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HomeMy WebLinkAbout2019 Operating BudgetCity of West University Place Fiscal Year 2018-2019 Budget Cover Page October 15, 2018 This budget will raise more revenue from property taxes than last year's budget by an amount of $229,765, which is a 1.19 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 $150,324. The members of the governing body voted on the budget as follows: FOR: Susan Sample, Mayor Kellye Burke, Council Member Bob Higley, Council Member Mardi Turner, Council Member AGAINST: PRESENT and not voting: ABSENT: Property Tax Rate Comparison 2018-2019 2017-2018 Property Tax Rate:$0.31680/100 $0.31680/100 Effective Tax Rate:$0.31519/100 $0.30849/100 Effective Maintenance & Operations Tax Rate: $0.19117/100 $0.18070/100 Rollback Tax Rate:$0.33049/100 $0.31981/100 Debt Rate:$0.12403/100 $0.12466/100 Total debt obligation for City of West University Place secured by property taxes: $42,324,299 TABLE OF CONTENTS 2019 PAGE Introduction City Manager’s Budget Message.……………...………………………………………. 5 Organization Chart……………………………………………………………………... 18 Budget Summaries Comparison of 2018 Adopted Budget to 2019 Adopted Budget……………………… 20 2019 Budget at a Glance……………………………………………………………….. 21 2018 Estimated at a Glance…………………………………………………………….. 22 2019 Budget at a Glance – Personnel Costs….………………………………………... 23 2018 Estimated at a Glance – Personnel Costs………………………………………… 23 2019 Combined Summary of Revenues, Expenditures and Fund Balance/Retained Earnings………………………………………………………………………………… 24 General Fund Summary Discussion………………………………………………………………...…. 25 Administration…………………………………………………………………………. 33 Finance……………………………………………………………………………......... 37 Police…………………………………………………………………………………… 42 Fire……………………………………………………………………………………... 46 Public Works…………………………………………………………………………… 49 Parks and Recreation…………………………………………………………………… 60 Transfers………………………………………………………………………………... 68 Debt Service Fund Summary Discussion…………………………………………………………………… 69 Water and Sewer Fund Summary Discussion…………………………………………………………………… 73 Finance - Utility Billing.……………...………………………………………………... 80 Public Works - Operations….………………….…………………………………….... 83 Solid Waste Fund Summary Discussion…………………………………………………………………… 86 Curbside Solid Waste……………………………………….…………………………. 91 Recycling Facility……………………………………………………………………… 92 Curbside Recycling…………………………………………………………………….. 93 Curbside Green Waste Recycling……………………………………………………… 94 Internal Service Funds Summary Discussion…………………………………………………………………… 95 Vehicle Replacement Fund…………………………………………………………….. 96 Technology Management Fund………………………………………………………… 100 Equipment Replacement Fund…………………………………………………………. 104 Employee Benefit Fund………………………………………………………………… 108 Special Revenue Funds Summary Discussion…………………………………………………………………... 110 Parks Donation Fund…………………………………………………………………… 111 Friends of West University Parks Fund………………………………………………... 112 Court Technology Fund………………………………………………………………... 113 Tree Replacement Fund………………………………………………………………... 114 Court Security Fund……………………………………………………………………. 115 METRO Fund…………………………………………………………………… 116 Police Forfeited Property Fund………………………………………………………… 117 Police Training Fund…………………………………………………………………… 118 Fire Training Fund……………………………………………………………………... 119 Good Neighbor Fund…………………………………………………………………… 120 Capital Projects Funds Summary Discussion…………………………………………………………………… 121 Capital Project Fund……………………………………………………………………. 122 Capital Reserve Fund…………………………………………………………………... 123 Transportation Improvement Fund………………………………………… 124 Water and Sewer Capital Projects Fund………………………………………………... 125 Ordinances Adopting 2019 Budget.……………………………………………………………….... 126 Levying and Assessing Ad Valorem Taxes for 2018….………….……………………. 130 CITY OF WEST UNIVERSITY PLACE ANNUAL BUDGET 2019 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 2019 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 2019 Annual Operating Budget functions as a tool, formally communicating the City’s financial and operating plan for the coming year. FORMAT The 2019 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 2019 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 2019. 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 2019. Detailed schedules compare the department’s finances over several years, plus information about staffing. 4 October 15, 2018 Honorable Mayor Susan Sample City Council Members City of West University Place 3800 University Boulevard West University Place, Texas 77005 Dear Mayor Sample and City Council Members: In compliance with State law, the city’s charter, and good management practices, I am pleased to submit the 2019 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 and security our residents expect and enjoy with the tax rate being maintained 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. The 2019 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 several years to improve the efficiency and effectiveness of our operations and maintains service in prioritized areas, addresses major capital needs for the city and maintains reserves for future capital needs that are unknown or unable to be solidified at budget time. The same tax rate from 2018 has been adopted for the 2019 budget. This rate is .00161 cents higher than the effective tax rate which means the typical property owner will see a slight increase in their City portion of their property tax bill due to the increase in property values. The total increase for the average residential homestead is $5.45 per month or $65.38 per year. It should be noted that the increase in the average residential homestead is primarily due to new home sales and new construction so the increase to existing homes should be minimum. 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 the annualization of the compensation and class restructuring study implemented in 2018 with a 2% COLA on January 1, 2019 and up to 1.5% merit pay increase on employee’s anniversary date. By doing this we are maintaining the salary grade structure to align the city’s recruitment and retention strategy to the 75th percentile. This continues the directive of the City Council to ensure that the City’s compensation system is market based, financially 5 efficient and effective, competitive and designed to enable the city to attract and retain qualified, high performing talent for all positions. 2019 BUDGET SUMMARY The 2019 budget anticipates approximately $51.36 million in fund sources, approximately $50.20 million in fund uses, which includes $7.25 million of internal transfers. Revenue of $19.57 million from property taxes will be $0.194 million or 1.00 percent more than the 2018 estimates due to an increase in property tax values. It should be noted that the increase in the average residential homestead is primarily due to new home sales and new construction so the increase to existing homes should be minimum. Revenues from sales and franchise taxes, which are the principal components of the category “other taxes”, will experience a slight decrease in revenue as compared to the 2018 estimates due to reduction in natural gas and telephone revenues which is the basis of the City’s franchise fee. Licenses, permits & fees and fines & forfeitures are budgeted slightly higher than the 2018 estimates and is consistent with the prior year conservative budgets for these revenue sources. Although we hope to maintain the higher levels of permit activity, we conservatively plan for a return to normal. Charges for services are expected to increase due to realistic estimates in parks and recreation revenue and the elimination of special facility use permits with aquatic contractors; bringing in-house registration and payments. Other revenues, primarily consisting of investment income, bond proceeds, recycling revenue, rental income and Southside Place expense sharing allocations, are expected to increase slightly from 2018 to 2019 due primarily to investment rates increasing. Total 2019 projected expenditures of $50.20 million are down compared to the 2018 budget of $50.61 million. The total includes operating expenditures of $28.23 million, capital outlay of $6.24 million, debt payment of $8.89 million and transfers out of $7.25 million. The overall increase is primarily attributable to increase in compensation, increase in aquatic instructor fees in parks, and increase in capital funding for projects. SOURCES This budget projects income sources of $51.36 million available to fund 2019 expenditures The total includes $21.81 million in property, sales and franchise taxes; $0.528 million in licenses, permits and fees; $0.700 million in alarm fees; $1.73 million in recreation use fees; $0.16 million in fines; $9.73 million in water, sewer and solid waste service charges; $2.21 million in employee benefit charges to other departments and $0.425 million in charges to current and retired employees and COBRA payments for health benefits; $0.131 million in rents; $2.87 million in Federal state and local reimbursements; $2.98 million in bond proceeds; $0.84 million in miscellaneous revenue and $7.246 million in transfers in. This is about $2.61 million or 5.35 percent more than the 2018 budget. Total General Fund revenues, projected at about $19.94 million, are approximately 4.29 percent above the 2018 budget. This is primarily a result of an 6 increase in property tax revenue for 2019, resulting from an increase in taxable property values for tax year 2018 due primarily to new home sales and construction and Parks and Recreation eliminating special facility use permits with aquatics contractors and bringing in-house registration and payment for classes. Property Tax 48.7% Other Taxes 5.5% Licenses, Permits & Fees 1.3% Charges for Services 31.2% Fines & Forfeitures 0.4% Other Revenue 2.1% Transfers 10.9% 2019 REVENUE - GENERAL, DEBT SERVICE, WATER & SEWER, SOLID WASTE AND TECHNOLOGY MANAGEMENT FUNDS 7 Property Taxes This budget maintains the city’s current ad valorem property tax rate at $0.31680 per $100 assessed valuation, which is .51 percent above the Effective Tax Rate of $0.31519 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 $0.12403 per $100 assessed valuation is $0.00063 or 0.51 percent lower than the 2017 debt service rate of $0.12466. Additionally, the maintenance and operations tax rate will increase $0.00063, or 0.33 percent, to $0.19277 per $100 assessed valuation. 2018 Budget 2019 Budget Change % Change Property Taxes (Current and Prior Years)19.38$ 19.57$ 0.19$ 0.98% Other Taxes (Sales, Franchise, Mixed Beverage)2.25 2.21 (0.04) -1.78% Licenses, Permits & Fees 0.53 0.53 0.00 0.00% Fines & Forfeitures 0.14 0.15 0.01 7.14% Charges for Services (primarily Water & Sewer fees)12.07 12.53 0.46 3.81% Other Revenues (Investment Earnings, SSP, Goode Co Rent, Sale of Recyclables) 0.68 0.83 0.15 22.06% Transfers In (Administrative & Debt transfers into General Fund and Debt Service Fund)4.28 4.37 0.09 2.10% Total Sources 39.33$ 40.19$ 0.86$ 2.19% (in millions) Overview: Financing Sources - All Major Funds 8 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. The impact of any fee increases has been considered in this budget document. EXPENDITURES The 2019 budget proposes total expenditures of $40.05 million for the city’s five major funds. It allocates $15.38 million, or 38.40 percent, to personnel; $9.26 million, or 23.12 percent, to operating expenditures; $253,400, or less than one percent, to capital purchases; $5.07 million, or 12.67 percent, to operating and capital transfers; and $10.09 million, or 25.18 percent, to debt service on the city’s outstanding bonds. An additional $6.235 million is budgeted for expenditures in the Capital Improvements Funds. Levy Rate/ $100 Monthly Cost / Typical Family Levy Rate/ $100 Monthly Cost / Typical Family Maintenance & Operations $0.19214 $179.69 $0.19277 $183.59 $3.90 Debt Service $0.12466 $116.58 $0.12403 $118.12 $1.54 Total $0.31680 $296.27 $0.31680 $301.71 $5.45 Average residence homestead taxable value $1,122,220 $1,142,858 FY 2019 / TY 2018FY 2018 / TY 2017 Comparison of Property Taxes: Tax Years 2017 vs. 2018 Monthly Increase/ (Decrease) FY 2019 / TY 2018FY 2018/ TY 2017 9 Operating Budgets The city operating budgets consist of five funds: general fund, debt service fund, water and sewer fund, solid waste fund and technology management fund. General Fund – The proposed general fund budget of $19.90 million is about $480,000, or 2.47%, above the 2018 budget. The increase is primarily attributable to increase in wages, benefits and instructor fees. Included in the 2019 Budget are the following transfers: Personnel 38.4% Operating 23.1% Capital 0.6% Transfers 12.7% Debt Service 25.2% 2019 EXPENDITURES - GENERAL, DEBT SERVICE, WATER & SEWER, SOLID WASTE AND TECHNOLOGY MANAGEMENT FUNDS 2018 Budget 2019 Budget Change % Change Personnel 14,977,300$ 15,382,900$ 405,600$ 2.71% Operating 8,923,893 9,259,285 335,392 3.76% Total Operating 23,901,193 24,642,185 740,992 3.10% Capital 407,800 253,400 (154,400) -37.86% Transfers 5,106,300 5,073,000 (33,300) -0.65% Debt Service 10,050,279 10,085,530 35,251 0.35% Total Expenditures 39,465,572$ 40,054,115$ 588,543$ 1.49% 10 Amount Transfer To Fund Purpose $343,300 Vehicle Replacement Fund Provide cash basis funding for replacement vehicles. ($47,000 decrease) $1,435,500 Technology Management Fund Provide operating funds for the centralization and management of city-wide technology needs ($41,400 increase) $575,400 Equipment Replacement Fund Provide cash basis funding for the purchase of high dollar equipment routinely used by the city ($78,100 decrease) The net increase in personnel is attributable to the annualization of the compensation and class restructuring study implemented in 2018, a 2% COLA and up to 1.5% merit pay increase to continue the city’s recruitment strategy to the 75th percentile that was originally approved in the 2016 budget. Debt Service Fund – In 2019, the city will pay $8,889,492 of debt service, fiscal agent fees and issuance costs, an increase of $39,459 or less than 1%, from 2018. Funding debt service payments requires an ad valorem tax rate of $0.12403 per $100 of assessed value in tax year 2018, a decrease of .51% or $0.00063 per $100, and is due primarily to the budgeting of issuance costs in anticipation of the issuance of debt in late 2019. ADMINISTRATION 8.2% FINANCE 11.1% POLICE 26.0% FIRE 18.0% PUBLIC WORKS 16.3% PARKS & RECREATION 20.4% TRANSFERS OUT 0.0% 2019 BUDGET BY DEPARTMENT 11 Water and Sewer Fund – This fund’s total budget of $7.88 million is $59,000 or less than 1%, lower than the 2018 budget. The system Operations and Finance - Utility Billing divisions, are appropriated at $6,688,000, including $1,250,000 transferred to the General Fund to reimburse for costs it incurs on behalf of the water and sewer fund. The transfer to the Water & Sewer Capital Projects Fund is continued for 2019 at $900,000. Water and sewer revenue debt service for 2019 is $1,200,000 (principal, interest, and fiscal agent fees) on outstanding bonds. The debt service payments for the refunding of 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 bonds. The 2019 budget does not include an increase in water or wastewater rates. News of impending rate increases from the city of Houston may require additional rate increases to keep pace with increases for treated water. Future rate increases may also be required to fund capital projects that were not considered part of the City’s previous infrastructure replacement program. Solid Waste Fund – The good news is that the solid waste fund continues to be healthy and while we have seen a drastic increase in the cost of recycling there is no rate increase anticipated for 2019. The direct cost of collecting and disposing of solid waste is expected to be $1.82 million, an increase of $94,100 or 5.4%, over the prior year’s budget. The increase is primarily attributable to the increase in indirect cost allocation transfer to the general fund in 2019 and the increase in the cost of recycling. 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. Revenue in the amount of $2.21 million is expected from operating funds, plus $440,300 from employee/retiree contributions and other miscellaneous earnings. Expenditures for the employee benefit fund are expected to be $2.72 million, a $25,600 (less than one percent) increase over the amount budgeted in 2018. While this budget saw a reduction in medical premiums of over $114,000, there was an increase in the transfer out to cover the known retirement of the City Manager of $113,000 as well as an increase in consultant costs of nearly $34,000. Vehicle Replacement Fund – The Vehicle Replacement Fund (VRF) allocates charges to the major operating funds for departments based on an estimated depreciation and replacement cost of existing vehicles in those funds. The allocation is used to replace vehicles routinely used to provide city services that have reached the end of their service life. In 2019, expenditures are expected to be $206,000 which funds the replacement of an SUV with Police of $30,000, and an 12 extended cab pickup with Water & Sewer of $26,000 as well as the refurbishment of two Solid Waste Vehicles of $150,000. Future years’ replacements are shown in the Vehicle Replacement Fund section of this budget document. Technology Management Fund – Since 2007, the management of the city’s funding of critical technology is financed through the technology management fund. In 2019, managing, supporting and replacing computers, networks, and communication equipment are expected to cost $1,557,500. This is approximately a $34,307, or 2.25 percent, increase from the prior year budget, primarily attributable to the increase use of technology by various departments and for technology projects outside the normal course of technology business. As with all of the internal service funds, the technology management fund is financed by charges to operating funds of individual departments. Equipment Replacement Fund –The Equipment Replacement Fund (ERF) is used to finance the purchase of equipment routinely used in providing the city’s services. The ERF operates in the same manner as the Vehicle Replacement Fund (VRF) in that each city department makes contributions to the ERF based on the estimated life and replacement cost of the equipment it uses. The ERF purchases equipment when a combination of age and repair cost indicates that the equipment has reached the end of its service life. The 2019 budget transfers $585,400 to the ERF for the future equipment purchases. In 2019 expenditures are expected to be $257,800 which funds the replacement of Self Contained Breathing Apparatus (SCBA) of $121,000, water pumps #1 and #2 at the WURC of $14,800, Diamond Brite pool finish at WURC of $78,000, WURC exercise equipment of $39,500 and resurfacing of the lily and turtle pads at Colonial Park Pool of $4,500. Future years’ replacements are shown in the Equipment Replacement fund section of this budget document. Employee Staffing This budget maintains the current staffing level at 126 full-time equivalents (FTE). 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 over the past decade. 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. 13 Wages and Benefits This budget includes the annualization of the compensation and class restructuring study implemented in 2018, a 2% COLA on the 1st of year and up to 1.5% merit pay increase on the employee’s anniversary day to continue the city’s recruitment strategy to the 75th percentile that was originally approved in the 2016 budget. The Texas Municipal Retirement System (TMRS) funding rate is budgeted at 13.03 percent for 2019, which is slightly down from 13.76 percent in 2018. At the October 13, 2014 council meeting, council adopted the Personnel Policies and Employee Handbook, 2015 Edition. 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 city has adopted a strategy of achieving and maintaining a market-competitive position using established benchmarks. The range mid-point shall be approximately 100% of the 75th percentile as the designated market average for all employees’ pay structures. 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. DEPARTMENT 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 GENERAL FUND Administration 5 5 5 5 5 6 6 5 6 6 Finance 7 6 6 6 5 5 5 5 5 5 Police 32 33 35 35 35 35 35 38 38 38 Fire 24 23 23 23 23 23 23 23 23 23 Public Works 21 20 20 20 19 18 18 18 18 18 Parks & Recreation 11 11 11 11 11 12 12 12 12 12 TECHNOLOGY MANAGEMENT FUND Administration 3 3 3 3 3 4 4 4 4 4 WATER & SEWER FUND Finance - 2 2 2 2 2 2 2 2 2 Operations 12 12 12 12 12 12 11 11 11 11 SOLID WASTE FUND Operations 7 8 8 8 6 6 7 7 7 7 Total City FTE's 122 123 125 125 121 123 123 125 126 126 Full-Time Equivalent (FTE) Position Summary 14 Capital Projects Capital Project Funds are used to account for the purchase or construction of equipment, property and buildings, typically with costs exceeding $50,000, relatively long operational lives, or considered one-time expenditures. West U has three active capital project funds as follows: Water and Sewer Capital Project Fund: The funds used for these projects are generated from the monthly water & sewer fees collected by the City. The following are four carryover projects from 2018: Wastewater Treatment Plant (WWTP) Fencing Improvements, WWTP Weir Replacement, Water System Chlorimination Upgrades and WWTP Floodwater Protection. The following projects are planned for 2019: WWTP Efficiency Study of $90,000, WWTP Lighting Replacement of $115,000 and Liftstations 1-12 Lining Project of $25,000. The total budget for 2018 carryover projects and new 2019 projects is $920,000. Capital Project Fund: The funds used for these projects are generated from grants, and property taxes. The following is the carryover project from 2018: upgrades to the Animal Control Shelter, WURC Westside Concrete Parking Lot and Virtual Gate project. There are no new projects planned for 2019. The total budget for 2018 carryover projects for 2019 is $2,300,000. Transportation Improvement Fund: The funds used for these projects are generated partially from reimbursement from the Metropolitan Transit Authority of Harris County (METRO) that can only be used for transportation related projects and from Federal grant dollars. The one carryover project from 2018 is the Buffalo Speedway Reconstruction. The following projects are planned for 2019: Roadway Repairs/Overlay/Replacement of $150,000, and Auden Shared Drainage System-Design of $465,000. The total budget for 2018 carryover and new 2019 projects is $3,015,000. 15 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 taxable property values projected to be $6.048 billion. 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 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 has 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 as we anticipate going out to bond in late 2019. SUMMARY This budget is sound and stable 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. 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. The city’s fee schedule was reviewed as part of the 2019 Budget process. From that review, various fees were recommended for increase as well as some housekeeping of the fee schedule. Most notably are numerous changes to the Parks fees based on input and approval from the Parks and Recreation Board Fee Subcommittee and the Senior Board Liaison. 16 17 The City of West University Place, Texas Mayor & City Council Appointed Boards, Commissions, Judges & Prosecutors City Manager Administration Department City Secretary Human Resources/Risk Management Information Technology Communications Finance Department Accounting Treasury Municipal Court Police Department Patrol Support Services Fire Department Fire Prevention Fire Suppression Emergency Medical Services Emergency Management Public Works Department Development Services Planning General Services Water & Sewer Operations Parks & Recreation Department Park Administration Senior Services Recreation Park Maintenance City Attorney 18 BUDGET SUMMARIES 2019 19 2018 2019 Amount of Increase (Decrease) Percent of Increase (Decrease) Governmental Fund Types: General Fund 19,422,550$ 19,902,135$ 479,585$ 2.47% Debt Service Fund 8,850,033 8,889,492 39,459 0.45% Total 28,272,583 28,791,627 519,044 1.84% Enterprise Fund Types: Water & Sewer Fund 7,942,796 7,883,888 (58,908) -0.74% Solid Waste Management Fund 1,727,000 1,821,100 94,100 5.45% Total 9,669,796 9,704,988 35,192 0.36% Internal Service Fund Types: Employee Benefit Fund 2,690,500 2,716,100 25,600 0.95% Equipment Replacement Fund 439,100 257,800 (181,300) -41.29% Vehicle Replacement Fund 782,000 206,000 (576,000) -73.66% Technology Management Fund 1,523,193 1,557,500 34,307 2.25% Total 5,434,793 4,737,400 (697,393) -12.83% TOTAL ALL FUND TYPES 43,377,172$ 43,234,015$ (143,157)$ -0.33% CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON Comparison of 2018 Budget to 2019 Budget $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 2018 2019 General Fund Debt Service Fund Water & Sewer Fund Solid Waste Management Fund Employee Benefit Fund Equipment Replacement Fund Technology Management Fund $- $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 2018 2019 20 General Fund Debt Service Fund Water & Sewer Fund Solid Waste Fund Technology Management Fund Total Revenues Property Tax 11,920,468$ 7,651,154$ -$ -$ -$ 19,571,622$ Other Taxes 2,210,400 - - - - 2,210,400 Licenses, Permits & Fees 527,500 - - - - 527,500 Charges for Services 2,931,200 - 7,850,000 1,752,500 - 12,533,700 Fines & Forfeitures 154,200 - - - - 154,200 Other Revenue 637,550 46,400 132,000 8,500 4,200 828,650 Transfers 1,560,000 1,196,038 - - 1,617,100 4,373,138 Total Revenues 19,941,318$ 8,893,592$ 7,982,000$ 1,761,000$ 1,621,300$ 40,199,210$ Expenditures Personnel 13,098,550$ -$ 1,198,750$ 492,900$ 592,700$ 15,382,900$ Operating 4,334,985 - 3,211,100 748,400 964,800 9,259,285 Capital 114,400 - 128,000 11,000 - 253,400 Transfers 2,354,200 - 2,150,000 568,800 - 5,073,000 Debt Service - 8,889,492 1,196,038 - - 10,085,530 Total Expenditures 19,902,135$ 8,889,492$ 7,883,888$ 1,821,100$ 1,557,500$ 40,054,115$ Capital Improvement Funds Capital Project Fund 2,300,000$ Transportation/Drainage Project Fund 3,015,000 Water & Sewer Capital Project Fund 920,000 6,235,000$ CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON MAJOR FUNDS 2019 BUDGET AT A GLANCE Personnel 38.4% Operating 23.1% Capital 0.6% Transfers 12.7% Debt Service 25.2% 2019 EXPENDITURES - GENERAL, DEBT SERVICE, WATER & SEWER, SOLID WASTE AND TECHNOLOGY MANAGEMENT FUNDS Property Tax 48.7% Other Taxes 5.5% Licenses, Permits & Fees 1.3% Charges for Services 31.2% Fines & Forfeitures 0.4% Other Revenue 2.1% Transfers 10.9% 2019 REVENUE - GENERAL, DEBT SERVICE, WATER & SEWER, SOLID WASTE AND TECHNOLOGY MANAGEMENT FUNDS 21 General Fund Debt Service Fund Water & Sewer Fund Solid Waste Fund Technology Management Fund Total Revenues Property Tax 11,656,000$ 7,551,693$ -$ -$ -$ 19,207,693$ Other Taxes 2,207,350 - - - - 2,207,350 Licenses, Permits & Fees 569,250 - - - - 569,250 Charges for Services 2,700,300 - 7,880,000 1,755,300 - 12,335,600 Fines & Forfeitures 154,200 - - - - 154,200 Other Revenue 975,554 41,248 192,000 17,364 4,600 1,230,766 Transfers 1,510,000 1,200,246 29,700 - 1,567,200 4,307,146 Bond Proceeds - - - - - - Total Revenues 19,772,654$ 8,793,187$ 8,101,700$ 1,772,664$ 1,571,800$ 40,012,005$ Expenditures Personnel 11,920,276$ -$ 1,146,900$ 474,000$ 572,500$ 14,113,676$ Operating 4,002,370 - 3,179,792 757,200 939,793 8,879,155 Capital 184,995 - 198,300 10,600 - 393,895 Transfers 2,637,900 - 2,150,000 518,400 - 5,306,300 Debt Service - 8,842,783 1,200,246 - - 10,043,029 Total Expenditures 18,745,541$ 8,842,783$ 7,875,238$ 1,760,200$ 1,512,293$ 38,736,055$ Capital Improvements Capital Project Fund 685,300$ Transportation/Drainage Project Fund 747,800 Water & Sewer Capital Reserve Fund 1,117,700 2,550,800$ CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON 2018 ESTIMATED AT A GLANCE Personnel 36.4% Operating 22.9% Capital 1.0% Transfers 13.7% Debt Service 25.9% 2018 EXPENDITURES - GENERAL, DEBT SERVICE, WATER & SEWER, SOLID WASTE AND TECHNOLOGY MANAGEMENT FUNDS Property Tax 48.0% Other Taxes 5.5% Licenses, Permits & Fees 1.4% Charges for Services 30.8% Fines & Forfeitures 0.4% Other Revenue 3.1% Transfers 10.8% 2018 REVENUES - GENERAL, DEBT SERVICE, WATER & SEWER, SOLID WASTE AND TECHNOLOGY MANAGEMENT FUNDS 22 General Fund Water & Sewer Fund Solid Waste Fund Technology Management Fund Total REGULAR WAGES 7,915,500$ 743,500$ 323,100$ 415,500 9,397,600$ PART-TIME WAGES 716,100 - - - 716,100$ ON CALL 20,400 13,800 - 2,800 37,000$ OVERTIME 561,400 80,000 20,500 8,500 670,400$ LONGEVITY 54,200 7,800 3,600 2,000 67,600$ TOTAL COMPENSATION 9,267,600$ 845,100$ 347,200$ 428,800$ 10,888,700$ HEALTH & DENTAL 1,231,750 158,050 58,200 63,500 1,511,500$ TMRS 1,139,000 110,900 45,800 57,200 1,352,900$ FICA 676,100 61,700 25,800 30,400 794,000$ WORKERS COMPENSATION 96,600 11,700 12,500 1,200 122,000$ ALLOWANCES 76,500 5,000 - 9,800 91,300$ RETIREE BENEFITS 188,600 - - - 188,600$ OTHER BENEFITS 391,600 3,800 1,900 1,800 399,100$ EMPLOYEE RELATIONS 30,800 2,500 1,500 - 34,800$ TOTAL BENEFITS 3,830,950$ 353,650$ 145,700$ 163,900$ 4,494,200$ TOTAL PERSONNEL COSTS 13,098,550$ 1,198,750$ 492,900$ 592,700$ 15,382,900$ General Fund Water & Sewer Fund Solid Waste Fund Technology Management Fund Total REGULAR WAGES 6,996,500$ 722,100$ 309,000$ 395,800$ 8,423,400 PART-TIME WAGES 658,700 - - - 658,700 ON CALL 17,800 13,800 - 2,800 34,400 OVERTIME 731,091 59,200 15,500 8,500 814,291 LONGEVITY 50,235 7,100 3,100 1,800 62,235 TOTAL COMPENSATION 8,454,326 802,200 327,600 408,900 9,993,026 HEALTH & DENTAL 1,072,800 151,800 59,500 61,700 1,345,800 TMRS 1,091,900 111,700 46,100 57,900 1,307,600 FICA 621,100 58,100 24,600 30,300 734,100 WORKERS COMPENSATION 93,950 12,900 13,400 1,400 121,650 ALLOWANCES 73,300 5,100 - 10,600 89,000 RETIREE BENEFITS 180,000 - - - 180,000 OTHER BENEFITS 312,100 3,400 1,800 1,700 319,000 EMPLOYEE RELATIONS 20,800 1,700 1,000 - 23,500 TOTAL BENEFITS 3,465,950 344,700 146,400 163,600 4,120,650 TOTAL PERSONNEL COSTS 11,920,276 1,146,900 474,000 572,500 14,113,676 CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON - PERSONNEL COSTS 2019 BUDGET AT A GLANCE CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON - PERSONNEL COSTS 2018 ESTIMATE AT A GLANCE 23 Beginning Balance (Estimated)Taxes Licenses, Permits, Fees & Charges for Services Other Total Expenditures and Transfers Out Ending Balance General Fund 7,192,857$ 14,130,868$ 3,458,700$ 2,351,750$ 19,941,318$ 19,902,135$ 7,232,040$ Debt Service Fund 850,523 7,651,154 - 1,242,438 8,893,592 8,889,492 854,623 Water and Sewer Fund 779,995 - 7,850,000 132,000 7,982,000 7,883,888 878,107 Solid Waste Fund 555,092 - 1,752,500 8,500 1,761,000 1,821,100 494,992 Capital Project Fund 448,997 - - 2,152,968 2,152,968 2,300,000 301,965 Capital Reserve Fund 6,968 - - - - 6,968 - Transportation Improvement Fund 1,674,544 - - 3,488,200 3,488,200 3,015,000 2,147,744 Water and Sewer Capital Fund 1,085,204 - - 920,600 920,600 920,000 1,085,804 Employee Benefit Fund 1,183,721 - - 2,652,500 2,652,500 2,716,100 1,120,121 Vehicle Replacement Fund 2,367,761 - - 682,300 682,300 206,000 2,844,061 Technology Management Fund 74,302 - - 1,621,300 1,621,300 1,557,500 138,102 Equipment Replacement Fund 2,129,145 - - 613,600 613,600 257,800 2,484,945 Parks Fund 115,143 - - 46,900 46,900 77,200 84,843 Friends of West U Parks Fund 611 - - - - 611 Court Technology Fund 11,259 - - 5,000 5,000 - 16,259 Tree Replacement Fund 260,782 - - 33,800 33,800 35,000 259,582 Court Security Fund 43,204 - - 5,100 5,100 8,750 39,554 Metro Fund 80,273 - - 557,300 557,300 600,000 37,573 Police Forfeited Property Fund 27,329 - - 400 400 - 27,729 Police Training Fund 19,771 - - 300 300 - 20,071 Fire Training Fund 10,347 - - - - - 10,347 Good Neighbor Fund 4,084 - - - - 2,500 1,584 Total All Funds 18,921,911$ 21,782,022$ 13,061,200$ 16,514,956$ 51,358,178$ 50,199,433$ 20,080,657$ Sources 2019 Combined Summary of Revenues, Expenditures and Fund Balance/Retained Earnings CITY OF WEST UNIVERSITY PLACE, TEXAS BUDGET SUMMARY COMPARISON 24 GENERAL FUND 2019 Summary Discussion The General Fund finances nearly all of the city’s services. 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 six of the city’s departments: Police, Fire, Public Works, Parks and Recreation, Finance, and Administration. Revenue Projections for 2018 - The 2018 Budget projected a revenue total of $17.61 million, excluding transfers to finance the General Fund’s services. Based on collections and data available through September 13, 2018, revenues appear likely to reach $18.26 million, 3.40% or $649,577 above the 2018 Budget projections. This is primarily due to FEMA reimbursement from Hurricane Harvey of $253,800 that was not budgeted and several parks and recreation fee categories expected to exceed the original budget projections by $225,800. Additionally, earnings on investments revenue are projected to come in over budget by $151,200. Expenditures Estimated for 2018 - The original 2018 Budget appropriated $19.42 million, including transfers out. Based on expenditures through September 13, 2018 and department estimates to complete the year, the total actual expenditures will be below the appropriated amount by $677,009 or 3.49%. This is primarily due to personnel vacancies throughout 2018. Financial Position in 2018 - The City of West University Place’s General Fund is projected to close 2018 in sound fiscal condition. The 2018 estimated ending fund balance available for appropriations in 2018 is $6.63 million. This amount represents 33.5% of the proposed 2018 revenues. The city’s financial policies require that General Fund unassigned and unrestricted reserves be maintained at 20% of the budgeted revenue for the coming year. The primary purpose of this fund balance reserve is to buffer the impact of unforeseen events and to provide funds for unanticipated revenue shortfalls. The General Fund’s unassigned and unrestricted reserves likely will close 2018 exceeding that target by approximately $2.68 million. Projected 2019 Revenues - The city’s General Fund revenues for fiscal 2019 are forecast to increase 4.28% over 2018’s estimated revenue budget. Total 2019 revenues are expected to be approximately $19.94 million. Revenues from ad valorem property taxes (current tax, delinquent tax and penalty and interest) will increase by $156,145, a 1.3% increase. The ad valorem tax rate dedicated to maintenance and operations is proposed to increase 0.33% to $0.19277 per $100 of assessed value. Taxable value in West University Place is estimated to increase $97.4 million or 1.64% to $6.05 billion. Values from new construction are certified at $47.34 million. Value increases of $20.04 million on existing property will be combined with the new construction value and an additional estimate of $106.58 million for property not yet certified by the appraisal district, which is expected to be added to the appraisal roll at a later date. Revenue generated by the city’s one-cent sales tax is budgeted at $1.11 million a 2.2% decrease from 2018. Franchise taxes are expected to provide approximately 5.4% of the city’s General Fund revenues, forecasted at $1.1 million. Franchise fees are received for electricity, telephone, natural gas and cable service provided to the citizens of West University Place. 25 GENERAL FUND 2019 Revenue sources budgeted under the Charges for Services category includes ambulance service, alarm monitoring, parks fees, and other service related fees. Revenues from alarm monitoring are budgeted to remain relatively consistent with the 2018 estimates; however, one of our goals for 2010 is to grow the use of our Direct Link alarm monitoring system. This service provides direct connection to the city’s emergency dispatch, a key advantage over the private sector alarm monitoring services. Also, in 2019 Parks and Recreation is eliminating the special facility use permits with aquatics contractors and bringing in-house registration and payments for these classes. Expenditures in 2019 - The 2019 Budget appropriates $19.90 million, up $479 thousand, or 2.5% from the 2018 General Fund’s $19.42 million budget. Increase is due primarily to compensation increases and the bringing in-house the aquatics contractor programs. Included in the 2019 Budget are the following transfers: Amount Transfer To Fund Purpose $343,300 Vehicle Replacement Fund Provide cash basis funding for replacement vehicles. ($47,000 decrease) $1,435,500 Technology Management Fund Provide operating funds for the centralization and management of city-wide technology needs ($41,400 increase) $575,400 Equipment Replacement Fund Provide cash basis funding for the purchase of high dollar equipment routinely used by the city ($78,100 decrease) Personnel costs, including benefits, will amount to $13.10 million, or 65.81% of the expenditure budget, and a 3.17% increase compared to the corresponding 2018 budget. The city’s portion of health and dental care benefit costs are projected to total $1.23 million, a 6.65% decrease as compared to the 2018 budget. Required contributions to the Texas Municipal Retirement System are budgeted at $1.14 million, down approximately 1%. The decrease is due to the decrease in the contribution rate, from 13.76% to 13.03% of payroll. Since 2007, the TMRS board has adopted a series of actuarial and investment changes to ensure that TMRS continues to be well funded and members’ benefits remain secure and sustainable over the generations of workers. Cities were given the option of a Phase-in Rate or a Full Rate contribution, with TMRS recommending the Full Rate contribution, so as not to more adversely affect the city’s unfunded actuarial accrued liability and subsequent years’ contribution rates. This budget includes TMRS funding at the Full Rate contribution. As of December 31, 2016, the most recent available valuation, the City of West University Place is 84.49% funded. The 2019 Budget for employee regular wages is $7.92 million, up 5.2% over the 2018 Budget. The budget includes a 2% increase on January 1st and up to a 1.5% increase on the employee’s anniversary date this helps keep the city aligned to the 75th percentile that was approved in the 2016 Budget. 26 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES BY DEPARTMENT Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES: AD VALOREM TAXES 9,967,606$ 10,897,253$ 11,764,323$ 11,656,000$ 11,920,468$ SALES TAXES 1,051,361 1,064,672 1,136,106 1,089,050 1,110,900 FRANCHISE TAXES 1,144,256 1,159,730 1,097,700 1,104,500 1,085,500 OTHER TAXES 15,955 14,330 15,000 13,800 14,000 TOTAL TAXES 12,179,178 13,135,984 14,013,129 13,863,350 14,130,868 PERMITS, LICENSES AND FEES 482,362 542,903 525,900 569,250 527,500 CHARGES FOR SERVICES 2,638,584 2,959,471 2,464,650 2,700,300 2,931,200 FINES AND FORFEITURES 134,770 164,384 137,750 154,200 154,200 INVESTMENT EARNINGS 79,585 43,227 80,700 231,900 213,300 OTHER REVENUE 371,337 417,091 390,948 743,654 424,250 TRANSFERS IN 514,500 1,604,900 1,510,000 1,510,000 1,560,000 TOTAL REVENUES 16,400,316 18,867,961 19,123,077 19,772,654 19,941,318 EXPENDITURES BY DEPARTMENT: ADMINISTRATION 936,592 1,209,075 1,474,450 1,360,630 1,623,685 FINANCE 1,982,695 2,217,546 2,124,550 2,024,025 2,207,500 POLICE 4,337,493 4,575,579 5,008,850 4,710,000 5,177,650 FIRE 3,282,838 3,492,944 3,574,550 3,599,050 3,589,450 PUBLIC WORKS 3,013,390 3,014,672 3,263,750 3,157,945 3,247,150 PARKS & RECREATION 3,545,655 3,597,884 3,776,400 3,693,891 4,056,700 TRANSFERS OUT 500,000 500,000 200,000 200,000 - TOTAL EXPENDITURES 17,598,663 18,607,701 19,422,550 18,745,541 19,902,135 NET REVENUES (EXPENDITURES)(1,198,347) 260,260 (299,473) 1,027,113 39,183 BEGINNING FUND BALANCE 7,103,831 5,905,484 5,819,271 6,165,744 7,192,857 ENDING FUND BALANCE 5,905,484 6,165,744 5,519,798 7,192,857 7,232,040 ASSIGNED*210,000 119,000 119,000 123,000 127,000 RESTRICTED**387,554 403,747 275,759 439,747 439,747 UNASSIGNED FUND BALANCE 5,307,930$ 5,642,997$ 5,125,039$ 6,630,110$ 6,665,293$ * Assigned for City Manager's Contract ** Restricted for PEG fees ADMINISTRATION 8.2% FINANCE 11.1% POLICE 26.0% FIRE 18.0% PUBLIC WORKS 16.3% PARKS & RECREATION 20.4% TRANSFERS OUT 0.0% 2019 BUDGET BY DEPARTMENT 27 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES BY ACCOUNT Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES: AD VALOREM TAXES 9,967,606$ 10,897,253$ 11,764,323$ 11,656,000$ 11,920,468$ SALES TAXES 1,051,361 1,064,672 1,136,106 1,089,050 1,110,900 FRANCHISE TAXES 1,144,256 1,159,730 1,097,700 1,104,500 1,085,500 OTHER TAXES 15,955 14,330 15,000 13,800 14,000 TOTAL TAXES 12,179,178 13,135,984 14,013,129 13,863,350 14,130,868 PERMITS, LICENSES AND FEES 482,362 542,903 525,900 569,250 527,500 CHARGES FOR SERVICES 2,638,584 2,959,471 2,464,650 2,700,300 2,931,200 FINES AND FORFEITURES 134,770 164,384 137,750 154,200 154,200 INVESTMENT EARNINGS 79,585 43,227 80,700 231,900 213,300 OTHER REVENUE 371,337 417,091 390,948 743,654 424,250 TRANSFERS IN 514,500 1,604,900 1,510,000 1,510,000 1,560,000 TOTAL REVENUES 16,400,316$ 18,867,961$ 19,123,077$ 19,772,654$ 19,941,318$ EXPENDITURES: REGULAR WAGES $ 6,648,462 $ 7,116,550 $ 7,524,800 $ 6,996,500 $ 7,915,500 PART-TIME WAGES 407,612 495,042 724,200 658,700 716,100 ON CALL 19,815 19,515 20,600 17,800 20,400 OVERTIME 626,567 546,957 545,800 731,091 561,400 LONGEVITY 48,826 50,833 56,300 50,235 54,200 HEALTH & DENTAL 997,403 1,102,880 1,319,500 1,072,800 1,231,750 TMRS 957,030 1,071,031 1,149,600 1,091,900 1,139,000 FICA 572,525 609,456 657,100 621,100 676,100 WORKERS COMPENSATION 84,477 88,752 106,450 93,950 96,600 ALLOWANCES 73,355 71,065 74,600 73,300 76,500 RETIREE BENEFITS 209,000 240,400 180,000 180,000 188,600 OTHER BENEFITS 343,679 382,365 311,950 312,100 391,600 EMPLOYEE RELATIONS 26,129 17,758 24,800 20,800 30,800 PERSONNEL 11,014,878 11,812,603 12,695,700 11,920,276 13,098,550 OFFICE SUPPLIES 36,254 27,722 39,900 34,600 37,100 APPREHENSION & JAILING 1,525 1,348 1,000 1,400 1,400 OPERATING SUPPLIES 196,739 194,061 233,600 225,900 235,200 FUEL 63,389 60,780 72,000 76,500 92,000 EMERGENCY GENERATOR FUEL 3,302 4,083 3,700 3,700 3,700 TREATMENT CHEMICALS 23,295 26,979 31,100 31,100 33,100 EQUIPMENT MAINTENANCE 75,172 69,287 88,500 90,600 111,600 VEHICLE MAINTENANCE 90,881 105,218 74,000 104,700 80,600 BUILDING & GROUNDS MAINTENANCE 145,801 140,952 144,500 128,000 135,400 SWIMMING POOL MAINTENANCE 118,950 75,607 79,100 79,100 78,500 DRAINAGE MAINTENANCE 12,119 8,748 20,000 35,000 25,000 STREET MAINTENANCE 77,359 103,382 90,000 110,000 103,000 TRAFFIC CONTROL MAINTENANCE 23,751 18,402 26,000 23,000 26,000 COMMUNICATION 84,858 82,110 109,300 105,700 113,300 ELECTRIC SERVICE 369,940 327,495 350,500 323,400 342,500 STREET LIGHTING - ELECTRIC SERVICE 90,122 82,520 83,800 82,600 83,800 NATURAL GAS SERVICE 20,939 22,660 26,750 23,850 26,550 CONSULTANTS 61,732 47,236 61,000 59,000 61,000 LEGAL 161,000 185,415 185,000 185,000 185,000 EQUIPMENT LEASE/RENTAL 44,640 43,311 43,400 43,200 40,700 PROFESSIONAL DUES 27,219 26,065 32,300 33,070 33,435 PUBLICATIONS 11,133 13,592 17,300 19,850 17,900 TRAVEL & TRAINING 128,150 114,052 186,100 175,200 176,600 28 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES BY ACCOUNT Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 MUNICIPAL COURT COLLECTION FEES (3,095) - - - - CREDIT CARD FEES 36,197 42,747 42,200 53,200 56,900 OTHER CONTRACTED SERVICES 857,235 940,665 951,250 1,077,050 1,015,250 INSTRUCTOR FEES 368,480 448,977 411,200 473,000 729,900 TRI-SPORTS 125,000 125,000 125,000 125,000 125,000 GENERAL LIABILITY INSURANCE 9,640 9,280 15,000 10,000 12,000 ERRORS & OMISSIONS 20,986 20,231 25,000 19,000 20,000 LAW ENFORCEMENT LIABILITY 13,314 15,820 18,000 16,500 18,000 CRIME COVERAGE FIDELITY 1,667 1,673 2,400 2,100 3,000 AUTO LIABILITY 33,444 42,260 44,000 41,100 47,000 AUTO PHYSICAL DAMAGE 20,945 22,382 25,000 25,700 27,000 UNDERGROUND STORAGE LIABILITY 827 863 950 950 950 REAL & PERSONAL PROPERTY 80,625 85,754 115,000 92,000 105,000 DEDUCTIBLE (1,190) 2,584 10,000 10,000 10,000 COMMUNITY RELATIONS 28,223 80,402 47,300 44,300 56,600 BOARDS AND COMMITTEES 3,921 2,974 5,000 5,000 5,000 ELECTION EXPENSE - 9,803 13,000 13,000 15,000 BAD DEBT EXPENSE 233 65 - - - FURNITURE & EQUIP < $5000 48,881 9,052 12,900 2,900 5,500 FURNITURE & FIXTURES - - 9,000 9,000 - OTHER EQUIPMENT 25,723 136,434 123,400 123,795 74,900 CONSTRUCTION COSTS - 17,006 7,500 7,300 7,500 OTHER CONSTRUCTION COSTS - 16,000 42,000 42,000 26,500 TRANSFER TO FIRE SPECIAL REVENUE 206 - - - - TRANSFER TO CAPITAL PROJECT FUND - - 200,000 200,000 - TRANSFER TO CAPITAL RESERVE FUND 500,000 500,000 - - - TRANSFER TO VEHICLE REPLACEMENT FUND 336,000 331,300 390,300 390,300 343,300 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 1,342,250 1,301,100 1,394,100 1,394,100 1,435,500 TRANSFER TO EQUIPMENT REPLACEMENT FUND 866,000 851,700 653,500 653,500 575,400 CONTINGENCY - - 45,000 - 45,000 OPERATING 6,583,785$ 6,795,098$ 6,726,850$ 6,825,265$ 6,803,585$ TOTAL EXPENDITURES 17,598,663 18,607,701$ 19,422,550$ 18,745,541$ 19,902,135$ 29 AD VALOREM TAXES 59.8% SALES TAXES 5.6% FRANCHISE TAXES 5.4% OTHER TAXES 0.1% PERMITS, LICENSES AND FEES 2.6% CHARGES FOR SERVICES 14.7% FINES AND FORFEITURES 0.8% INVESTMENT EARNINGS 1.1% OTHER REVENUE 2.1% TRANSFERS IN 7.8% 2019 PROJECTED GENERAL FUND REVENUE PERSONNEL 77.0% INSURANCE 0.0% ELECTRICITY & NATURAL GAS 2.3% VEHICLE REPLACEMENT 1.7% TECHNOLOGY MANAGEMENT 8.4% EQUIPMENT REPLACEMENT 3.4% MAINTENANCE 3.3% FUEL 0.5% OTHER OPERATING 0.0% TRANSFERS 2.0% CAPITAL 0.7% 2019 GENERAL FUND EXPENDITURES BY TYPE 30 GENERAL FUND DETAIL STATEMENT OF REVENUES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 CURRENT YEAR PROPERTY TAXES $ 9,912,570 $ 10,840,595 $ 11,709,323 $ 11,600,000 $ 11,865,468 PRIOR YEAR PROPERTY TAXES 18,954 15,990 17,000 20,000 17,000 PENALTY AND INTEREST 36,082 40,667 38,000 36,000 38,000 AD VALOREM TAXES 9,967,606 10,897,253 11,764,323 11,656,000 11,920,468 SALES TAX 1,051,361 1,064,672 1,136,106 1,089,050 1,110,900 SALES TAXES 1,051,361 1,064,672 1,136,106 1,089,050 1,110,900 ELECTRICITY 549,808 549,889 549,700 548,500 547,500 NATURAL GAS 129,445 161,488 130,000 164,000 148,000 TELEPHONE 279,088 104,681 270,000 100,000 100,000 CABLE 149,017 309,969 148,000 292,000 290,000 TELEPHONE-PEG FEES 36,897 33,702 - - - FRANCHISE TAXES 1,144,256 1,159,730 1,097,700 1,104,500 1,085,500 MIXED BEVERAGE TAX 15,955 14,330 15,000 13,800 14,000 OTHER TAXES 15,955 14,330 15,000 13,800 14,000 TOTAL TAXES 12,179,178 13,135,984 14,013,129 13,863,350 14,130,868 BUILDING PERMIT 145,260 196,769 200,000 220,000 200,000 PLUMBING PERMIT 55,490 61,072 55,000 70,000 65,000 HVAC PERMIT 41,540 55,105 45,000 50,000 45,000 FENCE AND SIDEWALK PERMIT 34,227 38,010 35,000 35,000 35,000 ELECTRICAL PERMIT 36,914 39,196 37,000 40,000 37,000 TREE DISPOSITION FEE 25,875 26,895 30,000 30,000 30,000 LOW IMPACT INSPECTION FEE 16,700 15,450 16,000 15,000 16,000 ALARM PERMIT 54,402 54,074 52,400 53,400 52,400 DRAINAGE PERMIT 5,780 5,893 7,000 6,500 6,500 TREE REMOVAL PERMIT 550 450 800 500 600 FIRE SPRINKLER PERMITS 3,450 1,380 2,000 3,000 3,000 PET LICENSES 2,450 2,035 2,000 2,000 2,000 ALCOHOLIC BEVERAGE PERMIT 6,850 450 3,700 3,700 - ELECTRICAL CONTRACTOR PERMIT 10,050 6,600 - 150 - CONTRACTOR PERMIT 42,825 39,525 40,000 40,000 35,000 PERMITS, LICENSES AND FEES 482,362 542,903 525,900 569,250 527,500 PLAN CHECKING FEE 71,094 95,177 95,000 100,000 95,000 ZPC & ZBA FEES 3,825 1,414 3,000 4,000 2,500 BUILDING STANDARDS FEE 300 250 400 400 400 RE-INSPECTION FEE - 300 - - - PLAT REVIEW FEE 1,250 720 1,000 1,000 1,000 PREMATURE WORK FEE 103,619 75,885 85,000 70,000 75,000 AMBULANCE SERVICE 140,867 145,371 145,000 145,000 145,000 CHILD SAFETY 18,931 18,319 18,000 18,400 18,000 ALARM MONITORING 707,939 711,318 700,000 709,000 700,000 OTHER FEES AND PERMITS 16,868 17,077 15,000 21,000 15,000 SENIOR SERVICES EVENTS 65,754 75,803 49,300 65,000 65,000 RENTALS - COMMUNITY BUILDING 45,963 58,582 34,400 52,000 52,000 MEMBERSHIPS - RECREATION CENTER 205,720 216,016 198,900 216,400 208,400 DAY PASS - RECREATION CENTER 17,703 18,680 21,000 16,400 14,700 31 GENERAL FUND DETAIL STATEMENT OF REVENUES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 AQUATIC CLASS FEES - RECREATION CENTER 245,057 332,974 200,000 306,200 593,600 CONTRACTOR USE FEES - RECREATION CENTER 226,450 225,350 170,000 125,000 17,100 RENTALS - RECREATION CENTER (25) 25 - - - RECREATION CENTER - SPECIAL EVENTS 250 - - - - MEMBERSHIPS - COLONIAL PARK 148,331 151,829 152,000 170,400 170,400 DAY PASS - COLONIAL PARK 57,211 52,271 61,400 57,500 56,900 COLONIAL PARK - SPECIAL EVENTS 4,340 4,960 3,300 1,000 1,000 POOL RENTAL - COLONIAL PARK 47,529 39,174 35,600 39,400 35,400 PAVILION RENTAL - COLONIAL PARK 13,410 13,325 10,100 13,900 12,500 CONCESSIONS - COLONIAL PARK - 289 - 5,100 2,000 CONTRACTOR USE FEES - COLONIAL PARK 3,800 3,600 2,800 6,800 6,200 MISCELLANEOUS - CULT & REC 491,064 545,193 461,300 550,800 495,700 FALSE ALARM FEE (655) 7,025 250 4,000 4,000 PET IMPOUNDMENT 1,020 1,160 1,000 600 1,000 RESEARCH & COPIES 757 685 700 800 700 AUTO DECALS 212 201 200 200 200 TRANSFER FROM EMPLOYEE BENEFIT FUND - 146,500 - - 142,500 CHARGES FOR SERVICES 2,638,584 2,959,471 2,464,650 2,700,300 2,931,200 MUNICPAL COURT FINES 132,488 160,462 135,000 150,000 150,000 TRAFFIC FINES 1,782 2,747 2,000 3,000 3,000 CHILD SAFETY FEE 500 1,175 750 1,200 1,200 FINES AND FORFEITURES 134,770 164,384 137,750 154,200 154,200 EARNINGS ON INVESTMENTS 79,585 103,913 80,700 231,900 213,300 GAIN/LOSS ON INVESTMENTS - (60,685) INVESTMENT EARNINGS 79,585 43,227 80,700 231,900 213,300 FEMA REIMBURSEMENT - - - 253,800 26,250 SOUTHSIDE PLACE 233,155 254,744 254,743 256,954 256,900 SALE OF CITY PROPERTY 6,276 1,802 - 49,400 - NSF CHECKS 70 275 100 100 - CASH OVER/SHORT 156 (127) - - - MISCELLANEOUS 22,330 38,372 10,000 22,400 10,000 CYCLONE CYCLES 27,900 44,500 46,305 81,400 49,100 GOODE COMPANY 81,450 77,526 79,800 79,600 82,000 OTHER REVENUE 371,337 417,091 390,948 743,654 424,250 TRANSFER FROM WATER & SEWER FUND 204,500 1,545,500 1,250,000 1,250,000 1,250,000 TRANSFER FROM SOLID WASTE FUND 310,000 59,400 260,000 260,000 310,000 TRANSFERS IN 514,500 1,604,900 1,510,000 1,510,000 1,560,000 TOTAL REVENUE 16,400,316$ 18,867,961$ 19,123,077$ 19,772,654$ 19,941,318$ 32 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, policies established by the City Council. ADMINISTRATION DEPARTMENT DIVISIONS Administration – The City Manager, City Secretary, Human Resources Director and Communications 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. (2019 Budget $1,392,085) City Council – Costs directly associated with the City Council; including council salaries, legal fees and election expenditures. (2019 Budget $231,600) ADMINISTRATION DEPARTMENT 2019 GOALS  Implement goals as set by City Council, while providing fiscal responsibility and professional management of the City on a day-to-day basis.  To inform and engage residents, strengthen and expand the City’s reputation, and foster community pride and cooperation through strategic and creative use of a variety of resources, both digital and traditional.  Retain and recruit qualified employees though compensation and benefit programs that support the Council’s “Employer of Choice” directive.  Actively encourage employees, covered spouses and retirees to participate in the city’s wellness program.  Assist departments in the development of strong employee succession plans and succession training, including creating opportunities for internships with local universities.  Ensure legal adherence and proper maintenance of historical city records through the use of electronic storage capabilities which streamline the capture, retention and appropriate destruction of record in accordance with the City’s retention schedule. BUDGET HIGHLIGHTS  Authorized full-time employees – 6 (2018 authorized full-time employees – 6).  Legal fees – $185,000 (2018 budget - $185,000).  Technology Management Fund charges assessed - $133,600 (2018 budget - $134,800).  Total budget - $1,623,685 (2018 total budget - $1,474,450). 33 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Administration Personnel 535,084$ 790,729$ 950,600$ 864,030$ 1,090,000$ Operating charges 212,579 199,005 291,250 264,050 302,085 Total 747,663 989,734 1,241,850 1,128,080 1,392,085 Council Personnel 15,502 15,510 15,600 15,550 15,600 Operating charges 173,427 203,831 217,000 217,000 216,000 Total 188,929 219,340 232,600 232,550 231,600 Total Department 936,592$ 1,209,075$ 1,474,450$ 1,360,630$ 1,623,685$ Administration Department Staffing Schedule 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Administration City Manager G50 1 1 HR Director G41 1 1 112,207 190,753 City Secretary G40 1 1 106,864 181,669 Communications Director G40 1 1 106,864 181,669 Executive Assistant G16 1 1 48,972 71,009 HR Generalist G15 1 1 41,638 60,376 Total Administration Department 6 6 ADMINISTRATION DEPARTMENT SALARY RANGE Determined by Council 34 Administration Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 377,958 $ 568,535 $ 675,600 $ 638,600 $ 809,900 PART-TIME WAGES 8,429 14,532 15,000 - 15,000 OVERTIME 2,777 3,285 3,500 3,600 3,500 LONGEVITY 1,555 2,485 2,800 2,030 2,200 HEALTH & DENTAL 38,806 49,383 70,100 46,000 52,800 TMRS 50,390 82,099 97,100 91,700 109,800 FICA 29,066 39,947 49,400 49,800 51,400 WORKERS COMPENSATION 808 1,194 1,450 1,300 1,300 ALLOWANCES 14,015 21,720 22,700 23,000 26,200 OTHER BENEFITS 3,255 3,741 2,950 2,400 2,900 EMPLOYEE RELATIONS 8,026 3,807 10,000 5,600 15,000 PERSONNEL 535,084 790,729 950,600 864,030 1,090,000 OFFICE SUPPLIES 6,955 5,603 7,200 7,000 7,000 COMMUNICATION 44,353 32,209 55,000 55,000 55,000 CONSULTANTS 6,786 - 5,000 3,000 5,000 EQUIPMENT LEASE/RENTAL 8,607 9,937 10,000 10,000 10,000 PROFESSIONAL DUES 7,095 7,709 7,250 7,250 7,985 PUBLICATIONS 2,027 4,009 2,000 2,000 4,500 TRAVEL & TRAINING 10,689 6,428 20,000 25,000 20,000 OTHER CONTRACTED SERVICES - - - 15,000 - COMMUNITY RELATIONS 567 410 5,000 5,000 14,000 ELECTION EXPENSE - - - - - TRANSFER TO TECHNOLOGY MANAGEMENT FUND 125,500 132,700 134,800 134,800 133,600 CONTINGENCY - - 45,000 - 45,000 OPERATING 212,579 199,005 291,250 264,050 302,085 ADMINISTRATION DIVISION TOTAL 747,663$ 989,734$ 1,241,850$ 1,128,080$ 1,392,085$ ADMINISTRATION DEPARTMENT 35 City Council Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 14,400 $ 14,400 $ - $ - $ - PART-TIME WAGES - - 14,400 14,400 14,400 FICA 1,102 1,102 1,100 1,100 1,100 WORKERS COMPENSATION - 8 100 50 100 PERSONNEL 15,502 15,510 15,600 15,550 15,600 COMMUNICATION - 23 - - - LEGAL 161,000 185,415 185,000 185,000 185,000 PROFESSIONAL DUES 1,281 1,281 2,500 2,500 2,500 PUBLICATIONS 2,042 1,280 2,500 2,500 2,500 TRAVEL & TRAINING 6,773 2,976 9,000 9,000 6,000 COMMUNITY RELATIONS 2,330 3,052 5,000 5,000 5,000 ELECTION EXPENSE - 9,803 13,000 13,000 15,000 OPERATING 173,427 203,831 217,000 217,000 216,000 CITY COUNCIL DIVISION TOTAL 188,929$ 219,340$ 232,600$ 232,550$ 231,600$ ADMINISTRATION DEPARTMENT 36 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. (2019 Budget - $919,100) Municipal Court – Administers the city’s municipal court. (2019 Budget - $275,050) City-Wide – Provides for expenditures, such as insurance and utilities, which cannot be allocated to other departments in a satisfactory way. (2019 Budget - $1,013,350) FINANCE DEPARTMENT 2019 GOALS ∗ Continue to review and update, as necessary, the City’s financial policies, including policies and procedures for accounting for disasters. ∗ Review and update, as necessary, all financial processes such as financial reporting and auditing, bank reconciliations, accounts payable, payroll, utility billing, and municipal court. ∗ Continue Government Finance internship program. FINANCE DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees - 5 (2018 authorized full-time employees – 5). ∗ Total budget - $2,207,500 (2018 total budget - $2,124,550). 37 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Finance Personnel 445,916$ 444,544$ 448,000$ 344,405$ 438,800$ Operating charges 386,283 523,910 445,600 544,720 480,300 Capital 495 - - - - Total 832,693 968,455 893,600 889,125 919,100 Municipal Court Personnel 223,658 251,318 249,800 234,000 256,950 Operating charges 8,087 13,052 17,500 13,750 18,100 Total 231,744 264,370 267,300 247,750 275,050 City-Wide Charges Operating charges 918,257 984,721 963,650 887,150 1,013,350 Total 918,257 984,721 963,650 887,150 1,013,350 Total Department 1,982,695$ 2,217,546$ 2,124,550$ 2,024,025$ 2,207,500$ Finance Department Staffing Schedule 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Finance Accounting Finance Director G42 1 1 117,818 200,290 Treasurer G32 1 1 89,541 143,266 Fiscal Services Officer G22 1 1 58,859 88,288 Municipal Court Municipal Court Clerk G17 1 1 52,400 75,981 Accounting Specialist-AP G15 1 1 41,638 60,376 Total Finance 5 5 FINANCE DEPARTMENT SALARY RANGE 38 Finance Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 323,993 $ 309,330 $ 306,600 $ 236,700 $ 297,900 PART-TIME WAGES 6,742 20,202 23,400 14,700 23,400 OVERTIME - 162 - - - LONGEVITY 971 387 500 105 200 HEALTH & DENTAL 34,905 32,688 38,700 34,000 43,300 TMRS 42,327 43,694 43,100 31,700 39,700 FICA 23,843 25,904 24,900 17,700 23,700 WORKERS COMPENSATION 685 698 700 500 600 ALLOWANCES 6,840 5,804 5,700 5,700 5,700 OTHER BENEFITS 2,612 1,854 1,400 900 1,300 EMPLOYEE RELATIONS 2,997 3,821 3,000 2,400 3,000 PERSONNEL 445,916 444,544 448,000 344,405 438,800 OFFICE SUPPLIES 5,224 5,209 5,000 5,000 5,000 EQUIPMENT MAINTENANCE - - 500 200 500 COMMUNICATION 1,961 1,855 2,500 1,700 2,200 EQUIPMENT LEASE/RENTAL 8,436 7,067 4,600 4,400 4,600 PROFESSIONAL DUES 2,546 1,671 1,900 1,420 1,800 PUBLICATIONS 324 2,396 400 3,700 2,500 TRAVEL & TRAINING 6,207 2,449 11,500 3,300 7,800 CREDIT CARD FEES 251 - - - - OTHER CONTRACTED SERVICES 228,682 367,263 280,500 386,300 318,900 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 132,650 136,000 138,700 138,700 137,000 OPERATING 386,283 523,910 445,600 544,720 480,300 FURNITURE & EQUIP <$5000 495 - - - - CAPITAL OUTLAY 495 - - - - FINANCE DIVISION TOTAL 832,693$ 968,455$ 893,600$ 889,125$ 919,100$ FINANCE DEPARTMENT 39 Municipal Court Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 151,413 $ 149,658 $ 124,400 $ 118,900 $ 131,300 PART-TIME WAGES 14,923 31,773 61,400 55,300 61,300 OVERTIME 7,008 14,243 8,000 6,000 8,000 LONGEVITY 2,560 2,680 2,800 2,800 3,000 HEALTH & DENTAL 16,083 17,871 18,700 18,100 18,550 TMRS 16,835 19,098 18,700 18,300 18,600 FICA 13,046 14,512 14,700 13,600 15,100 WORKERS COMPENSATION 346 356 400 400 400 OTHER BENEFITS 1,443 1,126 700 600 700 PERSONNEL 223,658 251,318 249,800 234,000 256,950 OFFICE SUPPLIES 424 247 3,000 500 3,000 COMMUNICATION 192 343 1,000 300 1,000 PROFESSIONAL DUES 333 537 600 600 600 PUBLICATIONS 36 476 500 750 600 TRAVEL & TRAINING 2,676 2,975 3,500 3,000 4,000 MUNICIPAL COURT COLLECTION FEES (3,095) - - - - CREDIT CARD FEES 20 3,811 3,900 3,600 3,900 OTHER CONTRACTED SERVICES 7,500 4,664 5,000 5,000 5,000 OPERATING 8,087 13,052 17,500 13,750 18,100 MUNICIPAL COURT DIVISION TOTAL 231,744$ 264,370$ 267,300$ 247,750$ 275,050$ FINANCE DEPARTMENT 40 City-Wide Division Budget Detail by Line Item Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 HEALTH & DENTAL $ - $ - $ 20,000 $ 2,500 $ 5,000 RETIREE BENEFITS 209,000 240,400 180,000 180,000 188,600 OTHER BENEFITS 269,234 325,000 274,500 274,500 348,300 ELECTRIC SERVICE 180,757 149,442 166,000 144,000 160,000 STREET LIGHTING - ELECTRIC SERVICE 90,122 82,520 83,800 82,600 83,800 NATURAL GAS SERVICE 1,967 2,267 2,000 2,700 2,700 GENERAL LIABILITY INSURANCE 9,640 9,280 15,000 10,000 12,000 ERRORS & OMISSIONS 20,986 20,231 25,000 19,000 20,000 CRIME COVERAGE FIDELITY 1,667 1,673 2,400 2,100 3,000 AUTO LIABILITY 33,444 42,260 44,000 41,100 47,000 AUTO PHYSICAL DAMAGE 20,945 22,382 25,000 25,700 27,000 UNDERGROUND STORAGE LIABILITY 827 863 950 950 950 REAL & PERSONAL PROPERTY 80,625 85,754 115,000 92,000 105,000 DEDUCTIBLE (1,190) 2,584 10,000 10,000 10,000 BAD DEBT EXPENSE 233 65 - - - CITY-WIDE DIVISION TOTAL 918,257$ 984,721$ 963,650$ 887,150$ 1,013,350$ FINANCE DEPARTMENT 41 POLICE DEPARTMENT The Police Department is established and shall be maintained to preserve order and to protect citizens from violence and their property from damage and loss. POLICE DEPARTMENT MISSION It is the mission of the West University Place Police Department to safeguard the lives and property of the people we serve, to reduce the incidence and fear of crime, and to enhance public safety while working to improve the community’s quality of life. POLICE DEPARTMENT DIVISIONS Patrol – Provides patrol, enforcement and investigative services. (2019 Budget - $4,134,650) 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. (2019 Budget - $1,043,000) POLICE DEPARTMENT 2019 GOALS * Finalize the necessary requirements in order to establish a West University Place Police Department Employee Fitness Program. * Fill department vacancies, as they arise, to ensure appropriate staffing of all divisions and shifts, to maintain quality of service to the community. * Continue to utilize shift flex days to aid in the reduction of overtime. * Ensure officers receive appropriate tactical training in order to respond appropriately to various high risk incidents. * Utilize the Sam Houston State University’s LEMIT Module Training for shift supervisor development. * Coordinate with outside agencies in order to share information that assist in criminal investigations. * Implementation of an updated CAD/RMS system. * Investigations will become proactive, targeting people/businesses that purchase property stolen from West U or contribute to thefts/burglaries in West U. * Recertify TPCA Best Practices. POLICE DEPARTMENT BUDGET HIGHLIGHTS * Authorized full-time employees – 38 (2018 authorized full-time employees – 38). * Total budget - $5,177,650 (2018 total budget - $5,008,850). 42 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Patrol Personnel 2,713,223$ 2,858,894$ 3,167,800$ 3,000,300$ 3,258,100$ Operating charges 802,852 761,613 854,050 864,500 876,550 Capital - 111,294 - - - Total 3,516,074 3,731,801 4,021,850 3,864,800 4,134,650 Support Services Personnel 820,149 841,840 984,200 842,700 1,040,200 Operating charges 1,269 1,939 2,800 2,500 2,800 Total 821,418 843,778 987,000 845,200 1,043,000 Total Department 4,337,493$ 4,575,579$ 5,008,850$ 4,710,000$ 5,177,650$ Police Department Staffing Schedule 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Police Department Patrol Police Chief G42 1 1 117,818 200,290 Police Captain G33 1 1 93,823 150,116 Police Sergeant P23 5 5 76,889 103,801 Police Officer P22 19 19 60,317 81,429 Support Services Support Services Manager G31 1 1 71,309 114,095 Administrative Assistant-PD G15 1 1 41,638 60,376 Emergency Telecommunications Operator G15 9 9 41,638 60,376 Office Assistant- Direct Link G14 1 1 35,887 52,036 Total Police 38 38 POLICE DEPARTMENT SALARY RANGE 43 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 1,639,320 $ 1,842,191 $ 2,024,700 $ 1,938,800 $ 2,120,500 PART-TIME WAGES - - - - - OVERTIME 352,117 227,981 245,000 245,000 245,000 LONGEVITY 9,220 10,692 12,200 11,400 12,200 HEALTH & DENTAL 242,118 277,552 341,900 290,600 328,000 TMRS 261,469 288,800 315,200 300,000 311,900 FICA 147,245 153,382 168,300 155,300 174,700 WORKERS COMPENSATION 31,930 32,922 40,500 37,000 41,200 ALLOWANCES 6,840 7,356 6,900 7,700 7,700 OTHER BENEFITS 17,845 15,358 10,600 11,000 13,400 EMPLOYEE RELATIONS 5,118 2,662 2,500 3,500 3,500 PERSONNEL 2,713,223 2,858,894 3,167,800 3,000,300 3,258,100 OFFICE SUPPLIES 7,066 8,329 8,600 8,600 8,600 APPREHENSION & JAILING 1,525 1,348 1,000 1,400 1,400 OPERATING SUPPLIES 52,727 38,867 55,000 55,000 55,000 FUEL 38,775 36,066 43,000 45,000 54,000 EQUIPMENT MAINTENANCE 243 1,447 5,000 2,300 2,300 VEHICLE MAINTENANCE 39,922 40,016 25,000 35,000 25,000 COMMUNICATION 946 724 2,000 2,000 2,000 CONSULTANTS 6,825 5,379 6,000 6,000 6,000 EQUIPMENT LEASE/RENTAL 6,857 6,229 6,000 6,300 6,300 PROFESSIONAL DUES 3,448 2,449 2,050 4,000 3,050 PUBLICATIONS 4,811 3,651 5,000 5,000 5,000 TRAVEL & TRAINING 31,416 26,175 35,000 35,000 35,000 LAW ENFORCEMENT LIABILITY 13,314 15,820 18,000 16,500 18,000 COMMUNITY RELATIONS 975 913 1,000 1,000 1,000 TRANSFER TO VEHICLE REPLACEMENT FUND 103,000 99,000 100,000 100,000 104,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 491,000 475,200 541,400 541,400 549,900 OPERATING 802,852 761,613 854,050 864,500 876,550 FURNITURE & EQUIP <$5000 - - - - - OTHER EQUIPMENT - 111,294 - - - CAPITAL - 111,294 - - - PATROL DIVISION TOTAL 3,516,074$ 3,731,801$ 4,021,850$ 3,864,800$ 4,134,650$ POLICE DEPARTMENT Patrol Division Line Item Budget 44 Support Services Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 496,439 $ 516,044 $ 613,200 $ 508,100 $ 649,300 ON CALL 240 - - - - OVERTIME 103,957 86,595 80,000 93,000 80,000 LONGEVITY 4,515 4,770 5,300 5,200 5,500 HEALTH & DENTAL 79,194 96,075 130,700 107,900 149,000 TMRS 79,033 83,706 96,500 80,000 96,100 FICA 45,626 45,326 51,800 42,700 53,500 WORKERS COMPENSATION 2,030 2,263 1,300 1,100 1,300 ALLOWANCES 2,040 2,040 2,100 2,100 2,100 OTHER BENEFITS 7,076 5,021 3,300 2,600 3,400 PERSONNEL 820,149 841,840 984,200 842,700 1,040,200 TRAVEL & TRAINING 1,269 1,939 2,800 2,500 2,800 OPERATING 1,269 1,939 2,800 2,500 2,800 COMMUNICATIONS DIVISION TOTAL 821,418$ 843,778$ 987,000$ 845,200$ 1,043,000$ POLICE DEPARTMENT 45 FIRE DEPARTMENT The Fire Department is responsible for providing Fire Protection, Emergency Medical Services and Emergency Management services to the community. FIRE DEPARTMENT MISSION  To protect our citizens from the ravages of fire and other disasters  To provide the highest quality emergency medical services to the sick and injured  To deliver the highest level of customer service to the community  To support and maintain a reliable, responsible, well trained and motivated workforce FIRE DEPARTMENT DIVISION Fire – Provides fire inspections, fire prevention, fire suppression, public education, emergency medical service, and emergency management coordination. FIRE DEPARTMENT 2019 GOALS  To provide superior Fire & EMS response services to the community.  To provide the highest level of customer service to the community and to other departments within the City.  Eensure all department members receive superior Fire & EMS training, thereby continuing a history of service excellence.  Support employee development efforts by providing management and leadership training for all members.  Focus on reducing Fire & EMS turn-out time to maintain benchmark standards.  Support public education by offering life-saving education programs within West University Place.  Maintain fire and life safety inspection efforts to ensure commercial occupancies are properly maintained through the enforcement of adopted codes and ordinances. FIRE DEPARTMENT BUDGET HIGHLIGHTS  Authorized full-time employees – 23 (2018 authorized full-time employees – 23).  Total budget - $3,589,450 (2018 total budget - $3,574,550). 46 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Fire Personnel 2,670,116$ 2,873,736$ 2,873,700$ 2,888,200$ 2,907,300$ Operating charges 585,724 599,404 678,550 685,550 621,750 Capital 26,998 19,805 22,300 25,300 60,400 Total 3,282,838 3,492,944 3,574,550 3,599,050 3,589,450 Total Department 3,282,838$ 3,492,944$ 3,574,550$ 3,599,050$ 3,589,450$ Fire Department Staffing Schedule 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Fire Department Fire Chief G42 1 1 117,818 200,290 Fire Marshal/ Assistant Chief G33 1 1 93,823 150,116 Fire Captain F24 3 3 93,670 111,546 Fire Lieutenant F23 3 3 89,209 106,234 Firefighter/ Paramedic F21 15 15 56,398 77,828 Total Fire Department 23 23 FIRE DEPARTMENT SALARY RANGE 47 Fire Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 1,764,584 $ 1,872,455 $ 1,855,700 $ 1,731,100 $ 1,894,000 OVERTIME 121,901 164,185 170,000 348,400 185,000 LONGEVITY 15,619 14,241 15,200 12,700 13,300 HEALTH & DENTAL 318,776 338,245 351,200 299,200 339,000 TMRS 248,619 284,005 282,200 291,500 273,900 FICA 142,771 149,483 150,000 155,400 153,600 WORKERS COMPENSATION 24,940 25,756 29,300 27,900 25,300 ALLOWANCES 8,880 8,880 8,900 8,900 8,900 OTHER BENEFITS 20,409 14,015 8,700 10,600 11,800 EMPLOYEE RELATIONS 3,619 2,471 2,500 2,500 2,500 PERSONNEL 2,670,116 2,873,736 2,873,700 2,888,200 2,907,300 OFFICE SUPPLIES 3,445 2,031 3,000 3,000 3,000 OPERATING SUPPLIES 37,865 41,876 45,000 45,000 45,000 FUEL 7,424 8,162 10,000 10,000 12,000 EQUIPMENT MAINTENANCE 18,218 9,611 16,000 16,000 16,000 VEHICLE MAINTENANCE 31,228 44,099 35,000 42,000 42,000 COMMUNICATION 310 260 500 500 500 PROFESSIONAL DUES 4,268 4,295 4,800 4,800 4,800 PUBLICATIONS 1,305 1,385 3,500 3,500 1,500 TRAVEL & TRAINING 27,045 33,586 44,300 44,300 44,300 OTHER CONTRACTED SERVICES 34,203 34,963 34,550 34,550 39,350 COMMUNITY RELATIONS 2,708 3,335 4,000 4,000 4,000 TRANSFER TO FIRE SPECIAL REVENUE 206 - - - - TRANSFER TO VEHICLE REPLACEMENT FUND 159,000 158,000 219,000 219,000 168,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 196,000 210,400 214,100 214,100 222,700 TRANSFER TO EQUIPMENT REPLACEMENT FUND 62,500 47,400 44,800 44,800 18,600 OPERATING 585,724 599,404 678,550 685,550 621,750 FURNITURE & EQUIP <$5000 1,275 - 2,900 2,900 1,500 OTHER EQUIPMENT 25,723 19,805 19,400 22,400 58,900 CAPITAL 26,998 19,805 22,300 25,300 60,400 FIRE DIVISION TOTAL 3,282,838$ 3,492,944$ 3,574,550$ 3,599,050$ 3,589,450$ FIRE DEPARTMENT 48 PUBLIC WORKS DEPARTMENT The Public Works Department is a diverse department and is responsible for the following services: • Permits • Inspections • Planning & Land Use • Code Enforcement • Animal Control • Storm Water Drainage • Traffic Control • Fleet Maintenance • Facility Maintenance • Engineering • Capital Improvement Projects • Streets & Sidewalks PUBLIC WORKS DEPARTMENT MISSION To provide exceptional customer service, maintain the City’s vision of a safe neighborhood community and strive to enhance the quality of life enjoyed by all residents. PUBLIC WORKS DEPARTMENT DIVISIONS Administration – Provides management and leadership for the entire Department and is responsible for customer service, emergency management, contract administration, personnel management, public education and managing the City’s Capital Improvement Program. Supports the City’s Administration Office as Assistant City Manager. (2019 Budget - $356,400) Development Services – Provides plan review, permits and inspection services to ensure that all residential and commercial buildings comply with the City’s building, plumbing and electrical codes. (2019 Budget - $555,500) Streets & Drainage – Maintains the City’s streets and storm water drainage system. (2019 Budget -$419,700) Facilities Management – Maintains and oversees the City’s buildings and related equipment. (2019 Budget - $866,500) General Services – Provides fleet maintenance service for nearly 82 vehicles and equipment, and manages and maintains the City’s traffic control systems. (2019 Budget - $692,150) Planning – Reviews plats, site plans and rezoning applications to ensure compliance with the City’s development policies, codes and planning, as well as enforces City Codes and animal related ordinances. (2019 Budget - $356,900) PUBLIC WORKS DEPARTMENT 2019 GOALS ADMINISTRATION: ∗ Continue monitoring and reporting of neighboring agencies infrastructure reconstruction projects to minimize disruptive impact on West U. ∗ Enhance City owned property acquisitions to be ready and available to maximize their benefit to the City (Westpark and Ruffino Hills). ∗ Identify funding sources for major equipment replacement and “pay-as-you -go” capital improvement projects. ∗ Complete accreditation process with the American Public Works Association (APWA). ∗ Investigate grant opportunities for funding flood mitigation and prevention projects beneficial to residents. ∗ Develop enhancements to the City Management Intern program. 49 PUBLIC WORKS DEPARTMENT 2019 GOALS (cont’d) ∗ Maintain current certifications, licenses and continuing education requirements for staff. ∗ Continue succession, employee development and management oversight program. DEVELOPMENT SERVICES: ∗ Continue review of City’s permit process to ensure best practices are being followed and where possible, streamline the submittals and issuing permits timeline. ∗ Continue updates to permit forms and process. ∗ Complete the Community Rating System application. ∗ Complete electronic retention of plans, permit and inspections. ∗ Continue review of floodplain regulations for possible changes in the building code. STREETS & DRAINAGE: ∗ Monitor and review conditions and the need for rehabilitation of streets in Priority Areas 1, 2 and 3, while maintaining roadways until funding is available for the replacement of streets. ∗ Continue design for the Buffalo Speedway Reconstruction & Drainage Project. ∗ Pursue grant funding to assist with construction of drainage improvements associated with the Buffalo Speedway Reconstruction. ∗ Pursue grant funding for drainage improvements for the Shared Drainage System with Southside Place. ∗ Complete video inspection of all primary and secondary storm sewer conduits within the City’s drainage system associated with the Buffalo Speedway Reconstruction Project. Perform cleaning and maintenance as found necessary. FACILITIES MAINTENANCE: ∗ Review and update replacement guidelines for major mechanical equipment. ∗ Complete implementation of software management program for inventory, work orders and preventative maintenance. ∗ Evaluate green energy alternatives for City municipal facilities to lower energy and water consumption. ∗ Continue employee development through technical, management and leadership training. ∗ Develop a reoccurring 5-year facilities assessment program to ensure preventative maintenance programs are meeting their objectives. ∗ Complete the equipment replacement list for the preventative maintenance program. 50 PUBLIC WORKS DEPARTMENT 2019 GOALS (cont’d) GENERAL SERVICES: ∗ Complete implementation of software fleet management program for inventory, work orders and preventative maintenance. ∗ Strengthen relationship with the Harris County Mosquito Control Division and re-evaluate the City’s current mosquito spraying schedule. ∗ Increase public education efforts and enforcement of vegetation maintenance over roads, sidewalks and regulatory signs throughout the City. ∗ Review maintenance procedures for Fleet and Traffic Divisions and update the Comprehensive Policy and Procedures Manuals as necessary. ∗ Exceed compliance with the Manual on Uniform Traffic Control Devices (MUTCD) standards for all road and street pavement markings in the City through continual inspections and use of high quality materials. ∗ Explore national recognition programs for the City’s Fleet and Traffic operations. ∗ Continue employee development through technical, management and leadership training PLANNING: ∗ Review ordinances regarding parking nuisances and propose revisions where necessary and practical. ∗ Evaluate tree preservation regulations that focus on the preservation of canopy coverage and site conditions versus preservation of individual trees. ∗ Complete review and update to the City’s Subdivision Regulation. ∗ Develop and refine code compliance procedures for non-compliant and substandard structures. ∗ Review possible updates to requirements for lighting, noise, fence like hedges, and balconies/front porches. ∗ Review general ordinances for compliance with state requirements and incorporating best practices. PUBLIC WORKS DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees - 18 (2018 authorized full-time employees – 18). ∗ Total budget - $3,247,150 (2018 total budget - $3,263,750). 51 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Public Works Administration Personnel 247,116$ 185,693$ 175,700$ 186,600$ 192,300$ Operating charges 148,359 137,635 160,000 158,400 164,100 Total 395,476 323,327 335,700 345,000 356,400 Development Services Personnel 427,740 482,270 505,200 488,000 510,600 Operating charges 18,701 20,778 26,500 29,300 38,900 Capital - 1,280 6,000 3,500 6,000 Total 446,442 504,327 537,700 520,800 555,500 Streets & Drainage Personnel 132,284 145,747 141,500 94,700 152,900 Operating charges 289,537 310,113 262,800 296,400 266,800 Capital - 1,461 28,000 27,895 - Total 421,821 457,321 432,300 418,995 419,700 Facilities Maintenance Personnel 214,681 113,355 219,200 160,700 182,300 Operating charges 579,446 558,656 590,300 587,600 657,700 Capital - 19,874 96,000 96,000 26,500 Total 794,127 691,885 905,500 844,300 866,500 General Services Personnel 384,963 410,619 427,200 426,100 444,000 Operating charges 280,806 309,601 259,550 277,050 230,650 Capital - 17,006 23,500 23,300 17,500 Total 665,769 737,226 710,250 726,450 692,150 Planning Personnel 211,282 219,906 229,400 195,400 239,700 Operating charges 78,473 80,680 102,900 107,000 117,200 Capital - - 10,000 - - Total 289,756 300,586 342,300 302,400 356,900 Total Department 3,013,390$ 3,014,672$ 3,263,750$ 3,157,945$ 3,247,150$ PUBLIC WORKS DEPARTMENT 52 Public Works Staffing Schedule (General Fund) 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Public Works Public Works Administration Asst City Mgr/ Public Works Director G41 1 1 112,207 190,753 Development Services Chief Building Official G32 1 1 89,541 143,266 Administrative Coordinator G17 1 1 52,400 75,981 Building Inspector G16 2 2 48,972 71,009 Permit Technician G14 2 2 35,887 52,036 Operations Maintenance Worker III G15 1 1 41,638 60,376 Maintenance Worker I G12 1 1 28,313 41,054 Facilities Maintenance Facilities Maintenance Manager G31 1 1 71,309 114,095 Facilities Maintenance Technician G15 1 1 41,638 60,376 General Services General Services Superintendent G32 1 1 89,541 143,266 Lead Mechanic G17 1 1 52,400 75,981 Lead Traffic Technician G16 1 1 48,972 71,009 Mechanic G15 1 1 41,638 60,376 Traffic Technician G14 1 1 35,887 52,036 Planning City Planner G32 1 1 89,541 143,266 Code Enforcement/Animal Control Officer G15 1 1 41,638 60,376 Total Public Works 18 18 SALARY RANGE PUBLIC WORKS DEPARTMENT 53 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 187,373 $ 132,293 $ 122,400 $ 132,100 $ 137,400 OVERTIME 227 - - - - LONGEVITY 676 745 900 800 900 HEALTH & DENTAL 7,615 11,132 11,100 10,700 11,000 TMRS 25,534 19,226 18,000 19,200 19,000 FICA 10,712 10,080 9,700 10,300 10,400 WORKERS COMPENSATION 391 308 300 300 300 ALLOWANCES 7,990 6,840 6,900 6,900 6,900 OTHER BENEFITS 1,256 825 600 500 600 EMPLOYEE RELATIONS 5,342 4,244 5,800 5,800 5,800 PERSONNEL 247,116 185,693 175,700 186,600 192,300 OFFICE SUPPLIES 5,437 1,031 4,500 4,500 4,500 OPERATING SUPPLIES 1,311 677 2,000 2,000 2,000 COMMUNICATION 87 1,202 5,000 4,000 1,000 ELECTRIC SERVICE 7,149 6,510 7,000 6,400 6,500 CONSULTANTS 31,425 29,033 35,000 35,000 35,000 EQUIPMENT LEASE/RENTAL 7,083 6,624 7,500 7,500 7,500 PROFESSIONAL DUES 864 1,193 2,000 2,000 2,000 TRAVEL & TRAINING 7,076 4,392 6,500 6,500 6,500 CREDIT CARD FEES 8,758 9,158 9,500 9,500 9,500 OTHER CONTRACTED SERVICES 25,754 21,129 20,000 20,000 16,000 COMMUNITY RELATIONS 3,415 587 1,000 1,000 1,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 50,000 56,100 60,000 60,000 72,600 OPERATING 148,359 137,635 160,000 158,400 164,100 PUBLIC WORKS ADMINISTRATION DIVISION TOTAL 395,476$ 323,327$ 335,700$ 345,000$ 356,400$ Public Works Administration Division Line Item Budget PUBLIC WORKS DEPARTMENT 54 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 311,113 $ 346,060 $ 357,500 $ 353,000 $ 373,800 OVERTIME 6,004 6,410 3,500 4,000 4,300 LONGEVITY 2,840 3,220 3,600 3,600 4,000 HEALTH & DENTAL 34,727 43,605 57,200 45,100 44,400 TMRS 41,892 49,753 50,600 50,200 50,100 FICA 24,195 26,890 27,600 27,300 29,000 WORKERS COMPENSATION 953 999 1,200 1,000 1,000 ALLOWANCES 2,040 2,040 2,100 2,100 2,100 OTHER BENEFITS 3,941 3,293 1,900 1,700 1,900 EMPLOYEE RELATIONS 35 - - - - PERSONNEL 427,740 482,270 505,200 488,000 510,600 OFFICE SUPPLIES 737 903 - - - OPERATING SUPPLIES 2,251 2,855 3,200 3,000 5,100 FUEL 1,074 1,036 1,000 1,200 2,000 VEHICLE MAINTENANCE 1,071 417 1,000 2,500 1,000 COMMUNICATION 232 148 1,000 500 1,000 EQUIPMENT LEASE/RENTAL 1,357 1,358 1,800 1,800 1,800 PROFESSIONAL DUES 631 785 800 800 800 PUBLICATIONS - - 3,000 2,000 500 TRAVEL & TRAINING 5,863 5,607 6,700 6,500 6,700 OTHER CONTRACTED SERVICES 486 669 700 5,700 11,700 COMMUNITY RELATIONS - 2,000 2,300 300 3,300 TRANSFER TO VEHICLE REPLACEMENT FUND 5,000 5,000 5,000 5,000 5,000 OPERATING 18,701 20,778 26,500 29,300 38,900 FURNITURE & EQUIP <$5000 - 1,280 - - - OTHER EQUIPMENT - - 6,000 3,500 6,000 CAPITAL - 1,280 6,000 3,500 6,000 DEVELOPMENT SERVICES DIVISION TOTAL 446,442$ 504,327$ 537,700$ 520,800$ 555,500$ Development Services Division Line Item Budget PUBLIC WORKS DEPARTMENT 55 Streets & Drainage Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 76,137 $ 82,623 $ 80,100 $ 56,500 $ 90,000 ON CALL 3,000 2,820 3,300 1,900 3,300 OVERTIME 7,203 10,272 8,000 6,000 8,000 LONGEVITY 260 440 600 400 500 HEALTH & DENTAL 24,795 26,213 27,300 15,300 27,700 TMRS 11,267 13,228 12,800 8,500 13,300 FICA 6,229 6,938 6,700 4,700 7,400 WORKERS COMPENSATION 2,046 2,240 2,200 1,100 2,200 OTHER BENEFITS 1,347 974 500 300 500 PERSONNEL 132,284 145,747 141,500 94,700 152,900 OPERATING SUPPLIES 1,028 1,501 1,500 1,800 1,800 FUEL 2,440 2,208 4,000 3,000 4,000 EQUIPMENT MAINTENANCE 38 209 500 500 1,000 DRAINAGE MAINTENANCE 12,119 8,748 20,000 35,000 25,000 STREET MAINTENANCE 77,359 103,382 90,000 110,000 103,000 TRAFFIC CONTROL MAINTENANCE - - 1,000 1,000 1,000 COMMUNICATION - - 500 - - TRAVEL & TRAINING - - 500 300 500 OTHER CONTRACTED SERVICES 9,154 5,265 15,000 15,000 15,000 COMMUNITY RELATIONS - - 1,000 1,000 1,000 TRANSFER TO VEHICLE REPLACEMENT FUND 8,000 8,000 8,000 8,000 8,000 TRANSFER TO EQUIPMENT REPLACEMENT FUND 179,400 180,800 120,800 120,800 106,500 OPERATING 289,537 310,113 262,800 296,400 266,800 OTHER EQUIPMENT - 1,461 28,000 27,895 - CAPITAL - 1,461 28,000 27,895 - STREETS & DRAINAGE DIVISION TOTAL 421,821$ 457,321$ 432,300$ 418,995$ 419,700$ PUBLIC WORKS DEPARTMENT 56 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 137,994 $ 53,339 $ 136,900 $ 103,800 $ 118,800 ON CALL 3,240 4,740 2,800 1,500 2,800 OVERTIME 1,963 4,730 3,000 3,000 3,500 LONGEVITY 560 620 800 200 300 HEALTH & DENTAL 34,421 30,516 39,700 24,600 26,800 TMRS 18,957 8,734 19,800 14,800 16,500 FICA 10,464 7,278 10,300 7,900 9,300 WORKERS COMPENSATION 3,618 2,157 3,100 2,600 2,700 ALLOWANCES 1,955 105 2,100 900 900 OTHER BENEFITS 1,509 1,136 700 1,400 700 PERSONNEL 214,681 113,355 219,200 160,700 182,300 OFFICE SUPPLIES 113 268 - - - OPERATING SUPPLIES 2,843 1,209 3,800 3,800 3,800 FUEL 681 671 1,000 1,300 1,000 EMERGENCY GENERATOR FUEL 3,302 4,083 3,700 3,700 3,700 EQUIPMENT MAINTENANCE 46,633 44,959 52,000 52,000 74,500 VEHICLE MAINTENANCE 5,558 904 1,000 1,000 1,000 BUILDING & GROUNDS MAINTENANCE 42,648 47,925 48,000 48,000 48,000 PROFESSIONAL DUES 455 - 500 500 500 TRAVEL & TRAINING 1,361 199 6,000 6,000 6,000 OTHER CONTRACTED SERVICES 275,851 253,138 305,000 302,000 315,000 TRANSFER TO VEHICLE REPLACEMENT FUND 8,000 8,000 8,000 8,000 8,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 19,500 23,300 23,000 23,000 22,800 TRANSFER TO EQUIPMENT REPLACEMENT FUND 172,500 174,000 138,300 138,300 173,400 OPERATING 579,446 558,656 590,300 587,600 657,700 OTHER EQUIPMENT - 3,874 54,000 54,000 - OTHER CONSTRUCTION COSTS - 16,000 42,000 42,000 26,500 CAPITAL - 19,874 96,000 96,000 26,500 FACILITY MAINTENANCE TOTAL 794,127$ 691,885$ 905,500$ 844,300$ 866,500$ Facility Maintenance Division Line Item Budget PUBLIC WORKS DEPARTMENT 57 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 250,154 $ 270,390 $ 280,800 $ 278,800 $ 296,400 ON CALL 10,800 9,975 11,000 11,400 11,000 OVERTIME 7,780 8,579 6,000 8,000 7,000 LONGEVITY 2,280 2,710 3,000 3,100 3,400 HEALTH & DENTAL 43,031 48,285 52,900 50,500 52,000 TMRS 36,112 40,236 41,400 42,300 41,700 FICA 20,313 21,594 22,300 22,500 23,500 WORKERS COMPENSATION 4,973 5,492 6,200 5,900 5,400 ALLOWANCES 6,555 856 2,100 2,100 2,100 OTHER BENEFITS 2,966 2,502 1,500 1,500 1,500 PERSONNEL 384,963 410,619 427,200 426,100 444,000 OFFICE SUPPLIES 247 539 - - - OPERATING SUPPLIES 3,610 8,858 8,200 8,200 11,000 FUEL 5,841 5,764 6,000 8,000 9,000 EQUIPMENT MAINTENANCE 3,195 1,599 3,500 9,000 6,500 VEHICLE MAINTENANCE 10,092 16,334 9,000 9,000 7,000 TRAFFIC CONTROL MAINTENANCE 23,751 18,402 25,000 22,000 25,000 COMMUNICATION - - - - - ELECTRIC SERVICE 4,678 4,653 4,500 5,000 5,000 NATURAL GAS SERVICE 667 691 750 850 850 EQUIPMENT LEASE/RENTAL 276 232 400 400 400 PROFESSIONAL DUES 1,133 1,949 3,900 3,300 3,400 PUBLICATIONS 395 395 400 400 800 TRAVEL & TRAINING 6,096 7,258 12,000 10,000 10,000 OTHER CONTRACTED SERVICES 43,606 19,306 33,000 47,000 36,000 COMMUNITY RELATIONS 1,018 50,021 2,000 3,000 2,000 TRANSFER TO VEHICLE REPLACEMENT FUND 31,000 31,000 28,000 28,000 28,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 32,500 28,900 27,500 27,500 30,000 TRANSFER TO EQUIPMENT REPLACEMENT FUND 112,700 113,700 95,400 95,400 55,700 OPERATING 280,806 309,601 259,550 277,050 230,650 OTHER EQUIPMENT - - 16,000 16,000 10,000 CONSTRUCTION COSTS - 17,006 7,500 7,300 7,500 CAPITAL - 17,006 23,500 23,300 17,500 GENERAL SERVICES DIVISION TOTAL 665,769$ 737,226$ 710,250$ 726,450$ 692,150$ General Services Division Line Item Budget PUBLIC WORKS DEPARTMENT 58 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 159,279 $ 164,127 $ 171,600 $ 144,700 $ 181,300 OVERTIME 450 754 1,000 500 1,000 LONGEVITY 1,570 1,690 1,900 1,900 2,000 HEALTH & DENTAL 13,272 14,353 15,000 14,500 14,900 TMRS 21,141 23,096 24,300 20,400 24,200 FICA 12,277 12,754 13,400 11,000 14,100 WORKERS COMPENSATION 469 476 500 500 500 ALLOWANCES 1,200 1,376 1,200 1,200 1,200 OTHER BENEFITS 1,623 1,281 500 700 500 PERSONNEL 211,282 219,906 229,400 195,400 239,700 OFFICE SUPPLIES 272 63 - - - OPERATING SUPPLIES 2,954 2,774 3,400 2,500 2,200 FUEL 2,189 1,717 2,000 2,000 3,000 VEHICLE MAINTENANCE 1,308 695 1,000 1,200 1,200 COMMUNICATION 1,329 4,616 5,000 5,000 4,000 ELECTRIC SERVICE - - - - - CONSULTANTS 16,696 12,825 15,000 15,000 15,000 PROFESSIONAL DUES 743 780 1,000 1,000 1,000 PUBLICATIONS 192 - - - - TRAVEL & TRAINING 292 1,951 4,700 3,500 4,700 OTHER CONTRACTED SERVICES 47,463 48,600 62,000 70,000 78,000 COMMUNITY RELATIONS 35 1,360 3,500 1,500 2,800 TRANSFER TO VEHICLE REPLACEMENT FUND 5,000 5,300 5,300 5,300 5,300 OPERATING 78,473 80,680 102,900 107,000 117,200 FURNITURE & EQUIP <$5000 - - 10,000 - - CAPITAL - - 10,000 - - PLANNING DIVISION TOTAL 289,756$ 300,586$ 342,300$ 302,400$ 356,900$ Planning Division Line Item Budget PUBLIC WORKS DEPARTMENT 59 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 eight (8) 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; includes Friends of West University Place Parks Fund Executive Director. (2019 Budget - $580,100). Senior Services – Provides transportation, leisure and social services for the senior citizens of West University Place. (2019 Budget - $396,700). Recreation Center – Operation of the pool and recreation facilities at the West University Place Recreation Center and special events. (2019 Budget - $1,949,600). Parks Maintenance – Maintains the city’s parks and landscaping. (2019 Budget - $609,800). Colonial Park Pool – Operation of the pool at Colonial Park. (2019 Budget - $520,500). PARKS AND RECREATION DEPARTMENT 2019 GOALS ∗ Begin implementation of updated Park Redevelopment Program (Parks and Open Space Master Plan). ∗ Generate $1,600,000 in revenue in 2019 through fee-based leisure program offerings, recreational facilities membership sales, Friends fundraising efforts and facility rentals. ∗ Plan events and activities for the Colonial Park Pool and West U Recreation Center 10 year anniversaries in 2020; including selection and retrofitting of new water features for Colonial Park Pool. ∗ Work with the Communications Director to establish uniform marketing protocols to enhance information and increase program/event attendance and awareness. ∗ Improve the online experience for customers, making online registration/reservations more user-friendly and making online information easier to locate. ∗ Work in concert with the Recycling and Solid Waste Reduction Board to create consistency with recycling collection points and install new waste and recycling receptacles in parks and PARD facilities. 60 PARKS AND RECREATION DEPARTMENT 2019 GOALS (CONT.) ∗ Update landscaping specifications to enhance the appearance of the city’s public spaces. ∗ Increase Baby Boomer participation in in Senior Services by offering more vigorous physical activities, classes and adventure opportunities, and by tailoring marketing efforts to appeal to this demographic. ∗ Continue to explore opportunities and develop partnerships with area agencies and organizations to improve the overall quality of life for older residents through leisure programming, transportation services and social services referrals. ∗ Continue utilizing the Parks, Senior and Friends Boards and subcommittees to assist staff in ongoing efforts to achieve excellence in program and activity planning, identifying development needs in parks and recreational facilities, fee recommendations, and in being the conduit for citizen feedback to staff. ∗ Work with the Friends of West U Parks to develop lifespan guidelines for donated items such as trees, pavers, benches, drinking fountains, picnic tables, etc. ∗ Continue partnering with the Friends of West University Place Parks in facilitating the following fundraising projects: • Fathers & Flashlights • Park Lovers’ Ball • Park Paver Program PARKS AND RECREATION DEPARTMENT BUDGET HIGHLIGHTS ∗ Authorized full-time employees - 12 (2018 authorized full-time employees - 12). ∗ Total budget - $4,056,700 (2018 total budget - $3,776,400). 61 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 P&R Administration Personnel 396,003$ 415,128$ 382,800$ 364,700$ 365,600$ Operating charges 227,657 223,950 225,900 222,200 212,300 Capital - - 9,000 9,000 2,200 Total 623,661 639,078 617,700 595,900 580,100 Senior Services Personnel 208,007 221,878 235,800 227,700 241,200 Operating charges 126,373 142,800 145,400 146,600 155,500 Total 334,380 364,678 381,200 374,300 396,700 Recreation Center Personnel 552,143 616,498 781,000 735,600 782,800 Operating charges 865,597 868,832 839,900 901,400 1,166,800 Capital 25,959 5,171 - - - Total 1,443,698 1,490,501 1,620,900 1,637,000 1,949,600 Parks Maintenance Personnel 189,728 192,092 215,200 202,700 218,800 Operating charges 406,886 401,704 409,100 380,000 391,000 Total 596,614 593,795 624,300 582,700 609,800 Colonial Park Personnel 149,048 167,446 218,500 191,891 219,500 Operating charges 379,412 339,785 313,800 312,100 299,200 Capital 18,843 2,601 - - 1,800 Total 547,303 509,832 532,300 503,991 520,500 Total Department 3,545,655$ 3,597,884$ 3,776,400$ 3,693,891$ 4,056,700$ Parks and Recreation Department Staffing Schedule 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Parks and Recreation Community Building Parks and Recreation Director G41 1 1 112,207 190,753 Administrative Manager G31 1 1 71,309 114,095 Executive Director FWUP G23A 1 1 46,351 69,527 Senior Services Senior Services Manager G23 1 1 61,802 92,703 Program Specialist-Sr. Services G15 1 1 41,638 60,376 Recreation Center Recreation Manager G31 1 1 71,309 114,095 Assistant Recreation Manager G22 1 1 58,859 88,288 Program Specialist- Aquatics & Recreation G17 1 2 52,400 75,981 Program Specialist- Recreation G16 1 0 48,972 71,009 Parks Maintenance Park Maintenance Manager G31 1 1 71,309 114,095 Parks Technician G12 2 2 28,313 41,054 Total Parks and Recreation Department 12 12 PARKS & RECREATION DEPARTMENT SALARY RANGE 62 Parks and Recreation Administration Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 285,543 $ 302,420 $ 259,900 $ 256,400 $ 257,300 LONGEVITY 2,910 2,478 2,400 3,100 3,300 HEALTH & DENTAL 35,950 33,584 53,000 36,900 38,600 TMRS 38,683 43,008 37,300 37,700 35,200 FICA 19,897 22,828 19,600 19,200 19,600 WORKERS COMPENSATION 597 618 600 600 500 ALLOWANCES 8,880 7,859 7,700 8,700 8,900 OTHER BENEFITS 2,600 1,580 1,300 1,100 1,200 EMPLOYEE RELATIONS 943 753 1,000 1,000 1,000 PERSONNEL 396,003 415,128 382,800 364,700 365,600 OFFICE SUPPLIES 1,008 956 1,000 1,000 1,000 OPERATING SUPPLIES 2,742 2,652 6,400 6,000 3,000 SWIMMING POOL MAINTENANCE 150 6,621 - - - COMMUNICATION 24,008 25,985 24,900 24,000 25,800 ELECTRIC SERVICE 11,653 10,523 11,000 11,000 11,000 NATURAL GAS SERVICE 1,558 1,147 2,000 1,600 2,000 EQUIPMENT LEASE/RENTAL 3,583 3,550 4,000 4,000 4,000 PROFESSIONAL DUES 3,053 2,247 3,000 3,000 3,000 TRAVEL & TRAINING 4,969 4,832 6,100 4,100 6,100 TRI-SPORTS 125,000 125,000 125,000 125,000 125,000 COMMUNITY RELATIONS 3,633 4,338 4,500 4,500 4,500 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 46,300 36,100 38,000 38,000 26,900 OPERATING 227,657 223,950 225,900 222,200 212,300 FURNITURE & EQUIP <$5000 - - - - 2,200 FURNITURE & FIXTURES - - 9,000 9,000 - CAPITAL - - 9,000 9,000 2,200 PARKS AND RECREATION ADMINISTRATION DIVISION TOTAL 623,661$ 639,078$ 617,700$ 595,900$ 580,100$ PARKS AND RECREATION DEPARTMENT 63 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 124,102 $ 128,040 $ 131,600 $ 130,800 $ 139,800 PART-TIME WAGES 33,693 40,354 48,000 46,000 48,000 OVERTIME 1,212 1,388 1,400 1,400 1,400 LONGEVITY 1,420 1,540 1,700 1,200 1,500 HEALTH & DENTAL 16,703 17,050 18,700 15,000 15,400 TMRS 16,488 18,008 18,600 18,300 18,600 FICA 11,812 12,793 13,700 13,400 14,500 WORKERS COMPENSATION 811 1,550 1,400 1,000 1,300 OTHER BENEFITS 1,715 1,153 700 600 700 EMPLOYEE RELATIONS 50 - - - - PERSONNEL 208,007 221,878 235,800 227,700 241,200 OFFICE SUPPLIES 1,013 530 1,000 1,000 1,000 OPERATING SUPPLIES 2,252 3,325 3,000 3,000 3,000 FUEL 1,384 1,363 1,000 2,000 2,000 EQUIPMENT MAINTENANCE - 128 - - - VEHICLE MAINTENANCE 1,494 375 1,000 1,000 1,000 COMMUNICATION 10,254 12,225 9,400 9,400 12,000 EQUIPMENT LEASE/RENTAL 1,314 1,374 1,300 1,300 1,300 PROFESSIONAL DUES 170 170 300 300 300 TRAVEL & TRAINING 1,310 1,019 1,700 1,700 1,700 CREDIT CARD FEES 2,504 2,788 3,200 3,400 3,700 INSTRUCTOR FEES 34,214 42,144 44,500 44,500 44,500 COMMUNITY RELATIONS 13,542 14,385 18,000 18,000 18,000 BOARDS AND COMMITTEES 3,921 2,974 5,000 5,000 5,000 TRANSFER TO VEHICLE REPLACEMENT FUND 9,000 9,000 9,000 9,000 9,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 38,500 46,200 42,600 42,600 49,800 TRANSFER TO EQUIPMENT REPLACEMENT FUND 5,500 4,800 4,400 4,400 3,200 OPERATING 126,373 142,800 145,400 146,600 155,500 SENIOR SERVICES DIVISION TOTAL 334,380$ 364,678$ 381,200$ 374,300$ 396,700$ Senior Services Division Line Item Budget PARKS AND RECREATION DEPARTMENT 64 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 231,172 $ 250,325 $ 251,000 $ 238,600 $ 278,400 PART-TIME WAGES 204,293 229,716 356,500 347,300 347,300 ON CALL 1,035 885 1,700 1,200 1,500 OVERTIME 8,776 11,120 12,900 10,000 12,700 LONGEVITY 1,460 1,705 2,000 1,300 1,500 HEALTH & DENTAL 27,322 35,110 38,300 30,900 30,200 TMRS 32,065 37,289 54,600 49,800 51,500 FICA 33,815 37,301 47,500 46,100 48,800 WORKERS COMPENSATION 5,199 6,653 11,100 6,400 6,600 ALLOWANCES 4,080 4,150 4,100 3,000 2,900 OTHER BENEFITS 2,926 2,244 1,300 1,000 1,400 PERSONNEL 552,143 616,498 781,000 735,600 782,800 OFFICE SUPPLIES 2,946 1,272 4,300 2,500 2,500 OPERATING SUPPLIES 55,000 54,073 64,100 57,600 65,700 TREATMENT CHEMICALS 10,835 9,144 13,600 13,600 14,600 EQUIPMENT MAINTENANCE 4,147 9,786 8,200 8,100 8,100 SWIMMING POOL MAINTENANCE 42,804 26,328 25,500 25,500 25,500 COMMUNICATION 961 1,864 1,700 2,500 5,500 ELECTRIC SERVICE 100,518 96,691 97,000 97,000 97,000 NATURAL GAS SERVICE 16,109 17,916 20,000 18,000 20,000 EQUIPMENT LEASE/RENTAL 6,618 6,564 7,000 7,000 4,400 PROFESSIONAL DUES 1,200 999 1,700 1,600 1,700 TRAVEL & TRAINING 10,421 9,143 11,000 11,000 10,000 CREDIT CARD FEES 22,073 24,519 23,100 32,500 35,600 INSTRUCTOR FEES 334,266 406,833 366,700 428,500 685,400 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 129,100 85,500 98,400 98,400 104,000 TRANSFER TO EQUIPMENT REPLACEMENT FUND 128,600 118,200 97,600 97,600 86,800 CONTINGENCY - - - - - OPERATING 865,597 868,832 839,900 901,400 1,166,800 FURNITURE & EQUIP <$5000 25,959 5,171 - - - CAPITAL 25,959 5,171 - - - RECREATION CENTER DIVISION TOTAL 1,443,698$ 1,490,501$ 1,620,900$ 1,637,000$ 1,949,600$ Recreation Center Division Line Item Budget PARKS AND RECREATION DEPARTMENT 65 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 117,487 $ 112,488 $ 132,800 $ 129,600 $ 139,400 PART-TIME WAGES 3,678 7,858 6,000 6,000 6,000 ON CALL 1,500 1,095 1,800 1,800 1,800 OVERTIME 5,191 6,746 3,500 2,000 2,000 LONGEVITY 410 430 600 400 400 HEALTH & DENTAL 29,685 31,215 35,000 31,000 35,100 TMRS 16,218 17,051 19,400 17,500 18,900 FICA 9,559 9,642 10,800 10,300 11,000 WORKERS COMPENSATION 2,038 2,263 2,400 2,400 2,500 ALLOWANCES 2,040 2,040 2,100 1,000 900 OTHER BENEFITS 1,922 1,263 800 700 800 PERSONNEL 189,728 192,092 215,200 202,700 218,800 OFFICE SUPPLIES 84 229 300 300 300 OPERATING SUPPLIES 5,167 3,911 4,100 4,100 4,100 FUEL 3,582 3,793 4,000 4,000 5,000 EQUIPMENT MAINTENANCE 699 1,111 1,300 1,000 1,200 VEHICLE MAINTENANCE 208 2,379 1,000 13,000 2,400 BUILDING & GROUNDS MAINTENANCE 103,153 93,027 96,500 80,000 87,400 ELECTRIC SERVICE 18,947 14,162 18,000 14,000 16,000 TRAVEL & TRAINING 4,600 3,125 4,800 3,500 4,500 OTHER CONTRACTED SERVICES 184,535 185,668 195,500 176,500 180,300 FURNITURE & EQUIP <$5000 2,310 - - - - TRANSFER TO VEHICLE REPLACEMENT FUND 8,000 8,000 8,000 8,000 8,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 16,200 20,000 18,400 18,400 23,700 TRANSFER TO EQUIPMENT REPLACEMENT FUND 59,400 66,300 57,200 57,200 58,100 OPERATING 406,886 401,704 409,100 380,000 391,000 PARKS MAINTENANCE DIVISION TOTAL 596,614$ 593,795$ 624,300$ 582,700$ 609,800$ Parks Maintenance Division Line Item Budget PARKS AND RECREATION DEPARTMENT 66 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ - $ 1,830 $ - $ - $ - PART-TIME WAGES 135,853 150,607 199,500 175,000 200,700 OVERTIME - 506 - 191 - FICA 10,553 11,703 15,300 12,800 15,400 WORKERS COMPENSATION 2,642 2,800 3,700 3,900 3,400 PERSONNEL 149,048 167,446 218,500 191,891 219,500 OFFICE SUPPLIES 1,282 514 2,000 1,200 1,200 OPERATING SUPPLIES 26,989 31,481 33,900 33,900 33,500 TREATMENT CHEMICALS 12,460 17,835 17,500 17,500 18,500 EQUIPMENT MAINTENANCE 1,999 438 1,500 1,500 1,500 SWIMMING POOL MAINTENANCE 75,996 42,659 53,600 53,600 53,000 COMMUNICATION 225 655 800 800 3,300 ELECTRIC SERVICE 46,239 45,514 47,000 46,000 47,000 NATURAL GAS SERVICE 637 639 2,000 700 1,000 EQUIPMENT LEASE/RENTAL 507 377 800 500 400 TRAVEL & TRAINING 86 - - - - CREDIT CARD FEES 2,591 2,472 2,500 4,200 4,200 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 65,000 50,700 57,200 57,200 62,500 TRANSFER TO EQUIPMENT REPLACEMENT FUND 145,400 146,500 95,000 95,000 73,100 OPERATING 379,412 339,785 313,800 312,100 299,200 FURNITURE & EQUIP < $5000 18,843 2,601 - - 1,800 CAPITAL 18,843 2,601 - - 1,800 COLONIAL PARK DIVISION TOTAL 547,303$ 509,832$ 532,300$ 503,991$ 520,500$ PARKS AND RECREATION DEPARTMENT Colonial Park Division Line Item Budget 67 Transfers Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 TRANSFER FROM WATER & SEWER FUND 204,500 1,545,500 1,250,000 1,250,000 1,250,000 TRANSFER FROM SOLID WASTE FUND 310,000 59,400 260,000 260,000 310,000 TRANSFER FROM EMPLOYEE BENEFIT FUND - 146,500 - - 142,500 TRANSFERS IN 514,500$ 1,751,400$ 1,510,000$ 1,510,000$ 1,702,500$ TRANSFER TO CAPITAL PROJECT FUND - - 200,000 200,000 - TRANSFER TO CAPITAL RESERVE FUND 500,000 500,000 - - - TRANSFERS OUT 500,000$ 500,000$ 200,000$ 200,000$ -$ GENERAL FUND 68 DEBT SERVICE FUND 2019 Summary Discussion 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 2019 debt service payments requires an ad valorem tax rate of $.12403 per $100 of assessed value in tax year 2018, a decrease of .5% or $0.00063 per $100. In 2019, the Debt Service Fund will pay $8,889,492 of debt service, issuance costs and fiscal agent fees, an increase of $39,459 from 2018. 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 2018 is estimated to be $6.048 billion, the current debt limit under this provision is $302.4 million. As of December 31, 2018, the city will owe a total of $38.37 million to bondholders for all existing outstanding principal. Of this total, the Debt Service Fund, using property taxes, will provide $34.175 million. The funding for the remaining $4.195 million in 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. FUTURE ACTIVITY Annual debt service on the current outstanding bonds will reach a maximum of $8.83 million in 2019 and will significantly drop off in 2021, if no additional debt is issued, when the outstanding bonds issued prior to 2009 are retired. During the recent period of historically low interest rates, the city continued to refund all bonds that are available for refunding, significantly reducing interest that the city had to pay. With most outstanding bonds at interest rates close to the current market, no future refundings are anticipated. 69 DEBT SERVICE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES: CURRENT YEAR PROPERTY TAXES 8,038,915$ 7,645,144$ 7,597,488$ 7,533,794$ 7,634,454$ PRIOR YEAR PROPERTY TAXES 16,110 20,210 15,600 17,899 16,700 PENALTY AND INTEREST 29,593 31,389 33,300 26,248 32,500 EARNINGS ON INVESTMENTS 5,675 7,214 3,400 15,000 13,900 TRANSFER FROM WATER & SEWER FUND 1,193,563 1,193,554 1,200,246 1,200,246 1,196,038 GENERAL OBLIGATION BOND PROCEEDS 3,170,000 9,965,000 - - - REVENUE BOND PROCEEDS - - - - - TOTAL REVENUES 12,453,856 18,862,511 8,850,034 8,793,187 8,893,592 EXPENDITURES: BOND PRINCIPAL 7,370,000 7,485,000 7,770,000 7,770,000 7,910,000 INTEREST ON BONDS 1,533,334 1,422,468 1,063,783 1,063,783 920,492 FISCAL AGENT FEES 11,650 4,000 16,250 9,000 9,000 ISSUANCE COSTS 43,923 82,050 - - 50,000 TRANSFER TO WATER & SEWER FUND 3,045,819 - - - - PAYMENT TO REFUNDED BOND ESCROW 102,688 9,881,593 - - - TOTAL EXPENDITURES 12,107,414 18,875,110 8,850,033 8,842,783 8,889,492 NET REVENUES 346,442 (12,599) 1 (49,596) 4,100 BEGINNING BALANCE 566,276 912,718 900,119 900,119 850,523 ENDING BALANCE 912,718 900,119 900,120 850,523 854,623 70 Principal Principal Amount Outstanding Outstanding Series Obligation of Issue January 1, 2019 Principal Interest Total December 31, 2019 2009 Permanent Improvement & Refunding 11,740,000 4,055,000 455,000 159,200 614,200 3,600,000 2009 Certificates of Obligation 1,295,000 970,000 50,000 40,381 90,381 920,000 2010 Permanent Improvement 5,000,000 2,235,000 100,000 77,475 177,475 2,135,000 2010 Permanent Improvement Refunding 11,145,000 3,700,000 1,215,000 105,225 1,320,225 2,485,000 2010 Certificates of Obligation 6,900,000 3,005,000 100,000 104,963 204,963 2,905,000 2010A Certificates of Obligation 1,660,000 1,030,000 85,000 38,175 123,175 945,000 2011 Permanent Improvement Refunding 4,790,000 800,000 405,000 17,925 422,925 395,000 2011 Certificates of Obligation 910,000 770,000 20,000 17,025 37,025 750,000 2012 Permanent Improvement Refunding 8,555,000 4,835,000 1,845,000 78,250 1,923,250 2,990,000 2013 Permanent Improvement Refunding 16,360,000 5,575,000 3,130,000 65,480 3,195,480 2,445,000 2016 General Obligation Refunding 3,170,000 1,545,000 410,000 19,363 429,363 1,135,000 2017 General Obligation Refunding 9,965,000 9,850,000 95,000 197,030 292,030 9,755,000 38,370,000$ 7,910,000$ 920,492$ 8,830,492$ 30,460,000$ CITY OF WEST UNIVERSITY PLACE GENERAL LONG TERM DEBT SCHEDULE OF FISCAL YEAR REQUIREMENTS Principal & Interest Requirements for 2019 71 Fiscal Year Principal Interest Due 2/1 Interest Due 8/1 Interest Total 2019 7,910,000 501,582 418,910 920,492 8,830,492 2020 8,060,000 418,910 331,106 750,016 8,810,016 2021 3,475,000 331,106 273,850 604,956 4,079,956 2022 3,445,000 273,850 215,117 488,966 3,933,966 2023 2,605,000 215,117 168,174 383,291 2,988,291 2024 2,445,000 168,174 126,069 294,243 2,739,243 2025 2,515,000 126,069 95,777 221,846 2,736,846 2026 2,580,000 95,777 64,658 160,435 2,740,435 2027 2,640,000 64,658 32,699 97,356 2,737,356 2028 2,695,000 32,699 - 32,699 2,727,699 38,370,000$ 2,227,941$ 1,726,359$ 3,954,299$ 42,324,299$ CITY OF WEST UNIVERSITY PLACE GENERAL LONG TERM DEBT PRINCIPAL AND INTEREST REQUIREMENTS As of January 1, 2019 $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 2019202020212022202320242025202620272028Annual Debt Service Requirements Principal Interest 72 WATER AND SEWER FUND 2019 Summary Discussion The Water and Sewer Fund (W&S Fund) is an enterprise fund and, like business enterprises in the private sector, is meant to be self-supporting. The W&S 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 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 2018 Financial Activity - W&S Fund gross revenues are expected to be $8.10 million, slightly above the budget of $8.01 million, due primarily to the increase in sewer rates and increased usage during the year. Operating expenditures in 2018 are expected to be approximately $5.77 million, which is slightly below 2018 Budget appropriations of $5.84 million. Debt service, administrative cost and a transfer to the Water & Sewer Capital Project Fund adds $1.20 million more to the total expenditures. Altogether, W&S Fund 2018 expenditures are expected to total approximately $7.88 million which is below the 2018 Budget of $7.94 million. The 2019 Budget - The 2019 Budget anticipates total Water and Sewer Utility Fund revenues of approximately $7.99 million which is consistent with 2018 revenues System operations, including the Utility Billing division, are appropriated at $5.79 million, including $1.25 million transferred to the General Fund for the administrative cost allocation. 73 WATER AND SEWER FUND 2019 The transfer to the Water & Sewer Capital Project Fund is being reinstated at $900,000 based on the 2017 Water and Wastewater Cost of Service and Rate Design Study. Debt service for 2019 is $1.20 million (principal and interest) on outstanding bonds. The total debt service for the remaining bonds will steadily decrease from a high of $1.2 million in 2019 to $954,137 at the final payment on February 1, 2022. For the Future - The W&S Fund is the most difficult of all of the City’s funds to predict. Water usage can vary dramatically with the weather. All projections and budgets are based on averages and likely to differ considerably from actual results. Most costs also vary as revenues fluctuate, but are generally expected to increase an average of 3% per year. While much of the system’s delivery and collection infrastructure is new, some key components are aging dramatically: Lift stations, elevated towers and water wells will all need major overhauls in the foreseeable future. Anticipated rate increases from the City of Houston above 5% budgeted and increasing costs of service could require additional rate increases to keep pace with the City of Houston’s rate increase for treated water and other operational costs of providing service. 74 WATER AND SEWER FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES: FEMA REIMBURSEMENT -$ -$ -$ 50,000$ -$ WATER SERVICE 4,834,127 5,021,910 4,900,000 4,980,000 4,900,000 SEWER SERVICE 2,201,119 2,398,041 2,950,000 2,900,000 2,950,000 PENALTIES 57,610 53,487 55,000 60,000 55,000 CONNECTION FEE 72,415 62,395 70,000 75,000 70,000 EARNINGS ON INVESTMENTS 77 915 185 - - MISCELLANEOUS 7,200 9,062 6,700 7,000 7,000 TRANSFER FROM EMPLOYEE BENEFIT FUND - - 29,700 29,700 - TOTAL REVENUE 7,172,547 7,545,810 8,011,585 8,101,700 7,982,000 EXPENDITURES BY DEPARTMENT: DEBT SERVICE 1,834,390 1,250,528 1,200,246 1,200,246 1,196,038 FINANCE 268,769 294,674 257,850 236,842 246,800 PUBLIC WORKS 4,112,645 3,977,738 4,334,700 4,288,150 4,291,050 TRANSFER TO GENERAL FUND 204,500 1,545,500 1,250,000 1,250,000 1,250,000 TRANSFER TO WATER & SEWER CAPITAL PROJECTS 700,000 - 900,000 900,000 900,000 TOTAL EXPENDITURES 7,120,304 7,068,441 7,942,796 7,875,238 7,883,888 NET REVENUES (EXPENDITURES)52,243 477,369 68,789 226,462 98,112 BEGINNING WORKING CAPITAL 23,920 76,163 873,521 553,533 779,995 ENDING WORKING CAPITAL 76,163$ 553,533$ 942,310$ 779,995$ 878,107$ OPERATIONS 54.4% FINANCE 3.1% DEBT SERVICE 15.2% TRANSFERS 27.3% Water & Sewer Fund 2019 Expenditures by Department 75 WATER AND SEWER FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES: FEMA REIMBURSEMENT $ - $ - $ - $ 50,000 $ - WATER SERVICE 4,834,127 $ 5,021,910 $ 4,900,000 $ 4,980,000 $ 4,900,000 SEWER SERVICE 2,201,119 2,398,041 2,950,000 2,900,000 2,950,000 PENALTIES 57,610 53,487 55,000 60,000 55,000 CONNECTION FEE 72,415 62,395 70,000 75,000 70,000 EARNINGS ON INVESTMENTS 77 915 185 - - MISCELLANEOUS 7,200 9,062 6,700 7,000 7,000 TRANSFER FROM EMPLOYEE BENEFIT FUND - - 29,700 29,700 - TOTAL REVENUE 7,172,547 7,545,810 8,011,585 8,101,700 7,982,000 EXPENDITURES: REGULAR WAGES 773,460 734,995 745,200 722,100 743,500 PART-TIME WAGES - - - - - ON CALL 13,215 13,125 13,800 13,800 13,800 OVERTIME 63,828 73,443 80,000 59,200 80,000 LONGEVITY 8,430 8,015 8,800 7,100 7,800 HEALTH & DENTAL 147,830 139,644 150,700 151,800 158,050 TMRS 112,553 115,461 117,700 111,700 110,900 FICA 62,925 60,611 62,600 58,100 61,700 WORKERS COMPENSATION 11,560 12,804 11,600 12,900 11,700 ALLOWANCES 6,120 6,913 6,200 5,100 5,000 OTHER BENEFITS 10,065 6,784 3,900 3,400 3,800 EMPLOYEE RELATIONS 690 1,305 1,700 1,700 2,500 OFFICE SUPPLIES 2,291 1,657 2,100 1,700 1,800 OPERATING SUPPLIES 23,400 22,720 20,000 20,000 20,000 FUEL 11,358 9,846 13,000 13,000 14,000 TREATMENT CHEMICALS 87,329 87,255 104,000 104,000 120,000 EQUIPMENT MAINTENANCE 35,641 31,517 28,000 28,000 27,000 VEHICLE MAINTENANCE 18,159 19,012 15,000 18,000 15,000 BUILDING & GROUNDS MAINTENANCE 31,990 30,534 65,000 65,000 51,000 WATER SYSTEM MAINTENANCE 111,246 115,612 160,000 160,000 160,000 SEWER SYSTEM MAINTENANCE 143,783 166,735 145,000 145,000 151,000 COMMUNICATION 74 22 400 400 400 ELECTRIC SERVICE 464,154 400,641 450,000 430,000 450,000 SURFACE WATER 1,548,013 1,460,902 1,500,000 1,500,000 1,500,000 NATURAL GAS SERVICE 270 301 300 350 350 EQUIPMENT LEASE/RENTAL 5,463 6,397 5,350 4,602 5,350 PROFESSIONAL DUES 1,690 2,478 2,700 2,700 2,700 PUBLICATIONS 65 - - - - TRAVEL & TRAINING 24,362 10,862 35,000 34,000 35,500 SLUDGE REMOVAL 39,825 42,550 55,000 55,000 55,000 CREDIT CARD FEES 27,359 36,333 38,800 34,800 38,300 OTHER CONTRACTED SERVICES 284,474 308,019 312,000 324,540 315,900 COMMUNITY RELATIONS 7,699 10,178 20,000 20,000 20,000 FURNITURE & EQUIP <$5000 - 1,884 2,000 300 500 OTHER EQUIPMENT 20,970 9,535 83,000 83,000 42,500 OTHER CONSTRUCTION COSTS - - 115,000 115,000 85,000 CAPITAL PURCHASES RECLASSIFIED AS ASSET 64,620 124,820 BAD DEBT EXPENSE 8,114 2,801 - - - BOND PRINCIPAL 695,000 - - - - INTEREST ON BONDS (54,173) 54,173 - - - ISSUANCE COSTS - - - - - 76 WATER AND SEWER FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 TRANSFER TO DEBT SERVICE FUND 1,193,563 1,193,554 1,200,246 1,200,246 1,196,038 TRANSFER TO GENERAL FUND 204,500 1,545,500 1,250,000 1,250,000 1,250,000 TRANSFER TO WATER & SEWER CAPITAL PROJECTS 700,000 - 900,000 900,000 900,000 TRANSFER TO VEHICLE REPLACEMENT FUND 79,000 76,000 87,000 87,000 90,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 137,500 123,500 131,700 131,700 137,800 TOTAL EXPENDITURES 7,128,418 7,068,441 7,942,796 7,875,238 7,883,888 NET REVENUES (EXPENDITURES)44,130 477,369 68,789 226,462 98,112 BEGINNING FUND BALANCE 23,920 68,050 873,521 545,418 771,880 ENDING FUND BALANCE 68,050$ 545,418$ 942,310$ 771,880$ 869,992$ PERSONNEL 15.21% EQUIPMENT, VEHICLE, BUILDING & GROUNDS MAINTENANCE 1.18% WATER SYSTEM MAINTENANCE 2.03% SEWER SYSTEM MAINTENANCE 1.92% ELECTRIC SERVICE 5.71% SURFACE WATER 19.03% DEBT SERVICE 15.17% TRANSFER TO GENERAL FUND 15.86% TRANSFER TO W&S CAPITAL RESERVE FUND 11.42% VEHICLE REPLACEMENT 1.11% TECHNOLOGY MANAGEMENT 1.75% OTHER OPERATING 9.61% 77 Fiscal Year Principal * Interest Due 2/1 * Interest Due 8/1 *Interest Total 2019 1,095,000 57,138 43,900 101,038 1,196,038 2020 1,110,000 43,900 30,283 74,183 1,184,183 2021 1,050,000 30,283 14,137 44,420 1,094,420 2022 940,000 14,137 - 14,137 954,137 4,195,000$ 145,458$ 88,320$ 233,778$ 4,428,778$ CITY OF WEST UNIVERSITY PLACE WATER & SEWER DEBT SERVICE PRINCIPAL AND INTEREST REQUIREMENTS As of January 1, 2019 * Includes amount transferred to General Debt Service Fund for W&S portion of 2010 Permanent Improvement Refunding Bonds and 2016 GO Refunding Bonds. $- $200,000 $400,000 $600,000 $800,000 $1,000,000 $1,200,000 $1,400,000 2019202020212022Annual Debt Service Requirements Principal Interest 78 Principal Principal Amount Outstanding Outstanding Series Obligation of Issue January 1, 2019 Principal Interest Total December 31, 2019 2010 Perm Improv Refunding Bonds (W&S Portion)*5,080,000 2,650,000 685,000 81,675 766,675 1,965,000 2016 GO Refunding Bonds (W&S Portion)*3,170,000 1,545,000 410,000 19,363 429,363 1,135,000 4,195,000$ 1,095,000$ 101,038$ 1,196,038$ 3,100,000$ * Portion of debt is transferred to General Debt Service Fund CITY OF WEST UNIVERSITY PLACE WATER & SEWER DEBT SERVICE SCHEDULE OF FISCAL YEAR REQUIREMENTS Principal & Interest Requirements for 2019 79 WATER AND SEWER FUND 2019 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. (2019 Budget $246,800) FINANCE DEPARTMENT (W&S FUND) 2019 GOALS ∗ Continue utility customer service training for all Finance staff members. ∗ Review and update, as necessary, all utility billing financial processes to maximize efficiencies. FINANCE DEPARTMENT (W&S FUND) BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 2 (2018 authorized full-time employees – 2) ∗ Total budget - $246,800 (2018 total budget - $257,850) 80 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Utility Billing & Customer Service Personnel 166,901$ 179,081$ 159,400$ 133,700$ 145,250$ Operating charges 101,869 115,593 96,450 102,842 101,050 Capital - - 2,000 300 500 Total 268,769 294,674 257,850 236,842 246,800 Total Department 268,769$ 294,674$ 257,850$ 236,842$ 246,800$ Finance Department Staffing Schedule (W&S Fund) 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Finance - Utility Billing Accounting/Sr. Customer Service Rep G16 1 1 48,972 71,009 Accounting Specialist - Utility Billing G14 1 1 35,887 52,036 Total Finance (W&S Fund)2 2 FINANCE DEPARTMENT SALARY RANGE 81 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 111,979 $ 118,097 $ 107,000 $ 88,700 $ 97,000 OVERTIME 13,054 18,693 10,000 9,200 10,000 LONGEVITY 1,010 750 800 100 200 HEALTH & DENTAL 13,250 11,074 14,900 13,500 14,550 TMRS 16,408 18,906 16,300 13,500 14,000 FICA 9,519 10,449 9,000 7,500 8,200 WORKERS COMPENSATION 244 262 300 200 200 OTHER BENEFITS 1,435 850 600 500 600 EMPLOYEE RELATIONS - - 500 500 500 PERSONNEL 166,901 179,081 159,400 133,700 145,250 OFFICE SUPPLIES - 47 500 100 200 COMMUNICATION - 22 - - - EQUIPMENT LEASE/RENTAL 4,376 5,299 4,150 3,402 4,150 PUBLICATIONS 65 - - - - TRAVEL & TRAINING 65 - 1,000 - 2,500 CREDIT CARD FEES 27,359 36,333 38,800 34,800 38,300 OTHER CONTRACTED SERVICES 70,004 73,892 52,000 64,540 55,900 OPERATIONS 101,869 115,593 96,450 102,842 101,050 FURNITURE & EQUIP <$5000 - - 2,000 300 500 OTHER EQUIPMENT - - - - - CAPITAL - - 2,000 300 500 FINANCE DIVISION TOTAL 268,769$ 294,674$ 257,850$ 236,842$ 246,800$ WATER AND SEWER FUND FINANCE DEPARTMENT Finance Division Line Item Budget 82 WATER AND SEWER FUND 2019 PUBLIC WORKS DEPARTMENT (W&S FUND) The Public Works Department responsibilities include operating the City’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. (2019 Budget - $4,291,050) PUBLIC WORKS DEPARTMENT (W&S FUND) 2019 GOALS ∗ Continue overall review of operational system and preventative maintenance procedures and implement necessary changes to enhance the water and wastewater system and/or preventative maintenance procedures to ensure the systems are operating effectively and efficiently. ∗ Complete an engineering review of all equipment and processes at the wastewater treatment plant and evaluate any energy or operational efficiencies/improvements that may be obtained using changes in technology and equipment. Develop a master planning document for long term improvements to the wastewater treatment plant. ∗ Continue implementation/development of a 5-year capital improvement plan and funding to address the aging water and wastewater mechanical components and infrastructure. ∗ Continue replacement program which replaces iron water mains installed before 1939 utilizing city staff with the support of contractors for specialized services. ∗ Complete project to add Chlorination feed systems to the Milton Street and the Wakeforest Street Pump Stations allowing us to meet new regulations with any mixture of surface water and well water. Current mixture is reduced to keep Chlorination process optimized for disinfection as required by recently promulgated regulations. ∗ Complete project to replace the clarifiers fixed separation equipment troughs which were originally installed in 1982 at the wastewater treatment plant. ∗ Complete the efficiency upgrades to the aeration equipment and cleaning of the digester basins. PUBLIC WORKS DEPARTMENT (W&S FUND) BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 11 (2018 authorized full-time employees – 11) ∗ Total operations budget - $4,291,050 (2018 total budget - $4,334,700) ∗ Purchase of surface water from the City of Houston - $1,500,000 (2018 Budget - $1,500,000) 83 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 W&S Fund Operations Personnel 1,043,776$ 994,019$ 1,042,800$ 1,013,200$ 1,053,500$ Operating charges 2,983,279 2,847,480 3,093,900 3,076,950 3,110,050 Capital 20,970 11,419 198,000 198,000 127,500 Total 4,048,025 3,852,918 4,334,700 4,288,150 4,291,050 Total Department 4,048,025$ 3,852,918$ 4,334,700$ 4,288,150$ 4,291,050$ Public Works Department Staffing Schedule (W&S Fund) 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Public Works - Operations Operations Superintendent G32 1 1 89,541 143,266 Field Services Supervisor G18 1 1 57,500 83,376 Plant Supervisor G18 1 1 57,500 83,376 Crew Leader G16 2 2 48,972 71,009 Plant Operator, Sr.G16 0 2 48,972 71,009 Plant Operator G14 3 1 35,887 52,036 Driver/Equipment Operator G14 1 1 35,887 52,036 Maintenance Worker I G12 2 2 28,313 41,054 Total Public Works (W&S Fund)11 11 PUBLIC WORKS DEPARTMENT SALARY RANGE 84 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 661,481 $ 616,898 $ 638,200 $ 633,400 $ 646,500 PART-TIME WAGES - - - - - ON CALL 13,215 13,125 13,800 13,800 13,800 OVERTIME 50,774 54,750 70,000 50,000 70,000 LONGEVITY 7,420 7,265 8,000 7,000 7,600 HEALTH & DENTAL 134,580 128,571 135,800 138,300 143,500 TMRS 96,145 96,555 101,400 98,200 96,900 FICA 53,405 50,161 53,600 50,600 53,500 WORKERS COMPENSATION 11,316 12,542 11,300 12,700 11,500 ALLOWANCES 6,120 6,913 6,200 5,100 5,000 OTHER BENEFITS 8,630 5,934 3,300 2,900 3,200 EMPLOYEE RELATIONS 690 1,305 1,200 1,200 2,000 PERSONNEL 1,043,776 994,019 1,042,800 1,013,200 1,053,500 OFFICE SUPPLIES 2,291 1,610 1,600 1,600 1,600 OPERATING SUPPLIES 23,400 22,720 20,000 20,000 20,000 FUEL 11,358 9,846 13,000 13,000 14,000 TREATMENT CHEMICALS 87,329 87,255 104,000 104,000 120,000 EQUIPMENT MAINTENANCE 35,641 31,517 28,000 28,000 27,000 VEHICLE MAINTENANCE 18,159 19,012 15,000 18,000 15,000 BUILDING & GROUNDS MAINTENANCE 31,990 30,534 65,000 65,000 51,000 WATER SYSTEM MAINTENANCE 111,246 115,612 160,000 160,000 160,000 SEWER SYSTEM MAINTENANCE 143,783 166,735 145,000 145,000 151,000 COMMUNICATION 74 - 400 400 400 ELECTRIC SERVICE 464,154 400,641 450,000 430,000 450,000 SURFACE WATER 1,548,013 1,460,902 1,500,000 1,500,000 1,500,000 NATURAL GAS SERVICE 270 301 300 350 350 EQUIPMENT LEASE/RENTAL 1,087 1,098 1,200 1,200 1,200 PROFESSIONAL DUES 1,690 2,478 2,700 2,700 2,700 TRAVEL & TRAINING 24,297 10,862 34,000 34,000 33,000 SLUDGE REMOVAL 39,825 42,550 55,000 55,000 55,000 OTHER CONTRACTED SERVICES 214,470 234,127 260,000 260,000 260,000 COMMUNITY RELATIONS 7,699 10,178 20,000 20,000 20,000 TRANSFER TO VEHICLE REPLACEMENT FUND 79,000 76,000 87,000 87,000 90,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 137,500 123,500 131,700 131,700 137,800 OPERATING 2,983,279 2,847,480 3,093,900 3,076,950 3,110,050 FURNITURE & EQUIP <$5000 - 1,884 - - - OTHER EQUIPMENT 20,970 9,535 83,000 83,000 42,500 OTHER CONSTRUCTION COSTS - - 115,000 115,000 85,000 CAPITAL 20,970 11,419 198,000 198,000 127,500 OPERATIONS DIVISION TOTAL 4,048,025$ 3,852,918$ 4,334,700$ 4,288,150$ 4,291,050$ WATER AND SEWER FUND PUBLIC WORKS DEPARTMENT Operations Division Line Item Budget 85 SOLID WASTE FUND 2019 Summary Discussion 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 2018 - For the year ending December 31, 2018, the Solid Waste Fund is expected to have revenue of about $1.77 million for solid waste services. The direct cost of providing solid waste services in 2018, excluding transfers, is expected to be $1.50 million. Direct costs include personnel, capital equipment, supplies and services directly related to the curbside collection of solid waste, recycling, trash disposal and street sweeping. The largest single service cost is the fee for the collection and disposal of solid waste. Administration, human resources, legal services, risk management, utility billing, finance and accounting are examples of indirect costs associated with providing solid waste services. The Solid Waste Fund reimbursed the General Fund $260,000 for these indirect costs, bringing estimated 2018 total costs of service to $1.76 million. The 2019 Budget - For the year ending December 31, 2019, the Solid Waste Fund is expected to have revenue of about $1.76 million for solid waste services. Total expenditures are expected to be $1.82 million with proposed changes to enhance curbside service. This budget increases the transfer to the general fund for indirect costs to $310,000. The Recycling Facility division remaining minimum costs were transferred to the curbside solid waste division in 2018. Based on changes made the working capital is anticipated to be healthy and well in excess of the 10% reserve requirement. 86 SOLID WASTE FUND 2019 PUBLIC WORKS DEPARTMENT (SOLID WASTE FUND) The Public Works Department Solid Waste & Recycling Division is responsible to provide curbside solid waste, recycling, green waste collection and street sweeping. Residents will receive manual curbside solid waste collection twice per week, manual recycling collection once per week, green waste collection once per week, bulk waste collection twice per week and street sweeping services once per week. PUBLIC WORKS DEPARTMENT MISSION (SOLID WASTE FUND) To provide exceptional customer service for solid waste, recycling and street sweeping services that is efficient, effective and environmentally responsible. PUBLIC WORKS DEPARTMENT DIVISIONS (SOLID WASTE FUND) Curbside Solid Waste – Collects and disposes of solid waste. (2019 Budget - $953,600) Recycle Facility – Balance of costs transferred to curbside solid waste in 2018. (2019 Budget - $0) Curbside Recycling – Collects and recycles recyclable waste. (2019 Budget - $365,800) Curbside Green Waste Recycling – Collects and recycles recyclable yard waste. (2019 Budget - $191,700) PUBLIC WORKS DEPARTMENT 2019 GOALS (SOLID WASTE FUND) ∗ Continue public education and enforcement of the City’s solid waste, recycling and yard waste placement guidelines. ∗ Work with the Recycling and Solid Waste Reduction Board to promote recycling and reduce contamination of recycling and yard waste. ∗ Reinforce recycling efforts with West U Little League to reduce contamination at the ball fields. ∗ Review and improve resident communication and quality control measures to minimize misses and complaints on collection routes. ∗ Explore national recognition programs for solid waste, recycling, yard waste and/or street sweeping operations. ∗ Explore a safety incentive program for Driver/Equipment Operators. ∗ Continue employee development through technical, management and leadership training. PUBLIC WORKS DEPARTMENT BUDGET HIGHLIGHTS (SOLID WASTE FUND) ∗ Authorized full-time employees – 7 (2018 authorized full-time employees – 7). ∗ Total budget - $1,821,100 (2018 total budget - $1,727,000). ∗ Fees for disposal of solid waste - $296,000 (2018 budget - $240,000). ∗ Payment to the General Fund - $310,000 (2018 budget - $260,000). 87 SOLID WASTE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES FEMA REIMBURSEMENT -$ -$ -$ 8,064$ -$ SOLID WASTE COLLECTION 1,818,945 1,729,184 1,752,000 1,754,800 1,752,000 SOLID WASTE SPECIAL COLLECTION 180 100 1,000 500 500 SALE OF RECYCLABLES 1,278 12,876 3,000 200 - EARNINGS ON INVESTMENTS 333 3,292 1,000 8,500 7,900 MISCELLANEOUS 787 39,881 600 600 600 TOTAL REVENUE 1,821,525 1,785,333 1,757,600 1,772,664 1,761,000 EXPENDITURES BY DIVISION CURBSIDE SOLID WASTE 869,732 940,481 973,000 978,100 953,600 RECYCLING FACILITY 22,203 7,356 - - - CURBSIDE RECYCLING 294,909 291,184 290,600 339,700 365,800 CURBSIDE GREEN WASTE RECYCLING 91,143 153,562 203,400 182,400 191,700 TRANSFER TO GENERAL FUND 310,000 59,400 260,000 260,000 310,000 TOTAL EXPENDITURES 1,587,987 1,451,983 1,727,000 1,760,200 1,821,100 NET REVENUES (EXPENDITURES)233,538 333,350 30,600 12,464 (60,100) BEGINNING WORKING CAPITAL (24,260) 209,278 513,972 542,628 555,092 ENDING WORKING CAPITAL 209,278$ 542,628$ 544,572$ 555,092$ 494,992$ 88 SOLID WASTE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2015 2016 2017 2018 2018 2019 REVENUES FEMA REIMBURSEMENT $ - $ - $ - $ 8,064 $ - SOLID WASTE COLLECTION 1,818,945 1,729,184 1,752,000 1,754,800 1,752,000 SOLID WASTE SPECIAL COLLECTION 180 100 1,000 500 500 SALE OF RECYCLABLES 1,278 12,876 3,000 200 - EARNINGS ON INVESTMENTS 333 3,292 1,000 8,500 7,900 RECOVERED BAD DEBT WRITEOFFS - - - - - MISCELLANEOUS 787 39,881 600 600 600 TOTAL REVENUE 1,821,525 1,785,333 1,757,600 1,772,664 1,761,000 EXPENDITURES REGULAR WAGES 257,476 303,953 310,100 309,000 323,100 OVERTIME 20,562 22,006 25,000 15,500 20,500 LONGEVITY 2,315 2,530 3,400 3,100 3,600 HEALTH & DENTAL 62,371 69,005 69,600 59,500 58,200 TMRS 36,474 45,373 46,700 46,100 45,800 FICA 20,233 24,037 25,200 24,600 25,800 WORKERS COMPENSATION 10,946 12,520 13,100 13,400 12,500 OTHER BENEFITS 4,156 2,938 1,900 1,800 1,900 EMPLOYEE RELATIONS 684 1,172 1,000 1,000 1,500 EMPLOYEE TUITION - - - - - ACCRUED VACATION (3,440) 3,274 - - - PENSION EXPENSE 34,943 39,258 - - - OPEB EXPENSE OFFICE SUPPLIES 200 - 200 200 200 OPERATING SUPPLIES 7,640 8,381 12,200 11,000 12,200 FUEL 27,777 36,105 43,000 45,000 57,000 EQUIPMENT MAINTENANCE 389 29 2,000 41,000 2,000 VEHICLE MAINTENANCE 48,689 99,813 46,000 58,000 43,500 COMMUNICATION - - - - - ELECTRIC SERVICE 703 595 800 1,600 1,600 SURFACE WATER - - - 2,000 4,000 PROFESSIONAL DUES 281 281 900 900 900 TRAVEL & TRAINING 1,462 4,805 5,500 3,500 5,000 DISPOSAL FEE 203,227 201,154 240,000 280,000 296,000 LANDFILL MAINTENANCE 8,880 6,439 12,000 12,000 12,000 OTHER CONTRACTED SERVICES 254,249 248,071 307,000 280,000 289,000 COMMUNITY RELATIONS 17,497 6,629 30,000 22,000 25,000 BAD DEBT EXPENSE 1,464 930 - - - FURNITURE & EQUIP <$5000 - - - - - DEPRECIATION - - - - - OTHER EQUIPMENT 6,911 1,256 10,000 7,600 8,000 CONSTRUCTION COSTS - 10,160 3,000 3,000 3,000 TRANSFER TO GENERAL FUND 310,000 59,400 260,000 260,000 310,000 TRANSFER TO VEHICLE REPLACEMENT FUND 191,000 192,000 217,000 217,000 215,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 56,500 45,800 41,400 41,400 43,800 TOTAL EXPENDITURES 1,587,987 1,451,983 1,727,000 1,760,200 1,821,100 NET REVENUES (EXPENDITURES)233,538 333,350 30,600 12,464 (60,100) BEGINNING FUND BALANCE (24,260) 209,278 513,972 542,628 555,092 ENDING FUND BALANCE 209,278$ 542,628$ 544,572$ 555,092$ 494,992$ 89 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Curbside Solid Waste Personnel 300,947$ 390,290$ 363,000$ 346,300$ 362,100$ Operating charges 878,785 599,375 865,000 886,800 898,500 Capital - 10,216 5,000 5,000 3,000 Total 1,179,732 999,881 1,233,000 1,238,100 1,263,600 Recycling Facility Personnel -$ -$ -$ -$ -$ Operating charges 22,203 6,156 - - - Capital - 1,200 - - - Total 22,203 7,356 - - - Curbside Recycling Personnel 100,803$ 86,498$ 73,600$ 70,300$ 72,600$ Operating charges 187,196 204,686 209,000 263,800 285,200 Capital 6,911 - 8,000 5,600 8,000 Total 294,909 291,184 290,600 339,700 365,800 Curbside Green Waste Recycling Personnel 49,369$ 53,346$ 59,400$ 57,400$ 58,200$ Operating charges 41,774 100,215 144,000 125,000 133,500 Total 91,143 153,562 203,400 182,400 191,700 Total Department 1,587,987$ 1,451,983$ 1,727,000$ 1,760,200$ 1,821,100$ Public Works Department Staffing Schedule (Solid Waste Fund) 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Public Works Curbside Solid Waste Crew Chief G17 1 1 52,400 75,981 Crew Leader-Solid Waste G15 1 1 41,638 60,376 Driver/Equipment Operator G14 3 3 35,887 52,036 Curbside Recycling Driver/Equipment Operator G14 1 1 35,887 52,036 Curbside Green Waste Recycling Driver/Equipment Operator G14 1 1 35,887 52,036 TOTAL SOLID WASTE FUND 7 7 PUBLIC WORKS SOLID WASTE SALARY RANGE 90 Curbside Solid Waste Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 169,298 $ 221,743 $ 224,700 $ 223,900 $ 235,400 ON CALL - - - - - OVERTIME 13,396 16,222 18,000 10,000 15,000 LONGEVITY 1,445 1,700 2,000 2,100 2,400 HEALTH & DENTAL 43,401 53,682 54,800 47,300 45,700 TMRS 23,957 33,158 33,700 33,300 33,100 FICA 13,280 17,501 18,000 17,700 18,600 WORKERS COMPENSATION 7,630 9,135 9,500 9,800 9,100 OTHER BENEFITS 2,601 1,990 1,300 1,200 1,300 EMPLOYEE RELATIONS 684 1,172 1,000 1,000 1,500 ACCRUED VACATION (3,942) 2,469 - - - PENSION EXPENSE 26,559 29,013 - - - OPEB EXPENSE 2,636 2,504 - - - PERSONNEL 300,947 390,290 363,000 346,300 362,100 OFFICE SUPPLIES 200 - 200 200 200 OPERATING SUPPLIES 6,877 7,643 11,000 10,000 11,000 FUEL 22,295 20,986 28,000 24,000 29,000 EQUIPMENT MAINTENANCE 207 - 1,000 40,000 1,000 VEHICLE MAINTENANCE 28,148 55,401 25,000 40,000 25,000 ELECTRIC SERVICE - - 800 1,600 1,600 SURFACE WATER - - - 2,000 4,000 PROFESSIONAL DUES 281 281 900 900 900 TRAVEL & TRAINING 1,462 4,805 5,500 3,500 5,000 DISPOSAL FEE 179,187 175,565 200,000 180,000 180,000 LANDFILL MAINTENANCE 8,880 6,439 12,000 12,000 12,000 OTHER CONTRACTED SERVICES 146,728 121,983 145,000 140,000 144,000 COMMUNITY RELATIONS 13,555 441 13,000 10,000 13,000 BAD DEBT EXPENSE 1,464 930 - - - TRANSFER TO GENERAL FUND 310,000 59,400 260,000 260,000 310,000 TRANSFER TO VEHICLE REPLACEMENT FUND 140,000 123,000 137,000 137,000 135,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 19,500 22,500 25,600 25,600 26,800 OPERATING 878,785 599,375 865,000 886,800 898,500 OTHER EQUIPMENT - 1,256 2,000 2,000 - CONSTRUCTION COSTS - 8,960 3,000 3,000 3,000 CAPITAL - 10,216 5,000 5,000 3,000 CURBSIDE SOLID WASTE DIVISION TOTAL 1,179,732$ 999,881$ 1,233,000$ 1,238,100$ 1,263,600$ PUBLIC WORKS DEPARTMENT 91 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ - $ - $ - $ - $ - PERSONNEL - - - - - FUEL - (39) - - - ELECTRIC SERVICE 703 595 - - - TRANSFER TO TECHNOLOGY MANAGEMENT FUND 21,500 5,600 - - - OPERATING 22,203 6,156 - - - CONSTRUCTION COSTS - 1,200 - - - CAPITAL - 1,200 - - - RECYCLING FACILITY DIVISION TOTAL 22,203$ 7,356$ -$ -$ -$ PUBLIC WORKS DEPARTMENT Recycling Facility Division Line Item Budget 92 Curbside Recycling Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 59,097 $ 48,691 $ 47,600 $ 47,500 $ 49,400 ON CALL - - - - - OVERTIME 5,056 4,169 4,000 3,500 3,500 LONGEVITY 870 830 900 900 1,000 HEALTH & DENTAL 8,900 6,582 7,500 5,100 5,300 TMRS 8,460 7,383 7,300 7,200 7,200 FICA 4,786 3,987 4,000 3,800 4,000 WORKERS COMPENSATION 2,534 2,041 2,000 2,000 1,900 OTHER BENEFITS 897 513 300 300 300 ACCRUED VACATION 501 805 - - - PENSION EXPENSE 8,384 10,245 - - - OPEB EXPENSE 1,318 1,252 - - - PERSONNEL 100,803 86,498 73,600 70,300 72,600 OPERATING SUPPLIES 763 738 1,200 1,000 1,200 FUEL 3,300 10,691 12,000 16,000 21,000 EQUIPMENT MAINTENANCE 182 29 1,000 1,000 1,000 VEHICLE MAINTENANCE 20,004 34,666 15,000 13,000 13,000 DISPOSAL FEE 15,921 11,777 20,000 85,000 100,000 OTHER CONTRACTED SERVICES 76,584 71,897 87,000 80,000 80,000 COMMUNITY RELATIONS 3,942 6,188 17,000 12,000 12,000 TRANSFER TO VEHICLE REPLACEMENT FUND 51,000 51,000 40,000 40,000 40,000 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 15,500 17,700 15,800 15,800 17,000 OPERATING 187,196 204,686 209,000 263,800 285,200 OTHER EQUIPMENT 6,911 - 8,000 5,600 8,000 CAPITAL 6,911 - 8,000 5,600 8,000 CURBSIDE RECYCLING DIVISION TOTAL 294,909$ 291,184$ 290,600$ 339,700$ 365,800$ PUBLIC WORKS DEPARTMENT 93 Curbside Green Waste Recycling Division Line Item Budget Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REGULAR WAGES $ 29,081 $ 33,519 $ 37,800 $ 37,600 $ 38,300 OVERTIME 2,109 1,615 3,000 2,000 2,000 LONGEVITY - - 500 100 200 HEALTH & DENTAL 10,070 8,740 7,300 7,100 7,200 TMRS 4,058 4,832 5,700 5,600 5,500 FICA 2,167 2,548 3,200 3,100 3,200 WORKERS COMPENSATION 781 1,344 1,600 1,600 1,500 OTHER BENEFITS 657 435 300 300 300 ACCRUED VACATION 446 312 - - - PERSONNEL 49,369 53,346 59,400 57,400 58,200 FUEL 2,182 4,466 3,000 5,000 7,000 VEHICLE MAINTENANCE 537 9,747 6,000 5,000 5,500 DISPOSAL FEE 8,118 13,811 20,000 15,000 16,000 OTHER CONTRACTED SERVICES 30,936 54,191 75,000 60,000 65,000 TRANSFER TO VEHICLE REPLACEMENT FUND - 18,000 40,000 40,000 40,000 OPERATING 41,774 100,215 144,000 125,000 133,500 CURBSIDE RECYCLING DIVISION TOTAL 91,143$ 153,562$ 203,400$ 182,400$ 191,700$ PUBLIC WORKS DEPARTMENT 94 INTERNAL SERVICE FUNDS 2019 Summary Discussion 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 four Internal Service Funds: VEHICLE REPLACEMENT FUND The Vehicle Replacement Fund (VRF) 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 vehicles 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 Management 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 newer fund that began in 2011. The seed funding came 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 operates in the same manner as the VRF in that each city department makes 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. EMPLOYEE BENEFITS FUND The Employee Benefits Fund provides a systematic approach to accumulating the funds needed for employee benefits. Each city operating fund contributes to the Employee Benefits Fund on the basis of the estimated cost of each employee benefit. 95 INTERNAL SERVICE FUNDS 2019 VEHICLE REPLACEMENT FUND The Vehicle Replacement Fund (VRF) facilitates the accounting and oversight for the purchase of rolling stock routinely used in providing City services. Each 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. 2018 Financial Activity - Revenue in the VRF will be higher than anticipated in the 2018 Budget due to retired vehicles sold at auction. Expenditures in 2018to the VRF will be slightly lower than budgeted due to lower than budgeted expense for the vehicle purchases. 2019 Budget - Transfers from other funds in 2019 are expected to be $682,300. The budgeted expenditures in 2019 are $206,000, which refurbishes or replaces the following: Police  Replace one unmarked ½-ton Extended Cab Pickup Truck ($30,000) Public Works  Refurbish two Sterling Acterra/Heil A9500 Solid Waste trucks, which 2018 scheduled refurbishment was delayed ($75,000 each)  Replace one ½-ton Extended Cab Pickup Truck ($26,000) 96 VEHICLE REPLACEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES SALE OF CITY PROPERTY 27,503$ 10,850$ -$ -$ -$ EARNINGS ON INVESTMENTS 9,365 17,619 12,500 36,900 34,000 MISCELLANEOUS - - - - - CHARGES TO OPERATING FUNDS TRANSFER FROM GENERAL FUND 336,000 331,300 390,300 390,300 343,300 TRANSFER FROM WATER & SEWER FUND 79,000 76,000 87,000 87,000 90,000 TRANSFER FROM SOLID WASTE FUND 191,000 192,000 217,000 217,000 215,000 TOTAL REVENUES 642,868 627,769 706,800 731,200 682,300 EXPENDITURES LOSS ON DISPOSAL OF CITY PROPERTY - - - - - AUTOMOBILES 43,473 5,277 147,000 161,400 30,000 LIGHT TRUCKS - - - - 26,000 TRUCKS 3,676 30,166 630,000 450,000 150,000 HEAVY EQUIPMENT - - - - - OTHER EQUIPMENT - 2,014 5,000 4,000 - TOTAL EXPENDITURES 47,149 37,457 782,000 615,400 206,000 NET REVENUES (EXPENDITURES)595,719 590,311 (75,200) 115,800 476,300 BEGINNING BALANCE 1,065,931 1,661,650 3,193,867 2,251,961 2,367,761 ENDING BALANCE 1,661,650$ 2,251,961$ 3,118,667$ 2,367,761$ 2,844,061$ 97 City of West University Place, Texas VEHICLE REPLACEMENT SCHEDULE 2020 - 2024 UNIT #VEHICLE DESCRIPTION DEPARTMENT SCHEDULED ESTIMATED ASSIGNED REPLACEMENT YEAR REPLACEMENT COST 102 Toyota Sienna Mini-Van - Unmarked Police 2020 $36,000 209 Pierce Fire Pumper Fire 2020 $750,000 214 Ford Expedition 4x2 Fire 2020 $70,000 302 E-250 Ford Van with Maven Conv. Kit Public Works 2020 $63,000 548 Ameritrail w/ Miller Weld w/ Doors Public Works 2020 $10,000 601 F-250 Extended Cab w/ Dump Body Public Works 2020 $58,000 653 Ameritrail 8'x16' Trailer Public Works 2020 $4,000 714 Chevy 1500 Ext. Cab PU 4x2 Public Works 2020 $36,000 749 GMC W5500 Jet Truck Public Works 2020 $124,000 778 Stanley Haudralic Power Pack Public Works 2020 $12,000 900 Ford F-250 Diesel Ext. Cab PU 4x2 / Mateco Utility Bed Public Works 2020 $45,000 916 Chevy 1500 Ext. Cab PU 4x2 Public Works 2020 $35,000 919 F-250 Extended Cab PU 4x2 Public Works 2020 $40,000 2020 Vehicle & Equipment Replacement Cost:$1,283,000 101 F-150 Ext. Cab PU 4x2 Police 2021 $45,000 104 Chevy Caprice - Unmarked Police 2021 $44,000 130 Ford Interceptor Patrol - SUV Police 2021 $54,000 131 Ford Interceptor Patrol - SUV Police 2021 $54,000 132 Ford Interceptor Patrol - SUV Police 2021 $54,000 707 F-250 Reg. Cab Public Works 2021 $41,000 745 Case Backhoe - Model 580SN-2WD Public Works 2021 $100,000 823 Kubota Trackhoe - Model KV41-VR1T4 Public Works 2021 $35,000 903 Ford Explorer - 4x2 Public Works 2021 $45,000 2021 Vehicle & Equipment Replacement Cost:$472,000 218 Surburban 4x2 - Command Vehicle Fire 2022 $69,000 409 E-350 with Starcraft 14 passenger bus body Parks 2022 $80,000 412 Ford F-250 Ext. Cab w/ Service Body Parks 2022 $51,000 712 Ford F-250 Diesel with RKI L56 Service Body - 4x2 Public Works 2022 $47,000 702 Ford F450 w/ Teletop Service Body Public Works 2022 $72,000 703 Ford F450 w/ Teletop Service Body Public Works 2022 $72,000 704 Ford F450 w/ Teletop Service Body Public Works 2022 $72,000 818 TCM Forklift - Model FD25 T7 Public Works 2022 $35,000 826 6' x 10' Utility Trailer Public Works 2022 $5,000 913 Freightliner FL70 w/ Altec 42' Bucket Public Works 2022 $100,000 915 Ford F450 Truck w/ Utility Body Public Works 2022 $56,000 2022 Vehicle & Equipment Replacement Cost:$659,000 98 City of West University Place, Texas VEHICLE REPLACEMENT SCHEDULE 2020 - 2024 UNIT #VEHICLE DESCRIPTION DEPARTMENT SCHEDULED ESTIMATED ASSIGNED REPLACEMENT YEAR REPLACEMENT COST 1 Ford Escape Public Works 2023 $35,000 133 Ford Interceptor Patrol - SUV Police 2023 $54,000 134 Ford Interceptor Patrol - SUV Police 2023 $54,000 135 Ford Interceptor Patrol - SUV Police 2023 $54,000 213 Trailer Fire 2023 $15,000 658 Trailer Mounted Pressure Washer Public Works 2023 $10,000 670 Volvo VHD w/Heil 2500 Durapack 25 yd body Public Works 2023 $327,000 819 Kubota Excavator - Model U45 Public Works 2023 $70,000 821 Air Compressor - Ingersol Rand XP185WIR Public Works 2023 $22,000 822 20' Utility/Equip. Trailer Public Works 2023 $14,000 827 Enclosed Cargo Trailer - 20' Traffic Response Public Works 2023 $12,000 2023 Vehicle & Equipment Replacement Cost:$667,000 136 Ford Interceptor Patrol - SUV Police 2024 $54,000 137 Ford Interceptor Patrol - SUV Police 2024 $54,000 306 Ford Escape Public Works 2024 $3,400 550 F-450/550 Dump Truck Public Works 2024 $91,000 645 F-750 XLT w/Davis 5/6 Yd Dump Body Public Works 2024 $117,000 657 Intl 4300 M with Schwarze A7 Torndado Body Public Works 2024 $295,000 671 Volvo VHD w/Heil 2500 Durapack 25 yd body Public Works 2024 $328,000 705 F-350 XL Crewcab with Service Body Public Works 2024 $68,000 735 F-750 XLT Dump Truck Public Works 2024 $115,000 2024 Vehicle & Equipment Replacement Cost:$1,125,400 * The replacement schedule is shown for informational purposes only. Depending on various factors, vehicles may get replaced before or after stated years shown. 99 INTERNAL SERVICE FUNDS 2019 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. 2018 Financial Activity - In 2018, transfers from other funds are expected to be $1,567,200 and total revenues are projected to be $1,571,800. Total expenditures are expected to reach $1,512,293. 2019 Budget - The 2019 Budget projects transfers from other funds amounting to $1,617,100. Expenditures for operations are budgeted to be $1,557,500. 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 The mission of the IT department is to provide support in an effective, strategic, and fiscally responsible manner for all technology services by maintaining internally or by use of external resources: a thorough knowledge of operating systems, applications, systems, and hardware; providing a secure infrastructure, that promotes the integrity of the electronic data that is collected, stored, and retrieved; proactively evaluating departmental needs to position them for successful delivery of service while providing efficient, effective, reliable, timely and courteous service to all users. ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT) DIVISIONS Technology Management – Directs, supports and funds the city’s use of technology to provide services. (2019 Budget - $1,557,500) 100 INTERNAL SERVICE FUNDS 2019 ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT FUND) 2019 GOALS ∗ Continue the Detailed Design on the Virtual Gate Project with the initial start on construction in 2019 ∗ Support the enhancement and effectiveness of our webpage, including multi- media offerings ∗ Support the continued enhancement and expansion of the Cartegraph Work Order System ∗ Continue our Hi-Technology replacement plan by replacing 20% of the desktop inventory annually ADMINISTRATION DEPARTMENT (TECHNOLOGY MANAGEMENT FUND) BUDGET HIGHLIGHTS ∗ Authorized full-time employees – 4 (2018 authorized full-time employees – 4). ∗ Total budget – $1,557,500 (2018 total budget – $1,523,193). 101 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 Administration Personnel 558,699$ 601,387$ 583,400$ 572,500$ 592,700$ Operating charges 909,683 860,586 939,793 939,793 964,800 Total Department 1,468,382$ 1,461,973$ 1,523,193$ 1,512,293$ 1,557,500$ Administration Staffing Schedule (Technology Management Fund) 2018 2019 POSITION GRADE BUDGET BUDGET MINIMUM MAXIMUM Technology Management Information Technology Director G41 1 1 112,207 190,753 IT Operations Manager G32 1 1 89,541 143,266 Network Administrator G23 1 1 61,802 92,703 IT Technician G17 1 1 52,400 75,981 Total Technology Management Fund 4 4 TECHNOLOGY MANAGEMENT FUND SALARY RANGE ADMINISTRATION DEPARTMENT 102 TECHNOLOGY MANAGEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES CHARGES TO OPERATING FUNDS TRANSFER FROM GENERAL FUND 1,342,250$ 1,301,100$ 1,394,100$ 1,394,100$ 1,435,500$ TRANSFER FROM CAPITAL RESERVE FUND 132,000 - - - - TRANSFER FROM WATER & SEWER FUND 137,500 123,500 131,700 131,700 137,800 TRANSFER FROM SOLID WASTE FUND 56,500 45,800 41,400 41,400 43,800 SALE OF CITY PROPERTY 125 - - - - MISCELLANEOUS - 3,159 - - - EARNINGS ON INVESTMENTS 851 3,182 1,000 4,600 4,200 TOTAL REVENUES 1,669,226 1,476,741 1,568,200 1,571,800 1,621,300 EXPENDITURES REGULAR WAGES 350,619$ 365,570$ 395,700$ 395,800$ 415,500$ ON CALL 5,370 4,560 5,500 2,800 2,800 OVERTIME 11,053 17,508 8,500 8,500 8,500 LONGEVITY 1,780 1,582 1,600 1,800 2,000 HEALTH & DENTAL 52,131 55,983 71,000 61,700 63,500 TMRS 49,670 55,276 58,000 57,900 57,200 FICA 27,046 27,874 29,900 30,300 30,400 WORKERS COMPENSATION 1,449 1,289 1,600 1,400 1,200 ALLOWANCES 12,960 11,367 9,800 10,600 9,800 OTHER BENEFITS 3,355 2,406 1,800 1,700 1,800 ACCUMULATED SICK LEAVE - 310 - - - ACCRUED VACATION 1,390 10,926 - - - PENSION EXPENSE 39,242 44,234 - - - OPEB EXPENSE 2,636 2,504 - - - PERSONNEL 558,699 601,387 583,400 572,500 592,700 EQUIPMENT MAINTENANCE 46,005 33,287 20,000 20,000 20,000 HARDWARE & SOFTWARE MAINTENANCE CONTRACTS 439,615 523,157 537,873 537,873 600,000 TELE-COMMUNICATIONS & DATA & RADIO 212,513 223,245 264,120 264,120 227,000 SOFTWARE LICENSES 2,332 - - - - CONSULTANTS 6,191 21,834 15,000 15,000 15,000 TRAVEL & TRAINING 13,370 5,157 12,800 12,800 12,800 OTHER CONTRACTED SERVICES 35 12,146 - - - TECHNOLOGY PROJECTS 89,662 12 - - - HIGH TECHNOLOGY REPLACEMENTS 99,960 41,747 90,000 90,000 90,000 OPERATIONS 909,683 860,586 939,793 939,793 964,800 TOTAL EXPENDITURES 1,468,382 1,461,973 1,523,193 1,512,293 1,557,500 NET REVENUES (EXPENDITURES)200,844 14,768 45,007 59,507 63,800 BEGINNING BALANCE (200,816) 28 (5,197) 14,795 74,302 ENDING BALANCE 28$ 14,795$ 39,810$ 74,302$ 138,102$ 103 INTERNAL SERVICE FUNDS 2019 EQUIPMENT REPLACEMENT FUND The Equipment Replacement Fund (ERF) began in 2011. The General Fund transferred excess reserves in 2012 and 2013 as seed funding for future equipment replacements. Additional funds from the EnerNOC, Inc. Demand Response Sales and Services Agreement are deposited into the ERF. The ERF is used to finance the purchase of equipment routinely used in providing the city’s services. The ERF operates in the same manner as the Vehicle Replacement Fund (VRF) in that each city department makes contributions to the ERF based on the estimated life and replacement cost of the equipment it uses. The ERF purchases equipment when a combination of age and repair cost indicates that the equipment has reached the end of its service life. 2018 Financial Activity - In 2018, transfers from other funds are expected to be $653,500 and total revenues are projected to be $696,100. Total expenditures are expected to be $400,000. 2019 Budget - Transfers from other funds in 2019 are expected to be $575,400. The budgeted expenditures in 2019 are $257,800, which is for the following purchases: ∗ Fire – Self Contained Breathing Apparatus of $121,000 ∗ PW-Facilities – Water Pump #1 and #2 for total of $14,800 ∗ Parks-WURC – Diamond Brite pool finish of $78,000 ∗ Parks-WURC – Recumbent Bike of $5,400 ∗ Parks-WURC – Two treadmills for total of $18,800 ∗ Parks-WURC – Two Moving Arms Ellipticals for total of $15,300 ∗ Parks-WURC – Lily and Turtle Pad Resurfacing for total of $4,500 The planned expenditures for the next five year period are also listed following the Statement of Revenues and Expenditures. 104 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES SALE OF CITY PROPERTY 6,500$ 507$ -$ 2,100$ -$ MISCELLANEOUS 10,351 13,311 - 10,000 10,000 TRANSFER FROM GENERAL FUND 866,000 851,700 653,500 653,500 575,400 EARNINGS ON INVESTMENTS 4,742 13,450 4,100 30,500 28,200 TRANSFER FROM FIRE SPRECIAL REVENUE FUND 2,325 - - - - TRANSFER FROM SOLID WASTE FUND - - - - - TRANSFER FROM TECHNOLOGY MANAGEMENT FUND - - - - - TOTAL REVENUES 889,918 878,968 657,600 696,100 613,600 EXPENDITURES FURNITURE & FIXTURES - - - - - OTHER EQUIPMENT - 12,596 439,100 400,000 257,800 CAPITAL PURCHASES RECLASSIFIED AS ASSET 137,809 74,153 TOTAL EXPENDITURES 137,809 86,749 439,100 400,000 257,800 NET REVENUES (EXPENDITURES)752,109 792,219 218,500 296,100 355,800 BEGINNING BALANCE 288,717 1,040,826 1,100,617 1,833,045 2,129,145 ENDING BALANCE 1,040,826$ 1,833,045$ 1,319,117$ 2,129,145$ 2,484,945$ EQUIPMENT REPLACEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES 105 EQUIPMENT REPLACEMENT SCHEDULE FIVE YEAR REPLACEMENT SCHEDULE 2020 - 2024 DESCRIPTION DEPARTMENT ASSIGNED SCHEDULED REPLACEMENT YEAR ESTIMATED REPLACEMENT COST Water pump built into chiller.Facilities 2020 10,760.00 Compressors (1st comp purch-2004 - 2nd comp purch General Svcs 2020 6,990.00 Becsys5 PARD- Colonial Park Pool 2020 6,720.00 Lady Alligator PARD- Colonial Park Pool 2020 6,900.00 Umbrella 9"dia. F19pm PARD- Colonial Park Pool 2020 7,495.00 4020 Marina Chaise Lounge (70)PARD- Colonial Park Pool 2020 18,500.00 RayPak Pool Heater - CP PARD- Colonial Park Pool 2020 32,400.00 UV System-6050 PARD- Colonial Park Pool 2020 60,500.00 Diamond Brite - CP PARD- Colonial Park Pool 2020 127,680.00 Precor 835 Recumbent Bike (2)PARD- Recreation Center 2020 5,915.00 Precor 833 EFX - Elliptical (fixed arms)PARD- Recreation Center 2020 6,790.00 15" LCD TV (6)PARD- Recreation Center 2020 6,885.00 Precor 833 TRM Treadmill (2-2)PARD- Recreation Center 2020 18,850.00 UV System-6030 PARD- Recreation Center 2020 36,300.00 Clary UPS Traffic 2020 8,065.00 Clary UPS Traffic 2020 8,065.00 Clary UPS Traffic 2020 8,065.00 Clary UPS Traffic 2020 8,065.00 Clary UPS Traffic 2020 8,065.00 Pedestrian Indicators Traffic 2020 9,680.00 Pedestrian Indicators Traffic 2020 9,680.00 Pedestrian Indicators Traffic 2020 9,680.00 Pedestrian Indicators Traffic 2020 9,680.00 Pedestrian Indicators Traffic 2020 9,680.00 Signal Indication/Illumination Traffic 2020 11,075.00 Signal Indication/Illumination Traffic 2020 11,075.00 Signal Indication/Illumination Traffic 2020 11,075.00 Signal Indication/Illumination Traffic 2020 11,075.00 Signal Indication/Illumination Traffic 2020 11,075.00 Traffic Light Poles (2) and Mast Arms (4) (non-decora Traffic 2020 119,410.00 Traffic Light Poles (2) and Mast Arms (4) (non-decora Traffic 2020 119,410.00 Traffic Light Poles (2) and Mast Arms (4) (non-decora Traffic 2020 119,410.00 Traffic Light Poles (2) and Mast Arms (4) (non-decora Traffic 2020 119,410.00 Traffic Light Poles (2) and Mast Arms (4) (non-decora Traffic 2020 119,410.00 2020 Replacement Cost:1,093,835$ RayPak Pool Heater PARD- Recreation Center 2021 23,380.00 2021 Replacement Cost: 23,380$ 106 EQUIPMENT REPLACEMENT SCHEDULE FIVE YEAR REPLACEMENT SCHEDULE 2020 - 2024 DESCRIPTION DEPARTMENT ASSIGNED SCHEDULED REPLACEMENT YEAR ESTIMATED REPLACEMENT COST LifePack 15 cardiac monitor - Medic 1 Fire 2022 45,695.00 Lily Pad Entry Pads PARD- Colonial Park Pool 2022 24,090.00 Wier Tennis Court Resurfacing PARD- Park Maintenance 2022 8,360.00 Judson Park Lighting PARD- Park Maintenance 2022 33,295.00 Wier Irrigation PARD- Park Maintenance 2022 38,735.00 Precor 835 AMT (2)PARD- Recreation Center 2022 18,570.00 Precor 833 TRM Treadmill (2)PARD- Recreation Center 2022 18,910.00 Video Processors Traffic 2022 6,720.00 Video Processors Traffic 2022 6,720.00 Video Processors Traffic 2022 6,720.00 Video Processors Traffic 2022 6,720.00 Video Processors Traffic 2022 6,720.00 2022 Replacement Cost:221,255$ PWPACK Facilities 2023 7,790.00 IceFD Facilities 2023 8,235.00 Air Handler #1 - CH Facilities 2023 25,335.00 Air Handler #3 - CH Facilities 2023 28,690.00 Air Handler #4 Facilities 2023 28,895.00 Air Handler #2 - CH Facilities 2023 29,735.00 Submersible Pumps General Svcs 2023 11,130.00 Whitt Johnson Irrigation PARD- Park Maintenance 2023 37,690.00 Huffington Irrigation PARD- Park Maintenance 2023 46,275.00 2023 Replacement Cost:223,775$ Pool Heater Facilities 2024 42,065.00 Fabric for All Structures PARD- Colonial Park Pool 2024 22,495.00 2024 Replacement Cost:64,560$ 107 INTERNAL SERVICE FUNDS 2019 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. 2018 Financial Activity - The city’s Employee Benefit Fund revenue is anticipated to be at $2.36 million to fund employee benefits and the administrative costs of providing those benefits. Charges to the operating funds are expected to be $1.96 million and the balance of $0.41 million comes from employee/retiree contributions and other miscellaneous earnings. Expenditures are expected to be $2.45 million, equal to appropriations. 2019 Budget - Charges to operating funds in the amount of $2.21 million plus $0.44 million from employee/retiree contributions and other miscellaneous earnings are budgeted. Expenditures are expected to be $2.72 million, a 1.00% increase from the 2018 budgeted expenditures. 108 EMPLOYEE BENEFITS FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES CHARGES TO OPERATING FUNDS: ER - HEALTH $ 1,205,060 1,309,281$ 1,523,500$ 1,280,000$ 1,443,600$ ER - DENTAL 55,766 58,231 67,200 61,300 62,100 ER - LIFE 18,497 17,918 20,000 12,000 14,000 ER - DISABILITY 30,535 30,637 30,200 25,800 29,500 ER - WORKER'S COMPENSATION 108,483 115,365 131,200 122,150 126,100 ER - RETIREES 209,000 240,400 180,000 180,000 188,600 ER - OTHER BENEFITS 322,027 359,442 274,500 274,500 348,300 EMPLOYEE CONTRIBUTIONS: EE - HEALTH 243,469 285,508 316,800 304,100 336,800 EE - DENTAL 16,870 16,523 20,500 16,300 16,300 EE - VISION 13,104 13,395 14,500 13,900 13,100 RETIREE CONTRIBUTIONS - 1,012 - - - COBRA CONTRIBUTIONS 29,243 40,893 30,000 58,600 59,100 EARNINGS ON INVESTMENTS 5,721 8,146 3,000 16,200 15,000 TOTAL REVENUES 2,257,775 2,496,751 2,611,400 2,364,850 2,652,500 EXPENDITURES MEDICAL PREMIUMS - ACTIVE 1,571,458 1,644,374 1,840,300 1,688,000 1,780,400 MEDICAL PREMIUMS - RETIRED 127,683 117,792 180,000 143,500 158,600 MEDICAL PREMIUMS - COBRA - 26,998 30,000 47,900 36,700 DENTAL PREMIUMS - ACTIVE 76,464 79,269 87,700 79,900 80,500 VISION PREMIUMS - ACTIVE 14,827 13,147 14,500 12,400 13,300 WORKER'S COMPENSATION 94,196 97,876 131,200 100,000 100,000 LIFE & AD&D, DISABILITY 49,851 53,687 50,600 48,000 50,800 UNEMPLOYMENT CLAIMS 3,567 84 10,000 10,000 10,000 HRA Costs - - - 2,500 5,000 OTHER ADMINSTRATIVE COST 10,401 22,757 20,000 15,000 20,000 MEDICAL PREMIUMS - RETIREE DEPENDENT 2,399 - 40,000 - - HEALTH CARE REFORM UNFUNDED MANDATE 4,185 - - - - WELLNESS PROGRAM 8,332 17,812 22,000 10,000 20,000 ACCUMULATED SICK LEAVE - - 80,000 80,000 90,000 ACCRUED VACATION - - 40,000 40,000 60,000 RECRUITING & HIRING 17,186 16,894 24,000 15,000 25,200 EVENTS 14,203 12,646 20,000 20,000 15,000 AWARDS 2,619 1,307 3,000 3,000 3,000 TUITION 28,137 14,753 42,500 42,500 44,000 INCENTIVES - - 5,000 - - SOFTWARE LICENSES - - - - 17,200 CONSULTANTS 3,338 47,469 10,000 54,500 43,900 TRAVEL & TRAINING 6,409 1,791 10,000 7,000 - TRANSFER TO GENERAL FUND - 146,500 - - 142,500 TRANSFER TO WATER & SEWER FUND - - 29,700 29,700 - TOTAL EXPENDITURES 2,035,255 2,315,156 2,690,500 2,448,900 2,716,100 NET REVENUES (EXPENDITURES)222,520 181,595 (79,100) (84,050) (63,600) BEGINNING BALANCE 863,656 1,086,176 557,391 1,267,771 1,183,721 ENDING BALANCE 1,086,176$ 1,267,771$ 478,291$ 1,183,721$ 1,120,121$ 109 SPECIAL REVENUE FUNDS 2019 Summary Discussion 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 ten active Special Revenue Funds in 2019: THE PARKS FUND - The Parks Fund accounts for donations made by citizens for West University Place parks. THE FRIENDS OF WEST UNIVERSITY PARKS DONATION FUND – This fund accounts for donations and expenditures funded by the Friends of West University 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 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 $3.00 fee added to traffic tickets issued in West University Place. Revenues generated by this fee can be used only to provide security for the building housing the Court. THE METRO FUND – In 1999, The Metropolitan Transit Authority of Harris County (METRO) and West University Place entered into an interlocal, multi-year Congestion Mitigation/Traffic Management agreement. This agreement was modified and extended to December 2025 by the Harris County voters in November 2012. The payments from METRO are due not later than 30 days after each quarter. These funds are used for transportation related capital projects. POLICE FORFEITED PROPERTY FUND – Certain property used in the commission of crimes or proceeds from criminal activity is subject to forfeiture. Funds generated from the sale of this property are set aside for the use of the Police Department. FIRE TRAINING FUND – Accounts for grants, donations and other funds set aside for training firefighters. POLICE TRAINING FUND-Accounts for grants, donations and other funds set aside for training police officers. GOOD NEIGHBOR FUND – The City receives donations to fund the activities of the Good Neighbor Team, specifically “Handy Man” home repairs for resident senior citizens. The Good Neighbor Fund restricts the use of those donations to that specific activity. 110 PARKS DONATION FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES EARNINGS ON INVESTMENTS 225$ 1,746$ 900$ 2,600$ 1,400$ DONATIONS 72,824 226,514 42,700 46,000 45,500 MISCELLANEOUS - CULT & REC 255 - - - - TOTAL REVENUES 73,304 228,259 43,600 48,600 46,900 EXPENDITURES OPERATING SUPPLIES 29,266 12,017 146,900 6,000 65,000 FURNITURE & EQUIP <$5000 - - - - 12,200 CONSTRUCTION COSTS 25,959 56,806 - 126,400 - TOTAL EXPENDITURES 55,224 68,823 146,900 132,400 77,200 NET REVENUES (EXPENDITURES)18,080 159,436 (103,300) (83,800) (30,300) BEGINNING BALANCE 21,427 39,507 218,510 198,943 115,143 ENDING BALANCE 39,507$ 198,943$ 115,210$ 115,143$ 84,843$ STATEMENT OF REVENUES AND EXPENDITURES 111 FRIENDS OF WEST UNIVERSITY PARKS FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES FRIENDS OF WEST U PARKS 352,387$ -$ 500,000$ 302,000$ -$ EARNINGS ON INVESTMENTS - 0$ - - - TOTAL REVENUES 352,387 0 500,000 302,000 - EXPENDITURES CONSTRUCTION COSTS 352,387 - 500,000 302,000 - TOTAL EXPENDITURES 352,387 - 500,000 302,000 - NET REVENUES (EXPENDITURES)- 0 - - - BEGINNING BALANCE 611 611 30,823 611 611 ENDING BALANCE 611$ 611$ 30,823$ 611$ 611$ STATEMENT OF REVENUES AND EXPENDITURES 112 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES MUNICIPAL COURT FINES 4,174$ 5,673$ 5,000$ 5,000$ 5,000$ EARNINGS ON INVESTMENTS 0 32 - 100 - TOTAL REVENUES 4,174 5,705 5,000 5,100 5,000 EXPENDITURES HARDWARE & SOFTWARE MAINTENACE CONTRACTS - - - - - OTHER CONTRACTED SERVICES (561) - - - - FURNITURE & EQUIP <$5000 - - - - - TOTAL EXPENDITURES (561) - - - - NET REVENUES (EXPENDITURES)4,736 5,705 5,000 5,100 5,000 BEGINNING BALANCE (4,282) 454 5,454 6,159 11,259 ENDING BALANCE 454$ 6,159$ 10,454$ 11,259$ 16,259$ STATEMENT OF REVENUES AND EXPENDITURES COURT TECHNOLOGY FUND 113 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES OTHER FEES AND PERMITS 73,091$ 45,450$ 40,000$ 30,000$ 30,000$ EARNINGS ON INVESTMENTS 1,301 2,127 900 4,100 3,800 TOTAL REVENUES 74,392 47,577 40,900 34,100 33,800 EXPENDITURES TREE REPLACEMENT OPERATING EXPENDITURES 35,587 12,670 33,000 33,000 35,000 TOTAL EXPENDITURES 35,587 12,670 33,000 33,000 35,000 NET REVENUES (EXPENDITURES)38,805 34,907 7,900 1,100 (1,200) BEGINNING BALANCE 185,970 224,775 228,075 259,682 260,782 ENDING BALANCE 224,775$ 259,682$ 235,975$ 260,782$ 259,582$ STATEMENT OF REVENUES AND EXPENDITURES TREE REPLACEMENT FUND 114 COURT SECURITY FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES MUNICIPAL COURT FINES 3,119$ 4,329$ 4,500$ 4,800$ 4,500$ EARNINGS ON INVESTMENTS 287 412 150 700 600 TOTAL REVENUES 3,406 4,741 4,650 5,500 5,100 EXPENDITURES REGULAR WAGES - - - 7,000 7,250 FURNITURE & EQUIP <$5000 - 4,576 15,000 500 1,500 TOTAL EXPENDITURES - 4,576 15,000 7,500 8,750 NET REVENUES (EXPENDITURES)3,406 165 (10,350) (2,000) (3,650) BEGINNING BALANCE 41,634 45,040 40,701 45,204 43,204 ENDING BALANCE 45,040$ 45,204$ 30,351$ 43,204$ 39,554$ STATEMENT OF REVENUES AND EXPENDITURES 115 METRO FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES METRO 525,681$ 532,336$ 568,000$ 544,500$ 555,500$ EARNINGS ON INVESTMENTS 784 1,361 650 2,000 1,800 TOTAL REVENUES 526,465 533,697 568,650 546,500 557,300 EXPENDITURES TRANSFER TO TRANSPORTATION IMPROVEMENT FUND 500,000 500,000 732,000 732,000 600,000 TOTAL EXPENDITURES 500,000 500,000 732,000 732,000 600,000 NET REVENUES (EXPENDITURES)26,465 33,697 (163,350) (185,500) (42,700) BEGINNING BALANCE 205,611 232,076 277,876 265,773 80,273 ENDING BALANCE 232,076$ 265,773$ 114,526$ 80,273$ 37,573$ STATEMENT OF REVENUES AND EXPENDITURES 116 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES FORFEITED PROPERTY 3,501$ 18,333$ -$ -$ -$ EARNINGS ON INVESTMENTS 10 118 50 400 400 TOTAL REVENUES 3,511 18,451 50 400 400 EXPENDITURES OPERATING SUPPLIES - - - - - TOTAL EXPENDITURES - - - - - NET REVENUES (EXPENDITURES)3,511 18,451 50 400 400 BEGINNING BALANCE 4,967 8,478 4,578 26,929 27,329 ENDING BALANCE 8,478$ 26,929$ 4,628$ 27,329$ 27,729$ STATEMENT OF REVENUES AND EXPENDITURES POLICE FORFEITED PROPERTY FUND 117 POLICE TRAINING FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES STATE GRANT 2,074$ 2,035$ 2,000$ -$ -$ EARNINGS ON INVESTMENTS 38 168 60 300 300 CLASS FEES - - - - - TOTAL REVENUES 2,112 2,203 2,060 300 300 EXPENDITURES TRAINING SUPPLIES - - 2,000 - - TRAVEL & TRAINING 1,250 - - - - TOTAL EXPENDITURES 1,250 - 2,000 - - NET REVENUES (EXPENDITURES)862 2,203 60 300 300 BEGINNING BALANCE 16,406 17,268 16,403 19,471 19,771 ENDING BALANCE 17,268$ 19,471$ 16,463$ 19,771$ 20,071$ STATEMENT OF REVENUES AND EXPENDITURES 118 FIRE TRAINING FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES STATE GRANT -$ -$ -$ -$ -$ SETRAC 2,325 - - - - EARNINGS ON INVESTMENTS 5 60 - 200 - DONATIONS 9,159 5,223 - - - TRANSFER FROM GENERAL FUND 206 - - - - TOTAL REVENUES 11,695 5,283 - 200 - EXPENDITURES OPERATING SUPPLIES - 4,394 - - - HEAVY EQUIPMENT 2,500 - - - - TRANSFER TO EQUIPMENT REPLACEMENT FUND 2,325 - - - - TOTAL EXPENDITURES 4,825 4,394 - - - NET REVENUES (EXPENDITURES)6,869 889 - 200 - BEGINNING BALANCE 2,388 9,257 12,425 10,147 10,347 ENDING BALANCE 9,257$ 10,147$ 12,425$ 10,347$ 10,347$ STATEMENT OF REVENUES AND EXPENDITURES 119 GOOD NEIGHBOR FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES EARNINGS ON INVESTMENTS 19$ 29$ -$ 100$ -$ DONATIONS 350 995 800 - - TOTAL REVENUES 369 1,024 800 100 - EXPENDITURES COMMUNITY RELATIONS - - 2,500 - 2,500 BOARDS AND COMMITTEES - - - - - TOTAL EXPENDITURES - - 2,500 - 2,500 NET REVENUES (EXPENDITURES)369 1,024 (1,700) 100 (2,500) BEGINNING BALANCE 2,591 2,960 3,100 3,984 4,084 ENDING BALANCE 2,960$ 3,984$ 1,400$ 4,084$ 1,584$ STATEMENT OF REVENUES AND EXPENDITURES 120 CAPITAL PROJECT FUNDS 2019 Summary Discussion 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 $50,000), 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 which will be reduced to three in 2019 with the elimination of the capital reserve fund. 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 and bond proceeds. With the elimination of the Capital Reserve Fund in 2019, excess general fund reserves will flow straight into this fund. CAPITAL RESERVE FUND The Capital Reserve Fund serves as a pass-through fund and 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. This pass-through fund will be eliminated in 2019 with the excess reserves flowing straight to the Capital Project fund. TRANSPORTATION IMPROVEMENT FUND The Transportation Improvement Fund accounts for capital projects to improve roads and the associated drainage issues. WATER AND SEWER CAPITAL FUND The Water and Sewer Capital Fund accounts for funds set aside to be used for Capital Projects related to the Water and Sewer Utility System. 121 CAPITAL PROJECT FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES FRIENDS OF WEST U PARKS $ 20,918 $ - $ - $ - $ - FEMA REIMBURSEMENT - - - 57,375 - EARNINGS ON INVESTMENTS 1,401 1,388 4,000 6,400 6,000 TRANSFER FROM GENERAL FUND - - 200,000 200,000 - TRANSFER FROM CAPITAL RESERVE FUND 325,000 200,000 649,505 649,505 6,968 FUTURE BOND PROCEEDS - - 675,000 - 2,140,000 TOTAL REVENUES 347,319 201,388 1,528,505 913,280 2,152,968 EXPENDITURES PROJECT EXPENDITURES Facilities Master Plan 75 - - - - WURC Garage Door Repairs 2,961 - - - Connect all Generators to Network 15,119 - - - WURC Locker Room Floor Refinishing 17,600 - - - Admin Conference/Jury Room Sound Masking 2,921 - - - Replace Community Building/Senior Services HVAC Units 11,308 - - - Animal Control Shelter 13,031 7,089 38,000 2,800 60,000 Library Renovations 196,535 93,170 - - - Milton Street Pump Station Climate Control 17,721 - - - Traffic Signals Battery Backup Replacement 6,000 - - - Replace Traffic Control Office HVAC 6,788 - - - Virtual Gate-start Phase 1 - - 675,000 107,500 2,140,000 WURC Westside Concrete Parking Lot 500,000 400,000 100,000 PW Maintenance Parking Lot/Wash Bay - - 175,000 175,000 Emergency Operations Storage Building - - 30,000 - TOTAL EXPENDITURES 290,059 100,259 1,418,000 685,300 2,300,000 BEGINNING BALANCE 62,627 119,887 185,387 221,017 448,997 ENDING BALANCE 119,887$ 221,017$ 295,892$ 448,997$ 301,965$ *Proposed budget includes roll over of projects expected to spend in 2019 STATEMENT OF REVENUES AND EXPENDITURES 122 CAPITAL RESERVE FUND Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES EARNINGS ON INVESTMENTS $ 2,809 $ 4,568 $ - $ 3,901 $ - TRANSFER FROM GENERAL FUND 500,000 500,000 - - - TOTAL REVENUES 502,809 504,568 - 3,901 - EXPENDITURES TRANSFER TO CAPITAL PROJECTS FUND 325,000 200,000 649,505 649,505 6,968 TRANSFER TO TECHNOLOGY MANAGEMENT FUND 132,000 - - - - TOTAL EXPENDITURES 457,000 200,000 649,505 649,505 6,968 BEGINNING BALANCE 302,196 348,005 650,405 652,572 6,968 ENDING BALANCE 348,005$ 652,572$ 900$ 6,968$ -$ STATEMENT OF REVENUES AND EXPENDITURES 123 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES FEMA REIMBURSEMENT $ - $ - $ - $ - $ 1,173,750 SOUTHSIDE PLACE - - - - 58,125 EARNINGS ON INVESTMENTS 6,256 12,288 5,000 25,100 23,200 FEDERAL GRANT - - 1,120,000 176,000 800,000 TRANSFER FROM METRO GRANT FUND 500,000 500,000 732,000 732,000 600,000 FUTURE BOND PROCEEDS - - - - 833,125 TOTAL REVENUES 506,256 512,288 1,857,000 933,100 3,488,200 PROJECT EXPENDITURES Library Renovations 3,375 - - - - Southwestern Street Inlets 6,767 - - - - City Wide Drainage Study - 11,101 34,900 - Kilmarnock retaining wall replacement - - 100,000 100,000 - Roadway repairs/overlay/replacement - - 150,000 150,000 150,000 Buffalo Speedway - 120,082 2,724,000 462,900 2,400,000 Weslayan Rd repairs - 78,701 - - - Auden Shared Drainage System- Design 465,000 TOTAL EXPENDITURES 10,142 209,884 2,974,000 747,800 3,015,000 BEGINNING BALANCE 690,726 1,186,840 1,510,995 1,489,244 1,674,544 ENDING BALANCE 1,186,840$ 1,489,244$ 393,995$ 1,674,544$ 2,147,744$ *Proposed budget includes roll over of projects expected to spend in 2019 TRANSPORTATION IMPROVEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES 124 Actual Actual Budget Estimated Budget 2016 2017 2018 2018 2019 REVENUES EARNINGS ON INVESTMENTS 14,987$ 13,500$ 12,000$ 22,300$ 20,600$ TRANSFER FROM WATER & SEWER FUND 700,000 - 900,000 900,000 900,000 TOTAL REVENUES 714,987 13,500 912,000 922,300 920,600 PROJECT EXPENDITURES Automated Meter Reading 87,727 - - - - Water Well Rehabilitation 196,503 - - - - Belt Filter Press Replacement 346,057 51,327 - - - Lift Station Renovations #8-12 - 11,669 - 215,300 - Milton Street GST Rehabilitation 113,916 - - - - WWTP Outfall Relocation 6,074 104,253 - - - Bissonnet Water Line Replacement (Buffalo To Kirby)- - - 650,000 - WWTP Clarifier Replacement - 396,146 - - - WWTP Aeration Basin monitoring equipment - 15,751 - 2,400 - WWTP Fencing - - - - 60,000 Sewer Inflow & Infiltration Detection/Reduction - - 50,000 50,000 - Bufalo Speedway Reconstruction - 14,495 - - - WWTP Weir Replacement - - 200,000 - 400,000 WWTP Floodwater Protection - - 125,000 - 50,000 Water System Chlorimination Upgrades - - 380,000 200,000 180,000 WWTP Efficiency Study 90,000 WWTP Lighting Replacement 115,000 Liftstations 1-12 Lining Project 25,000 TOTAL EXPENDITURES 750,278 593,640 755,000 1,117,700 920,000 NET REVENUES (EXPENDITURES)(35,290) (580,140) 157,000 (195,400) 600 BEGINNING BALANCE 1,896,034 1,860,744 427,343 1,280,604 1,085,204 ENDING BALANCE 1,860,744$ 1,280,604$ 584,343$ 1,085,204$ 1,085,804$ *Proposed budget includes roll over of projects expected to spend in 2019 WATER AND SEWER CAPITAL PROJECTS STATEMENT OF REVENUES AND EXPENDITURES 125 126 127 128 129 130 131 132