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HomeMy WebLinkAboutFY 2001-2002 -- Approved Annual Budget CITY OF COLLEGE STATION AAAPPROVEDPPROVEDPPROVED A A ANNUALNNUALNNUAL B B BUDGETUDGETUDGET FISCAL YEAR 2001-2002 CITY OF COLLEGE STATION APPROVED BUDGET FOR FISCAL YEAR OCTOBER 1, 2001 TO SEPTEMBER 30, 2002 MAYOR LYNN MCILHANEY JAMES MASSEY, COUNCILMAN RON SILVIA,COUNCILMAN WINNIE GARNER, COUNCILMAN LARRY MARIOTT, MAYOR PRO-TEM DENNIS MALONEY, COUNCILMAN ANNE HAZEN, COUNCILMAN THOMAS E. BRYMER, CITY MANAGER JEFF KERSTEN, BUDGET AND STRATEGIC PLANNING DIRECTOR CITY OF COLLEGE STATION, TEXAS PRINCIPAL CITY OFFICIALS OCTOBER 2001 ELECTED OFFICIALS: MAYOR ....................................................................................................LYNN R. MCILHANEY COUNCIL MEMBERS .....................................................LARRY MARIOTT, MAYOR PRO-TEM RON SILVIA WINNIE GARNER JAMES MASSEY DENNIS MALONEY ANNE HAZEN CITY ADMINISTRATION: CITY MANAGER.......................................................................................THOMAS E. BRYMER ASSISTANT CITY MANAGER ..........................................................................GLENN BROWN DIRECTOR OF PUBLIC UTILITIES ................................................................JOHN C. WOODY POLICE CHIEF ..........................................................................................EDGAR R. FELDMAN FIRE CHIEF ..................................................................................................DAVID GIORDANO DIRECTOR OF FISCAL SERVICES...............................................................CHARLES CRYAN BUDGET AND STRATEGIC PLANNING DIRECTOR .........................................JEFF KERSTEN DIRECTOR OF PUBLIC WORKS ..........................................................................MARK SMITH DIRECTOR OF PARKS AND RECREATION...........................................STEPHEN C. BEACHY DIRECTOR OF DEVELOPMENT SERVICES ....................................................JIM CALLAWAY DIRECTOR OF THE OFFICE OF TECHNOLOGY AND INFORMATION SERVICES.................................................................LINDA S. PIWONKA DIRECTOR OF HUMAN RESOURCES .........................................................JULIE O’CONNELL DIRECTOR OF ECONOMIC DEVELOPMENT ..........................................................KIM FOUTZ CITY ATTORNEY ...................................................................................HARVEY CARGILL, Jr. CITY SECRETARY .......................................................................................CONNIE L. HOOKS The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to the City of College Station, Texas for its annual budget for the fiscal year beginning October 1, 2000. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. This award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. TABLE OF CONTENTS Transmittal Letter...............................................................................................i Executive Summary Executive Summary .....................................................................................1 Fiscal Year Comparison Summary ...............................................................23 Graph of Net Operating Budget ..................................................................24 All Funds Summary ..................................................................................25 Analysis of Tax Rate..................................................................................26 Analysis of Property Evaluations..................................................................27 City Organization Chart .............................................................................28 Strategic Plan Summary ..................................................................................29 Council Vision Statements #1 Customer-Focused City Services .............................................................35 Service Levels and Performance Measures................................................38 #2 Safe, Secure and Healthy Environment ...................................................65 Service Levels and Performance Measures ...............................................70 #3 Clean Environment That Enhances And Protects the Quality Of Life...........95 #4 Cultural Arts And Recreational Opportunities...........................................97 Service Levels and Performance Measures..............................................100 #5 Participate And Contribute To The Well-Being Of Our Community .........115 Service Levels and Performance Measures..............................................116 #6 Easily Travel To, Within And From The Community ...............................117 Service Levels and Performance Measures..............................................120 #7 Strong And Diverse Economic Environment ...........................................123 Service Levels and Performance Measures..............................................126 #8 Well-Planned Neighborhoods ...............................................................135 Service Levels and Performance Measures..............................................137 TABLE OF CONTENTS Financial Summaries General Government Funds General Fund .....................................................................................143 Police Department ......................................................................148 Fire Department .........................................................................150 Public Works ..............................................................................152 Parks and Recreation ...................................................................154 Library ......................................................................................156 Development Services ..................................................................158 Office of Technology and Information Services................................160 Fiscal Services.............................................................................162 General Government ...................................................................164 Debt Service Fund ..............................................................................166 Parks Xtra Education Fund ..................................................................172 Economic Development Fund ...............................................................174 Court Security Fund............................................................................176 Court Technology Fund.......................................................................178 Police Seizure Fund ............................................................................180 General Government Capital Improvement Projects ................................182 Enterprise Funds Combined Utility Funds .......................................................................203 Public Utilities Department ..................................................................204 Electric ......................................................................................205 Water ........................................................................................208 Wastewater ................................................................................211 Sanitation ..................................................................................................................... Parking Enterprise Fund .....................................................................217 TABLE OF CONTENTS Brazos Valley Solid Waste Management Agency .....................................220 Utility Capital Improvement Projects .....................................................223 Special Revenue Funds Hotel/Motel Fund...............................................................................235 Community Development Fund ...........................................................238 Wolf Pen Creek TIF ...........................................................................240 Melrose Apartment Tax Increment Financing (TIF) Fund ..........................242 Internal Service Funds Internal Services Fund .........................................................................245 Equipment Replacement Fund ..............................................................250 Utility Billing......................................................................................253 Self Insurance Funds ...........................................................................256 Appendices Budget Ordinances ..................................................................................A-1 Service Level Adjustments List ...................................................................B-1 Personnel List .........................................................................................C-1 Revenue History and FY 02 Budget Estimates.................................................D-1 Budget Provision Stated in Charter.............................................................E-1 Fiscal and Budgetary Policy Statements .......................................................F-1 Outside Agency Funding ...........................................................................G-1 Miscellaneous Statistical Data ....................................................................H-1 2001-2002 Strategic Planning And Budget Process .....................................I-1 Debt Service Schedules .............................................................................J-1 General and Administrative Transfers .........................................................K-1 2001-2002 Strategic Planning Strategies and Implementation Plans...............L-1 5 Year Technology Plan...........................................................................M-1 Glossary.................................................................................................N-1 1 “On behalf of the citizens of College Station, a unique community and home of Texas A&M University, the City Council will promote the safety, health and general well-being of the community within the bounds of fiscal responsibility while preserving and advancing the quality of life resulting in exceptional civic pride.” City of College Station Mission Statement Vision Statements · Customer Focused Services · Safe, Secure and Healthy Environment · Clean Environment that Enhances and Protects Quality of Life · Cultural Arts and Recreational Opportunities · Participate and Contribute to the Well Being of Our Community · Easily Travel, To Within and From the Community · Strong and Diverse Economic Environment · Well Planned Neighborhoods The following is a summary of key elements included in the Fiscal Year 2001-2002 Approved Budget for the City of College Station. The budget provides the framework to implement the Strategic Plan and meet the Mission Statement outlined by the City Council. It also provides the resources for quality city services in College Station. The 2001 fiscal year begins October 1, 2001 and ends September 30, 2002. This document is presented by function or program as they address one of the eight Vision Statements, or overall goals, established by the City Council to meet the City’s Mission Statement. The organization of the document allows the reader to review changes in programs as they relate to the Strategic Plan and goals the City Council has set. This year the City Council began a strategic planning process that focuses on the overall policy direction of the City of College Station. This budget was prepared in the context of providing resources to implement the Strategic Plan in FY 02. The strategic planning process will be described in more detail later in this Executive Summary. The budget was also prepared in the context of the Financial Forecast which predicts the fiscal impact of current and future budgetary decisions in a five year forecast. The budget also continues the implementation of decisions made by the City Council over the past year. These decisions will be outlined later in this summary. The budget document is intended to provide decision makers with a better view of the City’s resources and their utilization to accomplish the policy direction of the City Council as set out in the Strategic Plan and other policy direction. The intent is also to demonstrate the City’s near term commitments and to meet the financial policies approved by the City Council. The document is designed to show citizens the services being provided and their associated costs. The following is a summary of the FY 02 Budget. FY 02 Approved Net Budget Summary Fund Type Approved Net Budget Governmental Funds $40,871,030 Enterprise Funds 71,589,737 Special Revenue Funds 7,168,644 Subtotal O&M $119,629,411 Fund Balance/Working Cap. Transfers to CIP Subtotal $9,061,000 Capital Projects Subtotal $34,768,533 Total Approved Net Budget $163,458,944 CITY OF COLLEGE STATION 2001-02 BUDGET EXECUTIVE SUMMARY 2 Budget Format Budget Summary Section The approved budget is broken into four main sections. The first is the Budget Summary . It includes the Executive Summary, Overall Funds Summary, and Strategic Plan Summary. This section provides the reader with a general overview of the approved budget and identifies the key changes from the prior year. Vision Statements Section The Vision Statements section of the budget provides the reader with a view of the various services provided by the City and is organized around the eight Council Vision Statements and the Strategic Plan. Performance expectations are shown in the form of service levels and performance measures for each major activity. This information is organized by Vision Statement within the budget document. The service levels show the services that the different functions and programs in the organization provide. The performance measures illustrate how well those levels of service are being met. This occurs through the creation of specific measures designed to show what levels of service are being achieved. Efforts continue to refine and improve the performance measures to make sure they are meaningful. Also included in this section is a budget summary organized by service levels. The budget summary provides a brief description of the activity, the approved budget, and the number of personnel included in the activity. Financial Section Following the Vision Statements is the Financial Section of the budget. It provides a more traditional “fund accounting” view of the City’s budget. Fund summaries and department summaries are provided. These summaries include prior year actual revenues and expenditures, revised FY 01 budget revenues and expenditures, FY 01 year end estimates, FY 02 base departmental requests, FY 02 Service Level Adjustments, and the total FY 02 budget. The financial section of the document is broken into four fund types. These are Governmental Funds, Enterprise Funds, Special Revenue Funds, and Internal Service Funds. Budget Basis The budgets for the Governmental Funds and Special Revenue Funds are prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these items can be found in the Financial Policies on page F-1. The budgets for the Enterprise and Internal Service Funds are similarly prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. The City organization is composed of various departments or general service areas. Several departments are represented within more than one fund, i.e., the Utilities Department encompasses the Electric, Water, and Wastewater Funds. Each department consists of one or more divisions and each division may have one or more activity (cost) center. Routine budget controls are exercised within activity centers at the category level (groupings of accounting objects into the items personnel, supplies, maintenance, services, and capital). On an annual basis, fiscal control is at the Department level in the General Fund and at the fund level for other funds. Also included in the Financial Section of the Budget is a summary of the approved Capital Improvement Projects Budget for FY 02. This includes the General Government Capital Projects and the Utility Capital Projects. A summary of the operational impact the approved capital projects will have on the operations budget is provided. Appendices The fourth major section of the budget is the Appendices, which contains supplemental information to meet specific Charter requirements and to help the reader better understand the community. The appendices include a detail of salaries and positions approved in the budget, the Financial and Budget Policies, and other schedules necessary for a comprehensive budget document. A shortened version of the budget, summarizes the big budget issues and is designed to be more user friendly. It excludes many of the appendices and detailed financial summaries. The budget is submitted to the City of College Station City Council approximately 45 days prior to 3 the end of the fiscal year. Copies are placed with the City Secretary and in the College Station branch library for citizen review. The approved budget is also available on the City’s Internet site: www.ci.college-station.tx.us. Strategic Planning and Budgetary Management Strategic Planning In December 1999 the City Council made the decision to begin a strategic planning process for College Station. The first step in that process was a City Council retreat in early January 2000. The City Council spent time assessing the City’s overall strengths, weaknesses, opportunities and threats; and developed a new Mission and Vision Statements, or overall goals, for the City. The Mission Statement and Vision Statements have provided the framework for the rest of the strategic planning process and the preparation of this approved budget. The next step in the process involved reviewing a series of existing plans and assessing their strengths, weaknesses, opportunities and threats. The review also examined whether these plans were moving toward the new mission and vision statements. Input from some of the Council-appointed boards was gathered as part of the strategic planning process. These committees provided input on what they felt were significant priorities for the next several years. Also, the City departments put together a list of preliminary budget priorities this spring. This information, along with the results of the annual citizen survey was presented to the City Council. In May of this year the City Council held their annual planning retreat. At the retreat the City Council identified strategies for each of the vision statements. These strategies are the more specific objectives to fulfill the vision. The City Council then ranked the strategies within the vision statements. Next, implementation plans were identified for each of the strategies. These implementation plans are the specific means of meeting the strategies, and each of the overall vision statements identified. Each of the implementation plans include the following information: plan leader, a brief summary, what policy change if any is involved, resources needed, and key meaningful milestones. This budget document addresses the resources needed to carry out the implementation plans that require additional resources. A total of 36 strategies and 80 implementation plans were identified by the City Council. A draft of the Strategic Plan with these strategies and implementation plans was presented to the City Council in July. As the budget process continues, there will be further discussion of the strategic plan and the resources that will be included to implement it. Page 31 and Appendix L includes a summary of the Strategic Plan. Budgetary Management The strategic planning process and the budget process are integrated to ensure that the policy direction provided in the Strategic Plan is implemented through the budget process. A basic flow chart showing the strategic plan and budget development process may be found in the Appendices on page I-1. The budget process begins early in the calendar year with the Budget staff preparing salary and benefit information for the upcoming budget year. The process continues through the Spring and early Summer as departments prepare their budget requests. Budget requests are analyzed and reviewed, and the City Manager’s Budget is developed using the strategic plan and existing levels of service. The FY 02 Budget continues the practice of not appropriating funds for anticipated vacant positions. All salary and benefit amounts are budgeted approximately 3% lower than actual salary costs, due to existing or anticipated vacancies that will occur in the year. The budget for salaries continues the pay policy approved by the City Council in March 2000. Also included in the budget are significant increases in the City contribution to the health benefits fund due to increasing health care costs. The Budget staff evaluated the current budget prior to developing target budgets for FY 02. Part of the analysis was to identify and reduce budget targets for all "one-time" types of expenditures (expenditures for capital, special studies and other like items) included in current budgets. This analysis provided reductions totaling approximately $2.5 million from departmental targets. A detailed review of departmental submissions was conducted to insure that requests were complete and within the guidelines of the City Council and the City Manager. The Budget Office prepared budget estimates for many costs including equipment replacement and utilities and provided those to the 4 departments. The department target budgets also included a 2% increase in all other non-salary and benefit accounts. This was done to account for increased costs and increased demands for service. The budgets submitted by the departments were reviewed and in some cases reduced. A review was also conducted of the City's fleet. Several vehicles were identified that could be removed from the fleet. This results in savings to the City because the replacement costs and the maintenance costs for vehicles can be reduced. Items determined to be in excess of the target budget were submitted and reviewed as Service Level Adjustments (SLAs). The SLAs were reviewed by the City Manager, Assistant City Manager, Fiscal Services Director, and Budget and Strategic Planning Manager. The list was also reviewed with affected department directors and with the Management Team as a whole. The finalized list is included in this budget. Also included in the budget is a list of all service level adjustments requested by departments but not included in the approved budget. SLA’s were approved to be added to the budget based on several basic criteria : a) mandates due to federal or state statutes or regulations, contractual agreements, local policies, and capital projects; b) items directly included in an implementation plan in the strategic plan document; c) items needed to continue or enhance the ability of the City to carry out the City Council’s Strategic Plan; d) other items of general value to the City either as replacements or added efficiencies or improved services; e) items that maintain existing service levels approved by the City Council in light of increasing demands for service due to growth. Most of the approved service level adjustments are for one time expenditures rather than for programs that have ongoing costs. The strategic planning and budget processes are truly integrated and the budget is designed to become one of the implementing tools of the Strategic Plan developed by the City Council. The following chart provides a comparison of the operating budgets of the major operating funds. The comparison shows the percent change from the Revised FY 01 Budget to the Approved Base FY 02 budget. The base number does not include service level adjustments. Also shown is a comparison between the total approved budget including service level adjustments and the revised FY 01 Budget. This comparisons shows a 13.96% increase in the operating portion of the budget. The primary factor driving this increase is the increase in the cost of purchased power in the Electric Fund. This increase is also due to the approved service level adjustments, as well as the additional costs associated with the pay plan changes approved earlier this year. Operating Budget Expenditure Comparisons Fund Revised FY 01 Budget Approved FY 02 Budget Percent Change General 35,153,197 37,552,849 6.83% Combined Utility 36,382,804 44,254,189 21.63% Sanitation 3,731,414 3,950,806 5.88% BVSWMA 4,104,860 4,765,056 16.08% Utility Billing 1,409,778 1,550,183 9.96% Internal Services 1,859,583 1,958,910 5.34% Other Operating Funds 243,937 423,818 73.74% Totals 82,885,573 94,455,811 13.96% 5 Fiscal and Budgetary Policies Each year as part of the budget process the Fiscal and Budgetary Policies are reviewed. The approved policies are included as Appendix F in this document. These policies are the framework for preparing the budget as well as for the financial management of the City. During the budget process changes to these policies will be reviewed with the City Council. Key Budget Themes There are three overall themes in this budget. The overarching theme is Strategic Plan Implementation. The budget and strategic planning efforts have become very integrated. A more structured strategic planning process will ensure that the budget reflects the priorities identified by the City Council. These priorities include continuing to provide competitive salaries. Several areas being addressed through the capital program include economic development, and transportation. If additional projects are going to be pursued while still maintaining the capacity to fund $30 - $35 million in a future capital campaign, additional resources will be needed. A second budget theme is the budget is a Current Service Level Budget. Due to slower economic growth, the resources for the expansion and creation of new programs is limited this year. This has made the budgeting process more difficult this year than in the recent past. Funds for the operations and maintenance costs of new capital projects including Fire Station #5 and Veteran's Park are not included in this budget. This budget continues decisions made by the City Council over the past 2 years regarding employee compensation. One of the most important aspects of a service- oriented organization is the people who provide the services. The budget continues funding the compensation system, which is designed to pay employees based on market conditions. This is being done to attract and retain high quality employees. The approved budget also includes significant additional funds for the health benefit plan. The pay plan and health plan increases have utilized most of the available ongoing resources in FY 02. Infrastructure maintenance, replacement, and expansion are also prominent in this budget. Significant funding is also included for capital projects. The budget includes $35 million for capital projects. Key projects include significant enhancements to the water and wastewater systems. The third budget theme addresses the Expansion of Service Levels to meet the demands of growth. Funds are approved to expand the street maintenance programs. This expansion is approved to be funded by moving the drainage maintenance activity from the General Fund and to the Drainage Utility Fund. The budget also includes additional funds to continue to move toward meeting the Parks Maintenance Standards, as well as provide resources for neighborhood park location incentives. The approved budget also provides a strategy to accelerate the work that can be done in the Wolf Pen Creek corridor. Key Service Level Expansion Increases All of the items mentioned above were included in the proposed budget. The next 2 items were added to the approved budget and were key decision points for the City. The following Service Level Expansions were added to the budget. First is the operations and maintenance costs associated with the first phase of Veteran's Park, and second is the first of three phases of operating costs for Fire Station #5. In order to fund these projects, the tax rate was increased by 1.84 cents. These projects were included in the 1998 General Obligation Bond authorizations. Another key budget decision point the Council; made, was to fund a new short term capital project plan. Earlier in the budget process when the capital budget was presented, an interim CIP proposal was made to fund approximately $9 million of transportation projects. These include the widening of Greens Prairie Road, the extension of Dartmouth, and the design work for the widening of University Drive East, and the Barron Road overpass. In order to fund these projects and still maintain the capacity to issue $30 -$35 million in a future capital campaign, additional resources will be needed. The debt service portion of the tax rate was raised 3 cents to fund these projects. College Station: Moderating Growth The following sections highlight some of the key factors used in the preparation of the FY 02 approved budget. These include a summary of the City’s key economic indicators, the financial 6 forecast, and a summary of the results of the 2001 citizen survey. Economic Indicators College Station continues to grow, although some areas of the economy have slowed. This slower growth has a direct impact on the resources available to the City to provide services to the community. Indicators of growth include population increases, building activity, unemployment rate, ad valorem tax revenues, and sales tax revenues. The population of College Station has grown throughout the 1990’s. At the 1990 Census, the population of College Station was 52,456. The 2000 Census brings the population to 67,890. This is a 29% increase in population over the past 10 years. Population is projected to grow by 2%-3% per year over the next 5 years to a range of 75,200 to 79,100 by 2006. The following graph shows population growth in College Station over the last 10 years and projections through the year 2006. The pace of new development has continued to grow over the last several years. Through the first 6 months of 2001 development has been higher compared to the same period in 2000. New construction permits are a key indicator of the health of the economy since slower construction tends to be one of the first indicators of an economic downturn. It also relates closely to increased property values for ad valorem tax purposes. For several years during the early 1990s, growth was primarily due to retail development as College Station became a regional shopping center. Both residential and commercial development have been strong in recent years. Other economic indicators continue to demonstrate a strong local economy. 1.Building Permits and Development -- The new property value added to the ad valorem tax base in 2000 was approximately $174 million. The City is on track to be near this level again in 2001. Both single family and multi family residential construction continues to be strong. Through June 2001, 348 single family residential permits were issued. For the same period of 2000, 272 single family residential permits were issued. From January through June 2001, the City permitted approximately $85.7 million of new property. For the same period in 2000 $61.5 million in new property was permitted. The chart below shows dramatic year to year changes have occurred in permitted construction value in the 1990’s. It also projects future new development of $80 million per year through 2004. Commercial construction also remains strong in College Station. Through the 1st 6 months of 2001 $18.6 million in new construction was permitted compared to $10.2 million through the same period of 2000. 2. Unemployment Rate--Brazos County has maintained an unemployment rate of less than 4% since 1990. As of June 2001 the rate was 1.5%. The local economy has one of the lowest unemployment rates in the state and the nation. Locally employment remains strong, however there have been some signs of weakening with recent layoffs in the community. 3. Ad Valorem Valuations-- Ad valorem tax values remained relatively level from the mid 1980’s until 1991. Beginning in 1991, total taxable 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0 Thousands19901991199219931994199519961997199819992000*2001*2002*2003*2004*2005*2006College Station Population 0 20 40 60 80 100 120 140 160 Millions19901991199219931994199519961997199819992000200120022003200420052006Value of New Development Residential Commercial .. 7 assessment rose from approximately $1.10 billion to approximately $2.5 billion. The City has experienced a 109% increase since 1992 and a 7.5% increase in the last year. The increase in ad valorem value is directly related to new construction in the City. Increasing values reflect an overall healthy local economy. Developments such as the Kroger shopping center and the Gateway have brought in additional property value to College Station. Other projects currently underway are anticipated to add to the ad valorem tax base next year. As taxable ad valorem value increases, particularly through growth, it provides additional resources for both the General Fund and General Debt Service Fund of the City. This increase provides resources needed to meet increasing service demands associated with the City’s growth. The following graph shows the increase in Ad Valorem tax valuations from 1990 to 2001. 4.Sales Tax Revenues-- The sales tax is the largest single revenue source for the City's General Fund, accounting for approximately 43% of General Fund revenues. This is one reason why a fiscally conservative approach is taken to estimate future sales tax revenues. Sales tax revenues have been flat in FY 01 compared to FY 00. This reflects the overall slowing of retail sales at the state and national level. Sales tax revenues are projected to grow minimally over the FY 00 actual, and then grow 4% in FY 02. Given the continued growth in the local population and the retail economy, this increase is reasonable. Moderate, steady growth is expected to continue in the near future. Changes in the sales tax law continue to be monitored to determine the impact they will have. These changes include the sales tax holiday and the expansion of items that are tax exempt to include over the counter medications. The preceding chart demonstrates the continuing rise in sales tax revenues experienced by the City of College Station. 5.Total Utility Revenues--Utility revenues continue to increase from year to year. The City has experienced fairly consistent customer growth that has helped keep annual sales growing. The number of customers has risen steadily over the past ten years. Changes in revenues have been affected by purchased power costs, rate changes, and weather conditions. Growth in customers and sales contribute to the City's ability to maintain stable rates and to provide needed resources for the City's General Fund. Economic and fiscal indicators demonstrate that the local economy has shown moderate and sustained growth. This growth has slowed considerably in the past year, and this has a direct impact on the ability to provide services. This growth results in both revenue growth for the City and increased demand for services. Revenue growth appears equal to the costs of maintaining the current service levels throughout the City, however the margin is much smaller than in prior years. Staff continues to monitor various indicators of economic and fiscal health of the community. Monitoring is also done in order to better respond to economic conditions that may indicate a weakening in the local economy. Any such weakening could adversely affect the fiscal health of the City. If the economy does have an adverse effect on the City's fiscal health, choices on revenues and expenditures will have to be made to address the impact. Although much growth is occurring, fiscally conservative estimates are made in anticipating future revenues. This approach is important to ensure that any slow down in growth, or change in economic conditions does not adversely affect the financial position of the City. Financial Forecast - 500 1,000 1,500 2,000 2,500 Millions199019911992199319941995199619971998199920002001Ad Valorem Tax Valuation Sales Tax Revenue 12.7 8.98.77.97.16.5 9.5 9.8 10.9 11.5 12.6 0.0 2.5 5.0 7.5 10.0 12.5 15.0 1991 1992 1993 1994 1995 1996 1997 1998 1999 FY00FY 01est.Millions of $ 8 The financial forecast is a tool used to indicate the actual and possible results of decisions made by the City Council over a number of years. The forecast has become an integral part of the planning and budgetary forecast. Current and anticipated growth in the community has resulted in increased demands for services provided by the City. These include increased public safety needs, increased pressures on the transportation systems in College Station, increased demands for Parks and Recreation services, increased demands to keep up with the development activity in Development Services, and others. As growth occurs in the next several years, it will become more difficult to find additional resources to meet the service demand increases that result. It will be necessary to examine and consider alternatives on how services are delivered, as well as how some of these additional needs are funded in the future. The forecast indicates it will be difficult over the next several years to add enough ongoing revenues to keep up with the anticipated expenditure demands of the growing community. The forecast shows the operating funds of the City are sound. The General Fund forecast takes into account the changes in this budget. It also includes the continuation of the Council approved pay plan. The forecast does not include additional funding for the operations and maintenance projects scheduled to be completed in the next several years. The most significant projects not included in the forecast are the operations and maintenance costs associated with Fire Station #5, and the operations and maintenance costs associated with Veteran's Park. In the utility funds, the most significant issue is in the Wastewater Fund. The capital costs associated with the expansion of the Lick Creek Wastewater Treatment Plant will result in the need for a rate increase in FY 02 of 7% and in FY 03 of 7%. This rate increase is included in the FY 02 approved budget. The Electric and Water Fund forecasts do not show the need for any rate increases. Previously, in the Electric Fund resources were projected to be available to fund all of the capital projects. This assumption has changes and most capital projects are approved to be funded through the issuance of debt. This has occurred as a result of a significant increase in capital projects projected as a result of the electric utility build out study. Significant resources in the Water Fund will also be used to fund a large portion of the capital projects included in the forecast. The water capital projects are needed to continue to meet the capacity demands of the water system as a result of a growing community. The forecast provides an indication of the additional resources that may be available in future years for ongoing operations and maintenance costs. It also projects the resources available for one time expenditures. Ongoing resources include new revenue streams that are anticipated to remain constant or grow. One time resources, including excesses in fund balance and revenues, are not anticipated to continue into the future. Most of the resources projected in the future are for one time expenditures. This distinction is important to avoid adding more ongoing expenditures than revenue growth can support. The forecast provides an opportunity to think strategically about the best ways to address growing service demand issues in the next several years. It will also serve as the foundation for continued planning in the next 12 to 18 months. 2001 Citizen Survey Results The Survey Research Center at the University of North Texas was hired to perform the annual citizen survey in 2001. This is the fifth year this survey has been conducted. It was conducted as a random sample telephone survey with 506 respondents. The survey focused on satisfaction with service delivery by different departments of the City, rather than desire for additional services. Respondents continue to hold a very favorable view of City services. 92% of respondents said that overall they are either satisfied or very satisfied with services provided by the City. One area of the survey that demonstrates very favorable results for the City is the section addressing how safe our citizens feel. The public safety section of the survey indicates the vast majority of residents feel safe in College Station. The survey also showed high satisfaction with Public Safety services, Parks and Recreation services, and Utility services. The one area that received relatively lower levels of satisfaction is street and transportation issues. The satisfaction with the overall condition of City streets was 71% in the 2001 survey. Traffic and transportation concerns were also mentioned most 9 often when survey respondents were asked what is the single greatest need for the City of College Station. The results of this annual survey are used as one tool to garner feedback from citizens regarding satisfaction with services. Areas that receive lower satisfaction rates are examined to determine the resource allocation changes that may be needed. The approved budget includes proposals that address some of the transportation related concerns raised. Projects currently underway should improve traffic conditions. These include the George Bush East Widening and Extension projects, the Dartmouth Extension, and the Longmire Extension. Other transportation capital projects have been identified as priorities, and could be funded if additional resources are available. Tax and Rate Changes The ad valorem (property) tax rate is approved to be $0.4777 per $100 valuation. This tax rate will meet the debt service obligations of the City and provide operations and maintenance funding in the General Fund and anticipates continued implementation of the Wolf Pen Creek Tax Increment Financing district. The debt service portion of the tax rate is approved to be $0.2931 per $100 valuation. This is 3 cents higher than last years debt service tax rate. The additional 3 cents is for the short term, capital projects program for transportation projects. The operations and maintenance portion of the tax rate is approved to be $0.1846 per $100 valuation. This is 1.84 cents higher than the FY 01 tax rate. The increase is necessary to fund the operating and maintenance of Veteran's Park Phase 1, and to fund Phase 1 of 3 of the operations and maintenance of Fire Station #5. The Wastewater utility rate increases by 7% in FY 02 as a result of the additional debt service associated with the Lick Creek Wastewater Treatment Plant expansion capital project. The commercial sanitation rates increase by 8%. This is due to the addition of a commercial sanitation route as a result of growth. Positions in the FY 02 Budget As a service organization, salaries and benefits are the largest category of operating expense for a city. College Station is similar to other cities in this respect. Human resources are also one of the primary assets of the City of College Station. When the cost of purchased power is excluded, personnel expenditures account for approximately 60% of total City operating and maintenance expenditures. A total of 805.25 positions are in the approved budget. This is a net increase of 24 full time equivalent positions from the base budget, or 1.8%. 17 of these positions are in the General Fund, 2 in the Wastewater Fund, 1 in the Sanitation Fund, and 4 in the Parking Enterprise Fund. The chart above shows the change in the number of positions over the last 10 years. The additional 24 positions approved are: · One (1) Animal Control Officer in the Police Department; · Three (3) Public Service Workers and one (1) Pot-hole Truck Operator for Streets Maintenance; · One half (0.5) Part Time Secretary for Parks and Recreation Administration Division, one (1) Parks Crew Leader, one (1) Light Equipment Operator, one (1) Grounds Worker, one (1) Part-time Groundsworker for Parks Operations Division and two (2) Forestry/Horticulture Workers for Park’s Forestry Division ; · One (1) Secretary for the City Manager’s Office, one half (0.5) position for a part time Economic Development Intern in the Economic Development Department; · Four (4) Full Time Fire Fighters for Phase 1 of 3 for Fire Station #5 · Two (2) Full Time Treatment Plant Operators for Wastewater; · One (1) Commercial Route Manager for Sanitation Personnel FTE Total 613.0 655.5 701.0 706.0 712.5 735.0 757.0 782.25 805.25 699.5 0.0 100.0 200.0 300.0 400.0 500.0 600.0 700.0 800.0 900.0 93 94 95 96 97 98 99 00 01 02 Fiscal Years 10 · Two (2) Full Time Parking Enforcement Officers, and two (2) part time parking officers for the operations of the Parking Garage. The City of College Station also budgets for temporary/seasonal positions. The Parks Department makes extensive use of these funds for many of their seasonal programs. Other departments also utilize these resources. The City accounts for temporary/seasonal funds by calculating the number of hours worked, and approximating the number of full-time equivalent (FTE’s) positions. One position was deleted from the FY 02 budget in the Community Development Department. Capital Improvement Projects Capital projects approved for FY 02 total nearly $44 million of new budget authorization. Projects scheduled to be underway in FY 02 include the Conference Center, the Municipal Court/Administration Building, the Second Street Pedestrian Plaza, the Jones/Butler Road project, the development of Veteran’s Park, greenway acquisition projects, and the of a future City Center site. Additionally, there are several significant utility projects necessary to address the growth occurring in College Station that will continue in FY 02, including several water transmission and distribution projects. These projects will increase the water transmission capacity from just over 18 million gallons per day to 24 million gallons per day. Also for FY 02 is funding to complete the Lick Creek Wastewater Treatment Plant expansion project. This is a significant project that will expand the wastewater treatment capacity at the plant from 500,000 gallons per day to 2 million gallons per day. Additionally, several electrical projects designed to meet in increasing demand for electricity, including development for 3 substations over the next few years. In November 1998, the citizens of College Station approved a $24.24 million general government bond authorization. Information provided to citizens suggested that the City would issue the debt so as to retain the existing debt service tax rate or its effective equivalent. The current plan is to issue the voter approved debt over five years. This will allow the City to construct the projects included in the bond authorization and meet the goal of maintaining the debt service ad valorem tax rate based on the debt requirement and the increase in taxable property values in College Station. In 1999, the first group of bonds from the 1998 authorization was issued. It was advantageous to issue the debt early due to lower interest rates and allowed some of the projects to get started earlier than anticipated. Existing City Council policies allow the City to continue to utilize other types of debt instruments for items such as computers and the College Station Business Park. Alternative debt instruments are planned for authorized uses and the debt service for those issues is included in the analysis of the appropriate debt service funds. The City has the capacity to continue to issue all authorized general obligation debt without increasing the ad valorem tax rate for debt service. During the budget process, the City Council added approximately $9 million in transportation related capital projects. These projects include Greens Prairie Road Widening, Dartmouth Extension, the design of the Barron Road Overpass, and the design of the University Drive East Widening. The debt service tax rate was increased by 3 cents to fund these projects. Utility projects are funded through the issuance of debt repaid through the rates of the various utilities and/or through the use of operating revenues generated by the utilities. In FY 96, the Electric Utility began a practice of using revenues and current unobligated resources to pay for certain capital projects. This practice will help reduce future debt requirements and provide a more stable basis for future rate payers. This practice is also being utilized in the Water Fund and Sewer Fund. In FY 02, nearly $711,000 in electric operating revenues and working capital is approved to be used for capital projects. $7.8 million in water operating revenues and working capital is approved to be used for capital projects. A more detailed description of the capital projects is included later in the Budget Overview and in the Capital Projects section of this document. 11 City of College Station Net Budget Expenditure Comparison FY 01 FY 02 Percent Fund Budget Budget Change General $29,710,670 $32,441,712 9.19% Combined Utilities 51,582,878 60,645,005 17.57% Sanitation 4,511,168 4,733,237 4.92% BVSWMA 6,445,429 5,207,949 (19.2%) General Debt Srvc.7,121,950 8,039,853 12.89% Hotel/Motel 2,035,406 2,347,008 15.31% Parking Fund 166,887 1,003,546 501.33% Parks Xtra Ed.101,403 105,365 3.91% Police Seizure 0 11,000 NA Court Sec. Fund 81,000 81,100 0% Court Tech Fund 100,000 192,000 92% Comm. Dev. 4,567,917 4,821,636 5.5% Subtotal O&M Expenditures $106,424,708 $119,629,411 12.41% Combined Utilities $15,750,000 $8,461,000 (46.28%) Sanitation 370,000 0 (100%) Hotel/Motel 0 600,000 NA Fund Balance/Working Capital Transfers to CIP$16,720,000 $9,061,000 (45.81%) Cap. Imp Proj. Gen. Govt.$13,382,524 $14,434,139 7.86% Utilities 25,317,012 11,971,694 (52.71% Drainage 4,210,201 1,415,000 (66.39%) Convention Center 95,700 3,180,000 3,222.88% College Main Prkg Garage 5,337,498 375,000 (92.97%) Wolf Pen TIF 900,000 3,167,700 33.74% Melrose TIF 0 225,000 NA Subtotal Cap. Expenditures $49,242,935 $34,768,533 (29.39%) Total $172,387,643 $163,458,944 (5.18%) Net Operating Budget Change The previous table shows the City's net operating and maintenance expenditures for FY 02 are anticipated to be $119,629,411, which is an increase of 12.41% over the FY 01 budget. Transfers from fund balance for capital projects in FY 02 are $9,061,000. The net Capital Budget is $34,768,533 which is 29.39% below the FY 01 capital budget. The latter 2 items will provide a total of $43,829,533 for all capital projects. The total approved budget of $163 million is 5.18% below the current year original budget. The Operations and Maintenance Funds increase is due primarily to increases in the Electric Fund due to increases in the purchased power costs, the General Fund due to increases in pay plan costs, the Debt Service Fund, and the Parking Enterprise Fund. The General Fund net operating budget will increase by approximately 9% from the FY 01 net operating budget. The increase is due to the costs associated with employee salary and benefits, and the service level adjustments in the General Fund implement the strategic plan to maintain and enhance the levels of service. It is also due to the additional costs associated with the operations and maintenance of Veteran's Park, and Phase 1 of 3 operations and maintenance for Fire Station #5. The increase in the net budget is also a result of higher capital spending. Capital spending tends to change significantly from year to year. Many of the capital projects included in the approved FY 02 budget are continued from FY 01. There are several significant projects continuing or beginning in FY 02. These include the Conference Center Project. Other key capital projects include the construction of additional water transmission capacity, and the completion of the expansion of the Lick Creek Waste Water Treatment Plant to provide additional wastewater capacity. Several drainage projects are also scheduled in FY 02 including additional work on the Bee Creek drainage basin. Also included is approximately $9 million for transportation capital projects. Each fund will be discussed in detail in the Financial section of this budget. Over the next several years there will be considerable capital project activity as these funds are spent and the various infrastructure in College Station is improved and expanded. Changes from the Proposed Budget The following changes were made to the proposed budget during the review of the budget and are included in the approved budget. · Fire Station #5 Operations and Maintenance (Phase 1 of 3) $229,583 · Veteran's Park Phase 1 Operations and Maintenance $219,404 · Outside Agency Funding- Sister Cities $4,500 · Interim Transportation Capital Projects $8,891,000 12 These additions total $9,344,487. 13 Police Department $8,847,111 The Police Department provides a number of services that help make the community safe. Among the services provided are 1) police patrol with certified police officers who are equipped with police vehicles and all necessary equipment, and assigned to specific areas of the city; 2) criminal investigation which investigates reported crimes; 3) animal control; 4) jail and communications support for officers on the street and short term detention facilities that reduce the processing time of arrests; and 5) a professional standards division that serves a support and training function for the Department. The Police Department’s budget of $8,847,111 includes 6 service level adjustments totaling $228,975. The first SLA provides $20,875 for audio recording devices for officers on foot, motorcycles, and bicycles as approved by the racial profiling bill. In addition, $51,000 has been designated to provide funding to replace the current audio/video recorders in the patrol cars at an accelerated rate. The current recorders are scheduled to be replaced every three years. This purchase will replace the recorders in a six-year cycle, offsetting the cost with longer life. A approved SLA of $21,450 for the replacement of a building security camera and public address system is included in the approved budget. The Department is also the recipient of two grants. The first, an ITC/STEP grant ($26,069) provides overtime pay for officers targeting drunk driving, speeding, and seat belt use. The second grant, Safe and Sober STEP ($41,248) also provides overtime pay for officers targeting speeding and DWI violations. The final approved SLA of $68,333 is for an additional full-time animal control officer and required equipment. The addition of this officer will allow for extended hours of service and for more uncommitted time for proactive patrol and enforcement. Fire Department $6,618,055 The Fire Department provides services to College Station, to our neighbors in Bryan through an automatic aid program, and to rural areas around College Station. The Fire Department operates out of four stations located throughout the City. The basic services of the Fire Department are 1) fire response 2) emergency medical response, 3) fire prevention services, including commercial fire safety inspections and fire prevention training at local schools and various functions; 4) code enforcement activities performed by the community enhancement action center and 5) hazardous material response. There are 7 Service Level Adjustments, totaling $373,718 that have been approved for the Fire Department in FY02. The first SLA will provide $4,635 for a laptop computer, software and necessary connection cards for use in the Emergency Operating Center during activations. $78,000 is approved to replace all S.C.B.A. (Self- Contained Breathing Apparatus) equipment on currently used air packs in the fire department. To complete the second half of a two year request, $12,500 has been approved for the purchase of two additional S.C.B.A. units as mandated by OSHA and the Texas Commission on Fire Protection. An additional SLA for $5,000 will be used for the replacement and maintenance of the fire station living equipment and office equipment for fire and EMS personnel. Another $20,000 has been approved for the purchase of a Life Pack 12 Heart Monitor/Defibrillator. This will provide the third ambulance with the same type of equipment used on the other two front line ambulances, and provide for consistent level of care by all first run ambulances. Another SLA proposes $24,000 for a Fire Safety Trailer. The Safety Trailer simulates and demonstrates the dangers of smoke inhalation, usage of detectors and demonstration of how a sprinkler system works in the home. Finally, $229,583 for phase one of three for the operation and maintenance of Fire Station #5 in South Budget Overview The discussion below focuses on the various City departments and functions provided by each department. It is intended to discuss the approved changes and to identify the basic functions of the various city departments. A number of departments have functions that cross both the Visions Statements and among the various funds of the City. The overlaps between departments, funds and Vision Statements will be noted for the reader. The Department totals represent the operating portion of the budget. 14 College Station. This will add the first four of twelve firefighters to operate this facility. Public Works (Inc BVSWMA) $10,269,899 The Department of Public Works maintains streets, drainage ways, and the City’s traffic control system. It is also responsible for refuse collection, monitoring capital project engineering and construction, as well as fleet and facilities maintenance. Also included is the budget for the Brazos Valley Solid Waste Management Agency. The City of College Station has a fleet of 440 vehicles and heavy equipment to provide services to the citizens of College Station. Nearly every City department depends on having a reliable fleet of vehicles to provide services. Some of these services include Police and Fire services, Solid Waste Collection, Public Utilities, among many others. The Fleet Services Division manages the fleet and performs preventive maintenance and vehicle repair. Fleet Services has two SLAs for FY02. The first SLA approved $7,500 for a heavy-duty truck and equipment tire machine. The second SLA, $5,500 for a replacement freon recycling station, will replace the five year old refrigerant recycler. The Facilities Maintenance function provides support services to City departments through the maintenance of City facilities. This includes all City buildings and equipment such as air conditioning units. Additionally, Facilities Maintenance performs some minor building construction and remodeling activities. The Division also manages facility repair funds to ensure that facilities and equipment are repaired and replaced in a timely manner to avoid higher repair costs that would otherwise occur. The Brazos Valley Solid Waste Management Agency (BVSWMA) is a cooperative arrangement between the Cities of College Station and Bryan to provide solid waste disposal service. BVSWMA is responsible for running the landfill, developing and implementing alternative disposal programs for waste that cannot be placed into the current landfill site, and providing for long-term disposal for the two cities and other customers of the agency. One SLA totaling $463,255 is approved for BVSWMA’s FY02 budget. These funds will be used for the design, construction, and quality assurance testing of approximately 900 linear feet of embankment that will constitute the southern sidewall of the approved landfill expansion area. This SLA will provide the resources to comply with current TNRCC Solid Waste regulations regarding solid waste disposal. Sanitation is provided as an enterprise service with service fees that are intended to cover the cost of service. The Sanitation Division in College Station provides a number of services to meet local needs and desires in providing collection of municipal solid waste. These include providing residential containers, curbside recycling, brush and grass clipping collection, street sweeping and the removal of virtually any waste that may be disposed of in the local landfill or through composting. Commercial service is also a self supporting service provided to local businesses. The Commercial service provides collection in small and large plastic containers serviced with side load automated collection equipment. Customers with greater volumes can use roll off containers that hold a larger capacity and are serviced by front load collection equipment. The approved Sanitation budget includes two Service Level Adjustments totaling $254,660. The first SLA will provide $247,560 for an additional commercial route manager and front-end loading cab and chassis. This additional route is needed due to the continued growth of College Station’s business areas. The second SLA will provide funds ($7,100) for the implementation of a recycling rewards program, also known as “Cash for Trash”. The program will consist of a monthly cash award of $250, based on participation, to a resident on a randomly selected street and is designed to encourage recycling in College Station. A commercial rate increase of 8% was approved as a result of the additional commercial route being approved. Drainage issues have been critical in the last several years in College Station. Drainage issues can impact both health and public safety, as well as Transportation and Mobility issues. The Drainage service level provides a drainage maintenance program that keeps the storm carrying capacity of the system adequate in College Station. Mowing of rights of way and creek cleaning are the primary ways this service level is provided. Drainage Operations proposes only one SLA. This SLA will shift the expenditures from the General Fund to the Drainage Utility Fund. The division will add an “enhanced maintenance and construction 15 section” and take more responsibility for completion of drainage related CIP projects. The Street strives to ensure that the street system within the City of College Station is properly maintained. This is done through a number of programs including a street rehabilitation program to address the needs of streets before more expensive reconstruction measures are needed. The Streets Division coordinates with the Engineering Division to plan and develop major street capital projects that involve rebuilding roadways that need upgrades. The Street Division also provides routine pothole patching and other maintenance services. The effectiveness of this service is measured by determining whether 95% of the streets in the City have a grade of “C” or better, using the Pavement Management System. In addition, the recently completed citizen survey indicated that the overall level of satisfaction with the streets in College Station is 70.8%. The FY02 approved budget includes four service level adjustments for $371,497. The first approved SLA, $20,000 for street markings will carry out the plans for year two to increase funding for pavement markings over a five-year period. This item is included in the strategic plan. The following three SLAs are funded as a result of resources freed up in the General Fund as a result of moving the Drainage Operations to the Drainage Utility Fund. Drainage Maintenance Activity if moved to the Drainage Utility Fund. This will provide additional General Fund resources for Street Maintenance activities. A SLA for three additional personnel and a crew truck ($115,755) is approved to increase the number of street repair orders. Another $150,000 is approved for both pot-hole truck and operator. $75,742 is approved to expand Seal Coat operations. The traffic signal system in College Station is one of the key mechanisms that controls traffic flow through the City. The system is critical during peak traffic times, such as during the A&M football season. The Traffic Signal Division is responsible for maintaining and repairing traffic signals and school warning devices in order to provide safe and efficient movement of vehicles and pedestrians. One service level adjustment is approved for the FY02 budget $6,000 is approved for routine maintenance on the department’s aerial device (Bucket Truck), as recommended by the manufacturer. Parks & Recreation Department $6,096,461 The Parks and Recreation Department is responsible for the park facilities and recreation programs in College Station. Among the services provided are athletics, recreation and instruction programs for youth and adults in activities including softball, swimming and tennis. Also provided are programs and special events at the Wolf Pen Creek Amphitheater and other park locations throughout the City. The Parks Department operates a number of special facilities including 3 City-owned swimming pools and the CSISD Natatorium. The Conference Center is operated to provide meeting space for organizations. The Lincoln Center is a community center that provides positive drug-free programming, and serves as a satellite center for social services. The Xtra Education program provides citizens of all ages the opportunity to enhance their quality of life through continuing education. Parks Operations maintains park facilities, including ballfields and pool sites, through regular mowing and maintenance. The Forestry Division, through horticultural and landscaping efforts, ensures that City property is maintained in an aesthetically pleasing manner. The City Cemetery is included in the property maintained by the Forestry Division. The approved budget includes 7 service level adjustments totaling $614,409. The first SLA for $25,000 is for additional replacement funding of park items in order to help meet the recently approved parks maintenance standards. One of the approved SLAs will contribute to the Administrative division’s service provision. An SLA for the resources to upgrade a part-time secretarial position to a fulltime position. This SLA has no effect on the budget because other line items were cut to compensate for the upgrade of this secretarial position. The Recreation division has one Service Level Adjustment, totaling $5,000. These funds will be used to support a study conducted by the 16 Eisenhower Leadership Foundation Program for a Senior Center Feasibility Study to address future space and facility needs. There are two SLAs pertaining to the Special Facilities division, totaling $281,255. The first Service Level Adjustment proposes $277,255 for the renovation of Thomas Pool. These repairs include plaster, new gutters, new decks, a main drain, removal of the baby pool, filter cleaning and some mechanical system repairs, and the cost associated with stopping current leaks. The second SLA proposes $4,000 for the replacement of the gym floor scrubber in the Lincoln Center gym. Forestry has approved one service level adjustment, for $30,000 that will provide the funding to develop an Urban Forest Management Plan through the use of an Urban Forestry Consultant. Parks has applied for a $10,000 grant from Texas Forestry Services to help with this expense. $209,404 has been approved for the operations and maintenance of Veteran’s Park. This will provide funding for six personnel in both Operations and Forestry divisions. Development Services $1,919,378 The Development Services Department provides oversight for new development in the City. Development Services works to ensure that there is compliance with zoning, subdivision, drainage and other ordinances. This ensures the community develops in a manner consistent with the policies established by the City Council. The development process includes planning and construction functions as well as development coordination activities. Also involved in the development process are other areas such the Fire Department and the Public Utilities Department. There is one service level adjustment in the FY02 approved Development Services budget. The approved SLA provides $20,000 to fund the Annexation Service Plan. Office of Technology And Information Services $2,424,749 The Office of Technology and Information Services (OTIS) provides a number of internal services to the City organization. In addition, the Department manages the franchise agreements that the City of College Station has with telecommunication, cable and natural gas providers in the community. Services provided from General Fund revenues include OTIS Administration, Management Information Services (MIS) for micro to mid-range computer users, and Geographic Information Services (GIS). The OTIS internal service funds include Communication Services, Print/Mail, and Utility Billing. Two OTIS Service Level Adjustments are approved for FY02. The first is for $100,000 to cover legal and consulting services for renewal of the cable franchise with COX Communications. The second approved SLA in the amount of $50,000 will be used for the legal and consulting fees associated with establishing a franchise with BTU. The approved FY02 budget also includes one service level increase in the Management Information Services Division for $20,305 to purchase imaging system software and hardware for electronic records retention and management. The Communications Division is responsible for the maintenance of telephone, radio, and other communications systems used by the City of College Station. The Print/Mail Division is responsible for providing printing and mail services to City Departments. Utility Billing is responsible for the metering, billing, and collection of electric, water, wastewater, sanitation, and drainage utility fees. In FY02, one SLA for $100,000 is approved to provide credit card services that will allow utility customers to pay bills with credit cards. Library services are provided in College Station through an agreement with the City of Bryan Library System, allowing a branch of that library to operate in College Station. The College Station branch experienced increases in collection size, circulation and visitors in 2001. The FY 02 approved budget includes a service level adjustment of $28,000 to cover the cost of the purchase of a Library self check out unit. Fiscal Services $2,062,300 The Fiscal Services Department provides Fiscal Administration, Accounting, Purchasing, and Risk Management services to the City organization. It also oversees the operations of the Municipal Court. Fiscal Services Administration oversees other areas of the Department and handles cash and debt issues 17 for the City while ensuring all funds are invested prudently. The Accounting and Purchasing Divisions work closely together to ensure that purchases are made and recorded according to guidelines. The Risk Management function seeks to ensure that the City’s exposure to physical and financial losses is minimized through a number of programs addressing worker safety. Municipal Court collects the fines and fees for the City. General Government $3,295,558 The City Secretary’s Office is responsible for elections, records management, City Council support and other activities. The City Manager’s Office is responsible for the day to day operations of the City, making recommendations on current and future issues to the City Council, and providing long-term organizational direction for the organization. One service level adjustment, in the amount of $27,300 is approved in FY02. This SLA will add one full-time secretary to the office to assist in the increasing workload. Another key support area for the organization is the Legal Office. The Legal Office provides legal services and support to the City Council and the City staff. Among the services provided by this office are legal advice, contract writing, and litigation. The Office of Budget and Strategic Planning prepares, monitors, and reviews the annual budget. This office also coordinates the City’s strategic planning process, which is closely tied to the City’s budget. In addition, the Office of Budget and Strategic Planning provides management and organization review services to City departments. The Human Resources Department assists in recruiting, hiring, and retaining the most appropriate candidates for City positions. Human Resources provides employee training and administers the compensation and benefits program. The Economic Development Department is responsible for coordinating economic development activities in College Station. The department director serves as the staff liaison to the Economic Development Corporation. The Economic Development FY02 approved operating budget is $251,414. The approved budget includes three service level adjustments. An SLA for $25,000 is approved to produce and market a Business Park Brochure. A second SLA is approved in the amount of $1,500 to cover the costs associated with operating a booth at the Brazos Valley Technical Expo. The third SLA for $10,085 is approved to fund a part-time temporary position to assist the Economic Development staff with administrative activities. Public Communications and Marketing is a division of the General Government Division that provides timely, factual, and understandable information to College Station residents, both directly and through the news media. The Community Development Department helps provide low-cost housing and other public assistance through community development block grant funds from the federal government. These funds are used to assist low to moderate income residents of College Station. Assistance is provided through housing services, public agency funding, public facility improvements, and economic development activities. Community Development grants for FY 02 include $1,227,000 in CDBG funds; $598,000 in HOME funds; and $20,000 in program income. $198,127 has also been appropriated from the Cedar Creek Project. The approved Community Development Department operating budget for FY02 is$538,530. This includes one service level adjustment for $1,750 to provide a new facsimile machine for their office. Public Utilities Department $44,254,189 Public Utilities is the largest department in the City both in personnel employed and total Operations & Maintenance expenditures. It is comprised of three services: Electric, Water, and Wastewater. Each is accounted for in a separate fund and operated as an enterprise with fees covering the cost of services provided. Each service has its own unique characteristics and challenges. Electric Operations & Maintenance (O&M) The Electric Division is responsible for providing cost efficient and reliable electric service to the citizens, businesses, and institutions in College Station. Electric service is critical to the ability to encourage new employment and prosperity in the City. The approved FY 02 Electric Division budget is $37,383,044. Of this, $31,500,000 is recommended for purchased power. The approved electric operating budget includes eight service level 18 adjustments totaling $608,674. $113,223 is approved for laptops for electric system maps and AS400 live communications. $31,636 is approved for a safety and training program in the Public Utilities Department. This program is anticipated to result in some savings as costs for sending employees to training sessions outside the City will be reduced. $25,380 is approved for a minivan for use by the Energy Department. An SLA for $53,435 to provide replacement test equipment to be utilized by the electric division substation. A approved SLA for $25,000 will provide the resources for a communications recording system. This communication recording system will maintain accurate records of all incoming and outgoing communications of the 24/7 Utility Dispatch Operations Center. $60,000 is approved to continue outsourcing GIS easement creation. This will be the third year of a three-year process. Another $200,000 is approved to implement the Electric Strategic Plan. These funds will be used for a Modified Image Building and Customer Education Program, Marketing Program Phase I. The final SLA proposes $100,000 for the development and implementation phase of the Strategic Plan for the Electric Division. Water O&M A reliable and safe supply of potable water is necessary for any community. The City of College Station has the capacity to produce approximately 18.29 million gallons per day of potable water. The Water Division has developed high standards of reliability, assuring customers that their needs will be met with supplies that meet or exceed all federal and state mandated standards. As a City enterprise, the full cost of service for water production, transmission, and distribution is recovered by charging customers for consumption on a per unit basis. There are 4 water production service level adjustments approved. The first SLA proposes $25,000 to rebuild the current dilapidated workshop. $169,500 is approved to purchase a truck mounted vacuum/high pressure water jet unit for potholing utility locates and use as a cleaning unit. An SLA for $76,000 will provide the funds for the replacement of existing chlorinators at the Dowling Road Pump Station. The final SLA approved for a Safety Trailer Unit ($8,500) will increase the safety and effectiveness of water/wastewater system repairs, while complying with State and Federal regulations. Wastewater O&M Effective sanitary sewer collection and treatment is essential to public health in an urban environment. Over the last several decades, the standards have increased for this infrastructure. The past upgrades to the Carter Creek Wastewater Treatment Plant were directly related to those changing standards. As the system continues to grow, additional capital is needed for line extensions. The existing system will have to be maintained with line replacements and plant enhancements and expansions. Wastewater services are provided as an enterprise function with service related fees paying for the cost of service. The approved budget includes $54,550 in service level adjustments, including $25,300 for two additional full time operators (for the duration of six months), due to the expansion of the Lick Creek Wastewater Treatment Plant; and $29,250 to upgrade network server hardware. Other Funds and Capital Projects Funds The City uses a number of other funds to account for various types of activities and programs that do not strictly fall under one of the operating departments. These funds and the capital project budgets approved for FY 02 are described below. General Debt Service Fund The General Debt Service Fund is used to account for ad valorem taxes collected to pay for authorized general government debt. The debt service portion of the ad valorem tax rate is approved to be $0.2931 cents per $100 valuation. That rate will produce approximately $7,266,000 in ad valorem tax revenue. This tax rate is 3 cents higher than the FY01 rate. The increase is being used to fund the debt service for $9 million of transportation related Capital projects. By state law this tax rate is what is necessary to pay debt service on existing debt requirements for FY 02. The approved tax rate is projected to be sufficient to allow the City to issue all currently authorized debt over the next five years. Economic Development Fund The City created an Economic Development Fund to account for resources and expenditures directed at providing incentives for businesses and industries to locate in the College Station/Bryan area. All resources set aside for these purposes will be transferred into this fund and will remain in the fund until expended for the intended purpose. The City has a number of potential and real prospects 19 indicating a desire to locate in the Business Center. Resources in this fund will allow the City to meet its obligations to those and future prospects within the limits of the funds available. There is $900,000 approved in this fund for economic development incentives. Court Security and Court Technology Funds In 1999 the City adopted 2 new Municipal Court fees as authorized by the State Legislature. The Court Security Fee is designed to pay for security related projects at the Municipal Court facility. The Court Technology Fee is deigned to pay for technology related projects for the Municipal Court operation. It is anticipated that the Court Security Fee will generate $81,100 in FY 02, and the Court Technology Fee is projected to generate $109,800 in FY 02. These funds are approved to be appropriated for security and technology projects at the Municipal Court. Hotel/Motel Tax Fund The City receives a tax of 7% of room rental rates from persons staying in hotels or motels within the City. The City’s use of the taxes received is limited by state statutes to support of tourism and has a number of allowable uses specified in the law. The tax is used by the City to support the Convention and Visitors Bureau, to pay for operations of the City’s conference center, support activities in the Wolf Pen Creek Amphitheater, support the Arts Council of Brazos Valley, support of certain parks activities, and support for the George Bush Presidential Library. The total anticipated revenues are $2.108 million and anticipated expenditures are $2.947 million. The approved FY 02 Hotel/Motel Fund budget includes $1,786,608 for City Operations including the Conference Center, Wolf Pen Creek Operations, and other Parks programs and events that are eligible for Hotel/Motel Funds. Also included is $600,000 for the future conference center project. The Arts Council recommended budget for FY 02 is $260,400. The Arts Council request is below the 15% limit that can be spent on art programs out of the Hotel/Motel Fund. These funds are for the operations of the Arts Council. Funding is also included to continue the art in public places program, and the arts festival in Northgate. Funds are also available for the arts center project. The Convention & Visitors Bureau recommended budget is $668,000. This is below the budget request of $710,000. The recommended budget includes $577,000 for ongoing operations. Also included is $61,000 to purchase bureau management software, and $30,000 for necessary building repairs. The approved budget for the Brazos Valley Sports Foundation is $192,000. This includes $150,000 for sports tourism development. Also included is $20,000 for the Holiday on the Brazos program. This program was previously administered through the Parks and Recreation Department. This item will shift the funds from the Parks budget to the Sports Foundation. Also included is $10,000 for the Fall Classic Special Olympics, and $12,000 for the Texas Police Games. Parks Xtra Education Fund The Parks Xtra Education Fund was established in FY 96 and is a joint effort between the City of College Station and the College Station Independent School District to provide community based education programs. Registration fees provide the primary funding for the Parks Xtra Education Fund. Revenues are projected to be $60,300. Approved program funding for FY 02 is $105,365. These funds include $78,630 to cover the costs of instructors, supplies, equipment, and various other program related costs. The remaining $26,735 is to be allocated for the payment of half the salary and benefits associated with the position responsible for administering the program. Parking Enterprise Fund The Parking Enterprise Fund was created to account for revenues and expenditures resulting from operation of the City’s parking facilities. In FY 02 these revenues will come from the Patricia Street parking lot and the College Main Parking Garage. The parking garage is schedule to open in the fall of 2001. Revenues from the Patricia Street parking lot fees are estimated to be $98,400 and parking fines are projected to be $25,300. The College Main Parking Garage is expect to generate $1,075,100 in revenue for FY 02 This estimate is based on 20 projected customer demand for parking at the facility multiplied by the hourly charges per parking space. Expenditures related to the Patricia Street parking lot and the College Main Parking Garage are forecast to be $458,188. Also, an SLA is approved for the operation of the parking garage in the amount of $136,877. This SLA includes additional staff for the facility. Also, included in the approved budget are two maintenance relate SLAs for the city’s parking facilities. The first SLA is for $12,000 for cleaning and upkeep on the Second Street Pedestrian Plaza. The second SLA is for $35,175 to provide routine maintenance for the parking garage and promenade. Equipment Replacement Fund The City has a fund that serves to accumulate resources for the replacement of vehicles and large motorized equipment, the telephone and radio systems, and to provide replacement assets for the existing major technological infrastructure, and the replacement of copiers. Base budget revenues for the fund reflect the above policies. The revenues are automatically transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund expenses related to the specific functions. The approved FY 02 total revenues are $3,066,552, 17% higher than the FY 01 revised budget. This increase includes 10 approved service level adjustments for new vehicles and equipment totaling $557,275. The new items are accounted in this manner so the equipment and vehicles become assets in the Equipment Replacement Fund. The approved FY 02 total expenditures are $2,071,975, a 4.4% decrease from the FY 01 revised budget. FY 02 approved SLAs, totaling $579,775, include: $22,125 for a truck for the approved animal control officer; $24,000 for a fire safety education house/trailer; $150,000 to purchase a pothole patch truck; $21,000 for the minivan for the energy auditor; $145,000 for vacuum high pressure water jet unit; $8,500 for an equipment trailer for the Wastewater Department; and $186,650 for the purchase of a front end load refuse truck. Internal Services Fund Over the past several years the City has established 3 internal services funds for Fleet Services, Print/Mail and Communications. Each of these funds receives revenues from the departments to whom they provide services. Fleet Services is responsible for maintaining the rolling stock of the City of College Station. Print/Mail provides printing and mail services to the departments. The print services are provided based on the cost of providing the services. Departments have the option of either using the City print shop or taking the work to an outside print shop. The Communications Fund provides all of the phone and radio maintenance in the City system. Base budget revenues for the fund reflect the above policies. The revenues are transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund all expenses related to the specific functions. The total revenues for FY 02 are $2,221,444; an increase of 7% over the FY 01 revised budget. The FY 02 approved expenditures are $2,169,934, an increase of 16% over the FY 01 revised budget. The increase includes two approved SLA’s totaling $13,000. Approved SLA’s for FY 02 include $7,500 to purchase a heavy duty truck and equipment fire machine, and $5,500 to replace a freon recycling station. Self Insurance Fund The City of College Station is partially self-insured for employee health, accident, disability and life insurance, property casualty and general liability, worker's compensation and unemployment compensation. Actuarially-based charges are made to each of the operating funds using relevant bases (i.e., health insurance is charged monthly per full- time participating employee, while unemployment and worker's compensation are charged as a percentage of gross salary). This method of funding allows the City to more accurately reflect the costs of claims against the various funds and to minimize potential risks. FY 02 revenues are based on the actual amounts assigned to the various operating activity centers. There is a 21% increase in expected FY 02 revenues over FY 01 year end estimates due to changes in rates, number of employees, covered equipment, buildings and other factors. An increase in health insurance premiums is approved in FY 02 as part of the effort to address continued cost increase. The approved budget includes an increase in the City contribution to the Employee Benefits Fund of $75 per month per employee. 21 Full family dependant, dependent only, and spouse only coverage are also approved to increase by $35 per month per family. These changes will move the Employee Benefits Fund to a position of being self- sufficient. FY 02 expenditures are based on estimates of future claims, premiums, and other miscellaneous costs. Total approved expenditures are $4,652,628, an increase of 28% over the FY 01 revised budget. This increase is a result of rising medical costs, changes in the health care plan and an increase in property claims. Through education and training programs, efforts are being made to reduce the claims incurred. The City will continue to monitor claims to determine what additional plan changes need to be made. Capital Projects Funds The City has a number of capital project funds. General obligation bonds form the basic resource for general government projects such as streets, parks, traffic, public facilities, drainage and other such needs. However, the City has several other resources that may be used to supplement those resources, and help to hold down the ad valorem tax necessary to pay for general obligation bonds. In addition to the general government projects, the City has bond funds for each of the utilities operated by the City. Operating funds from both the Electric and Water Funds will be used to fund over $16 million in capital projects. Other resources to fund capital projects include the Wolf Pen Creek Tax Increment Financing District, the Drainage Utility, and Parkland Dedication Funds. Each will provide resources that will be used to complete a number of projects over the next 5 years. The parking garage is planned as an enterprise fund activity with fees covering debt service and operating costs. General Capital Projects The following is a brief summary of some of the key general government projects scheduled for FY 02. The City has the authority to issue $24,240,000 from an election held in November of 1998. It is approved that $7.42 million of the 1998 authorization be issued FY 02. Street Rehabilitation Projects In FY 02, several rehabilitation projects are approved. These include: $446,000 to complete the Tarrow Street rehabilitation project and $789,250 to complete the First and Maple Street rehabilitation project in Northgate. Also, $780,000 is included for street rehabilitation projects. Street Extension Projects Street extension projects approved include: $2,029,000 for the extension of Jones Butler Road, $400,000 for widening George Bush Dr. from Texas Avenue to Harvey Road, $739,000 for Oversized Participation on Victoria, $1,956,000 to extend Longmire. Additionally, four transportation related projects were approved for FY 02. These projects include $4,639,000 for widening Greens Prairie Road, $3,600,000 to continue extending Dartmouth south, $247,000 for design associated with widening University Drive, and $675,000 to design the Barron Road Overpass. These transportation projects were approved a part of the Interim CIP or group of capital improvement projects not included in the 5 year CIP program but identified as high priority. An ad valorem tax increase of 3 cents per $100 valuation was necessary to incur the debt to cover to cost of these high priority projects. All of these street projects should address some of the traffic issues that have been highlighted in the citizen survey and other feedback received from College Station citizens. Street TxDOT Projects In FY 02, $350,000 is projected for medians along George Bush Drive. TxDOT timing on this project will determine when these expenditures will be made. The City pays 10% of right-of-way costs, and also pays for any enhancements, such as the application of any streetscape standards desired in the project. Traffic Projects In FY 02, there is a approved budget of $538,000 for traffic signal enhancements. Improvements considered include new signal installations, implementation of intelligent transportation systems, school warning devices, system upgrades, communication enhancements, development driven signal issues and traffic engineering. Signal locations will be determined by traffic studies. Additionally, $182,000 is approved for traffic management improvement. Intersections that may 22 be addressed will be determined according traffic study. Sidewalks and Trails Projects The City of College Station has worked over the years to ensure adequate transportation infrastructure for pedestrians and bicyclists. The City has an adopted sidewalk and bike loop plan. As new development occurs, sidewalks are an important aspect that must be considered. In FY 02, two capital projects are approved: $75,000 for neighborhood capital improvements and $29,250 to convert J&D Miller Park sidewalk to a rubberized jogging track. Parks Capital Projects In FY 02 several significant capital projects are approved. Included in the list are: $1,325,000 to continue construction of the Veteran Park Athletic Complex and $398,000 to continue development of Lick Creek Park. Parkland Dedication Capital Projects In FY 02, projects approved using parkland dedication funds include $512,000 for Woodway Park development, $62,000 for a park in the Shenandoah neighborhood and $136,560 for Wolf Pen Creek area parks projects. Additionally, land acquisition for a park in the Northgate area is slated to begin in FY 02. General Government And Capital Equipment Capital Projects General government and capital equipment projects are planned assets that have value to more than one specific area of City operations. Two main divisions within this category are public facilities and technology projects. In FY 02, significant approved projects include: $250,000 to begin development for Fire Station # 5; $100,000 for the next phase of the fiber optic loop project; $2,950,000 for the construction of a new Municipal Court/Fire Administration building and $129,948 (raised from private donations) for the purchase of Library books, equipment, and furniture. Each year the City prepares a technology plan that projects significant technology projects for the next 5 years. The following are some of the key projects on that plan. Approved technology projects in FY 02 include $1,291,000 for the replacement of the City’s Public Safety Computer System. The Public Safety System is used to collect and maintain public safety information so that it can be quickly retrieved and analyzed. The new system will be utilized by both the Police and Fire Departments and will replace the current Public Safety System. Also approved in the FY 02 budget is $67,000 for the third year of the record storage project with an estimated total cost of $326,000. The record storage project is designed to find ways to store many of the records in the City electronically. This should result in a reduced need to keep paper copies of many records. Also, $107,000 is projected expense to complete the implementation of the Automated Utility Billing and Citation Payment System, which has total cost estimate of $207,000. This system will allow citizens to pay utility bills and other city relate fees and fines via the internet. Convention Center Capital Projects In FY 02, $4,600,000 is the projected expense for the Conference Center project. This project is the construction of a conference center facility in conjunction with the development of a full service hotel. Of the $4,600,000 in projected expenditures, $3,500,000 will be used for construction of conference center, and $1,100,000 will be used to build associated infrastructure Parking Garage Capital Projects In FY 02, the city is projected to spend $675,000 to construct a pedestrian plaza in the Northgate area, directly adjacent to the new parking garage. Business Park Projects FY 02, there are two significant business park related projects are approved. These include $225,000 for the design preparation of new class A business center and $898,000 for development of a new class B business center. General Capital Project Summary Streets, Traffic Sidewalks and Trails $12,413,575 Parks Capital Projects 1,441,389 General Government and Capital Equipment 1,175,000 Business Park 275,000 Conference Center 3,780,000 23 Second Street Pedestrian Plaza 375,000 Melrose TIF 225,000 Wolf Pen Creek TIF 3,287,700 Total $22,972,664 Utility Capital Projects The following is a brief summary of some of the utility capital projects scheduled for FY 02. These capital projects are funded either through existing revenues from these funds, through the issuance of Utility Revenue Bonds, or through drainage utility funds. Electric Capital Projects Major capital projects planned in FY 02 include the following. New services and system extensions are anticipated to cost $1,400,000 as new customers are added. Both Residential and Thoroughfare Lighting projects are included in the approved Electric Fund Capital budget and total $711,000 in projected expense. $1.5 million is approved for various overhead system improvement projects, and $790,000 is approved for various underground system improvement projects. Current revenues from operations to fund these projects are approved to be $711,000 to cover the cost of Residential and Thoroughfare Lighting projects. Water Capital Projects Water capital projects scheduled for FY 02 include $628,000 for phase 5 of the Eastgate system rehabilitation project, and $250,000 for distribution system rehabilitation. Several significant water transmission and distribution expansions are also included in the approved budget. These include beginning construction of water well #7, $1,000,000; and the parallel transmission line phase I $7,116,318. These projects are all designed to expand the water capacity in College Station. Other significant projects include $3,200,000 for Westside Water Services, $3,380,000 to complete the relocation of the Park Place Water Tower, and $2,000,000 to build the Rock Prairie elevated water storage project. $3,500,000 in current revenues from operations are approved to fund water capital projects. Wastewater Capital Projects Wastewater capital projects totaling $13,842,000 are included in the approved budget. This includes $7,427,000 to complete the Lick Creek Wastewater Treatment Plant expansion. This plant expansion is needed to keep pace with the growth that is occurring in College Station. Other significant projects include $1,245,000 for the final 2 phases of the Eastgate Residential Rehabilitation project, $1,000,000 for Westside Sewer services, and $2,268,000 for the completion of the Northeast Trunk Line Expansion. Drainage Capital Projects Major drainage projects planned for next year include 2 significant Bee Creek projects totaling $2,854,616. Also included in the FY 02 budget, $555,000 for channel construction in the Wolf Pen Creek area. Additionally, $785,000 is approved for Greenways Projects. Also included in the budget for Drainage Capital Projects is $50,000 for various minor drainage projects to be identified in FY 02. Utility Capital Project Summary Electric Projects $5,419,000 Water Projects 12,178,000 Wastewater Projects 2,835,694 Drainage Projects 1,415,000 Total $21,847,694 Conclusion The previous discussion provided the reader with an overview of the approved FY 02 budget and the key changes from the FY 01 budget. The following sections of the budget provide a more detailed discussion of the approved budget both by Council Vision Statement and by Fund. CITY OF COLLEGE STATION FISCAL YEAR COMPARISON SUMMARY FY 02 APPR.FY 02 APPR.NET OPERATING % CHANGE FISCAL YEAR 2001-2002 TOTAL SOURCES TOTAL USES TRANSFERS & CAPITAL FROM PRIOR APPROVED BUDGET OF FUNDS OF FUNDS IN BUDGET FISCAL YEAR GENERAL FUND 37,764,201$ 38,346,347$ (5,904,635)$ 32,441,712$ 9.19% UTILITY FUNDS 78,499,850 60,645,005 0 60,645,005 17.57% SANITATION COLLECTION 6,238,520 4,733,237 0 4,733,237 4.92% BVSWMA 13,525,832 5,207,949 0 5,207,949 (19.20%) UTILITY BILLING FUND 2,194,824 2,175,670 (2,175,670) 0 NA ECONOMIC DEVELOPMENT 1,004,707 900,000 (900,000) 0 NA INSURANCE FUND 4,919,476 4,652,628 (4,652,628) 0 NA DEBT SERVICE FUND 12,174,133 9,063,263 (1,023,410) 8,039,853 12.89% HOTEL/ MOTEL TAX FUND 2,789,105 2,347,008 0 2,347,008 15.31% PARKING ENTERPRISE FUND 1,213,800 1,003,546 0 1,003,546 501.33% PARKS XTRA EDUCATION 126,516 105,365 0 105,365 3.91% POLICE SEIZURE FUND 22,685 11,000 0 11,000 NA INTERNAL SERVICES 9,738,067 4,303,920 (4,303,920) 0 NA COURT SECURITY FUND 174,922 81,100 0 81,100 0.12% COURT TECHNOLOGY FUND 194,030 192,000 0 192,000 92.00% COMMUNITY DEVELOPMENT 5,103,614 4,821,636 0 4,821,636 5.55% SUB TOTAL OF O&M 175,684,282$ 138,589,674$ (18,960,263)$ 119,629,411$ 12.41% UTILITY FUNDS 8,461,000$ 8,461,000$ -$ 8,461,000$ (46.28%) SANITATION COLLECTION 0 0 0 0 (100.00%) HOTEL/ MOTEL TAX FUND 600,000 600,000 0 600,000 0.00% FUND BALANCE/WORKING 9,061,000$ 9,061,000$ -$ 9,061,000$ (45.81%) CAPITAL TRANSFERS TO CIP UTIL CAP IMPROV PROJECTS 42,139,931$ 20,432,694$ (8,461,000)$ 11,971,694 (52.71%) GEN GOVT CAP IMPROV PROJ 31,228,872 15,305,464 (871,325) 14,434,139 7.86% DRAINAGE UTIL CAP IMPROV PROJ 6,324,232 1,415,000 0 1,415,000 (66.39%) CONVENTION CENTER CIP 9,447,257 3,780,000 (600,000) 3,180,000 3222.88% COLLEGE MAIN PARKING CIP 651,056 375,000 0 375,000 (92.97%) WOLF PEN CREEK TIF 3,288,544 3,287,700 (120,000) 3,167,700 251.97% MEL ROSE TIF 274,038 225,000 0 225,000 NA SUB TOTAL OF CAPITAL 93,353,930$ 44,820,858$ (10,052,325)$ 34,768,533$ (29.39%) TOTALS 278,099,212$ 192,471,532$ (29,012,588)$ 163,458,944$ (5.18%) FY 01 APPR.FY 01 APPR.NET OPERATING % CHANGE FISCAL YEAR 2000-2001 TOTAL SOURCES TOTAL USES TRANSFERS & CAPITAL FROM PRIOR APPROVED BUDGET OF FUNDS OF FUNDS IN BUDGET FISCAL YEAR GENERAL FUND 34,461,075$ 35,241,714$ (5,531,044)$ 29,710,670$ 8.44% UTILITY FUNDS 71,702,674 51,582,878 0 51,582,878 3.74% SANITATION COLLECTION 5,766,645 4,511,168 0 4,511,168 8.27% BVSWMA 14,213,614 6,445,429 0 6,445,429 56.63% UTILITY BILLING FUND 2,194,055 2,168,342 (2,168,342) 0 NA ECONOMIC DEVELOPMENT 887,963 887,000 (887,000) 0 NA INSURANCE FUND 4,084,224 3,622,515 (3,622,515) 0 NA DEBT SERVICE FUND 11,547,398 7,819,002 (697,052) 7,121,950 38.63% HOTEL/ MOTEL TAX FUND 2,436,024 2,035,406 0 2,035,406 (12.30%) PARKING ENTERPRISE FUND 264,289 166,887 0 166,887 142.66% PARKS XTRA EDUCATION 141,879 101,403 0 101,403 4.11% THOROUGHFARE REHAB 0 0 0 0 NA INTERNAL SERVICES 7,943,996 3,918,921 (3,918,921) 0 NA COURT SECURITY FUND 82,800 81,000 0 81,000 NA COURT TECHNOLOGY FUND 103,500 100,000 0 100,000 NA COMMUNITY DEVELOPMENT 4,827,365 4,567,917 0 4,567,917 5.11% SUB TOTAL OF O&M 160,657,501$ 123,249,582$ (16,824,874)$ 106,424,708$ 9.30% UTILITY FUNDS 15,750,000$ 15,750,000$ -$ 15,750,000$ 103.54% SANITATION COLLECTION 370,000 370,000 0 370,000 NA HOTEL/ MOTEL TAX FUND 600,000 600,000 0 600,000 NA FUND BALANCE/WORKING 16,720,000$ 16,720,000$ -$ 16,720,000$ 116.08% CAPITAL TRANSFERS TO CIP UTIL CAP IMPROV PROJECTS 32,679,353$ 32,267,012$ (6,950,000)$ 25,317,012 92.53% GEN GOVT CAP IMPROV PROJ 20,516,073 18,902,524 (5,520,000) 13,382,524 (25.55%) DRAINAGE UTIL CAP IMPROV PROJ 4,228,225 4,210,201 0 4,210,201 (15.82%) CONVENTION CENTER CIP 10,136,497 4,345,700 (4,250,000) 95,700 (96.88%) COLLEGE MAIN PARKING CIP 5,338,153 5,337,498 0 5,337,498 63.33% WOLF PEN CREEK TIF 1,067,778 900,000 0 900,000 33.74% SUB TOTAL OF CAPITAL 73,966,079$ 65,962,935$ (16,720,000)$ 49,242,935$ 14.16% TOTALS 251,343,580$ 205,932,517$ (33,544,874)$ 172,387,643$ 16.29% CITY OF COLLEGE STATION NET OPERATING BUDGET $163,458,944 Convention Ctr. 2% Parking Enterprise 1% Hotel /Motel Fund 2% BVSWMA 3% Community Development 3% WPC TIF 2% General Gov't CIP 9% Drainage Utility CIP 1% Utility CIP 7%Debt Service Fund 5% Sanitation Collection 3% Utility Funds 42%General Fund 20% CITY OF COLLEGE STATION ALL FUNDS SUMMARY EXPENDITURE BY FUND REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM FUND FY 99-00 FY 00-01 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 GENERAL FUND 30,617,558$ 35,153,197$ 34,781,678$ 33,987,580$ 37,552,849$ 6.83% PARKING ENTERPRISE FUND 117,438 166,887 155,084 154,100 345,188 106.84% XTRA EDUCATION FUND 47,273 77,050 50,000 78,630 78,630 2.05% ELECTRIC FUND 4,589,706 5,361,185 4,758,285 5,087,348 5,883,044 9.73% WATER FUND 3,526,296 3,082,739 3,229,896 3,553,124 3,899,945 26.51% WASTEWATER FUND 2,856,230 2,938,880 2,812,895 2,842,471 2,971,200 1.10% PURCHASED POWER 23,576,798 25,000,000 31,490,785 31,500,000 31,500,000 26.00% SANITATION FUND 3,356,566 3,731,414 3,711,570 3,593,738 3,950,806 5.88% UTILITY BILLING FUND 1,306,484 1,409,778 1,430,043 1,386,044 1,550,183 9.96% FLEET FUND 1,018,267 1,062,309 1,064,111 1,062,862 1,119,881 5.42% PRINT/MAIL FUND 301,088 306,371 292,314 298,401 305,422 -0.31% COMMUNICATIONS FUND 497,194 490,903 492,693 522,636 533,607 8.70% BVSWMA FUND 2,701,339 4,104,860 4,669,080 4,229,806 4,765,056 16.08% COMBINED FUND TOTAL 74,512,237$ 82,885,573$ 88,938,434$ 88,296,740$ 94,455,811$ 13.96% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 99-00 FY 00-01 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 SALARIES & BENEFITS 30,420,850$ 33,686,324$ 33,248,967$ 33,712,202$ 36,747,466$ 9.09% SUPPLIES 3,175,152 3,764,292 3,588,146 3,766,729 4,058,748 7.82% MAINTENANCE 4,616,433 4,911,856 5,117,922 4,895,716 5,273,884 7.37% PURCHASED SERVICES 11,696,304 14,234,559 14,509,863 14,118,352 15,250,448 7.14% CAPITAL OUTLAY 1,026,700 1,288,542 982,751 303,741 1,625,265 26.13% PURCHASED POWER 23,576,798 25,000,000 31,490,785 31,500,000 31,500,000 26.00% COMBINED FUND TOTAL 74,512,237$ 82,885,573$ 88,938,434$ 88,296,740$ 94,455,811$ 13.96% PERSONNEL SUMMARY BY FUND REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM FUND FY 98-99 FY 99-00 FY 00-01 FY 01-02 FY01-02 FY 01 TO FY 02 GENERAL FUND 499.0 519.0 535.3 534.25 551.25 2.99% PARKING ENTERPRISE FUND 3.0 3.0 4.0 4.0 8.0 100.00% XTRA EDUCATION FUND 0.0 0.0 0.0 0.0 0.0 0.00% ELECTRIC FUND 53.5 54.5 59.5 59.5 59.5 0.00% WATER FUND 30.5 32.5 31.0 31.0 31.0 0.00% WASTEWATER FUND 36.0 34.0 36.0 36.0 38.0 5.56% SANITATION FUND 31.5 32.5 34.5 34.5 35.5 2.90% UTILITY BILLING FUND 30.0 30.0 30.5 30.5 30.5 0.00% FLEET FUND 15.0 15.0 15.0 15.0 15.0 0.00% PRINT/MAIL FUND 5.0 5.0 5.0 5.0 5.0 0.00% COMMUNICATIONS FUND 5.0 5.0 5.0 5.0 5.0 0.00% BVSWMA FUND 26.5 26.5 26.5 26.5 26.5 0.00% COMBINED FUND TOTAL 735.0 757.0 782.3 781.25 805.25 2.94% ANALYSIS OF TAX RATE FY 01-02 APPROVED APPROVED FY 01 FY 02 Assessed Valuation of Real and Exempt Property $2,661,115,250 $2,870,510,984 (Based on 100% of Market Value) Less: Exempt Property $237,314,190 $271,472,526 Less: Agricultural Loss $29,854,260 $32,002,350 Less: Over 65 and Veterans Exemptions $39,034,580 $40,593,070 Less: House Bill 366 $89,300 $113,172 Less: Abatements $33,597,108 $28,950,135 Less: Proration $3,710 $85,478 Less: Freeport $5,859,740 $7,734,170 Taxable Assessed Value $2,315,362,362 $2,489,560,083 O&M and Debt Service Portion $2,273,664,174 $2,450,180,223 TIF Captured Value $41,698,188 $39,379,860 Total $2,315,362,362 $2,489,560,083 Apply Tax Rate per/$100 Valuation 0.4293/$100 0.4777/$100 Total Tax Levy $9,939,851 $11,892,629 Estimate 100% Collection $9,939,851 $11,892,629 Tax Rate Per Percent Estimated $100 Valuation Of Levy Collections Debt Service 0.2931 61.4%$7,191,965 General Fund 0.1846 38.6%$4,529,638 Wolf Pen Creek TIF #1 0.4777 100%$121,026 Melrose TIF 0.4777 100%$50,000 ANALYSIS OF PROPERTY VALUATIONS TOTAL TOTAL APPRAISAL MARKET EXEMPT TAXABLE YEAR VALUATION VALUE VALUE * 1992 1,353,127,372 164,570,381 1,188,556,991 1993 1,446,692,180 177,229,893 1,269,462,287 1994 1,648,484,066 194,215,922 1,454,268,144 1995 1,814,639,141 203,017,772 1,611,621,369 1996 1,935,322,710 234,121,234 1,701,201,476 1997 2,065,133,267 245,085,209 1,820,048,058 1998 2,208,019,033 276,453,209 1,931,565,824 1999 2,420,818,924 308,471,247 2,112,347,677 2000 2,661,115,250 345,752,888 2,315,362,362 2001 2,870,510,984 380,950,901 2,489,560,083 * Assessed value is 100% of the estimated value. 0 500 1,000 1,500 2,000 2,500 MILLIONS1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 CITY OF COLLEGE STATION AD VALOREM TAX VALUATIONS CITY OF COLLEGE STATIONCITYATTORNEYCITYSECRETARYMUNICIPALJUDGESAPPOINTEDBOARDSCOMMUNITYPROGRAMSOFFICE OFBUDGET ANDSTRATEGICPLANNINGPUBLICCOMMUNICATIONSANDMARKETINGCOMMUNITYDEVELOPMENTADMINISTRATIONSUPPRESSIONPREVENTIONEMSFIREADMINISTRATIONUNIFORMPATROLCRIMINALINVESTIGATIONSSPECIALSERVICESQUARTERMASTERCOMMUNICATIONS /JAILPROFESSIONALSTANDARDSINFORMATIONSERVICESPOLICEBUSINESS PARKEDC LIAISONREDEVELOPMENTTOURISMDEVELOPMENTRETAILDEVELOPMENTSPECIAL PROJECTS/CIPECONOMICDEVELOPMENTACCOUNTINGPURCHASINGRISKMANAGEMENTMUNICIPALCOURTFISCALSERVICESADMINISTRATIONRECREATIONSPECIALFACILITIESPARKSOPERATIONSFORESTRYCONVENTION &VISITORS BUREAUARTS COUNCILPARKS &RECREATIONBUILDINGINSPECTIONPLANNINGENGINEERINGDEVELOPMENTDEVELOPMENTSERVICESSTREETSDRAINAGEFLEETTRAFFICSOLID WASTECOLLECTIONENGINEERINGCAPITAL PROJECTSFACILITIESMAINTENANCEPUBLICWORKSELECTRICWATERWASTEWATERPUBLICUTILITIESMANAGEMENTINFORMATIONSERVICESGEOGRAPHICINFORMATIONAND MAP SERVICESCOMMUNICATIONSERVICESPRINT/MAILUTILITYCUSTOMERSERVICESLIBRARYOFFICE OFTECHNOLOGY &INFORMATIONSERVICESHUMANRESOURCESCITY MANAGER'S OFFICECity ManagerAssistant City ManagerMAYOR ANDCOUNCILCITIZENS OFCOLLEGE STATION CITY OF COLLEGE STATION FY2001-2002 STRATEGIC PLAN One of the primary roles of the College Station City Council is to determine the direction that the City of College Station will follow into the future. A long-term strategic plan can help the City Council set this course for the future. Strategic planning is especially important in a community like College Station, where the growth that has been experienced in recent years is expected to continue. Strategic planning is a process that requires decision makers to focus on the overall mission of the City and the goals to be achieved. College Station’s strategic planning process facilitates the City Council and City staff’s ability to: § Align the City’s priorities with changing condition and new opportunities; § Create shared commitments among Council members, City staff, and College Station residents regarding present and future endeavors; and develop new goals and strategies; § Assess the City’s strengths, weaknesses, opportunities, and threats. It is important to remember that strategic planning is only a set of concepts, procedures, and tools. It takes the combined efforts of the City Council and City of College Station employees to make any strategic planning effort meaningful and successful. The FY 2002 Strategic Plan is a document that compiles the results of the City of College Station’s strategic planning process. The Strategic Plan establishes the City’s Council’s Mission and a series of Vision Statements that describe where the City Council would like the community to be in the future. The document outlines specific strategies and implementation plans to fulfill these visions. The City of College Station has integrated the annual budgeting process with the strategic planning process. The Strategic Plan assists the City to prioritize how the organization will use current and future resources to achieve identified goals. In this way, the Strategic Plan drives budget preparation decisions and service delivery implementation. The City’s strategic plan is reviewed and updated on annual basis to ensure that it remains current and reflects the needs and desires of the residents of College Station. The following pages include a summary of the College Station City Council’s Mission and eight Vision Statements, and an overview of the existing and new resources that will be necessary to implement the Strategic Plan. This overview is organized according to the resources needed to accomplish each specific Vision Statement. Because the Strategic Plan looks several years into the future, not all “new” resources have been utilized for funding in FY01. A more detailed list of all of the implementation plans required to carry out each strategy in the Strategic Plan is in Appendix L. 5 MISSION OF THE CITY OF COLLEGE STATION CITY COUNCIL On behalf of the citizens of College Station, a unique community and home of Texas A&M University, the City Council will promote the safety, health and general well-being of the community within the bounds of fiscal responsibility while preserving and advancing the quality of life resulting in exceptional civic pride. CITY OF COLLEGE STATION VISION STATEMENTS Vision Statement #1 As a result of our efforts, citizens will benefit from and have access the highest quality of customer-focused city services available at reasonable cost. § Customer service § Value for Cost § Effectiveness/efficiency § Convenience, accessibility § Professional, competent staff § Communication Vision Statement #2 As a result of our efforts, citizens will benefit from living in a safe, secure, and healthy environment § Effective, efficient fire and police protection § Adequate water and sewer services, drainage § Sanitation § Adequate lighting § Community policing § Public health services § Emergency management Vision Statement #3 As a result of our efforts, citizens will benefit from living in a clean environment that enhances and protects the quality of life § Air quality § Water quality § Open space § Greenways § Litter control/sanitation § Noise abatement 6 Vision Statement #4 As a result of our efforts, citizens will benefit from being enriched by a range of cultural arts and recreational opportunities provided through citywide initiatives and collaborative efforts. § Libraries § Performing arts § Teen center § Parks § Athletic activities § Recreation § Public art § Festivals § Museum Vision Statement #5 As a result of our efforts, citizens will benefit from participating and contributing to the well-being of our community. § Efficient access to information and services via technology and media § Volunteer programs § Community education programs § Advisory boards and committees § Focus group Vision Statement #6 As a result of our efforts, citizens will benefit from easily travel to, within, and from the community. § Well maintained and clean streets, sidewalks and pedestrian paths § Public Transit § Thoroughfare plan § Traffic flow § Air/rail Vision Statement #7 As a result of our efforts, citizens will contribute to and benefit from living in a strong and diverse economic environment. § Economic development compatible with community values § Protection of property values § Tourism, conventions § Adequate transportation § Business center § Strong retail § Job opportunities § Reasonable cost of living Vision Statement #8 As a result of our efforts, citizens will live in well-planned neighborhoods suited to community interests and lifestyles. § Village concept § Gentrification of older neighborhoods § Planning/zoning § Neighborhood parks for multi- generation use § Traffic management § Pedestrian mobility Mission Statement On behalf of the citizens of College Station, a unique community and home of Texas A&M University, the City Council will promote the safety, health and general well-being of the community within the bounds of fiscal responsibility while preserving and advancing the quality of life resulting in exceptional civic pride. Vision #1 Customer Focused Services Vision #2 Safe, Secure and Healthy Environment Vision #3 Clean Environment that Enhances and Protects Quality of Life Vision #4 Cultural Arts and Recreational Opportunities Strategies Strategies Strategies Strategies 1. Primary revenue stability - 3 Implementation Plans - Resources: New :$0 Existing: Existing staff Total: Existing staff 1. Protection of Life and Property - 3 Implementation Plans - Resources: New:$0 Existing: $120,000 Total: $120,000 1. Neighborhood Quality & Code Enforcement - 2 Implementation Plans - Resources: New: $0 Existing :$61,316 Total: $61,316 1. Performing Arts Center - 1 Implementation Plan - Resources: New: $20,465,000 Existing: Existing staff Total: $20,465,000 2. Intergovernmental Cooperation - 1 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 2. Annexation - 1 Implementation Plans - Resources: New: $20,000 Existing: Existing Staff Total: $20,000 2. Greenways - 2 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 2. Parks Maintenance Standards - 1 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 3. Development Policies - 3 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 3. Public Safety - 6 Implementation Plans - Resources: New: $580,759 Existing: $31,490 Total: $612,249 3. Protect Environment- Storm Water Quality - 1 Implementation Plan - Resources: New: $0 Existing: Existing staff Total: Existing staff 3. Intergenerational Parks - 1 Implementation Plan - Resources: New: $0 Existing: Existing staff Total: Existing staff 4. Motivating Work Environment - 5 Implementation Plans - Resources: New: $2,520,848 Existing: $36,000 Total: $2,556,848 4.Poverty/ Social Services - 1 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 4. Protect Environment- Air Quality - 2 Implementation Plans - Resources: New: $30,000 Existing: Existing staff Total: $30,000 4. Comprehensive Parks Planning - 4 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 5. Competitive Electric Environment - 1 Implementation Plan - Resources: New: $100,000 Existing: $100,000 Total: $200,000 5. Protect Environment - 1 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 5. Comprehensive Leisure Programs - 2 Implementation Plans - Resources: New: $5,000 Existing: Existing staff Total: $5,000 6. Ensure Excellent Customer Service - 4 Implementation Plan - Resources: New: $61,417 Existing: $1,802,000 Total: $1,863,417 6. Enhance Cultural Opportunities Through Existing Art Program - 2 Implementation Plans - Resources: New: $50,000 Existing: $20,400 Total: $70,400 7. Connect Greenways - 2 Implementation Plans - Resources: New: $5,258,000 Existing: $3,677,000 Total: $8,935,000 8. Improve Communication between Boards - 1 Implementation Plan - Resources: New: $0 Existing: Existing staff Total: Existing staff Mission Statement On behalf of the citizens of College Station, a unique community and home of Texas A&M University, the City Council will promote the safety, health and general well-being of the community within the bounds of fiscal responsibility while preserving and advancing the quality of life resulting in exceptional civic pride. Vision #5 Participate and Contribute to the Well Being of Our Community Vision #6 Easily Travel To, Within and From the Community Vision #7 Strong and Diverse Economic Environment Vision #8 Well Planned Neighborhoods Strategies Strategies Strategies Strategies 1. Facilitate Civic and Citizen Involvement - 4 Implementation Plans - Resources: New: $0 Existing: $8,150 Total: $8,150 1. Travel to, Within, and From the Community - 3 Implementation Plans - Resources: New: $9,000,000 Existing: $9,000,000 Total: $18,000,000 1. Regional Approach to Air/ Airport Transportation - 1 Implementation Plan - Resources: New: $0 Existing: Existing staff Total: Existing staff 1. Prevent Residential Decline/ Create Dev. Policies - 4 Implementation Plans - Resources: New: $1,123,325 Existing: Existing staff Total: $1,123,325 2. Increase Communication and Citizen Involvement - 1 Implementation Plan - Resources: New: $0 Existing: $10,000 Total: $10,000 2. Future Transportation - 1 Implementation Plan - Resources: New: $0 Existing: Existing staff Total: Existing staff 2. Protective Retail Recruiting - 2 Implementation Plans - Resources: New: $40,000 Existing: Existing staff Total: $40,000 2. Improve Construction Standards/Infrastructure - 1 Implementation Plans - Resources: New: $0 Existing: Existing staff Total: Existing staff 3. Bike/Pedestrian Friendliness - 4 Implementation Plans - Resources: New: $0 Existing: $500,000 Total: $500,000 3. Promote Economic Development - 4 Implementation Plans - Resources: New: $5,965,000 Existing: $1,210,000 Total: $7,175,000 3. Ensure Well Planned Neighborhoods/Standards - 2 Implementation Plans - Resources: New: $62,500 Existing: Existing staff Total: $62,500 4. Improve Public Transit System - 1 Implementation Plan - Resources: New: $0 Existing: $240,000 Total: $240,000f 4. Enhance Tourism Economy and Industry Growth - 3 Implementation Plans - Resources: New: $5,800,000 Existing:$6,600,000 Total: $12,400,000 APPROPRIATIONS – CUSTOMER-FOCUSED CITY SERVICES Fiscal Services $2,062,300 The Fiscal Services Department provides Fiscal Administration, Accounting, Purchasing, and Risk Management services to the City organization. It also oversees the operations of the Municipal Court. Fiscal Services Administration oversees the other areas of the Department and handles cash and debt issues for the City while ensuring all funds are invested prudently. The Accounting and Purchasing Divisions work closely together to ensure that purchases are made and recorded according to guidelines. The Risk Management function seeks to ensure that the City’s exposure 1.CUSTOMER-FOCUSED CITY SERVICES $ 12,852,768 As a result of our efforts, citizens will benefit from and have access to the highest quality of customer-focused city services at reasonable cost. Strategic Plan Summary: The City will provide accessible, efficient, and effective service to the residents of College Station. In addition, the organization will maximize its financial and human resources to provide the highest value service for a reasonable cost. This will be accomplished through the creation of a motivating work environment that attracts, develops, and retains professional, competent staff. City Services will be made more accessible to residents through consolidating services in fewer locations and implementing appropriate electronic technologies. The organization will also monitor the legislative environment to anticipate changes in tax policy and other policy areas, such as utility deregulation, that affect the residents of College Station. The city will also review the Fiscal and Budgeting Policies and Franchise agreements to help maintain the stability of revenue streams. A work plan will also be created to establish intergovernmental priorities in order to take advantage of opportunities to cooperate with other government agencies. One of the keys to successfully accomplishing this vision is a responsive and innovative internal support structure. Many of the divisions that serve internal customers are essential to both day-to-day operations and determining long-term policy direction, fiscal health, and compliance with the law. The quality of the service provided to internal customers determines both the quality of service that residents receive and the quality of the environment in which all City employees work. OTIS 18% FACILITIES MAINT 8% PUBLIC WRKS ADMIN 4% COMM & P/M 7% GG-CIP 9%GEN GOVT 17% FLEET SRVC 9% FISCAL SRVC 16% UTILITY BILLING 12% to physical and financial losses is minimized through a number of programs addressing worker safety. Municipal Court collects the fines and fees for the City. 2001 Operational Improvements The Accounting Division stopped automatically printing reports (i.e. Month end Reports). Instead, these reports are stored as electronic files, recoverable by every department, saving $2,628 annually. Office of Technology and $2,424,749 Information Services The Office of Technology and Information Services (OTIS) provides a number of internal services to the City organization. In addition, the Department manages the franchise agreements that the City of College Station has with telecommunication, cable and natural gas providers in the community. Services provided from General Fund revenues include OTIS Administration, Management Information Services (MIS) for micro to mid-range computer users, and Geographic Information Services (GIS). The OTIS internal service funds include Communication Services, Print/Mail, and Utility Billing. 2001 Operational Improvements In FY01, OTIS offered a number of new services to utility customers. Included in these are: application for automatic withdraw for payment of utility bill from bank draft available via internet, utility bills available for reviewing on Internet, Welcome letters in Spanish, budget billing and shift in hours for meter services from 8-5, to 8:30-5:30 to accommodate the average customers’ schedule. Two OTIS Administrative Service Level Adjustments are approved for FY02. The first is for $100,000 to cover legal and consulting services for renewal of the cable franchise with COX Communications. The second approved SLA in the amount of $50,000 will be used for the legal and consulting fees associated with establishing an electric franchise with BTU. The approved FY02 budget also includes one service level increase in the Management Information Services Division for $20,305 to purchase imaging system software and hardware for electronic records retention and management. Communications & Print/Mail $839,029 The Communications Division is responsible for the maintenance of telephone, radio, and other communications systems used by the City of College Station. $533,607 is the approved funding level for the Communications Division. The Print/Mail Division is responsible for providing printing and mail services to City Departments. $305,422 is the approved funding level for the Print/Mail Division. Utility Billing $1,550,183 Utility Billing is responsible for the metering, billing, and collection of electric, water, wastewater, sanitation, and drainage utility fees. The above chart demonstrates the steady growth in the number of utility bills mailed annually by Utility Billing. In FY02, one SLA for $100,000 is approved to provide credit card services that will allow utility customers to pay bills with credit cards. Fleet Services $ 1,119,881 The City of College Station has a fleet of 440 vehicles and heavy equipment to provide services to the citizens of College Station. Nearly every City department depends on having a reliable fleet of vehicles to provide services. Some of these services include Police and Fire services, Solid Waste Collection, Public Utilities, among many others. The Fleet Services Division manages the fleet and performs preventive maintenance and vehicle repair. Fleet Services has two SLAs for FY02. The first SLA approved provides $7,500 for a heavy-duty Utility Bills Mailed 100 200 300 400 99 00 01 Est 02 PropThousands truck and equipment tire machine. The second SLA, $5,500 for a replacement freon recycling station, will replace the five-year-old refrigerant recycler. Facilities Maintenance $ 989,418 The Facilities Maintenance function provides support services to City departments through the maintenance of City facilities. This includes all City buildings and equipment such as air conditioning units. Additionally, Facilities Maintenance performs some minor building construction and remodeling activities. The Division also manages facility repair funds to ensure that facilities and equipment are repaired and replaced in a timely manner to avoid higher repair costs that would otherwise occur. Public Works Administration $ 492,8 07 This is the administrative division of the Public Works Department, which includes Streets, Drainage, Fleet, Traffic, and Solid Waste Collection. Public Works Administration is the primary customer contact point for these activities. General Government $2,198,901 The City Secretary’s Office is responsible for elections, records management, City Council support and other activities. The City Manager’s Office is responsible for the day to day operations of the City, making recommendations on current and future issues to the City Council, and providing long-term organizational direction for the organization. One service level adjustment, in the amount of $27,300 is approved in FY02. This SLA will add one full-time secretary to the office to assist in the increasing workload. Strategic Plan 2001-2002 To ensure the City uses its resources to their fullest potential, staff will develop a work plan to establish and address intergovernmental priorities. Another key support area for the organization is the Legal Office. The Legal Office provides legal services and support to the City Council and the City staff. Among the services provided by this office are legal advice, contract writing, and litigation. The Office of Budget and Strategic Planning prepares, monitors, and reviews the annual budget. This office also coordinates the City’s strategic planning process, which is closely tied to the City’s budget. In addition, the Office of Budget and Strategic Planning provides management and organizational review services to City departments. Strategic Plan 2001-2002 To ensure the stability of the City's revenue sources, Fiscal Services will work with the Office of Budget and Strategic Planning in FY02 to conduct a complete review of current fiscal and budgetary policies and franchise agreements. This review is outlined in the 2001-2002 Strategic Plan as a means of protecting and optimizing our revenue stream. The Human Resources Department assists in recruiting, hiring, and retaining the most appropriate candidates for City positions. Human Resources provides employee training and administers the compensation and benefits program. Strategic Plan 2001-2002 In FY02, the city will continue to attract and retain professional and competent employees by ensuring employees are compensated with competitive pay rates and high quality, cost effective health insurance benefits. General Government and Capital Equipment CIP $ 1,175,500 General government and capital equipment projects are planned assets that have a value to more than one specific area of City operations. The two main divisions within this category are public facilities and technology projects. In FY 02, $780,000 in new appropriations has been approved for the land acquisition for new City Center. Other General Government Projects underway include the Municipal Court/Fire Administration Building and its replacement if the Public Safety Computer System. The following pages in this section detail the service levels and performance measures for the operating divisions in the Customer- Focused City Services Vision Statement. Also included are the budget and position summaries for each of the divisions. FISCAL SERVICES ADMINISTRATION Description & Budget Explanation FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $280,200 $277,962 $291,318 $312,940 Position Summary 3 3 3 3 Program Name: Fiscal Services - Information Service Level:Provide accurate and timely information to the council and staff for use in planning, setting goals, and monitoring programs. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness - Annual internal/ external survey of satisfaction rate.83%N/A N/A N/A Efficiency -Percent of all contracts reviewed within 2 working days of receipt.87%81%85%90% -Percent of reports completed within 20 working days of the 75%75%100%100% end of the period Output -No. of contracts reviewed annually.252 309 245 250 -No. of quarterly reports.4 4 4 4 Program Name: Fiscal Services - Operations Service Level:Administer cash and debt operations of City through management of cash flows, investments, and payments. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Portfolio rate of return as a percentage of similarly weighted average maturity treasury notes.*107%104%100%100% Efficiency -Percent of available cash invested.99%99%99%99% Output -Provide monthly market-to-market report.12 12 12 12 -Annual dollar amount of interest earned.$4,740,186 $5,699,231 $6,500,000 $6,750,000 *An index created by using a constantly maturing treasury note with a weighted average maturity that approximated the weighted average maturity of the City's portfolio. The Fiscal Services Administration Division assists departments in delivering services through effective financial management. This activity is accomplished through the review of financial aspects of contracts, and administration of the finance, accounting, purchasing, risk management, and municipal court functions. Cash and debt management is also performed by this office. FISCAL SERVICES ACCOUNTING Description & Budget Explanation: The Accounting Division is responsible for processing, recording, and reporting all financial transactions of the City. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $560,703 $601,486 $618,652 $713,455 Position Summary 11 11 10.5 11.5 Program Name: Accounting Service Level:Provide accurate and timely information to customers. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Receive the Certificate of Achievement for Excellence in Financial Reporting from GFOA for the Comprehensive Annual Financial Report.YES YES YES YES -Receive an unqualified audit opinion from external auditors.NO YES YES YES -Satisfaction rate on annual customer survey.90%95%90%90% Efficiency -Percent of month-end transactions recorded by the 10th business day of each month.95%97%95%95% -Submit CAFR to GFOA by March 31 YES YES YES YES -Complete financial statements by January 31 N/A N/A YES YES Output -No. of month-end transactions recorded by the 10th business day of each month.189 222 425 425 *Year-end takes precedence over month-end close. (a) We were granted a 30 day extension. Service Level:Process and record all financial transactions for the City in an accurate, efficient, and timely manner. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of vendor invoices paid within 30 days of invoice date.90%89%90%90% -Receive an unqualified audit opinion from external auditors.NO YES YES YES -Satisfaction rate on annual customer survey.90%95%90%90% -Percent of completed general ledger. reconciliation's and updated within 30 days of the period close date.80%60%90%90% -Ratio of correcting journal entry transactions to total journal entry transactions.0.27%0.39%<1%<1% Efficiency -No. of A/P transactions per person.25,120 25,861 25,000 25,000 -No. of journal entry transactions per person.415,281 239,674 240,000 240,000 -Admin. cost per A/P transaction.$2.55 $2.60 $2.90 $2.20 -Admin. cost per A/P check.$4.44 $6.41 $6.10 $8.06 -Admin. cost per vendor invoice.$3.38 $3.78 $4.03 $3.05 -No. of payroll checks per person/dollar 11,503/13,459/23000/36000/ amount per check.$3.14 $2.85 $3.30 $2.88 -Accounts receivable collection rate.88%93%90%90% -No. of billing transactions per person/dollar 14,501/14,296/13,000/13000/ amount per transaction.$1.00 $1.08 $3.30 $1.76 -No. of cash receipts per person/dollar cost 32,348/33,234/32,000/32000/ per transaction.$2.41 $2.50 $1.01 $0.48 -No. of reconciliation's per person.493 582 560 560 Output -No. of A/P transactions.50,239 52,433 50,000 50,000 -No. of journal entry transactions.415,281 239,674 240,000 240,000 -No. of correcting journal entry transactions.1,123 932 850 850 -No. of A/P checks.28,878 21,277 (c)18,000 18,000 -No. of vendor invoices paid.37,913 36,094 36,000 36,000 -No. of payroll checks.23,006 26,918 23,000 23,000 -Amounts collected.$5,591,806 $8,433,405 $7,770,000 $8,000,000 -No. of billing transactions.14,501 14,296 13,000 13,000 -No. of cash receipt transactions.32,348 33,234 32,000 32,000 -No. of general ledger reconciliation's.493 582 560 560 *Increase due to the decrease in the number of checks as a result of changing to one check run per week instead of two per week. (b)Increase due to the decrease in the number of checks as a result of changing to one check run per week instead of two per week. FISCAL SERVICES PURCHASING Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $208,049 $227,362 $243,974 $273,103 Position Summary 4.5 4.5 4.5 4.5 Program Name: Purchasing Service Level:Acquire quality goods and services in a timely and efficient manner within legal parameters for continued City operations. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Satisfaction percentage on annual survey of departments.81%N/A 80%80% -Satisfaction percentage on annual vendor survey.N/A 92%N/A 90% -Percent of total expenditures done through cooperative purchasing agreements.8.60%5%9%10% -Percent of City's purchase transactions processed through field purchase orders.94%94%95%90% -Percent of City's dollars handled through the purchasing department.86%90%90%90% -Percent of total dollars utilizing blanked contracts.13.80%15%15%15% -Percent of active suppliers accounting for 80% of City expenditures.4%4%7%7% Efficiency -Average cost per purchase order.$126.64 $156 $250 $250 Output -Total dollar value of all City purchases.$37,676,357 $51,399,638 $55,000,000 $55,000,000 -No. of cooperative agreements in which the City participates.15 8 12 15 -No. of FPO’s processed by departments.25,755 22,235 22,000 20,000 -Dollar value of P.O.’s processed by Purchasing staff.$32,448,740 $46,400,543 $50,000,000 $50,000,000 -No. of the following purchasing activities: one-time bids 84 85 80 75* annual bids 29 34 30 30** formal contracts/agreements 218 250 200 200 -Total Number of active suppliers.1,995 3,052 2,500 3,000 *% of active suppliers accounting for 90% of City expenditures is being changed to 80%, will provide correct % of 99 & 00 actual **I am anticipating the Legislature to increase the competitive bidding limit to $25,000. The Purchasing Division assists City departments in acquiring quality products and services in an efficient manner and at favorable prices. Purchasing also maintains open communication with City departments and vendors. Service Level:Effectively and efficiently manage and dispose of surplus assets to obtain the greatest value for the City. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage of all surplus disposed within 6 months of being identified as surplus.100%100%100%100% Efficiency -Recovery Percentage on surplus property.17.90%20%20%20% -% of original value of heavy equipment and vehicles recovered through disposal methods.27%22%25%25% Output -Net amount received after expenses of disposition.$154,492 $169,166 $277,500 $250,000 FISCAL SERVICES RISK MANAGEMENT Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $107,691 $131,082 $134,563 $154,287 Position Summary 2 2.5 2 2.5 Program Name: Risk Management Service Level:Resolve claims filed against the City in a consistent and expedient manner. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of claims that are settled with no appeal.N/A 98%98%98% -% of claims filed with Risk Management resulting in a lawsuit.N/A 2%2%2% Efficiency -Percent of P/C claims open after 30 days.N/A 10%10%20% -Percent of P/C claims open after 60 days.N/A 5%5%5-10% -Administrative cost per P/C claim filed.N/A $50 N/A N/A -Administrative cost per W/C claim filed.N/A $200 N/A N/A Output -Total number of P/C claims reviewed.N/A 375 N/A 0 -Total number of W/C claims reviewed.N/A 125 N/A 0 * Current P/C insurance carrier is handling most of the administrative work. **This is due to the unusually low number of claims. The Risk Management Division is responsible for providing programs that minimize the City’s exposure to physical and financial loss. The Division resolves claims filed against the City and has programs established to reduce potential claims to the City. These programs include safety classes and inspections. Service Level:Reduce total number and dollar amount of claims filed through monitoring and mitigation programs. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -% of eligible claims that are subrogated with some effectiveness.N/A 90%N/A N/A -% of eligible funds that are recovered in subrogation.N/A 90%N/A N/A -No. of site inspections conducted by RM.N/A 24 24 24 -No. of departmental safety meetings attended by RM.N/A 100 50 50 -No. of employee-hours of training conducted by RM.N/A 1400 1500 1500 Efficiency -Average payout per P/C claim filed.N/A $600 $600 $600 -Average payout per W/C claim filed.N/A $800 $2,000 $2,500 Output -Total P/C fund claims dollars paid.N/A $225,000 $175,000 $175,000 -Total W/C fund claims dollars paid.N/A $100,000 $200,000 $50,000 premium for FY 01 was$199,965. ** Current W/C insurance policy has a zero deductible – all claims filed this year are covered by the carrier for the life of the claim at 100%. *** This includes $46,098 in claims overruns from previous years. The P/C insurance premiums for FY 01 totaled $221,200. insurance premiums for FY 01 totaled $221,200. **** This only represents claims overruns from previous years since this year’s claims are covered 100% by our current policy. The W/C insurance FISCAL SERVICES MUNICIPAL COURT Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $463,162 $514,793 $593,970 $608,515 Revenue Summary $1,208,499 $1,393,505 $1,640,700 $1,690,000 Position Summary 12.5 11 13.5 13.5 Program Name: Case Maintenance Service Level:Provide quality service while providing the City with administration for cases filed for enforcement of Class C misdemeanors. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Input -Total of new cases filed.N/A*N/A*N/A*48,000 Effectiveness -% of non-parking citations entered within 24 hours of being filed in the court.90%86%95%N/A** -% of parking citations entered within 24 hours of being filed in the court.88%75%98%N/A** -Percent of citizen survey respondents rating Court personnel as somewhat or very courteous.86.80%85%91%85% -Percent of citizens survey respondents rating Court personnel as somewhat or very knowledgeable.89.40%89%93%85% Efficiency -No. of non parking citations entered per worker hour.30 30 30 N/A** -No. of parking citations entered per worker hour.53 41 50 N/A** -Percent of cases disposed.N/A*N/A*N/A*90% Output -No. of cases disposed.N/A*N/A*N/A*43,200 -No. of non parking citations processed.24,000 26,500 28,500 29,500 -No. of parking citations processed.11,640 14,400 10,000 15,000 -No. of failure to appear cases processed.N/A 3,500 4,000 4,500 -No. of walk-in customers.N/A 18,000 31,000 25,000 *New performance measures for FY02. **Discontinued performance measures for FY02. Municipal Court provides a competent court system with quality service through the utilization of effective and efficient operating procedures. Program Name: Case Information/Processing Service Level:Provide public with accurate information regarding their dealings with the court. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of payments processed within 48 hours received through the mail.80%77%97%100% -Percent of bonds processed the same day received from the jail.95%98%98%98% -Percentage of pled cases processed at the front window & through correspondence.N/A*N/A*N/A*90% -Percentage of pled cases processed in walk-in arraignment.N/A*N/A*N/A*10% Efficiency -No. of payments processed by mail per worker hour.8 9 9 9 -No. of bonds, received from the jail, processed per worker hour.4 5 5 5 -Collection Rate.N/A 40%53%55% Output -No. of bonds received from jail 1,524 1,500 1,700 1,800 -No. of pieces of mail received 18,000 18,000 22,000 22,000 -Amounts collected.N/A 2,180,000 3,000,000 2,350,000 Program Name: Hearing Process Service Level:Maintain effective and efficient court procedures in order to earn a high level of public confidence. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of contested hearings cases set for hearing within 60 days of request.90%90%90%N/A** -Percent of case paperwork prepared with notification to all parties ready at least 3 weeks prior to trial.90%95%95%95% Efficiency -No. of contested cases set for hearing per worker hour 3.5 4 5 N/A** Output -No. of contested cases set.2,736 3,630 4,300 3,800 -No. of summons issued.540 336 850 650 -No. of subpoenas issued.300 184 750 650 *New performance measures for FY02. **Discontinued performance measures for FY02. OFFICE OF TECHNOLOGY AND INFORMATION SERVICES ADMINISTRATION Description & Budget Explanation FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $322,637 $360,398 $419,224 $537,836 Position Summary 6 6 6 6 Program Name: Office of Tech. and Info. Services Action Center Service Level:Coordinate Administration, MIS/GIS, Communication service request and provide administrative support to OTIS. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on internal service survey.81%85%85%85% Efficiency -Communication requests per staff member. (3)76 92 70 70 -MIS/GIS requests per staff member. (3)930 709 667 667 -No. of requests resolved by Action Center per staff member*N/A N/A N/A 400 Output -Communication requests processed.228 273 400 400 -MIS/GIS request processed.2,789 2,126 2,000 2,000 -No. of requests resolved by Action Center*N/A N/A N/A 1,200 *New for FY02 The Administration Division is responsible for administrative support of the Office of Technology and Information Services. The Division also serves as the primary point of contact for all divisions through the Action Center. OFFICE OF TECHNOLOGY AND INFORMATION SERVICES MANAGEMENT INFORMATION SERVICES Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $1,381,104 $1,404,627 $1,681,745 $1,674,522 Position Summary 14 15 15 15 Program Name: Management Information Systems - MIS Service Level:Provide professional and helpful customer service to city computer and users. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -% satisfied on bi-annual customer survey. 76%N/A 70%70% -Problem resolution/repair of computer systems percent within one business day.90%92%90%90% -Percent service calls for priority one applications closed within 4 hours.100%100%99%99% -Non-Problem request for service.N/A N/A 600 700 Efficiency -Public Safety Dispatch System up-time 7 days/week, 24 hrs./day 100%100%99%99% -Midrange systems and wide area networks up-time, 5 days/week, 9 hrs./day 99%100%98%98% Output -No. of hrs. of up-time for Midrange systems/applications.17,782 15,534 53,100 53,496 -No. of hrs. of up-time for Midrange systems/applications.N/A 15,534 53,100 53,496 -No. of hrs. of up-time for WAN Servers/applications.43,271 64,284 61,400 85,596 *Internal survey not done for this year The Management Information Services Division is responsible for the maintenance of the City’s microcomputers, mid range computers, networks, operating systems, application software, and networking software. OFFICE OF TECHNOLOGY AND INFORMATION SERVICES GEOGRAPHIC INFORMATION SYSTEMS Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $133,388 $189,746 $199,794 $212,391 Position Summary 2 2 2.5 2.5 Program Name: Geographic Information Service - GIS Service Level:Design, implement, provide, and maintain up-to-date, geographically accurate and complete coverage’s with associated attribute information for all City departments. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on internal survey.87%87%80%80% Efficiency -Percent of coverage’s completed.39%40%43%43% Output -No. of maps produced.1,390 1,540 1,800 1,700 Input -No. of mapping elements added or updated.N/A 45 40 40 This Division is responsible for the development and maintenance of the Geographic Information System (GIS). OFFICE OF TECHNOLOGY AND INFORMATION SERVICES COMMUNICATION SERVICES Description & Budget Explanation: The Communication Services Division is responsible for maintaining the city’s telecommunications infrastructure. This includes the telephone and radio systems of the City. These systems are crucial to areas including Public Safety, Public Utilities, and Public Works. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $387,230 $497,193 $492,693 $533,607 Position Summary 5 5 5 5 Program Name: Communications Service Level:Provide professional and helpful customer service to City staff requiring phone, radio, and cable needs. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of emergency work orders responded to within 2 hours.100%100%98%98% -Percent of routine work orders responded to within one business day.98%97%95%95% -Percent satisfied on survey.94%94%90%90% Efficiency -No. of work orders per staff annually.246 287 280 280 Output -Total number of work orders.N/A 1,433 1,400 1,400 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES PRINT /MAIL Description & Budget Explanation: The Print/Mail Division is responsible for the delivery of interoffice and external mail received at City Hall and the 14 offsite locations. Print/Mail is also responsible for in-house printing needs, sign making, and microfilming. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $244,437 $301,088 $292,314 $305,422 Position Summary 5 5 5 5 Program Name: Print/Mail Service Level:Provide professional and helpful customer service to City staff requiring printing and design needs, mail guidance, and signage. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -% satisfied on annual customer survey.98%85%80%80% Efficiency -% of incoming mail delivered within 24 hrs.99%100%99%99% -% of print work orders completed within 5 days.96%97%90%90% -No. of annual print work orders per staff.694 734 N/A N/A Output -No. of printing services work orders.2,014 2,202 1,700 1,800 -No. pieces of outgoing mail (w/o utility bills).240,153 243,822 210,000 220,000 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES UTILITY BILLING Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $1,315,660 $1,306,484 $1,029,375 $1,550,183 Position Summary 30 29.5 30.5 30.5 Program Name: Utility Customer Service Service Level:Provide exceptional customer service to support the delivery of electric, water, sewer, sanitation, and drainage services to the citizens of College Station. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on citizen survey.94%93%90%88% Efficiency -No. of customers per day per walk-up employee.57 84 71 70 -Annual number of processed bills per employee.15,543 16,018 16,250 16,300 -Cost per bill.$4.12 $3.85 $4.20 $4.25 -Percent of bad debt expense annually.0.45%0.1%0.5%0.5% Output -No. of incoming calls.85,583 79,741 80,000 82,000 -No. of bills annually.318,624 328,365 335,000 341,000 -No. of payments.326,166 369,001 385,000 392,000 -No. of walk-up customers.56,311 63,261 60,000 62,000 -No. of service orders.62,343 73,002 65,000 70,000 The Utility Billing Division is responsible for connecting and disconnecting water and electric meters, reading those meters and provide billing and collection services for the city to all customers of electric, water, sewer, sanitation and drainage services. Program Name: Meter Service Service Level:Provide timely connection and disconnection of electric and water services. Maintain service installations to ensure accurate recording of utility consumption. Obtain accurate and timely readings for all electric and water meters. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Read accuracy percentage.N/A 100%100%100% Efficiency -No. of completed service orders per person.N/A 24,193 22,500 23,000 -No. of completed routine checks of electric meters per person annually.N/A 1,118 1,300 1,400 -No. of meters read daily, per person.N/A 351 370 370 -Cost per meter read N/A $0.31 $0.35 $0.35 Output -No. of service orders completed.N/A 48,385 44,500 45,000 -No. of meters/readings checked out.N/A 2,236 2,400 2,600 -No. of theft/tampering incidents discovered.N/A 15 12 10 -No. of utility payments taken in the field.N/A 1,098 1,400 1,400 -No. of meters read annually.N/A 482,920 495,000 510,000 Input -No. of full-time technicians.N/A 2 2 2 -No. of full-time meter readers.N/A 6 6 6 -No. of full-time commercial meter readers.N/A 1 1 1 PUBLIC WORKS ADMINISTRATION Description & Budget Explanation: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $258,484 $329,161 $389,577 $492,807 Position Summary 5 6 7 7 Program Name: Administration Service Level:Provide prompt and reliable service to our customers both internal and external. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of internal customers satisfied on customer survey.97%95%95%95% Efficiency -No. of output items per support staff.4,500 3,640 3,750 3,750 Output -No. of purchase requests submitted annually.1,650 1,478 1,500 1,500 -No. of work orders assigned annually.12,374 12,488 12,500 12,500 -No. of quarterly reports annually.4 4 4 4 The Administration Division serves as the primary customer contact point, and provides administrative support for the nine divisions of the Public Works Department. PUBLIC WORKS FACILITIES MAINTENANCE Description & Budget Explanation: The Facilities Maintenance Division is responsible for the maintenance of the City's office spaces and buildings. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $797,618 $856,858 $959,605 $989,418 Position Summary 6 6 6 6 Program Name: Facilities Maintenance Service Level:Maintain clean, safe, and comfortable working environment for City employees, customers, and citizens. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.76%85%85%85% Efficiency -Average response time to emergency repairs.1 DAY 1 DAY 1 DAY 1 DAY -Ratio of emergency repair hours to total of all maintenance hours.4%3%8%10% -Work orders per employee.381 337 425 425 -Total direct dollar cost/square foot of all maintained facilities.$3.00 $2.65 $2.75 $2.75 -Custodial cost per square foot.$1.35 $1.19 $1.20 $1.20 Output -No. of Work orders annually.1,908 1,497 1,600 1,900 -Total No. of labor hours to Work orders.7,632 6,582 7,600 8,000 -Labor hrs to preventative maintenance.480 488 600 1,500 -No of labor hrs to maintenance projects.2,250 2922 2,800 3,000 -No of labor hours to emergency repairs.362 157 200 157 PUBLIC WORKS FLEET Description & Budget Explanation: The Fleet Services Division is responsible for the care and maintenance of all vehicles and equipment in the City fleet. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $946,633 $1,026,095 $1,064,111 $1,119,881 Position Summary 15 14 15 15 Program Name: Fleet Services Service Level:Provide prompt, reliable maintenance service at cost effective rates. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Vehicle downtime.5%5%5%5% -% satisfied on customer service survey.90%85%85%85% Efficiency -Percent of repairs requiring rework.1%1%1%1% -Mechanic efficiency percentage.72%78%78%78% Output -No. of vehicles per mechanic.52 50 45 45 -No. of hours logged to work orders.12,060 11,345 11,500 11,500 -Shop rate per hour.$44.00 $45.00 $45.00 $49.00 GENERAL GOVERNMENT CITY SECRETARY Description & Budget Explanation: The City Secretary's office maintains archival records for the City of College Station, including ordinances resolutions, council meeting packets, and council and committee agendas and minutes. The City Secretary's office is also responsible for records of cemetery ownership, birth and death certifications, and a vast array of other council related information. This office also presides over local elections. In addition, the City Secretary coordinates the membership of several boards and committees made up of College Station residents who volunteer their time to improve and maintain the College Station community. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $186,074 $270,928 $283,787 $301,272 Position Summary 3.5 4 4 4 Program Name: Council Support Service Level:Provide coordination and timely administrative support to the Council and Mayor. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Council satisfaction: CSO immediate response to questions.N/A 90.0%90.0%90.0% -Satisfaction rate on coordination and administration functions on Council survey.90%90.0%90.0%90.0% Efficiency -No. of staff hours per Council packet.64 48 20 20 -No. of Council meeting agendas prepared.50 50 35 40 -No. of Council events with meals provided.35 40 45 50 -No. of Mayor’s special events.15 20 10 20 -No. of proclamations created.50 55 54 54 -No. of Mayor & Council appointments scheduled.500 550 300 325 Program Name: Public Records and Information Service Level:To maintain and provide public information in an efficient manner. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of customers satisfied on annual customer survey.98%98%98%98% -Percent of Vital Statistics reported to State accurately.99%99%99%99% Efficiency -Avg. time per death record request processed.20 min 20 min 20 min 20 min -Avg. time per birth record request processed.10 min 10 min 10 min 10 min -No. of birth and death records reported to State Health Dept.766 800 825 900 -No. of birth certificates from hospital.502 966 600 700 -No. of birth certificate request processed 585 875 450 500 -No. of death certificate request processed.1562 2000 1855 2000 -Median no. of days for open records request to be completed.3 3 3 3 -No. of open records request received.350 250 175 250 -No. of ordinances filed.42 38 45 50 -Total No. of records processed.2539 2988 2480 2750 -Avg. No. of public notices posted/month.16 18 20 25 -No. of Cu. Ft. records boxes authorized for destruction.192 boxes 200 boxes 300 boxes 325 boxes GENERAL GOVERNMENT CITY MANAGER’S OFFICE Description & Budget Explanation: The City Manager’s Office is responsible for the day to day administration of the City and for providing the City Council with recommendations on current and future issues. This is achieved by providing timely, complete and accurate information to the City Council. The City Manager’s Office also involves providing the overall management philosophy and direction to the organization. The Community Relations Program is also part of the City Manager’s Office. This program provides citizens with the opportunity to learn about and take part in their local government. Teen Courts, Citizens University, FRIENDS Mentors, and the Municipal Volunteer Program are some of the projects run by Community Relations. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $532,676 $450,752 $474,567 $623,421 Position Summary 5.5 5.5 5 6 Program Name: Administration Service Level:Facilitate communication between the Council, citizens, and staff on City related matters. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Overall satisfaction with City services on Citizen Survey.93.80%90%92%92% -Number of items removed from consent agenda for clarification.N/A >5%>5%>3% -Maintenance of City of College Station bond rating.A+/A1 A1/A+Aa1/AA-Aa1/AA- Efficiency -Percent of Strategic Plan implementation plans completed on or before final milestone.100%<5%100%100% -Percent of Council packets that go out on time with all supporting documentation.N/A N/A 90%100% Output -No. of meetings w/CSISD.N/A 4 4 4 -No. of meetings with City of Bryan/Brazos Co.N/A 12 15 12 -No. Of meetings with Chamber of Commerce/Econ Development Corp.N/A 4 4 4 -No. of Monthly City Manager’s Reports published.N/A 12 15 12 -No. of Council Updates written.N/A 24 24 24 -At least one retreat with Management Team annually.N/A YES YES YES -Review Strategic Plan w/City Council on semi-annual basis.N/A YES YES YES * The first bond rating is from Moody’s and the second bond rating is from Standard’s & Poor’s **Standard Response Time - depending upon type of complaint, average three to five business days. GENERAL GOVERNMENT LEGAL Description & Budget Explanation: The Legal Department is responsible for providing legal services to the City Council and to the city staff. Legal advice as to the best position for the City, contract writing, and litigation are some of the activities performed by the legal staff. The City Attorney’s Office actively enforces ordinances as directed by the City Council, acquires real estate for easements, and handles real estate transactions. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $470,988 $516,676 $557,422 $595,204 Position Summary 8 8 8 7.75 Program Name: Legal Department Service Level:Provide in-house legal services to the City Council, staff, and boards and commissions; to maintain cost efficiencies in protecting the City from threatened or actual litigation; and effective preventative/proactive legal services. GENERAL GOVERNMENT HUMAN RESOURCES Description & Budget Explanation: The Human Resources Department is responsible for helping hire and retain the most suitable candidate, within available resources, for each position, providing the City with a highly motivated, well trained and efficient staff. The areas of selection and recruitment, employment, benefits, compensation, training and development, and employee relations are all administered by Human Resources. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $316,589 $377,225 $356,439 $388,100 Position Summary 6 6 6 6 Program Name: Compensation and Benefits Service Level:Provide a competitive, quality benefit and compensation plan. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -(Benefits) Percent within standard dollar amount for claims per employee.2.60%+.01%+/-5%+/-5% -Percent of employees satisfied with claims handling.60%82%70%70% -Percent of Health providers satisfied with claims processing.88%90%90%90% -Pay-related turnover rate.N/A 4%2%2% -Number of skill increases.N/A 226 300 250 -Number of competency increases.58%99 95 110 -Number of performance increases.N/A N/A 94 225 -Number of employees receiving more than one skill increase.N/A N/A 120 100 -Exempt employee % from midpoint.N/A N/A 7%7% -Non-exempt employees % from midpoint.N/A N/A 11%10% -Average % increase-performance (non-exempt).N/A N/A 3%3% -Average % increase-competence (exempt).N/A N/A 4%4% -Percent of employees participating in Tuition Reimbursement.N/A N/A 17%17% Efficiency -Insurance claims cost per employee.$280.00 $327.00 $400.00 $393.00 -Administration costs per claim (based on number of claims filed.).$11.00 $8.33 $15.00 $15.00 -Insurance claims cost per employee on optional plan.$18.45 $15.53 $25.00 $25.00 Output -Number. of Insurance claims processed.10,279 11,647 17,000 17,000 -Number of positions salary surveyed.14 60 85 80 -Number of salary surveys responded to.123 78 40 25 -Number of positions reviewed.88 14 10 10 * Changed salary procedures. Program Name: Training/ Development Service Level:Provide training and communication to city staff to develop quality service delivery. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Satisfaction rate from training participants.95%95%95%95% -Satisfaction rate from managers of training participants.N/A 86%90%90% Efficiency -Total cost of in-house training per employee.$23.44 $19.26 $21.00 $22.00 -Cost per employees participating.$33.31 $18.52 $19.00 $20.00 -No. of development hours per program.2 3 3 4 Output -Total contact training hours.4,248 4,436 6,000 5,500 -No. of employees participating in training.451 728 1,000 1,000 -Total training programs completed.*48 35 50 50 * Changed salary survey procedures. **Changed the criteria for testing - can test every week. Program Name: Recruitment and Selection Service Level:Provide an adequate number of applicants for a department filling an open position in a timely manner. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of open positions reposted. (due to inadequate pool).10%10%8%10% -Percent of open jobs requested posted within 24 hrs.99%98%98%98% -Percent of time completed applications are available on the closing day of the posted job.99%99%99%99% -Number of ads placed in local paper.N/A N/A 60 50 -Number of ads placed in other papers or publication.N/A N/A 25 15 -Annual turnover rate.N/A 16%14%14% Efficiency -Percent of posted jobs that were tested.29%32%12%20% -Percent of promotional jobs that were tested compared to all internal promotions.29%31%8%15% -No. of applications received per posted position.21 25 25 25 Output -No. of applications processed.4,150 3,970 3,600 4,000 -No. of posted jobs that were tested.44 40 26 25 -No. of promotional jobs that were tested.8 5 6 8 GENERAL GOVERNMENT OFFICE OF BUDGET AND STRATEGIC PLANNING Description & Budget Explanation: The Office of Budget and Strategic Planning is responsible for the preparation, monitoring and review of the annual budget. The budget activity involves working to ensure the overall policy goals of the City are reflected in the way funds are allocated and spent. OB&SP also reviews expenditures to determine whether the overall policy goals were met. The office is also responsible for the City’s Strategic Planning efforts. This involves working with the City Council and departments on a strategic planning effort to proactively plan for the future. The office is responsible for ongoing organizational review. The ongoing organizational review involves the development and monitoring of service levels and performance measures as well as the ongoing review and improvement of City processes. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $193,052 $208,624 $273,124 $290,904 Position Summary 5.5 4.5 4.5 4.5 Program Name: Budget Preparation, Monitoring and Review Service Level:Prepare, monitor and review all aspects of the annual budget. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of annual actual expenditures of budget.92%92%95%96% -Percent of respondents satisfied or very satisfied with services provided by Budget 86%Survey not 92%95% Office.Complete Efficiency -Time per budget adjustment.5 days 3 days 7 days 3 days -Time per budget analysis project.5 days 5 days 7 days 5 days Output -No. of budget and contingency transfers processed.N/A N/A 25 30 -No. of budget amendments processed.1 2 2 2 -No. of budget analysis reviews completed.10 10 8 15 Program Name: Strategic Planning Service Level:Coordinate organizational review functions to improve the performance of the organization. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of departments surveyed satisfied or very satisfied with Strategic Planning Services.N/A N/A 88%90% -Percent of implementation plans completed on schedule.N/A N/A 70%90% Efficiency -Development Time per Department 5 year Plan.N/A N/A 6 months 4 months Output -Number of Department 5 year Plans Complete.0 0 2 5 -Number of Strategic Plan implementation 20 23 75 81 plans. -Strategic Plan Updates completed.N/A N/A 6 4 Program Name: Organization Review and Improvement Service Level:Conduct organizational review functions to improve the performance of the organization. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of departments surveyed satisfied or very satisfied with organizational review.82%N/A 88%90% -Percent of organizational reviews conducted resulting in marked improvement in process.N/A N/A N/A 100% Efficiency -Cost per review conducted.$12,580 $10,000 N/A $10,000 -Percent of review cost covered by cost savings or new revenues.10%60%N/A 60% Output -No. of organization reviews conducted.2 2 0 3 -No. of process improvement teams.5 5 7 10 APPROPRIATIONS – SAFE, SECURE AND HEALTHY ENVIRONMENT Police Department $8,847,111 The Police Department provides a number of services that help make the community safe. Among the services provided are 1) police patrol with certified police officers who are equipped with police vehicles and all necessary equipment, and assigned to specific areas of the city; 2) criminal investigation division which investigates reported crimes; 3) animal control; 4) jail and communications support for officers on the street and short term detention facilities that reduce the processing time of arrests; and 5) a professional standards division that serves a support and training function for the Department. The Police Department’s approved budget of $8,847,111 includes 6 service level adjustments totaling $228,975. The first SLA provides $20,875 for audio recording devices for officers on foot, motorcycles, and bicycles as proposed by the racial profiling bill. In addition, $51,000 has been designated to provide funding to replace the current audio/video recorders in the patrol cars at an accelerated rate. The current recorders are scheduled to be replaced every three years. This purchase will replace the recorders in a six-year cycle, offsetting the cost with longer life. An approved SLA of $21,450 for the replacement of a building security camera and public address system is included in the approved budget. The Department is also the recipient of two grants. 2.SAFE, SECURE AND HEALTHY ENVIRONMENT $48,195,706 As a result of our efforts citizens will benefit from living in a safe, secure, and healthy environment. Public health and safety are safeguarded through several municipal functions. Effective and efficient fire and police protection is provided through well-trained, adequately equipped Fire and Police Departments that strive to work in partnership with residents. The community’s well being is also protected through adequate, well-planned water, sewer, drainage, and sanitation services. Security reaches beyond fulfilling basic needs for protection and a healthy physical environment. This vision also encompasses strategies to attack the cycle of poverty and meet the needs of families in crisis. Working to accomplish this broad vision will require shared resources and collaborative efforts among many community partners, including the City of College Station. FIRE 14% WATER CIP 25% WATER 8% WASTEWATER CIP 7% OTHER 0%POLICE 18% WASTEWATER 6% DRAINAGE CIP 3% SANITATION 8% BVSWMA 10% DRAINAGE 1% FIRE CIP 1% The first, an ITC/STEP grant ($26,069) provides overtime pay for officers targeting drunk driving, speeding, and seat belt use. The second grant, Safe and Sober STEP ($41,248) also provides overtime pay for officers targeting speeding and DWI violations. The final approved SLA of $68,333 is for an additional full-time animal control officer and required equipment. The addition of this officer will allow for extended hours of service and for more uncommitted time for proactive patrol and enforcement. Strategic Plan 2001-2002 The CSPD strives to provide a level of service that safeguards public safety and also enhances residents’ overall quality of life. This is reflected in Vision Statement 2: Safe, Secure, and Healthy Environment. In 2000, the Police Department retrofitted red light indicators at major accident intersections. For fiscal year 2001-02, the Police Department has implemented a plan to have officers to work intersections that have high accident rates. The above graph illustrates an anticipated decrease in major offenses in 2001. The above graph illustrates a steady increase in calls for service over the past five years. A “Call for Service” is defined as any event or situation, reported by a citizen, which requires a response from the Police Department. Fire Department $6,618,055 The Fire Department provides services to College Station, to our neighbors in Bryan through an automatic aid program, and to rural areas around College Station. The Fire Department operates out of four stations located throughout the City. The basic services of the Fire Department are 1) fire response 2) emergency medical response, 3) fire prevention services, including commercial fire safety inspections and fire prevention training at local schools and various functions; 4) code enforcement activities performed by the community enhancement action center and 5) hazardous material response. There are 7 Service Level Adjustments, totaling $373,718 approved for the Fire Department in FY02. The first SLA provides $4,635 for a laptop computer, software and necessary connection cards for use in the Emergency Operating Center during activations. $78,000 is approved to replace all S.C.B.A. (Self-Contained Breathing Appartatus) equipment on currently used air packs in the fire department. To complete the second half of a two-year request, $12,500 has been approved for the purchase of two additional S.C.B.A. units as mandated by OSHA and the Texas Commission on Fire Protection. An additional SLA for $5,000 is approved for the replacement and maintenance of the fire station living equipment and office equipment for fire and EMS personnel. Another $20,000 has been approved for the purchase of a Life Pack 12 Heart Monitor/Defibrillator. This will provide the third ambulance with the same type of equipment used on the other two front line ambulances, and provide for consistent level of care by all first run ambulances. Another SLA approved provides $24,000 for a Fire Safety Trailer. The Safety Trailer simulates and demonstrates the dangers of smoke inhalation, usage of detectors and demonstration of how a sprinkler system works in the home. Finally, $229,583 will be used to provide the operations and maintenance of Fire Station #5. Four additional personnel will be equipped to operate the new Fire Station. This is Phase 1 of 3 phases to provide the operations and maintenance for this facility. A total of 12 personnel will be needed to run this facility. Major Crimes 0 1,000 2,000 3,000 97 98 99 00 01Est Calls for Service 0 20000 40000 60000 97 98 99 00 01EstThousands The preceding graph illustrates the increase/decrease in incidents responded to by the Fire Department over the last three years. Fire - CIP $250,000 In FY02, capital improvement funds of $250,000 are approved for design of Fire Station #5. Additionally, $229,583 is approved to begin personnel phase in for the new fire station. Water Division - Operations $3,899,945 A reliable and safe supply of portable water is necessary for any community. The City of College Station has the capacity to produce approximately 18.29 million gallons per day of potable water. The Water Division has developed high standards of reliability, assuring customers that their needs will be met with supplies that meet or exceed all federal and state mandated standards. As a City enterprise, the full cost of service for water production, transmission, and distribution is recovered by charging customers for consumption on a per unit basis. There are 4 water operation service level adjustments approved. The first SLA is for $25,000 to rebuild the current dilapidated workshop. $169,500 is approved to purchase a truck mounted vacuum/high pressure water jet unit for potholing utility locates and use as a cleaning unit. A SLA for $76,000 will provide the funds for the replacement of existing chlorinators at the Dowling Road Pump Station. The final SLA approved for a Safety Trailer Unit ($8,500) will increase the safety and effectiveness of water/wastewater system repairs, while complying with State and Federal regulations. Water - CIP $12,178,000 This year’s approved CIP budget includes $12,178,000 in new appropriations for projects that will increase the City’s water resources and further enable water distribution. These are significant projects that will increase the City’s ability to supply water to a growing College Station. $1,000,000 is approved for FY 02, out of a total of $2,500,000 for Well #7. Another $560,000 is approved for Parallel Well Field Collection Line, and $1,800,000 for the Rock Prairie Road water extension. Also included is $3,200,000 of $4.28 million project to provide water service to the west side of the City, as well as enhance water service in the Northgate area. In addition to projects that will expand the water services delivery ability, the CIP also includes several rehabilitation projects. In FY02, $628,000 is approved to complete Phases Four and Five of the Eastgate water rehabilitation project. Other projects currently underway and scheduled to continue are the water utility relocation necessary for the expansion of Texas Ave from Dominick to Harvey Mitchell Parkway, the completion of Phase I of Parallel Water Transmission project, and the Reclaim Water/Irrigation Program. The preceding graph illustrates an increase in the daily average water demand since 1997. Wastewater - Operations $2,971,200 Effective sanitary sewer collection and treatment is essential to public health in an urban environment. Over the last several decades, the standards have increased for this infrastructure. The past upgrades to the Carter Creek Wastewater Treatment Plant were directly related to those changing standards. As the system continues to grow, additional capital is needed for line extensions. The existing system will have to be maintained with line replacements and plant enhancements and expansions. Wastewater services are provided as an enterprise function with service related fees paying for the cost of service. The approved budget includes $54,550 in recommended service level adjustments, including $25,300 for two additional full time operators (for the duration of six months), due to the expansion Daily Average Water Demand 0.0 2.0 4.0 6.0 8.0 10.0 12.0 97 98 99 00 01 est.Mil. Gallons/DayIncidents Dispatched 0 1000 2000 3000 FY 1998 FY 1999 FY 2000 EMS FIRE of the Lick Creek Wastewater Treatment Plant; and $29,250 to upgrade network server hardware. The chart above shows the daily annual wastewater flow in millions of gallons. Wastewater - CIP $2,835,694 The Wastewater CIP approved budget for FY 02 includes funds for both collection and treatment projects. $2,853,000 is approved for completion of Northeast Trunk Expansion project, and $650,000 for the West Side Sewer Service project. Funding is also approved for the following rehabilitation projects: Collection System ($285,000) and Hensel Park improvements ($350,000). The approved CIP budget includes $483,694 to complete the rebuild and expansion of the Lick Creek Wastewater Treatment Plant in order to maintain adequate sewer capacity as development occurs in College Station. $232,000 is approved for sludge handling projects. These Wastewater projects will result in rate increases of 7% in FY 02 and of 7%. Other Wastewater Collection projects underway include $1,245,000 for phase five for Eastgate residential system rehabilitation. Sanitation $3,950,806 Sanitation is provided as an enterprise service with service fees that are intended to cover the cost of service. The Sanitation Division in College Station provides a number of services to meet local needs and desires in providing collection of municipal solid waste. These include providing residential containers, curbside recycling, brush and grass clipping collection, street sweeping and the removal of virtually any waste that may be disposed of in the local landfill or through composting. Commercial service is also a self supporting service provided to local businesses. The Commercial service provides collection in small and large plastic containers serviced with side load automated collection equipment. Customers with greater volumes can use roll off containers that hold a larger capacity and are serviced by front load collection equipment. The approved Sanitation budget includes two Service Level Adjustments totaling $254,660. The first SLA will provide $247,560 for an additional commercial route manager and front- end loading cab and chassis. This additional route is needed due to the continued growth of College Station’s business areas. The second SLA will provide funds ($7,100) for the implementation of a recycling rewards program, also known as “Cash for Trash”. The program will consist of a monthly cash award of $250, based on participation, to a resident on a randomly selected street and is designed to encourage recycling in College Station. A commercial rate increase is being approved as a result of the additional commercial route being approved. The above graph illustrates the increasing volumes, in tons, of refuse collected and disposed of by the Sanitation Division. Drainage - Operations $351,341 Drainage issues have been critical in the last several years in College Station. Drainage issues can impact both health and public safety, as well as Transportation and Mobility issues. The Drainage service level provides a drainage maintenance program that keeps the storm carrying capacity of the system adequate in College Station. Mowing of rights of way and creek cleaning are the primary ways this service level is provided. Drainage Operations proposes only one SLA. This SLA will shift the expenditures from the General Fund to the Drainage Utility Fund. The division will add an “enhanced maintenance and construction section” and take more responsibility for completion of drainage related CIP projects. REFUSE COLLECTED 5,000 10,00015,000 20,000 25,00030,000 35,000 99 00 01 Est 02 PropTons (thousands) RESIDENTIAL COMMERCIAL Average Daily Wastewater Flow 0.0 2.0 4.0 6.0 8.0 94 95 96 97 98 99 est.Millons of Gallons Drainage Utility CIP $1,415,000 Drainage capital projects are funded through a drainage utility fee. Significant drainage utility projects. Drainage projects already underway are approved for next year include Greensways projects ($785,000). These projects are designed to improve the drainage system in College Station. construction of two Bee Creek projects and Phases IV and V of Bee Creek, totaling $2,854,616. Other Health & Public Safety Expenditures $113,498 The Health Department provides health services to the citizens of Brazos County. These services include restaurant inspection and health approved FY 02 Health Department budget is $113,498. 2001 Operational Improvements BVSWMA found a way to cut costs and improve the satisfaction level with streets in College Station. Working with Street Maintenance, they use a new process which diverts debris (rocks, brick and mortar) from the working face, and utilizes this material in road construction. Brazos Valley Solid Waste $4,765,056 Management Agency The Brazos Valley Solid Waste Management Agency (BVSWMA) is a cooperative arrangement between the Cities of College Station and Bryan to provide solid waste disposal service. BVSWMA is responsible for running the landfill, developing and implementing alternative disposal programs for waste that cannot be placed into the current landfill site, and providing for long-term disposal for the two cities and other customers of the agency. One SLA totaling $463,255 is approved for BVSWMA’s FY02 budget. These funds will be used for the design, construction and quality assurance testing of approximately 900 linear feet of embankment that will constitute the southern sidewall of the proposed landfill expansion area. This SLA will provide the resources to comply with current TNRCC Solid Waste regulations regarding solid waste disposal. The following pages of this section detail the service levels and performance measures for the operating divisions in the Safe, Secure, and Healthy Environment Vision Statement. Also included are the budget and position summaries for each of the divisions. POLICE DEPARTMENT ADMINISTRATION Description & Budget Explanation The Administration Division is responsible for the administrative support of all divisions in the Police Department. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $373,899 $392,518 $575,966 $651,098 Position Summary 6 6 8 9 *One sworn position has been moved to Uniform Patrol and the technical coordinator position has been moved from Communication. Program Name: Administration Service Level: To ensure that Departmental programs and activities are in line with the department mission statement and accomplished within budgetary limitations. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Ensure other divisions within the Police Department meet their performance measures.80%92%85%85% Efficiency -The Department stays within budget overall.100%100%100%100% Output -Percent of chapters of policy revised annually.100%100%100%100% POLICE DEPARTMENT UNIFORM PATROL Description & Budget Explanation: The Uniform Patrol Division is responsible for providing police patrol and traffic enforcement duties. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $3,475,727 $3,435,417 $3,805,020 $3,978,420 Position Summary 63 66.5 67.5 67.5 Program Name: Uniform Patrol Service Level: Provide timely initial police services on a 24 hour basis incorporating a community policing philosophy with an emphasis on problem solving. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of time Patrol Officers' time that is: Proactive 40%28%45%50% Reactive 60%72%55%50% Efficiency -Average response time on high priority calls.5.87 mins 6.16 mins 6.00 mins 6.00 mins -Average response time on low priority calls.14.18 mins 16.68 mins 15.90 mins 16.00 mins -Percentage of total accidents that are alcohol related.2.89%3.21%3.00%2.90% Output -No. of high priority calls handled.5,117 5,025 5,250 5,420 -No. of low priority calls handled.42,545 45,434 45,550 46,150 -Total number of calls handled.47,662 50,459 50,800 51,570 -No. of DWI arrests.422 430 375 360 -No. of DUI arrests.144 90 50 60 -No. of problems addressed.164 139 130 125 -No. of problems resolved.78 70 65 60 *Reactive and proactive time was adjusted to reflect fiscal year 2000 time which was 28% for proactive and 72% for reactive. **Response times were adjusted to reflect fiscal year 2000 response times of 6.16 minutes for high priority calls and 16.68 minutes for low priority calls. Program Name: Special Enforcement Section Service Level: Provide traffic safety services. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -No. of injuries at high accidents locations.244 323 375 350 Output -No. of enforcement actions for high accident locations.1,041 1,648 3,250 3,375 -No. of directed traffic patrols performed.185 112 110 100 POLICE DEPARTMENT CRIMINAL INVESTIGATION Description & Budget Explanation: The Criminal Investigation Division is responsible for investigation of serious criminal offenses, provide victim, witness, and suspect interviews, monitor criminal gang activity, and provide narcotic substance investigations. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $940,648 $925,621 $974,957 $903,029 Position Summary 18 17 15 14 *One sworn position has been moved to Professional Services. Program Name: Criminal Investigations Service Level:To provide efficient assignment and investigation of serious criminal offenses within a reasonable amount of time. Ensure that victims of assigned criminal offenses be contacted within 10 days of assignment. To provide effective investigations to clear maximum number of offenses with the resources available. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -% satisfied on customer survey.91%92%90%90% -% cleared on follow-up cases.74%78%75%75% -Percent cleared by arrest.39%50%45%45% Efficiency -75% of assigned cases will be disposed of within 30 days.N/A 79%75%N/A -70% of assigned cases cleared.N/A 78%79%80% -45% of cleared cases will be by arrest.N/A 50%45%45% Output -No. of assigned cases.2,010 2,041 1,900 2,000 -No. of cases cleared.1,491 1,601 1,500 1,600 -No. of cases cleared by arrest.778 799 650 700 *Survey will be conducted later in the year POLICE DEPARTMENT PROFESSIONAL STANDARDS Description & Budget Explanation: The Professional Standards Division recruits, selects and trains sworn and civilian employees. Additionally, the Division provides continuing training to employees and is responsible for the Management of the Accreditation Process. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $236,691 $242,442 $277,156 $311,130 Position Summary 3 3 4 4 *One position was moved from CID. Program Name: Recruiting & Training Service Level: To provide continuing education and training for the enhancement of the professional skills of current employees. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage of sworn employees that receive an average of 80 hours of in-service training each.100%100%100%100% Efficiency -Average number of training hours provided per employee, including part-time employees and FTO Program.130 130 130 80* Output -No. of in-house training hours.8,629 6,627 9,000 9,000 -No. of outside training hours.7,685 3,391 8,000 8,000 POLICE DEPARTMENT QUARTERMASTER Description & Budget Explanation: The Quartermaster Division is responsible for equipment, supplies, and maintenance purchased for the Police Department. The duties include the ordering and dispersal of supply and equipment items for use by all Department employees, and coordinating repairs for all the Department's facility and fleet needs. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $280,330 $822,618 $835,353 $749,295 Position Summary 0 1 1 1 Program Name: Quartermaster Service Level: Provide equipment, supplies and maintenance for the Department. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -% satisfied on employee survey.95%95%N/A 95% Efficiency -% of Supply requests filled within 5 working days.81%95%95%95% Output -No. of supply requests filled within 5 working days.502 759 750 750 *Survey will be conducted later in the year. POLICE DEPARTMENT COMMUNICATIONS/JAIL Description & Budget Explanation: The Communications/Jail Division is responsible for police communications and dispatch, provides safe and secure detention operations, and provides report taking capabilities for low priority calls. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $901,699 $905,978 $1,088,353 $1,142,503 Position Summary 26 27 27 27 Program Name: Public Safety Communications Service Level: Processing of Police, Fire, and EMS calls for service. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -% satisfied on Citizen Survey.75%92%90%90% Efficiency -Percent of priority 1 police calls dispatched within 3 minutes.96%98%98%98% -Percent of priority 1 fire calls dispatched within 1 minute.96%97%98%98% Output -Phone calls processed monthly.20,369 25,326 24,750 25,250 -Phone calls processed monthly (8am-5pm).9,999 12,462 12,500 12,750 -911 phone calls monthly 975 1,210 1,234 1,260 -Total phone incidents monthly.8,032 8,397 8,565 8,736 -Total fire incidents monthly.354 344 350 360 *Survey will be conducted later in the year Program Name: Jail Service Level: Processing of prisoners allowing patrol officers to reduce transport and processing. time of prisoners; keeping an officer in service by taking low priority calls for service over the phone or in person. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Length of time to process arestees.30 mins 30 mins 30 mins 30 mins Efficiency -Percent of priority 4 calls handled by PSO's.7%6%6%6% Output -No. of reports taken by PSO's monthly.177 166 170 170 -No. of prisoners processed monthly.580 569 570 570 POLICE DEPARTMENT SPECIAL SERVICES Description & Budget Explanation: The Special Services Division is responsible for coordination of the Tech-Prep Criminal Justice Program at A&M Consolidated High School. The Division is also responsible for a number of programs that involve the community, and the public school system, in crime prevention education for our children. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $467,019 $480,036 $624,510 $721,906 Position Summary 8 9 10 11 Program Name: Tech-Prep Criminal Justice Program Service Level: Coordinate the Tech-Prep Criminal Justice Program at A&M Consolidated High School while establishing positive relationships with students, faculty, staff and interviewing At-Risk Students. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Annual faculty and staff survey approval rate.93%95%95%95% Efficiency -Percentage of students enrolled receiving a passing (70%) grade.N/A 95%95%95% Output -No. of students in Tech-Prep Criminal Justice Courses.182 288 350 350 -No. of at-risk students helped with mentoring sessions.644 686 800 800 *Annual survey conducted in May. Program Name: Drug Resistance Education (DARE) Service Level: To provide a quality D.A.R.E. program to students in selected grades in the CSISD system, for the purpose of educating students of the consequences of substance use and abuse. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Annual faculty and staff survey approval rate.96%95%95%95% Efficiency -Percentage of students in 5th grade D.A.R.E. program that scored at least 70% on final written exam.99%99%91%95% Output -No. of students taught in the 5th Grade curriculum.515 575 N/A N/A *Annual survey will be conducted in May. Program Name : Animal Control Service Level: To provide adequate and professional animal control services to the citizens and visitors to the City of College Station. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of citizens satisfied with service.76%74%80%80% Efficiency -Percent of on-duty, animal calls responded to within 15 minutes.81%74%75%75% Output -Calls for service per year.3,852 3,026 3,400 3,600 -No. of animals handled per year.2,239 1,545 1,400 1,600 *Annual satisfaction survey will be conducted later in the year. POLICE DEPARTMENT INFORMATION SERVICES Description & Budget Services The Information Services Division is responsible for processing and maintaining police records and evidence. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $282,577 $309,424 $353,928 $389,730 Position Summary 8 8 9 9 Program Name: Information Services Service Level: Process and maintain accurate police records and evidence and provide for the effective and efficient retrieval, distribution, and storage of departmental records and evidence so that information requested by other divisions of the department, prosecutors, and the citizens is readily available. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on annual customer survey.97%97%95%95% -Percent of time that all incoming records/ evidence are processed correctly.99%98%98%98% Efficiency -Percent of time reports and supplements received by 9 a.m. are processed by 3 p.m.85%82%95%95% -Percent of time all citations are processed by 5 p.m. the day following the citation.85%80%95%95% -No. of evidence/property items disposed during measured month.136 229 210 210 Output -No. of reports processed annually.13,920 13,860 13,127 13,500 -No. of Record Technicians used to process reports.3.5 3.63 4 4 -No of citations processed annually.35,704 40,540 45,807 46,000 -No. of Record Technicians used to process citations.1 1 1 1 -No. of evidence/property items processed annually.4,552 5,751 5,059 5,200 -No. of evidence/property items disposed annually.1,628 2,682 5,531 2,160 *Survey will be conducted later in the year. FIRE DEPARTMENT ADMINISTRATION Description & Budget Explanation: This is the administration and training function of the Fire Department. General administrative support is provided to the department. Requests for service by citizens and Fire Department employees are also handled in this area. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $286,652 $303,148 $304,349 $414,427 Position Summary 4 3.5 5 5 Program Name: Administration Service Level: Provide comprehensive planning, operational oversight, and budget preparation and monitoring services to the Fire Department. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Compliance of adopted state and federal regulations by CSFD within 180 days of implementation.N/A 90%90%90% -Insurance Service Office rating.N/A 3 3 3 Efficiency -Percent of staff time devoted to research, compliance, and implementation of federal and state regulations.N/A 40%25%25% Output -No. of federal and state regulations adopted within 180 days of implementation.N/A 2 2 2 -No. of federal and state regulations which CSFD is in compliance within 180 days of implementation.N/A 2 2 2 -Percent of policies and procedures reviewed annually.N/A 95%90%90% -Monthly evaluation of budgetary reports with identifiable problems being corrected within 45 days.N/A 90%90%90% Service Level: Provide necessary support services and information to internal and external customers. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of EMS reports entered into the billing system within 48 hours of reception of reports.N/A 95%85%85% -Approval percent on citizen satisfaction survey.N/A 94%90%90% -% of purchase orders and invoices entered in the system in the weeks received.N/A 92%90%90% -% of time payroll data are entered into the system accurately.N/A 98%95%95% -Percent of time citizen inquiries/complaints are resolved within 72 hours.N/A 93%90%90% Efficiency -Percent of staff time devoted to entry of N/A 80%80%80% EMS reports in the billing system. -Percent of staff time devoted to the entry of accounting and purchasing invoices N/A 75%75%75% -Percent of staff time devoted to the entry of Prevention Inspections**N/A 30%45%45% Output -No. of EMS reports entered into the billing system.N/A 1,568 1,700 1,750 -No. of purchase orders and invoices, correspondence entered.N/A 9,411 10,200 10,200 -No. of citizen inquiries/complaints responded to by the d+B564epartment.N/A 3,800 5,200 6,000 *Impact of responsibility for Emergency Management on available support staff time unknown **Impact of implementation of procurement card program on number of accounting entries unknown FIRE DEPARTMENT FIRE SUPPRESSION Description & Budget Explanation: The Operations Division provides emergency response to fire and hazardous materials incidents. Safety surveys of structures in the community are also performed by this function to help ensure that fire protection systems will work properly during an emergency. Automatic and mutual aid agreements with neighboring entities allows more integrated fire and hazardous materials response to the community. EMS operations were previously accounted for by this cost center but are assigned a separate division in FY 00 for increased tracking capabilities. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $4,184,357 $2,838,797 $3,119,576 $3,679,918 Position Summary 47 47 50 54 Program Name: Fire Department Suppression Service Level: Provide prompt, effective, and efficient response and mitigation for fire, rescue, and Haz-Mat emergencies. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of response time, which consists of dispatch to first arriving unit on scene (Response time consist of dispatch time*, turnout time, and drive time) >6 N/A 31%42%43% <6 N/A 69%58%57% <5 N/A 47%38%37% <4 N/A 24%20%19% <3 N/A 7%6%6% -Percent of time fire damage is confined to the room/structure of origin.N/A 98%98%98% -Percent of time fire fighting agent is applied within 6 mins of first fire unit arrival on scene.N/A 35%35%35% -Percent of time a stop loss*** on Haz-Mat incidents are achieved within 1 hour of on scene time.N/A 98%98%98% Efficiency -Percent of funds for billable time and expendables recouped on Haz-Mat responses.****N/A 5%75%75% Output -Total number of unit responses.N/A 2,249 2,146 2,250 -Total number of incidents.N/A 1,607 1,550 1,600 *Dispatch time is tracked in Police Department's Communication Service Level **Extrication is the removal of all victims from vehicles involved in an accident ***Stop loss is the point in time in which the spread of a material has been contained ****Response times have been negatively influenced by two major factors (1)The Spreading population base is further from our stations (2)Problems with the MDT automated status system Service Level: Provide services which enhance the survivability of citizens, visitors and emergency response personnel in our community during fires and other emergencies. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Output -Total no. of station tours.N/A 131 55 125 -Percent of pre-scheduled station tours.N/A 49%65%65% -Percent of "walk-in" station tours.N/A 51%35%35% -Total no. of station tour visitors.N/A 1036 600 600 -Staff hours committed to station tours.N/A 199 200 200 -Total no. of public education appearances.N/A 73 75 75 -Staff hours committed to public education appearances.N/A 346 500 500 -Total no. of EMS riders.N/A 100 100 300 -% of EMS riders who are city employees.N/A 73%50%30% -% of EMS riders who are EMS trainees.N/A 100%98%98% -Total hours committed by EMS riders.N/A 3906 2500 4000 ***These performance measures are new for FY 02 Program Name: Training Service Level: Coordinate training, testing, and support necessary to provide prompt, effective and efficient response and mitigation for fire, rescue and Haz-Mat emergencies. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Required/actual continuing education hours: Fire N/A 1280/4696 1200/2000 1200/2000 ARFF (Aircraft Rescue Fire Fighting)N/A 558 140/500 140/500 Haz-Mat (Hazardous Materials)N/A 909 500/600 500/600 -No. of required/actual certifications maintained.N/A 165/200 161/200 160/215 Efficiency -Cost per internal/external training hour.N/A $1.66/$3.92 8.16/11.22 8.25/11.40 Output -No. of TXFIRS reports generated by CSFD.N/A 4130 4000 4000 -No. of total fire training hours.N/A 6163 4000 4000 *Texas Fire Incident Reporting System **Standard Operating Procedures ***Computer program problems have slowed this program FIRE DEPARTMENT FIRE PREVENTION/COMMUNITY ENHANCEMENT Description & Budget Explanation: The Fire Prevention/Community Enhancement Division does a number of things related to safety to prevent fires as well as investigative services to determine the cause and origin of fires. Also included in this function is the maintenance and enforcement of city ordinances relating to zoning, sanitation, drainage, nuisance abatement and parking related violations. Fire Prevention is involved in the development process through the inspection of new buildings to ensure compliance with the fire code. Public safety and education programs are provided to the citizens of College Station. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $408,159 $463,292 $587,155 $629,521 Position Summary 9 10 10 10 Program Name: Fire Prevention Service Level: Provide prompt and thorough system acceptance tests and conduct building fire safety inspections to ensure code compliance. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of surveyed customers rating the fire new inspection service good to very good.98%98%98%98% -Percent of time acceptance tests are conducted within 1 working day of requests.100%90%95%95% -Percent of time new business final inspections are held within one working day of requests.100%95%95%95% Efficiency -Time per inspection.1 hour 1 hour I hour 1 hour -No. of inspections per month per officer.41 32 30 35 -Staff time cost per inspection.$19 $22 $22 $24 -Per capita operating expenditures (for all Fire Prevention/Code Enforcement activities).*$6.17 $6.97 $8.59 $8.44 Output -No. of visits per construction-renovation sites.3 per week 2 per week 2 per week 2 per week -Total # of construction-renovation sites.N/A 747 750 1,000 -No. of systems tests conducted per year.128 100 160 165 -No. of fire safety inspections of businesses.973 777 1,000 1,200 -Major violation follow-up time.1 day 1 day 1 day 1 day -Minor violation follow-up time.3 days 1 day 3 days 3 days Service Level: Determine fire cause and origin of all fires responses and location by occupancy of fire injuries/deaths. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of time fire cause and origin are determined when an investigator is called.99%98%98%98% -Haz-Mat and fire code compliance cases initiated within 24 hours.N/A 100%100%100% Efficiency -Avg. time spent per fire investigation 5 hours 4 hours 3 hours 3 hours Service Level: Provide public safety education programs. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of class participants satisfied or very satisfied with public safety education programs.99%98%98%98% Efficiency -Avg. time per class.1 hour 1 hour 1 hour 1 hour -Avg. cost per student for fire safety training.$1.90 $1.00 $1.10 $1.10 Output -No. of participants in fire safety classes.*3,614 13,747 13,000 14,000 -No. of fire safety/code compliance classes.50 151 204 200 *Public Education Position was vacant for five months Program Name: Community Enhancement (Code Enforcement) Service Level: Ensure a healthy and safe community through the timely, proactive, and reactive enforcement of property standards, codes and ordinances. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of staff time spent on proactive code enforcement.58%30%30%30% -Percent of calls investigated within 48 hours of call.95%90%95%95% -Percent of cases resolved within 90 days.99%98%98%99% -Percent of cases resolved by voluntary compliance.98%97%98%98% -% of cases requiring administrative action.2%3%2%2% Efficiency -No. of cases resolved per code employee.3676 3210 2000 2400 -Cost per parking contract.**$2.20 $1.70 N/A N/A -Cost per enforcement of parking violations.$2.10 $2.00 $1.30 $1.30 Output -Total no. of community enhancement cases.7,352 9,224 8,000 9,200 -No. of premise* cases resolved.3,848 6,375 6,000 6,800 -No. of proactive cases (including PITY).4,300 5,892 3,500 4,700 -No. of cases taking 90 days or more.42 102 100 100 -3,700 6,142 7,500 7,500 -No. of cases requiring administrative action.148 233 200 200 -No. of Weeds & Grass cases.2,314 2,330 2,100 2,100 -No. of Open storage cases.N/A N/A N/A 1,200 -No. of sanitation related cases.433 1,397 1,000 1,200 -No. of Junk/abandoned vehicle cases.445 557 300 300 -No. of landscape and land-use zoning cases.973 47 200 200 -No. of signs-handbills zoning cases.N/A 2,651 3,000 3,000 -No. of PITY (parking in the yard) cases.51 128 200 200 -No. of other code enforcement cases.1,347 641 1,000 1,000 -No. of public information contacts.1,840 3,255 3,000 4,000 -Patrol fire lanes (days per week).6 6 6 6 -No. of parking citations per year.26,790 N/A N/A 12,000 *Premise cases are nuisance issues like weeds and grass, junk vehicles, and litter. They also include zoning, sanitation and drainage ordinances. **Information no longer collected No. of cases resolved by voluntary compliance. FIRE DEPARTMENT EMERGENCY MEDICAL SERVICE Description & Budget Explanation: The Emergency Medical Service division provides emergency response to medically related emergency calls for assistance. Automatic and mutual aid agreements with neighboring entities allows more integrated EMS response to the community. EMS operations were previously accounted for by the Fire Suppression Division but is assigned a separate division in FY 00 to promote increased management capabilities of this critical service. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary N/A $1,524,073 $1,741,546 $1,894,189 Position Summary N/A 29 31 31 Program Name: Emergency Medical Services Service Level: Provide timely response, prompt patient assessment, quality treatment, and transport. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of ALS response time, which consists of dispatch to first arriving unit on scene (Response time consist of dispatch time*, turnout time, and drive time) >6 N/A 38%33%34% <6 N/A 62%67%66% <5 N/A 42%46%45% <4 N/A 23%25%24% <3 N/A 7%7%6% -Percent of time patient's condition remained the same or improved during transport.N/A 98%98%98% Output -No. of ALS/BLS responses.**N/A 969/2003 970/525 980/530 -Total no. of unit responses.N/A 4,556 4,326 4,568 -Total no. of incidents.N/A 2,495 2,550 2,554 *Dispatch time is tracked in Police Department's Communication Service Level. **Advanced life support (ALS) treatment including the administration of medications, defibrillation/cardioversion (electric shocks to the heart), intravenous (IV) fluid therapy, advanced airway management, such as incubation, and blood pressure control with MAST (military anti-shock trousers). Basic life support (BLS) treatment including CPR, splitting, bandaging, spinal immobilization, and oxygen therapy. ***These numbers cannot be separated by MIS at this time. Service Level: Coordinate training, medical direction, and support necessary to provide timely response, prompt patient assessment, quality treatment and transport. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Required/actual continuing education hours: EMT-Basic N/A 20/22 20/20 20/20 EMT-Intermediate N/A 30/22 30/30 30/30 EMT-Paramedic N/A 40/22 40/40 40/40 -Percent of EMS patient reports reviewed for completeness, protocol compliance and safety adherence.N/A 70%75%85% -No. of required/actual certifications maintained.N/A 193/227 193/227 193/227 Efficiency -Cost per internal/external training hour.N/A $7.43/$2.86 10.00/29.50 11.00/30.00 Output -No. of EMS patient reports generated by CSFD.N/A 2,975 3,000 3,000 -No. of EMS training hours.N/A 8,240 6,070 5,000 *These numbers represent the total cost including salary/benefits WATER FUND WATER OPERATIONS Description & Budget Explanation: The Water Operations Division is responsible for the supply and delivery of water. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $2,792,185 $3,526,296 $3,229,896 $3,899,945 Revenue Summary $7,966,360 $9,809,773 $9,044,500 $9,176,300 Position Summary 30.5 32.5 31 31 Program Name: Water Production Service Level: Provide and economical water supply in adequate quantities to meet or exceed demand. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Maintain avg. costs (within +/- 10% of .50/1000 gal).$0.35 $0.44 $0.44 $0.45 Efficiency -Operations and Maintenance Cost/1000 gal.$0.13 $0.38 $0.35 $0.32 Output -Maximum production capacity (MGD).18 18 20 24 -Daily avg. demand (MGD),9.15 10.75 10.5 11.03 -Maximum peak demand (MGD).17.6 20.82 21.9 22.9 -Annual system demand (Billion gallons).3.34 3.924 4 4.2 Program Name: Water Distribution Service Level: Provide a superior water system reliability through a program of distribution accountability that will ensure unaccounted water will be 10% or less annually as recommend by the American Water Works Association. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of unaccounted water (industry avg. of unaccounted water 10.1%)8.6%10.8%10.0%10.0% Efficiency -Cost per meter repair.$44 $103 $50 $55 -Cost per meter replacement.$70 $81 $100 $125 -Cost per water main leak repair.$468 $926 $525 $550 -Cost per service line repair.N/A $285 $252 $260 -Cost per water tap.$201 $225 $260 $260 -Cost per hydrant maintenance.N/A $28 $28 $28 -Cost per hydrant replacement.N/A $2,140 $2,000 $2,140 -Cost per valve maintenance.N/A $20 $20 $20 -Cost per valve repair/replacement.N/A $284 $740 $750 Output -No. of meter repairs.136 164 100 100 -No. of meter replacement.622 341 650 700 -No. of water main repairs.105 165 180 180 -No. of service line repairs.N/A 114 135 135 -No. of water taps.N/A 185 350 350 -No. of hydrants maintained.N/A 330 330 330 -No. of hydrants replaced.N/A 75 75 75 -No. of valves maintained.N/A 1000 1000 1000 -No. of valves repaired/replaced.N/A 70 50 70 WASTEWATER FUND WASTEWATER OPERATIONS Description & Budget Explanation: The Wastewater Operations Division is responsible for the collection and treatment of wastewater in the City. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $2,424,122 $2,856,228 $2,812,895 $2,971,200 Revenue Summary $6,878,576 $7,402,301 $7,135,040 $7,349,000 Position Summary 36 34 36 38 Program Name: Wastewater Treatment Service Level: Provide safe and effective wastewater treatment while maintaining compliance with all State and Federal regulations regarding wastewater treatment and OSHA safety requirements. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Maintain avg. costs (within +/- 10% of .70/1000 gal).$0.79 $0.92 $0.81 $0.85 Efficiency -Operations and maintenance costs/1000 gal.$0.46 $0.54 $0.47 $0.49 Output -Maximum treatment capacity (MGD).10 10 10 10 -Daily avg. flow (MGD).5.5 5.8 5.9 6.5 -Maximum peak flow (MGD).13.6 7.5 17.5 11.1 -Annual system flow (Billions).2 2.11 2.13 2.14 Program Name: Wastewater Collection Service Level: Provide a safe and cost effective method of collecting and transporting wastewater to insure a healthy and safe environment. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Maintain avg. costs (within +/- 10% .40/1000gal).$0.31 $0.31 $0.35 $0.35 Efficiency -Cost per collection line repair.$669 $1,130 $680 $800 -Cost per collection line TV inspection.$110 $149 $450 $450 -Cost per collection line HV cleaning.$53 $216 $200 $225 -Cost per service line repair.$224 $286 $381 $400 -Cost per man hole repair.$122 $254 $250 $260 -Cost per collection line tap.$201 $200 $275 $275 Output -No. of collection line repairs.32 20 35 35 -No. of collection line TV inspections.254 319 350 350 -No. of collection line HV cleanings.328 152 150 200 -No. of service line repairs.59 58 60 60 -No. of man hole repairs.105 14 50 50 -No. of collection line taps.412 506 500 525 PUBLIC WORKS SANITATION Description & Budget Explanation: The Sanitation Division is responsible for the collection of all municipal refuse, recycling and commercial refuse. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $3,060,941 $3,356,566 $3,711,570 $3,950,806 Revenue Summary $3,748,637 $3,953,915 $4,198,950 $4,324,500 Position Summary 31.5 32.5 34.5 35.5 Program Name: Residential Collection Service Level: Provide residential solid waste collection to College Station citizens. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of missed collection reports per week.0.12%0.23%0.15%1.00% Efficiency -No. of labor hours per ton of household garbage.0.57 1.42 1.58 1.58 -No. of labor hours per ton of bulky waste.2.74 3.2 4.86 4.86 -No. of labor hours per ton of Clean Green.2.77 5.91 6.46 6.46 -Cost per ton of household garbage.$73.20 $73.28 $77.52 $77.52 -Cost per ton of bulky waste.$124.45 $164.89 $238.32 $238.32 -Cost per ton of Clean Green.$192.96 $305.46 $316.81 $316.82 -Residential monthly rate.$10.50 $10.20 $10.70 $10.70 Output -No. of household tons collected.8,654 9,371 9,596 9,980 -No. of bulky tons collected.3,787 3,667 3,438 3,576 -No. of Clean Green tons collected.2,252 1,961 1,620 1,685 Program Name: Residential Recycling Service Level: Provide residential recycling collection to College Station citizens. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of Residential Municipal Solid Waste (MSW) diverted annually.30.00%23.60%22.00%22.00% -Participation rate.64.00%50.08%N/A N/A -Lbs. Collected per household.N/A N/A 14.5 14.5 Efficiency -Cost per ton, recycling.$265.50 $126.31 $197.55 $197.55 -Revenue per ton, recycling.$16.58 $24.67 $36.67 $36.67 -Net cost per ton, recycling (cost-revenues- avoided disposal costs).$203 $102 $137 $137 Output -No. of tons collected, recycling.925 1,129 1,064 1,107 -Avoided landfill costs.$20,350 $43,502 $25,004 $26,004 Program Name: Commercial Collection Service Level: Provide sanitation to College Station businesses and apartments. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of missed collection reports.0.040%0.076%0.025%1.000% -Percent of customers satisfied with service.97%N/A N/A N/A Efficiency -Labor-hours per ton.0.51 0.80 0.79 1.00 -Cost per ton.$52.66 $41.70 $38.60 $38.60 Output -No. of tons collected.26,730 30,951 30,634 31,860 PUBLIC WORKS DRAINAGE MAINTENANCE Description & Budget Explanation: The Drainage Maintenance Division is responsible for the care and maintenance of the drainage ways throughout the City. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $280,392 $281,716 $262,826 $351,341 Position Summary 4 5 5 5 Program Name: Drainage Maintenance Service Level: Provide a drainage maintenance program that keeps the storm carrying capacity of the system adequate in College Station. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Cost per capita per year for flood damage to structures (target not to exceed $2.00).$0 $0 $0 $0 Efficiency -Cost per mile of right way mowing.$110.00 $111.20 $115.00 $117.30 -Cost per mile of herbicide.$0.56 $0.29 $0.50 $0.51 -Cost per mile of creek cleaning.$70.25 $78.45 $80.00 $82.62 Output -No. of miles of right way mowing.431.5 428 428.7 436.5 -No. of miles of herbicide.441.5 275.5 429 437.5 -No. of miles of creek cleaned.16.6 18.29 18 18 APPROPRIATIONS – CLEAN ENVIRONMENT Greenways CIP Projects $785,000 The Greenways CIP projects are included within the approved Drainage CIP budget. Greenway projects are intended to purchase land that can be used for drainage purposes. The additional benefits are recreational space and the creation of urban natural habitats. These projects are funded through the 1998 bond authorization. Strategic Plan 2001-2002 In FY02, the City will continue its commitment to a clean living environment by proposing the addition of $30,000 to Develop an Urban Forestry Program to assist in maintaining air quality through tree maintenance and forest renewal. The Public Works Department will also contribute to the effort by developing a greenways education program to educate and guide the community on the acquisition and development of greenways. Public Works also plans to complete Phase 1 of the Wolf Pen Creek Lower trails System and begin design of Phase 2 of the project in FY02. 3.CLEAN ENVIRONMENT THAT ENHANCES AND PROTECTS THE QUALITY OF LIFE $825,000 As a result of our efforts citizens will live in a clean environment that enhances and protects the quality of life. Strategic Plan Summary: The Clean Environment Vision Statement outlines a desire to enhance the community’s aesthetic value, pursue a high level of environmental health and safety, and protect our community’s natural resources. The major strategies in the 2001 Strategic Plan Clean Environment Vision Statement are increased code enforcement in residential areas, expanded recycling programs, and the implementation of a greenways system. The strategies emphasize enhancing the quality of life within neighborhoods, preserving open space and facilitating waste reduction in our community through the inclusion of multi-family units in College Station’s recycling program. GREENWAYS CIP 95% BRAZOS BEAUTIFUL 5% Brazos Beautiful $40,000 Brazos Beautiful is an organization that focuses on a number of community enhancement efforts, including beautification and litter reduction, waste minimization and recycling and public relations and education related to these issues. The Brazos Beautiful approved budget in FY02 is $40,000. Of the Brazos Beautiful allocation, $25,000 is for a specific beautification project in College Station and $15,000 is approved for the operating budget, this is an increase of $3,000 from FY 01. Recycling The Public Works Department’s Sanitation Division provides curbside recycling and other waste diversion services, such as grass and brush clipping collection, to College Station’s residential customers. This graph illustrates the tons of residential refuse diverted from the landfill through curbside recycling and the Clean and Green program. Materials diverted from the landfill include aluminum, glass, plastic, newspaper, and yard waste. Code Enforcement College Station’s code enforcement function is performed by the Community Action Center, which is located within the Fire Prevention Division of the Fire Department. Code compliance is essential to the health and safety of the residents of College Station. Compliance with City codes also has the benefit of creating an inviting, comfortable and aesthetically pleasing environment for residents of College Station and the many visitors to our community. Strategic Plan 2001-2002 In FY01, College Station Police Department partnered with other local law enforcement agencies to implement a noise abatement program aimed at decreasing party related noise. This year, local police will continue to enforce this program by notifying the owner or manager of any property at which enforcement actions were taken. In an effort to increase proactive code enforcement City staff will examine the current ordinances and procedures to identify any areas that may need updated or revised. Waste Diverted From Landfill 0 500 1000 1500 99 00 01 Est 02 PropTons APPROPRIATIONS – CULTURAL ARTS AND RECREATION Parks and Recreation Department $6,096,461 The Parks and Recreation Department is responsible for the park facilities and recreation programs in College Station. Among the services provided are athletics, recreation and instruction programs for youth and adults in activities including softball, swimming and tennis. Also provided are programs and special events at the Wolf Pen Creek Amphitheater and other park locations throughout the City. The Parks Department operates a number of special facilities including 3 City-owned swimming pools and the CSISD Natatorium. 4. CULTURAL ARTS AND RECREATIONAL OPPORTUNITIES $15,879,474 As a result of our efforts citizens will benefit from being enriched by a range of cultural arts and recreational opportunities provided through citywide initiatives and collaborative efforts. Strategic Plan Summary: The Cultural Arts and Recreational Opportunities Vision recognizes the need for a diversity of cultural and recreational opportunities for residents and visitors to College Station; this includes an emphasis on the creation of a more intergenerational parks and recreational system. The strategies within the Vision Statement also focus on preserving and enhancing our recreational infrastructure through long-range comprehensive planning and a review of park maintenance levels, as well as an evaluation of the fee structure that provides significant revenues used for parks and recreational purposes. The Cultural Arts and Recreational Opportunities Vision outlines the importance of resident involvement and collaboration among those involved in efforts to improve parks and recreational opportunities. The Vision calls for more interaction between the Planning and Zoning Board, the Parks Advisory Board, and the College Station City Council. PUBLIC ART 1% PARKS CIP 9%ARTS COUNCIL 2%LIBRARY 5% CONF. CENTER 24% WPC TIF 21% PARKS & REC 38% The preceding graph illustrates the revenue generated by the pools and the leveling off of attendance due to facility capacity limitations. The Conference Center is operated to provide meeting space for organizations. The Lincoln Center is a community center that provides positive drug-free programming, and also serves as a satellite center for social services. The Xtra Education program provides citizens of all ages the opportunity to enhance their quality of life through continuing education. The preceding graph illustrates the number Conference Center customers from 1999 to 2002 (approved). Parks Operations maintain park facilities, including ballfields and pool sites, through regular mowing and maintenance. The Forestry Division, through horticultural and landscaping efforts, ensures that City property is maintained in an aesthetically pleasing manner. The City Cemetery is included in the property maintained by the Forestry Division. The approved budget includes 8 service level adjustments totaling $614,409. The first SLA for $25,000 is for additional replacement funding of park items in order to help meet the recently approved parks maintenance standards. One of the approved SLAs will contribute to the Administrative division’s service provision. This SLA will provide the resources to upgrade a part-time secretarial position to a fulltime position. This SLA has no effect on the budget because other line items were reduced to compensate for the upgrade of this secretarial position. The Recreation division has one Service Level Adjustment, totaling $5,000. These funds will be used to support a study conducted by the Eisenhower Leadership Foundation Program for a Senior Center Feasibility Study to address future space and facility needs. Strategic Plan 2001-2002 To ensure that College Station residents have adequate recreational opportunities in the future the Parks and Recreation Department has several projects underway in FY02. The projects include the development of Veteran's Park and Athletic Complex, implementation of parks design standards for intergenerational parks, and increased park maintenance standards. There is a approved SLA for $25,000 to continue moving toward meeting the park maintenance standards. There is also a approved SLA in the Approved FY02 budget for $200,000 to be used as incentives for developers to provide adequate neighborhood parks. There are two SLAs pertaining to the Special Facilities division, totaling $281,255. The first Service Level Adjustment provides $277,255 for the renovation of Thomas Pool. These repairs include plaster, new gutters, new decks, a main drain, removal of the baby pool, filter cleaning and some mechanical system repairs, and the cost associated with stopping current leaks. The second SLA approved provides $4,000 for the replacement of the gym floor scrubber in the Lincoln Center gym. Forestry has approved one service level adjustment, for $30,000 that will provide the funding to develop an Urban Forest Management Plan through the use of an Urban Forestry Consultant. Parks has applied for a $10,000 grant from Texas Forestry Services to help with these costs. The final SLA, $209,404 will provide funding for the operations and maintenance of Veteran’s Park. Six new employees will be used to help oversee and maintain Veteran’s Park, these employees will be in Conference Center Attendance 0 20,000 40,000 60,000 80,000 100,000 99 00 01 Est 02 Prop Pool Attendance vs. Revenue $200,000 $220,000 $240,000 $260,000 $280,000 99 00 01 02 80,000 90,000 100,000 110,000 120,000 Revenue Attendance both the Operations and Forestry divisions of the Parks department. Parks Xtra Education $78,630 The Parks Xtra Education is a joint effort of the City of College Station and the College Station Independent School District to provide community- based education programs. In FY 01 over 300 classes were offered to residents aged 13 and older. Parks Capital Projects $1,441,389 Ongoing capital improvement projects include the Lick Creek development with approved funding of $398,000, and the Regional Athletic Park development with approved funding for FY 02 at $512,000. The approved CIP budget for parkland dedication is $493,892 in FY02 and includes $4691 for Zone 1, $136,560 for Zone 3 (Wolf Pen Creek), $50,000 for Northgate Linear Park, $77,688 for Zone 5, $54,785 for Zone 6, $117,647 for Zone 7, and $27,503 for Zone 11. These projects give further indication of the strong commitment the City has towards providing a healthy and secure environment for its citizens. The Arts Council of Brazos Valley $260,400 The City of College Station provides funding to the Arts Council of Brazos Valley each year through proceeds from the Hotel/Motel Occupancy Tax Fund. The Arts Council uses these funds to offer the following programs and activities: 1) Texas Gallery and Store; 2) Art Classes at Art Space; 3) an Annual Grant Program to provide local non- profit organizations with financial support for arts- related projects; 4) Scholarships; 5) Arts Education; 6) Arts & Culture newsletter and 7) Art in Public Places. The City of College Station works with the Arts Council through the Parks and Recreation Director, who serves as the liaison to the organization. The Arts Council approved budget for FY 02 is $260,400. This includes $215,400 for operating expenses. Funding is also included to continue the art in public places program, and the arts festival in Northgate. Funds are also available for the arts center project. Public Art $150,500 $150,500 from the General Fund is included in the approved budget for representative public art in College Station. $100,000 is approved for a Wolf Sculpture and fountain for Wolf Pen Creek Park. An additional $50,000 is included for another representative piece of art. These items address the issue of increasing the amount of representative art in College Station. Library Operations $784,394 Library services are provided in College Station through an agreement with the City of Bryan Library System, allowing a branch of that library to operate in College Station. The College Station branch experienced increases in collection size, circulation and visitors in 2001. The FY 02 approved budget includes a service level adjustment of $28,000 to cover the cost of the purchase of a Library self check out unit. The graph above illustrates a steady rise in circulation since 1999. Library Capital Projects $0 The Library Services Task Force conducted a fund raising campaign in conjunction with opening the new library. A total of $291,348 was raised. Approximately $160,000 has been expensed. The remainder of the funds, $129,948, is included in the approved FY02 CIP budget for the purchase of books and miscellaneous library equipment and furniture. Convention Center $3,780,000 In the FY 02 approved CIP budget, $3,780,000 will be used for the Convention Center development. The conference center will be located on Highway 60 in East College Station. Wolf Pen Creek TIF District $3,287,700 The Wolf Pen Creek Tax Increment Finance District generates revenues that can be utilized in the Wolf Pen Creek District. The FY 02 approved budget funding is targeted for future Wolf Pen Creek projects, including Upper trails and Lower trails. The following pages in this section detail the service levels and performance measures for Library Circulation 0 100000 200000 300000 99 00 01 Est 02 Prop the operating divisions in the Cultural Arts and Recreation Vision Statement. Also included are the budget and position summaries for each of the division. PARKS AND RECREATION ADMINISTRATION Description & Budget Explanation: The Administration Division serves as a primary customer contact point, provides administrative support to other Parks and Recreation Divisions and coordinates the City's Emergency Management program. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $494,425 $544,790 $720,242 $563,139 Position Summary 8 9.5 10 9.5 *This is due to Emergency Management transferring to Fire. Program Name: Administration Service Level: Provide departmental administration, customer service, pavilion rentals, program support, and design and administration for all approved capital projects, and graphic support. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage of CIP projects completed within budget, specifications, and 90%90%90%90% allotted time. -Percentage of all drafting and graphic assistance requests completed and prompt.95%95%95%95% -Percentage satisfied on pavilion customer survey.N/A *N/A 95%95% -Percentage of satisfactory City Council cover sheets.N/A 97%95%95% -Percentage satisfied on customer survey.100%86%90%90% Efficiency -No. of work orders per person (Planning).99 122 70 70 Output -No. of work orders for assistance completed.297 212 210 210 -No. of CIP projects completed.6 11 11 11 -No. of CIP assistance projects 4 3 2 2 (Landscape design). -No. of brochures/fliers produced.130 113 115 115 -No. of pavilion rentals administered.398 355 375 400 -No. of cost centers monitored. -No. of Parks Advisory Board Meetings held.19 15 17 15 -No. of cost centers monitored.22 22 22 **21 -Dollar amount administered in rental user and deposit fees.$37,175 $32,982 **$48,750 ***$52,000 *Added to Performance Measures for FY 02 **Due to a pavilion rental fee increase for FY 01 ***Due to estimates for the fee study that is currently being conducted for FY 02 PARKS AND RECREATION RECREATION Description & Budget Explanation: The Recreation Division has several programs that are all directly related to providing recreational, leisure and educational programs and opportunities. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $1,220,613 $1,344,576 $1,307,974 $992,083 Revenue Summary $23 $355,304 $242,000 $236,000 Position Summary N/A 23 23 19.5 Program Name: Athletics Service Level: Provide athletic programs to meet the needs and desires of citizens of all ages, interest and skill levels; host high quality athletic events that will attract out-of-town visitors to our community & increase the economic prosperity of the local community through athletic events that will generate tourist dollars, assist organizations with planning and conducting athletic events that also attract tourist and generate economic growth in our community. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.99%91%95%95% Efficiency -No. of adult participants City Leagues.9,787 12,574 9,206 9,000 -No. of youth participants City Leagues.2,347 2,060 2,000 2,000 -No. of participants for hosted tournaments & serviced events.8,194 21,011 8,500 8,500 Output -Total revenue.$209,657 $192,201 $210,000 $200,000 -No. non-City league athletic events (regional, state, and national tournaments, track meets, swim meets, road races, etc.).18 22 18 22 -No. of assisted non-City league events.13 7 6 6 -No. of hotel room nights generated from non- City league athletic events hosted.5,550 8,821 10,500 10,500 -No. of hotel room nights generated from non- City league athletic events serviced/assisted.1,950 480 1,500 1,500 Program Name: Concessions Service Level: Meet the needs and desires of our customers and enhance our athletic and special events through the provision of concessions in a cost-effective manner while meeting all pertinent health regulations. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Score on Texas Dept. of Health Food Service Establishment Inspection Report.100%94%94%94% Efficiency -Percentage of expenditures covered by 100%100%100%100% revenues. Output -Total Concession Revenue.$14,276 $27,299 $20,000 $20,000 Program Name: Senior Service Level: To meet the needs and desires of the adult and senior populations in our community through continuing education programs, instructional and leisure activities that encourage positive mental, physical and social development of citizens. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage of satisfied customers on survey.99%N/A 98%98% Efficiency -Total No. of Senior Citizen Activities Offered.N/A 26 30 35 Output -Total Number of Senior Citizens Served.N/A 950 600 600 Program Name: Programs and Special Events Service Levels: Provide a variety of special events for the enjoyment of local citizens, and sponsor, co-sponsor and facilitate special events that will enhance local tourism, promote community pride, increase business revenues and increase hotel/motel sales tax revenues. Finally, provide and assist with programs that enhance the arts through encouragement, promotion, improvement, and application of the arts, including, but not limited to instrumental & vocal music, dance, drama, and other arts related, to the presentation, performance, execution and exhibition of these major art forms. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage satisfied on customer survey.N/A N/A N/A N/A Efficiency -No. of participants at WPC events.24,900 26,420 23,000 30,000 -No. of participants, non WPC events.160,730 133,037 135,000 135,000 Output -Total programs and special events revenue.N/A $11,688 $12,000 $16,000 -No. of events at WPC amphitheater.17 11 18 22 -No. of City programs offered (non WPC).N/A 5 8 8 -No. of assisted non city programs/events.N/A 0 5 5 *Since there was no traffic counter utilized during the Christmas in the Park program, any participation number used for 'drive through' traffic would be an estimate PARKS AND RECREATION SPECIAL FACILITIES Description & Budget Explanation: The Special Facilities Division operates the pools, the Conference Center, and Lincoln Center. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $1,068,604 $1,165,818 $1,336,511 $1,871,955 Revenue Summary N/A $381,836 $495,500 $528,000 Position Summary (FTEs)34 34 34.5 38.5 Program Name: Instruction Service Level: To meet the needs and desires of the youth, adult and senior populations in our community through continuing education programs, instructional and leisure activities that encourage positive mental physical and social development of citizens Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage of satisfied customers on survey.99%98%98%98% Efficiency -Total No. of Instructional Classes Offered.N/A 302 350 325 -Total No. of X-tra Ed. Classes Offered.N/A 362 300 300 Output -Revenues from Instructional activities (excl. Xtra Ed.).95154 $107,701 $85,000 $108,000 -Total number of Instructional participants.3,987 2,912 3,000 3,000 -Total number of Xtra Ed Participants.2,447 2,781 2,000 2,000 Program Name: Aquatics Service Level: Provide public operation of three city-owned pools and one school-owned pool that are clean, safe and attractive. Performance Measure:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.99%99%98%98% Efficiency -Percentage of expenditures covered by revenues.41%43%39%40% -Average cost per day of operation.$1,701 $1,874 N/A N/A -Average cost per participant.$5.54 $5.25 $5.66 $5.70 Output -Revenue.$223,772 $257,054 $255,000 $258,000 -No. of customers.98,958 114,319 99,500 117,000 -Days 1 or more pools are open.322 320 322 320 *Discontinued due to seasonal sensitivity of measure Program Name: Conference Center Service Level: Provide satisfactory meeting accommodations for local citizens and out-of-town clients. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage satisfied on customer survey.100%98%98%98% Efficiency -Percentage of expenditures covered 46%55%47% by revenues.52%46%55%47% -Average No. of customers based on 360 days of operation.237 243 236 236 Output -Revenue.$123,967 $124,072 $104,000 $104,000 -No. of customers.85,240 87,372 85,000 85,000 -No. of days with customers.N/A 354 354 354 Program Name: Lincoln Center Service Level: Provide positive, drug-free programming at recreation centers. Provide clean, safe, attractive facilities for outside agencies to use as satellite service centers for social services. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage satisfied on customer survey.N/A 98%98%98% Efficiency -Cost per participant.$3.66 $6.92 $4.27 $7.00 Output -Revenue.$8,854 $13,649 $7,500 $14,000 -No. of customers.353 357 353 357 -No. of participants.51,947 49,071 52,000 52,000 FTE=Seasonal temp $ 1850 avg. hourly rate (13.76)+full-time staff Program Name: Youth Services Service Level: Utilizing city-owned and operated teen centers, park facilities and resources, as well as school and privately owned facilities and resources, provide and make easily accessible programs and activities for College Station's youth population that will create positive mental, physical and social youth development. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage satisfied on customer survey.N/A 94%100%94% Efficiency -No. of Teen Center members.N/A 98 150 150 -No. of youths served through leisure/rec. activities.2,732 14,967 15,000 15,000 -No. of youths served through educational activities.2,080 2,252 2,000 2,000 Output -No. of leisure/rec. activities provided.126 369 350 350 -No. of educational programs provided.36 141 100 100 -Revenue generated through fees to participants.$4,070 $10,499 $8,000 $8,000 -No. of days Teen Center open.145 299 272 272 FTE=Seasonal temp $ 1850 avg. hourly rate (13.76)+ full time staff PARKS AND RECREATION OPERATIONS Description & Budget Explanation: The Operations Division is responsible for grounds maintenance and upkeep of Parks and Recreation facilities. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $1,194,997 $1,377,328 $1,481,361 $1,774,368 Position Summary 31 31 31 35 Program Name: Parks Operations Service Level:Provide a clean, safe and well-maintained leisure facilities and provide support for recreation programs and special events. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.95%90%90%90% -Percent of park maintenance standards met.N/A N/A 86.0%87.0% Efficiency -No. of acres per full-time employee.15.2 15.6 15.6 18.2 -Cost per regularly maintained acre.$2,764 $3,328 $3,364 $2,971 Output -No. of acres regularly maintained.432.4 432.4 436.8 509.3 -No. of pavilions regularly maintained.5 5 5 7 -No. of play courts regularly maintained.29.5 29.5 30.5 32.5 -No. of athletic fields regularly maintained.31 31 31 37 -No. of park lights regularly maintained.725 705 727 901 -No. of parks mowed and trimmed.29 30 31 33 -No. play units inspected and maintained.35 36 42 44 PARKS AND RECREATION FORESTRY Description & Budget Explanation: The Forestry Division is responsible for the maintenance of the Wolf Pen Creek Amphitheater, the College Station Cemetery, and the maintenance of municipal trees and landscaped areas. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $619,790 $672,250 $748,996 $894,916 Position Summary 12.5 12.5 12.5 14.5 Program Name: Wolf Pen Creek Service Level: Provide safe, well maintained special use facilities. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.95%95%95%95% Efficiency -Cost per acre (annually).$3,765 $3,321 $3,855 $4,502 Output -No. of sq. ft. of turf area maintained.487,781 487,781 496,781 496,000 -No. of sq. ft. of landscaped bed areas maintained.26,000 26,000 20,000 20,000 -No. of acres on special-use facility park.21 21 21 21 Program Name: Cemetery Service Level: Provide grounds maintenance and customer service for municipal cemetery. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.39%42%50%50% Efficiency -Dollar cost per acre.$6,989 $7,243 $7,414 $7,478 Output -Avg. number of spaces sold annually.112 158 120 112 -Revenue generated from sold spaces.*$43,900 $62,300 $48,000 $44,800 -Avg. number of burials per year.94 84 90 94 -Acres of cemetery care.18.5 18.5 18.5 18.5 *All funds go to the Cemetery Endowment Fund. Program Name: Forestry Service Level: Provide landscape and grounds maintenance operations, and provide support for special events, programs and activities. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey.95%95%95%95% -No. of checks per year on irrigation systems (65 systems FY 99, 60 systems FY 00).**60/780**102 out of 720 200 out of 720 447 out of 744 Efficiency -No. of sq. ft. of beds maintained per labor hour.N/A 50.75 N/A N/A -No. of labor hours per irrigation system.N/A 43 N/A N/A Output -No. of labor-hours on municipal tree care.1,632 1,911 2,300 2,800 -No. of labor-hours on horticultural maintenance.2,223 3,015 2,500 2,300 -No. of labor-hours on irrigation system. checks, repairs, and improvements.3,621 2,593 2,500 2,700 -No. of labor-hours on special events.2,791 3,275 3,500 3,000 -*No. of landscape sites maintained through private contracts.N/A 9 10 20 **The Forestry Activity Center goal is to perform monthly system checks on 60 systems. There are an additional 9 systems under landscape maintenance contracts that the Activity Center may have to respond from time to time. *New for FY 02 CULTURAL ARTS ARTS COUNCIL OF BRAZOS VALLEY Description & Budget Explanation: The Arts Council of Brazos Valley conducts a continuing program of development, introduction presentation, encouragement, and promotion of the arts in College Station by increasing the availability, performance, execution and exhibition of all major art forms. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved College Station Budget Summary $209,029 $235,400 $255,400 $260,400 Program Name: Annual Grant, Mini Grant and Scholarship Programs Service Level:To provide funding for arts related activities or non-profit organizations and individuals. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -No. of organizations completing Grant evaluations.30 25 25 25 -No. of people served by Arts Council of Brazos Valley.115,000 150,000 147,000 147,000 -Increase in the number of scholarship requests.100%100%100%100% -Percent increase in funding.20%25%20%20% -Increase in C. Monroe scholarship.$1,000 $2,000 $1,000 $1,000 -College Fine Arts scholarships.$2,500 $2,500 $2,500 $2,500 Efficiency -Percent of requests funded by Annual Grant Program.100%95%100%100% -Amount of funds provided by Mini Grant Program.$3,000 $3,000 $1,000 $1,000 -Amount of funds remaining.$0 $3,000 N/A N/A -Percent of requests funded by College Fine Arts Scholarship.100%100%100%100% Output -No. of Carolyn Munroe Scholarships.0 1 1 1 -No. of College Fine Arts scholarships.3 4 4 4 -20 25 23 23 -Amount in Annual Grants.$100,000 $145,000 $105,000 $105,000 -No. of Mini Grants approved.10 5 5 5 No. of organizations receiving Annual Grants. Program Name: Programs (Local Color Gallery and Art classes) Service Level:To provide educational, entertainment and exhibition programs and services in the visual and performing arts to the community. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Annual percentage increase in values.20%20%20%20% -No. of areas of service, procedures and quality rated HIGH.N/A N/A N/A N/A Efficiency -Avg. sales per artist.$500 $150 $600 $600 -No. of visitors per day.50 25 50 50 Output -No. of Gallery visitors.7,300 2,000 7,000 7,000 -Amount in Local Color sales.$45,000 $12,000 $95,400 $95,400 Program Name: Administrative and Information Services Service Level: To provide information, administrative support, coordination and assistance to groups, organizations and individuals. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Annual percent increase of information requests.10%N/A 20%20% -Monthly circulation of artiFACTS.$22,000 $35,000 $16,500 $16,500 Efficiency -No. of daily phone calls requesting information about programs and services.75 75 100 100 -No. of artiFACTS newsletters.249,000 200,000 198,000 198,000 -Cost per newsletter.$0.04 $0.04 $0.04 $0.04 -Amount of staff time needed to complete calendar.8 hrs/week 8 hrs/week 8 hrs/week 8 hrs/week -No. of activities on monthly calendar.40 45 50 50 -No. of local and area media carriers receiving calendars.60 60 60 60 -No. of Art Spots aired daily on KAMU-FM reaching approximately 25,000 per airing.5 5 5 5 Output -No. of telephone requests for information.21,000 20,000 20,000 20,000 -No. of newsletters.11 12 12 12 -No. of newsletters in circulation.20,000 20,000 16,500 16,500 -No. of artFAX sent to hotels and motels.50 100 50 50 -No. of hotels and motels.21 35 23 23 -No. of calendars.12 12 12 12 -No. of activities promoted on calendars.420 600 480 480 -No. of Art Spots recorded.240 300 260 260 -No. of group promotional spots.22 50 28 28 -No. of tickets sold.7500 10,000 8,000 8,000 -No. of organizations represented.8 29 29 8 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES LIBRARY SERVICES Description & Budget Explanation: The Library is responsible for library services in Brazos County. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $611,709 $600,778 $720,552 $784,394 Position Summary 0 0 0 0 *The Library is operated through a contract with the City of Bryan, all Library staff are employed by the City of Bryan. Program Name: Library Services Service Level: Provide a helpful, friendly, customer oriented library service to Brazos County residents. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfaction level of high or very high on citizen survey.88%88%80%85% -Collection Turnover Rate.4.2 4.2 4.6 4.4 Efficiency -Collection per staff.3,919 3,919 4,769 5,000 -Library cost per capita.$9.51 $9.51 $10.75 $11.35 -Circulation per capita.3.6 3.6 4.03 4.18 Output -Circulation.228,536 228,536 270,000 280,000 -Collection size.54,861 54,861 62,000 65,000 -Reference transactions.10,807 10,807 10,700 10,800 -Number of Library visitors.100,165 100,165 96,000 100,000 APPROPRIATIONS – COMMUNITY WELL-BEING The City’s Role in Community Well-being An effective and responsive City government plays a key role in ensuring the well-being of the community. The City of College Station impacts the well-being of the community as a service provider and as a forum for the residents of College Station to shape their community according to the highest and best public interest. The City’s provision of information to the residents of College Station creates awareness about City services and encourages citizen input on the policies pursued by their elected officials and the staff that advise them. Among the forums for residents to shape College Station are boards and committees. In addition, the strategic plan highlights the importance of resident involvement at the neighborhood level. The City can encourage this involvement through assisting in the formation of neighborhood groups and facilitating two-way communication between neighborhood groups and the City. Residents that participate in their community and their City government have a better understanding of what the needs of the community are and can more effectively contribute to the well-being of the community. To this end, the City utilizes a Community Programs Division. This includes the Volunteer Program, which is designed to facilitate and promote the use of volunteers in the City organization. The Community Programs Division also holds the Citizen’s University Program, which informs and educates citizens about local government. Public Communications and Marketing $208,670 Public Communications and Marketing is a division of the General Government Division that provides timely, factual, and understandable information to College Station residents, both directly and through the news media. The following pages in this section detail the service levels and performance measures for the division in the Participate and Contribute to the Well-being of Our Community Vision Statement. Also included is a budget and position summary. 5.PARTICIPATE AND CONTRIBUTE TO THE WELL-BEING OF OUR COMMUNITY $208,670 As a result of our efforts citizens will benefit from participating and contributing to the well-being of our community. Strategic Plan Summary: The well-being of our community depends on informed and involved residents. The strategies within this vision statement focus on providing residents with both information and opportunities to provide feedback and participate in their City government. They include assisting in the formation of neighborhood associations and improving citizen’s access to information about their government. These strategies will be carried out through neighborhood planning efforts, the Public Communications and Marketing Department, and the Community Programs Office. PUBLIC COMMUNICATIONS/ MARKETING 100% GENERAL GOVERNMENT PUBLIC COMMUNICATIONS & MARKETING Description & Budget Explanation: The Public Communications & Marketing Division is responsible for providing information to the public and the media in a timely and accurate way and for providing assistance to departments on developing marketing strategies and campaigns. Additionally, this division is responsible for supporting and assisting with community relations events and activities. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $174,089 $158,525 $184,493 $208,670 Position Summary 2 2 2 2 Program Name: Public Information Function Service Level: Provide factual, timely, and understandable information to College Station households and the local news media Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on household survey.75%74%80%80% -Percent of media satisfied on survey.N/A 94%90%95% Efficiency -Avg. cost of providing public information per message.$0.31 $0.270 $0.380 $0.400 Output -Total number of messages sent.5,869,906 7,380,612 7,400,000 7,000,000 Program Name: Marketing/Advertising/Special Events Function Service Level: Provide marketing, advertising, and special event support to all departments as requested Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent satisfied on departmental support survey.65%N/A 75%75% Efficiency -Avg. number of persons attending special events.204 135 150 200 Outputs -No. of marketing/advertising projects annually.43 50 50 52 -No. of special events annually.24 34 45 45 -No. of persons attending annually.4,900 4,310 4,000 5,500 APPROPRIATIONS – EASILY TRAVEL TO, WITHIN AND FROM THE COMMUNITY Streets Division $2,328,429 The Street Division is in the Department of Public Works and strives to ensure that the street system within the City of College Station is properly maintained. This is done through a number of programs including a street rehabilitation program to address the needs of streets before more expensive reconstruction measures are needed. The Streets Division coordinates with the Engineering Division to plan and develop major street capital projects that involve rebuilding roadways that need upgrades. The Street Division also provides routine pothole patching and other maintenance services. The effectiveness of this service is measured by determining whether 95% of the streets in the City have a grade of “C” or better, using the Pavement Management System. In addition, the recently completed citizen survey indicated that the overall level of satisfaction with the streets in College Station is 70.8%. The FY02 approved budget includes four service level adjustments for $371,497. The first approved SLA, $20,000 for street markings will carry out the plans for year two to increase funding for pavement markings over a five-year period. This item is included in the strategic plan. The following three Street SLAs will provide additional General Fund resources for Street Maintenance activities as a result of moving Drainage Operations to the Drainage Utility Fund. 6. EASILY TRAVEL TO, WITHIN & FROM THE COMMUNITY $14,827,872 As a result of our efforts citizens will benefit from easily traveling to, within, and from the community. The City of College Station maintains all non-state roadways within the City. This includes maintenance of City streets and traffic signals to ensure that they move traffic in a safe and efficient manner. In addition, College Station has a sidewalk and bike loop system. The 2001 Citizen Survey results indicate that 47% of College Station residents believe that transportation and mobility issues, such as traffic, roads, public transportation, pedestrian and bicycle infrastructure, and public parking, are the most important issues facing the community. In recognition of this concern, and in an effort to plan for a continued growth, the strategies in this vision statement are directed at conducting an intensive review of the City’s Thoroughfare Plan, examining roadway standards, and improving the “Pedestrian Friendliness” level of travel routes. An additional strategy focuses on enhancing the public transit system to better serve the needs of College Station’s senior population. STREET EXT. CIP 8% TRAFFIC/ SIGNALS 11% SIDEWALKS/ TRAILS CIP 2% TRAFFIC CIP 11% STREETS 39% STREET REHAB CIP 28% A SLA for three additional personnel and a crew truck ($115,755) is approved to increase the number of street repair orders. Another $150,000 is approved for both pot-hole truck and operator. $75,742 is approved to expand Seal Coat operations. The graph above illustrates growth in the number of lane miles within the City and the street maintenance expenditures. Strategic Plan 2001-2002 As a major concern of the citizens of College Station, transportation related issues are an integral part of the 2001 Strategic Plan. An Interim Capital Improvement Program to address street and transportation needs in College Station is being considered. Street Rehab. Capital Projects $1,651,325 In FY02, $446,000 is approved in the CIP budget to complete improvements to Tarrow Street South. The total budget for this project is $464,000. The FY02 approved CIP budget provides $789,250 for First and Maple rehabilitation and $82,075 for Northgate Street rehabilitation. In addition, $780,000 is approved for street rehabilitation. In FY02, already underway and to be completed are improvements to Tarrow Street South. The total budget for this project is $464,000. Street Extension CIP $9.388,000 In FY 02, $497,000 is approved for the third year of Victoria oversized participation. Oversize street participation is used when the City requires the construction of a street larger than needed to serve the area a developer plans to develop. The developer pays for the cost of the streets used to serve the subdivision while the City pays the additional cost of the street used by a larger area or the City as a whole. Already underway, phase II of the Jones-Butler extension from Holleman to Harvey Mitchell Parkway, Longmire Phase I and II, the widening of George Bush East, and construction of Barron right of way. Additionally, four transportation related projects were approved for FY 02. These projects include $4,369,000 for widening Greens Prairie Road, $3,600,000 to continue extending Dartmouth, $247,000 for design associated with widening University Drive, and $675,000 to design the Barron Road Overpass. These transportation projects were approved a part of the Interim CIP or group of capital improvement projects not included in the 5 year CIP program but identified as high priority. An ad valorem tax increase of 3 cents per $100 valuation was necessary to incur the debt to cover to cost of these high priority projects. Street TxDOT Capital Projects $0 The FY02 CIP budget includes $350,000, already funded, to construct medians on George Bush Drive. The project will be managed by the Texas Department of Transportation. 2001 Operational Improvements In FY01, the Traffic Signals division implemented a recycling program of signal cabinet replacements, which has saved approximately $20,000. They have also installed video detection units at several intersections, saving time and money, while utilizing technology. Traffic Signs & Signals $635,868 The traffic signal system in College Station is one of the key mechanisms that controls traffic flow through the City. The system is critical during peak traffic times, such as during the A&M football season. The Traffic Signal Division is responsible for maintaining and repairing traffic signals and school warning devices in order to provide safe and efficient movement of vehicles and pedestrians . One service level adjustment is approved for the FY02 budget $6,000 is approved for routine maintenance on the department’s aerial device (Bucket Truck), as recommended by the manufacturer. Traffic Capital Projects $720,000 In FY 02, the approved capital budget provides $538,000 for traffic signal enhancements. Improvements considered include new signal Streets Maintenance Budget vs. Lane Miles Maintained 650 700 750 98 99 00 01Miles Maintained0 1000 2000 3000 Budget (thousands)Miles Maintained Budget (thousands) installations, implementation of intelligent transportation systems, school warning devices, system upgrades, communication enhancements, development driven signal issues and traffic engineering. $182,000 is approved for traffic management improvement at intersections. Strategic Plan 2001-2002 The Bikeway loop expansion project, which develops a multi-modal facility that connects East By-Pass neighborhoods with the bike loop project, received a TEA Grant of $1,000,000. This project is designed to allow more access to the bike loop constructed in 2001. Sidewalks & Trails Capital Projects $104,250 The City of College Station is committed to ensuring that there is adequate infrastructure for pedestrians and bicyclists. The City has an adopted sidewalk and bike loop plan. In FY 02, $75,000 for neighborhoods CIP and $29,250 for J&D Miller Park sidewalks are approved for neighborhood improvement projects. The following pages in this section detail the service levels and performance measures for the operating divisions in the Easily Travel To, Within, and From the Community Vision Statement. Also included are the budget and position summaries for each of the divisions. PUBLIC WORKS STREET MAINTENANCE Description & Budget Explanation: This Division is responsible for the repair and maintenance of City streets and the annual residential street rehabilitation program. The Streets Maintenance Division also provides barricades for special events such as bonfire, football games, parades, etc. and emergencies such as flooding, fires, ice storms and hazardous materials spills. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $1,713,916 $1,650,842 $2,169,701 $2,328,429 Position Summary 19 19 19 23 Program Name: Street Maintenance Service Level: Provide regular maintenance and care of city streets. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of pavement greater than or equal to level "C"95%95%95%95% (random sample of pavement inventory) -Percent of citizens satisfied with street condition.95%95%95%95% Efficiency -Cost per capita.$23.26 $28.00 $28.00 $28.50 -Cost per lane mile of sealcoat.$5,826 $7,455 $7,500 $7,650 -Cost per mile of overlay.$21,775 $26,980 $26,980 $26,980 Output -No. of street repair work orders.480 543 550 575 -No. of lane miles of street sealcoated.23.26 21 21 21 -No. of lane miles of street overlay.23.22 21 21 21 *Sealcoating occurs during warmer and dryer parts of the year. **Overlay occurs during warmer and dryer parts of the year. PUBLIC WORKS TRAFFIC SIGNS AND MARKINGS Description & Budget Explanation: This division is responsible for the installation and maintenance of traffic signs and pavement markings. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $162,326 $198,014 $138,129 $161,885 Position Summary 2 2 3 2 Program Name: Traffic Signs and Markings Service Level: Maintain, repair, and install street signs and pavement markings to provide safe and efficient movement of motorists, bicyclist, and pedestrian. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Missing stop sign replacement time.2 hrs 2 hrs 2 hrs 2 hrs -Replacement time for all other regulatory signs.48 hrs 48 hrs 48 hrs 48 hrs Efficiency -Cost per work order.116 $155 $165 $175 -No. of work orders per employee.682 646.5 650 450 Output -No. of work orders per year.982 1293 1300 1350 -No. of stop signs replaced.382 273 200 200 PUBLIC WORKS TRAFFIC SIGNALS Description & Budget Explanation: The Traffic Division is responsible for the repair and maintenance of traffic signals. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $349,424 $412,427 $438,203 $473,983 Position Summary 4 4 5 5 Program Name: Traffic Signals Service Level: Maintain and repair traffic signals and school warning devices to provide safe and efficient movement of vehicles and pedestrians. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percentage of system available.100%100%100%100% Efficiency -Cost per work order.$140 $218 $240 $250 -Cost per intersection.$1,935 $2,026 $2,300 $2,500 -Total system downtime per year.4 hrs 2 hrs 1 hr 0 hr -Response time to after-hours calls.1 hr 1 hr 1 hr 1 hr Output -No. of maintenance and repair work orders.912 1,715 1,750 1,750 -No. of signal bulbs replaced.1,500 1,441 1,500 1,500 -No. of signal heads replaced & repaired.23 9 10 10 -No. of operation hours per year.423,360 584,000 584,000 584,000 APPROPRIATIONS – STRONG AND DIVERSE ECONOMIC ENVIRONMENT Economic Development $303,646 The Economic Development Department is responsible for coordinating economic development activities in College Station. The department director serves as the staff liaison to the Economic Development Corporation. The Economic Development FY02 approved operating budget is $303,646. The approved budget includes three service level adjustments. An SLA for $25,000 is approved to produce and market a Business Park Brochure. A second SLA is approved in the amount of $1,500 to cover the costs associated with operating a booth at the Brazos Valley Technical Expo. The third SLA for $10,085 is approved to fund a part-time temporary position to assist the Economic Development staff with administrative activities. Strategic Plan 2001-2002 In FY02, the Economic Development Department will work to enhance College Station's tourism economy by developing a Hotel Conference Center and working with the Convention and Visitor's Bureau on a marketing plan for the new facility. It is estimated that $900,000 will be available to provide economic development incentives to encourage targeted economic activities in College Station through the Economic Development Fund in FY02. Economic Development $246,951 Corporation The Economic Development Corporation is a joint agency funded by the Cities of Bryan, College 7.STRONG AND DIVERSE ECONOMIC ENVIRONMENT $46,450,528 As a result of our efforts citizens will contribute to and benefit from living in a strong and diverse economic environment. Strategic Plan Summary: The Strong and Diverse Economic Environment Vision outlined in the 2001 Strategic Plan envisions the fulfillment of several strategies. Successful implementation of the strategies in this vision statement will create economic development that is compatible with College Station’s culture, protect property values, encourage tourism, foster a strong retail sector, and diversify the City’s economy through development of business parks. These strategies are focused on fostering an economic environment that provides employment opportunities for the residents of College Station, expands the sales tax base, and maintains a reasonable cost of living. CVB 1% PARKING CIP 1%PARKING 2% ECON. DEV. 1% ELECTRIC CIP 12% COMM. DEV. 1% EDC 1% BUSINESS PARK CIP 1% ELECTRIC 80% Station, and Brazos County. The EDC promotes the Brazos County region to economic development prospects. The City of College Station will fund the EDC at a level of $246,167 in FY02. One of the key activities that will be funded through this contribution is Information Technology marketing and recruitment. Strategic Plan 2001-2002 One of the strategies identified in the Strong and Diverse Economic Environment Vision Statement is to maintain grow the city's sales tax base. The Economic Development Department will address this in FY02 by conducting marketing activities designed to proactively recruit retail and commercial businesses. Business Park CIP $275,000 In FY02, the approved CIP budget includes $225,000 for the new Class A Business Park. Strategic Plan 2001-2002 The Strong and Diverse Economic Environment Vision Statement in the 2002 Strategic Plan identifies the continuing development of two new business parks as implementation plans to promote economic development that promotes opportunities for College Station residents through the diversification of the City’s economy. Parking Enterprise Fund $1,003,546 The approved parking operating budget in FY02 is $1,003,546. This includes $172,052 for the operation of the Northgate parking garage and lot. This also includes one approved SLA for $12,000 for the 2nd Street Plaza clean-up program. Parking Enterprise Fund CIP $375,000 The FY02 approved parking CIP budget is $375,000. These funds are approved for the development of the 2nd Street Promenade. Community Development $584,341 The Community Development Department helps provide low-cost housing and other public assistance through community development block grant funds from the federal government. These funds are used to assist low to moderate income residents of College Station. Assistance is provided through housing services, public agency funding, public facility improvements, and economic development activities. Community Development grants for FY 02 include $1,227,000 in CDBG funds; $598,000 in HOME funds; and $20,000 in program income. $198,127 has also been appropriated from the Cedar Creek Project. The approved Community Development Department operating budget for FY02 is $584,381. This includes one service level adjustment for $1,750 to provide a new facsimile machine for their office. Electric Division $37,383,044 The Electric Division is responsible for providing cost efficient and reliable electric service to the citizens, businesses, and institutions in College Station. Electric service is critical to the ability to encourage new employment and prosperity in the City. The approved FY 02 Electric Division budget is $37,383,044. Of this, $31,500,000 is for purchased power. The approved electric operating budget includes eight service level adjustments totaling $608,674. $113,223 will be used for laptops for electric system maps and AS400 live communications. $31,636 is approved for a safety and training program in the Public Utilities Department. This program is anticipated to result in some savings as costs for sending employees to training sessions outside the City will be reduced. $25,380 is approved for a minivan for use by the Energy Department. A SLA for $53,435 will be used to provide replacement test equipment to be utilized by the electric division substation. A SLA for $25,000 will provide the resources for a communications recording system. This communication recording system will maintain accurate records of all incoming and outgoing communications of the 24/7 Utility Dispatch Operations Center. $60,000 is approved to continue outsourcing GIS easement creation. This will be the third year of a three-year process. Another $200,000 will be used to implement the Electric Strategic Plan. These funds will be used for a Modified Image Building and Customer Education Program, Marketing Program Phase I. The final SLA provides $100,000 for the development and implementation phase of the Strategic Plan for the Electric Division. Electric Capital Projects $5,419,000 The first electric capital improvement project provides $1,400,000 to provide new service and system extensions needed to adequately serve customers as growth continues to occur in College Station. Another $1,493,000 will be used for overhead system improvements. $847,000 is approved for substation distribution. The FY02 approved CIP budget recommends $526,000 for thoroughfare lighting and $185,000 for residential lighting. Convention and Visitors Bureau $668,000 The Bryan-College Station Convention and Visitors Bureau works to foster the Bryan-College Station regional tourism economy. The approved budget for FY 02 is $668,000. $577,000 is approved for the base budget, $61,000 for management software, and $30,000 for building improvements and repairs. The CVB is funded from the Hotel/Motel Fund. Brazos Valley Sports Foundation $192,000 The approved budget for the Brazos Valley Sports Foundation is $192,000. For FY 02, $10,000 will be used for the Fall Classic Special Olympics and $12,000 is approved for the Texas Police Games. $20,000 is approved for the Holiday on the Brazos Program. The Brazos Valley Sports Foundation was created to put a focus on marketing sporting events in the Bryan/College Station area. The Sports Foundation is funded from the Hotel/Motel Fund. The following pages in this section detail the service levels and performance measures for the operating divisions in the Strong and Diverse Economic Environment Vision Statement. Also included are the budget and position summaries for each of the divisions. GENERAL GOVERNMENT ECONOMIC DEVELOPMENT Description & Budget Explanation: The Economic Development Division is responsible for coordinating the efforts to promote economic development and redevelopment activities in College Station. Economic development has been one of the key City Council issues in recent years. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $161,616 $226,719 $281,723 $303,646 Position Summary 2 2 2.5 2.5 Service Level: Provide for economic development efforts to retain and attract businesses in and to College Station Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of City Council Strategic Issue objectives and milestones met within action plan time frames.N/A 91%88%90% -Percent of Council and Boards agenda items completed within specified deadlines.N/A 95%95%90% Efficiency -Percent of information packets sent within 48 hours of request.N/A 100%100%95% -Percent of annual Economic Development Agreements processed and forwarded to City Council.100%100%100%75% Output -No. of strategic issues milestones.N/A 18 24 N/A -No. of Council and Board items.N/A 67 45 35 -No. of jobs created or retained through City economic development efforts (tourism/retail/com/special dev only).N/A 232 150 100 -Net increase in capital investment (from new tourism/retail/ com/special dev only)N/A $30,750,000 $8,000,000 $60,000,000 -Net increase in future sales, hotel/motel tax,N/A $296,200 total $532,500 $400,000 property tax revenues (tourism/com/N/A ($154,00 sales sales/HM tax H/M tax; special dev only).N/A tax; $142,200 $34,300 $257,580 prop tax)property tax property tax -No. of capital projects managed N/A 4 4 3 Program Name: Economic Development- Retention, Attraction & Redevelopment -No. of economic development prospects (all categories).N/A 29 17 15 -No. of economic development projects secured (retail/com/tourism/special).N/A 3 2 2 -No. of commercial and retail packets sent to prospects.N/A 39 35 40 Service Level:Provide for economic revitalization and redevelopment in targeted areas within College Station Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of citizens satisfied with redevelopment efforts in older areas of College Station.75%N/A N/A N/A -Percent of City Council Strategic Issue objectives and milestones met within action plan time frames.N/A 100%100%90% -Percent of Council and Boards agenda items completed within specified deadlines.N/A 100%100%90% Output -No. of eco. redevelopment prospects.N/A 8 5 3 Service Level: Manage and coordinate development/recruitment within the Business Center. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Phase III Development Cost/Acre.N/A $26,667 N/A N/A GENERAL GOVERNMENT COMMUNITY DEVELOPMENT Description & Budget Explanation: Community Development is responsible for providing low cost housing and public assistance through community development block grant funds from the federal government. Programs include housing rehabilitation; improvement to blighted areas, public agency assistance and general oversight. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $431,350 $505,871 $517,981 $584,341 Position Summary 8.5 6 8.5 8.5 Program Name: Revitalization of Eligible Areas and Properties Service Level:Provide various technical and financial assistance to promote the revitalization of eligible areas and properties throughout the City. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of participating project properties tax valuation maintained or increased.100%100%100%100% Efficiency Cost per facade improvement project.$107,660 $38,070 $200,000 $200,000 Output -Projects identified and funded for parks, streets, water, sewage, and infrastructure needs.5 4 4 4 -Commercial facade renovations completed.1 2 0 1 Program Name: Public Services Service Level:Provide a variety of health and public services to low income residents through the funding of non-profit organizations. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of public agencies funded that deliver services within the terms and conditions their contract with the City.97%100%100%100% Efficiency -Agencies/contracts monitored per staff.19 8 8 8 -On-site monitoring visits.18 16 32 32 -Reimbursement requests reviewed.25 28 32 32 Output -Agencies/contracts completed in compliance with policies.8 8 8 8 Program Name: Housing Assistance Programs Service Level:Assist low and moderate income residents with the purchase, rehabilitation, replacement, or construction of residential property and to improve and increase the existing housing inventory within the city. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Applications received.*N/A N/A 12 20 -Applications eligible for rehab program N/A N/A 3 2 -Applications eligible for ORP programs N/A N/A 6 8 -Downpayment assistance applications received.**N/A N/A 65 45 Efficiency -Rehab program, Cost per unit.$12,501 $1,473 $24,030 $25,000 -ORP program, Cost per unit.N/A $0*$54,504 $50,000 -Demolition Program, cost per unit (resulting from ORP projects or stand-alone demo’s).$2,875 $1,921 $3,530 $7,500 -Down payment assistance program, Cost per unit. $8,271 $7,202 $7,500 $7,500 -New construction $70,642 $0 $70,000 $70,000 Lot acquisition, cost per unit N/A N/A $12,500 $12,500 Output -Units rehabilitated.2 *2 5 2 -Units replaced (ORP).N/A *0 9 10 -Dilapidated structures demolished.2 97 9 12 -Applicants receiving homebuyer (DAP) assistance.N/A 18 12 24 -Applicants receiving homebuyer and/or credit counseling.N/A **110 300 150 -New construction units developed.6 ***2 0 4 *Applicant will first be considered for a rehab. If the project is not feasible as a Rehab., it will be considered for the ORP. **Applicants not eligible or able to purchase received counseling and/or referral assistance. ELECTRIC FUNDS OPERATIONS Description & Budget Explanation: The Operations Division is responsible for the warehousing of supplies used in City operations, and the purchase and distribution of electric power to the customers of the electric utility. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $22,087,079 $27,343,156 $36,249,070 $37,383,044 Revenue Summary $34,796,393 $38,818,278 $44,853,635 $44,924,100 Position Summary 42.5 54.5 59.5 59.5 Program Name: Warehouse Service Level: Provide an efficient warehousing operation for the City of College Station, crew support for utility operations, and maintains the Utility Service Center grounds and building. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Provide immediate delivery of all water, wastewater & electrical materials 100%100%100%100% -Provide daily delivery of small office supply orders to all departments.100%100%100%100% -Provide weekly delivery of large orders (I.e. cases of paper) same day delivery upon request.100%100%100%100% -Complete crew requests within 48 hours.100%100%100%100% Efficiency -Annual inventory count: value over $3,136 $5,362 $22,000 $22,000 value short $4,335 $5,780 $22,000 $22,000 -Annual inventory count: percent over 0.22%0.29%1.00%1.00% percent short 0.30%0.32%1.00%1.00% -No. of inventory items.1605 1439 1480 1500 Output -Dollar value of materials received.$1,599,193 $2,208,489 $2,200,000 $2,200,000 -Dollar value of materials issued.$1,374,055 $19,133,514 $2,200,000 $2,200,000 -No. of customers per day.80-100 25-35 80-100 80-100 Program Name: Electrical Division Service Level: Provide reliable electric service to the citizens of College Station. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Avg. customer outage duration for the previous 12 months (SAIDI).85 mins 50 mins 55 mins 52 mins -Avg. number of outages per customer per year (SAIFI).1.4 1.07 1.35 1.21 Efficiency -System losses.4.2%4.6%3.1%3.8% Output -Total outage minutes in a 12 month period (This is a rolling 12 month average).2,158,833 1,191,972 1,410,435 1,301,233 -Number of new service completed.N/A N/A 640 660 -Number of electric revenue meters tested (Residential, Commercial and Apts.).3508 4911 4900 4900 Service Level: To provide reasonably priced electric power to the citizens of College Station. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Monthly wholesale power billing avg.$1,998,598 $2,709,663 $2,916,667 Output -Avg. monthly amount of power purchased.60,353,499 N/A N/A Service Level:To provide education and incentives to increase existing and new home efficiencies in College Station. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Number of certified Good Cents homes and high efficiency air conditioner replacements for fiscal year.$182 $348 $267 $365 ECONOMIC ENVIRONMENT ECONOMIC DEVELOPMENT CORPORATION Description & Budget Explanation: The Economic Development Corporation is an organization created to promote economic development in Bryan, College Station, and Brazos County. The corporation provides marketing, promotion, and development services to prospective new business and industry (excluding retail). The corporation also markets land and buildings in area business parks. The corporation tries to expand the property and sales tax bases through successful industry attraction; as well as enhanced job opportunities. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved College Station Budget Summary $170,000 N/A N/A $246,167 EDC Position Summary 6.5 N/A N/A Program Name: Bryan/College Station Economic Development Corporation Service Level:Promotion and facilitation of activities that enhance the economic base of Brazos County through attraction, creation, expansion, and retention of business and industry. Also, enhance job opportunities through successful business. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Successful locations to prospect/inquiry ratio.8/95 N/A N/A -Serious prospect to total inquiry ratio 15/95 N/A N/A -Percent of Phase I at the Business Center occupied 58%N/A N/A -Percent of Phase II at the Business Center occupied 21%N/A N/A -Percent of Phase III at the Business Center occupied 0%N/A N/A Efficiency -Cost per active prospect/inquiry.$1,789 N/A N/A -Cost per successful project.$21,250 N/A N/A -Percent of annual Economic Development Agreements with a payout of less than 7 years.100%N/A N/A Output -New jobs created.645 N/A N/A -New jobs retained.129 N/A N/A -Annual wages created.$16,877,322 N/A N/A -Capital Investment.$16,952,390 N/A N/A -New jobs created College Station.N/A N/A N/A -New jobs retained College Station.101 N/A N/A -Annual wages created College Station.N/A N/A N/A -Capital Investment-College Station.N/A N/A N/A -No. of Economic Development agreements executed.2 N/A N/A -No. of businesses located in Business Park.2 N/A N/A -No. of new CS Business Park jobs.844 N/A N/A EMPLOYMENT/PROSPERITY CONVENTION AND VISITORS BUREAU Description & Budget Explanation: The Bryan-College Station Convention and Visitor Bureau offers informational services, tour coordination, and assistance with transportation and meeting planning to visitors and convention attendees. The Convention and Visitor Bureau is funded through the Hotel/Motel Fund. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $621,260 $665,000 $645,000 $668,000 Program Name: Convention and Visitors Bureau Service Level: Provide an on-going tourism, marketing, sales and service effort to attract a maximum number of conventions, conferences and meetings that will use hotel rooms in our community; and provide quality services for conventions to generate repeat business and good referrals for new business. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Amount of hotel occupancy tax collections.$1,750,194 N/A N/A N/A -Amount of direct expenditures from convention delegates.$10,151,757 $16,588,591 $14,160,011 $14,568,750 Efficiency -Avg. daily hotel room rates.$57 N/A $60 $62 -Avg. hotel occupancy rate.68.0%N/A 65.0%68.0% Output -No. of bureau initiated convention room nights booked for the future.51,868 58,848 62,362 64,000 -No. of delegates-conventions hosted.48,573 63,497 54,102 60,000 -No. of sales appointments by bureau staff.14,651 12,942 12,100 17,000 -No. of site inspections conducted by staff.19 18 26 30 -No. of group services provided.138 181 203 225 -No. of room nights stayed by above groups.55,180 43,016 54,870 60,000 -No. of delegates.36,610 42,251 39,200 51,500 -No. of convention bids.102 76 78 85 -No. of conventions booked.145 184 210 225 -No. of convention articles.23 32 50 52 Service Level: Provide an on-going tourism, marketing, sales and service program to bring the maximum number of overnight visitors to our community. Performance Measures FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Amount of direct tour and travel expenditures.$1,327,798 $1,413,558 $1,600,000 $1,700,000 -Monetary value of articles published.$74,000 $65,000 $80,000 $90,000 Output -No. of group tours hosted.177 105 300 320 -No. of tour and travel group room nights.840 291 450 550 -No. of articles published from hosted media.2 8 12 15 -No. of familiarization tours hosted.6 7 6 8 -No. of tourism inquiries as a result of trackable advertising.4573 4,170 6,000 7,000 -No. of tourism inquiries as a result of non- trackable advertising.25097 16,954 20,000 25,000 EMPLOYMENT/PROSPERITY BRAZOS VALLEY SPORTS FOUNDATION Description & Budget Explanation: The Brazos Valley Sports Foundation exists to develop and promote the interest, participation and acquisition of sporting events in Bryan/College Station. The Brazos Valley Sports Foundation is funded through the Hotel/Motel Fund. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $122,000 $125,560 $150,000 $192,000 Program Name: Sporting Events Coordination Service Level: Promote the interest, participation and acquisition of sporting events in College Station/Bryan Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Annual percentage increase of sports events hosted/serviced.24%30%20%20% -Annual percentage increase in number of participants.31%28%25%25% -Annual percentage increase in number of room nights generated.1%30%25%25% -Annual percentage increase in memberships.N/A 23%25%25% -Annual percentage of return events.36%40%15%15% Efficiency -Average number of days per sport event.2.1 2.44 2.5 2.5 -Number of requests for assistance.41 70 47 45 -Average no. of rooms per night per event.1005.5 484.8 523 500 -Average no. of participants per event.449.5 458 423 450 Output -Number of sport events hosted/serviced.41 52 41 45 -Number of room nights generated from Sport events hosted serviced.41,226 25,208 21,439 17,000 -Community education workshops/seminars.3 3 5 4 -Number or events posted to sports calendar/Community Calendar.76 75 400 75 -Number of different sports serviced.15 19 17 15 -Number of memberships.N/A 53 67 60 APPROPRIATIONS – WELL-PLANNED NEIGHBORHOODS Development Services $1,919,378 The Development Services Department provides oversight for new development in the City. Development Services works to ensure that there is compliance with zoning, subdivision, drainage and other ordinances. This ensures the community develops in a manner consistent with the policies established by the City Council. The development process includes planning and construction functions as well as development coordination activities. Also involved in the development process are other areas such the Fire Department and the Public Utilities Department. There is one service level adjustment in the FY02 approved Development Services budget. The approved SLA is $20,000 to fund the Annexation Service Plan. Strategic Plan 2001-2002 As part of the Strategic Plan for 2001-2002, Development Services is reviewing and developing a number of policies to address code requirements, decline in single family areas, historical lighting and small area planning. Engineering Division (PW)$706,980 The Engineering division is responsible for the administration of the City’s capital improvement plan. This includes the building of projects approved as part of bond elections such as streets, fire stations, libraries, and others; as well as capital projects for the public utilities such as electric, water, wastewater, and drainage projects. 8.WELL-PLANNED NEIGHBORHOODS $2,626,358 As a result of our efforts citizens will live in well-planned neighborhoods suited to community interests and lifestyles. Strategic Plan Summary: The Well-Planned Neighborhoods Vision is focused on creating neighborhoods that fulfill the needs of the residents of College Station. Among these needs are recreational opportunities, commercial activity, and a high quality of life that is brought about by the opportunity to move easily about the community. Another element particular to College Station’s neighborhood development needs is creating a balance between the needs of a large population of renters and College Station’s homeowners. The 2001 Strategic Plan places a high value on long-range planning and makes a commitment to revise and update the City’s key planning documents on an on-going basis. These planning and development policies are critical because these have a great long-term impact on community growth patterns. The impact of these policies covers both existing neighborhoods and infrastructure and future development. DEVELOP. SERVICES 73% ENGINEER. DIV. (PW) 27% The following pages in this section detail the service levels and performance measures for the operating divisions in the Well Planned Neighborhoods Vision Statement. Also included are the budget and position summaries for each of the divisions. DEVELOPMENT SERVICES CUSTOMER SERVICE Description & Budget Explanation: The Development Services Administration function is responsible for providing administrative support to the planning, engineering, building, code enforcement, development coordination, and energy management areas. Also, many of the implementation plans within the City Council's strategic plan are managed by Development Services. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $230,462 $242,273 $508,469 682,701$ Position Summary 5 5 12 12 Program Name: Administration Service Level: Project development/implementation/management associated with the Council strategic issues; and management of department function. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of City Council implementation plans 85%95%90%95% completed within scheduled milestones. -Percent of Council, Boards & Commission agenda items completed within specified deadlines.90%95%90%95% Output -Implementation plans led by department 4 5 12 11 -Council, Board & Commission items 401 287 350 350 Program Name: Development Coordination* Service Level: Provide thorough and efficient review of zoning, development proposals, and project review. This includes support services to the department as well as the Planning and Zoning Commission, Zoning Board of Adjustment, and other related committees. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of development plans reviewed within 5 working days N/A N/A 75%80% -Percent of staff participating in professional training N/A N/A 83%90% -Percent of staff reports/cover sheets completed on time N/A N/A 75%80% -Percent of pre-development meetings held within 10 working days of request N/A N/A 96%95% Efficiency -Development cases processed per Staff Planner N/A N/A 41 42 - Pre-development meetings conducted per Staff Planner N/A N/A 38 40 -Staff reports/cover sheets prepared per Staff Planner.N/A N/A 25.3 26.7 Output -Development cases processed per year N/A N/A 124 125 -Staff reports/cover sheets prepared annually N/A N/A 76 80 -Pre-development meetings held N/A N/A 114 120 -Board, Commission, and other committee meetings held N/A N/A 56 56 Service Level: Process all permits and inspection requests in a timely manner. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of permits/development applications input within 1 hour N/A N/A 90%90% -Percent of inspections input within 1 hour N/A N/A 90%90% Efficiency - Permits processed per Customer Serv. Rep N/A N/A 1450 1475 -Inspections processed per Customer Serv. Rep.N/A N/A 3100 3150 Output -Development related fee revenues N/A N/A $1.2 mil $1.2 mil - Permits processed N/A N/A 4,500 4,550 -Inspections processed N/A N/A 9,500 9,550 * Development Coordination Program measures are new performance indicators. DEVELOPMENT SERVICES ENGINEERING DEVELOPMENT Description & Budget Explanation: Engineering development is responsible for the development review process, which ensures that development meets the required engineering standards. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $144,500 $165,827 $218,198 $212,517 Position Summary 2 2 3 3 Program Name: Engineering Service Level: Provide thorough and efficient plan review for development projects. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of plans and reports reviewed in 5 days or less 21.50%60%80%80% -Percent of site plan/plats reviewed in 5 days or less 30.25%53%83%85% -Percent of staff reports/coversheets completed on time 88.75%91%95%100% Efficiency -Administrative cost per review $400 $650 $350 $400 -Administrative cost per site plan/plan review $250 $450 $150 $150 DEVELOPMENT SERVICES PLANNING Description & Budget Explanation: The Planning activity is responsible for providing development services to those wishing to develop in College Station. This includes monitoring zoning, platting, and other development issues to ensure that development occurs in accordance with the existing policies and ordinances. Planning also assists the development community through this process and through any variances that may be requested. The planning function is also responsible for maintaining, monitoring and implementing the City's comprehensive plan. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $558,127 $709,404 $783,342 $488,400 Position Summary 9.5 13.5 9.5 9.5 Program Name: Pro-Active Long Range Planning Service Level: Develop and administer a pro-active comprehensive planning program that includes participation in regional, city-wide, and neighborhood and small area planning. Performance Measures:FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of plans/studies completed within budget N/A N/A 90%90% -Percent of staff participating in professional training N/A N/A 100%100% -Percent of Long Range Planning staff involved in active roles to various agencies/committees N/A N/A 100%100% Efficiency -Plans/studies/updates completed per staff member N/A N/A 1 0.7 -Community presentations per staff member N/A N/A 2.3 1.9 -Agencies/committees per staff member N/A N/A 3.6 2.4 Output -Total plans/studies/updates N/A N/A 6 6 -Registered neighborhoods N/A N/A 20 22 -Community presentations N/A N/A 13 16 -Agencies/committees involving N/A N/A 20 20 long range planning staff Input -No. of Staff N/A N/A 5.5 8.5 -Professional training seminars attended N/A N/A 1 14 *Pro-Active Long Range Planning is new for FY 01 DEVELOPMENT SERVICES BUILDING INSPECTION Description & Budget Explanation: The Building Inspection function is responsible for the building review and permitting process. Building permits are issued and buildings are inspected as construction occurs to ensure buildings are constructed to city code. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $374,884 $408,990 $402,526 $379,865 Position Summary 8 7 7 7 Program Name: Building Division Service Level: Perform thorough and efficient building plan review, inspection services and permit administration. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of plans reviewed within 5 days 90%90%80%90% -Percent of building inspected within 24 hours of request 99%98%98%98% -Percent of single family permits issued within 1 hour of application*100%100%100%100% Efficiency -% of single family permits issued within 5 days 100%98%98%98% -% of single family permits issued within 24 hrs 92%95%80%90% -No. of inspections per day per inspector.10 11 10 10 Output -Multi-family and commercial plans reviewed 145 159 140 140 -Annual inspections.9,266 10,045 10,000 10,000 -No. of building inspections per inspector 2316 2511 2500 2500 *Note: When the applicant waits for the review PUBLIC WORKS ENGINEERING Description & Budget Explanation: Engineering is responsible for managing the capital improvement program and construction inspection of the infrastructure of private development. This includes projects such as street construction and rehabilitation, drainage projects, water and wastewater utilities, sidewalks and bikeways, and public facilities. Expenditures through the first quarter amount to $170,487 or 25% of the annual budget. FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Budget Summary $453,696 $165,827 $218,198 $706,980 Position Summary 9 11 11 11 Program Name: Engineering Service Level: Provide for effective and efficient use of Capital Improvement Funds. strategic issues; and management of department function. Performance Measures: FY 99 FY 00 FY 01 FY 02 Actual Actual Estimate Approved Effectiveness -Percent of identified projects controlled by Engineering under contract 86%88%89%95% -Percent of CIP budget controlled by Engineering under contract 93%90%89%95% -Percent of budgeted capital projects designed and constructed within budget 91%91%90%95% Efficiency -Administrative cost per project $10,722 $11,560 $15,084 $16,806 Output -No. of CIP projects planned.43 51 45 41 FINANCIAL SUMMARIES GENERAL FUND The General Fund is used to account for all activities typically considered governmental functions of the City. These include Public Safety, Public Works, Parks and Recreation, and Development Services. Also included are the primary support services for these areas which include Fiscal Services, the Office of Technology and Information Services andGeneral Government Department. The General Fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The General Fund is influenced by current policies and approved policy changes. The policies include inter-fund equity; maintaining a balance between revenues and expenditures; and maintaining the level of service currently provided as the city experiences residential and commercial growth. The approved FY 02 General Fund revenues are $31,137,989, a 5.9% increase over the FY 01 year end estimate. The increase is due to normal growth and inflationary factors and is distributed among most of the major revenue categories. This increase is also due to an increase in the General Fund of 1.84 cents per $100 dollars acessed valuation. Also included in the above estimate are approved service level adjustments for fee increases, grants and donations from external sources. Revenue projections are conservative estimates relative to historical trends and consider economic variables that affect the City’s revenue stream. A table in Appendix D provides historical data on major revenue categories. Major revenue estimates and assumptions are explained below. 1.Property Taxes are $4,563,172, 19.1% over the FY 01 year end estimate. This increase in ad valorem tax revenue is largely due to a 1.84 cents per $100 valuation increase in the tax rate. The operation and maintenance portion of the ad valorem tax rate is approved to be 18.46 cents per $100 of valuation. This is 1.84 cents higher than the FY 01 rate. Approximately $109,000 of the property tax that would ordinarily have gone into the General Fund will go to the Wolf Pen Creek Tax Increment Financing (TIF) Fund while the Melrose TIF will receive $50,000. 2.Sales Tax is projected to be $13,168,000 in FY 02, up 4% over the FY 01 year end estimate. Estimated revenue is based on analysis of historical revenues, expected future retail sales and employment and personal income. While the economy has slowed, the 4% increase approved is still a conservative estimate. 3.Mixed Drink and Franchise Taxes are projected to increase 3% from the FY 01 year end estimate. Growth in the cable and phone franchise taxes, which is due to increases in the population and services purchased, continues to drive the increase in this revenue source. 4. Permit Revenue for FY 02 is projected to increase over the FY 01 year end estimate. Growth is still expected to continue, but not necessarily at the rate seen in FY 01. The rate of growth may slow in FY 02 as the economy slows, compared to the growth in building activity in recent years. 5.Intergovernmental Revenues are slightly lower in FY 02 than FY 01. However, the City of College Station has applied for grants totaling $77,317. These grants include $10,000 to the Texas Forestry Service to help fund a comprehensive urban forest master plan and two grant $26,069 and $41,248 to the Texas Department of Transportation to fund additional man hours for traffic patrol. 6. Parks and Recreation revenues increase 3% in FY 02 over the FY 01 year end estimate of actual revenues. Parks revenues come primarily from service charges for various park and recreation activities. Parks fees were studied in FY 01. Any potential increase in revenue are not projected in the budget. 7.Other Service Charges include miscellaneous charges and fees from various departments within the general fund, primarily Police, Fire and Municipal Court. Other Service Charges increase by 10% in FY 02 over the FY01 year end estimate. 8.Fines, Forfeits, and Penalties are principally ticket and court fines from the Municipal Court. They increase by 3% from the FY 01 year end estimate to $1,690,000 in FY 02. 9. Miscellaneous Revenues include such items as miscellaneous rents and royalties, miscellaneous donations, collection service fees, sale of abandoned property, sale of fixed assets, etc. The FY 02 total is $247,000, a decrease of $18,525 from the FY 01 year end estimate (or 7% decrease). 10. Return on Investment (ROI) transfers from the enterprise funds are approved to be $6,235,000 for FY 02, a 4.83% increase over the FY 01 year end estimate. 11. Investment earnings are $477,000, which is slightly above the year end estimate for FY 01 of $467,000 (2% increase) Net Expenditures for FY 02 are approximately $32.5 million, approximately 7% higher than the FY 01 year end estimate. This increase is due to the inclusion of funding for approved service level adjustments that will allow the City to implement the Strategic Plan outlined by the City Council. A net total of $1.4 million in approved service level adjustments is included in the General Fund portion of the approved budget. These service level adjustments are discussed in detail in the executive summary and departmental summaries. The approved budget also includes resources to continue funding the pay plan changes to meet the Council approved pay policy at a cost of 1,378,702 in FY 02. These costs have been appropriated to each department accordingly. Also included in the approved budget is $517,000 to cover increasing cost of healthcare benefits for employees. The FY 02 base budget includes 551.25 positions. Approved service level adjustments add 17 full- time equivalent positions. These include a fulltime secretary (for the City Manager’s Office), a part-time intern for the Economic Development Department, an animal control officer, 3 equipment operators for additional street crew, one operator for a new pothole patch truck, 4 new firefighters for Fire Station #5, and six new employees for the operations and maintenance of Veteran’s Park. Also, a full- time secretary is requested by the Parks Department to replace the part-time secretary who currently works 30 hours each week. Approved Outside Agency Funding from the General Fund FY 02 budget is $207,998. The Brazos County Health Department has requested funding of $113,498 was approved for FY 02. This year a new policy was for outside agencies requesting funds from the General Fund. The agencies went through a review process and recommendations were made from the College Station members of the Joint Relief Funding Review Committee. Agencies recommended by the committee for funding from the General Fund are: the Memorial for All Veteran's of the Brazos Valley, Inc. $25,000; the Dispute Resolution Center, $10,000; The Children's Museum of the Brazos Valley, $30,000 per year for 3 to 5 years; the College Station Noon Lion's Club (4th of July Fireworks), $10,000; the Retired and Senior Volunteer Program, $5,000; and the Brazos Valley Council on Alcohol and Substance Abuse, $10,000 (funding contingent on equitable funding from the City of Bryan and Brazos County). Funding was also approved by the City Council for the Sister Cities Association in the amount of $4,500. CITY OF COLLEGE STATION GENERAL FUND FY 02 APPROVED BUDGET FY 00 ACTUAL ADJ. FY 01 BUDGET FY 01 YEAR END ESTIMATE FY 02 BASE BUDGET FY 02 APPROVED BUDGET % CHANGE IN BUDGET FROM FY 01 TO FY 02 BEGINNING BALANCE 5,896,144$ 7,535,587$ 7,535,587$ 6,626,212$ 6,626,212$ REVENUES: AD VALOREM TAX 3,420,720$ 3,830,317$ 3,831,317$ 4,114,185$ 4,563,172$ 19.13% SALES TAX 12,573,564 12,700,000 12,661,900 13,168,000 13,168,000 3.69% MIXED DRINK AND FRANCHISE 1,763,842 1,837,000 1,882,792 1,939,000 1,939,000 5.55% LICENSES AND PERMITS 680,776 632,000 719,052 725,500 725,500 14.79% INTERGOVERNMENTAL 361,173 324,269 332,100 228,000 305,317 (5.84%) PARKS AND RECREATION 613,139 603,000 598,936 615,000 615,000 1.99% OTHER CHARGES FOR SERVICES 911,865 998,897 1,068,014 1,173,000 1,173,000 17.43% FINES, FORFEITS, AND PENALTIES 1,393,505 1,488,800 1,640,700 1,690,000 1,690,000 13.51% INVESTMENT EARNINGS 385,051 355,000 467,000 477,000 477,000 34.37% MISCELLANEOUS 295,133 215,500 265,525 247,000 247,000 14.62% RETURN ON INVESTMENT 5,673,885 5,947,500 5,947,500 6,235,000 6,235,000 4.83% TOTAL REVENUES 28,072,653$ 28,932,283$ 29,414,836$ 30,611,685$ 31,137,989$ 7.62% TOTAL FUNDS AVAILABLE 33,968,797$ 36,467,870$ 36,950,423$ 37,237,897$ 37,764,201$ 3.55% EXPENDITURES: POLICE 7,514,054$ 8,590,879$ 8,535,243$ 8,152,045$ 8,847,111$ 2.98% FIRE 5,129,310 5,805,861 5,752,626 5,914,250 6,618,055 13.99% PUBLIC WORKS 4,319,385 4,914,225 5,029,193 4,987,385 5,504,843 12.02% PARKS AND RECREATION 5,104,762 5,782,538 5,608,084 5,259,470 6,096,461 5.43% LIBRARY 600,778 735,359 720,552 756,394 784,394 6.67% DEVELOPMENT SERVICES 1,526,494 1,918,709 1,912,535 1,769,302 1,919,378 0.03% OFFICE OF TECH. & INFO. SYS.1,954,771 2,337,916 2,300,763 2,175,129 2,424,749 3.71% FISCAL SERVICES 1,961,308 1,918,505 1,882,477 1,927,912 2,062,300 7.50% GEN GOVT/ECON DEV/COMM DEV 2,506,696 3,149,205 3,040,205 3,045,693 3,295,558 4.65% PUBLIC AGENCY FUNDING 273,110 200,893 200,893 113,498 207,998 3.54% OTHER 14,779 180,000 180,000 0 360,500 100.28% SPECIAL PROJECTS 76,773 0 0 0 0 N/A DEBT AVOIDANCE 0 200,000 200,000 0 0 (100.00%) GENERAL/ADMIN. TRANSFER (4,717,533) (5,531,344) (5,449,360) (5,491,713) (5,904,635) 6.75% PAY AND BENEFIT PLAN ADJUSTMENTS 0- 336,000 1,602,702 0 N/A CONTINGENCY 0 190,123 75,000 225,000 225,000 18.34% TOTAL EXPENDITURES 26,264,687$ 30,392,869$ 30,324,211$ 30,437,067$ 32,441,712$ 6.74% INCREASE (DECREASE) IN FUND BALANCE 1,807,966$ (1,460,586)$ (909,375)$ 174,618$ (1,303,723)$ GAAP ADJUSTMENTS (168,523) ENDING FUND BALANCE 7,535,587$ 6,075,001$ 6,626,212$ 6,800,830$ 5,322,489$ CITY OF COLLEGE STATION GENERAL FUND DEPARTMENT SUMMARY 10/31/2001 13:58 EXPENDITURE BY DEPARTMENT REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DEPARTMENT FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 POLICE DEPARTMENT 7,514,054$ 8,590,879$ 8,535,243$ 8,847,111$ 8,847,111 2.98% FIRE DEPARTMENT 5,129,310 5,805,861 5,752,626 6,618,055 6,618,055 13.99% PUBLIC WORKS 4,319,385 4,914,225 5,029,193 5,504,843 5,504,843 12.02% PARKS AND RECREATION 5,104,762 5,782,538 5,608,084 6,096,461 6,096,461 5.43% LIBRARY 600,778 735,359 720,552 784,394 784,394 6.67% DEVELOPMENT SERVICES 1,526,494 1,918,709 1,912,535 1,919,378 1,919,378 0.03% OFFICE OF TECH & INFO SERVICES 1,954,771 2,337,916 2,300,763 2,424,749 2,424,749 3.71% FISCAL SERVICES 1,961,308 1,918,505 1,882,477 2,062,300 2,062,300 7.50% GENERAL GOVERNMENT 2,506,696 3,149,205 3,040,205 3,295,558 3,295,558 4.65% GENERAL FUND TOTAL 30,617,558$ 35,153,197$ 34,781,678$ 37,552,849$ 37,552,849$ 6.83% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CATEGORY FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 21,285,609$ 23,970,056$ 23,680,265$ 26,079,405$ 26,079,405$ 8.80% SUPPLIES 1,531,918 1,547,308 1,804,665 1,628,146 1,628,146 5.22% MAINTENANCE 2,335,371 3,119,246 3,303,266 3,370,320 3,370,320 8.05% PURCHASED SERVICES 5,066,574 5,723,931 5,532,443 5,716,481 5,716,481 (0.13%) CAPITAL OUTLAY 398,086 792,656 461,039 758,497 758,497 (4.31%) GENERAL FUND TOTAL 30,617,558$ 35,153,197$ 34,781,678$ 37,552,849$ 37,552,849$ 6.83% PERSONNEL SUMMARY BY DEPARTMENT REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DEPARTMENT FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 POLICE DEPARTMENT 139.0 139.0 141.5 141.5 142.5 0.71% FIRE DEPARTMENT 89.0 96.0 96.0 96.0 100.0 4.17% PUBLIC WORKS 54.0 54.0 54.0 55.0 59.0 9.26% PARKS AND RECREATION 110.0 111.0 111.0 110.5 117.0 5.41% LIBRARY 0.0 0.0 0.0 0.0 0.0 N/A DEVELOPMENT SERVICES 25.5 30.5 32.5 31.5 31.5 -3.08% OFFICE OF TECH & INFO SERVICES 23.5 23.5 23.5 23.5 23.5 0.00% FISCAL SERVICES 12.5 13.5 34.0 35.0 35.0 2.94% GENERAL GOVERNMENT 37.0 42.8 42.8 41.25 42.75 0.00% GENERAL FUND TOTAL 490.5 510.3 535.3 534.25 551.25 2.99% GENERAL FUND - SOURCES Sales Tax 43% Return On Investment 20% Grants 1% Licenses and Permits 2%Other Taxes 6% Property Tax 15%Fines 6% Other 7% GENERAL FUND - USES Library 2% Developmen t Services 4% OTIS 6% Finance 5% General Government 8% Other 12% PUB. WORKS 13% Police 20% Fire 16% PARKS 14% POLICE DEPARTMENT MANAGER COMMUNICATIONS SPECIAL SERVICES INFORMATIONAL SERVICES SERVICES BUREAU UNIFORMED PATROL OPERATIONS BUREAU AFFAIRS INTERNAL RECRUTING/ TRAINING PROFESSIONAL STANDARDS CHIEF OF POLICE CITY MANAGER STAFF SERVICES RESEARCH & PLANNING CRIMINAL INVESTIGATION CITY OF COLLEGE STATION POLICE DEPARTMENT SUMMARY 10/31/2001 14:07 EXPENDITURE BY DEPARTMENT REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 POLICE ADMINISTRATION 392,518$ 570,110$ 575,966$ 607,216$ 651,098$ 14.21% UNIFORM PATROL 3,435,417 3,889,694 3,805,020 3,618,341 3,978,420 2.28% CRIMINAL INVESTIGATION 925,621 947,948 974,957 866,914 903,029 (4.74%) PROFESSIONAL STANDARDS 242,442 259,742 277,156 299,788 311,130 19.78% QUARTERMASTER DIVISION 822,618 806,045 835,353 746,654 749,295 (7.04%) COMMUNICATION/JAIL 905,978 1,117,773 1,088,353 1,028,668 1,142,503 2.21% SPECIAL SERVICES 480,036 597,872 624,510 623,782 721,906 20.75% INFORMATION SERVICES 309,424 401,695 353,928 360,682 389,730 (2.98%) DEPARTMENT TOTAL 7,514,054$ 8,590,879$ 8,535,243$ 8,152,045$ 8,847,111$ 2.98% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 6,030,462$ 7,005,839$ 6,997,031$ 6,795,405$ 7,356,291$ 5.00% SUPPLIES 257,427 261,606 285,155 247,153 320,168 22.39% MAINTENANCE 294,315 351,567 356,760 352,833 358,676 2.02% PURCHASED SERVICES 871,481 887,248 886,048 756,654 764,551 (13.83%) CAPITAL OUTLAY 60,369 84,619 10,249 0 47,425 (43.95%) DEPARTMENT TOTAL 7,514,054$ 8,590,879$ 8,535,243$ 8,152,045$ 8,847,111$ 2.98% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 POLICE ADMINISTRATION 6.0 6.0 8.0 9.0 9.0 12.50% UNIFORM PATROL 63.0 66.5 67.5 67.5 67.5 0.00% CRIMINAL INVESTIGATION 18.0 17.0 15.0 14.0 14.0 (6.67%) PROFESSIONAL STANDARDS 3.0 3.0 3.0 4.0 4.0 33.33% QUARTERMASTER DIVISION 0.0 1.0 1.0 1.0 1.0 0.00% COMMUNICATION/JAIL 26.0 27.0 28.0 27.0 27.0 (3.57%) SPECIAL SERVICES 8.0 9.0 9.0 10.0 11.0 22.22% INFORMATION SERVICES 8.0 8.0 10.0 9.0 9.0 (10.00%) DEPARTMENT TOTAL 132.0 137.5 141.5 141.5 142.5 0.71% SERVICE LEVEL ADJUSTMENTS UNIFORM PATROL $20,875 51,000 26,069 41,248 COMMUNICATIONS/JAIL 21,450 SPECIAL SERVICES 68,333 $228,975 Audio recording devices for officers on foot, motorcycles and bicycles Accelerate audio/visual recorders replacement rate for patrol cars 3 Year grant- Intersection Traffic Control (ITC)/ Selective Traffic Enforcement Program (STEP) 3 Year grant- (Safe & Sober) to address speed, occupant protection and DWI violations.pgy p system Full-time animal control officer FIRE DEPARTMENT RESEARCH & PLANNING ADMINISTRATIVE ASSISTANT SECRETARY EMS COORDINATOR "A" SHIFT "B" SHIFT "C" SHIFT FIRE TRAINING COORDINATOR ASSISTANT FIRE CHIEF SECRETARY NEW CONSTRUCTION EXISTING CONSTRUCTION PUBLIC EDUCATION CODE ENFORCEMENT PARKING ENFORCEMENT FIRE MARSHAL FIRE CHIEF CITY MANAGER CITY OF COLLEGE STATION FIRE DEPARTMENT SUMMARY 10/31/2001 13:56 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 FIRE ADMINISTRATION 303,148$ 298,325$ 304,349$ 386,891$ 414,427$ 38.92% FIRE SUPPRESSION 2,838,797 3,200,633 3,119,576 3,196,084 3,679,918 14.97% FIRE PREVENTION 463,292 584,468 587,155 575,605 629,521 7.71% EMER. MEDICAL SERV. 1,524,073 1,722,435 1,741,546 1,755,670 1,894,189 9.97% DEPARTMENT TOTAL 5,129,310$ 5,805,861$ 5,752,626$ 5,914,250$ 6,618,055$ 13.99% DEPARTMENT SUMMARY BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 4,273,514$ 4,761,774$ 4,746,581$ 5,001,635$ 5,496,555$ 15.43% SUPPLIES 225,142 271,108 283,793 286,985 314,110 15.86% MAINTENANCE 163,321 164,829 167,187 204,929 212,782 29.09% PURCHASED SERVICES 444,583 465,791 424,171 420,701 456,601 (1.97%) CAPITAL OUTLAY 22,750 142,359 130,894 0 138,007 (3.06%) DEPARTMENT TOTAL 5,129,310$ 5,805,861$ 5,752,626$ 5,914,250$ 6,618,055$ 13.99% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 FIRE ADMINISTRATION 4.0 4.0 4.0 5.0 5.0 25.00% FIRE SUPPRESSION 47.0 47.0 50.0 50.0 54.0 8.00% FIRE PREVENTION 9.0 9.0 10.0 10.0 10.0 0.00% EMER. MEDICAL SERV. 29.0 29.0 32.0 31.0 31.0 (3.13%) DEPARTMENT TOTAL 89.0 89.0 96.0 96.0 100.0 4.17% SERVICE LEVEL ADJUSTMENTS ADMINISTRATION Operations Center 4,635 SUPPRESSION 78,000 12,500 5,000 Fire Station #5 (Phases 2 of 3)229,583 EMS 20,000 PREVENTION 24,000 373,718 Replace Fire Safety Trailer Laptop computer, software/hardware for Emergency Partial replacement of 44 15yr old breathing Year 2 of 2 yr request-2 breathing apparatus & 6 Replace/maintain fire station living & office 1 Life Pack 12 heart monitor/defibrillator PUBLIC WORKS GREENWAYS FACILITIES TRAFFIC SYSTEMS STREET & DRAINAGE ADMINISTRATION TRAFFIC ENGINEER ASST. DIRECTOR SANITATION FLEET ASST. DIR. PUB. WKS. BVSWMA DIRECTOR CITY ENGINEER DIRECTOR CITY MANAGER SUPERINTENDENT SUPERINTENDENT MAINTENANCE PUBLIC WORKS MANAGER CITY OF COLLEGE STATION PUBLIC WORKS DEPARTMENT SUMMARY 10/31/2001 14:08 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 02 FY 02 FY 02 FY 00 TO FY 02 PUBLIC WORKS ADMINISTRATION 329,161$ 368,305$ 389,577$ 463,462$ 492,807$ 33.80% FACILITIES MAINTENANCE 856,858 947,400 959,605 975,764 989,418 4.44% STREETS MAINTENANCE 1,650,842 1,962,922 2,169,701 1,915,918 2,328,429 18.62% DRAINAGE MAINTENANCE 281,716 316,409 262,826 339,534 351,341 11.04% TRAFFIC 198,014 209,773 138,129 158,209 161,885 (22.83%) ENGINEERING 590,367 678,778 671,152 676,271 706,980 4.15% TRAFFIC SIGNALS 412,427 430,638 438,203 458,227 473,983 10.07% DEPARTMENT TOTAL 4,319,385$ 4,914,225$ 5,029,193$ 4,987,385$ 5,504,843$ 12.02% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 02 FY 02 FY 02 FY 00 TO FY 02 SALARIES & BENEFITS 2,116,309$ 2,294,487$ 2,222,078$ 2,373,803$ 2,638,325$ 14.99% SUPPLIES 194,930 208,563 180,266 170,591 179,591 -13.89% MAINTENANCE 1,206,271 1,585,344 1,800,397 1,610,427 1,680,363 5.99% PURCHASED SERVICES 769,533 777,444 798,065 832,564 834,064 7.28% CAPITAL OUTLAY 32,342 48,387 28,387 0 172,500 256.50% DEPARTMENT TOTAL 4,319,385$ 4,914,225$ 5,029,193$ 4,987,385$ 5,504,843$ 12.02% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 00 TO FY 02 PUBLIC WORKS ADMINISTRATION 5.0 6.0 6.0 7.0 7.0 16.67% FACILITIES MAINTENANCE 6.0 6.0 6.0 6.0 6.0 0.00% STREETS MAINTENANCE 19.0 19.0 19.0 19.0 23.0 21.05% DRAINAGE MAINTENANCE 4.0 5.0 5.0 5.0 5.0 0.00% TRAFFIC 2.0 2.0 2.0 2.0 2.0 0.00% ENGINEERING 9.0 11.0 11.0 11.0 11.0 0.00% TRAFFIC SIGNALS 4.0 5.0 5.0 5.0 5.0 0.00% DEPARTMENT TOTAL 49.0 54.0 54.0 55.0 59.0 9.26% SERVICE LEVEL ADJUSTMENTS STREETS MAINTENANCE 20,000$ 115,755 150,000 75,742 TRAFFIC SIGNALS & MARKINGS 6,000 DRAINAGE MAINTENANCE 341,497- 26,000$ Fund drainage operations from drainage fund (912) Street Markings Year 2 Routine maintenance on aerial device Street Maint Crew - 3 personnel and one crew truck Pot-hole truck and operator Expand sealcoat operations PARKS AND RECREATION ADMINISTRATION ASSISTANT DIRECTOR DIRECTOR CITY MANAGER SENIOR SERVICES SCHOOL AGE CARE SPECIAL EVENTS ATHLETIC EVENTS ATHLETIC LEAGUES RECREATION CONFERENCE CENTER AQUATICS LINCOLN CENTER SPECIAL FACILITIES WEST DISTRICT EAST DISTRICT SOUTH DISTRICT PARKS OPERATIONS FORESTRY FORESTRY CEMETARY INSTRUCTION YOUTH SERVICES CITY OF COLLEGE STATION PARKS & RECREATION DEPARTMENT SUMMARY 10/31/2001 14:05 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 ADMINISTRATION 544,790$ 741,327$ 720,242$ 517,201$ 563,139$ -24.04% RECREATION 1,344,576 1,357,948 1,320,974 954,332 992,083 -26.94% SPECIAL FACILITIES 1,165,818 1,330,838 1,336,511 1,536,779 1,871,955 40.66% PARKS OPERATIONS 1,377,328 1,567,660 1,481,361 1,490,824 1,774,368 13.19% FORESTRY 672,250 784,765 748,996 760,334 894,916 14.04% DEPARTMENT TOTAL 5,104,762$ 5,782,538$ 5,608,084$ 5,259,470$ 6,096,461$ 5.43% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 3,275,192$ 3,447,038$ 3,311,399$ 3,304,502$ 3,569,770$ 3.56% SUPPLIES 425,214 459,773 469,385 439,572 468,869 1.98% MAINTENANCE 275,413 522,110 498,652 325,790 584,076 11.87% PURCHASED SERVICES 1,109,189 1,243,381 1,217,630 1,189,606 1,327,456 6.76% CAPITAL OUTLAY 19,754 110,236 111,018 0 146,290 32.71% DEPARTMENT TOTAL 5,104,762$ 5,782,538$ 5,608,084$ 5,259,470$ 6,096,461$ 5.43% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 ADMINISTRATION 8.0 9.5 10.0 9.0 9.5 -5.00% RECREATION 23.0 23.0 23.0 19.5 19.5 -15.22% SPECIAL FACILITIES 34.0 34.0 34.5 38.5 38.5 11.59% PARKS OPERATIONS 31.0 31.0 31.0 31.0 35.0 12.90% FORESTRY 12.5 12.5 12.5 12.5 14.5 16.00% DEPARTMENT TOTAL 108.5 110.0 111.0 110.5 117.0 5.41% SERVICE LEVEL ADJUSTMENTS ADMINISTRATION 63,750$ 0 Senior Center Feasibility Study 5,000 SPECIAL FACILITIES Thomas Pool renovation 277,255 Replace gym floor scrubber 4,000 OPERATIONS Parks Replacement (Park Maintenance Standards)25,000 Veteran's Park Operations and Maintenance 190,678 FORESTRY Urban Forest Mgmt Plan 30,000 Veteran's Park Operations and Maintenance 18,726 614,409$ Contract for annual landscape maintenance Convert part-time secretary position to full-time COLLEGE STATION LIBRARY LIBRARY STAFF COMMUNICATIONS & INFO. SERVICES MANAGERS OTIS DIRECTOR CITY MANAGER CITY OF COLLEGE STATION LIBRARY DIVISION SUMMARY 10/31/2001 14:02 EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 LIBRARY 600,778$ 735,359$ 720,552$ 756,394$ 784,394$ 6.67% DIVISION TOTAL 600,778$ 735,359$ 720,552$ 756,394$ 784,394$ 6.67% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 0$ 0$ 0$ 0$ 0$ N/A SUPPLIES 40,576$ 302$ 605 350 350 15.89% MAINTENANCE 4,894 5,193 5,080 5,670 5,670 9.19% PURCHASED SERVICES 555,308 689,864 674,867 710,374 710,374 2.97% CAPITAL OUTLAY 0 40,000 40,000 40,000 68,000 70.00% DIVISION TOTAL 600,778$ 735,359$ 720,552$ 756,394$ 784,394$ 6.67% PERSONNEL SUMMARY BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION F 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 LIBRARY 0.0 0.0 0.0 0.0 0.0 N/A DIVISION TOTAL 0.0 0.0 0.0 0.0 0.0 N/A SERVICE LEVEL ADJUSTMENTS LIBRARY Self Checkout Machine $28,000 DEVELOPMENT SERVICES ADMINISTRATION ENGINEERING DEVELOPMENT PLANNING INSPECTION BUILDING INSPECTION DEVELOPMENT COORDINATION DIRECTOR CITY MANAGER CITY OF COLLEGE STATION DEVELOPMENT SERVICES DEPARTMENT SUMMARY 10/31/2001 13:54 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 ADMINISTRATION 242,273$ 583,920$ 508,469$ 607,104$ 682,701$ 16.92% ENGINEERING 165,827 219,138 218,198 195,967 212,517 (3.02%) PLANNING 709,404 735,882 783,342 430,471 488,400 (33.63%) BUILDING 408,990 379,769 402,526 379,865 379,865 0.03% NEIGHBORHOOD SERVICES 0 0 0 138,525 138,525 N/A HISTORIC PRESERVATIONS 0 0 0 17,370 17,370 N/A DEPARTMENT TOTAL 1,526,494$ 1,918,709$ 1,912,535$ 1,769,302$ 1,919,378$ 0.03% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,273,040$ 1,539,898$ 1,540,895$ 1,495,170$ 1,625,246$ 5.54% SUPPLIES 61,478 45,700 49,453 39,959 39,959 (12.56%) MAINTENANCE 25,243 32,300 31,075 37,101 37,101 14.86% PURCHASED SERVICES 154,359 283,931 283,366 197,072 217,072 (23.55%) CAPITAL OUTLAY 12,374 16,880 7,746 0 0 (100.00%) DEPARTMENT TOTAL 1,526,494$ 1,918,709$ 1,912,535$ 1,769,302$ 1,919,378$ 0.03% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 ENERGY MANAGEMENT SERVICES 1.0 0.0 0.0 0.0 0.0 N/A ADMINISTRATION 5.0 5.0 12.0 12.0 12.0 140.00% ENGINEERING 2.0 3.0 3.0 3.0 3.0 0.00% PLANNING 9.5 13.5 10.5 9.5 9.5 (29.63%) BUILDING 8.0 9.0 7.0 7.0 7.0 (22.22%) NEIGHBORHOOD SERVICES 0.0 0.0 0.0 0.0 0.0 N/A HISTORIC PRESERVATION 0.0 0.0 0.0 0.0 0.0 N/A DEPARTMENT TOTAL 25.5 30.5 32.5 31.5 31.5 (3.08%) SERVICE LEVEL ADJUSTMENTS ADMINISTRATION Annexation Service Plan 20,000$ 20,000$ OFFICE OF TECHNOLOGY AND INFORMATION SERVICES ACTION CENTER MANAGEMENT INFORMATION SERVICES INTEGRATED DATA SERVICES COMMUNICATIONS PRINT/MAIL LIBRARY COMMUNICATIONS & INFORMATION SERVICES CUSTOMER SERVICE METER SERVICE UTILITY CUSTOMER SERVICES DIRECTOR CITY MANAGER FRANCHISING INFORMATION SERVICES GEOGRAPHIC CITY OF COLLEGE STATION OFFICE OF TECHNOLOGY AND INFORMATION SERVICES DEPARTMENT SUMMARY 10/31/2001 14:03 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 OTIS ADMINISTRATION 360,398$ 435,291$ 419,224$ 374,778$ 537,836$ 23.56% GEOGRAPHIC INFO SERVICES 189,746 206,407 199,794 204,596 212,391 2.90% MGMT INFO. SERVICES 1,404,627 1,696,218 1,681,745 1,595,755 1,674,522 (1.28%) DEPARTMENT TOTAL 1,954,771$ 2,337,916$ 2,300,763$ 2,175,129$ 2,424,749$ 3.71% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,125,340$ 1,220,626$ 1,240,209$ 1,260,596$ 1,339,911$ 9.77% SUPPLIES 137,027 129,994 336,556 120,445 124,950 (3.88%) MAINTENANCE 321,925 396,580 384,227 408,342 424,142 6.95% PURCHASED SERVICES 159,940 266,701 218,464 199,471 349,471 31.03% CAPITAL OUTLAY 210,539 324,015 121,307 186,275 186,275 (42.51%) DEPARTMENT TOTAL 1,954,771$ 2,337,916$ 2,300,763$ 2,175,129$ 2,424,749$ 3.71% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 OTIS ADMINISTRATION 6.0 6.0 6.0 6.0 6.0 0.00% GEOGRAPHIC INFO SERVICES 2.0 2.5 2.5 2.5 2.5 0.00% MGMT INFO SERVICES 14.0 15.0 15.0 15.0 15.0 0.00% DEPARTMENT TOTAL 22.0 23.5 23.5 23.5 23.5 0.00% SERVICE LEVEL ADJUSTMENTS ADMINISTRATION Cable Franchise $100,000 BTU Franchise 50,000 MANAGEMENT INFORMATION SERVICES Records Management/Imaging System software/hardware 20,305 $170,305 FISCAL SERVICES CITY MANAGER ADMINISTRATION PURCHASING RISK MANAGEMENT DIRECTOR MUNICIPAL COURT ACCOUNTING DIRECTOR ASSISTANT CITY OF COLLEGE STATION FISCAL SERVICES DEPARTMENT SUMMARY 10/31/2001 13:57 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 99-00 FY 00-01 FY00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 FISCAL ADMINISTRATION 277,962$ 292,730$ 291,318$ 297,389$ 312,940$ 6.90% RISK MANAGEMENT 131,082 152,054 134,563 141,128 154,287 1.47% ACCOUNTING 601,486 620,726 618,652 666,206 713,455 14.94% PURCHASING 227,362 247,220 243,974 253,934 273,103 10.47% BUDGET AND STRAT PLNG 208,623 0 0 0 0 N/A MUNICIPAL COURT 514,793 605,775 593,970 569,255 608,515 0.45% DEPARTMENT TOTAL 1,961,308$ 1,918,505$ 1,882,477$ 1,927,912$ 2,062,300$ 7.50% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 99-00 FY 00-01 FY00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 SALARIES & BENEFITS 1,414,779$ 1,391,727$ 1,389,486$ 1,402,591$ 1,536,979$ 10.44% SUPPLIES 52,670 42,635 49,996 46,514 46,514 9.10% MAINTENANCE 15,430 18,600 18,318 22,030 22,030 18.44% PURCHASED SERVICES 458,143 455,016 414,647 456,777 456,777 0.39% CAPITAL OUTLAY 20,286 10,527 10,030 0 0 (100.00%) DEPARTMENT TOTAL 1,961,308$ 1,918,505$ 1,882,477$ 1,927,912$ 2,062,300$ 7.50% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 98-99 FY 99-00 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 FISCAL ADMINISTRATION 3.0 3.0 3.0 3.0 3.0 0.00% RISK MANAGEMENT 2.0 2.5 2.5 2.5 2.5 0.00% ACCOUNTING 11.0 10.5 10.5 11.5 11.5 9.52% PURCHASING 4.5 4.5 4.5 4.5 4.5 0.00% BUDGET AND STRAT PLNG 4.5 4.5 0.0 0.0 0.0 N/A MUNICIPAL COURT 12.5 12.5 13.5 13.5 13.5 0.00% DEPARTMENT TOTAL 37.5 37.5 34.0 35.0 35.0 2.94% GENERAL GOVERNMENT CITY SECRETARY LEGAL PUBLIC COMMUNICATIONS & MARKETING COMMUNITY DEVELOPMENT ASSISTANT CITY MANAGER HUMAN RESOURCES ECONOMIC DEVELOPMENT OFFICE of BUDGET & STRATEGIC PLANNING CITY MANAGER CITY COUNCIL CITY OF COLLEGE STATION GENERAL GOVERNMENT DEPARTMENT SUMMARY 10/31/2001 14:01 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 CITY SEC./MAYOR COUNCIL 270,928 285,608 283,787 293,012 301,272 5.48% CITY MANAGER 450,752 474,573 474,567 475,434 519,717 9.51% COMMUNITY PROGRAMS 0 117,515 110,669 102,313 103,704 -11.75% LEGAL 516,676 561,852 557,422 564,661 595,204 5.94% PUBLIC COMM./ MARKETING 158,525 206,788 184,493 195,426 208,670 0.91% HUMAN RESOURCES 377,225 356,654 356,439 356,885 388,100 8.82% BUDGET & STRATEGIC PLANNING 0 279,038 273,124 268,018 290,904 4.25% COMMUNITY DEVELOPMENT 505,871 582,809 517,981 538,530 584,341 0.26% ECONOMIC DEVELOPMENT 226,719 284,368 281,723 251,414 303,646 6.78% DEPARTMENT TOTAL 2,506,696$ 3,149,205$ 3,040,205$ 3,045,693$ 3,295,558$ 4.65% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,776,973$ 2,308,667$ 2,232,586$ 2,296,943$ 2,516,328$ 8.99% SUPPLIES 137,454 127,627 149,456 129,655 133,635 4.71% MAINTENANCE 28,559 42,723 41,570 45,480 45,480 6.45% PURCHASED SERVICES 544,038 654,555 615,185 573,615 600,115 (8.32%) CAPITAL OUTLAY 19,672 15,633 1,408 0 0 (100.00%) DEPARTMENT TOTAL 2,506,696$ 3,149,205$ 3,040,205$ 3,045,693$ 3,295,558$ 4.65% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 CITY SEC./MAYOR COUNCIL 3.5 4.0 4.0 4.0 4.0 0.00% CITY MANAGER 5.5 5.5 5.0 5.0 6.0 20.00% COMMUNITY PROGRAMS 0.0 0.0 1.5 1.5 1.5 N/A LEGAL 8.0 8.0 7.75 7.75 7.75 0.00% PUBLIC COMMUNICATIONS 2.0 2.0 2.0 2.0 2.0 0.00% HUMAN RESOURCES 6.0 6.0 6.0 6.0 6.0 0.00% BUDGET & STRATEGIC PLANNING 0.0 0.0 4.5 4.5 4.5 0.00% COMMUNITY DEVELOPMENT 8.5 9.5 9.5 8.5 8.5 (10.53%) ECONOMIC DEVELOPMENT 2.0 2.0 2.5 2.0 2.5 0.00% DEPARTMENT TOTAL 35.5 37.0 42.75 41.25 42.75 0.00% SERVICE LEVEL ADJUSTMENTS CITY MANAGER 1 Full-time regular secretary $27,330 COMMUNITY DEVELOPMENT Fax Machine 1,750 ECONOMIC DEVELOPMENT Part-time intern 10,085Tech Expo/Economic Outlook Conference sponsorship/booths 1,500 Business Park Brochure and Follow-up Marketing 25,000 $65,665 DEBT SERVICE FUND The City's basic debt management policies are explained in the Financial Policy Statements, included in the appendix to this document. The City continues to review its debt management policies and to address the particular concerns and needs of the citizens. The City strives to issue debt only to meet capital needs. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. State law in Texas sets the maximum ad valorem tax rate for a home rule city, such as College Station, at $2.50 per $100 dollars valuation, including all obligations of the city. The City of College Station’s approved ad valorem tax rate is 47.77 cents/$100 valuation. Current policy is to maintain at least 15% of annual appropriated expenditures and any associated fees as the Debt Service Fund balance at fiscal year end. The fund is in compliance with that policy. The most recent debt issues of the City of College Station have earned ratings* from Moody's and Standard & Poor's as follows: Bond Type Standard & Poor's Moody's General Obligation AA-Aa3 Utility Revenue AA-A1 Certif. of Oblig.AA-Aa1 Revenues in the Debt Service Fund are anticipated to increase in FY 02 by 7.5% from the FY 01 revised budget, reflecting the increased taxable base in College Station. The debt service portion of the ad valorem tax rate is approved at 29.31 cents per $100 valuation for FY 02. This is an increase of 3 cents over the FY 01 tax rate. This increase is to fund the debt service associated with approximately $9 million in street capital projects. In the fall of 1998, the citizens of College Station approved $24.24 million in future bond authorization for streets, traffic, fire stations, land acquisition, parks and drainage improvements. Current analysis of the debt requirements in the future shows that the City will have enough debt capacity to issue all of the authorized bonds without a tax increase. In FY 02, it is estimated that $7.42 million of the 1998 authorization will be issued. The 2002 GOBs will be used as follows: · $4,694,000 for street and traffic projects · $1,810,000 for public facilities and technology projects · $129,000 for park improvements · $785,000 for Greeways acquisition It is also anticipated that the City will issue $11,667,000 of COs. These Certificates are expected to be issued as follows: · $75,000 for Neighborhood Capital Projects · $67,000 for the record storage software project · $225,000 for a pedestrian plaza in the Northgate area · $2,300,000 for capital improvements in the Wolf Pen Creek area · $9,000,000 for the Interim CIP Although not supported by tax debt, $19.9 million in Utility Revenue Bonds (URBs) will also be issued for electric, water, and waste water projects. Revenue bonds are backed by utility charges rather than property taxes. Each year an analysis is done to determine what resources are needed and if refunding and call options are available and in the best interest of the City. It is not anticipated that any bonds will be called in FY 02. The following section contains a schedule of requirements and a summary of requirements for all General Obligation Bonds and Certificates of Obligation. The detailed information for each individual GOB and CO is found in Appendix J. The schedule of requirements and the individual detailed information for all Utility Revenue Bonds are also found in Appendix J. * The ratings are standard ratings of Moody’s and S&P. The highest rating available on S&P is AAA and the lowest “investment grade” debt issue is BBB. In contrast, Moody’s highest rating is Aaa and the lowest “investment grading" is Bbb. CITY OF COLLEGE STATION DEBT SERVICE FUND FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY 01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 02 BEGINNING BALANCE 3,478,862$ 4,219,960$ 4,219,960$ 3,535,122$ 3,535,122$ REVENUES ADVALOREM TAXES, ETC.5,546,863$ 6,064,612$ 6,064,612$ 6,518,733$ 7,265,601$ 20% INVESTMENT EARNINGS 397,162 350,000 375,000 350,000 350,000 0% OTHER 0 0 0 0 N/A TRANSFERS 380,000 697,052 697,052 1,023,410 1,023,410 47% REFUNDING 0 0 0 0 0 N/A TOTAL REVENUES 6,324,025$ 7,111,664$ 7,136,664$ 7,892,143$ 8,639,011$ 21% TOTAL FUNDS AVAILABLE 9,802,887$ 11,331,624$ 11,356,624$ 11,427,265$ 12,174,133$ 0% EXPENDITURES AND TRANSFERS GENERAL OBLIGATION BONDS 4,284,750$ 5,660,021$ 5,660,021$ 6,262,117$ 6,262,117$ 11% CERTIFICATES OF OBLIGATION 1,290,161 2,133,981 2,133,981 2,786,146 2,786,146 31% AGENTS FEES, OTHER COSTS 8,016 25,000 25,000 15,000 15,000 -40% OTHER 0 0 2,500 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 5,582,927$ 7,819,002$ 7,821,502$ 9,063,263$ 9,063,263$ 16% INCREASE (DECREASE) FUND BALANCE 741,098$ (707,338)$ (684,838)$ (1,171,120)$ (424,252)$ -40% ENDING FUND BALANCE 4,219,960$ 3,512,622$ 3,535,122$ 2,364,002$ 3,110,870$ -11% DEBT SERVICE FUND - SOURCES Property Tax 85% Transfers 12%Investment Earnings 5% DEBT SERVICE FUND - USES G.O. Bonds 69.1% Certificates of Obligation 30.7% Fees 0.2% DEBT SERVICE SUMMARY OF REQUIREMENTS GENERAL OBLIGATION BONDS ALL SERIES FY 2001-2002 Issue Principal Interest Total G.O.B. Series 1991 225,000 75,463 300,463 G.O.B. Series 1994 300,000 200,900 500,900 G.O.B. Series 1995 250,000 198,675 448,675 G.O.B. Series 1996 875,000 405,490 1,280,490 G.O.B. Series 1998 240,000 290,756 530,756 G.O.B. Series 1999 250,000 254,818 504,818 G.O.B. Series 2000 675,000 422,955 1,097,955 G.O.B. Series 2001 1,340,000 151,545 1,491,545 TOTAL 4,155,000$ 2,000,602$ 6,155,602$ DEBT SERVICE SCHEDULE OF REQUIREMENTS GENERAL OBLIGATION BONDS ALL SERIES FISCAL YEAR PRINCIPAL INTEREST TOTAL DUE EACH YEAR OUTSTANDING AS OF OCTOBER 1 FY 02 4,155,000 2,000,602 6,155,602 40,150,000 FY 03 2,590,000 1,788,749 4,378,749 35,995,000 FY 04 2,680,000 1,644,196 4,324,196 33,405,000 FY 05 2,250,000 1,507,599 3,757,599 30,725,000 FY 06 2,075,000 1,397,761 3,472,761 28,475,000 FY 07 2,170,000 1,295,059 3,465,059 26,400,000 FY 08 2,240,000 1,186,763 3,426,763 24,230,000 FY 09 2,600,000 1,071,130 3,671,130 21,990,000 FY 10 2,470,000 948,683 3,418,683 19,390,000 FY 11 2,560,000 820,548 3,380,548 16,920,000 FY 12 2,395,000 687,571 3,082,571 14,360,000 FY 13 2,490,000 556,681 3,046,681 11,965,000 FY 14 2,240,000 435,958 2,675,958 9,475,000 FY 15 2,075,000 325,309 2,400,309 7,235,000 FY 16 2,185,000 214,882 2,399,882 5,160,000 FY 17 2,310,000 90,744 2,400,744 2,975,000 FY 18 665,000 18,288 683,288 665,000 G.O.B. PRINCIPAL & INTEREST 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 FY 02FY 03FY 04FY 05FY 06FY 07FY 08FY 09FY 10FY 11FY 12FY 13FY 14FY 15FY 16FY 17FY 18PRINCIPAL INTEREST DEBT SERVICE SUMMARY OF REQUIREMENTS CERTIFICATES OF OBLIGATION ALL SERIES FY 2001-2002 ISSUE - PRINCIPAL GENERAL FUND ASSOCIATED CONF. CENTER ASSOCIATED TOTAL C.O. Series 1998 0 215,000 215,000 C.O. Series 1999 250,000 0 250,000 C.O. Series 2000 335,000 0 335,000 C.O. Series 2000 A 510,000 0 510,000 C.O. Series 2001*485,000 0 485,000 TOTAL PRINCIPAL 1,580,000$ 215,000$ 1,795,000$ ISSUE - INTEREST C.O. Series 1998 0 262,905 262,905 C.O. Series 1999 4,688 0 4,688 C.O. Series 2000 201,601 0 201,601 C.O. Series 2000 A 404,540 0 404,540 C.O. Series 2001*143,886 0 143,886 TOTAL INTEREST 754,715$ 262,905$ 1,017,620$ TOTAL PAYMENT 2,334,715$ 477,905$ 2,812,620$ * This amount is subject to change based on the actual issuance and interest rate. DEBT SERVICE SCHEDULE OF REQUIREMENTS CERTIFICATES OF OBLIGATION ALL SERIES FISCAL YEAR PRINCIPAL INTEREST TOTAL DUE EACH YEAR OUTSTANDING AS OF OCTOBER 1 FY 02 1,795,000 1,017,620 2,812,620 20,595,000 FY 03 1,535,000 930,029 2,465,029 15,355,000 FY 04 1,590,000 845,810 2,435,810 14,160,000 FY 05 1,670,000 759,185 2,429,185 12,910,000 FY 06 1,105,000 687,421 1,792,421 11,585,000 FY 07 740,000 642,125 1,382,125 10,610,000 FY 08 780,000 606,134 1,386,134 10,010,000 FY 09 815,000 567,901 1,382,901 9,375,000 FY 10 870,000 526,883 1,396,883 8,715,000 FY 11 910,000 483,001 1,393,001 8,010,000 FY 12 955,000 436,375 1,391,375 7,270,000 FY 13 1,010,000 386,588 1,396,588 6,495,000 FY 14 1,070,000 333,211 1,403,211 5,675,000 FY 15 1,130,000 276,080 1,406,080 4,810,000 FY 16 1,190,000 215,343 1,405,343 3,895,000 FY 17 1,260,000 150,693 1,410,693 2,935,000 FY 18 855,000 94,153 949,153 1,915,000 FY 19 640,000 53,725 693,725 1,315,000 FY 20 675,000 18,225 693,225 675,000 FY 21 0 0 0 0 C.O. PRINCIPAL & INTEREST 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 FY 02FY 03FY 04FY 05FY 06FY 07FY 08FY 09FY 10FY 11FY 12FY 13FY 14FY 15FY 16FY 17FY 18FY 19FY 20FY 21PRINCIPAL INTEREST PARKS XTRA EDUCATION FUND Established in FY 96, Parks Xtra Education is a joint effort of the City of College Station and the College Station Independent School District (CSISD) to provide community-based education programs. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Registration fees provide the primary funding for the Parks Xtra Education Fund. Revenues are projected to be $60,300 in FY02. Approved program funding for FY 02 is $105,365. These funds include $78,630 to cover the cost of instructors, supplies, equipment, and various other program-related expenses. The remaining $26,735 is allocated for the payment of half the salary and benefits associated with the position responsible for administering the program. CITY OF COLLEGE STATION PARKS XTRA EDUCATION FUND SUMMARY FY 01 F 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 BEGINNING FUND BALANCE 91,811$ 82,064$ 82,064$ 66,216$ 66,216$ REVENUES XTRA EDUCATION REVENUES 53,886$ 61,800$ 53,450$ 55,100$ 55,100$ (10.84%) INVESTMENT EARNINGS 4,158 4,000 5,055 5,200 5,200 30.00% OTHER 1,883 0 0 0 0 N/A TOTAL REVENUES 59,927$ 65,800$ 58,505$ 60,300$ 60,300$ (8.36%) TOTAL FUNDS AVAILABLE 151,738 147,864$ 140,569$ 126,516$ 126,516$ (14.44%) EXPENDITURES XTRA EDUCATION PROGRAMS 47,274$ 77,050$ 50,000$ 78,630$ 78,630$ 2.05% CONTINGENCY 0 0 0 0 0 N/A TRANSFERS 22,400 24,353 24,353 26,735 26,735 9.78% TOTAL EXPENDITURES 69,674$ 101,403$ 74,353$ 105,365$ 105,365$ 3.91% INCREASE (DECREASE) IN FUND BALANCE (9,747)$ (35,603)$ (15,848)$ (45,065)$ (45,065)$ ENDING FUND BALANCE 82,064$ 46,461$ 66,216$ 21,151$ 21,151$ PARKS XTRA EDUCATION - SOURCES Xtra Education Programs 91% Investment Earnings 9% PARKS XTRA EDUCATION - USES Xtra Education Programs 75% Transfers 25% CITY OF COLLEGE STATION PARKS XTRA EDUCATION DIVISION SUMMARY 10/31/2001 14:20 EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY99-00 FY 00-01 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 PARKS XTRA EDUCATION 47,273$ 77,050$ 50,000$ 78,630$ 78,630$ 2.05% DIVISION TOTAL 47,273$ 77,050$ 50,000$ 78,630$ 78,630$ 2.05% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY99-00 FY 00-01 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 SALARIES & BENEFITS 0$ 0$ 0$ 0$ 0$ N/A SUPPLIES 9,750 12,000 7,000 12,980 12,980 8.17% MAINTENANCE 0 0 0 0 0 N/A PURCHASED SERVICES 37,523 65,050 43,000 65,650 65,650 0.92% CAPITAL OUTLAY 0 0 0 0 0 N/A DIVISION TOTAL 47,273$ 77,050$ 50,000$ 78,630$ 78,630$ 2.05% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 98-99 FY 99-00 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 PARKS XTRA EDUCATION 0.0 0.0 0.0 0.0 0.0 N/A DIVISION TOTAL 0.0 0.0 0.0 0.0 0.0 N/A This is the fourth year to include the Economic Development Fund in the budget document. The purpose of this fund is to account for all funds that are to be used for business attraction and retention. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Revenues for the Economic Development Fund will be collected from the Electric, Water, Wastewater, and Sanitation Funds. The contributions from these funds will total $250,000. Investment earnings of approximately $43,600 are also anticipated in FY 02. The Economic Development Funds’ expenditures are comprised of “Cash Assistance” payments to various business prospects. This assistance is aimed at providing prospective businesses with start-up resources and provide existing businesses the opportunity to expand their operations. $900,000 will be available for cash assistance in FY 02. Cash assistance for FY 02 is approved to be allocated as follows: Economic Development Cash Assistance Organization FY 01 FY 02 The Tradition at Northgate $0 $64,518 Development Matching Fund 50,000 50,000 EDC/SCIC Membership 12,500 12,500 Lynntech 0 50,000 Other Projects 11,000 11,000 Future Potential 813,500 711,982 Total $887,000 $900,000 As can be seen from the table above, there is $711,982 available for other economic development prospects and activities. If uncommitted at year end, these funds will contribute to the fund balance carried over from year to year. This flexibility will give the City an opportunity to work with various new and current businesses to ensure that College Station has a diverse and vibrant economy. ECONOMIC DEVELOPMENT FUND CITY OF COLLEGE STATION ECONOMIC DEVELOPMENT FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 02 BEGINNING BALANCE 675,669$ 668,407$ 668,407$ 711,107$ 711,107$ REVENUES OPERATING TRANSFERS GENERAL FUND 0$ 0$ 0$ 0$ 0$ N/A ELECTRIC FUND 214,900 215,000 215,000 215,000 215,000 0% WATER FUND 12,500 12,500 12,500 12,500 12,500 0% SEWER FUND 10,000 10,000 10,000 10,000 10,000 0% SW COLLECTION FUND 12,500 12,500 12,500 12,500 12,500 0% INVESTMENT EARNINGS 31,577 30,400 42,717 43,600 43,600 OTHER (426)0 0 0 0 N/A TOTAL REVENUES 281,051$ 280,400$ 292,717$ 293,600$ 293,600$ 5% TOTAL FUNDS AVAILABLE 956,720$ 948,807$ 961,124$ 1,004,707$ 1,004,707$ 6% EXPENDITURES AND TRANSFERS CASH ASSISTANCE 280,438$ 887,000$ 250,017$ 900,000$ 900,000$ 1% OTHER 0 0 0 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 280,438$ 887,000$ 250,017$ 900,000$ 900,000$ 1% INCREASE (DECREASE) FUND BALANCE 613$ #######42,700$ (606,400)$ (606,400)$ GAAP ADJUSTMENT (7,875) ENDING FUND BALANCE 668,407$ 61,807$ 711,107$ 104,707$ 104,707$ ECONOMIC DEVELOPMENT FUND - SOURCES Investment Earnings 15% Operatin g Transfers ECONOMIC DEVELOPMENT FUND - USES Cash Assistance 100% COURT SECURITY FEE FUND In 1999, the State Legislature authorized a Court Security Fee for Municipal Court fines. This fee is paid by those who pay tickets at the College Station Municipal Court. This fee can be used to fund security projects at the Municipal Court facility. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Court Security Fee revenues are $81,100 in FY 02. Total funds available are $174,922. Expenditures of $81,100 are approved in FY02. These expenditures include the salary and benefits associated with the bailiff position at the Municipal Court, as well as other security improvements to the court facility. CITY OF COLLEGE STATION COURT SECURITY FEE FUND SUMMARY FY 01 FY 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 BEGINNING FUND BALANCE 0$ 40,600$ 38,922$ 93,822$ 93,822$ REVENUES COURT SECURITY FEES 44,476$ 41,200$ 72,300$ 74,500$ 74,500$ 81% INVESTMENT INTEREST 1,230 1,000 3,700 6,600 6,600 560% OTHER 0 0 0 0 0 N/A TOTAL REVENUES 45,706$ 42,200$ 76,000$ 81,100$ 81,100$ 92% EXPENDITURES COURT SECURITY PROJECTS 0$ 61,000$ 0$ 15,000$ 15,000$ -75% GEN/ADMIN TRANSFER 6,784 20,000 21,100 66,100 66,100 TOTAL EXPENDITURES 6,784$ 81,000$ 21,100$ 81,100$ 81,100$ 0% INCREASE (DECREASE) IN FUND BALANCE 38,922$ (38,800)$ 54,900$ 0$ 0$ ENDING FUND BALANCE 38,922$ 1,800$ 93,822$ 93,822$ 93,822$ COURT SECURITY FEE FUND - SOURCES Investment Interest 8% Court Security Fees 92% COURT SECURITY FEE FUND - USES Court Security Projects 18% General/ Admin. Transfer 82% COURT TECHNOLOGY FEE FUND In 1999, the State Legislature authorized a Court Technology Fee for Municipal Court fines. This fee is paid by those who pay tickets at the College Station Municipal Court. This fee can be used to fund technology projects at the Municipal Court facility. Projects could include enhancements and improvements to the computer systems at the Municipal Court and other improvements that involve technology. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Court Technology Fee revenues are $109,800 in FY 02. Total funds available are $194,030. An approved appropriation of $192,000 is included in the budget. This will be used for technology projects in the Municipal Court. CITY OF COLLEGE STATION COURT TECHNOLOGY FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 02 BEGINNING FUND BALANCE 0$ 50,800$ 61,430$ 84,230$ 84,230$ REVENUES COURT TECHNOLOGY FEES 59,547$ 51,500$ 100,000$ 103,000$ 103,000$ 100% INVESTMENT INTEREST 1,883 1,200 6,100 6,800 6,800 467% OTHER 0 0 0 0 0 N/A TOTAL REVENUES 61,430$ 52,700$ 106,100$ 109,800$ 109,800$ 108% EXPENDITURES COURT TECHNOLOGY PROJECTS 0$ 100,000$ 83,300$ 192,000$ 192,000$ 92% TOTAL EXPENDITURES 0$ 100,000$ 83,300$ 192,000$ 192,000$ 92% INCREASE (DECREASE) IN FUND BALANCE 61,430$ (47,300)$ 22,800$ (82,200)$ (82,200)$ ENDING FUND BALANCE 61,430$ 3,500$ 84,230$ 2,030$ 2,030$ COURT TECHNOLOGY FEE - SOURCES Interest 6% Court Technology Fees 94% COURT TECHNOLOGY FEE - USES Court Technology Projects 100% POLICE SEIZURE FUND This fund accounts for items received by the City through the Police Department as a result of criminal investigations. These funds are used for one time equipment and other purchases to assist in police activities. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Police Seizure Fund revenues are $1,200 in FY 02. Total funds available are $22,685. Expenditures of $11,000 are approved in FY02. These expenditures are anticipated to be for items to assist in police activities. CITY OF COLLEGE STATION POLICE SEIZURE FUND SUMMARY FY 01 F 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 BEGINNING FUND BALANCE 11,774$ 14,883$ 14,395$ 21,485$ 21,485$ REVENUES POLICE SEIZURE REVENUES 2,411$ (488)$ 0$ 0$ 0$ (100.00%) INVESTMENT EARNINGS 805 0 1,175 1,200$ 1,200 N/A OTHER 3,788 0 5,965 0 0 N/A TOTAL REVENUES 7,004$ (488)$ 7,140$ 1,200$ 1,200$ (345.90%) TOTAL FUNDS AVAILABLE 18,778 14,395$ 21,535$ 22,685$ 22,685$ 57.59% EXPENDITURES POLICE SEIZURE PROGRAMS 3,895$ 0$ 50$ 11,000$ 11,000$ N/A CONTINGENCY 0 0 0 0 0 N/A TRANSFERS 0 0 0 0 0 N/A TOTAL EXPENDITURES 3,895$ 0$ 50$ 11,000$ 11,000$ N/A INCREASE (DECREASE) IN FUND BALANCE 3,109$ (488)$ 7,090$ (9,800)$ (9,800)$ ENDING FUND BALANCE 14,883$ 14,395$ 21,485$ 11,685$ 11,685$ POLICE SEIZURE - SOURCES Investment Earnings 100% POLICE SEIZURE - USES Police Seizure Programs 100% GENERAL GOVERNMENT CAPITAL PROJECTS BUDGET The City of College Station develops and adopts a five-year Capital Improvements Program. The program is updated annually and presented for City Council review as a part of the annual budget process. The list consolidates all anticipated capital needs for which funding authorization exists. The list is divided into several sections depending on the services provided and the funding source. The City operates under the laws of the State of Texas and the City of College Station's Home Rule Charter. The City has legal authority to issue general obligation debt only after a positive vote of the citizens. General Obligation (GO) debt is debt that obligates the City to repay the issue with ad valorem tax revenues. The City uses GO debt for the acquisition and development of parks and recreation facilities, rights-of-way and construction of arterial streets, reconstruction of major arterial streets, and for public buildings such as City offices, libraries, swimming pools and other general use facilities. An election held in November of 1998 granted the City the authority to issue $24,240,000. $4.1 million is planned to be issued in FY 01 with an additional $7.4 million planned for issuance in FY 02. The City has authority, and City Council policies allow for the use of non-voter authorized debt issuance such as certificates of obligation, contract obligations and other instruments (generally referred to as CO's). The policy authorized by the City Council allows the City to use such instruments for capital items such as the following: ·The purchase and replacement of major computer systems and other technology-based items that have useful lives of not more than 10 years. ·The purchase and replacement of major equipment items such as fire fighting equipment. The City has developed policies and procedures to provide almost all of this equipment without issuing debt. ·The purchase of land and development of land for economic development uses. In FY 01, the City issued $3.65 million in CO debt for street, technology, parks, business park, and other projects. In FY 02, the City anticipates issuing a total of $11,667,000 for various projects. $9,000,000 of this amount will be issued to cover expenses associate with the transportation relate projects that comprise the Interim CIP. $2,300,000 will be issued to cover various capital improvement projects in the Wolf Pen Creek area. These funds will be used for capital projects without GO or other designated funding sources. The other type of debt that the City will generally use is revenue bonds. Revenue bonds are issued any time there is a need for financing capital construction or acquisition. It is also used when the asset will reside in one or more of the City's enterprise funds, such as the Northgate Parking Fund. Generally, revenue bonds do not require voter approval. Capital projects often result in assets that require continuing maintenance and repair. Some also reduce existing maintenance and repair costs. Among the decisions and proposals that accompany capital project recommendations is an analysis of potential ongoing costs. The 1998 bond elections provided funding authorization for a range of capital projects. These projects included street extensions and reconstruction, traffic projects, as well as parks development and parkland acquisition. Improvements to Fire Station #2, along with a new fire station (Fire Station #5), were authorized. Funds were also authorized for the acquisition of land for a new cemetery site, City Center and to increase greenway /floodplain areas. The City will continue those authorized projects in accordance with a five-year CIP plan. With the bond election, citizens were told that the capital projects could be accomplished without increasing the ad valorem tax rate for debt service. However, it was anticipated that the ad valorem tax rate could be increased to pay for expanded operations for projects including Veteran's Park and Fire Station #5. In FY 02, an ad valorem tax increase of 4.84 cents per $100 valuation has been approved. Of this increase, 1.84 cents was needed to pay projected operating and maintenance expenses associated with Veteran’s Park and Fire Station #5. STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL PROJECTS Street Rehabilitation Projects In FY 02, several rehabilitation projects are approved. These include: $446,000 to complete the Tarrow Street rehabilitation project and $789,250 to begin the First and Maple Street rehabilitation project in Northgate. Also, $780,000 is included for street rehabilitation projects. Street Extension Projects Street extension projects approved include include: $2,029,000 for the extension of Jones Butler Road, $400,000 for widening George Bush Dr. from Texas Avenue to Harvey Road, $739,000 for Oversized Participation on Victoria, $1,956,000 for the extension of Longmire. Additionally, four transportation related projects were approved for FY 02. These projects include $4,369,000 for widening Greens Prairie Road, $3,600,000 to continue extending Dartmouth, $247,000 for design associated with widening University Drive, and $675,000 to design the Barron Road Overpass. These transportation projects were approved a part of the Interim CIP or group of capital improvement projects not included in the 5 year CIP program but identified as high priority. An ad valorem tax increase of 3 cents per $100 valuation was necessary to incur the debt to cover to cost of these high priority projects. All of these street projects should address some of the traffic issues that have been highlighted in the citizen survey and other feedback received from College Station citizens. Street TxDOT Projects In FY 02, $350,000 is projected for medians along George Bush Drive. TxDOT timing on this project will determine when these expenditures will be made. The City pays 10% of right-of-way costs, and also pays for any enhancements, such as the application of any streetscape standards desired in the project. Traffic Projects In FY 02, there is a approved budget of $538,000 for traffic signal enhancements. Improvements considered include new signal installations, implementation of intelligent transportation systems, school warning devices, system upgrades, communication enhancements, development driven signal issues and traffic engineering. Signal locations will be determined by traffic studies. Additionally, $182,000 is approved for traffic management improvement. Intersections that may be addressed will be determine according traffic study. Sidewalks and Trails Projects The City of College Station has worked over the years to ensure adequate transportation infrastructure for pedestrians and bicyclists. The City has an adopted sidewalk and bike loop plan. As new development occurs, sidewalks are an important aspect that must be considered. In FY 02, two capital projects are approved: $75,000 for neighborhood capital improvements and $29,250 to convert J&D Miller Park sidewalk to a rubberized jogging track. PARKS CAPITAL PROJECTS In FY 02 several significant capital projects are approved. Included in the list are: $1,325,000 to begin construction of the Veteran Park Athletic Complex and $398,000 to continue development of Lick Creek Park. PARKLAND DEDICATION CAPITAL PROJECTS In FY 02, projects approved using parkland dedication funds include $512,000 for Woodway Park development, $62,000 for a park in the Shenandoah neighborhood and $136,560 for Wolf Pen Creek area parks projects. Additionally, land acquisition for a park in the Northgate area is slated to begin in FY 02. GENERAL GOVERNMENT AND CAPITAL EQUIPMENT CAPITAL PROJECTS General government and capital equipment projects are planned assets that have value to more than one specific area of City operations. Two main divisions within this category are public facilities and technology projects. In FY 02, significant projects include: $250,000 to begin development for Fire Station # 5; $100,000 for the next phase of the fiber optic loop project; $2,950,000 for the construction of a new Municipal Court/Fire Administration building and $129,948 (raised from private donations) for the purchase of Library books, equipment, and furniture. Each year the City prepares a technology plan that projects significant technology projects for the next 5 years. The following are some of the key projects on that plan. Approved technology projects in FY 02 include $1,291,000 for the replacement of the City’s Public Safety Computer System. The Public Safety System is used to collect and maintain public safety information so that it can be quickly retrieved and analyzed. The new system will be utilized by both the Police and Fire Departments and will replace the current Public Safety System. Also in the FY 02 budget is $67,000 for the third year of the record storage project with an estimated total cost of $326,000. The record storage project is designed to find ways to store many of the records in the City electronically. This should result in a reduced need to keep paper copies of many records. Also, $107,000 is an approved expense to complete the implementation of the Automated Utility Billing and Citation Payment System, which has total cost estimate of $207,000. This system will allow citizens to pay utility bills and other city relate fees and fines via the internet. CONVENTION CENTER CAPITAL PROJECTS In FY 02, $4,600,000 is the projected expense for the Convention Center project. This project is the construction of a conference center facility in conjunction with the development of a full service hotel. Of the $4,600,000 in projected expenditures, $3,500,000 will be used for construction of conference center, and $1,100,000 will be used to build associated infrastructure. PARKING GARAGE CAPITAL PROJECTS In FY 02, the city is projected to spend $675,000 to construct a pedestrian plaza in the Northgate area, directly adjacent to the new parking garage. BUSINESS PARK PROJECTS In FY 02, there are two significant business park related projects are approved. These include $225,000 for the design preparation of new class A business center and $898,000 for development of a new class B business center. ADDITIONAL O&M COSTS With the addition of new facilities and infrastructure, additional operations and maintenance costs may be incurred. In the case of infrastructure rehabilitation it is expected that O&M cost will decrease for those areas the project targeted. However, it is difficult to quantify the cost savings of rehabilitation since resources are used elsewhere and not removed from departmental budgets. GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 A BEGINNING FUND BALANCE:7,580,216 13,469,692 13,469,692 ADDITIONAL RESOURCES: GENERAL OBLIGATION BONDS 6,080,000 4,694,000 1,500,000 CERTIFICATES OF OBLIGATIONS 2,486,360 75,000 75,000 INTERGOVERNMENTAL 18,180 0 1,126,914 INTRAGOVERNMENTAL 1,008,025 413,000 525,000 INVESTMENT EARNINGS 758,709 75,000 700,000 OTHER 24,116 0 168,773 SUBTOTAL ADDITIONAL RESOURCES 10,375,390$ 5,257,000$ 4,095,687$ TOTAL RESOURCES AVAILABLE 17,955,606$ 18,726,692$ 17,565,379$ STREET REHABILITATION PROJECTS GRAHAM RD UPGRADE PH I ST9515 2,400,000 1,351,307 0 230,023 GRAHAM RD UPGRADE PH II ST0001 1,300,000 9,893 0 1,290,000 N. FOREST PKWY ST9912 500,000 132,057 0 207,940 5 TARROW ST. SOUTH ST0002 464,000 8,350 0 10,000 1 CHERRY STREET IMP ST9913 675,000 29,814 150,000 599,000 * STREET REHAB. ST0003 2,620,500 0 780,000 665,515 EASTGATE STREET REHAB Ph I, II SS9903 113,000 0 0 114,485 2 CHURCH STREET REHAB. ST0004 756,000 52,943 165,000 703,057 7 NORTHGATE STREET REHAB ST0209 82,075 0 0 0 7 FIRST & MAPLE STREET REHAB ST0201 789,250 0 0 0 CLOSED PROJECTS 428,122 0 0 SUBTOTAL 2,012,486$ 1,095,000$ 3,820,020$ STREET EXTENSION PROJECTS * JONES-BUTLER RD PH II ST0005 2,036,000 6,820 1,843,000 0 3 GEORGE BUSH E. WIDENING ST9804 1,490,000 394,494 0 705,000 4 GEORGE BUSH EAST EXT. ST9916 1,735,000 30,556 0 1,502,000 * ROCK PRAIRIE RD REALIGN ST9923 832,000 25,356 0 803,000 OVERSIZED STREETS ST9801 599,000 0 0 0 * VICTORIA OP ST9928 894,000 66 397,000 155,000 * BARRON ROAD ROW ST0006 316,000 5,131 0 0 LONGMIRE EXTENSION ST0007 455,000 8,086 0 447,000 * LONGMIRE PH I & II ROW ST0100 2,594,000 505 387,000 644,000 DARTMOUTH EXTENSION ST0008 635,000 19,675 0 615,000 GREENS PRAIRIE RD. WIDENING TBD 4,639,000 0 0 0 DARTMOUTH EXTENSION SOUTH TBD 3,600,000 0 0 0 UNIVERSITY DR. WIDENING DSN TBD 247,000 0 0 0 BARRON ROAD OVERPASS DSN TBD 675,000 0 0 0 CLOSED PROJECTS 505 0 0 SUBTOTAL 491,194$ 2,627,000$ 4,871,000$ STREET TXDOT PROJECTS TEXAS AVE. R.O.W. PH II ST9820 371,000 94,500 0 164,500 TX AVE STREETSCAPE PH II ST9915 500,000 0 0 0 GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 4,894,408 4,894,408 1,651,158 1,206,658 1,256,658 1,306,658 1,356,658 4,694,000 4,694,000 1,500,000 0 0 0 0 9,075,000 9,075,000 75,000 0 0 0 0 0 272,000 0 0 0 0 0 871,325 871,325 0 0 0 0 0 250,000 250,000 100,000 50,000 50,000 50,000 50,000 0 0 75,000 75,000 75,000 75,000 75,000 14,890,325$ 15,162,325$ 1,750,000$ 125,000$ 125,000$ 125,000$ 125,000$ 19,784,733$ 20,056,733$ 3,401,158$ 1,331,658$ 1,381,658$ 1,431,658$ 1,481,658$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 446,000 0 0 0 0 0 0 0 0 0 0 0 0 780,000 780,000 780,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 82,075 82,075 0 0 0 0 0 789,250 789,250 0 0 0 0 0 0 0 0 0 0 0 0 1,651,325$ 2,097,325$ 780,000$ 0$ 0$ 0$ 0$ 0 2,029,000 0 0 0 0 0 0 400,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 497,000 739,000 0 0 0 0 0 0 311,000 0 0 0 0 0 0 0 0 0 0 0 0 0 1,950,000 0 0 0 0 0 0 0 0 0 0 0 0 4,639,000 4,639,000 0 0 0 0 0 3,600,000 3,600,000 0 0 0 0 0 247,000 247,000 0 0 0 0 0 675,000 675,000 0 0 0 0 0 0 0 0 0 0 0 0 9,658,000$ 14,590,000$ 0$ 0$ 0$ 0$ 0$ 00000 0 0 0 0 500,000 0 0 0 0 GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 A STATE HIGHWAY 40 ROW ST0009 260,000 0 0 260,000 STREETSCAPE FOR UNIV. DR. ST0010 150,000 146,660 0 3,000 GEORGE BUSH DRIVE MEDIANS ST0102 350,000 0 350,000 0 SUBTOTAL 241,160$ 350,000$ 427,500$ TRAFFIC PROJECTS * TRAFFIC MGMT. IMPROVE. ST0011 728,000 20,000 182,000 0 TRAFFIC SIGNAL ENHAN. ST9511 3,463,229 5,194 538,000 0 TRAFFIC SIGNAL MISC ENG.. ST9903 0 5,245 0 0 LONE STAR PAVILION SIG. ST9704 100,000 30,297 0 52,000 DARTMOUTH/HOLLE. SIGNAL ST9807 105,000 54,067 0 6,697 DARTMOUTH/SWP SIGNAL ST9808 105,000 63,652 0 0 MONARCH SYSTEM ST9809 100,000 76,325 0 0 GEORGE BUSH/OLSEN SIGNAL ST9814 100,000 1,205 0 0 TX AVE SIGNAL OPTIMIZATION ST9921 12,000 1,320 0 0 UNIVERSITY DR. OPTIMIZATION ST0022 20,000 6,200 0 11,500 TIMBER SIGNAL POLES REPL ST9922 10,000 19,986 0 0 ENFORCEMENT LIGHTS ST0014 12,000 4,458 0 0 LONGMIRE @ ROCK PRAIRIE ST0015 130,000 10,527 0 126,492 ROCK PRA @ WELSH/VICTORIA ST0016 115,000 10,065 0 149,614 TEXAS @ MANUAL DR. ST0017 100,000 2,280 0 97,720 DISCOVERY @ RAYMOND STOT. ST0018 100,000 11,540 0 71,856 LONGMIRE @ DEACON ST0019 100,000 9,563 0 84,789 GLADE @ HOLLEMAN ST0020 100,000 12,031 0 79,472 ROCK PRAIRIE @ HWY 6 MODIF. ST0021 50,000 5,287 0 66,468 UNIVERSITY @ POLO RD ST0024 120,000 6,121 0 91,196 UPGRADE TRAFFIC CONTROL ST0026 71,000 70,647 0 70,647 HOLLEMAN WIDENING TBD 112,000 0 0 112,000 FIRE EMERGENCY PREMPTION ST9810 120,000 0 0 120,000 + CLOSED PROJECTS 655 0 0 SUBTOTAL 426,665$ 720,000$ 1,140,451$ SIDEWALKS & TRAILS MISC SIDEWALKS & TRAILS ST9510 830,000 26,615 0 501,000 J&D MILLER PARK SIDEWALK/TRAIL ST0200 29,250 0 0 0 NEIGHBORHOOD/STREETSCAPE ST9802 54,800 0 0 20,000 BIKE LOOP ST9409 1,348,000 145,513 0 1,048,000 MISC. BIKE TRAILS ST9803 180,000 0 0 180,000 TAMU SIDEWALKS ST9924 90,000 46 0 200,000 6 LINCOLN / UNI. SIDEWALKS CD1275 98,000 7,279 98,000 98,000 NEIGHBORHOOD CIP ST0012 50,000 57,093 75,000 75,000 GATEWAY SIGN IMPROVEMENTS ST0013 55,000 38,352 0 0 DEVONSHIRE GATEWAY ST0023 3,500 3,609 0 0 SPRINGBROOK GATEWAY ST0025 7,500 3,750 0 0 CLOSED PROJECTS 0 0 0 SUBTOTAL 282,257$ 173,000$ 2,122,000$ GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 350,000 0 0 0 0 0 0$ 350,000$ 500,000$ 0$ 0$ 0$ 0$ 182,000 182,000 182,000 0 0 0 0 538,000 532,000 538,000 0 0 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 00000 0 0 0 0 0 0 0 0 0 720,000$ 714,000$ 720,000$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 29,250 29,250 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 75,000 75,000 75,000 75,000 75,000 75,000 75,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 104,250$ 104,250$ 75,000$ 75,000$ 75,000$ 75,000$ 75,000$ GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 A MISCELLANEOUS 2,350$ 0$ 0$ TRANSFER OUT 383,000 0 0 RAIL STUDY 35,200 0 0 DEAN INTERNATIONAL 240,000 0 0 CLAIMS PAID 0 0 0 DEBT ISSUANCE COSTS 64,644 45,000 45,000 GENERAL & ADMIN. CHARGES 200,000 245,000 245,000 TOTAL EXPENDITURES 4,378,956$ 5,255,000$ 12,670,971$ GAAP 109,788 ENDING FUND BALANCE:13,469,692$ 13,471,692$ 4,894,408$ Notes: 1 - Cherry Street project will be funded through CDBG. 2 - Church Street project - 376,000 from Street Rehab, $465,000 from Community Development. 3 - George Bush East includes $600,000 thoroughfare funds and $890,000 GOB. * - Indicates projects funded through November 1998 G.O. Bond Authorization 4 - Partial funding from WPC TIF Fund 5 - Tarrow Street funding includes $272,000 from a grant. 6- Lincoln Sidewalk funded entirely through CD, $98,000 7-Northgate Street Rehab funded from CD Funds. GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 240,000 240,000 0 0 0 0 0 0 0 0 0 0 0 0 50,000 50,000 19,500 0 0 0 0 260,000 260,000 100,000 0 0 0 0 12,683,575$ 18,405,575$ 2,194,500$ 75,000$ 75,000$ 75,000$ 75,000$ 7,101,158$ 1,651,158$ 1,206,658$ 1,256,658$ 1,306,658$ 1,356,658$ 1,406,658$ GENERAL GOVERNMENT PARKS PROJECTS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 BEGINNING FUND BALANCE:597,656$ 1,723,697$ 1,723,697$ ADDITIONAL RESOURCES: GENERAL OBLIGATION BONDS 1,570,000$ 1,411,000$ 2,140,000$ CERTIFICATES OF OBLIGATIONS 739,680 0 865,000 INTERGOVERNMENTAL 0 0 0 INTRAGOVERNEMENTAL 0 0 90,000 INVESTMENT EARNINGS 103,696 60,000 100,000 OTHER 45,880 0 50,000 SUBTOTAL ADDITIONAL RESOURCES 2,459,256$ 1,471,000$ 3,245,000$ TOTAL RESOURCES AVAILABLE 3,056,912$ 3,194,697$ 4,968,697$ PARK PROJECTS L. WAYNE SMITH PARK PH. II PK0064 49,000 39,482 0 0 EASTGATE PARK IMPR. PK9308 60,000 25,483 0 0 TEEN CENTER PK9807 400,000 3,336 0 0 * CENTRAL PARK IRRIGATION PK0065 49,000 21,220 0 0 BILLIE MADELEY PARK DEV. PK9706 55,000 0 0 0 * WEST DIST. MAINT. SHOP PK9927 501,000 109,341 143,000 330,760 * LEMONTREE PARK IMPR. PK0066 22,000 14,421 0 7,541 * OAKS PARK IMPR. PK0067 28,000 0 0 28,000 * RAINTREE PARK IMPR. PK0068 44,000 1,085 0 28,000 * THOMAS PARK IMPR. PK9931 126,000 57,139 0 30,938 * LICK CREEK DEVELOPMENT PK0069 423,000 804 25,000 25,000 LICK CREEK PARK PK9952 35,000 6,895 0 20,577 ADAMSON POOL RENOVATION PK0070, PK9936 809,100 766,968 0 0 * HALLARAN POOL IMPR. PK0072 28,000 27,233 0 0 * COMMUNITY PARK LAND ACQ. PK9948 520,000 1,147 520,000 519,000 * REGIONAL ATHL PARK DEV PK9941 2,985,000 40,321 1,620,000 1,620,000 * SOUTHWOOD PARK IMPR. PK0076 169,000 62,183 0 0 1 EDELWEISS PARK DEVELOP PK9804 190,000 99,533 0 0 ROLLER HOCKEY RINK/SKATE PARK PK0073 162,000 0 0 0 * SPRING LOOP PARK DEVELOP TBD 109,000 0 0 0 * BRISON PARK IMPR. PK0100 54,000 0 54,000 54,000 * BROTHERS POND PARK IMPR PK0084 32,000 1,120 0 30,880 * CENTRAL PARK IMPR. PK0101 17,000 0 17,000 17,000 * GABBARD PARK IMPR. PK0102 66,000 0 66,000 66,000 * MERRY OAKS IMPR. PK0103 37,000 0 37,000 37,000 * THOMAS POOL IMPR. PK0104 19,000 0 19,000 0 * BEE CREEK LIGHTS TBD 68,000 0 0 0 LINCOLN CENTER ENTRY EXPAN CD1292 90,000 0 0 90,000 GENERAL GOVERNMENT PARKS PROJECTS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 2,004,001$ 2,004,001$ 358,001$ 120,001$ 170,001$ 220,001$ 270,001$ 129,000$ 129,000$ 0$ 0$ 0$ 0$ 0$ 0 0 162,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 30,000 30,000 20,000 0 0 0 0 50,000 50,000 50,000 50,000 50,000 50,000 50,000 209,000$ 209,000$ 232,000$ 50,000$ 50,000$ 50,000$ 50,000$ 2,213,001$ 2,213,001$ 590,001$ 170,001$ 220,001$ 270,001$ 320,001$ 0000000 0000000 0000000 0000000 0 48,000 00000 0000000 0000000 0000000 0 0 14,000 0000 0000000 398,000 398,000 00000 0000000 0000000 0000000 0000000 512,000 1,325,000 00000 0 0 107,000 0000 0000000 0 0 162,000 0000 0 0 109,000 0000 0000000 0000000 0000000 0000000 0000000 0 19,000 00000 0 0 68,000 0000 0000000 GENERAL GOVERNMENT PARKS PROJECTS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 CLOSED PROJECTS 58 0 0 DEBT ISSUANCE COST 18,041 17,000 17,000 GENERAL & ADMIN. CHARGES 62,420 43,000 43,000 TOTAL EXPENDITURES 1,358,230$ 2,561,000$ 2,964,696$ GAAP 25,015 ENDING FUND BALANCE:1,723,697$ 633,697$ 2,004,001$ * - FUNDED THROUGH NOVEMBER 1998 G.O. BOND AUTHORIZATION 1 - TOTAL PROJECT BUDGET IS 219,000 WITH 190,000 FUNDED BY GOB 99, WHILE 29,000 FUNDED BY PARKLAND DEDICATION. GENERAL GOVERNMENT PARKS PROJECTS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 0000000 10,000 10,000 00000 55,000 55,000 10,000 0 0 0 0 975,000$ 1,855,000$ 470,000$ 0$ 0$ 0$ 0$ 1,238,001$ 358,001$ 120,001$ 170,001$ 220,001$ 270,001$ 320,001$ GENERAL GOVERNMENT PARKLAND DEDICATION CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 BEGINNING FUND BALANCE:940,204$ 918,454 918,454 ADDITIONAL RESOURCES: CONTRIBUTIONS 75,122$ 0$ 214,321$ INVESTMENT EARNINGS 45,370 35,000 64,305 SUBTOTAL ADDITIONAL RESOURCES 120,492$ 35,000$ 278,626$ TOTAL RESOURCES AVAILABLE 1,060,696$ 953,454$ 1,197,080$ PARKLAND DEDICATION FUND ZONE 1 PARK PK0051 53,000 0 7,000 0 NORTHGATE LINEAR PARK TBD 150,000 0 0 0 ZONE 2 PARK PK0052 9,219 0 9,220 16,000 ZONE 3 (WOLF PEN CREEK) PK0053 134,000 1,000 121,046 0 ZONE 4 PARK PK0054 5,000 0 0 0 ZONE 5 PARK TBD 76,842 0 0 0 EDELWEISS PARK LANDSCAPE PK9707 13,382 0 0 0 1 EDELWEISS PARK DEVELOP PK9804 29,000 29,000 0 0 ZONE 6 PARK PK0056 51,000 0 22,000 0 GABBARD PARK PK0102 12,000 0 12,000 12,000 * WILLOW B. TENNIS COURTS PK0074 125,000 70 0 125,000 ZONE 7 PARK PK0057 400,202 0 0 0 WOODWAY PARK PK9803 512,000 0 468,600 0 ZONE 8 PARK PK0058 612 0 610 610 ZONE 9 PARK PK0059 0 0 0 0 ZONE 10 PARK PK0060 0 0 0 0 SHENANDOAH PARK 62,000 0 60,000 0 ZONE 11 PARK PK0061 0 0 0 0 UNDESIGNATED PARKS PK0063 77,475 0 0 0 CLOSED PROJECTS 93,431 0 0 GENERAL & ADMIN. CHARGES 13,100 14,600 14,600 TOTAL EXPENDITURES 136,601$ 715,076$ 168,210$ GAAP 5,641-$ ENDING FUND BALANCE:918,454$ 238,378$ 1,028,870$ Note: 219,000 WITH 190,000 FUNDED BY GOB 99, WHILE 29,000 FUNDED BY PARKLAND DEDICATION. GENERAL GOVERNMENT PARKLAND DEDICATION CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 1,028,870 1,028,870 75,551 78,551 81,551 84,551 87,551 50,000$ 50,000$ 50,000$ 50,000$ 0$ 0$ 0$ 35,000 35,000 3,000 3,000 3,000 3,000 3,000 85,000$ 85,000$ 53,000$ 53,000$ 3,000$ 3,000$ 3,000$ 1,113,870$ 1,113,870$ 128,551$ 131,551$ 84,551$ 87,551$ 90,551$ 4,691 4,691 0 0 0 0 0 50,000 50,000 50,000 50,000 0 0 0 508 508 0 0 0 0 0 136,560 136,560 0 0 0 0 0 5,441 5,441 0 0 0 0 0 77,668 77,688 0 0 0 0 0 0 0 0 0 0 0 0 0000000 54,875 54,785 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 117,647 117,647 0 0 0 0 0 0 512,000 0 0 0 0 0 44 44 0 0 0 0 0 0 0 0 0 0 0 0 1,955 1,955 0 0 0 0 0 2,000 62,000 0 0 0 0 0 0 0 0 0 0 0 0 0000000 0 0 0 0 0 0 0 0 0 15,000 15,000 0 0 0 0 0 466,389$ 1,038,319$ 50,000$ 50,000$ 0$ 0$ 0$ 647,481$ 75,551$ 78,551$ 81,551$ 84,551$ 87,551$ 90,551$ GENERAL GOVERNMENT FACILITIES AND TECHNOLOGY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE F NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 A BEGINNING FUND BALANCE:954,052$ 2,066,675$ 2,066,675$ ADDITIONAL RESOURCES: GENERAL OBLIGATION BONDS 810,000$ 780,000$ 0$ CERTIFICATES OF OBLIGATIONS 2,166,320 1,843,000 1,843,000 INTRAGOVERNMENTAL 412,500 3,327,000 3,327,000 CONTRIBUTIONS 250 0 0 INVESTMENT EARNINGS 107,610 30,000 100,000 OTHER 858 0 0 SUBTOTAL ADDITIONAL RESOURCES 3,497,538$ 5,980,000$ 5,270,000$ TOTAL RESOURCES AVAILABLE 4,451,590$ 8,046,675$ 7,336,675$ PUBLIC FACILITIES RELOC. FIRE STATION #1 GG9504 935,000 17,369 0 0 LIBRARY BOOK DONATIONS GG9901 291,348 2,157 131,348 1,400 * FIRE STATION # 2 GG9902 1,120,000 86,278 210,000 1,069,000 CITY HALL DECOMPRESSION GG9903 670,000 480,332 0 315,593 * CEMETERY LAND ACQUISITION GG9905 275,000 0 275,000 275,000 * FIRE STATION # 5 TBD 1,567,000 0 0 0 * CITY CENTER LAND ACQUISITION GG0002 1,560,000 29,692 780,000 0 2 MUNICIPAL COURT/FIRE ADMIN BUILDING GG0100 3,120,000 0 3,120,000 170,000 3 LAND PURCHASE GG0004 1,600,000 1,589,357 0 0 SUBTOTAL 2,205,185$ 4,516,348$ 1,830,993$ TECHNOLOGY PROJECTS HUMAN RESOURCES MODULE CO0021 23,033$ 0$ 0$ 23,033$ PUBLIC SAFETY SYSTEM CO0022 1,391,000 0 1,341,000 50,000 AFIX FINGERPRINT SOFTWARE CO0023 25,060 25,159 0 0 RECORDS STORAGE CO0024 326,000 18,822 152,000 152,000 AS400 ENHANCEMENT CO0100 175,000 0 175,000 175,000 FIBER OPTIC LOOP ME9701 400,000 0 300,000 300,000 PBX (PHONE SYSTEM) REPLACEMENT TBD 917,000 0 0 0 AUTOMATED CUSTOMER SERVICE CO0102 207,000 0 207,000 100,000 SUBTOTAL 43,981$ 2,175,000$ 800,033$ DEBT ISSUANCE COSTS 24,371$ 10,100$ 0$ LEGAL FEES 126,318 0 0 TRANSFERS 10,000 0 0 GENERAL & ADMIN. CHARGES 19,300 50,000 50,000 GENERAL GOVERNMENT FACILITIES AND TECHNOLOGY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 4,655,649$ 4,655,649$ 74,201$ 67,101$ 64,601$ 65,101$ 65,601$ 1,810,000$ 1,810,000$ 1,317,000$ 0$ 0$ 0$ 0$ 67,000 67,000 57,000 200,000 0 0 0 0 0 0 917,000 0 0 0 0 0 0 0 0 0 0 75,000 75,000 20,000 7,500 500 500 500 0 0 0 0 0 0 0 1,952,000$ 1,952,000$ 1,394,000$ 1,124,500$ 500$ 500$ 500$ 6,607,649$ 6,607,649$ 1,468,201$ 1,191,601$ 65,101$ 65,601$ 66,101$ 0000000 0 129,948 0000 0000000 0000000 0000000 250,000 250,000 1,317,000 0000 780,000 1,560,000 00000 0 2,950,000 00000 0000000 1,030,000$ -$ 4,889,948$ 1,317,000$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 1,291,000 00000 0000000 67,000 67,000 57,000 0000 0 0 0 200,000 0 0 0 0 100,000 00000 0 0 0 917,000 0 0 0 0 107,000 00000 67,000$ 1,565,000$ 57,000$ 1,117,000$ 0$ 0$ 0$ 23,500$ 23,500$ 17,100$ 0$ 0$ 0$ 0$ 0000000 0000000 55,000 55,000 10,000 10,000 0 0 0 GENERAL GOVERNMENT FACILITIES AND TECHNOLOGY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE F NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 A TOTAL EXPENDITURES 2,429,155$ 6,751,448$ 2,681,026$ GAAP ADJUSTMENT GAAP 44,240$ ENDING FUND BALANCE:2,066,675$ 1,295,227$ 4,655,649$ Notes: * - Funded through November 1998 G.O. Bond Authorization 1 - Total project is 1,600,000 with 1,100,000 funded by Electric fund and 500,000 funded by General government revenues. 2 - Total project of $3,120,000 to be funded as follows: $1,800,000 Electric Fund, $700,000 Water Fund, $250,000 W W Fund and $370,000 Sanitation Fund. GENERAL GOVERNMENT FACILITIES AND TECHNOLOGY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 1,175,500$ 6,533,448$ 1,401,100$ 1,127,000$ 0$ 0$ 0$ 5,432,149$ 74,201$ 67,101$ 64,601$ 65,101$ 65,601$ 66,101$ GENERAL GOVERNMENT CONVENTION CENTER CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE NUMBER AMOUNT FY 99-00 FY00-01 FY 00-01 BEGINNING FUND BALANCE:5,493,908$ 5,728,957$ 5,728,957$ ADDITIONAL RESOURCES: CERTIFICATES OF OBLIGATION 0$ 0$ 0$ INTRAGOVERNMENTAL 0 4,250,000 3,650,000 INVESTMENT EARNINGS 289,433 250,000 250,000 SUBTOTAL ADDITIONAL RESOURCES 289,433$ 4,500,000$ 3,900,000$ TOTAL RESOURCES AVAILABLE 5,783,341$ 10,228,957$ 9,628,957$ PUBLIC FACILITIES CONFERENCE CNTR WPC GG9701 0 36,721 0 0 1 CONFERENCE CNTR HWY 30/60 GG0005 12,000,000 0 314,000 200,000 2 HWY 30/60 INFRASTRUCTURE GG0105 3,650,000 0 3,650,000 0 DEBT SERVICE 0 330,000 330,000 GENERAL & ADMIN CHARGES 54,700 51,700 51,700 TOTAL EXPENDITURES 54,700$ 4,345,700$ 581,700$ GAAP 316 ENDING FUND BALANCE:5,728,957$ 5,883,257$ 9,047,257$ 1 - Convention Center funded through $5,500,000 in Certificates of Obligations, $500,000 from the Electric Fund, and $600,000 from the Hotel Motel Fund. GENERAL GOVERNMENT CONVENTION CENTER CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 9,047,257$ 9,047,257$ 4,567,257$ 1,517,257$ 351,257$ 386,257$ 421,257$ 0$ 0$ 5,400,000$ 0$ 0$ 0$ 0$ 0 0 1,100,000 0000 400,000 400,000 100,000 34,000 35,000 35,000 35,000 400,000$ 400,000$ 6,600,000$ 34,000$ 35,000$ 35,000$ 35,000$ 9,447,257$ 9,447,257$ 11,167,257$ 1,551,257$ 386,257$ 421,257$ 456,257$ 0 000000 3,500,000 3,500,000 7,100,000 1,200,000 0 0 0 0 1,100,000 2,550,000 0 0 0 0 0 230,000 230,000 0 0 0 0 0 50,000 50,000 0 0 0 0 0 3,780,000$ 4,880,000$ 9,650,000$ 1,200,000$ 0$ 0$ 0$ 5,667,257$ 4,567,257$ 1,517,257$ 351,257$ 386,257$ 421,257$ 456,257$ GENERAL GOVERNMENT PARKING GARAGE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE F NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 A BEGINNING FUND BALANCE:(807,602)$ 4,817,534$ 4,817,534$ INTRAGOVERNMENTAL 76,773$ 0$ 0$ CERTIFICATES OF OBLIGATION 6,497,000 390,000 490,000 OTHER 0 0 76,542 INVESTMENT EARNINGS 59,442 286,125 350,000 SUBTOTAL ADDITIONAL RESOURCES 6,633,215$ 676,125$ 916,542$ TOTAL RESOURCES AVAILABLE 5,825,613$ 5,493,659$ 5,734,076$ PUBLIC FACILITIES 1 COLL. MAIN PAIKING GARAGE GGG9706 6,264,000 684,700 4,630,498 4,929,420 2ND STREET PROMENADE ST0030 675,000 371 300,000 0 NORTHGATE PARKING METERS GG0006 100,000 0 100,000 87,900 DEBT SERVICE 0 219,000 219,000 DEBT ISSUANCE COSTS 120,000 84,500 10,000 10,000 GENERAL & ADMIN. CHARGES 0 78,000 78,000 TOTAL EXPENDITURES 769,571$ 5,337,498$ 5,324,320$ GAAP ADJUSTMENT 238,508-$ ENDING FUND BALANCE:4,817,534$ 156,161$ 409,756$ Note: 1 - Certificates of Obligation will be issued to fund the parking garage project. GENERAL GOVERNMENT PARKING GARAGE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 409,756$ 409,756$ (33,944)$ (27,644)$ (22,644)$ (17,644)$ (12,644)$ 225,000$ 225,000$ 0$ 0$ 0$ 0$ 0$ 0 0 0 0000 0 0 0 0000 6,300 6,300 6,300 5,000 5,000 5,000 5,000 231,300$ 231,300$ 6,300$ 5,000$ 5,000$ 5,000$ 5,000$ 641,056$ 641,056$ (27,644)$ (22,644)$ (17,644)$ (12,644)$ (7,644)$ 0000000 375,000 675,000 00000 0000000 0000000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 375,000$ 675,000$ 0$ 0$ 0$ 0$ 0$ 266,056$ (33,944)$ (27,644)$ (22,644)$ (17,644)$ (12,644)$ (7,644)$ GENERAL GOVERNMENT BUSINESS PARK CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACUTAL BUDGET ESTIMATE NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 BEGINNING FUND BALANCE:697,514$ 407,042$ 407,042$ ADDITIONAL RESOURCES: CERTIFICATES OF OBLIGATIONS 260,640$ 200,000$ 200,000$ INTRAGOVERNMENTAL 4,000,000 2,400,000 2,400,000 INVESTMENT EARNINGS 15,737 35,000 35,000 OTHER 213 0 0 SUBTOTAL ADDITIONAL RESOURCES 4,276,590$ 2,635,000$ 2,635,000$ TOTAL RESOURCES AVAILABLE 4,974,104$ 3,042,042$ 3,042,042$ BUSINESS PARK FUND BUSINESS PARK PHASE II & III GG9705 2,050,000 163,621 0 261,866 1 BUSINESS PARK PHASE III GG0001 625,000 575,586 265,000 42,557 2 NEW BUS CENTER A DE0001 7,525,000 3,824,241 125,000 1,125,000 3 NEW BUS CENTER B DE0002 3,500,000 0 1,400,000 83,000 DEBT ISSUANCE COST 3,614 0 0 GENERAL & ADMIN. CHARGES 0 55,000 55,000 TOTAL EXPENDITURES 4,567,062$ 1,845,000$ 1,567,423$ ENDING FUND BALANCE:407,042$ 1,197,042$ 1,474,619$ 1 - Gateway and landscaping for existing business center $200,000 Certificates of Obligation. 2 - New Business Center A - $2,600,000 Electric Fund, $1,400,000 Water Fund, and $1,950,000 Certificates of Obligation. 3 - New Business Center B - $1,560,000 Electric Fund, $840,000 Water Fund, and $1,950,000 Certificates of Obligation. GENERAL GOVERNMENT BUSINESS PARK CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 1,474,619$ 1,474,619$ 316,619$ 414,619$ 24,619$ 35,619$ 46,619$ 0$ 0$ 3,900,000$ 700,000$ 0$ 0$ 0$ 0 0 0 0 0 0 0 35,000 35,000 10,000 10,000 11,000 11,000 11,000 0 0 0 0 0 0 0 35,000$ 35,000$ 3,910,000$ 710,000$ 11,000$ 11,000$ 11,000$ 1,509,619$ 1,509,619$ 4,226,619$ 1,124,619$ 35,619$ 46,619$ 57,619$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 225,000 225,000 2,275,000 0000 0 898,000 1,467,000 1,100,000 0 0 0 0 000000 50,000 70,000 70,000 0 0 0 0 275,000$ 1,193,000$ 3,812,000$ 1,100,000$ 0$ 0$ 0$ 1,234,619$ 316,619$ 414,619$ 24,619$ 35,619$ 46,619$ 57,619$ COMBINED UTILITY FUNDS The combined utility funds account for revenues and expenditures in all of the utility related funds in the City. These include Electric, Water, and Wastewater activities. The Electric, Water and Wastewater Funds are prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Electric Fund revenue is approved to be $44,924,100 in FY 02. This is an increase of 3% over the FY 01 year end estimate. Residential and commercial electricity sales are expected to increase 17% based on customer growth trends, an increase cost to consumer. There are no rate changes in FY 02. FY 02 operating expenditures for the Electric Fund are approved to be $39 million, an increase of 3.25% over the FY 01 year end estimate. Approved operating SLAs totaling $608,674 are included in the approved budget. The FY 02 nonoperating approved base budget expenditures are $7 million. The approved budget also includes a contribution to the Economic Development Corporation of $246,951. Water Fund revenue for FY 02 is estimated to be $9,176,300. This is an increase 1.5% over the FY 01 year end estimate. Customer growth is projected to be between 2-3% based on historical trends, overall economic indicators and population projections; however, weather conditions may impact water consumption. There are no rate changes in FY 02. FY 02 operating expenditures in the Water Fund are projected to be approximately $4.81 million, or an increase of 15% from the FY 01 year end estimate. This increase is due to the number of water capital projects coming online which have led to additional production and distribution capacity. Approved SLAs totaling $278,414 are included in the Water Fund operating budget. The FY 02 approved non-operating budget increases 80% over the FY 01 year-end estimate. This is due to an increase in the level of capital project funding from operating revenue in FY 02. The partial funding of capital projects from existing resources will continue to allow the City to lower future debt service costs. Total Wastewater Fund revenue is projected to be $7,823,000, an increase of 9.6% over the FY 01 year end estimate. Residential and commercial usage is projected to increase by about 3% per year based on historical trends and overall economic indicators. A Wastewater rate increase is approved for FY 02. This increase should generate an additional 7% in Wastewater revenue, with commercial users seeing the most significant increase. The actual rate increase will vary by consumption. Wastewater Fund operating expenditures are projected to be $3,777,225, or an increase of 9% over the FY 01 year end estimate. Approved SLAs totaling $55,000 are included in the approved budget. FY 02 Wastewater Fund nonoperating expenditures are approved to increase .6% from the FY 01 year end estimate to a approved total of $3,895,765. Combined Utility Revenue Bonds are issued to provide for capital expansion and replacements for the various utility services. $4.4million in utility revenue bonds will be issued to cover some of the cost of Electrical capital projects. An estimated $6.3 million of bonds will be issued in FY 02 to fund Water capital projects. The debt service of the several projects will be shared by the regional water agency once it is established. An additional $9 million will be issued to fund Wastewater capital projects. PUBLIC UTILITIES WAREHOUSE ADMINISTRATION TECHNICAL DISPATCH ELECTRICAL ELECTRIC MANAGER ENVIRONMENTAL SERVICES FIELD OPERATIONS PLANT OPERATIONS WATER AND WASTEWATER MANAGER DIRECTOR CITY MANAGER ADMINISTRATION MANAGER CITY OF COLLEGE STATION ELECTRIC FUND FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY 01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 02 REVENUES RESIDENTIAL 20,776,622$ 20,336,000$ 24,002,000$ 24,002,000$ 24,002,000$ 18.03% COMMERCIAL/INDUSTRIAL 15,249,488 16,005,000 18,500,000 18,500,000 18,500,000 15.59% OTHER SALES 75,830 78,000 78,000 80,300 80,300 2.95% OTHER OPERATING 1,388,014 1,697,000 997,000 1,027,000 1,027,000 (39.48%) INVESTMENT EARNINGS 1,218,202 1,000,000 1,165,000 1,200,000 1,200,000 20.00% OTHER NONOPERATING 110,121 105,500 111,635 114,800 114,800 8.82% TOTAL REVENUES 38,818,277$ 39,221,500$ 44,853,635$ 44,924,100$ 44,924,100$ 14.54% EXPENDITURES AND TRANSFERS ADMINISTRATION 611,623$ 1,085,063$ 682,270$ 737,072$ 1,073,256$ (1.09%) TRANS/DISTRIBUTION 3,766,702 4,620,105 4,076,015 4,350,276 4,809,788 4.11% ENERGY CONSERVATION 211,384 0 0 0 0 N/A PURCHASED POWER 23,576,798 25,000,000 31,490,785 31,500,000 31,500,000 26.00% PAY PLAN/BENEFIT ADJ.0 0 39,800 177,022 0 N/A NET GEN./ADMIN. TFR.1,259,087 1,482,064 1,482,064 1,396,430 1,446,430 (2.40%) CONTINGENCY 0 170,000 0 170,000 170,000 0.00% TOTAL OPERATING EXPEND. & TRANSFERS 29,425,594$ 32,357,232$ 37,770,934$ 38,330,800$ 38,999,474$ 20.53% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 214,900$ 214,900$ 214,900$ 214,900$ 214,900$ 0.00% OUTSIDE AGENCY FUNDING 284,494 528,667 246,167 246,951 246,951 (53.29%) DEBT SERVICE TRANSFER 1,771,712 1,643,742 1,643,742 1,417,139 1,417,139 (13.79%) OTHER (81,687)0 0 0 0 N/A OTHER NON-OPERATING 0 0 0 0 0 (100.00%) CAPITAL PROJ. FUNDING 4,664,317 3,520,000 3,748,000 711,000 711,000 (85.55%) OTHER CAPITAL PROJECTS 2,600,000 4,920,000 4,920,000 0 0 (100.00%) RETURN ON INVESTMENT 3,952,785 3,998,000 3,998,000 4,360,000 4,360,000 9.05% TOTAL NONOPERATING EXPEND.13,406,521$ 14,825,309$ 14,770,809$ 6,949,990$ 6,949,990$ (53.12%) TOTAL EXPENDITURES/TRANSFERS 42,832,115$ 47,182,541$ 52,541,743$ 45,280,790$ 45,949,464$ (2.61%) INCREASE (DECREASE) IN WORKING CAPITAL (4,013,838)$ (7,961,041)$ (7,688,108)$ (356,690)$ (1,025,364)$ STARTING WORKING CAPITAL 25,456,158$ 21,442,320$ 21,442,320$ 13,754,212$ 13,754,212$ ENDING WORKING CAPITAL 21,442,320$ 13,481,279$ 13,754,212$ 13,397,522$ 12,728,848$ ELECTRIC FUND - SOURCES Investment Earnings 3%Commercial 41% Other 3% Residential 53% ELECTRIC FUND - USES Net Transfers 3% Purchased Power 70% Distribution 10% Capital Projects 2% Debt Service 3% Energy Conservation 2% Return On Investment 9%Admin. 2% Other 1% CITY OF COLLEGE STATION ELECTRIC O&M SUMMARY 10/31/2001 13:55 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 OF FY 02 OPERATIONS ADMIN 611,622$ 845,511$ 682,270$ 737,072$ 1,155,730$ 36.69% TRANS/ DISTRIBUTION 3,978,084 4,515,674 4,076,015 4,350,276 4,727,314 4.69% PURCHASED POWER 23,576,798 25,000,000 31,490,785 31,500,000 31,500,000 26.00% ELECTRIC FUND TOTAL 28,166,504$ 30,361,185$ 36,249,070$ 36,587,348$ 37,383,044$ 23.13% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 OF FY 02 SALARIES & BENEFITS 2,462,066$ 2,724,664$ 2,689,600$ 2,701,981$ 2,889,003$ 6.03% SUPPLIES 163,251 590,682 282,887 626,684 646,981 9.53% MAINTENANCE 477,142 230,677 234,715 235,435 236,635 2.58% PURCHASED SERVICES 1,298,856 1,815,162 1,551,083 1,523,248 1,809,538 (0.31%) CAPITAL OUTLAY 188,391 0 0 0 300,887 N/A PURCHASED POWER 23,576,798 25,000,000 31,490,785 31,500,000 31,500,000 26.00% ELECTRIC FUND TOTAL 28,166,504$ 30,361,185$ 36,249,070$ 36,587,348$ 37,383,044$ 23.13% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 OPERATIONS ADMIN 11.5 11.5 11.5 11.5 11.5 0.00% TRANSMISSION/ DISTRIBUTION ADMIN 31.0 43.0 48.0 48.0 48.0 0.00% ELECTRIC FUND TOTAL 42.5 54.5 59.5 59.5 59.5 0.00% SERVICE LEVEL ADJUSTMENTS TRANSMISSION/DISTRIBUTION $113,223 25,380 53,435 25,000 60,000 100,000 OPERATIONS 200,000 31,636 $608,674 Safety and Training Program Continue outsourcing GIS easement creation Development of Electric/Strategic Plan Laptops for electric system maps & AS-400-live comm. Minivan for energy auditor Replace electric substation test equip. Phone recording system Electric Image Building & Customer Education Program Debt Service Requirements Electric Fund ALL SERIES FISCAL YEAR PRINCIPAL INTEREST FISCAL YEAR PAYMENT PRINCIPAL OUTSTANDING OCT. 1 FY02 832,500 584,639 1,417,139 40,448,796 FY03 947,427 756,243 1,703,670 39,616,296 FY04 1,030,897 861,225 1,892,122 38,668,869 FY05 1,272,286 1,197,528 2,469,814 37,637,972 FY06 1,599,444 1,781,423 3,380,867 36,365,686 FY07 1,629,548 2,122,624 3,752,172 34,766,242 FY08 1,692,078 2,026,870 3,718,948 33,136,694 FY09 1,752,358 1,927,042 3,679,400 31,444,616 FY10 1,827,533 1,822,703 3,650,236 29,692,258 FY11 1,908,532 1,713,351 3,621,884 27,864,724 FY12 1,981,794 1,599,104 3,580,898 25,956,192 FY13 2,070,821 1,480,036 3,550,857 23,974,398 FY14 2,121,791 1,357,043 3,478,835 21,903,577 FY15 1,871,563 1,240,136 3,111,698 19,781,786 FY16 1,988,259 1,127,230 3,115,488 17,910,223 FY17 1,946,822 1,011,753 2,958,576 15,921,965 FY18 1,784,460 901,589 2,686,048 13,975,142 FY19 1,881,113 792,936 2,674,049 12,190,683 FY20 1,992,013 678,129 2,670,142 10,309,570 FY21 2,107,542 556,606 2,664,148 8,317,557 FY22 2,234,035 427,902 2,661,937 6,210,014 FY23 2,043,292 300,374 2,343,666 3,975,980 FY24 1,932,688 181,095 2,113,783 1,932,688 Electric Fund Debt Service 0 250,000 500,000 750,0001,000,000 1,250,000 1,500,0001,750,000 2,000,000 2,250,0002,500,000 2,750,000 3,000,000 3,250,000 3,500,000 3,750,000 4,000,000 FY02FY03FY04FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY19FY20FY21FY22FY23FY24 PRINCIPAL INTEREST CITY OF COLLEGE STATION WATER FUND FUND SUMMARY FY 01 FY 01 FY 02 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET SLAS BUDGET FY 01 TO FY 02 REVENUES RESIDENTIAL 6,736,761$ 6,544,000$ 5,787,000$ 6,250,000$ 0$ 6,250,000$ (4.49%) COMMERCIAL/INDUSTRIAL 2,239,045 2,320,000 1,800,000 1,944,000 0 1,944,000 (16.21%) OTHER OPERATING 358,148 435,100 406,500 418,700 0 418,700 (3.77%) INVESTMENT EARNINGS 440,877 464,000 530,000 545,900 0 545,900 17.65% OTHER NONOPERATING 34,942 0 521,000 17,700 0 17,700 N/A TOTAL REVENUES 9,809,773$ 9,763,100$ 9,044,500$ 9,176,300$ 0$ 9,176,300$ (6.01%) EXPENDITURES AND TRANSFERS PRODUCTION 1,741,447$ 1,466,006$ 1,535,928$ 1,944,761$ 99,581$ 2,060,621$ 40.56% DISTRIBUTION 1,231,555 1,079,332 1,182,122 1,065,792 176,020 1,273,733 18.01% ENVIRONMENTAL SERVICES 553,295 537,401 511,846 542,571 (2,387)565,591 5.25% PAY PLAN/BENEFIT ADJUSTMENTS 0 0 21,000 68,407 5,200 0 N/A NET GEN./ADMIN. TRANSFERS 812,875 931,914 931,914 839,243 0 839,243 (9.94%) OTHER 1,757 0 0 0 0 0 N/A CONTINGENCY 0 70,000 0 70,000 0 70,000 0.00% TOTAL OPERATING EXPEND. AND TRANSFERS 4,340,929$ 4,084,653$ 4,182,810$ 4,530,774$ 278,414$ 4,809,188$ 17.74% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 12,500$ 12,500$ 12,500$ 12,500$ 0$ 12,500$ 0.00% DEBT SERVICE TRANSFER 979,321 1,382,221 1,382,221 2,054,563 0 2,054,563 48.64% OTHER 1,400,742 3,230,000 3,230,000 0 0 0 (100.00%) CAPITAL PROJECTS FUNDING 378,000 3,500,000 357,368 7,750,000 0 7,750,000 121.43% RETURN ON INVESTMENT 766,200 925,000 925,000 861,300 0 861,300 (6.89%) TOTAL NONOPERATING EXPEND.3,536,763$ 9,049,721$ 5,907,089$ 10,678,363$ 0$ 10,678,363$ 18.00% TOTAL EXPENDITURES/TRANSFERS7,877,692$ 13,134,374$ 10,089,899$ 15,209,137$ 278,414$ 15,487,551$ 17.92% INCREASE (DECREASE) IN WORKING CAPITAL 1,932,081$ (3,371,274)$ (1,045,399)$ (6,032,837)$ (278,414)$ (6,311,251)$ BEGINNING WORKING CAPITAL 7,678,332$ 9,610,413$ 9,610,413$ 8,565,014$ 2,532,177$ 8,565,014$ ENDING WORKING CAPITAL 9,610,413$ 6,239,139$ 8,565,014$ 2,532,177$ 2,253,763$ 2,253,763$ WATER FUND - SOURCES Residential 68% Investmen t Earnings 6% Commercial 21% Other 5% WATER FUND - USES Net Transfers 7%Production 13% Other 1%Distribution 8% Debt Service 13% Environmental Services 3% Capital Projects 51% Return On Investments 6% CITY OF COLLEGE STATION WATER O&M SUMMARY 10/31/2001 14:18 EXPENDITURE BY ACTIVITY CENTER REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM ACTIVITY CENTER FY 99-00 FY 00-01 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 PRODUCTION 1,741,447$ 1,466,006$ 1,535,928$ 1,944,761$ 2,060,621$ 40.56% DISTRIBUTION 1,231,554 1,079,332 1,182,122 1,065,792 1,273,733 18.01% ENGINEERING SUPPORT 553,295 537,401 511,846 542,571 565,591 5.25% WATER FUND TOTAL 3,526,296$ 3,082,739$ 3,229,896$ 3,553,124$ 3,899,945$ 26.51% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 99-00 FY 00-01 FY 00-01 FY 01-02 FY 01-02 FY 01 TO FY 02 SALARIES & BENEFITS 1,261,542$ 1,294,829$ 1,263,759$ 1,320,491$ 1,394,098$ 7.67% SUPPLIES 111,386 133,217 148,062 116,803 116,803 (12.32%) MAINTENANCE 722,126 335,613 403,099 344,600 355,600 5.96% PURCHASED SERVICES 1,252,834 1,197,382 1,328,298 1,693,764 1,727,478 44.27% CAPITAL OUTLAY 178,408 121,698 86,678 77,466 305,966 151.41% WATER FUND TOTAL 3,526,296$ 3,082,739$ 3,229,896$ 3,553,124$ 3,899,945$ 26.51% PERSONNEL SUMMARY BY ACTIVITY CENTER REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM ACTIVITY CENTER FY 98-99 FY 99-00 FY 00-01 FY 01- 02 FY 01-02 FY 01 TO FY 02 PRODUCTION 6.0 6.0 6.0 6.0 6.0 0.00% DISTRIBUTION 15.0 15.0 15.0 15.0 15.0 0.00% ENGINEERING SUPPORT 9.5 11.5 10.0 10.0 10.0 0.00% WATER FUND TOTAL 30.5 32.5 31.0 31.0 31.0 0.00% SERVICE LEVEL ADJUSTMENTS WATER PRODUCTION $25,000 76,000 WATER DISTRIBUTION 169,500 8,500 Water Fund Safety and Training Program $-5,786 273,214 Rebuild workshop Vacuum/High Pressure Water Jet Unit-truck mounted Replace chlorinators at Dowling Rd. Pump Station Purchase Safety Trailer Unit Debt Service Requirements Water Fund ALL SERIES FISCAL YEAR PRINICIPAL INTEREST FISCAL YEAR PAYMENT PRINCIPAL OUTSTANDING OCT. 1 FY02 855,873 1,070,614 1,926,487 25,081,656 FY03 1,110,934 1,402,035 2,512,968 24,225,783 FY04 1,156,662 1,346,246 2,502,908 23,114,850 FY05 1,237,830 1,285,052 2,522,882 21,958,188 FY06 1,287,473 1,218,677 2,506,150 20,720,358 FY07 1,161,366 1,156,258 2,317,624 19,432,885 FY08 1,221,347 1,097,309 2,318,656 18,271,520 FY09 1,277,328 1,033,947 2,311,275 17,050,173 FY10 1,345,121 964,516 2,309,637 15,772,846 FY11 1,412,529 889,865 2,302,394 14,427,724 FY12 1,485,111 814,396 2,299,507 13,015,195 FY13 1,563,656 737,758 2,301,414 11,530,084 FY14 1,618,665 656,939 2,275,603 9,966,428 FY15 1,706,786 571,518 2,278,304 8,347,764 FY16 1,796,758 480,731 2,277,488 6,640,978 FY17 1,806,692 387,063 2,193,755 4,844,220 FY18 1,677,715 296,570 1,974,285 3,037,528 FY 19 1,359,814 217,912 1,577,726 1,359,814 Water Debt Service 0 250,000 500,000 750,000 1,000,000 1,250,000 1,500,000 1,750,000 2,000,000 FY02FY03FY04FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY 19PRINICIPAL INTEREST CITY OF COLLEGE STATION WASTEWATER FUND FUND SUMMARY % CHANGE FY 01 FY 01 F 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY 01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 02 REVENUES RESIDENTIAL 5,894,887$ 5,970,000$ 5,700,000$ 5,871,000$ 6,270,000$ 5.03% COMMERCIAL/INDUSTRIAL 1,247,183 1,345,000 1,070,000 1,102,000 1,177,000 (12.49%) OTHER OPERATING 179,700 190,000 215,000 221,500 221,500 16.58% INVESTMENT EARNINGS 117,759 120,000 150,000 154,500 154,500 28.75% OTHER NONOPERATING 37,021 0 40 0 0 N/A TOTAL REVENUES 7,476,550$ 7,625,000$ 7,135,040$ 7,349,000$ 7,823,000$ 2.60% EXPENDITURES AND TRANSFERS SEWER TREATMENT 1,887,841$ 1,800,310$ 1,705,195$ 1,775,546$ 1,868,207$ 3.77% SEWER COLLECTION 968,386 1,138,570 1,107,700 1,066,925 1,102,993 (3.12%) PAY PLAN ADJUSTMENTS 0 0 25,200 73,729 0 N/A NET GEN./ADMIN. TRANSFERS 641,725 717,554 717,554 742,025 742,025 3.41% CONTINGENCY 0 60,000 0 60,000 60,000 0.00% TOTAL OPERATING EXPEND. AND TRANSFERS 3,497,952$ 3,716,434$ 3,555,649$ 3,718,225$ 3,773,225$ 1.53% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 10,000$ 10,000$ 10,000$ 10,000$ 10,000$ 0.00% DEBT SERVICE TRANSFER 2,751,350 2,462,877 2,462,877 3,166,265 3,166,265 28.56% OTHER 626 650,000 650,000 0 0 (100.00%) RETURN ON INVESTMENT 692,600 751,500 751,500 719,500 719,500 (4.26%) TOTAL NONOPERATING EXPEND.3,454,576$ 3,874,377$ 3,874,377$ 3,895,765$ 3,895,765$ 0.55% TOTAL EXPENDITURES/TRANSFERS 6,952,528$ 7,590,811$ 7,430,026$ 7,613,990$ 7,668,990$ 1.03% INCREASE (DECREASE) IN WORKING CAPITAL 524,022$ 34,189$ (294,986)$ (264,990)$ 154,010$ BEGINNING WORKING CAPITAL 2,489,188$ 3,013,210$ 3,013,210$ 2,718,224$ 2,718,224$ ENDING WORKDING CAPITAL 3,013,210$ 3,047,399$ 2,718,224$ 2,453,234$ 2,872,234$ WASTEWATER FUND - SOURCES Other 3% Investment Earnings 2% Commercial 15% Residential 80% WASTEWATER FUND - USES Administrative Transfers 10% Treatment 24% Debt Service 41% Collection 14% Other 2% Return On Investment 9% . CITY OF COLLEGE STATION WASTEWATER O&M SUMMARY 10/31/2001 14:12 EXPENDITURE BY ACTIVITY CENTER REVISED ESTIMATED BASE APPROVED APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET SLAS BUDGET BUDGET FROM ACTIVITY FY 00 FY 01 FY 01 FY 02 FY 02 FY 02 FY 01 TO FY 02 TREATMENT 1,887,841$ 1,800,310$ 1,705,195$ 1,775,546$ 50,611$ 1,868,207$ 3.77% COLLECTION 968,389 1,138,570 1,107,700 1,066,925 -1,911 1,102,993 (3.12%) WASTEWATER FUND TOTAL 2,856,230$ 2,938,880$ 2,812,895$ 2,842,471$ 48,700$ 2,971,200$ 1.10% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET SLAS BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,348,156$ 1,379,759$ 1,310,739$ 1,384,190$ 25,300$ 1,489,519$ 7.96% SUPPLIES 246,264 249,703 185,259 264,933 0 264,933 6.10% MAINTENANCE 441,447 340,595 350,843 363,951 0 363,951 6.86% PURCHASED SERVICES 789,252 775,753 865,865 829,397 -5,850 823,547 6.16% CAPITAL OUTLAY 31,111 193,070 100,189 0 29,250 29,250 (84.85%) WASTEWATER FUND TOTAL 2,856,230$ 2,938,880$ 2,812,895$ 2,842,471$ 48,700$ 2,971,200$ 1.10% PERSONNEL SUMMARY BY ACTIVITY CENTER REVISED ESTIMATED BASE APPROVED APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET SLAS BUDGET BUDGET FROM ACTIVITY FY 00 FY 01 FY 01 FY 02 FY 02 FY 02 FY 01 TO FY 02 TREATMENT 20.0 20.0 19.0 19.0 2.0 21.0 10.53% COLLECTION 16.0 16.0 17.0 17.0 0.0 17.0 0.00% WASTEWATER FUND TOTAL 36.0 36.0 36.0 36.0 2.0 38.0 5.56% SERVICE LEVEL ADJUSTMENTS TREATMENT Upgrade network server hardware $ 29,250 2 additional full-time operators 25,300 Safety and Training Program $ -5,850 48,700 Debt Service Requirements Wastewater ALL SERIES FISCAL YEAR PRINCIPAL INTEREST FISCAL YEAR PAYMENT PRINCIPAL OUTSTANDING OCT. 1 FY02 1,476,627 1,574,989 3,051,617 41,266,661 FY03 1,811,640 2,027,807 3,839,447 39,790,033 FY04 2,041,097 2,313,907 4,355,004 37,978,394 FY05 2,142,469 2,228,763 4,371,232 35,937,297 FY06 2,217,609 2,106,990 4,324,599 33,794,828 FY07 2,202,989 1,986,985 4,189,974 31,577,219 FY08 2,286,530 1,867,878 4,154,408 29,374,230 FY09 2,366,321 1,742,569 4,108,889 27,087,701 FY10 2,462,873 1,609,421 4,072,294 24,721,380 FY11 2,553,987 1,469,195 4,023,182 22,258,507 FY12 2,656,240 1,325,838 3,982,078 19,704,520 FY13 2,769,865 1,179,228 3,949,093 17,048,279 FY14 2,704,816 1,031,259 3,736,075 14,278,415 FY15 2,327,989 896,184 3,224,172 11,573,599 FY16 2,458,175 768,551 3,226,726 9,245,610 FY17 2,534,962 635,030 3,169,992 6,787,436 FY18 2,333,921 504,286 2,838,206 4,252,474 FY 19 1,918,553 389,504 2,308,057 1,918,553 WasteWater Debt Service 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 5,000,000 FY02FY03FY04FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY 19PRINCIPAL INTEREST SANITATION FUND The Sanitation Fund is an enterprise fund that accounts for the activities of collecting and disposing of residential and commercial refuse in the City. This area is also responsible for a recycling program and Clean and Green activities to help reduce the amount of solid waste deposited into the landfill. The Sanitation Fund also funds the street sweeping operations of the City. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Revenues for the Sanitation Fund are expected to be $4,448,400 in FY 02. This is an increase of approximately 5.4% over the FY 01 revised budget. The residential and commercial customer bases are expected to grow by 2-3% based on analysis of building permits and population growth. A rate increase of 8% for all commercial services is included in the approved budget. The rate increase is approved to cover the costs associated with the approved additional route. There are two Service Level Adjustments (SLAs) approved for FY 02 totaling $256,860. These SLAs consist of: $247,560 for an additional commercial route and $7,100 for new recycling reward program. Operating expenditures for the Sanitation Fund in FY 02 are expected to increase 4.4% from the FY 01 revised budget. This is primarily due to the three approved SLAs. Nonoperating expenditures in the Sanitation Fund are expected to decrease 53% compared to the FY 01 revised budget. This is due to the transfer of $370,000 to General Government Capital Projects as a contribution to the new Municipal Court building made in FY 01 that will not take place in FY 02. The Sanitation Fund will continue to provide funding for Brazos Beautiful, an outside agency dedicated to beautification and litter abatement. College Station’s portion of Brazos Beautiful’s approved budget for FY 02 totals $40,000. $15,000 of that amount is for their base budget. The remaining $25,000 of the approved budget is for a beautification grant to enhance the gateways into the City. CITY OF COLLEGE STATION SANITATION FUND SUMMARY FY 01 FY 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 REVENUES RESIDENTIAL 2,394,637$ 2,585,400$ 2,580,000$ 2,657,400$ 2,657,400$ 2.78% COMMERCIAL/INDUSTRIAL 1,416,551 1,525,100 1,490,500 1,535,300 1,654,500 8.48% OTHER OPERATING 50,243 45,700 52,900 54,500 54,500 19.26% INVESTMENT EARNINGS 108,880 100,800 115,000 118,400 118,400 17.46% OTHER NONOPERATING 17,589 1,500 18,350 3,600 3,600 140.00% TOTAL REVENUES 3,987,900$ 4,258,500$ 4,256,750$ 4,369,200$ 4,488,400$ 5.40% EXPENDITURES AND TRANSFERS RESIDENTIAL 1,741,971$ 2,211,995$ 2,191,440$ 1,965,345$ 2,046,991$ (7.46%) COMMERCIAL 1,614,595 1,519,419 1,520,130 1,628,393 1,903,815 25.30% PAY PLAN ADJUSTMENTS 0 0 22,400 96,808 0 N/A GENERAL & ADMIN. TRANSFERS 374,168 417,062 417,062 385,731 385,731 (7.51%) OUTSIDE AGENCY FUNDING 37,000 37,800 37,800 37,800 40,000 5.82% CONTINGENCY 0 50,000 0 50,000 50,000 0.00% TOTAL OPERATING EXPEND. AND TRANSFERS 3,767,734$ 4,236,276$ 4,188,832$ 4,164,077$ 4,426,537$ 4.49% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 12,500$ 12,500$ 12,500$ 12,500$ 12,500$ 0.00% DEBT SERVICE TRANSFER 119,741 0 0 0 0 N/A OTHER NON OPERATING 0 370,000 370,000 0 0 (100.00%) RETURN ON INVESTMENT 262,300 273,000 273,000 294,200 294,200 7.77% TOTAL NONOPERATING EXPENDITURES 394,541$ 655,500$ 655,500$ 306,700$ 306,700$ (53.21%) TOTAL OPERATING AND NONOPERATING EXP & TRANSFERS 4,162,275$ 4,891,776$ 4,844,332$ 4,470,777$ 4,733,237$ (3.24%) INCREASE (DECREASE) IN WORKING CAPITAL (174,375)$ (633,276)$ (587,582)$ (101,577)$ (244,837)$ BEGINNING WORKING CAPITAL 2,512,077$ 2,337,702$ 2,337,702$ 1,750,120$ 1,750,120$ ENDING WORKING CAPITAL 2,337,702$ 1,704,426$ 1,750,120$ 1,648,543$ 1,505,283$ SANITATION FUND - SOURCES Commercial 37% Investment Earnings 3% Other Operations 1% Residential 59% SANITATION FUND - USES Return On Investment 6%Residential 42% Other 4% Commercial 40%Transfers 8% CITY OF COLLEGE STATION SANITATION SUMMARY 10/31/2001 14:09 EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM ACTIVITY FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 RESIDENTIAL COLLECTION 1,741,971$ 2,211,995$ 2,191,440$ 1,965,345$ 2,046,991$ (7.46%) COMMERCIAL COLLECTION 1,614,595 1,519,419 1,520,130 1,628,393 1,903,815 25.30% DIVISION TOTAL 3,356,566$ 3,731,414$ 3,711,570$ 3,593,738$ 3,950,806$ 5.88% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,004,081$ 1,130,654$ 1,133,150$ 1,153,669$ 1,283,887$ 13.55% SUPPLIES 158,168 167,430 144,350 181,570 194,080 15.92% MAINTENANCE 332,714 364,892 364,892 405,960 409,610 12.26% PURCHASED SERVICES 1,845,894 2,053,890 2,054,630 1,852,539 1,876,579 (8.63%) CAPITAL OUTLAY 15,709 14,548 14,548 0 186,650 1182.99% DIVISION TOTAL 3,356,566$ 3,731,414$ 3,711,570$ 3,593,738$ 3,950,806$ 5.88% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM ACTIVITY FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 RESIDENTIAL COLLECTION 22.5 22.5 24.5 24.5 24.5 0.00% COMMERCIAL COLLECTION 9.0 10.0 10.0 10.0 11.0 10.00% DIVISION TOTAL 31.5 32.5 34.5 34.5 35.5 2.90% SERVICE LEVEL ADJUSTMENTS COMMERCIAL $247,560 RESIDENTIAL $7,100 $254,660 1 Route Manager and 1 Front End Loading Cab and Chassis Recycling rewards program PARKING ENTERPRISE FUND The Parking Enterprise Fund was created to account for revenues and expenditures resulting from operation of the City’s parking facilities. In FY 02 these revenues will come from the Patricia Street parking lot and the College Main Parking Garage. The parking garage opened in August of 2001. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Revenues from the Patricia Street parking lot fees are $98,400 and parking fines are $25,300. The College Main Parking Garage is expect to generate $1,075,100 in revenue for FY 02 This estimate is based on projected customer demand for parking at the facility multiplied by the hourly charges per parking space. Expenditures related to the Patricia Street parking lot and the College Main Parking Garage are forecast to be $345,188. Also, a SLA is approved for the operation of the parking garage in the amount of $136,877. This SLA includes additional staff for the facility. Also, included in the approved budget are two maintenance related SLA’s for the city’s parking facilities. The first SLA is for $12,000 for cleaning and upkeep on the Second Street Pedestrian Plaza. The second SLA is for $35,175 to provide routine maintenance for the parking garage and promenade. The ending fund balance for FY 02 is expected to be $198,842. CITY OF COLLEGE STATION PARKING ENTERPRISE FUND SUMMARY FY 01 FY 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE PROPOSED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 BEGINNING FUND BALANCE 108,054$ 135,582$ 135,582$ 109,914$ 109,914$ REVENUES PARKING FEES 103,719$ 99,600$ 103,676$ 98,400 1,173,500$ 1078.21% PARKING FINES 38,275 41,200 24,520 25,300 25,300 (38.59%) BOND REVENUE 2,972 0 0 0 0 N/A INVESTMENT EARNINGS 0 0 0 0 15,000 N/A OTHER 0 0 2,620 0 0 N/A TOTAL REVENUES 144,966$ 140,800$ 130,816$ 123,700$ 1,213,800$ 762.07% EXPENDITURES PARKING OPERATIONS 117,438$ 166,887$ 155,084$ 154,100$ 345,188$ 106.84% PAY PLAN/BENEFIT ADJUSTMENTS 0 0 1,400 6,736 0 N/A GENERAL AND ADMIN TRANSFER 0 0 0 0 13,000 DEBT SERVICE 0 0 0 645,358 645,358 CONTINGENCY 0 0 0 0 0 N/A TOTAL EXPENDITURES 117,438$ 166,887$ 156,484$ 806,194$ 1,003,546$ 501.33% INCREASE (DECREASE) IN FUND BALANCE 27,528$ (26,087)$ (25,668)$ (682,494)$ 210,254$ ENDING FUND BALANCE 135,582$ 109,495$ 109,914$ (572,580)$ 320,168$ PARKING ENTERPRISE FUND - SOURCES Other 1% Intragov- ernmental 16% Parking Fines 2% Parking Fees 81% PARKING ENTERPRISE FUND - USES Debt Service 62% General & Admin. Transfers 5% Parking Lot 33% CITY OF COLLEGE STATION PARKING ENTERPRISE FUND DIVISION SUMMARY 10/31/2001 14:04 EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 PARKING 117,438$ 166,887$ 155,084$ 154,100$ 345,188$ 106.84% DIVISION TOTAL 117,438$ 166,887$ 155,084$ 154,100$ 345,188$ 106.84% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 54,032$ 105,387$ 66,207$ 117,893$ 216,821$ 105.74% SUPPLIES 3,919 7,892 6,176 8,048 20,338 157.70% MAINTENANCE 1,532 3,603 3,063 4,345 8,945 148.27% PURCHASED SERVICES 27,644 23,935 23,815 23,814 68,069 184.39% CAPITAL OUTLAY 30,311 26,070 55,823 0 31,015 18.97% DIVISION TOTAL 117,438$ 166,887$ 155,084$ 154,100$ 345,188$ 106.84% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 PARKING 3.0 3.0 4.0 4.0 8.0 100.00% DIVISION TOTAL 3.0 4.0 4.0 4.0 8.0 100.00% SERVICE LEVEL ADJUSTMENTS PARKING Northgate Parking Garage Operations $136,877 Northgate Parking Garage/Promenade Maintenance 35,175 2nd Streeet Plaza Cleanup 12,000 $184,052 BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY FUND The Brazos Valley Solid Waste Management Agency (BVSWMA) is a joint action agency owned by the Cities of College Station and Bryan. The agency is responsible for providing solid waste disposal services within all appropriate guidelines and regulations. This joint agency has resulted in cost savings and increased efficiencies due to the deletion of duplicated services, planning and staffing and the economies of scale offered by a larger operation. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Base budget revenues for BVSWMA are projected to increase by 3% from the FY 01 year end estimate. This increase is due to steady growth in tonnage taken to the landfill and closely mirrors growth in the population. · Approved expenditures for Landfill Operations are $3,474,619 which reflects a 1.5% increase from the FY 01 year end estimate. $463,255 of this amount is a Service Level Adjustment to design and construct a 900 linear foot sidewall as part of the approved landfill expansion. This sidewall is necessary to comply with TNRCC Solid Waste Regulations. The Administration budget is approved to be $1,290,437, which represents a 3% increase in expenditures from the FY 01 year end estimate. Non-departmental expenses for the FY 02 budget are estimated at $434,893, which represents a 83% decrease from the FY 01 year end estimate. This decrease is a direct result of replacement of several significant pieces of equipment, which made the FY 01 budget larger than normal. CITY OF COLLEGE STATION BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY (BVSWMA) FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY02 REVENUES LANDFILL CHARGES 5,284,324$ 5,062,500$ 5,098,000$ 5,250,000$ 5,250,000$ 3.70% INTEREST 423,336 400,000 543,388 500,000 500,000 25.00% OTHER 56,813 710,500 (80,150) 0 0 (100.00%) TOTAL REVENUES # 5,764,473$ 6,173,000$ 5,561,238$ 5,750,000$ 5,750,000$ (6.85%) EXPENDITURES AND TRANSFERS LANDFILL OPERATIONS 2,140,771$ 2,820,931$ 3,424,068$ 2,950,941$ 3,474,619$ 23.17% ADMINISTRATIVE 560,584 1,274,545 1,245,012 1,278,865 1,290,437 1.25% EXPEND & TRANSFERS SUBTOTAL 2,701,355$ 4,095,476$ 4,669,080$ 4,229,806$ 4,765,056$ 16.35% DEPARTMENTAL - NON-OPERATING CONTRIBUTIONS 3,000$ 8,000$ 8,000$ 8,000$ 8,000$ 0.00% OTHER 0 0 0 0 0 N/A DEPT. NON-OPERATING SUBTOTAL 3,000$ 8,000$ 8,000$ 8,000$ 8,000$ 0.00% NON-DEPARTMENTAL PRINCIPAL PAYMENTS 297,837$ 31,437$ 31,437$ 0$ 0$ (100.00%) INTEREST PAYMENTS 15,756 275 274 0 0 (100.00%) GENERAL & ADMIN. TRANSFERS 124,434 177,126 177,126 334,893 334,893 (85.30%) FLEET REPLACEMENT 0 2,278,000 2,278,000 0 0 (100.00%) COMPENSATION ADJUSTMENTS 0 0 16,800 71,995 0 N/A CONTINGENCY 0 100,000 0 100,000 100,000 0.00% NON-DEPARTMENTAL SUBTOTAL 438,027$ 2,586,838$ 2,503,637$ 506,888$ 434,893$ (83.19%) TOTAL OPERATING EXPENDITURES AND TRANSFERS 3,142,382$ 6,690,314$ 7,180,717$ 4,744,694$ 5,207,949$ (22.16%) INCREASE (DECREASE) IN WORKING CAPITAL FROM OPERATIONS 2,622,091$ (517,314)$ (1,619,479)$ 1,005,306$ 542,051$ (204.78%) GAAP ADJUSTMENT 103,997$ BEGINNING WORKING CAPITAL 6,669,223$ 9,395,311$ 9,395,311$ 7,775,832$ 7,775,832$ ENDING WORKING CAPITAL 9,395,311$ 8,877,997$ 7,775,832$ 8,781,138$ 8,317,883$ BVSWMA FUND - SOURCES Investment Earnings 9% Landfill Charges 91% BVSWMA FUND - USES Other 1.6% Contingency 2.0% Admin. 26.0% Landfill Operations 70.5% CITY OF COLLEGE STATION BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY FUND SUMMARY 10/31/2001 13:51 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 LANDFILL OPERATIONS 2,140,772$ 2,829,499$ 3,424,068$ 2,950,941$ 3,474,619$ 22.80% BVSWMA ADMINISTRATION 560,567 1,275,361 1,245,012 1,278,865 1,290,437 1.18% BVSWMA FUND TOTAL 2,701,339$ 4,104,860$ 4,669,080$ 4,229,806$ 4,765,056$ 16.08% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,041,356$ 1,035,725$ 1,017,635$ 1,033,335$ 1,198,585$ 15.72% SUPPLIES 257,430 436,630 388,615 444,846 544,846 24.78% MAINTENANCE 226,328 353,000 328,143 336,013 336,013 -4.81% PURCHASED SERVICES 1,017,594 2,200,005 2,702,507 2,415,612 2,685,612 22.07% CAPITAL OUTLAY 158,631 79,500 232,180 0 0 (100.00%) BVSWMA FUND TOTAL 2,701,339$ 4,104,860$ 4,669,080$ 4,229,806$ 4,765,056$ 16.08% PERSONNEL SUMMARY BY DIVISION ESTIMATED BASE APPROVED % CHANGE IN ACTUAL ACTUAL YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 01 FY 02 FY 01 TO FY 02 LANDFILL OPERATIONS 22.5 22.5 22.5 22.5 22.5 0.00% BVSWMA ADMINISTRATION 4.0 4.0 4.0 4.0 4.0 0.00% BVSWMA FUND TOTAL 26.5 26.5 26.5 26.5 26.5 0.00% SERVICE LEVEL ADJUSTMENTS LANDFILL OPERATIONS 463,255$ 463,255$ Southern side wall of landfill expansion to comply UTILITIES CAPITAL PROJECTS BUDGET The City of College Station develops and adopts a five year Capital Improvements Project List. The list is updated annually and is presented for City Council review as a part of the annual budget process. The list consolidates all anticipated capital needs for which funding authorization exists. The list is divided into several sections depending on the services provided and the funding source. The City operates under the laws of the State of Texas and the City of College Station's Home Rule Charter. The city can authorize the issuance of revenue bonds. Revenue bonds will be issued any time that there is a need for financing of capital construction or acquisition and where the asset will reside in one or more of the City's enterprise funds. The enterprise funds of the City include Electric, Water, Wastewater, and Solid Waste Collection. Generally, revenue bonds do not require voter approval. These bonds are repaid from the revenues generated by the utilities. The city anticipates issuing an estimated $19.7 million in revenue bonds in FY 02. These bonds will be used for a number of significant electric, water and wastewater capital projects. Capital projects often result in assets that require continuing maintenance and repair. Some also reduce existing maintenance and repair costs. Among the decisions and proposals that accompany capital project recommendations is an analysis of potential ongoing costs. UTILITY CAPITAL PROJECTS Electric Capital Projects Major capital projects planned in FY 02 include the following. New services and system extensions are anticipated to cost $1,400,000 as new customers are added. Both Residential and Thoroughfare Lighting projects are included in the approved Electric Fund Capital budget and total $711,000 in projected expense. Current revenues from operations to fund these projects are approved to be $711,000 to cover the cost of Residential and Thoroughfare Lighting projects. Water Capital Projects Water capital projects scheduled for FY 02 include $628,000 for phase 5 of the Eastgate system rehabilitation project, and $250,000 for distribution system rehabilitation. Several significant transmission and distribution expansions are also included in the approved budget. These include beginning construction of water well #7, $1,000,000; and the parallel transmission line phase I $7,116,318. These projects are all designed to expand the water capacity in College Station. Other significant projects include $3,200,000 for Westside Water Services, $3,230,000 to complete construction of the Park Place Water Tower, and $2,000,000 to build the Rock Prairie elevated water storage project. $7,750,000 in current revenues from operations are approved to fund water capital projects. Wastewater Capital Projects Wastewater capital projects totaling $13,842,000 are included in the approved budget. This includes $7,427,000 for the Lick Creek Wastewater Treatment Plant expansion. This plant expansion is needed to keep pace with the growth that is occurring in College Station. Other significant projects include $1,245,000 for the next 2 phases of the Eastgate Residential Rehabilitation project, $1,000,000 for Westside Sewer services, and $2,268,000 for the completion of the Northeast Trunk Line Expansion. Drainage Capital Projects Major drainage projects planned for next year include 2 significant Bee Creek projects totaling $2,854,616. Also included in the FY 02 budget, $555,000 for channel construction in the Wolf Pen Creek area. Additionally, $785,000 is approved for Greenways Projects. Also included in the budget for Drainage Capital Projects is $50,000 for various minor drainage projects to be identified in FY 02. ADDITIONAL O&M COSTS With the addition of new facilities and infrastructure additional operations and maintenance costs might be incurred. In the case of infrastructure rehabilitation it is expected that O&M costs will decrease for those areas the project targeted. However, it is difficult to quantify the cost savings of the rehabilitation since resources are used elsewhere and not removed from departmental budgets. ELECTRIC SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED APPROVED PROJECT BUDGET ACTUAL BUDGET ESTIMATE APPROPRIATIONS NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 FY 01-02 20,826$ 285,696$ 285,696$ 305,696$ UTILITY REVENUE BONDS 0$ 0$ 0$ 4,440,000$ INTEREST ON INVESTMENTS (1,436)20,000 0 0 OTHER 47,119 0 0 0 EXPENDITURES FROM OPERATIONS 4,320,279 3,520,000 3,520,000 711,000 SUBTOTAL ADDITIONAL RESOURCES 4,365,962$ 3,540,000$ 3,520,000$ 5,151,000$ TOTAL RESOURCES AVAILABLE 4,386,788$ 3,825,696$ 3,805,696$ 5,456,696$ CAPITAL PROJECTS: NEW SERVICES & SYSTEM EXT.ED0010 ANNUAL 1,957,558$ 1,300,000$ 1,350,000$ 1,400,000$ RES. STREET LIGHTING ED0011 ANNUAL 57,326 185,000 117,000 185,000 THOR. STREET LIGHTING ED0012 ANNUAL 100,027 85,000 135,000 526,000 UNDERGROUND SYSTEM IMPROV.ED0015 ANNUAL 212,150 625,000 481,000 790,000 OVERHEAD SYSTEM IMPROV.ED0014 ANNUAL 363,824 282,000 565,000 1,493,000 GENERAL PLANT ED0013 ANNUAL 302,017 50,000 307,000 50,000 USC IMPROVEMENTS EP0000 ANNUAL 0 0 0 0 SCADA EP0001 ANNUAL 10,695 0 0 0 SUBSTATION TRANSMISSION ET0000 ANNUAL 0 285,000 155,000 128,000 SUBSTATION DISTRIBUTION ANNUAL 0 0 390,000 847,000 UCS BUILDING ME9601 2,325,000$ 61,314 0 0 0 1 FIBER OPTIC LOOP ME9701 1,100,000 386,776 400,000 400,000 0 BUSINESS PARK ELEC. SERVICE ED1003 840,000 65,413 0 0 0 SWITCH STATION SUB CONVERSION ET9801 1,800,000 999,739 0 0 0 TEXAS AVE URD EL9408 1,400,000 1,992 0 0 0 TRANSMISSION METERING ET9902 160,000 0 0 0 0 NORTHGATE SUBSTATION TBD 1,800,000 0 0 0 0 BEE CREEK DUAL CIRCUIT 300,000 0 0 0 0 GREENS PRAIRIE DUAL CIRCUIT 170,000 0 0 0 0 TEXAS AVENUE FEEDER TIE 990,000 0 0 0 0 WELSH NORTH FEEDER TIE 60,000 0 0 0 0 SHENANDOAH FEEDER 300,000 0 0 0 0 SUBSTATION EQUIPMENT REPLACEMENT 500,000 0 0 0 0 LINCOLN-EISENHOWER RECONDUCTOR 160,000 0 0 0 0 STATE HWY 40 FEEDER 700,000 0 0 0 0 CLOSED PROJECTS 0 0 0 0 GENERAL AND ADMINISTRATIVE N/A 102,500 80,000 80,000 90,000 DEBT ISSUANCE COST N/A 0 0 0 28,000 TOTAL EXPENDITURES 12,605,000$ 4,621,331$ 3,292,000$ 3,500,000$ 5,419,000$ GAAP ADJUSTMENT 520,239$ ENDING FUND BALANCE:285,696$ 533,696$ 305,696$ 37,696$ Notes: 1 - Total project budget is 1,600,000 with 1,100,000 funded by Electric Fund revenue and 500,000 funded by General Government Revenues ELECTRIC SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 TOTAL APPROPRIATIONS PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 305,696$ 37,696$ 49,696$ 18,696$ (5,304)$ 21,696$ 4,440,000$ 3,820,000$ 6,655,000$ 11,060,000$ 7,210,000$ 4,600,000$ 0 0 0 0 0 0 0 0 0 0 0 0 711,000 780,000 0 0 0 1,260,000 5,151,000$ 4,600,000$ 6,655,000$ 11,060,000$ 7,210,000$ 5,860,000$ 5,456,696$ 4,637,696$ 6,704,696$ 11,078,696$ 7,204,696$ 5,881,696$ 1,400,000$ 1,500,000$ 1,600,000$ 1,700,000$ 1,800,000$ 1,900,000$ 185,000 225,000 185,000 185,000 185,000 185,000 526,000 555,000 1,023,000 1,740,000 600,000 200,000 790,000 906,000 1,123,000 973,000 1,253,000 873,000 1,493,000 1,197,000 1,500,000 1,400,000 1,350,000 1,250,000 50,000 50,000 50,000 50,000 50,000 50,000 0 0 0 0 0 0 0 0 0 0 0 128,000 0 250,000 1,463,000 343,000 494,000 847,000 75,000 875,000 3,513,000 1,602,000 917,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 90,000 80,000 80,000 60,000 0 0 28,000 48,000 47,000 52,000 38,000 20,000 5,419,000$ 4,588,000$ 6,686,000$ 11,084,000$ 7,183,000$ 5,869,000$ 37,696$ 49,696$ 18,696$ (5,304)$ 21,696$ 12,696$ WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED APPROVED PROJECT BUDGET ACTUAL BUDGET ESTIMATE FY 01-02 BUDGET NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 APPROPRIATIONS BEGINNING FUND BALANCE:2,934,251$ 5,747,759$ 5,747,759$ 6,610,572$ ADDITIONAL RESOURCES: UTILITY REVENUE BONDS 4,500,000$ 8,200,000$ 12,400,000$ 6,300,000$ INTEREST ON INVESTMENTS 233,396 160,000 270,000 160,000 TRANSFERS FROM OPERATIONS 378,000 3,500,000 357,368 7,750,000 SUBTOTAL ADDITIONAL RESOURCES 5,111,396$ 11,860,000$ 13,027,368$ 14,210,000$ TOTAL RESOURCES AVAILABLE 8,045,647$ 17,607,759$ 18,775,127$ 20,820,572$ REHABILITATION PROJECTS: EAST GATE RES. REHAB PHASEII&III WT9902 1,217,000$ 26,220$ 0$ 925,756$ 0$ EASTGATE WATER REHAB PHASE IV WT0104 632,000 0 632,000 0 0 EASTGATE WATER REHAB PHASE V WT0204 628,000 0 0 0 628,000 GREENS PRAIRIE STORAGE TANK REHAB.WT0003 378,000 378,000 0 0 0 NORTHGATE REHAB. PHASE I WT9805 1,080,454 98,323 580,454 1,067,000 0 SOUTHGATE WATER REHAB. STUDY WT0105 50,000 0 50,000 0 50,000 WATER WELL 1-5 REHAB WT0109 200,000 0 200,000 250,000 0 SUBTOTAL 502,543 1,462,454 2,242,756 678,000 PRODUCTION PROJECTS WELL #6 AND LINE WT0004 2,652,300 226,501 2,286,286 2,425,799 0 WELL #7 AND LINE WT0106 2,500,000 0 0 0 1,000,000 WELL #8 AND LINE TBD 2,800,000 0 0 0 0 PARALLEL WELLFIELD COLL LINE WT0205 2,200,000 0 0 0 560,000 COOLING TOWERS WT9806 3,098,000 287,782 2,065,070 2,810,000 0 COOLING TOWERS EXPANSION TBD 500,000 0 0 0 0 PARALLEL WATER TRANSMISSION WT0005 8,269,370 553,052 8,657,150 600,000 0 PARALLEL WATER TRANSMISSION PH II TBD 3,300,000 0 0 0 0 #1&#2 HIGH SERVICE PUMP WT1018 1,000,000 149,545 837,100 850,000 0 #3 & # 4 HIGH SERVICE PUMP TBD 900,000 0 0 0 0 SUBTOTAL 1,216,880 13,845,606 6,685,799 1,560,000 DISTRUBTION PROJECTS OVERSIZED LINES WT0200 ANNUAL 0$ 50,000$ 50,000$ 200,000$ CASTLEGATE OP PHASE I WT0107 375,000 0 375,000 375,000 0 GREENSWORLD OP PHASE III WT0108 33,000 0 33,000 33,000 0 DISTRIBUTION SYSTEM REHAB.WT0201 ANNUAL 250,000 250,000 250,000 285,000 LAND ACQ. FOR WATER DISTRIBUTION WT0206 1,000,000 0 0 0 300,000 WESTSIDE WATER SERVICES WT9703 4,280,000 35,472 800,000 1,000,000 3,200,000 TEXAS AVE. RELOCATION SOUTH WT9804 950,000 0 750,000 0 0 WATER IMPACT FEE MAIN WT9905 359,000 18,639 0 0 0 WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED APPROVED PROJECT BUDGET ACTUAL BUDGET ESTIMATE FY 01-02 BUDGET NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 APPROPRIATIONS GREENS PRAIRIE WATER LINE REPLACEMENTWT0207 750,000 0 0 0 50,000 DOWLING ROAD 10MG GST TBD 3,700,000 0 0 0 0 PARK PLACE ELEVATED WATER STORAGE WT0012 4,000,000 2,998 620,000 620,000 3,230,000 ROCK PRAIRIE WATER EXTENSION WT0102 2,000,000 0 200,000 0 1,800,000 AMS WATER LINE EXTENSION WT0103 100,000 0 100,000 0 0 WATER RECLAIM / IRRIGATION TBD 1,750,000 0 0 0 500,000 CARTER CREEK ADMN BLDG SS0105 500,000 0 500,000 500,000 0 SUBTOTAL 307,109 3,678,000 2,828,000 9,565,000 CLOSED PROJECTS N/A 145,314 0 0 0 GENERAL AND ADMINISTRATIVE N/A 147,375 258,000 258,000 275,000 DEBT ISSUANCE COST N/A 0 100,000 150,000 100,000 TOTAL EXPENDITURES 51,202,124$ 2,319,221$ 19,344,060$ 12,164,555$ 12,178,000$ GAAP ADJUSTMENT (21,333)$ ENDING FUND BALANCE:5,747,759$ (1,736,301)$ 6,610,572$ 8,642,572$ WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 6,610,572$ 444,254$ 307,254$ 342,254$ 707,254$ 82,254$ 6,300,000$ 7,000,000$ 3,000,000$ 3,000,000$ 0$ 0$ 160,000 50,000 50,000 50,000 50,000 50,000 7,750,000 1,500,000 1,650,000 1,500,000 2,000,000 500,000 14,210,000$ 8,550,000$ 4,700,000$ 4,550,000$ 2,050,000$ 550,000$ 20,820,572$ 8,994,254$ 5,007,254$ 4,892,254$ 2,757,254$ 632,254$ 0$ 0$ 0$ 0$ 0$ 0$ 632,000 0 0 0 0 0 628,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50,000 0 0 0 0 0 0 0 0 0 0 0 1,310,000 0 0 0 0 0 0 0 0 0 0 0 1,000,000 1,500,000 0 0 0 0 0 0 0 1,120,000 1,680,000 0 560,000 840,000 0 320,000 480,000 0 0 0 0 0 0 0 0 500,000 0 0 0 0 7,116,318 0 0 0 0 0 0 1,600,000 1,700,000 0 0 0 0 0 0 0 0 0 0 0 900,000 0 0 0 8,676,318 4,440,000 2,600,000 1,440,000 2,160,000 0 200,000$ 200,000$ 200,000$ 200,000$ 200,000$ 200,000$ 0 0 0 0 0 0 0 0 0 0 0 0 285,000 285,000 285,000 285,000 285,000 285,000 300,000 700,000 0 0 0 0 3,200,000 0 0 0 0 0 100,000 850,000 0 0 0 0 0 212,000 0 0 0 0 WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 50,000 700,000 0 0 0 0 0 0 1,480,000 2,220,000 0 0 3,380,000 0 0 0 0 0 2,000,000 0 0 0 0 0 0 0 0 0 0 0 500,000 1,250,000 0 0 0 0 0 0 0 0 0 0 10,015,000 4,197,000 1,965,000 2,705,000 485,000 485,000 0 0 0 0 0 0 275,000 50,000 100,000 40,000 30,000 30,000 100,000 0 0 0 0 0 20,376,318$ 8,687,000$ 4,665,000$ 4,185,000$ 2,675,000$ 515,000$ 444,254$ 307,254$ 342,254$ 707,254$ 82,254$ 117,254$ WASTEWATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED APPROVED PROJECT BUDGET ACTUAL BUDGET ESTIMATE FY 01-02 NUMBER AMOUNT FY 99-00 FY 00-01 FY 00-01 APPROPRIATIONS BEGINNING FUND BALANCE:1,449,366$ 4,638,758$ 4,638,758$ 5,662,663$ ADDITIONAL RESOURCES: UTILITY REVENUE BONDS 6,000,000$ 11,300,000$ 11,100,000$ 10,000,000$ INTEREST ON INVESTMENTS 197,760 100,000 150,000 200,000 TRANSFERS FROM OPERATIONS 0 0 0 OTHER 785 0 0 0 SUBTOTAL ADDITIONAL RESOURCES 6,198,545$ 11,400,000$ 11,250,000$ 10,200,000$ TOTAL RESOURCES AVAILABLE 7,647,911$ 16,038,758$ 15,888,758$ 15,862,663$ Collection COLLECTION SYSTEM REHAB. SS0209 ANNUAL 190,560$ 250,000$ 250,000$ 285,000$ OVERSIZE PARTICIPATION SS0200 ANNUAL 53,845 50,000 50,000 250,000 GRAHAM ROAD IMPACT FEE LINE PHASE II & III SS9802 417,000$ 100,175 0 318,000 0 EAST GATE RES. REHAB. PH. II&III SS9903 910,000 129,018 0 995,436 0 EAST GATE RES. REHAB. PH. IV SS0102 704,000 0 704,000 0 0 EAST GATE RES. REHAB. PH V SS0201 541,000 0 0 0 0 MILNER STREET SEWER LINE SS0006 35,445 35,040 0 0 0 NORTHGATE REHAB PH. I SS9804 1,700,000 216,855 1,300,000 1,390,000 0 TX. AVE. S. WIDENING SEWER PHASE II SS0003 1,600,000 341 1,300,000 0 0 WESTSIDE SEWER SERVICE SS9702 1,000,000 5,302 500,000 0 0 NORTHEAST TRUNK EXPAN. PHASE I SS9805 1,975,000 14,847 0 773,000 0 NORTHEAST TRUNK EXPAN. PHASE II SS0103 1,000,000 0 1,000,000 0 0 NORTHEAST TRUNK EXPAN. PHASE III TBD 650,000 0 0 0 650,000 SOUTHGATE REHAB. PH. I TBD 150,000 0 0 0 50,000 CREAGER/PEBBLE HILLS PHASE II SS9902 580,000 405,735 0 210,000 0 CHRSTINE LANE SEWER PH II SS9817 841,000 399,676 0 0 0 I&I REDUCTION PROGRAM SS0007 450,000 18,555 150,000 150,000 50,000 HENSEL PARK IMPROVEMENTS TBD 350,000 0 0 0 350,000 SUBTOTAL 1,569,949 5,254,000 4,136,436 1,635,000 Treatment LICK CREEK TRUNK & PLANT EXPANSION SS9806 12,060,000$ 600,998$ 6,676,306$ 4,378,000$ 483,694$ CARTER CREEK ADMN BLDG SS0105 500,000 0 500,000 500,000 0 ODOR CONTROL SS9810 1,245,000 414,003 334,100 786,659 0 SLUDGE HANDLING SS9803 275,000 29,340 0 0 232,000 PAINT CLARIFIERS 4 B & 5B SS9904 65,000 0 0 0 0 LC/ CC SLUDGE PROCESS IMPROVEMENTS TBD 1,200,000 0 0 0 0 CC PLANT DEMO & MAINT. BLDG TBD 250,000 0 0 0 100,000 SUBTOTAL 1,044,341 7,510,406 5,664,659 815,694 CLOSED PROJECTS N/A 109,235 0 0 0 GENERAL AND ADMINISTRATIVE N/A 273,363 325,000 325,000 325,000 DEBT ISSUANCE COST N/A 0 100,000 100,000 60,000 TOTAL EXPENDITURES 2,996,888$ 13,189,406$ 10,226,095$ 2,835,694$ GAAP ADJUSTMENT (12,265)$ ENDING FUND BALANCE:4,638,758$ 2,849,352$ 5,662,663$ 13,026,969$ Notes: 1 - These projects will be reimbursed by impact fees. WASTEWATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 TOTAL PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 5,662,663$ 1,635,663$ 950,663$ 1,145,663$ 750,663$ 425,663$ 10,000,000$ 2,700,000$ 500,000$ 0$ 0$ 0$ 200,000 270,000 160,000 50,000 20,000 5,000 0 0 0 0 100,000 400,000 0 0 0 0 0 0 10,200,000$ 2,970,000$ 660,000$ 50,000$ 120,000$ 405,000$ 15,862,663$ 4,605,663$ 1,610,663$ 1,195,663$ 870,663$ 830,663$ 285,000$ 285,000$ 285,000$ 285,000$ 285,000$ 285,000$ 250,000 250,000 50,000 50,000 50,000 50,000 0 0 0 0 0 0 0 0 0 0 0 0 704,000 0 0 0 0 0 541,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,600,000 0 0 0 0 1,000,000 0 0 0 0 0 1,203,000 0 0 0 0 0 1,000,000 0 0 0 0 0 650,000 0 0 0 0 0 50,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 50,000 50,000 50,000 50,000 50,000 50,000 350,000 0 0 0 0 0 6,083,000 2,185,000 385,000 385,000 385,000 385,000 7,427,000$ 0$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 0 0 0 0 0 232,000 0 0 0 0 0 0 0 0 0 0 0 0 1,200,000 0 0 0 0 100,000 150,000 0 0 0 0 7,759,000 1,350,000 0 0 0 0 0 0 0 0 0 0 325,000 100,000 60,000 40,000 40,000 40,000 60,000 20,000 20,000 20,000 20,000 20,000 14,227,000$ 3,655,000$ 465,000$ 445,000$ 445,000$ 445,000$ 1,635,663$ 950,663$ 1,145,663$ 750,663$ 425,663$ 385,663$ DRAINAGE UTILITY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROJECT BUDGET ACTUAL BUDGET ESTIMATE FY 01-02 BUDGET NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 APPROPRIATIONS BEGINNING FUND BALANCE:3,910,957$ 4,775,532$ 4,775,532$ ADDITIONAL RESOURCES: UTILITY REVENUES 910,119$ 958,500$ 958,500$ INTEREST ON INVESTMENTS 292,587 195,000 311,000 BOND PROCEEDS 785,000 500,000 SUBTOTAL ADDITIONAL RESOURCES 1,202,706$ 1,938,500$ 1,769,500$ TOTAL RESOURCES AVAILABLE 5,113,663$ 6,714,032$ 6,545,032$ BEE CREEK (COMBINED)SD9802 2,000,000$ 20,027$ 0$ 73,214$ BEE CREEK PH. IV & V.SD0001 1,400,000 29,364 1,120,000 192,000 WPC - DART/HOLL TO BYPASS SD9901 855,700 56,468 0 274,685 WPC - CH IMP TX TO DARTMOUTH SD9902 1,900,000 0 0 0 GREENWAYS PROJECTS SD9903 3,640,000 0 785,000 500,000 MINOR DRAINAGE IMPROVEMENTS SD0002 ANNUAL 0 450,000 200,000 BUSINESS PARK DRAINAGE 0 0 35,000 GEORGE BUSH EAST EXT.ST9916 120,000 0 0 120,000 WILLOW BRANCH DETENTION SD0003 9,500 0 83,000 STORMWATER MASTERPLAN TBD 0 0 500,000 DRAINAGE MAINTENANCE ANNUAL 0 0 0 CLOSED PROJECTS 1,380 0 0 GENERAL & ADMIN. 221,392 205,201 205,201 DEBT ISSUANCE COSTS 0 30,000 10,000 TOTAL EXPENDITURES 9,915,700$ 338,131$ 2,590,201$ 2,193,100$ GAAP ADJUSTMENT ENDING FUND BALANCE:4,775,532$ 4,123,831$ 4,351,932$ DRAINAGE UTILITY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 APPROVED TOTAL FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECT APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 4,351,932$ 4,351,932$ 1,499,616$ 1,811,016$ 202,116$ 278,516$ 480,816$ 987,300$ 987,300$ 1,016,900$ 1,047,400$ 1,078,800$ 1,111,200$ 1,144,500$ 200,000 200,000 40,000 50,000 60,000 60,000 60,000 785,000 785,000 785,000 785,000 285,000 0 0 1,972,300$ 1,972,300$ 1,841,900$ 1,882,400$ 1,423,800$ 1,171,200$ 1,204,500$ 6,324,232$ 6,324,232$ 3,341,516$ 3,693,416$ 1,625,916$ 1,449,716$ 1,685,316$ 0$ 1,674,616$ 0$ 0$ 0$ 0$ 0$ 0 1,180,000 0 0 0 0 0 0 555,000 0 0 0 0 0 0 0 0 1,900,000 0 0 0 785,000 785,000 785,000 785,000 285,000 0 0 50,000 50,000 150,000 200,000 450,000 350,000 350,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 350,000 350,000 360,500 371,300 382,400 393,900 405,700 0 0 0 0 0 0 0 220,000 220,000 225,000 225,000 225,000 225,000 225,000 10,000 10,000 10,000 10,000 5,000 0 0 1,415,000$ 4,824,616$ 1,530,500$ 3,491,300$ 1,347,400$ 968,900$ 980,700$ 4,909,232$ 1,499,616$ 1,811,016$ 202,116$ 278,516$ 0 480,816$ 704,616$ HOTEL/MOTEL FUND The primary funding source for the Hotel/Motel Fund is the Hotel/Motel Tax, a consumption type tax authorized under state statute. This tax allows the City to collect up to its current tax rate of 7% on rental income of hotels and motels within the city limits. The uses of the funds derived from the tax are limited to 1) promotion of tourism, 2) promotion and support of the arts, and 3) directly attributable administrative costs. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Hotel/Motel tax revenue is conservatively projected to increase by 4.3% over the year end estimate to $1,876,000. New hotels under construction will have an impact on the future hotel/motel revenues. Revenues are also received from the operation of the Conference Center on George Bush Drive, and from ticket and concession sales at facilities such as Wolf Pen Creek. Expenditures and transfers in the Hotel/Motel Fund increase by 11.2% over the FY 01 year end estimate. This is due in large part to the $600,000 for the Conference Center. This transfer was approved to be done in FY 01, but will not occur until at least FY 02. Funding is included for City Operations that qualify for Hotel/Motel expenditures. $100,000 is included for a marquee sign at Wolf Pen Creek to advertise events at the facility. The Arts Council approved budget for FY 02 is $260,400. The Arts Council request is below the 15% limit that can be spent on art programs out of the Hotel/Motel Fund. These funds are for the operations of the Arts Council. Funding is also included to continue the art in public places, and the arts festival in Northgate. Funds are also available for the arts center project. The Convention & Visitors Bureau budget is $668,000. This is below the budget request of $710,000. The budget includes $577,000 for ongoing operations. Also included is $61,000 to purchase bureau management software, and $30,000 for necessary building repairs. The approved budget for the Brazos Valley Sports Foundation is $192,000. This includes $150,000 for sports tourism development. Also included is $20,000 for the Holiday on the Brazos program. This program was previously administered through the Parks and Recreation Department. This item will shift the funds from the Parks budget to the Sports Foundation. Also included is $10,000 for the Fall Classic Special Olympics, and $12,000 for the Texas Police Games. Debt service in the Hotel/Motel fund for the new Conference Center in FY 02 is approved to be $148,052. Funds for the future operation of the new conference center in the amount of $267,600 have also been approved. $56,500 is also approved for the internal loan from the Electric Fund, for the improvements made to the Hilton. CITY OF COLLEGE STATION HOTEL/MOTEL FUND FUND SUMMARY FY 01 FY 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 BEGINNING FUND BALANCE 1,323,326$ 1,135,807$ 1,135,807$ 1,281,105$ 1,281,105$ REVENUES TAXES 1,796,813$ 1,799,300$ 1,830,000$ 1,876,000$ 1,876,000$ 4.26% TICKETS & CONCESSIONS 19,362 21,300 8,700 9,000 9,000 (57.75%) RENTALS 110,431 119,200 100,250 102,000 102,000 (14.43%) INVESTMENT EARNINGS 68,568 61,800 80,000 82,000 82,000 32.69% OTHER 18,149 20,600 38,800 39,000 39,000 89.32% TOTAL REVENUES 2,013,323$ 2,022,200$ 2,057,750$ 2,108,000$ 2,108,000$ 4.24% TOTAL FUNDS AVAILABLE 3,336,649$ 3,158,007$ 3,193,557$ 3,389,105$ 3,389,105$ 7.32% EXPENDITURES AND TRANSFERS CITY OPERATIONS CONFERENCE CENTER OPER.237,565$ 260,520$ 265,460$ 254,560$ 254,560$ (2.29%) PARKS PROGRAMS & EVENTS 372,113 410,234 292,340 353,696 453,696 10.59% 30/60 CORR. CONV. CENTER DEBT 380,000 148,052 148,052 148,052 148,052 0.00% 30/60 CORR. CONV. CENTER CAPITAL 0 600,000 0 600,000 600,000 361.54% 30/60 CORR. CONV. CENTER OPER.0 130,000 130,000 267,600 267,600 N/A NORTHGATE DEBT SERVICE 59,275 0 0 0 0 N/A ELECTRIC FUND DEBT SERVICE 0 0 0 56,500 56,500 HISTORIC NEIGHBORHOOD PROJECTS19,910 0 0 0 0 N/A OTHER 7,015 6,200 6,200 6,200 6,200 0.00% TOTAL CITY OPERATIONS 1,075,878$ 1,555,006$ 842,052$ 1,686,608$ 1,786,608$ 14.89% ORGANIZATIONS CONVENTION & VISITORS BUREAU 704,150$ 645,000$ 645,000$ 577,000$ 668,000$ 3.57% BRAZOS VALLEY SPORTS FOUND.125,660 150,000 170,000 170,000 192,000 28.00% ARTS COUNCIL 245,154 245,400 255,400 260,400 260,400 6.11% BUSH LIBRARY COMMITTEE 50,000 0 0 0 0 N/A TOTAL ORGANIZATIONS 1,124,964$ 1,040,400$ 1,070,400$ 1,007,400$ 1,120,400$ 7.69% CONTINGENCY 0$ 40,000$ 0$ 40,000$ 40,000$ 0.00% TOTAL OPERATING EXPENSES AND TRANSFERS 2,200,842$ 2,635,406$ 1,912,452$ 2,734,008$ 2,947,008$ 11.82% INCREASE (DECREASE) IN FUND BALANCE (187,519)$ (613,206)$ 145,298$ (626,008)$ (839,008)$ ENDING FUND BALANCE 1,135,807$ 522,601$ 1,281,105$ 655,097$ 442,097$ HOTEL/MOTEL FUND - SOURCES Taxes 89% Rentals 5% Other 2% Investment Earnings 4% HOTEL/MOTEL FUND - USES Parks Programs/ Events 15% Convention/ Visitors Bureau 23% Conference Center Debt 5% Contingenc y 1% New Conference Center 20% Other 1.6%BVSF 6% Arts Council 9% Conference Center 9% Future Conference Center Operations 9% COMMUNITY DEVELOPMENT FUND The Community Development Fund is used to account for grants received by the City for use in revitalizing low-income areas and addressing the needs of its low and moderate income citizens. This fund pays for the direct operating costs. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The City has received two grants for FY 02, the Community Development Block Grant (CDBG) and the Home Grant. The CDBG program is a federal entitlement program that provides the basic funding for general programs and administration. The grant allows administrators flexibility in the use of funds for a wide variety of eligible activities. The HOME grant is a yearly entitlement grant that can only be used for housing programs that assist Low/Moderate Income (LMI). The City currently uses this grant for owner-occupied rehabilitation assistance, down payment assistance, and the Optional Relocation Program. Fund are also approved for Tenant Based Rental Assistance (TBRA), Community Development Housing Organizations (CHDO) activities, and new construction. Both the CDBG and HOME allocations are based on a formula that includes criteria such as the age and condition of a community’s housing stock, incidents of overcrowding, and the demographic characteristics of the city. Community Development Funds are also used for capital projects in areas that qualify for these funds. In FY 02, funds are approved for the improvement of streets in the residential Northgate area. For FY 02, the City has approximately $4.6 million in total authorization from the federal government. This number is comprised of new authorization and remaining authorization from prior fiscal years. FY 02’s grants include $2,799,889 in Community Development Block Grant funds, $1,821,620 in HOME Investment Partnership Grant funds, and $20,000 in program income. COMMUNITY DEVELOPMENT FUND - SOURCES Program Income 0.4% CDBG 60.3% HOME 39.2% COMMUNITY DEVELOPMENT FUND - USES Streets Projects 36% Public Services 4% HomeBuyers Assistance 6% Affordable Housing 4%Code Enforc. 1% New Const. 5%CHDO 9% Other 1% Reimbursed Administration 8% Rental Rehab. 1% Commercial Rehab. 6% Acquisitions 2% Optional Relocation 13% Residential 21% CITY OF COLLEGE STATION COMMUNITY DEVELOPMENT FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED APPROVED FROM FY01 ACTUAL BUDGET ESTIMATE BUDGET SLAS BUDGET TO FY 02 BEGINNING FUND BALANCE 192,559$ 442,105$ 442,105$ 462,105$ 0$ 462,105$ REVENUES GRANTS CDBG 926,754$ 2,694,617$ 1,334,922$ 2,799,889$ 0$ 2,799,889$ 4% HOME 297,261 1,660,900 624,888 1,821,620 0 1,821,620 10% HOPE 0 0 0 0 0 0 N/A PROGRAM INCOME 268,826 20,000 20,000 20,000 0 20,000 0% LOAN REPAYMENTS 10,466 0 0 0 0 0 N/A INTEREST ON LOANS 0 0 0 0 0 0 N/A CEDAR CREEK PROCEEDS 0 192,400 0 0 0 0 -100% OTHER 965 0 0 0 0 0 N/A TOTAL REVENUES 1,504,272$ 4,567,917$ 1,979,810$ 4,641,509$ 0$ 4,641,509$ 2% TOTAL FUNDS AVAILABLE 1,696,831$ 5,010,022$ 2,421,915$ 5,103,614$ 0$ 5,103,614$ 2% EXPENDITURES AND TRANSFERS CDBG HOUSING ASSIST/REHAB 13,489$ 37,200$ 25,000 25,531$ 0$ 25,531$ -31% OPTIONAL RELOCATION 23,776 119,300 40,000 83,625 0 83,625 -30% CLEARANCE/DEMOLITION 178,936 10,000 7,500 22,500 0 22,500 125% ACQUISITIONS 9,653 115,247 38,348 101,899 0 101,899 -12% INTERIM ASSISTANCE 2,144 5,000 2,000 5,000 0 5,000 0% HOMEBUYER'S ASSISTANCE 0 0 0 0 0 0 N/A COMMERCIAL REHABILITATION 24,345 340,323 100,000 283,903 0 283,903 -17% RENTAL REHAB 0 40,000 0 40,000 0 40,000 0% PUBLIC SERVICES 184,338 186,495 177,600 184,050 0 184,050 -1% EXTERNAL PUBLIC FACILITY 27,201 0 0 0 0 0 N/A CODE ENFORCEMENT 16,136 40,000 0 40,000 0 40,000 0% REIMBURSED ADMIN 365,931 236,800 399,750 280,950 0 280,950 19% CAPITAL OUTLAY 14,315 0 OTHER CURRENT EXPENDITURES 0 20,000 0 20,000 0 20,000 N/A GENERAL GOVT PROJECTS 966 381,400 0 0 0 0 -100% STREETS PROJECTS 4,854 1,182,852 544,724 1,712,431 0 1,712,431 349% TOTAL CDBG EXP.866,084$ 2,714,617$ 1,334,922$ 2,799,889$ -$ 2,799,889$ N/A HOME HOUSING ASSIST/REHAB 895$ 96,325$ 48,030$ 152,974$ 0$ 152,974$ N/A OPTIONAL RELOCATION 3,913 601,250 346,941 563,597 0 563,597 485% CLEARANCE/DEMOLITION 0 0 0 0 0 0 -100% HOMEBUYER'S ASSISTANCE 129,638 326,253 116,820 270,917 0 270,917 N/A CHDO/CHDO OPER. EXP.68,903 322,950 0 395,400 0 395,400 21% NEW CONSTRUCTION 7,628 195,234 0 222,891 0 222,891 -31% TENANT BASED RENTAL ASST.0 25,000 0 50,000 0 50,000 -74% CHDO OPERATING EXPENSES 0 0 0 56,650 0 56,650 127% REIMBURSED ADMIN 170,692 93,888 113,097 111,191 0 111,191 N/A CAPITAL OUTLAY 6,135 0 0 0 0 0 -100% TOTAL HOME EXP.387,804$ 1,660,900$ 624,888$ 1,823,620$ -$ 1,823,620$ N/A HOPE HOUSING ASSIST/REHAB 589$ 0$ 0$ 0$ 0$ 0$ N/A REIMBURSED ADMIN 10,149 0 0 0 0 0 N/A TOTAL HOPE EXP.10,738$ 0 0$ 0$ 0$ 0$ N/A CEDAR CREEK AFFORDABLE HOUSING 0$ 192,400$ 0$ 198,127$ 0$ 198,127$ N/A TOTAL CEDAR CREEK EXP.0$ 192,400$ 0$ 198,127$ 0$ 198,127$ N/A TOTAL OPERATING EXPENSES AND TRANSFERS 1,264,626$ 4,567,917$ 1,959,810$ 4,821,636$ 0$ 4,821,636$ N/A EXPENDITURES UNDER (OVER) REVENUES 239,646$ $0 20,000$ (180,127)$ 0$ (180,127)$ GAAP 9,900$ ENDING FUND BALANCE 442,105$ 442,105$ 462,105$ 281,978$ 0$ 281,978$ The Wolf Pen Creek TIF Fund accounts for ad valorem tax and other revenues that are accrued to the WPC TIF District. The fund also accounts for expenditures on projects that take place in the district. The TIF receives ad valorem taxes from the City, School District and County on the incremental increase in assessed valuation (captured value) over the base year (1989). This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The ad valorem revenue estimate of $422,000 is based on a captured value of about $25.3 million. Short term debt in the amount of $2.3 million be issued in order to provide the resources to complete more of the projects in the Wolf Pen Creek District has been approved for FY 2002. The bonds will be paid back over the remaining life of the TIF. These funds will be used for trails in the corridor. This is a different approach to getting projects complete in the corridor. The previous approach only used current revenues for the projects. This approach should allow more Wolf Pen Creek projects to be completed in a shorter time frame. Funds remaining at the end of the year will be retained in the fund and programmed as specific projects are identified. WOLF PEN CREEKTAX INCREMENT FINANCING (TIF) FUND CITY OF COLLEGE STATION WOLF PEN CREEK TIF FUND SUMMARY PROPOSED FY00 FY 00 FY 01 FY 01 FY 01 % CHANGE IN FY 99 REVISED YEAR-END BASE PROPOSED REQUESTED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET SLAS BUDGET FY 00 TO FY 01 BEGINNING BALANCE 182,603$ 404,417$ 404,417$ 587,489$ 83,889$ 587,489$ REVENUES AD VALOREM TAXES COCS 71,194$ 82,900$ 83,000$ 102,000$ 0$ 102,000$ 23.04% AD VALOREM TAXES CSISD 110,027 110,000 140,986 180,000 0 180,000 63.64% AD VALOREM TAXES BRAZOS CO 75,064 45,300 80,271 85,000 0 85,000 87.64% INVESTMENT EARNINGS 20,037 5,000 28,815 29,400 0 29,400 488.00% TOTAL REVENUES 276,322$ 243,200$ 333,072$ 396,400$ 0$ 396,400$ 62.99% TOTAL FUNDS AVAILABLE 458,925$ 647,617$ 737,489$ 983,889$ 83,889$ 1,067,778$ 64.88% EXPENDITURES AND TRANSFERS CAPITAL PROJECTS 53,297$ 672,925$ 150,000$ 900,000$ 0$ 900,000$ 33.74% ENGINEERING 0 0 0 0 0 0 N/A OTHER 1,211 0 0 0 0 0 N/A CONTINGENCY 0 0 0 0 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 54,508$ 672,925$ 150,000$ 900,000$ 0$ 900,000$ 33.74% INCREASE (DECREASE) IN FUND BALANCE 221,814$ (429,725)$ 183,072$ (503,600)$ 0$ (503,600)$ ENDING FUND BALANCE 404,417$ (25,308)$ 587,489$ 83,889$ 83,889$ 83,889$ WOLF PEN CREEK TIF FUND - SOURCES AD VALOREM TAXES CSISD 46% AD VALOREM TAXES BRAZOS COUNTY 21% AD VALOREM TAXES COCS 26% INVESTMENT EARNINGS 7% WOLF PEN CREEK TIF FUND - USES CAPITAL PROJECTS 100% The Melrose Apartment TIF Fund accounts for ad valorem tax and other revenues that are accrued to the Melrose Apartment TIF District. The fund also accounts for expenditures on projects that take place in the district. The TIF receives ad valorem taxes from the City and the College Station Independent School District. In FY 02, the City contributes $50,000 and the school district contributes $150,000. In addition, the City contributed $200,000 for oversize participation for road development. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The City’s FY02 Melrose TIF District ad valorem revenue estimate is $212,119. These revenues will be used to fund capital projects to develop infrastructure within the district. Funds remaining at the end of the year will be retained in the fund and programmed as specific projects are identified. MELROSE APARTMENTTAX INCREMENT FINANCING (TIF) FUND CITY OF COLLEGE STATION MELROSE APARTMENT TIF FUND SUMMARY FY 01 FY 01 FY 02 FY 02 % CHANGE IN FY00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 00 TO FY 01 BEGINNING BALANCE 0$ 50,000$ 50,000$ 61,919$ 61,919$ REVENUES AD VALOREM TAXES COCS 50,000$ 50,000$ 50,000$ 50,000$ 50,000$ 0.00% AD VALOREM TAXES CSISD 0 154,419 154,419 154,419 154,419 0.00% INVESTMENT EARNINGS 0 0 7,500 7,700 7,700 N/A TOTAL REVENUES 50,000$ 204,419$ 211,919$ 212,119$ 212,119$ 3.77% TOTAL FUNDS AVAILABLE 50,000$ 254,419$ 261,919$ 274,038$ 274,038$ 7.71% EXPENDITURES AND TRANSFERS CAPITAL PROJECTS 0$ 200,000$ 200,000$ 225,000$ 225,000$ 12.50% ENGINEERING 0 0 0 0 0 N/A OTHER 0 0 0 0 0 N/A CONTINGENCY 0 0 0 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 0$ 200,000$ 200,000$ 225,000$ 225,000$ 12.50% INCREASE (DECREASE) IN FUND BALANCE 50,000$ 4,419$ 11,919$ (12,881)$ (12,881)$ ENDING FUND BALANCE 50,000$ 54,419$ 61,919$ 49,038$ 49,038$ MELROSE APARTMENT TIF - SOURCES Investment Earnings 4% Ad Valorem Taxes CSISD 72% Ad Valorem Taxes COCS 24% MELROSE APARTMENT TIF - USES Capital Projects 100% INTERNAL SERVICES FUND The Internal Services Fund is a combination of the internal services of Communications, Fleet Services and Print/Mail within the City of College Station. In an effort to better control costs, the fund receives revenues based on the expected costs associated with the aforementioned services and uses them to pay for those specific services. The Internal Services Fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non- cash transactions such as depreciation. The focus is on the net change in working capital. Estimates for annual funding levels have been developed using a number of techniques that forecast printing and mail costs, communications maintenance costs and fleet maintenance costs. The policies that were approved to set up the fund is as follows: 1. Specific charges will be assigned to each printing job based on number of pages, binding, stapling, folding, etc. This revenue will be used to pay for all labor, materials and overhead costs associated with internal printing. 2. Each department will be charged an annual mail-handling fee based on the costs associated with the collection, distribution and processing of mail within the City. 3. The copiers in City Hall (Fiscal Services and Human Resources) were moved into the Print/Mail Division. There will be a copy charge for every copy made on the copiers mentioned above. All other copiers will be expensed within the operating budgets of the departments using the copiers. 4. Annual communications maintenance charges will be prorated based on the number of phones and radios in each department. All other miscellaneous maintenance charges are forecast based on the number of work orders in the previous year. These charges will be used to pay for all expenses related to each specific function in the Communications Division. 5. Each department that has been assigned vehicles will be charged an annual maintenance fee to cover inspections and maintenance problems. Base budget revenues for the fund reflect the above policies. The revenues are transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund all expenses related to the specific functions. The total revenues for FY 02 are $2,221,144; an increase of 7% over the FY 01 revised budget. The FY 02 approved expenditures are $2,504,980, an increase of 33.5% over the FY 01 revised budget. The increase includes two approved SLA’s totaling $17,100. Approved SLA’s for FY 02 include $7,500 to purchase a heavy duty truck and equipment fire machine, and $5,500 to replace a freon recycling station. The remaining service level adjustment is for the increased contribution to the health insurance plan. CITY OF COLLEGE STATION INTERNAL SERVICES COMBINED FUND SUMMARY FY 01 FY 01 FY 02 FY 02 % CHANGE IN FY 00 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 01 TO FY 02 REVENUES FLEET MAINTENANCE CHARGES 1,247,815$ 1,193,980$ 1,249,059$ 1,245,765$ 1,245,765$ 4.34% PRINT/MAIL CHARGES 323,864 355,121 340,421 344,489 344,489 (2.99%) COMMUNICATIONS CHARGES 444,981 525,000 525,000 630,890 630,890 20.17% INVESTMENT & OTHER 7,005 5,000 (4,800) 0 0 (100.00%) MISCELLANEOUS 0 0 0 0 0 N/A TOTAL REVENUES 2,023,665$ 2,079,101$ 2,109,680$ 2,221,144$ 2,221,144$ 6.83% EXPENDITURES FLEET MAINTENANCE 1,018,268$ 1,062,309$ 1,074,611$ 1,104,281$ 1,119,881$ 5.42% PRINT/MAIL 301,088 306,371 294,714 304,822 305,422 (0.31%) COMMUNICATIONS 497,194 490,903 496,193 532,707 533,607 8.70% GENERAL & ADMIN. TRANSFERS 247,100 255,000 255,000 256,535 256,535 0.60% OTHER 22,615 0 0 0 0 CONTINGENCY 0 16,500 0 16,500 16,500 0.00% TOTAL EXPENDITURES 2,086,265$ 2,131,083$ 2,120,518$ 2,214,845$ 2,231,945$ 4.73% GAAP ADJUSTMENTS 5,481$ INCREASE (DECREASE) IN WORKING CAPITAL (62,600)$ (51,982)$ (10,838)$ 6,299$ (10,801)$ BEGINNING WORKING CAPITAL 134,365$ 77,246$ 77,246$ 66,408$ 66,408$ ENDING WORKING CAPITAL 77,246$ 25,264$ 66,408$ 72,707$ 55,607$ INTERNAL SERVICE FUND- USES Contingency 1% Print/Mail 14% Com- munications 23% General & Admin. Transfers 10% Fleet Maintenance 50% INTERNAL SERVICES FUND - SOURCES Print/Mail 16% Fleet Maintenance 56% Com- munications 25% CITY OF COLLEGE STATION FLEET SERVICES DEPARTMENT SUMMARY 10/31/2001 14:17 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 PARTS 948,459$ 73,249$ 73,248$ 74,210$ 74,210$ 1.29% ADMINISTRATION 69,808 989,060 990,863 988,652 1,045,671 5.41% DEPARTMENT TOTAL 1,018,267$ 1,062,309$ 1,064,111$ 1,062,862$ 1,119,881$ 5.14% DEPARTMENT SUMMARY BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 512,088$ 566,858$ 566,855$ 573,588$ 617,607$ 8.22% SUPPLIES 421,346 416,550 412,913 410,476 410,476 -1.48% MAINTENANCE 25,287 25,773 25,773 25,781 25,781 0.03% PURCHASED SERVICES 56,031 53,128 58,570 53,017 53,017 -0.21% CAPITAL OUTLAY 3,515 0 0 0 13,000 N/A DEPARTMENT TOTAL 1,018,267$ 1,062,309$ 1,064,111$ 1,062,862$ 1,119,881$ 5.14% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 PARTS 2.0 2.0 2.0 2.0 2.0 0.00% ADMINISTRATION 13.0 13.0 13.0 13.0 13.0 0.00% DEPARTMENT TOTAL 15.0 15.0 15.0 15.0 15.0 0.00% SERVICE LEVEL ADJUSTMENTS FLEET ADMINISTRATION Heavy duty truck and equipment tire machine $7,500 Replace freon recycling station $5,500 $13,000 CITY OF COLLEGE STATION PRINT/MAIL DIVISION SUMMARY 10/31/2001 14:17 EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 PRINT/MAIL 301,088$ 306,371$ 292,314$ 298,401$ 305,422$ -0.31% DIVISION TOTAL 301,088$ 306,371$ 292,314$ 298,401$ 305,422$ -0.31% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 157,188$ 159,447$ 162,762$ 158,983$ 166,004$ 4.11% SUPPLIES 81,236 69,747 66,888 72,310 72,310 3.67% MAINTENANCE 7356 8,965 8,959 9,089 9,089 1.38% PURCHASED SERVICES 46,417 58,712 49,411 58,019 58,019 (1.18%) CAPITAL OUTLAY 8,891 9,500 4,294 0 0 N/A DIVISION TOTAL 301,088$ 306,371$ 292,314$ 298,401$ 305,422$ -0.31% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 PRINT/MAIL 5.0 5.0 5.0 5.0 5.0 0.00% DIVISION TOTAL 5.0 5.0 5.0 5.0 5.0 0.00% CITY OF COLLEGE STATION COMMUNICATION SERVICES DIVISION SUMMARY 10/31/2001 13:53 EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 COMMUNICATION SERV. 497,194$ 490,903$ 492,693$ 522,636$ 533,607$ 8.70% DIVISION TOTAL 497,194$ 490,903$ 492,693$ 522,636$ 533,607$ 8.70% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 279,162$ 264,348$ 285,885$ 265,126$ 276,097$ 4.44% SUPPLIES 135,405 72,813 78,972 84,415 84,415 15.93% MAINTENANCE 24875 90,204 61,654 118,740 118,740 31.63% PURCHASED SERVICES 52,105 63,538 66,182 # 54,355 54,355 (14.45%) CAPITAL OUTLAY 5,647 0 0 0 0 0.00% DIVISION TOTAL 497,194$ 490,903$ 492,693$ 522,636$ 533,607$ 8.70% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 COMMUNICATION SERV 5.0 5.0 5.0 5.0 5.0 0.00% DIVISION TOTAL 5.0 5.0 5.0 5.0 5.0 0.00% EQUIPMENT REPLACEMENT FUND The Equipment Replacement Fund is an internal service fund that provides equipment and fleet replacements within the City of College Station. In an effort to better control costs, the fund receives rental charges from departments based on the economic life of their equipment and vehicles. The fund then purchases replacement scheduled and/or as conditions warrant. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. Specific rental charges are based upon the estimated replacement price of the individual items. Specific approved replacement policies include the following: 1. All qualified existing fleet equipment will be replaced through the equipment replacement fund. Other equipment will be replaced through the budget process. 2. Each department will be charged an annual replacement fee based on the useful life and anticipated replacement cost of each vehicle assigned to that department. A team made up of representatives from user departments and Fiscal Services will review fleet replacement lists to ensure that the guidelines are being met and that funds are available to replace needed equipment. 3. Each department will be charged for the phone system based on the number of phones it is assigned. Charges for the 800 MHz radio system will be prorated in the same manner. These charges will continue after the interfund loan has been recovered in order to replace the phone and radio systems in the future. 4. The Police and Fire Department will be charged for the Mobile Data Terminal system being installed. These changes will ensure that the system can be replaced in the future. 5. Each department will be charged an annual copier replacement rental fee based upon the number of authorized copiers. Fiscal Services and Office of Technology and Information Services representatives will evaluate each department’s copier needs on a case by case basis to determine whether the purchase or continual rental of a copier is the most efficient course of action. Replacement copiers will be purchased through the Equipment Replacement Fund. New (additions to the inventory) copiers will be funded through individual department’s operating budget. 6. Other equipment, not specifically detailed above, will be handled in a similar manner. Representatives of affected departments will be responsible for meeting with Fiscal Services to determine if inclusion in the Equipment Replacement Fund is warranted. Base budget revenues for the fund reflect the above policies. The revenues are automatically transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund expenses related to the specific functions. The approved FY 02 total revenues are $3,066,552, 18% higher than the FY 01 revised budget. This increase includes 9 approved service level adjustments for new vehicles and equipment totaling $579,775. The new items are accounted in this manner so the equipment and vehicles become assets in the Equipment Replacement Fund. The approved FY 02 total expenditures are $2,071,975, a 4.4% decrease from the FY 01 revised budget. FY 02 approved SLAs, totaling $579,775, include: $22,125 for a truck for the proposed animal control officer; $24,000 for a fire safety education house/trailer; $150,000 to purchase a pothole patch truck; $22,500 for a truck for the propose crack seal crew; $21,000 for the minivan for the energy auditor; $145,000 for vacuum high pressure water jet unit; $8,500 for an equipment trailer for the Wastewater Department; and $186,650 for the purchase of a front end load refuse truck. CITY OF COLLEGE STATION EQUIPMENT REPLACEMENT FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY 00 REVISED YEAR-END BASE APPROVED FROM FY 01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 02 BEGINNING WORKING CAPITAL 3,098,431$ 3,617,517$ 3,617,517$ 4,358,199$ 4,358,199$ REVENUES FLEET RENTALS 1,848,400$ 1,805,720$ 1,805,720$ 1,890,099$ 2,469,874$ 36.78% PHONE SYSTEM RENTALS 100,069 100,010 100,010 49,971 49,971 (50.03%) 800 MHZ RENTALS 198,290 199,430 199,430 180,000 180,000 (9.74%) MOBILE DATA SYSTEM RENTALS 83,500 89,100 89,100 80,180 80,180 (10.01%) COPIER RENTALS 19,608 19,608 19,608 46,797 46,797 138.66% OTHER EQUIPMENT RENTALS 16,397 3,770 3,770 4,730 4,730 25.46% RESERVE FOR FUTURE VEHICLE PURCHASE 0 200,000 200,000 0 0 INVESTMENT & OTHER 197,641 180,000 244,207 235,000 235,000 30.56% OTHER NONOPERATING 0 0 0 0 0 N/A TOTAL REVENUES 2,463,905$ 2,597,638$ 2,661,845$ 2,486,777$ 3,066,552$ 18.05% EXPENDITURES FLEET REPLACEMENT 1,902,482$ 2,126,734$ 1,881,163$ 1,446,200$ 2,025,975$ (4.74%) PHONE SYSTEM REPLACEMENT 0 0 0 0 0 N/A 800 MHZ SYSTEM REPLACEMENT 0 0 0 0 0 N/A MOBILE DATA SYSTEM REPLACEMENT 28,609 0 0 0 0 N/A COPIER REPLACEMENT 33,638 40,000 40,000 46,000 46,000 15.00% OTHER EQUIPMENT REPLACEMENT 24,035 0 0 0 0 N/A TOTAL NET EXPENDITURES 1,988,764$ 2,166,734$ 1,921,163$ 1,492,200$ 2,071,975$ (4.37%) GAAP ADJUSTMENTS 43,945$ INCREASE (DECREASE) IN WORKING CAPITAL 475,141$ 430,904$ 740,682$ 994,577$ 994,577$ ENDING WORKING CAPITAL 3,617,517$ 4,048,421$ 4,358,199$ 5,352,776$ 5,352,776$ EQUIPMENT REPLACEMENT FUND - SOURCES 800 MHZ Rentals 6% Phone System Rentals 2% Investment & Other 7%Mobile Sytem Rentals 3% Copier Rentals 2%Fleet Rentals 80% EQUIPMENT REPLACEMENT FUND - USES Copier Replacement 2% Fleet Replacement 98% Fleet and Equipment Replacement Department Vehicle #Cost Police 4169 1999 PD Patrol Car Equipment $4,800 Police 4170 1999 PD Patrol Car Equipment 4,800 Police 4172 1999 PD Patrol Car Equipment 4,800 Police 4173 1999 PD Patrol Car Equipment 4,800 Police 4174 1999 PD Patrol Car Equipment 4,800 Police 4203 1993 Chevrolet Lumina 18,500 Police Total $42,500 5113 1991 Ford Ambulance $130,000 Fire 5102 1993 Dodge Dynasty 18,500 Fire Total $148,500 Streets 3106 1983 Bomag Recycler $225,000 Sanitation 7206 1994 Chevrolet 1/2 Ton Pickup 17,500 Sanitation 7210 1995 Peterbilt Front Load 185,000 Public Works Total $427,500 Parks 8302 1998 SCAG Riding Mower $8,500 Parks 8306 1998 SCAG Riding Mower 8,500 Parks 8307 1998 SCAG Riding Mower 8,500 Parks 8406 1992 Chevrolet 1/2 Ton Pickup 17,500 Parks 8410 1985 Log Splitter 700 Parks Total $43,700 Utility Billing 2709 1994 Chevrolet 1/2 Ton Pickup $17,500 OTIS Total $17,500 Electric 9901 1994 Pontiac Sedan $18,500 Electric 0004 1986 Generator Post Oak 28,000 Electric 0005 1986 Generator South 28,000 Electric 9209 1992 HD 1 Ton Utility Truck 31,000 Electric 9245 1981 Chevrolet 75' Bucket Truck 240,000 Water 9424 1991 Concrete Saw 10,000 Water 9451 1992 GMC 3/4 Ton Pickup 18,500 Water 9459 1994 GMC 1/2 Ton Pickup 17,500 Public Utilities Total $391,500 BVSWMA 7343 1996 Linkbelt 5800 Track Hoe $375,000 BVSWMA Total $375,000 Total Replacement for the FY02 Base Budget $1,446,200 Department Cost Police 22,125 Fire 24,000 Streets 150,000 Streets Crack Seal Truck 22,500 Electric 21,000 Water 145,000 Wastewater Safety Trailer Unit 8,500 Sanitation 186,650 $579,775Total New Fleet and Equipment for the FY02 Approved Budget Vacuum/High Pressure Water Jet Unit Fleet and Equipment Scheduled Replacements Fleet and Equipment Approved SLA's Pichup for new Animal Control Officer Front End Load Refuse Truck Minivan for Energy Auditor Fire Safety Trailer Pot-hole Patch Truck \UTILITY BILLING FUND The Utility Billing Fund is used to account for expenditures associated with meter services, billing, and collection for the City’s Electric, Water, Wastewater, Sanitation and Drainage utilities. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. Revenues in the Utility Billing Fund are received as service charges from the various enterprise funds. Revenues are projected to be $2,174,500. FY 02 projected expenditures are $2,175,670 a decrease of 4% from the FY 01 revised budget. Utility Billing has one service level adjustment. $100,000 is approved for the addition of credit card services, as suggested by the 2001-2002 Strategic Plan. CITY OF COLLEGE STATION UTILITY BILLING SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 BILLING COLLECTIONS 951,021$ 1,010,110$ 1,029,375$ 1,001,540$ 1,151,919$ 14.04% METER SERVICES 355,463 399,668 400,668 384,504 398,264 (0.35%) UTILITY BILLING FUND TOTAL 1,306,484$ 1,409,778$ 1,430,043$ 1,386,044$ 1,550,183$ 9.96% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,015,570$ 1,054,597$ 1,072,110$ 1,072,301$ 1,136,440$ 7.76% SUPPLIES 55,079 60,320 62,359 62,440 62,440 3.51% MAINTENANCE 22,255 39,288 33,515 39,200 39,200 (0.22%) PURCHASED SERVICES 205,580 204,073 234,059 212,103 312,103 52.94% CAPITAL OUTLAY 8,000 51,500 28,000 0 0 (100.00%) UTILITY BILLING FUND TOTAL 1,306,484$ 1,409,778$ 1,430,043$ 1,386,044$ 1,550,183$ 9.96% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 BILLING COLLECTIONS 20.5 20.5 21 21.0 21.0 0.00% METER SERVICES 9.5 9.5 9.5 9.5 9.5 0.00% UTILITY BILLING FUND TOTAL 30.0 30.0 30.5 30.5 30.5 0.00% SERVICE LEVEL ADJUSTMENTS BILLING COLLECTIONS Utility bill credit card services $100,000 $100,000 CITY OF COLLEGE STATION UTILITY BILLING SUMMARY 10/31/2001 14:11 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 BILLING COLLECTIONS 951,021$ 1,010,110$ 1,029,375$ 1,001,540$ 1,151,919$ 14.04% METER SERVICES 355,463 400,668 400,668 384,504 398,264 (0.60%) UTILITY BILLING FUND TOTAL 1,306,484$ 1,410,778$ 1,430,043$ 1,386,044$ 1,550,183$ 9.88% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 00 FY 01 FY 01 FY 02 FY 02 FY 01 TO FY 02 SALARIES & BENEFITS 1,015,570$ 1,054,597$ 1,072,110$ 1,072,301$ 1,136,440$ 7.76% SUPPLIES 55,079 60,320 62,359 62,440 62,440 3.51% MAINTENANCE 22,255 39,288 33,515 39,200 39,200 (0.22%) PURCHASED SERVICES 205,580 204,073 234,059 212,103 312,103 52.94% CAPITAL OUTLAY 8,000 52,500 28,000 0 0 (100.00%) UTILITY BILLING FUND TOTAL 1,306,484$ 1,410,778$ 1,430,043$ 1,386,044$ 1,550,183$ 9.88% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 99 FY 00 FY 01 FY 02 FY 02 FY 01 TO FY 02 BILLING COLLECTIONS 20.5 20.5 21 21.0 21.0 0.00% METER SERVICES 9.5 9.5 9.5 9.5 9.5 0.00% UTILITY BILLING FUND TOTAL 30.0 30.0 30.5 30.5 30.5 0.00% SERVICE LEVEL ADJUSTMENTS BILLING COLLECTIONS Utility bill credit card services $100,000 $100,000 SELF INSURANCE FUND The City of College Station is partially self-insured for employee health, accident, disability and life insurance, property casualty and general liability, worker's compensation and unemployment compensation. Actuarially-based charges are made to each of the operating funds using relevant bases (i.e., health insurance is charged monthly per full-time participating employee, while unemployment and worker's compensation are charged as a percentage of gross salary). This method of funding allows the City to more accurately reflect the costs of claims against the various funds and to minimize potential risks. This Fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. FY 02 revenues are based on the actual amounts assigned to the various operating activity centers. There is a 21% increase in expected FY 02 revenues over FY 01 year end estimates due to changes in rates, number of employees, covered equipment, buildings and other factors. An increase in health insurance premiums is approved in FY 02 as part of the effort to address continued cost increase. The approved budget includes an increase in the City contribution to the Employee Benefits Fund of $75 per month per employee. Full family dependant, dependent only, and spouse only coverage are also approved to increase by $35 per month per family. These changes will move the Employee Benefits Fund to a position of being self-sufficient. Employees will also contribute $180 of the new costs. FY 02 expenditures are based on estimates of future claims, premiums, and other miscellaneous costs. Total approved expenditures are $4,652,628, an increase of 28% over the FY 01 revised budget. This increase is a result of rising medical costs, changes in the health care plan and an increase in property claims. Through education and training programs, efforts are being made to reduce the claims incurred. The City will continue to monitor claims to determine what additional plan changes need to be made. CITY OF COLLEGE STATION SELF INSURANCE FUND SUMMARY % CHANGE FY 01 FY 01 FY 02 FY 02 IN BUDGET FY00 REVISED YEAR-END BASE APPROVED FROM FY01 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY02 BEGINNING WORKING CAPITAL 1,262,321$ 991,625$ 991,625$ 405,532$ 405,532$ REVENUES CITY CONTRIBUTIONS 2,639,848$ 2,769,450$ 2,889,648$ 3,361,637$ 3,478,437$ 25.60% EMPLOYEE CONTRIB.552,857 668,000 618,000 716,000 832,800 24.67% COBRA 40,037 30,000 56,700 57,300 57,300 91.00% INVESTMENT EARNINGS 84,006 60,700 47,024 39,272 39,272 (35.30%) OTHER 35,548 10,000 81,840 75,000 75,000 650.00% TOTAL REVENUES 3,352,296$ 3,538,150$ 3,693,212$ 4,249,209$ 4,482,809$ 26.70% TOTAL FUNDS AVAILABLE 4,614,617$ 4,529,775$ 4,684,837$ 4,654,741$ 4,888,341$ 7.92% EXPENDITURES AND TRANSFERS CLAIMS 2,783,934$ 2,721,000$ 3,245,879$ 3,649,800$ 3,649,800$ 34.13% ADMINISTRATION FEE 186,307 177,000 172,323 271,500 271,500 53.39% PREMIUMS 500,885 561,900 717,978 558,200 558,200 (0.66%) GENERAL & ADMINISTRATIVE 119,540 132,615 132,615 141,128 141,128 6.42% OTHER OPERATING 0 0 9,510 5,000 5,000 N/A OTHER NON-OPERATING 1,191 8,000 1,000 5,000 5,000 (37.50%) CONTINGENCY 0 22,000 0 22,000 22,000 0.00% TOTAL DEPT OPERATING EXPEND. AND TRANSFERS 3,591,857$ 3,622,515$ 4,279,305$ 4,652,628$ 4,652,628$ 28.44% GAAP ADJUSTMENT (31,135)$ INCREASE (DECREASE) IN WORKING CAPITAL (239,561)$ (84,365)$ (586,093)$ (403,419)$ (169,819)$ ENDING WORKING CAPITAL 991,625$ 907,260$ 405,532$ 2,113$ 235,713$ SELF INSURANCE FUND - SOURCES Investment Earnings 1% Ciity Contributions 77% Employee Contributions 19% Cobra 1%Other 2% SELF INSURANCE FUND - USES Admin. Fees 6% Premiums 12% Claims 78% Other 1% Gen. & Admin. 4% APPENDIX A BUDGET ORDINANCES APPENDIX B SERVICE LEVEL ADJUSTMENTS FY 02 APPROVED SERVICE LEVEL ADJUSTMENTS FY 02 Approved SLA's Department Description One-Time Reoccurring Total Savings Net Total Cost Cost FY 2002 Strategic Plan-General Fund Related SLA's General Government Economic Development Business Park brochure and follow-up marketing 20,000 5,000 25,000 0 25,000 Development Services Administration Annexation 20,000 0 20,000 0 20,000 Parks Forestry Urban Forest Mgmt Plan 30,000 0 30,000 10,000 20,000 Instruction Senior Center Feasibility Study 5,000 0 5,000 0 5,000 Operations Parks Replacement (Parks Maintenance Standards) 0 25,000 25,000 0 25,000 Public Works Streets Maintenance Street Markings Year 2 (new SLA)0 20,000 20,000 0 20,000 Other Nondepartmental TEX-21 Membership 10,000 0 10,000 0 10,000 Nondepartmental Parks location incentive fund 200,000 0 200,000 0 200,000 Nondepartmental Representational Public Art 150,000 500 150,500 0 150,500 FUND-001 Sub-Totals 435,000 50,500 485,500 10,000 475,500 General Government City Manager Full-time secretary 2,230 25,101 27,331 0 27,331 Economic Development Part-Time Economic Development Intern position 10,085 0 10,085 0 10,085 Economic Development Brazos Valley Tech. Expo booth 1,500 0 1,500 0 1,500 Community Development Facsimile machine 1,750 0 1,750 1,750 0 Fire Administration Laptop computer, software/hardware for Emergency Operations Center 4,125 510 4,635 0 4,635 Suppression Partial replacement of 44 15yr old breathing apparatus 78,000 0 78,000 0 78,000 Suppression 2 breathing apparatus & 6 spare cylinders 12,000 500 12,500 0 12,500 Suppression Replace/maintain fire station living & office equipment 5,000 0 5,000 0 5,000 Suppression Fire Station #5 Year 1 of 3 24,000 205,583 229,583 0 229,583 EMS 1 Life Pack 12 heart monitor/defibrillator 20,000 0 20,000 0 20,000 Prevention Replace Fire Safety Trailer 24,000 0 24,000 0 24,000 OTIS Administration BTU Franchise - Legal and Consulting 50,000 0 50,000 50,000 0 Administration Cable Franchise - Legal and Consulting 100,000 0 100,000 0 100,000 MIS Maintain records mgmt/Imaging system software/hardware 0 20,305 20,305 6,677 13,628 Library Library self check out unit 28,000 0 28,000 0 28,000 1 Time Health Plan Contribution 84,000 0 84,000 0 84,000 FY 2002 General Fund Approved SLA's B-1 FY 02 Approved SLA's Department Description One-Time Reoccurring Total Savings Net Total Cost Cost Parks Administration Contract annual landscape maintenance 0 63,750 63,750 13,000 50,750 Administration Convert part-time secretary position to full-time 0 19,333 19,333 19,333 0 Administration Operation/maintenance of Veterans Park Ph1 142,950 66,454 209,404 0 209,404 Aquatics Thomas Pool renovation 277,255 0 277,255 0 277,255 Lincoln Center Replace gym floor scrubber 4,000 0 4,000 0 4,000 Police Police Comm./Jail Replace building security camera and public address system 19,500 1,950 21,450 0 21,450 Uniform Patrol Audio recording devices for officers on foot, motorcycles and bicycles 18,875 2,000 20,875 0 20,875 Uniform Patrol Accelerate audio/visual recorders replacement rate for patrol cars 50,500 500 51,000 0 51,000 Uniform Patrol 3 Year grant- Intersection Traffic Control (ITC)/ Selective Traffic Enforcement Program (STEP) 26,069 0 26,069 26,069 0 Uniform Patrol 3 Year grant- (Safe & Sober) to address speed, occupant protection and DWI violations. 41,248 0 41,248 41,248 0 Special Services Full-time animal control officer 28,925 39,408 68,333 0 68,333 Public Works Traffic Signals Routine maintenance on aerial device 6,000 0 6,000 0 6,000 Streets Maintenance Routine maintenance of Veterans Parking Lot/Bike Loop 0 10,000 10,000 10,000 0 Streets Maintenance Street Maintenance Crew - 3 personnel and one crew truck 22,500 93,255 115,755 0 115,755 Streets Maintenance Pot-hole truck and operator 150,000 39,306 189,306 39,306 150,000 Streets Maintenance Expand sealcoat operations 0 75,742 75,742 0 75,742 Drainage Maintenance Fund drainage operations from drainage fund (912) 0 -341,497 -341,497 0 -341,497 FUND-001 Sub-Totals 1,232,512 322,200 1,554,712 207,383 1,347,329 FUND-001 Total General Fund 1,667,512 372,700 2,040,212 217,383 1,822,829 Parking Hire 4 Parking officers & equipment.34,115 102,762 136,877 0 136,877 Facilities Maintenance Upkeep of Northgate Parking Garage/Promenade 0 35,175 35,175 0 35,175 Parking Lot 2nd Street Plaza clean-up program 0 12,000 12,000 0 12,000 1 Time Health Plan Contribution 300 0 300 0 300 FUND-202 Totals 34,415 149,937 184,352 0 184,352 FY 2002 Parking Enterprise Fund B-2 FY 02 Approved SLA's Department Description One-Time Reoccurring Total Savings Net Total Cost Cost Strategic Plan-Electric Fund Related SLA's Strategic Plan Core Team Electric Image Building & Customer Education Program 200,000 0 200,000 0 200,000 Operations Admin. Development of Electric/Strategic Plan 100,000 0 100,000 0 100,000 FUND-211 Sub-Totals 300,000 0 300,000 0 300,000 Administration Laptops for electric system maps & AS-400-live comm. 96,060 17,163 113,223 0 113,223 Administration Safety and Training Program 0 0 31,636 0 31,636 Administration Minivan for energy auditor 21,000 4,380 25,380 0 25,380 Administration Replace electric substation test equip. 53,435 0 53,435 0 53,435 Administration Phone recording system 25,000 0 25,000 0 25,000 Administration Continue outsourcing GIS easement creation 60,000 0 60,000 0 60,000 1 Time Health Plan Contribution 10,000 0 10,000 0 10,000 FUND-211 Sub-Totals 265,495 21,543 318,674 0 318,674 FUND-211 Totals 565,495 21,543 618,674 0 618,674 Distribution Vacuum/High Pressure Water Jet Unit- truck mounted 145,000 24,500 169,500 0 169,500 Distribution Purchase Safety Trailer Unit 8,500 0 8,500 0 8,500 Production Rebuild workshop 25,000 0 25,000 0 25,000 Production Replace chlorinators at Dowling Rd. Pump Station 75,000 1,000 76,000 0 76,000 Water Safety and Training Program 0 0 0 5,786 -5,786 1 Time Health Plan Contribution 5,200 0 5,200 0 5,200 FUND-212 Totals 258,700 25,500 284,200 5,786 278,414 Treatment Upgrade network server hardware 29,250 0 29,250 0 29,250 Treatment 2 additional full-time operators 0 25,300 25,300 0 25,300 Waste Water Safety and Training Program 0 0 0 5,850 -5,850 1 Time Health Plan Contribution 6,300 0 6,300 0 6,300 FUND-213 Totals 35,550 25,300 60,850 5,850 55,000 Commercial 1 Route Manager and 1 Front End Loading Cab and Chassis 186,650 60,910 247,560 0 247,560 Residential Recycling rewards program 0 7,100 7,100 0 7,100 1 Time Health Plan Contribution 5,600 0 5,600 0 5,600 FUND-214 Totals 192,250 68,010 260,260 0 260,260 FY 2002 WasteWater Fund Approved SLA's FY 2002 Sanitation Fund Approved SLA's FY 2002 Electric Fund Approved SLA's FY 2002 Water Fund Approved SLA's B-3 FY 02 Approved SLA's Department Description One-Time Reoccurring Total Savings Net Total Cost Cost FY 2002 Strategic Plan-Utility Billing Fund Related SLA's Strategic Plan Core Team Credit Card Services 0 100,000 100,000 0 100,000 FUND-226 Sub-Totals 0 100,000 100,000 0 100,000 FY 2002 Utility Billing Fund Approved SLA's 1 Time Health Plan Contribution 5,200 0 5,200 0 5,200 FUND-226 Sub-Totals 5,200 0 5,200 0 5,200 FUND-226 Totals 5,200 100,000 105,200 0 105,200 FY 2002 Fleet Services Fund Approved SLA's Fleet-Administration Heavy duty truck and equipment tire machine 7,500 0 7,500 0 7,500 Fleet-Administration Replace freon recycling station 5,500 0 5,500 0 5,500 1 Time Health Plan Contribution 5,200 0 5,200 0 5,200 FUND-227 Totals 18,200 0 18,200 0 18,200 FY 2002 BVSWMA Fund Approved SLA's Landfill Operations Southern side wall of landfill expansion to comply 463,255 0 463,255 0 463,255 1 Time Health Plan Contribution 4,200 0 4,200 0 4,200 FUND-999 Totals 467,455 0 467,455 0 467,455 FY 2002 Print/Mail Fund Approved SLA's 1 Time Health Plan Contribution 600 0 600 0 600 FUND-228 Totals 600 0 600 0 600 FY 2002 Communication Services Fund Approved SLA's 1 Time Health Plan Contribution 900 0 900 0 900 FUND-229 Totals 900 0 900 0 900 Total All Funds 3,246,277 762,990 4,040,903 229,019 3,811,884 B-4 FY 02 NOT RECOMMENDED SERVICE LEVEL ADJUSTMENTS FY 02 NOT Recommended SLA's Department Description One-Time Reoccurring Total Savings Net Total Cost Cost FY 2002 General Fund Not Recommended SLA's Planning Administration Expand Neighborhood Conference and Youth Vision Event 0 10,000 10,000 0 10,000 Fire Administration 1 Full-time regular secretary 4,747 25,939 30,686 0 30,686 Suppression Dedicated Ladder Company 24,000 205,583 229,583 0 229,583 Administration Increase OT expenditures to meet internal training requirements 0 25,000 25,000 0 25,000 Prevention Part-time Public Education Officer 0 26,000 26,000 0 26,000 Suppression Upgrade 3 pumper apparatus-discharging fire foam 10,500 500 11,000 0 11,000 EMS Maintain and test specialized equipment 0 14,000 14,000 0 14,000 General Government Economic Development C.S. Business Development Corp. training and community events 1,000 0 1,000 0 1,000 Community Development Multimedia projector 4,725 0 4,725 0 4,725 Human Resources Full-time regular Secretary position 0 25,116 25,116 8,633 16,483 Human Resources Change part-time seasonal Secretary position to full-time 0 14,581 14,581 8,609 5,972 Human Resources Additional employee recruiting 0 4,200 4,200 0 4,200 OTIS Communication Services E-Government plan approved by Council 10,000 51,417 61,417 0 61,417 Library Librarian, clerk 0 71,568 71,568 0 71,568 Parks Aquatics Increase lifeguard starting salary from 6.30- 7.00$/hr 0 98,070 98,070 0 98,070 East District Upgrade 2 mowers (East and South) 25,500 7,100 32,600 0 32,600 Forestry 70 annual back flow device inspections 0 6,000 6,000 0 6,000 Forestry Parks Maintenance Standards 0 75,000 75,000 0 75,000 Lincoln Center Recreational programming area, fitness & changing rooms 510,000 0 510,000 0 510,000 Parks Administration Increase infrastructure replacement fund 0 35,000 35,000 0 35,000 Parks Administration Software for secretary 2,910 0 2,910 0 2,910 Parks Administration 2 19" monitors, additional ram, copier 12,353 1,500 13,853 0 13,853 Police Communications/Jail Three Communications Operators 3,765 94,109 97,874 0 97,874 Information Services Civilian position for records and evidence sections of the Info. Srv. Div. 3,592 26,041 29,633 0 29,633 Professional Standards Recruiting and Training 5,000 5,150 10,150 0 10,150 Uniform Patrol 4 Police Assistants 12,744 123,548 136,292 0 136,292 Uniform Patrol Part-time fleet assistant to deliver and return vehicles, equipment and supplies 0 5,771 5,771 0 5,771 Uniform Patrol Handheld Computer System for police officers to issue citations in the field. 207,100 20,000 227,100 0 227,100 Public Works Facilities Maintenance 2 Maintenance Staff 0 74,571 74,571 0 74,571 Traffic Signs/Markings 2 sign technicians 22,500 66,021 88,521 0 88,521 Traffic Signals Overtime increase 0 4,000 4,000 0 4,000 FUND 001 General Fund Total 860,436 1,115,785 1,976,221 17,242 1,958,979 Development Services B-5 FY 02 NOT Recommended SLA's Department Description One-Time Reoccurring Total Savings Net Total Cost Cost FY 2002 Strategic Plan Related Strategic Plan Core Team Marketing Program Phase II 20,000 200,000 220,000 0 220,000 Strategic Plan Core Team Billing System Modifications 30,000 0 30,000 0 30,000 Strategic Plan Core Team Key Accounts Program 0 105,000 105,000 0 105,000 Totals 50,000 305,000 355,000 0 355,000 FY 2002 Not Recommended Electric Fund Operations Admin.Safety and training program for PUD 54,800 0 54,800 0 54,800 Operations Admin.Vehicle for Safety and Trng. Coordinator 20,500 3,500 24,000 0 24,000 Electrical Admin.Replace electrical substation laptop 3,000 0 3,000 0 3,000 FUND-211 Totals 78,300 3,500 81,800 0 81,800 FY 2002 Not Recommended Utility Billing Fund Utility-Meter Services Extended cab, new toolbox, bedliner 1,780 0 1,780 0 1,780 Strategic Plan Core Team Customer Service Training & Compensation Review 0 60,000 60,000 0 60,000 FUND-226 Totals 1,780 60,000 61,780 0 61,780 FY 2002 Not Recommended Fleet Services Fleet-Administration Reduce 2 Fleet Vehicles 0 -7,000 -7,000 0 -7,000 Fleet-Administration Laptop computer/software 3,000 0 3,000 0 3,000 FUND-227 Totals 3,000 -7,000 -4,000 0 -4,000 Total All Funds 993,516 1,477,285 2,470,801 17,242 2,453,559 B-6 APPENDIX C PERSONNEL SUMMARIES PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 General FundPolice Department Administration Division Police Chief 1.0 1.0 82,206 87,220 92,159$ Assistant Chief 0.0 2.0 0 130,041 143,996 Major 2.0 1.0 126,908$ 67,205$ 76,179 Secretary 2.0 2.0 38,729 42,307 45,823 Sergeant 2.0 1.0 103,235 46,137 47,071 Staff Assistant 1.0 1.0 32,640 32,641 32,641 Tech. Coordinator 0.0 1.0 0 49,097 51,047 Total 8.0 9.0 301,512$ 237,387$ 252,761$ Uniform Patrol Division Lieutenant 3.0 3.0 153,280$ 161,116$ 172,190$ Master Officer 13.0 10.0 529,479 419,592 442,387 Police Officer 34.0 36.0 1,138,926 1,177,224 1,268,522 *School Crossing Guard 2.5 2.5 37,322 37,425 37,425 Senior Officer 8.0 9.0 270,255 329,429 346,979 Sergeant 7.0 7.0 320,897 331,834 339,234 Total 67.5 67.5 2,450,159$ 2,456,620$ 2,606,737$ Criminal Investigation Division Lieutenant 1.0 1.0 52,194 55,896 58,918$ Master Officer 8.0 6.0 345,427 254,883 263,764 Police Officer 1.0 1.0 32,569 32,571 34,492 Senior Officer 4.0 5.0 137,291 180,507 188,778 Sergeant 1.0 1.0 46,098 46,136 47,070 Total 15.0 14.0 613,579$ 569,993$ 593,022$ Professional Standards Division Lieutenant 1.0 1.0 48,499$ 50,057$ 54,093$ Sergeant 1.0 1.0 46,034 49,073 50,174 Master Officer 1.0 1.0 40,029 43,321 45,630 Police Officer 0.0 1.0 0 33,592 35,486 Total 3.0 4.0 134,562$ 176,043$ 185,383$ Quartermaster Division Quartermaster 1.0 1.0 18,919$ 20,857$ 22,554$ Total 1.0 1.0 18,919$ 20,857$ 22,554$ Communication/Jail Division Communication Manager 1.0 1.0 40,100$ 40,210$ 44,809$ Communication Supervisor 3.0 3.0 107,134 117,884 127,190 Tech. Services Coordinator 1.0 0.0 46,241 0 0 Communications Operator 16.0 16.0 389,877 428,041 463,337 Public Safety Officer 7.0 7.0 155,586 245,201 257,726 Total 28.0 27.0 738,938$ 831,336$ 893,062$ Special Services DivisionLieutenant 1.0 1.0 51,158$ 53,873$ 58,217$ Master Officer 5.0 6.0 205,627 206,559 218,098 Senior Officer 1.0 1.0 33,838 35,103 37,024 Animal Control Officer 2.0 3.0 41,536 41,235 63,361 Total 9.0 11.0 332,159$ 336,770$ 376,700$ Information Services Division Lieutenant 1.0 1.0 52,293$ 50,900$ 54,602$ Records Supervisor 1.0 1.0 40,434 41,203 42,128 Evidence Technician 1.0 1.0 25,050 25,029 25,466 Records Technician 4.0 4.0 76,862 83,136 89,361 Permit Coordinator 1.0 0.0 26,034 0 0 Crime Analyst 1.0 1.0 38,037 39,149 44,555 Police Assistant 1.0 1.0 20,800 22,755 25,265 Total 10.0 9.0 279,510$ 262,172$ 281,377$ * Denotes a Temporary/Seasonal position C-1 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Police Full Time Total 139.0 140.0 Part-Time/Seasonal Total 2.5 2.5 Department Totals 141.5 142.5 4,869,338$ 4,891,178$ 5,211,596$ General FundFire Department Fire Administration Division: Fire Chief 1.0 1.0 71,058$ 74,932$ 82,792$ Planning and Research Coordinator 1.0 1.0 45,299 46,365 48,201 Asst. Emergency Mngt. Coord.0.0 1.0 36,640 38,553 42,991 Staff Assistant 1.0 1.0 31,318 31,786 32,499 Secretary 1.0 1.0 19,878 22,401 24,256 Total 4.0 5.0 204,193$ 214,037$ 214,037$ Fire Suppression Division: Asst. Fire Chief 1.0 1.0 57,311$ 60,759$ 68,871$ Battalion Chief 3.0 3.0 148,083 157,037 169,696 Lieutenant 11.0 11.0 490,162 510,703 523,501 Fire Training Coordinator 1.0 1.0 34,929 37,605 41,965 Apparatus Operator 9.0 9.0 350,225 363,448 379,685 Firefighter I 19.0 22.0 554,346 804,324 856,096 Firefighter II 6.0 3.0 180,613 90,249 91,784 Firefighter III 0.0 4.0 0 0 145,388 Total 50.0 54.0 1,815,669$ 2,024,125$ 2,169,513$ EMS Division: Apparatus Operator 3.0 3.0 114,110$ 119,232$ 124,172$ EMS Coordinator 1.0 1.0 37,518 39,878 44,468 Firefighter I 21.0 21.0 689,184 712,941 867,084 Firefighter II 5.0 5.0 150,145 150,415 165,767 Lieutenant- Fire 1.0 1.0 45,544 48,530 49,760 Sr. Secretary 1.0 0.0 23,672 0 0 Total 32.0 31.0 1,060,173$ 1,070,996$ 1,168,139$ Fire Prevention Division: Fire Marshall 1.0 1.0 54,017 58,150 65,442$ Fire Prevention Officer 3.0 3.0 135,665 136,143 183,559 Code Enforcement Officer 3.0 3.0 87,840 86,035 87,537 Parking Enforcement Officer 2.0 2.0 38,088 37,918 41,242 Public Education Officer 1.0 1.0 35,959 38,355 42,768 Total 10.0 10.0 351,569$ 356,601$ 400,607$ Fire Full Time Total 96.0 100.0 *Part-Time/Seasonal Total 0.0 0.0 Department Totals 96.0 100.0 3,431,604$ 3,665,759$ 3,952,296$ General FundPublic Works Department Public Works Admin. Division Director of Public Works 1.0 1.0 81,884$ 84,073$ 85,905$ Staff Assistant 2.0 2.0 49,439 55,961 60,251 Asst. Public Works Director 1.0 1.0 53,901 58,686 64,857 Greenways Program Manager 1.0 1.0 44,611 42,115 46,964 Assistant City Engineer 0.0 1.0 0 41,804 44,802 Customer Service Representative 1.0 1.0 19,019 22,296 24,219 * Denotes a Temporary/Seasonal position C-2 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Total 6.0 7.0 248,854$ 304,935$ 326,998$ Facilities Maintenance Division Facility Maint. Superintendent 1.0 1.0 44,245$ 47,699$ 53,044$ Sr. Facility Maint. Technician 1.0 1.0 35,311 36,958 37,603 Facility Maint. Technician 4.0 4.0 119,764 126,438 128,770 Total 6.0 6.0 199,320$ 211,095$ 219,417$ Streets Maintenance Division Street Superintendent 1.0 1.0 47,787$ 51,663$ 56,911$ Foreman 2.0 2.0 72,223 67,022 70,825 Equipment Operator 12.0 15.0 290,112 266,826 374,324 Crew Leader 0.0 1.0 0 28,408 28,408 Public Service Worker 4.0 4.0 79,446 70,937 75,568 Total 19.0 23.0 489,568$ 484,856$ 606,036$ Drainage Division Equipment Operator 5.0 5.0 121,784 122,112 127,342$ Total 5.0 5.0 121,784$ 122,112$ 127,342$ Traffic Division: Signs Technician 2.0 2.0 48,072$ 48,899$ 50,932$ Total 2.0 2.0 48,072$ 48,899$ 50,932$ Public Works Engineering: City Engineer 1.0 1.0 62,857$ 67,221$ 71,164$ Assistant City Engineer 1.0 1.0 58,866 60,069 61,417 Graduate Civil Engineer 3.0 3.0 127,242 135,602 147,928 Engineer Technician 4.0 4.0 134,629 136,899 139,453 *Transportation Planning Intern 0.5 0.5 3,842 3,853 3,853 *Engineering Aide 1.0 1.0 22,241 22,302 22,302 *Field Data Technician 0.5 0.5 10,178 10,203 10,203 Total 11.0 11.0 419,855$ 436,149$ 456,320$ Traffic Signal Systems: Traffic Systems Superintendent 1.0 1.0 52,773$ 54,566$ 57,419$ Traffic Systems Foreman 1.0 1.0 42,850 44,588 45,366 Traffic Signal Technician 3.0 3.0 103,320 112,413 114,344 Total 5.0 5.0 198,943$ 211,567$ 217,129$ Public Works Full Time Total 52.0 57.0 *Part-Time/Seasonal Total 2.0 2.0 Department Totals 54.0 59.0 1,726,396$ 1,819,613$ 2,004,174$ General FundParks & Recreation Department Parks & Recreation Administration Division: Director of Parks & Rec.1.0 1.0 77,108$ 80,625$ 86,984$ Asst. Director of Parks & Rec.1.0 1.0 60,364 63,301 69,957 Sr. Parks Planner 1.0 1.0 43,136 45,114 50,272 Parks Planner 2.0 2.0 75,166 78,965 88,055 Staff Assistant 1.0 1.0 25,483 27,782 30,058 Sr. Secretary 2.0 1.0 52,749 22,421 24,261 Part-time Secretary 0.5 0.0 14,181 0 1,288 Secretary 0.0 2.0 0 18,959 39,140 *Receptionist 0.5 0.5 3,685 3,695 3,695 Total 9 9.5 351,872$ 340,862$ 393,710$ * Denotes a Temporary/Seasonal position C-3 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Emergency Management Division Asst. Emergency Mngt. Coord.1.0 0.0 36,640$ 0$ 0$ Total 1.0 0.0 36,640$ 0$ 0$ Administration Division Total 10.0 9.5 388,512$ 340,862$ 393,710$ Recreation Division Hotel/Motel Programs Activity Center*Special Events Workers 0.5 0.5 2,605$ 2,610$ 2,610$ Total 0.5 0.5 2,605$ 2,610$ 2,610$ Recreation Administration Activity Center Recreation Superintendent 1.0 1.0 49,621$ 51,403$ 56,737$ Recreation Supervisor 0.0 1.0 0 38982 43,470 Total 1.0 2.0 49,621$ 90,385$ 100,207$ Recreation Athletics Activity Center Recreation Supervisor 2.0 2.0 82,865 84,847 93,432$ Asst. Recreation Supervisor 1.0 1.0 42,458 31,410 32,289 *Special Events Worker 3.0 3.0 56,656 56,811 56,811 Total 6.0 6.0 181,979$ 173,068$ 182,532$ Special Events Activity Center Recreation Supervisor 1.0 1.0 38,674$ 43,820$ 47,445$ *Recreation Assistant/ Special Events 1.5 1.5 13,200 9,865 9,865 Total 2.5 2.5 51,874$ 53,685$ 57,310$ Hotel/Motel Programs Activity Center*Special Events Workers 1.0 1.0 23,547$ 23,612$ 23,612$ Total 1.0 1.0 23,547$ 23,612$ 23,612$ Senior Services Activity Center Senior Services Coordinator 0.0 0.5 0$ 0$ 1,326$ *Temp/Seasonal Workers 0.0 0.5 0 23,547 23,547 Total 0.0 1.0 0$ 23,547$ 23,547$ Recreation Youth Activity Center Youth Services Coordinator 0.0 0.0 0$ 0$ 0$ Recreation Supervisor 2.0 0.0 78,151 0 0 *Teen Center Staff Attendant 3.0 0.0 52,752 0 0 Total 5.0 0.0 130,903$ 0$ 0$ Recreation Division Totals 16.0 13.0 440,529$ 366,907$ 389,818$ Special Facilities Division:Instruction Activity Center Recreation Supervisor 1.0 1.0 40,336$ 42,465$ 47,353$ Asst. Recreation Supervisor 1.0 1.0 27,468 29,993 32,736 Senior Services Coordinator 0.5 0.0 16,050 0 0 *Tennis Workers 0.5 0.5 12,910 12,947 12,947 *Water Safety Aides 2.0 2.0 33,809 33,902 33,902 *Swim Coach 2.0 2.0 25,599 24,666 24,666 * Denotes a Temporary/Seasonal position C-4 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Total 7.0 6.5 156,172$ 143,973$ 151,604$ Special Facilities Administration Activity Center Recreation Superintendent 1.0 1.0 46,968$ 48,764$ 54,227$ Total 1.0 1.0 46,968$ 48,764$ 48,764$ Special Facilities Aquatic Activity Center Pools Supervisor 1.0 1.0 42,676$ 43,820$ 47,445$ Pool Technician 1.0 1.0 28,635 26,762 27,272 *Pool Manager/ Asst. Manager 6.0 6.0 103,716 104,004 104,004 *Lifeguards 10.0 10.0 160,417 160,860 160,860 *Other Pool Seasonal Employees 2.0 2.0 22,070 22,130 22,130 Total 20.0 20.0 357,514$ 357,576$ 361,711$ Special Facilities Conference Center Activity Center Conference Center Sup.1.0 1.0 40,476$ 41,819$ 46,633$ Asst. Conf. Center Sup.1.0 1.0 25,169 25,188 27,353 Secretary 1.0 1.0 21,955 18,959 20,620 *Part-time Receptionist 1.0 1.0 9,654 9,681 9,681 *Building Attendant 2.5 2.5 34,401 34,495 34,495 Total 6.5 6.5 131,655$ 130,142$ 138,782$ Special Facilities Lincoln Center Activity Center Lincoln Center Supervisor 1.0 1.0 37,000$ 39,045$ 43,539$ Building Attendant 1.0 1.0 17,259 17,865 19,097 Gym Attendant- Lincoln Center 0.5 0.5 11,471 11,633 12,671 Secretary 1.0 1.0 19,114 19,981 21,737 *Recreation Assistant 3.5 3.5 50,143 50,281 58,281 Total 7.0 7.0 134,987$ 138,805$ 155,325$ Youth Recreation Recreation Supervisor 0.0 1.0 0 41,005$ 45,546$ *Teen Center Staff Attendant 0.0 3.0 0 52,896 52,896 Total 0.0 4.0 0$ 93,901$ 93,901$ Special Facilities Division Totals 41.5 45.0 827,296$ 913,161$ 950,087$ Parks Operations Division: Operations Administration Activity Center Parks Superintendent 1.0 1.0 46,013$ 47,784$ 53,138$ Total 1.0 1.0 46,013$ 47,784$ 47,784$ East District Operations Activity Center Parks Operations Supervisor 1.0 1.0 32,422$ 34,298$ 36,982$ Parks Crew Leader 2.0 3.0 57,444 52,702 85,608 Light Equipment Operator 2.0 3.0 46,009 42,190 70,395 Grounds Worker 3.0 4.0 61,759 56,548 82,477 *Part-time Groundsworker 1.0 2.0 14,339 14,378 30,148 Total 9.0 13.0 211,973$ 200,116$ 305,610$ South District Operations Activity Center Parks Operations Supervisor 1.0 1.0 36,149$ 36,679$ 38,714$ Parks Crew Leader 2.0 2.0 51,411 53,918 57,241 Light Equipment Operator 2.0 2.0 40,381 43,791 45,383 Grounds Worker 4.0 4.0 74,596 77,261 79,081 *Part-time Groundsworker 1.0 1.0 14,339 14,378 14,378 Total 10.0 10.0 216,876$ 226,027$ 234,797$ * Denotes a Temporary/Seasonal position C-5 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 West District Parks Operations Activity Center Parks Operations Supervisor 1.0 1.0 34,918$ 35,312$ 38,085$ Parks Crew Leader 2.0 2.0 48,891 50,017 54,585 Light Equipment Operator 2.0 2.0 43,173 43,884 45,817 Grounds Worker 5.0 5.0 98,698 96,579 98,985 *Part-time Groundsworker 1.0 1.0 14,339 14,378 14,378 Total 11.0 11.0 240,019$ 240,170$ 251,850$ Parks Operations Division Totals 31 0 35.0 714,881$ 714,097$ 840,041$ Forestry Division: Wolf Pen Creek Activity Center*Maintenance Worker 0.5 0.5 3,911$ 3,922$ 3,922$ Total 0.5 0.5 3,911$ 3,922$ 3,922$ Cemetery Activity Center Cemetery Sexton 1.0 1.0 40,985$ 40,963$ 41,678$ Groundsworker 2.0 2.0 39,651 39,628 40,320 Total 3.0 3.0 80,636$ 80,591$ 81,998$ Forestry Activity Center Forestry Superintendent 1.0 1.0 45,934$ 47,349$ 52,656$ Forestry Supervisor 1.0 1.0 31,363 32,745 35,329 Forestry/Horticulture Crew Leader 2.0 2.0 46,813 51,058 55,790 Forestry/Horticulture Worker 4.0 6.0 91,803 85,868 128,584 Irrigation Specialist 1.0 1.0 23,538 22,776 24,024 Total 9.0 11.0 239,451$ 239,796$ 296,383$ Forestry Division Totals 12.5 14.5 323,998$ 324,309$ 382,303$ Parks & Recreation Full Time Total 68.5 73.5 *Part-Time/Seasonal Total 42.5 43.5 Department Totals 111.0 117.0 2,695,216$ 2,659,336$ 2,955,959$ General FundDevelopment Services Department Development Services Administration Division Dir. of Development Services 1.0 1.0 68,985$ 72,612$ 79,895$ Staff Planner 3.0 3.0 105,885 113,416 126,474 Staff Assistant 2.0 2.0 55,030 54,814 57,784 Customer Service Representative 3.0 3.0 56,785 66,888 72,600 Asst Dev. Review Manager 1.0 1.0 35,295 38,923 43,405 Development Review Manager 1.0 1.0 42,413 48,313 53,728 Secretary 1.0 1.0 18,693 19,355 21,054 Total 12.0 12.0 383,086$ 414,321$ 454,940$ Development Services Engineering Activity Center Assistant City Engineer- Dev.1.0 1.0 54,664$ 55,435$ 57,662$ Graduate Civil Engineer 2.0 2.0 96,181 90,219 100,393 Total 3.0 3.0 150,845$ 145,654$ 145,654$ * Denotes a Temporary/Seasonal position C-6 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Planning Administration Activity Center City Planner 1.0 1.0 66,664$ 66,427$ 70,945$ Sr. Planner 3.0 2.0 137,504 97,829 106,561 Staff Planner 2.0 1.0 71,400 39,378 43,499 Transportation Planner 1.0 1.0 54,549 47,320 50,584 Transportation Analyst 1.0 0.0 39,457 0 0 Land Database Technician 1.0 1.0 28,562 28,886 29,390 Mapping Technician 0.5 0.5 10,059 10,321 11,184 *Planning Intern 1.0 1.0 17,619 17,668 17,668 Total Salaries & Benefits 10.5 7.5 425,814$ 307,829$ 329,831$ Neighborhood Services Sr. Planner 0.0 1.0 0$ 43,329$ 48,285 Staff Planner 0.0 1.0 0 35,798 39,919 Total 0.0 0.0 2.0 0$ 79,127$ 88,204$ Building Inspection Activity Center Building Official 1.0 1.0 50,075$ 52,947$ 56,969$ Plans Examiner 1.0 1.0 40,481 40,484 40,484 Combination Building Inspector 4.0 4.0 129,461 134,885 138,417 Staff Assistant 1.0 1.0 22,761 28,095 30,163 Total 7.0 7.0 242,778$ 256,411$ 266,033$ Development Services Full Time Total 31.5 30.5 *Part-Time/Seasonal Total 1.0 1.0 Department Totals 32.5 31.5 1,202,523$ 1,203,342$ 1,284,662$ General FundOffice of Technology and Information Services OTIS Administration Division Director of OTIS 1.0 1.0 80,997$ 83,939$ 85,769$ Comm/Info Mgr.1.0 1.0 60,179 62,365 65,484 Action Center Coordinator 1.0 1.0 36,139 35,270 35,270 Action Center Representative 3.0 3.0 66,115 70,206 73,075 Total 6.0 6.0 243,430$ 251,780$ 259,598$ Geographic Information Services GIS Coordinator 1.0 1.0 43,884$ 45,464$ 50,432$ GIS Technician 1.0 1.0 32,294 31,849 32,405 *Part-time GIS Technician 0.5 0.5 11,129 11,160 11,160 Total 2.5 2.5 87,307$ 88,473$ 93,997$ Management Information Systems Division MIS Director/ Asst Dir of OTIS 1.0 1.0 75,183$ 77,531$ 79,273$ Sr. Systems Analyst 1.0 0.0 61,413 0 0 Systems Analyst 5.0 6.0 204,887 269,516 287,477 System Operator 1.0 1.0 25,409 29,700 30,218 Micro Computer Coordinator 1.0 1.0 36,615 39,003 41,898 MicroComputer Specialist 4.0 4.0 120,256 139,992 151,120 Network Systems Analyst 2.0 2.0 79,800 93,274 100,456 Total 15.0 15.0 603,563$ 649,016$ 690,442$ Office of Tech. and Information Systems Full Time Total 23.0 23.0 *Part-Time/Seasonal Total 0.5 0.5 Department Totals 23.5 23.5 934,300$ 989,269$ 1,044,037$ * Denotes a Temporary/Seasonal position C-7 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 General FundFiscal Services Department Fiscal Administration Division: Fiscal Services Director 1.0 1.0 68,230$ 77,102$ 84,856$ Staff Assistant 1.0 1.0 22,395 28,095 30,163 Secretary 1.0 1.0 19,474 18,959 20,692 Total 3.0 3.0 110,099$ 124,156$ 135,711$ Risk Management Division: Risk Manager/Safety Coord.1.0 1.0 56,801$ 50,474$ 55,690$ Risk Analyst 1.0 1.0 29,530 39,545 44,128 Staff Assistant 0.5 0.5 361 0 1,305 Total 2.5 2.5 86,692$ 90,019$ 101,123$ Accounting Division: Asst Fiscal Svs Dir/Accounting Mgr 1.0 1.0 55,670$ 60,714$ 67,099$ Acct. Customer Service Supervisor 1.0 1.0 41,130 43,133 47,443 Staff Accountant 1.0 1.0 36,220 38,377 42,796 Staff Assistant 1.5 1.5 40,649 38,863 42,237 Investment Officer 1.0 1.0 38,453 39,941 44,569 Acct. Customer Service Rep.4.0 5.0 86,312 108,159 115,957 Accounting Assistant 1.0 1.0 37,015 28,095 30,240 Total 10.5 11.5 335,449$ 357,282$ 390,341$ Purchasing Division: Purchasing Services Manager 1.0 1.0 49,488$ 54,333$ 57,357$ Sr. Buyer 1.0 1.0 43,508 45,948 50,434 Buyer 1.0 1.0 29,822 39,087 43,588 Purchasing Assistant 1.0 1.0 21,366 28,095 30,163 *Purchasing Intern 0.5 0.5 7,320 0 0 Total 4.5 4.5 151,504$ 167,463$ 181,542$ Municipal Court Division: Municipal Court Administrator 1.0 1.0 39,298$ 46,929$ 52,190$ Lead Customer Service Reps.0.0 2.0 0$ 47,701$ 52,266 Court Customer Service Reps.6.0 6.0 107,891 119,116 131,836 Sr Court Customer Service Reps.3.0 0.0 41,301 0 0 Staff Assistant 1.0 2.0 19,475 50,795 52,863 Bailiff 1.0 1.0 19,381 19,522 21,143 Total 12.0 12.0 227,346$ 284,063$ 310,298$ Municipal Court Judges Division: Municipal Court Judge 1.0 1.0 61,649$ 56,260$ 56,260$ *Part-time Municipal Court Judge 0.5 0.5 10,035 10,008 10,008 Total Salaries & Benefits 1.5 1.5 71,684$ 66,268$ 66,268$ Fiscal Services Full Time Total 33.0 34.0 *Part-Time/Seasonal Total 1.0 1.0 Department Totals 34.0 35.0 982,774$ 1,089,251$ 1,185,283$ General FundGeneral Government City Secretary Division: City Secretary 1.0 1.0 48,500$ 53,146$ 53,146$ Assistant City Secretary 1.0 1.0 29,641 30,597 31,284 Staff Assistant 1.0 1.0 22,714 23,443 25,680 Records Technician 1.0 1.0 18,919 21,754 23,665 Temp/Seasonal 0.0 0.0 309 310 310 Total 4.0 4.0 120,083$ 129,250$ 134,085$ City Manager Division:* Denotes a Temporary/Seasonal position C-8 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 City Manager 1.0 1.0 115,640$ 125,344$ 125,344$ Assistant City Manager 1.0 1.0 95,441 105,288 105,288 Assistant to CM 1.0 1.0 37,496 40,129 44,780 Staff Assistant 0.0 1.0 0 23,902 26,178 Secretary 1.0 1.0 21,639 0 18,907 Land Agent 1.0 1.0 35,700 41,130 81,564 Community Program Coor 1.0 0.0 51,117 0 0 Volunteer Coordinator 0.5 0.0 12,495 0 0 Total 6.5 6.0 369,528$ 335,793$ 402,061$ Community Programs Community Program Coor 0.0 1.0 0$ 51,851$ 51,851$ Voulnteer Coordinator 0.0 0.5 0 15,705 16,072 Total Salaries & Benefits 0.0 1.5 0$ 67,556$ 67,923$ Legal Division: City Attorney 1.0 1.0 87,300$ 97,267$ 97,267$ First Asst. City Attorney 1.0 1.0 78,327 84,200 86,573 Senior Asst City Attorney 0.0 1.0 0 46,991 52,021 Asst. City Attorney 3.0 2.0 130,418 88,642 98,576 Legal Asst./Office Manager 1.0 1.0 39,901 40,692 41,605 Legal Assistant 1.0 1.0 26,665 27,281 29,690 Legal Clerk 0.75 0.75 11,639 12,686 13,715 Total 7.75 7.75 374,250$ 397,759$ 419,447$ Public Comm & Marketing Division: Public Comm. and Marketing Mgr 1.0 1.0 55,460$ 58,025$ 64,260$ Public Comm. And Marketing Asst.1.0 1.0 30,904 32,016 35,922 Total 2.0 2.0 86,364$ 90,041$ 100,182$ Human Resources Division: Human Resources Director 1.0 1.0 66,590$ 69,378$ 76,451$ Asst. Human Resources Dir.1.0 1.0 42,890 45,135 50,296 Human Resources Analyst 1.0 1.0 38,703 40,922 45,664 Benefits Coordinator 1.0 1.0 36,456 38,523 42,957 Staff Assistant 1.0 1.0 24,345 23,893 26,230 *Receptionist 1.0 1.0 8,609 8,633 8,633 Total 6.0 6.0 217,593$ 226,484$ 250,231$ Economic Development Division: Director of Economic Dev.1.0 1.0 65,255$ 70,872$ 78,100$ Sr. Econ. Develop. Analyst 1.0 1.0 41,247 43,299 48,249 *Economic Development Intern 0.5 0.5 9,360 0 9,360 Total 2.5 2.5 115,862$ 43,299$ 135,709$ Community Development Division: CD Budget Analyst 1.0 1.0 38,306$ 40,323$ 44,996$ CD Project Specialist 2.0 1.0 68,955 36,917 38,088 Comm. Dev. Administrator 1.0 1.0 48,852 52,297 57,917 Staff Assistant 1.0 1.0 22,315 24,111 26,420 Housing Development Coordinator 1.0 1.0 41,783 44,234 48,999 CD Housing Analyst 1.0 1.0 38,306 40,338 45,012 Housing Programs Coordinator 1.0 1.0 42,403 44,234 48,999 CD Projects Coordinator 1.0 1.0 41,794 44,009 49,032 *Part-time Receptionist 0.5 0.5 0 0 0 Total 9.5 8.5 342,714$ 326,463$ 359,463$ Office of Budget & Strategic Planning Budget & Strategic Planning Dir.1.0 1.0 52,065$ 57,607$ 63,664$ Budget Assistant 1.0 1.0 22,986 23,893 26,216 Budget/Management Analyst 2.0 2.0 76,754 78,717 87,566 *Part Time - Intern 0.5 0.5 8,048 14,088 14,088 * Denotes a Temporary/Seasonal position C-9 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Total 4.5 4.5 159,853$ 174,305$ 191,534$ General Government Full Time Total 40.3 39.75 *Part-Time/Seasonal Total 2.50 3.00 Department Totals 42.75 42.75 1,786,247$ 1,790,950$ 2,060,635$ General Fund Position Totals Full Time Total 483.25 497.75Part-Time/Seasonal Total 52.00 53.50 GENERAL FUND TOTALS 535.25 551.25 ########################### Parking Enterprise FundFire DepartmentParking Lot Activity CenterParking Enforcement Officer 1.0 3.0 18,957$ 18,390$ 57,880$ Parking Supervisor 1.0 1.0 35,700 35,700 38,969 *Parking Attendants/PT 2.0 4.0 30,835 30,835 68,649 Total 4.0 8.0 85,492$ 84,925$ 165,498$ Parking Fund Position Totals Full Time Total 2.0 4.0 Part-Time/Seasonal Total 2.0 4.0 PARKING FUND TOTALS 4.0 8.0 85,492$ 84,925$ 165,498$ Electric FundPublic Utilities Department Operations Administration Division Warehouse Operations Activity Center Warehouse Supervisor 1.0 1.0 31,162$ 35,457$ 36,253$ Warehouse Assistant 2.0 2.0 45,635 48,200 58,178 *Warehouse Clerk 0.5 0.5 7,725 7,746 7,746 *Facility Attendant 0.5 0.5 5,284 5,298 5,298 Total 4.0 4.0 89,806$ 96,701$ 107,475$ Administration Activity Center Director of Public Utilities 1.0 1.0 100,034$ 105,309$ 110,731$ Utilities Admin. Mgr.1.0 1.0 43,771 46,908 52,786 Customer Service Rep 1.0 1.0 19,098 22,401 26,176 Senior Secretary 2.0 1.0 52,121 22,442 26,148 Secretary 1.0 2.0 21,951 42,349 49,787 Staff Assistant 1.0 1.0 23,626 29,429 31,342 *PUD Intern 0.5 0.5 6,954 6,973 6,973 Total 7.5 7.5 267,555$ 275,811$ 303,943$ Safety Training Safety and Training Coordinator 0.0 1.0 $0 $37,284 $37,284 0.0 1.0 0$ 37,284$ 37,284$ Operations Adm. Div. Totals 11.5 12.5 357,361$ 409,796$ 448,702$ Electrical Transmission & Distribution Division: Division Manager 1.0 1.0 72,582$ 77,463$ 79,201$ Electrical Trans/Dist Superintendent 1.0 1.0 65,137 65,512 65,512 Elec Trans/Dist Supervisor 1.0 1.0 45,366 46,157 47,193 Elec Trans/Dist Foreman 2.0 2.0 80,463 87,892 89,864 Line Technician 19.0 19.0 597,569 616,052 667,028 Elec. Planning/Projects Coord.1.0 1.0 32,164 37,374 37,967 Work Order/Prop. Rec. Coord.1.0 1.0 30,630 33,926 34,518 *Part-time Utility Technician 1.0 1.0 8,347 8,340 8,340 Metering Supervisor 1.0 0.0 40,232 0 0 * Denotes a Temporary/Seasonal position C-10 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Substation Supervisor 1.0 0.0 38,303 0 0 Metering/Substation Supervisor 0.0 2.0 0 86,578 88,521 Elec. Sub/ Metering Superintendent 1.0 1.0 61,508 65,512 65,512 Substation/Metering Electrical Tech.6.0 6.0 211,978 178,441 187,006 Utility Dispatch Ops Superint.1.0 1.0 50,289 53,415 57,684 Public Utility Dispatcher 5.0 5.0 175,342 153,194 156,033 Utility Dispatch Ops Assistant 1.0 1.0 38,303 40,463 41,169 Mapping Coordinator 1.0 1.0 32,164 34,018 34,612 Energy Auditor 2.0 1.0 57,564 30,305 30,834 Energy Coordinator 0.0 1.0 0 37,981 44,338 Line Locator/ Inspector 1.0 1.0 32,857 35,603 36,402 Safety and Training Coordinator 1.0 0.0 30,971 0 0 Total 48.0 47.0 1,701,769$ 1,688,226$ 1,771,734$ Full Time Total 57.0 57.0 Part-Time/Seasonal Total 2.5 2.5 ELECTRIC FUND TOTALS 59.5 59.5 2,059,130$ 2,098,022$ 2,220,436$ Water FundPublic Utilities Department Water Division: Water Production Activity Center Chief Water Production Operator 1.0 1.0 33,337$ 34,936$ 36,908$ SCADA Technician 1.0 0.0 30,243 0 0 Pump Station Operator 4.0 4.0 107,032 109,261 115,821 Graduate Civil Engineer 0.0 1.0 0 47798 49,810 Total 6.0 6.0 170,612$ 191,995$ 202,539$ Water Distribution Activity Center Field Operations Superintendent 1.0 1.0 52,309$ 46,126$ 50,944$ Crew Leader 5.0 5.0 155,264 167,839 171,606 Maint. Foreman 2.0 2.0 66,975 74,606 77,253 W/WW Systems Operator 7.0 7.0 169,141 170,402 178,087 Total 15.0 15.0 443,689$ 458,973$ 477,890$ Environmental Services Activity Center Division Manager - Water/WW 1.0 1.0 66,439$ 65,880$ 70,263$ Environ. Compliance/Training Coord.1.0 1.0 41,818 45,364 50,193 GIS Technician 2.0 2.0 58,298 63,341 64,453 Environmental Technician 2.0 2.0 63,045 62,731 63,803 Crew Leader 1.0 1.0 31,029 33,080 33,657 GPS Technician 1.0 1.0 28,152 31,494 32,044 Water Resource Coordinator 1.0 1.0 35,269 38,523 42,650 *Part-time GIS Technician 1.0 1.0 10,486 10,515 10,515 Total 10.0 10.0 334,536$ 350,928$ 367,578$ Water Fund Position Totals Full Time Total 30.0 30.0 Part-Time/Seasonal Total 1.0 1.0 WATER FUND TOTALS 31.0 31.0 948,837$ 1,001,896$ 1,048,007$ Wastewater FundPublic Utilities Department Wastewater Division: Wastewater Treatment Activity Center * Denotes a Temporary/Seasonal position C-11 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Plant Operations Superintendent 1.0 1.0 60,698$ 47,308$ 51,097$ Chief WWTP Operator 1.0 1.0 42,461 42,820 43,567 System Analyst 0.0 1.0 0 43,195 46,157 SCADA Technician 2.0 1.0 58,198 32,350 32,969 WW Plant Operator 10.0 12.0 284,126 276,937 340,397 Electrical Technician 1.0 1.0 33,671 37,418 38,071 Elec. Technician I 1.0 1.0 29,617 32,074 32,634 Sr. Lab Technician 1.0 1.0 31,582 31,849 33,482 Lab Technician 2.0 2.0 48,645 50,579 51,462 Total 19.0 21.0 588,998$ 594,530$ 669,836$ Wastewater Collection Activity Center Maintenance Foreman 1.0 1.0 30,654$ 34,936$ 36,489$ Crew Leader 4.0 4.0 115,372 121,911 126,151 W/WW Systems Operator 12.0 12.0 272,434 240,598 257,748 Total 17.0 17.0 418,460$ 397,445$ 420,388$ Wastewater Fund Position Totals Full Time Total 36.0 38.0 Part-Time/Seasonal Total 0.0 0.0 WASTEWATER FUND TOTALS 36.0 38.0 1,007,458$ 991,975$ 1,090,224$ Public Utilities Full-time Position Totals 123.0 125.0 PUBLIC UTILITIES DEPT. TOTALS 126.5 128.5 4,015,425$ 4,091,893$ 4,141,893$ Sanitation FundPublic Services Department Residential Collection Activity Center Sanitation Superintendent 1.0 1.0 43,116$ 46,637$ 51,878$ Sanitation Foreman 1.0 1.0 30,250 31,682 34,662 Route Manager 16.0 16.0 325,428 379,931 413,715 Equipment Operator 2.0 2.0 43,666 46,366 48,986 Recycling Coordinator 1.0 1.0 35,880 36,875 41,131 Customer Service Representative 1.0 1.0 19,003 22,296 24,645 *Part-time Graduate Intern 1.0 1.0 14,317 14,356 14,356 *Part-time Route Manager 1.5 1.5 19,613 19,666 19,666 Total 24.5 24.5 531,273$ 597,809$ 649,039$ Commercial Collection Activity Center Container Coordinator 2.0 2.0 48,626$ 50,036$ 55,558$ Sanitation Foreman 1.0 1.0 32,999 34,685 37,979 Route Manager 7.0 8.0 187,240 197,686 234,862 Total 10.0 11.0 268,865$ 282,407$ 328,399$ Sanitation Fund Position Totals Full Time Total 32.0 33.0 Part-Time/Seasonal Total 2.5 2.5 SANITATION FUND TOTALS 34.5 35.5 800,138$ 880,216$ 908,026$ Utility Billing FundOffice of Technology and Information Services Utility Billing Activity Center Utilities Office Manager 1.0 1.0 56,949$ 58,798$ 60,117$ Customer Service Supervisor 1.0 1.0 39,160 41,634 46,441 Utilities Analyst 1.0 1.0 37,913 39,149 43,697 Senior Customer Serv. Rep.3.0 3.0 83,123 87,747 92,299 Customer Service Rep.13.0 13.0 306,885 314,067 329,852 Part-time Cust. Serv. Rep.1.5 2.0 32,337 32,954 33,520 *Temp. Customer Service Rep.0.5 0.0 12,095 0 0 * Denotes a Temporary/Seasonal position C-12 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Total 21.0 21.0 568,462$ 574,349$ 605,926$ Meter Services Activity Center Meter Services Supervisor 1.0 1.0 39,748$ 39,451$ 41,968$ Meter Services Technician 2.0 2.0 56,855 58,692 59,871 Meter Reading Coordinator 1.0 1.0 31,184 31,973 32,690 Meter Reader 5.0 5.0 98,792 87,285 89,211 Meter Reader- PT 0.5 0.5 9,773 9,699 9,868 Total 9.5 9.5 236,352$ 227,100$ 233,608$ Utility Billing Position Totals Full Time Total 30.0 30.5 Part-Time/Seasonal Total 0.5 0.0 UTILITY BILLING FUND TOTALS 30.5 30.5 804,814$ 801,449$ 839,534$ Fleet Maintenance FundPublic Services Department Fleet Services Parts Activity Center Assistant Buyer 1.0 1.0 32,738$ 33,580$ 34,333$ Warehouse Assistant 1.0 1.0 20,888 22,547 24,157 Total 2.0 2.0 53,626$ 56,127$ 58,490$ Fleet Services Admin. Activity Center Fleet Services Superintendent 1.0 1.0 47,819$ 51,930$ 56,924$ Fleet Services Assistant 1.0 1.0 19,328 22,192$ 23,970 Shop Foreman 1.0 1.0 41,544 42,215 43,162 Mechanic 10.0 10.0 268,208 278,574 297,658 Total 13.0 13.0 376,899$ 394,911$ 421,714$ Fleet Fund Full-time Position TotalsFull Time Total 15.0 15.0 Part-Time/Seasonal Total 0.0 0.0 FLEET MAINTENANCE FUND TOTALS 15.0 15.0 430,525$ 451,038$ 480,204$ Print Mail FundOffice of Technology and Information Services Print Mail Activity Center Printing Coordinator 1.0 1.0 37,958$ 38,711$ 40,175$ Printing Assistant 1.0 1.0 32,321 32,412 32,978 Printing/Graphics Tech.1.0 1.0 27,784 28,532 30,408 Part-time Mail Clerk 0.5 0.5 10,302 10,303 10,483 *Print/Mail Aide 1.5 1.5 12,254 12,288 12,288 Total 5.0 5.0 120,619$ 12,288$ 126,332$ Print Mail Fund Full-time Position Totals Full Time Total 3.5 3.5 Part-Time/Seasonal Total 1.5 1.5 PRINT MAIL FUND TOTALS 5.0 5.0 120,619$ 12,288$ 126,332$ Communications FundOffice of Technology and Information Services Communication Services Division Wireless Coordinator 1.0 1.0 42,064$ 43,570$ 44,330$ Network Systems Analyst 1.0 1.0 44,172 46,637 50,451 Communications Technician 3.0 3.0 113,727 115,216 117,227 Total 5.0 5.0 199,963$ 205,423$ 212,008$ Communications Full-time Position Totals Full Time Total 5.0 5.0 * Denotes a Temporary/Seasonal position C-13 PERSONNEL LIST Revised Approved Revised Base ApprovedBudgetBudgetBudgetSalaryBudget FY 00-01 FY 01-02 FY 00-01 FY 01-02 FY 01-02 Part-Time/Seasonal Total 0.0 0.0 COMMUNICATIONS FUND TOTALS 5.0 5.0 199,963$ 205,423$ 212,008$ Brazos Valley Solid Waste Management Agency Fund Operations Activity Center Sanitary Landfill Manager 1.0 1.0 47,728$ 51,928$ 56,926$ Landfill Operations Supervisor 1.0 1.0 33,080 36,208 40,058 Landfill Crew Leader 2.0 2.0 52,903 55,189 59,779 Equipment Operator 11.0 11.0 262,625 245,029 257,010 Environmental Compliance Officer 1.0 1.0 35,678 38,932 43,425 Spotter 1.0 1.0 18,896 18,959 21,042 Secretary/Scale Operator 2.0 2.0 45,752 19,752 24,223 Mechanic 2.0 2.0 53,784 55,084 58,409 *Landfill Groundskeeper 0.5 0.5 7,631 7,652 7,652 *Part-time Equip. Operator III 0.5 0.5 7,653 7,674 7,674 *Field Service Person 0.5 0.5 7,653 7,674 7,674 Total 22.5 22.5 573,383$ 544,081$ 583,872$ Administration Activity Center Asst Dir Public Works/BVSWMA 1.0 1.0 66,137$ 67,869$ 71,364$ Staff Assistant 1.0 1.0 22,749 27,823 30,748 Secretary 1.0 1.0 18,948 19,907 21,662 *BVSWMA Intern 1.0 1.0 14,657 14,697 14,697 Total 4.0 4.0 122,491$ 130,296$ 138,471$ BVSWMA Fund Full-time Position Totals Full Time Total 24.0 24.0 Part-Time/Seasonal Total 2.5 2.5 BRAZOS VALLEY SOLID WASTEMANAGEMENT AGENCY FUND TOTALS 26.5 26.5 695,874$ 674,377$ 674,377$ All Funds Full-time Total 717.75 737.75 ALL FUNDS TOTAL 782.25 805.25 ########################### * Denotes a Temporary/Seasonal position C-14 Personnel History Department FTE Totals 0 20 40 60 80 100 120 140 160 93 94 95 96 97 98 99 00 01 02 Public Utilities Police Parks Public Works Fire OTIS Development Serv Fiscal Services General Govt BVSWMA Fiscal Years Parking Personnel FTE Total 613.0 655.5 701.0 706.0 712.5 735.0 757.0 782.25 805.25 699.5 0.0 100.0 200.0 300.0 400.0 500.0 600.0 700.0 800.0 900.0 93 94 95 96 97 98 99 00 01 02 Fiscal Years The above graphs are based on Full-Time Equivalents (FTEs) which includes both temporary/seasonal and full-time regular positions. C-17 APPENDIX D REVENUE HISTORY AND FY 02 BUDGET ESTIMATES REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 GENERAL FUND CURRENT TAXES 2,695,524 2,719,211 3,095,772 3,381,936 3,789,317 4,525,172 DELINQ. TAX 21,786 18,694 22,957 18,528 25,000 25,000 PENALTY & INT. 15,706 15,958 20,630 20,256 17,600 13,000 GENERAL Appr. TAX 2,733,016 2,753,863 3,139,359 3,420,720 3,831,917 4,563,172 LOCAL SALES TAX 9,775,888 10,912,466 11,489,702 12,573,564 12,661,900 13,168,000 MIXED DRINK TAX 153,269 194,980 172,842 186,027 200,000 206,000 NAT. GAS FRANCHISE 89,652 129,113 105,359 96,260 130,207 134,000 CABLE FRANCHISE 244,209 280,306 332,051 370,967 430,000 443,000 PHONE FRANCHISE 455,175 967,092 1,055,029 1,067,061 1,090,000 1,123,000 OIL/GAS FRANCHISE 292,909 30,900 26,921 27,160 19,585 20,000 USE OF STREETS 6,402 8,053 4,376 15,566 13,000 13,000 OTHER TAXES 1,241,616 1,610,444 1,696,578 1,763,041 1,882,792 1,939,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 5,000,000 FY97 FY98 FY99 FY00 FY01 FY02 GENERAL FUND PROPERTY TAXES 4,000,000 5,500,000 7,000,000 8,500,000 10,000,000 11,500,000 13,000,000 FY97 FY98 FY99 FY00 FY01 FY02 SALES TAX 0 500,000 1,000,000 1,500,000 2,000,000 FY97 FY98 FY99 FY00 FY01 FY02 OTHER TAXES D1 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 MIX DRINK LICENSE 15,868 11,270 16,895 14,710 15,200 16,000 GAME MACHINES 3,120 0 2,310 863 765 1,000 BLDG. CONTRACTORS 21,998 20,855 17,904 14,974 13,860 14,000 ELEC. LICENSE 1,350 2,365 3,359 2,899 6,300 6,500 TAXI 300 25 0 0 130 0 ITIN. VENDOR 630 576 705 404 400 0 LAWN SPRINKLER 2,605 2,325 504 569 0 0 MECHANICAL 18,530 22,061 11,634 3,560 2,800 3,000 PLUMBING 191 192 1,415 3,966 3,000 3,000 GRAVE CLOSERS 0 0 75 25 0 0 AMBULANCE 0 1,400 600 600 867 1,000 WRECKER 2,735 3,300 4,120 3,778 3,100 3,000 MINERAL DRILLING 8,553 2,600 0 0 0 00 BUILDERS PERMITS 293,466 353,263 422,299 441,587 480,000 480,000 ELECTRICAL PERMITS 27,157 34,926 31,500 38,451 37,000 38,000 PLUMBING PERMITS 30,990 59,204 51,159 53,902 60,000 62,000 MECHANICAL PERMITS 13,874 28,307 25,000 26,0000 STREET CUT PERMITS 1,325 3,200 3,300 5,375 3,000 3,000 IRRIGATION PERMITS 2,288 4,674 5,000 5,000 CHILD SAFETY PROGRAMS 58,484 59,471 60,004 62,134 62,600 64,000 BICYCLE PERMITS 0 0 25 0 0 0 LIVESTOCK 00003000 LICENSES & PERMITS 487,302 577,033 643,970 680,778 719,052 725,500 ADAMSON CONCES. 2,326 2,668 2,339 2,790 3,000 3,000 BEE CREEK CONCES. 7,364 1,737 1,165 1,701 2,000 2,000 CENTRAL CONCES. 48,229 7,674 6,921 6,382 7,000 7,000 LINCOLN CONCES. 1,792 319 0 201 0 0 SW LITTLE LEAGUE 28,222 6,536 2,007 1,860 2,000 2,000 SW SR LITTLE LEAGUE 9,703 555 428 479 500 1,000 WAYNE SMITH CONCES. 0 0 329 348 300 0 WPC CONCESSIONS 2,771 0 0 0 0 0 MISC CONCESSIONS 0 0 1,087 500 500 1,000 MISC CONCESSIONS 0 1,808 0 0 0 00 ADAMSON POOL 122,338 128,518 133,067 143,365 143,000 147,000 NATATORIUM 930 3,768 1,548 4,478 2,500 3,000 HALLARAN POOL 47,688 53,031 54,682 74,739 63,000 65,000 THOMAS POOL 14,065 15,683 14,824 16,432 17,000 18,000 SPORTS INST.: SWIM 62,185 69,041 66,110 74,762 75,000 77,000 SPORTS INST: SWIM TM 4,871 7,377 11,215 17,441 16,500 17,000 TENNIS PROGRAM 14,548 11,563 14,972 12,057 14,000 14,000 MISC SPORTS INST. 2,304 2,900 2,857 3,442 3,000 3,000 ADULT BASKETBALL 1,785 4,969 4,449 3,445 (1,110)(1,000) ADULT FLAG FOOTBALL 3,905 3,438 4,580 3,150 4,000 4,000 ADULT SOCCER 1,000 2,425 1,000 2,730 1,300 1,000 ADULT SOFTBALL 131,367 141,515 142,734 131,315 132,400 136,000 ADULT VOLLEYBALL 3,330 5,200 6,495 8,803 8,000 8,000 FITNESS RUN 623 787 100 491 300 0 TOURNAMENT 71 678 0 0 0 0 YOUTH BASKETBALL 21,741 22,360 21,720 20,761 18,415 19,000 YOUTH FLAG FOOTBALL 9,510 9,970 11,124 9,333 10,000 10,000 YOUTH GIRLS SOFTBALL 15,595 12,916 9,668 9,939 11,000 11,000 MISC SPECIAL EVENTS 0 0 178 364 0 0 TEEN CENTER 934 1,111 3,795 6,989 7,000 7,000 TEEN CENTER MEMBERS 15 0 275 3,435 1,200 1,000 TEEN CENTER MISC 00001,066 1,000 LINCOLN CENTER PASSES 806 1,588 2,783 2,830 3,800 4,000 OTHER PARKS REVENUE (NT) 0 0 7,961 21,593 20,000 21,000 MISC PARKS 638 11,712 4 50 50 0 BALLFIELD RENTALS 3,270 4,048 2,802 2,235 4,000 4,000 LINCOLN RENTALS 240 1,775 4,786 7,581 10,000 10,000 PARK PAVILION RENTALS 19,750 16,784 18,855 17,043 18,000 19,000 TEEN CENTER RENTALS 30 0 294 75 215 0 PARKS AND RECREATION 583,946 554,454 557,154 613,139 598,936 615,000 0 200,000 400,000 600,000 800,000 FY97 FY98 FY99 FY00 FY01 FY02 LICENSES AND PERMITS PARKS AND RECREATION D2 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 HAZARD MATERIALS RESP.0000 HAZARD MATERIALS RESP.0000670 FINGERPRINTING 4,718 3,328 4,396 3,000 4,000 4,000 POLICE REPORTS 15,672 13,898 8,750 12,443 15,000 15,000 RECORDS CHECKS 1,596 1,466 1,294 1,335 1,250 1,000 ARREST FEES 67,040 61,100 87,391 106,186 130,000 134,000 WARRANT SERVICE FEES 79,982 65,064 10,642 40,175 72,000 74,000 ESCORT SERVICES 11,250 9,400 15,972 20,869 28,500 29,000 FALSE ALARMS 23,900 23,370 25,950 22,650 22,200 23,000 ALARM FEES 0000050,000 RESTITUTION 100 0 12,197 190 221 0 OTHER 4,412 76,184 75,576 81,754 167,000 172,000 POLICE DEPARTMENT 208,670 253,810 242,168 288,602 440,238 502,000 EMS TRANSPORT 264,131 257,776 312,583 345,435 347,000 382,000 EMS BASIC TREATMENT 5,557 10,359 8,068 7,235 7,000 7,000 EMS ATHLETIC STANDBY 0 168 0 1,292 0 0 EMS REPORTS 326 75 81 42 138 0 HAZARD MATERIALS RESP. 2,207 3,131 2,883 2,251 4,600 5,000 AUTO HOOD TEST 450 510 750 480 650 1,000 AUTO FIRE ALARM 450 1,680 2,095 1,220 1,200 1,000 DAY CARE CENTERS 480 630 600 540 500 1,000 HEALTH CARE FACILITIES 100 250 200 100 100 0 NURSING HOMES 100 0 50 150 100 0 SPRINKLER/STANDPIPE 1,625 4,355 3,695 4,570 4,000 4,000 FUEL LINE LEAK 120 180 50 300 50 0 FUEL TANK LEAK 90 90 0 350 0 0 CODE ENFORCEMENT ADMIN FEE 0 0 1,200 10,830 850 1,000 MOWING FEE CHARGES 0 0 819 8,756 1,500 2000 RESTITUTION 0 0 60 0 0 0 FIRE REPORTS 459 489 547 169 250 0 OTHER (125) 14,367 7,997 279 3,325 3,000 FIRE DEPARTMENT 275,970 294,060 341,678 383,999 371,263 407,000 STREET CUT REPAIRS 5,354 800 850 1,250 1,000 1,000 MISCELLANEOUS 0 0 150 0 0 0 PUBLIC WORKS 5,354 800 1,000 1,250 1,000 1,000 TIME PMT FEE/EFFICIENCY 1,030 2,737 79 2,000 2,000 TIME PMT/UNRESERVED 4,031 11,161 14,720 20,000 21,000 WARRANT SERVICE FEES 0 3,063 50,590 813 0 0 GENERAL ADMIN. FEES 41,343 37,277 52,213 55,594 70,000 72,000 TEEN COURT 0 297 459 590 700 1,000 COURT DISMISSAL FEES 12,513 18,719 18,605 14,308 15,000 15,000 MUNICIPAL COURT 53,856 64,417 135,765 86,104 107,700 111,000 LOT MOWING 3,265 4,430 (160) 155 0 0 GENERAL ADMIN. FEES 5,164 0 0 0 0 0 MAPS/PLANS/ORDINANCE 391 0 20 20 0 0 MISC. CHARGES 3,989 5,289 3,576 12,600 12,000 12,000 FILING FEES 25,045 28,790 49,955 47,535 55,000 57,000 XEROX/REPRO CHARGES 0 560 0 0 0 0 MISC PLANNING CHARGES 1,475 5,554 4,097 6,169 3,000 3,000 O&G PIPELINE ADMIN. FEES 0 75,330 62,453 60,313 60,313 62,000 MAPS/PLANS/ORDINANCES 2,380 910 1,386 849 1,000 1,000 MISC ENGINEERING 28,400 15,853 8,102 9,628 3,000 3,000 MISCELANEOIUS 0 0 5,000 20 0 0 DEVELOPMENT SERVICES 70,109 136,716 134,429 137,289 134,313 138,000 CERTIFICATE SEARCHES 12,194 11,649 10,978 13,179 13,000 13,000 FILING FEES 138 44 0 0 0 0 XEROX/REPRO CHARGES 402 581 1,308 1,632 500 1,000 GENERAL GOVT. 12,734 12,274 12,286 14,811 13,500 14,000 520,000 530,000 540,000 550,000 560,000 570,000 580,000 590,000 600,000 610,000 620,000 FY97 FY98 FY99 FY00 FY01 FY02 PARKS AND RECREATION D3 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 MAPS/PLANS/ORDINANCES 866 (10) 0 0 0 0 XEROX/REPRO CHARGES 0 20 0 0 0 0 OTHER MISC CHARGES 120 15 0 0 0 0 FRANCHISE APP. FEES 550 0 0 0 0 0 OTHER SERVICE CHARGES 628,229 762,102 867,326 912,055 1,068,014 1,173,000 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 FY97 FY98 FY99 FY00 FY01 FY02 OTHER SERVICE CHARGES D4 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 CHILD SAFETY 7,983 1,300 104 48 1,700 2,000 CITY PARKING FINES 102,084 66,329 21,701 31,671 14,000 14,000 CITY PEDESTRIAN FINES 123 0 0 0 0 0 TRAFFIC FINES 28,235 24,002 49,868 52,789 65,000 67,000 OTHER MUN. COURT FINES 1,037,366 1,140,298 1,135,150 1,307,914 1,560,000 1,607,000 MISC. FINES AND PENALTIES 1,265 1,675 1,675 1,083 0 0 FINES/FORFEITS 1,177,056 1,233,604 1,208,498 1,393,505 1,640,700 1,690,000 BANK ACCOUNT INTEREST 11,126 1,935 3,745 7,576 4,000 4,000 INTEREST ON INVESTMENTS 380,360 383,520 362,504 379,182 460,000 470,000 BVSWMA/ROLLER 896 0 0 0 0 0 OTHER 1,079 49,314 244 956 0 0 REALIZED GAIN/LOSS 50,640 553 (2,664) 3,000 3,000 TOTAL INTEREST 393,461 485,409 367,046 385,050 467,000 477,000 0 500,000 1,000,000 1,500,000 2,000,000 FY97 FY98 FY99 FY00 FY01 FY02 FINES AND FORFEITS 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000 500,000 FY97 FY98 FY99 FY00 FY01 FY02 INTEREST EARNINGS D5 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 PARKS GRANT 0 0 6,410 0 0 10,000 POLICE GRANTS 198,662 182,398 395,546 331,389 324,000 137,317 FED GRANT: PLANNING 6,991 4,667 0 0 0 0 STATE GRANT: PARKS 10,144 2,605 0 16,410 0 0 STATE GRANT: POLICE 0 0 3,814 1,000 0 0 OTHER INTERGOVERN. REV 0 14,786 16,794 12,373 8,100 158,000, INTER. GOV'T. REVENUE * 215,797 204,456 422,564 361,172 332,100 305,317 CAPITAL IMPRV. ASSESSMENT 2,152 36,566 503 1,296 500 1,000 MINERAL ROYALTY INTERESTS 4,147 1,850 2,340 2,274 5,000 5,000 MISC. RENTS AND ROYALTIES 28,260 19,119 26,516 28,288 35,000 36,000 ROLLER (PRINCIPAL) 14,832 0 0 0 0 0 CRIME PREVENTION 300 135 0 0 365 0 CO-SPONSORED EVENTS 0 3,736 50 760 2,300 2,000 MISC. DONATIONS 250 0 421 70,000 50,000 25,000 DAMAGE REIMBURSEMENT 1,341 2,251 15,555 3,832 3,000 3,000 OTHER REIMBURSED EXP. 0 1,530 4,602 3,078 3,000 3,000 CASH OVER/SHORT (496) 36 422 (2,994) 0 0 COLLECTION SERVICE FEES 46,767 33,928 63,548 99,618 4,000 4,000 MUNICIPAL COURT COLLECTION 000090,000 93,000 CRIMINAL INVEST. REVENUES 25 0 0 0 0 0 SALE OF ABANDONED Appr. 4,147 1,917 2,765 3,658 3,500 4,000 SALE OF CEMETERY LOTS 700 0 (23) 0 0 0 SALE OF SCRAP 4,026 3,224 612 3,091 860 1,000 OTHER 32,766 99,322 30,161 90,048 28,000 29,000 OTHER MISC REV NT 1,606 0 0 26,546 0 0 SALE OF FIXED ASSETS 22,365 32,375 51,082 55,403 40,000 41,000 MISCELLANEOUS 163,188 235,989 198,554 384,898 265,525 247,000 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000 FY97 FY98 FY99 FY00 FY01 FY02 GRANT REVENUE 0 100,000 200,000 300,000 400,000 FY97 FY98 FY99 FY00 FY01 FY02 MISCELLANEOUS REVENUE D6 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 ROI: ELECTRIC 3,773,500 3,773,500 3,773,500 3,952,785 3,998,000 4,360,000 ROI: WATER 661,500 708,000 726,000 766,200 925,000 861,300 ROI: SEWER 645,900 661,000 658,000 692,600 751,500 719,500 ROI: SOLID WST 183,000 188,000 176,475 262,300 273,000 294,200 RETURN ON INVESTMENT 5,263,900 5,330,500 5,333,975 5,673,885 5,947,500 6,235,000 TOTAL GENERAL FUND:$22,700,470 $24,660,328 $25,523,275 $28,161,807 $29,415,436 $31,137,989 HOTEL/MOTEL FUND HOTEL/MOTEL TAX REV. 1,401,121 1,555,051 1,749,521 1,796,813 1,830,000 1,876,000 PENALTY AND INTEREST 0 2 673 0 0 0 WPC CONCESSION (TAX) 2,031 0 7,026 0 0 0 WPC CONCESSION (NT) 13,967 3,199 4,930 13,038 7,000 7,000 WPC TICKETS (TAX) 0 (2,183) (16,212) 0 0 0 WPCTICKETS (NT) 20,432 30,613 18,526 4,179 1,700 2,000 REIMBURSED EXPENSES 0 7,487 10,907 2,145 4,200 4,000 FINES AND FORFEITS 2,200 316 0 61 0 0 INTEREST 48,251 64,842 72,380 66,013 80,000 82,000 CONFERENCE CENTER 70,886 83,552 94,222 92,637 98,500 100,000 WPC AMPHITHEATER 00001,750 2,000 BUILDINGS 4,764 0 0 0 0 0 EQUIPMENT ROYALTIES (TAX) 4,020 5,234 3,101 142 200 0 EQUIPMENT ROYALTIES (NT) 6,711 10,668 13,807 17,652 14,000 14,000 CASH OVER/SHORT 46 9 0 (31) 0 0 CO-SPONSORED EVENTS 0 10,000 0 0 0 0 HIST PRES PROJ. 836 1,003 870 88 200 0 OTHER 7,214 12,656 5,130 0 900 1,0000 OTHER MISC REV TAXABLE 0 0 3,163 891 1,000 1,000 OTHER MISC REV NON TAXABLE 0 0 12,426 17,235 18,300 19,000 TOTAL HOTEL/MOTEL FUND $1,582,479 $1,782,449 $1,980,470 $2,010,863 $2,057,750 $2,108,000 4,500,000 5,000,000 5,500,000 6,000,000 6,500,000 FY97 FY98 FY99 FY00 FY01 FY02 RETURN ON INVESTMENT FROM UTILITIES $ $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 FY97 FY98 FY99 FY00 FY01 FY02 HOTEL MOTEL FUND REVENUE $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 FY97 FY98 FY99 FY00 FY01 FY02 TOTAL GENERAL FUND REVENUES D7 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 DEBT SERVICE FUND CURRENT TAXES 4,737,522 4,968,916 5,068,391 5,485,030 6,050,000 7,199,601 DELINQUENT TAXES 38,347 31,611 36,137 29,412 40,000 40,000 PENALTY AND INTEREST 26,025 23,500 28,590 32,420 26,000 26,000 INTEREST ON INVESTMENTS 157,854 186,581 268,313 262,954 325,000 350,000 REALIZED GAIN/LOSS 0 21,713 0 (2,286) 1,500 0 INTEREST ON BONDS 46,676 45,484 0 136,495 0 0 BVSWMA/EQUIPMENT 14,922 9,771 0 0 0 0 LOAN/NOTE PAYMENTS 84,592 89,743 95,208 0 0 0 OTHER 0 283 264,569 0 0 0 HOTEL/MOTEL TRANSFERS 0 0 11,101 380,000 148,052 148,052 WPC TRANSFERS 0 0 253,468 0 330,000 230,000 NGATE GARAGE TRANSFERS 0000219,000 540,000 PROCEEDS - GO BONDS 6,545,000 0 0 0 0 0 PREMIUM ON BONDS 260,755 0 0 0 0 0 TOTAL DEBT SERVICE FUND $11,911,693 $5,377,602 $6,025,777 $6,324,025 $7,139,552 $8,533,653 ELECTRIC FUND RESIDENTIAL SALES 18,495,384 18,855,794 17,961,821 20,387,962 24,000,000 24,000,000 RESIDENTIAL SALES (NT) 0 0 0 2,029 2,000 2,000 COMMERCIAL/INDUSTRIAL 14,717,254 14,265,247 13,632,910 14,831,104 18,500,000 18,500,000 SECURITY LIGHTS 58,865 56,598 54,374 54,730 58,000 59,700 OTHER ELECTRIC SALES 15,513 19,688 16,955 19,892 20,000 20,600 ELECTRIC ApprERTY RENTAL 51,345 51,869 50,724 51,532 52,000 53,600 FORF DISCOUNTS/PENALTIES 393,233 422,032 552,649 760,367 740,000 762,200 CONNECT FEES 212,136 205,241 173,152 198,105 195,000 200,900 MISC OPERATING REVENUES 973,689 1,150,873 846,973 384,267 10,000 10,300 INTEREST ON INVESTMENTS 809,689 1,084,003 1,357,740 1,254,348 1,160,000 1,194,800 REALIZED GAIN/LOSS 138,044 5,889 (9,475) 5,000 5,200 RSVD INT: REV BOND I&S 27,421 0 0 0 0 0 GARAGE TRUCKS/CONTAINERS 39,982 26,251 7,225 3,940 0 0 NORTHGATE REVITAL. 26,400 20,328 13,320 5,891 0 0 STREET LIGHTING 250 150 0 8,864 1,000 1,000 DAMAGE REIMBURSEMENT 48,357 21,001 3,935 16,124 21,400 22,000 OTHER REIMBURSED EXPENSE 0 7,425 48,692 19,900 45 0 CUSTOMER DONATIONS 100,464 0 0 0 5,960 6,100 CASH OVER/SHORT (43) 10 6,917 140 30 0 COLLECTION SERVICE FEES 31,391 31,976 23,316 6,047 7,000 7,200 MINERAL ROYALTY INTERESTS 701 427 378 353 500 500 LAND RENTALS/LEASES 0 0 500 0 0 0 SALE OF SCRAP 12,678 13,485 5,896 9,289 10,000 10,300 SALE OF SURPLUS Appr 5,133 10,370 236 40,645 5,700 5,900 MISC NONOPERATING REVENUE 138,209 50,243 32,791 112,203 60,000 61,800 TOTAL ELECTRIC FUND $36,158,051 $36,431,055 $34,796,393 $38,158,257 $44,853,635 $44,924,100 $ $2,000,000 $4,000,000 $6,000,000 $8,000,000 $10,000,000 $12,000,000 FY97 FY98 FY99 FY00 FY01 FY02 DEBT SERVICE FUND REVENUE $ $5,000,000 $10,000,000 $15,000,000 $20,000,000 $25,000,000 $30,000,000 $35,000,000 $40,000,000 $45,000,000 FY97 FY98 FY99 FY00 FY01 FY02 ELECTRIC FUND REVENUE D8 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 WATER FUND RESIDENTIAL 3,600,654 3,717,170 4,630,827 6,560,699 5,787,000 6,250,000 COMMERCIAL 3,267,862 4,045,370 2,599,931 2,143,224 1,800,000 1,944,000 FORF DISCOUNTS/PENALTIES 80,387 97,738 44,765 0 0 0 CONNECT FEES 37,562 33,680 42,349 46,865 25,000 25,800 WATER TAPS 210,400 275,500 328,150 31,850 380,000 391,400 MISC OPERATING REVENUES 1,001 0 0 2,810 1,500 1,500 INTEREST ON INVESTMENTS 380,301 187,095 309,905 703,675 530,000 545,900 REALIZED GAIN / (LOSS) 0 0 722 (4,100) 0 0 0 DAMAGE REIMB. 232 3,970 1,269 24,706 17,000 17,500 SUBROGATION RECOVERED 0 0 6,994 (5,520) 0 0 OTHER REIMB. 1,435 6,537 817 2,139 0 0 LAND RENTALS/LEASES 0 300 0 0 0 0 SALE OF SCRAP 700 436 331 0 0 0 SALE OF SURPLUS ApprERTY 2,000 8,950 39 13,714 673,894 0 MISC NONOPERATING REVENUE 614 560 262 17,369 200 200 TOTAL WATER FUND $7,583,148 $8,377,306 $7,966,361 $9,537,431 $9,214,594 9,176,300 WASTEWATER FUND RESIDENTIAL 5,253,848 5,432,402 5,502,738 5,753,059 5,700,000 6,270,000 COMMERCIAL 904,101 1,016,717 1,047,272 1,239,113 1,070,000 1,177,000 FORF DISCOUNTS/PENALTIES 73,287 82,355 46,826 0 0 0 SEWER TAPS 108,700 144,950 177,750 179,700 215,000 221,500 MISC OPERATING REVENUES 0 0 0 6,275 0 0 INTEREST ON INVESTMENTS 196,236 79,182 99,574 368,331 150,000 154,500 REALIZED GAIN/LOSS 11,830 193 (1,669) 0 0 RESRVD INT: REV BOND I&S 10,623 0 0 0 0 0 DAMAGE REIMBURSEMENT 172 0 0 4,223 0 0 SUBROGATION RECOVERED 0 0 4,223 (4,223) 0 0 SALE OF SCRAP 0 0 0 881 0 0 SALE OF SURPLUS ApprERTY 1,500 7,725 0 36,140 40 0 MISC. NONOPERATING REVENUE 727 257 0 10,250 0 0 TOTAL WASTEWATER FUND $6,549,194 $6,775,418 $6,878,576 $7,592,080 $7,135,040 $7,823,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 FY97 FY98 FY99 FY00 FY01 FY02 WATER FUND REVENUE $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 FY97 FY98 FY99 FY00 FY01 FY02 WASTEWATER FUND REVENUE D9 REVENUE HISTORY AND FY 02 ESTIMATES Estimate Approved DESCRIPTION FY97 FY98 FY99 FY00 FY01 FY02 SANITATION FUND RESIDENTIAL 2,205,009 2,259,357 2,198,481 2,348,569 2,580,000 2,657,400 COMMERCIAL 1,374,722 1,431,377 1,271,183 1,379,726 1,475,000 1,638,500 COMMERCIAL/NONTAXABLE 2,705 9,633 14,792 15,256 15,500 16,000 INFECTIOUS WASTE 663 (55) 595 (50) 0 0 STATE SURCHARGE 1,286 1,882 1,986 1,951 1,900 2,000 DEAD ANIMAL PICKUP 806 908 182 35 0 0 ROLLOFF RENTAL - TAXABLE 0 0 0 8,297 11,000 11,300 ROLLOFF RENTAL - NON-TAXABLE 0 0 0 1,332 2,700 2,800 MISC. FEES 20,085 22,786 5,507 3,052 4,200 4,300 MISC FEES (NT) 0 0 0 6,046 1,000 1,000 FORF DISCOUNTS/PENALTIES 42,171 46,272 25,109 0 0 0 OTHER OPRTNG: RECYCLING 20,078 16,477 15,336 27,854 30,000 30,900 MISC OPERATING REVENUES 1,523 2,368 2,438 18,071 2,100 2,200 INTEREST ON INVESTMENTS 84,088 98,974 159,347 101,435 114,600 118,000 REALIZED GAIN/LOSS 12,837 368 (735) 400 400 BVSWMA/ASSET TRANSFER 20,500 27,847 18,399 8,180 0 0 EARNINGS IN JOINT VENTURE 547,711 723,578 1,071,370 1,231,045 0 0 CASH OVER/SHORT 0 0 (29) 0 0 0 COLLECTION SERVICE FEES 0 0 575 1,470 1,500 1,500 SALE OF SCRAP 32 0 0 0 0 0 SALE OF SURPLUS ApprERTY 29,065 0 33,977 16,260 2,050 2,100 MISC. NONOPERATING REVENUE 907 97 392 (226) 0 0 GRANTS 10,000 0 0 0 14,800 0 TOTAL SANITATION FUND $4,361,351 $4,654,338 $4,820,008 $5,167,568 $4,256,750 $4,488,400 DRAINAGE FUND RESIDENTIAL 0 0 350,232 738,627 763,500 786,300 COMMERCIAL 0 0 99,785 203,425 195,000 201,000 INTEREST ON INVESTMENTS 43,133 90,823 178,357 285,251 310,000 200,000 REALIZED GAIN/(LOSS) 0 10,968 56 (1,515) 1,000 0 OTHER MISC REVENUE (108) (3) 0 2,884 0 0 PROCEEDS - GO BONDS 0 462,000 1,432,900 0 500,000 785,000 TOTAL DRAINAGE FUND $43,025 $563,788 $2,061,330 $1,228,672 $1,769,500 $1,972,300 $ $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 FY97 FY98 FY99 FY00 FY01 FY02 SANITATION FUND REVENUE $ $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 FY97 FY98 FY99 FY00 FY01 FY02 DRAINAGE FUND REVENUE D10 APPENDIX E CITY OF COLLEGE STATION CHARTER ARTICLE V - THE BUDGET E-1 ARTICLE VTHE BUDGET Fiscal Year; Section 45. The fiscal year of the City of College Station shall be determined by ordinance of the Council. Such fiscal year shall also constitute the budget and accounting year. Preparation and Submission of Budget; Section 46. The City Manager, between thirty (30) and ninety (90) days prior to the beginning of each fiscal year, shall submit to the City Council a proposed budget which shall provide a complete financial plan for the fiscal year, and shall contain the following: (1)A budget message, explanatory of the budget, which shall contain an outline of the proposed financial policies of the city for the fiscal year, shall set forth the reasons for salient changes from the previous fiscal year in expenditure and revenue items and shall explain any major changes in financial policy. (2)A consolidated statement of receipts and expenditures for all funds. (3)An analysis of property valuations and the tax rate, which may be based on an estimated tax roll prepared by the Central Appraisal District, if the final roll has not been certified. (4)All operating funds and resources in detail. (5)Detailed estimates of expenditures shown separately for each activity. Such estimates of expenditures are to include an itemization of position showing the number of persons having each title and the total regular pay for each position. (6)A revenue and expense statement for all types of bonds and other obligations of the city. (7)A description of all outstanding bonds and other obligations of the city, showing as to each issue, the rate or rates of interest, the date of the issue, the maturity date or dates, the amount authorized, the amount issued, and the amount outstanding. (8)A schedule of requirements for the principal and interest on each issue of bonds and other obligations of the city. (9)A special funds section. (10)The appropriation ordinance. (11)The tax levying ordinance. Anticipated Revenues Compared With Other Years in Budget; Section 47. In preparing the budget the City Manager shall, in the form which he presents to the City Council, place in parallel columns opposite the several items of revenue the actual amount of each item for the last completed fiscal year, the estimated amount for the current fiscal year, and the proposed amount for the ensuing fiscal year. Proposed Expenditures Compared With Other Years; Section 48. The City Manager shall, in the preparation of the budget, place in parallel columns opposite the various items of expenditures the actual amount of such items of expenditures for the last completed fiscal year, the estimated for the current fiscal year, and the proposed amount for the ensuing fiscal year. Budget a Public Record; Section 49. The budget and all supporting schedules shall be filed with the City Secretary when submitted to the City Council and shall be a public record for inspection by anyone. The City Manager shall cause copies to be made for distribution to all interested persons. Notice of Public Hearing on Budget; Section 50. At the meeting at which the budget is submitted, the city council shall fix the time and place of a public hearing on the budget and shall cause to be published a notice of the hearing setting forth the time and place thereof at least five (5) days before the date of the hearing. Public Hearing on Budget; Section 51. At the time and place set for a public hearing on the budget, or at any time and place to which such public hearing shall from time to time be adjourned, the City Council shall hold a public hearing on the budget submitted, and all interested persons shall be given an opportunity to be heard for or E-2 against any item or the amount of any item therein contained. Proceedings on Budget After Public Hearing Amending Or Supplementing Budget; Section 52. After the conclusion of such public hearing, the City Council may insert new items or may increase or decrease the items of the budget, except items in proposed expenditures fixed by law. Before inserting any additional item or increasing any item of appropriation which will increase the total budget by ten percent or more, it must cause to be published a notice setting forth the nature of the proposed increases and fixing a place and time, not less than five (5) days after publication, at which the city council will hold a public hearing thereon. Proceedings on Adoption of Budget; Section 53. After such further hearing, the City Council may insert the additional item or items, and make the increase or increases, to the amount in each case indicated by the published notice, or to a lesser amount; but where it shall increase the total proposed expenditures, it shall also provide for an increase in the total anticipated revenue to at least equal such total proposed expenditures. Vote Required for Adoption; Section 54. The budget shall be adopted by the favorable vote of a majority of the members of the entire city council. Date of Final Adoption; Failure to Adopt; Section 55. The budget shall be finally adopted not later than the twenty-seventh day of the last month of the fiscal year. Should the City Council take no final action on or prior to such day, the budget as submitted by the City Manager shall be deemed to have been finally adopted. Effective Date of Budget; Certification; Copies Made Available; Section 56. Upon final adoption, the budget shall be in effect for the fiscal year. A copy of the budget, as finally adopted, shall be filed with the City Secretary, the County Clerk of Brazos County and the State Comptroller of Public Accounts at Austin. The final budget shall be printed, mimeographed or otherwise reproduced, and a reasonable number of copies shall be made available for the use of all officers, departments and agencies, and for the use of interested persons and civic organizations. Budget Establishes Appropriations; Section 57. From the effective date of the budget, the several amounts stated therein as proposed expenditures shall be and become appropriated to the several objects and purposes therein named. Budget Establishes Amount to be Raised by Property Tax; Section 58. From the effective date of the budget, the amount stated therein as the amount to be raised by property tax shall constitute a determination of the amount of the levy for the purposes of the city in the corresponding tax year. Contingent Appropriation; Section 59. Provision shall be made in the annual budget and in the appropriation ordinance for a contingent appropriation in an amount not more than three (3) percent of the total budget expenditure, to be used in case of unforeseen items of expenditures. Such contingent appropriation shall be under the control of the City Manager and distributed by him, after approval by the City Council. Expenditures from this appropriation shall be made only in case of established emergencies and a detailed account of such expenditures shall be recorded and reported. The proceeds of the contingent appropriation shall be disbursed only by transfer to other departmental appropriation, the spending of which shall be charged to the departments or activities for which the appropriations are made. Estimated Expenditures Shall Not Exceed Estimated Resources; Section 60. The total estimated expenditures of the general fund and debt fund shall not exceed the total estimated resources of each fund. The classification of revenue and expenditure accounts shall conform as nearly as local conditions will permit to the uniform classification as promulgated by the Governmental Accounting Standards Board, or some other nationally accepted classification. 1.If during the fiscal year the City Manager certifies that there are available for appropriation revenues in excess of those estimated in the budget, the City Council, by ordinance, may make supplemental appropriations for the year up to the amount of such excess. Before approval, the council shall fix the time and place of a public hearing on the supplemental appropriation and shall cause to be published a notice in the official newspaper of the City of College Station of the hearing setting the time and place at least five (5) working days before the date of the hearing. 2.To meet a public emergency affecting life, health and property of the public peace, the E-3 city council may make emergency appropriations. Such appropriations may be made by emergency ordinance. To the extent that there are no available unappropriated revenues or a sufficient fund balance to meet such appropriations, the council may by such emergency ordinance authorize the issuance of emergency notes, which may be renewed from time to time, but the emergency notes and renewals of any such notes made during a fiscal year shall be paid not later than the last day of the fiscal year next succeeding that in which the emergency appropriation was made. 3.If at any time during the fiscal year it appears probable to the City Manager that the revenues or fund balances available will be insufficient to meet the amounts appropriated, he shall report to the city council without delay, indicating the estimated amount of the deficit, any remedial action taken by him and his recommendations as to any other steps to be taken. The council shall then take such further action as it deems necessary to prevent or reduce any deficit and for that purpose it may by ordinance reduce one or more appropriations. 4.The City Manager may at any time transfer any unencumbered appropriation balance or portion thereof between general classifications of expenditures within an office, department or agency. At the request of the City Manager, the City Council may by resolution transfer any unencumbered appropriation balance or portion thereof from one office, department or agency to another. 5.No appropriation for debt se rvice may be reduced or transferred, and no appropriation may be reduced below any amount required by law to be appropriated or by more than the amount of the unencumbered balance thereof. The supplemental and emergency appropriations and reduction of transfer of appropriations authorized by this section may be made effective immediately upon adoption. Emergency Appropriations; Section 61. All appropriations shall lapse at the end of the fiscal year to the extent that they shall not have been expended or lawfully encumbered. APPENDIX F FISCAL AND BUDGETARY POLICY STATEMENTS F-1 FISCAL AND BUDGETARYPOLICY STATEMENTS I. STATEMENT OF PURPOSE The broader intent of the following Fiscal and Budgetary Policy Statements is to enable the City to achieve a long-term stable and positive financial condition. The watchwords of the City's financial management include integrity, prudent stewardship, planning, accountability, and full disclosure. The more specific purpose is to provide guidelines to the Director of Fiscal Services in planning and directing the City's day-to-day financial affairs and in developing recommendations to the City Manager and City Council. The scope of these policies generally spans, among other issues, accounting, purchasing, auditing, financial reporting, internal controls, operating and capital budgeting, revenue management, cash and investment management, expenditure control, asset management, debt management, and planning concepts, in order to: A. Present fairly and with full disclosure the financial position and results of the financial operations of the City in conformity with generally accepted accounting principles (GAAP), and B.Determine and demonstrate compliance with finance related legal and contractual issues in accordance with provisions of the Texas Local Government Code and other pertinent legal documents and mandates. The City Council will annually review and approve the Fiscal and Budgetary Policy Statements as part of the budget process. II. OPERATING BUDGET A. PREPARATION. Budgeting is an essential element of the financial planning, control, and evaluation process of municipal government. The "operating budget" is the City's annual financial operating plan. The budget includes all of the operating departments of the City, the debt service fund, all capital projects funds, and the internal service funds of the City. The budgets for the General Funds and Special Revenue Funds are prepared in the Office of Budget and Strategic Planning on a modified accrual basis. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of: unmatured interest on long term debt which is recognized when due, and certain compensated absences and claims and judgements such as accrued vacation leave which are recognized when the obligations are expected to be liquidated with expendable resources. The budgets for the Enterprise and Internal Service Funds are similarly prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. The budget is prepared with the cooperation of all City Departments, and is submitted to the City Manager who makes any necessary changes and transmits the document to the City Council. The budget shall be presented to the City Council no later than six weeks prior to fiscal year end, and shall be enacted by the City Council on or before the twenty-seventh day of the last month of the preceding fiscal year. 1.PROPOSED BUDGET. A proposed budget shall be prepared by the Manager with the participation of all of the City's Department Directors within the provisions of the City Charter. a.The budget shall include four basic segments for review and evaluation: (1) personnel costs, (2) base budget for operations and maintenance costs, (3) service level adjustments for increases or decreases to existing service levels, and (4) revenues. b.The budget review process shall include Council participation in the development of each of the four segments of the proposed budget and a public hearing to allow for citizen participation in the budget preparation. c.The budget process shall span sufficient time to address policy and fiscal issues by the Council. F-2 d.A copy of the proposed budget shall be filed with the City Secretary when it is submitted to the City Council in accordance with the provisions of the City Charter. 2.ADOPTION. Upon the presentation of a proposed budget document to the Council, the Council shall call and publicize a public hearing. The Council will subsequently adopt by ordinance such budget as it may have been amended as the City's Annual Budget, effective for the fiscal year beginning October 1. 3.The operating budget will be submitted annually to the Government Finance Officers Association (GFOA) for evaluation and consideration for the Award for Distinguished Budget Presentation. B.BALANCED BUDGET. The operating budget will be balanced with current revenues, exclusive of beginning resources, greater than or equal to current expenditures/expenses. Excess balances shall be used as capital funds or other non- recurring expenditures. C.PLANNING. The budget process will be coordinated so as to identify major policy issues for City Council. The budget process will be a part of an overall strategic planning process for the City. D.REPORTING. Periodic financial reports will be prepared to enable the Department Directors to assess their budgetary and operational performance and to enable the Office of Management and Budget to monitor and control the budget as authorized by the City Manager. Summary financial reports will be presented to the City Council quarterly within fifteen working days after the end of each reporting period. Such reports will be in a format appropriate to enable the City Council to understand the big picture budget status. E.CONTROL. Operating expense control is addressed in Section IV.C. of these Policies. F. CONTINGENT APPROPRIATION. Pursuant to Section 59 of the Charter of the City of College Station, the City will establish an adequate contingent appropriation in each of the operating funds. The expenditure for this appropriation shall be made only in cases of emergency, and a detailed account shall be recorded and reported. The proceeds shall be disbursed only by transfer to departmental appropriation. The transfer of this budget appropriation shall be under the control of the City Manager and may be distributed by him in amounts not exceeding $15,000 or such amount as shall be provided by Article 2368a V.T.C.S. as amended from time to time. Any transfer involving more than such amounts must be expressly approved in advance by the City Council. All transfers from the contingent appropriation will be evaluated using the following criteria: 1.Is the request of such an emergency nature that it must be made immediately? 2.Why was the item not budgeted in the normal budget process? 3.Why can’t the transfer be made within the division or department? III. REVENUE MANAGEMENT. A.OPTIMUM CHARACTERISTICS. The City will strive for the following optimum characteristics in its revenue system: 1.SIMPLICITY. The City, where possible and without sacrificing accuracy, will strive to keep the revenue system simple in order to reduce compliance costs for the taxpayer or service recipient. A corresponding decrease in the City's cost of collection and a reduction in avoidance to pay will thus result. The City will avoid nuisance taxes or charges as revenue sources. 2.CERTAINTY. A knowledge and understanding of revenue sources increases the reliability of the revenue system. The City will understand its revenue sources and enact consistent collection policies to provide assurances that the revenue base will materialize according to budgets and plans. 3.EQUITY. The City shall make every effort to maintain equity in its revenue system; i.e., the City shall seek to minimize or eliminate all forms of subsidization between entities, funds, services, utilities, and customer classes. 4.REVENUE ADEQUACY. The City shall require that there be a balance in the revenue F-3 system; i.e., the revenue base will have the characteristic of fairness and neutrality as it applies to cost of service, willingness to pay, and ability to pay. 5.ADMINISTRATION. The benefits of a revenue source will exceed the cost of levying and collecting that revenue. The cost of collection will be reviewed annually for cost effectiveness as a part of the indirect cost and cost of service analysis. Where appropriate, the City will use the administrative processes of State or Federal collection agencies in order to reduce administrative costs. 6.DIVERSIFICATION AND STABILITY. A diversified revenue system with a stable source of income shall be maintained. This will help avoid instabilities in particular revenue sources due to factors such as fluctuations in the economy and variations in the weather. Stability is achieved by a balance between elastic and inelastic revenue sources. B.OTHER CONSIDERATIONS. The following. considerations and issues will guide the City in its revenue policies concerning specific sources of funds: 1.COST/BENEFIT OF INCENTIVES FOR ECONOMIC DEVELOPMENT. The City will use due caution in the analysis of any tax or fee incentives that are used to encourage development. Ideally, a cost/benefit (fiscal impact) analysis will be performed as part of such evaluation. 2.NON-RECURRING REVENUES. One-time or non-recurring revenues will not be used to finance ongoing operations. Non-recurring revenues should be used only for one-time expenditures such as long-lived capital needs. They will not be used for budget balancing purposes. 3.PROPERTY TAX REVENUES. All real and business personal property located within the City shall be valued at 100% of the fair market value for any given year based on the current appraisal supplied to the City by the Brazos County Appraisal District. Reappraisal and reassessment shall be done at a minimum of once every three years. A ninety-six and one half percent (96.5%) collection rate shall serve each year as a minimum goal for tax collections. The City Manager may, for budget and forecasting purposes, use up to the tax rate in effect for the current year's budget. This policy will require that the City Manager justify a tax rate that is different from the current tax rate. The justification will be based on City Council directions, needs arising from voter authorized bonds, or other extraordinary conditions as may arise. 4.INVESTMENT INCOME. Earnings from investment (both interest and capital gains) of available monies, whether pooled or not, will be distributed to the funds in accordance with the equity balance of the fund from which monies were provided to be invested. 5.USER-BASED FEES AND SERVICE CHARGES. For services associated with a user fee or charge, the direct and indirect costs of that service will be offset by a fee where possible. There will be a review of fees and charges no less than once every three years to ensure that fees provide adequate coverage of costs of services. User charges may be classified as "full cost recovery," partial cost recovery," and "minimal cost recovery," based upon City Council policy. a.Full fee support (80-100%) will be obtained from enterprise operations such as utilities, sanitation service, landfill, cemetery and licenses and permits. b.Partial fee support (50-80%) will be generated by charges for emergency medical services, miscellaneous licenses and fines, and all adults sports programs. c. Minimum fee support (0-50%) will be obtained from other parks, recreational, cultural, and youth programs and activities. 6.ENTERPRISE FUND RATES. The City will review and adopt utility rates as needed to generate revenues required to fully cover operating expenses, meet the legal restrictions of all applicable bond covenants, and provide for an adequate level of working capital. Additionally, enterprise activity rates will include transfers to and receive credits from other funds as follows: a.General and Administrative (G&A) Charges. G&A costs will be charged to all F-4 funds for services of general overhead, such as administration, finance, customer billing, personnel, data processing, engineering, legal counsel, and other costs as appropriate. The charges will be determined through an indirect cost allocation study following accepted practices and procedures. b.Payment for Return on Investment. The intent of this transfer is to provide a benefit to the citizens for the ownership of the various utility operations they own. This transfer will be made in accordance with the following two methods, not to exceed 10% of the total estimated operating revenues for the Water and Waste Water funds, 10.5% for the Electric fund, and 7.0% for the Sanitation Fund: (1) In-Lieu-of-Franchise-Fee. In-lieu-of- franchise fee will be included as a part of the rate computation at 4% of gross sales consistent with the franchise rates charged to investor owned utilities franchised to operate within the City. (2) Return on Investment. The Return on Investment will be calculated at 8% of total Fund Equity. 7.INTERGOVERNMENTAL REVENUES. Reliance on intergovernmental revenues (grants) will be eliminated or reduced. Any potential grants will be examined for matching and continuation of program requirements. These revenue sources should be used only for projects and programs where operating and maintenance costs that have been included in the financial forecast and their ultimate effect on operations and revenue requirements are anticipated. 8.REVENUE MONITORING. Revenues as they are received will be regularly compared to budgeted revenues and variances will be investigated. This process will be summarized in the appropriate budget report. IV. EXPENDITURE CONTROL A.APPROPRIATIONS. The point of budgetary control is at the department level in the General Fund and at the fund level in all other funds. When budget adjustments among Departments and/or funds are necessary, they must be approved by the City Council and must meet other requirements as outlined in the City Charter. Budget appropriation amendments at lower levels of control shall be made in accordance with the applicable administrative procedures. B. AMENDMENTS TO THE BUDGET. In accordance with the City Charter, the budget may be amended after the following conditions are met: 1.The City Manager certifies that there are available revenues in excess of those estimated in the Budget. 2.The City Council holds a public hearing on the supplemental appropriation. 3. The City Council approves the supplemental appropriation. C.CENTRAL CONTROL. Modifications within the operating categories (salaries, supplies, maintenance, services, capital etc.) can be made with approval of the City Manager. Modifications to reserve categories and interdepartmental budget totals will be done only by City Council consent with formal briefing and council action. D.PURCHASING. All City purchases and contracts shall conform to a competitive bidding process as set forth in Chapter 252 as amended from time to time in the Local Government Code of Texas. If the sealed competitive bidding requirement applies to the contract, the contract shall be submitted to the Council for approval. The purchase of goods or services by the City totaling $3,000 to $15,000 shall be awarded to the successful bidder through an informal bidding process culminating in the issuance of a purchase order when deemed appropriate. Any payment for the purchase of goods or services by the City at a total cost of less than $3,000 may be approved by the applicable department in accordance with the department's internal control procedures. E.PROMPT PAYMENT. All invoices approved for payment by the proper City authorities shall be paid within thirty (30) calendar days of receipt of goods or services or invoice date, whichever is later, in accordance with the provisions of Article 601f, Section 2 of the State of Texas Civil Statutes. F-5 The Director of Fiscal Services shall establish and maintain proper procedures which will enable the City to take advantage of all purchase discounts, when possible, except in the instance where payments can be reasonably and legally delayed in order to maximize the City's investable cash. F.RISK MANAGEMENT. The City will aggressively pursue every opportunity to provide for the Public's and City employees' safety and to manage its risks. The goal shall be to minimize the risk of loss of resources through liability claims with an emphasis on safety programs. All reasonable options will be investigated to finance risks. Such options may include risk transfer, insurance, and risk retention. Where risk is retained, reserves will be established based upon actuarial determinations and not be used for purposes other than for financing losses. G.REPORTING. Quarterly reports will be prepared showing actual expenditures compared to the original budget. V. CAPITAL BUDGET AND PROGRAM A.PREPARATION. The City's capital budget will include all capital projects funds and all capital resources. The budget will be prepared annually on a project basis. The capital budget will be prepared by the Office of Management and Budget with the involvement of responsible departments. B.CONTROL. All capital project expenditures must be appropriated in the capital budget. The Director of Fiscal Services must certify the availability of resources before any capital project contract is presented to the City Council for approval. C.PROGRAM PLANNING. The capital budget will be taken from the capital improvements project plan for future years. The planning time frame for the capital improvements project plan should normally be five years, with a minimum of at least three years. The replacement and maintenance for capital items should also be projected for the next five years. Future maintenance and operational costs will be considered so that these costs can be included as appropriate in the annual budget. D.FINANCING PROGRAMS. Where applicable, assessments, impact fees, pro-rata charges, or other fees should be used to fund capital projects which have a primary benefit to specific, identifiable property owners. Recognizing that long-term debt is usually a more expensive financing method, alternative financing sources will be explored before debt is issued. When debt is issued, it will be used to acquire major assets with expected lives which equal or exceed the average life of the debt issue. E.REPORTING. Periodic financial reports will be prepared to enable the Department Managers to manage their capital budgets and to enable the Office of Management and Budget to monitor and control the capital budget as authorized by the City Manager. Summary capital project status reports will be presented to the City Council monthly. VI. CAPITAL MAINTENANCE & REPLACEMENT The City recognizes that deferred maintenance and not anticipating capital replacements increases future capital costs. In order to address these issues, the City Council has approved a number of policies to address these issues. A.STREETS CAPITAL MAINTENANCE AND REPLACEMENT. It is the policy of the City to fund $400,000 annually for the Streets Division within the Public Works Department to use for a residential street maintenance program. B.BUILDING CAPITAL MAINTENANCE AND REPLACEMENT. It is the policy of the City to fund $250,000 annually for major maintenance on its buildings such as roof air conditioning, flooring and other replacements. C.PARKING LOTS AND INTERNAL ROADWAYS. It is the policy of the City to fund $145,000 annually to pay for major maintenance of parking lots and internal roadways. D.TECHNOLOGY . It is the policy to plan and fund the maintenance and replacement of its computer network. The funding for the computer network is 15% (change from last year, 10%) of the original cost of the equipment. Additionally funding for additions and upgrades to the mid range systems is $90,000 annually. F-6 Major replacements for the computer systems including hardware and software will be anticipated for a five-year period and included with the capital projects lists presented in the annual budget. E.FLEET REPLACEMENT. The City has a major investment in its fleet of cars, trucks, tractors, backhoes, and other equipment. The City will anticipate replacing existing equipment, as necessary and will establish charges that are assigned to departments to account for the cost of that replacement. F.RADIOS, COPIERS, OTHER EQUIPMENT, AND TELEPHONES. The City has a major investment in its radios, copiers, and telephone equipment. As a part of the on going infrastructure maintenance and replacement, the City has anticipated the useful life of such equipment and established a means of charging the cost of replacement of that equipment to the various departments in order to recognize the city's continuing need. VlI.ACCOUNTING, AUDITING, AND FINANCIAL REPORTING A.ACCOUNTING. The City is solely responsible for the recording and reporting of its financial affairs, both internally and externally. The Director of Fiscal Services is the City's Chief Fiscal Officer and is responsible for establishing the structure for the City’s Chart of Accounts and for assuring that procedures are in place to properly record financial transactions and report the City’s financial position. B.AUDITING. 1.QUALIFICATIONS OF THE AUDITOR . In conformance with the City's Charter and according to the provisions of Texas Local Government Code, Title 4, Chapter 103, the City will be audited annually by outside independent accountants ("auditor"). The auditor must be a CPA firm of regional reputation and must demonstrate that it has the breadth and depth of staff to conduct the City's audit in accordance with generally accepted auditing standards (GAAS) and contractual requirements. The auditor must be registered as a partnership or corporation of certified public accountants, holding a license under Article 41 a-1, Section 9, of the Civil Statutes of Texas, capable of demonstrating that it has sufficient staff which will enable it to conduct the City's audit in accordance with generally accepted auditing standards as required by the City Charter and applicable state and federal laws. The auditor's report on the City's financial statements will be completed and filed with the City Secretary within 120 days of the City's fiscal year end, and the auditor will jointly review the management letter with the City Council within 30 days of its receipt by the staff. In conjunction with their review, the Director of Fiscal Services shall respond in writing to the City Manager and City Council regarding the auditor's Management Letter, addressing the issues contained therein. The Council shall schedule its formal acceptance of the auditor's report upon the resolution of any issues resulting from the joint review. 2.RESPONSIBILITY OF AUDITOR TO CITY COUNCIL . The auditor is retained by and is accountable directly to the City Council and will have access to direct communication with the City Council if the City Staff is unresponsive to auditor recommendations or if the auditor considers such communication necessary to fulfill its legal and professional responsibilities. 3.ROTATION OF AUDITOR . The City will not require an auditor rotation, but will circulate requests for proposal for audit services at least every three to five years. Year to year authorization to continue shall be done by May 31 of each year. C.FINANCIAL REPORTING. 1.EXTERNAL REPORTING. Upon the completion and acceptance of the annual audit by the City's auditors, the City shall prepare a written Comprehensive Annual Financial Report (CAFR) which shall be presented to the Council within 180 calendar days of the City's fiscal year end. Accuracy and timeliness of the CAFR are the responsibility of City staff. The CAFR shall be prepared in accordance with GAAP and shall be presented annually to the Government Finance Officer's Association (GFOA) for evaluation and consideration for the Certificate of Achievement for Excellence in Financial Reporting. If City staffing limitations preclude such timely reporting, the Director of F-7 Fiscal Services will inform the City Council of the delay and the reasons therefor. 2.INTERNAL REPORTING. The Fiscal Services Department will prepare internal financial reports, sufficient to plan, monitor, and control the City's financial affairs. Internal financial reporting objectives are addressed throughout these policies. VIII. ASSET MANAGEMENT A.INVESTMENTS. The Director of Fiscal Services shall promptly invest all City funds with the depository bank in accordance with the provisions of the current Bank Depository Agreement or in any negotiable instrument authorized by the City Council under the provisions of the Public Funds Investment Act of 1987 as amended, and in accordance with the City Council's approved Investment Policies. An investment report will be provided to the City Council quarterly. This report shall provide both summary and detailed information on the City’s investment portfolio. B.CASH MANAGEMENT. The City's cash flow will be managed to maximize the cash available to invest. Such cash management will entail the centralization of cash collections, where feasible, including utility bills, building and related permits and licenses, fines, fees, and other collection offices as appropriate. Periodic review of cash flow position will be performed to determine performance of cash management and conformance to investment policies. A detailed policy structure will be followed with respect to Cash/Treasury Management. The underlying theme will be that idle cash will be invested with the intent to 1) safeguard assets, 2) maintain liquidity, and 3) maximize return. Where legally permitted, pooling of investments will be done. C.FIXED ASSETS AND INVENTORY. These assets will be reasonably safeguarded and properly accounted for, and prudently insured. A fixed asset of the City shall be defined as a purchased or otherwise acquired piece of equipment, vehicle, furniture, fixture, capital improvement, addition to existing capital investments, land, buildings or accessioned Library materials which has an original cost or value of at least $3,000 and a useful life of more than three years. The City's fixed assets shall be reasonably safeguarded and properly accounted for and sufficiently insured. Responsibility for the safeguarding of the City's fixed assets lies with the department director in whose department the fixed asset is assigned. The Fiscal Services Department shall maintain the permanent records of the City's fixed assets including description, cost, department of responsibility, date of acquisition, depreciation and expected useful life. The Fiscal Services Department shall also perform, periodically, an inventory of assets using random sampling at the department level. Such inventory shall be performed by the Director of Fiscal Services or his or her designated agent in the presence of designated department personnel from the responsible department. D.COMPUTER SYSTEM/DATA SECURITY. The City shall provide security of its computer system and data files through physical security. The computer system shall be in a location inaccessible to unauthorized personnel. IX. DEBT MANAGEMENT A.DEBT ISSUANCE. The City will issue debt only for the purpose of acquiring or constructing capital assets for the general benefit of its citizens and to allow it to fulfill its various missions as a city. Debt may be issued for the purposes of purchasing land or rights-of-way and/or improvements to land, for construction projects to provide for the general good, or for capital equipment. 1.GENERAL OBLIGATION BONDS (GO's). GO's will be used only to fund capital assets of the general government and are not to be used to fund operating needs of the City. GO's are backed by the full faith and credit of the City as well as the ad valorem tax authority of the City, to the extent allowed by law. The term of a bond issue will not exceed the useful life of the asset(s) funded by the bond issue and will generally be limited to no more than twenty (20) years. General obligation bonds must be authorized by a vote of the citizens of the City of College Station. 2.REVENUE BONDS (RB's). RB'S will be issued to provide for the capital needs of any F-8 activities where the capital requirements are necessary for continuation or expansion of a service which produces a revenue and for which the asset may reasonably be expected to provide for a revenue stream to fund the debt service requirements. The term of the obligation should not exceed the useful life of the asset(s) to be funded by the bond issue and will generally be limited to no more than twenty (20) years. 3.CERTIFICATES OF OBLIGATION, Contract Obligations, etc. (CO's ). CO's will be used in order to fund capital requirements that are not otherwise covered under either revenue bonds or general obligation bonds. Debt service for CO's may be either from general revenues or backed by a specific revenue stream or streams or by a combination of both. Generally CO's will be used to fund capital assets when GO's and RB's are not appropriate and when authorized under law. The term of the obligation may not exceed the useful life of the asset(s) to be funded by the proceeds of the debt issue and will generally be limited to no more than ten (10) years, but may extend to twenty (20) years when the asset is of a nature that its anticipated useful life exceeds 20 years. 4.METHOD OF SALE. The City will use a competitive bidding process in the sale of bonds unless the nature of the issue warrants a negotiated bid. In situations where a competitive bidding process is not elected, the City will publicly present the reasons why, and the City will participate with the financial advisor in the selection of the underwriter or direct purchaser. 5.BIDDING PARAMETERS. The notice of sale will be carefully constructed so as to ensure the best possible bid for the City, in light of the existing market conditions and other prevailing factors. C.ANALYSIS OF FINANCING ALTERNATIVES. Staff will explore alternatives to the issuance of debt for capital acquisitions and construction projects. These alternatives will include, but not be limited to, 1) grants in aid, 2) use of reserves, 3) use of current revenues, 4) contributions from developers and others, 5) leases, and 6) impact fees. D.DISCLOSURE. Full disclosure of operating costs along with capital costs will be made to the bond rating agencies and other users of financial information. The City staff, with the assistance of financial advisors and bond counsel, will prepare the necessary materials for presentation to the rating agencies, will aid in the production of Preliminary Official Statements, and will take responsibility for the accuracy of all financial information released. E.FEDERAL REQUIREMENTS. The City will maintain procedures to comply with arbitrage rebate and other Federal requirements. F.DEBT STRUCTURING. The City will issue bonds for 20 years or less, not to exceed the life of the asset acquired. The structure should approximate level annual debt service unless operational matters dictate otherwise or if market conditions indicate potential savings could result from modifying the level payment stream. Consideration of market factors, such as the tax- exempt qualification, minimum tax alternative, and so forth will be given during the structuring of long-term debt instruments. X.FINANCIAL CONDITIONS, RESERVES, AND STABILITY RATIOS A.OPERATIONAL COVERAGE. (NO OPERATING DEFICITS). The City will maintain an operational coverage of 1.00, such that current operating revenues will at least equal or exceed current operating expenditures. Deferrals, short-term loans, or one-time sources will be avoided as budget balancing techniques. Reserves will be used only for emergencies or non-recurring expenditures, except when balances can be reduced because their levels exceed guideline minimums as stated in Paragraph B, following. B. OPERATING RESERVES/FUND BALANCES 1.The unobligated fund balance in the General Fund should be at least 15% of the annual budgeted General Fund expenses. This percentage is the equivalent of 55 days expenditures. An additional amount of up to 3.0% should be maintained for extraordinary items or contingencies. Cash and investments F-9 alone should be equivalent to 30 days of operating expenditures. 2.The Enterprise Fund working capital should be maintained at 15% of total operating expenses or the equivalent of 55 days. Cash and Investments alone should be equivalent to 30 days of operations. 3.The Hotel/Motel Fund fund balance should be at least 15% of the annual budgeted expenditures. -Adequate reserves are essential due to the nature of this revenue source and the reliance organizations have on this revenue source to maintain ongoing operations. 4.The Internal Service Funds will attain and retain fund balance/working capital balances appropriate for the fund. Some funds may need only minimal fund balance/working capital in order to meet the needs of the fund, while others such as replacement and insurance funds must have resources sufficient to meet major annual fluctuations in expenditures or long term liabilities. C.LIABILITIES AND RECEIVABLES. Procedures will be followed to maximize discounts and reduce penalties offered by creditors. Current liabilities will be paid within 30 days of the invoice date or on receipt of the goods or services, whichever is later. Accounts Receivable procedures will target collection for a maximum of 30 days from service, with any receivables aging past 120 days to go to a collection agency. The Director of Fiscal Services is authorized to write-off uncollectible accounts that are delinquent for more than 365 days, if the proper delinquency procedures have been followed. D. CAPITAL AND DEBT SERVICE FUNDS. 1. Monies in the Capital Projects Funds will be used within 36 months of receipt. Balances will be used to generate interest income to offset increases in construction costs or other associated costs. Capital project funds are intended to be expended totally. 2. Revenues in the Debt Service Fund are stable, based on property tax revenues and transfers from other funds. Remaining balances are maintained to meet contingencies and to make certain that the next year's debt service payments may be met in a timely manner. The fund balance should not fall below 81/3% (one month) of average budgeted expenditures (in line with IRS guidelines). E.INSURANCE RESERVES. Where risk is retained by the City in a self-insurance mode, a reserve will be established based upon actuarial determination. Such reserve will be used for no other purposes than for financing losses under the insurance program. XI. INTERNAL CONTROLS A.WRITTEN PROCEDURES. Wherever possible, written procedures will be established and maintained by the Director of Fiscal Services for all functions involving cash handling and/or accounting throughout the City. These procedures will embrace the general concepts of fiscal responsibility set forth in this policy statement. B.DEPTARTMENT DIRECTORS’ RESPONSIBILITIES. Each department Director is responsible for ensuring that good internal controls are followed throughout his or her Department, that all Fiscal Services Department directives or internal controls are implemented, and that all independent auditor internal control recommendations are addressed. Departments will develop and periodically update written internal control procedures. APPENDIX G OUTSIDE AGENCY FUNDING G-1 OUTSIDE AGENCY FUNDING The City funds a number of outside agencies and organizations each fiscal year to provide services for the citizens of College Station. The amount of funding provided depends on the funds available. This year organizations and agencies are receiving funds from the General Fund, Community Development Fund, Hotel/Motel Fund, Electric Fund and Sanitation Fund. Organizations submit requests for funding to the City during the budget process. They are asked to provide financial information including a budget showing revenues and expenditures, goals and objectives of the organization, and the projected uses of the funds being requested. Also submitted are service levels and performance measures. Community Development eligible agencies go through a selection process through the Joint Relief Funding Committee. This committee is made up of members from College Station and Bryan and reviews all requests for Community Development Funds available for public agencies and makes recommendations to both cities on which agencies should receive funding. As part of the strategic planning process this year the City Council identified taking steps to ensure representational funding for multi-jurisdictional funding requests as a strategy. Development of this strategy continues and will result in the development of a policy regarding outside agency funding. The following is a summary of the agencies recommended for funding in FY 02. The General Fund approved agencies include the following: the Retired Senior Volunteer Program, $5,000; the Brazos Valley Council on Alcohol and Substance Abuse, $10,000; the Brazos Animal Shelter, $53,392; and the Brazos County Appraisal District, $114,530. The Brazos County Health District funding level increases this year to $113,498. Other agencies included in the General Fund for FY02 include the following: the Dispute Resolution Center, $10,000; Veteran’s Park Memorial, $25,000; Valley, $30,000, the Noon Lion’s Club – 4th of July Fireworks, $10,000; and the SCA Student Ambassador Program, $4,500. The Community Development funded agencies were approved by the Joint Relief Funding Committee. A total of $184,050 is approved to be distributed to 8 agencies. These agencies include: Brazos Maternal & Child Health Center, $21,600; the BVCAA Dental Clinic, $10,000; the College Station Department Agencies, $66,540; Health for All, $19,575; Literacy Volunteers of America, $5,102; and Scotty’s House, $23,000. Also included is the Twin City Mission’s Phoebe’s Home funded at $19,033 and Sheltering Arms at $19,200. Hotel/Motel funds are approved for 3 organizations. The Arts Council approved budget for FY 02 is $260,400. Another agency is the Convention & Visitors Bureau approved budget is $668,000. The Convention & Visitors Bureau receives most of its funding from the City of College Station. The approved budget for the Brazos Valley Sports Foundation is $192,000. The Sports Foundation was created to market sporting events in the Bryan/College Station area. The Sports Foundation receives most of it’s funding from the City of College Station. The Economic Development Corporation, funded from the Electric Fund, is approved at $246,951. This is an increase from the FY 01 level of $246,167. The EDC is an organization to promote economic development in the area and is funded by the Cities of College Station and Bryan, and Brazos County. Funding for Brazos Beautiful is approved to be $40,000. This is an increase of $2,200 from FY 01. This funding is approved to come from the Sanitation Fund. Brazos Beautiful promotes litter abatement and beautification programs. CITY OF COLLEGE STATION OUTSIDE AGENCY FUNDING FY01 FY01-02 FY 96 FY 97 FY98 FY 99 FY00 YEAR END TOTAL GENERAL FUND ACTUAL ACTUAL ACTUAL ACTUAL ACTUAL ESTIMATE APPROVED RSVP 5,000$ 5,000$ 5,000$ 5,000$ 5,000$ $5,000 5,000$ BVCASA 25,000 25,000 25,000 25,000 25,000 25,000 10,000 BRAZOS ANIMAL SHELTER 21,583 31,460 27,014 45,623 45,700 52,346 53,392 MYRTLES 0 0 0 0 50,000 0 0 BRAZOS COUNTY APPRAISAL DISTRICT 99,802 104,376 108,821 90,564 96,484 108,700 114,530 BRAZOS CO. HEALTH DISTRICT 77,485 80,584 83,002 85,500 89,775 113,498 113,498 BRAZOS COUNTY SR CITIZENS ASSOC. 0 0 10,000 0 3,300 0 0 DISPUTE RESOLUTION CENTER 0 0 0 0 2,500 5,000 10,000 EDC INCENTIVE FUNDING 50,000 50,000 0 0 0 0 0 VETERAN'S PARK MEMORIAL 0 0 0 0 0 25,000 25,000 VALLEY 0 0 0 0 0 0 30,000 NOON LIONS CLUB - 4TH OF JULY 0 6,850 7,175 8,000 8,000 8,000 10,000 SCA STUDENT AMBASSADOR PROGRAM 0 9,000 9,000 9,000 9,000 9,000 4,500 278,870$ 312,270$ 275,012$ 268,687$ 334,759$ 351,544$ 375,920$ COMMUNITY DEVELOPMENT BLUEBONNET GIRL SCOUT COUNCIL 0$ 0$ 0$ 0$ 8,000$ 0$ 0$ BRAZOS COUNTY COMMUNITY COUNCIL 0 0 6,400 0 0 0 0 BRAZOS COUNTY RAPE CRISIS CENTER 42,000 0 0 0 0 0 0 BRAZOS FOOD BANK 22,000 24,926 0 30,000 0 20,734 0 CTR 0 20,000 0 0 0 0 21,600 BVCAA DENTAL CLINIC 0 0 0 0 0 15,000 10,000 AGENCIES 0 0 68,050 42,688 43,000 55,008 66,540 ELDER AID 0 24,320 0 21,840 25,079 16,550 0 FAMILY MEDICINE CENTER 0 0 0 0 25,000 0 0 GIRLS CLUB OF BRAZOS VALLEY 24,666 0 24,900 0 0 0 0 HEALTH FOR ALL 0 45,010 40,000 30,000 0 0 19,575 HOSPICE OF BRAZOS VALLEY 0 0 0 20,122 0 30,000 0 INFANT PROGRAM 25,000 0 0 0 0 0 0 INTERFAITH OUTREACH 0 32,800 24,600 30,000 0 0 0 LITERACY VOLUNTEERS OF AMERICA 0 0 0 0 0 0 5,102 SALVATION ARMY 0 0 0 0 15,000 0 0 SCOTTY'S HOUSE 0 0 18,300 0 24,680 0 23,000 TCM - THE BRIDGE 0 0 0 2,200 37,141 6,654 0 TCM - COMMUNITY SUPPORT 0 0 0 0 0 33,654 0 TCM - PHOEBE'S HOME 46,000 0 0 0 0 0 19,033 TCM - SHELTERING ARMS 0 0 0 0 0 0 19,200 159,666$ 147,056$ 182,250$ 176,850$ 169,900$ 177,600$ 184,050$ HOTEL/MOTEL FUND ARTS COUNCIL $155,000 170,000$ 184,000$ 209,029$ 245,400$ $255,400 260,400$ ATHLETIC FEDERATION 14,000 7,900 7,900 0 0 0 0 CONVENTION AND VISITORS BUREAU 450,000 602,450 534,523 621,260 665,000 645,000 668,000 BRAZOS VALLEY SPORTS FOUNDATION 0 0 99,500 122,000 125,660 150,000 192,000 AGGIE SWIM CLUB 15,400 6,850 2,602 0 0 0 0 BUSH LIBRARY COMMITTEE 4,240 95,760 50,000 50,000 50,000 0 0 NOON LIONS CLUB - 4TH OF JULY 6,500 0 0 0 0 0 0 HOLIDAY ON THE BRAZOS 6,644 0 0 0 0 0 0 651,784$ 882,960$ 878,525$ 1,002,289$ 1,086,060$ 1,050,400$ 1,120,400$ ELECTRIC FUND CORPORATION 157,000$ 157,000$ 160,000$ 170,000$ 209,494$ 246,167$ 246,951$ 157,000$ 157,000$ 160,000$ 170,000$ 209,494$ 246,167$ 246,951$ SANITATION FUND BRAZOS BEAUTIFUL 8,500$ 17,000$ 17,000$ 37,000$ 37,000$ 37,800$ 40,000$ 8,500$ 17,000$ 17,000$ 37,000$ 37,000$ 37,800$ 40,000$ TOTAL AGENCY FUNDING ######################################################## G-2 APPENDIX H MISCELLANEOUS STATISTICAL DATA CITY OF COLLEGE STATION CONSTRUCTION PERMITS LAST TEN CALENDAR YEARS Residential Commercial Construction Construction Total Number Number Number Year of Permits Value of Permits Value of Permits Value 1991 370 18,933,748 164 17,319,566 534 36,253,314 1992 475 31,503,185 153 11,648,580 628 43,151,765 1993 598 44,396,336 316 35,378,164 914 79,774,500 1994 614 74,312,947 346 21,336,839 960 95,649,786 1995 634 58,192,760 102 22,577,442 736 80,770,202 1996 656 58,501,690 131 20,856,558 787 79,358,248 1997 584 50,488,222 114 46,243,177 698 96,731,399 1998 691 83,593,022 320 59,342,043 1011 142,935,065 1999 1057 87,917,466 296 27,723,105 1353 115,640,571 2000 793 87,144,173 328 52,569,645 1121 139,713,818 2001* 782 79,340,756 191 40,194,722 973 119,535,478 * NOTE: 2001 data is for Jan. - September 2001 Residential Construction includes: Single family dwellings, Duplexes and Apartments as well as residential remodels, slabs, roofs, and swimming pools. Commercial Construction includes: Commercial new construction, slab, and remodel as well as Hotel/Motel/Inn, demolition and sign permits. Source: The City of College Station, Development Services H-1 CITY OF COLLEGE STATION PRINCIPAL TAXPAYERS October 2001 Percent of 2001 Total Assessed College Station- Top 10 Taxpayers Type of Business Assessed Valuation Valuation C.B.L. & Associates Retail Mall $48,617,375 1.95% W9/JP-M Real Estate Ltd. Housing 40,630,000 1.63% Verizon Communications, Inc. Utility 35,241,110 1.42% Universal Computer Services, Inc. Retail 31,696,491 1.27% Alkosser/Weinberg Housing 30,674,775 1.23% College Station Hospital LP Medical 25,132,560 1.01% Wal-Mart/Sam's Retail 19,667,890 0.79% University Commons Housing 18,408,250 0.74% SHP-The Callaway House LP Housing 16,200,000 0.65% Melrose Apartments Housing 16,000,000 0.64% Total $282,268,451 11.34% Top 5 Commercial Taxpayers Type of Business Assessed Valuation Valuation C.B.L. & Associates Retail Mall 48,617,375 1.95% College Station Hospital LP Medical 25,132,560 1.01% Wal-Mart/Sam's Retail 19,667,890 0.79% Lane College Station Limited Retail 14,000,000 0.56% R&S Leasing Retail 10,495,946 0.42% Total $117,913,771 4.74% Top 5 Industrial Taxpayers Type of Business Assessed Valuation Valuation Universal Computer Services, Inc. Retail 31,696,491 1.27% O I Corporation Retail 5,556,480 0.22% Red Oak Sportswear/GCS-CCC Realty Retail 4,762,975 0.19% ARC/AMS Retail 5,657,865 0.23% Aggieland Ready Mix Co. Retail 750,000 0.03% Total $48,423,811 1.95% Source: Brazos County Appraisal District H-2 CITY OF COLLEGE STATION PRINCIPAL UTILITY CUSTOMERS October 2001 Total Oct. 99 to Sept. 00 Percent of KWH Utility Customer Type of Business KWH Consumption Consumed CSISD Schools 17,442,736 2.98 CBL & Associates Retail Mall 15,429,699 2.64 City of College Station Municipality 15,077,658 2.58 Wal-Mart Retail 7,987,360 1.37 Albertsons Retail Grocery 7,931,857 1.36 State Headquarters/TAMU University 7,919,092 1.35 College Station Medical Hospital 6,643,841 1.14 Lane C/S Ltd Hotel 5,081,700 0.87 US Dept of Agr Government 4,689,760 0.80 Briarwood Apartments 4,605,600 0.79 TOTAL 92,809,303 15.87 Source: City of College Station Utility Billing Department H-3 CITY OF COLLEGE STATION MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA October 2001 Date incorporated October, 1938 Date first charter adopted October, 1938 Date present charter adopted May, 1992 Date of last charter amendment May, 1998 Form of government Council-Manager Area in square miles Year Square Miles 1938 1.50 1948 4.20 1958 7.30 1968 17.3 1978 22.6 1988 27.7 1989 27.7 1990 27.7 1992 28.1 1994 30.0 1995 38.2 1996 38.2 1998 40.8 Miles of streets: Paved 711 Lane Miles Unpaved 1.3 Lane Miles Miles of sanitary sewer 235 Miles Fire Protection: Number of stations 4* Number of full-time employees 100 Police Protection: Number of employees 143 Number of patrol units 26 One jail facility with a capacity of 20 *Another Fire Station is scheduled for design and construction for FY02. H-4 CITY OF COLLEGE STATION MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA June 2001 Recreation: Number of playgrounds 35 Number of basketball courts 21 Number of swimming pools 3 Number of soccer fields 13 Number of softball/baseball fields 19 Number of tennis courts 14 Number of picnic shelters 17 Number of gyms 3 Number of volleyball courts 8 Number of nature trails 9 Number of open play areas 25 Number of Picnic Pavilions 10 Number of Jogging/Walking Trails 20 Parks: Facility Acres Facility Acres Anderson Park 8.94 Longmire Park 4.16 Arboretum 17.00 Merry Oaks 4.60 Bee Creek Park 26.50 Oaks Park 7.50 Billie Madeley Park 5.13 Parkway 1.90 Brison Park 9.20 Pebble Creek 10.20 Brother's Pond 16.12 Raintree 12.98 College Station Central Park 47.22 Richard Carter Park 7.14 Conference Center 2.30 Sandstone 15.21 Cy Miller Park 2.50 Southwest Park Site 4.78 Eastgate 1.80 Southwood Complex 44.70 Edelweiss 12.30 Steeplechase 8.90 Emerald Forest Park 4.59 Thomas Park 16.10 Gabbard Park 10.67 W. A. Tarrow Park 21.26 Georgia K. Fitch 11.30 Westfield 4.29 Hensel Park -TAMU 29.70 Windwood 1.37 Jack and Dorothy Miller Park 10.00 Wolfpen Creek Park 19.49 Lemon Tree Park 15.43 Woodcreek Park 6.60 Lick Creek Park 515.50 Woodland Hills 3.21 Veterans Athletic Park 150.00 Woodway Park Site 9.26 Luther Jones 1.80 University Park Site 10.20 Lion's Park 1.50 Shenandoah Park 8.06 TOTAL ACREAGE 1121.4 H-5 CITY OF COLLEGE STATION MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA October 2001 Utility Fund: Electric Users (Connections)26,622 Water Users (Connections)15,826 Average Electrical Consumption: 49,988,081 Kwh/mo. Average Water Consumption:294,230 MGW/Mo. Number of Employees: Electric 53 Water 31 Sewer 38 Water Capacity: Number of Wells 6 Combined Capacity of Wells 24,000,000 GAL/day Number of Ground Storage Tanks 2 Total capacity 8,000,000 GALS Number of Elevated Storage Tanks 2 Total capacity 3,000,000 GALS Miles of Water Lines 250 Electric System: Maximum Demand 162 megawatts Number of Switching Stations 2 Number of Substations 4 Miles of Distribution Lines 310 Sanitation Fund: Number of users (units served) 28,894 Landfill size 188 Methodology Curbside pickup using automated containers. H-6 CITY OF COLLEGE STATION MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA October 2001 Education: Attendance centers 11 Number of classrooms 550 Number of teachers 516 Number of students 7,327 Elections: Number of registered voters: Last municipal election. 41,151 Number of votes cast in: Last municipal election 1,768 Percentage of registered voters voting in: Last municipal election 4.30% Population: Actual Census Count 2000 67,890 1990 52,456 1980 37,296 1970 17,676 1960 11,396 1950 7,925 SOURCE: Education: College Station Independent School District Elections: City Secretary's Office Population: Development Services H-7 CITY OF COLLEGE STATION MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA October 2001 UNIVERSITY YEAR ENROLLEMENT 1988 39,163 1989 40,492 1990 41,131 1991 40,997 1992 41,092 1993 42,524 1994 42,018 1995 41,790 1996 41,892 1997 41,461 1998 42,635 1999 43,442 2000 44,026 2001 44,618 PRIMARY LABOR FORCE FOR COLLEGE STATION 1990 - 2001 TOTAL NUMBER NUMBER PERCENT YEAR LABOR FORCE EMPLOYED UNEMPLOYED UNEMPLOYED 1990 24,567 23,190 1,377 5.6 1991 24,824 23,944 880 3.5 1992 25,561 24,777 784 3.1 1993 26,490 25,745 745 2.8 1994 27,378 26,611 767 2.8 1995 27,492 26,622 870 3.2 1996 27,467 26,751 714 2.6 1997 28,051 27,421 630 2.2 1998 29,333 28,808 525 1.8 1999 30,043 29,490 553 1.8 2000 31,321 30,585 488 1.6 2001 30,572 30,020 552 1.8 * NOTE: 2001 represents average labor force and employment through September. SOURCE TAMU, Office of Institutional Studies and Planning Texas Workforce Commission H-8 APPENDIX I THE 2001-2002 STRATEGIC PLANNING AND BUDGET PROCESS Strategic Planning and Budget Process Flowchart February FY01 Strategic Plan status report Present financial forecast Review proposed budget calendar March Review pay plan recommendations Review preliminary budget priorities May Review Mission and Vision Statements FY01 Strategic Plan status report City Council Strategic Planning Retreat - Identify and prioritize FY02 Strategic Plan strategies Review health plan update June Review citizen survey results Review proposed Capital Improvement Program Present Proposed FY02 Strategic to City Council July Review and revise proposed strategic plan Review and revise proposed strategic plan August Present Proposed Budget to City Council Public Hearing on Proposed Budget September Council adoption of FY02 Strategic Plan and FY02 Budget Council adoption of tax rate I -1 APPENDIX J SCHEDULE OF REQUIREMENTS FOR: GENERAL OBLIGATION BONDS CERTIFICATES OF OBLIGATION UTILITY REVENUE BONDS GENERAL OBLIGATION BONDS DEBT SERVICE SCHEDULE OF REQUIREMENTS General Obligation And Refunding Bond Series 1991 December 23,1991 - $4,625,000 Street Construction and Improvement - $2,750,000; Parks Construction and Improvements - $750,000; Refund 1991 Series Public Property Finance Contractual Obligations - $1,125,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 225,000 5.80%34,525 259,525 8-15-02 28,000 28,000 287,525 975,000 2-15-03 225,000 6.00%28,000 253,000 8-15-03 21,250 21,250 274,250 750,000 2-15-04 21,250 21,250 8-15-04 21,250 21,250 42,500 750,000 2-15-05 21,250 21,250 8-15-05 21,250 21,250 42,500 750,000 2-15-06 21,250 21,250 8-15-06 21,250 21,250 42,500 750,000 2-15-07 21,250 21,250 8-15-07 21,250 21,250 42,500 750,000 2-15-08 21,250 21,250 8-15-08 21,250 21,250 42,500 750,000 2-15-09 21,250 21,250 8-15-09 21,250 21,250 42,500 750,000 2-15-10 250,000 6.00%21,250 271,250 8-15-10 13,750 13,750 285,000 500,000 2-15-11 250,000 5.50%13,750 263,750 8-15-11 6,875 6,875 270,625 250,000 2-15-12 250,000 5.50%6,875 256,875 8-15-12 0 0 256,875 0 Note: Bonds maturing 2004-2009 were defeased by the 1996 GO and refunding series. Net Interest: $3,157,063 Moody's:Aaa (INSURED) S & P's:AAA (INSURED) Paying Agent: First City National Bank of Houston Underwriter: Prudential - Securities Incorporated Call Provisions: All Bonds maturing on or after February 15, 2002 are optional for redemption in whole or in part on February 15, 2001 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-1 DEBT SERVICE SCHEDULE OF REQUIREMENTS General Obligation And Refunding Bond Series 1994 August 15, 1994 -- $6,250,000 Street Construction - $1,750,000; Parks (1990 Authorization) - $250,000 Oversize Bridge (1984 Authorization) - $500,000; Drainage Improvements - $350,000 Refund C.O. Series 1994 - $3,400,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 300,000 7.50%106,075 406,075 8-15-02 94,825 94,825 500,900 3,350,000 2-15-03 300,000 7.30%94,825 394,825 8-15-03 83,875 83,875 478,700 3,050,000 2-15-04 300,000 5.50%83,875 383,875 8-15-04 75,625 75,625 459,500 2,750,000 2-15-05 275,000 5.50%75,625 350,625 8-15-05 68,063 68,063 418,688 2,475,000 2-15-06 275,000 5.50%68,063 343,063 8-16-06 60,500 60,500 403,563 2,200,000 2-15-07 275,000 5.50%60,500 335,500 8-15-07 52,938 52,938 388,438 1,925,000 2-15-08 275,000 5.50%52,938 327,938 8-15-08 45,375 45,375 373,313 1,650,000 2-15-09 275,000 5.50%45,375 320,375 8-15-09 37,813 37,813 358,188 1,375,000 2-15-10 275,000 5.50%37,813 312,813 8-15-10 30,250 30,250 343,063 1,100,000 2-15-11 275,000 5.50%30,250 305,250 8-15-11 22,688 22,688 327,938 825,000 2-15-12 275,000 5.50%22,688 297,688 8-15-12 15,125 15,125 312,813 550,000 2-15-13 275,000 5.50%15,125 290,125 8-15-13 7,563 7,563 297,688 275,000 2-15-14 275,000 5.50%7,563 282,563 8-15-14 0 0 282,563 0 Effective Interest Rate:5.95%Moody's:A-1 Net Interest Cost:$3,421,100 S & P's:A+ Paying Agent: Texas Commerce Bank, N.A. Underwriting Group:Stephens, Inc. First Southwest Company Nations Bank Eugene C. Palma FSW Co. Call Provisions: All Bonds maturing on or after February 15, 2005 are optional for redemption in whole or in part on February 15, 2004 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at anytime, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-2 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B 1995 SERIES August 1, 1995 -- $4,700,000 Street Projects - $1,140,000; Northgate - $400,000; Traffic Signals - $420,000; Misc. Drainage - $395,000; Library - $700,000; Fire Station Relocation - $935,000; Park Development and Improvements - $280,000; Land Purchase - $430,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 250,000 7.00%103,713 353,713 8-15-02 94,963 94,963 448,675 3,500,000 2-15-03 250,000 7.00%94,963 344,963 8-15-03 86,213 86,213 431,175 3,250,000 2-15-04 300,000 6.00%86,213 386,213 8-15-04 77,213 77,213 463,425 2,950,000 2-15-05 300,000 5.10%77,213 377,213 8-15-05 69,563 69,563 446,775 2,650,000 2-15-06 300,000 5.25%69,563 369,563 8-16-06 61,688 61,688 431,250 2,350,000 2-15-07 300,000 5.25%61,688 361,688 8-15-07 53,813 53,813 415,500 2,050,000 2-15-08 300,000 5.25%53,813 353,813 8-15-08 45,938 45,938 399,750 1,750,000 2-15-09 350,000 5.25%45,938 395,938 8-15-09 36,750 36,750 432,688 1,400,000 2-15-10 350,000 5.25%36,750 386,750 8-15-10 27,563 27,563 414,313 1,050,000 2-15-11 350,000 5.25%27,563 377,563 8-15-11 18,375 18,375 395,938 700,000 2-15-12 350,000 5.25%18,375 368,375 8-15-12 9,188 9,188 377,563 350,000 2-15-13 350,000 5.25%9,188 359,188 8-15-13 0 0 359,188 0 Effective Interest Rate:5.5334%Moody's:Aaa Net Interest Cost:$2,795,038 S & P's:AAA Paying Agent: Texas Commerce Bank National Association Underwriting Group:Merrill Lynch, Pierce, Ferris & Smith, Inc. Robert W. Baird & Co., Inc. Raymond James & Associates, Inc. DLS Securities Service Asset Management Call Provisions: All Bonds maturing on or after February 15, 2006 are optional for redemption in whole or in part on February 15, 2005 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-3 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B and Refunding 1996 Series Dec. 1, 1996 - $11,845,000 Streets, Sidewalks, and Traffic - $2,580,000; Drainage - $370,000; Library - $1,200,000; Park - $1,150,000; Refund Series 1987 - $3,795,000; Refund Series 1989 G.O. - $1,350,000; Refund Series 1991 G.O. - $1,425,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 875,000 6.50%216,964 1,091,964 8-15-02 188,526 188,526 1,280,490 7,050,000 2-15-03 880,000 6.50%188,526 1,068,526 8-16-03 159,926 159,926 1,228,453 6,170,000 2-16-04 1,100,000 4.70%159,926 1,259,926 8-15-04 134,076 134,076 1,394,003 5,070,000 2-15-05 640,000 4.80%134,076 774,076 8-15-05 118,716 118,716 892,793 4,430,000 2-15-06 420,000 4.90%118,716 538,716 8-15-06 108,426 108,426 647,143 4,010,000 2-15-07 450,000 5.05%108,426 558,426 8-15-07 97,064 97,064 655,490 3,560,000 2-15-08 460,000 5.05%97,064 557,064 8-15-08 85,449 85,449 642,513 3,100,000 2-15-09 465,000 5.15%85,449 550,449 8-15-09 73,475 73,475 623,924 2,635,000 2-15-10 270,000 5.25%73,475 343,475 8-15-10 66,388 66,388 409,863 2,365,000 2-15-11 285,000 5.35%66,388 351,388 8-15-11 58,764 58,764 410,151 2,080,000 2-15-12 300,000 5.45%58,764 358,764 8-15-12 50,589 50,589 409,353 1,780,000 2-15-13 315,000 5.50%50,589 365,589 8-15-13 41,926 41,926 407,515 1,465,000 2-15-14 335,000 5.50%41,926 376,926 8-15-14 32,714 32,714 409,640 1,130,000 2-15-15 355,000 5.55%32,714 387,714 8-15-15 22,863 22,863 410,576 775,000 2-15-16 375,000 5.90%22,863 397,863 8-15-16 11,800 11,800 409,663 400,000 2-15-17 400,000 5.90%11,800 411,800 411,800 0 Net Interest:5,458,206$ Moody's:Aaa S & P's:AAA Paying Agent: Texas Commerce Bank National Association Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 15, 2008 through and including february 15, 2015, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2007, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption . The City reserves the right, at its option, to redeem the Term Bonds having a stated maturity date of February 15,2017 and subject to mandatory redemption as described herein, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 1999, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-4 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. 1998 SERIES April 1, 1998 - $6,200,000 Streets, Sidewalks, and Traffic - $3,303,000; Drainage Improvements - $462,000; Library - $735,000; Land and Fire Station - $430,000; Parks - $1,270,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 240,000 6.50%149,278 389,278 8-15-02 141,478 141,478 530,756 5,515,000 2-15-03 255,000 6.50%141,478 396,478 8-15-03 133,191 133,191 529,669 5,260,000 2-15-04 265,000 6.50%133,191 398,191 8-15-04 124,578 124,578 522,769 4,995,000 2-15-05 280,000 6.50%124,578 404,578 8-15-05 115,478 115,478 520,056 4,715,000 2-15-06 295,000 4.50%115,478 410,478 8-15-06 108,841 108,841 519,319 4,420,000 2-15-07 310,000 4.55%108,841 418,841 8-15-07 101,788 101,788 520,629 4,110,000 2-15-08 325,000 4.65%101,788 426,788 8-15-08 94,232 94,232 521,020 3,785,000 2-15-09 340,000 4.70%94,232 434,232 8-15-09 86,242 86,242 520,474 3,445,000 2-15-10 360,000 4.75%86,242 446,242 8-15-10 77,692 77,692 523,934 3,085,000 2-15-11 380,000 4.85%77,692 457,692 8-15-11 68,477 68,477 526,169 2,705,000 2-15-12 395,000 5.00%68,477 463,477 8-15-12 58,602 58,602 522,079 2,310,000 2-15-13 415,000 5.00%58,602 473,602 8-15-13 48,227 48,227 521,829 1,895,000 2-15-14 440,000 5.00%48,227 488,227 8-15-14 37,227 37,227 525,454 1,455,000 2-15-15 460,000 5.10%37,227 497,227 8-15-15 25,497 25,497 522,724 995,000 2-15-16 485,000 5.13%25,497 510,497 8-15-16 13,069 13,069 523,566 510,000 2-15-17 510,000 5.13%13,069 523,069 523,069 0 Net Interest Cost:3,694,415$ Moody's:Aaa S & P's:AAA Paying Agent:Chase Bank of Texas Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 155, 2009, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2008, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-5 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 1999 APRIL 15, 1999 - PRINCIPAL - $6,230,000 Streets - $2,707,000; Thoroughfare and Sidewalk Improvements - $220,000; Traffic Management - $540,000; Drainage - $1,458,000; City Facilities - $275,000; Park Improvements - $930,000; Fire Station Improvements - $100,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 6,230,000 2-15-02 250,000 3.7000%129,721 379,721 8-15-02 125,096 125,096 504,818 5,595,000 2-15-03 260,000 3.8000%125,096 385,096 8-15-03 120,156 120,156 505,253 5,335,000 2-15-04 275,000 3.9000%120,156 395,156 8-15-04 114,794 114,794 509,950 5,060,000 2-15-05 290,000 4.0000%114,794 404,794 8-15-05 108,994 108,994 513,788 4,770,000 2-15-06 300,000 4.0000%108,994 408,994 8-15-06 102,994 102,994 511,988 4,470,000 2-15-07 320,000 4.1000%102,994 422,994 8-15-07 96,434 96,434 519,428 4,150,000 2-15-08 335,000 5.0000%96,434 431,434 8-15-08 88,059 88,059 519,493 3,815,000 2-15-09 350,000 5.4000%88,059 438,059 8-15-09 78,609 78,609 516,668 3,465,000 2-15-10 365,000 4.2500%78,609 443,609 8-15-10 70,853 70,853 514,461 3,100,000 2-15-11 385,000 4.3000%70,853 455,853 8-15-11 62,575 62,575 518,428 2,715,000 2-15-12 400,000 4.4000%62,575 462,575 8-15-12 53,775 53,775 516,350 2,315,000 2-15-13 420,000 4.5000%53,775 473,775 8-15-13 44,325 44,325 518,100 1,895,000 2-15-14 440,000 4.6000%44,325 484,325 8-15-14 34,205 34,205 518,530 1,455,000 2-15-15 460,000 4.6500%34,205 494,205 8-15-15 23,510 23,510 517,715 995,000 2-15-16 485,000 4.7000%23,510 508,510 8-15-16 12,113 12,113 520,623 510,000 2-15-17 510,000 4.7500%12,113 522,113 522,113 0 Interest Cost:3,027,827$ Moody's:Aaa S & P's:AAA Paying Agent:Chase Bank of Texas Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 15, 2010, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2009, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-6 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2000 April 13, 2000 - $8,460,000 Streets - $4,690,000; Traffic Management - $1,100,000 Parks - $1,570,000; Sidewalks and Bike Trails - $290,000; Fire Station 2 - $810,000 DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 8,460,000 2-15-02 675,000 7.00%223,290 898,290 8-15-02 199,665 199,665 1,097,955 7,210,000 2-15-03 295,000 7.00%199,665 494,665 8-15-03 189,340 189,340 684,005 6,915,000 2-15-04 310,000 7.00%189,340 499,340 8-15-04 178,490 178,490 677,830 6,605,000 2-15-05 325,000 7.00%178,490 503,490 8-15-05 167,115 167,115 670,605 6,280,000 2-15-06 340,000 5.25%167,115 507,115 8-15-06 158,190 158,190 665,305 5,940,000 2-15-07 360,000 5.00%158,190 518,190 8-15-07 149,190 149,190 667,380 5,580,000 2-15-08 380,000 5.00%149,190 529,190 8-15-08 139,690 139,690 668,880 5,200,000 2-15-09 400,000 5.10%139,690 539,690 8-15-09 129,490 129,490 669,180 4,800,000 2-15-10 420,000 5.15%129,490 549,490 8-15-10 118,675 118,675 668,165 4,380,000 2-15-11 445,000 5.20%118,675 563,675 8-15-11 107,105 107,105 670,780 3,935,000 2-15-12 470,000 5.30%107,105 577,105 8-15-12 94,650 94,650 671,755 3,465,000 2-15-13 500,000 5.35%94,650 594,650 8-15-13 81,275 81,275 675,925 2,965,000 2-15-14 525,000 5.40%81,275 606,275 8-15-14 67,100 67,100 673,375 2,440,000 2-15-15 560,000 5.50%67,100 627,100 8-15-15 51,700 51,700 678,800 1,880,000 2-15-16 590,000 5.50%51,700 641,700 8-15-16 35,475 35,475 677,175 1,290,000 2-15-17 625,000 5.50%35,475 660,475 8-15-17 18,288 18,288 678,763 665,000 2-15-18 665,000 5.50%18,288 683,288 683,288 0 Interest Cost:4,642,079$ Moody's:Aaa S & P's:AAA Paying Agent:Chase Bank of Texas Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 15, 2011, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2010, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-7 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2001 ESTIMATE PRINCIPAL - $7,675,000 AT 6.0% INTEREST DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 7,675,000 2-15-02 250,000 6.00%230,250 480,250 8-15-02 222,750 222,750 703,000 7,425,000 2-15-03 265,000 6.00%222,750 487,750 8-15-03 214,800 214,800 702,550 7,160,000 2-15-04 280,000 6.00%214,800 494,800 8-15-04 206,400 206,400 701,200 6,880,000 2-15-05 295,000 6.00%206,400 501,400 8-15-05 197,550 197,550 698,950 6,585,000 2-15-06 315,000 6.00%197,550 512,550 8-15-06 188,100 188,100 700,650 6,270,000 2-15-07 330,000 6.00%188,100 518,100 8-15-07 178,200 178,200 696,300 5,940,000 2-15-08 350,000 6.00%178,200 528,200 8-15-08 167,700 167,700 695,900 5,590,000 2-15-09 375,000 6.00%167,700 542,700 8-15-09 156,450 156,450 699,150 5,215,000 2-15-10 395,000 6.00%156,450 551,450 8-15-10 144,600 144,600 696,050 4,820,000 2-15-11 420,000 6.00%144,600 564,600 8-15-11 132,000 132,000 696,600 4,400,000 2-15-12 445,000 6.00%132,000 577,000 8-15-12 118,650 118,650 695,650 3,955,000 2-15-13 470,000 6.00%118,650 588,650 8-15-13 104,550 104,550 693,200 3,485,000 2-15-14 500,000 6.00%104,550 604,550 8-15-14 89,550 89,550 694,100 2,985,000 2-15-15 530,000 6.00%89,550 619,550 8-15-15 73,650 73,650 693,200 2,455,000 2-15-16 560,000 6.00%73,650 633,650 8-15-16 56,850 56,850 690,500 1,895,000 2-15-17 595,000 6.00%56,850 651,850 8-15-17 39,000 39,000 690,850 1,300,000 2-15-18 630,000 6.00%39,000 669,000 8-15-18 20,100 20,100 689,100 670,000 2-15-19 670,000 6.00%20,100 690,100 J-8 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2002 ESTIMATE PRINCIPAL - $3,828,000 AT 6.0% INTEREST DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 3,828,000 2-15-03 123,900 6.00%114,840 238,740 8-15-03 111,123 111,123 349,863 3,704,100 2-15-04 131,300 6.00%111,123 242,423 8-15-04 107,184 107,184 349,607 3,572,800 2-15-05 139,200 6.00%107,184 246,384 8-15-05 103,008 103,008 349,392 3,433,600 2-15-06 147,500 6.00%103,008 250,508 8-15-06 98,583 98,583 349,091 3,286,100 2-15-07 156,400 6.00%98,583 254,983 8-15-07 93,891 93,891 348,874 3,129,700 2-15-08 165,800 6.00%93,891 259,691 8-15-08 88,917 88,917 348,608 2,963,900 2-15-09 175,700 6.00%88,917 264,617 8-15-09 83,646 83,646 348,263 2,788,200 2-15-10 186,200 6.00%83,646 269,846 8-15-10 78,060 78,060 347,906 2,602,000 2-15-11 197,400 6.00%78,060 275,460 8-15-11 72,138 72,138 347,598 2,404,600 2-15-12 209,300 6.00%72,138 281,438 8-15-12 65,859 65,859 347,297 2,195,300 2-15-13 221,800 6.00%65,859 287,659 8-15-13 59,205 59,205 346,864 1,973,500 2-15-14 235,100 6.00%59,205 294,305 8-15-14 52,152 52,152 346,457 1,738,400 2-15-15 249,200 6.00%52,152 301,352 8-15-15 44,676 44,676 346,028 1,489,200 2-15-16 264,200 6.00%44,676 308,876 8-15-16 36,750 36,750 345,626 1,225,000 2-15-17 280,000 6.00%36,750 316,750 8-15-17 28,350 28,350 345,100 945,000 2-15-18 296,800 6.00%28,350 325,150 8-15-18 19,446 19,446 344,596 648,200 2-15-19 314,700 6.00%19,446 334,146 8-15-19 10,005 10,005 344,151 333,500 2-15-20 333,500 6.00%10,005 343,505 343,505 0 J-9 CERTIFICATES OF OBLIGATION DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates Of Obligation, SERIES 1998 April 1, 1998, $5,500,000 Convention Center PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 02/15/2002 215,000 7.30%135,376 350,376 08/15/2002 127,529 127,529 477,905 4,890,000 02/15/2003 225,000 7.30%127,529 352,529 08/15/2003 119,316 119,316 471,845 4,665,000 02/15/2004 235,000 7.30%119,316 354,316 08/15/2004 110,739 110,739 465,055 4,430,000 02/15/2005 250,000 4.55%110,739 360,739 08/15/2005 105,051 105,051 465,790 4,180,000 02/15/2006 260,000 4.60%105,051 365,051 08/15/2006 99,071 99,071 464,123 3,920,000 02/15/2007 275,000 4.70%99,071 374,071 08/15/2007 92,609 92,609 466,680 3,645,000 02/15/2008 290,000 4.80%92,609 382,609 08/15/2008 85,649 85,649 468,258 3,355,000 02/15/2009 300,000 4.90%85,649 385,649 08/15/2009 78,299 78,299 463,948 3,055,000 02/15/2010 320,000 5.00%78,299 398,299 08/15/2010 70,299 70,299 468,598 2,735,000 02/15/2011 335,000 5.05%70,299 405,299 08/15/2011 61,840 61,840 467,139 2,400,000 02/15/2012 350,000 5.10%61,840 411,840 08/15/2012 52,915 52,915 464,755 2,050,000 02/15/2013 370,000 5.10%52,915 422,915 08/15/2013 43,480 43,480 466,395 1,680,000 02/15/2014 390,000 5.15%43,480 433,480 08/15/2014 33,438 33,438 466,918 1,290,000 02/15/2015 410,000 5.15%33,438 443,438 08/15/2015 22,880 22,880 466,318 880,000 02/15/2016 430,000 5.20%22,880 452,880 08/15/2016 11,700 11,700 464,580 450,000 02/15/2017 450,000 5.20%11,700 461,700 461,700 0 T.I.C.:5.2202%Moody's:Aaa Net Interest:3,346,627$ S.&P.'s:AAA Paying Agent:First Interstate Bank of Texas, N.A., Houston Call Provisions: The City reserves the right, at its option, to redeem Certificates having stated maturates on and after February 15, 2004, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2003, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-10 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 1999 April 15, 1999 - $850,000 Street Projects DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 02/15/2002 250,000 3.75%4,688 254,688 254,688 0 Net Interest:55,708$ Moody's:A1 S & P's:A+ Paying Agent:Chase Bank of Texas Call Provisions: None J-11 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 335,000 7.00%106,663 441,663 8-15-02 94,938 94,938 536,601 3,445,000 2-15-03 340,000 7.00%94,938 434,938 8-15-03 83,038 83,038 517,976 3,105,000 2-15-04 340,000 6.00%83,038 423,038 8-15-04 72,838 72,838 495,876 2,765,000 2-15-05 345,000 5.00%72,838 417,838 8-15-05 64,213 64,213 482,051 2,420,000 2-15-06 130,000 5.00%64,213 194,213 8-15-06 60,963 60,963 255,176 2,290,000 2-15-07 140,000 5.00%60,963 200,963 8-15-07 57,463 57,463 258,426 2,150,000 2-15-08 145,000 5.00%57,463 202,463 8-15-08 53,838 53,838 256,301 2,005,000 2-15-09 155,000 5.10%53,838 208,838 8-15-09 49,886 49,886 258,724 1,850,000 2-15-10 165,000 5.13%49,886 214,886 8-15-10 45,658 45,658 260,543 1,685,000 2-15-11 170,000 5.20%45,658 215,658 8-15-11 41,238 41,238 256,895 1,515,000 2-15-12 180,000 5.30%41,238 221,238 8-15-12 36,468 36,468 257,705 1,335,000 2-15-13 190,000 5.35%36,468 226,468 8-15-13 31,385 31,385 257,853 1,145,000 2-15-14 205,000 5.40%31,385 236,385 8-15-14 25,850 25,850 262,235 940,000 2-15-15 215,000 5.50%25,850 240,850 8-15-15 19,938 19,938 260,788 725,000 2-15-16 230,000 5.50%19,938 249,938 8-15-16 13,613 13,613 263,550 495,000 2-15-17 240,000 5.50%13,613 253,613 8-15-17 7,013 7,013 260,625 255,000 2-15-18 255,000 5.50%7,013 262,013 262,013 0 Net Interest:1,932,554$ Moody's:Aaa S & P's:AAA Paying Agent:Chase Bank of Texas Technology and Fiber Optic Projects - $348,000; Business Park - $250,000; Fire Station #2 - $210,000 Call Provisions: The City reserves the right, at its option, to redeem Obligations having stated maturates on and after February 15, 2011, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2010, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2000 April 13, 2000 - $4,050,000 Street Projects - $2,390,000; Park Projects - $726,000 Neighborhood CIP - $50,000; Debt Issuance - $76,000 J-12 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2000 A Principal - $8,100,000 Debt Issuance - $115,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 8,100,000 2-15-02 510,000 4.75%208,326 718,326 8-15-02 196,214 196,214 914,540 7,300,000 2-15-03 535,000 4.75%196,214 731,214 8-15-03 183,508 183,508 914,721 6,765,000 2-15-04 560,000 5.70%183,508 743,508 8-15-04 167,548 167,548 911,055 6,205,000 2-15-05 590,000 6.75%167,548 757,548 8-15-05 147,635 147,635 905,183 5,615,000 2-15-06 250,000 6.75%147,635 397,635 8-15-06 139,198 139,198 536,833 5,365,000 2-15-07 265,000 4.75%139,198 404,198 8-15-07 132,904 132,904 537,101 5,100,000 2-15-08 280,000 4.75%132,904 412,904 8-15-08 126,254 126,254 539,158 4,820,000 2-15-09 290,000 4.80%126,254 416,254 8-15-09 119,294 119,294 535,548 4,530,000 2-15-10 310,000 4.85%119,294 429,294 8-15-10 111,776 111,776 541,070 4,220,000 2-15-11 325,000 4.90%111,776 436,776 8-15-11 103,814 103,814 540,590 3,895,000 2-15-12 340,000 5.00%103,814 443,814 8-15-12 95,314 95,314 539,128 3,555,000 2-15-13 360,000 5.10%95,314 455,314 8-15-13 86,134 86,134 541,448 3,195,000 2-15-14 380,000 5.20%86,134 466,134 8-15-14 76,254 76,254 542,388 2,815,000 2-15-15 405,000 5.25%76,254 481,254 8-15-15 65,623 65,623 546,876 2,410,000 2-15-16 425,000 5.30%65,623 490,623 8-15-16 54,360 54,360 544,983 1,985,000 2-15-17 455,000 5.40%54,360 509,360 8-15-17 42,075 42,075 551,435 1,530,000 2-15-18 480,000 5.50%42,075 522,075 8-15-18 28,875 28,875 550,950 1,050,000 2-15-19 510,000 5.50%28,875 538,875 8-15-19 14,850 14,850 553,725 540,000 2-15-20 540,000 5.50%14,850 554,850 554,850 0 Interest:4,141,330$ Northgate Parking Garage - $6,385,000; Land Acquisition - $1,600,000 J-15 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2001 Principal - $2,540,000 Interest Rate - 5.00% Neighborhood CIP - $75,000; 2nd Street - $390,000; Debt Issuance - $32,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-02 320,000 5.00%115,354 435,354 8-15-02 69,213 69,213 504,567 2,220,000 2-15-03 380,000 5.25%61,213 441,213 8-15-03 51,238 51,238 492,450 1,840,000 2-15-04 400,000 5.50%51,238 451,238 8-15-04 40,238 40,238 491,475 1,440,000 2-15-05 420,000 5.75%40,238 460,238 8-15-05 28,163 28,163 488,400 1,020,000 2-15-06 450,000 5.75%28,163 478,163 8-15-06 15,225 15,225 493,388 570,000 2-15-07 25,000 5.00%15,225 40,225 8-15-07 14,600 14,600 54,825 545,000 2-15-08 25,000 5.00%14,600 39,600 8-15-08 13,975 13,975 53,575 520,000 2-15-09 30,000 5.00%13,975 43,975 8-15-09 13,225 13,225 57,200 490,000 2-15-10 30,000 5.10%13,225 43,225 8-15-10 12,460 12,460 55,685 460,000 2-15-11 30,000 5.13%12,460 42,460 8-15-11 11,691 11,691 54,151 430,000 2-15-12 35,000 5.20%11,691 46,691 8-15-12 10,781 10,781 57,473 395,000 2-15-13 35,000 5.30%10,781 45,781 8-15-13 9,854 9,854 55,635 360,000 2-15-14 35,000 5.35%9,854 44,854 8-15-14 8,918 8,918 53,771 325,000 2-15-15 40,000 5.40%8,918 48,918 8-15-15 7,838 7,838 56,755 285,000 2-15-16 40,000 5.50%7,838 47,838 8-15-16 6,738 6,738 54,575 245,000 2-15-17 45,000 5.50%6,738 51,738 8-15-17 5,500 5,500 57,238 200,000 2-15-18 45,000 5.50%5,500 50,500 8-15-18 4,263 4,263 54,763 155,000 2-15-19 50,000 5.50%4,263 54,263 8-15-19 2,888 2,888 57,150 105,000 2-15-20 50,000 5.50%2,888 52,888 8-15-20 1,513 1,513 54,400 55,000 2-15-21 55,000 5.50%1,513 56,513 56,513 0 Net Interest:755,187$ Technology and Fiber Optic Projects - $1,843,000; Business Park - $200,000 J-13 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2002 Estimate Principal- $9,367,000 at 6% Interest Neighborhood CIP - $75,000; 2nd Street - $225,000 Interim CIP - $9,000,000 PAYMENT DATE ESTIMATE PRINCIPAL AMOUNT ESTIMATE INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR ESTIMATE PRINCIPAL AMOUNT OUTSTANDING 9,367,000 2-15-03 450,000 5.50%257,593 707,593 2-15-03 245,218 245,218 952,810 8,917,000 2-15-04 450,000 5.50%245,218 695,218 8-15-04 232,843 232,843 928,060 8,467,000 2-15-05 450,000 5.50%232,843 682,843 8-15-05 220,468 220,468 903,310 8,017,000 2-15-06 450,000 5.50%220,468 670,468 8-15-06 208,093 208,093 878,560 7,567,000 2-15-07 450,000 5.50%208,093 658,093 8-15-07 195,718 195,718 853,810 7,117,000 2-15-08 450,000 5.50%195,718 645,718 8-15-08 183,343 183,343 829,060 6,667,000 2-15-09 450,000 5.50%183,343 633,343 8-15-09 170,968 170,968 804,310 6,217,000 2-15-10 450,000 5.50%170,968 620,968 8-15-10 158,593 158,593 779,560 5,767,000 2-15-11 450,000 5.50%158,593 608,593 8-15-11 146,218 146,218 754,810 5,317,000 2-15-12 450,000 5.50%146,218 596,218 8-15-12 133,843 133,843 730,060 4,867,000 2-15-13 450,000 5.50%133,843 583,843 8-15-13 121,468 121,468 705,310 4,417,000 2-15-14 450,000 5.50%121,468 571,468 8-15-14 109,093 109,093 680,560 3,967,000 2-15-15 450,000 5.50%109,093 559,093 8-15-15 96,718 96,718 655,810 3,517,000 2-15-16 450,000 5.50%96,718 546,718 8-15-16 84,343 84,343 631,060 3,067,000 2-15-17 450,000 5.50%84,343 534,343 8-15-17 71,968 71,968 606,310 2,617,000 2-15-18 450,000 5.50%71,968 521,968 8-15-18 59,593 59,593 581,560 2,167,000 2-15-19 450,000 5.50%59,593 509,593 8-15-19 47,218 47,218 556,810 1,717,000 2-15-20 450,000 5.50%47,218 497,218 8-15-20 34,843 34,843 532,060 1,267,000 2-15-21 450,000 5.50%34,843 484,843 8-15-21 22,468 22,468 507,310 817,000 2-15-22 450,000 5.50%22,468 472,468 8-15-22 10,093 10,093 482,560 367,000 2-15-23 367,000 5.50%10,093 377,093 0 Net Interest:5,499,918$ Technology and Fiber Optic Projects - $67,000; J-14 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2002 Estimate Principal- $2,300,000 at 6% Interest PAYMENT DATE ESTIMATE PRINCIPAL AMOUNT ESTIMATE INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR ESTIMATE PRINCIPAL AMOUNT OUTSTANDING 2,300,000 2-15-03 385,000 5.50%75,850 460,850 2-15-03 65,263 65,263 526,113 1,915,000 2-15-04 385,000 5.50%65,263 450,263 8-15-04 54,675 54,675 504,938 1,530,000 2-15-05 355,000 5.50%54,675 409,675 8-15-05 44,913 44,913 454,588 1,175,000 2-15-06 355,000 5.50%44,913 399,913 8-15-06 35,150 35,150 435,063 820,000 2-15-07 335,000 5.50%35,150 370,150 8-15-07 25,938 25,938 396,088 485,000 2-15-08 250,000 5.50%25,938 275,938 8-15-08 19,063 19,063 295,000 235,000 2-15-09 235,000 5.50%19,063 254,063 0 Net Interest:641,700$ Wolf Pen Creek Projects - $2,300,000 J-14 UTILITY REVENUE BONDS DEBT SERVICE SCHEDULE OF REQUIREMENTS UTILITY REVENUE BONDS ALL SERIES THROUGH 2001 FISCAL YEAR PRINCIPAL INTEREST TOTAL DUE EACH FISCAL YEAR PRINCIPAL OUTSTANDING OCT. 1 FY02 4,952,500 4,957,359 9,909,859 88,284,750 FY03 5,035,250 4,672,765 9,708,015 83,332,250 FY04 5,140,750 4,386,680 9,527,430 78,297,000 FY05 5,403,500 4,086,721 9,490,221 73,156,250 FY06 5,511,250 3,776,231 9,287,481 67,752,750 FY07 4,892,750 3,489,094 8,381,844 62,241,500 FY08 5,043,750 3,221,771 8,265,521 57,348,750 FY09 5,177,000 2,944,324 8,121,324 52,305,000 FY10 5,350,750 2,655,990 8,006,740 47,128,000 FY11 5,516,750 2,356,082 7,872,832 41,777,250 FY12 5,710,500 2,043,859 7,754,359 36,260,500 FY13 5,894,250 1,720,566 7,614,816 30,550,000 FY14 5,660,500 1,399,130 7,059,630 24,655,750 FY15 4,546,000 1,117,310 5,663,310 18,995,250 FY16 4,787,500 861,597 5,649,097 14,449,250 FY17 4,576,750 604,814 5,181,564 9,661,750 FY18 3,415,000 385,413 3,800,413 5,085,000 FY 19 1,670,000 245,575 1,915,575 1,670,000 Utility Revenue Bond Debt Service 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 FY02FY03FY04FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY 19PRINCIPAL INTEREST J-14 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds, 1993 SERIES June 30, 1993 - $5,850,000 Electric Projects - $1,000,000; Sewer Projects $3,700,000; Refunding Bonds (Series 1985) - $1,150,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-02 250,000 4.80%80,313 330,313 8-1-02 74,313 74,313 404,625 2,750,000 2-1-03 250,000 5.00%74,313 324,313 8-1-03 68,063 68,063 392,375 2,500,000 2-1-04 250,000 5.10%68,063 318,063 8-1-04 61,688 61,688 379,750 2,250,000 2-1-05 250,000 5.25%61,688 311,688 8-1-05 55,125 55,125 366,813 2,000,000 2-1-06 250,000 5.40%55,125 305,125 8-1-06 48,375 48,375 353,500 1,750,000 2-1-07 250,000 5.40%48,375 298,375 8-1-07 41,625 41,625 340,000 1,500,000 2-1-08 250,000 5.50%41,625 291,625 8-1-08 34,750 34,750 326,375 1,250,000 2-1-09 250,000 5.50%34,750 284,750 8-1-09 27,875 27,875 312,625 1,000,000 2-1-10 250,000 5.50%27,875 277,875 8-1-10 21,000 21,000 298,875 750,000 2-1-11 250,000 5.60%21,000 271,000 8-1-11 14,000 14,000 285,000 500,000 2-1-12 250,000 5.60%14,000 264,000 8-1-12 7,000 7,000 271,000 250,000 2-1-13 250,000 5.60%7,000 257,000 257,000 0 Net Interest Cost:$2,982,148 Moody's:Aaa S & P's:AAA Paying Agent:Texas Commerce Bank National Association, Houston, TX Underwriting Group:Rauscher Pierce Refsnes, Inc. Masterson Moreland Sauer Whisman, Inc. Alex. Brown & Sons, Inc. Call Provisions: All Bonds maturing on or after February 1, 2004 are optional for redemptionm in whole or in part on February 1, 2003 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-15 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1994 October 1, 1994, $16,500,000 Electric Projects $6,500,000; Wastewater Project $10,000,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-02 825,000 6.40%317,831 1,142,831 8-1-02 291,431 291,431 1,434,263 9,900,000 2-1-03 825,000 5.40%291,431 1,116,431 8-1-03 269,156 269,156 1,385,588 9,075,000 2-1-04 825,000 5.50%269,156 1,094,156 8-1-04 246,469 246,469 1,340,625 8,250,000 2-1-05 825,000 5.70%246,469 1,071,469 8-1-05 222,956 222,956 1,294,425 7,425,000 2-1-06 825,000 5.75%222,956 1,047,956 8-1-06 199,238 199,238 1,247,194 6,600,000 2-1-07 825,000 5.85%199,238 1,024,238 8-1-07 175,106 175,106 1,199,344 5,775,000 2-1-08 825,000 5.90%175,106 1,000,106 8-1-08 150,769 150,769 1,150,875 4,950,000 2-1-09 825,000 6.00%150,769 975,769 8-1-09 126,019 126,019 1,101,788 4,125,000 2-1-10 825,000 6.10%126,019 951,019 8-1-10 100,856 100,856 1,051,875 3,300,000 2-1-11 825,000 6.15%100,856 925,856 8-1-11 75,488 75,488 1,001,344 2,475,000 2-1-12 825,000 6.20%75,488 900,488 8-1-12 49,913 49,913 950,400 1,650,000 2-1-13 825,000 6.10%49,913 874,913 8-1-14 24,750 24,750 899,663 825,000 2-1-14 825,000 6.00%24,750 849,750 849,750 0 Net Interest Cost:$9,757,825 Moody's:Aaa Effective Interest Rate:6.0140%S & P's:AAA Paying Agent:Texas Commerce Bank, N.A. Underwriting Group:Prudential Securities, Inc. Call Provisions: All Bonds maturing on or after February 1, 2005 are optional for redemption in whole or in part on February 1, 2004 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-16 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1995 August 1, 1995, $6,000,000 Electric Projects - $3,000,000; Water Projects - $1,800,000; Wastewater Projects - $1,200,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-02 300,000 6.25%127,425 427,425 8-1-02 118,050 118,050 545,475 4,200,000 2-1-03 300,000 6.25%118,050 418,050 8-1-03 108,675 108,675 526,725 3,900,000 2-1-04 300,000 6.25%108,675 408,675 8-1-04 99,300 99,300 507,975 3,600,000 2-1-05 300,000 6.25%99,300 399,300 8-1-05 89,925 89,925 489,225 3,300,000 2-1-06 300,000 5.25%89,925 389,925 8-1-06 82,050 82,050 471,975 3,000,000 2-1-07 300,000 5.30%82,050 382,050 8-1-07 74,100 74,100 456,150 2,700,000 2-1-08 300,000 5.40%74,100 374,100 8-1-08 66,000 66,000 440,100 2,400,000 2-1-09 300,000 5.50%66,000 366,000 8-1-09 57,750 57,750 423,750 2,100,000 2-1-10 300,000 5.50%57,750 357,750 8-1-10 49,500 49,500 407,250 1,800,000 2-1-11 300,000 5.50%49,500 349,500 8-1-11 41,250 41,250 390,750 1,500,000 2-1-12 300,000 5.50%41,250 341,250 8-1-12 33,000 33,000 374,250 1,200,000 2-1-13 300,000 5.50%33,000 333,000 8-1-13 24,750 24,750 357,750 900,000 2-1-14 300,000 5.50%24,750 324,750 8-1-14 16,500 16,500 341,250 600,000 2-1-15 300,000 5.50%16,500 316,500 8-1-15 8,250 8,250 324,750 300,000 2-1-16 300,000 5.50%8,250 308,250 308,250 0 Net Interest Cost:$3,722,850 Moody's:Aaa Effective Interest Rate:5.64%S & P's:AAA Paying Agent & Registrar: Texas Commerce National Bank National Association Underwriting Group:Merrill Lynch, Pierce, Ferris & Smith, Inc. Robert W. Baird & Co., Inc. Raymond james & Associates, Inc. DLS Securities Service Asset Management Call Provisions: All Bonds maturing on or after February 1, 2006 are optional for redemption in whole or in part on February 1, 2005 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-17 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1996 December 1, 1996, $10,110,000 Electric Projects - $3,700,000; Water Projects - $3,200,000; Wastewater Projects - $500,000; Refunding (URB SERIES 1990, Years 2001 - 2006) - $2,710,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-02 685,000 4.50%220,838 905,838 8-1-02 205,425 205,425 1,111,263 7,965,000 2-1-03 690,000 4.60%205,425 895,425 8-1-03 189,555 189,555 1,084,980 7,275,000 2-1-04 700,000 4.70%189,555 889,555 8-1-04 173,105 173,105 1,062,660 6,575,000 2-1-05 805,000 4.80%173,105 978,105 8-1-05 153,785 153,785 1,131,890 5,770,000 2-1-06 810,000 4.90%153,785 963,785 8-1-06 133,940 133,940 1,097,725 4,960,000 2-1-07 340,000 5.05%133,940 473,940 8-1-07 125,355 125,355 599,295 4,620,000 2-1-08 360,000 5.05%125,355 485,355 8-1-08 116,265 116,265 601,620 4,260,000 2-1-09 375,000 5.15%116,265 491,265 8-1-09 106,609 106,609 597,874 3,885,000 2-1-10 400,000 5.25%106,609 506,609 8-1-10 96,109 96,109 602,718 3,485,000 2-1-11 420,000 5.35%96,109 516,109 8-1-11 84,874 84,874 600,983 3,065,000 2-1-12 445,000 5.45%84,874 529,874 8-1-12 72,748 72,748 602,621 2,620,000 2-1-13 470,000 5.50%72,748 542,748 8-1-13 59,823 59,823 602,570 2,150,000 2-1-14 495,000 5.50%59,823 554,823 8-1-14 46,210 46,210 601,033 1,655,000 2-1-15 520,000 5.55%46,210 566,210 8-1-15 31,780 31,780 597,990 1,135,000 2-1-16 550,000 5.60%31,780 581,780 8-1-16 16,380 16,380 598,160 585,000 2-1-17 585,000 5.60%16,380 601,380 617,760 0 Net Interest Cost:5,702,533$ Moody's:Aaa S & P's:AAA Paying Agent:Texas Commerce Bank National Association Underwriters:Southwest Securities Rauscher Pierce Refsnes, Inc. Coastal Securities Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 1, 2008 through and including February 1, 2017, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 1, 2007, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-18 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1998 April 1, 1998, $2,700,000 WasteWater Projects PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-01 105,000 6.500%69,095 174,095 8-1-01 65,683 65,683 239,778 2,495,000 2-1-02 110,000 6.500%65,683 175,683 8-1-02 62,108 62,108 237,790 2,385,000 2-1-03 110,000 6.500%62,108 172,108 8-1-03 58,533 58,533 230,640 2,275,000 2-1-04 115,000 6.500%58,533 173,533 8-1-04 54,795 54,795 228,328 2,160,000 2-1-05 125,000 6.500%54,795 179,795 8-1-05 50,733 50,733 230,528 2,035,000 2-1-06 130,000 5.625%50,733 180,733 8-1-06 47,076 47,076 227,809 1,905,000 2-1-07 135,000 4.550%47,076 182,076 8-1-07 44,005 44,005 226,081 1,770,000 2-1-08 140,000 4.650%44,005 184,005 8-1-08 40,750 40,750 224,755 1,630,000 2-1-09 145,000 4.750%40,750 185,750 8-1-09 37,306 37,306 223,056 1,485,000 2-1-10 155,000 4.800%37,306 192,306 8-1-10 33,586 33,586 225,893 1,330,000 2-1-11 160,000 4.900%33,586 193,586 8-1-11 29,666 29,666 223,253 1,170,000 2-1-12 170,000 5.000%29,666 199,666 8-1-12 25,416 25,416 225,083 1,000,000 2-1-13 180,000 5.000%25,416 205,416 8-1-13 20,916 20,916 226,333 820,000 2-1-14 190,000 5.050%20,916 210,916 8-1-14 16,119 16,119 227,035 630,000 2-1-15 200,000 5.100%16,119 216,119 8-1-15 11,019 11,019 227,138 430,000 2-1-16 210,000 5.125%11,019 221,019 8-1-16 5,638 5,638 226,656 220,000 2-1-17 220,000 5.125%5,638 225,638 225,638 0 Net Interest Cost:1,610,150$ Moody's:Aaa S & P's:AAA Paying Agent:Chase Bank of Texas National Association Underwriting Group:First SouthwestPaying Agent: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 1, 2009, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 1, 2008, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. If less than all the Bonds are to be redeemed, the City may select the maturities of Bonds to be redeemed. If less than all the Bonds of any maturity are to be redeemed, the Paying Agent/Registrar will determine by lot the Bonds, or portions thereof, within such maturity to be redeemed. J-19 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 2000 April 13, 2000 - $10,500,000 Water Projects - $4,500,000; Wastewater Projects - $6,000,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 10,500,000 2-15-02 385,000 7.00%292,045 677,045 8-15-02 278,570 278,570 955,615 9,930,000 2-15-03 405,000 7.00%278,570 683,570 8-15-03 264,395 264,395 947,965 9,525,000 2-15-04 425,000 7.00%264,395 689,395 8-15-04 249,520 249,520 938,915 9,100,000 2-15-05 445,000 7.00%249,520 694,520 8-15-05 233,945 233,945 928,465 8,655,000 2-15-06 470,000 7.00%233,945 703,945 8-15-06 217,495 217,495 921,440 8,185,000 2-15-07 495,000 5.00%217,495 712,495 8-15-07 205,120 205,120 917,615 7,690,000 2-15-08 525,000 5.00%205,120 730,120 8-15-08 191,995 191,995 922,115 7,165,000 2-15-09 550,000 5.10%191,995 741,995 8-15-09 177,970 177,970 919,965 6,615,000 2-15-10 580,000 5.10%177,970 757,970 8-15-10 163,180 163,180 921,150 6,035,000 2-15-11 615,000 5.20%163,180 778,180 8-15-11 147,190 147,190 925,370 5,420,000 2-15-12 650,000 5.25%147,190 797,190 8-15-12 130,128 130,128 927,318 4,770,000 2-15-13 685,000 5.30%130,128 815,128 8-15-13 111,975 111,975 927,103 4,085,000 2-15-14 725,000 5.40%111,975 836,975 8-15-14 92,400 92,400 929,375 3,360,000 2-15-15 770,000 5.50%92,400 862,400 8-15-15 71,225 71,225 933,625 2,590,000 2-15-16 815,000 5.50%71,225 886,225 8-15-16 48,813 48,813 935,038 1,775,000 2-15-17 865,000 5.50%48,813 913,813 8-15-17 25,025 25,025 938,838 910,000 2-15-18 910,000 5.50%25,025 935,025 935,025 0 Net Interest Cost:6,099,459$ Moody's:Aaa S & P's:AAA Paying Agent:Chase Bank of Texas National Association Underwriting Group:First Southwest Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 1, 2011, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 1, 2010, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. If less than all of the Bonds are to be redeemed, the City may select the maturities of Bonds to be redeemed. If less than all the Bonds of any maturity are to be redeemed, the Paying Agent/Registrar will determine by lot the Bonds, or portions thereof, within such maturity to be redeemed. J-20 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS U.R.B. SERIES 2001 ESTIMATE PRINCIPAL - $23,500,000 AT 5.5% INTEREST Water Projects $12,400,000, Wastewater Projects $11,100,000 DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 23,500,000 2-15-02 675,000 5.50%646,250 1,321,250 8-15-02 627,688 627,688 1,948,938 22,825,000 2-15-03 710,000 5.50%627,688 1,337,688 2-15-03 608,163 608,163 1,945,850 22,115,000 2-15-04 750,000 5.50%608,163 1,358,163 8-15-04 587,538 587,538 1,945,700 21,365,000 2-15-05 790,000 5.50%587,538 1,377,538 8-15-05 565,813 565,813 1,943,350 20,575,000 2-15-06 830,000 5.50%565,813 1,395,813 8-15-06 542,988 542,988 1,938,800 19,745,000 2-15-07 880,000 5.50%542,988 1,422,988 8-15-07 518,788 518,788 1,941,775 18,865,000 2-15-08 930,000 5.50%518,788 1,448,788 8-15-08 493,213 493,213 1,942,000 17,935,000 2-15-09 980,000 5.50%493,213 1,473,213 8-15-09 466,263 466,263 1,939,475 16,955,000 2-15-10 1,035,000 5.50%466,263 1,501,263 8-15-10 437,800 437,800 1,939,063 15,920,000 2-15-11 1,090,000 5.50%437,800 1,527,800 8-15-11 407,825 407,825 1,935,625 14,830,000 2-15-12 1,155,000 5.50%407,825 1,562,825 8-15-12 376,063 376,063 1,938,888 13,675,000 2-15-13 1,210,000 5.50%376,063 1,586,063 8-15-13 342,788 342,788 1,928,850 12,465,000 2-15-14 1,285,000 5.50%342,788 1,627,788 8-15-14 307,450 307,450 1,935,238 11,180,000 2-15-15 1,350,000 5.50%307,450 1,657,450 8-15-15 270,325 270,325 1,927,775 9,830,000 2-15-16 1,435,000 5.50%270,325 1,705,325 8-15-16 230,863 230,863 1,936,188 8,395,000 2-15-17 1,500,000 5.50%230,863 1,730,863 8-15-17 189,613 189,613 1,920,475 6,895,000 2-15-18 1,595,000 5.50%189,613 1,784,613 8-15-18 145,750 145,750 1,930,363 5,300,000 2-15-19 1,670,000 5.50%145,750 1,815,750 8-15-19 99,825 99,825 1,915,575 3,630,000 2-15-20 1,770,000 5.50%99,825 1,869,825 J-21 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS U.R.B. SERIES 2002 ESTIMATE PRINCIPAL - $18,950,000 AT 5.5% INTEREST Electric Projects $3,650,000; Water Projects $6,300,000, Wastewater Projects $9,000,000 DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 18,950,000 2-15-03 540,000 5.50%521,125 1,061,125 8-15-03 506,275 506,275 1,567,400 18,410,000 2-15-04 575,000 5.50%506,275 1,081,275 8-15-04 490,463 490,463 1,571,738 17,835,000 2-15-05 600,000 5.50%490,463 1,090,463 8-15-05 473,963 473,963 1,564,425 17,235,000 2-15-06 640,000 5.50%473,963 1,113,963 8-15-06 456,363 456,363 1,570,325 16,595,000 2-15-07 670,000 5.50%456,363 1,126,363 8-15-07 437,938 437,938 1,564,300 15,925,000 2-15-08 710,000 5.50%437,938 1,147,938 8-15-08 418,413 418,413 1,566,350 15,215,000 2-15-09 750,000 5.50%418,413 1,168,413 8-15-09 397,788 397,788 1,566,200 14,465,000 2-15-10 790,000 5.50%397,788 1,187,788 8-15-10 376,063 376,063 1,563,850 13,675,000 2-15-11 835,000 5.50%376,063 1,211,063 8-15-11 353,100 353,100 1,564,163 12,840,000 2-15-12 880,000 5.50%353,100 1,233,100 8-15-12 328,900 328,900 1,562,000 11,960,000 2-15-13 930,000 5.50%328,900 1,258,900 8-15-13 303,325 303,325 1,562,225 11,030,000 2-15-14 980,000 5.50%303,325 1,283,325 8-15-14 276,375 276,375 1,559,700 10,050,000 2-15-15 1,035,000 5.50%276,375 1,311,375 8-15-15 247,913 247,913 1,559,288 9,015,000 2-15-16 1,090,000 5.50%247,913 1,337,913 8-15-16 217,938 217,938 1,555,850 7,925,000 2-15-17 1,155,000 5.50%217,938 1,372,938 8-15-17 186,175 186,175 1,559,113 6,770,000 2-15-18 1,210,000 5.50%186,175 1,396,175 8-15-18 152,900 152,900 1,549,075 5,560,000 2-15-19 1,285,000 5.50%152,900 1,437,900 8-15-19 117,563 117,563 1,555,463 4,275,000 2-15-20 1,350,000 5.50%117,563 1,467,563 8-15-20 80,438 80,438 1,548,000 2,925,000 2-15-21 1,420,000 5.50%80,438 1,500,438 J-22 DEBT SERVICE SCHEDULE OF REQUIREMENTS Estimated Parking Garage Revenue Bond, Series 2000 August 1, 2000 - $8,610,000 Nothgate Parking Garage-$7,010,000; Land Acquisition-$1,600,000 DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 02/15/2003 550,000 5.05%215,846 765,846 08/15/2003 201,959 201,959 967,805 7,250,000 02/15/2004 575,000 5.10%201,959 776,959 08/15/2004 187,296 187,296 964,255 6,675,000 02/15/2005 610,000 5.15%187,296 797,296 08/15/2005 171,589 171,589 968,885 6,065,000 02/15/2006 270,000 5.20%171,589 441,589 08/15/2006 164,569 164,569 606,158 5,795,000 02/15/2007 280,000 5.25%164,569 444,569 08/15/2007 157,219 157,219 601,788 5,515,000 02/15/2008 300,000 5.30%157,219 457,219 08/15/2008 149,269 149,269 606,488 5,215,000 02/15/2009 315,000 5.35%149,269 464,269 08/15/2009 140,843 140,843 605,111 4,900,000 02/15/2010 330,000 5.40%140,843 470,843 08/15/2010 131,933 131,933 602,775 4,570,000 02/15/2011 350,000 5.45%131,933 481,933 08/15/2011 122,395 122,395 604,328 4,220,000 02/15/2012 370,000 5.50%122,395 492,395 08/15/2012 112,220 112,220 604,615 3,850,000 02/15/2013 390,000 5.60%112,220 502,220 08/15/2013 101,300 101,300 603,520 3,460,000 02/15/2014 415,000 5.65%101,300 516,300 08/15/2014 89,576 89,576 605,876 3,045,000 02/15/2015 435,000 5.75%89,576 524,576 08/15/2015 77,070 77,070 601,646 2,610,000 02/15/2016 465,000 5.80%77,070 542,070 08/15/2016 63,585 63,585 605,655 2,145,000 02/15/2017 490,000 5.85%63,585 553,585 08/15/2017 49,253 49,253 602,838 1,655,000 02/15/2018 520,000 5.90%49,253 569,253 08/15/2018 33,913 33,913 603,165 1,135,000 02/15/2019 550,000 5.95%33,913 583,913 08/15/2019 17,550 17,550 601,463 585,000 02/15/2020 585,000 6.00%17,550 602,550 602,550 0 J-23 APPENDIX K GENERAL & ADMINISTRATIVE TRANSFERS K-1 GENERAL AND ADMINISTRATIVE TRANSFERS The General and Administrative Transfers are used to reflect the cost of 2 types of activities. The first is to recover the costs of administrative services to the areas which are using those services. For example, transfers are used to reflect the cost of services received from administrative activities in the General Fund, such as accounting, purchasing, technology, and human resources services. Costs are allocated based on the results of an annual cost allocation plan done in the early part of the budget process. The transfers are also used as a mechanism to recover the cost of projects that may be budgeted in an operating fund, but are being funded from a different source. For example, the Parks Department budgets for a number of activities that are funded from the Hotel/Motel Fund through the General and Administrative Transfer. The following page includes the schedule for the General and Administrative Transfers for FY 02. Most of the transfers come into the General Fund from other operating funds receiving the services. Over $5.5 million is approved for allocation to the General Fund from various other funds. $1.89 million is approved for allocation to the Utility Billing Fund from the five utility funds. Funds are also transferred from the Water and Wastewater Funds to the Electric Fund for administrative services provided by the Electric Fund ; and from the Wastewater Fund to the Water Fund. FY 02 Approved General and Administrative Transfer Worksheet FY 01 FY 02 FY 02 FY 02 Approved Base Approved Approved Budget Budget SLA's Budget To General Fund: Community Development 572,427$ 572,567$ 1,750$ 574,317$ Parks Xtra Education 24,353 26,735 0 26,735 Hotel Motel 266,180 265,936 0 265,936 Wolf Pen Creek 90,715 87,760 0 87,760 Conf Center 260,520 254,560 0 254,560 Electric 663,348 653,130 50,000 703,130 Water 311,373 278,343 0 278,343 Wastewater 247,890 252,225 0 252,225 Sanitation 341,298 314,631 0 314,631 BVSWMA 177,126 334,893 0 334,893 Parking Enterprise 0 36,300 13,000 49,300 Utility Billing 739,580 595,487 0 595,487 Court Security Fund 20,000 25,483 0 25,483 Insurance Funds 0 Empl. Benefits 0 16,000 0 16,000 Prop. Casualty 66,307 70,564 0 70,564 Worker's Comp 66,308 70,564 0 70,564 Fleet 140,000 130,397 0 130,397 Print/Mail 40,000 41,138 0 41,138 Communications 75,000 85,000 0 85,000 General Capital Projects 0 Street Projects 245,000 260,000 0 260,000 Parks Projects 43,000 55,000 0 55,000 General Government 50,000 55,000 0 55,000 Parks Escrow Projects 14,600 15,000 0 15,000 New Conference Center 51,700 50,000 0 50,000 Northgate Parking Garage 78,000 0 0 0 Business Park 55,000 70,000 0 70,000 Utility Capital Projects 0 Electric Projects 80,000 90,000 0 90,000 Water Projects 258,000 275,000 0 275,000 Wastewater Projects 325,000 325,000 0 325,000 Drainage 180,201 185,000 0 185,000 General Fund Total 5,482,926$ 5,491,713$ 64,750$ 5,556,463$ To Utility Billing Electric 1,152,909$ 1,111,800$ 0$ 1,111,800$ Water 634,059 611,100 0 611,100 Wastewater 73,859 71,100 0 71,100 Drainage 25,000 25,000 0 25,000 Sanitation 73,859 71,100 0 71,100 Utility Billing Total 1,959,686$ 1,890,100$ 0$ 1,890,100$ To Electric Fund Water 218,400$ 221,100$ 0$ 221,100$ Wastewater 145,600 147,400 0 147,400 Electric Fund Total 364,000$ 368,500$ 0$ 368,500$ To Water Fund Wastewater 248,300$ 271,300$ 0$ 271,300$ Water Fund Total 248,300$ 271,300$ 0$ 271,300$ Total All Funds 8,054,912$ 8,021,613$ 64,750$ 8,086,363$ K-2 APPENDIX L FY 2001-2002 STRATEGIC PLAN STRATEGIES AND IMPLEMENTATION PLANS FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-1 Vision Statement #1 As a result of our efforts citizens will benefit from and have access to the highest quality of customer focused city services at reasonable cost. Strategy #1 To ensure the stability of our primary revenue sources, we will focus on protecting and optimizing our revenue streams Implementation Plans a. Development of a Legislative Plan prior to the 2003 session. b. Review of Fiscal and Budgetary policies and franchise agreements c. Sell City property with no current or potential value for municipal purposes. Strategy #2 To make the best use of our resources, we will continually participate in intergovernmental cooperation Implementation Plans a. Develop a process for creating an annual work plan for establishing Intergovernmental priorities and then utilize this process to develop said plan for FY02. Strategy #3 To provide excellent customer service to the development community, we will facilitate communication and be consistent in the application of development policies Implementation Plans a. Identify customer service problems related to development applicants and customers. b. Develop communication programs with development community. c. Review current system and formats for predevelopment contacts for inconsistencies. Strategy #4 To attract and retain professional and competent employees, we will create a motivating work environment. Implementation Plans a. Monitor compensation plan to ensure competitive pay b. Pursue competitive, cost effective, high quality health insurance benefits c. Promote personal and professional employee development d. Monitor and identify trends in employee retention rate e. Promote employee recognition through identifying and developing meaningful recognition programs. Strategy #5 To provide sufficient and reasonably priced electrical power to our customers, we will seek to remain viable in a competitive environment. Implementation Plans a.Implement electric deregulation strategic plan FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-2 Strategy #6 To ensure excellent customer service, we will provide appropriate facilities, training, and technology Implementation Plans a. Public Facilities Master Plan. b. Develop a multi-year e-government/telecommunication plan that balances personal customer service with technology. c. Complete City Center Plan (Phase I). d. New 5 year CIP. FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-3 Vision Statement #2 As a result of our efforts citizens will benefit from living in a safe, secure and healthy environment. Strategy #1 To protect life and property, we will provide adequate fire protection and emergency medical services to all College Station citizens Implementation Plans a. Countywide Fire Station Planning b. Proactive Fire Station planning and site acquisition for Fire Station 5. c.Enhance traffic pre-emption program Strategy #2 To plan for College Station’s infrastructure needs, we will review annexation policy and options Implementation Plans a. Staff prepare annexation service plan, fiscal impact analysis and resolution; and implementation of service plan. Strategy #3 To increase the safety and security of our streets, we will take action to promote public safety Implementation Plans a. Street markings b. Red-light running. c. Overall public safety/education plan. d. Thoroughfare lighting. e. Police accreditation. f. Police reserve program. Strategy #4 To contribute to breaking the cycle of poverty and providing intervention for families in crisis, we will encourage holistic, multi-agency social services Implementation Plans a. Improve information and Referral system. Strategy #5 To protect the environment and our residents, we will enhance recycling, composting, and other disposal capabilities Implementation Plans a. Initiate multi-family recycling and increase recycling promotion/education. FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-4 Vision Statement #3 As a result of our efforts citizens will benefit from living in a clean environment that enhances and protects the quality of life. Strategy #1 To maintain the quality of our neighborhoods, we will strengthen code enforcement in residential areas Implementation Plans a. Enhance noise abatement enforcement program b. Examine and enhance a proactive code enforcement program Strategy #2 To protect urban open space that provides recreation and mobility opportunities, we will implement a greenways system Implementation Plans a. Complete Wolf Pen Creek trails phase I and begin design of phase II trails b. Greensway education plan Strategy #3 To protect the environment, we will endeavor to maintain storm water quality Implementation Plans a. Develop strategy for implementing federal storm water quality regulations Strategy #4 To protect the environment, we will endeavor to maintain air quality Implementation Plans a. Develop an urban forestry plan b. Examine alternative fuel options for the fleet FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-5 Vision Statement #4 As a result of our efforts citizens will benefit from being enriched by a range of cultural arts and recreational opportunities provided through citywide initiatives and collaborative efforts. Strategy #1 To enhance cultural opportunities, we will work to develop a performing and visual arts center in College Station Implementation Plans a. Performing Arts Center in College Station. Strategy #2 To improve the quality of our parks system, we will implement parks maintenance standards Implementation Plans a. Implement park maintenance standards Strategy #3 To provide recreational opportunities to all residents, we will provide intergenerational park facilities Implementation Plans a. Implement intergenerational park design standards Strategy #4 To plan for community growth, we will maintain comprehensive parks planning processes and documentation Implementation Plans a. Create incentives for developers to provide adequate neighborhood parks b. Complete development of Veteran’s Park and Athletic Complex c. Improve subdivision ordinance as it relates to Parkland location and Parkland Dedication approval process. d. Develop Master Plan for new community park site and current landfill site. Strategy #5 To meet the needs of College Station citizens, we will develop comprehensive leisure programs Implementation Plans a. Develop plans for future senior programs and facilities b. Prepare feasibility report on skateboard park Strategy #6 To enhance cultural opportunities, we will expand our existing public art program Implementation Plans a. Present analysis of current public art program to Council. b. Determine the resources needed to continue program at City facilities. FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-6 Strategy #7 To provide multi-use pedestrian recreation, we will connect parks facilities through greenways and other opportunities Implementation Plans a. Wolf Pen Creek masterplan implementation b. Implement demonstration project to establish a future policy regarding greenway-park connectivity. Strategy #8 To improve parks planning, we will increase communication between the City Council, Parks Advisory Board, and the Planning and Zoning Commission Implementation Plans a. Facilitate better communications between the City Council, Parks & Recreation Advisory Board and the Planning & Zoning Commission. FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-7 Vision Statement #5 As a result of our efforts citizens will benefit from participating and contributing to the well being of our community. Strategy #1 To facilitate citizen participation, we will pursue methods of civic involvement Implementation Plans a. Utilize citizen survey to enhance civic involvement b. Neighborhood Involvement c. Increase voter turnout d. Citizen involvement programs Strategy #2 To increase communication and citizen involvement, we will facilitate neighborhood association development Implementation Plans a. Assist in the formation of neighborhood associations FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-8 Vision Statement #6 As a result of our efforts citizens will benefit from easily traveling to, within and from the community. Strategy #1 To facilitate travel to, from, and within the community, we will maintain a current thoroughfare plan Implementation Plans a. Complete currently approved street capital projects b. Develop short term new street capital program c. Update thoroughfare plan through small area planning process Strategy #2 To provide for future transportation needs, we will participate in regional and intermodal transportation planning Implementation Plans a. Participate in multi-agency regional transportation planning Strategy #3 To improve our bike/pedestrian friendliness, we will construct and maintain bike/pedestrian infrastructure Implementation Plans a. Sidewalk retrofit program b. Bikeway plan update c. Bike loop expansion project d. Existing bike loop project phase III Strategy #4 To improve rider convenience, reliability, and accessibility for citizens, we will improve the public transit system Implementation Plans a. Take action on Dean International recommendations to improve the mass transit system. FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-9 Vision Statement #7 As a result of our efforts citizens will contribute to and benefit from living in a strong and diverse economic environment. Strategy #1 To increase the diversity of our economy, we will be proactively involved in a regional approach to airport/air transportation Implementation Plans a. Take action on Dean International regional airport/air transportation recommendations Strategy #2 To maintain and grow our sales tax base, we will proactively recruit retail businesses Implementation Plans a. Conduct marketing activities to targeted retail and commercial businesses b. Evaluate availability of retail sites and infrastructure Strategy #3 To Provide Adequate Economic Opportunity for Our Citizens, we will Promote Economic Development Implementation Plans a. Develop new class “A” park b. Develop new class “B” park c. Develop economic development plan for 4B Board d. List business center land with commercial real estate Strategy #4 To enhance College Station’s tourism economy, we will evaluate policies directing the growth of this industry Implementation Plans a. Implement consultant study of CVB project b. Develop Hotel Conference Center project c. Work with CVB to develop targeted marketing plan for Hotel Conference Center FY 2001-02 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS L-10 Vision Statement #8 As a result of our efforts citizens will live in well-planned neighborhoods suited to community interests and lifestyles. Strategy #1 To prevent residential decline and improve neighborhoods, we will create effective development policies Implementation Plans a.Develop policies and code requirements to require landscape maintenance in multi-family developments, require the transition from developer to HOA responsibility, and impact neighborhood layouts. b.Develop solutions that address decline in single family areas. c. Designate areas for historic lighting through the Eastgate neighborhood planning process. d. Investing in infrastructure rehab in older neighborhoods. Strategy #2 To ensure durable infrastructure that meets the community’s needs, we will examine and improve our infrastructure construction standards Implementation Plans a. Implement new design and construction standards Strategy #3 To ensure well-planned neighborhoods, we will maintain and improve our Comprehensive Plan and development policies Implementation Plans a. Re-examine Northgate redevelopment plan b. Update comprehensive plan through small area planning APPENDIX M FIVE YEAR TECHNOLOGY PLAN Five Year Technology Plan Fiscal Year 2001-2002 Through Fiscal Year 2006-2007 Statement of Purpose A five-year technology plan is developed and reviewed annually and used to provide a comprehensive approach to the implementation of technology for College Station. The projects listed in this five-year plan will be reviewed annually to determine if each project is still needed or feasible. The City of College Station's goal in the deployment of technology is to improve the delivery of services to citizens and customers. The following provides a brief summary of each element of the plan. Public Safety System$1,391,000 Ongoing estimated at $150,000 This project will replace the current information systems that automate the Police and Fire Departments operations and dispatch. The system will also include software to support the operation of the holding jail. The system currently in place is approximately 10 years old. Records Storage $326,000 Ongoing estimated at $40,340 This project will provide records imaging throughout the city and will enable departments to move from a paper form of record storage and retrieval to electronic. The project will be implemented in three phases with the first phase starting in FY01. AS400 Enhancement FY00-01 $175,000 This project was completed in FY01. It provided the additional speed, disk storage, and computing power required by the many users of applications running on this hardware. AS400 Enhancement FY03-04 $200,000 Ongoing estimated at $20,000 The AS400 is the computer system that runs several of the city's key operational databases and software. Some of these include, Utility Billing and Collection, Finance, Budget and Accounting, Fleet Management and Development Services. Approximately every third year it is anticipated some type of upgrade to the hardware will be necessary to insure that the system is performing at the level of efficiency that is required for its daily use. The project will provide for the funding to make such changes, which will be determined during that particular year of implementation. Fiber Loop $1,500,000 This project is a multi- year project that provides the City of College Station with a looped fiber network that supports all telecommunications; i.e. phone and computer networks through out the city. Some of the networks capacity is shared jointly with Texas A& M University, College Station Independent School District, Texas Transportation Institute, and the Brazos Valley Community Network Organization. PBX Phone System Replacement $917,000 This project provides for the scheduled replacement of the city's PBX phone system, which is the system that handles all phone service in all departments of the city. It is anticipated that in FY03- 04 this system will be approximately 10 years old and will not be meeting the needs of the departments at that time. Automated Utility Bill and Citation Payment $207,000 Ongoing estimated at $38,000 The funding in this project will provide for the purchase of software, hardware and the integration of exiting databases to allow for payment of utility bills and traffic citations via the Internet and the phone. It is anticipated that this will be a multi-year project. In FY01 the City of College Station contracted with GKG Consulting to conduct a needs assessment regarding potential E- Government applications through out the city organization. A final report of these needs and a 3-year plan for implementation was presented to City Council in April 2001. When this technology plan was developed, based upon the current financial conditions and forecast for the same five-year period, the proposed plan was not included in this five-year technology plan. A more modified approach to implementation was determined to be necessary to fit with the current financial conditions of the city. This project will enable the first basic steps to providing citizens with 2 services online, and will be implemented with in the constraints and use of the currently funded technology staff. CIS Modifications - Electric Deregulation $30,000 College Station Utilities has prepare a strategic plan that will prepare it to meet the changing needs that electric deregulation will bring to daily operations of this business. As a part of this planning the current Customer Information System (CIS) was reviewed to determine if there would need to be software changes to meet these changes. This project will fund possible necessary changes in the software to enable College Station Utilities to unbundled or provide more detail breakout of the billing components for electric on the customers electric bill. This detail will be required if College Station decides to compete in the deregulated market. Credit Card Deployment - Utilities $100,000 This project provides funding for the hardware, software and annual ongoing credit card services costs to allow utility customers in College Station to pay bills with a credit or debit card. It will also facilitate the implementation of putting these services online for remote payment. SCADA Server Upgrade - Utilities $29,250 This project will upgrade a five-year-old server, which runs the remote access and acts as a backup to a crucial component of the SCADA network administration. It also includes an upgrade to the Laptop computer used by the SCADA Systems Analyst. GIS Easement Layer III Year $60,000 This project provides for the development of a layer of information on the city's Geographic Information System (GIS) that will include all easements owned by the City of College Station, and is a three year project. Laptops - Electric Workorders $96,060 Ongoing estimated at $17,162 This project will provide laptop computers for use in the field by the electric utility operations divisions. These laptops will provide the ability to have electronic maps in the field as well as allowing for the performance of electronic workorders via radio communications. Thus live information can be sent remotely to the people in the field. Data entry will be done for these workorders in the field and thus will reduce the need to have this re-entered upon completion. This will make the information available quicker to all divisions attempting to service the customer. Laptop - EOC $4,125 Ongoing estimated at $510 The funding provided in this project would purchase a laptop computer for the Emergency Management Coordinator that will be used in the city's Emergency Operation Center (EOC) and other locations in a time of emergency. It will also be used in the facilitation of training throughout the city. Hand Held Computers - Police Citations $207,100 Ongoing estimated at $20,000 This project will automate ticket writing in the patrol divisions of the Police Department. It will provide for the entry of the ticket information at the time that the citation is written, and will eliminate the need for the records division to re- enter the information from a paper ticket. It will also facilitate the entry of additional data that will be required under the new laws governing racial profiling. 5 YEAR TECHNOLOGY PLAN FISCAL YEAR 2001-2002 THROUGH FISCAL YEAR 2006-2007 PROJECT REVISED PROPOSED PROJECT BUDGET ACTUAL BUDGET ESTIMATE FY 01-02 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED NUMBER AMOUNT FY99-00 FY 00-01 FY 00-01 APPROPRIATIONS FY 01-02 FY 02-03 FY 03-04 FY 04-05 FY 05-06 FY 06-07 TECHNOLOGY PROJECTS PUBLIC SAFETY SYSTEM CO0022 1,391,000 0 1,341,000 51,945 0 1,339,000 0 0 0 0 0 RECORDS STORAGE CO0024 326,000 18,822 152,000 151,700 67,000 67,000 57,000 0 0 0 0 AS400 ENHANCEMENT FY00-01 CO0100 175,000 0 175,000 174,350 0 0 0 0 0 0 0 AS400 ENHANCEMENT FY03-04 TBD 200,000 0 0 0 0 0 0 200,000 0 0 0 FIBER OPTIC LOOP ME9701 1,500,000 0 300,000 300,000 0 100,000 0 0 0 0 0 PBX (PHONE SYSTEM) REPLACEMENT TBD 917,000 0 0 0 0 0 0 917,000 0 0 0 AUTOMATED UTL BILL/CITATION PAY TBD 207,000 0 207,000 100,000 0 107,000 0 0 0 0 0 CIS MODS ELECTRIC DEREG TBD 30,000 0 0 0 0 0 30,000 0 0 0 0 CREDIT CRD- UTILITIES TBD 100,000 0 0 0 0 100,000 0 0 0 0 0 SCADA SERVER UPGRADE TBD 29,250 0 0 0 0 29,250 0 0 0 0 0 GIS EASEMENT LAYER III YEAR TBD 60,000 0 0 0 0 60,000 0 0 0 0 0 LAPTOPS-ELCTRIC- WORKORDERS TBD 96,060 0 0 0 0 96,060 0 0 0 0 0 LAPTOP-EOC TBD 4,125 0 0 0 0 4,125 0 0 0 0 0 HAND HELD COMP -POLICE-CITATIONS TBD 207,100 0 0 0 0 0 0 207,100 0 0 0 SUB-TOTAL ONE TIME COSTS 5,242,535 18,822 2,175,000 777,995 67,000 1,902,435 87,000 1,324,100 0 0 0 ANNUAL OPERATIONAL COSTS PUBLIC SAFETY SYSTEM O/M 131,600 0 0 0 0 0 150,000 0 0 0 0 RECORDS STORAGE O/M 40,340 0 0 0 0 21,740 10,050 8,550 0 0 0 AS400 ENHANCEMENT FY 03-04 O/M 20,000 0 0 0 0 0 0 0 20,000 0 0 AUTOMATED UTL BILL/CITATION PAY O/M 38,000 0 0 0 0 38,000 0 0 0 0 0 SCADA SERVER UPGRADE O/M 5,850 0 0 0 0 5,850 0 0 0 0 0 LAPTOPS-ELECT-WORKORDERS O/M 17,162 0 0 0 0 17,162 0 0 0 0 0 LAPTOP-EOC O/M 510 0 0 0 0 510 0 0 0 0 0 HANDHELD COMP -POLICE -CITATIONS O/M 20,000 0 0 0 0 0 0 20,000 0 0 0 SUB-TOTAL OPERATIONAL COSTS 273,462 0 0 0 0 83,262 160,050 28,550 20,000 0 0 TOTAL COST 18,822$ 2,175,000$ 777,995$ 67,000$ 1,985,697$ 247,050$ 1,352,650$ 20,000$ 0$ 0$ 4:39 PM10/31/2001 APPENDIX N GLOSSARY N-1 GLOSSARY Activity Center: The lowest level at which costs for operations are maintained. Ad Valorem Tax: A tax based on the value of property. Appropriation: A legal authorization granted by the Council to make or incur expenditures/ expenses for specific purposes. Budget: A plan, approved by the Council, of financial operation embodying an estimate of proposed expenditures/expenses for the fiscal year and the proposed means of funding these expenditure estimates. BVSWMA: Brazos Valley Solid Waste Management Agency. BVSWMA was formed under a joint solid-waste management agreement between the cities of College Station and Bryan to cooperatively operate a joint landfill facility for the proper disposal of solid waste for the two cities and outside customers. Capital/MajorProject Expenditure/Expense: An expenditure/expense that results in the acquisition or addition of a fixed asset or the improvement to an existing fixed asset. Cash Basis: Method of accounting and budgeting that recognizes revenues when received and expenditures when paid. Certificate of Obligation (C.O.): Long-term debt that is authorized by the City Council and does not require prior voter approval. Certified Annual Financial Report (CAFR): The published results of the City’s annual audit. Charter of Accounts: A chart detailing the system of general ledger accounts. City Council: The current elected officials of the City as set forth in the City's Charter. City Manager: The individual appointed by the City Council who is responsible for the administration of City affairs. Capital Improvement Program (CIP): A multi- year program of projects that address both repair and replacement of existing infrastructure as well as the development of new facilities to accommodate future growth. Competitive bidding process: The process following State law requiring that for purchases of $15,000 or more, a city must advertise, solicit, and publicly open sealed bids from prospective vendors. After a review period, the Council then awards the bid to the successful bidder. Contract Obligation Bonds: Long-term debt that places the assets purchased or constructed as a part of the security for the issue. Current Expense: An obligation as a result of an incurred expenditure/expense due for payment within a twelve (12) month period. Current Revenue: The revenues or resources of a City convertible to cash within a twelve (12) month period. Debt Service: The annual amount of money necessary to pay the interest and principal (or sinking fund contribution) on outstanding debt. Department: Separate branch of operation in the organization structure. Division: Unit of a department. Effectiveness Measure: Measure that demonstrates whether a program is accomplishing its intended results. These should show the impact of the program. Efficiency Measure: This is a ratio of inputs to outputs. For example: cost per inspection, calls for service per officer. Emergency: An unexpected occurrence, i.e., damaging weather conditions, that require the unplanned use of City funds. N-2 Encumbrance: Obligation to expend appropriated monies as a result of a processed purchase order or a contract for purchases legally entered on behalf of the City. Enterprise Funds: Funds that are used to represent the economic results of activities that are maintained similar to those of private business, where revenues are recorded when earned and expenses are recorded as resources are used. Equity: See Fund Balance. Expenditure/Expense: Decrease in net financial resources for the purpose of acquiring goods or services. The General Fund recognizes expenditures and the Proprietary Funds recognize expenses. Fiscal year: 12 month budget period, generally extending from October 1st through the following September 30th. Fixed Assets: Asset of a long-term nature which are intended to continue to be held or used, such as land, building, improvements other than buildings, machinery, and equipment. FTE: Full Time Equivalent. A position that is equivalent to a full-time 40 hour work week. This is the method by which temporary/seasonal and part-time workers are accounted for. Fund: An independent fiscal and accounting entity with a self-balancing set of accounts recording cash and/or other resources together with all related liabilities, obligations, reserves, and equities which are segregated for the purpose of carrying on specific activities or attaining certain objectives. Fund Balance (Equity): The excess of fund assets over liabilities. Accumulated balances are the result of continual excess of revenues over expenditures/expenses. A negative fund balance is a deficit balance. GAAP: See Generally Accepted Accounting Principles. General and Administrative Costs: Costs associated with the administration of City services. General Fund: The City fund used to account for all financial resource and expenditures of the City except those required to be accounted for in another fund. General Ledger: The collection of accounts reflecting the financial position and results of operations for the City. Generally Accepted Accounting Principles (GAAP): Uniform minimum standards of and guidelines to financial accounting and reporting as set forth by the Governmental Accounting Standards Board (GASB). General Obligation Bonds: Bonds for whose payment the full faith and credit of the City has been pledged. GFOA: Government Finance Officers Association of the United States and Canada. Governmental Accounting Standards Board (GASB): The authoritative accounting and financial reporting standard-setting body of government agencies. Governmental Funds: Funds that are maintained on a modified accrual basis with an emphasis on when cash is expended or obligated and revenues are recorded when measurable and available. Internal Service Funds: Generally accounted for similar to enterprise funds. These funds are used to account for enterprise types of activities for the benefit of city departments such as fleet maintenance, self insurance, and print/mail. Implementation Plan: The specific actions that will be taken to implement a strategy within the City’s strategic plan. Investments: Securities held for the production of income, generally in the form of interest. Line Item Budget: The presentation of the City's adopted budget in a format presenting each Department's approved expenditure/expense by specific account. N-3 Long-Term Debt: Obligation of the City with a remaining maturity term of more that one (1) year. Mission Statement: Purpose of the organization; why the organization exists and whom it benefits. Net Working Capital: Current Assets less Current Liabilities in an enterprise or internal service fund. Non-Recurring Revenues: Resources recognized by the City that are unique and occur only one time or without pattern. Official Budget: The budget as adopted by the Council. One-Time Revenues: See Non-Recurring Revenues. Operating Budget: A plan, approved by the Council, of financial operations embodying an estimate of proposed expenditures/expenses for the fiscal year and the proposed means of financing them. Output Measure: This is the quantity of work produced or generated. Performance Measure: Tool to determine the levels of service are being provided by the organization. Proprietary Funds: See Utility Funds. Reserves: An account used to designate a portion of the fund balance (equity) as legally segregated for a specific future use. Retained Earnings: The equity account reflecting the accumulated earnings of the Utility Funds. Revenues (Resources): An increase in assets due to the performance of a service or the sale of goods. in the General Fund, revenues are recognized when earned, measurable, and reasonably assured to be received within 60 days. Risk: The liability, either realized or potential, related to the City's daily operations. Service Level: The current outcomes and services provided to citizens and customers by the City as approved in the annual budget. Service Level Adjustment (SLA): Request for additional resources requiring a decision by management and council and justified on the basis of adding to or reducing services and/or performance improvements. Sinking Fund: A fund which is accumulated through periodic contributions which must be placed in the sinking fund so that the total contributions plus their compounded earnings will be sufficient to redeem the sinking fund bonds when they mature. Strategy: A policy choice that identifies purposes, policies, programs, actions, decisions, or resource allocations that define what path the City will take to move toward the visions and why that path has been chosen. Tax Levy: The total amount of taxes imposed by the City on taxable property, as determined by the Brazos County Appraisal District, within the City's corporate limits. User-Based Fee/Charge: A monetary fee or charge placed upon the user of services of the City. Utility Funds: The funds used to account for the operations of the City's electric, water, sanitary sewer, and solid waste disposal activities. Undesignated Fund Balance: The portion of the fund balance that is unencumbered from any obligation of the City. Utility Revenue Bond: Debt issued by the City and approved by the Council for which payment is secured by pledged utility revenue. Vision Statements: Description of what the community should look like in the future. Based on the Council’s values, they provide direction about the intended impact the organization should have on the community. Provide answers to the preamble, “As a result of our efforts, citizens will...”