ 172-534550 Business Meetings/Networking 216 0 0 0 0 0 ____________ TOTAL Operations Support 1,670 0 0 0 0 0 Staff Support 172-535100 Uniforms 97 0 0 0 0 0 ____________ 172-535300 Memberships 170 0 0 0 0 0 ____________ 172-535500 Training/Travel 2,690 0 0 0 0 0 ____________ TOTAL Staff Support 2,957 0 0 0 0 0 Professional Services 172-541305 Prof Services-Writers/Photogr 5,575 ( 350) 0 0 0 0 ____________ 172-541350 Printing Services 82,560 0 0 0 0 0 ____________ 172-541355 Design Services 92,614 0 0 0 0 0 ____________ 172-541360 Postage Services 56,717 0 0 0 0 0 ____________ 172-541365 Delivery Services 1,500 0 0 0 0 0 ____________ TOTAL Professional Services 238,966 ( 350) 0 0 0 0 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL SCHERTZ TALES MAGAZINE 370,241 ( 350) 0 0 0 0 XXXXXXXX 55 of 249 DEPARTMENT: 173 ENGINEERING FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Engineering Department serves as technical advisor to the City Manager, City Council, Executive Staff, and other City departments. Engineering collaborates with Public Works, Planning and Community Development, Economic Development, Parks and Recreation, and other departments, citizens, developers, and other governmental agencies in order to effectively plan and implement infrastructure improvement and development for the organized growth of the City. Engineering is responsible for the development and implementation of the City's Capital Improvement Programs for water, wastewater, streets, and drainage. That responsibility includes the development and maintenance of infrastructure master plans; the prioritization of projects; the identification and procurement of project funding; and the management of the design and construction of necessary infrastructure. The Engineering Department reviews applications for public and private land development for conformance with adopted engineering standards, policies, codes, and infrastructure master plans. Engineering Inspectors ensure that the construction of public infrastructure – both privately and publicly constructed – follows appropriate standards and specifications. Ensuring compliance promotes a safe community in which the essential services of the provision of water, wastewater, transportation, and drainage are available and arranged for fiscal sustainability. The Engineering Department maintains standard construction details, technical specifications, and design guidelines. The Transportation Safety Advisory Commission (TSAC) is staffed by the Engineering Department. The TSAC is a Commission that hears citizen input, considers transportation issues, and makes recommendations to City Council regarding traffic and transportation related matters throughout the City. XXXXXXXX 56 of 249 ENGINEERING ORGANIZATIONAL CHART ENGINEERING 2018-19 2019-20 2020-21 City Engineer 1 1 1 Engineer 1 3 3 Senior Graduate Engineer 1 1 1 Graduate Engineer 1 1 1 Project Manager 1 0 0 Engineering Inspector 2 2 2 TOTAL POSITIONS 7 8 8 ACCOMPLISHMENTS AND GOALS FY 2019-2020 Accomplishments • Along with other Departments, successfully managed the following Capital Improvement Projects (in various stages of completion): • Corbett Elevated Storage Tank and Associated Distribution Mains – construction complete • Woman Hollering Creek Wastewater Trunk Main – completed design and easement acquisition completed (without the need for condemnation) • 2018 Street Preservation and Maintenance Projects – construction complete • 2020 Street Preservation and Maintenance Projects – in design and construction • Trail and Bike Lane Project (technical support for Parks) – design complete • Collaborated with City of Cibolo and developer on the design and construction administration and inspection of the extension of the Ripps- Kreusler extension and expansion of the portion of Cibolo Valley Drive within the City of Schertz. City Manager Executive Director Development Engineering XXXXXXXX 57 of 249 ENGINEERING • Update of Water and Wastewater Master Plans and updated Impact Fee Ordinance underway. • Maintained strategic partnership with Texas Department of Transportation. FY 2020-2021 Goals • Continue improvement and update of standard construction details, technical specifications, and design guidelines • Continue support of development and implementation of comprehensive Capital Improvement Program including water, wastewater, drainage, and roadway projects • Complete Water and Wastewater Master Plans and implement updated Impact Fee ordinance • Provide efficient, clear review of construction plans and other development submittals • Continue promotion of efficacy of TSAC activities and actions • Continue successful partnership with TxDOT PERFORMANCE INDICATORS Workload/Output Measures 2018-19 Actual 2019-20 Estimate 2020-21 Budget Capital Improvement Projects (number active) 9 16 11 Grading and Clearing Permits Issued 29 25 25 Grading and Clearing Permits Active (Average Monthly Concurrent Maximum) 47 48 45 Grading and Clearing Permits Active (Concurrent Maximum) 55 60 50 Grading and Clearing Permits Issued – acreage 278 200 250 Number of Non-Construction Plan Reviews (includes master plans, plats, site plans, etc.) 83 98 100 Residential Subdivision Construction – number of projects (completed projects) 1 3 3.8 Residential Subdivision Construction – dollar value of public improvements (completed projects) $1.1 Million $3.0 Million $3.8 Million Commercial Subdivision Construction – number of projects (completed projects) 4 5 3 XXXXXXXX 58 of 249 ENGINEERING Commercial Subdivision Construction – dollar value of public improvements (completed projects) $2.3 Million $4.6 Million $2.0 Million 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel $633,491 $632,854 $808,237 Supplies 1,167 2,650 2,350 City Support Services 0 448 500 Utility Services 7,061 5,544 4,350 Operations Support 0 100 100 Staff Support 12,762 12,238 18,704 Professional Services 19,831 30,000 40,000 Operating Equipment 538 3,300 3,885 Capital Outlay 28,607 0 0 Total $703,456 $687,134 $878,126 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 27.8% from the year end estimate due to personnel changes. FY 2020-21 will have a full year funding of the new engineer position approved in FY 2019-20, funding of the promotion of the Project Manager to an Engineer, and include pay adjus tments from the classification and compensation study recommendation. XXXXXXXX 59 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 30 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ENGINEERING =========== Personnel Services 173-511110 Regular 441,845 459,705 470,890 403,775 442,556 560,037 ____________ 173-511120 Overtime 0 0 0 171 150 0 ____________ 173-511180 LTD 1,396 1,346 1,522 318 318 1,736 ____________ 173-511210 Longevity 4,399 5,287 6,811 6,246 6,246 8,047 ____________ 173-511230 Certification Allowance 3,000 3,000 2,619 2,216 3,000 2,592 ____________ 173-511310 FICA - Employer 32,690 35,116 38,259 29,618 34,092 43,632 ____________ 173-511350 TMRS-Employer 72,507 75,835 79,919 60,274 71,428 93,068 ____________ 173-511410 Health-Employer 56,689 50,775 73,380 67,665 72,836 96,363 ____________ 173-511500 Workers' Compensation 2,029 2,427 2,551 2,228 2,228 2,762 ____________ TOTAL Personnel Services 614,555 633,491 675,951 572,510 632,854 808,237 Supplies 173-521000 Operating Supplies 0 490 1,200 39 1,200 1,000 ____________ 173-521100 Office Supplies 1,192 603 1,100 806 1,100 1,000 ____________ 173-521300 Motor Vehicle Supplies 132 74 350 30 350 350 ____________ TOTAL Supplies 1,324 1,167 2,650 875 2,650 2,350 City Support Services 173-532400 Computer Fees & Licenses 650 0 448 432 448 500 ____________ TOTAL City Support Services 650 0 448 432 448 500 Utility Services 173-533330 Telephone/Internet 0 3,632 839 2,044 2,044 850 ____________ 173-533500 Vehicle Fuel 2,908 3,429 3,000 3,730 3,500 3,500 ____________ TOTAL Utility Services 2,908 7,061 3,839 5,773 5,544 4,350 Operations Support 173-534000 Postage 48 0 0 0 0 0 ____________ 173-534200 Printing & Binding 0 0 100 31 100 100 ____________ TOTAL Operations Support 48 0 100 31 100 100 Staff Support 173-535100 Uniforms 1,735 2,173 3,198 483 3,198 3,338 ____________ 173-535300 Memberships 315 434 2,420 892 2,420 2,420 ____________ 173-535400 Publications 0 596 500 0 500 500 ____________ 173-535500 Training/Travel 6,181 8,588 12,156 1,538 5,000 11,156 ____________ 173-535510 Meeting Expenses 76 241 620 311 550 620 ____________ 173-535600 Professional Certification 578 730 570 231 570 670 ____________ TOTAL Staff Support 8,886 12,762 19,464 3,455 12,238 18,704 XXXXXXXX 60 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 31 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 173-541100 Engineering Services 5,399 8,661 30,000 8,000 15,000 20,000 ____________ 173-541300 Other Professional Services 0 11,170 30,000 7,791 15,000 20,000 ____________ 173-541310 Prof Svcs-Plan Review 5,712 0 0 0 0 0 ____________ TOTAL Professional Services 11,111 19,831 60,000 15,791 30,000 40,000 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 173-571000 Furniture & Fixtures 0 538 900 0 900 900 ____________ 173-571300 Computer & Periphe. < $5000 0 0 3,659 199 2,400 2,985 ____________ TOTAL Operating Equipment 0 538 4,559 199 3,300 3,885 Capital Outlay 173-581200 Vehicles & Access. Over $5,00 0 28,607 0 0 0 0 ____________ TOTAL Capital Outlay 0 28,607 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL ENGINEERING 639,481 703,456 767,011 599,066 687,134 878,126 XXXXXXXX 61 of 249 THIS PAGE INTENTIONALLY LEFT BLANK XXXXXXXX 62 of 249 THIS PAGE INTENTIONALLY LEFT BLANK XXXXXXXX 63 of 249 DEPARTMENT: 256 POLICE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz Police Department provides service to approximately 32 square miles, with the City in three different counties. The police department receives thousands of calls for services annually through the communications division and dispatches for Police, Fire, Emergency Medical Service, and Animal Services. Additionally, the police department provides dispatch services for the City of Cibolo Police, Fire and Animal Services departments, and Schertz Emergency Medical Service dispatch for Cibolo, Marion, Seguin, and Santa Clara and other county areas. The Patrol Division provides a visible presence in the community, with the goal of crime prevention, crime reduction, traffic safety, and the promotion of overall public safety. The Investigations Division investigates incidents that occurred within the City, processes crime scenes, and follows up through prosecution with the County and District Attorneys of all three counties. The Records Unit receives and prepares cases for submission to County and District Attorneys. The School Resource Program provides a visible presence on the campuses within the City; makes educational presentations to the students and staff, along with investigating crimes on campus. The Animal Services Division is responsible for the enforcement of State laws and City ordinances regarding the care and treatment of animals, rabies control, and overall public health through disease and population control. The Community Outreach Officer interacts with Homeowner Associations, provides education and crime prevention programs to the community, and oversees the Citizens Police Academy and the Citizens on Patrol. Our Crime Victim Liaison protects the rights and assists in the needs of the crime victims in Schertz, Live Oak, and Cibolo GOALS AND OBJECTIVES • Promoting a safe community through public education, community involvement, criminal investigations, enforcement action and other essential services. • Enhance our citizens’ quality of life by promoting a feeling of safety for all citizens and visitors to the city, including neighborhoods, commercial areas, parks and public facilities. XXXXXXXX 64 of 249 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 City Manager Executive Director Operations Police Animal Services XXXXXXXX 65 of 249 POLICE POLICE 2018-19 2019-20 2020-21 Chief of Police 1 1 1 Assistant Chief of Police 1 1 1 Captain 0 0 1 Lieutenants 4 4 4 Sergeants 6 6 6 Corporals 11 11 11 School Resource Sergeant 1 1 1 School Resource Corporal 1 1 1 School Resource Officer 2 2 3 Officers 31 32 32 DEA Task Force Operators 2 2 2 Traffic Corporal 1 1 1 Traffic Officer 1 1 1 Environmental Officer 1 1 1 Code Enforcement Officers 2 2 2 Sanitarian 1 1 1 Senior Administrative Assistant 1 1 1 Administrative Assistant 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 Animal Services Manager 1 1 1 Animal Services Officer 4 4 4 Animal Services Kennel Tech 1 2 2 PT Animal Services Kennel Tech 2 2 2 Communications Manager 1 1 1 Communications Shift Supervisor 4 4 4 Communications Officer 12 12 12 Crossing Guards (Part Time) 16 16 16 TOTAL POSITIONS 114 117 119 LAW ENFORCEMENT COMMISSIONS 2018-19 2019-20 2020-21 Fire Dept. Law Enforcement Commission 1 1 1 TOTAL COMMISSIONS 1 1 1 XXXXXXXX 66 of 249 POLICE PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Dispatch-911 Calls 26,713 27,400 28,100 Patrol-Citations/Warnings Issued 9,115 6,732 7,500 Inv-Criminal Cases Filed w/ Prosecutor 914 955 980 Inv-Cases Investigated per Investigator 279 275 295 Inv-Total Cases Cleared 254 282 300 Records-Total Active Alarm Permits 3,084 3,100 3,300 Records-Open Records Requests 2,543 1,800 2,500 Federal Seizures $195,344 $30,000 $55,000 Crime Victim Liaison-Assigned Cases 236 520 560 2018-19 2019-20 2020-21 Workload/Output Marshals Division Actual Estimate Budget Marshals Warrants Issued 1,468 1,243 1,350 Warrants Cleared 1,789 1,458 1,575 Animal Services Animals Taken In 1,157 1,175 1,200 Adoptions 369 465 450 Return to Owner 233 375 400 Transferred Out 227 230 230 Wildlife Release 132 95 100 Euthanized 82 50 55 XXXXXXXX 67 of 249 POLICE Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $7,319,850 $7,325,884 $8,598,839 Supplies 98,547 106,436 120,176 City Support Services 27,192 25,401 26,000 Utility Services 155,544 158,779 211,800 Operations Support 8,066 16,875 18,685 Staff Support 145,132 132,341 188,898 City Assistance 50,555 74,141 81,100 Professional Services 108,697 78,109 84,583 Maintenance Services 64,190 72,368 90,705 Rental/Leasing 0 44,544 0 Operating Equipment 399,511 273,386 211,173 Capital Outlay 199,597 692,455 540,720 Total $8,576,881 $9,377,445 $10,172,678 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 8.5% from the FY 2019-20 year end estimate for additional personnel expenditures. These personnel increases include a new Student Resource Officer and a new Captain position for the Police Department. Other personnel increases include a pay increase as recommended by the classification and compensation study. The FY 2020-21 Budget will also include additional vehicle fuel and training in anticipation of more officer positions being filled. XXXXXXXX 68 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 33 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ POLICE ====== Personnel Services 256-511110 Regular 4,191,212 4,765,561 5,111,319 4,495,484 4,851,535 5,722,899 ____________ 256-511120 Overtime 197,721 247,200 179,450 245,876 255,000 203,597 ____________ 256-511180 LTD 13,224 13,859 15,474 3,497 3,497 17,507 ____________ 256-511210 Longevity 95,568 102,756 108,221 108,647 108,458 100,958 ____________ 256-511220 Clothing Allowance 59,606 66,384 72,059 59,282 66,008 73,253 ____________ 256-511230 Certification Allowance 39,577 39,556 43,262 41,927 43,802 58,560 ____________ 256-511310 FICA - Employer 340,504 400,619 429,825 363,505 407,730 459,468 ____________ 256-511350 TMRS-Employer 725,510 819,967 885,321 707,607 851,702 990,614 ____________ 256-511410 Health-Employer 522,959 499,951 715,177 643,728 699,490 921,512 ____________ 256-511500 Workers' Compensation 35,514 42,826 44,273 38,662 38,662 50,471 ____________ TOTAL Personnel Services 6,221,395 6,998,680 7,604,381 6,708,216 7,325,884 8,598,839 Supplies 256-521000 Operating Supplies 21,116 33,558 42,325 31,960 39,303 60,641 ____________ 256-521100 Office Supplies 4,270 6,004 6,400 5,685 6,186 8,500 ____________ 256-521150 Child Safety Supplies 10,152 0 3,450 2,835 3,400 4,325 ____________ 256-521200 Medical/Chem Supplies 0 0 0 0 0 28,300 ____________ 256-521300 Motor Veh. Supplies 13,566 17,024 17,510 17,290 17,290 18,410 ____________ TOTAL Supplies 49,104 56,586 69,685 57,769 66,179 120,176 City Support Services 256-532500 City Insurance-Commercial 24,230 26,264 26,000 26,401 26,401 26,000 ____________ TOTAL City Support Services 24,230 26,264 26,000 26,401 26,401 26,000 Utility Services 256-533200 Electric Utility Service 0 0 0 0 0 29,400 ____________ 256-533310 Telephone/Cell Phone 0 81 0 5,936 7,500 0 ____________ 256-533330 Telephone/Internet 0 189 39,000 0 0 0 ____________ 256-533410 Water Utility Service 0 0 0 0 0 21,600 ____________ 256-533500 Vehicle Fuel 89,017 97,644 123,549 70,600 94,995 160,800 ____________ TOTAL Utility Services 89,017 97,914 162,549 76,536 102,495 211,800 Operations Support 256-534100 Advertising 0 0 7,400 1,654 6,293 7,400 ____________ 256-534200 Printing & Binding 2,991 7,836 10,686 3,978 10,389 11,285 ____________ TOTAL Operations Support 2,991 7,836 18,086 5,632 16,682 18,685 Staff Support 256-535100 Uniforms 40,788 43,954 43,027 27,546 42,891 54,033 ____________ 256-535200 Awards 1,800 1,316 3,100 3,046 3,055 3,250 ____________ 256-535210 Employee Recognition-Morale 2,122 4,268 4,900 4,306 4,300 5,500 ____________ 256-535300 Memberships 2,078 1,526 3,690 2,247 3,690 3,620 ____________ 256-535400 Publications 306 ( 402) 490 74 490 490 ____________ 256-535500 Training/Travel 68,656 81,678 49,150 29,664 65,879 118,255 ____________ 256-535510 Meeting Expenses 760 3,220 3,250 912 3,014 3,750 ____________ TOTAL Staff Support 116,509 135,559 107,607 67,794 123,320 188,898 XXXXXXXX 69 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 34 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 256-537100 Medical Services 15,108 9,783 0 0 0 70,800 ____________ 256-537800 Community Outreach 4,607 6,960 9,100 6,992 8,647 10,300 ____________ TOTAL City Assistance 19,715 16,742 9,100 6,992 8,647 81,100 Professional Services 256-541300 Prof Services/Consulting 53,396 80,629 73,993 51,576 70,659 73,503 ____________ 256-541310 Contract Service - Crematory 0 0 0 0 0 800 ____________ 256-541700 Microchip Service 0 0 0 0 0 10,280 ____________ TOTAL Professional Services 53,396 80,629 73,993 51,576 70,659 84,583 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 256-551100 Building Maintenance 1,000 0 0 0 0 0 ____________ 256-551400 Minor & Other Equip Maint 1,753 1,505 3,818 2,542 2,542 4,300 ____________ 256-551700 Abatement/Lot Cleaning 0 8,050 10,000 7,505 8,630 20,000 ____________ 256-551800 Other Maintenance Agreements 745 795 775 775 775 825 ____________ 256-551810 Maintenance Agr. - Radios 50,080 51,680 57,840 37,400 57,840 65,580 ____________ TOTAL Maintenance Services 53,578 62,030 72,433 48,223 69,788 90,705 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 256-561200 Lease/Purchase Payments 0 0 44,544 44,544 44,544 0 ____________ TOTAL Rental/Leasing 0 0 44,544 44,544 44,544 0 Operating Equipment 256-571000 Furniture & Fixtures 4,094 5,248 6,155 6,014 6,155 9,620 ____________ 256-571200 Vehicles & Access. LESS $5,00 28,885 307,437 202,041 141,275 163,256 150,500 ____________ 256-571300 Computer & Periphe. < $5000 0 0 68,257 66,220 66,220 29,970 ____________ 256-571600 Donation-Expense 545 27,655 0 125 125 0 ____________ 256-571800 Equipment under $5,000 45,308 55,210 67,155 29,234 37,792 21,083 ____________ TOTAL Operating Equipment 78,831 395,551 343,608 242,867 273,548 211,173 Capital Outlay 256-581200 Vehicles & Access. Over $5,00 504,003 199,597 351,635 324,804 351,038 333,485 ____________ 256-581300 Computer & Periphe. > $5,000 0 0 0 0 0 13,080 ____________ 256-581800 Equipment Over $5,000 25,425 0 195,380 194,952 208,252 194,155 ____________ TOTAL Capital Outlay 529,428 199,597 547,015 519,757 559,291 540,720 ________________________________________________________________________________________________________________________________________ TOTAL POLICE 7,238,194 8,077,388 9,079,000 7,856,307 8,687,438 10,172,678 XXXXXXXX 70 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 39 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ MARSHAL'S OFFICE ================ Personnel Services 259-511110 Regular 237,246 0 0 0 0 0 ____________ 259-511120 Overtime 4,079 0 0 0 0 0 ____________ 259-511180 LTD 774 0 0 0 0 0 ____________ 259-511210 Longevity 6,526 0 0 0 0 0 ____________ 259-511220 Clothing Allowance 3,120 0 0 0 0 0 ____________ 259-511230 Certification Allowance 2,210 0 0 0 0 0 ____________ 259-511310 FICA - Employer 18,769 0 0 0 0 0 ____________ 259-511350 TMRS-Employer 40,857 0 0 0 0 0 ____________ 259-511410 Health-Employer 31,871 0 0 0 0 0 ____________ 259-511500 Worker' Compensation 2,847 0 0 0 0 0 ____________ TOTAL Personnel Services 348,298 0 0 0 0 0 Supplies 259-521000 Operating Supplies 191 0 0 0 0 0 ____________ 259-521100 Office Supplies 715 0 0 0 0 0 ____________ 259-521300 Motor Vehicle Supplies 1,862 0 0 0 0 0 ____________ 259-521600 Equip Maint Supplies 76 0 0 0 0 0 ____________ TOTAL Supplies 2,844 0 0 0 0 0 Utility Services 259-533500 Vehicle Fuel 6,242 0 0 0 0 0 ____________ TOTAL Utility Services 6,242 0 0 0 0 0 Operations Support 259-534200 Printing & Binding 106 0 0 0 0 0 ____________ TOTAL Operations Support 106 0 0 0 0 0 Staff Support 259-535100 Uniforms 1,091 0 0 0 0 0 ____________ 259-535300 Memberships 250 0 0 0 0 0 ____________ 259-535500 Training/Travel 4,159 0 0 0 0 0 ____________ 259-535510 Meeting Expenses 45 0 0 0 0 0 ____________ TOTAL Staff Support 5,546 0 0 0 0 0 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ XXXXXXXX 71 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 40 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 259-551800 Other Maintenance Agreements 1,656 0 0 0 0 0 ____________ 259-551810 Maintenance Agr. - Radios 2,600 0 0 0 0 0 ____________ TOTAL Maintenance Services 4,256 0 0 0 0 0 Operating Equipment 259-571800 Equipment Less $5,000 4,756 0 0 0 0 0 ____________ TOTAL Operating Equipment 4,756 0 0 0 0 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL MARSHAL'S OFFICE 372,049 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC SAFETY 13,339,628 14,328,041 15,642,026 13,732,800 15,447,817 17,346,531 XXXXXXXX 72 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 51 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 HEALTH EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ANIMAL SERVICES =============== Personnel Services 762-511110 Regular 187,676 196,431 242,632 207,680 236,200 0 ____________ 762-511120 Overtime 7,560 29,697 38,800 12,666 17,500 0 ____________ 762-511180 LTD 493 551 730 148 148 0 ____________ 762-511210 Longevity 2,514 1,435 1,264 870 870 0 ____________ 762-511220 Clothing Allowance 1,703 0 0 0 0 0 ____________ 762-511230 Certification Allowance 1,500 1,525 3,089 1,200 1,300 0 ____________ 762-511310 FICA - Employer 14,733 17,646 21,800 16,340 19,574 0 ____________ 762-511350 TMRS-Employer 32,164 37,347 45,538 32,391 40,888 0 ____________ 762-511410 Health-Employer 35,695 34,033 50,816 49,001 57,723 0 ____________ 762-511500 Workers' Compensation 2,392 2,505 2,889 2,523 2,523 0 ____________ TOTAL Personnel Services 286,430 321,170 407,558 322,819 376,726 0 Supplies 762-521000 Operating Supplies 15,440 19,252 17,910 14,425 18,278 0 ____________ 762-521100 Office Supplies 426 79 2,000 621 1,740 0 ____________ 762-521200 Medical/Chem Supplies 21,076 22,528 25,386 23,416 25,000 0 ____________ 762-521300 Motor Veh. Supplies 0 102 1,385 28 208 0 ____________ TOTAL Supplies 36,941 41,961 46,681 38,490 45,226 0 City Support Services 762-532800 Promotional Events 792 928 0 0 0 0 ____________ TOTAL City Support Services 792 928 0 0 0 0 Utility Services 762-533200 Electric Utility Service 21,091 22,548 21,996 20,570 28,683 0 ____________ 762-533410 Water Utility Service 21,690 28,422 19,808 11,410 22,375 0 ____________ 762-533500 Vehicle Fuel 10,417 6,660 5,213 3,602 5,226 0 ____________ TOTAL Utility Services 53,198 57,630 47,017 35,581 56,284 0 Operations Support 762-534200 Printing & Binding 442 230 1,000 93 193 0 ____________ TOTAL Operations Support 442 230 1,000 93 193 0 Staff Support 762-535100 Uniforms 3,361 5,652 7,611 2,508 6,318 0 ____________ 762-535200 Awards 0 0 250 0 0 0 ____________ 762-535210 Employee Recognition-Morale 0 0 1,200 277 278 0 ____________ 762-535500 Training/Travel 2,757 3,891 3,000 465 2,425 0 ____________ 762-535510 Meeting Expenses 226 29 500 37 50 0 ____________ TOTAL Staff Support 6,344 9,573 12,561 3,287 9,071 0 XXXXXXXX 73 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 52 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 HEALTH EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 762-537100 Medical Services 18,863 33,813 56,213 47,880 65,494 0 ____________ 762-537105 TNR Program 255 0 0 0 0 0 ____________ TOTAL City Assistance 19,118 33,813 56,213 47,880 65,494 0 Professional Services 762-541300 Other Consl/Prof Services 0 1,920 0 0 0 0 ____________ 762-541310 Contrct Svc-BlueBonnet-Cremat 637 1,197 800 477 800 0 ____________ 762-541700 Microchip Service 2,036 4,951 4,290 3,325 6,650 0 ____________ 762-541702 Spay & Neuter 18,107 20,000 0 0 0 0 ____________ TOTAL Professional Services 20,781 28,068 5,090 3,802 7,450 0 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 762-551100 Building Maintenance 14,286 85 0 0 0 0 ____________ 762-551400 Minor & Other Equip Maint 0 155 500 0 500 0 ____________ 762-551700 Abatement 330 0 0 0 0 0 ____________ 762-551810 Maintenance Agr. - Radios 2,080 1,920 2,400 1,440 2,080 0 ____________ TOTAL Maintenance Services 16,696 2,160 2,900 1,440 2,580 0 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 762-571000 Furniture & Fixtures 0 0 437 437 437 0 ____________ 762-571200 Vehicles & Access. Less $5,00 250 0 3,200 2,367 2,367 0 ____________ 762-571500 Equipment 1,505 3,450 2,241 2,241 2,241 0 ____________ 762-571600 Donation-Expense 20,889 0 0 0 0 0 ____________ 762-571700 Improvements under $5,000 174 510 0 0 0 0 ____________ 762-571800 Equipment Under $5,000 1,509 0 0 0 0 0 ____________ TOTAL Operating Equipment 24,327 3,960 5,878 5,046 5,045 0 Capital Outlay 762-581200 Vehicles & Access. Over $5,00 64,912 0 60,754 58,887 58,887 0 ____________ 762-581600 Donation Expense-Capital 0 0 0 20,103 20,103 0 ____________ 762-581800 Equipment Over $5,000 0 0 54,174 54,174 54,174 0 ____________ TOTAL Capital Outlay 64,912 0 114,928 133,164 133,164 0 ________________________________________________________________________________________________________________________________________ TOTAL ANIMAL SERVICES 529,980 499,493 699,825 591,603 701,233 0 XXXXXXXX 74 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 53 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 HEALTH EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ENVIRONMENTAL HEALTH ==================== Personnel Services 772-511110 Regular 91,681 0 0 0 0 0 ____________ 772-511120 Overtime 2,508 0 0 0 0 0 ____________ 772-511180 LTD 291 0 0 0 0 0 ____________ 772-511210 Longevity 1,974 0 0 0 0 0 ____________ 772-511220 Clothing Allowance 1,684 0 0 0 0 0 ____________ 772-511310 FICA - Employer 6,977 0 0 0 0 0 ____________ 772-511350 TMRS-Employer 14,210 0 0 0 0 0 ____________ 772-511410 Health-Employer 15,153 0 0 0 0 0 ____________ TOTAL Personnel Services 134,477 0 0 0 0 0 Supplies 772-521000 Operating Supplies 428 0 0 0 0 0 ____________ 772-521100 Office Supplies 372 0 0 0 0 0 ____________ TOTAL Supplies 800 0 0 0 0 0 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 772-534200 Printing & Binding 242 0 0 0 0 0 ____________ TOTAL Operations Support 242 0 0 0 0 0 Staff Support 772-535100 Uniforms 467 0 0 0 0 0 ____________ 772-535500 Training/Travel 3,463 0 0 0 0 0 ____________ TOTAL Staff Support 3,930 0 0 0 0 0 City Assistance 772-537800 Community Outreach 338 0 0 0 0 0 ____________ TOTAL City Assistance 338 0 0 0 0 0 Professional Services 772-541300 Other Consl/Prof Services 19,395 0 0 0 0 0 ____________ TOTAL Professional Services 19,395 0 0 0 0 0 Maintenance Services 772-551700 Abatement/Lot Cleaning 7,124 0 0 0 0 0 ____________ TOTAL Maintenance Services 7,124 0 0 0 0 0 XXXXXXXX 75 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 54 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 HEALTH EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 772-571000 Furniture & Fixtures 431 0 0 0 0 0 ____________ 772-571800 Equipment < $5,000 1,236 0 0 0 0 0 ____________ TOTAL Operating Equipment 1,667 0 0 0 0 0 Capital Outlay 772-581200 Vehicles & Access. > $5,000 31,807 0 0 0 0 0 ____________ TOTAL Capital Outlay 31,807 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL ENVIRONMENTAL HEALTH 199,779 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL HEALTH 729,759 499,493 699,825 591,603 701,233 0 XXXXXXXX 76 of 249 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. o Respond to 90% of City within 5 minutes from time of dispatch. o Pre-fire plan all commercial occupancies in the city once per year, and extra hazard occupancies twice per year. • Support and maintain a safe, healthy, well trained, and high performing work force. o Improve training opportunities and encourage involvement in specialized operations. o Build upon area-wide technical rescue, hazardous materials, and wildland strike teams. • Provide high quality medical first responder service as part of an integrated emergency medical service. o Encourage advanced medical training and certifications. o Support emergency medical operations through interdepartmental cooperation. • Become the community resource for life safety knowledge and information regarding Schertz Fire Rescue. o Semi-Annual inspects all schools and nursing homes. o Encourage public speaking for all firefighters. o Maintain safe construction and occupancy within the city through code enforcement. XXXXXXXX 77 of 249 FIRE RESCUE • Attract and maintain a qualified and diverse workforce. o Encourage diverse applicants through career fairs and public education. o Continue to apply for staffing grants through Department of Homeland Security. ORGANIZATIONAL CHART FIRE RESCUE 2018-19 2019-20 2020-21 Fire Chief 1 1 1 Assistant Chief 1 1 1 Emergency Management Coordinator 0 0 1 Fire Marshal 1 1 1 Deputy Fire Marshal 1 1 1 Battalion Chief 4 4 4 Lieutenant 9 9 9 Fire Apparatus Operator 9 9 9 Firefighter 18 18 18 Administrative Assistant 1 1 1 TOTAL POSITIONS 45 45 46 City Manager Assistant City Manager Fire Rescue XXXXXXXX 78 of 249 FIRE RESCUE PERFORMANCE INDICATORS Input 2018-19 Actual 2019-20 Estimate 2020-21 Budget Number of Commercial Occupancies 955 1018 1035 Total staffing 45 45 46 Suppression staffing 39 39 39 Prevention staffing 2 2 2 Support staffing (command/training/admin) 4 4 5 Number of fire stations 3 3 3 Number of full-time engine companies 3 3 3 Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Number of incidents 3,753 4,000 4,150 Unit Responses (# calls for all units responding to all emergencies) 5,257 5,730 5,900 Buildings preplan contacts Community Contact (citizen contact) 6,538 20,000 18,000 Fire Inspections Conducted 463 450 600 Plan Reviews Completed 205 260 260 Training Hours Provided 7,949 10,504 12,500 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Average Drive Time (Minutes) 5.51 5.45 5.40 % Drive Time < 4 Minutes 31% 32% 31% % of Buildings Preplanned 100% 100% 100% % Prevention Contacts 29% 29% 29% Inspections per Inspector 262/237 272/206 360/240 Training Hours/Employee 205 318 329 XXXXXXXX 79 of 249 FIRE RESCUE Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $4,611,501 $4,948,288 $5,249,151 Supplies 18,529 23,355 23,855 Utility Services 55,221 83,000 76,600 Operations Support 392 1,000 2,150 Staff Support 172,038 195,600 196,600 City Assistance 20,868 24,000 23,000 Professional Services 33,465 69,000 55,500 Maintenance Services 70,560 76,400 76,000 Other Costs 1,594 2,061 0 Rental/Leasing 25,581 10,600 13,500 Operating Equipment 100,193 167,046 143,000 Capital Outlay 177,855 188,706 291,000 Total $5,287,797 $5,789,056 $6,150,356 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 6.2% from the FY 2019-20 year end estimate from higher personnel costs to hire a new Emergency Management Coordinator to oversee the Emergency Operations Center during events, coordinate the update of emergency plans, and apply for applicable grants. Capital Outlay will increase to begin replacing handheld radios over 3 years. XXXXXXXX 80 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 35 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FIRE RESCUE =========== Personnel Services 257-511110 Regular 2,567,507 2,940,564 2,891,488 2,935,807 3,094,509 3,254,823 ____________ 257-511120 Overtime 430,940 380,812 440,000 210,314 400,000 425,000 ____________ 257-511180 LTD 8,160 8,758 8,432 2,149 2,149 9,552 ____________ 257-511210 Longevity 62,328 63,571 68,486 64,128 65,450 71,860 ____________ 257-511220 Clothing Allowance 12,720 13,524 13,316 12,744 14,000 13,478 ____________ 257-511230 Certification Allowance 41,755 43,670 47,336 35,405 42,000 47,597 ____________ 257-511310 FICA - Employer 231,811 263,091 263,396 237,338 276,620 289,985 ____________ 257-511350 TMRS-Employer 502,724 563,873 550,205 476,246 577,830 618,540 ____________ 257-511410 Health-Employer 313,707 309,147 400,802 413,756 453,962 489,772 ____________ 257-511500 Workers' Compensation 20,051 24,492 24,927 21,768 21,768 28,544 ____________ TOTAL Personnel Services 4,191,703 4,611,501 4,708,388 4,409,657 4,948,288 5,249,151 Supplies 257-521000 Operating Supplies 4,059 5,064 7,590 2,646 7,000 7,500 ____________ 257-521100 Office Supplies 1,976 2,574 3,200 1,909 3,200 3,200 ____________ 257-521200 Medical/Chem Supplies 5,266 9,324 11,003 7,851 10,955 10,955 ____________ 257-521300 Motor Veh. Supplies 37 136 1,000 469 1,000 1,000 ____________ 257-521600 Equip Maint Supplies 905 1,433 1,200 593 1,200 1,200 ____________ TOTAL Supplies 12,244 18,529 23,992 13,468 23,355 23,855 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 257-533100 Gas Utility Service 3,150 5,409 7,000 5,077 7,000 7,000 ____________ 257-533200 Electric Utility Service 9,393 9,685 25,000 16,025 20,000 25,000 ____________ 257-533320 Telephone/Air Cards 0 0 3,000 0 0 3,000 ____________ 257-533330 Telephone/Internet 1,023 142 0 0 0 0 ____________ 257-533410 Water Utility Service 1,821 1,347 21,800 18,505 18,000 3,600 ____________ 257-533500 Vehicle Fuel 33,643 38,638 38,000 27,730 38,000 38,000 ____________ TOTAL Utility Services 49,030 55,221 94,800 67,337 83,000 76,600 Operations Support 257-534100 Advertising 0 0 150 0 0 150 ____________ 257-534200 Printing & Binding 142 392 1,000 335 1,000 2,000 ____________ TOTAL Operations Support 142 392 1,150 335 1,000 2,150 Staff Support 257-535100 Uniforms 82,009 87,750 97,600 76,940 97,600 98,600 ____________ 257-535210 Employee Recognition-Morale 4,325 4,452 4,700 1,316 4,700 4,700 ____________ 257-535300 Memberships 2,643 3,058 3,500 3,307 3,500 3,500 ____________ 257-535400 Publications 1,966 1,854 3,500 1,472 3,500 2,300 ____________ 257-535500 Training/Travel 56,503 65,122 72,199 57,780 72,000 73,000 ____________ 257-535510 Meeting Expenses 3,499 2,907 4,388 2,198 4,300 4,500 ____________ 257-535600 Professional Certification 6,012 6,894 10,000 6,937 10,000 10,000 ____________ TOTAL Staff Support 156,958 172,038 195,887 149,951 195,600 196,600 XXXXXXXX 81 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 36 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 257-537800 Community Outreach 15,183 20,868 24,000 18,898 24,000 23,000 ____________ TOTAL City Assistance 15,183 20,868 24,000 18,898 24,000 23,000 Professional Services 257-541300 Other Professional Services 25,875 33,465 68,000 59,161 69,000 55,500 ____________ TOTAL Professional Services 25,875 33,465 68,000 59,161 69,000 55,500 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 257-551400 Minor & Other Equip Maint 54 284 2,500 882 15,000 2,500 ____________ 257-551800 Other maintenance agreement 20,001 20,964 31,012 19,006 31,400 43,500 ____________ 257-551810 Maintenance Agr. - Radios 14,040 13,100 15,000 10,080 15,000 15,000 ____________ 257-551900 Construction 24,873 36,213 15,000 6,408 15,000 15,000 ____________ TOTAL Maintenance Services 58,968 70,560 63,512 36,376 76,400 76,000 Other Costs 257-554200 Deployment-Reimb-TIFMAS 15,160 1,594 0 3,726 2,061 0 ____________ TOTAL Other Costs 15,160 1,594 0 3,726 2,061 0 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 257-561200 Lease/Purchase Payments 15,916 25,581 10,600 8,990 10,600 13,500 ____________ TOTAL Rental/Leasing 15,916 25,581 10,600 8,990 10,600 13,500 Operating Equipment 257-571000 Furniture & Fixtures 14,582 14,417 49,803 39,314 39,034 22,000 ____________ 257-571200 Vehicles & Access. LESS $5,00 5,544 7,995 8,000 7,114 8,125 10,000 ____________ 257-571300 Computer & Periphe. < $5000 14,545 13,907 19,787 18,829 19,750 18,000 ____________ 257-571310 Computer Software 1,278 6,417 8,000 7,167 8,000 15,000 ____________ 257-571400 Communication Equip LESS $500 4,054 11,964 17,937 11,153 17,937 18,000 ____________ 257-571600 Police/Fire/Medical Equipment 97,767 40,568 87,180 58,298 65,000 46,000 ____________ 257-571800 Equipment under $5,000 5,429 4,926 9,200 7,428 9,200 14,000 ____________ TOTAL Operating Equipment 143,199 100,193 199,907 149,302 167,046 143,000 Capital Outlay 257-581200 Vehicles & Access. Over $5,00 89,953 177,855 132,000 114,050 132,000 134,000 ____________ 257-581400 Communication Equip Over $500 0 0 25,388 25,388 25,388 135,000 ____________ 257-581600 Donation-Expense 24,864 0 0 15,318 15,318 0 ____________ 257-581800 Equipment Over $5,000 7,000 0 16,000 14,957 16,000 22,000 ____________ TOTAL Capital Outlay 121,817 177,855 173,388 169,712 188,706 291,000 ________________________________________________________________________________________________________________________________________ TOTAL FIRE RESCUE 4,806,193 5,287,798 5,563,624 5,086,913 5,789,056 6,150,356 XXXXXXXX 82 of 249 DEPARTMENT: PLANNING AND COMMUNITY DEVELOPMENT DIVISION: 258 BUILDING INSPECTIONS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Building Inspections Division assists customers seeking permits and inspections for various residential and commercial construction projects. The Division is responsible for maintaining health, safety, and welfare through professional review of building plans, permits and performing inspections to ensure consistency of the City’s adopted building codes and ordinances. Staff works closely with citizens, contractors, builders, developers, and other City Departments to assist in creating an attractive and safe community. GOALS AND OBJECTIVES • Implement new permitting/planning/Code Enforcement software to provide increased customer service, transparency, and efficiency on all development projects. • 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 (SharePoint, WebQA, and permitting software City View) which will streamline the process and provide the applicant with on- line access to projects. • Continue to provide and improve upon a high level of professional services to the varied stakeholders served, including builders, developers, landowners, neighborhood groups, business owners, appointed officials and Council members, and citizens of the community. XXXXXXXX 83 of 249 INSPECTIONS • Promote continuous staff development and cross training to improve efficiency and customer service by increasing the technical knowledge of staff. • Continue to expand efforts for community education of Building Safety through the City of Schertz Building Safety Month activities. • Review, adopt and implement new Building Codes in order to ensure the health and safety of Schertz residents. ACCOMPLISHMENTS • Inspections staff obtained various International Code Council (ICC) and Texas State Board of Plumbing Examiners Inspector. • Attended various continuing education classes virtually related to building code regulations, the Master Exam Prep Class for Plumbing, Coaching and Teambuilding Skills for Managers and Supervisors, ADA Accessibility Training, various webinars for inspector training, and training to maintain active Plumbing Licenses and Master Electrical Licenses. • Continually improved upon the customer service with the addition of some graphic brochures for permitting, carports, sheds, etc. • Continued the yearly program to raise awareness for Building Safety Month which included safety tips on the City social media site and an article in the Schertz Magazine. • Successfully continued with the digital plan and permit submittal and review process by utilizing SharePoint and WebQA to increase efficiency and customer service and added organization to provide for internal improvements. • Continually reviewed and improved the online inspection request system based on customer input to improve communication with customers. • Continued the monthly contractor meetings and quarterly meetings with the Greater San Antonio Builders Association (GSABA) to foster partnerships with the building community. • Increased focus on continued training for staff. XXXXXXXX 84 of 249 INSPECTIONS ORGANIZATIONAL CHART INSPECTIONS 2018-19 2019-20 2020-21 Dir. of Planning & Comm. Dev. 1 1 1 Executive Assistant 1 1 1 Chief Building Official 1 1 1 Plans Examiner 1 1 1 Building Inspector 3 5 5 Permit Technician 2 2 2 Development Specialists* 0 1 1 TOTAL POSITIONS 9 12 12 *Split with Utility Billing PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget New Residential Construction 338 360 360 New Commercial Construction 19 26 26 Reroof Permits 903 850 850 Accessory/Temporary Building Permits 49 25 25 Deck/Patio Permits 83 60 60 Sign Permits 102 100 100 Other Permits 2986 3000 3000 Mechanical Permits 1116 900 900 City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections XXXXXXXX 85 of 249 INSPECTIONS Electric Permits 918 800 800 Plumbing Permits 1389 1000 1000 Total Permit/License/Fee Revenue $2,279,822 $2,547,756 $2,547,756 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget Standard Inspections (i.e. framing) and Re-Inspections 13,338 15,000 15,000 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $802,083 $816,684 $897,110 Supplies 2,897 5,378 5,076 Utility Services 6,047 6,000 8,400 Operations Support 1,206 2,400 1,000 Staff Support 25,975 41,261 41,261 Professional Services 69,720 70,000 70,000 Operating Equipment 2,841 600 650 Capital Outlay 52,087 29,000 0 Total $962,856 $971,323 $1,023,497 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 5.4% from the FY 2019-20 year end estimate with the implementation of the classification and compensation recommendation. XXXXXXXX 86 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 37 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ INSPECTIONS =========== Personnel Services 258-511110 Regular 420,670 568,258 567,480 533,892 569,659 608,575 ____________ 258-511120 Overtime 27,467 14,090 17,460 5,984 18,000 15,212 ____________ 258-511180 LTD 1,300 1,611 1,759 438 438 1,887 ____________ 258-511210 Longevity 7,295 8,672 13,952 11,849 11,849 12,809 ____________ 258-511230 Certification Allowance 0 182 291 277 300 288 ____________ 258-511310 FICA - Employer 33,516 44,918 45,805 40,640 43,265 48,682 ____________ 258-511350 TMRS-Employer 73,523 95,749 95,683 79,638 89,331 103,840 ____________ 258-511410 Health-Employer 64,366 67,260 97,084 83,756 82,507 104,162 ____________ 258-511500 Workers' Compensation 1,081 1,342 1,529 1,335 1,335 1,655 ____________ TOTAL Personnel Services 629,218 802,083 841,043 757,809 816,684 897,110 Supplies 258-521000 Operating Supplies 1,056 1,287 1,614 597 1,614 1,600 ____________ 258-521100 Office Supplies 1,399 1,378 1,890 756 2,400 2,400 ____________ 258-521300 Motor Vehicle Supplies 72 159 864 151 864 576 ____________ 258-521600 Equip Maint Supplies 22 73 500 0 500 500 ____________ TOTAL Supplies 2,549 2,897 4,868 1,503 5,378 5,076 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 258-533500 Vehicle Fuel 4,461 6,047 9,720 4,018 6,000 8,400 ____________ TOTAL Utility Services 4,461 6,047 9,720 4,018 6,000 8,400 Operations Support 258-534200 Printing & Binding 1,781 1,206 2,400 155 2,400 1,000 ____________ TOTAL Operations Support 1,781 1,206 2,400 155 2,400 1,000 Staff Support 258-535100 Uniforms 4,857 5,306 8,690 2,738 8,690 8,690 ____________ 258-535300 Memberships 259 318 745 388 745 745 ____________ 258-535400 Publications 1,589 1,345 2,298 93 2,298 2,298 ____________ 258-535500 Training/Travel Staff 9,942 16,133 23,341 7,794 23,341 23,341 ____________ 258-535510 Meeting Expenses 666 830 2,100 430 2,100 2,100 ____________ 258-535600 Professional Certification 1,941 2,042 4,087 874 4,087 4,087 ____________ TOTAL Staff Support 19,254 25,975 41,261 12,316 41,261 41,261 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ XXXXXXXX 87 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 38 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 258-541300 Other Consl/Prof Services 260,540 69,720 70,000 13,225 70,000 70,000 ____________ TOTAL Professional Services 260,540 69,720 70,000 13,225 70,000 70,000 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 258-571000 Furniture & Fixtures 5,391 903 1,110 553 600 650 ____________ 258-571200 Vehicles&Access. LESS $5,000 0 1,938 0 0 0 0 ____________ TOTAL Operating Equipment 5,391 2,841 1,110 553 600 650 Capital Outlay 258-581200 Vehicles & Access. Over $5,00 0 52,087 29,000 0 29,000 0 ____________ TOTAL Capital Outlay 0 52,087 29,000 0 29,000 0 ________________________________________________________________________________________________________________________________________ TOTAL INSPECTIONS 923,193 962,856 999,402 789,580 971,323 1,023,497 XXXXXXXX 88 of 249 DEPARTMENT: PUBLIC WORKS DIVISION: 359 STREETS FUND: 101 GENERAL FUND 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. 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. XXXXXXXX 89 of 249 PUBLIC WORKS-STREETS ORGANIZATIONAL CHART STREETS 2018-19 2019-20 2020-21 Public Works Manager Streets/Drainage 1 1 1 Street Supervisor 1 1 1 Foreman 1 1 1 Street Worker II 5 6 6 Street Worker I 6 8 8 TOTAL POSITIONS 14 17 17 PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Street Sweeping hours 1252 1284 1512 Number of signs produced 975 992 1000 Quantity of asphalt purchased (tons) 248 350 400 Special projects (Hours) 131 900 800 Street centerline miles 163 165 167 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Annual cost to operate street sweepers (operators and fuel) 118,450 122,003 125,663 Cost per ton of asphalt 45 45 45 Approved daily budget expenditures for operation 4,561 4,447 4323 City Manager Executive Director Operations Public Works Streets Water & Sewer Drainage XXXXXXXX 90 of 249 PUBLIC WORKS-STREETS Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget Hours spent on roadway maintenance 2340 2380 2600 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $725,346 $764,448 $933,250 Supplies 92,910 118,900 117,950 City Support 0 2,000 0 Utility Services 184,414 174,600 176,000 Staff Support 17,397 15,338 21,120 Professional Services 6,345 15,000 18,000 Maintenance Services 40,561 331,869 285,500 Rental/Leasing 5,043 5,000 6,000 Operating Equipment 41,318 3,400 9,800 Capital Outlay 188,545 342,125 0 Total $1,301,880 $1,772,801 $1,567,620 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will decrease 11.6% from the FY 2019-20 year end estimate. Increases in personnel expenditures related to the classification and compensation study implementation is offset with fewer capital purchases planned in FY 2020-21. XXXXXXXX 91 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 41 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ STREETS ======= Personnel Services 359-511110 Regular 507,802 491,977 570,015 437,946 495,927 602,025 ____________ 359-511120 Overtime 5,124 6,032 6,305 7,733 9,200 6,240 ____________ 359-511180 LTD 1,601 1,478 1,767 389 389 1,866 ____________ 359-511210 Longevity 15,381 16,927 17,138 16,786 16,786 19,162 ____________ 359-511230 Certification Allowance 2,389 2,112 2,910 1,569 2,000 2,880 ____________ 359-511310 FICA - Employer 40,314 40,391 45,206 34,739 40,070 47,776 ____________ 359-511350 TMRS-Employer 85,636 83,788 95,097 67,434 83,702 102,467 ____________ 359-511410 Health-Employer 101,200 66,618 121,404 89,008 100,817 131,464 ____________ 359-511500 Workers' Compensation 13,958 16,024 17,954 15,678 15,678 19,370 ____________ TOTAL Personnel Services 773,404 725,346 877,796 671,283 764,569 933,250 Supplies 359-521000 Operating Supplies 2,342 2,515 3,250 2,199 3,500 3,750 ____________ 359-521050 Operating Supplies-Sign 19,967 16,691 52,300 36,582 35,000 30,000 ____________ 359-521055 Operating Supplies-StreetMain 56,259 71,658 65,200 48,768 77,200 80,000 ____________ 359-521100 Office Supplies 295 350 400 328 400 400 ____________ 359-521200 Medical/Chem Supplies 1,000 465 1,000 510 1,000 2,000 ____________ 359-521300 Motor Veh. Supplies 995 1,232 1,800 1,108 1,800 1,800 ____________ TOTAL Supplies 80,858 92,910 123,950 89,495 118,900 117,950 City Support Services 359-532800 EMPLOYEE APPRECIATION EVENTS 0 0 2,500 1,229 2,000 0 ____________ TOTAL City Support Services 0 0 2,500 1,229 2,000 0 Utility Services 359-533200 Electric Utility Service 135,545 140,869 140,000 123,407 142,000 140,000 ____________ 359-533210 Utilities - Poles 0 4,440 0 0 0 0 ____________ 359-533410 Water Utility Service 559 473 0 487 600 0 ____________ 359-533500 Vehicle Fuel 36,954 38,631 35,000 28,092 32,000 36,000 ____________ TOTAL Utility Services 173,057 184,414 175,000 151,986 174,600 176,000 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 359-535100 Uniforms 8,351 13,338 12,000 11,383 12,000 13,500 ____________ 359-535300 Memberships 0 149 0 0 0 0 ____________ 359-535500 Training/Travel 1,423 3,023 2,100 2,084 2,138 5,000 ____________ 359-535510 Meeting Expenses 495 726 1,200 541 700 1,200 ____________ 359-535600 Professional Certification 227 161 20 0 500 1,420 ____________ TOTAL Staff Support 10,496 17,397 15,320 14,008 15,338 21,120 XXXXXXXX 92 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 42 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 359-541310 Contractual Services 18,193 6,345 9,800 9,765 15,000 18,000 ____________ TOTAL Professional Services 18,193 6,345 9,800 9,765 15,000 18,000 Maintenance Services 359-551400 Minor & Other Equip Maint 0 320 500 0 500 500 ____________ 359-551600 Outsourced Street Maintenance 70,181 40,241 331,369 142,252 331,369 285,000 ____________ TOTAL Maintenance Services 70,181 40,561 331,869 142,252 331,869 285,500 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 359-561100 Rental-Equipment 3,201 5,043 3,200 1,900 5,000 6,000 ____________ TOTAL Rental/Leasing 3,201 5,043 3,200 1,900 5,000 6,000 Operating Equipment 359-571000 Furniture & Fixtures 300 0 300 0 0 300 ____________ 359-571200 Vehicles & Access under $5,00 1,166 0 0 0 0 5,000 ____________ 359-571800 Equipment under $5,000 5,196 41,318 1,400 1,201 3,400 4,500 ____________ TOTAL Operating Equipment 6,662 41,318 1,700 1,201 3,400 9,800 Capital Outlay 359-581200 Vehicles & Access. Over $5,00 7,475 156,398 282,125 250,025 282,125 0 ____________ 359-581750 Street Crossing Improvements 25,818 0 60,000 10,449 60,000 0 ____________ 359-581800 Equipment Over $5,000 60,860 32,147 0 0 0 0 ____________ TOTAL Capital Outlay 94,153 188,545 342,125 260,474 342,125 0 ________________________________________________________________________________________________________________________________________ TOTAL STREETS 1,230,206 1,301,880 1,883,260 1,343,593 1,772,801 1,567,620 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 1,230,206 1,301,880 1,883,260 1,343,593 1,772,801 1,567,620 XXXXXXXX 93 of 249 DEPARTMENT: 460 PARKS, RECREATION AND COMMUNITY SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Parks, Recreation, and Community Services department oversees the maintenance and management of approximately 400 acres of park land , to include the maintenance of municipal facilities, creek ways, swimming pools, park irrigation systems, trails, restrooms, pavilions, open space, playground equipment, benches, picnic tables, lighting, mowing contracts oversight, campus formal bed maintenance contracts, and oversight of athletic field maintenance by sports associations (Buffalo Valley Youth Association and Schertz Youth Soccer Alliance). It conducts community-wide tree planting and beautification programs. Acquires, designs, constructs, and renovates existing and additional park land and facilities. It provides citizen input and communication venues utilizing the Parks and Recreation Advisory Board, community surveys, and community meetings. It plans and implements over 50 special events, recreation programs, and parades. The Director of Parks, Recreation, and Community Services oversees the budgets for Parks, Swimming Pools, Tree Mitigation, Parkland Dedication, and the Special Events Fund. In addition, the Director oversees and manages t he contracts with the YMCA of Greater San Antonio for the staffing and programming of the Recreation Center, the Schertz Area Senior Center, the Schertz Aquatics Center, and the outdoor pools at Pickrell Park and Wendy Swan Memorial Park. GOALS AND OBJECTIVES • Continue to develop a system of parks, open space, recreational facilities, and leisure services that will meet the needs of an expanding community. • Implement the on-going Parks and Open Space Master Plan recommendations and priorities to keep pace with the needs of an expanding community. • Continue the development of trails and greenbelts to improve connectivity among parks, neighborhoods, churches, schools, public facilities , and municipal buildings. • Provide recreational and leisure opportunities to City of Schertz residents of all ages through the provision of high quality parks and recreational facilities, swimming pools, and senior center. XXXXXXXX 94 of 249 PARKS, RECREATION AND COMMUNITY SERVICES • Continue to expand our internal, recreation services progra m through our Music & Movies in the Park series, restructuring of our established special events, and introduction of more adult-oriented sports opportunities. • Continue to expand our nature park educational opportunities through more organized, structured site tours and programming accomplished through partnerships with the Friends of Crescent Bend Nature Park, members of the local birding community, and the local school district (SCUCISD). ORGANIZATIONAL CHART PARKS, RECREATION & COMMUNITY SERVICES 2018-19 2019-20 2020-21 Director of Parks, Recreation & Community Services 1 1 1 Administrative Assistant 1 1 1 Parks Manager 1 1 1 Park Maintenance Crew Supervisor 1 1 1 Park Maintenance Technician I 4 5 5 Park Worker I, Part Time 1 1 1 Seasonal Park Workers 1 1 1 Events Manager 1 1 1 Events Specialist 1 1 1 TOTAL POSITIONS 12 13 13 City Manager Assistant City Manager Parks, Recreation, and Community Services Pools XXXXXXXX 95 of 249 PARKS, RECREATION AND COMMUNITY SERVICES PERFORMANCE INDICATORS Workload/Outputs 2018-19 Actual 2019-20 Estimate 2020-21 Budget Total Acres of Park Land Managed 401.11 401.11 401.11 Total Acres of City Campuses Managed 48.68 52.37 Total Acres of Land Managed Per FTE 89.96 89.96 75.58 Total Miles of Trails Managed 25 25 Special Events, Programs & Parades 50 50 50 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Acres of Contractual Mowing 119.40 119.40 123.09 Acres of Athletic Association Maintenance 70.02 70.02 70.02 Hours of Volunteer Service 800 500 500 Hours of Athletic Association Service 1,200 1,200 1,200 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget Cost Benefit for Athletic Association Field Maintenance $550,000 $550,000 $550,000 Cost Benefit for Volunteer Hours $12,000 $7,500 $7,500 Special Events Attendance 30,000 15,000 15,000 Youth Sports Registrations (BVYA & SYSA) 3,800 3,800 1,900 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $568,334 $599,005 $711,570 Supplies 68,853 99,425 99,350 City Support Services 20,808 105,934 86,500 Utility Services 225,783 246,500 246,000 Operations Support 1,847 1,530 2,000 Staff Support 17,338 15,240 19,670 Professional Services 151,897 137,500 137,500 Maintenance Services 11,688 99,164 24,000 Rental/Leasing 13,630 10,000 10,000 XXXXXXXX 96 of 249 PARKS, RECREATION AND COMMUNITY SERVICES Operating Equipment 93,040 66,829 65,000 Capital Outlay 310,419 176,408 185,000 Total $1,483,637 $1,557,535 $1,586,590 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 1.9% from the FY 2019-20 year end estimate with the classification and compensation study recommendation which is partially offset with less maintenance with the completion of the Senior Center Parking lot renovation. XXXXXXXX 97 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 43 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PARKS & RECREATION EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKS ===== Personnel Services 460-511110 Regular 301,260 384,802 433,586 370,081 391,154 470,136 ____________ 460-511120 Overtime 16,047 17,549 14,793 13,009 17,800 16,448 ____________ 460-511180 LTD 885 1,106 1,326 237 237 1,439 ____________ 460-511210 Longevity 6,669 9,832 4,022 3,157 2,900 3,608 ____________ 460-511230 Certification Allowance 2,908 3,485 6,984 1,227 1,768 6,912 ____________ 460-511310 FICA - Employer 24,030 31,366 35,142 28,502 31,653 38,017 ____________ 460-511350 TMRS-Employer 52,016 66,696 72,479 54,964 66,083 80,121 ____________ 460-511410 Health-Employer 51,281 49,453 83,806 65,660 83,982 90,565 ____________ 460-511500 Workers' Compensation 3,379 4,045 3,926 3,428 3,428 4,324 ____________ TOTAL Personnel Services 458,475 568,334 656,064 540,265 599,005 711,570 Supplies 460-521000 Operating Supplies 41,419 29,117 31,671 30,990 34,250 34,250 ____________ 460-521100 Office Supplies 430 1,330 1,000 1,510 1,550 1,500 ____________ 460-521200 Medical/Chem Supplies 2,502 1,348 2,600 2,125 2,500 2,600 ____________ 460-521300 Motor Vehicle Supplies 256 29 500 514 550 500 ____________ 460-521310 Landscaping Supplies-Parks 21,397 15,071 25,500 13,439 25,500 25,500 ____________ 460-521315 Landscaping Supplies-Campus 943 17,107 30,500 17,979 30,500 30,500 ____________ 460-521400 Plumbing Supplies 4,221 4,277 4,000 2,612 4,000 4,000 ____________ 460-521610 Building Maintenance Supplies 619 575 500 99 575 500 ____________ TOTAL Supplies 71,788 68,853 96,271 69,267 99,425 99,350 City Support Services 460-532601 Holidazzle 0 0 25,559 25,559 25,559 26,000 ____________ 460-532604 4th of July Jubilee 0 0 26,000 12,316 26,000 26,000 ____________ 460-532607 National Night Out 0 0 500 0 0 0 ____________ 460-532619 Schertz Sweetheart 0 0 10,941 2,583 2,500 10,000 ____________ 460-532620 Sweetheart Scholarships 0 0 4,000 4,000 4,000 4,000 ____________ 460-532626 Other Events 0 0 37,125 11,501 37,500 6,500 ____________ 460-532629 MOVING ON MAIN 0 0 375 375 375 4,000 ____________ 460-532800 Music, Movies in the Park 10,437 20,808 10,000 2,295 10,000 10,000 ____________ TOTAL City Support Services 10,437 20,808 114,500 58,629 105,934 86,500 Utility Services 460-533200 Electric Utility Service 73,034 67,279 76,000 51,577 76,000 76,000 ____________ 460-533310 Telephone/Cell Phones 28 0 0 0 0 0 ____________ 460-533410 Water Utility Service 171,163 147,692 160,000 130,853 160,000 160,000 ____________ 460-533500 Vehicle Fuel 11,804 10,812 8,500 7,725 10,500 10,000 ____________ TOTAL Utility Services 256,028 225,783 244,500 190,155 246,500 246,000 XXXXXXXX 98 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 44 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PARKS & RECREATION EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 460-534100 Advertising 999 1,847 1,000 1,038 1,000 1,000 ____________ 460-534800 Temporary Empl. Services 0 0 105 106 530 1,000 ____________ TOTAL Operations Support 999 1,847 1,105 1,144 1,530 2,000 Staff Support 460-535100 Uniforms 3,853 7,244 7,195 6,328 6,750 7,195 ____________ 460-535300 Memberships 201 2,015 1,625 1,657 1,750 1,625 ____________ 460-535500 Training/Travel 3,830 6,897 10,000 5,266 5,890 10,000 ____________ 460-535510 Meeting Expenses 316 1,182 850 571 850 850 ____________ TOTAL Staff Support 8,200 17,338 19,670 13,823 15,240 19,670 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 460-541300 Other Consl/Prof Services 1,646 8,571 7,500 1,868 6,000 6,000 ____________ 460-541310 Contract Services 114,246 143,326 131,500 106,996 131,500 131,500 ____________ TOTAL Professional Services 115,892 151,897 139,000 108,863 137,500 137,500 Maintenance Services 460-551100 Building Maintenance 1,078 479 2,500 1,460 1,500 2,500 ____________ 460-551400 Minor & Other Equip Maint 5,418 4,336 5,000 2,745 2,700 5,000 ____________ 460-551600 Street Maintenance Materials 0 0 60,000 0 60,000 10,000 ____________ 460-551618 Veteran's Memorial Maint. 2,316 761 29,878 29,964 29,964 1,500 ____________ 460-551710 Landscaping 4,906 6,113 5,000 4,838 5,000 5,000 ____________ TOTAL Maintenance Services 13,718 11,688 102,378 39,006 99,164 24,000 Rental/Leasing 460-561100 Rental-Equipment 2,321 13,630 8,015 8,858 10,000 10,000 ____________ 460-561200 Lease Payments - Principal 27,172 0 0 0 0 0 ____________ TOTAL Rental/Leasing 29,494 13,630 8,015 8,858 10,000 10,000 Operating Equipment 460-571000 Furniture & Fixtures 2,574 783 1,829 1,829 1,829 0 ____________ 460-571600 Donation-Expense 13,970 0 0 0 0 0 ____________ 460-571700 Improvements under $5,000 0 71,718 48,500 44,657 50,000 50,000 ____________ 460-571800 Equipment under $5,000 7,523 20,539 15,000 12,124 15,000 15,000 ____________ TOTAL Operating Equipment 24,067 93,040 65,329 58,609 66,829 65,000 Capital Outlay 460-581200 Vehicles & Access. Over $5,00 0 133,974 0 0 0 0 ____________ 460-581700 Improvements Over $5,000 0 153,733 128,196 34,246 131,631 140,000 ____________ 460-581800 Equipment Over $5,000 70,408 22,712 45,000 36,514 44,777 45,000 ____________ TOTAL Capital Outlay 70,408 310,419 173,196 70,761 176,408 185,000 ________________________________________________________________________________________________________________________________________ TOTAL PARKS 1,059,505 1,483,637 1,620,028 1,159,378 1,557,535 1,586,590 XXXXXXXX 99 of 249 DEPARTMENT: PARKS, RECREATION, AND COMMUNITY SERVICES DIVISION: 463 POOLS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The management and maintenance of two (2) outdoor pools including the maintenance of swimming facilities, pumping systems, and related aquatic programs designed to encourage safe use and professional management of these facilities. Provide contractual oversight of the management, programming, and maintenance of the Schertz Aquatics Center. Provide citizen input and communication venues utilizing the Parks and Recreation Advisory Board, surveys, and community meetings. GOALS AND OBJECTIVES • Maintain and develop aquatic programs designed to educate our citizens and to meet the needs of our expanding community. • Maintain a high quality of pool maintenance while providing excellent aquatic recreation and leisure service programs. • Incorporate management oversight of the Schertz Aquatics Center in order to expand the availability of recreational and health/well-being programming and provide year-round access to same. XXXXXXXX 100 of 249 POOL ORGANIZATIONAL CHART PERFORMANCE INDICATORS Workload/Outputs 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue per year Outdoor Pools $26,410 $13,190 $29,000 Days open per year Outdoor Pools 71 61 71 Daily Admissions Wendy Swan Pool $3,619 0 $4,000 Total Attendance Wendy Swan Pool 2,249 0 2,500 Daily Admissions Pickrell Pool $18,517 $11,800 $20,000 Total Attendance Pickrell Pool 10,104 6,500 10,500 Season Pool Pass Sales $4,274 $1,390 $5,000 Total Attendance Schertz Aquatics Ctr 78,000 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Cost per resident for Pool Operations $14.41 $14.25 $14.25 *Cost per resident with the new Schertz Aquatics Center City Manager Assistant City Manager Parks, Recreation, and Community Services Pools XXXXXXXX 101 of 249 POOL Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Supplies $15,344 $25,500 $25,500 Utility Services 27,256 28,000 16,500 Professional Services 2,993 0 0 Maintenance Services 519,889 434,158 527,878 Operating Equipment 2,125 0 0 Total $567,606 $484,658 $569,878 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 17.6% from the FY 2019-20 year end estimate in anticipation of opening both pools in summer of 2021. XXXXXXXX 102 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 45 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PARKS & RECREATION EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SWIM POOL ========= Personnel Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Supplies 463-521000 Operating Supplies 3,850 2,271 4,500 3,588 4,500 4,500 ____________ 463-521200 Chem/Med/Lab Supplies 16,070 13,033 18,000 9,198 18,000 18,000 ____________ 463-521600 Equip Maint Supplies 570 40 0 0 0 3,000 ____________ TOTAL Supplies 20,490 15,344 22,500 12,786 22,500 25,500 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 463-533200 Electric Utility Service 11,354 17,482 10,000 13,413 16,000 10,000 ____________ 463-533410 Water Utility Service 16,481 9,773 6,500 2,714 12,000 6,500 ____________ TOTAL Utility Services 27,835 27,256 16,500 16,127 28,000 16,500 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 463-541300 Other Consl/Prof Services 0 2,993 0 0 0 0 ____________ TOTAL Professional Services 0 2,993 0 0 0 0 Maintenance Services 463-551100 Building Maintenance 0 0 0 95 0 0 ____________ 463-551400 Minor & Other Equip Maint 14,143 12,385 13,000 16,657 16,657 10,000 ____________ 463-551700 Contract Maintenance 515,073 507,504 517,878 389,207 417,501 517,878 ____________ TOTAL Maintenance Services 529,217 519,889 530,878 405,959 434,158 527,878 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 463-571000 Furniture & Fixtures 1,032 2,125 0 0 0 0 ____________ TOTAL Operating Equipment 1,032 2,125 0 0 0 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL SWIM POOL 578,573 567,606 569,878 434,871 484,658 569,878 XXXXXXXX 103 of 249 DEPARTMENT: PUBLIC AFFAIRS DIVISION: 464 EVENT FACILITIES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Under the umbrella of Public Affairs, Event Facilities provides a place where guests can celebrate life events such as social or cultural activities. The Event Facilities are centrally located in Schertz for businesses and other organizations to hold meetings, training, and/or other specialized events. This department handles all aspects of event rental, and in cooperation with other department’s plans, coordinates and executes each event from start to finish (initial deposit to event feedback). GOALS AND OBJECTIVES • Promotes community involvement by attracting public events such as fundraisers, tradeshows/conventions, and performing arts events. • Promotes high quality of life for residents and other customers by providing an affordable, friendly, and safe gathering place for special events. • Promotes relationships with surrounding cities, businesses, organizations, and citizens by offering audio/video capabilities and attractive, flexible and diverse use of venue space through upgrades in technology a nd building improvements. XXXXXXXX 104 of 249 EVENT FACILITIES ORGANIZATIONAL CHART EVENT FACILITIES 2018-19 2019-20 2020-21 Civic Center Manager 1 1 1 Civic and Community Centers Coordinator 1 1 1 Event Attendant 3 2 2 P/T Event Attendant 1 2 2 TOTAL POSITIONS 6 6 6 PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Workload/Output Actual Estimate Budget Number of events booked 1,019 700 850 Number of events cancelled 30 182 100 Number of facility tours 256 400 400 Number of web inquiries answered 152 225 250 2018-19 2019-20 2020-21 Efficiency Actual Estimate Budget Revenue 302,516 185,000 200,000 Comp’d Value 41,577 30,000 35,000 City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities XXXXXXXX 105 of 249 EVENT FACILITIES 2018-19 2019-20 2020-21 Effectiveness Actual Estimate Budget Tradeshows/conventions 13 12 13 Customer satisfaction Rating 95% 100% 100% 2017-18 2018-19 2019-20 Budget Actual Estimate Budget Personnel Services $239,440 $268,222 $286,964 Supplies 3,246 5,740 6,150 Utility Services 40,823 46,800 47,650 Operations Support 10,368 6,172 12,358 Staff Support 3,057 3,479 4,925 Maintenance Services 0 12,000 13,000 Operating Equipment 26,307 12,500 22,000 Total $323,240 $354,913 $393,047 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 10.7% from the FY 2019-20 year end estimate due to full staffing and the purchase of replacement equipment. XXXXXXXX 106 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 46 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PARKS & RECREATION EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ EVENT FACILITIES ================ Personnel Services 464-511110 Regular 33,609 174,298 193,177 179,104 195,839 198,508 ____________ 464-511120 Overtime 76 3,271 5,000 1,022 1,000 3,352 ____________ 464-511180 LTD 94 450 478 115 115 494 ____________ 464-511210 Longevity 10 2,805 3,668 3,321 3,321 4,185 ____________ 464-511310 FICA - Employer 2,578 14,052 15,430 13,883 15,133 15,752 ____________ 464-511350 TMRS-Employer 5,433 29,225 32,231 26,989 30,185 33,599 ____________ 464-511410 Health-Employer 6,523 15,085 28,803 20,452 22,413 30,822 ____________ 464-511500 Workers' Compensation 47 253 247 216 216 252 ____________ TOTAL Personnel Services 48,371 239,440 279,034 245,101 268,222 286,964 Supplies 464-521000 Operating Supplies 3,351 2,477 4,832 2,518 4,800 5,000 ____________ 464-521050 Ancillary Products 65 235 450 240 240 450 ____________ 464-521100 Office Supplies 351 534 700 366 700 700 ____________ TOTAL Supplies 3,766 3,246 5,982 3,124 5,740 6,150 Utility Services 464-533100 Gas Utility Service 804 709 850 521 800 850 ____________ 464-533200 Electric Utility Service 36,939 34,033 40,000 21,366 38,000 40,000 ____________ 464-533330 Telephone/Internet 1,302 0 0 0 0 0 ____________ 464-533410 Water Utility Service 5,807 6,081 5,800 6,384 8,000 6,800 ____________ TOTAL Utility Services 44,852 40,823 46,650 28,271 46,800 47,650 Operations Support 464-534100 Advertising 4,320 1,908 5,100 1,046 1,100 6,100 ____________ 464-534200 Printing & Binding 29 968 2,150 0 1,000 1,150 ____________ 464-534550 Business Meetings/Networking 15 431 108 72 72 108 ____________ 464-534800 Temporary Empl. Services 11,371 7,061 5,000 215 4,000 5,000 ____________ TOTAL Operations Support 15,735 10,368 12,358 1,332 6,172 12,358 Staff Support 464-535100 Uniforms 45 744 2,000 957 1,100 1,500 ____________ 464-535300 Memberships 190 201 275 202 210 275 ____________ 464-535500 Training/Travel 307 2,112 3,050 2,006 2,000 2,950 ____________ 464-535510 Meeting Expenses 0 0 169 169 169 200 ____________ TOTAL Staff Support 542 3,057 5,494 3,333 3,479 4,925 Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ XXXXXXXX 107 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 47 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 PARKS & RECREATION EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 464-551800 Other Maintenance Agreements 0 0 13,000 5,477 12,000 13,000 ____________ TOTAL Maintenance Services 0 0 13,000 5,477 12,000 13,000 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 464-571000 Furniture and Fixtures < $500 941 6,906 2,500 875 2,500 0 ____________ 464-571500 Operating Equipment <$5,000 10,199 19,401 13,000 ( 3,453) 10,000 12,000 ____________ 464-571550 Capital Recovery Equipment 1,032 0 10,000 0 0 10,000 ____________ TOTAL Operating Equipment 12,172 26,307 25,500 ( 2,579) 12,500 22,000 Capital Outlay 464-581800 Equipment Over $5,000 0 0 7,000 0 0 0 ____________ TOTAL Capital Outlay 0 0 7,000 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EVENT FACILITIES 125,438 323,241 395,017 284,060 354,913 393,047 XXXXXXXX 108 of 249 DEPARTMENT: 665 LIBRARY FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz Public Library: • Supports life-long learning, literacy and recreation by developing and maintaining a wide variety of library materials in print, audiovisual and digital formats for users of all ages; • Encourages the love of reading and learning by providing story time, special event programs, and various other literacy-based programs for infants, children and teens; • Enriches the lives of adults by providing instructional and recreational programming in high-interest areas such as Internet usage, computer software, e- readers and other personal digital devices, health and fitness, financial planning, crafts, and book clubs; • Provides public access to technology including computers, the Internet, wi-fi and printers, as well as to online employment, business and educational resources; • Provides answers and information to telephone, email, online chat, and in-person queries; • Provides meeting and study space to individuals and community groups; • Provides community outreach for underserved local residents through special programs, and • Actively cooperates and interacts with other libraries in the region to share ideas and stay current in library practices. The library participates in CTLS, Inc. (Connecting Texas Libraries Statewide), a non-profit corporation that sponsors continuing education programs for library staff and encourages library usage and support by Texas residents. The library’s primary service area includes the City of Schertz, the City of Selma, the City of Cibolo and Guadalupe County. 2020-21 GOALS • Continue improving the collection and acceptable items-to-customer ratio by adding titles in a variety of formats. Focus will continue to be on collections with high turnover rates, e.g., bestsellers, DVDs, graphic novels, beginning readers, etc., with an additional focus on providing materials on the topics of diversity, equity and inclusion. XXXXXXXX 109 of 249 LIBRARY • Continue weeding projects according to schedule in order to enhance and update collections. • Continue systematic review and update of policies and procedures with an eye toward providing excellent customer-focused service, inclusion, and efficiency in service delivery. • Implement in-house laptop circulation program. • Implement WiFi hot spot circulation program in partnership with Bexar County Bibliotech Library. • Evaluate services implemented during COVID response for their viability or sustainability as everyday services (e.g. curbside delivery of materials and virtual programming) 2019-20 HIGHLIGHTS AND ACCOMPLISHMENTS Received Texas Municipal Library Directors 2019 Achievement in Excellence Award for demonstrating consistent excellence and outstanding contributions to public library services within our community. Schertz Public Library was one of only 53 public libraries in Texas to receive this award. Operations and Collections • Created new services and procedures as part of COVID response in order to continue offering library service to the community while closed (e.g., curbside delivery of materials, print jobs, and summer reading materials). • Added approximately 8,000 new and replacement items to library’s physical collections and withdrew more than 9,000 dated, worn, lost and damaged items from library’s physical collections. • Implemented new digital book platform, cloudLibrary, which provides customer access to more than 200,000 e-books and e-audiobooks. • Offered new options of digital-only library cards and online renewals of library cards. • Implemented CivicRec as the library’s meeting room reservation system. Programming • Implemented a new Dungeons & Dragons program for teens and adults, and a “Game On!” board game program for all ages. • Implemented a new “What the Tech?” program at Cibolo YMCA and a new “Tech Tuesday” program to teach customers about various library-owned e-resources. • Updated Winter Reading Club and Extreme Book Nerd Challenge to simplify programs and increase participation. • Adapted all Youth and Adult in-person programming to work as virtual programming during the COVID-19 closure. New programs included the creation of an all-new summer reading program that included virtual programs, events and XXXXXXXX 110 of 249 LIBRARY curbside delivery of craft and science kits to participants; online storytime; Poetry in Your PJs; a virtual book club called BYOB(ook) Book Nerd Book Club; and online scrapbooking sessions. The web site was updated to include a virtual programming page with various online activities for all ages. Outreach and Partnerships • Continued to partner with the Texas State Library to provide service as a Texas Talking Books Program Demo Library. • Partnered with Schertz and Cibolo businesses during library’s winter reading program to encourage reading in non-traditional places. • Continued to partner with SCUCISD for various programs and activities including several literacy events, digital card registrations at various campuses, serving as a work site for Clemens’ OJT program, working with the district’s Bilingual Education Advisory Committee, and providing several outreach programs on electronic resources to counselors and teachers at SCUCISD schools. • Entered Interlocal agreement with Educational Service Center 20 to provide high- speed fiber Internet connection to library while reducing monthly Internet cost by 67% • Expanded the marketing of library resources and programs to the community by working with the Public Affairs Department to develop a marketing plan, redesign the library’s magazine layout, utilize the City’s LED sign, create promotional flyers and items, and add library content to the Parks, Recreation & FUN Guide. • Virtual Services Librarian worked on the implementation team for the citywide rollout of CivicRec. • Youth Services Librarian worked with local HOAs to bring book bundles, summer activities and library cards into neighborhoods during summer while library building was closed to the public. • Provided rotating collections of library materials to Schertz Senior Center and Legacy at Forest Ridge Retirement Community. • Partnered with Texas Medicare Solutions to offer a monthly Medicare 101 informational program • Partnered with National Alliance on Mental Illness- Guadalupe Chapter for community programs and workshops • Continued partnerships with other City departments to provide programming to community, including Schertz Sweethearts Reading with Royalty program, Kris Kringle Market during Holidazzle, technology help programs at the Senior Center, and Touch-a-Truck program. XXXXXXXX 111 of 249 LIBRARY ORGANIZATION CHART LIBRARY 2018-19 2019-20 2020-21 Library Director 1 1 1 Adult Services Librarian 1 1 0 Youth Services Librarian 1 1 0 Virtual Services Librarian 1 1 0 Librarian 0 0 3 Library Assistant 2 2 2 Library Clerk II 3 3 3 Part-time Circulation Clerk (20 hours) 6 6 0 Library Clerk I (20 hours) 0 0 7 Part-time Circulation Clerk (10 hours) 2 2 0 Library Clerk I (10 hours) 0 0 2 Part-time Processing Clerk (20 hours) 1 1 0 Part-time Children’s Programming Clerk (20 hours) 1 1 0 Programming Specialist (20 hours) 0 0 1 Library Page (10 hours) 2 2 2 Temp Part-time Library Clerk (Unfunded) 1 1 1 TOTAL POSITIONS 22 22 22 PERFORMANCE INDICATORS 2018-19 2019-20 2020-21 Input Actual Estimate Budget Service population (determined by TSLAC) 105,629 108,117 111,000 Total Staffing FTE 14.0 14.0 14.0 Circulation Staffing FTE 8.5 8.5 8.5 Total Operating Budget 999,857 1,039,308 1,049,101 Total Materials Collection 150,972 140,000 145,000 Registered Borrowers 33,104 32,000 32,000 Materials Budget 124,315 139,000 125,000 City Manager Assistant City Manager Library XXXXXXXX 112 of 249 LIBRARY 2018-19 2019-20 2020-21 Workload/Output Actual Estimate Budget Circulation per Capita 4.24 2.31 2.70 Library Visits per Capita 2.25 0.95 1.69 Program Attendance per Capita .18 0.06 0.07 Collection Turnover Rate 2.96 1.79 2.07 Total Circulation 447,379 250,000 300,000 Total Library Visits 237,821 103,000 187,500 Total Program Attendance 18,906 6,200 8,000 2018-19 2019-20 2020-21 Efficiency Actual Estimate Budget Cost per Person Served 9.47 9.61 9.45 Cost per Circulation 2.23 4.16 3.50 Circulation per Circulation FTE 52,633 29,412 35,294 2018-19 2019-20 2020-21 Effectiveness Actual Estimate Budget Percentage of Service Population With Library Cards 31.34% 29.60% 28.83% Materials Expenditures per Capita $1.18 $1.29 $1.13 Materials Expenditures as a Percentage of Operating Budget (striving for 15%) 12.43% 13.27% 11.91% Items per Capita (striving to meet 1.53 items per capita standard) 1.43 1.29 1.31 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Personnel Services $786,234 $799,557 $832,762 Supplies 12,466 15,000 15,000 Utility Services 57,547 67,500 65,500 Operations Support 2,852 5,080 3,600 Staff Support 4,512 8,120 8,280 Professional Services 2,364 1,984 2,300 Maintenance Services 0 0 0 Operating Equipment 133,882 150,000 135,000 Total $999,857 $1,047,241 $1,062,442 XXXXXXXX 113 of 249 LIBRARY PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 1.5% from the FY 2019-20 year end estimate with no changes in operations. XXXXXXXX 114 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 49 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 CULTURAL EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LIBRARY ======= Personnel Services 665-511110 Regular 536,336 569,319 548,668 521,885 565,051 575,656 ____________ 665-511120 Overtime 886 892 1,067 229 500 1,056 ____________ 665-511180 LTD 1,280 1,224 1,266 317 317 1,334 ____________ 665-511210 Longevity 10,024 11,410 15,036 12,863 12,863 16,636 ____________ 665-511230 Certification Allowance 1,200 1,200 582 1,108 1,200 576 ____________ 665-511310 FICA - Employer 40,410 43,977 43,215 39,064 42,214 45,384 ____________ 665-511350 TMRS-Employer 84,199 89,096 85,965 75,147 84,407 92,247 ____________ 665-511410 Health-Employer 73,611 68,448 86,468 84,250 92,404 99,142 ____________ 665-511500 Workers' Compensation 582 668 688 601 601 731 ____________ TOTAL Personnel Services 748,527 786,234 782,955 735,463 799,557 832,762 Supplies 665-521000 Operating Supplies 11,158 9,760 12,000 6,327 12,000 12,000 ____________ 665-521100 Office Supplies 2,684 2,706 3,000 2,106 3,000 3,000 ____________ TOTAL Supplies 13,842 12,466 15,000 8,433 15,000 15,000 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 665-533100 Gas Utility Service 2,148 2,352 2,500 2,190 2,500 2,500 ____________ 665-533200 Electric Utility Service 46,147 44,745 45,000 26,818 45,000 45,000 ____________ 665-533410 Water Utility Service 12,644 10,450 10,000 19,621 20,000 18,000 ____________ TOTAL Utility Services 60,938 57,547 57,500 48,628 67,500 65,500 Operations Support 665-534000 Postage 2,392 2,852 3,000 1,534 3,000 3,000 ____________ 665-534200 Printing & Binding 1,670 0 2,350 2,080 2,080 600 ____________ TOTAL Operations Support 4,062 2,852 5,350 3,614 5,080 3,600 Staff Support 665-535100 Uniforms 28 395 400 7 100 400 ____________ 665-535200 Awards 171 138 300 154 300 300 ____________ 665-535300 Memberships 1,202 1,247 1,520 1,252 1,520 1,580 ____________ 665-535500 Training/Travel 3,250 2,600 10,000 4,634 6,000 5,700 ____________ 665-535510 Meeting Expenses 91 132 300 93 200 300 ____________ TOTAL Staff Support 4,742 4,512 12,520 6,140 8,120 8,280 Professional Services 665-541365 Courier/Delivery Services 2,318 2,364 2,411 1,984 1,984 2,300 ____________ TOTAL Professional Services 2,318 2,364 2,411 1,984 1,984 2,300 XXXXXXXX 115 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 50 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 CULTURAL EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 665-571000 Furniture & Fixtures < $5,000 0 0 1,000 0 1,000 0 ____________ 665-571400 Library Materials 104,667 124,315 139,000 117,968 139,000 125,000 ____________ 665-571600 Donation-Expense 6,853 9,567 10,000 757 10,000 10,000 ____________ TOTAL Operating Equipment 111,519 133,882 150,000 118,725 150,000 135,000 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL LIBRARY 945,948 999,857 1,025,736 922,987 1,047,241 1,062,442 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 945,948 999,857 1,025,736 922,987 1,047,241 1,062,442 XXXXXXXX 116 of 249 DEPARTMENT: 853 INFORMATION TECHNOLOGIES (IT) FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Information Technologies Dept. is charged with maintaining, operating and securing the City’s information assets. These assets form the foundation upon which many of the City’s core operations depend. Therefore, this foundation must be reliable, resilient and responsive. To meet these expectations, the department focuses daily on customer service, education and planning. The IT department increases the business return on technology investments by creating and managing hardware and software through dedicated planning and alignment. IT is also dedicated to ensuring a great end user experience by designing, implementing, managing and continually improving our processes. IT is also tasked to protect the organization and its ability to perform its mission. We accomplish this through a comprehensive security program, managing our data, ensuring efficiency, effectiveness and compliancy. We also strive to deploy programs designed to engage our staff and citizens in easy and convenient ways. The City of Schertz uses a Geographic Information System (GIS) to create maps, analyze information, and visually examine the geographic features of our region. Many function of City government have a geographic dimension and the successful execution of GIS Services can substantially increase efficiency, collaboration and empowerment in the decision-making process. ORGANIZATIONAL CHART City Manager Executive Director Development Information Technology (IT) XXXXXXXX 117 of 249 INFORMATION TECHNOLOGY INFORMATION TECHNOLOGY 2018-19 2019-20 2020-21 Director 1 1 1 Administrative Assistant 1 1 1 Senior Systems Administrator 1 1 1 Senior Computer Support Engineer 1 1 1 Customer Services Technician II 1 1 1 Customer Services Technician I 1 1 1 Help Desk Technician 1 1 1 Public Safety Administrator 1 1 1 GIS Coordinator 1 1 1 GIS Specialist 1 1 1 TOTAL POSITIONS 10 10 10 Workload 2018-19 Actual 2019-20 Estimate 2020-21 Budget Average Monthly Work Orders Completed 3840 2450 3200 Average Monthly Hours to Complete Work Orders 1.10 1.30 1.25 COVID 19 Related Activities Workhours - 430 300 Total Projects 45 25 30 Average Monthly Project Hours 323 455 425 Total Emails Received 185,761 1,184,129 1,200,000 Total Sent Good Email 146,794 356,039 450,000 Total Teams Meetings - 1,650 1,750 Total Teams Interoffice Chats - 13,500 15,000 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget % Work Orders Completed 0-1 Day 73% 46% 55% % Work Orders Completed 2-3 Days 12% 8% 15% % Work Orders Completed 4-6 Days 7% 11% 10% % Work Orders Completed 7-10 Days 4% 7% 10% %Work Orders Completed >11 Days 5% 28% 10% Average Number of Days to Work Orders 2.91 12.65 4.0 % Time on GIS Specific Projects 54.8% 52.3% 55.6% % Time on GIS Customer Assistance 9.0% 7.8% 17.7% % Time on Training/Conferences 3.9% 0.2% 7.4% % Time on Non-Department Projects 17.3% 19.6% 7.2% % Time on Administrative Overhead 15.0% 20.1% 12.1% XXXXXXXX 118 of 249 INFORMATION TECHNOLOGY Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $836,549 $822,968 $855,478 Supplies 5,340 6,235 6,800 City Support Services 709,039 899,862 974,666 Utility Services 232,362 272,994 285,125 Staff Support 43,033 31,050 43,628 Professional Services 216,399 88,475 102,599 Maintenance Services 13,946 14,500 10,000 Rental/Leasing 2,084 3,259 3,651 Operating Equipment 300,645 193,452 320,369 Capital Outlay 37,103 28,070 35,000 Total $2,391,561 $2,360,865 2,637,316 PROGRAM JUSTIFICATION AND ANALYSIS The Information Technology FY 2020-21 Budget increases 11.7% from the FY 2019-20 year end estimates. Primary costs changes include increases in annual software support costs, plus the addition of annual costs for new services such as ADP, the new text archiving service, services added to allow work-from-home options for staff, etc. Due to COVID-19, equipment purchases and regular desktop replacements in Operating Equipment did not happen and will be increased in FY 2020-21. In addition, all cell phone expenses are now consolidated into the IT budget and removed from various departments except for charges related to enterprise funds in order to improve transparency. Cost reductions implemented for FY 2020-21 include decreases in training, hardware purchases, consulting and maintenance expenses. Performance statistics reflect reduced productivity due to open positions and the sudden shift of priorities in March as the City began to deal with the COVID 19 pandemic. These shifts in priorities also added to the department’s overtime for the FY. These costs are expected to improve as the department’s open positions are filled and the City adjusts to changes in operations as a result of the pandemic. XXXXXXXX 119 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 55 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ INFORMATION TECHNOLOGY ====================== Personnel Services 853-511110 Regular 362,580 446,491 437,979 395,681 435,556 589,305 ____________ 853-511120 Overtime 43,509 45,966 31,189 45,367 48,280 29,606 ____________ 853-511180 LTD 918 1,194 1,358 320 320 1,827 ____________ 853-511210 Longevity 3,352 4,373 4,800 5,080 4,830 9,067 ____________ 853-511310 FICA - Employer 30,421 37,600 36,261 33,191 36,427 47,319 ____________ 853-511350 TMRS-Employer 66,095 79,775 75,744 65,764 78,345 102,411 ____________ 853-511410 Health-Employer 46,554 48,953 58,969 40,802 45,131 74,944 ____________ 853-511500 Workers' Compensation 411 538 559 488 488 999 ____________ TOTAL Personnel Services 553,840 664,890 646,859 586,695 649,377 855,478 Supplies 853-521100 Office Supplies 1,564 1,784 2,000 1,962 1,960 2,200 ____________ 853-521300 Motor Vehicle Supplies 9 71 800 36 800 800 ____________ 853-521600 Equip Maint Supplies 5,600 3,485 3,500 1,330 2,375 3,800 ____________ TOTAL Supplies 7,173 5,340 6,300 3,329 5,135 6,800 City Support Services 853-532300 Computer Consulting 30,132 920 15,000 11,784 12,500 10,000 ____________ 853-532355 Software Maint-City Wide 285,385 291,591 413,006 326,594 408,140 481,876 ____________ 853-532360 Software Maint-Dept Specific 350,282 406,420 438,840 145,902 430,117 444,295 ____________ 853-532400 Computer Fees & Licenses 17,667 10,108 70,015 29,591 46,480 38,495 ____________ TOTAL City Support Services 683,465 709,039 936,861 513,870 897,237 974,666 Utility Services 853-533300 Telephone/Land Line 40,865 44,810 56,975 34,990 54,040 62,770 ____________ 853-533310 Telephone/Cell Phones 47,437 60,089 73,234 69,661 75,000 68,225 ____________ 853-533320 Telephone/Air Cards 39,867 46,880 56,700 36,154 59,448 59,240 ____________ 853-533330 Telephone/Internet 70,511 79,755 94,837 67,434 83,656 93,390 ____________ 853-533500 Vehicle Fuel 851 828 1,500 376 850 1,500 ____________ TOTAL Utility Services 199,530 232,362 283,246 208,615 272,994 285,125 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 853-535100 Uniforms 750 1,512 1,360 931 1,050 1,200 ____________ 853-535300 Memberships 865 1,314 1,250 402 1,200 1,250 ____________ 853-535500 Training/Travel 31,219 36,250 49,910 22,596 24,000 41,178 ____________ TOTAL Staff Support 32,834 39,076 52,520 23,929 26,250 43,628 XXXXXXXX 120 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 56 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 853-541300 Other Consl/Prof Services 1,320 206,997 190,424 68,616 88,475 101,949 ____________ 853-541800 IT Services-Web Design/Maint 5,745 9,402 0 0 0 650 ____________ TOTAL Professional Services 7,065 216,399 190,424 68,616 88,475 102,599 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 853-551300 Computer Maintenance 12,028 13,946 15,500 4,137 14,500 10,000 ____________ TOTAL Maintenance Services 12,028 13,946 15,500 4,137 14,500 10,000 Rental/Leasing 853-561200 Lease/Purchase Payments 0 0 0 0 0 3,651 ____________ TOTAL Rental/Leasing 0 0 0 0 0 3,651 Operating Equipment 853-571000 Furniture & Fixtures 2,499 797 1,050 697 697 500 ____________ 853-571200 Vehicles & Access Under $5000 0 126 0 0 0 0 ____________ 853-571300 Computer & Periphe. < $5000 248,918 206,184 237,042 161,535 170,000 297,369 ____________ 853-571401 Communication Equip LESS $500 11,172 90,407 45,165 15,739 21,860 22,500 ____________ 853-571800 Equipment under $5,000 0 3,132 0 895 895 0 ____________ TOTAL Operating Equipment 262,589 300,645 283,257 178,866 193,452 320,369 Capital Outlay 853-581200 Vehicles & Access. > $5000 0 25,430 0 0 0 35,000 ____________ 853-581300 Computer & Periphe. > $5000 80,384 5,367 28,070 27,139 28,070 0 ____________ 853-581800 Equipment Over $5,000 0 6,306 27,500 0 0 0 ____________ TOTAL Capital Outlay 80,384 37,103 55,570 27,139 28,070 35,000 ________________________________________________________________________________________________________________________________________ TOTAL INFORMATION TECHNOLOGY 1,838,909 2,218,800 2,470,537 1,615,196 2,175,490 2,637,316 XXXXXXXX 121 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 32 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ GIS === Personnel Services 174-511110 Regular 118,673 123,024 121,024 115,529 124,960 0 ____________ 174-511120 Overtime 0 0 0 285 400 0 ____________ 174-511180 LTD 377 364 375 92 92 0 ____________ 174-511210 Longevity 2,708 3,108 3,396 3,396 3,396 0 ____________ 174-511310 FICA - Employer 9,166 9,902 9,510 9,051 9,763 0 ____________ 174-511350 TMRS-Employer 19,589 20,440 19,866 17,474 19,588 0 ____________ 174-511410 Health-Employer 15,506 14,475 14,347 13,358 15,081 0 ____________ 174-511500 Workers' Compensation 299 347 356 311 311 0 ____________ TOTAL Personnel Services 166,318 171,659 168,874 159,496 173,591 0 Supplies 174-521000 Operating Supplies 405 0 1,000 474 1,000 0 ____________ 174-521100 Office Supplies 81 0 200 60 100 0 ____________ TOTAL Supplies 487 0 1,200 534 1,100 0 City Support Services 174-532400 Computer Fees & Licenses 0 0 2,625 2,625 2,625 0 ____________ TOTAL City Support Services 0 0 2,625 2,625 2,625 0 Staff Support 174-535500 Training/Travel 3,963 3,957 6,975 4,764 4,800 0 ____________ TOTAL Staff Support 3,963 3,957 6,975 4,764 4,800 0 Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing 174-561200 Lease/Purchase Payments 2,084 2,084 3,000 2,946 3,259 0 ____________ TOTAL Rental/Leasing 2,084 2,084 3,000 2,946 3,259 0 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL GIS 172,851 177,700 182,674 170,366 185,375 0 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 6,349,363 5,876,284 6,982,009 5,809,143 6,481,711 7,070,722 XXXXXXXX 122 of 249 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. XXXXXXXX 123 of 249 HUMAN RESOURCES ORGANIZATIONAL CHART HUMAN RESOURCES 2018-19 2019-20 2020-21 Director 1 1 1 HR Manger 1 1 1 Senior Generalist 1 1 1 Generalist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 5 5 5 City Manager Assistant City Manager Human Resources Purchaseing & Asset Management XXXXXXXX 124 of 249 HUMAN RESOURCES PERFORMANCE INDICATORS Workload/Output Measures 2018-19 Actual 2019-20 Estimate 2020-21 Budget Total No. of Employees (Avg.) 456 460 460 # Full Time Employees (Avg.) 375 375 380 Job Announcements Posted 83 90 90 # Applications received 3,930 4,000 4,000 # Full Time Positions Filled 50 50 50 # Part Time Positions Filled 8 8 10 # Total Turnover 68 55 70 # Full Time Turnover 46 40 45 # Part Time Turnover 22 15 10 # Retirements 8 10 10 # FMLA Claims 53 43 50 # General Training Courses 14 15 15 # of tuition reimbursements 18 20 20 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $412,221 $416,457 $454,784 Supplies 606 2,200 2,700 Human Services 141,714 130,300 190,600 Operations Support 4,027 5,000 6,000 Staff Support 28,562 22,000 38,150 City Assistance 13,860 10,000 10,000 Professional Services 56,433 71,285 15,000 Operating Equipment 1,071 350 350 Total $658,495 $657,592 $717,584 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 9.1% from the FY 2019-20 year end estimate. FY 2019-20 had additional savings related to COVID-19 as training and staff events did not happen. The increase represents returning to normal operations. XXXXXXXX 125 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 57 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HUMAN RESOURCES =============== Personnel Services 866-511110 Regular 282,257 302,120 289,120 274,722 297,388 302,654 ____________ 866-511120 Overtime 1,584 0 340 537 1,000 259 ____________ 866-511180 LTD 892 885 896 204 204 938 ____________ 866-511210 Longevity 3,959 4,794 6,218 3,772 3,772 4,476 ____________ 866-511310 FICA - Employer 21,295 23,927 22,605 20,578 22,235 23,501 ____________ 866-511350 TMRS-Employer 46,331 50,443 47,220 40,854 46,425 50,129 ____________ 866-511410 Health-Employer 34,301 24,568 39,157 36,390 40,108 52,436 ____________ 866-511500 Workers' Compensation 378 534 372 325 325 391 ____________ 866-511600 Unemployment Compensation 12,951 4,951 16,000 2,445 5,000 20,000 ____________ TOTAL Personnel Services 403,949 412,221 421,928 379,827 416,457 454,784 Supplies 866-521000 Operating Supplies 0 0 3,446 1,728 1,500 2,000 ____________ 866-521100 Office Supplies 823 606 700 471 700 700 ____________ TOTAL Supplies 823 606 4,146 2,199 2,200 2,700 Human Services 866-531100 Pre-employment Check 5,071 5,018 4,000 2,032 4,000 4,000 ____________ 866-531150 Interview Expenses 2,569 0 3,000 124 300 1,500 ____________ 866-531160 COBRA FSA/HSA Adm Services 0 3,390 4,500 4,671 6,000 6,000 ____________ 866-531170 Broker Services 0 75,000 75,000 62,500 75,000 75,000 ____________ 866-531200 Medical Co-pay 1,950 1,061 3,000 625 1,500 3,000 ____________ 866-531300 Employee Assistance 19,915 23,772 8,000 11,244 12,000 9,600 ____________ 866-531400 Tuition Reimbursement 9,217 15,000 19,000 18,214 19,000 15,000 ____________ 866-531500 Employee Wellness Program 5,450 6,634 57,000 10,112 7,500 57,000 ____________ 866-531600 Training Classes 17,255 11,840 19,500 1,214 5,000 19,500 ____________ TOTAL Human Services 61,427 141,714 193,000 110,735 130,300 190,600 City Support Services 866-532400 Computer Fees & Licenses 204 0 0 0 0 0 ____________ TOTAL City Support Services 204 0 0 0 0 0 Utility Services 866-533320 Telepohne/Air Card 494 0 0 0 0 0 ____________ TOTAL Utility Services 494 0 0 0 0 0 Operations Support 866-534000 Postage 0 59 0 0 0 0 ____________ 866-534100 Advertising 2,964 2,576 6,000 775 3,000 3,000 ____________ 866-534200 Printing & Binding 1,261 1,393 3,000 1,342 2,000 3,000 ____________ 866-534800 Temporary Empl. Services 4,114 0 0 0 0 0 ____________ TOTAL Operations Support 8,339 4,027 9,000 2,117 5,000 6,000 XXXXXXXX 126 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 58 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 866-535100 Uniforms 312 424 500 227 500 500 ____________ 866-535210 Employee Recognition-Morale 5,961 21,432 28,150 9,468 12,000 28,150 ____________ 866-535300 Memberships 2,292 2,175 2,500 1,429 2,500 2,500 ____________ 866-535400 Publications 450 0 2,000 947 2,000 2,000 ____________ 866-535500 Training/Travel 2,057 4,532 5,000 7 5,000 5,000 ____________ TOTAL Staff Support 11,073 28,562 38,150 12,079 22,000 38,150 City Assistance 866-537100 Medical Services 10,775 13,860 10,000 8,071 10,000 10,000 ____________ TOTAL City Assistance 10,775 13,860 10,000 8,071 10,000 10,000 Professional Services 866-541300 Other Consl/Prof Services 9,162 56,433 27,600 71,285 71,285 15,000 ____________ TOTAL Professional Services 9,162 56,433 27,600 71,285 71,285 15,000 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 866-571000 Furniture & Fixtures 613 210 350 349 350 350 ____________ 866-571300 Computer & Periphe. < $5000 0 861 0 0 0 0 ____________ TOTAL Operating Equipment 613 1,071 350 349 350 350 ________________________________________________________________________________________________________________________________________ TOTAL HUMAN RESOURCES 506,860 658,495 704,174 586,661 657,592 717,584 XXXXXXXX 127 of 249 DEPARTMENT: 868 FINANCE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Prepare monthly financial reports for the City Manager, City Council and City departments. Process all accounts payable and receivable in a timely manner , prepare 1099s, and prepare monthly bank reconciliations and investments report. Maintain and process payroll for all city employees. Finance handles unclaimed property and their subsequent disbursements to the individuals or the State. Maintain and safeguard the City’s investment portfolio. Manage debt service and fixed assets. Complete the annual budget and facilitate annual audit and Comprehensive Annual Financial Report. The Finance Director also oversees the Utility Billing and Municipal Court Divisions. GOALS AND OBJECTIVES • Hire, train, and retain competent and caring employees. • Maintain financial systems to provide timely and accurate financial information and reports to the City Manager, City Council, other City departments, citizens, and other agencies. • Receive the Government Finance Officers Association Distinguished Budget Award for the first time. • Receive the Government Finance Officers Association Certification of Excellence in Financial Reporting for the 35th consecutive year. • Improve the 5 year budgeting and forecasting plan. • Update long term debt service plan. ORGANIZATIONAL CHART XXXXXXXX 128 of 249 FINANCE ACCOUNTING 2018-19 2019-20 2020-21 Finance Director 1 1 1 Assistant Director 1 1 1 Staff Accountant 1 1 1 Financial Analyst 1 1 1 Accountant I 1 1 1 Senior AP Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 7 7 7 City Manager Executive Director Development Finance Billing Office Municipal Court XXXXXXXX 129 of 249 FINANCE PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Accounts payable checks 6,333 5,920 6,100 Number of Purchase Orders Processed 8,747 6,698 7,000 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget Certificate of Achievement for Excellence in Financial Reporting, Accumulative 34 35 36 Quarterly Financials completed within 30 days 0 2 4 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $554,199 $579,871 $603,589 Supplies 4,065 3,500 3,700 Staff Support 3,676 5,135 9,455 Professional Services 31,499 28,887 34,500 Operating Equipment 2,358 1,611 554 Total $595,797 $619,004 $651,798 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 5.3% from the FY 2019-20 year end estimate due to additional compensation awarded from the classification and compensation study. XXXXXXXX 130 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 59 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FINANCE ======= Personnel Services 868-511110 Regular 369,450 396,687 391,824 375,301 405,073 416,716 ____________ 868-511120 Overtime 909 2,707 1,067 2,040 1,500 924 ____________ 868-511180 LTD 1,181 1,161 1,215 295 295 1,292 ____________ 868-511210 Longevity 10,314 11,310 9,457 9,457 9,457 10,770 ____________ 868-511230 Certification Allowance 2,200 535 291 477 800 288 ____________ 868-511310 FICA - Employer 28,446 31,488 30,780 28,529 31,887 32,762 ____________ 868-511350 TMRS-Employer 61,740 66,658 64,296 56,657 66,609 69,883 ____________ 868-511410 Health-Employer 48,803 43,086 60,522 58,851 63,808 70,409 ____________ 868-511500 Workers' Compensation 480 568 506 442 442 545 ____________ TOTAL Personnel Services 523,522 554,199 559,958 532,048 579,871 603,589 Supplies 868-521000 Operating Supplies 2,365 1,873 2,700 2,099 2,500 2,700 ____________ 868-521100 Office Supplies 1,257 2,192 1,000 614 1,000 1,000 ____________ TOTAL Supplies 3,622 4,065 3,700 2,713 3,500 3,700 City Support Services 868-532350 Software Maintenance 138 0 0 0 0 0 ____________ TOTAL City Support Services 138 0 0 0 0 0 Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support 868-534200 Printing & Binding 1,200 0 0 0 0 0 ____________ TOTAL Operations Support 1,200 0 0 0 0 0 Staff Support 868-535100 Uniforms 242 252 320 0 250 320 ____________ 868-535300 Memberships 994 695 1,435 1,385 1,385 1,435 ____________ 868-535500 Training/Travel 6,703 2,729 7,476 2,951 3,500 7,700 ____________ TOTAL Staff Support 7,939 3,676 9,231 4,336 5,135 9,455 Professional Services 868-541300 Other Consl/Prof Services 13,755 7,285 14,669 13,887 13,887 15,000 ____________ 868-541400 Auditor/Accounting Service 15,500 20,752 16,000 11,500 11,500 16,000 ____________ 868-541650 Investment Management Fee 0 3,462 3,500 2,983 3,500 3,500 ____________ TOTAL Professional Services 29,255 31,499 34,169 28,369 28,887 34,500 XXXXXXXX 131 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 60 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 868-571000 Furniture & Fixtures 0 1,502 742 742 518 250 ____________ 868-571200 Office Equipment 0 855 1,093 1,093 1,093 304 ____________ TOTAL Operating Equipment 0 2,358 1,835 1,835 1,611 554 ________________________________________________________________________________________________________________________________________ TOTAL FINANCE 565,676 595,797 608,893 569,301 619,004 651,798 XXXXXXXX 132 of 249 DEPARTMENT: HUMAN RESOURCES DIVISION: 872 PURCHASING & ASSET MANAGEMENT FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Purchasing and Asset Management Department is responsible for managing the Purchasing, Inventory, Property Disposal, Contracts, Grants, Risk Management, and Safety functions for the City. Manages all bids, quotes, contracts and agreements, City purch ases, warehouse inventory, City property disposal, auctions, grants, and fleet vehicle registration and titles. The department is also responsible for the City Risk Management and Safety program. Maintains the City Capital and Fixed Assets inventory, property and liability insurance schedules, processes all insurance claims, insurance litigation, and workers compensation, monitors all safety aspects of City functions, schedules employee safety training, evaluates loss runs to identify trends and mitigate risk. GOALS AND OBJECTIVES • Maintain the highest levels of ethical practices for all department functions. • All City departments receive their orders in a timely manner to effectively perform their job functions in an efficient manner. • Procure quality goods and services for all City departments, from appropriate sources, using the most efficient and economical means at the best possible price and make them available at the right place and time. • Use supply contracts and co-ops in order to improve delivery time of particular items and to take advantage of quantity discounts. • Maintain a professional relationship with all City departments and vendors insuring open communication. • Maintain the City Purchasing Manual, combining State and Local Purchasing Legislation. • Program and oversee Purchasing training for employees to ensure compliance with City Policy, State and Local Purchasing Legislation • Manage, review, and track City contracts and agreements. Notify departments when contracts are expiring. XXXXXXXX 133 of 249 PURCHASING & ASSET MANAGEMENT • Manage procedures for Capital and Fixed asset inventory and accountability and conduct physical surveys of City property. • Manage disposal and auction activities for surplus, excess, and damaged City property. • Manage insurance and Workers Compensation claims and accident/incident reports with immediate response. Gather all information for all incidents involving City property regardless of repair costs. Retain claims, reports and litigation according to the Texas State Records Retention Schedules. • Program and oversee safety training for employees to minimize accidents and incidents and mitigate risk. Develop and Maintain the City Safety Policy. ORGANIZATIONAL CHART PURCHASING & ASSET MGMT. 2018-19 2019-20 2020-21 Purchasing Manager 1 1 1 Purchasing Specialist 1 1 1 Risk & Safety Specialist 1 1 1 TOTAL POSITIONS 3 3 3 City Manager Assistant City Manager Human Resources Purchasing & Asset Management XXXXXXXX 134 of 249 PURCHASING & ASSET MANAGEMENT PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Bids and Proposals Drafted 31 25 24 Bids and Proposals Responses 149 100 85 Contracts Reviewed 106 100 120 Meetings with Vendors 44 50 50 Research Requests 75 75 100 Workers Comp Claims Processed 45 40 35 Accident and Incident Investigated 74 50 75 Training Classes Held 22 25 30 Vehicles Processed (Titles, Gas Cards, Plates) 245 250 250 Fixed Asset Modifications 288 144 50 GovDeals Items Processed 263 84 50 GovDeals Total Sales $151,688.04 $26,400.00 $25,000.00 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $213,721 $219,972 $224,696 Supplies 1,661 650 700 Operations Support 5,819 6,015 7,650 Staff Support 4,609 6,880 6,785 City Assistance 1,994 1,800 2,000 Operating Equipment 170 1,533 1,600 Total $227,974 $237,130 $243,431 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 2.7% from the FY 2019-20 year end estimate due to personnel increase related to the classification and compensation study recommendation. XXXXXXXX 135 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 61 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PURCHASING & ASSET MGT ====================== Personnel Services 872-511110 Regular 143,307 159,444 156,297 149,525 162,056 162,751 ____________ 872-511120 Overtime 0 0 0 5 0 0 ____________ 872-511180 LTD 454 468 485 117 117 505 ____________ 872-511210 Longevity 2,778 3,194 3,602 3,602 3,602 4,010 ____________ 872-511230 Certification Allowance 0 0 0 900 700 0 ____________ 872-511310 FICA - Employer 10,766 12,813 12,224 11,726 12,685 12,745 ____________ 872-511350 TMRS-Employer 23,573 26,354 25,535 22,581 25,542 27,185 ____________ 872-511410 Health-Employer 14,981 11,253 16,088 13,774 15,094 17,288 ____________ 872-511500 Workers' Compensation 173 195 202 176 176 212 ____________ TOTAL Personnel Services 196,032 213,721 214,433 202,407 219,972 224,696 Supplies 872-521000 Operating Supplies 397 1,036 350 118 300 350 ____________ 872-521100 Office Supplies 174 625 350 124 350 350 ____________ TOTAL Supplies 571 1,661 700 242 650 700 City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services 872-533320 Telephone/Air Card 0 0 280 0 280 0 ____________ 872-533500 Vehicle Fuel 253 0 0 0 0 0 ____________ TOTAL Utility Services 253 0 280 0 280 0 Operations Support 872-534000 Postage 24 0 50 43 0 50 ____________ 872-534100 Advertising 1,049 5,819 6,000 2,335 4,500 6,000 ____________ 872-534200 Printing & Binding 29 0 50 0 0 50 ____________ 872-534740 Business Memberships 0 0 1,515 1,436 1,515 1,550 ____________ TOTAL Operations Support 1,102 5,819 7,615 3,814 6,015 7,650 Staff Support 872-535100 Uniforms 118 237 250 62 250 250 ____________ 872-535300 Memberships 1,144 1,335 1,235 1,280 1,280 1,235 ____________ 872-535500 Training/Travel 1,719 2,815 3,750 660 5,000 5,000 ____________ 872-535510 Meeting Expenses 248 223 350 222 350 300 ____________ TOTAL Staff Support 3,229 4,609 5,585 2,224 6,880 6,785 City Assistance 872-537100 Medical Services 749 1,994 3,000 872 1,800 2,000 ____________ TOTAL City Assistance 749 1,994 3,000 872 1,800 2,000 XXXXXXXX 136 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 62 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 872-571000 Furniture & Fixtures 546 170 320 218 320 600 ____________ 872-571300 Computer & Periphe. < $5,000 0 0 1,250 1,213 1,213 0 ____________ 872-571500 Operating Equipment 0 0 0 0 0 1,000 ____________ TOTAL Operating Equipment 546 170 1,570 1,431 1,533 1,600 Capital Outlay 872-581200 Vehicles & Access. > $5,000 28,058 0 0 0 0 0 ____________ TOTAL Capital Outlay 28,058 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PURCHASING & ASSET MGT 230,539 227,974 233,183 210,991 237,130 243,431 XXXXXXXX 137 of 249 DEPARTMENT: PUBLIC WORKS DIVISION: 877 FLEET SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Fleet Services provides maintenance, repair, upgrade and outfitting services for all City owned vehicles and equipment totaling approximately 350 units. The list of services include: P.M. services, fluid and filter changes, state inspections, tire services, troubleshooting, diagnosis, and repair of mechanical and electrical systems. Fleet Services also maintains motor pool services, vehicle and equipment replacement schedules, spec'ing and standardization throughout the fleet. GOALS AND OBJECTIVES • Maintain and repair vehicles and equipment to increase their lifespan. • Optimize fleet availability by improving turn-around times. • Develop and implement fleet utilization guidelines and procedures. • Maintain and improve vehicle and equipment safety ORGANIZATIONAL CHART City Manager Executive Director Operations Fleet & Facilities Fleet Services Facility Services XXXXXXXX 138 of 249 FLEET MAINTENANCE FLEET MAINTENANCE 2018-19 2019-20 2020-21 Assistant Director of Public Works 1 1 1 Administrative Assistant 1 1 1 Fleet Manager 1 1 1 Fleet Foreman 1 1 1 Mechanic I 4 4 4 TOTAL POSITIONS 8 8 8 PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Work Orders: -Police Department vehicles and equipment 682 550 570 -EMS vehicles and equipment 461 425 440 -Streets vehicles and equipment 202 195 180 -Administration vehicles 15 3 5 -Animal Control vehicles 36 35 34 -Facilities Services vehicles 88 85 80 -Fire vehicles and equipment 256 245 250 -Fleet Service vehicles 82 70 70 -I.T 19 12 10 -Inspection vehicles -Marshal Service vehicles 0 2 2 -Parks vehicles and equipment 121 115 110 -Water & Sewer vehicles and equipment 232 245 220 -Utility Billing vehicles 40 45 40 -Drainage vehicles and equipment 171 150 150 -Economic Development vehicles 3 8 6 Engineering vehicles 25 16 15 -Purchasing vehicles 1 1 1 -Operations (non-asset specific) 19 11 12 -Motor Pool vehicles 150 63 60 Work Orders(in-house) Work Orders(outside vendors) Total Work Orders Issued XXXXXXXX 139 of 249 FLEET MAINTENANCE Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Hours Worked Public Safety 2060.3 2325 2300 Public Works 1705.85 2750 2500 Administration Vehicles 28.00 10 5 Facilities Services Vehicles 178.90 240 200 Fleet Service Vehicles 121.1 120 120 I.T 38.90 20 15 Inspections vehicles Parks vehicles and equipment 278.95 335 325 Economic Development vehicles 13.10 25 22.5 Engineering vehicles 59.20 40 40 Purchasing vehicles 2.00 0 0 Motor Pool vehicles 125.95 35 140 Fleet Operations 229.90 220 220 Total Hours Worked 4842.15 6120 5887.50 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget % of all vehicles and equipment issues resolved without recall 95 96 97 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $271,778 $378,041 $513,152 Supplies 137,606 196,700 216,000 City Support Services 15,887 20,000 15,000 Utility Services 8,744 11,000 12,500 Staff Support 16,752 19,300 29,700 Maintenance Services 241,291 197,000 213,000 Operating Equipment 14,812 8,600 9,800 Capital Outlay 94,940 151,643 52,600 Total $801,809 $982,284 $1,061,752 XXXXXXXX 140 of 249 FLEET MAINTENANCE PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 8.1% from the FY 2019-20 year end estimate due to personnel expenditures. The increase comes from the anticipation of being fully staffed including hiring of an Assistant Public Works Director and from increases related to the classification and compensation study recommendation. XXXXXXXX 141 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 63 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FLEET SERVICE ============= Personnel Services 877-511110 Regular 206,834 184,293 319,223 221,605 256,425 348,592 ____________ 877-511120 Overtime 5,214 11,550 6,790 11,078 13,000 12,858 ____________ 877-511180 LTD 647 537 990 147 147 1,081 ____________ 877-511210 Longevity 2,693 1,598 2,834 2,090 2,090 3,578 ____________ 877-511310 FICA - Employer 16,368 15,542 25,150 17,814 20,770 27,914 ____________ 877-511350 TMRS-Employer 34,638 31,989 52,536 33,542 43,388 59,540 ____________ 877-511410 Health-Employer 31,767 23,478 50,110 35,077 39,020 55,540 ____________ 877-511500 Workers' Compensation 2,359 2,791 3,666 3,201 3,201 4,049 ____________ TOTAL Personnel Services 300,519 271,778 461,299 324,554 378,041 513,152 Supplies 877-521000 Operating Supplies 3,690 3,892 11,600 6,346 12,000 12,300 ____________ 877-521005 Supplies - Inspection Sticker 2,219 2,490 2,900 2,060 2,900 2,900 ____________ 877-521100 Office Supplies 631 799 800 531 800 800 ____________ 877-521200 Oil Lube Suppl, Chem Supplies 17,938 14,190 14,700 13,215 14,500 18,500 ____________ 877-521300 Motor Veh. Supplies 172,565 116,043 170,000 145,054 165,000 180,000 ____________ 877-521600 Equip Maint Supplies 1,276 190 1,500 239 1,500 1,500 ____________ TOTAL Supplies 198,319 137,606 201,500 167,446 196,700 216,000 City Support Services 877-532400 Computer Fees & Licenses 13,118 15,887 8,000 5,517 20,000 15,000 ____________ TOTAL City Support Services 13,118 15,887 8,000 5,517 20,000 15,000 Utility Services 877-533500 Vehicle Fuel 10,578 8,744 8,500 5,287 11,000 12,500 ____________ TOTAL Utility Services 10,578 8,744 8,500 5,287 11,000 12,500 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Staff Support 877-535100 Uniforms 5,406 7,204 8,250 7,904 8,500 8,000 ____________ 877-535200 Awards 0 51 407 45 100 500 ____________ 877-535500 Training/Travel 2,772 9,247 2,682 2,223 10,000 20,000 ____________ 877-535510 Meeting Expenses 497 251 400 263 700 1,200 ____________ TOTAL Staff Support 8,674 16,752 11,739 10,434 19,300 29,700 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ XXXXXXXX 142 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 64 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 877-551000 Outside Fleet Repair 125,203 220,182 154,000 119,017 145,000 160,000 ____________ 877-551050 Outside Collision Repair 43,130 13,404 35,000 21,733 32,000 35,000 ____________ 877-551100 Building Maintenance 650 707 0 0 0 0 ____________ 877-551400 Minor & Other Equip Maint 3,146 1,319 0 0 0 0 ____________ 877-551800 Other Maintenance Agreements 11,246 5,679 10,000 1,966 20,000 18,000 ____________ TOTAL Maintenance Services 183,375 241,291 199,000 142,715 197,000 213,000 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 877-571500 Operating Equipment 8,790 14,812 4,800 4,413 8,600 9,800 ____________ TOTAL Operating Equipment 8,790 14,812 4,800 4,413 8,600 9,800 Capital Outlay 877-581200 Vehicles & Access. Over $5,00 26,641 28,697 151,643 151,643 151,643 52,600 ____________ 877-581500 Equipment Over $5,000 0 66,243 0 0 0 0 ____________ TOTAL Capital Outlay 26,641 94,940 151,643 151,643 151,643 52,600 ________________________________________________________________________________________________________________________________________ TOTAL FLEET SERVICE 750,015 801,809 1,046,481 812,009 982,284 1,061,752 XXXXXXXX 143 of 249 DEPARTMENT: PUBLIC WORKS DIVISION: 878 Facility Services FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Facility Services supports, maintains, and provides custodial services for 27 facilities totaling 301.656 square feet. The City buildings include City Hall, Administration Building, Police, Fire, EMS, Community Center Central, Community Center North, City Council Chambers, Civic Center, Public Library, Visitor Center (Kramer House), YMCA, Senior Center, Purchasing building, Public Works facility, Animal Control, Aquatic Center, Fire/EMS station on I.H.35, Marion EMS station, Records, Fire Station #3, various offices, meeting/training rooms, and storage areas. In addition, Facility Services provides function set up for events such as City Council, Planning and Zoning, various Boards and Commissions, Department meetings, Municipal Court, training seminars, elections, ground breaking ceremonies and other special events. 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. XXXXXXXX 144 of 249 FACILITY SERVICES ORGANIZATION CHART FACILITY SERVICES 2018-19 2019-20 2020-21 Facility Services Manager 1 1 1 Facility Services Supervisor 1 1 1 Facility Services Administrative Assistant 1 1 1 Facilities Technician 3 3 3 HVAC Technician 1 1 1 Facilities Maint Foreman 1 1 1 Facilities Maint Worker I 2 2 2 TOTAL POSITIONS 10 10 10 . PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Square footage maintained 267.578 286.636 301.656 City Buildings Maintained 24 26 27 Completed work orders 864 1010 1160 Internal Pest Control Services 120 130 140 City Manager Executive Director Operations Fleet & Facilities Fleet Services Facility Services XXXXXXXX 145 of 249 FACILITY SERVICES Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Electrical Repairs 76 216 310 Plumbing Repairs 43 50 80 HVAC Repairs 121 780 800 Carpentry 87 127 145 Misc. / other 537 567 582 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel $653,672 $726,385 $735,826 Supplies 102,432 69,054 145,900 City Support Services 0 200 5,000 Utility Services 176,962 186,022 171,000 Staff Support 5,605 8,800 12,800 Professional Services 82,988 92,000 85,746 Maintenance Services 427,285 469,299 428,536 Rental Equipment 400 500 500 Operating Equipment 5,670 1,500 16,500 Capital Outlay 36,438 35,000 30,000 Total $1,491,452 $1,588,760 $1,631,808 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget increases 2.7% from the FY 2019-20 year end estimates due personnel expenditures related to the classification and compensation study recommendation. XXXXXXXX 146 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 65 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ BUILDING MAINTENANCE ==================== Personnel Services 878-511110 Regular 490,969 433,234 420,105 427,676 464,953 460,029 ____________ 878-511120 Overtime 21,522 19,583 19,012 19,721 22,000 22,769 ____________ 878-511180 LTD 1,561 1,291 1,292 329 329 1,416 ____________ 878-511210 Lonegevity 13,366 12,458 12,741 11,992 11,992 14,096 ____________ 878-511230 Certification Allowance 1,708 1,200 1,302 854 1,200 1,276 ____________ 878-511310 FICA-Employer 38,290 34,854 34,880 32,811 38,108 36,887 ____________ 878-511350 TMRS-Employer 85,148 75,595 72,861 68,172 79,603 81,019 ____________ 878-511410 Health-Employer 104,224 69,599 86,391 93,892 103,343 111,512 ____________ 878-511500 Workman's Compensation 6,309 5,859 5,562 4,857 4,857 6,822 ____________ TOTAL Personnel Services 763,096 653,672 654,146 660,306 726,385 735,826 Supplies 878-521000 Operating Supplies 89,414 87,488 53,554 43,598 53,554 128,000 ____________ 878-521100 Office Supplies 1,277 1,777 1,500 433 1,500 2,000 ____________ 878-521200 Medical/Chem Supplies 12,336 10,878 13,000 4,633 13,000 13,000 ____________ 878-521300 Motor Vehicle Supplies 1,150 764 500 0 500 1,400 ____________ 878-521600 Equip Maint Supplies 1,969 1,525 1,500 0 500 1,500 ____________ TOTAL Supplies 106,145 102,432 70,054 48,663 69,054 145,900 City Support Services 878-532400 Computer Fees & Licenses 0 0 200 100 200 5,000 ____________ TOTAL City Support Services 0 0 200 100 200 5,000 Utility Services 878-533100 Gas Utility Service 3,705 5,634 5,000 3,739 5,000 5,000 ____________ 878-533200 Electric Utility Service 119,391 122,101 118,000 88,931 118,000 118,000 ____________ 878-533310 Telephone/Cell Phones 0 0 0 22 22 0 ____________ 878-533410 Water Utility Service 55,667 41,513 40,000 52,713 55,000 40,000 ____________ 878-533500 Vehicle Fuel 8,553 7,714 8,000 5,769 8,000 8,000 ____________ TOTAL Utility Services 187,316 176,962 171,000 151,174 186,022 171,000 Operations Support 878-534800 Temporary Empl. Services 30,671 0 0 0 0 0 ____________ TOTAL Operations Support 30,671 0 0 0 0 0 Staff Support 878-535100 Uniforms 6,161 3,567 5,000 3,757 5,000 5,000 ____________ 878-535200 Awards 0 255 500 81 500 300 ____________ 878-535300 Memberships 321 195 500 373 500 500 ____________ 878-535500 Training/Travel 1,388 833 2,000 1,815 2,000 5,500 ____________ 878-535510 Meeting Expense 876 755 1,500 247 800 1,500 ____________ TOTAL Staff Support 8,747 5,605 9,500 6,273 8,800 12,800 XXXXXXXX 147 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 66 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 878-541300 Prof Services/Consultng 0 0 0 ( 581) 0 0 ____________ 878-541310 Contractual Services 46,333 82,988 92,000 76,575 92,000 85,746 ____________ TOTAL Professional Services 46,333 82,988 92,000 75,995 92,000 85,746 Maintenance Services 878-551100 Building Maint Misc 176,366 401,087 475,566 161,513 446,299 395,000 ____________ 878-551100.Building Maint Misc - CIVIC C 0 0 0 42 0 0 ____________ 878-551100.Building Maint Misc - PD 0 0 433 853 0 0 ____________ 878-551100.Building Maint Misc - EMS1 0 0 158 158 0 0 ____________ 878-551100.Building Maint Misc - FD1 0 0 266 264 0 0 ____________ 878-551100.Building Maint Misc -F&F/PARK 0 0 280 280 0 0 ____________ 878-551100.Building Maint Misc - SENIOR 0 0 658 658 0 0 ____________ 878-551100.Building Maint Misc - LIB 0 0 2,515 2,140 0 0 ____________ 878-551100.Building Maint Misc - AAC 0 0 219 196 0 0 ____________ 878-551100.Building Maint Misc - BUNKER 0 0 600 600 0 0 ____________ 878-551110.Sitework - FD2 0 0 1,195 1,195 0 0 ____________ 878-551110.Sitework - LIB 0 0 0 4,608 0 0 ____________ 878-551110.Sitework - YMCA 0 0 0 2,500 0 0 ____________ 878-551120.Roofing - CH 0 0 4,029 4,029 0 0 ____________ 878-551130 Plumbing - Misc. 0 0 62 62 0 0 ____________ 878-551130.Plumbing - ADM 0 0 1,255 1,638 0 0 ____________ 878-551130.Plumbing - COMM CTR 0 0 0 215 0 0 ____________ 878-551130.Plumbing - PD 0 0 1,280 1,480 0 0 ____________ 878-551130.Plumbing - EMS1 0 0 299 290 0 0 ____________ 878-551130.Plumbing - SENIOR C 0 0 217 217 0 0 ____________ 878-551130.Plumbing - FD2 0 0 530 921 0 0 ____________ 878-551130.Plumbing - EMS4 0 0 7 6 0 0 ____________ 878-551130.Plumbing - LIB 0 0 749 9,646 0 0 ____________ 878-551130.Plumbing - YMCA 0 0 1,683 1,683 0 0 ____________ 878-551130.Plumbing - AAC 0 0 200 200 0 0 ____________ 878-551140 Electric - Misc. 0 0 9,744 9,846 0 0 ____________ 878-551140.Electric - CH 0 0 341 393 0 0 ____________ 878-551140.Electric - ADM 0 0 0 193 0 0 ____________ 878-551140.Electric - CIVIC C 0 0 471 1,166 0 0 ____________ 878-551140.Electric - PD 0 0 538 538 0 0 ____________ 878-551140.Electric - EMS1 0 0 210 210 0 0 ____________ 878-551140.Electric - FD1 0 0 57 57 0 0 ____________ 878-551140.Electric - F&F/PARKS 0 0 168 168 0 0 ____________ 878-551140.Electric - 11CP 0 0 1,432 518 0 0 ____________ 878-551140.Electric - PW 0 0 25 25 0 0 ____________ 878-551140.Electric - FD2 0 0 0 250 0 0 ____________ 878-551140.Electric - EMS4 0 0 72 72 0 0 ____________ 878-551140.Electric - LIB 0 0 9,158 9,158 0 0 ____________ 878-551140.Electric - YMCA 0 0 424 424 0 0 ____________ 878-551140.Electric - AAC 0 0 0 28 0 0 ____________ 878-551140.Electric - FD3 0 0 0 181 0 0 ____________ 878-551150 HVAC - Misc. 0 0 2,270 2,744 0 0 ____________ 878-551150.HVAC - CIVIC C 0 0 69 5,822 0 0 ____________ XXXXXXXX 148 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 67 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551150.HVAC - PD 0 0 61 61 0 0 ____________ 878-551150.HVAC - EMS1 0 0 523 523 0 0 ____________ 878-551150.HVAC - 11CP 0 0 0 157 0 0 ____________ 878-551150.HVAC - EMS4 0 0 380 395 0 0 ____________ 878-551150.HVAC - LIB 0 0 1,074 1,074 0 0 ____________ 878-551150.HVAC - YMCA 0 0 0 278 0 0 ____________ 878-551150.HVAC - AAC 0 0 2,917 2,917 0 0 ____________ 878-551150.HVAC - AQUATIC C 0 0 12,886 13,406 0 0 ____________ 878-551150.HVAC - FD3 0 0 199 199 0 0 ____________ 878-551160.Windows, Doors - CH 0 0 544 0 0 0 ____________ 878-551160.Windows, Doors - ADM 0 0 0 404 0 0 ____________ 878-551160.Windows, Doors - CIVIC C 0 0 429 429 0 0 ____________ 878-551160.Windows, Doors - PD 0 0 676 1,176 0 0 ____________ 878-551160.Windows, Doors - EMS1 0 0 1,068 1,453 0 0 ____________ 878-551160.Windows, Doors - FD1 0 0 0 602 0 0 ____________ 878-551160.Windows, Doors - EMS/PURCH 0 0 602 235 0 0 ____________ 878-551160.Windows, Doors - F&F/PARKS 0 0 235 0 0 0 ____________ 878-551160.Windows, Doors - 11CP 0 0 2,349 550 0 0 ____________ 878-551160.Windows, Doors - PW 0 0 280 280 0 0 ____________ 878-551160.Windows, Doors -FD2 0 0 277 277 0 0 ____________ 878-551160.Windows, Doors - LIB 0 0 0 544 0 0 ____________ 878-551160.Windows, Doors - AAC 0 0 208 131 0 0 ____________ 878-551170.Finishes - ADM 0 0 1,055 1,055 0 0 ____________ 878-551170.Finishes - CIVIC C 0 0 1,140 1,140 0 0 ____________ 878-551170.Finishes - PD 0 0 151 22,001 0 0 ____________ 878-551170.Finishes - EMS1 0 0 16,345 17,926 0 0 ____________ 878-551170.Finishes - F&F/PARKS 0 0 379 379 0 0 ____________ 878-551170.Finishes - PW 0 0 141 141 0 0 ____________ 878-551170.Finishes - FD2 0 0 0 182 0 0 ____________ 878-551170.Finishes - AAC 0 0 0 45 0 0 ____________ 878-551400 Minor & Other Equip Maint 6,318 6,259 5,000 3,692 5,000 0 ____________ 878-551800 Other Maintenance Agreements 31,951 19,939 18,198 15,897 18,000 33,536 ____________ TOTAL Maintenance Services 214,636 427,285 584,297 314,731 469,299 428,536 Rental/Leasing 878-561100 Rental-Equipment 4,718 400 500 80 500 500 ____________ TOTAL Rental/Leasing 4,718 400 500 80 500 500 Operating Equipment 878-571600 Police/Fire/Medical Equipment 14,520 3,988 1,500 150 1,500 16,500 ____________ 878-571700 Improvement Under $5,000 1,760 0 0 0 0 0 ____________ 878-571800 Equipment Less $5,000 4,992 1,682 0 650 0 0 ____________ TOTAL Operating Equipment 21,272 5,670 1,500 800 1,500 16,500 XXXXXXXX 149 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 68 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 INTERNAL SERVICE EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 878-581200 Vehicles & Access. Over $5,00 59,316 26,012 25,000 32,452 35,000 30,000 ____________ 878-581800 Equipment Over $5,000 0 10,426 0 0 0 0 ____________ TOTAL Capital Outlay 59,316 36,438 25,000 32,452 35,000 30,000 ________________________________________________________________________________________________________________________________________ TOTAL BUILDING MAINTENANCE 1,442,251 1,491,452 1,608,197 1,290,573 1,588,760 1,631,808 ________________________________________________________________________________________________________________________________________ TOTAL INTERNAL SERVICE 5,334,250 5,994,326 6,671,465 5,084,730 6,260,260 6,943,689 XXXXXXXX 150 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 69 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers 900-548404 Transfer Out - Capital Projec 0 0 4,000,000 0 0 581,300 ____________ TOTAL Fund Charges/Transfers 0 0 4,000,000 0 0 581,300 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 4,000,000 0 0 581,300 XXXXXXXX 151 of 249 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. Prescription s will be filled and administered at the Hospital’s Seguin facility. The City agrees to pay the hospital an agreed upon amount under the yearly contract. The Hospital agrees to provide written reports to the City and to provide the City with the complete budget for the Hospital’s drug program. This contract is for $5,000. The City of Schertz also provides assistance to the Guadalupe Children’s Advocacy Center. The Center provides a warm, homelike environment for children who visit to be interviewed about physical or sexual abuse. The Children’s Advocacy Center’s primary emphasis is placed on the well -being of the child to prevent further trauma. This agreement is for $5,000 Transportation Assistance is provided through Alamo Regional Transit for senior citizens. Starting in 2016-17 the City has entered into a support agreement with the Schertz Housing Authority to provide assistance in their mission of helping those in need find suitable living spaces. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget City Assistance $291,811 $317,666 $320,000 Operating Equipment 11,316 15,000 10,000 Total $303,127 $332,666 $330,000 PROGRAM JUSTIFICATION & ANALYSIS The FY 2020-21 Budget will decrease 0.8% from the FY 2019-20 year end estimate with no change in operations. XXXXXXXX 152 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 70 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY'S ASSISTANCE ================= Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Assistance 901-537300 Patient Assistence 5,000 5,000 5,000 5,000 5,000 5,000 ____________ 901-537400 Transportation Assistance 28,872 42,666 45,000 42,666 42,666 45,000 ____________ 901-537500 Children's Advocacy Assistanc 5,000 5,000 5,000 5,000 5,000 5,000 ____________ 901-537600 Schertz Housing Authority 5,000 5,000 5,000 5,000 5,000 5,000 ____________ 901-537700 Senior Citizens Program 259,751 234,145 260,000 194,698 260,000 260,000 ____________ TOTAL City Assistance 303,623 291,811 320,000 252,364 317,666 320,000 Operating Equipment 901-571600 Donation-Expense Sr. Center 8,467 11,316 10,000 4,322 15,000 10,000 ____________ TOTAL Operating Equipment 8,467 11,316 10,000 4,322 15,000 10,000 ________________________________________________________________________________________________________________________________________ TOTAL CITY'S ASSISTANCE 312,091 303,127 330,000 256,686 332,666 330,000 XXXXXXXX 153 of 249 DEPARTMENT: 910 COURT RESTRICTED FUNDS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The court security fee and court technology fees are revenues that are restricted on use. The court technology must only be spent to purchase new or replacement devices to improve or maintain the efficiency of the Municipal Court. Approved purchases are computers, servers where court files are stored and computerized ticket writers. The court security fee can only be used to add or enha nce security measure to the court room for the safety of staff and citizens. Currently the security fee will be used to offset a Deputy Marshal position which provides security for the Court. 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Operating Equipment $2,607 $19,765 $22,992 Total $2,607 $19,765 $22,992 PROGRAM JUSTIFICAITON & ANALYSIS The FY 2020-21 Budget will increase $3,227 from the FY 2019-20 to match the increase in court technology fee projections. XXXXXXXX 154 of 249 9-04-2020 02:21 PM C I T Y O F S C H E R T Z PAGE: 72 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: AUGUST 31ST, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ COURT-RESTRICTED FUNDS ====================== Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 910-571600 Court Technology Expenditure 6,500 2,607 22,992 624 19,765 22,992 ____________ TOTAL Operating Equipment 6,500 2,607 22,992 624 19,765 22,992 ________________________________________________________________________________________________________________________________________ TOTAL COURT-RESTRICTED FUNDS 6,500 2,607 22,992 624 19,765 22,992 XXXXXXXX 155 of 249 THIS PAGE INTENTIONALLY LEFT BLANK XXXXXXXX 156 of 249 FUND: 505 INTEREST & SINKING FUND DESCRIPTION This fund is used to account for the accumulation of resources for and the payment of general long term debt principal and interest on city debt. The Interest & Sinking portion of the property taxes are directly deposited by the County Tax Assessor’s Office into this fund. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Taxes $6,414,868 $6,733,000 $6,980,821 Miscellaneous 170,594 127,500 115,000 Total $6,585,462 $6,860,500 $7,095,821 Expenses Professional Service $48,880 $5,000 50,000 Debt Service 6,678,977 7,022,007 7,044,861 Total $6,727,858 $7,027,007 $7,094,861 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenues for FY 2020-21 increase 3.4% from the FY 2019-20 estimate with higher property values. Expenses: The FY 2020-21 Budget will increase 1.0% from the FY 2019-20 year end estimate following the debt service schedule. XXXXX 157 of 249 XXXXXXXX 157 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 6,148,041 6,414,868 6,733,000 6,626,502 6,733,000 6,980,821 ____________ Fund Transfers 0 0 144,003 0 0 0 ____________ Miscellaneous 6,557,697 170,594 150,000 68,920 127,500 115,000 ____________ TOTAL REVENUES 12,705,739 6,585,462 7,027,003 6,695,422 6,860,500 7,095,821 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 13,055,963 6,727,858 7,027,003 5,809,381 7,027,007 7,094,861 ____________ TOTAL GENERAL GOVERNMENT 13,055,963 6,727,858 7,027,003 5,809,381 7,027,007 7,094,861 ____________ TOTAL EXPENDITURES 13,055,963 6,727,858 7,027,003 5,809,381 7,027,007 7,094,861 REVENUE OVER/(UNDER) EXPENDITURES ( 350,224) ( 142,396) ( 0) 886,041 ( 166,507) 960 =========== =========== =========== =========== =========== ============ ============ XXXXX 158 of 249 XXXXXXXX 158 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411900 Property Tax Revenue 6,148,041 6,414,868 6,733,000 6,626,502 6,733,000 6,980,821 ____________ TOTAL Taxes 6,148,041 6,414,868 6,733,000 6,626,502 6,733,000 6,980,821 Fund Transfers 000-481000 Transfer In - Reserves 0 0 144,003 0 0 0 ____________ TOTAL Fund Transfers 0 0 144,003 0 0 0 Miscellaneous 000-491000 Interest Earned 4,352 6,774 6,000 1,671 2,500 0 ____________ 000-491200 Investment Income 57,576 44,102 44,000 17,249 25,000 15,000 ____________ 000-495015 Contribution from SED 360,769 0 0 0 0 0 ____________ 000-495020 Contribution From YMCA 100,000 100,000 100,000 50,000 100,000 100,000 ____________ 000-497000 Misc Income 0 277 0 0 0 0 ____________ 000-498000 Proceeds From Refunding Debt 6,035,000 19,442 0 0 0 0 ____________ TOTAL Miscellaneous 6,557,697 170,594 150,000 68,920 127,500 115,000 ____________ TOTAL REVENUES 12,705,739 6,585,462 7,027,003 6,695,422 6,860,500 7,095,821 =========== =========== =========== =========== =========== ============ ============ XXXXX 159 of 249 XXXXXXXX 159 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541500 Paying Agent 4,150 4,350 5,000 2,000 5,000 5,000 ____________ 101-541502 Cost of Bond Issuance 76,056 44,530 0 0 0 45,000 ____________ TOTAL Professional Services 80,206 48,880 5,000 2,000 5,000 50,000 Debt Service 101-555612 Bond-GO Refunding 2010-Princi 285,000 300,000 0 0 0 0 ____________ 101-555612.Bond-GO Refundin 2010-Interes 38,475 4,500 0 0 0 0 ____________ 101-555628 Bond-CO 2007-Principal 0 0 0 0 0 325,000 ____________ 101-555628.Bond-CO 2007-Interest 0 0 0 0 0 98,800 ____________ 101-555629 Bond-GO 2007 Principal 290,000 300,000 315,000 315,000 315,000 0 ____________ 101-555629.Bond-GO 2007 Interest 136,312 124,305 111,823 59,117 111,823 0 ____________ 101-555630 Bond-GO SR2008 Principal 475,000 0 0 0 0 0 ____________ 101-555630.Bond-GO SR2008 Interest 9,809 0 0 0 0 0 ____________ 101-555631 Bond-GO SR2009 Principal 550,000 93,575 0 0 0 0 ____________ 101-555631.Bond-GO SR2009 Interest 249,138 120,100 0 0 0 0 ____________ 101-555633 Bond-GO SR2011 Principal 240,000 250,000 260,000 260,000 260,000 270,000 ____________ 101-555633.Bond-GO SR2011 Interest 327,038 318,463 308,888 157,044 308,888 296,938 ____________ 101-555634 Bond-GO 2011A Refund-Principa 635,000 485,000 475,000 475,000 475,000 485,000 ____________ 101-555634.Bond-GO 2011A Refund-Interest 87,701 74,515 63,551 34,542 63,551 52,367 ____________ 101-555635 Bond-GO 2012 - Principal 335,000 345,000 355,000 355,000 355,000 365,000 ____________ 101-555635.Bond-GO 2012 - Interest 168,095 157,945 149,170 77,248 149,170 138,370 ____________ 101-555636 Tax Note - SR2013 - Principal 170,000 0 0 0 0 0 ____________ 101-555636.Tax Note - SR2013 - Interest 1,445 0 0 0 0 0 ____________ 101-555637 Tax Note - SR2013A - Principa 165,000 0 0 0 0 0 ____________ 101-555637.Tax Note - SR2013A - Interest 1,072 0 0 0 0 0 ____________ 101-555638 Bond-GO 2014 Refund-Principal 100,000 100,000 100,000 100,000 100,000 100,000 ____________ 101-555638.Bond-GO 2014 Refund-Interest 289,775 286,775 283,775 142,638 283,775 280,775 ____________ 101-555639 Tax Note - SR2015 - Principal 35,000 35,000 35,000 0 35,000 40,000 ____________ 101-555639.Tax Note - SR2015 - Interest 2,532 1,923 1,313 652 1,313 700 ____________ 101-555640 Bond-Ref 2015 Bond-Principal 490,000 660,000 675,000 675,000 675,000 690,000 ____________ 101-555640.Bond-GO Ref 2015-Interest 92,725 81,225 66,188 37,313 66,188 47,400 ____________ 101-555641 Tax Note - SR2015A-Principal 145,000 150,000 150,000 0 150,000 150,000 ____________ 101-555641.Tax Note - SR2015A - Interest 11,507 9,267 7,007 3,504 7,007 4,697 ____________ 101-555642 Bond-GO SR2016-Principal 205,000 215,000 225,000 225,000 225,000 235,000 ____________ 101-555642.Bond-GO SR2016-Interest 167,606 159,206 150,406 77,453 150,406 141,207 ____________ 101-555643 Bond-TaxableB CO SR2016-Princ 55,000 55,000 60,000 60,000 60,000 60,000 ____________ 101-555643.Bond-Taxable CO SR2016-Intere 47,238 45,588 43,863 22,381 43,863 42,063 ____________ 101-555644 Bond-NonTaxA CO SR2016-Princi 165,000 175,000 180,000 180,000 180,000 190,000 ____________ 101-555644.Bond-NonTax CO SR2016-Interes 69,469 62,669 55,569 29,584 55,569 48,169 ____________ 101-555645 Bond-CO SR2017-Principal 245,000 280,000 357,413 290,000 357,413 405,000 ____________ 101-555645.Bond-CO SR2017 - Interest 178,688 139,025 63,063 67,413 63,063 126,800 ____________ 101-555646 Bond-GO SR2017 - Principal 135,000 150,000 155,000 155,000 155,000 160,000 ____________ 101-555646.Bond-GO SR2017 - Interest 143,944 114,225 109,650 55,988 109,650 104,925 ____________ 101-555647 Bond-GO 2018 Refund- Principa 0 550,000 560,000 560,000 560,000 570,000 ____________ 101-555647.Bond-GO 2018 Refund - Interes 73,567 122,112 110,346 58,141 110,346 98,368 ____________ 101-555648 Bond-CO SR2018 - Principal 0 210,000 220,000 220,000 220,000 235,000 ____________ XXXXX 160 of 249 XXXXXXXX 160 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 101-555648.Bond-CO 2018 - Interest 0 214,951 187,263 96,381 187,263 175,888 ____________ 101-555649 Bond-GO 2018 Ref - Principal 0 95,000 580,000 580,000 580,000 530,000 ____________ 101-555649.Bond-GO 2018 Ref - Interest 0 193,609 227,444 120,972 227,444 199,694 ____________ 101-555650 Bond-CO 2019-Principal 0 0 250,000 250,000 250,000 255,000 ____________ 101-555650.Bond-CO 2019-Interest 0 0 130,275 67,013 130,275 122,700 ____________ TOTAL Debt Service 6,816,134 6,678,977 7,022,003 5,807,381 7,022,007 7,044,861 Other Financing Sources 101-556300 Payment To Refund Debt 6,159,623 0 0 0 0 0 ____________ TOTAL Other Financing Sources 6,159,623 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 13,055,963 6,727,858 7,027,003 5,809,381 7,027,007 7,094,861 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 13,055,963 6,727,858 7,027,003 5,809,381 7,027,007 7,094,861 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 13,055,963 6,727,858 7,027,003 5,809,381 7,027,007 7,094,861 =========== =========== =========== =========== =========== ============ ============ XXXXX 161 of 249 XXXXXXXX 161 of 249 THIS PAGE INTENTIONALLY LEFT BLANK XXXXXXXX 162 of 249 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. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenues Franchises $224,928 $261,992 $238,750 Permits 0 3,000 0 Fees 24,575,500 25,907,843 24,803,500 Fund Transfers 348,302 146,400 146,400 Miscellaneous 2,476,326 855,618 315,718 Total $27,124,473 $27,174,853 $25,504,368 Expenses Non Departmental $4,691,243 $4,215,105 $0 Business Office 828,453 965,105 903,653 W&S Administration 23,542,137 23,229,289 23,834,892 Projects 0 1,638,000 0 Total $28,233,380 $29,082,394 $24,738,545 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2020-21 are expected to decrease 6.1% from the FY 2019-20 year end estimate with lower water and sewer fees after COVID-19. Expenses: The FY 2020-21 Budget decreases 14.9% from the FY 2019-20 year end estimates due to fewer projects being funded which offset increases in the W&S Administration. XXXXXXXX 163 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Franchises 263,469 224,928 227,380 268,742 261,992 238,750 ____________ Permits 0 0 0 3,000 3,000 0 ____________ Fees 23,293,054 24,074,917 24,575,500 23,456,229 25,907,843 24,803,500 ____________ Fund Transfers 141,510 348,302 4,271,255 122,000 146,400 146,400 ____________ Miscellaneous 3,495,149 2,476,326 465,218 394,706 455,618 315,718 ____________ TOTAL REVENUES 27,193,182 27,124,473 29,539,353 24,244,678 26,774,853 25,504,368 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 5,877,000 3,862,790 3,250,000 0 3,250,000 0 ____________ BUSINESS OFFICE 822,393 828,453 946,023 850,865 965,105 903,653 ____________ TOTAL GENERAL GOVERNMENT 6,699,393 4,691,243 4,196,023 850,865 4,215,105 903,653 PUBLIC WORKS W & S ADMINISTRATION 21,777,119 23,542,137 23,705,330 20,921,121 23,229,289 23,834,892 ____________ TOTAL PUBLIC WORKS 21,777,119 23,542,137 23,705,330 20,921,121 23,229,289 23,834,892 MISC & PROJECTS PROJECTS 0 0 1,638,000 446,944 1,638,000 0 ____________ TOTAL MISC & PROJECTS 0 0 1,638,000 446,944 1,638,000 0 ____________ TOTAL EXPENDITURES 28,476,512 28,233,380 29,539,353 22,218,930 29,082,394 24,738,545 REVENUE OVER/(UNDER) EXPENDITURES ( 1,283,330) ( 1,108,907) 0 2,025,748 ( 2,307,541) 765,823 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 164 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Franchises 000-421490 Cell Tower Leasing 263,469 224,928 227,380 268,742 261,992 238,750 ____________ TOTAL Franchises 263,469 224,928 227,380 268,742 261,992 238,750 Permits 000-436010 Network Nodes 0 0 0 3,000 3,000 0 ____________ TOTAL Permits 0 0 0 3,000 3,000 0 Fees 000-455200 Garbage Collection Fee 4,960,183 5,130,049 5,280,000 4,585,932 5,200,000 5,280,000 ____________ 000-455500 Water & Sewer Transfer Fee ( 10) 10 0 0 0 0 ____________ 000-455600 Fire Line Fees 29,015 33,160 33,000 0 0 33,000 ____________ 000-455700 Recycle Fee Revenue 305,469 328,531 336,000 303,099 330,000 336,000 ____________ 000-455800 W&S Line Constructn Reimbur 36,474 23,182 20,000 26,445 21,427 20,000 ____________ 000-457100 Sale of Water 10,666,527 11,089,576 10,914,000 10,912,528 12,000,000 11,100,000 ____________ 000-457110 Edwards Water Lease 54,872 34,244 40,000 55,616 55,616 40,000 ____________ 000-457120 Water Transfer Charge-Selma 26,420 50,571 30,000 17,169 34,000 30,000 ____________ 000-457200 Sale of Meters 143,916 95,390 120,000 96,345 103,000 120,000 ____________ 000-457400 Sewer Charges 6,816,996 7,281,618 7,550,000 7,323,964 7,900,000 7,592,000 ____________ 000-457500 Water Penalties 250,316 5,659 250,000 132,305 260,000 250,000 ____________ 000-459200 NSF Check Fee-Water&Sewer 2,875 2,925 2,500 2,825 3,800 2,500 ____________ TOTAL Fees 23,293,054 24,074,917 24,575,500 23,456,229 25,907,843 24,803,500 Fund Transfers 000-486000 Transfer In - Reserves 0 0 4,124,855 0 0 0 ____________ 000-486100 Transfer In 0 207,302 0 0 0 0 ____________ 000-486204 Interfnd Chrg-Drainage Billin 141,510 141,000 146,400 122,000 146,400 146,400 ____________ TOTAL Fund Transfers 141,510 348,302 4,271,255 122,000 146,400 146,400 Miscellaneous 000-490000 Misc Charges 10,989 10,434 5,000 6,012 10,400 10,500 ____________ 000-491000 Interest Earned 44,859 69,496 75,000 22,195 40,000 40,000 ____________ 000-491200 Investment Income 158,054 227,580 240,000 140,014 200,000 120,000 ____________ 000-495013 Capital Contribution-W&S 3,132,348 1,975,524 0 0 0 0 ____________ 000-496000 Water Construction Reserve Ac 1 0 0 1 0 0 ____________ 000-497000 Misc Income-W&S 17,267 55,590 20,000 75,871 80,000 20,000 ____________ 000-498110 Salary Reimb-SSLGC 131,630 137,703 125,218 150,614 125,218 125,218 ____________ 000-498200 Reimbursmnt-W&S Project 1 0 0 0 0 0 ____________ TOTAL Miscellaneous 3,495,149 2,476,326 465,218 394,706 455,618 315,718 ____________ TOTAL REVENUES 27,193,182 27,124,473 29,539,353 24,244,678 26,774,853 25,504,368 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 165 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers 101-548406 Transfer To Public Improvemen 5,825,000 3,800,000 3,250,000 0 3,250,000 0 ____________ TOTAL Fund Charges/Transfers 5,825,000 3,800,000 3,250,000 0 3,250,000 0 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Other Financing Sources 101-556000 Issuance Costs 52,000 62,790 0 0 0 0 ____________ TOTAL Other Financing Sources 52,000 62,790 0 0 0 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 5,877,000 3,862,790 3,250,000 0 3,250,000 0 XXXXXXXX 166 of 249 DEPARTMENT: FINANCE DIVISION: 176 WATER AND SEWER UTILITY BILLING FUND: 202 WATER AND SEWER DEPARTMENT DESCRIPTION Read meters for calculating usage. Prepare all utility bills for mailing. Collect utility payments and post to customer’s account. Set up new customer accounts. Conduct sewer averaging annually. Collect payments for other departments. Collect debt for various departments. Solve complaints in timely and fair manner. Collect payments for other utilities and service providers. Take care of meter box maintenance. GOALS AND OBJECTIVES • Continue to provide friendly and efficient services to our customers. • To encourage and educate our customers to use delivery of e-mail statements. • To encourage and educate our customers to pay their utility bill by using the City’s automatic draft payments services, online web payments, and e- services through their financial institution. • To read water meters in a safe, reliable, and efficient manner • Provide accurate and expedited utility billing statements XXXXXXXX 167 of 249 UTILITY BILLING ORGANIZATIONAL CHART UTILITY BILLING 2018-19 2019-20 2020-21 Utility Billing Manager 1 1 1 Utility Billing Asst. Manager 1 1 1 Utility Billing Clerk II 2 2 0 Utility Billing Clerk 2 2 4 Meter Tech I 2 2 3 Meter Tech II 1 1 0 TOTAL POSITIONS 9 9 9 City Manager Executive Director Services Finance Utility Billing Municipal Court XXXXXXXX 168 of 249 UTILITY BILLING Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel Services $434,343 $481,310 $498,813 Supplies 2,308 3,200 5,100 City Support Services 250 42,900 5,000 Utility Services 6,763 9,200 9,200 Operations Support 126,535 124,500 120,500 Staff Support 4,822 4,460 6,400 Professional Services 246,532 242,800 253,000 Maintenance Services 6,540 6,500 5,040 Operating Equipment 360 430 600 Capital Outlay 0 49,805 0 Total $828,453 $965,105 $903,653 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget decreases 6.4% from the FY 2019-20 year end estimate. Personnel increases from the classification and compensation study recommendation are offset by no capital outlay purchases and no software upgrades for FY 2020-21. XXXXXXXX 169 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ BUSINESS OFFICE =============== Personnel Services 176-511110 Regular 293,782 298,731 317,221 289,849 317,221 325,655 ____________ 176-511120 Overtime 6,797 4,945 3,200 5,375 6,000 6,845 ____________ 176-511180 LTD 891 816 983 221 221 1,010 ____________ 176-511210 Longevity 5,611 4,646 5,546 5,546 5,546 6,164 ____________ 176-511310 FICA - Employer 22,643 23,430 24,936 22,138 24,936 25,908 ____________ 176-511350 TMRS-Employer 54,856 49,628 52,676 44,358 52,676 55,261 ____________ 176-511410 Health-Employer 67,161 50,494 73,290 65,464 73,290 76,284 ____________ 176-511500 Workers' Compensation 1,461 1,654 1,626 1,420 1,420 1,686 ____________ TOTAL Personnel Services 453,201 434,343 479,478 434,372 481,310 498,813 Supplies 176-521000 Operating Supplies 1,164 873 1,700 1,523 1,700 3,000 ____________ 176-521100 Office Supplies 1,752 1,435 2,100 1,404 1,500 2,100 ____________ TOTAL Supplies 2,916 2,308 3,800 2,926 3,200 5,100 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 176-532400 Computer Fees & Licenses 0 0 0 67,064 42,271 0 ____________ 176-532900 Contingencies 1 250 4,501 984 629 5,000 ____________ TOTAL City Support Services 1 250 4,501 68,048 42,900 5,000 Utility Services 176-533310 Telephone/Cell Phone 1,026 1,914 2,345 1,989 1,700 3,200 ____________ 176-533500 Vehicle Fuel 0 4,849 9,000 6,244 7,500 6,000 ____________ TOTAL Utility Services 1,026 6,763 11,345 8,232 9,200 9,200 Operations Support 176-534000 Postage 72,670 80,006 93,000 66,054 75,000 90,000 ____________ 176-534200 Printing & Binding 43,682 41,915 56,000 17,819 40,000 21,000 ____________ 176-534300 Equipment Maintenance - Copie 9,028 4,614 9,500 0 9,500 9,500 ____________ 176-534800 Temporary Empl. Services 16,037 0 0 0 0 0 ____________ TOTAL Operations Support 141,417 126,535 158,500 83,873 124,500 120,500 Staff Support 176-535100 Uniforms 2,715 1,950 2,709 2,279 2,000 2,300 ____________ 176-535200 Awards 30 193 200 0 200 200 ____________ 176-535300 Memberships 30 30 100 37 10 100 ____________ 176-535500 Training/Travel 802 2,516 3,500 1,636 2,000 3,500 ____________ 176-535510 Meeting Expenses 179 133 250 222 250 300 ____________ TOTAL Staff Support 3,755 4,822 6,759 4,175 4,460 6,400 XXXXXXXX 170 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 176-541800 Credit Card Fees 208,802 243,699 240,000 216,105 240,000 250,000 ____________ 176-541810 Credit Cards Fees - AMEX 1,498 2,833 3,000 1,677 2,800 3,000 ____________ TOTAL Professional Services 210,300 246,532 243,000 217,782 242,800 253,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 176-551800 Other Maintenance Agreements 6,120 6,540 8,040 4,620 6,500 5,040 ____________ TOTAL Maintenance Services 6,120 6,540 8,040 4,620 6,500 5,040 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 176-571000 Furniture & Fixtures 3,147 360 600 430 430 600 ____________ 176-571400 Communication Equip LESS $500 510 0 0 0 0 0 ____________ TOTAL Operating Equipment 3,657 360 600 430 430 600 Capital Outlay 176-581200 Vehicles & Access. Over $5,00 0 0 30,000 0 30,000 0 ____________ 176-581700 IMPROVEMENTS OVER $5,000 0 0 0 26,406 19,805 0 ____________ TOTAL Capital Outlay 0 0 30,000 26,406 49,805 0 ________________________________________________________________________________________________________________________________________ TOTAL BUSINESS OFFICE 822,393 828,453 946,023 850,865 965,105 903,653 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 6,699,393 4,691,243 4,196,023 850,865 4,215,105 903,653 XXXXXXXX 171 of 249 DEPARTMENT: PUBLIC WORKS DIVISION: 575 WATER & SEWER ADMINISTRATION FUND: 202 WATER AND SEWER DEPARTMENT DESCRIPTION The Water and Wastewater division of Public Works p rovides reliable water and wastewater services to all Schertz residents through maintenance, repair, strategic planning, inspection of new infrastructure, and the expansion of water and wastewater services. As part of this division’s service to the community, the employees offer excellent customer service, participate in community events, provide a weekly chipping service, meet with developers and utility providers, review plat and subdivision plans, as well as review water and wastewater construction plans. In addition, the Water and Wastewater division o versees the drought and water conservation plans/ordinance, provides letters of availability and Certificates of Convenience and Necessity, assists other departments, and conduct department training, education, and planning. GOALS AND OBJECTIVES • Provide an efficient and reliable water and wastewate r system that meets all of the State rules and regulations. • Ensure an adequate future water supply. • Engage personnel in making decisions to strengthen 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. ORGANIZATION CHART XXXXXXXX 172 of 249 WATER AND SEWER ADMINISTRATION WATER & SEWER ADMINISTRATION 2018-19 2019-20 2020-21 Director 1 1 1 Assistant Director(Water/Wastewater Manager) 1 1 1 Senior Administrative Assistant 1 1 1 Clerk/Dispatcher 1 1 1 Schertz-Seguin Local Government Corp Gen Mgr 1 1 1 Water & Sewer Supervisor (Superintendent) 1 1 1 Water & Sewer Foreman 1 1 1 Serviceman III 1 1 1 Serviceman II 5 5 5 Serviceman I 10 10 10 TOTAL POSITIONS 23 23 23 City Manager Executive Director Operations Public Works Streets Water & Sewer Drainage XXXXXXXX 173 of 249 WATER AND SEWER ADMINISTRATION PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Water Accounts 16434 16734 17000 Miles of Water Main 227 230 232 Miles of Sewer Main 115 118 122 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Gallons Pumped (Edwards), acre feet 125 135 138 Gallons Received (SSLGC), acre feet 5224 6000 6000 Gallons Distributed, acre feet 4937 5300 5500 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget New Meter Installed 311 350 350 New Service Taps 0 10 10 Water Service Calls 1085 1250 1250 Water Main Break, Service Repair Calls 1079 1200 1200 Sewer Backup and Repair Calls 784 825 850 XXXXXXXX 174 of 249 WATER AND SEWER ADMINISTRATION Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Personnel Services $1,350,479 $1,494,633 $1,549,996 Supplies 313,562 222,200 187,500 City Support Services 52,962 62,860 166,535 Utility Services 3,480,075 3,554,550 3,575,800 Operations Support 9,193 11,250 11,300 Staff Support 35,762 38,000 39,500 City Assistance 205 500 500 Professional Services 373,084 349,000 409,615 Fund Charges/Transfers 8,545,539 6,355,534 6,470,624 Maintenance Services 8,857,026 8,835,140 9,166,090 Other Costs 38,436 40,000 40,000 Debt Service 480,954 2,100,622 2,106,932 Rental/Leasing (30,307) 4,000 4,500 Operating Equipment 35,167 12,000 8,000 Capital Outlay 0 149,000 98,000 Total $23,542,137 $23,229,289 $23,834,892 Projects $0 $1,638,000 $0 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2020-21 Budget will increase 2.6% from the FY 2019-20 year end estimate for increased sewer treatment costs from the new winter average. Additional increases include personnel expenditures related to being fully staffed and for the classification and compensation study recommendation. XXXXXXXX 175 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ W & S ADMINISTRATION ==================== Personnel Services 575-511110 Regular 814,575 882,187 949,873 980,129 949,873 988,783 ____________ 575-511120 Overtime 35,780 40,045 17,945 49,364 53,000 21,213 ____________ 575-511180 LTD 2,577 2,618 3,005 719 719 3,160 ____________ 575-511210 Longevity 22,187 20,146 27,542 22,381 22,381 24,270 ____________ 575-511230 Certification Allowance 13,606 15,798 13,201 13,117 13,201 13,201 ____________ 575-511240 Vehicle/phone Allowance 0 0 0 658 900 900 ____________ 575-511310 FICA - Employer 63,139 70,862 76,758 76,425 76,758 79,885 ____________ 575-511350 TMRS-Employer 150,648 153,905 160,789 155,372 160,789 170,396 ____________ 575-511410 Health-Employer 149,132 155,416 208,469 207,080 208,469 238,201 ____________ 575-511500 Workers' Compensation 8,212 9,503 9,783 8,543 8,543 9,987 ____________ TOTAL Personnel Services 1,259,856 1,350,479 1,467,365 1,513,789 1,494,633 1,549,996 Supplies 575-521000 Operating Supplies 8,247 11,240 9,000 8,447 9,000 9,000 ____________ 575-521100 Office Supplies 1,004 1,478 1,500 1,398 1,500 1,500 ____________ 575-521200 Medical/Chem Supplies 1,023 955 1,500 863 1,200 1,500 ____________ 575-521400 Plumbing Supplies 17,818 78,927 50,000 34,472 50,000 50,000 ____________ 575-521405 Water Meters-New 150,235 220,754 125,000 135,304 160,000 125,000 ____________ 575-521600 Equip Maint Supplies 9 208 500 0 500 500 ____________ TOTAL Supplies 178,336 313,562 187,500 180,484 222,200 187,500 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 575-532500 City Insurance-Commercial 45,441 51,068 50,068 56,697 56,697 57,000 ____________ 575-532800 Employee Appreciation Events 1,953 1,894 2,500 2,169 2,500 2,500 ____________ 575-532900 Contingencies 12,435 0 72,035 0 3,663 107,035 ____________ TOTAL City Support Services 59,829 52,962 124,603 58,866 62,860 166,535 Utility Services 575-533100 Gas Utility Service 1,178 1,377 1,500 1,416 1,500 1,500 ____________ 575-533200 Electric Utility Service 295,137 302,733 320,000 222,965 305,000 320,000 ____________ 575-533310 Telephone/Cell Phones 2,729 2,543 3,500 1,782 3,000 3,500 ____________ 575-533320 Telephone/Air Cards 218 170 800 124 350 800 ____________ 575-533400 Water Purchase 3,175,122 3,129,241 3,200,000 2,677,005 3,200,000 3,200,000 ____________ 575-533410 Water Utility Service 9,456 1,538 10,000 1,511 2,200 10,000 ____________ 575-533500 Vehicle Fuel 44,240 42,472 40,000 36,277 42,500 40,000 ____________ TOTAL Utility Services 3,528,081 3,480,075 3,575,800 2,941,079 3,554,550 3,575,800 XXXXXXXX 176 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 575-534000 Postage 207 272 300 182 250 300 ____________ 575-534100 Advertising 971 2,950 5,000 3,350 5,000 5,000 ____________ 575-534200 Printing & Binding 38 284 500 0 500 500 ____________ 575-534300 Equipment Maintenance - Copie 5,202 5,687 5,500 6,550 5,500 5,500 ____________ TOTAL Operations Support 6,419 9,193 11,300 10,082 11,250 11,300 Staff Support 575-535100 Uniforms 8,982 17,645 15,000 15,689 15,000 16,500 ____________ 575-535300 Memberships 5,758 5,946 6,000 5,701 6,000 6,000 ____________ 575-535500 Training/Travel 8,973 11,013 15,000 11,106 15,000 15,000 ____________ 575-535510 Meeting Expenses 1,648 1,158 2,000 1,235 2,000 2,000 ____________ 575-535600 Professional Certification 222 0 0 0 0 0 ____________ TOTAL Staff Support 25,583 35,762 38,000 33,730 38,000 39,500 City Assistance 575-537100 Medical Services 333 205 1,500 187 500 500 ____________ TOTAL City Assistance 333 205 1,500 187 500 500 Professional Services 575-541200 Legal Svcs 211,625 178,159 200,000 219,117 220,000 200,000 ____________ 575-541300 Other Consl/Prof Services 102,431 82,647 147,965 25,232 29,000 112,965 ____________ 575-541305 Cell Tower Management Fees 64,122 80,634 68,214 79,610 80,000 71,650 ____________ 575-541400 Auditor/Accounting Service 24,000 30,644 24,000 19,000 19,000 24,000 ____________ 575-541500 Paying Agent 800 1,000 1,000 1,000 1,000 1,000 ____________ 575-541650 Misc Expenses 203 0 0 0 0 0 ____________ TOTAL Professional Services 403,181 373,084 441,179 343,959 349,000 409,615 Fund Charges/Transfers 575-548040 Contribution To CVLGC 300,000 480,000 100,000 100,000 100,000 300,000 ____________ 575-548050 Contribution to SSLG 2,906,068 3,807,218 4,006,734 3,998,066 4,006,734 3,875,323 ____________ 575-548060 Contribution to CCMA 410,650 577,775 726,800 717,400 726,800 723,850 ____________ 575-548101 Transfer Out - General Fund 0 0 4,000 0 4,000 4,000 ____________ 575-548106 Transfer Out- Special Events 3,640 0 0 0 0 0 ____________ 575-548600 Inter-fund Charges-Admin 1,344,140 1,365,998 1,385,000 1,154,167 1,385,000 1,450,827 ____________ 575-548610 Interfund Charge-Fleet 129,890 140,288 132,937 110,781 133,000 116,624 ____________ 575-548700 Bad Debt Expense 70,807 0 0 0 0 0 ____________ 575-548800 Depreciation Expense 2,150,733 2,162,879 0 0 0 0 ____________ 575-548900 Amortization Expense 0 11,381 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 7,315,927 8,545,539 6,355,471 6,080,414 6,355,534 6,470,624 XXXXXXXX 177 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 8 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 575-551100 Building Maintenance 1,572 6 5,000 1,639 5,000 5,000 ____________ 575-551300 Computer Maintenance 6,218 6,377 17,500 8,992 12,000 17,500 ____________ 575-551400 Minor & Other Equip Maint 25 167 2,500 1,124 2,500 2,500 ____________ 575-551500 Water Maintenance 138,060 152,846 155,000 33,294 155,000 155,000 ____________ 575-551510 Waste Contractor Expense 4,687,548 4,848,197 4,540,000 4,188,064 4,500,000 4,721,600 ____________ 575-551520 Sewer Treatment-CCMA/MUD 3,636,298 3,797,306 4,316,000 3,137,558 4,000,000 4,100,000 ____________ 575-551530 Sewer Maintenance 28,650 32,067 84,000 69,604 80,000 84,000 ____________ 575-551540 I&I Maintenance 0 6,033 60,000 0 60,000 60,000 ____________ 575-551600 Street Maintenance Materials 20,867 13,736 20,000 20,023 20,000 20,000 ____________ 575-551720 Low Flow Rebate Program 50 50 250 300 400 250 ____________ 575-551800 Other Maintenance Agreements 260 240 240 180 240 240 ____________ TOTAL Maintenance Services 8,519,547 8,857,026 9,200,490 7,460,778 8,835,140 9,166,090 Other Costs 575-554100 State Water Fees-TCEQ 36,615 38,436 40,000 36,605 40,000 40,000 ____________ TOTAL Other Costs 36,615 38,436 40,000 36,605 40,000 40,000 Debt Service 575-555900 Debt Service 0 0 1,500,000 1,500,000 1,500,000 1,560,000 ____________ 575-555900.Interest Expense 382,603 480,954 600,622 600,563 600,622 546,932 ____________ TOTAL Debt Service 382,603 480,954 2,100,622 2,100,563 2,100,622 2,106,932 Rental/Leasing 575-561000 Rental-Building & Land 2,783 2,866 3,500 2,952 3,500 3,500 ____________ 575-561100 Rental-Equipment 0 0 1,000 0 500 1,000 ____________ 575-561200 Lease/Purchase Payments 54,000 ( 33,173 ) 0 114,400 0 0 ____________ TOTAL Rental/Leasing 56,783 ( 30,307) 4,500 117,352 4,000 4,500 Operating Equipment 575-571000 Furniture & Fixtures 1,072 3,321 5,000 2,355 5,000 5,000 ____________ 575-571200 Vehicles & Access. LESS $5,00 0 3,621 0 0 0 0 ____________ 575-571500 Minor Equipment 2,954 0 3,000 6,364 7,000 3,000 ____________ 575-571800 Equipment Under $5,000 0 28,224 0 0 0 0 ____________ TOTAL Operating Equipment 4,025 35,167 8,000 8,719 12,000 8,000 Capital Outlay 575-581200 Vehicles & Access. Over $5,00 0 0 60,000 0 60,000 0 ____________ 575-581800 Equipment Over $5,000 0 0 89,000 34,514 89,000 98,000 ____________ TOTAL Capital Outlay 0 0 149,000 34,514 149,000 98,000 XXXXXXXX 178 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 9 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Water Line Relocation ___________ ___________ ___________ ___________ ___________ ____________ ____________ Aviation Heights ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL W & S ADMINISTRATION 21,777,119 23,542,137 23,705,330 20,921,121 23,229,289 23,834,892 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC WORKS 21,777,119 23,542,137 23,705,330 20,921,121 23,229,289 23,834,892 XXXXXXXX 179 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 10 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: AUGUST 31ST, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 900-541100 ENGINEERING 0 0 0 17,743 0 0 ____________ 900-541300 PROFESSIONAL SERVICES 0 0 0 500 0 0 ____________ TOTAL Professional Services 0 0 0 18,243 0 0 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 900-551900 CONSTRUCTION 0 0 1,638,000 428,702 1,638,000 0 ____________ TOTAL Maintenance Services 0 0 1,638,000 428,702 1,638,000 0 Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 1,638,000 446,944 1,638,000 0 XXXXXXXX 180 of 249 FUND: 411 CAPITAL RECOVERY FUND WATER (Water & Sewer) DESCRIPTION The Capital Recovery program is designated to support future growth of population and commercial water and wastewater demands without an impact on existing customers while keeping bond supported programs to a minimum. Capital Recovery projects are based on the number of connections sold to increase pumping, storage and transmission water lines, and wastewater programs. Impact funds (Capital Recovery) must be used within ten years of collection date. All water and wastewater improvements are constructed to meet State Board of Insurance and Texas Commission on Environmental Quality rules and regulations. 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 Water/Wastewater Capital Recovery plan be updated at least every five years. The last study was 2011. XXXXX 181 of 249 XXXXXXXX 181 of 249 CAPITAL RECOVERY FUND - WATER PERFORMANCE INDICATORS Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $1,061,672 $1,100,000 $1,100,000 Miscellaneous 161,999 169,000 72,000 Total $1,223,672 $1,269,000 $1,172,000 Expenses Non Departmental $1,375,984 $103,500 $206,000 Total $1,375,984 $103,500 $206,000 PROGRAM JUSTIFICATION AND ANALYSIS Projects for FY 2020-21 include conducting the Water/Wastewater Capital Recovery Study to identify future capital needs. Ongoing projects include the 1 million gallon elevated tank at Corbett which was funded in FY 2018-19. XXXXX 182 of 249 XXXXXXXX 182 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 1,544,962 1,061,672 1,100,000 939,677 1,100,000 1,100,000 ____________ Miscellaneous 102,749 161,999 180,000 77,774 169,000 72,000 ____________ TOTAL REVENUES 1,647,711 1,223,672 1,280,000 1,017,451 1,269,000 1,172,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 1,000 1,375,984 256,000 52,015 103,500 206,000 ____________ TOTAL GENERAL GOVERNMENT 1,000 1,375,984 256,000 52,015 103,500 206,000 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 1,000 1,375,984 256,000 52,015 103,500 206,000 REVENUE OVER/(UNDER) EXPENDITURES 1,646,711 ( 152,312) 1,024,000 965,436 1,165,500 966,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 183 of 249 XXXXXXXX 183 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455900 Cap Rcvry-Water 1,544,962 1,061,672 1,100,000 939,677 1,100,000 1,100,000 ____________ TOTAL Fees 1,544,962 1,061,672 1,100,000 939,677 1,100,000 1,100,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 5,527 3,383 5,000 2,766 4,000 2,000 ____________ 000-491200 Investment Income 97,222 158,616 175,000 75,008 165,000 70,000 ____________ TOTAL Miscellaneous 102,749 161,999 180,000 77,774 169,000 72,000 ____________ TOTAL REVENUES 1,647,711 1,223,672 1,280,000 1,017,451 1,269,000 1,172,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 184 of 249 XXXXXXXX 184 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 101-541200 Legal Svcs-Water 0 0 5,000 0 2,500 5,000 ____________ 101-541300 Professional Services-Cap Pla 0 0 250,000 51,015 100,000 200,000 ____________ 101-541400 Auditor/Accounting Service 1,000 984 1,000 1,000 1,000 1,000 ____________ TOTAL Professional Services 1,000 984 256,000 52,015 103,500 206,000 Fund Charges/Transfers 101-548406 Transfer Out-Water/Sewer Proj 0 1,375,000 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 1,375,000 0 0 0 0 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 1,000 1,375,984 256,000 52,015 103,500 206,000 XXXXX 185 of 249 XXXXXXXX 185 of 249 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 fo r 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. XXXXX 186 of 249 XXXXXXXX 186 of 249 CAPITAL RECOVERY FUND - SEWER PERFORMANCE INDICATORS Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $598,137 $510,800 $600,000 Miscellaneous 165,710 123,500 72,000 Total $763,847 $634,300 $672,000 Expenses Non Departmental $5,421 $258,000 $208,000 Total $5,421 $258,000 $208,000 PROGRAM JUSTIFICATION AND ANALYSIS Projects for FY 2020-21 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. XXXXX 187 of 249 XXXXXXXX 187 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 821,969 598,137 600,000 486,321 510,800 600,000 ____________ Miscellaneous 85,591 165,710 103,000 86,363 123,500 72,000 ____________ TOTAL REVENUES 907,560 763,847 703,000 572,685 634,300 672,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 493,208 5,421 260,500 141,612 258,000 208,000 ____________ TOTAL GENERAL GOVERNMENT 493,208 5,421 260,500 141,612 258,000 208,000 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 493,208 5,421 260,500 141,612 258,000 208,000 REVENUE OVER/(UNDER) EXPENDITURES 414,352 758,426 442,500 431,073 376,300 464,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 188 of 249 XXXXXXXX 188 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455910 Cap Rcvry-Waste Water 794,969 608,937 600,000 486,321 500,000 600,000 ____________ 000-455913 Cap Rcvry-North Sewer Treat 27,000 ( 10,800 ) 0 0 10,800 0 ____________ TOTAL Fees 821,969 598,137 600,000 486,321 510,800 600,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 3,799 3,141 3,000 1,635 3,500 2,000 ____________ 000-491200 Investment Income 104,840 139,329 100,000 83,236 120,000 70,000 ____________ 000-491800 Gain/Loss Capital One Sewer ( 11,126) ( 8,567) 0 0 0 0 ____________ 000-491900 Unrealize Gain/Loss-Captl On( 11,922 ) 31,806 0 1,493 0 0 ____________ TOTAL Miscellaneous 85,591 165,710 103,000 86,363 123,500 72,000 ____________ TOTAL REVENUES 907,560 763,847 703,000 572,685 634,300 672,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 189 of 249 XXXXXXXX 189 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 101-541200 Legal Services-Sewer 0 0 5,000 0 2,500 2,500 ____________ 101-541300 Professional Services-Cap Pla 0 0 250,000 137,217 250,000 200,000 ____________ 101-541400 Auditor/Accounting Service 1,000 984 1,000 1,000 1,000 1,000 ____________ 101-541650 Investment Mgt Fee-Sewer 4,360 4,437 4,500 3,395 4,500 4,500 ____________ TOTAL Professional Services 5,360 5,421 260,500 141,612 258,000 208,000 Fund Charges/Transfers 101-548406 Transfer Out-Water/Sewer Prjc 487,848 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 487,848 0 0 0 0 0 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 493,208 5,421 260,500 141,612 258,000 208,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 493,208 5,421 260,500 141,612 258,000 208,000 XXXXX 190 of 249 XXXXXXXX 190 of 249 FUND: 204 DRAINAGE FUND 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, as well as 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. • 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 • 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. ORGANIZATIONAL CHART XXXXXXXX 191 of 249 PUBLIC WORKS DRAINAGE DRAINAGE 2018-19 2019-20 2020-21 Drainage Foreman 1 1 1 Drainage Worker II 2 2 2 Drainage Worker I 5 5 5 TOTAL POSITIONS 8 8 8 PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Acres of Alleys Mowed 5.15 5.15 5.15 Acres of Rights-of-Way (ROW) Mowed 57.46 66.46 66.46 Acres of Drainage Ditches Mowed 158.75 158.75 158.75 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Monthly Operating Expenditures 103,075 105,475 118,677 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget ROW Maintenance & Mowing, Hours 3410 5040 5040 Drainage Mowing, Hours 820 920 1000 Drainage Structure Maintenance, Hours 1660 1800 1900 City Manager Executive Director Operations Public Works Streets Water & Sewer Drainage XXXXXXXX 192 of 249 PUBLIC WORKS DRAINAGE Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Permits $3,860 $4,000 $4,000 Fees 1,200,722 1,205,000 1,230,000 Fund Transfers 27,000 0 178,564 Miscellaneous 56,610 20,521 33,000 Total $1,288,192 $1,229,521 $1,445,564 Expenses Personnel $301,277 $395,746 $403,147 Supplies 4,517 5,900 6,000 City Support Services 3,266 5,500 35,500 Utility Services 15,022 10,750 14,700 Operations Support 0 0 1,050 Staff Support 9,597 8,500 13,700 City Assistance 63 150 500 Professional Services 1,475 6,500 41,500 Fund Charges/Transfers 791,503 479,659 532,167 Maintenance Services 32,767 92,000 83,000 Other Costs 100 100 200 Debt Services 5,535 124,200 122,100 Rental/Leasing 55 250 500 Operating Equipment 4,474 1,500 2,500 Capital Outlay 0 110,500 189,000 Projects 0 0 0 Total $1,169,651 $1,241,255 $1,445,564 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The FY 2020-21 revenue from drainage fees is expected to increase 17.6% with a transfer from reserves to purchase replacement capital equipment. Expenses: The FY 2020-21 Budget will increase 16.5% from the FY 2019-20 year end estimate to purchase additional capital equipment and provide additional mowing that will no longer be covered by the state. XXXXXXXX 193 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: AUGUST 31ST, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Permits 3,960 3,860 4,000 2,920 4,000 4,000 ____________ Fees 1,159,910 1,200,722 1,230,000 1,112,081 1,205,000 1,230,000 ____________ Fund Transfers 0 27,000 49,037 0 0 178,564 ____________ Miscellaneous 194,255 56,610 33,000 12,878 20,521 33,000 ____________ TOTAL REVENUES 1,358,125 1,288,192 1,316,037 1,127,879 1,229,521 1,445,564 EXPENDITURE SUMMARY PUBLIC WORKS DRAINAGE 1,013,430 1,169,651 1,265,709 807,126 1,241,255 1,445,564 ____________ TOTAL PUBLIC WORKS 1,013,430 1,169,651 1,265,709 807,126 1,241,255 1,445,564 MISC & PROJECTS PROJECTS 0 0 49,037 9,690 0 0 ____________ TOTAL MISC & PROJECTS 0 0 49,037 9,690 0 0 ____________ TOTAL EXPENDITURES 1,013,430 1,169,651 1,314,746 816,816 1,241,255 1,445,564 REVENUE OVER/(UNDER) EXPENDITURES 344,696 118,540 1,291 311,063 ( 11,734) 0 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 194 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Permits 000-432400 Floodplain Permit 3,960 3,860 4,000 2,920 4,000 4,000 ____________ TOTAL Permits 3,960 3,860 4,000 2,920 4,000 4,000 Fees 000-457500 Drainage Penalties 10,537 32 10,000 4,250 5,000 10,000 ____________ 000-457600 Drainage Fee 1,149,373 1,200,690 1,220,000 1,107,831 1,200,000 1,220,000 ____________ TOTAL Fees 1,159,910 1,200,722 1,230,000 1,112,081 1,205,000 1,230,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 49,037 0 0 178,564 ____________ 000-486405 Transfer-In Grant Fund 0 27,000 0 0 0 0 ____________ TOTAL Fund Transfers 0 27,000 49,037 0 0 178,564 Miscellaneous 000-491000 Interest Earned 3,481 3,366 3,000 402 750 3,000 ____________ 000-491200 Investment Income 26,509 29,227 30,000 8,975 15,000 30,000 ____________ 000-497000 Misc Income-Drainage 164,265 24,017 0 ( 229) ( 229) 0 ____________ 000-497100 MISC INCOME-SCRAP METAL SALES 0 0 0 3,730 5,000 0 ____________ TOTAL Miscellaneous 194,255 56,610 33,000 12,878 20,521 33,000 ____________ TOTAL REVENUES 1,358,125 1,288,192 1,316,037 1,127,879 1,229,521 1,445,564 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 195 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ DRAINAGE ======== Personnel Services 579-511110 Regular 217,842 197,031 254,260 182,846 254,260 243,178 ____________ 579-511120 Overtime 7,897 4,209 5,500 3,103 5,500 5,930 ____________ 579-511180 LTD 669 597 788 144 144 754 ____________ 579-511210 Longevity 7,891 8,341 9,166 8,616 8,616 9,474 ____________ 579-511230 Certification Allowance 2,400 2,170 4,800 1,777 2,000 4,800 ____________ 579-511310 FICA - Employer 16,826 16,431 20,940 14,150 20,940 20,149 ____________ 579-511350 TMRS-Employer 36,687 34,246 44,234 26,183 44,234 42,977 ____________ 579-511410 Health-Employer 46,245 34,703 56,886 43,925 56,886 72,405 ____________ 579-511500 Workers' Compensation 3,146 3,550 3,626 3,166 3,166 3,480 ____________ TOTAL Personnel Services 339,603 301,277 400,200 283,911 395,746 403,147 Supplies 579-521000 Operating Supplies 2,972 1,868 3,300 3,038 3,300 3,300 ____________ 579-521100 Office Supplies 198 200 500 348 500 500 ____________ 579-521200 Medical/Chem Supplies 1,603 2,448 2,000 1,890 2,000 2,000 ____________ 579-521300 Motor Vehicle Supplies 0 0 200 0 100 200 ____________ TOTAL Supplies 4,773 4,517 6,000 5,277 5,900 6,000 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 579-532500 City Insurance-Commercial 5,409 3,266 4,000 4,924 3,500 4,000 ____________ 579-532800 EMPLOYEE APPRECIATION EVENTS 0 0 2,500 1,202 2,000 1,500 ____________ 579-532900 Contingencies 1,465 0 4,000 0 0 30,000 ____________ TOTAL City Support Services 6,874 3,266 10,500 6,126 5,500 35,500 Utility Services 579-533310 Telephone/Cell Phones 1,048 1,059 1,200 499 750 1,200 ____________ 579-533500 Vehicle Fuel 12,969 13,963 12,000 9,932 10,000 13,500 ____________ TOTAL Utility Services 14,017 15,022 13,200 10,431 10,750 14,700 Operations Support 579-534000 Postage 0 0 50 0 0 50 ____________ 579-534200 Printing & Binding 0 0 1,000 0 0 1,000 ____________ TOTAL Operations Support 0 0 1,050 0 0 1,050 Staff Support 579-535100 Uniforms 3,340 6,438 6,000 4,368 6,000 6,000 ____________ 579-535300 Memberships 0 129 500 500 500 500 ____________ 579-535500 Training/Travel 1,998 2,690 5,000 1,475 1,500 5,000 ____________ 579-535510 Meeting Expenses 228 191 1,200 0 500 1,200 ____________ 579-535600 Professional Certification 192 150 1,000 0 0 1,000 ____________ TOTAL Staff Support 5,758 9,597 13,700 6,343 8,500 13,700 XXXXXXXX 196 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 579-537100 Medical Services 98 63 500 150 150 500 ____________ TOTAL City Assistance 98 63 500 150 150 500 Professional Services 579-541200 Legal Svcs 78 0 5,000 0 0 5,000 ____________ 579-541310 Contractual Services 7,340 0 5,000 2,107 5,000 35,000 ____________ 579-541400 Auditor/Accounting Service 1,500 1,475 1,500 1,500 1,500 1,500 ____________ TOTAL Professional Services 8,918 1,475 11,500 3,607 6,500 41,500 Fund Charges/Transfers 579-548101 Transfer Out - General Fund 0 0 1,000 0 1,000 1,000 ____________ 579-548106 Transfer Out- Special Events 1,213 0 0 0 0 0 ____________ 579-548202 Transfer Out to Water & Sewer 0 152,777 0 0 0 0 ____________ 579-548500 Interfund Charges-Admin 271,430 295,157 243,114 202,593 243,114 285,506 ____________ 579-548600 Interfund Charges-Water 141,510 141,000 146,400 122,000 146,400 146,400 ____________ 579-548610 Interfund Charge-Fleet 83,355 95,005 89,145 74,288 89,145 99,261 ____________ 579-548700 Bad Debt Expense 3,965 0 0 0 0 0 ____________ 579-548800 Depreciation Expense 115,709 107,564 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 617,182 791,503 479,659 398,881 479,659 532,167 Maintenance Services 579-551610 Drainage Channel Maintenance 1,090 32,767 92,000 87,251 92,000 83,000 ____________ TOTAL Maintenance Services 1,090 32,767 92,000 87,251 92,000 83,000 Other Costs 579-554100 State Storm Water Fee-TCEQ 100 100 200 100 100 200 ____________ TOTAL Other Costs 100 100 200 100 100 200 Debt Service 579-555900 Debt Service 0 0 120,000 0 120,000 120,000 ____________ 579-555900.Interest Expense 8,206 5,535 4,200 4,185 4,200 2,100 ____________ TOTAL Debt Service 8,206 5,535 124,200 4,185 124,200 122,100 Rental/Leasing 579-561100 Rental-Equipment 0 55 500 0 250 500 ____________ TOTAL Rental/Leasing 0 55 500 0 250 500 Operating Equipment 579-571200 Vehicles & Access Less $5,000 0 4,474 0 0 0 0 ____________ 579-571500 Equipment Under $5,000 6,812 0 2,000 864 1,500 2,500 ____________ TOTAL Operating Equipment 6,812 4,474 2,000 864 1,500 2,500 XXXXXXXX 197 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: AUGUST 31ST, 2020 PUBLIC WORKS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 579-581200 Vehicles & Access. Over $5,00 0 0 35,500 0 35,500 0 ____________ 579-581500 Machinery/Equipment 0 0 75,000 0 75,000 189,000 ____________ TOTAL Capital Outlay 0 0 110,500 0 110,500 189,000 ________________________________________________________________________________________________________________________________________ TOTAL DRAINAGE 1,013,430 1,169,651 1,265,709 807,126 1,241,255 1,445,564 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC WORKS 1,013,430 1,169,651 1,265,709 807,126 1,241,255 1,445,564 XXXXXXXX 198 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: AUGUST 31ST, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services 900-532900 Contingency 0 0 2,324 0 0 0 ____________ TOTAL City Support Services 0 0 2,324 0 0 0 Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 900-541100 Engineering 0 0 46,713 8,306 0 0 ____________ TOTAL Professional Services 0 0 46,713 8,306 0 0 Maintenance Services 900-551900 Construction 0 0 0 1,384 0 0 ____________ TOTAL Maintenance Services 0 0 0 1,384 0 0 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 49,037 9,690 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 49,037 9,690 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 1,013,430 1,169,651 1,314,746 816,816 1,241,255 1,445,564 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 199 of 249 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 XXXXXXXX 200 of 249 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 2018-19 2019-20 2020-21 Director 1 1 1 Operations Manager 1 1 1 Clinical Manager 1 1 1 Community Health Coordinator 1 1 1 Training Coordinator 1 1 1 Office Manager 1 1 1 Instructor 0 0 1 Senior Administrative Asst. 1 1 1 Billing Specialist 2 3 3 Billing Clerk 1 0 0 EMS Supervisor 3 3 3 Field Training Officer 3 3 3 MIH Paramedic 1 1 1 Paramedic 25 25 26 EMT 3 3 5 P/T Paramedics 15 15 15 P/T EMT 5 5 5 P/T Supply Coordinator 0 1 1 TOTAL POSITIONS 65 66 70 City Manager Executive Director Operations Emergency Medical Services (EMS) XXXXXXXX 201 of 249 EMERGENCY MEDICAL SERVICES (EMS) PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Requests for EMS Service 10,759 11,233 11,611 Transports to Hospitals 6,738 6,869 7,192 Hospital to Hospital Transports 911 850 900 Collections per Transport 468.64 475.00 475.00 Students Enrolled in EMT Certification Classes 90 90 110 Trips billed for Alamo Heights 577 700 700 Members of EMS Passport 412 500 500 Efficiency 2018-19 Actual 2019-20 Estimate 2020-21 Budget Response Time 90% Reliability 13:59 13:00 13:00 Total Time on Task (Minutes) 56:30 57:00 57:00 Transport Percentage 63% 62% 63% Days Sales Outstanding 45 47 45 Mutual Aid Requested 47 35 40 Students Graduated from EMT Certification Classes 61 56 65 Effectiveness 2018-19 Actual 2019-20 Estimate 2020-21 Budget Critical Failures / 100,000 miles 5.2 4 8 Fleet Accidents / 100,000 miles 3.8 4 4 Cardiac Arrest Save % 8% 10% 10% Correct recognition of STEMI 81% 75% 80% EMT Class Certification Pass Rate 96% 92% 92% XXXXXXXX 202 of 249 EMERGENCY MEDICAL SERVICES (EMS) Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $5,941,235 $6,352,296 $6,621,567 Inter-Jurisdictional 3,161,147 2,847,959 3,028,357 Miscellaneous 103,432 147,300 135,500 Total $9,205,814 $9,347,555 $9,785,425 Expenses Personnel $4,200,948 $4,398,536 $4,620,136 Supplies 393,102 368,600 359,500 City Support Services 64,105 136,879 136,000 Utility Services 133,236 129,500 137,000 Operations Support 63,624 48,639 49,500 Staff Support 56,092 62,700 69,500 City Assistance 556,463 558,367 562,367 Professional Services 97,492 134,000 118,500 Fund Charges/Transfers 3,076,256 2,721,685 2,993,790 Maintenance Services 11,819 29,200 30,000 Debt Service 113,549 281,008 0 Rental/Leasing 100,780 65,118 67,000 Operating Equipment 77,063 65,000 72,000 Capital Outlay 0 346,000 517,000 Total $8,944,529 $9,345,231 $9,732,293 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2020-21 are expected to increase 4.7% from FY 2019-20 year end estimates for additional transports and an increase on the inter-jurisdictional contracts. Expenses: The FY 2020-21 Budget will increase 4.1% from the FY 2019-20 year end estimate. Additional personnel expenditures for new staff are offset by additional revenue brought in by the calls those staff will be on. XXXXXXXX 203 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: AUGUST 31ST, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 4,754,620 5,941,235 6,492,050 4,742,943 6,352,296 6,621,567 ____________ Inter-Jurisdictional 2,861,992 3,161,147 2,991,594 2,847,335 2,847,959 3,028,357 ____________ Miscellaneous 135,601 103,432 115,500 207,646 147,300 135,500 ____________ TOTAL REVENUES 7,752,214 9,205,814 9,599,144 7,797,924 9,347,555 9,785,425 EXPENDITURE SUMMARY PUBLIC SAFETY SCHERTZ EMS 7,702,476 8,944,529 9,598,811 7,662,587 9,345,231 9,732,293 ____________ TOTAL PUBLIC SAFETY 7,702,476 8,944,529 9,598,811 7,662,587 9,345,231 9,732,293 MISC & PROJECTS ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL EXPENDITURES 7,702,476 8,944,529 9,598,811 7,662,587 9,345,231 9,732,293 REVENUE OVER/(UNDER) EXPENDITURES 49,738 261,285 333 135,338 2,324 53,132 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 204 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: AUGUST 31ST, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-456100 Ambulance/Mileage Transprt Fe 4,517,954 5,652,205 6,210,950 4,514,269 6,097,146 6,340,467 ____________ 000-456110 Passport Membership Fees 25,275 23,860 28,000 24,950 27,000 28,000 ____________ 000-456120 EMT Class - Fees 98,770 97,379 99,000 87,550 99,000 99,000 ____________ 000-456122 CE Class - Fees 23,458 22,312 27,000 17,693 20,000 15,000 ____________ 000-456130 Immunization Fees 3,008 2,764 2,000 6,278 7,500 3,000 ____________ 000-456140 Billing Fees-External 23,016 23,569 25,000 21,830 24,500 26,000 ____________ 000-456150 Standby Fees 38,518 25,185 30,000 15,838 20,000 25,000 ____________ 000-456155 Community Services Support 72,888 52,320 50,000 23,202 23,000 50,000 ____________ 000-456160 MIH Services 13,960 29,192 20,000 31,234 34,000 35,000 ____________ 000-458110 Sale of Merchandise - GovDea( 62,327) 12,399 0 0 0 0 ____________ 000-459200 NSF Check Fee 100 50 100 100 150 100 ____________ TOTAL Fees 4,754,620 5,941,235 6,492,050 4,742,943 6,352,296 6,621,567 Inter-Jurisdictional 000-473500 Seguin/Guadalupe Co Support 843,578 843,578 843,577 843,578 843,577 843,577 ____________ 000-474300 Cibolo Support 346,468 410,583 439,612 439,612 439,612 473,115 ____________ 000-475100 Comal Co ESD #6 116,813 125,159 133,064 132,439 133,064 141,411 ____________ 000-475200 Live Oak Support 213,152 232,140 237,775 237,775 237,775 246,256 ____________ 000-475300 Universal City Support 281,284 300,092 305,996 305,996 305,996 321,566 ____________ 000-475400 Selma Support 111,886 148,697 161,001 161,001 161,001 171,441 ____________ 000-475500 Schertz Support 556,325 581,537 602,583 602,583 602,583 667,049 ____________ 000-475600 Santa Clara Support 10,447 10,790 11,137 11,137 11,137 11,455 ____________ 000-475800 Marion Support 15,187 16,347 16,849 16,849 16,849 18,375 ____________ 000-475910 TASPP Program 366,853 492,224 240,000 96,365 96,365 134,112 ____________ TOTAL Inter-Jurisdictional 2,861,992 3,161,147 2,991,594 2,847,335 2,847,959 3,028,357 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 4,403 5,018 4,000 998 1,800 2,500 ____________ 000-491200 Investment Income 6,237 9,919 9,500 9,146 12,000 5,000 ____________ 000-493203 Donations-EMS 913 625 2,000 5,727 6,000 2,000 ____________ 000-493205 Donations-Golf Tournament 18,595 ( 2,160) 0 ( 150) 0 0 ____________ 000-497000 Misc Income 49,966 48,056 50,000 53,150 60,000 60,000 ____________ 000-497100 Recovery of Bad Debt 55,488 2,977 50,000 7,622 7,500 6,000 ____________ 000-497110 Collection Agency-Bad Debt 0 38,996 0 131,153 60,000 60,000 ____________ TOTAL Miscellaneous 135,601 103,432 115,500 207,646 147,300 135,500 ____________ TOTAL REVENUES 7,752,214 9,205,814 9,599,144 7,797,924 9,347,555 9,785,425 =========== =========== =========== =========== =========== ============ ============ XXXXXXXX 205 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SCHERTZ EMS =========== Personnel Services 280-511110 Regular 2,167,653 2,314,458 2,474,883 2,231,212 2,500,000 2,501,046 ____________ 280-511120 Overtime 710,157 759,746 734,285 696,373 750,000 723,148 ____________ 280-511180 LTD 6,389 6,310 6,494 1,598 1,598 6,625 ____________ 280-511210 Longevity 45,125 43,266 44,585 46,492 45,000 46,756 ____________ 280-511220 Clothing Allowance 10,980 11,616 12,168 11,452 12,168 12,480 ____________ 280-511230 Certification Allowance 18,805 23,080 23,400 12,640 23,400 21,320 ____________ 280-511310 FICA - Employer 217,875 241,927 246,355 217,779 247,000 252,813 ____________ 280-511350 TMRS-Employer 478,819 474,190 484,783 369,533 450,000 497,124 ____________ 280-511410 Health-Employer 350,227 284,039 311,434 395,727 311,434 497,182 ____________ 280-511500 Workers' Compensation 37,002 42,315 66,345 57,936 57,936 61,642 ____________ TOTAL Personnel Services 4,043,032 4,200,948 4,404,732 4,040,742 4,398,536 4,620,136 Supplies 280-521000 Operating Supplies 657 510 2,000 1,171 2,000 2,000 ____________ 280-521010 Operating Supplies-EMT Class 21,940 21,638 26,000 19,354 25,000 25,000 ____________ 280-521020 Operating Supplies-CE Class 7,740 4,599 16,000 2,639 15,000 9,000 ____________ 280-521025 Community Support Supplies 53,272 41,949 40,000 19,977 20,000 25,000 ____________ 280-521030 Operating Supplies- MIH 77 0 1,000 0 0 1,000 ____________ 280-521100 Office Supplies 3,200 2,880 3,500 2,096 2,500 3,500 ____________ 280-521200 Medical/Chem Supplies 250,857 300,042 265,000 271,372 285,000 275,000 ____________ 280-521250 Immunization Supplies 2,922 19,011 14,600 9,868 14,600 14,000 ____________ 280-521300 Motor Veh. Supplies 1,335 1,567 4,000 2,293 2,500 2,500 ____________ 280-521600 Equip Maint Supplies 4,145 905 4,000 0 2,000 2,500 ____________ TOTAL Supplies 346,144 393,102 376,100 328,771 368,600 359,500 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 280-532350 Software Maintenance 26,390 37,843 62,000 38,812 62,000 70,000 ____________ 280-532500 City Insurance-Commercial 22,691 26,363 26,000 24,979 24,979 26,000 ____________ 280-532840 Golf Tournament-Dilworth 0 ( 100) 0 0 0 0 ____________ 280-532900 Contingencies 0 0 45,400 0 49,900 40,000 ____________ TOTAL City Support Services 49,081 64,105 133,400 63,791 136,879 136,000 Utility Services 280-533100 Gas Utility Service 4,703 6,535 7,000 6,474 7,000 7,000 ____________ 280-533200 Electric Utility Service 14,817 11,089 12,000 6,859 13,000 12,000 ____________ 280-533300 Telephone/Land Line 2,865 3,539 3,000 995 3,000 3,500 ____________ 280-533310 Telephone/Cell Phones 7,097 8,168 14,500 11,370 12,000 10,000 ____________ 280-533320 Telephone/Air Cards 11,986 12,428 13,000 3,850 13,000 13,000 ____________ 280-533330 Telephone/Internet 3,719 4,092 4,500 3,476 4,500 4,500 ____________ 280-533410 Water Utility Service 1,821 5,956 6,500 6,085 7,000 7,000 ____________ 280-533500 Vehicle Fuel 73,325 81,429 80,000 61,127 70,000 80,000 ____________ TOTAL Utility Services 120,333 133,236 140,500 100,237 129,500 137,000 XXXXXXXX 206 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 280-534000 Postage 10,653 10,625 12,500 6,281 12,000 11,000 ____________ 280-534100 Advertising 0 0 1,000 0 0 0 ____________ 280-534200 Printing & Binding 7,760 5,396 8,000 2,799 6,000 6,500 ____________ 280-534300 Equipment Maintenance - Copie 13,408 9,659 13,500 4,628 6,000 7,500 ____________ 280-534400 EMT Class Instructors 16,080 16,160 16,800 10,640 13,000 14,000 ____________ 280-534410 CE Class Instructors 2,720 960 3,000 960 1,500 2,500 ____________ 280-534420 Community Support-Instructors 3,132 2,240 5,000 1,920 2,000 4,000 ____________ 280-534500 Memberships - Organizations 3,420 3,502 3,750 3,750 3,750 4,000 ____________ 280-534800 Temporary Empl. Services 0 15,082 0 4,389 4,389 0 ____________ TOTAL Operations Support 57,172 63,624 63,550 35,368 48,639 49,500 Staff Support 280-535100 Uniforms 16,073 23,574 25,000 18,327 20,000 22,000 ____________ 280-535210 Employee Recognition-Morale 6,490 4,967 6,000 2,023 6,000 6,000 ____________ 280-535300 Memberships 20 0 0 0 0 0 ____________ 280-535400 Publications 281 489 650 200 200 500 ____________ 280-535500 Training/Travel 17,914 23,269 45,500 19,661 30,000 35,000 ____________ 280-535510 Meeting Expenses 2,893 2,266 3,000 1,250 2,500 3,000 ____________ 280-535600 Professional Certification 1,285 1,527 3,500 3,025 4,000 3,000 ____________ TOTAL Staff Support 44,955 56,092 83,650 44,485 62,700 69,500 City Assistance 280-537100 Medical Services 2,381 3,356 9,000 1,543 5,000 9,000 ____________ 280-537110 EMS Outsourcing 548,867 548,867 548,867 503,128 548,867 548,867 ____________ 280-537800 Community Outreach 9,875 4,240 4,500 3,328 4,500 4,500 ____________ TOTAL City Assistance 561,123 556,463 562,367 507,999 558,367 562,367 Professional Services 280-541200 Legal Svcs 3,502 2,204 10,000 59 3,500 5,000 ____________ 280-541300 Other Consl/Prof Services 125,690 81,477 130,000 94,448 115,000 98,000 ____________ 280-541400 Auditor/Accounting Service 3,000 2,951 3,000 3,000 3,000 3,000 ____________ 280-541501 Bond Issuance Costs/Paying Ag 200 0 0 0 0 0 ____________ 280-541800 Credit Card Fees 9,512 10,861 15,000 11,936 12,500 12,500 ____________ TOTAL Professional Services 141,903 97,492 158,000 109,443 134,000 118,500 Fund Charges/Transfers 280-548101 Tranfer Out - General Fund 0 0 4,000 0 4,000 4,000 ____________ 280-548106 Transfer Out- Special Events 3,640 0 0 0 0 0 ____________ 280-548505 Contribution I&S 0 0 0 0 0 115,100 ____________ 280-548600 Interfund Charges-G/F Admin 170,087 141,587 179,100 149,250 179,100 182,682 ____________ 280-548610 Interfund Charges-Admin Fleet 130,000 134,492 138,585 115,488 138,585 181,781 ____________ 280-548650 Interest Expense 2,134 0 0 0 0 0 ____________ 280-548700 Bad Debt Expense 1,572,421 2,464,173 2,532,520 1,871,408 2,400,000 2,510,227 ____________ 280-548800 Depreciation Expense 371,827 336,004 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 2,250,108 3,076,256 2,854,205 2,136,145 2,721,685 2,993,790 XXXXXXXX 207 of 249 9-04-2020 02:24 PM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: AUGUST 31ST, 2020 PUBLIC SAFETY EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 280-551800 Other Maintenance Agreements 0 0 17,000 16,200 16,200 17,000 ____________ 280-551810 Maintenance Agr. - Radios 12,480 11,819 13,000 8,640 13,000 13,000 ____________ TOTAL Maintenance Services 12,480 11,819 30,000 24,840 29,200 30,000 Other Costs ___________ ___________ ___________ ___________ ___________ ____________ ____________ Debt Service 280-555639 Tax Notes SR2015 - Principal 0 0 160,000 0 160,000 0 ____________ 280-555639.Tax Notes SR2015 - Interest 10,289 ( 3,076) 2,888 2,877 2,888 0 ____________ 280-555900 Debt Service 18,120 116,625 118,120 118,400 118,120 0 ____________ TOTAL Debt Service 28,409 113,549 281,008 121,277 281,008 0 Rental/Leasing 280-561200 Lease/Purchase Payments 1,567 100,780 67,000 65,118 65,118 67,000 ____________ TOTAL Rental/Leasing 1,567 100,780 67,000 65,118 65,118 67,000 Operating Equipment 280-571000 Furniture & Fixtures 3,902 3,939 5,000 2,813 4,000 4,500 ____________ 280-571200 Vehicles&Access. < $5,000 4,642 200 4,000 0 4,000 3,000 ____________ 280-571300 Computer&Periphe. < $5000 19,864 23,869 19,000 2,787 15,000 15,000 ____________ 280-571400 Communication Equip < $5000 11,623 18,739 10,300 3,559 7,000 9,500 ____________ 280-571800 Equipment Under $5,000 6,136 30,317 35,000 30,781 35,000 40,000 ____________ TOTAL Operating Equipment 46,167 77,063 73,300 39,940 65,000 72,000 Capital Outlay 280-581200 Vehicles & Access. Over $5,00 0 0 350,000 23,792 325,000 470,000 ____________ 280-581800 Equipment Over $5,000 0 0 21,000 20,639 21,000 47,000 ____________ TOTAL Capital Outlay 0 0 371,000 44,431 346,000 517,000 ________________________________________________________________________________________________________________________________________ TOTAL SCHERTZ EMS 7,702,476 8,944,529 9,598,811 7,662,587 9,345,231 9,732,293 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC SAFETY 7,702,476 8,944,529 9,598,811 7,662,587 9,345,231 9,732,293 XXXXXXXX 208 of 249 FUND: 620 CITY OF SCHERTZ ECONOMIC DEVELOPMENT CORPORATION MISSION STATEMENT The mission of the City of Schertz Economic Development Corporation (SEDC) is to grow the Schertz economy through Projects. Specifically, we pursue Projects that focus on the creation/retention of Primary Jobs and infrastructure improvements. ORGANIZATIONAL CHART City Council City Manager Schertz Economic Development Corporation Economic Development Board XXXXX 209 of 249 XXXXXXXX 209 of 249 ECONOMIC DEVELOPMENT ECONOMIC DEVELOPMENT 2018-19 2019-20 2020-21 Executive Director 1 1 1 Business Retention Manager 1 1 1 Economic Development Analyst 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS Workload/Output 2018-19 Actual 2019-20 Estimate 2020-21 Budget Number of inquiries 148 130 100 Number of Schertz BRE visits 48 18 20 Number of recruitment events 15 4 8 Number of new prospects 45 35 30 Number of active performance agreements 14 14 12 Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Taxes $4,167,318 $4,334,011 $4,507,371 Fund Transfers 0 0 3,496,428 Miscellaneous 648,216 302,000 141,000 Total $4,815,534 $4,636,011 $8,144,799 Expenses Supplies $561 $500 $500 Human Services City Support Services 8,469 21,427 21,650 Utility Services 2,155 3,011 3,695 Operations Support 94,263 110,650 148,610 Staff Support 12,999 27,263 28,100 City Assistance 370 102,500 202,500 Professional Services 36,672 61,000 61,300 XXXXX 210 of 249 XXXXXXXX 210 of 249 ECONOMIC DEVELOPMENT PROGRAM JUSTIFICATION AND ANALYSIS Revenues: The SEDC receives one-half of one percent of all sales and use tax generated within the City of Schertz. The revenue for FY 20 20-21 is projected to increase by 0.3% from the FY 2019-20 year-end estimate. The increase reflects a 5% increase in sales tax revenue which is offset by lower investment returns. The SEDC will also transfer $3,496,428 from its reserves for performance agreement payments expected in FY 2020-21. Expenses: The SEDC funds are restricted to those expenses authorized by the Texas Local Government Code sections 501 and 505. The expenses for FY 2020- 21 are projected to increase by 19% for additional personnel costs, grant awards and software purchases. Project Expenses: Each year, the SEDC allocates funding equal to the estimated annual disbursement of each approved SEDC project. For Proposed Budget, the SEDC has allocated funds associated with the Ace Mart Restaurant Supply Co., Schertz 312 Phase 2, and CineStarz,LLC (formerly WR1 LLC) performance agreements. The SEDC has also allocated $4,050,000 for Main Street infrastructure improvements that was authorized by SEDC Resolution 2019-7. Fund Charges/Transfers 457,574 461,636 504,669 Maintenance Services 80 500 500 Operating Equipment 1,661 4,000 4,000 Total Economic Development $614,804 $792,487 $975,524 Annual and Infrastructure Grants $240,362 $6,016,897 $7,169,275 Total Schertz Economic Development $855,166 $6,809,384 $8,144,799 XXXXX 211 of 249 XXXXXXXX 211 of 249 8-06-2020 03:54 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 4,227,973 4,167,318 4,412,283 3,553,772 4,334,011 4,507,371 ____________ Fund Transfers 0 0 3,110,648 0 0 0 ____________ Miscellaneous 264,687 648,216 430,000 269,663 302,000 141,000 ____________ TOTAL REVENUES 4,492,659 4,815,534 7,952,931 3,823,435 4,636,011 4,648,371 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 240,362 7,164,200 746,992 6,016,897 7,169,275 ____________ TOTAL GENERAL GOVERNMENT 0 240,362 7,164,200 746,992 6,016,897 7,169,275 MISC & PROJECTS ECONOMIC DEVELOPMENT 1,745,192 614,804 788,731 507,451 792,487 975,524 ____________ TOTAL MISC & PROJECTS 1,745,192 614,804 788,731 507,451 792,487 975,524 ____________ TOTAL EXPENDITURES 1,745,192 855,166 7,952,931 1,254,443 6,809,384 8,144,799 REVENUE OVER/(UNDER) EXPENDITURES 2,747,467 3,960,369 0 2,568,992 ( 2,173,373) ( 3,496,428) =========== =========== =========== =========== =========== ============ ============ XXXXX 212 of 249 XXXXXXXX 212 of 249 8-06-2020 03:54 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411500 Sales Tax Revenue (4B) 4,227,973 4,167,318 4,412,283 3,553,772 4,334,011 4,507,371 ____________ TOTAL Taxes 4,227,973 4,167,318 4,412,283 3,553,772 4,334,011 4,507,371 Fund Transfers 000-486010 Transfer In-Reserves 0 0 3,110,648 0 0 0 ____________ TOTAL Fund Transfers 0 0 3,110,648 0 0 0 Miscellaneous 000-491000 Interest Earned-Bank 6,310 7,488 10,000 1,975 2,000 1,000 ____________ 000-491200 Investment Income 258,680 444,726 420,000 268,187 300,000 140,000 ____________ 000-497000 Misc Income ( 303 ) 196,003 0 ( 499) 0 0 ____________ TOTAL Miscellaneous 264,687 648,216 430,000 269,663 302,000 141,000 ____________ TOTAL REVENUES 4,492,659 4,815,534 7,952,931 3,823,435 4,636,011 4,648,371 =========== =========== =========== =========== =========== ============ ============ XXXXX 213 of 249 XXXXXXXX 213 of 249 8-06-2020 03:54 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Assistance 101-537600 Development Incentive Fund 0 240,362 6,664,200 746,992 5,516,897 3,119,275 ____________ TOTAL City Assistance 0 240,362 6,664,200 746,992 5,516,897 3,119,275 Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers 101-548000 Contributions 0 0 500,000 0 500,000 4,050,000 ____________ TOTAL Fund Charges/Transfers 0 0 500,000 0 500,000 4,050,000 Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Rental/Leasing ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 240,362 7,164,200 746,992 6,016,897 7,169,275 XXXXX 214 of 249 XXXXXXXX 214 of 249 8-06-2020 03:54 PM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JUNE 30TH, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ECONOMIC DEVELOPMENT ==================== Personnel Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Supplies 966-521100 Office Supplies 504 551 500 294 500 500 ____________ 966-521300 Motor Veh. Supplies 9 10 0 0 0 0 ____________ TOTAL Supplies 513 561 500 294 500 500 Human Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 966-532500 City Insurance-Commercial 1,418 1,425 1,700 1,477 1,477 1,700 ____________ 966-532800 Promotional Events 4,972 7,045 9,950 2,579 9,950 9,950 ____________ 966-532900 Contingencies 0 0 10,000 0 10,000 10,000 ____________ TOTAL City Support Services 6,390 8,469 21,650 4,056 21,427 21,650 Utility Services 966-533300 Telephone/Land Line 427 565 720 139 487 720 ____________ 966-533310 Telephone/Cell Phones 1,217 987 1,750 1,123 1,750 2,000 ____________ 966-533500 Vehicle Fuel 536 481 750 199 549 750 ____________ 966-533550 Vehicle Maintenance 115 122 225 35 225 225 ____________ TOTAL Utility Services 2,295 2,155 3,445 1,496 3,011 3,695 Operations Support 966-534000 Postage 45 62 250 20 150 500 ____________ 966-534100 Advertising 40,594 49,237 35,000 230 35,000 54,500 ____________ 966-534105 Goodwill 1,323 900 1,750 403 1,750 1,750 ____________ 966-534190 Recruitment Events 27,591 18,588 34,750 7,935 34,750 24,000 ____________ 966-534200 Printing & Binding 500 322 1,500 340 1,500 1,500 ____________ 966-534300 Equipment Maintenance-Copier 5,202 4,358 5,500 2,360 5,500 5,500 ____________ 966-534400 Computer Licenses-Software 9,115 14,911 15,000 9,020 15,000 34,025 ____________ 966-534500 Memberships-Organization 8,250 5,885 17,000 5,300 17,000 26,835 ____________ TOTAL Operations Support 92,620 94,263 110,750 25,608 110,650 148,610 Staff Support 966-535100 Uniforms 589 291 600 199 600 600 ____________ 966-535210 Employee Recognition-Morale 72 282 300 214 300 600 ____________ 966-535300 Memberships-Staff Support 1,126 920 2,250 665 2,250 2,250 ____________ 966-535400 Publications 331 247 800 211 800 800 ____________ 966-535500 Training/Travel 7,568 9,167 15,000 995 19,813 16,000 ____________ 966-535510 Meeting Expenses-EDC Board 1,824 2,092 3,500 1,274 3,500 7,850 ____________ TOTAL Staff Support 11,510 12,999 22,450 3,558 27,263 28,100 XXXXX 215 of 249 XXXXXXXX 215 of 249 8-06-2020 03:54 PM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JUNE 30TH, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 966-537600 Development Incentive Fund 537,500 0 0 0 0 0 ____________ 966-537615 Small Business Grant Fund 0 0 100,000 0 100,000 200,000 ____________ 966-537650 Prospect Services 446 370 2,500 264 2,500 2,500 ____________ TOTAL City Assistance 537,946 370 102,500 264 102,500 202,500 Professional Services 966-541200 Legal Svcs 9,395 9,317 15,000 3,887 15,000 15,000 ____________ 966-541400 Auditor/Accounting Service 6,300 6,000 6,300 6,000 6,000 6,300 ____________ 966-541450 Consulting Services 8,889 21,355 40,000 0 40,000 40,000 ____________ TOTAL Professional Services 24,583 36,672 61,300 9,887 61,000 61,300 Fund Charges/Transfers 966-548101 Contributions to General Fund 265,000 0 0 0 0 0 ____________ 966-548505 Contribution to I & S 360,769 0 0 0 0 0 ____________ 966-548600 Interfund Charges-Admin 441,395 456,630 461,636 461,636 461,636 504,669 ____________ 966-548610 Interfund Charge-Fleet 781 944 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 1,067,945 457,574 461,636 461,636 461,636 504,669 Fund Replenish ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 966-551700 Grounds Maintenance 455 80 500 0 500 500 ____________ TOTAL Maintenance Services 455 80 500 0 500 500 Debt Servic e ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 966-571100 Furniture & Fixtures 678 903 1,000 0 1,000 1,000 ____________ 966-571300 Computer & Periphe < $5000 258 758 3,000 652 3,000 3,000 ____________ TOTAL Operating Equipment 936 1,661 4,000 652 4,000 4,000 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL ECONOMIC DEVELOPMENT 1,745,192 614,804 788,731 507,451 792,487 975,524 XXXXX 216 of 249 XXXXXXXX 216 of 249 FUND: 106 SPECIAL EVENTS DESCRIPTION The Special Events Fund is designated to monitor and manage funds appropriated to host community events, sponsored or co-sponsored, by the City of Schertz. Events include: Kick Cancer/Walk for Life and the Hal Baldwin Scholarship Program. 2018-19 2019-20 2020-21 Budget Actual Estimate Budget Revenues Fund Transfers $59,893 $0 $0 Miscellaneous 90,970 34,138 32,100 Total $150,510 $34,138 $32,100 Expenses Festival of Angels $17,557 $0 $0 Jubilee 36,870 0 0 Kick Cancer 9,366 9,813 10,000 SchertzQ/Fest 636 0 0 Sweetheart Court Program 23,851 0 0 Hal Baldwin Scholarship 12,136 22,355 22,100 Other Events 34,181 0 0 Total $134,597 $32,168 $32,100 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2020-21 is expected to decrease 6.0% from FY 2019-20 year end estimates in anticipation of a lower turnout at events. Expenses: The Special Events Fund FY 2020-21 Budget decrease 0.2% from the FY 2019-20 year end estimates with no change in operations. XXXXX 217 of 249 XXXXXXXX 217 of 249 8-06-2020 03:50 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fund Transfers 74,176 59,893 5,000 0 0 0 ____________ Miscellaneous 110,497 90,970 24,510 45,117 34,138 32,100 ____________ TOTAL REVENUES 184,673 150,863 29,510 45,117 34,138 32,100 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 4,806 0 0 0 0 0 ____________ TOTAL GENERAL GOVERNMENT 4,806 0 0 0 0 0 PUBLIC WORK S ___________ ___________ ___________ ___________ ___________ ____________ ____________ CULTURAL FESTIVAL OF ANGELS 10,566 17,557 0 0 0 0 ____________ EMPLOYEE APPRECIATION EV 12,133 0 0 0 0 0 ____________ 4th OF JULY JUBILEE 26,075 36,870 0 0 0 0 ____________ KICK CANCER 10,594 9,366 9,000 5,121 9,813 10,000 ____________ SCHERTZ FEST 24,584 636 0 0 0 0 ____________ SWEETHEART EVENT 17,663 23,851 0 ( 1,950) 0 0 ____________ HAL BALDWIN SCHOLARSHIP 13,545 12,136 20,510 11,867 22,355 22,100 ____________ OTHER EVENTS 16,804 34,181 0 1,961 0 0 ____________ TOTAL CULTURAL 131,964 134,597 29,510 16,999 32,168 32,100 ____________ TOTAL EXPENDITURES 136,770 134,597 29,510 16,999 32,168 32,100 REVENUE OVER/(UNDER) EXPENDITURES 47,903 16,266 0 28,118 1,970 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 218 of 249 XXXXXXXX 218 of 249 8-06-2020 03:50 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Transfers 000-481000 Transfer In - Reserves 0 0 5,000 0 0 0 ____________ 000-486100 Transfer In 12,133 0 0 0 0 0 ____________ 000-486101 Transfer In-General Fund 62,043 59,893 0 0 0 0 ____________ TOTAL Fund Transfers 74,176 59,893 5,000 0 0 0 Miscellaneous 000-491200 Investment Income 313 435 0 201 250 0 ____________ 000-492200 Kick Cancer 10,594 9,306 9,000 9,538 9,538 10,000 ____________ 000-493000 July 4th Activities 25,628 34,289 0 0 0 0 ____________ 000-493150 SchertzQ 6,150 ( 1,250) 0 0 0 0 ____________ 000-493455 Proceeds-Festival of Angels 1,305 4,170 0 0 0 0 ____________ 000-493460 Schertz Sweetheart ( 21) 488 0 0 0 0 ____________ 000-493470 Moving on Main 680 4,560 0 0 0 0 ____________ 000-493621 Hal Baldwin Scholarship 20,105 28,820 15,510 24,350 24,350 22,100 ____________ 000-497000 Misc Income - Special Events 45,743 10,153 0 11,028 0 0 ____________ TOTAL Miscellaneous 110,497 90,970 24,510 45,117 34,138 32,100 ____________ TOTAL REVENUES 184,673 150,863 29,510 45,117 34,138 32,100 =========== =========== =========== =========== =========== ============ ============ XXXXX 219 of 249 XXXXXXXX 219 of 249 FUND: 110 Public, Educational, and Government (PEG) Access Fund DESCRIPTION The PEG Fund is dedicated to provide communication infrastructure in the City. This will allow the City to better reach the citizens with necessary information. This fund is commonly used for public access television and institutional network capacity. Currently the level of funding from the collected fees is not great enough to warrant a public access channel but could be used so in the future. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenues $87,045 $86,168 $185,500 Expenses Projects $3,259 $3,259 $185,500 Total $3,259 $3,259 $185,500 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2020-21 are expected to increase from $86,168 to $185,500 from the FY 2019-20 year end estimates with a transfer from reserves to fund the master communication plan. Expenses: The PEG Fund FY 2020-21 Budget increased from $3,259 to $185,500 from the FY 2019-20 year end estimates with the continued implementation of the communication master plan. XXXXX 220 of 249 XXXXXXXX 220 of 249 8-06-2020 03:51 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Franchises 84,847 87,045 90,000 60,606 86,168 90,000 ____________ Fund Transfers 0 0 28,000 0 0 95,500 ____________ TOTAL REVENUES 84,847 87,045 118,000 60,606 86,168 185,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT ___________ ___________ ___________ ___________ ___________ ____________ ____________ MISC & PROJECTS PROJECTS 0 3,259 118,000 0 3,259 185,500 ____________ TOTAL MISC & PROJECTS 0 3,259 118,000 0 3,259 185,500 ____________ TOTAL EXPENDITURES 0 3,259 118,000 0 3,259 185,500 REVENUE OVER/(UNDER) EXPENDITURES 84,847 83,787 0 60,606 82,909 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 221 of 249 XXXXXXXX 221 of 249 8-06-2020 03:51 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Franchises 000-421350 Time Warner-PEG Fee 57,299 61,501 60,000 47,678 60,168 60,000 ____________ 000-421465 AT&T PEG Fee 27,548 25,544 30,000 12,928 26,000 30,000 ____________ TOTAL Franchises 84,847 87,045 90,000 60,606 86,168 90,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 28,000 0 0 95,500 ____________ TOTAL Fund Transfers 0 0 28,000 0 0 95,500 Miscellaneous ___________ ___________ ___________ ___________ ___________ ____________ ____________ TOTAL REVENUES 84,847 87,045 118,000 60,606 86,168 185,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 222 of 249 XXXXXXXX 222 of 249 8-06-2020 03:51 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JUNE 30TH, 2020 MISC & PROJECTS EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operations Support ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 900-541110 COMMUNICATION PLAN 0 0 75,000 0 0 0 ____________ TOTAL Professional Services 0 0 75,000 0 0 0 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay 900-581400 Communication Equipment 0 3,259 43,000 0 3,259 185,500 ____________ TOTAL Capital Outlay 0 3,259 43,000 0 3,259 185,500 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 3,259 118,000 0 3,259 185,500 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 3,259 118,000 0 3,259 185,500 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 3,259 118,000 0 3,259 185,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 223 of 249 XXXXXXXX 223 of 249 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. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Taxes $514,678 $520,000 $520,000 Miscellaneous 51,086 30,800 20,750 Total $565,764 $550,800 $540,750 Expenses City Support Services $87,133 $95,650 $112,466 Operations Support 14,941 14,000 46,000 Professional Services 28,189 3,500 3,000 Fund Charges/Transfers 67,592 74,428 72,464 Building Maintenance 0 0 20,000 Capital Outlay 0 223,189 0 Total $197,846 $410,767 $253,930 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenue for FY 2020-21 is expected to decrease 1.8% from the FY 2019-20 year end estimates due to lower investment returns. Expenses: The Hotel Motel Tax Fund FY 2020-21 Budget decrease 38.2% from FY 2019-20 year end estimates due to no planned improvements to the Civic Center. XXXXX 224 of 249 XXXXXXXX 224 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 520,424 514,678 500,000 246,548 520,000 520,000 ____________ Miscellaneous 28,838 51,086 53,000 24,482 30,800 20,750 ____________ TOTAL REVENUES 549,261 565,764 553,000 271,030 550,800 540,750 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 206,188 197,846 505,894 363,076 410,767 253,930 ____________ TOTAL GENERAL GOVERNMENT 206,188 197,846 505,894 363,076 410,767 253,930 ____________ TOTAL EXPENDITURES 206,188 197,846 505,894 363,076 410,767 253,930 REVENUE OVER/(UNDER) EXPENDITURES 343,073 367,919 47,106 ( 92,045) 140,033 286,820 =========== =========== =========== =========== =========== ============ ============ XXXXX 225 of 249 XXXXXXXX 225 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411800 Hotel Occupancy Tax 520,424 514,678 500,000 246,548 520,000 520,000 ____________ TOTAL Taxes 520,424 514,678 500,000 246,548 520,000 520,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 2,668 2,175 3,000 477 800 750 ____________ 000-491200 Investment Income 26,170 45,840 50,000 24,005 30,000 20,000 ____________ 000-497000 Misc Income 0 3,071 0 0 0 0 ____________ TOTAL Miscellaneous 28,838 51,086 53,000 24,482 30,800 20,750 ____________ TOTAL REVENUES 549,261 565,764 553,000 271,030 550,800 540,750 =========== =========== =========== =========== =========== ============ ============ XXXXX 226 of 249 XXXXXXXX 226 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Personnel Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ City Support Services 101-532800 Special Events 54,430 59,369 62,466 54,481 60,650 62,466 ____________ 101-532820 Community Programs 31,368 27,764 50,000 17,531 35,000 50,000 ____________ TOTAL City Support Services 85,797 87,133 112,466 72,013 95,650 112,466 Operations Support 101-534100 Advertising 18,845 0 30,000 0 0 30,000 ____________ 101-534120 Advertising-Billboards 13,530 14,941 16,000 8,553 14,000 16,000 ____________ TOTAL Operations Support 32,375 14,941 46,000 8,553 14,000 46,000 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 101-541300 Other Professional Services 1,276 28,189 0 500 500 0 ____________ 101-541400 Auditor/Accounting Service 3,000 0 3,000 3,000 3,000 3,000 ____________ TOTAL Professional Services 4,276 28,189 3,000 3,500 3,500 3,000 Fund Charges/Transfers 101-548100 Interfund Transfer Out 67,605 67,582 74,428 55,821 74,428 72,464 ____________ TOTAL Fund Charges/Transfers 67,605 67,582 74,428 55,821 74,428 72,464 Maintenance Services 101-551100 Building Maintenance 7,879 0 20,000 0 0 20,000 ____________ TOTAL Maintenance Services 7,879 0 20,000 0 0 20,000 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay 101-581750 Civic Center Improvements 8,255 0 250,000 223,189 223,189 0 ____________ TOTAL Capital Outlay 8,255 0 250,000 223,189 223,189 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 206,188 197,846 505,894 363,076 410,767 253,930 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 206,188 197,846 505,894 363,076 410,767 253,930 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 206,188 197,846 505,894 363,076 410,767 253,930 =========== =========== =========== =========== =========== ============ ============ XXXXX 227 of 249 XXXXXXXX 227 of 249 FUND: 317 PARK FUND DESCRIPTION The Park Fund is a special fund designated to monitor and manage funds for the management of the City of Schertz Urban Forest and capital improvements of the City of Schertz Park System. The Fund is composed of parkland dedication revenues. Revenues are derived from developer fees (in lieu of parkland dedication), local citizen groups, state, local nonprofit neighborhood associations, home owners associations (HOA’s), regional non-profit grants, and donations. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $11,000 $137,000 $70,000 Fund Transfers 0 0 51,500 Miscellaneous 7,601 5,200 3,500 Total $18,601 $142,200 $125,000 Expenses Professional Services $5,740 $10,000 $25,000 Operating Equipment 9,511 0 0 Capital Outlay 86,841 167,000 100,000 Total $102,092 $177,000 $125,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2020-21 is expected to decrease 12.1% from the FY 2019-20 year end estimates from new development. Expenses: The FY 2020-21 Budget decrease 29.4% from the FY 2019-20 year end estimate with fewer planned parks improvements. XXXXX 228 of 249 XXXXXXXX 228 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 139,000 11,000 70,000 0 137,000 70,000 ____________ Fund Transfers 0 0 99,000 0 0 51,500 ____________ Miscellaneous 6,848 7,601 8,000 3,097 5,200 3,500 ____________ TOTAL REVENUES 145,848 18,601 177,000 3,097 142,200 125,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT ___________ ___________ ___________ ___________ ___________ ____________ ____________ PUBLIC ENVIRONMENT PARKLAND DEDICATION 139,499 102,092 177,000 5,760 177,000 125,000 ____________ TOTAL PUBLIC ENVIRONMENT 139,499 102,092 177,000 5,760 177,000 125,000 ____________ TOTAL EXPENDITURES 139,499 102,092 177,000 5,760 177,000 125,000 REVENUE OVER/(UNDER) EXPENDITURES 6,349 ( 83,491) 0 ( 2,663) ( 34,800) 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 229 of 249 XXXXXXXX 229 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458800 Parkland Dedication 139,000 11,000 70,000 0 137,000 70,000 ____________ TOTAL Fees 139,000 11,000 70,000 0 137,000 70,000 Fund Transfers 000-481000 Transfer In- Reserves 0 0 99,000 0 0 51,500 ____________ TOTAL Fund Transfers 0 0 99,000 0 0 51,500 Miscellaneous 000-491000 Interest Earned 795 1,093 1,000 358 700 500 ____________ 000-491200 Investment Income 6,054 6,507 7,000 2,738 4,500 3,000 ____________ 000-493700 Donations 0 0 0 1 0 0 ____________ TOTAL Miscellaneous 6,848 7,601 8,000 3,097 5,200 3,500 ____________ TOTAL REVENUES 145,848 18,601 177,000 3,097 142,200 125,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 230 of 249 XXXXXXXX 230 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JUNE 30TH, 2020 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKLAND DEDICATION =================== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Utility Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services 301-541300 Other Consl/prof Services 16,139 5,740 0 5,760 10,000 25,000 ____________ TOTAL Professional Services 16,139 5,740 0 5,760 10,000 25,000 Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 301-571000 Sign/Fixtures 1,426 470 0 0 0 0 ____________ 301-571700 Improvements Under $5,000 0 9,041 0 0 0 0 ____________ TOTAL Operating Equipment 1,426 9,511 0 0 0 0 Capital Outlay 301-581700 Improvements Over $5,000 121,934 86,841 177,000 0 167,000 100,000 ____________ TOTAL Capital Outlay 121,934 86,841 177,000 0 167,000 100,000 ________________________________________________________________________________________________________________________________________ TOTAL PARKLAND DEDICATION 139,499 102,092 177,000 5,760 177,000 125,000 XXXXX 231 of 249 XXXXXXXX 231 of 249 FUND: 319 TREE MITIGATION DESCRIPTION Tree mitigation fund is a special fund that is derived from revenue from permits for tree removal issued in connection with a building permit, subdivision plan, and site plan. These funds are used to replace trees on City Parks, City owned property, Public lands, and SCUCISD school property. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $19,162 $70,000 $70,000 Miscellaneous 10,307 8,250 4,500 Total $29,469 $78,250 $74,500 Expenses Maintenance Services $27,867 $60,000 $70,000 Total $27,867 $60,000 $70,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2020-21 is expected to increase by 4.8% from 2019- 20 year end estimate with fewer additional new development projects. Expenses: The FY 2020-21 Budget will increase by 16.7% from the FY 2019-20 year end estimate for additional tree trimming and planting shade trees throughout the city. XXXXX 232 of 249 XXXXXXXX 232 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 100,522 19,162 70,000 52,615 70,000 70,000 ____________ Miscellaneous 6,888 10,307 8,750 5,682 8,250 4,500 ____________ TOTAL REVENUES 107,410 29,469 78,750 58,297 78,250 74,500 EXPENDITURE SUMMARY PUBLIC ENVIRONMENT TREE MITIGATION 7,518 27,867 75,000 14,800 60,000 70,000 ____________ TOTAL PUBLIC ENVIRONMENT 7,518 27,867 75,000 14,800 60,000 70,000 ____________ TOTAL EXPENDITURES 7,518 27,867 75,000 14,800 60,000 70,000 REVENUE OVER/(UNDER) EXPENDITURES 99,892 1,602 3,750 43,497 18,250 4,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 233 of 249 XXXXXXXX 233 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458900 Tree Mitigation 100,522 19,162 70,000 52,615 70,000 70,000 ____________ TOTAL Fees 100,522 19,162 70,000 52,615 70,000 70,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 1,153 840 750 432 750 500 ____________ 000-491200 Investment Income 5,736 9,467 8,000 4,750 7,000 4,000 ____________ 000-497000 Misc Income 0 0 0 500 500 0 ____________ TOTAL Miscellaneous 6,888 10,307 8,750 5,682 8,250 4,500 ____________ TOTAL REVENUES 107,410 29,469 78,750 58,297 78,250 74,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 234 of 249 XXXXXXXX 234 of 249 8-06-2020 03:52 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JUNE 30TH, 2020 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ TREE MITIGATION =============== Supplies ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Maintenance Services 302-551110 Trees 7,518 27,867 75,000 14,800 60,000 70,000 ____________ TOTAL Maintenance Services 7,518 27,867 75,000 14,800 60,000 70,000 Operating Equipment ___________ ___________ ___________ ___________ ___________ ____________ ____________ Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL TREE MITIGATION 7,518 27,867 75,000 14,800 60,000 70,000 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 7,518 27,867 75,000 14,800 60,000 70,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 7,518 27,867 75,000 14,800 60,000 70,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 235 of 249 XXXXXXXX 235 of 249 FUND: 609 LIBRARY FUND DESCRIPTION The purpose of the Library Advisory Board is to provide citizen input to the City of Schertz on Library policy and operation and to raise community awareness of the library and its services. The Library Advisory Board oversees various fund-raising activities including the operation of the Read Before Bookstore and book consignment sales with all proceeds providing supplementary funding for library materials, programs, projects and building enhancements. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $21,365 $21,000 $20,000 Miscellaneous 1,861 1,558 1,200 Total $23,226 $22,558 $21,200 Expenses Supplies $242 $150 $200 City Support Services 9,432 12,000 12,000 Operating Equipment 9,990 9,000 9,000 Total $19,664 $21,150 $21,200 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2020-21 is expected to decrease 6.0% from the FY 2019-20 year end estimate with less book sales. Expenses: The Library Fund’s FY 2020-21 Budget increase 0.2% from the FY 2019-20 year end estimates with no expected changes in operations. XXXXX 236 of 249 XXXXXXXX 236 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 18,863 21,365 20,000 9,186 21,000 20,000 ____________ Miscellaneous 1,208 1,861 1,750 795 1,558 1,200 ____________ TOTAL REVENUES 20,071 23,226 21,750 9,981 22,558 21,200 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 16,058 19,664 21,200 8,996 21,150 21,200 ____________ TOTAL GENERAL GOVERNMENT 16,058 19,664 21,200 8,996 21,150 21,200 ____________ TOTAL EXPENDITURES 16,058 19,664 21,200 8,996 21,150 21,200 REVENUE OVER/(UNDER) EXPENDITURES 4,013 3,562 550 985 1,408 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 237 of 249 XXXXXXXX 237 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 18,800 21,365 20,000 9,186 21,000 20,000 ____________ 000-458200 Sale of Recyclying Material 63 0 0 0 0 0 ____________ TOTAL Fees 18,863 21,365 20,000 9,186 21,000 20,000 Fund Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Miscellaneous 000-491000 Interest Earned 372 690 550 254 550 400 ____________ 000-491200 Investment Income 836 1,163 1,000 537 1,000 600 ____________ 000-493000 Donations 0 0 200 0 0 200 ____________ 000-497000 Misc. Income - Library 1 8 0 4 8 0 ____________ TOTAL Miscellaneous 1,208 1,861 1,750 795 1,558 1,200 ____________ TOTAL REVENUES 20,071 23,226 21,750 9,981 22,558 21,200 =========== =========== =========== =========== =========== ============ ============ XXXXX 238 of 249 XXXXXXXX 238 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JUNE 30TH, 2020 GENERAL GOVERNMENT EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Supplies 234 242 200 13 150 200 ____________ TOTAL Supplies 234 242 200 13 150 200 City Support Services 101-532800 Special Events 5,830 9,432 12,000 4,983 12,000 12,000 ____________ TOTAL City Support Services 5,830 9,432 12,000 4,983 12,000 12,000 City Assistance ___________ ___________ ___________ ___________ ___________ ____________ ____________ Professional Services ___________ ___________ ___________ ___________ ___________ ____________ ____________ Fund Charges/Transfers ___________ ___________ ___________ ___________ ___________ ____________ ____________ Operating Equipment 101-571400 Library Materials 9,994 9,990 9,000 4,000 9,000 9,000 ____________ TOTAL Operating Equipment 9,994 9,990 9,000 4,000 9,000 9,000 Capital Outlay ___________ ___________ ___________ ___________ ___________ ____________ ____________ ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 16,058 19,664 21,200 8,996 21,150 21,200 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 16,058 19,664 21,200 8,996 21,150 21,200 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 16,058 19,664 21,200 8,996 21,150 21,200 =========== =========== =========== =========== =========== ============ ============ XXXXX 239 of 249 XXXXXXXX 239 of 249 FUND: 615 HISTORICAL COMMITTEE MISSION STATEMENT To gather, preserve, and make available to the public historical information regarding people, places, and events that have contributed to the deve lopment of the City of Schertz. DESCRIPTION This function is funded from the Special Events Fund by a transfer. The Historical Committee reviews locations for possible historic value and distributes books about the history of Schertz. Budget 2018-19 Actual 2019-20 Estimate 2020-21 Budget Revenue Fees $830 $1,000 $1,000 Fund Transfers 2,871 5,250 10,750 Total $3,701 $6,250 $11,750 Expenses Supplies $1,187 $900 $1,500 Operations Support 84 0 500 Staff Support 131 2,250 5,150 Professional Services 1,469 1,600 1,600 Operating Equipment 0 1,500 3,000 Total $2,871 $6,250 $11,750 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2020-21 will remain at the same funding allocation as FY 2019-20. Expenses: The Historical Committee’s FY 2020-21 Budget will remain the as the FY 2019-20 Budget. XXXXX 240 of 249 XXXXXXXX 240 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JUNE 30TH, 2020 FINANCIAL SUMMARY (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 756 813 1,000 46 1,000 1,000 ____________ Fund Transfers 4,806 2,871 10,750 0 5,250 10,750 ____________ Miscellaneous 3 17 0 0 0 0 ____________ TOTAL REVENUES 5,565 3,701 11,750 46 6,250 11,750 EXPENDITURE SUMMARY CULTURAL HISTORICAL COMMITTEE 1,897 2,871 11,750 169 6,250 11,750 ____________ TOTAL CULTURAL 1,897 2,871 11,750 169 6,250 11,750 ____________ TOTAL EXPENDITURES 1,897 2,871 11,750 169 6,250 11,750 REVENUE OVER/(UNDER) EXPENDITURES 3,668 830 0 ( 123) 0 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 241 of 249 XXXXXXXX 241 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JUNE 30TH, 2020 REVENUES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 756 813 1,000 46 1,000 1,000 ____________ TOTAL Fees 756 813 1,000 46 1,000 1,000 Fund Transfers 000-486101 Transfer In-General Fund 0 0 10,750 0 5,250 10,750 ____________ 000-486106 Transfer In-Special Events 4,806 2,871 0 0 0 0 ____________ TOTAL Fund Transfers 4,806 2,871 10,750 0 5,250 10,750 Miscellaneous 000-497000 Misc. Income 3 17 0 0 0 0 ____________ TOTAL Miscellaneous 3 17 0 0 0 0 ____________ TOTAL REVENUES 5,565 3,701 11,750 46 6,250 11,750 =========== =========== =========== =========== =========== ============ ============ XXXXX 242 of 249 XXXXXXXX 242 of 249 8-06-2020 03:53 PM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JUNE 30TH, 2020 CULTURAL EXPENDITURES (-------------- 2019-2020 ---------------)(-------- 2020-2021 -------) 2017-2018 2018-2019 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HISTORICAL COMMITTEE ==================== Supplies 609-521000 Operating Supplies 704 1,187 1,500 100 900 1,500 ____________ TOTAL Supplies 704 1,187 1,500 100 900 1,500 Operations Support 609-534200 Printing & Binding 0 84 500 0 0 500 ____________ TOTAL Operations Support 0 84 500 0 0 500 Staff Support 609-535200 Awards 0 131 1,000 69 250 1,000 ____________ 609-535300 Memberships 0 0 150 0 0 150 ____________ 609-535500 Training/Travel 0 0 4,000 0 2,000 4,000 ____________ TOTAL Staff Support 0 131 5,150 69 2,250 5,150 Professional Services 609-541300 Other Consl/Prof Services 1,456 1,469 1,600 0 1,600 1,600 ____________ TOTAL Professional Services 1,456 1,469 1,600 0 1,600 1,600 Operating Equipment 609-571810 Event Banners ( 263 ) 0 3,000 0 1,500 3,000 ____________ TOTAL Operating Equipment ( 263) 0 3,000 0 1,500 3,000 ________________________________________________________________________________________________________________________________________ TOTAL HISTORICAL COMMITTEE 1,897 2,871 11,750 169 6,250 11,750 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 1,897 2,871 11,750 169 6,250 11,750 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 1,897 2,871 11,750 169 6,250 11,750 =========== =========== =========== =========== =========== ============ ============ XXXXX 243 of 249 XXXXXXXX 243 of 249 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. XXXXX 244 of 249 XXXXXXXX 244 of 249 Glossary Capital Improvements Expenditures for the construction, purchase, or renovation of City facilities or property. Capital Outlay Purchase of property or equipment greater than $5,000 which will be added to the City's fixed assets. Cash Currency on hand with the bank. Cash Basis An accounting method that recognizes revenues and expenses when cash enters or leaves the bank instead of when services are provided. Certificates of Obligation Tax supported bonds similar to general obligation bonds and can be issued after meeting strict publication requirements and council approval. Charter A document that establishes the city's governmental structure and provides distribution of powers and duties. In order to be implemented or changed it must be approved with a vote by the people City Council The elected governing body of the City, consisting of the Mayor and five (5) council members acting as the legislative and policy-making bod of the City. CRM Client Resource Management - a type of software for tracking dates, events, and clients. Debt Service Payments on debt made up of principle and interest following a set schedule. Delinquent Taxes Property taxes remaining unpaid after the due date. Delinquent taxes incur penalties and interest at rates specified by law. Department A functional group of the City with related activities aimed at accomplishing a major City service or program. Depreciation In accounting, this is a noncash expense that reduces the value of a capital asset over its expected useful life. Effective Tax Rate The rate that would produce the same amount of property taxes from the properties on the previous year's tax rolls. Enterprise Fund See Proprietary Fund. Expenditure Any payment made by the City. XXXXX 245 of 249 XXXXXXXX 245 of 249 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. XXXXX 246 of 249 XXXXXXXX 246 of 249 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. XXXXX 247 of 249 XXXXXXXX 247 of 249 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. XXXXX 248 of 249 XXXXXXXX 248 of 249 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. XXXXX 249 of 249 XXXXXXXX 249 of 249