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HomeMy WebLinkAboutFY 2003-2004 -- Approved Annual BudgetEmbracing the Past, Exploring the Future. 65th Anniversary Edition Northgate 2003 FY2003-2004 Approved Budget City of College Station, Texas Early Northgate CITY OF COLLEGE STATION APPROVED BUDGET FOR FISCAL YEAR OCTOBER 1, 2003 TO SEPTEMBER 30, 2004 MAYOR RON SILVIA JOHN HAPP, COUNCILMAN SCOTT MEARS, COUNCILMAN ROBERT WAREING, COUNCILMAN ANNE HAZEN, MAYOR PRO-TEM DENNIS MALONEY, COUNCILMAN JAMES MASSEY, COUNCILMAN THOMAS E. BRYMER, CITY MANAGER JEFF KERSTEN, BUDGET AND STRATEGIC PLANNING DIRECTOR www.ci.college-station.tx.us The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to the City of College Station, Texas for its annual budget for the fiscal year beginning October 1, 2002. 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 that our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. CITY OF COLLEGE STATION, TEXAS PRINCIPAL CITY OFFICIALS OCTOBER 2003 ELECTED OFFICIALS: MAYOR ................................................................................................... RON SILVIA COUNCIL MEMBERS ................................................. ANNE HAZEN, MAYOR PRO-TEM JOHN HAPP ROBERT WAREING SCOTT MEARS DENNIS MALONEY JAMES MASSEY CITY ADMINISTRATION: CITY MANAGER .......................................................................... THOMAS E. BRYMER ASSISTANT CITY MANAGER ................................................................GLENN BROWN DIRECTOR OF PUBLIC UTILITIES ......................................................JOHN C. WOODY POLICE CHIEF ............................................................................ EDGAR R. FELDMAN FIRE CHIEF....................................................................................DAVID GIORDANO DIRECTOR OF FISCAL SERVICES......................................................CHARLES CRYAN BUDGET AND STRATEGIC PLANNING DIRECTOR .................................JEFF KERSTEN DIRECTOR OF PUBLIC WORKS ...............................................................MARK SMITH DIRECTOR OF PARKS AND RECREATION....................................STEPHEN C. BEACHY DIRECTOR OF DEVELOPMENT SERVICES ...........................................KELLY TEMPLIN DIRECTOR OF THE OFFICE OF TECHNOLOGY AND INFORMATION SERVICES.......................................................OLIVIA BURNSIDE DIRECTOR OF HUMAN RESOURCES.................................................JULIE O’CONNELL DIRECTOR OF ECONOMIC DEVELOPMENT.................................................KIM FOUTZ CITY ATTORNEY........................................................................HARVEY CARGILL, Jr. CITY SECRETARY...........................................................................CONNIE L. HOOKS Embracing the Past Exploring the Future TABLE OF CONTENTS Transmittal Letter ...................................................................................................i Executive Summary Executive Summary.........................................................................................1 Fiscal Year Comparison Summary ..................................................................23 Graph of Net Operating Budget......................................................................24 All Funds Summary ......................................................................................25 Analysis of Tax Rate......................................................................................26 Analysis of Property Evaluations .....................................................................27 City Organization Chart.................................................................................28 Strategic Plan Summary......................................................................................29 Council Vision Statements Core Services................................................................................................31 Service Levels and Performance Measures..................................................40 Parks and Leisure Services .............................................................................99 Service Levels and Performance Measures................................................102 Planning and Development ..........................................................................117 Service Levels and Performance Measures................................................118 Economic Development ..............................................................................125 Service Levels and Performance Measures................................................127 Financial Summaries General Government Funds General Fund.........................................................................................131 Police Department..........................................................................136 Fire Department .............................................................................138 Public Works ..................................................................................140 Parks and Recreation ......................................................................142 TABLE OF CONTENTS Library...........................................................................................144 Development Services.....................................................................146 Office of Technology and Information Services..................................148 Fiscal Services ................................................................................150 General Government.......................................................................152 Debt Service Fund..................................................................................154 Parks Xtra Education Fund......................................................................160 Economic Development Fund..................................................................162 Court Security Fund................................................................................164 Court Technology Fund ..........................................................................166 Police Seizure Fund ................................................................................168 General Government Capital Improvement Projects ..................................170 Enterprise Funds Combined Utility Funds...........................................................................187 Public Utilities Department......................................................................188 Electric...........................................................................................189 Water ............................................................................................190 Wastewater ....................................................................................193 Sanitation..............................................................................................196 Parking Enterprise Fund..........................................................................199 Brazos Valley Solid Waste Management Agency........................................202 Utility Capital Improvement Projects ........................................................205 Special Revenue Funds Hotel/Motel Fund...................................................................................219 Community Development Fund ..............................................................222 Wolf Pen Creek TIF................................................................................224 TABLE OF CONTENTS Cemetery Perpetual Care Fund................................................................226 Internal Service Funds Internal Services Fund.............................................................................229 Print/Mail Fund......................................................................................230 Communications Fund............................................................................232 Fleet Fund.............................................................................................234 Equipment Replacement Fund.................................................................236 Utility Customer Service..........................................................................239 Self Insurance Funds...............................................................................242 Workers Compensation Fund ..................................................................243 Property Casualty Fund...........................................................................244 Employee Benefits Fund .........................................................................245 Unemployment Compensation Fund .......................................................246 Appendices Budget Ordinances......................................................................................A-1 Service Level Adjustments List...................................................................... B-1 Personnel List.............................................................................................C-1 Revenue History and FY 04 Budget Estimates.................................................D-1 Budget Provision Stated in Charter ................................................................E-1 Fiscal and Budgetary Policy Statements..........................................................F-1 Outside Agency Funding ..............................................................................G-1 Miscellaneous Statistical Data .......................................................................H-1 2003-2004 Strategic Planning and Budget Process..........................................I-1 Debt Service Schedules.................................................................................J-1 General and Administrative Transfers ...........................................................K-1 TABLE OF CONTENTS 2003-2004 Strategic Planning Strategies and Implementation Plans............L-1 FY04 Combined Fund Summary .............................................................M-1 Glossary ......................................................................................................... N-1 ii steady issuance of building permits. Additionally, while reducing some positions, the Texas A&M University President has indicated that he intends to add several academic positions over the next several years. College Station has also continued to experience growth in the past year, and this growth creates increased demands for City services. The year 2003 has seen a great deal of economic uncertainty at the national, state and local level. This budget provides resources to continue to provide excellent core city services to the citizens and visitors of College Station. Strategic Planning continues to be a driving force in the preparation of the budget. The City Mission and Vision Statements are the framework for the preparation of the strategic plan. The City Council revised the Mission and Vision Statements. The City Council also identified the key strategies they want to focus on over the next several years to move the City toward meeting the Mission and Vision Statements. Meeting Strategic Priorities The following outlines some of the key items included in the FY 2003-2004 budget by vision statement that address the strategic plan. Core Services Vision Statement - We will continue to improve high quality customer focused basic city services at a reasonable cost. These core services include police, fire, and emergency management services; streets, traffic and drainage services; and the administrative services. It also includes the capital projects for each of these areas. ¾The budget includes nearly $3.8 million of resources for Southside infrastructure rehabilitation. This will be one phase of a multi year effort to rehabilitate and upgrade the infrastructure in older areas of College Station. ¾Additional resources of $300,000 for thoroughfare rehabilitation projects in FY 2003-2004. ¾The budget also includes $200,530 for the third and final phase of additional operations and maintenance costs associated with Fire Station #5. This will provide resources to hire three additional firefighters. A total of ten firefighters are needed to operate this station. ¾Additional resources for the Police Department through the addition of a Criminal Investigation Division Sergeant in the amount of $99,784 is included in the budget. ¾An additional drainage crew, at a cost of $152,309 to ensure drainage rights of way are maintained at appropriate levels. ¾Resources of $53,853 are also included for the additional maintenance costs associated with the new public safety computer system. ¾Enhancements to public communications through the addition of a media specialist and equipment for television production in the amount of $198,422. ¾Enhancing communications through a low band radio station system costing $95,000 is also in the proposed budget. ¾Resources for holding a capital improvement project bond election totaling $47,710 are included in the budget. iii ¾The budget also includes funds to improve the retirement benefit for City employees. Currently, the City offers a retirement plan where each employee contributes 6% of their salary to the retirement plan, and the city matches that on a two to one basis. The budget includes the means to increase the benefit from a 6% contribution to a 7% contribution. This increase will bring the City retirement plan in line with those of other cities that are included in the annual market salary survey. The budget also includes funding for a 1% across the board increase in salaries for all employees. This 1% increase would offset the additional cost of the increase in retirement benefit, and also move the City salary structure toward the market for salaries. The annual cost of the increase in the retirement benefit and the 1% across the board increase is $773,355. The budget also includes additional costs for health insurance in FY 2003-2004. Parks and Leisure Services Vision Statement - We will continue to promote a large range of recreational and cultural arts opportunities. The budget includes resources to continue funding the Parks and Recreation Department at current service levels. ¾Additional resources of $55,100 for the operations and maintenance of the improvements being made at Lick Creek Park and other new parks coming on line. The budget includes funds to privatize certain grounds maintenance functions at City Hall and the Police Station, and reallocate the existing parks crews performing that work to the new parks coming on line. ¾Implementation of the Tarrow Park Masterplan through capital projects at the Lincoln Center totaling over $900,000 is included in the budget. ¾Additional resources for improved signage in the Wolf Pen Creek area of $70,500. ¾Resources for the City's 65th Birthday Celebration totaling $25,130. Planning and Development Vision Statement -We will continue to promote a well- planned community. This vision statement is addressed directly through the efforts to complete revisions to the Unified Development Ordinance. ¾The budget includes funding of $46,504 for an additional plans examiner position in Development Services. This will improve the turn around time in the plans review process. ¾The budget also includes resources of $60,000 to continue to review annexation options next year. Economic Development Vision Statement - We will continue to promote a strong and diverse economic environment. Economic Development initiatives are proposed to continue and resources are included in the budget. ¾The new Conference Center project is included in the FY 2003-2004 budget. This project is driving a large part of the increase in the overall capital budget. Recent decisions have resulted in a change in direction for the Conference Center project, and it is unlikely much of the budget appropriation will be expended in FY 04. ¾Resources of $15,000 are also included to improve signage in the Northgate area. ¾Additional capital resources of $2.3 million are included in the budget for the development of the Spring Creek Business Park. iv Base Budget and Service Level Adjustments The Approved Budget is generally made up of two parts. First, is the base budget, which is designed to be the budget necessary to maintain the base levels of service currently provided. The second portion of the budget, are the service level adjustments, which represent increases to the base budget to address a number of items. These include operations and maintenance costs associated with capital projects, increases in costs to provide the same base level of service, increases to address the strategic plan, and other increases to provide services to a growing community. The Approved Budget addresses each of these areas. College Station is fortunate to have the resources to address these items. The following is a summary of the City's General Fund in each of these categories. General Fund Cumulative Budget Total Base Budget $33,395,558 $33,395,558 PLUS Capital Project Operations and Maintenance and Other Base Increases 354,483 33,750,041 PLUS Strategic Budget Items 1,456,231 35,206,272 PLUS All Other Increases to Maintaining or Enhancing Service Delivery 1,350,669 36,556,941 Total Approved General Fund Budget $36,556,941 The General Fund Approved Budget includes the costs associated with the capital project operations and maintenance, the strategic plan related items, and the other items to enhance service delivery. The capital project related items will allow the City to complete the staffing of Fire Station #5, as well as maintain the improvements at Lick Creek Park. The Strategic Plan related increases will allow a number of key City Council priorities including transportation to be addressed next year. The other increases will allow certain services to be provided next year, and will provide an increased retirement benefit and 1% pay adjustment for City employees. Careful planning has helped put the City in a position to continue to meet the needs of a growing community. Key Decision Points The Approved Budget had a number of key decisions the City Council considered as the budget was reviewed. ¾Tax Rate The proposed ad valorem tax rate was the 2002-2003 tax rate of 47.77 cents per $100 assessed valuation. After the final taxable assessed values were received from the appraisal v district, it was determined that a tax rate of 46.53 cents per $100 assessed valuation would fund the 2003-2004 budget. After much discussion the City Council adopted the lower tax rate of 46.53 cents per $100 assessed valuation. The approved tax rate provides the resources needed to fund the FY 04 approved budget; and meet the requirements of the proposed $38 million bond authorization, based on current forecasts. ¾Utility Rates and User Fees Another key decision point was on utility rates and user fees. The budget includes a wastewater revenue increase of four percent. This increase is the final of three increases forecasted in order to fund additional debt service resulting from the expansion of the Lick Creek Wastewater Treatment Plant. A water and wastewater rate study was completed and reviewed as part of the budget process. User fees and charges for services were also reviewed. ¾Retirement and Pay Plan Adjustments Another budget decision point was on the proposal to increase the retirement benefit to City employees. This change makes the retirement benefit offered competitive with other cities. The budget also includes a 1% across the board pay increase. These retirement and pay plan adjustments are included in the approved budget. ¾Outside Agency Funding Another key decision the City Council made was the level of funding provided to outside organizations requesting resources. The recommendations from the General Fund Outside Agency Review Committee were presented to the City Council as part of the budget process. The committee has recommended funding for a number of agencies. Those recommendations were not in the proposed budget, however the City Council added a number of these requests to the budget. Those additions are outlined below. Changes to the Proposed Budget The following is a summary of the changes made to the proposed budget by the City Council: x General Fund Outside Agency Additions ¾The Children's Museum of the Brazos Valley $30,000 ¾Retired Senior Volunteer Program $5,000 ¾African American National Heritage Society $16,000 ¾Brazos Valley Veteran's Memorial $50,000 ¾Dispute Resolution Center $10,000 ¾Bryan-College Station Sister Cities $4,500 ¾George Bush Library and Museum $42,767 Total $158,267 x An additional $110,000 was also added to the Economic Development Fund for additional economic development incentives, particularly for infrastructure costs related to retail redevelopment. Of this additional amount for Economic Development, $100,000 is coming from the Electric Fund, and $10,000 is coming from the Wastewater Fund. A total of $268,267 was added to the final budget. All of these changes are included in the approved budget. EXECUTIVE SUMMARY City of College Station Mission Statement “On behalf of the citizens of College Station, home of Texas A&M University, we will continue to promote and advance the community’s quality of life.” Vision Statements x Core Services — We will continue to improve high quality customer focused basic city services at a reasonable cost. x Parks and Leisure Services — We will continue to promote a wide range of leisure, recreational and cultural arts opportunities. x Planning and Development — We will continue to promote a well-planned community. x Economic Development — We will continue to promote a strong and diverse economic environment. The following is a summary of key elements included in the Fiscal Year 2003-2004 Approved Budget for the City of College Station. The budget provides the framework to implement the Strategic Plan and meet the Mission Statement outlined by the City Council. It also provides resources for quality city services in College Station. The 2004 fiscal year begins October 1, 2003 and ends September 30, 2004. This document is presented by function or program as they address one of the four Vision Statements, or overall goals, established by the City Council to meet the City’s Mission Statement. The organization of the document allows the reader to review changes in programs as they relate to the Strategic Plan and goals the City Council has set. The budget was also prepared in the context of the Financial Forecast. The forecast predicts the fiscal impact of current and future budgetary decisions in a five-year forecast based on a set of assumptions regarding revenues and expenditures. The budget also continues the implementation of decisions made by the City Council over the past several years. The budget document is designed to provide decision makers with a better view of the City’s resources and their utilization to accomplish the policy direction of the City Council as set out in the Strategic Plan and other policy direction. It also shows the City’s near term commitments and how the City meets the financial policies approved by the City Council. The document is also designed to show citizens the services being provided and their associated costs. The following is a summary of the FY 04 Approved Budget. FY 04 Approved Net Budget Summary Fund Type Approved Net Budget Governmental Funds $44,300,333 Enterprise Funds $75,323,986 Special Revenue Funds $5,174,032 Subtotal O&M $124,798,351 Fund Balance/Working Cap. Transfers to CIP Subtotal $12,879,395 Capital Projects Subtotal $22,679,926 Total Approved Net Budget $160,357,672 Budget Format Budget Summary Section The approved budget is presented in four main sections. The first is the Budget Summary. It includes the Transmittal Letter, Executive Summary, Overall Funds Summary, and Strategic Plan Summary. This section provides the reader with a general overview of the approved budget and identifies key changes from the prior year. CITY OF COLLEGE STATION 2003-04 BUDGET EXECUTIVE SUMMARY 1 Vision Statements Section The Vision Statements section of the budget provides the reader with a view of the various services provided by the City and is organized around the four Council Vision Statements and the Strategic Plan. This part of the budget is designed to help show what services are being provided with the budget resources available. Performance expectations are shown in the form of service levels and performance measures for each major activity. This information is organized by Vision Statement within the budget document. The service levels show the services that different functions and programs in the organization provide. The performance measures illustrate how well those levels of service are being met. This occurs through the creation of specific measures designed to show what levels of service are being achieved. Also included in this section is a budget summary organized by service levels. The budget summary provides a brief description of the activity, the approved budget, and the number of personnel included in the activity. Financial Section Following the Vision Statements is the Financial Section of the budget. It provides a more traditional “fund accounting” view of the City’s budget. Fund summaries and department summaries are provided. These summaries include prior year actual revenues and expenditures, revised FY 03 budget revenues and expenditures, FY 03 year end estimates, FY 04 base departmental requests, FY 04 approved Service Level Adjustments, and the total FY 04 approved budget. The financial section of the document is broken into four fund types. These are Governmental Funds, Enterprise Funds, Special Revenue Funds,and Internal Service Funds. Budget Basis The budgets for the Governmental Funds and Special Revenue Funds are prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these items can be found in the Financial Policies beginning on page F-1. The budgets for the Enterprise and Internal Service Funds are similarly prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. The City organization is composed of various departments or general service areas. Several departments are represented within more than one fund, i.e., the Utilities Department, known as College Station Utilities, encompasses the Electric, Water, and Wastewater Funds. Each department consists of one or more divisions and each division may have one or more activity (cost) center. Routine budget controls are exercised within activity centers at the category level (groupings of accounting objects into the items personnel, supplies, maintenance, services, and capital). On an annual basis, fiscal control is at the Department level in the General Fund and at the fund level for other funds. Also included in the Financial Section of the Budget is a summary of the approved Capital Improvement Projects Budget for FY 04. This includes the General Government Capital Projects and the Utility Capital Projects. A summary of the operational impact the approved capital projects will have on the operations budget is provided. Appendices The fourth major section of the budget is the Appendices, which contains supplemental information to meet specific Charter requirements and to help the reader better understand the community. The appendices include a detail of salaries and positions approved in the budget, the Fiscal and Budgetary Policies, and other schedules necessary for a comprehensive budget document. A shortened version of the budget, called the Citizen’s Approved Budget, has also been prepared. It provides summary information on the budget and is designed as a quick reference document. The budget is submitted to the City of College Station City Council approximately 45 days prior to the end of the fiscal year. Copies are placed with the City Secretary and in the College Station branch library for citizen review. The approved budget is also available on the City’s Internet site: www.ci.college-station.tx.us. 2 Strategic Planning and Budgetary Management Strategic Planning The City uses a strategic planning process which is designed to identify where the City Council wants the City to be in the future and determine what path will be taken to achieve that future. In May of this year, the City Council revised the City Mission Statement and 4 Vision Statements at their annual strategic planning retreat. The Mission Statement and Vision Statements provide the framework for the rest of the strategic planning process and the preparation of this approved budget. The City Council has also identified strategies for each of the vision statements. These strategies are the more specific objectives to fulfill the vision. The City Council then ranked the strategies as a whole, and within the vision statements. Next, implementation plans were identified for each of the strategies. These implementation plans are the specific means of meeting the strategies and each of the overall vision statements identified. Each of the implementation plans includes the following information: plan leader, a brief summary, the timeframe for achieving the plan, and what resources are needed. This budget document addresses the resources needed to carry out the implementation plans that require additional resources. The result of the May retreat was a more streamlined strategic plan outline that focuses first and foremost on core, or basic City services. A total of 18 strategies were identified by the City Council. A draft of the Strategic Plan with these strategies and implementation plans was presented to the City Council in July. As the budget process continues, there will be further discussion of the strategic plan and the resources that will be included to implement it. The strategic plan will be revised and considered by the City Council for adoption at the time the budget is considered for adoption. Page 29 and Appendix L includes a summary of the Strategic Plan. Budgetary Management The strategic planning and budget process is integrated to ensure that the policy direction provided in the Strategic Plan is implemented through the budget process. A basic flow chart showing the strategic plan and budget development process may be found in the Appendices on page I- 1. The budget process begins early in the calendar year with the Budget staff preparing salary and benefit information based on the Council approved pay policy for the upcoming budget year. The process continues through the Spring and early Summer as departments prepare their budget requests. Budget requests are analyzed and reviewed, and the City Manager’s Approved Budget is developed using the framework of the strategic plan and existing levels of service. The FY 04 Approved Budget continues the practice of not appropriating funds for anticipated vacant positions. All salary and benefit amounts for regular full and part time positions are budgeted approximately three percent lower than actual salary costs, due to existing or anticipated vacancies that will occur in the year. The approved budget also includes increases in the City contribution to the health benefits fund due to increasing health care costs. The Budget staff evaluated the current budget prior to developing target budgets for FY 04. Part of the analysis entailed identifying and reducing all "one- time" expenditures (expenditures for capital, special studies and other like items) included in current budgets. A detailed review of departmental submissions was conducted to insure that requests were complete and within the guidelines of the City Council and the City Manager. The Budget Office prepared budget estimates for many costs including salaries and benefits, equipment replacement, utilities, and other costs and provided those to the departments. All other costs were held at the current level. The base or target budgets prepared by departments are designed to provide the resources needed to maintain current service levels. Budgets submitted by departments were reviewed to make sure they included only those things necessary to maintain the existing levels of service being provided. Items determined to be in excess of the target budget were submitted and reviewed as Service Level Adjustments (SLA’s). The City Manager, Assistant City Manager, Fiscal Services Director, and Budget and Strategic Planning Director reviewed these SLA’s. The approved list was also reviewed with affected department directors and with the Management Team as a whole. The finalized list is included in this approved budget. Also included in the budget is a list of all service 3 level adjustments requested by departments but not included in the approved budget. SLA’s were approved to be added to the budget based on several basic criteria: a) mandates due to federal or state statutes or regulations, contractual agreements, local policies, and capital projects; b) items directly included in an implementation plan in the strategic plan document; c) items needed to continue or enhance the ability of the City to carry out the City Council’s Strategic Plan; d) other items of general value to the City either as replacements or added efficiencies or improved services; e) items that maintain existing service levels approved by the City Council in light of increasing demands for service due to growth. Most of the approved service level adjustments are for one-time expenditures rather than for programs, which have ongoing costs. The strategic planning and budget processes are truly integrated and the budget is designed to become one of the implementing tools of the Strategic Plan developed by the City Council. The following chart provides a comparison of the operating budgets of the major operating funds. The comparison shows the percent change from the Original FY 03 Budget to the Approved Base FY 04 budget. The approved base number does not include service level adjustments. Also shown is a comparison between the total approved budget including service level adjustments and the original FY 03 Budget. Original Operating Budget* Comparison Fund Original FY 03 Budget Approved Base FY 04 Percent Change Approved Base + SLAs FY 04 Percent Change General $38,883,229 $38,603,571 (0.72%) $41,003,769 5.45% Combined Utility 42,788,545 43,344,870 1.30% 44,199,432 3.30% Sanitation 3,934,760 3,917,922 (0.43%) 3,938,158 (0.09%) BVSWMA 6,512,810 4,737,983 (27.25%) 6,488,035 (0.38%) Utility Customer Service 1,688,375 1,702,364 0.83% 1,803,990 6.85% Internal Services 2,011,427 1,986,254 (1.25%) 2,033,936 1.11% Other Operating Funds 459,376 460,580 0.26% 477,155 3.87% Totals $96,278,522 $94,753,544 (1.58%) $99,944,475 3.81% * This comparison reflects only the operating expenditure portion of each fund. Fiscal and Budgetary Policies Each year as part of the budget process, Fiscal and Budgetary Policies are reviewed. These policies are included as Appendix F in this document. These policies serve as the framework for preparing the budget as well as for the financial management of the City. During the budget process changes to these policies will be reviewed with the City Council. Key Budget Goals The key goal of the 2003-2004 approved budget is to maintain core services of the City in the face of continued growth coupled with changing economic conditions. This is going to be achieved by the following: ¾Having a prudent approach to City finances so as to continue meeting existing fiscal and budgetary policies within the existing ad valorem tax rate. ¾Meeting strategic priorities identified by the City Council, and addressing concerns identified in the annual citizen survey. ¾Maintaining service quality. ¾Investing in existing infrastructure and public facilities, as well as expanding certain infrastructure and public facilities. The approved budget is designed to provide resources to achieve the visions and strategies set out in the Strategic Plan. CORE SERVICES-VISION STATEMENT Most of the City's approved budget is used to provide core services. These services include 4 streets, drainage, solid waste, utilities, police, and fire services. Over $135 million is included in the Core Services Vision Statement. Key Core Service Approved Budget Additions ¾Resources for infrastructure improvements to the Southside area of nearly $3.8 million are in the approved budget. This is part of a multi year effort to rehabilitate infrastructure. ¾Additional resources of $300,000 for street thoroughfare rehabilitations are included in the approved budget. ¾Additional resources for Fire Station #5 operations and maintenance (phase 3 of 3) of $200,530 is included. ¾Additional resources for the Police Department through the approved addition of a Criminal Investigation Division Sergeant in the amount of $99,784 are included in the approved budget. ¾An additional drainage crew is approved at a cost of $152,309 to ensure drainage rights of way are maintained at appropriate levels. ¾Resources of $53,853 are also approved for the additional maintenance costs associated with the new public safety computer system. ¾Enhancements to public communications function are approved through the addition of a media specialist and equipment for television production in the amount of $198,422. ¾Enhancing communications through a approved low band radio station system costing $95,000 is also in the approved budget. ¾Resources for holding a capital improvement project bond election totaling $47,710 are included in the approved budget. All of these approved items are directly related to the core services in the Strategic Plan. The challenge in the budget process again this year has been to maintain excellent core city services with more uncertainty in the local economy and the impact that may have on revenue growth. All services will continue to be reviewed to determine if here are improvements that can be made in the way services are provided. PARKS AND LEISURE SERVICES-VISION STATEMENT The approved budget includes resources to continue the Parks and Recreation Department at current service levels. Resources are also included to continue funding Arts Council, and public art. Key Parks and Leisure Services Approved Budget Additions ¾Additional resources of $55,100 are approved for the maintenance of the improvements being made at Lick Creek Park and other new parks coming on line. The budget includes a proposal to privatize certain maintenance functions at City Hall and the Police Station, and reallocate the existing parks crew to the new parks coming on line. ¾Implementation of the Tarrow Park Masterplan through approved capital projects at the Lincoln Center totaling over $900,000 is included in the approved budget. ¾Additional resources for improved signage in the Wolf Pen Creek area of $70,500 is approved. ¾Resources are approved for the City's 65th Birthday Celebration totaling $25,130. PLANNING AND DEVELOPMENT —VISION STATEMENT This vision statement is addressed through the conclusion of efforts to complete the Unified Development Ordinance. Key Planning and Development Approved Budget Additions ¾The approved budget includes funding of $46,504 for an additional plans examiner position in Development Services. This will improve the turn around time in the plans review process. ¾The approved budget also includes resources of $60,000 to continue to review annexation options next year. ECONOMIC DEVELOPMENT-VISION STATEMENT Economic Development initiatives are approved to continue and resources are included in the approved budget. 5 Key Economic Development Approved Budget Additions ¾The new Conference Center project is included in the FY 04 approved budget. The FY 04 new budget appropriation for the construction of the Conference Center is approximately $5.8 million. A total of $12.1 million is projected to be spent in FY 04. Since this budget was prepared the proposed Conference Center project was halted and will not be constructed at the proposed site with the proposed partner. The City Council is currently considering options on this matter. ¾Resources of $15,000 are also included to improve signage in the Northgate area. ¾Additional capital resources of $2.3 million are included in the approved budget for the development of the Spring Creek Business Park. College Station Growth Trends The following sections highlight some of the key factors used in the preparation of the FY 04 approved budget. These include a summary of the City’s key economic indicators, the financial forecast, and a summary of the results of the 2003 citizen survey. Economic Indicators Preparing this budget was challenging given the uncertainty through most of the Spring about the level of funding Texas A&M University would receive through the state budget process. The state of Texas was facing a deficit of approximately $10 billion. Ultimately, Texas A&M University did not realize the large budget reductions that were originally predicted. College Station has continued to grow over the last year, although some areas of the economy have continued to slow. This slower growth has a direct impact on the resources available to the City to provide services to the community. Indicators of growth include population increases, building activity, unemployment rate, ad valorem tax revenues, and sales tax revenues. The City of College Station has not experienced some of the more severe impacts of the economic downturn faced by other areas in Texas and the nation. Part of this is due to the fact that the major influence on the local economy continues to be Texas A&M University. However, the potential for significant budget reductions at Texas A&M University has caused uncertainty in the local economy. The population of College Station grew throughout the 1990’s. At the 1990 Census, the population of College Station was 52,456. The 2000 Census reported the population to be 67,890. The current estimated population through May 2003 is 74,223. This is a 29% increase in population over that ten year period. The population is projected to grow by two percent per year over the next five years to an estimated population of 86,500. The following graph shows population growth in College Station over the last ten years and projections through the year 2008. The pace of new development has continued to grow over the last several years. For several years during the early 1990s, growth was primarily due to retail development, as College Station became a regional shopping center. Both residential and commercial development has remained strong in recent years. Other economic indicators continue to demonstrate a strong local economy. 1. Building Permits and Development — The new property value added to the ad valorem tax base in 2002 was approximately $142 million. In 2003 the new property value added to the tax base is estimated to be $143 million. Both single family and multi family residential construction continues to be strong. Through June 2003, 432 single-family permits were issued. For the same period of 2002, 447 single-family residential permits were issued. From January through June 2003, the City issued permits with a value of $112.7 million. For the same period in 2002 $86.6 million was permitted. The chart below shows dramatic year to year changes has occurred in permitted construction in the 1990’s. It also projects future new development of $100 million per year through 2007. 0.0 10.0 20.0 30.0 40.0 50.0 60.0 70.0 80.0 90.0 Thousands199119921993199419951996199719981999200020012002*2003*2004*2005*2006*2007*2008College Station Population 6 Commercial construction also remains strong in College Station. Through the first six months of 2003, $23.5 million in new construction was permitted compared to $24.6 million through the same period of 2002. 2.Unemployment Rate--Brazos County has maintained an unemployment rate of less than 4% since 1990. The local economy has one of the lowest unemployment rates in the state and the nation. Locally employment remains relatively strong. 3. Ad Valorem Valuations-- Ad valorem tax values remained relatively level from the mid 1980’s until 1991. Beginning in 1993, total taxable assessment rose from approximately $1.3 billion to approximately $3 billion. The City has experienced a 136% increase since 1993 and an estimated 10% increase in the last year. The increase in ad valorem value is directly related to new construction in the City. Increasing values reflect an overall healthy local economy. Current residential and commercial projects underway are anticipated to add to the ad valorem tax base next year. As taxable ad valorem value increases, particularly through growth, it provides additional resources for both the General Fund and General Debt Service Fund of the City. This increase provides resources needed to help meet increasing service demands associated with the City’s growth. 4. Sales Tax Revenues-- The sales tax is the largest single revenue source for the City's General Fund, accounting for approximately 40% of General Fund revenues. This is one reason why a fiscally conservative approach is taken to estimate future sales tax revenues. Many Texas cities have continued to see a reduction in sales tax revenues. College Station, though, has continued to see some sales tax growth in the past year. Sales tax revenues are projected to grow in FY 04 by two percent over the FY 03-year end estimate. The previous chart shows sales tax revenues received by the City of College Station. 5. Total Utility Revenues--Utility revenues continue to increase from year to year. The City has experienced fairly consistent customer growth that has helped keep annual sales growing. The number of customers has risen steadily over the past ten years. Changes in revenues have been affected by purchased power costs, rate changes, and weather conditions. Growth in customers and sales contribute to the City's ability to maintain stable rates and to provide needed resources for the City's General Fund. Economic and fiscal indicators demonstrate that the local economy has shown moderate and sustained growth. This growth has moderated in recent years, and this has a direct impact on the ability to have resources to provide services. This growth results in both revenue growth for the City and increased demand for services. Revenue growth appears equal to the costs of maintaining the current service levels throughout the City, however the margin is much smaller than in prior years. Staff continues to monitor various indicators of economic and fiscal health of the community. This is why the concern over the state budget decisions were so high. Monitoring is also done in order to better respond to economic conditions that may indicate a weakening in the local economy. Any such weakening could adversely affect the fiscal health of the City. If the economy does have an 0 20 40 60 80 100 120 140 160 Millions199019911992199319941995199619971998199920002001200220032004200520062007Value of New Development Residential Commercial .. Sales Tax Revenue 14.0 10.9 9.8 9.58.98.7 11.5 12.6 12.7 13.5 13.8 0.0 2.5 5.0 7.5 10.0 12.5 15.0 19941995199619971998199920002001200220032004Millions of $0 500 1,000 1,500 2,000 2,500 3,000 MILLIONS1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 ** AD VALOREM TAX VALUATIONS 7 adverse effect on the City's fiscal health, choices on revenues and expenditures will have to be made to address the impact. Although some growth is still occurring in College Station, fiscally conservative estimates are made in anticipating future revenues. This approach is important to ensure that any slow down in growth, or change in economic conditions does not adversely affect the financial position of the City. Financial Forecast The financial forecast is a tool used to indicate the actual and possible results of decisions made by the City Council over a number of years. The forecast has become an integral part of the planning and budget preparation processes. The forecast was reviewed with the City Council in February and again in July prior to the presentation of this approved budget. Current and anticipated growth in the community has resulted in increased demands for services provided by the City. These include increased public safety needs, pressure on the transportation systems in College Station, demands for Parks and Recreation services, Development Services, and others. As growth occurs in the next several years, it will become more difficult to find additional resources to meet the service demand increases that result. It will be necessary to examine and consider alternatives on how services are delivered, as well as how some of these additional needs are funded in the future. This year when the preliminary forecast was presented in February, it was presented in a way to allow the flexibility in the budget to pivot, if economic conditions worsened, or if the budget at Texas A&M University was cut substantially. The forecast assumed maintaining service levels, but included a pay freeze in FY 04 and FY 05. Since that time the State of Texas passed a budget that did not have a significant reduction in funding for Texas A&M University. The approved budget does not anticipate a significant economic downturn impacting revenues in FY 04, and includes recommendations for maintaining and enhancing some services, improving the retirement benefit, and a small pay increase for City employees. The forecast provides an opportunity to think strategically about the best ways to address growing service demand issues in the next several years. It also serves as the foundation for continued planning in the next 12 to 18 months. The financial forecast exercise has served the City well over the past several years. 2003 Citizen Survey Results The National Service Research group was hired to perform the annual citizen survey in 2003. This is the seventh year this survey has been conducted. It was conducted as a random sample telephone survey with 500 respondents. The survey focused on satisfaction with service delivery by different departments of the City, rather than desire for additional services. Respondents continue to hold a very favorable view of City services. 93% of respondents said that they were either somewhat satisfied or very satisfied with the services provided by the City. In particular residents polled are generally satisfied with police, fire, parks, code maintenance enforcement, animal control, recycling and garbage services, public utilities, and solid waste. Three areas on the survey that received relatively lower levels of satisfaction were the streets, bikes, and sidewalks; utility bill inserts; and library services. Residents felt the single greatest need in College Station varied between traffic control, better signal timing, and improve roads; more entertainment, restaurants, night life, theater, cultural opportunities, and shopping; public transportation; and more parks, bike lanes, sidewalks, dog park, and recreation opportunities for seniors and children. The results of this annual survey are one tool used to garner feedback from citizens regarding satisfaction with services. Areas that receive lower satisfaction rates are examined to determine the resource allocation changes that may be needed. Property Tax Rate, Utility Rate, and User Fee Changes The ad valorem (property) tax rate is approved to be $0.4653 per $100 valuation. This approved tax rate will meet the debt service obligations of the City and provide operations and maintenance funding in the General Fund and anticipates continued implementation of the Wolf Pen Creek Tax Increment Financing district. The debt service portion of the tax rate is approved to be $0.2732 per $100 valuation. The operations and maintenance portion of the tax rate is approved to be $0.1921 per $100 valuation. The approved tax rate was lowered by $0.0124 from the 2003 rate of $0.4777 per $100 assessed valuation. This tax rate will provide funds for the debt service requirements and the 8 operation and maintenance costs in the General Fund in the approved FY04 Budget. College Station continues to have one of the lowest tax rates among cities between 50,000 and 100,000 in population. The City of College Station tax rate is lower than 75% of these cities. Overall the approved tax rate is expected to generate more revenue in FY 04 than in FY 03. This is due to two factors. First, is the estimated $143 million of new appraised value on the tax roll. This is the result on new residential and commercial construction in College Station last year. New residential and commercial construction continues to meet the needs of a growing population. A portion of the increase in revenue is the result of increases to existing property values. These increases are the result of re appraisals on property done by the appraisal district. The City will adopt a tax rate based under the truth in taxation legislation. This process will show how much of the revenue increase is the result of new value, and how much is the result of increases in existing values. Tax Rate Comparison The preceding graph shows a comparison of the tax rate of cities in Texas between 50,000 and 100,000 population. The College Station tax rate is lower than 75% of the cities listed. This data is from the annual TML tax and debt survey. The approved budget includes a 4% revenue increase in the Wastewater Fund. This rate increase is needed as a result of the expansion of the Lick Creek wastewater treatment plant. The increase will pay for the long-term debt service on this facility and other capital projects needed to maintain, rehabilitate, and expand the wastewater system infrastructure. No rate changes are approved in any of the other utility funds. As part of the budget process this year a number of user fees were reviewed and increases were proposed in order to move toward meeting the City financial and budgetary policies. The fees reviewed include Parks and Recreation fees, Development fees, ambulance fees, and cemetery fees. None of the fee increases being considered have been included in the approved FY 04 budget. Positions in the Approved FY 04 Budget As a service providing organization, salaries and benefits account for the largest percentage of operating expenses. College Station is similar to other cities in this respect. Human resources are also one of the primary assets of the City of College Station. When the cost of purchased power is excluded; personnel expenditures account for approximately 59% of total City operating and maintenance expenditures. The approved budget includes 816.25 full time equivalent positions. A net total of 11.75 new positions are approved in FY 04.The following is a list of the positions approved. x 3 Firefighters - This is the third and final year of a three year plan to add firefighters to man Fire Station #5. x 1 Police Sergeant in the Criminal Investigation Division x 3 person Drainage Crew to improve the service level for mowing drainage rights of way, and maintaining drainage areas. x 1 Plans Examiner in Development Services to review building plans. 0.00 0.10 0.20 0.30 0.40 0.50 0.60 0.70 0.80 0.90 1.00 Tyler Round Rock Sugar Land Flower Mound Lewisville College Station Richardson Longview Denton Galveston Allen North Richland Hills Harlingen Temple McKinney Bryan Midland Odessa Killeen Victoria Baytown Port Arthur San Angelo 9 x 1 Media Specialist in Public Communications and Marketing to expand television production activities. x 1 Municipal Court Customer Service Representative, and 1 Municipal Court Payment Plan Coordinator to improve customer service, and increase the collection of fines. x 1 Warehouse Assistant in Public Utilities x 0.25 Secretary in Human Resources. This will make the position a full time position. In the Utility Customer Service fund one part time (0.5) position is to be eliminated. The budget includes a request to automate a portion of the billing process, and will result in the elimination of a part time customer service representative. The number of City employees will increase by less than 1.5% in the FY04 approved budget. The positions are directly related to core services and the strategic plan, as well as increasing revenue, and customer service. The City of College Station also budgets for temporary/seasonal positions. The Parks Department makes extensive use of these funds for many of their seasonal programs. Other departments also utilize these resources. The City accounts for temporary/seasonal funds by calculating the number of hours worked, and approximating the number of full-time equivalent (FTE’s) positions. The chart above shows the change in the number of positions over the last 10 years. Approved Retirement Plan and Pay Changes The City has been working under a market pay system for the past 4 years. As part of this system, an annual salary survey is conducted to determine where the City pay plan is in relation to the rest of the defined market for the City. The City has made great strides moving toward the market over the last several years. This allows the City to recruit and keep well-qualified employees. The City also provides a retirement plan, the Texas Municipal Retirement System, to City employees with the 6/12 plan. Currently the employees participate at a level of 6% of their pay. The City matches that contribution on a two to one basis. Most of the City's included in the salary survey have the 7/14 plan. Of the 16 cities included in the salary survey only 3 are not at the 7/14 level. The FY 04 Budget includes a proposal to increase the retirement benefit to 7/14 level. The annual cost of this is $455,390. The approved budget also includes a 1% across the board increase to offset the additional retirement cost to City employees. The 1% across the board increase will cost $317,965 on an annual basis. This change is being made in lieu of any other pay changes in FY 04. The approved budget also includes additional resources for health insurance costs in FY 2003- 2004. Capital Improvement Projects The approved Capital Improvements Budget for FY 04 total $35,559,321 for all funds which include capital projects. However, this budget amount does not reflects all projected capital expenditures for FY 04. In the case of projects for which funds have already been approved and budgeted, the city may continue to spend money to complete these projects without including the projected FY 04 expense as a new appropriation. The project budgets that have been appropriated carry forward until the project is complete. Only portions of the projects that have not been appropriated previously are included in the FY 04 Budget. In FY 04, the city anticipates that there will be significant expenditures for both general government and utility capital projects. Significant infrastructure rehabilitation and improvement projects are scheduled in FY 04. Included in this are rehabilitation projects in the southside area. These projects will involve the rehabilitation of utilities, drainage ways, and streets. Other projects underway include a number of street projects including those from the interim cip included in the current year budget, as well as projects from the 1998 bond authorization. There are a number of Water and Wastewater capital projects that will incur expense in FY 04. These projects are discussed in greater detail later in the budget overview and in the capital project section of this document. Personnel Total 706.0 804.75 701.0 735.0701 735 757 804.50 816.25 706 0.0 100.0 200.0 300.0 400.0 500.0 600.0 700.0 800.0 900.0 95 96 97 98 99 00 01 02 03 04 Fiscal Years 10 City of College Station Net Budget Expenditure Comparison Fund Original FY03 Budget Approved FY04 Budget Percent Change General Fund $33,677,968 $35,916,941 6.65% Combined Utilities 61,147,543 62,5769,292 2.34% Sanitation 4,764,539 4,845,347 1.70% BVSWMA 6,960,558 6,981,299 0.30% General Debt Service 8,506,258 7,844,062 -7.78% Hotel/Motel 2,350,583 2,274,833 -3.22% Parking Fund 367,296 918,048 149.95% Parks Xtra Ed.122,670 123,082 0.34% Police Seizure 3,500 2,700 -22.86% Court Security 110,000 168,548 53.23% Court Tech.100,000 245,000 145.00% Comm. Dev.2,692,349 2,753,677 2.28% Cemetery 0 145,522 N/A Total O&M Expenditures $120,803,264 $124,798,351 3.31% General Fund 640,000 Combined Utilities 2,080,000 10,400,000 400.00% Comm. Dev.1,482,333 1,839,395 24.09% Hotel/Motel 600,000 0 -100.00% Fund Balance/ Working Capital Transfers to CIP $4,162,333 $12,879,395 209.43% Capital Imp. Proj. General Govt.6,011,536 5,664,619 -5.77% Utilities 8,687,900 7,391,457 -14.92% Drainage 2,440,748 1,193,245 -51.11% Convention Ctr.2,483,038 5,876,802 136.68% Wolf Pen TIF 2,403,200 2,553,803 6.27% Melrose TIF 96,000 0 -100.00% Total Capital Expenditures $22,122,422 $22,679,926 2.52% TOTAL $147,088,019 $160,357,672 9.02% Net Operating Budget Change The previous table shows the City's net operating and maintenance expenditures for FY 04 are approved to be $124,798,351 which is 3.31% over the FY 03 budget. Transfers From fund balance for capital projects in FY 04 are approved to be $12,879,395. This increase is due to the scheduled transfer of resources from the Water Fund for water capital projects. The net Capital Budget is approved to be $22,679,926. The latter two items will provide a total of $35,559,321 of new budget appropriation for all capital projects. The increase in the capital budget has caused most of the overall budget increase of 9.02%. The total approved budget is $160,357,672. Each fund will be discussed in detail in the Financial section of this budget. 11 Police Department $9,231,753 The Police Department provides a number of services that help make the community safe. Among the services provided are 1) police patrol with certified police officers who are equipped with police vehicles and all necessary equipment, and assigned to specific areas of the city; 2) criminal investigation which investigates reported crimes; 3) animal control; 4) jail and communications support for officers on the street and short term detention facilities that reduce the processing time of arrests; and 5) a professional standards division that serves a support and training function for the Department. Three service level adjustments are approved for the FY 04 CSPD operating budget. This includes $8,605 to develop a replacement and maintenance schedule for patrol bicycles. Three bicycles will be replaced in FY 04. $45,060 for traffic enforcement is also approved for FY 04. $33,795 will be reimbursed back to the City through the Selective Traffic Enforcement Program Grant. Finally, $99,784 is approved for an additional Sergeant in the Criminal Investigations Division (CID). This position is being requested to ensure the caseload in CID can be managed efficiently. Fire Department $7,236,399 The Fire Department provides services to College Station, to our neighbors in Bryan through an automatic aid program, and to rural areas around College Station through mutual aid agreements. The Fire Department operates out of four stations located throughout the City. The basic services of the Fire Department are 1) fire response 2) emergency medical response, 3) fire prevention services, including commercial fire safety inspections and fire prevention training at local schools and various functions; 4) code enforcement activities performed by the community enhancement action center and 5) hazardous material response. There are 6 SLAs approved as part of the Fire Department budget, totaling, $265,682. $200,530 is approved for phase III of implementing the operating costs associated with fire station 5. Additionally, $7,500 for an employee recognition program, $19,852 for textbook training media, $6,300 for a commercial washer extractor, and $2,500 for digital camera and equipment to assist code enforcement personnel. Due to the rising costs of services, $29,000 is included in order to maintain the current service level in the FY 04 approved budget. Public Works $17,514,541 The Public Works Department maintains streets, drainage and greenways, and the City's traffic control system. It is also responsible for refuse collection, capital project engineering and construction, as well as fleet and facilities maintenance. Also included is the budget for the Brazos valley Solid Waste Management Agency. One service level adjustment is included in the approved budget for the Public Works Administration Division. $20,000 is approved to hire a consultant to help identify and prioritize traffic issues in many of the elementary, middle, and high school areas. City and CSISD staff will use the results of this traffic study in subsequent years to select candidate schools and projects so that the grant program can best meet the needs of both agencies and the constituents they represent. The Facilities Maintenance division provides support services to City departments through the maintenance of City facilities. This entails all City buildings including heating, ventilation and cooling systems. Additionally, Facilities Maintenance performs some minor building construction and remodeling activities. The Division also supervises facility repair fund uses to ensure that facilities and equipment are repaired and replaced in a timely manner. Budget Overview The discussion below focuses on the various City departments and functions provided by each department. It is intended to discuss the approved changes and to identify the basic functions of the various city departments. A number of departments have functions that cross both the Visions Statements and among the various funds of the City. The overlaps between departments, funds and Vision Statements will be noted for the reader. The Department totals represent the operating portion of the budget. 12 The Street Division of the Public Works Department strives to ensure that the street system within the City of College Station is properly maintained. This is done through a number of programs including a street rehabilitation program that addresses street repair before more expensive reconstruction measures are needed. The Streets Division also coordinates with the Engineering Division to plan and develop major street capital projects that involve rebuilding roadways that need upgrades. The Street Division also provides routine pothole patching and other maintenance services. The effectiveness of this service is measured by determining whether 95% of the streets in the City have a grade of “C” or better, using the Pavement Management System. The Streets Division’s FY 04 Approved Budget includes a service level adjustment for $91,000. These funds will be used to support maintenance activities of recent annexation. Approximately 22 lane miles of streets were added to the street inventory due to the recent annexation. Drainage issues have been critical in the last several years in College Station. Drainage issues can impact both health and public safety, as well as Transportation and Mobility issues. The Drainage service level provides a drainage maintenance program that keeps the storm carrying capacity of the system adequate in College Station. Mowing of rights of way and creek cleaning are the primary ways this service level is provided. The total approved budget is $544,013. There are two SLA’s approved for the Drainage Division of Public Works. The first approved SLA is for $11,500 to carry out a mosquito abatement program within City limits. The second approved SLA is for a full-time operator and 2 full-time Public Service Workers to maintain right of ways and ditches in compliance with our current weed ordinance. The cost of this is $152,309. The traffic signal and sign system in College Station serves as an integral traffic flow control mechanism throughout the City. The system is critical during peak traffic times, such as during the Texas A&M football season. The Traffic Signal Division is responsible for maintaining and repairing traffic signals and school warning devices in order to provide safe and efficient movement of vehicles and pedestrians. Traffic Signs will receive an additional Traffic Signals technician in FY 04. This position comes from the Engineering Division in Public Works. One service level adjustment is included in the Traffic Signals budget for FY 04. $60,000 is approved to provide funding for uninterrupted power supply for traffic signals at 6 traffic intersections in the City. This will provide the ability to operate certain key traffic signals in the event of a power outage for a period of time. The total approved budget is $745,937. The Department of Public Works Engineering Division is responsible for the administration of the City’s capital improvement plan. This includes the building of projects approved as part of bond elections such as streets, fire stations, libraries, and others; as well as capital projects for the public utilities such as electric, water, wastewater, and drainage projects. The total approved budget is $690,725. The Public Works Fleet Services Division manages the vehicle and equipment fleet, also performing preventive maintenance and vehicle repair. The City of College Station maintains a fleet of vehicles and heavy equipment to provide services to the citizens of College Station. Nearly every City department depends on having a reliable fleet of vehicles to provide services. Some of these services include Police and Fire services, Solid Waste Collection, Public Utilities, among others. There are no service level adjustments approved in the Fleet Services budget. The total approved budget is $1,133,084. There is one approved SLA in the amount of $11,585 included in the Fleet Services FY 04 Approved Budget. These funds will be used to purchase 3 hydraulic vehicle lifts. The Sanitation Division of the Public Works Department provides a number of services to meet the local need for municipal solid waste collection. These include providing residential containers, curbside recycling, brush and grass clipping collection, street sweeping and the removal of virtually any waste that may be disposed of in the local landfill or through composting. Commercial service is also provided to local businesses. Commercial service offers collection in small and large plastic receptacles, and is loaded with side mounted automated collection equipment. Customers with greater volumes also have the 13 option of using roll off containers that hold a larger capacity and are serviced by front load collection equipment. The total approved budget is $3,938,158. The Brazos Valley Solid Waste Management Agency (BVSWMA) is a cooperative arrangement between the Cities of College Station and Bryan to provide solid waste disposal service. BVSWMA is responsible for running the landfill, developing and implementing alternative disposal programs for waste that cannot be placed into the current landfill site, and providing for long-term disposal for the two cities and other customers of the agency. The total approved budget is $6,488,035. Approved expenditures include two service level adjustments. The first, $600,000 will be used for the design and construction of approximately 70 acres of Pre-Subtitle D and Subtitle D Final Cover for the Rock Prairie Road Landfill. Funds from this SLA will also be used to provide an Active Gas Collection and Control System (GCCS). The second SLA, requests $1,100,000 the construction and oversight of Fill Sector 18 at the Rock Prairie Road Landfill. Parks & Recreation Department$6,407,522 The Parks and Recreation Department is responsible for the College Station park facilities and recreation programs. Among the services provided are athletics, recreation and instruction programs for youth and adults in activities including softball, swimming and tennis. Also provided are programs and special events at the Wolf Pen Creek Amphitheater and other park locations throughout the City. The Parks Department operates a number of special facilities including three City-owned swimming pools and the CSISD Natatorium. The Conference Center is operated to provide meeting space for various groups and organizations. The Lincoln Center is a community center that provides positive programming and serves as a satellite center for social services. The Xtra Education program provides citizens of all ages the opportunity to enhance their quality of life through various continuing education programs. The Parks Operations Division maintains park facilities, including ballfields and pool sites, through regular mowing and maintenance projects. The Forestry Division, through horticultural and landscaping efforts, ensures that City property is maintained in an aesthetically pleasing manner. The City Cemetery is included in the property maintained by the Forestry Division. There is six-service level adjustments (SLAs) approved in the Parks and Recreation FY 04 budget. There are two approved SLAs in the Parks Administration Division, which include $70,500 for signs for the Wolf Pen Creek District to identify trail entrances and vehicular gateway; and $9,500 for a large format copier to produce blueprints. Two service level adjustments are approved for the Recreation Division. The first, $19,950 will be used to provide funds for the increases in officiating fees. This cost will be offset in part by increases in user fees. The second SLA approved for the Recreation Division for $25,130 for the City’s 65th Birthday Celebration. One SLA is approved for Parks Operations. $55,100 is recommended for the ongoing operations and maintenance costs associated with Lick Creek Park, which is under construction. This SLA will contract out the landscape maintenance of the City Hall/Fire Administration Complex and the Police Department/Cy Miller Park, and allow those Park resources to be shifted to Lick Creek Park. Finally, $8,600 is approved for a vehicle upgrade in the Forestry Division. Development Services $2,164,761 The Development Services Department provides oversight for new development in the City. Development Services works to ensure that there is compliance with zoning, subdivision, drainage and other ordinances. This ensures the community develops in a manner consistent with the policies established by the City Council. The development process includes planning and construction functions as well as development coordination activities. Also involved in the development process are other areas such the Fire Department and the Public Utilities Department. In FY 03, a vacant Secretary position was reclassified into an Assistant Director for Development Services position. This position upgrade was made to improve Development Services. This upgrade results in an increase in cost of approximately $59,000. This increase is included in the Development Services base budget. Development Services has three approved service level adjustments (SLA's) for FY 04 in the amount $124,015. The first approved SLA request is for 14 the purchase of TRANSCAD Software and the hiring of a part-time intern. This software will analyze transportation impacts regarding thoroughfare and land use changes. The cost of this SLA is $17,511. The second approved SLA is for an additional plans examiner in the building division. In FY 03, commercial and residential building continues to remain strong in the City. Therefore, an additional position would allow plans to be reviewed in a timely manner. The cost of this SLA is $46,504. The third approved SLA, for $60,000, will fund the development of further annexation strategies. Office of Technology and Information Services $5,425,187 The Office of Technology and Information Services (OTIS) provides a number of internal services to the City organization. In addition, the Department manages the franchise agreements that the City of College Station has with telecommunication, cable and natural gas providers in the community. Services provided from General Fund revenues include OTIS Administration, Management Information Services (MIS) for micro to mid-range computer users, and Geographic Information Services (GIS). The OTIS internal service funds include Communication Services, Print/Mail, and Utility Billing. The OTIS Department has six approved SLA’s in the amount of $327,799. The first approved SLA is for the electrical franchise with BTU in the amount of $100,000. The second approved SLA is for the purchase of a citizen contact software. This software would allow a method for citizens to submit service requests via the internet or telephone. The cost of this SLA is $53,000. The third approved SLA is for the maintenance costs associated with the Public Safety Computer System, which is currently being installed. The cost of this SLA is $53,853. The fourth approved SLA is a continuation from an approved SLA from FY 03. This SLA would fund the purchase of a license in order to continue to install Microsoft XP Software as a standard desktop suite for the City. The cost of this SLA is $60,000. This is the second year of a two-year plan to upgrade all City computers to this standard desktop suite. The fifth approved SLA is maintenance costs for various existing software, such as HTE modifications and Lotus Notes which is used in the Police Department. The cost of this SLA is $3,755. The final approved SLA is for replacement cost for uninterruptable power supply at a cost of $57,191. The Communications Division is responsible for the maintenance of telephone, radio, and other communications systems used by the City of College Station. The approved FY 04 budget for the Communications Division is $579,360. The Print/Mail Division is responsible for providing printing and mail services to City Departments. The approved FY 04 budget for the Print/Mail Division is $321,492. Utility Customer Service Division is responsible for the metering, billing, and collection of electric, water, wastewater, sanitation, and drainage utility fees. The Utility Customer Division has three approved SLA’s in the amount of $82,591. The first approved SLA would provide funding for the use of credit card payment option for customers. The cost of this SLA is $30,000. The second approved SLA is for the purchase of software to read bar code return pay stubs. Also approved in this SLA is the reduction of a part-time position due to the efficiency of this automatic billing function. The cost of this SLA is $48,500. The final approved SLA for the Utility Customer Service Division is for replacement costs for uninterruptable power supply in the amount of $4,091. Fiscal Services $2,605,941 The Fiscal Services Department provides Fiscal Administration, Accounting, Purchasing, and Risk Management services to the City organization. It also oversees the operations of the Municipal Court. Fiscal Services Administration oversees the other areas of the Department and handles cash and debt issues for the City while ensuring all funds are invested prudently. The Accounting and Purchasing Divisions work closely together to ensure that purchases are made and recorded according to guidelines. The Risk Management function seeks to ensure that the City’s exposure to physical and financial losses is minimized through a number of programs addressing worker safety. Municipal Court collects the fines and fees for the City. The Fiscal Services Department has six approved SLA’s in the amount of $211,436. The first approved SLA submitted is from fiscal administration for payment to the Brazos County Appraisal District in the amount of $16,000. The second approved SLA would fund a project to perform an inventory and valuation of non-utility infrastructure. The cost of this SLA is $20,000. 15 The third approved SLA is for an additional Customer Service Representative in the Municipal Court Division at a cost of $31,568. The fourth approved SLA would allow for the hiring of a Payment Plan Compliance Coordinator for the Municipal Court Division in the amount of $34,152. The fifth approved SLA is for overtime for police officers to serve warrants. The cost of this SLA is $35,000. The final approved SLA submitted by the Fiscal Services Department is for the collection of credit card fees from customer paying by credit card. The cost of this approved SLA is $22,800. The approved SLA’s in the Municipal Court Division are anticipated to result in an increase of fine revenue of approximately $500,000 per year. The move to the new municipal court building will allow for increases in efficiency and fine collections. General Government $3,925,389 The General Government Department includes many of the administrative functions of the City. The City Secretary’s Office is responsible for elections, records management, City Council support and other activities. The approved budget is $358,509, which includes one approved service level adjustment in the amount of $47,710. The purpose of this SLA is to fund a bond and charter election. The City Manager’s Office is responsible for the day to day operations of the City, making recommendations on current and future issues to the City Council, and providing short and long-term direction for the organization. The approved budget is $543,485. Community Programs is an activity center in the City Manager's Office and is responsible for providing a number of programs including Teen Court and Citizens University. Community Programs has one service level adjustments for FY 04. This SLA proposes funds to renew the Decision-Making for First Offenders Class, which is funded by a grant through the Juvenile Accountability Incentive Block Grant fund. The approved budget is $119,476, which includes the SLA for the incentive block grant fund in the amount of $7,020. Another key support area for the organization is the Legal Office. The Legal Office provides legal services and support to the City Council and the City staff. Among the services provided by this office are legal advice, contract writing, and litigation. The approved Legal Office budget is $671,325. The Office of Budget and Strategic Planning prepares, monitors, and reviews the annual budget. This office also coordinates the City’s strategic planning process, which is closely tied to the City’s budget. In addition, the Office of Budget and Strategic Planning provides management and organization review services to City departments. The approved budget is $307,377. The Human Resources Department assists in recruiting, hiring, and retaining the most appropriate candidates for City positions. Human Resources provides employee training and administers the compensation and benefits program. The Human Resources Department has one approved service level adjustment for an increase in benefits to a secretarial position. Currently this position is benefited at seventy-five percent. The approved budget is $427,198, which includes the SLA in the amount of $2,802. The Emergency Management Division is responsible for coordinating emergency and/or disaster training, mitigation, preparedness, planning, response and recovery for the City. The approved FY 04 budget is $95,915. This amount includes one approved SLA in the amount of $3,000 for the purchase and maintenance of an alert system. This is one-third of the total cost of $9,000. Brazos County and the City of Bryan will be procuring the remaining cost equally for this alert system. Public Communications and Marketing is a division of the General Government Division which provides timely, factual, and understandable information to College Station residents, both directly and through the news media. The Public Communications Division has three approved SLA’s in the amount of $298,442. The first approved SLA would allow for the purchase of television equipment, supplies, and the hiring of a media specialist to operate the cameras in-house. The cost of this SLA is $198,442. The second approved SLA would allow for the update of the 1988 City history video “Golden Memories.” The cost of this SLA is $5,000. The final approved SLA would allow the City to develop a low band radio station, which could be used for emergency management as well as general public information. The cost of this SLA is $95,000. 16 The approved Public Communications and Marketing budget is $558,559. The Community Development Department helps provide low cost housing and other public assistance through community development block grant funds from the federal government. These funds are used to assist low to moderate-income residents of College Station. Assistance is provided through housing services, public agency funding, public facility improvements, and economic development activities. The total Community Development approved budget is $4,593,072. The approved administrative budget is $598,294, which includes one service level adjustment in the amount of $3,773. The purpose of this is SLA is to fund a part-time intern. The Economic Development Department is responsible for coordinating economic development activities in College Station. The department director serves as the staff liaison to the Economic Development Corporation. The Economic Development FY 04 approved operating budget is $245,251. The approved budget includes one service level adjustment in the amount of $15,000. The purpose of this SLA is to provide directional signs to the Northgate District. Electric Division $45,043,565 The Electric Division is responsible for providing cost efficient and reliable electric service to the citizens, businesses, and institutions in College Station. Electric service is critical to the ability to encourage new employment and prosperity in the City. The total Electric Fund budget is $45,043,565 Water Division - Operations $4,023,032 A reliable and safe supply of potable water is necessary for any community. The City of College Station has the capacity to produce approximately 18.29 million gallons per day of potable water. The Water Division has developed high standards of reliability, which assures customers their needs will be met with supplies, which meet or exceed all federal and state mandated standards. As a City enterprise, the full cost of service for water production, transmission, and distribution is recovered by charging customers for consumption on a per unit basis. SLAs in the Water Division total $199,800 in the FY 04 Approved Budget. These SLA’s include $72,800 for the equipment to assist with power interruptions and blackouts, $40,000 for protective coating on pump stations, $12,000 for chlorine covers, $25,000 for SCADA equipment, $5,000 to train technical personnel, and $45,000 to design a drainage structure. Wastewater - Operations $3,677,415 Effective sanitary sewer collection and treatment is essential to public health in an urban environment. Over the last several decades, the standards have increased for this infrastructure. The past upgrades to the Carter Creek Wastewater Treatment Plant were directly related to those changing standards. As the system continues to grow, additional capital is needed for line extensions. The existing system will have to be maintained with line replacements and plant enhancements and expansions. Wastewater services are provided as an enterprise function with service related fees paying for the cost of service. The approved budget includes $186,960 in SLAs for the Wastewater Division. These SLAs include $33,500 for TCEQ mandate permit renewals, $28,000 for maintenance of equipment to help deal with power interruptions and blackouts, $74,000 for additional equipment for the sewer television van, $32,750 for SCADA equipment, $5,000 for training for technical personnel. $13,710 is also included to replace uninterrupted power supply devices. Other Funds and Capital Projects Funds The City uses a number of other funds to account for various types of activities and programs that do not strictly fall under one of the operating departments. These funds and the capital project budgets approved for FY 04 are described below. General Debt Service Fund The General Debt Service Fund is used to account for ad valorem taxes collected to pay for authorized general government debt. The debt service portion of the ad valorem tax rate is approved to be $27.32 cents per $100 assessed valuation. This is less than the FY 03 rate by $0.0099 cents. It is anticipated there will be capacity to fund an additional $35-$40 million in debt over the next 5 year period within the approved tax rate. Economic Development Fund The City created an Economic Development Fund to account for resources and expenditures directed at providing incentives for businesses and industries 17 to locate in the College Station/Bryan area. This is different from the funding provided to the Economic Development Corporation, which is included in the Electric Fund Budget. All resources set aside for these purposes will be transferred into this fund and will remain in the fund until expended for the intended purpose. The City has a number of potential and real prospects indicating a desire to locate in College Station. Resources in this fund will allow the City to meet its obligations to those and future prospects within the limits of the funds available. An additional $110,000 was added to this budget in FY 04. There is $610,000 approved in this fund for economic development incentives. Court Security and Court Technology Funds In 1999 the City adopted two new Municipal Court fees as authorized by the State Legislature. The Court Security Fee is designed to pay for security related projects at the Municipal Court facility. The Court Technology Fee is deigned to pay for technology related projects for the Municipal Court operation. It is anticipated that the Court Security Fee will generate $74,660 in FY 04, and the Court Technology Fee is projected to generate $99,960 in FY 04. These funds, along with existing fund balance from prior years, are approved to be appropriated for security and technology projects at the Municipal Court. Hotel/Motel Tax Fund The City receives a tax of 7% of room rental rates from persons staying in hotels or motels within the City. The City’s use of the taxes received is limited by state statutes to support of tourism and have a number of allowable uses specified in the law. The tax is used by the City to support the Convention and Visitors Bureau, to pay for activities in the Wolf Pen Creek Amphitheater, support the Arts Council of Brazos Valley, support of certain parks activities, and funding for the new conference center project. The total anticipated revenues are $2.229 million and anticipated expenditures are $2.275 million. The approved FY 04 Hotel/Motel Fund budget includes $1,019,633 for City Operations including the Conference Center, Wolf Pen Creek Operations, and other Parks programs and events that are eligible for Hotel/Motel Funds. The Arts Council recommended budget for FY 04 is $300,000. The Arts Council request is below the 15% limit that can be spent on art programs out of the Hotel/Motel Fund. These funds are for the operations of the Arts Council. The Convention & Visitors Bureau recommended budget is $915,200. This supports ongoing operations and maintenance of the Convention and Visitor Bureau. Cemetery Perpetual Care Fund This fund accounts for the sale of cemetery lots and other revenues that are collected through the College Station cemetery. The fund also accounts for expenditures on projects that take place in the cemetery. In FY 04 a service level adjustment is included in the amount of $55,000 to improve the rear entrance to the Cemetery. This will provide an alternate entrance to the cemetery, which will be important as Texas Avenue construction begins. Parks Xtra Education Fund The Parks Xtra Education Fund was established in FY 96 and is a joint effort between the City of College Station and the College Station Independent School District to provide community based education programs. The approved Parks Xtra Education Fund budget is $123,082. Parking Enterprise Fund The Parking Enterprise Fund accounts for the Parking operations of the City. This includes the parking lot, the parking garage, and the on street parking. The approved budget for FY 04 is $918,048, which includes a approved SLA in the amount of $14,250. This SLA would fund the purchase of digital cameras. Equipment Replacement Fund The City has a fund that serves to accumulate resources for the replacement of vehicles and large motorized equipment, the telephone and radio systems, and to provide replacement assets for the existing major technological infrastructure, and the replacement of copiers. Base budget revenues for the fund reflect the above policies. The revenues are automatically transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund expenses related to the specific functions. The approved FY 04 total revenues are $2,422,060, 3.45% higher than the FY 03 revised budget. The approved equipment replacement budget also includes $917,000 for the replacement of the City telephone system. Funds have been placed in the 18 replacement fund since 1994 when the phone system was last replaced. The approved FY 04 total expenditures are $3,363,756, a 6.63% increase from the FY 03 revised budget. Internal Services Fund Over the past several years the City has established three internal services funds for Fleet Services, Print/Mail and Communications. Each of these funds receives revenues from City departments to whom they provide services. Fleet Services is responsible for maintaining the rolling stock of the City of College Station. Print/Mail provides printing and mail services to the departments. The print services are provided based on the cost of providing the services. Departments have the option of either using the City print shop or taking the work to an outside print shop. The Communications Fund provides all of the phone and radio maintenance in the City system. Base budget revenues for the fund reflect the above policies. The revenues are transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund all expenses related to the specific functions. Print/Mail Fund The total approved revenues for FY 04 are $381,399; an increase of 0.97% over the FY 03 revised budget. The FY 04 approved expenditures are $367,321, an increase of 1.13% over the FY 03 revised budget. Communications Fund Revenues in this fund are projected to decrease 1.24% from the revised budget of FY 03. This decrease is mainly attributable to the lack of transfers in FY 04. Expenditure in this fund, are approved to increase by 0.12% to $679,360. This increase includes one service level adjustment in the amount of $18,951 for uninterruptable power supply replacement costs. Fleet Fund In FY 04, revenues in the Fleet Fund are projected to decrease by 4.94%. This decrease is due mainly to the reduction in fleet charges to Departments throughout the City’s organization. The FY 04 approved expenditures are $1,265,384, an increase of 0.88% from the previous fiscal year. This increase includes an SLA in the amount of $11,585 for hydraulic vehicle lifts. Self Insurance Fund The City of College Station is partially self-insured for property casualty and general liability, worker's compensation and unemployment compensation. The City participates in a PPO for employee and dependent health care. The City moved to the PPO in January 2003. This move was made as a result of the escalating health insurance costs seen in recent years. 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. These Funds are prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. The City is making changes to the risk management program, which are designed to control costs in the Property Casualty Fund and the Workers Compensation Fund. Property casualty costs are anticipated to increase in the future as the cost of insurance increases. Changes being considered include increasing the deductibles for the City and implementing a proactive risk management and safety program in order to better control claims and therefore control costs. This effort includes implementing a citywide safety training program, as well as other revisions in the way risk is managed in the City. Workers Compensation Fund Approved premiums are based on the actual amounts received from the City’s employees. Due to an increase in the number of employees and rate, premiums in this fund have increased 67% over the FY 03 adjusted budget. Expenditures in this fund have increased 27% from the previous fiscal year to $510,645. The rising costs associated with claims and premiums largely contributed to this increase. The claim increases 19 are a result of increased medical costs, and claims that were incurred in recent years. Property and Casualty Fund FY 04 approved revenues are based on the actual amounts assigned to the various operating activity centers. There will be an 11% increase over FY 03 for premiums and an overall decrease in revenues of 4%. Expenditures in this fund are projected to decrease by 3% in FY 04 to $509,145. Much of this decrease can be attributed to a reduction in pay outs on premiums. Employee Benefits Fund In FY 03, efforts to create a reserve in the fund so that future cost increases can be moderated were successful. An increase in health insurance premiums was approved for FY 03, as part of the effort to address continued cost increase in health insurance costs. These changes will continue to move the Employee Benefits Fund to a position of being self-sufficient. If the rate of growth continues to increase in health care costs, then the employee benefits fund will have to be re evaluated to determine what additional changes will need to be recommended. These changes have included charging employees for a portion of their health insurance cost.Additional premium increases are included in the approved FY 04 budget. The City is also actively participating in an effort to determine if there are benefits to the City, Brazos County, and the City of Bryan jointly providing health insurance. FY 04 expenditures are based on estimates of future claims, premiums, and other miscellaneous costs. Total approved expenditures are $4,506,437, an increase of 15% over the FY 03 revised budget. This increase is a result primarily of rising medical costs. Through education and training programs, efforts are being made to reduce the claims incurred. The City will continue to monitor claims to determine what additional plan changes need to be made. Unemployment Fund Revenues in this fund are collected much like the Workers Compensation Fund, based on employee collections. There is a 0.35% increase in expected FY 04 premiums over FY 03 budgeted revenues due to change in number of employees. Expenditures in this fund are expected to be the same as the previous fiscal year, $25,000. Capital Projects Funds The City has a number of capital project funds. General obligation bonds form the basic resource for general government projects such as streets, parks, traffic, public facilities, drainage and other such needs. However, the City has several other resources that may be used to supplement those resources, and help to hold down the ad valorem taxes necessary to pay for general obligation bonds. In addition to the general government projects, the City has bond funds for each of the utilities operated by the City. Operating funds from the Water Fund will be used to fund $10.4 million in capital projects. Other resources to fund capital projects include the Wolf Pen Creek Tax Increment Financing District, the Drainage Utility, and Parkland Dedication Funds. Each will provide resources that will be used to complete a number of projects over the next five years. Community Development funds will also be used to fund certain street projects in eligible areas, and park projects in the Tarrow Park and Lincoln Center area. General Capital Projects The following is a brief summary of some of the key general government projects scheduled for FY 04. Street Rehabilitation Projects In FY 04, $1.2 million is approved for rehabilitation to streets in the Southside Area. This is a multi-year effort to rehabilitate the infrastructure in older parts of College Station. Also in FY 04, $500,000 is approved for various street rehabilitation projects. In particular, $200,000 of this amount will be used to overlay newly annexed streets and $300,000 is approved for thoroughfare rehabilitation. Street extension projects include $632,404 for completing the widening George Bush Dr. from Texas Avenue to Harvey Road. $722,000 is the anticipated project expense for phase II of the Jones Butler Road project. Additionally, the FY 04 Approved Budget projects $2.2 million for the Longmire Drive extension project, $3.7 million toward the widening of Greens Prairie Road, and 20 $3.4 to for the extension of Dartmouth Drive from Krenek Tap Road to FM 2818. These street projects will help to address traffic issues that have been highlighted in the citizen survey and other feedback received from College Station citizens. Street TxDOT Capital Projects It is anticipated that $580,000 will be used for Texas Avenue Widening Phase II streetscaping, and $175,000 for the George Bush Drive medians. TxDOT timing on these projects will determine when these expenditures will be made. The City pays ten percent of right-of-way costs, and also pays for any enhancements, such as the application of any streetscaping desired in the project. Traffic Capital Projects In FY 04, there is no approved new budget appropriation for traffic signal enhancements. However, $72,000 is projected to cover the cost of widening Holleman at the intersection of Holleman and Texas Avenue. Sidewalks & Trails The City of College Station has worked over the years to ensure adequate transportation infrastructure for pedestrians and bicyclists. The City has an adopted sidewalk and bike loop plan. As new development occurs, sidewalks are an important aspect that must be considered. In FY 04, $75,000 is anticipated for neighborhood capital improvements, $132,000 to construct a section of sidewalks on Longmire and $50,000 to build sidewalks on Anderson. Parks Capital Projects The most significant parks projects for FY 04 are improvements to the Lincoln Center. The FY 04 budget includes $623,000 to expand the Lincoln Center and $350,000 to add a covered basketball pavilion to the facilities. These projects are funded through the Community Development Block Grant Funds. These projects are part of the implementation of the Tarrow Park master plan which the City Council approved earlier in 2003. Parkland Dedication Capital Projects $258,000 Parkland dedication funds can be used for projects in neighborhood parks within the various park zones. The funds come from a dedication required as new development occurs in College Station. In FY 04, projects anticipated to use parkland dedication funds include $700,000 for Woodway Park development and $175,000 for a park in Zone 10. General Government And Capital Equipment Capital Projects General government and capital equipment projects are planned assets that have value to more than one specific area of City operations. Two main divisions within this category are public facilities and technology projects. In FY 04, significant projects include: $1,255,780 for construction of Fire Station #5; $917,000 to replace the City phone system; $200,000 to complete the fiber loop; and $100,000 to begin setting aside funds for a topographic/aerial map. Other technology related projects approved for FY 04 include the completion of the replacement of the public safety computer system, as well as the addition of several other public safety technology projects. These include a police booking system, a police field reporting system, and a fire tone out system. Conference Center $5,876,802 In FY 04, the new approved budget appropriation of $5,876,802 is recommended for the Conference Center. It is anticipated that over $13 million in new and existing appropriation will be expended in FY 04. These funds will be used for the development of the Conference Center that will be located on the Highway 30/60 corridor in East College Station. Funds are also projected to be spent on associated infrastructure for the project. Since this budget was prepared the proposed Conference Center project was halted and will not be constructed at the proposed site with the proposed partner. The City Council is currently considering options on this matter. Business Park CIP $2,570,000 In FY 04, there are two significant business park related projects. These include $2,320,000 for the construction of the Spring Creek Corporate Campus Phase I and $415,000 for development of a new class B business center. An additional $250,000 is also included in the approved budget for costs associated with the existing business park. These costs include reimbursement for a fence being built, and funds for minor improvements in the existing business park facility. Wolf Pen Creek TIF $2,553,803 This district generates revenues that can be utilized in the Wolf Pen Creek District. The budget funding 21 is targeted for future Wolf Pen Creek projects. The Wolf Pen Creek trail project, which includes construction of a trail system in the Wolf Pen Creek area, will continue in FY 04. Utility Capital Projects The following is a brief summary of some of the utility capital projects scheduled for FY 04. These capital projects are funded either through existing revenues from these funds, through the issuance of utility revenue bonds. Electric Capital Projects $5,530,000 $5,530,000 is the approved expenditure amount for electric capital projects in FY 04. Water Capital Projects In FY 04, $6,101,737 is the projected new appropriations for water capital projects, and total water capital project expenditures are projected to be $14,769,051. Included in the Approved FY 04 Budget is over $1 million for water line rehabilitation in the Southside area, $3.2 million for the parallel water line transmission project, and $462,900 on projects to provide water to newly annexed portions of the City. Additionally, $4,174,837 is the projected expense for water capital project to provide water service to City residents not currently using College Station water. The Water Capital Projects Fund also includes $305,000 to improve the security of the water supply and $530,000 to provide backup power generation to the water system. Wastewater Capital Projects In FY 04, $6,159,720 is the projected new appropriations for wastewater capital projects, and total wastewater capital project expenditures are projected to be $7,343,720. In the Southside area, $1.5 million is included for the rehabilitation of wastewater infrastructure. Over $1 million is also included as projected expense for relocating and rehabilitating sewer line beneath Texas Avenue. This project is necessary because of the TxDoT widening of Texas Avenue, and will be done in conjunction with this project. As in the Water Division, the Wastewater Division includes $330,000 to improve security of wastewater facilities and $215,000 for backup power generation to operate the sewer system in the event of a power outage. In the FY 04 approved budget, $535,800 is included to provide sewer services to the newly annexed parts of the City. It is anticipated $4,000,000 in utility revenue bonds will be issued for wastewater capital projects in FY 04. Drainage Utility CIP The Approved FY 04 drainage capital projects budget includes $1,193,245 in improvements to the City's drainage system. The bulk of these expenditures will be for drainage channel improvements in the Bee Creek area at a cost of $3 million and the Wolf Pen Creek area at a cost of $1 million. Additional O&M Costs With the addition of new facilities and infrastructure, additional operations and maintenance costs may be incurred. Regarding infrastructure rehabilitation it is expected that O&M cost will decrease for those areas the project targeted. However, it is difficult to quantify the cost savings of rehabilitation since resources are used elsewhere and not removed from departmental budgets. The FY 04 budget is impacted by a number of capital projects that have been completed and have added additional operation and maintenance expense. The City’s General Fund and the utility funds have been and will continue to be impacted by capital projects as they come online. FY 04 Approved Budget includes an additional, $309,483 for operations and maintenance associated with capital projects coming on line. Conclusion The previous discussion provided the reader with an overview of the approved FY 04 budget and the key changes from the FY 03 budget. The following sections of the budget provide a more detailed discussion of the approved budget both by Council Vision Statement and by Fund. 22 CITY OF COLLEGE STATION FISCAL YEAR COMPARISON SUMMARY FY 04 APPROVED FY 04 APPROVED NET OPERATING % CHANGE FISCAL YEAR 2003-2004 TOTAL SOURCES TOTAL USES TRANSFERS & CAPITAL FROM PRIOR APPROVED BUDGET OF FUNDS OF FUNDS IN BUDGET FISCAL YEAR GENERAL FUND 42,847,209$ 41,701,534$ (5,784,593)$ 35,916,941$ 6.65% UTILITY FUNDS 79,750,189 62,579,292 0 62,579,292 2.34% SANITATION COLLECTION 6,062,327 4,845,347 0 4,845,347 1.70% BVSWMA 14,062,720 6,981,299 0 6,981,299 0.30% UTILITY CUSTOMER SERVICE FUND 2,236,074 2,324,471 (2,324,471) 0 NA ECONOMIC DEVELOPMENT 556,199 610,000 (610,000) 0 NA INSURANCE FUND 6,736,574 5,551,227 (5,551,227) 0 NA DEBT SERVICE FUND 9,830,074 9,267,686 (1,423,624) 7,844,062 (7.78%) HOTEL/ MOTEL TAX FUND 3,080,346 2,274,833 0 2,274,833 (3.22%) PARKING ENTERPRISE FUND 1,619,543 918,048 0 918,048 149.95% PARKS XTRA EDUCATION 146,673 123,082 0 123,082 0.34% POLICE SEIZURE FUND 16,798 2,700 0 2,700 (22.86%) INTERNAL SERVICES 11,351,008 5,675,821 (5,675,821) 0 NA COURT SECURITY FUND 190,380 168,548 0 168,548 53.23% COURT TECHNOLOGY FUND 293,216 245,000 0 245,000 145.00% COMMUNITY DEVELOPMENT 3,500,519 2,753,677 0 2,753,677 2.28% CEMETERY PERPETUAL CARE FUND 1,078,012 145,522 0 145,522 NA SUB TOTAL OF O&M 183,357,861$ 146,168,087$ (21,369,736)$ 124,798,351$ 3.31% GENERAL FUND 640,000$ 640,000$ -$ 640,000$ NA UTILITY FUNDS 10,400,000 10,400,000 0 10,400,000 400.00% COMMUNITY DEVELOPMENT 1,839,395 1,839,395 0 1,839,395 24.09% FUND BALANCE/WORKING 12,879,395$ 12,879,395$ -$ 12,879,395$ 209.43% CAPITAL TRANSFERS TO CIP UTIL CAP IMPROV PROJECTS 28,272,616$ 17,791,457$ (10,400,000)$ 7,391,457 (14.92%) GEN GOVT CAP IMPROV PROJ 32,013,672 7,504,014 (1,839,395) 5,664,619 (5.77%) DRAINAGE UTIL CAP IMPROV PROJ 7,925,196 1,193,245 0 1,193,245 (51.11%) CONVENTION CENTER CIP 18,206,029 5,876,802 0 5,876,802 136.68% WOLF PEN CREEK TIF 3,027,863 2,553,803 0 2,553,803 6.27% SUB TOTAL OF CAPITAL 89,445,376$ 34,919,321$ (12,239,395)$ 22,679,926$ 2.52% TOTALS 285,682,632$ 193,966,803$ (33,609,131)$ 160,357,672$ 9.02% FY 03 APPROVED FY 03 APPROVED NET OPERATING % CHANGE FISCAL YEAR 2002-2003 TOTAL SOURCES TOTAL USES TRANSFERS & CAPITAL FROM PRIOR APPROVED BUDGET OF FUNDS OF FUNDS IN BUDGET FISCAL YEAR GENERAL FUND 39,918,647$ 39,769,872$ (6,091,904)$ 33,677,968$ 3.81% UTILITY FUNDS 94,963,504 61,147,543 0 61,147,543 0.83% SANITATION COLLECTION 5,973,835 4,764,539 0 4,764,539 0.66% BVSWMA 15,982,342 6,960,558 0 6,960,558 33.65% UTILITY BILLING FUND 2,698,142 2,307,802 (2,307,802) 0 NA ECONOMIC DEVELOPMENT 1,072,262 962,209 (962,209) 0 NA INSURANCE FUND 6,482,565 4,817,381 (4,817,381) 0 NA DEBT SERVICE FUND 11,335,369 9,464,758 (958,500) 8,506,258 5.80% HOTEL/ MOTEL TAX FUND 2,835,840 2,350,583 0 2,350,583 0.15% PARKING ENTERPRISE FUND 555,160 367,296 0 367,296 (63.40%) PARKS XTRA EDUCATION 130,872 122,670 0 122,670 16.42% POLICE SEIZURE FUND 9,340 3,500 0 3,500 (68.18%) INTERNAL SERVICES 10,914,329 5,100,864 (5,100,864) 0 NA COURT SECURITY FUND 194,590 110,000 0 110,000 35.64% COURT TECHNOLOGY FUND 233,960 100,000 0 100,000 (47.92%) COMMUNITY DEVELOPMENT 3,402,587 2,692,349 0 2,692,349 (44.16%) CEMETERY PERPETUAL CARE FUND 0 0 0 0 (100.00%) SUB TOTAL OF O&M 196,703,344$ 141,041,924$ (20,238,660)$ 120,803,264$ 0.98% UTILITY FUNDS 2,080,000$ 2,080,000$ -$ 2,080,000$ (75.42%) COMMUNITY DEVELOPMENT 1,482,333 1,482,333 - 1,482,333 NA SANITATION COLLECTION 0 0 0 0 NA HOTEL/ MOTEL TAX FUND 600,000 600,000 0 600,000 0.00% FUND BALANCE/WORKING 4,162,333$ 4,162,333$ -$ 4,162,333$ (54.06%) CAPITAL TRANSFERS TO CIP UTIL CAP IMPROV PROJECTS 19,543,712$ 10,767,900$ (2,080,000)$ 8,687,900 (27.43%) GEN GOVT CAP IMPROV PROJ 28,985,644 7,493,869 (1,482,333) 6,011,536 (58.35%) DRAINAGE UTIL CAP IMPROV PROJ 6,375,969 2,440,748 0 2,440,748 72.49% CONVENTION CENTER CIP 18,117,542 3,083,038 (600,000) 2,483,038 (21.92%) NORTHGATE PARKING CIP 0 0 0 0 (100.00%) WOLF PEN CREEK TIF 3,294,788 2,403,200 0 2,403,200 (24.13%) MEL ROSE TIF 96,278 96,000 0 96,000 (57.33%) SUB TOTAL OF CAPITAL 76,413,933$ 26,284,755$ (4,162,333)$ 22,122,422$ (36.37%) TOTALS 277,279,610$ 171,489,012$ (24,400,993)$ 147,088,019$ (10.02%) 23 CITY OF COLLEGE STATION NET BUDGET $160,357,672 BVSWMA 4% COMBINED UTILITIES 45% SANITATION COLLECTION 3% DEBT SERVICE FUND 5% GEN GOVT CIP 5% WPC TIF 2% HOTEL/ MOTEL TAX FUND 2% COMMUNITY DEVELOPMENT 3%GENERAL FUND 22% UTILITY CIP 5% DRAINAGE CIP 1% CONFERENCE CENTER 4% 24 CITY OF COLLEGE STATION ALL FUNDS SUMMARY EXPENDITURE BY FUND REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM FUND FY 01-02 FY 02-03 FY 02-03 FY 03-04 FY 03-04 FY 03 TO FY 04 GENERAL FUND 36,745,411$ 39,847,902$ 39,311,195$ 38,603,571$ 41,003,769$ 2.90% PARKING ENTERPRISE FUND 408,860 367,556 329,751 368,560 385,135 4.78% XTRA EDUCATION FUND 57,454 92,080 92,080 92,020 92,020 -0.07% ELECTRIC FUND 7,676,664 5,921,554 5,882,157 5,943,126 6,364,985 7.49% WATER FUND 3,582,533 3,890,830 3,776,223 3,792,507 4,014,132 3.17% WASTEWATER FUND 2,931,523 3,476,400 3,468,759 3,466,337 3,677,415 5.78% PURCHASED POWER 32,017,834 30,000,000 30,574,000 30,134,000 30,134,000 0.45% SANITATION FUND 3,974,599 3,941,263 3,963,532 3,917,922 3,938,158 -0.08% UTILITY BILLING FUND 1,447,074 1,695,106 1,642,652 1,702,364 1,803,990 6.42% FLEET FUND 1,118,865 1,107,333 1,104,480 1,111,789 1,133,084 2.33% PRINT/MAIL FUND 353,140 315,540 331,997 319,051 321,492 1.89% COMMUNICATIONS FUND 532,237 593,550 567,608 555,414 579,360 -2.39% BVSWMA FUND 4,497,736 6,760,096 7,062,688 4,737,983 6,488,035 -4.02% COMBINED FUND TOTAL 95,343,930$ 98,009,210$ 98,107,122$ 94,744,644$ 99,935,575$ 1.97% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 01-02 FY 02-03 FY 02-03 FY 03-04 FY 03-04 FY 03 TO FY 04 SALARIES & BENEFITS 36,721,834$ 38,962,311$ 38,693,614$ 39,185,183$ 40,371,978$ 3.62% SUPPLIES 3,724,823 5,107,293 5,050,970 4,581,486 4,994,572 -2.21% MAINTENANCE 5,150,779 4,854,993 4,739,612 4,543,585 4,706,332 -3.06% PURCHASED SERVICES 16,161,243 17,547,281 17,424,920 15,400,109 18,084,738 3.06% CAPITAL OUTLAY 1,567,417 1,537,332 1,624,006 900,281 1,643,955 6.94% PURCHASED POWER 32,017,834 30,000,000 30,574,000 30,134,000 30,134,000 0.45% COMBINED FUND TOTAL 95,343,930$ 98,009,210$ 98,107,122$ 94,744,644$ 99,935,575$ 1.97% PERSONNEL SUMMARY BY FUND REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM FUND FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 GENERAL FUND 535.25 550.75 550.50 550.50 561.75 2.04% PARKING ENTERPRISE FUND 8.0 8.0 8.0 8.0 8.00 0.00% XTRA EDUCATION FUND 0.0 0.0 0.0 0.0 0.00 0.00% ELECTRIC FUND 59.5 59.5 58.5 58.5 59.50 1.71% WATER FUND 31.0 31.0 31.0 31.0 31.00 0.00% WASTEWATER FUND 36.0 38.0 38.0 38.0 38.00 0.00% SANITATION FUND 34.5 35.5 36.5 36.5 36.50 0.00% UTILITY BILLING FUND 30.5 30.5 30.5 30.5 30.00 -1.64% FLEET FUND 15.0 15.0 15.0 15.0 15.00 0.00% PRINT/MAIL FUND 5.0 5.0 5.0 5.0 5.00 0.00% COMMUNICATIONS FUND 5.0 5.0 6.0 6.0 6.00 0.00% BVSWMA FUND 26.5 26.5 25.5 25.5 25.50 0.00% COMBINED FUND TOTAL 786.25 804.75 804.50 804.50 816.25 1.46% 25 ANALYSIS OF TAX RATE FY 03-04 APPROVED APPROVED FY 03 FY 04 Assessed Valuation of Real and Exempt Property $3,151,961,166 $3,522,272,128 (Based on 100% of Market Value) Less: Exempt Property $317,659,070 $352,147,872 Less: Agricultural Loss $32,451,400 $45,233,970 Less: Over 65 and Veterans Exemptions $42,890,060 $46,449,460 Less: House Bill 366 $95,873 $99,769 Less: Abatements $28,600,746 $41,572,761 Less: Proration $167,053 $570,958 Less: Freeport $6,531,511 $7,289,944 Taxable Assessed Value $2,723,565,453 $3,028,907,394 O&M and Debt Service Portion $2,692,939,790 $2,988,936,031 TIF Captured Value $30,625,663 $39,971,363 Total $2,723,565,453 $3,028,907,394 Apply Tax Rate per/$100 Valuation 0.4777/$100 0.4653/$100 Total Tax Levy $13,010,472 $14,093,506 Estimate 100% Collection $13,010,472 $14,093,506 Tax Rate Per Percent Estimated $100 Valuation Of Levy Collections Debt Service 0.2732 58.7%$8,165,773 General Fund 0.1921 41.3%$5,741,746 Wolf Pen Creek TIF #1 0.4653 100%$185,987 26 ANALYSIS OF PROPERTY VALUATIONS TOTAL TOTAL APPRAISAL MARKET EXEMPT TAXABLE YEAR VALUATION VALUE VALUE * 1993 1,446,692,180 177,229,893 1,269,462,287 1994 1,648,484,066 194,215,922 1,454,268,144 1995 1,814,639,141 203,017,772 1,611,621,369 1996 1,935,322,710 234,121,234 1,701,201,476 1997 2,065,133,267 245,085,209 1,820,048,058 1998 2,208,019,033 276,453,209 1,931,565,824 1999 2,420,818,924 308,471,247 2,112,347,677 2000 2,661,115,250 345,752,888 2,315,362,362 2001 2,870,510,984 380,950,901 2,489,560,083 2002 3,151,961,166 428,395,713 2,723,565,453 2003 3,522,272,128 493,364,734 3,028,907,394 * Assessed value is 100% of the estimated value. 0 500 1,000 1,500 2,000 2,500 3,000 3,500 MILLIONS1993 1994 1995 1996 1997 1998 1999 2000 2001 2002 2003 CITY OF COLLEGE STATION AD VALOREM TAX VALUATIONS 27 CITY OF COLLEGE STATIONCITYATTORNEYCITYSECRETARYMUNICIPALJUDGESAPPOINTEDBOARDSCOMMUNITYPROGRAMSOFFICE OFBUDGETANDSTRATEGIC PLANNINGPUBLICCOMMUNICATIONSANDMARKETINGEMERGENCYMANAGEMENTADMINISTRATIONSUPPRESSIONPREVENTIONEMSFIREADMINISTRATIONUNIFORMPATROLCRIMINALINVESTIGATIONSSPECIALSERVICESQUARTERMASTERCOMMUNICATIONS /JAILPROFESSIONALSTANDARDSINFORMATIONSERVICESPOLICEBUSINESS PARKEDC LIAISONREDEVELOPMENTTOURISMDEVELOPMENTRETAILDEVELOPMENTSPECIAL PROJECTS/CIPCOMMUNITYDEVELOPMENTECONOMICDEVELOPMENT/COMMUNITY DEV.ACCOUNTINGPURCHASINGRISKMANAGEMENTMUNICIPALCOURTFISCALSERVICESADMINISTRATIONRECREATIONSPECIALFACILITIESPARKSOPERATIONSFORESTRYCONVENTION &VISITORS BUREAUARTS COUNCILPARKS &RECREATIONBUILDINGINSPECTIONPLANNINGENGINEERINGDEVELOPMENTDEVELOPMENTSERVICESSTREETSDRAINAGEFLEETTRAFFICSOLID WASTECOLLECTIONENGINEERINGCAPITAL PROJECTSFACILITIESMAINTENANCEPUBLICWORKSELECTRICWATERWASTEWATERPUBLICUTILITIESMANAGEMENTINFORMATIONSERVICESGEOGRAPHICINFORMATIONAND MAP SERVICESCOMMUNICATIONSERVICESPRINT/MAILUTILITYCUSTOMERSERVICESLIBRARYOFFICE OFTECHNOLOGY &INFORMATIONSERVICESHUMANRESOURCESCITY MANAGER'S OFFICECity ManagerAssistant City ManagerMAYOR ANDCOUNCILCITIZENS OFCOLLEGE STATION28 CITY OF COLLEGE STATION FY2003-2004 STRATEGIC PLAN One of the primary roles of the College Station City Council is to determine the direction that the City of College Station will follow into the future. A long-term strategic plan can help the City Council set this course for the future. Strategic planning is especially important in a community such as College Station, where recent growth is expected to continue. Strategic planning is a process that requires decision-makers to focus on the overall mission of the City and the goals to be achieved. College Station’s strategic planning process facilitates the City Council and City staff’s ability to: x Align the City’s priorities with changing conditions and new opportunities; x Create shared commitments among Council members, City staff, and College Station residents regarding present and future endeavors; and develop new goals and strategies; x Assess the City’s strengths, weaknesses, opportunities, and threats. It is important to remember that strategic planning is only a set of concepts, procedures, and tools. It takes the combined efforts of the City Council and City of College Station employees to make any strategic planning effort meaningful and successful. The 2003-2004 Strategic Plan is a document that compiles the results of the City of College Station’s strategic planning process. The Strategic Plan establishes the City’s Council’s Mission and a series of Vision Statements that describe where the City Council would like the community to be in the future. The document outlines specific strategies and implementation plans to fulfill these visions. The Strategic Plan document can be accessed on the internet at www.ci.college-station.tx.us. The City of College Station has integrated the annual budgeting process with the strategic planning process. The Strategic Plan helps to prioritize how the organization will use current and future resources to achieve identified goals. In this way, the Strategic Plan drives budget preparation decisions and service delivery implementation. The City’s strategic plan is reviewed and updated on annual basis to ensure that it remains current and reflects the needs and desires of the residents of College Station. The following page include a summary of the College Station City Council’s Mission and four Vision Statements. This overview is organized according to Council approved priority. A more detailed list of all of the implementation plans required to carry out each strategy in the Strategic Plan is in Appendix L. 29 CCIITTYY OOFF CCOOLLLLEEGGEE SSTTAATTIIOONN MMIISSSSIIOONN SSTTAATTEEMMEENNTT On behalf of the citizens of College Station, home of Texas A&M University, we will continue to promote and advance the community’s quality of life. Core Values ¾Promote involvement and participation of the citizenry ¾Promote the health, safety, and general well being of the community ¾Promote fiscal responsibility ¾Promote collaboration and cooperation ¾Promote Regionalism ¾Promote being active member of the Brazos Valley community ¾Support activities that promote municipal empowerment ¾Promote Excellence in customer service VViissiioonn SSttaatteemmeennttss CCoorree SSeerrvviicceess We will continue to improve high quality customer focused basic city services at a reasonable cost. ¾We will provide infrastructure, with the capacity to meet current and projected needs. ¾We will promote public safety and health. ¾We will promote effective communication (interdepartmentally and to the public). ¾We will rehabilitate infrastructure as needed. ¾We will provide streets, traffic and transportation systems. ¾We will provide a workplace that fosters creative ideas for delivery of core services. PPaarrkkss aanndd lleeiissuurree SSeerrvviicceess We will continue to promote a wide range of leisure, recreational and cultural arts opportunities. ¾We will maintain an integrated parks system driven by connectivity. ¾We will promote programs and facilities that target all age groups. ¾We will promote cultural arts. ¾We will pursue regional planning and development efforts. PPllaannnniinngg aanndd DDeevveellooppmmeenntt We will continue to promote a well-planned community. ¾We will continue to revise and guide the development process through the Unified Development Ordinance (UDO). ¾We will continue to support an intermodal transportation action plan. ¾We will promote well-planned neighborhoods. EEccoonnoommiicc DDeevveellooppmmeenntt We will continue to promote a strong and diverse economic environment. ¾We will promote the development of strategic areas. ¾We will continue to strengthen and diversify the tax and job base. ¾We will promote tourism. ¾We will promote revitalization and redevelopment. ¾We will encourage and integrate the city’s economic development efforts with the Research Valley Partnership. 30 CORE SERVICES APPROPRIATIONS —CORE SERVICES Police Department $9,231,753 The Police Department provides services that help to maintain community safety. Among the services provided are 1) police patrol with certified police officers who are equipped with police vehicles and all necessary equipment, and assigned to specific areas of the city; 2) criminal investigation division which investigates reported crimes; 3) animal control; 4) jail and communications support for officers on the street and short term detention facilities that reduce the processing time of arrests; and 5) a professional standards division that serves a support and training function for the Department. Three service level adjustments are approved for the FY 04 CSPD operating budget. This includes $8,605 to develop a replacement and maintenance schedule for patrol bicycles. Three bicycles will be replaced in FY 04. $45,060 for traffic enforcement is also approved for FY 04. $33,795 will be reimbursed back to the City through the Selective Traffic Enforcement Program Grant. Finally, $99,784 is approved for an additional Sergeant in the Criminal Investigations Division (CID). This position is being requested to ensure the caseload in CID can be managed efficiently. CORE SERVICES $135,246,809* We will continue to improve high quality customer focused basic city services at a reasonable cost. Strategic Plan Summary: Core services are the basic services provided by the City of College Station. These include public safety, public works, public utilities, and the support service functions. The strategic plan addresses these core services through the following strategies: x We will provide infrastructure with the capacity to meet current and projected needs. x We will promote public safety and health. x We will promote effective communication (interdepartmentally and to the public). x We will rehabilitate infrastructure as needed. x We will provide streets, traffic and transportation systems. x We will provide a workplace that fosters creative ideas for delivery of core services. *This is the net total for the Core Services Vision Statement. ELECTRIC 31% WATER 18% FISCAL SRVC 2% FIRE 5% OTIS 4% GEN. GOVT 6% PUBLIC WORKS 16% POLICE 7% WASTEWATER 11% 31 This graph illustrates an increase in calls for service over the past year. A “Call for Service” is defined as any event or situation, reported by a citizen, which requires a response from the Police Department. This graph illustrates the past 5 years of major offenses. Fire Department $7,236,399 The Fire Department provides services to College Station, to our neighbors in Bryan through an automatic aid program, and to rural areas around College Station through mutual aid agreements. The Fire Department operates out of four stations located throughout the City. The basic services of the Fire Department are 1) fire response 2) emergency medical response, 3) fire prevention services, including commercial fire safety inspections and fire prevention training at local schools and various functions; 4) code enforcement activities performed by the community enhancement action center and 5) hazardous material response. Strategic Plan 2003-2004 In an effort to continue providing effective Fire and EMS services, CSFD’s FY 04 Approved Budget includes $200,530 for staffing and operating costs for Fire Station #5 scheduled to open in 2005. There are 6 SLAs approved as part of the Fire Department budget, totaling, $265,682. $200,530 is approved for phase III of implementing the operating costs associated with fire station #5. Additionally, $7,500 for an employee recognition program, $19,852 for textbook training media, $6,300 for a commercial washer extractor, and $2,500 for digital camera and equipment to assist code enforcement personnel. Due to the rising costs of services, $29,000 is included in order to maintain the current service level in the FY 04 approved budget. This graph illustrates the increase/decrease in incidents responded to by the Fire Department over the last three years. Fire Capital Projects In FY 04, the projected expense for capital projects related to providing fire services is $1,255,780. This expense is for the construction of fire station #5. Public Works Administration $565,738 This is the administrative division of the Public Works Department, which includes Streets, Drainage, Fleet, Traffic, and Solid Waste Collection. Public Works Administration is the primary customer contact point for these activities. One service level adjustment is included in the approved budget for the Public Works Administration Division. $20,000 is approved to hire a consultant to help identify and prioritize traffic issues in many of the elementary, middle, and high school areas. City and CSISD staff will use the results of this traffic study in subsequent years to select candidate schools and projects so that the grant program can best meet the needs of both agencies and the constituents they represent. Calls for Service 42,000 44,000 46,000 48,000 50,000 52,000 54,000 56,000 58,000 99 00 01 02 03 Estimate Fiscal YearThousands Major Crimes 0 500 1,000 1,500 2,000 2,500 99 00 01 02 03 Estimate YearsThousands Incidents Dispatched 0 500 1,000 1,500 2,000 2,500 3,000 2001 2002 2003 2004 estNumber of IncidentsEMS FIRE 32 Facilities Maintenance $1,138,266 The Facilities Maintenance function provides support services to City departments through the maintenance of City facilities. This entails all City buildings including heating, ventilation and cooling systems. Additionally, Facilities Maintenance performs some minor building construction and remodeling activities, and supervises the repair funds to ensure facilities and equipment are repaired and replaced in a timely manner. Streets Division $2,270,462 The Street Division of the Public Works Department strives to ensure that the street system within the City of College Station is properly maintained. This is done through a number of programs including a street rehabilitation program that addresses street repair before more expensive reconstruction measures are needed. The Streets Division also coordinates with the Engineering Division to plan and develop major street capital projects that involve rebuilding roadways that need upgrades. Strategic Plan 2003-2004 To provide effective street programs, routine street maintenance is a part of day to day operations. $91,000 of the FY 04 Approved Budget is dedicated to ensuring that recently annexed streets receive the maintenance necessary to continue effective street programs. A total of $10.8 million is included in the approved capital budget for street capital projects. The Street Division also provides routine pothole patching and other maintenance services. The effectiveness of this service is measured by determining whether 95% of the streets in the City have a grade of “C” or better, using the Pavement Management System. Streets FY 04 Approved Budget includes a service level adjustment for $91,000. These funds will be used to support maintenance activities of recent annexation. 22 lane miles of streets were added to the street inventory due to the recent annexation. Street Rehab. Capital Projects $1,700,000 In FY 04, $1.2 Million is approved for rehabilitation to streets in the Southside Area. This is a multi-year effort to rehabilitate the infrastructure in older parts of College Station. Also in FY 04, $500,000 is approved for various street rehabilitation projects. In particular, $200,000 of this amount will be used to overlay newly annexed streets and $300,000 is approved for thoroughfare rehabilitation. Street Extension Capital Projects Street extension projects include Jones Butler Road, and Longmire south to Cypress Meadows. Other projects included in the FY 04 capital projects budget are the extension of Dartmouth to FM 2818 and the Greens Prairie Widening project. Street TxDOT Capital Projects In FY 04, the City will be working in conjunction with the Texas Department of Transportation. In FY 04, the City expects to complete the Texas Avenue Streetscape Phase II and the medians on George Bush Drive. It is anticipated that $580,000 will be used for Texas Avenue streetscaping, and $175,000 for the George Bush Drive medians. TxDOT timing on these projects will determine when these expenditures will be made. The City pays ten percent of right-of-way costs, and also pays for any enhancements, such as the application of any streetscaping desired in the project. Strategic Plan 2003-2004 An effort to upgrade older infrastructure areas in College Station is a priority in FY 03-FY 04. In particular, the Southside Area will see significant infrastructure rehabilitation over the next several years. Drainage - Operations $544,013 Drainage issues have been critical in the last several years in College Station. Drainage issues can impact both health and public safety, as well as Transportation and Mobility issues. The Drainage service level provides a drainage maintenance program that keeps the storm carrying capacity of the system adequate in College Station. The mowing of right of ways and creek cleaning are the primary ways this service level is provided. There are two approved SLAs in the Drainage Division of Public Works. The first approved SLA is in the amount of $11,500 and is requested to carry out a mosquito abatement program within City limits. The second approved SLA in the amount of $152,309 is for a full time Operator and two-full time Public Service Workers to 33 maintain right of ways and ditches in compliance with our current weed ordinance. Drainage Utility CIP $1,193,245 The approved FY 04 drainage capital projects budget includes $1,193,245 in improvement to the City's drainage system. The bulk of these expenditures will be for drainage channel improvements in the Bee Creek area at a cost of $3 million and the Wolf Pen Creek area at a cost of $1 million. Traffic Signs & Signals $745,937 The traffic signal system in College Station serves as an integral traffic flow control mechanism throughout the City. The system is critical during peak traffic times, such as during the Texas A&M football season. The Traffic Signal Division is responsible for maintaining and repairing traffic signals and school warning devices in order to provide safe and efficient movement of vehicles and pedestrians. Traffic Signs will receive an additional Traffic Signals technician in FY 04. This position comes from the Engineering Division in Public Works. One service level adjustment is included in the Traffic Signals budget for FY 04. $60,000 is approved to provide funding for uninterrupted power supply for traffic signals at 6 traffic intersections in the City. This will provide the ability to operate certain key traffic signals in the event of a power outage for a period of time. Traffic Capital Projects In FY 04, there are no new budget appropriations for traffic signal enhancements. However, $72,000 is projected to cover the cost of widening Holleman at the intersection of Holleman and Texas Avenue. Sidewalks & Trails Capital Projects $124,000 The City of College Station has worked over the years to ensure adequate transportation infrastructure for pedestrians and bicyclists. The City has an adopted sidewalk and bike loop plan. As new development occurs, sidewalks are an important aspect that must be considered. In FY 04, $75,000 is anticipated for neighborhood capital improvements, $132,000 to construct sidewalks on Longmire, and $50,000 to build a section of sidewalks on Anderson. Engineering Division $690,725 The Engineering division is responsible for the administration of the City’s capital improvement plan. This includes the building of projects approved as part of bond elections such as streets, fire stations, libraries, and others; as well as capital projects for the public utilities such as electric, water, wastewater, and drainage projects. Sanitation $4,845,347 The Sanitation Division of the Public Works Department provides a number of services to meet the local need for the collection of municipal solid waste. These include providing residential containers, curbside recycling, brush and grass clipping collection, street sweeping and the removal of virtually any waste that may be disposed of in the local landfill or through composting. Commercial service is also provided to local businesses. Commercial service offers collection in small and large plastic receptacles, and is loaded with side mounted automated collection equipment. Customers with greater volumes also have the option of using roll off containers that hold a larger capacity and are serviced by front load collection equipment. This graph illustrates volumes, in tons, of refuse collected and disposed of by the Sanitation Division, since FY 01. Fleet Services $1,265,384 The City of College Station has a fleet of vehicles and heavy equipment to provide services to the citizens of College Station. Nearly every City department depends on having a reliable fleet of vehicles to provide services. Many of these services include Police and Fire services, Solid Waste Collection, Public Utilities, among others. The Fleet Services Division manages the fleet and performs preventive maintenance and vehicle repair. In Fleet Services, there is one approved SLA in the amount of $11,585 and is included in the Fleet Services FY 04 Approved Budget. The purpose of this approved SLA would allow for the purchase of 3 hydraulic vehicle lifts. Refuse Collected 5,000 10,000 15,000 20,000 25,000 30,000 35,000 01 02 03 04 estTons (thousands) RESIDENTIAL COMMERCIAL 34 Brazos Valley Solid Waste Management Agency $6,981,299 The Brazos Valley Solid Waste Management Agency (BVSWMA) is a cooperative arrangement between the Cities of College Station and Bryan to provide solid waste disposal service. BVSWMA is responsible for landfill operations, developing and implementing alternative disposal programs for waste that cannot be placed into the current landfill site, and providing for long- term disposal options for the two cities and other customers of the agency. BVSWMA is in the process of acquiring a new landfill site in Grimes County to meet future landfill needs. These approved expenditures include two service level adjustments. The first, $600,000 will be used for the design and construction of approximately 70 acres of Pre-Subtitle D and Subtitle D Final Cover for the Rock Prairie Road Landfill. Funds from this SLA will also be used to provide an Active Gas Collection and Control System (GCCS). The second SLA, requests $1,100,000 for the construction and oversight of Fill Sector 18 at the Rock Prairie Road Landfill. Strategic Plan 2003-2004 Siting a new landfill is a critical program for BVSWMA. The present landfill on Rock Prairie Road has a capacity through 2008. BVSWMA is in the process of permitting a site located in Grimes County. Electric Fund $45,043,565 The Electric Division is responsible for providing cost efficient and reliable electric service to the citizens, businesses, and institutions in College Station. Electric service is critical to encourage new employment and prosperity in the City. The total Electric Fund budget is $45,043,565. Electric Capital Projects $5,530,000 is the approved expenditure amount for electric capital projects in FY 04. Water Fund $18,803,582 A reliable and safe supply of potable water is necessary for any community. The City of College Station has the capacity to produce approximately 18.29 million gallons per day of potable water. The Water Division has developed high standards of reliability, which assures customers their needs will be met with supplies, which meet or exceed all federal and state mandated standards. As a City enterprise, the full cost of service for water production, transmission, and distribution is recovered by charging customers for consumption on a per unit basis. The operating portion of the Water Fund is $5,000,895. SLAs in the Water Division total $199,800 in the FY 04 Approved Budget. These SLAs include $72,800 for the equipment to assist with power interruptions and blackouts, $40,000 for protective coating on pump stations, $12,000 for chlorine covers, $25,000 for the Supervisory Control and Data Acquisition (SCADA) equipment, $5,000 to train technical personnel, and $45,000 to design a drainage structure. The non-operating portion of the Water Fund budget totals $13,802,687. This includes $12,500 for Economic Development, $2,490,947 for Debt Services, and $10,400,000 to be used out of operating funds for Capital projects. Water — CIP $6,101,737 In FY 04, $6,101,737 is the approved appropriation for water capital projects. Included in the Approved FY 04 Budget is over $1 million for water line rehabilitation in the Southside area, $3.2 million for the parallel water line transmission project, and $462,900 on projects to provide water to newly annexed portions of the City. Additionally, $4,174,837 is the projected expense for water capital projects to provide water service to City residents not currently using College Station water. The Water Capital Projects Fund also includes $305,000 to improve the security of the water supply and $530,000 to provide backup power generation to the water system. Strategic Plan 2003-2004 An effort to upgrade older infrastructure areas in College Station is a priority in FY 03-FY 04. In particular, the Southside Area will see significant repair and/or replacement of substandard water and wastewater lines over the next several years. Wastewater Fund $9,131,875 Effective sanitary sewer collection and treatment is essential to public health in an urban environment. Over the last several decades, the standards have increased for this infrastructure. The past upgrades to the Carter Creek Wastewater Treatment Plant were directly related to those changing standards. As the system continues to grow, additional capital is needed for line extensions. The existing system will have to 35 be maintained with line replacements and plant enhancements and expansions. Wastewater services are provided as an enterprise function with service related fees paying for the cost of service. The operating portion of the Wastewater Fund Budget is $4,600,967. The approved budget includes $186,960 in SLAs for the Wastewater Division. These SLAs include $33,500 for TCEQ mandate permit renewals, $28,000 for maintenance of equipment to help deal with power interruptions and blackouts, $74,000 for additional equipment for the sewer television van, $32,750 for SCADA equipment, $5,000 for training for technical personnel. $13,710 is also included to replace uninterrupted power supply devices. The non-operating portion of the Wastewater Fund is $4,530,908. This includes $20,000 for Economic Development and $3,571,608 for Debt Service. Wastewater - CIP $6,159,720 The FY 04 includes $6,159,720 in new appropriation expenditures for numerous wastewater capital projects. In the Southside area, $1.5 million is included for the rehabilitation of wastewater infrastructure. Over $1 million is also included as projected expense for relocating and rehabilitating sewer line beneath Texas Avenue. This project is necessary because of the TxDoT widening of Texas Avenue, and will be done in conjunction with this project. As in the Water Division, the Wastewater Division includes $330,000 to improve security of wastewater facilities and $215,000 for backup power generation to operate the sewer system in the event of a power outage. In the FY 04 approved budget, $535,800 is included to provide sewer services to the newly annexed parts of the City. Office of Technology and Information Services $2,720,345 The Office of Technology and Information Services (OTIS) provides a number of internal services to the City organization. In addition, the Department manages the franchise agreements, which the City of College Station has with telecommunication, cable and natural gas providers in the community. Services provided from General Fund revenues include OTIS Administration, Management Information Services (MIS) for micro to mid-range computer users, and Geographic Information Services (GIS). The OTIS internal service funds include Communication Services, Print/Mail, and Utility Customer Service. The OTIS Department has six approved SLAs in the amount of $327,799. The first approved SLA is for the electrical franchise with BTU in the amount of $100,000. The second approved SLA is for the purchase of a citizen contact software. This software would allow a method for citizens to submit service requests via the internet or telephone. The cost of this SLA is $53,000. The third approved SLA is for the maintenance costs associated with the Public Safety Computer System, which is currently being installed. The cost of this SLA is $53,853. The fourth approved SLA is a continuation from an approved SLA from FY 03. This SLA would fund the purchase of a license in order to continue to install Microsoft XP Software as a standard desktop suite for the City. The cost of this SLA is $60,000. This is the second year of a two-year plan to upgrade all City computers to this standard desktop suite. The fifth approved SLA is maintenance costs for various existing software, such as HTE modifications and Lotus Notes which is used in the Police Department. The cost of this SLA is $3,755. The final approved SLA is for replacement cost for uninterruptable power supply at a cost of $57,191. Strategic Plan 2003-2004 E-Government continually adopts a more integral role in the relationship between the citizen and local government. The City of College Station is committed to providing these advancements to the citizen. In FY 03 and in FY 04, the following will help carry out this philosophy: an online Utility Bill payment system, online traffic citation payment system, and an up to date web site. Communications & Print/Mail $1,046,681 The Communications Division is responsible for the maintenance of telephone, radio, and other communications systems used by the City of College Station. The approved FY 04 budget for the Communications Division is $679,360. The Print/Mail Division is responsible for providing printing and mail services to City Departments. The approved FY 04 budget for the Print/Mail Division is $367,321. Utility Customer Service $1,803,990 Utility Customer Service is responsible for the metering, billing, and collection of electric, water, wastewater, sanitation, and drainage utility fees. The Utility Customer Division has three approved 36 SLAs in the amount of $82,591. The first approved SLA would provide funding for the use of credit card payment option for customers. The cost of this SLA is $30,000. The second approved SLA is for the purchase of software to read bar code return pay stubs. Also approved in this SLA is the reduction of a part-time position due to the efficiency of this automatic billing function. The cost of this SLA is $48,500. The final approved SLA for the Utility Customer Service Division is for replacement costs for uninterruptable power supply in the amount of $4,091. This chart demonstrates the steady growth in the number of utility bills mailed annually by Utility Customer Service. Fiscal Services $2,605,940 The Fiscal Services Department provides Fiscal Administration, Accounting, Purchasing, and Risk Management services to the City organization. It also oversees the operations of the Municipal Court. Fiscal Services Administration oversees the entire Department and also handles cash and debt issues for the City while ensuring all funds are invested prudently. The Accounting and Purchasing Divisions work closely together to ensure that purchases are made and recorded according to guidelines. The Risk Management function seeks to ensure that the City’s exposure to physical and financial losses is minimized through a number of programs addressing worker safety. Municipal Court collects the fines and fees for the City. The Fiscal Services Department has six approved SLAs in the amount of $211,436. The first approved SLA submitted is from fiscal administration for payment to the Brazos County Appraisal district in the amount of $16,000. The second approved SLA would fund a project to perform an inventory and valuation of non-utility infrastructure. The cost of this SLA is $20,000. The third approved SLA is for an additional Customer Service Representative in the Municipal Court Division at a cost of $31,568. The fourth approved SLA would allow for the hiring of a Payment Plan Compliance Coordinator for the Municipal Court Division in the amount of $34,152. The fifth approved SLA is for overtime for police officers to serve warrants. The cost of this SLA is $35,000. The final approved SLA submitted by the Fiscal Services Department is for the collection of credit card fees from customer paying by credit card. The cost of this approved SLA is $22,800. The approved SLAs in the Municipal Court Division are anticipated to result in an increase of fine revenue of approximately $500,000 per year. The move to the new municipal court building will allow for increases in efficiency and fine collections. General Government $2,525,695 The City Secretary’s Office is responsible for elections, records management, City Council support and other activities. The City Manager’s Office is responsible for the day to day operations of the City, making recommendations on current and future issues to the City Council, and providing long-term organizational direction for the City. Community Programs has one approved service level adjustment for FY 04 in the amount of $7,020. This SLA would allow the Teen Court Program to receive a matching grant. Another key support area for the organization is the Legal Office. The Legal Office provides legal services and support to the City Council and the City staff. Among the services provided by this office are legal advice, contract writing, and litigation. The Office of Budget and Strategic Planning prepares, monitors, and reviews the annual budget. This office also coordinates the City’s strategic planning process, which is closely tied to the City’s budget. In addition, the Office of Budget and Strategic Planning provides management and organization review services to City departments. The Human Resources Department assists in recruiting, hiring, and retaining the most appropriate candidates for City positions. Human Resources provides employee training and administers the compensation and benefits program. The Human Resources Department has one approved service level adjustment in the amount of $2,802. This SLA would increase the Utility Bills Mailed 100 200 300 400 01 02 03 Est 04 PropThousands 37 benefits for a full-time secretarial position. Currently, the position is budgeted at seventy-five percent. The Emergency Management Division is responsible for coordinating emergency and/or disaster training, mitigation, preparedness, planning, response and recovery for the City. The approved FY 04 budget is $94,958. This amount includes one approved SLA in the amount of $3,000 for the purchase and maintenance of an alert system. This is one-third of the total cost of $9,000. Brazos County and the City of Bryan will be procuring the remaining cost equally for this alert system. Public Comm. and Marketing $558,559 Public Communications and Marketing is a division of the General Government Division which provides timely, factual, and understandable information to College Station residents, both directly and through the news media. The Public Communications Division has three approved SLAs in the amount of $298,442. The first approved SLA would allow for the purchase of television equipment, supplies, and the hiring of a media specialist to operate the cameras in-house. The cost of this SLA is $198,442. The second approved SLA would allow for the update of the 1988 City history video “Golden Memories.” The cost of this SLA is $5,000. The final approved SLA would allow the City to develop a low band radio station, which could be used for emergency management as well as general public information. The cost of this SLA is $95,000. Also included in the Public Communications and Marketing budget is $4,500 for Sister Cities. This outside agency provides opportunities for students in College Station to experience foreign culture through exchange programs. Strategic Plan 2003-2004 So as to improve public communications and interaction, the City is committed to effectively utilizing television. For FY 04, $198,442 in funds is approved to provide funding for in- house production and broadcast of City Council meetings and other meetings as appropriate. Community Development $4,593,072 The Community Development Department helps provide low cost housing and other public assistance through community development block grant funds from the federal government. These funds are used to assist low to moderate-income residents of College Station. Assistance is provided through housing services, public agency funding, public facility improvements, and economic development activities. The Community Development Division has one approved SLA for FY 04. This approved SLA would fund the hiring of a part-time intern to assist in duties in the Community Development Office. The cost of this SLA is $3,773. General Government and Capital Equipment CIP $1,167,000 General government and capital equipment projects are planned assets that have a value to more than one specific area of City operations. The two main divisions within this category are public facilities and technology projects. In FY 04, significant projects include: $1,255,780 for construction of Fire Station # 5; $917,000 to replace the City's phone system, $200,000 to complete the fiber loop, and $100,000 to begin setting aside funds for a topographic/aerial map. Other technology related projects approved for FY 04 include the completion of the replacement of the public safety computer system, as well as the addition of several other public safety technology projects. These include a police booking system, a police field reporting system, and a fire tone out system. Cemetery Perpetual Care $55,500 The Cemetery Perpetual Care Fund provides the funding to maintain the College Station Cemetery. $55,500 is approved to add landscaping to improve the aesthetics of the rear entrance to the Cemetery, and to increase the roadbed size to allow two-way traffic to the Anderson entrance. Other Health & Public Safety Expenditures $128,498 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 approved FY 04 Health Department budget is $113,498. $5,000 will be provided to Retired Senior Citizens Volunteer Program to provide volunteer travel reimbursement and volunteer insurance, recruit and recognize volunteers, offset printing costs for R.S.V.P. publications, and provide training and development for volunteer managers. 38 $10,000 is approved to help fund the Dispute Resolution Center. The Dispute Resolution Center provides mediation and other alternative dispute resolution services to residents of the Central Brazos Valley. The Center also provides Basic and Family Mediation training. The DRC is the only non-profit mediation center in the area. These funds will be used to allow the Center to increase its current level of service. The following pages of this section detail the service levels and performance measures for the operating divisions on the Core Services Vision Statement. Also included are the budget and position summaries for each of the divisions. 39 POLICE DEPARTMENT ADMINISTRATION Description & Budget Explanation The Administration Division is responsible for the administrative support of all divisions in the Police Department. Fy 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $527,763 $713,791 $808,619 $709,468 Position Summary 6 8 10 * 9 * Crime Analyst transferred to Division 49 Program Name: Administration Service Level:To ensure that Departmental programs and activities are in line with the department mission statement and accomplished within budgetary limitations. Performance Measures: FY 01 FY 02 FY 03 Fy 04 Actual Actual Estimate Approved Effectiveness - Complaints are investigated within 30 days of assignment. 71% 68% 86% 85% Efficiency - The Department stays within budget overall. 100% 100% 100% 100% Output - Percent of chapters of policy revised annually. 100% 100% 100% 100% 40 POLICE DEPARTMENT UNIFORM PATROL Description & Budget Explanation: The Uniform Patrol Division is responsible for providing police patrol and traffic enforcement duties. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $3,782,457 $4,097,327 $4,174,442 $4,074,642 Position Summary 67.5 67.5 66.5 66.5 Program Name: Uniform Patrol Service Level:Provide timely initial police services on a 24 hour basis incorporating a community policing philosophy with an emphasis on problem solving. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of time Patrol Officers' time that is Proactive 47% 43% 40% 40% Reactive 53% 57% 60% 60% Efficiency - Average response time on high priority calls. 5.88 mins 6.01 mins 6.00 mins 6.00 mins - Average response time on low priority calls. 15.81 mins 16.46 mins 15.00 mins 15.00 mins - Percentage of total accidents that are alcohol related. 2.56% 2.00% 2.00% 2.00% Output - No. of high priority calls handled 4,844 4,398 4,500 4,500 - No. of low priority calls handled 45,190 33,223 40,000 40,000 - Total number of calls handled 50,034 56,388 57,000 58,000 - No. of DWI arrests 300 236 240 240 - No. of DUI arrests 46 75 75 75 - No. of problems addressed 128 60 50 50 - No. of problems resolved 68 17 25 25 Program Name: Special Enforcement Section Service Level: Provide traffic safety services. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - No. of injuries at high accidents locations. 379 414 360 360 Output - No. of enforcement actions for high accident locations. 3,073 4,603 2,300 2,500 - No. of directed traffic patrols performed. 123 340 160 200 41 POLICE DEPARTMENT CRIMINAL INVESTIGATION Description & Budget Explanation: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $805,091 $866,982 $958,340 $1,109,482 Position Summary 15 14 14 16 Program Name: Criminal Investigations Service Level: Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - 87% 85% *90% 90% - 99% 85% 75% 75% - Percent cleared by arrest. 43% 45% 45% 45% Efficiency - Percent assigned cases disposed 74% 61% 75% 75% - 1,810 1,970 2,200 2,400 - 1,487 1,667 1,650 1,800 - 643 510 743 810 *Survey will be conducted later in the year of within 30 days. Number cases assigned. Number cases cleared. Number cases cleared by arrest. Output The Criminal Investigation Division is responsible for the investigation of serious criminal offenses, including suspect, witness and victim interviews, documentation of crime scenes and evidence collection, monitoring and disrupting gang activity, and investigating illegal drug offenses. The Criminal Investigations Division also reviews and provides administrative oversight on all police reports taken by College Station Police Officers. To provide effective and efficient investigation of serious criminal offenses within a reasonable amount of time. To review all police offense and arrest reports for thoroughness and accuracy. Percent satisfied on customer survey. Percent cleared on follow-up cases. 42 POLICE DEPARTMENT PROFESSIONAL STANDARDS Description & Budget Explanation: The Recruiting and Training Division recruits, selects and trains sworn and civilian employees. Additionally, the Division provides continuing training to employees. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $277,479 $256,798 $340,804 $343,402 Position Summary 3444 Program Name: Recruiting & Training Service Level:To provide continuing education and training for the enhancement of the professional skills of employees. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage of sworn employees that receive an average of 80 hours of in-service training each. 100% 100% 100% 100% - Maintain a minimum 95% of authorized N/A N/A 99% 95% strength for sworn personnel Efficiency - Average number of training hours provided per employee, including part-time employees and FTO Program. 160 163 162 160 Output - No. of in-house training hours 14,970 15,521 9,580 9,000 - No. of applicants processed N/A N/A 630 600 - No. of recruiting trips N/A N/A 10 6 - No. of outside training hours 5,510 8,959 12,768 8,000 43 POLICE DEPARTMENT QUARTERMASTER Description & Budget Explanation: The Quartermaster Division is responsible for equipment, supplies, and maintenance purchased for the Police Department. The duties include the ordering and dispersal of supply and equipment items for use by all Department employees, and coordinating repairs for all the Department's facility and fleet needs. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $849,237 $756,138 $696,279 $743,757 Position Summary 1111 Program Name: Quartermaster Service Level: Provide equipment, supplies and maintenance for the Department. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - % satisfied on employee survey. 96% 100% 95% 95% Efficiency - % of Supply requests filled within 5 working days. 98% 98% 95% 95% Output - No. of supply requests filled within 5 working days. 804 684 700 700 44 POLICE DEPARTMENT COMMUNICATIONS/JAIL Description & Budget Explanation: The Communications/Jail Division is responsible for police communications and dispatch, provides safe and secure detention operations, and provides report taking capabilities for low priority calls. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,054,716 $1,156,871 $1,144,810 $1,189,279 Position Summary 28 27 27 27 Program Name: Public Safety Communications Service Level: Processing of Police, Fire, and EMS calls for service. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - % satisfied on Citizen Survey. 95.7% 94.4% 93.8% 75.0% Efficiency - Percent of priority 1 police calls dispatched within 3 minutes. 99% 99% 96% 96% - Percent of priority 1 fire calls dispatched within 1 minute. 98% 99% 96% 96% Output - Phone calls processed monthly. 25,454 24,234 25,000 25,000 - Phone calls processed monthly (8am-5pm). 12,833 12,636 12,240 12,240 - 911 phone calls monthly 1,220 1,220 1,150 1,150 - Total police incidents monthly. 8,831 8,147 8,600 8,600 - Total fire incidents monthly. 364 379 382 382 Program Name: Jail Service Level:Processing of prisoners allowing patrol officers to reduce transport and processing. time of prisoners; keeping an officer in service by taking low priority calls for service over the phone or in person. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Length of time to process arrestees. 30 mins. 30 mins 30 mins 30 mins Efficiency - Percent of priority 4 calls handled by Division. 6% 4% 10% 10% Output - No. of reports taken by Division monthly. 148 127 137 150 - No. of prisoners processed monthly. 531 404 365 380 45 POLICE DEPARTMENT SPECIAL SERVICES Description & Budget Explanation: The Special Services Division is responsible for coordination of the Tech-Prep Criminal Justice Program at A&M Consolidated High and both Middle Schools. The Division is also responsible for a number of programs that involve the community and the public school system, in crime prevention and safety education for our children. Additionally, the Division is responsible for animal control services in the City. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $611,766 $718,110 $713,084 $711,520 Position Summary 9111211 Program Name: Tech-Prep Criminal Justice Program Service Level:Coordinate the Tech-Prep Criminal Justice Program at A&M Consolidated High and Middle Schools while establishing positive relationships with students, faculty, staff and mentoring At-Risk Students. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Annual faculty and staff survey approval rate. 95.6% 99% 95% 95% Efficiency - Percentage of students enrolled receiving a passing (70%) grade. 94.3% 89% 95% 95% Output - No. of students in Tech-Prep Criminal Justice Courses. 377 328 325 325 - No. of at-risk students helped with mentoring sessions. 721 965 800 800 46 Program Name: Drug Resistance Education (DARE) Service Level:To provide a quality D.A.R.E. program to students in selected grades in the CSISD system, for the purpose of educating students of the consequences of substance use and abuse. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Annual faculty and staff survey approval rate. 100% 100% 95% 95% Efficiency - Percentage of students in 5th grade D.A.R.E. program that scored at least 70% on final written exam. 91.4% 90% 95% 95% Output - No. of students taught in the 5th Grade curriculum. 555 468 550 550 Program Name : Animal Control Service Level:To provide adequate and professional animal control services to the citizens and visitors to the City of College Station. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of citizens satisfied with service 80.4% 72% 80% 80% Efficiency - Percent of on-duty, animal calls responded to within 15 minutes. 71.7% 74% 75% 75% Output - Calls for service per year 3,274 4,068 3,600 4,000 - No. of animals handled per year 1,623 1,696 1,600 1,800 47 POLICE DEPARTMENT INFORMATION SERVICES Description & Budget Services The Information Services Division is responsible for processing and maintaining police records and evidence. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $325,443 $277,068 $301,350 $350,203 Position Summary 10978 Program Name: Information Services Service Level:Process and maintain accurate police records and evidence and provide for the effective and efficient retrieval, distribution, and storage of departmental records and evidence so that information requested by other divisions of the department, prosecutors, and the citizens is readily available. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on annual customer survey. 95% 90% 90% 95% - Percent of time that all incoming records/ evidence are processed correctly. 99% 99% 99% 99% Efficiency - Percent of time reports and supplements received by 9 a.m. are processed by 3 p.m. 96% 94% 95% 95% - Percent of time all citations are processed by 5 p.m. the day following the citation. 94% 94% 95% 95% - Output - No. of reports processed annually. 13,304 13,728 14,462 15,040 - No. of Record Technicians used to process reports. 3.67 3.75 3 3 - No of citations processed annually. 44,237 36,878 42,050 43,732 - No. of Record Technicians used to process citations. 1 1.5 1 1 - No. of evidence/property items processed annually. 5,611 5,448 6,412 6,668 - . 48 FIRE DEPARTMENT ADMINISTRATION Description & Budget Explanation: The Administration Division is responsible for the administrative oversight and administrative support of all divisions and operating units within the Fire Department. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $307,409 $457,199 $492,423 $364,294 Position Summary 4554 *includes Emergency Management Coordinator Program Name: Administration Service Level: Provide comprehensive planning, operational oversight, and budget preparation and monitoring for all divisions and functions within the Fire Department. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Ensure other divisions within the Fire Department meet their performance measures. N/A* N/A* 85% 95% Efficiency - The department operates within approved budget. N/A* N/A* 90% 95% Output - Percent of policies reviewed/revised annually. annually. 95% 90% 100% 100% - 1/4 shift meetings conducted. N/A* N/A* 90% 100% - 1/4 news letters sent to all employees. N/A* N/A* 100% 100% * New performance measures for FY03. 49 FIRE DEPARTMENT FIRE SUPPRESSION Description & Budget Explanation: The Operations Division provides emergency response to fire and hazardous materials incidents. Safety surveys of structures in the community are also performed by this function to help ensure that fire protection systems will work properly during an emergency. Automatic and mutual aid agreements with neighboring entities allows more integrated fire and hazardous materials response to the community. EMS operations were previously accounted for by this cost center but are assigned a separate division in FY 00 for increased tracking capabilities. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $3,138,460 $4,110,508 $3,868,572 $4,161,232 Position Summary 50 54 56 59 Program Name: Fire Department Suppression Service Level:Provide prompt, effective, and efficient response and mitigation for fire, rescue, and Haz-Mat emergencies. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of response time, which consists of dispatch to first arriving unit on scene (Response time consist of dispatch time*, turnout time, and drive time) >6 41% 39% 45% 39% <6 59% 61% 55% 61% <5 40% 42% 34% 42% <4 22% 22% 16% 22% <3 8% 10% 4% 10% - Percent of time fire damage is confined to the room/structure of origin. 100% 100% 95% 95% - Percent of time a stop loss*** on Haz-Mat incidents are achieved within 1 hour of on scene time. 99% 96% 96% 96% Output - Total number of unit responses. 2,237 2,250 2,250 2,250 - Total number of incidents. 1,603 1,600 1,600 1,600 *Dispatch time is tracked in Police Department's Communication Service Level ***Stop loss is the point in time in which the spread of a material has been contained ****Response times have been negatively influenced by two major factors (1)The Spreading population base is further from our stations (2)Problems with the MDT automated status system 50 Service Level:Provide services which enhance the survivability of citizens, visitors and emergency response personnel in our community during fires and other emergencies. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Output - Total no. of station tours 61 100 125 100 - Percent of pre-scheduled station tours 54% 47% 65% 41% - Percent of "walk-in" station tours 46% 53% 35% 59% - Total no. of station tour visitors 741 722 600 600 - Staff hours committed to station tours 209 204 200 200 - Total no. of public education appearances 90 82 75 75 - Staff hours committed to public education appearances 0 0 500 500 - Total no. of EMS riders 157 177 300 300 - % of EMS riders who are city employees. 39% 6% 5% 5% - % of EMS riders who are EMS trainees. 100% 98% 95% 95% - Total hours committed by EMS riders. 2,791 4187 3500 3200 Program Name: Training Service Level:Coordinate training, testing, and support necessary to provide prompt, effective and efficient response and mitigation for fire, rescue and Haz-Mat emergencies. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Required/actual continuing education hours: Fire 1200/2911 1780/4552 1200/2500 1200/2500 ARFF (Aircraft Rescue Fire Fighting) 140/792 120/559 140/250 140/250 Haz-Mat (Hazardous Materials) 500/600 168/1019 500/600 500/600 - No. of required/actual certifications maintained. 138/204 171/228 160/210 169/220 Efficiency - Cost per internal/external training hour 12.05/4.28 7.91/15.10 N/A N/A Output - No. of TXFIRS reports generated by CSFD N/A 4000 4100 4100 - No. of total fire training hours N/A 4000 4000 4200 **** This item will be part of a continous improvement program. 51 FIRE DEPARTMENT FIRE PREVENTION/COMMUNITY ENHANCEMENT Description & Budget Explanation: The Fire Prevention/Community Enhancement Division does a number of things related to safety to prevent fires as well as investigative services to determine the cause and origin of fires. Also included in this function is the maintenance and enforcement of city ordinances relating to zoning, sanitation, drainage, nuisance abatement and parking related violations. Fire Prevention is involved in the development process through the inspection of new buildings to ensure compliance with the fire code. Public safety and education programs are provided to the citizens of College Station. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $586,917 $670,037 $697,868 $700,206 Position Summary 10 10 11 11 Program Name: Fire Prevention Service Level: Provide prompt and thorough system acceptance tests and conduct building fire safety inspections to ensure code compliance. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of surveyed customers rating the fire new inspection service good to very good. 98% 98% 99% 98% - Percent of time acceptance tests are conducted within 1 working day of requests. 95% 95% 99% 95% - Percent of time new business final inspections are held within one working day of requests. 95% 99% 99% 98% Efficiency - Time per inspection. 1 hour 1 hour 1 hour 1 hour - No. of inspections per month per officer. 31 29 35 - Staff time cost per inspection. $22 $24 $24 $24 - Per capita operating expenditures (for all Fire Prevention/Code Enforcement activities).* $8.45 $8.95 $9.03 $9.14 Output - No. of visits per construction-renovation sites. 2 per week 2 per week 2 per week 2 per week - Total # of construction-renovation sites. 966 1,000 1,000 1,000 - No. of systems tests conducted per year. 149 180 175 175 - No. of fire safety inspections of businesses. 1,128 900 1,200 1,200 - Major violation follow-up time. 1 day 1 day 1 day 1 day - Minor violation follow-up time. 3 days 3 days 3 days 3 days * Major violations are any problems that pose an immediate threat to life, property or the environment. (Locked exits, sprinkler systems out of service, dumping of hazardous materials, unauthorized burning) Service Level:Determine fire cause and origin of all fires responses and location by occupancy of fire injuries/deaths. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of time fire cause and origin are determined when an investigator is called 99% 98% 98% 98% - Haz-Mat and fire code compliance cases initiated within 24 hours 100% 100% 100% 100% Efficiency - Avg. time spent per fire investigation 3 hours 3 hours 3 hours 3 hours 52 Service Level:Provide public safety education programs. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of class participants satisfied or very satisfied with public safety education programs. 99% 98% 98% 98% - Percent of College Station Citizens receiving public safety education programs ** ** 25% 25% Efficiency - Avg. time per class. 1 hour 1 hour 1 hour 1 hour - Avg. cost per student for fire safety training. $1.45 $1.05 $1.10 $1.10 Output - No. of participants in fire safety classes. 14,809 16,000 16,000 16,000 - No. of fire safety/code compliance classes. 260 200 300 200 Program Name: Community Enhancement (Code Enforcement) Service Level:Ensure a healthy and safe community through the timely, proactive, and reactive enforcement of property standards, codes and ordinances. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of staff time spent on proactive code enforcement. 59% 40% 40% 40% - Percent of calls investigated within 48 hours of call. 95% 95% 95% 95% - Percent of cases resolved within 90 days. 99% 99% 99% 99% - Percent of cases resolved by voluntary compliance. 99% 98% 98% 98% - % of cases requiring administrative action. 1% 2% 2% 2% Efficiency - No. of cases resolved per code employee. 2958 2966 2933 2933 - Cost per enforcement of parking violations. $1.50 $1.10 $1.10 $1.10 Output - Total no. of community enhancement cases. 12,077 12,550 13,075 13,075 - No. of premise* cases resolved. 8,875 8,900 8,900 8,800 - No. of proactive cases. 6,074 6,000 6,200 6,200 - No. of cases taking 90 days or more. 26 100 100 100 - 8,834 8,700 8,600 8,600 - No. of cases requiring administrative action. 41 200 200 200 - No. of Weeds & Grass cases. 2,346 2,100 2,000 2,000 - No. of Open storage cases. 1,238 1,200 1,200 1,200 - No. of sanitation related cases. 1,494 1,600 1,500 1,500 - No. of Junk/abandoned vehicle cases. 196 250 250 250 - No. of landscape and land-use zoning cases. 31 100 100 100 - No. of signs-handbills zoning cases. 3,134 2,500 2,700 2,700 - No. of PITY (parking in the yard) cases. 264 300 275 275 - No. of other code enforcement cases. 473 1,000 1,000 1,000 - No. of Code Cases Referred by PD or Dev SVS. ** ** 200 200 - No. of Joint cases with PD or Dev SVS. ** ** 50 50 - No. of public information contacts. 3,241 3,500 3,800 3,800 - Patrol fire lanes (days per week).6666 - No. of parking citations per year. 12,324 18,500 25,000 25,000 *Premise cases are nuisance issues like weeds and grass, junk vehicles, and litter. They also include zoning, sanitation and drainage ordinances. ** New No. of cases resolved by voluntary compliance. 53 FIRE DEPARTMENT EMERGENCY MEDICAL SERVICE Description & Budget Explanation: The Emergency Medical Service division provides emergency response to medically related emergency calls for assistance. Automatic and mutual aid agreements with neighboring entities allows more integrated EMS response to the community. EMS operations were previously accounted for by the Fire Suppression Division but is assigned a separate division in FY 00 to promote increased management capabilities of this critical service. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,760,105 $1,919,921 $1,970,050 $2,010,667 Position Summary 32 31 31 31 Program Name: Emergency Medical Services Service Level: Provide timely response, prompt patient assessment, quality treatment, and transport. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of ALS response time, which consists of dispatch to first arriving unit on scene (Response time consist of dispatch time*, turnout time, and drive time) >6 35% 30% 35% 35% <6 65% 70% 65% 65% <5 46% 50% 44% 44% <4 24% 29% 23% 23% <3 8% 13% 4% 4% - Percent of time patient's condition remained the same or improved during transport. 99% 97% 98% 98% Output - No. of ALS/BLS responses.** 942/540 980/530 975/500 985/520 - Total no. of unit responses. 4,428 4,568 4,600 4,615 - Total no. of incidents. 2,704 2,554 2,550 2,565 *Dispatch time is tracked in Police Department's Communication Service Level. **Advanced life support (ALS) treatment including the administration of medications, defibrillation/cardioversion (electric shocks to the heart), intravenous (IV) fluid therapy, advanced airway management, such as intubation, and blood pressure control with MAST (military anti-shock trousers). Basic life support (BLS) treatment including CPR, splitting, bandaging, spinal immobilization, and oxygen therapy. 54 Service Level:Coordinate training, medical direction, and support necessary to provide timely response, prompt patient assessment, quality treatment and transport. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Required/actual continuing education hours: EMT-Basic 20/39 20/42 20/20 20/20 EMT-Intermediate 30/39 30/42 30/30 30/30 EMT-Paramedic 40/39 40/42 40/40 40/40 - Percent of EMS patient reports reviewed for completeness, protocol compliance and safety adherence. 72% 18% 70% 50% - No. of required/actual certifications maintained. 197/235 197/235 193/225 196/225 Efficiency - Cost per internal/external training hour. 9.43/4.98 15.17/8.54 N/A N/A Output - No. of EMS patient reports generated by CSFD. 3138 3,000 3,000 3,015 - No. of EMS training hours. 9169 5,000 4,500 4,500 ** This item will be undergoing a continuous improvement evaluation 55 PUBLIC WORKS ADMINISTRATION Description & Budget Explanation: The Administration Division serves as the primary customer contact point, and provides administrative support for the nine divisions of the Public Works Department. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $393,024 $509,950 $529,476 $565,738 Position Summary 6777 Program Name: Administration Service Level:Provide prompt and reliable service to our customers both internal and external. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of internal customers satisfied on customer survey. 95% 95% 95% 95% Efficiency -No. of output items per support staff. 4,900 3,500 3,600 3,600 Output -No. of purchase requests submitted annually. 1,700 1,200 1,500 1,500 -No. of work orders assigned annually. 14,500 13,000 13,500 13,500 -No. of quarterly reports annually. 4444 56 PUBLIC WORKS FACILITIES MAINTENANCE Description & Budget Explanation: The Facilities Maintenance Division is responsible for the maintenance of the City's office spaces and buildings. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $924,310 $961,010 $1,113,781 $1,138,266 Position Summary 6677 Program Name: Facilities Maintenance Service Level:Maintain clean, safe, and comfortable working environment for City employees, customers, and citizens. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied on customer survey. 95% 90% 90% 90% Efficiency -Average response time to emergency repairs. 1 Day 1 Day 1 Day 1 Day -Ratio of emergency repair hours to total of all maintenance hours. 2% 1% 5% 3% -Work orders per employee. 337 284 N/A N/A -Total direct dollar cost/square foot of all maintained facilities $2.75 $2.75 $2.75 $2.75 -Custodial cost per square foot. $1.20 $1.20 $1.20 $1.20 Output -No. of Work orders annually. 1,684 1,419 1,400 1,500 -Total No. of labor hours to Work orders. 8,920 8,034 8,700 8,500 -Labor hrs to preventative maintenance. 600 905 1,200 1,400 -No of labor hrs to maintenance projects. 1,960 2,131 1,400 1,500 -No of labor hours to emergency repairs. 172 141 150 175 57 PUBLIC WORKS STREET MAINTENANCE Description & Budget Explanation: This Division is responsible for the repair and maintenance of City streets and the annual residential street rehabilitation program. The Streets Maintenance Division also provides barricades for special events such as bonfire, football games, parades, etc. and emergencies such as flooding, fires, ice storms and hazardous materials spills. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $2,098,089 $2,295,119 $2,148,605 $2,270,462 Position Summary 19 23 23 23 Program Name: Street Maintenance Service Level:Provide regular maintenance and care of city streets. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of pavement greater than or equal to level "C" 95% 95% 95% 95% (random sample of pavement inventory) - Percent of pavement greater than or equal to level "B"*N/A N/A N/A N/A (random sample of pavement inventory) - Percent of citizens satisfied with street condition 90% 95% 95% 95% Efficiency - Cost per capita $28.60 $28.50 $28.50 $28.50 - Cost per lane mile of sealcoat $7,420 $76 $76 $76 - Cost per mile of overlay $26,730 $26,980 $26,980 $26,980 Output - No. of street repair work orders 732 630 650 700 - No. of lane miles of street sealcoated 37 40.6 40 40 - No. of lane miles of street overlay 12.37 1.2 1.2 5 *New measure in FY '03 58 PUBLIC WORKS TRAFFIC SIGNS AND MARKINGS Description & Budget Explanation: This division is responsible for the installation and maintenance of traffic signs and pavement markings. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $147,132 $142,342 $161,055 $215,777 Position Summary 2 223 Program Name: Traffic Signs and Markings Service Level:Maintain, repair, and install street signs and pavement markings to provide safe and efficient movement of motorists, bicyclist, and pedestrian. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Missing stop sign replacement time 1 hrs 1 hrs 1 hrs 1 hrs - Replacement time for all other regulatory signs 96 hrs 96 72 hrs 72 hrs Efficiency - Cost per work order $143 $92 $100 $125 - No. of work orders per employee 962 756 800 800 Output - No. of work orders per year 758 1512 1600 1600 - No. of stop signs replaced 204 454 500 500 59 PUBLIC WORKS TRAFFIC SIGNALS Description & Budget Explanation: The Traffic Division is responsible for the repair and maintenance of traffic signals. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $436,467 $460,322 $480,646 $530,160 Position Summary 5 555 Program Name: Traffic Signals Service Level:Maintain and repair traffic signals and school warning devices to provide safe and efficient movement of vehicles and pedestrians. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage of system available 100% 100% 100% 100% Efficiency - Cost per work order $185 $271 $275 $275 - Cost per intersection $2,845 $2,915 $3,000 $3,000 - Total system downtime per year 6 hrs 0 hr 3 hr 3 hr - Response time to after-hours calls 1 hr 1 hr 1 hr 1 hr Output - No. of maintenance and repair work orders 1,804 1,651 1,700 1,700 - No. of signal bulbs replaced 103 1,886 1,500 1,500 - No. of signal heads replaced & repaired 3 13 15 15 - No. of operation hours per year 525,600 490,560 500,000 525,600 60 PUBLIC WORKS ENGINEERING Description & Budget Explanation: Engineering is responsible for managing the capital improvement program and construction inspection of the infrastructure of private development. This includes projects such as street construction and rehabilitation, drainage projects, water and wastewater utilities, sidewalks and bikeways, and public facilities. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $642,054 $609,672 $735,683 $690,725 Position Summary 11 11 11 10 Program Name: Engineering Service Level:Provide for effective and efficient use of Capital Improvement Funds, strategic issues; and management of department function. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of identified projects controlled by Engineering under contract 85% 89% 95% 95% - Percent of CIP budget controlled by Engineering under contract 94% 98% 95% 95% - Percent of budgeted capital projects designed and constructed within budget 100% 100% 100% 95% Efficiency - Administrative cost per project $13,873 $14,416 $17,126 $16,349 Output - No. of CIP projects planned. 46 45 43 44 61 PUBLIC WORKS DRAINAGE MAINTENANCE Description & Budget Explanation: The Drainage Maintenance Division is responsible for the care and maintenance of the drainage ways throughout the City. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $283,017 $367,854 $353,727 $544,013 Position Summary 5669 Program Name: Drainage Maintenance Service Level:Provide a drainage maintenance program that keeps the storm carrying capacity of the system adequate in College Station. Performance Measures FY01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Cost per capita per year for flood damage to structures (target not to exceed $2.00) $0.00 $0 $0 $0 -Right of way mowing program will maintain vegetation in 100% compliance with the City's weed ordinance. N/A N/A 50% 100% Efficiency - Cost per mile of right way mowing $108.00 $115.20 $118.00 $121.30 - Cost per mile of herbicide $0.42 $0.88 $0.88 $0.88 - Cost per mile of creek cleaning $77.90 $80.99 $80.99 $80.99 - Mow right of way on a 30 day cycle N/A N/A 45 days 30 days Output - No. of miles of right way mowing 497 445 465 465 - No. of miles of herbicide 465 460 460 460 - No. of miles of creek cleaned 19 9 19 19 62 PUBLIC WORKS SANITATION Description & Budget Explanation: The Sanitation Division is responsible for the collection of all municipal refuse, recycling and commercial refuse. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $3,704,146 $3,974,599 $3,963,532 $3,938,158 Revenue Summary $4,148,414 $4,372,857 $4,678,100 $4,771,580 Position Summary 34.5 35.5 36.5 36.5 Program Name: Residential Collection Service Level:Provide residential solid waste collection to College Station citizens. Performance Measures FY01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of missed collection reports per week 0.15% 0.16% 0.15% 1.00% Efficiency - No. of labor hours per ton of household garbage 1.68 1.44 1.49 1.7 - No. of labor hours per ton of bulky waste 4.17 3.98 4.41 4.9 - No. of labor hours per ton of Clean Green 4.08 3.54 5.21 6.5 - Cost per ton of household garbage $81.27 $72.58 $66.02 $80.00 - Cost per ton of bulky waste $202.07 $201.27 $196.11 $240.00 - Cost per ton of Clean Green $197.96 $178.75 $231.52 $320.00 - Residential monthly rate $10.70 $10.70 $11.70 $11.70 Output - No. of household tons collected 9,045 10,558 10,500 11,000 - No. of bulky tons collected 4,007 4,194 4,200 4,300 - No. of Clean Green tons collected 2,562 2,958 2,500 2,500 63 Program Name: Residential Recycling Service Level:Provide residential recycling collection to College Station citizens. Performance Measures FY01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of Residential Municipal Solid Waste (MSW) diverted annually 25.12% 27.47% 27.86% 22.00% - Participation rate N/A N/A N/A N/A - Lbs. Collected per household 13.22 12.1 11.7 15 Efficiency - Cost per ton, recycling $212.39 $230.12 $216.85 $220.00 - Revenue per ton, recycling $41.21 $25.72 $20.00 $20.00 - Net cost per ton, recycling (cost-revenues- avoided disposal costs) $147.67 $181 $197 $200 Output - No. of tons collected, recycling 978 941 880 1,000 - Avoided landfill costs $22,983.00 $22,113 $20,680 $23,500 Program Name: Commercial Collection Service Level:Provide sanitation to College Station businesses and apartments. Performance Measures FY01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of missed collection reports 0.028% 0.067% 0.045% 1.000% - Percent of customers satisfied with service N/A N/A N/A N/A Efficiency - Labor-hours per ton 0.77 0.81 0.78 1.00 - Cost per ton $37.25 $40.89 $34.82 $40.00 . Output - No. of tons collected 31,376 32,364 33,418 35,000 64 PUBLIC WORKS FLEET Description & Budget Explanation: The Fleet Services Division is responsible for the care and maintenance of all vehicles and equipment in the City fleet. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,253,123 $1,118,865 $1,104,480 $1,133,084 Position Summary 15 15 15 15 Program Name: Fleet Services Service Level:Provide prompt, reliable maintenance service at cost effective rates. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -% satisfied on customer service survey. 91% 92% 90% 95% Efficiency -PM as a percentage of total work orders N/A N/A N/A 67% -Mechanic efficiency percentage. 72% 72% 72% 72% Output -No. of vehicles per mechanic. 43 45 45 45 -No. of hours logged to work orders. 11,483 11,402 11,400 11,400 -Shop rate per hour. $51.00 $52.00 $52.00 $52.00 65 BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY OPERATIONS Description & Budget Explanation: The Brazos Valley Solid Waste Management Agency is responsible for the operation of the Rock Prairie Road Landfill, a regional landfill serving the Cities of College Station and Bryan, Texas A&M University and the 19 surrounding counties. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $3,424,068 $4,497,736 $7,062,688 $6,488,035 Revenue Summary $5,098,000 $5,924,208 $5,549,820 $4,936,000 Position Summary 26.5 26.5 25.5 25.5 Program Name: Operations Service Level:Provide Landfill disposal services to the Cities of College Station and Bryan, Texas A&M University and the surrounding counties. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - In compliance with TNRCC regulations.YES YES YES YES Efficiency -No. of labor hours per ton of waste received at the 0.1904 0.1594 0.19 0.19 landfill for disposal. -Cost per ton of waste received at the landfill 11.32 $16.60 $12.00 $12.00 for disposal. Output -No. of tons diverted from landfill disposal to be 25,000 30,000 5,000 5,000 reused or recycled. (i.e.. Clean concrete, white goods, clean soil) -Landfill Density survey results (lbs. per CY) 1,400 1,202 1,225 1,225 66 ELECTRIC FUNDS OPERATIONS Description & Budget Explanation: The Operations Division is responsible for the warehousing of supplies used in City operations, and the purchase and distribution of electric power to the customers of the electric utility. FY 01 FY 02 FY 03 FY 04 Actual Actuals Estimate Approved Budget Summary $36,534,511 $39,694,498 $34,496,387 $36,498,985 Revenue Summary $44,315,462 $45,826,060 $46,675,733 $48,354,700 Position Summary 59.5 59.5 59.5 59.5 Program Name: Electrical Division Service Level:Provide reliable electric service to the citizens of College Station. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actuals Estimate Approved Effectiveness - Total % of time customer will be with power for the previous 12 months 99.99% 100.00% 99.99% 100.00% -Avg. outage time in min. experienced per interruption (CAIDI) 33.26 30.00 20.00 18.00 -Avg. number of outages experienced per customer (SAIFI) 1.22 1.00 1.50 1.20 Output - Number of residential job orders consisting of temporary services installed and removed, conduit installation and service conductor 1,825 1,942 2,200 2,200 - Number of primary conductor in ft. installed 116,168 180,000 120,000 125,000 - Number of customer service job orders consisting of trouble calls, street and security light repairs, and customer concerns 2,079 2,144 2,300 2,300 - Number of commercial electric revenue meters tested 2,438 2,300 1,400 1,350 - Number of residential electric revenue meters tested 2,473 2,600 2,000 2,000 - Estimated average revenue savings $100,933 $66,773 $40,000 $50,000 67 Service Level:Provide education and incentives to increase existing and new home efficiencies in College Station Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actuals Estimate Approved Effectiveness -Number of certified Good Cents homes and high efficiency air conditioner replacements for fiscal year 318 320 268 265 -Annual kW. Avoided/reduced 668 617 530 524 - Cumulative avoided/reduced kW based on 10 yr. equipment lifespan 27,933 32,248 35,250 36,445 - Number of on-site energy audits performed on commercial and residential 129 112 112 110 - Annual estimated savings to customer $147.24 $144.49 $148.21 $148.30 68 WATER FUND WATER OPERATIONS Description & Budget Explanation: The Water Operations Division is responsible for the supply and delivery of water. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $3,162,647 $3,019,212 $3,595,577 $4,014,132 Revenue Summary $9,899,321 $9,142,693 $9,437,663 $9,316,700 Position Summary 31 31 31 31 Program Name: Water Production & Distribution Service Level:Provide reliable water service to the citizens of College Station. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actuals Estimate Approved Effectiveness - Average customer outage duration in minutes for the previous 12 months. * 22.8 20 20 - Average outage time in hours experiences per interruption. * 2 2 2 - Average number of outages experienced per customer. * 0.19 0.2 0.2 - Compliance with all regulatory requirements. 100% 100% 100% 100% - Compliance with all water quality monitoring requirements. 100% 100% 100% 100% Efficiency - Maintain O & M cost within +/- 10% of $0.92 per 1,000 gal. $0.90 $1.00 $0.92 $0.92 - Percent of unaccounted water (Industry average of unaccounted water 10.1%) 7.80% <10% <10% <10% Output - Number of new services completed. 1,289 1,440 1,400 1,560 - Number of water meters tested. 893 950 1,000 1,025 *New for FY03 Service Level:Provide education and incentives to increase awareness of water and wastewater system, and reduce overall per capita consumption. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actuals Estimate Approved Effectiveness - Percentage of customers aware of annual Drinking Water Quality Report. (measured by customer survey) N/A N/A 60% 60% - Annual per person (capita) water use per day. 140 149 148 148 - Avoided water and wastewater consumption through water conservation curriculum (million gallons N/A 0.733 2.2 2.2 Output - Number of Drinking Water Quality Reports mailed to customers. 22,500 23,285 25,000 25,000 - Number of students trained in water conservation curriculum. N/A 76 225 225 - Total number of customers contacted through all education programs. 5,162 6,000 7,000 7,000 69 WASTEWATER FUND WASTEWATER OPERATIONS Description & Budget Explanation: The Wastewater Operations Division is responsible for the collection and treatment of wastewater in the City. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $2,687,809 $2,931,523 $3,466,337 $3,677,415 Revenue Summary $7,365,272 $8,315,973 $8,957,000 $9,477,800 Position Summary 36 38 38 38 Program Name: Wastewater Collection & Treatment Service Level:Provide reliable wastewater service to the citizens of College Station. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Average customer stoppage duration in minutes. * 76 65 65 - Average number of stoppages experienced per customer. * 0.015 0.01 0.01 - Compliance with all Regulatory requirements. 100% 100% 100% 100% - Compliance with all water quality monitoring requirements. 100% 100% 100% 100% - Compliance with all permit reporting requirements. 100% 100% 100% 100% Efficiency - Maintain O & M cost (within +/- 10% of $1.38 /1,000 gal.) $1.21 $1.19 $1.38 $1.38 Output - Number of new services completed. 1,139 1,400 1,400 1,540 *New for FY03 70 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES ADMINISTRATION Description & Budget Explanation The Administration Division is responsible for administrative support of the Office of Technology and Information Services. The Action Center, included in this division, serves as the initial contact for City-wide technology support. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $430,417 $429,544 $600,495 $540,779 Position Summary 6655 Program Name: Office of Tech. and Info. Services Action Center Service Level:Coordinate Administration, MIS/GIS, Communication service requests and provide administrative support to OTIS. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied on internal service survey. 99% 96% 90% 90% Efficiency -Communication requests per staff member. (3) 136 125 106 100 - MIS/GIS requests per staff member. (3) 863 1,077 1,050 1,000 -No. of requests resolved by Action Center. (3) N/A 281 302 300 Output -No. of Communication requests processed. 407 376 320 300 -No. of MIS/GIS request processed. 2,590 3,232 3,148 3,000 -No. of requests resolved by Action Center. N/A 843 904 900 71 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES E-Government Description & Budget Explanation: The E-Government Division is responsible for the city’s Internet and Intranet sites. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $66,960 $135,578 Position Summary 0011 Program Name: Communications Service Level:Provide professional and helpful customer service to City staff and citizen's that require assistance or information from the City's Internet and/or Intranet sites. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied on survey. 0%0%0%85% -Percent of trouble calls responded to within one business day. 0%0%0%90% -Percent of service calls responded -Additional online functions 0005 Efficiency -No. of work orders per staff annually. 000500 Output -Total number calls. 0 0 0 500 72 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES MANAGEMENT INFORMATION SERVICES Description & Budget Explanation: The Management Information Services Division is responsible for the maintenance of the City’s microcomputers, mid range computers, networks, operating systems, application software, and networking software. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,637,780 $1,654,473 $1,728,988 $1,845,427 Position Summary 15 15 14 14 Program Name: Management Information Systems - MIS Service Level:Provide professional and helpful customer service to city computer users in all City Departments. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied on annual customer survey 87% 92% 80% 80% -Problem resolution/repair of computer systems percent within one business day. 92% 94% 92% 91% -No. of service/repair calls. 2,330 2,869 2,650 2,500 -Percent service calls for priority one applications closed within 4 hours. 100% 100% 99% 99% -Non-Problem request for service 844 1815 1,700 1,000 Efficiency -Public Safety Dispatch System up-time 7 days/week, 24 hrs./day 100% 100% 99% 99% -Midrange systems and wide area networks up-time, 5 days/week, 9 hrs./day 99% 100% 99% 99% Output -No. of hrs. of up-time for Midrange systems/applications 52,469 53,459 53,150 54,576 -No. of hrs. of up-time for WAN Servers/applications 72,526 85,911 85,600 86,586 *Internal survey not done for this year 73 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES GEOGRAPHIC INFORMATION SYSTEMS Description & Budget Explanation: This Division is responsible for the development and maintenance of the Geographic Information System (GIS). FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $190,390 $211,778 $182,000 $188,628 Position Summary 2.5 2.5 2.5 2.5 Program Name: Geographic Information Service - GIS Service Level:Design, implement, provide, and maintain up-to-date, geographically accurate and complete coverage’s with associated attribute information for all City departments. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied on internal survey. 92% 94% 85% 85% Efficiency -Map requests completed within 2 work days. N/A N/A 95% 95% Output -No. of maps produced. 1,925 1,875 1,540 1,800 Input -No. of mapping elements added or updated. 62 58 60 60 74 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES COMMUNICATION SERVICES Description & Budget Explanation: The Communication Services Division is responsible for maintaining the city’s telecommunications infrastructure. This includes the telephone and radio systems of the City. These systems are crucial to areas including Public Safety, Public Utilities, and Public Works. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $573,052 $532,237 $567,608 $579,360 Position Summary 5566 Program Name: Communications Service Level:Provide professional and helpful customer service to City staff requiring phone, radio, and cable needs. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of emergency work orders responded to within 2 hours. 100% 100% 98% 98% -Percent of routine work orders responded to within one business day. 97% 99% 97% 95% -Percent satisfied on survey. 85% 93% 85% 85% Efficiency -No. of work orders per staff annually. 273 309 230 230 Output -Total number of work orders. 1,366 1,544 1,380 1,380 75 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES PRINT /MAIL Description & Budget Explanation: The Print/Mail Division is responsible for the delivery of interoffice and external mail received at City Hall and the 15 offsite locations. Print/Mail is also responsible for in-house printing needs, and sign making. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $365,195 $353,140 $331,997 $321,492 Position Summary 5555 Program Name: Print/Mail Service Level:Provide professional and helpful customer service to City staff requiring printing and design needs, mail guidance,and signs. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -% satisfied on annual customer survey. 97% 95% 90% 90% Efficiency -% of incoming mail delivered within 24 hrs. 100% 100% 99% 99% -% of print work orders completed within 5 days. 96% 93% 90% 90% -No. of annual print work orders per staff. 571 526 525 525 Output -No. of printing services work orders. 1,710 1,578 1,575 1,575 -No. pieces of outgoing mail (w/o utility bills). 230,601 214,722 220,000 220,000 76 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES UTILITY CUSTOMER SERVICE Description & Budget Explanation: The Utility Customer Service Division is responsible for connecting and disconnecting water and electric meter reading those meters and provide billing and collection services for the city to all customers of electric, water, sewer, sanitation and drainage services. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,403,995 $1,447,074 $1,642,652 $1,803,990 Position Summary 30.5 30.5 30.5 30.5 Program Name: Utility Customer Service Service Level:Provide exceptional customer service to support the delivery of electric, water, sewer, sanitation, and drainage services to the citizens of College Station Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied with courtesy of personnel 92.5% 96.2% 93.5% 90.0% on citizen survey. -Percent satisfied with knowlede of personnel 88.1% 93.2% 85.2% 90.0% on citizen survey. Efficiency -No. of customers per day per walk-up employee. 77 80 71 72 -Annual number of processed bills per employee. 16,545 17,797 16,500 16,500 -Cost per bill. $4.04 $4.05 $4.50 N/A -Percent of bad debt expense annually.0.30% 0.37% 0.5% 0.5% Output -No. of incoming calls. 79,747 79,514 82,000 82,500 -No. of bills annually. 339,169 355,944 355,000 350,000 -No. of payments. 379,439 388,579 400,000 410,000 -No. of walk-up customers.67,369 70,475 64,000 64,000 -No. of service orders. 78,411 79,975 75,000 75,000 77 Program Name: Meter Service Service Level:Provide timely connection and disconnection of electric and water services. Maintain service installations to ensure accurate recording of utility consumption Obtain accurate and timely readings for all electric and water meters Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Same day service percentage. 99.99% 99.99% 99.99% 99.99% -Read accuracy percentage. 99.96% 99.93% 99.90% 99.90% Efficiency -No. of completed service orders per person.24,175 24,029 26,000 26,000 -No. of completed routine checks of electric meters per person annually. 1,306 1,638 1,450 1,450 -No. of meters read daily, per person.366 381 400 400 -Cost per meter read $0.34 $0.30 $0.40 $0.40 Output -No. of service orders completed.48,350 48,057 75,000 75,000 -No. of meters/readings checked out.2,612 3,275 3,000 3,000 -No. of theft/tampering incidents discovered.7342020 -No. of utility payments taken in the field.1,445 1,435 1,450 1,450 -No. of meters read annually. 501,175 525,412 520,000 530,000 Input -No. of full-time technicians.2222 -No. of full-time meter readers.5.5 6 6 6 -No. of full-time commercial meter readers.1111 78 FISCAL SERVICES ADMINISTRATION Description & Budget Explanation The Fiscal Services Administration Division assists departments in delivering services through effective financial management. This activity is accomplished through the review of financial aspects of contracts, and administration of the finance, accounting, purchasing, risk management, and municipal court functions. Cash and debt management is also performed by this office. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $304,476 $322,217 $346,795 $377,752 Position Summary 3 3 3 3.5 Program Name: Fiscal Services - Information Service Level:Provide accurate and timely information to the council and staff for use in planning, setting goals, and monitoring programs. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Annual internal survey of satisfaction rate. 79% 88% 85% 90% Efficiency -Percent of all contracts reviewed within 2 working days of receipt. 85% 86% 87% 90% -Percent of reports completed within 20 working days of the 75% 75% 100% 100% end of the period. Output -No. of contracts reviewed annually. 359 283 320 300 -No. of quarterly reports. 4 4 4 4 Program Name: Fiscal Services - Operations Service Level:Administer cash and debt operations of City through management of cash flows, investments, and payments. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Efficiency -Percent of available cash invested. 99% 99% 99% 99% Output -Provide monthly market-to-market report. 12 12 12 12 -Annual dollar amount of interest earned. $6,414,297 $6,082,582 $3,700,000 $3,900,000 *An index created by using a constantly maturing treasury note with a weighted average maturity that approximated the weighted average maturity of the City's portfolio. 79 FISCAL SERVICES ACCOUNTING Description & Budget Explanation: The Accounting Division is responsible for processing, recording, and reporting all financial transactions of the City. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $613,895 $674,821 $740,464 $769,478 Position Summary 10.5 11.5 11 11 Program Name: Accounting Service Level:Provide accurate and timely information to customers. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Receive the Certificate of Achievement for Excellence in Financial Reporting from GFOA for the Comprehensive Annual Financial Report. YES YES YES YES -Receive an unqualified audit opinion from external auditors. YES YES YES YES -Satisfaction rate on annual customer survey. 93% 91% 90% 90% Efficiency -Percent of month-end transactions recorded by the 10th business day of each month. 87% 96% 95% 95% -Submit CAFR to GFOA by March 31 NO (A) YES YES YES -Complete financial statements by January 31 NO NO YES YES Output -No. of month-end transactions recorded by the 10th business day of each month. 425 266 250 250 (a) We were granted a 30 day extension. 80 Service Level:Process and record all financial transactions for the City in an accurate, efficient, and timely manner. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of vendor invoices paid within 30 days of invoice date. 93% 92% 95% 95% -Receive an unqualified audit opinion from external auditors. YES YES YES YES -Satisfaction rate on annual customer survey. 93% 91% 90% 90% -Percent of completed general ledger reconciliations and updated within 30 days of the period close date. 81% 75% 90% 90% -Ratio of correctingjournal entry transactions to total journal entry transactions. 0.34% 0.40% <1% <1% -Percent of billable EMS reports entered into billing system within 2 business days of report received. N/A N/A 90% 90% Efficiency -Admin. cost per A/P transaction. $3.03 $3.79 $4.71 $4.80 -Admin. cost per A/P check. $6.54 $8.05 $10.10 $10.29 -Admin. cost per vendor invoice. $4.52 $5.91 $4.56 $4.65 -Dollar cost per payroll check. $3.18 $4.59 $1.27 $1.29 -Accounts receivable collection rate. 94% 87% 85% 85% Dollar cost per billing transaction. $2.33 $2.27 $6.34 $6.45 Dollar cost per cash receipts transaction. $1.00 $0.63 $1.13 $1.15 Output -No. of A/P transactions. 47,342 41,160 30,000 30,000 -No. of journal entry transactions 281,916 339,662 428,000 428,000 -No. of correctingjournal entry transactions 951 1,362 975 975 -No. of A/P checks. 21,913 19,382 14,000 14,000 -No. of vendor invoices paid. 31,731 26,393 31,000 31,000 -No. of payroll checks. 23,573 23,477 24,000 24,000 -Amounts collected. $8,916,252 $8,684,488 $7,400,000 $7,500,000 -No. of billing transactions. 15,474 16,466 14,000 14,000 -No. of cash receipt transactions. 31,919 39,340 30,000 30,000 -No. of general ledger reconciliations. 599 614 400 400 -No. of billable EMS reports entered into the billing system. N/A N/A 1,800 1,800 Service Level:Effectively administer cash and treasury operations of the City through cash flow management and investing. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Portfolio rate of return as a percentage of similarly weighted average maturity treasury notes.* 104% 100% 100% 100% Efficiency -Percent of available cash invested. 99% 99% 99% 99% Output -Annual dollar amount of investment income earned. 6,414,297$ 6,750,000$ 3,750,000$ 3,500,000$ *An index created by using a constantly maturing treasury note with a weighted average maturity that approximates the weighted average maturity of the City's portfolio. 81 FISCAL SERVICES PURCHASING Description & Budget Explanation: The Purchasing Division assists City departments in acquiring quality products and services in an efficient manner and at favorable prices. Purchasing also maintains open communication with City departments and vendors. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $238,304 $257,639 $294,961 $283,554 Position Summary 4.5 4.5 4.5 4 Program Name: Purchasing Service Level:Acquire qualitygoods and services in a timely and efficient manner within legal parameters for continued City operations. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Satisfaction percentage on annual survey of departments. 80% 83% 80% 80% -Satisfaction percentage on annual vendor survey. N/A 90% N/A 90% -Percent of total expenditures done through cooperative purchasing agreements. 6% 8% 8% 7% -Percent of City's purchase transactions processed through field purchase orders and procurement cards. 94% 95% 94% 94% -Percent of City's dollars handled through the purchasing department for commodities and services. 94% 89% 92% 92% -Percent of total dollars utilizing blanket contracts. 14% 20% 15% 15% -Percent of active suppliers accounting for 80% of City expenditures.* 20% 3% 10% 10% Efficiency -Average cost per purchase order. $207 $194 $225 $230 Output -Total dollar value of all City purchases. $60,022,775 $49,638,186 $70,000,000 $55,000,000 -No. of cooperative agreements in which the City participates. 9 9 10 10 -No. of FPO’s and procurement card transactions processed by departments. 18,625 26,407 25,000 25,000 -Dollar value of P.O.’s processed by Purchasing staff. $56,236,239 $44,351,360 $55,000,000 $50,000,000 -No. of the following purchasing activities:** one-time bids 77 71 80 75 annual bids 23 37 35 30 formal contracts/agreements 212 198 225 220 -Total Number of active suppliers 2,618 2,353 2,500 2,500 *% of active suppliers accounting for 90% of City expenditures is being changed to 80%. **The 77th Texas Legislature increased the competitive bidding limit to $25,000. 82 Service Level:Effectively and efficiently manage and dispose of surplus assets to obtain the greatest value for the City. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Estimate Estimate Approved Effectiveness -Percentage of all surplus disposed within 6 months of being identified as surplus. 100% 100% 100% 100% Efficiency -Recovery Percentage on surplus property. 20% 25% 20% 20% -% of original value of heavy equipment and vehicles recovered through disposal methods. 23% 19% 20% 20% Output -Net amount received after expenses of disposition.$465,283 $118,584 $225,000 $200,000 83 FISCAL SERVICES RISK MANAGEMENT Description & Budget Explanation: The Risk Management Division is responsible for providing programs that minimize the City’s exposure to physical and financial loss. The Division resolves claims filed against the City and has programs established to reduce potential claims to the City. These programs include safety classes and inspections. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $131,082 $157,310 $222,989 $256,544 Position Summary 2.5 2.5 3 3 Program Name: Claims Service Level:To manage and process claims in the most cost effective manner providing maximum cost control to the City. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Average cost paid per claim: Auto Physical Damage * * * (City) Auto Liability Property Damage * * * (3rd Party) Auto Liability Bodily injury * * * (3rd Party) General Liability Property Damage * * * (3rd Party) General Liability Bodily Injury * * * (3rd Party) Workers Compensation Medical Only * * * (City) Workers Compensation Lost Time * * * (City) -Average subro claim collected: SUBRO * * * (City) Efficiency -Net closing ratio: * * * 100.0% APD% * * * 100.0% ALPD% * * * 80.0% ALBI% * * * 80.0% GLBI% * * * 80.0% WCMO% * * * 85.0% WCLT% * * * 85.0% SUBRO% * * * 100.0% -Total P/C Fund Claim Payments. * * * $000,000 -Total W/C fund claim payments. * * * $000,000 -Total subrogation collected. * * * $000,000 Output -No. contracts reviewed. * * * (TBD) -No. insurance certificates reviewed. * * * (TBD) -No. CRC attended. * * * (TBD) -No. training classes/materials provided. * * * (TBD) * These are new performance measures that are being tracked in FY04. More information will be provided as historical information is captured. 84 FISCAL SERVICES MUNICIPAL COURT Description & Budget Explanation: Municipal Court provides a competent court system with quality service through the utilization of effective and efficient operating procedures. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $594,841 $680,066 $728,766 $918,613 Revenue Summary $1,796,203 $2,324,073 $2,411,500 $2,980,730 Position Summary 13.5 13.5 14 16 Program Name: Case Maintenance Service Level:Provide quality service while providing the City with administration for cases filed for enforcement of Class C misdemeanors. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Input -Total number of new cases. N/A 41,607 43,000 45,000 Effectiveness -Percent of citizen survey respondents rating Court personnel as somewhat or very courteous. 91% 84% 93% 85% -Percent of citizens survey respondents rating Court personnel as somewhat or very knowledgeable. 93% 93% 98% 85% Efficiency -Percent of cases disposed. N/A 67% 90% 90% Output -No. of cases disposed. N/A 27,697 $38,700 $40,500 -No. of non parking citations processed. 30,590 31,765 35,000 35,000 -No of parking citations processed. 13,407 9,842 15,000 15,000 -No. of failure to appear cases processed. 4,221 2,950 3,870 4,000 -No. of walk-in customers 30,000 17,000 20,000 20,000 85 Program Name: Case Information/Processing Service Level:Provide public with accurate information regarding their dealings with the court. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of payments processed within 48 hours received through the mail. 98% 99% 100% N/A -Percent of bonds processed the same day received from the jail. 98% 98% 98% N/A -Percentage of pled cases processed at the front window and through correspondence. N/A 89% 90% N/A -Percentage of pled cases processed in walk-in arraignment. N/A 11% 10% N/A Efficiency -No. of payments processed by mail per worker hour. 9 9 10 N/A -No. of bonds, received from the jail, processed per worker hour. 5 5 5 N/A -Collection Rate 35% 81% 81% N/A Output -No. of bonds received from jail 1,652 1,012 1,500 1,600 -No. of pieces of mail received 24,131 18,717 25,000 27,000 -Amount Collected $3,500,000 $3,725,236 $3,900,000 $4,000,000 Program Name: Hearing Process Service Level:Maintain effective and efficient court procedures in order to earn a high level of public confidence. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of case paperwork prepared with notification to all parties ready at least 3 weeks prior to trial. 95% 95% 95% 95% Output -No. of contested cases set. 5,573 2,864 3,200 3,200 -No. of summons issued. 941 1,051 750 750 -No. of subpoenas issued. 982 1,050 900 900 86 GENERAL GOVERNMENT LEGAL Description & Budget Explanation: The Legal Department is responsible for providing legal services to the City Council and to the city staff. Legal advice as to the best position for the City, contract writing, and litigation are some of the activities performed by the legal staff. The City Attorney’s Office actively enforces ordinances as directed by the City Council, acquires real estate for easements, and handles real estate transactions. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $550,919 $630,652 $662,468 $671,325 Position Summary 7.75 7.75 7.75 7.75 Program Name: Legal Department Service Level:Provide in-house legal services to the City Council, staff, and boards and commissions; to maintain cost efficiencies in protecting the City from threatened or actual litigation; and effective preventative/proactive legal services. 87 GENERAL GOVERNMENT CITY SECRETARY Description & Budget Explanation: The City Secretary's office maintains archival records for the City of College Station, including ordinances resolutions, council meeting packets, and council and committee agendas and minutes. The City Secretary's office is also responsible for records of cemetery ownership, birth and death certifications, and a vast array of other council related information. This office also presides over local elections. In addition, the City Secretary coordinates the membership of several boards and committees made up of College Station residents who volunteer their time to improve and maintain the College Station community. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $286,298 $296,573 $304,175 $358,509 Position Summary 4444 Program Name: Council Support Service Level:Provide coordination and timely administrative support to the Council and Mayor. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Efficiency No. of Council meeting agendas prepared 50 45 40 40 -No. of Council events with meals provided 40 47 50 50 -No. of Mayor and Council appointments scheduled. 550 243 325 325 Program Name: Public Records and Information Service Level:To maintain and provide public information in an efficient manner. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of customers satisfied on annual customer survey. 98% 98% 98% 98% -Percent of Vital Statistics reported to State accurately. 99% 99% 99% 99% Efficiency -Avg. time per death record request processed. 20 min 20min 20 min 20 min -Avg. time per birth record request processed. 10 min 10min 10 min 10 min -No. of birth and death records reported to -State Health Dept. 800 909 900 900 -No. of birth certificates from hospital. 966 655 700 700 -No. of birth certificate request processed 875 603 500 500 -No. of death certificate request processed. 2,000 1,959 2,000 2,000 -Median No. of days for open records request to be completed.3333 -No. of open records request received. 250 147 250 250 -No. of ordinances filed. 38 49 50 50 -Total No. of records processed. 2,988 2,659 2,750 2,750 -Avg. No. of public notices posted/month. 18 22 25 25 88 GENERAL GOVERNMENT CITY MANAGER’S OFFICE Description & Budget Explanation: The City Manager’s Office is responsible for the day to day administration of the City and for providing the City Council with recommendations on current and future issues. This is achieved by providing timely, complete and accurate information to the City Council. The City Manager’s Office also involves providing the overall management philosophy and direction to the organization. The Community Relations Program is also part of the City Manager’s Office. This program provides citizens with the opportunity to learn about and take part in their local government. Teen Courts, Citizens University, FRIENDS Mentors, and the Municipal Volunteer Program are some of the projects run by Community Relations. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $482,849 $549,190 $545,395 $662,961 Position Summary 6.5 6 5 6.5 Program Name: Administration Service Level:Facilitate communication between the Council, citizens, and staff on City related matters. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Overall satisfaction with City services on Citizen Survey. 90% 91.5% 92% 95% -Number of items removed from consent agenda for clarification. >5% 5.6% >3% >5% -Maintenance of City of College Station bond rating. A1/A+ Aa1/AA- Aa1/AA- Aa1/AA- Efficiency -Percent of Strategic Plan implementation plans completed on or before final milestone. <5% 82% 100% N/A -Percent of Council packets that go out on time with all supporting documentation. N/A 86% 100% 100% Output -No. of meetings w/CSISD. 4 4 4 4 -No. of meetings with City of Bryan/Brazos Co. 12 12 12 12 -No. Of meetings with Chamber of Commerce/Econ Development Corp. 4 4 4 4 -No. of Monthly City Manager’s Reports published. 12 12 12 12 -No. of Council Updates written. 24 22 24 24 -At least one retreat with Management Team annually. YES YES YES YES -Review Strategic Plan w/City Council on semi-annual basis. YES YES YES YES * The first bond rating is from Moody’s and the second bond rating is from Standard’s & Poor’s **Standard Response Time - depending upon type of complaint, average three to five business days. 89 Program Name: Community Programs Service Level:To provide programs that will encourage two-way communication and better understanding and involvement between citygovernment and the community. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Maintain a 8% or less recidivism rate within one year of Teen Court completion. 13% 8% 9% 9% -Maintain at least a 95% satisfaction rate with Citizen University. 100% 100% 100% 100% Efficiency -Annual cost per Citizen University participant. $90 $125 $111 $120 -Annual est. saving to city through use of volunteers. $57,162 $60,000 55,000 60,000 Output -Annual # of Teen Court Completions 48 60 80 100 -Annual # of Citizen University students completing the program. 23 24 21 24 90 GENERAL GOVERNMENT EMERGENCY MANAGEMENT Description & Budget Explanation: Emergency Manafgement is responsible for coordinating emergency and/or disaster training, mitigation, prepardness, planning, response and recovery for the City FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $127,267 $127,341 $90,771 $95,915 Position Summary 1111 Program Name: Emergency Management Service Level:Coordinate emergency and/or disaster training, mitigation, preparedness, planning, response and recovery for the city. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Compliance with State and Federal requirements for emergency management. 100% 95% 95% N/A Efficiency Per capita direct operating expense** $40 N/A N/A $1.35 Output - Conduct EOC training activities annually 1 N/A N/A 2 - City participation in annual Interjurisdictional ex 1111 Participate in quarterly LEPC meetings. N/A N/A 4 - Review and/or Update of emergency plans annually. 100 98% 98% 98% - Participate in monthly meetings with the Interjurisdictional EM Team. N/A 12 12 10 - Conduct Public Education or Training activities. N/A 4 4 4 - Conduct annual Emergency Management Academy. 1 1 1 1 - Request and coordinate DEM training courses for city personnel*. 1 1 1 1 - No. of personnel participating in training.115 35 35 75 *Requesting courses from DEM may not result in courses being available locally **Annual emergency management budget divided by current city population figure. 91 GENERAL GOVERNMENT HUMAN RESOURCES Description & Budget Explanation: The Human Resources Department is responsible for helping hire and retain the most suitable candidate, within available resources, for each position, providing the City with a highly motivated, well trained and efficient staff. The areas of selection and recruitment, employment, benefits, compensation, training and development, and employee relations are all administered by Human Resources. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $358,754 $406,285 $429,317 $427,198 Position Summary 6 5.5 5.75 6 Program Name: Compensation and Benefits Service Level:Provide a competitive, quality benefit and compensation plan. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of employees satisfied with how benefits are handled by Human Resources. N/A N/A 75% 80% -Number of Wellness events N/A N/A N/A 12 -Pay-related turnover rate. 3% 2% 2% 2% -Number of skill increases. 340 250 250 200 -Number of competency/ performance increases. 95 335 370 370 -Number of employees receiving more than one skill increase. 79 100 36 30 -Exempt employee % from midpoint. 7% 7% 2% 2% -Non-exempt employees % from midpoint. 11% 10% 9% 8% -Percent of employees participating in Tuition Reimbursement. 5% 17% 2% 3% -Percent of employees participating in Vision Reimbursement. 27% N/A 7% 8% Efficiency -Premium cost paid by City per employee $416.00 $393.00 $454.00 $450.00 Output -Number of positions salary surveyed. 84 80 70 70 -Number of salary surveys responded to. 37 25 40 50 -Number of positions reviewed. 4 10 12 10 92 Program Name: Training/ Development Service Level:Provide training and communication to city staff to develop quality service delivery. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Satisfaction rate from training participants on core programs. 95% 95% 95% 95% Efficiency -Total cost of in-house training per employee. $52.43 $22.00 $46.00 $40.00 -Cost per employees participating. $39.00 $20.00 $87.00 $80.00 -No. of development hours per program.4444 Output -Total contact training hours. 5,403 5,500 7,000 7,500 -No. of employees participating in training. 941 1,000 500 600 -Total training programs completed. 56 50 25 30 Program Name: Recruitment and Selection Service Level:Provide an adequate number of applicants for a department filling an open position in a timely manner. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of open jobs requested posted within 24 hrs. N/A 98% 99% 99% -Percent of time completed applications are available on the closing day of the posted job. N/A 99% 99% 99% -Number of ads placed in local area. N/A 50 32 40 -Number of ads placed outside local area. N/A 15 6 15 -Annual turnover rate 12.62% 14% 12% 11% -Satisfaction rate on internal survey. N/A N/A N/A 85% Efficiency -No. of applications received per posted position. 25 25 86 75 Output -No. of applications processed. 4,800 4,000 5,000 5,000 -No. of posted jobs that were tested. 42 25 10 10 - No. of promotional Police/Fire Tests conducted. N/A N/A N/A 5 - No. of formal exit interviews conducted. N/A N/A N/A 24 93 GENERAL GOVERNMENT PUBLIC COMMUNICATIONS & MARKETING Description & Budget Explanation: The Public Communications & Marketing Division is responsible for providing information to the public and the media in a timely and accurate way and for providing assistance to departments on developing marketing strategies and campaigns. Additionally, this division is responsible for supporting and assisting with community relations events and activities. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $174,536 $203,422 $250,548 $558,559 Position Summary 2223 Program Name: Public Information Function Service Level:Provide factual, timely, and understandable information to College Station households and the local news media Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on household survey 77% 77% 77% 80% - Percent of media satisfied on survey 94% 85% 90% 90% Efficiency -Avg. cost of providing public information per message $0.024 $0.026 $0.280 $0.300 Output - Total number of messages sent 7,346,791 8,503,659 8,506,799 9,000,000 Program Name: Marketing/Advertising/Special Events Function Service Level:Provide marketing, advertising, and special event support to all departments as requested Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on departmental support survey 70% 88% 88% 88% Efficiency -Avg. number of persons attending special events 172 133 153 175 Outputs - No. of marketing/advertising projects annually 58 965 1,012 1,100 - No. of special events annually 24 32 40 42 - No. of persons attending annually 2,745 3,455 4,000 4,400 94 GENERAL GOVERNMENT OFFICE OF BUDGET AND STRATEGIC PLANNING Description & Budget Explanation: The Office of Budget and Strategic Planning is responsible for the preparation, monitoring and review of the annual budget. The budget activity involves working to ensure the overall policygoals of the City are reflected in the way funds are allocated and spent. The office also reviews expenditures to determine whether the overall policygoals were met. The office is also responsible for the City’s Strategic Planning efforts. This involves working with the City Council and departments on a strategic planning effort to proactively plan for the future. The office is responsible for ongoing organizational review. The ongoing organizational review involves the development and monitoring of service levels and performance measures as well as the ongoing review and improvement of City processes. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $263,508 $281,181 $287,208 $307,377 Position Summary 4.5 4.5 4.5 4.5 Program Name: Budget Preparation, Monitoring and Review Service Level:Prepare, monitor and review all aspects of the annual budget. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of annual actual expenditures of budget. 87% 97% 95% 95% -Percent of respondents satisfied or very satisfied with services provided by Budget Office. 92% 95% 91% 95% Efficiency -Time per budget adjustment. 7 days 3 days 2 days 2 days -Time per budget analysis project. 7 days 5 days 5 days 5 days Output -No. of budget and contingency transfers processed. 22 66 45 40 -No. of budget amendments processed.2222 -No. of budget analysis reviews completed. 7 15 15 20 95 Program Name: Strategic Planning Service Level:Coordinate organizational review functions to improve the performance of the organization. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of implementation plans completed on schedule. 70% 90% 90% 90% Efficiency -Development Time per Department 5 year plan. 8 months N/A N/A N/A Output -Number of Department 5 year Plans complete.0111 -Number of Strategic Plan implementation plans. 75 81 52 63 -Strategic Plan Updates completed.5444 Program Name: Organization Review and Improvement Service Level:Conduct organizational review functions to improve the performance of the organization. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of departments surveyed satisfied or very satisfied with organizational review. 88% 89% N/A N/A -Pecent of departments satisfied or very satisfied with continuous improvement assistance provided by the Budget Office. 86% 90% N/A N/A -Percent of organizational reviews conducted resulting in marked improvement in process. N/A N/A N/A N/A Output -No. of organization reviews conducted.0013 -No. of process improvement teams.7500 96 GENERAL GOVERNMENT COMMUNITY DEVELOPMENT Description & Budget Explanation: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $490,357 $571,760 $545,518 $598,294 Position Summary 9.5 8.5 8.5 8.5 Program Name: Revitalization of Eligible Areas and Properties Service Level:Provide various technical and financial assistance to promote the revitalization of eligible areas and properties throughout the City. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Number of projects benefiting Low/Moderate Income Families and/or neighborhoods N/A N/A 100% 9 Efficiency -Public Facility projects identified and funded for parks, streets, water, sewage, and infrastructure needs. 4 4 7 4 Output -Public facility projects completed N/A N/A 4 2 Program Name: Public Services Service Level:Provide a variety of health and public services to low income residents through the funding of non-profit organizations. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent of public agencies funded that deliver services within the terms and conditions their contract with the City. 100% 100% 100% 100% Efficiency -Agencies/contracts monitored per staff. 8 13 11 11 -On-site monitoring visits. 10 13 11 11 -Reimbursement requests reviewed. 17 27 28 28 Output -Agencies/contracts completed in compliance with policies. 8 13 11 11 The Community Development Division is responsible for providing low cost housing and public assistance through the Community Development Block Grant and HOME Investment Partnership grant from the Department of Housing and Urban Development. Programs include housing rehabilitation; down payment assistance; public facility improvements; public service agency assistance; and general oversight. 97 Program Name: Housing Assistance Programs Service Level:Assist low and moderate income residents with the purchase, rehabilitation, replacement, or construction of residential property and to improve and increase the existing housing inventory within the city. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Applications received.* 12 8 15 10 -Applications eligible for owner-occupied rehab pr 3474 -Applications eligible for ORP programs 6 2 4 2 -Down payment assistance applications received.** 65 90 30 30 -Projects satisfying program requirements/ liens released 7 Efficiency -Owner-occupied Rehab program, Cost per unit. $24,030 $0 $25,000 $23,300 -ORP program, Cost per unit. $54,504 $54,797 $50,000 $54,069 -Demolition Program, cost per unit (resulting from ORP projects or stand-alone demo’s). $3,530 $4,800 $4,200 $4,800 -Down payment assistance program, Cost per unit. $6,963 $8,310 $8,500 $7,495 -New construction $70,000 $0 $70,000 $75,000 Lot acquisition, cost per unit $12,500 $10,511 $12,500 $11,069 Output -Owner-occupied Units rehabilitated. 3 0 5 2 -Units replaced (ORP). 6 3 4 1 -Dilapidated structures demolished. 7 5 7 2 -Applicants receiving homebuyer (DAP) assistance. 12 25 24 15 -Individuals receiving homebuyer and/or credit counseling. 276 233 300 250 -New construction units developed. 0 1 4 2 *Applicant will first be considered for a rehab. If the project is not feasible as a Rehab., it will be considered for the ORP. **Applicants not eligible or able to purchase received counseling and/or referral assistance. 98 PARKS AND LEISURE SERVICES APPROPRIATIONS — PARKS AND LEISURE SERVICES Parks and Recreation Department $6,407,522 The Parks and Recreation Department are responsible for the College Station Park facilities and recreation programs. Among the services provided are athletics, recreation and instruction programs for youth and adults in activities including softball, swimming and tennis. Also provided are programs and special events at the Wolf Pen Creek Amphitheater and other park locations throughout the City. The Parks Department operates a number of special facilities including three City-owned swimming pools and the CSISD Natatorium. The preceding graph illustrates the revenue generated by the pools and the leveling off of attendance due to facility capacity limitations. PARKS AND LEISURE SERVICES $17,444,316* We will continue to promote a wide range of leisure, recreational and cultural arts opportunities. Strategic Plan Summary: The parks and leisure services vision statement recognizes the need for a diversity of cultural and recreational opportunities for residents and visitors to College Station. The strategic plan addresses parks and leisure services through the following strategies: x We will maintain an integrated parks system driven by connectivity. x We will promote programs and facilities that target all age groups. x We will promote cultural arts. x We will pursue regional planning and development efforts. *This is the gross total of the Parks and Leisure related budget items. Pool Attendance vs. Revenue $200,000 $220,000 $240,000 $260,000 $280,000 01 02 03 Est. 04 Est. 0 50,000 100,000 150,000 Revenue Attendance LIBRARY 4% WPC 14%ARTS COUNCIL 2% PUBLIC ART 1% OTHER 1%PARKLAND DEDICATION 1% PARKS CIP 5% XTRA ED 1% PARKS AND REC 35%CONF. CENTER 36% 99 The Conference Center is operated to provide meeting space for various groups and organizations. The Lincoln Center is a community center, which provides clean, safe, and attractive facilities for an assortment of activities including youth athletics, educational programming, and cultural events. The Lincoln Center also provides a meeting space for organizations in the community. The Xtra Education program provides citizens of all ages the opportunity to enhance their quality of life through various continuing education programs. The preceding graph illustrates the number of Conference Center customers from 2000- 2004. The Parks Operations Division maintains park facilities, including ballfields and pool sites, through regular mowing and maintenance projects. The Forestry Division, through horticultural and landscaping efforts, ensures that City property is maintained in an aesthetically pleasing manner. The City Cemetery is included in the property maintained by the Forestry Division. Six service level adjustments (SLAs) have been approved for the Parks and Recreation FY 04 budget. There are two approved SLAs in the Parks Administration Division, which include $70,500 for signs for the Wolf Pen Creek District to identify trail entrances and vehicular gateway; and $9,500 for a large format copier to produce blueprints. Two service level adjustments are approved for the Recreation Division. The first, $19,950 will be used to provide funds for the increases in officiating fees. This cost will be offset in part by increases in user fees. The second SLA approved for the Recreation Division is in the amount of $25,130 for the City’s 65th Birthday Celebration. In the Parks Operations Division, one service in the amount of $55,100 is recommended for the ongoing operations and maintenance costs associated with Lick Creek Park, which is under construction. This SLA will contract out the landscape maintenance of the City Hall/Fire Administration Complex and the Police Department/Cy Miller Park, and allow those Park resources to be shifted to Lick Creek Park. Finally, $8,600 is approved for a vehicle upgrade in the Forestry Division. Strategic Plan 2003-2004 In accordance with maintaining a high quality parks system, the Department of Parks and Recreation continues to strive to meet Council approved park maintenance standards. The goal is to achieve a ninety percent or higher rating on all major categories by FY 06. Existing staff and resources as well as ongoing SLAs continue to be used to meet this benchmark. Parks Xtra Education $122,610 The Parks Xtra Education is a joint effort of the City of College Station and the College Station Independent School District to provide community- based education programs. Parks Capital Projects $950,294 The most significant parks projects for FY 04 are improvements to the Lincoln Center. The FY 04 budget includes $623,000 to expand the Lincoln Center and $350,000 to add a covered basketball pavilion to the facilities. These projects are funded through the Community Development Block Grant Funds. These projects are part of the implementation of the Tarrow Park master plan, which the City Council approved earlier in 2003. Parkland Dedication Capital Projects $258,000 Parkland dedication funds can be used for projects in neighborhood parks within the various park zones. The funds come from a dedication required as new development occurs in College Station. In FY 04, projects anticipated to use parkland dedication funds include $700,000 for Woodway Park development and $175,000 for a park in Zone 10. 4th of July Fireworks $20,000 $20,000 is included in the approved BVSWMA budget for the 4th of July fireworks display organized by the College Station Noon Lions Club. The Arts Council of Brazos Valley $300,000 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) Texas Gallery and Store; 2) Art Classes at Art Space; 3) an Annual Grant Program to provide local non- profit organizations with financial support for arts- Conference Center Attendance 65,000 70,000 75,000 80,000 85,000 90,000 01 02 03 Est. 04 Est.Years 100 related projects; 4) Scholarships; 5) Arts Education; 6) Arts & Culture newsletter and 7) Art in Public Places. Public Art $150,000 $150,000 from the General Fund is included in the approved budget for representative public art in College Station. Library Operations $756,518 Library services are provided in College Station through an agreement with the City of Bryan Library System, therefore allowing a branch of that library to operate in College Station. The library is planning to offer Sunday hours beginning in FY 04 within the existing budget allocation. The graph above shows circulation rates for the library from 2000-2004. New Convention Center $6,546,802 In FY 04, the approved CIP budget of $12,108,750 is recommended for the construction of the Conference Center. An additional $670,000. Was budgeted in the Hotel Motel Fund for costs associated with the Conference Center project. Since this budget was prepared the proposed Conference Center project was halted and will not be constructed at the proposed site with the proposed partner. The City Council is currently considering options on this matter. Wolf Pen Creek TIF District $2,553,803 This district generates revenues that can be utilized in the Wolf Pen Creek District. Funding is targeted for future Wolf Pen Creek projects. The Wolf Pen Creek trail project, which includes construction of a trail system in the Wolf Pen Creek area, will continue in FY 04. Other The Children’s Museum of the Brazos Valley will receive funding of $30,000. The mission of the Children’s Museum of the Brazos Valley is to provide a child-centered, hands-on, interactive environment for discovery and learning for children. The African American National Heritage Society funding is set at $16,000. This organization was formulated to build and operate a museum in the Brazos Valley. The goal in establishing this museum is to cultivate a climate of awareness that promotes an understanding of the values of African Americans. Funding will be used to build the museum and to purchase associated equipment. The George Bush Presidential Museum will receive the approved funding of $42,767. The George Bush Presidential Library is a federal agency geared to promote educational opportunities within the community. Funding will be used for an Educational Specialist position, which will help with the development of the Bush Library Troubadours; a group dedicated to literacy programs and community outreach services. $50,000 has been approved for the Veteran’s Park Memorial. The Brazos Valley Veterans Memorial is dedicated to honoring veterans who have served in the uniformed services of the United States, and to preserve through education the sacrifices made. The $50,000 will be used for the planning and design of Phase II, an educational pathway through the 12-acre site, where veterans of each war will be specifically honored in a community education endeavor. The following pages in this section detail the service levels and performance measures for the operating divisions in the Park and Leisure Services Vision Statement. Also included are the budget and position summaries for each of the divisions. Library Circulation 0 100,000 200,000 300,000 400,000 500,000 01 02 03 Est. 04 Est. 101 PARKS AND RECREATION ADMINISTRATION Description & Budget Explanation: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $613,300 $656,051 $604,169 $695,932 Position Summary 10 9.5 9.5 9.5 Program Name: Administration Service Level:Provide departmental administration, customer service, pavilion rentals, program support, and design and administration for all approved capital projects, and graphic support. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage of CIP projects initiated within budget, specifications, and allotted time. 95% 86% 90% 90% - Percentage of all drafting and graphic work orders completed satisfactorily. 95% 95% 95% 95% - Percentage of satisfactory City Council cover sheets. 95% 95% 95% 95% - Percentage overall satisfied with the Department on the annual Citizen Survey. 84.8% 87.0% 85.6% 85.0% Efficiency - 75 727070 Output - No. of work orders for assistance completed. 197 218 210 210 - No. of CIP projects completed. 14 14 15 8 - No. of CIP assistance projects. 1 8 4 1 (Landscape design). - No. of brochures/fliers produced. 84 115 80 80 - No. of pavilion rentals administered. 340 353 350 350 - No. of cost centers monitored. 22 22 22 22 - No. of Parks and Recreation Advisory Board meetings supported. 22 16 19 12 - Dollar amount administered in rental fees $32,900 $36,127.50 $36,000 $36,000 - 25 211010 The Administration Division provides design and administration for all approved Parks capital improvement projects and provides graphics support. The Division also serves as a primary customer contact point, and provides administrative assistance to other Departments and Divisions. No. of City Council cover sheets produced. No. of work orders per person (Parks Planning/divided by 3). 102 Service Level:Provide adequate neighborhood and community park land for College Station Residents. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -N/A N/A 4.16 4.16 - N/A N/A 4.76 4.76 - N/A N/A 70,425 69,612 Output N/A -N/A N/A 248 248 - No. of acres of community park land**. N/A N/A 254 254 *Formula: Current population divided by 1,000 = X. Then take the current neighborhood/community park acreage (taken from the current park inventory) divided by X to effectiveness. Population figure is reduced by 10,000 students that are estimated to live on the Texas A&M Campus. **Numbers taken from Recreation, Park, and Open Space Master Plan. The approved standard for neighborhood park land is 3.5 acres per 1,000*. The approved standard for commuity park land is 3.5 per 1,000*. Current estimated population for College Station provided by the Development Services Department. No. of acres of neighborhood and mini park land**. 103 PARKS AND RECREATION RECREATION Description & Budget Explanation: The Recreation Division has several programs that are all directly related to providing recreational, leisure and educational programs and opportunities. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,227,139 $945,403 $1,045,336 $1,092,732 Revenue Summary $375,071 $267,817 $230,000 $230,000 Position Summary 16 13 13 13 Program Name: Athletics Service Level:Provide athletic programs to meet the needs and desires of citizens of all ages, interest and skill levels; host high quality athletic events that will attract out-of-town visitors to our community & increase the economic prosperity of the local community through athletic events that will generate tourist dollars, assist organizations with planning and conducting athletic events that also attract tourist and generate economic growth in our community. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on customer survey: 93% 96% 95% 95% Adult Softball N/A N/A 95% 95% Adult Flag Football N/A N/A 95% 95% Girls Fastpitch Softball N/A N/A 95% 95% Youth Basketball N/A N/A 95% 95% Swim Team N/A N/A 95% 95% Youth Flag Football N/A N/A 95% 95% Adult Volleyball N/A N/A 95% 95% Youth Volleyball N/A N/A 95% 95% Swim Clinic N/A N/A 95% 95% Efficiency - No. of adult participants City Leagues. 9,480 10,642 9,500 9,500 - No. of youth participants City Leagues. 1,887 2,684 2,100 2,100 - No. of participants for hosted tournaments & serviced events. 9,583 9,741 8,500 8,500 Output - Total revenue. $271,325 $223,631 $205,000 $205,000 - No. City league athletic events. 22 20 20 20 - No. of assisted non-City league events.3333 - No. of assisted non-City leagues. N/A N/A 4 4 - No. of Participants in non-City leagues. N/A N/A 3,150 3,150 - No. of hotel room nights generated from. City league athletic events hosted. 7584 6353 10,000 10,000 - No. of hotel room nights generated from non- City league athletic events serviced/assisted. 590 726 1,500 800 104 Program Name: Senior Service Level:To meet the needs and desires of the adult and senior populations in our community through continuing education programs, instructional and leisure activities that encourage positive mental, physical and social development of citizens. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage of satisfied customers on survey. 98% 100% 98% 98% Efficiency - Total No. of Senior Citizen Programs Offered. 30 92 60 60 - Total No. of Senior Special Events Offered. N/A N/A 4 4 - Total No. of Senior Advisory Committee Meetings. N/A N/A 11 11 Output - Total No. of Senior Participants Served. 600 2,185 700 700 - Annual Promotions in Senior Marketing Materials. N/A N/A 4 4 Monthly promotions in the Golden Eagle. N/A N/A 12 12 Program Name: Programs and Special Events Service Levels:Provide a variety of special events for the enjoyment of local citizens, and sponsor, co-sponsor and facilitate special events that will enhance local tourism, promote community pride, increase business revenues and increase hotel/motel sales tax revenues. Finally, provide and assist with programs that enhance the arts through encouragement, promotion, improvement, and application of the arts, including, but not limited to instrumental & vocal music, dance, drama, and other arts related, to the presentation, performance, execution and exhibition of these major art forms. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage satisfied on promoter survey. N/A N/A 92% 92% Efficiency - No. of participants at WPC events. 20,473 48,800 30,000 30,000 - No. of participants, non WPC events. *2,245 74,943 135,000 135,000 Output -Total programs and special events revenue. $18,898 $22,217 $16,000 $16,000 - No. of events at WPC amphitheater. 15 20 20 20 - No. of City programs offered (non WPC). 9 34 8 8 - No. of assisted non city programs/events.5655 *Since there was no traffic counter utilized during the Christmas in the Park program, any participation number used for 'drive through' traffic would be an Actual 105 Program Name: Kids Klub Service Levels:Utilizing school district facilities to make after-school care for children available for the citizens of College Station and provide the opportunity for the participants to experience activities that will result in positive cognitive, physical, social and emotional youth development. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on cusomter survey 96% 90% 95% 95% (parents and Kids Klub participants). - Percent satisfied on customer survey 96% N/A 95% N/A (Students/participants in Kids Klub). Efficiency -No. of CSISD students served by 732 N/A 700 675 Kids Klub. - Maintain a counselor to student ratio of 1:12 Number of Counselors. N/A N/A 9 9 - Conduct monthly staff development meetings. - Prepare and distribute quarterly newsletters. N/A N/A 4 4 106 PARKS AND RECREATION SPECIAL FACILITIES Description & Budget Explanation: The Special Facilities Division operates the pools, the Conference Center, the Lincoln Center, the EXIT Teen Center, Xtra Education, and Instructions. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,254,176 $1,705,878 $1,895,498 $1,658,477 Revenue Summary $384,493 $533,290 $544,800 $572,000 Position Summary (FTEs)41.5 45 38 49.62 Fulltime / Benefited N/A N/A N/A 12 Seasonal employees N/A N/A N/A 225 Program Name: Instruction Service Level:To meet the needs and desires of the youth, adult and senior populations in our community through continuing education programs, instructional and leisure activities that encourage positive mental physical and social development of citizens Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage of satisfied customers on survey. 98% 98% 98% 98% Efficiency - Total No. of Instructional Classes Offered 460 588 352 400 Percent Expenditures covered by ***N/A ***N/A 55% 50% revenue in Instructions. Percent expenditure covered by ***N/A ***N/A 100 100 revenue in Xtra Ed. - Total No. of X-tra Ed. Classes Offered. 367 375 370 375 Output - Revenues from Xtra Education Classes N/A N/A N/A 85,000 Revenues from Instructional activities $117,838 $126,568 $120,500 $120,000 - Total no. of Instructional participants. 3,148 3,546 3,000 3,000 No. of Xtra Ed Catalogs distributed. ***N/A N/A 100,000 100,000 - Total no. of Xtra Ed Participants. 2,819 2,951 2,800 2,800 *** New for FY03 FTE = seasonal temp $71,713 / 1050hrs / avg. hourly rate ($8.00) + 2 full-time = 6.85 FTEs Number of seasonal employees supervised = 60 107 Program Name: Aquatics Service Level:Provide the public with safe, clean, attractive, professional operation of three city owned pools and one school owned pool for a reasonable fee. Activities include open swim, adult lap swim, pool parties, rentals, as well as support of the swim instruction program, competitive swim program, and Texas Public Pool Council. Performance Measure: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on customer survey. 99% 98% 98% 98% - Achieve a 80% or better on all National Pool & Waterpark Assoc. audits. N/A*** N/A 80% 80% Efficiency - Percentage of expenditures covered by revenues. 39% 37% 39% 10% - Average annual cost per participant $5.38 $5.57 $5.01 $5.50 (as per AS400). Output - Revenue. $255,342 $266,966 $233,000 $233,000 - No. of customers. 119,329 130,113 119,000 119,000 - National Pool & Waterpark audits. ***N/A N/A 33 - Conduct a minimum of 4 hours/ month/ guard staff safety training . ***N/A N/A 3,000 3,000 - Guard staff licensed through Ellis & Assoc. ***N/A N/A 100 100 - No. of rentals: ***N/A Theme Parties ***N/A N/A 14 14 After Hours Parties ***N/A N/A 224 225 Catered Pizza Parties ***N/A N/A 84 80 Pavilion Parties ***N/A N/A 184 200 *** New for FY03 FTE= Seasonal temp $286,986 / 1,850hrs / avg. hourly rate (6.97) + 2 full-time staff = 24.25 FTEs Number of seasonal employees supervised = 115 Program Name: Conference Center Service Level:Provide a clean, covenant meeting space and accommodations through excellent customer service, at a reasonable fee for local citizens and out-of-town clients. Needs that can be met include meeting planning, room setup, event clean up, equipment rentals catering service coordination. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage satisfied on customer survey. 100%99% 98% 98% Efficiency - Percentage of expenditures covered by revenues. 49% 43% 47% 43% - Average No. of customers based on 360 days of operation. 245 206 236 206 Output - Total Revenue. $130,374 $114,201 $104,000 $104,000 - No. of customers. 88,239 74,320 85,000 75,000 - No. of days the parking lot is overflowing. N/A 79 70 70 - No. of advisory Committee meetings. N/A*** N/A*** 9 12 - Average number of rentals: Commercial ***N/A N/A 447 447 Non-Commercial ***N/A N/A 1,377 1,377 Political ***N/A N/A 22 No charge City use ***N/A N/A 273 273 No charge CSISD use ***N/A N/A 44 *** New for FY 03 FTE= Seasonal temp $40,000 / 1,850 hours / avg. hourly rate (6.00)+ 3 full-time staff = 6.6 FTEs Number of seasonal employees supervised = 12 108 Program Name: Lincoln Center Service Level:Provide positive, drug-free environment where citizens and visitors can enjoy programming for a reasonable fee. Provide clean, safe, attractive facilities for an assortment of activities to include, but not limited to, youth athletics, educational programming, cultural events, and meeting rental space. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage satisfied on customer survey. 92% 90% 98% 98% Efficiency - Cost per participant (Exp. vs Participation)$3.91 $3.68 $4.33 $4.63 Percentage of expenditures covered by revenues. ***N/A ***N/A 5.50%13.90% - Staff to youth ratio. ***N/A ***N/A 1:10 1:10 Output - Revenue. $7,500 $18,727 $15,000 $20,000 - No. of days open. 353 $354 357 357 - No. of athletic events. N/A 90 60 75 - No. of cultural exchanges. N/A 43 48 60 - No. of educational programs. N/A 20 24 25 - No. of memberships sold N/A N/A 500 550 - No. of participants. 67,665 68,919 65,000 60,000 FTE=Seasonal temp $50,281 / 1,850 hours / avg. hourly rate (6.50)+3 full-time staff = 7.18 FTE's Number of seasonal employees supervised = 18 Program Name: Recreation Youth Service Level:Utilizing city-owned and operated teen centers, park facilities and resources, as well as school and privately owned facilities and resources, to provide and make easily accessible programs and activities for College Station's youth population that will create positive mental, physical and social youth development. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percentage satisfied on customer survey. 97% 83% 98% 99% Efficiency - No. of Teen Center members. 146 149 165 180 - No. of participants served through leisure/rec. activities. 9,834 11,083 15,000 15,250 - No. of participants served through educational activities. 1,344 1,382 2,000 2,250 - Staff to youth ratio. ***N/A ***N/A 1 to 15 1 to 15 Output - No. of leisure/rec. activities provided. 157 349 320 340 - No. of educational programs provided. 96 142 170 185 - Revenue generated through fees to participants. N/A $6,827.64 $12,000 $10,000 - No. of participants. N/A*** N/A*** $17,000 $17,500 - No. of memberships sold. N/A*** N/A*** $165 $180 - No. of days Teen Center open. 271 296 270 280 *** New for FY03 Number of seasonal employees supervised = 20 FTE=Seasonal temp $53,041 / 1,850 hours / avg. hourly rate (7.65)+ 1 full time staff = 4.74 FTE's 109 PARKS AND RECREATION OPERATIONS Description & Budget Explanation: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $1,399,263 $1,757,165 $1,862,403 $1,914,786 Position Summary 31 35 35 35 Program Name: Parks Operations Service Level:Provide clean, safe and well-maintained leisure facilities and provide support for recreation programs and special events. Performance Measures FY01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -91% 89% 90% N/A - Percent of overall park maintenance standards met. N/A 81.0% 86.0% 87.0% Efficiency - No. of acres per full-time employee. 15.4 16.9 15.2 16.2 - Cost per regularly maintained acre. $3,236 $3,720 $3,921 $4,176 Output - No. of acres regularly maintained. 432.4 472.4 472.4 501.1 - No. of pavilions regularly maintained. 5 5 5 6 - No. of play courts regularly maintained. 29.5 32.5 32.5 34.5 - No. of athletic fields regularly maintained. 31 39 39 39 - No. of park lights regularly maintained. 705 951 962 978 - No. of parks mowed and trimmed. 30 32 32 34 - No.of play units inspected and maintained. 39 40 40 45 - No. of special event ceremonies supported. N/A N/A 32 32 The Operations Division is responsible for grounds maintenance, facilities repairs and replacements, and program support. Percent satisfied or very satisfied on annual citizens' survey. 110 PARKS AND RECREATION FORESTRY Description & Budget Explanation: The Forestry Division is responsible for the maintenance of the Wolf Pen Creek Amphitheater, the College Station Cemetery, and the maintenance of municipal trees and landscaped areas. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $708,333 $835,686 $921,023 $1,045,595 Position Summary 12.5 14.5 14.5 14.5 Program Name: Wolf Pen Creek Service Level:Provide safe, well maintained special use facility. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on annual citizen survey. 91.3% 92.8% 93.2% 95.0% Efficiency - Cost per acre (annually). $3,019 $3,297 $3,000 $3,600 Output - No. of sq. ft. of turf area maintained. 487,781 496,000 496,000 496,000 - No. of sq. ft. of landscaped bed areas maintained. 26,000 20,000 20,000 20,000 - No. of acres on special-use facility park. 21 21 21 21 Program Name: Cemetery Service Level:Provide grounds maintenance and customer service for municipal cemetery. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Percent satisfied on annual citizen survey.1 96.6% 98.2% 95.4% 95.0% Efficiency - Dollar cost per acre. $7,008 $7,437 $7,367 $7,499 Output -Avg. no. of spaces sold annually. 166 157 185 160 -Revenue generated from sold spaces. 2 $71,000 $92,700 $111,000 $95,000 -Avg. no. of burials per year. 89 97 90 85 - Acres of cemetery care. 18.5 18.5 18.5 18.5 1 New questions were developed for the FY03 questionaire. These should result in a more accurate reflection of customer satisfaction for this area 2 All funds go to the Cemetery Endowment Fund 111 Program Name: Forestry Service Level:Provide landscape and grounds maintenance operations for municipal buildings and park sites, and provide support for special events, programs, and activities. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfied on annual citizen survey. 91.3% 92.8% 93.2% 95% - Percentage of potential annual irrigation system checks completed. 3 N/A N/A 40% 60% Output - No. of labor-hours on municipal tree care. 1,353 1,835 3,000 3,000 - No. of labor-hours on horticultural maintenance. 2,632 3,166 3,000 3,000 - No. of labor-hours on irrigation system checks, repairs, and improvements. 1,989 2,560 3,000 3,000 - No. of irrigation system checks completed. 3 136 287 300 439 - No. of labor-hours on special events. 3,525 3,244 3,300 3,500 - No. of landscape sites maintained through private contracts. 4 9121516 - No. of municipal trees planted. N/A N/A 250 100 - Make application for Tree City, USA designation N/A N/A completed 1 3 The Forestry Activity Center goal is to complete 60% of the monthly irrigation system checks for 61 systems. This would be 439 checks out of a potential 732 annual checks. These 61 systems are the ones the Activity Center has direct responsibility for. There are an additional 26 systems under landscape maintenance contracts that the Activity Center may have to respond to from time to time. The contracted sites are checked monthly. 4 Anticipated additions for FY 04 are Fire 5 and WPC Trails (upper). (+ 1 site; +3 systems) 112 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES LIBRARY SERVICES Description & Budget Explanation: The Library is responsible for library services in Brazos County. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $621,768 $734,082 $711,153 $756,518 Position Summary 0 000 *The Library is operated through a contract with the City of Bryan, all Library staff are employed by the City of Bryan. Program Name: Library Services Service Level:Provide a helpful, friendly, customer oriented library service to Brazos County residents. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent satisfaction level of high or very high on citizen survey. 87.3% 87.9% 87.5% 87% - Collection Turnover Rate. 5.19 5.33 5.23 5.22 Efficiency - Collection per staff. 3,400 3,575 3,662 3,775 - Library cost per capita $10.70 $11.54 $9.74 $10.36 - Circulation per capita. 4.61 4.18 4.66 4.66 Output - Circulation. 313,666 338,388 340,000 350,000 - Collection size. 60,339 63,453 65,000 67,000 - Reference transactions. 17,906 10,800 10,800 10,800 - Number of Library visitors. 100,062 108,860 110,000 112,000 113 CULTURAL ARTS ARTS COUNCIL OF BRAZOS VALLEY Description & Budget Explanation: The Arts Council of Brazos Valley conducts a continuing program of development, introduction presentation, encouragement, and promotion of the arts in College Station by increasing the availability, performance, execution and exhibition of all major art forms FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved College Station Budget Summary $235,400 $260,400 $260,400 $300,000 Program Name: Annual Grant, Mini Grant and Scholarship Programs Service Level:To provide funding for arts related activities or non-profit organizations and individuals. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - No. of organizations completing Grant evaluations. 25 25 27 27 - No. of people served by Arts Council of Brazos Valley. 147,000 147,000 147,000 147,000 - Increase in the number of scholarship requests. 100% 100% 100% 100% - Percent increase in funding. 20% 20% 20% 20% - Increase in C. Monroe scholarship.$1,000 $1,000 $1,000 $1,000 - College Fine Arts scholarships.$2,500 $2,500 $2,500 $2,500 Efficiency - Percent of requests funded by Annual Grant Program. 95% 95% 95% 100% - Amount of funds provided by Mini Grant Program. $1,000 $3,725 $1,500 $1,500 - Percent of requests funded by College Fine Arts Scholarship. 100% 100% 100% 100% Output - No. of Carolyn Munroe Scholarships.11 1 1 - No. of College Fine Arts scholarships 4 4 4 4 -23232027 - Amount in Annual Grants.$105,000 $105,000 $105,000 $105,000 - No. of Mini Grants approved.55 5 5 No. of organizations receiving Annual Grants. 114 Program Name: Programs (Local Color Gallery and Art classes) Service Level:To provide educational, entertainment and exhibition programs and services in the visual and performing arts to the community Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Annual percentage increase in values 20% 20% 20% 20% - No. of areas of service, procedures and quality rated HIGH. N/A N/A N/A N/A Efficiency - Avg. sales per artist $383 $477 $600 $600 - No. of visitors per day.40 45 50 50 Output - No. of Gallery visitors.3,500 7,000 7,000 7,000 - Amount in Local Color sales.$26,800 $85,000 $12,000 $12,000 Program Name: Administrative and Information Services Service Level:To provide information, administrative support, coordination and assistance to groups, organizations and individuals. Performance Measures:FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness -Annual percent increase of information requests. N/A N/A 20% N/A - Monthly circulation of artiFACTS.$17,000 $16,500 $17,000 $17,000 Efficiency - No. of daily phone calls requesting information about programs and services. 75 100 75 100 - No. of artiFACTS newsletters 200,000 198,000 200,000 200,000 - Cost per newsletter.$0.04 $0.04 $0.04 $0.04 - Amount of staff time needed to complete calendar. 8 hrs/week 8 hrs/wk 8 hrs/week 8 hrs/wk - No. of activities on monthly calendar.45 50 45 50 - No. of local and area media carriers receiving calendars. 60 60 60 60 - No. of Art Spots aired daily on KAMU-FM reaching approximately 25,000 per airing. 5 5 5 5 Output - No. of telephone requests for information 20,000 20,000 20,000 20,000 - No. of newsletters.12 12 12 12 - No. of newsletters in circulation.16,500 16,500 16,500 16,500 - No. of artFAX sent to hotels and motels 50 50 50 50 - No. of hotels and motels.23 23 23 23 - No. of calendars. 12 12 12 12 - No. of activities promoted on calendars.600 600 600 600 - No. of Art Spots recorded.275 275 275 275 - No. of group promotional spots.27 28 27 28 - No. of tickets sold.8,000 8,000 8,000 8,000 -No. of organizations represented.18 20 32 33 115 Embracing the Past Exploring the Future PLANNING AND DEVELOPMENT APPROPRIATIONS — PLANNING AND DEVELOPMENT Development Services $2,164,761 The Development Services Department provides oversight for new development in the City. Development Services works to ensure that there is compliance with zoning, subdivision, drainage and other ordinances. This ensures the community develops in a manner consistent with the policies established by the City Council. The development process includes planning and construction functions as well as development coordination activities. Also involved in the development process are other areas such the Fire Department and the Public Utilities Department. Strategic Plan 2003-2004 In FY 03, the Unified Development Ordinance was adopted. In FY 04, the Development Services staff will continue to revise and guide the development process through the Unified Development Ordinance. Development Services has three approved service level adjustments (SLAs) for FY 04 in the amount $124,015. The first approved SLA requests funds for the purchase of TRANSCAD Software and the hiring of a part-time intern. This software will analyze transportation impacts regarding thoroughfare and land use changes. The cost of this SLA is $17,511. The second approved SLA is for an additional plans examiner in the building division. In FY 03, commercial and residential building continues to remain strong in the City. Therefore, this additional position will allow plans to be reviewed in a timely manner. The cost of this SLA is $46,504. The third approved SLA, for $60,000, will fund the development of further annexation strategies. Strategic Plan 2003-2004 In 2004, the City will continue to guide growth through planned annexation. In the FY 04 Approved Budget $60,000 is dedicated to the continuation of the Annexation Strategy set by Council in 2001. Phase I was completed in 2002. Phase II will examine and make recommendations for potential annexations in the FY 04 year. PLANNING AND DEVELOPMENT $2,164,761* We will continue to promote a well-planned community. Strategic Plan Summary: The strategic plan addresses the planning and development vision statement through the following strategies: x We will continue to revise and guide the development process through the Unified Development Ordinance. x We will continue to support an intermodal transportation action plan. x We will generate an intermodal transportation action plan. x We will promote well-planned neighborhoods. * This is the gross total of the Planning and Development Vision Statement. DEVELOPMENT SERVICES 100% 117 DEVELOPMENT SERVICES CUSTOMER SERVICE Description & Budget Explanation: The Development Services Administration function is responsible for providing administrative support to the planning, engineering, building, and development coordination. Development Management and Review is also included within this division which is responsible for processing, reviewing and coordinating all new public and private development within the City. Also, many of the implementation plans within the City Council's strategic plan are managed by Development Services. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $481,706 $740,536 $734,833 $818,927 Position Summary 12 12 13 13 Program Name: Administration Service Level: Project development/implementation/management associated with the Council strategic issues; and management of department function. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of City Council implementation plans 90% 95% 95% 95% completed within scheduled milestones. - Percent of Council, Boards & Commission agenda items completed within specified deadlines. 90% 95% 95% 95% Output - Implementation plans led by department. 12 11 *9 9 - Council, Board & Commission items. 350 311 300 300 * Includes implementation plans with substantial involvement by Development Services 118 Program Name: Development Management & Review Service Level:Provide thorough and efficient review of zoning, development proposals, and project review. This includes support services to the department as well as the Planning and Zoning Commission, Zoning Board of Adjustment, and other related committees. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of development plans reviewed within 5 working days. 75% 96% 95% 90% - Percent of staff participating in professional training. 83% 90% 90% 90% - Percent of staff reports/cover sheets completed on time. 75% 96% 95% 85% - Percent of pre-development meetings held within 10 working days of request. 96% 90% 95% 95% Efficiency - Development cases processed per Staff Planner. 81 86 75 75 - Pre-development meetings conducted per Staff Planner. 38 51 40 40 - Staff reports/cover sheets prepared per Staff Planner. 25.3 42 30 30 Output - Development cases processed per year. 245 257 250 250 - Staff reports/cover sheets prepared annually. 76 126 120 120 - Pre-development meetings held. 114 136 125 125 - Board, Commission, and other committee meetings held. 56 53 50 50 Service Level:Process all permits and inspection requests in a timely manner. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of permits/development applications input within 1 hour. 90% 85% 80% 85% - Percent of inspections input within 1 hour. 90% 85% 85% 90% Efficiency - Permits processed per Cust. Serv. Rep. 1450 2449 2100 2000 - Inspections processed per Cust. Serv. Rep. 3100 5303 5300 5300 Output -Development related fee revenues. $1.2 mil $1.8 mil $1.7 mil $1.7 mil -Permits processed. 4,500 6,728 5,300 5,300 - Inspections processed. 9,500 14,671 11,000 12,000 119 DEVELOPMENT SERVICES BUILDING INSPECTION Description & Budget Explanation: The Building Inspection function is responsible for the building review and permitting process. Building permits are issued and buildings are inspected as construction occurs to ensure buildings are constructed to city code. The Building Division is also responsible for enforcing the property maintenance code. FY 01 FY02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $389,979 $406,829 $415,268 $454,690 Position Summary 7778 Program Name: Building Division Service Level:Perform thorough and efficient building plan review, inspection services and permit administration. Perform efficient administration of property maintenance code. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of commercial plans reviewed within 5 days. N/A 65% 50% *80% - Percent of building inspected within one half day N/A 92% 95% 95% hours of request. Efficiency - Percent of single family permits reviewed within 99% 97% 95% *100% 5days - % of single family permits reviewed within 24 hrs. 90% 85% 20% *90% - No. of inspections per day per inspector. 10 15 15 15 Output - Multi-family and commercial plans reviewed. 160 N/A 180 180 - Annual inspections performed. 11,046 N/A 14,500 14,500 - No. of building inspections per inspector. N/A N/A 3625 3625 No. of substandard structures processed. N/A N/A 5 5 * FY '04 proposed performance measures are based on the assumption that the SLA for a plans examiner will be approved. Should the SLA not be approved, FY '04 performance measures will be substantially less. 120 DEVELOPMENT SERVICES PLANNING - COMPREHENSIVE PLAN Description & Budget Explanation: The Long-Range and Neighborhood Planning function is responsible for maintaining, monitoring and implementing the City's comprehensive plan. This is done in part by reviewing zoning, platting and other development cases to ensure that development occurs in accordance with existing plans and policies. It is also done through the preparation of small area, neighborhood and special interest plans and by participating in regional transportation planning through the Metropolitan Planning Organization (MPO). The Division also reaches out to the community through the Neighborhood Services Program and through educational outreach efforts on the part of staff. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $647,138 $436,566 $463,804 $536,790 Position Summary 10.5 6.5 6.5 5.5* Program Name: Pro-Active Long Range Planning Service Level:Develop and administer a pro-active comprehensive planning program that includes participation in regional, city-wide, and small area planning. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of plans / studies / updates completed within budget. 128% 60% 100% 100% - Percent of staff involved in educational outreach. 157% 76% 100% 100% - Percent of staff involved in project support. 100% 100% 100% 100% Efficiency - Plans / studies / updates completed per staff member. 1.4 0.9 1.8 1.5 - Educational Outreach contacts per staff member staff member. 2.6 1.9 2 2 - No. of projects supported per staff member. 3.8 2.4 2.5 1.8 Output - No. of plans / studies / updates. 6 6 10 8** - Educational Outreach. 20 22 12 12 - Internal & External Project Support. 13 16 15 10 Input - No. of Staff. 5.5 8.5 5.5 5.5 - Professional training seminars attended. 1 14 86 *Jane, Ken, Lee, Trey, Nanette, Chris (1/2) ** Anticipated Projects: 3rd Transportation Summit, Revise/Simplify Land Use Plan, East side T-fare Update, Annexation(?), Land Use Map Update Automation, Comp Plan amendments thru development, Bike Plan education implementation, Land Use Policy Discussion, Greenways Plan Update Support, Community Indicators 121 DEVELOPMENT SERVICES PLANNING - NEIGHBORHOOD Description & Budget Explanation: The Neighborhood Services Program is designed to foster communication between the City and residents for the purpose of promoting exceptional quality of life, sound development, and thriving neighborhoods. In support of thi purpose staff provides professional leadership in maintaining and expanding the Neighborhood Partnership Program planning the Neighborhood Conference & Youth Vision event, administering the Gateway Grant Program, and participating in the plans, programs, and projects of Development Services' Comprehensive Planning, other City departments, community groups, local agencies, and neighborhoods as they relate to community outreach education, and service. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary NA $137,579 $95,655 $97,505 Position Summary 0322 Program Name: Neighborhood Services Service Level:Develop and administer a neighborhood services program that includes participation in commuity events, an annual conference, neighborhood outreach and neighborhood association support. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent staff participating in outreach.128% 90% 100% 100% - Percent of community events completed 157% 100% 100% 100% in budget year. - Percent of staff participating in n.hood support 100% 100% 100% 100% Efficiency - Outreach per staff member.N/A N/A 4.8 7.5 - Events per staff member. N/A N/A 26 - Supported Associations per staff member.N/A N/A 9.6 13.5 Output - Community Outreach. N/A N/A 12 15 - Community Events. N/A N/A 512 - Associations Supported N/A N/A 24 27 Input - No. of Staff. NA NA 2*** 2*** - Professional training seminars attended. NA NA 22 *$17, 370 - Historic Preservation Cost Center is not included in above figure **does not include 1/2 time intern who supports development review *** Staff Planner plus full time intern position 122 DEVELOPMENT SERVICES ENGINEERING DEVELOPMENT Description & Budget Explanation: Engineering development is responsible for the development review process, which ensures that development meets the required engineering standards. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $195,510 $147,974 $233,041 $239,479 Position Summary 3 333 Program Name: Engineering Service Level: Provide thorough and efficient plan review for development projects. Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of plans and reports reviewed in 5 days or less 86% 80% 75% 85% - Percent of site plan/plats reviewed in 5 days or less 90% 80% 80% 90% - Percent of staff reports/coversheets completed on time 99% 99% 99% 100% Efficiency - Administrative cost per review $366 N/A N/A N/A - Administrative cost per site plan/plan review $63 N/A N/A N/A 123 Embracing the Past Exploring the Future ECONOMIC DEVELOPMENT APPROPRIATIONS — ECONOMIC DEVELOPMENT Economic Development Division Operations $245,251 The Economic Development Department is responsible for coordinating economic development activities in College Station. The department director serves as the staff liaison to the Economic Development Corporation. The Economic Development FY 04 approved operating budget is $245,251. The approved budget includes one approved Service Level Adjustment (SLA) for $15,000. This SLA will provide funding for signs directing people to the Northgate District from various locations around the City. Economic Development Incentive Fund $610,000 The Economic Development Fund is used to provide City resources for business attraction and retention. These funds will be available to provide economic development incentives to encourage targeted economic activities in College Station. Research Valley $243,287 Partnership The Research Valley Partnership is a joint agency funded by the Cities of Bryan, College Station, and Brazos County. The RVP promotes the Brazos County region to economic development prospects. ECONOMIC DEVELOPMENT $5,501,786* We will continue to promote a strong and diverse economic environment. Strategic Plan Summary: The strategic plan addresses the economic development vision statement through the following strategies: x We will promote the development of strategic areas. x We will continue to strengthen and diversify the tax and job base. x We will promote tourism. x We will promote revitalization and redevelopment. x We will encourage and integrate the City’s economic development efforts with the Research Valley Partnership. * This is the gross total of the Economic Development Vision Statement ECONOMIC DEVELOPMENT 4% ECONOMIC DEVELOPMENT FUND 11% RESEARCH VALLEY PARTNERSHIP 4% BUSINESS PARK CIP 47% CONVENTION AND VISITORS BUREAU 17% PARKING ENTERPRISE FUND 17% 125 Business Park CIP $2,570,000 In FY 04, there are two significant business park related projects. These include $2,320,000 for the construction of the Spring Creek Corporate - Campus Phase I and $415,000 for development of a new class B business center. An additional $250,000 is also included in the approved budget for costs associated with the existing business park. These costs include reimbursement for a fence being built, and funds for minor improvements in the existing business park facility. Strategic Plan 2003-2004 Funds are included in the budget for the development of Phase I of a second class “A” business park. This business park will continue the recruitment of technology companies to the Research Valley. Parking Enterprise Fund $918,048 The Parking Enterprise Fund accounts for the Parking operations of the City. This includes the parking lot, the parking garage, and on-street parking. The budget for FY 04 is $918,048, which includes a SLA in the amount of $14,250. This SLA will fund the purchase of digital cameras. Convention and Visitors Bureau $915,200 The approved budget for the Bryan College Station Convention and Visitors Bureau is $915,200. In FY 03, the bureau became a separate organization, and a new Executive Director was hired. The following pages in this section detail the service levels and performance measures for the operating divisions in the Economic Development Vision Statement. Also included are the budget and position summaries for each of the divisions. 126 GENERAL GOVERNMENT ECONOMIC DEVELOPMENT Description & Budget Explanation: The Economic Development Division is responsible for coordinating the efforts to promote economic development and redevelopment activities in College Station. Economic development has been one of the key City Council issues in recent years. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $192,560 $209,467 $324,726 $245,251 Position Summary 2.5 2.5 2 2 Program Name: Economic Development- Retention, Attraction and Redevelopment Service Level:Provide for economic development efforts to retain and attract businesses in and to College Station Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of active City Council Strategic Issue objectives and milestones met within action plan time frames 95% 90% 90% 90% Efficiency - Percent of information packets sent within 48 hours of request 98% 95% 95% 95% - Percent of annual Economic Development Agreements with a payback of less than seven years N/A N/A 70% 75% Output - No. of jobs created or retained through City economic development efforts (tourism/retail/com/special dev only) 150 100 200 100 - Net increase in capital investment (from new tourism/retail/ com/special dev only) $8,000,000 $60,000,000 $10,000,000 $10,000,000 - Net increase in future sales, hotel/motel tax, $532,500 $400,000 $260,000 $100,000 property tax revenues (tourism/com/sales/HM tax H/M tax; h/m tax sales/HM Tax special dev only) $34,300 $257,580 $47,000 $40,000 property tax property tax property tax property tax - No. of economic development prospects (all categories) 17 15 10 15 - No. of economic development projects secured (all categories) 2 2 2 2 - No. of commercial and retail packets sent to prospects 35 40 132 40 127 Service Level:Provide for economic revitalization and redevelopment in targeted areas within College Station Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Percent of City Council Strategic Issue objectives and milestones met within action plan time frames 100% 90% 90% 90% Output -No. of Projects/Activities N/A N/A 2 -No. of Packets sent out N/A N/A 10 - No. of eco. redevelopment prospects 5 3 3 3 Service Level:Manage and coordinate development of CIP Projects. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Estimate Estimate Approved Effectiveness -Percentage of projects completed within Budget Specifications and allotted time N/A N/A 75% 75% Output - No. of capital projects managed N/A N/A 4 2 128 EMPLOYMENT/PROSPERITY CONVENTION AND VISITORS BUREAU Description & Budget Explanation: The Bryan-College Station Convention and Visitor Bureau offers informational services, tour coordination, and assistance with transportation and meeting planning to visitors and convention attendees. The Convention and Visitor Bureau is funded through the Hotel/Motel Fund. FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Budget Summary $645,000 $668,000 $668,000 $915,200 Program Name: Convention and Visitors Bureau Service Level:Provide an on-going tourism, marketing, sales and service effort to attract a maximum number of conventions, conferences and meetings that will use hotel rooms in our community; and provide quality services for conventions to generate repeat business andgood referrals for new business. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Amount of hotel occupancy tax collections N/A N/A N/A N/A - Amount of direct expenditures from convention delegates $16,355,918 $28,831,288 $16,197,500 $16,720,000 Efficiency -Avg. daily hotel room rates $62 N/A N/A N/A -Avg. hotel occupancy rate 68.0% N/A N/A N/A Output - No. of bureau initiated convention room nights booked for the future 62,362 64,756 32,000 62,000 - No. of delegates-conventions hosted 54,102 110,359 62,000 62,000 - No. of sales appointments by bureau staff 12,100 17,070 8,500 15,000 - No. of site inspections conducted by staff 26 55 55 55 - No. of group services provided for 203 193 150 225 - No. of room nights stayed by above groups 54,870 53,234 26,600 60,000 - No. of delegates 39,200 50,392 39,000 52,000 - No. of convention bids 78 62 30 75 - No. of conventions booked 210 203 155 220 - No. of convention articles 50 68 39 58 129 Service Level:Provide an on-going tourism, marketing, sales and service program to bring the maximum number of overnight visitors to our community. Performance Measures FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Amount of direct tour and travel expenditures $1,700,000 $2,461,900 $1,825,124 $1,905,650 - Monetary value of articles published $90,000 $96,550 $16,025 $50,000 Output - No. of group tours hosted 300 317 164 170 - No. of tour and travel group room nights 450 413 171 180 - No. of articles published from hosted media 12 10 8 10 - No. of familiarization tours hosted 6 6 8 8 - No. of tourism inquiries as a result of trackable advertising 6,000 9,818 8,421 10,975 - No. of tourism inquiries as a result of non- trackable advertising 20,000 38,954 23,554 25,000 Program Name: Sporting Events Coordination Service Level:Promote the interest, participation and acquisition of sporting events in College Station/Bryan Performance Measures: FY 01 FY 02 FY 03 FY 04 Actual Actual Estimate Approved Effectiveness - Annual percentage increase of sports events hosted/serviced. 11% 0% 15% N/A - Annual percentage increase in number of participants. -7% 5% 15% N/A - Annual percentage increase in number of room nights generated. 24% 36% 15% N/A - Annual percentage increase in memberships 19% 11% 25% N/A - Annual percentage of return events. 37% 36% 15% N/A Efficiency - Average no. of days per sport event. 2.37 3.72 2.5 2.5 - No. of requests for assistance. 65 60 45 40 - Average no. of rooms per night per event. 491.26 570.4 500 500 - Average no. of participants per event. 441 452.16 450 688 Output - No. of sport events hosted/serviced. 50 50 50 50 - No. of room nights generated from Sport events hosted serviced. 21,124 22,308 19,000 19,000 - Community education workshops/seminars. 4 5 4 4 - No. or events posted to sports calendar/Community Calendar. 75 100 75 75 - No. of different sports serviced. 18 15 15 15 - No. of memberships. 63 71 65 65 130 GOVERNMENTAL FUNDS GENERAL FUND The General Fund is used to account for all activities typically considered governmental functions of the City. These include Public Safety, Public Works, Parks and Recreation, and Development Services. Also included are the primary support services for these areas such as Fiscal Services and the Office of Technology and Information Services. Also included in the General Fund are administrative services in the General Government Department. The General Fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The General Fund is influenced by current policies and approved policy changes. The policies include inter-fund equity; maintaining a balance between revenues and expenditures; and maintaining the level of service currently provided as the city experiences residential and commercial growth. The approved FY 04 General Fund revenues are $35,144,401. This is an increase over the FY 03 Budget of 3.79%. This increase is due to normal growth and inflationary factors and is distributed among the major revenue categories. The revenue estimates include increases in fines, and grant revenues related to approved service level adjustments. Revenue projections are conservative estimates relative to historical trends and consider economic variables that affect the City’s revenue stream. A table in Appendix D provides historical data on major revenue categories. Major revenue estimates and assumptions are explained below. 1. Property Taxes are projected to be $5,811,746 or 10% above the FY 03 revenue estimate. This increase is due to new property values on the tax roll, and to increases in value of existing property. The operation and maintenance portion of the tax rate is approved to be 19.21 cents per $100 assessed valuation. This is below the FY 03 operations and maintenance tax rate of 19.46 cents per $100 assessed valuation. 2. Sales Tax is projected to be $14,045,000 in FY 04, or 1.27% above the original FY 03 budget estimate. This is approximately 2% above the revised year end estimate. Estimated revenue is based on analysis of historical revenues, expected future retail sales and employment and personal income. The overall projection for sales tax growth is lower than it has been in recent years due in part to the slowing of economic growth locally. Sales tax makes up approximately 40% of overall General Fund revenues. 3. Mixed Drink and Franchise Taxes are projected to be $1,914,500 or 4.72% above the FY 03 budget. Franchise taxes include phone, cable, and natural gas. Natural gas and phone franchise revenues are expected to be higher than the original estimate in FY 03. 4. Permit Revenue for FY 04 is projected to increase by 2.86% over the FY 03 original budget estimate. Building continues to be strong in College Station, and the permit revenues continue to reflect this. In FY 04 permit revenues are projected to be lower than the FY 03 year end estimate. 5. Intergovernmental Revenues are projected to be lower than in FY 03. Several grants that had been available in the past have expired. Anticipated grant revenue includes funds for the selective traffic enforcement program. The City of College Station continues to apply for grants as opportunities arise. 6. Parks and Recreation revenues are projected to increase by less than 1% in FY 04 over the FY 03 original estimate. Parks revenues come primarily from service charges for various park and recreation activities. The parks and recreation fees were reviewed as part of the FY 04 budget process. 7. Other Service Charges include miscellaneous charges and fees from various departments within the general fund, primarily Development Services, Police, Fire and Municipal Court. These revenues are projected to be 23.68% above the FY 03 original budget estimate. Development fees were also reviewed as part of the FY 04 budget process. 131 8. Fines, Forfeits, and Penalties are principally ticket and court fines from the Municipal Court. These fines are generated primarily through traffic citations. Fines, forfeits, and penalties are projected to increase by approximately 50% in FY 04 over the original FY 03 estimate. This is due in part to growth, but primarily due to proposals to increase revenues by collecting more of the fines that are assessed. This is approved to be done by adding an additional Customer Service Representative, a Payment Compliance Officer, and utilizing collection services to increase revenue collection. 9. Miscellaneous Revenues include such items as miscellaneous rents and royalties, miscellaneous donations, collection service fees, sale of abandoned property, sale of fixed assets, etc. The FY 04 total is $428,100, or 53% higher than the original FY 03 budget estimate. This increase is due primarily to moving the rent revenues for the George Bush Drive Conference Center to the General Fund from the Hotel/Motel Fund. 10. Return on Investment (ROI) transfers from the enterprise funds are approved to be $6,640,395 for FY 04. This is a 2.31% above the FY 03 budget estimate. 11. Investment earnings are projected to be $251,900, or 28.84% below the original FY 03 budget estimate. Lower interest rates are the primary reason for lowering this revenue estimate. Net Expenditures for FY 04 are approved to be $36,556,941, or 5.65% above the FY 03 revised budget. This increase is due to the approved service level adjustments that will allow the City to continue to provide core City services. A net total of approximately $2.59 million in approved service level adjustments are included in the General Fund portion of the approved budget. These service level adjustments are discussed in detail in the executive summary and departmental summaries. A total of 561.75 positions are included in the approved General Fund budget. This is an increase of 11.25 positions. The additional positions approved include: ¾3 Firefighters — Phase 3 of Fire Station #5. ¾1 Police Criminal Investigation Division Sergeant to improve the operations of the CID Division. ¾1 Plans Examiner in the Building Office to improve customer service. ¾1 Media Specialist to implement in house television capabilities. ¾1 Municipal Court Customer Service Representative, and 1 payment plan coordinator to improve customer service and increase the fine collection rate. ¾Drainage crew (3 employees) — These are funded from the drainage utility fund and will improve the level of service from the Drainage Maintenance operation. ¾0.25 Secretary in Human Resources. This will create one full time secretary position. A total of $640,000 is included in the approved budget for capital related projects. This includes $200,000 to overlay streets in the newly annexed areas. The approved budget also includes $300,000 for thoroughfare rehabilitation. The budget also proposes $100,000 to begin putting funds aside for the replacement of the aerial topographic maps of the City. $40,000 is approved for a park land purchase. The approved budget also includes $413,781 for the enhancement of the City’s retirement benefit, and a 1% across the board pay increase for all employees. The 1% across the board increase is being approved to offset the impact of the increased retirement benefit on employees. The market based pay plan is suspended in FY 04. The approved General Fund Budget also includes funding for several outside agencies. The Brazos County Health District will receive $113,498 as included in the proposed budget. The City Council added funding for the following agencies: x The Children's Museum of the Brazos Valley $30,000 x Retired Senior Volunteer Program $5,000 x African American National Heritage Society $10,000 x Brazos Valley Veteran's Memorial $50,000 (Funded through Arts Council of Brazos Valley) x Dispute Resolution Center $10,000 x Bryan-College Station Sister Cities $4,500 x George Bush Library and Museum $42,767 (Funded through Arts Council of Brazos Valley) 132 CITY OF COLLEGE STATION GENERAL FUND FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING BALANCE 8,358,225$ 8,742,078$ 8,742,078$ 8,343,854$ 8,343,854$ REVENUES: AD VALOREM TAX 4,555,346$ 5,283,461$ 5,325,461$ 5,811,746$ 5,811,746$ 10.00% SALES TAX 13,413,911 13,869,500 13,769,500 14,045,000 14,045,000 1.27% MIXED DRINK AND FRANCHISE 1,949,165 1,828,200 1,909,585 1,914,500 1,914,500 4.72% LICENSES AND PERMITS 870,636 860,600 912,540 885,200 885,200 2.86% INTERGOVERNMENTAL 414,767 496,095 392,432 187,300 228,115 (54.02%) PARKS AND RECREATION 619,194 657,614 635,501 648,000 663,615 0.91% OTHER CHARGES FOR SERVICES 1,220,573 1,136,570 1,350,183 1,405,700 1,405,700 23.68% FINES, FORFEITS, AND PENALTIES 2,330,648 1,903,110 2,303,000 2,349,000 2,870,130 50.81% INVESTMENT EARNINGS 468,664 354,000 276,900 251,900 251,900 (28.84%) MISCELLANEOUS 362,864 280,050 308,927 428,100 428,100 52.87% RETURN ON INVESTMENT 6,236,793 6,490,200 6,490,200 6,640,395 6,640,395 2.31% TOTAL REVENUES 32,442,561$ 33,159,400$ 33,674,229$ 34,566,841$ 35,144,401$ 5.99% TOTAL FUNDS AVAILABLE 40,800,786$ 41,901,478$ 42,416,307$ 42,910,695$ 43,488,255$ 3.79% EXPENDITURES: POLICE 8,843,085$ 9,344,204$ 9,137,728$ 8,964,871$ 9,231,753$ (1.20%) FIRE 6,360,340 7,331,778 7,270,849 6,883,878 7,236,399 (1.30%) PUBLIC WORKS 5,346,269 5,583,938 5,522,973 5,576,576 5,955,141 6.65% PARKS AND RECREATION 5,945,183 6,351,614 6,328,429 6,170,506 6,407,522 0.88% LIBRARY 734,082 754,955 711,153 756,518 756,518 0.21% DEVELOPMENT SERVICES 1,869,605 1,950,999 1,959,433 2,014,058 2,164,761 10.96% OFFICE OF TECH. & INFO. SYS.2,295,795 2,619,839 2,578,202 2,371,739 2,720,345 3.84% FISCAL SERVICES 2,092,053 2,379,060 2,333,975 2,367,575 2,605,941 9.54% GEN GOVT/ECON DEV/COMM DEV 3,258,999 3,531,515 3,468,453 3,497,850 3,925,389 11.15% PAY AND BENEFIT PLAN ADJUSTMENTS 0 0 68,760 0 0 N/A TOTAL OPERATING EXPEND.36,745,411$ 39,847,902$ 39,379,955$ 38,603,571$ 41,003,769$ 2.90% GENERAL/ADMIN. TRANSFER (5,875,967) (6,091,904) (6,000,000) (5,602,011) (5,784,593)(5.04%) PUBLIC AGENCY FUNDING 208,485 196,998 196,998 113,498 267,265 35.67% OTHER 76,299 345,500 45,500 45,500 45,500 (86.83%) SPECIAL PROJECTS 150,000 150,000 350,000 0 150,000 0.00% DEBT AVOIDANCE 480,190 0 0 0 640,000 N/A CONTINGENCY 0 154,047 100,000 235,000 235,000 52.55% TOTAL NON OPERATING EXPEND.914,974$ 846,545$ 692,498$ 393,998$ 1,337,765$ 58.03% TOTAL EXPENDITURES 31,784,418$ 34,602,543$ 34,072,453$ 33,395,558$ 36,556,941$ 5.65% INCREASE (DECREASE) IN FUND BALANCE 658,143$ (1,443,143)$ (398,224)$ 1,171,283$ (1,412,540)$ GAAP ADJUSTMENTS (274,290) ENDING FUND BALANCE 8,742,078$ 7,298,935$ 8,343,854$ 9,515,137$ 6,931,314$ 133 CITY OF COLLEGE STATION GENERAL FUND DEPARTMENT SUMMARY EXPENDITURE BY DEPARTMENT REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DEPARTMENT FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 POLICE DEPARTMENT 8,843,085$ 9,344,204$ 9,137,728$ 8,964,871$ 9,231,753$ (1.20%) FIRE DEPARTMENT 6,360,340 7,331,778 7,270,849 6,883,878 7,236,399 (1.30%) PUBLIC WORKS 5,346,269 5,583,938 5,522,973 5,576,576 5,955,141 6.65% PARKS AND RECREATION 5,945,183 6,351,614 6,328,429 6,170,506 6,407,522 0.88% LIBRARY 734,082 754,955 711,153 756,518 756,518 0.21% DEVELOPMENT SERVICES 1,869,605 1,950,999 1,959,433 2,014,058 2,164,761 10.96% OFFICE OF TECH & INFO SERVICES 2,295,795 2,619,839 2,578,202 2,371,739 2,720,345 3.84% FISCAL SERVICES 2,092,053 2,379,060 2,333,975 2,367,575 2,605,941 9.54% GENERAL GOVERNMENT 3,258,999 3,531,515 3,468,453 3,497,850 3,925,389 11.15% GENERAL FUND TOTAL 36,745,411$ 39,847,902$ 39,311,195$ 38,603,571$ 41,003,769$ 2.90% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CATEGORY FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 26,019,599$ 27,801,211$ 27,556,537$ 27,858,274$ 28,853,360$ 3.78% SUPPLIES 1,605,218 2,016,792 2,036,139 1,696,097 1,991,142 (1.27%) MAINTENANCE 3,205,630 3,467,243 3,371,343 3,203,576 3,337,046 (3.76%) PURCHASED SERVICES 5,440,302 5,964,605 5,766,406 5,642,624 6,154,632 3.19% CAPITAL OUTLAY 474,662 598,051 580,770 203,000 667,589 11.63% GENERAL FUND TOTAL 36,745,411$ 39,847,902$ 39,311,195$ 38,603,571$ 41,003,769$ 2.90% PERSONNEL SUMMARY BY DEPARTMENT REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DEPARTMENT FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 POLICE DEPARTMENT 141.5 142.5 141.5 141.5 142.5 0.71% FIRE DEPARTMENT 96.0 100.0 103.0 102.0 105.0 1.94% PUBLIC WORKS 54.0 59.0 60.0 60.0 63.0 5.00% PARKS AND RECREATION 111.0 117.0 116.5 116.5 116.5 0.00% LIBRARY 0.0 0.0 0.0 0.0 0.0 N/A DEVELOPMENT SERVICES 32.5 31.5 30.5 30.5 31.5 3.28% OFFICE OF TECH & INFO SERVICES 23.5 23.5 22.5 22.5 22.5 0.00% FISCAL SERVICES 34.0 35.0 35.5 35.5 37.5 5.63% GENERAL GOVERNMENT 42.75 42.25 41.0 42.0 43.25 5.49% GENERAL FUND TOTAL 535.25 550.75 550.50 550.50 561.75 2.04% 134 GENERAL FUND - USES LIBRARY 2% DEV. SERV. 5% OTIS 6% FINANCE 6% GEN. GOVT. 9% OTHER 9% PUB. WORKS 13%POLICE 20%FIRE 16% PARKS 14% GENERAL FUND-REVENUES OTHER 7% INVESTMENT EARNINGS 1% PROP. TAX 17%FINES 8% ROI 19% GRANTS 1% OTHER TAXES 5% LICENSES AND PERMITS 3% SALES TAX 39% 135 POLICE DEPARTMENT INTERNAL AFFAIRS STAFF SERVICES COMMUNITY RELATIONS FLEET MAINTENANCE SCHOOL SERVICES PERMIT COORDINATOR ANIMAL CONTROL SPECIAL SERVICES CENTRAL RECORDS NOISE ABATEMENT EVIDENCE CRIME ANALYSIS INFORMATION SERVICES COMMUNICATIONS HOLDING FACILITY COMMUNICATIONS TECHNICAL SERVICES COORDINATOR RECRUITING AND TRAINING SERVICES BUREAU COMMANDER TRAFFIC PATROL UNIFORMED INVESTIGATIONS FORENSICS NARCOTICS CRIMINAL INVESTIGATIONS HNT SWAT OPERATIONS BUREAU COMMANDER ADMINISTRATIVE SERVICES POLICE CHIEF CITY MANAGER 136 CITY OF COLLEGE STATION POLICE DEPARTMENT SUMMARY EXPENDITURE BY DEPARTMENT REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 POLICE ADMINISTRATION 713,791$ 798,416$ 808,619$ 699,013$ 709,468$ (11.14%) UNIFORM PATROL 4,097,327 4,329,616 4,174,442 3,966,689 4,074,642 (5.89%) CRIMINAL INVESTIGATION 866,982 907,785 958,340 996,255 1,109,482 22.22% PROFESSIONAL STANDARDS 256,798 330,253 340,804 339,224 343,402 3.98% QUARTERMASTER DIVISION 756,138 727,779 696,279 743,253 743,757 2.20% COMMUNICATION/JAIL 1,156,871 1,196,259 1,144,810 1,172,485 1,189,279 (0.58%) SPECIAL SERVICES 718,110 764,166 713,084 702,773 711,520 (6.89%) INFORMATION SERVICES 277,068 289,930 301,350 345,179 350,203 20.79% DEPARTMENT TOTAL 8,843,085$ 9,344,204$ 9,137,728$ 8,964,871$ 9,231,753$ -1.20% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 7,373,505$ 7,881,195$ 7,720,101$ 7,607,393$ $7,829,213 (0.66%) SUPPLIES 253,154 327,575 321,009 257,133 274,405 (16.23%) MAINTENANCE 347,755 353,568 332,937 324,460 330,130 (6.63%) PURCHASED SERVICES 786,868 751,466 725,816 775,885 781,505 4.00% CAPITAL OUTLAY 81,803 30,400 37,865 0 16,500 (45.72%) DEPARTMENT TOTAL 8,843,085$ 9,344,204$ 9,137,728$ 8,964,871$ 9,231,753$ (1.20%) PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 POLICE ADMINISTRATION 8.0 9.0 10.0 9.0 9.0 (10.00%) UNIFORM PATROL 67.5 67.5 67.5 66.5 66.5 (1.48%) CRIMINAL INVESTIGATION 15.0 14.0 14.0 15.0 16.0 14.29% PROFESSIONAL STANDARDS 3.0 4.0 3.0 4.0 4.0 33.33% QUARTERMASTER DIVISION 1.0 1.0 1.0 1.0 1.0 0.00% COMMUNICATION/JAIL 28.0 27.0 27.0 27.0 27.0 0.00% SPECIAL SERVICES 9.0 11.0 12.0 11.0 11.0 (8.33%) INFORMATION SERVICES 10.0 9.0 7.0 8.0 8.0 14.29% DEPARTMENT TOTAL 141.5 142.5 141.5 141.5 142.5 0.71% SERVICE LEVEL ADJUSTMENTS UNIFORM PATROL Patrol Bike Replacement and Maintenance 8,605$ STEP Grant 45,060 CRIMINAL INVESTIGATIONS 99,784 POLICE TOTAL 153,449$ CID Sergeant 137 FIRE DEPARTMENT RESEARCH & PLANNING PUBLIC INFORMATION ADMINISTRATIVE ASSISTANT TRAINING COORDINATOR "A" SHIFT "B" SHIFT "C" SHIFT ASSISTANT FIRE CHIEF FIRE PREVENTION CODE ENFORCEMENT PARKING OPERATIONS FIRE MARSHAL FIRE CHIEF CITY MANAGER 138 EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 FIRE ADMINISTRATION 457,199$ 469,717$ 492,423$ 352,703$ 364,294$ (22.44%) FIRE SUPPRESSION 3,313,183 4,176,677 4,110,508 3,868,572 4,161,232 (0.37%) FIRE PREVENTION 670,037 692,952 697,868 684,866 700,206 1.05% EMER. MEDICAL SERV. 1,919,921 1,992,432 1,970,050 1,977,737 2,010,667 0.92% DEPARTMENT TOTAL 6,360,340$ 7,331,778$ 7,270,849$ 6,883,878$ 7,236,399$ (1.30%) EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 5,351,027$ 5,817,762$ 5,776,605$ 5,859,252$ 6,119,951$ 5.19% SUPPLIES 271,565 509,518 497,004 326,143 378,773 (25.66%) MAINTENANCE 217,907 267,532 259,198 230,674 231,774 (13.37%) PURCHASED SERVICES 453,675 508,066 494,902 467,809 499,901 (1.61%) CAPITAL OUTLAY 66,166 228,900 243,140 0 6,000 (97.38%) DEPARTMENT TOTAL 6,360,340$ 7,331,778$ 7,270,849$ 6,883,878$ 7,236,399$ (1.30%) PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 FIRE ADMINISTRATION 4.0 5.0 5.0 4.0 4.0 (20.00%) FIRE SUPPRESSION 50.0 54.0 56.0 56.0 59.0 5.36% FIRE PREVENTION 10.0 10.0 11.0 11.0 11.0 0.00% EMER. MEDICAL SERV. 32.0 31.0 31.0 31.0 31.0 0.00% DEPARTMENT TOTAL 96.0 100.0 103.0 102.0 105.0 1.94% SERVICE LEVEL ADJUSTMENTS ADMINISTRATION 7,500$ PREVENTION Digital cameras and printer 2,500 SUPPRESSION 200,530 19,852 Commercial washer extractor 6,300 ALL DIVISIONS Maintenance SLA 29,000 FIRE TOTAL 265,682$ Textbook training media CITY OF COLLEGE STATION FIRE DEPARTMENT SUMMARY Phase III of Fire Station 5 Employee recognition program 139 PUBLIC WORKS GREENWAYS FACILITIES TRAFFIC SYSTEMS STREET & DRAINAGE ADMINISTRATION TRAFFIC ENGINEER ASST. DIRECTOR SANITATION FLEET ASST. DIR. PUB. WKS. BVSWMA DIRECTOR CITY ENGINEER DIRECTOR CITY MANAGER SUPERINTENDENT SUPERINTENDENT MAINTENANCE PUBLIC WORKS MANAGER 140 CITY OF COLLEGE STATION PUBLIC WORKS DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 PUBLIC WORKS ADMINISTRATION 509,950$ 514,873$ 529,476$ 538,156$ 565,738$ 9.88% FACILITIES MAINTENANCE 961,010 1,130,629 1,113,781 1,132,584 1,138,266 0.68% STREETS MAINTENANCE 2,295,119 2,128,753 2,148,605 2,167,267 2,270,462 6.66% DRAINAGE MAINTENANCE 367,854 415,799 353,727 376,639 544,013 30.84% TRAFFIC SIGNS AND MARKINGS 142,342 161,559 161,055 213,978 215,777 33.56% ENGINEERING 609,672 771,201 735,683 682,542 690,725 (10.44%) TRAFFIC SIGNALS 460,322 461,124 480,646 465,410 530,160 14.97% DEPARTMENT TOTAL 5,346,269$ 5,583,938$ 5,522,973$ 5,576,576$ 5,955,141$ 6.65% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 2,555,677$ 2,817,888$ 2,793,537$ 2,866,607$ 3,000,735 6.49% SUPPLIES 177,691 181,268 198,268 182,224 194,324 7.20% MAINTENANCE 1,692,464 1,693,658 1,674,892 1,661,262 1,761,462 4.00% PURCHASED SERVICES 915,818 833,191 799,043 866,483 892,833 7.16% CAPITAL OUTLAY 4,619 57,933 57,233 0 105,787 82.60% DEPARTMENT TOTAL 5,346,269$ 5,583,938$ 5,522,973$ 5,576,576$ 5,955,141$ 6.65% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 PUBLIC WORKS ADMINISTRATION 6.0 7.0 7.0 7.0 7.0 0.00% FACILITIES MAINTENANCE 6.0 6.0 7.0 7.0 7.0 0.00% STREETS MAINTENANCE 19.0 23.0 22.0 22.0 22.0 0.00% DRAINAGE MAINTENANCE 5.0 5.0 6.0 6.0 9.0 50.00% TRAFFIC SIGNS AND MARKINGS 2.0 2.0 2.0 3.0 3.0 50.00% ENGINEERING 11.0 11.0 11.0 10.0 10.0 (9.09%) TRAFFIC SIGNALS 5.0 5.0 5.0 5.0 5.0 0.00% DEPARTMENT TOTAL 54.0 59.0 60.0 60.0 63.0 5.00% SERVICE LEVEL ADJUSTMENTS ADMINISTRATION "Safe Routes to School" consultant 20,000$ STREETS MAINTENANCE 91,000 TRAFFIC SIGNALS UPS @ six intersections 60,000 PUBLIC WORKS GENERAL FUND 171,000$ DRAINAGE MAINTENANCE FTE Operator, 2 FTE Public Service Workers 152,309$ Mosquito Abatement 11,500 PUBLIC WORKS DRAINAGE FUND 163,809$ PUBLIC WORKS TOTAL 334,809$ Annexed streets maintenance 141 PARKS AND RECREATION ADMINISTRATION ASSISTANT DIRECTOR DIRECTOR CITY MANAGER SENIOR SERVICES ATHLETICS PROGRAMS & SPECIAL EVENTS CONCESSIONS H/M PROGRAMS RECREATION CONFERENCE CENTER AQUATICS LINCOLN CENTER SPECIAL FACILITIES WEST DISTRICT EAST DISTRICT SOUTH DISTRICT PARKS OPERATIONS FORESTRY FORESTRY CEMETARY INSTRUCTION YOUTH RECREATION WOLF PEN CREEK 142 CITY OF COLLEGE STATION PARKS & RECREATION DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 ADMINISTRATION 656,051$ 594,849$ 604,169$ 607,323$ 695,932$ 16.99% RECREATION 945,403 1,041,653 1,045,336 1,041,337 1,092,732 4.90% SPECIAL FACILITIES 1,750,878 1,880,615 1,895,498 1,648,663 1,658,477 -11.81% PARKS OPERATIONS 1,757,165 1,865,455 1,862,403 1,890,777 1,914,786 2.64% FORESTRY 835,686 969,042 921,023 982,406 1,045,595 7.90% DEPARTMENT TOTAL 5,945,183$ 6,351,614$ 6,328,429$ 6,170,506$ 6,407,522$ 0.88% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 3,690,932$ 3,897,878$ 3,948,640$ 3,976,795$ 4,029,961 3.39% SUPPLIES 385,810 499,939 477,441 504,012 519,362 3.89% MAINTENANCE 423,272 574,433 552,671 353,780 360,280 -37.28% PURCHASED SERVICES 1,248,956 1,303,346 1,277,788 1,335,919 1,417,419 8.75% CAPITAL OUTLAY 196,213 76,018 71,889 0 80,500 5.90% DEPARTMENT TOTAL 5,945,183$ 6,351,614$ 6,328,429$ 6,170,506$ 6,407,522$ 0.88% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 ADMINISTRATION 10.0 9.5 9.5 9.5 9.5 0.00% RECREATION 16.0 13.0 13.0 13.0 13.0 0.00% SPECIAL FACILITIES 41.5 45.0 44.5 44.5 44.5 0.00% PARKS OPERATIONS 31.0 35.0 35.0 35.0 35.0 0.00% FORESTRY 12.5 14.5 14.5 14.5 14.5 0.00% DEPARTMENT TOTAL 111.0 117.0 116.5 116.5 116.5 0.00% SERVICE LEVEL ADJUSTMENTS ADMINISTRATION Large Format Copier 9,500$ Wolf Pen Creek Signage 70,500 RECREATION Officiating Fees 19,950 65th Anniversary Celebration 25,130 OPERATIONS, FORESTRY Lick Creek Phase I (Outsource maintenance of 55,100 City Hall and Police facilities) FORESTRY Vehicle Upgrade 6,800 PARKS AND RECREATION TOTAL 186,980$ 143 COLLEGE STATION LIBRARY LIBRARY STAFF COMMUNICATIONS & INFO. SERVICES MANAGER OTIS DIRECTOR CITY MANAGER 144 CITY OF COLLEGE STATION LIBRARY DIVISION SUMMARY EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 LIBRARY 734,082$ 754,955$ 711,153$ 756,518$ 756,518$ 0.21% DIVISION TOTAL 734,082$ 754,955$ 711,153$ 756,518$ 756,518$ 0.21% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 0$ 0$ 0$ 0$ 0$ 0.00% SUPPLIES 318 350 1,567 350 350 0.00% MAINTENANCE 5,605 5,882 5,882 6,900 6,900 17.31% PURCHASED SERVICES 664,894 708,723 663,704 709,268 709,268 0.08% CAPITAL OUTLAY 63,265 40,000 40,000 40,000 40,000 0.00% DIVISION TOTAL 734,082$ 754,955$ 711,153$ 756,518$ 756,518$ 0.21% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 LIBRARY 0.0 0.0 0.0 0.0 0.0 0.00% DIVISION TOTAL 0.0 0.0 0.0 0.0 0.0 0.00% 145 DEVELOPMENT SERVICES ADMINISTRATION ENGINEERING DEVELOPMENT PLANNING INSPECTION BUILDING INSPECTION DEVELOPMENT COORDINATION DIRECTOR CITY MANAGER 146 CITY OF COLLEGE STATION DEVELOPMENT SERVICES DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 ADMINISTRATION 740,536$ 753,780$ 734,833$ 808,333$ 818,927$ 8.64% ENGINEERING 147,974 215,875 233,041 235,841 239,479 10.93% PLANNING 436,566 465,892 463,804 453,076 536,790 15.22% BUILDING 406,829 402,870 415,268 402,808 454,690 12.86% NEIGHBORHOOD SERVICES 137,579 95,212 95,655 96,630 97,505 2.41% HISTORIC PRESERVATION 121 17,370 16,832 17,370 17,370 0.00% DEPARTMENT TOTAL 1,869,605$ 1,950,999$ 1,959,433$ 2,014,058$ 2,164,761$ 10.96% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,520,075$ 1,647,809$ 1,682,122$ 1,724,668$ 1,798,100$ 9.12% SUPPLIES 88,068 48,380 41,560 60,391 75,962 57.01% MAINTENANCE 45,674 40,089 40,636 43,522 43,522 8.56% PURCHASED SERVICES 215,788 214,721 195,115 185,477 247,177 15.12% CAPITAL OUTLAY 0 0 0 0 0 0.00% DEPARTMENT TOTAL 1,869,605$ 1,950,999$ 1,959,433$ 2,014,058$ 2,164,761$ 10.96% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 ADMINISTRATION 12.0 12.0 12.0 13.0 13.0 8.33% ENGINEERING 3.0 3.0 3.0 3.0 3.0 0.00% PLANNING 10.5 6.5 6.5 5.5 5.5 (15.38%) BUILDING 7.0 7.0 7.0 7.0 8.0 14.29% NEIGHBORHOOD SERVICES 0.0 3.0 2.0 2.0 2.0 0.00% HISTORIC PRESERVATION 0.0 0.0 0.0 0.0 0.0 0.00% DEPARTMENT TOTAL 32.5 31.5 30.5 30.5 31.5 3.28% SERVICE LEVEL ADJUSTMENTS BUILDING INSPECTION Hiring of a Plans Examiner 46,504$ PLANNING Annexation-Cost Study 60,000 TRANSCAD Software and Part-Time intern 17,511 DEVELOPMENT SERVICES TOTAL 124,015$ 147 OFFICE OF TECHNOLOGY AND INFORMATION SERVICES ACTION CENTER MANAGEMENT INFORMATION SERVICES PC/NETWORK COMMUNICATIONS MANAGEMENT INFORMATION SERVICES APPLICATIONS GEOGRAPHIC INFORMATION SERVICES E-GOVERNMENT INFORMATION/ TECHNOLOGY FRANCHISE LIBRARY CONTRACT MANAGEMENT PRINT/MAIL CUSTOMER SERVICE METER SERVICES UTILITY CUSTOMER SERVICE DIRECTOR CITY MANAGER 148 CITY OF COLLEGE STATION OFFICE OF TECHNOLOGY AND INFORMATION SERVICES DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 OTIS ADMINISTRATION 429,544$ 600,543$ 600,495$ 378,600$ 540,779$ (9.95%) E-GOVERNMENT 0 66,960 66,719 82,578 136,511 103.87% GEOGRAPHIC INFO SERVICES 211,778 199,025 182,000 187,009 188,628 (5.22%) MGMT INFO. SERVICES 1,654,473 1,753,311 1,728,988 1,723,552 1,854,427 5.77% DEPARTMENT TOTAL 2,295,795$ 2,619,839$ 2,578,202$ 2,371,739$ 2,720,345$ 3.84% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,340,804$ 1,320,936$ 1,288,774$ 1,325,670$ 1,346,477$ 1.93% SUPPLIES 258,256 248,673 293,617 172,658 347,457 39.72% MAINTENANCE 405,551 464,340 438,851 483,432 486,432 4.76% PURCHASED SERVICES 228,588 424,890 440,117 226,979 326,979 (23.04%) CAPITAL OUTLAY 62,596 161,000 116,843 163,000 213,000 32.30% DEPARTMENT TOTAL 2,295,795$ 2,619,839$ 2,578,202$ 2,371,739$ 2,720,345$ 3.84% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 OTIS ADMINISTRATION 6.0 6.0 5.0 5.0 5.0 0.00% E-GOVERNMENT 0.0 0.0 1.0 1.0 1.0 0.00% GEOGRAPHIC INFO SERVICES 2.5 2.5 2.5 2.5 2.5 0.00% MGMT INFO SERVICES 15.0 15.0 14.0 14.0 14.0 0.00% DEPARTMENT TOTAL 23.5 23.5 22.5 22.5 22.5 0.00% SERVICE LEVEL ADJUSTMENTS OTIS ADMINISTRATION BTU Franchise 100,000$ Uninterrruptable Power Supply 57,191 E-GOVERNMENT Citizen Contact Tracking Software 53,000 MANAGEMENT INFO SYS 53,853 60,000 Software Maintenance 3,755 OTIS GENERAL FUND 327,799$ Public Safety System Upgrade Upgrade to Microsoft Office XP Pro 149 FISCAL SERVICES PURCHASING RISK MANAGEMENT CITY MANAGER DIRECTOR ADMINISTRATION ASSISTANT DIRECTOR ACCOUNTING MUNICIPAL COURT 150 CITY OF COLLEGE STATION FISCAL SERVICES DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 FISCAL ADMINISTRATION 322,217$ 347,847$ 346,795$ 358,765$ 377,752$ 8.60% RISK MANAGEMENT 157,310 248,191 222,989 253,290 256,544 3.37% ACCOUNTING 674,821 741,062 740,464 741,121 769,478 3.83% PURCHASING 257,639 284,961 294,961 279,600 283,554 (0.49%) MUNICIPAL COURT 680,066 756,999 728,766 734,799 918,613 21.35% DEPARTMENT TOTAL 2,092,053$ 2,379,060$ 2,333,975$ 2,367,575$ 2,605,941$ 9.54% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,580,301$ 1,737,569$ 1,693,500$ 1,729,171$ 1,856,721$ 6.86% SUPPLIES 41,812 63,361 56,559 61,575 64,375 1.60% MAINTENANCE 23,865 22,699 22,074 33,020 33,020 45.47% PURCHASED SERVICES 446,075 555,431 551,842 543,809 651,825 17.35% CAPITAL OUTLAY 0 0 10,000 0 0 0.00% DEPARTMENT TOTAL 2,092,053$ 2,379,060$ 2,333,975$ 2,367,575$ 2,605,941$ 9.54% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 FISCAL ADMINISTRATION 3.0 3.0 3.0 3.5 3.5 16.67% RISK MANAGEMENT 2.5 2.5 3.0 3.0 3.0 0.00% ACCOUNTING 10.5 11.5 11.0 11.0 11.0 0.00% PURCHASING 4.5 4.5 4.5 4.0 4.0 -11.11% MUNICIPAL COURT 13.5 13.5 14.0 14.0 16.0 14.29% DEPARTMENT TOTAL 34.0 35.0 35.5 35.5 37.5 5.63% SERVICE LEVEL ADJUSTMENTS: ADMINISTRATION BCAD Payment 16,000$ MUNICIPAL COURT Collection Fees Contract 51,416 Overtime to Serve Warrants 35,500 One-Full Time Municipal Court Customer Service Reps 31,568 Credit Card Fees 22,800 Payment Plan Coordinator 34,152 ACCOUNTING Inventory and valuation of non-utility infrastructure 20,000 FISCAL SERVICE TOTAL 211,436$ 151 GENERAL GOVERNMENT CITY SECRETARY LEGAL EMERGENCY MANAGEMENT ASSISTANT CITY MANAGER HUMAN RESOURCES ECONOMIC DEVELOPMENT/ COMMUNITY DEVELOPMENT OFFICE of BUDGET & STRATEGIC PLANNING PUBLIC COMMUNICATIONS and MARKETING CITY MANAGER CITY COUNCIL 152 CITY OF COLLEGE STATION GENERAL GOVERNMENT DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 CITY SEC./MAYOR COUNCIL 296,573$ 316,758$ 304,175$ 307,885$ 358,509$ 13.18% CITY MANAGER 549,190 531,373 545,395 535,641 543,485 2.28% COMMUNITY PROGRAMS 110,469 124,101 119,098 110,997 119,476 -3.73% LEGAL 630,652 651,948 662,468 661,735 671,325 2.97% PUBLIC COMM./ MARKETING 203,422 255,242 250,548 253,054 558,559 118.84% HUMAN RESOURCES 406,285 423,752 429,317 418,855 427,198 0.81% EMERGENCY MANAGEMENT 0 0 0 91,958 95,915 N/A BUDGET & STRATEGIC PLANNING 281,181 303,236 287,208 303,599 307,377 1.37% COMMUNITY DEVELOPMENT 571,760 603,240 545,518 586,819 598,294 -0.82% ECONOMIC DEVELOPMENT 209,467 321,865 324,726 227,307 245,251 -23.80% DEPARTMENT TOTAL 3,258,999$ 3,531,515$ 3,468,453$ 3,497,850$ 3,925,389$ 11.15% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 2,607,278$ 2,680,174$ 2,653,258$ 2,768,718$ 2,872,202$ 7.16% SUPPLIES 128,544 137,728 149,114 131,611 136,134 (1.16%) MAINTENANCE 43,537 45,042 44,202 66,526 83,526 85.44% PURCHASED SERVICES 479,640 664,771 618,079 530,995 627,725 (5.57%) CAPITAL OUTLAY 0 3,800 3,800 0 205,802 5315.84% DEPARTMENT TOTAL 3,258,999$ 3,531,515$ 3,468,453$ 3,497,850$ 3,925,389$ 11.15% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 CITY SEC./MAYOR COUNCIL 4.0 4.0 4.0 4.0 4.0 0.00% CITY MANAGER 6.5 6.0 5.0 5.0 5.0 0.00% COMMUNITY PROGRAMS 0.0 1.5 1.5 1.5 1.5 0.00% LEGAL 7.75 7.75 7.75 7.75 7.75 0.00% PUBLIC COMMUNICATIONS 2.0 2.0 2.0 2.0 3.0 50.00% HUMAN RESOURCES 6.0 5.5 5.75 5.75 6.00 4.35% EMERGENCY MANAGEMENT 0.0 0.0 0.0 1.0 1.0 N/A BUDGET & STRATEGIC PLANNING 4.5 4.5 4.5 4.5 4.5 0.00% COMMUNITY DEVELOPMENT 9.5 8.5 8.5 8.5 8.5 0.00% ECONOMIC DEVELOPMENT 2.5 2.5 2.0 2.0 2.0 0.00% DEPARTMENT TOTAL 42.75 42.25 41.00 42.00 43.25 5.49% SERVICE LEVEL ADJUSTMENTS: ECONOMIC DEVELOPMENT Signage to Northgate 15,000$ CITY SECRETARY Bond/Charter Election Cost 47,710 COMMUNITY DEVELOPMENT Part-time Intern 3,773 PUBLIC COMMUNICATIONS/MARKETING Media Specialist and television production equipment 198,442 Update CS History Video 5,000 Low Band Radio Broadcasting 95,000 HUMAN RESOURCES Add. Salary & Benefits for upgrade to full-time secretary 2,802 COMMUNITY PROGRAMS Decision Making for first-time offenders 7,020 EMERGENCY MANAGEMENT Alert System 3,000 GENERAL GOVERNMENT TOTAL 377,747$ 153 DEBT SERVICE FUND The City's basic debt management policies are explained in the Financial Policy Statements, included in the appendix to this document. The City continues to review its debt management policies and to address the particular concerns and needs of the citizens. The City strives to issue debt only to meet capital needs. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. State law in Texas sets the maximum ad valorem tax rate for a home rule city, such as College Station, at $2.50 per $100 dollars valuation, including all obligations of the city. The City of College Station’s approved ad valorem tax rate is 46.53 cents/$100 valuation. Current policy is to maintain at least 8.33% of annual appropriated expenditures and any associated fees as the Debt Service Fund balance at fiscal year end. The fund is in compliance with that policy. The most recent debt issues of the City of College Station have earned ratings* from Moody's and Standard & Poor's as follows: Bond Type Standard & Poor's Moody's General Obligation AA- Aa3 Utility Revenue A+ A1 Certif. of Oblig. AA- Aa3 Revenues in the Debt Service Fund are anticipated to increase in FY 04 by 11% from the FY 03 revised budget, reflecting the increased taxable base in College Station. This also reflects the increase in transfers to pay for the debt service on the parking garage. The debt service portion of the ad valorem tax rate is approved to be 27.32 cents per $100 valuation for FY 04. The debt service portion of the tax rate is lower in FY 04 by 0.99 cents per $100 valuation. In the fall of 1998, the citizens of College Station approved $24.24 million in future bond authorization for streets, traffic, fire stations, land acquisition, parks and drainage improvements. Current analysis of the debt requirements in the future shows that the City will have enough debt capacity to issue all of the authorized bonds without a tax increase. In FY 04, $855,000 will be issued. Those funds will be used as follows: x $855,000 for Greenways projects. A new bond authorization is planned for November 2003. If sucessful, this will provide additional general obligation bond authority for future capital projects. It is also anticipated that the City will issue $3,150,000 of Certificates of Obligations. These Certificates are expected to be issued as follows: x $3,150,000 for Business Park Development Following the presentation of the 2003-2004 budget, the proposed conference center project was halted and will not be constructed at the proposed site with the proposed partner. The City Council is currently considering options. No certificates of obligation are projected to be issued for this project in FY 04. Each year an analysis is done to determine what resources are needed and if refunding and call options are available and in the best interest of the City. It is not anticipated that any bonds will be called in FY 04. The following section contains a schedule of requirements and a summary of requirements for all General Obligation Bonds and Certificates of Obligation. The detailed information for each individual GOB and CO is found in Appendix J. The schedule of requirements and the individual detailed information for all Utility Revenue Bonds are also found in Appendix J. * The ratings are standard ratings of Moody’s and S&P. The highest rating available on S&P is AAA and the lowest “investment grade” debt issue is BBB. In contrast, Moody’s highest rating is Aaa and the lowest “investment grading" is Bbb. 154 CITY OF COLLEGE STATION DEBT SERVICE FUND FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING BALANCE 3,563,589$ 2,350,689$ 2,350,689$ 1,636,229$ 1,636,229$ REVENUES ADVALOREM TAXES, ETC.7,160,962$ 7,689,713$ 7,689,800$ 8,220,773$ 8,220,773 7% INVESTMENT EARNINGS 297,219 100,000 100,000 55,000 55,000 -45% OTHER 1,013 0 0 0 0 N/A TRANSFERS 753,672 958,500 958,500 912,609 1,423,624 49% TOTAL REVENUES 8,212,866$ 8,748,213$ 8,748,300$ 9,188,382$ 9,699,397$ 11% TOTAL FUNDS AVAILABLE 11,776,455$ 11,098,902$ 11,098,989$ 10,824,611$ 11,335,626$ 0% EXPENDITURES AND TRANSFERS GENERAL OBLIGATION BONDS 6,253,380$ 5,336,193$ 5,336,193$ 4,943,837$ 4,943,837$ -7% CERTIFICATES OF OBLIGATION 3,122,010 4,113,567 4,113,567 4,310,849 4,310,849 5% AGENTS FEES, OTHER COSTS 8,753 6,000 13,000 13,000 13,000 117% OTHER 0 8,998 0 0 0 -100% TOTAL OPERATING EXPENSES AND TRANSFERS 9,384,143$ 9,464,758$ 9,462,760$ 9,267,686$ 9,267,686$ -2% INCREASE (DECREASE) FUND BALANCE (1,171,277)$ (716,545)$ (714,460)$ (79,304)$ 431,711$ GAAP ADJUSTMENT (41,623)$ ENDING FUND BALANCE 2,350,689$ 1,634,144$ 1,636,229$ 1,556,925$ 2,067,940$ DEBT SERVICE FUND - SOURCES TRANSFERS 14.7% INVEST EARNINGS 0.6% ADVALOREM TAXES, ETC. 84.8% DEBT SERVICE FUND - USES CERTIFICATES OF OBLIGATION 47% GENERAL OBLIGATION BONDS 53% 155 DEBT SERVICE SUMMARY OF REQUIREMENTS GENERAL OBLIGATION BONDS ALL SERIES FY 2003-2004 Issue Principal Interest Total G.O.B. Series 1991 0 42,500 42,500 G.O.B. Series 1994 300,000 159,500 459,500 G.O.B. Series 1995 300,000 163,425 463,425 G.O.B. Series 1996 1,100,000 248,278 1,348,278 G.O.B. Series 1998 265,000 257,769 522,769 G.O.B. Series 1999 275,000 234,950 509,950 G.O.B. Series 2000 310,000 367,830 677,830 G.O.B. Series 2001 130,000 117,470 247,470 G.O.B. Series 2002 195,000 280,355 475,355 G.O.B. Series 2003 0 203,824 203,824 TOTAL 2,875,000$ 2,075,900$ 4,950,900$ 156 DEBT SERVICE SCHEDULE OF REQUIREMENTS GENERAL OBLIGATION BONDS ALL SERIES FISCAL YEAR PRINCIPAL INTEREST TOTAL DUE EACH YEAR OUTSTANDING AS OF OCTOBER 1 FY 04 2,875,000 2,075,900 4,950,900 43,170,000 FY 05 2,640,000 1,906,698 4,546,698 40,295,000 FY 06 2,480,000 1,774,298 4,254,298 37,655,000 FY 07 2,590,000 1,650,170 4,240,170 35,175,000 FY 08 2,680,000 1,522,355 4,202,355 32,585,000 FY 09 2,805,000 1,388,460 4,193,460 29,905,000 FY 10 2,950,000 1,248,254 4,198,254 27,100,000 FY 11 3,060,000 1,101,391 4,161,391 24,150,000 FY 12 3,170,000 948,465 4,118,465 21,090,000 FY 13 3,035,000 796,134 3,831,134 17,920,000 FY 14 2,815,000 652,158 3,467,158 14,885,000 FY 15 2,675,000 516,415 3,191,415 12,070,000 FY 16 2,440,000 390,282 2,830,282 9,395,000 FY 17 2,575,000 260,472 2,835,472 6,955,000 FY 18 1,360,000 169,488 1,529,488 4,380,000 FY 19 735,000 118,919 853,919 3,020,000 FY 20 770,000 84,556 854,556 2,285,000 FY 21 810,000 47,981 857,981 1,515,000 FY 22 345,000 21,966 366,966 705,000 FY 23 360,000 7,425 367,425 360,000 G.O.B. PRINCIPAL & INTEREST 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 FY 04FY 06FY 08FY 10FY 12FY 14FY 16FY 18FY 20FY 22PRINCIPAL INTEREST 157 DEBT SERVICE SUMMARY OF REQUIREMENTS CERTIFICATES OF OBLIGATION ALL SERIES FY 2003-2004 ISSUE - PRINCIPAL GENERAL DEBT ASSOCIATED WPC TIF ASSOCIATED EQUIP REPL ASSOCIATED CONF. CENTER ASSOCIATED TOTAL C.O. Series 1998 235,000 0 0 0 235,000 C.O. Series 2000 340,000 0 0 0 340,000 C.O. Series 2000 A 560,000 0 0 0 560,000 C.O. Series 2001 455,000 0 0 0 455,000 C.O. Series 2002 464,070 400,000 160,930 0 1,025,000 C.O. Series 2003 0 0 190,000 0 190,000 C.O. Series 2003A 0 0 0 0 0 TOTAL PRINCIPAL 2,054,070$ 400,000$ 350,930$ 0$ 2,805,000$ ISSUE - INTEREST C.O. Series 1998 200,305 0 0 29,750 230,055 C.O. Series 2000 155,876 0 0 0 155,876 C.O. Series 2000 A 351,055 0 0 0 351,055 C.O. Series 2001 108,824 0 0 0 108,824 C.O. Series 2002 495,675 79,103 28,072 0 602,850 C.O. Series 2003 0 0 25,225 0 25,225 C.O. Series 2003A 32,435 0 0 0 32,435 TOTAL INTEREST 1,344,170$ 79,103$ 53,297$ 29,750$ 1,506,320$ TOTAL PAYMENT 3,398,240$ 479,103$ 404,227$ 29,750$ 4,311,320$ 158 DEBT SERVICE SCHEDULE OF REQUIREMENTS CERTIFICATES OF OBLIGATION ALL SERIES FISCAL YEAR PRINCIPAL INTEREST TOTAL DUE ANNUALLY PRINCIPAL OUTSTANDING AS OF OCTOBER 1 FY 04 2,805,000 1,506,321 4,311,321 32,525,000 FY 05 3,185,000 2,009,691 5,194,691 44,270,000 FY 06 2,665,000 1,875,656 4,540,656 41,085,000 FY 07 2,630,000 1,759,285 4,389,285 38,420,000 FY 08 2,485,000 1,648,031 4,133,031 35,790,000 FY 09 1,980,000 1,548,605 3,528,605 33,305,000 FY 10 2,095,000 1,455,516 3,550,516 31,325,000 FY 11 2,200,000 1,356,568 3,556,568 29,230,000 FY 12 2,365,000 1,250,090 3,615,090 27,030,000 FY 13 2,585,000 1,133,266 3,718,266 24,665,000 FY 14 2,690,000 1,007,253 3,697,253 22,080,000 FY 15 2,875,000 872,216 3,747,216 19,390,000 FY 16 3,075,000 726,531 3,801,531 16,515,000 FY 17 3,260,000 570,964 3,830,964 13,440,000 FY 18 3,435,000 407,609 3,842,609 10,180,000 FY 19 2,785,000 256,869 3,041,869 6,745,000 FY 20 2,930,000 117,547 3,047,547 3,960,000 FY 21 390,000 37,134 427,134 1,030,000 FY 22 315,000 21,450 336,450 640,000 FY 23 325,000 7,223 332,223 325,000 C.O. PRINCIPAL & INTEREST 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 FY 04FY 06FY 08FY 10FY 12FY 14FY 16FY 18FY 20FY 22PRINCIPAL INTEREST 159 CITY OF COLLEGE STATION PARKS XTRA EDUCATION FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING FUND BALANCE 62,734$ 71,333$ 71,333$ 53,753$ 53,753$ REVENUES XTRA EDUCATION REVENUES 90,444$ 82,400$ 88,000$ 92,000$ 92,000$ 11.65% INVESTMENT EARNINGS 2,986 5,200 1,800 920 920 (82.31%) OTHER 0 0 0 0 0 0.00% TOTAL REVENUES 93,430$ 87,600$ 89,800$ 92,920$ 92,920$ 6.07% TOTAL FUNDS AVAILABLE 156,164 158,933$ 161,133$ 146,673$ 146,673$ (7.71%) EXPENDITURES XTRA EDUCATION PROGRAMS 57,454$ 92,080$ 76,790$ 92,020$ 92,020$ (0.07%) CONTINGENCY 0 0 0 0 0 N/A TRANSFERS 26,735 30,590 30,590 31,062 31,062 1.54% TOTAL EXPENDITURES 84,189$ 122,670$ 107,380$ 123,082$ 123,082$ 0.34% INCREASE (DECREASE) IN FUND BALANCE 9,241$ (35,070)$ (17,580)$ (30,162)$ (30,162)$ GAAP ADJUSTMENT (642)$ ENDING FUND BALANCE 71,333$ 36,263$ 53,753$ 23,591$ 23,591$ PARKS XTRA EDUCATION FUND - SOURCES XTRA EDUCATION REVENUES 99% INVESTMENT EARNINGS 1% PARKS XTRA EDUCATION FUND - USES XTRA EDUCATION PROGRAMS 75% TRANSFERS 25% Established in FY 96, Parks Xtra Education is a joint effort of the City of College Station and the College Station Independent School District (CSISD) to provide community-based education programs. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Registration fees provide the primary funding for the Parks Xtra Education Fund. Revenues are projected to be $92,920 in FY 04. Program funding for FY 04 is $123,082. These funds include $92,020 to cover the cost of instructors, supplies, equipment, and various other program-related expenses. The remaining $31,062 is allocated for the payment of half the salary and benefits associated with the position responsible for administering the program. 160 CITY OF COLLEGE STATION PARKS XTRA EDUCATION DEPARTMENT SUMMARY EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 PARKS XTRA EDUCATION 57,454$ 92,080$ 92,080$ 92,020$ 92,020$ (0.07%) DIVISION TOTAL 57,454$ 92,080$ 92,080$ 92,020$ 92,020$ (0.07%) EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 0$ 8,000$ 8,000$ 0$ 0$ 0.00% SUPPLIES 6,689 13,480 13,480 13,480 13,480 0.00% MAINTENANCE 0 0 0 0 0 0.00% PURCHASED SERVICES 50,765 70,600 70,600 78,540 78,540 11.25% CAPITAL OUTLAY 0 0 0 0 0 0.00% DIVISION TOTAL 57,454$ 92,080$ 92,080$ 92,020$ 92,020$ (0.07%) PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 PARKS XTRA EDUCATION 0.0 0.0 0.0 0.0 0.0 0.00% DIVISION TOTAL 0.0 0.0 0.0 0.0 0.0 0.00% 161 This is the sixth year to include the Economic Development Fund in the budget document. The fund is utilized to account for funds that are to be used for business attraction and retention. This fund is prepared on the modified accrual basis of accounting. Using this method, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Revenues for the Economic Development Fund will be collected from the Electric, Water, Wastewater, and Sanitation Funds. The contributions from these funds will total $360,000. Investment earnings of approximately $5,280 are also anticipated in FY 04. The Economic Development Funds’ expenditures are comprised of “Cash Assistance” payments to various business prospects. This assistance is aimed at providing prospective businesses with start-up resources and provides existing businesses the opportunity to expand their operations. $610,000 will be available for cash assistance in FY 04. Cash assistance in FY 04 will be allocated as follows: Economic Development Cash Assistance Organization FY 03 FY 04 RVP Marketing $50,000 $50,000 Home Depot 437,321 UCS 120,000 60,000 Lynntech 50,000 Northgate Arts Festival 10,000 Lane Hospitality 200,000 Other 500,000 Total $867,321 $610,000 As can be seen from the table above, there is $500,000 estimated to be available for other economic development prospects and activities. If uncommitted at year-end, these funds will contribute to the fund balance carried over from year to year. This flexibility gives the City an opportunity to work with various new and current businesses to ensure that College Station has a diverse and vibrant economy. ECONOMIC DEVELOPMENT FUND 162 CITY OF COLLEGE STATION ECONOMIC DEVELOPMENT FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING BALANCE 713,123$ 920,190$ 920,190$ 410,919$ 410,919$ REVENUES OPERATING TRANSFERS ELECTRIC FUND 214,900$ 215,000$ 315,000$ 215,000$ 315,000 47% WATER FUND 62,500 12,500 12,500 12,500 12,500 0% SEWER FUND 10,000 10,000 20,000 10,000 20,000 100% SW COLLECTION FUND 12,500 12,500 12,500 12,500 12,500 0% INVESTMENT EARNINGS 36,444 16,920 18,350 5,280 5,280 -69% OTHER 0 0 0 0 0 N/A TOTAL REVENUES 336,344$ 266,920$ 378,350$ 255,280$ 365,280$ 37% TOTAL FUNDS AVAILABLE 1,049,467$ 1,187,110$ 1,298,540$ 666,199$ 776,199$ -35% EXPENDITURES AND TRANSFERS CASH ASSISTANCE 122,074$ 962,209$ 867,321$ 500,000$ 610,000$ -37% OTHER 0 0 20,300 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 122,074$ 962,209$ 887,621$ 500,000$ 610,000$ -37% INCREASE (DECREASE) FUND BALANCE 214,270$ (695,289)$ (509,271)$ (244,720)$ (244,720)$ -65% GAAP ADJUSTMENT (7,203) ENDING FUND BALANCE 920,190$ 224,901$ 410,919$ 166,199$ 166,199$ ECONOMIC DEVELOPMENT FUND - SOURCES SEWER FUND 6% SW COLLECTION FUND 3% INVESTMEN T EARNINGS 1% ELECTRIC FUND 87% WATER FUND 3% ECONOMIC DEVELOPMENT FUND - USES CASH ASSISTANCE 100% 163 COURT SECURITY FEE FUND In 1999, the State Legislature authorized a Court Security Fee for Municipal Court fines. This fee is paid by those who pay tickets at the College Station Municipal Court. This fee can be used to fund security projects to the Municipal Court. This fund is prepared using the modified accrual basis of accounting. This accounting method realizes revenues are when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Court Security Fee revenues are projected to be $76,480 in FY 04. Expenditures of $168,548 are approved in FY 04. These expenditures include the salary and benefits associated with the bailiff position at the Municipal Court, as well as other security improvements to the court facility. 164 CITY OF COLLEGE STATION COURT SECURITY FEE FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING FUND BALANCE 97,456$ 126,790$ 126,790$ 113,900$ 113,900$ REVENUES COURT SECURITY FEES 57,487$ 61,400$ 73,000$ 74,460$ 74,460$ 21% INVESTMENT INTEREST 5,175 3,600 3,560 2,020 2,020 -44% OTHER 0 0 0 0 0 N/A TOTAL REVENUES 62,662$ 65,000$ 76,560$ 76,480$ 76,480$ 18% EXPENDITURES COURT SECURITY PROJECTS 0$ 75,000$ 20,000$ 120,000$ 120,000$ 60% GEN/ADMIN TRANSFER 32,356 35,000 35,000 48,548 48,548 39% TRANSFERS OUT 0 0 34,450 0 0 N/A TOTAL EXPENDITURES 32,356$ 110,000$ 89,450$ 168,548$ 168,548$ 53% INCREASE (DECREASE) IN FUND BALANCE 30,306$ (45,000)$ (12,890)$ (92,068)$ (92,068)$ GAAP ADJUSTMENT (972)$ ENDING FUND BALANCE 126,790$ 81,790$ 113,900$ 21,832$ 21,832$ COURT SECURITY FEE FUND - SOURCES INVESTMENT INTEREST 3% COURT SECURITY FEES 97% COURT SECURITY FEE FUND - USES COURT SECURITY PROJECTS 71% GEN/ADMIN TRANSFER 29% 165 COURT TECHNOLOGY FEE FUND In 1999, the State Legislature authorized a Court Technology Fee for Municipal Court fines. Those who pay tickets at the College Station Municipal Court contribute to this fee. This fee can be used to fund technology projects at the Municipal Court facility. Projects could include enhancements and improvements to the Municipal Court computer systems and various other improvements that involve technology. This fund is prepared using the modified accrual basis of accounting. This accounting method realizes revenue when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Court Technology Fee revenues are projected to be $103,460 in FY 04. $245,000 in budgeted expenditures is included in the approved FY 04 budget. 166 CITY OF COLLEGE STATION COURT TECHNOLOGY FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING FUND BALANCE 103,253$ 136,926$ 136,926$ 189,756$ 189,756$ REVENUES COURT TECHNOLOGY FEES 76,153$ 78,200$ 98,000$ 99,960$ 99,960$ 28% INVESTMENT INTEREST 5,931 7,500 4,830 3,500 3,500 -53% OTHER 0 0 0 0 0 N/A TOTAL REVENUES 82,084$ 85,700$ 102,830$ 103,460$ 103,460$ 21% EXPENDITURES COURT TECHNOLOGY PROJECTS 37,680$ 100,000$ 50,000$ 245,000$ 245,000$ 145% TOTAL EXPENDITURES 37,680$ 100,000$ 50,000$ 245,000$ 245,000$ 145% INCREASE (DECREASE) IN FUND BALANCE 44,404$ (14,300)$ 52,830$ (141,540)$ (141,540)$ GAAP ADJUSTMENT (10,731)$ ENDING FUND BALANCE 136,926$ 122,626$ 189,756$ 48,216$ 48,216$ COURT TECHNOLOGY FUND - USES COURT TECH. PROJECTS 100% COURT TECHNOLOGY FUND - SOURCES COURT TECHNOLOGY FEES 97% INVESTMENT INTEREST 3% 167 POLICE SEIZURE FUND This fund accounts for items received by the City through the Police Department as a result of criminal investigations. These funds are used for one time equipment and other purchases to assist in police activities. This fund is prepared using the modified accrual basis of accounting. This accounting method recognizes revenues when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Police Seizure Fund revenues are estimated to be $3,110 in FY 04. Total funds available are expected to be $16,798. Expenditures of $2,700 are budgeted for in FY 04. These expenditures are anticipated to be for items to assist in police activities. 168 CITY OF COLLEGE STATION POLICE SEIZURE FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING FUND BALANCE 22,255$ 13,978$ 13,978$ 13,688$ 13,688$ REVENUES POLICE SEIZURE REVENUES 8,359$ 6,000$ 2,000$ 2,700$ 2,700$ (55.00%) INVESTMENT EARNINGS 957 700 410 410 410 (41.43%) OTHER 0 0 0 0 0 N/A TOTAL REVENUES 9,316$ 6,700$ 2,410$ 3,110$ 3,110$ (53.58%) TOTAL FUNDS AVAILABLE 31,571 20,678$ 16,388$ 16,798$ 16,798$ (18.76%) EXPENDITURES POLICE SEIZURE PROGRAMS 17,367$ 3,500$ 2,700$ 2,700$ 2,700$ (22.86%) CONTINGENCY 0 0 0 0 0 N/A TRANSFERS 0 0 0 0 0 N/A TOTAL EXPENDITURES 17,367$ 3,500$ 2,700$ 2,700$ 2,700$ (22.86%) INCREASE (DECREASE) IN FUND BALANCE (8,051)$ 3,200$ (290)$ 410$ 410$ GAAP ADJUSTMENT (226)$ ENDING FUND BALANCE 13,978$ 17,178$ 13,688$ 14,098$ 14,098$ POLICE SEIZURE FUND - SOURCES INVEST. EARNINGS 13% POLICE SEIZURE REVENUES 87% POLICE SEIZURE FUND - USES POLICE SEIZURE PROGRAMS 100% 169 GENERAL GOVERNMENT CAPITAL PROJECTS BUDGET The City of College Station annually develops a five- year Capital Improvements Program. The CIP is then presented for City Council review as part of the annual budget process. The list consolidates all anticipated capital needs for which funding authorization exists. The program is also divided into several sections depending on the services provided and the funding source. The City only has legal authority to issue general obligation debt after a successful citizen referendum. General Obligation (GO) debt is debt that obligates the City to repay the issue with ad valorem tax revenues. The City uses GO debt for the acquisition and development of parks and recreation facilities, rights-of- way acquisition, construction of arterial streets, reconstruction of major arterial streets, and for public buildings such as City offices, libraries, swimming pools and other general use facilities. The 1998 November election granted the City authority to issue $24,240,000 in General Obligation debt. $4.79 million was issued FY 03. The proceeds from this debt issuance will fund the construction of fire station 5, the purchase of greenways, street rehabilitation, traffic enhancements, and land acquisition for the future city center and the extension of Longmire. The FY 04 Approved Budget includes $855,000 in General Obligation debt for Greenways projects. The City has statutory authority, and City Council policy allows for the use of non-voter authorized debt instruments such as certificates of obligation and contract obligations (generally referred to as CO's). City Council policy allows the City to use such instruments for capital items such as the following: x The purchase and replacement of major computer systems and other technology-based items that have useful lives of not more than ten years. x The purchase and replacement of major equipment items such as fire fighting equipment. The City has however developed policies and procedures to provide almost all of this equipment without issuing debt. x The purchase of land and development of land for economic development uses. In FY 03, the City issued $780,000 in CO debt for various General Government capital projects. The bulk of this $780,000 will fund the construction of an intersection at future State Highway 40 and Greens Prairie Road. The FY 04 Budget includes issuing $15,050,000 in CO’s. This includes $3.1 million for infrastructure costs associated with the development the Spring Creek Corporate Campus Phase I. C.O.'s in the amount of $11.9 million are also scheduled for the new conference center project. Revenue bonds are issued when a capital asset will reside in one or more of the City's enterprise funds. Revenue bonds do not normally require voter approval. The 1998 bond elections provided funding authorization for a wide range of capital projects. These projects included street extensions and reconstruction, traffic projects, as well as parks development and parkland acquisition. Improvements to Fire Station #2, along with a new fire station (Fire Station #5), were authorized. Funds were also authorized for the acquisition of land for a new cemetery site, City Center and to increase greenway /floodplain areas. The City will continue those remaining authorized projects in accordance with the five-year CIP plan. The successful citizen referendum acknowledged that the approved projects would be accomplished without increasing the ad valorem tax rate for debt service. However, it was anticipated that the ad valorem tax rate would be increased to pay for Veteran's Park and Fire Station #5 operations. In FY 02, an ad valorem tax increase of 4.84 cents per $100 valuation was approved. Of this increase, 1.84 cents was required for operating and maintenance expenses associated with Veteran’s Park and Fire Station #5. In FY 04, no increase in the ad valorem tax rate is approved. A new 5 year general obligation bond election is scheduled for November 2003. If successful this election will provide additional general obligation bond authority for future projects important to the future of College Station. STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL PROJECTS Street Rehabilitation Projects In FY 04, $1.2 million is approved for rehabilitation to streets in the Southside area. This is a multi-year effort to rehabilitate the infrastructure in older parts of College Station. Also in FY 04, $500,000 will fund various street rehabilitation projects. $200,000 of this amount will be used to overlay newly annexed streets, and $300,000 will be used to rehabilitate thoroughfare streets within the City. Street Extension Projects Street extension projects include $632,404 for completing the widening George Bush Dr. from Texas Avenue to Harvey Road. $722,000 is the anticipated project expense for phase II of the Jones Butler Road project. Additionally, the FY 04 Approved Budget 170 projects $2.2 million for the Longmire Drive extension project, $3.7 million toward the widening of Greens Prairie Road, and $3.4 to for the extension of Dartmouth Drive from Krenek Tap Road to FM 2818. These street projects will help to address traffic issues that have been highlighted in the citizen survey and other feedback received from College Station citizens. Street TxDOT Projects It is anticipated that $580,000 will be used for Texas Avenue Widening Phase II streetscaping, and $175,000 for the George Bush Drive medians. TxDOT timing on these projects will determine when these expenditures will be made. The City pays ten percent of right-of-way costs, and also pays for any enhancements, such as the application of any streetscaping desired in the project. Traffic Projects In FY 04, there is no approved new budget appropriation for traffic signal enhancements. However, $72,000 is projected to cover the cost of widening Holleman and the intersection of Holleman and Texas Avenue. Sidewalks and Trails Projects The City of College Station has worked over the years to ensure adequate transportation infrastructure for pedestrians and bicyclists. The City has an adopted sidewalk and bike loop plan. As new development occurs, sidewalks are an important aspect that must be considered. In FY 04, $75,000 for neighborhood capital improvements is approved. The Anderson sidewalk project and the Longmire sidewalk project are expected to be completed in FY 04. PARKS CAPITAL PROJECTS The most significant parks projects for FY 04 are improvements to the Lincoln Center. The FY 04 budget includes $623,000 to expand the Lincoln Center and $350,000 to add a covered multi use pavilion to the facilities. These projects are part of the implementation of Tarrow Park Master Plan which the City Council approved earlier in 2003. PARKLAND DEDICATION CAPITAL PROJECTS Parkland dedication funds can be used for projects in neighborhood parks within the various park zones. The funds come from a dedication required as new development occurs in College Station. In FY 04, projects anticipated to use parkland dedication funds include $700,000 for Woodway Park development, $175,000 for a park in Zone 5. GENERAL GOVERNMENT AND CAPITAL EQUIPMENT CAPITAL PROJECTS General government and capital equipment projects are planned assets that have value to more than one specific area of City operations. Two main divisions within this category are public facilities and technology projects. In FY 04, significant projects include: $1,255,780 for construction of Fire Station # 5; $917,000 to replace the City's phone system, $200,000 to complete the fiber loop, and $100,000 to begin setting aside funds for a topographic/aerial map. Other technology related projects approved for FY 04 include the completion of the replacement of the public safety computer system, as well as the addition of several other public safety technology projects. These include a police booking system, a police field reporting system, and a fire tone out system. CONFERENCE CENTER CAPITAL PROJECTS In FY 04, $12,108,750 was the anticipated Convention Center project expense. This project was to entail the construction of a conference center facility in conjunction with the development of a full service hotel. Additionally $1.1 million was projected to cover the cost of associated utility infrastructure. Following the presentation of the proposed 2003- 2004 budget, the proposed conference center project was halted and will not be constructed at the proposed site with the proposed partner. The City Council is currently considering options. BUSINESS PARK PROJECTS In FY 04, there are two significant business park related projects. These include $2,320,000 for the construction of the Spring Creek Corporate Campus Phase I and $415,000 for development of a new class B business center. An additional $250,000 is also included in the approved budget for costs associated with the existing business park. These include reimbursement for a fence being built, and funds for minor improvements in the existing business park facility. ADDITIONAL O&M COSTS The FY 04 budget includes a number of capital projects that have been recently completed and have added operations and maintenance expense. In particular, the City’s general fund has been and will continue to be impacted by capital projects as they come online. The FY 04 Budget includes an additional $229,583 for operating costs associated with fire station #5, which is slated to come online in 2004. The budget also includes $55,100 in costs associated with the improvements to Lick Creek Park. An additional $53,853 will fund the additional maintenance costs associated with the new public safety computer system. 171 GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT APPROVED PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE: 12,214,522 21,818,544 21,818,544 ADDITIONAL RESOURCES: GENERAL OBLIGATION BONDS 4,501,000 1,693,000 1,693,000 CERTIFICATES OF OBLIGATIONS 8,977,600 750,000 750,000 INTERGOVERNMENTAL 9,761 768,000 470,000 INTRAGOVERNMENTAL 1,254,447 0 148,000 INVESTMENT EARNINGS 702,874 300,000 600,000 OTHER 329,664 75,000 0 SUBTOTAL ADDITIONAL RESOURCES 15,775,346$ 3,586,000$ 3,661,000$ TOTAL RESOURCES AVAILABLE 27,989,868$ 25,479,544$ 25,479,544$ STREET REHABILITATION PROJECTS GRAHAM RD UPGRADE PH II ST0001 1,718,000 1,221,267 0 235,167 2 TARROW ST. SOUTH ST0002 464,000 6,065 0 417,084 * STREET REHAB. ST0003 2,620,500 4,665 780,000 0 3 FIRST & MAPLE STREET REHAB ST0201 789,250 52,855 0 50,000 DOMINIK ST REHAB ST0216 75,000 24,248 0 780,000 SECOND STREET PLAZA ST0030 675,000 575,947 67,982 WEST PARK (SOUTHSIDE) ST0400 1,200,000 0 0 0 COLLEGE PARK/BREEZY HEIGHTS (SOUTHSIDE) 2,500,000 0 0 0 ANNEXATION OVERLAYS ST0401 200,000 0 0 0 THOROUGHFARE REHABILITATIONS ST0402 300,000 0 0 0 CLOSED PROJECTS 1,154,857 84,965 SUBTOTAL 3,039,905$ 780,000$ 1,635,198$ STREET EXTENSION PROJECTS * JONES-BUTLER RD PH II ST0005 2,036,000 2,111 0 583,000 1 GEORGE BUSH E. WIDENING ST9804 2,312,000 136,736 182,000 673,682 GEORGE BUSH EAST EXT. ST9916 1,735,000 855,340 0 33,000 * ROCK PRAIRIE RD REALIGN ST9923 832,000 639,373 0 9,844 * VICTORIA OP ST9928 626,000 28,526 0 0 * BARRON ROAD ROW ST0006 316,000 2,154 0 217,000 LONGMIRE EXT-BIRMINGHAM-GRAHAM ST0007 455,000 19,905 0 200,308 * LONGMIRE EXT-GRAHAM-CYPRESS MEADO ST0100 2,594,000 183,761 0 431,821 GREENS PRAIRIE RD. WIDENING ST0214 4,369,000 121,593 0 500,000 DARTMOUTH EXTENSION PHASE II ST0211 3,600,000 47,921 0 200,000 UNIVERSITY DR. WIDENING DSN ST0213 250,000 0 0 1,000 BARRON ROAD INTERCHANGE ST0212 675,000 0 0 100,000 GREENS PRAIRIE RD/ARRINGTON ST0304 750,000 0 750,000 750,000 CLOSED PROJECTS 0 0 42 SUBTOTAL 2,037,420$ 932,000$ 3,699,697$ STREET TXDOT PROJECTS TX AVE STREETSCAPE PH II ST9915 500,000 0 0 0 GEORGE BUSH DRIVE MEDIANS ST0102 175,000 0 0 0 SUBTOTAL 0$ 0$ 0$ 1 - George Bush Widening includes $600,000 thoroughfare funds and $890,000 GOB. 2 - Tarrow Street funding includes $272,000 from a grant. 3 - Funded through CDBG Funds. * - Indicates projects funded through November 1998 G.O. Bond Authorization 172 GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATION FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 18,441,308 18,441,308 4,007,044 1,693,044 1,648,044 1,603,044 1,558,044 0 0 0 0 0 0 0 0 0 1,200,000 0 0 0 0 0 0 0 0 0 0 0 1,366,395 1,366,395 1,000,000 0 0 0 0 270,000 270,000 120,000 30,000 30,000 30,000 30,000 0 0 0 0 0 0 0 1,636,395$ 1,636,395$ 2,320,000$ 30,000$ 30,000$ 30,000$ 30,000$ 20,077,703.29 20,077,703$ 6,327,044$ 1,723,044$ 1,678,044$ 1,633,044$ 1,588,044$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 866,395 0000 0 0 00000 0 0 00000 0 1,200,000 1,200,000 0000 0 0 0 2,500,000 0 0 0 0 200,000 200,000 0000 0 300,000 300,000 0000 0 0 0 0 0 0 0 0 1,700,000$ 2,566,395$ 2,500,000$ 0$ 0$ 0$ 0$ 0 722,000 722,000 0 0 0 0 0 632,404 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 150,000 447,000 0 0 0 0 0 200,000 0 0 0 0 0 0 8,100 0 0 0 0 0 0 2,173,760 0 0 0 0 0 0 3,747,000 0 0 0 0 0 0 3,352,000 0 0 0 0 0 0 246,000 0 0 0 0 0 0 575,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0$ 11,806,264$ 1,169,000$ 0$ 0$ 0$ 0$ 0 580,000 0 0 0 0 0 0 175,000 0 0 0 0 0 0$ 755,000$ 0$ 0$ 0$ 0$ 0$ 173 GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT APPROVED PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 TRAFFIC PROJECTS * TRAFFIC MGMT. IMPROVE. ST0011 728,000 0 0 0 TRAFFIC SIGNAL ENHAN. ST9511 3,463,229 0 538,000 57,711 HOLLEMAN WIDENING ST0106 112,000 39,582 0 72,419 JOE ROUTE @ KIMBROUGH ST0210 10,000 3,118 0 6,882 GB EAST DRIVE@DOMINIK ST0205 100,000 17,267 0 92,733 GB EAST EAST @HOLLEMAN ST0206 110,000 12,842 0 97,158 UNIVERSITY HOME DEPOT ST0207 135,000 12,671 0 122,330 HWY 30/6 SIGNAL UPGRADE ST0219 17,496 17,496 0 0 TEXAS AVENUE@MANUEL DRIVE ST0017 100,000 11,225 0 88,775 FIRE PRE-EMPTION SYSTEM ST9810 175,000 83,651 0 22,833 CLOSED PROJECTS 21,344 0 0 SUBTOTAL 219,196$ 538,000$ 560,841$ SIDEWALKS & TRAILS J&D MILLER PARK SIDEWALK/TRAIL ST0200 29,250 62,230 0 0 NEIGHBORHOOD/STREETSCAPE ST9802 54,800 0 0 0 BIKE LOOP ST9409 1,348,000 941 0 0 MISC. BIKE TRAILS ST9803 180,000 0 0 0 TAMU SIDEWALKS ST9924 400,000 665 400,000 260,000 UNIVERSITY SIDEWALKS CD1275 98,500 0 0 85,500 LONGMIRE SIDEWALKS ST0204 207,000 0 0 75,000 ANDERSON SIDEWALKS ST0203 150,000 779 0 100,000 NEIGHBORHOOD CIP ST0012 ANNUAL 27,066 75,000 75,000 EMERALD FOREST HOA ST0218 7,500 CLOSED PROJECTS 0 0 0 SUBTOTAL 91,681$ 475,000$ 603,000$ TRANSFER OUT 0 0 0 OTHER 25,291 0 0 DEAN INTERNATIONAL 318,675 360,000 270,000 DEBT ISSUANCE COSTS 78,000 19,500 19,500 GENERAL & ADMIN. CHARGES 260,000 250,000 250,000 TOTAL EXPENDITURES 6,070,168$ 3,354,500$ 7,038,236$ GAAP 101,156 ENDING FUND BALANCE:21,818,544$ 22,125,044$ 18,441,308$ Notes: * - Indicates projects funded through November 1998 G.O. Bond Authorization 174 GENERAL GOVERNMENT STREETS, TRAFFIC, SIDEWALKS, AND TRAILS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATION FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 72,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0$ 72,000$ 0$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 460,000 0 0 0 0 0 0 180,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 49,000 132,000 0 0 0 0 0 0 50,000 0 0 0 0 0 75,000 75,000 75,000 75,000 75,000 75,000 75,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 124,000$ 257,000$ 715,000$ 75,000$ 75,000$ 75,000$ 75,000$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 264,000 264,000 0 0 0 0 0 0 0 0 0 0 0 0 350,000 350,000 250,000 0 0 0 0 2,438,000$ 16,070,659$ 4,634,000$ 75,000$ 75,000$ 75,000$ 75,000$ 0 17,639,703$ 4,007,044$ 1,693,044$ 1,648,044$ 1,603,044$ 1,558,044$ 1,513,044$ 175 GENERAL GOVERNMENT PARKS PROJECTS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT APPROVED PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATION FY 02-03 BEGINNING FUND BALANCE:4,295,406$ 757,978$ 757,978$ ADDITIONAL RESOURCES: GENERAL OBLIGATION BONDS 0$ 0$ 0$ CERTIFICATES OF OBLIGATIONS 129,000 0 0 INTERGOVERNMENTAL 0 80,000 80,000 INTRAGOVERNEMENTAL 89,000 0 0 INVESTMENT EARNINGS 74,057 10,000 25,000 OTHER 67,525 67,000 67,000 SUBTOTAL ADDITIONAL RESOURCES 359,582$ 172,000$ 172,000$ TOTAL RESOURCES AVAILABLE 4,654,988$ 929,978$ 929,978$ PARK PROJECTS BILLIE MADELEY PARK DEV. PK9706 45,000 29,811 0 0 OAKS PARK IMPR. PK0067 28,000 46,562 0 24,068 RAINTREE PARK IMPR. PK0068 44,000 0 0 0 LICK CREEK DEVELOPMENT PK0069 511,000 35,859 80,000 117,000 VETERANS ATHLETIC PARK DEV PK9941 3,236,000 3,012,561 0 37,000 SOUTHWOOD PARK IMPR. PK0076 156,000 0 119,000 69,000 CENTRAL PARK IMPR. PK0101 17,000 0 0 17,000 THOMAS POOL IMPR. PK0104 19,000 0 0 19,000 BEE CREEK LIGHTS PK0303 118,000 0 0 33,000 COMMUNITY PARK ADD LAND PURCH. 40,000 0 0 0 * LINCOLN CENTER EXP TBD 623,000 0 0 0 * LINC. CTR. COVERED BASKETBALL PAVILLION 350,000 0 0 0 FIELD REDEVELOPMENT PK0300 24,000 0 34,400 24,000 CLOSED PROJECTS 716,316 0 0 DEBT ISSUANCE COST 900 0 0 GENERAL & ADMIN. CHARGES 55,000 20,000 20,000 TOTAL EXPENDITURES 3,897,010$ 253,400$ 360,068$ GAAP 0 ENDING FUND BALANCE:757,978$ 676,578$ 569,910$ * - FUNDED THROUGH COMMUNITY DEVELOPMENT BLOCK GRANT 176 GENERAL GOVERNMENT PARKS PROJECTS CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 03-04 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 569,910$ 569,910$ 24,910$ 26,210$ 27,210$ 28,210$ 29,210$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1,013,000 1,013,000 0 0 0 0 0 15,000 15,000 1,000 1,000 1,000 1,000 1,000 67,000 67,000 68,300 69,700 71,100 72,500 74,000 1,095,000$ 1,095,000$ 69,300$ 70,700$ 72,100$ 73,500$ 75,000$ 1,664,910$ 1,664,910$ 94,210$ 96,910$ 99,310$ 101,710$ 104,210$ 0 5,000 0 0 0 0 0 00000 0 0 0 16,000 0 0 0 0 0 0 394,000 0 0 0 0 0 0 18,000 0 0 0 0 0 00000 0 0 00000 0 0 00000 0 0 0 85,000 0 0 0 0 0 40,000 40,000 0 0 0 0 0 451,294 623,000 0 0 0 0 0 350,000 350,000 0 0 0 0 0 89,000 89,000 68,000 69,700 71,100 72,500 74,000 00000 0 0 00000 0 0 20,000 20,000 0 0 0 0 0 950,294$ 1,640,000$ 68,000$ 69,700$ 71,100$ 72,500$ 74,000$ 714,616$ 24,910$ 26,210$ 27,210$ 28,210$ 29,210$ 30,210$ 177 GENERAL GOVERNMENT PARKLAND DEDICATION CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT APPROVED PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:1,212,527 1,474,927 1,474,927 ADDITIONAL RESOURCES: CONTRIBUTIONS 209,347$ 50,000$ 50,000$ INVESTMENT EARNINGS 94,750 5,000 5,000 TRANSFERS IN 0 0 0 OTHER 0 0 0 SUBTOTAL ADDITIONAL RESOURCES 304,097$ 55,000$ 55,000$ TOTAL RESOURCES AVAILABLE 1,516,624$ 1,529,927$ 1,529,927$ PARKLAND DEDICATION FUND ZONE 1 PARK PK0051 53,000 0 18,000 22,000 NORTHGATE LINEAR PARK TBD 150,000 0 150,000 0 ZONE 2 PARK PK0052 9,219 0 2,000 0 ZONE 3 (WOLF PEN CREEK)PK0053 5,000 0 0 0 INTRGEN BENCHES PK0212 8,162 8,162 0 0 BENCH REPLCMNT PK0214 9,300 5,570 0 0 ZONE 4 PARK PK0054 5,000 0 20,000 0 ZONE 5 PARK TBD 76,842 0 170,000 0 EDELWEISS PARK PK0216 18,000 0 0 18,000 INTRGEN BENCHES TBD 25,000 0 25,000 25,000 SOUTHWOOD PLAYGROUND CVRS TBD 22,000 0 0 22,000 SOUTHWOOD AP SIDEWALKS 0 0 12,000 ZONE 6 PARK PK0056 51,000 336 88,000 0 SOUTH KNOLL JOGGING TRACK TBD 0 0 8,000 BEE CREEK PARK BENCHES TBD 0 0 12,000 ZONE 7 PARK PK0057 400,202 0 0 0 WOODWAY PARK PK9803 710,000 4,000 700,000 0 ZONE 8 PARK PK0058 612 0 0 0 ZONE 9 PARK PK0059 0 0 0 0 ZONE 10 PARK PK0060 175,000 0 111,000 113,000 SHENANDOAH PARK 0 0 0 0 ZONE 11 PARK PK0061 17,000 27,584 0 0 CLOSED PROJECTS 15,197 0 0 TRANSFER PROJECT 120,000 GENERAL & ADMIN. CHARGES 15,000 5,000 5,000 TOTAL EXPENDITURES 195,849$ 1,289,000$ 237,000$ GAAP (701) ENDING FUND BALANCE:1,320,074$ 240,927$ 1,292,927$ 178 GENERAL GOVERNMENT PARKLAND DEDICATION CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 1,292,927 1,292,927 39,927 40,927 41,927 42,927 45,927 50,000$ 50,000$ 0$ 0$ 0$ 0$ 0$ 5,000 5,000 1,000 1,000 1,000 3,000 3,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 55,000$ 55,000$ 1,000$ 1,000$ 1,000$ 3,000$ 3,000$ 1,347,927$ 1,347,927$ 40,927$ 41,927$ 42,927$ 45,927$ 48,927$ 0 0 0 0 0 0 0 0 150,000 0 0 0 0 0 118,000 120,000 0 0 0 0 0 5,000 5,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 20,000 0 0 0 0 0 26,000 26,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 90,000 90,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 700,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 175,000 0 0 0 0 0 14,000 17,000 0 0 0 0 0 0 0 0 0 0 0 5,000 5,000 0 0 0 0 0 258,000$ 1,308,000$ 0$ 0$ 0$ 0$ 0$ 1,089,927$ 39,927$ 40,927$ 41,927$ 42,927$ 45,927$ 48,927$ 179 GENERAL GOVERNMENT FACILITIES AND TECHNOLOGY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT TOTAL PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01- 02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:4,466,043$ 6,259,450$ 6,259,450$ ADDITIONAL RESOURCES: GENERAL OBLIGATION BONDS 1,030,000$ 2,097,000$ 2,097,000$ CERTIFICATES OF OBLIGATIONS 2,316,800 57,000 0 INTRAGOVERNMENTAL 12,231 0 113,071 CONTRIBUTIONS 0 0 0 INVESTMENT EARNINGS 218,820 75,000 150,000 OTHER 555 0 13,530 SUBTOTAL ADDITIONAL RESOURCES 3,578,406$ 2,229,000$ 2,373,601$ TOTAL RESOURCES AVAILABLE 8,044,449$ 8,488,450$ 8,633,051$ PUBLIC FACILITIES LIBRARY BOOK DONATIONS GG9901 291,348 0 75,000 75,000 * CEMETERY LAND ACQUISITION GG9905 275,000 0 0 275,000 * FIRE STATION # 5 GG0201 1,567,000 1,220 1,317,000 310,000 * CITY CENTER LAND ACQUISITION GG0002 1,560,000 3,200 0 1,651,000 FIRE STATION #1 REHAB. GG0103 677,000 93,522 0 601,000 1 MUNICIPAL COURT/FIRE ADMIN BUILDING GG0100 3,233,069 820,610 113,069 2,396,153 CLOSED PROJECTS 257,963 0 0 SUBTOTAL 1,176,515$ 1,505,069$ 5,308,153$ TECHNOLOGY PROJECTS HUMAN RESOURCES MODULE CO0021 23,033$ 0$ 0$ 23,030$ PUBLIC SAFETY SYSTEM CO0022 800,000 128,480 0 570,000 AFIX FINGERPRINT SOFTWARE CO0023 25,060 0 0 0 POLICE BOOKING TBD 141,000 0 0 0 POLICE FIELD REPORTING TBD 100,000 0 0 0 FIRE TONE OUT SYSTEM CO0401 50,000 0 0 0 RECORDS STORAGE CO0024 326,000 23,066 57,000 50,000 HAND HELD METER READING REPLACEMENT TBD 50,000 0 0 0 2 AS400 ENHANCEMENT CO0100 175,000 7,654 0 0 PARD AUTOMATION TBD 171,000 0 0 100,000 FIBER OPTIC LOOP ME9701 400,000 179,056 0 150,000 PBX (PHONE SYSTEM) REPLACEMENT TBD 917,000 0 0 0 AUTOMATED CUSTOMER SERVICE CO0102 207,000 93,277 0 35,000 RADIO REPLACEMENT TBD 3,400,000 0 0 0 MOBILE DATA TERMINAL REPLACEMENTS TBD 222,000 0 0 0 ADDITIONAL TECHNOLOGY IMPR. TBD 129,000 0 0 0 WEB SITE REDESIGN TBD 60,000 0 0 60,000 2 ATM NETWORK REPLACEMENT TBD 500,000 0 0 0 TOPOGRAPHIC/AERIAL MAPS TBD 630,000 0 0 0 SUBTOTAL 431,533$ 57,000$ 988,030$ DEBT ISSUANCE COSTS 19,200$ 27,300$ 20,000$ TRANSFERS 89,000 0 0 OTHER 13,749 0 0 GENERAL & ADMIN. CHARGES 55,000 60,000 60,000 TOTAL EXPENDITURES 1,784,997$ 1,649,369$ 6,376,183$ GAAP ADJUSTMENT GAAP 2-$ ENDING FUND BALANCE:6,259,450$ 6,839,081$ 2,256,868$ Notes: * - Funded through November 1998 G.O. Bond Authorization 1 - Total project of $3,120,000 to be funded as follows: $1,800,000 Electric Fund, $700,000 Water Fund, $250,000 W W Fund and $370,000 Sanitation Fund. 2 - Proposed to be funded through the issuance of Certificates of Obligation. 180 GENERAL GOVERNMENT FACILITIES AND TECHNOLOGY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 2,256,868$ 2,256,868$ 51,368$ 368$ 368$ 3,368$ 6,368$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 0 700,000 0 0 200,000 0 1,017,000 1,017,000 415,000 3,720,000 72,000 0 0 0 0 0 0 0 0 0 90,000 90,000 10,000 20,000 3,000 3,000 3,000 0 0 0 0 0 0 0 1,107,000$ 1,107,000$ 1,125,000$ 3,740,000$ 75,000$ 203,000$ 3,000$ 3,363,868$ 3,363,868$ 1,176,368$ 3,740,368$ 75,368$ 206,368$ 9,368$ 000000 0 000000 0 0 1,255,780 0 0 0 0 0 000000 0 000000 0 000000 0 000000 0 -$ 1,255,780$ -$ -$ -$ -$ -$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 100,000 0 0 0 0 0 000000 0 0 141,000 0 0 0 0 0 0 100,000 0 0 0 0 0 0 50,000 0 0 0 0 0 50,000 50,000 41,000 0 0 0 0 0 0 50,000 0 0 0 0 0 0 200,000 0 0 200,000 0 0 71,000 0 0 0 0 0 100,000 200,000 0 0 0 0 0 917,000 917,000 0 0 0 0 0 0 78,000 0 0 0 0 0 0 0 100,000 3,300,000 0 0 0 0 0 0 155,000 72,000 0 0 0 129,000 0 0 0 0 0 000000 0 0 0 500,000 0 0 0 0 100,000 100,000 265,000 265,000 1,167,000$ 1,936,000$ 1,156,000$ 3,720,000$ 72,000$ 200,000$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 000000 0 000000 0 120,720 120,720 20,000 20,000 0 0 0 1,287,720$ 3,312,500$ 1,176,000$ 3,740,000$ 72,000$ 200,000$ 0$ 2,076,148$ 51,368$ 368$ 368$ 3,368$ 6,368$ 9,368$ 181 GENERAL GOVERNMENT CONVENTION CENTER CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:9,239,193$ 8,817,029$ 8,817,029$ ADDITIONAL RESOURCES: CERTIFICATES OF OBLIGATION 0$ 11,400,000$ 0$ INTRAGOVERNMENTAL 0 1,100,000 600,000 INVESTMENT EARNINGS 329,134 400,000 300,000 SUBTOTAL ADDITIONAL RESOURCES 329,134$ 12,900,000$ 900,000$ TOTAL RESOURCES AVAILABLE 9,568,327$ 21,717,029$ 9,717,029$ PUBLIC FACILITIES 1 CONFERENCE CNTR HWY 30/60 GG0005 18,000,000 338,434 2,803,038 914,000 2 HWY 30/60 INFRASTRUCTURE GG0105 3,900,000 228,787 0 2,767,000 OTHER 6,549 0 0 DEBT SERVICE 127,529 230,000 230,000 GENERAL & ADMIN CHARGES 50,000 50,000 50,000 TOTAL EXPENDITURES 751,299$ 3,083,038$ 3,961,000$ GAAP 1 ENDING FUND BALANCE:8,817,029$ 18,633,991$ 5,756,029$ 1 - Convention Center funded through $5,500,000 in C.O.s, $500,000 from the Electric Fund, & $600,000 from the Hotel Motel Fund. 2 - Hwy 30/60 Corridor development costs funded through $1,560,000 Electric Fund, $1,690,000 Water Fund, & $400,000 Wastewater Fund. 182 GENERAL GOVERNMENT CONVENTION CENTER CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 5,756,029$ 5,756,029$ 4,893,189$ 300,939$ 306,939$ 312,939$ 318,939$ 11,900,000$ 11,900,000$ 0$ 0$ 0$ 0$ 0$ 250,000 250,000 00000 300,000 300,000 35,000 6,000 6,000 6,000 6,000 12,450,000$ 12,450,000$ 35,000$ 6,000$ 6,000$ 6,000$ 6,000$ 18,206,029$ 18,206,029$ 4,928,189$ 306,939$ 312,939$ 318,939$ 324,939$ 5,805,712 12,108,750 4,627,250 0 0 0 0 0 1,133,000 0 0 0 0 0 0 0 0 0 0 0 0 29,750 29,750 0 0 0 0 0 41,340 41,340 0 0 0 0 0 5,876,802$ 13,312,840$ 4,627,250$ 0$ 0$ 0$ 0$ 12,329,227$ 4,893,189$ 300,939$ 306,939$ 312,939$ 318,939$ 324,939$ 183 GENERAL GOVERNMENT BUSINESS PARK CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT TOTAL PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:2,435,179$ 2,309,264$ 2,309,264$ ADDITIONAL RESOURCES: CERTIFICATES OF OBLIGATIONS 0$ 3,150,000$ 0$ INTRAGOVERNMENTAL 0 0 0 INVESTMENT EARNINGS 84,138 150,000 70,000 OTHER 74 0 0 SUBTOTAL ADDITIONAL RESOURCES 84,212$ 3,300,000$ 70,000$ TOTAL RESOURCES AVAILABLE 2,519,391$ 5,609,264$ 2,379,264$ BUSINESS PARK FUND BUSINESS PARK PHASE II & III GG9705 2,050,000 56,203 0 0 SPRING CREEK CORPORATE CAMPUS PHASE I DE0001 2,729,000 83,424 225,000 409,000 NEW BUS CENTER B DE0002 2,750,000 0 717,000 0 000 000 000 OTHER 500 0 0 DEBT ISSUANCE COST 15,000 15,000 GENERAL & ADMIN CHARGES 70,000 50,000 50,000 TOTAL EXPENDITURES 210,127$ 1,007,000$ 474,000$ GAAP ENDING FUND BALANCE:2,309,264$ 4,602,264$ 1,905,264$ 184 GENERAL GOVERNMENT BUSINESS PARK CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 2,309,264$ 1,905,264$ 2,165,264$ 360,264$ 390,264$ 420,264$ 450,264$ 3,150,000$ 3,150,000$ 500,000$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 100,000 100,000 30,000 30,000 30,000 30,000 0 0 0 0 0 0 0 0 3,250,000$ 3,250,000$ 530,000$ 30,000$ 30,000$ 30,000$ 0$ 5,559,264$ 5,155,264$ 2,695,264$ 390,264$ 420,264$ 450,264$ 450,264$ 250,000 250,000 0 0 0 0 0 2,320,000 2,320,000 00000 0 415,000 2,335,000 0000 0000000 0000000 0000000 0 5,000 00000 0 00000 00 0 0 0 0 0 2,570,000$ 2,990,000$ 2,335,000$ 0$ 0$ 0$ 0$ 2,989,264$ 2,165,264$ 360,264$ 390,264$ 420,264$ 450,264$ 450,264$ 185 Embracing the Past Exploring the Future ENTERPRISE FUNDS COMBINED UTILITY FUNDS The combined utility funds account for revenues and expenditures in all of the utility related funds in the City. These include Electric, Water, and Wastewater activities. The Electric, Water and Wastewater Funds are prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Electric Fund revenue is approved to be $48,354,700 and expenditures are approved at $44,943,565 in FY 04. Water Fund revenue for FY 04 is estimated to be $9,316,700. This is 1.3% below the FY 03 year end estimate of $9,437,663. This slight decline is due to revenues received from the sale of the Park Place Water Tower property in FY 03. No additional revenues for the sale of City property is anticipated for FY 04. Customer growth is projected to be 3% based on historical trends, overall economic indicators and population projections; however, weather conditions may impact water consumption. There are no water rate changes approved in FY 04. FY 04 operating expenditures in the Water Fund are projected to be approximately $5,000,895 or 7.5% above the FY 03 revised budget. SLAs in the Water Division total $199,800 in the FY 04 Approved Budget. These SLA’s include $72,800 for the equipment to assist with power interruptions and blackouts, $40,000 for protective coating on pump stations, $12,000 for chlorine covers, $25,000 for SCADA equipment, $5,000 to train technical personnel, and $45,000 to design a drainage structure. The FY 04 approved non operating budget is $13,802,687 or an increase of 177% over the FY 03 revised budget. The large portion of this increase is the $10,400,000 included for capital projects. Existing resources in the Water Fund will be used for capital projects rather than debt. Total Wastewater Fund revenue is projected to be $9,477,800. This is 11.24% higher than the FY 03 revised budget estimate. Residential and commercial usage is projected to increase by 2% in FY 04. Additionally, a rate change to generate a 4% revenue is approved for FY 04. The rate change has been forecast for a number of years and is a result of the capital projects constructed in recent years including the expansion of the Lick Creek wastewater treatment plant. Wastewater Fund operating expenditures are projected to be $4,600,967 or a 4.7% increase over the FY 03 revised budget. The approved budget includes $186,960 in SLAs for the Wastewater Division. These SLAs include $33,500 for TCEQ mandate permit renewals, $28,000 for maintenance of equipment to help deal with power interruptions and blackouts, $74,000 for additional equipment for the sewer television van, $32,750 for SCADA equipment, $5,000 for training for technical personnel. $13,710 is also included to replace uninterrupted power supply devices. FY 04 Wastewater Fund nonoperating expenditures is approved to be $4,530,908 or 4.6% above the FY 03 revised budget. Combined Utility Revenue Bonds are issued to provide for capital expansion and replacements for the various utility services. No utility revenues bonds are projected in FY 04 for water capital projects. $4,000,000 in utility revenue bonds are projected for wastewater capital projects in FY 04. 187 PUBLIC UTILITIES WAREHOUSE ADMINISTRATION TECHNICAL DISPATCH ELECTRICAL ELECTRIC MANAGER ENVIRONMENTAL SERVICES FIELD OPERATIONS PLANT OPERATIONS WATER AND WASTEWATER MANAGER DIRECTOR CITY MANAGER ADMINISTRATION MANAGER 188 FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 02 TO FY 03 REVENUES TOTAL REVENUES 45,826,061$ 47,759,000$ 46,913,650$ 48,354,700$ 48,354,700$ 1.25% TOTAL EXPENDITURES/TRANSFERS 46,062,984$ 44,948,170$ 53,909,903$ 44,460,244$ 45,043,565$ 0.21% INCREASE (DECREASE) IN WORKING CAPITAL (236,923)$ 2,810,830$ (6,996,253)$ 3,894,456$ 3,311,135$ BEGINNING WORKING CAPITAL 14,783,766$ 14,546,843$ 14,546,843$ 7,550,590$ 7,550,590$ ENDING WORKING CAPITAL 14,546,843$ 17,357,673$ 7,550,590$ 11,445,046$ 10,861,725$ ELECTRIC FUND CITY OF COLLEGE STATION FUND SUMMARY 189 FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES RESIDENTIAL 6,242,414$ 6,530,000$ 6,450,000$ 6,579,000$ 6,579,000$ 0.75% COMMERCIAL/INDUSTRIAL 1,888,223 1,957,000 1,850,000 1,887,000 1,887,000 (3.58%) OTHER OPERATING 541,702 455,000 516,000 526,400 526,400 15.69% INVESTMENT EARNINGS 426,223 550,000 300,000 306,000 306,000 (44.36%) OTHER NONOPERATING 44,131 16,000 321,663 18,300 18,300 14.4% TOTAL REVENUES 9,142,693$ 9,508,000$ 9,437,663$ 9,316,700$ 9,316,700$ (2.01%) EXPENDITURES AND TRANSFERS PRODUCTION 1,518,752$ 3,142,431$ 2,992,971$ 3,087,272$ 3,308,897$ 5.30% DISTRIBUTION 1,500,460 559,733 601,606 562,489 562,489 0.49% CAPITAL OUTLAY 0 0 181,646 142,746 142,746 N/A ENVIRONMENTAL SERVICES 563,321 0 0 0 0 N/A PAY PLAN/BENEFIT ADJUSTMENTS 0 0 4,214 0 0 N/A NET GEN./ADMIN. TRANSFERS 873,643 885,270 885,270 880,486 916,763 3.56% OTHER 6,599 0 0 0 0 N/A CONTINGENCY 0 64,382 0 70,000 70,000 8.73% TOTAL OPERATING EXPEND. AND TRANSFERS 4,462,775$ 4,651,816$ 4,665,707$ 4,742,993$ 5,000,895$ 7.50% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 62,500$ 12,500$ 12,500$ 12,500$ 12,500$ 0.00% DEBT SERVICE TRANSFER 2,054,563 2,525,390 2,285,390 2,490,947 2,490,947 (1.36%) OTHER 0 65,882 0 0 0 (100.00%) CAPITAL PROJECTS FUNDING 0 1,481,646 1,300,000 10,400,000 10,400,000 601.92% EMPLOYEE BENEFITS TRANSFER 0 0 0 0 0 RETURN ON INVESTMENT 861,300 893,200 893,200 899,240 899,240 0.68% TOTAL NONOPERATING EXPEND.2,978,363$ 4,978,618$ 4,491,090$ 13,802,687$ 13,802,687$ 177.24% TOTAL EXPENDITURES/TRANSFERS 7,441,138$ 9,630,434$ 9,156,797$ 18,545,680$ 18,803,582$ 95.25% INCREASE (DECREASE) IN WORKING CAPITAL 1,701,555$ (122,434)$ 280,866$ (9,228,980)$ (9,486,882)$ BEGINNING WORKING CAPITAL 9,416,256$ 11,117,811$ 11,117,811$ 11,398,677$ 11,398,677$ ENDING WORKING CAPITAL 11,117,811$ 10,995,377$ 11,398,677$ 2,169,697$ 1,911,795$ CITY OF COLLEGE STATION WATER FUND FUND SUMMARY WATER FUND - SOURCES RESIDENT. 71% OTHER OPERATING 6% COMM./ INDUSTRIAL 20% INVEST. EARNINGS 3% WATER FUND - USES PRODUCT. 67% CAPITAL OUTLAY 3% DISTRIBUT. 11% GEN./ADMIN. TRANSFERS 18% CONTING. 1% 190 CITY OF COLLEGE STATION WATER O&M SUMMARY EXPENDITURE BY ACTIVITY CENTER REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM ACTIVITY CENTER FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 PRODUCTION 1,518,752$ 3,331,097$ 3,174,617$ 3,230,018$ 3,451,643$ 3.62% DISTRIBUTION 1,500,460 559,733 601,606 562,489 562,489 0.49% ENGINEERING SUPPORT 563,321 0 0 0 0 N/A WATER FUND TOTAL 3,582,533$ 3,890,830$ 3,776,223$ 3,792,507$ 4,014,132$ 3.17% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,420,511$ 1,449,922$ 1,462,203$ 1,451,547$ 1,473,372$ 1.62% SUPPLIES 131,270 482,399 478,385 472,153 524,753 8.78% MAINTENANCE 376,735 98,801 91,890 97,069 97,069 (1.75%) PURCHASED SERVICES 1,454,937 1,678,062 1,562,099 1,628,992 1,739,192 3.64% CAPITAL OUTLAY 199,080 181,646 181,646 142,746 179,746 (1.05%) WATER FUND TOTAL 3,582,533$ 3,890,830$ 3,776,223$ 3,792,507$ 4,014,132$ 3.17% PERSONNEL SUMMARY BY ACTIVITY CENTER REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM ACTIVITY CENTER FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 PRODUCTION 6.0 6.0 31.0 31.0 31.0 0.00% DISTRIBUTION 15.0 15.0 0.0 0.0 0.0 0.00% ENGINEERING SUPPORT 10.0 10.0 0.0 0.0 0.0 0.00% WATER FUND TOTAL 31.0 31.0 31.0 31.0 31.0 0.00% SERVICE LEVEL ADJUSTMENTS WATER PRODUCTION 72,800$ 40,000 Chlorine covers 12,000 SCADA equipment 25,000 Training for technical personnel 5,000 Design of drainage structure 45,000 WATER FUND 199,800$ Equipment for interuption/blackouts Protective Coating on Pump Station 191 Debt Service Requirements Water Fund ALL SERIES FISCAL YEAR PRINICIPAL INTEREST FISCAL YEAR PAYMENT PRINCIPAL OUTSTANDING OCT. 1 FY04 1,157,068 1,333,879 2,490,947 27,137,687 FY05 1,256,863 1,275,807 2,532,670 25,980,619 FY06 1,307,358 1,212,375 2,519,733 24,723,756 FY07 1,179,953 1,153,069 2,333,022 23,416,398 FY08 1,240,686 1,097,514 2,338,199 22,236,445 FY09 1,299,369 1,037,588 2,336,956 20,995,760 FY10 1,366,540 968,581 2,335,121 19,696,391 FY11 1,436,549 891,411 2,327,960 18,329,852 FY12 1,510,559 813,229 2,323,788 16,893,302 FY13 1,587,207 736,221 2,323,428 15,382,743 FY14 1,663,643 656,697 2,320,340 13,795,536 FY15 1,739,068 571,919 2,310,987 12,131,893 FY16 1,829,592 481,720 2,311,312 10,392,826 FY17 1,838,805 388,327 2,227,132 8,563,233 FY18 1,711,156 297,858 2,009,014 6,724,429 FY19 1,396,634 218,927 1,615,560 5,013,273 FY20 1,473,411 146,064 1,619,475 3,616,639 FY21 1,554,877 69,373 1,624,251 2,143,227 FY22 588,350 15,076 603,426 588,350 Water Debt Service 0 250,000 500,000 750,000 1,000,000 1,250,000 1,500,000 1,750,000 2,000,000 FY04FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY19FY20FY21FY22PRINICIPAL INTEREST 192 CITY OF COLLEGE STATION WASTEWATER FUND FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES RESIDENTIAL 6,718,484$ 6,987,500$ 7,192,000$ 7,335,800$ 7,623,500$ 9.10% COMMERCIAL/INDUSTRIAL 1,121,061 1,157,500 1,350,000 1,377,000 1,431,000 23.63% OTHER OPERATING 323,038 225,000 305,000 311,100 311,100 38.27% INVESTMENT EARNINGS 127,455 150,000 100,000 102,000 102,000 (32.00%) OTHER NONOPERATING 25,935 0 10,000 10,200 10,200 N/A TOTAL REVENUES 8,315,973$ 8,520,000$ 8,957,000$ 9,136,100$ 9,477,800$ 11.24% EXPENDITURES AND TRANSFERS SEWER TREATMENT 1,813,719$ 1,204,653$ 1,143,441$ 1,143,441$ 1,288,769$ 6.98% SEWER COLLECTION 1,117,804 2,102,074 2,156,714 2,201,023 2,241,773 6.65% CAPITAL OUTLAY 0 169,773 169,000 121,873 146,873 (13.49%) PAY PLAN ADJUSTMENTS 0 0 0 0 N/A NET GEN./ADMIN. TRANSFERS 746,025 857,053 857,053 858,342 863,552 0.76% OTHER 2,289 0 0 0 0 N/A CONTINGENCY 0 59,742 0 60,000 60,000 0.43% TOTAL OPERATING EXPEND. AND TRANSFERS 3,679,837$ 4,393,295$ 4,326,208$ 4,384,679$ 4,600,967$ 4.73% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 10,000$ 10,000$ 10,000$ 10,000$ 20,000$ 100.00% DEBT SERVICE TRANSFER 3,166,265 3,509,108 3,509,108 3,571,608 3,571,608 1.78% CAPITAL PROJECTS 0 0 0 0 OTHER 0 1,800 0 0 0 (100.00%) RETURN ON INVESTMENT 719,500 817,000 817,000 939,300 939,300 14.97% 0 TOTAL NONOPERATING EXPEND.3,895,765$ 4,337,908$ 4,336,108$ 4,520,908$ 4,530,908$ 4.45% TOTAL EXPENDITURES/TRANSFERS 7,575,602$ 8,731,203$ 8,662,316$ 8,905,587$ 9,131,875$ 4.59% INCREASE (DECREASE) IN WORKING CAPITAL 740,371$ (211,203)$ 294,684$ 230,513$ 345,925$ BEGINNING WORKING CAPITAL 3,016,667$ 3,757,038$ 3,757,038$ 4,051,722$ 4,051,722$ ENDING WORKDING CAPITAL 3,757,038$ 3,545,835$ 4,051,722$ 4,282,235$ 4,397,647$ WASTEWATER FUND - SOURCES RESIDENTIAL 81% COMMERCIAL/ INDUSTRIAL 15% OTHER OPERATING 3% INVESTMENT EARNINGS 1% WASTEWATER FUND - USES CAPITAL OUTLAY 2% TREAT. 14% DEBT SERVICE TRANSFER 39% CONTING. 1% GEN./ADMI N. TRANSFERS COLLECT 25% ROI 10% 193 CITY OF COLLEGE STATION WASTEWATER O&M SUMMARY EXPENDITURE BY ACTIVITY CENTER REVISED ESTIMATED BASE APPROVED APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET SLAS BUDGET BUDGET FROM ACTIVITY FY 02 FY 03 FY 03 FY 04 FY 04 FY 04 FY 03 TO FY 04 TREATMENT 1,813,719$ 1,374,326$ 1,312,045$ 1,265,314$ 121,210$ 1,386,524$ 0.89% COLLECTION 1,117,804 2,102,074 2,156,714 2,201,023 89,868 2,290,891 8.98% WASTEWATER FUND TOTAL 2,931,523$ 3,476,400$ 3,468,759$ 3,466,337$ 211,078$ 3,677,415$ 5.78% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET SLAS BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,526,936$ 1,570,687$ 1,588,824$ 1,616,481$ 24,118$ 1,640,599$ 4.45% SUPPLIES 290,885 475,337 429,832 480,337 22,000 502,337 5.68% MAINTENANCE 368,329 182,081 177,153 172,675 13,710 186,385 2.36% PURCHASED SERVICES 722,573 1,078,622 1,103,277 1,074,971 151,250 1,226,221 13.68% CAPITAL OUTLAY 22,800 169,673 169,673 121,873 0 121,873 (28.17%) WASTEWATER FUND TOTAL 2,931,523$ 3,476,400$ 3,468,759$ 3,466,337$ 211,078$ 3,677,415$ 5.78% PERSONNEL SUMMARY BY ACTIVITY CENTER REVISED BASE APPROVED APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET SLAS BUDGET BUDGET FROM ACTIVITY FY 01 FY 02 FY 03 FY 04 FY 04 FY 04 FY 03 TO FY 04 TREATMENT 20.0 21.0 0.0 0.0 0.0 0.0 0.00% COLLECTION 16.0 17.0 38.0 38.0 0.0 38.0 0.00% WASTEWATER FUND TOTAL 36.0 38.0 38.0 38.0 0.0 38.0 0.00% SERVICE LEVEL ADJUSTMENTS TCEQ Mandate permit renewals 33,500$ Equipment maintenance for interuptions/blackouts 28,000 Equipment of the TV Sewer Van 74,000 SCADA Equipment 25,000 SCADA Workstation Computer 7,750 Training for Technical Personnel 5,000 Uninterupted Power Supply--replacement cost 13,710 WASTEWATER FUND 186,960$ *Collection cost center includes $121,873 budgeted in non-departmental account * Collection cost center includes $47,800 in SLA's budgeted in non-departmental account 194 Debt Service Requirements Wastewater ALL SERIES FISCAL YEAR PRINCIPAL INTEREST FISCAL YEAR PAYMENT PRINCIPAL OUTSTANDING OCT. 1 FY04 1,814,682 1,592,926 3,407,608 37,819,563 FY05 2,006,729 1,738,760 3,745,489 36,004,881 FY06 2,058,321 1,640,577 3,698,898 33,998,153 FY07 2,024,151 1,544,110 3,568,261 31,939,832 FY08 2,080,505 1,452,140 3,532,645 29,915,681 FY09 2,136,246 1,358,456 3,494,702 27,835,176 FY10 2,203,999 1,254,538 3,458,537 25,698,930 FY11 2,267,914 1,142,102 3,410,016 23,494,931 FY12 2,342,579 1,028,126 3,370,705 21,227,017 FY13 2,419,605 913,931 3,333,536 18,884,438 FY14 2,344,343 799,028 3,143,371 16,464,833 FY15 1,970,430 690,959 2,661,389 14,120,490 FY16 2,073,080 586,558 2,659,638 12,150,060 FY17 2,128,129 477,418 2,605,547 10,076,980 FY18 1,902,789 372,174 2,274,963 7,948,851 FY 19 1,464,823 284,099 1,748,921 6,046,062 FY 20 1,545,556 205,371 1,750,928 4,581,240 FY 21 1,625,765 122,612 1,748,377 3,035,683 FY 22 776,891 59,154 836,045 1,409,918 FY 23 307,339 28,761 336,101 633,028 FY 24 325,688 9,771 335,459 325,688 WasteWater Debt Service 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 FY04FY05FY06FY07FY08FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY 19FY 20FY 21FY 22PRINCIPAL INTEREST 195 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 service includes once a week residential collection, once a week bulky item pickup, once a week brush/yard clippings pick up, and once per week recycling pick up. The recycling program and Clean and Green activities are designed to help reduce the amount of solid waste deposited into the landfill. The Sanitation Fund also funds the street sweeping operations of the City. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Revenues for the Sanitation Fund are budgeted at $4,771,580 in FY 04. This is an increase of approximately 2.66% over the FY 03 revised budget. The residential and commercial customer bases are expected to grow by 2% based on analysis of building permits and growth. Operating expenditures for the Sanitation Fund in FY 04 are expected to increase 1.19% from the FY 03 revised budget. Non-operating expenditures in the Sanitation Fund are expected to rise 6.45% from the previous fiscal year. The Sanitation Fund will continue to provide funding for Keep Brazos Beautiful, an outside agency dedicated to beautification and litter abatement. College Station’s portion of Keep Brazos Beautiful’s approved budget for FY 04 totals $65,000. 196 CITY OF COLLEGE STATION SANITATION FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES RESIDENTIAL 2,575,734$ 2,817,060$ 2,880,000$ 2,937,600$ 2,937,600$ 4.28% COMMERCIAL/INDUSTRIAL 1,669,082 1,717,000 1,724,000 1,758,480 1,758,480 2.42% OTHER OPERATING 50,253 53,000 43,800 44,700 44,700 (15.66%) INVESTMENT EARNINGS 52,535 55,000 30,200 30,800 30,800 (44.00%) OTHER NONOPERATING 25,253 6,000 100 0 0 (100.00%) TOTAL REVENUES 4,372,857$ 4,648,060$ 4,678,100$ 4,771,580$ 4,771,580$ 2.66% EXPENDITURES AND TRANSFERS RESIDENTIAL 2,088,480$ 2,240,635$ 2,236,377$ 2,204,919$ 2,218,916$ (0.97%) COMMERCIAL 1,886,119 1,700,628 1,701,728 1,713,003 1,719,243 1.09% GENERAL & ADMIN. TRANSFERS 389,731 416,871 416,871 442,623 447,833 7.43% OUTSIDE AGENCY FUNDING 15,000 40,000 15,000 65,000 65,000 62.50% CONTINGENCY 0 49,743 0 50,000 50,000 0.52% TOTAL OPERATING EXPEND. AND TRANSFERS 4,379,330$ 4,447,877$ 4,369,976$ 4,475,545$ 4,500,992$ 1.19% NONOPERATING EXPENDITURES ECONOMIC DEVELOPMENT 12,500$ 12,500$ 12,500$ 12,500$ 12,500$ 0.00% OTHER NON OPERATING 0 1,000 0 0 0 (100.00%) RETURN ON INVESTMENT 294,200 310,000 310,000 331,855 331,855 7.05% TOTAL NONOPERATING EXPENDITURES 306,700$ 323,500$ 322,500$ 344,355$ 344,355$ 6.45% TOTAL OPERATING AND NONOPERATING EXP & TRANSFERS 4,686,030$ 4,771,377$ 4,692,476$ 4,819,900$ 4,845,347$ 1.55% INCREASE (DECREASE) IN WORKING CAPITAL (313,173)$ (123,317)$ (14,376)$ (48,320)$ (73,767)$ BEGINNING WORKING CAPITAL 1,618,296$ 1,305,123$ 1,305,123$ 1,290,747$ 1,290,747$ ENDING WORKING CAPITAL 1,305,123$ 1,181,806$ 1,290,747$ 1,242,427$ 1,216,980$ SANITATION FUND - SOURCES RESIDENTIAL 62% OTHER OPERATING 1% INVESTMENT EARNINGS 1% COMM./ INDUSTRIAL 37% SANITATION FUND - USES CONTINGENCY 1% COMMERCIAL 35% RESIDENTIAL 47% 197 CITY OF COLLEGE STATION SANITATION SUMMARY EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM ACTIVITY FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 RESIDENTIAL COLLECTION 2,088,480$ 2,240,635$ 2,261,804$ 2,204,919$ 2,218,916$ (0.97%) COMMERCIAL COLLECTION 1,886,119 1,700,628 1,701,728 1,713,003 1,719,243 1.09% DIVISION TOTAL 3,974,599$ 3,941,263$ 3,963,532$ 3,917,922$ 3,938,159$ (0.08%) EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,281,090$ 1,378,841$1,378,841$ $1,408,511 $1,428,748 3.62% SUPPLIES 193,530 211,630 212,201 211,631 211,631 0.00% MAINTENANCE 615,327 455,762 475,416 440,100 440,100 (3.44%) PURCHASED SERVICES 1,884,652 1,853,030 1,855,074 1,857,680 1,857,680 0.25% CAPITAL OUTLAY 0 42,000 42,000 0 0 (100.00%) DIVISION TOTAL 3,974,599$ 3,941,263$ 3,963,532$ 3,917,922$ 3,938,159$ (0.08%) PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM ACTIVITY FY 00 FY 01 FY 02 FY 04 FY 04 FY 03 TO FY 04 RESIDENTIAL COLLECTION 24.5 24.5 25.5 25.5 25.5 0.00% COMMERCIAL COLLECTION 10.0 11.0 11.0 11.0 11.0 0.00% DIVISION TOTAL 34.5 35.5 36.5 36.5 36.5 0.00% 198 PARKING ENTERPRISE FUND The Parking Enterprise Fund was created to account for revenues and expenditures resulting from operation of the City’s parking facilities. These revenues come from the Patricia Street parking lot, the College Main Parking Garage, and the metered on street parking in the Northgate area. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. Revenues from the Patricia Street parking lot fees, the parking garage, and the metered parking are projected to be $444,100 and parking fines are projected to be $94,500 in FY 04. Expenditures related to the Patricia Street parking lot and the College Main Parking Garage are forecast to be $407,033. This includes a SLA in the amount of $14,250 for the purchase of citation computer and digital camera for parking enforcement officers. The debt service for the parking garage is approved to be paid out of the Parking Enterprise Fund in FY 04. The debt service payment is $511,015 in FY 04. In the last two years the debt service was paid for out of a different funding source. Total expenditures in the Parking Enterprise Fund are approved to be $918,048. 199 CITY OF COLLEGE STATION PARKING ENTERPRISE FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING FUND BALANCE 1,108,810$ 833,322$ 833,322$ 1,055,843$ 1,055,843$ REVENUES PARKING FEES 364,177$ 374,000$ 435,440$ 444,100$ 444,100$ 18.74% PARKING FINES 87,884 82,000 92,600 94,500 94,500 15.24% INVESTMENT EARNINGS 50,736 0 24,600 25,100 25,100 N/A OTHER 76,646 0 0 0 0 N/A TOTAL REVENUES 579,443$ 456,000$ 552,640$ 563,700$ 563,700$ 23.62% EXPENDITURES PARKING OPERATIONS 408,861$ 367,556$ 330,119$ 368,560$ 385,135 4.78% GENERAL AND ADMIN TRANSFER 13,000 0 0 21,898 21,898 N/A CAPITAL OUTLAY 114,376 0 0 0 0 N/A TRANSFERS/DEBT SERVICE 225,000 0 0 0 511,015 N/A CONTINGENCY 0 3 0 0 0 (100.00%) TOTAL EXPENDITURES 761,237$ 367,559$ 330,119$ 390,458$ 918,048$ 149.77% GAAP ADJUSTMENT (93,694)$ INCREASE (DECREASE) IN FUND BALANCE (181,794)$ 88,441$ 222,521$ 173,242$ (354,348)$ ENDING FUND BALANCE 833,322$ 921,763$ 1,055,843$ 1,229,085$ 701,495$ PARKING ENTERPRISE FUND - SOURCES INVESTMENT EARNINGS 4% PARKING FINES 17% PARKING FEES 79% PARKING ENTERPRISE FUND - USES PARKING OPERATIONS 42% GENERAL AND ADMIN TRANSFER 2% TRANS./DEBT SERVICE 56% 200 CITY OF COLLEGE STATION PARKING ENTERPRISE FUND DIVISION SUMMARY EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 PARKING 408,860$ 367,556$329,751$ 368,560$ 385,135$ 4.78% DIVISION TOTAL 408,860$ 367,556$ 329,751$ 368,560$ 385,135$ 4.78% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 153,916$ 222,519$174,148$ 224,027$ 226,352$ 1.72% SUPPLIES 35,935 18,738 23,726 18,738 31,688 69.11% MAINTENANCE 3,772 11,668 11,305 15,702 17,002 45.71% PURCHASED SERVICES 154,017 108,831 114,772 110,093 110,093 1.16% CAPITAL OUTLAY 61,220 5,800 5,800 0 0 (100.00%) DIVISION TOTAL 408,860$ 367,556$ 329,751$ 368,560$ 385,135$ 4.78% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 PARKING 8.0 8.0 8.0 8.0 8.0 0.00% DIVISION TOTAL 8.0 8.0 8.0 8.0 8.0 0.00% SERVICE LEVEL ADJUSTMENTS Digital Cameras $14,250 PARKING ENTERPRISE TOTAL $14,250 201 BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY FUND The Brazos Valley Solid Waste Management Agency (BVSWMA) is a joint action agency owned by the Cities of College Station and Bryan. The agency is responsible for providing solid waste disposal services within all appropriate guidelines and regulations. This joint agency has resulted in cost savings and increased efficiencies due to the deletion of duplicated services, planning and staffing and the economies of scale offered by a larger operation. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. Base budget revenues for BVSWMA are projected to decrease by 15.53%. This decrease is due primarily to the loss of approximately $700,000 a year due to the decision of the City of Huntsville to no longer use the Rock Prairie Road Landfill. This decision was made by Huntsville for financial reasons, and they have indicated they would return to BVSWMA when the Grimes County landfill is operational. The impact of this revenue loss will be examined. Approved expenditures for Landfill Operations are $5,141,277 reflects a 6.41% decrease from the FY 03 revised budget. These approved expenditures include two service level adjustments. The first, $600,000 will be used for the design and construction of approximately 70 acres of Pre-Subtitle D and Subtitle D Final Cover for the Rock Prairie Road Landfill. Funds from this SLA will also be used to provide an Active Gas Collection and Control System (GCCS). The second SLA, requests $1,100,000 the construction and oversight of Fill Sector 18 at the Rock Prairie Road Landfill. The Administration budget is approved to be $1,346,758, which represents a 6.30% increase in expenditures from the FY 03 revised budget. Non-departmental expenses for the Approved FY 04 budget are estimated at $473,264, which represents an 8.88% increase from the FY 03 revised budget. 202 CITY OF COLLEGE STATION BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY (BVSWMA) FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES LANDFILL CHARGES 5,396,413$ 5,393,280$ 5,221,600$ 4,626,000$ 4,626,000$ (14.23%) INTEREST 482,578 450,000 310,000 310,000 310,000 (31.11%) OTHER 45,217 0 18,220 0 0 N/A TOTAL REVENUES 5,924,208$ 5,843,280$ 5,549,820$ 4,936,000$ 4,936,000$ (15.53%) EXPENDITURES AND TRANSFERS LANDFILL OPERATIONS 2,951,262$ 5,493,198$ 5,614,314$ 3,393,432$ 5,141,277$ (6.41%) ADMINISTRATIVE 1,546,479 1,266,898 1,448,374 1,344,551 1,346,758 6.30% PAY/BENEFIT ADJUSTMENTS 0 0 6,862 0 0 EXPEND & TRANSFERS SUBTOTAL 4,497,741$ 6,760,096$ 7,069,550$ 4,737,983$ 6,488,035$ (4.02%) DEPARTMENTAL - NON-OPERATING CONTRIBUTIONS 0$ 20,000$ 20,000$ 20,000$ 20,000$ 0.00% OTHER 0 0 0 0 0 N/A DEPT. NON-OPERATING SUBTOTAL 0$ 20,000$ 20,000$ 20,000$ 20,000$ 0.00% NON-DEPARTMENTAL PRINCIPAL PAYMENTS 0$ 0$ 0$ 0$ N/A INTEREST PAYMENTS 0 0 0 0 0 N/A GENERAL & ADMIN. TRANSFERS 334,893 348,148 348,148 387,064 388,264 N/A CAPITAL OUTLAY 0 0 0 0 0 (100.00%) CONTINGENCY 0 85,000 0 85,000 85,000 MISCELLANEOUS 0 0 0 0 0 N/A OTHER 0 1,500 1,500 0 0 (100.00%) NON-DEPARTMENTAL SUBTOTAL 334,893$ 434,648$ 349,648$ 472,064$ 473,264$ 8.88% TOTAL OPERATING EXPENDITURES AND TRANSFERS 4,832,634$ 7,214,744$ 7,439,198$ 5,230,047$ 6,981,299$ (3.24%) INCREASE (DECREASE) IN WORKING CAPITAL FROM OPERATIONS 1,091,574$ (1,371,464)$ (1,889,378)$ (294,047)$ (2,045,299)$ 49.13% GAAP ADJUSTMENT 7,833$ BEGINNING WORKING CAPITAL 9,916,691$ 11,016,098$ 11,016,098$ 9,126,720$ 9,126,720$ ENDING WORKING CAPITAL 11,016,098$ 9,644,634$ 9,126,720$ 8,832,673$ 7,081,421$ BVSWMA FUND - SOURCES INTEREST 6% LANDFILL CHARGES 94% BVSWMA-USES LANDFILL OPERATIONS 74% ADMINISTRATIVE 19% CONTINGENCY 1% GENERAL & ADMIN. TRANSFERS 6% 203 CITY OF COLLEGE STATION BRAZOS VALLEY SOLID WASTE MANAGEMENT AGENCY DIVISION SUMMARY EXPENDITURE BY DEPARTMENT REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 LANDFILL OPERATIONS 2,951,258$ 5,493,198$ 5,614,314$ 3,393,432$5,141,277$ (6.41%) ADMINISTRATION 1,546,478 1,266,898 1,448,374 1,344,551 1,346,758 6.30% DEPARTMENT TOTAL 4,497,736$ 6,760,096$ 7,062,688$ 4,737,983$6,488,035$ (4.02%) EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,127,370$ 1,282,670$ 1,252,019$ 1,254,238$1,269,290$ (1.04%) SUPPLIES 403,809 583,286 573,170 422,646 422,646 (27.54%) MAINTENANCE 180,801 188,054 188,127 187,763 187,763 (0.15%) PURCHASED SERVICES 2,462,812 4,614,586 4,635,215 2,803,336 4,503,336 (2.41%) GENERAL CAPITAL 122,944 91,500 214,157 0 35,000 (61.75%) PURCHASED SERVICES 200,000 0 200,000 70,000 70,000 N/A DEPARTMENT TOTAL 4,497,736$ 6,760,096$ 7,062,688$ 4,737,983$6,488,035$ (4.02%) PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 LANDFILL OPERATIONS 22.50 22.50 22.50 22.50 22.50 0.00% ADMINISTRATION 4.00 4.00 3.00 3.00 3.00 (25.00%) DEPARTMENT TOTAL 26.5 26.5 25.5 25.5 25.5 0.00% SERVICE LEVEL ADJUSTMENTS LANDFILL OPERATIONS Rock Prairie Road Landfill Final Cover and Gas Recovery 600,000$ Rock Prairie Road Landfill Fill Sector 18 1,100,000 Landfill Generator 35,000 BVSWMA Total 1,735,000$ 204 UTILITIES CAPITAL PROJECTS BUDGET The City of College Station develops and adopts a five year Capital Improvements Project List. The list is updated annually and is presented for City Council review as a part of the annual budget process. The list consolidates all anticipated capital needs for which funding authorization exists. The list is divided into several sections depending on the services provided and the funding source. Revenue bonds are authorized to be issued any time there is a need for financing capital construction or acquisition and where the asset will reside in one or more of the City's enterprise funds. The City's enterprise funds include Electric, Water, Wastewater, and Solid Waste Collection. Generally, revenue bonds do not require voter approval. These bonds are repaid from the revenues generated by the utilities. No revenue bonds are projected to be issued for any of the water capital improvement projects, however $4,000,000 is projected to be issued for wastewater capital improvement projects in FY 04. Among the decisions and proposals that accompany capital project recommendations is an analysis of potential ongoing costs and any potential impact on utility rates that a project may have. UTILITY CAPITAL PROJECTS Electric Capital Projects $5,530,000 is the approved expenditure amount for electric capital projects in FY 04. Additional information will be provided to the City Council as a competitive matter. Water Capital Projects In FY 04, $6,101,737 is the projected new appropriations for water capital projects, and total water capital project expenditures are projected to be $14,769,051. Included in the Approved FY 04 Budget is over $1 million for water line rehabilitation in the Southside area, $3.2 million for the parallel water line transmission project, and $462,900 on projects to provide water to newly annexed portions of the City. Additionally, $4,174,837 is the projected expense for water capital project to provide water service to City residents not currently using College Station water. The Water Capital Projects Fund also includes $305,000 to improve the security of the water supply and $530,000 to provide backup power generation to the water system. The Approved FY 04 Budget also includes $10,400,000 in current revenues from operations are approved to fund water capital projects. No debt is projected for issuance in FY 04 for water capital projects. Wastewater Capital Projects In FY 04, $6,159,720 is the projected new appropriations for wastewater capital projects, and total wastewater capital project expenditures are projected to be $7,343,720. $1.5 million is included for the rehabilitation of wastewater infrastructure in the Southside area. Over $1 million is also included as projected expense for relocating and rehabilitating sewer line beneath Texas Avenue. This project is necessary because of the TxDoT widening of Texas Avenue, and will be done in conjunction with this project. As in the Water Division, the Wastewater Division includes $330,000 to improve security of wastewater facilities and $215,000 for backup power generation to operate the sewer system in the event of a power outage. $535,800 is included to provide sewer services to the newly annexed parts of town. Drainage Capital Projects The Approved FY 04 drainage capital projects budget includes $ 5,172,056 in improvement to the City's drainage system. The bulk of these expenditures will be for drainage channel improvements in the Bee Creek ($3 million) and Wolf Pen Creek ($1 million) areas of town. ADDITIONAL O&M COSTS The City of College Station strives to provide superior electric, water, and wastewater services to its citizens. Part of this effort includes maintaining a sound infrastructure that is technologically advanced. This requires continuous investment in the capital that makes up the infrastructure. These investments take place in the form of capital improvement projects. These projects may include rehabilitating or replacing old, deteriorating infrastructure; expanding facilities; and adding new facilities and infrastructure. 205 ELECTRIC SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 REVISED APPROVED BUDGET ESTIMATE APPROPRIATIONS PROJECTED FY 02-03 FY 02-03 FY 03-04 FY 03-04 SUBTOTAL ADDITIONAL RESOURCES 5,630,000$ 5,730,000$ 5,575,000$ 5,575,000$ TOTAL RESOURCES AVAILABLE 7,282,634$ 7,382,634$ 7,420,634$ 7,420,634$ TOTAL EXPENDITURES 5,537,000$ 5,537,000$ 5,530,000$ 5,530,000$ GAAP ADJUSTMENT ENDING FUND BALANCE:1,745,634$ 1,845,634$ 1,890,634$ 1,890,634$ 206 ELECTRIC SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY08-09. 8,635,000$ 10,140,000$ 7,490,000$ 5,990,000$ 6,075,000$ 10,525,634$ 15,311,634$ 12,795,634$ 9,107,634$ 7,996,634$ 5,354,000$ 10,006,000$ 9,678,000$ 7,186,000$ 7,954,000$ 5,171,634$ 5,305,634$ 3,117,634$ 1,921,634$ 42,634$ 207 WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 REVISED FY02-03 PROJECT APPROVED TOTAL PROJECT WORK REQUEST BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:8,618,228$ 8,544,589$ 8,544,589$ ADDITIONAL RESOURCES: UTILITY REVENUE BONDS 7,427,150$ 0$ 0$ INTEREST ON INVESTMENTS 453,166 175,000 370,000 TRANSFERS FROM OPERATIONS 0 1,300,000 1,300,000 OTHER 9,100 0 0 SUBTOTAL ADDITIONAL RESOURCES 7,889,416$ 1,475,000$ 1,670,000$ TOTAL RESOURCES AVAILABLE 16,507,644$ 5,876,403$ 10,214,589$ REHABILITATION PROJECTS: DISTRIBUTION SYSTEM REHAB WT0201 ANNUAL 0 285,000 285,000 FIRST & MAPLE STREETS REHAB WT0212 WF0351786 218,900 12,033 200,000 207,000 GEORGE BUSH E WIDENING TBD WF0390567 88,000 0 50,000 25,000 GREENS PRAIRIE WTR LINE LOWERING - WF0351806 230,000 0 0 230,000 TEXAS AVE. RELOCATION SOUTH WT9804 WF0351282 950,000 0 0 430,000 SOUTHSIDE WATER REHAB A WF0379021 115,000 0 0 115,000 WEST PARK - TBD 1,075,000 0 0 0 COLLEGE PARK/BREEZY HEIGHTS - TBD 1,270,000 0 0 0 SOUTH KNOLL - TBD 1,175,000 0 0 0 SOUTHWOOD 5-7 - TBD 985,000 0 0 0 McCULLOCH - TBD 925,000 0 0 0 THE KNOLL - TBD 900,000 0 0 0 SOUTHSIDE WATER REHAB STUDY WT0105 WF0360070 50,000 170 0 95,000 CLOSED PROJECTS 105,494 SUBTOTAL 117,697$ 535,000$ 1,387,000$ PRODUCTION PROJECTS WELL #6 AND LINE WT0004 WF0352591 2,963,000 299,980$ 0$ 721,000$ WELL #7 WT0106 WF0353607 2,064,000 187,836 0 78,000 WELL #7 COLLECTION LINE WT0203 WF0353621 2,600,000 6,350 494,000 51,000 PARALLEL WELLFIELD COLL LINE PH I WT0205 WF0353553 1,802,000 0 795,000 110,000 COOLING TOWERS EXPANSION TBD TBD 1,829,000 0 0 0 PARALLEL WATER TRANSMISSION WT0005 WF0350259 8,273,000 2,858,658 0 685,000 WATER TRANSMISSION-SH21 - VILLA MARIA WT0116 WF0352317 5,754,000 262,203 440,000 278,000 LAND ACQUISITION - WELLS & PUMP STATION WT0206 TBD 1,250,000 0 300,000 0 DOWLING ROAD 10MG GST WT0117 WF0353631 3,851,000 106,853 84,000 125,000 DOWLING ROAD PUMP STATION PIPING TBD TBD 1,332,000 0 130,000 0 WELLS 4 & 5 PUMP REPLACEMENTS - TBD 150,000 0 0 0 WATER PLANT SECURITY TBD 305,000 0 0 0 EMERGENCY ELECTRIC POWER TBD 780,000 0 0 0 CLOSED PROJECTS 651,000 511,304 0 0 SUBTOTAL 4,233,184$ 2,243,000$ 2,048,000$ 208 WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 4,401,403$ 4,401,403$ 207,352$ 234,352$ 75,552$ 112,752$ 130,752$ 0$ 0$ 9,300,000$ 8,400,000$ 7,600,000$ 1,700,000$ 4,100,000$ 175,000 175,000 225,000 125,000 75,000 50,000 50,000 10,400,000 10,400,000 1,000,000 1,000,000 500,000 500,000 500,000 0 0 0 0 0 0 0 10,575,000$ 10,575,000$ 10,525,000$ 9,525,000$ 8,175,000$ 2,250,000$ 4,650,000$ 14,976,403$ 14,976,403$ 10,732,352$ 9,759,352$ 8,250,552$ 2,362,752$ 4,780,752$ 285,000 285,000 285,000 285,000 285,000 285,000 285,000 0000000 38,000 63,000 0 0 0 0 0 0 0 0 0 0 0 0 0 470,000 0 0 0 0 0 0 0 0 0 0 0 0 1,075,000 1,075,000 0 0 0 0 0 0 0 1,270,000 0 0 0 0 0 0 0 1,175,000 0 0 0 0 0 0 0 985,000 0 0 0 0 0 0 0 1,120,000 0 0 0 0 0 0 0 900,000 0 0 0 0 0 0 0 1,398,000$ 1,893,000$ 1,555,000$ 1,460,000$ 1,270,000$ 1,405,000$ 1,185,000$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 106,000 470,000 1,276,000 0 0 0 0 109,000 789,000 1,670,000 0 0 0 0 215,000 1,477,000 0 0 0 0 0 0 0 52,000 1,777,000 0 0 0 3,277,000 1,274,000 0 0 0 0 75,000 75,000 790,000 1,574,000 3,847,000 0 0 0 0 200,000 400,000 371,000 279,000 0 95,000 95,000 1,280,000 2,244,000 0 0 0 80,000 80,000 1,252,000 0 0 0 0 150,000 150,000 0 0 0 0 0 305,000 305,000 0 0 0 0 0 530,000 530,000 240,000 0 0 298,000 0 1,235,000$ 4,942,000$ 7,772,000$ 7,216,000$ 5,995,000$ 577,000$ 0$ 209 WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 REVISED FY02-03 PROJECT APPROVED TOTAL PROJECT WORK REQUEST BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 DISTRIBUTION PROJECTS OVERSIZED LINES PARTICIPATION & PLANNING WT0200 ANNUAL 0$ 75,000$ 75,000$ VICTORIA WATER OP TBD TBD 100,000 0 100,000 100,000 BARRON ROAD WATER OP TBD TBD 150,000 0 150,000 35,686 WESTSIDE WATER SERVICES WT9703 WF0353641 3,087,000 48,938 0 80,000 WATER IMPACT FEE WT9905 TBD 359,000 0 0 0 PARK PLACE ELEVATED WATER STORAGE WT0012 WF0353817 3,679,000 2,531,140 0 586,000 WATER RECLAIM / IRRIGATION WT0110 TBD 3,468,000 445 0 0 DARTMOUTH WATER EXTENSION PII TBD WF0350795 220,000 0 220,000 0 JONES-BUTLER WATER EXT PHII TBD TBD 17,000 0 17,000 3,000 ROCK PRAIRIE WATER EXT WELLBORN - WF0352094 2,403,823 168,599 0 481,000 ARRINGTON RD WATER MAIN WELLBORN - WF0379145 612,763 0 0 123,000 BARRON ROAD WELLBORN CUSTOMERS - WF0379197 2,044,845 0 0 409,000 LICK CREEK/ROCK PRAIRIE WELLBORN - WF0379226 157,406 0 0 31,000 CLOSED PROJECTS 0 725,742 SUBTOTAL 3,474,864$ 562,000$ 1,923,686$ ANNEXATION PROJECTS WELLBORN RD N OF GANDY (AREA 1) TBD 448,000 0$ 44,800$ 44,800$ GREENS PR. W. OF ARRINGTON (AREA 2) TBD 347,000 0 34,700 34,700 NANTUCKET E. OF HARPER'S FERRY (AREA 3) TBD 80,000 0 0 0 ROCK P RD S OF CARTER LAKE (AREA 5) TBD 670,000 0 0 0 GREENS PR. RD CORRIDOR EAST (AREA 6) TBD 612,000 0 0 0 0$ 79,500$ 79,500$ GENERAL AND ADMINISTRATIVE 269,883 275,000 275,000 DEBT ISSUANCE COST 125 0 100,000 TOTAL EXPENDITURES 58,554,837$ 8,095,753$ 3,694,500$ 5,813,186$ GAAP ADJUSTMENT 132,698$ ENDING FUND BALANCE:8,544,589$ 2,181,903$ 4,401,403$ 210 WATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 200,000$ 200,000$ 200,000$ 200,000$ 200,000$ 200,000$ 200,000$ 0 0 0 0 0 0 0 0 114,314 0 0 0 0 0 0 2,598,000 0 0 0 0 0 0 0 212,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 3,468,000 0 220,000 0 0 0 0 0 0 14,000 0 0 0 0 0 403,823 1,922,823 0 0 0 0 0 489,763 489,763 0 0 0 0 0 1,635,845 1,635,845 0 0 0 0 0 126,406 126,406 0 0 0 0 0 2,855,837$ 7,321,151$ 412,000$ 200,000$ 200,000$ 200,000$ 3,668,000$ 22,400$ 22,400$ 380,800$ 0$ 0$ 0$ 0$ 312,300 312,300 0 0 0 0 0 0 0 0 80,000 0 0 0 67,000 67,000 67,000 268,000 268,000 0 0 61,200 61,200 61,200 244,800 244,800 0 0 462,900$ 462,900$ 509,000$ 592,800$ 512,800$ 0$ 0$ 150,000 150,000 150,000 150,000 125,000 50,000 75,000 0 0 100,000 65,000 35,000 0 0 6,101,737$ 14,769,051$ 10,498,000$ 9,683,800$ 8,137,800$ 2,232,000$ 4,928,000$ 8,874,666$ 207,352$ 234,352$ 75,552$ 112,752$ 130,752$ (147,248)$ 211 WASTEWATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 REVISED FY02-03 PROJECT APPROVED TOTAL PROJECT WORK REQUEST BUDGET ACTUAL FY 02-03 ESTIMATED NUMBER NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:9,375,458$ 6,440,563$ 6,440,563$ ADDITIONAL RESOURCES: UTILITY REVENUE BONDS 6,159,100$ 0$ 0$ INTEREST ON INVESTMENTS 375,195 100,000 300,000 TRANSFERS FROM OPERATIONS 00 INTER GOVERNMENTAL 0 270,000 0 OTHER 12,130 0 0 SUBTOTAL ADDITIONAL RESOURCES 6,546,425$ 4,370,000$ 300,000$ TOTAL RESOURCES AVAILABLE 15,921,883$ 7,721,213$ 6,740,563$ REHABILITATION PROJECTS COLLECTION SYSTEM REHAB SS0209 ANNUAL 13,074 285,000$ 205,000$ CARTERS CREEK SCREW LIFT SYSTEM TBD WF0376687 1,292,280 0 286,000 290,400 FIRST & MAPLE STREETS REHAB SS0212 WF0351778 81,300 4,011 75,000 77,000 HENSEL PARK LIFT STATION SS0203 WF0354063 460,000 88,841 77,000 371,000 LIFT STATION #2 FORCEMAIN REALIGNMENT - TBD 300,000 0 0 0 HWY 30 TURNAROUND SS0207 WF0350071 300,000 153,429 0 147,000 TEXAS AVE. RELOCATION SOUTH SS0003 WF0351341 1,600,000 51,999 0 540,000 SOUTHSIDE SEWER UPGRADE A - WF0379101 80,000 0 0 80,000 WEST PARK - TBD 1,500,000 0 0 0 COLLEGE PARK/BREEZY HEIGHTS - TBD 880,000 0 0 0 SOUTH KNOLL - TBD 830,000 0 0 0 SOUTHWOOD 5-7 - TBD 1,175,000 0 0 0 McCULLOCH - TBD 925,000 0 0 0 THE KNOLL TBD 1,000,000 0 0 0 CLOSED PROJECTS 177,165 SUBTOTAL 488,519 723,000$ 1,710,400$ COLLECTION OVERSIZE PARTICIPATION & PLANNING SS0200 ANNUAL 0 250,000 250,000 WESTSIDE SEWER SERVICE SS9702 TBD 2,634,000 624,415 0 0 NORTHEAST TRUNK EXPAN. PHASE I SS9805 WF0351744 530,000 0 0 300,000 DARTMOUTH PHII TBD WF0350773 50,000 0 50,000 0 JONES-BUTLER WASTEWATER EXTENSION TBD TBD 32,500 0 32,500 2,500 GEORGE BUSH DR EAST WIDENING ST9804 WF0390568 12,000 0 0 0 STEEPLECHASE IMPACT FEE - WF0354517 1,000,000 0 0 6,550 LIFT STATION #1 GRAVITY LINE - TBD 120,000 0 0 0 LICK CREEK PARALLEL TRUNK LINE - TBD 3,000,000 0 0 0 MATERIAL STAGING STORAGE AREA - USC - TBD 70,000 0 0 0 CLOSED PROJECTS 1,724 0 SUBTOTAL 626,139$ 332,500$ 559,050$ TREATMENT LICK CREEK TRUNK & PLANT EXPANSION SS9806 WF0355780 10,813,000$ 7,474,645$ 0$ 455,000$ ODOR CONTROL SS9810 WF0354125 1,554,000 187,636 0 62,000 SLUDGE PROCESSING IMPROVEMENTS SS9904 WF0363214 1,823,000 0 0 0 CC PLANT DEMO & MAINT. BLDG SS0204 TBD 250,000 0 150,000 100,000 WASTEWATER PLANT SECURITY - TBD 210,000 0 0 0 CCWWTP PAVEMENT/REPAIRS IMP - TBD 557,000 0 0 0 EMERGENCY ELECTRIC POWER TBD 215,000 0 0 0 CLOSED PROJECTS SS0105 - 651,000 7 400,087 0 0 SUBTOTAL 8,062,368$ 150,000$ 617,000$ 212 WASTEWATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 3,351,213$ 3,351,213$ 377,493$ 249,233$ 606,033$ 352,233$ 332,233$ 4,000,000$ 4,000,000$ 6,300,000$ 3,100,000$ 3,800,000$ 1,500,000$ 1,500,000$ 100,000 100,000 50,000 25,000 25,000 10,000 10,000 0 0 00000 270,000 270,000 0 0 0 0 0 0000000 4,370,000$ 4,370,000$ 6,350,000$ 3,125,000$ 3,825,000$ 1,510,000$ 1,510,000$ 7,721,213$ 7,721,213$ 6,727,493$ 3,374,233$ 4,431,033$ 1,862,233$ 1,842,233$ 285,000$ 285,000$ 285,000$ 285,000$ 285,000$ 285,000$ 285,000$ 667,920 667,920 333,960 0 0 0 0 00 0 0 0 0 0 0 0 0 0 0 0 0 300,000 300,000 0 0 0 0 0 0 0 0 0 0 0 0 300,000 1,010,000 0 0 0 0 0 0 0 0 0 0 0 0 1,500,000 1,500,000 0 0 0 0 0 0 0 1,305,000 0 0 0 0 0 0 0 830,000 0 0 0 0 0 0 0 1,175,000 0 0 0 0 0 0 0 925,000 0 0 0 0 0 0 0 1,000,000 3,052,920$ 3,762,920$ 1,923,960$ 1,115,000$ 1,460,000$ 1,210,000$ 1,285,000$ 250,000 250,000 250,000 250,000 250,000 250,000 250,000 0 0 1,978,000 0 0 0 0 0 0 0 0 0 0 0 0 50,000 0 0 0 0 0 0 30,000 0 0 0 0 0 0 12,000 0 0 0 0 0 1,000,000 1,000,000 0 0 0 0 0 35,000 35,000 85,000 0 0 0 0 0 0 0 1,250,000 1,750,000 0 0 77,000 77,000 0 0 0 0 0 1,362,000$ 1,454,000$ 2,313,000$ 1,500,000$ 2,000,000$ 250,000$ 250,000$ 0$ 0$ 0$ 0$ 0$ 0$ 0$ 0 0 0 0 0 0 0 234,000 466,000 1,269,000 0 0 0 0 0 150,000 0 0 0 0 0 210,000 210,000 0 0 0 0 0 330,000 330,000 227,000 0 0 0 0 215,000 215,000 0 0 0 0 0 0 0 0 0 0 0 0 989,000$ 1,371,000$ 1,496,000$ -$ -$ -$ -$ 213 WASTEWATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 REVISED FY02-03 PROJECT APPROVED TOTAL PROJECT WORK REQUEST BUDGET ACTUAL FY 02-03 ESTIMATED NUMBER NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 ANNEXATION PROJECTS WELLBORN RD N OF GANDY (AREA 1) TBD 618,000 0 61,800 61,800 GREENS PR. W. OF ARRINGTON (AREA 2) TBD 360,000 0 36,000 36,000 NANTUCKET E. OF HARPER'S FERRY (AREA 3) TBD 201,000 0 20,100 20,100 ROCK P RD S OF CARTER LAKE (AREA 5) TBD 207,000 0 0 0 GREENS PR. RD CORRIDOR EAST (AREA 6) TBD 375,000 0 0 0 -$ 117,900$ 117,900$ CLOSED PROJECTS 252,720 0 0 GENERAL AND ADMINISTRATIVE 336,969 200,000 325,000 DEBT ISSUANCE COST 0 20,000 60,000 TOTAL EXPENDITURES 34,413,800$ 9,766,715$ 1,543,400$ 3,389,350$ GAAP ADJUSTMENT 285,395$ ENDING FUND BALANCE:6,440,563$ 6,177,813$ 3,351,213$ 214 WASTEWATER SERVICE CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED FY 04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED PROJECTED APPROPRIATIONS FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 30,900 30,900 525,300 0 0 0 0 324,000 324,000 0 0 0 0 0 180,900 180,900 0 0 0 0 0 0 0 0 20,700 186,300 0 0 0 0 0 37,500 337,500 0 0 535,800$ 535,800$ 525,300$ 58,200$ 523,800$ -$ -$ 0 0 0 0 0 0 0 200,000 200,000 200,000 75,000 75,000 50,000 0 20,000 20,000 20,000 20,000 20,000 20,000 0 6,159,720$ 7,343,720$ 6,478,260$ 2,768,200$ 4,078,800$ 1,530,000$ 1,535,000$ 1,561,493$ 377,493$ 249,233$ 606,033$ 352,233$ 332,233$ 307,233$ 215 DRAINAGE UTILITY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 PROJECT REVISED PROJECT BUDGET ACTUAL FY 02-03 BUDGET ESTIMATE NUMBER AMOUNT FY 01-02 APPROPRIATIONS FY 02-03 BEGINNING FUND BALANCE:5,764,491$ 6,560,593$ 6,560,593$ ADDITIONAL RESOURCES: UTILITY REVENUES 982,760$ 1,009,500$ 1,021,000$ INTEREST ON INVESTMENTS 232,168 150,000 170,000 BOND PROCEEDS 785,000 1,000,000 1,000,000 INTERGOVERNMENTAL 0 0 0 TRANSFERS IN 0 0 281,839 SUBTOTAL ADDITIONAL RESOURCES 1,999,928$ 2,159,500$ 2,472,839$ TOTAL RESOURCES AVAILABLE 7,764,419$ 8,720,093$ 9,033,432$ BEE CREEK (COMBINED) SD9802 2,500,000$ 12,458$ 500,000$ 500,000$ BEE CREEK PH. IV & V. SD0001 1,400,000 21,394 0 100,000 WPC - TEXAS TO BYPASS SD9901 3,000,000 71,211 0 100,000 GREENWAYS PROJECTS SD9903 3,640,000 109,126 1,000,000 1,480,909 MINOR DRAINAGE IMPROVEMENTS SD0002 ANNUAL 225,108 250,000 0 HALEY TBD 50,000 0 0 50,000 SOUTHSIDE DRAINAGE IMPROVEMENTS 550,000 0 0 260,000 INSBRUCK DETENTION POND ACCESS TBD 200,000 0 0 40,000 VAL VERDE VALLEY GUTTER TBD 200,000 0 0 0 BEE CREEK (LANCELOT TO GUADALUPE) TBD 200,000 0 0 0 WPC (REDMOND TERRACE) TBD 680,000 0 0 0 BEE CREEK (GLADE TO LEMON TREE) TBD 50,000 0 0 0 STORMWATER MAPPING TBD 0 0 0 0 DRAINAGE/STORMWATER MASTERPLAN SD0204 22,000 50,000 50,000 DRAINAGE MAINTENANCE ANNUAL 350,000 410,748 353,727 DRAINAGE MAINTENANCE SLA's ANNUAL 0 0 0 CLOSED PROJECTS 150,820 0 0 OTHER COSTS 8,360 0 GENERAL & ADMIN. 192,146 220,000 220,000 DEBT ISSUANCE COSTS 5,400 10,000 10,000 TOTAL EXPENDITURES 1,168,023$ 2,440,748$ 3,164,636$ GAAP ADJUSTMENT ($35,803) ENDING FUND BALANCE:6,560,593$ 6,279,345$ 5,868,796$ 216 DRAINAGE UTILITY CAPITAL IMPROVEMENT PROJECTS FISCAL YEAR 2003-2004 THROUGH FISCAL YEAR 2008-2009 APPROVED TOTAL FY 03-04 BUDGET PROJECTED PROJECTED PROJECTED PROJECTED PROJECT PROJECT APPROPRIATION FY 03-04 FY 04-05 FY 05-06 FY 06-07 FY 07-08 FY 08-09 5,868,796$ 5,868,796$ 1,459,895$ 5,938$ 31,738$ 22,762-$ 136,838$ 1,041,400$ 1,041,400$ 1,062,200$ 1,094,100$ 1,126,900$ 1,160,700$ 1,195,500$ 160,000 160,000 30,000 10,000 11,000 11,000 12,000 855,000 855,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 2,056,400$ 2,056,400$ 1,092,200$ 1,104,100$ 1,137,900$ 1,171,700$ 1,207,500$ 7,925,196$ 7,925,196$ 2,552,095$ 1,110,038$ 1,169,638$ 1,148,938$ 1,344,338$ 0$ 2,000,000$ 0$ 0$ 0$ 0$ 0$ 0 1,000,000 0 0 0 0 0 0 1,000,000 0 0 0 0 0 0 882,056 882,057 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 290,000 0 0 0 0 0 160,000 160,000 0 0 0 0 0 0 0 0 0 200,000 0 0 200,000 200,000 0 0 0 0 0 0 0 680,000 0 0 0 0 0 0 0 0 0 50,000 0 0 50,000 50,000 50,000 50,000 0 0 0 50,000 0 0 0 0 0 376,639 376,639 387,900 399,500 411,500 423,800 436,500 163,809 163,809 263,200 345,800 247,900 255,300 263,000 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 282,797 282,797 283,000 283,000 283,000 283,000 283,000 10,000 10,000 0 0 0 0 0 1,193,245$ 6,465,301$ 2,546,157$ 1,078,300$ 1,192,400$ 1,012,100$ 982,500$ 6,731,951$ 1,459,895$ 5,938$ 31,738$ (22,762)$ 136,838$ 361,838$ 217 Embracing the Past Exploring the Future SPECIAL REVENUE FUNDS HOTEL/MOTEL FUND The primary funding source for the Hotel/Motel Fund is the Hotel/Motel Tax, a consumption type tax authorized under state statute. This tax allows the City to collect up to its current tax rate of 7% on rental income of hotels and motels within the city limits. The uses of the funds derived from the tax are limited to 1) promotion of tourism, 2) promotion and support of the arts, and 3) directly attributable administrative costs. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. Hotel/Motel tax revenue is projected to increase by 7.87% over the FY 03 revised budget to $2,173,500. Revenues are also received from ticket and concession sales at facilities such as Wolf Pen Creek. The revenues previously received from the operation of the Conference Center on George Bush Drive have been moved to the General Fund. The expenditures for the George Bush Drive Conference Center have been moved to the General Fund in the FY 04 approved budget. Expenditures and transfers in the Hotel/Motel Fund are projected to decrease by 22.99% over the FY 03 budget. The primary reason for this decrease is the move of the George Bush Drive Conference Center expenditures to the General Fund, and the removal of the $600,000 transfer for the new Conference Center project that was scheduled for FY 03. The Arts Council approved budget for FY 04 is $300,000. The Arts Council request is below the 15% limit that can be spent on art programs out of the Hotel/Motel Fund. These funds are for the operations of the Arts Council. The Convention & Visitors Bureau approved budget is $915,200. This includes funds for the ongoing operations and maintenance of the Convention and Visitor Bureau. This also includes the funding that was previously given to the Brazos Valley Sports Foundation. Funds for the future operation of the new conference center in the amount of $670,000 were also approved. However, since this budget was prepared the proposed conference center was halted and will not be constructed at the proposed site with the proposed partner. The City Council is currently considering options on this matter. 219 HOTEL/MOTEL FUND FUND SUMMARY % CHANGE FY 03 FY 03 FY 04 FY 04 IN BUDGET FY 02 REVISED YEAR-END BASE APPROVED FROM FY03 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 04 BEGINNING FUND BALANCE 1,353,645$ 1,454,422$ 1,454,422$ 851,346$ 851,346$ REVENUES TAXES 1,926,009$ 2,015,000$ 2,100,000$ 2,173,500$ 2,173,500$ 7.87% TICKETS & CONCESSIONS 25,341 4,320 8,500 8,500 8,500 96.76% RENTALS 114,668 114,800 105,000 3,000 3,000 (97.39%) INVESTMENT EARNINGS 79,577 75,000 56,500 40,000 40,000 (46.67%) OTHER 17,822 20,100 4,000 4,000 4,000 (80.10%) TOTAL REVENUES 2,163,417$ 2,229,220$ 2,274,000$ 2,229,000$ 2,229,000$ (0.01%) TOTAL FUNDS AVAILABLE 3,517,062$ 3,683,642$ 3,728,422$ 3,080,346$ 3,080,346$ (16.38%) EXPENDITURES AND TRANSFERS CITY OPERATIONS CONFERENCE CENTER OPER.260,121$ 280,116$ 281,184$ 0$ 0$ (100.00%) PARKS PROGRAMS & EVENTS 306,176 458,047 445,292 343,433 343,433 (25.02%) 30/60 CORR. CONV. CENTER DEBT 148,052 0 0 0 0 N/A 30/60 CORR. CONV. CENTER CAPITAL 0 600,000 600,000 0 0 (100.00%) 30/60 CORR. CONV. CENTER OPER.196,062 416,000 416,000 670,000 670,000 61.06% ELECTRIC FUND DEBT SERVICE 0 40,000 0 0 0 (100.00%) OTHER 11,829 6,200 6,200 6,200 6,200 0.00% TOTAL CITY OPERATIONS 922,240$ 1,800,363$ 1,748,676$ 1,019,633$ 1,019,633$ (43.37%) ORGANIZATIONS CONVENTION & VISITORS BUREAU 668,000$ 668,000$ 668,000$ 868,000$ 915,200$ 37.01% BRAZOS VALLEY SPORTS FOUND.192,000 200,000 200,000 0 0 (100.00%) ARTS COUNCIL 280,400 260,400 260,400 260,400 300,000 15.21% BUSH LIBRARY COMMITTEE 0 0 0 0 0 N/A TOTAL ORGANIZATIONS 1,140,400$ 1,128,400$ 1,128,400$ 1,128,400$ 1,215,200$ 7.69% CONTINGENCY 0$ 25,000$ 0$ 40,000$ 40,000$ 60.00% TOTAL OPERATING EXPENSES AND TRANSFERS 2,062,640$ 2,953,763$ 2,877,076$ 2,188,033$ 2,274,833$ (22.99%) INCREASE (DECREASE) IN FUND BALANCE 100,777$ (724,543)$ (603,076)$ 40,967$ (45,833)$ ENDING FUND BALANCE 1,454,422$ 729,879$ 851,346$ 892,313$ 805,513$ 220 HOTEL/MOTEL FUND-SOURCES TAXES 98% INVESTMENT EARNINGS 2% OTHER REVENUE SOURCES MAKE UP LESS THAN 1% HOTEL/MOTEL FUND-USES 30/60 CORR. CONV. CENTER OPER. 29% PARKS PROGRAMS & EVENTS 15% CONTINGENCY 2% ARTS COUNCIL 13% CONVENTION & VISITORS BUREAU 41% 221 COMMUNITY DEVELOPMENT FUND The Community Development Fund is used to account for grants received by the City for use in revitalizing low-income areas and addressing the needs of its low and moderate income citizens. This fund pays for the direct operating costs. This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The City has submitted an action plan to HUD for two grants for FY 04, the Community Development Block Grant (CDBG) and the Home Grant. The CDBG program is a federal entitlement program that provides the basic funding for general programs and administration. The grant allows administrators flexibility in the use of funds for a wide variety of eligible activities. The HOME grant is a yearly entitlement grant that can only be used for housing programs that assist Low/Moderate Income (LMI). The City currently uses this grant for owner-occupied rehabilitation assistance, down payment assistance, and the Optional Relocation Program. Fund are also approved for Tenant Based Rental Assistance (TBRA), Community Development Housing Organizations (CHDO) activities, and new construction. Both the CDBG and HOME allocations are based on a formula that includes criteria such as the age and condition of a community’s housing stock, incidents of overcrowding, and the demographic characteristics of the city. Community Development Funds are also used for capital projects in areas that qualify for these funds. For FY 04, the City proposes approximately $4.6 million in total authorization from the federal government. This number is comprised of new authorization and remaining authorization from prior fiscal years. FY 04’s grants include $3,069,732 in Community Development Block Grant funds, $1,523,340 in HOME Investment Partnership Grant funds, and $20,000 in program income. COMMUNITY DEVELOPMENT FUND - SOURCES CDBG 67% HOME 33% COMMUNITY DEVELOPMENT FUND - USES CAPITAL PROJECTS 45% PUBLIC SERVICES 4% HOME BUYER'S ASSIST. 4% AFFORD. HOUSING 4% CODE ENFORCEMENT 2% NEW CONST. 5% CHDO 9% OTHER 1% REIMBUR. ADMIN 8% COMM. REHAB 6% ACQUISITIONS 2% ORP 9% RESIDENTIAL 21% 222 CITY OF COLLEGE STATION COMMUNITY DEVELOPMENT FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING FUND BALANCE 872,856$ 706,842$ 706,842$ 726,842$ 726,842$ REVENUES GRANTS CDBG 1,410,624$ 2,418,262$ 932,362$ 3,069,732$ 3,069,732$ 27% HOME 728,917 1,636,420 457,244 1,523,340 1,523,340 -7% PROGRAM INCOME 36,680 20,000 20,000 20,000 20,000 0% LOAN REPAYMENTS 8,762 0 0 0 0 N/A INTEREST ON LOANS 864 0 0 0 0 N/A CEDAR CREEK PROCEEDS 0 0 0 0 0 N/A OTHER 0 0 0 0 0 N/A TOTAL REVENUES 2,185,847$ 4,074,682$ 1,409,606$ 4,613,072$ 4,613,072$ 13% TOTAL FUNDS AVAILABLE 3,058,703$ 4,781,524$ 2,116,448$ 5,339,914$ 5,339,914$ 12% EXPENDITURES AND TRANSFERS CDBG HOUSING ASSIST/REHAB 8,624$ 42,602$ 24,889$ 24,147$ 24,147$ -43% OPTIONAL RELOCATION 55,819 49,865 34,327 40,957 40,957 -18% CLEARANCE/DEMOLITION 0 30,000 1,460 28,540 28,540 -5% ACQUISITIONS 29,722 64,704 42,057 240,000 240,000 271% INTERIM ASSISTANCE 0 5,000 0 5,000 5,000 0% COMMERCIAL REHABILITATION 253,164 72,520 0 72,520 72,520 0% RENTAL REHAB 0 40,000 0 0 0 -100% PUBLIC SERVICES 173,131 183,000 183,000 206,850 206,850 13% EXTERNAL PUBLIC FACILITY 186,335 0 0 0 0 N/A CODE ENFORCEMENT 37,865 102,369 89,143 83,970 83,970 -18% REIMBURSED ADMIN 245,156 244,000 242,030 275,800 275,800 13% CAPITAL OUTLAY 0 0 0 0 0 N/A OTHER CURRENT EXPENDITURES 12,685 20,000 0 0 0 -100% GENERAL GOVT PROJECTS 0 0 0 0 0 N/A PUBLIC FACILITY PROJECTS 557,030 1,584,202 315,456 2,091,948 2,091,948 32% TOTAL CDBG EXP.1,559,533$ 2,438,262$ 932,362$ 3,069,732$ 3,069,732$ 26% HOME HOUSING ASSIST/REHAB 270$ 152,974$ 97,713$ 205,261$ 205,261$ 34% OPTIONAL RELOCATION 350,333 307,469 42,608 273,442 273,442 -11% HOMEBUYER'S ASSISTANCE 0 242,061 82,144 162,585 162,585 -33% CHDO/CHDO OPER. EXP.7,690 384,975 85,000 343,932 343,932 -11% NEW CONSTRUCTION 258,147 353,191 72,579 305,612 305,612 -13% TENANT BASED RENTAL ASST.17,250 50,000 7,800 42,200 42,200 -16% CHDO OPERATING EXPENSES 100,583 86,350 10,000 114,336 114,336 32% REIMBURSED ADMIN 58,055 59,400 59,400 75,972 75,972 28% CAPITAL OUTLAY 0 0 0 0 0 N/A TOTAL HOME EXP.792,328$ 1,636,420$ 457,244$ 1,523,340$ 1,523,340$ -7% CEDAR CREEK AFFORDABLE HOUSING 0$ 100,000$ 0$ 0$ 0$ -100% TOTAL CEDAR CREEK EXP.0$ 100,000$ 0$ 0$ 0$ -100% TOTAL OPERATING EXPENSES AND TRANSFERS 2,351,861$ 4,174,682$ 1,389,606$ 4,593,072$ 4,593,072$ 10% EXPENDITURES UNDER (OVER) REVENUES (166,014)$ ($100,000) $20,000 20,000$ 20,000$ GAAP 0$ ENDING FUND BALANCE 706,842$ 606,842$ 726,842$ 746,842$ 746,842$ 223 The Wolf Pen Creek TIF Fund accounts for ad valorem tax and other revenues that are accrued to the WPC TIF District. The fund also accounts for expenditures on projects that take place in the district. The TIF receives ad valorem taxes from the City, School District and County on the incremental increase in assessed valuation (captured value) over the base year (1989). This fund is prepared on the modified accrual basis of accounting. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. The ad valorem revenue estimate of $693,000 is based on a captured value of about $40 million. Short term debt in the amount of $2.3 million was issued in FY 02 in order to provide the resources to complete more of the projects in the Wolf Pen Creek District. The bonds will be paid back over the remaining life of the TIF. These funds will be used primarily for trails in the corridor. This approach will allow more Wolf Pen Creek projects to be completed in a shorter time frame. In FY 04 expenditures totaling $2,553,803 are approved. These expenditures are for the capital projects in the Wolf Pen Creek area, as well as the debt service for the debt issued in 2002 for capital projects. Funds remaining at the end of the year will be retained in the fund and programmed as specific projects are identified. Key projects either underway or planned for these funds include the Wolf Pen Creek Lower Trails Phase 1 which was completed in 2003. Also included is the first phase of the upper trails project, and the construction of a parking lot project. Additional trail projects are also planned over the next several years. Other projects are also being reviewed. WOLF PEN CREEK TAX INCREMENT FINANCING (TIF) FUND 224 CITY OF COLLEGE STATION WOLF PEN CREEK TIF FUND SUMMARY % CHANGE FY 03 FY 03 FY 04 FY 04 IN BUDGET FY02 REVISED YEAR-END BASE APPROVED FROM FY03 ACTUAL BUDGET ESTIMATE BUDGET BUDGET TO FY 04 BEGINNING BALANCE 1,290,945$ 3,231,563$ 3,231,563$ 2,284,863$ 2,284,863$ REVENUES AD VALOREM TAXES COCS 121,026$ 146,000$ 146,000$ 185,987$ 185,987$ 27.39% AD VALOREM TAXES CSISD 215,216 245,000 245,000 353,000 353,000 44.08% AD VALOREM TAXES BRAZOS CO 93,991 107,000 107,000 154,000 154,000 43.93% INVESTMENT EARNINGS 102,250 60,000 65,000 40,000 40,000 (33.33%) OTHER 0 0 0 0 0 TRANSFERS 120,000 0 0 0 0 PROCEEDS FROM LONG-TERM DEBT 2,316,800 0 0 0 0 N/A TOTAL REVENUES 2,969,283$ 558,000$ 563,000$ 732,987$ 732,987$ 31.36% TOTAL FUNDS AVAILABLE 4,260,228$ 3,789,563$ 3,794,563$ 3,017,850$ 3,017,850$ (20.36%) EXPENDITURES AND TRANSFERS CAPITAL PROJECTS 511,147$ 1,910,000$ 1,016,500$ 1,924,000$ 1,924,000$ 0.73% ENGINEERING (1)0 0 0 150,000 150,000 N/A TRANSFERS (BRIDGE)505,000 0 0 0 0 N/A DEBT SERVICE 0 492,500 492,500 479,103 479,103 OTHER 12,518 700 700 700 700 0.00% TOTAL OPERATING EXPENSES AND TRANSFERS 1,028,665$ 2,403,200$ 1,509,700$ 2,553,803$ 2,553,803$ 6.27% INCREASE (DECREASE) IN FUND BALANCE 1,940,618$ (1,845,200)$ (946,700)$ (1,820,816)$ (1,820,816)$ ENDING FUND BALANCE 3,231,563$ 1,386,363$ 2,284,863$ 464,047$ 464,047$ Notes: 1) Use $150,000 for design of projects during FY 04 and program balance of dollars available for projects in FY 05 WPC PROJECTS TOTAL CURRENT PROJECTS PROJECT LOWER TRAILS PhASE 1 1,430,000$ UPPER TRAILS PHASE 1 1,948,000 PARKING LOT 70,000 TOTAL CURRENT PROJECTS 3,448,000$ WOLF PEN CREEK TIF FUND - SOURCES INVEST. EARNINGS 5%TAXES BRAZOS CO 21% TAXES COCS 26% TAXES CSISD 48% WOLF PEN CREEK TIF FUND - USES DEBT SERVICE 19% ENGINEER. 6% CAPITAL PROJECTS 75% 225 The Cemetery Perpetual Care Fund accounts for sales of cemetery lots and other revenues that are accrued through the College Station Cemetery. The fund also accounts for expenditures on projects that take place in the Cemetery. For FY 03, revenue earnings are estimated at $139,020. A service level adjustment for $55,500 comprises the only expenditure in this account for FY 04. This funding is approved to add landscaping to improve the aesthetics of the rear entrance to the Cemetery, and to increase the roadbed size to allow two-way traffic. This fund is prepared on the modified accrual basis of accounting. Under this basis, revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of several items. The full listing of these exceptions can be found in the Financial Policies on page F-1. CEMETERY PERPETUAL CARE FUND 226 CITY OF COLLEGE STATION CEMETERY PERPETUAL CARE FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING BALANCE 635,563$ 743,067$ 743,067$ 932,490$ 932,490$ REVENUES SALE OF CEMETERY LOTS 90,618$ 0$ 115,000$ 117,300$ 117,300$ N/A INVESTMENT INCOME 25,289 0 24,017 28,222 28,222 OTHER 5,125 0 50,406 0 0 N/A TOTAL REVENUES 121,032$ 0$ 189,423$ 145,522$ 145,522$ N/A TOTAL FUNDS AVAILABLE 756,595$ 743,067$ 932,490$ 1,078,012$ 1,078,012$ 45.08% EXPENDITURES AND TRANSFERS CEMETERY MAINTENANCE 6,094$ 0$ 0$ 0$ 55,500$ N/A OTHER 7,434 0 0 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 13,528$ 0$ 0$ 0$ 55,500$ N/A INCREASE (DECREASE) IN FUND BALANCE 107,504$ 0$ 189,423$ 145,522$ 145,522$ GAAP 0$ ENDING FUND BALANCE 743,067$ 743,067$ 932,490$ 1,078,012$ 1,078,012$ CEMETERY PERPETUAL CARE FUND - SOURCES INVESTMENT INCOME 19% SALE OF CEMETERY LOTS 81% CEMETERY PERPETUAL CARE FUND - USES CEMETERY MAINTENANCE 100% 227 Embracing the Past Exploring the Future INTERNAL SERVICE FUNDS INTERNAL SERVICES FUND The Internal Services Fund is a combination of the internal services of Communications, Fleet Services and Print/Mail within the City of College Station. In an effort to better control costs, the fund receives revenues based on the expected costs associated with the aforementioned services and uses them to pay for those specific services. The Internal Services Fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. Estimates for annual funding levels have been developed using a number of techniques that forecast printing and mail costs, communications maintenance costs and fleet maintenance costs. The policies that were approved to set up the fund is as follows: 1. Specific charges will be assigned to each printing job based on number of pages, binding, stapling, folding, etc. This revenue will be used to pay for all labor, materials and overhead costs associated with internal printing. 2. Each department will be charged an annual mail-handling fee based on the costs associated with the collection, distribution and processing of mail within the City. 3. The copiers in City Hall (Fiscal Services and Human Resources) were moved into the Print/Mail Division. There will be a copy charge for every copy made on the copiers mentioned above. All other copiers will be expensed within the operating budgets of the departments using the copiers. 4. Annual communications maintenance charges will be prorated based on the number of phones and radios in each department. All other miscellaneous maintenance charges are forecast based on the number of work orders in the previous year. These charges will be used to pay for all expenses related to each specific function in the Communications Division. 5. Each department that has been assigned vehicles will be charged an annual maintenance fee to cover inspections and maintenance problems. Base budget revenues for the fund reflect the above policies. The revenues are transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund all expenses related to the specific functions. Print/Mail Fund The total approved revenues for FY 04 are $381,399, an increase of 0.97% over the FY 03 revised budget. The FY 04 approved expenditures are $367,321, an increase of 1.13% over the FY 03 revised budget. Communications Fund Revenues in this fund are projected to decrease 1.24% from the revised budget of FY 03. This decrease is mainly attributable to the lack of transfers in FY 04. Expenditure in this fund, are approved to increase by 0.12% to $679,360. The budget includes one service level adjustment in the amount of $18,951 for uninterruptable power supply replacement costs. Fleet Fund In FY 04, revenues in the Fleet Fund are projected to decrease by 4.94%. This decrease is due mainly to the reduction in fleet charges to Departments throughout the City’s organization. The FY 04 approved expenditures are $1,265,384, an increase of 0.88% from the previous fiscal year. This increase includes a SLA in the amount of $11,585 for hydraulic vehicle lifts. 229 CITY OF COLLEGE STATION PRINT/MAIL FUND FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES PRINTING CHARGES 297,799$ 300,000$ 290,000$ 295,800$ 295,800$(1.40%) MAIL CHARGES 74,489 77,734 75,335 84,289 84,289 8.43% COPIER CHARGES 000 0 0 N/A OTHER FEES 000 0 0 N/A INVESTMENT EARNINGS (391) 0 1,390 1,310 1,310 N/A TOTAL REVENUES 371,897$ 377,734$ 366,725$ 381,399$ 381,399$0.97% EXPENDITURES PRINT/MAIL 335,228$ 315,740$ 332,052$ 319,051$ 321,492$1.82% OPERATING EXPENSES 0 134 0 0 0 (100.00%) GENERAL AND ADMIN. TRANS.41,138 47,327 47,327 45,829 45,829 (3.17%) TOTAL EXPENDITURES 376,366$ 363,201$ 379,379$ 364,880$ 367,321$1.13% GAAP ADJUSTMENT (1,364)$ INCREASE (DECREASE)(4,469)$ 14,533$(12,654)$ 16,519$ 14,078$ IN WORKING CAPITAL BEGINNING WORKING CAPITAL 44,907$ 39,074$ 39,074$ 26,420$ 26,420$ ENDING WORKING CAPITAL 39,074$ 53,607$ 26,420$ 42,939$ 40,498$ PRINT/MAIL FUND - SOURCES PRINTING CHARGES 78% MAIL CHARGES 22% PRINT/MAIL FUND - USES PRINT/MAIL 88% GENERAL AND ADMIN. TRANSFERS 12% 230 CITY OF COLLEGE STATION PRINT/MAIL DIVISION SUMMARY EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 PRINT/MAIL 353,140$ 315,540$ 331,997$ 319,051$ 321,492$ 1.89% DIVISION TOTAL 353,140$ 315,540$ 331,997$ 319,051$ 321,492$ 1.89% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 183,690$ 173,096$ 188,524$ 175,669$ 178,110$ 2.90% SUPPLIES 104,432 72,310 87,665 84,310 84,310 16.60% MAINTENANCE 5,682 9,245 10,538 10,683 10,683 15.55% PURCHASED SERVICES 46,740 60,889 45,270 48,389 48,389 (20.53%) CAPITAL OUTLAY 12,596 0 0 0 0 N/A DIVISION TOTAL 353,140$ 315,540$ 331,997$ 319,051$ 321,492$ 1.89% PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 PRINT/MAIL 5.0 5.0 5.0 5.0 5.0 0.00% DIVISION TOTAL 5.0 5.0 5.0 5.0 5.0 0.00% 231 CITY OF COLLEGE STATION COMMUNICATION FUND FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES COMMUNICATION CHARGES 607,557$ 658,600$658,600$ 700,100$ 700,100$6.30% TRANSFERS 0 50,800 50,800 00(100.00%) INVESTMENT INCOME (4,108) 0 (1,200) 500 500 N/A TOTAL REVENUES 603,449$ 709,400$708,200$ 700,600$ 700,600$(1.24%) EXPENDITURES OPERATIONS 532,234$ 593,565$568,971$ 555,414$ 579,360$(2.39%) OPERATING EXPENSES 00 00 0 N/A GEN. & ADMIN. TRANSFERS 85,000 85,000 85,000 100,000 100,000 17.65% TOTAL EXPENDITURES 617,234$ 678,565$653,971$ 655,414$ 679,360$0.12% GAAP ADJUSTMENT 4,862$ INCREASE (DECREASE) IN WORKING CAPITAL (13,785)$ 30,835$54,229$ 45,186$ 21,240$ BEGINNING WORKING CAPITAL (59,860)$ (68,783)$(68,783)$ (14,554)$ (14,554)$ ENDING WORKING CAPITAL (68,783)$ (37,948)$(14,554)$ 30,632$ 6,686$ COMMUNICATIONS FUND - SOURCES COMM. CHARGES 99.9% INVEST INCOME 0.1% COMMUNICATIONS FUND - USES GEN. & ADMIN. TRANSFER 15% OPS. 85% 232 CITY OF COLLEGE STATION COMMUNICATION SERVICES DIVISION SUMMARY EXPENDITURE BY ACTIVITY REVISED ESTIMATED BASE APPROVED %CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 COMMUNICATION SERV. 532,237$ 593,550$ 567,608$ 555,414$ 579,360$ (2.39%) DIVISION TOTAL 532,237$ 593,550$ 567,608$ 555,414$ 579,360$ (2.39%) EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED %CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 281,262$ 327,351$ 315,066$ 326,329$ 331,324$ 1.21% SUPPLIES 92,488 89,415 88,089 91,012 91,012 1.79% MAINTENANCE 107,796 120,189 111,773 102,478 102,478 (14.74%) PURCHASED SERVICES 50,691 56,595 52,680 35,595 54,546 (3.62%) CAPITAL OUTLAY 0 0 0 0 0 0.00% DIVISION TOTAL 532,237$ 593,550$ 567,608$ 555,414$ 579,360$ (2.39%) PERSONNEL SUMMARY BY ACTIVITY REVISED BASE APPROVED %CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 COMMUNICATION SERV 5.0 5.0 6.0 6.0 6.0 0.00% DIVISION TOTAL 5.0 5.0 6.0 6.0 6.0 0.00% SERVICE LEVEL ADJUSTMENTS 18,951$ COMMUNICATIONS TOTAL 18,951$ Uninterruptable Power Supply - Replacement Costs 233 CITY OF COLLEGE STATION FLEET MAINTENANCE FUND FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES FLEET CHARGES 1,295,567$ 1,333,000$1,343,600$1,265,000$ 1,265,000$(5.10%) INTEREST EARNINGS (4,379) 1,200 1,600 3,300 3,300 175.00% MISCELLANEOUS 858 0 0 0 0 N/A TOTAL REVENUES 1,292,046$ 1,334,200$1,345,200$1,268,300$ 1,268,300$(4.94%) EXPENDITURES PARTS 80,101$82,241$83,008$83,319$84,572$2.83% FLEET MAINTENANCE 1,040,017 1,025,092 1,023,480 1,028,470 1,048,512 2.28% GEN. & ADMIN. TRANSFERS 130,397 137,177 137,177 132,300 132,300 (3.56%) PAY PLAN ADJUSTMENTS 000 00N/A OPERATING EXPENSES 65,683 700 700 00(100.00%) CONTINGENCY 0 9,080 0 0 0 (100.00%) TOTAL EXPENDITURES 1,316,198$ 1,254,290$1,244,365$1,244,089$ 1,265,384$0.88% GAAP ADJUSTMENT 14,416$ INCREASE (DECREASE) IN WORKING CAPITAL (24,152)$ 79,910$100,835$24,211$ 2,916$ BEGINNING WORKING CAPITAL 11,869$ 2,133$ 2,133$ 102,968$ 102,968$ ENDING WORKING CAPITAL 2,133$82,043$102,968$127,179$105,884$ FLEET FUND - SOURCES FLEET CHARGES 99.7% INTEREST EARNINGS 0.3% FLEET FUND - USES FLEET MAINT. 83% GEN. & ADMIN. TRANSFERS 10% PARTS 7% 234 CITY OF COLLEGE STATION FLEET SERVICES DEPARTMENT SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 PARTS 80,100$ 82,241$ 83,008$ 83,376$ 84,629$ 2.90% ADMINISTRATION 1,038,765 1,025,092 1,021,472 1,028,413 1,048,455 2.28% DEPARTMENT TOTAL 1,118,865$ 1,107,333$ 1,104,480$ 1,111,789$ 1,133,084$ 2.33% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 591,057$ 626,686$ 625,689$ 626,582$ 636,292 1.53% SUPPLIES 454,322 410,476 407,949 410,467 410,467 0.00% MAINTENANCE 20,585 27,216 26,197 28,150 28,150 3.43% PURCHASED SERVICES 42,312 42,955 44,645 46,590 46,590 8.46% GENERAL CAPITAL 10,589 0 0 0 11,585 N/A OTHER PURCHASED SERVICES 0 0 0 0 0 N/A DEPARTMENT TOTAL 1,118,865$ 1,107,333$ 1,104,480$ 1,111,789$ 1,133,084$ 2.33% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 PARTS 2.0 2.0 2.0 2.0 2.0 0.00% ADMINISTRATION 13.0 13.0 13.0 13.0 13.0 0.00% DEPARTMENT TOTAL 15.0 15.0 15.0 15.0 15.0 0.00% SERVICE LEVEL ADJUSTMENTS FLEET SERVICES Three Equipment Lifts 11,585$ FLEET TOTAL 11,585$ 235 EQUIPMENT REPLACEMENT FUND The Equipment Replacement Fund is an internal service fund that provides equipment and fleet replacements within the City of College Station. In an effort to better control costs, the fund receives rental charges from departments based on the economic life of their equipment and vehicles. The fund then purchases replacement scheduled and/or as conditions warrant. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. Specific rental charges are based upon the estimated replacement price of the individual items. Specific approved replacement policies include the following: 1. All qualified existing fleet equipment will be replaced through the equipment replacement fund. Other equipment will be replaced through the budget process. 2. Each department will be charged an annual replacement fee based on the useful life and anticipated replacement cost of each vehicle assigned to that department. A team made up of representatives from user departments and Fiscal Services will review fleet replacement lists to ensure that the guidelines are being met and that funds are available to replace needed equipment. 3. Each department will be charged for the phone system based on the number of phones it is assigned. Charges for the 800 MHz radio system will be prorated in the same manner. These charges will continue after the interfund loan has been recovered in order to replace the phone and radio systems in the future. 4. The Police and Fire Department will be charged for the Mobile Data Terminal system being installed. These changes will ensure that the system can be replaced in the future. 5. Each department will be charged an annual copier replacement rental fee based upon the number of authorized copiers. Fiscal Services and Office of Technology and Information Services representatives will evaluate each department’s copier needs on a case by case basis to determine whether the purchase or continual rental of a copier is the most efficient course of action. Replacement copiers will be purchased through the Equipment Replacement Fund. New (additions to the inventory) copiers will be funded through individual department’s operating budget. 6. Other equipment, not specifically detailed above, will be handled in a similar manner. Representatives of affected departments will be responsible for meeting with Fiscal Services to determine if inclusion in the Equipment Replacement Fund is warranted. Base budget revenues for the fund reflect the above policies. The revenues are automatically transferred from departmental budgets on a monthly basis to ensure that sufficient funds will be available to fund expenses related to the specific functions. The approved FY 04 total revenues are $2,422,060, 3.45% higher than the FY 03 revised budget. The approved equipment replacement budget also includes $917,000 for the replacement of the City telephone system. Funds have been placed in the replacement fund since 1994 when the phone system was last replaced. The approved FY 04 total expenditures are $3,363,756, a 6.63% increase from the FY 03 revised budget. 236 CITY OF COLLEGE STATION EQUIPMENT REPLACEMENT FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 . BEGINNING WORKING CAPITAL 4,464,732$ 6,463,815$ 6,463,815$ 6,463,815$ 6,609,413$ REVENUES FLEET RENTALS 2,521,958$ 1,729,345$ 1,781,220$ 1,822,410$ 1,822,410 5.38% PHONE SYSTEM RENTALS 50,328 74,587 74,590 77,910 77,910 4.46% 800 MHZ RENTALS 181,820 152,914 152,910 171,940 171,940 12.44% MOBILE DATA SYSTEM RENTALS 80,190 93,500 93,400 97,400 97,400 4.17% COPIER RENTALS 46,797 55,855 55,860 54,480 54,480 (2.46%) OTHER EQUIPMENT RENTALS 0 0 0 0 0 N/A RESERVE FOR FUTURE VEHICLE PURCHASE 0 0 0 0 0 INVESTMENT & OTHER 265,344 235,000 179,030 197,920 197,920 (15.78%) CERTIFICATE OF OBLIGATION 0 0 958,902 0 0 OTHER NONOPERATING 946,045 0 0 0 0 N/A TOTAL REVENUES 4,092,482$ 2,341,201$ 3,295,912$ 2,422,060$ 2,422,060$ 3.45% EXPENDITURES FLEET REPLACEMENT 1,954,146$ 2,877,314$ 2,877,314$ 1,810,900$ 1,931,400$ (32.87%) PHONE SYSTEM REPLACEMENT 00 0 0 917,000 N/A 800 MHZ SYSTEM REPLACEMENT 0 0 0 0 0 N/A MOBILE DATA SYSTEM REPLACEMENT 9,704 0 0 0 0 N/A COPIER REPLACEMENT 41,023 61,425 57,000 111,600 111,600 81.68% OTHER EQUIPMENT REPLACEMENT 4,500 0 0 0 0 N/A DEBT SERVICE TRANSFER 0 216,000 216,000 403,756 403,756 DEBT ISSUANCE COST 0 0 0 0 0 TOTAL NET EXPENDITURES 2,009,373$ 3,154,739$ 3,150,314$ 2,326,256$ 3,363,756$ 6.63% GAAP ADJUSTMENTS (84,026)$ INCREASE (DECREASE) IN WORKING CAPITAL 2,083,109$ (813,538)$ 145,598$ 95,804$ (941,696)$ ENDING WORKING CAPITAL 6,463,815$ 5,650,277$ 6,609,413$ 6,559,619$ 5,667,717$ EQUIPMENT REPLACEMENT FUND - SOURCES FLEET RENTALS 76% MOBILE DATA SYSTEM RENTALS 4% COPIER RENTALS 2% 800 MHZ RENTALS 7% PHONE SYSTEM RENTALS 3% INVESTMENT & OTHER 8% EQUIPMENT REPLACEMENT FUND - USES FLEET REPLACEMENT 58% PHONE SYSTEM REPLACEMENT 27% COPIER REPLACEMENT 3% DEBT SERVICE TRANSFER 12% 237 Fleet and Equipment Replacement Department Vehicle #Year Cost Uniform Patrol 4185 2000 Patrol Car $ 30,000 Uniform Patrol 4177 2000 Patrol Car 30,000 Uniform Patrol 4178 2000 Patrol Car 30,000 Uniform Patrol 4179 2000 Patrol Car 30,000 Uniform Patrol 4180 2000 Patrol Car 30,000 Uniform Patrol 4181 2000 Patrol Car 30,000 Uniform Patrol 4182 2000 Patrol Car 30,000 Uniform Patrol 4184 2000 Patrol Car 30,000 Uniform Patrol 4183 2000 Patrol Car 30,000 CID 4208 1995 Jeep Wagon 17,500 CID 4207 1994 Cheverolet Lumina 17,500 Police Total $ 305,000 Suppression 5107 1993 Dodge Spirit 16,500 Prevention 5219 1994 Cheverolet 1/2 Ton Pick Up 17,500 Prevention 5213 1992 Ford Taurus Wagon 17,500 Fire Total $ 51,500 Facilities 1902 1990 Cheverolet 1/2 Pickup $ 17,500 Streets 3157 1999 Grasshopper Mower 10,000 Streets 3102 1990 JD Excavator 202,000 Streets 3107 1992 GMC Dump Truck 50,000 Traffic 3407 1998 Ford Expedition 26,000 Traffic 3405 1991 Ford Bucket Truck 70,000 Traffic 3408 1992 GMC 1/2 Ton Pick Up 20,500 Streets 3208 1998 721 D Grasshopper 7,700 Streets 3105 1991 GMC Dump Truck 50,000 Streets 3173 1991 Case Tractor 24,000 Fleet 3311 1990 Ford Service Truck 35,000 Drainage 3212 1998 Rhino Batwing Mower 12,500 Sanitation 7105 1993 Ford Pickup 17,500 Sanitation 7120 1998 Volvo Refuse Truck 155,000 Sanitation 7132 1998 Volvo Refuse Truck 155,000 Sanitation 7133 1998 Volvo Refuse Truck 155,000 Public Works Total $ 1,007,700 Operations 8325 1991 Dodge Ram Charger $ 23,000 Forestry 8407 1992 GMC 1/2 Ton Pick Up 17,500 Cemetery 8421 1997 Grasshopper Riding Mower 7,700 Parks Total $ 48,200 MIS 2601 1993 Ford Taurus Wagon $ 16,500 OTIS Total $ 16,500 Electric 9255 1989 Cheverolet Digger Derrick $ 122,000 Electric 9202 1991 GMC 1/2 Ton Pickup 17,500 Electric 9217 1981 Tension Puller 39,000 Electric 3 1986 Generator - East Bypass 25,000 Water 9401 1992 GMC 1/2 Ton Pickup 17,500 Wastewater 9567 1983 Case Tractor/Mower 40,000 Wastewater 9555 1990 GMC Van (TV Insp.) 121,000 Public Utilities Total $ 382,000 Total Replacement for the FY 04 Base Budget $ 1,810,900 Department Cost Forestry 1 Ton Cargo Passenger Van* $ 6,000 Wastewater TV Sewer Van* 74,000 Drainage Pick up truck 22,500 Drainage Tractor 18,000 Police CID Sedan ** 16,500 BVSWMA Generator*** 35,000 $ 172,000 *Upgrade costs associated with replacing vehicle 8407 and 9555. ** This vehicle is budgeted in the Police Department Budget. *** This equipment is budgeted in the BVSWMA Budget. Total New Fleet and Equipment for the FY 04 Approved Budget Fleet and Equipment Scheduled Replacements Fleet and Equipment Approved SLA's 238 UTILITY CUSTOMER SERVICE FUND The Utility Customer Service Fund is used to account for expenditures associated with meter services, billing, and collection for the City’s Electric, Water, Wastewater, Sanitation and Drainage utilities. This fund is prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. Revenues in the Utility Customer Service Fund are received as service charges from the various enterprise funds. Revenues are projected to be $2,324,126. FY 04 approved expenditures are $2,324,471 an increase of 0.41% from the FY 03 revised budget. Utility Customer Service has three Service Level Adjustments (SLAs). The first SLA, $30,000, will provide funding for the credit card payment option for customers. The second approved SLA, $48,000, for the purchase of software to read bar code return pay stubs. Also approved in this SLA is the reduction of a part-time position due to the efficiency of this automatic billing function. The final approved SLA provides $4,091 in replacement funds for uninterruptable power supply. 239 FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 REVENUES & SERVICE CHARGES SERVICE CHARGES 1,995,200$ 1,925,000$ 1,925,000$ 2,050,100$ 2,155,326$ 11.96% OTHER OPERATING REVENUE 162,260 180,250 160,000 164,800 164,800 -8.57% INVESTMENT INCOME 6,244 5,000 3,500 4,000 4,000 -20.00% NONOPERATING 514 0 120 0 0 N/A TOTAL REVENUES 2,164,218$ 2,110,250$ 2,088,620$ 2,218,900$ 2,324,126$ 10.14% TOTAL FUNDS AVAILABLE 2,232,671$ 2,278,819$ 2,257,189$ 2,236,725$ 2,341,951$ 2.77% DEPT. EXPENDITURES COLLECTIONS 1,057,427$ 1,228,220$ 1,181,791$ 1,275,488$ 1,371,869$ 11.70% METER SERVICE 389,647 466,886 460,861 426,876 432,121 -7.45% GENERAL AND ADMIN. TRANSFERS 595,487 596,712 596,712 486,881 490,481 -17.80% CONTINGENCY 0 23,084 0 30,000 30,000 29.96% EMPLOYEE BENEFITS TRANSFER 0 0 0 0 0 N/A CAPITAL OUTLAY 0 0 0 0 0 N/A TOTAL EXPENDITURES 2,042,561$ 2,314,902$ 2,239,364$ 2,219,245$ 2,324,471$ 0.41% GAAP ADJUSTMENT (21,541)$ TOTAL EXPENDITURES INCREASE (DECREASE) IN FUND BALANCE 121,657$ (204,652)$ (150,744)$ (345)$ (345)$ BEGINNING WORKING CAPITAL 68,453$ 168,569$ 168,569$ 17,825$ 17,825$ ENDING WORKING CAPITAL 168,569$ (36,083)$ 17,825$ 17,480$ 17,480$ CITY OF COLLEGE STATION UTILITY CUSTOMER SERVICE FUND FUND SUMMARY UTILITY CUSTOMER SERVICE FUND - SOURCES OTHER OPERATING REVENUE 7% SERVICE CHARGES 93% UTILITY CUSTOMER SERVICE FUND - USES COLLECT. 59% METER SERVICE 19% GENERAL AND ADMIN. TRANSFERS 21% CONTIN. 1% 240 CITY OF COLLEGE STATION UTILITY CUSTOMER SERVICE SUMMARY EXPENDITURE BY DIVISION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM DIVISION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 BILLING COLLECTIONS 1,057,426$ 1,228,220$ 1,181,791$ 1,275,488$ 1,371,869$ 11.70% METER SERVICES 389,648 466,886 460,861 426,876 432,121 (7.45%) UTILITY CUSTOMER SERVICE TOTAL 1,447,074$ 1,695,106$ 1,642,652$ 1,702,364$ 1,803,990$ 6.42% EXPENDITURE BY CLASSIFICATION REVISED ESTIMATED BASE APPROVED % CHANGE IN ACTUAL BUDGET YEAR END BUDGET BUDGET BUDGET FROM CLASSIFICATION FY 02 FY 03 FY 03 FY 04 FY 04 FY 03 TO FY 04 SALARIES & BENEFITS 1,110,531$ 1,179,848$ 1,151,060$ 1,241,995$ 1,244,030$ 5.44% SUPPLIES 55,089 64,390 61,612 64,500 68,591 6.52% MAINTENANCE 36,537 46,791 46,622 46,050 53,050 13.38% PURCHASED SERVICES 244,917 404,077 383,358 349,819 379,819 (6.00%) CAPITAL OUTLAY 0 0 0 0 58,500 0.00% UTILITY CUSTOMER SERVICE TOTAL 1,447,074$ 1,695,106$ 1,642,652$ 1,702,364$ 1,803,990$ 6.42% PERSONNEL SUMMARY BY DIVISION REVISED BASE APPROVED % CHANGE IN ACTUAL ACTUAL BUDGET BUDGET BUDGET BUDGET FROM DIVISION FY 01 FY 02 FY 03 FY 04 FY 04 FY 03 TO FY 04 BILLING COLLECTIONS 21.0 21 20.5 20.5 20.0 (2.44%) METER SERVICES 9.5 9.5 10.0 10.0 10.0 0.00% UTILITY CUSTOMER SERVICE TOTAL 30.5 30.5 30.5 30.5 30.0 (1.64%) SERVICE LEVEL ADJUSTMENTS BILLING COLLECTION Credit Card Cost Adjustment 30,000 Equip and Software to read Bar Codes 48,500 Uninterruptable Power Supply 4,091 UTILITY CUSTOMER SERVICE FUND $ 82,591 241 SELF INSURANCE FUND The City of College Station is partially self-insured for property casualty and general liability, worker's compensation and unemployment compensation. The City participates in a PPO for employee and dependent health care. The City moved to the PPO in January 2003. This move was made as a result of the escalating health insurance costs seen in recent years. 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. These Funds are prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non-cash transactions such as depreciation. The focus is on the net change in working capital. The City is making changes to the risk management program, which are designed to control costs in the Property Casualty Fund and the Workers Compensation Fund. Property casualty costs are anticipated to increase in the future as the cost of insurance increases. Changes being considered include increasing the deductibles for the City and implementing a proactive risk management and safety program in order to better control claims and therefore control costs. This effort includes implementing a citywide safety training program, as well as other revisions in the way risk is managed in the City. Workers Compensation Fund Approved premiums are based on the actual amounts received from the City’s employees. Due to an increase in the number of employees and rate, premiums in this fund have increased 67% over the FY 03 adjusted budget. Expenditures in this fund have increased 27% from the previous fiscal year to $510,645. The rising costs associated with claims and premiums largely contributed to this increase. The claim increases are a result of increased medical costs, and claims that were incurred in recent years. Property and Casualty Fund FY 04 approved revenues are based on the actual amounts assigned to the various operating activity centers. There will be an 11% increase over FY 03 for premiums and an overall decrease in revenues of 4%. Expenditures in this fund are projected to decrease by 3% in FY 04 to $509,145. Much of this decrease can be attributed to a reduction in pay outs on premiums. Employee Benefits Fund In FY 03, efforts to create a reserve in the fund so that future cost increases can be moderated were successful. An increase in health insurance premiums was approved for FY 03, as part of the effort to address continued cost increase in health insurance costs. These changes will continue to move the Employee Benefits Fund to a position of being self-sufficient. If the rate of growth continues to increase in health care costs, then the employee benefits fund will have to be re evaluated to determine what additional changes will need to be recommended. These changes have included charging employees for a portion of their health insurance cost. Additional premium increases are included in the approved FY 04 budget. The City is also actively participating in an effort to determine if there are benefits to the City, Brazos County, and the City of Bryan jointly providing health insurance. FY 04 expenditures are based on estimates of future claims, premiums, and other miscellaneous costs. Total approved expenditures are $4,506,437, an increase of 15% over the FY 03 revised budget. This increase is a result primarily of rising medical costs. Through education and training programs, efforts are being made to reduce the claims incurred. The City will continue to monitor claims to determine what additional plan changes need to be made. Unemployment Fund Revenues in this fund are collected much like the Workers Compensation Fund, based on employee collections. There is a 0.35% increase in expected FY 04 premiums over FY 03 budgeted revenues due to change in number of employees. Expenditures in this fund are expected to be the same as the previous fiscal year, $25,000. 242 CITY OF COLLEGE STATION WORKERS COMPENSATION FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING WORKING CAPITAL 236,936$ 235,835$ 235,835$ 63,645$ 63,645$ REVENUES PREMIUMS 308,934$ 300,000$ 318,000$ 500,390$ 500,390$ 66.80% OTHER 0 22,500 0 0 0 (100.00%) TRANSFERS 0 22,500 122,500 0 0 (100.00%) INVESTMENT EARN.13,542 15,000 3,300 3,000 3,000 (80.00%) TOTAL REVENUES 322,476$ 360,000$ 443,800$ 503,390$ 503,390$ 39.83% TOTAL FUNDS AVAIL.559,412$ 595,835$ 679,635$ 567,035$ 567,035$ (4.83%) EXPENDITURES AND TRANSFERS CLAIMS 172,707$ 238,500$ 310,000$ 200,000$ 200,000$ (16.14%) PREMIUMS 1,475 0 102,500 102,500 102,500 N/A ADMINISTRATION FEE 85,996 7,500 47,500 57,500 57,500 666.67% GENERAL & ADMIN.70,564 131,990 131,990 126,645 126,645 (4.05%) OTHER OPERATING 13,510 0 24,000 24,000 24,000 N/A OTHER NON-OPER.0 14,000 0 0 0 (100.00%) TRANSFERS 0 0 0 0 0 N/A CONTINGENCY 0 10,000 0 0 0 (100.00%) TOTAL OPERATING EXPENSES AND TRANSFERS 344,252$ 401,990$ 615,990$ 510,645$ 510,645$ 27.03% GAAP ADJUSTMENTS 20,675$ INCREASE (DECREASE) IN WORKING CAPITAL (21,776)$ (41,990)$ (172,190)$ (7,255)$ (7,255)$ ENDING WORKING CAPITAL 235,835$ 193,845$ 63,645$ 56,390$ 56,390$ WORKERS COMPENSATION FUND - USES INVEST. EARN. 1% PREMIUM 99% WORKERS COMPENSATION FUND - SOURCES CLAIMS 39% PREMIUM 20% ADMIN FEE 11% GENERAL & ADMIN. 25% OTHER OPERATING 5% 243 CITY OF COLLEGE STATION PROPERTY CASUALTY FUND SUMMARY FY 03 FY 03 FY 04 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE PROPOSED APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET SLAS BUDGET FY 03 TO FY 04 BEGINNING WORKING CAPITAL 582,299$ 512,289$ 512,289$ 463,778$ 463,778$ 463,778$ REVENUES PREMIUMS 418,997$ 392,000$ 392,000$ 434,740$ 0$ 434,740$ 10.90% INVESTMENT EARN.20,145 20,000 10,500 14,100 0 14,100 (29.50%) OTHER 106,967 92,500 42,500 35,000 0 35,000 (62.16%) TOTAL REVENUES 546,109$ 504,500$ 445,000$ 483,840$ 0$ 483,840$ (4.10%) TOTAL FUNDS AVAIL.1,128,408$ 1,016,789$ 957,289$ 947,618$ 463,778$ 947,618$ (6.80%) EXPENDITURES AND TRANSFERS CLAIMS 272,657$ 130,000$ 180,000$ 150,000$ 0$ 150,000$ 15.38% ADMINISTRATION FEE 3,500 7,500 9,350 17,500 0 17,500 133.33% PREMIUMS 236,529 227,700 158,670 200,000 0 200,000 (12.17%) GENERAL & ADMIN.70,563 131,991 131,991 126,645 0 126,645 (4.05%) OTHER OPERATING - N/A OTHER OPERATING 8,508 13,500 13,500 0 0 0 (100.00%) OTHER NON-OPER.0 0 0 0 0 0 N/A CONTINGENCY 0 15,000 0 15,000 0 15,000 0.00% TOTAL OPERATING EXPENSES AND TRANSFERS 591,757$ 525,691$ 493,511$ 509,145$ 0$ 509,145$ (3.15%) GAAP ADJUSTMENTS (24,362)$ INCREASE (DECREASE) IN WORKING CAPITAL (45,648)$ (21,191)$ (48,511)$ (25,305)$ 0$ (25,305)$ ENDING WORKING CAPITAL 512,289$ 491,098$ 463,778$ 438,473$ 463,778$ 438,473$ PROPERTY CASUALTY FUND - SOURCES INVESTMENT EARN. 3% OTHER 7% PREMIUMS 90% PROPERTY CASUALTY FUND - USES CONTINGENCY 3% PREMIUMS 40% ADMINISTRATION FEE 3% CLAIMS 29% GENERAL & ADMIN. 25% 244 CITY OF COLLEGE STATION EMPLOYEE BENEFITS FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING WORKING CAPITAL 137,910 759,285$ 759,285$ 1,278,096$ 1,278,096$ REVENUES CITY CONTRIBUTION 3,038,585$ 3,413,540$ 3,295,656$ 4,000,870$ 4,000,870$ 17.21% EMPLOYEE CONTRIB.634,693 715,000 955,260 1,050,800 1,050,800 46.97% COBRA 26,516 36,000 1,500 1,500 1,500 (95.83%) INVESTMENT EARN.35,054 45,000 30,220 46,540 46,540 3.42% OTHER 0 450 0 0 0 (100.00%) TOTAL REVENUES 3,734,848$ 4,209,990$ 4,282,636$ 5,099,710$ 5,099,710$ 21.13% TOTAL FUNDS AVAIL.3,872,758$ 4,969,275$ 5,041,921$ 6,377,806$ 6,377,806$ 28.34% EXPENDITURES AND TRANSFERS CLAIMS 1,071,639$ 150,000$ 9,525$ 5,000$ 5,000$ (96.67%) ADMINISTRATION FEE 129,737 174,000 47,000 174,000 174,000 0.00% PREMIUMS 2,170,034 3,454,200 3,637,300 4,181,417 4,181,417 21.05% GEN. & ADMIN.345 54,949 54,900 49,520 49,520 (9.88%) OTHER OPERATING 0 5,000 15,000 15,000 15,000 200.00% OTHER NON-OPER.392 1,500 100 1,500 1,500 0.00% CONTINGENCY 0 80,000 0 80,000 80,000 0.00% TOTAL OPERATING EXPENSES AND TRANSFERS 3,372,147$ 3,919,649$ 3,763,825$ 4,506,437$ 4,506,437$ 14.97% GAAP ADJUSTMENTS 258,674$ INCREASE (DECREASE) IN WORKING CAPITAL 362,701$ 290,341$ 518,811$ 593,273$ 593,273$ ENDING WORKING CAPITAL 759,285$ 1,049,626$ 1,278,096$ 1,871,369$ 1,871,369$ EMPLOYEE BENEFITS FUND - USES PREMIUMS 93% GEN. & ADMIN. 1% CONTINGENCY 2% ADMIN. FEE 4% EMPLOYEE BENEFITS FUND- SOURCES INVEST. EARN. 1% EMPLOYEE CONTRIB. 21% CITY CONTRIB. 78% 245 CITY OF COLLEGE STATION UNEMPLOYMENT COMPENSATION FUND SUMMARY FY 03 FY 03 FY 04 FY 04 % CHANGE IN FY 02 REVISED YEAR-END BASE APPROVED BUDGET FROM ACTUAL BUDGET ESTIMATE BUDGET BUDGET FY 03 TO FY 04 BEGINNING WORKING CAPITAL 117,158$ 112,631$ 112,631$ 91,011$ 91,011$ REVENUES PREMIUMS 0$ 28,300$ 0$ 28,400$ 28,400$ 0.35% INVESTMENT EARN.5,461 3,500 3,380 2,800 2,800 (20.00%) TOTAL REVENUES 5,461$ 31,800$ 3,380$ 31,200$ 31,200$ (1.89%) TOTAL FUNDS AVAIL.122,619$ 144,431$ 116,011$ 122,211$ 213,222$ 47.63% EXPENDITURES AND TRANSFERS CLAIMS 8,711$ 25,000$ 25,000$ 25,000$ 25,000$ 0.00% ADMINISTRATION FEE 0 0 0 0 0 N/A PREMIUMS 0 0 0 0 0 N/A GENERAL & ADMINISTRATIVE 0 0 0 0 0 N/A OTHER OPERATING 0 0 0 0 0 N/A TOTAL OPERATING EXPENSES AND TRANSFERS 8,711$ 25,000$ 25,000$ 25,000$ 25,000$ 0.00% GAAP ADJUSTMENTS (1,277)$ INCREASE (DECREASE) IN WORKING CAPITAL (3,250)$ 6,800$ (21,620)$ 6,200$ 6,200$ ENDING WORKING CAPITAL 112,631$ 119,431$ 91,011$ 97,211$ 97,211$ UNEMPLOYMENT FUND - SOURCES INVEST. EARNINGS 9% PREMIUMS 91% UNEMPLOYMENT FUND - USES CLAIMS 100% 246 APPENDICES APPENDIX A BUDGET ORDINANCES ORDINANCE NO. 2658 AN ORDINANCE ADOPTING A BUDGET FOR THE 2003-04 FISCAL YEAR AND AUTHORIZING EXPENDITURES AS THEREIN PROVIDED. WHEREAS, a proposed budget for the fiscal year October 1, 2003, to September 30, 2004, was prepared and presented to the City Council and a public hearing held thereon as prescribed by law and the Charter of the City of College Station, Texas, notice of said hearing having first been duly given; and WHEREAS, the City Council has reviewed and amended the proposed budget and changes as approved by the City Council have been identified and their effect included in the budget; now, therefore, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF COLLEGE STATION, TEXAS: PART 1:That the proposed budget as amended by the City Council of the City of College Station, which is made a part hereof to the same extent as if set forth at length herein, is hereby adopted and approved, a copy of which is on file in the Office of the City Secretary in College Station, Texas. PART 2: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. PART 3:That the City Manager and his authorized and designated employees, at his discretion, be, and are hereby authorized to sign or release utility easements; to negotiate and sign documents related to the settlement of disputed assessments for paving, weed mowing, demolition, and other disputes based on legal questions of whether the assessments are enforceable or other extenuating circumstances; to sign contracts and documents authorizing the payment of funds and to expend public funds for expenditures that are $50,000 or less; to sign change orders authorizing the expenditure of funds pursuant to SECTION 252.048 of the TEXAS LOCAL GOVERNMENT CODE or as provided in the original contract document. The intent of this section is to provide the ability to conduct daily affairs of the City which involve numerous decisions of a routine nature. PART 4:That the City Manager and his authorized and designated employees, at his discretion, be, and are hereby, authorized to provide for transfers of any unexpended or unencumbered appropriation balance within each of the various departments in the General Fund and within any other fund of the City in accordance with Section 60.4 of the Charter of the City of College Station and to authorize transfers of Contingent Appropriations within a fund up to an amount equal to expenditures that are $15,000 or less. The intent of this section is to A-1 A-2 Ordinance No.2658 ATTACHMENT “A” Potential FY04 QISV or Texas Department of Information Resources Purchases Estimated Projected ITEM Quantity Unit Cost Total Scheduled Replacement Replacement PCs 83 1,100 91,300 w/extended warranty Replacement Monitors 70 150 10,500 Replacement Printers 10 2,200 22,000 Replacement Laptops 35 2,100 73,500 Network Support Services (hours) 100 110 11,000 Replace 3 servers 3 15,500 46,500 Replace 2 servers 2 6,000 12,000 Server replacement parts (memory, hard drives, array controllers)10,000 Upgrade WindowsNT server to Windows2000 server software 4 505 2,020 Subtotal - Scheduled Replacement 208,300 Service Level Adjustments SLA - Installation of Microsoft Office XP 187 60,000 SLA - SCADA server 1 10,000 SLA - desktop computer setups 5 2,435 12,175 includes: desktop PC, extended warranty, network card, added memory, monitor standard software SLA - desktop computer w/extended warranty, monitors 4 1,250 5,000 SLA - printers 3 2,200 6,600 Subtotal - Service Level Adjustments 93,775 Unscheduled Replacements/Additions Estimated Additional PC setups 10 2,100 21,000 not identified specifically in budget includes: Monitor, network card, extended warranty, added memory Estimated Standard desktop software 10 335 3,350 not identified specifically in budget includes: Microsoft Office XP Norton Antivirus Estimated Additional Printers 5 1,500 7,500 not identified specifically in budget Subtotal - Unscheduled 31,850 A-3 Ordinance No.2658 Replacements/Additions Network Software on Master License Agreement (MLA) Border Manager 450 $5.21 $2,344.50 Groupwise 850 $17.19 $14,611.50 ZenWorks 550 $11.46 $6,303.00 Netware 890 $20.83 $18,538.70 Subtotal - Network Software on MLA $41,797.70 IBM Hardware and Software Maintenance Hardware Maintenance 36,220 AS400 software support 1 3,425 3,425 OS400 subscription 1 7,940 7,940 Subtotal - IBM Hardware and Software Maintenance 47,585 GIS Software Maintenance ArcInfo 8.1/8.2 Concurrent use Primary 1 3,520 3,520 ArcInfo 8.1/8.2 Concurrent use Secondary 3 1,410 4,230 ArcGIS Survey Analyst concurrent use Primary 1 590 590 ArcGIS Survey Analyst concurrent use Secondary 1 240 240 ArcView 8.X concurrent use Primary 2 825 1,650 ArcView 8.X concurrent use Secondary 17 586 9,970 ArcView 8.X single use Primary 4 588 2,350 ArcView 8.X single use Secondary 27 352 9,500 ArcGIS Spatial Analyst concurrent use Primary 1 590 590 ArcGIS Spatial Analyst concurrent use Secondary 3 263 790 ArcGIS 3D Analyst concurrent use Primary 1 590 590 ArcGIS 3D Analyst concurrent use Secondary 2 235 470 ArcGIS Tracking Analyst concurrent use Primary 1 590 590 ArcIMS Standard Edition Server/CPU 1 1,760 1,760 ArcSDE 8 or SDE 3 Server w/2 CPU 1 3,520 3,520 Subtotal - GIS Software Maintenance 40,360 HTE Software Maintenance Applicant Tracking 1 3,000 3,000 Document Management Service 3 950 2,850 Asset Management 1 3,520 3,520 Fleet Management 1 6,880 6,880 GMBA (GM) (Gen. Ledger, Budget, accounts payable, 1 15,700 15,700 extended reporting) 0 Accounts Receivables 1 2,310 2,310 Purchasing/Inventory 1 9,240 9,240 Payroll/Personnel 1 6,930 6,930 Customer Information Services 1 17,100 17,100 Cash Receipts 1 4,780 4,780 A-4 Ordinance No.2658 Land Management 1 3,000 3,000 Contact Management 1 5,200 5,200 Contract Billing 1 2,370 2,370 Continuing Property Records 1 17,700 17,700 Planning/Zoning 1 8,980 8,980 Building Permits 1 5,200 5,200 Code Enforcement 1 3,000 3,000 GUI client licenses 50 158 7,900 QREP catalogs 16 250 4,000 Impromptu (Cognos) licenses 15 263 3,945 Looking Glass Viewer 11 291 3,201 Click2Gov Wireless - Core 1 625 625 Click2Gov Wireless - BP 1 900 900 QREP Web Reporting 1 675 675 HTEMODs Retrofit 14 100 1,400 Human Resources 1 2,650 2,650 Application Tracking (Web) 1 250 250 Human Resources Escrow Maintenance 1 750 750 Subtotal - HTE Software Maintenance 144,056 Public Safety Software Maintenance Telestaff 1 3,705 3,705 Webstaff 1 2,400 2,400 Subtotal - Public Safety Software Maintenance 6,105 A-5 A-6 A-7 APPENDIX B SERVICE LEVEL ADJUSTMENTS FY 04 RECOMMENDED SERVICE LEVEL ADJUSTMENTS B-1 SAVINGS/ DEPARTMENT DESCRIPTION 1-T COST REOC. COST TOTAL REVENUES NET TOTAL 1 PC & Mktg.Media Specialist and Television Production Equip. 123,302 75,140 198,442 0 198,442 2 Economic Dev Signage for Northgate District 15,000 0 15,000 0 15,000 3 Parks Administrtation Wolf Pen Creek Signage 70,500 0 70,500 0 70,500 4 City Secretary Office Bond Election/Charter Election Cost 47,710 0 47,710 0 47,710 5 PC & Mktg Low Band Radio 95,000 0 95,000 0 95,000 6 Non Dept Public Art 150,000 0 150,000 0 150,000 7 Streets Maintenance Maintenance of Annexed Streets 0 91,000 91,000 0 91,000 8 Streets Annexed street overlay 1 yr of 5 200,000 0 200,000 0 200,000 9 Streets Thoroughfare Rehabilitations 300,000 0 300,000 0 300,000 10 PC & Mktg. Video Update - Golden Memories 5,000 0 5,000 0 5,000 11 Patrol Patrol Bike Replacement and Maintenance 4,323 4,282 8,605 0 8,605 12 Patrol Comprehensive Traffic Control/Selective Traffic Enforcement Program Grant 45,060 0 45,060 33,795 11,265 13 CID Criminal Investigation Division Sergeant 26,567 73,217 99,784 0 99,784 14 Planning Administration Annexation 60,000 0 60,000 0 60,000 15 Recreation City of College Station 65th Anniversary Celebration 25,130 0 25,130 0 25,130 16 MIS Microsoft Office XP Software (Year 2 of 2)60,000 0 60,000 15,000 45,000 Strategic Plan Related SLAs Total 1,227,592 243,639 1,471,231 48,795 1,422,436 17 Fiscal Services Appraisal District Fee Increase 0 16,000 16,000 0 16,000 18 Fire Suppression 0 29,000 29,000 0 29,000 Emergency Medical Prevention Maintenance SLAs Total 0 45,000 45,000 0 45,000 19 Fire Suppression Yr.3 Fire Station #5 Operations (3FTE) 19,380 181,150 200,530 0 200,530 20 Parks Operations Lick Creek, Phase I (outsource City Hall and Police Si 600 54,500 55,100 0 55,100 21 MIS Public Safety System Software 0 105,190 105,190 51,337 53,853 Capital Projects SLAs Total 19,980 340,840 360,820 51,337 309,483 22 Community Part time Intern 0 3,773 3,773 3,773 0 23 Community Programs Decision making for First Offenders Program 7,020 0 7,020 7,020 0 24 Municipal Court Court Collection Fees 0 51,416 51,416 199,502 (148,086) 25 Municipal Court Municipal Court Customer Service Representative 0 31,568 31,568 175,228 (143,660) 26 Municipal Court Municipal Court Payment plan compliance coord.0 34,152 34,152 90,000 (55,848) 27 Municipal Court Credit Court fees incurred by Customers 2,800 20,000 22,800 0 22,800 28 Municipal Court Overtime to serve Warrants 0 35,500 35,500 56,400 (20,900) 29 Human Resources Secretary upgrade (0.75 to 1.0 FTE)0 6,312 6,312 3,510 2,802 30 Accounting Inventory and Valuation of Non-Utility Infrastructure 20,000 0 20,000 0 20,000 31 Fire Admin Employee Recognition Program 0 7,500 7,500 0 7,500 32 Suppression Textbook Training Media 18,852 1,000 19,852 0 19,852 33 Emergency Mgmt Alert System 0 3,000 3,000 0 3,000 34 Suppression Commercial Washer Extractor 6,000 300 6,300 0 6,300 35 Prevention Digital cameras/Printer 2,750 250 3,000 500 2,500 36 Building Inspection Plans Examiner (1 FTE)3,160 43,344 46,504 0 46,504 37 Planning Administration TransCAD Modeling Software/Intern 16,516 995 17,511 0 17,511 38 Public Works Admin Safe Routes to School Grant consultant 20,000 0 20,000 0 20,000 39 Traffic Signal Uninterruped Power Supply for Traffic Signals at 6 traffic intersections 60,000 0 60,000 0 60,000 40 Parks Administration Large Format Copier 8,000 1,500 9,500 0 9,500 41 Operations Vehicle Upgrade 6,000 800 6,800 0 6,800 42 Recreation Athletic Officiating Costs 0 19,950 19,950 15,615 4,335 43 Otis Administration Electrical Franchise Agreement with BTU 100,000 0 100,000 0 100,000 44 E-Government Citizen contact Management Software 50,000 3,000 53,000 0 53,000 45 GIS Topography aerial map (Partial Cost)100,000 0 100,000 0 100,000 45 MIS Maintenance Cost for Software 0 3,755 3,755 0 3,755 46 Parks Admin Park Land Purchase - 2 acres off Rock Prairie Road 40,000 0 40,000 0 40,000 47 OTIS Uniterruptable Power Supply - Replacement Costs 47,984 9,207 57,191 0 57,191 48 All Depts Retired Benefit increase and 1% across the board 0 413,781 413,781 0 413,781 Other Total 509,082 691,103 1,200,185 551,548 648,637 FUND 001 General Fund Total Recommended 1,756,654 1,320,582 3,077,236 651,680 2,425,556 Maintenance B-2 SAVINGS/ DEPARTMENT DESCRIPTION 1-T COST REOC. COST TOTAL REVENUES NET TOTAL 49 Prevention Citation computers and digital cameras.12,950 1,300 14,250 0 14,250 FUND 202 Parking Fund Total Recommended 12,950 1,300 14,250 0 14,250 50 Electric Non- Departmental Maintenance Tools 0 8,000 8,000 0 8,000 51 Administration Advertising Program 0 170,000 170,000 0 170,000 52 Administration Concrete storage pad 40'x80'x6"25,000 0 25,000 0 25,000 53 Electric Non- Departmental Underground Electrical Cable Puller 59,100 11,120 70,220 0 70,220 54 Electric Non- Departmental High Potential Test Equipment 6,000 6,000 0 6,000 55 Electric Non- Departmental Three phase electrical power monitors.10,000 0 10,000 0 10,000 56 Warehouse One Warehouse Assistant 0 31,875 31,875 0 31,875 57 CSU/Energy Energy Conservation Public Awareness Programs 0 47,000 47,000 0 47,000 58 Electric Uninterruptable Power Supply - Replacement Costs 6,215 1,052 7,267 0 7,267 FUND-211 Electric Fund Total Recommended 106,315 269,047 375,362 0 375,362 59 Production Maint/equipment for interruptions/blackouts 0 72,800 72,800 0 72,800 60 Production Protective Coating on Pump Station Equip 40,000 0 40,000 0 40,000 61 Production Chlorine Covers 12,000 0 12,000 0 12,000 62 Production SCADA equipment.25,000 25,000 0 25,000 63 Production Training for technical personnel 0 5,000 5,000 5,000 64 Production Engineering design of Drainage Structure 45,000 0 45,000 0 45,000 FUND-212 Water Fund Total Recommended 97,000 102,800 199,800 0 199,800 65 Treatment TCEQ Mandate permit renewals for CC & LC 33,500 0 33,500 0 33,500 66 Collection Maint/Equipment for interuptions/blackouts 28,000 28,000 0 28,000 67 Treatment Closed circuit television camera, sewer Van 74,000 74,000 0 74,000 68 Collection SCADA Equipment 0 25,000 25,000 0 25,000 69 Collection SCADA Workstation/Office computer 7,750 7,750 0 7,750 70 Collection Training for Technical personnel 5,000 5,000 0 5,000 71 Treatment Uninterruptable Power Supply - Replacement Costs 11,066 2,644 13,710 0 13,710 FUND-213 Wastewater Fund Total Recommended 126,316 60,644 186,960 0 186,960 72 Billing Collection Credit Card payment option for Customers 30,000 30,000 0 30,000 73 Billing Collection Software to read stubs for payments 58,500 7,000 65,500 17,000 48,500 74 Billing Collection Uninterruptable Power Supply - Replacement Costs 3,301 790 4,091 0 4,091 FUND-226 Utility Customer Service FundTotal Recommended 61,801 37,790 99,591 17,000 82,591 75 Fleet Replace Vehicle Lifts 11,585 0 11,585 0 11,585 FUND-227 Fleet Services Fund Total Recommended 11,585 0 11,585 0 11,585 76 Communications Uninterruptable Power Supply - Replacement Costs 15,385 3,566 18,951 0 18,951 FUND-229 Communications Fund Recommended 15,385 3,566 18,951 0 18,951 77 Cemetery Cemetery Rear Entrance Improvements 55,000 500 55,500 0 55,500 FUND-351 Cemetery Fund Total Recommended 55,000 500 55,500 0 55,500 78 Drainage FTE Operator, 2 FTE Public Service 51,787 100,522 152,309 0 152,309 79 Drainage Mosquito Management Program 0 11,500 11,500 0 11,500 FUND-912 Drainage Total Recommended 51,787 112,022 163,809 0 163,809 B-3 SAVINGS/ DEPARTMENT DESCRIPTION 1-T COST REOC. COST TOTAL REVENUES NET TOTAL 80 BVSWMA Operations Rock Prairie Road Landfill Pre-Subtitle D and Subtitle D Cover 600,000 0 600,000 0 600,000 81 BVSWMA Operations Rock Prairie Road Landfill Sector 18 1,100,000 0 1,100,000 0 1,100,000 FUND-999 BVSWMA Capital Projects SLAs Total 1,700,000 0 1,700,000 0 1,700,000 82 Operations Replacement Generator 35,000 0 35,000 0 35,000 FUND-999 BVSWMA Total Recommended 35,000 0 35,000 0 35,000 Total All Funds 4,029,793 1,908,251 5,938,044 668,680 5,269,364 B-4 FY 03 NOT RECOMMENDED SERVICE LEVEL ADJUSTMENTS B-5 SAVINGS/ DEPARTMENT DESCRIPTION 1-T COST REOC. COST TOTAL REVENUES NET TOTAL 1 Patrol Patrol Officer 8,609 48,972 57,581 0 57,581 2 Comm/Jail 3 Communications Operators 0 111,768 111,768 0 111,768 3 Patrol HNT trailer and truck 51,895 9,280 61,175 0 61,175 4 Prevention Public Education Intern 8,958 8,958 0 8,958 5 Suppression Technology upgrade package.37,191 3,700 40,891 0 40,891 6 Planning Administration FTE GIS Technician 0 19,466 19,466 0 19,466 7 Administration Planning P & Z Food/Ice 0 4,550 4,550 0 4,550 8 Public Works Admin Traffic Calming 0 1,400 1,400 0 1,400 9 Public Works Admin Microstation design software 4,000 0 4,000 0 4,000 10 Public Works Admin Traffic simulation Software 4,500 500 5,000 0 5,000 11 Maintenance/Rec- Athletics/Operations Overtime Increases 0 13,183 13,183 0 13,183 13 Maintence Equipment Rental 0 2,000 2,000 0 2,000 14 MIS Network area storage 50,000 5,000 55,000 0 55,000 15 Library New Library hours staffing Sunday Hours 0 69,400 69,400 0 69,400 16 E-Government E-Government technician 16,000 49,301 65,301 0 65,301 17 Parks Operations Urban Forest Management Plan Risk Management Program Delivery 8,000 0 8,000 0 8,000 18 Parks Operations Urban Forest Management Plan Street Tree Inventory 20,000 0 20,000 0 20,000 FUND-001 General Fund Total 200,195 347,478 547,673 0 547,673 19 Production/Distribution Professional Consultant-Utility Master Planning/Asset Mgmt/Industry Best Practices 100,000 0 100,000 0 100,000 FUND-212 Water Fund Total 100,000 0 100,000 0 100,000 20 Treatment/Collection Professional Consultant-Utility Master Planning/Asset Mgmt/Industry Best Practices 100,000 0 100,000 0 100,000 FUND-213 Wastewater Fund Total 100,000 0 100,000 0 100,000 21 Commercial Multi Family Recycling Program 34,500 0 34,500 0 34,500 FUND-214 Sanitation Fund Total 34,500 0 34,500 0 34,500 22 Print Mail Additonal Staff/Tools 5,000 36,844 41,844 0 41,844 FUND-228 Print Mail Fund Total 5,000 36,844 41,844 0 41,844 23 Drainage Additional Operator and Equipment 55,896 43,250 99,146 0 99,146 24 Drainage 2 Drainage Inspectors 58,600 92,614 151,214 0 151,214 25 Drainage Drainage Dumptruck 34,000 8,000 42,000 0 42,000 FUND-912 Drainage Fund Total 148,496 143,864 292,360 0 292,360 26 Operations Full Time Equipment Operator 0 35,270 35,270 0 35,270 FUND-999 BVSWMA Fund Total 0 35,270 35,270 0 35,270 27 All Operating Funds 0000 0 ALL FUNDS 0 0 0 0 0 Total All Funds 588,191 563,456 1,151,647 0 1,151,647 B-6 Embracing the Past Exploring the Future APPENDIX C PERSONNEL SUMMARIES PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 General Fund Police Department Administration Div. Police Chief 1.0 1.0 1.0 92,159$ 93,856$ 99,459$ Major 1.0 1.0 0.0 76,179 79,748 0 Assistant Chief 2.0 2.0 2.0 143,996 152,497 154,923 Secretary 2.0 2.0 2.0 45,823 48,511 47,706 Sergeant 1.0 0.0 1.0 47,071 0 49,969 Staff Assistant 1.0 1.0 1.0 32,641 34,376 34,800 Lieutenant 0.0 1.0 1.0 0 63,788 64,376 Criminal Intelligence Analyst 0.0 1.0 0.0 0 46,366 0 Tech. Svcs. Cord. 1.0 1.0 1.0 51,047 55,575 53,108 Total 9.0 10.0 9.0 488,916$ 574,718$ 504,342$ Uniform Patrol Div. Lieutenant 3.0 3.0 3.0 172,190$ 172,528$ 174,621$ Master Officer 10.0 13.0 12.0 442,387 577,316 523,792 Police Officer 36.0 31.0 24.0 1,268,522 1,205,413 819,952 *School Crossing Guard 2.5 2.5 2.5 37,425 36,200 36,470 Senior Officer 9.0 11.0 18.0 346,979 413,919 654,051 Sergeant 7.0 7.0 7.0 339,234 345,691 346,304 Total 67.5 67.5 66.5 2,606,737$ 2,751,068$ 2,555,190$ Criminal Investigation Div. Lieutenant 1.0 1.0 1.0 58,918$ 56,665$ 57,542$ Master Officer 6.0 5.0 8.0 263,764 180,963 355,670 Police Officer 1.0 3.0 0.0 34,492 107,618 0 Senior Officer 5.0 4.0 5.0 188,778 150,513 185,838 Sergeant 1.0 1.0 2.0 47,070 48,633 97,997 Total 14.0 14.0 16.0 593,022$ 544,392$ 697,047$ Professional Standards Div. Lieutenant 1.0 1.0 1.0 54,093$ 56,761$ 55,802$ Sergeant 1.0 2.0 2.0 50,174 101,989 103,542 Master Officer 1.0 0.0 1.0 45,630 0 42,196 Police Officer 1.0 0.0 35,486 0 0 Total 4.0 3.0 4.0 185,383$ 158,750$ 201,540$ Quartermaster Div. Quartermaster 1.0 1.0 1.0 22,554$ 24,033$ 24,325$ Total 1.0 1.0 1.0 22,554$ 24,033$ 24,325$ Communication/Jail Div. Communication Manager 1.0 1.0 1.0 44,809$ 47,483$ 48,566$ Communication Supervisor 3.0 3.0 3.0 127,190 141,011 138,660 Sr. Communications Operator 0.0 3.0 5.0 0 92,069 148,486 Communications Operator 16.0 13.0 11.0 463,337 357,271 294,521 Public Safety Officer 7.0 7.0 7.0 257,726 181,880 176,939 Total 27.0 27.0 27.0 893,062$ 819,714$ 807,170$ Special Services Div. Lieutenant 1.0 1.0 1.0 58,217$ 60,920$ 61,648$ Master Officer 6.0 5.0 4.0 218,098 228,291 175,949 Senior Officer 1.0 1.0 0.0 37,024 37,647 0 Sergeant 0.0 1.0 1.0 0 31,297 51,037 Police Officer 0.0 1.0 2.0 0 35,397 68,385 Animal Control Officer 3.0 3.0 3.0 63,361 68,226 64,970 Total 11.0 12.0 11.0 376,700$ 461,778$ 421,990$ Information Services Div. Lieutenant 1.0 0.0 0.0 54,602$ 0$ 0$ Information Services Manager 1.0 1.0 1.0 42,128 43,358 46,069 Evidence Technician 1.0 1.0 1.0 25,466 26,715 25,142 Records Technician 4.0 4.0 4.0 89,361 103,399 93,213 Criminal Intelligence Analyst 1.0 0.0 1.0 44,555 0 46,085 Permit Cord. 0.0 0.0 0.0 0 0 0 Police Assistant 1.0 1.0 1.0 25,265 31,476 31,867 Total 9.0 7.0 8.0 281,377$ 204,948$ 242,375$ *Denotes a temporary/seasonal positionC-1 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Police Full Time Total 140.0 139.0 140.0 Part-Time/Seasonal Total 2.5 2.5 2.5 Department Totals 142.5 141.5 142.5 5,447,751$ 5,539,400$ 5,453,979$ General Fund Fire Department Fire Administration Fire Chief 1.0 1.0 1.0 82,792$ 87,667$ 89,633$ Planning and Research Cord. 1.0 1.0 1.0 48,201 49,839 49,944 Staff Assistant 1.0 1.0 1.0 32,499 33,480 23,884 Secretary 1.0 1.0 1.0 24,256 25,654 33,878 Total 4.0 4.0 4.0 187,748$ 196,640$ 197,340$ Emergency Management: Emergency Management Cord. 1.0 1.0 0.0 42,991$ 45,648$ 0$ Total 1.0 1.0 0.0 42,991$ 45,648$ 0$ Administration Div. Total 5.0 5.0 4.0 230,739$ 242,288$ 197,340$ Fire Suppression Div. Asst. Fire Chief 1.0 1.0 1.0 68,871$ 73,520$ 74,760$ Battalion Chief 3.0 3.0 3.0 169,696 176,768 178,880 Lieutenant 11.0 11.0 10.0 523,501 535,638 495,092 Fire Training Cord. 1.0 0.0 0.0 41,695 0 0 Apparatus Operator 9.0 10.0 11.0 379,685 428,545 481,952 Firefighter I 22.0 19.0 19.0 856,096 709,217 732,739 Firefighter II 3.0 6.0 5.0 91,784 201,471 173,644 Firefighter III 4.0 6.0 10.0 145,388 200,269 332,846 Total 54.0 56.0 59.0 2,276,716$ 2,325,427$ 2,345,828$ EMS Div. Apparatus Operator 3.0 5.0 5.0 124,172$ 208,410$ 214,064$ Fire/EMS Training Cord. 1.0 1.0 1.0 44,468 47,448 51,659 Firefighter I 21.0 22.0 20.0 867,084 825,464 764,652 Firefighter II 5.0 1.0 1.0 165,767 37,250 33,438 Firefighter III 0.0 1.0 3.0 0 32,788 86,927 Lieutenant- Fire 1.0 1.0 1.0 49,760 51,321 51,947 Total 31.0 31.0 31.0 1,251,251$ 1,202,682$ 1,202,686$ Fire Prevention Div. Fire Marshal 1.0 1.0 1.0 65,442$ 70,384$ 72,262$ Fire Prevention Officer 3.0 3.0 3.0 183,559 140,038 143,558 Code Enforcement Officer 3.0 4.0 4.0 87,537 115,790 121,015 Parking Enforcement Officer 2.0 2.0 2.0 41,242 43,461 44,123 Public Education Officer 1.0 1.0 1.0 42,768 44,949 45,484 Total 10.0 11.0 11.0 420,548$ 414,623$ 426,443$ Fire Full Time Total 100.0 103.0 105.0 *Part-Time/Seasonal Total 0.0 0.0 0.0 Department Totals 100.0 103.0 105.0 4,179,254$ 4,185,019$ 4,189,362$ General Fund Public Works Department Public Works Admin. Div. Director of Public Works 1.0 1.0 1.0 85,905$ 87,212$ 93,374$ Staff Assistant 2.0 2.0 2.0 60,521 63,079 63,545 Asst. Public Works Director 1.0 1.0 1.0 64,857 69,633 72,517 Greenways Program Manager 1.0 1.0 1.0 46,964 49,939 50,536 Assistant City Engineer 1.0 1.0 1.0 44,802 59,479 60,190 Customer Service Representative 1.0 1.0 1.0 24,219 25,526 25,623 Total 7.0 7.0 7.0 327,268$ 354,868$ 365,786$ Facilities Maintenance Div. Facility Maint. Superintendent 1.0 1.0 1.0 53,044$ 57,358$ 58,063$ Sr. Facility Maint. Technician 1.0 1.0 1.0 37,603 39,493 39,004 Facility Maint. Technician 4.0 5.0 5.0 128,770 161,936 164,421 Total 6.0 7.0 7.0 219,417$ 258,787$ 261,488$ *Denotes a temporary/seasonal positionC-2 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Streets Maintenance Div. Street Superintendent 1.0 1.0 1.0 56,911$ 59,479$ 60,190$ Foreman 2.0 1.0 1.0 70,825 36,819 36,351 Crew Leader 1.0 1.0 1.0 374,324 30,749 30,358 Equipment Operator 15.0 15.0 15.0 28,408 376,723 385,232 Public Service Worker 4.0 4.0 4.0 75,568 76,368 76,200 Total 23.0 22.0 22.0 606,036$ 580,138$ 588,331$ Drainage Div. Foreman 0.0 1.0 1.0 0$ 36,819$ 38,006$ Equipment Operator 5.0 5.0 6.0 127,342 129,521 157,021 Public Service Worker 0.0 0.0 2.0 0 0 36,600 Total 5.0 6.0 9.0 127,342$ 166,340$ 231,627$ Traffic Div. Signs Technician 2.0 2.0 3.0 50,932$ 48,688$ 87,072$ Total 2.0 2.0 3.0 50,932$ 48,688$ 87,072$ Public Works Engineering City Engineer 1.0 1.0 1.0 71,164$ 73,516$ 74,352$ Assistant City Engineer 1.0 1.0 0.0 61,417 63,180 0 Graduate Civil Engineer 3.0 3.0 4.0 147,928 148,079 204,285 Engineering Technician 4.0 4.0 3.0 139,453 145,740 115,963 *Public Works Intern 0.5 0.5 0.5 3,853 987 994 *Engineering Aide 1.0 1.0 1.0 22,302 22,402 22,552 *Field Data Technician 0.5 0.5 0.5 10,203 9,865 9,931 Total 11.0 11.0 10.0 456,320$ 463,769$ 428,077$ Traffic Signal Systems Traffic Systems Superintendent 1.0 1.0 1.0 57,419$ 59,479$ 60,190$ Traffic Systems Foreman 1.0 1.0 1.0 45,366 46,607 47,455 Traffic Signal Technician 3.0 3.0 3.0 114,344 108,928 121,518 Total 5.0 5.0 5.0 217,129$ 215,014$ 229,163$ Public Works Full Time Total 57.0 58.0 0.0 *Part-Time/Seasonal Total 2.0 2.0 0.0 Department Totals 59.0 60.0 63.0 2,004,444$ 2,087,604$ 2,191,544$ General Fund Parks & Recreation Department Parks & Recreation Administration Div. Director of Parks & Rec. 1.0 1.0 1.0 86,984$ 89,281$ 91,281$ Asst. Director of Parks & Rec. 1.0 1.0 1.0 69,957 73,911 74,065 Sr. Parks Planner 1.0 1.0 1.0 50,272 52,779 53,299 Parks Planner 2.0 2.0 2.0 88,055 92,882 93,316 Staff Assistant 1.0 1.0 1.0 30,058 31,711 32,076 Sr. Secretary 1.0 1.0 1.0 24,261 25,590 25,895 Secretary 2.0 2.0 2.0 39,140 44,100 45,400 *Receptionist 0.5 0.5 0.5 3,695 1,805 1,770 Total 9.5 9.5 9.5 392,422$ 412,059$ 417,101$ Admin. Div. Total 9.5 9.5 9.5 392,422$ 412,059$ 417,101$ Recreation Div. Hotel/Motel Programs Activity Center *Special Events Workers 0.5 0.5 0.5 2,610$ 2,617$ 2,617$ Total 0.5 0.5 0.5 2,610$ 2,617$ 2,617$ Recreation Administration Activity Center Recreation Superintendent 1.0 1.0 1.0 56,737$ 55,569$ 56,658$ Recreation Supervisor 1.0 1.0 1.0 43,470 46,060 47,654 Temp/Seasonal 0.0 0.0 0.5 0 1,410 1,414 Total 2.0 2.0 2.5 100,207$ 103,038$ 105,726$ *Denotes a temporary/seasonal positionC-3 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Recreation Athletics Activity Center Recreation Supervisor 2.0 2.0 2.0 93,432$ 96,116$ 96,537$ Asst. Recreation Supervisor 1.0 1.0 1.0 32,289 32,447 34,109 *Special Events Worker 3.0 3.0 3.0 56,811 56,967 56,967 Total 6.0 6.0 6.0 182,532$ 185,530$ 187,612$ Special Events Activity Center Recreation Supervisor 1.0 1.0 1.0 47,445$ 49,776$ 49,871$ *Recreation Assistant/ Special Events 1.5 1.5 1.5 9,865 13,272 13,272 Total 2.5 2.5 2.5 57,310$ 63,048$ 63,142$ Hotel/Motel Programs Activity Center *Special Events Workers 1.0 1.0 1.0 23,612$ 23,676$ 23,676$ Total 1.0 1.0 1.0 23,612$ 23,676$ 23,676$ Senior Services Activity Center Senior Services Cord. 0.5 0.5 0.5 16,300$ 19,395$ 19,841$ *Temp/Seasonal Workers 0.5 0.5 0.5 2,506 2,514 2,514 Total 1.0 1.0 1.0 2,506$ 21,909$ 22,355$ Recreation Div. Totals 13.0 13.0 13.5 368,777$ 399,818$ 405,128$ Special Facilities Div.: Special Facilities Administration Activity Center Recreation Superintendent 1.0 1.0 1.0 54,227$ 56,830$ 57,470$ Total 1.0 1.0 1.0 54,227$ 56,830$ 57,470$ Instruction Activity Center Recreation Supervisor 1.0 1.0 1.0 47,353$ 49,766$ 49,466$ Asst. Recreation Supervisor 1.0 1.0 1.0 32,736 28,230 34,611 *Tennis Leaders 0.5 0.5 0.5 12,947 12,983 12,983 *Water Safety Aides 2.0 2.0 2.0 33,902 33,995 33,996 *Swim Coach 2.0 2.0 2.0 24,666 24,734 24,734 Total 6.5 6.5 6.5 151,604$ 149,708$ 155,791$ Special Facilities Aquatic Activity Center Pools Supervisor 1.0 1.0 1.0 47,445$ 49,776$ 49,860$ Pool Technician 1.0 1.0 1.0 27,272 30,698 30,317 *Pool Manager/ Asst. Manager 6.0 6.0 6.0 104,004 104,289 103,717 *Lifeguards 10.0 10.0 10.0 160,860 161,301 161,200 *Other Pool Seasonal Employees 2.0 2.0 2.0 22,130 22,181 22,070 Total 20.0 20.0 20.0 361,711$ 368,245$ 367,163$ Special Facilities Conference Center Activity Center Conference Center Supervisor 1.0 1.0 1.0 46,633$ 49,070$ 49,481$ Assist. Conference Center Supervisor 1.0 1.0 1.0 27,353 30,701 30,877 Secretary 1.0 1.0 1.0 20,620 21,709 21,881 *Part-time Receptionist 1.0 1.0 1.0 9,681 7,019 7,016 *Building Attendant 2.5 2.5 2.5 34,495 27,576 27,734 Total 6.5 6.5 6.5 138,782$ 136,075$ 136,989$ Special Facilities Lincoln Center Activity Center Center Supervisor 1.0 1.0 1.0 43,539$ 45,848$ 47,541$ Center Assistant Supervisor 0.0 1.0 1.0 0 33,264 33,073 Building Attendant 1.0 0.0 0.0 19,097 0 0 Gym Attendant- Lincoln Center 0.5 0.0 0.0 12,671 237 0 Secretary 1.0 1.0 1.0 21,737 23,073 23,289 *Recreation Assistant 3.5 3.5 3.5 58,281 44,116 44,341 Total 7.0 6.5 6.5 155,325$ 146,538$ 148,245$ *Denotes a temporary/seasonal positionC-4 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Youth Recreation Recreation Supervisor 1.0 1.0 1.0 45,546$ 43,385$ 45,181$ *Teen Center Staff Attendant 3.0 3.0 3.0 52,896 53,041 53,042 Total 4.0 4.0 4.0 98,442$ 96,426$ 98,223$ Special Fac. Div. Totals 45.0 44.5 44.5 960,091$ 953,821$ 963,881$ Parks Operations Div.: Operations Administration Activity Center Parks Superintendent 1.0 1.0 1.0 53,138$ 55,911$ 56,659$ Total 1.0 1.0 1.0 53,138$ 55,911$ 56,659$ East District Operations Activity Center Parks Operations Supervisor 1.0 1.0 1.0 36,982$ 40,146$ 39,682$ Parks Crew Leader 3.0 3.0 3.0 85,608 68,515 87,933 Light Equipment Operator 3.0 3.0 3.0 70,395 68,222 69,873 Grounds Worker 4.0 4.0 4.0 82,477 68,414 75,697 *Part-time Groundsworker 2.0 2.0 2.0 30,148 30,148 30,148 Total 13.0 13.0 13.0 305,610$ 275,445$ 303,332$ South District Operations Activity Center Parks Operations Supervisor 1.0 1.0 1.0 38,714$ 40,169$ 39,682$ Parks Crew Leader 2.0 2.0 2.0 57,241 59,342 60,235 Light Equipment Operator 2.0 2.0 2.0 45,383 47,417 46,826 Grounds Worker 4.0 4.0 4.0 79,081 84,469 84,099 *Part-time Groundsworker 1.0 1.0 1.0 14,378 14,418 14,387 Total 10.0 10.0 10.0 234,797$ 245,814$ 245,229$ West District Parks Operations Activity Center Parks Operations Supervisor 1.0 1.0 1.0 38,085$ 38,813$ 39,682$ Parks Crew Leader 2.0 2.0 2.0 54,585 59,376 60,633 Light Equipment Operator 2.0 2.0 2.0 45,817 45,918 48,251 Grounds Worker 5.0 5.0 5.0 98,985 106,398 106,412 *Part-time Groundsworker 1.0 1.0 1.0 14,378 14,379 14,379 Total 11.0 11.0 11.0 251,850$ 264,885$ 269,357$ Operations Div. Totals 35.0 35.0 35.0 845,395$ 842,055$ 874,577$ Forestry Div.: Wolf Pen Creek Activity Center *Maintenance Worker 0.5 0.5 0.0 3,922$ 3,933$ 0$ Total 0.5 0.5 0.0 3,922$ 3,933$ 0$ Cemetery Activity Center Cemetery Sexton 1.0 1.0 1.0 41,678$ 41,678$ 41,148$ Groundsworker 2.0 2.0 2.0 40,320 41,423 39,472 Total 3.0 3.0 3.0 81,998$ 83,101$ 80,620$ Forestry Activity Center Forestry Superintendent 1.0 1.0 1.0 52,656$ 55,517$ 56,659$ Forestry Supervisor 1.0 1.0 1.0 35,329 40,169 39,682 Horticulture Crew Leader 0.0 1.0 1.0 0 30,180 30,924 Forestry Crew Leader 0.0 1.0 1.0 0 30,180 30,924 Horticulture/Forestry Crew Leader 2.0 0.0 0.0 55,790 0 0 Forestry/Horticulture Worker 6.0 5.0 5.0 128,584 114,799 114,457 Irrigation Specialist 1.0 2.0 2.0 24,024 47,626 51,456 Total 11.0 11.0 11.0 296,383$ 318,471$ 324,103$ Forestry Div. Totals 14.5 14.5 14.0 382,303$ 405,505$ 404,724$ Parks & Recreation Full Time Total 73.0 72.5 73.0 *Part-Time/Seasonal Total 44.0 44.0 43.5 Department Totals 117.0 116.5 116.5 2,948,988$ 3,013,259$ 3,065,410$ *Denotes a temporary/seasonal positionC-5 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 General Fund Development Services Department Development Services Administration Div. Dir. of Development Services 1.0 1.0 1.0 79,895$ 82,020$ 86,061$ Asst. Dir. Development Services 0.0 0.0 1.0 0 0 70,769 Staff Planner 3.0 3.0 3.0 126,474 134,593 134,402 Staff Assistant 2.0 2.0 2.0 57,784 61,182 62,167 Customer Service Representative 3.0 3.0 3.0 72,600 74,873 63,759 Senior Customer Service Representative 0.0 0.0 1.0 0 0 32,895 Asst Dev. Review Manager 1.0 1.0 1.0 43,405 46,650 48,095 Development Review Manager 1.0 1.0 1.0 53,728 57,065 58,665 Secretary 1.0 1.0 0.0 21,054 22,967 0 Total 12.0 12.0 13.0 454,940$ 479,349$ 556,812$ Development Services Engineering Activity Center Assistant City Engineer- Dev. 1.0 1.0 1.0 57,662$ 59,770$ 67,078$ Graduate Civil Engineer 2.0 2.0 2.0 100,393 99,155 104,229 Total 3.0 3.0 3.0 158,055$ 158,925$ 171,306$ Planning Administration Activity Center City Planner 1.0 1.0 1.0 70,945$ 74,049$ 74,343$ Sr. Planner 2.0 2.0 2.0 106,561 111,937 108,378 Staff Planner 1.0 1.0 1.0 43,499 43,450 44,176 Transportation Planner 1.0 1.0 1.0 50,584 59,770 60,125 Land Database Technician 1.0 1.0 0.0 29,390 29,794 0 Part time GIS Technician 0.5 0.5 0.5 11,184 10,558 16,570 Total 6.5 6.5 5.5 312,163$ 329,558$ 303,592$ Neighborhood Services Activity Center Sr. Planner 1.0 0.0 0.0 48,285$ 0$ 0$ Staff Planner 1.0 1.0 1.0 39,919 41,561 42,221 *Planning Intern 1.0 1.0 1.0 17,668 17,668 17,668 Total 3.0 2.0 2.0 105,872$ 59,229$ 59,889$ Building Inspection Activity Center Building Official 1.0 1.0 1.0 56,969$ 59,770$ 60,484$ Plans Examiner 1.0 1.0 2.0 40,484 42,629 71,919 Combination Building Inspector 4.0 4.0 4.0 138,417 131,000 129,102 Staff Assistant 1.0 1.0 1.0 30,163 31,774 27,802 Total 7.0 7.0 8.0 266,033$ 265,173$ 289,308$ Development Services Full Time Total 30.5 29.5 30.5 *Part-Time/Seasonal Total 1.0 1.0 1.0 Department Totals 31.5 30.5 31.5 1,297,063$ 1,292,234$ 1,380,907$ General Fund Office of Technology and Information Services OTIS Administration Div. Director of OTIS 1.0 1.0 1.0 85,769$ 90,057$ 88,603$ Comm/Info Mgr. 1.0 1.0 1.0 65,484 68,112 68,257 Action Center Cord. 1.0 1.0 1.0 35,270 41,605 33,040 Action Center Representative 3.0 2.0 2.0 73,075 46,406 50,744 Total 6.0 5.0 5.0 259,598$ 246,180$ 240,644$ E-Government E-Government Cord. 0.0 1.0 1.0 0$ 41,000$ 44,982$ Total 0.0 1.0 1.0 0$ 41,000$ 44,982$ Geographic Information Services GIS Cord. 1.0 1.0 1.0 50,432$ 53,012$ 50,555$ GIS Technician 1.0 1.0 1.0 32,405 32,405 27,593 *GIS Intern 0.5 0.5 0.5 11,160 11,191 9,838 Total 2.5 2.5 2.5 93,997$ 96,607$ 87,986$ *Denotes a temporary/seasonal positionC-6 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Management Information Systems Div. MIS Director/ Asst Dir of OTIS 1.0 0.0 0.0 79,273$ 0$ 0$ Sr. Systems Analysts 0.0 0.0 1.0 0 0 53,070 Systems Analyst 6.0 6.0 5.0 287,477 295,780 247,647 Systems Operator 1.0 1.0 1.0 30,218 31,284 31,050 Micro Computer Cord. 1.0 1.0 1.0 41,898 42,952 45,925 MicroComputer Specialist 4.0 4.0 4.0 151,120 155,254 158,727 Network Systems Analyst 2.0 2.0 2.0 100,459 102,915 103,625 Total 15.0 14.0 14.0 690,445$ 628,184$ 640,044$ Office of Tech. and Information Systems Full Time Total 23.0 22.0 22.0 *Part-Time/Seasonal Total 0.5 0.5 0.5 Department Totals 23.5 22.5 22.5 1,044,040$ 1,011,972$ 1,013,656$ General Fund Fiscal Services Department Fiscal Administration Div. Fiscal Services Director 1.0 1.0 1.0 84,856$ 88,938$ 90,262$ Staff Assistant 1.0 1.0 1.0 30,163 32,619 32,076 Secretary 1.0 1.0 1.0 20,692 21,865 21,685 Quality Document Reader 0.0 0.0 0.5 0 0 9,838 Total 3.0 3.0 3.5 135,711$ 143,422$ 153,861$ Risk Management Div. Risk Manager/Safety Coord. 1.0 1.0 1.0 55,690$ 60,490$ 61,212$ Safety and Training Cord. 0.0 1.0 1.0 0 48,853 48,349 Risk Analyst 1.0 1.0 1.0 44,128 45,966 47,417 Staff Assistant 0.5 0.0 0.0 14,048 0 0 Total 2.5 3.0 3.0 113,866$ 155,309$ 155,844$ Accounting Div. Asst Fiscal Svs Dir/Accounting Mgr 1.0 1.0 1.0 67,099$ 71,011$ 72,208$ Acct. Customer Service Supervisor 1.0 1.0 1.0 47,443 50,006 50,604 Staff Accountant 1.0 1.0 1.0 42,796 44,975 44,187 Investment Officer 1.0 1.0 1.0 44,569 46,844 47,403 Acct. Customer Service Rep. 5.0 4.0 4.0 115,957 83,134 89,525 Accounting Assistant 1.0 1.0 1.0 30,240 34,653 35,073 Staff Assistant 1.5 2.0 2.0 41,328 63,399 64,174 Total 11.5 11.0 11.0 389,432$ 394,023$ 403,174$ Purchasing Div. Purchasing Services Manager 1.0 1.0 1.0 57,357$ 59,480$ 60,190$ Sr. Buyer 1.0 0.0 1.0 50,434 50,434 51,627 Buyer 1.0 2.0 1.0 43,588 43,588 46,781 Purchasing Assistant 1.0 1.0 1.0 30,163 31,732 32,118 *Purchasing Intern 0.5 0.5 0.0 7,320 7,320 0 Total 4.5 4.5 4.0 188,862$ 192,553$ 190,717$ Municipal Court Div. Municipal Court Administrator 1.0 1.0 1.0 52,190$ 55,045$ 55,973$ Payment Compliance Officer 0.0 0.0 1.0 0 0 23,920 Court Customer Service Reps. 6.0 6.0 7.0 131,836 161,417 153,667 Lead Customer Service Reps. 3.0 2.0 2.0 52,266 55,253 55,856 Staff Assistant 1.0 2.0 2.0 28,095 58,218 58,789 Bailiff 1.0 1.5 1.5 21,143 38,652 33,417 Total 12.0 12.5 14.5 285,530$ 368,586$ 381,623$ Municipal Court Judges Div. Municipal Court Judge 1.0 1.0 1.0 56,260$ 61,654$ 58,142$ *Part-time Municipal Court Judge 0.5 0.5 0.5 10,008 10,063 10,035 Total 1.5 1.5 1.5 66,268$ 71,716$ 68,177$ Fiscal Services Full Time Total 34.0 34.5 37.0 *Part-Time/Seasonal Total 1.0 1.0 0.5 Department Totals 35.0 35.5 37.5 1,179,669$ 1,325,609$ 1,354,529$ *Denotes a temporary/seasonal positionC-7 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 General Fund General Government City Secretary Div. City Secretary 1.0 1.0 1.0 53,146$ 53,146$ 57,414$ Assistant City Secretary 1.0 1.0 1.0 31,284 32,222 32,600 Staff Assistant 1.0 1.0 1.0 25,680 27,296 27,614 Records Technician 1.0 1.0 1.0 23,665 25,078 22,984 Temp/Seasonal 0.0 0.0 0.0 310 310 310 Total 4.0 4.0 4.0 134,085$ 138,053$ 140,922$ City Manager Div. City Manager 1.0 1.0 1.0 125,344$ 131,611$ 132,205$ Assistant City Manager 1.0 1.0 1.0 105,288 121,082 120,873 Assistant to CM 1.0 1.0 1.0 44,780 42,035 46,204 Secretary 1.0 0.0 0.0 18,907 0 0 Staff Assistant 1.0 1.0 1.0 26,178 28,640 29,835 Land Agent 1.0 1.0 1.0 46,830 48,692 49,274 Total 6.0 5.0 5.0 367,327$ 372,059$ 378,390$ Community Programs Community Program Coor. 1.0 1.0 1.0 51,851$ 54,595$ 55,247$ Volunteer Cord. 0.5 0.5 0.5 16,072 15,353 15,158 Total 1.5 1.5 1.5 67,923$ 69,949$ 70,405$ Emergency Management: Emergency Management Cord. 0.0 0.0 1.0 0$ 0$ 46,192$ Total 0.0 0.0 1.0 0$ 0$ 46,192$ Legal Div. City Attorney 1.0 1.0 1.0 97,267$ 102,506$ 107,778$ First Asst. City Attorney 1.0 1.0 1.0 86,573 89,338 90,405 Senior Asst. City Attorney 1.0 1.0 1.0 52,021 71,767 74,035 Asst. City Attorney 2.0 2.0 2.0 98,576 103,064 98,938 Legal Assistant 1.0 1.0 1.0 29,690 31,682 33,417 Legal Assistant/Office Manager 1.0 1.0 1.0 41,605 41,923 43,369 Legal Clerk 0.75 0.75 0.75 13,715 14,490 14,661 Total 7.75 7.75 7.75 419,447$ 454,770$ 462,603$ Public Comm & Marketing Div. City Communications Director 1.0 1.0 1.0 64,260$ 66,743$ 85,014$ Public Comm. And Marketing Asst. 1.0 1.0 1.0 35,922 37,852 38,676 Media Specialist 0.0 0.0 1.0 0 0 38,000 Total 2.0 2.0 3.0 100,182$ 104,595$ 161,689$ Human Resources Div. Human Resources Director 1.0 1.0 1.0 76,451$ 79,982$ 84,984$ Asst. Human Resources Dir. 1.0 1.0 1.0 50,296 53,647 54,967 Human Resources Analyst 1.0 1.0 1.0 45,664 48,497 42,305 Benefits Cord. 1.0 1.0 1.0 42,957 45,600 38,881 Staff Assistant 1.0 1.0 1.0 26,230 29,429 30,065 Secretary 0.0 0.75 1.00 0 15,512 21,436 Receptionist 0.5 0.0 0.0 8,633 0 0 Total 5.50 5.75 6.0 250,231$ 272,666$ 272,638$ Economic Development Div. Director of Economic Dev. 1.0 1.0 1.0 78,100$ 81,729$ 87,668$ Asst. Economic Develop. Director 1.0 1.0 1.0 48,249 52,195 54,357 *Economic Development Intern 0.5 0.0 0.0 9,360 0 0 Total 2.5 2.0 2.0 135,709$ 133,924$ 142,025$ *Denotes a temporary/seasonal positionC-8 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Community Development Div. CD Budget Analyst 1.0 1.0 1.0 44,996$ 47,802$ 45,397$ CD Project Specialist 1.0 1.0 1.0 38,088 37,561 38,320 Comm. Dev. Administrator 1.0 1.0 1.0 57,917 60,763 61,490 Staff Assistant 1.0 1.0 1.0 26,420 27,829 27,886 Housing Development Cord. 1.0 1.0 1.0 48,999 49,802 50,397 CD Housing Analyst 1.0 1.0 1.0 45,012 46,882 47,442 Housing Programs Cord. 1.0 1.0 1.0 48,999 49,802 50,397 CD Projects Cord. 1.0 1.0 1.0 49,032 51,548 50,251 *Part-time Receptionist 0.5 0.5 0.5 0 752 0 Total 8.5 8.5 8.5 359,463$ 372,743$ 371,580$ Office of Budget & Strategic Planning Budget & Strategic Planning Director 1.0 1.0 1.0 63,664$ 70,112$ 75,207$ Budget Assistant 1.0 1.0 1.0 26,216 27,190 25,288 Budget/Management Analyst 2.0 2.0 2.0 87,566 87,100 81,770 *Part Time - Intern 0.5 0.5 0.5 14,088 12,294 12,260 Total 4.5 4.5 4.5 191,534$ 196,695$ 194,526$ General Government Full Time Total 40.25 40.00 42.25 *Part-Time/Seasonal Total 2.00 1.00 1.00 Department Totals 42.25 41.00 43.25 2,025,901$ 2,115,453$ 2,240,972$ General Fund Position Totals Full Time Total 497.75 498.50 512.75 Part-Time/Seasonal Total 53.00 52.00 49.00 GENERAL FUND TOTALS 550.75 550.50 561.75 $20,127,110 $20,570,550 $20,890,358 Parking Enterprise Fund Fire Department Parking Lot Activity Center Parking Enforcement Officer 3.0 3.0 3.0 57,880$ 70,009$ 64,970$ Parking Supervisor 1.0 1.0 1.0 38,969 46,630 47,188 *Parking Attendants/PT 4.0 4.0 4.0 68,649 63,296 68,734 Total 8.0 8.0 8.0 165,498$ 179,935$ 180,891$ Parking Fund Position Totals Full Time Total 4.0 4.0 4.0 Part-Time/Seasonal Total 4.0 4.0 4.0 PARKING FUND TOTALS 8.0 8.0 8.0 165,498$ 179,935$ 180,891$ Electric Fund Public Utilities Department Operations Administration Div. Warehouse Operations Activity Center Warehouse Supervisor 1.0 1.0 1.0 36,253$ 41,477$ 41,929$ Warehouse Assistant 2.0 2.0 3.0 58,178 54,898 78,573 *Warehouse Clerk 0.5 0.5 0.5 7,746 8,396 7,796 *Facility Attendant 0.5 0.5 0.5 5,298 5,314 5,333 Total 4.0 4.0 5.0 107,475$ 110,085$ 133,631$ Administration Activity Center Director of Public Utilities 1.0 1.0 1.0 110,731$ 116,086$ 117,459$ Utilities Admin. Mgr. 1.0 1.0 1.0 52,786 55,054 56,972 Customer Service Rep 1.0 1.0 1.0 26,176 25,590 25,876 Senior Secretary 1.0 1.0 1.0 26,148 25,590 25,876 Secretary 2.0 2.0 2.0 49,787 46,809 47,335 Staff Assistant 1.0 1.0 1.0 31,342 31,753 32,115 *PUD Intern 0.5 0.5 0.5 6,973 6,992 6,973 Total 7.5 7.5 7.5 303,943$ 307,874$ 312,606$ Safety and Training Safety and Training Cord. 1.0 0.0 0.0 37,284$ 1,096$ 0$ Total 1.0 0.0 0.0 37,284$ 1,096$ 0$ Operations Adm. Div. Totals 12.5 11.5 12.5 448,702$ 419,055$ 446,237$ *Denotes a temporary/seasonal positionC-9 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Electrical Transmission & Distribution Div. Asst. Dir. PUD/Div. Manager 1.0 1.0 1.0 79,201$ 81,559$ 82,511$ Electrical Trans/Dist Superintendent 1.0 1.0 1.0 65,512 68,690 67,469 Elec Trans/Dist Supervisor 1.0 1.0 1.0 47,193 49,581 50,165 Elec Trans/Dist Foreman 2.0 2.0 2.0 89,864 94,257 95,648 Line Technician 19.0 19.0 19.0 667,028 648,658 674,980 Elec. Planning/Projects Coord. 1.0 1.0 1.0 37,967 46,659 35,838 Work Order/Prop. Rec. Coord. 1.0 1.0 1.0 34,518 36,466 98,396 *Part-time Utility Technician 1.0 1.0 1.0 8,340 8,369 9,381 Metering/Substation Supervisor 2.0 2.0 2.0 88,521 92,206 93,754 Elec. Sub/ Metering Superintendent 1.0 1.0 1.0 65,512 65,617 66,383 Substation/Metering Elec. Technician 6.0 6.0 6.0 187,006 223,278 242,511 Utility Dispatch Ops Superint. 1.0 1.0 1.0 57,684 59,671 60,365 Public Utility Dispatcher 5.0 5.0 5.0 156,033 154,214 156,424 Utility Dispatch Ops Assistant 1.0 1.0 1.0 41,169 45,529 46,500 Mapping Cord. 1.0 1.0 1.0 34,612 34,612 37,996 Energy Auditor 1.0 1.0 1.0 30,834 32,405 33,576 Energy Cord. 1.0 1.0 1.0 44,338 49,469 50,046 Line Locator/ Inspector 1.0 1.0 1.0 36,402 37,880 39,630 Total 47.0 47.0 47.0 1,771,734$ 1,829,118$ 1,941,573$ Full Time Total 57.0 56.0 57.0 Part-Time/Seasonal Total 2.5 2.5 2.5 ELECTRIC FUND TOTALS 59.5 58.5 59.5 2,220,436$ 2,248,173$ 2,387,810$ Water Fund Water Production Activity Center Chief Water Production Operator 1.0 1.0 1.0 36,908$ 36,140$ 38,307$ Pump Station Operator 4.0 4.0 3.0 115,821 118,993 95,986 Engineer 1.0 1.0 1.0 49,810 53,011 56,170 Field Operations Superintendent 0.0 1.0 1.0 0 54,412 54,909 Crew Leader 0.0 5.0 6.0 0 159,309 225,217 Maint. Foreman 0.0 2.0 2.0 0 79,060 81,535 W/WW Systems Operator 0.0 7.0 7.0 0 189,118 184,956 Div. Manager - Water/WW 0.0 1.0 1.0 0 74,097 74,410 Environ. Compliance/Training Coord. 0.0 1.0 1.0 0 53,189 53,539 GIS Technician 0.0 2.0 2.0 0 64,851 69,869 Environmental Technician 0.0 4.0 4.0 0 127,065 125,287 Water Resource Cord. 0.0 1.0 1.0 0 45,381 45,817 *Part-time GIS Technician 0.0 1.0 1.0 0 10,544 10,515 Total 6.0 31.0 31.0 202,539$ 1,065,173$ 1,116,519$ Water Distribution Activity Center Field Operations Superintendent 1.0 0.0 0.0 50,944$ 0$ 0$ Crew Leader 5.0 0.0 0.0 171,606 0 0 Maint. Foreman 2.0 0.0 0.0 77,253 0 0 W/WW Systems Operator 7.0 0.0 0.0 178,087 0 0 Total 15.0 0.0 0.0 477,890$ 0$ 0$ Environmental Services Activity Center Div. Manager - Water/WW 1.0 0.0 0.0 70,263$ 0$ 0$ Environ. Compliance/Training Coord. 1.0 0.0 0.0 50,193 0 0 GIS Technician 2.0 0.0 0.0 64,453 0 0 Environmental Technician 2.0 0.0 0.0 63,803 0 0 Crew Leader 1.0 0.0 0.0 33,657 0 0 GPS Technician 1.0 0.0 0.0 32,044 0 0 Water Resource Cord. 1.0 0.0 0.0 42,650 0 0 *Part-time GIS Technician 1.0 0.0 0.0 10,515 0 0 Total 10.0 0.0 0.0 367,578$ 0$ 0$ Water Fund Position Totals Full Time Total 30.0 30.0 30.0 Part-Time/Seasonal Total 1.0 1.0 1.0 WATER FUND TOTALS 31.0 31.0 31.0 1,048,007$ 1,065,173$ 1,116,519$ *Denotes a temporary/seasonal positionC-10 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Wastewater Fund Wastewater Treatment Activity Center Plant Operations Superintendent 1.0 0.0 0.0 51,097$ 0$ 0$ Chief WWTP Operator 1.0 0.0 0.0 43,567 0 0 System Analyst 1.0 0.0 0.0 46,157 0 0 SCADA Technician 1.0 0.0 0.0 32,969 0 0 WW Plant Operator 12.0 0.0 0.0 340,397 0 0 Electrical Technician 1.0 0.0 0.0 38,071 0 0 Elec. Technician I 1.0 0.0 0.0 32,634 0 0 Sr. Lab Technician 1.0 0.0 0.0 33,482 0 0 Lab Technician 2.0 0.0 0.0 51,462 0 0 Total 21.0 0.0 0.0 669,836$ 0$ 0$ Wastewater Collection Activity Center Plant Operations Superintendent 0.0 1.0 1.0 51,097$ 58,159$ 58,283$ Chief WWTP Operator 0.0 1.0 1.0 43,567 43,567 43,013 Systems Analyst 0.0 1.0 1.0 46,157 47,430 48,670 SCADA Technician 0.0 1.0 1.0 32,969 32,914 32,495 WW Plant Operator 0.0 12.0 12.0 340,397 365,497 370,564 Electrical Technician 0.0 1.0 1.0 38,071 36,267 35,806 Elec. Technician I 0.0 1.0 1.0 32,634 32,638 32,223 Sr. Lab Technician 0.0 1.0 1.0 33,482 34,102 33,669 Lab Technician 0.0 2.0 2.0 51,462 49,912 49,277 Maintenance Foreman 1.0 1.0 1.0 36,489 38,814 33,040 Crew Leader 4.0 4.0 4.0 126,151 125,881 125,917 W/WW Systems Operator 12.0 12.0 12.0 257,748 292,852 301,467 Total 17.0 38.0 38.0 1,090,224$ 1,158,033$ 1,164,422$ Wastewater Fund Position Totals Full Time Total 38.0 38.0 38.0 Part-Time/Seasonal Total 0.0 0.0 0.0 WASTEWATER FUND TOTALS 38.0 38.0 38.0 1,760,060$ 1,158,033$ 1,164,422$ Utilities Full-time Position Tot.125.0 124.0 125.0 PUBLIC UTILITIES DEPT. TOT.128.5 127.5 128.5 5,028,503$ 4,471,378$ 4,668,751$ Sanitation Fund Residential Collection Activity Center Sanitation Superintendent 1.0 1.0 1.0 51,878$ 55,875$ 58,189$ Sanitation Foreman 1.0 1.0 1.0 34,662 35,142 38,006 Route Manager 16.0 17.0 17.0 413,715 461,578 463,045 Equipment Operator 2.0 2.0 2.0 48,986 49,233 47,580 Recycling Cord. 1.0 1.0 1.0 41,131 44,459 42,769 Customer Service Representative 1.0 1.0 1.0 24,645 25,526 25,665 *Part-time Graduate Intern 1.0 1.0 1.0 14,356 14,356 14,356 *Part-time Route Manager 1.5 1.5 1.5 19,666 19,667 19,667 Total 24.5 25.5 25.5 649,039$ 705,837$ 709,277$ Commercial Collection Activity Center Container Cord. 2.0 2.0 2.0 55,558$ 55,047$ 56,171$ Sanitation Foreman 1.0 1.0 1.0 37,979 36,819 38,006 Route Manager 8.0 8.0 8.0 234,862 199,960 206,853 Total 11.0 11.0 11.0 328,399$ 291,826$ 301,029$ Sanitation Fund Position Totals Full Time Total 33.0 34.0 34.0 Part-Time/Seasonal Total 2.5 2.5 2.5 SANITATION FUND TOTALS 35.5 36.5 36.5 977,438$ 997,663$ 1,010,306$ Utility Billing Fund Utility Billing Activity Center Utilities Office Manager 1.0 1.0 1.0 60,117$ 61,921$ 62,384$ Customer Service Supervisor 1.0 1.0 1.0 46,441 50,264 50,886 Utilities Analyst 1.0 1.0 1.0 43,697 47,278 49,025 Senior Customer Serv. Rep. 3.0 3.0 3.0 92,299 100,171 98,766 Customer Service Rep. 13.0 13.0 13.0 329,852 331,837 332,851 Part-time Cust. Serv. Rep. 2.0 1.5 1.0 32,954 22,279 23,245 Total 21.0 20.5 20.0 605,360$ 613,750$ 617,156$ *Denotes a temporary/seasonal positionC-11 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Meter Services Activity Center Meter Services Supervisor 1.0 1.0 1.0 41,968$ 43,079$ 39,600$ Meter Services Technician 2.0 2.0 2.0 59,871 59,493 62,187 Meter Reading Cord. 1.0 1.0 1.0 32,690 33,672 26,296 Meter Services Field Rep. 5.0 6.0 6.0 89,211 120,735 122,740 Meter Services Field Rep- PT 0.5 0.0 0.0 9,868 169 0 Total 9.5 10.0 10.0 233,608$ 257,149$ 250,824$ Utility Billing Position Totals Full Time Total 28.0 29.0 29.0 Part-Time/Seasonal Total 2.5 1.5 1.0 UTILITY BILLING FUND TOTALS 30.5 30.5 30.0 838,968$ 870,899$ 867,980$ Fleet Maintenance Fund Fleet Services Parts Activity Center Assistant Buyer 1.0 1.0 1.0 34,333$ 35,357$ 35,785$ Warehouse Assistant 1.0 1.0 1.0 24,157 24,977 24,660 Total 2.0 2.0 2.0 58,490$ 60,334$ 60,445$ Fleet Services Admin. Activity Center Fleet Services Superintendent 1.0 1.0 1.0 56,924$ 59,562$ 53,246$ Customer Service Rep. 1.0 1.0 1.0 23,970 25,398 25,707 Shop Foreman 1.0 1.0 1.0 43,162 42,463 45,003 Mechanic 10.0 10.0 10.0 297,658 284,422 284,058 Total 13.0 13.0 13.0 421,714$ 411,845$ 408,015$ Fleet Fund Full-time Position Totals Full Time Total 15.0 15.0 15.0 Part-Time/Seasonal Total 0.0 0.0 0.0 FLEET FUND TOTALS 15.0 15.0 15.0 480,204$ 472,179$ 468,460$ Print Mail Fund Print Mail Activity Center Printing Cord. 1.0 1.0 1.0 40,175$ 41,605$ 42,008$ Printing Assistant 1.0 1.0 1.0 32,978 33,736 33,983 Printing/Graphics Tech. 1.0 1.0 1.0 30,408 31,774 32,160 Part-time Mail Clerk 0.5 0.5 0.5 10,483 9,337 9,627 *Print/Mail Aide 1.5 1.5 1.5 12,288 12,322 12,288 Total 5.0 5.0 5.0 126,332$ 128,775$ 130,066$ Print Mail Fund Full-time Position Totals Full Time Total 3.5 3.5 3.5 Part-Time/Seasonal Total 1.5 1.5 1.5 PRINT MAIL FUND TOTALS 5.0 5.0 5.0 126,332$ 128,775$ 130,066$ Communications Fund Communication Services Div. Wireless Cord. 1.0 1.0 0.0 44,330$ 44,331$ 0$ Network Systems Analyst 1.0 1.0 1.0 50,451 52,993 53,635 Communications Technician 3.0 4.0 5.0 117,227 147,033 187,347 Total 5.0 6.0 6.0 212,008$ 244,358$ 240,983$ Communications Full-time Position Totals Full Time Total 5.0 6.0 6.0 Part-Time/Seasonal Total 0.0 0.0 0.0 COMM. FUND TOT.5.0 6.0 6.0 212,008$ 244,358$ 240,983$ *Denotes a temporary/seasonal positionC-12 PERSONNEL LIST Actual Approved Approved Actual Approved Approved Budget Budget Budget Budget Budget Budget FY 01-02 FY 02-03 FY 03-04 FY 01-02 FY 02-03 FY 03-04 Brazos Valley Solid Waste Management Agency Fund Operations Activity Center Sanitary Landfill Manager 1.0 1.0 1.0 56,926$ 59,829$ 53,219$ Landfill Operations Supervisor 1.0 1.0 1.0 40,058 41,477 41,777 Landfill Crew Leader 2.0 2.0 2.0 59,779 57,764 66,257 Equipment Operator 11.0 10.0 10.0 257,010 259,694 265,993 Environmental Compliance Officer 1.0 1.0 1.0 43,425 46,909 38,862 Spotter 1.0 1.0 1.0 21,042 21,115 20,836 Secretary/Scale Operator 2.0 2.0 2.0 24,223 43,994 45,149 Mechanic 2.0 2.0 2.0 58,409 48,612 61,315 *Landfill Groundskeeper 0.5 0.5 0.5 7,652 7,674 15,070 *Part-time Equip. Operator III 0.5 0.5 0.5 7,674 7,674 15,070 *Field Service Person 0.5 0.5 0.5 7,674 7,695 15,070 Waste Screener 0.0 1.0 1.0 0 24,977 26,030 Total 22.5 22.5 22.5 583,872$ 627,414$ 664,648$ Administration Activity Center Asst Dir Public Works/BVSWMA 1.0 1.0 1.0 71,364$ 74,098$ 74,978$ Staff Assistant 1.0 1.0 1.0 30,748 31,327 31,427 Secretary - Full-time 1.0 0.0 0.0 21,662 0 0 *BVSWMA Intern 1.0 1.0 1.0 14,697 14,737 14,737 Total 4.0 3.0 3.0 138,471$ 120,161$ 121,143$ BVSWMA Fund Full-time Position Totals Full Time Total 24.0 23.0 23.0 Part-Time/Seasonal Total 2.5 2.5 2.5 BVSWMA Total 26.5 25.5 25.5 722,343$ 747,576$ 785,790$ All Funds Full-time Total 735.25 737.00 752.25 ALL FUNDS TOTAL 804.75 804.50 816.25 28,678,404$ 28,683,313$ 29,243,585$ *Denotes a temporary/seasonal positionC-13 Personnel History Department FTE Totals 0 20 40 60 80 100 120 140 160 95 96 97 98 99 00 01 02 03 04 Public Utilities Police Parks Public Works Fire OTIS Development Serv Fiscal Services General Govt BVSWMA Fiscal Years Parking Personnel Total 706.0 804.75 701.0 735.0701 735 757 804.50 816.25 706 0.0 100.0 200.0 300.0 400.0 500.0 600.0 700.0 800.0 900.0 95 96 97 98 99 00 01 02 03 04 Fiscal Years The above graphs are based on Full-Time Equivalents (FTEs) which includes both temporary/seasonal and full-time regular positions. C-14 Embracing the Past Exploring the Future APPENDIX D REVENUE HISTORY AND FY 04 BUDGET ESTIMATES REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 GENERAL FUND CURRENT TAXES 3,381,936$ 3,761,364$ 4,489,864$ 5,240,461$ 5,741,746$ DELINQ. TAX 18,528 28,205 36,567 55,000 40,000 PENALTY & INT. 20,256 23,598 28,915 30,000 30,000 AD VALOREM TAX 3,420,720 3,813,167 4,555,345 5,325,461 5,811,746 LOCAL SALES TAX 11,489,702$ 12,733,403$ 13,413,911$ 13,769,500$ 14,045,000$ . NONOPERATING REVENUE -$ -$ 1,512$ -$ -$ MIXED DRINK TAX 172,842$ 257,357$ 234,924$ 238,000$ 242,800$ BANK FRANSHISE 0 812 0 0 0 NAT. GAS FRANCHISE 105,359 130,207 188,124 215,000 215,000 CABLE FRANCHISE 332,051 434,971 470,720 415,000 415,000 PHONE FRANCHISE 1,055,029 1,044,986 1,015,328 1,010,000 1,010,000 OIL/GAS FRANCHISE 26,921 19,584 26,961 26,585 26,600 USE OF STREETS 4,376 14,063 13,108 5,000 5,100 OTHER TAXES 1,696,578 1,901,980 1,949,165 1,909,585 1,914,500 MIX DRINK LICENSE 16,895$ 25,532$ 28,220$ 29,000$ 29,600$ GAME MACHINES 2,310 615 660 700 700 BLDG. CONTRACTORS 17,904 13,986 14,961 15,000 15,300 ELEC. LICENSE 3,359 6,418 4,961 6,000 6,100 TAXI 0 130 0 0 0 ITIN. VENDOR 705 570 306 600 600 LAWN SPRINKLER 504 0 0 240 200 MECHANICAL 11,634 2,597 2,970 2,500 2,600 PLUMBING 1,415 2,313 1,880 2,100 2,100 GRAVE CLOSERS 75000 0 AMBULANCE 600 867 1,000 500 500 WRECKER 4,120 5,570 4,865 4,800 4,900 MINERAL DRILLING 0000 0 BUILDERS PERMITS 422,299 516,657 504,695 550,000 520,000 ELECTRICAL PERMITS 31,500 42,171 61,154 62,000 62,000 PLUMBING PERMITS 51,159 62,025 100,658 102,000 102,000 MECHANICAL PERMITS 13,874 27,436 54,147 50,000 50,000 STREET CUT PERMITS 3,300 2,950 4,300 3,000 3,000 IRRIGATION PERMITS 2,288 5,559 11,876 11,000 11,000 CHILD SAFETY PROGRAMS 60,004 63,666 73,888 73,000 74,500 BICYCLE PERMITS 25000 0 LIVESTOCK 0 95 95 100 100 LICENSES & PERMITS 643,970 779,157 870,635 912,540 885,200 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 5,000,000 5,500,000 6,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate GENERAL FUND PROPERTY TAXES 4,000,000 5,500,000 7,000,000 8,500,000 10,000,000 11,500,000 13,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate SALES TAX 0 500,000 1,000,000 1,500,000 2,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate OTHER TAXES D-1 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 CONCESSIONS -$ -$ 7,389$ 7,400$ 7,500$ ADAMSON POOL 133,067 154,838 141,778 142,000 144,800 NATATORIUM 1,548 2,089 1,819 2,000 2,000 HALLARAN POOL 54,682 63,138 91,854 92,000 93,800 THOMAS POOL 14,824 18,380 14,643 15,000 15,300 SPORTS INST.: SWIM 66,110 73,479 79,143 80,000 81,600 SPORTS INST:SWIM TM 11,215 19,134 22,871 24,000 24,500 TENNIS PROGRAM 14,972 20,173 24,554 25,000 25,500 MISC SPORTS INST. 2,857 5,050 6,704 196,000 199,900 FITNESS RUN 100 60 (30) 0 0 TEEN CENTER 3,795 4,739 5,067 35,001 35,700 TEEN CENTER MEMBERS 275 624 580 600 600 TEEN CENTER MISC 0 1,465 1,180 500 500 LINCOLN CENTER PASSES 2,783 5,286 3,908 4,000 4,100 OTHER PARKS REVENUE (NT) 7,961 21,801 16,374 12,000 12,200 MISC PARKS 4 50 201,359 0 15,615 PARKS AND RECREATION 314,193$ 390,306$ 619,193$ 635,501$ 663,615$ HAZARD MATERIALS RESP. 0$ 67$ 0$ 0$ 0$ FINGERPRINTING 4,396 3,222 3,152 3,200 3,300 POLICE REPORTS 8,750 14,539 10,373 10,500 10,700 RECORDS CHECKS 1,294 1,291 1,285 1,170 1,200 ARREST FEES 87,391 143,681 97,478 110,000 112,200 WARRANT SERVICE FEES 10,642 86,689 104,992 110,000 112,200 ESCORT SERVICES 15,972 30,458 31,214 29,400 30,000 FALSE ALARMS 25,950 22,923 23,750 18,000 18,400 ALARM FEES 0000 0 RESTITUTION 12,197 (208) 4,424 1,000 1,000 OTHER 75,576 166,999 180,842 200,000 204,000 POLICE DEPARTMENT 242,168 469,661 457,510 483,270 493,000 EMS TRANSPORT 312,583 318,361 463,974 530,000 570,600 EMS BASIC TREATMENT 8,068 5,455 0 0 0 EMS ATHLETIC STANDBY 0 0 350 0 0 EMS REPORTS 81 175 173 400 400 HAZARD MATERIALS RESP. 2,883 4,607 0 3,163 3,200 AUTO HOOD TEST 750 680 480 500 500 AUTO FIRE ALARM 2,095 1,220 1,430 1,000 1,000 DAY CARE CENTERS 600 510 540 500 500 HEALTH CARE FACILITIES 200 100 50 20 0 NURSING HOMES 50 100 150 150 200 SPRINKLER/STANDPIPE 3,695 2,650 2,860 2,800 2,900 FUEL LINE LEAK 50 100 50 100 100 FUEL TANK LEAK 0 50 150 100 100 CODE ENFORCEMENT ADMIN FEE 1,200 2,394 5,760 5,800 5,900 MOWING FEE CHARGES 819 2,572 4,215 5000 5100 RESTITUTION 60 0 0 0 0 FIRE REPORTS 547 362 125 100 100 OTHER 7,997 1,183 0 100 100 FIRE DEPARTMENT 341,678 340,519 480,306 549,733 590,700 0 200,000 400,000 600,000 800,000 1,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate LICENSES AND PERMITS $- $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 $700,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate PARKS AND RECREATION D-2 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 STREET CUT REPAIRS 850 0 1,075 0 0 MISCELLANEOUS 150 925 0 0 0 PUBLIC WORKS 1,000 925 1,075 0 0 TIME PMT FEE/EFFICIENCY 2,737 1,042 0 0 0 TIME PMT/UNRESERVED 11,161 23,150 14,225 16,600 16,900 WARRANT SERVICE FEES 50,590 0 0 0 0 GENERAL ADMIN. FEES 52,213 75,508 44,952 80,000 81,600 TEEN COURT 459 1,484 1,900 1,900 COURT DISMISSAL FEES 18,605 14,220 8,157 10,000 10,200 MUNICIPAL COURT 135,765 113,920 68,819 108,500 110,600 LOT MOWING (160) 0 0 0 0 GENERAL ADMIN. FEES 0000 0 MAPS/PLANS/ORDINANCE 20 0 0 0 0 MISC. CHARGES 3,576 13,421 25,442 21,200 21,600 FILING FEES 49,955 58,438 116,326 120,000 122,400 XEROX/REPRO CHARGES 0000 0 MISC PLANNING CHARGES 4,097 2,923 4,542 2,500 2,600 O&G PIPELINE ADMIN. FEES 62,453 60,313 52,551 51,340 51,000 MAPS/PLANS/ORDINANCES 1,386 1,051 541 1,000 1,000 MISC ENGINEERING 8,102 341 180 100 100 MISCELANEOIUS 5,000 0 60 40 0 DEVELOPMENT SERVICES 134,429 136,487 199,641 196,180 198,700 CERTIFICATE SEARCHES 10,978 12,739 12,169 12,000 12,200 FILING FEES 0000 0 XEROX/REPRO CHARGES 1,308 333 1,052 500 500 GENERAL GOVT. 12,286 13,072 13,221 12,500 12,700 OTHER SERVICE CHARGES 867,326$ 1,074,584$ 1,220,572$ 1,350,183$ 1,405,700$ CHILD SAFETY 104$ 1,235$ 3,557$ 2,000$ 2,000$ CITY PARKING FINES 21,701 19,912 10,625 20,000 20,400 CITY PEDESTRIAN FINES 0000 0 TRAFFIC FINES 49,868 70,267 42,713 54,000 55,100 OTHER MUN. COURT FINES 1,135,150 1,704,788 2,267,178 2,220,000 2,785,530 MISC. FINES AND PENALTIES 1,675 0 6,575 7,000 7,100 FINES/FORFEITS 1,208,498 1,796,202 2,330,648 2,303,000 2,870,130 0 200,000 400,000 600,000 800,000 1,000,000 1,200,000 1,400,000 1,600,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate OTHER SERVICE CHARGES 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate FINES AND FORFEITS D-3 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 BANK ACCOUNT INTEREST 3,745$ 2,852$ 673$ 400$ 400$ INTEREST ON INVESTMENTS 362,504 494,883 475,243 275,000 250,000 BVSWMA/ROLLER 0000 0 OTHER 244 000 0 REALIZED GAIN/LOSS 553 5,868 (8,764) 1,500 1,500 TOTAL INTEREST 367,046 503,603 467,152 276,900 251,900 PARKS GRANT 6,410$ 0$ 0$ 10,000$ 0$ POLICE GRANTS 395,546 272,859 180,397 100,000 0 FED GRANT: PLANNING 0000 0 FED GRANT: FIRE 0 0 0 90,132 0 STATE GRANT: PARKS 0 0 15,500 0 0 STATE GRANT: POLICE 3,814 1,817 5,110 5,000 0 OTHER INTERGOVERN. REV 16,794 186,219 213,760 187,300 228,115 INTER. GOV'T. REVENUE * 422,564 460,895 414,767 392,432 228,115 CAPITAL IMPRV. ASSESSMENT 503$ 350$ 0$ 0$ 0$ MINERAL ROYALTY INTERESTS 2,340 4,280 2,749 2,000 2,000 BALLFIELD RENTALS 2,802 0 9,805 10,000 10,200 LINCOLN RENTALS 4,786 0 11,480 12,700 13,000 PARK PAVILION RENTALS 18,855 0 22,673 20,000 20,400 TEEN CENTER RENTALS 294 000 0 MISC. RENTS AND ROYALTIES 26,516 83,407 67,017 60,000 61,200 CONFERENCE CENTER 0000120,000 ROLLER (PRINCIPAL)0000 0 CRIME PREVENTION 0 0 1,200 10,000 1,200 CO-SPONSORED EVENTS 50 0 14,115 16,000 16,300 MISC. DONATIONS 421 0 6,160 4,700 4,800 DAMAGE REIMBURSEMENT 15,555 3,807 7,700 5,000 5,100 OTHER REIMBURSED EXP. 4,602 0 25,103 0 2,000 CASH OVER/SHORT 422 69 951 250 300 COLLECTION SERVICE FEES 63,548 3,716 7,336 4,000 4,100 MUNICIPAL COURT COLLECTION 0 112,725 90,216 92,000 93,800 CRIMINAL INVEST. REVENUES 0000 0 SALE OF ABANDONED Appr. 2,765 2,766 3,958 2,277 2,300 SALE OF CEMETERY LOTS (23) 1,817 2,400 0 0 SALE OF SCRAP 612 3,497 0 0 0 OTHER 30,161 26,939 61,611 40,000 40,800 OTHER MISC REV NT 00770 0 SALE OF FIXED ASSETS 51,082 24,328 30,106 30,000 30,600 MISCELLANEOUS 225,291 267,701 364,656 308,927 428,100 0 100,000 200,000 300,000 400,000 500,000 600,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate INTEREST EARNINGS 0 100,000 200,000 300,000 400,000 500,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate GRANT REVENUE D-4 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 ROI: ELECTRIC 3,773,500$ 3,998,000$ 4,360,000$ 4,470,000$ 4,470,000$ ROI: WATER 726,000 925,000 861,300 893,200 899,240 ROI: SEWER 658,000 751,500 719,500 817,000 939,300 ROI: SOLID WST 176,475 273,000 294,200 310,000 331,855 RETURN ON INVESTMENT 5,333,975 5,947,500 6,235,000 6,490,200 6,640,395 TOTAL GENERAL FUND: $25,989,863 $29,668,498 $32,442,557 $33,674,229 $35,144,401 HOTEL/MOTEL FUND HOTEL/MOTEL TAX REV. 1,749,521$ 1,843,419$ 1,926,009$ 2,100,000$ 2,173,500$ PENALTY AND INTEREST 673 2,667 0 0 0 WPC CONCESSION (TAX) 7,026 46 0 0 0 WPC CONCESSION (NT) 4,930 3,974 13,218 8,500 8,500 WPC TICKETS (TAX) (16,212)000 0 WPCTICKETS (NT) 18,526 1,675 142 0 0 REIMBURSED EXPENSES 10,907 4,154 11,981 5,000 0 FINES AND FORFEITS 0 0 0 600 0 INTEREST 72,380 0 79,577 56,500 40,000 CONFERENCE CENTER 94,222 103,064 100,559 102,000 0 WPC AMPHITHEATER 0 2,225 4,526 3,000 3,000 BUILDINGS 0 0 0 0 0 EQUIPMENT ROYALTIES (TAX) 3,101 186 58 0 0 EQUIPMENT ROYALTIES (NT) 13,807 13,316 9,526 0 0 CASH OVER/SHORT 028 0 0 0 CO-SPONSORED EVENTS 0 0 5,000 0 0 HIST PRES PROJ. 870 176 563 200 0 OTHER 5,130 897 7,081 3,800 4,000 OTHER MISC REV TAXABLE 3,163 442 477 0 0 OTHER MISC REV NON TAXABLE 12,426 13,291 4,701 0 0 TOTAL HOTEL/MOTEL FUND $1,980,470 $1,989,560 $2,163,417 $2,279,600 $2,229,000 0 50,000 100,000 150,000 200,000 250,000 300,000 350,000 400,000 450,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate MISCELLANEOUS REVENUE 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 7,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate RETURN ON INVESTMENT FROM UTILITIES 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 40,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate TOTAL GENERAL FUND REVENUES D-5 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 DEBT SERVICE FUND CURRENT TAXES 5,068,391$ 5,922,674$ 7,080,923$ 7,623,713$ 8,165,773$ DELINQUENT TAXES 36,137 34,682 44,184 75,000 30,000 PENALTY AND INTEREST 28,590 28,758 35,855 50,000 25,000 INTEREST ON INVESTMENTS 268,313 300,359 192,417 100,000 55,000 REALIZED GAIN/LOSS 0 3,843 (5,667) 0 0 INTEREST ON BONDS 0 32,911 110,469 00 BVSWMA/EQUIPMENT 0000 0 LOAN/NOTE PAYMENTS 95,208 000 0 OTHER 264,569 0 1,013 0 0 HOTEL/MOTEL TRANSFERS 11,101 148,052 753,672 958,500 912,609 WPC TRANSFERS 253,468 330,000 00 0 NGATE GARAGE TRANSFERS 0000511,015 PROCEEDS - GO BONDS 0000 0 PREMIUM ON BONDS 0000 0 TOTAL DEBT SERVICE FUND $6,025,777 $6,801,279 $8,212,866 $8,807,213 $9,699,397 ELECTRIC FUND RESIDENTIAL SALES 17,961,821 24,000,101 24,898,704 25,646,000 26,415,000 RESIDENTIAL SALES (NT)0 1,773 0 633 0 COMMERCIAL/INDUSTRIAL 13,632,910 17,887,214 19,061,777 19,370,000 20,222,400 SECURITY LIGHTS 54,374 56,150 59,362 62,000 63,200 OTHER ELECTRIC SALES 16,955 32,090 38,800 36,000 36,700 ELECTRIC ApprERTY RENTAL 50,724 51,998 33,653 53,000 54,100 FORF DISCOUNTS/PENALTIES 552,649 815,541 768,488 730,000 744,600 CONNECT FEES 173,152 185,769 204,895 206,000 210,100 MISC OPERATING REVENUES 846,973 4,464 4,595 32,000 32,600 INTEREST ON INVESTMENTS 1,357,740 1,147,430 603,994 400,000 408,000 REALIZED GAIN/LOSS 5,889 13,087 (10,645)2,000 2,000 NET INCR/DCR IN FMV 0 (7,316) 0 0 0 RSVD INT: REV BOND I&S 0000 0 GARAGE TRUCKS/CONTAINERS 7,225 - 0 0 0 NORTHGATE REVITAL. 13,320 - 0 0 0 STREET LIGHTING 0 0 0 150 200 DAMAGE REIMBURSEMENT 3,935 36,352 43,044 3,500 3,600 OTHER REIMBURSED EXPENSE 48,692 40 10,987 110,000 112,200 CUSTOMER DONATIONS 0 18,060 13,697 0 0 CASH OVER/SHORT 6,917 167 (79) 0 0 COLLECTION SERVICE FEES 23,316 7,111 3,694 00 MINERAL ROYALTY INTERESTS 378 281 146 0 0 LAND RENTALS/LEASES 500 0 0 0 0 SALE OF SCRAP 5,896 8,004 2,597 0 0 SALE OF SURPLUS Appr 236 5,970 6,395 9,450 9,600 MISC NONOPERATING REVENUE 32,791 51,176 81,956 15,000 40,400 TOTAL ELECTRIC FUND 34,796,393$ 44,315,462$ 45,826,060$ 46,675,733$ 48,354,700$ 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate HOTEL MOTEL FUND REVENUE 0 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate DEBT SERVICE FUND REVENUE D-6 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 WATER FUND RESIDENTIAL 4,630,827$ 6,133,383$ 6,242,414$ 6,450,000$ 6,579,000$ COMMERCIAL 2,599,931 1,920,323 1,888,223 1,850,000 1,887,000 FORF DISCOUNTS/PENALTIES 44,765 0 0 0 0 CONNECT FEES 42,349 46,780 52,030 48,000 49,000 WATER TAPS 328,150 395,163 484,910 440,000 448,800 MISC OPERATING REVENUES 0 1,943 4,762 28,000 28,600 INTEREST ON INVESTMENTS 309,905 533,934 433,879 300,000 306,000 REALIZED GAIN / (LOSS)722 6,532 (7,656) 0 0 DAMAGE REIMB. 1,269 28,318 9,604 7,000 7,100 SUBROGATION RECOVERED 6,994 000 0 OTHER REIMB. 817 0 23,641 200 200 LAND RENTALS/LEASES 0 300 0 0 0 SALE OF SCRAP 331 0 0 0 0 SALE OF SURPLUS ApprERTY 39 821,970 3,350 238,463 3,500 MISC NONOPERATING REVENUE 262 10,675 7,536 76,000 7,500 TOTAL WATER FUND $7,966,361 $9,899,321 $9,142,693 $9,437,663 $9,316,700 WASTEWATER FUND RESIDENTIAL 5,502,738$ 5,867,817$ 6,718,484$ 7,192,000$ 7,623,500$ COMMERCIAL 1,047,272 1,121,465 1,121,061 1,350,000 1,431,000 FORF DISCOUNTS/PENALTIES 46,826 000 0 SEWER TAPS 177,750 227,400 323,038 305,000 311,100 MISC OPERATING REVENUES 0000 0 INTEREST ON INVESTMENTS 99,574 146,805 129,741 100,000 102,000 REALIZED GAIN/LOSS 193 1,752 (2,286) 0 0 RESRVD INT: REV BOND I&S 0000 0 DAMAGE REIMBURSEMENT 0 0 0 0 0 SUBROGATION RECOVERED 4,223 0 0 0 0 SALE OF SCRAP 0000 0 SALE OF SURPLUS ApprERTY 0 40 25,895 3,500 3,600 MISC. NONOPERATING REVENUE 0 (7) 40 6,500 6,600 TOTAL WASTEWATER FUND $6,878,576 $7,365,272 $8,315,973 $8,957,000 $9,477,800 0 5,000,000 10,000,000 15,000,000 20,000,000 25,000,000 30,000,000 35,000,000 40,000,000 45,000,000 50,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate ELECTRIC FUND REVENUE 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 9,000,000 10,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate WATER FUND REVENUE D-7 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 SANITATION FUND RESIDENTIAL 2,198,481$ 2,511,985$ 2,575,734$ 2,880,000$ 2,937,600$ COMMERCIAL 1,271,183 1,453,819 1,447,125 1,489,000 1,518,780 COMMERCIAL/NONTAXABLE 14,792 14,958 221,957 235,000 239,700 INFECTIOUS WASTE 595 0 0 0 0 STATE SURCHARGE 1,986 2,180 2,075 2,000 2,000 DEAD ANIMAL PICKUP 182 0 952 1,000 1,000 ROLLOFF RENTAL - TAXABLE 0 13,414 14,293 14,000 14,300 ROLLOFF RENTAL - NON-TAXABLE 0 2,824 1,632 1,800 1,800 MISC.FEES 5,507 5,330 4,516 4,700 4,800 MISC FEES (NT)0 788 680 800 800 FORF DISCOUNTS/PENALTIES 25,109 0 0 0 0 OTHER OPRTNG: RECYCLING 15,336 40,308 24,201 17,500 17,900 MISC OPERATING REVENUES 2,438 645 1,903 500 500 INTEREST ON INVESTMENTS 159,347 96,842 53,522 30,000 30,600 REALIZED GAIN/LOSS 368 1,109 (986) 200 200 BVSWMA/ASSET TRANSFER 18,399 0 0 0 0 EARNINGS IN JOINT VENTURE 1,071,370 000 0 CASH OVER/SHORT (29) 0 0 0 0 COLLECTION SERVICE FEES 575 1,547 1,354 1,500 1,500 SALE OF SCRAP 0000 0 SALE OF SURPLUS ApprERTY 33,977 2,050 0 0 0 MISC. NONOPERATING REVENUE 392 615 40 100 100 GRANTS 0000 0 TOTAL SANITATION FUND $4,820,008 $4,148,414 $4,348,998 $4,678,100 $4,771,580 DRAINAGE FUND RESIDENTIAL 350,232$ 736,546$ 772,135$ 827,000$ 826,200$ COMMERCIAL 99,785 201,080 209,538 211,000 215,200 INTEREST ON INVESTMENTS 178,357 323,539 294,359 170,000 160,000 REALIZED GAIN/(LOSS)56 3,376 (5,073)00 OTHER MISC REVENUE 0 0 0 6,700 0 PROCEEDS - GO BONDS 1,432,900 500,000 785,000 1,000,000 855,000 Transfer In 0 - - 21,839 0 TOTAL DRAINAGE FUND 2,061,330 1,764,541 2,055,959 2,236,539 2,056,400 3,800,000 4,000,000 4,200,000 4,400,000 4,600,000 4,800,000 5,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate SANITATION FUND REVENUE 4,000,000 5,000,000 6,000,000 7,000,000 8,000,000 9,000,000 10,000,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate WASTEWATER FUND REVENUE 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 FY99 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate DRAINAGE FUND REVENUE D-8 REVENUE HISTORY AND FY 04 ESTIMATES Estimate Estimate DESCRIPTION Y9 FY00 FY01 FY02 FY03 FY 04 BVSWMA FUND LANDFILL CHARGES 5,284,324$ 5,237,839$5,396,098$5,221,600$4,626,000$ INVESTMENT INCOME 0 0 17 0 0 INTEREST ON INVESTMENTS 426,078 514,034 491,338 310,000 310,000 REALIZED GAIN/ (LOSS)(2,743) 6,039 (8,777) 0 0 DAMAGE REIMBURSEMENT 4,311 102,900 00 0 GRANTS 2,742 34,462 0 13,011 0 CASH OVER/SHORT 236 80 (5) 2,000 0 COLLECTION SERVICE FEES 0 0 700 0 0 MINERAL PERMITS 0 0 0 3,209 0 MINERAL LEASES 0000 0 MINERAL ROYALTY INTERESTS 18,645 6,156 2,629 0 0 LAND RENTALS/LEASES 0000 0 EQUIPMENT RENTAL 0000 0 OTHER MISC. REVENUE 448 355 315 0 0 GAIN ON SALE OF PROPERTY 15,674 7,400 14,700 0 0 MINERAL FRANCHISE TAXES 0000 0 MISC. NONOP. REVENUE 14,757 6,560 27,193 00 TOTAL BVSWMA FUND 5,764,472 5,915,825 5,924,208 5,549,820 4,936,000 0 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 FY00 FY01 FY02 FY03 Estimate FY 04 Estimate BVSWMA FUND REVENUE D-9 APPENDIX E CITY OF COLLEGE STATION CHARTER ARTICLE V - THE BUDGET ARTICLE V THE BUDGET Fiscal Year; Section 45. The fiscal year of the City of College Station shall be determined by ordinance of the Council. Such fiscal year shall also constitute the budget and accounting year. Preparation and Submission of Budget; Section 46. The City Manager, between thirty (30) and ninety (90) days prior to the beginning of each fiscal year, shall submit to the City Council a approved budget which shall provide a complete financial plan for the fiscal year, and shall contain the following: (1) A budget message, explanatory of the budget, which shall contain an outline of the approved financial policies of the city for the fiscal year, shall set forth the reasons for salient changes from the previous fiscal year in expenditure and revenue items and shall explain any major changes in financial policy. (2) A consolidated statement of receipts and expenditures for all funds. (3) An analysis of property valuations and the tax rate, which may be based on an estimated tax roll prepared by the Central Appraisal District, if the final roll has not been certified. (4) All operating funds and resources in detail. (5) Detailed estimates of expenditures shown separately for each activity. Such estimates of expenditures are to include an itemization of position showing the number of persons having each title and the total regular pay for each position. (6) A revenue and expense statement for all types of bonds and other obligations of the city. (7) A description of all outstanding bonds and other obligations of the city, showing as to each issue, the rate or rates of interest, the date of the issue, the maturity date or dates, the amount authorized, the amount issued, and the amount outstanding. (8) A schedule of requirements for the principal and interest on each issue of bonds and other obligations of the city. (9) A special funds section. (10) The appropriation ordinance. (11) The tax levying ordinance. Anticipated Revenues Compared With Other Years in Budget; Section 47. In preparing the budget the City Manager shall, in the form which he presents to the City Council, place in parallel columns opposite the several items of revenue the actual amount of each item for the last completed fiscal year, the estimated amount for the current fiscal year, and the approved amount for the ensuing fiscal year. Approved Expenditures Compared With Other Years; Section 48. The City Manager shall, in the preparation of the budget, place in parallel columns opposite the various items of expenditures the actual amount of such items of expenditures for the last completed fiscal year, the estimated for the current fiscal year, and the approved amount for the ensuing fiscal year. Budget a Public Record; Section 49. The budget and all supporting schedules shall be filed with the City Secretary when submitted to the City Council and shall be a public record for inspection by anyone. The City Manager shall cause copies to be made for distribution to all interested persons. Notice of Public Hearing on Budget; Section 50. At the meeting at which the budget is submitted, the city council shall fix the time and place of a public hearing on the budget and shall cause to be published a notice of the hearing setting forth the time and place thereof at least five (5) days before the date of the hearing. Public Hearing on Budget; Section 51. At the time and place set for a public hearing on the budget, or at any time and place to which such public hearing shall from time to time be adjourned, the City Council shall hold a public hearing on the budget submitted, and all E-1 interested persons shall be given an opportunity to be heard for or against any item or the amount of any item therein contained. Proceedings on Budget After Public Hearing Amending Or Supplementing Budget; Section 52. After the conclusion of such public hearing, the City Council may insert new items or may increase or decrease the items of the budget, except items in approved expenditures fixed by law. Before inserting any additional item or increasing any item of appropriation which will increase the total budget by ten percent or more, it must cause to be published a notice setting forth the nature of the approved increases and fixing a place and time, not less than five (5) days after publication, at which the city council will hold a public hearing thereon. Proceedings on Adoption of Budget; Section 53. After such further hearing, the City Council may insert the additional item or items, and make the increase or increases, to the amount in each case indicated by the published notice, or to a lesser amount; but where it shall increase the total approved expenditures, it shall also provide for an increase in the total anticipated revenue to at least equal such total approved expenditures. Vote Required for Adoption; Section 54. The budget shall be adopted by the favorable vote of a majority of the members of the entire city council. Date of Final Adoption; Failure to Adopt; Section 55. The budget shall be finally adopted not later than the twenty-seventh day of the last month of the fiscal year. Should the City Council take no final action on or prior to such day, the budget as submitted by the City Manager shall be deemed to have been finally adopted. Effective Date of Budget; Certification; Copies Made Available; Section 56. Upon final adoption, the budget shall be in effect for the fiscal year. A copy of the budget, as finally adopted, shall be filed with the City Secretary, the County Clerk of Brazos County and the State Comptroller of Public Accounts at Austin. The final budget shall be printed, mimeographed or otherwise reproduced, and a reasonable number of copies shall be made available for the use of all officers, departments and agencies, and for the use of interested persons and civic organizations. Budget Establishes Appropriations; Section 57. From the effective date of the budget, the several amounts stated therein as approved expenditures shall be and become appropriated to the several objects and purposes therein named. Budget Establishes Amount to be Raised by Property Tax; Section 58. From the effective date of the budget, the amount stated therein as the amount to be raised by property tax shall constitute a determination of the amount of the levy for the purposes of the city in the corresponding tax year. Contingent Appropriation; Section 59. Provision shall be made in the annual budget and in the appropriation ordinance for a contingent appropriation in an amount not more than three (3) percent of the total budget expenditure, to be used in case of unforeseen items of expenditures. Such contingent appropriation shall be under the control of the City Manager and distributed by him, after approval by the City Council. Expenditures from this appropriation shall be made only in case of established emergencies and a detailed account of such expenditures shall be recorded and reported. The proceeds of the contingent appropriation shall be disbursed only by transfer to other departmental appropriation, the spending of which shall be charged to the departments or activities for which the appropriations are made. Estimated Expenditures Shall Not Exceed Estimated Resources; Section 60. The total estimated expenditures of the general fund and debt fund shall not exceed the total estimated resources of each fund. The classification of revenue and expenditure accounts shall conform as nearly as local conditions will permit to the uniform classification as promulgated by the Governmental Accounting Standards Board, or some other nationally accepted classification. 1. If during the fiscal year the City Manager certifies that there are available for appropriation revenues in excess of those estimated in the budget, the City Council, by ordinance, may make supplemental appropriations for the year up to the amount of such excess. Before approval, the council shall fix the time and place of a public hearing on the supplemental appropriation and shall cause to be published a notice in the official newspaper of the City of College Station of the hearing setting the time and place at least five (5) working days before the date of the hearing. E-2 2. To meet a public emergency affecting life, health and property of the public peace, the city council may make emergency appropriations. Such appropriations may be made by emergency ordinance. To the extent that there are no available unappropriated revenues or a sufficient fund balance to meet such appropriations, the council may by such emergency ordinance authorize the issuance of emergency notes, which may be renewed from time to time, but the emergency notes and renewals of any such notes made during a fiscal year shall be paid not later than the last day of the fiscal year next succeeding that in which the emergency appropriation was made. 3. If at any time during the fiscal year it appears probable to the City Manager that the revenues or fund balances available will be insufficient to meet the amounts appropriated, he shall report to the city council without delay, indicating the estimated amount of the deficit, any remedial action taken by him and his recommendations as to any other steps to be taken. The council shall then take such further action as it deems necessary to prevent or reduce any deficit and for that purpose it may by ordinance reduce one or more appropriations. 4. The City Manager may at any time transfer any unencumbered appropriation balance or portion thereof between general classifications of expenditures within an office, department or agency. At the request of the City Manager, the City Council may by resolution transfer any unencumbered appropriation balance or portion thereof from one office, department or agency to another. 5. No appropriation for debt service may be reduced or transferred, and no appropriation may be reduced below any amount required by law to be appropriated or by more than the amount of the unencumbered balance thereof. The supplemental and emergency appropriations and reduction of transfer of appropriations authorized by this section may be made effective immediately upon adoption. Emergency Appropriations; Section 61. All appropriations shall lapse at the end of the fiscal year to the extent that they shall not have been expended or lawfully encumbered. E-3 APPENDIX F FISCAL AND BUDGETARY POLICY STATEMENTS FISCAL AND BUDGETARY POLICY STATEMENTS I. STATEMENT OF PURPOSE The broader intent of the following Fiscal and Budgetary Policy Statements is to enable the City to achieve a long-term stable and positive financial condition. The watchwords of the City's financial management include integrity, prudent stewardship, planning, accountability, and full disclosure. The more specific purpose is to provide guidelines to the Director of Fiscal Services otherwise known as the Director of Fiscal Services in planning and directing the City's day-to-day financial affairs and in developing recommendations to the City Manager and City Council. The scope of these policies generally spans, among other issues, accounting, purchasing, auditing, financial reporting, internal controls, operating and capital budgeting, revenue management, cash and investment management, expenditure control, asset management, debt management, and planning concepts, in order to: A. Present fairly and with full disclosure the financial position and results of the financial operations of the City in conformity with generally accepted accounting principles (GAAP), and B. Determine and demonstrate compliance with finance related legal and contractual issues in accordance with provisions of the Texas Local Government Code and other pertinent legal documents and mandates. The City Council will annually review and approve the Fiscal and Budgetary Policy Statements as part of the budget process. II. OPERATING BUDGET A. PREPARATION. Budgeting is an essential element of the financial planning, control, and evaluation process of municipal government. The "operating budget" is the City's annual financial operating plan. The budget includes all of the operating departments of the City, the debt service fund, all capital projects funds, and the internal service funds of the City. The budgets for the General Funds and Special Revenue Funds are prepared in the Office of Budget and Strategic Planning on a modified accrual basis. Under this basis revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred with the exception of: unmatured interest on long term debt which is recognized when due, and certain compensated absences and claims and judgments such as accrued vacation leave which are recognized when the obligations are expected to be liquidated with expendable resources. The budgets for the Enterprise and Internal Service Funds are similarly prepared on the modified accrual basis where cash transactions are included in the budget presentation in lieu of non cash transactions such as depreciation. The focus is on the net change in working capital. The budget is prepared with the cooperation of all City Departments, and is submitted to the City Manager who makes any necessary changes and transmits the document to the City Council. The budget shall be presented to the City Council no later than six weeks prior to fiscal year end, and shall be enacted by the City Council on or before the twenty-seventh day of the last month of the preceding fiscal year. 1. APPROVED BUDGET. A approved budget shall be prepared by the Manager with the participation of all of the City's Department Directors within the provisions of the City Charter. a. The budget shall include four basic segments for review and evaluation: (1) personnel costs, (2) base budget for operations and maintenance costs, (3) service level adjustments for increases or decreases to existing service levels, and (4) revenues. b. The budget review process shall include Council participation in the development of each of the four segments of the approved budget and a public hearing to allow for citizen participation in the budget preparation. F-1 c. The budget process shall span sufficient time to address policy and fiscal issues by the Council. d. A copy of the approved budget shall be filed with the City Secretary when it is submitted to the City Council in accordance with the provisions of the City Charter. 2. ADOPTION. Upon the presentation of a approved budget document to the Council, the Council shall call and publicize a public hearing. The Council will subsequently adopt by ordinance such budget as it may have been amended as the City's Annual Budget, effective for the fiscal year beginning October 1. 3.Budget Award. The operating budget will be submitted annually to the Government Finance Officers Association (GFOA) for evaluation and consideration for the Award for Distinguished Budget Presentation. B. BALANCED BUDGET. The operating budget will be balanced with current revenues, exclusive of beginning resources, greater than or equal to current expenditures/expenses. Excess balances shall be used as capital funds or other non- recurring expenditures. C. PLANNING. The budget process will be coordinated so as to identify major policy issues for City Council. The budget process will be a part of an overall strategic planning process for the City. D. REPORTING. Periodic financial reports will be prepared to enable the Department Directors to assess their budgetary and operational performance and to enable the Office of Budget and Strategic Planning to monitor and control the budget as authorized by the City Manager. Summary financial reports will be presented to the City Council quarterly within thirty (30) working days after the end of each quarter. Such reports will be in a format appropriate to enable the City Council to understand the big picture budget status. E. CONTROL. Operating expense control is addressed in Section IV.C. of these Policies. F.CONTINGENT APPROPRIATION. Pursuant to Section 59 of the Charter of the City of College Station, the City will establish an adequate contingent appropriation in each of the operating funds. The expenditure for this appropriation shall be made only in cases of emergency, and a detailed account shall be recorded and reported. The proceeds shall be disbursed only by transfer to departmental appropriation. The transfer of this budget appropriation shall be under the control of the City Manager and may be distributed by him in amounts not exceeding $15,000 or such amount as shall be provided by Article 2368a V.T.C.S. as amended from time to time. Any transfer involving more than such amounts must be expressly approved in advance by the City Council. All transfers from the contingent appropriation will be evaluated using the following criteria: 1. Is the request of such an emergency nature that it must be made immediately? 2. Why was the item not budgeted in the normal budget process? 3. Why can’t the transfer be made within the division or department? III. REVENUE MANAGEMENT. A. OPTIMUM CHARACTERISTICS. The City will strive for the following optimum characteristics in its revenue system: 1. SIMPLICITY. The City, where possible and without sacrificing accuracy, will strive to keep the revenue system simple in order to reduce compliance costs for the taxpayer or service recipient. A corresponding decrease in the City's cost of collection and a reduction in avoidance to pay will thus result. The City will avoid nuisance taxes or charges as revenue sources. 2. CERTAINTY. A knowledge and understanding of revenue sources increases the reliability of the revenue system. The City will understand its revenue sources and enact consistent collection policies to provide assurances that the revenue base will materialize according to budgets and plans. 3. EQUITY. The City shall make every effort to maintain equity in its revenue system; i.e., the City shall seek to minimize or eliminate all F-2 forms of subsidization between entities, funds, services, utilities, and customer classes. 4. REVENUE ADEQUACY. The City shall require that there be a balance in the revenue system; i.e., the revenue base will have the characteristic of fairness and neutrality as it applies to cost of service, willingness to pay, and ability to pay. 5. ADMINISTRATION. The benefits of a revenue source will exceed the cost of levying and collecting that revenue. The cost of collection will be reviewed annually for cost effectiveness as a part of the indirect cost and cost of service analysis. Where appropriate, the City will use the administrative processes of State or Federal collection agencies in order to reduce administrative costs. 6. DIVERSIFICATION AND STABILITY. A diversified revenue system with a stable source of income shall be maintained. This approach will help avoid instabilities in particular revenue sources due to factors such as fluctuations in the economy and variations in the weather. Stability is achieved by a balance between elastic and inelastic revenue sources. B.OTHER CONSIDERATIONS. The following considerations and issues will guide the City in its revenue policies concerning specific sources of funds: 1. COST/BENEFIT OF INCENTIVES FOR ECONOMIC DEVELOPMENT. The City will use due caution in the analysis of any tax or fee incentives that are used to encourage development. Ideally, a cost/benefit (fiscal impact) analysis will be performed as part of such evaluation. 2. NON-RECURRING REVENUES. One-time or non-recurring revenues will not be used to finance ongoing operations. Non-recurring revenues should be used only for one-time expenditures such as long-lived capital needs. They will not be used for budget balancing purposes. 3. PROPERTY TAX REVENUES. All real and business personal property located within the City shall be valued at 100% of the fair market value for any given year based on the current appraisal supplied to the City by the Brazos County Appraisal District. Reappraisal and reassessment shall be done at a minimum of once every three years. A ninety-six and one half percent (96.5%) collection rate shall serve each year as a minimum goal for tax collections. The City Manager may, for budget and forecasting purposes, use up to the tax rate in effect for the current year's budget. This policy will require that the City Manager justify a tax rate that is different from the current tax rate. The justification will be based on City Council directions, needs arising from voter authorized bonds, or other extraordinary conditions as may arise from time to time. 4. INVESTMENT INCOME. Earnings from investment (both interest and capital gains) of available monies, whether pooled or not, will be distributed to the funds in accordance with the equity balance of the fund from which monies were provided to be invested. 5. USER-BASED FEES AND SERVICE CHARGES. For services associated with a user fee or charge, the direct and indirect costs of that service will be offset by a fee where possible. There will be a review of fees and charges no less than once every three years to ensure that fees provide adequate coverage of costs of services. User charges may be classified as "full cost recovery," partial cost recovery," and "minimal cost recovery," based upon City Council policy. a. Full fee support (80-100%) will be obtained from enterprise operations such as utilities, sanitation service, landfill, cemetery and licenses and permits. b. Partial fee support (50-80%) will be generated by charges for emergency medical services, miscellaneous licenses and fines, and all adults sports programs. c. Minimum fee support (0-50%) will be obtained from other parks, recreational, cultural, and youth programs and activities. 6. ENTERPRISE FUND RATES. The City will review and adopt utility rates as needed to generate revenues required to fully cover operating expenses, meet the legal restrictions of all applicable bond covenants, and provide for an adequate level of working capital. F-3 Additionally, enterprise activity rates will include transfers to and receive credits from other funds as follows: a. General and Administrative (G&A) Charges. G&A costs will be charged to all funds for services of general overhead, such as administration, finance, customer billing, personnel, data processing, engineering, legal counsel, and other costs as appropriate. The charges will be determined through an indirect cost allocation study following accepted practices and procedures. b. Payment for Return on Investment. The intent of this transfer is to provide a benefit to the citizens for the ownership of the various utility operations they own. This transfer will be made in accordance with the following two methods, not to exceed 10% of the total estimated operating revenues for the Water and Wastewater Funds, 10.5% for the Electric fund, and 7.0% for the Sanitation Fund: (1) In-Lieu-of-Franchise-Fee. In-lieu-of- franchise fee will be included as a part of the rate computation at 4% of gross sales consistent with the franchise rates charged to investor owned utilities franchised to operate within the City. (2)Return on Investment. The Return on Investment will be calculated at 8% of total Fund Equity. 7. INTERGOVERNMENTAL REVENUES. Reliance on intergovernmental revenues (grants) will be eliminated or reduced. Any potential grants will be examined for matching and continuation of program requirements. These revenue sources should be used only for projects and programs where operating and maintenance costs that have been included in the financial forecast and their ultimate effect on operations and revenue requirements are anticipated. 8. REVENUE MONITORING. Revenues as they are received will be regularly compared to budgeted revenues and variances will be investigated. This process will be summarized in the appropriate budget report. IV. EXPENDITURE CONTROL A. APPROPRIATIONS. The point of budgetary control is at the department level in the General Fund and at the fund level in all other funds. When budget adjustments among Departments and/or funds are necessary, they must be approved by the City Council and must meet other requirements as outlined in the City Charter. Budget appropriation amendments at lower levels of control shall be made in accordance with the applicable administrative procedures. B. AMENDMENTS TO THE BUDGET. In accordance with the City Charter, the budget may be amended after the following conditions are met: 1. The City Manager certifies that there are available revenues in excess of those estimated in the Budget. 2. The City Council holds a public hearing on the supplemental appropriation. 3. The City Council approves the supplemental appropriation. C. CENTRAL CONTROL. Modifications within the operating categories (salaries, supplies, maintenance, services, capital etc.) can be made with the approval of the City Manager. Modifications to reserve categories and interdepartmental budget totals will be done only by City Council consent with formal briefing and council action. D. PURCHASING. All City purchases and contracts shall conform to a competitive bidding process as set forth in Chapter 252 as amended from time to time in the Local Government Code of Texas. If the sealed competitive bidding requirement applies to the contract, the contract shall be submitted to the Council for approval. The purchase of goods or services by the City totaling $3,000 to $25,000 shall be awarded to the successful bidder through an informal bidding process culminating in the issuance of a purchase order when deemed appropriate. Any payment for the purchase of goods or services by the City at a total cost of less than $3,000 may be approved by the applicable department in accordance with the department's internal control procedures. F-4 E. PROMPT PAYMENT. All invoices approved for payment by the proper City authorities shall be paid within thirty (30) calendar days of receipt of goods or services or invoice date, whichever is later, in accordance with the provisions of Article 601f, Section 2 of the State of Texas Civil Statutes. The Director of Fiscal Services shall establish and maintain proper procedures which will enable the City to take advantage of all purchase discounts, when possible, except in the instance where payments can be reasonably and legally delayed in order to maximize the City's investable cash. F. RISK MANAGEMENT. The City will aggressively pursue every opportunity to provide for the Public's and City employees' safety and to manage its risks. The goal shall be to minimize the risk of loss of resources through liability claims with an emphasis on safety programs. All reasonable options will be investigated to finance risks. Such options may include risk transfer, insurance, and risk retention. Where risk is retained, reserves will be established based upon actuarial determinations and not be used for purposes other than for financing losses. G. REPORTING. Summary reports will be prepared showing actual expenditures as compared to the original budget and prior year expenditures. V. CAPITAL BUDGET AND PROGRAM A.PREPARATION. The City's capital budget will include all capital projects funds and all capital resources. The budget will be prepared annually on a project basis. The capital budget will be prepared by the Office of Budget and Strategic Planning with the involvement of responsible departments. B. CONTROL. All capital project expenditures must be appropriated in the capital budget. The Director of Fiscal Services must certify the availability of resources before any capital project contract is presented to the City Council for approval. C. PROGRAM PLANNING. The capital budget will be taken from the capital improvements project plan for future years. The planning time frame for the capital improvements project plan should normally be five years, with a minimum of at least three years. The replacement and maintenance for capital items should also be projected for the next five years. Future maintenance and operational costs will be considered so that these costs can be included as appropriate in the annual budget. D. FINANCING PROGRAMS. Where applicable, assessments, impact fees, pro-rata charges, or other fees should be used to fund capital projects which have a primary benefit to specific, identifiable property owners. Recognizing that long-term debt is usually a more expensive financing method, alternative financing sources will be explored before debt is issued. When debt is issued, it will be used to acquire major assets with expected lives which equal or exceed the average life of the debt issue. E. REPORTING. Periodic financial reports will be prepared to enable the Department Managers to manage their capital budgets and to enable the Office of Budget and Strategic Planning to monitor and control the capital budget as authorized by the City Manager. Summary capital project status reports will be presented to the City Council monthly. VI. CAPITAL MAINTENANCE & REPLACEMENT The City recognizes that deferred maintenance and not anticipating capital replacements increases future capital costs. In order to address these issues, the City Council has approved a number of policies to address these issues. A. STREETS CAPITAL MAINTENANCE AND REPLACEMENT. It is the policy of the City to annually provide significant funding for the Streets Division within the Public Works Department to use for a residential street maintenance program. B. BUILDING CAPITAL MAINTENANCE AND REPLACEMENT. It is the policy of the City to annually provide significant funding for major maintenance on its buildings such as roof air conditioning, flooring and other replacements. C. PARKING LOTS AND INTERNAL ROADWAYS. It is the policy of the City to annually provide significant funding to pay for F-5 major maintenance of parking lots and internal roadways. D. TECHNOLOGY. It is the policy of the City to fund the maintenance and replacement of its computer network and personal computers. The funding for the computer network is 10% ) of the original cost of the equipment and the software. Additionally, funding for integration solutions and upgrades to the mid range systems is $90,000 annually. Major replacements for the computer systems including hardware and software will be anticipated for a five-year period and included with the capital projects lists presented in the annual budget. E. FLEET REPLACEMENT. The City has a major investment in its fleet of cars, trucks, tractors, backhoes, and other equipment. The City will anticipate replacing existing equipment, as necessary and will establish charges that are assigned to departments to account for the cost of that replacement. The replacement fund may be used to provide funding for new equipment providing a charge to departments that recovers the initial investment and lost opportunity costs and maintains the ability of the fund to provide for replacement of all covered equipment. F. RADIOS, COPIERS, OTHER EQUIPMENT, AND TELEPHONES. The City has a major investment in its radios, copiers, and telephone equipment. As a part of the on going infrastructure maintenance and replacement, the City has anticipated the useful life of such equipment and established a means of charging the cost of replacement of that equipment to the various departments in order to recognize the city's continuing need. VlI. ACCOUNTING, AUDITING, AND FINANCIAL REPORTING A. ACCOUNTING. The City is solely responsible for the recording and reporting of its financial affairs, both internally and externally. The Director of Fiscal Services is the City's Chief Fiscal Officer and is responsible for establishing the structure for the City’s Chart of Accounts and for assuring that procedures are in place to properly record financial transactions and report the City’s financial position. B. AUDITING. 1. QUALIFICATIONS OF THE AUDITOR. In conformance with the City's Charter and according to the provisions of Texas Local Government Code, Title 4, Chapter 103, the City will be audited annually by outside independent accountants ("auditor"). The auditor must be a CPA firm of regional reputation and must demonstrate that it has the breadth and depth of staff to conduct the City's audit in accordance with generally accepted auditing standards (GAAS) and contractual requirements. The auditor must be registered as a partnership or corporation of certified public accountants, holding a license under Article 41 a-1, Section 9, of the Civil Statutes of Texas, capable of demonstrating that it has sufficient staff which will enable it to conduct the City's audit in accordance with generally accepted auditing standards as required by the City Charter and applicable state and federal laws. The auditor's report on the City's financial statements will be completed and filed with the City Secretary within 120 days of the City's fiscal year end, and the auditor will jointly review the management letter with the City Council within 30 days of its receipt by the staff. In conjunction with their review, the Director of Fiscal Services shall respond in writing to the City Manager and City Council regarding the auditor's Management Letter, addressing the issues contained therein. The Council shall schedule its formal acceptance of the auditor's report upon the resolution of any issues resulting from the joint review. 2. RESPONSIBILITY OF AUDITOR TO CITY COUNCIL. The auditor is retained by and is accountable directly to the City Council and will have access to direct communication with the City Council if the City Staff is unresponsive to auditor recommendations or if the auditor considers such communication necessary to fulfill its legal and professional responsibilities. 3. SELECTION OF AUDITOR. The City will not require a periodic rotation of outside auditors, but will circulate requests for proposal for audit services at least every five years. Authorization for the City's annual F-6 audit shall occur no less than 30 days prior to the end of the fiscal year. C. FINANCIAL REPORTING. 1. EXTERNAL REPORTING. The City's auditors, the City shall prepare a written Comprehensive Annual Financial Report (CAFR) which shall be presented to the Council within 120 calendar days of the City's fiscal year end. Accuracy and timeliness of the CAFR are the responsibility of City staff. The CAFR shall be prepared in accordance with GAAP and shall be presented annually to the Government Finance Officer's Association (GFOA) for evaluation and consideration for the Certificate of Achievement for Excellence in Financial Reporting. If City staffing limitations preclude such timely reporting, the Director of Fiscal Services will inform the City Council of the delay and the reasons therefor. 2. INTERNAL REPORTING. The Fiscal Services Department will prepare internal financial reports, sufficient to plan, monitor, and control the City's financial affairs. Internal financial reporting objectives are addressed throughout these policies. VIII. ASSET MANAGEMENT A. INVESTMENTS. The Director of Fiscal Services shall promptly invest all City funds with the depository bank in accordance with the provisions of the current Bank Depository Agreement or in any negotiable instrument authorized by the City Council under the provisions of the Public Funds Investment Act of 1987 as amended, and in accordance with the City Council's approved Investment Policies. An investment report will be provided to the City Council quarterly. This report shall provide both summary and detailed information on the City’s investment portfolio. B. CASH MANAGEMENT. The City's cash flow will be managed to maximize the cash available to invest. Such cash management will entail the centralization of cash collections, where feasible, including utility bills, building and related permits and licenses, fines, fees, and other collection offices as appropriate. Periodic review of cash flow position will be performed to determine performance of cash management and conformance to investment policies. The underlying theme will be that idle cash will be invested with the intent to 1) safeguard assets, 2) maintain liquidity, and 3) maximize return. Where legally permitted, pooling of investments will be done. C. FIXED ASSETS AND INVENTORY. These assets will be reasonably safeguarded and properly accounted for, and prudently insured. A fixed asset of the City shall be defined as a purchased or otherwise acquired piece of equipment, vehicle, furniture, fixture, capital improvement, addition to existing capital investments, land, buildings or accessioned Library materials which has an original cost or value of at least $5,000 and a useful life of more than three years. All expenditures related to specific capital projects are exceptions to the rule. Assets owned by the electric utility will be capitalized in accordance with Federal Energy Regulatory Commission (FERD) guidelines. Furthermore, assets owned by either the water or wastewater utilities will be capitalized in accordance with the National Association of Regulatory Utility Commissioners (NARUC) guidelines. The City's fixed assets shall be reasonably safeguarded and properly accounted for and sufficiently insured. Responsibility for the safeguarding of the City's fixed assets lies with the department director in whose department the fixed asset is assigned. The Fiscal Services Department shall maintain the permanent records of the City's fixed assets including description, cost, department of responsibility, date of acquisition, depreciation and expected useful life. D. COMPUTER SYSTEM/DATA SECURITY. The City shall provide security of its computer/network system and data files through physical and logical security systems that will include, but not limited to, double back-to-back firewalls and a two-tier spam/virus protection system. The physical location of computer/network systems shall be in locations inaccessible to unauthorized personnel. F-7 IX. DEBT MANAGEMENT A. DEBT ISSUANCE. The City will issue debt only for the purpose of acquiring or constructing capital assets for the general benefit of its citizens and to allow it to fulfill its various missions as a city. Debt may be issued for the purposes of purchasing land or rights-of-way and/or improvements to land, for construction projects to provide for the general good, for capital equipment… 1. GENERAL OBLIGATION BONDS (GO's). GO's will be used only to fund capital assets of the general government and are not to be used to fund operating needs of the City. GO's are backed by the full faith and credit of the City as well as the ad valorem tax authority of the City, to the extent allowed by law. The term of a bond issue will not exceed the useful life of the asset(s) funded by the bond issue and will generally be limited to no more than twenty (20) years. General obligation bonds must be authorized by a vote of the citizens of the City of College Station. 2. REVENUE BONDS (RB's). RB'S will be issued to provide for the capital needs of any activities where the capital requirements are necessary for continuation or expansion of a service which produces a revenue and for which the asset may reasonably be expected to provide for a revenue stream to fund the debt service requirements. The term of the obligation should not exceed the useful life of the asset(s) to be funded by the bond issue and will generally be limited to no more than twenty (20) years. 3. CERTIFICATES OF OBLIGATION, Contract Obligations, etc. (CO's). CO's will be used in order to fund capital requirements that are not otherwise covered under either revenue bonds or general obligation bonds. Debt service for CO's may be either from general revenues or backed by a specific revenue stream or streams or by a combination of both. Generally CO's will be used to fund capital assets when GO's and RB's are not appropriate and when authorized under law. The term of the obligation may not exceed the useful life of the asset(s) to be funded by the proceeds of the debt issue and will generally be limited to no more than ten (10) years, but may extend to twenty (20) years when the asset is of a nature that its anticipated useful life exceeds 20 years. B. METHOD OF ISSUANCE AND BIDDING PARAMETERS. 1. METHOD OF SALE. The City will use a competitive bidding process in the sale of bonds unless the nature of the issue warrants a negotiated bid. In situations where a competitive bidding process is not elected, the City will publicly present the reasons why, and the City will participate with the financial advisor in the selection of the underwriter or direct purchaser. 2.BIDDING PARAMETERS. The notice of sale will be carefully constructed so as to ensure the best possible bid for the City, in light of the existing market conditions and other prevailing factors. C. ANALYSIS OF FINANCING ALTERNATIVES. Staff will explore alternatives to the issuance of debt for capital acquisitions and construction projects. These alternatives will include, but not be limited to, 1) grants in aid, 2) use of reserves, 3) use of current revenues, 4) contributions from developers and others, 5) leases, and 6) impact fees. D. DISCLOSURE. Full disclosure of operating costs along with capital costs will be made to the bond rating agencies and other users of financial information. The City staff, with the assistance of financial advisors and bond counsel, will prepare the necessary materials for presentation to the rating agencies, will aid in the production of Preliminary Official Statements, and will take responsibility for the accuracy of all financial information released. E. FEDERAL REQUIREMENTS. The City will maintain procedures to comply with arbitrage rebate and other Federal requirements. F. DEBT STRUCTURING. The City will issue bonds for 20 years or less, not to exceed the life of the asset acquired. The structure should approximate level annual debt service unless operational matters dictate otherwise or if market conditions indicate potential savings could result from modifying the level payment stream. F-8 Consideration of market factors, such as the tax- exempt qualification, minimum tax alternative, and so forth will be given during the structuring of long-term debt instruments. X. FINANCIAL CONDITIONS, RESERVES, AND STABILITY RATIOS A. OPERATIONAL COVERAGE. (NO OPERATING DEFICITS). The City will maintain an operational coverage of 1.00, such that current operating revenues will at least equal or exceed current operating expenditures. Deferrals, short-term loans, or one-time sources will be avoided as budget balancing techniques. Reserves will be used only for emergencies or non-recurring expenditures, except when balances can be reduced because their levels exceed guideline minimums as stated in Paragraph B, following. B. OPERATING RESERVES/FUND BALANCES 1. The unobligated fund balance in the General Fund should be at least 15% of the annual budgeted General Fund expenses. This percentage is the equivalent of 55 days expenditures. An additional amount of up to 3.0% should be maintained for extraordinary items or contingencies. Cash and investments alone should be equivalent to 30 days of operating expenditures. 2. The working capital (current assets less current liabilities) in the enterprise funds should be maintained at 15% of total operating expenses or the equivalent of 55 days. Cash and Investments alone should be equivalent to 30 days of operations. 3. The Hotel/Motel Tax Fund fund balance should be at least 15% of the annual budgeted expenditures. -Adequate reserves are essential due to the nature of this revenue source and the reliance organizations have on this revenue source to maintain ongoing operations. 4.The Internal Service Funds will attain and retain fund balance/working capital balances appropriate for the fund. (a) Some funds such as Fleet Maintenance, Communications, Print-Mail and Utility Billing need only a minimal working capital balance in order to meet the needs of the fund. (b) Other funds-such as the various insurance funds where risk is retained by the City in a self-insurance mode, a reserve will be established based upon an actuarial determination. Such reserve will be used for no other purposes than for financing losses under the insurance program. (c) The Replacement Fund will have a working capital balance that will provide resources to replace covered equipment when it is necessary to be replaced. The funds will be replenished based on anticipated life of equipment and adjusted based on changes in the costs the covered equipment. C. LIABILITIES AND RECEIVABLES. Procedures will be followed to maximize discounts and reduce penalties offered by creditors. Current liabilities will be paid within 30 days of the invoice date or on receipt of the goods or services, whichever is later. Accounts Receivable procedures will target collection for a maximum of 30 days from service, with any receivables aging past 90 days to go to a collection agency. The Director of Fiscal Services is authorized to write-off uncollectible accounts that are delinquent for more than 365 days, if the proper delinquency procedures have been followed. D. CAPITAL AND DEBT SERVICE FUNDS. 1. Monies in the capital projects funds will be used within 36 months of receipt. Balances will be used to generate interest income to offset increases in construction costs or other associated costs. Capital project funds are intended to be expended. 2. Revenues in the General Debt Service Fund are stable, based on property tax revenues and transfers from other funds. Remaining balances are maintained to meet contingencies and to make certain that the next year's debt service payments may be met in a timely manner. The fund balance should not fall below 81/3% (one month) of average F-9 budgeted expenditures (in line with IRS guidelines). XI. INTERNAL CONTROLS A. WRITTEN PROCEDURES. Wherever possible, written procedures will be established and maintained by the Director of Fiscal Services for all functions involving cash handling and/or accounting throughout the City. These procedures will embrace the general concepts of fiscal responsibility set forth in this policy statement. B. DEPARTMENT DIRECTORS’ RESPONSIBILITIES. Each department Director is responsible for ensuring that good internal controls are followed throughout his or her Department, that all Fiscal Services Department directives or internal controls are implemented, and that all independent auditor internal control recommendations are addressed. Departments will develop and periodically update written internal control procedures. C. INTERNAL REVIEWS/AUDITS. The Accounting Division will complete a review/audit of any department or procedure as directed by the Director of Fiscal Services. Audits of petty cash and cash receipts will be randomly scheduled and conducted on an annual basis. F-10 Embracing the Past Exploring the Future APPENDIX G OUTSIDE AGENCY FUNDING OUTSIDE AGENCY FUNDING The City funds a number of outside agencies and organizations each fiscal year to provide services for the citizens of College Station. The amount of funding provided depends on the funds available. This year organizations and agencies are receiving funds from the General Fund, Community Development Fund, Hotel/Motel Fund, Electric Fund and Sanitation Fund. Organizations submit requests for funding to the City during the budget process. They are asked to provide financial information including a budget showing revenues and expenditures, goals and objectives of the organization, and the projected uses of the funds being requested. Also submitted are service levels and performance measures. Community Development eligible agencies go through a selection process through the Joint Relief Funding Committee. This committee is made up of members from College Station and Bryan and reviews all requests for Community Development Funds available for public agencies and makes recommendations to both cities on which agencies should receive funding. The following is a summary of the agencies recommended for funding in FY 04. The General Fund approved agencies include the following: Brazos Animal Shelter, $53,392; the Brazos County Appraisal District, $149,000; and the Brazos County Health Distract, $113,498. In the past a number of other agencies have also been funded through the General Fund. For the past three years the College Station members of the Joint Funding Relief Review Committee have reviewed these requests. Those recommendations were presented to the City Council. The agencies funded by the City Council in the amount of $158,267 are listed below. x Children's Museum of the Brazos Valley - $30,000 x George Bush Presidential Library and Museum - $42,767 x Retired Senior Volunteer Program - $5,000 x African American National Heritage Society - $16,000 x Brazos Valley Veteran's Memorial - $50,000 x Dispute Resolution Center-$10,000 x Bryan/CS Sister Cities-$4,500 The Joint Relief Funding Committee recommended the Community Development funded agencies. A total of $206,850 is approved for organizations listed on the following page. Hotel/Motel funds are approved for 3 organizations. The Arts Council approved budget for FY 04 is $300,000. Another agency is the Bryan and College Station Convention & Visitors Bureau approved budget is $915,200. The Research Valley Partnership, funded from the Electric Fund, is approved at $243,287, and an additional $50,000 from the Economic Development fund. The EDC is an organization to promote economic development in the area and is funded by the Cities of College Station and Bryan, and Brazos County. Funding for Brazos Beautiful is approved to be $65,000. $15,000 is for the operations portion of the budget, $25,000 is for a beautification grant, and the remaining $25,000 is the reallocation of the FY 03 beautification grant that was not utilized. It is anticipated that a significant beautification project will be completed in FY 2004. This funding is approved to come from the Sanitation Fund. Brazos Beautiful promotes litter abatement and beautification programs. $20,000 is approved in the Brazos Valley Solid Waste Management Agency fund budget for the Noon Lions Club - 4th of July fireworks. G-1 CITY OF COLLEGE STATION OUTSIDE AGENCY FUNDING FY 02-03 FY 03-04 FY 99 FY 00 FY 01 FY 02 TOTAL TOTAL GENERAL FUND ACTUAL ACTUAL ACTUAL ACTUAL ESTIMATE APPROVED RSVP 5,000$ 5,000$ $5,000 5,000$ 5,000$ 5,000$ AFRICAN AMERICAN NATIONAL HERITAGE SOCIETY 0 0 0 0 34,000 16,000 BVCASA 25,000 25,000 25,000 0 0 0 BRAZOS ANIMAL SHELTER 45,623 45,700 52,346 53,392 53,392 53,392 BRAZOS BEAUTIFUL-FM2818 CREPE MYRTLES 0 50,000 0 0 0 0 BRAZOS COUNTY APPRAISAL DISTRICT 90,564 96,484 108,700 114,530 133,000 149,000 BRAZOS CO. HEALTH DISTRICT 85,500 89,775 113,498 113,498 113,498 113,498 BRAZOS COUNTY SR CITIZENS ASSOC. 0 3,300 0 0 0 0 DISPUTE RESOLUTION CENTER 0 2,500 5,000 10,000 10,000 10,000 VETERAN'S PARK MEMORIAL (Arts Council)0 0 25,000 25,000 0 50,000 BUSH PRESIDENTIAL LIBRARY (Arts Council)0 0 0 0 0 42,767 PUBLIC ART (Arts Council)0 0 0 0 0 150,000 CHILDREN'S MUSEUM OF THE BRAZOS VALLEY 0 0 0 30,000 30,000 30,000 NOON LIONS CLUB - 4TH OF JULY 8,000 8,000 8,000 10,000 0 20,000 SISTER CITIES 9,000 9,000 9,000 4,500 4,500 4,500 268,687$ 334,759$ 351,544$ 365,920$ 383,390$ 644,157$ COMMUNITY DEVELOPMENT BLUEBONNET GIRL SCOUT COUNCIL 0$ 8,000$ 0$ 0$ 0$ 0$ BRAZOS FOOD BANK 30,000 0 20,734 0 16,640 0 PRENATAL CLINIC 0 0 0 21,600 0 33,000 BVCAA DENTAL CLINIC 0 0 15,000 10,000 0 0 BVCASA 0 0 0 0 15,931 0 COLLEGE STATION DEPARTMENT PROGRAMS 42,688 43,000 55,008 66,540 69,222 75,460 ELDER AID 21,840 25,079 16,550 0 12,745 0 FAMILY MEDICINE CENTER 0 25,000 0 0 0 0 HEALTH FOR ALL 30,000 0 0 19,575 0 32,000 HOSPICE OF BRAZOS VALLEY 20,122 0 30,000 0 28,422 0 INTERFAITH OUTREACH 30,000 0 0 0 0 0 LITERACY VOLUNTEERS OF AMERICA 0 0 0 5,102 0 0 LULAC 0 0 0 0 20,000 0 SALVATION ARMY 0 15,000 0 0 0 0 SCOTTY'S HOUSE 0 24,680 0 23,000 0 16,148 TCM - THE BRIDGE 2,200 37,141 6,654 0 0 0 TCM - COMMUNITY SUPPORT 0 0 33,654 0 0 0 TCM - PHOEBE'S HOME 0 0 0 19,033 20,040 26,294 TCM - SHELTERING ARMS 0 0 0 19,200 0 0 VOICES FOR CHILDREN 0 0 0 0 0 23,948 176,850$ 169,900$ 177,600$ 184,050$ 183,000$ 206,850$ HOTEL/MOTEL FUND ARTS COUNCIL 209,029$ 245,400$ $255,400 260,400$ 260,400$ 300,000$ CONVENTION AND VISITORS BUREAU 621,260 665,000 645,000 668,000 668,000 915,200 BRAZOS VALLEY SPORTS FOUNDATION 122,000 125,660 150,000 192,000 200,000 0 BUSH LIBRARY COMMITTEE 50,000 50,000 0 0 0 0 1,002,289$ 1,086,060$ 1,050,400$ 1,120,400$ 1,128,400$ 1,215,200$ ELECTRIC FUND RESEARCH VALLEY PARTNERSHIP 170,000$ 209,494$ 246,167$ 246,951$ 243,287$ 243,287$ 170,000$ 209,494$ 246,167$ 246,951$ 243,287$ 243,287$ SANITATION FUND BRAZOS BEAUTIFUL 37,000$ 37,000$ 37,800$ 15,000$ 16,000$ 65,000$ 37,000$ 37,000$ 37,800$ 15,000$ 16,000$ 65,000$ BVSWMA FUND NOON LIONS CLUB-4TH OF JULY 0$ 0$ 0$ 0$ 20,000$ 20,000$ 0$ 0$ 0$ 0$ 20,000$ 20,000$ ECONOMIC DEVELOPMENT FUND RESEARCH VALLEY PARTNERSHIP 0$ 0$ 0$ 0$ 0$ 50,000$ 0$ 0$ 0$ 0$ 0$ 50,000$ TOTAL AGENCY FUNDING 1,654,826$ 1,837,213$ 1,863,511$ 1,932,321$ 1,974,077$ 2,444,494$ G-2 Embracing the Past Exploring the Future APPENDIX H MISCELLANEOUS STATISTICAL DATA CITY OF COLLEGE STATION, TEXAS MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA June 2003 Education: Attendance centers 11 Number of classrooms 550 Number of teachers 600 Number of students 7,683 Elections: Number of registered voters: Last municipal election. 43,313 Number of votes cast in: Last municipal election 1,878 Percentage of registered voters voting in: Last municipal election 4.34% Population: Actual Census Count 2000 67,890 1990 52,456 1980 37,296 1970 17,676 1960 11,396 1950 7,925 SOURCE: Education: College Station Independent School District Elections: City Secretary's Office Population: Development Services H-1 CITY OF COLLEGE STATION, TEXAS CONSTRUCTION PERMITS LAST TEN CALENDAR YEARS Residential Commercial Construction Construction Total Number Number Number Year of Permits Value of Permits Value of Permits Value 1992 475 31,503,185 153 11,648,580 628 43,151,765 1993 598 44,396,336 316 35,378,164 914 79,774,500 1994 614 74,312,947 346 21,336,839 960 95,649,786 1995 634 58,192,760 102 22,577,442 736 80,770,202 1996 656 58,501,690 131 20,856,558 787 79,358,248 1997 584 50,488,222 114 46,243,177 698 96,731,399 1998 691 83,593,022 320 59,342,043 1011 142,935,065 1999 1057 87,917,466 296 27,723,105 1353 115,640,571 2000 793 87,144,173 328 52,569,645 1121 139,713,818 2001 975 101,703,574 313 44,592,967 1288 146,296,541 2002 1236 108,107,385 278 38,726,688 1514 146,834,073 2003 477 54,950,217 84 22,237,971 561 77,188,188 * NOTE: 2003 data Jan. - May 2003 Residential Construction includes: Single family dwellings, Duplexes and Apartments as well as residential remodels, slabs, roofs, storage/accessory, and swimming pools. Commercial Construction includes: Commercial new construction, slab, and remodel as well as Hotel/Motel/Inn, demolition and sign permits. Source: The City of College Station, Development Services H-2 CITY OF COLLEGE STATION PRINCIPAL TAXPAYERS July 2002 Percent of 2002 Total Assessed College Station- Top 10 Taxpayers Type of Business Assessed Valuation Valuation C.B.L. & Associates Retail Mall $48,629,050 1.95% W9/JP-M Real Estate Ltd. Housing 39,372,000 1.58% Verizon Communications, Inc. Utility 35,913,250 1.44% Alkosser/Weinberg Housing 30,961,300 1.24% College Station Hospital LP Medical 25,402,560 1.02% Melrose Apartments Housing 21,799,500 0.88% Wal-Mart/Sam's Retail 21,412,710 0.86% College Station Exchange, LP Housing 18,800,000 0.76% 301 Church Aveneu, LP Housing 17,000,000 0.68% SHP-The Callaway House Housing 16,243,520 0.65% Total $275,533,890 11.07% Top 5 Commercial Taxpayers Type of Business Assessed Valuation Valuation C.B.L. & Associates Retail Mall 48,629,050 1.95% College Station Hospital LP Medical 25,402,560 1.02% Wal-Mart/Sam's Retail 20,806,570 0.84% Lane College Station Limited Retail 14,800,000 0.59% H E Butt Grocery Company Retail 11,031,265 0.44% Total $120,669,445 4.85% Top 5 Industrial Taxpayers Type of Business Assessed Valuation Valuation ARC/AMS Retail 6,237,015 0.25% O I Corporation Retail 4,495,432 0.18% Universal Computer Services, Inc. Retail 3,658,044 0.15% Red Oak Sportswear/GCS-CCC Realty Retail 3,023,753 0.12% Verizons Communication, INC. Retail 2,234,520 0.09% Total $19,648,764 0.79% Source: Brazos County Appraisal District H-3 CITY OF COLLEGE STATION, TEXAS PRINCIPAL UTILITY CUSTOMERS May 2003 Total Oct. 01 to Sept. 02 Percent of KWH Utility Customer Type of Business KWH Consumption Consumed CSISD Schools 16,301,994 2.58 City of College Station Municipality 14,989,349 2.37 CBL & Associates Retail Mall 14,095,747 2.23 Wal-Mart Retail 7,736,957 1.22 State Headquarters/TAMU University 7,466,465 1.18 Krogers Retail Grocery 7,356,640 1.16 Albertson's Retail Grocery 7,258,669 1.15 College Station Medical Hospital 6,901,757 1.09 Dealer Computer Services Technical Support 5,187,600 0.82 Lane C/S Ltd Hotel 4,975,200 0.79 TOTAL 92,270,378 15 Source: City of College Station Utility Billing Department H-4 CITY OF COLLEGE STATION, TEXAS MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA June 2003 Date incorporated October, 1938 Date first charter adopted October, 1938 Date present charter adopted May, 1992 Date of last charter amendment May, 1998 Form of government Council-Manager Area in square miles Year Square Miles 1938 2.00 1940 2.51 1950 2.91 1960 6.34 1970 16.00 1980 24.01 1984 28.47 1994 32.55 1995 38.14 1996 40.69 2002 47.22 Miles of streets: Paved 733 Lane Miles Unpaved 4.3 Lane Miles Miles of sanitary sewer 249.5 Miles Fire Protection: Number of stations 4 Number of full-time employees 103 Police Protection: Number of employees 141.5 Number of patrol units 25 One jail facility with a capacity of 20 H-5 Recreation: Number of playgrounds 35 Number of basketball courts 22 Number of swimming pools 4 (Includes one CSISD-owned Natatorium) Number of soccer fields 19 Number of softball/baseball fields 19 Number of tennis courts 27 (Includes nine courts at the A&M Consol.HS, and four at Willowbranch Middleschool) Number of picnic shelters 16 Number of gyms 1 Number of volleyball courts 7 Number of nature trails 4 Number of open play areas 25 Number of picnic pavilions 6 Number of jogging/walking trails 20 Park: Facility Acres Facility Acres Anderson 8.94 Merry Oaks 4.60 Arboretum/Bee Creek 43.50 Oaks 7.50 Billie Madeley 5.14 Parkway 1.90 Brison 9.20 Pebble Creek 10.20 Brother's Pond 16.12 Raintree 13.00 Castlegate 4.35 Richard Carter 7.14 Cemetery 18.50 Sandstone 15.21 Central Park 47.20 Shenandoah 12.10 Conference Center 2.30 Southeast Community 62.00 Cy Miller 2.50 Southwest 4.78 Eastgate 1.80 Southwood Athletic Complex 44.70 Edelweiss 12.30 Steeplechase 9.00 Edelweiss Gartens 7.74 Thomas 16.10 Emerald Forest 4.59 University 10.20 Gabbard 10.70 Veterans Park & Athletic Complex 150.00 Georgie K. Fitch 11.30 W.A. Tarrow (includes Lincoln) 21.26 Hensel (TAMU) 29.70 Westfield 4.29 Jack and Dorothy Miller 10.00 Windwood 1.37 Lemontree 15.40 Wolf Pen Creek 19.49 Lick Creek 515.50 Woodcreek 6.60 Lions 1.50 Woodland Hills 3.21 Longmire 4.16 Woodway 9.26 Luther Jones 1.80 CITY OF COLLEGE STATION, TEXAS MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA As of January 1, 2003 H-6 CITY OF COLLEGE STATION, TEXAS MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA June 2003 Utility Fund: Electric Users (Connections)33,386 Water Users (Connections)23,210 Average Electrical Consumption: 52,680,854 Kwh/mo. Average Water Consumption:262,541 MGW/Mo. Number of Employees: Electric 58.5 Water 31 Sewer 38 Water Capacity: Number of Wells 6 Combined Capacity of Wells 19,000,000 GAL/day Number of Ground Storage Tanks 2 Total capacity 8,000,000 GALS Number of Elevated Storage Tanks 2 Total capacity 5,000,000 GALS* Miles of Water Lines 302 Electric System: Maximum Demand 144.390 megawatts** Number of Stations 4 Miles of Distribution Lines 349 Sanitation Fund: Number of users (units served) 28,399 Landfill size 119 Methodology Curbside pickup using automated containers. ** Maximum demand for 2003 will not be reached until September H-7 CITY OF COLLEGE STATION, TEXAS MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATA June 2003 UNIVERSITY ENROLLMENT YEAR 1988 39,163 1989 40,492 1990 41,131 1991 40,997 1992 41,092 1993 42,524 1994 42,018 1995 41,790 1996 41,892 1997 41,461 1998 42,635 1999 43,442 2000 44,026 2001 44,618 2002 45,083 PRIMARY LABOR FORCE FOR COLLEGE STATION 1990 - 2003 TOTAL NUMBER NUMBER PERCENT YEAR LABOR FORCE EMPLOYED UNEMPLOYED UNEMPLOYED 1990 24,567 23,190 1,377 5.6 1991 24,824 23,944 880 3.5 1992 25,561 24,777 784 3.1 1993 26,490 25,745 745 2.8 1994 27,378 26,611 767 2.8 1995 27,492 26,622 870 3.2 1996 27,465 26,751 714 2.6 1997 28,051 27,421 630 2.2 1998 29,371 28,846 525 1.8 1999 30,059 29,506 553 1.8 2000 30,538 30,051 487 1.6 2001 30,881 30,349 532 1.7 2002 31,941 31,315 626 2.0 2003 33,566 32,906 660 2.0 * NOTE: 2003 represents average labor force and employment through March. SOURCE: Texas Workforce Commission TAMU, Office of Institutional Studies and Planning H-8 Embracing the Past Exploring the Future APPENDIX I THE 2003-2004 STRATEGIC PLANNING AND BUDGET PROCESS Strategic Planning and Budget Process Flowchart February Present Financial Forecast Review pay plan recommendations May FY03 Strategic Plan status report City Council Strategic Planning Retreat - Review Mission and Vision Statements - Identify and prioritize FY04 Strategic Plan strategies June Review Citizen Survey results July Present Proposed FY04 Strategic Plan to City Council Review and revise Proposed Strategic Plan Present Proposed Budget to City Council Review proposed Capital Improvement Program August Public Hearing on Proposed Budget September Council adoption of FY04 Strategic Plan Council adoption of FY04 Budget Council adoption of Tax Rate I-1 APPENDIX J SCHEDULE OF REQUIREMENTS FOR: GENERAL OBLIGATION BONDS CERTIFICATES OF OBLIGATION UTILITY REVENUE BONDS DEBT SERVICE GENERAL OBLIGATION BONDS J-1 DEBT SERVICE SCHEDULE OF REQUIREMENTS General Obligation And Refunding Bond Series 1991 December 23, 1991 -- $4,625,000 Street Construction and Improvements - $2,750,000; Parks Construction and Improvements - $750,000 Refund Series 1991Public Property Finance Contractual Obligations - $1,125,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 21,250 21,250 8-15-04 21,250 21,250 42,500 750,000 2-15-05 21,250 21,250 8-15-05 21,250 21,250 42,500 750,000 2-15-06 21,250 21,250 8-16-06 21,250 21,250 42,500 750,000 2-15-07 21,250 21,250 8-15-07 21,250 21,250 42,500 750,000 2-15-08 21,250 21,250 8-15-08 21,250 21,250 42,500 750,000 2-15-09 21,250 21,250 8-15-09 21,250 21,250 42,500 750,000 2-15-10 250,000 6.00% 21,250 271,250 8-15-10 13,750 13,750 285,000 500,000 2-15-11 250,000 5.50% 13,750 263,750 8-15-11 6,875 6,875 270,625 250,000 2-15-12 250,000 5.50% 6,875 256,875 256,875 0 Effective Interest Rate: 5.95% Moody's:A-1 Net Interest Cost:$2,130,113 S & P's:A+ Paying Agent: Texas Commerce Bank, N.A. Underwriting Group: Stephens, Inc. First Southwest Company Nations Bank Eugene C. Palma FSW Co. Call Provisions: All Bonds maturing on or after February 15, 2005 are optional for redemption in whole or in part on February 15, 2004 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $8,000 within any one maturity. J-2 DEBT SERVICE SCHEDULE OF REQUIREMENTS General Obligation And Refunding Bond Series 1994 August 15, 1994 -- $6,250,000 Street Construction - $1,750,000; Parks (1990 Authorization) - $250,000 Oversize Bridge (1984 Authorization) - $500,000; Drainage Improvements - $350,000 Refund C.O. Series 1994 - $3,400,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 300,000 5.50% 83,875 383,875 8-15-04 75,625 75,625 459,500 2,750,000 2-15-05 275,000 5.50% 75,625 350,625 8-15-05 68,063 68,063 418,688 2,475,000 2-15-06 275,000 5.50% 68,063 343,063 8-16-06 60,500 60,500 403,563 2,200,000 2-15-07 275,000 5.50% 60,500 335,500 8-15-07 52,938 52,938 388,438 1,925,000 2-15-08 275,000 5.50% 52,938 327,938 8-15-08 45,375 45,375 373,313 1,650,000 2-15-09 275,000 5.50% 45,375 320,375 8-15-09 37,813 37,813 358,188 1,375,000 2-15-10 275,000 5.50% 37,813 312,813 8-15-10 30,250 30,250 343,063 1,100,000 2-15-11 275,000 5.50% 30,250 305,250 8-15-11 22,688 22,688 327,938 825,000 2-15-12 275,000 5.50% 22,688 297,688 8-15-12 15,125 15,125 312,813 550,000 2-15-13 275,000 5.50% 15,125 290,125 8-15-13 7,563 7,563 297,688 275,000 2-15-14 275,000 5.50% 7,563 282,563 8-15-14 0 0 282,563 0 Effective Interest Rate: 5.95% Moody's:A-1 Net Interest Cost:$3,421,100 S & P's:A+ Paying Agent: Texas Commerce Bank, N.A. Underwriting Group: Stephens, Inc. First Southwest Company Nations Bank Eugene C. Palma FSW Co. Call Provisions: All Bonds maturing on or after February 15, 2005 are optional for redemption in whole or in part on February 15, 2004 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at anytime, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-3 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B 1995 SERIES August 1, 1995 -- $4,700,000 Street Projects - $1,140,000; Northgate - $400,000; Traffic Signals - $420,000; Misc. Drainage - $395,000; Library - $700,000; Fire Station Relocation - $935,000; Park Development and Improvements - $280,000; Land Purchase - $430,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 300,000 6.00% 86,213 386,213 8-15-04 77,213 77,213 463,425 2,950,000 2-15-05 300,000 5.10% 77,213 377,213 8-15-05 69,563 69,563 446,775 2,650,000 2-15-06 300,000 5.25% 69,563 369,563 8-16-06 61,688 61,688 431,250 2,350,000 2-15-07 300,000 5.25% 61,688 361,688 8-15-07 53,813 53,813 415,500 2,050,000 2-15-08 300,000 5.25% 53,813 353,813 8-15-08 45,938 45,938 399,750 1,750,000 2-15-09 350,000 5.25% 45,938 395,938 8-15-09 36,750 36,750 432,688 1,400,000 2-15-10 350,000 5.25% 36,750 386,750 8-15-10 27,563 27,563 414,313 1,050,000 2-15-11 350,000 5.25% 27,563 377,563 8-15-11 18,375 18,375 395,938 700,000 2-15-12 350,000 5.25% 18,375 368,375 8-15-12 9,188 9,188 377,563 350,000 2-15-13 350,000 5.25% 9,188 359,188 8-15-13 0 0 359,188 0 Effective Interest Rate: 5.5334% Moody's: Aaa Net Interest Cost: $2,795,038 S & P's: AAA Paying Agent: Texas Commerce Bank National Association Underwriting Group: Merrill Lynch, Pierce, Ferris & Smith, Inc. Robert W. Baird & Co., Inc. Raymond James & Associates, Inc. DLS Securities Service Asset Management Call Provisions: All Bonds maturing on or after February 15, 2006 are optional for redemption in whole or in part on February 15, 2005 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-4 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B and Refunding 1996 Series Dec. 1, 1996 - $11,845,000 Streets, Sidewalks, and Traffic - $2,580,000; Drainage - $370,000; Library - $1,200,000; Park - $1,150,000; Refund Series 1987 - $3,795,000; Refund Series 1989 G.O. - $1,350,000; Refund Series 1991 G.O. - $1,425,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-16-04 1,100,000 4.70% 137,064 1,237,064 8-15-04 111,214 111,214 1,348,278 4,295,000 2-15-05 640,000 4.80% 111,214 751,214 8-15-05 95,854 95,854 847,068 3,655,000 2-15-06 420,000 4.90% 95,854 515,854 8-15-06 85,564 85,564 601,418 3,235,000 2-15-07 450,000 5.05% 85,564 535,564 8-15-07 74,201 74,201 609,765 2,785,000 2-15-08 460,000 5.05% 74,201 534,201 8-15-08 62,586 62,586 596,788 2,325,000 2-15-09 465,000 5.15% 62,586 527,586 8-15-09 50,613 50,613 578,199 1,860,000 2-15-10 270,000 5.25% 50,613 320,613 8-15-10 43,525 43,525 364,138 1,590,000 2-15-11 285,000 5.35% 43,525 328,525 8-15-11 35,901 35,901 364,426 1,305,000 2-15-12 300,000 5.45% 35,901 335,901 8-15-12 27,726 27,726 363,628 1,005,000 2-15-13 315,000 5.50% 27,726 342,726 8-15-13 19,064 19,064 361,790 690,000 2-15-14 335,000 5.50% 19,064 354,064 8-15-14 9,851 9,851 363,915 355,000 2-15-15 355,000 5.55% 9,851 364,851 8-15-15 0 0 364,851 0 Net Interest: 5,458,206$ Moody's: Aaa S & P's: AAA Paying Agent: Texas Commerce Bank National Association Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 15, 2008 through and including february 15, 2015, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2007, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption . The City reserves the right, at its option, to redeem the Term Bonds having a stated maturity date of February 15,2017 and subject to mandatory redemption as described herein, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 1999, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-5 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. 1998 SERIES April 1, 1998 - $6,200,000 Streets, Sidewalks, and Traffic - $3,303,000; Drainage Improvements - $462,000; Library - $735,000; Land and Fire Station - $430,000; Parks - $1,270,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING YEARLY INTEREST AMOUNT 2-15-04 265,000 6.50% 133,191 398,191 8-15-04 124,578 124,578 522,769 4,995,000 257,769 2-15-05 280,000 6.50% 124,578 404,578 8-15-05 115,478 115,478 520,056 4,715,000 240,056 2-15-06 295,000 4.50% 115,478 410,478 8-15-06 108,841 108,841 519,319 4,420,000 224,319 2-15-07 310,000 4.55% 108,841 418,841 8-15-07 101,788 101,788 520,629 4,110,000 210,629 2-15-08 325,000 4.65% 101,788 426,788 8-15-08 94,232 94,232 521,020 3,785,000 196,020 2-15-09 340,000 4.70% 94,232 434,232 8-15-09 86,242 86,242 520,474 3,445,000 180,474 2-15-10 360,000 4.75% 86,242 446,242 8-15-10 77,692 77,692 523,934 3,085,000 163,934 2-15-11 380,000 4.85% 77,692 457,692 8-15-11 68,477 68,477 526,169 2,705,000 146,169 2-15-12 395,000 5.00% 68,477 463,477 8-15-12 58,602 58,602 522,079 2,310,000 127,079 2-15-13 415,000 5.00% 58,602 473,602 8-15-13 48,227 48,227 521,829 1,895,000 106,829 2-15-14 440,000 5.00% 48,227 488,227 8-15-14 37,227 37,227 525,454 1,455,000 85,454 2-15-15 460,000 5.10% 37,227 497,227 8-15-15 25,497 25,497 522,724 995,000 62,724 2-15-16 485,000 5.13% 25,497 510,497 8-15-16 13,069 13,069 523,566 510,000 38,566 2-15-17 510,000 5.13% 13,069 523,069 523,069 0 13,069 Net Interest Cost: 3,694,415$ Moody's: Aaa S & P's: AAA Paying Agent: Chase Bank of Texas Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 155, 2009, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2008, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-6 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 1999 APRIL 15, 1999 - PRINCIPAL - $6,230,000 Streets - $2,707,000; Thoroughfare and Sidewalk Improvements - $220,000; Traffic Management - $540,000; Drainage - $1,458,000; City Facilities - $275,000; Park Improvements - $930,000; Fire Station Improvements - $100,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 6,230,000 2-15-04 275,000 3.9000% 120,156 395,156 8-15-04 114,794 114,794 509,950 5,060,000 2-15-05 290,000 4.0000% 114,794 404,794 8-15-05 108,994 108,994 513,788 4,770,000 2-15-06 300,000 4.0000% 108,994 408,994 8-15-06 102,994 102,994 511,988 4,470,000 2-15-07 320,000 4.1000% 102,994 422,994 8-15-07 96,434 96,434 519,428 4,150,000 2-15-08 335,000 5.0000% 96,434 431,434 8-15-08 88,059 88,059 519,493 3,815,000 2-15-09 350,000 5.4000% 88,059 438,059 8-15-09 78,609 78,609 516,668 3,465,000 2-15-10 365,000 4.2500% 78,609 443,609 8-15-10 70,853 70,853 514,461 3,100,000 2-15-11 385,000 4.3000% 70,853 455,853 8-15-11 62,575 62,575 518,428 2,715,000 2-15-12 400,000 4.4000% 62,575 462,575 8-15-12 53,775 53,775 516,350 2,315,000 2-15-13 420,000 4.5000% 53,775 473,775 8-15-13 44,325 44,325 518,100 1,895,000 2-15-14 440,000 4.6000% 44,325 484,325 8-15-14 34,205 34,205 518,530 1,455,000 2-15-15 460,000 4.6500% 34,205 494,205 8-15-15 23,510 23,510 517,715 995,000 2-15-16 485,000 4.7000% 23,510 508,510 8-15-16 12,113 12,113 520,623 510,000 2-15-17 510,000 4.7500% 12,113 522,113 522,113 0 Interest Cost: 3,027,827$ Moody's:Aaa S & P's:AAA Paying Agent: Chase Bank of Texas Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 15, 2010, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2009, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-7 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2000 April 13, 2000 - $8,460,000 Streets - $4,690,000; Traffic Management - $1,100,000 Parks - $1,570,000; Sidewalks and Bike Trails - $290,000; Fire Station 2 - $810,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 8,460,000 2-15-04 310,000 7.00% 189,340 499,340 8-15-04 178,490 178,490 677,830 6,605,000 2-15-05 325,000 7.00% 178,490 503,490 8-15-05 167,115 167,115 670,605 6,280,000 2-15-06 340,000 5.25% 167,115 507,115 8-15-06 158,190 158,190 665,305 5,940,000 2-15-07 360,000 5.00% 158,190 518,190 8-15-07 149,190 149,190 667,380 5,580,000 2-15-08 380,000 5.00% 149,190 529,190 8-15-08 139,690 139,690 668,880 5,200,000 2-15-09 400,000 5.10% 139,690 539,690 8-15-09 129,490 129,490 669,180 4,800,000 2-15-10 420,000 5.15% 129,490 549,490 8-15-10 118,675 118,675 668,165 4,380,000 2-15-11 445,000 5.20% 118,675 563,675 8-15-11 107,105 107,105 670,780 3,935,000 2-15-12 470,000 5.30% 107,105 577,105 8-15-12 94,650 94,650 671,755 3,465,000 2-15-13 500,000 5.35% 94,650 594,650 8-15-13 81,275 81,275 675,925 2,965,000 2-15-14 525,000 5.40% 81,275 606,275 8-15-14 67,100 67,100 673,375 2,440,000 2-15-15 560,000 5.50% 67,100 627,100 8-15-15 51,700 51,700 678,800 1,880,000 2-15-16 590,000 5.50% 51,700 641,700 8-15-16 35,475 35,475 677,175 1,290,000 2-15-17 625,000 5.50% 35,475 660,475 8-15-17 18,288 18,288 678,763 665,000 2-15-18 665,000 5.50% 18,288 683,288 683,288 0 Interest Cost: 4,642,079$ Moody's: Aaa S & P's: AAA Paying Agent: Chase Bank of Texas Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 15, 2011, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2010, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-8 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2001 August 1, 2001 - $4,140,000 Streets - $780,000; Traffic Management - $720,000 Parks - $2,140,000; Drainage - $500,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 4,140,000 2-15-04 130,000 3.50% 59,873 189,873 8-15-04 57,598 57,598 247,470 2,545,000 2-15-05 140,000 4.00% 57,598 197,598 8-15-05 54,798 54,798 252,395 2,405,000 2-15-06 145,000 4.00% 54,798 199,798 8-15-06 51,898 51,898 251,695 2,260,000 2-15-07 155,000 4.00% 51,898 206,898 8-15-07 48,798 48,798 255,695 2,105,000 2-15-08 165,000 4.00% 48,798 213,798 8-15-08 45,498 45,498 259,295 1,940,000 2-15-09 170,000 4.10% 45,498 215,498 8-15-09 42,013 42,013 257,510 1,770,000 2-15-10 180,000 4.60% 42,013 222,013 8-15-10 37,873 37,873 259,885 1,590,000 2-15-11 190,000 5.50% 37,873 227,873 8-15-11 32,648 32,648 260,520 1,400,000 2-15-12 205,000 4.40% 32,648 237,648 8-15-12 28,138 28,138 265,785 1,195,000 2-15-13 215,000 4.50% 28,138 243,138 8-15-13 23,300 23,300 266,438 980,000 2-15-14 225,000 4.63% 23,300 248,300 8-15-14 18,097 18,097 266,397 755,000 2-15-15 240,000 4.75% 18,097 258,097 8-15-15 12,397 12,397 270,494 515,000 2-15-16 250,000 4.75% 12,397 262,397 8-15-16 6,459 6,459 268,856 265,000 2-15-17 265,000 4.88% 6,459 271,459 271,459 0 J-9 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2002 MARCH 1, 2002 - PRINCIPAL $6,445,000 Streets - $3,781,000; Traffic Management/Signals - $720,000; Fire Station 5 - $250,000 Parks - $129,000; Drainage - $785,000; and City Center Land - $780,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 6,445,000 2-15-04 195,000 6.25% 143,224 338,224 8-15-04 137,131 137,131 475,355 5,555,000 2-15-05 210,000 6.25% 137,131 347,131 8-15-05 130,568 130,568 477,699 5,345,000 2-15-06 220,000 6.25% 130,568 350,568 8-15-06 123,693 123,693 474,261 5,125,000 2-15-07 230,000 4.50% 123,693 353,693 8-15-07 118,518 118,518 472,211 4,895,000 2-15-08 245,000 4.25% 118,518 363,518 8-15-08 113,312 113,312 476,830 4,650,000 2-15-09 255,000 4.25% 113,312 368,312 8-15-09 107,893 107,893 476,205 4,395,000 2-15-10 270,000 4.40% 107,893 377,893 8-15-10 101,953 101,953 479,846 4,125,000 2-15-11 285,000 4.50% 101,953 386,953 8-15-11 95,541 95,541 482,494 3,840,000 2-15-12 300,000 4.63% 95,541 395,541 8-15-12 88,603 88,603 484,144 3,540,000 2-15-13 315,000 4.88% 88,603 403,603 8-15-13 80,925 80,925 484,528 3,225,000 2-15-14 335,000 5.00% 80,925 415,925 8-15-14 72,550 72,550 488,475 2,890,000 2-15-15 350,000 5.00% 72,550 422,550 8-15-15 63,800 63,800 486,350 2,540,000 2-15-16 370,000 5.00% 63,800 433,800 8-15-16 54,550 54,550 488,350 2,170,000 2-15-17 390,000 5.00% 54,550 444,550 8-15-17 44,800 44,800 489,350 1,780,000 2-15-18 410,000 5.00% 44,800 454,800 8-15-18 34,550 34,550 489,350 1,370,000 2-15-19 435,000 5.00% 34,550 469,550 8-15-19 23,675 23,675 493,225 935,000 2-15-20 455,000 5.00% 23,675 478,675 8-15-20 12,300 12,300 490,975 480,000 2-15-21 480,000 5.13% 12,300 492,300 8-15-21 - 0 492,300 0 J-10 DEBT SERVICE SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2003 - JULY 9, 2003 PRINCIPAL - $4,7900,000 AT 3.75% INTEREST Streets - $973,000; Traffic Management - $720,000; City Facilities - $780,000 Fire Station 5 - $1,317,000; and Drainage - $1,000,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 4,790,000 2-15-04 0 0.000% 113,011 113,011 8-15-04 90,813 90,813 203,823 4,790,000 2-15-05 180,000 5.000% 90,813 270,813 8-15-05 86,313 86,313 357,125 4,610,000 2-15-06 185,000 5.000% 86,313 271,313 8-15-06 81,688 81,688 353,000 4,425,000 2-15-07 190,000 5.000% 81,688 271,688 8-15-07 76,938 76,938 348,625 4,235,000 2-15-08 195,000 4.500% 76,938 271,938 8-15-08 72,550 72,550 344,488 4,040,000 2-15-09 200,000 3.250% 72,550 272,550 8-15-09 69,300 69,300 341,850 3,840,000 2-15-10 210,000 3.000% 69,300 279,300 8-15-10 66,150 66,150 345,450 3,630,000 2-15-11 215,000 3.000% 66,150 281,150 8-15-11 62,925 62,925 344,075 3,415,000 2-15-12 225,000 3.000% 62,925 287,925 8-15-12 59,550 59,550 347,475 3,190,000 2-15-13 230,000 3.000% 59,550 289,550 8-15-13 56,100 56,100 345,650 2,960,000 2-15-14 240,000 3.125% 56,100 296,100 8-15-14 52,350 52,350 348,450 2,720,000 2-15-15 250,000 3.375% 52,350 302,350 8-15-15 48,131 48,131 350,481 2,470,000 2-15-16 260,000 3.500% 48,131 308,131 8-15-16 43,581 43,581 351,713 2,210,000 2-15-17 275,000 3.625% 43,581 318,581 8-15-17 38,597 38,597 357,178 1,935,000 2-15-18 285,000 3.750% 38,597 323,597 8-15-18 33,253 33,253 356,850 1,650,000 2-15-19 300,000 3.875% 33,253 333,253 8-15-19 27,441 27,441 360,694 1,350,000 2-15-20 315,000 4.000% 27,441 342,441 8-15-20 21,141 21,141 363,581 1,035,000 2-15-21 330,000 4.000% 21,141 351,141 8-15-21 14,541 14,541 365,681 705,000 2-15-22 345,000 4.125% 14,541 359,541 8-15-22 7,425 7,425 366,966 360,000 2-15-23 360,000 4.125% 7,425 367,425 Total Interest: 2,130,580$ J-11 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS G.O.B. SERIES 2004 ESTIMATE PRINCIPAL - $855,000 AT 4.5% INTEREST Drainage - $855,000 DATE ESTIMATED PRINCIPAL AMOUNT ESTIMATED INTEREST RATE ESTIMATED INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR ESTIMATED PRINCIPAL AMOUNT OUTSTANDING 855,000 2-15-05 25,000 4.50% 18,675 43,675 8-15-05 18,675 18,675 62,350 830,000 2-15-06 30,000 4.50% 18,675 48,675 8-15-06 18,000 18,000 66,675 800,000 2-15-07 30,000 4.50% 18,000 48,000 8-15-07 17,325 17,325 65,325 770,000 2-15-08 30,000 4.50% 17,325 47,325 8-15-08 16,650 16,650 63,975 740,000 2-15-09 30,000 4.50% 16,650 46,650 8-15-09 15,975 15,975 62,625 710,000 2-15-10 35,000 4.50% 15,975 50,975 8-15-10 15,188 15,188 66,163 675,000 2-15-11 35,000 4.50% 15,188 50,188 8-15-11 14,400 14,400 64,588 640,000 2-15-12 35,000 4.50% 14,400 49,400 8-15-12 13,613 13,613 63,013 605,000 2-15-13 40,000 4.50% 13,613 53,613 8-15-13 12,713 12,713 66,325 565,000 2-15-14 40,000 4.50% 12,713 52,713 8-15-14 11,813 11,813 64,525 525,000 2-15-15 40,000 4.50% 11,813 51,813 8-15-15 10,913 10,913 62,725 485,000 2-15-16 45,000 4.50% 10,913 55,913 8-15-16 9,900 9,900 65,813 440,000 2-15-17 45,000 4.50% 9,900 54,900 8-15-17 8,888 8,888 63,788 395,000 2-15-18 50,000 4.50% 8,888 58,888 8-15-18 7,763 7,763 66,650 345,000 2-15-19 50,000 4.50% 7,763 57,763 8-15-19 6,638 6,638 64,400 295,000 2-15-20 55,000 4.50% 6,638 61,638 8-15-20 5,400 5,400 67,038 240,000 2-15-21 55,000 4.50% 5,400 60,400 8-15-21 4,163 4,163 64,563 185,000 2-15-22 60,000 4.50% 4,163 64,163 8-15-22 2,813 2,813 66,975 125,000 2-15-23 60,000 4.50% 2,813 62,813 8-15-23 1,463 1,463 64,275 65,000 2-15-24 65,000 4.50% 1,463 66,463 8-15-24 0 0 66,463 0 2-15-25 0 4.50% 0 0 0 J-12 DEBT SERVICE CERTIFICATES OF OBLIGATION J-13 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates Of Obligation, SERIES 1998 April 1, 1998, $5,500,000 Convention Center PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2/15/2004 235,000 7.30% 119,316 354,316 8/15/2004 110,739 110,739 465,055 4,430,000 2/15/2005 250,000 4.55% 110,739 360,739 8/15/2005 105,051 105,051 465,790 4,180,000 2/15/2006 260,000 4.60% 105,051 365,051 8/15/2006 99,071 99,071 464,123 3,920,000 2/15/2007 275,000 4.70% 99,071 374,071 8/15/2007 92,609 92,609 466,680 3,645,000 2/15/2008 290,000 4.80% 92,609 382,609 8/15/2008 85,649 85,649 468,258 3,355,000 2/15/2009 300,000 4.90% 85,649 385,649 8/15/2009 78,299 78,299 463,948 3,055,000 2/15/2010 320,000 5.00% 78,299 398,299 8/15/2010 70,299 70,299 468,598 2,735,000 2/15/2011 335,000 5.05% 70,299 405,299 8/15/2011 61,840 61,840 467,139 2,400,000 2/15/2012 350,000 5.10% 61,840 411,840 8/15/2012 52,915 52,915 464,755 2,050,000 2/15/2013 370,000 5.10% 52,915 422,915 8/15/2013 43,480 43,480 466,395 1,680,000 2/15/2014 390,000 5.15% 43,480 433,480 8/15/2014 33,438 33,438 466,918 1,290,000 2/15/2015 410,000 5.15% 33,438 443,438 8/15/2015 22,880 22,880 466,318 880,000 2/15/2016 430,000 5.20% 22,880 452,880 8/15/2016 11,700 11,700 464,580 450,000 2/15/2017 450,000 5.20% 11,700 461,700 461,700 0 T.I.C.: 5.2202% Moody's: Aaa Net Interest: 3,346,627$ S.&P.'s: AAA Paying Agent: First Interstate Bank of Texas, N.A., Houston Call Provisions: The City reserves the right, at its option, to redeem Certificates having stated maturates on and after February 15, 2004, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2003, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-14 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 340,000 6.00% 83,038 423,038 8-15-04 72,838 72,838 495,876 2,765,000 2-15-05 345,000 5.00% 72,838 417,838 8-15-05 64,213 64,213 482,051 2,420,000 2-15-06 130,000 5.00% 64,213 194,213 8-15-06 60,963 60,963 255,176 2,290,000 2-15-07 140,000 5.00% 60,963 200,963 8-15-07 57,463 57,463 258,426 2,150,000 2-15-08 145,000 5.00% 57,463 202,463 8-15-08 53,838 53,838 256,301 2,005,000 2-15-09 155,000 5.10% 53,838 208,838 8-15-09 49,886 49,886 258,724 1,850,000 2-15-10 165,000 5.13% 49,886 214,886 8-15-10 45,658 45,658 260,543 1,685,000 2-15-11 170,000 5.20% 45,658 215,658 8-15-11 41,238 41,238 256,895 1,515,000 2-15-12 180,000 5.30% 41,238 221,238 8-15-12 36,468 36,468 257,705 1,335,000 2-15-13 190,000 5.35% 36,468 226,468 8-15-13 31,385 31,385 257,853 1,145,000 2-15-14 205,000 5.40% 31,385 236,385 8-15-14 25,850 25,850 262,235 940,000 2-15-15 215,000 5.50% 25,850 240,850 8-15-15 19,938 19,938 260,788 725,000 2-15-16 230,000 5.50% 19,938 249,938 8-15-16 13,613 13,613 263,550 495,000 2-15-17 240,000 5.50% 13,613 253,613 8-15-17 7,013 7,013 260,625 255,000 2-15-18 255,000 5.50% 7,013 262,013 262,013 0 Net Interest: 1,932,554$ Moody's: Aaa S & P's: AAA Paying Agent: Chase Bank of Texas Technology and Fiber Optic Projects - $348,000; Business Park - $250,000; Fire Station #2 - $210,000 Call Provisions: The City reserves the right, at its option, to redeem Obligations having stated maturates on and after February 15, 2011, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 15, 2010, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2000 April 13, 2000 - $4,050,000 Street Projects - $2,390,000; Park Projects - $726,000 Neighborhood CIP - $50,000; Debt Issuance - $76,000 J-15 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2000 A Principal - $8,100,000 Debt Issuance - $115,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 8,100,000 2-15-04 560,000 5.70% 183,508 743,508 8-15-04 167,548 167,548 911,055 6,205,000 2-15-05 590,000 6.75% 167,548 757,548 8-15-05 147,635 147,635 905,183 5,615,000 2-15-06 250,000 6.75% 147,635 397,635 8-15-06 139,198 139,198 536,833 5,365,000 2-15-07 265,000 4.75% 139,198 404,198 8-15-07 132,904 132,904 537,101 5,100,000 2-15-08 280,000 4.75% 132,904 412,904 8-15-08 126,254 126,254 539,158 4,820,000 2-15-09 290,000 4.80% 126,254 416,254 8-15-09 119,294 119,294 535,548 4,530,000 2-15-10 310,000 4.85% 119,294 429,294 8-15-10 111,776 111,776 541,070 4,220,000 2-15-11 325,000 4.90% 111,776 436,776 8-15-11 103,814 103,814 540,590 3,895,000 2-15-12 340,000 5.00% 103,814 443,814 8-15-12 95,314 95,314 539,128 3,555,000 2-15-13 360,000 5.10% 95,314 455,314 8-15-13 86,134 86,134 541,448 3,195,000 2-15-14 380,000 5.20% 86,134 466,134 8-15-14 76,254 76,254 542,388 2,815,000 2-15-15 405,000 5.25% 76,254 481,254 8-15-15 65,623 65,623 546,876 2,410,000 2-15-16 425,000 5.30% 65,623 490,623 8-15-16 54,360 54,360 544,983 1,985,000 2-15-17 455,000 5.40% 54,360 509,360 8-15-17 42,075 42,075 551,435 1,530,000 2-15-18 480,000 5.50% 42,075 522,075 8-15-18 28,875 28,875 550,950 1,050,000 2-15-19 510,000 5.50% 28,875 538,875 8-15-19 14,850 14,850 553,725 540,000 2-15-20 540,000 5.50% 14,850 554,850 554,850 0 Interest: 4,141,330$ Northgate Parking Garage - $6,385,000; Land Acquisition - $1,600,000 J-16 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2001 August 2, 2001- $3,650,000 Veterans Park - $865,000; Neighborhood CIP - $75,000 2nd Street - $490,000; Debt Issuance - $52,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 455,000 3.50% 58,393 513,393 8-15-04 50,431 50,431 563,824 2,275,000 2-15-05 485,000 4.00% 50,431 535,431 8-15-05 40,731 40,731 576,161 1,790,000 2-15-06 465,000 4.38% 40,731 505,731 8-15-06 30,559 30,559 536,289 1,325,000 2-15-07 60,000 4.00% 30,559 90,559 8-15-07 29,359 29,359 119,918 1,265,000 2-15-08 65,000 4.00% 29,359 94,359 8-15-08 28,059 28,059 122,418 1,200,000 2-15-09 70,000 4.10% 28,059 98,059 8-15-09 26,624 26,624 124,683 1,130,000 2-15-10 75,000 4.20% 26,624 101,624 8-15-10 25,049 25,049 126,673 1,055,000 2-15-11 80,000 4.30% 25,049 105,049 8-15-11 23,329 23,329 128,378 975,000 2-15-12 85,000 4.40% 23,329 108,329 8-15-12 21,459 21,459 129,788 890,000 2-15-13 90,000 4.50% 21,459 111,459 8-15-13 19,434 19,434 130,893 800,000 2-15-14 95,000 4.63% 19,434 114,434 8-15-14 17,237 17,237 131,671 705,000 2-15-15 100,000 4.75% 17,237 117,237 8-15-15 14,862 14,862 132,099 605,000 2-15-16 105,000 4.75% 14,862 119,862 8-15-16 12,368 12,368 132,230 500,000 2-15-17 115,000 4.88% 12,368 127,368 8-15-17 9,565 9,565 136,933 385,000 2-15-18 120,000 4.90% 9,565 129,565 8-15-18 6,625 6,625 136,190 265,000 2-15-19 130,000 5.00% 6,625 136,625 8-15-19 3,375 3,375 140,000 135,000 2-15-20 135,000 5.00% 3,375 138,375 0 Net Interest: 965,724$ Technology and Fiber Optic Projects - $1,843,000; Business Park - $200,000 J-17 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2002 March 1, 2002 - Principal $14,480,000 City Facilities - $2,255,000; Wolf Pen Creek - $2,300,000 Street Projects - $8,891,000 Debt Issuance Cost $67,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 14,480,000 2-15-04 1,025,000 5.50% 315,519 1,340,519 8-15-04 287,331 287,331 1,627,850 12,455,000 2-15-05 1,045,000 4.25% 287,331 1,332,331 8-15-05 265,125 265,125 1,597,456 11,410,000 2-15-06 1,070,000 4.25% 265,125 1,335,125 8-15-06 242,388 242,388 1,577,513 10,340,000 2-15-07 1,100,000 4.25% 242,388 1,342,388 8-15-07 219,013 219,013 1,561,400 9,240,000 2-15-08 880,000 4.25% 219,013 1,099,013 8-15-08 200,313 200,313 1,299,325 8,360,000 2-15-09 515,000 4.25% 200,313 715,313 8-15-09 189,369 189,369 904,681 7,845,000 2-15-10 540,000 4.25% 189,369 729,369 8-15-10 177,894 177,894 907,263 7,305,000 2-15-11 570,000 4.38% 177,894 747,894 8-15-11 165,425 165,425 913,319 6,735,000 2-15-12 600,000 4.50% 165,425 765,425 8-15-12 151,925 151,925 917,350 6,135,000 2-15-13 635,000 4.63% 151,925 786,925 8-15-13 137,241 137,241 924,166 5,500,000 2-15-14 665,000 4.75% 137,241 802,241 8-15-14 121,447 121,447 923,688 4,835,000 2-15-15 705,000 5.00% 121,447 826,447 8-15-15 103,822 103,822 930,269 4,130,000 2-15-16 740,000 5.00% 103,822 843,822 8-15-16 85,322 85,322 929,144 3,390,000 2-15-17 780,000 5.00% 85,322 865,322 8-15-17 65,822 65,822 931,144 2,610,000 2-15-18 825,000 5.00% 65,822 890,822 8-15-18 45,197 45,197 936,019 1,785,000 2-15-19 870,000 5.00% 45,197 915,197 8-15-19 23,447 23,447 938,644 915,000 2-15-20 915,000 5.13% 23,447 938,447 8-15-20 0 0 938,447 0 Net Interest: 5,926,213$ Equipment and Technology - $967,000; J-18 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2003 December 5, 2002 - Principal $1,000,000 Equipment $993,432 Debt Issuance Cost $6,568 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 190,000 2.500% 13,800 203,800 8-15-04 11,425 11,425 215,225 810,000 2-15-05 195,000 2.500% 11,425 206,425 8-15-05 8,988 8,988 215,413 615,000 2-15-06 200,000 2.500% 8,988 208,988 8-15-06 6,488 6,488 215,475 415,000 2-15-07 205,000 3.000% 6,488 211,488 8-15-07 3,413 3,413 214,900 210,000 2-15-08 210,000 3.250% 3,413 213,413 8-15-08 0 0 213,413 0 Net Interest: 93,898$ J-19 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2003 A July 9, 2003 - Principal $780,000 Streets Project $750,000 Debt Issuance Cost $30,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR PRINCIPAL AMOUNT OUTSTANDING 780,000 2-15-04 0 0.000% 17,984 17,984 8-15-04 14,451 14,451 32,435 780,000 2-15-05 30,000 3.350% 14,451 44,451 8-15-05 13,949 13,949 58,400 750,000 2-15-06 30,000 3.500% 13,949 43,949 8-15-06 13,424 13,424 57,373 720,000 2-15-07 30,000 3.500% 13,424 43,424 8-15-07 12,899 12,899 56,323 690,000 2-15-08 30,000 3.500% 12,899 42,899 8-15-08 12,374 12,374 55,273 660,000 2-15-09 35,000 3.500% 12,374 47,374 8-15-09 11,761 11,761 59,135 625,000 2-15-10 35,000 3.300% 11,761 46,761 8-15-10 11,184 11,184 57,945 590,000 2-15-11 35,000 2.900% 11,184 46,184 8-15-11 10,676 10,676 56,860 555,000 2-15-12 35,000 3.000% 10,676 45,676 8-15-12 10,151 10,151 55,828 520,000 2-15-13 40,000 3.200% 10,151 50,151 8-15-13 9,511 9,511 59,663 480,000 2-15-14 40,000 3.400% 9,511 49,511 8-15-14 8,831 8,831 58,343 440,000 2-15-15 40,000 3.600% 8,831 48,831 8-15-15 8,111 8,111 56,943 400,000 2-15-16 40,000 3.700% 8,111 48,111 8-15-16 7,371 7,371 55,483 360,000 2-15-17 45,000 3.900% 7,371 52,371 8-15-17 6,494 6,494 58,865 315,000 2-15-18 45,000 4.000% 6,494 51,494 8-15-18 5,594 5,594 57,088 270,000 2-15-19 50,000 4.000% 5,594 55,594 8-15-19 4,594 4,594 60,188 220,000 2-15-20 50,000 4.150% 4,594 54,594 8-15-20 3,556 3,556 58,150 170,000 2-15-21 55,000 4.150% 3,556 58,556 8-15-21 2,415 2,415 60,971 115,000 2-15-22 55,000 4.200% 2,415 57,415 8-15-22 1,260 1,260 58,675 60,000 2-15-23 60,000 4.200% 1,260 61,260 61,260 Net Interest: 355,196$ J-20 DEBT SERVICE ESTIMATED SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2004 Estimate Principal- $3,150,000 Business Center - $3,150,000; PAYMENT DATE ESTIMATE PRINCIPAL AMOUNT ESTIMATE INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR ESTIMATE PRINCIPAL AMOUNT OUTSTANDING 3,150,000 2-15-05 95,000 4.50% 70,875 165,875 8-15-05 68,738 68,738 234,613 3,055,000 2-15-06 100,000 4.50% 68,738 168,738 8-15-06 66,488 66,488 235,225 2,955,000 2-15-07 105,000 4.50% 66,488 171,488 8-15-07 64,125 64,125 235,613 2,850,000 2-15-08 110,000 4.50% 64,125 174,125 8-15-08 61,650 61,650 235,775 2,740,000 2-15-09 115,000 4.50% 61,650 176,650 8-15-09 59,063 59,063 235,713 2,625,000 2-15-10 125,000 4.50% 59,063 184,063 8-15-10 56,250 56,250 240,313 2,500,000 2-15-11 130,000 4.50% 56,250 186,250 8-15-11 53,325 53,325 239,575 2,370,000 2-15-12 140,000 4.50% 53,325 193,325 8-15-12 50,175 50,175 243,500 2,230,000 2-15-13 145,000 4.50% 50,175 195,175 8-15-13 46,913 46,913 242,088 2,085,000 2-15-14 165,000 4.50% 46,913 211,913 8-15-14 43,200 43,200 255,113 1,920,000 2-15-15 165,000 4.50% 43,200 208,200 8-15-15 39,488 39,488 247,688 1,755,000 2-15-16 175,000 4.50% 39,488 214,488 8-15-16 35,550 35,550 250,038 1,580,000 2-15-17 185,000 4.50% 35,550 220,550 8-15-17 31,388 31,388 251,938 1,395,000 2-15-18 195,000 4.50% 31,388 226,388 8-15-18 27,000 27,000 253,388 1,200,000 2-15-19 210,000 4.50% 27,000 237,000 8-15-19 22,275 22,275 259,275 990,000 2-15-20 225,000 4.50% 22,275 247,275 8-15-20 17,213 17,213 264,488 765,000 2-15-21 240,000 4.50% 17,213 257,213 8-15-21 11,813 11,813 269,025 525,000 2-15-22 260,000 4.50% 11,813 271,813 8-15-22 5,963 5,963 277,775 265,000 2-15-23 265,000 4.50% 5,963 270,963 8-15-23 0 0 270,963 0 Net Interest: 1,592,100$ J-21 DEBT SERVICE SCHEDULE OF REQUIREMENTS Certificates of Obligation, Series 2004 A Estimate Principal- $11,400,000 Conference Center - $11,400,000; PAYMENT DATE ESTIMATE PRINCIPAL AMOUNT ESTIMATE INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH FISCAL YEAR ESTIMATE PRINCIPAL AMOUNT OUTSTANDING 11,400,000 2-15-05 150,000 4.50% 256,500 406,500 8-15-05 253,125 253,125 659,625 11,250,000 2-15-06 160,000 4.50% 253,125 413,125 8-15-06 249,525 249,525 662,650 11,090,000 2-15-07 450,000 4.50% 249,525 699,525 8-15-07 239,400 239,400 938,925 10,640,000 2-15-08 475,000 4.50% 239,400 714,400 8-15-08 228,713 228,713 943,113 10,165,000 2-15-09 500,000 4.50% 228,713 728,713 8-15-09 217,463 217,463 946,175 9,665,000 2-15-10 525,000 4.50% 217,463 742,463 8-15-10 205,650 205,650 948,113 9,140,000 2-15-11 555,000 4.50% 205,650 760,650 8-15-11 193,163 193,163 953,813 8,585,000 2-15-12 635,000 4.50% 193,163 828,163 8-15-12 178,875 178,875 1,007,038 7,950,000 2-15-13 755,000 4.50% 178,875 933,875 8-15-13 161,888 161,888 1,095,763 7,195,000 2-15-14 750,000 4.50% 161,888 911,888 8-15-14 145,013 145,013 1,056,900 6,445,000 2-15-15 835,000 4.50% 145,013 980,013 8-15-15 126,225 126,225 1,106,238 5,610,000 2-15-16 930,000 4.50% 126,225 1,056,225 8-15-16 105,300 105,300 1,161,525 4,680,000 2-15-17 990,000 4.50% 105,300 1,095,300 8-15-17 83,025 83,025 1,178,325 3,690,000 2-15-18 1,515,000 4.50% 83,025 1,598,025 8-15-18 48,938 48,938 1,646,963 2,175,000 2-15-19 1,015,000 4.50% 48,938 1,063,938 8-15-19 26,100 26,100 1,090,038 1,160,000 2-15-20 1,065,000 4.50% 26,100 1,091,100 8-15-20 2,138 2,138 1,093,238 95,000 2-15-21 95,000 4.50% 2,138 97,138 8-15-21 0 0 97,138 0 Net Interest: 5,185,575$ J-22 Embracing the Past Exploring the Future DEBT SERVICE UTILITY REVENUE BONDS J-23 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1994 October 1, 1994, $16,500,000 Electric Projects $6,500,000; Wastewater Project $10,000,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-04 825,000 5.50% 22,688 847,688 8-1-04 0 0 847,688 0 Net Interest Cost: $9,757,825 Moody's: Aaa Effective Interest Rate: 6.0140% S & P's: AAA Paying Agent: Texas Commerce Bank, N.A. Underwriting Group: Prudential Securities, Inc. The bonds due in 2005-2014 were refunded by the Utility System Revenue Refunding Bonds, Series 2003. Call Provisions: All Bonds maturing on or after February 1, 2005 are optional for redemption in whole or in part on February 1, 2004 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-24 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1995 August 1, 1995, $6,000,000 Electric Projects - $3,000,000; Water Projects - $1,800,000; Wastewater Projects - $1,200,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-04 300,000 6.25% 108,675 408,675 8-1-04 99,300 99,300 507,975 3,600,000 2-1-05 300,000 6.25% 99,300 399,300 8-1-05 89,925 89,925 489,225 3,300,000 2-1-06 300,000 5.25% 89,925 389,925 8-1-06 82,050 82,050 471,975 3,000,000 2-1-07 300,000 5.30% 82,050 382,050 8-1-07 74,100 74,100 456,150 2,700,000 2-1-08 300,000 5.40% 74,100 374,100 8-1-08 66,000 66,000 440,100 2,400,000 2-1-09 300,000 5.50% 66,000 366,000 8-1-09 57,750 57,750 423,750 2,100,000 2-1-10 300,000 5.50% 57,750 357,750 8-1-10 49,500 49,500 407,250 1,800,000 2-1-11 300,000 5.50% 49,500 349,500 8-1-11 41,250 41,250 390,750 1,500,000 2-1-12 300,000 5.50% 41,250 341,250 8-1-12 33,000 33,000 374,250 1,200,000 2-1-13 300,000 5.50% 33,000 333,000 8-1-13 24,750 24,750 357,750 900,000 2-1-14 300,000 5.50% 24,750 324,750 8-1-14 16,500 16,500 341,250 600,000 2-1-15 300,000 5.50% 16,500 316,500 8-1-15 8,250 8,250 324,750 300,000 2-1-16 300,000 5.50% 8,250 308,250 308,250 0 Net Interest Cost:$3,722,850 Moody's:Aaa Effective Interest Rate: 5.64% S & P's:AAA Paying Agent & Registrar: Texas Commerce National Bank National Association Underwriting Group: Merrill Lynch, Pierce, Ferris & Smith, Inc. Robert W. Baird & Co., Inc. Raymond james & Associates, Inc. DLS Securities Service Asset Management Call Provisions:All Bonds maturing on or after February 1,2006 are optionalfor redemption in whole or in part on February 1, 2005 or any date thereafter at par and accrued interest to the date fixed for redemption. If less than all of the Bonds are redeemed at any time, the particular Bonds to be redeemed shall be selected by the City in integral multiples of $5,000 within any one maturity. J-25 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1996 December 1, 1996, $10,110,000 Electric Projects - $3,700,000; Water Projects - $3,200,000; Wastewater Projects - $500,000; Refunding (URB SERIES 1990, Years 2001 - 2006) - $2,710,000 PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-04 700,000 4.70% 189,555 889,555 8-1-04 173,105 173,105 1,062,660 6,575,000 2-1-05 805,000 4.80% 173,105 978,105 8-1-05 153,785 153,785 1,131,890 5,770,000 2-1-06 810,000 4.90% 153,785 963,785 8-1-06 133,940 133,940 1,097,725 4,960,000 2-1-07 340,000 5.05% 133,940 473,940 8-1-07 125,355 125,355 599,295 4,620,000 2-1-08 360,000 5.05% 125,355 485,355 8-1-08 116,265 116,265 601,620 4,260,000 2-1-09 375,000 5.15% 116,265 491,265 8-1-09 106,609 106,609 597,874 3,885,000 2-1-10 400,000 5.25% 106,609 506,609 8-1-10 96,109 96,109 602,718 3,485,000 2-1-11 420,000 5.35% 96,109 516,109 8-1-11 84,874 84,874 600,983 3,065,000 2-1-12 445,000 5.45% 84,874 529,874 8-1-12 72,748 72,748 602,621 2,620,000 2-1-13 470,000 5.50% 72,748 542,748 8-1-13 59,823 59,823 602,570 2,150,000 2-1-14 495,000 5.50% 59,823 554,823 8-1-14 46,210 46,210 601,033 1,655,000 2-1-15 520,000 5.55% 46,210 566,210 8-1-15 31,780 31,780 597,990 1,135,000 2-1-16 550,000 5.60% 31,780 581,780 8-1-16 16,380 16,380 598,160 585,000 2-1-17 585,000 5.60% 16,380 601,380 617,760 0 Net Interest Cost: 5,702,533$ Moody's:Aaa S & P's: AAA Paying Agent: Texas Commerce Bank National Association Underwriters: Southwest Securities Rauscher Pierce Refsnes, Inc. Coastal Securities Call Provisions:The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 1, 2008 through and including February 1, 2017, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 1, 2007, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. J-26 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 1998 April 1, 1998, $2,700,000 WasteWater Projects PAYMENT DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-04 115,000 6.500% 58,533 173,533 8-1-04 54,795 54,795 228,328 2,160,000 2-1-05 125,000 6.500% 54,795 179,795 8-1-05 50,733 50,733 230,528 2,035,000 2-1-06 130,000 5.625% 50,733 180,733 8-1-06 47,076 47,076 227,809 1,905,000 2-1-07 135,000 4.550% 47,076 182,076 8-1-07 44,005 44,005 226,081 1,770,000 2-1-08 140,000 4.650% 44,005 184,005 8-1-08 40,750 40,750 224,755 1,630,000 2-1-09 145,000 4.750% 40,750 185,750 8-1-09 37,306 37,306 223,056 1,485,000 2-1-10 155,000 4.800% 37,306 192,306 8-1-10 33,586 33,586 225,893 1,330,000 2-1-11 160,000 4.900% 33,586 193,586 8-1-11 29,666 29,666 223,253 1,170,000 2-1-12 170,000 5.000% 29,666 199,666 8-1-12 25,416 25,416 225,083 1,000,000 2-1-13 180,000 5.000% 25,416 205,416 8-1-13 20,916 20,916 226,333 820,000 2-1-14 190,000 5.050% 20,916 210,916 8-1-14 16,119 16,119 227,035 630,000 2-1-15 200,000 5.100% 16,119 216,119 8-1-15 11,019 11,019 227,138 430,000 2-1-16 210,000 5.125% 11,019 221,019 8-1-16 5,638 5,638 226,656 220,000 2-1-17 220,000 5.125% 5,638 225,638 225,638 0 Net Interest Cost: 1,610,150$ Moody's:Aaa S & P's:AAA Paying Agent: Chase Bank of Texas National Association Underwriting Group: First Southwest Paying Agent: The City reserves the right,at its option,to redeem Bonds having stated maturities on and after February 1, 2009, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 1, 2008, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. If less than all the Bonds are to be redeemed, the City may select the maturities of Bonds to be redeemed. If less than all the Bonds of any maturity are to be redeemed, the Paying Agent/Registrar will determine by lot the Bonds, or portions thereof, within such maturity to be redeemed. J-27 DEBT SERVICE SCHEDULE OF REQUIREMENTS Utility Revenue Bonds - SERIES 2000 April 13, 2000 - $10,500,000 Water Projects - $4,500,000; Wastewater Projects - $6,000,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 10,500,000 2-15-04 425,000 7.00% 264,395 689,395 8-15-04 249,520 249,520 938,915 9,100,000 2-15-05 445,000 7.00% 249,520 694,520 8-15-05 233,945 233,945 928,465 8,655,000 2-15-06 470,000 7.00% 233,945 703,945 8-15-06 217,495 217,495 921,440 8,185,000 2-15-07 495,000 5.00% 217,495 712,495 8-15-07 205,120 205,120 917,615 7,690,000 2-15-08 525,000 5.00% 205,120 730,120 8-15-08 191,995 191,995 922,115 7,165,000 2-15-09 550,000 5.10% 191,995 741,995 8-15-09 177,970 177,970 919,965 6,615,000 2-15-10 580,000 5.10% 177,970 757,970 8-15-10 163,180 163,180 921,150 6,035,000 2-15-11 615,000 5.20% 163,180 778,180 8-15-11 147,190 147,190 925,370 5,420,000 2-15-12 650,000 5.25% 147,190 797,190 8-15-12 130,128 130,128 927,318 4,770,000 2-15-13 685,000 5.30% 130,128 815,128 8-15-13 111,975 111,975 927,103 4,085,000 2-15-14 725,000 5.40% 111,975 836,975 8-15-14 92,400 92,400 929,375 3,360,000 2-15-15 770,000 5.50% 92,400 862,400 8-15-15 71,225 71,225 933,625 2,590,000 2-15-16 815,000 5.50% 71,225 886,225 8-15-16 48,813 48,813 935,038 1,775,000 2-15-17 865,000 5.50% 48,813 913,813 8-15-17 25,025 25,025 938,838 910,000 2-15-18 910,000 5.50% 25,025 935,025 935,025 0 Net Interest Cost: 6,099,459$ Moody's: Aaa S & P's: AAA Paying Agent: Chase Bank of Texas National Association Underwriting Group: First Southwest Call Provisions: The City reserves the right, at its option, to redeem Bonds having stated maturities on and after February 1, 2011, in whole or in part in principal amounts of $5,000 or any integral multiple thereof, on February 1, 2010, or any date thereafter, at the par value thereof plus accrued interest to the date of redemption. If less than all of the Bonds are to be redeemed, the City may select the maturities of Bonds to be redeemed. If less than all the Bonds of any maturity are to be redeemed, the Paying Agent/Registrar will determine by lot the Bonds, or portions thereof, within such maturity to be redeemed. J-28 DEBT SERVICE SCHEDULE OF REQUIREMENTS U.R.B. SERIES 2001 August 1, 2001 - PRINCIPAL $23,500,000 Water Projects $12,400,000, Wastewater Projects $11,100,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-15-04 740,000 3.50% 530,431 1,270,431 8-15-04 517,481 517,481 1,787,913 21,445,000 2-15-05 785,000 4.50% 517,481 1,302,481 8-15-05 499,819 499,819 1,802,300 20,660,000 2-15-06 830,000 4.50% 499,819 1,329,819 8-15-06 481,144 481,144 1,810,963 19,830,000 2-15-07 875,000 4.50% 481,144 1,356,144 8-15-07 461,456 461,456 1,817,600 18,955,000 2-15-08 925,000 4.50% 461,456 1,386,456 8-15-08 440,644 440,644 1,827,100 18,030,000 2-15-09 975,000 5.00% 440,644 1,415,644 8-15-09 416,269 416,269 1,831,913 17,055,000 2-15-10 1,030,000 5.50% 416,269 1,446,269 8-15-10 387,944 387,944 1,834,213 16,025,000 2-15-11 1,090,000 5.50% 387,944 1,477,944 8-15-11 357,969 357,969 1,835,913 14,935,000 2-15-12 1,150,000 4.40% 357,969 1,507,969 8-15-12 332,669 332,669 1,840,638 13,785,000 2-15-13 1,215,000 4.50% 332,669 1,547,669 8-15-13 305,331 305,331 1,853,000 12,570,000 2-15-14 1,285,000 4.60% 305,331 1,590,331 8-15-14 275,776 275,776 1,866,108 11,285,000 2-15-15 1,360,000 4.70% 275,776 1,635,776 8-15-15 243,816 243,816 1,879,593 9,925,000 2-15-16 1,435,000 4.75% 243,816 1,678,816 8-15-16 209,735 209,735 1,888,551 8,490,000 2-15-17 1,515,000 4.80% 209,735 1,724,735 8-15-17 173,375 173,375 1,898,110 6,975,000 2-15-18 1,600,000 4.875% 173,375 1,773,375 8-15-18 134,375 134,375 1,907,750 5,375,000 2-15-19 1,695,000 5.00% 134,375 1,829,375 8-15-19 92,000 92,000 1,921,375 3,680,000 2-15-20 1,790,000 5.00% 92,000 1,882,000 8-15-20 47,250 47,250 1,929,250 1,890,000 2-15-21 1,890,000 5.00% 47,250 1,937,250 1,937,250 0 J-29 DEBT SERVICE SCHEDULE OF REQUIREMENTS U.R.B. SERIES 2002 March 1, 2002 - PRINCIPAL $18,215,000 Electric Projects $4,440,000; Water Projects $6,300,000, Wastewater Projects $10,000,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 18,215,000 2-15-04 555,000 4.00% 437,972 992,972 8-15-04 426,872 426,872 1,419,843 17,130,000 2-15-05 585,000 4.00% 426,872 1,011,872 8-15-05 415,172 415,172 1,427,043 16,545,000 2-15-06 620,000 4.00% 415,172 1,035,172 8-15-06 402,772 402,772 1,437,943 15,925,000 2-15-07 650,000 4.00% 402,772 1,052,772 8-15-07 389,772 389,772 1,442,543 15,275,000 2-15-08 685,000 4.00% 389,772 1,074,772 8-15-08 376,072 376,072 1,450,843 14,590,000 2-15-09 725,000 4.13% 376,072 1,101,072 8-15-09 361,118 361,118 1,462,190 13,865,000 2-15-10 765,000 6.00% 361,118 1,126,118 8-15-10 338,168 338,168 1,464,287 13,100,000 2-15-11 805,000 6.00% 338,168 1,143,168 8-15-11 314,018 314,018 1,457,187 12,295,000 2-15-12 850,000 6.00% 314,018 1,164,018 8-15-12 288,518 288,518 1,452,537 11,445,000 2-15-13 895,000 4.67% 288,518 1,183,518 8-15-13 267,620 267,620 1,451,139 10,550,000 2-15-14 940,000 4.77% 267,620 1,207,620 8-15-14 245,201 245,201 1,452,821 9,610,000 2-15-15 995,000 4.88% 245,201 1,240,201 8-15-15 220,923 220,923 1,461,124 8,615,000 2-15-16 1,045,000 4.98% 220,923 1,265,923 8-15-16 194,903 194,903 1,460,826 7,570,000 2-15-17 1,100,000 5.08% 194,903 1,294,903 8-15-17 166,963 166,963 1,461,865 6,470,000 2-15-18 1,160,000 5.13% 166,963 1,326,963 8-15-18 137,209 137,209 1,464,171 5,310,000 2-15-19 1,225,000 5.19% 137,209 1,362,209 8-15-19 105,420 105,420 1,467,629 4,085,000 2-15-20 1,290,000 5.24% 105,420 1,395,420 8-15-20 71,622 71,622 1,467,042 2,795,000 2-15-21 1,360,000 5.13% 71,622 1,431,622 8-15-21 36,772 36,772 1,468,394 1,435,000 2-15-22 1,435,000 5.13% 36,772 1,471,772 1,471,772 0 Total Interest 10,842,740 J-30 DEBT SERVICE SCHEDULE OF REQUIREMENTS U.R.B. SERIES 2003 A JULY 9, 2003 - PRINCIPAL $4,850,000 Electric Projects $4,850,000 DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 4,850,000 2-15-04 102,772 102,772 8-15-04 88,091 88,091 190,863 4,850,000 2-15-05 185,000 3.000% 88,091 273,091 8-15-05 85,316 85,316 358,406 4,665,000 2-15-06 190,000 2.500% 85,316 275,316 8-15-06 82,941 82,941 358,256 4,475,000 2-15-07 195,000 2.500% 82,941 277,941 8-15-07 80,503 80,503 358,444 4,280,000 2-15-08 200,000 2.500% 80,503 280,503 8-15-08 78,003 78,003 358,506 4,080,000 2-15-09 205,000 3.500% 78,003 283,003 8-15-09 74,416 74,416 357,419 3,875,000 2-15-10 210,000 4.000% 74,416 284,416 8-15-10 70,216 70,216 354,631 3,665,000 2-15-11 220,000 4.000% 70,216 290,216 8-15-11 65,816 65,816 356,031 3,445,000 2-15-12 225,000 4.000% 65,816 290,816 8-15-12 61,316 61,316 352,131 3,220,000 2-15-13 235,000 4.000% 61,316 296,316 8-15-13 56,616 56,616 352,931 2,985,000 2-15-14 245,000 3.125% 56,616 301,616 8-15-14 52,788 52,788 354,403 2,740,000 2-15-15 255,000 3.250% 52,788 307,788 8-15-15 48,644 48,644 356,431 2,485,000 2-15-16 265,000 3.500% 48,644 313,644 8-15-16 44,006 44,006 357,650 2,220,000 2-15-17 275,000 3.625% 44,006 319,006 8-15-17 39,022 39,022 358,028 1,945,000 2-15-18 290,000 3.750% 39,022 329,022 8-15-18 33,584 33,584 362,606 1,655,000 2-15-19 300,000 3.875% 33,584 333,584 8-15-19 27,772 27,772 361,356 1,355,000 2-15-20 315,000 4.000% 27,772 342,772 8-15-20 21,472 21,472 364,244 1,040,000 2-15-21 330,000 4.000% 21,472 351,472 8-15-21 14,872 14,872 366,344 710,000 2-15-22 345,000 4.125% 14,872 359,872 8-15-22 7,756 7,756 367,628 365,000 2-15-23 365,000 4.250% 7,756 372,756 372,756 0 Interest: 2,169,066 J-31 DEBT SERVICE SCHEDULE OF REQUIREMENTS U.R.B. SERIES 2003 REFUNDING December 5, 2002 - PRINCIPAL $11,160,000 REFUNDING URB SERIES 1993 YEARS 2004-2013, AND URB SERIES 1994 YEARS 2005-2014 Electric Projects; Water Projects, Wastewater Projects DATE PRINCIPAL AMOUNT INTEREST RATE INTEREST AMOUNT TOTAL DUE ON PAYMENT DATE TOTAL DUE EACH YEAR PRINCIPAL AMOUNT OUTSTANDING 2-1-04 365,000 4.00% 223,441 588,441 8-1-04 216,141 216,141 804,581 10,795,000 2-1-05 1,180,000 4.00% 216,141 1,396,141 8-1-05 192,541 192,541 1,588,681 9,615,000 2-1-06 1,170,000 4.00% 192,541 1,362,541 8-1-06 169,141 169,141 1,531,681 8,445,000 2-1-07 1,155,000 4.50% 169,141 1,324,141 8-1-07 143,153 143,153 1,467,294 7,290,000 2-1-08 1,140,000 3.50% 143,153 1,283,153 8-1-08 123,203 123,203 1,406,356 6,150,000 2-1-09 1,120,000 3.75% 123,203 1,243,203 8-1-09 102,203 102,203 1,345,406 5,030,000 2-1-10 1,100,000 4.00% 102,203 1,202,203 8-1-10 80,203 80,203 1,282,406 3,930,000 2-1-11 1,075,000 4.00% 80,203 1,155,203 8-1-11 58,703 58,703 1,213,906 2,855,000 2-1-12 1,055,000 4.00% 58,703 1,113,703 8-1-12 37,603 37,603 1,151,306 1,800,000 2-1-13 1,035,000 4.13% 37,603 1,072,603 8-1-13 16,256 16,256 1,088,859 765,000 2-1-14 765,000 4.25% 16,256 781,256 781,256 Total Interest 2,799,655 J-32 Embracing the Past Exploring the Future APPENDIX K GENERAL & ADMINISTRATIVE TRANSFERS GENERAL AND ADMINISTRATIVE TRANSFERS The General and Administrative Transfers are used to reflect the cost of 2 types of activities. The first is to recover the costs of administrative services to the areas which are using those services. For example, transfers are used to reflect the cost of services received from administrative activities in the General Fund, such as accounting, purchasing, technology, and human resources services. Costs are allocated based on the results of an annual cost allocation plan done in the early part of the budget process. The transfers are also used as a mechanism to recover the cost of projects that may be budgeted in an operating fund, but are being funded from a different source. For example, the Parks Department budgets for a number of activities that are funded from the Hotel/Motel Fund through the General and Administrative Transfer. The following page includes the schedule for the General and Administrative Transfers for FY 04. Most of the transfers come into the General Fund from other operating funds receiving the services. Just under $5.8 million is approved to be allocated to the General Fund from various other funds. This includes 462,134 for drainage maintenance activities from the Drainage Utility Fund. Also included is $667,804 for the Community Development administrative functions, and $343,433 for parks related projects funded out of the Hotel/Motel Fund. It also includes $182,582 related to approved service level adjustments in the General Fund that are approved to be funded in part by sources other than the General Fund. $2.16 million is approved to be allocated to the Utility Billing Fund from the five utility funds. Funds are also transferred from the Water and Wastewater Funds to the Electric Fund for administrative services provided by the Electric Fund; and from the Wastewater Fund to the Water Fund. K-1 FY 03 FY 04 FY 04 Approved Approved Base Total Approved Budget Budget Budget To General Fund: Community Development 689,827$ 664,031$ 667,804$ Parks Xtra Education 30,590 31,062 31,062 Hotel Motel 265,848 267,671 267,671 Wolf Pen Creek 77,199 75,762 75,762 Conf Center 276,936 0 0 Drainage Operations 410,748 462,134 625,943 Electric 665,884 582,421 588,421 Water 329,139 304,486 306,286 Wastewater 292,247 298,642 299,842 Sanitation 344,465 365,423 366,623 BVSWMA 348,148 387,064 388,264 Parking Enterprise 0 21,898 21,898 Utility Billing 595,212 486,881 490,481 Court Security Fund 30,327 48,548 48,548 Insurance Funds Empl. Benefits 54,949 49,520 49,520 Prop. Casualty 131,990 126,645 126,645 Worker's Comp 131,991 126,645 126,645 Fleet 137,177 134,043 134,043 Print/Mail 47,327 45,829 45,829 Communications 85,000 100,000 100,000 General Capital Projects 0 Street Projects 250,000 350,000 350,000 Parks Projects 20,000 20,000 20,000 General Government 60,000 120,720 120,720 Parks Escrow Projects 5,000 10,000 10,000 New Conference Center 50,000 41,340 41,340 Northgate Parking Garage 0 0 0 Business Park 50,000 0 0 Utility Capital Projects 0 Electric Projects 90,000 18,082 18,082 Water Projects 275,000 150,000 150,000 Wastewater Projects 200,000 140,852 140,852 Drainage 185,000 172,302 172,302 General Fund Total 6,130,004$ 5,602,001$ 5,784,583$ To Utility Customer Service: Electric 1,132,658$ 1,207,200$ 1,269,929$ Water 622,531 663,500 697,977 Wastewater 72,406 77,200 81,210 Drainage 25,000 25,000 25,000 Sanitation 72,406 77,200 81,210 Utility Customer Service 1,925,000$ 2,050,100$ 2,155,326$ To Electric Fund: Water 213,000$ 197,500$ 197,500$ Wastewater 213,000 197,500 197,500 Electric Fund Total 426,000$ 395,000$ 395,000$ To Water Fund: Wastewater 279,400$ 285,000$ 285,000$ Water Fund Total 279,400$ 285,000$ 285,000$ To Communications Fund: General 38,100 0 0 Electric 4,500 0 0 Water 1,500 0 0 Wastewater 1,800 0 0 Sanitation 1,000 0 0 BVSWMA 1,500 0 0 Utility Billing 1,500 0 0 Fleet 700 0 0 Print/Mail 200 0 0 Communications Fund Total 50,800$ 0$ 0$ Total All Funds 8,811,204$ 8,332,101$ 8,619,909$ FY 04 Approved General and Administrative Transfer Worksheet K-2 Embracing the Past Exploring the Future APPENDIX L FY 2003-2004 STRATEGIC PLAN STRATEGIES AND IMPLEMENTATION PLANS FY 2003-04 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS Core Services Vision Statement We will provide high quality customer focused basic city services at a reasonable cost. Strategy #1 We will provide infrastructure with the capacity to meet current and projected projects. Implementation Plans a. Provide effective drainage programs b. Provide effective electric, water, and wastewater services c. Provide effective technology services d. Provide effective Solid Waste / Landfill programs e. Provide effective Cemetery services Strategy #2 We will promote public safety and health. Implementation Plans a. Provide effective police protection b. Improve interagency public safety coordination c. Provide effective Fire / EMS services d. Pursue effective emergency management services e. Provide health services through the Brazos County Health Department f. Provide animal control and adoption through the Brazos Animal Shelter Strategy #3 We will promote effective communication (interdepartmentally and the public) Implementation Plans a. Effectively utilize television b. Implementation of City Marketing plan c. E-Government implementation d. Develop employee communication plan e. Develop and implement alternate communication with Public f. Review and improve advisory board communication Strategy #4 We will rehabilitate infrastructure as needed. Implementation Plans a. Update older infrastructure b. Implement Southside rehabilitation plan Strategy #5 We will provide streets, traffic and transportation systems. Implementation Plans a. Provide effective street programs b. Provide effective traffic programs c. Provide effective regional transportation programs L-1 FY 2003-04 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS Strategy #6 We will provide a workplace that fosters creative ideas for delivery of core services. Implementation Plans a. Provide effective training and development programs b. Provide effective recognition systems c. Provide effective performance evaluation systems d. Promote creativity and innovation in service delivery L-2 FY 2003-04 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS Parks and Leisure Services Vision Statement We will continue to promote a wide range of leisure, recreational and cultural arts opportunities. Strategy #1 We will maintain an integrated parks system driven by connectivity. Implementation Plans a. Continue implementation of Park Maintenance Standards b. Implementation urban forestry management plan c. Implement greenway/bikeway plans that foster connectivity Strategy #2 We will promote programs and facilities that target all age groups Implementation Plans a. Continue efforts to make parks more intergenerational b. Review leisure service programs c. Pursue cooperative efforts with the City of Bryan on joint programming d. Development of Veterans Park Phase 2 e. Develop new five-year Parks Capital Improvement Projects Strategy #3 We will promote cultural arts. Implementation Plans a. Promote performing art b. Promote public art c. Library services improvement d. Performing arts facilities development e. Develop a museum Strategy #4 We will pursue regional planning and development efforts Implementation Plans a. Implement regional planning and develop initiative L-3 FY 2003-04 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS Planning and Development Vision Statement We will continue to promote a well-planned community Strategy #1 We will continue to revise and guide the development process through the Unified Development Ordinance (UDO) Implementation Plans a. Revise the technical standards for infrastructure construction b. Revise the drainage ordinance (UDO Section 7.8) c. Revise the Subdivison Regulations (UDO Article 8) d. Update Park land dedication ordinance Strategy #2 We will continue to support an intermodal transportation action plan. Implementation Plans a. Develop an intermodal transportation action plan Strategy #3 We will continue to provide for a well planned community (we will promote well- planned neighborhoods) Implementation Plans a. Provide proactive code enforcement services b. Provide Neighborhood Services c. Guide growth through planned annexation d. Update Greenway master plan e. Small area planning L-4 FY 2003-04 STRATEGIC PLAN STRATEGIES & IMPLEMENTATION PLANS Economic Development Vision Statement We will continue to promote a strong and diverse economic environment. Strategy #1 We will promote the development of strategic areas Implementation Plans a. Promote commercial development in the Wolf Pen Entertainment district b. Promote development in the Rock Prairie Road Commercial area c. Promote development in Crescent Pointe (tax increment reinvestment one #15) and surrounding area Strategy #2 We will continue to strengthen and diversify the tax and job base. Implementation Plans a. Pursue development of a second class “A” business park for continued recruitment of Technology companies b. Pursue update of the incentives guidelines Strategy #3 We will promote tourism. Implementation Plans a. Support the operations of Brazos Valley Convention & Visitors Bureau b. Continue development of Hotel / Conference Center and Corporate headquarters c. Explore development / recruitment of a new venue Strategy #4 We will promote revitalization and redevelopment Implementation Plans a. Promote redevelopment of targeted properties and areas b. Target CDBG funds to infrastructure rehabilitation c. Target CDBG and HOME funds for low-mod income housing projects and improvements d. Proactive code enforcement Strategy #5 We will encourage and integrate the city’s economic development efforts with the Research Valley Partnership. Implementation Plans a. Monitor Research Valley Partnership-(RVP) performance and programs. b. Incorporate Research Valley Partnership branding c. Enhance marketing mechanisms utilized to target site location consultants, real estate professionals, and business executives. L-5 APPENDIX M FY 04 COMBINED FUND SUMMARY Combined Summary by Fund Type FY 04 FY 04 FY 04 FY 04 Governmental Enterprise Special Revenue Internal Service Funds Funds Funds Funds Beginning Balance/ Working Capital 41,278,405$ 55,091,964$ 4,795,541$ 8,637,951$ Revenues Taxes 29,992,019$ -$ 2,966,487$ -$ Licenses and Permits 885,200 - - - Intergovernmental 228,115 - 4,593,072 - Charges for Services 2,228,315 74,915,180 128,800 6,724,655 Fines 3,044,550 94,500 - - Premiums - - - 2,415,200 Investment Income 1,099,030 1,533,900 108,222 273,470 Other 480,800 1,226,900 24,000 201,300 Total Revenues 37,958,029$ 77,770,480$ 7,820,581$ 9,614,625$ Total Funds Available 79,236,434$ 132,862,444$ 12,616,122$ 18,252,576$ Expenditures/Expenses Operating Salaries and Benefits 28,853,360$ 9,128,862$ -$ 2,389,756$ Supplies 2,004,622 2,335,570 - 654,380 Maintenance 3,337,046 1,174,925 - 194,361 Purchased Services 6,233,172 41,456,222 - 529,344 Capital 667,589 915,181 - 70,085 Total Operating Expend/Exp 41,095,789$ 55,010,760$ -$ 3,837,926$ Non Departmental Community Development -$ -$ 4,241,300$ -$ Reimbursed Administrative (5,288,643) 3,861,660 351,772 944,775 Contributions 267,265 328,287 1,215,200 - Claims - - - 380,000 Premiums - - - 4,483,917 Other 1,408,200 435,000 1,060,333 541,145 Capital Outlay 12,316,756 17,351,457 2,129,500 2,960,000 Debt Service 9,267,686 7,952,765 - - Total Non Departmental 17,971,264$ 29,929,169$ 8,998,105$ 9,309,837$ Other Sources (Uses) Proceeds From Long Term Debt 15,050,000$ 8,720,000$ -$ -$ Operating Transfers In 12,070,414 10,670,000 - - Operating Transfers Out - (17,911,410) (479,103) (403,756) Total Other Sources (Uses) 27,120,414$ 1,478,590$ (479,103)$ (403,756)$ Increase(Decrease) Fund Balance 6,011,390$ (5,690,859)$ (1,656,627)$ (3,936,894)$ Fund Balance/Working Capital 47,289,795$ 49,401,105$ 3,138,914$ 4,701,057$ M-1 APPENDIX N GLOSSARY GLOSSARY A Activity Center: The lowest level at which costs for operations are maintained. Ad Valorem Tax: A tax based on the value of property. Appropriation: A legal authorization granted by the Council to make or incur expenditures/expenses for specific purposes. B 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. C Capital/Major Project Expenditure/Expense: An expenditure/expense that results in the acquisition or addition of a fixed asset or the improvement to an existing fixed asset. Cash Basis: Method of accounting and budgeting that recognizes revenues when received and expenditures when paid. Certificate of Obligation (C.O.): Long-term debt that is authorized by the City Council and does not require prior voter approval. Certified Annual Financial Report (CAFR): The published results of the City’s annual audit. Charter of Accounts: A chart detailing the system of general ledger accounts. City Council: The current elected officials of the City as set forth in the City's Charter. City Manager: The individual appointed by the City Council who is responsible for the administration of City affairs. Capital Improvement Program (CIP): A multi-year program of projects that address both repair and replacement of existing infrastructure as well as the development of new facilities to accommodate future growth. Capital Outlay: A disbursement of money which results in the acquisition or addition to fixed assets. Competitive bidding process: The process following State law requiring that for purchases of $15,000 or more, a city must advertise, solicit, and publicly open sealed bids from prospective vendors. After a review period, the Council then awards the bid to the successful bidder. Contract Obligation Bonds: Long-term debt that places the assets purchased or constructed as a part of the security for the issue. Current Expense: An obligation as a result of an incurred expenditure/expense due for payment within a twelve (12) month period. Current Revenue: The revenues or resources of a City convertible to cash within a twelve (12) month period. D Debt Service: The annual amount of money necessary to pay the interest and principal (or sinking fund contribution) on outstanding debt. Department: Separate branch of operation in the organization structure. Division: Unit of a department. E Effectiveness Measure: Measure that demonstrates whether a program is accomplishing its intended results. These should show the impact of the program. N-1 Efficiency Measure: This is a ratio of inputs to outputs. For example: cost per inspection, calls for service per officer. Emergency: An unexpected occurrence, i.e., damaging weather conditions, that require the unplanned use of City funds. Encumbrance: Obligation to expend appropriated monies as a result of a processed purchase order or a contract for purchases legally entered on behalf of the City. Enterprise Funds: Funds that are used to represent the economic results of activities that are maintained similar to those of private business, where revenues are recorded when earned and expenses are recorded as resources are used. Equity: See Fund Balance. Expenditure/Expense: Decrease in net financial resources for the purpose of acquiring goods or services. The General Fund recognizes expenditures and the Proprietary Funds recognize expenses. F Fiscal year: 12 month budget period, generally extending from October 1st through the following September 30th. Fixed Assets: Asset of a long-term nature which are intended to continue to be held or used, such as land, building, improvements other than buildings, machinery, and equipment. FTE: Full Time Equivalent. A position that is equivalent to a full-time 40 hour work week. This is the method by which temporary/seasonal and part-time workers are accounted for. Fund: An independent fiscal and accounting entity with a self-balancing set of accounts recording cash and/or other resources together with all related liabilities, obligations, reserves, and equities which are segregated for the purpose of carrying on specific activities or attaining certain objectives. Fund Balance (Equity): The excess of fund assets over liabilities. Accumulated balances are the result of continual excess of revenues over expenditures/expenses. A negative fund balance is a deficit balance. G GAAP: See Generally Accepted Accounting Principles. General and Administrative Costs: Costs associated with the administration of City services. General Fund: The City fund used to account for all financial resource and expenditures of the City except those required to be accounted for in another fund. General Ledger: The collection of accounts reflecting the financial position and results of operations for the City. Generally Accepted Accounting Principles (GAAP): Uniform minimum standards of and guidelines to financial accounting and reporting as set forth by the Governmental Accounting Standards Board (GASB). General Obligation Bonds: Bonds for whose payment the full faith and credit of the City has been pledged. GFOA: Government Finance Officers Association of the United States and Canada. Governmental Accounting Standards Board (GASB): The authoritative accounting and financial reporting standard-setting body of government agencies. Governmental Funds: Funds that are maintained on a modified accrual basis with an emphasis on when cash is expended or obligated and revenues are recorded when measurable and available. I Internal Service Funds: Generally accounted for similar to enterprise funds. These funds are used to account for enterprise types of activities for the benefit of city departments such as fleet maintenance, self insurance, and print/mail. Implementation Plan: The specific actions that will be taken to implement a strategy within the City’s strategic plan. N-2 Investments: Securities held for the production of income, generally in the form of interest. L Line Item Budget: The presentation of the City's adopted budget in a format presenting each Department's approved expenditure/expense by specific account. Long-Term Debt: Obligation of the City with a remaining maturity term of more that one (1) year. M Mission Statement: Purpose of the organization; why the organization exists and whom it benefits. Modified Accrual Basis: The basis of accounting in which revenues are recognized when they become measurable and available to finance expenditures of the current period. Expenditures are recognized when the goods or services are received. N Net Working Capital: Current Assets less Current Liabilities in an enterprise or internal service fund. Non-Recurring Revenues: Resources recognized by the City that are unique and occur only one time or without pattern. O Official Budget: The budget as adopted by the Council. One-Time Revenues: See Non-Recurring Revenues. Operating Budget: A plan, approved by the Council, of financial operations embodying an estimate of proposed expenditures/expenses for the fiscal year and the proposed means of financing them. Output Measure: This is the quantity of work produced or generated. P Performance Measure: Tool to determine the levels of service are being provided by the organization. Proprietary Funds: See Utility Funds. R Reserves: An account used to designate a portion of the fund balance (equity) as legally segregated for a specific future use. Retained Earnings: The equity account reflecting the accumulated earnings of the Utility Funds. Revenues (Resources): An increase in assets due to the performance of a service or the sale of goods. in the General Fund, revenues are recognized when earned, measurable, and reasonably assured to be received within 60 days. Risk: The liability, either realized or potential, related to the City's daily operations. S Service Level: The current outcomes and services provided to citizens and customers by the City as approved in the annual budget. Service Level Adjustment (SLA): Request for additional resources requiring a decision by management and council and justified on the basis of adding to or reducing services and/or performance improvements. Sinking Fund: A fund which is accumulated through periodic contributions which must be placed in the sinking fund so that the total contributions plus their compounded earnings will be sufficient to redeem the sinking fund bonds when they mature. Strategy: A policy choice that identifies purposes, policies, programs, actions, decisions, or resource allocations that define what path the City will take to move toward the visions and why that path has been chosen. T Tax Levy: The total amount of taxes imposed by the City on taxable property, as determined by N-3 the Brazos County Appraisal District, within the City's corporate limits. Transfers: A legally authorized funding transfer between fund in which one fund is responsible for the initial receipt and the other fund is responsible for the actual disbursement. User-Based Fee/Charge: A monetary fee or charge placed upon the user of services of the City. U Utility Funds: The funds used to account for the operations of the City's electric, water, sanitary sewer, and solid waste disposal activities. Undesignated Fund Balance: The portion of the fund balance that is unencumbered from any obligation of the City. Utility Revenue Bond: Debt issued by the City and approved by the Council for which payment is secured by pledged utility revenue. V Vision Statements: Description of what the community should look like in the future. Based on the Council’s values, they provide direction about the intended impact the organization should have on the community. Provide answers to the preamble, “As a result of our efforts, citizens will...” N-4