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FY 2022-23 Proposed Budget Updated 9-7-22 CITY OF SCHERTZ FY 2022-23 PROPOSED BUDGET The members of the governing body voted on the proposal to consider the budget as follows: FOR: N/A AGAINST: N/A PRESENT and not voting: N/A ABSENT:N/A Property Tax Rate Comparison 2022-23 2021-22 Property Tax Rate:-$0.5121/100 No-new-revenue $.04526/100 $0.5146/100 $0.3046/100 $0.3515/100 Voter-approval Rate:$0.4968/100 $0.5242/$100 Debt Rate:$0.1480/100 $0.1604/100 Total debt obligation for the City of Schertz secured by property taxes: 105,316,557$ City of Schertz Fiscal Year 2022-23 Budget Cover Page The City Council hereby ratifies the budget will raise more total property taxes than last year's budget by $2,541,687 or 12%increase,and of that amount,$576,517 is tax revenue to be raised from new property added to the tax roll this year. No-new-revenue Maintenance & Operations Tax Rate: CITY OF SCHERTZ, TEXAS PROPOSED ANNUAL BUDGET FISCAL YEAR 2022-23 OCTOBER 1, 2022 – SEPTEMBER 30, 2023 CITY COUNCIL RALPH GUTIERREZ Mayor MARK DAVIS Council Member, Place 1 Vacant Council Member, Place 2 JILL WHITTAKER Council Member, Place 3 MICHAEL DAHLE Council Member, Place 4 DAVID SCAGLIOLA Council Member, Place 5 ALLISON HEYWARD Council Member, Place 6 TIM BROWN Council Member, Place 7 PREPARED BY MARK BROWNE, CITY MANAGER BRIAN C. JAMES, ASSISTANT CITY MANAGER SARAH GONZALEZ, ASSISTANT TO THE CITY MANAGER JAMES P. WALTERS, FINANCE DIRECTOR BABETT MARTIN, ASSISTANT FINANCE DIRECTOR MIKE WALKDEN, FINANCIAL ANALYST City of Schertz Our Vision Community. Service. Opportunity. Our Mission Leading, improving, and serving a livable, sustainable and financially sound community City Policy Values 1. Safe Community 2. Essential Services 3. High Quality of Life 4. Attractive Community 5. Economic Prosperity 6. Fiscally Sustainable City Operational Values 1. Systems Management 2. Engaged Workforce 3. Innovative 4. Proactive 5. Service Oriented City Core Value 1. Do the right thing 2. Do the best you can 3. Treat others the way you want to be treated 4. Work cooperatively as a tea Citizens City Council City Attorney City Manager Assistant City Manager Engineering IT GIS Library Parks & Recreation Planning & Community Development Planning Inspections Neighborhood Services Executive Director of Economic Development Assistant City Manager EMS Fire Rescue Police Public Works Streets & Drainage Water & Sewer Fleet & Facilities Assistant to City Manager Public Affairs Customer Care/311 Civic Center & Events Schertz Magazine Human Resources & Purchasing Finance Utility Billing Municipal Court City Secretary CITY OF SCHERTZ CITY OF SCHERTZ 2022-23 BUDGET Table of Contents Executive Summary 1 General Fund Summary 8 Revenues 12 City Council 17 City Manager 20 Municipal Court 24 311/Customer Relations 29 Planning & Zoning 32 Legal Services 38 City Secretary 41 Non-Departmental 45 Public Affairs 48 Engineering 53 Police 59 Fire Rescue 67 Inspections 74 Neighborhood Services 81 Streets 86 Parks, Recreation, & Community Services 92 Pools 99 Event Facilities 103 Library 108 Information Technology 115 Human Resources 120 Finance 125 Purchasing & Asset Management 130 Fleet Services 135 Facility Services 141 City Assistance 151 Court Restricted 153 Interest & Sinking Fund 156 Water & Sewer Summary 161 Business Office 164 Water & Sewer Administration 169 Capital Recovery - Water 177 Capital Recovery – Sewer 184 Drainage Summary 190 Revenues 194 Expenditures 195 Emergency Medical Services (EMS) Summary 199 Revenues 204 Expenditures 205 Schertz Economic Development Corporation Summary 210 Revenues 214 Expenditures 216 Special Revenue Funds Special Events 220 Public, Educational, and Government (PEG) Access Fund 226 Hotel/Motel Tax 231 Park Fund 237 Tree Mitigation 241 Roadway Area 1 245 Roadway Area 2 250 Roadway Area 3 255 Roadway Area 4 260 Library Fund 265 Historical Committee 269 Glossary 273 Executive Summary General Fund Revenue: Revenues for FY 2022-23 Budget are expected to increase 7.8% from the FY 2021-22 year-end estimate. The largest contributor to this increase will be from property and sales taxes. The property taxes for FY 2022-23 are estimated to increase 6.41% and sales taxes are estimated to increase 5.63%. These increases are offset by a projected decrease in commercial building permits and large deployment reimbursements received in 2021-22 that are not expected in 2022-23. Expenses: The overall FY 2022-23 Budget increased 3.3% from the FY 2021-22 year-end estimates. This includes annual wage increases, 24 new personnel and a 3% ECI increase. This budget also includes additional funding for street preservation and maintenance as well as a parking lot surfacing for building 27 to provide the needed additional parking and storage. In addition, the FY 2022-23 budget includes IT upgrades for Internet and fiber to add additional high-speed connection to the internet and create better network load balancing for internet connectivity. The IT budget will also increase with the funding for two software. A new eProcurement and Contract management software to allow for increased participation in the bidding process and more effective contract management. Funding for a joint project with IT and Police to replace the current RMS software with a more efficient system. City Council The Proposed FY 2022-23 Budget increases 7.8% from the FY 2021-22 year-end estimates for additional funding for training and travel. City Manager The FY 2022-23 Budget decreases 1.3% from the FY 2021-22 year-end estimates. Wages increases are offset by vehicle replacements made in 2021-22 that will not carry forward to 2022-23. Municipal Court The FY 2022-23 Budget increased 6.7% from FY 2021-22 year-end estimates for an increase in the Judge services rates and a projected increase in prosecutor rates. 311 Customer Service The FY 2022-23 Budget decreases 3.4% from the FY 2021-22 year end estimates with no changes to operation. 1 of 278 EXECUTIVE SUMMARY Planning & Zoning The FY 2022-23 Budget decreased by 40.8% from the FY 2021-22 year-end estimate. $400,000 for the master plan was originally allocated in the planning department. Because this is a multi-year project, we will be accounting for the funds in the project fund. This decrease will be offset by the addition of 2 new positions, plans examiner and permit technician. Legal Services The FY 2022-23 Budget decreased 2.0% from the FY 2021-22 year end estimate with no changes to operation. City Secretary The FY 2022-23 Budget decreases 0.7% from the FY 2021-22 year-end estimate with no changes to operation. Non-Departmental The FY 2022-23 Budget increases 20.9% from the FY 2021-22 year-end estimate due to a projected 10.8% increase on commercial insurance rates and setting general contingency and personnel contingency to $186,200 each. Public Affairs The FY 2022-23 Budget decreases 0.2% from the FY 2021-22 year end estimate with no changes to operation. Engineering The FY 2022-23 Engineering Budget increased 31.7% from the FY 2021-22 year end estimate for two new positions, inspector and engineer, and vehicle replacements. Police The FY 2022-23 Budget increases 6.7% from the FY 2021-22 year-end estimates for four new positions. Two school resource officers, a traffic officer, and a records management specialist. In addition to new personnel, the police department will be adding additional funding for body armor. Fire Rescue The FY 2022-23 Budget will decrease 6.1% from the FY 2021-22 year-end estimate. A fire inspector position and 3 new firefighter positions will be offset by less vehicle replacements/purchases and fewer state deployments. Inspections The FY 2022-23 Budget increases 16.2% from the FY 2021-22 year-end estimate for a new Plans Examiner position, computer equipment, and a vehicle replacement. Neighborhood Services The FY 2022-23 Budget increases 28.5% from the FY 2021-22 year end with the addition of a neighborhood services officer position, the addition of the Cibolo creek clean-up program, and vehicle replacements. 2 of 278 EXECUTIVE SUMMARY Streets The FY 2022-23 Budget will increase 25.2% from the FY 2021-22 year-end estimate. FY 2022-23 budget includes an additional $250,000 for Street Preservation and Maintenance (SPAM), an emulsion tank, and a replacement skid steer. Parks The FY 2022-23 Budget will increase 19.0% from the FY 2021-22 year-end estimate for a two new Parks maintenance technician positions, a recreation coordinator position, additional funding for contract mowing and vehicle and equipment replacements. Pools The FY 2022-23 Budget will increase 0.8% from the FY 2021-22 year end with no change in operations. Event Facilities The FY 2022-23 Budget will increase 11.2% from the FY 2021-22-year end estimate with the addition of a new event attendant position. Library The Library FY 2022-23 Budget increases 8.6% from the FY 2021-22 year end for a new Part time programming specialist, wage increases, additional funding for Library materials, and noise mitigation tiles for meeting rooms. Animal Services This budget was combined into the Police Department Budget. Information Technology The Information Technology FY 2022-23 Budget increases approximately 16.2% from the FY 2021-2022 year-end estimates. Primary costs changes include a new Public safety technician position, a GIS specialist position, an Eprocurement software, camera replacements, and internet and fiber upgrades. Human Resources The FY 2022-23 Budget will increase 11.3% from the FY 2021-22 year-end estimate for wage increases, an increase in expenditures for the remaining employee wellness program initiative funds, and additional funding for recruitment advertisement and incentives. Finance The FY 2022-23 Budget will increase 4.2% from the FY 2021-22 year-end estimate due to citywide wage increases. Purchasing & Asset Management The FY 2022-23 Budget will increase 1.8% from the FY 2021-22 year-end estimate due to the salary increase awarded to the Purchasing Manager in 2022 and the rising costs across the board for training, travel, office supplies, and operating supplies. 3 of 278 EXECUTIVE SUMMARY Fleet Services The FY 2022-23 Budget will decrease 2.3% from the FY 2021-22 year end estimate. Wage increases, a new parts clerk/lube technician position, and updgraded software will be offset by less vehicle replacements in 2022-23. Facility Services The FY 2022-23 Budget decreases 3.9% from the FY 2021-22 year-end estimates. Wage increases and vehicle replacements are offset by a lower budget for maintenance services. City Assistance The FY 2022-23 Budget will increase 5.7% from the FY 2021-22 year end estimate for the Senior Citizens meal program. Court Restricted Funds The FY 2022-23 Budget will decrease 34.5% from the FY 2021-22 estimate to match the projected revenue for 22-23. Interest & Sinking Fund Revenues: Revenues for FY 2022-23 increase 16.3% from the FY 2021-22 estimate with higher property values. Expenses: The FY 2022-23 Budget will increase 31.9% from the FY 2021-22 year end estimate with the addition of new debt issuances. Water & Sewer Fund Revenue: Revenues for FY 2022-23 Budget are expected to decrease 0.6% from the FY 2021-22 year-end estimate increase is fees are offset by lower fund transfers. Expenses: The FY 2022-23 Budget increases 2.9% from the FY 2021-22 year-end estimates. Utility Billing The FY 2022-23 Budget increases 5.5% from the FY 2021-22 year-end estimate for wage increases, increased charges for credit card processing fees and a customer text notification software. Administration The FY 2022-23 Budget will increase 5.0% from the FY 2021-22 year-end estimate for wage increases, water gems software, a new mobile bypass pump and additional debt payments. Capital Recovery Fund – Water The FY 2022-23 Budget will be set at $55,748 for any professional services or studies that need to be completed. Capital Recovery Fund - Sewer The FY 2022-23 Budget will be set at $64,248 for any professional services or studies that need to be completed. 4 of 278 EXECUTIVE SUMMARY Drainage Fund Revenue: The FY 2022-23 Budget increase 14.5% from the FY 2021-22 year-end estimate from a fund transfer from reserves for equipment replacements. Expenses: The FY 2022-23 Budget will increase 28.5% from the FY 2021-22 year-end estimate for wage increases and equipment replacements. EMS Fund Revenue: Revenues for FY 2022-23 Budget are expected to increase 1.2% from FY 2021- 22 year-end estimates from an increase in transports that is offset by lower funding from the Texas Ambulance Supplemental Payment Program (TASSP). Expenses: The FY 2022-23 Budget will increase 1.7% from the FY 2021-22 year-end estimate. The addition of 8 new person and wage increases is offset by debt service being paid off and vehicle replacements made in FY 2021-22. Schertz Economic Development Corporation (SEDC) Revenues: The SEDC receives one-half of one percent of all sales and use tax generated within the City of Schertz. The revenue for FY 2022-23 is projected to increase by 60.3% from the FY 2021-22 year-end estimate. The increase is reflective of an increase in sales tax revenue. Expenses: The SEDC funds are restricted to those expenses authorized by the Texas Local Government Code sections 501 and 505. The expenses for FY 2022-23 are projected to increase by 67.9% to accommodate costs associated with signage on Schertz Parkway Overpass, and Master Planning for comprehensive Request for Information (RFI) responses, and continued work with the Retail Coach on site analysis and planning. Unspent Marketing and Promotion dollars may be carried forward per State statute for Marketing and Promotion purposes. Special Events Fund Revenue: Revenues are set at $24,000 each year and any additional covers event expenses. Expenses: The Special Events Fund FY 2022-23 Budget is set at $24,000 with no change in operations. Public, Educational, and Governmental Access (PEG) Fund Revenue: Revenues for FY 2022-23 Budget are not expected to change from the FY 2021-22 year-end estimates 5 of 278 EXECUTIVE SUMMARY Expenses: The PEG Fund FY 2022-23 Budget decreased to $60,000 from the FY 2021-22 year-end estimates with the continued implementation of the communication master plan Hotel Motel Tax Fund Revenue: Revenue for FY 2022-23 Budget is expected to increase 0.5% from the FY 2021-22 year end estimates. Expenses: The Hotel Motel Tax Fund FY 2022-23 Budget decrease 20.3% from FY 2021-22 year end estimates due to one time purchases in FY 21-22 for banquet chairs and an event management software for the civic center. Park Fund Revenue: The revenue for FY 2022-23 Budget is expected to be equal to the FY 2021-22 year end estimates. Expenses: The FY 2022-23 Budget is not expected to change from FY 2021-22 year end estimate. Tree Mitigation Revenue: The revenue for FY 2022-23 Budget is expected to increase by 1.5% from 2021-22 year-end estimate with no changes to the operation. Expenses: The FY 2022-23 Budget will not change from the FY 2021-22 year-end estimate. Roadway Impact Fee Area 1 The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. Roadway Impact Fee Area 2 The FY 2022-23 Budget will be set at $55,000 for any professional services or studies that need to be completed. Roadway Impact Fee Area 3 The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. Roadway Impact Fee Area 4 The FY 2022-23 Budget will be set at $3,000 for any professional services or studies that need to be completed. Library Fund Revenues: Revenue for FY 2022-23 is expected to decrease 4.6% from the FY 2021-22 estimate due to the lower budgeted amount for fund transfers to balance the overall budget. Expenses: The Library Fund’s FY 2022-23 Budget will increase 0.5% from the FY 2021-22 year end estimate for the increase in operating supply purchases. 6 of 278 EXECUTIVE SUMMARY Historical Committee Revenues: Revenue for FY 2022-23 will remain at the same funding allocation as FY 2021-22. Expenses: The Historical Committee’s FY 2022-23 Budget will remain the same as the FY 2021-22 Budget. 7 of 278 FUND: 101 GENERAL FUND DESCRIPTION The General Fund is the City’s primary governmental operating fund. It is used to account for all financial resources that cannot otherwise be accounted for in other funds that have specific purposes, such as the Water and Sewer Fund or Special Revenue Funds. All general tax revenues, franchise fees, permits, license fees, fine and forfeitures, interest income and any other receipts that are not allocated by law or otherwise restricted to other funds are accounted for in this fund. It accounts for the majority of City services, including General Government, public safety, public environment, parks and recreation, cultural, and internal services. Budgeted expenditures include salaries and benefits, supplies, maintenance, services, and capital outlays. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenues Taxes $27,294,411 $28,970,311 $32,305,000 Franchises $2,226,361 $2,354,017 $2,550,000 Permits $1,547,780 $2,265,755 $1,717,800 Licenses $45,600 $38,620 $45,620 Fees $1,975,216 $2,351,312 $2,189,200 Fines & Forfeitures $8,477 $9,000 $9,000 Inter-Jurisdictional $899,348 $986,068 $1,151,352 Fund Transfers $2,893,814 $3,094,852 $3,568,214 Miscellaneous $720,561 $1,097,943 $839,850 Total $37,611,600 $41,167,878 $44,376,036 Expenses General Government $6,315,829 $6,809,346 $7,309,692 Public Safety $17,489,515 $20,199,499 $20,742,963 Public Environment $1,413,809 $2,067,417 $2,587,507 Parks & Recreation $2,506,318 $2,776,593 $3,165,884 Cultural $1,040,278 $1,190,931 $1,292,795 Internal Service $6,808,023 $7,646,072 $8,078,642 Misc & Projects $2,616,394 $2,267,230 $1,198,553 Total $38,190,165 $42,957,088 $44,376,036 8 of 278 GENERAL FUND PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are expected to increase 7.8% from the FY 2021-22 year-end estimate. The largest contributor to this increase will be from property and sales taxes. The property taxes for FY 2022-23 are estimated to increase 6.41% and sales taxes are estimated to increase 5.63%. These increases are offset by a projected decrease in commercial building permits and large deployment reimbursements received in 2021-22 that are not expected in 2022-23. Expenses: The overall FY 2022-23 Budget increased 3.3% from the FY 2021-22 year-end estimates. This includes annual wage increases, 24 new personnel and a 3% ECI increase. This budget also includes additional funding for street preservation and maintenance as well as a parking lot surfacing for building 27 to provide the needed additional parking and storage. In addition, the FY 2022-23 budget includes IT upgrades for Internet and fiber to add additional high-speed connection to the internet and create better network load balancing for internet connectivity. The IT budget will also increase with the funding for two software. A new eProcurement and Contract management software to allow for increased participation in the bidding process and more effective contract management. Funding for a joint project with IT and Police to replace the current RMS software with a more efficient system. 9 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 23,918,317 27,294,441 27,845,000 26,383,357 28,970,311 32,305,000 ____________ Franchises 2,223,227 2,226,361 2,327,000 1,934,231 2,354,017 2,550,000 ____________ Permits 1,701,296 1,547,780 1,718,150 1,682,870 2,265,755 1,717,800 ____________ Licenses 49,540 45,600 49,320 34,533 38,620 45,620 ____________ Fees 2,091,014 1,975,216 2,232,459 1,816,972 2,351,312 2,189,200 ____________ Fines & Forfeitures 7,053 8,477 9,000 8,742 9,000 9,000 ____________ Inter-Jurisdictional 996,174 899,348 990,598 724,943 986,068 1,151,352 ____________ Fund Transfers 2,703,943 2,893,814 5,612,630 2,656,094 3,094,852 3,568,214 ____________ Miscellaneous 803,832 719,516 706,050 848,573 1,097,943 839,850 ____________ TOTAL REVENUES 34,494,396 37,610,555 41,490,207 36,090,315 41,167,878 44,376,036 EXPENDITURE SUMMARY NON PROGRAM NON DEPARTMENTAL 0 0 0 0 0 0 ____________ TOTAL NON PROGRAM 0 0 0 0 0 0 GENERAL GOVERNMENT CITY COUNCIL 110,886 105,989 129,252 90,253 124,152 133,870 ____________ CITY MANAGER 1,168,026 1,249,953 1,347,229 1,068,515 1,397,216 1,379,657 ____________ MUNICIPAL COURT 324,437 343,557 388,838 303,815 390,436 416,702 ____________ CUSTOMER RELATIONS-311 110,238 115,148 117,235 98,932 125,300 121,062 ____________ PLANNING & ZONING 182,850 220,517 727,715 160,608 635,491 376,095 ____________ LEGAL SERVICES 107,722 158,366 140,000 50,714 140,000 137,200 ____________ CITY SECRETARY 206,457 204,993 216,259 182,456 235,183 233,574 ____________ NONDEPARTMENTAL 2,669,901 2,443,351 2,381,310 1,994,132 2,138,237 2,585,203 ____________ PUBLIC AFFAIRS 557,109 603,792 658,486 531,436 663,917 662,484 ____________ ENGINEERING 659,370 870,162 959,634 724,019 959,414 1,263,846 ____________ GIS 187,174 0 0 0 0 0 ____________ TOTAL GENERAL GOVERNMENT 6,284,169 6,315,829 7,065,958 5,204,881 6,809,346 7,309,692 PUBLIC SAFETY POLICE 7,604,159 9,955,402 10,295,516 8,563,793 10,911,513 11,639,567 ____________ FIRE RESCUE 5,056,610 6,559,780 6,667,866 5,820,686 7,793,123 7,316,978 ____________ INSPECTIONS 903,194 974,332 1,088,400 844,619 1,093,923 1,271,297 ____________ NEIGHBORHOOD SERVICES 0 0 377,450 288,257 400,940 515,121 ____________ TOTAL PUBLIC SAFETY 13,563,963 17,489,515 18,429,232 15,517,355 20,199,499 20,742,963 XXXXX 10 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PUBLIC ENVIRONMENT STREETS 1,521,424 1,413,809 2,037,970 1,439,665 2,067,417 2,587,507 ____________ TOTAL PUBLIC ENVIRONMENT 1,521,424 1,413,809 2,037,970 1,439,665 2,067,417 2,587,507 PARKS & RECREATION PARKS 1,312,158 1,661,869 1,823,731 1,174,412 1,780,332 2,118,076 ____________ SWIM POOL 471,528 536,674 569,878 410,216 576,378 580,824 ____________ EVENT FACILITIES 320,479 307,775 384,945 314,383 419,883 466,985 ____________ TOTAL PARKS & RECREATION 2,104,164 2,506,318 2,778,554 1,899,010 2,776,593 3,165,884 CULTURAL LIBRARY 1,034,433 1,040,278 1,163,373 937,482 1,190,931 1,292,795 ____________ TOTAL CULTURAL 1,034,433 1,040,278 1,163,373 937,482 1,190,931 1,292,795 INTERNAL SERVICE INFORMATION TECHNOLOGY 1,821,503 2,517,577 2,707,439 2,180,796 2,631,436 3,058,615 ____________ HUMAN RESOURCES 668,639 666,392 748,319 527,276 690,511 768,340 ____________ FINANCE 634,265 687,033 704,969 600,208 725,064 755,468 ____________ PURCHASING & ASSET MGT 235,506 247,913 257,714 227,068 290,020 295,370 ____________ FLEET SERVICE 913,882 1,025,476 1,306,111 965,337 1,273,032 1,244,274 ____________ BUILDING MAINTENANCE 1,432,009 1,663,632 1,998,339 1,217,804 2,036,009 1,956,575 ____________ TOTAL INTERNAL SERVICE 5,705,803 6,808,023 7,722,891 5,718,488 7,646,072 8,078,642 MISC & PROJECTS PROJECTS 4,000,000 2,314,007 1,645,112 505,411 1,645,112 850,000 ____________ CITY'S ASSISTANCE 287,962 290,617 342,666 222,581 317,666 335,813 ____________ SEWER PROJECTS 0 0 285,000 0 285,000 0 ____________ COURT-RESTRICTED FUNDS 0 11,770 19,452 5,985 19,452 12,740 ____________ NORTHCLIFF COMM CTR 0 0 0 0 0 0 ____________ CITY HALL WING 0 0 0 0 0 0 ____________ LAND PURCHASE 0 0 0 0 0 0 ____________ CITY HALL REMODEL 0 0 0 0 0 0 ____________ ECONOMIC DEVELOPMENT 0 0 0 0 0 0 ____________ LIBRARY CAMPAIGN PROJECT 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 4,287,962 2,616,394 2,292,230 733,977 2,267,230 1,198,553 ____________ TOTAL EXPENDITURES 34,501,919 38,190,165 41,490,208 31,450,858 42,957,088 44,376,036 REVENUE OVER/(UNDER) EXPENDITURES ( 7,523) ( 579,611) ( 1) 4,639,457 ( 1,789,210) 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 11 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411100 Advalorem Tax-Current 14,102,255 14,762,219 15,420,000 15,564,559 15,500,000 17,965,000 ____________ 000-411110 Disable Veterans Assist Pymnt 0 1,064,592 1,100,000 897,969 897,696 1,100,000 ____________ 000-411200 Advalorem Tax-Delinquent 46,115 68,737 50,000 18,374 63,702 50,000 ____________ 000-411300 Advalorem Tax-P&I 86,945 107,361 70,000 99,433 93,830 80,000 ____________ 000-411400 Roll Back Property Tax 0 0 0 0 0 0 ____________ 000-411500 Sales Tax Revenue-Gen Fund 9,612,864 11,222,803 11,135,000 9,737,382 12,345,083 13,040,000 ____________ 000-411600 Bingo Tax 28 0 0 0 0 0 ____________ 000-411700 Mixed Beverage Tax 70,111 68,730 70,000 65,641 70,000 70,000 ____________ TOTAL Taxes 23,918,317 27,294,441 27,845,000 26,383,357 28,970,311 32,305,000 Franchises 000-421200 Center Point/Entex Energy 90,533 103,058 94,000 102,194 120,671 120,000 ____________ 000-421220 City Public Service 946,815 1,039,100 980,000 878,628 1,100,000 1,200,000 ____________ 000-421240 Guadalupe Valley Elec Co-op 441,211 457,842 460,000 384,818 450,000 475,000 ____________ 000-421250 New Braunfels Utilities 65,991 71,296 70,000 57,633 75,000 80,000 ____________ 000-421300 Spectrum-State Franchise 317,421 317,385 325,000 260,692 300,000 325,000 ____________ 000-421460 DIRECT TV Franchise Fee 92,736 27,032 100,000 69,076 75,059 75,000 ____________ 000-421480 Other Telecom Franchise - ROW 107,819 44,206 130,000 36,044 63,286 100,000 ____________ 000-421500 Solid Waste Franchise Fee 160,702 166,443 168,000 145,146 170,000 175,000 ____________ TOTAL Franchises 2,223,227 2,226,361 2,327,000 1,934,231 2,354,017 2,550,000 Permits 000-431100 Home Occupation Permit 560 665 525 350 525 550 ____________ 000-431205 Bldg Permit-Residential 588,824 475,336 601,400 252,660 350,000 513,000 ____________ 000-431210 Bldg Permit-Commercial 181,831 210,053 250,000 636,158 800,000 347,000 ____________ 000-431215 Bldg Permit-General 377,725 356,641 350,000 228,428 350,000 328,000 ____________ 000-431300 Mobile Home Permit 300 400 375 50 50 0 ____________ 000-431400 Signs Permit 4,875 6,668 5,000 5,031 5,000 5,500 ____________ 000-431500 Food Establishmnt Permit 69,780 73,410 70,000 51,535 70,000 71,000 ____________ 000-431700 Plumbing Permit 130,330 121,196 130,000 73,526 120,000 123,000 ____________ 000-431750 Electrical Permit 69,460 75,500 75,000 47,660 65,000 70,000 ____________ 000-431800 Mechanical Permit 68,640 53,800 68,000 36,140 55,000 60,000 ____________ 000-431900 Solicitor/Peddler Permit 2,256 2,890 2,000 1,960 2,227 2,000 ____________ 000-431950 Animal/Pet Permit 45 100 250 200 267 250 ____________ 000-432000 Cert of Occupancy Prmt 7,150 11,350 7,600 7,550 10,000 9,500 ____________ 000-432100 Security Alarm Permit 43,736 31,662 43,000 34,270 39,499 43,000 ____________ 000-432300 Grading/Clearing Permit 9,795 12,943 10,000 19,380 24,166 15,000 ____________ 000-432400 Development Permit 110,297 87,450 75,000 263,471 345,044 100,000 ____________ 000-435000 Fire Permit 35,693 27,718 30,000 24,502 28,978 30,000 ____________ TOTAL Permits 1,701,296 1,547,780 1,718,150 1,682,870 2,265,755 1,717,800 Licenses 000-441000 Alcohol Beverage License 7,783 9,620 8,200 6,233 8,500 8,500 ____________ 000-441300 Mobile Home License 120 80 120 120 120 120 ____________ 000-442000 Contractors License 40,680 35,900 41,000 28,180 30,000 37,000 ____________ 000-444000 Pet License 957 0 0 0 0 0 ____________ TOTAL Licenses 49,540 45,600 49,320 34,533 38,620 45,620 XXXXX 12 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-451000 Municipal Court Fines 625,820 481,067 625,000 399,674 529,000 525,000 ____________ 000-451010 Texas Motor Carrier Fines 0 0 0 21,704 37,700 30,000 ____________ 000-451015 CVE Out of Service 0 250 0 1,900 2,453 3,000 ____________ 000-451100 Arrest Fee 21,404 14,040 21,300 12,810 17,160 12,000 ____________ 000-451110 Expunction Fee 100 0 100 0 0 0 ____________ 000-451200 Warrant Fees 67,368 56,474 67,400 46,334 63,000 53,000 ____________ 000-451210 Court-Claims & Judgements 0 0 0 0 0 0 ____________ 000-451220 Officer Jury Fee 91 0 200 0 200 0 ____________ 000-451310 Restitution Fee-Local 126 103 100 0 0 0 ____________ 000-451320 Civil Justice Fee-Court 0 0 0 0 0 0 ____________ 000-451321 Civil Justice Fee-State 0 0 0 0 0 0 ____________ 000-451340 Judicial Fee-City 1,531 544 1,524 304 432 300 ____________ 000-451400 Traffic Fine Costs TTL 9,930 5,839 9,924 5,474 7,349 6,000 ____________ 000-451500 Teen Court Admin Fee 0 0 0 0 0 0 ____________ 000-451510 Juvenile Case Mgmt Fee 12,774 4,543 12,768 2,540 3,664 3,000 ____________ 000-451520 Truancy Fees 13,592 12,459 13,584 12,498 16,000 14,000 ____________ 000-451530 Local Municipal Jury Fund 227 238 225 243 317 150 ____________ 000-451600 Technology Fund Fee 19,459 13,233 19,452 11,840 15,916 13,000 ____________ 000-451700 Security Fee 18,904 14,437 18,900 13,505 18,050 15,000 ____________ 000-451800 Time Payment Fee-City 4,148 2,617 4,140 4,041 5,583 4,000 ____________ 000-451850 State Fines 10% Service Fee 32,615 27,691 32,612 24,548 21,200 15,000 ____________ 000-451900 DPS Payment-Local 5,059 4,353 5,052 3,782 4,947 4,000 ____________ 000-452000 Child Safety Fee 5,890 4,800 5,880 3,856 5,917 5,000 ____________ 000-452050 Indigent Defense Fee 0 0 0 0 0 0 ____________ 000-452100 Platting Fees 31,250 44,500 54,000 41,250 54,000 54,000 ____________ 000-452200 Site Plan Fee 10,500 19,000 23,000 18,500 23,000 23,000 ____________ 000-452300 Plan Check Fee 552,174 462,928 600,000 457,778 700,000 570,000 ____________ 000-452310 Misc Review Fee 0 0 0 0 0 0 ____________ 000-452320 Tree Mitigation Admin Fee 10,707 38,738 15,000 11,550 15,000 15,000 ____________ 000-452400 BOA/Variance Fees 1,000 1,500 2,500 2,500 3,000 2,500 ____________ 000-452520 Fire Training Classes 0 0 0 0 0 0 ____________ 000-452600 Specific Use/Zone Chng Fee 22,090 34,300 26,450 33,000 35,000 26,450 ____________ 000-452710 Zoning Ltr & Dev Rights 3,300 2,700 2,550 4,350 5,000 2,550 ____________ 000-453100 Reinspection Fees 202,351 179,625 190,000 155,825 190,000 190,000 ____________ 000-453110 Swim Pool Inspection Fee 2,970 3,410 2,500 660 2,500 2,900 ____________ 000-453200 Lot Abatement 8,552 6,525 5,000 6,025 5,000 6,700 ____________ 000-453211 Admin Fee-Inspections 11,200 3,000 10,000 10,000 10,000 10,000 ____________ 000-453310 Misc Inspection Fees 300 0 0 0 0 0 ____________ 000-453710 Foster Care 600 300 500 50 300 500 ____________ 000-454200 Pool Gate Admission Fee 12,339 21,545 22,000 19,015 22,000 22,000 ____________ 000-454300 Seasonal Pool Pass Fee 1,380 6,730 4,000 6,495 6,500 4,000 ____________ 000-456110 Senior Center Memberships 0 0 0 19,957 25,000 16,000 ____________ 000-456120 Senior Center Meal Fee 19,371 28,205 20,000 21,226 20,000 20,000 ____________ 000-456500 HAZ MAT Fees 0 0 5,000 0 5,000 5,000 ____________ 000-456600 Fire Re-inspection Fee 650 300 750 50 100 700 ____________ 000-458000 Sale of General Fixed Assets 0 0 0 37,572 37,572 0 ____________ 000-458100 Sale of Merchandise 360 90 0 0 0 0 ____________ 000-458110 Sale of Mdse - GovDeals 53,563 126,933 100,000 5,391 9,700 100,000 ____________ XXXXX 13 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-458300 Sale of Property/Auction 0 0 0 0 0 0 ____________ 000-458350 Gain on Sale of Fixed Assets 0 3,800 0 0 0 0 ____________ 000-458400 Civic Center Rental Fees 5,275 42,904 140,000 242,322 215,000 225,000 ____________ 000-458401 Capital Recovery Fee-Civic C 11,500 7,775 0 2,275 0 0 ____________ 000-458402 Civic Center Ancillary Fees 200 210 0 1,040 0 0 ____________ 000-458450 North Center Rental Fees 15,875 26,094 18,000 31,938 31,000 28,000 ____________ 000-458460 Senior Center Rental 3,500 0 7,000 1,400 1,867 7,000 ____________ 000-458500 Community Center Rental Fees 16,778 32,505 25,000 46,032 46,000 40,000 ____________ 000-458501 Community Center Service Fees 550 500 0 800 0 0 ____________ 000-458510 Grand Ballroom Rental Fees 115,336 51,501 0 ( 30,694) 0 0 ____________ 000-458520 Cut-Off Hall Rental Fees 10,568 8,016 0 600 0 0 ____________ 000-458530 Conference Hall Rental Fees 1,963 506 0 0 0 0 ____________ 000-458540 Bluebonnet Hall Rental Fees 25,726 19,974 0 ( 2,938) 0 0 ____________ 000-458550 Pavilion Rental Fees 4,590 24,308 20,000 20,820 23,933 25,000 ____________ 000-458551 Equipment Rentals-Parks 0 0 0 40 53 0 ____________ 000-458560 Chamber of Comm Rent 7,800 7,800 7,800 5,850 7,800 7,800 ____________ 000-458570 Non-Resident SYSA League 8,590 9,160 10,000 7,500 10,000 10,000 ____________ 000-458580 HOA Meeting Rental Fees 1,125 825 0 0 0 0 ____________ 000-458581 Funeral Reception Rental Fees 600 675 0 0 0 0 ____________ 000-458582 Quality of Life Rental Fees 5,430 6,150 0 0 0 0 ____________ 000-458590 Cancellation Fees-Event Renta 6,445 1,600 0 1,900 2,000 1,500 ____________ 000-458650 NonResident User Fee-BVYA 6 12,600 10,000 8,240 10,000 0 ____________ 000-458660 BVYA Utility Reimbursement 0 18,338 15,000 6,486 15,000 15,000 ____________ 000-458670 SYSA Utility Reimbursement 4,494 5,863 7,500 6,651 7,500 7,500 ____________ 000-458675 Lions Futbol Utility Reimbrsm 16,098 22,580 15,000 12,032 15,000 15,000 ____________ 000-458680 Tournament Fees 0 0 0 0 0 0 ____________ 000-458685 Recreation Programs 0 2,431 1,000 ( 25) 50 1,000 ____________ 000-458685.Rec Prgrm-Kickball Leagues 84 7,105 2,600 5,055 6,000 2,600 ____________ 000-458700 Vehicle Impoundment 14,060 11,580 11,000 9,930 12,500 0 ____________ 000-459200 NSF Check Fee 125 0 100 0 0 0 ____________ 000-459300 Notary Fee 48 84 48 48 50 50 ____________ 000-459400 Maps,Copies,UDC & Misc Fees 5 0 0 0 0 0 ____________ 000-459600 Animal Adoption Fee 14,075 10,955 9,000 9,005 12,000 12,000 ____________ 000-459700 Pet Impoundment Fee 11,227 9,436 7,000 9,993 13,000 13,000 ____________ 000-459800 Police Reports Fee 5,248 6,924 5,000 4,425 5,000 5,000 ____________ 000-459990 Fire - False Alarm Fee 0 0 0 0 0 0 ____________ TOTAL Fees 2,091,014 1,975,216 2,232,459 1,816,972 2,351,312 2,189,200 Fines & Forfeitures 000-463000 Library Fines 7,053 8,477 9,000 8,742 9,000 9,000 ____________ TOTAL Fines & Forfeitures 7,053 8,477 9,000 8,742 9,000 9,000 Inter-Jurisdictional 000-473100 Bexar Co - Fire 21,078 35,130 21,077 7,026 21,077 21,077 ____________ 000-473200 City of Seguin-Fire Contract 30,108 33,453 30,107 22,302 30,107 30,107 ____________ 000-473300 Guadalupe Co-Library 217,152 203,191 217,000 180,960 217,152 220,000 ____________ 000-473400 Randolph AFB-Animal Control 0 0 0 0 0 0 ____________ 000-474200 Library Services-Cibolo 40,030 40,000 40,000 40,000 40,000 40,000 ____________ 000-474210 Library Services-Selma 26,505 25,020 26,000 24,825 24,825 25,000 ____________ 000-474400 Dispatch Service-Cibolo 160,000 83,000 160,000 163,000 163,000 160,000 ____________ XXXXX 14 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-474600 School Crossing Guard-Bexar C 39,171 41,212 36,000 30,172 36,000 36,000 ____________ 000-474610 School Cross Guard-Guadalupe 43,821 47,822 41,000 39,581 46,822 41,000 ____________ 000-474620 School Crossing Guards - Coma 0 1,813 1,900 14,571 14,571 1,900 ____________ 000-474700 School Officer Funding 355,810 363,708 367,514 183,756 367,514 551,268 ____________ 000-474750 Crime Victim Liaison Agreemen 62,500 25,000 50,000 18,750 25,000 25,000 ____________ TOTAL Inter-Jurisdictional 996,174 899,348 990,598 724,943 986,068 1,151,352 Fund Transfers 000-480000 Indirect Costs-EMS 179,100 182,682 212,740 177,283 212,735 216,994 ____________ 000-480100 Indirect Costs-Hotel/Motel 74,428 72,464 74,443 62,036 74,441 69,915 ____________ 000-481000 Transfer In - Reserves 0 0 2,289,008 0 0 446,341 ____________ 000-482050 Transfer In-Equipment Reserve 0 0 0 0 0 0 ____________ 000-482100 Transfer In-Reserves-Ct Tech 0 0 0 0 0 0 ____________ 000-482150 Transfer In-Court Security 0 0 0 0 0 0 ____________ 000-482200 Transfer In-Vehicle Replace 0 0 0 0 0 0 ____________ 000-482300 Transfer In-Resrv Child Safet 0 0 25,000 0 0 0 ____________ 000-485000 Interfund Charges-Drainage-5% 243,112 285,506 308,010 256,675 308,002 320,073 ____________ 000-486000 Interfund Chrges-Admin W&S 1,385,000 1,450,827 1,478,230 1,231,858 1,478,193 1,493,620 ____________ 000-486100 Transfer In 0 0 0 0 0 0 ____________ 000-486106 Transfer In-Special Events 0 0 0 0 0 0 ____________ 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 ____________ 000-486314 Transfer In Hotel/Motel 0 0 0 0 0 0 ____________ 000-486317 Transfer from Park Fund 0 0 0 0 0 0 ____________ 000-486322 Transfer-In-Library Grants 0 0 0 0 0 0 ____________ 000-486402 Transfer from City Wide Projt 0 0 0 0 0 0 ____________ 000-487000 Interfund Charges-Fleet 360,667 397,666 505,509 421,258 505,496 470,050 ____________ 000-488000 Interfund Charges-4B 461,636 504,669 506,984 506,984 506,984 542,221 ____________ 000-489000 Transfer In 0 0 203,706 0 0 0 ____________ 000-489620 Contribution-SEDC 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 2,703,943 2,893,814 5,612,630 2,656,094 3,094,852 3,568,214 Miscellaneous 000-491000 Interest Earned 26,057 7,536 15,000 7,616 10,000 25,000 ____________ 000-491200 Investment Income 251,154 52,592 120,000 65,565 75,000 150,000 ____________ 000-491800 Gain/Loss 0 0 0 0 0 0 ____________ 000-491900 Unrealized Gain/Loss-CapOne 22,942 ( 30,999) 0 ( 57,115) ( 40,000) 0 ____________ 000-492100 Proceeds-Sale of Land 0 0 0 0 0 0 ____________ 000-492500 Proceeds from Capital Lease 0 0 0 0 0 0 ____________ 000-493000 Donations-Others 100 500 0 0 0 0 ____________ 000-493120 Donations-Public Library 2,166 1,798 10,000 1,145 3,000 10,000 ____________ 000-493400 Donations-Animal Control 3,978 2,905 5,000 3,821 5,000 5,000 ____________ 000-493404 Donations-TNR Program 0 0 0 0 0 0 ____________ 000-493460 Donations- Parks 500 0 10,000 0 0 0 ____________ 000-493465 Donations-Senior Center 6,068 1,711 10,000 4,619 5,000 10,000 ____________ 000-493502 Donations-PD 200 450 500 0 0 0 ____________ 000-493503 Donation-Fire Rescue 2,200 800 1,000 0 1,000 1,000 ____________ 000-493504 Donations-PD 100 Club 0 0 0 0 0 0 ____________ 000-493505 Donations-Police Events 0 0 0 0 0 0 ____________ XXXXX 15 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-493618 Donation - Veteran's Memorial 1,350 2,100 1,250 2,630 3,000 1,250 ____________ 000-493700 July 4th Activities 249 27,721 26,000 27,750 27,750 26,000 ____________ 000-493701 Proceeds-Holidazzle 12,320 3,290 12,500 21,600 21,600 12,500 ____________ 000-493703 Schertz Young Leaders 0 0 0 0 0 0 ____________ 000-493704 Moving on Main 100 9,950 4,000 8,700 8,700 4,000 ____________ 000-493706 Music, Movies in the Park 8,000 0 0 8,000 8,000 8,000 ____________ 000-493707 Cornhole League 0 2,260 0 580 0 2,000 ____________ 000-494481 LawEnforcemtOfficersStnd&Educ 5,082 4,489 5,000 4,152 4,152 5,000 ____________ 000-494482 Grants-Police, Fire, Gen Fund 0 541 12,500 0 0 0 ____________ 000-494495 Other Financing-Capital Lease 0 0 0 0 0 0 ____________ 000-494500 Lease Proceeds 0 0 0 0 0 0 ____________ 000-495100 Mobile Stage Rental Fees 1,550 0 0 3,600 3,600 0 ____________ 000-497000 Misc Income-Gen Fund 60,081 176,674 50,000 47,007 40,759 60,000 ____________ 000-497005 Schertz Magazine Advertising 133,575 155,537 140,000 117,993 142,000 145,000 ____________ 000-497006 Misc Income-Kept Deposits 0 0 0 0 0 0 ____________ 000-497007 Misc Income-Schertz Artz 0 0 0 0 0 0 ____________ 000-497100 Misc Income-Police 7,545 15,738 9,000 6,859 9,676 9,000 ____________ 000-497106 Misc Income-Special Events 0 0 0 0 0 0 ____________ 000-497150 Misc Income-Fire Department 0 0 0 0 0 0 ____________ 000-497200 Misc Income-Library 2,236 4,785 3,000 3,282 3,000 3,000 ____________ 000-497210 Misc Income-Library Copier 9,674 9,021 15,000 11,569 14,000 14,000 ____________ 000-497300 Misc Income-Animal Control 224 721 800 330 500 500 ____________ 000-497400 Misc Income-Streets Dept 22,532 13,207 50,000 31,148 40,000 50,000 ____________ 000-497460 Misc Income-Parks 11,037 288 0 75 75 0 ____________ 000-497500 Misc Income-TML Ins. Claims 36,015 62,834 25,000 7,492 12,000 25,000 ____________ 000-497550 Misc Income-TML WC Reimbursmn 11,129 45,649 10,000 50,461 60,000 10,000 ____________ 000-497600 Misc Income-Vending Mach 1,382 800 2,500 965 1,200 1,600 ____________ 000-497610 Misc Income-Muni Court 0 0 0 2 0 0 ____________ 000-498000 Reimbursmnt-Gen Fund 47,542 0 20,000 0 0 20,000 ____________ 000-498100 Reimburmnt Fire-Training 0 0 0 0 0 0 ____________ 000-498105 Reimbursmt Police OT-DEA 30,802 38,501 35,000 22,517 35,000 35,000 ____________ 000-498107 Reimbrsmnt-Police OT-Events 0 0 0 0 0 0 ____________ 000-498110 Reimburmnt Fire-Emg Acti-OT 72,533 88,294 100,000 446,209 594,931 200,000 ____________ 000-498150 Reimbursement - Library 13,509 19,824 13,000 0 9,000 7,000 ____________ 000-498300 Reimburmnt-City Property 0 0 0 0 0 0 ____________ 000-498500 Settlement-Litigation 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 803,832 719,516 706,050 848,573 1,097,943 839,850 ____________ TOTAL REVENUES 34,494,396 37,610,555 41,490,207 36,090,315 41,167,878 44,376,036 =========== =========== =========== =========== =========== ============ ============ XXXXX 16 of 278 DEPARTMENT: 150 CITY COUNCIL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Schertz City Council is made up of eight elected officials. City residents currently elect a Mayor and seven Council members at-large. Mayors Pro Tempore shall be appointed by a majority vote of the City Council following a properly made motion to appoint a member who is both: (a) Eligible to serve as Mayor Pro Tempore; (b) Is, at the time of the motion, a Councilmember in good standing. The Mayor and seven City Council members are paid a modest stipend. The Schertz City Council is the City's legislative body. It sets policies, approves budgets, determines tax rates and passes ordinances and resolutions to govern the City. Council also appoints citizen volunteers to approximately 10 City advisory boards, committees, and commissions; and appoints and supervises the performances of the City Manager, City Secretary, City Attorney, and Municipal Court Judges. ORGANIZATIONAL CHART PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Number of ordinances passed 61 41 43 Number of resolutions passed 131 140 140 Requests for Information 14 11 11 Citizens City Council 17 of 278 CITY COUNCIL Number of Council Meetings 40 40 41 Requests for Agenda Items 7 7 10 Council on the Go Meetings 1 1 1 Council HOA Presidents Meeting 2 1 0 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Meeting Attendance rate 95 95 98 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $37,823 $38,102 $41,750 Supplies 259 750 1,078 City Support Services 45,985 52,500 54,880 Operations Support 86 300 343 Staff Support 19,838 26,500 31,899 Professional Services 2,000 6,000 3,920 Operating Equipment 0 0 0 Total $105,989 $124,152 $133,870 PROGRAM JUSTIFICATION AND ANALYSIS The Proposed FY 2022-23 Budget increases 7.8% from the FY 2021-22 year-end estimates for additional funding for training and travel. 18 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 9 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY COUNCIL ============ Personnel Services 150-511110 Regular 26,714 25,189 25,423 20,418 25,423 28,054 ____________ 150-511240 Allowances 9,659 9,940 9,971 8,172 9,971 10,729 ____________ 150-511310 FICA-Employer 2,699 2,694 2,708 2,198 2,708 2,967 ____________ 150-511500 Workers' Compensation 0 0 0 0 0 0 ____________ TOTAL Personnel Services 39,072 37,823 38,102 30,788 38,102 41,750 Supplies 150-521000 Operating Supplies 312 54 500 137 500 735 ____________ 150-521100 Office Supplies 98 205 250 166 250 343 ____________ TOTAL Supplies 410 259 750 303 750 1,078 City Support Services 150-532350 Software Maintenance 4,500 0 4,500 0 0 0 ____________ 150-532600 City Elections 30,680 39,127 42,000 31,652 42,000 44,100 ____________ 150-532800 Special Events 7,297 6,857 10,500 6,724 10,500 10,780 ____________ TOTAL City Support Services 42,476 45,985 57,000 38,376 52,500 54,880 Utility Services 150-533330 Telephone/Internet 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Operations Support 150-534200 Printing & Binding 212 86 300 188 300 343 ____________ TOTAL Operations Support 212 86 300 188 300 343 Staff Support 150-535100 Uniforms 268 308 400 162 300 392 ____________ 150-535200 Awards 75 1,874 0 0 1,500 1,470 ____________ 150-535300 Memberships 12,028 12,413 13,000 8,118 13,000 12,740 ____________ 150-535400 Publications 57 0 200 139 200 147 ____________ 150-535500 Training/Travel 12,338 5,243 13,500 10,029 11,500 17,150 ____________ TOTAL Staff Support 24,765 19,838 27,100 18,448 26,500 31,899 Professional Services 150-541300 Other Consl/Prof Services 3,950 2,000 6,000 2,150 6,000 3,920 ____________ TOTAL Professional Services 3,950 2,000 6,000 2,150 6,000 3,920 Operating Equipment 150-571000 Furniture & Fixtures 0 0 0 0 0 0 ____________ 150-571300 Computer & Periphe. < $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CITY COUNCIL 110,886 105,989 129,252 90,253 124,152 133,870 XXXXX 19 of 278 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 20 of 278 CITY MANAGER CITY MANAGER 2020-21 2021-22 2022-23 City Manager 1 1 1 Assistant City Manager 2 2 2 Assistant to the City Manager 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 5 5 5 ECONOMIC DEVELOPMENT 2020-21 2021-22 2022-23 Executive Director 1 1 1 Deputy Director 0 1 1 Business Retention Manager 1 1 1 Economic Development Analyst 1 0 0 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $1,232,491 $1,314,229 $1,351,878 Supplies 1,064 1,200 1,470 City Support Services 3,697 2,000 1,960 Professional Services 0 13,641 0 Staff Support 11,502 22,146 24,349 Operating Equipment 1,200 0 0 Capital Outlay 0 44,000 0 Total $1,249,953 $1,397,216 $1,379,657 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 1.3% from the FY 2021-22 year-end estimates. Wages increases are offset by vehicle replacements made in 2021-22 that will not carry forward to 2022-23. 21 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 10 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY MANAGER ============ Personnel Services 151-511110 Regular 859,271 909,335 919,010 777,660 970,225 990,123 ____________ 151-511120 Overtime 1,063 499 240 1,428 2,000 239 ____________ 151-511180 LTD 555 0 0 0 0 0 ____________ 151-511210 Longevity 6,332 6,696 7,461 3,841 3,841 5,354 ____________ 151-511220 Clothing Allowance 0 0 0 0 0 0 ____________ 151-511230 Certification Allowance 0 2,205 1,170 1,675 2,025 1,820 ____________ 151-511240 Allowances 7,200 7,200 6,912 6,092 7,477 6,894 ____________ 151-511310 FICA - Employer 59,328 64,896 70,956 53,846 75,396 76,288 ____________ 151-511350 TMRS-Employer 139,795 151,271 153,086 112,061 157,839 164,576 ____________ 151-511355 ICMA Contributions - Employer 0 0 0 0 0 0 ____________ 151-511410 Health-Employer 79,541 89,103 100,468 74,634 94,075 104,808 ____________ 151-511500 Workers' Compensation 951 1,286 1,460 1,351 1,351 1,776 ____________ TOTAL Personnel Services 1,154,036 1,232,491 1,260,763 1,032,588 1,314,229 1,351,878 Supplies 151-521100 Office Supplies 1,481 1,064 1,607 929 1,200 1,470 ____________ 151-521300 Motor Veh. Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 1,481 1,064 1,607 929 1,200 1,470 City Support Services 151-532800 Special Events 3,809 3,697 2,000 1,328 2,000 1,960 ____________ TOTAL City Support Services 3,809 3,697 2,000 1,328 2,000 1,960 Utility Services 151-533500 Vehicle Fuel 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Operations Support 151-534200 Printing & Binding 0 0 50 0 0 0 ____________ TOTAL Operations Support 0 0 50 0 0 0 Staff Support 151-535100 Uniforms 887 35 775 384 775 760 ____________ 151-535200 Employee Recognition 1,383 755 2,500 1,484 5,000 4,900 ____________ 151-535300 Memberships 2,336 3,182 4,322 3,804 4,000 3,920 ____________ 151-535400 Publications 399 295 500 305 500 490 ____________ 151-535500 Training/Travel 3,053 6,143 14,400 13,018 11,500 11,270 ____________ 151-535510 Meeting Expenses 571 1,091 2,600 963 300 2,940 ____________ 151-535600 Professional Certification 71 0 71 71 71 70 ____________ TOTAL Staff Support 8,700 11,502 25,168 20,030 22,146 24,349 XXXXX 22 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 11 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 151-541300 Other Consl/Prof Services 0 0 13,641 13,641 13,641 0 ____________ TOTAL Professional Services 0 0 13,641 13,641 13,641 0 Operating Equipment 151-571000 Furniture & Fixtures 0 1,200 0 0 0 0 ____________ 151-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ 151-571500 Operating Equipment 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 1,200 0 0 0 0 Capital Outlay 151-581200 Vehicles & Access. Over $5,00 0 0 44,000 0 44,000 0 ____________ TOTAL Capital Outlay 0 0 44,000 0 44,000 0 ________________________________________________________________________________________________________________________________________ TOTAL CITY MANAGER 1,168,026 1,249,953 1,347,229 1,068,515 1,397,216 1,379,657 XXXXX 23 of 278 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 through 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. 24 of 278 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 workstation for clerks and defendants. ORGANIZATIONAL CHART MUNICIPAL COURT 2020-21 2021-22 2022-23 Court Administrator 1 1 1 Senior Deputy Court Clerk 1 1 1 Deputy Court Clerk 2 2 2 TOTAL POSITIONS 4 4 4 City Manager Assistant City Manager Development Finance Billing Office Municipal Court 25 of 278 MUNICIPAL COURT PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Traffic Citations Filed 2,239 3,235 4,235 State Law Citations Filed 1,098 1,001 1,500 Municipal Ordinances Filed 232 218 250 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Cases Disposed 2,454 2,440 2,425 Charges Processed per Clerk 818 813 808 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Cases Disposed per Clerk 33% 33% 33% 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $293,161 $334,459 $329,472 Supplies 1,403 1,100 1,568 City Support Services 472 300 980 Operations Support 302 2,000 1,960 Staff Support 2,777 4,669 7,262 Court Support 0 540 980 Professional Services 43,379 42,000 65,954 Maintenance Services 2,065 1,868 8,526 Operating Equipment 0 3,500 0 Total $343,557 $390,436 $416,702 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increased 6.7% from FY 2021-22 year-end estimates for an increase in the Judge services rates and a projected increase in prosecutor rates. 26 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 12 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ MUNICIPAL COURT =============== Personnel Services 152-511110 Regular 179,388 192,215 198,234 174,229 218,816 210,621 ____________ 152-511120 Overtime 169 210 192 223 250 958 ____________ 152-511180 LTD 139 0 0 0 0 0 ____________ 152-511210 Longevity 7,402 7,978 8,739 8,739 8,739 9,635 ____________ 152-511230 Certification Allowance 485 1,186 1,152 2,056 2,553 2,471 ____________ 152-511310 FICA - Employer 13,039 14,584 15,895 13,451 17,622 17,007 ____________ 152-511350 TMRS-Employer 29,978 32,909 34,070 27,674 36,892 36,595 ____________ 152-511410 Health-Employer 39,532 43,808 47,619 40,341 49,284 51,789 ____________ 152-511500 Workers' Compensation 87 270 327 303 303 396 ____________ TOTAL Personnel Services 270,220 293,161 306,228 267,016 334,459 329,472 Supplies 152-521000.Operating Supplies - CVE 0 0 0 0 0 98 ____________ 152-521100 Office Supplies 1,559 1,403 1,500 806 1,100 1,470 ____________ 152-521300 Motor Vehicle Supplies 0 0 0 0 0 0 ____________ 152-521600 Equip Maint Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 1,559 1,403 1,500 806 1,100 1,568 City Support Services 152-532800 Special Events 741 472 500 234 300 980 ____________ TOTAL City Support Services 741 472 500 234 300 980 Utility Services 152-533500 Vehicle Fuel 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Operations Support 152-534100 Advertising 0 0 0 0 0 0 ____________ 152-534200 Printing & Binding 38 302 2,000 0 2,000 1,960 ____________ TOTAL Operations Support 38 302 2,000 0 2,000 1,960 Staff Support 152-535100 Uniforms 579 489 600 0 600 588 ____________ 152-535300 Memberships 545 655 810 520 590 794 ____________ 152-535400 Publications 0 15 500 353 279 490 ____________ 152-535500 Training/Travel 1,955 978 3,500 1,273 2,000 3,920 ____________ 152-535500.Training/Travel - Juv Case Mg 109 0 0 0 0 0 ____________ 152-535510 Meeting Expenses 977 639 1,500 224 1,200 1,470 ____________ 152-535600 Professional Certification 0 0 0 0 0 0 ____________ TOTAL Staff Support 4,164 2,777 6,910 2,370 4,669 7,262 XXXXX 27 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 13 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Court Support 152-536500 Court/Jury Cost 372 0 3,000 132 540 980 ____________ TOTAL Court Support 372 0 3,000 132 540 980 Professional Services 152-541300 Other Consl/Prof Services 0 0 0 0 0 0 ____________ 152-541310 Judges Services 30,475 27,000 37,000 19,825 27,000 36,260 ____________ 152-541320 Prosecutor Services 15,219 16,298 24,000 9,735 15,000 29,204 ____________ 152-541330 Interpreter Services 0 81 700 0 0 490 ____________ TOTAL Professional Services 45,694 43,379 61,700 29,560 42,000 65,954 Maintenance Services 152-551100 Building Maintenance 0 0 0 0 0 0 ____________ 152-551400 Minor & Other Equip. Maint. 0 0 0 0 0 0 ____________ 152-551800 Other Maintenance Agreements 1,650 2,065 3,000 2,060 1,868 8,526 ____________ TOTAL Maintenance Services 1,650 2,065 3,000 2,060 1,868 8,526 Operating Equipment 152-571000 Furniture & Fixtures 0 0 4,000 1,637 3,500 0 ____________ 152-571200 Vehicles & Access. LESS $5,00 0 0 0 0 0 0 ____________ 152-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ 152-571400 Communication Equip LESS $500 0 0 0 0 0 0 ____________ 152-571800 Equipment Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 4,000 1,637 3,500 0 Capital Outlay 152-581200 Vehicles & Access. OVER $5,00 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MUNICIPAL COURT 324,437 343,557 388,838 303,815 390,436 416,702 XXXXX 28 of 278 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 29 of 278 CUSTOMER RELATIONS/311 CUSTOMER RELATIONS/311 2020-21 2021-22 2022-23 Customer Relations/311 Rep 2 2 2 Customer Relations/311 Rep (PT) 1 1 1 TOTAL POSITIONS 3 3 3 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Work Orders (initiated for other depts.) 519 500 500 Calls Received 22,963 15,000 18,000 Calls Not Answered 3070 1,500 1,700 Average Calls Per Day Received 81 62 73 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $114,658 $124,770 $120,518 Supplies 149 100 123 Staff Support 342 430 421 Operating Equipment 0 0 0 Total $115,148 $125,300 $121,062 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 3.4% from the FY 2021-22 year end estimates with no changes to operation. 30 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 14 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CUSTOMER RELATIONS-311 ====================== Personnel Services 153-511110 Regular 80,642 84,225 84,512 71,965 90,910 86,669 ____________ 153-511120 Overtime 127 379 239 242 225 246 ____________ 153-511180 LTD 47 0 0 0 0 0 ____________ 153-511210 Longevity 1,774 2,038 2,302 2,302 2,302 2,627 ____________ 153-511310 FICA - Employer 6,043 6,545 6,652 5,615 7,140 6,841 ____________ 153-511350 TMRS-Employer 13,200 14,151 14,246 11,109 14,948 14,658 ____________ 153-511410 Health-Employer 7,406 7,203 8,617 7,371 9,118 9,318 ____________ 153-511500 Workers' Compensation 99 117 137 127 127 159 ____________ TOTAL Personnel Services 109,338 114,658 116,705 98,731 124,770 120,518 Supplies 153-521100 Office Supplies 99 149 100 53 100 123 ____________ TOTAL Supplies 99 149 100 53 100 123 Staff Support 153-535100 Uniforms 196 70 180 148 180 176 ____________ 153-535300 Memberships 0 97 0 0 0 0 ____________ 153-535500 Training/Travel 604 175 250 0 250 245 ____________ TOTAL Staff Support 800 342 430 148 430 421 Operating Equipment 153-571000 Furniture & Fixtures 0 0 0 0 0 0 ____________ 153-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ 153-571500 Operating Equipment 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CUSTOMER RELATIONS-311 110,238 115,148 117,235 98,932 125,300 121,062 XXXXX 31 of 278 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 • Continue to assist property owners, developers, and engineers through our development process through timely and thorough project review. • Review and update the Comprehensive Land Plan for the City, which will shape the future of Schertz to meet the desires and goals of the 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. • Implement the Joint Land Use Study Strategies to promote compatibility of land uses and development with the long-range goals of Randolph AFB. • Continue to update the website to provide improved customer service by updating flowcharts, providing information on current residential and commercial developments, providing information guides on how to apply for planning applications, and providing information on public hearing on the city’s webpage. 32 of 278 • Promote staff development including continued education and cross training to provide outstanding customer service. • Continue to digitize previous years case files into the digital records retention system to improve access and availability. • Continue to provide regular updates to the website feature “What’s Developing in Schertz” to ensure residents are provided information on current development projects within the City. ACCOMPLISHMENTS • Implemented new permitting/planning/Code Enforcement software to provide increased customer service, transparency, and efficiency on all development projects. • Received the 2021 Certificate of Achievement for Planning Excellence by the American Planning Association – Texas Chapter which recognizes a commitment to professional planning by City Administration, Elected and Appointed Officials and exemplary professional standards demonstrated by the Planning Department for the eighth year in a row. • Maintained the partnership with Joint Base San Antonio (JBSA). Participated in the JBSA Technical Working Group for their Regional Compatible Use Plan update, to be completed in 2022/2023. • Completed UDC amendments in relation to Article 15 Section 21.15.4 Easements and Utilities, Article 9 Section 21.9.9 Tree Preservation and Mitigation, Article 4 subsection 21.4.5 Post Decision Procedures, Article 8 subsection 21.8.9 in relation to allowing parking surface alternatives for a 6 month period, Article 9 subsection 21.9.10 in relation to Private Park requirements and Article 10 subsection 21.10.2 and 21.10.4 in relation to parking along Main Street and required spaces for mailbox kiosks in residential subdivisions. • Attended various continuing education classes including American Planning Association- Texas Chapter conference, Certified Floodplain Manager training, Tony Korioth Supervisor Academy and Cybersecurity Training. • Completed weekly updates to the website feature, “What’s Developing in Schertz”, to provide information on new residential subdivisions and new commercial sites currently under construction to improve public relations and transparency, while providing useful, accessible information to the public. 33 of 278 ORGANIZATIONAL CHART PLANNING AND ZONING 2020-21 2021-22 2022-23 Senior Planner 2 2 2 Planner I 2 2 2 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Plats 29 32 32 Site Plans and Master Plan 15 18 18 Variances/Waivers 6 5 5 Zone Changes and Specific Use Permits 19 15 15 UDC/ Comp. Plan Revisions 3 5 5 Annexation 2 4 4 All Plats $44,500 $54,000 $54,000 Site Plan, Master Plan $19,000 $23,000 $23,000 Variance $1,500 $2,500 $2,500 Zone Change, Specific Use Permit $34,300 $26,450 $26,450 Other (Zoning Letters and Additional Admin fees) $2,700 $2,550 $2,550 Total Revenue $102,000 $108,500 $108,500 City Manager Assistant City Manager - Development Planning and Community Development Planning & Zoning Inspections Neighborhood Services 34 of 278 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $210,013 $197,545 $338,774 Supplies 807 2,020 1,980 Operations Support 129 248 243 Staff Support 3,174 33,939 34,584 Professional Services 20 400,100 196 Operating Equipment 6,375 1,639 319 Total $220,517 $635,491 $376,095 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreased by 40.8% from the FY 2021-22 year-end estimate. $400,000 for the master plan was originally allocated in the planning department. Because this is a multi-year project, we will be accounting for the funds in the project fund. This decrease will be offset by the addition of 2 new positions, plans examiner and permit technician. 35 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 15 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PLANNING & ZONING ================= Personnel Services 154-511110 Regular 127,131 140,148 184,062 102,375 127,985 224,508 ____________ 154-511120 Overtime 1,365 3,748 4,922 3,839 4,922 5,562 ____________ 154-511180 LTD 92 0 0 0 0 0 ____________ 154-511210 Longevity 1,296 1,055 1,016 926 926 1,198 ____________ 154-511230 Certification Allowance 104 0 0 0 0 0 ____________ 154-511310 FICA - Employer 9,494 10,641 15,220 7,600 10,238 17,688 ____________ 154-511350 TMRS-Employer 20,895 23,698 32,595 14,435 21,433 37,896 ____________ 154-511410 Health-Employer 18,932 30,471 42,648 26,795 31,758 51,520 ____________ 154-511500 Workers' Compensation 162 252 306 283 283 402 ____________ TOTAL Personnel Services 179,471 210,013 280,769 156,253 197,545 338,774 Supplies 154-521000 Operating Supplies 225 89 620 301 620 608 ____________ 154-521100 Office Supplies 530 718 1,200 999 1,200 1,176 ____________ 154-521600 Equip Maint Supplies 0 0 200 0 200 196 ____________ TOTAL Supplies 755 807 2,020 1,300 2,020 1,980 City Support Services 154-532400 Computer Fees & Licenses 0 0 9,000 0 0 0 ____________ TOTAL City Support Services 0 0 9,000 0 0 0 Operations Support 154-534000 Postage 0 0 0 0 0 0 ____________ 154-534100 Advertising 0 0 0 0 0 0 ____________ 154-534200 Printing & Binding 81 129 248 0 248 243 ____________ TOTAL Operations Support 81 129 248 0 248 243 Staff Support 154-535100 Uniforms 150 306 850 300 850 833 ____________ 154-535300 Memberships 1,013 1,128 2,073 1,270 2,073 2,411 ____________ 154-535400 Publications 254 0 500 89 500 490 ____________ 154-535500 Training/Travel Staff ( 297) 790 22,626 0 22,626 23,118 ____________ 154-535500.Training/Travel Commission 794 950 7,390 714 7,390 7,242 ____________ 154-535510 Meeting Expenses 0 0 500 347 500 490 ____________ TOTAL Staff Support 1,914 3,174 33,939 2,719 33,939 34,584 Professional Services 154-541300 Other Consl/Prof Services 0 0 0 0 0 0 ____________ 154-541400 Consulting 0 0 400,000 0 400,000 0 ____________ 154-541500 State/County Admin Fees 36 20 100 50 100 196 ____________ TOTAL Professional Services 36 20 400,100 50 400,100 196 XXXXX 36 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 16 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 154-571000 Furniture & Fixtures 593 6,375 1,639 285 1,639 319 ____________ 154-571200 Office Equipment 0 0 0 0 0 0 ____________ 154-571300 Computer & Periphe. LESS $500 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 593 6,375 1,639 285 1,639 319 Capital Outlay 154-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PLANNING & ZONING 182,850 220,517 727,715 160,608 635,491 376,095 XXXXX 37 of 278 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. 38 of 278 LEGAL SERVICES ORGANIZATIONAL CHART Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Operations Support $8,120 $10,000 $9,800 Professional Services $150,246 $130,000 $127,400 Total $158,366 $140,000 $137,200 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreased 2.0% from the FY 2021-22 year end estimate with no changes to operation. Mayor & City Council Legal Services 39 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 17 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LEGAL SERVICES ============== Operations Support 155-534100 Advertising/Legal Notices 4,342 8,120 10,000 2,494 10,000 9,800 ____________ TOTAL Operations Support 4,342 8,120 10,000 2,494 10,000 9,800 Professional Services 155-541200 Legal Svcs 103,379 150,246 130,000 48,221 130,000 127,400 ____________ TOTAL Professional Services 103,379 150,246 130,000 48,221 130,000 127,400 ________________________________________________________________________________________________________________________________________ TOTAL LEGAL SERVICES 107,722 158,366 140,000 50,714 140,000 137,200 XXXXX 40 of 278 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. 41 of 278 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 2020-21 2021-22 2022-23 City Secretary 1 1 1 Deputy City Secretary 1 1 1 TOTAL POSITIONS 2 2 2 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload Actual Estimated Budget Ordinances Passed and Processed 61 41 40 Resolutions Passed and Processed 131 140 140 Council Meetings Attended 39 40 40 Open Records 571 450 425 2020-21 2021-22 2022-23 Efficiency Actual Estimated Budget Ordinances & Resolutions Executed within 72 hours of Council Meeting 98% 98% 98% Documents completed, signed, scanned within 48 hours of council approval 98% 98% 98% Council meeting minutes transcribed within 48 hours following Council meeting 98% 98% 98% Agendas available to citizens within legally required timeframe - Posted on website 100% 100% 100% Alcohol permits processed within the month of expiration 96% 97% 98% Mayor & City Council City Secretary 42 of 278 CITY SECRETARY 2020-21 2021-22 2022-23 Education Initiatives Actual Estimated Budget Student Mayor/Councilmember for the Day Program 0 1 1 2020-21 2021-22 2022-23 Budget Actual Estimated Budget Personnel $194,552 $218,933 $213,949 Supplies 1,082 1,150 1,127 City Support Services 5,921 10,000 11,760 Operations Support 43 150 147 Staff Support 3,144 4,950 6,591 Operating Equipment 250 0 0 Total $204,993 $235,183 $233,574 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 0.7% from the FY 2021-22 year-end estimate with no changes to operation. 43 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 18 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY SECRETARY ============== Personnel Services 164-511110 Regular 139,068 142,073 143,010 128,946 160,045 154,730 ____________ 164-511180 LTD 95 0 0 0 0 0 ____________ 164-511210 Longevity 1,804 2,125 2,072 2,072 2,072 2,336 ____________ 164-511230 Certification Allowance 0 0 600 0 0 0 ____________ 164-511310 FICA - Employer 10,069 10,810 11,092 9,837 12,402 12,008 ____________ 164-511350 TMRS-Employer 22,526 23,546 23,754 19,523 25,963 25,727 ____________ 164-511410 Health-Employer 19,391 15,806 17,353 14,777 18,240 18,868 ____________ 164-511500 Workers' Compensation 148 193 228 211 211 280 ____________ TOTAL Personnel Services 193,102 194,552 198,109 175,366 218,933 213,949 Supplies 164-521100 Office Supplies 910 1,082 1,600 778 1,150 1,127 ____________ TOTAL Supplies 910 1,082 1,600 778 1,150 1,127 City Support Services 164-532700 Records Management 7,213 5,921 9,400 3,523 10,000 11,760 ____________ TOTAL City Support Services 7,213 5,921 9,400 3,523 10,000 11,760 Operations Support 164-534100 Advertising 0 0 0 0 0 0 ____________ 164-534200 Printing & Binding 0 43 150 139 150 147 ____________ TOTAL Operations Support 0 43 150 139 150 147 Staff Support 164-535100 Uniforms 0 0 100 0 100 98 ____________ 164-535300 Memberships 370 722 750 713 750 1,005 ____________ 164-535400 Publications 901 476 600 464 600 588 ____________ 164-535500 Training/Travel 3,962 1,945 4,550 1,473 3,500 4,900 ____________ TOTAL Staff Support 5,232 3,144 6,000 2,650 4,950 6,591 Maintenance Services 164-551800 Other Maintenance Agreements 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Operating Equipment 164-571000 Furniture & Fixtures 0 250 1,000 0 0 0 ____________ TOTAL Operating Equipment 0 250 1,000 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CITY SECRETARY 206,457 204,993 216,259 182,456 235,183 233,574 XXXXX 44 of 278 DEPARTMENT: 167 NON-DEPARTMENTAL FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION This department accounts for expenses and payments that are not specific to an individual function/department. Items in this department include city insurance, appraisal district contracts, contingency, and the emergency medical services contract. 2020-21 2021-22 2022-23 Budget Actual Estimated Budget City Support Services Utility Services $779,549 7,123 $565,000 0 $949,620 0 Operations Support 141,919 123,000 126,420 City Assistance 1,406,900 1,324,233 1,367,604 Professional Services 100,288 98,025 113,803 Fund Charges/Transfers 122 27,979 27,757 Land Purchase 7,450 0 0 Total $2,443,351 $2,138,237 $2,585,203 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 20.9% from the FY 2021-22 year-end estimate due to a projected 10.8% increase on commercial insurance rates and setting general contingency and personnel contingency to $186,200 each. 45 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 19 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NONDEPARTMENTAL =============== City Support Services 167-532200 County Appraisal District 240,279 228,143 245,000 184,697 245,000 240,100 ____________ 167-532210 Tax Assessor/Collector-Sevice 0 0 0 0 0 0 ____________ 167-532500 City Insurance-Commercial 243,251 260,108 265,000 310,747 320,000 337,120 ____________ 167-532900 Contingencies 3,494 291,297 108,411 14,740 0 186,200 ____________ 167-532901 Contingencies-Personnel 0 0 190,500 0 0 186,200 ____________ TOTAL City Support Services 487,024 779,549 808,911 510,184 565,000 949,620 Utility Services 167-533200 Electric Utility Services 0 7,123 0 0 0 0 ____________ TOTAL Utility Services 0 7,123 0 0 0 0 Operations Support 167-534000 Postage 8,096 6,841 8,000 5,994 8,000 8,820 ____________ 167-534300 Equipment Maint - Copiers 106,910 113,791 110,000 97,904 110,000 112,700 ____________ 167-534500 Memberships - Organizations 8,900 0 0 0 0 0 ____________ 167-534810 Electronic Filing Services 386 21,286 22,000 1,110 5,000 4,900 ____________ 167-534999 Misc. Expense 70,086 0 0 0 0 0 ____________ TOTAL Operations Support 194,378 141,919 140,000 105,008 123,000 126,420 Staff Support 167-535500 Training/Travel 0 0 0 0 0 0 ____________ 167-535510 Meeting Expenses 0 0 0 0 0 0 ____________ TOTAL Staff Support 0 0 0 0 0 0 City Assistance 167-537100 Medical Services-EMS Contract 602,583 667,049 695,645 695,644 695,645 711,004 ____________ 167-537200 Main Street Local Program 88,588 118,115 50,000 37,196 50,000 49,000 ____________ 167-537450 Tax Reimbursements/Abatements 1,223,379 621,736 570,000 578,588 578,588 607,600 ____________ TOTAL City Assistance 1,914,550 1,406,900 1,315,645 1,311,428 1,324,233 1,367,604 Professional Services 167-541400 Auditor/Accounting Service 0 0 0 0 0 0 ____________ 167-541500 State/County Admin Fees 0 126 125 35 125 123 ____________ 167-541600 Misc Bank Charges 746 971 750 823 900 980 ____________ 167-541650 Investment Management Fee 0 0 0 0 0 0 ____________ 167-541800 Credit Card Service Fee 69,943 94,440 85,000 50,407 85,000 98,000 ____________ 167-541810 Credit Cards Fees - AMEX 2,886 4,751 2,900 16,247 12,000 14,700 ____________ TOTAL Professional Services 73,575 100,288 88,775 67,512 98,025 113,803 XXXXX 46 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 20 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fund Charges/Transfers 167-548000 Transfer Out 0 ( 1,516) 0 0 0 0 ____________ 167-548106 Transfer Out- Special Events 205 ( 1,472) 0 0 0 0 ____________ 167-548204 Transfer Out - Drainage 0 0 17,229 0 17,229 17,222 ____________ 167-548401 Transfer Out - Bond Fund 0 0 0 0 0 0 ____________ 167-548615 Transfer Out - Hist. Committe 169 3,109 10,750 0 10,750 10,535 ____________ 167-548700 Bad Debt Expense 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 374 122 27,979 0 27,979 27,757 Operating Equipment 167-571500 Operating Equipment 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 Capital Outlay 167-581010 Land Purchase 0 7,450 0 0 0 0 ____________ 167-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 7,450 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NONDEPARTMENTAL 2,669,901 2,443,351 2,381,310 1,994,132 2,138,237 2,585,203 XXXXX 47 of 278 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 regional 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. 48 of 278 PUBLIC AFFAIRS ORGANIZATIONAL CHART PUBLIC AFFAIRS 2020-21 2021-22 2022-23 Public Affairs Director 1 1 1 Communications Manager 1 1 1 Marketing and Communications Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Measures Actual Estimate Budget Press Releases/News Flash/City Headlines 65 70 70 Marketing Materials Produced 82 150 125 Completed website work orders 68 70 70 Number of customers served (advertisers) 42 45 45 Number of Magazines Printed 190,000 191,400 192,000 City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities 49 of 278 PUBLIC AFFAIRS 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Percentage of Magazine Contracted 50% 50% 50% Average cost per Advertising Run outside of the magazine 200 200 200 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Schertz Magazine Ad revenue 155,537 142,000 145,000 City Sponsored/Non-revenue Percentage open rate for e-newsletter 30% 40% 45% Percentage click rate for e-newsletter 3% 3% 5% 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $313,029 $352,636 $348,144 Supplies 1,663 1,100 1,078 City Support Services 0 1,000 490 Operations Support 39,119 40,755 48,172 Staff Support 3,163 3,926 7,840 Professional Services 246,818 263,900 256,760 Operating Equipment 0 600 0 Total $603,792 $663,917 $662,484 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 0.2% from the FY 2021-22 year end estimate with no changes to operation. 50 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 21 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PUBLIC AFFAIRS ============== Personnel Services 170-511110 Regular 212,791 222,760 227,341 198,539 249,138 241,050 ____________ 170-511120 Overtime 247 206 1,010 488 500 1,035 ____________ 170-511180 LTD 149 0 0 0 0 0 ____________ 170-511210 Longevity 3,808 4,336 5,290 4,990 4,990 5,597 ____________ 170-511230 Certification Allowance 650 0 1,248 0 0 0 ____________ 170-511310 FICA - Employer 15,738 16,938 17,953 15,095 19,479 18,929 ____________ 170-511350 TMRS-Employer 34,775 37,119 38,446 30,387 40,779 40,556 ____________ 170-511410 Health-Employer 28,640 31,365 33,825 30,248 37,410 40,538 ____________ 170-511500 Workers' Compensation 228 305 368 340 340 439 ____________ TOTAL Personnel Services 297,026 313,029 325,481 280,088 352,636 348,144 Supplies 170-521000 Operating Supplies 146 973 400 305 400 392 ____________ 170-521010 Operating Supplies-Events 0 0 0 0 0 0 ____________ 170-521100 Office Supplies 418 689 700 502 700 686 ____________ TOTAL Supplies 564 1,663 1,100 807 1,100 1,078 City Support Services 170-532700 Records Management 0 0 0 0 0 0 ____________ 170-532800 Other Events 990 0 1,000 528 1,000 490 ____________ TOTAL City Support Services 990 0 1,000 528 1,000 490 Operations Support 170-534000 Postage 6,784 17,219 18,800 9,152 12,000 14,700 ____________ 170-534100 Advertising 6,549 7,604 8,300 3,862 8,300 8,428 ____________ 170-534200 Printing & Binding 13,633 13,801 19,715 13,384 20,000 24,500 ____________ 170-534500 Memberships - Organizations 255 255 340 255 255 270 ____________ 170-534550 Business Meetings/Networking 144 240 280 160 200 274 ____________ TOTAL Operations Support 27,366 39,119 47,435 26,813 40,755 48,172 Staff Support 170-535100 Uniforms 76 197 240 82 200 196 ____________ 170-535300 Memberships 0 0 0 0 0 0 ____________ 170-535400 Publications 88 0 200 60 50 49 ____________ 170-535500 Training/Travel 2,278 2,734 10,330 2,970 3,500 7,350 ____________ 170-535510 Meeting Expenses 341 232 350 176 176 245 ____________ 170-535600 Professional Certification 0 0 0 0 0 0 ____________ TOTAL Staff Support 2,782 3,163 11,120 3,288 3,926 7,840 XXXXX 51 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 22 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 170-541300 Other/Consl/Prof Services 14,620 24,076 32,500 25,667 24,900 16,660 ____________ 170-541305 Prof Services-Writers/Photogr 6,360 11,714 10,000 7,948 10,000 9,800 ____________ 170-541350 Magazine-Printing Services 90,962 94,369 114,000 91,065 114,000 117,600 ____________ 170-541355 Design Services 63,304 62,208 65,000 57,024 65,000 63,700 ____________ 170-541360 Magazine-Postage 52,383 54,451 50,000 38,208 50,000 49,000 ____________ 170-541365 Delivery Services 750 0 0 0 0 0 ____________ TOTAL Professional Services 228,379 246,818 271,500 219,912 263,900 256,760 Operating Equipment 170-571000 Furniture & Fixtures 0 0 150 0 0 0 ____________ 170-571300 Computer & Perriph under $500 0 0 0 0 0 0 ____________ 170-571310 Computer Software 0 0 0 0 0 0 ____________ 170-571500 Operating Equipment 0 0 700 0 600 0 ____________ TOTAL Operating Equipment 0 0 850 0 600 0 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC AFFAIRS 557,109 603,792 658,486 531,436 663,917 662,484 XXXXX 52 of 278 DEPARTMENT: 173 ENGINEERING FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Engineering Department serves as technical advisor to the City Manager, City Council, Executive Staff, and other City departments. Engineering collaborates with Public Works, Planning and Community Development, Economic Development, Parks and Recreation, and other departments, citizens, developers, and other governmental agencies in order to effectively plan and implement infrastructure improvement and development for the organized growth of the City. Engineering works with Public Works and Finance to development and implement the City's Capital Improvement Programs for water, wastewater, streets, and drainage. That responsibility includes the development and maintenance of infrastructure master plans; the prioritization of projects; the 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. 53 of 278 ENGINEERING ORGANIZATIONAL CHART ENGINEERING 2020-21 2021-22 2022-23 City Engineer 1 1 1 Engineer 3 3 4 Senior Graduate Engineer 1 1 1 Graduate Engineer 1 1 1 Engineering Inspector 2 2 3 TOTAL POSITIONS 8 8 10 ACCOMPLISHMENTS AND GOALS FY 2021-2022 Accomplishments • Along with other Departments, successfully managed the following Capital Improvement Projects (in various stages of completion): • Corbett Ground Storage Tank • Aviation Heights Water Main Replacements Phases 5-7 • Ware Seguin to Lower Seguin and Greytown to Pfeil Loop Lines • Woman Hollering Creek Wastewater Trunk Main and Lift Station • Riata Lift Station Relocation • Crest Oak Sewer Line Upsize • FM 1518 Utility Relocations • 2018 Street Preservation and Maintenance Projects (including remedial efforts) • Trail and Bike Lane Project (technical support and contract administration for Parks) • Elbel Drainage and Resurfacing and Westchester Signalization • 2020 Street Preservation Resurfacing and Rehabilitation Projects • TriCounty Parkway Reconstruction • East Live Oak to IH 35 Tank 24” Dedicated Transmission Main • Update of Water and Wastewater Master Plans and updated Impact Fee Ordinance City Manager Assistant City Manager Development Engineering 54 of 278 ENGINEERING • Update of Lift Station Design Guide • Update of Public Works Design Guide • Update of Pavement Condition Index and Roadway System Assessment • Permit Application and Implementation of Municipal Separate Storm Sewer (MS4) Program • Maintained strategic partnership with Texas Department of Transportation FY 2021-2022 Goals • Continue improvement and update of standard construction details, technical specifications, and design guidelines • Continue support of development and implementation of comprehensive Capital Improvement Program including water, wastewater, drainage, and roadway projects • Complete Water and Wastewater Master Plans and implement updated Impact Fee ordinance • Provide efficient, clear review of construction plans and other development submittals • Continue promotion of efficacy of TSAC activities and actions • Continue successful partnership with TxDOT PERFORMANCE INDICATORS Workload/Output Measures 2020-21 Actual 2021-22 Estimate 2022-23 Budget Capital Improvement Projects (number active) 17 20 20 Capital Improvement Projects dollar value $4.8 million $11.5 million $12.0 million Nonresidential and Subdivision-Wide Grading and Clearing Permits Issued* 51 35 15 Single Family Nonresidential Grading and Clearing Permits Issued* - 120 300 Grading and Clearing Permits Active (Average Monthly Concurrent Maximum)* 53 120 140 Grading and Clearing Permits Active (Concurrent Maximum)* 64 125 150 Grading and Clearing Permits Issued – acreage 505 510 500 Number of Non-Construction Plan Reviews (includes master plans, plats, site plans, etc.) 39 65 60 55 of 278 ENGINEERING Residential Subdivision Construction – number of projects (completed projects) 4 6 8 Residential Subdivision Construction – dollar value of public improvements (completed projects) $6.0 million $13.0 million $13.5 million Commercial Subdivision Construction – number of projects (completed projects) 2 6 2 Commercial Subdivision Construction – dollar value of public improvements (completed projects) $4.1 million $2.0 million $2.0 million * Numbers appear inconsistent due to transition to new process for issuance of Grading and Clearing Permits for single family residential projects with mid-year implementation of CityView software. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel $824,117 $882,324 $1,078,273 Supplies 979 2,250 1,715 City Support Services 0 1,265 0 Utility Services 5,212 5,500 7,938 Operations Support 93 150 147 Staff Support 6,084 13,810 15,651 Professional Services 34,465 53,115 49,000 Operating Equipment (788) 1,000 11,122 Capital Outlay 0 0 100,000 Total $870,162 $959,414 $1,263,846 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Engineering Budget increased 31.7% from the FY 2021-22 year end estimate for two new positions, inspector and engineer, and vehicle replacements. 56 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 23 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ENGINEERING =========== Personnel Services 173-511110 Regular 441,514 578,498 608,934 499,526 631,110 760,547 ____________ 173-511120 Overtime 210 349 500 422 500 750 ____________ 173-511180 LTD 318 0 0 0 0 0 ____________ 173-511210 Longevity 6,246 7,483 8,532 6,114 6,114 7,421 ____________ 173-511230 Certification Allowance 2,377 2,066 3,288 2,539 2,377 2,873 ____________ 173-511310 FICA - Employer 31,334 43,131 47,498 37,617 48,968 59,000 ____________ 173-511350 TMRS-Employer 72,013 98,700 101,718 75,006 102,512 126,407 ____________ 173-511410 Health-Employer 72,666 90,849 96,514 70,030 87,407 118,229 ____________ 173-511500 Workers' Compensation 2,228 3,041 3,606 3,336 3,336 3,046 ____________ TOTAL Personnel Services 628,907 824,117 870,590 694,590 882,324 1,078,273 Supplies 173-521000 Operating Supplies 260 315 500 154 500 490 ____________ 173-521100 Office Supplies 877 575 2,000 340 1,500 980 ____________ 173-521300 Motor Vehicle Supplies 37 89 250 21 250 245 ____________ TOTAL Supplies 1,173 979 2,750 516 2,250 1,715 City Support Services 173-532400 Computer Fees & Licenses 432 0 1,265 1,265 1,265 0 ____________ TOTAL City Support Services 432 0 1,265 1,265 1,265 0 Utility Services 173-533330 Telephone/Internet 2,044 0 0 0 0 0 ____________ 173-533500 Vehicle Fuel 4,259 5,212 5,500 3,962 5,500 7,938 ____________ TOTAL Utility Services 6,302 5,212 5,500 3,962 5,500 7,938 Operations Support 173-534000 Postage 0 0 50 31 50 49 ____________ 173-534200 Printing & Binding 31 93 100 31 100 98 ____________ TOTAL Operations Support 31 93 150 62 150 147 Staff Support 173-535100 Uniforms 1,153 1,339 4,630 435 4,630 4,047 ____________ 173-535300 Memberships 1,207 1,880 2,550 1,660 2,550 2,499 ____________ 173-535400 Publications 310 109 500 0 500 490 ____________ 173-535500 Training/Travel 1,538 2,230 7,235 2,105 5,000 7,350 ____________ 173-535510 Meeting Expenses 541 294 480 167 480 627 ____________ 173-535600 Professional Certification 231 231 650 495 650 637 ____________ TOTAL Staff Support 4,981 6,084 16,045 4,862 13,810 15,651 XXXXX 57 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 24 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 173-541100 Engineering Services 8,000 19,075 21,934 9,293 13,115 0 ____________ 173-541300 Other Professional Services 7,791 15,390 40,000 9,350 40,000 49,000 ____________ 173-541500 Surveying Service 0 0 0 0 0 0 ____________ 173-541650 Misc Expenses 0 0 0 0 0 0 ____________ TOTAL Professional Services 15,791 34,465 61,934 18,643 53,115 49,000 Operating Equipment 173-571000 Furniture & Fixtures 285 387 900 119 500 5,632 ____________ 173-571300 Computer & Periphe. < $5000 1,470 ( 1,175) 500 0 500 5,490 ____________ TOTAL Operating Equipment 1,755 ( 788) 1,400 119 1,000 11,122 Capital Outlay 173-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 100,000 ____________ TOTAL Capital Outlay 0 0 0 0 0 100,000 ________________________________________________________________________________________________________________________________________ TOTAL ENGINEERING 659,370 870,162 959,634 724,019 959,414 1,263,846 XXXXX 58 of 278 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. 59 of 278 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 60 of 278 POLICE POLICE 2020-21 2021-22 2022-23 Chief of Police 1 1 1 Assistant Chief of Police 1 1 1 Captain 1 1 1 Lieutenants 4 4 4 Sergeants 7 7 7 Corporals 14 13 14 Officers 36 37 40 Administrative Assistant 2 2 2 Records Manager 1 1 1 Records Clerk 2 2 3 Civilian Evidence Technician 1 2 2 Crime Victim Liaison 1 1 1 Animal Services Manager 1 1 1 Animal Services Officer 4 4 4 Animal Services Kennel Tech 3 3 4 Communications Manager 1 1 1 Communications Shift Supervisor 4 4 4 Communications Officer 12 12 12 P/T Communications Officer (Irregular) 3 3 3 Crossing Guards (Part Time) 16 16 16 TOTAL POSITIONS 120 116 122 LAW ENFORCEMENT COMMISSIONS 2020-21 2021-22 2022-23 Fire Dept. Law Enforcement Commission 1 1 1 TOTAL COMMISSIONS 1 1 1 61 of 278 POLICE PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Dispatch-911 Calls 26,492 29,072 31,929 Patrol-Citations/Warnings Issued 6,575 10,768 11,845 Inv-Criminal Cases Filed w/ Prosecutor 106 75 110 Inv-Cases Investigated per Investigator 155 160 175 Inv-Total Cases Cleared 110 155 170 Records-Total Active Alarm Permits 133 166 200 Records-Open Records Requests 1,667 1,571 1,780 Crime Victim Liaison-Assigned Cases 40 200 225 2020-21 2021-22 2022-23 Workload/Output Marshals Division Actual Estimate Budget Marshals Warrants Issued 2095 1650 2100 Warrants Cleared 1448 1625 1800 Animal Services 1070 925 1025 Animals Taken In 329 325 325 Adoptions 284 300 300 Return to Owner 152 110 215 Transferred Out 91 75 80 Wildlife Release 93 55 85 Euthanized 62 of 278 POLICE Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $8,793,001 $9,290,452 $9,599,285 Supplies 81,817 106,862 110,150 City Support Services 32,422 34,000 33,810 Utility Services 142,160 199,516 302,232 Operations Support 11,714 30,271 16,836 Staff Support 185,170 162,864 267,954 City Assistance 49,923 57,589 65,170 Professional Services 58,082 82,544 79,309 Maintenance Services 63,918 74,575 78,405 Rental/Leasing 0 0 0 Operating Equipment 292,746 151,303 408,115 Capital Outlay 244,451 521,537 678,300 Total $9,955,402 $10,911,513 $11,639,567 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 6.7% from the FY 2021-22 year-end estimates for four new positions. Two school resource officers, a traffic officer, and a records management specialist. In addition to new personnel, the police department will be adding additional funding for body armor. 63 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 26 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ POLICE ====== Personnel Services 256-511110 Regular 3,850,341 5,797,035 5,802,519 4,832,731 6,032,895 6,141,427 ____________ 256-511120 Overtime 271,725 253,306 229,719 432,595 600,000 308,986 ____________ 256-511180 LTD 3,497 0 0 0 0 0 ____________ 256-511210 Longevity 110,398 108,667 113,900 110,263 113,900 109,633 ____________ 256-511220 Clothing Allowance 64,078 71,870 71,635 55,400 66,560 63,333 ____________ 256-511230 Certification Allowance 45,407 46,778 56,189 37,628 44,746 108,791 ____________ 256-511310 FICA - Employer 385,589 475,446 468,561 397,466 509,345 501,874 ____________ 256-511350 TMRS-Employer 843,649 1,043,504 1,011,718 793,878 1,066,295 1,085,487 ____________ 256-511410 Health-Employer 696,388 940,831 994,993 809,456 997,978 1,161,243 ____________ 256-511500 Workers' Compensation 38,662 55,564 63,481 58,733 58,733 118,511 ____________ TOTAL Personnel Services 6,309,734 8,793,001 8,812,715 7,528,149 9,490,452 9,599,285 Supplies 256-521000 Operating Supplies 40,977 44,995 41,143 25,708 51,593 52,796 ____________ 256-521100 Office Supplies 6,102 7,009 7,500 4,151 6,969 7,350 ____________ 256-521150 Child Safety Supplies 2,835 2,497 5,245 0 5,000 3,112 ____________ 256-521200 Medical/Chem Supplies 308 18,258 28,510 18,149 26,148 27,636 ____________ 256-521300 Motor Veh. Supplies 17,290 9,058 17,160 17,152 17,152 19,257 ____________ 256-521600 Equip Maint Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 67,512 81,817 99,558 65,161 106,862 110,150 City Support Services 256-532500 City Insurance-Commercial 26,401 32,422 26,500 33,970 34,000 33,810 ____________ TOTAL City Support Services 26,401 32,422 26,500 33,970 34,000 33,810 Utility Services 256-533200 Electric Utility Service 571 24,460 29,400 23,004 28,827 28,812 ____________ 256-533300 Telephone 0 0 0 0 0 0 ____________ 256-533310 Telephone/Cell Phone 5,936 0 0 0 0 0 ____________ 256-533330 Telephone/Internet 0 0 0 0 0 0 ____________ 256-533410 Water Utility Service 0 6,026 15,000 4,744 12,784 14,700 ____________ 256-533500 Vehicle Fuel 77,402 111,674 148,800 126,141 157,905 258,720 ____________ TOTAL Utility Services 83,909 142,160 193,200 153,889 199,516 302,232 Operations Support 256-534100 Advertising 1,654 400 2,650 31 2,650 4,410 ____________ 256-534200 Printing & Binding 3,889 5,109 7,666 2,805 7,621 7,526 ____________ 256-534800 Temp Staff Services 0 6,205 17,000 12,832 20,000 4,900 ____________ TOTAL Operations Support 5,543 11,714 27,316 15,668 30,271 16,836 XXXXX 64 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 27 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 256-535100 Uniforms 35,923 63,056 80,378 34,882 59,839 87,465 ____________ 256-535200 Awards 3,046 14 6,250 0 3,250 0 ____________ 256-535210 Employee Recognition-Morale 4,625 4,023 5,900 2,167 5,262 9,114 ____________ 256-535300 Memberships 2,876 2,824 3,525 2,115 3,290 3,528 ____________ 256-535400 Publications 74 264 490 390 390 260 ____________ 256-535500 Training/Travel 46,736 110,132 94,477 90,178 87,477 163,667 ____________ 256-535500.T-Class Training 0 0 0 0 0 0 ____________ 256-535510 Meeting Expenses 1,311 4,857 3,550 1,606 3,356 3,920 ____________ TOTAL Staff Support 94,590 185,170 194,570 131,338 162,864 267,954 City Assistance 256-537100 Medical Services 1,278 42,247 55,800 46,229 47,310 55,272 ____________ 256-537500 Citizen's Police Academy 0 0 0 0 0 0 ____________ 256-537800 Community Outreach 8,676 7,676 10,500 6,669 10,279 9,898 ____________ TOTAL City Assistance 9,954 49,923 66,300 52,898 57,589 65,170 Professional Services 256-541300 Prof Services/Consulting 68,118 54,244 74,186 45,162 73,245 70,700 ____________ 256-541310 Contract Service - Crematory 0 513 1,300 819 684 980 ____________ 256-541700 Microchip Service 0 3,325 3,780 3,325 8,615 7,629 ____________ TOTAL Professional Services 68,118 58,082 79,266 49,306 82,544 79,309 Fund Charges/Transfers 256-548404 Transfer Out- Capital Project 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Maintenance Services 256-551100 Building Maintenance 0 0 0 0 0 0 ____________ 256-551400 Minor & Other Equip Maint 2,542 1,315 4,500 3,080 4,004 4,900 ____________ 256-551700 Abatement/Lot Cleaning 8,943 10,828 5,000 872 4,872 4,900 ____________ 256-551800 Other Maintenance Agreements 5,280 0 825 775 775 809 ____________ 256-551810 Maintenance Agr. - Radios 46,410 51,775 66,980 33,775 64,925 67,796 ____________ TOTAL Maintenance Services 63,176 63,918 77,305 38,502 74,575 78,405 Debt Service 256-555900 Debt Service 0 0 0 0 0 0 ____________ TOTAL Debt Service 0 0 0 0 0 0 Rental/Leasing 256-561200 Lease/Purchase Payments 44,544 0 0 0 0 0 ____________ TOTAL Rental/Leasing 44,544 0 0 0 0 0 XXXXX 65 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 28 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 256-571000 Furniture & Fixtures 6,014 5,728 13,585 11,717 13,000 13,693 ____________ 256-571200 Vehicles & Access. LESS $5,00 176,783 137,761 135,660 105,418 97,789 248,200 ____________ 256-571300 Computer & Periphe. < $5000 67,147 29,327 15,260 13,008 15,000 19,541 ____________ 256-571310 Computer Software 0 0 0 0 0 0 ____________ 256-571600 Donation-Expense 125 552 0 0 0 0 ____________ 256-571800 Equipment under $5,000 47,040 118,568 29,183 18,428 23,514 121,782 ____________ 256-571800.Operating Equipment CVE 0 810 3,000 460 2,000 4,900 ____________ TOTAL Operating Equipment 297,109 292,746 196,688 149,031 151,303 408,115 Capital Outlay 256-581200 Vehicles & Access. Over $5,00 324,804 158,300 374,392 293,253 360,650 417,000 ____________ 256-581300 Computer & Periphe. > $5,000 0 0 24,961 18,144 38,144 12,900 ____________ 256-581600 Donation-Capital 0 0 0 0 0 0 ____________ 256-581700 Improvements Over $5,000 0 0 0 0 0 0 ____________ 256-581800 Equipment Over $5,000 208,765 86,151 122,745 34,486 122,743 248,400 ____________ TOTAL Capital Outlay 533,569 244,451 522,098 345,882 521,537 678,300 ________________________________________________________________________________________________________________________________________ TOTAL POLICE 7,604,159 9,955,402 10,295,516 8,563,793 10,911,513 11,639,567 XXXXX 66 of 278 DEPARTMENT: 257 FIRE RESCUE FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION The Schertz Fire Rescue Department is a paid career department that responds to all fire and emergency service calls in the City of Schertz, the contracted areas of Guadalupe and Bexar Counties, and through mutual aid, the surrounding cities. All department members are certified as structural firefighters and emergency medical technicians through the Texas Commission on Fire Protection and the Texas Department of State Health Services, respectively. Schertz firefighters are highly trained with many holding advanced firefighter, medical, and multi-discipline specialized certifications. Schertz Fire Rescue has an active public education/fire prevention program that conducts code review and enforcement within the city. Fire and arson investigation services are maintained within the department. GOALS AND OBJECTIVES • Deliver comprehensive safety services of the highest quality. o Respond to 90% of City within 5 minutes from time of dispatch. o Pre-fire plan all commercial occupancies in the city once per year, and extra hazard occupancies twice per year. • Support and maintain a safe, healthy, well trained, and high performing work force. o Improve training opportunities and encourage involvement in specialized operations. o Build upon area-wide technical rescue, hazardous materials, and wildland strike teams. • Provide high quality medical first responder service as part of an integrated emergency medical service. o Encourage advanced medical training and certifications. o Support emergency medical operations through interdepartmental cooperation. • Become the community resource for life safety knowledge and information regarding Schertz Fire Rescue. o Semi-Annual inspects all schools and nursing homes. o Encourage public speaking for all firefighters. o Maintain safe construction and occupancy within the city through code enforcement. • Attract and maintain a qualified and diverse workforce. 67 of 278 FIRE RESCUE o Encourage diverse applicants through career fairs and public education. o Continue to apply for staffing grants through Department of Homeland Security. ORGANIZATIONAL CHART FIRE RESCUE 2020-21 2021-22 2022-23 Fire Chief 1 1 1 Assistant Chief 1 1 1 Emergency Management Coordinator 1 1 1 Fire Marshal 1 1 1 Deputy Fire Marshal 1 1 1 Inspector 0 0 1 Battalion Chief 4 4 4 Lieutenant 9 9 9 Fire Apparatus Operator 9 9 9 Firefighter 18 18 21 Administrative Assistant 1 1 1 TOTAL POSITIONS 46 46 50 City Manager Assistant City Manager Operations Fire Rescue 68 of 278 FIRE RESCUE PERFORMANCE INDICATORS Input 2020-21 Actual 2021-22 Estimate 2022-23 Budget Number of Commercial Occupancies 1030 1050 1065 Total staffing 46 46 46 Suppression staffing 39 39 39 Prevention staffing 2 2 2 Support staffing (command/training/admin) 5 5 5 Number of fire stations 3 3 3 Number of full-time engine companies 3 3 3 Workload/Output 2020-21 actual 2021-22 Estimate 2022-23 Budget Number of incidents 4516 4848 4950 Unit Responses (# calls for all units responding to all emergencies) 5700 6178 6300 Buildings preplan contacts Community Contact (citizen contact) 10000 10656 11500 Fire Inspections Conducted 450 350 430 Plan Reviews Completed 260 340 350 Training Hours Provided 6144 5320 7500 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Average Drive Time (Minutes) 5.70 5.70 5.65 % Drive Time < 5 Minutes 30% 31% 31% % of Buildings Preplanned 100% 100% 100% % Prevention Contacts 29% 29% 29% Inspections per Inspector 262/233 100/250 150/300 Training Hours/Employee 205 220 235 69 of 278 FIRE RESCUE Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $5,703,001 $6,581,806 $6,410,107 Supplies $11,647 $25,975 $23,084 City Support Services $86,881 $124,170 $145,040 Utility Services 0 0 0 Operations Support $375 $4,500 $4,436 Staff Support $174,585 $204,690 $195,241 City Assistance $21,575 $25,000 $24,694 Professional Services $73,052 $63,600 $62,328 Maintenance Services $53,861 $81,000 $83,868 Other Costs $6,895 $50,000 $9,800 Rental/Leasing $0 $39,745 $26,460 Operating Equipment $341,500 $119,000 $101,920 Capital Outlay $86,409 $473,637 $230,000 Total $6,559,780 $7,793,123 $7,316,978 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 6.1% from the FY 2021-22 year-end estimate. A fire inspector position and 3 new firefighter positions will be offset by less vehicle replacements/purchases and fewer state deployments. 70 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 29 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FIRE RESCUE =========== Personnel Services 257-511110 Regular 2,660,168 3,739,439 3,595,049 3,410,849 4,294,855 3,996,365 ____________ 257-511120 Overtime 245,103 341,523 268,674 451,472 425,000 420,793 ____________ 257-511180 LTD 2,149 0 0 0 0 0 ____________ 257-511210 Longevity 65,678 74,217 74,460 70,980 80,000 79,121 ____________ 257-511220 Clothing Allowance 13,800 13,356 13,478 11,520 13,478 14,340 ____________ 257-511230 Certification Allowance 38,035 19,705 47,597 17,225 21,290 59,298 ____________ 257-511310 FICA - Employer 255,633 308,626 304,702 288,171 369,849 347,780 ____________ 257-511350 TMRS-Employer 583,915 678,380 652,521 590,462 774,265 745,114 ____________ 257-511410 Health-Employer 446,229 496,330 543,697 461,225 569,300 651,601 ____________ 257-511500 Workers' Compensation 21,768 31,424 36,499 33,769 33,769 95,695 ____________ TOTAL Personnel Services 4,332,478 5,703,001 5,536,677 5,335,672 6,581,806 6,410,107 Supplies 257-521000 Operating Supplies 4,342 6,943 10,375 5,522 10,375 6,860 ____________ 257-521100 Office Supplies 3,179 1,739 3,400 1,335 3,400 3,332 ____________ 257-521200 Medical/Chem Supplies 9,046 2,447 10,955 4,412 10,000 10,736 ____________ 257-521300 Motor Veh. Supplies 469 349 1,000 124 1,000 980 ____________ 257-521600 Equip Maint Supplies 627 168 1,200 1,004 1,200 1,176 ____________ TOTAL Supplies 17,662 11,647 26,930 12,399 25,975 23,084 City Support Services 257-532350 Software Maintenance 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Utility Services 257-533100 Gas Utility Service 5,513 5,553 7,000 4,582 7,500 6,860 ____________ 257-533200 Electric Utility Service 20,846 24,659 25,000 18,887 23,000 24,500 ____________ 257-533320 Telephone/Air Cards 0 2,778 0 494 470 5,880 ____________ 257-533330 Telephone/Internet 0 556 0 4,038 5,200 0 ____________ 257-533410 Water Utility Service 20,173 8,943 10,000 6,544 8,000 9,800 ____________ 257-533500 Vehicle Fuel 30,183 44,393 38,000 53,252 80,000 98,000 ____________ TOTAL Utility Services 76,715 86,881 80,000 87,797 124,170 145,040 Operations Support 257-534100 Advertising 0 0 0 0 0 0 ____________ 257-534200 Printing & Binding 770 375 4,527 2,290 4,500 4,436 ____________ TOTAL Operations Support 770 375 4,527 2,290 4,500 4,436 XXXXX 71 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 30 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 257-535100 Uniforms 84,987 88,976 108,772 61,344 108,700 100,181 ____________ 257-535210 Employee Recognition-Morale 4,561 4,035 5,700 5,619 5,190 4,606 ____________ 257-535300 Memberships 3,307 1,750 3,800 1,396 3,800 3,724 ____________ 257-535400 Publications 1,472 1,969 2,500 2,966 3,000 2,450 ____________ 257-535500 Training/Travel 69,897 66,845 75,000 55,841 75,000 73,500 ____________ 257-535510 Meeting Expenses 2,783 3,475 3,000 2,040 3,000 2,940 ____________ 257-535600 Professional Certification 7,493 7,535 8,000 2,534 6,000 7,840 ____________ TOTAL Staff Support 174,502 174,585 206,772 131,741 204,690 195,241 City Assistance 257-537800 Community Outreach 23,618 21,575 25,198 7,397 25,000 24,694 ____________ TOTAL City Assistance 23,618 21,575 25,198 7,397 25,000 24,694 Professional Services 257-541300 Other Professional Services 61,221 73,052 63,600 40,189 63,600 62,328 ____________ 257-541500 Fire Class Instructors 0 0 0 0 0 0 ____________ TOTAL Professional Services 61,221 73,052 63,600 40,189 63,600 62,328 Fund Charges/Transfers 257-548404 Transfer Out- Capital Project 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Maintenance Services 257-551400 Minor & Other Equip Maint 882 ( 457) 1,500 0 1,000 1,470 ____________ 257-551800 Other maintenance agreement 19,393 27,234 40,000 38,614 40,000 39,200 ____________ 257-551810 Maintenance Agr. - Radios 13,440 12,320 15,000 8,120 15,000 18,698 ____________ 257-551900 Construction 6,408 14,764 25,000 371 25,000 24,500 ____________ TOTAL Maintenance Services 40,123 53,861 81,500 47,105 81,000 83,868 Other Costs 257-554100 Deployment-Reimb-STRAC 0 0 0 0 0 0 ____________ 257-554200 Deployment-Reimb-TIFMAS 16,321 6,895 10,000 54,349 50,000 9,800 ____________ TOTAL Other Costs 16,321 6,895 10,000 54,349 50,000 9,800 Debt Service 257-555900 Debt Service 0 0 0 0 0 0 ____________ TOTAL Debt Service 0 0 0 0 0 0 Rental/Leasing 257-561200 Lease/Purchase Payments 8,990 0 39,025 38,745 39,745 26,460 ____________ TOTAL Rental/Leasing 8,990 0 39,025 38,745 39,745 26,460 XXXXX 72 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 31 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operating Equipment 257-571000 Furniture & Fixtures 15,050 15,861 12,000 5,443 12,000 7,840 ____________ 257-571200 Vehicles & Access. LESS $5,00 55,242 76,281 11,000 555 11,000 9,800 ____________ 257-571300 Computer & Periphe. < $5000 18,923 15,961 8,000 4,059 8,000 7,840 ____________ 257-571310 Computer Software 7,167 11,894 8,000 108 7,000 7,840 ____________ 257-571400 Communication Equip LESS $500 43,315 158,950 10,000 8,539 10,000 9,800 ____________ 257-571600 Police/Fire/Medical Equipment 39,021 49,371 55,000 15,544 55,000 53,900 ____________ 257-571800 Equipment under $5,000 9,089 13,182 16,000 373 16,000 4,900 ____________ TOTAL Operating Equipment 187,806 341,500 120,000 34,621 119,000 101,920 Capital Outlay 257-581200 Vehicles & Access. Over $5,00 79,649 35,924 405,137 29,006 405,137 93,000 ____________ 257-581400 Communication Equip Over $500 0 163 50,000 0 50,000 55,000 ____________ 257-581600 Donation-Expense 21,798 457 1,000 ( 625) 1,000 1,000 ____________ 257-581800 Equipment Over $5,000 14,957 49,865 17,500 0 17,500 81,000 ____________ 257-581800.Other Equipment-SR2003 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 116,405 86,409 473,637 28,381 473,637 230,000 ________________________________________________________________________________________________________________________________________ TOTAL FIRE RESCUE 5,056,610 6,559,780 6,667,866 5,820,686 7,793,123 7,316,978 XXXXX 73 of 278 DEPARTMENT: PLANNING AND COMMUNITY DEVELOPMENT DIVISION: 258 BUILDING INSPECTIONS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Building Inspections Division assists customers seeking permits and inspections for various residential and commercial construction projects. The Division is responsible for maintaining health, safety, and welfare through professional review of building plans, permits and performing inspections to ensure consistency of the City’s adopted building codes and ordinances. Staff works closely with citizens, contractors, builders, developers, and other City Departments to assist in creating an attractive and safe community. GOALS AND OBJECTIVES • Strive to provide superior customer service through courteous and professional relationships with the community. • Continue to train counter staff to interpret building code regulations with the goal to successfully guide customers through the permit and inspection process. • Promote and educate contractors and citizens on the newly implemented CityView software which has streamlined the process and provides transparency on construction projects. • Continue to make website improvements to help educated the public on the permitting process, inspection process and online payment process. • Continue to provide a high level of professional services to the varied stakeholders served, including builders, developers, landowners, neighborhood groups, business owners, appointed officials and Council members, and citizens of the community. • Promote continuous staff development and cross training to improve efficiency and customer service by increasing the technical knowledge of staff. • Continue to expand efforts for community education of Building Safety through the City of Schertz Building Safety Month activities. 74 of 278 INSPECTIONS ACCOMPLISHMENTS • Successfully implemented CityView a new permitting/planning/Code Enforcement software which has improved the service to customers, transparency, and efficiency on all development projects. • Focus on training opportunities for staff. Staff attended various continuing education classes virtually related to building code regulations, the Master Exam Prep Class for Plumbing, Coaching and Teambuilding Skills for Managers and Supervisors, ADA Accessibility Training, various webinars for inspector training, and training. • Updated the website with the implementation of the CityView software related to permits, inspections, code complaints, and items related to construction projects. • Continued the yearly program to raise awareness for Building Safety Month which included safety tips on the city social media site and an article in the Schertz Magazine. • Implemented the new CityView customer portal which is a one location for to improve communication contractors and citizens and provide that one stop for submitting permits, make payments, request online inspections for customers. • Continued to provide flexibility in meeting types by offering in-person or virtual meetings through Microsoft Teams to continue daily business with contractors and developers. • Increased the use of the Residential Video Inspection Program which allows residents, contractors, and the city inspectors the ability to conduct virtual inspections on certain building projects. 75 of 278 INSPECTIONS ORGANIZATIONAL CHART INSPECTIONS 2020-21 2021-22 2022-23 Dir. of Planning & Comm. Dev. 1 1 1 Administrative Assistant 1 1 1 Chief Building Official 1 1 1 Plans Examiner 1 1 2 Building Inspector 3 5 5 Permit Technician 2 2 3 Development Specialists 0 1 1 TOTAL POSITIONS 9 12 14 City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections 76 of 278 INSPECTIONS PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget New Residential Construction 286 240 250 New Commercial Construction 15 30 30 Reroof Permits 302 400 400 Accessory/Temporary Building Permits 39 50 50 Deck/Patio Permits 105 100 100 Sign Permits 96 75 75 Other Permits 1701 1700 1700 Mechanical Permits 688 680 680 Electric Permits 700 750 750 Plumbing Permits 1122 1300 1,300 Total Permit/License/Fee Revenue $1,960,572 $2,696,862 $2,696,862 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Standard Inspections (i.e. framing) and Re-Inspections 12,538 12,000 12,000 77 of 278 INSPECTIONS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $884,169 $967,417 $1,091,750 Supplies $2,548 $5,100 $4,998 Utility Services $5,659 $8,400 $8,232 Operations Support $176 $850 $833 Staff Support $20,210 $41,506 $45,497 Professional Services $32,988 $70,000 $68,600 Operating Equipment $1,202 $650 $7,637 Capital Outlay $27,381 0 $43,750 Total $974,332 $1,093,923 $1,271,297 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 16.2% from the FY 2021-22 year-end estimate for a new Plans Examiner position, computer equipment, and a vehicle replacement. 78 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 32 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ INSPECTIONS =========== Personnel Services 258-511110 Regular 584,720 609,349 644,618 530,102 655,190 735,923 ____________ 258-511120 Overtime 7,943 6,418 15,666 10,463 15,666 12,179 ____________ 258-511180 LTD 438 0 0 0 0 0 ____________ 258-511210 Longevity 13,073 11,506 11,025 11,692 11,692 11,710 ____________ 258-511230 Certification Allowance 300 1,781 288 2,275 2,700 2,116 ____________ 258-511310 FICA - Employer 43,092 46,519 51,343 40,672 53,422 58,249 ____________ 258-511350 TMRS-Employer 96,045 101,286 109,952 81,513 109,743 124,798 ____________ 258-511410 Health-Employer 90,583 105,488 126,884 94,711 116,989 144,722 ____________ 258-511500 Workers' Compensation 1,335 1,822 2,178 2,015 2,015 2,053 ____________ TOTAL Personnel Services 837,530 884,169 961,954 773,444 967,417 1,091,750 Supplies 258-521000 Operating Supplies 532 569 1,300 422 1,300 1,274 ____________ 258-521100 Office Supplies 808 1,034 2,400 229 2,400 2,352 ____________ 258-521300 Motor Vehicle Supplies 175 322 900 217 900 882 ____________ 258-521600 Equip Maint Supplies 0 623 500 0 500 490 ____________ TOTAL Supplies 1,516 2,548 5,100 868 5,100 4,998 City Support Services 258-532400 Computer Fees & Licenses 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Utility Services 258-533310 Telephone/Cell Phones 0 0 0 0 0 0 ____________ 258-533330 Telephone/Internet 0 0 0 0 0 0 ____________ 258-533500 Vehicle Fuel 4,285 5,659 8,400 4,704 8,400 8,232 ____________ TOTAL Utility Services 4,285 5,659 8,400 4,704 8,400 8,232 Operations Support 258-534100 Advertising 0 0 0 0 0 0 ____________ 258-534200 Printing & Binding 155 176 850 31 850 833 ____________ TOTAL Operations Support 155 176 850 31 850 833 Staff Support 258-535100 Uniforms 4,195 5,279 8,900 1,717 8,900 8,722 ____________ 258-535300 Memberships 408 285 705 115 765 750 ____________ 258-535400 Publications 93 2,225 2,400 1,182 2,400 2,352 ____________ 258-535500 Training/Travel Staff 9,444 7,965 23,341 5,081 23,341 26,935 ____________ 258-535500.Training/Travel B.O.A. 0 0 0 0 0 0 ____________ 258-535510 Meeting Expenses 430 799 1,900 1,326 1,900 1,862 ____________ 258-535600 Professional Certification 1,586 3,657 4,200 1,080 4,200 4,876 ____________ TOTAL Staff Support 16,155 20,210 41,446 10,501 41,506 45,497 XXXXX 79 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 33 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 258-541300 Other Consl/Prof Services 42,475 32,988 70,000 54,500 70,000 68,600 ____________ TOTAL Professional Services 42,475 32,988 70,000 54,500 70,000 68,600 Operating Equipment 258-571000 Furniture & Fixtures 1,079 1,202 650 571 650 4,637 ____________ 258-571200 Vehicles&Access. LESS $5,000 0 0 0 0 0 0 ____________ 258-571300 Computer & Periphe. < $5,000 0 0 0 0 0 3,000 ____________ 258-571800 Equipment Less $5000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 1,079 1,202 650 571 650 7,637 Capital Outlay 258-581200 Vehicles & Access. Over $5,00 0 27,381 0 0 0 43,750 ____________ 258-581250 Vehicle Replacement Reserve 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 27,381 0 0 0 43,750 ________________________________________________________________________________________________________________________________________ TOTAL INSPECTIONS 903,194 974,332 1,088,400 844,619 1,093,923 1,271,297 XXXXX 80 of 278 DEPARTMENT: PLANNING AND COMMUNITY DEVELOPMENT DIVISION: 259 Neighborhood Services FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Neighborhood Services Division works with the community to engage, educate, protect and promote the health, safety and keep Schertz a beautiful place to live. The Division is committed to providing outstanding service in order to help revitalize and enhance the community by performing inspections and providing services to create a sense of community and by promoting regular maintenance on residential and commercial properties. Environmental Health focuses on inspection services to promote public health and uses health safety best practices to ensure compliance with state and local health codes to include, but not limited to, food establishments, all public and semi-public aquatic facilities, and responds to complaints and concerns. GOALS AND OBJECTIVES • Foster resident pride in their neighborhood and create a sense of community. • Encourage and improve property maintenance in residential and commercial areas. • Seek to engage residents to change how residents see code enforcement. • Work hand-in-hand with community stakeholders to increase and maintain a high quality of life and feeling of safety. • Build programs and seek interdepartmental assistance to support the community. • Start a volunteer program to assist with residential property maintenance, creek clean up, etc. • Seek grants to support community programs such as add to community tool shed, tire disposal, and more. 81 of 278 NEIGHBORHOOD SERVICES ACCOMPLISHMENTS • Successfully worked with the Love Where You Live volunteers to help residents and remediate code violations. • Created an awareness video on Mosquito prevention “Fight the Bite”. • Work with Public Affairs to brand the Division and post programs and regulations on social media including high grass and weed information, tree regulations, and junk and debris regulations. • Attended HOA meetings to help foster relationships with neighborhood residents. • Implemented a community tool shed to lend equipment to residents. • Successfully worked with Utility companies to get cable lines buried in easements behind homes in multiple neighborhoods. • Collaborate with the Parks Department on events to ensure the health and safety of food vendors and • Attend a variety of events to promote Neighborhood Services. ORGANIZATIONAL CHART Neighborhood Services 2020-21 2021-22 2022-23 Manager 1 1 1 Code Enforcement Officers 3 3 4 Sanitarian 1 1 1 TOTAL POSITIONS 5 5 6 City Manager Assistant City Manager Planning & Community Development Planning & Zoning Inspections Neighborhood Services 82 of 278 NEIGHBORHOOD SERVICES PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Code Enforcement cases 2,822 3,002 3,500 Other permit (food/foster/pool) 215 225 Health Inspections 265 275 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $0 $341,309 $374,203 Supplies 0 3,994 8,914 Utility Services 0 10,000 8,624 Operations Support 0 3,419 3,351 Staff Support 0 23,393 26,561 Professional Services 0 2,500 2,450 Maintenance Services 0 15,000 14,700 Operating Equipment 0 1,325 319 Capital Outlay 0 0 76,000 Total $0 $400,940 $515,121 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 28.5% from the FY 2021-22 year end with the addition of a neighborhood services officer position, the addition of the Cibolo creek clean-up program, and vehicle replacements. 83 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 34 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NEIGHBORHOOD SERVICES ===================== Personnel Services 259-511110 Regular 0 0 225,346 191,644 241,011 255,371 ____________ 259-511120 Overtime 0 0 4,664 2,224 4,664 6,910 ____________ 259-511180 LTD 0 0 0 0 0 0 ____________ 259-511210 Longevity 0 0 2,721 1,480 1,480 1,886 ____________ 259-511220 Clothing Allowance 0 0 3,506 1,469 1,469 0 ____________ 259-511230 Certification Allowance 0 0 1,090 1,650 2,025 1,445 ____________ 259-511310 FICA - Employer 0 0 18,026 14,645 19,175 20,280 ____________ 259-511350 TMRS-Employer 0 0 38,880 32,229 40,141 43,450 ____________ 259-511410 Health-Employer 0 0 16,645 23,928 30,034 43,891 ____________ 259-511500 Worker' Compensation 0 0 1,416 1,310 1,310 970 ____________ TOTAL Personnel Services 0 0 312,294 270,578 341,309 374,203 Supplies 259-521000 Operating Supplies 0 0 1,044 545 1,044 6,023 ____________ 259-521100 Office Supplies 0 0 1,000 516 1,000 980 ____________ 259-521300 Motor Vehicle Supplies 0 0 1,725 431 1,200 1,176 ____________ 259-521600 Equip Maint Supplies 0 0 2,155 151 750 735 ____________ TOTAL Supplies 0 0 5,924 1,644 3,994 8,914 Utility Services 259-533500 Vehicle Fuel 0 0 12,595 3,563 10,000 8,624 ____________ TOTAL Utility Services 0 0 12,595 3,563 10,000 8,624 Operations Support 259-534200 Printing & Binding 0 0 3,419 31 3,419 3,351 ____________ TOTAL Operations Support 0 0 3,419 31 3,419 3,351 Staff Support 259-535100 Uniforms 0 0 6,100 1,698 6,100 6,076 ____________ 259-535300 Memberships 0 0 450 75 450 441 ____________ 259-535400 Publications 0 0 1,190 0 1,190 980 ____________ 259-535500 Training/Travel 0 0 13,550 2,406 13,550 16,219 ____________ 259-535510 Meeting Expenses 0 0 1,200 194 200 980 ____________ 259-535600 Professional Certification 0 0 1,903 235 1,903 1,865 ____________ TOTAL Staff Support 0 0 24,393 4,607 23,393 26,561 Professional Services 259-541300 Other Consl/Prof Services 0 0 2,500 0 2,500 2,450 ____________ TOTAL Professional Services 0 0 2,500 0 2,500 2,450 XXXXX 84 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 35 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 259-551700 Abatement/Lot Cleaning 0 0 15,000 6,675 15,000 14,700 ____________ 259-551810 Maintenance Agr. - Radios 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 15,000 6,675 15,000 14,700 Operating Equipment 259-571000 Furniture & Fixtures < $5,000 0 0 325 285 325 319 ____________ 259-571200 Vehicles & Access. > $5,000 0 0 0 0 0 0 ____________ 259-571300 Computer & Periphe. < $5,000 0 0 0 0 0 0 ____________ 259-571800 Equipment Less $5,000 0 0 1,000 874 1,000 0 ____________ TOTAL Operating Equipment 0 0 1,325 1,159 1,325 319 Capital Outlay 259-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 76,000 ____________ 259-581300 Computer & Periphe. Over $500 0 0 0 0 0 0 ____________ 259-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 76,000 ________________________________________________________________________________________________________________________________________ TOTAL NEIGHBORHOOD SERVICES 0 0 377,450 288,257 400,940 515,121 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC SAFETY 13,563,963 17,489,515 18,429,232 15,517,355 20,199,499 20,742,963 XXXXX 85 of 278 DEPARTMENT: PUBLIC WORKS DIVISION: 359 STREETS FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Street Division provides high quality service in design, construction, and renovation of streets to provide safe and efficient movement of people and goods through a well-designed, operated, and maintained transportation network. As part of the Streets division’s focus to offer the highest level of customer service while being stewards of tax dollars, the division evaluates affordability and efficiency options for providing street maintenance service, including a weekly chipping service. GOALS AND OBJECTIVES • Apply preventative maintenance strategies to extend the life of City streets and reduce unscheduled maintenance. • Plan, design, construct, operate, and maintain traffic functions, traffic control devices, street resurfacing and rehabilitation, streetlights, street signs, street sweeping, and crosswalk signals. • Emphasize safety to reduce preventable accidents. • Provide traffic counts and speed information on specific streets as requested. • Design and prepare street maintenance plans, pothole patching, and sidewalk repair/construction. 86 of 278 PUBLIC WORKS-STREETS ORGANIZATIONAL CHART STREETS 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Streets/Drainage Manager 1 1 1 Street Superintendent 1 1 1 Street Supervisor 1 1 1 Street Worker II 5 5 5 Street Worker I 7 7 7 TOTAL POSITIONS 15 15 15 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Street Sweeping hours 2173 3752 3900 Number of signs produced 1207 2110 2520 Quantity of asphalt purchased (tons) 482 2050 2050 Special projects (Hours) 1433 2100 2250 Street centerline miles 165 172 180 87 of 278 PUBLIC WORKS-STREETS Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Annual cost to operate street sweepers (operators and fuel) 120,500 125,000 135,000 Cost per ton of asphalt 45 65 75 Approved daily budget expenditures for operation 5,583 8,165 9,630 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Hours spent on roadway maintenance 3788 8037 6000 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $815,232 $1,012,792 $1,107,287 Supplies 100,222 157,950 178,850 City Support 133 6,000 5,880 Utility Services 188,189 195,000 196,000 Staff Support 18,944 22,200 22,050 Professional Services 12,495 16,000 30,380 Maintenance Services 213,778 485,500 725,790 Rental/Leasing 2,612 5,000 4,900 Operating Equipment 30,581 6,000 6,370 Capital Outlay 31,623 160,975 310,000 Total $1,413,809 $2,067,417 $2,587,507 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 25.2% from the FY 2021-22 year-end estimate. FY 2022-23 budget includes an additional $250,000 for Street Preservation and Maintenance (SPAM), an emulsion tank, and a replacement skid steer. 88 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 36 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ STREETS ======= Personnel Services 359-511110 Regular 491,757 513,176 640,785 523,261 655,150 712,687 ____________ 359-511120 Overtime 8,099 15,870 18,240 14,539 15,000 18,192 ____________ 359-511180 LTD 389 0 0 0 0 0 ____________ 359-511210 Longevity 16,786 12,628 18,074 18,070 17,823 18,628 ____________ 359-511220 Clothing Allowance 0 0 0 0 0 0 ____________ 359-511230 Certification Allowance 1,685 1,985 4,656 2,539 3,116 2,873 ____________ 359-511310 FICA - Employer 37,636 40,486 50,805 41,689 52,868 56,290 ____________ 359-511350 TMRS-Employer 82,680 90,140 109,409 82,850 110,678 123,059 ____________ 359-511410 Health-Employer 97,233 119,622 154,187 110,437 134,616 152,310 ____________ 359-511500 Workers' Compensation 15,678 21,325 25,444 23,541 23,541 23,248 ____________ TOTAL Personnel Services 751,943 815,232 1,021,600 816,926 1,012,792 1,107,287 Supplies 359-521000 Operating Supplies 2,323 3,791 3,750 2,139 3,750 3,675 ____________ 359-521050 Operating Supplies-Sign 37,663 27,714 49,450 29,640 60,000 58,800 ____________ 359-521052 Operating Supplies-Dept Sign 0 0 10,000 3,448 10,000 9,800 ____________ 359-521055 Operating Supplies-StreetMain 58,311 65,470 69,625 39,471 80,000 88,200 ____________ 359-521100 Office Supplies 398 179 950 214 400 3,675 ____________ 359-521200 Medical/Chem Supplies 625 1,980 2,000 1,637 2,000 4,900 ____________ 359-521300 Motor Veh. Supplies 1,657 1,087 3,700 2,557 1,800 9,800 ____________ TOTAL Supplies 100,976 100,222 139,475 79,107 157,950 178,850 City Support Services 359-532800 EMPLOYEE APPRECIATION EVENTS 2,478 133 6,000 1,794 6,000 5,880 ____________ TOTAL City Support Services 2,478 133 6,000 1,794 6,000 5,880 Utility Services 359-533200 Electric Utility Service 148,268 149,738 140,000 123,564 150,000 137,200 ____________ 359-533210 Utilities - Poles 0 0 0 0 0 0 ____________ 359-533410 Water Utility Service 562 144 600 0 0 0 ____________ 359-533500 Vehicle Fuel 30,504 38,307 52,000 39,899 45,000 58,800 ____________ TOTAL Utility Services 179,334 188,189 192,600 163,463 195,000 196,000 Operations Support 359-534000 Postage 0 0 0 0 0 0 ____________ 359-534200 Printing & Binding 0 0 0 0 0 0 ____________ 359-534300 Copy Services 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 XXXXX 89 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 37 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 359-535100 Uniforms 14,355 12,447 14,500 7,315 14,500 14,210 ____________ 359-535200 Awards 0 0 0 0 0 0 ____________ 359-535300 Memberships 0 0 0 0 0 0 ____________ 359-535500 Training/Travel 1,187 5,279 10,720 7,406 6,500 7,840 ____________ 359-535510 Meeting Expenses 541 1,141 700 234 1,200 0 ____________ 359-535600 Professional Certification 0 77 0 0 0 0 ____________ TOTAL Staff Support 16,083 18,944 25,920 14,954 22,200 22,050 City Assistance 359-537100 Medical Services 0 0 0 0 0 0 ____________ TOTAL City Assistance 0 0 0 0 0 0 Professional Services 359-541310 Contractual Services 9,765 12,495 58,600 7,536 16,000 30,380 ____________ TOTAL Professional Services 9,765 12,495 58,600 7,536 16,000 30,380 Maintenance Services 359-551100 Building Maintenance 0 0 0 0 500 0 ____________ 359-551300 Computer Maintenance 0 0 0 0 0 0 ____________ 359-551400 Minor & Other Equip Maint 0 316 500 0 0 490 ____________ 359-551600 Outsourced Street Maintenance 151,779 213,462 297,000 233,935 400,000 642,000 ____________ 359-551650 Sidewalk Maintenance 0 0 86,000 10,872 85,000 83,300 ____________ TOTAL Maintenance Services 151,779 213,778 383,500 244,807 485,500 725,790 Debt Service 359-555900 Debt Service 0 0 0 0 0 0 ____________ TOTAL Debt Service 0 0 0 0 0 0 Rental/Leasing 359-561100 Rental-Equipment 1,900 2,612 5,000 4,285 5,000 4,900 ____________ 359-561200 Lease/Purchase Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 1,900 2,612 5,000 4,285 5,000 4,900 Operating Equipment 359-571000 Furniture & Fixtures 240 236 200 112 2,000 1,470 ____________ 359-571200 Vehicles & Access under $5,00 0 1,190 0 0 0 0 ____________ 359-571750 Street Crossing Minor Imprvmn 55,194 22,517 41,000 0 0 0 ____________ 359-571800 Equipment under $5,000 1,201 6,638 4,000 4,764 4,000 4,900 ____________ TOTAL Operating Equipment 56,635 30,581 45,200 4,876 6,000 6,370 XXXXX 90 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 38 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 359-581200 Vehicles & Access. Over $5,00 250,025 31,623 0 0 0 51,250 ____________ 359-581750 Street Crossing Improvements 506 0 0 0 0 0 ____________ 359-581800 Equipment Over $5,000 0 0 160,075 101,917 160,975 258,750 ____________ TOTAL Capital Outlay 250,531 31,623 160,075 101,917 160,975 310,000 ________________________________________________________________________________________________________________________________________ TOTAL STREETS 1,521,424 1,413,809 2,037,970 1,439,665 2,067,417 2,587,507 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 1,521,424 1,413,809 2,037,970 1,439,665 2,067,417 2,587,507 XXXXX 91 of 278 DEPARTMENT: 460 PARKS, RECREATION AND COMMUNITY SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Parks, Recreation, and Community Services department oversees the maintenance and management of approximately 438 acres of park land, to include the maintenance of municipal facilities, creek ways, swimming pools, park irrigation systems, trails, restrooms, pavilions, open space, playground equipment, benches, picnic tables, lighting, mowing contracts oversight, campus formal bed maintenance contracts, and oversight of athletic field maintenance by sports associations (Buffalo Valley Youth Association and Schertz Youth Soccer Alliance). It conducts community-wide tree planting and beautification programs. Acquires, designs, constructs, and renovates existing and additional park land and facilities. It provides citizen input and communication venues utilizing the Parks and Recreation Advisory Board, community surveys, and community meetings. It plans and implements over 50 special events, recreation programs, and parades. The Director of Parks, Recreation, and Community Services oversees the budgets for Parks, Swimming Pools, Tree Mitigation, Parkland Dedication, and the Special Events Fund. In addition, the Director oversees and manages the 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. 92 of 278 PARKS, RECREATION AND COMMUNITY SERVICES • Continue to expand our internal, recreation services program through our Music & Movies in the Park series, restructuring of our established special events, and introduction of more adult-oriented sports opportunities. • Continue to expand our nature park educational opportunities through more organized, structured site tours and programming accomplished through partnerships with the Friends of Crescent Bend Nature Park, members of the local birding community, and the local school district (SCUCISD). ORGANIZATIONAL CHART PARKS, RECREATION & COMMUNITY SERVICES 2020-21 2021-22 2022-23 Director of Parks, Recreation & Community Services 1 1 1 Administrative Assistant 1 1 1 Recreation Coordinator 0 0 1 Parks Manager 1 1 1 Park Maintenance Crew Supervisor 1 1 1 Park Maintenance Technician I 5 5 8 Park Worker I, Part Time 1 1 1 Seasonal Park Workers 1 1 1 Recreation Manager 1 1 1 Events Specialist 1 1 1 TOTAL POSITIONS 13 13 17 City Manager Assistant City Manager Development Parks, Recreation, and Community Services Pools 93 of 278 PARKS, RECREATION AND COMMUNITY SERVICES PERFORMANCE INDICATORS Workload/Outputs 2020-21 Actual 2021-22 Estimate 2022-23 Budget Total Acres of Park Land Managed 425.31 438.97 438.97 Total Acres of City Campuses Managed 36.03 36.03 36.03 Total Acres of Land Managed Per FTE 76.89 79.17 79.17 Total Miles of Trails Managed 25 25 25.6 Special Events, Programs & Parades 50 50 50 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Acres of Contractual Mowing 119.40 123.09 123.09 Acres of Athletic Association Maintenance 70.02 70.02 70.02 Hours of Volunteer Service 800 500 500 Hours of Athletic Association Service 1,200 1,200 1,200 Effectiveness 2020-21 actual 2021-22 Estimate 2022-23 Budget Cost Benefit for Athletic Association Field Maintenance $550,000 $550,000 $550,000 Cost Benefit for Volunteer Hours $12,000 $7,500 $7,500 Special Events Attendance 15,000 25,000 25,000 Youth Sports Registrations (BVYA & SYSA) 3,800 1,900 3,800 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $669,997 $729,822 $975,812 Supplies 122,154 113,148 83,643 City Support Services 153,879 141,749 156,800 Utility Services 260,988 256,000 250,880 Operations Support 1,049 2,000 1,960 Staff Support 15,958 19,670 19,277 Professional Services 146,145 147,946 194,987 Maintenance Services 76,649 14,000 13,720 Rental/Leasing 10,038 10,000 9,800 Operating Equipment 52,345 65,000 63,700 Capital Outlay 152,667 280,997 347,497 Total $1,661,869 $1,780,332 $2,118,076 94 of 278 PARKS, RECREATION AND COMMUNITY SERVICES PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 19.0% from the FY 2021-22 year-end estimate for a two new Parks maintenance technician positions, a recreation coordinator position, additional funding for contract mowing and vehicle and equipment replacements. 95 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 39 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKS ===== Personnel Services 460-511110 Regular 402,157 440,047 498,671 394,513 484,401 632,489 ____________ 460-511120 Overtime 13,716 19,562 18,245 19,671 20,000 26,866 ____________ 460-511180 LTD 237 0 0 0 0 0 ____________ 460-511210 Longevity 3,157 3,208 4,156 5,140 5,140 2,318 ____________ 460-511230 Certification Allowance 1,319 4,337 9,069 5,233 6,335 4,740 ____________ 460-511310 FICA - Employer 30,038 34,462 40,543 31,493 39,465 50,973 ____________ 460-511350 TMRS-Employer 65,428 74,854 84,482 63,265 82,618 106,803 ____________ 460-511410 Health-Employer 71,605 88,767 97,967 72,968 86,463 143,450 ____________ 460-511500 Workers' Compensation 3,428 4,760 5,837 5,400 5,400 8,173 ____________ TOTAL Personnel Services 591,086 669,997 758,970 597,684 729,822 975,812 Supplies 460-521000 Operating Supplies 33,624 34,029 32,750 26,286 32,750 32,095 ____________ 460-521100 Office Supplies 1,617 2,038 1,500 1,840 1,500 1,470 ____________ 460-521200 Medical/Chem Supplies 2,819 3,254 4,100 4,131 4,100 4,018 ____________ 460-521300 Motor Vehicle Supplies 190 532 500 74 500 490 ____________ 460-521310 Landscaping Supplies-Parks 19,806 38,610 18,500 19,608 18,500 18,130 ____________ 460-521315 Landscaping Supplies-Campus 19,636 32,273 22,500 27,142 22,500 22,050 ____________ 460-521400 Plumbing Supplies 3,544 11,208 32,798 1,794 32,798 4,900 ____________ 460-521610 Building Maintenance Supplies 256 211 500 5 500 490 ____________ TOTAL Supplies 81,491 122,154 113,148 80,879 113,148 83,643 City Support Services 460-532601 Holidazzle 25,559 54,351 26,000 34,137 34,137 34,300 ____________ 460-532602 Employee Appreciation Events 0 0 0 0 0 0 ____________ 460-532604 4th of July Jubilee 12,316 47,254 26,000 29,968 26,000 34,300 ____________ 460-532607 National Night Out 0 0 0 0 0 0 ____________ 460-532619 Schertz Young Leaders 2,862 2,142 10,000 7,126 10,000 9,800 ____________ 460-532620 Sweetheart Scholarships 4,000 4,000 8,500 1,500 8,500 4,410 ____________ 460-532626 Other Events 12,309 25,370 73,500 29,718 43,500 52,430 ____________ 460-532629 MOVING ON MAIN 375 13,964 12,000 10,519 9,612 11,760 ____________ 460-532800 Music, Movies in the Park 3,263 6,798 10,000 1,950 10,000 9,800 ____________ TOTAL City Support Services 60,684 153,879 166,000 114,918 141,749 156,800 Utility Services 460-533100 Gas Utility Service 0 0 0 0 0 0 ____________ 460-533200 Electric Utility Service 61,651 74,419 76,000 59,328 76,000 74,480 ____________ 460-533300 Telephone 0 0 0 0 0 0 ____________ 460-533310 Telephone/Cell Phones 0 0 0 0 0 0 ____________ 460-533410 Water Utility Service 151,922 174,257 160,000 91,823 160,000 156,800 ____________ 460-533500 Vehicle Fuel 8,043 12,312 10,000 16,170 20,000 19,600 ____________ TOTAL Utility Services 221,616 260,988 246,000 167,320 256,000 250,880 XXXXX 96 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 40 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 460-534100 Advertising 1,571 927 1,000 50 1,000 980 ____________ 460-534200 Printing & Binding 0 0 0 0 0 0 ____________ 460-534800 Temporary Empl. Services 106 123 1,000 0 1,000 980 ____________ TOTAL Operations Support 1,677 1,049 2,000 50 2,000 1,960 Staff Support 460-535100 Uniforms 7,511 7,519 7,195 4,558 7,195 7,051 ____________ 460-535300 Memberships 1,657 1,864 1,625 1,261 1,625 1,593 ____________ 460-535500 Training/Travel 8,666 5,401 10,000 7,016 10,000 9,800 ____________ 460-535510 Meeting Expenses 571 1,175 850 838 850 833 ____________ TOTAL Staff Support 18,406 15,958 19,670 13,673 19,670 19,277 Professional Services 460-541300 Other Consl/Prof Services 11,819 26,913 42,018 3,113 6,000 5,880 ____________ 460-541310 Contract Services 120,573 119,233 141,946 93,895 141,946 189,107 ____________ TOTAL Professional Services 132,392 146,145 183,964 97,008 147,946 194,987 Maintenance Services 460-551100 Building Maintenance 2,486 14,443 2,500 1,813 2,500 2,450 ____________ 460-551400 Minor & Other Equip Maint 3,388 7,373 5,000 4,599 5,000 4,900 ____________ 460-551500 Water & Sewer Maintenance 0 0 0 0 0 0 ____________ 460-551600 Street Maintenance Materials 0 51,183 0 0 0 0 ____________ 460-551618 Veteran's Memorial Maint. 29,964 3,650 4,000 3,199 4,000 3,920 ____________ 460-551710 Landscaping 4,838 0 2,500 2,746 2,500 2,450 ____________ TOTAL Maintenance Services 40,676 76,649 14,000 12,357 14,000 13,720 Rental/Leasing 460-561100 Rental-Equipment 10,210 10,038 10,000 5,268 10,000 9,800 ____________ 460-561200 Lease Payments - Principal 0 0 0 0 0 0 ____________ 460-561200.Lease Payments - Interest 0 0 0 0 0 0 ____________ 460-561201 Lease payments - Interest 0 0 0 0 0 0 ____________ 460-561210 Lease - Principal Payments 0 0 0 0 0 0 ____________ 460-561211 Lease - Interest Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 10,210 10,038 10,000 5,268 10,000 9,800 Operating Equipment 460-571000 Furniture & Fixtures 2,002 0 0 0 0 0 ____________ 460-571200 Vehiles & Acess under $5,000 0 0 0 0 0 0 ____________ 460-571600 Donation-Expense 0 0 0 0 0 0 ____________ 460-571700 Improvements under $5,000 45,741 39,194 50,000 17,475 50,000 49,000 ____________ 460-571800 Equipment under $5,000 13,364 13,151 15,000 8,607 15,000 14,700 ____________ TOTAL Operating Equipment 61,108 52,345 65,000 26,081 65,000 63,700 XXXXX 97 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 41 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 460-581200 Vehicles & Access. Over $5,00 0 0 32,000 0 32,000 87,500 ____________ 460-581700 Improvements Over $5,000 56,298 141,028 206,979 59,173 242,997 242,997 ____________ 460-581800 Equipment Over $5,000 36,514 11,639 6,000 0 6,000 17,000 ____________ TOTAL Capital Outlay 92,813 152,667 244,979 59,173 280,997 347,497 ________________________________________________________________________________________________________________________________________ TOTAL PARKS 1,312,158 1,661,869 1,823,731 1,174,412 1,780,332 2,118,076 XXXXX 98 of 278 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. 99 of 278 POOL ORGANIZATIONAL CHART PERFORMANCE INDICATORS Workload/Outputs 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue per year Outdoor Pools $28,275 $25,000 $28,500 Days open per year Outdoor Pools 72 72 72 Daily Admissions Pickrell Pool $21,545 $22,024 $22,000 Total Attendance Pickrell Pool 9,736 11,651 11,000 Season Pool Pass Sales $6,730 $6,495 $4,000 Total Attendance Schertz Aquatics Ctr 78,000 78,000 78,000 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Cost per resident for Pool Operations $14.25 $14.25 $13.16 (Includes Schertz Aquatics Center City Manager Assistant City Manager Development Parks, Recreation, and Community Services Pools 100 of 278 POOL Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Supplies $23,107 $25,500 $24,990 Utility Services 22,616 23,000 16,170 Professional Services 0 0 0 Maintenance Services 490,950 527,878 539,664 Operating Equipment 0 0 0 Total $536,674 $576,378 $580,824 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 0.8% from the FY 2021-22 year end with no change in operations. 101 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 42 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SWIM POOL ========= Supplies 463-521000 Operating Supplies 3,809 3,806 4,500 2,506 4,500 4,410 ____________ 463-521100 Office Supplies 0 0 0 0 0 0 ____________ 463-521200 Chem/Med/Lab Supplies 13,655 17,459 18,000 20,092 18,000 17,640 ____________ 463-521600 Equip Maint Supplies 0 1,842 3,000 1,730 3,000 2,940 ____________ TOTAL Supplies 17,464 23,107 25,500 24,328 25,500 24,990 Utility Services 463-533200 Electric Utility Service 16,809 14,916 10,000 11,900 15,000 9,800 ____________ 463-533410 Water Utility Service 3,272 7,701 6,500 6,323 8,000 6,370 ____________ TOTAL Utility Services 20,082 22,616 16,500 18,224 23,000 16,170 Staff Support 463-535500 Training/Travel 0 0 0 0 0 0 ____________ TOTAL Staff Support 0 0 0 0 0 0 Professional Services 463-541300 Other Consl/Prof Services 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 463-551100 Building Maintenance 95 ( 2) 0 0 0 0 ____________ 463-551400 Minor & Other Equip Maint 17,484 9,418 10,000 0 10,000 9,800 ____________ 463-551700 Contract Maintenance 416,404 481,534 517,878 367,664 517,878 529,864 ____________ 463-551710 Landscaping 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 433,983 490,950 527,878 367,664 527,878 539,664 Rental/Leasing 463-561200 Lease/Purchase Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 Operating Equipment 463-571000 Furniture & Fixtures 0 0 0 0 0 0 ____________ 463-571700 Improvements Under $5,000 0 0 0 0 0 0 ____________ 463-571800 Equipment Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 Capital Outlay 463-581700 Improvements over $5,000 0 0 0 0 0 0 ____________ 463-581800 Equipment over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL SWIM POOL 471,528 536,674 569,878 410,216 576,378 580,824 XXXXX 102 of 278 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 and building improvements. 103 of 278 EVENT FACILITIES ORGANIZATIONAL CHART EVENT FACILITIES 2020-21 2021-22 2022-23 Civic Center Manager 1 1 1 Civic and Community Centers Coordinator 1 1 1 Event Attendant 2 2 3 P/T Event Attendant 2 2 1 TOTAL POSITIONS 6 6 6 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Number of events booked 837 850 850 Number of events cancelled 128 125 50 Number of facility tours 250 300 300 Number of web inquiries answered 126 150 150 City Manager Assistant to the City Manager Public Affairs Customer Relations/311 Event Facilities 104 of 278 EVENT FACILITIES 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Revenue 198,771 320,000 300,000 Comp’d Value 55,000 38,000 30,000 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Tradeshows/conventions 9 14 12 Customer satisfaction Rating 95% 100% 100% 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $216,037 $337,833 $380,583 Supplies 5,606 3,650 4,410 Utility Services 40,363 39,350 48,588 Operations Support 30,114 7,400 15,298 Staff Support 2,362 8,252 4,876 Professional Services 907 0 0 Maintenance Services 5,641 8,898 2,450 Operating Equipment 6,745 14,500 10,780 Total $307,775 $419,883 $466,985 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 11.2% from the FY 2021-22-year end estimate with the addition of a new event attendant position. 105 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 43 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ EVENT FACILITIES ================ Personnel Services 464-511110 Regular 191,255 155,721 201,164 186,242 236,636 261,922 ____________ 464-511120 Overtime 1,041 790 5,375 4,866 5,000 5,558 ____________ 464-511180 LTD 115 0 0 0 0 0 ____________ 464-511210 Longevity 3,629 3,467 3,996 3,979 3,979 6,301 ____________ 464-511310 FICA - Employer 14,501 12,178 15,943 14,686 18,790 20,926 ____________ 464-511350 TMRS-Employer 31,422 24,664 34,141 28,533 39,335 44,834 ____________ 464-511410 Health-Employer 21,505 18,940 25,788 27,107 33,802 37,030 ____________ 464-511500 Workers' Compensation 216 277 315 291 291 4,012 ____________ TOTAL Personnel Services 263,684 216,037 286,722 265,705 337,833 380,583 Supplies 464-521000 Operating Supplies 3,163 4,814 4,000 2,693 2,500 3,136 ____________ 464-521050 Ancillary Products 240 166 450 135 450 490 ____________ 464-521100 Office Supplies 409 626 700 453 700 784 ____________ 464-521200 Medical/Chemical Supplies 0 0 0 0 0 0 ____________ 464-521400 Plumbing Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 3,812 5,606 5,150 3,281 3,650 4,410 Utility Services 464-533100 Gas Utility Service 594 696 850 836 850 1,058 ____________ 464-533200 Electric Utility Service 27,951 32,673 39,250 23,057 30,000 39,200 ____________ 464-533330 Telephone/Internet 0 0 0 0 0 0 ____________ 464-533410 Water Utility Service 7,222 6,429 7,000 4,800 7,000 6,860 ____________ 464-533500 Vehicle Fuel 0 565 1,500 844 1,500 1,470 ____________ TOTAL Utility Services 35,767 40,363 48,600 29,537 39,350 48,588 Operations Support 464-534100 Advertising 1,220 989 3,800 0 3,800 3,920 ____________ 464-534200 Printing & Binding 0 1,527 1,500 124 2,000 1,470 ____________ 464-534450 Security Services 0 0 0 0 0 0 ____________ 464-534550 Business Meetings/Networking 72 0 108 0 100 108 ____________ 464-534800 Temporary Empl. Services 215 27,599 8,000 1,199 1,500 9,800 ____________ 464-534999 Misc Expense 0 0 0 0 0 0 ____________ TOTAL Operations Support 1,507 30,114 13,408 1,323 7,400 15,298 Staff Support 464-535100 Uniforms 1,132 462 1,500 883 1,500 1,470 ____________ 464-535300 Memberships 202 243 315 249 209 270 ____________ 464-535500 Training/Travel 2,006 1,478 2,850 308 2,741 2,891 ____________ 464-535510 Meeting Expenses 169 179 200 156 3,802 245 ____________ TOTAL Staff Support 3,508 2,362 4,865 1,596 8,252 4,876 XXXXX 106 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 44 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 PARKS & RECREATION EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 464-541300 Professional Services 0 907 0 0 0 0 ____________ TOTAL Professional Services 0 907 0 0 0 0 Maintenance Services 464-551800 Other Maintenance Agreements 6,312 5,641 12,700 3,258 8,898 2,450 ____________ TOTAL Maintenance Services 6,312 5,641 12,700 3,258 8,898 2,450 Rental/Leasing 464-561200 Lease/Purchase Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 Operating Equipment 464-571000 Furniture and Fixtures < $500 1,565 1,014 2,300 1,025 3,300 980 ____________ 464-571400 Communication Equip LESS $500 0 0 0 0 0 0 ____________ 464-571401 Audio/Visual Equipment 0 264 0 0 0 0 ____________ 464-571500 Operating Equipment <$5,000 4,324 5,467 11,200 8,658 11,200 9,800 ____________ 464-571550 Capital Recovery Equipment 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 5,889 6,745 13,500 9,683 14,500 10,780 Capital Outlay 464-581550 Capital Recovery-Capital Repl 0 0 0 0 0 0 ____________ 464-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EVENT FACILITIES 320,479 307,775 384,945 314,383 419,883 466,985 ________________________________________________________________________________________________________________________________________ TOTAL PARKS & RECREATION 2,104,164 2,506,318 2,778,554 1,899,010 2,776,593 3,165,884 XXXXX 107 of 278 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. 2022-23 GOALS • Continue improving the collection and acceptable items-to-customer ratio by adding titles in a variety of formats. Focus will continue to be on collections with high turnover rates, e.g., bestsellers, DVDs, graphic novels, beginning readers, etc., with an additional focus on providing materials on the topics of diversity, equity, and inclusion. 108 of 278 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 (program was again delayed due to COVID and staff vacancy). • Re-establish technology classes and programming. • Expand job and career development program offerings. • Expand outreach efforts in Schertz, Cibolo and Selma. • Test a trial homebound delivery program in cooperation with Neighborhood Services. 2021-22 HIGHLIGHTS AND ACCOMPLISHMENTS Received Texas Municipal Library Directors 2021 Achievement in Excellence Award for demonstrating consistent excellence and outstanding contributions to public library services within our community. Schertz Public Library was one of only 59 public libraries in Texas to receive this award. Operations and Collections • Added approximately 6,000 new and replacement items to library’s physical collections and withdrew more than 2,000 dated, worn, lost and damaged items from library’s physical collections. • Resumed using teen and adult volunteers in the library. Programming Programming in FY22 was a mixture of virtual and in-person programming. • Youth and Adult Services revamped winter and summer reading program formats to include creative activities and exploration activities in addition to reading activities. • Revised summer reading program for Schertz Area Sr. Center and Forest Ridge Assisted Living Community to be simpler. • Added new health and wellness adult programming including Qigong and meditation practice. • More than 5,400 people attended 170 recorded or in-person programs in the first half of FY2022. Programs included weekly storytimes, outreach events, health programs, STEM and game programs, genealogy presentations, book clubs, craft sessions, and poetry programs. 109 of 278 LIBRARY Outreach and Partnerships • Continued to partner with the Texas State Library to provide service as a Texas Talking Books Program Demo Library. • Continued to place a bi-weekly rotating children’s book collection in the memory care unit of the Legacy at Forest Ridge Retirement Community. • Continued to partner with SCUCISD for various programs and activities including Family Night literacy programs, school visits, and working with the district’s Bilingual Coordinator to provide a Salsa Garden event. • Partnered with various organizations to provide programming and services to the community including TexasRxCard for discount medications cards, National Alliance on Mental Illness for programs, workshop and support groups, AACOG, Texas Medicare Solutions for programs, South Texas Blood and Tissue for quarterly blood drives, and YMCA for Story & Swim and holiday programs. • Provided training to Primrose School staff on using puppets in their programs and Zoom Library 101 training to Schertz School of Science and Technology. • Continued partnerships with other City departments to provide programming to community, including Parks & Rec’s Candy Cruise, Movin’ on Main, and a Library Discovery Garden, and a summer reading program and Large Print circulation collection for Senior Center. ORGANIZATION CHART LIBRARY 2020-21 2021-22 2022-23 Library Director 1 1 1 Librarian 3 3 3 Library Technician 2 2 2 Library Assistant 3 3 3 Library Assistant (20 hours) 7 7 7 Library Assistant (10 hours) 2 2 4 Programming Specialist (20 hours) 1 1 4 Library Page (10 hours) 2 2 0 Temp Part-time Library Clerk (Unfunded) 1 1 1 City Manager Assistant City Manager Development Library 110 of 278 LIBRARY TOTAL POSITIONS 22 22 25 PERFORMANCE INDICATORS 2020-21 2021-22 2022-23 Input Actual Estimate Budget Service population (determined by TSLAC) 116,207 121,766 125,000 Total Staffing FTE 14.0 14.0 14.0 Circulation Staffing FTE 9.0 9.0 9.0 Total Operating Budget $1,040,278 $1,190,931 $1,162,891 Total Materials Collection 149,956 153,000 159,000 Registered Borrowers 30,291 31,000 32,000 Materials Budget $125,472 $130,000 $136,000 2020-21 2021-22 2022-23 Workload/Output Actual Estimate Budget Circulation per Capita 2.42 2.64 2.56 Library Visits per Capita 0.79 1.07 1.04 Program Attendance per Capita 0.02 0.07 0.07 Collection Turnover Rate 1.88 2.10 2.01 Total Circulation 281,659 322,000 320,000 Total Library Visits 91,291 130,000 130,000 Total Program Attendance 2020-21 2021-22 2022-23 Efficiency Actual Estimate Budget Cost per Person Served $8.95 $9.78 $9.30 Cost per Circulation $3.63 $3.70 $3.69 Circulation per Circulation FTE 31,295 35,778 35,556 2020-21 2021-22 2022-23 Effectiveness Actual Estimate Budget Percentage of Service Population With Library Cards 26.07% 25.46% 25.60% Materials Expenditures per Capita $1.08 $1.07 $1.09 Materials Expenditures as a Percentage of Operating Budget (striving for 15% min.) 12.06% 10.92% 11.69% Items per Capita (striving to meet 1.53 items per capita standard) 1.29 1.26 1.27 111 of 278 LIBRARY 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Personnel Services $847,827 $948,877 $993,719 Supplies 11,347 15,000 18,130 Utility Services 48,117 62,000 60,760 Operations Support 2,168 5,900 4,018 Staff Support 3,655 7,025 7,874 Professional Services 1,656 3,129 2,254 Operating Equipment 125,508 149,000 176,040 Capital Outlay 0 0 30,000 Total $1,040,278 $1,190,931 $1,292,795 PROGRAM JUSTIFICATION AND ANALYSIS The Library FY 2022-23 Budget increases 8.6% from the FY 2021-22 year end for a new Part time programming specialist, wage increases, additional funding for Library materials, and noise mitigation tiles for meeting rooms. 112 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 45 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LIBRARY ======= Personnel Services 665-511110 Regular 572,642 590,588 624,324 537,407 665,759 702,528 ____________ 665-511120 Overtime 245 288 1,056 237 1,056 1,053 ____________ 665-511180 LTD 317 0 0 0 0 0 ____________ 665-511210 Longevity 12,863 14,401 17,944 16,817 16,817 17,404 ____________ 665-511230 Certification Allowance 1,200 1,463 1,152 1,814 2,310 2,471 ____________ 665-511310 FICA - Employer 41,449 44,426 49,248 41,010 52,475 55,288 ____________ 665-511350 TMRS-Employer 89,735 94,463 99,552 77,054 109,854 109,556 ____________ 665-511410 Health-Employer 91,090 101,393 110,129 82,658 99,698 103,786 ____________ 665-511500 Workers' Compensation 601 805 981 908 908 1,633 ____________ TOTAL Personnel Services 810,141 847,827 904,386 757,904 948,877 993,719 Supplies 665-521000 Operating Supplies 8,417 8,930 12,000 7,980 12,000 15,190 ____________ 665-521100 Office Supplies 2,152 2,417 3,000 1,349 3,000 2,940 ____________ TOTAL Supplies 10,568 11,347 15,000 9,328 15,000 18,130 Utility Services 665-533100 Gas Utility Service 2,274 2,942 4,000 2,385 3,000 2,940 ____________ 665-533200 Electric Utility Service 35,667 33,309 45,000 26,977 38,000 37,240 ____________ 665-533330 Telephone/Internet 0 0 0 0 0 0 ____________ 665-533410 Water Utility Service 20,367 11,866 21,000 15,672 21,000 20,580 ____________ TOTAL Utility Services 58,308 48,117 70,000 45,034 62,000 60,760 Operations Support 665-534000 Postage 2,430 1,916 3,000 1,888 3,000 2,940 ____________ 665-534200 Printing & Binding 2,314 252 2,900 0 2,900 1,078 ____________ TOTAL Operations Support 4,744 2,168 5,900 1,888 5,900 4,018 Staff Support 665-535100 Uniforms 7 429 400 21 400 392 ____________ 665-535200 Awards 154 0 300 172 300 294 ____________ 665-535300 Memberships 1,252 1,557 1,325 1,336 1,325 1,357 ____________ 665-535500 Training/Travel 4,993 1,567 4,700 4,350 4,700 5,537 ____________ 665-535510 Meeting Expenses 111 103 300 20 300 294 ____________ TOTAL Staff Support 6,517 3,655 7,025 5,899 7,025 7,874 Professional Services 665-541300 Other Consl/Prof Services 0 0 1,000 0 1,000 0 ____________ 665-541365 Courier/Delivery Services 1,984 1,656 2,300 2,129 2,129 2,254 ____________ TOTAL Professional Services 1,984 1,656 3,300 2,129 3,129 2,254 XXXXX 113 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 46 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 665-551400 Minor & Other Equip Maint 0 0 0 0 0 0 ____________ 665-551800 Other Maintenance Agreements 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Operating Equipment 665-571000 Furniture & Fixtures < $5,000 1,161 0 16,000 12,520 16,000 26,460 ____________ 665-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ 665-571400 Library Materials 138,929 125,472 130,000 102,780 130,000 139,780 ____________ 665-571600 Donation-Expense 2,081 36 11,762 0 3,000 9,800 ____________ 665-571800 Equipment Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 142,171 125,508 157,762 115,300 149,000 176,040 Capital Outlay 665-581300 Computer & Periphe. Over $500 0 0 0 0 0 0 ____________ 665-581400 Library Materials Over $5,000 0 0 0 0 0 30,000 ____________ TOTAL Capital Outlay 0 0 0 0 0 30,000 ________________________________________________________________________________________________________________________________________ TOTAL LIBRARY 1,034,433 1,040,278 1,163,373 937,482 1,190,931 1,292,795 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 1,034,433 1,040,278 1,163,373 937,482 1,190,931 1,292,795 XXXXX 114 of 278 DEPARTMENT: 853 INFORMATION TECHNOLOGIES (IT) FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Information Technologies Dept. is charged with maintaining, operating and securing the City’s information assets. These assets form the foundation upon which many of the City’s core operations depend. Therefore, this foundation must be reliable, resilient and responsive. To meet these expectations, the department focuses daily on customer service, education and planning. The IT department increases the business return on technology investments by creating and managing hardware and software through dedicated planning and alignment. IT is also dedicated to ensuring a great end user experience by designing, implementing, managing and continually improving our processes. IT is also tasked to protect the organization and its ability to perform its mission. We accomplish this through a comprehensive security program, managing our data, ensuring efficiency, effectiveness and compliancy. We also strive to deploy programs designed to engage our staff and citizens in easy and convenient ways. The City of Schertz uses a Geographic Information System (GIS) to create maps, analyze information, and visually examine the geographic features of our region. Many function of City government have a geographic dimension and the successful execution of GIS Services can substantially increase efficiency, collaboration and empowerment in the decision-making process. ORGANIZATIONAL CHART City Manager Assistant City Manager Development Information Technology (IT) 115 of 278 INFORMATION TECHNOLOGY INFORMATION TECHNOLOGY 2020-21 2021-22 2022-23 Director 1 1 1 Administrative Assistant 1 1 1 Senior Systems Administrator 1 1 1 Senior Computer Support Engineer 1 1 1 Customer Services Technician I 3 3 3 Public Safety Administrator 1 1 1 Public Safety Technician 0 0 2 GIS Administrator 1 1 1 GIS Specialist 1 1 2 TOTAL POSITIONS 10 10 13 Workload 2020-21 Actual 2021-22 Estimate 2022-23 Budget Average Annual Work Orders Completed 2,550 3,084 3,200 Average Monthly Hours to Complete Work Orders 1.25 1.5 1.25 Total Projects 45 62 67 Average Monthly Project Hours 455 620 750 Total Emails Received 1,122,550 1,116,600 1,239,530 Total Sent Good Email 452.550 454,875 475,000 Total Teams Meetings 1,675 1,452 1,575 Total Teams Interoffice Chats 14,500 23,450 25,000 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget % Work Orders Completed 0-1 Day 46% 45% 55% % Work Orders Completed 2-3 Days 8% 12% 15% % Work Orders Completed 4-6 Days 11% 11% 10% % Work Orders Completed 7-10 Days 7% 9% 5% %Work Orders Completed >11 Days 28% 23% 15% Average Number of Days to Work Orders % Time on GIS Specific Projects 52% 53% 55% % Time on GIS Customer Assistance 8% 9% 17% % Time on Training/Conferences 0% 8% 8% % Time on Non-Department Projects 20% 16% 8% % Time on Administrative Overhead 20% 14% 12% 116 of 278 INFORMATION TECHNOLOGY Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $847,553 $981,852 $1,109,865 Supplies 4,351 7,540 8,624 City Support Services 863,873 922,975 1,128,274 Utility Services 318,226 347,750 342,896 Staff Support 22,059 50,000 87,334 Professional Services 118,813 38,075 25,970 Maintenance Services 9,948 10,000 14,700 Rental/Leasing 3,477 3,650 3,577 Operating Equipment 302,387 269,594 269,325 Capital Outlay 26,889 0 68,050 Total $2,517,577 $2,631,436 $3,058,615 PROGRAM JUSTIFICATION AND ANALYSIS The Information Technology FY 2022-23 Budget increases approximately 16.2% from the FY 2021-2022 year-end estimates. Primary costs changes include a new Public safety technician position, a GIS specialist position, an Eprocurement software, camera replacements, and internet and fiber upgrades. 117 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 47 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ INFORMATION TECHNOLOGY ====================== Personnel Services 853-511110 Regular 434,772 571,869 624,572 528,043 663,284 740,579 ____________ 853-511120 Overtime 48,223 42,071 30,985 35,671 42,000 38,173 ____________ 853-511180 LTD 320 0 0 0 0 0 ____________ 853-511210 Longevity 5,080 9,389 9,835 8,414 8,251 9,889 ____________ 853-511230 Certificate Allowance 0 0 0 600 810 747 ____________ 853-511310 FICA - Employer 35,091 46,173 50,144 42,099 54,647 60,356 ____________ 853-511350 TMRS-Employer 77,894 101,812 108,943 96,397 114,402 129,312 ____________ 853-511410 Health-Employer 43,841 75,140 90,770 77,536 97,247 129,422 ____________ 853-511500 Workers' Compensation 488 1,100 1,309 1,211 1,211 1,387 ____________ TOTAL Personnel Services 645,709 847,553 916,558 789,971 981,852 1,109,865 Supplies 853-521100 Office Supplies 1,978 2,174 4,000 3,907 4,000 3,430 ____________ 853-521300 Motor Vehicle Supplies 36 365 800 13 40 539 ____________ 853-521600 Equip Maint Supplies 1,223 1,812 3,500 3,079 3,500 4,655 ____________ TOTAL Supplies 3,236 4,351 8,300 6,999 7,540 8,624 City Support Services 853-532300 Computer Consulting 9,600 8,780 10,000 0 0 9,800 ____________ 853-532350 Software Maintenance 0 0 0 0 0 50,000 ____________ 853-532355 Software Maint-City Wide 376,748 483,520 510,574 501,370 495,000 550,298 ____________ 853-532360 Software Maint-Dept Specific 158,438 337,022 475,548 328,488 400,000 509,219 ____________ 853-532400 Computer Fees & Licenses 39,803 34,552 27,975 10,191 27,975 8,956 ____________ TOTAL City Support Services 584,589 863,873 1,024,097 840,049 922,975 1,128,274 Utility Services 853-533300 Telephone/Land Line 39,167 40,258 66,995 49,503 60,000 54,194 ____________ 853-533310 Telephone/Cell Phones 87,243 93,249 113,900 88,856 100,000 92,153 ____________ 853-533320 Telephone/Air Cards 51,836 92,388 87,100 63,775 87,000 82,670 ____________ 853-533330 Telephone/Internet 83,957 91,671 98,470 77,539 100,000 112,899 ____________ 853-533500 Vehicle Fuel 402 660 1,000 634 750 980 ____________ TOTAL Utility Services 262,605 318,226 367,465 280,307 347,750 342,896 Operations Support 853-534200 Printing & Binding 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Staff Support 853-535100 Uniforms 931 541 1,500 1,211 1,500 1,470 ____________ 853-535300 Memberships 577 340 1,250 165 500 490 ____________ 853-535400 Publications 0 0 0 0 0 0 ____________ 853-535500 Training/Travel 22,771 21,178 51,950 24,650 48,000 85,374 ____________ TOTAL Staff Support 24,279 22,059 54,700 26,026 50,000 87,334 XXXXX 118 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 48 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 853-541300 Other Consl/Prof Services 101,448 118,813 25,000 1,406 25,000 4,900 ____________ 853-541800 IT Services-Web Design/Maint 0 0 13,075 0 13,075 21,070 ____________ TOTAL Professional Services 101,448 118,813 38,075 1,406 38,075 25,970 Fund Charges/Transfers 853-548404 Transfer Out-Capital Projects 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Maintenance Services 853-551300 Computer Maintenance 7,413 9,948 10,000 1,777 10,000 14,700 ____________ 853-551800 Other Maintenance Agreements 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 7,413 9,948 10,000 1,777 10,000 14,700 Rental/Leasing 853-561200 Lease/Purchase Payments 0 3,477 3,650 3,042 3,650 3,577 ____________ TOTAL Rental/Leasing 0 3,477 3,650 3,042 3,650 3,577 Operating Equipment 853-571000 Furniture & Fixtures 697 0 1,200 1,163 1,200 1,176 ____________ 853-571200 Vehicles & Access Under $5000 0 0 0 0 0 0 ____________ 853-571300 Computer & Periphe. < $5000 142,460 282,527 235,784 193,459 220,784 218,050 ____________ 853-571300.Fleet Hardward Upgrade 0 0 0 0 0 0 ____________ 853-571300.Internal Network Upgrade 0 0 0 0 0 0 ____________ 853-571401 Communication Equip LESS $500 25,374 19,860 47,610 36,596 47,610 36,799 ____________ 853-571800 Equipment under $5,000 895 0 0 0 0 13,300 ____________ TOTAL Operating Equipment 169,426 302,387 284,594 231,218 269,594 269,325 Capital Outlay 853-581200 Vehicles & Access. > $5000 0 26,889 0 0 0 0 ____________ 853-581300 Computer & Periphe. > $5000 22,797 0 0 0 0 42,550 ____________ 853-581800 Equipment Over $5,000 0 0 0 0 0 25,500 ____________ TOTAL Capital Outlay 22,797 26,889 0 0 0 68,050 ________________________________________________________________________________________________________________________________________ TOTAL INFORMATION TECHNOLOGY 1,821,503 2,517,577 2,707,439 2,180,796 2,631,436 3,058,615 XXXXX 119 of 278 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. 120 of 278 HUMAN RESOURCES ORGANIZATIONAL CHART HUMAN RESOURCES 2020-21 2021-22 2022-23 Director 1 1 1 HR Manger 1 1 1 Senior Generalist 1 1 1 Generalist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 5 5 5 City Manager City Manager Human Resources Purchaseing & Asset Management 121 of 278 HUMAN RESOURCES PERFORMANCE INDICATORS Workload/Output Measures 2020-21 Actual 2021-22 Estimate 2022-23 Budget Total No. of Employees (Avg.) 430 430 440 # Full Time Employees (Avg.) 395 395 405 Job Announcements Posted 84 115 100 # Applications received 5,288 5,000 5,000 # Full Time Positions Filled 77 90 80 # Part Time Positions Filled 11 12 10 # Total Turnover 88 95 85 # Full Time Turnover 81 81 75 # Part Time Turnover 7 14 10 # Retirements 6 12 10 # FMLA Claims 37 40 40 # General Training Courses 15 15 15 # of tuition reimbursements 24 15 20 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $451,403 $468,079 $510,089 Supplies 1,055 2,200 3,846 Human Services 159,426 154,600 173,558 Operations Support 4,018 3,981 22,390 Staff Support 33,547 36,650 38,367 City Assistance 16,430 20,000 14,700 Professional Services 0 5,000 4,900 Operating Equipment 513 0 490 Total $666,392 $690,511 $768,340 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 11.3% from the FY 2021-22 year-end estimate for wage increases, an increase in expenditures for the remaining employee wellness program initiative funds, and additional funding for recruitment advertisement and incentives. 122 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 49 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HUMAN RESOURCES =============== Personnel Services 866-511110 Regular 301,811 317,331 316,873 243,602 313,268 341,027 ____________ 866-511120 Overtime 684 139 276 365 465 299 ____________ 866-511180 LTD 204 0 0 0 0 0 ____________ 866-511210 Longevity 3,772 4,851 5,372 4,872 4,872 5,482 ____________ 866-511230 Certificate Allowance 0 1,820 2,246 2,530 3,105 1,743 ____________ 866-511310 FICA - Employer 21,865 24,118 24,828 18,637 24,611 26,646 ____________ 866-511350 TMRS-Employer 48,963 53,000 53,170 36,855 51,522 57,089 ____________ 866-511410 Health-Employer 39,567 41,257 44,793 40,332 50,404 57,183 ____________ 866-511500 Workers' Compensation 325 430 511 473 473 620 ____________ 866-511600 Unemployment Compensation 9,789 8,457 20,000 11,802 19,359 20,000 ____________ TOTAL Personnel Services 426,981 451,403 468,069 359,468 468,079 510,089 Supplies 866-521000 Operating Supplies 1,728 517 2,000 394 1,500 3,160 ____________ 866-521100 Office Supplies 705 537 700 531 700 686 ____________ TOTAL Supplies 2,433 1,055 2,700 926 2,200 3,846 Human Services 866-531100 Pre-employment Check 3,004 2,843 2,500 1,786 2,500 2,450 ____________ 866-531150 Interview Expenses 124 0 1,500 1,432 1,500 2,450 ____________ 866-531160 COBRA FSA/HSA Adm Services 5,628 6,019 6,000 4,524 6,000 5,880 ____________ 866-531170 Broker Services 68,750 81,250 75,000 62,500 75,000 73,500 ____________ 866-531200 Medical Co-pay 645 1,646 3,000 2,030 3,000 2,940 ____________ 866-531300 Employee Assistance 12,757 9,320 9,600 7,033 9,600 9,408 ____________ 866-531400 Tuition Reimbursement 18,214 24,197 18,000 9,874 13,000 17,640 ____________ 866-531500 Employee Wellness Program 14,956 20,993 50,000 7,723 9,000 40,180 ____________ 866-531600 Training Classes 1,214 13,159 47,800 28,886 35,000 19,110 ____________ TOTAL Human Services 125,292 159,426 213,400 125,788 154,600 173,558 City Support Services 866-532400 Computer Fees & Licenses 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Utility Services 866-533320 Telepohne/Air Card 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Operations Support 866-534000 Postage 0 0 0 0 0 0 ____________ 866-534100 Advertising 775 2,631 2,500 965 1,650 19,450 ____________ 866-534200 Printing & Binding 1,342 1,386 3,000 1,360 2,331 2,940 ____________ 866-534800 Temporary Empl. Services 0 0 0 0 0 0 ____________ TOTAL Operations Support 2,117 4,018 5,500 2,325 3,981 22,390 XXXXX 123 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 50 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 866-535100 Uniforms 440 373 500 314 500 490 ____________ 866-535210 Employee Recognition-Morale 15,614 28,417 28,150 21,763 28,150 27,587 ____________ 866-535300 Memberships 1,718 2,498 2,500 1,058 2,500 2,450 ____________ 866-535400 Publications 947 0 0 0 2,000 0 ____________ 866-535500 Training/Travel 1,363 2,258 3,000 433 3,500 7,840 ____________ TOTAL Staff Support 20,082 33,547 34,150 23,568 36,650 38,367 City Assistance 866-537100 Medical Services 13,121 16,430 19,000 14,707 20,000 14,700 ____________ TOTAL City Assistance 13,121 16,430 19,000 14,707 20,000 14,700 Professional Services 866-541300 Other Consl/Prof Services 78,265 0 5,000 495 5,000 4,900 ____________ TOTAL Professional Services 78,265 0 5,000 495 5,000 4,900 Operating Equipment 866-571000 Furniture & Fixtures 349 513 500 0 0 490 ____________ 866-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ 866-571500 Operating Equipment 0 0 0 0 0 0 ____________ 866-571800 Equipment Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 349 513 500 0 0 490 ________________________________________________________________________________________________________________________________________ TOTAL HUMAN RESOURCES 668,639 666,392 748,319 527,276 690,511 768,340 XXXXX 124 of 278 DEPARTMENT: 868 FINANCE FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Prepare monthly financial reports for the City Manager, City Council and City departments. Process all accounts payable and receivable in a timely manner, prepare 1099s, and prepare monthly bank reconciliations and investments report. Maintain and process payroll for all city employees. Finance handles unclaimed property and their subsequent disbursements to the individuals or the State. Maintain and safeguard the City’s investment portfolio. Manage debt service and fixed assets. Complete the annual budget and facilitate annual audit and Comprehensive Annual Financial Report. The Finance Director also oversees the Utility Billing and Municipal Court Divisions. GOALS AND OBJECTIVES • Hire, train, and retain competent and caring employees. • Maintain financial systems to provide timely and accurate financial information and reports to the City Manager, City Council, other City departments, citizens, and other agencies. • Receive the Government Finance Officers Association Certification of Excellence in Financial Reporting for the 36th consecutive year. • Improve the 5 year budgeting and forecasting plan. • Update long term debt service plan. 125 of 278 FINANCE ORGANIZATIONAL CHART ACCOUNTING 2020-21 2021-22 2022-23 Finance Director 1 1 1 Assistant Director 1 1 1 Staff Accountant 1 1 1 Financial Analyst 1 1 1 Accountant I 1 1 1 Senior AP Specialist 1 1 1 Administrative Assistant 1 1 1 TOTAL POSITIONS 7 7 7 City Manager City Manager Finance Billing Office Municipal Court 126 of 278 FINANCE PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Accounts payable checks 6,039 6,100 6,200 Number of Purchase Orders Processed 7,322 7,600 7,750 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Certificate of Achievement for Excellence in Financial Reporting, Accumulative 36 37 38 Quarterly Financials completed within 30 days 0 1 4 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $641,054 $673,832 $699,363 Supplies 3,125 2,700 2,646 Staff Support 3,384 3,744 4,263 Professional Services 38,884 44,539 48,216 Operating Equipment 586 250 980 Total $687,033 $725,064 $755,468 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 4.2% from the FY 2021-22 year-end estimate due to citywide wage increases. 127 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 51 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FINANCE ======= Personnel Services 868-511110 Regular 413,035 441,045 445,706 381,301 461,834 472,828 ____________ 868-511120 Overtime 2,182 2,965 924 1,348 1,500 924 ____________ 868-511180 LTD 295 0 0 0 0 0 ____________ 868-511210 Longevity 9,457 10,770 11,994 12,117 12,117 12,746 ____________ 868-511230 Certification Allowance 500 1,701 2,659 1,980 2,430 2,528 ____________ 868-511310 FICA - Employer 30,301 33,586 35,251 29,065 36,558 37,369 ____________ 868-511350 TMRS-Employer 67,965 74,547 75,491 58,955 76,533 80,063 ____________ 868-511410 Health-Employer 63,788 75,842 83,830 68,332 82,190 92,037 ____________ 868-511500 Workers' Compensation 442 600 724 670 670 868 ____________ TOTAL Personnel Services 587,965 641,054 656,579 553,768 673,832 699,363 Supplies 868-521000 Operating Supplies 1,985 2,142 2,000 1,050 2,000 1,960 ____________ 868-521100 Office Supplies 614 984 700 593 700 686 ____________ TOTAL Supplies 2,599 3,125 2,700 1,643 2,700 2,646 City Support Services 868-532350 Software Maintenance 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 868-534100 Advertising 0 0 0 0 0 0 ____________ 868-534200 Printing & Binding 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Staff Support 868-535100 Uniforms 0 465 354 354 354 343 ____________ 868-535300 Memberships 1,385 1,240 1,390 935 1,390 0 ____________ 868-535400 Publications 0 0 0 0 0 0 ____________ 868-535500 Training/Travel 4,505 1,679 4,966 1,325 2,000 3,920 ____________ 868-535600 Professional Certification 0 0 0 0 0 0 ____________ TOTAL Staff Support 5,890 3,384 6,710 2,614 3,744 4,263 Professional Services 868-541300 Other Consl/Prof Services 13,887 16,349 15,000 24,477 20,839 17,640 ____________ 868-541400 Auditor/Accounting Service 18,500 19,500 20,000 15,000 20,000 26,950 ____________ 868-541650 Investment Management Fee 3,590 3,035 3,700 2,707 3,700 3,626 ____________ TOTAL Professional Services 35,977 38,884 38,700 42,183 44,539 48,216 XXXXX 128 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 52 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 868-551800 Other Maintenance Agreements 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Rental/Leasing 868-561200 Lease-Equipment 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 Operating Equipment 868-571000 Furniture & Fixtures 742 250 280 0 250 980 ____________ 868-571200 Office Equipment 1,093 336 0 0 0 0 ____________ 868-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 1,835 586 280 0 250 980 ________________________________________________________________________________________________________________________________________ TOTAL FINANCE 634,265 687,033 704,969 600,208 725,064 755,468 XXXXX 129 of 278 DEPARTMENT: HUMAN RESOURCES DIVISION: 872 PURCHASING & ASSET MANAGEMENT FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION The Purchasing and Asset Management Department is responsible for managing the Purchasing, Inventory, Property Disposal, Contracts, Grants, Risk Management, and Safety functions for the City. Manages all bids, quotes, contracts and agreements, City purchases, warehouse inventory, City property disposal, auctions, grants, 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. 130 of 278 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. 2020-21 2021-22 2022-23 Purchasing Manager 1 1 1 Purchasing Specialist 1 1 1 Risk & Safety Specialist 1 1 1 TOTAL POSITIONS 3 3 3 City Manager Human Resources Purchasing & Asset Management 131 of 278 PURCHASING & ASSET MANAGEMENT PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Bids and Proposals Drafted 44 24 30 Bids and Proposals Responses 127 78 100 Contracts Reviewed 211 90 125 Meetings with Vendors 42 20 30 Research Requests 135 75 100 Workers Comp Claims Processed 84 144 120 Accident and Incident Investigated 309 210 250 Training Classes Held 6 12 12 Vehicles Processed (Titles, Gas Cards, Plates) 422 237 300 Fixed Asset Modifications 350 150 275 GovDeals Items Processed 148 113 125 GovDeals Total Sales $333,459.74 $9110.00 $10,000.00 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $235,535 $272,737 $268,812 Supplies 559 3,400 3,724 City Support Services 378 0 0 Operating Support 3,757 4,303 7,497 Staff Support 4,885 6,835 9,947 City Assistance 1,342 2,145 2,940 Operating Equipment 1,457 600 2,450 Total $247,913 $290,020 $295,370 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 1.8% from the FY 2021-22 year-end estimate due to the salary increase awarded to the Purchasing Manager in 2022 and the rising costs across the board for training, travel, office supplies, and operating supplies. 132 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 53 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PURCHASING & ASSET MGT ====================== Personnel Services 872-511110 Regular 164,182 171,990 170,604 155,594 194,744 188,467 ____________ 872-511120 Overtime 5 238 0 150 200 0 ____________ 872-511180 LTD 117 0 0 0 0 0 ____________ 872-511210 Longevity 3,602 4,010 4,418 4,418 4,418 4,826 ____________ 872-511230 Certification Allowance 1,000 1,160 2,400 990 1,215 1,120 ____________ 872-511310 FICA - Employer 12,446 13,557 13,462 12,288 15,344 14,857 ____________ 872-511350 TMRS-Employer 26,992 28,970 28,828 23,466 32,122 31,831 ____________ 872-511410 Health-Employer 14,892 15,376 17,190 19,469 24,438 27,365 ____________ 872-511500 Workers' Compensation 176 233 277 256 256 346 ____________ TOTAL Personnel Services 223,413 235,535 237,179 216,632 272,737 268,812 Supplies 872-521000 Operating Supplies 300 334 350 249 350 392 ____________ 872-521005 Supplies-Inspections 0 0 2,900 1,647 2,700 2,940 ____________ 872-521100 Office Supplies 1,688 225 350 127 350 392 ____________ 872-521300 Motor Veh. Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 1,988 559 3,600 2,022 3,400 3,724 City Support Services 872-532350 Software Maintenance 0 378 500 0 0 0 ____________ TOTAL City Support Services 0 378 500 0 0 0 Utility Services 872-533320 Telephone/Air Card 0 0 0 0 0 0 ____________ 872-533500 Vehicle Fuel 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Operations Support 872-534000 Postage 43 0 0 0 0 0 ____________ 872-534100 Advertising 3,404 2,273 4,500 1,373 2,753 5,880 ____________ 872-534200 Printing & Binding 0 0 0 0 0 49 ____________ 872-534700 Service Fees 0 0 0 0 0 0 ____________ 872-534710 Service Fees - GovDeals 0 0 0 0 0 0 ____________ 872-534740 Business Memberships 1,436 1,484 1,550 1,299 1,550 1,568 ____________ TOTAL Operations Support 4,883 3,757 6,050 2,672 4,303 7,497 Staff Support 872-535100 Uniforms 215 232 250 161 250 294 ____________ 872-535300 Memberships 1,280 1,236 1,235 789 1,235 1,421 ____________ 872-535500 Training/Travel 810 3,417 6,000 2,716 5,200 7,840 ____________ 872-535510 Meeting Expenses 222 0 300 20 150 392 ____________ TOTAL Staff Support 2,527 4,885 7,785 3,687 6,835 9,947 XXXXX 133 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 54 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 872-537100 Medical Services 1,264 1,342 2,000 1,675 2,145 2,940 ____________ TOTAL City Assistance 1,264 1,342 2,000 1,675 2,145 2,940 Professional Services 872-541300 Professional Services 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Rental/Leasing 872-561100 Rental-Equipment 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 Operating Equipment 872-571000 Furniture & Fixtures 218 478 600 380 600 1,960 ____________ 872-571300 Computer & Periphe. < $5,000 1,213 0 0 0 0 490 ____________ 872-571500 Operating Equipment 0 979 0 0 0 0 ____________ TOTAL Operating Equipment 1,431 1,457 600 380 600 2,450 Capital Outlay 872-581200 Vehicles & Access. > $5,000 0 0 0 0 0 0 ____________ 872-581300 Computer & Periphe. > $5,000 0 0 0 0 0 0 ____________ 872-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PURCHASING & ASSET MGT 235,506 247,913 257,714 227,068 290,020 295,370 XXXXX 134 of 278 DEPARTMENT: PUBLIC WORKS DIVISION: 877 FLEET SERVICES FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Fleet Services provides maintenance, repair, upgrade and outfitting services for all City owned vehicles and equipment totaling nearly 400 units. The list of services includes P.M. services, fluid and filter changes, state inspections, tire services, troubleshooting, diagnosis, and repair of mechanical and electrical systems. Fleet Services also maintains motor pool services, vehicle and equipment replacement schedules, spec'ing and standardization throughout the fleet. GOALS AND OBJECTIVES • Maintain and repair vehicles and equipment to increase their lifespan. • Optimize fleet availability with minimal turn-around times. • Develop and implement fleet utilization guidelines and procedures. • Maintain and improve vehicle and equipment safety ORGANIZATIONAL CHART City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance 135 of 278 FLEET MAINTENANCE FLEET MAINTENANCE 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Administrative Assistant 1 1 1 Fleet Manager 1 1 1 Fleet Crew Supervisor 1 1 1 Mechanic 4 4 4 Parts/Lube Tech 0 0 1 TOTAL POSITIONS 9 9 10 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Work Orders: -Police Department vehicles and equipment 471 450 460 -EMS vehicles and equipment 449 425 430 -Streets vehicles and equipment 213 200 210 -Administration vehicles 5 8 0 -Animal Control vehicles 46 35 40 -Facilities Services vehicles 67 80 75 -Fire vehicles and equipment 247 215 230 -Fleet Service vehicles 19 25 25 -I.T 8 15 10 -Inspection vehicles 0 0 0 -Marshal Service vehicles 0 0 0 -Parks vehicles and equipment 164 120 135 -Water & Sewer vehicles and equipment 237 185 190 -Utility Billing vehicles 28 40 20 -Drainage vehicles and equipment 183 205 195 -Economic Development vehicles 4 7 10 Engineering vehicles 28 25 25 -Purchasing vehicles 2 2 2 -Operations (non-asset specific) 16 15 10 -Motor Pool vehicles 75 80 65 Work Orders(in-house) Work Orders(outside vendors) Total Work Orders Issued 136 of 278 FLEET MAINTENANCE Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Hours Worked Public Safety 2369.80 2300 2500 Public Works 1458.3 2000 2200 Administration Vehicles 4.25 5 5 Facilities Services Vehicles 64 70 65 Fleet Service Vehicles 30.50 35 30 I.T 12.10 10 10 Inspections vehicles 0 0 0 Parks vehicles and equipment 153 165 170 Economic Development vehicles 4 5 5 Engineering vehicles 44.95 50 55 Purchasing vehicles 9 7 7 Motor Pool vehicles 54.30 70 65 Fleet Operations 220 220 220 Total Hours Worked 4424.2 4937 5332 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget % of all vehicles and equipment issues resolved without recall 97% 97% 98% Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $532,884 $534,332 $681,919 Supplies 166,116 202,700 211,680 City Support Services 2,497 5,000 13,720 Utility Services 8,518 8,000 11,760 Operations Support 0 20,000 0 Staff Support 16,358 33,000 37,240 Maintenance Services 232,179 235,000 227,360 Operating Equipment 39,249 14,000 13,720 Capital Outlay 27,675 221,000 46,875 Total 1,025,476 $1,273,032 $1,244,274 137 of 278 FLEET MAINTENANCE PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will decrease 2.3% from the FY 2021-22 year end estimate. Wage increases, a new parts clerk/lube technician position, and updgraded software will be offset by less vehicle replacements in 2022-23. 138 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 55 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FLEET SERVICE ============= Personnel Services 877-511110 Regular 251,309 364,668 373,646 284,885 355,944 440,662 ____________ 877-511120 Overtime 12,302 10,638 14,181 8,937 11,000 17,545 ____________ 877-511180 LTD 147 0 0 0 0 0 ____________ 877-511210 Longevity 2,180 3,134 3,579 2,812 2,649 3,597 ____________ 877-511230 Certificate Allowance 0 1,110 1,123 1,540 1,890 622 ____________ 877-511310 FICA - Employer 19,313 28,246 30,018 21,705 28,418 35,364 ____________ 877-511350 TMRS-Employer 42,336 59,568 64,283 42,808 59,493 75,767 ____________ 877-511410 Health-Employer 38,871 61,064 68,254 56,482 69,966 100,907 ____________ 877-511500 Workers' Compensation 3,201 4,458 5,374 4,972 4,972 7,455 ____________ TOTAL Personnel Services 369,660 532,884 560,458 424,141 534,332 681,919 Supplies 877-521000 Operating Supplies 7,553 3,480 9,500 6,435 10,000 11,760 ____________ 877-521005 Supplies - Inspection Sticker 2,537 2,409 0 0 0 0 ____________ 877-521100 Office Supplies 578 556 700 337 700 490 ____________ 877-521200 Oil Lube Suppl, Chem Supplies 13,915 14,304 20,100 7,311 10,000 17,640 ____________ 877-521300 Motor Veh. Supplies 172,141 144,427 203,078 158,391 180,000 179,340 ____________ 877-521600 Equip Maint Supplies 239 939 1,500 1,488 2,000 2,450 ____________ TOTAL Supplies 196,962 166,116 234,878 173,962 202,700 211,680 City Support Services 877-532400 Computer Fees & Licenses 5,517 2,497 4,700 4,689 5,000 13,720 ____________ TOTAL City Support Services 5,517 2,497 4,700 4,689 5,000 13,720 Utility Services 877-533500 Vehicle Fuel 5,731 8,518 11,500 6,406 8,000 11,760 ____________ TOTAL Utility Services 5,731 8,518 11,500 6,406 8,000 11,760 Operations Support 877-534200 Printing & Binding 0 0 0 0 0 0 ____________ 877-534800 Temporary Empl. Services 0 0 0 21,824 20,000 0 ____________ TOTAL Operations Support 0 0 0 21,824 20,000 0 Staff Support 877-535100 Uniforms 8,139 3,572 5,000 2,938 8,000 7,840 ____________ 877-535200 Awards 150 0 500 466 1,000 0 ____________ 877-535500 Training/Travel 2,223 12,069 24,000 10,552 24,000 29,400 ____________ 877-535510 Meeting Expenses 263 717 17 16 0 0 ____________ TOTAL Staff Support 10,775 16,358 29,517 13,973 33,000 37,240 XXXXX 139 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 56 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ City Assistance 877-537100 Medical Services 0 0 0 0 0 0 ____________ TOTAL City Assistance 0 0 0 0 0 0 Professional Services 877-541300 Other Professional Services 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 877-551000 Outside Fleet Repair 133,448 189,071 185,959 170,143 170,000 166,600 ____________ 877-551050 Outside Collision Repair 31,871 30,972 33,953 22,424 37,000 33,320 ____________ 877-551100 Building Maintenance 0 0 0 0 0 0 ____________ 877-551400 Minor & Other Equip Maint 0 0 0 0 0 0 ____________ 877-551800 Other Maintenance Agreements 3,862 12,136 28,000 12,744 28,000 27,440 ____________ TOTAL Maintenance Services 169,182 232,179 247,912 205,312 235,000 227,360 Rental/Leasing 877-561100 Rental-Equipment 0 0 0 0 0 0 ____________ 877-561200 Lease/Purchase Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 Operating Equipment 877-571200 Vehicles & Access. < $5,000 0 11,221 10,800 3,852 4,000 3,920 ____________ 877-571500 Operating Equipment 4,413 28,028 10,688 8,854 10,000 9,800 ____________ TOTAL Operating Equipment 4,413 39,249 21,488 12,706 14,000 13,720 Capital Outlay 877-581200 Vehicles & Access. Over $5,00 151,643 21,325 107,541 57,428 131,100 46,875 ____________ 877-581500 Equipment Over $5,000 0 6,350 88,117 44,895 89,900 0 ____________ 877-581700 Improvements Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 151,643 27,675 195,658 102,323 221,000 46,875 ________________________________________________________________________________________________________________________________________ TOTAL FLEET SERVICE 913,882 1,025,476 1,306,111 965,337 1,273,032 1,244,274 XXXXX 140 of 278 DEPARTMENT: PUBLIC WORKS DIVISION: 878 Facility Services FUND: 101 GENERAL FUND DEPARTMENT DESCRIPTION Facility Services supports and maintains 27 City facilities totaling 301.656 square feet. The City buildings include City Hall, Administration Building, Police, Emergency Services Buildings, Community Center Central, Community Center North, City Council Chambers, Civic Center, Public Library, Visitor Center (Kramer House), YMCA, Senior Center, Purchasing building, Public Works facility, Animal Control, Aquatic Center, various offices, meeting/training rooms, and storage areas. In addition, Facility Services provides set up for events such as Parks Events (Jubilee, Christmas Tree lighting, parades), Employee Memorial Ceremony, City Council, Planning and Zoning, various Boards and Commissions, Department meetings, Municipal Court, training seminars, elections, groundbreaking ceremonies, and other special events. GOALS AND OBJECTIVES • Deliver exceptional customer services. • Provide preventative maintenance to extend the life of facilities. • Maintain safe and clean facilities. 141 of 278 FACILITY SERVICES ORGANIZATION CHART FACILITY SERVICES 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Facility Services Manager 0 1 1 Assistant Facility Services Manager 1 1 1 Facility Services Supervisor 1 0 0 Facilities Leader 0 1 1 Facilities Technician 4 1 1 Grounds Maintenance Technician 1 1 1 HVAC Technician 1 1 1 HVAC Apprentice 1 1 1 Master Electrician 1 1 1 Electric Apprentice 0 1 1 Plumber 0 1 1 Plumber Apprentice 0 1 1 TOTAL POSITIONS 12 13 13 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance 142 of 278 FACILITY SERVICES PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Square footage maintained 301,656 301,656 301,656 City Buildings Maintained 27 27 27 Completed work orders 238 1560 1800 Internal Pest Control Services 22 35 41 Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Electrical Repairs 22 154 178 Plumbing Repairs 31 165 190 HVAC Repairs 27 93 107 Carpentry 17 161 188 Misc. / other 119 952 1095 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel $767,106 $782,826 $879,776 Supplies 57,240 158,750 158,785 City Support Services 355 0 0 Utility Services 185,012 173,000 189,140 Staff Support 11,542 18,400 18,620 Professional Services 94,954 190,000 193,904 Maintenance Services 517,295 683,000 419,440 Rental Equipment 0 500 490 Operating Equipment 2,861 3,500 3,920 Capital Outlay 27,266 26,033 92,500 Total $1,663,632 $2,036,009 $1,956,575 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget decreases 3.9% from the FY 2021-22 year-end estimates. Wage increases and vehicle replacements are offset by a lower budget for maintenance services. 143 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 57 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ BUILDING MAINTENANCE ==================== Personnel Services 878-511110 Regular 470,860 493,589 501,293 396,554 495,251 532,758 ____________ 878-511120 Overtime 21,467 12,605 26,336 8,830 11,000 26,996 ____________ 878-511180 LTD 329 0 0 0 0 0 ____________ 878-511210 Lonegevity 11,992 14,169 15,444 14,425 14,425 12,025 ____________ 878-511230 Certification Allowance 900 854 2,048 2,048 2,538 3,753 ____________ 878-511310 FICA-Employer 34,885 36,489 40,252 29,423 40,026 44,028 ____________ 878-511350 TMRS-Employer 81,438 84,631 89,184 63,316 83,793 94,330 ____________ 878-511410 Health-Employer 101,872 117,259 138,542 104,764 127,861 153,397 ____________ 878-511500 Workman's Compensation 4,857 7,510 8,573 7,932 7,932 12,489 ____________ TOTAL Personnel Services 728,601 767,106 821,672 627,291 782,826 879,776 Supplies 878-521000 Operating Supplies 52,228 53,044 103,342 62,361 128,000 124,240 ____________ 878-521100 Office Supplies 455 212 1,500 55 750 735 ____________ 878-521200 Medical/Chem Supplies 4,633 3,466 13,000 3,132 10,000 12,740 ____________ 878-521300 Motor Vehicle Supplies 0 0 500 0 500 0 ____________ 878-521315 Landscaping Supplies-Campus 0 0 15,000 6,019 18,000 19,600 ____________ 878-521600 Equip Maint Supplies 0 519 1,500 0 1,500 1,470 ____________ TOTAL Supplies 57,316 57,240 134,842 71,566 158,750 158,785 City Support Services 878-532400 Computer Fees & Licenses 100 355 5,000 0 0 0 ____________ TOTAL City Support Services 100 355 5,000 0 0 0 Utility Services 878-533100 Gas Utility Service 4,022 4,827 5,000 8,457 10,000 9,800 ____________ 878-533200 Electric Utility Service 111,192 119,019 118,000 90,235 100,000 115,640 ____________ 878-533310 Telephone/Cell Phones 22 0 0 0 0 0 ____________ 878-533410 Water Utility Service 60,302 52,465 55,000 34,958 50,000 53,900 ____________ 878-533500 Vehicle Fuel 6,602 8,700 13,000 11,134 13,000 9,800 ____________ TOTAL Utility Services 182,140 185,012 191,000 144,784 173,000 189,140 Operations Support 878-534800 Temporary Empl. Services 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Staff Support 878-535100 Uniforms 4,027 4,818 7,000 2,807 5,000 4,900 ____________ 878-535200 Awards 81 0 6,400 1,650 6,400 7,840 ____________ 878-535300 Memberships 373 156 0 0 0 0 ____________ 878-535500 Training/Travel 1,860 5,500 6,000 5,329 5,500 5,880 ____________ 878-535510 Meeting Expense 247 1,067 1,500 132 1,500 0 ____________ TOTAL Staff Support 6,588 11,542 20,900 9,919 18,400 18,620 XXXXX 144 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 58 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Professional Services 878-541300 Prof Services/Consultng ( 581) 0 0 0 0 0 ____________ 878-541310 Contractual Services 92,091 94,954 160,000 107,890 190,000 193,904 ____________ 878-541340 Temporary Staffing Services 0 0 0 0 0 0 ____________ TOTAL Professional Services 91,510 94,954 160,000 107,890 190,000 193,904 Maintenance Services 878-551100 Building Maint Misc 161,636 246,689 575,000 3,559 650,000 387,100 ____________ 878-551100.Builing Maint Misc - CH 0 7,619 0 824 0 0 ____________ 878-551100.Building Maint Misc - ADM 0 1,002 0 601 0 0 ____________ 878-551100.Building Maint Misc - COMM CT 0 346 0 514 0 0 ____________ 878-551100.Building Maint - C CHAMBERS 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - CIVIC C 42 2,630 0 740 0 0 ____________ 878-551100.Building Maint Misc - PD 853 415 0 0 0 0 ____________ 878-551100.Building Maint Misc - EMS1 158 577 0 0 0 0 ____________ 878-551100.Building Maint Misc - FD1 264 346 0 0 0 0 ____________ 878-551100.Building Maint Misc -EMS/PURC 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc -F&F/PARK 280 984 0 150 0 0 ____________ 878-551100.Building Maint Misc - 11CP 0 250 0 150 0 0 ____________ 878-551100.Building Maint Misc - PW 0 349 0 0 0 0 ____________ 878-551100.Building Maint Misc-CHAMBER C 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - SENIOR 658 766 0 0 0 0 ____________ 878-551100.Buildings Maint Misc -BORGFEL 0 1,121 0 0 0 0 ____________ 878-551100.Building Maint Misc - FD2 0 437 0 0 0 0 ____________ 878-551100.Building Maint Misc - EMS4 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - LIB 2,140 1,883 0 4,461 0 0 ____________ 878-551100.Building Maint Misc - YMCA 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - SOCCER 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - NORTHC 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - AAC 196 0 0 0 0 0 ____________ 878-551100.Building Maint Misc -AQUATIC 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc-PICKRELL 0 349 0 0 0 0 ____________ 878-551100.Building Maint Misc-S PLAYSCP 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - WENDY S 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - 27CP 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - FD3 0 565 0 0 0 0 ____________ 878-551100.Building Maint Misc - EMS2 0 0 0 0 0 0 ____________ 878-551100.Building Maint Misc - BUNKER 600 0 0 0 0 0 ____________ 878-551110 Sitework - Misc. 0 0 0 0 0 0 ____________ 878-551110.Sitework - CH 0 0 0 0 0 0 ____________ 878-551110.Sitework - ADM 0 0 0 0 0 0 ____________ 878-551110.Sitework - COMM CTR 0 0 0 0 0 0 ____________ 878-551110.Sitework - C CHAMBERS 0 0 0 0 0 0 ____________ 878-551110.Sitework - CIVIC C 0 121 0 0 0 0 ____________ 878-551110.Sitework - PD 0 0 0 0 0 0 ____________ 878-551110.Sitework - EMS1 0 0 0 0 0 0 ____________ 878-551110.Sitework - FD1 0 0 0 0 0 0 ____________ 878-551110.Sitework - EMS/PURCH 0 0 0 0 0 0 ____________ 878-551110.Sitework - F&F/PARKS 0 0 0 0 0 0 ____________ XXXXX 145 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 59 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551110.Sitework - 11CP 0 0 0 0 0 0 ____________ 878-551110.Sitework - PW 0 0 0 0 0 0 ____________ 878-551110.Sitework - CHAMBER CM 0 0 0 0 0 0 ____________ 878-551110.Sitework - SENIOR C 0 0 0 0 0 0 ____________ 878-551110.Sitework - BORGFELD 0 0 0 0 0 0 ____________ 878-551110.Sitework - FD2 1,195 1,742 0 0 0 0 ____________ 878-551110.Sitework - EMS4 0 0 0 0 0 0 ____________ 878-551110.Sitework - LIB 4,608 0 0 0 0 0 ____________ 878-551110.Sitework - YMCA 2,500 0 0 1,174 0 0 ____________ 878-551110.Sitework - SOCCER C 0 0 0 0 0 0 ____________ 878-551110.Sitework - NORTHC C 0 0 0 0 0 0 ____________ 878-551110.Sitework - AAC 0 0 0 40,000 0 0 ____________ 878-551110.Sitework - AQUATIC C 0 0 0 0 0 0 ____________ 878-551110.Sitework - PICKRELL P 0 0 0 0 0 0 ____________ 878-551110.Sitework - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551110.Sitework - WENDY SP 0 0 0 0 0 0 ____________ 878-551110.Sitework - 27CP 0 0 0 0 0 0 ____________ 878-551110.Sitework - FD3 0 0 0 0 0 0 ____________ 878-551110.Sitework - EMS2 0 0 0 0 0 0 ____________ 878-551110.Sitework - BUNKER 0 0 0 0 0 0 ____________ 878-551120 Roofing - Misc. 0 0 0 0 0 0 ____________ 878-551120.Roofing - CH 4,029 0 0 0 0 0 ____________ 878-551120.Roofing - ADM 0 275 0 0 0 0 ____________ 878-551120.Roofing - COMM CTR 0 0 0 0 0 0 ____________ 878-551120.Roofing - C CHAMBERS 0 0 0 0 0 0 ____________ 878-551120.Roofing - CIVIC C 0 0 0 0 0 0 ____________ 878-551120.Roofing - PD 0 0 0 0 0 0 ____________ 878-551120.Roofing - EMS1 0 0 0 0 0 0 ____________ 878-551120.Roofing - FD1 0 625 0 0 0 0 ____________ 878-551120.Roofing - EMS/PURCH 0 0 0 0 0 0 ____________ 878-551120.Roofing - F&F/ PARKS 0 0 0 0 0 0 ____________ 878-551120.Roofing - 11CP 0 0 0 0 0 0 ____________ 878-551120.Roofing - PW 0 0 0 0 0 0 ____________ 878-551120.Roofing - CHAMBER CM 0 225 0 0 0 0 ____________ 878-551120.Roofing - SENIOR C 0 0 0 0 0 0 ____________ 878-551120.Roofing - BORGFELD 0 2,760 0 0 0 0 ____________ 878-551120.Roofing - FD2 0 0 0 0 0 0 ____________ 878-551120.Roofing - EMS4 0 0 0 425 0 0 ____________ 878-551120.Roofing - LIB 0 0 0 0 0 0 ____________ 878-551120.Roofing - YMCA 0 2,350 0 2,650 0 0 ____________ 878-551120.Roofing - SOCCER C 0 3,025 0 0 0 0 ____________ 878-551120.Roofing - NORTHC C 0 0 0 0 0 0 ____________ 878-551120.Roofing - AAC 0 0 0 0 0 0 ____________ 878-551120.Roofing - AQUATIC C 0 0 0 0 0 0 ____________ 878-551120.Roofing - PICKRELL P 0 0 0 0 0 0 ____________ 878-551120.Roofing - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551120.Sitework - WENDY SP 0 0 0 0 0 0 ____________ 878-551120.Roofing - 27CP 0 0 0 0 0 0 ____________ 878-551120.Roofing - FD3 0 0 0 0 0 0 ____________ 878-551120.Roofing - EMS2 0 0 0 0 0 0 ____________ XXXXX 146 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 60 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551120.Roofing - BUNKER 0 0 0 0 0 0 ____________ 878-551130 Plumbing - Misc. 62 2,304 0 420 0 0 ____________ 878-551130.Plumbing - CH 0 893 0 0 0 0 ____________ 878-551130.Plumbing - ADM 1,638 3,019 0 0 0 0 ____________ 878-551130.Plumbing - COMM CTR 215 2,348 0 1,574 0 0 ____________ 878-551130.Plumbing - C CHAMBERS 0 0 0 0 0 0 ____________ 878-551130.Plumbing - CIVIC C 0 2,193 0 716 0 0 ____________ 878-551130.Plumbing - PD 1,510 1,832 0 334 0 0 ____________ 878-551130.Plumbing - EMS1 290 1,570 0 851 0 0 ____________ 878-551130.Plumbing - FD1 0 986 0 3,575 0 0 ____________ 878-551130.Plumbing - EMS/PURCH 0 0 0 0 0 0 ____________ 878-551130.Plumbing - F&F/PARKS 0 187 0 0 0 0 ____________ 878-551130.Plumbing - 11CP 132 2,260 0 152 0 0 ____________ 878-551130.Plumbing - PW 0 2,824 0 179 0 0 ____________ 878-551130.Plumbing - CHAMBER CM 0 0 0 0 0 0 ____________ 878-551130.Plumbing - SENIOR C 217 0 0 845 0 0 ____________ 878-551130.Plumbing - BORGFELD 0 0 0 0 0 0 ____________ 878-551130.Plumbing - FD2 921 1,711 0 8,335 0 0 ____________ 878-551130.Plumbing - EMS4 6 0 0 522 0 0 ____________ 878-551130.Plumbing - LIB 9,830 1,113 0 1,002 0 0 ____________ 878-551130.Plumbing - YMCA 1,683 0 0 0 0 0 ____________ 878-551130.Plumbing - SOCCER C 0 0 0 0 0 0 ____________ 878-551130.Plumbing - NORTHC C 0 113 0 0 0 0 ____________ 878-551130.Plumbing - AAC 700 4,233 2,000 2,152 0 0 ____________ 878-551130.Plumbing - AQUATIC C 0 11,676 0 0 0 0 ____________ 878-551130.Plumbing - PICKRELL P 0 0 0 411 0 0 ____________ 878-551130.Plumbing - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551130.Plumbing - WENDY SP 0 0 0 0 0 0 ____________ 878-551130.Plumbing - 27CP 0 0 0 2,350 0 0 ____________ 878-551130.Plumbing - FD3 0 247 0 412 0 0 ____________ 878-551130.Plumbing - EMS2 0 0 0 0 0 0 ____________ 878-551130.Plumbing - BUNKER 0 0 0 0 0 0 ____________ 878-551140 Electric - Misc. 9,846 1,722 0 3,010 0 0 ____________ 878-551140.Electric - CH 491 8,480 0 128 0 0 ____________ 878-551140.Electric - ADM 193 46 0 133 0 0 ____________ 878-551140.Electric - COMM CTR 0 560 0 0 0 0 ____________ 878-551140.Electric - C CHAMBERS 0 34 0 194 0 0 ____________ 878-551140.Electric - CIVIC C 1,318 1,027 0 1,035 0 0 ____________ 878-551140.Electric - PD 538 1,205 0 242 0 0 ____________ 878-551140.Electric - EMS1 210 1,546 0 240 0 0 ____________ 878-551140.Electric - FD1 446 1,537 0 1,201 0 0 ____________ 878-551140.Electric - EMS/PURCH 711 10 0 0 0 0 ____________ 878-551140.Electric - F&F/PARKS 168 0 0 228 0 0 ____________ 878-551140.Electric - 11CP 1,966 219 0 0 0 0 ____________ 878-551140.Electric - PW 25 675 0 1,761 0 0 ____________ 878-551140.Electric - CHAMBER CM 0 9 0 0 0 0 ____________ 878-551140.Electric - SENIOR C 0 0 0 0 0 0 ____________ 878-551140.Electric - BORGFELD 0 0 0 0 0 0 ____________ 878-551140.Electric - FD2 347 465 0 485 0 0 ____________ 878-551140.Electric - EMS4 72 0 0 3,032 0 0 ____________ XXXXX 147 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 61 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551140.Electric - LIB 9,292 1,857 0 253 0 0 ____________ 878-551140.Electric - YMCA 424 0 0 77 0 0 ____________ 878-551140.Electric - SOCCER C 0 0 0 0 0 0 ____________ 878-551140.Electric - NORTHC C 0 0 0 0 0 0 ____________ 878-551140.Electric - AAC 28 653 0 907 0 0 ____________ 878-551140.Electric - AQUATIC C 0 382 0 0 0 0 ____________ 878-551140.Electric - PICKRELL P 0 0 0 419 0 0 ____________ 878-551140.Electric - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551140.Electric - WENDY SP 0 0 0 0 0 0 ____________ 878-551140.Electric - 27CP 0 0 0 905 0 0 ____________ 878-551140.Electric - FD3 181 50 0 265 0 0 ____________ 878-551140.Electric - EMS2 0 0 0 0 0 0 ____________ 878-551140.Electric - BUNKER 0 0 0 0 0 0 ____________ 878-551150 HVAC - Misc. 2,744 10,038 0 6,728 0 0 ____________ 878-551150.HVAC - CH 0 818 0 0 0 0 ____________ 878-551150.HVAC - ADM 0 2,798 0 0 0 0 ____________ 878-551150.HVAC - COMM CTR 0 0 0 410 0 0 ____________ 878-551150.HVAC - C CHAMBERS 0 935 0 192 0 0 ____________ 878-551150.HVAC - CIVIC C 5,822 4,048 0 0 0 0 ____________ 878-551150.HVAC - PD 644 593 0 10,792 0 0 ____________ 878-551150.HVAC - EMS1 523 22,307 0 500 0 0 ____________ 878-551150.HVAC - FD1 0 38,654 0 66 0 0 ____________ 878-551150.HVAC - EMS/PURCH 0 0 0 0 0 0 ____________ 878-551150.HVAC - F&F/PARKS 0 0 0 0 0 0 ____________ 878-551150.HVAC - 11CP 464 162 0 0 0 0 ____________ 878-551150.HVAC - PW 0 2,093 0 0 0 0 ____________ 878-551150.HVAC - CHAMBER CM 0 0 0 0 0 0 ____________ 878-551150.HVAC - SENIOR C 0 0 0 15,080 0 0 ____________ 878-551150.HVAC - BORGFELD 0 0 0 0 0 0 ____________ 878-551150.HVAC - FD2 0 8,027 0 8,113 0 0 ____________ 878-551150.HVAC - EMS4 395 0 0 0 0 0 ____________ 878-551150.HVAC - LIB 1,074 1,227 0 1,351 0 0 ____________ 878-551150.HVAC - YMCA 331 2,735 0 0 0 0 ____________ 878-551150.HVAC - SOCCER C 0 0 0 0 0 0 ____________ 878-551150.HVAC - NORTHC C 0 0 0 15,500 0 0 ____________ 878-551150.HVAC - AAC 3,077 4,072 0 0 0 0 ____________ 878-551150.HVAC - AQUATIC C 15,406 2,020 0 0 0 0 ____________ 878-551150.HVAC - PICKRELL P 0 0 0 0 0 0 ____________ 878-551150.HVAC - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551150.HVAC - WENDY SP 0 0 0 0 0 0 ____________ 878-551150.HVAC - 27CP 0 0 0 0 0 0 ____________ 878-551150.HVAC - FD3 199 0 0 0 0 0 ____________ 878-551150.HVAC - EMS2 0 0 0 0 0 0 ____________ 878-551150.HVAC - BUNKER 0 0 0 0 0 0 ____________ 878-551160 Windows, Doors - Misc. 0 55 0 1,408 0 0 ____________ 878-551160.Windows, Doors - CH 0 220 0 0 0 0 ____________ 878-551160.Windows, Doors - ADM 404 721 0 0 0 0 ____________ 878-551160.Windows, Doors - COMM CTR 0 26 0 0 0 0 ____________ 878-551160.Windows, Doors - C CHAMBERS 0 106 0 0 0 0 ____________ 878-551160.Windows, Doors - CIVIC C 429 1,247 0 615 0 0 ____________ XXXXX 148 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 62 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551160.Windows, Doors - PD 1,176 9,114 0 2,204 0 0 ____________ 878-551160.Windows, Doors - EMS1 1,523 2,900 0 3,861 0 0 ____________ 878-551160.Windows, Doors - FD1 602 3,544 0 5,772 0 0 ____________ 878-551160.Windows, Doors - EMS/PURCH 235 0 0 0 0 0 ____________ 878-551160.Windows, Doors - F&F/PARKS 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - 11CP 2,223 76 0 0 0 0 ____________ 878-551160.Windows, Doors - PW 280 0 0 0 0 0 ____________ 878-551160.Windows, Doors - CHAMBER CM 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - SENIOR C 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - BORGFELD 0 283 0 0 0 0 ____________ 878-551160.Windows, Doors -FD2 277 5,579 0 3,917 0 0 ____________ 878-551160.Windows, Doors - EMS4 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - LIB 1,509 3,663 0 0 0 0 ____________ 878-551160.Windows, Doors - YMCA 0 3,014 0 0 0 0 ____________ 878-551160.Windows, Doors - SOCCER C 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - NORTHC C 0 11 0 0 0 0 ____________ 878-551160.Windows, Doors - AAC 186 1,122 0 0 0 0 ____________ 878-551160.Windows, Doors - AQUATIC C 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - PICKRELL P 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - WENDY SP 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - 27CP 0 21 0 81 0 0 ____________ 878-551160.Windows, Doors - FD3 0 419 0 2,325 0 0 ____________ 878-551160.Windows, Doors - EMS2 0 0 0 0 0 0 ____________ 878-551160.Windows, Doors - BUNKER 0 0 0 0 0 0 ____________ 878-551170 Finishes - Misc. 0 ( 2) 0 0 0 0 ____________ 878-551170.Finishes - CH 5,466 400 0 0 0 0 ____________ 878-551170.Finishes - ADM 1,055 5,277 0 4,815 0 0 ____________ 878-551170.Finishes - COMM CTR 0 4,556 0 0 0 0 ____________ 878-551170.Finishes - C CHAMBERS 0 1,200 0 24,417 0 0 ____________ 878-551170.Finishes - CIVIC C 1,140 640 0 3,058 0 0 ____________ 878-551170.Finishes - PD 22,125 60 0 1,229 0 0 ____________ 878-551170.Finishes - EMS1 17,926 19 0 0 0 0 ____________ 878-551170.Finishes - FD1 0 0 0 0 0 0 ____________ 878-551170.Finishes - EMS/PURCH 0 2,470 0 0 0 0 ____________ 878-551170.Finishes - F&F/PARKS 379 0 0 0 0 0 ____________ 878-551170.Finishes - 11CP 1,432 660 0 0 0 0 ____________ 878-551170.Finishes - PW 259 1,033 0 52 0 0 ____________ 878-551170.Finishes - CHAMBER CM 0 0 0 22 0 0 ____________ 878-551170.Finishes - SENIOR C 0 0 0 0 0 0 ____________ 878-551170.Finishes - BORGFELD 0 0 0 0 0 0 ____________ 878-551170.Finishes - FD2 182 805 0 0 0 0 ____________ 878-551170.Finishes - EMS4 0 0 0 0 0 0 ____________ 878-551170.Finishes - LIB 0 0 0 322 0 0 ____________ 878-551170.Finishes - YMCA 0 0 0 0 0 0 ____________ 878-551170.Finishes - SOCCER C 0 0 0 0 0 0 ____________ 878-551170.Finishes - NORTHC C 0 0 0 0 0 0 ____________ 878-551170.Finishes - AAC 45 168 0 0 0 0 ____________ 878-551170.Finishes - AQUATIC C 0 0 0 0 0 0 ____________ 878-551170.Finishes - PICKRELL P 0 0 0 0 0 0 ____________ XXXXX 149 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 63 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 INTERNAL SERVICE EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 878-551170.Finishes - S PLAYSCPE 0 0 0 0 0 0 ____________ 878-551170.Finishes - WENDY SP 0 0 0 0 0 0 ____________ 878-551170.Finishes - 27CP 0 0 0 0 0 0 ____________ 878-551170.Finishes - FD3 0 0 0 0 0 0 ____________ 878-551170.Finishes - EMS2 0 0 0 0 0 0 ____________ 878-551170.Finishes - BUNKER 0 0 0 0 0 0 ____________ 878-551400 Minor & Other Equip Maint 3,692 0 0 320 0 0 ____________ 878-551800 Other Maintenance Agreements 15,897 29,925 38,800 23,228 33,000 32,340 ____________ 878-551810 Maintenance Agr - Radios 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 331,736 517,295 615,800 229,971 683,000 419,440 Rental/Leasing 878-561100 Rental-Equipment 767 0 500 0 500 490 ____________ TOTAL Rental/Leasing 767 0 500 0 500 490 Operating Equipment 878-571200 Vehicles & Access. Less $5,00 5,758 0 0 0 0 0 ____________ 878-571600 Police/Fire/Medical Equipment 150 0 5,000 350 2,500 3,430 ____________ 878-571700 Improvement Under $5,000 0 0 0 0 0 0 ____________ 878-571800 Equipment Less $5,000 650 2,861 1,000 0 1,000 490 ____________ TOTAL Operating Equipment 6,558 2,861 6,000 350 3,500 3,920 Capital Outlay 878-581200 Vehicles & Access. Over $5,00 26,694 27,266 32,000 26,033 26,033 92,500 ____________ 878-581700 Improvements Over $5,000 0 0 0 0 0 0 ____________ 878-581800 Equipment Over $5,000 0 0 10,625 0 0 0 ____________ TOTAL Capital Outlay 26,694 27,266 42,625 26,033 26,033 92,500 ________________________________________________________________________________________________________________________________________ TOTAL BUILDING MAINTENANCE 1,432,009 1,663,632 1,998,339 1,217,804 2,036,009 1,956,575 ________________________________________________________________________________________________________________________________________ TOTAL INTERNAL SERVICE 5,705,803 6,808,023 7,722,891 5,718,488 7,646,072 8,078,642 XXXXX 150 of 278 DEPARTMENT: 901 CITY ASSISTANCE FUND: 101 GENERAL FUND DEPARTMENTAL DESCRIPTION The Senior Center is supported by contracting with the YMCA for programing and a vendor to support the meal program. The Senior Center provides a social environment for the local area seniors and a hot meal for them to enjoy. The Patient Assistance program is an Interlocal Agreement between the City of Schertz and Guadalupe Valley Hospital. The Hospital agrees to provide prescription medication free of charge or at a low cost to citizens of Schertz who qualify for assistance under established guidelines. The Hospital agrees to maintain a part-time intake and information office in Schertz. Prescriptions will be filled and administered at the Hospital’s Seguin facility. The City agrees to pay the hospital an agreed upon amount under the yearly contract. The Hospital agrees to provide written reports to the City and to provide the City with the complete budget for the Hospital’s drug program. This contract is for $5,000. The City of Schertz also provides assistance to the Guadalupe Children’s Advocacy Center. The Center provides a warm, homelike environment for children who visit to be interviewed about physical or sexual abuse. The Children’s Advocacy Center’s primary emphasis is placed on the well-being of the child to prevent further trauma. This agreement is for $5,000 Transportation Assistance is provided through Alamo Regional Transit for senior citizens. Starting in 2016-17 the City has entered into a support agreement with the Schertz Housing Authority to provide assistance in their mission of helping those in need find suitable living spaces. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget City Assistance $290,617 $307,666 $326,013 Operating Equipment 0 10,000 9,800 Total $290,617 $317,666 $335,813 PROGRAM JUSTIFICATION & ANALYSIS The FY 2022-23 Budget will increase 5.7% from the FY 2021-22 year end estimate for the Senior Citizens meal program. 151 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 65 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ CITY'S ASSISTANCE ================= Utility Services 901-533200 Electric Utility Service 0 0 0 0 0 0 ____________ 901-533410 Water Utility Service 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 City Assistance 901-537300 Patient Assistence 5,000 5,000 5,000 5,000 5,000 4,900 ____________ 901-537400 Transportation Assistance 42,666 42,666 42,666 42,666 42,666 41,813 ____________ 901-537500 Children's Advocacy Assistanc 5,000 5,000 5,000 5,000 5,000 4,900 ____________ 901-537600 Schertz Housing Authority 5,000 5,000 5,000 0 5,000 4,900 ____________ 901-537700 Senior Citizens Program 225,974 232,951 275,000 169,915 250,000 269,500 ____________ TOTAL City Assistance 283,640 290,617 332,666 222,581 307,666 326,013 Operating Equipment 901-571600 Donation-Expense Sr. Center 4,322 0 10,000 0 10,000 9,800 ____________ TOTAL Operating Equipment 4,322 0 10,000 0 10,000 9,800 ________________________________________________________________________________________________________________________________________ TOTAL CITY'S ASSISTANCE 287,962 290,617 342,666 222,581 317,666 335,813 XXXXX 152 of 278 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 enhance security measure to the court room for the safety of staff and citizens. Currently the security fee will be used to offset a Deputy Marshal position which provides security for the Court. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Operating Equipment $11,770 $19,452 $12,740 Total $11,770 $19,452 $12,740 PROGRAM JUSTIFICAITON & ANALYSIS The FY 2022-23 Budget will decrease 34.5% from the FY 2021-22 estimate to match the projected revenue for 22-23. 153 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 67 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ COURT-RESTRICTED FUNDS ====================== Fund Charges/Transfers 910-548404.Transfer Out - Court Security 0 0 0 0 0 0 ____________ 910-548404.Transfer Out - Court Technolo 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Operating Equipment 910-571600 Court Technology Expenditure 0 11,770 19,452 5,985 19,452 12,740 ____________ 910-571700 Court Security Expenditure 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 11,770 19,452 5,985 19,452 12,740 ________________________________________________________________________________________________________________________________________ TOTAL COURT-RESTRICTED FUNDS 0 11,770 19,452 5,985 19,452 12,740 XXXXX 154 of 278 9-07-2022 10:06 AM C I T Y O F S C H E R T Z PAGE: 73 PROPOSED BUDGET WORKSHEET 101-GENERAL FUND AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ LIBRARY CAMPAIGN PROJECT ======================== Supplies 968-521000 Operating Cost-LibraryCapCamp 0 0 0 0 0 0 ____________ TOTAL Supplies 0 0 0 0 0 0 Professional Services 968-541300 Consulting-Library CapCampaig 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL LIBRARY CAMPAIGN PROJECT 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 4,287,962 2,616,394 2,292,230 733,977 2,267,230 1,198,553 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 34,501,919 38,190,165 41,490,208 31,450,858 42,957,088 44,376,036 =========== =========== =========== =========== =========== ============ ============ XXXXX 155 of 278 FUND: 505 INTEREST & SINKING FUND DESCRIPTION This fund is used to account for the accumulation of resources for and the payment of general long term debt principal and interest on city debt. The Interest & Sinking portion of the property taxes are directly deposited by the County Tax Assessor’s Office into this fund. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Taxes $7,102,016 $7,329,862 $7,696,355 Fund Transfers 7,915 2,737 814,143 Miscellaneous 126,592 136,118 175,750 Total $7,236,523 $7,468,717 $8,686,248 Expenses Professional Service $178,600 $84,000 84,000 Debt Service 6,756,465 6,502,457 8,602,248 Total $6,935,065 $6,586,457 $8,686,248 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenues for FY 2022-23 increase 16.3% from the FY 2021-22 estimate with higher property values. Expenses: The FY 2022-23 Budget will increase 31.9% from the FY 2021-22 year end estimate with the addition of new debt issuances. 156 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 6,714,516 7,102,016 7,329,862 7,146,125 7,329,862 7,696,355 ____________ Fund Transfers 0 7,915 0 2,737 2,737 814,143 ____________ Miscellaneous 94,896 126,592 105,000 79,288 136,118 175,750 ____________ TOTAL REVENUES 6,809,411 7,236,523 7,434,862 7,228,150 7,468,717 8,686,248 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ____________ TOTAL GENERAL GOVERNMENT 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ____________ TOTAL EXPENDITURES 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 REVENUE OVER/(UNDER) EXPENDITURES ( 216,308) 301,458 757,947 595,902 882,260 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 157 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411900 Property Tax Revenue 6,714,516 7,102,016 7,329,862 7,146,125 7,329,862 7,696,355 ____________ TOTAL Taxes 6,714,516 7,102,016 7,329,862 7,146,125 7,329,862 7,696,355 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 814,143 ____________ 000-486000.Transfer In SED for DebtSrvce 0 0 0 0 0 0 ____________ 000-486100 Transfer In 0 6,585 0 0 0 0 ____________ 000-486203 Transfer In-EMS (SR2003) 0 0 0 0 0 0 ____________ 000-486401 Transfer In -Bond Project Fun 0 1,330 0 2,737 2,737 0 ____________ TOTAL Fund Transfers 0 7,915 0 2,737 2,737 814,143 Miscellaneous 000-491000 Interest Earned 1,694 277 1,000 329 500 750 ____________ 000-491200 Investment Income 18,202 1,315 4,000 23,342 30,000 75,000 ____________ 000-495015 Contribution from SED 0 0 0 0 0 0 ____________ 000-495020 Contribution From YMCA 75,000 125,000 100,000 50,000 100,000 100,000 ____________ 000-497000 Misc Income 0 0 0 0 0 0 ____________ 000-498000 Proceeds From Refunding Debt 0 0 0 5,618 5,618 0 ____________ TOTAL Miscellaneous 94,896 126,592 105,000 79,288 136,118 175,750 ____________ TOTAL REVENUES 6,809,411 7,236,523 7,434,862 7,228,150 7,468,717 8,686,248 =========== =========== =========== =========== =========== ============ ============ XXXXX 158 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541500 Paying Agent 4,200 3,800 5,000 3,400 4,000 4,000 ____________ 101-541502 Cost of Bond Issuance 0 174,800 45,000 44,693 80,000 80,000 ____________ TOTAL Professional Services 4,200 178,600 50,000 48,093 84,000 84,000 Debt Service 101-555550 Capital Leases - Principal 0 0 0 0 0 0 ____________ 101-555550.Capital Leases - Interest 0 0 0 0 0 0 ____________ 101-555629 Bond-GO 2007 Principal 315,000 325,000 340,000 340,000 340,000 355,000 ____________ 101-555629.Bond-GO 2007 Interest 111,468 98,579 85,267 85,151 85,267 71,123 ____________ 101-555633 Bond-GO SR2011 Principal 260,000 270,000 0 0 0 0 ____________ 101-555633.Bond-GO SR2011 Interest 308,888 6,750 0 0 0 0 ____________ 101-555634 Bond-GO 2011A Refund-Principa 475,000 485,000 0 0 0 0 ____________ 101-555634.Bond-GO 2011A Refund-Interest 63,428 5,462 0 0 0 0 ____________ 101-555635 Bond-GO 2012 - Principal 355,000 365,000 375,000 375,000 375,000 0 ____________ 101-555635.Bond-GO 2012 - Interest 149,170 138,370 128,677 4,219 4,219 0 ____________ 101-555638 Bond-GO 2014 Refund-Principal 100,000 100,000 750,000 750,000 750,000 775,000 ____________ 101-555638.Bond-GO 2014 Refund-Interest 283,775 280,775 268,025 268,025 268,025 245,150 ____________ 101-555639 Tax Note - SR2015 - Principal 35,000 40,000 0 0 0 0 ____________ 101-555639.Tax Note - SR2015 - Interest 1,308 694 0 0 0 0 ____________ 101-555640 Bond-Ref 2015 Bond-Principal 675,000 690,000 0 0 0 0 ____________ 101-555640.Bond-GO Ref 2015-Interest 66,188 47,400 37,050 37,050 37,050 37,050 ____________ 101-555641 Tax Note - SR2015A-Principal 150,000 150,000 155,000 155,000 155,000 0 ____________ 101-555641.Tax Note - SR2015A - Interest 7,007 4,697 2,387 2,387 2,387 0 ____________ 101-555642 Bond-GO SR2016-Principal 225,000 235,000 245,000 245,000 245,000 255,000 ____________ 101-555642.Bond-GO SR2016-Interest 150,406 141,206 131,607 131,606 131,607 121,606 ____________ 101-555643 Bond-TaxableB CO SR2016-Princ 60,000 60,000 60,000 60,000 60,000 65,000 ____________ 101-555643.Bond-Taxable CO SR2016-Intere 43,863 42,063 40,263 40,263 40,263 38,388 ____________ 101-555644 Bond-NonTaxA CO SR2016-Princi 180,000 190,000 195,000 195,000 195,000 205,000 ____________ 101-555644.Bond-NonTax CO SR2016-Interes 55,569 48,169 40,469 40,469 40,469 32,469 ____________ 101-555645 Bond-CO SR2017-Principal 290,000 295,000 420,000 305,000 420,000 315,000 ____________ 101-555645.Bond-CO SR2017 - Interest 130,475 121,700 114,425 112,700 114,425 103,400 ____________ 101-555646 Bond-GO SR2017 - Principal 155,000 160,000 165,000 165,000 165,000 170,000 ____________ 101-555646.Bond-GO SR2017 - Interest 109,650 104,925 100,050 100,050 100,050 95,025 ____________ 101-555647 Bond-GO 2018 Refund- Principa 560,000 570,000 585,000 585,000 585,000 595,000 ____________ 101-555647.Bond-GO 2018 Refund - Interes 110,346 98,368 86,125 86,125 86,125 73,617 ____________ 101-555648 Bond-CO SR2018 - Principal 220,000 235,000 245,000 245,000 245,000 260,000 ____________ 101-555648.Bond-CO 2018 - Interest 187,263 175,888 163,888 163,888 163,888 151,263 ____________ 101-555649 Bond-GO 2018 Ref - Principal 580,000 530,000 185,000 185,000 185,000 205,000 ____________ 101-555649.Bond-GO 2018 Ref - Interest 227,444 199,694 181,819 181,819 181,819 172,069 ____________ 101-555650 Bond-CO 2019-Principal 250,000 255,000 265,000 265,000 265,000 275,000 ____________ 101-555650.Bond-CO 2019-Interest 130,275 122,700 114,900 114,900 114,900 106,800 ____________ 101-555651 Bond-GO 2020-Principal 0 0 935,000 935,000 935,000 960,000 ____________ 101-555651.Bond-GO 2020-Interest 0 164,027 211,963 211,963 211,963 174,063 ____________ 101-555652 Bond-GO 2021 Ref - Principal 0 0 0 0 0 350,000 ____________ 101-555652.Bond-GO 2021 Ref - Interest 0 0 0 98,850 0 124,800 ____________ 101-555653 Bond-CO 2022 - Principal 0 0 0 0 0 175,000 ____________ XXXXX 159 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 505-TAX I &S AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 101-555653.Bond-CO 2022 - Interest 0 0 0 99,692 0 166,525 ____________ 101-555654 Bond-CO 2022A - Principal 0 0 0 0 0 595,000 ____________ 101-555654.Bond-CO 2022A - Interest 0 0 0 0 0 0 ____________ 101-555655 Bond-GO 2022 - Principal 0 0 0 0 0 1,333,900 ____________ 101-555655.Bond-GO 2022 - Interest 0 0 0 0 0 0 ____________ 101-555800 Bond Premium 0 0 0 0 0 0 ____________ 101-555900 Debt Service 0 0 0 0 0 0 ____________ TOTAL Debt Service 7,021,520 6,756,465 6,626,915 6,584,155 6,502,457 8,602,248 Other Financing Sources 101-556300 Payment To Refund Debt 0 0 0 0 0 0 ____________ TOTAL Other Financing Sources 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 7,025,720 6,935,065 6,676,915 6,632,248 6,586,457 8,686,248 =========== =========== =========== =========== =========== ============ ============ XXXXX 160 of 278 FUND: 202 WATER & SEWER DESCRIPTION The Water & Sewer Fund tracks revenue and expenses for the City’s water, sewer, and solid waste functions and is managed by the Public Works Department. Staff is responsible for the planning, operation, and maintenance of the water and wastewater service and infrastructure. This includes the water distribution system, wastewater collection system, and utility billing office. The City’s wholesaler for water production and transport is the Schertz-Seguin Local Government Corporation. Wastewater treatment is handled by the Cibolo Creek Municipal Authority. Garbage collection is handled by Republic Services. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenues Franchises $296,913 $400,000 $400,000 Fees 25,922,940 27,455,000 27,487,000 Fund Transfers 171,404 435,000 150,000 Miscellaneous 5,616,906 373,236 448,858 Total $32,008,163 $28,663,236 $28,485,858 Expenses Non-Departmental $2,405,230 $0 $0 Business Office 1,088,932 1,214,937 1,281,787 W&S Administration 27,262,779 24,320,087 25,568,450 Projects 0 570,000 0 Total $30,756,941 $26,105,024 $26,850,237 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are expected to decrease 0.6% from the FY 2021-22 year-end estimate increase is fees are offset by lower fund transfers. Expenses: The FY 2022-23 Budget increases 2.9% from the FY 2021-22 year-end estimates. 161 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Franchises 000-421490 Cell Tower Leasing 272,118 296,913 304,487 360,419 400,000 400,000 ____________ TOTAL Franchises 272,118 296,913 304,487 360,419 400,000 400,000 Permits 000-432400 Development Permit 0 0 0 0 0 0 ____________ 000-436010 Network Nodes 3,000 0 0 0 0 0 ____________ TOTAL Permits 3,000 0 0 0 0 0 Fees 000-455200 Garbage Collection Fee 5,220,775 5,157,312 5,300,000 4,657,809 5,340,000 5,300,000 ____________ 000-455600 Fire Line Fees 0 0 0 0 0 22,000 ____________ 000-455700 Recycle Fee Revenue 335,561 333,131 345,000 288,627 345,000 340,000 ____________ 000-455800 W&S Line Constructn Reimbur 30,995 26,565 25,000 11,191 25,000 25,000 ____________ 000-457100 Sale of Water 12,343,795 11,566,510 12,600,000 10,347,539 12,600,000 12,600,000 ____________ 000-457110 Edwards Water Lease 55,616 26,700 40,000 0 0 40,000 ____________ 000-457120 Water Transfer Charge-Selma 17,169 13,882 30,000 0 0 15,000 ____________ 000-457130 Water Transfer Charge-UC 0 0 0 0 0 0 ____________ 000-457140 Water Transfer Charge-Convers 0 0 0 0 0 0 ____________ 000-457200 Sale of Meters 110,222 95,185 120,000 61,035 90,000 100,000 ____________ 000-457400 Sewer Charges 8,154,074 8,608,375 8,770,000 7,680,052 8,800,000 8,800,000 ____________ 000-457500 Water Penalties 132,355 52,254 250,000 261,357 250,000 240,000 ____________ 000-458000 Sales of General Fixed Assets 0 0 0 0 0 0 ____________ 000-458110 Sale of Merchandise - GovDeal 0 41,000 2,500 0 2,500 2,500 ____________ 000-458300 Sale of Property/Auction 0 0 0 0 0 0 ____________ 000-458400 Building Rental Fee 0 0 0 0 0 0 ____________ 000-459200 NSF Check Fee-Water&Sewer 3,025 2,025 2,500 2,250 2,500 2,500 ____________ TOTAL Fees 26,403,587 25,922,940 27,485,000 23,309,859 27,455,000 27,487,000 Fund Transfers 000-486000 Transfer In - Reserves 0 0 91,000 0 0 0 ____________ 000-486100 Transfer In 0 0 0 0 0 0 ____________ 000-486101 Transfer In-General Fund 0 0 285,000 0 285,000 0 ____________ 000-486102 Transfer In-Equipment Replace 0 0 0 0 0 0 ____________ 000-486103 Transfer In-Vehicle Replacemn 0 0 0 0 0 0 ____________ 000-486204 Interfnd Chrg-Drainage Billin 146,400 146,400 150,000 125,000 150,000 150,000 ____________ 000-486406 Transfer In - Pblc Imprvmnt 0 25,004 0 0 0 0 ____________ 000-486411 Transfer In-Capital Recovery 0 0 0 0 0 0 ____________ 000-486431 Transfer In-Cap Rcvry-Rdwys F 0 0 0 0 0 0 ____________ 000-486432 Transfer In-Cap Rcvry-Rdwys F 0 0 0 0 0 0 ____________ 000-486433 Transfer In-Cap Rcvry-Rdwys F 0 0 0 0 0 0 ____________ 000-486434 Transfer In-Vap Rcvry-Rdwys F 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 146,400 171,404 526,000 125,000 435,000 150,000 Miscellaneous 000-490000 Misc Charges 6,012 15,964 10,500 10,055 10,500 10,500 ____________ 000-491000 Interest Earned 22,693 8,479 20,000 15,512 12,000 25,000 ____________ 000-491200 Investment Income 143,787 30,912 90,000 28,874 35,000 100,000 ____________ XXXXX 162 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 000-493130 Library donations 0 0 0 0 0 0 ____________ 000-493400 Donations-Christmas Activitie 0 0 0 0 0 0 ____________ 000-494495 Other Financing-Capital Lease 0 0 0 0 0 0 ____________ 000-495013 Capital Contribution-W&S 292,408 5,243,820 0 0 0 0 ____________ 000-496000 Water Construction Reserve Ac 1 0 0 0 0 0 ____________ 000-496050 SSLG - SAWS RESERVATION 0 0 0 0 0 0 ____________ 000-497000 Misc Income-W&S 2,963,406 66,295 25,000 2,953 18,000 18,000 ____________ 000-497550 TML Re-imbursements 0 0 0 0 0 0 ____________ 000-498100 Reimbursmnt-EMS Loan 0 0 0 0 0 0 ____________ 000-498110 Salary Reimb-SSLGC 150,614 251,437 297,736 309,557 297,736 295,358 ____________ 000-498200 Reimbursmnt-W&S Project 0 0 0 0 0 0 ____________ 000-498300 Reimbumnt-City Property 0 0 0 0 0 0 ____________ 000-499100 Distribution- GSE Bond Settln 0 0 0 ( 0) 0 0 ____________ TOTAL Miscellaneous 3,578,921 5,616,906 443,236 366,950 373,236 448,858 ____________ TOTAL REVENUES 30,404,026 32,008,163 28,758,723 24,162,229 28,663,236 28,485,858 =========== =========== =========== =========== =========== ============ ============ XXXXX 163 of 278 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 164 of 278 UTILITY BILLING ORGANIZATIONAL CHART UTILITY BILLING 2020-21 2021-22 2022-23 Utility Billing Manager 1 1 1 Utility Billing Asst. Manager 1 1 1 Utility Billing Clerk II 2 0 0 Utility Billing Clerk 2 4 5 Meter Tech 2 3 2 Meter Tech II 1 0 0 TOTAL POSITIONS 9 9 9 City Manager City Manager Finance Utility Billing Municipal Court 165 of 278 UTILITY BILLING Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel Services $504,675 $538,555 $568,896 Supplies 146,984 182,100 210,391 City Support Services 33,151 37,262 70,000 Utility Services 10,787 9,800 11,500 Operations Support 112,212 118,500 120,000 Staff Support 3,230 6,400 8,700 Professional Services 272,853 259,000 273,000 Maintenance Services 5,040 5,040 18,700 Operating Equipment 0 0 600 Capital Outlay 0 58,280 0 Total $1,088,932 $1,214,937 $1,281,787 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget increases 5.5% from the FY 2021-22 year-end estimate for wage increases, increased charges for credit card processing fees and a customer text notification software. 166 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ BUSINESS OFFICE =============== Personnel Services 176-511110 Regular 307,855 328,735 346,860 283,670 350,017 364,889 ____________ 176-511120 Overtime 5,687 5,411 7,451 4,614 7,000 7,078 ____________ 176-511180 LTD 221 0 0 0 0 0 ____________ 176-511210 Longevity 5,546 6,226 7,384 7,514 7,514 6,450 ____________ 176-511230 Certification Allowance 0 1,521 1,170 3,016 3,621 3,150 ____________ 176-511310 FICA - Employer 23,446 24,724 27,670 21,985 28,164 29,190 ____________ 176-511350 TMRS-Employer 69,264 55,330 59,255 35,538 58,960 62,539 ____________ 176-511410 Health-Employer 103,885 80,873 95,326 67,269 81,186 93,574 ____________ 176-511500 Workers' Compensation 1,420 1,856 2,262 2,093 2,093 2,026 ____________ TOTAL Personnel Services 517,323 504,675 547,378 425,698 538,555 568,896 Supplies 176-521000 Operating Supplies 1,537 1,737 3,000 1,584 0 291 ____________ 176-521100 Office Supplies 1,501 1,659 2,100 2,113 2,100 2,100 ____________ 176-521200 Medical/Chem Supplies 0 0 0 0 0 0 ____________ 176-521300 Motor Vehicle Supplies 0 0 0 0 0 0 ____________ 176-521405 Water Meters-New 0 143,588 180,000 125,014 180,000 208,000 ____________ TOTAL Supplies 3,038 146,984 185,100 128,711 182,100 210,391 Human Services 176-531100 Pre-employment Check 0 0 0 0 0 0 ____________ TOTAL Human Services 0 0 0 0 0 0 City Support Services 176-532355 Software Maintenance 0 0 65,000 36,065 36,065 65,000 ____________ 176-532400 Computer Fees & Licenses 67,064 33,151 0 0 0 0 ____________ 176-532900 Contingencies 984 0 3,500 1,197 1,197 5,000 ____________ TOTAL City Support Services 68,048 33,151 68,500 37,262 37,262 70,000 Utility Services 176-533310 Telephone/Cell Phone 2,414 1,732 2,400 556 1,800 1,500 ____________ 176-533500 Vehicle Fuel 6,682 9,055 7,000 8,099 8,000 10,000 ____________ TOTAL Utility Services 9,095 10,787 9,400 8,655 9,800 11,500 Operations Support 176-534000 Postage 77,290 84,973 74,500 56,906 90,000 95,000 ____________ 176-534200 Printing & Binding 20,664 21,078 18,000 27,635 22,000 25,000 ____________ 176-534300 Equipment Maintenance - Copie 416 6,161 10,000 6,161 6,500 0 ____________ 176-534800 Temporary Empl. Services 0 0 0 0 0 0 ____________ TOTAL Operations Support 98,370 112,212 102,500 90,703 118,500 120,000 XXXXX 167 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 176-535100 Uniforms 2,423 2,163 2,300 2,178 2,300 3,200 ____________ 176-535200 Awards 0 108 200 200 200 1,000 ____________ 176-535300 Memberships 37 0 100 70 100 500 ____________ 176-535500 Training/Travel 1,636 763 3,500 1,343 3,500 3,500 ____________ 176-535510 Meeting Expenses 222 195 300 187 300 500 ____________ TOTAL Staff Support 4,318 3,230 6,400 3,978 6,400 8,700 Professional Services 176-541600 Misc bank charges 0 0 0 0 0 0 ____________ 176-541650 Misc Expenses 0 0 0 0 0 0 ____________ 176-541800 Credit Card Fees 266,429 268,102 256,000 239,127 256,000 270,000 ____________ 176-541810 Credit Cards Fees - AMEX 2,886 4,751 3,000 1,419 3,000 3,000 ____________ TOTAL Professional Services 269,315 272,853 259,000 240,546 259,000 273,000 Maintenance Services 176-551100 Building Maintenance 0 0 0 0 0 0 ____________ 176-551800 Other Maintenance Agreements 4,620 5,040 5,040 3,780 5,040 18,700 ____________ TOTAL Maintenance Services 4,620 5,040 5,040 3,780 5,040 18,700 Operating Equipment 176-571000 Furniture & Fixtures 430 0 0 0 0 600 ____________ 176-571200 Vehicles & Access. LESS $5,00 0 0 0 0 0 0 ____________ 176-571300 Computer & Periphe. LESS $500 0 0 0 0 0 0 ____________ 176-571400 Communication Equip LESS $500 0 0 0 0 0 0 ____________ 176-571500 Equipment under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 430 0 0 0 0 600 Capital Outlay 176-581200 Vehicles & Access. Over $5,00 0 0 64,000 58,280 58,280 0 ____________ 176-581700 IMPROVEMENTS OVER $5,000 0 0 0 0 0 0 ____________ 176-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 64,000 58,280 58,280 0 ________________________________________________________________________________________________________________________________________ TOTAL BUSINESS OFFICE 974,558 1,088,932 1,247,318 997,612 1,214,937 1,281,787 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 3,874,558 3,494,162 1,247,318 997,612 1,214,937 1,281,787 XXXXX 168 of 278 DEPARTMENT: PUBLIC WORKS DIVISION: 575 WATER & SEWER ADMINISTRATION FUND: 202 WATER AND SEWER DEPARTMENT DESCRIPTION The Water and Wastewater division of Public Works provides 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 oversees the drought and water conservation plans/ordinance, provides letters of availability and Certificates of Convenience and Necessity, assists other departments, and conducts department training, education, and planning. GOALS AND OBJECTIVES • Provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations. • Ensure an adequate future water supply. • Empower personnel to strengthen ability to respond promptly to daily and emergency events. • Emphasize safety to reduce preventable accidents. • Deliver quality services and providing accurate and timely responses to customer requests. 169 of 278 WATER AND SEWER ADMINISTRATION ORGANIZATION CHART WATER & SEWER ADMINISTRATION 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Water & Sewer Manager 1 1 1 Customer Relations Representative 1 1 1 SCADA Technician 0 1 1 Schertz-Seguin Local Government Corp Gen Mgr 1 1 1 Schertz-Seguin Local Government Corp Assistant Gen Mgr 1 1 1 Water & Sewer Superintendent 1 1 1 Water & Sewer Supervisor 1 1 2 Service Worker II 5 5 5 Service Worker I 10 10 10 TOTAL POSITIONS 23 24 25 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facilities Maintenance 170 of 278 WATER AND SEWER ADMINISTRATION PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Water Accounts 16734 17235 17335 Miles of Water Main 230 234 240 Miles of Sewer Main 118 175 200 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Gallons Pumped (Edwards), acre feet 52 180 260 Gallons Received (SSLGC), acre feet 6000 6207 6000 Gallons Distributed, acre feet 5300 5630 6000 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget New Meter Installed 260 80 150 New Service Taps 0 1 5 Water Service Calls 2212 1858 2000 Water Main Break, Service Repair Calls 1806 1506 1800 Sewer Backup and Repair Calls 792 765 775 171 of 278 WATER AND SEWER ADMINISTRATION Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Personnel Services $1,801,986 $1,846,546 $2,027,484 Supplies 78,926 88,000 63,000 City Support Services 68,258 74,062 190,500 Utility Services 3,773,667 3,585,500 3,585,500 Operations Support 9,450 7,050 10,050 Staff Support 37,795 43,000 43,000 City Assistance 200 0 0 Professional Services 465,999 463,400 428,400 Fund Charges/Transfers 8,615,455 6,741,826 6,746,368 Maintenance Services 10,195,253 9,570,200 9,570,200 Other Costs 40,000 40,000 40,000 Debt Service 2,072,273 1,518,228 2,499,777 Other Financing Sources 0 100,000 0 Rental/Leasing 96,568 72,275 72,275 Operating Equipment 6,950 7,000 7,000 Capital Outlay 0 $163,000 261,400 Total $27,262,779 $24,320,087 $25,544,954 Projects $0 $570,000 $0 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will increase 5.0% from the FY 2021-22 year-end estimate for wage increases, water gems software, a new mobile bypass pump and additional debt payments. 172 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ W & S ADMINISTRATION ==================== Personnel Services 575-511110 Regular 1,060,790 1,182,237 1,260,314 990,713 1,209,413 1,305,491 ____________ 575-511120 Overtime 55,522 52,807 66,909 59,016 65,000 68,801 ____________ 575-511180 LTD 719 0 0 0 0 0 ____________ 575-511210 Longevity 22,381 30,266 13,589 11,426 11,426 13,861 ____________ 575-511230 Certification Allowance 13,856 10,761 13,880 14,278 16,688 13,791 ____________ 575-511240 Vehicle/phone Allowance 727 900 900 762 935 900 ____________ 575-511310 FICA - Employer 81,682 92,185 103,400 78,757 99,715 107,008 ____________ 575-511350 TMRS-Employer 247,839 203,588 221,431 158,400 208,749 229,263 ____________ 575-511410 Health-Employer 223,819 218,247 256,968 181,967 221,145 265,624 ____________ 575-511500 Workers' Compensation 8,543 10,995 14,564 13,475 13,475 22,745 ____________ TOTAL Personnel Services 1,715,878 1,801,986 1,951,955 1,508,794 1,846,546 2,027,484 Supplies 575-521000 Operating Supplies 8,638 8,469 12,000 10,063 10,000 10,000 ____________ 575-521100 Office Supplies 1,398 962 1,500 1,144 1,500 1,500 ____________ 575-521200 Medical/Chem Supplies 1,158 1,391 1,500 1,129 1,500 1,500 ____________ 575-521400 Plumbing Supplies 13,032 68,105 50,000 2,284 75,000 50,000 ____________ 575-521405 Water Meters-New 138,143 0 0 0 0 0 ____________ 575-521600 Equip Maint Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 162,369 78,926 65,000 14,620 88,000 63,000 Human Services 575-531100 Pre-employment Check 0 0 0 0 0 0 ____________ TOTAL Human Services 0 0 0 0 0 0 City Support Services 575-532400 Computer Fees & Licenses 0 0 0 0 0 0 ____________ 575-532410 Computer Consulting 0 0 0 0 0 0 ____________ 575-532500 City Insurance-Commercial 58,697 65,833 67,000 70,562 70,562 78,000 ____________ 575-532700 Records Management Service 0 0 0 0 0 0 ____________ 575-532800 Employee Appreciation Events 2,343 2,500 2,500 1,436 3,500 3,500 ____________ 575-532900 Contingencies 0 ( 76) 101,000 0 0 109,000 ____________ TOTAL City Support Services 61,040 68,258 170,500 71,998 74,062 190,500 Utility Services 575-533100 Gas Utility Service 1,503 2,064 2,000 2,636 3,000 3,000 ____________ 575-533200 Electric Utility Service 274,727 428,361 320,000 271,777 325,000 325,000 ____________ 575-533300 Telephone/Land Line 0 0 0 0 2,000 0 ____________ 575-533310 Telephone/Cell Phones 1,979 429 3,500 81 0 2,000 ____________ 575-533320 Telephone/Air Cards 124 0 200 0 0 0 ____________ 575-533330 Telephone/Internet 0 0 0 0 0 0 ____________ 575-533350 Pager service 0 0 0 0 0 0 ____________ 575-533400 Water Purchase 3,460,169 3,293,664 3,200,000 2,750,929 3,200,000 3,200,000 ____________ 575-533410 Water Utility Service 1,730 1,936 2,500 1,652 2,500 2,500 ____________ 575-533500 Vehicle Fuel 40,396 47,213 55,000 49,316 53,000 53,000 ____________ TOTAL Utility Services 3,780,627 3,773,667 3,583,200 3,076,391 3,585,500 3,585,500 XXXXX 173 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 8 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 575-534000 Postage 188 306 300 224 300 300 ____________ 575-534100 Advertising 3,350 2,455 5,000 0 0 3,000 ____________ 575-534200 Printing & Binding 86 0 250 117 250 250 ____________ 575-534300 Equipment Maintenance - Copie 6,838 6,688 6,500 5,826 6,500 6,500 ____________ 575-534710 Service Fees - GovDeals 0 0 0 0 0 0 ____________ TOTAL Operations Support 10,462 9,450 12,050 6,167 7,050 10,050 Staff Support 575-535100 Uniforms 19,761 15,113 20,000 7,014 20,000 20,000 ____________ 575-535200 Awards 0 0 0 0 0 0 ____________ 575-535300 Memberships 5,701 5,683 0 0 0 0 ____________ 575-535400 Publications 0 0 0 0 0 0 ____________ 575-535500 Training/Travel 12,270 15,000 21,000 11,782 23,000 23,000 ____________ 575-535510 Meeting Expenses 1,235 1,999 2,000 143 0 0 ____________ 575-535520 Meetings - Water Symposium 0 0 0 0 0 0 ____________ 575-535600 Professional Certification 0 0 0 0 0 0 ____________ TOTAL Staff Support 38,967 37,795 43,000 18,938 43,000 43,000 City Assistance 575-537100 Medical Services 227 200 250 40 0 0 ____________ TOTAL City Assistance 227 200 250 40 0 0 Professional Services 575-541200 Legal Svcs 304,299 225,226 200,000 55,073 150,000 150,000 ____________ 575-541300 Other Consl/Prof Services 31,319 121,249 145,000 44,566 145,000 145,000 ____________ 575-541305 Cell Tower Management Fees 80,753 92,124 106,570 108,128 108,000 108,000 ____________ 575-541310 Contractual Services 0 0 0 0 0 0 ____________ 575-541400 Auditor/Accounting Service 24,000 26,000 24,000 19,000 19,000 24,000 ____________ 575-541500 Paying Agent 1,400 1,400 1,400 397 1,400 1,400 ____________ 575-541502 Cost of Bond Issuance 0 0 0 20,499 40,000 0 ____________ 575-541650 Misc Expenses 0 0 0 0 0 0 ____________ 575-541800 Credit Card Fees 0 0 0 0 0 0 ____________ TOTAL Professional Services 441,771 465,999 476,970 247,663 463,400 428,400 Fund Charges/Transfers 575-548040 Contribution To CVLGC 100,000 99,999 300,000 300,000 300,000 400,000 ____________ 575-548050 Contribution to SSLG 3,892,799 3,908,231 4,000,000 3,608,532 4,000,000 3,898,064 ____________ 575-548060 Contribution to CCMA 717,400 714,450 800,000 223,120 800,000 800,000 ____________ 575-548101 Transfer Out - General Fund 0 0 4,000 0 0 4,000 ____________ 575-548106 Transfer Out- Special Events 0 0 0 0 0 0 ____________ 575-548204 Transfer Out - Drainage 0 0 0 0 0 0 ____________ 575-548402 Transfer Out-City Wide Projec 0 0 0 0 0 0 ____________ 575-548411 Transfer Out to Capital Recov 0 0 0 0 0 0 ____________ 575-548600 Inter-fund Charges-Admin 1,385,000 1,450,827 1,478,230 1,231,858 1,478,230 1,493,620 ____________ 575-548610 Interfund Charge-Fleet 132,937 116,624 163,596 136,330 163,596 150,684 ____________ 575-548700 Bad Debt Expense 293,911 0 80,000 0 0 0 ____________ 575-548750 Contributions Expense 0 0 0 0 0 0 ____________ 575-548800 Depreciation Expense 2,288,708 2,313,943 0 0 0 0 ____________ XXXXX 174 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 9 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 575-548900 Amortization Expense 11,381 11,381 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 8,822,137 8,615,455 6,825,826 5,499,840 6,741,826 6,746,368 Maintenance Services 575-551100 Building Maintenance 1,639 2,451 5,000 2,741 5,000 5,000 ____________ 575-551300 Computer Maintenance 9,656 11,004 17,500 4,750 17,500 17,500 ____________ 575-551400 Minor & Other Equip Maint 1,124 2,127 5,100 906 5,100 5,100 ____________ 575-551500 Water Maintenance 119,625 70,211 155,000 76,540 200,000 200,000 ____________ 575-551510 Waste Contractor Expense 5,018,537 5,206,801 4,800,000 3,860,203 5,000,000 5,000,000 ____________ 575-551520 Sewer Treatment-CCMA/MUD 3,843,403 4,708,982 4,100,000 4,112,730 4,182,000 4,182,000 ____________ 575-551530 Sewer Maintenance 428,425 129,617 84,000 67,257 90,000 90,000 ____________ 575-551540 I&I Maintenance 16,735 45,429 46,800 2,008 50,000 50,000 ____________ 575-551600 Street Maintenance Materials 21,059 18,411 20,000 12,434 20,000 20,000 ____________ 575-551720 Low Flow Rebate Program 300 0 400 50 400 400 ____________ 575-551740 Rebate-UB Customer 0 0 0 0 0 0 ____________ 575-551800 Other Maintenance Agreements 240 220 240 140 200 200 ____________ TOTAL Maintenance Services 9,460,743 10,195,253 9,234,040 8,139,759 9,570,200 9,570,200 Other Costs 575-554100 State Water Fees-TCEQ 36,605 40,000 38,500 36,616 40,000 40,000 ____________ TOTAL Other Costs 36,605 40,000 38,500 36,616 40,000 40,000 Debt Service 575-555900 Debt Service 0 1,560,000 1,025,000 1,024,675 1,024,675 1,912,700 ____________ 575-555900.Interest Expense 636,763 512,273 493,553 592,737 493,553 587,077 ____________ TOTAL Debt Service 636,763 2,072,273 1,518,553 1,617,412 1,518,228 2,499,777 Other Financing Sources 575-556000 Issuance Costs 0 0 0 57,095 100,000 0 ____________ TOTAL Other Financing Sources 0 0 0 57,095 100,000 0 Rental/Leasing 575-561000 Rental-Building & Land 2,952 3,041 3,200 3,132 3,275 3,275 ____________ 575-561100 Rental-Equipment 0 0 9,000 8,133 1,000 1,000 ____________ 575-561200 Lease/Purchase Payments 133,300 93,527 0 68,000 68,000 68,000 ____________ TOTAL Rental/Leasing 136,252 96,568 12,200 79,265 72,275 72,275 Operating Equipment 575-571000 Furniture & Fixtures 2,355 4,361 4,000 279 3,000 3,000 ____________ 575-571200 Vehicles & Access. LESS $5,00 0 0 0 0 0 0 ____________ 575-571300 Computer & Periphe. < $5000 0 0 0 0 0 0 ____________ 575-571400 Communication Equip LESS $500 0 0 0 0 0 0 ____________ 575-571500 Minor Equipment 6,364 2,588 5,000 3,005 4,000 4,000 ____________ 575-571800 Equipment Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 8,719 6,950 9,000 3,284 7,000 7,000 XXXXX 175 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 10 PROPOSED BUDGET WORKSHEET 202-WATER & SEWER AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 575-581000 MAJOR PROJECTS-water & sewer 0 0 0 0 0 0 ____________ 575-581010 LAND/ROW 0 0 0 0 0 0 ____________ 575-581200 Vehicles & Access. Over $5,00 0 0 58,000 0 58,000 52,500 ____________ 575-581300 Computer & Periphe. Over $500 0 0 0 0 0 0 ____________ 575-581400 Communication Equip MORE $500 0 0 0 0 0 0 ____________ 575-581750 A/C Unit Replacement 0 0 0 0 0 0 ____________ 575-581800 Equipment Over $5,000 23,516 0 105,000 46,061 105,000 208,900 ____________ TOTAL Capital Outlay 23,516 0 163,000 46,061 163,000 261,400 Water Line Relocation 575-588500 FM3009-WaterLineRelocation 0 0 0 0 0 0 ____________ TOTAL Water Line Relocation 0 0 0 0 0 0 Aviation Heights 575-589000 Aviation Heights Water Line 0 0 0 0 0 0 ____________ TOTAL Aviation Heights 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL W & S ADMINISTRATION 25,336,076 27,262,779 24,104,044 20,423,943 24,320,087 25,544,954 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC WORKS 25,336,076 27,262,779 24,104,044 20,423,943 24,320,087 25,544,954 XXXXX 176 of 278 FUND: 411 CAPITAL RECOVERY FUND WATER (Water & Sewer) DESCRIPTION The Capital Recovery program is designated to support future growth of population and commercial water and wastewater demands without an impact on existing customers while keeping bond supported programs to a minimum. Capital Recovery projects are based on the number of connections sold to increase pumping, storage and transmission water lines, and wastewater programs. Impact funds (Capital Recovery) must be used within ten years of collection date. All water and wastewater improvements are constructed to meet State Board of Insurance and Texas Commission on Environmental Quality rules and regulations. GOALS AND OBJECTIVES • Ensure the Texas Commission of Environmental Quality (TCEQ) rules and regulations are met for future growth. • Continue to improve and provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations and future growth in the community. • Provide citizens with quality projects completed on-time and on-budget. • Design a 3 million gallon ground storage and booster station • State law mandates that the Water/Wastewater Capital Recovery plan be updated at least every five years. The last study was 2011. 177 of 278 CAPITAL RECOVERY FUND - WATER PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $1,079,712 $1,000,000 $1,100,000 Miscellaneous 10,310 20,750 51,500 Total $1,090,022 $1,020,750 $1,151,500 Expenses Non Departmental Projects $46,922 512,000 $31,000 0 $55,748 0 Total $558,922 $31,000 $55,748 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $55,748 for any professional services or studies that need to be completed. 178 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 1,244,813 1,079,712 1,100,000 719,023 1,000,000 1,100,000 ____________ Fund Transfers 0 0 0 0 0 0 ____________ Miscellaneous 83,451 10,310 16,000 23,745 20,750 51,500 ____________ TOTAL REVENUES 1,328,264 1,090,022 1,116,000 742,768 1,020,750 1,151,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 58,301 46,922 51,000 17,033 31,000 55,748 ____________ TOTAL GENERAL GOVERNMENT 58,301 46,922 51,000 17,033 31,000 55,748 MISC & PROJECTS PROJECTS 0 512,000 4,230,819 0 0 0 ____________ SEWER PROJECTS 0 0 0 0 0 0 ____________ SCHAEFER RD WATER IMPR 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 512,000 4,230,819 0 0 0 ____________ TOTAL EXPENDITURES 58,301 558,922 4,281,819 17,033 31,000 55,748 REVENUE OVER/(UNDER) EXPENDITURES 1,269,963 531,100 ( 3,165,819) 725,735 989,750 1,095,752 =========== =========== =========== =========== =========== ============ ============ XXXXX 179 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455900 Cap Rcvry-Water 1,244,813 1,079,712 1,100,000 719,023 1,000,000 1,100,000 ____________ TOTAL Fees 1,244,813 1,079,712 1,100,000 719,023 1,000,000 1,100,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 0 ____________ 000-482000 Schertz/Seg Corp (Loan) 0 0 0 0 0 0 ____________ 000-483000 Transfer In-Capital Recovery 0 0 0 0 0 0 ____________ 000-486100 Transfer In 0 0 0 0 0 0 ____________ 000-486202 Transfer In-Water&Sewer Fund 0 0 0 0 0 0 ____________ 000-486406 Transfer In-Public Improvmnt 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 0 0 0 0 Miscellaneous 000-491000 Interest Earned 2,843 237 1,000 333 750 1,500 ____________ 000-491200 Investment Income 80,608 10,073 15,000 23,412 20,000 50,000 ____________ 000-494495 Other Financing-Capital Lease 0 0 0 0 0 0 ____________ 000-495013 Capital Contribution-W&S 0 0 0 0 0 0 ____________ 000-497000 Misc Income 0 0 0 0 0 0 ____________ 000-498000 Reimbursements 0 0 0 0 0 0 ____________ 000-498100 Reimbursmnt-FM 78 Project 0 0 0 0 0 0 ____________ 000-498200 Reimbursement-Water Meters 0 0 0 0 0 0 ____________ 000-498300 Reimbursement-Town Crk Sewer 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 83,451 10,310 16,000 23,745 20,750 51,500 ____________ TOTAL REVENUES 1,328,264 1,090,022 1,116,000 742,768 1,020,750 1,151,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 180 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 0 0 0 0 0 0 City Support Services 101-532400 Computer Fees & Licenses 0 0 0 0 0 11,748 ____________ TOTAL City Support Services 0 0 0 0 0 11,748 Utility Services 101-533400 Water Purchase 0 0 0 0 0 0 ____________ 101-533500 Water Utility Service 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Operations Support 101-534100 Advertising 0 0 0 0 0 0 ____________ 101-534999 Misc Expense 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 101-541100 Engineering 0 0 0 0 0 0 ____________ 101-541200 Legal Svcs-Water 0 0 0 0 0 0 ____________ 101-541200.Legal Svcs-Sewer 0 0 0 0 0 0 ____________ 101-541300 Professional Services-Cap Pla 57,301 45,922 50,000 16,033 30,000 43,000 ____________ 101-541300.Professional Services-Sewer 0 0 0 0 0 0 ____________ 101-541305 CCMA- Connection Fees 0 0 0 0 0 0 ____________ 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 1,000 1,000 ____________ 101-541600 Misc Bank Charges 0 0 0 0 0 0 ____________ 101-541650 Investment Mgt Fee-Sewer 0 0 0 0 0 0 ____________ TOTAL Professional Services 58,301 46,922 51,000 17,033 31,000 44,000 Fund Charges/Transfers 101-548000 Transfer Out 0 0 0 0 0 0 ____________ 101-548202 Transfer Out-Water & Sewer 0 0 0 0 0 0 ____________ 101-548406 Transfer Out-Water/Sewer Proj 0 0 0 0 0 0 ____________ 101-548421 Transfer Out - Cap Rcvry Sewe 0 0 0 0 0 0 ____________ 101-548600 Interfund Transfer 0 0 0 0 0 0 ____________ 101-548620 Contribution-EDC 0 0 0 0 0 0 ____________ 101-548650 Interest Expense 0 0 0 0 0 0 ____________ 101-548700 Bad Debt Expense 0 0 0 0 0 0 ____________ 101-548800 Depreciation Expense 0 0 0 0 0 0 ____________ 101-548900 Amortization Expense 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 XXXXX 181 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Maintenance Services 101-551900 Construction 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Debt Service 101-555628 Bond-CO SR2007-Principal 0 0 0 0 0 0 ____________ 101-555628.Bond-CO SR2007-Interest 0 0 0 0 0 0 ____________ TOTAL Debt Service 0 0 0 0 0 0 Operating Equipment 101-571600 Main/Valves/Pump less $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 Capital Outlay 101-581000 MAJOR PROJECTS-Cap Rec 0 0 0 0 0 0 ____________ 101-581600 Mains/Valves/Pumps 0 0 0 0 0 0 ____________ 101-581700 Improvements > S/S/L/Govt 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 58,301 46,922 51,000 17,033 31,000 55,748 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 58,301 46,922 51,000 17,033 31,000 55,748 XXXXX 182 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 411-CAPITAL RECOVERY - WATER AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SCHAEFER RD WATER IMPR ====================== Professional Services 907-541100 Engineering-SchaeferRd W L 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Fund Charges/Transfers 907-548406 Transfer Out-Public Imprvment 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Maintenance Services 907-551900 Construction-SchaeferRd W L 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL SCHAEFER RD WATER IMPR 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 512,000 4,230,819 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 58,301 558,922 4,281,819 17,033 31,000 55,748 =========== =========== =========== =========== =========== ============ ============ XXXXX 183 of 278 FUND: 421 CAPITAL RECOVERY FUND SEWER (Water & Sewer) DESCRIPTION The Capital Recovery program is designated to support future growth of population and commercial water and wastewater demands without an impact on existing customers while keeping bond supported programs to a minimum. Capital Recovery projects are based on the number of connections sold to increase pumping, storage and transmission water lines, and wastewater programs. Impact funds (Capital Recovery) must be used within ten years of collection date. All water and wastewater improvements are constructed to meet State Board of Insurance and Texas Commission on Environmental Quality rules and regulations. GOALS AND OBJECTIVES • Ensure the Texas Commission of Environmental Quality (TCEQ) rules and regulations are met for future growth. • Continue to improve and provide an efficient and reliable water and wastewater system that meets all of the State rules and regulations and future growth in the community. • Preliminary engineering and land acquisition for a waste water treatment plant for South Schertz. Initiate plans for the Southeast Quad Pump Station and the Ground Storage and Distribution Main for South Schertz. State law mandates that the Water/Wastewater Capital Recovery Plan be updated at least every five years. Last study was in 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. 184 of 278 CAPITAL RECOVERY FUND - SEWER PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $611,659 $500,000 $550,000 Miscellaneous 9,865 20,500 51,500 Total $621,523 $520,500 $601,500 Expenses Non-Departmental $7,855,487 $40,500 $64,248 Total $7,855,487 $40,500 $64,248 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $64,248 for any professional services or studies that need to be completed. 185 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 641,746 611,659 600,000 305,877 500,000 550,000 ____________ Fund Transfers 0 0 0 0 0 0 ____________ Miscellaneous 91,786 9,865 60,250 23,662 20,500 51,500 ____________ TOTAL REVENUES 733,531 621,523 660,250 329,538 520,500 601,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 164,536 7,855,487 55,500 20,242 40,500 64,248 ____________ TOTAL GENERAL GOVERNMENT 164,536 7,855,487 55,500 20,242 40,500 64,248 MISC & PROJECTS SEWER PROJECTS 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ____________ TOTAL EXPENDITURES 164,536 7,855,487 55,500 20,242 40,500 64,248 REVENUE OVER/(UNDER) EXPENDITURES 568,996 ( 7,233,964) 604,750 309,296 480,000 537,252 =========== =========== =========== =========== =========== ============ ============ XXXXX 186 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455910 Cap Rcvry-Waste Water 641,746 611,659 600,000 305,877 500,000 550,000 ____________ 000-455911 Cap Rcvry-WasteWtr Zone 1 0 0 0 0 0 0 ____________ 000-455912 Cap Rcvry-Waste Wtr Zone 2 0 0 0 0 0 0 ____________ 000-455913 Cap Rcvry-North Sewer Treat 0 0 0 0 0 0 ____________ TOTAL Fees 641,746 611,659 600,000 305,877 500,000 550,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 0 ____________ 000-486100 Transfer In 0 0 0 0 0 0 ____________ 000-486202 Transfer In-Water & Sewer 0 0 0 0 0 0 ____________ 000-486411 Transfer In-Cap Recvry Water 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 0 0 0 0 Miscellaneous 000-491000 Interest Earned 1,655 195 250 1,291 500 1,500 ____________ 000-491200 Investment Income 99,102 39,750 60,000 32,682 20,000 50,000 ____________ 000-491800 Gain/Loss Capital One Sewer 0 0 0 0 0 0 ____________ 000-491900 Unrealize Gain/Loss-Captl On( 8,972) ( 30,080) 0 ( 10,311) 0 0 ____________ 000-497000 Misc Income 0 0 0 0 0 0 ____________ 000-498000 Reimbursements 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 91,786 9,865 60,250 23,662 20,500 51,500 ____________ TOTAL REVENUES 733,531 621,523 660,250 329,538 520,500 601,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 187 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 0 0 0 0 0 0 City Support Services 101-532400 Computer Fees & Licenses 0 0 0 0 0 11,748 ____________ TOTAL City Support Services 0 0 0 0 0 11,748 Operations Support 101-534999 Misc Expense 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 101-541200 Legal Services-Sewer 0 0 0 0 0 0 ____________ 101-541300 Professional Services-Cap Pla 159,005 55,698 50,000 15,816 35,000 50,000 ____________ 101-541400 Auditor/Accounting Service 1,000 1,000 1,000 1,000 1,000 1,000 ____________ 101-541600 Misc Bank Charges 0 0 0 0 0 0 ____________ 101-541650 Investment Mgt Fee-Sewer 4,531 3,789 4,500 3,426 4,500 1,500 ____________ 101-541700 Over/Short 0 0 0 0 0 0 ____________ TOTAL Professional Services 164,536 60,487 55,500 20,242 40,500 52,500 Fund Charges/Transfers 101-548000 Transfer Out 0 0 0 0 0 0 ____________ 101-548202 Transfer Out-Water & Sewer 0 0 0 0 0 0 ____________ 101-548406 Transfer Out-Water/Sewer Prjc 0 7,795,000 0 0 0 0 ____________ 101-548411 Transfer Out-Cap Recvry Water 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 7,795,000 0 0 0 0 Maintenance Services 101-551520 Sewer Treatment 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 164,536 7,855,487 55,500 20,242 40,500 64,248 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 164,536 7,855,487 55,500 20,242 40,500 64,248 XXXXX 188 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 421-CAPITAL RECOVERY - SEWER AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SEWER PROJECTS ============== City Support Services 902-532900 Contingency - Sewer 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 902-534100 Advertising - Sewer 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 902-541100 Engineering - Sewer 0 0 0 0 0 0 ____________ 902-541200 Legal Services - Sewer 0 0 0 0 0 0 ____________ 902-541300 Professional Services - Sewer 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 902-551900 Construction - Sewer 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Rental/Leasing 902-561300 Land Purchases - Sewer 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL SEWER PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 164,536 7,855,487 55,500 20,242 40,500 64,248 =========== =========== =========== =========== =========== ============ ============ XXXXX 189 of 278 FUND: 204 DRAINAGE FUND DEPARTMENT DESCRIPTION The Public Works Drainage Division is responsible for the maintenance and management of drainage channels, storm water inlets, floodways, road rights-of-way, alleys, and compliance with regulations, as well as reviewing subdivision plans and the issuance of permits for development and that might affect drainage infrastructure. The revenues come from a fee charged to “users”. A “user” is any citizen or business that owns impervious surfaces and/or any man-made structure, such as buildings, parking lots, or driveways. GOALS AND OBJECTIVES • Protect lives and property. • Adhere to best management practices in the maintenance of natural creek waterways and earthen channels to ensure water quality, reduce erosion, and increase conveyance. • Technical review and issuance of floodplain permits, floor insurance rate map revision, floodplain violation identification, coordination and prosecution support • Continue to evaluate, consider, and pursue all available resources for improving management of the drainage infrastructure. 190 of 278 PUBLIC WORKS DRAINAGE ORGANIZATIONAL CHART DRAINAGE 2020-21 2021-22 2022-23 Director 1 1 1 Assistant Director 1 1 1 Streets/Drainage Manager 1 1 1 Drainage Superintendent 1 1 1 Drainage Worker II 2 2 2 Drainage Worker I 5 5 5 TOTAL POSITIONS 11 11 11 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Acres of Alleys Mowed 5.15 5.15 5.15 Acres of Rights-of-Way (ROW) Mowed 66.46 66.46 66.46 Acres of Drainage Ditches Mowed 158.75 158.75 158.75 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Monthly Operating Expenditures 79,252.85 95,103.01 119,799 City Manager Assistant City Manager Operations Public Works Streets Water & Sewer Drainage Fleet Facility Maintenance 191 of 278 PUBLIC WORKS DRAINAGE Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget 4250 4500 4750 ROW Maintenance & Mowing, Hours Drainage Mowing, Hours 1080 1180 1280 Drainage Structure Maintenance, Hours 1640 1720 1820 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Permits $6,670 $7,000 $7,000 Fees 1,211,192 1,258,500 1,258,500 Fund Transfers 0 0 182,573 Miscellaneous 59,975 1,200 2,000 Total $1,277,838 $1,266,700 $1,450,073 Expenses Personnel $379,237 $369,167 $525,214 Supplies 3,717 6,750 6,950 City Support Services 4,474 6,399 16,000 Utility Services 20,288 16,900 16,900 Operations Support 31 0 0 Staff Support 13,042 14,000 14,000 City Assistance 120 40 200 Professional Services 2,720 41,500 42,500 Fund Charges/Transfers 647,133 573,817 575,443 Maintenance Services 10,728 75,000 75,000 Other Costs 0 100 100 Debt Services 121,740 0 0 Rental/Leasing 0 0 0 Operating Equipment 6,867 2,500 2,500 Capital Outlay 0 13,903 165,000 Projects 0 0 0 Total $1,210,097 $1,120,076 $1,439,807 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The FY 2022-23 Budget increase 14.5% from the FY 2021-22 year-end estimate from a fund transfer from reserves for equipment replacements. Expenses: The FY 2022-23 Budget will increase 28.5% from the FY 2021-22 year-end estimate for wage increases and equipment replacements. 192 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Permits 3,220 6,670 4,000 7,700 7,000 7,000 ____________ Fees 1,230,623 1,211,192 1,260,000 1,046,517 1,258,500 1,258,500 ____________ Fund Transfers 0 0 17,229 0 0 182,573 ____________ Miscellaneous 13,209 59,975 3,000 1,305 1,200 2,000 ____________ TOTAL REVENUES 1,247,052 1,277,838 1,284,229 1,055,522 1,266,700 1,450,073 EXPENDITURE SUMMARY PUBLIC WORKS DRAINAGE 1,051,332 1,210,097 1,272,024 838,119 1,120,076 1,439,807 ____________ TOTAL PUBLIC WORKS 1,051,332 1,210,097 1,272,024 838,119 1,120,076 1,439,807 MISC & PROJECTS PROJECTS 0 0 0 26,517 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 26,517 0 0 ____________ TOTAL EXPENDITURES 1,051,332 1,210,097 1,272,024 864,637 1,120,076 1,439,807 REVENUE OVER/(UNDER) EXPENDITURES 195,720 67,741 12,205 190,885 146,624 10,266 =========== =========== =========== =========== =========== ============ ============ XXXXX 193 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Permits 000-432400 Floodplain Permit 3,220 6,670 4,000 7,700 7,000 7,000 ____________ TOTAL Permits 3,220 6,670 4,000 7,700 7,000 7,000 Fees 000-457500 Drainage Penalties 4,250 1,540 10,000 8,241 8,500 8,500 ____________ 000-457600 Drainage Fee 1,226,373 1,209,653 1,250,000 1,038,275 1,250,000 1,250,000 ____________ 000-458110 Sale of Merchandise - GovDeal 0 0 0 0 0 0 ____________ TOTAL Fees 1,230,623 1,211,192 1,260,000 1,046,517 1,258,500 1,258,500 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 165,000 ____________ 000-486100 Transfer In 0 0 17,229 0 0 0 ____________ 000-486101 Transfer In - General Fund 0 0 0 0 0 17,573 ____________ 000-486202 Transfer In-Water&Sewer Fund 0 0 0 0 0 0 ____________ 000-486405 Transfer-In Grant Fund 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 17,229 0 0 182,573 Miscellaneous 000-491000 Interest Earned 413 82 1,000 274 200 500 ____________ 000-491200 Investment Income 9,294 738 2,000 1,031 1,000 1,500 ____________ 000-493204 Donations- Drainage Projects 0 0 0 0 0 0 ____________ 000-494495 Other Financing-Capital Lease 0 0 0 0 0 0 ____________ 000-495000 Grant Reimbursement 0 0 0 0 0 0 ____________ 000-495013 Capital Contributions-Drainag 0 0 0 0 0 0 ____________ 000-497000 Misc Income-Drainage ( 229) 59,155 0 0 0 0 ____________ 000-497100 MISC INCOME-SCRAP METAL SALES 3,730 0 0 0 0 0 ____________ 000-498300 Reimburmnt-City Property 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 13,209 59,975 3,000 1,305 1,200 2,000 ____________ TOTAL REVENUES 1,247,052 1,277,838 1,284,229 1,055,522 1,266,700 1,450,073 =========== =========== =========== =========== =========== ============ ============ XXXXX 194 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ DRAINAGE ======== Personnel Services 579-511110 Regular 225,927 234,047 280,825 176,132 228,098 319,184 ____________ 579-511120 Overtime 3,296 8,883 6,782 3,075 4,000 7,174 ____________ 579-511180 LTD 144 0 0 0 0 0 ____________ 579-511210 Longevity 8,616 9,876 9,902 9,935 9,935 9,558 ____________ 579-511230 Certification Allowance 1,962 1,985 2,400 1,906 2,377 2,450 ____________ 579-511310 FICA - Employer 15,272 18,135 23,764 13,612 18,697 25,885 ____________ 579-511350 TMRS-Employer 7,131 41,806 50,892 28,196 39,142 55,458 ____________ 579-511410 Health-Employer 46,266 60,674 77,281 49,247 62,224 99,305 ____________ 579-511500 Workers' Compensation 3,166 3,831 5,074 4,694 4,694 6,200 ____________ TOTAL Personnel Services 311,779 379,237 456,920 286,797 369,167 525,214 Supplies 579-521000 Operating Supplies 3,154 2,318 4,900 1,893 2,500 2,500 ____________ 579-521100 Office Supplies 468 237 500 30 250 250 ____________ 579-521200 Medical/Chem Supplies 2,579 1,162 2,900 2,855 4,000 4,000 ____________ 579-521300 Motor Vehicle Supplies 0 0 200 0 0 200 ____________ 579-521600 Equip Maint Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 6,202 3,717 8,500 4,779 6,750 6,950 Human Services 579-531100 Pre-employment Check 0 0 0 0 0 0 ____________ TOTAL Human Services 0 0 0 0 0 0 City Support Services 579-532400 Computer Fees & Licenses 0 0 0 0 0 0 ____________ 579-532500 City Insurance-Commercial 4,924 2,974 3,500 3,111 3,500 3,500 ____________ 579-532800 EMPLOYEE APPRECIATION EVENTS 1,202 1,500 1,500 914 2,500 2,500 ____________ 579-532900 Contingencies 869 0 15,500 399 399 10,000 ____________ TOTAL City Support Services 6,995 4,474 20,500 4,424 6,399 16,000 Utility Services 579-533300 Telephone/Land Line 0 0 0 0 0 0 ____________ 579-533310 Telephone/Cell Phones 679 805 1,200 383 900 900 ____________ 579-533500 Vehicle Fuel 11,169 19,483 25,500 16,960 16,000 16,000 ____________ TOTAL Utility Services 11,847 20,288 26,700 17,343 16,900 16,900 Operations Support 579-534000 Postage 0 0 50 0 0 0 ____________ 579-534100 Advertising 0 0 0 0 0 0 ____________ 579-534200 Printing & Binding 0 31 1,000 0 0 0 ____________ 579-534300 Copy Services 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 31 1,050 0 0 0 XXXXX 195 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Staff Support 579-535100 Uniforms 5,618 6,306 6,000 3,578 6,000 6,000 ____________ 579-535300 Memberships 500 ( 14) 500 0 0 0 ____________ 579-535500 Training/Travel 1,252 5,000 6,000 5,833 8,000 8,000 ____________ 579-535510 Meeting Expenses 0 1,200 1,200 33 0 0 ____________ 579-535600 Professional Certification 0 550 0 0 0 0 ____________ TOTAL Staff Support 7,370 13,042 13,700 9,444 14,000 14,000 City Assistance 579-537100 Medical Services 150 120 500 40 40 200 ____________ TOTAL City Assistance 150 120 500 40 40 200 Professional Services 579-541200 Legal Svcs 0 59 5,000 0 0 1,000 ____________ 579-541310 Contractual Services 2,107 1,161 62,737 12,041 40,000 40,000 ____________ 579-541400 Auditor/Accounting Service 1,500 1,500 1,500 1,500 1,500 1,500 ____________ 579-541502 Cost of Bond Issuance 0 0 0 0 0 0 ____________ TOTAL Professional Services 3,607 2,720 69,237 13,541 41,500 42,500 Fund Charges/Transfers 579-548000 Transfer Out 0 20,355 0 0 0 0 ____________ 579-548101 Transfer Out - General Fund 0 0 1,000 0 0 1,000 ____________ 579-548106 Transfer Out- Special Events 0 0 0 0 0 0 ____________ 579-548202 Transfer Out to Water & Sewer 0 0 0 0 0 0 ____________ 579-548500 Interfund Charges-Admin 243,112 285,506 308,010 256,675 308,010 320,073 ____________ 579-548600 Interfund Charges-Water 146,400 146,400 150,000 125,000 150,000 150,000 ____________ 579-548610 Interfund Charge-Fleet 89,145 99,261 115,807 96,506 115,807 104,370 ____________ 579-548650 Interest Expense 0 0 0 0 0 0 ____________ 579-548700 Bad Debt Expense 4,839 0 0 0 0 0 ____________ 579-548750 Loss on Sale of Fixed Asset 0 0 0 0 0 0 ____________ 579-548800 Depreciation Expense 123,578 95,611 0 0 0 0 ____________ 579-548900 Amortization Expense 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 607,074 647,133 574,817 478,181 573,817 575,443 Maintenance Services 579-551300 Computer Maintenance 0 ( 623) 0 0 0 0 ____________ 579-551610 Drainage Channel Maintenance 90,436 11,351 83,000 7,109 75,000 75,000 ____________ 579-551615 De-Silting 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 90,436 10,728 83,000 7,109 75,000 75,000 Other Costs 579-554100 State Storm Water Fee-TCEQ 100 0 100 100 100 100 ____________ TOTAL Other Costs 100 0 100 100 100 100 XXXXX 196 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 PUBLIC WORKS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Debt Service 579-555900 Debt Service 0 120,000 0 0 0 0 ____________ 579-555900.Interest Expense 3,827 1,740 0 0 0 0 ____________ TOTAL Debt Service 3,827 121,740 0 0 0 0 Rental/Leasing 579-561100 Rental-Equipment 0 0 500 0 0 0 ____________ 579-561200 Lease/Purchase Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 500 0 0 0 Operating Equipment 579-571200 Vehicles & Access Less $5,000 0 130 0 0 0 0 ____________ 579-571300 Computer & Periphe. < $5,000 0 0 0 0 0 0 ____________ 579-571500 Equipment Under $5,000 1,944 6,737 2,500 2,459 2,500 2,500 ____________ TOTAL Operating Equipment 1,944 6,867 2,500 2,459 2,500 2,500 Capital Outlay 579-581010 Land Purchase 0 0 0 0 0 0 ____________ 579-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 165,000 ____________ 579-581500 Machinery/Equipment 0 0 14,000 13,903 13,903 0 ____________ 579-581700 Improvements Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 14,000 13,903 13,903 165,000 ________________________________________________________________________________________________________________________________________ TOTAL DRAINAGE 1,051,332 1,210,097 1,272,024 838,119 1,120,076 1,439,807 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC WORKS 1,051,332 1,210,097 1,272,024 838,119 1,120,076 1,439,807 XXXXX 197 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 204-DRAINAGE AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services 900-532900 Contingency 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 900-534100 Advertising 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 900-541100 Engineering 0 0 0 0 0 0 ____________ 900-541200 Legal Services 0 0 0 0 0 0 ____________ 900-541300 Professional Services 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 900-551900 Construction 0 0 0 26,517 0 0 ____________ 900-551910 Construction - Contingencies 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 26,517 0 0 Capital Outlay 900-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 0 26,517 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 26,517 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 1,051,332 1,210,097 1,272,024 864,637 1,120,076 1,439,807 =========== =========== =========== =========== =========== ============ ============ XXXXX 198 of 278 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 199 of 278 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 2020-21 2021-22 2022-23 Director 1 1 1 Division Chief - Operations 1 1 1 Division Chief - Clinical 1 1 1 Community Health Coordinator 1 1 1 Training Coordinator 1 1 1 Office Manager 1 1 1 Instructor 0 1 1 Administrative Asst. 1 1 1 Billing Specialist 3 3 3 EMS Battalion Chief 3 3 3 Field Training Officer 3 3 3 Lieutenant 3 3 3 MIH Paramedic 1 1 1 Paramedic 28 30 32 EMT 6 6 12 P/T Paramedics 15 15 15 P/T EMT 5 5 5 P/T Supply Coordinator 1 1 1 TOTAL POSITIONS 75 78 86 City Manager Assistant City Manager Operations Emergency Medical Services (EMS) 200 of 278 EMERGENCY MEDICAL SERVICES (EMS) PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Requests for EMS Service 12,269 13,230 13,618 Transports to Hospitals 7,443 8,103 8,366 Hospital to Hospital Transports 795 850 900 Collections per Transport $459 $470 $500 Students Enrolled in EMT Certification Classes 135 140 140 Trips billed for Alamo Heights 546 550 600 Members of EMS Passport 432 440 450 Efficiency 2020-21 Actual 2021-22 Estimate 2022-23 Budget Response Time 90% Reliability 13:59 13:00 13:00 Total Time on Task (Minutes) 58:30 57:00 57:00 Transport Percentage 61% 62% 62% Days Sales Outstanding 45.78 45 45 Mutual Aid Requested 28 25 20 Students Graduated from EMT Certification Classes 63 70 70 Effectiveness 2020-21 Actual 2021-22 Estimate 2022-23 Budget Critical Failures / 100,000 miles 7.0 6 6 Fleet Accidents / 100,000 miles 5.0 4 4 Cardiac Arrest Save % 7.1% 8% 10% Correct recognition of STEMI 64.6% 70% 75% EMT Class Certification Pass Rate 85.7% 90% 90% 201 of 278 EMERGENCY MEDICAL SERVICES (EMS) Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $7,164,000 $7,300,307 $7,605,302 Inter-Jurisdictional 3,204,108 4,214,481 3,978,179 Fund Transfers 409,606 0 0 Miscellaneous 115,705 63,800 137,500 Total $10,893,569 $11,578,588 $11,720,982 Expenses Personnel $5,087,531 $6,024,715 $6,238,590 Supplies 356,297 396,250 398,525 City Support Services 71,113 143,430 160,000 Utility Services 130,473 172,000 176,000 Operations Support 152,744 33,550 31,500 Staff Support 55,329 83,000 88,000 City Assistance 616,862 624,489 624,989 Professional Services 113,798 152,500 125,500 Fund Charges/Transfers 3,272,625 2,638,846 3,145,058 Maintenance Services 10,560 13,000 13,000 Debt Service 115,10 116,725 0 Rental/Leasing 65,118 150,000 150,000 Operating Equipment 74,513 75,528 53,500 Capital Outlay 0 905,000 515,000 Total $10,122,063 $11,529,032 $11,719,662 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are expected to increase 1.2% from FY 2021-22 year-end estimates from an increase in transports that is offset by lower funding from the Texas Ambulance Supplemental Payment Program (TASSP). Expenses: The FY 2022-23 Budget will increase 1.7% from the FY 2021-22 year-end estimate. The addition of 8 new person and wage increases is offset by debt service being paid off and vehicle replacements made in FY 2021-22. 202 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 5,608,246 7,164,150 6,545,490 6,535,970 7,300,307 7,605,302 ____________ Inter-Jurisdictional 2,847,335 3,204,108 3,985,933 3,910,014 4,214,481 3,978,179 ____________ Fund Transfers 0 409,606 1,088,672 0 0 0 ____________ Miscellaneous 339,324 115,705 174,500 65,371 63,800 137,500 ____________ TOTAL REVENUES 8,794,906 10,893,569 11,794,594 10,511,354 11,578,588 11,720,982 EXPENDITURE SUMMARY PUBLIC SAFETY SCHERTZ EMS 8,168,722 10,122,063 11,736,094 9,841,781 11,529,032 11,719,662 ____________ TOTAL PUBLIC SAFETY 8,168,722 10,122,063 11,736,094 9,841,781 11,529,032 11,719,662 MISC & PROJECTS PROJECTS 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ____________ TOTAL EXPENDITURES 8,168,722 10,122,063 11,736,094 9,841,781 11,529,032 11,719,662 REVENUE OVER/(UNDER) EXPENDITURES 626,184 771,505 58,501 669,573 49,556 1,319 =========== =========== =========== =========== =========== ============ ============ XXXXX 203 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-456100 Ambulance/Mileage Transprt Fe 5,365,449 6,844,294 6,206,890 6,221,171 6,967,257 7,248,302 ____________ 000-456110 Passport Membership Fees 25,065 25,765 28,000 26,240 26,000 26,000 ____________ 000-456120 EMT Class - Fees 90,825 134,600 137,500 136,525 140,000 140,000 ____________ 000-456122 CE Class - Fees 19,443 19,745 24,000 18,523 22,000 20,000 ____________ 000-456125 Paramedic Class - Fees 0 0 0 0 0 0 ____________ 000-456130 Immunization Fees 7,936 2,149 3,000 2,227 2,500 3,000 ____________ 000-456140 Billing Fees-External 23,514 20,157 26,000 18,773 22,500 28,000 ____________ 000-456150 Standby Fees 16,849 39,826 30,000 41,989 50,000 50,000 ____________ 000-456155 Community Services Support 24,366 40,176 50,000 36,850 30,000 50,000 ____________ 000-456160 MIH Services 34,699 37,413 40,000 33,621 40,000 40,000 ____________ 000-458110 Sale of Merchandise - GovDeal 0 0 0 0 0 0 ____________ 000-459200 NSF Check Fee 100 25 100 50 50 0 ____________ TOTAL Fees 5,608,246 7,164,150 6,545,490 6,535,970 7,300,307 7,605,302 Inter-Jurisdictional 000-473500 Seguin/Guadalupe Co Support 843,578 1,005,263 927,935 773,279 927,934 927,935 ____________ 000-474200 JBSA Support 0 0 635,706 476,780 635,706 654,778 ____________ 000-474300 Cibolo Support 439,612 473,115 529,044 529,044 529,043 557,334 ____________ 000-475100 Comal Co ESD #6 132,439 141,411 148,871 159,667 150,557 132,247 ____________ 000-475200 Live Oak Support 237,775 246,256 280,241 259,351 259,350 273,764 ____________ 000-475300 Universal City Support 305,996 321,566 335,885 335,885 335,884 345,554 ____________ 000-475400 Selma Support 161,001 171,441 180,290 180,290 180,290 186,132 ____________ 000-475500 Schertz Support 602,583 667,049 695,644 695,644 695,644 725,514 ____________ 000-475600 Santa Clara Support 11,137 11,455 11,953 11,953 11,953 12,236 ____________ 000-475800 Marion Support 16,849 18,375 21,364 21,364 21,363 22,685 ____________ 000-475910 TASPP Program 96,365 148,177 219,000 466,757 466,757 140,000 ____________ TOTAL Inter-Jurisdictional 2,847,335 3,204,108 3,985,933 3,910,014 4,214,481 3,978,179 Fund Transfers 000-486000 Transfer In-Reserves 0 0 755,172 0 0 0 ____________ 000-486100 Transfer In 0 0 333,500 0 0 0 ____________ 000-486405 Transfer In-Grant Fund 0 409,606 0 0 0 0 ____________ TOTAL Fund Transfers 0 409,606 1,088,672 0 0 0 Miscellaneous 000-491000 Interest Earned 1,077 489 2,500 393 600 1,500 ____________ 000-491200 Investment Income 9,562 959 5,000 1,801 2,000 4,000 ____________ 000-493203 Donations-EMS 5,727 925 2,000 650 1,200 2,000 ____________ 000-493205 Donations-Golf Tournament ( 150) 0 0 0 0 0 ____________ 000-495100 MIH Contracts 0 0 0 0 0 0 ____________ 000-496200 Gain on Disposal on Asset 0 0 0 0 0 0 ____________ 000-497000 Misc Income 178,631 48,218 75,000 27,001 20,000 60,000 ____________ 000-497100 Recovery of Bad Debt 8,272 11,223 20,000 8,643 10,000 20,000 ____________ 000-497110 Collection Agency-Bad Debt 136,205 53,891 70,000 26,882 30,000 50,000 ____________ 000-498300 Reimburmnt-City Property 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 339,324 115,705 174,500 65,371 63,800 137,500 ____________ TOTAL REVENUES 8,794,906 10,893,569 11,794,594 10,511,354 11,578,588 11,720,982 =========== =========== =========== =========== =========== ============ ============ XXXXX 204 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ SCHERTZ EMS =========== Personnel Services 280-511110 Regular 1,985,359 2,770,929 3,034,440 2,677,720 3,300,000 3,337,737 ____________ 280-511120 Overtime 783,376 864,024 923,247 888,001 1,000,000 1,000,000 ____________ 280-511180 LTD 1,598 0 0 0 0 0 ____________ 280-511210 Longevity 46,492 48,698 41,121 37,929 39,000 45,351 ____________ 280-511220 Clothing Allowance 12,340 12,972 14,978 14,764 16,000 14,976 ____________ 280-511230 Certification Allowance 13,310 11,645 16,060 13,425 15,000 20,410 ____________ 280-511310 FICA - Employer 230,373 272,255 297,912 265,846 320,000 350,838 ____________ 280-511350 TMRS-Employer 545,961 564,709 592,108 511,171 675,000 707,043 ____________ 280-511410 Health-Employer 430,081 474,438 592,549 514,469 600,000 686,029 ____________ 280-511500 Workers' Compensation 57,936 67,862 64,543 59,715 59,715 76,206 ____________ TOTAL Personnel Services 4,106,826 5,087,531 5,576,958 4,983,039 6,024,715 6,238,590 Supplies 280-521000 Operating Supplies 1,171 629 2,000 1,667 2,000 2,000 ____________ 280-521010 Operating Supplies-EMT Class 19,822 29,950 41,000 39,063 30,000 30,000 ____________ 280-521020 Operating Supplies-CE Class 2,799 6,852 11,000 526 8,500 17,275 ____________ 280-521025 Community Support Supplies 23,066 23,480 35,323 32,595 23,000 25,000 ____________ 280-521030 Operating Supplies- MIH 0 0 1,000 174 500 2,000 ____________ 280-521100 Office Supplies 2,096 2,813 3,500 2,785 3,500 4,000 ____________ 280-521200 Medical/Chem Supplies 217,249 280,902 290,140 309,932 310,000 300,000 ____________ 280-521250 Immunization Supplies 12,135 7,998 21,287 809 15,000 14,000 ____________ 280-521300 Motor Veh. Supplies 2,293 2,480 2,800 1,479 2,000 2,500 ____________ 280-521600 Equip Maint Supplies 0 1,194 2,500 136 1,750 1,750 ____________ TOTAL Supplies 280,631 356,297 410,550 389,165 396,250 398,525 Human Services 280-531100 Pre-employment Check 0 0 0 0 0 0 ____________ TOTAL Human Services 0 0 0 0 0 0 City Support Services 280-532350 Software Maintenance 38,812 46,396 72,000 43,478 72,000 75,000 ____________ 280-532500 City Insurance-Commercial 24,979 24,718 26,000 31,430 31,430 35,000 ____________ 280-532840 Golf Tournament-Dilworth 0 0 0 0 0 0 ____________ 280-532900 Contingencies 0 0 40,000 798 40,000 50,000 ____________ TOTAL City Support Services 63,791 71,113 138,000 75,706 143,430 160,000 Utility Services 280-533100 Gas Utility Service 7,105 6,538 7,000 6,399 7,000 7,000 ____________ 280-533200 Electric Utility Service 8,611 10,138 12,000 6,937 8,500 12,000 ____________ 280-533300 Telephone/Land Line 995 0 0 0 0 0 ____________ 280-533310 Telephone/Cell Phones 12,843 7,731 0 586 0 0 ____________ 280-533320 Telephone/Air Cards 4,134 261 0 0 0 0 ____________ 280-533330 Telephone/Internet 4,667 1,587 0 0 0 0 ____________ 280-533350 Pager Service 0 0 0 0 0 0 ____________ 280-533410 Water Utility Service 6,747 5,162 7,000 4,234 6,500 7,000 ____________ 280-533500 Vehicle Fuel 65,790 99,055 80,000 118,079 150,000 150,000 ____________ TOTAL Utility Services 110,894 130,473 106,000 136,236 172,000 176,000 XXXXX 205 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 280-534000 Postage 6,761 2,427 7,500 3,259 5,000 6,500 ____________ 280-534100 Advertising 0 0 0 485 485 0 ____________ 280-534200 Printing & Binding 2,799 2,609 6,500 2,514 4,000 3,000 ____________ 280-534300 Equipment Maintenance - Copie 4,829 4,654 7,500 4,054 7,500 5,000 ____________ 280-534400 EMT Class Instructors 12,080 13,440 15,000 10,640 10,000 8,000 ____________ 280-534410 CE Class Instructors 960 640 1,500 0 750 1,500 ____________ 280-534420 Community Support-Instructors 2,400 3,680 3,000 1,920 2,000 3,000 ____________ 280-534500 Memberships - Organizations 3,750 3,815 4,000 3,815 3,815 4,500 ____________ 280-534800 Temporary Empl. Services 4,389 0 0 0 0 0 ____________ 280-534999 Misc Expenses 0 121,479 0 0 0 0 ____________ TOTAL Operations Support 37,967 152,744 45,000 26,686 33,550 31,500 Staff Support 280-535100 Uniforms 20,023 21,157 25,265 21,052 30,000 30,000 ____________ 280-535200 Awards 0 0 0 0 0 0 ____________ 280-535210 Employee Recognition-Morale 3,904 5,115 6,000 4,549 6,000 6,500 ____________ 280-535300 Memberships 0 0 500 40 0 0 ____________ 280-535400 Publications 200 0 500 0 0 500 ____________ 280-535500 Training/Travel 24,890 25,066 38,000 37,299 44,000 48,000 ____________ 280-535510 Meeting Expenses 1,351 2,933 3,000 2,470 3,000 3,000 ____________ 280-535600 Professional Certification 3,025 1,058 0 0 0 0 ____________ TOTAL Staff Support 53,394 55,329 73,265 65,411 83,000 88,000 City Assistance 280-537100 Medical Services 1,876 1,738 4,000 845 2,000 2,000 ____________ 280-537110 EMS Outsourcing 548,867 611,113 618,489 463,867 618,489 618,489 ____________ 280-537800 Community Outreach 3,328 4,011 4,500 4,021 4,000 4,500 ____________ TOTAL City Assistance 554,071 616,862 626,989 468,733 624,489 624,989 Professional Services 280-541200 Legal Svcs 195 351 5,000 983 2,000 5,000 ____________ 280-541300 Other Consl/Prof Services 105,049 93,028 103,000 111,508 130,000 100,000 ____________ 280-541400 Auditor/Accounting Service 3,000 3,000 3,000 3,000 3,000 3,000 ____________ 280-541501 Bond Issuance Costs/Paying A( 188,568) 0 0 0 0 0 ____________ 280-541502 Cost of Bond Issuance 0 0 0 0 0 0 ____________ 280-541600 Misc Bank Charges 0 0 0 0 0 0 ____________ 280-541800 Credit Card Fees 16,452 17,419 12,500 16,814 17,500 17,500 ____________ TOTAL Professional Services ( 63,872) 113,798 123,500 132,305 152,500 125,500 Fund Charges/Transfers 280-548000 Transfer Out 0 0 0 0 0 0 ____________ 280-548101 Tranfer Out - General Fund 0 0 0 0 0 4,000 ____________ 280-548106 Transfer Out- Special Events 0 0 0 0 0 0 ____________ 280-548402 Transfer Out-City Wide Projec 0 0 0 0 0 0 ____________ 280-548505 Contribution I&S 0 0 0 0 0 0 ____________ 280-548600 Interfund Charges-G/F Admin 179,100 182,682 212,740 177,283 212,740 216,994 ____________ 280-548610 Interfund Charges-Admin Fleet 138,585 181,781 226,106 188,422 226,106 258,762 ____________ 280-548650 Interest Expense 1,664 0 0 0 0 0 ____________ XXXXX 206 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ 280-548700 Bad Debt Expense 2,305,991 2,621,818 2,224,890 2,090,066 2,200,000 2,665,302 ____________ 280-548750 Loss on Sale of Fixed Asset 0 0 0 0 0 0 ____________ 280-548800 Depreciation Expense 329,219 286,344 0 0 0 0 ____________ 280-548900 Amortization Expense 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 2,954,559 3,272,625 2,663,736 2,455,771 2,638,846 3,145,058 Maintenance Services 280-551100 Building Maintenance 0 0 0 0 0 0 ____________ 280-551800 Other Maintenance Agreements 8,440 0 0 0 0 0 ____________ 280-551810 Maintenance Agr. - Radios 11,520 10,560 13,000 6,720 13,000 13,000 ____________ 280-551900 Construction-Office Spaces 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 19,960 10,560 13,000 6,720 13,000 13,000 Other Costs 280-554100 Deployment-Reimb-STRAC 51 0 0 0 0 0 ____________ 280-554200 Deployment Reimb-TIFMAS 0 0 0 0 0 0 ____________ TOTAL Other Costs 51 0 0 0 0 0 Debt Service 280-555600 Principal-CO Bond 2007 0 0 0 0 0 0 ____________ 280-555600.Interest-CO Bond 2007 0 0 0 0 0 0 ____________ 280-555633 Tax Notes SR2014 - Principal 0 0 0 0 0 0 ____________ 280-555633.Tax Notes SR2014 - Interest 0 0 0 0 0 0 ____________ 280-555639 Tax Notes SR2015 - Principal 0 0 0 0 0 0 ____________ 280-555639.Tax Notes SR2015 - Interest 2,877 0 0 0 0 0 ____________ 280-555900 Debt Service 0 115,100 118,120 116,725 116,725 0 ____________ TOTAL Debt Service 2,877 115,100 118,120 116,725 116,725 0 Rental/Leasing 280-561200 Lease/Purchase Payments 0 65,118 150,000 145,103 150,000 150,000 ____________ TOTAL Rental/Leasing 0 65,118 150,000 145,103 150,000 150,000 Operating Equipment 280-571000 Furniture & Fixtures 3,097 1,569 6,528 6,399 6,528 5,000 ____________ 280-571200 Vehicles&Access. < $5,000 0 15,535 6,754 1,780 4,500 4,500 ____________ 280-571300 Computer&Periphe. < $5000 2,787 12,154 20,000 11,563 15,000 15,000 ____________ 280-571400 Communication Equip < $5000 4,194 8,475 21,289 673 9,500 4,000 ____________ 280-571510 Specialized Medical Equipment 0 0 0 0 0 0 ____________ 280-571520 Operating Equipment- MIH 0 0 0 0 0 0 ____________ 280-571800 Equipment Under $5,000 37,495 36,781 60,727 10,111 40,000 25,000 ____________ TOTAL Operating Equipment 47,573 74,513 115,298 30,526 75,528 53,500 XXXXX 207 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 PUBLIC SAFETY EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 280-581200 Vehicles & Access. Over $5,00 0 0 1,376,490 680,825 725,000 450,000 ____________ 280-581520 Capital Outlay-UH Grant 0 0 0 0 0 0 ____________ 280-581800 Equipment Over $5,000 0 0 199,188 128,832 180,000 65,000 ____________ TOTAL Capital Outlay 0 0 1,575,678 809,657 905,000 515,000 ________________________________________________________________________________________________________________________________________ TOTAL SCHERTZ EMS 8,168,722 10,122,063 11,736,094 9,841,781 11,529,032 11,719,662 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC SAFETY 8,168,722 10,122,063 11,736,094 9,841,781 11,529,032 11,719,662 XXXXX 208 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 203-EMS AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Maintenance Services 900-551910 Construction - Contingencies 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 8,168,722 10,122,063 11,736,094 9,841,781 11,529,032 11,719,662 =========== =========== =========== =========== =========== ============ ============ XXXXX 209 of 278 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 210 of 278 ECONOMIC DEVELOPMENT ECONOMIC DEVELOPMENT 2020-21 2021-22 2022-23 Executive Director 1 1 1 Deputy Director (reclassed Analyst position 2021) 0 1 1 Economic Development Analyst 1 0 0 Business Retention Manager 1 1 1 Executive Assistant 1 1 1 TOTAL POSITIONS 4 4 4 PERFORMANCE INDICATORS Workload/Output 2020-21 Actual 2021-22 Estimate 2022-23 Budget Number of inquiries 94 121 155 Number of Schertz BRE visits 7 18 40 Number of recruitment events 6 8 12 Number of new prospects 15 35 45 Number of active performance agreements 14 15 18 Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Taxes $5,615,928 $6,177,520 $6,548,000 Fund Transfers 0 0 3,320,960 Miscellaneous 56,144 92,900 182,000 Total $5,672,073 $6,270,420 $10,050,960 Expenses Supplies $577 $1000 $1,000 Human Services 0 0 0 City Support Services 3,322 10,336 21,200 Utility Services 1,836 2,450 2,975 Operations Support 68,826 185,660 437,610 Staff Support 7,077 21,125 24,575 211 of 278 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 2022-23 is projected to increase by 60.3% from the FY 2021-22 year-end estimate. The increase is reflective of an increase in sales tax revenue. Expenses: The SEDC funds are restricted to those expenses authorized by the Texas Local Government Code sections 501 and 505. The expenses for FY 2022- 23 are projected to increase by 67.9% to accommodate costs associated with signage on Schertz Parkway Overpass, and Master Planning for comprehensive Request for Information (RFI) responses, and continued work with the Retail Coach on site analysis and planning. Unspent Marketing and Promotion dollars may be carried forward per State statute for Marketing and Promotion purposes. Project Expenses: The SEDC is funding improvements to Lookout Rd, signalization, and upsizing of wastewater facilities in FY 2022-23. The SEDC also has performance agreements with 6 companies that are eligible to receive funds during the FY 2022-23 year. These projects include: Kellum Development, Closner Equipment Co., Phelan-Bennett, Schertz 312 LLC, Schertz Medical Office Building (MOB), and Ace Mart Food Supply. City Assistance 0 2,500 205,000 Professional Services 21,267 41,000 61,300 Fund Charges/Transfers 504,669 506,984 542,221 Maintenance Services 0 0 0 Operating Equipment 2,508 3,960 5,000 Total Economic Development $610,082 $775,015 $1,300,881 Annual and Infrastructure Grants $4,274,385 $1,240,000 $8,750,079 Total Schertz Economic Development $4,884,467 $2,015,015 $10,050,960 212 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 4,819,288 5,615,928 5,408,000 4,869,381 6,177,520 6,548,000 ____________ Fund Transfers 0 0 1,240,000 0 0 3,320,960 ____________ Miscellaneous 288,241 56,144 141,000 57,161 92,900 182,000 ____________ TOTAL REVENUES 5,107,529 5,672,073 6,789,000 4,926,542 6,270,420 10,050,960 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 5,252,997 4,274,385 4,379,038 0 1,240,000 8,750,079 ____________ TOTAL GENERAL GOVERNMENT 5,252,997 4,274,385 4,379,038 0 1,240,000 8,750,079 MISC & PROJECTS PROJECTS 0 0 0 0 0 0 ____________ ECONOMIC DEVELOPMENT 613,162 610,082 1,161,669 691,451 775,015 1,300,881 ____________ FM3009 RD&BRIDGE EXPNDSN 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 613,162 610,082 1,161,669 691,451 775,015 1,300,881 ____________ TOTAL EXPENDITURES 5,866,159 4,884,467 5,540,707 691,451 2,015,015 10,050,960 REVENUE OVER/(UNDER) EXPENDITURES ( 758,629) 787,606 1,248,293 4,235,091 4,255,405 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 213 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411500 Sales Tax Revenue (4B) 4,819,288 5,615,928 5,408,000 4,869,381 6,177,520 6,548,000 ____________ TOTAL Taxes 4,819,288 5,615,928 5,408,000 4,869,381 6,177,520 6,548,000 Fund Transfers 000-486000 Transfer In 0 0 0 0 0 0 ____________ 000-486010 Transfer In-Reserves 0 0 1,240,000 0 0 3,320,960 ____________ 000-486101 Transfer In-General Fund 0 0 0 0 0 0 ____________ 000-486402 Transfer from City Wide Projt 0 0 0 0 0 0 ____________ 000-486411 Contribution Received-Cap Rec 0 0 0 0 0 0 ____________ 000-486505 Transfer From Debt Service 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 1,240,000 0 0 3,320,960 Miscellaneous 000-491000 Interest Earned-Bank 2,045 431 1,000 734 900 2,000 ____________ 000-491200 Investment Income 286,695 55,713 140,000 56,427 92,000 180,000 ____________ 000-497000 Misc Income ( 499) 0 0 0 0 0 ____________ 000-498000 Reimbursements 0 0 0 0 0 0 ____________ 000-499000 Transfer From Reserves 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 288,241 56,144 141,000 57,161 92,900 182,000 ____________ TOTAL REVENUES 5,107,529 5,672,073 6,789,000 4,926,542 6,270,420 10,050,960 =========== =========== =========== =========== =========== ============ ============ XXXXX 214 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ City Assistance 101-537600 Development Incentive Fund 4,752,997 224,385 3,139,038 0 0 3,000,079 ____________ TOTAL City Assistance 4,752,997 224,385 3,139,038 0 0 3,000,079 Fund Charges/Transfers 101-548000 Contributions 500,000 4,050,000 1,240,000 0 1,240,000 5,750,000 ____________ TOTAL Fund Charges/Transfers 500,000 4,050,000 1,240,000 0 1,240,000 5,750,000 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 5,252,997 4,274,385 4,379,038 0 1,240,000 8,750,079 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 5,252,997 4,274,385 4,379,038 0 1,240,000 8,750,079 XXXXX 215 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ ECONOMIC DEVELOPMENT ==================== Personnel Services 966-511110 Regular 0 0 0 0 0 0 ____________ 966-511120 Overtime 0 0 0 0 0 0 ____________ 966-511180 LTD 0 0 0 0 0 0 ____________ 966-511210 Longevity 0 0 0 0 0 0 ____________ 966-511240 Allowance 0 0 0 0 0 0 ____________ 966-511310 FICA-Employer 0 0 0 0 0 0 ____________ 966-511350 TMRS-Employer 0 0 0 0 0 0 ____________ 966-511410 Health-Employer 0 0 0 0 0 0 ____________ 966-511500 Workers' Compensation 0 0 0 0 0 0 ____________ TOTAL Personnel Services 0 0 0 0 0 0 Supplies 966-521100 Office Supplies 448 577 1,000 982 1,000 1,000 ____________ 966-521110 Office Supplies-Refreshments 0 0 0 0 0 0 ____________ 966-521300 Motor Veh. Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 448 577 1,000 982 1,000 1,000 Human Services 966-531100 Pre-employment Check 0 0 0 0 0 0 ____________ 966-531150 Interview Expenses 0 0 0 0 0 0 ____________ TOTAL Human Services 0 0 0 0 0 0 City Support Services 966-532500 City Insurance-Commercial 1,477 1,469 1,700 1,461 1,461 1,700 ____________ 966-532800 Promotional Events 4,676 1,853 9,500 2,530 5,000 9,500 ____________ 966-532900 Contingencies 0 0 0 0 3,875 10,000 ____________ TOTAL City Support Services 6,153 3,322 11,200 3,990 10,336 21,200 Utility Services 966-533200 Electric Utility Service 0 0 0 0 0 0 ____________ 966-533300 Telephone/Land Line 139 0 0 0 0 0 ____________ 966-533310 Telephone/Cell Phones 1,847 1,660 2,000 1,754 2,000 2,000 ____________ 966-533320 Telephone/Air Cards 0 0 0 0 0 0 ____________ 966-533410 Water Utility Service 0 0 0 0 0 0 ____________ 966-533500 Vehicle Fuel 199 119 750 347 400 750 ____________ 966-533550 Vehicle Maintenance 35 57 225 0 50 225 ____________ TOTAL Utility Services 2,220 1,836 2,975 2,101 2,450 2,975 XXXXX 216 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 6 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Operations Support 966-534000 Postage 28 75 500 65 500 500 ____________ 966-534100 Advertising 18,230 5,718 252,375 70,076 100,000 315,850 ____________ 966-534105 Goodwill 821 995 1,750 1,551 1,750 1,750 ____________ 966-534150 TexasOne 0 0 0 0 0 0 ____________ 966-534190 Recruitment Events 7,935 13,484 30,000 21,035 24,000 35,000 ____________ 966-534200 Printing & Binding 340 1,054 1,500 852 1,500 1,500 ____________ 966-534300 Equipment Maintenance-Copier 3,333 3,323 4,000 2,895 3,500 3,500 ____________ 966-534400 Computer Licenses-Software 26,903 29,903 30,025 22,329 30,025 50,675 ____________ 966-534500 Memberships-Organization 13,550 14,275 26,835 24,385 24,385 28,835 ____________ 966-534510 Membership-Commuter Rail Brd 0 0 0 0 0 0 ____________ TOTAL Operations Support 71,140 68,826 346,985 143,188 185,660 437,610 Staff Support 966-535100 Uniforms 408 643 725 676 725 800 ____________ 966-535210 Employee Recognition-Morale 447 1,514 600 405 600 600 ____________ 966-535300 Memberships-Staff Support 665 0 2,250 0 1,000 2,525 ____________ 966-535400 Publications 238 230 800 0 800 800 ____________ 966-535500 Training/Travel 4,033 2,413 12,000 10,141 12,000 12,000 ____________ 966-535510 Meeting Expenses-EDC Board 2,208 2,278 7,850 3,190 6,000 7,850 ____________ TOTAL Staff Support 7,999 7,077 24,225 14,412 21,125 24,575 City Assistance 966-537600 Development Incentive Fund 0 0 0 0 0 0 ____________ 966-537610 Impact Fee Matching Fund 0 0 0 0 0 0 ____________ 966-537615 Small Business Grant Fund 45,000 0 200,000 0 0 200,000 ____________ 966-537650 Prospect Services 317 0 2,500 0 2,500 5,000 ____________ TOTAL City Assistance 45,317 0 202,500 0 2,500 205,000 Professional Services 966-541200 Legal Svcs 11,135 12,920 15,000 6,102 15,000 15,000 ____________ 966-541300 Professional Services 0 0 0 0 0 0 ____________ 966-541400 Auditor/Accounting Service 6,000 6,000 6,300 6,000 6,000 6,300 ____________ 966-541450 Consulting Services 0 2,348 40,000 3,732 20,000 40,000 ____________ 966-541500 Paying Agent 0 0 0 0 0 0 ____________ TOTAL Professional Services 17,135 21,267 61,300 15,834 41,000 61,300 Fund Charges/Transfers 966-548000 Contributions 0 0 0 0 0 0 ____________ 966-548101 Contributions to General Fund 0 0 0 0 0 0 ____________ 966-548505 Contribution to I & S 0 0 0 0 0 0 ____________ 966-548600 Interfund Charges-Admin 461,636 504,669 506,984 506,984 506,984 542,221 ____________ 966-548610 Interfund Charge-Fleet 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 461,636 504,669 506,984 506,984 506,984 542,221 XXXXX 217 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 7 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fund Replenish 966-549000 Fund Replenish-Fund Balance 0 0 0 0 0 0 ____________ TOTAL Fund Replenish 0 0 0 0 0 0 Maintenance Services 966-551700 Grounds Maintenance 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Debt Service 966-555632 Tax Notes SR2010-Principal 0 0 0 0 0 0 ____________ 966-555632.Tax Notes SR2010-Interest 0 0 0 0 0 0 ____________ 966-555650 Bond-CO 2007-Principal 0 0 0 0 0 0 ____________ 966-555650.Bond-CO 2007-Interest 0 0 0 0 0 0 ____________ TOTAL Debt Service 0 0 0 0 0 0 Operating Equipment 966-571100 Furniture & Fixtures 288 2,145 2,500 2,180 2,180 2,500 ____________ 966-571300 Computer & Periphe < $5000 825 362 2,000 1,780 1,780 2,500 ____________ 966-571800 Operating Equipmt under $5,00 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 1,113 2,508 4,500 3,960 3,960 5,000 Capital Outlay 966-581200 Vehicles&Access Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL ECONOMIC DEVELOPMENT 613,162 610,082 1,161,669 691,451 775,015 1,300,881 XXXXX 218 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 8 PROPOSED BUDGET WORKSHEET 620-SED CORPORATION AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ FM3009 RD&BRIDGE EXPNDSN ======================== Maintenance Services 994-551900 FM3009 Rd&Bridge Expansion 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL FM3009 RD&BRIDGE EXPNDSN 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 613,162 610,082 1,161,669 691,451 775,015 1,300,881 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 5,866,159 4,884,467 5,540,707 691,451 2,015,015 10,050,960 =========== =========== =========== =========== =========== ============ ============ XXXXX 219 of 278 FUND: 106 SPECIAL EVENTS DESCRIPTION The Special Events Fund is designated to monitor and manage funds appropriated to host community events, sponsored or co-sponsored, by the City of Schertz. Events include: Kick Cancer/Walk for Life and the Hal Baldwin Scholarship Program. 2020-21 2021-22 2022-23 Budget Actual Estimate Budget Revenues Fund Transfers $(1,472) $0 $0 Miscellaneous 31,793 45,266 24,000 Total $30,793 $45,266 $24,000 Expenses Festival of Angels $0 $0 $0 Jubilee 0 0 0 Kick Cancer 4,284 9,849 10,000 SchertzQ/Fest 0 0 0 Sweetheart Court Program 0 0 0 Hal Baldwin Scholarship 16,632 14,707 14,000 Other Events 0 0 0 Total $20,915 $24,556 $24,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues are set at $24,000 each year and any additional covers event expenses. Expenses: The Special Events Fund FY 2022-23 Budget is set at $24,000 with no change in operations. 220 of 278 9-07-2022 10:08 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 0 0 0 0 0 0 ____________ Fund Transfers 205 ( 1,472) 0 0 0 0 ____________ Miscellaneous 34,379 31,793 24,000 45,268 45,266 24,000 ____________ TOTAL REVENUES 34,585 30,321 24,000 45,268 45,266 24,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 0 0 0 0 ____________ TOTAL GENERAL GOVERNMENT 0 0 0 0 0 0 CULTURAL FESTIVAL OF ANGELS 0 0 0 0 0 0 ____________ EMPLOYEE APPRECIATION EV 0 0 0 0 0 0 ____________ RETIREMENT BANQUET 0 0 0 0 0 0 ____________ 4th OF JULY JUBILEE 0 0 0 0 0 0 ____________ NATIONAL NIGHT OUT 0 0 0 0 0 0 ____________ KICK CANCER 9,813 4,284 10,000 9,849 9,849 10,000 ____________ SCHERTZ FEST 0 0 0 0 0 0 ____________ TML EVENTS 0 0 0 0 0 0 ____________ SWEETHEART EVENT ( 1,950) 0 0 0 0 0 ____________ HAL BALDWIN SCHOLARSHIP 21,867 16,632 14,000 19,707 14,707 14,000 ____________ OTHER EVENTS 1,961 0 0 0 0 0 ____________ TOTAL CULTURAL 31,690 20,915 24,000 29,556 24,556 24,000 ____________ TOTAL EXPENDITURES 31,690 20,915 24,000 29,556 24,556 24,000 REVENUE OVER/(UNDER) EXPENDITURES 2,894 9,406 0 15,712 20,710 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 221 of 278 9-07-2022 10:08 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 0 0 0 0 0 0 ____________ TOTAL Fees 0 0 0 0 0 0 Fund Transfers 000-481000 Transfer In - Reserves 0 0 0 0 0 0 ____________ 000-481314 Transfer In-Hotel/Motel Fund 0 0 0 0 0 0 ____________ 000-485000 Interfund Transfer In 0 0 0 0 0 0 ____________ 000-486100 Transfer In 0 0 0 0 0 0 ____________ 000-486101 Transfer In-General Fund 205 ( 1,472) 0 0 0 0 ____________ TOTAL Fund Transfers 205 ( 1,472) 0 0 0 0 Miscellaneous 000-491200 Investment Income 216 18 0 47 45 0 ____________ 000-492200 Kick Cancer 9,813 2,795 10,000 9,595 9,595 10,000 ____________ 000-493000 July 4th Activities 0 0 0 0 0 0 ____________ 000-493018 TML DINNER 0 0 0 0 0 0 ____________ 000-493100 Employee picnic 0 0 0 0 0 0 ____________ 000-493105 50th Anniversary 0 0 0 0 0 0 ____________ 000-493150 SchertzQ 0 0 0 0 0 0 ____________ 000-493256 Donations - Police Events 0 0 0 0 0 0 ____________ 000-493400 Donations-Christmas Activitie 0 0 0 0 0 0 ____________ 000-493455 Proceeds-Festival of Angels 0 0 0 0 0 0 ____________ 000-493460 Schertz Sweetheart 0 0 0 0 0 0 ____________ 000-493470 Moving on Main 0 0 0 0 0 0 ____________ 000-493621 Hal Baldwin Scholarship 24,350 28,980 14,000 35,626 35,626 14,000 ____________ 000-493900 Donations - Retirement Banque 0 0 0 0 0 0 ____________ 000-497000 Misc Income - Special Events 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 34,379 31,793 24,000 45,268 45,266 24,000 ____________ TOTAL REVENUES 34,585 30,321 24,000 45,268 45,266 24,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 222 of 278 9-07-2022 10:08 AM C I T Y O F S C H E R T Z PAGE: 9 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ KICK CANCER =========== City Support Services 608-532800 Kick Cancer 9,813 4,284 10,000 9,849 9,849 10,000 ____________ TOTAL City Support Services 9,813 4,284 10,000 9,849 9,849 10,000 Operations Support 608-534100 Advertising 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL KICK CANCER 9,813 4,284 10,000 9,849 9,849 10,000 XXXXX 223 of 278 9-07-2022 10:08 AM C I T Y O F S C H E R T Z PAGE: 13 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HAL BALDWIN SCHOLARSHIP ======================= City Support Services 621-532800 Golf Tournament 11,845 12,868 14,000 14,707 14,707 14,000 ____________ 621-532850 Hal Baldwin Scholarship 10,021 3,763 0 5,000 0 0 ____________ TOTAL City Support Services 21,867 16,632 14,000 19,707 14,707 14,000 Fund Charges/Transfers 621-548101 Transfer Out - General Fund 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL HAL BALDWIN SCHOLARSHIP 21,867 16,632 14,000 19,707 14,707 14,000 XXXXX 224 of 278 9-07-2022 10:08 AM C I T Y O F S C H E R T Z PAGE: 14 PROPOSED BUDGET WORKSHEET 106-SPECIAL EVENTS FUND AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ OTHER EVENTS ============ City Support Services 626-532600 Other Events-Baldwin Memorial 0 0 0 0 0 0 ____________ 626-532800 Other Events 1,961 0 0 0 0 0 ____________ 626-532810 Police Events 0 0 0 0 0 0 ____________ TOTAL City Support Services 1,961 0 0 0 0 0 Operations Support 626-534100 Advertising 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL OTHER EVENTS 1,961 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 31,690 20,915 24,000 29,556 24,556 24,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 31,690 20,915 24,000 29,556 24,556 24,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 225 of 278 FUND: 110 Public, Educational, and Government (PEG) Access Fund DESCRIPTION The PEG Fund is dedicated to provide communication infrastructure in the City. This will allow the City to better reach the citizens with necessary information. This fund is commonly used for public access television and institutional network capacity. Currently the level of funding from the collected fees is not great enough to warrant a public access channel but could be used so in the future. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenues $78,746 $90,000 $90,000 Expenses Operating Equipment 0 350,000 0 Capital Outlay 0 517,521 0 Projects 0 0 60,000 Total $0 $867,521 $60,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenues for FY 2022-23 Budget are not expected to change from the FY 2021-22 year-end estimates Expenses: The PEG Fund FY 2022-23 Budget decreased to $60,000 from the FY 2021-22 year-end estimates with the continued implementation of the communication master plan. 226 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Franchises 82,000 78,746 110,000 59,813 90,000 90,000 ____________ Fund Transfers 0 0 757,521 0 0 0 ____________ Miscellaneous 0 0 0 0 0 0 ____________ TOTAL REVENUES 82,000 78,746 867,521 59,813 90,000 90,000 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 0 0 867,521 0 ____________ TOTAL GENERAL GOVERNMENT 0 0 0 0 867,521 0 MISC & PROJECTS PROJECTS 0 0 867,521 0 0 60,000 ____________ TOTAL MISC & PROJECTS 0 0 867,521 0 0 60,000 ____________ TOTAL EXPENDITURES 0 0 867,521 0 867,521 60,000 REVENUE OVER/(UNDER) EXPENDITURES 82,000 78,746 0 59,813 ( 777,521) 30,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 227 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Franchises 000-421350 Spectrum-PEG Fee 63,408 46,224 60,000 46,627 60,000 60,000 ____________ 000-421465 Direct TV PEG Fee 18,592 32,522 50,000 13,186 30,000 30,000 ____________ TOTAL Franchises 82,000 78,746 110,000 59,813 90,000 90,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 757,521 0 0 0 ____________ 000-486406 Transfer In - W&S Projects Fn 0 0 0 0 0 0 ____________ 000-489000 Transfer In 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 757,521 0 0 0 Miscellaneous 000-491000 Interest Earned 0 0 0 0 0 0 ____________ 000-497000 Misc Income 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 0 0 0 0 0 0 ____________ TOTAL REVENUES 82,000 78,746 867,521 59,813 90,000 90,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 228 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Utility Services 101-533300 Telephone 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Professional Services 101-541600 Bank Charges 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Rental/Leasing 101-561200 Lease/Purcahse Payments 0 0 0 0 0 0 ____________ TOTAL Rental/Leasing 0 0 0 0 0 0 Operating Equipment 101-571400 Communications Equipmnt -Mino 0 0 0 0 350,000 0 ____________ TOTAL Operating Equipment 0 0 0 0 350,000 0 Capital Outlay 101-581400 Communications Equipment 0 0 0 0 517,521 0 ____________ TOTAL Capital Outlay 0 0 0 0 517,521 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 0 0 0 867,521 0 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 0 0 0 867,521 0 XXXXX 229 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 110-PUBLIC, EDU, GOVMNT FEE AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Supplies 900-521700 Materials 0 0 0 0 0 0 ____________ TOTAL Supplies 0 0 0 0 0 0 Operations Support 900-534100 Advertising 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 900-541110 COMMUNICATION PLAN 0 0 0 0 0 60,000 ____________ TOTAL Professional Services 0 0 0 0 0 60,000 Operating Equipment 900-571400 Communications Equipmnt-Minor 0 0 350,000 0 0 0 ____________ TOTAL Operating Equipment 0 0 350,000 0 0 0 Capital Outlay 900-581400 Communication Equipment 0 0 517,521 0 0 0 ____________ TOTAL Capital Outlay 0 0 517,521 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 867,521 0 0 60,000 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 867,521 0 0 60,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 0 867,521 0 867,521 60,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 230 of 278 FUND: 314 HOTEL/MOTEL OCCUPANCY TAX DESCRIPTION Revenues for the Hotel/Motel Fund are derived from a 7% tax on rooms rented in the City. There are five hotels in Schertz; the Best Western Plus with 61 rooms, Hampton Inn with 98 rooms, La Quinta with 81 rooms and Fairfield Inn with 118 rooms and Candlewood Suites with 80 rooms. These revenues are used to support Schertz as a destination location. Advertising campaigns to increase awareness of all Schertz has to offer reach citizens all across the State and beyond. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Taxes $518,925 $640,000 $640,000 Miscellaneous 2,095 5,150 8,500 Total $521,016 $645,150 $648,500 Expenses City Support Services $67,977 $112,466 $118,000 Operations Support 17,459 24,000 31,000 Professional Services 6,565 3,750 4,000 Fund Charges/Transfers 72,464 74,443 69,915 Building Maintenance 164,304 54,677 50,000 Operating Equipment 0 44,888 0 Capital Outlay 0 28,200 0 Total $335,764 $342,424 $272,915 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: Revenue for FY 2022-23 Budget is expected to increase 0.5% from the FY 2021-22 year end estimates. Expenses: The Hotel Motel Tax Fund FY 2022-23 Budget decrease 20.3% from FY 2021-22 year end estimates due to one time purchases in FY 21-22 for banquet chairs and an event management software for the civic center. 231 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Taxes 268,946 518,921 520,000 598,118 640,000 640,000 ____________ Fund Transfers 0 0 1,150,000 0 0 0 ____________ Miscellaneous 26,223 2,095 5,250 5,785 5,150 8,500 ____________ TOTAL REVENUES 295,169 521,016 1,675,250 603,903 645,150 648,500 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 393,571 335,764 336,297 267,663 342,424 272,915 ____________ TOTAL GENERAL GOVERNMENT 393,571 335,764 336,297 267,663 342,424 272,915 MISC & PROJECTS PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ____________ TOTAL MISC & PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ____________ TOTAL EXPENDITURES 393,571 335,764 1,579,797 1,311,349 1,494,924 272,915 REVENUE OVER/(UNDER) EXPENDITURES ( 98,402) 185,251 95,453 ( 707,446) ( 849,774) 375,585 =========== =========== =========== =========== =========== ============ ============ XXXXX 232 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Taxes 000-411800 Hotel Occupancy Tax 268,946 518,921 520,000 598,118 640,000 640,000 ____________ TOTAL Taxes 268,946 518,921 520,000 598,118 640,000 640,000 Fund Transfers 000-480620 Indirect Cost - EDC 0 0 0 0 0 0 ____________ 000-481000 Transfer In - Reserves 0 0 1,150,000 0 0 0 ____________ TOTAL Fund Transfers 0 0 1,150,000 0 0 0 Miscellaneous 000-491000 Interest Earned 502 80 250 154 150 500 ____________ 000-491200 Investment Income 25,722 2,015 5,000 5,631 5,000 8,000 ____________ 000-497000 Misc Income 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 26,223 2,095 5,250 5,785 5,150 8,500 ____________ TOTAL REVENUES 295,169 521,016 1,675,250 603,903 645,150 648,500 =========== =========== =========== =========== =========== ============ ============ XXXXX 233 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Expense 0 6,995 0 0 0 0 ____________ 101-521700 Materials 0 0 0 0 0 0 ____________ TOTAL Supplies 0 6,995 0 0 0 0 City Support Services 101-532800 Special Events 62,465 67,977 62,466 58,976 62,466 68,000 ____________ 101-532820 Community Programs 17,993 0 50,000 0 50,000 50,000 ____________ TOTAL City Support Services 80,458 67,977 112,466 58,976 112,466 118,000 Operations Support 101-534100 Advertising 0 0 14,000 3,895 8,000 15,000 ____________ 101-534120 Advertising-Billboards 11,996 17,459 17,000 13,780 16,000 16,000 ____________ TOTAL Operations Support 11,996 17,459 31,000 17,675 24,000 31,000 Professional Services 101-541200 Legal Services 0 0 0 0 0 0 ____________ 101-541300 Other Professional Services 500 3,565 500 712 750 500 ____________ 101-541400 Auditor/Accounting Service 3,000 3,000 3,000 3,000 3,000 3,500 ____________ TOTAL Professional Services 3,500 6,565 3,500 3,712 3,750 4,000 Fund Charges/Transfers 101-548000 Transfer Out 0 0 0 0 0 0 ____________ 101-548100 Interfund Transfer Out 74,428 72,464 74,443 62,036 74,443 69,915 ____________ 101-548106 Transfer Out-Special Events 0 0 0 0 0 0 ____________ 101-548614 Contribution-Park & Rec Fundt 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 74,428 72,464 74,443 62,036 74,443 69,915 Maintenance Services 101-551100 Building Maintenance 0 164,304 50,000 54,677 54,677 50,000 ____________ TOTAL Maintenance Services 0 164,304 50,000 54,677 54,677 50,000 Operating Equipment 101-571200 Vehicles & Access. LESS $5,00 0 0 0 0 0 0 ____________ 101-571500 Operating Equipment 0 0 44,888 42,388 44,888 0 ____________ 101-571700 Improvements Under $5,000 0 0 0 0 0 0 ____________ 101-571810 Event Banners 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 44,888 42,388 44,888 0 XXXXX 234 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Capital Outlay 101-581200 Vehicles & Access. Over $5,00 0 0 0 0 0 0 ____________ 101-581700 Improvements Over $5,000 0 0 0 0 0 0 ____________ 101-581750 Civic Center Improvements 223,189 0 20,000 28,200 28,200 0 ____________ 101-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 223,189 0 20,000 28,200 28,200 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 393,571 335,764 336,297 267,663 342,424 272,915 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 393,571 335,764 336,297 267,663 342,424 272,915 XXXXX 235 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 5 PROPOSED BUDGET WORKSHEET 314-HOTEL TAX AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== Professional Services 900-541100 Engineering 0 0 93,500 52,183 52,500 0 ____________ TOTAL Professional Services 0 0 93,500 52,183 52,500 0 Maintenance Services 900-551900 Construction 0 0 1,150,000 991,503 1,100,000 0 ____________ TOTAL Maintenance Services 0 0 1,150,000 991,503 1,100,000 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 1,243,500 1,043,686 1,152,500 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 393,571 335,764 1,579,797 1,311,349 1,494,924 272,915 =========== =========== =========== =========== =========== ============ ============ XXXXX 236 of 278 FUND: 317 PARK FUND DESCRIPTION The Park Fund is a special fund designated to monitor and manage funds for the management of the City of Schertz Urban Forest and capital improvements of the City of Schertz Park System. The Fund is composed of parkland dedication revenues. Revenues are derived from developer fees (in lieu of parkland dedication), local citizen groups, state, local nonprofit neighborhood associations, home owners associations (HOA’s), regional non-profit grants, and donations. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $0 $318,000 $318,000 Fund Transfers 0 0 0 Miscellaneous 294 1,025 1,025 Total $294 $319,025 $319,025 Expenses Professional Services $4,500 $25,000 $25,000 Operating Equipment 0 0 0 Capital Outlay 0 100,000 100,000 Total $4,500 $125,000 $125,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2022-23 Budget is expected to be equal to the FY 2021-22 year end estimates. Expenses: The FY 2022-23 Budget is not expected to change from FY 2021-22 year end estimate. 237 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 4,000 0 318,000 0 318,000 318,000 ____________ Fund Transfers 0 0 0 0 0 0 ____________ Miscellaneous 3,326 294 1,025 743 1,025 1,025 ____________ TOTAL REVENUES 7,326 294 319,025 743 319,025 319,025 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 0 0 0 0 ____________ TOTAL GENERAL GOVERNMENT 0 0 0 0 0 0 PUBLIC ENVIRONMENT PARKLAND DEDICATION 5,760 5,512 125,000 25,140 125,000 125,000 ____________ TOTAL PUBLIC ENVIRONMENT 5,760 5,512 125,000 25,140 125,000 125,000 ____________ TOTAL EXPENDITURES 5,760 5,512 125,000 25,140 125,000 125,000 REVENUE OVER/(UNDER) EXPENDITURES 1,566 ( 5,218) 194,025 ( 24,397) 194,025 194,025 =========== =========== =========== =========== =========== ============ ============ XXXXX 238 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458800 Parkland Dedication 4,000 0 318,000 0 318,000 318,000 ____________ TOTAL Fees 4,000 0 318,000 0 318,000 318,000 Fund Transfers 000-481000 Transfer In- Reserves 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 0 0 0 0 Miscellaneous 000-491000 Interest Earned 375 10 25 1 25 25 ____________ 000-491200 Investment Income 2,950 284 1,000 742 1,000 1,000 ____________ 000-493700 Donations 1 0 0 0 0 0 ____________ 000-495014 Woodland Oaks Park-Match 0 0 0 0 0 0 ____________ 000-495015 FRIENDS OF NORTH-Matching Fun 0 0 0 0 0 0 ____________ 000-497000 Misc Income 0 0 0 0 0 0 ____________ 000-499100 Transfer From Parks Reserves 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 3,326 294 1,025 743 1,025 1,025 ____________ TOTAL REVENUES 7,326 294 319,025 743 319,025 319,025 =========== =========== =========== =========== =========== ============ ============ XXXXX 239 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 317-PARK FUND AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PARKLAND DEDICATION =================== Supplies 301-521000 Operating Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 0 0 0 0 0 0 Utility Services 301-533300 Utilities 0 0 0 0 0 0 ____________ TOTAL Utility Services 0 0 0 0 0 0 Professional Services 301-541300 Other Consl/prof Services 5,760 4,500 25,000 7,490 25,000 25,000 ____________ TOTAL Professional Services 5,760 4,500 25,000 7,490 25,000 25,000 Fund Charges/Transfers 301-548000 Transfer Out 0 0 0 0 0 0 ____________ 301-548101 Transfer To General Fund 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Maintenance Services 301-551110 Trees 0 0 0 0 0 0 ____________ 301-551710 Landscaping 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Operating Equipment 301-571000 Sign/Fixtures 0 0 0 0 0 0 ____________ 301-571700 Improvements Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 Capital Outlay 301-581010 Land Purchase 0 1,012 0 0 0 0 ____________ 301-581700 Improvements Over $5,000 0 0 100,000 17,650 100,000 100,000 ____________ TOTAL Capital Outlay 0 1,012 100,000 17,650 100,000 100,000 ________________________________________________________________________________________________________________________________________ TOTAL PARKLAND DEDICATION 5,760 5,512 125,000 25,140 125,000 125,000 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 5,760 5,512 125,000 25,140 125,000 125,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 5,760 5,512 125,000 25,140 125,000 125,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 240 of 278 FUND: 319 TREE MITIGATION DESCRIPTION Tree mitigation fund is a special fund that is derived from revenue from permits for tree removal issued in connection with a building permit, subdivision plan, and site plan. These funds are used to replace trees on City Parks, City owned property, Public lands, and SCUCISD school property. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $219,513 $70,000 $70,000 Miscellaneous 650 2,540 1,400 Total $220,163 $72,540 $71,400 Expenses Maintenance Services $35,495 $70,000 $70,000 Total $35,495 $70,000 $70,000 PROGRAM JUSTIFICATION AND ANALYSIS Revenue: The revenue for FY 2022-23 Budget is expected to increase by 1.5% from 2021-22 year-end estimate with no changes to the operation. Expenses: The FY 2022-23 Budget will not change from the FY 2021-22 year-end estimate. 241 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 52,427 219,513 70,000 63,950 70,000 70,000 ____________ Fund Transfers 0 0 0 0 0 0 ____________ Miscellaneous 6,069 650 1,400 1,726 2,540 1,400 ____________ TOTAL REVENUES 58,496 220,163 71,400 65,676 72,540 71,400 EXPENDITURE SUMMARY PUBLIC ENVIRONMENT TREE MITIGATION 28,675 35,495 70,000 64,160 70,000 70,000 ____________ TOTAL PUBLIC ENVIRONMENT 28,675 35,495 70,000 64,160 70,000 70,000 ____________ TOTAL EXPENDITURES 28,675 35,495 70,000 64,160 70,000 70,000 REVENUE OVER/(UNDER) EXPENDITURES 29,821 184,668 1,400 1,516 2,540 1,400 =========== =========== =========== =========== =========== ============ ============ XXXXX 242 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458900 Tree Mitigation 52,427 219,513 70,000 63,950 70,000 70,000 ____________ TOTAL Fees 52,427 219,513 70,000 63,950 70,000 70,000 Fund Transfers 000-481000 Transfer In- Reserves 0 0 0 0 0 0 ____________ TOTAL Fund Transfers 0 0 0 0 0 0 Miscellaneous 000-491000 Interest Earned 446 21 200 37 40 200 ____________ 000-491200 Investment Income 5,123 630 1,200 1,689 2,500 1,200 ____________ 000-497000 Misc Income 500 0 0 0 0 0 ____________ 000-499000 Transfer In 0 0 0 0 0 0 ____________ TOTAL Miscellaneous 6,069 650 1,400 1,726 2,540 1,400 ____________ TOTAL REVENUES 58,496 220,163 71,400 65,676 72,540 71,400 =========== =========== =========== =========== =========== ============ ============ XXXXX 243 of 278 9-07-2022 10:09 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 319-TREE MITIGATION AS OF: JULY 31ST, 2022 PUBLIC ENVIRONMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ TREE MITIGATION =============== Supplies 302-521000 Operating Supplies 0 0 0 0 0 0 ____________ TOTAL Supplies 0 0 0 0 0 0 Professional Services 302-541300 Other Consl/Prof Services 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Fund Charges/Transfers 302-548000 Transfer Out 0 0 0 0 0 0 ____________ 302-548101 Transfer to General Fund 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Maintenance Services 302-551110 Trees 28,675 35,495 70,000 64,160 70,000 70,000 ____________ 302-551710 Landscaping 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 28,675 35,495 70,000 64,160 70,000 70,000 Operating Equipment 302-571000 Signs/Fixtures 0 0 0 0 0 0 ____________ 302-571700 Improvements Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 0 0 0 0 0 0 Capital Outlay 302-581700 Improvements Over $5,000 0 0 0 0 0 0 ____________ 302-581800 Equipment Over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL TREE MITIGATION 28,675 35,495 70,000 64,160 70,000 70,000 ________________________________________________________________________________________________________________________________________ TOTAL PUBLIC ENVIRONMENT 28,675 35,495 70,000 64,160 70,000 70,000 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 28,675 35,495 70,000 64,160 70,000 70,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 244 of 278 FUND: 431 ROADWAY IMPACT FEE AREA 1 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $211,937 $220,000 $250,000 Miscellaneous 592 1,550 5,200 Total $212,529 $221,550 $255,200 Expenses Non Departmental $1,979 $2,000 $5,000 Projects 0 88,173 0 Total $1,979 $90,173 $5,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. 245 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 305,384 211,937 200,000 175,419 220,000 250,000 ____________ Miscellaneous 730 592 900 1,740 1,550 5,200 ____________ TOTAL REVENUES 306,114 212,529 200,900 177,160 221,550 255,200 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 1,979 5,000 1,359 2,000 5,000 ____________ TOTAL GENERAL GOVERNMENT 0 1,979 5,000 1,359 2,000 5,000 MISC & PROJECTS PROJECTS 0 0 88,173 0 88,173 0 ____________ TOTAL MISC & PROJECTS 0 0 88,173 0 88,173 0 ____________ TOTAL EXPENDITURES 0 1,979 93,173 1,359 90,173 5,000 REVENUE OVER/(UNDER) EXPENDITURES 306,114 210,550 107,727 175,801 131,377 250,200 =========== =========== =========== =========== =========== ============ ============ XXXXX 246 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455921 CapitalRcvry-RoadwaysSrvArea 305,384 211,937 200,000 175,419 220,000 250,000 ____________ TOTAL Fees 305,384 211,937 200,000 175,419 220,000 250,000 Miscellaneous 000-491000 Interest Earned 730 195 300 28 50 200 ____________ 000-491200 Investment Income 0 397 600 1,712 1,500 5,000 ____________ TOTAL Miscellaneous 730 592 900 1,740 1,550 5,200 ____________ TOTAL REVENUES 306,114 212,529 200,900 177,160 221,550 255,200 =========== =========== =========== =========== =========== ============ ============ XXXXX 247 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541300 Professional Services 0 1,979 5,000 1,359 2,000 5,000 ____________ TOTAL Professional Services 0 1,979 5,000 1,359 2,000 5,000 Fund Charges/Transfers 101-548202 Transfer Out-Water & Sewer Fn 0 0 0 0 0 0 ____________ 101-548404 Transfer Out - Capital Projec 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 1,979 5,000 1,359 2,000 5,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 1,979 5,000 1,359 2,000 5,000 XXXXX 248 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 431-CAP RCVRY-RDWYS AREA 1 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services 900-532900 Contingency - Service Area 1 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 900-534100 Advertising - Service Area 1 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 900-541100 Engineering - Service Area 1 0 0 0 0 0 0 ____________ 900-541200 Legal Services-Service Area 1 0 0 0 0 0 0 ____________ 900-541300 Professional Services-SrvArea 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 900-551510 Construction-Contingencies 0 0 0 0 0 0 ____________ 900-551900 Construction - Service Area 1 0 0 88,173 0 88,173 0 ____________ TOTAL Maintenance Services 0 0 88,173 0 88,173 0 Capital Outlay 900-581010 ROW/Easements 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 88,173 0 88,173 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 88,173 0 88,173 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 1,979 93,173 1,359 90,173 5,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 249 of 278 FUND: 432 ROADWAY IMPACT FEE AREA 2 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $163,823 $350,000 $200,000 Miscellaneous 249 850 1,600 Total $164,071 $350,850 $201,600 Expenses Non Departmental $39,148 $53,147 $55,000 Total $39,148 $53,147 $55,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $55,000 for any professional services or studies that need to be completed. 250 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 130,495 163,823 120,000 296,689 350,000 200,000 ____________ Miscellaneous 377 249 400 1,096 850 1,600 ____________ TOTAL REVENUES 130,871 164,071 120,400 297,785 350,850 201,600 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 39,148 29,000 52,484 53,147 55,000 ____________ TOTAL GENERAL GOVERNMENT 0 39,148 29,000 52,484 53,147 55,000 MISC & PROJECTS PROJECTS 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ____________ TOTAL EXPENDITURES 0 39,148 29,000 52,484 53,147 55,000 REVENUE OVER/(UNDER) EXPENDITURES 130,871 124,923 91,400 245,301 297,703 146,600 =========== =========== =========== =========== =========== ============ ============ XXXXX 251 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455922 CapitalRcvry-RoadwaysSrvArea 130,495 163,823 120,000 296,689 350,000 200,000 ____________ TOTAL Fees 130,495 163,823 120,000 296,689 350,000 200,000 Miscellaneous 000-491000 Interest Earned 377 89 200 31 50 100 ____________ 000-491200 Investment Income 0 159 200 1,066 800 1,500 ____________ TOTAL Miscellaneous 377 249 400 1,096 850 1,600 ____________ TOTAL REVENUES 130,871 164,071 120,400 297,785 350,850 201,600 =========== =========== =========== =========== =========== ============ ============ XXXXX 252 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ City Assistance 101-537600 Development Incentive Fund 0 39,148 24,000 49,147 49,147 50,000 ____________ TOTAL City Assistance 0 39,148 24,000 49,147 49,147 50,000 Professional Services 101-541300 Professional Services 0 0 5,000 3,338 4,000 5,000 ____________ TOTAL Professional Services 0 0 5,000 3,338 4,000 5,000 Fund Charges/Transfers 101-548202 Transfer Out-Water & Sewer Fn 0 0 0 0 0 0 ____________ 101-548404 Transfer Out - Capital Projec 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 39,148 29,000 52,484 53,147 55,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 39,148 29,000 52,484 53,147 55,000 XXXXX 253 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 432-CAP RCVRY-RDWYS AREA 2 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services 900-532900 Contingency - Service Area 2 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 900-534100 Advertising - Service Area 2 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 900-541100 Engineering - Service Area 2 0 0 0 0 0 0 ____________ 900-541200 Legal Services-Service Area 2 0 0 0 0 0 0 ____________ 900-541300 Professional Services-SrvArea 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 900-551510 Construction-Contingencies 0 0 0 0 0 0 ____________ 900-551900 Construction - Service Area 2 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Capital Outlay 900-581010 ROW/Easements 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 39,148 29,000 52,484 53,147 55,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 254 of 278 FUND: 433 ROADWAY IMPACT FEE AREA 3 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $523,919 $240,000 $375,000 Miscellaneous 977 3,535 5,050 Total $524,896 $243,535 $380,050 Expenses Non Departmental $0 $4,000 $5,000 Total $0 $4,000 $5,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $5,000 for any professional services or studies that need to be completed. 255 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 411,629 523,919 400,000 187,583 240,000 375,000 ____________ Miscellaneous 837 977 1,500 3,034 3,535 5,050 ____________ TOTAL REVENUES 412,466 524,896 401,500 190,617 243,535 380,050 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 5,000 3,338 4,000 5,000 ____________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 4,000 5,000 MISC & PROJECTS PROJECTS 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ____________ TOTAL EXPENDITURES 0 0 5,000 3,338 4,000 5,000 REVENUE OVER/(UNDER) EXPENDITURES 412,466 524,896 396,500 187,280 239,535 375,050 =========== =========== =========== =========== =========== ============ ============ XXXXX 256 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455923 CapitalRcvry-RoadwaysSrvArea 411,629 523,919 400,000 187,583 240,000 375,000 ____________ TOTAL Fees 411,629 523,919 400,000 187,583 240,000 375,000 Miscellaneous 000-491000 Interest Earned 837 442 900 17 35 50 ____________ 000-491200 Investment Income 0 535 600 3,018 3,500 5,000 ____________ TOTAL Miscellaneous 837 977 1,500 3,034 3,535 5,050 ____________ TOTAL REVENUES 412,466 524,896 401,500 190,617 243,535 380,050 =========== =========== =========== =========== =========== ============ ============ XXXXX 257 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541300 Professional Services 0 0 5,000 3,338 4,000 5,000 ____________ TOTAL Professional Services 0 0 5,000 3,338 4,000 5,000 Fund Charges/Transfers 101-548202 Transfer Out-Water & Sewer Fn 0 0 0 0 0 0 ____________ 101-548404 Transfer Out - Capital Projec 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 0 5,000 3,338 4,000 5,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 4,000 5,000 XXXXX 258 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 433-CAP RCVRY-RDWYS AREA 3 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services 900-532900 Contingency - Service Area 3 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 900-534100 Advertising - Service Area 3 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 900-541100 Engineering - Service Area 3 0 0 0 0 0 0 ____________ 900-541200 Legal Services-Service Area 3 0 0 0 0 0 0 ____________ 900-541300 Professional Services-SrvArea 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 900-551510 Construction - Contingencies 0 0 0 0 0 0 ____________ 900-551900 Construction - Service Area 3 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Capital Outlay 900-581010 ROW/Easements 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 0 5,000 3,338 4,000 5,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 259 of 278 FUND: 434 ROADWAY IMPACT FEE AREA 4 DESCRIPTION The Roadway Impact Fee program is designated to support future growth of population and commercial roadway demands while keeping bond supported programs to a minimum. Impact funds must be used within ten years of collection date. Projects must meet requirements laid out in the impact fee study, including expanding roadway capacity by adding new roads or widening existing roads and funds must be spent in the area they are collected. The City is divided up in to 4 separate roadway zones. PERFORMANCE INDICATORS Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $3,033 $2,000 $3,000 Miscellaneous 9 25 40 Total $3,042 $2,025 $3,040 Expenses Non Departmental $0 $3,338 $3,000 Total $0 $3,338 $3,000 PROGRAM JUSTIFICATION AND ANALYSIS The FY 2022-23 Budget will be set at $3,000 for any professional services or studies that need to be completed. 260 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 2,696 3,033 5,000 0 2,000 3,000 ____________ Miscellaneous 29 9 65 24 25 40 ____________ TOTAL REVENUES 2,725 3,042 5,065 24 2,025 3,040 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 0 0 5,000 3,338 3,338 3,000 ____________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 3,338 3,000 MISC & PROJECTS PROJECTS 0 0 0 0 0 0 ____________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ____________ TOTAL EXPENDITURES 0 0 5,000 3,338 3,338 3,000 REVENUE OVER/(UNDER) EXPENDITURES 2,725 3,042 65 ( 3,314) ( 1,313) 40 =========== =========== =========== =========== =========== ============ ============ XXXXX 261 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-455924 CapitalRcvry-RoadwaysSrvArea 2,696 3,033 5,000 0 2,000 3,000 ____________ TOTAL Fees 2,696 3,033 5,000 0 2,000 3,000 Miscellaneous 000-491000 Interest Earned 29 3 15 2 5 10 ____________ 000-491200 Investment Income 0 6 50 22 20 30 ____________ TOTAL Miscellaneous 29 9 65 24 25 40 ____________ TOTAL REVENUES 2,725 3,042 5,065 24 2,025 3,040 =========== =========== =========== =========== =========== ============ ============ XXXXX 262 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Professional Services 101-541300 Professional Services 0 0 5,000 3,338 3,338 3,000 ____________ TOTAL Professional Services 0 0 5,000 3,338 3,338 3,000 Fund Charges/Transfers 101-548202 Transfer Out-Water & Sewer Fn 0 0 0 0 0 0 ____________ 101-548404 Transfer Out - Capital Projec 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 0 0 5,000 3,338 3,338 3,000 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 0 0 5,000 3,338 3,338 3,000 XXXXX 263 of 278 9-07-2022 10:11 AM C I T Y O F S C H E R T Z PAGE: 4 PROPOSED BUDGET WORKSHEET 434-CAP RCVRY-RDWYS AREA 4 AS OF: JULY 31ST, 2022 MISC & PROJECTS EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ PROJECTS ======== City Support Services 900-532900 Contingency - Service Area 4 0 0 0 0 0 0 ____________ TOTAL City Support Services 0 0 0 0 0 0 Operations Support 900-534100 Advertising - Service Area 4 0 0 0 0 0 0 ____________ TOTAL Operations Support 0 0 0 0 0 0 Professional Services 900-541100 Engineering - Service Area 4 0 0 0 0 0 0 ____________ 900-541200 Legal Services-Service Area 4 0 0 0 0 0 0 ____________ 900-541300 Professional Services-SrvArea 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 0 0 0 0 0 Maintenance Services 900-551510 Construction - Contingencies 0 0 0 0 0 0 ____________ 900-551900 Construction - Service Area 4 0 0 0 0 0 0 ____________ TOTAL Maintenance Services 0 0 0 0 0 0 Capital Outlay 900-581010 ROW/Easements 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL MISC & PROJECTS 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 0 0 5,000 3,338 3,338 3,000 =========== =========== =========== =========== =========== ============ ============ XXXXX 264 of 278 FUND: 609 LIBRARY FUND DESCRIPTION The purpose of the Library Advisory Board is to provide citizen input to the City of Schertz on Library policy and operation and to raise community awareness of the library and its services. The Library Advisory Board oversees various fund-raising activities including the operation of the Read Before Bookstore and book consignment sales with all proceeds providing supplementary funding for library materials, programs, projects and building enhancements. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees Fund Transfers $9,104 0 $16,000 7,200 $17,000 5,165 Miscellaneous 124 73 35 Total $9,228 $23,273 $22,200 Expenses Supplies $210 $100 $200 City Support Services 10,947 12,000 12,000 Operating Equipment 8,551 10,000 10,000 Total $19,708 $22,100 $22,200 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2022-23 is expected to decrease 4.6% from the FY 2021-22 estimate due to the lower budgeted amount for fund transfers to balance the overall budget. Expenses: The Library Fund’s FY 2022-23 Budget will increase 0.5% from the FY 2021-22 year end estimate for the increase in operating supply purchases. 265 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 9,204 9,104 16,000 13,590 16,000 17,000 ____________ Fund Transfers 0 0 7,200 0 7,200 5,165 ____________ Miscellaneous 854 124 200 709 73 35 ____________ TOTAL REVENUES 10,058 9,228 23,400 14,299 23,273 22,200 EXPENDITURE SUMMARY GENERAL GOVERNMENT NON DEPARTMENTAL 10,456 19,708 23,400 12,719 22,100 22,200 ____________ TOTAL GENERAL GOVERNMENT 10,456 19,708 23,400 12,719 22,100 22,200 ____________ TOTAL EXPENDITURES 10,456 19,708 23,400 12,719 22,100 22,200 REVENUE OVER/(UNDER) EXPENDITURES ( 399) ( 10,480) 0 1,580 1,173 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 266 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 9,204 9,104 16,000 13,590 16,000 17,000 ____________ 000-458200 Sale of Recyclying Material 0 0 0 0 0 0 ____________ TOTAL Fees 9,204 9,104 16,000 13,590 16,000 17,000 Fund Transfers 000-481000 Transfer In - Reserves 0 0 7,200 0 7,200 5,165 ____________ TOTAL Fund Transfers 0 0 7,200 0 7,200 5,165 Miscellaneous 000-491000 Interest Earned 272 63 100 79 50 25 ____________ 000-491200 Investment Income 578 48 100 125 20 10 ____________ 000-493000 Donations 0 0 0 500 0 0 ____________ 000-495000 Grant-TxCommOnTheArts 0 0 0 0 0 0 ____________ 000-497000 Misc. Income - Library 4 13 0 5 3 0 ____________ TOTAL Miscellaneous 854 124 200 709 73 35 ____________ TOTAL REVENUES 10,058 9,228 23,400 14,299 23,273 22,200 =========== =========== =========== =========== =========== ============ ============ XXXXX 267 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 609-LIBRARY BOARD AS OF: JULY 31ST, 2022 GENERAL GOVERNMENT EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ NON DEPARTMENTAL ================ Supplies 101-521000 Operating Supplies 63 210 200 112 100 200 ____________ TOTAL Supplies 63 210 200 112 100 200 City Support Services 101-532800 Special Events 6,393 10,947 12,000 7,717 12,000 12,000 ____________ TOTAL City Support Services 6,393 10,947 12,000 7,717 12,000 12,000 City Assistance 101-537300 Contributions 0 0 0 0 0 0 ____________ TOTAL City Assistance 0 0 0 0 0 0 Fund Charges/Transfers 101-548101 Transfer Out- General Fund 0 0 0 0 0 0 ____________ TOTAL Fund Charges/Transfers 0 0 0 0 0 0 Operating Equipment 101-571000 Furniture & Fixtures 0 0 1,200 0 0 0 ____________ 101-571400 Library Materials 4,000 8,551 10,000 4,890 10,000 10,000 ____________ 101-571500 Improvement Under $5,000 0 0 0 0 0 0 ____________ TOTAL Operating Equipment 4,000 8,551 11,200 4,890 10,000 10,000 Capital Outlay 101-581500 Improvements over $5,000 0 0 0 0 0 0 ____________ TOTAL Capital Outlay 0 0 0 0 0 0 ________________________________________________________________________________________________________________________________________ TOTAL NON DEPARTMENTAL 10,456 19,708 23,400 12,719 22,100 22,200 ________________________________________________________________________________________________________________________________________ TOTAL GENERAL GOVERNMENT 10,456 19,708 23,400 12,719 22,100 22,200 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 10,456 19,708 23,400 12,719 22,100 22,200 =========== =========== =========== =========== =========== ============ ============ XXXXX 268 of 278 FUND: 615 HISTORICAL COMMITTEE MISSION STATEMENT To gather, preserve, and make available to the public historical information regarding people, places, and events that have contributed to the development of the City of Schertz. DESCRIPTION This function is funded from the Special Events Fund by a transfer. The Historical Committee reviews locations for possible historic value and distributes books about the history of Schertz. Budget 2020-21 Actual 2021-22 Estimate 2022-23 Budget Revenue Fees $590 $1,943 $1,000 Fund Transfers 3,109 10,750 10,750 Total $3,702 $12,693 $11,750 Expenses Supplies $247 $1,500 $1,500 Operations Support 0 500 500 Staff Support 0 5,871 5,150 Professional Services 100 1,600 1,600 Operating Equipment 2,762 3,000 3,000 Total $3,109 $12,471 $11,750 PROGRAM JUSTIFICATION AND ANALYSIS Revenues: Revenue for FY 2022-23 will remain at the same funding allocation as FY 2021-22. Expenses: The Historical Committee’s FY 2022-23 Budget will remain the same as the FY 2021-22 Budget. 269 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 1 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JULY 31ST, 2022 FINANCIAL SUMMARY (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ REVENUE SUMMARY Fees 43 590 1,000 1,943 1,943 1,000 ____________ Fund Transfers 169 3,109 10,750 0 10,750 10,750 ____________ Miscellaneous 0 2 0 0 0 0 ____________ TOTAL REVENUES 212 3,702 11,750 1,943 12,693 11,750 EXPENDITURE SUMMARY CULTURAL HISTORICAL COMMITTEE 169 3,109 11,750 3,001 12,471 11,750 ____________ TOTAL CULTURAL 169 3,109 11,750 3,001 12,471 11,750 ____________ TOTAL EXPENDITURES 169 3,109 11,750 3,001 12,471 11,750 REVENUE OVER/(UNDER) EXPENDITURES 43 592 0 ( 1,058) 222 0 =========== =========== =========== =========== =========== ============ ============ XXXXX 270 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 2 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JULY 31ST, 2022 REVENUES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ Fees 000-458100 Sale of Merchandise 43 590 1,000 1,943 1,943 1,000 ____________ TOTAL Fees 43 590 1,000 1,943 1,943 1,000 Fund Transfers 000-486101 Transfer In-General Fund 0 0 10,750 0 10,750 10,750 ____________ 000-486106 Transfer In-Special Events 169 3,109 0 0 0 0 ____________ TOTAL Fund Transfers 169 3,109 10,750 0 10,750 10,750 Miscellaneous 000-493617 Donations 0 0 0 0 0 0 ____________ 000-497000 Misc. Income 0 2 0 0 0 0 ____________ TOTAL Miscellaneous 0 2 0 0 0 0 ____________ TOTAL REVENUES 212 3,702 11,750 1,943 12,693 11,750 =========== =========== =========== =========== =========== ============ ============ XXXXX 271 of 278 9-07-2022 10:12 AM C I T Y O F S C H E R T Z PAGE: 3 PROPOSED BUDGET WORKSHEET 615-HISTORICAL COMMITTEE AS OF: JULY 31ST, 2022 CULTURAL EXPENDITURES (-------------- 2021-2022 ---------------)(-------- 2022-2023 -------) 2019-2020 2020-2021 CURRENT Y-T-D PROJECTED CITY ADMIN. ADOPTED ACTUAL ACTUAL BUDGET ACTUAL YEAR END RECOMMENDED BUDGET ________________________________________________________________________________________________________________________________________ HISTORICAL COMMITTEE ==================== Supplies 609-521000 Operating Supplies 100 247 1,500 1,281 1,500 1,500 ____________ TOTAL Supplies 100 247 1,500 1,281 1,500 1,500 Operations Support 609-534200 Printing & Binding 0 0 500 0 500 500 ____________ TOTAL Operations Support 0 0 500 0 500 500 Staff Support 609-535200 Awards 69 0 1,000 1,721 1,721 1,000 ____________ 609-535300 Memberships 0 0 150 0 150 150 ____________ 609-535500 Training/Travel 0 0 4,000 0 4,000 4,000 ____________ TOTAL Staff Support 69 0 5,150 1,721 5,871 5,150 Professional Services 609-541300 Other Consl/Prof Services 0 100 1,600 0 1,600 1,600 ____________ 609-541500 State/County Fees 0 0 0 0 0 0 ____________ TOTAL Professional Services 0 100 1,600 0 1,600 1,600 Operating Equipment 609-571000 Furniture & Fixtures 0 0 0 0 0 0 ____________ 609-571810 Event Banners 0 2,762 3,000 0 3,000 3,000 ____________ TOTAL Operating Equipment 0 2,762 3,000 0 3,000 3,000 ________________________________________________________________________________________________________________________________________ TOTAL HISTORICAL COMMITTEE 169 3,109 11,750 3,001 12,471 11,750 ________________________________________________________________________________________________________________________________________ TOTAL CULTURAL 169 3,109 11,750 3,001 12,471 11,750 ________________________________________________________________________________________________________________________________________ TOTAL EXPENDITURES 169 3,109 11,750 3,001 12,471 11,750 =========== =========== =========== =========== =========== ============ ============ XXXXX 272 of 278 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. 273 of 278 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. 274 of 278 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. 275 of 278 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. 276 of 278 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. 277 of 278 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. 278 of 278