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HomeMy WebLinkAbout2014 Operating BudgetCity of West University Place Fiscal Year 2013-2014 Budget Cover Page October 7, 2013 This budget will raise more revenue from property taxes than last year's budget by an amount of $415,033, which is a 2.63 percent increase from last year's budget. The property tax revenue to be raised from new property added to the tax roll this year is $116,603. The members of the governing body voted on the budget as follows: FOR: Bob Fry Susan Sample Ed Heathcott Joan Johnson Dick Yehle AGAINST: PRESENT and not voting: ABSENT: Property Tax Rate Comparison 2013-2014 Property Tax Rate: 2012-2013 $0.37400/100 $0.37411/100 Effective Tax Rate: $0.36638/100 $0.36284/100 Effective Maintenance & Operations Tax Rate: $0.18730/100 $0.17919/100 Rollback Tax Rate: $0.37997/100 $0.37638/100 Debt Rate: $0.17769/100 $0.18286/100 Total debt obligation for City of West University Place secured by property taxes: $8,081,945 Page 1 of 125Page 1 of 125 Taxpayer Information I. Local and County Taxes For the City of West University Place, the average household income is $200,000 and the median value of a home is $737,500. After homestead exemption, a typical tax bill for someone in that range would be approximately: Entity 2013 Tax rate per $100 Taxes Percentage Houston ISD 1.186700 $ 8,751.91 51.87% Harris County* 0.727153 5,362.75 31.78% City of West University Place 0.374000 2,758.25 16.35% Total Taxes 2.287853 $16,872.91 100% *Include Harris County, Harris County Flood Control, Port of Houston Authority, Harris County Hospital District, Harris county Department of Education and the Houston Community College System Source: Harris County Central Appraisal District Those city taxes provide residents with • police and fire departments, • 43 miles of streets, 690 streetlights, • 7 parks, 2 pools, 2 baseball/soccer fields, 5 tennis courts, 2 racquetball/squash courts, 3 basketball half-courts, 4 recreational facilities, • 40 miles of water mains, • 357 fire hydrants, • 3.65 million gallons of water storage, • 40 miles of sanitary sewers, 32 miles of storm sewers, 1.32 miles of drainage canals, • 2 million gallons of water treatment capacity and • 121 employees. II. State Taxes State taxes paid by families with annual incomes of $126,000 or more = 3.6% Using the same average income, West University Place families pay approximately $7,200 in taxes to the State of Texas. The biggest of these taxes include state sales tax, franchise/business taxes, motor fuels tax, motor vehicle sales and tobacco/alcohol taxes. Source: TexasObserver.org Page 2 of 125Page 2 of 125 CITY OF WEST UNIVERSITY PLACE 2014 ANNUAL BUDGET Page 3 of 125Page 3 of 125 CITY OF WEST UNIVERSITY PLACE ANNUAL BUDGET 2014 INTRODUCTION This document has been prepared to help you learn and understand issues affecting the community of West University Place. The primary function of a City Budget is to provide a financial plan for the coming year. West University Place’s Budget is no exception and as such contains financial schedules and statistics. Financial plans cannot be prepared without defining what the organization intends to accomplish and how it intends to go about reaching its goals. Therefore, the 2014 Annual Operating Budget serves as a policy document that presents the major policies governing the management of the City. It is also an action plan to give the public, elected officials and City staff information about what the City is doing and how efficiently. Finally, the 2014 Annual Operating Budget functions as a tool, formally communicating the City’s financial and operating plan for the coming year. FORMAT The 2014 Annual Operating Budget is grouped first by fund and then by department. Like most other local governments, the City uses funds to account for its financial activities. A fund is simply a device to segregate and account for public resources. Financial statements, including the adopted 2014 budget, are presented for every fund. Like the checking account statement you receive each month from your bank, the statements show beginning balances, revenues, expenditures and ending balances for the year. Accompanying the statements are narrative discussions of each fund’s financial activity for the prior year and the expected activity for 2014. Graphs, schedules, and tables are provided to help illustrate and clarify certain points. Funds are divided into departments or projects. Each department is presented with a brief statement describing what the department intends to accomplish in 2014. Detailed schedules compare the department’s finances over several years, plus information about staffing. The appendices detail the City’s debt and revenues and include tables and schedules that present historical information about the City’s finances, the Budget Ordinance and an explanatory glossary of terms. Page 4 of 125Page 4 of 125 TABLE OF CONTENTS 2014 Introduction City Manager’s Budget Message………………………………………………………. 6 Organization Chart……………………………………………………………………... 17 Budget Summaries 2014 Budget at a Glance……………………………………………………………….. 19 Comparison of 2013 Budget to 2014 Proposed………………………………………... 20 2014 Combined Summary of Revenues, Expenditures and Fund Balance/Retained Earnings………………………………………………………………………………… 21 General Fund Summary Discussion………………………………………………………………...…. 22 Administration………………………………………………………………………….. 32 Finance……………………………………………………………………………......... 36 Police…………………………………………………………………………………… 41 Fire……………………………………………………………………………………... 45 Public Works…………………………………………………………………………… 48 Parks and Recreation…………………………………………………………………… 58 Transfers……………………………………………………………………………….. 67 Debt Service Fund Summary Discussion…………………………………………………………………… 68 Water and Sewer Fund Summary Discussion…………………………………………………………………… 72 Utility Billing - Finance………………………………………………………………... 79 Operations…………………………………………………………………………….... 84 Solid Waste Fund Summary Discussion…………………………………………………………………… 88 General Services, Curbside Recycling, Recycling Facility……………………………. 89 Internal Service Funds Employee Benefit Fund………………………………………………………………… 97 Vehicle Replacement Fund…………………………………………………………….. 100 Technology Management Fund………………………………………………………… 103 Equipment Replacement Fund…………………………………………………………. 106 Special Revenue Funds Parks Fund……………………………………………………………………………… 108 Court Technology Fund………………………………………………………………... 108 Tree Replacement Fund………………………………………………………………... 109 Court Security Fund……………………………………………………………………. 109 METRO Grant Fund…………………………………………………………………… 110 Police Forfeited Property Fund………………………………………………………… 110 Police Training Fund…………………………………………………………………… 111 Fire Training Fund……………………………………………………………………... 111 Good Neighbor Fund…………………………………………………………………… 112 Capital Projects Funds Capital Project Fund……………………………………………………………………. 114 Transportation (Drainage) Improvement Fund………………………………………… 116 Capital Reserve Fund…………………………………………………………………... 117 Water and Sewer Capital Reserve Fund………………………………………………... 118 Ordinances Adopting 2014 Budget…………………………………………………………………. 120 Levying and Assessing Ad Valorem Taxes for 2013…………………………………... 123 Page 5 of 125Page 5 of 125 City of West University Place A Neighborhood City October 7, 2013 Honorable Mayor Bob Fry City Council Members City of West University Place 3800 University Boulevard West University Place, Texas 77005 Dear Mayor Fry and City Council Members: In compliance with State law, the City’s Charter, and good management practices, I am pleased to submit the Proposed 2014 Annual Operating Budget for the City of West University Place. The goal of this Budget is to enable City staff to continue providing the wide range and high level of services needed to sustain and enhance the quality of life our residents expect and enjoy without a tax rate increase in the coming year. The Budget is a policy, management, and planning document. It is also a financial report and a means of communicating with the citizens of West University Place. In addition to reviewing previous accomplishments, it anticipates future needs, addresses the coming year’s objectives and goals, and identifies resources for achieving those needs, objectives and goals. This Budget provides a strong financial plan for providing superior municipal services. Staff is confident that, while conservative, the Budget projections and estimates reasonably and accurately anticipate the City’s revenues and requirements. This Budget builds upon our foundation of consistent work over the past half-decade to improve the efficiency and effectiveness of our operations. This budget maintains service in prioritized areas and addresses major capital needs for the City. This budget recommends a tax rate slightly below the prior year’s tax rate. This proposed rate is above the Effective Tax Rate, which means that the average property owner will see their property tax bills slightly increase. The average homeowner can expect to annually pay approximately $122 more in taxes to the City, entirely due to the increase in property values. The City is a service organization. The most important asset of any service organization is its trained, motivated, and properly-led employees. This budget includes an average 3% pay-for-performance plan for all full-time employees on anniversary date. This continues the directive of Council to ensure that the City’s compensation system was market based, financially efficient and effective, competitive and designed to enable the City to attract and retain qualified, high performing talent for all positions. Page 6 of 125Page 6 of 125 2014 BUDGET SUMMARY The 2014 Budget anticipates approximately $39.0 million in fund sources with approximately $39.2 million in fund uses, which is balanced by the use of fund balance reserves. Revenue of $16.3 million from property taxes will be $411,000 or 2.59%, more than the prior year’s budget. Revenues from sales and franchise taxes, which are the principal components of the category “other taxes,” are expected to decrease slightly as compared to the 2013 budget. Charges for services are expected to be higher in 2014 primarily due to expectations for higher water and sewer sales. Other revenues, which primarily consist of investment income, recycling revenue, rental income and Southside Place expense sharing allocations, are expected to remain relatively level from 2013 to 2014. Total 2014 projected expenditures of $41.9 million are slightly up compared to the 2013 budget of $41.3 million. The total includes operating expenditures of $28.9 million (including transfers), spending on capital outlay of $3.7 million, and debt repayment of $9.3 million. The overall increase is primarily attributable to the annualized cost of the 2013 salary increases on employee anniversary dates, and 3% pay-for-performance salary adjustment for all positions effective on anniversary date. SOURCES This budget projects income sources, excluding Special Revenue Funds, Capital Project Funds and inter-fund transfers of $30.3 million, available to fund 2014 operations. This is about $22,341 or 0.07% more than the 2013 revised estimate. Total General Fund revenues, projected at about $14.6 million, are approximately 3.5% below the 2013 revised estimate. This is a result of a conservative estimate of recreational usage fees for budgeting purposes as compared to the estimates of the current year activity, which is better than originally budgeted. 2013 Estimated 2014 Budget Change % Change Property Tax $ 15,734,800 $ 16,268,400 $ 533,600 3.39% Other Taxes 2,184,800 2,177,900 (6,900) -0.32% Licenses, Permits & Fees 563,706 465,070 (98,636) -17.50% Fines & Forfeitures 175,400 172,300 (3,100) -1.77% Charges for Services 11,386,202 10,895,408 (490,794) -4.31% Other Revenue 263,889 352,060 88,171 33.41% Transfers 2,068,100 1,486,500 (581,600) -28.12% Total Revenues $ 32,376,897 $ 31,817,638 $ (559,259) -1.73% Property Taxes This budget recommends reducing slightly the City’s current ad valorem property tax rate to $0.37400 per $100 assessed valuation, which is 2.08% above the current Effective Tax Rate of $0.36638 cents. The City’s tax rate is made up of two components. One covers maintenance and operations, while the other pays debt service. The debt service tax rate of $0.17769 per $100 assessed valuation is $0.00517 or 2.83% lower than the 2012 debt service rate of $0.18286. The tax rate needed to support the future years’ payments is expected to remain stable as assessed values Page 7 of 125Page 7 of 125 remain relatively stable. Conversely, the maintenance and operations tax rate will increase $0.00506, or 2.65%, to $0.19631 per $100 assessed valuation. Comparison of Property Taxes: Tax Years 2013 vs. 2012 FY 2014 / TY 2013 FY 2013 / TY 2012 Monthly Increase/ (Decrease) Levy Rate/ $100 Monthly Cost / Typical Family Levy Rate/ $100 Monthly Cost / Typical Family Maintenance & Operations $0.19631 $128.61 $0.19125 $120.07 $8.54 Debt Service $0.17769 $116.41 $0.18286 $114.80 $1.60 $0.37400 $245.01 $0.37411 $234.87 $10.14 Average taxable value $786,138 $753,383 Fees and Charges Complying with the City’s financial policy, staff continuously monitors, reviews, and adjusts all applicable fees and charges to assure equitable coverage of service costs. Property Tax 51% Other Taxes 7% Licenses, Permits & Fees 1% Fines & Forfeitures 1% Charges for Services 34% Other Revenue 1% Transfers 5% 2014 REVENUES - GENERAL, DEBT SERVICE, WATER & SEWER AND SOLID WASTE FUNDS Page 8 of 125Page 8 of 125 EXPENDITURES The 2014 Budget proposes total expenditures of $34.1 million for the City’s four major funds. It devotes $11.9 million, or 35%, to personnel; $7.8 million, or 22%, to operating expenditures; $151,300, or 0.4%, to capital purchases; $5.1 million, or 15%, to operating and capital transfers; and $9.3 million, or 27%, to debt service on the City’s outstanding bonds. An additional $3.5 million is budgeted for expenditures in the Capital Improvements Funds. 2013 Estimated 2014 Budget Change % Change Personnel $ 11,429,520 $ 11,898,460 468,940 4.10% Other Operating 8,610,656 7,577,337 (1,033,319) -12.00% Total Operating 20,040,176 19,475,797 564,379 2.82% Capital Outlay 473,331 151,300 (322,031) -68.04% Transfers 3,930,304 5,094,000 1,163,696 29.61% Debt Service 9,347,836 9,339,185 (8,651) -0.09% Total Expenditures $ 33,791,647 $ 34,060,282 $ 268,635 0.79% Operating Budgets The City Operating Budgets consist of four funds: the General Fund, the Debt Service Fund, the Water and Sewer Fund and the Solid Waste Fund. General Fund – The proposed General Fund budget of $15.58 million is about $352,245, or 1.36%, above the 2013 Budget. The net increase is primarily attributable to the annualized cost Personnel 35% Operating 22% Capital 0.4% Transfers 15% Debt Service 27% 2014 EXPENDITURES - GENERAL , DEBT SERVICE, WATER & SEWER AND SOLID WASTE FUNDS Page 9 of 125Page 9 of 125 of the 2013 salary increases on employee anniversary dates and the elimination of two positions through attrition. Debt Service Fund – In 2014, the City will pay $8,110,000 of debt service and fiscal agent fees, a decrease of $177,600 over 2013. Funding debt service payments requires an ad valorem tax rate of $.17769 per $100 of assessed value in tax year 2013, a decrease of 2.83% or $0.00517 per $100, and is due to the scheduled decreases in the existing tax supported debt as well as a decrease in the interest payments due to debt refinancing in 2013. Water and Sewer Fund – This fund’s total budget of $8.8 million is $183,207 or 2.1%, lower than the 2013 budget. The system Operations and Finance - Utility Billing divisions, are appropriated at $7,575,725, including $1,250,000 transferred to the General Fund to reimburse for costs it incurs on behalf of the W&S Fund and a $1,900,000 transfer to the Water & Sewer Capital Projects Fund to cash fund necessary capital projects. The transfer to the Water & Sewer Capital Projects Fund is the same amount transferred in the 2013 Budget. These transfers are made possible due to the continuing dry conditions starting in 2011 and extending into early 2013. The extra funds will be used to fund large capital projects on a pay-as-you -go basis rather than issuing debt. Water and Sewer Revenue debt service for 2014 is $1,229,185 (principal, interest and fiscal agent fees) on outstanding revenue bonds. Portions of the 2001-A and 2001-B Revenue Bonds were refunded in September 2010, effectively lowering the annual debt service requirements for the Water and Sewer Fund. The debt service payment for the refunding bonds is included in the General Debt Service Fund; therefore, there is a transfer to the General Debt Service Fund to fund the Water and Sewer portion of the refunding debt. The total debt service for the remaining ADMINISTRATION 7% FINANCE 13% POLICE 25% FIRE 17% PUBLIC WORKS 17% PARKS & RECREATION 19% TRANSFERS OUT 2% 2014 Budget by Department Page 10 of 125Page 10 of 125 bonds will remain relatively stable, ranging from a high of $1.32 million in 2018 to $985,080 with the final payment on February 1, 2022. Currently, there is no proposed increase in the water and wastewater rates charged to our customers. News of impending rate increases from the City of Houston will require additional rate increases to keep pace with increase for treated water. Future rate increases may be required to fund capital projects that were not considered part of the City’s previous infrastructure replacement program. Funding for phase 2 of 2 of a fixed based automated meter reading infrastructure is included in the Water & Sewer Capital Reserve Fund. Several vendors are being investigated to determine the best option for the City. Solid Waste Fund – The direct cost of collecting and disposing of solid waste is expected to decrease $229,260 or 12.8%, from the prior year budget. The net decrease is primarily attributable to the closure of the recycling center. The two positions dedicated to the recycle center will be eliminated with the employees in those positions transitioned to two other open positions within the department. The closure of the recycling center will help mitigate the need for a rate increase in 2014. The 2014 budget includes a 9.5% increase on all rates, increasing the Over-65 and disabled rates by $1.07, up to $12.27 per month and the regular rates by $2.10, up to $24.16 per month. This increase is necessary as a result of multiple years of decreased commodity prices and therefore revenue from the sales of recyclables. Excluding the effects of the closure of the recycling center, the expenditures for the remainder of the Solid Waste fund are relatively stable. Expenditures increased with the annualization of the cost of the 2013 salary increases on employee anniversary dates, and decreased in other operating line items such as fuel, solid waste disposal fees and the transfer to the Technology Management Fund. Internal Service Funds Internal Service Funds provide accounting and budgetary controls for expenditures common to all funds. West U has established four such Internal Service Funds. Employee Benefit Fund - The Employee Benefit Fund provides a systematic approach to accumulating the funds needed for employee benefits. Each operating fund contributes to the fund on the basis of the projected cost of the benefits. Charges in the amount of $2.04 million are expected from operating funds, plus $380,050 from employee/retiree contributions and other miscellaneous earnings. Expenditures for benefits are expected to be $2.4 million, a 10.9% increase from the amount budgeted in 2013. This is primarily due to a decrease in the health insurance premiums paid for active and eligible retired employees and the administrative costs of the Affordable Care Act, an unfunded mandate In September 2012, the City joined an Interlocal Agreement with the cities of Friendswood, Webster and Dickinson for the purchase of health insurance, effectively lowering the cost of health care for our employees for 2013. Vehicle Replacement Fund - The Vehicle Replacement Fund (VRF), formerly called the Equipment Replacement Fund, allocates charges to the major operating funds based on an estimated depreciation and replacement cost of existing vehicles in those funds. The allocation is used to purchase vehicles routinely used to provide City services. In 2014, expenditures are expected to be $292,000 which includes the scheduled replacement of one F-150 (General Services), a CCC with Witke 30-yd trash truck (Solid Waste), Kubota B20 Backhoe and Trailer Page 11 of 125Page 11 of 125 and portable air compressor (Water & Sewer Operations). Included is the return of $198,000 to the Solid Waste Fund to reimburse the fund for vehicles that are not being purchased due to the closure of the recycling center. Technology Management Fund – Since 2007, the management of the City’s funding of critical technology is financed through the Technology Management Fund. In 2014, managing, supporting and replacing computers, networks, and communication equipment are expected to cost $1,166,710. This is approximately a $259,490, or 18.2%, decrease from the prior year budget, primarily attributable to last year’s non-recurring funding appropriated for GIS Health Check, digital signage for a Parks & Recreation facility, security cameras for the Community Building. As with all of the Internal Service Funds, the Technology Management Fund is financed by changes to operating funds. Equipment Replacement Fund – The Equipment Replacement Fund (ERF) is a new fund beginning in 2012. The third year of funding comes from a transfer from excess General Fund reserves. The ERF will be used to finance the purchase of equipment routinely used in providing the City’s services. The ERF will operate in the same manner as the VRF in that each City Department will make contributions to the ERF based on the estimated life and replacement cost of the equipment it uses. The ERF will purchase equipment when a combination of age and repair cost indicates that the machine has reached the end of its service life. The 2014 source of funds is from the Fire Department in anticipation of the required replacement of bunker gear in 2015 and Self Contained Breathing Apparatus (SCBA) in 2019. No expenditures are planned for 2014. Employee Staffing This budget reduces staffing levels by 4 full-time positions, lowering to 121 full-time equivalent (FTE). These positions were eliminated through attrition in the Finance and Public Works departments and with the closure of the recycling center. The staff in existing positions will be transitioned to other open positions in the city. We constantly strive to make our services more effective and efficient, whether through using new technology, or by reclassifying or reassigning existing employees. The following chart demonstrates that we have remained relatively stable in the number of employees since 2004. As a routine practice, we will continue to evaluate the allocation of personnel to determine and achieve the most efficient and effective use of the community’s resources. Page 12 of 125Page 12 of 125 DEPARTMENT 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 GENERAL FUND Administration 4 5 4 4 4 5 5 5 5 5 5 Finance 9 9 8 8 8 7 7 6 6 6 5 Police 33 32 32 32 32 32 32 33 35 35 35 Fire 24 25 25 24 24 24 24 23 23 23 23 Parks & Recreation 8 8 8 10 10 10 11 11 11 11 11 Public Works 21 21 21 20 19 19 21 20 20 20 19 TECHNOLOGY MANAGEMENT FUND Administration - - - 2 3 3 3 3 3 3 3 WATER & SEWER FUND Finance - - - - - - - 2 2 2 2 Operations 14 14 14 14 12 12 12 12 12 12 12 SOLID WASTE FUND Operations 7 7 7 7 7 7 7 8 8 8 6 Total City FTE's 120 121 119 121 119 119 122 123 125 125 121 Wages and Benefits This budget includes an average 3% pay-for-performance salary increase on anniversary date for all full-time employees. The funding rate for the Texas Municipal Retirement System (TMRS) is 10.34% of payroll. At the November 17, 2008 council meeting, Council adopted a new personnel handbook. This handbook states that the City Council shall establish the pay plan annually during the budget process, which includes compensation and salary structure recommendations made by the City Manager or his designee. The 2014 budget includes funding for a new compensation study. The last study was conducted in 2008. The City has generally adopted a strategy of achieving and maintaining a market-competitive position of approximately 100% of the designated market average for general employees’ pay structure. One of the functions of the budget process is to consider the competing priorities for limited revenue resources. It may be determined that the City’s current financial status cannot support the total cost of a market adjustment. Conversely, in a positive financial condition, the City may consider increasing the percentages allotted. Clearly, the financial status will affect both structure adjustments and individual salaries during any future fiscal years. Capital Projects Capital Project Funds are used to account for the purchase or construction of equipment, property and buildings, typically with costs exceeding $25,000, relatively long operational lives, or considered one-time expenditures. West U has six active Capital Project funds. The most significant of these is as follows: Water and Sewer Capital Improvement Projects: The projects originally planned for 2013 were delayed until 2014 due to the need for the replacement of a screw pump. The projected cost of these projects in 2014 total $2,815,220. These projects are Priority Area 2 Ruskin/West College Comprehensive Infrastructure Rehabilitation ($228,320), lift station renovations ($255,000), ground storage tank cleaning and painting ($690,000), phase 2 of 2 of a fixed based automated Page 13 of 125Page 13 of 125 meter reading infrastructure ($576,800) and the continued funding of the screw pump replacement project started in 2013 ($1,015,100). Capital expenditures totaling $4.0 million are planned over the next five years. Other comprehensive projects will be reviewed, analyzed and prioritized at least annually. The projects may be further allocated into small sub-projects, some of which are expected to be completed in-house for greater economy and efficiency. ECONOMIC CONDITION AND OUTLOOK West U continues to enjoy an enviably stable outlook, with property values at $4.2 billion, up approximately 71% in the last 10 years. Among reasons for this strength is West U’s convenient location to the Texas Medical Center, downtown Houston, the Rice Village and Rice University, as well as the Galleria area. The City continues to benefit from a relatively low crime rate, a great parks system, new roadways, improved water, storm, and sewer lines and extensive programs and benefits for seniors. All of these factors have put West U at the top of the list of desirable places in America to live, to raise a family and to retire. These factors, plus consistent and conservative financial management led Standard and Poor’s to grant the City a AAA credit ratings on a year-to-year basis. This extremely good credit rating will help the City in these very uncertain financial times. SUMMARY This Budget is sound and builds upon the carefully established financial policies of the City. This Budget is the policy statement for the City and was created from these perspectives: The City is a service organization. The most important asset of any service organization is its trained, motivated, and properly led employees. This Budget recognizes the need to recruit, train, and retain a workforce capable of delivering services at the quality and level West U citizens expect. The 2014 Budget provides for an average 3% pay-for-performance increase in salaries for all employees on their respective anniversary dates. The City’s current services to citizens are to be given priority. Increases or decreases in service levels should be clearly, prominently and separately communicated. This Budget uses zero-based budgeting for all appropriations. Zero-based budgeting starts from a "zero base" and every activity or service within a department was analyzed for its needs and costs. The departmental budgets were then built around what is needed for the upcoming fiscal year. All fee schedules, user charges, and charges for utility services must be reviewed and adjusted to ensure that rates are both equitable and sufficient to cover the cost of the provided service as deemed appropriate by the City Council. Page 14 of 125Page 14 of 125 The City’s fee schedule was reviewed in 2012. From that review, various fees were recommended for increase as well as some housekeeping of the fee schedule. These changes to the fee schedule were approved by council at the October 22, 2012 regular council meeting. The 2014 budget recommends an increase to the monthly solid waste collection fee in the amounts of $1.07 for the Over-65 and Disabled rate classes and $2.10 for the Regular rate class. The impact of this fee increase has been included in this budget and will be effective with the first utility bill after January 1, 2014. The fee schedule will be reviewed again in the upcoming months for any necessary increases. The City will avoid budget and accounting procedures that balance the current Budget at the expense of future Budgets. This means avoiding postponement of necessary operating expenditures, using short-term debt to finance operating expenditures (personnel, supplies, operating charges), or accruing future years’ revenues. The 2014 Budget meets this key standard. The City will follow long-range plans for capital improvements. A long-range plan for capital improvements must be prepared and updated each year. This plan may include initially unfunded projects that carry out the City’s long-term goals, but after the first year, all projects would require approval of funding. The City continues the pay-as-you -go improvements to the water and sewer infrastructure. This budget includes Water & Sewer Capital Reserve funding for the Ruskin/West College comprehensive infrastructure rehabilitation, lift station renovations and cleaning and painting the ground storage tanks. General Capital projects include Area 1 stop bar replacements, roof replacement for the administration area of City Hall, City Hall HVAC blower and water pump assembly replacement, demolition and rebuild of the animal control shelter, and several miscellaneous repairs and replacements at the recreation facilities. The City’s infrastructure is reviewed and prioritized at least annually to be prepared for when funding is available or in an emergency, should conditions change, requiring a more immediate action. This includes addressing areas which were not previously addressed in the prior Infrastructure plan (Priority Areas 1, 2, & 3) including but not limited to: a portion of Rice Blvd., Wakeforest, Westpoint, Cason, Fairhaven, Academy, Case, Riley and Buffalo Speedway. The City will maintain reserves adequate to ensure that resources are available annually for the replacement of service vehicles and equipment. The City’s Vehicle Replacement Fund reserves are sufficient to replace necessary vehicles and equipment on an annual basis. The City will maintain financial reserves adequate to protect the community against unforeseen events. General Fund Reserves will be maintained at 20 percent of the estimated revenue for the current Annual Budget: 10 percent for unforeseen events and 10 percent for unexpected revenue shortfalls. All other operating fund reserves will be maintained at 10 percent of the estimated revenue for the Current Budget. Page 15 of 125Page 15 of 125 Based upon this policy and the limitations for increasing the tax rate,this Budget recommends transferring $200,000 of excess funds from the General Fund to the Capital Reserve Fund.The operating reserves for the General Fund and Water &Sewer Fund are at the target established by this policy.At the September 26,2013 council meeting for the 2014 Budget Public Hearing, council resolved to eliminate the specific reserve requirement for the Solid Waste Fund to be incorporated into the General Fund reserve requirement. I commend the City staff for their many hours of diligence,dedication,and work in preparing this document.I further appreciate the determination and effort of the City Council in providing direction and parameters essential to this budgeting process.Through this collaborative effort, we are able to assure and maintain the quality of life that the citizens of West University Place have come to expect and enjoy. Respectfully submitted, Michael Ross City Manager Page 16 of 125Page 16 of 125 The City of West University Place, Texas MAYOR & CITY COUNCIL City Secretary City Manager Fire Department Fire Prevention Fire Suppression Emergency Medical Services Emergency Management Finance Department Accounting Treasury Municipal Court Police Department Patrol Services Support Services Parks & Recreation Department Recreation Maintenance Senior Services Public Works Department Development Services Planning Operations General Services Administration Department Human Resources/Risk Management Information Technology Communications (Public Outreach) City Attorney Appointed Boards, Commissions, Judges & Prosecutors Page 17 of 125Page 17 of 125 BUDGET SUMMARIES 2014 Page 18 of 125Page 18 of 125 Budget 2013 Proposed 2014 Amount of Increase (Decrease) Percent of Increase (Decrease) Governmental Fund Types: General Fund 15,371,722$ 15,581,032$ 209,310$ 1.36% Debt Service Fund 8,287,600 8,110,000 (177,600) -2.14% Total 23,659,322 23,691,032 31,710 0.13% Enterprise Fund Types: Water & Sewer Fund 8,851,392 8,804,910 (46,482) -0.53% Solid Waste Management Fund 310,000 310,000 - 0.00% Total 9,161,392 9,114,910 (46,482) -0.51% Internal Service Fund Types: Employee Benefit Fund 2,190,800 2,429,850 239,050 10.91% Equipment Replacement Fund - - - 0.00% Vehicle Replacement Fund 374,000 292,000 (82,000) -21.93% Technology Management Fund 1,075,400 810,500 (264,900) -24.63% Total 3,640,200 3,532,350 (107,850) -2.96% TOTAL ALL FUND TYPES 36,460,914$ 36,338,292$ (122,622)$ -0.34% CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON Comparison of 2013 Budget to 2014 Proposed $18,000,000 $18,000,000  $- $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 $14,000,000 $16,000,000 $18,000,000 Budget 2013 Proposed 2014 General Fund Debt Service Fund Water & Sewer Fund Solid Waste Management Fund Employee Benefit Fund Equipment Replacement Fund Technology Management Fund $‐ $2,000,000  $4,000,000  $6,000,000  $8,000,000  $10,000,000  $12,000,000  $14,000,000  $16,000,000  $18,000,000  Budget       2013 Proposed       2014 Page 19 of 125Page 19 of 125 General Fund Debt Service Fund Water & Sewer Fund Solid Waste Fund Total Revenues Property Tax 8,535,000$ 7,733,400$ -$ -$ 16,268,400$ Other Taxes 2,177,900 - - - 2,177,900 Licenses, Permits & Fees 465,070 - - - 465,070 Fines & Forfeitures 172,300 - - - 172,300 Charges for Services 1,960,318 - 7,466,990 1,468,100 10,895,408 Other Revenue 207,220 1,000 143,300 540 352,060 Transfers 1,035,000 378,500 - 73,000 1,486,500 Total Revenues 14,552,808$ 8,112,900$ 7,610,290$ 1,541,640$ 31,817,638$ Expenditures Personnel 10,397,665$ -$ 1,121,655$ 379,140$ 11,898,460$ Operating 3,678,067 - 3,225,070 674,200 7,577,337 Capital 57,300 - 79,000 15,000 151,300 Transfers 1,448,000 - 3,150,000 496,000 5,094,000 Debt Service - 8,110,000 1,229,185 - 9,339,185 Total Expenditures 15,581,032$ 8,110,000$ 8,804,910$ 1,564,340$ 34,060,282$ Capital Improvement Funds General 711,700$ Water & Sewer 2,815,220 3,526,920$ CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON 2014 BUDGET AT A GLANCE Personnel 35% Operating 22%Capital 0.44% Transfers 14.96% Debt Service 27% 2014 EXPENDITURES - GENERAL , DEBT SERVICE, WATER & SEWER AND SOLID WASTE FUNDS Property Tax 51% Other Taxes 7% Licenses, Permits & Fees 1% Fines & Forfeitures 1% Charges for Services 34%Other Revenue 1%Transfers 5% 2014 REVENUES -GENERAL, DEBT SERVICE, WATER & SEWER AND SOLID WASTE FUNDS Page 20 of 125Page 20 of 125 Beginning Balance (Estimated)Taxes Licenses, Permits, Fees & Charges for Services Other Total Expenditures and Transfers Out Ending Balance General Fund 4,156,122$ 10,712,900$ 465,070$ 3,374,838$ 14,552,808$ 15,581,032$ 3,127,898$ Debt Service Fund 246,873 7,733,400 - 379,500 8,112,900 8,110,000 249,773 Water and Sewer Fund 2,155,816 - 7,466,990 143,300 7,610,290 8,804,910 961,196 Solid Waste Fund 24,878 - 1,468,100 73,540 1,541,640 1,564,340 2,178 Capital Project Fund 27,482 - - 250,000 250,000 250,000 27,482 Capital Reserve Fund 229,985 - - 200,000 200,000 125,000 304,985 Transportation Improvement Fund 671,023 - - 259,000 259,000 461,700 468,323 Public Safety/City Hall Expansion Fund 34,443 - - - - - 34,443 2011 Certificates of Obligation Projectes Fund 759,572 - - - - - 759,572 Water and Sewer Capital Reserve 1,584,248 - - 1,900,000 1,900,000 2,815,220 669,028 Employee Benefit Fund (120,954) - - 2,416,850 2,416,850 2,429,850 (133,954) Vehicle Replacement Fund 1,109,734 - - 649,000 649,000 292,000 1,466,734 Technology Management Fund 16,070 - - 1,169,000 1,169,000 1,166,710 18,360 Equipment Replacement Fund 165,178 - - 55,500 55,500 - 220,678 Parks Fund 15,442 - - 4,000 4,000 7,000 12,442 Court Technology Fund 860 - - 6,200 6,200 - 7,060 Tree Replacement Fund 83,548 - - 20,000 20,000 33,000 70,548 Court Security Fund 21,381 - - 4,500 4,500 10,000 15,881 Metro Grant Fund 259,055 - - 259,000 259,000 259,000 259,055 Police Forfeited Property Fund 12,672 - - - - 12,000 672 Police Training Fund 8,384 - - - - 6,000 2,384 Fire Training Fund 2,246 - - - - - 2,246 Good Neighbor Fund 2,432 - - - - 2,400 32 Total All Funds 11,466,491$ 18,446,300$ 9,400,160$ 11,164,228$ 39,010,688$ 41,930,162$ 8,547,016$ Sources Combined Summary of Revenues, Expenditures and Fund Balance/Retained Earnings CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON Page 21 of 125Page 21 of 125 GENERAL FUND 2014 The General Fund finances nearly all of the City’s services. Issues such as the ad valorem tax rate, fees, objectives, levels of service, the number of employees, salaries and benefits are all determined during the preparation of the General Fund’s budget. The General Fund is the principal source of funds for all six of the City’s departments: Police, Fire, Public Works, Parks and Recreation, Finance, and Administration. Revenue Projections for 2013 The 2013 Budget projected a revenue total of $14.62 million to finance the General Fund’s services. Based on collections and data available September 6, 2013, revenues appear likely to reach $15.08 million, 3% or $465,627 above the 2013 Budget projections. Overall, General Fund revenue expectations will be above the budgeted revenue for 2013. Expenditures Estimated for 2013 The original 2013 Budget appropriated $15.09 million, excluding transfers out. Based on expenditures through September 6, 2013 and department estimates to complete the year, the total actual expenditures will be below the appropriated amount by $204,411, or 1.35%. Financial Position in 2013 - The City of West University Place’s General Fund is projected to close 2013 in sound fiscal condition. The 2013 estimated ending fund balance available for appropriations in 2014 is $4.22 million. This amount represents 26.97% of the proposed 2014 expenditures. The City’s Financial Policies require that General Fund reserves be maintained at 20% of the revenue budget for the coming year. The primary purpose of this reserve of fund balance is to buffer the impact of unforeseen events and to provide a cushion against revenue shortfalls. The General Fund’s unencumbered reserves likely will close 2013 exceeding that target by approximately $1.2 million. This will be used to fund the 2014 budget with any unused excess transferred to the Capital Reserve Fund according to Financial Policies. Projected 2014 Revenues. The City’s General Fund Revenues for fiscal 2014 are forecast to decrease .44% under 2013’s budgeted revenues. Total 2014 revenues are expected to be approximately $14.55 million. Revenues from ad valorem property taxes (current tax, delinquent tax and penalty and interest) will increase by $425,800, a 5.25% increase. The ad valorem tax rate dedicated to maintenance and operations is proposed to increase 2.65% to $0.19631 per $100 of assessed value. Taxable value in West University Place is estimated to increase $121.6 million or 2.89% to $4.34 billion. Values from new construction added to the increase by $30.9 million, and the value increases of $90.69 million on existing property makes up the balance of the total increase. Revenue generated by the City’s one-cent sales tax is budgeted at $1 million, 1.14% less than the $1,011,400 budgeted in 2013. In late 2012 and early 2013, West U was notified by the Texas Comptroller of Public Accounts of two taxpayers that had erroneously reported local tax for a business location that is actually in another taxing jurisdiction. The City entered into a 48 month repayment agreement with the Comptroller’s office beginning April 2013. The expected last payment will be May 2016. Franchise taxes are expected to provide approximately 7.47% of the City’s General Fund revenues, forecasted at $1,167,900. Franchise fees are received for electricity, telephone, natural gas and cable service provided to the citizens of West University Place. Because of continued low interest rates and declining invested balances, earnings on the City’s investments are forecast to provide $14,000 in 2014, below the $17,400 estimated to be received in 2013. The declining invested balance is due to the conclusion and finalization of several of the Page 22 of 125Page 22 of 125 GENERAL FUND 2014 City’s major construction projects financed with bond funds. The funds for the entire project are received prior to the start of construction and are disbursed as the project progresses. Revenue sources budgeted under the Charges for Services category includes ambulance-service billing, alarm-monitoring billing and other service-related fees. Revenues from alarm-monitoring are expected to remain consistent with the 2013 estimates of $660,000. In 2013, the alarm monitoring monthly fee was increased from $25 to $35. This increase brought the City’s fee in line with the going market rate for alarm monitoring service. The service will continue to provide the direct connection to the City’s emergency dispatch, a key advantage over the private sector alarm monitoring services. The 2014 budget projects transfers from the Water and Sewer Utility Enterprise Fund ($725,000) and the Solid Waste Collection Fund ($310,000). These payments, consistent compared to the prior year, are indirect cost allocations for expenditures that support these funds, but are not directly attributable to those funds. These expenditures include administration, finance and accounting, human resources, legal services, police, fire, and public works (excluding planning and development services). The allocation was calculated based on the applicable number of full-time positions in each of the funds. Expenditures in 2014. The 2014 Budget appropriates $15,632,007, including the transfer of $200,000 to the Capital Reserve Fund, up 1.69% from the 2013 General Fund’s $15,371,722 budget, and a $214,500 transfer to the Vehicle Replacement Fund to provide funding for replacing vehicles. Personnel costs - Personnel costs, including benefits, will amount to $10.45 million, or 66.84% of the budget, and a 5.23% increase compared to the corresponding 2013 budget. The City’s portion of health and dental care benefit costs are projected to total $1.03 million, level as compared to the 2013 budget. Required contributions to the Texas Municipal Retirement System are budgeted at $694,400, down .31%. The actuarially determined contribution rate is based on the city’s plan provisions in effect as of April 1, 2013 and the actuarial assumptions and methods adopted by the TMRS Board. The 2014 budget for employee regular wages is $6,465,540, up 3.65% over 2013. The net increase is due to an average 3% pay-for-performance salary increase effective on staff’s anniversary dates. The budget also includes the annualization of the 1% structure adjustment and salary increases given on January 1, 2013 and an average 2% pay-for-performance salary increase on anniversary date plan that was approved in the 2013 budget. Page 23 of 125Page 23 of 125 GENERAL FUND 2014 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES BY DEPARTMENT Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: AD VALOREM TAXES 7,958,641$ 7,519,108$ 8,109,200$ 8,039,800$ 8,535,000$ SALES TAXES 997,318 1,003,897 1,011,400 1,010,000 1,000,000 FRANCHISE TAXES 1,148,390 1,142,265 1,164,200 1,165,800 1,167,900 OTHER TAXES 8,994 9,685 9,000 9,000 10,000 TOTAL TAXES 10,113,342 9,674,955 10,293,800 10,224,600 10,712,900 PERMITS, LICENSES AND FEES 449,204 564,174 317,500 563,706 465,070 CHARGES FOR SERVICES 1,795,782 2,160,728 1,982,000 2,309,202 1,960,318 FINES AND FORFEITURES 259,142 198,368 221,300 175,400 172,300 INVESTMENT EARNINGS 21,274 17,403 14,000 17,400 14,000 OTHER REVENUE 230,941 286,565 228,040 231,959 193,220 TRANSFERS IN 1,005,000 1,560,000 1,560,000 1,560,000 1,035,000 TOTAL REVENUES 13,874,686 14,462,192 14,616,640 15,082,267 14,552,808 EXPENDITURES BY DEPARTMENT: ADMINISTRATION 1,102,286 1,037,114 1,104,447 1,155,090 1,126,590 FINANCE 1,749,440 1,523,660 1,587,836 1,498,762 2,067,610 POLICE 3,190,331 3,529,746 3,879,543 3,802,745 3,885,065 FIRE 2,571,544 2,677,302 2,788,416 2,866,635 2,640,780 PUBLIC WORKS 2,677,219 2,770,422 2,852,475 2,766,975 2,671,062 PARKS & RECREATION 2,113,746 2,362,355 2,874,005 2,852,600 2,989,925 TRANSFERS OUT 64,600 303,679 285,000 285,004 200,000 TOTAL EXPENDITURES 13,469,166 14,204,278 15,371,722 15,227,811 15,581,032 NET REVENUES (EXPENDITURES)405,520 257,915 (755,082) (145,544) (1,028,224) BEGINNING FUND BALANCE 3,638,232 4,043,752 3,667,842 4,301,667 4,156,123 ENDING FUND BALANCE 4,043,752 4,301,667 2,912,760 4,156,123 3,127,899 ASSIGNED*210,000 210,000 210,000 210,000 210,000 UNASSIGNED FUND BALANCE 3,833,752$ 4,091,667$ 2,702,760$ 3,946,123$ 2,917,899$ * Assigned for City Manager's Contract Page 24 of 125Page 24 of 125 GENERAL FUND 2014 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES BY ACCOUNT Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: AD VALOREM TAXES 7,958,641$ 7,519,108$ 8,109,200$ 8,039,800$ 8,535,000$ SALES TAXES 997,318 1,003,897 1,011,400 1,010,000 1,000,000 FRANCHISE TAXES 1,148,390 1,142,265 1,164,200 1,165,800 1,167,900 OTHER TAXES 8,994 9,685 9,000 9,000 10,000 TOTAL TAXES 10,113,342 9,674,955 10,293,800 10,224,600 10,712,900 PERMITS, LICENSES AND FEES 449,204 564,174 317,500 563,706 465,070 FINES AND FORFEITURES 259,142 198,368 221,300 175,400 172,300 CHARGES FOR SERVICES 1,795,782 2,160,728 1,982,000 2,309,202 1,960,318 INVESTMENT EARNINGS 21,274 17,403 14,000 17,400 14,000 OTHER REVENUE 230,941 286,565 228,040 231,959 193,220 TRANSFERS IN 1,005,000 1,560,000 1,560,000 1,560,000 1,035,000 TOTAL REVENUES 13,874,686$ 14,462,192$ 14,616,640$ 15,082,267$ 14,552,808$ EXPENDITURES: REGULAR WAGES $ 5,739,133 $ 5,864,787 $ 6,237,709 $ 6,162,100 $ 6,420,165 PART-TIME WAGES 327,206 334,394 413,100 419,800 464,100 ON CALL 3,398 9,668 9,910 23,100 25,400 OVERTIME 377,020 466,007 427,400 479,220 427,200 LONGEVITY 39,323 41,354 47,400 44,200 49,800 TERMINATION ACCRUAL PAY - - - - - OTHER COMPENSATION - - - - - HEALTH & DENTAL 895,083 893,770 955,800 889,100 1,008,800 TMRS 968,502 666,087 696,557 670,900 690,400 FICA 479,497 494,854 545,075 525,900 546,300 WORKERS COMPENSATION 59,012 63,492 85,300 92,700 84,100 ALLOWANCES 76,536 74,360 75,200 76,400 77,300 RETIREE BENEFITS - - - - 190,000 OTHER BENEFITS 64,684 296,358 416,300 411,300 394,000 EMPLOYEE RELATIONS 18,999 17,141 19,300 19,900 20,100 EMPLOYEE TUITION - - - - - UNEMPLOYMENT CLAIMS - - - - - THIRD PARTY ADMINISTRATOR - - - - - WELLNESS PROGRAM - - - - - RECRUITING & HIRING 11,768 11,091 - - - PERSONNEL 9,060,160 9,233,364 9,929,051 9,814,620 10,397,665 OFFICE SUPPLIES 40,613 41,730 48,700 52,600 52,400 PRINTING - - - - - APPREHENSION & JAILING 181 111 1,000 1,000 1,000 OPERATING SUPPLIES 141,310 153,377 178,126 167,025 178,625 CONSTRUCTION MATERIALS - - - - - FUEL 212,487 169,924 174,100 94,800 98,200 EMERGENCY GENERATOR FUEL - 10,851 - 10,241 - TREATMENT CHEMICALS 26,406 24,817 27,360 27,300 28,300 MISCELLANEOUS 45 - - - - EQUIPMENT MAINTENANCE 71,740 89,592 112,950 112,400 120,900 VEHICLE MAINTENANCE 79,332 63,855 74,600 67,520 74,900 BUILDING & GROUNDS MAINTENANCE 78,170 221,417 192,300 186,900 196,800 SWIMMING POOL MAINTENANCE 27,993 89,810 77,167 77,700 117,900 DRAINAGE MAINTENANCE 28,096 20,299 29,000 18,000 18,000 STREET MAINTENANCE 46,358 46,301 37,000 48,000 45,000 TRAFFIC CONTROL MAINTENANCE 29,542 29,974 30,000 29,000 30,500 Page 25 of 125Page 25 of 125 GENERAL FUND 2014 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES BY ACCOUNT Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 TECHNOLOGY MAINTENANCE - - - - - COMMUNICATION 70,056 72,572 87,657 85,080 92,480 ELECTRIC SERVICE 584,033 372,485 444,500 400,000 444,500 STREET LIGHTING - ELECTRIC SERVICE - - 120,000 100,000 120,000 NATURAL GAS SERVICE 20,565 23,794 25,000 30,000 30,000 TELEPHONE SERVICE - - - - - OTHER UTILITIES - - - - - CONSULTANTS 24,739 49,021 33,000 108,000 33,000 LEGAL 188,834 165,354 145,000 205,000 145,000 EQUIPMENT LEASE/RENTAL 38,194 43,042 44,763 42,625 43,700 FACILITIES RENTAL - - - - - PROFESSIONAL DUES 20,793 25,090 26,202 25,579 27,887 PUBLICATIONS 13,933 9,164 12,200 14,495 14,600 TRAVEL & TRAINING 81,004 101,611 120,310 110,850 132,300 OTHER CONTRACTED SERVICES 635,839 787,762 761,190 714,100 884,300 INSTRUCTOR FEES 269,168 313,095 285,650 322,000 335,100 TRI-SPORTS 80,000 80,000 80,000 80,000 80,000 GENERAL LIABILITY INSURANCE 9,672 9,010 15,000 15,000 13,000 ERRORS & OMISSIONS 20,010 18,982 25,000 25,000 25,000 LAW ENFORCEMENT LIABILITY 12,487 10,776 14,000 14,000 16,000 CRIME COVERAGE FIDELITY 1,699 1,662 1,800 1,800 1,800 AUTO LIABILITY 24,832 18,362 38,000 38,000 35,000 AUTO PHYSICAL DAMAGE 17,221 17,443 17,500 17,500 19,000 UNDERGROUND STORAGE LIABILITY - - 707 707 775 REAL & PERSONAL PROPERTY 63,332 72,121 119,000 119,000 110,000 BOILER & MACHINERY - - - - - DEDUCTIBLE 8,248 (121) 10,000 10,000 10,000 COMMUNITY RELATIONS 30,558 28,621 36,700 34,400 34,300 BOARDS AND COMMITTEES 3,385 4,058 4,000 4,000 4,000 ELECTION EXPENSE 12,266 - 13,000 9,800 10,000 FURNITURE & EQUIP < $5000 14,243 2,250 17,800 14,838 8,800 FURNITURE & FIXTURES - - - - - TRUCKS - 18,997 - 18,997 - OTHER EQUIPMENT 90,428 92,249 124,000 147,530 53,300 CONSTRUCTION COSTS - - 4,000 4,000 4,000 OTHER CONSTRUCTION COSTS - 44,480 17,500 17,500 - TRANSFER TO CAPITAL RESERVE FUND 64,600 243,679 200,000 200,004 200,000 TRANSFER TO SOLID WASTE FUND - - - - - TRANSFER TO VEHICLE REPLACEMENT FUND 207,051 228,180 233,000 233,000 214,500 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 969,669 1,093,795 1,227,900 1,227,900 1,033,500 TRANSFER TO EQUIPMENT REPLACEMENT FUND - 60,000 85,000 85,000 - CONTINGENCY 49,876 1,325 70,989 45,000 45,000 OPERATING 4,409,006$ 4,970,913$ 5,442,671$ 5,413,191$ 5,183,367$ TOTAL EXPENDITURES 13,469,166 14,204,278$ 15,371,722$ 15,227,811$ 15,581,032$ Page 26 of 125Page 26 of 125 GENERAL FUND 2014 Administration 7% Finance 13% Police 25% Fire 17% Public Works 17% Parks & Recreation 19% Transfers Out 2% 2014 Budget by Department Personnel 67% Insurance 1% Electricity & Natural Gas 4% Vehicle Replacement 1% Technology Management 7% Maintenance 4% Fuel 1% Other operating 12% Transfers 3% Capital 0% 2014 Budget by Account Page 27 of 125Page 27 of 125 GENERAL FUND 2014 GENERAL FUND DETAIL STATEMENT OF REVENUES Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 CURRENT YEAR PROPERTY TAXES 7,898,326 7,467,784 8,055,600 8,003,500 8,500,000 PRIOR YEAR PROPERTY TAXES 21,672 16,546 17,500 9,600 10,000 PENALTY AND INTEREST 38,642 34,777 36,100 26,700 25,000 AD VALOREM TAXES 7,958,641 7,519,108 8,109,200 8,039,800 8,535,000 SALES TAX 997,318 1,003,897 1,011,400 1,010,000 1,000,000 SALES TAXES 997,318 1,003,897 1,011,400 1,010,000 1,000,000 MIXED BEVERAGE TAX 8,994 9,685 9,000 9,000 10,000 OTHER TAXES 8,994 9,685 9,000 9,000 10,000 ELECTRICITY 550,808 564,430 573,900 573,900 573,900 NATURAL GAS 166,698 141,342 155,300 151,200 151,200 TELEPHONE 273,369 293,917 287,000 297,600 298,000 CABLE 157,515 142,577 148,000 143,100 144,800 FRANCHISE TAXES 1,148,390 1,142,265 1,164,200 1,165,800 1,167,900 TOTAL TAXES 10,113,342 9,674,955 10,293,800 10,224,600 10,712,900 BUILDING PERMIT 172,537 252,963 120,000 222,500 200,000 PLUMBING PERMIT 65,646 62,961 49,400 50,538 50,000 HVAC PERMIT 42,491 47,941 30,000 75,300 35,000 FENCE AND SIDEWALK PERMIT 25,773 30,191 26,000 31,028 26,000 ENCROACHMENT PERMIT 200 100 - 200 - ELECTRICAL PERMIT 33,961 33,487 25,000 38,840 34,000 TREE DISPOSITION FEE 19,155 28,101 20,000 35,000 25,000 LOW IMPACT INSPECTION FEE 9,895 14,275 10,000 10,000 15,000 HOUSING INSPECTION FEE - 50 - - - ALARM PERMIT 38,638 43,046 9,800 44,000 44,000 DRAINAGE PERMIT 4,388 4,999 3,300 4,780 3,000 TREE REMOVAL PERMIT 250 300 500 500 500 FIRE SPRINKLER PERMITS 816 1,431 - 400 - PET LICENSES 2,320 2,960 2,300 2,200 1,300 ALCOHOLIC BEVERAGE PERMIT 2,214 3,190 2,200 2,270 2,270 ELECTRICAL CONTRACTOR PERMIT 3,516 680 4,000 9,200 4,000 CONTRACTOR PERMIT 27,404 37,500 15,000 36,950 25,000 PERMITS, LICENSES AND FEES 449,204 564,174 317,500 563,706 465,070 PLAN CHECKING FEE 52,893 - 58,000 110,735 100,000 ZPC & ZBA FEES 3,526 5,350 6,000 4,000 5,000 BUILDING STANDARDS FEE 1,803 601 - 200 200 RE-INSPECTION FEE 2,775 50 5,000 600 350 PREMATURE WORK FEE 3,841 - 5,000 5,000 4,000 AMBULANCE SERVICE 120,713 134,354 141,700 122,500 128,100 CHILD SAFETY 16,435 16,990 17,000 16,800 16,800 ALARM MONITORING 328,785 713,887 659,300 666,360 660,000 OTHER FEES AND PERMITS 8,209 6,277 20,000 20,990 15,000 SENIOR SERVICES EVENTS 37,722 46,730 35,000 37,000 35,000 RENTALS - COMMUNITY BUILDING 14,450 30,449 16,000 22,000 18,000 Page 28 of 125Page 28 of 125 GENERAL FUND 2014 GENERAL FUND DETAIL STATEMENT OF REVENUES Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 MEMBERSHIPS - RECREATION CENTER 177,859 220,945 170,000 215,864 161,898 DAY PASS - RECREATION CENTER 20,103 20,749 15,000 16,725 12,540 AQUATIC CLASS FEES - RECREATION CENTER 176,480 199,811 160,000 188,960 141,720 CONTRACTOR USE FEES - RECREATION CENTER 118,839 143,707 100,000 204,210 153,150 ATHLETIC LEAGUES - RECREATION CENTER 20 - - - - RENTALS - RECREATION CENTER - 158 - 100 - POOL RENTAL - RECREATION CENTER 53 - - - - MEMBERSHIPS - COLONIAL PARK 116,521 104,266 110,000 115,755 86,815 DAY PASS - COLONIAL PARK 65,984 63,039 66,000 52,080 39,060 COLONIAL PARK - SPECIAL EVENTS - - - 500 375 POOL RENTAL - COLONIAL PARK 42,830 46,679 46,600 35,308 26,480 PAVILION RENTAL - COLONIAL PARK 12,701 11,160 9,500 12,295 9,220 CONCESSIONS - COLONIAL PARK 10,264 - 5,000 - - CONTRACTOR USE FEES - COLONIAL PARK - 24,316 16,500 25,420 19,070 MISCELLANEOUS - CULT & REC 395,193 416,680 311,500 431,550 323,790 FALSE ALARM FEE 64,482 (50,950) 5,000 400 - PET IMPOUNDMENT 1,740 1,960 2,800 2,200 2,500 RESEARCH & COPIES 1,286 1,111 800 1,200 1,000 AUTO DECALS 275 253 300 250 250 CHARGES FOR SERVICES 1,795,782 2,160,728 1,982,000 2,309,202 1,960,318 MUNICPAL COURT FINES 254,240 194,387 217,000 171,100 168,000 TRAFFIC FINES 4,724 3,156 4,000 4,000 4,000 CHILD SAFETY FEE 178 825 300 300 300 FINES AND FORFEITURES 259,142 198,368 221,300 175,400 172,300 EARNINGS ON INVESTMENTS 21,274 17,403 14,000 17,400 14,000 INVESTMENT EARNINGS 21,274 17,403 14,000 17,400 14,000 Page 29 of 125Page 29 of 125 GENERAL FUND 2014 GENERAL FUND DETAIL STATEMENT OF REVENUES Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 SOUTHSIDE PLACE 128,750 127,836 128,750 128,750 128,750 SALE OF CITY PROPERTY 3,228 - - - - INSURANCE REFUNDS 45 - - - - NSF CHECKS 250 245 100 35 100 RECOVERED BAD DEBT WRITEOFFS (17) - - - - CASH OVER/SHORT (484) 3 - - - MISCELLANEOUS 17,014 45,214 36,990 6,800 5,000 CYCLONE CYCLES 26,500 51,638 - 37,000 - GOODE COMPANY 55,656 61,630 62,200 59,374 59,370 OTHER REVENUE 230,941 286,565 228,040 231,959 193,220 TRANSFER FROM WATER & SEWER FUND 725,000 1,250,004 1,250,000 1,250,000 725,000 TRANSFER FROM SOLID WASTE FUND 280,000 309,996 310,000 310,000 310,000 TRANSFERS IN 1,005,000 1,560,000 1,560,000 1,560,000 1,035,000 TOTAL REVENUE 13,874,686 14,462,192 14,616,640 15,082,267 14,552,808 Ad Valorem Taxes 59% Sales Taxes 7% Franchise Taxes 8% Other Taxes 0% Permits, Licenses and Fees 3% Charges For Services 14% Fines and Forfeitures 1% Investment Earnings 0% Other Revenue 1% Transfers In 7% 2014 Projected General Fund Revenue Page 30 of 125Page 30 of 125 GENERAL FUND 2014 Page 31 of 125Page 31 of 125 ADMINISTRATION DEPARTMENT The Administration Department is responsible to the City Council for the efficient delivery of City services. The City Manager serves as chief administrative officer and has day-to-day responsibility for the conduct of all City activities. The City Secretary is responsible to the City Council for recording and maintaining ordinances, resolutions, meeting minutes, and legally required publications. The City Attorney provides City Council with general legal counsel, litigation, contract review, and ordinance review. ADMINISTRATION DEPARTMENT MISSION To implement and administer, effectively and efficiently, the policies as established by the City Council. ADMINISTRATION DEPARTMENT DIVISIONS Administration – The City Manager, the City Secretary, and the Human Resources Director together with their support staff, are all compensated in the Administration Division’s budget. The cost of printing the West University Place City Currents is also funded in this budget. (2014 Budget $926,800) City Council – Costs directly associated with the City Council, including council salaries, legal fees and election expenditures. (2014 Budget $192,590) ADMINISTRATION DEPARTMENT 2014 GOALS ∗ Continue progress towards City Council goals. ∗ Resolve detention issue associated with the College Street Drainage Project. ∗ Continue to engage the public through expanded communication mechanisms and continue to review best practices for resident engagement. ∗ Continue to maintain a positive employee recruitment and retention program. ∗ Continue to actively encourage employees, covered spouses and retirees to participate in the city’s wellness program. ∗ Continue appropriate employee succession planning. ∗ Continue to evaluate employee compensation packages, with an emphasis on benefits, in an attempt to lower costs while providing appropriate levels of overall compensation. ∗ Continue to host an annual internship program for MPA students. ∗ Continue to ensure appropriate destruction of city records that are past required retention date. ∗ Evaluate electronic evaluation system and, if necessary, consider other options. ∗ Evaluate an automated agenda process. ∗ Evaluate electronic recording device for Council Chambers. ∗ Implement NEOgov New Employee On-Boarding, Employee Training Track and Applicant Tracking software Page 32 of 125Page 32 of 125 BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 5 (2013 authorized full-time employees – 5). ∗ Legal fees – $145,000 (2013 budget - $145,000) ∗ Technology Management Fund charges assessed - $89,200 (2013 budget - $82,700). ∗ Total budget - $1.119.390 (2013 total budget - $1,104,447). Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Administration Personnel 659,219$ 689,442$ 692,455$ 693,600$ 718,500$ Operating charges 226,756 159,458 223,100 216,900 215,500 Total 885,975 848,900 915,555 910,500 934,000 Council Personnel 15,502 16,189 15,602 15,500 15,600 Operating charges 200,810 172,025 173,290 229,090 176,990 Total 216,312 188,214 188,892 244,590 192,590 Total Department 1,102,286$ 1,037,114$ 1,104,447$ 1,155,090$ 1,126,590$ ADMINISTRATION DEPARTMENT Administration Department Staffing Schedule 2013 2014 Position Grade Budget Budget Minimum Maximum Administration City Manager V 1 1 City Secretary I 1 1 73,755 99,569 HR Director II 1 1 83,336 112,505 Asst to the City Manager 111 - 1 54,313 76,038 Executive Asst./Deputy City Secretary 207 1 - 43,286 60,601 HR Generalist 205 1 1 36,436 51,011 Total Administration 5 5 Salary Range Determined by Council Page 33 of 125Page 33 of 125 ADMINISTRATION DEPARTMENT Administration Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 453,987 $ 485,071 $ 492,005 $ 493,000 $ 522,300 PART-TIME WAGES - 11,160 12,000 10,500 12,000 ON CALL - - - 1,800 2,600 OVERTIME 435 16 800 300 800 LONGEVITY 1,460 1,795 2,200 2,200 2,500 HEALTH & DENTAL 52,802 51,656 47,300 48,500 49,700 TMRS 74,576 52,942 51,471 51,500 54,100 FICA 30,143 31,853 38,779 38,000 39,300 WORKERS COMPENSATION 748 908 1,200 1,100 1,200 ALLOWANCES 23,538 22,727 23,000 23,000 23,000 OTHER BENEFITS 3,609 13,657 16,200 16,200 3,500 EMPLOYEE RELATIONS 6,416 6,566 7,500 7,500 7,500 RECRUITING & HIRING 11,505 11,091 - - - PERSONNEL 659,219 689,442 692,455 693,600 718,500 OFFICE SUPPLIES 5,761 3,228 5,000 5,000 5,000 COMMUNICATION 30,906 32,547 35,000 34,400 38,500 LEGAL 16,379 7,898 - - - EQUIPMENT LEASE/RENTAL 9,904 9,643 11,000 11,000 11,000 PROFESSIONAL DUES 6,985 7,288 6,300 6,300 6,300 PUBLICATIONS 6,176 4,136 6,600 6,600 2,000 TRAVEL & TRAINING 10,468 17,610 17,000 13,000 17,000 OTHER CONTRACTED SERVICES - - 13,000 11,400 - COMMUNITY RELATIONS 901 577 1,500 1,500 1,500 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 89,400 75,204 82,700 82,700 89,200 CONTINGENCY 49,876 1,325 45,000 45,000 45,000 OPERATING 226,756 159,458 223,100 216,900 215,500 ADMINISTRATION DIVISION TOTAL 885,975$ 848,900$ 915,555$ 910,500$ 934,000$ Page 34 of 125Page 34 of 125 ADMINISTRATION DEPARTMENT City Council Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 14,400 $ 14,400 $ 14,400 $ 14,400 $ 14,400 FICA 1,102 1,773 1,102 1,100 1,100 WORKERS COMPENSATION - 16 100 - 100 PERSONNEL 15,502 16,189 15,602 15,500 15,600 LEGAL 172,455 157,456 145,000 205,000 145,000 PROFESSIONAL DUES 1,740 1,380 690 690 690 PUBLICATIONS 45 - 100 100 6,800 TRAVEL & TRAINING 6,869 7,828 7,000 6,000 7,000 COMMUNITY RELATIONS 7,434 5,361 7,500 7,500 7,500 ELECTION EXPENSE 12,266 - 13,000 9,800 10,000 OPERATING 200,810 172,025 173,290 229,090 176,990 CITY COUNCIL DIVISION TOTAL 216,312$ 188,214$ 188,892$ 244,590$ 192,590$ Page 35 of 125Page 35 of 125 FINANCE DEPARTMENT The Finance Department provides a wide range of financial and administrative services to citizens and to other City Departments including: purchasing, budgeting, cash management, payroll, accounts payable and financial reporting. The Finance Department directs the administration of the City’s Municipal Court. Finally, expenditures and transfers that cannot be allocated to other departments in a satisfactory way are included in the Finance Department budget. FINANCE DEPARTMENT MISSION To provide useful financial management services to other City Departments, timely and accurate billing to citizens, fair and efficient administration of the municipal court, and useful financial reporting to the City’s financial stakeholders. FINANCE DEPARTMENT DIVISIONS Finance – Provides the traditional accounting, accounts payable, payroll, cash management, financial reporting functions. (2014 Budget - $814,575) Municipal Court – Administers the City’s municipal court. (2014 Budget - $248,335) City-Wide – Provides for expenditures, such as insurance and utilities, which cannot be allocated to other departments in a satisfactory way. (2014 Budget - $1,063,375) FINANCE DEPARTMENT 2014 GOALS ∗ Review and update, as necessary, the City’s financial policies. ∗ Review and update, as necessary, all financial processes such as financial reporting and auditing, accounts payable, payroll, utility billing, and municipal court. ∗ Implement automated timekeeping system. ∗ Begin Government Finance internship program. . ∗ Continuation of implementation of Citizen Access portion of Innoprise software package to give customers direct access to their utility account transactions and meter readings. ∗ Review Utility Confidentiality process to ensure West U is compliant with customer privacy requirements. FINANCE DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 5 (2013 authorized full-time employees – 6). ∗ Total budget - $2,126,285 (2013 total budget - $1,587,836). Page 36 of 125Page 36 of 125 2 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Finance Personnel 418,874$ 428,426$ 440,715$ 384,900$ 394,000$ Operating charges 352,144 336,498 343,500 343,375 361,900 Capital - - - 500 - Total 771,019 764,924 784,215 728,775 755,900 Municipal Court Personnel 203,700 206,136 228,064 219,500 224,785 Operating charges 25,109 18,863 23,550 23,480 23,550 Total 228,810 224,999 251,614 242,980 248,335 City-Wide Charges Operating charges 749,612 533,737 552,007 527,007 1,063,375 Total 749,612 533,737 552,007 527,007 1,063,375 Total Department 1,749,440$ 1,523,660$ 1,587,836$ 1,498,762$ 2,067,610$ Finance Department Staffing Schedule 2013 2014 Position Grade Budget Budget Minimum Maximum Finance Finance Director III 1 1 92,504 124,880 Controller 112 1 1 62,460 87,444 Treasurer 112 1 1 62,460 87,444 Accounting Specialist 204 2 1 34,053 47,673 Municipal Court Court Clerk 208 1 1 47,615 66,660 Total Finance 6 5 FINANCE DEPARTMENT Salary Range Page 37 of 125Page 37 of 125 Finance Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 293,315 $ 302,383 $ 311,323 $ 275,000 $ 270,500 PART-TIME WAGES - - - - 15,000 OVERTIME 880 788 1,000 700 1,000 LONGEVITY 1,260 1,505 1,800 1,600 700 HEALTH & DENTAL 42,207 45,773 41,400 32,000 40,000 TMRS 47,190 32,362 32,665 28,000 29,300 FICA 22,228 22,758 24,027 20,000 24,100 WORKERS COMPENSATION 460 554 900 700 800 ALLOWANCES 6,890 6,840 6,900 6,900 6,900 OTHER BENEFITS 2,782 12,558 18,200 17,000 2,700 EMPLOYEE RELATIONS 1,661 2,906 2,500 3,000 3,000 PERSONNEL 418,874 428,426 440,715 384,900 394,000 OFFICE SUPPLIES 9,774 9,158 9,300 9,300 9,300 OPERATING SUPPLIES - 90 - - - EQUIPMENT MAINTENANCE 205 985 500 2,100 500 COMMUNICATION 3,458 4,878 6,400 6,400 6,400 EQUIPMENT LEASE/RENTAL 7,671 8,051 4,800 4,600 4,800 FACILITIES RENTAL - - - - - PROFESSIONAL DUES 1,393 1,482 1,900 1,500 1,800 PUBLICATIONS 746 159 300 175 300 TRAVEL & TRAINING 5,658 10,430 8,600 8,600 9,500 OTHER CONTRACTED SERVICES 239,206 239,860 241,000 240,000 241,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 84,034 61,404 70,700 70,700 88,300 OPERATING 352,144 336,498 343,500 343,375 361,900 FURNITURE & EQUIP <$5000 - - - 500 - CAPITAL OUTLAY - - - 500 - FINANCE DIVISION TOTAL 771,019$ 764,924$ 784,215$ 728,775$ 755,900$ FINANCE DEPARTMENT Page 38 of 125Page 38 of 125 4 Municipal Court Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 145,603 $ 150,239 $ 160,545 $ 157,100 $ 168,585 OVERTIME 4,978 3,728 8,000 5,000 5,000 LONGEVITY 1,950 2,080 2,200 2,200 2,300 HEALTH & DENTAL 22,237 21,843 20,000 21,200 22,000 TMRS 16,558 11,292 17,757 15,000 12,100 FICA 10,848 11,451 13,062 12,500 13,100 WORKERS COMPENSATION 242 275 400 400 400 OTHER BENEFITS 1,283 5,228 6,100 6,100 1,300 PERSONNEL 203,700 206,136 228,064 219,500 224,785 OFFICE SUPPLIES 284 1,109 500 500 500 COMMUNICATION 438 336 750 750 750 PROFESSIONAL DUES 290 345 400 330 400 PUBLICATIONS 506 47 600 600 600 TRAVEL & TRAINING 3,775 2,179 3,300 3,300 3,300 OTHER CONTRACTED 19,817 14,848 18,000 18,000 18,000 OPERATING 25,109 18,863 23,550 23,480 23,550 MUNICIPAL COURT DIVISION TOTAL 228,810$ 224,999$ 251,614$ 242,980$ 248,335$ FINANCE DEPARTMENT Page 39 of 125Page 39 of 125 City-Wide Division Budget Detail by Line Item Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 RETIREE BENEFITS $ - $ - $ - $ - $ 190,000 OTHER BENEFITS - - - - 328,800 ELECTRIC SERVICE 584,033 372,485 180,000 170,000 180,000 STREET LIGHTING - ELECTRIC SERVICE - - 120,000 100,000 120,000 NATURAL GAS SERVICE 20,565 23,794 25,000 30,000 30,000 GENERAL LIABILITY INSURANCE 9,672 9,010 15,000 15,000 13,000 ERRORS & OMISSIONS 20,010 18,982 25,000 25,000 25,000 CRIME COVERAGE FIDELITY 1,699 1,662 1,800 1,800 1,800 AUTO LIABILITY 24,832 18,362 38,000 38,000 35,000 AUTO PHYSICAL DAMAGE 17,221 17,443 17,500 17,500 19,000 UNDERGROUND STORAGE LIABILITY - - 707 707 775 REAL & PERSONAL PROPERTY 63,332 72,121 119,000 119,000 110,000 DEDUCTIBLE 8,248 (121) 10,000 10,000 10,000 CITY-WIDE DIVISION TOTAL 749,612$ 533,737$ 552,007$ 527,007$ 1,063,375$ FINANCE DEPARTMENT Page 40 of 125Page 40 of 125 POLICE DEPARTMENT The Police Department is responsible for preserving the peace and enforcing the law in the City. POLICE DEPARTMENT MISSION To preserve the peace and to protect life and property by enforcing local, state, and federal laws. POLICE DEPARTMENT DIVISIONS Patrol – Provides patrol, enforcement and investigation services. (2014 Budget - $3,142,465) Support Services – Provides emergency dispatch for both Police and Fire departments and monitors alarm systems that are serviced by the City’s Direct Link alarm monitoring service. Additionally, provides the administration of the City’s Direct Link alarm monitoring program. (2014 Budget - $742,600) POLICE DEPARTMENT 2014 GOALS ∗ Create training cooperative with other area law enforcement agencies to provide low cost high quality training to officers. ∗ Further utilization of the department’s Patrol Bicycle program. ∗ Develop and deploy an Emergency Vehicle Operations course for all police personnel ∗ Enroll senior dispatchers in train-the-trainer courses that will allow in-house training of mandated courses and basic and mid level courses for telecommunications officers. ∗ Continue proactive activities in the detective division. Fill the two vacant officer positions to increase proactive measures and possible specialty assignments with outside agencies in detailed investigative units (HCSO Auto theft, Property crimes, DA’s Office (financial crimes), etc… POLICE DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 35 (2013 authorized full-time employees – 35) ∗ Total budget - $3,885,065 (2013 total budget - $3,879,543) Page 41 of 125Page 41 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Patrol Personnel 2,093,357$ 2,203,624$ 2,410,420$ 2,386,200$ 2,445,915$ Operating charges 399,454 657,666 683,750 674,495 691,550 Capital - 29,370 - 23,430 5,000 Total 2,492,811 2,890,661 3,094,170 3,084,125 3,142,465 Support Services Personnel 696,921 638,322 780,373 716,120 740,100 Operating charges 598 763 5,000 2,500 2,500 Total 697,519 639,085 785,373 718,620 742,600 Total Department 3,190,331$ 3,529,746$ 3,879,543$ 3,802,745$ 3,885,065$ Police Department Staffing Schedule 2013 2014 Position Grade Budget Budget Minimum Maximum Police Department Patrol Police Chief III 1 1 92,504 124,880 Police Captain P-6 1 1 85,506 115,434 Police Sergeant P-4 5 5 64,716 87,366 Police Officer P-2 17 17 49,330 66,595 Support Services Supervisor 208 1 1 47,615 66,660 Support Services Administrative Assistant 205 2 2 36,436 51,011 Emergency Dispatcher P-1 8 8 35,763 50,069 Total Police 35 35 POLICE DEPARTMENT Salary Range Page 42 of 125Page 42 of 125 Patrol Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 1,323,685 $ 1,368,487 $ 1,533,015 $ 1,500,000 $ 1,601,015 OVERTIME 165,092 220,673 200,000 220,000 200,000 LONGEVITY 7,137 7,663 9,400 8,400 8,800 HEALTH & DENTAL 205,096 217,648 205,300 205,000 260,900 TMRS 234,581 166,567 181,211 175,000 182,200 FICA 109,744 117,353 133,294 127,400 134,300 WORKERS COMPENSATION 21,965 24,620 31,300 36,000 33,200 ALLOWANCES 7,578 6,628 6,900 6,900 6,900 OTHER BENEFITS 15,160 72,198 107,500 105,000 16,100 EMPLOYEE RELATIONS 3,095 1,788 2,500 2,500 2,500 RECRUITING & HIRING 224 - - - - PERSONNEL 2,093,357 2,203,624 2,410,420 2,386,200 2,445,915 OFFICE SUPPLIES 7,025 8,119 6,900 8,600 8,600 APPREHENSION & JAILING 181 111 1,000 1,000 1,000 OPERATING SUPPLIES 26,304 26,309 24,500 24,500 27,000 FUEL 38 66,993 69,900 60,000 61,800 EQUIPMENT MAINTENANCE 356 650 10,000 10,000 10,000 VEHICLE MAINTENANCE - 20 - 20 37,800 COMMUNICATION 1,654 839 2,000 2,000 2,000 CONSULTANTS 2,991 3,085 3,000 3,000 3,000 EQUIPMENT LEASE/RENTAL 4,216 4,959 6,000 4,925 6,000 PROFESSIONAL DUES 1,681 879 1,850 1,850 1,850 PUBLICATIONS 339 900 1,400 1,400 1,400 TRAVEL & TRAINING 17,057 13,724 19,000 19,000 19,000 LAW ENFORCEMENT LIABILITY 12,487 10,776 14,000 14,000 16,000 COMMUNITY RELATIONS 27 - 1,000 1,000 1,000 REPLACEMENT FUND 98,210 101,712 105,000 105,000 102,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 226,888 418,591 418,200 418,200 393,100 OPERATING 399,454 657,666 683,750 674,495 691,550 OTHER EQUIPMENT - 29,370 - 23,430 5,000 CAPITAL - 29,370 - 23,430 5,000 PATROL DIVISION TOTAL 2,492,811$ 2,890,661$ 3,094,170$ 3,084,125$ 3,142,465$ POLICE DEPARTMENT Page 43 of 125Page 43 of 125 Support Services Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 428,365 $ 381,810 $ 475,730 $ 425,000 $ 475,100 ON CALL - - - 1,100 1,500 OVERTIME 71,328 80,929 79,000 92,520 79,000 LONGEVITY 3,056 3,025 2,900 2,900 3,700 HEALTH & DENTAL 67,825 60,093 89,200 70,000 73,200 TMRS 78,650 48,598 57,988 51,800 56,200 FICA 38,304 35,493 42,655 40,000 41,500 WORKERS COMPENSATION 777 778 1,200 1,100 1,100 ALLOWANCES 1,913 2,040 2,100 2,100 2,100 OTHER BENEFITS 6,703 25,557 29,600 29,600 6,700 PERSONNEL 696,921 638,322 780,373 716,120 740,100 OPERATING SUPPLIES - - 2,500 - - TRAVEL & TRAINING 598 763 2,500 2,500 2,500 OPERATING 598 763 5,000 2,500 2,500 COMMUNICATIONS DIVISION TOTAL 697,519$ 639,085$ 785,373$ 718,620$ 742,600$ POLICE DEPARTMENT Page 44 of 125Page 44 of 125 FIRE DEPARTMENT The Fire Department is responsible for protecting our residents and visitors from the ravages of fire and other disasters, whether natural or manmade. FIRE DEPARTMENT MISSION The preservation of lives and property. FIRE DEPARTMENT DIVISIONS Fire – Provides fire inspections, fire prevention, fire suppression, public education, emergency medical service, and emergency management coordination. FIRE DEPARTMENT 2014 GOALS ∗ To provide the highest quality Fire & EMS response services to the community ∗ To provide superior customer service to the community and to other departments within the City ∗ Continue to provide live fire suppression training for all Firefighters ∗ Continue to provide firefighter survival training for all Firefighters ∗ Continue to provide supervision and management training for all Fire Officers ∗ Continue to provide public education & fire prevention programs conducted within West University Place schools. ∗ Continue to provide life saving community education programs to the residents and employees of the City. ∗ Promote the Community Emergency Response Team (CERT) Program. FIRE DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 23 (2013 authorized full-time employees – 23). ∗ Total budget - $2,640,780 (2013 total budget - $2,788,416). Page 45 of 125Page 45 of 125 58 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Fire Personnel 2,274,890$ 2,282,483$ 2,354,816$ 2,436,900$ 2,241,680$ Operating charges 276,621 348,595 339,900 316,300 355,600 Capital 20,033 46,225 93,700 113,435 43,500 Total 2,571,544 2,677,302 2,788,416 2,866,635 2,640,780 Total Department 2,571,544$ 2,677,302$ 2,788,416$ 2,866,635$ 2,640,780$ Fire Department Staffing Schedule 2013 2014 Position Grade Budget Budget Minimum Maximum Fire Department Fire Chief III 1 1 92,504 124,880 Fire Marshal / Assistant Chief F-5 1 1 85,385 102,470 Fire Captain F-4 3 3 73,384 95,399 Fire Lieutenant F-3 3 3 67,198 91,815 Firefighter/Paramedic F-1 15 15 47,744 65,886 Total Fire 23 23 FIRE DEPARTMENT Salary Range Page 46 of 125Page 46 of 125 Fire Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 1,469,526 $ 1,498,367 $ 1,499,204 $ 1,594,000 $ 1,516,580 PART-TIME WAGES 8,870 - - - - OVERTIME 101,407 117,611 100,000 120,000 100,000 LONGEVITY 13,737 13,803 15,300 14,100 16,700 HEALTH & DENTAL 257,573 250,295 283,400 260,000 273,000 TMRS 254,002 170,270 167,905 164,500 164,500 FICA 120,041 120,188 123,507 122,400 121,000 WORKERS COMPENSATION 20,851 21,082 25,300 22,800 23,500 ALLOWANCES 8,930 8,880 8,900 8,900 8,900 OTHER BENEFITS 16,132 80,980 129,100 128,000 15,300 EMPLOYEE RELATIONS 3,820 1,007 2,200 2,200 2,200 PERSONNEL 2,274,890 2,282,483 2,354,816 2,436,900 2,241,680 OFFICE SUPPLIES 3,531 3,093 3,000 3,000 3,000 OPERATING SUPPLIES 28,314 32,071 42,000 42,000 42,000 FUEL - 14,384 14,800 13,200 13,600 EQUIPMENT MAINTENANCE 16,715 15,149 16,000 16,000 16,000 VEHICLE MAINTENANCE 13,915 18,711 15,000 18,000 18,000 COMMUNICATION 647 189 500 500 500 PROFESSIONAL DUES 3,225 3,919 3,200 3,200 4,800 PUBLICATIONS 922 1,099 1,500 1,500 1,500 TRAVEL & TRAINING 18,870 18,655 20,000 20,000 26,000 OTHER CONTRACTED SERVICES 27,921 27,591 52,600 27,600 52,600 COMMUNITY RELATIONS 4,123 3,444 4,000 4,000 4,000 TRANSFER TO VEHICLE REPLACEMENT FUND 25,209 35,292 32,000 32,000 34,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 133,230 174,996 135,300 135,300 139,600 OPERATING 276,621 348,595 339,900 316,300 355,600 FURNITURE & EQUIP <$5000 - 325 - 738 - TRUCKS - 18,997 - 18,997 - OTHER EQUIPMENT 20,033 26,904 93,700 93,700 43,500 CAPITAL 20,033 46,225 93,700 113,435 43,500 FIRE DIVISION TOTAL 2,571,544$ 2,677,302$ 2,788,416$ 2,866,635$ 2,640,780$ FIRE DEPARTMENT Page 47 of 125Page 47 of 125 PUBLIC WORKS DEPARTMENT The Public Works Department is responsible for the City’s civil engineering, utility and internal maintenance services. This diverse department encompasses planning, maintaining streets and drainage, enforcing building codes, and maintaining city vehicles. PUBLIC WORKS DEPARTMENT MISSION To maintain the City’s streets at a level consistent with a modern urban area; maintain the City’s drainage system to maximize storm water removal consistent with the system's design; maintain the City’s fleet of motor vehicles to the highest standards of safety and efficiency; and enforce the City’s building, plumbing, and electrical codes to ensure the construction and maintenance of safe residential and commercial structures. PUBLIC WORKS DEPARTMENT DIVISIONS Administration – Provides management and leadership for the entire Department’s Divisions and is responsible for contract administration and managing the City’s Capital Improvement Program. (2014 Budget - $461,360) Development Services – Enforces the City’s building, plumbing and electrical codes to ensure the construction and maintenance of safe residential and commercial structures. (2014 Budget - $416,647) Streets & Drainage – Maintains the City’s streets and storm water drainage system. (2014 Budget -$214,200) Facilities Management – Maintains the City’s buildings and related equipment. (2014 Budget - $632,850) General Services – Provides fleet maintenance service and maintains the City’s traffic control systems. (2014 Budget - $610,770) Planning – Enforces the City’s zoning ordinances. (2014 Budget - $335,235) PUBLIC WORKS DEPARTMENT 2014 GOALS ∗ Continue monitoring and reporting of neighboring agencies infrastructure reconstruction projects to minimize disruptive impact on West U. ∗ Continue to support City efforts for acquisition of the necessary mitigation for the College Ave/Bellaire Blvd Improvement Project. ∗ Review ordinances regarding noise and parking nuisances and propose revisions where necessary and practical. ∗ Continue to enhance City owned property acquisitions to be ready and available to maximize their benefit to the City (Westpark and Ruffino Hills). ∗ Continue funding sources for major equipment replacement and pay-as-you -go Capital Improvement Projects. Page 48 of 125Page 48 of 125 PUBLIC WORKS DEPARTMENT 2014 GOALS (cont’d) ∗ Continue to refine the Comprehensive Policy and Procedure Manuals for maintenance divisions. ∗ Implement citywide anti-idling policy for city vehicles. ∗ Continue to maintain current certifications, licenses and continuing education requirements for staff. ∗ Each inspector shall work towards obtaining one additional ICC certification annually. ∗ Work to develop tree preservation regulations that focus on the preservation of canopy coverage and site conditions versus preservation of individual trees. ∗ Work to develop non-residential zoning regulations that encourage the highest and best use of a property, through a comprehensive review and study (with assistance from a third party consultant) of the non-residential zoning and development regulations. ∗ Continue to develop and refine code compliance procedures for non-compliant and substandard structures. ∗ Continue to monitor and review conditions and the need for rehabilitation of Ruskin Street, West College and other streets in Priority Areas 1, 2, and 3; this will include Buffalo Speedway. Continue to maintain these roadways while developing a plan to provide for roadway replacement as well as funding necessary for the replacement. ∗ Implement new vehicle maintenance software. ∗ Continue inspection programs to ensure compliance with MUTCD minimum retro reflectivity levels for regulatory signs. ∗ Continue enhancements to the equipment replacement guidelines for major mechanical equipment. ∗ Continue implementation of software management program for inventory, work orders and preventative maintenance. ∗ Develop a succession and management oversight program. PUBLIC WORKS DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 19 (2013 authorized full-time employees – 20) ∗ Total budget - $2,671,062 (2013 total budget - $2,852,475) Page 49 of 125Page 49 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Public Works Administration Personnel 307,707$ 306,541$ 315,871$ 312,500$ 331,460$ Operating charges 204,332 218,794 226,250 225,600 129,900 Capital - - 5,000 5,000 - Total 512,039 525,335 547,121 543,100 461,360 Development Services Personnel 355,507 376,368 387,740 387,000 392,900 Operating charges 16,933 19,325 21,267 20,829 23,747 Capital - - - - - Total 372,440 395,693 409,007 407,829 416,647 Streets & Drainage Personnel 82,703 97,482 140,633 130,800 124,650 Operating charges 92,142 113,235 97,050 92,600 89,550 Total 174,845 210,717 237,683 223,400 214,200 Facilities Management Personnel 169,692 173,729 177,438 174,300 181,550 Operating charges 292,837 450,732 393,300 384,641 449,700 Capital 55,255 45,955 19,000 19,100 1,600 Total 517,784 670,416 589,738 578,041 632,850 General Services Personnel 393,633 363,980 397,934 377,500 406,270 Operating charges 412,160 259,657 291,100 204,100 188,500 Capital 18,061 36,425 41,600 41,400 16,000 Total 823,855 660,062 730,634 623,000 610,770 Planning Personnel 220,238 250,952 257,342 243,300 261,230 Operating charges 56,019 57,247 76,950 148,305 74,005 Capital - - 4,000 - - Total 276,256 308,199 338,292 391,605 335,235 Total Department 2,677,219$ 2,770,422$ 2,852,475$ 2,766,975$ 2,671,062$ PUBLIC WORKS DEPARTMENT Page 50 of 125Page 50 of 125 Public Works Staffing Schedule (General Fund) 2013 2014 Position Grade Budget Budget Minimum Maximum Public Works Public Works Administration Asst. City Manager\Public Works Dir IV 1 1 102,679 138,616 Office Coordinator 206 1 - 39,351 55,092 Secretary 203 1 - 31,825 44,555 Administrative Assistant 205 - 1 36,436 51,011 Development Services Chief Building Official 112 1 1 62,460 87,444 Building Inspector 206 2 2 39,351 55,092 Permit Technician 204 2 2 34,053 47,673 Streets & Drainage Maintenance Worker III 204 1 1 34,053 47,673 Maintenance Worker I 202 1 1 29,743 41,640 Facilities Management Facilities Maintenance Mgr 111 1 1 54,313 76,038 Facilities Maintenance Tech 205 1 1 36,436 51,011 General Services Asst Director - Public Works 113 1 1 71,829 100,560 Crew Leader 205 1 1 36,436 51,011 Lead Traffic Technician 206 1 1 39,351 55,092 Mechanic 204 1 1 34,053 47,673 Driver/Equipment Operator 203 - - 31,825 44,555 Traffic Technician 203 1 1 31,825 44,555 Planning City Planner 112 1 1 62,460 87,444 Code Enforcement/ACO 205 1 1 36,436 51,011 Planning Assistant 204 1 1 34,053 47,673 Total Public Works 20 19 Salary Range Page 51 of 125Page 51 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 217,221 $ 223,230 $ 229,104 $ 226,500 $ 240,860 OVERTIME 3,688 1,959 3,000 3,000 2,000 LONGEVITY 1,685 1,865 2,100 1,900 2,300 HEALTH & DENTAL 21,342 20,710 19,000 19,000 30,100 TMRS 35,816 24,297 24,353 24,400 25,300 FICA 15,872 16,145 17,914 17,500 18,200 WORKERS COMPENSATION 380 416 700 700 700 ALLOWANCES 6,890 6,840 6,900 6,900 6,900 OTHER BENEFITS 2,082 8,067 9,700 9,500 2,000 EMPLOYEE RELATIONS 2,732 3,011 3,100 3,100 3,100 PERSONNEL 307,707 306,541 315,871 312,500 331,460 OFFICE SUPPLIES 6,392 8,216 10,700 11,400 11,000 OPERATING SUPPLIES 4,098 2,840 800 800 500 EQUIPMENT MAINTENANCE 898 2,063 1,750 1,100 1,500 COMMUNICATION 445 219 1,000 800 1,000 ELECTRIC SERVICE - - 15,000 15,000 15,000 CONSULTANTS 21,748 45,936 30,000 30,000 30,000 EQUIPMENT LEASE/RENTAL 5,872 7,028 7,200 6,800 6,800 PROFESSIONAL DUES 2,113 1,977 1,600 1,700 1,500 TRAVEL & TRAINING 344 4,032 3,200 3,200 3,000 OTHER CONTRACTED SERVICES 1,570 460 1,000 900 1,000 COMMUNITY RELATIONS 394 524 1,000 900 1,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 160,458 145,500 153,000 153,000 57,600 OPERATING 204,332 218,794 226,250 225,600 129,900 FURNITURE & EQUIP <$5000 - - 5,000 5,000 - CAPITAL - - 5,000 5,000 - PUBLIC WORKS ADMINISTRATION DIVISION TOTAL 512,039$ 525,335$ 547,121$ 543,100$ 461,360$ Public Works Administration Division Line PUBLIC WORKS DEPARTMENT Page 52 of 125Page 52 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 247,422 $ 270,520 $ 275,725 $ 274,000 $ 293,100 OVERTIME 8,410 2,376 4,000 4,000 4,000 LONGEVITY 1,705 2,030 2,400 2,400 2,100 HEALTH & DENTAL 32,012 33,817 31,100 33,000 34,200 TMRS 40,504 28,773 29,336 29,000 30,400 FICA 19,588 20,918 21,579 21,000 22,400 WORKERS COMPENSATION 798 929 1,200 1,100 1,200 ALLOWANCES 2,040 2,040 2,100 2,100 2,100 OTHER BENEFITS 2,989 14,916 20,300 20,300 3,100 EMPLOYEE RELATIONS - 50 - 100 300 RECRUITING & HIRING 39 - - - - PERSONNEL 355,507 376,368 387,740 387,000 392,900 OFFICE SUPPLIES 1,042 950 1,500 1,500 1,500 OPERATING SUPPLIES 1,447 3,041 3,000 3,000 6,000 FUEL - - - 1,200 1,300 EQUIPMENT MAINTENANCE 828 - - - - VEHICLE MAINTENANCE 124 - - - 1,900 COMMUNICATION 955 663 3,480 1,500 1,500 EQUIPMENT LEASE/RENTAL 993 1,490 1,500 1,500 1,500 PROFESSIONAL DUES 575 831 747 609 747 PUBLICATIONS 635 2,718 500 2,620 500 TRAVEL & TRAINING 3,607 2,973 4,940 3,300 4,000 OTHER CONTRACTED SERVICES - - - 100 - COMMUNITY RELATIONS 319 250 600 500 300 TRANSFER TO VEHICLE REPLACEMENT FUND 6,407 6,408 5,000 5,000 4,500 OPERATING 16,933 19,325 21,267 20,829 23,747 DEVELOPMENT SERVICES DIVISION TOTAL 372,440$ 395,693$ 409,007$ 407,829$ 416,647$ Development Services Division Line Item PUBLIC WORKS DEPARTMENT Page 53 of 125Page 53 of 125 Streets & Drainage Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 51,653 $ 56,028 $ 81,122 $ 75,000 $ 78,850 ON CALL 2,115 2,460 3,800 4,000 3,800 OVERTIME 5,128 11,818 6,000 10,000 10,000 LONGEVITY 264 280 500 500 600 HEALTH & DENTAL 7,981 8,012 19,900 12,000 12,300 TMRS 9,214 7,339 9,110 9,100 9,000 FICA 4,516 5,367 6,701 6,900 6,700 WORKERS COMPENSATION 1,039 1,380 2,200 2,000 2,000 OTHER BENEFITS 792 4,762 11,100 11,100 1,200 EMPLOYEE RELATIONS - 35 200 200 200 PERSONNEL 82,703 97,482 140,633 130,800 124,650 OPERATING SUPPLIES 2,978 1,372 2,000 1,500 1,000 FUEL - 1,317 2,200 3,600 3,800 EQUIPMENT MAINTENANCE 2,350 425 1,000 500 500 DRAINAGE MAINTENANCE 28,096 20,299 29,000 18,000 18,000 STREET MAINTENANCE 46,358 46,301 37,000 48,000 45,000 TRAFFIC CONTROL 247 - - - - COMMUNICATION - - 2,500 2,000 2,000 TRAVEL & TRAINING - - 350 - 250 OTHER CONTRACTED 6,044 34,905 12,500 10,000 10,000 COMMUNITY RELATIONS - - 2,500 1,000 1,000 TRANSFER TO VEHICLE REPLACEMENT FUND 6,069 8,616 8,000 8,000 8,000 OPERATING 92,142 113,235 97,050 92,600 89,550 STREETS & DRAINAGE DIVISION TOTAL 174,845$ 210,717$ 237,683$ 223,400$ 214,200$ PUBLIC WORKS DEPARTMENT Page 54 of 125Page 54 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 108,745 $ 111,222 $ 113,203 $ 111,500 $ 119,050 ON CALL - 953 2,800 2,800 2,800 OVERTIME 3,118 4,528 5,000 3,400 5,000 LONGEVITY 300 425 600 - 700 HEALTH & DENTAL 26,128 25,923 23,500 25,000 26,000 TMRS 17,826 12,389 12,350 12,000 12,700 FICA 8,213 8,580 9,085 8,700 9,300 WORKERS COMPENSATION 2,027 2,424 2,700 2,700 2,600 ALLOWANCES 2,040 2,040 2,100 2,100 2,100 OTHER BENEFITS 1,295 5,246 6,100 6,100 1,300 PERSONNEL 169,692 173,729 177,438 174,300 181,550 OFFICE SUPPLIES - 71 300 100 200 OPERATING SUPPLIES 3,691 1,292 3,700 2,000 4,000 FUEL - 5,541 5,400 1,200 1,300 EMERGENCY GENERATOR FUEL - 10,851 - 10,241 - EQUIPMENT MAINTENANCE 31,846 40,985 54,500 53,500 52,000 VEHICLE MAINTENANCE - - - - 2,600 BUILDING & GROUNDS MAINTENANCE 46,260 61,493 64,600 59,100 67,000 EQUIPMENT LEASE/RENTAL 19 - - - - PROFESSIONAL DUES 235 324 1,600 1,300 1,000 PUBLICATIONS 503 - - - - TRAVEL & TRAINING - 4,503 5,200 4,200 5,500 OTHER CONTRACTED SERVICES 201,067 316,456 248,000 243,000 295,300 TRANSFER TO VEHICLE REPLACEMENT FUND 9,216 9,216 10,000 10,000 9,500 TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - - - 11,300 OPERATING 292,837 450,732 393,300 384,641 449,700 OTHER EQUIPMENT 55,255 1,475 1,500 1,600 1,600 OTHER CONSTRUCTION COSTS - 44,480 17,500 17,500 - CAPITAL 55,255 45,955 19,000 19,100 1,600 FACILITY MAINTENANCE TOTAL 517,784$ 670,416$ 589,738$ 578,041$ 632,850$ Facility Maintenance Division Line Item PUBLIC WORKS DEPARTMENT Page 55 of 125Page 55 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 259,192 $ 233,663 $ 254,505 $ 235,000 $ 264,670 PART-TIME WAGES 18 - - - - ON CALL - 3,270 - 10,000 11,200 OVERTIME 6,562 8,600 8,000 8,000 8,000 LONGEVITY 1,955 1,694 1,400 1,400 1,700 HEALTH & DENTAL 54,569 47,913 65,000 50,000 63,000 TMRS 42,154 27,733 27,443 25,000 27,700 FICA 19,719 19,508 20,186 20,000 20,300 WORKERS COMPENSATION 3,594 4,347 4,300 11,000 4,200 ALLOWANCES 2,040 2,040 2,100 2,100 2,100 OTHER BENEFITS 3,161 14,625 14,700 14,700 3,100 EMPLOYEE RELATIONS 668 587 300 300 300 PERSONNEL 393,633 363,980 397,934 377,500 406,270 OFFICE SUPPLIES 669 736 600 500 600 OPERATING SUPPLIES 14,381 10,717 14,100 13,100 12,900 FUEL 212,449 73,846 73,800 4,800 5,000 EQUIPMENT MAINTENANCE 10,444 8,900 6,500 6,500 3,900 VEHICLE MAINTENANCE 65,294 45,116 59,600 49,500 11,500 TRAFFIC CONTROL MAINTENANCE 29,294 29,974 30,000 29,000 30,500 COMMUNICATION 126 - - - 2,000 ELECTRIC SERVICE - - 8,000 6,000 8,000 EQUIPMENT LEASE/RENTAL 523 774 800 800 800 PROFESSIONAL DUES - 2,255 3,100 2,900 3,400 PUBLICATIONS 3,519 - 500 500 500 TRAVEL & TRAINING 2,873 4,072 9,500 8,500 12,500 OTHER CONTRACTED SERVICES 27,670 32,767 30,000 28,000 32,000 COMMUNITY RELATIONS 2,000 2,584 2,600 2,000 2,000 TRANSFER TO VEHICLE REPLACEMENT FUND 42,919 47,916 52,000 52,000 33,500 TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - - - 29,400 OPERATING 412,160 259,657 291,100 204,100 188,500 FURNITURE & EQUIP <$5000 2,921 1,925 8,800 8,600 8,800 OTHER EQUIPMENT 15,140 34,500 28,800 28,800 3,200 CONSTRUCTION COSTS - - 4,000 4,000 4,000 CAPITAL 18,061 36,425 41,600 41,400 16,000 GENERAL SERVICES DIVISION TOTAL 823,855$ 660,062$ 730,634$ 623,000$ 610,770$ General Services Division Line Item Budget PUBLIC WORKS DEPARTMENT Page 56 of 125Page 56 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 156,717 $ 181,023 $ 186,217 $ 175,000 $ 193,830 OVERTIME 116 4,365 2,500 2,500 2,500 LONGEVITY 1,463 1,815 2,000 2,000 2,200 HEALTH & DENTAL 22,212 20,638 21,300 20,000 24,500 TMRS 24,894 19,573 19,835 19,300 20,000 FICA 11,592 14,006 14,590 13,000 14,700 WORKERS COMPENSATION 255 345 500 1,100 400 ALLOWANCES 1,200 1,200 1,200 1,200 1,200 OTHER BENEFITS 1,788 7,961 9,200 9,200 1,900 EMPLOYEE RELATIONS - 25 - - - PERSONNEL 220,238 250,952 257,342 243,300 261,230 OFFICE SUPPLIES 1,514 1,046 2,000 3,800 3,800 OPERATING SUPPLIES 2,594 2,587 3,220 3,225 3,225 FUEL - - - 3,600 3,800 CONSULTANTS - - - 75,000 - VEHICLE MAINTENANCE - 7 - - 500 COMMUNICATION 3,267 2,460 4,530 5,130 5,130 ELECTRIC SERVICE - - 1,500 1,000 1,500 PROFESSIONAL DUES 127 706 1,000 1,000 1,000 PUBLICATIONS 542 105 700 1,000 1,000 TRAVEL & TRAINING 631 1,960 3,000 3,550 3,550 OTHER CONTRACTED SERVICES 40,633 42,976 55,000 45,000 45,000 COMMUNITY RELATIONS 1,500 193 - - - TRANSFER TO VEHICLE REPLACEMENT FUND 5,209 5,208 6,000 6,000 5,500 OPERATING 56,019 57,247 76,950 148,305 74,005 FURNITURE & EQUIP <$5000 - - 4,000 - - CAPITAL - - 4,000 - - PLANNING DIVISION TOTAL 276,256$ 308,199$ 338,292$ 391,605$ 335,235$ Planning Division Line Item Budget PUBLIC WORKS DEPARTMENT Page 57 of 125Page 57 of 125 PARKS AND RECREATION DEPARTMENT The Parks and Recreation Department is responsible for operating and maintaining the West University Place Recreation Center, the Colonial Park Pool, the Community Building/Senior Center, the Scout House and seven (7) municipal parks and playgrounds. The department also is responsible for planning, implementing and evaluating a variety of recreational/leisure activities and special events for all ages. PARKS AND RECREATION DEPARTMENT MISSION The West University Place Parks and Recreation Department team offers quality programs, facilities and services that encourage community participation and promotes fun, physical activity and growth, in a safe and wholesome environment PARKS AND RECREATION DEPARTMENT DIVISIONS P&R Administration – Provides management and leadership for the Department’s divisions. (2014 Budget - $502,050) Senior Services – Provides transportation, leisure and social services for the senior citizens of West University Place. (2014 Budget - $287,015) Recreation Center – Cost center for the operation of the pool and recreation facilities at the West University Place Recreation Center. (2014 Budget - $1,242,145) Parks Management – (Formerly Facilities Maintenance) - Maintains the City’s parks and landscaping. (2014 Budget - $550,715) Colonial Park Pool – Operation of the pool at Colonial Park. (2014 Budget - $408,000) PARKS AND RECREATION DEPARTMENT 2014 GOALS ∗ Update the 2000 WUP Parks Master Plan. ∗ Develop a Parks & Facilities Naming Rights Policy and Sponsorship Catalog. ∗ Form a Youth Council to assist staff in developing and implementing programs and activities for WUP junior high and high school age students. ∗ Continue appointing sub-committees of the Parks Board, Senior Board and Friends Board to assist staff in the ongoing efforts to achieve excellence in customer service, program and activity planning, identifying development needs in parks and recreational facilities and in being the conduit for citizen feedback to staff. ∗ Generate $1,250,000.00 in revenue in 2014 through fee-based leisure program offerings, recreational facilities membership sales and facility rentals. ∗ Continue efforts in growing the number of residents who participate in the Senior Services Divisions leisure program offerings, with active support from both the Good Neighbor Team and the Senior Board. Page 58 of 125Page 58 of 125 PARKS AND RECREATION DEPARTMENT 2014 GOALS (cont’d) ∗ Continue to offer cross-generational activities at both the Senior Center and the Recreation Center in an effort to offer the active/adventure programs and special events that our older adult population prefers. ∗ Partner with the Friends of West University Place Parks in facilitating the following projects: • Reforestation of Parks System • Replacement of Turf at Colonial Park – East End Green Space • Replacement of Picnic Tables & Park Benches • Wier Park Basketball Court Upgrades • Replacement of ADA swings @ Wier and Colonial Park Playgrounds • Wier Park Tennis Court Upgrades • Park Entry Signs: 6 total ∗ Continue to develop active partnerships with area agencies and organizations that will improve the overall quality of life for older residents through leisure programming, transportation services and social services referrals. ∗ Continue to work with the Administration and IT Departments in the area of growing and promoting the citywide social networking initiatives. ∗ Continue our recruiting, hiring, training and retention efforts for the Recreation Division’s year-round and seasonal part-time positions of Lifeguard, Swim Instructors and Recreation Attendants and the Senior Services Division part-time positions of Rental Caretaker and Senior Driver. ∗ Investigate opportunities for increasing the number of citizen rentals of the Community Building and Senior Center facility. PARKS AND RECREATION DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 11 (2013 authorized full-time employees – 11) ∗ Total budget - $2,989,925. (2012 total budget - $2,874,005) Page 59 of 125Page 59 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 P&R Administration Personnel 314,590$ 337,719$ 332,675$ 342,700$ 338,250$ Operating charges 392,307 338,708 202,100 194,800 163,800 Capital 11,322 - - - - Total 718,219 676,428 534,775 537,500 502,050 Senior Services Personnel 170,363 174,066 178,165 173,600 181,515 Operating charges 51,015 72,818 78,608 68,100 105,500 Total 221,379 246,884 256,773 241,700 287,015 Recreation Center Personnel 453,550 430,356 516,466 510,300 526,145 Operating charges 320,031 415,815 743,349 755,000 716,000 Total 773,581 846,171 1,259,815 1,265,300 1,242,145 Parks Management Personnel 98,047 116,156 126,371 133,700 167,915 Operating charges 113,711 249,844 262,170 260,800 382,800 Total 211,757 366,001 388,541 394,500 550,715 Colonial Park Personnel 131,666 141,394 175,971 176,200 186,400 Operating charges 57,143 85,478 258,130 237,400 221,600 Total 188,809 226,871 434,101 413,600 408,000 Total Department 2,362,355$ 2,874,005$ 2,852,600$ 2,989,925$ PARKS & RECREATION DEPARTMENT Page 60 of 125Page 60 of 125 Parks and Recreation Department Staffing Schedule 2013 2014 Position Grade Budget Budget Minimum Maximum Parks and Recreation Community Building Parks and Recreation Director III 1 1 92,504 124,880 Asst. Parks & Recreation Director 112 - 1 62,460 87,444 Administrative Manager 111 1 - 54,313 76,038 Executive Director FWUP 109 1 1 41,068 57,496 Senior Services Senior Services Manager 111 1 1 54,313 76,038 Recreation Specialist 205 1 1 36,436 51,011 Recreation Center Recreation Manager 111 1 1 54,313 76,038 Assistant Recreation Mgr 206 1 1 39,351 55,092 Recreation Specialist 205 2 2 36,436 51,011 Parks Management Park Maintenance Supervisor 207 - 1 43,286 60,601 Crew Leader 205 1 - 36,436 51,011 Parks Technician 201 1 1 27,797 38,916 Total Parks and Recreation 11 11 Salary Range Page 61 of 125Page 61 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 220,500 $ 240,263 $ 236,550 $ 231,000 $ 250,850 PART-TIME WAGES - 590 - 9,000 - OVERTIME - 1,062 - - - LONGEVITY 1,490 1,610 2,400 2,400 2,600 HEALTH & DENTAL 28,123 29,415 25,100 28,600 28,100 TMRS 36,044 26,229 24,848 26,200 25,800 FICA 16,418 17,971 18,277 18,000 18,500 WORKERS COMPENSATION 388 502 600 2,600 500 ALLOWANCES 8,930 8,880 8,900 8,900 8,900 OTHER BENEFITS 2,091 10,031 15,000 15,000 2,000 EMPLOYEE RELATIONS 606 1,167 1,000 1,000 1,000 PERSONNEL 314,590 337,719 332,675 342,700 338,250 OFFICE SUPPLIES 811 1,578 1,100 1,100 1,100 OPERATING SUPPLIES 3,709 3,884 2,800 2,800 2,800 MISCELLANEOUS 45 - - - - EQUIPMENT MAINTENANCE - 456 - - - BUILDING & GROUNDS MAINTENANCE - 695 - 100 - SWIMMING POOL MAINTENANCE - - - 700 - COMMUNICATION 21,762 22,216 22,705 22,700 22,700 ELECTRIC SERVICE - - 20,000 13,000 20,000 EQUIPMENT LEASE/RENTAL 2,578 2,992 4,000 3,500 3,500 PROFESSIONAL DUES 1,274 2,365 2,420 2,800 2,800 TRAVEL & TRAINING 4,000 3,925 4,675 3,700 4,700 INSTRUCTOR FEES (240) - - - - TRI-SPORTS 80,000 80,000 80,000 80,000 80,000 COMMUNITY RELATIONS 2,708 2,498 3,000 3,000 3,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 275,659 218,100 61,400 61,400 23,200 OPERATING 392,307 338,708 202,100 194,800 163,800 FURNITURE & EQUIP <$5000 11,322 - - - - CAPITAL 11,322 - - - - PARKS AND RECREATION ADMINISTRATION DIVISION TOTAL 718,219$ 676,428$ 534,775$ 537,500$ 502,050$ Parks and Recreation Administration PARKS AND RECREATION DEPARTMENT Page 62 of 125Page 62 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 102,450 $ 105,708 $ 108,035 $ 105,000 $ 114,115 PART-TIME WAGES 25,625 24,680 25,500 25,500 26,000 OVERTIME 1,351 1,223 1,400 1,100 1,000 LONGEVITY 545 570 700 700 900 HEALTH & DENTAL 12,236 14,970 13,700 13,700 15,100 TMRS 16,271 11,166 11,454 11,300 11,600 FICA 9,822 9,842 10,376 9,500 10,600 WORKERS COMPENSATION 802 673 900 700 900 OTHER BENEFITS 1,263 5,234 6,100 6,100 1,300 PERSONNEL 170,363 174,066 178,165 173,600 181,515 OFFICE SUPPLIES 1,325 1,088 1,200 1,200 1,200 OPERATING SUPPLIES 2,566 4,152 9,031 3,600 5,500 FUEL - 7,842 8,000 3,600 3,800 VEHICLE MAINTENANCE - - - - 1,400 COMMUNICATION 4,949 6,443 6,292 6,300 6,300 EQUIPMENT LEASE/RENTAL 687 785 1,200 1,200 1,200 PROFESSIONAL DUES 152 349 300 300 300 TRAVEL & TRAINING 582 1,904 1,905 1,900 1,900 INSTRUCTOR FEES 18,660 25,448 25,680 25,000 26,300 COMMUNITY RELATIONS 11,150 13,189 13,000 13,000 13,000 BOARDS AND COMMITTEES 3,385 4,058 4,000 4,000 4,000 TRANSFER TO VEHICLE REPLACEMENT FUND 7,559 7,560 8,000 8,000 9,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - - - 31,600 OPERATING 51,015 72,818 78,608 68,100 105,500 SENIOR SERVICES DIVISION TOTAL 221,379$ 246,884$ 256,773$ 241,700$ 287,015$ Senior Services Division Line Item Budget PARKS AND RECREATION DEPARTMENT Page 63 of 125Page 63 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 180,059 $ 174,571 $ 192,420 $ 191,000 $ 204,045 PART-TIME WAGES 171,934 162,705 209,400 209,000 211,000 ON CALL 1,193 1,530 1,560 1,600 1,700 OVERTIME 2,328 4,045 6,400 6,400 6,600 LONGEVITY 748 850 1,000 1,000 1,300 HEALTH & DENTAL 31,413 25,834 31,000 30,000 35,100 TMRS 29,455 19,068 20,781 21,100 21,600 FICA 27,391 26,057 31,305 31,300 31,800 WORKERS COMPENSATION 2,054 1,357 6,800 3,100 6,400 ALLOWANCES 4,548 4,077 4,100 4,100 4,100 OTHER BENEFITS 2,428 10,262 11,700 11,700 2,500 PERSONNEL 453,550 430,356 516,466 510,300 526,145 OFFICE SUPPLIES 1,894 2,708 4,800 4,800 4,800 OPERATING SUPPLIES 38,629 48,218 57,015 57,000 59,900 TREATMENT CHEMICALS 10,331 12,173 12,460 12,400 12,900 EQUIPMENT MAINTENANCE 4,200 15,508 14,700 14,700 32,700 SWIMMING POOL MAINTENANCE 9,354 35,584 20,066 20,000 27,900 COMMUNICATION 1,361 1,435 2,000 2,000 2,200 ELECTRIC SERVICE - - 150,000 130,000 150,000 EQUIPMENT LEASE/RENTAL 5,045 6,634 6,963 7,000 7,100 PROFESSIONAL DUES 1,003 990 1,095 1,100 1,300 TRAVEL & TRAINING 4,598 4,919 6,560 6,600 9,000 INSTRUCTOR FEES 243,617 287,647 259,970 297,000 308,800 TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - 202,400 202,400 99,400 CONTINGENCY - - 5,320 - - OPERATING 320,031 415,815 743,349 755,000 716,000 RECREATION CENTER DIVISION TOTAL 773,581$ 846,171$ 1,259,815$ 1,265,300$ 1,242,145$ Recreation Center Division Line Item PARKS AND RECREATION DEPARTMENT Page 64 of 125Page 64 of 125 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 66,347 $ 67,873 $ 74,606 $ 79,000 $ 92,315 PART-TIME WAGES - 5,382 5,800 5,800 30,100 ON CALL 90 1,455 1,750 1,800 1,800 OVERTIME 2,097 2,286 2,300 2,300 2,300 LONGEVITY 448 345 500 500 700 HEALTH & DENTAL 11,326 19,229 19,600 21,100 21,600 TMRS 10,766 7,489 8,050 7,700 7,900 FICA 4,865 5,662 6,365 6,300 6,300 WORKERS COMPENSATION 1,037 1,229 1,700 2,300 1,600 ALLOWANCES - 128 - 1,200 2,100 OTHER BENEFITS 1,070 5,077 5,700 5,700 1,200 PERSONNEL 98,047 116,156 126,371 133,700 167,915 OFFICE SUPPLIES 110 195 300 300 300 OPERATING SUPPLIES 2,121 3,496 2,500 2,500 2,500 FUEL - - - 3,600 3,800 EQUIPMENT MAINTENANCE 449 633 1,000 1,000 800 VEHICLE MAINTENANCE - - - - 1,200 BUILDING & GROUNDS MAINTENANCE 31,909 159,229 127,700 127,700 129,800 COMMUNICATION - 7 - 100 - ELECTRIC SERVICE - - 30,000 25,000 30,000 TRAVEL & TRAINING 958 2,135 3,580 3,500 3,600 OTHER CONTRACTED SERVICES 71,911 77,898 90,090 90,100 189,400 TRANSFER TO VEHICLE REPLACEMENT FUND 6,253 6,252 7,000 7,000 8,500 TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - - - 12,900 OPERATING 113,711 249,844 262,170 260,800 382,800 PARKS MAINTENANCE DIVISION TOTAL 211,757$ 366,001$ 388,541$ 394,500$ 550,715$ Parks Maintenance Division Line Item PARKS AND RECREATION DEPARTMENT Page 65 of 125Page 65 of 125 Colonial Park Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 PART-TIME WAGES $ 120,703 $ 129,805 $ 160,400 $ 160,600 $ 170,000 OVERTIME 104 - - - - LONGEVITY 120 - - - - FICA 9,090 9,930 12,271 12,300 13,100 WORKERS COMPENSATION 1,594 1,658 3,300 3,300 3,300 OTHER BENEFITS 56 - - - - PERSONNEL 131,666 141,394 175,971 176,200 186,400 OFFICE SUPPLIES 481 435 1,500 1,500 1,500 OPERATING SUPPLIES 10,477 13,310 10,960 11,000 11,300 TREATMENT CHEMICALS 16,075 12,644 14,900 14,900 15,400 EQUIPMENT MAINTENANCE 3,450 3,838 7,000 7,000 3,000 SWIMMING POOL MAINTENANCE 18,640 54,226 57,101 57,000 90,000 COMMUNICATION 88 341 500 500 1,500 ELECTRIC SERVICE - - 40,000 40,000 40,000 EQUIPMENT LEASE/RENTAL 685 685 1,300 1,300 1,000 TRAVEL & TRAINING 116 - - - - INSTRUCTOR FEES 7,132 - - - - TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - 104,200 104,200 57,900 CONTINGENCY - - 20,669 - - OPERATING 57,143 85,478 258,130 237,400 221,600 COLONIAL PARK DIVISION TOTAL 188,809$ 226,872$ 434,101$ 413,600$ 408,000$ PARKS AND RECREATION DEPARTMENT Page 66 of 125Page 66 of 125 Transfers Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 TRANSFER FROM WATER & SEWER FUND $ 725,000 $ 1,250,004 $ 1,250,000 $ 1,250,000 $ 725,000 TRANSFER FROM SOLID WASTE FUND 280,000 309,996 310,000 310,000 310,000 TRANSFERS IN 1,005,000$ 1,560,000$ 1,560,000$ 1,560,000$ 1,035,000$ TRANSFER TO CAPITAL RESERVE FUND $ 64,600 $ 243,679 $ 200,000 $ 200,004 $ 200,000 TRANSFER TO EQUIPMENT REPLACEMENT FUND - 60,000 85,000 85,000 - TRANSFERS OUT 64,600$ 303,679$ 285,000$ 285,004$ 200,000$ GENERAL FUND Page 67 of 125Page 67 of 125 THE DEBT SERVICE FUND 2014 The Debt Service Fund is established by ordinances authorizing the issuance of general obligation bonds. These same ordinances call for levying an ad valorem (property) tax to provide the funds to pay the principal and interest due on the City’s general obligation bonds and certificates of obligation. In simpler terms, the Fund accounts for the repayment of borrowed money and the payment of interest that lenders charge the City to borrow. The City of West University Place uses debt financing to fund large capital investments. Streets, drainage, water and wastewater systems are all constructed with borrowed funds. The Debt Service Fund does not finance all of the City’s bonded debt service. The Water and Sewer Fund also provides funds to repay debt. Funding the 2014 debt service payments requires an ad valorem tax rate of $.17769 per $100 of assessed value in tax year 2013, a decrease of 2.91% or $0.00517 per $100. In 2014, the Debt Service Fund will pay $8,110,000 of debt service and fiscal agent fees, a decrease of $177,600 from 2013. This slight decrease is due to the refinancing of certain maturities of the existing tax supported debt. In September 2010, City Council authorized the refunding of a portion of the outstanding debt obligations of the City, namely the Waterworks and Sewer System Revenue Bonds, Series 2001A, Waterworks and Sewer System Revenue Bonds, Series 2001B, and the Permanent Improvement and Refunding Bonds, Series 2002. In November 2011, the City Council authorized the refunding of a portion of the outstanding debt obligations of the City, specifically another portion of the Permanent Improvement and Refunding Bonds, Series 2002. The debt was refunded as general obligation debt to take advantage of better interest rates than revenue bond debt were experiencing. The debt service on the 2010 Refunding Bonds that is directly associated with the revenue bonds is funded by a transfer from the Water and Sewer Fund. On April 9, 2013, the City issued $16,360,000 of permanent improvement refunding bonds, series 2013 for the purpose of partially refunding the permanent improvement refunding bonds, series 2005. This resulted in a savings over the life of the bonds of approximately 1.26 million. The City Charter limits the City’s bonded debt to no more than 5% of the assessed property values. Since the projected assessed value for the City for tax year 2013 is $4.34 billion, the current debt limit under this provision is $216.8 million. As of December 31, 2013, the City will owe a total of $74.175 million to bondholders for all existing outstanding principal. Of this total, the Debt Service Fund, using property taxes, will provide $65.08 million. The funding for the remaining debt is generated from user fees in the Water and Sewer Fund. The most recent Standard and Poor’s Investor Services bond ratings for West University Place’s General Obligation Bonds were that agency’s highest rating, AAA. Relative stability in assessed values, the political stability of the community, and the underlying strength in the Houston Area economy have kept the City’s credit ratings high despite its significant debt load. FUTURE ACTIVITY Annual debt service on the current outstanding bonds will reach a maximum of $8.5 million in 2020 when the outstanding bonds issued prior to 2009 will be retired. During the recent period of historically low interest rates, the City refunded all bonds that were available for refunding, significantly reducing interest that the City had to pay. With most outstanding bonds at interest rates close to the current market, future refundings will be rare. Page 68 of 125Page 68 of 125 THE DEBT SERVICE FUND 2014 DEBT SERVICE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: CURRENT YEAR PROPERTY TAXES 7,299,137$ 7,655,778$ 7,702,200$ 7,660,000$ 7,699,000$ PRIOR YEAR PROPERTY TAXES 21,168 14,531 15,000 9,400 9,400 PENALTY AND INTEREST 36,351 35,128 31,000 25,600 25,000 EARNINGS ON INVESTMENTS 3,944 2,062 1,000 1,500 1,000 TRANSFER FROM WATER & SEWER FUND 202,383 301,848 383,100 383,100 378,500 TOTAL REVENUES 7,562,983 8,009,347 8,132,300 8,079,600 8,112,900 EXPENDITURES: BOND PRINCIPAL 4,671,167 5,305,000 5,605,000 5,605,000 6,190,000 INTEREST ON BONDS 3,425,956 2,849,617 2,672,600 2,324,851 1,900,000 FISCAL AGENT FEES 11,800 15,900 10,000 20,400 20,000 ISSUANCE COSTS - - - 167,400 - TOTAL EXPENDITURES 8,108,923 8,170,517 8,287,600 8,117,651 8,110,000 NET REVENUES (545,940) (161,170) (155,300) (38,051) 2,900 BEGINNING BALANCE 992,034 446,094 314,322 284,924 246,873 ENDING BALANCE 446,094$ 284,924$ 159,022$ 246,873$ 249,773$ Page 69 of 125Page 69 of 125 THE DEBT SERVICE FUND 2014 Principal Principal Amount Outstanding Outstanding Series Obligation of Issue January 1, 2014 Principal Interest Total December 31, 2014 2001 Certificates of Obligation 3,325,000$ 2,170,000$ 500,000$ 84,480$ 584,480$ 1,670,000$ 2005 Permanent Improvement Refunding 25,075,000 5,045,000 2,510,000 198,975 2,708,975 2,535,000 2009 Permanent Improvement & Refunding 11,740,000 10,130,000 515,000 390,238 905,238 9,615,000 2009 Certificates of Obligation 1,295,000 1,200,000 45,000 47,144 92,144 1,155,000 2010 Permanent Improvement 5,000,000 4,985,000 75,000 181,850 256,850 4,910,000 2010 Certificates of Obligation 6,900,000 6,820,000 100,000 250,063 350,063 6,720,000 2010A Certificates of Obligation 1,660,000 1,435,000 80,000 47,200 127,200 1,355,000 2010 Permanent Improvement Refunding 11,145,000 8,860,000 960,000 252,350 1,212,350 7,900,000 2011 Certificates of Obligation 910,000 870,000 20,000 19,025 39,025 850,000 2011 Permanent Improvement Refunding 4,790,000 3,335,000 600,000 72,850 672,850 2,735,000 2012 Permanent Improvement Refunding 8,555,000 8,505,000 360,000 166,500 526,500 8,145,000 2013 Permanent Improvement Refunding 16,360,000 16,360,000 425,000 181,270 606,270 15,935,000 69,715,000$ 6,190,000$ 1,891,944$ 8,081,944$ 63,525,000$ CITY OF WEST UNIVERSITY PLACE GENERAL LONG TERM DEBT SCHEDULE OF FISCAL YEAR 2014 REQUIREMENTS Principal & Interest Requirements for 2014 Page 70 of 125Page 70 of 125 THE DEBT SERVICE FUND 2014 Page 71 of 125Page 71 of 125 WATER AND SEWER FUND 2014 The Water and Sewer Fund is an enterprise fund and, as business enterprises in the private sector, is meant to be self-supporting. The Water and Sewer Fund accounts for the revenue, expenditures and transfers associated with the operation of the water and wastewater systems. User fees finance the systems and their services. The Water and Sewer Fund (W&S Fund) budget is similar to the General Fund budget in that it is prepared using the modified accrual basis of accounting. Revenues are recognized when they are earned, because they are considered measurable and available to finance current operations. Expenditures are recognized when they are incurred. Debt service is recognized when paid. In terms of revenue, the W&S Fund produces less than half the revenues generated in the General Fund. In spite of its smaller revenue base, the W&S Fund’s impact in the community may well exceed the impact of the General Fund. Often the initial operation of a City is its water utility and, in many cases, the reason for incorporating a City is the need for clean, safe drinking water and the sanitary disposal of wastewater. Water and sewer systems are capital-intensive and expensive to construct. Operating costs are insignificant when compared to expenditures made to acquire and repair other capital assets. In order for the W&S Fund to be self-supporting, the water and sewer service fees must reflect both the cost of operations and the cost of capital, or else the system will deteriorate. Typically, the cost of capital is reflected in the water and sewer rates by charging a rate sufficient to cover the operating costs plus the debt service costs associated with major capital maintenance. FUND FINANCIAL ACTIVITY: 2012 Financial Activity: W&S Fund gross revenues are expected to be $6.88 million, slightly above the budget of $6.37 million, due to the drought conditions of 2011 continuing into early 2012. The City of Houston has not recently indicated that they will be increasing our surface water contract rates; therefore, no water or sewer rate increases are included in this budget. If a rate increase is announced after this budget adoption, we will adjust the rates at which we bill our customers to cover any impact a rate increase from the City of Houston may have on our cost of operations. Operating expenditures in 2012 are expected to be approximately $4.27 million, which is slightly below 2012 budget appropriations of $4.38 million. Debt service, administrative cost and a transfer to the Capital Project Fund adds $3.2 million more to total expenditures. Altogether, W&S Fund 2012 expenditures are expected to total approximately $7.5 million. The 2013 Budget. The 2013 Budget anticipates total Water and Sewer Utility Fund revenues of approximately $6.9 million. System operations, including the newly created Utility Billing division, are appropriated at $8,851,392, including $1,250,000 transferred to the General Fund to reimburse for costs it incurs Page 72 of 125Page 72 of 125 WATER AND SEWER FUND 2014 on behalf of the W&S Fund and a $1,900,000 transfer to the Water & Sewer Capital Projects Fund to cash fund necessary capital projects. The Utility Billing division was created to account for costs directly associated with the W&S Fund operations. W&S related costs previously accounted for in the General Fund and funding for a new customer service staff position were moved to this division. Debt Service for 2013 is $1,230,185 (principal, interest and fiscal agent fees) on outstanding revenue bonds. Portions of the 2001-A and 2001-B Revenue Bonds were refunded in September 2010, effectively lowering the annual debt service requirements for the W&S Fund. The total debt service for the remaining bonds will steadily decrease from a high of $1.04 million in 2011 to $0.4 million until the final payment on February 1, 2022. For the Future. The Water and Sewer Utility Fund is the most difficult of all of the City’s funds to predict. Water usage can vary dramatically with the weather. All projections and budgets are based on averages and likely to differ considerably from actual results. Most costs also vary as revenues fluctuate, but are generally expected to increase about 4% a year for the next five years. While much of the system’s delivery and collection infrastructure is new, some key components are aging dramatically: Lift stations, elevated towers and water wells all will need major overhauls in the foreseeable future. Anticipated rate increases from the City of Houston will require additional rate increases to keep pace with the City of Houston’s rate increase for treated water. Future rate increases may be required to fund capital projects that were not considered part of the City’s previous infrastructure replacement program. Page 73 of 125Page 73 of 125 WATER AND SEWER FUND 2014 WATER AND SEWER UTILITY FUND STATEMENT OF REVENUES AND EXPENDTURES Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REVENUES: WATER SERVICE 5,959,000$ 5,036,973$ 4,500,000$ 5,133,000$ 5,084,990$ SEWER SERVICE 2,852,054 2,365,792 2,210,000 2,398,100 2,382,000 PENALTIES 80,385 85,013 77,620 75,000 75,000 CONNECTION FEE 47,305 64,251 55,320 58,000 58,000 EARNINGS ON 4,352 5,240 4,300 4,300 4,300 MISCELLANEOUS 47,712 20,675 34,100 6,230 6,000 TRANSFER FROM WATER & SEWER CAPITAL PROJECTS 350,764 831,956 - - - TOTAL REVENUE 9,341,571 8,409,899 6,881,340 7,674,630 7,610,290 EXPENDITURES BY DEPARTMENT: DEBT SERVICE 1,138,324 1,087,159 1,230,185 1,230,185 1,229,185 FINANCE 208,843 247,183 264,400 254,700 232,030 PUBLIC WORKS 4,466,603 4,001,719 4,206,807 4,033,300 4,193,695 TRANSFER TO GENERAL 725,000 1,250,004 1,250,000 1,250,000 1,250,000 TRANSFER TO 2010 CERTIFICATES OF 9,840 - - - - TRANSFER TO WATER & SEWER CAPITAL PROJECTS 950,000 699,996 1,900,000 1,900,000 1,900,000 TOTAL EXPENDITURES 7,498,609 7,286,061 8,851,392 8,668,185 8,804,910 NET REVENUES (EXPENDITURES 1,842,962 1,123,838 (1,970,052) (993,555) (1,194,620) BEGINNING FUND BALANCE 182,571 2,025,533 2,758,364 3,149,371 2,155,816 ENDING FUND BALANCE 2,025,533$ 3,149,371$ 788,312$ 2,155,816$ 961,196$ Page 74 of 125Page 74 of 125 WATER AND SEWER FUND 2014 WATER AND SEWER UTILITY FUND STATEMENT OF REVENUES AND EXPENDTURES Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REVENUES: WATER SERVICE 5,959,000 5,036,973 4,500,000 5,133,000 5,084,990 SEWER SERVICE 2,852,054 2,365,792 2,210,000 2,398,100 2,382,000 PENALTIES 80,385 85,013 77,620 75,000 75,000 CONNECTION FEE 47,305 64,251 55,320 58,000 58,000 EARNINGS ON INVESTMENTS 4,352 5,240 4,300 4,300 4,300 MISCELLANEOUS 47,712 20,675 34,100 6,230 6,000 TRANSFER FROM WATER & SEWER CAPITAL PROJECTS 350,764 831,956 - - - TOTAL REVENUE 9,341,571 8,409,899 6,881,340 7,674,630 7,610,290 EXPENDITURES: REGULAR WAGES 591,323 648,914 670,229 659,000 713,655 ON CALL 11,489 12,652 13,100 14,400 14,400 OVERTIME 79,495 87,619 80,000 95,000 80,000 LONGEVITY 6,070 7,365 8,400 8,400 9,200 HEALTH & DENTAL 126,669 131,503 118,300 121,400 137,500 TMRS 108,566 79,188 78,948 77,900 81,000 FICA 50,560 55,796 58,080 58,300 59,600 WORKERS COMPENSATION 7,480 9,795 11,700 11,600 11,400 ALLOWANCES 2,040 5,695 4,500 4,500 4,500 OTHER BENEFITS 7,739 36,304 40,800 40,800 8,700 EMPLOYEE RELATIONS 150 977 1,700 1,700 1,700 OFFICE SUPPLIES 3,532 2,100 2,200 2,000 2,000 OPERATING SUPPLIES 33,951 35,493 27,500 29,000 27,500 FUEL 253 20,909 20,000 18,000 18,600 TREATMENT CHEMICALS 53,099 44,251 55,000 55,000 75,220 EQUIPMENT MAINTENANCE 35,036 48,753 57,700 55,600 13,700 VEHICLE MAINTENANCE 16,605 24,253 22,200 22,200 22,600 BUILDING & GROUNDS 25,181 157,151 87,000 87,000 96,000 WATER SYSTEM 135,647 152,233 104,000 104,000 111,000 SEWER SYSTEM 116,621 152,306 107,000 135,000 141,000 COMMUNICATION 47,369 51,431 53,400 57,100 54,000 ELECTRIC SERVICE 673,185 404,231 665,000 480,000 530,000 SURFACE WATER 1,837,421 1,456,937 1,522,000 1,522,000 1,583,000 NATURAL GAS SERVICE 371 397 500 500 500 Page 75 of 125Page 75 of 125 WATER AND SEWER FUND 2014 WATER AND SEWER UTILITY FUND STATEMENT OF REVENUES AND EXPENDTURES Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 EQUIPMENT LEASE/RENTAL 471 2,892 4,800 4,800 5,600 PROFESSIONAL DUES 1,689 80 1,200 1,800 1,800 PUBLICATIONS - - - 100 - TRAVEL & TRAINING 15,370 21,018 24,700 31,000 25,550 SLUDGE REMOVAL 90,368 57,826 65,000 65,000 62,000 OTHER CONTRACTED 314,671 286,616 291,150 252,500 269,500 COMMUNITY RELATIONS 11,811 6,032 13,000 8,000 13,000 FURNITURE & EQUIP <$5000 36,146 739 - 2,300 3,000 OTHER EQUIPMENT 44,000 55,112 60,000 60,000 76,000 BOND PRINCIPAL 785,000 720,004 875,000 875,000 675,000 INTEREST ON BONDS 109,443 56,943 351,685 351,685 172,185 FISCAL AGENT FEES 4,750 1,000 3,500 3,500 3,500 ISSUANCE COSTS 36,748 7,363 - - - TRANSFER TO DEBT SERVICE 202,383 301,848 - - 378,500 TRANSFER TO GENERAL 725,000 1,250,004 1,250,000 1,250,000 1,250,000 TRANSFER TO 2010 CERTIFICATES OF 9,840 - - - - TRANSFER TO WATER & SEWER CAPITAL PROJECTS 950,000 699,996 1,900,000 1,900,000 1,900,000 TRANSFER TO VEHICLE REPLACEMENT FUND 70,831 70,836 74,000 74,000 80,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 120,238 121,500 128,100 128,100 92,500 TOTAL EXPENDITURES 7,498,609 7,286,061 8,851,392 8,668,185 8,804,910 NET REVENUES (EXPENDITURES 1,842,962 1,123,838 (1,970,052) (993,555) (1,194,620) BEGINNING FUND BALANCE 182,571 2,025,533 4,682,526 3,149,371 2,155,816 ENDING FUND BALANCE 2,025,533 3,149,371 2,712,474 2,155,816 961,196 Page 76 of 125Page 76 of 125 WATER AND SEWER FUND 2014 Principal Principal Amount Outstanding Outstanding Series Obligation of Issue January 1, 2014 Principal Interest Total December 31, 2014 2005 Revenue Refunding Bonds 28,140,000 4,460,000 675,000 172,185 847,185 3,785,000 4,460,000$ 675,000$ 172,185$ 847,185$ 3,785,000$ 2010 Perm Improv Refunding Bonds (W&S Portion)*4,635,000 230,000 148,500 378,500 4,405,000 9,095,000$ 905,000$ 320,685$ 1,225,685$ 8,190,000$ * Portion of debt is transferred to General Debt Service Fund CITY OF WEST UNIVERSITY PLACE WATER & SEWER DEBT SERVICE SCHEDULE OF FISCAL YEAR 2014 REQUIREMENTS Principal & Interest Requirements for 2014 Page 77 of 125Page 77 of 125 WATER AND SEWER FUND 2014 Page 78 of 125Page 78 of 125 WATER AND SEWER FUND 2014 FINANCE DEPARTMENT (W&S FUND) The Finance Department responsibilities include billing and collection of West University Place’s water, sewer, solid waste, Direct Link and other miscellaneous charges included on the customer’s utility bill. FINANCE DEPARTMENT MISSION (W&S FUND) To provide timely and accurate billing to citizens in accordance with the City’s Code of Ordinances. FINANCE DEPARTMENT DIVISION (W&S FUND) Utility Billing – Bills and collections fees associated with the City’s water and sewer systems, solid waste and Direct Link. (2014 Budget $232,030) FINANCE DEPARTMENT (W&S FUND) 2014 GOALS ∗ Continue utility customer service training for all Finance staff members. ∗ Review and update, as necessary, all utility billing financial processes. ∗ Implementation of Citizen Access portion of Innoprise software package to give customers direct access to their utility account transactions. ∗ Review Utility Confidentiality process to ensure West U is compliant with customer privacy requirements. FINANCE DEPARTMENT (W&S FUND) BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 2 (2013 authorized full-time employees – 2) ∗ Total budget - $232,030 (2013 total budget - $264,400) Page 79 of 125Page 79 of 125 WATER AND SEWER FUND 2014 Page 80 of 125Page 80 of 125 WATER AND SEWER FUND 2014 Page 81 of 125Page 81 of 125 WATER AND SEWER FUND 2014 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Utility Billing & Customer Service Personnel 117,013$ 139,438$ 142,200$ 142,900$ 146,430$ Operating charges 89,585 107,006 122,200 109,500 82,600 Capital 2,244 739 - 2,300 3,000 Transfers Out 9,840 - - - - Total 218,683 247,183 264,400 254,700 232,030 Total Department 218,683$ 247,183$ 264,400$ 254,700$ 232,030$ Finance Department Staffing Schedule (W&S Fund) 2013 2014 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Finance - Utility Billing Sr. Customer Service Representative 207 1 1 43,286 60,601 Accounting Specialist 204 1 1 34,053 47,673 Total Finance (W&S Fund)2 2 FINANCE DEPARTMENT SALARY RANGE Page 82 of 125Page 82 of 125 WATER AND SEWER FUND 2014 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 79,960 $ 91,176 $ 94,500 $ 94,000 $ 100,430 ON CALL - - - 1,300 1,300 OVERTIME 4,226 11,684 10,000 10,000 10,000 LONGEVITY - 525 700 700 800 HEALTH & DENTAL 10,873 12,047 11,200 12,000 12,300 TMRS 14,026 10,741 11,000 10,300 11,200 FICA 6,510 7,851 8,100 8,000 8,300 WORKERS COMPENSATION 134 176 300 200 300 OTHER BENEFITS 1,133 5,199 5,900 5,900 1,300 EMPLOYEE RELATIONS 150 39 500 500 500 PERSONNEL 117,013 139,438 142,200 142,900 146,430 OFFICE SUPPLIES 754 842 1,000 1,000 1,000 EQUIPMENT MAINTENANCE - - - 2,000 - COMMUNICATION 42,590 47,941 45,600 45,600 45,600 EQUIPMENT LEASE/RENTAL - 2,187 4,000 4,000 4,000 PUBLICATIONS - - - 100 - TRAVEL & TRAINING - - - 6,300 2,000 OTHER CONTRACTED 46,240 56,037 71,600 50,500 30,000 OPERATIONS 89,585 107,006 122,200 109,500 82,600 FURNITURE & EQUIP <$5000 2,244 739 - 2,300 3,000 CAPITAL 2,244 739 - 2,300 3,000 TRANSFER TO 2010 CERTIFICATES OF 9,840 - - - - TRANSFERS OUT 9,840 - - - - FINANCE DIVISION TOTAL 218,683$ 247,183$ 264,400$ 254,700$ 232,030$ Finance Division Line Item Budget Page 83 of 125Page 83 of 125 WATER AND SEWER FUND 2014 PUBLIC WORKS DEPARTMENT (W&S FUND) The Public Works Department responsibilities include operating West University Place’s water and sewer systems. PUBLIC WORKS DEPARTMENT MISSION (W&S FUND) To meet the City’s demand for potable water and to dispose of wastewater in compliance with state and federal regulations and environmental considerations. PUBLIC WORKS DEPARTMENT DIVISION (W&S FUND) Operations – Operates and maintains the City’s water and sewer systems. (2014 Budget - $4,177,395) PUBLIC WORKS DEPARTMENT (W&S FUND) 2014 GOALS ∗ Consistent with our review of the comprehensive maintenance program for water and wastewater system equipment, we continue to monitor programs and implement modifications to provide an enhanced program. ∗ Continue to assess the aging mechanical components of the water and wastewater systems and modify our capital projects to replace and or upgrade any deficiencies on an annual basis. ∗ Continue our program to replace iron water mains built before 1939. The operations department will perform the work with contractors providing specialized services that require expertise or equipment not available in-house. During the 2014 budget we plan to complete the replacement of 900 feet of 8 inch water main in the 5800, 5900 and 6200 blocks of Wakeforest. Equipment maintenance cost early in the year precluded the replacement of water mains during the 2013 fiscal year. These will be replaced early in 2014. ∗ Continue program to remove sealant and clean construction joints. Install new joint sealant and crack sealant where needed on the older streets not replaced during the previous major infrastructure projects. ∗ Complete program to replace all of the City’s 6,200 water meters with radio read meters connected to a wireless network allowing for the meters to be read and monitored from the billing office. ∗ Complete replacement of the two Wastewater Treatment Plant Lift Pumps. These are referred to as screw pumps due to the internal design of the mechanism being an Archimedes screw. ∗ Begin a project to replace the exterior and interior coatings on the Ground Storage Tanks at the Milton Street Pump Station. Page 84 of 125Page 84 of 125 WATER AND SEWER FUND 2014 PUBLIC WORKS DEPARTMENT (W&S FUND) BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 12 (2013 authorized full-time employees – 12) ∗ Total operations budget - $4,177,395 (2013 total budget - $4,206,807) ∗ Purchase of surface water from the City of Houston - $1,583,000 (2013 Budget - $1,522,000) Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 W&S Fund Operations Personnel 874,567$ 936,369$ 943,557$ 950,100$ 975,225$ Operating charges 3,514,134 3,010,238 3,203,250 3,023,200 3,142,470 Capital 77,902 55,112 60,000 60,000 76,000 Total 4,466,603 4,001,719 4,206,807 4,033,300 4,193,695 Total Department 4,466,603$ 4,001,719$ 4,206,807$ 4,033,300$ 4,193,695$ Public Works Department Staffing Schedule (W&S Fund) 2013 2014 Position Grade Budget Budget Minimum Maximum Public Works - Operations Operations Superintendent 112 1 1 62,460 87,444 Contract Administrator 110 1 1 47,229 66,120 Field Services Supervisor 207 1 1 43,286 60,601 Plant Supervisor 207 1 1 43,286 60,601 Maintenance Worker II 203 1 1 31,825 44,555 Driver/Equipment Operator 203 1 1 31,825 44,555 Crew Leader 205 3 3 36,436 51,011 Plant Operator 204 3 3 34,053 47,673 Total Public Works (W&S Fund)12 12 PUBLIC WORKS DEPARTMENT Salary Range Page 85 of 125Page 85 of 125 WATER AND SEWER FUND 2014 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES $ 511,363 $ 557,738 $ 575,729 $ 565,000 $ 613,225 ON CALL 11,489 12,652 13,100 13,100 13,100 OVERTIME 75,269 75,936 70,000 85,000 70,000 LONGEVITY 6,070 6,840 7,700 7,700 8,400 HEALTH & DENTAL 115,796 119,456 107,100 109,400 125,200 TMRS 94,539 68,446 67,948 67,600 69,800 FICA 44,049 47,945 49,980 50,300 51,300 WORKERS COMPENSATION 7,346 9,619 11,400 11,400 11,100 ALLOWANCES 2,040 5,695 4,500 4,500 4,500 OTHER BENEFITS 6,606 31,105 34,900 34,900 7,400 EMPLOYEE RELATIONS - 938 1,200 1,200 1,200 PERSONNEL 874,567 936,369 943,557 950,100 975,225 OFFICE SUPPLIES 2,777 1,258 1,200 1,000 1,000 OPERATING SUPPLIES 33,951 35,493 27,500 29,000 27,500 FUEL 253 20,909 20,000 18,000 18,600 TREATMENT CHEMICALS 53,099 44,251 55,000 55,000 75,220 EQUIPMENT MAINTENANCE 35,036 48,753 57,700 53,600 13,700 VEHICLE MAINTENANCE 16,605 24,253 22,200 22,200 22,600 BUILDING & GROUNDS MAINTENANCE 25,181 157,151 87,000 87,000 96,000 WATER SYSTEM MAINTENANCE 135,647 152,233 104,000 104,000 111,000 SEWER SYSTEM MAINTENANCE 116,621 152,306 107,000 135,000 141,000 COMMUNICATION 4,778 3,490 7,800 11,500 8,400 ELECTRIC SERVICE 673,185 404,231 665,000 480,000 530,000 SURFACE WATER 1,837,421 1,456,937 1,522,000 1,522,000 1,583,000 NATURAL GAS SERVICE 371 397 500 500 500 EQUIPMENT LEASE/RENTAL 471 705 800 800 1,600 PROFESSIONAL DUES 1,689 80 1,200 1,800 1,800 TRAVEL & TRAINING 15,370 21,018 24,700 24,700 23,550 SLUDGE REMOVAL 90,368 57,826 65,000 65,000 62,000 Operations Division Line Item Budget Page 86 of 125Page 86 of 125 WATER AND SEWER FUND 2014 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Operations Division Line Item Budget OTHER CONTRACTED SERVICES 268,431 230,579 219,550 202,000 239,500 COMMUNITY RELATIONS 11,811 6,032 13,000 8,000 13,000 TRANSFER TO VEHICLE REPLACEMENT FUND 70,831 70,836 74,000 74,000 80,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 120,238 121,500 128,100 128,100 92,500 OPERATING 3,514,134 3,010,238 3,203,250 3,023,200 3,142,470 FURNITURE & EQUIP <$5000 33,902 - - - - OTHER EQUIPMENT 44,000 55,112 60,000 60,000 76,000 CAPITAL 77,902 55,112 60,000 60,000 76,000 OPERATIONS DIVISION TOTAL 4,466,603$ 4,001,719$ 4,206,807$ 4,033,300$ 4,193,695$ Page 87 of 125Page 87 of 125 SOLID WASTE FUND 2014 The Solid Waste Fund is an enterprise fund and, as business enterprises in the private sector, is meant to be self-supporting. The Solid Waste Fund accounts for the revenue, expenditures and transfers associated with the collection and recycling or disposal of solid waste. Financial Activity in 2013. For the year ending December 31, 2013, the Solid Waste Fund is expected to have revenue of about $1,312,900 for solid waste services. In addition to fees for solid waste collection, the Fund is expected to realize an additional $100,000 from the sale of recyclable materials. The demand for recyclable material fluctuates widely and typically supply rises very quickly to meet demands to drive the revenues down. For this reason, dependence on the sale of recyclable materials should not be relied upon to support operations. Due to the projected deficit for 2013, the Solid Waste Fund will receive an advance from the Capital Reserve Fund to be repaid in 2014. Additionally, the City Council approved a waiver of the 10% reserve requirement to be reviewed annually. The General Fund has sufficient reserves to support the Solid Waste Fund in a catastrophic event. The direct cost of providing solid waste services in 2013, excluding transfers, is expected to be $1,468,000. Direct costs include personnel, capital equipment, supplies and services directly related to the solid waste collection and disposal service. Of these, the largest single cost is the fee for disposal of solid waste. Disposal fees have been relatively stable since 1998 due to a combination of factors, including recycling and relatively modest increases in dumping fees. Administration, human resources, legal services, risk management, and finance and accounting are examples of indirect costs associated with providing solid waste services. The Solid Waste Fund reimbursed the General Fund $310,000 for these indirect costs, bringing estimated 2013 total costs of service to $1,778,000. The 2014 Budget. The direct cost of collecting and disposing of solid waste is expected to decrease $229,260 or 12.8%, from the prior year budget. The net decrease is primarily attributable to the closure of the recycling center. The two positions dedicated to the recycle center will be eliminated with the employees in those positions transitioned to two other open positions within the department. Curbside recycling pickup will remain as a service to the residents. The closure of the recycling center will help mitigate the need for a rate increase in 2014. The 2014 budget includes a 9.5% increase on all rates, increasing the Over-65 and disabled rates by $1.07, up to $12.27 per month and the regular rates by $2.10, up to $24.16 per month. This increase is necessary as a result of multiple years of decreased commodity prices and therefore revenue from the sales of recyclables. Excluding the effects of the closure of the recycling center, the expenditures for the remainder of the Solid Waste fund are relatively stable. Expenditures increased with the annualization of the cost of the 2013 salary increases on employee anniversary dates, and decreased in other operating line items such as fuel, solid waste disposal fees and the transfer to the Technology Management Fund. For the Future. The cost of collecting and disposing of solid waste is expected to increase each year due to higher fuel and personnel costs. Those increases as well as the fluctuating demand and price for recyclable materials could result in additional future fee increases. Further discussions of “green waste” collection will also include a rate increase component. Page 88 of 125Page 88 of 125 SOLID WASTE FUND 2014 PUBLIC WORKS DEPARTMENT (SOLID WASTE FUND) The Public Works Department responsibilities include collecting and recycling or disposing of solid waste in West University Place. PUBLIC WORKS DEPARTMENT MISSION (SOLID WASTE FUND) To provide a solid waste collection and disposal service that is effective, efficient and environmentally responsible. PUBLIC WORKS DEPARTMENT DIVISIONS (SOLID WASTE FUND) Curbside Solid Waste – Collects and disposes of solid waste. (2014 Budget - $1,277,130) Curbside Recycling – Collects and recycles recyclable waste. (2014 Budget - $290,280) Recycling Facility – Maintains and operates RecyclExpress facility (2014 Budget - $268,310) PUBLIC WORKS DEPARTMENT 2014 GOALS (SOLID WASTE FUND) ∗ Conduct daily evaluation of newly implemented route restructuring and communicate with residents on behavior modifications. ∗ Evaluate green waste collection in the City. ∗ Develop a more proactive education program with the Recycling and Solid Waste Reduction Board. ∗ Continue succession planning and employee development. PUBLIC WORKS DEPARTMENT BUDGET HIGHLIGHTS (SOLID WASTE FUND) ∗ Authorized full-time employees – 6 (2013 authorized full-time employees – 8) ∗ Total budget - $1,835,720 (2013 total budget - $1,793,600) ∗ Fees for disposal of solid waste - $246,000 (2013 budget - $252,000) ∗ Payment to the General Fund - $310,000 (2013 budget - $310,000) Page 89 of 125 SOLID WASTE FUND 2014 STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: SOLID WASTE COLLECTION 1,390,559$ 1,323,115$ 1,325,530$ 1,311,600$ 1,437,000$ SOLID WASTE SPECIAL COLLECTION 900 - - 1,300 1,100 SALE OF RECYCLABLES 395,769 188,421 310,000 100,000 30,000 EARNINGS ON INVESTMENTS 965 572 630 - - MISCELLANEOUS 409 544 - 2,500 540 TRANSFER FROM VEHICLE REPLACEMENT FUND - - - - 198,000 ADVANCE FROM CAPITAL RESERVE FUND - - - 125,000 (125,000) TOTAL REVENUE 1,788,602 1,512,651 1,636,160 1,540,400 1,541,640 EXPENDITURES BY DIVISION: CURBSIDE SOLID WASTE 858,747 929,332 999,900 972,600 967,130 RECYCLING FACILITY 205,181 220,974 226,500 198,900 18,900 CURBSIDE RECYCLING 258,154 277,678 257,200 296,500 268,310 TRANSFER TO GENERAL FUND 280,000 309,996 310,000 310,000 310,000 TOTAL EXPENDITURES 1,602,082 1,737,980 1,793,600 1,778,000 1,564,340 NET REVENUES (EXPENDITURES)186,520 (225,328) (157,440) (237,600) (22,700) BEGINNING FUND BALANCE 301,287 487,807 341,321 262,478 24,878 ENDING FUND BALANCE 487,807$ 262,478$ 183,881$ 24,878$ 2,178$ Page 90 of 125Page 90 of 125 SOLID WASTE FUND 2014 STATEMENT OF REVENUES AND EXPENDITURES BY OBJECT Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: SOLID WASTE COLLECTION 1,390,559 1,323,115 1,325,530 1,311,600 1,437,000 SOLID WASTE SPECIAL COLLECTION 900 - - 1,300 1,100 SALE OF RECYCLABLES 395,769 188,421 310,000 100,000 30,000 EARNINGS ON INVESTMENTS 965 572 630 - - MISCELLANEOUS 409 544 - 2,500 540 TRANSFER FROM VEHICLE REPLACEMENT FUND - - - - 198,000 ADVANCE FROM CAPITAL RESERVE FUND - - - 125,000 (125,000) TRANSFER FROM RECYCLING FUND - - - - - TOTAL REVENUE 1,788,602 1,512,651 1,636,160 1,540,400 1,541,640 EXPENDITURES: REGULAR WAGES 321,090 309,640 321,400 329,000 257,040 OVERTIME 20,854 20,500 18,500 17,100 8,700 LONGEVITY 5,356 2,975 3,500 3,500 3,400 HEALTH & DENTAL 72,439 77,645 72,800 72,000 49,000 TMRS 57,011 35,409 35,800 33,300 27,000 FICA 26,797 25,812 26,300 26,000 20,000 WORKERS COMPENSATION 11,132 11,521 12,500 12,600 8,700 OTHER BENEFITS 4,707 24,633 27,000 27,000 3,600 EMPLOYEE RELATIONS 2,962 1,287 1,900 1,400 1,700 OFFICE SUPPLIES 112 147 200 100 200 OPERATING SUPPLIES 9,223 9,909 21,800 18,000 16,100 FUEL - - 65,000 68,400 58,200 EQUIPMENT MAINTENANCE 25,552 24,153 21,400 21,400 2,100 VEHICLE MAINTENANCE 55,163 107,899 62,000 63,000 68,300 COMMUNICATION 627 - - - - ELECTRIC SERVICE 2,710 1,612 2,500 2,300 2,500 EQUIPMENT LEASE/RENTAL - 5,464 2,400 2,400 - PROFESSIONAL DUES 131 - 500 400 600 TRAVEL & TRAINING 644 587 2,500 1,000 4,100 SOLID WASTE DISPOSAL FEE 198,495 221,769 252,000 241,000 246,000 LANDFILL MAINTENANCE 30,494 23,611 10,500 9,000 10,000 OTHER CONTRACTED SERVICES 206,669 277,281 244,200 282,800 231,100 COMMUNITY RELATIONS 12,796 16,123 32,600 28,000 35,000 FURNITURE & EQUIP <$5000 1,160 1,404 - - - OTHER EQUIPMENT 27,805 5,960 19,000 19,000 15,000 CONSTRUCTION COSTS 10,207 13,149 4,000 4,000 - TRANSFER TO GENERAL FUND 280,000 309,996 310,000 310,000 310,000 TRANSFER TO VEHICLE REPLACEMENT FUND 139,592 139,596 153,000 115,000 143,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 78,353 69,900 70,300 70,300 43,000 TOTAL EXPENDITURES 1,602,082 1,737,980 1,793,600 1,778,000 1,564,340 NET REVENUES (EXPENDITURES)186,520 (225,328) (157,440) (237,600) (22,700) BEGINNING FUND BALANCE 301,287 487,807 341,321 262,478 24,878 ENDING FUND BALANCE 487,807$ 262,478$ 183,881$ 24,878$ 2,178$ Page 91 of 125Page 91 of 125 SOLID WASTE FUND 2014 Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 Curbside Solid Waste Personnel 301,067$ 294,106$ 331,100$ 294,200$ 316,730$ Operating charges 834,155 943,819 969,800 979,400 952,400 Capital 3,525 1,404 9,000 9,000 8,000 Total 1,138,746 1,239,328 1,309,900 1,282,600 1,277,130 Recycling Facility Personnel 114,114$ 118,591$ 125,300$ 130,800$ -$ Operating charges 71,911 89,233 97,200 64,100 18,900 Capital 19,156 13,149 4,000 4,000 - Total 205,181 220,974 226,500 198,900 18,900 Curbside Recycling Personnel 107,168$ 96,724$ 63,300$ 96,900$ 62,410$ Operating charges 134,495 174,994 183,900 189,600 198,900 Capital 16,491 5,960 10,000 10,000 7,000 Total 258,154 277,678 257,200 296,500 268,310 Total Department 1,602,082$ 1,737,980$ 1,793,600$ 1,778,000$ 1,564,340$ Public Works Department Staffing Schedule (Solid Waste Fund) 2013 2014 Position Grade Budget Budget Minimum Maximum Public Works Curbside Solid Waste Crew Chief 206 1 1 39,351 55,092 Crew Leader 205 1 1 36,436 51,011 Driver/Equipment Operator 203 3 3 31,825 44,555 Recycling Facility Driver/Equipment Operator 203 2 - 31,825 44,555 Curbside Recycling Driver/Equipment Operator 203 1 1 31,825 44,555 Total Public Works (SW Fund)8 6 PUBLIC WORKS SOLID WASTE Salary Range Page 92 of 125Page 92 of 125 SOLID WASTE FUND 2014 Curbside Solid Waste Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES 184,894$ 176,465$ 204,800$ 185,000$ 214,330$ OVERTIME 9,666 11,480 10,500 10,000 6,500 LONGEVITY 3,240 1,733 2,400 2,400 2,700 HEALTH & DENTAL 45,404 47,110 47,200 37,000 42,800 TMRS 31,496 20,483 22,600 18,700 22,400 FICA 14,878 14,381 16,700 15,000 16,600 WORKERS COMPENSATION 6,689 7,256 7,100 6,800 6,900 OTHER BENEFITS 2,750 14,115 18,300 18,300 3,000 EMPLOYEE RELATIONS 2,049 1,084 1,500 1,000 1,500 PERSONNEL 301,067 294,106 331,100 294,200 316,730 OFFICE SUPPLIES 10 147 200 100 200 OPERATING SUPPLIES 5,868 7,862 12,100 10,100 12,400 FUEL - - 65,000 48,000 49,500 EQUIPMENT MAINTENANCE 1,557 - 2,500 2,500 1,600 VEHICLE MAINTENANCE 35,593 77,521 32,000 35,000 42,800 ELECTRIC SERVICE 1,125 (182) - - - PROFESSIONAL DUES - - 500 400 600 TRAVEL & TRAINING 640 587 2,000 1,000 4,100 SOLID WASTE DISPOSAL FEE 198,459 221,769 252,000 241,000 246,000 LANDFILL MAINTENANCE 30,494 23,611 10,500 9,000 10,000 OTHER CONTRACTED SERVICES 138,636 169,181 124,600 164,000 155,600 COMMUNITY RELATIONS 1,969 1,975 13,100 13,000 15,500 UNALLOCATED CREDIT CARD CH - - - - - TRANSFER TO GENERAL FUND 280,000 309,996 310,000 310,000 310,000 TRANSFER TO VEHICLE REPLACEM 61,451 61,452 75,000 75,000 89,000 TRANSFER TO TECHNOLOGY MAN 78,353 69,900 70,300 70,300 15,100 OPERATING 834,155 943,819 969,800 979,400 952,400 FURNITURE & EQUIP <$5000 - 1,404 - - - OTHER EQUIPMENT 3,525 - 9,000 9,000 8,000 CAPITAL 3,525 1,404 9,000 9,000 8,000 GENERAL SERVICES DIVISION TOTAL 1,138,746$ 1,239,328$ 1,309,900$ 1,282,600$ 1,277,130$ PUBLIC WORKS DEPARTMENT Page 93 of 125Page 93 of 125 SOLID WASTE FUND 2014 Recycling Facility Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES 67,751$ 69,893$ 75,300$ 78,500$ -$ OVERTIME 6,869 5,646 5,300 5,000 - LONGEVITY 877 335 500 500 - HEALTH & DENTAL 13,761 18,939 20,000 23,500 - TMRS 14,041 7,751 8,500 8,000 - FICA 6,724 6,013 6,200 6,000 - WORKERS COMPENSATION 2,640 2,470 3,500 3,300 - OTHER BENEFITS 932 7,544 5,800 5,800 - EMPLOYEE RELATIONS 519 - 200 200 - PERSONNEL 114,114 118,591 125,300 130,800 - OPERATING SUPPLIES 2,575 1,857 6,100 5,000 - FUEL - - - 12,000 - EQUIPMENT MAINTENANCE 23,982 24,153 18,900 18,900 - VEHICLE MAINTENANCE 3,971 4,394 5,000 5,000 - ELECTRIC SERVICE 1,585 1,794 2,500 2,300 2,500 EQUIPMENT LEASE/RENTAL - 5,464 2,400 2,400 - TRAVEL & TRAINING - - 500 - - SOLID WASTE DISPOSAL FEE 35 - - - - OTHER CONTRACTED SERVICES 1,693 13,496 19,300 18,500 - COMMUNITY RELATIONS - - 4,500 - - TRANSFER TO VEHICLE REPLACEMENT FUND 38,070 38,076 38,000 - - TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - - - 16,400 OPERATING 71,911 89,233 97,200 64,100 18,900 FURNITURE & EQUIP <$5000 1,160 - - - - OTHER EQUIPMENT 7,790 - - - - CONSTRUCTION COSTS 10,207 13,149 4,000 4,000 - CAPITAL 19,156 13,149 4,000 4,000 - RECYCLING FACILITY DIVISION TOTAL 205,181$ 220,974$ 226,500$ 198,900$ 18,900$ PUBLIC WORKS DEPARTMENT Page 94 of 125Page 94 of 125 SOLID WASTE FUND 2014 Curbside Recycling Division Line Item Budget Actual Actual Budget Estimated Budget Account Description 2011 2012 2013 2013 2014 REGULAR WAGES 68,445$ 63,282$ 41,300$ 65,500$ 42,710$ OVERTIME 4,319 3,374 2,700 2,100 2,200 LONGEVITY 1,240 907 600 600 700 HEALTH & DENTAL 13,274 11,596 5,600 11,500 6,200 TMRS 11,474 7,175 4,700 6,600 4,600 FICA 5,194 5,419 3,400 5,000 3,400 WORKERS COMPENSATION 1,803 1,795 1,900 2,500 1,800 OTHER BENEFITS 1,025 2,974 2,900 2,900 600 EMPLOYEE RELATIONS 394 203 200 200 200 PERSONNEL 107,168 96,724 63,300 96,900 62,410 OFFICE SUPPLIES 102 - - - - OPERATING SUPPLIES 781 190 3,600 2,900 3,700 FUEL - - - 8,400 8,700 EQUIPMENT MAINTENANCE 13 - - - 500 VEHICLE MAINTENANCE 15,599 25,984 25,000 23,000 25,500 COMMUNICATION 627 - - - - PROFESSIONAL DUES 131 - - - - TRAVEL & TRAINING 4 - - - - OTHER CONTRACTED SERVICES 66,340 94,604 100,300 100,300 75,500 COMMUNITY RELATIONS 10,827 14,148 15,000 15,000 19,500 TRANSFER TO VEHICLE REPLAC 40,071 40,068 40,000 40,000 54,000 TRANSFER TO TECHNOLOGY MA - - - - 11,500 OPERATING 134,495 174,994 183,900 189,600 198,900 OTHER EQUIPMENT 16,491 5,960 10,000 10,000 7,000 CAPITAL 16,491 5,960 10,000 10,000 7,000 CURBSIDE RECYCLING DIVISION TOTAL 258,154$ 277,678$ 257,200$ 296,500$ 268,310$ PUBLIC WORKS DEPARTMENT Page 95 of 125Page 95 of 125 INTERNAL SERVICE FUNDS 2014 Internal Service Funds provide accounting and budgetary control over expenditures that are common to all funds. Furthermore, they centralize the budget authority over costs that can vary significantly from year to year. The City of West University Place has established three Internal Service Funds: EMPLOYEE BENEFIT FUND The Employee Benefit Fund provides a systematic approach to accumulating the funds needed for employee benefits. Each City operating fund contributes to the Employee Benefit Fund on the basis of the estimated cost of each employee benefit. VEHICLE REPLACEMENT FUND The Vehicle Replacement Fund (VRF), formerly called the Equipment Replacement Fund, finances the purchase of rolling stock routinely used in providing the City’s services. Trucks, automobiles, tractors, trailers, ambulances and vans are examples of the types of equipment this fund finances for other funds. Each City Department makes contributions to the VRF based on the estimated life and replacement cost of the vehicles it uses. The VRF makes purchases when a combination of age and repair cost indicates that the item has reached the end of its service life. TECHNOLOGY MANAGEMENT FUND The management and funding of the City’s technology is accounted for in the Technology Management Fund. Technology is integral to the City’s ability to provide efficient and necessary services to citizens. The cost of implementing new technology and maintaining the City’s existing computer hardware, software and networks has grown into a major expenditure. The Technology Fund was created to centralize those expenditures, consolidate the management of the resources needed to maintain existing information technology systems, and to deploy new solutions. EQUIPMENT REPLACEMENT FUND The Equipment Replacement Fund (ERF) is a new fund that began in 2011. The seed funding comes from a transfer from the excess General Fund reserves. The ERF finances the purchase of equipment routinely used in providing the City’s services. The ERF will operate in the same manner as the VRF in that each City Department will make contributions to the ERF based on the estimated life and replacement cost of the equipment it uses. The ERF will purchase equipment when a combination of age and repair cost indicates that the machine has reached the end of its service life. Page 96 of 125Page 96 of 125 INTERNAL SERVICE FUNDS 2014 EMPLOYEE BENEFIT FUND The Employee Benefit Fund facilitates accounting and oversight for the cost of health care, Worker Compensation, dental plans, employee tuition, and other benefits. 2013 Financial Activity The City’s Employee Benefit Fund revenue is anticipated to be at $2,245,400 to fund employee benefits. Charges to Operating Funds are expected to be $1,855,400 and the balance of $290,000 comes from employee/retiree contributions and other miscellaneous earnings. Expenditures are expected to be $2,205,900, above appropriations, primarily due to administrative costs 2014 Appropriations Charges to Operating funds in the amount of $2,036,800 are expected, plus $380,050 from employee/retiree contributions and other miscellaneous earnings. Expenditures for benefits are expected to be $2,429,850 a 10.15% increase from the 2013 Estimated expenditures. This is due primarily to the Health Care Reform Unfunded Mandate, estimated at $75,000; additional $30,000 appropriation for NeoGov software modules – Training Track, Employee On-Boarding and Applicant Tracking; $38,000 for a comprehensive compensation study; and $10,000 for city-wide compliance and customer service training. Page 97 of 125Page 97 of 125 INTERNAL SERVICE FUNDS 2014 EMPLOYEE BENEFIT FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: CHARGES TO OPERATING FUNDS: ER - HEALTH $ 1,085,001 1,117,705$ 1,253,800$ 1,253,800$ 1,254,000$ ER - DENTAL 45,453 48,741 52,500 52,500 52,500 ER - LIFE 19,564 22,609 4,500 23,000 23,000 ER - DISABILITY 15,772 17,867 42,700 18,000 20,000 ER - WORKER'S COMPENSATION 76,539 87,629 109,000 109,000 109,000 ER - RETIREES - 40,466 190,000 190,000 190,000 ER - OTHER BENEFITS 55,815 299,359 309,100 309,100 388,300 EMPLOYEE CONTRIBUTIONS: EE - HEALTH 193,570 199,038 221,200 210,000 221,000 EE - DENTAL 14,429 14,983 22,500 18,900 22,500 EE - VISION 9,845 11,514 11,000 11,100 11,550 EE-PPACA CONTRIBUTIONS - - - - 75,000 COBRA CONTRIBUTIONS 38,635 48,003 10,000 50,000 50,000 EARNINGS ON INVESTMENTS 6 - - - - TOTAL REVENUES 1,554,630 1,907,914 2,226,300 2,245,400 2,416,850 EXPENDITURES: HEALTH & DENTAL 281 - - - - TMRS 471 - - - - FICA 229 - - - - WORKERS COMPENSATION 70,576 - - - - OTHER BENEFITS 28 - - - - MEDICAL PREMIUMS - ACTIVE 1,300,400 1,333,545 1,475,000 1,475,000 1,550,000 MEDICAL PREMIUMS - RETIRED 132,154 100,645 190,000 190,000 190,000 MEDICAL PREMIUMS - COBRA 5,892 5,444 10,000 10,000 10,000 DENTAL PREMIUMS - ACTIVE 61,351 61,225 75,000 75,000 82,500 VISION PREMIUMS - ACTIVE 9,927 11,113 11,000 11,100 11,550 WORKER'S COMPENSATION 23,949 89,034 109,000 109,000 109,000 LIFE & AD&D, DISABILITY 30,991 34,691 30,000 32,000 33,000 UNEMPLOYMENT CLAIMS 7,790 - 10,000 10,000 10,000 OTHER ADMINSTRATIVE COST 27,963 25,044 23,300 33,300 23,300 MEDICAL PREMIUMS - RETIREE DEPENDENT 38,748 28,150 40,000 40,000 40,000 Page 98 of 125Page 98 of 125 INTERNAL SERVICE FUNDS 2014 HEALTH CARE REFORM UNFUNDED MANDATE - - - - 75,000 WELLNESS PROGRAM 17,676 12,649 25,000 25,000 25,000 ACCUMULATED SICK LEAVE 46,620 25,043 80,000 80,000 80,000 ACCRUED VACATION - - 40,000 40,000 40,000 RECRUITING & HIRING - 2,196 12,000 15,000 15,000 EVENTS 11,272 14,194 20,000 20,000 20,000 AWARDS 1,337 773 3,000 3,000 3,000 TUITION 8,029 17,353 28,000 28,000 25,000 INCENTIVES 15,031 - 5,000 5,000 5,000 SOFTWARE LICENSES - - - - 30,000 CONSULTANTS 2,167 - 4,500 4,500 42,500 TRAVEL & TRAINING - - - - 10,000 TOTAL EXPENDITURES 1,812,883 1,761,098 2,190,800 2,205,900 2,429,850 NET REVENUES (EXPENDITURES)(258,253) 146,816 35,500 39,500 (13,000) BEGINNING BALANCE (49,017) (307,270) 14,479 (160,454) (120,954) ENDING BALANCE (307,270)$ (160,454)$ 49,979$ (120,954)$ (133,954)$ Page 99 of 125Page 99 of 125 INTERNAL SERVICE FUNDS 2014 VEHICLE REPLACEMENT FUND The Vehicle Replacement Fund is expected to end 2013 with a balance of $1,109,734. Transfers from other funds in 2014 are expected to provide $649,000 more. 2014 budgeted expenditures are $292,000, which includes the scheduled replacement of an F- 250 for General Services; a CCC with Witke 30-yard for Solid Waste Operations; a portable air compressor, Kubota Trailer and B20 Backhoe for Water & Sewer Operations and, due to the closure of the recycling center, a return of prior year Solid Waste Fund contributions in the amount of $198,000. These funds were to be used for the replacement of the baler and a dump truck that is no longer needed at the recycling center. Capital expenditures totaling $2,404,000 are planned over the next five years. These include the following: Fiscal Year Amount Fire Department - Pumper Truck 2015 * Fire Department - Enclosed Trailer 2015 $ 11,000 Fire Department - Fire Marshal's Vehicle 2015 39,000 City Pool Vehicle - Sedan 2015 20,000 Public Works - Sedan 2015 27,000 Public Works - Medium Duty Truck 2015 30,000 Public Works - Recycling Center - Trailer 2015 3,000 Public Works - Recycling Center - Medium Duty Work Truck 2015 31,000 Public Works - Solid Waste / Recycling - Trailer Mounted Pressure Washer 2015 8,000 Public Works Operations - Trailer Mounted Welder 2015 9,000 Public Works Utilities - Jet Truck 2015 105,000 Public Works Utilities - Heavy Duty Work Truck w/ Service Body (3) 2015 162,000 Public Works Utilities – Medium Duty Work Truck 2015 33,000 Total 2015 $ 478,000 Police Department Patrol SUV 2016 $ 50,000 Police Department Patrol Car (2) 2016 45,000 Public Works Solid Waste Recycling Collection Vehicle (2) 2016 460,000 Total 2016 $ 555,000 Page 100 of 125Page 100 of 125 INTERNAL SERVICE FUNDS 2014 Fiscal Year Amount Police Department - Patrol SUV 2017 $ 50,000 Police Department - Patrol Car (QTY 3) 2017 138,000 Police Department - Unmarked Units (QTY 2) 2017 70,000 Parks Department - Medium Duty Truck 2017 25,000 Senior Services - Sedan 2017 25,000 Public Works - Bucket Truck 2017 90,500 Public Works - Solid Waste / Recycling Collection Vehicle 2017 260,000 Public Works Utilities - Forklift 2017 30,000 Public Works Sewer Treatment Plant - Medium Duty Work Truck 2017 25,000 Total 2017 $ 713,000 Police Department - Patrol Car (QTY 3) 2018 $ 135,000 Fire Department – Ambulance 2018 180,000 Public Works - Street Sweeper 2018 150,000 Public Works - Medium Duty Truck - Service Body 2018 42,000 Public Works - Solid Waste / Recycling Trailer 2018 3,000 Public Works Utilities - Equipment Trailer 2018 5,000 Public Works Utilities - Power Pack 2018 11,000 Public Works Utilities - Medium Duty Work Truck 2018 36,000 Total 2018 $ 562,000 Public Works - Heavy Duty Truck - Service Body 2019 $ 54,000 Public Works Sewer Treatment Plant – Medium Duty Work Truck w/ Service Body 2019 42,000 Total 2019 $ 96,000 * Annual departmental allocation for funding of the 2015 Fire Department Pumper Truck replacement is not in place. The purchase, when deemed necessary, will be financed as a capital lease or other appropriate financing method. Page 101 of 125Page 101 of 125 INTERNAL SERVICE FUNDS 2014 VEHICLE REPLACEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: CHARGES TO OPERATING FUNDS: SALE OF CITY PROPERTY 10,686$ 427$ -$ 15,700$ -$ EARNINGS ON INVESTMENTS 1,595 2,065 - 1,100 - MISCELLANEOUS 35,925 - - - - TRANSFER FROM GENERAL FUND 207,051 228,180 233,000 228,180 460,000 TRANSFER FROM WATER & SEWER FUND 70,831 70,836 74,000 70,836 74,000 TRANSFER FROM SOLID WASTE FUND 139,592 139,596 153,000 139,596 115,000 TRANSFER FROM TECHNOLOGY 2,239 2,700 - - - TOTAL REVENUES 467,919 443,804 460,000 455,412 649,000 EXPENDITURES: AUTOMOBILES 14,372 321 122,000 220,000 - LIGHT TRUCKS - 10,834 30,000 30,000 30,000 HEAVY EQUIPMENT - 1,933 222,000 222,000 225,000 OTHER EQUIPMENT 399 - - - 37,000 TRANSFER TO SOLID WASTE FUND - - - - 198,000 TOTAL EXPENDITURES 14,771 13,089 374,000 472,000 292,000 NET REVENUES (EXPENDITURES)453,148 430,715 86,000 (16,588) 357,000 BEGINNING BALANCE 242,459 695,607 1,220,827 1,126,322 1,109,734 ENDING BALANCE 695,607$ 1,126,322$ 1,306,827$ 1,109,734$ 1,466,734$ Page 102 of 125Page 102 of 125 INTERNAL SERVICE FUNDS 2014 TECHNOLOGY MANAGEMENT FUND Technology plays a major role in the efficient, cost effective delivery of all City services. The Technology Management Fund was created to centralize costs and standardize the City’s technology infrastructure. 2013 Financial Activity In 2013 transfers from other funds are expected to amount to $1,426,300 and total revenues are projected to be $1,426,410. Total Expenditures are expected to reach $1,428,700. 2014 Budget The 2014 Budget projects transfers from other funds amounting to $1,169,000. Expenditures for operations are budgeted to be $1,166,710. ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT) The Administration Department is responsible for the efficient delivery of City technology services. The Information Technology Director has day-to-day responsibility for all City technology. ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT) MISSION Provide support, direction, and funding to integrate technological solutions into the City’s effort and ability to deliver services. ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT) DIVISIONS Technology Management – Directs, supports and manages the funding of the City’s use of technology to provide services. (2014 Budget - $1,166,710) Page 103 of 125Page 103 of 125 INTERNAL SERVICE FUNDS 2014 ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT) 2014 GOALS ∗ Upgrade the existing Storage Area Network (SAN) to provide more disk space and increase fault protection ∗ Add capacity to the Virtual Tape Library to provide space to backup new services that have been added. ∗ Deploy software that tracks infrastructure assets such as Pavement, Water, Waste Water and other City owned assets, providing for work requests, work orders and preventative maintenance. ∗ Begin a multi-year, phased implementation of Microsoft SharePoint that will enhance the City’s existing Intranet ∗ Complete the upgrade from Windows XP to Windows 7 and continue deploying Zero Clients where appropriate ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT FUND) BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 3 (2013 authorized full-time employees – 3). ∗ Total budget - $1,166,710 (2013 total Budget - $1,426,200). Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 STATEMENT OF REVENUES AND EXPENDITURES TECHNOLOGY MANAGEMENT FUND TRANSFER FROM GENERAL FUND 969,669$ 1,093,795$ 1,227,900$ 1,227,900$ 1,033,500$ TRANSFER FROM WATER & SEWER FUND 120,238 121,500 128,100 128,100 92,500 TRANSFER FROM SOLID WASTE FUND 78,353 69,900 70,300 70,300 43,000 EARNINGS ON INVESTMENTS 163 92 - 110 - TOTAL REVENUES 1,168,423 1,285,287 1,426,300 1,426,410 1,169,000 REVENUES: CHARGES TO OPERATING FUNDS: Page 104 of 125Page 104 of 125 INTERNAL SERVICE FUNDS 2014 REGULAR WAGES 221,070$ 229,599$ 235,900$ 233,500$ 245,410$ ON CALL - - - 4,900 4,900 OVERTIME 14,836 8,447 8,000 8,000 8,000 LONGEVITY 770 955 1,200 1,200 1,400 HEALTH & DENTAL 38,225 37,536 33,900 33,900 37,400 TMRS 38,654 25,963 25,500 25,500 26,600 FICA 17,996 18,314 19,700 19,700 18,900 WORKERS COMPENSATION 658 773 600 600 600 ALLOWANCES 10,970 10,920 11,000 11,000 11,000 OTHER BENEFITS 2,086 9,840 15,000 15,000 2,000 PERSONNEL 345,264 342,348 350,800 353,300 356,210 EQUIPMENT MAINTENANCE 23,370 47,646 26,000 26,000 26,000 HARDWARE & SOFTWARE MAINTENANCE CONTRACTS 357,038 371,963 400,000 400,000 393,100 TELE-COMMUNICATIONS & DATA 202,502 209,164 191,500 191,500 167,400 SOFTWARE LICENSES 1,725 968 1,000 1,000 11,100 CONSULTANTS 6,054 21,826 60,000 60,000 20,000 TRAVEL & TRAINING 5,671 11,634 9,500 9,500 12,500 OTHER CONTRACTED SERVICES 24,995 - - - - TECHNOLOGY PROJECTS 60,215 245,887 321,000 321,000 109,000 HIGH TECHNOLOGY REPLACEMENTS 68,076 60,967 66,400 66,400 71,400 TRANSFER TO VEHICLE REPLACEMENT FUND 2,239 2,700 - - - OPERATIONS 751,886 972,754 1,075,400 1,075,400 810,500 TOTAL EXPENDITURES 1,097,149 1,315,101 1,426,200 1,428,700 1,166,710 NET REVENUES (EXPENDITURES)71,274 (29,814) 100 (2,290) 2,290 BEGINNING BALANCE (23,100) 48,174 23,025 18,360 16,070 ENDING BALANCE 48,174$ 18,360$ 23,125$ 16,070$ 18,360$ EXPENDITURES: Page 105 of 125Page 105 of 125 INTERNAL SERVICE FUNDS 2014 EQUIPMENT REPLACEMENT FUND The Equipment Replacement Fund (ERF) began in 2012. The General Fund transferred excess reserves in 2012 and 2013 as seed funding for future equipment replacements. The ERF will be used to finance the purchase of equipment routinely used in providing the City’s services. The ERF will operate in the same manner as the Vehicle Replacement Fund (VRF) in that each City Department will make contributions to the ERF based on the estimated life and replacement cost of the equipment it uses. The ERF will purchase equipment when a combination of age and repair cost indicates that the equipment has reached the end of its service life. The 2014 budget proposes to transfer $55,500 to the ERF for future equipment purchases. This transfer is for the future purchase of bunker gear replacements in 2015 and self contained breathing apparatus (SCBA) in 2019. No expenditures are planned for 2014. Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: MISCELLANEOUS -$ -$ -$ 20,000$ -$ TRANSFER FROM GENERAL FUND - 60,000 85,000 85,000 55,500 EARNINGS ON INVESTMENTS - 78 - 100 - TOTAL REVENUES - 60,078 85,000 105,100 55,500 NET REVENUES (EXPENDITURES)- 60,078 85,000 105,100 55,500 BEGINNING BALANCE - - 60,024 60,078 165,178 ENDING BALANCE -$ 60,078$ 145,024$ 165,178$ 220,678$ EQUIPMENT REPLACEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES Page 106 of 125Page 106 of 125 SPECIAL REVENUE FUNDS 2014 Special Revenue Funds are created to account for the proceeds from specific revenue sources that are restricted to expenditures for specific purposes. The City has nine active Special Revenue Funds in 2014: THE PARKS FUND - The Parks Fund accounts for donations made by citizens for West University Place parks. THE COURT TECHNOLOGY FUND - The Court Technology Fund accounts for a $4.00 fee added to traffic tickets issued in West University Place. State law restricts the use of the revenue generated by this fee to technology used to support the City’s Municipal Court. THE TREE REPLACEMENT FUND - City ordinances require that trees that are damaged destroyed or removed during construction to be replaced. The Tree Replacement Fund accounts for funds paid by builders in lieu of planting replacement trees. THE COURT SECURITY FUND - Similar to the Court Technology Fund, the Court Security Fund accounts for a $3.00 fee added to traffic tickets issued in West University Place. Revenues generated by this fee can be used only to provide security for the building housing the Court. THE METRO GRANT FUND – In 1999, The Metropolitan Transit Authority of Harris County (METRO) and West University Place entered into an interlocal, multi-year Congestion Mitigation/Traffic Management agreement. This agreement was modified and extended to December 2025 by the Harris County voters in November 2012. This extension changed the formula and payment schedule beginning October 1, 2014. The payments are due not later than 30 days after each quarter; therefore the first payment is due in January 2015. POLICE FORFEITED PROPERTY FUND – Certain property used in the commission of crimes or proceeds from criminal activity is subject to forfeiture. Funds generated from the sale of this property are set aside for the use of the Police Department. FIRE TRAINING FUND – Accounts for grants, donations and other funds set aside for training firefighters. POLICE TRAINING FUND-Accounts for grants, donations and other funds set aside for training police officers. GOOD NEIGHBOR FUND – The City receives donations to fund the activities of the Good Neighbor Team, specifically “Handy Man” home repairs for resident senior citizens. The Good Neighbor Fund restricts the use of those donations to that specific activity. Page 107 of 125Page 107 of 125 SPECIAL REVENUE FUNDS 2014 PARKS FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: EARNINGS ON INVESTMENTS 41$ 43$ -$ 25$ -$ DONATIONS 7,007 6,138 - 4,000 4,000 TOTAL REVENUES 7,047 6,180 - 4,025 4,000 EXPENDITURES: OPERATING SUPPLIES 5,785 3,590 5,000 5,400 7,000 OTHER EQUIPMENT 923 - - - - TOTAL EXPENDITURES 6,708 3,590 5,000 5,400 7,000 NET REVENUES (EXPENDITURES)339 2,590 (5,000) (1,375) (3,000) BEGINNING BALANCE 13,887 14,226 16,863 16,817 15,442 ENDING BALANCE 14,226 16,817 11,863 15,442 12,442 STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: MUNICPAL COURT FINES 9,824$ 6,187$ 5,000$ 5,100$ 6,200$ EARNINGS ON INVESTMENTS 46 53 - 10 - TOTAL REVENUES 9,870 6,240 5,000 5,110 6,200 EXPENDITURES: OTHER CONTRACTED SERVICES - 361 - 3,200 - FURNITURE & EQUIP <$5000 375 14,880 6,600 13,400 - TOTAL EXPENDITURES 375 15,241 6,600 16,600 - NET REVENUES (EXPENDITURES)9,495 (9,000) (1,600) (11,490) 6,200 BEGINNING BALANCE 11,855 21,350 11,382 12,350 860 ENDING BALANCE 21,350$ 12,350$ 9,782$ 860$ 7,060$ STATEMENT OF REVENUES AND EXPENDITURES COURT TECHNOLOGY FUND Page 108 of 125Page 108 of 125 SPECIAL REVENUE FUNDS 2014 Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: OTHER FEES AND PERMITS 17,919$ 44,863$ 8,000$ 20,000$ 20,000$ EARNINGS ON INVESTMENTS 177 202 - 90 - TOTAL REVENUES 18,096 45,065 8,000 20,090 20,000 EXPENDITURES: OTHER CONSTRUCTION 18,190 17,213 41,000 33,000 33,000 TOTAL EXPENDITURES 18,190 17,213 41,000 33,000 33,000 NET REVENUES (EXPENDITURES)(94) 27,852 (33,000) (12,910) (13,000) BEGINNING BALANCE 68,700 68,606 75,372 96,458 83,548 ENDING BALANCE 68,606$ 96,458$ 42,372$ 83,548$ 70,548$ STATEMENT OF REVENUES AND EXPENDITURES TREE REPLACEMENT FUND COURT SECURITY FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: MUNICPAL COURT FINES 7,397$ 4,589$ 4,500$ 4,700$ 4,500$ EARNINGS ON INVESTMENTS 58 63 - 30 - TOTAL REVENUES 7,454 4,652 4,500 4,730 4,500 EXPENDITURES: FURNITURE & EQUIP <$5000 4,616 - 15,000 10,000 10,000 TOTAL EXPENDITURES 4,616 - 15,000 10,000 10,000 NET REVENUES (EXPENDITURES)2,838 4,652 (10,500) (5,270) (5,500) BEGINNING BALANCE 19,161 21,999 16,733 26,651 21,381 ENDING BALANCE 21,999$ 26,651$ 6,233$ 21,381$ 15,881$ STATEMENT OF REVENUES AND EXPENDITURES Page 109 of 125Page 109 of 125 SPECIAL REVENUE FUNDS 2014 METRO GRANT FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: METRO 259,000$ 259,000$ 259,000$ 259,000$ 259,000$ EARNINGS ON INVESTMENTS 88 462 - 400 - TOTAL REVENUES 259,088 259,462 259,000 259,400 259,000 EXPENDITURES: CONTINGENCY - - 259,270 - - TRANSFER TO TRANSPORTATION 403,700 - - 381,400 259,000 TOTAL EXPENDITURES 403,700 - 259,270 381,400 259,000 NET REVENUES (EXPENDITURES)(144,612) 259,462 (270) (122,000) - BEGINNING BALANCE 266,205 121,593 270 381,055 259,055 ENDING BALANCE 121,593$ 381,055$ -$ 259,055$ 259,055$ STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: FORFEITED PROPERTY 3,854$ -$ -$ -$ -$ EARNINGS ON INVESTMENTS 36 34 - 20 - TOTAL REVENUES 3,890 34 - 20 - EXPENDITURES: OPERATING SUPPLIES 50 2,212 5,000 2,400 12,000 CONSULTANTS 1,758 - - - - TOTAL EXPENDITURES 1,808 2,212 5,000 2,400 12,000 NET REVENUES (EXPENDITURES)2,082 (2,178) (5,000) (2,380) (12,000) BEGINNING BALANCE 15,148 17,230 12,850 15,052 12,672 ENDING BALANCE 17,230$ 15,052$ 7,850$ 12,672$ 672$ STATEMENT OF REVENUES AND EXPENDITURES POLICE FORFEITED PROPERTY FUND Page 110 of 125Page 110 of 125 SPECIAL REVENUE FUNDS 2014 POLICE TRAINING FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: STATE GRANT 4,808$ -$ -$ -$ -$ EARNINGS ON INVESTMENTS 28 33 - 20 - TOTAL REVENUES 4,836 33 - 20 - EXPENDITURES: TRAINING SUPPLIES 530 - - - - TRAVEL & TRAINING - - 5,000 5,000 6,000 TOTAL EXPENDITURES 530 - 5,000 5,000 6,000 NET REVENUES (EXPENDITURES)4,306 33 (5,000) (4,980) (6,000) BEGINNING BALANCE 9,025 13,331 12,351 13,364 8,384 ENDING BALANCE 13,331$ 13,364$ 7,351$ 8,384$ 2,384$ STATEMENT OF REVENUES AND EXPENDITURES FIRE TRAINING FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: FEDERAL GRANT 707$ -$ -$ -$ -$ STATE GRANT 500 - - 26,164 - SETRAC 4,203 - - - - EARNINGS ON INVESTMENTS 88 3 - 2 - DONATIONS 71,665 - - - - MISCELLANEOUS 7,000 - - - - TOTAL REVENUES 84,163 3 - 26,166 - EXPENDITURES: OVERTIME 4,653 - - - - OPERATING SUPPLIES 4,249 - - 26,100 - TRAVEL & TRAINING 1,400 - - - - FURNITURE & EQUIP <$5000 6,732 - - - - TECHNOLOGY PROJECTS 71,665 - 6,832 - - TOTAL EXPENDITURES 88,698 - 6,832 26,100 - NET REVENUES (EXPENDITURES)(4,536) 3 (6,832) 66 - BEGINNING BALANCE 6,713 2,177 6,832 2,180 2,246 ENDING BALANCE 2,177$ 2,180$ -$ 2,246$ 2,246$ STATEMENT OF REVENUES AND EXPENDITURES Page 111 of 125Page 111 of 125 SPECIAL REVENUE FUNDS 2014 GOOD NEIGHBOR FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: EARNINGS ON INVESTMENTS 7$ 6$ -$ 4$ -$ DONATIONS - 54 - 300 - TOTAL REVENUES 7 60 - 304 - EXPENDITURES: COMMUNITY RELATIONS - - - 700 2,400 TOTAL EXPENDITURES - - - 700 2,400 NET REVENUES (EXPENDITURES)7 60 - (396) (2,400) BEGINNING BALANCE 2,762 2,769 2,826 2,828 2,432 ENDING BALANCE 2,769$ 2,828$ 2,826$ 2,432$ 32$ STATEMENT OF REVENUES AND EXPENDITURES Page 112 of 125Page 112 of 125 CAPITAL PROJECT FUNDS 2014 Capital Project Funds are used to account for the purchase or construction of equipment, property and buildings. Capital projects accounted for in these funds are characterized by their cost (normally exceeding $25,000), relatively long operational life of each asset and their impact on a department’s operating budget. These funds are usually created to account for a single project or a related group of projects and are closed when the projects are completed. West University Place has four active Capital Project Funds. CAPITAL PROJECT FUND The Capital Project Fund is used to account for projects associated with the City’s Capital Improvement Program. Funding for projects financed in this fund comes from transfers from the Capital Reserve Fund. TRANSPORTATION IMPROVEMENT FUND The Transportation Improvement Fund accounts for capital projects to improve roads and the associated drainage issues. CAPITAL RESERVE FUND The Capital Reserve Fund accounts for funds set aside by the City Council to help finance future capital projects. The City targets excess reserves in its General Fund and transfers any surplus to the Capital Reserve Fund. WATER AND SEWER CAPITAL RESERVE FUND The Water and Sewer Capital Reserve Fund accounts for funds set aside to be used for Capital Projects related to the Water and Sewer Utility System. Page 113 of 125Page 113 of 125 CAPITAL PROJECT FUNDS 2014 CAPITAL PROJECT FUND 2013 Financial Activity Projects for 2013 and the estimated completion costs are as follows: Original Budget Estimated Cost GENERAL SERVICES Traffic Division Pavement Markings $ 39,800 $ 39,800 FACILITIES MAINTENANCE Citywide Replace thermostats with WiFi thermostats 6,800 6,800 Public Works Installation of radiant barrier in PW Admin Bldg. 5,000 10,755 PW Admin - Replace ductwork for HVAC 6,000 12,320 PW - Maintenance area - access control doors 15,000 5,500 City Hall Retrofit Delta Controls to new system in PD 24,000 39,000 Parks & Recreation Senior Services - Replace heat pump & air handler 22,000 12,235 Scout House - Replace roof 13,000 7,792 Community Bldg - Replace Senior's parking lot 10,000 12,312 Library Replace library elevator 25,000 19,988 TOTAL $ 166,600 $ 166,502 Page 114 of 125Page 114 of 125 CAPITAL PROJECT FUNDS 2014 2014 Appropriations Projects planned for 2014 are as follows: Original Budget GENERAL SERVICES Traffic Division Area 1 Stop bar replacement $ 13,000 FACILITIES MAINTENANCE City Hall Roof Replacement 50,000 HVAC blower and water pump assembly replacement 10,000 Public Works Animal Control Shelter - demolish & rebuild 120,000 Parks & Recreation Senior Services - Replace heat pump & air handler 20,000 Colonial Park - Energy efficient lighting in pump house 4,000 Colonial Park - Concession area enhancement 20,000 Community Building re-insulation 10,000 WURC - Staff maintenance area enhancements 3,000 TOTAL $ 250,000 CAPITAL PROJECT FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: STATE GRANT $ - $ 41,048 $ - $ - $ - EARNINGS ON INVESTMENTS 257 323 - 120 - TRANSFER FROM CAPITAL RESERVE FUND - - 166,600 166,600 250,000 TOTAL REVENUES 300,257 41,371 166,600 166,720 250,000 EXPENDITURES OTHER CONSTRUCTION COSTS 18,055 39,435 - 166,502 250,000 TOTAL EXPENDITURES 251,760 39,435 - 166,502 250,000 BEGINNING BALANCE (23,170) 25,327 25,510 27,264 27,482 ENDING BALANCE 25,327$ 27,264$ 192,110$ 27,482$ 27,482$ STATEMENT OF REVENUES AND Page 115 of 125Page 115 of 125 CAPITAL PROJECT FUNDS 2014 TRANSPORTATION/DRAINAGE IMPROVEMENT FUND Projects included in the 2014 budget include repaving the 3800 and 3900 blocks of Ruskin Street and the 6600 block of West College Street. This project includes reconstruction of the water & sewer infrastructure as needed and is therefore funded by the Transportation/Drainage Improvement Fund and the Water & Sewer Capital Project Fund. The total project cost is $690,000 with the Transportation/Drainage Improvement Fund contributing $461,700 and the Water & Sewer Capital Project Fund contributing $228,320. Other comprehensive projects will be reviewed, analyzed and prioritized at least annually. An example of this type of comprehensive project is the water main replacement program, a review, documentation and prioritization of all cast iron lines. The projects may be further allocated into small sub-projects, some of which are expected to be completed in-house for greater economy and efficiency. Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES EARNINGS ON INVESTMENTS $ 1,056 $ 825 $ - $ 200 $ - TRANSFER FROM METRO GRANT FUND 403,700 - - 381,400 259,000 TOTAL REVENUES 404,756 825 - 381,600 259,000 EXPENDITURES PROFESSIONAL SERVICES - 1,006 - 25,000 - CONSTRUCTION COSTS - 1,037 - 120,000 461,700 OTHER CONSTRUCTION COSTS 441,192 79,569 - - - TRANSFER TO STREETLIGHT PROJECT FUND 5,000 - - - - TOTAL EXPENDITURES 446,192 81,611 - 145,000 461,700 BEGINNING BALANCE 556,645 515,210 478 434,423 671,023 ENDING BALANCE 515,210$ 434,423$ 478$ 671,023$ 468,323$ TRANSPORTATION IMPROVEMENT FUND (DRAINAGE FUND) STATEMENT OF REVENUES AND EXPENDITURES Page 116 of 125Page 116 of 125 CAPITAL PROJECT FUNDS 2014 CAPITAL RESERVE FUND In 2013, $200,000 was transferred from the General Fund and an additional $200,000 is expected to be transferred from the General Fund in 2014. These transfers are projections of excess General Fund Reserves for the fiscal year. Funds are transferred from the Capital Reserve Fund to the appropriate capital project fund as projects are approved. CAPITAL RESERVE FUND Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES EARNINGS ON INVESTMENTS $ 203 $ 564 $ - $ 400 $ - TRANSFER FROM GENERAL FUND 64,600 243,679 200,000 200,004 200,000 TRANSFER FROM INFRASTRUCTURE FUND 13,076 7 - - - TRANSFER FROM REC FACILITIES CONSTRUCTION FUND - 20,108 - - - TRANSFER FROM 2010A CERT OF OBLIGATIONS FUND - 108 - - - TRANSFER FROM FUND 330 5,897 - - - - TOTAL REVENUES 83,776 264,465 200,000 200,404 200,000 EXPENDITURES UNFORESEEN EXPENDITURES - 7,578 - - - TRANSFER TO CAPITAL PROJECTS FUND - - 166,600 166,600 250,000 TRANSFER TO STREETLIGHT PROJECT FUND 1,655 - - - - TRANSFER TO REC. FACILITIES CONSTRUCTION FUND 38,241 - - - - TRANSFER TO TECHNOLOGY MANAGEMENT FUND - - - 43,700 - ADVANCE TO SOLID WASTE - - - 125,000 (125,000) TOTAL EXPENDITURES 39,896 7,578 166,600 335,300 125,000 BEGINNING BALANCE 64,115 107,995 636,790 364,881 229,985 ENDING BALANCE 107,995$ 364,881$ 670,190$ 229,985$ 304,985$ STATEMENT OF REVENUES AND EXPENDITURES Page 117 of 125Page 117 of 125 CAPITAL PROJECT FUNDS 2014 WATER AND SEWER CAPITAL RESERVE FUND The Water and Sewer Capital Reserve Fund accounts for funds set aside from the excess reserves in the Water and Sewer Fund. These funds are to be used for Capital Projects related to the City’s Water and Sewer Utility and allow the City to complete large capital projects on a pay-as-you-go basis. The 2013 anticipated ending fund balance is $1.6 million, with 2014 adding $1,900,000 from the Water and Sewer Fund for such projects. The projects in the 2012 budget were completed in early 2013. These projects include the Water Well #8 Rehabilitation ($278,350) and the Lift Station Renovations ($18,000), totaling $288,350. The projects in the 2013 budget, the Belt Filter Replacement ($415,000), Lift Station Renovations ($100,000), and Steel Storage Tank Painting ($600,000) are being delayed into future years for the purpose of expediting the screw pump renovations ($1,075,000) originally planned for 2016. Staff has been developing specifications for a request for proposal for the automated meter reading system installation and expects to have this project underway in the fourth quarter of 2013. The projects planned for 2014 are phase 2 of 2 of the automated meter reading project ($576,800), ground storage tank rehabilitation ($690,000), Ruskin/West College comprehensive infrastructure rehabilitation ($228,320) and lift station renovations ($255,000) and the continuation of the projects started, but not completed in 2013, for a total of $2,815,220. Other comprehensive projects will be reviewed, analyzed and prioritized at least annually. The projects may be further allocated into small sub-projects, some of which are expected to be completed in-house for greater economy and efficiency. Page 118 of 125Page 118 of 125 CAPITAL PROJECT FUNDS 2014 Actual Actual Budget Estimated Budget 2011 2012 2013 2013 2014 REVENUES: STATE GRANT -$ 204,682$ -$ -$ -$ EARNINGS ON INVESTMENTS 3,052 2,214 - 1,600 - TRANSFER FROM WATER & SEWER FUND 950,000 699,996 1,900,000 1,900,000 1,900,000 TOTAL REVENUES 953,052 906,892 1,900,000 1,901,600 1,900,000 EXPENDITURES: PROFESSIONAL SERVICES - - - 5,000 - CONSTRUCTION COSTS - - - 55,200 - OTHER CONSTRUCTION COSTS 127,000 - 1,271,700 1,354,500 2,815,220 TRANSFER TO WATER & SEWER FUND 350,764 831,956 - - - TOTAL EXPENDITURES 777,764 831,956 1,271,700 1,414,700 2,815,220 NET REVENUES (EXPENDITURES)175,288 74,935 628,300 486,900 (915,220) BEGINNING BALANCE 847,125 1,022,413 444,085 1,097,348 1,584,248 ENDING BALANCE 1,022,413$ 1,097,348$ 1,072,385$ 1,584,248$ 669,028$ WATER AND SEWER CAPITAL PROJECTS STATEMENT OF REVENUES AND EXPENDITURES Page 119 of 125Page 119 of 125 City of West University Place Harris County, Texas Ordinance No. 1982 AN ORDINANCE APPROVING AND ADOPTING A BUDGET FOR THE FISCAL YEAR BEGINNING JANUARY 1, 2014 AND ENDING DECEMBER 31, 2014; APPROPRIATING FUNDS FOR SUCH BUDGET AND CONTAINING FINDING AND PROVISIONS RELATING TO THE SUBJECT, WHEREAS, as required by the City Charter and more law, the City Manager has prepared and submitted to the City Council a budget with estimate of expenditures and revenue of all city departmwve and activities for the year beginning January 1, 2014 and ending December 31, 2014; and WHEREAS, such budget has been timely filed with the City Secretary, the City Council has had sufficient time to review and revise such budget and notice of a public hearing upon such budget has been duly given; and WHEREAS, a public hearing has been held, and all taxpayers and interested persons were powder! an opportunhy to attend and participate in such hearing; and WHEREAS, public participation, input antl suggestions regarding the budget have been received and considered by the City Council, and the City Council has made changes as the City Council considers warranted by law in the beat interest of the municipal taxpayers, and the City Council has found and determined! Mat the budget adopted by Mis ordinance does not allow expenditures during the budget period in excess of funds estimate to be on hand during the same period; NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF WEST UNIVERSITY PLACE, TEXAS: Section 1. The matters and facts set out in the preamble of this ordinance are found and determined to be true and correct and are hereby approved and adopted by the City Council. Sacred 2. That the budget estimate of the revenues of the City of West University Place and the expenses of conducting the affairs thereof for the ensuing fiscal year, beginning January 1, 2014 and ending December 31, 2014, as finally submitted to the City Council by the City Manager of mid City to copy of which is on file In the City Secretary's office and on the City's website) be, and the same is in all things, adopted and approved as the budget estimate of all the current expenses as well as the fixed charges against said City for the fiscal year beginning January t, 2014, and ending December 31, 2014. Page 120 of 125Page 120 of 125 Section 3. That the sum of FIFTEEN MILLION FIVE HUNDRED EIGHTY ONE THOUSAND THIRTY -TWO AND NO /100 DOLLARS ($15,581,032) is herby appropriated out of the General Fund for the payment of operating expenses and capital outlay of Me City Government. Section 4. That me sum of EIGHT MILLION ONE HUNDRED TEN THOUSAND AND NO /100 DOLLARS ($$110,000) is herby appropriated out of the General Fund Debt Service for the purpose of paying the accruing interest and redeeming the Seral Bonds as they mature on the General Fund Debt Service Bonds. Section 5. That the sum of EIGHT MILLION EIGHT HUNDRED FOUR THOUSAND NINE HUNDRED TEN AND NOA 00 DOLLARS ($8,804,910) is hereby appropriatetl out of the Water and Sanitary Sewer System for the payment of operating expenses and capital outlay and for the purpose of paying the accruing Interest and redeeming Me Serial Bonds as they mature on the Water and Sanitary Sewer Fund Debt Service Bonds. Section 6. That the sum of ONE MILLION FIVE HUNDRED SIXTY -FOUR THOUSAND THREE HUNDRED FORTY AND NO /100 DOLLARS ($1,564,340) is hereby appropriated Out of the Solid Waste Fund for the payment of operating expenses and capital outlay of the municipally owned Solitl Waste Collection System. Section T. That Me sum of TWO MILLION FOUR HUNDRED TWENTY -NINE THOUSAND EIGHT HUNDRED FIFTY AND NO /100 DOLLARS ($2,429,850) is hereby appropriated out Of the Employee Benefit Fund for the payment of operating expenses for Me health benefits of the employees. Section 8. That the sum of TWO HUNDRED NINETY -TWO THOUSAND AND NO /100 DOLLARS ($292,000) is hereby appropriated out of fie Vehicle Replacement Fund for the capital outlay for Vehicle Replacement Activities, Section 9. That the sum of ONE MILLION ONE HUNDRED SIXTY -SIX THOUSAND SEVEN HUNDRED TEN AND NO /100 DOLLARS ($1,186,710) is hereby appropriated out of Me Technology Management Fund for operating expenses and capital outlay for Technology Fund Activities. Section 10. That this ordinance approving and adapting the Budget is made in all things in accordance with Me terms and provisions of the City Charter of the City of West University Place, Texas and the laws of the State of Texas and shall be interpreted and construct in compliance therewith. Page 121 of 125Page 121 of 125 Section 11. All eminences and parts of ordinances in conflict herewith are hereby repealed to the extent of the conflict only. Section 12. If any wool, phrase, clause, sentence, paragraph, section or other part of this ordinance or the application thereof to any person or dreumstance, shall ever be held to be invalid or unconstitutional by any court of competent jurisdiction, neither the remainder of this ordinance, nor the application of such word, phrase, clause, sentence, paragraph, section, or other part of this ordinance to any other persons or circumstances, shall be affected thereby. Section 13. The City Council officially finds, determines and declares that a sufficient written notice of the date, hour, place and subject of each meeting at which this ordinance was discussed, considered, or acted upon was given in the manner required by the Open Meanings Act, Chapter 551, Texas Local Government Code, as amended, and that each such meeting has been open to the public as required by law at all times during such discussion, consideration and action. The City Council ratifies, approves and confirms such ounces and the contents and posting thereof. Section 14. After adoption of the Budget, the City Manager shall provide for the filing of a true copy of the Budget tend each amendment) in the office of the County Clerk of Hants County, Texas. Section 15. This ordinance shall be upon adoption and signature. f4 ' O SIGNED: Bob Fry , Mayor enz, Cily Secretary RECO ENDED: REVIEWED: Michael Rose City Manager Alan Petrov, City Attorney Page 122 of 125Page 122 of 125 City of West University Place Harris County, Texas Ordinance No. 1983 AN ORDINANCE LEVYING AND ASSESSING AD VALOREM TAXES FOR TAX YEAR 2013; CONFIRMING AND GRANTING EXEMPTIONS; CONTAINING FINDINGS AND PROVISIONS RELATING TO THE SUBJECT; AND DECLARING AN EMERGENCY.. WHEREAS, The City of West University Place, Texas (the "City') has bonds outstanding which are payable from ad valorem taxes; and WHEREAS, although the ordinances authorizing such bonds contain general levies of taxes, it is necessary for the City Council to fix a apaoigc rate of tax for tax year 2013, based on the City's appraisal rolls for tax year 2013 which have been prepared, reviewed and certified by the Harris County Appraisal District; and WHEREAS, the 2013 tax rate must not only provide funds sufficient for debt source on the City's bonds, but must also provide for maintenance and operation of the City; WHEREAS, Me assessor and collector of the City ( "Assessi has certified an anticipated collection rate to the City Council, has performed the calculations required by Section 26.04 of the Texas Tax Code, has reported the tax rate and other information required to be reached to the City Council and has published the mormation required to be published, having been designated to do an by the City Council; and WHEREAS, all other preparatory steps for the adoption of a tax rate have been taken, as required by law; NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF WEST UNIVERSITY PLACE, TEXAS: Section 1. The matters and (acts set out in the preamble of this commerce are found and determined to be true and correct, and the City Council adopts, confirms, and ratifies all of the calculations, publications, notices, and other preparatory, steps preceding the consideration of this elements. Section 2. The City Council hereby loves, assesses an adopts the following tax rate per $100 valuation for tax year 2013, such as being levied and assessed upon all property subject to taxation by the City: 0.19631 For the purposes of maintenance and operations 0.17769 For me purposes of debt service 0.31 Total tax rate. Page 123 of 125Page 123 of 125 THIS TAX RATE WILL RAISE MORE TAXES FOR MAINTENANCE AND OPERATIONS THAN LAST YEAR'S TAX RATE. THE TAX RATE WILL EFFECTIVELY BE RAISED BY 4.81 PERCENT AND WILL RAISE TAXES FOR MAINTENANCE AND OPERATIONS ON A $100,000 HOME BY APPROXIMATELY$S.W. Section 3. Such tax is hereby levied and assessed in accordance with the terms and provisions of Article VIII of the City Charter and the Constitution and laws of me State of Texas, and such levy and assessment are made to provide funds for the 2014 budget of the City for the purposes Indicated, including maintenance, operations and debt service for that budget period. However, this section does not prohibit the use of tax proceeds for other lawful purposes. Section 4. The Assessor is hereby directed to assess and collect taxes on all property subject to taxation by the City on the basis of 100% of the assessed valuation thereof at the rate set by ms ordinance. The taxes levied hereby shall be delinquent after January 31, 2014. Section 5. The Finance Director or designee for the City of West University Place is hereby appointed auditor of any refunds of overpayment or erroneous payments under the terms of Section 31.11(a) of me Texas Property Tax Code. Section 6. The City Council hereby confirms and re -grant the following exemptions, subject to the legal requirement applicable to each exemption: A) $185,000.00 of the appraised value of the residence homestead of an individual who is disabled or who is 65 years of age or older. IS) The statutory exemption for each disabled veteran. Section ]. All ordinances and pares of ordinances in conflict herewith are hereby repealetl to the extent of the conflict only. Section S. If any word, phrase, clause, sentence, paragraph, section or other pan of this ordinance or the application thereof to any person or circumstance, shall ever be held to be invalid or unconstitutional by any Court of complain jurisdiction, neither the remainder of this ordinance, nor the application of such word, press, clause, sentence, paragraph, section, or other part of this ordinance to any other persons or circumstances, shall be off acted thereby. Section 9. The City Council officially finds, determines and caddies that a sufficient Page 124 of 125Page 124 of 125 written notice of the data hour, place and subject of each meeting at which this ordinance was discussed, considered, or aped upon was given in me manner required by the Open Meetings Act, Chapter 551, Texas Local Government Code, as amended, and that each such meeting has been open to the public as required by law at all times during such discussion, consideration and action. The City Council ratifies, approves and confirms such nodose and the contents and posting insect. Section 10. The public importance of this measure and the requirements of the law create an emergency and an urgent public necessity requiring that this Ordinance be passed and take effect as an emergency measure, and a state of emergency is hereby declared, and this Ordinance is accordingly passed as an emergency measure and shall Mks effect immediately upon adoption and signature. PASSED, APPROVED, ADOPTED AND SIGN UUthis 7r day of October, 2013. h"st Jite a SIGNED: cW JN XXXO Bab Fry, Mayor all Lenz, City Secretary RECOMMENDED: REVIEWED: zOVA > Michael Ross, City Manager Alan Fancy, City Attorney Page 125 of 125Page 125 of 125