Loading...
HomeMy WebLinkAboutFY 1996-1997 Citizens' BudgetAPPROVED BY THE COLLEGE STATION CITY COUNCIL ON SEPTEMBER i2, 1996. APPROVED BUDGET FOR FISCAL YEAR OCTOBER 1, 1996 TO SEPTEMBER 30, 1997 HUBBARD KENNADY, MAYOR PRO -TEM DICK BIRDWELL, COUNCILMAN BILL FOX, COUNCILMAN DAVID HICKSON, COUNCILMAN LARRY MARIOTT, COUNCILMAN BRAD MARTIN, COUNCILMAN The Government . Finance Officers Association of the United States and Canada (GFOA) presented an award for Distinguished Budget Presentation to the City of College Station for its annual budget for the fiscal year beginning October 1, 1995..; 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. The 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. GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of College Station, Texas For the Fiscal Year Beginning October 1, 1995 Presi i Executive Director ELECTED OFFICIALS: MAYOR COUNCIL MEMBERS HUBBARD KENNADY, MAYOR PRO -TEM DICK BIRDWELL BILL FOX DAVID HICKSON LARRY MARIOTT BRAD MARTIN CITY OF COLLEGE STATION, TEXAS PRINCIPAL CITY OFFICIALS September 1996 LYNN R. MCILHANEY CITY ADMINISTRATION: CITY MANAGER GEORGE K. NOE ASSISTANT CITY MANAGER THOMAS E. BRYMER DIRECTOR OF PUBLIC UTILITIES JOHN. C. WOODY POLICE CHIEF EDGAR R. FELDMAN FIRE CHIEF WILLIAM L. KENNEDY DIRECTOR' OF MANAGEMENT AND BUDGET CHARLES CRYAN DIRECTOR OF PUBLIC WORKS MARK SMITH DIRECTOR OF PARKS AND RECREATION STEPHEN C. BEACHY INTERIM DIRECTOR OF DEVELOPMENT SERVICES JIM CALLAWAY DIRECTOR OF ECONOMIC AND COMMUNITY DEVELOPMENT ELREY B. ASH DIRECTOR OF THE OFFICE OF TECHNOLOGY AND INFORMATION SERVICES LINDA S. PIWONKA DIRECTOR OF FINANCIAL SERVICES GLENN SCHROEDER DIRECTOR OF HUMAN RESOURCES KAREN N. PAVLINSKI ACTING CITY ATTORNEY ROXANNE NEMCIK CITY SECRETARY CONNIE L. HOOKS TABLE OF CONTENTS PAGE Transmittal Letter 1 Executive Summary Executive Summary 1 City Organization Chart 29 Fiscal Year Comparison Summary ....... .................. ..., 30 Graph of Net Operating Budget 31 Combined Fund Summary.................'..........32 Analysis of Tax' Rate... 33 Analysis of Property Evaluations........................................................... 34 Financial Summaries General Fund.......................... .......:37 Public Utilities Combined Utility Fund....... ... . ............. ... . . . .. .............. .. ........ Electric Fund . .46 Water Fund..... 48 WastewaterFund..................... . ................................................... ............ 50 Other Funds UtilityBilling Fund ........... . ...................................... ....................................53 Solid Waste Fund.. ..57 Hotel/Motel Fund......... . ... . ............ . . . ... .......... . . ... . . . . .......... ... . ............61 Community Development Fund......................................................................65 WolfPen Creek TIF...........................................................:................,..........68 Self Insurance Funds 71 Equipment Replacement/Maintenance Fund 75 TABLE OF CONTENTS Debt Service Fund 79 Brazos Valley Solid Waste Management Agency 83 Appendices Budget Ordinances 86 Service Level Adjustments ... .. ......... .. . .... . . . . ............ .. .. ............. . . . . 88 Glossary. . . . ........... . . . . .. ... . ... . . ......... . . . ......... . .. 91 1. Transportation/Mobility Citizens benefit from the ability to move into, out of, and within College Station in a safe and efficient manner. 2. `Parks and Recreation Citizens benefit from parks and recreational activities that are geographically and demographically accessible and serve a diversity of interests. 3. Health and Public Safety Citizens benefit from available health and human services and a reasonably safe and secure environment. 4. Education/Information Citizens benefit from access to broad-based information and knowledge. Quality Service Citizens benefit from value and quality of service delivered at a reasonable tax rate. 6. Cultural Arts Citizens benefit from availability and development of visual and performing arts. 7. Employment/Prosperity Citizens benefit from an environment that is conducive to providing diverse employment opportunities. 8. Civic Pride Citizens benefit from well-planned, attractive residential and commercial areas, and from preserving historic areas. `t CITY OF COLLEGE STATION ®® Post Office Box 9960 1101 Texas Avenue College Station, Texas 77842-9960 (409) 764-3500 October 1, 1996 Honorable Mayor and members of the City Council, I am pleased to transmit to you the Approved City of College Station 1996-97 Budget. The annual budget represents the City's blueprint of programs and services it will provide to the citizens of our community. As such, the budget process is more than an exercise of balancing revenues and expenditures but also an opportunity for the City organization to evaluate its services and to plan its activities for the year to come. The past fiscal year has been marked by a number of significant accomplishments. We implemented a new city-wide organizational structure which reduced the number of layers in our organization and established the foundation for fostering teamwork and improving productivity. We successfully secured a new purchase power contract that has saved our customers a significant amount and allowed for an important reduction in electric rates. We have completed a number of major capital projects (e.g. Carter Creek Waste Water Treatment Plant and College Station Business Park) and have begun work on a number of the projects approved by the voters in 1995. We have funded a number of projects from current revenues without the issuance of debt and have implemented new programs to provide for the routine maintenance and repair of segments of our infrastructure such as park roads and parking lots. The Approved Budget for FY 1996-97 represents another significant step in the development of our budget system and process. For the past several years, the Council has created the vision of an organization focused on the ends or outcomes of the City organization. This has been manifest in the adoption of the Governance Policy which tracks the Carver Governance Model. As Council has directed in the past, the approved budget is now designed to support that vision of governance and that change can be readily seen in the budget document itself. The Approved Budget Document is organized around the eight City Council Ends Statements to illustrate the budget allocations and programs approved to address the vision the Council has established for the community. Activities under each Ends Statement are described regardless of organizational structure or the technicalities of accounting and funds structure. This will give Council the most complete picture possible of our efforts to create the community it has envisioned. Further, the FY 97 Approved Budget includes an enhancement to the service level and performance measure reporting system that was initiated in the current year. Each program has a statement of Home of Texas A&M University its service level objective along with measurements that address four key aspects of performance -- inputs, outputs, efficiency and effectiveness -- covering a three year period. Since this program is still new, there will be some gaps in the data. I am confident, however, that we now have a sound system in place to measure what we do for the Council as well as for our customers, the citizens of College Station. The adoption of the FY 97 Approved Budget also represents a continuation of the organization's effort to find ways to be more efficient and more effective in delivering its services. The approved budget includes reduced fleet costs, reduced travel expenditures and the elimination of six positions -- a total of $232,000 in budget reductions without any impact on the level of service provided. This represents the first results of our organization -wide effort to "re-engineer" and to apply creative approaches to service delivery. In addition to budget reductions, a number of service level adjustments that have been approved will result in productivity improvement and enhanced customer service through automation of existing operations. Finally, in keeping with the results of the Five Year Financial Forecast, the Approved Budget limits most service adjustments to those which are one-time in nature to prevent any increase in the financial problems that have been identified for the City in the mid-term. The specifics of our long-term budget strategy are explained in the budget document. Overall, the Approved FY 97 Budget totals $107,756,497 which is 4.1 percent higher than the FY 96 Budget. Of this amount, the operating budget totals $84,990,637, which is 1.2 percent over the FY 96 budget; capital funds of $22,765,860, a 16.6 percent increase. This spending level will enable us to maintain our current service level, provide the mandated costs of operating new facilities approved by the voters in the 95 Bond Election, and continue to implement the Strategic Issues as outlined in the Action Plans approved by City Council in early 1996. Service level improvements are proposed in community policing, the development process, youth services and economic development/redevelopment activities. The six Service Level Adjustments totaling 402,000 that were not approved for FY 97 are as follows: $50,000 for the TAMU Train Station, $3,100 for the Parks and Recreation Youth Program, $110,000 for the proposed work order system, $207,000 for Imaging, $31,900 for Solid Waste Four Plex Recycling. In addition, $102,000 was reprogrammed in the Wolf Pen Creek TIF from lake cleanout to capital projects. The program of services approved for FY 97 can be supported with the effective ad valorem tax rate, resulting in a reduction of the rate from $0.445 to $0.4427. The implementation of the Drainage Utility is included in the Approved Budget at the rates that have been discussed by Council over the last several months with the proceeds of the fee dedicated to capital improvements. The other anticipated revenue issue is an approved increase in the wastewater utility fee. As we discussed in last year's budget process, we were able to defer the rate increase of 10 percent that was planned for this year. Unfortunately, that increase cannot be delayed beyond FY 97. Staff is analyzing the exact increase necessary but we assume an increase of just below 10 percent will be necessary effective February 1, 1997. The need for this increase is driven by debt service requirements to support the capital improvement program; debt service represents almost 45 percent of wastewater fund expenditures. All other funds in the approved budget are projected to meet or exceed the fund balance/working capital guidelines under our existing Financial and Budget policies without the need for a fee or rate increase. The development of this approved budget represents a significant effort on the part of both the staff and Council. I appreciate very much the time and effort the Council has put into identifying priorities and creating a clear vision for our organization and community. I also want to express my sincere appreciation to the Department Heads and their staffs for their dedicated support and effort to create a sound plan of services for your consideration. I especially want to thank the staff of the Office of Management and Budget for their tireless efforts to transform the budget system and document to a true outcome focus. Respectfully submitted, eor K. Noe City anager CITY OF COLLEGE STATION 1996-97 BUDGET EXECUTIVE SUMMARY The City of College Station 1996-97 fiscal year (FY 97) budget has taken on a new focus that better represents the "ends" that the City Council has set out to achieve. In order to reinforce this objective, this budget document is presented by function or program as it serves one of the eight Ends Statements established by the City Council rather than using a traditional fund accounting structure. This new organization will allow the reader to review changes in programs as they relate to goals the City Council has set for the City through its Ends Statements. The City Council also annually updates a set of shorter term goals that are designated as Strategic Issues. The Strategic Issues define specific goals that may be accomplished or at least become a part of the College Station organizational culture within one to three years. Examples of the Strategic Issues that have additional resources devoted for FY 97 are the Development Process (Issue 1) software to improve the tracking and business side of the process. The budget provides for implementation of the Drainage Utility District (Issue 2) and has capital projects anticipated to use the first year and subsequent years of revenues. Several projects are planned as a part of the Northgate Revitalization (Issue 3) including a parking lot and reconstruction of a portion of Patricia Street. New Budget Format The Ends Statement section of the Executive Summary is prepared to give the reader a view of the various services of the City and to provide indicators of performance and what City Council End Statement each service meets. Staff has spent the last year and a half working to develop useful indicators that will help the City Council in its decision making. The results of this effort should also help citizens to better understand the relative complexity of this particular city organization. The Financial Section of this document provides a more traditional "fund accounting" view of the City's budget. It provides readers with fund summaries and department summaries with prior year actuals, revised budget, year end estimate, initial departmental requests, service level adjustments (SLA's--additional resources based on mandates, expansion of services to meet council objectives or other issues) and total approved budget. The departmental summaries show views of costs by division and by category. The basis used for the fund summaries is modified accrual with a focus on effect on unobligated fund balance for governmental fund types and effect on working capital for enterprise fund types. The intent of the budget document is not to create a full set of financial statements as are provided at year end with the financial audit but to provide decision makers a view of the ability to accomplish the desires of the Council, meet the city's near term commitments and to meet the financial policies approved by the City Council. In order to more fully explain the effects of various decisions made by the City Council, a financial forecast is presented to the City Council prior to the development of the next fiscal year budget. The, City organization is composed of various departments or general services. 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) centers. Routine budget controls are exercised within. activity centers at the category level (groupings of accounting, objects into items such as personnel, supplies, maintenance, services, and capital). On an annual basis the control is at the Department level in the General Fund and the fund level for other funds. Budget Reductions/Cost Savings During the preparation of the 1995-96 annual budget (FY 96) staff and council agreed to a number of budget reductions that were included in the FY 96 budget. As part of the continuing effort to reduce costs, staff identified additional reductions that are included in the approved FY 97 budget. Among the savings that have been achieved are 1) changes to the fleet which eliminated a number of pieces of equipment and extended the anticipated life of other equipment to save approximately $55,100 annually, 2) personnel reductions of six positions providing total savings of approximately $128,100 annually and 3) reduction of travel and training requests by approximately $48,800 for FY 97. In addition, the city is saving approximately $56,200 annually by providing employees theopportunity to "flex" (pre tax income) for medical costs, medical insurance, and child care. Employees save even more since the savings for the City is totally based on social security and Medicare taxes. As has been a part of the budget process in the past, staff also removed approximately $2,034,300 of one time expenditures (expenditures for capital, special studies and other like items) included in the FY 96 budget before preparing targets for the FY 97 budget. The approved budget includes an ad valorem tax rate at the effective tax rate of approximately $0.4427 per $100 valuation (down $0.0023 or 0.52% down from the current tax rate of $0.4450) and will allow for the implementation of the Wolf Pen Creek Tax Increment Financing district approved in 1988. The only planned increase in proposed revenues is for wastewater rates. The Utilities Department will study the Wastewater Fund requirements and will bring a rate proposal to the City Council later in 1996 for implementation in January 1997. It is anticipated that the wastewater rate increase will be no more than 10% and could be less as a result of the study. The policy adopted by the City Council earlier this year have allowed the City Manager to propose a budget with a tax rate of 1.03 times the effective rate or $0.4559. This higher rate would produce approximately $220,000 more in General Fund Revenues and would not require advertising an increase in the ad valorem rate. Retaining the rate of $0.4450 would have provided approximately $64,000 in General Fund Revenues again without advertising an increase in the ad valorem tax rate. Citizen Services/Drainage Survey The staff performed the second annual citizen survey in 1996. This survey was conducted as a telephone survey contacting 299 citizens and 45 businesses. The survey had two basic focuses: a general focus on perceived service delivery and a more specific focus on drainage. The persons responding to the survey overwhelmingly responded with a desire to either maintain or increase current service levels ranging from 82% to 100% of respondents. Only one service (traffic enforcement with 18% indicating support for reducing service) received more than 8% of respondents preferring to decrease the current service level. Most services had 5% or fewer respondents indicating an opinion that services be reduced. A few services received relatively high percentages, of respondents who wanted to increase services. The services that received at least 25% of respondents favoring an increase in service: • recycling, 41% • street maintenance,' 38% • crime prevention/education, 37% • long range planning, 36% • street lighting, 35% • neighborhood policing, 33% • code enforcement, 25%. Each of those items also had fairly high percentages of citizens who would support increasing expenditures. The results are consistent with the 1995 survey results. The approved budget addresses directly several of the major concerns of citizens as indicated by responses to the survey. Below is a list of some of the ways the budget addresses some of the issues raised: • Recycling. The City is continuing to explore other recycling programs and the recycling of additional materials to identify other cost effective alternatives. • Street Maintenance• Continuation of a fund that will receive $200,000 each year from general revenues for thoroughfare rehabilitation, matching funds for state transportation projects, and other uses to reduce future debt. • Crime Prevention/Fducation, Neighborhood Policing. The department has applied for and received notification of a three year grant that will fund $100,000 of the $212,034 estimated first year cost of an expanded neighborhood policing program. The program will add 3 officers and related equipment to this effort. • Code Enforcement• Staff is prepared to pull together existing resources within the Cityto develop a coordinated code enforcement strategy and effort. The plan includes the addition of a 1/2 time clerk, when space becomes available, who will pursue research of various property ownership and other records to support the field personnel in their effort. A greater emphasis on code enforcement has been recommended by the Community Enhancement Committee. What's happening in College` Station Now? College Station continues to grow. The pace of new development leveled in 1995, with approximately $81 million in new construction permits versus approximately $95 million in 1994. Through June of 1996 new construction permits have been issued for approximately $46 million in new buildings or additions, which is below the approximately $55 million for the same period in 1995. New construction permits is a key indicator of the health of an economy since construction tends to be one of the first indicators in an economic downturn. It also relates closely to increased property values for ad valorem tax purposes. New construction tends to provide a basis for increased value for existing construction. A number of economic indicators continue to demonstrate a strong local economy. The local population continues to increase with the current estimated population of 60,133 and estimated to grow by approximately 1.1% annually. This occurs despite the cap on enrollment at Texas A & M University, our largest local employer. For several years during the early 1990s, growth was due primarily to retail development. This occurred making College Station a regional shopping center. The last two years development activity has primarily been residential. 1 Building Permits and Development --Residential construction continues to provide the basis for local growth in 1996 with 252 new single family and 237 new duplex and multifamily residential units permitted through June, 1996 with estimated value of approximately $37.3 million. During 1995, the City permitted construction with estimated value of approximately $81.7 million. The new property value added to the ad valorem tax value is approximately $79 million. Through June, 1996 the City has permitted approximately $46.0 million of estimated new property. The CITY OF COLLEGE STATION BUILDING PERMITS VALUE OF BUILDING PERMITS IN COLLEGE STATION 100 00 50 3 70 80 z 50 40 g 20 10 0 1885 1988 1887 1888 1989 1990 1091 1992 1993 1894 1995 • Residential ® Commercial chart above shows the dramatic year to year changes that have occurred in permitted construction value. Though the year to year changes are dramatic, even in the relatively down economic years of the mid 1980s there was some development activity in College Station. The decrease in the value of new permitted construction is largely due to changes in, commercial development. It appears that development is moderating to more sustainable levels of growth. 2 Unemployment Rate --Brazos County has maintained an unemployment rate of less than 4% since 1990 and dipped below 3.0% for 1996. The local economy has among the lowest unemployment rates in the state and the nation. 3. Median Household Effective Buying Income --is a measure of after tax pay for a household. This indicator helps to indicate the amount of income available for housing, food, transportation and COLLEGE STATION MEDIAN HOUSEHOLD EFFECTIVE BUYING INCOME $20,000 w $15,000 U • $1o,000 $5,000 $o CO in CO CO 0 0) 0 m� 0 YEAR other needs and wants of the people in the community. ; In College Station this measure has increased (improved) each year since 1987. The steady improvement for eight straight years is a healthy sign. Median household income (annual) in College Station has risen from $14,735 in 1987 to $18,408 in 1995 an average annual increase of approximately 2.8%. The previous chart indicates the gradual but consistent growth over the last several years. 3. Ad Valorem Valuations. --As may be seen in the chart below, taxable ad valorem property values in College Station stabilized in 1988 from decreases in the mid 1980's. Ad valorem tax values began to increase in 1991. Total taxable assessment has risen from approximately $1.1 billion in 1985 to approximately $1.7 billion in 1995, a 54.5% increase with 5.6% occurring in 1995 over 1994. The increase in ad valorem value is due to increased construction and to increased values for existing construction and property. This trend of increased values reflects an overall strong economic position locally. The taxable ad valorem value increase provides additional funding for both the City's General Fund and General Debt Service Fund. CITY OF COLLEGE STATION AD VALOREM TAX VALUATIONS $2,000 co $1,500 $1,000 $500 $0 Sal s T x R v n s College Station's portion of sales taxes have tended to grow somewhat faster than the population or inflation since 1990, even accounting for the change in the sales tax rate from 1.0% to 1.5% in 1990. Sales tax revenues are estimated to grow approximately 3.0% in FY 97 over the FY 96 year end estimate. The estimate reflects real growth of approximately 1% over estimated inflation. Sales taxes are the largest single revenue source for the City's General Fund, accounting for approximately 44.6% of total General Fund Revenues. The following chart demonstrates the continuing rise in sales tax revenues experienced by the City of College Station and the anticipation that the trend will continue. purchased power costs, and to rate increases in Wastewater to meet water quality standards. The growth in customers and sales contributes to the City's ability to maintain stable rates and provides needed resources for the City's General Fund. The chart above shows that generally, utility revenues tracked other general economic trends over the last 10 years. 6. Real (adjusted for inflation) ad valorem tax per capita --The following chart demonstrates the downward trend in real ad valorem tax per capita during the late 1980's. Real ad valorem taxes reached a high, in College Station of $78 in 1987 and went as low as $69 in 1992. For 1996, real ad valorem tax per capita is $86. That trend was due primarily to a policy to use utility revenues to hold down the tax rate during the 1980s and to the generally lackluster local economic conditions at the time. More recently the Council has adopted a policy to gradually allow more traditional governmental revenues CITY OF COLLEGE STATION REAL PER CAPITAL AD VALOREM TAX (1985 DOLLARS) 5. Total utility revenues --have apparently stabilized primarily due to a reduction in electric rates as a result of the City's current purchase power contract. From the period from FY 92 through FY 95 revenues grew annually due to increases in the number of customers, to increases in such as the ad valorem tax and sales taxes to pay for the cost of traditional governmental services. The chart above fairly depicts the rise in real per capita ad valorem taxation coinciding with the policy changes from using utility revenues to fund transfers for general government operations. For FY 97 it is anticipated that the upward trend will continue based on the recent ad valorem taxable values for the City of College Station and without a tax increase. Three consecutive years of actual growth in real per capita ad valorem tax as well as growth in actual values and ad valorem taxes provides additional basis for a continuing optimism regarding the economic well being of the community. Economic and fiscal indicators continue to demonstrate that the local economy has shown a moderate and sustainable growth rate rather than an economic boom. Revenue growth appears equal to or slightly ahead of anticipated service maintenance costs. Staff continues to monitor various indicators of economic and fiscal health of the community. It is also done to respond to economic conditions that may indicate a weakness in the local economy requiring a direct response in order to avert negative effects on the fiscal health of the City. Policies Affecting All Funds A number of decisions that are included in this budget have a general effect on departmental costs in the various funds. The following result from past Council decisions: 1. Performance pay plan --The City Council has reviewed and approved a modified pay for performance plan for FY 97. The approved budget includes a 2% across the board raise anticipated to occur January 1, 1997. The plan also includes a one time bonus program that will be distributed later in the fiscal, year based on performance criteria within each department. The total amount approved for this item is approximately $465,000. 2. Interfund Eauity--During FY 93 the City Council adopted a policy designed to attain inter -fund equity for services provided across fund lines and where direct charges do not occur. This is an extension of the City Council's "cost of service" policy. A part of this process is to have each fund pay for the cost of services provided to that fund by people and resources in other funds. The general and administrative costs of the General Fund are now consistent with that policy. The reorganization that occurred earlier in FY 96 allowed the General Fund to absorb some of the services formerly provided by the Electric Fund and those costs are now allocated appropriately to all funds with the General Fund taking on the bulk of the cost. 3. Mandates --The City also operates under mandates from both federal and state governments. `'Among those which have had a direct effect on College Station are regulations regarding solid waste disposal and Wastewater treatment, Both types of regulations have created significant increases in costs. The Carter Creek Wastewater Treatment Plant is undergoing significant capital reconstruction to meet increasingly stringent regulations for plant effluent and sludge. Other mandates that affect the cost of doing business relate to additional access to City facilities for people with disabilities. Those regulations increase the cost of all new construction and have caused the City to retrofit to meet access requirements at certain facilities. In addition to state and federal regulations, the City of College Station has developed its own energy and water conservation programs, and solid waste recovery and recycling programs. The City has attempted to focus its conservation programs on increasing efficiencies so that customers benefit from the results as the participants in the community owned utility systems. The regulations on wastewater treatment and solid waste disposal have tended to increase costs for those activities primarily due toincreased capital requirements. Included in the approved capital and operating budgets are items to meet current mandated requirements for Wastewater treatment. Staff reviews operational changes and capital requirements of mandates. Where feasible, the City attempts to increase efficiencies in order to reduce long term costs of mandated changes. 4. --The City has separated Equipment Maintenance into the Equipment Replacement/Maintenance Fund. Departments now have fixed charges based on maintenance costs for the equipment it uses to pay for all maintenance and repairs not related to accidents. This change will decrease general and administrative costs (indirect costs) directly to user departments and funds (as direct costs) without increasing the total cost of equipment maintenance and repairs to the City. Over time we should be able to find more effective and efficient strategies for maintaining our equipment. .u•S u. s •1.1 • • 1. . IL, Budgetary Management and Planning In College Station Next year's budget continues the strategy of not appropriating funds for anticipated vacancies. This policy has worked reasonably well in FY 96 with only a couple of exceptions (Police and Fire Departments) and those have been accounted for in the approved FY 97 budget. The Budget staff evaluated current budgets prior to developing targets for FY 97. A part of the analysis was to identify and reduce budget targets for all "one- time" types of expenditures included in current budgets. This analysis provided reductions totaling approximately $2,034,300 from departmental targets. Between this review process and the budget reductions identified by the departments, the staff removed approximately $2,266,300 at the beginning of the budget process without affecting the current level of service. A detailed review of departmental submissions was conducted to insure that requests were both complete and within the guidelines of the. City Council and the City Manager. Items that were deemed to be in excess of the target budget were required to be submitted and reviewed as Service Level Adjustments (SLA's). The SLA's were ranked by the, City Manager, Assistant City Manager, and the Budget Director. The City Manager reviewed the SLA list with affected department directors and finalized the list proposed to the City Council.:`SLA's were added to the budget based on four basic criteria: a) mandates due to federal or state statutes or regulations, contractual agreements, local policies, and capital projects; b) ' items directly addressing one or more of the City Council's Strategic Issues, c) items needed to continue or enhance the ability of the City to fulfill one or more of the City Council's Ends Statements, and d) other items of general value to the city. Financial Forecast Staff presented a budget forecast to the City Council in May. The forecast provided an economic. foundation for the budget and is a planning tool for both staff and Council. The forecast is used to indicate the results of decisions made by the City Council over a number of years. This year's forecast continued to show the results of decisions to add facilities approved by voters and maintaining current services. The forecast indicated that a planned Wastewater rate increase may still be necessary due to recently completed and planned capital projects and should be below the prior estimates of 10%. The forecast indicated that the ad valorem tax rate would remain constant for FY 97 and it is indeed proposed to be down somewhat to the effective tax rate. All of the operating funds of the City are sound and except for unforseeable conditions, there are no plans or need for significant revenue increases with the exception of the Wastewater Fund. The forecast also indicated that the General Fund could have a shortfall in FY 98 that was in the range of $350,000 or approximately 1.6% of General Fund Revenues. The primary reason for the estimated shortfall is operating and maintenance expenses arising from the capital projects approved by the voters in 1995. The City Council has already adopted one measure that will reduce the anticipated shortfall by expanding the sales tax to include telecommunications. Another measure under consideration by the Council that will reduce the potential shortfall is a change in the franchise fee for Lone Star Gas Company. The Council and staff will have additional opportunities to address any potential shortfall in FY 98 prior to receiving the budget for FY 98. Positions in the Approved FY 97 Budget As a service organization, personnel salaries and benefits are the largest category of expense for a city. College Station is similar to other cities in that respect. Personnel are also one of the primary resources of the City of College Station. When the cost of purchased power is excluded, personnel expenditures account for approximately 64.1% of total city operating and maintenance expenditures. As the chart below shows, the number of city employees has remained relatively constant from FY 87 through FY 92 as a result of an economic slowdown in the mid -1980's. Staff increases beginning in FY 93 resulted primarily from increased economic activity and resulting increasing needs for services by a population that increased by an estimated 14.6% from 52,456 to 60,133 since 1990. There is a net increase of two CITY OF COLLEGE STATION POSITIONS IN BUDGET POSITIONS 700 600 500 400 300 200 100 0 positions from FY 96 to the approved FY 97 budget. The total number of positions is 615.5 which is the same number of positions as the Council authorized for 1995. As discussed previously, six positions have been taken out and two added to the base approved budget for a net decrease of four positions. The two positions added to the FY 97 Base are in Municipal Court which was discussed with the Council earlier this year to expand temporary seasonal positions to full time status. The SLA's include six positions. One is taking part-time/temporary funding and expanding the position to a full time regular position in Fleet Maintenance. The new positions consist of three police officers who will be assigned to an expanded neighborhood policing effort with partial funding through a federal Community Policing grant. Another new position is a parks maintenance worker that is due to the addition of the Pebble Creek Park and other facilities from capital projects. The final new position is a micro specialist needed to keep up with the number of micro computers in use. Net Operating Budget Change The table below indicates that the City's approved net operating and maintenance expenditures for FY 97 are anticipated to be $84,990,637 which is an increase of $ 1.2% over FY 96. The Capital Budget is $22,765,860 which is 17% over the current budget. The total budget increase to $107.7 million is 4.1% above the current years budget. The overall increase is primarily due to increases in capital spending which tends to have significant year to year changes. Some capital projects included in the FY 97 budget are continued from FY 96. Each fund will be discussed in detail in the Financial section of this budget. City of College Station Net Budget Expenditure Comparison FY 97 Approved Budget $22,548,443 FY 96 Fund Budget General $21,428,874 Combined Utilities 49,294,101 Sanitation 3,522,461 General Debt Srvc. 5,651,757 Hotel/Motel 1,365,492 Comm. Dev. 2,728,643 Subtotal O&M Expenditures $ 83,991,328 Wolf' Pen TIF $ 0 Cap. Imp. Proj. Gen. Govt. 10,574,000 Utilities 8,957,100 Subtotal Cap. Expenditures 't 19,531,100 Total Expenditures $103,522_428 49,577,473 3,369,856 Percent Change 5.2% 0.6% -0.4% 4,926,034 -14.7% 1,517,534 11.1% 3,051,297 11.8% 84.990,637 $ 138,500 1 2% 14,625,000 38.3% 8,002,360 -11 9% 1 22,765,860 $107,756,497 17.0% 4.1% Capital Improvement Projects In March 1995, the citizens approved a $22.5 million capital improvement program for general government. The information provided the citizens suggested that the City would issue the debt so as to remain within the existing debt service tax rate. The current plan is to issue the debt over approximately five years in order to construct all of the projects included in the bond authorization and to meet the goal of maintaining the debt service ad valorem tax at $0.2825/$100 valuation. The first $4.7 million of the bonds were issued at the very end of FY 95 and provided funding for projects in FY 96. An additional $5.3 million is scheduled for issuance at the end of FY 96 or early FY 97. Among the projects scheduled for the first two years are purchases of land for the library and other uses; beginning construction of the library; reconstruction of Southwest Parkway and University Oaks; traffic signal enhancements, and development of the Lincoln/Wayne Smith Park. The new College Station library, development of the Lincoln/Wayne Smith Park and other parks projects, and addition of the business park for grounds maintenance have direct operating and maintenance (O&M) costs that will impact the City's O&M budget, in FY 98. It is estimated that initial costs from the projects above will increase annual operating and maintenance costs by approximately $355,000 in FY 98. 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 General Debt Service fund. The City can continue to issue all anticipated debt within the existing tax rate. Anticipated major technology projects include the purchase and installation of a mobile data system for the Police and Fire Departments, estimated to cost approximately $720,000. Utility projects planned for the next two years anticipate the completion of the Carter Creek Wastewater Treatment plant, continued underground conversion of electric service along major thoroughfares and construction of a Customer Services Center. Beginning in FY 96 the Electric Utility again reestablished the practice of using revenues and current unobligated resources to pay for certain capital projects. This practice will help to reduce future debt requirements and to provide a more stable basis for future rate payers. The anticipated Customer Services Center will increase annual operating and maintenance costs to the City for the additional space and will impact the General Fund indirectly as general government services take over space occupied currently by Utility Customer Services. One of the Strategic Issues focuses on utilization of current assets to meet capital requirements. The use of current resources in the Electric Fund above is one way the issue is addressed. Two other initiatives the City has established is setting aside an appropriation of $200,000 annually to establish a fund to pay for some thoroughfare reconstruction from current resources and the initiation of a Drainage utility. The revenues from the Drainage utility are planned for use in the actual construction of drainage capital projects without issuing debt. City Council Strategic Issues The City Council has chosen to take time each year to set aside a time where it reviews the issues that are important to each of its members. For the last several years the Council has developed sets of what are called "Strategic Issues" during its annual retreat. The Strategic Issues have become an integral part of the budget process, establishing new goals that the Council wishes to achieve and providing guidance to staff in setting priorities. A review of the approved budget indicates that there is approximately $8.7 million in resources directly related to fulfilling one or more of the Council's Strategic Issues for FY 97. A more detailed review of the Council's Strategic Issues" is included in a separate tab in this budget. The City Council has spent numerous hours developing and refining a list of "Ends" that it believes should be achieved for the citizens of College Station. The Council identified eight Ends Statements. In developing this budget, staff has attempted to identify what End each of the various services provided by the City meet. This is staff's first attempt at placing all of the services within the context of the Ends identified by the City Council and Council may wish to clarify any misunderstandings that staff may have with regard to the services assigned to each end statement. The effort has allowed staff to better focus on the services provided and the goals that the City Council has in mind to achieve. ' The discussion below provides a summary view of what is presented with more detail in the Ends Statement Section of the Budget. ation arid' Mobility are provided in College Station in a wide varlety of ways tetany o; :tnese are provtge y directly, while others are provided by other agencies such as the Texas Department of Transportation s includes maintenance :of City: streets to ensure they move::traffic in a safe and efficient manner. Major street projects: are funde' improvement projeets Transportation andmobility are also provided through the r�ordinatlon a of the traffic: <sional system iii the. City College Station also has a sidewalk acid bike loop system; - capital maintenance ,864,587 uah not separated Into this End Statement, the City's Development Services department provides for transportation planning and engineering support f or design Arid construction f transportation related projects The Police; Cation through traffic regulation enforcement and,rn.nitoring 7epartment plays an important rol f frequently occurring accidents . Streets Division $1,660,073 The Street Division is included in the Department of Public Works and strives to ensure 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 measures are needed. The Division coordinates with the Engineering Division in the planning and development of major street capital projects that involve rebuilding roadways that need upgrades. The Street Division also provides routine pothole patching, street sweeping and other services. An additional responsibility was added to the Street Division for FY 96 to maintain the parks roadways and all city parking lots. The Street Division budget request for FY 97 is to continue to provide maintenance and care of city streets, parks roadways and parking lots for city facilities. The effectiveness of this service will be measured by determining whether 95% of the streets in the City have a grade of "C" or better, as determined using the Pavement Management System. The graph above illustrates growth in the number of lane miles within, the City and the street maintenance expenditures. As is evident, spending on street maintenance is relatively flat over the period covered by the chart as the number of lane miles of streets has steadily increased. The up and down swings are due to projects anticipated in FY 95 that actually were completed in FY 96. Street/Bridge Capital Projects $2,196,000 In FY 97 there are a number of significant street capital projects that will be undertaken. These include the reconstruction of South West Parkway Streets Maintenance Budget vs. Lane Miles Maintained 800 $2,000,000 600 $1,500,000 400 $1,000,000 200 $500,000 $0 o 94 95 96 97 ®Lane Miles--I-Budget The graph above illustrates growth in the number of lane miles within, the City and the street maintenance expenditures. As is evident, spending on street maintenance is relatively flat over the period covered by the chart as the number of lane miles of streets has steadily increased. The up and down swings are due to projects anticipated in FY 95 that actually were completed in FY 96. Street/Bridge Capital Projects $2,196,000 In FY 97 there are a number of significant street capital projects that will be undertaken. These include the reconstruction of South West Parkway from Texas Avenue to the Highway 6 Bypass. This project has a budget of $900,000 in FY 97. The Rock Prairie Road West extension project is also. budgeted in FY 97 for $355,000. This project will be constructed in cooperation with a developer. The engineering phase of the Anderson Street rehabilitation project is budgeted in FY 97 for $130,000. This street project is anticipated to be built in FY 98. Several other major street rehabilitation projects are expected to take place at an estimated cost of $212,000. Oversize street participation is budgeted at $150,000 which 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. Oversize bridge participation is similar to the oversize street program and has a budget of $249,000 which can have a significant impact on transportation and mobility in College Station. In FY 96 the City Council approved the funding of $200,000 a year for a thoroughfare street rehabilitation program designed to use current revenues to fund major street rehabilitation projects. The intent is to use current funds rather than issuing long term debt to fund these projects. This is the second year $200,000 will be budgeted for this fund. Traffic/Traffic Signals $428,514 The traffic signal system in College Station is one of the key mechanisms in the control of the flow of traffic through the City. College Station has a 44 signal system that is critical during peak traffic times. 10 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. The traffic signal operating budget included a service level adjustment of $8,000 to cover increased operations and maintenance associated with the installation of 3 new signals in FY 96 using bond funds from the 1995 bond authorization election. Also included in the budget is an approval for $4,000 of new software to improve the operation of the traffic signal system in the City. Traffic Signal CIP $280,000 In FY 96 there were 3 new signals installed as part of the 1995 bond program. These new signals were located at the intersections of FM 2818 and Wellborn, Brentwood and Texas Avenue, and Holleman and Anderson. ` In FY 97 the Council approved that 2 additional intersections be signaled in College Station. The location of these signals will be determined based on traffic studies during the year. Sidewalks/Bike Loop CIP ; $300,000 The City of College Station has worked over the years to ensure adequate transportation opportunities for pedestrians and bicyclists exist. The City has adopted sidewalk and bike loop plans. As new development occurs sidewalks are an important aspect that must be considered. In FY 97 $170,000 has been budgeted in capital projects for sidewalk construction. Construction of the bike loop is scheduled to begin next year with the City's participation anticipated to be $130,000. t�r�ests College Station has a long and proud history of supporting parks and recreational activities for it's;residents The approved FY 97 budget include$ $5,41.6,344 to address the Parks and Recreation Ends Statement : The City has over 900 acres of park land and has strong recreational youth and gdult sport activities such as soft•ba• ll; soccer, tennis and swimmir g Neighborhood parks are also numerous throughout the City; with opportunities for most residents to be within walking distance of a park facility The City: Council, Parks rand Recreation Board, acid Parks and Recreation Department work hard to provide the best park aril recreation facilities:ari 4> ark- and recreational activities that are 0mogra hicatly accessa<ble and serve a diversi Parks and Recreation Department $4,086,444 The Parks and Recreation Department (PARD) is responsible for the park facilities and recreational programs in College Station. Among the services provided are athletic, 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. PARD operates a number of special facilities including 3 city owned swimming pools and the CSISD Natatorium. provided to the park facilities to ensure they are not only properly maintained but are aesthetically pleasing. 100,000 80,000 60,000 40,000 20,000 $100,000 ism Attendenance ._4. Revenue The preceding graph illustrates the increasing revenue generated by the pools and the leveling of attendance over the past years. The Conference Center is operated to provide meeting space for local organizations and for meetings supporting the local hotels and motels. The Lincoln Center is a community center that provides positive drug free programming, and also serves as a satellite center for social and health services. Parks Operations are provided to maintain the park facilities through regular mowing, ball field maintenance, and support for other park activities. PARD operates and maintains the city, cemetery. Horticulture and landscaping services are also There is a drop in customers in FY 95 due to the use of the facility by CSISD due to the delayed opening the Willow Branch school. In FY 97 the Parks and Recreation Department proposes to continue these activities, as well as increase athletic and recreation activities. Service level adjustments totaling $220,130 have been approved to meet increasing demands for service and to meet increased operations and maintenance expenses related to recent capital project expansion. Park development requires that an additional' $32,180 including one parks maintenance employee in the Parks Operations area due to increased maintenance arising from completion of the new Pebble Creek Park and other parks capital projects be included in the; approved budget. Other SLA's for PARD include: $26,700 for increased expense due to program growth for sports activities, $5,000, for additional concessions also due to growth, $40,000 for replacement lights & arms for ball fields at Central' Park, ` $2,250 for a portion of a mosquito abatement program and $2,000, for cash registers for pools and concessions. In addition, funds from Hotel/Motel provide additional projects; $20,000 for a tourism marketing plan, $36,000 for additional tournaments and meets, $30,000 for a Holiday on the Brazos program, and $4,000 for historic projects. Parks Capital Projects $1,185,000 In FY 97 a new park facility adjacent to the Pebble Creek Elementary School is expected to be completed. This facility is one of the projects constructed from the 1995 bond election. Also in FY 97, the continuation of the Lincoln Center/Wayne Smith Park Corridor project is budgeted for $1,160,000. This project will provide additional recreation and athletic facilities to the area around the Lincoln Center and Wayne Smith Park. A final capital project anticipated to be complete in FY 1997 is the construction of restroom facilities at Lemontree Park for $25,000. Wolf Pen Creek TIF District $137,000 The Wolf Pen Creek Tax Increment Finance District now generates some revenues that can be utilized in the Wolf Pen Creek District. The FY 97 budget has approved for the first time, the use of $137,000 from TIF revenues. $102,000 of these funds are to be used for capital projects. Also included is $35,000 for design of the next phase of structures to improve the appearance and usefulness of the creek within the TIF District. 12 Other Parks Related Expenditures $ 7,900 The Bryan College Station Athletic Federation receives funding from the City of College Station to support various athletic activities in the community. The request for FY 97 is $7,900. Health and Public Saf.:ety are:provided within the C ty of College Station through a number cif municipal functions .. Among those functions that directly effect health and public; safety ;are Police, Fire and Emergency Medical; Services, Water Production and;l istnbution, Wastewater Collection and Treatment; Sanitation, aid :: Emergency Preparedness Planning services Each service is designed and provided in a manner to effectively and efficiently provide a;secure environment within the City of College Station for its citizens and visitors In order to provide these services effectively, the City has continued to plan for and implement various capital projects These include'' an. additional water well, treatment plant renovations and expansions, distribution: and collection line replacements, and improved communications for:public safety employees Laver $25 million has been approved in the::FY :budget to address fihe.I iealth and l ublie;.Safety.;Ends. tatement in.College.Station Police Department $5,852,228 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) school resource officers and other specialized community and enforcement activities; 4) animal control; 5) jail and communications providing support for officers on the street and short term detention facilities which reduces the processing time of arrests. The Police Department approved budget of $5,852,228 includes service level adjustments totaling $284,542 and will provide 3 additional officers. Included are funds from a COPPS grant program recently received to increase community policing in several areas of the City. Another grant program designed to reduce underage drinking in College Station has been received. The Police Department received funds for video/audio recorders for 6 patrol cars, plastic rear seats for the patrol cars, and a jail camera recorder. CI Major Offenses The above graph illustrates an increase in the number of reported major offenses. Major offenses are those criminal incidents categorized as "Part 'I Crimes" or "Index Crimes" by the FBPs Uniform Crime Reporting system. Police - CIP The Police Department anticipates installing mobile personal computers during FY 97 to enhance patrol and traffic control functions providing better and quicker access to information. $724,000 20,000 15,000 10,000 5,000 0 Calls for Service vs. Response Time (min.) The above graph illustrates the increasing calls for service received by the police department and the generally decreasing time required to respond to a call. Fire Department $4,029,776 The Fire Department provides services that are important to the community and to our neighbors in Bryan and rural areas around College Station. The basic services of the Fire Department are 1) fire response with three front line pumper trucks and one front line ladder/quint truck with at least 3 trained firefighters per vehicle; 2) emergency medical response with two front line ambulances staffed with two Emergency Medical Technicians; 3) fire prevention services are provided by both the firefighters and a fire prevention specialist who inspects commercial buildings for fire safety and provides fire prevention training at local schools and other functions; and 4) hazardous materials response using volunteers within the department and a trailer that will be outfitted with specialized equipment to respond to possible hazardous material incidents. 13 The Fire Department's budget request is $4,029,776 which maintains the current level of service except for Hazardous Materials response where service will be increased. Also included are service level adjustments for additional training for fire inspectors, replacement EMS equipment, an increase in the medical director's contract, and back up encoder paging equipment. The above graph illustrates the increasing number medical related responses by the Fire Department over the last three years while other calls grow much more gradually. Water Division -Operations $2,495,606 A reliable and safe supply of potable water is necessary for any community. The City of College Station has the capacity to produce approximately 20 million gallons per day of potable water. The department 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. Water service is provided as an enterprise where customers are charged on a unit basis for their consumption and recovering the full cost of service for water production, transmission and Annual Water Dally Demand The graph above illustrates the generally increasing daily demand for water. distribution. The approved FY 97 budget includes service level adjustments totaling $333,500. Funds for the rehabilitation of one of the water wells,' the refurbishing of a ground storage reservoir, and cooling tower renovations are included in the budget. Landscaping and sidewalk extension at the water tower site at Texas Avenue at Holleman is also among the service level adjustments included for FY 97. The budget also includes elimination of two vacant positions in the Water Division. Water - CIP $3,227,200 In order to provide the water services described, bonds are needed to fund capital projects. In the FY 97 budget there is $3,227,200 budgeted for water capital projects. The projects include rehabilitating one of the cooling towers and two pumps. West side water service, and the rehabilitation of various water lines throughout the water system are other projects planned for FY 97. Wastewater - Operations $2,489,535 Since just before the beginning of the 20th century, the need for effective sanitary sewer collection and treatment has been recognized as a means of controlling certain diseases for people in urban settings. Over the last several decades the standards have continued to increase for this vital health related function. The recently completed upgrades to the. Carter Creek Wastewater Treatment Plant were directly related to those changing standards and growth. Changes in operations will allow the reduction of three vacant positions in the Wastewater Division and the new plant design will allow for reduced dependence on chemicals' for treatment. The system continues to grow and with that growth the City will need to provide for additional capital 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 recovering the cost of service. Included in the FY 97 approved budget are service level adjustments totaling $125,500 for refurbishment of clarifiers, and improvements to blowers, and equipment for trenchless pipe repair. Wastewater - CIP $2,360,340 The Wastewater CIP budget for FY 97 includes funds for line extensions and line rehabilitation. The rehabilitation budgeted for FY 97 include projects in the Eastgate area as well as the Bee Creek area. Sanitation $2,609,976 Solid Waste Collection 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 residential containers provided by the service, curbside recycling, brush and grass clipping collection (Clean Green), and the removal of 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. Commercial customers with greater volumes can use the front load collection equipment and containers or rolloff containers. o Residential c«m,ereda The above graph illustrates the increasing volumes of refuse collected, and disposed of, by the Sanitation Division. The previous graph lllustrates the amount of residential re use diverted from the landfill and recycled. The large increase in FY 95 is due to the implementation of the "Clean Green" program which diverts yard waste to a composting facility. Drainage - Operations $151,619 Drainage issues have been critical in the last several years in College Station. As discussed in the following section 3 of the top 20 1996 City Council Strategic Issues are drainage related. 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 Utility - CIP' $1,230,000 With approval of the drainage utility by the City Council, over $1.1 million in drainage capital projects are scheduled for FY 97. These projects include the enlargement of culverts, creeks, and channel improvements in various areas throughout the city experiencing drainage problems. It is anticipated the drainage utility will address the need for resources to do significant drainage capital improvements. Other Health & Public Safety $112,624 Expenditures The Health Department provides health services to the citizens of Brazos County. These services include restaurant inspection and health services for lower income residents. The Health Department is receiving $81,624 in FY 97. The Brazos Valley Council on Alcohol and Substance Abuse (BVCASA) is receiving $25,000 from College Station in FY 97. These funds are used to operate a Straight Talk Hotline to provide 24 hour routine information and referral to community resources for individuals, with alcohol and substance abuse problems. The Retired and Senior Volunteer Program works as a clearinghouse for volunteer services for non-profit agencies in the Brazos Valley including health care organizations. $6,000 has been requested and is approved in the FY 97 budget for this organization. Brazos Valley Solid Waste Management Agency $4,156,827. The Brazos Valley Solid Waste Management Agency (BVSWMA) is a cooperative arrangement between the City's of College Station and Bryan to provide solid waste disposal service. The agency is responsible for managing 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. The BVSWMA is not included in the overall City budget summary. 'roviding education and information services is vital in ensuring..that citizens in College Station receive information they need It is also important to provide facilities such as a library to allow citizens to find>::: ... information they mai want; on variety of subjects and to provide opport .iruties to have a :more it forr ed ant well educated community ;Education and lnformabon services are provided in several ways by the City o{ ._ College Station. These include the provision of library services' as .welt as through the Public Relations art Marketing activity of the City Individual departments also play a major role in providing information to t c izens o o ese :: a ion,. Library- Operations $405,901 Library services are provided in College Station through an agreement with the City of Bryan Library system where a branch of that library operates in College Station. Currently the College Station branch library is in lease space that is no longer; adequate. The library budget includes a service level adjustment to fund a new librarian for one-half year for a new branch library scheduled to open in 1998. This $18,104 cost is part of the ongoing operations and maintenance expense resulting from this capital project. The above graph illustrates the increasing circulation of volumes at the branch library.. Library - Capital Projects $1,300,000 The recent 1995 bond election included a proposition to build a new library for $2,635,000. The new library in College Station is expected to be built by early 1998. $1,300,000 has been budgeted for this project in the capital budget in FY 97, with $450,000 budgeted for land purchase and design in FY 96 and the balance anticipated in FY 98. Public Relations and Marketing $125,910' The Public Relations and Marketing division is another part of the provision of information services in College Station. This service provides timely, factual, and understandable information to College Station households and to the news media. Press releases and news are examples of ways information about the City are provided to the community. One of the newest means of providing information has been through the establishment of a "Home Page" on the internet. This allows people with computer internet access to get information about the City and to communicate with the City. ; The FY 97 budget includes service level adjustments enabling the Public Relations and Marketing division to improve these services. These include upgrading the annual report produced, obtaining video play back equipment, and replacing the character generator used to place information on the public access television channel. Other Education/Information Expenditures $50,000 has been included in the approved budget for the George Bush Presidential Library in FY 97. It is anticipated a total of $150,000 will be given to the Library over the next 3 years. The Library is expected to draw a large number of people to College Station, and will provide significant new educational opportunities for those visitors and to members of the community. Strategic Issues One of the top 20 1996 Strategic Issues address the Education/Information Ends Statement. Issue #10 Develop a regional tech prep program/business/school/city training program is being addressed through a $9,500 service level adjustment to fund a Tech/Prep scholarship program. ,736,503 to rovidecl by the City of College Station in many ways Providing quality at a reasonable cosi one of the ways the City is a good steward of the resources provided by it citizens and customers Quality service :is provided within the College Station City organization :by providing support; to those departments that provide the key services to the citizens These interval services include General l overnmerit, Finance, Technology and Information Services, and Fleet Services Fnsunng that these areas provide quality service ;helps Qnsure that. the;front line. service providers. can priuide the. best.. possible service afi the: lowest possible Finance Department $1,438,476 The Finance Department provides. Finance Administration, Accounting, Purchasing, and Risk Management services to the rest of the City. It also oversees the operations of the Municipal Court. Finance Administration oversees the other areas of the department and also handles cash and debt issues for the city. The Finance Administration ensures that all funds are invested prudently. The Accounting and Purchasing activities work closely together to ensure that purchases are made and recorded properly following all rules and guidelines. The Risk Management function seeks to ensure that the City's exposure to physical and financial losses are minimized. This is done through a number of programs that address worker safety. The Risk Management activity has one service level adjustment approved in the FY 97 budget for $4,000 for a consultant to assist in the selection of an insurance carrier for the next 3 years. Municipal Court collects the fines and fees for the City. Average Number of Cases Filed Monthly ®Traffic • Parking DState Law City Ordinanc This chart shows the average, monthly, number of cases filed in Municipal Court. Traffic cases seemed to have leveled while statutory cases seem to be increasing. Average Number of Cases Set for Court (Monthly) This chart shows the increasing number of cases set for trial in the Municipal Court. Office of Technology and $1,874,173 Information Services The Office of Technology and Information Services provides a number of services to other departments within the City organization. Among the services provided are: 1) Radio and telephone communications; 2) Integrated Data Services including computer technology at the micro computer to mid range computer level and geographic information services; 3) Printing and mail services; 4) Utility customer service including meter reading, billing and, collection of utilities revenues. The department manages the franchise agreements the City of College Station has with cable, natural gas, and telecommunication service providers in the community. The approved budget includes a service level adjustment for $7,500 for management of these franchise agreements. Careful management of these agreements is critical to ensure that the citizens receive quality services at reasonable costs and that the City receives all it is entitled to receive within the agreements. As technology has grownin recent years so has the use of technology by the City. As a result, the need to have high quality service in the computer and communication areas has grown. The approved FY 97 budget includes service level adjustments for an i This chart shows the increasing number of cases set for trial in the Municipal Court. Office of Technology and $1,874,173 Information Services The Office of Technology and Information Services provides a number of services to other departments within the City organization. Among the services provided are: 1) Radio and telephone communications; 2) Integrated Data Services including computer technology at the micro computer to mid range computer level and geographic information services; 3) Printing and mail services; 4) Utility customer service including meter reading, billing and, collection of utilities revenues. The department manages the franchise agreements the City of College Station has with cable, natural gas, and telecommunication service providers in the community. The approved budget includes a service level adjustment for $7,500 for management of these franchise agreements. Careful management of these agreements is critical to ensure that the citizens receive quality services at reasonable costs and that the City receives all it is entitled to receive within the agreements. As technology has grownin recent years so has the use of technology by the City. As a result, the need to have high quality service in the computer and communication areas has grown. The approved FY 97 budget includes service level adjustments for an additional Micro Computer Specialist for $31,014 to address the ongoing needs of micro computer users and to service the growing number of micro computers, peripherals and connections to the network in the organization. Also included for MIS is a $50,000 service level adjustment for software to support the development process. The above graph illustrates the growing use of personal computers within the city. Utility Billing $1,096,133 Utility Billing is responsible for the metering, billing, and collection of electric, water, waste water, sanitation, and the proposed drainage utility fees. The Utility Billing approved budget includes a service level adjustment of $23,500 for additional part time/temporary employees as a result of the proposed drainage utility. 300,000 Utility Bills Mailed charge departments a maintenance fee for equipment'. maintenance. The new structure should increase opportunities for improving services provided and on controlling costs. The FY 97 approved budget includes service level adjustments totaling $13,322 for the upgrading of two half time positions to one full time regular position, and to provide incentive pay to mechanics who achieve certain technical education standards. These 2 items are designed to ensure that a high level of quality is provided by the Fleet Services operation. Facilities Maintenance $757,206 The Facilities Maintenance function provides support services to the front line departments through the upkeep and maintenance of City facilities. This includes all City buildings, and equipment such as air. conditioning units. Facilities maintenance performs some minor building construction and remodeling activities. The Facilities Maintenance activity manages facility repair funds that have been included in the budget in recent years to ensure facilities and equipment are repaired and replaced in a timely manner to avoid deferred maintenance problems and potential higher repair costs. 250,000- 200,000 - 150,000- 100,000- 50,000 0 The chart above illustrates the growth in the number of utility bills processed by the Utility Billing division. Fleet Services $855,396 The City of College Station has a fleet of over 400 vehicles and pieces of heavy equipment used to provide services to the citizens of College Station. Nearly every service provider in the City depends on having a reliable fleet of vehicles to provide services. These include Police and Fire services, Solid Waste Collection, Public Utilities, and many others. The Fleet Services division manages the fleet, performing preventive maintenance and vehicle repair activities. The Fleet Services activity is changing in FY 97 to become a separate internal service fund that will The chart above shows the increasing workload of the Facilities Ma ntenance Division as the square footage of facilities maintained increases. Public Works Administration $246,165 This is the administrative division for the Public Works Department which includes Streets, Drainage, Fleet, Traffic, and Sanitation. Because the other activities of this department have been split among a number of ends statement, Quality Service was the most appropriate place to put this activity. Public Works Administration is the primary customer contact point for these activities. General Government $1,468,954 Several administrative activities are included in the General Government Department which are described below. This discussion does not include Public Relations/Marketing which is included in ES 4 above. The Mayor/Council activity is accounted for in this department. 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, and for providing recommendations on current and future issues to the City Council. Another key support area for the service providers in the organization is the Legal Office. The Legal Office provides legal services and support to the City Council and the City staff. The Human Resources area is responsible for helping hire and retain the most suitable candidates for jobs. Human Resources provides training activities, and administers the compensation and benefits program in the City. The Office of Management and Budget prepares, monitors and reviews the annual budget. The office is also responsible for providing management and organization review services to the organization. Included in the approved FY 97 budget is a service level adjustment of $7,500 to fund an annual comprehensive survey of citizens to help determine what level of service is and should be provided. Strategic Issues Three of the top 20 1996 City Council strategic issues are under the Quality Service Ends Statement. The first is issue #1 Streamline Development Process. This issue is being addressed through a team examining ways to improve the quality of development service provide to the City's customers. Work processes are being examined along with processes designed to facilitate development in College Station to determine if there are areas where improvements can be made. Funds for the purchase of development tracking computer software have been included in the FY 97 approved MIS budget. Such software will help in the streamlining and improvement of the development process. Issue #11 Accessibility of City Services - West Side Water & Sewer Services/George Bush Library is the second issue in the Quality Service ends Statement. The City is working with Texas A&M University to determine if there are cooperative'. opportunities to maximize efficiencies in providing water and sewer service to a part of the community where alone it would be much more expensive to do so. The third strategic issue in the Quality Service ends statement is #14 Benchmark/Performance Measures for Agency Contracts. This item addresses the need to make sure College Station has established performance measures for outside agencies receiving City funds to ensure the proper services are being provided as expected. The final 1996 strategic issue is #19 City Center with Consolidated Office and Park Development. This issue is examining the costs and benefits of locating the majority of City facilities in a centralized location. Doing so could result in a more efficient and effective way of providing services to the citizens. 19 liability Cultural Arts;are pr ivided in a number ways in Collego Station; Cultural Arts are irr portant in a communis provide some of the: amenities that can make it a special place Many: of these are not provided by the C is organizations such as Texas A&M University provide many of these services ant(programs. The ity does, however, provide funding for the cultural arts through tte Brazos Valley Arts Council This organization serves as•a clearinghouse for other arts•related organizations ; The Arts Council of Brazos Valley $170,000 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) Local Color Art 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) FestiFall; and 7) ArtiFacts publication. The City of College Station works with the Arts Council through the Parks and Recreation Director who serves as the liaison to the organization. Cultural arts are also provided by the City through some of the programming at the Wolf Pen Creek Amphitheater and various other Parks and Recreation sponsored programs. The increase in the budget will provide box office software to provide "one stop service" for events like Holiday on the Brazos, begin a program to increase regional tourism, and provide support for art programs. 20 MPLQYMENT jPRQSPERITY tizens bene, fit from an environment' that is conducive to providin verse emp oyment opportunrttes 7 The encouragement of employment and prosperity is oneof the key goals of the City policy makers. This is .. chteved �n a variety of ways tncluding economic development efforts to recruit and retatn businesses in and to College Station Redevelopm nt £forts it areas such as Northgate are designed to part to encourage an increase �n prosperity Business Park development is also crittcal to the City's efforts to provide diverse employment c pportunrttes The Electric Utiltty encourages employment and prosperity by provtd r g some C y resources bustrtesses need Employment and prosper}ty is promoted through the activittes of the Cariyention and of fhe Economic and Community Development The Economic and Community Development Department is a newly created department in the City that is responsible for coordinating the efforts to promote economic development activities in College Station. These efforts include marketing the Business Center in College Station as well as the rest of the City for new business activity. The department director serves as the staff liaison to the Economic Development Corporation. Community Development $2,662,176 Block Grant The Community Development division 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 in areas including housing, public agency funding, public facility improvements, and economic development. Economic Development Corporation$157,000 The Economic Development Corporation is a joint agency funded by the Cities of Bryan, College Station, and Brazos County. The EDC promotes the Brazos County region for economic development prospects. $600,139 Economic Development Activities $8,050,000 A number of Economic Development activities are approved in the FY 97 budget. These include $300,000 for either a potential business spec building to be constructed at the business park, or for the purchase of land for an industrial business site. The capital budget includes an estimate for a public/private economic development project in the Northgate Area. $250,000 has also been budgeted for economic development incentives. Northgate $625,000 Northgate is the oldest commercial district in College Station. It also has a number of churches and a 21 residential', area as well. The revitalization of the Northgate area has become a top priority in recent years. It is hoped these efforts in Northgate will have a positive effect on the businesses in the area and will encourage additional redevelopment in the area over time. Land acquisition activities used to address parking needs have been underway since early 1995. In the FY 97 budget $150,000 has been budgeted for the construction of a parking lot in the core business area. This budget has increased by $50,000 from the original estimate. An additional $10,000 for the first 2 months of operations and maintenance of this facility has been budgeted in the Economic Development Department. Included in the FY 97 approved budget are $475,000 in capital funds for the first phase of the Patricia Street redevelopment project also in the core area of Northgate. Community Development Block Grant funds are budgeted for a sidewalk rehabilitation project along University Drive as well as the facade improvement program for FY 97. Electric Department $23,388,897 The Electric Department 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. Comparison of Purchased Power (cents/kWh) In FY 97 it is expected the City will purchase power at less than the APPA average cost. The approved Electric Department budget includes service level adjustments totaling $784,060. Over $3.7 million is to pay for capital projects out of current revenues rather than issuing debt. This would raise the total amount of capital projects funded from current revenues to. over $5.6 million. This reduces the need for future rate increases. This is continuing the City Council policy of fundingcapital projects using existing revenues rather than using long term debt. Electric - CIP $8,031,400 While many Electric capital projects are funded from current revenues, others require the use of electric revenue bonds. The approved FY 97 budget includes the issuance of $3,700,000 in electric revenue bonds. Over $8 million is budgeted for electric capital projects from both current revenues and electric revenue bonds. These projects include routine service and system extensions due to new development in the community and residential and thoroughfare street lighting. Funds are budgeted for enhanced electric service at the Business Center. Underground electric conversion has been a priority of the City in recent years. Funds are budgeted for underground electric conversion in the Northgate area, as well as along Southwest Parkway in conjunction with the street rehabilitation projectthat will occur in FY 97. $1.45 million has been budgeted in FY 97 of a $2.4 million project for construction of a new Customer Service building to improve customer access by moving closer to the center of Coliege Station's population. Convention and Visitors Bureau $602,450 The Bryan College Station Convention and Visitor Bureau (CVB) is an important component in the encouragement of employment and prosperity opportunities. During FY 96 the city created a Tourism Ad Hoc Committee made up of persons interested in the use of the Hotel/Motel Tax and results from the CVB. The Convention and Visitor Bureau works to encourage tourism into the Bryan and College Station area. The approved budget for FY 97 includes service level adjustment requests totaling $162,000. Approximately $100,000 of this is requested to create a sports marketing and sales effort to support existing events, and to create opportunities for new sporting events to be held in the community. The addition of new sport facilities at Texas A&M University and the entry of TAMU into the Big 12 has increased the opportunities to recruit more sporting events to the community. The other $52,050 request into increase funds for sales and advertising efforts. 22 Strategic Issues Seven of the top twenty City Council Strategic Issues for 1996 are in the Employment/Prosperity Ends Statement. The first is issue #3 Northgate Revitalization Development Implementation. The revitalization of the Northgate area in College Station has been one of the top priorities of the City for several years. The purpose of this effort is to improve existing conditions in the area and also provide a catalyst for new investment and development to occur. Issue #4 Spec Building at the Business Park is being addressed through the budget for FY. 97 including a potential $300,000 expenditure for this project. The purpose into spur development at the business center. Issue #6 Strategy for. Conference/Hotel Development is also being actively pursued. Efforts are being made to encourage the recruitment of a hotel facility. The FY 97 budget includes $7.5 million for the potential construction of a convention center. Issue #7 Business Park Recruitment is addressing the need to recruit new businesses to locate in the Business Center at College Station. The infrastructure of the business park is in place and efforts are now focusing on the recruitment of acceptable businesses to the facility which will result in an increase in employment to the City. The fourth strategic issue in this Ends Statement is #8 Marketing Strategy to Develop & Recruit Business to Improve Retail Development. This purpose of this is to continue to encourage and attract additional retail development in College Station. Strategic issue #18 is Industrial Area/District - Look for Alternative Sites. The goal of this issue is to identify alternative sites for a potential industrial District for businesses and facilities that are not compatible with the City's business center standards. Issue # 20 is Tourism/Marketing Plan/with Emphasis on Promotion and is the final Employment/ Prosperity issue. The FY 97 budget includes funds for tourism/marketing plan, as well as an increase in the Christmas in the Park promotional campaign. The creation of a separate Economic Development department in the City has concentrated efforts and resources to address these strategic issues. As can be seen by the issues listed above, a concerted effort is being made by the City of College Station to address a number of different types of economic development including redevelopment of existing areas, retail development, hotel development, industrial development, business park compatible development, and tourist related development. Citizens benefit from well-planned, attractive resider commercial areas, and from preserving historic area Civie Pride is•a critical part;of what ixiakes a'cQmmunit}r a goo • this as one of the key policy areas for the City Planning and have the greatest long term; impact on the overall appearance feel about the comp unity Development Services $1,903,729 The Development Services Department administers new development in the City. The Development process includes the engineering, planning and building functions as well as the development coordination activity. Also included in, the development process are other areas including the Fire Department and Public Utilities. Included in the MIS approved budget is $50,000 for development process management software. This software will improve the way development projects are processed and tracked resulting in better service to developers and others involvedin the process. There is also a service level adjustment in the Development service area for the purchase of additional filing cabinets for plat storage. Development Services works to ensure that the zoning, subdivision, drainage and other ordinances are complied with. This ensures the community develops in a manner consistent with the policies established by the City Council. A service level adjustment to continue the banner project for $20,000 has been approved. This is the second phase of a project to place banners throughout the City. The first phase completed in FY 96 provided the banners along East University, Drive. Development Services administers the code enforcement program to ensure that city codes and ordinances are followed. Some of the key code enforcement concerns deal with appearance and safety issues such as junk cars, weedy lots, and many others. In order to better facilitate the code enforcement, a service level adjustment for $9,000 has been approved for a part time clerk to perform some of the administrative code enforcement duties. This leaves the code enforcement officer more time to address code enforcement issues. Energy Conservation efforts are coordinated in the Development Services Department as well. Development Services is also 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, place to live The City 1,9401#01:0009§4i; development policies are critical because these of the commui ity, and how .citizens; and visitors:; libraries, and others; as well as capital projects for the public utilities such as electric, water, and wastewater projects. Illustratesthe continued increase in residential construction, and the variability in commercial construction, permits issued. Other Civic Pride Activities '' $32,825 Several outside organizations provide services that impact civic pride. The first is Brazos Beautiful. This organization focuses on a number of community enhancement areas including beautification and litter reduction, waste minimization and recycling, and public relations and education in these areas. The Brazos Beautiful budget for FY 97 is $17,000. The Noon Lion's Club has again received funds to purchase fireworks for the annual 4th of July fireworks display in 1997. The approval was for $6,825. The Sister Cities Association has received $9,000 in FY 97. This organization establishes ties with other cities in the world and corresponds and has visitor exchanges. Groups from the sister cities make trips here and delegations from this area visit the foreign cities. Strategic Issues Three strategic issues are under the Civic Pride Ends Statement. The first is issue #12 North/South Gate Revitalization/Code Enforcement & Planning - TAMU. The purpose of this issue is to implement an ongoing program to improve and maintain property standards and enhance revitalization projects underway in the Northgate and South Side areas. The second strategic issue is #16 Housing Strategy (Housing Standards/ Maintenance/Certification). This issue is intended to develop a proactive strategy to provide a wide variety of suitable, safe, sanitary and affordable housing opportunities for all citizens and encourage owner occupied housing. Issue #17 Community Enhancement Program is the third strategic issue in the Civic Pride ends statement. The purpose of this issue is to consolidate and integrate the community appearance and enhancement programs and projects underway, establishing an ongoing program of neighborhood and community enhancement. 25 E11 ERA r FB $ERUiGE AND INTERNAL SMWI CE The following discussion focuses on resources used by the City Council's Ends Statements The resources Yn important to fulfill the goats and obiectves of the: general d�scuss�on about thi General Debt Serv�c pelf Irsurazlc, the City of College Station but not included; under one order for the city to accomplish its mission and are ounctl, citizens and c ur custom r :What follows is a tuipment Replacement%Fleet Maintenance Fund ar General Debt Service Fund The General Debt Service Fund is used to account for ad valorem taxes collected to pay for general government debt. The debt service portion of the ad valorem tax rate is approved to remain the same as in FY 96 which is 28.25 cents per $100 valuation. That rate will produce approximately $4,805,000. That amount is sufficient to cover the debt service requirement for FY 97. The current tax rate is projected to be sufficient to allow the City to issue the entire 1995 authorization of $22.5 million in general obligation bonds over a five year period. Projected revenues for the fund are $5,080,000 and projected expenditures are $5,076,034. The ending fund balance is projected to be sufficient to meet council policies. Internal Service Funds The City has two internal service funds that are used to account for various non -departmental functions such as insurance and replacement equipment. The internal service funds allow the City to establish charges that can be set into separate funds. This allows the City to address ongoing needs and reduce some of the year to year fluctuations typical of the types of expenditures covered such as insurance claims and equipment purchases. Equipment Replacement/ Maintenance Fund The Equipment Replacement/Fleet Maintenance Fund was originally established in FY 92 to provide the City of College Station with a means of ensuring sufficient resources to replace equipment such as cars, trucks, tractors, and other equipment. Thus far the fund has been able to meet the needs of the City as originally anticipated by the City Council. With experience managing the fund and carefully weighing alternatives the use of the fund has been expanded to include the telecommunications system and the radio system. For FY 97 it is approved that the City's Fleet Maintenance function be separated from the General Fund and included in the 26 Equipment Replacement Fund. The intent is to provide better management of the resources and to provide a service that should recover its cost from the departments that use its services through charges for equipment maintenance rather than through indirect cost allocation used previously. The estimated expenditures are $1,866,541, which is a decrease of $1,637,502 or approximately 46.7% less than the FY 96 budget. This decrease in expenditures is due to the purchase and installation of the 800 MHz system in FY 96. The fund will absorb the total cost of the system and will be reimbursed through charges for the 800 MHz system to the using departments. Self Insurance, Fund The City combines four separate types of insurance funds into one fund. This combination allows the City to cross utilize resources to better manage costs and to reduce the opportunity for major swings in rates for one type of insurance in order to meet potential liability problems. The benefit received is that the combined funds provide a working capital balance that is sufficient to meet most potential liabilities without radical rate increases. The City is self insured for all of its primary health care, worker's compensation, unemployment, and property casualty needs. The City carries only stop loss and catastrophic loss insurance as a hedge against potential major losses. The City establishes charges that are levied to each of the operating departments to pay for program administration and to cover the stop loss and reinsurance policies. The charges are computed annually to assure that charges are in line with costs and that each functioning unit is charged appropriately. Revenues of the Self Insurance Fund come from charges to the various operating departments for employee health insurance, currently charged at $200 per month per full time employee, or prior employee who is covered by COBRA, a federal mandate. An additional $200 per month is paid by the employee if dependent coverage is selected. Property casualty charges to departments are based on a number of factors including number and types of equipment used by the department, space occupied in a city facility, number of employees, budget, and other relevant criteria. Workers' compensation is based upon a standard set of unemployment rates provided by our plan administrator and adjusted by an experience modifier. Unemployment insurance rates are based on standard rates charged departments against salary paid. The revenues of the fund are estimated to be $3,002,445 for FY 97 which is approximately. $21,900 less than the FY 96 year end estimate. Expenditures are estimated to be $2,925,408 which is $330,869 more than the FY 96 year end estimate. The estimated fund balance is $1,406,040 which should be sufficient to protect the city against losses up to the loss limits in its various stoploss policies. Like the Equipment Replacement/Fleet Maintenance Fund, this fund has been a success for the City of College Station. Good safety programs and a healthy workforce have allowed the City to stabilize its costs and to effectively self insure against catastrophic losses. CITIZENS OF COLLEGE STATION CITY SECRETARY APPOINTED BOARDS ACTION TEAMS. NEIGHBORHOOD. YO T RE -ENG. A CODEN E FORCEMENT' PUBLIC RELATION { AND MARKETING POLICE OFFICE OF MANAGEMENT AND BUDGET ECONOMIC AND COMMUNITY DEVELOPMENT PARKS AND RECR ATION DEVELOPMENT SERVICES PUBLIC WORKS PUBLIC IL TI OFFICE rR AV NN SERVICES RESOURCES OPERATIONS ADMINISTRATION O RGARENVIEW12AT10 BUDGET ACCOUNTING EATION INSOIECTIION. LE CTRIC AGEMENT NFORMATION SERVICES COMMUNITY DEVELOPMENT URCNASING PLANNING PARKS OPERATIONS ASTEW A RVICES ION MUNICIPAL TECHNICAL SERVICES CON NTIO AND VES TO NR BUREAU S C OLLLECTIO xI COMM ON..CATIONJAI S! FACLITIE MAINTENANCE P Sri AIL UTILITY CSERV°C ESR LI. RARY FISCAL YEAR 1996-97 GENERAL FUND UTILITY FUNDS SOLID WASTE COLLECTION. UTILITY BILLING FUND INSURANCE FUND DEBT SERVICE FUND HOTEL/ MOTEL TAX FUND EQUIPMENT REPLACEMENT COMMUNITY DEVELOPMENT SUB TOTAL OF O&M UTIL CAP IMPROV PROJECTS GEN GOVT CAP IMPROV PROJ WOLF PEN CREEK TIF SUB TOTAL OF CAPITAL TOTALS FISCAL YEAR 1995-96 GENERAL FUND UTILITY FUNDS SOLID WASTE COLLECTION UTILITY BILLING FUND INSURANCE FUND DEBT SERVICE FUND HOTEL/ MOTEL TAX FUND EQUIPMENT REPLACEMENT COMMUNITY DEVELOPMENT SUB TOTAL OF O&M UTIL CAP IMPROV PROJECTS GEN GOVT CAP IMPROV PROJ SUB TOTAL OF CAPITAL TOTALS FISCAL YEAR 1994-95 GENERAL FUND UTRITY FUNDS SOLID WASTE COLLECTION UTILITY BILLING FUND INSURANCE FUND DEBT SERVICE FUND HOTEL/ MOTEL TAX FUND EQUIPMENT REPLACEMENT COMMUNITY DEVELOPMENT SUB TOTAL OF O&M UM. CAP IMPROV PROJECTS GEN GOVT CAP IMPROV PROJ SUB TOTAL OF CAPITAL TOTALS CITY OF COLLEGE STATION FISCAL YEAR COMPARISON SUMMARY TOTAL SOURCES OF FUNDS 25,991,720 65,715,661 4,847,463 2,002,955 4,331,448 6,202,470 1,810,094 3,708,807 3,092,000 117,702,618 14,961,499 - 15,706,409 138,500 30,806,408 148,509,026 TOTAL SOURCES OF FUNDS 25,084,193 49,159,242 3,573,809 1,596,700 3,857,853 6,733,611 1,850,912 4,276,330 2,822,984 98,955,634 17,499,601 18,586,029 36,085,630 135,041,264 TOTAL SOURCES OF FUNDS 24,181,172 47,394,123 3,488,150 1,993,116 3,868,610 5,436,135 1,806,732 2,783,429 3,676,425 94,627,892 TOTAL USES TRANSFERS NET OPERATING OF FUNDS IN BUDGET 26,355,717 49,577,473 3,369,856 1,974,557 2,925,408 5,076,034 1,517,534 1,867,284 3,051,297 (3,807,274) 0 0 (1,974,557) (2,925,408) (150,000) 0 (1,867,284) 0 95,715,160 $ (10,724,523) 13,618,940 $ (5,669,580) 14,775,000 (150,000) 138,500 0 28,532,440 $ (5,819,580) 124,247,600 $ ' (16,544,103) TOTAL USES OF FUNDS 24,312,694 49,294,101 3,522,461 1,817,448 2,836,680 5,651,757 1,365,492 3,602,752 2,728,643 22,548,443 49,577,473 3,369,856 0 0 4,926,034 1,517,534 0 3,051,297 84,990,637 8,002,360 14,625,000 138,500 22,765,860 107,756,497 TRANSFERS NET OPERATING IN BUDGET (2,883,820) 0 0 (1,817,448) (2,836,680) 0 0 (3,602,752) 0 95,132,028 $ (11,140,700) 10,537,100 $ " (1,580,000) 10,669,000 (95,000) 21,206,100 $ (1,675,000) 116,338,128 $ (12,815,700) TOTAL USES OF FUNDS 21,428,874 49,294,101 3,522,461 0 0 5,651,757 1,365,492 0 2,728,643 83,991,328 8,957,100 10,574,000 19,531,100 103,522,428 TRANSFERS NET OPERATING IN BUDGET 23,478,979 $ (3,025,152) $ 20,453,827 47,582,401 0 47,582,401 3,577,465 0 3,577,465 1,861,957 (1,861,957) 0 2,816,040 (2,816,040) 0 3,876,296 0 3,876,296 1,364,387 ` 0 1,364,387 1,643,142 (1,643,142) 0 3,521,915 0 3,521,915 89,722,582 $ (9,346,291) $ 80,376,291 $_ 20,955,191 $ 17,731,588 $ (226,000) $ 17,505,588 15,215,962 8,547,000 (1,125,000) 7,422;000 $ 36,171,153 $ 26,278,588 $ (1,351,000) $ 24,927,588 $ 130,799,045 $ 116,001,170 $ (10,697,291) $ 105,303,879 30 % CHANGE FROM PRIOR FISCAL YEAR 5.2% 0.6% -4.3% NA NA -12.8% 11.1% NA 11.8% -10.796 39.7% NA 4.1% % CHANGE FROM PRIOR FISCAL YEAR 4.8% 3.696 -1.5% NA NA 45.896 0.1% NA -22.5% -48.8% 42.5% -1.70% 96 CHANGE FROM PRIOR FISCAL YEAR 16.1% 12.7% 20.7% NA NA 7.996 -2.8% NA 20.696 39.096 26.5% 18.096 GEN. GOV. CAPITAL PROJ. 14% DEBT SERVICE FUND 5% SOLID WASTE FUND 3% CITY OF COLLEGE STATION NET OPERATING BUDGET $107,756,497 WOLF PEN CREEK TIF COMM. DEVELOP. FUND' 3% GENERAL FUND 21% UTIL. CAPITAL PROJ. 7% UTILITY FUNDS 46% HOTEL MOTEL FUND 1.5% 31 CITY OF COLLEGE STATION ALL FUNDS SUMMARY GENERAL FUND ELECTRIC FUND WATER FUND WASTEWATER FUND SOLD WASTE COLLECTION FUND UTILITY BILLING FUND FLEET FUND FUND EXPENDITURE BY FUND REVISED ESTIMATED BASE APPROVED. ACTUAL BUDGET ..:YEAREND: BUDGET BUDGET.. FY 94-95 FY 95-96 FY 95-96 FY 96-97 Il' 96-97 $ 22,495,017 $ 25,017,658 :$ 24,843,868 $ 24,223,463 $ - 25,092,015 27,679,874 22,477,770 :.23,197,208 22,599,655 '.'.23,388,897 2,174,862 2,419,792 2,440,238 2,159,727 2,495,606 2,367,135 2,518,922 : 2,487,695 2,360,873 2,489,535 2,600,286 2,575,767 .2,479,484.2,593,118 2,609,976 1,111,057 : 1,099,048 1,099,041 1,070,486 1,096,133 0 0 :0 840,962 855,396 0.3096 4.0596 3.1396 -1.1796 1.3396 -0.2796 N/A COMBINED FUND TOTAL $ 58,428,231 56,108,957 56,547,534 $ 55,848,284 $ _ 58,027,558 3.4296 CLASSIFICATION EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE :... . APPROVED ACTUAL BUDGET YEAR END. BUDGET ...•BUDGET FY 94-95 FY 95-96 FY 95-96 .FY96-97- FY 96-97 96 CHANGE IN BUDGET FROM FY96TOPY97 SALARIES & BENEFITS SUPPLIES MAINTENANCE PROFESSIONAL SERVICES PURCHASED PROP:. SERV. OTIiER PURCHASED SERV. CAPITAL OUTLAY PURCHASED POWER $ 21,585,479 1,410,025 2,637,242 2,333,220 2,642,872 3,562,018 740,375 23,517,000 22,994,851 1,521,626 3,449,753 2,773,333 2,717,547 3,689,165 885,530 18,077,152 22;993,574 1,438,442 3,352,397 2,662,246 2,(131,793 3,554,439 973,692 18,940,951 23,427,393 1,769,905 3,620,281 1,927,533 2,660,864 3,251,273 191,035 19,000,000 $ 23,743,979 1,858,989 4,178,961. 2,563,212 2,682,764 3,388,528 611,125 19,000,000 3.2696 22.1796 21.1496.'- -7.5896' -1.2896 -8.15% -30.9996...: 5.1196 COMBINED FUND TOTAL` $ 58,428,231 ': $ ' 56,108,957 56,547,534 $ 55,848,284 $ ' 58,027,558 3.4296 GENERAL FUND ELECTRIC FUND,.. WATER FUND WASTEWATER FUND SOLID WASTE COLLECTION FUND UTILITY BILLING FUND FLEET FUND 464.0 62.0 35.5 40.0 .< 31.0:..: 31.0 0.0 490.0 54.5 31.5 41.0 29.5 -. 30.5 0.0 486.0 53.5 29.5 38.0 28.5 29.5 15.0 -0.8296 -1.8396 -6.35% -7.3296 -3.3996 N/A N/A COMBINED FUND TOTAL 663.5 679.5 677.0 674.5 680.0 0.4496 32 ANALYSIS OF TAX RATE FY 96-97 Assessed Valuation of Real and Exempt Property $1,935,322,710 (Based on 100% of Market Value) Less: Exempt Property $176,524,641 Less: Agricultural Loss $27,582,620 Less: Over 65 and Veterans Exemptions $29,012,741 Less: House Bill 366 $80,602 Less: Abatements $920,630 Taxable Assessed Value $1,701,201,476 Less TIF Captured Value $5,526,343 O&M and Debt Service. Portion $1,695,675,133 Apply Tax Rate of .4427/$100 Valuation .4427/$100 Total Tax Levy $7,506,754 Estimate 98.5% Collection $7,394,153 Debt Service General Fund DISTRIBUTION OF AD VALOREM TAXES Tax Rate Per Percent Estimated $100 Valuation Of Levy Collections 0.2825 63.8% 0.1602 36.2% 33 $4,718,428 $2,675,724 TOTAL TOTAL APPRAISAL MARKET EXEMPT TAXABLE YEAR VALUATION VALUE VALUE * 1987 1,138,980,618 38,631,099 1,100,349,519 1988 1,160,147,843 38,535,922 1,121,611,921 1989 1,157,030,039 38,794,667 1,118,235,372 1990 1,244,411,436 142,931,914 ** 1,101,479,522 1991 1,282,692,121 156,080,118 1,126,612,003 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 Assessed value is 100% of the estimated value. * The increase in the exempt value is due to an effort by the appraisal district to include government entity property in the total market valuation. COLLEGE STATION NET TAXABLE VALUE 1987 1988 1989 1990 1991 1992 1993 1994 1995 1996 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, Economic and Development Services, the support functions for these areas, and the administrative functions for the city. The General Fund for the 1996-97 fiscal year (FY 97) is influenced, by current policies and any 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. During FY 96, a major reorganization of departments in the City occurred. A number of divisions moved into the General fund from the Electric fund because they did not directly support the utility operations. Traffic Signals moved into the Public Works department; Energy Management moved into the Development Services department; Communications moved into the Office of Technology and Information Services department. Several other changes occurred within the General Fund to better reflect the distinct functions of each particular department. Development Services split into two departments; the first retained its original name, and the second is the new Economic and Community Development department. The latter was created to concentrate efforts and resources on economic development issues. Development Services is now composed of Energy Management, Administration, Engineering, Planning, and Building Inspection. A new department called the Office of Technology and Information Services was formed from existing resources. It encompasses the former Management Services department and the Geographic Information Services and Communications divisions. Facilities Maintenance and Public Relations moved out of the former Management Services department. Public Relations has become its own division under General Government. The former Fiscal and Human Resources department has been renamed. It is now Financial Services due to the separation of the Human Resources division. 37 Public Works has also undergone significant changes, the Facilities Maintenance and Traffic Signals divisions have become part of the department. In FY 97 the Fleet Services division will become an internal service function included in the Equipment Replacement/Fleet Maintenance Fund. General Fund revenues are anticipated to increase by approximately $243,000 or 1.1% in FY 97 over the FY 96 year-end estimate. The relatively small projected increase in FY 97 is primarily due to some large onetime revenues that are anticipated in FY 96. Notable changes in expected revenues are as follows: 1. Ad Valorem Taxes are projected to be up about $109,000 over the FY 96 year end estimate. This is due to an increase in assessed valuation from $1.61 billion to $1.70 billion. About $75 million of the increased valuation is due to new development. The operation and maintenance portion of the ad valorem tax rate will be reduced to the effective tax rate of 16.02 cents per $100 of valuation from 16.25 cents per $100. The effective tax rate is the rate that produces the same amount of revenue as the previous year on the same property. Approximately $9,000 of property tax that would ordinarily have gone into the General Fund will go to the Wolf Pen Creek Tax Increment Financing (TIF) Fund. 2. Sales_Tax is projected to be up 3.0% over the FY 96 year end estimate. The FY 97 estimate of $9,733,500 is based on a normalized 10 year trendline. The estimate is reduced, slightly from the trend projection based on slower anticipated retail sales growth. 3. Other Taxes are projected to decrease 7.8% or approximately $120,000. The decrease is primarily due to anticipated onetime oil and gas franchise collections in FY 96. All other franchise taxes are projected to remain constant or increase slightly. 4. Permit Revenue for FY 97 is projected to decrease by $100,000 or 20% from the FY 96 year end estimate. The decrease is driven by lower projections in building, electrical and plumbing permits. These reductions are based upon an estimated gradual reduction in building activity to a sustainable level of about $30 to $50 million of new development per year. 5. Municipal Court Fines are projected to increase by 5%, or about $56,000 in FY 97. This is a conservative estimate based on the strong growth in this revenue over the past several years. 6. 'Return on Investment (ROI) transfers from the enterprise funds are scheduled to be $5,263,900. This is $127,000 or 2.5% more than the FY 96 transfers. The increase is smaller than in the past due to lower expected Electric revenues and a policy decision to retain the Electric ROI at the current level. Electric operating revenues are projected to be lower than those used to calculate the FY 96 transfer due to the rate decrease that occurred in FY 96. ROI transfers from the Water, Wastewater and Sanitation funds are all scheduled to increase based on increasing operating revenues in each of those funds. The assumptions underlying revenue increases in those funds are discussed in the utility section of the budget. 7. Miscellaneous Revenues are those that do not fit into any of the other categories such as assessments, collection fees and sale of assets. This category is projected to decrease by approximately $160,000 from the FY 96 year end estimate. The large decrease is due to a onetime revenue from the sale of a fire truck in FY 96. Other revenues in this category are projected to remain fairly constant in FY 97. City staff continued to look for ways to reduce expenditures in the FY 97 budget process. The Budget Office identified approximately $370,500 in onetime expenditures that could be removed to develop the FY 97 target budget. The travel and training accounts were reduced by 10% in all departments. This decreased the General Fund budget by $35,000. Annual savings of $20,300 were achieved by a reduction of the fleet and an extension of fleet and equipment life. Net Expenditures for FY 97 are expected to be approximately $22.55 million, about 3.1% higher than the FY 96 year-end estimate. The increase is due to the inclusion of funding for proposed service level adjustments that allows. the City to address the various "Strategic Issues" and "Ends Statements" outlined by the City Council. The service level adjustments are discussed in detail in the executive summary and in the departmental summaries. The General fund has experienced changes in the number of budgeted positions. As a result of the reorganization, eleven positions moved into the General Fund from the Communications, Energy, Management, and Traffic Signals divisions in the Electric Fund. In FY, 97, a secretary and receptionist position will move into the General fund from the Utility Billing fund. Seven new budgeted positions have been approved for FY 97. These include: ' 1) three police officers in the education services division that are partially funded by a 3 year $100,000/yr. C.O.P.P.S. grant, 2) a groundsworker position in the South District operations division in the Parks & Recreation department, 3) a Microspecialist II position in the Management Information Services division of the Office of Technology and Information Services, and 4) two customer services representatives that wereupgraded to full time positions from temporary/seasonal in the Municipal Court Division of the Finance depaituient. In FY 97, fourteen positions in the Fleet Services division will move out of the General Fund into the Fleet Maintenance/Replacement fund. There is a net reduction of five positions in the General fund as compared to the revised budget for FY 96. The Outside Agency Funding in the General fund budget is equal to $128,449. The Noon Lions Club and SCA Student Ambassador program have been moved into the General fund from the Hotel/Motel fund to more appropriately account for these expenditures. All of the funds expensed for Brazos Beautiful are now in the Sanitation fund. 38 The agencies that have maintained ` at current levels of funding are the Brazos Valley Council on Alcohol and Substance Abuse, $25,000; Economic Development Incentive Funding (this is budgeted for the Economic Development Corporation), $50,000; and the SCA Student Ambassador program, $9,000. The Retired Senior Volunteers programs has requested an increase in funding of $1000 for a total of $6,000. The Noon Lions Club has requested an increase, of $325 for a total of $6,825 for the 4th of July fireworks display. The Health department has also requested an increase in funding of $4,139 for a total of $81,624. These new requests have all been included in the FY 97 budget. There is $369,526 budgeted for pay and benefit adjustments in the General Fund. This amount includes $327,599 for the new pay plan as suggested by the City Council earlier this year. It proposed to provide a 2% pay increase across the board for all employees on January 1, 1997 The balance of the funds will be used to pay for one time employee bonuses later in this fiscal year. 39 An additional $41,927 is approved to be used for the 20 year Retirement plan. The current plan provides for retirement after 25 years with cities in the Texas Municipal Retirement System. This plan will allow employees to retire after serving 20 years. Economic Development issues have become a top priority in recent years in an effort to expand employment opportunities. The General fund budget reflects this philosophy, $183,800 is budgeted to address these issues. ' That amount is composed of $133,800 for economic developments incentives, the other $50,000 is planned for the 2nd and last installment for the economic incentives agreed on for Sanderson Farms. There is $280,500, budgeted for special projects. $200,000 is, budgeted to continue the Thoroughfare Street Reconstruction Fund that was established in FY 96. This plan is to build a fund that will provide resources for thoroughfare and collector street rehabilitation in lieu of debt issuance. An additional $80,500 will beused as a loan repayment to the Electric fund for a portion of the Northgate Revitalization project. BEGINNING BALANCE REVENUES PROPERTY TAXES SALES TAX OTHER TAXES PERMITS PARKS AND RECREATION OTHER SERVICE CHARGES FINES AND FORFEITURES INVESTMENT EARNINGS MISCEUANEOUS RETURN ON INVESTMENT TOTAL REVENUES TOTAL FUNDS AVAILABLE EXPENDITURES AND TRANSFERS POLICE FIRE PUBLIC WORKS PARKS AND RECREATION LIBRARY DEVELOPMENT SERVICES ECONOMIC AND COMM DEV, OFFICE OF TECH. & INFO. SVS. FINANCE GENERAL GOVERNMENT PUBLIC AGENCY FUNDING CONTINGENCY ECONOMIC DEVELOPMENT SPECIAL PROJECTS GENERAL/ADMIN. TRANSFER NET EXPENDITURES INCREASE (DECREASE) IN FUND BALANCE ENDING FUND BALALNCE CITY OF COLLEGE STATION GENERAL FUND FUND SUMMARY FY 94-95 ACTUAL FY 95-96 REVISED BUDGET $ 3,841,077 $ 4,386,764 $ 2,365,740 8,887,016 606,715 523,725 542,211 639,492 1,003,547 371,953 374,861 4,915,250 $ 20,230,510 2,612,000 9,153,000 695,050 385,630 660,996 612,250 1,027,800 345,114 273,673 5,136,750 $ 20,902,263 $ 24,071,587 $ 25,289,027 $ 5,062,527 $ 5,240,868 3,882,571 3,980,640 2,428,728 3,934,785 3,698,816 4,131,590 367,393 374,943 2,123,946 1,925,757 O 545,930 2,003,962 1,787,359 1,643,592 1,462,178 1,283,483 1,633,608 155,813 115,985 O 204,795 O 183,800 0 280,500 (2,966,008) (3,717,791) $ 19,684,823 $ 22,084,947 $ 545,687 $ (1,182,684) $ 4,386,764 $ 3,204,080 FY 95-96 YEAR-END ACTUALS FY 96-97 BASE REQUEST FY 96-97 APPROVED BUDGET $ 4,386,764 $ 4,128,086 $ 4,128,086 $ 2,593,000 $ 2,702,000 $ 2,702,000 9,450,000 ' 9,733,500 ' 9,733,500 828,442 708,650 708,650 489,093 388,018 388,018 633,644 644,489 644,489 637,076 656,030 666,030 1,112,000 1,167,600 1,167,600 338,227 347,927 347,927 401,858 241,520 241,520 5,136,750 5,206,400 5,263,900 $ 21,620,090 $ ` 21,796,134 $ 21,863,634 40 $ 26,006,854 $ 25,924,220 $ 25,991,720 $ 5,257,444 $ , 5,555,859 $ 5,852,228 4,022,047 3,975,930 4,029,776 3,883,218 3,215,753 3,246,969 4,209,495 3,861,370 4,086,444 363,297 387,797 405,901 1,830,120 1,868,044 1,903,729 496,608 524,031 600,139 1,717,658 1,782,397 1,874,173 1,456,110 1,431,972 1,438,476 1,607,871 1,620,310 1,654,180 115,985 128,449 '' 128,449 132,406 350,000 370,953. 183,800 183,800 483,800 280,500 280,500 280,500 (3,677,791) (3,520,231) (3,807,274) $ 21,878,768 $ 21,645,981 $ 22,548,443 $ (258,678) ,$ 150,153 $ (684,809) $ 4,128,086 $ 4,278,239 3,506,187' CHANGE IN BUDGET FROM FY 96 TO FY 97 3.4596 6.3496 1.96%' 0.62% -2.5096 8.7896 13.6096 0.82% -11.7596 2.4896 4.6096 2.78% 11.67% 1.23% -17.4896 -1.0996 8.26% -1.14% 9.93%' 4.8696 -1.6296 1.26% 10.7596 81.1396 163.2296 0.0096 2.4196 2.10% 1111111110111011111 _. 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 as well as Utility Billing and the Energy Projects Fund. During FY 96, a number of divisions in the Electric fund moved into the General Fund, these include the Traffic Signals, Energy Management, and Communications divisions. At the beginning of FY 97, the Technical and Electrical Transmission/ Distribution divisions will be consolidated. Notable changes in expected revenues, by fund, are as follows: ElectricalElectricalfundlavenues. are budgeted to be $34,566,000 in FY 97. This is an increase of 2.6% over the FY 96 year end estimate. Residential and commercial electricity sales are expected to increase 2.8% based on the 10 year historical load and customer growth trend and the current purchased power contract with Texas Utilities. Electric rates will not increase in FY 97. Total expenditures for the Electric Fund are anticipated to be $37.1 million, an increase of approximately 15.3% over the FY 96 year end estimate. This increase is a result of many capital expenditures that are anticipated in FY 97. $1.4 million is budgeted for a new Utility Billing facility; $3.7 million is budgeted for capital projects; $500 thousand is budgeted for joint public/private economic development projects in the Northgate area; and another $500 thousand is budgeted for continuation of the fiber loop. There is also $789,242 included in the budget for service level adjustments. Approximately $1,557,900 of reductions occurred in the Electric fund without affecting current service levels. This amount includes $1,505,000 in one time expenditures on capital projects that has been removed. $38,900 was reduced in the elimination of an Administrative Manager position. An additional $14,000 was saved by reducing the equipment and fleet. WaterWateriund_revenue for FY 97 is estimated to be $6,686,600. This is a decrease of 5.5% from the FY 96 year end estimate. The reason for the decrease is the extremely dry weather in FY 96 Water sales are expected to be 10% over budgeted amounts in FY 96. Customer growth is projected to be about 1.5% based on historical 43 trends and overall economic indicators. There is no proposed rate change in FY96. Expenditures in the Water Fund are projected to be $6.0 million or a decrease of 2.5% over the FY 96 year end estimate. This decrease was the result of a combination of factors. Savings of $35,700 occurred because of the elimination of two positions, a Pump Station Operator and W/WW Operator. An additional $53,500 was saved by the removal of one time expenditures. in FY 96. The reduced budget includes $335, 879 in service level adjustments. Wastewater Fund revere iP is projected to increase by about $600,000 or 10% in FY 97 primarily due to an estimated rate increase of about 10%. The rate increase is necessary to cover debt service payments from the $10 million Carter Creek Treatment Plant improvements. Residential and commercial usage is projected to increase by 1.25%. Sewer tap revenue is projected to decrease from $150,000 to $100,000 due to, a projected slowdown in building activity to a more sustainable level. Wastewater Fund expenditures are projected to be $6,483,725, or an increase of 9.8% over the FY 96 year end estimate. This increase was primarily the result of an increase in the debt service transfer. The Wastewater Interest and Sinking Fund exceeded bond covenant requirements in FY 96, decreasing the amount necessary to transfer to debt service. There is also $128,662 in service level adjustments budgeted. Some reduction in expenditures occurred; the elimination of three operator positions for savings of. $53,500 and the removal of one time expenditures totaling $60,000. Combined Utility Revenue Bonds are issued to provide for capital expansion and replacements for the various utility services. Over the next five years it is projected that the City will issue an estimated additional $30.6 million the largest share for Wastewater. It is anticipated that the current rate schedules will be sufficient to cover the debt for the Electric and Water Funds. The Waste Water Fund is project to require rate increases totaling approximately 31% during that time. The Waste Water increased debt requirement results from additional plant capacity requirements due to growth and line and major collector system extensions. CITY OF COLLEGE STATION COMBINED UTILTIES FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 REVENUES ELECTRIC $ 34,311,532 $ 35,913,750 $ 32,772,600 $ 33,666,000 $ 33,666,000 #RFF1 WATER 6,511,002 6,300,100 7,010,100 6,614,700 6,614,700 4.9996 WASTEWATER 5,746,911 5,826,900 5,888,800 _' 5,913,900 6,489,200 11.3796 INVESTMENT EARNINGS 717,259 887,542 850,000 860,000 860,000 -3.1096 OTHER NONOPERATING 290,836 230,950 224,300 224,300 224,300 2.8896 TOTAL REVENUES $ 47,577,540 $ 49,159,242 $ 46,745,800 $ 47,278,900 $ 47,854,200 -2.65% EXPENDITURES AND TRANSFERS ELECTRIC OPERATIONS $ 4,162,861 $ 4,400,618 $ 4,256,257 $ 3,599,655 $ 4,388,897 -0.27% ELECTRIC PURCHASED POWER 23,517,000 18,077,152 18,940,951 19,000,000 19,000,000 5.1196 WATER OPERATIONS 2,174,862 2,419,792 2,440,238 2,159,727 2,495,606 3.1396 WASTEWATER OPERATIONS 2,367,135 2,518,922 2,487,695 2,360,873 2,489,535 -1.17% NET GENERAL/ADMIN. TRANSFERS 1,840,917 2,713,861 2,652,694 2,297,175 2,362,175 -12.96% CONTINGENCY 0 280,000 264,526 280,000 281,936 0.6996' TOTAL OPERATING EXPEND. AND TRANSFERS $ 34,062,775 $ 30,410,345 $ 31,042,361 $ 29,697,430 $ 31,018,149 2.0096 NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT $ 0 $ 58,000 $ 31,000 $ 58,000 $ 58,000 0.0096 OUTSIDE AGENCY FUNDING 165,000 173,667 157,000 176,000 176,000 1.3496 DEBT SERVICE TRANSFER 6,858,579 6,103,055 6,339,916 7,023,844 7,023,844 15.0996'." OTHER 0 ` 300,000 171,000 54,000 54,000 -82.0096 CAPITAL PROJECTS FUNDING 0 1,505,000 1,505,000 0 3,721,580 147.28% OTHER CAPITAL PROJECTS 0 0 0 1,445,000 - 2,445,000 N/A RETURN ON INVESTMENT 4,765,000 4,982,250 4,982,250 5,023,400 5,080,900 1.98% TOTALNONOPERATINGEXPEND. $ 11,788,579 $ 13,121,972 $ 13,186,166 $ 13,780,244 $ 18,559,324 - 41.44% TOTAL EXPENDITURES/TRANSFERS $ 45,851,354 $ 43,532,317 $ 44,228,527 $ 43,477,674 $ 49,577,473 13.8996 INCREASE (DECREASE) IN WORKING CAPITAL $ 1,726,186 $ 5,626,925 $ 2,517,273 $ 3,801,226 $ (1,710,614) BEGINNING WORKING CAPITAL $ 13,618,002 $ 15,344,188 $ 15,344,188 $ 17,861,461 $ 17,861,461 ENDING WORKING CAPITAL $ 15,344,188 $ 20,971,113 $ 17,861,461 $ 21,662,687 $ 16,150,847 CITY OF COLLEGE STATION ELECTRIC FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 REVENUES RESIDENTIAL $ 18,085,015 $ 18,366,000 $ 16,894,000 $ 17,207,000 $ 17,207,000 -6.3196 COMMERCIAL/INDUSTRIAL 15,597,808 16,952,000 15,288,000 15,883,000 15,883,000 -6.3196 OTHER SALES 67,085 74,750 69,600 73,000 73,000 -2.3496 OTHER OPERATING561,624 521,000 521,000 503,000 503,000 -3.45% INVESTMENT EARNINGS 619,337 642,342 700,000 700,000 700,000 8.9896 OTHER NONOPERATING 258,127 208,150 200,000 200,000 200,000 -3.9296 TOTAL REVENUES $ 35,188,996 $ 36,764,242 $ 33,672,600 $ 34,566,000 $ 34,566,000 -5.98% EXPENDITURES ANI) TRANSFERS ADMINISTRATION $ 841,483 $ 1,394,853 $ 1,290,547 $ 733,054 $ 767,258 -44.99% TECHNICAL 1,486,034 1,032,947 1,122,101 0 0 -100.0096 TRANS/DISTRIBUTION 1,835,344 1,972,818 1,843,609 2,866,601 3,621,639 83.5896 PURCHASED POWER 23,517,000 18,077,152 18,940,951 19,000,000 19,000,000 5.11% NET GEN./ADMIN. TRANSFERS 563,280 1,442,206 1,381,039 1,128,634 1,193,634 17.2496 CONTINGENCY 0 160,000 144,526 160,000 161,936 1.2196 TOTAL OPERATING EXPEND. AND TRANSFERS $ 28,243,141 $ 24,079,976 - $ 24,722,773 $ 23,888,289 $ 24,744,467 2.76% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT $ 0 $ 31,000 $ 31,000 $ 31,000 $ 31,000 0.0096 OUTSIDE AGENCY FUNDING 165,000 173,667 157,000 176,000 176,000 1.34% DEBT SERVICE TRANSFER 1,623,353 1,772,765 1,772,765 _ 2,109,180 2,109,180 18.98% OTHER 0 300,000 171,000 54,000 54,000 -82.0096 CAPITAL PROJECTS FUNDING 0 1,505,000 1,505,000 0 3,721,580 147.2896 OTHER CAPITAL PROJECTS 0 0 0 1,445,000 2,445,000 N/A RETURN ON INVESTMENT 3,600,000 3,773,500 3,773,500 3,773,500 3,773,500 0.0096 TOTAL NONOPERATING EXPEND. $ 5,388,353 $ 7,555,932 $ 7,410,265 $ 7,588,680 $ 12,310,260 TOTAL EXPENDITURES/ TRANSFERS $ 33,631,494 $ 31,635,908 $ 32,133,038 $ 31,476,969 $ 37,054,727 INCREASE (DECREASE) IN WORKING CAPITAL $ 1,557,502 $ 5,128,334 $ 1,539,562 $ 3,089,031 $ (2,481,609) BEGINNING WORKING CAPITAL $ 11,903,809 $ 12,463,780 $ 13,461,311 $ 15,000,873 $ 15,000,873 ENDING WORKING CAPITAL $ 13,461,311 $ 17,592,114 $ 15,000,873 $ 18,089,904 $ 12,519,264 46 62.92% 17.13% CITY OF COLLEGE STATION WATER FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 REVENUES RESIDENTIAL $ 3,167,929 $ 3,092,000 $ 3,401,000 $ 3,327,000 $ 3,327,000 7.60% COMMERCIAL/INDUSTRIAL 2,939,903 2,970,000 3,267,000 3,050,000 3,050,000 2.69% OTHER OPERATING 403,170 _ 238,100 342,100 237,700 237,700 -0.17% INVESTMENT EARNINGS 7,840 60,000 50,000 60,000 60,000 0.00% OTHER NONOPERATING 14,556 10,400 11,900 11,900 11,900 14.42% TOTAL REVENUES 6,533,398 $ 6,370,500 $ `7,072,000 $''6,686,600 $ 6,686,600 4.9696, EXPENDITURES AND TRANSFERS PRODUCTION $ 1,062,029 $ 1,330,068 $ 1,283,341 $ 1,092,241 $ 1,416,026 6.4696 DISTRIBUTION 891,024 984,530 1,051,739 971,356 983,221 -0.1396 ENGINEERING/SUPPORT 221,809 ( 105,194 105,158 96,130 96,359 -8.4096 NET GEN./ADMIN. TRANSFERS 713,635 822,575 ; 822,575 721,242 721,242 -12.32% CONTINGENCY 0 60,000 60,000 60,000 60,000 0.0096 TOTAL OPERATING EXPEND. AND TRANSFERS $ 2,888,497 $ 3,302,367 $ 3,322,813 $ 2,940,969 $ 3,276,848 -0.7796 NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT $ 0 $ 12,400 $ 0 $ 12,400 $ 12,400 0.00% DEBT SERVICE TRANSFER 2,277,142 2,010,900 2,247,761 2,088,273 2,088,273 3.8596 RETURN ON INVESTMENT 615,000 622,800 _ 622,800 661,500 661,500 6.2196 TOTAL NONOPERA11NG EXPEND. $ 2,892,142 $ 2,646,100 $ 2,870,561 $ 2,762,173 $ 2,762,173 4.3996 TOTAL EXPENDITURES/TRANSFERS $ 5,780,639 $ 5,948,467 $ 6,193,374 $ 5,703,142 $ 6,039,021 1.5296 INCREASE (DECREASE) IN WORKING CAPITAL $ 752,759 $ 422,033 $ 878,626 $ 983,458 $ 647,579 BEGINNING WORKING CAPITAL $ 90,401 $ 821,324 $ 843,160 $ 1,721,786 $ 1,721,786 ENDING WORKING CAPITAL $ 843,160 $ ' 1,243,357 $ 1,721,786 $ 2,705,244 $ 2,369,365 48 CITY OF COLLEGE STATION WASTEWATER FUND FUND SUMMARY FY 9596 FY 95-96 FY 9697 FY 9697 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 REVENUES RESIDENTIAL $ 4,750,043 $ 4,833,000 $ 4,833,000 $ 4,897,000 $ 5,386,700 11.46% COMMERCIAI,/INDUSTRIAL 828,270 874,000 847,000 856,000 941,600 7.73% OTHER OPERATING 168,598 ` 119,900 208,800 160,900 160,900 34.20% INVESTMENT EARNINGS 90,082 185,200 100,000 100,000 100,000 46.00% OTHER NONOPERATING 18,153 12,400 12,400 12,400 12,400 o.0096 TOTAL REVENUES 5,855,146 $ 6,024,500 $ ; 6,001,200 $ '6,026,300 '' $ 6,601,600 9.58%' EXPENDITURES AND TRANSFERS SEWER TREATMENT $ r 1,438,526 ` $ 1,611,557 $ 1,589,203 $ 1,465,074 $ 1,576,838 -2.1596 SEWER COLLECTION 928,609 907,365 898,492 895,799 912,697 0.5996 NET GEN./ADMIN. TRANSFERS 564,002 449,080 449,080 447,299 447,299 -0.4096 CONTINGENCY 0 60,000 ` 60,000 60,000 60,000 o.00% TOTAL OPERATING EXPEND. AND TRANSFERS 2,931,137 $ 3,028,002 $ 2,996,775 $ 2,868,172 $ 2,996,834 -1.0396 NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT $ 0 $ 14,600 $ 0 $ 14,600 $ 14,600 0.0096 DEBT SERVICE TRANSFER 2,958,084 2,319,390 2,319,390 2,826,391 2,826,391 21.8696 RETURN ON INVESTMENT 550,000 585,950 585,950 588,400 645,900 10.23% TOTAL NONOPERATING EXPEND. $ 3,508,084 $ 2,919,940 $ 2,905,340 $ 3,429,391 $ 3,486,891 19.4296 TOTAL EXPENDITURES/TRANSFERS INCREASE (DECREASE) IN WORKING CAPITAL BEGINNING WORKING CAPITAL ENDING WORKDING CAPITAL 6,439,221 $ 5,947,942 ` ' $ 5,902,115 $ 6,297,563 $ 6,483,725 (584,075) $ 76558 $ 99,085 $ (271,263) $ 117,875 1,623,792 $ 1,130,453 $ 1,039,717 $ 1,138,802 $ 1,138,802 1,039,717 $ 1,207,011 $ 1,138,802 $ 867,539 $ 1,256,677 50 9.0196 WASTEWATER FUND - SOURCES OF FUNDS INTEREST 2% COMMERCIAL 14% .111111111111111111111111 OTHER 3% RESIDENTIAL 81% WASTEWATER FUND - USES OF FUNDS ROI 10% OTHER 1% TREATMENT 24% DEBT SERVICE 44% ADMIN. TRANSFERS 7% 51 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, and Wastewater, and Drainage utilities. Revenues are projected to be $1,338,300, a decrease of 18.2%. Revenues in the Utility Billing Fund are received as service charges from the various enterprise funds. Service charges decreased in an effort to reduce the excessive fund balance in FY 96. The SLA revenues are to offset the added cost for the drainage utility. 53 Projected expenditures are $1,974,557, an increase of 25.2%. This is primarily due to a $430,000 capital outlay for a billing system. The $23,500 is for additional part-time/seasonal employees due to the anticipated workload associated with the Drainage Utility. CITY OF COLLEGE STATION UTILITY BILLING FUND FUND SUMMARY FY 9495 ACTUAL FY 95-96 FY 95-96 FY 96-97 FY 96-97 ' % CHANGE IN REVISED YEAR-END BASE APPROVED BUDGET FROM BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 BEGINNING BALANCE $ 836,006 $ 581,302 $ 581,302 $ 641,155 641,155 REVENUES AND SERVICE CHARGES SERVICE CHARGES $ 1,484,045 $ 1,596,700 $ 1,596,700 $ 1,298,300 $ 1,321,800 -17.2296 INVESTMENT INCOME 18,667 0 40,000 40,000 40,000 ' N/A TOTAL REVENUES AND SERVICE CHARGES $ 1,502,712 $ 1,596,700 $ 1,636,700 $ 1,338,300 $ 1,361,800 -14.7196 EXPENDITURES COLLECTIONS $ 842,226 $ 832,237 $ 831,904 $ 784,649 $ 809,706 -2.7196 METER SERVICES 268,831 266,811 267,137 285,837 286,427 7.3596 GENERAL AND ADMIN. TRANSFERS 406,803 474,800 474,800 418,424 418,424 -11.8796 CONTINGENCY 0 30,000 0 30,000 30,000 0.0096 CAPITAL OUTLAY 239,556 213,600 3,006 430,000 430,000 101.3196 TOTAL EXPENDITURES $ 1,757,416 $ 1,817,448 $ 1,576,847 $ 1,948,910 $ 1,974,557 8.6496 INCREASE (DECREASE) IN FUND BALANCE $ (254,704) $ (220,748) $ . 59,853 $ (610,610) $ (612,757) ENDING FUND BALANCE $ 581,302 $ 360,554 $ ` 641,155 $ 30,545 $ 28,398 54 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 green activities to help reduce the amount of solid waste deposited into the landfill. Revenues for, the Sanitation Fund are expected to be $3,777,200 in FY 97. This is an increase of approximately 2.9% over the FY 96. year end estimate. The residential and commercial customer bases are expected to grow by 2% and 3% respectively based on analysis of building permits and population growth. There is no rate increase scheduled for FY97. 57 Operating expenditures for the Sanitation Fund in FY 97 are expected to decrease 2.45% from FY96. The approved SLA is for the purchase of five roll -off containers ($15,000) to provide greater capacity for apartment complex collection. There is $8,200 budgeted for economic development incentives as approved by the City Council, and $17,000; of funding for Brazos Beautiful. CITY OF COLLEGE STATION SANITATION FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 REVENUES RESIDENTIAL $ 1,994,575 $ 2,039,700 $ 2,142,000 $ 2,184,800 COMMERCIAL/INDUSTRIAL 1,297,238 1,292,800 1,331,700 _ 1,371,500 OTHER OPERATING 95,711 42,900 72,450 95,900 INVESTMENT EARNINGS 91,417 90,000 100,000 100,000 TRANSFER & OTHER 53,253 22,750 25,000 25,000 TOTAL REVENUES $ 2,184,800 7.1196 1,371,500 6.0996 95,900 123.5496 100,000 11.1196 25,000 9.8996 3,532,194 $ 3,488,150' $ 3,671,150 $ 3,777,200 $ 3,777,200 8.29% EXPENDITURES AND TRANSFERS RESIDENTIAL $ 1,430,435 $ 1,434,167 $ 1,416,309 $ 1,410,860 $ 1,412,153 -1.5396` COMMERCIAL 1,169,851 1,141,600 1,063,175 1,063,175 1,197,823 4.9296 GENERAL & ADMIN. TRANSFERS 428,976 500,000 _ 505,500 380,408 380,408 -23.9296 OUTSIDE AGENCY FUNDING 8,500 8,500 8,500 17,000 17,000 100.00% CONTINGENCY 0 52,185 42,185 ' 52,185 52,185 0.0096 TOTAL OPERATING EXPEND. AND TRANSFERS 3,037,762 $ 3,136,452 $ 3,035,669 $ 2,923,628 $ 3,059,569 -2.4596 NONOPERATING EXPENOTIURES ECONOMIC DEVELOPMENT $ 0 ; $ 8,200 $ 0 $ 8,200 $ 8,200 0.00% DEBT SERVICE TRANSFER 240,454 240,028. 240,028 240,028 240,028 0.00% RETURN ON INVESTMENT 150,000 154,500 154,500 183,000 183,000 18.4596 TOTAL NONOPERATING EXPENDITURES ' $ 390,454 $ 402,728 $ 394,528 $ 431,228 $ 431,228 7.08% TOTAL OPERATING AND NONOPERATING EXP & TRANSFERS INCREASE (DECREASE) IN WORKING CAPITAL BEGINNING WORKING CAPITAL ENDING WORKING CAPITAL 3,428,216 $ 3,539,180 $ 3,430,197 $ 3,354,856 $ 3,369,856 -4.78% $ 103,978 $ (51,030) $ 240,953 ' $ 422,344 $ 407,344 $ 725,332 $ 829,310 $ 829,310 $ 1,070,263 $ 1,070,263 $ 829,310 $ 778,280 $ 1,070,263 $ 1,492,607 $ 1,477,607 58 COMMERCIAL 36% DEBT SERVICE 7%. g{},.:F. ...ff: rc}>:,,,,'•:'•,,:::::o:}:•>:: RESIDENTIAL ADMIN. TRANS. c;;E+.r.�::�:::.r••::•::::.}:'>.�:>�>:�: k.:t•>�•}:•.^..'•}:a:•} :•: t r: r. 419611% 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. Hotel/Motel tax revenue is projected to increase 2% in FY 97. This is a conservative estimate based on the historical trend and expectations of slightly higher occupancy rates. Conference Center rentals, are another source of revenue for the Hotel/Motel Fund. For FY 97 this revenue is projected to remain constant at $60,000. Some other major sources of revenue are Wolf Pen Creek concessions and ticket sales and Northgate building rentals. Wolf Pen Creek revenues are expected to remain fairly constant at about $51,000 for FY 97. Property rental of Northgate buildings owned by the City is expected to produce revenues of about $30,000 in FY 97. During 1996, a Tourism Ad hoc Committee was formed. The Committee is composed of members who have an interest in how Hotel/Motel funds are expended and in developing programs to enhance tourism in the future. 61 Expenditures in the Hotel/Motel Fund are projected to be $1,517,534 or a decrease of 7.1% from the FY 96 year end estimate. This is primarily due to the increase of outside agency funding. The Outside Agency funding in the Hotel/Motel fund budget is equal to $880,350. The Bush Library Committee has maintained its', current level of funding. The Noon Lions Club and SCA Student Ambassador program have moved to the General Fund to more appropriately account for future expenditures. The Convention & Visitors Bureau has requested an increase in funding of $52,950 to expand its' advertising activities, for a total of $502,950. The Convention & Visitors Bureau also requested an additional $99,500 to promote College Station in an effort to increase the number of sporting events that come to the City. The Arts Council has requested an increase in funding of $15,000 for a total of $170,000. There is a $6,100 decrease in the amount of funding received by the Bryan/College Station Athletic Federation for a total of $7,900. There is $57,500 budgeted to repay an interfund loan which was started in FY 96. An additional $50,000 is budgeted for the new Convention Center in Northgate. There is also $90,000 in service level adjustments budgeted for FY 97. BEGINNING FUND BALANCE REVENUES TAXES TICKETS & CONCESSIONS RENTALS INVESTMENT EARNINGS INTERFUND LOAN OTHER TOTAL REVENUES EXPENDITURES AND TRANSFERS CRY OPERATIONS CONFERENCE CENTER CONFR.'CENTER DEBT SVC PARKS PROGRAMS & EVENTS WOLF PEN CREEK OPERATIONS OTHER PROJECTS NORTHGATE REVITALIZATION NORTHGATE DEBT SERVICE TOTAL CITY OPERATIONS ORGANIZATIONS CONVENTION & VISITORS BUREAU CVB ATHLETIC EVENTS COORDINATOR ARTS COUNCIL B -CS ATHLETIC FEDERATION JULY 4TH FIREWORKS SISTER CITY STUDENT AMB. TAMU TRAIN STATION BALLOON CLASSIC BUSH LIBRARY COMMITTEE AGGIE SWIM CLUB TOTAL ORGANIZATIONS CONTINGENCY TOTAL OPERATING EXPENSES AND TRANSFERS INCREASE (DECREASE) IN FUND BALANCE ENDING FUND BALANCE CITY OF COLLEGE STATION HOTEL/MOTEL FUND FUND SUMMARY FY 95-96 FY 95-96 FY 94-95 REVISED. YEAR-END ACTUAL BUDGET ESTIMATED FY 96-97 FY 96-97 % CHANGE BASE APPROVED FROM ORIGINAL REQUEST BUDGET BUDGET $ 250,069 $ 508,342 $ ,' 508,342 $ 579,975 1,221,579 $ 1,291,600 39,711 60,000 67,905 60,000 24,744 37,900 250,000 0 15,727 4,300 1,619,666 $ 1,453,800 210,979 0 159,735 234,180 4,915 132,459 0 742,268 420,500 0 155,000 16,675 5,950 8,500 0 5,000 7,500 0 230,932 15,043 161,000 130,536 10,000 417,541 57,500 1,022,552 450,000 0 155,000 14,000 6,500 9,000 50,000 0 51,000 15,400 1,300,150 $ - 1,326,100 50,500 51,000 90,000 90,000 36,000 36,000 O 0 4,800 4,800 579,975 $ 1,326,100 51,000 90,000 36,000 0 4,800 1,481,450 $ 1,507,900 $ 1,507,900 225,898 $ 215,217 $ 215,217 15,043 0 0 159,641 146,378 236,378 70,368 98,089 98,089 158 0 " 0 116,595 0 0 58,614 57,500 107,500 646,317 $ 517,184 $ 657,184 450,000 $ 450,000 $ O 0 155,000 155,000 14,000 7,900 6,500 0 9,000 0 50,000 0 O 0 51,000 50,000 15,400 0 502,950 99,500 170,000 7,900 0 0 0 0 50,000 0 619,125 $ 750,900 $ 750,900 $ 662,900 $ 830,350 0 $ 30,000 $, 12,600 $ 30,000 $ 30,000 1,361,393 $ 1,803,452 $ 1,409,817 $ 1,210,084 $ 1,517,534 258,273 $ (349,652) $ 71,633 $ 297,816 $ (9,634) 50%342 $ 158,690 $ 579,975 $ 877,791 $ 570,341 62 14.09% 2.67% -15.00% 50.00% -5.01% 0.00% 11.63% 3.72% -6.81% -100.00% 46.82% -24.86% 0.00% 0.00% 86.96% -35.73% 11.77% 0.00% 9.6846 43.57% 0.00% 0.00% 0.00% 0.00% 1.96% -100.0096 10.58% 0.00% -15.85% NORTHGATE DEBT 7% BUSH LIBRARY 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 citizens. This fund pays for the direct operating costs (minus approximately $40,000 of unreimbursable expenses that the General Fund pays for) of the Community Development activity center which is part of Economic and Development Services Department. There are two grants for FY 97. The Community Development Block Grant (CDBG) is a federal entitlement program that provides the basic funding for the, general programs and administration. The HOME grant is a yearly entitlement grant that offers administrators flexibility in the use of funds. The city uses this grant for owner occupied rehabilitation assistance and optional relocation. The current HOME grant allocation was based on a formula that included criteria such as the age and condition of a community's housing stock, incidents of overcrowding, and the demographic characteristics of its citizens. The Community Development Fund is anticipated to receive $350,000 from proceeds of the sale and operation of the Cedar Creek Apartments. These funds will be used to provide innovative housing programs in the community. 65 For FY 97, the city has approximately $3.05 million in authorization from the federal government. This number is comprised of new authorization and remaining authorization from prior, fiscal years. For FY 97, there is approximately $2.2 million of new authorization as follows: Housing Assistance Rehabilitation Optional Relocation Program Home Buyers Assistance Demolition/Clearance Acquisitions Affordable Housing Commercial Rehab. Interim assistance Public Facilities/Streets Economic Development Public Services Administration CHODO (set-aside) $185,000 70,000 363,681 179,120 30,000 110,000 350,000 80,000 6,000 70,640 100,000 199680 338,845 71,700 For FY 97, there is $846,451 in remaining authorization as follows: Comm. Rehabilitation Clearance/Demolition Acquisition Public Facilities/Streets Opt. Relocation Program Administration Housing Assistance Home Buyers assistance CHDO Public Services $30,000 25,335 47,000 82,500 269,660 18,000 289,056 24,000 28,650 32,250 • CITY OF COLLEGE STATION COMMUNITY DEVELOPMENT FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 96 TO FY 97 REVENUES GRANTS $ _1,763,562 $ 2,728,643 $ 2,173,557 $ 2,557,000 $ 2,557,000 -6.2996 LOAN REPAYMENTS 10,879 10,700 10,700 20,000 20,000 86.92% INTEREST ON LOANS 7,473 9,800 6,000 10,000 10,000 2.0496 CONTRIBUTIONS 0 0 0 0 0 N/A OTHER 33,164 0 384,000 155,000 155,000 N/A TOTAL REVENUES 1,815,078 $ 2,749,143 $ 2,574,257 $ 2,742,000 ', $ 2,742,000 -0.2696 EXPENDITURES AND TRANSFERS RENTAL REHABQITATION $ 99,644 $ 450,000 $ 450,000 $ 70,000 $ 70,000 -84.4496 HOUSING ASSISTANCE 0 233,977 (55,079) 474,056 474,056 102.6196 OPTIONAL RELOCATION FROG. 717,983 648,125 378,465 633,341 633,341 -2.2896 PROGRAM DELIVERY 0 50,000 50,000 50,000 50,000 0.0096 REIMURSED ADMINISTRATIVE 338,463 338,605 320,605 356,845 356,845 5.3996 PUBLIC AGENCY FUNDING 153,961 190,500 158,250 232,110 232,110 21.84% ACQUISITIONS 24,738 261,563 214,563 157,000 157,000 -39.98% INTERIM ASSISTANCE 3,864 5,000 5,000 6,000 6,000 20.0096 PUBLIC FACILITIES/STREETS 664,332 414,731 332,231 153,140 153,140 -63.0796 CLEARANCE/DEMOLITION 70,666 66,500 41,165 55,335 55,335 -16.7996 HOMEBUYER'S ASSISTANCE 0 0 (24,000) 203,120 203,120 N/A AFFORDABLE HOUSING PROGRAM 0 0 0 350,000 350,000 N/A COMMERCIAL REHAB 0 0 (30,000) 110,000 110,000 N/A ECONOMIC DEVELOPMENT 0 0 0 100,000 100,000 N/A TRAINING/OTHER 0 10,992 10,992 0 0 -100.0096 CHDO (SET ASIDE) 0 58,650 30,000 100,350 100,350 71.1096 TOTAL OPERATING EXPENSES AND TRANSFERS $ 2,073,651 $ 2,728,643 $ 1,882,192 - $ 3,051,297 $ . 3,051,297 11.8296 EXPENDITURES UNDER (OVER) REVENUES $ (258,573) $ 20,500 $ 692,065 $ (309,297) $ (309,297) BEGINNING FUND BALANCE $ (83,492) $ 73,841 $ (342,065) $ 350,000 $ 350,000 ENDING FUND BALANCE $ (342,065) $ 94,341 $ 350,000 $ 40,703 $ 40,703 66 OTHER INTEREST ON LOANS. 6% LOAN REPAYMENTS 1% COMMUNITY DEVELOPMENT FUND - USES OF FUNDS CHODO(SET ASIDE) 4% CLEARNCE/DEMO. 2% AQUISITIONS 7% �illlillllll WOLF PEN CREEK TAX INCREMENT FINANCING (TIF) FUND The Wolf Pen Creek TIF Fund is a new fund that will account for ad valorem tax and other revenues that are accrued to the WPC district. The fund will also account 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). The ad valorem revenue estimate of $137,000 is based on a captured value of about $5.5million. 68 The expenditures in this fund are all Service Level Adjustments (SLA's). An amount of $102,000 is proposed to fund capital projects. The other SLA of $35,000 is for a design for some facilities to address the long-term drainage issues in the area of the TIF and to address the Master Plan for the area. The new building would allow the unsightly mobile building that is currently used to be removed. CITY OF COLLEGE STATION WOLF PEN CREEK TIF FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 FY 94-95 REVISED YEAR-END BASE PROPOSED ACTUAL BUDGET ESTIMATE REQUEST BUDGET BEGINNING BALANCE $ 0 $ 0 $ 0 $ REVENUES AD VELOREM TAXES ETC. $ 0 $ 0 $ 0 $ 137,000 $ 137,000 INVESTMENT EARNINGS 0 0 0 1,500 1,500 OTHER 0 0 0 0 0 TRANSFERS 0 0 0 0 0 PROCEEDS FROM LONG TERM DEBT 0 0 0 0 0 TOTAL REVENUES $ 0 $ 0 $ 0 $ 138,500 $ 138,500 TOTAL FUNDS AVAILABLE $ 0 $ 0 $ ` 0 $ 138,500 $ 138,500 EXPENDITURES AND TRANSFERS, CAPITAL PROJECTS ENGINEERING CONTINGENCY TOTAL OPERATING EXPENSES AND TRANSFERS 102,000 0 0 0 0 35,000 1,500 138,500 INCREASE (DECREASE) IN FUND BALANCE $ 0 $ 0 $ 0 $ 138,500 $ 0 ENDING FUND BALANCE $ 0 $ 0 $` 0 $ 138,500 $ 0 69 SELF INSURANCE FUNDS 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. 71 Revenues are based on the actual amounts assigned to the various operating activity centers. Increases in revenues are due to changes in rates charged and increases in the number of employees, covered equipment, and buildings and other factors. There is one Service Level Adjustment for the Insurance Fund in FY 97 for the amount of $4,000. This amount will fund consulting services to facilitate the insurance bidding process that the, City conducts every 3 years. CITY OF COLLEGE STATION SELF INSURANCE FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE REQUEST BUDGET FY 96 TO FY 97 BEGINNING BALANCE $ 801,978 $ 927,093 $ 899,242 $ 1,311,012 $ 1,311,012 REVENUES CITY. CONTRIBUTIONS $ 2,370,475 $ 2,307,260 $ 2,345,650 $ 2,337,645 $ 2,337,645 1.32% EMPLOYEE CONTRIB 518,123 490,000 521,297 525,000 525,000 7.14% COBRA 56,181 55,500 35,453 37,000 37,000 -33.33% INVESTMENT EARNINGS. 54,097 76,000 98,100 97,800 97,800 28.68% OTHER 9,545 2,000 5,809 5,000 5,000 150.00% TOTAL REVENUES $ 3,008,421 $ 2,930,760 $ 3,006,309 $ 3,002,445 $ 3,002,445 2.45% TOTAL FUNDS AVAILABLE $ 3,810,399 $ 3,857,853 $ 3,905,551 $ 4,313,457 $ 4,313,457 11.81% EXPENDITURES AND TRANSFERS CLAIMS $ 1,768,642 $ 1,929,500 $ 1,729,168 $ 2,068,500 $ 2,068,500 7.20% ADMINISTRATION FEE 142,879 84,700 126,086 134,100 134,100 58.32% PREMIUMS 874,777 688,650 610,075 574,800 574,800 46.53% GENERAL & ADMINISTRA 101,040 98,330 98,330 99,008 103,008 4.76% OTHER OPERATING 7,036 34,500 20,540 34,500 34,500 0.00%, OTHER NON-OPERATING 3,299 1,000 10,340 10,500 10,500 950.00% TOTAL OPERATING EXPENSES AND TRANSFERS $ 2,897,673 $ 2,836,680 $ 2,594,539 $ 2,921,408 $ 2,925,408 3.13% INCREASE (DECREASE) IN FUND BALANCE $ 110,748 $ 94,080 $ 411,770 $ 81,037 $ 77;037 ENDING FUND BALANCE $ 899,242 $ 1,021,173 $ 1,311,012 $ 1,392,049 $ 1,388,049 72 46% EQUIPMENT REPLACEMENT / MAINTENANCE FUND The Equipment Replacement / Maintenance Fund is established to meet the City's fleet maintenance needs and an ongoing need to replace vehicles and equipment at the end of their economically useful life. The fund receives revenues from each of the City's departments. These revenues are based on anticipated maintenance costs of the existing fleet, annualized anticipated equipment replacement cost, and the Fleet Services Division operating budget. This is the first year in which all fleet repair funds, equipment replacement funds, and the Fleet Services Division operations budget has been consolidated. It is anticipated this arrangement will result in lower fleet repair expenditures and an increase in the overall quality of the City's fleet and equipment. Estimates for annual funding levels have been developed using a number of techniques which forecast fleet maintenance costs, vehicle and equipment replacement needs, and anticipated replacement costs. The policies which were approved to set up the fund are as follows: 1. All authorized existing fleet equipment will be replaced through the equipment replacement fund. Unauthorized equipment will be replaced by other used equipment or 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 piece of equipment assigned to that department. 3 Fleet Services will be responsible for making mechanical inspections of all fleet vehicles and making recommendations as to whether it meets the mechanical guidelines for replacement. 4 No fund will be allowed to replace equipment in any given year in excess of the net contributions. 5 A team made up of representatives from user departments and financial services will review fleet replacement lists to ensure that 75 the guidelines are being met and that funds are available to replace needed equipment. The Base Budget Revenues for the fund reflect the above policies. The revenues are automatically transferred from departmental budgets on a monthly basis in order to make sure that sufficient funds will always be available to fund equipment purchases. The revenues for FY 97 are 33.83% higher than FY 96. This is primarily due to the transfer of the Fleet Services operations budget into the newly consolidated fund. The expenditure budget is primarily for Fleet Services operations, replacement of vehicles and equipment, phone system, and 800 MHz system purchases. The approved budget is approximately $1.87 million or 3.86% more than the FY 96 budget. Considering the consolidation this increase may seem low. The FY 97 replacement costs are about one-half of what would be expected which accounts for the modest rise in the budget. It is anticipated that after FY 97 vehicle and equipment replacement costs will average $1.3 to $1.7 million annually. The telephone system was purchased out of the available resources of the fund in FY 94 and the cost is being repaid at approximately $88,000 per year. The charges are prorated among the various departments based on the number of radios each department has. The amount is anticipated to continue after the interfund loan has been recovered in order to replace the radio system in the future. In a similar fashion the 800 MHz radio system was purchased in FY96. The new system is expected to become operational in early FY 97. The 800 MHz system, like the phone system, will be charged to user departments with total annual payments of $186,000 expected. These payments will continue after the interfund loan has been recovered in order to provide funds for a future replacement of the system. BEGINNING WORKING CAPITAL CITY OF COLLEGE STATION EQUIPMENT REPLACEMENT/MAINTENANCE FUND. FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 96 CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET : ESTIMATE REQUEST BUDGET FY 96 TO FY 97 832,577 $ 2,693,410 $ 2,693,410 1,122,167 $ 1,122,167 REVENUF-S GENERAL FUND FLEET $ 876,616 $ 647,430 $ 647,430, $ 606,100 $ 606,100 -6.3896 ELECTRIC FUND FLEET 158,024 161,010 161,010. 138,800 138,800 -13.79% WATt!1 FUND FLEET 72,605 98,590 98,590 57,600 57,600 -41.58% WASTEWATER FUND FLEET 225,913 203,500 203,500 145,500 145,500 28.5096 SOLID WASTE FUND FLEET 520,716 358,620 358,620 279,700 279,700 22.0196 UTILITY BILLING FUND FLEET 0 0 0 11,500 11,500 N/A FLEET MAINTENANCE 0 0 0 14,000 14,000 N,'A FLEET MAINTENANCE CHARGES 0 0 0 958,000 958,000 N/A PHONE SYSTEM CHARGES 81,180 87,650 87,650 87,040 87,040 -0.7096 800 MHZ CHARGES 0 186,000 186,000 186,000 186,000 0.0096 INVESTMENT EARNINGS 89,357 80,000 190,000 102,500 102,500 28.1396 TOTAL REVENUES 2,024,411 $ 1,822,800 1,932,800 $ 2,586,740 2,586,740 41.9196 EXPENDITURES/FLEET REPLACEMENT, GENERAL FUND $ 624,916 $ 1,102,244 $ 1,016,922 $ 287,840 $ 287,840 - -73.8996 ELECTRIC FUND 26,252 38,500 ' 0 - 0 0 -100.00% WATER FUND 47,926 45,000 47,298 26,200 26,200 - 41.7896. WASTEWATER FUND, 137,901 103,000 80,057 27,600 27,600 73.2096 SOLID WASTE FUND 545,269 92,000 81,466 170,400 170,400 85.2296 FLEET REPLACEMENT EXPENDITURES 1,382,264 $ 1,380,744 1,225,743 $ 512,040 $ '.512,040 . -62.9296 OTHER EXPENDITURES PHONE SYSTEM PURCHASE $ 5,284 $ 5,000, $ 5,000 $ 5,000 $ 60,000 1100.00% 800 MHZ SYSTEM PURCHASE 0 2,527,300 2,273,300 300,000 300,000 -88.1396 FLEET MAINTENANCE EXPENDITURES 0 0 0 840,962 855,396 N/A DEBT SERVICE TRANSFER 6,030 186,000 0 0 0 -100.0096 GENERAL & ADMIN.TRANSFERS 0 0 0 89,848 89,848 N/A CONTINGENCY "0 35,000 �.0 50,000 50,000 42.8696 OTHER EXPENDITURES $ 11,314 $ 2,753,300 $ 2,278,300 $ 1,285,810 $ 1,355,244 -50.78% NON -REVENUE SOURCES DEBT PROCEEDS $ (1,230,000) $ 0 $ 0 $ 0 $ 0 N/A INTERFUND LOANS 0 (1,298,000) 0 0 0 100.0096 TOTAL NET EXPENDITURES $ 163,578 $ 2,836,044 $ 3,504,043 $ 1,797,850 $ 1,867,284 -34.1616 INCREASE (DECREASE) IN WORKING CAPITAL $ 1,860,833 $ (1,013,244) $ (1,571,243) $ 788,890 $ 719,456 ENDING WORKING CAPITAL $ 2,693,410 $ 1,680,166 $ 1,122,167 $ 1,911,057 $ ' 1,841,623 76 111111111111101 \\\\ GEN. FUND 32% 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 is continuing to review its debt management policies and to address the particular concerns and needs of the citizens. Basically, the city issues debt only to, meet capital needs. 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 College Station's current ad valorem tax rate is $0.4427 which would allow the city to legally increase its rateby more than four times the current rate. If all of that capacity were used for debt service, the city could legally increase its annual debt service requirement by more than seven (7) times the current budget amount. Current policy is to maintain at least 15% of annual appropriated expenditures for debt service 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: Bond Type General Obligation Utility Revenue Standard & Poor's A+ A+ Moody's A-1 A-1* * The Utility Revenue Bonds Series 1990 were insured subsequent tobeing independently rated and currently have ratings of AAA and Aaa, respectively. Revenues, in the Debt Service Fund are anticipated to increase in FY 97 by 3.5%, 79 reflecting the increased taxable base in College Station. The ad valorem debt service tax rate will remain 28.25 cents/$100 valuation for FY97. The voters approved a total of $22.5 million in general obligation debt in March, 1995. It is anticipated that the debt service tax rate will remain the same through the issuance of those bonds. It is anticipated that the city will issue $5.3 million of GOBs, $7.4 million in URBs and $7.7 million in COs in FY 97. There are operating impacts particularly related to the issuance of the GOBs and the COs. The budget impact is anticipated to have greatest impact on the FY 97-98 budget when the new and expanded library will be complete. The CO issue anticipates continued technology purchases and new services provided within College Station. It is anticipated that the debt service for the facility to be provided through $7.0 million in COs will paid from a combination of Community Development Block Grant Fund, Hotel/Motel Tax Funds and tax increment financing. The operating costs will probably be offset through increased Hotel/Motel tax revenues and facility use charges. This section contains a schedule of requirements and a summary of requirements for all General Obligation bonds and Contract Obligation bonds. The detail information for each individual General Obligation bond and Contract Obligation bond is found in Appendix I. In addition, the schedule of requirements and the individual detail information for all Utility Revenue bonds are also found in Appendix I. BEGINNING BALANCE CITY OF COLLEGE STATION DEBT SERVICE FUND FUND SUMMARY FY 95-96 FY 95-96 FY 96-97 FY 96-97 % CHANGE IN FY 94-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 96 TO FY 97 $ 1,381,755 $ 1,837,098 $ 1,867,714 $ 1,122,470 $ 1,122,470 REVENUES ADVALOREM TAXES, ETC. $ 4,124,236 $ 4,547,000 $ 4,547,000 $ 4,770,000 $ 4,770,000 4.90% INVESTMENT EARNINGS 279,256 150,000 160,000 160,000 160,000 6.6796 OTHER 46,492 99,513 99,513 0 0 -100.0096 TRANSFERS 0 100,000 100,000 150,000 150,000 50.0096' PROCEEDS FROM LONG TERM DEBT 3,400,060 0 0 0 0 N/A TOTAL REVENUES $ 7,850,044 $ 4,896,513 $ 4,906,513 $ 5,080,000 $ 5,080,000 3.7596 TOTAL FUNDS AVABABLE $ 9,231,799 $ 6,733,611 $ '6,774,227 $ 6,202,470 $ 6,202,470 7.8996 EXPENDITURES AND TRANSFERS GENERAL OBLIGATION BONDS $ 3,756,809 $ 5,040,948 $ 5,040,948 $ 3,893,479 $ 3,893,479 22.76% CERTIFICATES OF OBLIGATION 3,550,534 590,809 590,809 1,122,555 1,122,555 90.0096 AGENTS FEES, OTHER COSTS " 56,742 20,000 20,000 60,000 60,000 200.0096 TOTAL OPERATING EXPENSES AND TRANSFERS $ 7,364,085 $ 5,651,757 $ `5,651,757 $ 5,076,034 $ 5,076,034 -10.1996 INCREASE (DECREASE) FUND BALANCE ENDING FUND BALANCE 485,959 $" (755,244) $ (745,244) $ 3,966 $ 3,966 1,867,714 $ 1,081,854 $ 1,122,470 ' $ 1,126,436 $ 1,126,436 80 idogyilui1pll 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 due to the economies of scale offered by a larger operation. Revenues for BVSWMA are projected to decrease by 4.9% from FY 96 year end estimate. Landfill charges have increased, but are partially offset by recycling and waste reduction programs. Some one-time revenues from grants, other contributions, and the sale of surplus property occurred in FY 96. Additionally, The City of Bryan's decision to contract out for wood chipping will reduce rental income by $30,000, BVSWMA will sell the tub grinder by sealed bid. 83 Approved expenditures for Landfill Operations are $2,114,588 which reflects a 43.3%decrease from the FY 96 revised budget. The majority of this decrease results from a reduction in costs due to the completion of the Lick Creek Relocation and the Fill Sector 13 Development projects. There is also a significant drop in equipment operation and maintenance expenses resulting from the equipment conversion program and revised operating procedures. Additionally, this budget includes several approved service level adjustments. The Administration budget is $924,744 which represents a 14% decrease in expenditures from the FY 96 revised budget. This decrease results from the approved service level adjustments budgeted for FY 97. Non -departmental expenses for the FY 97 budget are estimated at $1,117,495 which represents a 16.4% decrease below the FY 96 revised budget. This is primarily due to the decrease of interest payments this fiscal year. CITY OF COLLEGE STATION BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY FUND SUMMARY FY 1995-96 FY 1995-96 FY 1996-97 FY 1996-97 96 CHANGE IN FY 1994-95 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 96 TO FY 97 REVENUES LANDFILL CHARGES $ 3,364,965 $ 3,402,500 $ 3,250,625 $ 3,262,478 $ 3,262,478 -4.12% SEREST 115,137 100,000 135,816 136,000 136,000 36.00% OTHER 36,639 131,120 263,737 73,400 73,400 -44.0296 TOTAL REVENUES 3,516,741 $ 3,633,620 $ 3,650,178 $ 3,471,878 $ 3,471,878 4.486 EXPENDITURES AND TRANSFERS LANDF111.-0PERATIONS $ 2,296,809 $ 3,030,416 $ 2,821,711 $ 1,244,108 $ 2,114,588 -30.22% ADMINISTRATIVE 865,877 1,053,030 724,962 336,669 924,744 12.1896 PRINCIPAL PAYMENTS 272,593 446,905 386,506 437,194 437,194 -2.17% INTEREST PAYMENTS 146,628 295,531 127,847 108,871 108,871 -63.16% TRANSPORTATION - BRYAN 50,000 50,000 50,000 50,000 50,000 0.0096 POST CLOSURE COST 240,000 250,000 250,000 250,000 250,000 0.0096 GENERAL & ADMIN. TRANSFERS 150,000 150,000 150,000 150,000 150,000 0.0096 CONTINGENCY 0 85,000 "0 85,000 121,430 42.8696 TOTAL OPERATING EXPENDITURES AND TRANSFERS INCREASE (DECREASE) IN WORKING CAPITAL FROM OPERATIONS WORKING CAPITAL/ OCTOBER 1 WORKING CAPITAL/ SEPTEMBER 30 4,021,907 $ 5,360,882 $ 4,511,026 $ 2,661,842 $ 4,156,827 -22.4696 (505,166) $ (1,727,262) $ (860,848) $ 810,036 $" (684,949) -60.3496< 2,433,304 $ 1,928,138 $ 1,928,138 $ 1,067,290 $ 1,067,290 -44.6596 1,928,138 $ 200,876 $ 1,067,290 $ 1,877,326 $ 382,341 90.3496 84 BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY - SOURCES OF FUNDS BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY - USES OF FUNDS .,dIIIIIIIIIfIIIIIIIIIIiiiilllmiti iiiiuiit ORDINANCE NO. 2207 AN ORDINANCE ADOPTING A BUDGET, FOR THE 1996-97 FISCAL YEAR AND AUTHORIZING EXPENDITURES AS THEREIN PROVIDED. WHEREAS, a proposed budget for the fiscal year October 1, 1996 to September 30, 1997, was prepared and a public hearing held thereon as proscribed by law and the Charter of The City of College Station, Texas, notice of said hearing having first been duly given; NOW THEREFORE BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF COLLEGE STATION, TEXAS: That the aforesaid proposed budget, which is made a part hereof to the same extent as if set forth at length` herein, is hereby adopted, and a copy of which is on file in the Office of the City Secretary in College Station, Texas; and That authorization is hereby granted for the expenditure of the same under the respective items contained in said budget with the approved fiscal procedures of the City. PASSED AND APPROVED THIS 12th DAY OF SEPTEMBER, 1996. ATTEST: vo APPROVED: LynnMcllh ney o Lynn Mcllhaney, Mayor Connie Hooks, City Secretary 86 ORDINANCE NO. 2208 AN ORDINANCE LEVYING THE AD VALOREM TAXES FOR THE USE AND SUPPORT OF THE MUNICIPAL GOVERNMENT OF THE CITY OF COLLEGE STATION, TEXAS, AND PROVIDING FOR THE GENERAL DEBT SERVICE FUND FOR THE YEAR 1996-97 AND APPORTIONING EACH LEVY FOR THE SPECIFIC PURPOSES. BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF COLLEGE STATION, TEXAS, THAT: SECTION 1. That there is hereby levied and there shall be collected for the use and support of the municipal govemment of the City of College Station, Texas, and to provide General Debt Service for the 1996-97 fiscal year upon all property, real, personal and mixed within the corporate limits; of said city subject to taxation, a tax of forty-four and fifty one -hundredths cents ($0.4427) on each one hundred dollar ($100.00) valuation of property, and said tax being so levied and apportioned to the specific purpose herein set forth: 1 For the maintenance and support of the general govemment (General Fund), sixteen and twenty-five one hundredths cents ($0.1602) on each one hundred dollar ($100.00) valuation of property; and 2. For the general obligation debt service, (General Debt Service Fund), twenty- eight and twenty-five one hundredths cents ($0.2825) on each one hundred dollar ($100.00) valuation of property to be used for principal and interest payments on bonds and other obligations of the fund. SECTION I1. All moneys collected under this ordinance for the specific items therein named, shall be and the same are hereby appropriated and set apart for the specific purpose indicated in each item and the Assessor and Collector of Taxes and the Director of Finance shall keep these accounts so as to readily and distinctly show the amount collected, the amounts expended and the amount on hand at any time, belonging to such funds. It is hereby made the duty of the Tax Assessor and Collector to deliver a statement, at the time of depositing any money, showing from what source such taxes were received and to what account (General Fund or General Debt Service Fund) the funds were deposited. SECTION III. That this ordinance shall take effect and be in force from and after its passage. PASSED AND APPROVED THIS 12th DAY OF SEPTEMBER, 1996. APPROVED: ATTEST: . If 001 Connie Hooks, City Secretary Lyn Mcllhaney, Mayor 87 SERVICE LEVEL ADJUSTMENTS -APPROVED DEPARTMENT DESCRIPTION AMOUNT GENERAL FUND Category I - Mandated Cost Increases Mandated Cost Public Works Mandated Cost Parks & Recreation Mandated Cost Parks & Recreation Mandated Cost Parks & Recreation Mandated Cost Library Category ll Strategic Issue Related SLAs Development Services Development Services Economic/Community Dev. Development Services Human Resources Economic/Community Dev. Parks & Recreation Parks & Recreation Issue #1 Issue #1 Issue #2 Issue #3 Issue #10 Issue #18 Issue #31 Issue #31 Category III Ends Statement Related SLAs Ends Statement #1 Public Works Ends Statement #1 Public Works Ends Statement #1 Ends Statement #2 Ends Statement #3 Ends Statement #3 Ends Statement #3 Ends Statement#3 Ends Statement #3 Ends Statement #3 Ends Statement #3 Ends Statement #3 Ends Statement #3 Ends Statement #3 Ends Statement #3 Ends Statement #4 Ends Statement #4 Ends Statement #4 Ends Statement #5 Ends Statement #5 Ends Statement #5 Office of Tech. & Info. Services Ends Statement #5 Office of Tech. & Info. Services Ends Statement #12 Development Services Public Works Parks & Recreation Police Police Police Police Police Police Fire Fire Fire Fire Parks & Recreation Public Relations Public Relations Public Relations Office of Management & Budget Parks & Recreation Category IV Other SLAs Ends Statement #5 All Departments in General Fund 1-T = one time cost 1-T Increased costs due to 3 new signals Increase seasonal labor and supplies Increase concessions seasonal labor Increased park maintenance Librarian for new library (1/2 year) 1-T Dev Process Mgt Software 1-T 4 filing cabinets NG Parking Lot 1-T Community enhancement - banner project Tech/Prep program with scholarships 1-T Industrial Site Youth programs (13 -18 yrs old) 1-T Replace bleachers and foosball table 5 Speed Bumps 1-T Update signal controller firmware Mosquito abatement program (1 treatment) 1-T Replacement lights and arms Central Park 6 Video/Audio recorders 1-T Plastic rear seat for 18 patrol cars 1-T Speed Awareness Program 1-T "On Premise block grant 1-T COPPS (3 yr grant w $100,000 1st yr) --3 posns 1-T Jail camera recorder Increase Medical Directors contract fee 1-T EMS response - Life Pac replacement 1-T Back-up encoder for paging system 1-T Inspector training for 11 firefighters Mosquito abatement program (1 treatment) Annual report upgrade 1-T Video recording/playback equipment 1-T Character generator replacement Citizens survey 1-T Cash registers Franchise Management Micro. Spec. lI Clerk for Code Enforcement (1/2 time) TMRS retirement program change 88 8,000 26,700 5,000 32,180 18,104 89,984 50,000 3,000 10,000 20,000 9,500 300,000 15,000 7,000 414,500 12,500 4,000 3,560 40,000 21,500 3,200 13,750 3,115 112,034 2,900 4,000 11,000 9,500 21,245 2,250 3,000 7,500 3,000 7,500 2,000 7,500 31,014 9,000 335,068 41,927 General Fund Total ' $ 881,479 SERVICE LEVEL ADJUSTMENTS - APPROVED DEPARTMENT DESCRIPTION AMOUNT ELECTRIC FUND Category I - Mandated Cost Increases Mandated Cost Electrical Trans./Distribution Mandated Cost Electrical Trans./Distribution Mandated Cost Electrical Trans./Distribution Mandated Cost Electrical Trans./Distribution Category II Strategic Issue Related SLAs Issue #3 Non -Departmental Issue #7 Non -Departmental Issue #19 Non -Departmental Category III Ends Statement Related SLAs Ends Statement #7 Warehouse Ends Statement #7 Electrical Trans./Distribution Ends Statement #7 Electrical Trans./Distribution Ends Statement #7 Electrical Trans./Distribution Ends Statement#7 Electrical Trans./Distribution Ends Statement #7 Electrical Trans./Distribution Ends Statement #7 Non -Departmental Category IV Other SLAs Ends Statement #5 All Divisions in Electric Fund WATER FUND Category I - Mandated Cost Increases Mandated Cost Water Production Mandated Cost Water Production Mandated Cost Water Production Mandated Cost Water Production Mandated Cost Water Production Mandated Cost Water Distribution Category III Ends Statement Related SLAs Ends Statement #3 Water Production Category IV Other SLAs Ends Statement #5 All, Divisions in Water Fund WASTEWATER FUND Category 111 Ends Statement Related SLAs Ends Statement #3 Wastewater Treatment Ends Statement #3 Wastewater Teatment Ends Statement #3 Wastewater Treament Ends Statement #3 Wastewater Collection Category IV Other SLAs Ends Statement #5 All Division in Wastewater Fund 1-T = one time cost 1-T Emerald Forest cable replacement 1-T Attorney fees associated with Transmission Access 1-T Replacement batteries for PARD and PD 1-T Electrical meters and cans 1-T Northgate Economic Development 1-T Economic development marketing plan 1-T Utility Billing Facility 1-T All terrain forklift w/added capicity (warehouse) 1-T Accounting study Additional tree trimming (increase annual by 50%) CIP paid with current revenues 1-T Underground wire puller / tensioner 1-T SCADA enhancements 1-T Fiber Loop TMRS retirement program change Electric Fund Total 1-T Well # 2 Rehab 1-T Raise, level, and stabilize well #4 1-T Refurbish 3MG ground storage reservoir 1-T Cooling tower renovation 1-T Replace motor bearings on the #4 pump 1-T Extend sidewalk and landscape in front of water tower 1-T Electrical protection relays for 4 pumps. 75,000 400,000 2,900 100,000 500,000 65,000 2,400,000 33,160 25,000 75,000 3,721,580 48,000 25,000 500,000 5,182 $ 7,975,822 TMRS retirement program change Water Fund Total $ 1-T Refurbish clarifiers 4A & 5B 1-T Rework blowers #2 & #3 1-T New control panels for three blowers 1-T Trenchless pipe repair equipment 48,000 60,000 175,000 10,000 10,000 10,500 20,000 2,379. 335,879 TMRS retirement program change Wastewater Fund Total $ 89 75,000 8,000 27,000 15,500 3,162 128,662 COMBINED UTILITY FUNDS TOTAL $ 8,440,363 SERVICE LEVEL ADJUSTMENTS - APPROVED DEPARTMENT DESCRIPTION AMOUNT HOTEL/MOTEL FUND Category II Strategic Issue Related SLAs Issue #20 Parks & Recreation Issue #20 Parks & Recreation Issue #20 Non -Departmental Category III Ends Statement Related SLAs Ends Statement #2 Parks & Recreation Ends Statement #2 Parks & Recreation Ends Statement #2 ' Parks & Recreation Ends Statement #7 Non -Departmental SANITATION FUND Category III Ends Statement Related SLAs Ends Statement #3 Commercial Collection Ends Statement #3 Residential Collection Ends Statement #5 All Divisions in Sanitation Fund UTILITY BILLING FUND Category II Strategic Issue Related SLAs Issue #2 Utility Billing Category IV Other SLAs Ends Statement #5 All Divisions in Utility Bill. Fund EQUIPMENT REPLACEMENT/MAINTENANCE FUND Category III Ends Statement Related SLAs Ends Statement #5 Office of Tech.& Info. Services Ends Statement #5 Fleet Parts Ends Statement #5 Fleet Administration Category TV Other SLAs Ends Statement #5 All Divisions in the Fleet Fund SELF INSURANCE FUNDS Category 10 Ends Statement Related SLAs Ends Statement #5 Finance Department WOLF PEN CREEK TIF FUND Category 1I1 Ends Statement Related SIAs Ends Statement #2 Parks & Recreation Ends Statement #2 Parks & Recration 1-T = one time cost Tourism Marketing Plan Holiday on the Brazos Campaign Sports Coordinator - CVB Host tournaments, meets, etc. Historic Preservation - Memory Lane Historic Preservation Lincoln Center mural Advertising and Sales - CVB Hotel/Motel Fund Total $ Purchase 5 roll -off containers TMRS retirement program change Sanitation Fund Total Part-Time/Temp funding from Drainage Util 20,000 30,000 99,500 36,000 1,000 3,000 62,500 252,000 15,000 1,858 $ 16,858 23,500 TMRS retirement program change 2,147 Utility Billing Fund Total $ 25,647 Interactive Information System Education Incentive Pay Upgrade 40 hr/wk pt to ft regular TMRS retirement, program change 55,000 7,200 6,122 1,112 Fleet Fund Total $ 69,434 Consultant to review insurance proposals $ 4,000 Self. Insurance Fund Total $ 4,000 Capital Projects $ 102,000 35,000 Wolf Pen Creek TIF Fund Total $ 137,000 Project Design/Engineering TOTAL ALL FUNDS $ 9,826,781 GLOSSARY Appropriation- A legal authorization granted by the Council to make or incur expenditures/expenses for specific purposes. : A contract between a municipality and a depository, negotiated and entered into in accordance with the specification of Local Government ' Code, Title 4, Chapter 105, Subchapter B, which sets forth the agreements between the parties regarding banking services. e. . /-•• •► ..n - I 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/Major Project Expenditure/Expense. An expenditure/expense which 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 which recognizes revenues when received and expenditures when paid. Certificate of Oblig ion (CO )• Long-term debt which is authorized by the City Council and does not require prior voter approval. Chart of Account- A chart detailing the system of general ledger accounts. City Council The current electedofficialsof 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 the affairs of the City. 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. 91 Contract Obligation Bonds- Long-term debt which places the assets purchased or constructedas a part of the security for the issue. Current Fxpense• An obligation of a City as a result of an incurred expenditure/expense that is 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. Emergency: An unexpected occurrence, i.e., damaging weather conditions, that requires the unplanned use of City funds. 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. Equity. See Fund Balance. Fx ndi ur /Expense• Decreases in net financial resources for the purpose of acquiring goods or services. The General Fund recognizes expenditures and the Proprietary Funds recognize expenses. Facsimile Signature Machine- A mechanical device used to imprint signatures upon City < vouchers rendering them negotiable instruments. Finance Director The person appointed by the City Manager who ' is responsible for recording and reporting the financial activities of the City and for making recommendations regarding fiscal policies. Fiscal Year 12 month budget period, generally extending from October 1st through the following September 30th. Fix .d Ass .t • 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. 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 (Eq ity). 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 Casts. 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. •• •• •.. • 1, •.. •..1 • wi • Uniform minimum standards of and , guidelines to financial accounting and reporting as set forth by the Governmental Accounting Standards Board (GASB). GEOA: Government Finance Officers Association of the United States and Canada. The authoritative accounting and financial reporting standard-setting body for government agencies. Investments. Securities held for the production of revenues in the form of interest. Line Item Bi dget• The presentation of the City's adopted budget in a format presenting each Department's approved expenditure/expense by specific account. Iong-Term Debt• Obligation of the City with a remaining maturity term of more than one (1) year. Management Letter: A written report from the independent auditors to the Council reflecting observations and suggestions as a result of the audit process. • ' 11 11 ' . it • 1 1 • Net Working Capital. Current Assets less Current Liabilities. 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. 4ne_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. Proprietary Funds. See Utility Funds. Purchase Order System. A City's system of using documents authorizing the delivery of specified merchandise or services and making a charge for them. Reserves. An account used to designate a portion of the fund balance (equity) as legally segregated for a specific future use. Retain .d, arisings: 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. 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. 92 User -Based F / ' harp • A monetary fee or charge placed upon the user of services of the City. Utility Funds. The funds used to account for operations of the City's electric, water, sanitary sewer, and solid waste disposal activities. Undesignated Fund Balance. That portion of fund balance that is unencumbered from any obligation of the City.