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_FY 14-15 COB Adopted BudgetCity of Baytown, Texas 2014-2015 Budget Adopted August 28, 2014 This budget will raise more revenue from property taxes than last year's budget by an amount of $39,479, which is a 0.22 percent increase from last year's budget. The property tax revenue to be raised from new property added to the tax roll this year is $503,093. RECORD VOTE ON BUDGET The members of the governing body voted on the budget as follows: FOR: Mayor Stephen H. DonCarlos Councilman Mercedes Renteria Ill Councilman Chris Presley Councilman Brandon Capetillo AGAINST: PRESENT (and not voting): ABSENT: Property Tax Rate: Effective Tax Rate: Councilman Terry Sa in Councilman Robert C. Hoskins Councilman David McCartney PROPERTY TAX RATE COMPARISON Effective Maintenance & Operations Tax Rate: 2014-2015 $0.82203/$100 $0.80186/$100 $0.42650/$100 $0.83703/$100 $0.37641/$100 2013-2014 $0.82203/$100 $0.80760/$100 $0.42908/$100 $0.84830/$100 $0.38490/$100 Rollback Tax Rate: Debt Rate: MUNICIPAL DEBT OBLIGATIONS The total amount of City of Baytown, Texas debt obligations secured by property tax is $8,539,790. BAYTOWN CITY OF BAYTOWN, TEXAS ANNUAL PROGRAM OF SERVICES 2014-15 ADOPTED BUDGET as submitted to MAYOR AND COUNCIL by Robert D. Leiper, City Manager August 28, 2014 Per H.B . 3195, once the certified tax rolls are received, information will be noted in the budget regarding taxes raised on new property. II MAP OF THE CITY OF BAYTOWN, TEXAS Major Venues from Baytown, Texas NASA/Johnson Space Center, Houston, Texas-25 minutes Downtown Houston, Texas-30 minutes Hobby Airport, Houston, Texas-30 minutes Minute Maid Field, Houston, Texas -30 minutes BBV A Compass Stadium, Houston, Texas -30 minutes Toyota Center, Houston, Texas-30 minutes NRG Stadium, Houston, Texas -35 minutes Bush Intercontinental Airport, Houston, Texas -45 minutes Galveston, Texas (coastline)-55 minutes Da,ton Houston CITY OF BAYTOWN ELECTED OFFICIA L S Mercedes Renteria Ill Mayor Pro-Tem Council Member District 1 Brandon Capetillo Counci l Member District 3 Mayor Stephen H. DonCarlos Robe rt C. Hoski ns Counc il Member Di s trict 5 Dav id McCartney Council Member Dist rict 6 Chris Presl ey Counci l Member District 2 Terry Sain Council Member District 4 iii CITY OF BAYTOWN, TEXAS PRINCIPAL CITY OFFICIALS Robert D. Leiper Ron Bottoms Kevin Troller Ignacio Ramirez Julie Escalante Louise Richman Keith Dougherty Shon Blake Bill Vola Raymond Pheris Jose Pastrana Tiffany Foster Scott Johnson Ed Tomjack Mike Lester Carol Flynt Leticia Brysch Nick Woolery City Manager Deputy City Manager Assistant City Manager City Attorney Municipal Court Judge Director of Finance Police Chief Fire Chief, EMS Director of Public Works/Utilities Emergency Management Coordinator Telecommunications Coordinator Director of Engineering Director of Planning & Development Services Director of Parks & Recreation Director of Information Technology Services Director of Health Director of Human Resources & Civil Service City Librarian City Clerk Director of Strategic Initiatives Acknowledgments The preparation of the budget on a timely basis could not have been accomplished without the efforts and dedication of the Administration, Department Directors and the Budget Staff. We would like to express our appreciation to our staff from various departments who assisted in its preparation. iv OUR VISION To be a progressive community that values quality of life, diverse economic opportunities and civic pride as we honor our past and shape our future. BAYTOWN ~ OUR hi!SS/ON To balance public resources and services in order to provide for the hea lth, safety, and welfare of the community, enhance quality of life, and plan for the future. OUR FoUND!i170N FOR SUCCESS live the City's Core Values • Leadership : w e show others the way • Integrity: we earn and honor the trust of others • Teamwork: we help each other succeed • Exce llence : we understand our jobs and take pride in doing them well • Respect: we conduct our business with courtesy, kindness and fairness • Service: we anticipate our customers' needs and provide so lutions Get better all the time • Innovate by learning from others and evaluating how we can improve the way we provide se rvices • Ask customers and employees how we can improve • Train employees to perform the i r jobs at higher leve ls • Develop employees within their current positions and grow leaders from within the organization Communicate • Always step back when making a decision and consider who needs to be involved and who need s to be informed of what is happening, whether it's the public or fellow employees Make every decision with the future in mind • Will the decis io n make Baytown a better place to live, work and v is it? • What impact will the decision have on Baytown in twenty years? • Will the deci sio n have a positive impact on Baytown 's community spirit? Give back • Positively impact the Baytown area as public servants and as members of the community v CITY OF BAYTOWN ORGANIZATION CHART Citizens I City Council I I Boar ds and Commissions Municipa l Judge City Manager I I Legal Emergency Mgt. Mun icipal Cou rt Of Rocord l Deputy Ci~· Assistant City J Manager Manager &EMS Po En~neering Public Works Fi scal Ope.rations Human Res ources Planning& Utilities Information Technology Ubrary Development Services Services (ITS) Parks & Recreation Communications Public Health CityOerk Capital Proj ects vi • GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of Baytown Texas For the Fiscal Year Beginning October 1, 2013 Exccuth-c Oinxlor The Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to City of Baytown, Texas for its annual budget for the fiscal year beginning October 1, 2013. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communications device. This award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. vii BAYTOWN VIII Map o f C ity of Baytown , T exas Elected Offic ial s Prin c ipal C it y Offic ia ls C it y of B aytown Core Values O rgani zatio n C hart CITY OF BAYTOWN ANNUAL PROGRAM OF SERVICES ADOPTED BUDGET 2014-15 TABLE OF CONTENTS G FO A Di s ting ui s hed Budget Present a ti o n Award Table of Contents Reader's Guide (1) R ea de r's Guide Budge t Cale nda r Overview o f the C ity o f Bay town , T exas Fin a nc ial Po li c ies Manager's Message (2) Ma nager's Message Technical Adj u stme nts Major Budget Issues Report (3) Gene ral F und Gener al D e bt Servic e F und Hotel/Mote l Fund A quatics Fund Wate r and Sewer Fund Wate r and W astewate r Inte rest a nd S inking Fund Sa nit ati on Fund Storm W a te r Utility Fund Ce ntra l Services Garage Fund Wareh o u se O pera ti o n s F und Funded Capit al Requests Bayt o wn 2025 Comp re he ns ive P lan-Annual Report a nd S trategic Actio n P la n Budget Summaries (4) Ex pe nditure Budget Summary Compari son-Compari son of2014 Budget to 20 15 Ad opte d Budget S ummary Compari son-Con so lid a ted S ummary o f Fund Ba la n ces/Working Capita l S ummary of All Fund Types - C omparati ve Sche dule of Budgets fo r 2 015 S ummary o f Governm enta l F und T yp es -Comparati ve Sch edule of Budgets fo r 2 01 5 Governmenta l Fund Ex p enditure D eta il fo r F iscal Year 20 15 Sununary o f Proprie tary Fund Types -Compara ti ve Sche dul e of Bu dgets fo r 20 15 Propri e tary Fund Ex p enditure D etail fo r F isca l Year 20 15 Pag e II Ill IV v v i VII 1-1 1-4 1-6 1-11 2 -1 2 -8 3-1 3-5 3-5 3-6 3-7 3-9 3-9 3 -1 0 3-11 3-11 3 -11 3-13 3 -20 4 -1 4-2 4 -3 4 -4 4-5 4 -9 4 -10 BAYTOWN ::::::::;;: CITY OF BAYTOWN ANNUAL PROGRAM OF SERVICES ADOPTED BUDGET 2014-15 TABLE OF CONTENTS General Fund (5) Organi zatio n C ha rt Budge t Summ ary by Type o f Expenditure (Revenu es & Expenditures b y T ype) Bud ge t Summary b y Func ti o n of Exp enditure (R evenu es & Ex pe nd itures by Functio n) G ene ral Fund Revenu e Summary Reve nu e De tail Budget Summ ary by D epartme nt Budge t S umm ary by Ac co unt G enera l Fund Program S ummaries and D epa rtme nt a l Budgets Ge ne ra l Adminis tra ti o n Fiscal O pe rati o ns Lega l Se rvices Info rmati on T echn o logy Services Pla nning and D evelo pme nt Servi ces Huma n Resources C ity C lerk Court o f Record C ity Fac iliti es Gene ral O verhead Po li ce Fire Communicatio ns Emergenc y M anage ment E mergency M edi cal Se rvi ces Public Works Adminis trat io n Stree ts a nd Dra in age Tra ffi c Contro l Engineering Public Health Parks and Recreatio n Ste rling Munic ipal Library Tra nsfer s Out Gen e r a l Debt Service F und (6) Budge t S umm ary b y Fund Assesse d Valu ati o n , Estima ted A d Valo re m Coll ect io ns and A d Valorem T ax Rate A ll ocatio n Assessed Valu a ti o ns , T ax Levy and Coll ec ti o ns - Last T e n Fiscal Year s Ge ne ra l Long T erm De bt Schedule of Fisca l Y ear 20 14-15 Require ments Annua l Requireme nt to Amo rti ze G e ne ra l O b ligati o n De bt S tateme nt of Bo nd ed Indebtedness Fi scal Y ear 20 14-15 Hotel/Motel Fund (7) Org ani zatio n Cha rt Bud ge t S umm ary by Fund Progra m Summa ry Serv ice Leve l Budge t Bud get 20 15 Program s 5-1 5-3 5-4 5-5 5 -6 5-9 5-1 0 5-14 5-1 6 5-1 8 5-20 5-24 5-26 5-28 5-30 5 -33 5 -34 5-36 5 -40 5-44 5-46 5-49 5-50 5-52 5-54 5-56 5-58 5-62 5-66 5-69 6 -1 6-2 6-3 6-4 6-5 6-6 7 -1 7-3 7-4 7-5 7-6 Aquatics Fund (8) O rga ni zati o n C h a rt Budget S ummary by Fund Program Su mmary Servi ce Level Budget Water and Sewer Fund (9) O rganization C ha rt CITY OF BAYTOWN ANNUAL PROGRAM OF SERVICES ADOPTED BUDGET 2014-15 TABLE OF CONTENTS Budget S ununary by Fund (R evenues & Ex p enditures by T ype) Budget S ummary b y Fund (R evenues & Ex p enditures b y Func ti o n) Revenu e De ta il Budget S ummary by De p a rtme nt Summ ary by Account Water and Sewer Fund Progr am S ununaries a nd Departme nta l Budgets U tili ty Bi lling an d Collecti o ns Water an d Sewer Gene ral Overhead Water Operatio n s Was tewater Ope ra ti o n s U tilit y Con s truc ti o n Transfers O ut !Water & Wastewater Interest & Sinking (WWIS) Fund (10) Budget S ummary b y Fund Summary o f FY 20 14-15 D e bt Requirem e nts Annu a l Require me nt to Amo rti ze Wate r & Sewer Debt De ta il D e bt A mo rtizati o n Sche dules Sanitation Fund (II) O rgani zatio n C h art Budget S ummary by Fund Program Summary Service Level Budget S torm Water Utility Fund (12) Organizati on C h a rt Budget S ummary b y Fund Progra m S ummary Utility Service Level Budg e t Central Services (13) Garage Fund O rgan iza ti o n C ha rt Garage Fund Budget Summary by Fund Gar age Oper ations Program S ummary Garage O p erations Service Level Budg et Wareh o use O p e ra ti o ns Fund Organizati o n C hart W are ho u se O pe ra ti o n s Fund Budget S ummary b y Fund Wa reho use O p e ra ti o n s Progra m S ummary Wa re house O p e ra ti o n s Service Level Budget 8 -1 8-3 8 -4 8-5 9-1 9-3 9-4 9 -5 9 -6 9 -7 9 -1 0 9 -1 3 9 -1 4 9 -1 6 9 -1 8 9 -20 10 -1 10 -3 10-4 10 -5 11 -1 11 -3 11 -4 11 -5 12 -1 12 -3 12 -4 12 -5 13 -1 13-3 13-4 13 -5 13 -7 13-9 13 -1 0 13 -1 1 CITY OF BAYTOWN ANNUAL PROGRAM OF SERVICES ADOPTED BUDGET 2014-15 Ordinances (14) Ordinance Adopting Budge t Rate and Tax Levy Ordinance Wa ter and Sewer Rate Change Ordinance Salary Schedules All Funds (15) TABLE OF CONTENTS Sunun ary of Full-time Positions by Fund & D e partme nt Schedule of Full-tim e B ud geted Positions Endnotes for Personnel Changes Grade Struc ture Salary Schedules S tatistical Section (16) Net Assets by Components Last Ten Fiscal Years Changes in Net Asse ts Last T e n Fisca l Years Changes in Ne t Assets La st Ten Fisca l Ye ars (Cont inued) Tax Revenues by Source, Governmental Activities Last Ten Fiscal Years Fun d Balances, Governn1e nta l Funds La s t Ten Fiscal Years Changes in Fund Balances, Governm enta l Funds La st Ten Fi scal Years Ta.x Revenu es By Source, Government a l Activities Last Ten Fisca l Years Assessed Val ue and Estimated Actual Va lu e ofTaxable Property Last Ten Fiscal Years Property Tax Rates-Direct and Overlapping Govenunents Last Ten Fiscal Years Principal Property Ta.xpayers Curren t Year and Nine Years Ago Property Tax Levies and Collections Last Ten Fiscal Years Ratios of Outs tanding Debt By Type Last Ten Y ears Ratios of General Bonded D e bt Outstanding Last Ten Years Direct and Overlapping Governmental Ac ti vities D e bt As of September 30, 20 13 Lega l De bt Margin Information Last Ten Fiscal Years Pl edged Revenues Coverage (Water and Sewer Fund) Last Ten Years De mo graphic and Economic Statistics Last Ten Fiscal Years Principal Employers Current Fiscal Year and Nine Years Ago Full-Time Equi va lent City Empl oyees By Function/Program Last Ten Fi scal Years Operating In d icators by Function/Program Last Ten F iscal Years Capita l Asset Statis ti cs By F un cti on/Program Last Ten Fiscal Y ear s Compone nt Units (17) Baytown Area Water A utho ri ty (BA W A) Adopted Budget Baytown Area Water Authority Board Organization Chart Baytown Area Water A uthority Board of Directors Baytown Area Wate r A uthority-Man ager's Message Baytown Area Water Authority Major Budget Issues Baytown Area Water Authority Program Sununary Baytown Area Water A utho rity Budget Summary by Fund Baytown Area Water A uthority Service Level Budget BA WA -Capit al Improvement Program Fund Budget Summary by Fund 5 18 Baytown Area Wate r Authorit y Revenue Bonds Long Term Debt Amortization Schedules Baytown Area Wate r A uthorit y Revenue Bonds Detail Debt Am o rti zation Schedules Ci ty of Hous ton U ntreated Water Rates 14-1 14-4 14-7 15 -1 15-2 15-12 15 -1 7 15-1 8 16 -2 16 -4 16-6 16-8 16 -1 0 16 -1 2 16-14 16 -16 16 -18 16 -2 1 16-22 16-24 16 -26 16-29 16-30 16 -32 16-34 16-37 16-3 8 16-40 16-42 17-1 17-4 17-5 17-6 17-8 17-10 17-11 17-12 17-14 17 -1 5 17 -16 17-18 CITY OF BAYTOWN ANNUAL PR OGRAM OF SERVICES ADOPTED BUDGET 2014-15 TABLE OF CONTENTS Componen t Units (Co nt.) Treated Wate r Rates C ity of Ho us to n's Notifi cati o n of Increased Water & Sewer Ra tes -Effecti ve April 1, 20 14 Baytown Area Water A utho rity Ordinance Crim e Control and Prevention Dis trict (CCPD) Adopted Budget C r ime Contro l and Preventi o n Di s trict (CCPD) Board Members Crime Contro l and Prevention Di s trict (CCPD) Budget S ummary b y Fund 206 C rime Contro l and Preventio n D istrict (CC PD ) 20 14-15 Di v is io n Budget Crime Contro l and Preventio n Di s tric t (CCPD) Ordinance Fire Contro l, Preventi o n and Emergency M edi ca l Services Dis tri ct (F C PEMSD) Ado p ted Budge t F ire Contro l, Preventi o n and Em e rgency Medical Services Dis tri ct (F C PEMSD) Board Members F ire Contro l, Preventi o n and Em e rge ncy M edi ca l Services Dis tri ct (FCPEMSD ) Budge t S ummary by F und 207 Fire Control, Preventi o n and Emergency Medical Services Dis tri ct (F C PEMSD) Spec ial District -Fire/E M S -2 070 I Fire Contro l, Preve ntio n and Eme rgen cy Medical Services Dis tri ct (FCP EMS D) 2 0 14-15 Division Budge t Fire Contro l, Preventi o n an d Eme rgency Med ical Services Di s tri ct (FCPEMS D ) Ordi nance Muni c ipal Development Dis tric t Adopted Budget Munic ipal Developm ent Dis trict M e mbers Munic ipal Develo pment Dis tric t -Manage r's M essag e Munic ipal Develo pment Dis tri ct Major Budget Iss ues Municipa l Develo pment Dis trict Program Fund Budget S umm ary for Fi sca l Year 2014-15 Munic ipal Develo pment Di s trict-Supplemental Info rmati o n Included fo r Planning Purposes Municipa l Develo pment Dis tric t Program Fund Budget S umm ary -Proj ected Working Capital Munic ipal Development Di s trict De tai l D ebt A m o rti zati o n Sche dules Mun ic ipa l Develo pment Dis tric t Reso lutio n Baytown Re investm e nt Zone #I Fund 2 16 Budget Summary Bayto wn Reinvestment Zone #I His to ri cal Data Sch edu le I capital i mprovement Program (ClP) (18) Capit a l Improvements Program 2007-Appr oved by Voters on November 6, 2007 Utility Capital Imp roveme nt Projects Summary Acti ve and Future Projects Municipal D evelopment Dis tri ct Program F und Budge t S ummary-Projecte d Work ing Capit a l M isce ll aneous F un d s (19) Misce ll a neous Funds Overview S tr ee t Maintenance Tax Fund 2 11 Budget S ummary Community Develo pment Block Grant (CDBG) Fund 270 Budget S ununary b y Fund Capital Re placeme nt Fund (C RF ) 350 Budget S u mmary Capital Replaceme nt Fund (C RF) 350 -Schedu le of Re payment Capital Improveme nt Program Fund (CIPF) 351 Budget S ununary Wate r & Sewer-Capita l Improvement Program Fund (C IPF) 527 Budge t Summary Water & Sewer -Impact F ees 529 Budget S ummary Bayland Is land Operations Fund 540 Budget S ummary by Fund Medical Be n e fits Fund 560 Budget S ummary b y Fund Workers Compe n sation Fund 561 Budget Summary b y Fund Other Mi scellaneous Funds Municipal Court S pecia l Revenue Fund 20 I Budge t Summary by Fund Pa rks & Rec r eatio n Escrow Special Revenue Fund 209 Budget S ummary b y Fund Hazmat!Home la nd Security S pe cia l Revenue Fund 2 I 0 Budget Sununary b y Fund 17-19 17-20 17 -21 17 -23 17 -2 6 17 -27 17 -28 17-29 17-3 1 17-34 17-35 17-3 6 17 -37 17 -39 17 -41 17-45 17-46 17-4 8 17-54 17-5 6 17 -58 17-60 17-65 17-67 17 -68 18-1 18-17 18-1 8 19-1 19-5 19 -7 19 -8 19 -9 19 -10 19 -11 19-12 19-13 19-14 19 -15 19 -1 6 19 -1 7 19 -1 8 19 -1 9 Misc ellaneous Funds (Cont.) CITY OF BAYTOWN ANNUAL PROGRAM OF SERVICES ADOPTED BUDGET 2014-15 TABLE OF CONTENTS Po li ce Fo rfe itures Fund 225 Budget S ummary by Fund Family & Yo uth Program Fund 226 Budget S ummary by Fu nd Po lice Acad em y Fund 228 Budget Sum mary by Fund Odd Trus t & Agency Fund 231 Budget S umma ry by Fund Library Spec ia l Revenue Fund 266 Budget Summary b y Fund S umme r Yo uth J ob P rogra m Fund 280 Budget Summary b y Fund Emergency M anageme nt Fund 29 1 Budget S ummary by Fund Baytown N at ure Cent er O pe ra tin g Fund 296 Budget S umm ary by Fund B aytown Nature Center Specia l Projects Fund 296 Budget Summary by Fund We tl ands Educati o n a nd Recreati o n Cente r Fund 298 Budge t S ummary b y Fund We tl ands Education and Recreati o n Ce nte r S p ec ia l Projects Fund 299 Budget S ummary by Fund Glossary (20) Bud ge t Glossary 19 -20 19 -21 19 -22 19-23 19 -24 19 -25 19-26 19-27 19 -28 19 -29 19 -30 20-1 READER'S GUIDE TO THE 2014-15 ANNUAL PROGRAM OF SERVICES (OPERATING BUDGET) The Reader's Guide provides an overview of the City of Baytown's budget process and budget documents. The City of Baytown has prepared a budget designed to meet the highest standards of performance in municipal budgeting. The budget presentation format for department summaries has been designed to include program goals, objectives and meaningful workload and productivity measures. Various financial summaries, statistical information and detailed revenue sources are provided to help defme the City's goals, purposes and assumptions for projections. The Major Funds are the Governmental Funds (i.e., General Fund, General Debt Service Fund and Hotel/Motel Fund) and the Proprietary Funds (i.e., Aquatics Fund, Water and Sewer Fund, Water and Wastewater Interest and Sinking Fund, Sanitation Fund, Storm Water Utility Fund and Central Services Funds). All appropriations shall lapse at the end of the ·fiscal year to the extent that they shall not have been expended or lawfully encumbered. Project length fmancial plans are adopted for all capital project funds. BUDGET BASIS The budget for the Governmental Funds is prepared on the modified accrual basis of accounting. Under this basis· of accounting, revenues are recognized when they become both measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred, except for ( 1) inventories of material and supplies which may be considered expenditures when used; (2) prepaid insurance' and sunilar items; (3) accumulated unpaid vacation, sick pay and other employee benefit amounts which need not be recognized in the current period and ( 4) principal and interest on long-term debts which are generally recognized when due. All proprietary fund types are accounted for on a flow of economic resources measurement focus and use the accrual basis of accounting. Revenues are recognized when they are earned and expenses are recognized when they are incurred. FINANCIAL STRUCTURE The financial structure of the Budget is organized by funds. The two types of funds utilized in this budget are Governmental and Proprietary. The specific funds that make up the Governmental Fund type are General Fund, General Debt Service Fund and Hotel/Motel Fund. The Proprietary Fund types are made up of the Aquatics Fund, Water and Sewer Fund, Water and Wastewater Interest and Sinking Fund, Sanitation Fund, Storm Water Utility Fund and Central Services Fund (Garage and Warehouse Operations). Each of the above mentioned funds operate separately and independently from one another; therefore, they are budgeted separately and include separate fmancial statements. A fund is generally defmed as a fiscal and accounting entity, which has its own self-balancing set of accounts recording cash and other financial resources, as well as any liabilities or residual equities or balances. Funds are segregated for the purpose of carrying on specific activities or attaining certain objectives in accordance with specific regulations, restrictions or limitations. MAJOR BUDGET PHASES The City of Baytown's budget process includes four key phases. The timing and purpose of these phases defmes the process. 1. Budget Preparation and Training-March/April This period serves as a developmental timeline to highlight and include specific instructions . for the new budget. Payroll projections are compiled and changes to systematic budget preparation are communicated and training is held. 2. Budget Priorities Through various strategic planning sessions held throughout the year and individual communications to the City Manager, the City Council has provided input concerning ·the City functional areas and ·the preferred methods of addressing budgetary challenges and revenue shortfalls; operational expenditures related to voter approved referendums; health care cost; sewer capacity/compliance issues and water and sewer rate increases. 3. The Proposed Budget-Late July Pursuant to City Charter, the Proposed Budget is required to be submitted to the City Council at least sixty ( 60) days prior to the beginning of each budget year. (Article V, Section 41 of the City Charter.) This document represents a modified and balanced version of departmental budget requests versus projected revenues. The Proposed Budget document is a product of proposals from the departments and revisions by City Administration and Finance staff. 4. The Adopted Budget-August/September The Adopted Budget represents a modified version of the Proposed Budget after the public hearing and the City Council's review in August and September. Any changes deemed necessary by City Council to funding levels or revenue projections are reflected in the Adopted Budget. Revisions may also be made to reflect any updates to budget information. 1-1 READER'S GUIDE (Continued) THE BUDGET PROCESS The City of Baytown uses a hybrid zero based program oriented budgeting process. Each budgeting division within a department is given a target or "base level" funding based upon the previous year's funding level in which all expenditures must be justified each new fiscal year. With a few exceptions, no new fixed assets or new supplemental program funding requests/positions may be included in base level funding. Any funding request that represents new expenditures and programs, or that is in excess of base level funding, must be submitted as a supplemental program funding request. These supplemental requests may be either a new program or an enhancement to an existing program. I. Budget Training for Support Staff/Budget Guideline Review January/February is when the budget guidelines, procedures and forms are reviewed. Changes may be made to the budget process in order to make budget development more efficient and address format requests from staff. More formal budget training is held in April. Departmental staff is convened for any new guidance on the budgetary process. During the training, staff is informed in the use of budgeting concepts, budget processes and the City's budget system. 2. Revenue Projection The revenue projections for the new fiscal year begin mid-year of the current fiscal year. The Director of Finance, in consultation with department directors and division managers, base revenues upon consultations with state and local agencies, trend analysis, anticipated changes in the local and regional economy and discussions with directly associated staff members. Although beginning earlier, the budget revenue projection occurs concurrently with departmental budget development and extends until the budget is adopted based upon the receipt of any new information. 3. Proposed Budget Development 1-2 During the budget development at the division and departmental level, the Budget Office staff works with managers to analyze requests, provide advice and lend assistance. Budget requests are based upon a base level funding, and any additional funding is made in the form of supplemental program funding requests. The program goals, objectives and measures are evaluated during budget development to determine effectiveness of program activities and levels of appropriate funding. 4. Proposed Budget Analysis/Compilation When division and departmental budget requests are completed, the Budget Office reviews and compiles a preliminary draft of the Proposed Budget. The Director of Finance, City Manager, Deputy City Manager, Assistant City Manager, and budget staff meet and review the submitted budgets during a series of meetings. Based on revenue projections and funding requirements, budget programs or supplemental requests are included in the proposed budget. A total recommended funding level is determined from both base level and supplemental program funding requests proposed. At this time the funding level is weighed against available resources. A tax rate increase may or may not be recommended depending upon program priorities and issues. 5. City Council Budget Study The Major Budget Issues Report is prepared by the City Manager for the Proposed Budget, which highlights and summarizes funding requirements, major changes in programs and alternatives for funding. The Major Budget Issues Report is then reviewed and discussed by the Council during the work sessions. 6. Public Hearing/Budget Adoption A public hearing on the budget is held in early August prior to final budget consideration. At the public hearing, the citizens or any other individual may make fonnal comment either for or against the Proposed Budget. The public also has the opportunity to attend City Council budget work sessions. Budget adoption can occur in late August or September after the City Council deliberations and the public hearing. The City Council may take action to modify the Proposed Budget per its discretion. The City Council also adopts a tax rate to support adopted funding levels. Pursuant to City Charter, the Proposed Budget as submitted by the City Manager becomes the Adopted Budget if no action is taken by September 27th. (See Article V, Section 46 contained in the City Charter.) 7. Compilation of Adopted Budget/Budget Maintenance An Adopted Budget is compiled and published during the first months of the new fiscal year. The READER'S GUIDE (Continued) Adopted Budget in the form of an amended Proposed Budget is available for public inspection in late September. Ledger amounts are prepared for the new fiscal year prior to October 1. Budget Maintenance is a year-round activity of division/department directors and the Budget Office. In addition to spending controls such as appropriation level "lock-out" and position control review, any unbudgeted expenses in the capital appropriation unit require authorization via a budget transfer. Other spending control mechanisms include monthly review of expenditures by the Budget Office. Quarterly budget analysis reports are prepared to present budget versus actual expenditure variances. These reports are reviewed by the staff and the City Council to identify and communicate any major expenditure variances. If necessary, a budget amendment ordinance is adopted based upon the third quarter budget analysis report. DEPARTMENT/DIVISION PROGRAM SUMMARIES Each division within a department is described by narrative information displayed on pages facing resource and expenditure information in order to give the City Council a well-rounded presentation of each division. Program summaries include the following information. Program Description -This section outlines the function and responsibilities performed by the division. It is provided to enable the reader to understand the program elements included in each particular division budget. Major Division Goals -Goals describe the purpose or benefit the division/department plans to provide to the community and/or organizations its serves. Goals identify the end result the division/department desires to achieve with its activities. Goals are often ongoing and may not be achieved in one year. Major Division Objectives Objectives are quantifiable steps toward accomplishing stated goals. They should have a specific time frame or measurable achievement. Objectives should be able to be reached or completed within the current fiscal year. Objective statements are not required for every activity performed, but should focus on the major steps necessary for achieving established goals. Workload Measures -Workload measures reflect major activities of the division/department. They indicate the amount of work, which has been done in the past and projected workload levels for the current and next year. Workload measures should be able to be tracked with a reasonable amount of time and effort. Expenditures -The summary of expenditures show the category of expenses for each of the division's programs as compared from year to year. OTHER FUNDS The Baytown Area Water Authority (BA W A), Crime Control and Prevention District (CCPD), Fire Control, Prevention and Emergency Medical Services District (FCPEMSD) and Municipal Development District (MOD) included in the Component Unit section are presented for the overall comparability and are not subject to annual appropriation. Other miscellaneous funds are included in the budget to reflect the overall City's operations. BA W A operates under a Board of Directors, which is appointed by the City of Baytown. The City of Baytown exercises oversight authority over the operations of BA W A; as a result, BA W A is reported as a component unit of the City. On May 14, 2011 the citizens voted to continue the Baytown CCPD dedicated to crime reduction programs and the adoption of a proposed local sale and use tax at a rate of one-eighth of one percent (118%). The City Council appoints all members of the governing board of CCPD. On May 14, 2011 the citizens voted to continue the Baytown FCPEMSD dedicated to fire safety and emergency medical services and the adoption of a proposed local sale and use tax at a rate of one-eighth of one percent (1/8%). The City Council appoints all members of the governing board ofFCPEMSD. The MD D was created to levy and account for the collection of a sales and use tax at the rate of one-half of one percent for the purpose of financing economic development projects that provide economic benefit and diversify the economic base of the community. The boundaries ofMDD include the portion of the City that is in Harris County and excludes the portion that is in Chambers County. The City Council appoints all members of the governing board of MDD and approves any debt issued by MDD. The Miscellaneous section consists of various funds designated for a single purpose. The presentation is a matter of information. Authorization is received by a grant, contractual arrangement, legislative requirement or budget appropriation in other funds. 1-3 Date Day February 17 Monday April! Tuesday April2 Wed. April14 Monday April14 Monday April14 Monday Aprill7 Thurs. April28-30 Mon.-Tues. May9 Friday May 14 Wednesday May 16 Friday May28 Wednesday May 29-Jun. 2 Thur-Mon June 10 Tuesday June 17 Tuesday June25 Wednesday July2 Wednesday June 30 Monday July? Monday JulyS Tuesday July 10 Thursday July 15 Tuesday July 23 Wednesday July24 Thursday July 16 Wednesday July 30 Wednesday July24 Thursday July24 Thursday August6 Wednesday August6 Wednesday August 13 Wednesday Governing Body Budget Depts. Depts. Depts. Depts. Depts. Depts. Depts. Depts. Depts. Depts. Budget Adm./Depts. CCPD FCPEMSD CCPD FCPEMSD Budget Budget CCPD Council FCPEMSD MOD MOD BAWA Council Council Council BAWA Council Council CITY OF BAYTOWN 2014-15 BUDGET CALENDAR Activity Fund Accounting System rolled into Budget Prep. System to Begin New Fiscal Year Budget Kickoff Meeting -City Manager Explaining Budget Expectations Computer training on Budget Prep System Deadline for Departments to review their fee schedules and submit proposed changes Deadline for Computerffechnology requests to ITS New personnel request forms due to HR Department directors meet to vet new programs DCM & ACM Review of Departmental Budgets Deadline for Department Requested changes per ACMIDCMICM meetings Finance will return Draft Budgets to Departments with comments Deadline to submit Final Departmental Budgets to Finance with one copy of capital request detail Distribute Departmental Budgets to City Management and Finance Staff Departmental Budget work sessions with City Management and Finance Staff on an as needed basis CCPD Board reviews CCPD Proposed Budget & Set two Public Hearings FCPEMSD Board reviews FCPEMSD Proposed Budget & Set a Public Hearing Publish notices of two CCPD Public Hearings on Proposed Budget (no later than 10 days before public hearings) Publish notice ofFCPEMSD Public Hearing on Proposed Budget (no later than 10 days before public hearing) Final Changes to Budget Office by noon Send Proposed Budget to Print Conduct two Public Hearings & Consider Adoption of the Proposed CCPD Budget (no later than 60 days before October Ill). Receive the CCPD Budget as adopted by CCPD Board (no later than 10 days after CCPD adopts the budget) Conduct a Public Hearing & Consider Adoption of the Proposed FCPEMSD Budget (no later than 60 days bef9re October Ill). (only one public hearing is required) Publish notice of the MOD Public Hearing on the Proposed MOD Budget MOD Board reviews MOD Proposed Budget at MOD Board Meeting & Set a Public Hearing BA WA Board receives BAWA Proposed Budget & Set a Public Hearing Publish notices of the City Council Public Hearings on the Proposed CCPD and FCPEMSD Budgets (no later than I 0 days before the public hearings) Receive FCPEMSD Budget as adopted by FCPEMSD Board (no later than I 0 days after FCPEMSD Board's adoption) Receive the City's Proposed Budget submitted by City Manager & Set Budget Worksession Date. Publish notice ofthe BAWA Public Hearing on the Proposed BAWA Budget City Council Budget Work Sessions Publish notice of the City Council Public Hearing on the Proposed City Budget * Note: Publishing Notice and Public Hearing dates subject to change. 1-4 Date Day August? Thursday August 14 Thursday August 14 Thursday August 14 Thursday August20 Wednesday August 28 Thursday August 28 Thursday August28 Thursday December 10 July21 Monday Late August - September4 Thursday September 25 Thursday September 30 Tuesday October6 Monday October9 Thursday October 10 Friday October 16 Thursday November4 Tuesday Late November - Governing Body Council MDD Council Council BAWA Council Council Council Budget CITY OF BAYTOWN 2014-15 BUDGET CALENDAR Activity Conduct Public Hearing on the Proposed Budgets of the CCPD (no later than 45 days before October 1st) Conduct Public Hearing & Consider Adoption of the Proposed MDD Budget Conduct Public Hearing on the Proposed Budgets of the FCPEMSD (no later than 45 days before October 11it) Council Feedback on Proposed Budget & Set a Public Hearing Conduct Public Hearing & Consider Adoption of the Proposed BA WA Budget City Council approves Special District Budgets: CCPD, FCPEMSD, and BAWA (no later than 30 days before October I") Conduct Public Hearing on the Proposed City Budget Consider Adoption of the Proposed City Budget Deadline to submit Adopted Budget to GFOA for award. Tax Calendar Dates Dependent on Receipt of Certified RoDs Council Certification of anticipated collection rate by tax collector Council Receive 2014 Certified Appraisal Rolls -Harris and Chambers County Appraisal Districts Council Publication of Effective and Rollback Tax Rates, unencumbered fund balances, debt obligation schedule and other applicable items (or as soon as practical thereafter, GCCISD publishes) Submit to City Council the Calculation of Effective and Rollback Tax Rates Council Meeting of City Council to discuss tax rate. (If proposed tax rate exceeds the rollback rate or the effective tax rate, then vote to place a proposal to adopt the rate at future meeting. If motion passes, schedule two public hearings; second hearing may not be held earlier than the 3rd day after the first hearing.) Council If Proposed Tax Rate exceeds the Rollback Rate or Effective Tax Rate, publish ''Notice of Public Hearing on Tax Increase" (1st qtr-page notice) at least seven days before public hearings; also on website and TV channel (60 second notice runs until 2nd hearing over) for first public hearing. Council If Proposed Tax Rate exceeds the Rollback Rate or Effective Tax Rate, hold 1st public hearing on the tax increase and announce the date, time and place of the meeting at which it will vote on the tax rate (vote shall be no less than 3 days and no more than 14 days after the second public hearing). Council If Proposed Tax Rate Exceeds The Rollback Rate or the Effective Tax Rate, hold 2nd public hearing on the tax increase (may not be held earlier than the 3rd day after the date of the first hearing) and announce the date, time and place of the meeting at which it will vote on the tax rate (vote shall be no less than 3 days and no more than 14 days after the second public hearing). Council Notice of Tax Revenue Increase published before meeting to adopt tax rate is the second quarter-page notice in newspaper before meeting and published on TV and website (if available, at least seven days before meeting). Council City Council adopts the 2014 Tax Rate ordinance (or before the 60th day after the date the certified appraisal roll is received by a taxing unit, whichever is later). City Election Day Council Present published copy of budget document to City Council, City Clerk and County Clerk *Note: Publishing Notice and Public Hearing dates subject to change. 1-5 OVERVIEW OF THE CITY OF BAYTOWN, TEXAS General Information Baytown, th e fo urth largest c ity m the Ho usto n-S uga rl a nd-B aytown statis ti ca l me tropoli tan are a is located primaril y in easte rn Ha rri s County, approxima te ly 30 mil es fro m downtown Ho us to n . The C ity enco mpasses an area o f abo ut 40 square miles w ith an estim ated po pulation of 73,41 3. Bayto wn is ideally s ituated within 35 minutes of Ho bb y Airp o rt and 4 5 minutes of Geo rge Bush Interco ntine ntal Ai rpo rt and is accessib le .__ __ .......... via Interstate 10, a maj o r transportat ion tho ro ug hfa re running thro ugh the north s ide o f Baytown . Baytown boasts a ri ch wetl and e nv iro nme nt , a bold his tory and s tro ng economic heritage. Surro unde d b y s ix bays and th e Ho us to n S hip Channe l; the area is no t o nl y ho me to a boo ming pe troche mi ca l industry, but a lso offe rs a wide vari ety of rec rea ti o nal ac ti vities centered aro und th e are a 's waterways . Vi s it o rs to th e C ity's hi s tori cal museum can v iew re li cs fro m the o:,·.:o:s reg ion 's pas t including Karankawa Indian arti fac ts and hi s to ri c al it e ms fro m severa l battl es th a t too k pl ace in th e Ba y tow n area in cl uding the Ba ttl e of San Jac into, whe re T exas wo n it s independe nce fr o m M exico. The C ity was inco rporated r?._,.~ January 24 , 194 8 as a Ho m e Rul e City o perating unde r the ~~~~~);-;i~'·fi~~~! Council -M anage r fo rm o f :. • ..,_. -~''"' gove rnment. The City recently ce lebrated it s 65 th anni ve rs ary in January. The ,..; ..,.\.• 'A " C ity Counc il is composed of a M ayo r and s ix s in g le di stric t City Co un c il me mb e rs, elec ted fo r three year terms . The Mayo r is e lec ted at la rge. The C ity's C harte r requires the C ounc il a ppo in t a C ity Manager to act as th e c hief a dmini strati ve and executive officer of th e City. It is the respo ns ib ility of th e C ity Ma nage r to appo int and remove depa rtme nt heads and conduc t the general affa irs o f the C it y in acco rd ance with the po lic ies of the Counc il. Summary of Local Economy The C ity of Baytown has experi enced more th a n $280 millio n in new co mme rc ia l co ns truc ti on and over $68 millio n in new resid e nt ial value in th e pas t fi ve yea rs. Both sec to rs s lowed due to the economic recessio n 1-6 and Hurricane Ike, however there has been growth w ithin the last few year s. In A pril and May 2013, commerc ia l valuation showed an i ncrease over the sam e pe ri ods in 2012 but new resid ential con struct ion s ho wed a de crease. T his wou ld in d icate that co mmerc ia l growth, especially m ulti-fami ly developme nt , is helping to make up fo r the c urrent gap in single-fa mil y res identi a l deve lopm ent. City and Community Initiatives The co mmun it y is pro ud of it s indus tri a l heri tage and the ma ny opportun i tie s a stro ng i ndustrial base provid es. C ity o ffi c ials, c iti ze n group s, busin ess and industry have a s imil ar vis ion: to ma ke th is communi ty a b etter pl ace to live, work and ra ise o ur c hildre n. Q ua li ty of life co n ti nues to be a focus for C ity leaders: • On M ay 14 , 2011, c it izens voted to continue the Bay town C rim e Co ntro l and Preven tio n Distri c t dedi cated to c rime reduc ti on progra ms and the ado ptio n of a local sa le a nd use tax at a rate of one -e ighth o f o ne percent ( 118%). • On M ay 14 , 20 II , c itizens voted to continue th e Baytown Fire Contro l, P reventi on , and Emergency Medica l Se rvices D is trict dedi cated to fi re sa fety and e mergency medi cal services a nd the adopti o n o f a local sales and use tax a t a rate of one-e ighth of one percent ( 1/8%). • Se ve ra l pub li c/private p artne rships between the City and local industry wi ll p rovide ad vance fu nd ing for the c ha ll enges that come w ith sig nificant growth. Among othe r thi ngs, these p artne rs hips inc lude fu ndi ng fo r road proj ects and addi tional law en fo rcem ent officers. • Co nstruction o n Fi re Stat io n #7 was comp leted . Sta tio n #7's res po nse a rea is the north side o f town to include I nterstate I 0, and will a lso be utili zed to assist o th er fire di stric ts located within the c ity. • A tte nda nce and popula ri ty continu e to be grea te r than antic ip ated w ith the Pira tes Bay Waterp ark's c ap acity limiting t ic ke t sales o n a regular bas is. The develop ment of a mu lti-phased master plan wa s completed last sum mer a nd construc ti o n has begun o n the $6.3 million expansio n whic h will inc rease capaci ty to 1500 fro m 1000. A wave pool, slide towers a nd a new concessio n res troom will be added p lus the par king lo t w ill be exp anded. Comp le ti o n is sche du led fo r May 20 14 . • The Central Di stric t Plant and Lift S tati on are be in g re ha bilitated in order to improve the re li a bility of Baytown 's sewer syste m. Thi s proj ect e levates all maj o r sewer comp o ne nts above th e ex pec ted flood water e levati o ns. The li ft stati o n is unde r co nstruc tion and is expected to be comple te d b y mid-20 14. The pla nt rehabilit ati on is unde r des ign and will be comple te d a lso by mid-20 14 with a co ns truc ti o n comple ti o n date o f mid-20 16. The maj o ri ty of thi s $20 milli on proj ect is be in g fund ed by C DB G . • The C ity has r ecently c omplete d an analys is o f it s wa te r produc ti o n capabilities vers us the C ity's current and proj ecte d ne eds. As a result of th a t stud y a seconda ry water plant whic h will in c rease produ c ti on by an estimate d 6 M G D is being de s igne d. This pla nt will prov id e wa ter for the City's growth ar eas and will improve fl ows a nd pressures in the dis tributi on syste ms. D esig n co mpl e ti on is sche dule d fo r mid-20 15. • A new Sup erv isory Co ntrol and D a ta Ac quis ition (SCAD A) co mpute r sys tem w hi c h ass ists the op era tion s s taff in op erati on o f the wa te r and sanitary sewer system s is c urrentl y be in g designe d. O nce the de s ign is c o mpl eted, th e impl em entation o f the system w ill take place. Inco rp o rated in the desig n is th e a bility to c re ate be tte r r ep orts and data co llec ti o n and th e ability to monitor th ese syste ms . Thi s proj ec t is expec te d to take approximate ly nin e months to one year to comple te . This proj ec t will enh ance th e City's a bility to ope ra te it s water and sanita ry sewer syste ms and improve the sanitary sewe r overfl ows. Baytown has been recognize d b y sever a l o rga ni zatio ns and agen c ies by being the recipie nt of the fo ll owing awards : • • • Government Fin ance (GFO A) Di s tingui shed Award fo r Fiscal Year receive th e award . Offi cers Budget 20 12-1 3 , Assoc ia ti on Presenta ti o n 2 151 year to GFOA Certifi cate of Ac hi eveme nt fo r Excell e nce in F inanc ia l Re po rtin g fo r th e a nnu a l audit report and th e P AFR, the P opular Annua l F inanc ial Repo rt. Texas Co mptro ll e r Gold Leade rs hip C ircl e - Fo urth Yea r A ward. Harri s/Galveston Area Coun c il 20 14 Pa rks and Natura l Areas Awa rd O n th e G ro und Proj ect unde r $500K -E nunitt Hutto Parkway Harri s/Galveston Area Co un c il 20 14 Planning - Spec ia l Recogniti on -S trateg ic Master Pl an fo r Pi r ates Bay W a terpark. T exas Recreati o n a nd Par k Soc ie ty East Regio n 20 13 Lo ne Star P rog ra mm ing -"Wetl an ds Wagon O utreach Progra m." T exas R ec reati o n an d Par k Society East Regio n Inn ovations in Park a nd Fa c il ity D esign Award - Emmitt Hutto Par kway. T exas Rec reati o n and Pa r k Society Eas t Reg io n Ad vocate of the Y ear -Fri e nds of the Baytown Nature Cente r. Texas R ec reation and P a rk Soc ie ty East Regio n P a rt Time Employee of the Year -Leon S mi th T exas Rec re ation a nd P ark Society Lo ne Star R ec re at io n Prog ranuning Ac hi eveme nt Award C lass III "W e tl a nds Wagon O utreac h Pro gram ." T exas Recreatio n a nd Pa rk Society O ut stand ing Service in C onservatio n Awa rd -F r ie nd s of the B aytown Nature Cen ter. T exas R ecr eati o n and P a rk Society Don Whitwo rth F e ll ow Award -Scott J o lm so n The C ity of B aytown H ealth D epartme nt received the Award fo r S usta ined Excell e nce in the Governo r 's Communi ty Achieve me nt Award co mpe tition he ld b y K eep T exas Beaut iful. C ity o f B aytown He alth Departme nt achi eved G o ld S tar Award statu s fo r being a K ee p Texas Beautiful A ffiliate w hi c h goes far above th e re quiremen ts fo r G ood S tand ing . The Bayto wn Sun received the Fi rst Place Awa rd in the Daily Print Me di a c ategory fo r its coverage o f the Cit y of Ba yto wn 's efforts to K eep B ay town Bea utiful. The C ity of Ba yto w n and its c it ize ns s ha re a visio n of wha t thi s communi ty can be. Baytown 's C it y Counc il is d edi cate d to improvi ng o ur r esid e nts' q ua lity of li fe a nd inc reasing opportun ity fo r o ur c it izens a nd bus in ess community. Industry's Effect on the City's E conomy T he C ity has c re ate d, w ithin its extra terri to ri a l j uri sdic ti o n, three indu s trial di s t ricts a nd has ente red into contracts w it h indus tries locate d w ith in those dis tri c ts . T hese contrac ts s pecify paym en ts to be mad e to th e C ity in li eu of ad valo re m taxes in exchange for th e Cit y no t annexing specific properties during th e seven-year terms of the co n tracts. T he C ity of Baytown c u rre ntl y has 4 9 ac ti ve Indus tria l Distri c t Agreeme nts (IDAs), w hic h p lay a signifi cant ro le in th e C ity's econo m y. Eve ry seven years the C ity Counc il approves a new indus tri a l di strict po li cy and fo m1 of ag ree m ent tha t becomes the mo d el as exis ting agreeme nts expire o r new agreeme nts ar e executed. T he proposed ID A po li cy is s imilar to the forme r 2002 po licy. T he key rev1s 1o ns a re: 1-7 • The indus trial di s tric t payme nt rate wi ll increase from 6 1% to 64% over th e seven yea r li fe of th e agreement ; • An additional I % yearl y p ublic com munity improvement rate has been added to th e industri a l di str ict payment rate and wi ll be avai lable for re bate to the company fo r approved beaut ifica ti o n proj ects; • I f moni es fro m the publi c community improve ment rate ar e not utili zed for a bea utificatio n project by the in d us try, the fund s w ill be available for u se by the C it y o n p ub li c bea utifi cati o n projects; a nd • T he "base va lu e" concept will continue wit h th e valu e set at the hi g he r va lu e of Jan ua r y I, 2002 , January I , 2009 as s pecified/a nd or used in a previous Industr ia l Distric t Ag reeme nt between the Property Owner and the C it y, o r th e most recent certified va lue as of the date o n w h ich a contract is execute d. This base va lu e re mains cons tant throughout the seven-yea r te rm s , wh ich a ll ows fo r predi cab le revenu e for the C it y a nd a lso e ncoura ges economi c develo pme nt. New, fir st tim e IDAs inc lud e an added va lu e clause th at captu res property va lue in excess of th e base va lu e in yea rs fi ve, six, a nd seven of the ag reeme nt by including a prorated a mo unt o f the "adde d" va lu e as part of the overall va lu e used to de te rmine the total indu s trial distric t pa y me nt. T hi s prora ti on occurs at ra tes of 2 1%, 42% a nd 64% respecti ve ly. The added va lu e c lau se appli es o nl y to new, firs t time contrac ts a nd does not extend beyond each con t ract 's initi a l term. T he ex ist in g contracts that have not come u p for renewal compute the payments based upo n 50-60% of the fa ir marke t value of the indu stry wi thin the Ci t y limits a nd its indus tri a l di s tri c ts t imes the c urrent tax ra te. The contr ac t has a base yea r of 2002 or the latest ce rt ified valu e whichever is g reate r. Any fut ure va lu e inc reases over that base yea r valu e a re excluded from th e payme nt calc ul at io n. In additi o n, an y valu e dec reases a re not conside re d m the payme nt ca lc ul a ti o n . The C it y's stro ng indus tria l tax base t.'-:·K:J~q~,:¥:~ provides th e fo undat ion for s table eco no mi c cond itio ns necessary for maintaining a hea lth y, vib rant econo my. The cornersto nes of Baytown 's industrial development are three wo rld-recogni zed e ntities cons 1s tmg o f ExxonMobil , C hevro n Phillips, and Bayer . T he ExxonMobil Baytown Co mpl ex is one of th e largest in tegra ted and most teclmolog icall y adva nced petroc hemi cal complexes in the wo rl d. Fou nd ed in 1-8 19 19, ExxonMobil's Baytown, Texas compl ex is locate d on approximately 3 ,400 acres a long the Ho us ton Ship C hanne l. The Baytown complex is comprised of three manufacturing si tes (a refinery, a c he mi cal plant and an o lefins p lant), the chemical compan y's T echnology and Engi neering Comp lex and a regional downstream engineering office. The Baytown complex is s taffed by approx imate ly 3 ,340 ExxonMobil e mployees and I ,349 co ntract pe rsonne l, who m anage the bus in esses a nd operate a nd m a intai n the m anufacturing fa c ilities o n a 24- ho ur, yea r-ro und bas is. The Baytown Re fin ery is o ne of th e lar gest refi neries in the U ni ted States, w ith a c rude oi l capacity of 563 ,000 barre ls per day. The Baytown Chemica l Plan t produces mo re tha n 7.2 bi lli o n pounds of p e troche mical products each yea r thro ugh it s three ExxonMobil Chemical manufacturing groups. These are used in everyday products such as pol yeste r fab r ic and plastic bottles, packaging and appli ance parts. The Baytown O lefi ns Plant {BOP) produces 6 bill ion pounds of the world's mo s t widel y u sed primary petrochemicals --ethyle ne , propyle ne a nd b utadie ne --a nd is feedstock fl exible. The Baytown Technology and Engineering Complex p rovides wo rld wide research and development suppo rt to ExxonMo bil C he mical's e leven g lo ba l business gro ups, and ho uses C hemical's g lo ba l manufacturing a nd e ngineering o rgani zati o ns . Over I ,3 00 ExxonMobil e mployees volunteer in Baytown annually. T he ir contri buti ons, a long w ith a nnu itan ts a nd the ExxonMobil Founda tion, total ove r $1.3 million to U ni ted Way agencie s in Baytown. In the Baytown ar ea, over $1 million was contributed in community re la ti o ns programs, w hi c h foc us on education, environment and health. This contr ibutio n a lso in c lu des $62,500 for the Mayor and ExxonMobil Green Team S umme r Work Program . ExxonMob il has fil ed permit app li cat io ns to progress p lans for a world-c lass petroc he mical expansion in the U .S. G ulf Coast. The multi-bill io n dollar proj ec t would includ e a new e tha ne c racker a nd premium produ ct fac iliti es a t Ex xonMobil 's integrated Baytown complex in T exas to cap italize o n abundant s upp li es of American natural gas. Required governme nta l reviews and approvals a re expected to take about a year. ExxonMobil will make a fina l investme nt decision fo llowing comple ti o n of these reviews a nd approvals. The p ermits we re fi led wi th the U.S. Environmental Protecti on Agency and the Texas Commission on Environmental Quality in anticipation of a 20 16 start-up of the new faci lit ies. Anoth er indus trial corporate c it izen's presence m Ba y town, the Bayer Baytown Ind us tri a l Park, is d is ting ui s hed b y s tead y expans io n. S trategicall y positio ne d a lo ng Cedar Bayo u for barge access, the Bayto wn pl a nt is located on I ,688 ac res, o f whi ch 35% is deve lo ped and empl oys a pprox ima te ly 2,00 0 peo ple, in cl uding perma ne nt contra ctors. Since 197 1, whe n th e first po lyure thane unit s tarted up , the s it e ha s g rown m ore th a n te n-fo ld. O ver th e las t te n ye ars, Baye r Corp ora ti on has investe d over $1.3 billion, by fa r th e s in g le larges t capita l investme nt within Bayer wo rldwide. Today, Baytown is th e largest o f Bayer's U.S. c he mi cals o pera ti o ns , ho me to three acti ve bu s iness gro ups -B aye r Po lym e rs , Baye r Chemicals and Bayer Co rp o ra te and Business Services. Chevro n Phillips C he mi cal Company LLC (Chevro n Phillips C he mical), w ith its a ffili ates, is o ne of the world 's to p producers o f ole fin s and po lyo le fins and a lea ding s uppli e r o f a ro ma ti cs, a lpha o le fins, styre ni cs, spec ia lt y c he micals, pip ing and pro pri e ta ry plas ti cs. The co mp any has tota l asse ts of a lmost $7 billion and is owned e quall y by C hevro n Corp ora tion and ConocoPhillips. L ocate d in Baytown, Chevron Phi llips Che mic a l 's Cedar Bayou C hemic a l Plant is th e largest o f th e compa ny's d o mesti c manufacturing fac iliti es with app rox im ate ly 592 e mployees and approxim ately 350 contract e mpl oyees. T he Ced ar Bayou Plant cons is ts o f a pprox ima te ly I ,200 acres, a nd is an integra ted o le fin s c he mi cal compl ex th a t (I) manufac tures e th y lene a nd pro py le ne fro m light hydrocarbons, natura l gas liquids a nd re finery fee dstoc ks; a nd (2) up grad es its e th yle ne produc t into a lph a o le fin s a nd po lye th yle ne resins. Chevron P hillip s Che mi cal is c urre ntl y build ing the world 's larges t o n-pu rpose 1-hexene pl ant capable of p roduc ing u p to 250,000 me tri c tons (55 1 ,000,000 lbs.) pe r yea r a t it s Ced a r B ayou C he mi cal Complex. 1-hexe ne is a c riti ca l compo ne nt use d in th e manufac ture o f po lyeth y le ne, a pl as ti c resin commo nl y conve rt e d into film , pipe, de te rgent b ottl es, and food and beverage containers. The company has executed agreeme nts with S & B Eng ineers and Cons tructors, Ltd ., to engin eer a nd build th e plant utili z ing Chevron Phillips Che mi cal 's pro prie tary, 2nd generati o n, on-purpose 1-he x e ne techno logy, w hi ch produc es co mo no me r g rade 1-hexene from e thy lene with excepti o nal produ c t purity. "Approval o f thi s 1- hexene proj ec t r e presents a s ig nifi cant milestone for o ur bu s in ess and it s uppo rt s o ur growth stra tegy as a lead e r in th e produc ti on o f no rma l a lpha o le fin s," said Mitc h Eic he lb e rger, gener al manager of norma l a lph a ole fin s an d po lya lphao le fins fo r Chevr o n Phillips Che mical. "Cons tru cting this proj ect is a n imp ortant s tep to ensure we mee t the g ro w in g de mand o f our globa l c ustome r ba se." The new 1-hexene unit at th e Cedar Bayou fac ilit y will e nj oy s ig nificant advantages in infras tru c tu re , fee dstock avail a bil ity, a nd ope ra tio na l expertise. Cedar C ross ing Bu s iness Park, locate d in the ex traterrit ori a l juris dic ti o n o f Baytown in C hambe rs County, has in fras truc ture designed to address th e re quire me nts fo r a wide ra nge of commerc ial and indu s tri a l uses. It p rovid es two a d vantages c ritical to manufac turin g and dis tribution : it is c lose to hundreds of ex is ting ma nufac ture rs , di s tributo rs and potential c ustome rs a nd is re lati ve ly isola te d fro m pote ntial co nfl ictin g la nd uses. The T exas De pa rtm e nt of Econo mi c Develo pme nt has ide ntifi ed Ced ar C rossing as the prime indu s tri a l s it e in th e T exas G ulf Coast region. As a planned industrial pa rk, its primary uses a re indus tri a l, ma nufacturing ware ho using and di stribution . Am eniti es in c lud e wate r, rail and hi g hway tra ns porta ti o n, o n-s ite feeds tock pip e line and abund a nt s urface wa te r for process o per ati o ns. T op- ti er companies in c lud ing H o me De po t, W ai-Mart, Seapac and U S Filte rs have positi oned the mselves with in Cedar C rossing. Wai-Mart m a int a in s a s trong presence in th e community's economy, with one o f the larges t Sup er Wa i-Mart stores in T exas (one-quarter o f a million squ ar e fe et in sa les a rea), and a 2 milli on squ ar e-foot di stributi on cent er o n a 296-acre s it e w hic h employs over 300 p eopl e, locate d in th e Cedar Crossing Bu s in ess Pa rk. C ity Outlook On May 22, 2007 C it y Coun c il adopte d the Bayto w n 2025 Comprehe ns ive Pl an . This Compre he ns ive Plan is an o ffi c ia l public docume nt tha t acts as a gene ra l guid e for how the C ity s ho uld g row and ope ra te over th e next 20 yea r s. The Compre he ns ive Pla n plays m any imp ortant roles in s haping th e futur e of the community by the following: • • • • Servin g as a gene ra l "blue print" for future develo pme nt (and redeve lo pment) in and around Baytown with a n e mphas is o n improving th e community's desirab ility as a pl ace to li ve, work, p lay and s ho p ; Doc ume ntin g th e c harac te r o f the community, as we ll as a ntic ip ated issues, tre nd s, o pportunities, and c ha ll e nges facin g th e C ity; Providing a comm on vis io n s upporte d b y a series of goals a nd o bj ecti ves for the next 20 years; De fining poli cies to g uide da il y decis ion-making regarding Baytown 's physical a nd economic growth ; and 1-9 • Establishing a core set of strategies for aggressive implementation that emphasizes action and results. Further, the Comprehensive plan gives guidance to the content of the Unified Land Development Code - zoning chapter which became effective April 15, 20 13 along with all25,000 parcels in the city being rezoned to the new code. The Code provides clear regulations that will assist master plan developers in coming to Baytown and will assist neighbors in using the code to address uses of their personal property. 1-10 INTRODUCTION CITY OF BAYTOWN FINANCIAL POLICIES BUDGET ADMINISTRATION AND DEVELOPMENT The City of Baytown, Texas financial policies set forth the basic framework for the fiscal management of the City. These policies were developed within the guidelines established by the applicable provisions of the Texas Local Government Code and the Charter of the City of Baytown, Texas. They are intended to assist the City Council, management and staff in evaluating current activities and proposals for future programs. The policies are to be reviewed on an annual basis and modified to accommodate changes in circumstances or condition. 401 BUDGET PERIOD 401.1 Establishment of Fiscal Year. The fiscal year of the city government shall begin on the first day of October and shall end on the last day of September of each calendar year. Such fiscal year shall also constitute the budget and accounting year. As used in this charter the term "budget year" shall mean the fiscal year for which any particular budget is adopted and in which it is administered. (City of Baytown Charter, Article V, Section 40) 40 1.2 Appropriation lapse at end of year. All appropriations shall lapse at the end of the budget year to the extent that they shall not have been expended or lawfully encumbered. (City of Baytown Charter, Article VII, Section 70) 402 BUDGET PROCESS 402.1 Determining Priorities. The budget shall provide a complete financial plan for the fiscal year, and the budget shall be prepared on the basis of policy priorities. 402.2 Budget Prepared from Departmental Request. The City of Baytown departments shall prepare budgetary decision packages in a manner directed by the City Manager. Department directors shall indicate funding priorities. 402.3 Deadline for Budget Submission. The city manager, at least sixty days prior to the beginning of each budget year, shall submit to the council a proposed budget and an explanatory budget message in the form and with the contents provided by sections 50 and 52. For such purpose, at such date as he shall determine, he, or an officer designated by him shall obtain from the head of each office, department or agency estimates of revenue and expenditure of that office, department, or agency detailed by organization units and character and object of expenditure, and such other supporting data as he may request. In preparing the budget, the city manager shall review the estimates, shall hold hearings thereon and may revise the estimates, as he may deem advisable. (City of Baytown Charter, Article V, Section 41) 402.4 Public Hearing on Budget Submission. At the meeting of the council at which the budget and budget messages are submitted, the council shall determine the place and time of the public hearing on the budget, and shall cause to be published a notice of the place and time, not less than seven days after date of publication, at which the council will hold a public hearing. (City of Baytown Charter, Article V, Section 43) 402.5 Truth in Taxation. Budget development procedures will be in conformance with the State law outlined in the Truth in Taxation process. In the event of a tax increase, notices will be given and public hearings will be held in conformance to this State law. 403 BUDGET ADMINISTRATION I 403.1 Balanced Budget Required. The City of Baytown will develop balanced budgets in which current resources (current revenues plus fund balance) will equal or exceed current expenditures. The City will avoid budgetary procedures that balance the budget at the expense of meeting future year's expenses, such as: postponing expenditures, accruing future year's revenues, or rolling over short-term debt. The budget will provide for adequate maintenance and replacement of capital plant and equipment. 403 .2 Funding of Current Expenditures with Current Revenues. The budget will assure that current expenditures are funded with current revenues. Current operating expenses will not be capitalized or funded through the use of long- term debt. 403.3 Use of Non-Recurring Resources. The City Of Baytown will use non-recurring resources to fund non-recurring expenditures. 403.4 Performance Measures and Productivitv Indicators. An annual budget where possible will utilize performance measures and productivity indicators. 1-11 CITY OF BAYTOWN FINANCIAL POLICIES BUDGET ADMINISTRATION AND DEVELOPMENT 403.5 Department Budget Reporting. Regular reporting on budgetary status will be provided. 1404 REVENUE POLICIES I 404.1 Revenue Goal. The City will try to maintain a diversified and stable revenue system to protect itself from short run fluctuations in any individual revenue source. 404.2 Development of Revenue Projection. The City will estimate its annual revenues using an objective analytical process. 404.3 User Charges and Fees Reguired. User charges and fees will be established at levels related to cost of providing the services. The City will periodically revise user fees when necessary to adjust for inflation, program changes and policy changes. 404.4 For Enterprise Funds, the City shall establish user fees and charges that fully support the total direct and indirect cost of the activity. Indirect costs include the cost of administration borne by other operating funds. 404.5 For programs within the General Fund, the City shall establish and maintain fees for whose cost activities are to be supported by the user. For each supported activity, the City shall establish the level of support necessary. The fees shall be reviewed and adjusted when necessary to maintain the proper level. 404.6 Tax Collection. The City will follow an aggressive policy of collecting property tax revenues. 404.7 Tax Assessment. The City will monitor the appraisal procedures of the Harris & Chambers County Tax Appraisal Districts and provide necessary input to assure that sound appraisal procedures are maintained. Property will be assessed at I 00% of full market value. 1405 BUDGET AMENDMENT AND MODIFICATION 405.1 Adoption of Budget. The budget shall be adopted by the favorable votes of at least a majority of all members ofthe council. The budget shall be finally adopted not later than the twenty-seventh day of the last month of the fiscal year. Should the 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 by the Council. (City of Baytown Charter, Article V, Sections 45and 46) 405.2 Budget. a Public Record. The budget and budget message and all supporting schedules shall be a public record in the office of the City Clerk open to public inspection by anyone. The City Manager shall cause sufficient copies of the budget and budget message to be prepared for distribution to interested persons. (City of Baytown Charter, Article V, Section 42) 405.3 Transfer of Appropriations. At the request of the city manager, the council may by resolution transfer any unencumbered appropriation balance or portion thereof from one office, department or agency to another. (City of Baytown Charter, Article VII, Section 68) 405.4 Amending the Budget. In case of grave public necessity, emergency expenditures to meet unusual and unforeseen condition, which could not by diligent thought and attention have been included in the original budget, may be authorized by the Council as an amendment to the original budget. In every case where such amendment is made, a copy of the ordinance adopting the amendment shall be filed with the City Clerk, published in the next issue of the official newspaper of the City, and attached to the budget originally adopted. 405.5 Authoritv to Reduce Appropriations. The City Manager may at any time reduce appropriations for a department, office or agency. 1406 RESERVE LEVELS 406.1 Undesignated Reserve Level Fund Balance. In order to maintain fiscal stability, the City maintains an unreserved fund balance to meet unforeseen emergencies that may arise. Appropriate levels of unreserved fund balances vary from entity to entity based on the relative impact of particular circumstances or financial conditions. The City of Baytown's goal for unreserved fund balance considers factors such as bond ratings, threat of severe tropical weather due to our proximity to the Gulf Coast, our location adjacent to the petro-chemical complexes, unforeseen emergencies, and advice from the City's financial advisor for fiscal planning. Potential fluctuations in revenue, and cash flow considerations between the start of the fiscal year (October I) and the receipt of property tax revenues in December/January also require adequate reserves. Per Council's adopted policy, the City's targeted goal for unreserved fund balance is the equivalent of 60 to 90 days operating expenditures. 1-12 CITY OF BAYTOWN FINANCIAL POLICIES BUDGET ADMINISTRATION AND DEVELOPMENT 407 DEBT POLICY 407.1 Debt Policy. The objectives of the debt management policy is to maintain the City's ability to incur present and future debt at minimal interest rates in amounts needed for infrastructure and economic development of the City without endangering the City's ability to finance essential City services. Debt financing may include, but is not limited to, general obligation bonds, revenue bonds, certificate of obligation and lease/purchase agreements. The underlying asset that is being financed should have a longer life than the maturity schedule of the debt issued for the fmancing of the asset. Since issuing debt costs more to the entity than purchasing assets outright, the use of financing will be carefully evaluated to ensure the benefits, tangible and/or intangible, derived from financing exceed the related financing costs. 407.2 Debt Limits. The City operates under a Home Rule Charter that limits the maximum tax rate, for all City Purposes, to $2.50 per $100 assessed valuation. Article XI, Section 5, of the Texas Constitution, provides for an overall limitation for Home Rule Cities of $2.50 per $100 assessed valuation. (See Statistical Section Tab for Computation of Legal Debt Margin.) 408 CAPITAL POLICY 408.1 Capitalization of an Item. An item is capitalized when it is recorded as a fixed asset and the acquisition cost is charged to a capital asset account. 408.2 Capital Assets. This classification of an asset includes property, plant, equipment and infrastructure. Capital assets are defined as assets with an initial cost of more than $5,000 and useful life of more than one year. 408.3 Capitalization Policy. Any asset with an acquisition cost of$5,000 or more and a useful life of more than one year is to be capitalized. Acquisition cost includes the purchase price, transportation costs and installation. Any asset with an acquisition cost of less than $5,000 or a useful life of less than one year is not to be capitalized. Its acquisition cost should be charged to an operating expense. Capital Projects are capitalized if it is new construction or if it extends the useful life of an existing fixed asset. 1409 CAPITAL IMPROVEMENT POLICY 409.1 Capital Project or "Project". As used in this charter, "capital project" or "project" means: (a) any physical public betterment or improvement and any preliminary studies and surveys relative thereto; (b) the acquisition of property of a permanent nature; (c) the purchase of equipment for any public betterment or improvement when first erected or acquired. (City of Baytown Charter, Article VI, Section 56) 409.2 Power to Incur Indebtedness by Issuing Bonds. Notes. Certificates of Obligation. and Commercial Paper. The City may incur indebtedness by issuing its negotiable bonds, revenue bonds, notes, certificates of obligation and other commercial paper in accordance with state low to finance any capital project which it may lawfully construct or acquire, or for any legitimate public purpose. (City of Baytown Charter, Article VI, Section 57) 409.3 Bond Ordinance: Vote Required. The City shall authorize the issuance of bonds by a "Bond Ordinance" passed by the affirmative votes of the majority of all members of its council. Revenue bonds may be issued by the council under the authority of Vernon's Ann. Civ. St. arts. 1111-1118, as amended, and all other applicable provisions of law. The issuance of tax bonds must be approved by a majority of the qualified voters who are property tax payers voting at an election called for that purpose. (City of Baytown Charter, Article VI, Section 58) 1-13 BAYTOWN 1-14 MAJOR BUDGET ISSUES F iscal Year 2014-15 The purpose of thi s sec ti o n is to provide bas ic reve nue and expenditure in formatio n fo r a ll budge te d fund s an d s ta ff's recomm endation for funding th e 2014-15 budget. GENERAL FUND REVENUES Genera l Fund revenu e is comprised of ta xes, lic ense and pe nnit fees, inte rgovenune ntal reve nu es, c harges for ser vices, mi sce llan eo us reve nu es and transfe rs-in from o the r funds. T he General Fund budgete d revenu es are $70 ,948 ,6 14 which is an increase of $4,779,696 o r 7 .2% mo re than th e 2013-14 budge t. The budge te d increase is primarily attribute d to in creases in Indus trial Di s tri c t T axes ($1 ,623 ,206), Prope rt y Ta xes {$1,12 0,767), and Sales & Use Taxes ($685,824 ). The reve nue decreases are in lnte rgovenunenta l ($19 8 ,300) and Fin es & F o rfe itures ($2 , 189). Genera l Fund Revenues by So urces f"uc.a.lYu.n fl"101) 1: I I I fl"201J I I I I • I I I I I • t I I I L:.:a I I FY201J FY~Oil FY20ll S-11 0 110 IJO IJO I SO S60 170 ISO ~IIIU ou P r operty Tax •S.llu.Xl-•• T~H •fnndw.Tu •P:.}-mfflllnl&f'J of Tut1 •I~uriJ.l DnttiCI L ~.eeruu& l'onmll •lnl*f"ttn"~l o1 •Ct~u f oc s"""'" fant1& forl'neru •~lu~tllmtOU• Ad va lo re m taxes represent 17% o f total revenue for the Gene ral Fund. The impleme nt a ti o n of th e 2007 General Obli gati o n (GO) Bond P rogra m approved by voters in November 2007 require d the firs t increase in ad va lo re m property tax rates s in ce 1992. The property tax rate in crease in 2008-09 of $0.05 and in 2013-14 of $0.035 rai s ed the C ity's total ta x ra te to $0.78703 a nd $0.82203 res pec ti ve ly per $100 o f property valu e . That increase was o nl y a ll ocated to the Ge ne ral Deb t Service Fund for d e bt payme nt s; there fo re , large property tax reve nue increases were no t realize d in th e Genera l Fund. The budge t does no t include a tax ra te in c rease. The 20 14 ta x yea r (taxes used to fin ance th e 2014-15 budge t) esti ma ted taxab le assessed valu a ti o n is $2,773 ,735,280 whic h is a 7% in c rease in prope rt y valu es of $182 ,212,04 8 as comp are d to the 2013 ta x year. A ltho ug h th e certifie d roll s are required to be presented to th e tax in g e ntities by Jul y 25111 o r as soo n th ereafte r as prac ti cable, hi sto ri call y th ey have no t been received until A ug us t, Septembe r o r even a s late as Octobe r. T hese b udget p rojectio ns a re based o n certifie d estimates of va lues as required by Texas Tax Cod e Sec. 26.0 I (c). S ince thi s es tim ate of val ue is pre liminary th e re may be differences betwee n the certifi ed tax roll and the pre li minary estima ted tax levy that could impac t projecte d revenu e in the budget. T otal collections are estimated a t $2 1,0 20,835 based o n the preliminary property values, the tax rate of $0.82203 pe r $100 valuati o n and a 96% collection ra te. The levy alloc ates $1 I ,39 5 ,332 for Maintenance & Opera ti o ns (M&O) of th e General Fund a nd $9 ,625,503 fo r debt service. Industria l D istrict Paym e n ts Indu strial di stric t payments are the la rges t so urce o f revenu e fo r the Genera l Fund. T he 20 14-1 5 budget includes revenues of $30,947,4 83from Indus trial Di s trict Ag reements (IDAs). IDA revenues compri se 44% o f total Gene ra l Fund revenu es. The City has e ntered in to contracts w ith indu s tri es located wi th in its extraterri to ri a l jurisdi c ti o n . The contracts s pecify payments to be made to the C ity in lie u o f ad valo rem taxes in exchange for limited immuni ty fro m arm exati o n of specific pro pe rti es during th e s even-year ten11S of the contrac ts . The City of Baytown curre ntl y has 4 9 active Industria l District Agreements. Key prov isions o f the new ID A poli cy include a s tagge re d rate in crease fr o m 61% to 64% over the seven year life of th e agreement and an additi ona l I % yearly public conununity i mprovemen t rate will be added to the industrial di s tri ct payment ra te and w ill be avai la ble for re bate to th e co mpany for a pproved beautific atio n projects. P ayment s a re ca lculate d us in g the "base va lu e" co nc ept with th e value set at the hi g he r valu e o f J anuary I , 2002 , January I, 2009 , as specifi ed/and or used in a previous Indus trial Distri c t Ag reement betwee n the P roperty Owner a nd the C ity , or th e most recent ce rtified value a s of the date o n wh ich a contract is executed . The ex is tin g cont rac ts that have not come up for renewal comput e the payme nts based upon fifty to s ixty p erce nt (50%-60%) o f the fair market va lue of th e industry wit hin the indu s trial di s tri ct t imes the curre nt tax rate. The contract has a base year o f 2002 o r th e la test certified va lue , whichever is g rea te r. New, first time IDAs inc lude an added valu e cl a use that captures property value in excess of th e base valu e in yea rs five , s ix and se ven of the agreeme nt b y including a pro rated a mo unt of the "added" va lu e as p art of the overall va lu e used to de termine th e total indus trial distri ct paymen t. This proratio n occurs a t ra tes o f 2 1%, 4 2% and 3-1 MAJOR BUDGET ISSUES F iscal Year 2014-15 64% respecti ve ly. The added va lue clause a ppli es to new, first time contracts and does not ex te nd beyond each contrac t 's initial tern1. Sales & Use Taxes Sales and use taxes provide 18% of total revenues and is the second largest revenue so urce to the General Fund. Of the total sale s tax rat e in Baytown of 8.25%, the State of Texas retains 6.25% and 2% is remitted to the C it y. The C ity a ll ocate s that 2% as follows: th e General Fund rece ives o ne-half of the 2% or I %, th e Municipa l Development Dis trict (MOD) rece ives o ne-fourth of the 2% or 0.5%, the S tree t Maintenance Fund (SMF) receives one-eighth of the 2% or 0.25%, and the Baytown C rime Control and Preventi on District (CCPD) and the Baytown Fire Contro l, Prevention and Emergency Medical Services D is tri c t (FCPEMSD) both receive one-sixteenth of th e 2% or 0.125% each. Because of the steadil y impro v in g local economy, the 20 14-15 budget projection re fl ects an increase in sales tax revenue o f 5.8% over c urrent year budgeted amounts. Franchise Tax Franchise Taxes are proj ected at $3,640,907 , a decrease of $68,093 compared to the 20 13-14 budget. Electri c Uti lity fran chi se taxes comprise 64% of budgeted franc hi se tax revenues, down s li ghtl y from the c urrent year. Telephone franchise tax revenues ha ve decreased steadily from the budgeted amo unts in p ri or years due to th e in cr eased usage of cell phones in stead of land lines. Natural Gas franchise tax revenues, down in recent years due to lower natural gas prices, appear to have stabilize d. Ca bl e TV franchise taxes are proj ected to in crease 0.8 % ($5 ,000) from the c urrent year. Licenses & Permits The budget inc ludes Li censes & Pe rn1it s revenue of $1,337 ,150 which is $5 1,025 (4 .0%) greater than th e 20 13-14 budget for th is category. The in crease is attributed to expanded bui lding and deve lopment ac ti vity driving the assoc iated pennits revenue. Licenses and permits constitut e 2% of to ta l General Fund r evenu e . Intergovernmental Revenues Inte rgovernmental revenu es of $663 ,688 are es timated to decrease $198,780 fTO m th e 20 13-14 budget, due primarily to e lim in atio n of the Bright Star program wit h Goose Creek Consolidated Ind epend ent School Distric t a n d a re duc tion of FEMA el igible re imbursement s from th e Departm e nt of Hom eland Security (SAFER & 3-2 EMPG grants). Intergovernmental revenues represent I% of total General Fund revenue. Charges for Services Charg es for Services are pr ojected at $1 ,843 ,000 w hich is $188,450 mo re than the 20 13 -14 budget. C harg es for Services are primarily revenues received from ambulance service. This category comprises 3% of total Genera l Fund revenu e . Fines and Forfeitures Fines and forfeitures of $2, 196,500 are compri sed of revenues from the traffi c safety e nforcement acttv1t1es through the Municipal Court of $1,900,000 and Motor Carrier Vio lations of $255 ,000 with $4 1,500 derived from Library fines. This revenue source represents 3% of General Fund revenues. Miscellaneous Miscellaneous revenue consists primari ly of interes t earnings. Funds budgeted for 20 14-15 are estimated to in crease $456,175 , primarily fro m interest earnings and non-parks facility rental revenue. While the C ity's investment returns have improved over the p ri or year due to di versifica tion, th e low investment rate environment persists. Operating Transfers In Operating transfers in are increasing $760,554 from the 20 13-14 budget and represent 6 % of Genera l Fund revenues . The increase is primarily due to increas ed transfers to the General Fund from the Water and Sewer Fund, T I RZ, Solid Waste Fund and B A WA th a t reimburse the General Fund for ad mini s tra ti ve costs. The Stonn Water Fund transfer, w hi ch has no t increased from the c u rrent budget, is used to rei mburs e the Ge neral Fund for the portion of eligib le ex penditures for activ iti es req u ired b y the C ity's Feder al s torm wate r pennit. Genera l Fund Revenues $70 $60 $50 $40 $30 $20 $10 $- 2 0 11 2 0 12 2 013 2014 2015 F iscal Yea1·s M AJOR BUDG ET IS SUES F iscal Year 2014-15 EXPENDITURES The purpose of th is sect ion is to give a general desc ript ion o f the maj o r fu n c ti o n a l areas in the General Fund and d escri be th e c ha nges within th e m. Inc luded in these expenditures a re any new/exp a nded programs , co ntinuing prog rams a nd capita l purchases. The General Fund accounts for a ll munic ipal ac tt v ttl es except fo r those required to be acco unte d for in a no ther fund . P oli ce, Fire, Emergency Medical Services, Health , Public Works, Parks, Library , etc. are fund ed wi thin the Ge ne ral Fund. Tota l ex penditures for th e 20 14-15 budget are $75 ,648 ,897, an in c rease of $3,978 ,699 (5.6%) over th e current yea r b udget. Incr eases in overall ex pe nditure categories in clude p e rsonne l serv ices ($4 ,063 ,928), s upplies ($534,978), maintenance ($423 ,348) a nd services ($334 ,134). There is a decrease m sundry ($1 0,212), mi scell aneous ($3,000) an d trans fe rs o ut ($689,706). Salary savi ngs o f $500 ,000 for vacant pos itions that occur during th e yea r is includ ed as a reduc ti on in the p e rsonnel cost calcul ations. G F dE d . b eneral un xpen 1tures y Function a TnrufH• 0.1 sso S70 S60 sso ' ~ SJ O ::;: S30 i DC >po w = F ... •Cul ruu & ii !!!! I!!!! F= l tu w-t 1--a Hullh& 1--1-I-1--Wtlfu e 1-1-a !'obi>< r--r--\\'odo S10 1-1-1-1-•Pub be SIO r--r--1-1-.S l ftl >' S-L,-e G.ner.ll Go\'trrmt'!'il } . ' } J 1-1-1 20 10..11 _on 12 20 ilJJ _o u ~~ _o H sca iYurs P er so nn el Ser vices The in c rease in per sonn e l services e x p e nditures in the 2014-15 budge t reflects seve ral fa ctors. Step pay increases for Police and Fire c ivil servi ce wi ll be ho nored purs ua nt to establi s he d salary pay g rade schedules ba sed o n ye ars of service, a nd the Ci ty has b udgete d average non-c ivi l service pay increases of 6%. As in past years, th e C ity and it s e mpl oyees will continue to s hare respons ibi li ty and work together to reduce healthcare costs. Last year th e C ity expanded it s welln ess clinic du e to a desire to s tre ng th en it s utili zat io n ra te. R etirees over 65 continu e to be on a Medicare supplem ent w h ich prov ides th em w ith equal o r b ett er coverage at a lower cost. The C it y no lo nger offers re tiree ins ura nce cover age fo r any empl oyee w ho s tart ed e mployme nt wi th the C ity a fter January I , 20 I 0. No pre miu m in c rease for employees o r re tirees is plann ed. Other s ig nificant per so nne l increases in c lu d e d in th e 20 14-15 budget a re s ix additiona l Patrol Officers and six additi onal Fire Fig hte rs, a uthorized in an e ffort to fortify our pub l ic safety capabi litie s. Ge neral Fund Exp enditures by Type Sll S70 S6S • S60 ~ SlS ~ sso ::;: Sll SJO m s;o 1- ..... 1-- f-1- -1110 1- !== L-1- 1111 ,.. 1- 1-- -1- 1- t- t-• .. 1-- 1-1- 1-1-- 1--1--1- ZOIO.II 10 11 ·12 10 12·1l lO t;.U 10 1Lil fi.s t alrurs INFRASTRUCTURE AND PROJECTS •Tru.tftn ()g, · CIP F •~on.R.ann-.llJ L1apt1mCmu •Sac·P~mt~~ Berra a ()pentlt'.J Tan!m 0:1 •Muc.tlbnto':l •hpp!:n DPtnCitntl !t n"tet.t CAPITAL The C ity Counc il , C itizens and Administration agree that m a intaining a nd improving the fa c ilities and infrastructure w ithin the Ci ty is v ital to it s growth a nd develo pme nt. In Novembe r 2007, the vo ters overwhe lming ly approved five initi ati ves th a t are providing improvements in the fo ll owing areas : s treet s; s idewa lks ; drainage; public safety; parks , recreati o n and beautification. A total of $69 milli on dollar s in General Obligation Bonds (GO's) ha ve been sold thro ugh the 20 13-14 budge t year for the multi-year bond program. In li g h t of continuing fa vorable int er est rat es th e C ity issued $11.3 milli o n in bonds in 20 13-14 and took adva nt age of the low inte rest ra te e nviro nn1en t to re finance $10 .3 milli o n in ex is ting bo nd s . With the planned iss uance of $10 .15 milli o n of GO bo nd s in the 20 14-15 budge t year, th e 2007 initiative wi ll be compl e te . The C ity w ill continue to monito r and assess the cash flo w of proj ects a nd as necessary adjust th e proj ect sc hedul e. Utility Capital Improvements -Another capita l improvement initi a ti ve seen a s c riti cal to the gr owth and development of th e City is th e utility infrastru cture. Current a nd acti ve projects detailed in thi s document represent over $125 millio n in 3-3 M AJOR B UDGET ISSUES F isc al Year 201 4-15 im provem ent s fr o m 2002 thro ugh 20 18. Proj ec ts in th is category inc lu de deve lopme nt a nd redeve lo pme nt of was tewater trea tment p lan ts a nd li ft stati o ns; wa te r and sewer lin e re habilit a ti on; line extensions ; new and rehabilit ati on of ex isting water towers ; a nd wa te r well rep laceme nt. T he C ity iss ued $11 millio n in Certifi cates of Obligati on (COs) in 20 13-14 to p rovide fu nding fo r th ese proj ects. Addi ti onal ongo in g projects th at w ill improve the C ity's utility in fras tmc ture include the ha rde n ing of lift s ta tio ns a nd othe r wa ter and sewer faci lities thro ug ho ut the C it y. T hese proj ects a re fu nd ed by grant s a nd a re budgeted in excess o f $17 milli on. Street Maintenance Improveme nts -Fun ded by a de d icate d sales tax whi c h was rea utho r ized fo r a second time in 20 II , the Street Ma intena nce Fund provides for a c riti ca l progra m to address th e mainte nance of ci ty s treets in sub -s ta nda rd conditi o n . Re presented in the c urrent p rogram is additi ona l fund ing fo r As ph alt Base Restore/Mill and Overl ay ($1 ,250,000); C rack Seal a nd J oi nt Repair (£400,000); Conc rete Street Repa ir ($1 ,000,000); Street Strip in g ($300,000); Texas Avenue ($250,000); and new Capita l P roject Ini tiatives ($900 ,000). Genera l Capita l Improveme nt Progra m Fund (CIPF) -T hi s fund is used to provid e for vario us small to med ium p rojec ts and is pr ima ril y fun ded with a tra ns fer fro m th e Genera l Fund. Maj or recurring program s re fl ecte d he re inc lude fu nd ing for the C IP Proj ect Ma nagement ($335,920) and Bu ildin g Demo liti on ($4 28,580). Fund ing has been captu red he re from the Fire/EMS Specia l Distri c t to provide for the lo ng tenn capital project fo r a F ire T r a ining G round s F ac ili ty ($1, 13 1 ,68 1) a nd Fire Rad io Replacement ($553 ,379). Oth er projects incl ude Goose C reek Tra il ($150,000), Ma rina Over -dredging Costs ($500,000) and Commun ity Cente r improveme nt s ($60,306). Also budgeted is $530,000 fo r New Capit a l P roject Initia ti ves th a t may be id e nti fie d during th e b udget year. ECONOMIC DEVELOPMENT Increasing the re tai l base within the Ci ty of Baytown is c m cia l to th e a bility of the City to develo p and provid e th e resources necessary to support th e developme nt. T he ad d itio n of new and the retent ion o f ex is ti ng re ta il faci li ties not o nl y enh ances th e tax base of th e City, but it a lso c reates j o bs for o ur ci ti zens whi ch in it s e lf creates a pos iti ve economic im pact. Recogn izi ng this , a Re ta il Recmitme nt and R etenti o n p rog ra m was 3-4 f\mded th oug h th e General Fund and $100,000 has been a ll ocate d in 20 14-1 5 to conti nue s u pport of this program. T he C ity ma inta in s a mutu a ll y beneficial partne rs hip wi th th e Econo m ic Developme nt Fo und a ti on (ED F) to e nhance th e City 's a bili ty to rec mit businesses tha t c reate jobs. T he ava ilab ili ty of M un ic ip a l Development Dis trict (MOD) fund s is c m c ia l to providing the resources necessary fo r thi s e ndeavor. P rogr ams fu nd ed by the MOD incl ude developme nt of new and ex pansio n of ex isting busi nesses, acqui s it io n of property for econo m ic deve lo pment a nd continu ed s u pport of the EDF operations and specia l program s. RESERVE LEVELS In orde r to ma inta in fi scal s ta bility , governme nt a l e ntiti es ma inta in a Gene ra l Fund unrestricted fu nd b a lance to meet un fo reseen e mergencies tha t may ari se. A ppro priate levels of unrestric ted fund ba lances vary fr o m e nt ity to e nt ity based on the re la ti ve impac t of part icu lar ci rc um s ta nces o r fin anc ia l conditions. T he C it y of Baytown's goal fo r unrestric ted fu nd ba lance cons id er s fac to rs suc h as bo nd ra tings, threat of severe trop ica l weat her due to o ur proxim ity to the G ulf Coast , our locati on adj acent to th e pe tro-c hemical complexes, un foresee n emergencies, and a d v ice fro m the C ity's fi nanc ia l adviso r fo r fisca l pl ann ing. Po te ntia l flu c tu a t io ns in revenue, a nd cash fl ow considera ti ons be tween the start of the fi sca l yea r (Oc tober I ) a nd th e rece ip t of pro pe rty tax revenu es in December/January a lso requ ire adequa te reserves. T he Ci ty's tar geted goal fo r unrestri c ted fu nd balance, per a d o pt ed resolution, is th e equi val e nt o f 60 to 90 days ope ra tin g expendi tures. T he General Fund ba lan ce o f $15 ,343,950 proj ecte d for the 20 14-15 budget represents 74 days o f o p e ra ting expenditures. T he 20 14 -15 budget will agai n use a porti o n of th e fun d ba lance to fund some of th e no n-recurrin g expenditures as follows: T he Governm ent a l Accounting Sta nda rd s Board (GASB) issue d Sta te me nt 45 , entitl ed Accounting and Fina ncial Reporting by Emp loyers fo r Pos temp loyment Be n efits Oth er Than Pens ions. T he s ta te me nt a d d resses how state and local governments s ho ul d accoun t fo r a nd re p ort the ir costs a nd obligati ons re la ted to p ost-empl oyment hea lth care a nd o the r no n-pens io n be ne fit s, commo nl y referred to as other pos t-employm ent MAJOR BUDGET ISSUES Fiscal Year 2014-15 benefits, o r OPEB. Baytown impl em e nted GAS B 45 in FY2009. The C it y is curre ntl y on a pay-as -you-go opti on for it s OPEB li ab ility. T o help limit th e liabi lity, the City no longer offers re tiree health in surance coverage for any employee who starts emplo ym ent w ith th e C it y after January I , 20 I 0. GENERAL DEBT SERVI CE FUND The Gene ra l Debt Service Fund accounts fo r t he payment of prin cipal a nd inte rest on genera l lo ng- te m1 li ab iliti es paid primarily by ta xes levied on pro perty wit hi n the C it y. The c urre nt debt service a ll ocatio n fo r 20 14-15 is $16,270,553, cons is ting of $8 ,556,422 in princip a l, $3,976,131 in inte re s t, $200,000 fo r debt payment s on new debt to be issued in 20 14 -1 5 , and $4 8 ,000 for fi sca l agent charges. The re fundin g b o nd proceeds and payments fro m the refina nc ing comple te d in FY20 13 a re s hown a s an additi o n and e qua ll y as a ded uctio n in th e amount of$3,4 90,000. T ax revenu es are projected to be $9,625 ,503. A trans fer o f $437 ,888 fr o m the Municipal Developme nt Dis trict covers a p o rtion of th e deb t fo r th e Pira tes Bay W a te r Park. HOTEL/MOTEL FUND T hi s fund accounts for the use of Ho te l/Mo te l Occupa ncy tax revenue generat ed by th e C it y's twenty-o ne hote ls. The Hot e l Occupa ncy Tax (HOT) is c a lculate d b y the ho teVmo te l based o n 7% of th e ir taxab le r eceip ts and re mitt ed to the City o n a quarterly bas is . These r evenu es mu st be s pent to prom o te o r enco urage to uris m a nd/or c onvent io n d elegates. Elig ib le expe ndi t ures to promo te to uri s m incl ude establishing or e nh a nc ing a conventi on cente r ; admini s trati ve cost fo r fac ilitating conve nti o n regis tra t ion; to uris m- re la ted adverti sing and promot ions; and to ur is m- ta rgeted programs th a t e nh a nce th e a rts , h istoric a l restorati on or preser va ti on program s. The di stribut io n of ho teVm o te l tax revenu e is specified by s tate law. A t least I % of th e 7% occu pancy tax annual revenue mu st be s p e nt on adverti s in g and gene ra l pro mo ti on of the c it y a nd it s VIC111lt y. T he c ity is prohibited from s p e nding mo re th an th e gre ater o f 15% o f th e ho te l occup ancy fund ba la nce or I % of th e 7% occupancy tax a nnu a l revenu e fo r d evelopment o r e nhan ceme nt o f arts prog ra ms. Expendi t ures for hi sto ri cal purposes are limited to a maximum of 50% of the a nnu a l ho te l tax revenue coll ected , if the muni c ipal ity does n o t a ll ocate a ny ho te l occupancy tax revenues fo r convention/civic center purposes. Si nce Baytown borders a n estuary o r bay w ith a po pulatio n less than 80,000 we are eligib le to utilize no t more than I 0% of th e reve nue derived from the hote l/mo te l revenue fund b alance for maintenance , improvement and o perati o n of parks and fac ili ties that serve th e purpose of a ttracting vis itors a nd to urists to th e C ity, as lo ng as fund s expended for promotiona l ac ti v ities do no t fall below the average a nnual expenditures of the prior th ree years . Any expenditure mu st be cons istent w ith one of th e categories no ted and serve to promo te tou ri s m , conventi ons and the hote l industry. REVENUES The 20 14-15 revenu e fr o m ho te l occupan cy tax o f $1 ,000,000 re presents a n inc re ase of $100,000 over the c urrent year bud get due to ri s in g occup an cy r ates. It is ant ic ipated that those occup anc y ra tes w ill contin ue to ri se w ith the projected cons truc tio n in th e Ci ty. T he b ud ge t a lso includes in teres t earnin gs of $300 for tota l revenue of $1,000,300. Hotel/Mo tel Occupancy Ta:c Revenue s Sl,200,000 .,----------------, SI ,OOO,OOO +----------1 SSOO,OOO f-._-----1 S600,000 ~00000 UOO,OOO s. -~--~~---~ .-\<:lUll 2010· .-I<:IUJ1 20 11· Bud2t t201). Estim•ttd .l.&>pltd II ll -~~ lOIJ.IJ lOil-ll Fiscal Years EXPENDITURES T ota l e xpend itu res fo r the H otel/Mote l F und are $1,364,818, a n in cr ease of $113,85 1 o r 9% as com pared to the current year budget. The maj o rity o f th is inc rease res ults from p ersonn e l services ($43 ,405) a nd services ($5 4 ,246). The C ity's Touri sm Coordinat or co ntinues to b e fu ll y funded in the 20 14 -1 5 budget year a lo ng wi th a full-time Marke ting S pecial is t added in the c urre n t year. 3-5 MAJOR B UDGET I SSUES Fiscal Year 2014-15 • • • • 3-6 Hotel/Motel Budgeted Expen d itures 101().11 2011-12 2011-13 lOIJ.IJ JOI J .IS F isca l Years I 0 .-\rts •Pranotiom •HJ~oncal D BayCcrnmW>Uts I 41 " o f Jul y Cele bration ($2 14,272) -T he celebrati on is a source of to uri s m bringing peopl e from outs id e the corrun unity to the C it y. The to ta l cost of the celebr at ion includes a fireworks displ ay, li ve entertaimn ent , sound and li ghts, securit y a nd pe rsonn e l, supplies, adverti si ng a nd oth e r. P romoti o n and Adverti s in g -The budge t inc ludes $65 ,000 fo r publi c re la ti ons activiti es, adve rtis ing and promo ti ng to uri sm fo r eve nts th a t are d esigned to brin g out-o f- town vis it o rs to Baytown. Tourism advertis ing include s th e advertiseme nt o f C it y-sponso red events such as the 3"1 a nd 4111 of Jul y Festival, G rit o Fest , N urture N ature Fest and ge neral prom oti o n of all to uris m ven ues in Baytown. Continuing for th e 20 14 - 15 budget is how th e c ity di s tributes it s HOT fundin g to outside e ntiti es. A new application process was in s titut ed fo r th e Baytown Touri sm Pa rtnership G ra nt P rogram in 20 13- 14 . Thi s program 's allocation for th e 20 14- 15 budget yea r is $125,000. O ut s id e o rganizat io ns compete for the se d o ll a rs based on the ir a bility to bring in touri sts and pro mote the Baytown conven tion and ho te l indus try. The tota l Pr omo tiona l budget is $1,176 ,541. Fund ing fo r $8,000 is co ntinued in the budget for maintenance of th e promot iona l we b page for the C ity of Ba ytown. This we bsite is dedi cated to providing in fo nna ti on to pote nti a l vis itors to promo te to uris m . Annu a l C leanup o f Bays, Wate rways & Estu ari es -The budget inc ludes funding of $92,293 fo r the mmua l c leanup of bays, wa te rw ays an d estu aries throug ho ut Baytown. The current locations for this c leanup and ma int e na nce in c lud e Bayland Marina, W C Britton Park, Goose C reek Pa rk, the Baytown Nature Cente r , Bi cen te nn ial Park and R oseland P a rk. • Summe r Concert -G rit o Fest -This allocati o n of $69,364 will fund a concert to includ e s taged e nte rtainme nt, food and beverage booth s and securit y. • N urtu re Nature Fest and Great Goose Fes t - Eve nts for $32 ,8 06 are aimed at tapping th e ceo-to uri sm ma rket and s howcasing th e Baytown Nature Ce nte r a nd the Eddie V. Gray Wetlands Rec reati o n and Education Center. AQUA TICS FUND REVENUES In June 20 I 0 , the C ity opened th e Pirates Bay Water Park, a Cari bbean the med 3 -acre wa te r park. In May 20 II the Calyp so Cove Wate r Park o pened in N. C. Foote P a rk. B o th are o perated by the Baytown Parks and Recreat ion De partment. With the expanded waterpark now operating, 20 14-1 5 reyenu es fo r Pirates Ba y and Ca lyp so Cove are projecte d to b e $3 ,233,300, up from $2,964,440 in th e c urrent budget. EXPENDITURES T he 2014-1 5 budge ted expendi tures for the Aq ua ti cs Fu nd whic h inc ludes Pirat es Bay Water Park and the Calypso Cove total $3,544,641 and includes $354,500 fo r capit a l o ut lay at the Water Pa rks . Pirates Bay Wate r Park opened fo r the season in May and staff estimates tha t attend ance w ill be 160,000 fo r the current seaso n. T he new rate s truc ture is designed to provide s ufficient net revenues to cover ammal opera ti ons and ma int e nan ce costs of $2,369,352, as we ll as continu ing th e practi ce of a ll ocating a do ll ar fr o m e ach ticket so ld to a capital re pl ace ment fund whi c h for 2014-1 5 is projected to be $178,000. T he Aquati cs Fund will tran s fe r $70,789 to the Wate r and Wastewater Interest and Sinking Fund , continu ing fund ing of debt service fo r the Pira tes Bay expans io n begun in the c urre nt year. MAJOR BUDGET ISSUES Fisca l Year 2014-15 WATER AND SEWER FUND Thi s fund accounts for the wa te r and wastewa ter utiliti es for the C ity in a mann er s imila r to private busi ness enterpri ses, where costs of providing servic es are finan ced primari ly thro ugh use r cha rges. REVENUES W ate r Volume -The 20 14-15 budget esti ma tes wa ter sales of $17 ,994 ,500 base d o n an ave rage usage of 12.5 milli on ga ll ons per day (MGD). Fluctuations in ra infa ll a mount s can significa ntl y impact actu al sales. T he C ity had a rate stu dy conduc ted in 20 I 0 whi c h calc ul a ted c ustomer rates re quired to provide fu ndin g for opera ti o ns & maintenance, capital improvements , p la nned an d existing debt servic e and adequate wo rkin g capital o f the water and sewer system in th e C it y. The new rate s tructure is designed to equitably d is tribute th e costs of service and provid e in centives for wa te r conservat ion. The planned 5.85% increase for water and sewer ra tes has bee n included in the 20 14 -15 budge t. The rate s tructure includes a "Custom er C harge" of $3.62 per account in s ide the City a nd $7.24 o ut s ide the C ity, appli ed to all cus tomer types, to recover the curre nt costs of mete r reading and mainte nance, billing , and other c us tomer service functi ons o f the syste m. The "Base Facility C ha rge" is based up o n m eter size for all Non- Resid en ti al , Irri gation, and High-Volume User accounts and p er physical dwelling unit for Sin g le -Family and Multi-Family residenti a l accounts. No monthly consumptio n allowance is in c luded in the "Base Faci lit y Charge." Sing le- Famil y Res idential a nd Irrigati on accounts are ca lcul ated usin g an inclining block, conservati on rate s tructur e. Resid e nti a l sewer has a 12 ,000- gall on cap . T he Water and Sewer Rates for the c urre nt a nd new budget year are d epic te d on the following table. 3 -7 MAJOR BUDGET ISSUES F iscal Year 2014-15 The Water and Sewer Rate Table: Service Individually Metered Single-Family Residential Inside City Wate r Monthly C us tom er C ha rge Wate r Monthly Base Facility C ha rge Water cons umpti o n rates: Up to 2,000 gallon s per unit Between 2,00 I -6,000 gall o ns per unit Between 6 ,00 I -12 ,000 gall o ns pe r unit Between 12 ,00 I -18,000 gall o ns per unit Use ove r 18,000 ga ll ons per unit Sewer Monthl y Custome r Charge Sewer Monthly Ba se Fa c ility Charge Sewer consumption rates: Up to 2,000 gall o ns per unit Between 2,00 I -12 ,000 gall ons per unit Outside City Water M o nthl y Custo me r C harge Wat e r M onthly Base Fa c ilit y Charge Water cons um ption rates: Up to 2,000 gallo ns per unit Be twee n 2,00 I -6,000 ga ll ons pe r unit Be twee n 6,00 I -12,000 ga ll ons per unit Between 12,00 I -18,000 ga ll ons per unit Use over 18,000 gall ons per unit Sewer Monthly C us tom er C ha rge Sewer Monthly Base Facility C ha rge Sewer cons umpti o n rates: Up to 2,000 ga ll ons pe r unit Between 2,00 I -12 ,000 gall o ns per unit Volume User Wa te r consumptio n rate/ I ,000 gall ons 3-8 Rates Effective l s1 Rates Effective 1st Billing Cycle in Billing Cycle in FY2014 (Oct. 2013) FY2015 (Oct. 2014) $3.42 $ 3.62 $7.11 $ 7.53 $ 2.43 $ 2.57 $ 5 .29 $ 5.60 $ 6 .34 $ 6.7 1 $ 8.26 $ 8.74 $10.73 $11.36 $ 3.42 $ 3.62 $ 7.11 $ 7 .53 $ 2 .4 6 $ 2.60 $ 5.32 $ 5.63 $ 6 .84 $ 7.24 $14.23 $15.05 $ 3.65 $ 3.86 $ 7 .93 $ 8.39 $ 9 .53 $10 .09 $12.38 $13.10 $16.10 $17.04 $ 6.84 $ 7.24 $14 .23 $15.05 $ 3.68 $ 3.9 1 $ 7.99 $ 8.45 $ 3.90 $ 4.13 MAJOR BUDGET ISSUES Fiscal Year 2014-1 5 EXPENDITURES T otal expe nditures fo r th e 2 0 14-1 5 budget are $36,3 14 ,665, a dec rease o f $6,0 88 ,5 17or 14 .4%. Hi ghlights o f c hanges by o bj ect cl ass include th e foll owing: • P ersonne l re la te d lin e it e ms in c reased $787,154 or 9.3%. Pe rsonne l costs in cl ude wages, hea lth insurance, worke rs comp ensati on a nd re tirem ent. A new GIS teclmic ia n to upd a te and ma int a in sys tem maps a nd pl a ns a nd upgra ding a part-time admini s trati ve to full-time in Ut ility Bill ing are in c lude d in the W &S fund . Salary sav in gs of $100,000 for vacant positi ons thro ug h th e yea r is inc lud ed as a c redit to th e expend iture budget. • S uppl y costs are expec ted to in c rease $547,745 or 5.0% primarily d ue to an increase in th e cost of tre at ed wa te r purc hased fr o m BA W A . The trea ted wa te r ex pense o f $10,7 14 ,529 re present s 30% o f th e Utility's tota l 20 14-1 5 budget. • Mainte nance d ecreases are $19 ,500 or 1.3% due primar ily to less required ma int enance on moto r ve hi c les, reservoirs , well s , s treets , s idewalks a nd curbs, offset to a lesser degree by inc reased machinery and equipme nt ma inte nance. • Se rvices are decreasin g $5 2 1,00 2 o r 20% due prim ar ily to a decrease in e lectri c it y costs. • Capital outl ay is decreasin g $2 17,750 o r 3 1% based on redu ced pl anned spend in g o n ve hicles, mac hinery a nd equipme nt. • Trans fer s to th e C IP Fund a re dec reasin g by $3,500 ,000 based o n curre nt needs. • Trans fe rs to th e W&S De bt Service Fun d are decreasing by $3 ,682,98 3 to b ring a bout a pl ann ed reduc ti on o f that fund 's fund balance. \Ya t e r & Sewer Fund Expenditure s by .,. __________ fF~un~c~ti~o~n ------,~~~~~ $~ 5 •nltl~tt!O C>.t.o • 5-lO +--------------FilM> S3 5 +-------.------ " S30 +-1~-1 ~ S25 ~ 520 -H:=i---H ---11---i SIS SIO ss s. 20 1().1 1 20 11-ll 2012-13 20 1 3 -1~ 20 1~-1 5 Fuu!Yoors WORKJNG CAPITAL an an~u 10 Dttx OWu a•·l!u Optt.atioc:• •W.au: Operuo ::.~ In o rd e r to ma inta in fi sca l s ta bility, governme nta l e nt e rpri se fund s m a int a in a wo rking capita l ba la nce to m ee t da il y liquidi ty need s. Appro priate levels o f wo r king capita l va ry fr o m e ntit y to e ntity based on th e re la ti ve impac t o f pa rti c ul a r c ircumstances or fin anc ial conditi o ns. The goal for Wa te r & Sewer Fund wo rking capita l is 60 to 90 d ays o per atin g ex penses. W o rk in g capita l is de fin ed as curre nt asse ts (e.g. cash, in ves tme nts, acco unts receivabl e) less curre nt li abilities (e.g. acco unts payabl e). W orking capi ta l of $5 ,953 ,7 17 o r 60 d ays o f o pe ra ting expenses, is p roj ecte d as of Septe mbe r 30, 20 15. As in t11 e Gene ra l Fund, the W a te r a nd S ewer Fund is currently on a pay- as-yo u-go o ptio n fo r it s O PEB lia bilit y. To he lp limit the li a bility, th e Ci ty no lo nge r o ffers re ti ree health in s ura nce coverage for any empl oyee b eginnin g e mpl oyme nt with the City afte r Ja nua ry I , 20 10. WATER AND WASTEWATER INTEREST & SINKING FUND T he de bt service re quire me nt fo r 20 14-15 is decr eas ing $4 ,702,8 2 8 du e to lower schedule d de bt serv ice payment s a nd a planned drawdov.rn o f fund ba lance. SANITATION FUND The Sanitati on Fund accounts for coll ecti o n o f resid e nti a l re fu se, brush and white goods , th e yard waste manageme nt progra m , and recycling ac ti v iti es. The Sa nit a ti on Fund e ithe r thro ug h a c o ntract w ith W as te M anagement , In c. o r C ity c rews, c urre ntl y provides the fo ll owin g services: • T wice p e r week c urbs ide coll ecti o n and di s posa l of reside nti a l garbage a nd heavy trash . (W as te M anageme nt) 3-9 MAJOR BUDGET ISS UES Fiscal Year 2014-15 • • Once per week curbs id e recycling (Was te Management) Once a month curbsid e coll ec tion of brush and limbs. (City) • Provis ion of a drop-off recycling cent er open 4 days per week. (Waste Management & C it y) • Provis io n for a junk dro p-off center o pe n 4 days per week. (City) REVENUES The Sanitation Fund's revenues are projecte d to be $5,096 ,030, an in cr ease of $439 ,753. This increa se results from an increased numbe r of househo lds se rved , and a ra te in c rease is not recommended at thi s time. The recycling program places 65 ga ll on or 96 gall o n c arts at a ll s ing le fami ly res idences. The re is s till no cost to utili ze the recycling cente r, whi c h re mains open to complement c urbs ide re cyc ling by accepting a w id e r range of mate rial s (now inc luding e-waste) as we ll as r ecyclable mat e ri a ls from bu s in esses. Although th e re is a nominal fe e for junk drop-off services , it remain s a bargain compared to di spos al at private landfills. EXPEND ITURES Total expenditures for th e 20 14-1 5 budget a re $5,027 ,046, a dec rease of $7 1 ,396, or I % as compared to th e 20 13-14 budget. Sanitation Fund E:tpeoclltures by Type a c.,.,._, S6 .,-------------, a Tr-uu:f•• O...t Sl n~cal \"urs WORKING CAPITAL D!'on·R..c<.tfnn l Bar:n.u .h n4f)' 0 :\.WnlHu.n.c• In order to maintain fi sca l s tabil ity, governme nta l entit ies maintain a working capit a l balance to meet daily liquidity needs. Appropriate levels of working c apital vary from entit y to e ntity based on the re lati ve impact of particu lar c ircumstances o r financial conditions . The Sanitat ion Fund is primarily a fee-for service fund and th e working c apita l require me nts ar e not as s trin gent s in ce most costs are not inc urred if se rvice de li very is 3-10 interrupted. W orking capital of $85 1,64 5 or 62 days of expenses, is projected as of September 30, 2015 . STORM WATER UTILITY FUND T he Storm Water Utilit y Fund was establi shed in order to ensure compliance wi th NPDES S to rm Water Phase II. As part of the Federal C lean Water Act (CWA) under the Nati onal Po llut ant Di scharge Elimination System (NPDES) the U.S. Environmental Protect ion Agency (EPA) has mandated that the Texas Conuniss ion on Environme nta l Quality (TCEQ) establish penni! guide lines, under the Texas Water Code, for Municipal Separate Sto rm Sewe r Syste ms (MS4). Pha se I of th e re quirement inc lude d med ium to large ( 100,000+ p op ulation) c ities w ith Phase II in cluding th ose cit ies of less th an 100,000 populations. There are two ways fo r a c ity to comply: (I ) file for an indi v idual NPDES permit; or (2) partic ipate w ith a Texas Pollutant Di scharge Elimi nation Syste m (TPDES) General P ennit. The second opti on is far le ss expensive and provides greater coverage by th e State prog ram. The State has compl e te d the impl e me ntatio n of the Genera l Pe rmi t program and Coun c il has begun adop ting the necessary ordinances and rul es for co mpliance. Our Stom1 Water Program is o perat ed unde r both the E PA and S tate g uidel ines. T hi s was a n unfunded ma nda te by th e USEP A and T CEQ ; however, mun ic ipalities are a ll owed to c reate e nt e rprise typ e fund s whi c h co ll ect fees to offset the costs of the program. The City has c reated an enterprise fund and has also received a State General Pe rmit to o perate o ur Storm Water Phase II program. The Pem1it must be reviewed and renewed every fiv e years to in s ure continued compl iance wi th both the USEPA and T CEQ requ irements. S torm Water Fund Expenditures by Type S1 600 ,000 .,-----------, Sl,-100 ,000 t-----------,~ suoo ,ooo Sl ,OOO ,OOO SIOOOOO S600,000 ~00000 SlOO,OOO S- 2010.11 20 11 -1 2 20 12-ll l 0 1J.IJ 20 1J-ll fi.sc aiYun MAJ OR BUDGET ISSUES F iscal Yea r 2014-1 5 The Stonn Water fee is a 22-ti e r ra te struc ture, wi th th e resid ential ti er be in g the la rges t in numbe r. No c han ge is proposed in the ra tes. Eac h r es idential acco unt is c harged a $1.5 0 mo nthl y c harge. All no n-resid entia l account s w ill be charged a fee based on the s ing le-famil y li v in g unit equi va le nt , whi c h is de te rmine d b y evalu a tin g the impervious area of th e property . Ex penditures in clude fo ur staff positions ($348 ,79 1 ), s uppl ies ($55 ,500), services ($233,915), and a tra ns fer to th e Ge ne ra l Fund for s tom1 wate r initiatives included in the General Fund budget ($728,78 1 ). The estimated working cap ital on Septembe r 30, 20 15 is $3 10,205 or 83 days . CENTRAL SERVICES (Garage & Warehouse Operations) GARAGE FUND The Garage Fund provid es mo tor vehicl e se rvice and re pa ir for a ll C it y o pe rations exce pt Fire a nd P oli ce. T he Garage Fund is s upp o rt ed through charges to user de pa rtme nt s. T o tal ex penditures fo r th e 20 14-1 5 budget are $2 ,444,773. A fu e l surcharge of 6% is assessed to users that cons um e fu e l at the Garage to offset fixe d costs as soc iated with Garage o p era ti o ns. T he fee s tru c tu re for the various types of ve hi cles is as follo ws: • Li ght vehicl e rate (mo to r veh ic les up to and including o ne ton load capac ity)-$50/Hr. • Me dium vehicl e a nd eq uipme nt ra te (mo tor ve hicl es exceeding o ne to n capa c it y) - $65/Hr. • Heavy and co ns truc ti o n equipme nt rate - $80/Hr. The bud get for th e Garage Fund is developed as a break even operation. Garage F und Budgeted Expeudltua·cs suoo.ooo SI .OOO.OOO S500.000 D T u n.,(..,..,QQI D C .trpul O;;.~y •!'on·Jt.ec.iarnDJ 8Clnw t D S•vte• 2010-11 20 11-12 20 1!-ll ~0 13 -1.! 201J-U D lvppb•• .Pw-.~.t Fls u _&\'«.a n s ..... ~, WAREHOUSE OPERATIONS T he Ware ho use provides common ite ms used on a dail y bas is thro ug ho ut th e c it y. The Warehouse ma intain s and accounts for s upplies used in the fi e ld for Public Works and Pa rks & Recreation, offi ce s upplies used b y most c ity de partme nts and ve hi cle parts used o n the c ity fl eet. T he Ware house is s upport e d through operating tra ns fe rs fr o m th e G ene ral Fund and Wate r & Sewer Fund on a cost of good s bas is. Total ex penditu res for the 20 14-1 5 budget a re $1 ,0 12 ,667 , an in crease of $72 1 ,970 due to an antic ipated in c rease in de mand for water me te rs driven by local develo pme nt. Revenues have inc reased according ly . L ike th e Garage, the budget fo r th e Wareho use is m eant to brea k-even. \Vs 1·e bouse Fund Budgeted Expeudllui·es St ,000,000 .~==========;=;::r.;:o c;::.,.::.,::::,::....,.=:--, ~900 .000 +------------1 ~soo.ooo +------------1 ~700,000 -t-----------1 S600.000 -t-----------1 ssoo ,ooo -t-----------1 5400.000 -t-----------1 SJOO,OOO -1-:=---=.....--LJ--.---l 5200.000 ~1 00.000 s. Q !'on-R..curTtnJ: Barnn •Sundry 2010·11 2011 -12 20 12-13 20IJ.1J 201 4-1. •Pon..,.t Fisc.alYurs 3-11 3-1 2 Funded Capital Lists 3-13 CITY OF BAYTOWN CAPITAL REQUESTS-FUNDED FY 2014-15 Dept. Department Account 101-General Fund l 0 l 0 General Admin 8000 l Furniture & Equip. 1070 ITS 84042 Mach & Equip. 1080 Building Services 8000 1 Furniture & Equip. 84043 Motor Vehicles 1140 Human Resources 8404 7 Computer Software 1171 Court Record 8000 1 Furniture & Equip. 82011 Bldg. & Impvts 1180 City Facilities 82011 Bldg. & Impvts 1190 General Overhead 80021 Special Programs 82011 Bldg. & Impvts 2000 Police 8000 1 Furniture & Equip. 82011 Bldg. & Impvts 84042 Mach & Equip. 3-14 Description Amount City Manager Furniture $ 5,000 ITS Hardware & Peripherals 562,000 Bldg. Services Furniture 2,000 Hybrid Light Duty Replacement Vehicle 21,000 HR Software System 80,000 Furniture For Clerk Area/Cubicles 8,600 Damping Of The Lobby For Sound Proof 15,000 Painting Of The Municipal Court Interior 15,000 ITS/Parks Building Roof 40,888 Green Center Roof 17,482 Fire Admin Bldg. Roof 49,792 DOT Building Roof 37,885 Pelly Jail Roof 38,965 S Main Storage Building Roof 15,040 Emergency Operations Center Roof 65,730 Nature Center Roof 13,880 Police Academy Roof 59,850 City Hall Animal Proof Fencing 3,103 Animal Services HV AC 17,160 Animal Services Drop Ceiling 18,625 City Hall HV AC Maintenance 7,630 Muni Court HV AC Maintenance 2,400 Muni Services Center HV AC Maintenance 3,756 Bus Service 210,155 Extend Bus Service 16,400 Legislative Support 90,000 Employee Appreciation 25,000 Thanksgiving Employee Gift 20,000 Citizen Survey 20,000 Alliance For Innovation 6,000 Facilitation Training 5,000 Building Security 50,000 Phones For 2 Detectives 6,720 Police Academy Simunitions Shoot House 26,500 Equip For New Officers Vehicles (4) 84,580 MOTs For New Officers (6) 19,920 CITY OF BAYTOWN CAPITAL REQUESTS-FUNDED FY 2014-15 Dept. Department Account Police (Cont.) 84042 Mach & Equip. 84042 Mach & Equip. 84043 Motor Vehicles 84043 Motor Vehicles 84043 Motor Vehicles 2020 Fire 8000 1 Furniture & Equip. 80001 Furniture & Equip. 82011 Bldg. & lmpvts 84041 Fum & Fixtures 84042 Mach & Equip. Description Amount 10 In Car Video Systems 60,000 Light Bars And Sirens 27,500 Headlights And Flashers 1,100 Rear Deck LED Lights 4,180 Front And Rear LED Lights 4,950 LED License Plate Lighting 1,980 Push Bumper 7,590 Side Mounted LED Lights 7,150 Vehicle Computer Mounts 16,500 Prisoner Partitions 9,000 Window Barriers 2,000 Police Graphics Package 4,400 Wiring And Terminals 1,650 Motorola Remote Kit 3,190 Emergency LED Road Side Flares 1,650 Radar With Front And Rear Antennas 21,500 LED Brackets 2,200 LED Spot Light 1,870 Rear Cargo Area Vault Boxes 11,000 Tire Deflation Devices 4,950 Siren Speaker System 5,500 Rear Prisoner Restraint Seats 8,850 Three Inch LED Compartment Lights 1,650 Professional Installation Of Equip 5,400 Unmarked Cars Emergency Lighting 4,750 Equipment For DOT Truck 24,780 11 Full Size Vehicles 330,000 5 Mid Size Vehicles 120,000 1 PD Trucks 25,000 Motor Carrier Vio Full Size Vehicle 42,700 6 Vehicles For New Officers 162,000 Pak Tracker 4,150 Defibrillator 3,600 Positive Pressure Fans 1,800 Chain Saw 2,500 Cut Off Saw And Blade 1,800 Nozzle Replacement 2,400 Vehicle For Extrication Training 1,000 Laptop For Ladder #7 3,800 Fire Station Hardening And Mtx #3 45,000 Operations Furniture And Equip Fire 13,200 CBRN Airpacks 79,900 Air Cylinders 22,000 60 Minute Cylinders 3,220 3-15 CITY OF BAYTOWN CAPITAL REQUESTS-FUNDED FY 2014-15 Dept. Department Account Fire (Cont.) 84043 Motor Vehicles 84043 Motor Vehicles 84061 Other Equipment 2025 Communications 8000 I Furniture & Equip. 2030 Emergency Mgmt. 84042 Mach & Equip. 3000 PW-Admin 820 II Bldg. & Impvts 30 I 0 Streets & Drainage 83025 Streets & Curbs 83026 Storm Drains 83039 Other Impvts 3030 Engineering 84042 Mach & Equip. 84043 Motor Vehicles 4000 Public Health 84042 Mach & Equip. 5000 Parks & Recreation 8000 1 Furniture & Equip. 82011 Bldg. & Impvts 84042 Mach & Equip. 84052 Heavy Equipment 84061 Other Equipment 84061 Other Equipment 6000 Library 80001 Furniture & Equip. 3-16 Description Amount Facepieces 2,940 Thermal Imaging Cameras ( 4) 23,438 5" Fire Hose 12,307 PPE Extractor And Dryer 16,000 Pelican Light Towers (7) 5,600 Stairmaster Exercise Equip (8) 38,000 Replace Unit #0127, 2001 Ford Fl50 37,500 Replace Unit #0558, 2001 Ford Expedition 37,500 Fire Prevention Truck 37,500 PPE For NFPA 1851 Program 31,750 Replacement Of24 Hour Rated Chairs 3,000 Chemical Warning Siren 32,000 Replacement Satellite Comm System 20,000 Community Interoperable Comm Trailer 35,000 Restroom And Building Restoration Pjt 50,000 Sidewalks 350,000 Storm Drains 80,000 Sweeper Material Disposal 25,000 GPS Surveying Equipment 52,326 3 Replacement Trucks For Engineering 73,004 Replace Mosquito Spray Unit I4,000 Replace Tables At Community Center 5,536 Replace 3 Picnic Shelters 15,750 John Deere Front Mower 16,450 Replace TXDOT Tractor 70,083 Sound System In Community Center 10,500 Replace Play Equipment 35,000 Library Furniture And Equip 30,000 Total General Fund 3,950,605 CITY OF BAYTOWN CAPITAL REQUESTS-FUNDED FY 2014-15 Dept. Department 206-CCPD II 206 Account 84042 Mach & Equip. 207-Fire/EMS Spec Dist. Fund 207 8000 1 Furniture & Equip. 232 -HoteVMotel Fund 232 500 -Sanitation Fund 500 502 -Aquatics Fund 84042 Mach & Equip. 84043 Motor Vehicles 84045 Radio Equip. 80021 Special Programs 80021 Special Programs 84041 Fum & Fixtures Description Replacement Of MDT Computers Ballistic Door Panels 15 @ $1 ,400 Amount 79,680 21,000 Total CCPD II 100,680 ----=--- Projector For Fire Training Field License ( 1) Disconnect And ( 1) LAN Stryker Ambulance Stretcher Batteries ARP Lucas Replacement Batteries ARP Paramedic Protocol Provider Software Zoll Medical Repairs Zoll AED Battery And Pad (2) Zoll X Series 12 Lead ECG And ETC02, Cisco Switch And Licenses For Network Laptops (6) For Fire Training Facility Laptops (5) For Medic 4 Ambulance Stretcher Compression Device Warranty Cost For Existing Zoll ECG's 4Yr Medical Active Shooter Kits 2008 Frazer Type I 14' Generator Chargers For Portable Radios -ARP Sigtronic Headsets ( 6) ARP Voice Amplifiers ARP Hazmat Radio Interface Houston Spec Portable Radios (2) 154MHZ 1,500 3,184 1,100 1,300 1,500 5,000 1,000 70,000 8,000 7,000 22,800 15,000 16,000 18,500 12,000 127,000 2,000 2,500 3,465 15,445 7,600 Total207 Spec Dist 341,894 ----=--- Industrial Expansion Targeted Program At Hotels 20,000 Historical Museum Consulting Services 7,000 Total232 Hotel Occupancy Tax Fund 27,000 ----=--- Programs In Schools To Promote Recycling 3,000 Total 500 Sanitation Fund 3,000 ----=--- Miscellaneous Equipment Replacement Ride Surface & Panels For Flow 1 00 Lounge Chairs Replacement Turndown Mats For CC And PB Second Chemtroller For Main Pump Room 100 Replacement Tables For Front Of Park 25,000 40,000 11,000 16,000 5,000 79,500 3-17 CITY OF BAYTOWN CAPITAL REQUESTS-FUNDED FY 2014-15 Dept. Department 502 -Aquatics Fund (Cont.) 510-BAWA 520 -Water & Sewer Fund Account 84061 Other Equipment 84042 Mach & Equip. 84043 Motor Vehicles 860 11 Capital Pmt 82011 Bldg. & Impvts 83023 Water Distr Sys. 83029 Sewer Connections 83035 Meters & Connections 84042 Mach & Equip. 540 -Bayland Island Operations 552 -Warehouse Operations 3-18 83027 HVAC 83039 Other Impvts 8000 1 Furniture & Equip. Description Amount $1 Per Ticket Set Aside For Capital Replacement 178,000 Total 502 Aquatics Fund 354,500 ___ ...;......_ Rehab Flocculation Basins 3 And 4 100,000 Replace Truck I998 Chevrolet Work Truck 26,000 BAWA Improvements (Fund 350-Pmt 6 Of6) 7I,747 Total 510 BAWA 197,747 ___ ...;......_ Unforeseen Costs-Security/Renovations 5,000 Replace Two I 0 Ton HV AC Units At UB 41, 109 Security At UB I 0, 123 Water Rehab. Replacement Of Water Lines 200,000 Sewer Taps I 0,000 Water Taps 70,000 Truck Side Toolbox, Bedliner, Strobe Lights 25,000 Replace Garage Fuel Pumps, Lines & Jacks 50% 114,500 Replace Sewer Line Inspection Camera 12,000 Total520 Water & Sewer 487,732 ___ ...;......_ Bay land Island Marina AC Changeout 41 ,222 Replace Of Marina Parking Lot Light Fixtures 19,938 Total540 Bayland Island 61,160 ___ ...;......_ Hydraulic Hose Machines, Pallet Jacks, Dollies 6,000 Total 552 Warehouse Operations 6,000 ___ ...;......_ Total Capital Requests $ 5,530,318 3-19 FY 2013-2014 Update of the Strategic Action Plan REF # Action FY 2013-14 Status ---· Gl G2 G3 G4 G5 3-20 Priorit ize , budget for and include in the City's capital improvements program the water and wastewater improvements identified in the Water and Wastewater Master Plans. Update the City's development ordinances to reflect the infrastructure policies outlined in the Comprehensive Plan. Identify and replace older wastewater lines tha t face infiltration problems. Establish a timeline for transition of services from Municipal Utility Districts inside City limits to City services. Establish a regular schedule for updating the City's capital recovery fee for new development to ensure it reflects current costs. Th e City will continue to pursue water and waste water improvements in the annual budget in excess of $9,000,000 per yea r for the foreseeable future. Th e C ity has started the design of th e new 6MGD Surface Water Treatment Plant with the ability to convert to alternative treatment process such as Desalination. The Mobility Plan and the Unified Land Development Code (ULDC) were recently adopted by City Council on January 24th and March 14th, respectively. Amendments are also being considered in the subdivision code based on recommendations from the Mobility Plan. Discussions of adopting the Access Management p ortions of the mobility plan and some of the recommendaitons of the subdivision code. The City has completed the rehab of Main Stand Te xas Ave Lift - Stations. Funds are earmarked for several major projects of similar scope a nd nature. The City continues to allocat e funds annually to pipe-burst problematic wastewater and water main lines . The City has completed the rehab of an additional 11 ,000 linear feet of sanitary trunk line at various loca tions with an emphasis on ensuring complete zones of the sewer system are rehabbed . The City has completed the installa tion of a 12" waterline from Needlepoint Water To w er, east a long Needlepoint Road, approxim ately 7,800 LF , and connecting to an existing 12-inch waterline located on SH 146. The Raccoon Lift Stat ion was enlarged and rehabilitated to provi de better service to the area. The flow from the li ft -sta tion was re-routed to another Wastewa t er Treatment Plant. In addit ion to the lift- station improvements. a 12-inch force main and a 24-inch force main were designed/constructed. The City rehabbed 17,000 feet of water lines and plans t o continue a similar amount in the future. The City continues to monitor the debt level of the Municipal Utility Districts and economic viability of annexation of the MUDs. The impact fees for water and sewer were updated in 2014 and require updating every 5 years under state law. The fees w ill be updated in 2016 . G6 Prioritize and implement the The City continues to aggressively pursue Master Plan drainage recommendations established initiatives and is implementing the subregional detention in the Master Drainage and concept at each opportunity. The Baker Road Extension Project Flood Mitigation Plans by is completed and includes sub-regional detention and adds coordinating with other dual use detention with park and recreational amenities. Every agencies, allocating resources, development is evaluated for potential sub-regional detention and incorporating projects into opportunities. Several locations are being considered for sub- the City's capital regional detention. improvements program. G7 Develop drainage criteria and This has been addressed in the Master Drainage Plan. The City standards for new works with new developments to ensure the recommendations developments. of the Master Drainage Plan are implemented. GB Establish impact fees to assist in In lieu of implementing a new impact fee for drainage, the City completing drainage raised its Municipal Drainage Utility System (MDUS) fee from improvements to counter the $0.68 per single family living unit equivalent to $1.50. This impacts of new development. increase now brings Baytown's MDUS fee in line with other comparable, local cities. The City will monitor the need for implementation of drainage impact fees and will propose when necessarv. G9 Identify flood prone areas of FEMA is responsible for identifying flood-prone areas and Baytown and the ET J and producing the appropriate elevation maps. The FIRM maps produce maps with elevation were updated in 201 0 and FEMA is starting to distribute draft levels for distribution to all maps for the 2014 update. Once the updates are complete, residents. the City will publish the FEMA maps online as well as locations of hard-copy maps in several City office locations. G10 Coordinate with other local, The Engineering Department continuously coordinates with state and federal agencies in Harris County, Chambers County, and the HCFCD to identify implementing drainage and implement drainage improvements in both private improvements including the development and publicly-funded projects. U.S. Army Corps of Engineers, Harris County, Chambers County and the Harris County Flood Control District. G11 Identify properties repeatedly The City evaluated a program for the acquisition of properties damaged by flooding and repeatedly damaged by flooding and determined that it was establish a program for not practical. The City works with property owners to build and acquisition and relocation. remodel properties in accordance with the floodplain .JI Jl 1111\ .1::::. G12 Identify intersections that are This item has been addressed as part of the revisions to the City's prone to flooding and propose Master Drainage Plan. The plan will assist staff in developing the necessary improvements. criteria necessary to identify and prioritize flood-prone intersection improvement projects as part of the Capital Improvements Plan. Staff is preparing various code amendments and a Capital Improvement Plan as recommended by the Mobility Plan. 3-21 M Mobility M 1 Prepare a d e t ailed The Mobili ty Plan was ado pted b y C it y Council on January 2 4, transp ortat ion study and 2013. Amendments are being considered in the subdivis ion th orou ghfare pl an to identify code and t he major thoroughfare plan based o n and priorit ize specific recommendations from the Mobili ty Plan. Th e goal is to begin improvements. presentin g to the Plan nin g and Zoni ng Commission in Fall 2014. M2 Evaluate th e feasibility of Preliminary assessme nt was done in the Mobili ty Plan . Fu rther implementing road impact consi d e rati o n w ill be given in the near fu tu re and fees t o gen e rate fundin g for recommendation s will be presented for consideration . and recoup the costs of roadway improvements necess itated by and a ttributable to new d e velopment. M3 Develop an access The City has adopted an access management p o licy for n on- management program th at reside n tia l d evelo pment. This policy is being reviewed for provid es design requirements. possible updates based o n recommendation from the Mobility revised development codes, Plan. The Mobility Plan includes desig n requirements. revised and new development review develo pment codes, and new development re v iew procedures p rocedures to address access to address access management issues associated with the management issues through development process. the development process. M4 Adopt a comprehensive The C ity currently conducts an annual. City-wide review of the maintenance program for street system that includes developing a prioritized list of area roadways that is based potential maintenance/improvement projects based on a on a prioritized level of need pavement condition index rather than a district-by-district basis. versus making improvements Portions o f the sales tax re venue that th e City coll ects a re on a dis t rict -by-district basis. a ll ocated to fund annua l st reet and sidewalk maintenance p rojects . A n ew OCI assessme n t is p la nned for 2014. M5 Prepare a safety study in The City has not worked on a study of high risk intersections. conjunction with the Houston-However. the Mobility Plan provides recommendations to Galveston Area Council (H -improve intersections through access managemen t. GAC) to evaluate "high risk" Amendments are being considered in the Subdivision Code and in tersections w ithin Baytown the Major Thoroughfare Plan based on recommendations from and identify recommendations t he Mobility Plan. fo r improvemen ts at those locations . M6 Revise the City's existing The City has adopted an access management policy f o r no n- development codes to include residentia l development . This policy is being reviewed for st andards and requirement s for possib le updates based on recommendation from the Mobility street and development Plan. The Mobility Plan includes desig n requirements. revised connectiv it y. developmen t codes, and n ew development review procedures to address access management issues associated with th e d evelopmen t p rocess. 3-22 M7 Include requirements in the The adopted Parks and Trails Master Plan supports future City's development codes for regulations that require the installation of sidewalks and bicycle installation or enhancement of facilities during the subdivision review and approval process. The sidewalks and/or bicycle requirement of sidewalks for new development and infill facilities when any new construction is included in the ULDC, building code, and development or subdivision regulations. redevelopment occurs, where appropriate. M8 Revise or adopt new cross The Mobility Plan includes recommendations for cross-section section standards for collectors standards for collectors and arterials. Amendments are being and arterials that include considered in the Subdivision Code and the Major Thoroughfare sufficient right-of-way for Plan based on recommendations from the Mobility Plan. sidewalks and bike lanes, where appropriate. M9 Identify near-term critical The Parks and Recreation Department prioritized the needs for personal mobility trail/sidewalk plan to accommodate high traffic areas and install dual purpose throughout the City and to complete as funding becomes sidewalks/bike lanes to meet available. The first phase included Rollingbrook, Baker, Hutto these needs. and West Main were completed. Additional sidewalks are lolanned for 2014. M10 Prepare a comprehensive The adopted Parks and Trails Master Plan encourages sidewalks bicycle and pedestrian master and bike lanes. The Parks and Recreation Department has plan either for the entire developed a sidewalk plan to link parks to neighborhoods, community or on a special-schools and high traffic areas. The first phase of the project was area plan basis. As part of this completed 2013. process, consider locations in Baytown where one or more roadways could be "retro- fitted" to accommodate bike lanes (as a "pilot" project to demonstrate how neighborhoods could be better linked). Mll Establish incentives or The adopted Parks and Trails Master Plan supports future regulations for the provision of regulations that require the installation of sidewalks and bicycle sidewalks that connect facilities during the subdivision review and approval process. residential and commercial The requirement of sidewalks for new development and infill developments and create safe construction is included in the ULDC, building code, and pedestrian access between subdivision regulations. Parks and Recreation Department staff homes and daily has a seat on the DRC to insure compliance with the plan. conveniences. 3-23 L Land Use L1 Establish incentives to The MDD Revolv ing Loan program is in place to aid in the encourage infill development redevelopment of vacant sites. Regul a t ions concerning t he use or the redevelopment of of non-conforming structures and properties are included in the v acant sites/buildings. ULDC to encourage redevelopment. The Downtown Fa<;ade Prog ra m provides a matching fund for property owners to improve their buil ding facades in the ACE D ist rict a long Texas Avenue. The City has also used Chapter 380 Economic Development Agreement s for infil l and redevelopmen t opportunities. L2 Work with interested Limited design standards are included in the newly adopted developers to assemble small zoning chapter of the ULDC. Additions to these standards parcels in o lder areas into might be included with some of the ordinance revisions but will feasible development sites. need to go to both the Plann ing and Zoning Commissiion and City Council L3 Implement the action In 2011, the TxDOT demonstration project a long Texas Avenue statements in the Downtown was completed and the City adop ted the Art s, Cultural and Master Plan: Area One to Entertainment {ACE) District. The City developed a parking lot re vit alize this area that is and is considering adding a pavilion area for the AC E District. currentl y underutilized . Two existing businesses (TSO and Cork Grinders) utilized the City's Facade Improvement Program to update their facades. There is curretnly $50,000 to utilize in t his year's budget for this same matching g rant program. The City is eva luating additional p rojects including sidewa lks , lighting and open space/park area with amenities . Funds are being considered in t he upcoming budget for this project. L4 Identify areas w it hin Baytown 's The City continues to expand the utility infras tru ct ure. A new ET J where public utilities and 6MGD plant is under design with tru nk li nes being considered services could be extended in along Highway 565, Highway 99, a long Ki lgore Parkway and a cost-effective manner and Needlepoint Road. Baker Road Ext ension has been completed where future annexation is and includes wa ter lines for the fu ll extent of t he road. Several both desirable and feasible . st reets in the newly annexed areas of Archer Road, West Road, East Road, etc. are in the process of construction a nd should be completed in 2014. L5 Update Cit y ordinances Council adopted the ULDC on March 14, 2013 and rez oned the including the Official Zon ing entire City to the new zoning code. Map to ensure uses and intensities are compatible and consistent with the goals and policies out lined in the Comprehensive Plan. L6 Es ta b lish minimum standards The ULDC includes enhanced sc ree ning and buffering for the screening of requirements as described in the compatibility standards. unattractive sites and/or buffering between incompatible land uses (i.e. dense landscaping , increased setbacks, walls/fencing). 3-24 L7 Actively assist companies in The ULDC requires a 1 00-foot vegetative buffer and additional developing greenbelts around setbacks surrounding heavy industry. The City will continue to heavy industry to act as a work with property owners of heavy industrial uses to voluntarily natural and attractive buffer. establish greater buffer zones to mitigate their impact on surrounding residential areas. L8 Amend the Future The Mobility Plan included the Future Thoroughfare Plan. Staff is Thoroughfare Plan to ensure currently devising a plan to draft revisions to the subdivision that existing and future code as recommended by the Mobility Plan that will provide subdivisions are connected via the necessary updates due to recent development and collector roads that provide potential right-of-way sections needed. adequate connections to community destinations. L9 Amend the City's subdivision The requirement of sidewalks for new development and infill regulations to mandate the construction is included in the ULDC, building code, and provision of sidewalks in subdivision regulations. The adopted Parks and Trails Master commercial areas to provide Plan supports future regulations that require the installation of pedestrian access to these sidewalks during the subdivision review and approval process. uses. LlO Establish riparian zones The City's Watershed Protection Ordinance is in place and has (vegetated corridors along effectively protected major riparian zones as new development streams and rivers) consistent occurs. The Parks, Recreation, Open Space, Greenways and with state and federal Trails Master Plan suggests to add public trails along riparian standards to improve water corridors. The Master Plan also addresses the issue of preserving quality and drainage as well as the vegetation along the bayous so when a trail is added, there providing opportunities for should be little impact to the surroundings. The recently- public trails. adopted Future Land Use Plan includes a Bayou/Creek Conservation area that encourages environmental protection/development along the waterfront, creek and bayou frontage areas, specifically along Cedar Bayou, Goose Creek, and Spring Gully. L 11 Implement coastal zone The floodplain ordinance addresses coastal zone set-back requirements with minimum set-requirements and requires that minimum finished floor elevations back standards and a be at least 18 inches above base flood elevations. Once FEMA minimum finished floor implements new flood maps for coastal areas, Staff will elevation (FFE) of 18 inches determine if additional regulations are necessary for the above base flood elevation .. Coastal Zone .. to protect against storm surge and flooding. (BFE). L12 Develop and maintain a long-Staff is in the process of identifying potential short and long-term range annexation planning annexation study areas. Part of the analysis for this type of effort map that identifies potential would be the development of a map detailing the findings. areas for annexation in the near and longer term. 3-25 L13 Establish c rit eria to assist staff As part of the preliminary research on potential short and long- and local officia ls in evaluating term annexation study areas. staff would b rief other staff areas to be considered for members and public officials on the crit eria used in designating either volu ntary or involun t ary an area as des irable or undesirable for annexation. annexations (i.e. population density threshold, dis t a n ce from m unicipal infrastructure. fisca l impacts). L14 Identify opp o rt uni t ies to annex Th e City is evalua t ing potential annexation areas that do not areas that do not need to be require a three-year annexation plan and that w ill not included in a three-year negatively affect the City's infrastructure exten sion or land use annexation p la n as ou tlined by plans. Chapter 43 of the Te xas Local Government Code. L15 Review a nd revise a nnexation This effort is ongoing and will be updated based on direction priori ties with each annual from the Council as well as any findings from future annexation Comprehensive Plan update area studies . t o ref lect changing g rowth and develo pment patterns within the ETJ . L16 Revise t h e C ity's A nnexation Staff is in th e midst of providing additonal c hanges t o t he Plan as needed in c urrent annexation p lan. This w ill involve an additi o nal 5-7 areas accord ance wit h Chapter 43 of potentia l movement o r growth to the Cit y . Some of these o f t he Local Government areas are anticipated v oluntary annexations but some of the Code (upon deciding t o areas will be involuntary in order to meet the Cit y current p lans unilaterally annex an area that for growth. is not exempt from the annexat ion p lan requirements). E Econo mi c Opport un ity El Work w ith bus iness and industry The City continues to partner with developers for in frast ructu re represe ntatives to identify development. Cons tr uction on Baker Road Extensio n is priority road and infrastructu re comple t e and John Martin Road Expansion, t o accomodate improvements. Bucees. is under way with expected comple tion in late 2014. The Cit y is also partn erin g w it h developers for lo n g -term utility e xtension s that w il l accommodate future growth a n d annexa tion ini ti atives. E2 Cre a te a funding mechanism Future Act ion. fo r community improvements and sma ll business development such as a community development corporation (CDC). 3-26 E3 Expand public transportation Harris County Transit offers three Baytown routes as well as options within Baytown and connecting routes to Crosby, Highlands, Barrett Station, and between Baytown and McNair to the North. Existing routes connect to Metro at the Son regional employment centers. Jacinto Moll Pork and Ride and the Metro Telephone Rood #40 stops at Richie and Allendale (South Houston). The City has installed over 30 covered bus shelters along major commercial corridors. Further, the Council is considering another amendment to the agreement providing financial support to the transit system. E4 Launch a more comprehensive The Health Dept. has expanded the Community Service worker and coordinated program to two supervisors and 'crews' with activities seven beautification program as port days per week. This has allowed for additional clean ups during of on overall campaign to the weekly overlapping work days and on additional two days improve Baytown's image. per week for a single crew. This again enhances the Health Dept.'s efforts to improve the beautification efforts of the City as a whole. E5 Start on .. adopt-a-The Community Development Division is continuing the neighborhood" program to Neighborhood Improvement Program (NIP). The program engage the community in enjoyed moderate success in the Pringle Addition by routine clean-up and demolishing approximately 15 substandard structures. Stoff also beautification efforts. assisted with a neighborhood "trash-off" for the residents of the Pringle Addition. In 2014-15, the NIP will move to the Middletown area within the City's proposed Reinvestment Zone. The main goals for Middletown ore to demolish several vacant substandard structures, rehabilitate several owner-occupied structures and assist the residents with forming a neighborhood association. The Health Dept. continues to identify and work to abate property maintenance and nuisance code violations via the Neighborhood Protection Program. The transition from the BBAC (Baytown Beautiful Advisory Committee) to the new Keep Baytown Beautiful, Inc. (KBB) should be completed by fourth quarter this year and KBB will continue to host the following cleanup related events: Don't' Mess with Texas Trash-Off, Trash- Off Baytown Youth Art Contest, West Baytown Fall Cleanup and Recycles Day. The Health dept. continues to provide anti-litter and beautification information to neighborhood associations, businesses and civic organizations. 3-27 E6 Expedite the removal of The City is taking a proactive approach to bring abandoned abandoned and vacant buildings into conformance with City codes or to affect their buildings. demolition. A dedicated full-time staff person is assigned to this effort and is processing an average of 2-3 properties each month in municipal court. In order to expedite the demolition of structures, the City signed an annual residential demolition contract with a local demolition company. This contract allows staff to quickly demolish substandard structures within approximately 30-45 days after a court order to demolish is issued. Staff is currently researching possible tax incentives for commercial demolition projects within the City's proposed Neighborhood Empowerment Zone. This will provide extra incentives to developers who abate slum/blighted conditions in order to build a viable structure(s) within the City limits. E7 Identify opportunities to The Parks and Recreation Department joined with the future 911 transform underutilized and Communications Center to purchase 48 acres of land just east abandoned properties into of North Main at Wallisville Road. The Communications Center neighborhood parks. will utilize approximately 8 to 1 0 acres of the land including a retention pond that will become a water feature for the future park. The P & R Department is also considering possible land acquisition of 11 acres of land on Cedar Bayou. The retention pond on Blue Heron is complete and will add 16 additional acres of land that will be added to the City's park inventory. E8 Continue working with The Development Review Committee will continue working with landowners and developers to landowners and developers to identify and highlight sites well- identify and highlight sites well-suited for retail and commercial development. Staff also suited for retail and supports the Economic Development Foundation's efforts to commercial development. assist prospective developers in identifying potential sites. E9 Establish an overlay district for The Arts, Cultural and Entertainment (ACE) District was adopted Baytown's historic downtown in 2011 . The district identifies allowable land uses that are that allows for mixed uses and intended to compliment the City's efforts to revitalize the provides design guidelines for downtown area by promoting diverse, mixed-use development. the area. Additionally, the new district eliminated restrictive front and side setbacks that conflicted with the existing built out environment. Staff developed a set of design standards as specified in the Downtown Design Guidelines, which the Council may consider in the future. E10 Offer financial support for the The Downtown Fa<;ade Program provides a matching fund for community's revolving loan property owners to improve their building facades in the ACE fund to assist with District along Texas Avenue. Three businesses have taken beautification, fa<;ade advantage of the program. The most recently completed improvements on historic project is Cork Grinders. Additional funds are available if there buildings and small business are more viable applications. loans. 3-28 Q Quality of life Q1 Periodicall y update the City's The Parks. Recreation, Open Space, G reenways and Trails Parks. Recre ation. Open Space Master Plan was completed in the Fall of 20 10. The parks staff is and Greenways Master Plan to continuing to implement the p lan. ensure that identified needs and priorit ies are c urrent and reflect fu tu re demands based o n the latest growth projections. Q2 Develop a long-range capital The Pirates Bay Phase I expansion was completed in May 2014 plan that identifies future adding a wave pool. two new multi-rider slides and a new facility needs (i.e. public concession stand. Th e improvements inc r eased park capacity libraries. police stations, fire by at least 500. The design for the 911 Center is in progress. wit h stations and community construction planned to st art by mid 20 15. The PO Master Plan is centers) and funding sources in progress. with a planned PO Facility. Expected design o f the to ensure that Baytown's facilty by mid 2015 wit h constructio n completion in mid 20 16. services and fa c iliti es continue Fire Station 7 con st ructi o n was completed in May 2014. to meet the needs of a growing populatio n . Q3 Id entify additional An 11-acre m itigation project is currently under con st ruction at environmentally sensitive or the Baytown Nature Cen ter that is funded and constructed by undevelopable lands th e Ci ty GB Biosciences. The project is e xpected to be completed in could acqu ire and preserve for 2014. The 11-acre p roject is also bein g overseen by the Natural public open space or Resources Trustee Program (NRTP). The City of Baytown and the recreational uses. such as General Land Office Coastal Management Program completed areas adjacen t to the bays, two grants in 2012 and 20 13 that removed 739 abandoned streams, bayous and dere lict pilings from Tabbs Bay. Th e City cont inued cleanin g waterways. Tabbs Bay 2014 that was paid for by the Municipal Development District removing a n additi ona l 534 abandoned pilings. Th e City applied for and received a Gen e ra l Land Office Coastal Management Prog ram Cycle 19 G ra nt tha t will complete the removal of abandoned pilings from Tabbs Bay including removing th e aban doned causeway to Hog Island in late 2014. Q4 Continue with the phased The Pirates Bay Phase I e xpansi o n was completed in May 2014 renovation of the Wayn e Gray adding a wave pool. two new multi-rider sli des and a new Sports Complex. concession stand. The improvements increased park capacity by at least 500. Q5 Rep lace the City's agin g The Parks and Recreation Department opened the new Centra l swimming pools t o ensu re that Heights Sp lash Pad in October 2013. Two addit ional spray parks these faciliti es are safe. well -are inclu ded in the Aquatics Facilities Mast e r Plan scheduled fo r main tained and continu e t o downtown and Jenkins Park in the fut ure. b e a community asset for residen ts of Baytown. 3-29 Q6 Evaluate the feasibility of Appropriate regulatory measures required to preserve open adopting development space will be considered in the subdivision regulations. incentives and/or regulatory measures to preserve open space and sensitive environmental areas. Q7 Amend the City's The Parkland Dedication Ordinance was recommended with development codes to require the Parks, Recreation, Open Space, Greenways and Trails parkland dedication or a fee-Master Plan. This issue will be considered in the revisions to the in-lieu of land in residential subdivision regulations. developments. QB Establish park development This issue will be considered in the revisions to the subdivision standards, including criteria for regulations by possibly having a payment in lieu program or proposed land dedications, for something similar. implementation through the City's subdivision regulations. Q9 Undertake an updated Update of the Parks, Recreation, Open Space, Greenways and community assessment of Trails Master Plan was completed in the fall of 201 0. The Master Baytown's parks and Plan addressed citizens needs for each park and prioritized the recreation amenities to ensure needs. The Master Plan also merged the data from park residents' desires are reflected amenities with the information from the survey to give a better in parks planning and understanding of recreational needs. acquisition. Q10 Explore ways to protect and Two large shade structures were installed as part of the Pirates cover park facilities from sun Bay Expandion project along with 12 -20 foot wide and 2-30 exposure to increase public foot with permanent umbrellas around the new wave pool. The use during summer months. Department constructed a large shelter adjacent to the new Central Heights Splash Pad. The Department plans to construct two additional shelters at Central Little League Park and at the Wetlands Center. Q11 Work with TxDOT to develop a Feedback from stakeholders at the local and state levels roadside park along 1-1 0. indicate that this is no longer a viable TxDOT project due to issues with police protection, maintenance, access and liability. Q12 Explore the possibility of The Parks, Recreation, Open Space, Greenways and Trails constructing an indoor Master Plan considers a state of the art indoor recreation center recreational facility. as a high need. The potential time frame for the indoor recreation center would be by the year 2020. Q13 Continue the planned Phase V of the Goose Creek Trail is currently under construction. extension of the Goose Creek The new trail will connect to the Hutto Parkway Trail to the trail and greenbelt to the north Animal Control Facility. The project is expected to be to provide additional access to completed in 2014. Phase VI that will connect Phase V to the the nature trail and to provide Phase Ill trail near Bush Terrace Park. The project is planned to links to more neighborhoods, be constructed in 2015. Parks and Recreation Department parks and schools. plans the Phase VII trail to link the Hutto Parkway Trail north to the Home Depot area. 3-30 Q14 Develop a trail along Cedar The Parks, Recreation, Open Space, Greenways and Trails Bayou to provide a north/south Master Plan states that there is a high level of importance on trail connection along the acquiring land along the Cedar Bayou Corridor. The eastern limits of the City, with a recommended time frame for implementation is within the next link to the Goose Creek Stream fifteen years. trail and greenbelt. Q15 Evaluate the feasibility of on-The Parks, Recreation, Open Space, Greenways and Trails street bike lanes and routes Master Plan labeled areas that would work for linking bike lanes that will link trails to to one another. The Master Plan also addressed off-street trails neighborhoods, parks, schools, that could be dual use with bicycles. The provision of on and off churches, the public library street bicycle facilities will be further addressed in the Mobility and civic center, museums, Plan. major employers, medical facilities, social service agencies, and other key locations. Q16 Grow the City's library system Sterling Municipal Library worked to meet the increased and educational programs to demand for electronic materials by adding 9,481 new ebooks to accommodate future the collection and increasing the number of downloadable population growth and magazine titles available for the public. The library staff also community needs. answered 68,944 informational request from the public. A variety of educational programs including weekly storytimes, monthly family nights with a focus on culture and learning, and book discussion groups for pre-teens, teens and adults were hosted. The programs attracted approximately 6,336 residents. Q17 Create design guidelines and Limited design standards are included in the newly-adopted development standards to zoning chapter of the ULDC. Additions to these standards enhance the aesthetics of the might be included with some of the ordinance revisions but will community. need to go to both the Planning and Zoning Commissiion and City Council for approval. Q18 Identify important community The 1-1 0-Spur 330 Gateway project was completed in late 2013. .. gateways" and prepare The Highway 146 -Fred Hartman Gateway project is currently specific corridor plans to under design and is expected to be completed in late 2014. prioritize improvements such as Future gateway projects have not been identified at this time. landscaping, specially designed bridges and entrance signage in these areas. This could lead to the development of a corridor overlay district along specified enhancement roadways to enact area-specific design guidelines. 3-31 Ql9 Review and amend the City's A new sign ordinance will be considered for future action. sign regulations, as necessary, to better manage the location, type, size and scale of signs throughout the City. Q20 Continue the 11 Adopt-a-Street" The new Keep Baytown Beautiful, Inc. will continue to sponsor program to capitalize on one the successful "Adopt-A-Site" program with staff support from the of Baytown's greatest assets-Health Dept. The Program is growing with more volunteers a strong volunteer community conducting more clean ups and creating more awareness than -in order to beautify the City ever before. As the Parks Dept. continues to increase the and control litter. Target amount of walk and bike trails the Program is emphasizing those volunteer efforts to community areas for adoption. focal points such as key corridors, parks and trail areas, downtown and community gateways. Q21 Work with utility providers to May be addressed in the future. determine the cost, timing and feasibility of relocating overhead utility lines underground with a priority on community focal points and enhancement corridors. Q22 Identify and remove large signs Building Services is developing a process to address abandoned that are damaged or sign structures using the substandard program. dilapidated. Q23 Amend the procedures for City The substandard program was revised after the Stewart vs. City removal of unsafe buildings to of Dallas case to present unsafe properties to the Municipal expedite the process. Court. Currently, the court is processing an average of 6 properties per month. Staff is working through the substandard program to remediate substandard properties as they are identified. Q24 Establish a ~~performance In lieu of performance bonds for substandard properties, bond" for commercial municipal court orders are issued that allows the City to buildings and apartments to demolish or secure the properties if the court ordered timelines ensure funding for demolition if are not fulfilled. the site becomes vacant. Q25 Improve the appearance of The City works to maintain City facilities in code compliance properties utilized by the City and is actively beautifying City grounds and buildings, such as of Baytown to set an example City Hall, the Municipal Service Center, and the park facilities. of attractive, high-quality The general appearance of other facilities have also been development. approved, such as lift-station outparcels with fencing and landscaping, and water towers with painting and design. 3-32 CITY OF BAYTOWN EXPENDITURE BUDGET SUMMARY COMPARISON Comparison of 2014 Budget to 2015 Adopted Budget Adopted Amount of Percent of 2013-14 2014-15 Inc. (Dec.) Inc. (Dec.) Governmental Fund TI(!es: General Fund $ 71,670,198 $ 75,648,897 $ 3,978,699 5.55% Debt Service Fund 14,373,473 16,270,553 1,897,080 13.20% HoteVMotel Tax Fund 1,250,967 1,364,818 113,851 9.10% Total 87,294,638 93,284,268 5,989,630 6.86% Enter(!rise Fund TI(!es: Aquatics Fund 2,833,440 3,637,141 803,701 28.36% Water & Sewer Fund 42,403,182 36,314,665 (6,088,517) (14.36%) WWIS Fund 20,962,323 16,259,495 ( 4, 702,828) (22.43%) Sanitation Fund 5,098,442 5,037,046 (61,396) (1.20%) Storm Water Utility Fund 1,273,335 1,367,987 94,652 7.43% Total 72,570,722 62,616,334 (9,954,388) (13.72%) Central Services Fund TI(!es: Garage Fund 2,428,751 2,444,773 16,022 0.66% Warehouse Operations Fund 290,697 1,012,667 721,970 248.36% Total 2,719,448 3,457,440 737,992 27.14% Total All Fund Types $ 162,584,808 $ 159,358,042 $ (3,226, 766) (1.98%) 4-1 CITY OF BAYTOWN BUDGET SUMMARY COMPARISON Consolidated Summary of Fund Balances/Working Capital Projected Estimated Revenues Over Fund Balance/ Fund Balance/ Adopted (Under) Working Capital* Adopted Expenditures Expenses/ at 10/01/14 Revenues or Expenses Expenditures Governmental Fund T~J!es: General Fund $ 20,044,233 $ 70,948,614 $ 75,648,897 $ (4,700,283) $ Debt Service Fund 5,301,634 14,I30,39I I6,270,553 (2, I40, I62) Hotel/Motel Tax Fund 994,7I7 I,000,300 I,364,8I8 (364,518) Total 26,340,584 86,079,305 93,284,268 {7,204,963) EnterJ!rise Fund T~J!es*: Aquatics Fund 1,288,765 3,233,300 3,637,I4I (403,841) Water & Sewer Fund 6,550,470 35,7I7,9I2 36,3I4,665 (596,753) WWIS Fund 2,637,495 16,259,495 16,259,495 Sanitation Fund 782,661 5,096,030 5,037,046 58,984 Stonn Water Utility Fund 478,192 I,200,000 1,367,987 (167,987) Total II ,737,582 61,506,737 62,6I6,334 (l,I09,597) Internal Service Fund T~J!es*: Garage Fund 735 2,444,773 2,444,773 Warehouse Operations Fund 63,0I9 1,009,047 1,0I2,667 (3,620) Total 63,754 3,453,820 3,457,440 (3,620) Total All Funds $ 38,I4I,920 $ 151,039,862 $ I59,358,042 $ (8,318, I80) $ * Fund balance is measured for governmental fund types; for proprietary fund types (consisting of enterprise and internal service funds) working capital is measured. Fund balance equals assets minus liabilities; working capital is defined as current assets minus current liabilities. 4-2 Working Capital* at 09/30/15 15,343,950 3,16I,472 630,I99 I9,135,621 884,924 5,953,7I7 2,637,495 841,645 310,205 10,627,985 735 59,399 60,I34 29,823,740 CITY OF BAYTOWN SUMMARY OF ALL FUND TYPES COMPARATIVE SCHEDULE OF BUDGETS FOR 2015 Governmental Proprietary Fund Types Fund Types Revenues Taxes $ 70,621,299 $ - Licenses & Permits 1,337,150 Intergovernmental 663,688 1,139,112 Charges for Services 1,843,000 46,453,330 Fines & Forfeitures 2,196,500 455,800 Miscellaneous 1,003,925 136,500 Operating Transfers-in 4,923,743 8,595,815 Refunding Bond Proceeds 3,490,000 8,180,000 Total Revenues 86,079,305 64,960,557 Expenditures by Classification Personnel Services 56,855,980 12,733,799 Supplies 3,547,754 14,699,821 Maintenance 3,142,409 1,664,650 Services 7,180,941 6,412, I 04 Sundry 93,839 191,000 Miscellaneous 27,000 Operating Transfers Out 995,387 Total Operating 71,843,310 35,701,374 Capital Outlay 3,977,605 851,232 Debt Requirements 16,222,553 21,482,361 Transfers Out 550,800 7,963,807 Contingency 690,000 75,000 Total Expenditures 93,284,268 66,073,774 Excess (Deficit) Revenues Over Expenditures {7,204,963) (1 ' 113,21 7) Fund Balance -Beginning 26,340,584 11,801,336 Fund Balance -Ending $ 19,135,621 $ 10,688,119 Combined 2015 $ 70,621,299 1,337,150 1,802,800 48,296,330 2,652,300 1,140,425 13,519,558 11,670,000 151,039,862 69,589,779 18,247,575 4,807,059 13,593,045 284,839 27,000 995,387 107,544,684 4,828,837 37,704,914 8,514,607 765,000 159,358,042 (8,318, 180) 38,141,920 $ 29,823,740 4-3 CITY OF BAYTOWN SUMMARY OF GOVERNMENTAL FUND TYPES COMPARATIVE SCHEDULE OF BUDGETS FOR 2015 Debt Service Hotel/Motel General Fund Fund Fund Revenues Taxes $ 59,450,796 $ 1 0, 170,503 $ 1,000,000 Licenses & Permits 1,337,150 Intergovernmental 663,688 Charges for Services 1,843,000 Fines & Forfeitures 2,196,500 Miscellaneous 971,625 32,000 300 Operating Transfers-in 4,485,855 437,888 Refunding Bond Proceeds 3,490,000 Total Revenues 70,948,614 14,130,391 1,000,300 Expenditures by Classification Personnel Services 56,576,725 279,255 Supplies 3,490,212 57,542 Maintenance 3,131,909 10,500 Services 6,503,220 48,000 629,721 Sundry 93,839 Miscellaneous 27,000 Operating Transfers Out 995,387 Total Operating 70,818,292 48,000 977,018 Capital Outlay 3,950,605 27,000 Debt Requirements 16,222,553 Transfers Out 540,000 10,800 Contingency 340,000 350,000 Total Expenditures 75,648,897 16,270,553 1,364,818 Excess (Deficit) Revenues Over Expenditures (4,700,283) (2, 140, 162) (364,518) Fund Balance-Beginning 20,044,233 5,301,634 994,717 Fund Balance -Ending $ 15,343,950 $ 3,161,472 $ 630,199 4-4 Combined 2015 $ 70,621,299 1,337,150 663,688 1,843,000 2,196,500 1,003,925 4,923,743 3,490,000 86,079,305 56,855,980 3,547,754 3,142,409 7,180,941 93,839 27,000 995,387 71,843,310 3,977,605 16,222,553 550,800 690,000 93,284,268 (7,204,963) 26,340,584 $ 19,135,621 CITY OF BAYTOWN GOVERNMENTAL FUND EXPENDITURE DETAIL FOR FISCAL YEAR 2015 General Debt Service Hotel/Motel Combined Acct.# Account Description Fund Fund Fund Total 71002 Regular Wages $ 35,458,212 $ -$ 101,964 $ 35,560,176 7I003 Part Time Wages 703,429 74,897 778,326 7I009 Overtime ] ,743,409 34,730 1,778,139 710I 1 Extra Help/Temporary 8,400 8,400 7102I Health Insurance 6,366,597 21,I37 6,387,734 71022 TMRS 6,812,800 24,824 6,837,624 7I023 FICA 2,784,249 16,027 2,800,276 7I028 Workers Compensation 582,696 27I 582,967 7104I Allowances 3 I9,054 319,054 71043 Employee Incentives 546,068 5,405 55 I,473 71052 Salary Savings (500,000) (500,000) 7I08I Retired Employee Benefits 1,751,8I I I,75I,8II Total Personnel Services 56,576,725 279,255 56,855,980 7200I Office Supplies 204,632 700 205,332 72002 Postage Supplies 88,6I6 1,200 89,8I6 72004 Printing Supplies 112,648 3,350 1 I5,998 72005 Animal Feed Supplies 8,764 8,764 72006 Clothing Allowance 30,840 30,840 72007 Wearing Apparel 367,713 1,000 368,713 72010 Garbage Bags 600 600 720I 1 Disaster Supplies 13,120 I3, I20 720I6 Motor Vehicle Supplies I,I87,745 1,187,745 720I9 Supplies Purch For Resale 22,000 22,000 72021 Minor Tools 239,927 239,927 72022 Fuel For Generators 12,000 12,000 72023 Library Materials 255,000 255,000 72026 Cleaning & Janitorial Sup 98,956 98,956 72031 Chemical Supplies 150,113 150,113 72032 Medical Supplies I I0,099 I 10,099 72036 Identification Supplies 54,797 54,797 7204I Educational Supplies 331,696 51,292 382,988 72045 Computer Software Supply I48,496 148,496 72046 Botanical Supplies 12,150 12,150 72056 Street Marking Supplies 20,000 20,000 72061 Meeting Supplies 14,300 14,300 72090 Print Shop Supplies 6,000 6,000 Total Supplies 3,490,2I2 57,542 3,547,754 4-5 CITY OF BAYTOWN GOVERNMENTAL FUND EXPENDITURE DETAIL FOR FISCAL YEAR 2015 General Debt Service Hotel/Motel Combined Acct.# Account Description Fund Fund Fund Total 73001 Land Maintenance 94,048 94,048 73011 Buildings Maintenance 345,658 6,000 351,658 73012 Docks & Piers Maintenance 500 500 73013 Recreation Equip Maint 28,057 28,057 73022 Sanitary Sewers Maint 1,200 1,200 73025 Streets Sidewalks & Curbs 258,200 258,200 73026 Storm Drains Maint 30,000 30,000 73027 Heat & Cool Sys Maint 83,635 3,000 86,635 73028 Electrical Maintenance 98,500 1,500 100,000 73039 Miscellaneous Maint 2,500 2,500 73041 Furniture/Fixtures Maint 23,086 23,086 73042 Machinery & Equip Maint 883,659 883,659 73043 Motor Vehicles Maint 763,803 763,803 73044 Street Signs Maint 89,450 89,450 73045 Radio & Testing Equipment 108,500 108,500 73046 Books -Maintenance 61,313 61,313 73048 Signal Systems Maint 107,500 107,500 73049 Barricades Maint 7,000 7,000 73053 Vehicle Repair-Collision 9,000 9,000 73055 Maintenance On Computers 136,300 136,300 Total Maintenance 3,131,909 10,500 3,142,409 74001 Communication 590,941 1,140 592,081 74002 Electric Service 730,000 10,000 740,000 74003 Street Lighting 750,000 750,000 74004 Water & Sewer 1,200 1,200 74005 Natural Gas 75,000 2,000 77,000 74007 Twc Claims Paid 75,000 75,000 74011 Equipment Rental 454,389 15,500 469,889 74020 Outside Contracts 68,271 68,271 74021 Special Services 1,193,933 48,000 278,911 1,520,844 74022 Audits 72,000 72,000 74023 Industrial Appraisal 35,000 35,000 74026 Janitorial Services 124,896 124,896 74029 Service Awards 19,200 19,200 74031 Wrecker Service 6,600 6,600 74032 Computer Programing 1,950 1,950 74036 Advertising 60,201 298,000 358,201 74042 Education & Training 587,713 13,000 600,713 74045 In-State Investigatv Trvl 5,038 5,038 74047 Support Of Prisoners 62,562 62,562 74051 Non City Facility Rental 30,492 30,492 4-6 CITY OF BAYTOWN GOVERNMENTAL FUND EXPENDITURE DETAIL FOR FISCAL YEAR 2015 General Debt Service Hotel/Motel Combined Acct.# Account Description Fund Fund Fund Total 74054 Council Reimbursables 6,200 6,200 74056 Vacant Lot Cleaning 140,000 140,000 74058 Landfill Fees 80,778 80,778 74070 Elections 70,100 70,100 74071 Association Dues 64,176 11,170 75,346 74082 Confidential 13,000 13,000 74123 Instructor Fees 24,000 24,000 74210 General Liability Ins 38,058 38,058 74211 K-9 Insurance 6,205 6,205 74220 Errors & Omissions 78,007 78,007 74230 Law Enforcement Liability 59,289 59,289 74240 Auto Liability 169,879 169,879 74241 Auto Collision 129,229 129,229 74242 Auto Catastrophic 3,600 3,600 74271 Mobile Equipment 22,606 22,606 74272 Real & Personal Property 264,816 264,816 74277 Flood Insurance 62,500 62,500 74280 Bonds 2,500 2,500 74281 Employee Fraud 5,078 5,078 74295 Deductibles 230,000 230,000 74999 Perf Cont Energy Savings 88,813 88,813 Total Services 6,503,220 48,000 629,721 7,180,941 75001 Contributions 540 540 75051 Court Cost 16,700 16,700 75061 Medical -Preemployment 23,000 23,000 75064 Medical Services 53,599 53,599 77106 Little League Light Contr 12,000 12,000 77109 Bytn Beauti Adv Comm-BBAC 15,000 15,000 Total Sundry & Other 120,839 120,839 Total Operating 69,822,905 48,000 977,018 70,847,923 80001 Furniture & Equip <$5,000 81,906 81,906 80021 Special Programs 392,555 27,000 419,555 82011 Building & Improvements 609,436 609,436 83025 Streets Sidewalks & Curbs 350,000 350,000 83026 Storm Drains 80,000 80,000 83039 Other Improvements 25,000 25,000 84041 Furniture & Fixtures 13,200 13,200 84042 Machinery & Equipment 1,284,971 1,284,971 84043 Motor Vehicles 886,204 886,204 84047 Computer Software 80,000 80,000 4-7 CITY OF BAYTOWN GOVERNMENTAL FUND EXPENDITURE DETAIL FOR FISCAL YEAR 2015 General Debt Service Hotel/Motel Combined Acct.# Account Description Fund Fund Fund Total 84052 Heavy Equipment 70,083 70,083 84061 Other Equipment 77,250 77,250 Total Capital Outlay 3,950,605 27,000 3,977,605 89001 Bond Principal 12,046,422 12,046,422 89002 Other Debt Payments 200,000 200,000 89011 Interest On Bonds 3,976,131 3,976,131 Total Principal & Interest 16,222,553 16,222,553 91101 To General Fund 10,800 10,800 91201 To Municipal Ct Security 61,020 61,020 91226 To Miscellaneous Police 96,006 96,006 91298 To Wetland Research Ctr 189,104 189,104 91350 To Gen Capital Proj Fund 91,700 91,700 91351 To Capital Improvemnt Prg 540,000 540,000 91450 To Accrued Leave-General 350,000 350,000 91550 To Internal Service Fnd 163,121 163,121 91552 To Warehouse Operations 44,436 44,436 Total Other Financing Uses 1,535,387 10,800 1,546,187 99001 Contingencies 40,000 40,000 99002 Unforeseen/New Initiative 300,000 350,000 650,000 Total Contingencies 340,000 350,000 690,000 TOTAL EXPENDITURES $ 75,648,897 $ 16,270,553 $ 1,364,818 $ 93,284,268 4-8 Revenues Intergovernmental $ Charges for Services Fines & Forfeitures Miscellaneous Operating Transfers-in Refunding Bond Proceeds TotaJ Revenues Expenditures by Classification Personnel Services Supplies Maintenance Services Sundry Total Operating CapitaJ Outlay Debt Requirements Transfers Out Unforeseen/New Initiatives Total Expenditures Excess (Deficit) Revenues Over Expenditures Working Capital· Beginning Working Capital-Ending $ CITY OF BAYTOWN SUMMARY OF PROPRIETARY FUND TYPES COMPARATIVE SCHEDULE OF BUDGETS FOR 2015 Enterprise Funds Storm Water Aquatics Water& Sanitation Utility Fund Sewer Fund WWIS Fund Fund Fund . $ 1,139,112 $ . $ . $ . 3,233,300 34,024,500 5,093,030 1,200,000 455,800 98,500 35,000 3,000 8,044,495 8,180,000 3,233,300 35,717,912 16,259,495 5,096,030 1,200,000 1,536,387 9,224,210 798,221 348,791 544,352 11,484,019 60,250 55,500 34,000 1,520,400 93,200 347,113 2,078,701 3,699,875 233,915 160,000 30,000 1,000 2,461,852 24,467,330 4,681,546 639,206 354,500 487,732 3,000 5,286,566 16,195,795 820,789 6,018,037 63,700 332,500 728,781 55,000 20,000 3,637,141 36,314,665 16,259,495 5,037,046 1,367,987 (403,841) (596,753) 58,984 (167,987) 1,288,765 6,550,470 2,637,495 782,661 478,192 884,924 $ 5,953,717 $ 2,637,495 $ 841,645 $ 310,205 Internal Service Funds Warehouse Operations Combined Garage Fund Fund 2015 $ . $ . $ 1,139,112 2,152,500 750,000 46,453,330 455,800 136,500 292,273 259,047 8,595,815 8,180,000 2,444,773 1,009,047 64,960,557 585,673 240,517 12,733,799 1,797,800 757,900 14,699,821 10,800 6,250 1,664,650 50,500 2,000 6,412,104 191,000 2,444,773 1,006,667 35,701,374 6,000 851,232 21,482,361 7,963,807 75,000 2,444,773 1,012,667 66,073,774 (3,620) (1,113,217) 735 63,019 11,801,336 $ 735 $ 59,399 $ 10,688,119 4-9 CITY OF BAYTOWN PROPRIETARY FUND EXPENDITURE DETAIL FOR FISCALYEAR2015 Water Storm Warehouse Aquatics & Sewer WWIS Sanitation Water Garage Operations Combined Acct# Account Description Fund Fund Fund Fund Fund Fund Fund Total 71002 Regular Wages $ 204,304 $ 5,195,189 -$ 479,424 $ 224,649 $ 379,896 $ 148,923 $ 6,632,385 71003 Part Time Wages 1,062,095 1,062,095 71009 Overtime 25,000 364,576 21,718 9,000 10,000 4,813 435,107 71011 Extra Helpffemporary 2,640 1,235 3,875 71021 Health Insurance 42,275 1,297,408 142,678 42,275 84,550 42,275 1,651,461 71022 TMRS 42,235 1,011,587 90,990 44,057 71,854 27,915 1,288,638 71023 FICA 98,789 398,005 36,591 17,661 28,526 10,444 590,016 71028 Workers Compensation 59,289 100,002 26,820 2,149 4,997 4,912 198,169 71041 Allowances 2,400 11,520 9,000 5,850 28,770 71052 Salary Savings (100,000) (100,000) 71081 Retired Employee Benefits 943,283 943,283 Total Personnel Services 1,536,387 9,224,210 798,221 348,791 585,673 240,517 12,733,799 72001 Office Supplies 13,202 19,702 2,600 1,000 36,504 72002 Postage Supplies 204,855 1,500 206,355 72004 Printing Supplies 4,500 9,017 3,500 17,017 72007 Wearing Apparel 21,000 31,066 3,500 900 2,600 1,500 60,566 72015 Meter Purchase For Resale 750,000 750,000 72016 Motor Vehicle Supplies 241,550 55,000 5,500 4,000 306,050 72017 Parts Purchase For Resale 380,000 380,000 72018 Fuel Purchase For Resale 1,400,000 1,400,000 72019 Supplies Purch For Resale 240,000 4,000 244,000 72021 Minor Tools 1,000 45,050 1,500 6,000 3,500 1,300 58,350 72026 Cleaning & Janitorial Sup 30,000 5,500 2,000 37,500 72028 Swimming Pool Supplies 18,000 18,000 72031 Chemical Supplies 200,000 212,450 250 25,000 437,700 72032 Medical Supplies 4,400 300 200 100 5,000 72041 Educational Supplies 7,250 7,500 14,750 72045 Computer Software Supply 8,500 8,500 72046 Botanical Supplies 5,000 5,000 72052 Treated Water Supplies 10,714,529 10,714,529 Total Supplies 544,352 11,484,019 60,250 55,500 1,797,800 757,900 14,699,821 73001 Land Maintenance 11,500 2,700 14,200 73011 Buildings Maintenance 15,000 11,000 500 4,000 3,500 34,000 73022 Sanitary Sewers Maint 27,000 27,000 73023 Water Distrib Sys Maint 220,000 220,000 73024 Reservoirs & Wells Maint 3,000 3,000 73025 Streets Sidewalks & Curbs 50,000 50,000 73027 Heat & Cool Sys Maint 4,000 7,500 800 12,300 73028 Electrical Maintenance 15,000 15,000 73042 Machinery & Equip Maint 386,000 2,500 388,500 73043 Motor Vehicles Maint 282,200 90,000 3,500 2,750 378,450 73047 Meters & Settings Maint 514,800 514,800 73055 Maintenance On Computers 7,400 7,400 Total Maintenance 34,000 1,520,400 93,200 10,800 6,250 1,664,650 74001 Communication 5,248 3,257 3,240 11,745 74002 Electric Service 170,000 1,325,000 1,495,000 74005 Natural Gas 1,500 600 2,100 74011 Equipment Rental 12,900 12,900 74020 Outside Contracts 40,000 40,000 4-10 CITY OF BAYTOWN PROPRIETARY FUND EXPENDITURE DETAIL FOR FISCAL YEAR 2015 Water Storm Warehouse Aquatics & Sewer WWIS Sanitation Water Garage Operations Combined Acct# Account Description Fund Fund Fund Fund Fund Fund Fund Total 74021 Special Services 37,400 429,100 223,205 220,000 6,500 916,205 74022 Audits 16,512 16,512 74026 Janitorial Services 4,060 4,060 74029 Service Awards 7,500 7,500 74034 Household Garbage Contrac 3,331,250 3,331,250 74036 Advertising 120,000 2,000 500 122,500 74040 Recycling Services 25,000 25,000 74042 Education & Training 5,465 39,105 1,500 9,350 4,000 2,000 61,420 74050 Disposal Services 244,500 116,920 361,420 74071 Association Dues 3,667 825 4,492 Total Services 347,113 2,078,701 3,699,875 233,915 50,500 2,000 6,412,104 75088 Bad Debt-Cutoff Accounts 160,000 30,000 1,000 191,000 Total Sundry & Other 160,000 30,000 1,000 191,000 Total Operating 2,461,852 24,467,330 4,681,546 639,206 2,444,773 1,006,667 35,701,374 80001 Furniture & Equip <$5,000 6,000 6,000 80021 Special Programs 3,000 3,000 82011 Building & Improvements 56,232 56,232 83023 Water Distribution System 200,000 200,000 83029 Sewer Connections 10,000 10,000 83035 Meters & Connections 70,000 70,000 84041 Furniture & Fixtures 176,500 176,500 84042 Machinery & Equipment 126,500 126,500 84043 Motor Vehicles 25,000 25,000 84061 Other Equipment 178,000 178,000 Total Capital Outlay 354,500 487,732 3,000 6,000 851,232 89001 Bond Principal 13,115,000 13,115,000 89011 Interest On Bonds 2,990,795 2,990,795 89021 Fiscal Agent Fees 36,000 36,000 89027 Amortize Issuance Costs 54,000 54,000 Total Principal & Interest 16,195,795 16,195,795 91101 To General Fund 100,000 2,454,274 250,000 728,781 3,533,055 91350 To Gen Capital Proj Fund 82,500 82,500 91450 To Accrued Leave-General 220,000 220,000 91522 ToWWIS 70,789 5,286,566 5,357,355 91527 To CIPF-Water&Sewer 650,000 3,000,000 3,650,000 91550 To Internal Service Fnd 129,152 129,152 91552 To Warehouse Operations 214,611 214,611 92510 Expense -BA W A Fund 63,700 63,700 Total Other Financing Uses 820,789 11,304,603 63,700 332,500 728,781 13,250,373 99001 Contingencies 55,000 20,000 75,000 Total Contingencies 55,000 20,000 75,000 TOTAL EXPENDITURES $3,637,141 $ 36,314,665 $ 16,259,495 $ 5,037,046 $ 1,367,987 $2,444,773 $ 1,012,667 $66,073,774 4-11 BAYTOWN 4-12 CITY OF BAYTOWN ORGANIZATION CHART GENERAL FUND Fi re& EMS 5-1 BAYTOWN 5-2 CITY OF BAYTOWN GENERAL FUND 101 BUDGET SUMMARY BY TYPE OF EXPENDITURE Actua l Budget Estimated Adopted 2012-13 2013-1 4 2013-14 2014-15 Revenues Taxes -Prop erty $ 10 ,608,925 $ 10 ,974,6 15 $ 11 ,189,02 1 $ 12 ,095 ,382 Taxes -Sales & Franchi se 15 ,5 16,03 1 15,6 15 ,200 15 ,837,582 16,242,93 1 Payment In Li eu o f Taxes 5,070 12 ,243 14 ,635 15 ,000 Special Assessments 175 ,241 15 0,000 Indus tri a l Di s tri c t Taxes 28 ,334,286 29,324 ,277 29,357 ,251 30 ,947,4 83 Total Taxes 54 ,464,312 55 ,926,33 5 5 6,573 ,730 59 ,450,796 Licenses & Pe m1it s 1,487 ,240 I ,286,125 1,412,8 17 1,337 ,150 Inte rgovernm enta l 975 ,995 862,468 753,689 663,68 8 Charges for Services 1,786,8 19 1,654 ,550 1,853,885 I ,843 ,000 Fines & Forfeitures 2 ,190,325 2 ,198,689 2 ,152,350 2 ,196,5 00 Mi scel laneous 94 1,744 5 15 ,450 1,095 ,269 97 1,625 Transfers In 4 ,3 10 ,7 13 3 ,725 ,30 1 3 ,7 37 ,657 4 ,4 85 ,855 Total Revenu es 66,157 ,14 8 66,168,9 18 67,579,397 70,948 ,6 14 Recurring Expenditures by Type Pe rso nne l Services 47 ,300,44 6 52,512,797 52,271 ,984 56,576,725 Supplies 2,575 ,506 2,954,734 3,103 ,641 3,490,212 Maintenance 2,905 ,899 2,708 ,26 1 2,775 ,238 3 ,131 ,909 Se 1v ices 5,127 ,073 6,169 ,086 5 ,92 1,646 6 ,503,220 Sundry 10 0 ,707 104,051 82 ,6 52 93 ,839 Mi s ce ll a neo us 24,207 30,000 20,000 27,000 Operating Trans fe rs Out I ,9 42,745 1,685,093 1,636,8 05 995,387 Total Operating 59,976,584 66 ,164,022 65,811 ,966 70,8 18,29 2 Non-Recurring Expenditures Capital Outlay 2,583,796 4 ,606,176 4 ,026,840 3 ,950,605 Tran sfe rs Out-C LPF I , 189,25 4 560,000 5 60,000 540,000 Contingency 340,000 340,000 Tota l Expenditures 63 ,749,63 4 71 ,670,19 8 70,398,8 06 75 ,648,897 Excess (Deficit) Revenues Over Expenditures 2 ,407 ,514 (5,501 ,280) (2,819,409) ( 4, 700,283) Adj. converting budget basis to GAAP (1,199 ,898) F u nd Balan ce -Beginnin g 2 1,656,026 22,863 ,642 22 ,863 ,642 20,044,233 Fund Bal ance -Ending $ 22 ,863,642 $ 17 ,362 ,362 $ 20,044,233 $ 15 ,343,950 No. of Expenditure Days in Fund Balance 13 1 88 104 74 B u dget 2014-15 Expenditur es by Type Capita l & Trans fers Mi s cell aneous 7% 1% Ser vices Pers o nn el Serv ices 8 % 75 % Maint ena nc e 4% 5-3 CITY OF B AYTOWN GENERAL FUND 101 BUDGET SUMMARY B Y FUNCTION O F EXPENDITURE Revenue s Tax es -Property $ Taxes -Sales & Franch ise Paym ent In Lieu ofTaxes Special Assessment s Indu strial District Taxes Actual 2012-13 I 0,608 ,925 $ 15,516 ,031 5,070 Budget 2013-14 I 0,974 ,615 $ 15 ,6 15 ,200 12,243 Estimated 2013-14 Adopted 2014-15 11 ,189 ,02 1 $ 12,095,382 15 ,837 ,582 16,242,931 14 ,635 15 ,000 175,241 150 ,000 28 ,334 ,286 29 ,324 ,277 29 ,357,25 1 30,947 ,483 Total Taxes ___ 54....:.,4_6_4..:....,3_1_2 ___ 5...:..5..:....,9_2..:..6,'-3_3 5;__ _ ___:.5..:..6,!.::.5.;..;73::....!,.;..;73:....:0:._ _ ___;;,_59::....!,..:..4 5:....:0:..!., 7:....::9-=-6 Li ce nses & Permits Intergovernmenta l Charg es for Services Fines & Fo rfe itu res Misce ll a neous Transfers In 1,487,240 1,286,125 1,4 12 ,8 17 1,337,150 975 ,995 862 ,468 753,689 663,688 I ,786,8 19 I ,654 ,550 I ,853,885 I ,843 ,000 2,190 ,325 2,198,689 2,152 ,350 2 ,196 ,500 94 1,744 5 15,450 1,095 ,269 971,625 4 ,310 ,7 13 3,725 ,30 I 3,737,657 4,485 ,855 Total Revenues 66 ,157 ,148 66,168,9 18 67,579 ,397 70,948,6 14 ---~-~-----'--~---~~;.___---~~;.___- Expenditures b y Function Ge neral Government Publi c Safety Pu blic Works Health & We lfare Cultu re & Leisure Capi tal Transfers Out 13 ,900 ,556 15 ,003 ,992 14 ,37 1,970 16 ,211 ,152 32 ,823 ,362 37,050,750 36 ,833 ,458 40 ,519 ,847 3,971,6 19 4 ,330,896 4 ,24 1,498 4 ,275 ,353 2,177 ,546 2,262 ,00 I 2,261,660 2,380 ,65 1 5,8 10,0 11 6,191 ,290 6,48 6,575 6,775,902 2 ,583 ,796 4 ,606 ,176 4 ,026 ,840 3,950 ,605 2,482 ,745 2,225 ,093 2,176 ,805 I ,535,387 T o ta I Expe nditures ___ ..:..63::....!'.;..;7 4.;.:9...!,;, 6:..::3...;.4 ___ 7;....;1...,;, 6;...;.7..:..0.:..;;, 1.;..;9 8.;;....__--..:.7..:..0'-=,3-=-9 ~8 •..:..80..:....6:....._ _ ___;_7-=-5 •:...:..64-'-8=-'-,8.:..:9'--'----7 Excess (Deficit) R eve nues Over Expenditu res Adj. converting budge t basis to GAAP Fund Ba lance -Beginning F und Balance - E nding No. of Expenditure Days in Fund Balance 2,407 ,514 (5 ,50 1,280) (2 ,8 19 ,409) (4 ,700 ,283) (1,199 ,898) 21,656 ,026 22,863,642 22,863 ,642 20,044,233 $ 22,863 ,642 $ 17,362 ,362 $ 20,044 ,233 $ 15,343 ,950 13 1 88 104 74 Budget 2014-15 Expenditures by Function* Public Safe ty 58% • Excludes Capita l and Transfers Out 5-4 .......... - Public Works 6% .-.-•---Hea lth & Welfare 3% Cul ture & Leisure 10% ------, "'-.Gene ral Governme nt 23% CITY OF BAYTOWN GENERAL FUND REVENUE SUMMARY Revenue Property Taxes Sales & Use Taxes Franchi se Tax Payme nt ln Li e u of Taxes Special Asse ssment s Indus trial Di stri ct Licenses & Permits Inte rgove rnm ent al Charges For Services F ines & Forfeitures Miscell a neous Trans fers TOTAL REVENUES Sales & Use Taxes 18% Pro p erty Taxes 17% $ $ Actual Budget Estimated Adopted 2012-13 20 13-14 20 13-14 2014-15 10 ,608,925 $ 10 ,974,615 $ 11 ,189,02 1 $ 12,095,382 II ,690,599 11 ,906,2 00 12,044,11 2 12 ,602,024 3,825 ,432 3,7 09 ,000 3,793 ,470 3,640,907 5,070 12,243 14 ,635 15,000 175 ,241 15 0,000 28 ,334 ,286 29 ,324,277 29 ,357 ,25 1 30,947,483 1,487 ,240 1,286,125 1,4 12 ,8 17 I ,337,150 975 ,995 862,468 753 ,689 663 ,688 I ,786,8 19 1,654,550 1,853,885 1,843 ,000 2 ,190 ,325 2,198 ,689 2 ,152,350 2 ,196 ,500 94 1,744 515,450 1,095 ,269 971 ,625 4 ,3 10,713 3,725,30 1 3,737,657 4,485 ,855 66 ,157,148 $ 66,168 ,9 18 $ 67 ,579,397 $ 70 ,948 ,6 14 Budget 2014-15 Revenues Othe r 16% 5% f F <anchise T ox Indu s trial Distric t 44% 5-5 CITY OF BAYTOWN GENERAL FUND REVENUE DETAIL Actual Budget Estimated Adopted Revenue 2012-13 2013-14 2013-14 2014-15 Property Taxes 41101 Current Yr Property Taxes $ 9,872,719 $ 10,374,615 $ 10,456,000 $ 11,395,332 41102 Prior Year Property Taxes 466,965 375,000 475,250 425,000 41103 Penalty And Interest 268,375 225,000 235,000 275,000 411 04 Bankruptcy Interest 866 22,771 50 Total Property Tax 10,608,925 10,974,615 11,189,021 12,095,382 Sales & Use Taxes 41201 Sales Tax 11,546,924 11,791,200 11,909,112 12,477,024 41202 Mixed Drink Tax 143,675 115,000 135,000 125,000 Total Sales & Use Tax 11,690,599 11,906,200 12,044,112 12,602,024 Franchise Tax 41301 Electric Franchise Fees 2,394,674 2,410,000 2,345,907 2,345,907 41302 Nat. Gas Franchise Fees 237,027 235,000 268,576 235,000 41303 Telephone Franchise Fees 301,213 230,000 230,000 220,000 41304 Cable Franchise Fees 687,727 620,000 620,000 625,000 41312 Solid Waste-Commercial 204,791 214,000 328,987 215,000 Total Franchise Tax 3,825,432 3,709,000 3,793,470 3,640,907 41500 Payment In Lieu Of Taxes 5,070 12,243 14,635 15,000 45101 Principal -Special Assmt 175,241 150,000 Industrial District Tax 41400 IDA Revenue 28,334,286 29,324,277 29,357,251 30,947,483 TOTAL TAXES 54,464,312 55,926,335 56,573,730 59,450,796 Licenses & Permits 4200 I Building 845,850 639,000 700,000 700,000 42002 Plumbing 75,293 56,000 75,000 68,000 42003 Mech & Air Conditioning 43,416 51,000 66,000 61,000 42004 Housemoving 175 42005 Multi-Family Dwellings 66,622 63,000 65,077 73,000 42006 Electrical 116,798 84,000 99,000 94,000 42007 Demolition 2,265 2,000 1,340 2,000 42008 Mobile Homes 4,920 1,100 3,755 1,700 42009 Sign Operating 27,187 93,000 89,000 25,000 42010 Contractor Registratn Fee 13,850 14,000 9,250 13,000 42012 GIS Fee 12,510 8,000 42014 Garage Sale Permit 19,390 18,000 14,000 17,000 42021 Health 178,763 170,000 175,600 170,000 42031 Alcoholic Beverage 27,755 32,000 28,000 28,000 42032 Taxi Cab 1,625 1,400 225 1,400 42036 Waste Collection Permit 40 260 50 42041 Pipeline Fees 51,616 48,200 48,800 45,000 42045 OEM Permit Fees 1,235 425 7,000 5,000 42091 Miscellaneous 10,440 13,000 18,000 25,000 Total Licenses & Permits 1,487,240 1,286,125 1,412,817 1,337,150 Intergovernmental 43104 FEMA 196,350 89,295 28,000 60,000 43113 Bright Star (GCCISD) 168,488 160,000 160,000 43115 Truancy Program (GCCISD) 41,325 38,688 38,688 38,688 5-6 CITY OF BAYTOWN GENERAL FUND REVENUE DETAIL Actual Budget Estimated Adopted Revenue 2012-13 2013-14 2013-14 2014-15 43208 Dept Of Transportation 69,204 79,005 21,000 70,000 43213 TXDPS 3,455 43301 Emergency Svcs. Revenue 457,500 460,000 460,000 460,000 43315 H-GAC 43,128 35,480 42,546 35,000 Total Intergovernmental 975,995 862,468 753,689 663,688 Charges for Services 44112 Recovery of Damages 23,100 20,000 8,000 19,000 44113 Subdivision Filing Fee 8,883 14,590 12,200 8,000 44114 Vital Statistics 83,284 60,000 62,650 60,000 44115 Animal Control Fees 48,385 48,000 42,325 48,000 44116 Weed Mowing 78,056 60,000 105,000 80,000 44121 Ambulance 1,291,608 1,267,160 1,400,000 1,400,000 44137 False Alarm Registration & Fees 16,645 7,500 26,500 22,000 44141 Curbs & Drainage 2,160 1,000 4,200 2,000 44305 Other Academy Fees-Outside 16,499 18,000 10,000 10,000 Total Charges for Services 1,568,620 1,496,250 1,670,875 1,649,000 Cultural & Recreational 44201 Facility Rental 76,858 59,300 64,000 75,000 44202 Special Events Revenue 37,653 22,000 30,000 35,000 44204 Vending Machines 235 44205 Leisure Programs 28,653 17,000 18,775 17,000 44207 Athletics Fees 75,035 60,000 70,000 67,000 Total Cultural & Recreational 218,199 158,300 183,010 194,000 TOTAL SERVICES CHARGES 1,786,819 1,654,550 1,853,885 1,843,000 Fines & Forfeitures 45001 Municipal Court 1,898,693 1,900,000 1,850,000 1,900,000 45002 Library 43,234 43,689 40,000 41,500 45005 Motor Carrier Violations 248,398 255,000 262,350 255,000 Total Fines & Forfeitures 2,190,325 2,198,689 2,152,350 2,196,500 Miscellaneous 46023 Fire Inspection Fees 17,254 15,000 15,000 15,000 49001 Sale of City Property 37,168 13,300 49003 Interest on Investment 533,718 150,000 523,000 300,000 49004 Interest on Receivables 124 49009 Rental of Land-Comm. Towers 113,638 86,250 85,000 80,000 49010 Phone Commissions 15,013 10,000 13,245 10,000 49012 Service Charge-(Contra) (170) 5 49029 Plans & Specs 1,350 1,000 520 1,000 49040 Settlement Proceeds 500 49041 Passport Fees 89,875 40,000 81,000 80,000 49042 Library Print Fees 21,616 13,000 13,580 13,000 49091 Miscellaneous 110,223 200,000 350,000 472,420 49093 Overages & Shortages 2,059 200 200 Total Miscellaneous 941,744 515,450 1,095,269 971,625 TOTAL REVENUES 61,846,435 62,443,617 63,841,740 66,462,759 5-7 CITY OF BAYTOWN GENERAL FUND REVENUE DETAIL Actual Budget Estimated Adopted Revenue 2012-13 2013-14 2013-14 2014-15 Transfers 61231 From Odd Trust & Agency 272,993 171,000 171,000 167,000 61232 From Hotel/Motel Fund 10,800 10,800 10,800 61351 From CIPF 500,000 61500 From Solid Waste Fund 206,489 206,489 206,489 250,000 61502 From Aquatics Fund 100,000 61505 From Storm Water Fund 723,000 728,781 728,781 728,781 61520 From Water & Sewer Fund 1,954,274 1,954,274 1,954,274 2,454,274 62215 From MDD 300,000 300,000 300,000 300,000 62216 Transfer from TIRZ 103,957 103,957 116,313 125,000 62510 From BAWA 250,000 250,000 250,000 350,000 Total Other Financing Sources 4,310,713 3,725,301 3,737,657 4,485,855 TOTAL REVENUES & TRANSFERS $ 66,157,148 $ 66,168,918 $ 67,579,397 $ 70,948,614 5-8 CITY OF BAYTOWN GENERAL FUND 101 BUDGET SUMMARY BY DEPARTMENT Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 (;eneral(;overnn~ent 10 10 General Administration $ I,I5I,326 $ 1,205,814 $ 1,200,552 $ I,301,294 I 030 Fiscal Operations 1,993,5I8 2,389,733 2,341,9I5 2,483,101 I 060 Legal Services 764,550 797,080 790,631 836,771 1070 ITS 1,95I,593 2,024,8I5 2,005,734 2,449,966 1080 Planning and Development Svcs. 1,467,700 I,711,477 I,586,843 1,784,193 1140 Human Resources 855,448 950,570 880,186 931,630 1170 City Clerk 526,686 555,578 510,886 571,031 1171 Court of Record 1,119,537 1,191,411 1,164,388 1,249,554 1180 City Facilities 166,267 183,360 191,564 192,300 1190 General Overhead 3,903,931 3,994,154 3,699,271 4,411,312 Total General Government 13,900,556 15,003,992 14,371,970 16,211,152 Public Safety 2000 Police 17,077,602 18,852,293 19,282,880 20,770,200 2020 Fire & EMS 13,301,905 16,234,354 15,559,I78 17,559,585 2025 Communications 1,223,434 1,420,050 1,436,30I 1,684,637 2030 Emergency Management 636,434 544,053 555,099 505,425 2040 Emergency Medical Services 583,987 Total Public Safety 32,823,362 37,050,750 36,833,458 40,519,847 Public Works 3000 Public Works Administration 425,866 376,592 390,711 375,618 3010 Streets & Drainage 1,619,191 1,791,734 1,822,885 1,863,676 3020 Traffic Control 1,083,812 1,222,737 1,083,711 1,050,622 3030 Engineering 842,750 939,833 944,191 985,437 Total Public Works 3,971,619 4,330,896 4,241,498 4,275,353 Health & Welfare 4000 Health & Welfare 2,177,546 2,262,001 2,261,660 2,380,651 Culture & Leisure 5000 Parks & Recreation 3,543,394 3,802,138 3,843,289 4,103,467 6000 Library 2,266,617 2,389,152 2,643,286 2,672,435 Total Culture & Leisure 5,810,011 6,191,290 6,486,575 6,775,902 Capital 2,583,796 4,606,176 4,026,840 3,950,605 Transfers Out 2,482,745 2,225,093 2,176,805 1,535,387 (;eneral Fund Total $ 63,749,634 $ 71,670,198 $ 70,398,806 $ 75,648,897 5-9 CITY OF BAYTOWN GENERAL FUND 101 BUDGET SUMMARY BY ACCOUNT Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 71002 Regular Wages $ 29,287,986 $ 33,190,452 $ 32,455,078 $ 35,458,212 71003 Part Time Wages 560,701 606,180 628,773 703,429 71009 Overtime 1,828,892 1,428,610 1,901,665 1,743,409 71010 Election Worker 18,000 71011 Extra Helpffemporary 42,571 8,400 15,335 8,400 71021 Health Insurance 5,310,661 5,987,670 5,990,573 6,366,597 71022 TMRS 5,697,418 6,606,509 6,512,803 6,812,800 71023 FICA 2,278,073 2,651,528 2,720,926 2,784,249 71028 Workers Compensation 458,291 554,841 545,449 582,696 71041 Allowances 188,520 191,400 256,868 319,054 71043 Employee Incentives 2,860 161,747 154,747 546,068 71052 Salary Savings (500,000) (500,000) (500,000) 71081 Retired Employee Benefits 1,649,288 1,607,460 1,589,767 1,751,811 71091 Prsnl Srvices Reimbursed (4,8152 Total Personnel Services 47,300,446 52,512,797 52,271,984 56,576,725 72001 Office Supplies 191,266 200,034 194,879 204,632 72002 Postage Supplies 76,639 85,002 70,076 88~616 72004 Printing Supplies 63,677 79,448 77,217 112,648 72005 Animal Feed Supplies 6,889 7,109 8,212 8,764 72006 Clothing Allowance 24,915 29,040 28,900 30,840 72007 Wearing Apparel 299,502 364,840 348,424 367,713 72010 Garbage Bags 211 600 550 600 72011 Disaster Supplies 11,725 12,000 12,000 13,120 72016 Motor Vehicle Supplies 1,095,903 1,182,466 1,108,359 1,187,745 72019 Supplies Purch For Resale 20,162 22,000 21,379 22,000 72021 Minor Tools 143,517 178,733 179,835 239,927 72022 Fuel For Generators 431 10,000 12,000 72023 Library Materials 262,762 255,000 255,000 255,000 72026 Cleaning & Janitorial Sup 95,936 95,737 99,975 98,956 72031 Chemical Supplies 107,609 144,663 141,923 150,113 72032 Medical Supplies 85,190 100,109 100,349 110,099 72036 Identification Supplies 31,967 35,759 35,668 54,797 72041 Educational Supplies 200,434 236,621 227,624 331,696 72045 Computer Software Supply 7,104 52,773 55,845 148,496 72046 Botanical Supplies 5,956 9,500 8,726 12,150 72056 Street Marking Supplies 91,231 100,000 100,000 20,000 72061 Meeting Supplies 11,472 12,300 12,700 14,300 72090 Print Shop Supplies 3,770 6,000 6,000 6,000 Total Supplies 2,838,268 3,209,734 3,103,641 3,490,212 73001 Land Maintenance 72,872 98,016 94,100 94,048 73011 Buildings Maintenance 346,514 302,108 305,075 345,658 73012 Docks & Piers Maintenance 44 500 200 500 73013 Recreation Equip Maint 45,171 19,500 19,278 28,057 73021 Filtration Plants Maint 168 73022 Sanitary Sewers Maint 1,200 600 1,200 73025 Streets Sidewalks & Curbs 279,899 257,900 255,320 258,200 73026 Storm Drains Maint 31,198 40,000 30,000 30,000 73027 Heat & Cool Sys Maint 62,281 78,696 86,837 83,635 73028 Electrical Maintenance 100,071 87,953 87,548 98,500 5-10 CITY OF BAYTOWN GENERAL FUND 101 BUDGET SUMMARY BY ACCOUNT Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 73039 Miscellaneous Maint 2,540 2,500 2,500 2,500 73041 Furniture/Fixtures Maint 16,993 25,736 22,484 23,086 73042 Machinery & Equip Maint 761,571 686,942 690,771 883,659 73043 Motor Vehicles Maint 831,018 694,703 769,710 763,803 73044 Street Signs Maint 75,905 77,000 82,000 89,450 73045 Radio & Testing Equipment 64,459 65,000 65,000 108,500 73046 Books -Maintenance 53,424 63,807 58,315 61,313 73048 Signal Systems Maint 95,088 107,000 107,000 107,500 73049 Barricades Maint 5,291 11,000 10,500 7,000 73053 Vehicle Repair-Collision (6,981) 9,000 9,000 9,000 73055 Maintenance On Computers 68,374 79,700 79,000 136,300 Total Maintenance 2,905,899 2,708,261 2,775,238 3,131,909 74001 Communication 428,809 587,168 588,701 590,941 74002 Electric Service 693,625 855,000 752,000 730,000 74003 Street Lighting 784,330 734,112 734,112 750,000 74004 Water & Sewer 675 1,200 1,200 1,200 74005 Natural Gas 70,609 75,490 71,512 75,000 74007 Twc Claims Paid 37,484 68,809 90,000 75,000 74011 Equipment Rental 269,497 358,843 343,948 454,389 74020 Outside Contracts 61,680 84,500 84,500 68,271 74021 Special Services 885,732 1 '177,083 997,502 1,193,933 74022 Audits 64,944 100,000 100,000 72,000 74023 Industrial Appraisal 35,000 35,000 35,000 35,000 74026 Janitorial Services 107,075 115,957 119,868 124,896 74029 Service Awards 24,931 19,200 19,200 19,200 74031 Wrecker Service 4,837 6,600 6,600 6,600 74032 Computer Programing 1,950 1,950 1,950 74036 Advertising 57,435 63,501 58,504 60,201 74041 Travel & Reimbursables (1,345) 74042 Education & Training 444,679 522,669 482,644 587,713 74043 Registration 488 74045 In-State Investigatv Trvl 2,815 4,276 4,246 5,038 74047 Support Of Prisoners 51,409 62,562 60,000 62,562 74051 Non City Facility Rental 20,687 32,618 29,017 30,492 74054 Council Reimbursables 557 6,200 3,000 6,200 74056 Vacant Lot Cleaning 139,192 138,426 134,000 140,000 74058 Landfill Fees 77,387 60,610 66,935 80,778 74070 Elections 45,000 70,100 74071 Association Dues 49,873 61,127 55,955 64,176 74082 Confidential 14,163 13,000 13,000 13,000 74123 Instructor Fees 27,000 24,000 22,543 24,000 74210 General Liability Ins 44,587 35,708 33,094 38,058 74211 K-9 Insurance 2,166 3,172 5,396 6,205 74220 Errors & Omissions 61,451 66,211 67,832 78,007 74230 Law Enforcement Liability 43,611 49,876 51,556 59,289 74240 Auto Liability 119,387 151,218 141,566 169,879 74241 Auto Collision 95,450 106,945 107,691 129,229 74242 Auto Catastrophic 2,220 3,000 3,000 3,600 74271 Mobile Equipment 17,900 17,763 19,657 22,606 74272 Real & Personal Property 150,690 201,452 230,275 264,816 5-11 CITY OF BAYTOWN GENERAL FUND 101 BUDGET SUMMARY BY ACCOUNT Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 74277 Flood Insurance 66,954 60,000 50,000 62,500 74280 Bonds 2,273 2,500 2,500 74281 Employee Fraud 4,130 4,542 4,416 5,078 74290 Mise Liability 2,273 2,500 74295 Deductibles 76,699 170,583 200,000 230,000 74999 Perf Cont Energy Savings 83,715 83,715 86,226 88,813 Total Services 5,127,073 6,169,086 5,921,646 6,503,220 75001 Contributions (24) 540 252 540 75051 Court Cost II, I 0 I 12,200 15,900 16,700 75062 Medical -Promotions 2,794 75061 Medical -Preemployment 35,631 28,540 23,000 23,000 75064 Medical Services 51,205 62,771 43,500 53,599 77106 Little League Light Contr 12,000 12,000 12,000 12,000 77109 Bytn Beauti Adv Comm-Bbac 12,207 18,000 8,000 15,000 Total Sundry & Other 124,914 134,051 102,652 120,839 Total Operating 58,296,601 64,733,929 64,175,161 69,822,905 80001 Furniture & Equip <$5,000 457,418 98,900 87,801 81,906 80021 Special Programs 363,637 508,436 385,000 392,555 81001 Land Purchase 85,000 85,000 81011 Signs 39,903 30,000 24,953 82011 Building & Improvements 572,519 494,731 609,436 83025 Streets Sidewalks & Curbs 180,545 250,000 250,000 350,000 83026 Storm Drains 79,467 80,000 80,000 80,000 83027 Heating & Cooling System 88,000 88,000 83039 Other Improvements 17,804 11,500 10,364 25,000 84041 Furniture & Fixtures 13,200 13,019 13,200 84042 Machinery & Equipment 280,984 962,196 956,468 1,284,971 84043 Motor Vehicles 450,355 1,046,413 1,002,543 886,204 84047 Computer Software 19,367 500 500 80,000 84052 Heavy Equipment 228,579 123,408 123,094 70,083 84061 Other Equipment 49,000 66,750 36,485 77,250 85001 Construction 39,727 300,000 275,000 85011 Engineering 50,000 50,000 86011 Capital Lease Payment 114,248 64,354 63,882 Total Capital Only 2,321,034 4,351,176 4,026,840 3,950,605 91201 To Municipal Ct Security 32,471 58,520 40,544 61,020 91226 To Miscellaneous Police 68,876 92,949 79,394 96,006 91231 To Odd Trust & Agency 5,240 91291 To Emergency Management 9,350 10,000 10,000 91296 To Nature Center 4,621 91298 To Wetland Research Ctr 164,266 191,701 179,565 189,104 91350 To Gen Capital Proj Fund 91,700 91351 To Capital Improvement Prg 1,189,254 560,000 560,000 540,000 91401 ToG 0 IS 340,548 235,014 235,014 91450 To Accrued Leave-General 850,000 850,000 850,000 350,000 91540 To Bayland Island 280,395 37,549 37,549 5-12 CITY OF BAYTOWN GENERAL FUND 101 BUDGET SUMMARY BY ACCOUNT Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 91550 To Internal Service Fnd 153,935 161,242 161,242 163,121 91552 To Warehouse Operations 37,664 43,497 43,497 44,436 Total Other Financing Uses 3,131,999 2,245,093 2,196,805 1,535,387 99001 Contingencies 40,000 40,000 99002 Unforeseen/New Initiative 300,000 300,000 Total Contingencies 340,000 340,000 TOTAL EXPENDITURES $ 63,749,634 $ 71,670,198 $ 70,398,806 $ 75,648,897 5-13 CITY OF BAYTOWN PROGRAM SUMMARY ltOlO GENERAL ADMINISTRATION! Program Description The General Administration Department consists of three main divisions, the City Manager's office, the City Council and Public Affairs. It also includes expenditures that are not directly associated with any other department within the General Fund. The City Manager is the chief executive and administrative officer of the City and is responsible for general administration of the City's affairs and serves as a liaison between the policy making and administrative branches of the City government. The City Manager provides City Council with the information needed to conduct the affairs of the City and coordinate the implementation of their decisions. This division oversees the operations of all city departments and reviews and updates management policies and regulations. Major Goals • Ensure delivery of City services in an effective and efficient manner through responsible administration. • Ensure that the response to citizen complaints and requests for action are performed in a timely manner. • Assist in the development of neighborhood organizations and coordinate implementation of neighborhood improvement projects and activities. 5-14 • Conduct City Council meetings in accordance with the provisions of the City Charter and Ordinances. • Continue to provide quality information the citizens receive from local government by working with educational, business and neighborhood groups to communicate city events, public hearings and city staff initiatives. • Coordinate Council activities, negotiate contracts and supervise the staff to provide efficient and effective municipal services to the City of Baytown. Major Objectives • Provide the Council with timely and meaningful information. • Maintain up-to-date policies and regulations. • Encourage an innovative approach to problem resolution. • Supervise and coordinate the staff and provide oversight to all departmental operations. • Maintain a long-range outlook and provide the Council with recommendations for the future. • Act as the City's ambassador in developing and maintaining relations with outside agencies. CITY OF BAYTOWN SERVICE LEVEL BUDGET I tOtO GENERAL ADMINISTRATION Actual Budget Estimated Adopted Acct# Acct Description 20t2-t3 20t3-t4 20t3-t4 20t4-15 7t00 Personnel Services 71002 Regular Wages $ 753,000 $ 768,230 $ 777,312 $ 822,018 71003 Part Time Wages 2,280 71009 Overtime 51 71021 Health Insurance 73,200 80,520 80,520 84,549 71022 TMRS 139,857 144,459 145,714 152,767 71023 FICA 48,322 58,289 53,690 62,628 71028 Workers Compensation 1,252 1,271 1,289 1,352 71041 Allowances 15,660 15,600 15,600 19,200 Total Personnel Services 1,033,622 1,068,369 1,074,125 1,142,514 7200 Supplies 72001 Office Supplies 3,851 6,800 4,900 6,800 72002 Postage Supplies 352 700 700 700 72004 Printing Supplies 17,526 22,200 20,400 50,400 72007 Wearing Apparel 21 500 500 500 72041 Educational Supplies 141 1,600 1,600 1,600 Total Supplies 21,891 31,800 28,100 60,000 7300 Maintenance 73041 Furniture/Fixtures Maint 42 500 250 500 Total Maintenance 42 500 250 500 7400 Services 74021 Special Services 23,690 34,100 33,132 23,500 74029 Service Awards 512 74036 Advertising 6,019 6,000 6,000 6,000 74042 Education & Training 51,338 42,150 39,250 44,670 74054 Council Reimbursables 557 6,200 3,000 6,200 74071 Association Dues 13,655 16,695 16,695 17,910 Total Services 95,771 105,145 98,077 98,280 Total Operating 1 ,IS 1,326 1,205,814 1,200,552 1,301,294 8000 Capital Outlay 80001 Furniture & Equip <$5,000 2,007 5,500 2,000 5,000 80021 Special Programs 45,000 45,000 84047 Computer Software 500 500 Total Capital Outlay 2,007 51,000 47,500 5,000 TOTAL DEPARTMENT $ 1,153,333 $ 1,256,814 $ 1,248,052 $ 1,306,294 5-15 CITY OF BAYTOWN PROGRAM SUMMARY lt030 FISCAL OPERATIONS I Program Description Within the General Fund, the Fiscal Operations Department consists of Finance Administration, Accounting, Treasury, Budgeting, Cash Management and Purchasing. This Department is responsible for administering the City's fiscal affairs in accordance with applicable local, state and federal guidelines. The Department manages the annual audit, annual budget and advises management on all aspects of financial planning and debt management for the City. The Department is responsible for collection and disbursement of all City funds and implementation of effective internal control systems for the City of Baytown. The Department also actively manages the City's investment portfolio in compliance with the Public Funds Investment Act (PFIA) and the adopted investment policy. Major Goals • Ensure that all financial transactions are reported timely and accurately and in compliance with General Accepted Accounting Principles along with appropriate internal controls. • Provide financial information to users in the form, frequency and timeliness needed for management decisions, managing the City's assets and planning for future financial growth. • Provide quality budget development and analysis services to foster financial accountability and responsible use of City funds. • Promote a better understanding of financial policies and procedures among internal and external customers. • Purchase quality goods and services in a timely and cost-effective manner. Improve purchasing practices within the user departments to control costs and increase efficiency of city operations. • Review and improve cash collection procedures throughout the City. • Continue to structure the City's portfolio to meet the investment strategy and cash liquidity needs. Workload Measures 1. Investment portfolio (in millions) 2. Annual AlP & Payroll checks 3. Annual purchase orders issued 4. Annual contracts 5. Active grants Performance Measures I. Tax collections as a % of levy 2. Annual estimated yield 3. Weighted avg. maturity of portfolio (days) 4. Invoices paid in 30 days 5. GFOA Award for Budget, CAFR & PAFR 5-16 Major Objectives • Continue to develop financial policies that will provide financial stability and continuity in a changing political and economic environment. • Achieve efficiencies in accounting and reporting activities through greater use of information technology. • Continue staff professional and technical growth. • Continue to obtain the GFOA Distinguished Budget Presentation Award, the GFOA Certificate of Achievement for Excellence in Financial Reporting, Texas Comptroller Leadership Circle Gold Member Award and the P AFR Popular Annual Financial Reporting (PAFR) Award. • Review and refinement of investment policy to stay in compliance with PFIA. Services Provided • Financial planning and oversight of all financial applications: Municipal Court, Parks, EMS, Inspections and Utility Billing. • Maintain Component Units Financial Reporting. • Check issuance: payroll and accounts payable. • All City collections, deposits, investments and cash/debt management. • Project cost management and reporting. • Utility billing and customer service. • Budget management and preparation. • Financial reporting, internal control and annual audit. • Fixed assets tracking and reporting. • Grant assistance and reporting. • Warehouse services: supplies, materials and fleet parts. • Procurement services: purchase orders and annual contracts. • General financial support and assistance to City Manager and City Departments. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 $137.1 $160.0 $150.0 $153.0 14,961 14,500 14,137 14,700 7,500 7,000 8,000 8,000 85 100 100 100 31 30 30 30 95% 95.25% 95.25% 96% 0.17% 0.30% 0.20% 0.25% 72 100+ 90 100+ 99% 99% 99% 99% 3 3 3 3 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11030 FISCAL OPERATIONS Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 1,014,337 $ 1,109,205 $ 1,085,436 $ 1,162,138 71003 Part Time Wages 991 58,153 60,943 33,519 71009 Overtime 7,767 13,764 13,029 18,500 71011 Extra Helpffemporary 12,081 71021 Health Insurance 182,086 190,229 190,229 199,750 71022 TMRS 187,890 211,000 203,802 216,325 71023 FICA 74,493 87,014 107,517 90,080 71028 Workers Compensation 2,099 2,708 2,130 2,592 71041 Allowances 10,624 10,800 10,800 10,800 Total Personnel Services 1,492,368 1,682,873 1,673,886 1,733,704 7200 Supplies 72001 Office Supplies 19,542 19,830 19,301 19,830 72002 Postage Supplies 5,241 7,400 7,379 7,400 72004 Printing Supplies 904 3,100 3,100 3,100 72007 Wearing Apparel 305 400 400 400 72016 Motor Vehicle Supplies 4,509 4,900 4,900 4,900 72021 Minor Tools 1,537 2,000 2,000 2,000 72041 Educational Supplies 36 300 250 300 Total Supplies 32,074 37,930 37,330 37,930 7300 Maintenance 73041 Furniture/Fixtures Maint 339 500 498 500 73043 Motor Vehicles Maint 1,509 1,000 1,000 1,000 Total Maintenance 1,848 1,500 1,498 1,500 7400 Services 74001 Communication 413 74011 Equipment Rental 11,030 14,000 11 '140 10,000 74021 Special Services 332,318 480,858 454,807 555,862 74022 Audits 64,944 100,000 100,000 72,000 74023 Industrial Appraisal 35,000 35,000 35,000 35,000 74036 Advertising 2,589 2,601 2,601 2,601 74042 Education & Training 17,766 31,791 22,473 30,524 74071 Association Dues 3,168 3,180 3,180 3,980 Total Services 467,228 667,430 629,201 709,967 Total Operating I ,993,518 2,389,733 2,341,915 2,483,101 TOTAL DEPARTMENT $ 1,993,518 $ 2,389,733 $ 2,341,915 $ 2,483,101 5-17 CITY OF BAYTOWN PROGRAM SUMMARY \1060 LEGAL SERVICES I Program Description The Legal Department is a service-oriented department providing counsel to the City Council, the Baytown Area Water Authority (BA W A), the Baytown Crime Control and Prevention District (CCPD), the Baytown Fire Control, Prevention, and Emergency Medical Services District (FCPEMSD), and the Baytown Municipal Development District (MOD), as well as to their boards and commissions. The department also tenders legal advice to officers and employees of the City relating to their powers and duties in such capacities. Legal services provided by the department include drafting and negotiating contracts, securing pre-clearance for all municipal elections, prosecuting violations of the transportation, health and penal codes as well as the Code of Ordinances, and representing and coordinating the representation of the City in various civil matters ensuring that the rights and interests of the City are being appropriately protected and pursued. Major Goals • Provide dependable legal advice to the City Council and to the Boards of Directors of BA W A, CCPD, FCPEMSD, and MOD and their boards and commissions as well as the officers and employees of the City. • Draft, review and negotiate legal instruments for City projects in order to achieve the desired project goals while ensuring that the City's interests are adequately protected. 5-18 • Represent the City, BAWA, CCPD, FCPEMSD, and MOD in all legal proceedings in an effective, zealous manner. • Prosecute all cases filed in Municipal Court. • Remain current on all state and federal laws and regulations applicable to the City, BA WA, CCPD, FCPEMSD, and MOD. • Serve on the negotiating team in the firefighter collective bargain process. Major Objectives • Legal counsel ). Support all legal opm1ons, whether written or oral, with case or statutory authority, as appropriate. ). Ensure that all requests for written opinions are honored in a timely manner. • Legal representation ). Zealously represent the City, BA WA, CCPD, FCPEMSD, and MOD and protect their prospective interests. ). Ensure court-imposed deadlines are met. ). Ensure that all witnesses are advised in a timely manner of trial settings. • Legal documentation ). Ensure all contracts accomplish the intended purposes while providing sufficient protections. ). Maintain all written opinions issued by the department in an opinion book for future reference. CITY OF BAYTOWN SERVICE LEVEL BUDGET 11060 LEGAL SERVICES Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 467,467 $ 473,651 $ 478,662 $ 499,531 71009 Overtime 1,703 5,049 3,010 5,116 71021 Health Insurance 54,900 60,390 60,390 63,412 71022 TMRS 87,112 90, Ill 90,312 93,369 71023 FICA 32,971 35,478 35,023 37,492 71028 Workers Compensation 612 620 629 658 71041 Allowances 9,637 9,600 9,600 9,600 Total Personnel Services 654,402 674,899 677,626 709,178 7200 Supplies 72001 Office Supplies 3,009 3,300 3,280 4,500 72002 Postage Supplies 349 1,000 760 1,000 72045 Computer Software Supply 5,000 Total Supplies 3,358 4,300 4,040 10,500 7300 Maintenance 73046 Books -Maintenance 30,445 36,838 32,875 34,294 Total Maintenance 30,445 36,838 32,875 34,294 7400 Services 74021 Special Services 59,926 55,000 55,000 60,000 74042 Education & Training 11,994 18,160 14,440 15,164 74071 Association Dues 2,440 3,383 2,150 3,635 Total Services 74,360 76,543 71,590 78,799 7500 Sundry Charges 75051 Court Cost 1,985 4,500 4,500 4,000 Total Sundry & Other 1,985 4,500 4,500 4,000 Total Operating 764,550 797,080 790,631 836,771 TOTAL DEPARTMENT $ 764,550 $ 797,080 $ 790,631 $ 836,771 5-19 CITY OF BAYTOWN PROGRAM SUMMARY lt070 INFORMATION TECHNOLOGY SERVICES I Program Description The Information Technology Systems (ITS) Department has the responsibility of effectively administering all enterprise information technology throughout the City. ITS is responsible for the computers, cellular telephones, 2-way radios, and voice-over-ip (VoiP) telephone system for all City departments. ITS assists those departments in providing quality services to the community through the utilization of effective systems. Major Goals • Provide exceptional customer service to all City departments • Provide hardware and software expertise to all City departments to maintain a highly productive workplace Workload Measures 1. Total desktops/laptops/tablets supported 2. Total physical/virtual servers supported • Ensure all enterprise services are fit for use and purpose • Expand knowledge of, and partnerships with, other public entities in the greater Houston area Major Objectives • Recapitalize the Cisco core network infrastructure • Transition all Departments to Xerox multi-function devices (print/scan/fax) • Upgrade the SunGard Finance Plus and Community Plus software suites • Upgrade and expand the ExecuTime time and scheduling software • Overhaul all aspects of the City website Actual 2012-13* Budget Estimated Projected 2013-14 2013-14 2014-15 532/218/11 546/229/14 566/260/14 27170 25/80 25/90 3. Total business applications supported (excluding standard desktop) 52 52 52 4. Total network printers/point of sales units 5. Total sites supported 6. Total cellular/desktop phones supported 7. Tota1700Mhz/800Mhz radios supported 8. Total public safety vehicles with data connectivity 9. Total hours of training completed 10. Total calls for service *Started during Fiscal Year 2013-14 Su orted Sites: Police Administration Police Academy Police Substation Police Jail Police CVT Police Gun Range Fire Administration Fire Station 1 Fire Station 2 Fire Station 3 Fire Station 4 Fire Station 5 Fire Station 6 Fire Station 7 EMS Station Emergency Management Municipal Court BAWA Public Works Administration 5-20 Site Address: 3200 N. Main Street 203 E. Wye Drive 3530 Market Street 31 00 N. Main Street 307 S. Main 3307 McLean Rd. 201 E. Wye Drive 4123 Garth Road 2323 Market Street 3311 Massey Tompkins Road 910 E. Fayle 7210 Bayway Drive 1 0 166 Pinehurst Drive 7215 Eastpoint Blvd. 109 S. Main 205 E. Wye Drive 3120 N. Main Street 7425 Thompson Road 2123 Market Street 149/35 125/37 110/37 37 38 38 155/495 218/496 238/512 872 855 865 152 162 178 226 680 840 2,430 2,679 2,830 lt070 INFORMATION TECHNOLOGY SERVICES So orted Sites: Public Works Traffic Public Works Central District Plant Public Works East District Plant Public Works West District Plant Public Works Northeast District Plant Health Administration Health Animal Services Health Mosquito Control City Hall Utility Billing Parks Administration Parks Service Center Parks Wetlands Center Parks N.C. Foote Park Parks Nature Center Parks Pirate's Bay Water Park Library Tech Garage ITS Sho Site Address: 21 03 Market Street 1709 W. Main Street 3030 Ferry Road 15101-10 East 8808 Needlepoint Road 220 W. Defee 405 N. Robert Lanier Drive 806 W. Nazro Street 240 1 Market Street 2505 Market Street 2407 Market Street 121 0 Park Street 1724 Market Street 2428 West Main 6213 Bayway Drive 5300 East Road 1009 W. Sterling Avenue 2511 Y2 Cedar Bayou Rd. 21 0 I Market Street 5-21 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11070 INFORMATION TECHNOLOGY SERVICES Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 7I002 Regular Wages $ 616,782 $ 683,908 $ 679,562 $ 79I,99I 7I003 Part Time Wages 5,798 7I009 Overtime 20,800 2,232 I5,626 I5,000 71021 Health Insurance I 09,800 120,780 120,780 137,393 71022 TMRS 122,624 136,809 134,064 I54,368 71023 FICA 48,314 54,020 54,404 6I,502 71028 Workers Compensation 2,355 3,97I 3,524 3,862 71041 Allowances 35,584 36,000 4I,805 43,200 Total Personnel Services 962,057 1,037,720 1,049,765 I ,207,3I6 7200 Supplies 72001 Office Supplies 7,770 8,930 3,750 8,500 72002 Postage Supplies 139 550 75 250 720I6 Motor Vehicle Supplies 966 1,750 72021 Minor Tools 527 2,750 2,000 3,000 72045 Computer Software Supply I,OOO Total Supplies 9,402 14,980 5,825 11,750 7300 Maintenance 73011 Buildings Maintenance 1,500 1,950 800 1,500 73027 Heat & Cool Sys Maint I,300 I,OOO 1,250 73042 Machinery & Equip Maint 666,780 570,9I6 570,000 754,150 73043 Motor Vehicles Maint 794 1,000 I44 73045 Radio & Testing Equipment 62,654 63,000 63,000 I05,500 73055 Maintenance On Computers 68,374 79,700 79,000 136,300 Total Maintenance 800,I02 7I7,866 713,944 998,700 7400 Services 74001 Communication 1,015 794 700 1,700 74002 Electric Service 3,351 4,000 4,000 4,000 74011 Equipment Rental 123,176 I73,600 170,000 150,000 74021 Special Services 3,555 10,000 3,000 11,000 74042 Education & Training 28,936 45,755 38,000 65,000 7407I Association Dues 100 500 500 Total Services 160,032 234,249 2I6,200 232,200 Total Operating I ,931,593 2,004,8I5 1,985,734 2,449,966 8000 Capital Outlay 8000I Furniture & Equip <$5,000 52,205 84042 Machinery & Equipment 29,620 I23,270 I20,000 562,000 Total Capital Outlay 8I,825 I23,270 I20,000 562,000 9000 Other Financing Uses 91351 To Capital Improvement Prg 20,000 20,000 20,000 Total Other Financing Uses 20,000 20,000 20,000 TOTAL DEPARTMENT $ 2,033,418 $ 2,148,085 $ 2,I25,734 $ 3,011,966 5-22 BAYTOWN 5-23 CITY OF BAYTOWN PROGRAM SUMMARY 11080 PLANNING AND DEVELOPMENT SERVICES I Program Description The Planning and Development Services Department, in three divisions, leads the City's efforts in long-range and neighborhood planning; it implements the zoning, subdivision, and building codes by providing services to developers and residents; provides annexation analysis and service plans; implements the city's community block grant program and provides building permit and inspection services. The department provides staff support to the Planning and Zoning Commission, Community Development Advisory Committee, Construction Advisory and Appeals Board, Sign Committee, Zoning Board of Adjustments, and the Development Review Committee. The Building Division gains compliance with Urban Rehabilitation Standards, implements premises standards, lodging standards, gains compliance with substandard building requirements, multi-family dwellings and manufactured home park ordinances. The division implements FEMA and other floodplain management standards. Major Goals • Successfully implement the ULDC and the new zoning districts and propose amendments to the new code as necessary • Implement successfully the first Neighborhood Improvement Project with the target neighborhood • Continue updating codes, addressing subdivision regulations and parking Workload Measures I. Annexation service plans developed 2. Plats reviewed (includes re-submittals) 3. New residential permits 4. New commercial permits 5. Sign permits and renewals (every other year) 6. Electrical permits 7. All other permits (includes remodel) Performance Measures 1. Zoning inspections (violations) 2. Plan reviews 3. Field inspections 4. Customer service contacts (Telephone and walk-ins) 5-24 • Continue process improvements at the One Stop Shop permit counter • Continue to improve interdivisional relationship inside the department and interdepartmental relationships in the development review process • Update the comprehensive plan • Work on an RFP, contract and project to narrow the Cedar Bayou Crossings • Begin work to implement an annexation plan. Major Objectives • Work with individual neighborhoods, developers and property owners for better education concerning the new code and to assist them with issues they may have concerning the code or mapping. • Work with the neighborhood on education concerning program availability, how to establish an on-going neighborhood committee or community association to look after their needs. • Any new code may need amendments to address glitches so we will do that work this year as well as begin the work on parking and subdivision regulations. • The comprehensive plan update will be a significant effort that will include meetings with council, planning and zoning commission, citizens, developers and neighborhoods. • Begin, with Engineering Department to work with consultants on Cedar Bayou Crossings. Actual Budget 2012-13 2013-14 5 4 63 48 118 81 YTD 29 18 YTD 91 692 1,170 636 YTD 5,945 3,056 YTD 37 1,385 13,867 9,000 50 1,090 6,423 9,500 Estimated Projected 2013-14 2014-15 4 6 96 96 162 162 36 36 1,189 90 1,275 1,272 6,112 6,112 40 2,180 12,846 26,318 45 2,180 12,846 27,500 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11080 PLANNING AND DEVELOPMENT SERVICES Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 941,966 $ 1,038,565 $ 1,016,748 $ 1,147,282 71009 Overtime 1,745 7,264 5,250 5,250 71011 Extra Help/Temporary 4,693 71021 Health Insurance 169,275 196,268 199,171 211,370 71022 TMRS 174,354 195,087 191,383 212,642 71023 FICA 68,286 76,952 77,159 86,208 71028 Workers Compensation 2,428 2,766 2,651 3,098 71041 Allowances 14,575 17,700 17,606 18,600 Total Personnel Services 1,377,322 1,534,602 1,509,968 1,684,450 7200 Supplies 72001 Office Supplies 7,148 5,000 5,000 5,000 72002 Postage Supplies 22,309 9,500 9,500 9,500 72004 Printing Supplies 5,413 6,500 6,500 7,000 72007 Wearing Apparel 987 800 800 800 72016 Motor Vehicle Supplies 12,345 12,500 12,500 12,500 72021 Minor Tools 1,476 800 800 800 72041 Educational Supplies 1,064 1,150 1,150 1,150 Total Supplies 50,742 36,250 36,250 36,750 7300 Maintenance 73041 Furniture/Fixtures Maint 1,088 1,500 1,500 1,500 73043 Motor Vehicles Maint 10,805 8,000 8,000 8,000 Total Maintenance 11,893 9,500 9,500 9,500 7400 Services 74021 Special Services 6,056 I 06,500 6,500 24,000 74036 Advertising 3,916 4,200 4,200 5,500 74042 Education & Training 14,898 16,500 16,500 19,845 74071 Association Dues 2,873 3,925 3,925 4,148 Total Services 27,743 131,125 31,125 53,493 Total Operating 1,467,700 1,711,477 1,586,843 1,784,193 8000 Capital Outlay 80001 Furniture & Equip <$5,000 945 2,000 2,000 2,000 84043 Motor Vehicles 18,584 21,000 21,000 Total Capital Outlay 19,529 23,000 2,000 23,000 TOTAL DEPARTMENT $ 1,487,229 $ 1,734,477 $ 1,588,843 $ 1,807,193 5-25 CITY OF BAYTOWN PROGRAM SUMMARY ltt40 HUMAN RESOURCES I Program Description The Department of Human Resources is a full service department supporting a comprehensive range of Human Resource needs, many of which are driven by evolving State and Federal legislation. The department performs various Human Resource functions by taking the following actions: developing and interpreting policy; acting as internal consultants to all departments on human resources related issues; maintaining employment practices consistent with applicable legislation; resolving employee concerns, grievances, and appeals; administering and resolving workers' compensation and unemployment issues and claims; providing training and development; maintaining equitable and competitive compensation practices; and managing the City's insurance programs. The department also administers Civil Service, Collective Bargaining and Meet and Confer. Major Goals • Fully implement the Comprehensive Performance Management Program. • Develop and implement continuous Leadership Development. • Contribute to the City's future planning by addressing how to develop current employees to meet the future competency requirements. • Provide employees with training in the areas of: Teamwork/Diversity/Customer Service/Ethics. • Review Health Benefits Program to determine potential cost effective measures. Workload Measures 1. Positions Posted 2. Application/Resumes Processed 3. Jobs Evaluated 4. Training Hours Completed 5. Worker's Comp Cases Processed 6. Motor Vehicle Accidents 7. Motor Vehicle Accidents -At Fault Performance Measures 1. Total positions Filled/Hired/Prom/Transfers 2. Drug Screens/Physicals 3. Employees in orientation 4. Terminations-full time 5. Individuals received training 5-26 • Implement recommendations from the Compensation Study. • Develop guides and training for supervisors in critical HR areas. • Stay abreast of current legislation, especially Healthcare Reform, to assure legal compliance. • Provide advice and guidance to the City Managers, Directors, and Supervisors regarding the implementation of equitable policies and procedures that will benefit all City employees. • Manage and coordinate the City-Wide Safety Program. Be proactive and reduce accidents; and, therefore, reduce workers' compensation costs. • Increase recruiting, staffing, and retention programs. • Continue Collective Bargaining and Meet and Confer negotiations. Major Objectives • Assist management in determining future workforce needs. • Provide management and employees with training opportunities to increase skill levels for improved job performance and career advancement. • Continue to promote Core Values and Foundations for Success. • Provide leadership training opportunities to all supervisors on an ongoing basis. Actual 2012-13 193 11,866 11 1,900 68 70 50 350 720 215 80 400 Budget Estimated Projected 2013-14 2013-14 2014-15 170 160 185 11 ,500 11 ,000 12,000 20 25 10 2,200 2,300 2,300 75 88 80 55 40 52 40 24 30 360 730 200 90 400 330 745 220 78 400 430 845 230 85 500 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11140 HUMAN RESOURCES Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 465,930 $ 488,282 $ 478,508 $ 492,238 71003 Part Time Wages 768 768 71009 Overtime 83 976 950 976 71011 Extra Help/Temporary 13,253 8,400 6,800 8,400 71021 Health Insurance 73,200 80,520 80,520 84,550 71022 TMRS 87,055 92,188 89,714 90,858 71023 FICA 34,064 36,500 36,411 35,950 71028 Workers Compensation 636 657 633 641 71041 Allowances 9,637 9,600 8,132 7,200 71043 Employee Incentives 2,860 9,000 2,000 2,500 Total Personnel Services 686,718 726,123 704,436 724,081 7200 Supplies 72001 Office Supplies 7,810 7,450 7,450 7,450 72002 Postage Supplies 2,273 3,000 2,500 3,000 72041 Educational Supplies 26,803 44,700 40,000 44,700 Total Supplies 36,886 55,150 49,950 55,150 7400 Services 74021 Special Services 31,490 57,072 47,000 57,886 74036 Advertising 8,452 10,800 10,800 10,800 74042 Education & Training 9,165 15,550 8,000 15,550 74071 Association Dues 2,616 4,035 3,000 4,035 Total Services 51,723 87,457 68,800 88,271 7500 Sundry Charges 75061 Medical -Preemployment 30,431 23,540 17,000 17,000 75062 Medical -Promotions 2,794 75064 Medical Services 46,896 58,300 40,000 47,128 Total Sundry & Other 80,121 81,840 57,000 64,128 Total Operating 855,448 950,570 880,186 931,630 8000 Capital Outlay 80021 Special Programs 35,000 84047 Computer Software 80,000 Total Capital Outlay 35,000 80,000 TOTAL DEPARTMENT $ 890,448 $ 950,570 $ 880,186 $ 1,011,630 5-27 CITY OF BAYTOWN PROGRAM SUMMARY lt170 CITYCLERK I Program Description The City Clerk Department maintains official City records, administers elections, assists citizens and departments in search for information, responds to requests for public information, issues various permits, processes recordations and serves as records manager in accordance with State law. The office oversees the preparation and posting of open meetings, including electronic agendas processing, information distribution and meeting setup. The Office administers oaths and statements and facilitates Open Government training processes to all elected and appointed officials. The department also maintains a vital statistics division. Major Goals • Continue to provide training, education and efficient and customer friendly service to internal and external customers as they relate to the Texas Open Meetings Act and Texas Public Information Act. • Plan and undertake general election for district nos. four, five and six, and special municipal election for venue tax with Harris and Chambers counties. • Update Records Management Policy and Program to incorporate City-wide Electronic Records Retention and Disposition Program and an Emergency Management Plan. • Review and update permitting processes, codes and procedures for best practices. • Implement Phase I of Recognition Program for Boards and Commissions. Workload Measures I. Agenda, City Council, others 2. Ordinances/Resolutions indexed 3. Public Information requests 4. Administer City elections 5. Permits issued 6. License/title City vehicles 7. Board member paperwork processed 8. Birth/death certificates issued 9. Records disposed (number of boxes) Performance Measures I. Public Meeting Agendas Processed within the 72 hour notice requirements. Major Objectives • Develop and implement schedules for general and special elections. • Complete a City-wide Records Policy and Public Information Act Training. • Complete a City-wide record disposition and update records coordinator binders. • Update codes, agreements and/or applications associated with tow trucks, taxicabs/drivers, salvage yards, and house moving permits. • Maintain and update City Clerk web pages for elections, boards and commissions and archives of city agendas and minutes. • Administer oaths, statements and training to all elected and appointed officials as it relates to the Texas Open Meetings Act and Texas Public Information Act. • Implement phase one of the Laserfiche Records Management Software in City Clerk's Office. • Continue imaging and indexing of vital and permanent records. • Realign Vital Statistics duties from the Municipal Court to the City Clerk's Office. Actual Budget 2012-13 2013-14 217 171 357 446 700 784 2 1 657 996 92 75 57 58 4,844 5,125 422 880 100% 100% Estimated Projected 2013-14 2014-15 180 200 324 350 2,400 2,500 1 I 1,100 1,200 95 95 69 75 5,000 5,000 950 950 100% 100% 2. Boards and Commissions Appointments and Reappointments completed 100% 100% 100% IOO% 3. Elections held with partnering entities in compliance with State and Local laws. 100% 100% 100% 100% 4. Public Information Requests and Attorney General Submissions Processed within legal guidelines. 100% 100% 100% 100% 5-28 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11170 CITY CLERK Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 261,504 $ 266,423 $ 248,110 $ 276,066 71003 Part Time Wages 6,296 13,291 13,291 71009 Overtime 12,514 7,342 14,500 7,342 71010 Election Worker 18,000 71011 Extra Help/Temporary 1,438 8,535 71021 Health Insurance 45,750 50,325 50,325 52,844 71022 TMRS 50,511 51,376 49,907 52,110 71023 FICA 21,013 22,023 20,515 22,347 71028 Workers Compensation 350 370 346 383 71041 Allowances 3,614 3,600 3,600 3,600 Total Personnel Services 402,990 432,750 395,838 427,983 7200 Supplies 72001 Office Supplies 9,109 11,000 9,500 11,000 72002 Postage Supplies 2,211 4,000 2,800 4,000 Total Supplies 11,320 15,000 12,300 15,000 7300 Maintenance 73046 Books -Maintenance 11,726 11,000 11,000 11,000 Total Maintenance 11,726 11,000 11,000 11,000 7400 Services 74011 Equipment Rental 9,645 17,000 74021 Special Services 38,537 34,000 4,000 4,000 74036 Advertising 26,389 24,100 18,000 19,000 74042 Education & Training 10,242 5,700 9,200 7,800 74051 Non City Facility Rental 13,699 13,722 13,722 13,722 74070 Elections 45,000 70,100 74071 Association Dues 850 806 926 926 Total Services 99,362 95,328 90,848 115,548 7500 Sundry Charges 75051 Court Cost 1,288 1,500 900 1,500 Total Sundry & Other 1,288 1,500 900 1,500 Total Operating 526,686 555,578 510,886 571,031 8000 Capital Outlay 80001 Furniture & Equip <$5,000 9,984 84047 Computer Software 19,367 Total Capital Outlay 29,351 TOTAL DEPARTMENT $ 556,037 $ 555,578 $ 510,886 $ 571,031 5-29 CITY OF BAYTOWN PROGRAM SUMMARY ltt71 COURTOFRECORD I Program Description The Municipal Court of Record in the City of Baytown, Texas was created to provide a more efficient disposition of cases arising in the municipality. The Judicial division, Municipal Court division and the Marshal Program division perform their duties under the direction and control of the presiding judge in accordance with City Charter and State laws. Major Goals • Provide a fair, impartial system for timely adjudication of misdemeanor offenses within the jurisdiction of the Municipal Court of Record in the City of Baytown. • Increase program productivity by effectively serving outstanding warrants through innovative measures. • Full implementation of juvenile case manager program. Workload Measures I. Warrants issued (Capias/Arrest Warrants) 2. Warrants cleared 3. Tickets Received (Violations) 4. Tickets Disposed Performance Measures 1. Juvenile Cases Filed 2. Judge Trials 3. Jury Trials 4. Substandard/Dangerous Dog Hearings 5. Emergency Protective Orders 6. Emergency Mental Health Hearings 7. Search Warrants 8. Magistrate & Juvenile Magistrate Warnings 9. Showcause Hearings 10. Birth & Death Certificates 11. Public Information Request 12. Motions for Time Served 5-30 Major Objectives • Continue moving toward the finalization of the of online payment system. • Implementation of Video Arraignments • Implementation of Street Cred Software to benefit the PD and Court by locating defendants with warrants and apprehend fugitives • Continue to modify and update standard operating procedures manual for all 12 desk in the municipal court. • Provide advance training to staff for Blackboard. Actual 2012-13 9,773 13,735 21,557 20,046 279 479 378 23 5 6 29 14 1,333 5,036 351 353 Budget 2013-14 4,626 11,462 21,782 22,628 482 684 357 22 7 16 28 192 1,106 4,670 433 191 Estimated Projected 2013-14 2014-15 10,028 9,900 9,184 11,459 19,278 20,417 20,332 21,203 284 281 360 419 270 324 48 35 8 6 6 6 26 27 168 175 1,464 1,398 4,406 4,721 566 458 552 452 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11171 COURT OF RECORD Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 634,600 $ 661,399 $ 658,883 $ 699,667 71009 Overtime 11,277 13,236 9,000 13,236 71021 Health Insurance 146,400 161,040 161,040 169,099 71022 TMRS 118,494 125,331 124,039 130,417 71023 FICA 46,093 48,194 50,063 51,621 71028 Workers Compensation 2,697 2,814 2,757 2,970 71041 Allowances 5,421 5,400 5,400 5,400 71043 Employee Incentives 1,000 1,000 2,000 Total Personnel Services 964,982 1,018,414 1,012,182 1,074,410 7200 Supplies 72001 Office Supplies 12,107 12,180 12,180 12,180 72002 Postage Supplies 17,679 18,000 9,000 18,000 72004 Printing Supplies 16,189 18,000 14,900 18,000 72007 Wearing Apparel 1,608 1,330 1,330 1,030 72016 Motor Vehicle Supplies 4,984 3,900 3,900 4,500 72021 Minor Tools 2,100 2,095 850 72026 Cleaning & Janitorial Sup I,564 I,500 1,500 I,700 72041 Educational Supplies 340 405 405 786 Total Supplies 54,471 57,415 45,3IO 57,046 7300 Maintenance 7301I Buildings Maintenance 6,I59 2,000 2,000 2,000 73027 Heat & Cool Sys Maint 456 6,000 3,470 I,788 73041 Furniture/Fixtures Maint 2,605 1,800 2,069 I,800 73042 Machinery & Equip Maint I,716 2,300 I,OOO 2,300 73043 Motor Vehicles Maint I,53I 2,500 2,000 2,500 Total Maintenance 12,467 14,600 10,539 10,388 7400 Services 74001 Communication 614 960 1,165 1,440 74002 Electric Service I2,744 20,000 I5,000 I3,000 740I1 Equipment Rental 14,423 14,957 14,957 II,974 7402I Special Services 36,097 36,354 37,123 50,2I7 74026 Janitorial Services 8,272 9,025 9,776 9,024 74042 Education & Training 8,784 I1,350 10,200 13,300 74051 Non City Facility Rental 2,332 3,456 3,456 3,900 74071 Association Dues 1,520 1,680 I,680 I,655 Total Services 84,786 97,782 93,357 I04,5IO 7500 Sundry Charges 7505I Court Cost 2,83I 3,200 3,000 3,200 Total Sundry & Other 2,83I 3,200 3,000 3,200 Total Operating I,119,537 I, I9I ,4II I, 164,388 I,249,554 5-31 CITY OF BAYTOWN SERVICE LEVEL BUDGET 1171 COURT OF RECORD I Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 8000 Capital Outlay 80001 Furniture & Equip <$5,000 16,874 8,600 82011 Building & Improvements 64,241 64,241 30,000 84043 Motor Vehicles 27,437 32,031 38,531 Total Capital Outlay 44,311 96,272 102,772 38,600 TOTAL DEPARTMENT $ 1,163,848 $ 1,287,683 $ 1 ,267,160 $ 1,288,154 5-32 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11180 CITY FACILITIES I This cost center provides funding to maintain City Hall. This budget includes utilities, rentals and equipment shared by all departments located in City Hall. Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7200 Supplies 72001 Office Supplies $ $ $ 13 $ 72022 Fuel For Generators 431 10,000 12,000 72026 Cleaning & Janitorial Sup 8,252 7,550 7,550 7,550 Total Supplies 8,683 7,550 17,563 19,550 7300 Maintenance 73011 Buildings Maintenance 36,537 26,000 26,000 27,000 73027 Heat & Cool Sys Maint 13,048 17,500 25,000 25,000 73041 Furniture/Fixtures Maint 3,000 73042 Machinery & Equip Maint 2,153 Total Maintenance 51,738 46,500 51,000 52,000 7400 Services 74002 Electric Service 55,837 77,000 65,000 60,000 74005 Natural Gas 19,715 21,010 21,000 20,750 74021 Special Services 92 74026 Janitorial Services 30,202 31,300 37,000 40,000 Total Services 105,846 129,310 123,000 120,750 Total Operating 166,267 183,360 191,563 192,300 8000 Capital Outlay 82011 Building & Improvements 331,735 255,505 392,186 83027 Heating & Cooling System 88,000 88,000 Total Capital Outlay 419,735 343,505 392,186 TOTAL DEPARTMENT $ 166,267 $ 603,095 $ 535,068 $ 584,486 5-33 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11190 GENERAL OVERHEAD General overhead includes expenditures that are not directly associated with any other department within the General Fund. The major components are insurance, street lighting, funding for the merit pay plan, special programs and contingencies. Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71052 Salary Savings $ $ (500,000) $ (500,000) $ (500,000) 71081 Retired Employee Benefits 1,649,288 1,607,460 1,589,767 1,751,811 71043 Employee Incentives 151,747 151,747 Total Personnel Services 1,649,288 1,259,207 1,241,514 1,251,811 7200 Supplies 72001 Office Supplies 9,878 13,000 13,000 13,000 72002 Postage Supplies 1,278 1,702 1,702 1,846 72004 Printing Supplies 5,886 6,300 6,300 6,300 Total Supplies 17,042 21,002 21,002 21,146 7400 Services 74001 Communication 392,157 514,312 514,312 540,000 74002 Electric Service 1,530 74003 Street Lighting 784,330 734,112 734,112 750,000 74007 Twc Claims Paid 37,484 68,809 90,000 75,000 74011 Equipment Rental 22,857 28,927 28,927 202,325 74021 Special Services 40,645 25,000 25,000 26,750 74029 Service Awards 24,419 19,200 19,200 19,200 74042 Education & Training 9,927 23,500 23,500 23,500 74071 Association Dues 746 900 995 1,000 74210 General Liability Ins 44,587 35,708 33,094 38,058 74211 K-9 Insurance 2,166 3,172 5,396 6,205 74220 Errors & Omissions 61,451 66,211 67,832 78,007 74230 Law Enforcement Liability 43,611 49,876 51,556 59,289 74240 Auto Liability 119,387 151,218 141,566 169,879 74241 Auto Collision 95,450 106,945 107,691 129,229 74242 Auto Catastrophic 2,220 3,000 3,000 3,600 74271 Mobile Equipment 17,900 17,763 19,657 22,606 74272 Real & Personal Property 150,690 201,452 230,275 264,816 74277 Flood Insurance 66,954 60,000 50,000 62,500 74280 Bonds 2,273 2,500 2,500 74281 Employee Fraud 4,130 4,542 4,416 5,078 74290 Mise Liability 2,273 2,500 74295 Deductibles 76,699 170,583 200,000 230,000 74999 Perf Cont Energy Savings 83,715 83,715 86,226 88,813 Total Services 2,087,601 2,373,945 2,436,755 2,798,355 Total Operating 3,753,931 3,654,154 3,699,271 4,071,312 5-34 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11190 GENERAL OVERHEAD Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 8000 Capital Outlay 80001 Furniture & Equip <$5,000 9,338 80021 Special Programs 328,637 463,436 340,000 392,555 81001 Land Purchase 85,000 85,000 81011 Signs 10,000 5,000 82011 Building & Improvements 50,000 50,000 50,000 84042 Machinery & Equipment 265,000 265,000 Total Capital Outlay 337,975 873,436 745,000 442,555 9000 Other Financing Sources 91351 To Capital Improvement Prg 150,000 Total Other Financing Uses 150,000 9900 Contingencies/Other 99001 Contingencies 40,000 40,000 99002 Unforeseen/New Initiative 300,000 300,000 Total Contingencies 340,000 340,000 TOTAL DEPARTMENT $ 4,241,906 $ 4,867,590 $ 4,444,271 $ 4,853,867 5-35 CITY OF BAYTOWN PROGRAM SUMMARY 12000 POLICE I Program Description Administration The Police Department is under the administration of the Chief of Police. Supporting the Police Chief is a staff that includes the following personnel. A) One Administrative Assistant B) One Corporal Position; Aide to the Chief C) One Assistant City Attorney; Legal Advisor D) Two Internal Affairs Investigators The rest of the Police Department is divided into three Bureaus. Each Bureau is led by an Assistant Chief. The Patrol Bureau is the central provider of basic uniform police services for the City of Baytown. This bureau is the largest and most visible bureau in the Police Department, and normally the first to respond to calls for service from the public. The Patrol Bureau also oversees Commercial Motor Vehicle Inspections (CMV), Canine Support (K-9); School Resource Officers, Community Service Officers, Domestic Violence and Victims Service, and the HOT SPOT Enforcement Team. The Support Bureau is responsible for all support functions of the Police Department. The support functions are divided into three divisions: A) The Investigations Division B) The JaiVDetention Division C) The Support Services Division The Community Services Bureau is a conduit between the Police Department and the Public. This bureau is also responsible for in-service and enhanced police training. Programs in the Community Services Bureau include Crime Prevention, DARE, Crime Stoppers, Neighborhood Watch Programs, Citizens Police Academy. Citizens on Patrol (COP's) and the Baytown Police Academy. Major Goals of the Police Department • Detect and apprehend those involved in criminal activities in the City of Baytown. • Provide quality written reports and records of all incidents investigated. • Conduct thorough follow up criminal investigations to enhance the certainty of successful prosecutions. • Reduction of crime through community involvement. • More actively solicit information and ideas from the public. 5-36 • • • • • • • • • • • • Promote Baytown Crime Stoppers as well as the Campus Crime Stoppers programs. Promote community involvement in the Citizens Police Academy and Alumni programs. Reduce complaints against officers by conducting thorough internal affairs investigations. Thoroughly investigate all complaints against Department personnel in a timely manner. Increase efficiency in the jail relating to in processing and releases of persons and their property. Increased enforcement of commercial vehicles through the CMV /Traffic Enforcement Unit. Continue to move forward with technology, which assists in processing, identifying and accessing criminal information. Develop a higher degree of expertise of Detectives in the investigation of criminal offenses through updated and advanced training. Emphasize and encourage better and more thorough crime scene investigation and physical evidence collection to facilitate identifying the actor or what actually occurred. Increase the pressure on narcotics users, sellers and distributors through proactive enforcement and prosecution. Improve on career development and the quality of police supervision. Update policies and procedures to meet the standards of Best Practices as outlined by the State of Texas. Major Objectives of the Police Department • Always striving to enhance good public relations by exhibiting the heart of a servant to the public whom we have sworn "To Serve and protect". • Protect lives and property of all citizens equally, with our own lives if necessary, until justice prevails. • Patrol the City with a positive attitude and a determined focus toward deterring and detecting crimes, and apprehending those who commit those crimes. • Respond appropriately and professionally to all calls for police services. • Utilize and be receptive to new techniques and methods of investigations by encouraging innovative and proactive thinking of the investigators. 12000 POLICE I • • • Reduction of the fear of crime, assisted by all officers in the Department. Improvement of the Department image in the community. To raise awareness amount the criminal element that crime will never be tolerated here and such acts will result in swift apprehension and vigorous prosecution. Workload Measures 1. Calls for Service 2. Offense Reports Written 3. Prisoners Processed 4. Accident Reports 5. Total lA Complaints 6. Offenses Cleared 7. Uniform Crime Reporting (UCR) 8. Number Violent Crimes (UCR) 9. Cases Inactivated 10. Cases Unfounded 11. Public Information Requests Performance Measures 1. Citations Issued 2. County Misdemeanor Charges 3. Felony Charges 4. Local Warrant Arrests 5. Illegal Drugs Seized • • Provide a more secure environment for the Citizens of Baytown and to enhance the quality of life in our City. Interface with the community and encourage the various community organizations to participate in the effort against criminal activity. Actual 2012-2013 48,988 14,980 6,547 1,980 N/A 720 4,035 307 3,698 71 n/a 21,731 1,341 906 1,817 44.3 lbs Budgeted 2013-2014 47,574 14,626 6,428 1,934 27 628 3,818 290 3,540 120 2,010 18,406 1,318 880 1,842 33.41bs Estimated 2013-2014 46,702 13,914 6,422 2,090 N/A 628 3,380 198 3,148 28 2,010 15,844 1,208 882 1,802 120.3 lbs Projected 2014-2015 5-37 49,000 16,000 7,100 2,100 35 900 4,000 250 3,600 25 2,020 14,000 1,500 775 2,100 120 lbs CITY OF BAYTOWN SERVICE LEVEL BUDGET 12000 POLICE Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 9,851,144 $ 11,192,185 $ 11,216,900 $ 12,457,190 71003 Part Time Wages 47,865 69,354 81,000 103,260 71009 Overtime 827,421 484,032 750,723 500,000 71021 Health Insurance 1,701,900 1,942,545 1,942,545 2,087,323 71022 TMRS 1,944,528 2,164,883 2,258,671 2,354,147 71023 FICA 768,895 851,508 926,010 949,001 71028 Workers Compensation 191,849 219,678 229,371 244,371 71041 Allowances 7,830 7,800 7,800 7,800 71091 Prsnl Srvices Reimbursed (4,815) Total Personnel Services 15,336,617 16,931,985 17,413,020 18,703,092 7200 Supplies 72001 Office Supplies 28,658 29,269 29,000 29,269 72002 Postage Supplies 5,324 8,500 8,000 8,500 72004 Printing Supplies 6,413 6,698 6,500 7,898 72005 Animal Feed Supplies 2,035 2,125 3,228 3,300 72006 Clothing Allowance 21,417 24,600 24,600 25,800 72007 Wearing Apparel 91,999 116,483 108,701 125,919 72016 Motor Vehicle Supplies 638,152 660,800 594,000 640,800 72021 Minor Tools 54,459 97,338 97,395 153,472 72026 Cleaning & Janitorial Sup 14,052 13,791 14,195 14,175 72032 Medical Supplies 197 930 930 930 72036 Identification Supplies 31,967 35,159 35,245 54,197 72041 Educational Supplies 87,714 94,095 93,500 127,854 72061 Meeting Supplies 9,166 9,400 9,900 11,000 Total Supplies 991,553 1,099,188 1,025,194 1,203,114 7300 Maintenance 73001 Land Maintenance 19,635 18,932 21,610 20,082 73011 Buildings Maintenance 47,475 53,220 53,220 56,720 73027 Heat & Cool Sys Maint 17,058 18,446 19,275 19,147 73041 Furniture/Fixtures Maint 2,885 4,486 4,486 4,486 73042 Machinery & Equip Maint 35,628 49,524 59,820 61,007 73043 Motor Vehicles Maint 226,941 205,000 235,000 230,000 73046 Books -Maintenance 2,713 2,969 2,940 3,019 73053 Vehicle Repair-Collision (6,981) 9,000 9,000 9,000 Total Maintenance 345,354 361,577 405,351 403,461 7400 Services 74001 Communication 10,346 10,185 10,900 11,955 74002 Electric Service 111,144 138,000 121,000 123,000 74004 Water & Sewer 675 1,200 1,200 1,200 74005 Natural Gas 5,197 5,280 5,200 5,750 5-38 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12000 POLICE Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 74011 Equipment Rental 20,551 24,512 23,386 3,720 74021 Special Services 17,395 16,547 16,500 16,547 74026 Janitorial Services 42,888 43,147 40,608 43,147 74031 Wrecker Service 4,837 6,600 6,600 6,600 74036 Advertising 1,881 3,500 3,500 4,000 74041 Travel & Reimbursables {1,345) 74042 Education & Training 106,325 113,974 117,101 144,074 74045 In-State Investigatv Trvl 2,815 4,276 4,246 5,038 74047 Support Of Prisoners 51,409 62,562 60,000 62,562 74071 Association Dues 4,508 6,289 5,624 6,469 74082 Confidential 14,163 13,000 13,000 13,000 74123 Instructor Fees 1,780 1,000 950 1,000 Total Services 394,569 450,072 429,815 448,062 7500 Sundry Charges 75061 Medical -Preemployment 5,200 5,000 6,000 6,000 75064 Medical Services 4,309 4,471 3,500 6,471 Total Sundry Charges 9,509 9,471 9,500 12,471 Total Operating 17,077,602 18,852,293 19,282,880 20,770,200 8000 Capital Outlay 80001 Furniture & Equip <$5,000 43,112 19,700 19,700 6,720 82011 Building & Improvements 26,500 26,500 26,500 84042 Machinery & Equipment 126,743 355,476 355,372 349,790 84043 Motor Vehicles 282,169 644,000 643,378 679,700 85001 Construction 300,000 275,000 85011 Engineering 50,000 50,000 Total Capital Outlay 452,024 1,395,676 1,369,950 1,062,710 TOTAL DEPARTMENT $ 17,529,626 $ 20,24 7,969 $ 20,652,830 $ 21,832,910 5-39 CITY OF BAYTOWN PROGRAM SUMMARY l2020 FIRE & EMS Program Description The Baytown Fire Department is an all-hazard risk management agency that consists of five major divisions: Administrative/Support, Operations, Emergency Medical Services, Prevention, and Training/Homeland Security. The Administrative/Support Services Division is responsible for organizing and directing the activities of the Baytown Fire Department. The Division provides strategic leadership and administrative support to the Department and ensures the citizens of Baytown receive effective fire and emergency medical service delivery. Fire Administration provides procurement, researches and analyzes performance and planning data, produces strategic and operational plans, plans and oversees construction of new and replacement facilities; analyzes operations for cost effectiveness, represents the department with government entities and other operating units, processes fire and EMS reports, and provides administrative and personnel support to all fire personnel. The Administrative staff coordinates with Human Resources for the recruitment and advancement of Fire Department personnel. Additionally, Administration establishes reviews, publishes and updates operational procedures and directives. The purpose of the Baytown Fire Department is to provide high quality, high value emergency and non- emergency services in a prompt, professional, compassionate manner and provide public education on fire and life safety issues. The Operations Division personnel provide the following services: fire and life safety education, fire suppression, emergency medical services, homeland security preparation and response, hazardous materials responses, technical rescue services, water rescue services and a variety of other emergency and non-emergency services. The Emergency Medical Division is responsible for responding to calls for assistance in the event of injury or medical emergencies. These include on scene stabilization and transport to proper medical facilities. Care given to patients ranges from basic first aid to advanced life support measures. The Fire Prevention Division is primarily responsible for community risk reduction. The Division delivers public education, fire investigations, code inspections of public and mercantile buildings, plans review, and code enforcement. The Division provides significant interface with other city, county, and governmental agencies. They ensure compliance with all fire and life safety codes. Properties that are inspected can range from Daycare centers, to assisted living facilities, 5-40 schools, restaurants and other businesses. Additionally, some items that are inspected include fire extinguishers, fire protection sprinkler systems, fire suppression systems, fire alarm systems, and occupant loads. The overall objective of the Prevention Division is to inspect all commercial occupancies to reduce incidents of unintentional injuries and property loss from fire or other hazards, while simultaneously heightening the life safety awareness of our citizens. The Training/Homeland Security Division has the primary responsibility for critical issues dealing with terrorism, both domestic and foreign and interfaces with Federal, State, County and industrial leaders throughout the City of Baytown area to assess current threats and to stay apprised of Homeland Security issues. Special Services include the management of our Regional Hazardous Materials Program as well as confined space, high angle, water rescue and the EMS First Responder Program. The Division is responsible for the development and management of all training needs and works closely with all other divisions to ensure we meet the departmental training needs. Major Goals • Prevent all fire deaths. • Prevent property losses from fire. • Provide prompt, efficient out of hospital care to the level required to reduce pain and suffering. • Prevent death from sudden cardiac arrest and medical emergencies. • Prevent damage from natural and man-made disasters. • Prevent negative economic community impact. • Prevent acts of terrorism within the community. Major Objectives • Involve all personnel in all aspects of life and fire safety at their locations. • Involve the community in neighborhood targeted life and fire safety programs. • Establish manageable performance based accountability systems at all levels of the department. • Provide manageable emergency response based on national standards of care. • Provide cost efficient and effective service based on NFP A 171 0, ISO, and community expectations. • Aggressively deliver community risk reduction life and fire safety education to the community. • Aggressively work to prevent hazardous conditions. • Consistently respond promptly to all requests for emergency services. • Consistently ensure our actions are safe, professional, efficient, and effective. • Actively coordinate our service with other agencies in the region. Actively seek to provide other community services within the scope of our mission. !2020 FIRE & EMS • Provide WMD/CBRNE/HazMat services to the community and region. • Obtain Best Practices as established by the Texas Fire Chiefs Association for the Department. • Obtain an ISO rating of I for the City of Baytown. Workload Measures I. Fire Engine/Ladder Responses 2. Ambulance Responses 3. No Transport I Patient Refusal 4. Patient Transports 5. Medical I st Responder 6. HazMat/WMD Responses 7. Continuing Education (hours) 8. Plans Reviews 9. Code Inspections 10. Public Education Programs Adults Children II. BEAT Alley Program Faculty Students Performance Measures I. NFPA 1710 percentage of total incidents within a five minute response time for Initial Unit (includes one minute for turnout time) 2. NFP A 171 0 percentage of total incidents within a nine minute response time for a full first alarm response 3. NFPA 1710 percentage oftotal incidents within a five minute response time for First Responder at an emergency medical incident 4. NFP A 1710 percentage of total incidents within a nine minute response time for Advanced Life Support at an emergency medical incident 5. Advance Life Support Treatment within 15-30 minutes 6. EMS Collection Ratio (All Receivables) 7. Civilian Injuries 8. Loss to Total Value Ratio 9. Civilian Fire Deaths 10. Investigations II. Commercial Fires with Loss > $75,000 12. Residential Fires with a Loss > $25,000 13. Operate within budget constraints Actual 2012-13 I,769 8,490 3,063 5,408 4,90I 352 10,469 27I 991 590 132 0 0 64.62% 92.30% 62.82% 87.9% 98% 62.6% 6 3.50% I 47 0 10 100% Budget Estimated Projected 2013-14 2013-14 2014-15 I,800 I,859 I,850 8,424 8,500 8,600 3,036 3,070 3,II4 5,388 5,430 5,486 4,600 5,246 5,300 335 2IO 335 20,200 11,590 12,750 350 300 350 900 1,100 1,200 2,500 600 700 I,500 200 300 1,000 670 I,OOO 12,000 I0,991 I2,000 70% 66.63% 70% 82% 87.95% 88% 70% 67.31% 70% 90% 90% 90% 96% 96% 96% 56% 60% 60% 5 7 6 6.0% 2.78% 6.0% 0 2 0 100 60 70 2 I 2 14 15 16 100% 100% 100% 5-41 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12020 FIRE & EMS Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 7,935,143 $ 9,831,986 $ 9,189,867 $ 10,124,836 71003 Part Time Wages 39,186 1,506 71009 Overtime 596,832 619,472 763,560 851,391 71021 Health Insurance 1,255,660 1,509,750 1,509,750 1,632,868 71022 TMRS 1,557, 723 2,080,555 1,914,066 2,018,798 71023 FICA 616,361 825,707 777,662 809,999 71028 Workers Compensation 143,575 191,936 174,472 187,704 71041 Allowances 27,424 25,800 87,025 141,754 71043 Employee Incentives 541,568 Total Personnel Services 12,171,904 15,085,206 14,417,908 16,308,918 7200 Supplies 72001 Office Supplies 10,495 11,100 11,094 13,828 72002 Postage Supplies 5,139 7,800 8,281 12,020 72004 Printing Supplies 2,011 5,000 4,724 5,000 72006 Clothing Allowance 3,498 4,440 4,300 5,040 72007 Wearing Apparel 177,696 210,947 206,807 207,833 72016 Motor Vehicle Supplies 165,664 227,036 228,569 227,036 72021 Minor Tools 13,223 16,225 18,159 19,385 72026 Cleaning & Janitorial Sup 10,725 10,898 10,890 14,498 72031 Chemical Supplies 6,435 11,796 8,156 18,296 72032 Medical Supplies 71,085 96,879 96,869 106,869 72036 Identification Supplies 600 423 600 72041 Educational Supplies 23,236 27,341 27,011 87,026 72045 Computer Software Supply 4,072 Total Supplies 489,207 630,062 629,355 717,431 7300 Maintenance 73001 Land Maintenance 4,854 5,821 5,599 5,821 73011 Buildings Maintenance 65,959 49,450 49,846 51,950 73027 Heat & Cool Sys Maint 3,753 7,350 7,078 7,350 73041 Furniture/Fixtures Maint 2,962 2,500 2,431 2,500 73042 Machinery & Equip Maint 37,718 43,702 42,386 45,702 73043 Motor Vehicles Maint 212,524 169,188 196,363 194,188 Total Maintenance 327,770 278,011 303,703 307,511 7400 Services 74001 Communication 2,289 4,161 3,971 4,161 74002 Electric Service 68,567 82,000 66,000 66,000 74005 Natural Gas 14,004 18,760 14,312 14,500 74011 Equipment Rental 3,231 4,000 3,867 4,500 5-42 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12020 FIRE & EMS Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 74021 Special Services 12,596 12,285 12,203 12,795 74026 Janitorial Services 7,444 7,445 7,444 7,445 74032 Computer Programing 1,950 1,950 1,950 74042 Education & Training 84,329 98,259 89,133 101,859 74051 Non City Facility Rental 2,950 4,420 3,000 4,420 74071 Association Dues 7,019 7,255 6,080 7,555 Total Services 202,429 240,535 207,960 225,185 7500 Sundry Charges 75001 Contributions (24) 540 252 540 Total Sundry Charges (24) 540 252 540 Total Operating 13,191,286 16,234,354 15,559,178 17,559,585 8000 Capital Outlay 80001 Furniture & Equip <$5,000 203,047 20,700 20,350 21,050 82011 Building & Improvements 75,000 73,485 45,000 84041 Furniture & Fixtures 13,200 13,019 13,200 84042 Machinery & Equipment 18,590 100,000 98,232 203,405 84043 Motor Vehicles 38,132 73,132 72,697 112,500 84045 Radio & Testing Equipment 84052 Heavy Equipment 28,884 28,570 84061 Other Equipment 31,750 31,750 86011 Capital Lease Payment 78,913 Total Capital Outlay 338,682 342,666 306,353 426,905 9000 Other Financing Uses 91351 To Capital Improvement Prg 110,619 Total Other Financing Uses 110,619 TOTAL DEPARTMENT $ 13,640,587 $ 16,577,020 $ 15,865,531 $ 17,986,490 5-43 CITY OF BAYTOWN PROGRAM SUMMARY l202S COMMUNICATIONS I Program Description The Communications Department is a consolidated communications center responsible for dispatching all critical services provided by the City of Baytown. The Department serves as the telecommunications interface between the public and all emergency services (Police, Fire and EMS}, as well as General Governmental services. The telecommunicators maintain excellent customer service while communicating with the public and public safety responders. Major Goals • Improve the productivity, efficiency, and delivery of the Department's customer service. • Improve interdepartmental communications. • Improve productivity and efficiency of 9-1-1 telecommunications operations. • Improve capabilities of Comcate system and ensure all involved entities are satisfied with the program. Workload Measures 1. 9-1-1 Calls Handled 2. Non-Emergency Calls Handled 3. Calls for Service Dispatched 5-44 • Improve Ask Baytown and 5311 operations to ensure public satisfaction • Achieve Intermediate and Advanced Telecommunicator TCLEOSE certifications for all eligible telecommunicators. Major Objectives • Improve customer service systems for internal and external customers. • Create methods to improve departmental operating efficiency. • Improve public awareness of emergency communications services. • Complete construction and transition operations to the new 9-1-1 center. • Seek grants, awards, and other funding opportunities for Communications resources. • Increase training opportunities for all telecommunicators. Actual 2012-13 62,209 181,312 62,921 Budget Estimated 2013-14 2013-14 85,488 63,460 210,967 184,958 72,504 64, 186 Projected 2014-15 64,736 188,677 65,476 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12025 COMMUNICATIONS Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 750,089 $ 879,371 $ 891,180 $ 969,795 71003 Part Time Wages 9,480 3,890 3,456 71009 Overtime 54,103 53,889 50,625 56,172 71021 Health Insurance 192, ISO 226,075 226,075 243,081 71022 TMRS 146,312 172,361 177,261 186,719 71023 FICA 59,117 68,516 72,633 75,367 71028 Workers Compensation 1,020 1,198 1,233 1,316 71041 Allowances 2,400 Total Personnel Services 1,212,271 1,405,300 1,422,463 1,534,850 7200 Supplies 7200I Office Supplies 644 850 800 850 72002 Postage Supplies 449 400 462 500 72004 Printing Supplies 407 400 354 400 72021 Minor Tools 164 500 477 500 72045 Computer Software Supply I17,17I 72061 Meeting Supplies 800 700 800 Total Supplies 1,664 2,950 2,793 120,221 7300 Maintenance 73042 Machinery & Equip Maint I17 1,000 I,OOO 73045 Radio & Testing Equipment 99 Total Maintenance 216 1,000 1,000 7400 Services 74001 Communication I, 119 800 928 2,000 74020 Outside Contracts 12,931 74042 Education & Training 7,664 9,500 9,500 13,010 74071 Association Dues 500 500 617 625 Total Services 9,283 10,800 11,045 28,566 Total Operating I,223,434 I,420,050 I ,436,301 1,684,637 8000 Capital Outlay 80001 Furniture & Equip <$5,000 2,802 3,000 5,871 3,000 Total Capital Outlay 2,802 3,000 5,871 3,000 TOTAL DEPARTMENT $ 1,226,236 $ 1,423,050 $ 1,442,172 $ 1,687,637 5-45 CITY OF BAYTOWN PROGRAM SUMMARY 12030 EMERGENCY MANAGEMENT I Program Description The Office of Emergency Management coordinates all City-wide planning, preparation, mitigation, and response for major incidents, disasters, and homeland security issues. Emergency Management also operates, manages and maintains several community emergency warning systems including: the federally licensed AM 1610 Emergency Radio System and the Community Chemical Emergency Warning Siren System. OEM also manages and co-chairs, with industry, the Local Emergency Planning Committee (LEPC) a Superfund Amendments and Reauthorization Act (SARA) mandated community hazardous materials planning, community awareness & education, and information committee. Emergency Management is responsible to coordinate FEMA and Homeland Security Grants, pre-and post-disaster federal and state funding, and facility hardening projects. The ASK BAYTOWN INFOLINE, the INFO WEB, and 5311 is operated and managed by OEM and is a multi-media portal for citizen questions, concerns or complaints. We also operate and manage the State of Texas Emergency Assistance Registry (STEAR), also known as Texas 211, which routes all of our citizens for emergency evacuations to the Baytown 5311 Customer Services Representatives to validate and coordinate medical special needs evaluations and evacuations. Additionally, since 20 11 OEM has been regulating all custodial care facilities in which 3 or more people reside and receive care. Annually, we conduct comprehensive reviews of these facilities, issue facility permits, and help them create and maintain mandatory emergency plans for their residents. Major Goals • Improve the productivity, efficiency, and delivery of the Department's customer service. • Improve Citizen issues, concerns, and complaint management and tracking by replacing GovQA. • Improve Disaster Planning and preparation of City Staff & departments. • Coordinate City-Wide disaster training and exercises. • Improve community disaster readiness and resilience. • Improve/upgrade Public Emergency Warning System. Workload Measures 1. Percent Warning Sirens Operational24/7 2. Preparedness Training & Exercises Delivered 3. Residents Attending Community Outreach/Education 4. 5311 Resident Questions Resolved within 24 hrs 5. GovQA Resident Issues Completed within 10 days 6. State Emergency Planning Classification 7. Custodial Care facilities with Permits 5-46 • Provide for First Responder Deployment post- disaster. Major Objectives • Improve customer service systems for internal and external customers. • Create methods to improve departmental operating efficiency. • Improve community emergency information services. • Replace the citizen issue status and tracking (GovQA) with a more user friendly, adaptable on-line system. • Complete COOP planning and create City-Wide pandemic plan. • Complete the total replacement of all AM 1610 radio transmitters, towers, and infrastructure. • Deliver at least 2 quality CERT programs annually. • Manage and provide for CERT continuing education and training opportunities. • Deliver at least two major community-wide disaster preparedness outreach programs. • Coordinate design and delivery of at least 3 TDEM/DHS approved exercises for City Staff. • Update and maintain City Basic Emergency Management Plan and 23 annexes. • Maintain personnel competence through providing and facilitating city-wide training & education. • Maintain and Improve Employee Disaster Staging Plan to include Humble Civic Center Plan. • Improve Web Page and manage social media information sharing with community • Validate and correct Texas 211 (STEAR) prior to Hurricane Season 2014. • Seek Grants, A wards, and other funding opportunities for Emergency Management. • Automate Resident Evacuation Registration. • Improve post-disaster EOC communications and internet access through the use of technology. • Reduce the demand for frequent regional travel by utilizing videoconferencing capabilities. Actual 2012-13 Budget Estimated Projected 2013-14 2013-14 2014-15 97% 97% 97% 97% 2 2 4 6 4,000 3,500 3,800 4,000 85% 85% 85% 85% 85% 85% 85% 85% Advanced Advanced Advanced Advanced 30 30 35 33 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12030 EMERGENCY MANAGEMENT Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 232,273 $ 199,091 $ 210,097 $ 217,008 71003 Part Time Wages 3,720 71009 Overtime 2,094 3,900 3,900 2,200 71021 Health Insurance 45,750 35,615 35,615 31,706 71022 TMRS 42,643 37,411 39,488 39,802 71023 FICA 16,635 14,269 15,909 16,295 71028 Workers Compensation 299 257 275 289 Total Personnel Services 339,694 290,543 305,284 311,020 7200 Supplies 72001 Office Supplies 4,578 7,600 7,600 7,600 72002 Postage Supplies 1,019 1,400 1,400 1,400 72004 Printing Supplies 1,092 2,700 2,700 2,700 72007 Wearing Apparel 497 750 750 750 72011 Disaster Supplies 11,725 12,000 12,000 13,120 72016 Motor Vehicle Supplies 1,675 6,000 6,000 6,000 72021 Minor Tools 2,373 3,000 3,000 3,000 72026 Cleaning & Janitorial Sup 973 1,500 1,500 1,500 72041 Educational Supplies 3,507 4,000 4,000 4,500 72045 Computer Software Supply 5,917 6,000 6,000 6,000 72061 Meeting Supplies 1,238 1,500 1,500 1,500 Total Supplies 34,594 46,450 46,450 48,070 7300 Maintenance 73001 Land Maintenance 2,320 4,025 4,025 3,505 73011 Buildings Maintenance 8,268 6,500 6,500 6,500 73027 Heat & Cool Sys Maint 1,975 2,500 2,500 2,500 73039 Miscellaneous Maint 2,540 2,500 2,500 2,500 73041 Furniture/Fixtures Maint 1,000 1,000 1,000 73042 Machinery & Equip Maint 6,127 6,500 6,500 6,500 73043 Motor Vehicles Maint 4,629 7,000 7,000 7,000 73045 Radio & Testing Equipment 1,706 2,000 2,000 3,000 73048 Signal Systems Maint 904 7,000 7,000 7,500 Total Maintenance 28,469 39,025 39,025 40,005 7400 Services 74001 Communication 20,399 33,000 33,000 8,650 74002 Electric Service 9,238 16,000 12,000 12,000 74005 Natural Gas 186 220 500 500 74011 Equipment Rental 3,260 7,000 7,000 4,500 5-47 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12030 EMERGENCY MANAGEMENT Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 74020 Outside Contracts 6I,680 84,500 84,500 55,340 7402I Special Services 2,047 3,975 4,000 2,000 74026 Janitorial Services 5,465 7,200 7,200 7,200 74042 Education & Training 7,037 I5,I90 I5,I90 I5,I90 7407I Association Dues I, II 0 950 950 950 Total Services II0,422 I68,035 I64,340 106,330 Total Operating 5I3,179 544,053 555,099 505,425 8000 Capital Outlay 80001 Furniture & Equip <$5,000 I,764 84042 Machinery & Equipment 80,000 80,000 87,000 860II Capital Lease Payment I4,508 32,000 32,000 Total Capital Outlay 16,272 1I2,000 1I2,000 87,000 9000 Other Financing Uses 91351 To Capital Improvement Prg I23,255 Total Other Financing Uses I23,255 TOTAL DEPARTMENT $ 652,706 $ 656,053 $ 667,099 $ 592,425 5-48 CITY OF BAYTOWN SERVICE LEVEL BUDGET 12040 EMERGENCY MEDICAL SERVICES •The EMS division merged into the Fire Department during FY13. Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 317,161 $ -$ -$ 71003 Part Time Wages 5,285 71009 Overtime 68,019 71021 Health Insurance 57,365 71022 TMRS 69,910 71023 FICA 27,958 71028 Workers Compensation 5,326 Total Personnel Services 551,024 7200 Supplies 72001 Office Supplies 592 72002 Postage Supplies 1,275 72004 Printing Supplies 572 72007 Wearing Apparel 48 72016 Motor Vehicle Supplies 14,174 72026 Cleaning & Janitorial Sup Ill 72032 Medical Supplies 13,072 Total Supplies 29,844 7300 Maintenance 73043 Motor Vehicles Maint 10 Total Maintenance 10 7400 Services 74002 Electric Service 525 74005 Natural Gas 549 74042 Education & Training 1,994 74071 Association Dues 41 Total Services 3,109 Total Operating 583,987 TOTAL DEPARTMENT $ 583,987 $ -$ -$ 5-49 CITY OF BAYTOWN PROGRAM SUMMARY \3000 PUBLIC WORKS ADMINISTRATION I Program Description The administrative support staff maintains service and maintenance records for Public Works/Utilities. The support staff is also responsible for handling all personnel related duties such as time keeping, payroll data forms, workers compensation, and all clerical related duties necessary for the Director of Public Works and both Assistant Directors. The staff responds to residents' needs both in person and by telephone; and maintains excellent customer service. The support staff is responsible for dispatching work orders to the field crews via radio and also acts as a liaison among the field crews, citizens and supervisors. The support staff ensures all purchases made are in compliance with the budget as well as monitoring contracts to ensure expenditures do not exceed contract amounts. Workload Measures I. Telephone Calls 2. Dispatch calls routed to proper division. 3. Assist Citizens or Employees 4. Accountability/recordable work time Performance Measures 1. Customer dissatisfaction reports 2. Answering telephone calls on first ring 3. Accurate information to citizens 5-50 Major Goals • Respond to citizen concerns and dispatch to the appropriate division within a reasonable time frame. • Maintain excellent service to the citizens when they come to Public Works or call on the telephone. Major Objectives • Provide accurate and complete information to citizens calling Public Works. • Accurately enter payroll data for all Public Works employees. • Monitor customer satisfaction reports and provide above average customer service at all levels. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 30% 30% 30% 30% 30% 30% 30% 30% 40% 40% 40% 40% 100% 100% 100% 100% 5% 5% 3% 3% 95% 95% 95% 95% 95% 95% 95% 95% CITY OF BAYTOWN SERVICE LEVEL BUDGET j3000 PUBLIC WORKS ADMINISTRATION Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 191,390 $ 160,165 $ 175,157 $ 169,346 71009 Overtime 1,635 1,494 1,500 1,500 71021 Health Insurance 36,600 30,195 30,195 31,706 71022 TMRS 35,825 31,445 33,258 31,673 71023 FICA 14,325 12,413 13,503 12,679 71028 Workers Compensation 252 210 232 224 71041 Allowances 3,614 3,600 3,600 3,600 Total Personnel Services 283,641 239,522 257,445 250,728 7200 Supplies 72001 Office Supplies 16,410 16,000 16,000 16,000 72002 Postage Supplies 202 500 400 400 72007 Wearing Apparel 9 72021 Minor Tools 15 72026 Cleaning & Janitorial Sup 12,214 11,000 13,500 9,300 72032 Medical Supplies 206 400 400 400 72041 Educational Supplies 621 500 250 250 Total Supplies 29,676 28,400 30,550 26,350 7300 Maintenance 73011 Buildings Maintenance 34,568 27,000 27,000 27,000 73027 Heat & Cool Sys Maint 10,569 8,000 10,000 8,000 73041 Furniture/Fixtures Maint 809 Total Maintenance 45,946 35,000 37,000 35,000 7400 Services 74001 Communication 1,860 74002 Electric Service 40,273 49,000 41,000 41,000 74005 Natural Gas 4,573 4,730 5,000 5,000 74011 Equipment Rental 2,416 2,640 2,416 74026 Janitorial Services 9,069 10,900 10,900 11,140 74042 Education & Training 8,046 6,000 6,000 6,000 74071 Association Dues 366 400 400 400 Total Services 66,603 73,670 65,716 63,540 Total Operating 425,866 376,592 390,711 375,618 8000 Capital Outlay 82011 Building & Improvements 50,000 Total Capital Outlay 50,000 TOTAL DEPARTMENT $ 425,866 $ 376,592 $ 390,711 $ 425,618 5-51 CITY OF BAYTOWN PROGRAM SUMMARY f3010 STREETS & DRAINAGE I Program Description The Streets Maintenance Division includes two street sweepers for cleaning the streets. The division operates one asphalt-patching crew that repair potholes, ties in new driveways and maintains city access and parking facilities. One street maintenance crew operates to repair and maintain concrete streets and sidewalks. This crew also assists the drainage maintenance crews with needed concrete work and when work is being performed in the CDBG target area. The Drainage Division utilizes one crew to maintain drainage facilities, including cleaning of roadside ditches on an approximate five-year schedule, sets drainage pipe for residents as required and repairs storm drain inlets and lines, capital drainage improvement makes drainage system improvements such as new structures, major system upgrades, and area drainage system realignments. Workload Measures 1. Number of street cutouts-full depth repairs 2. Frequency of sweeping a. Residential b. Main thoroughfares 3. Drainage maintenance linear feet 4. Number of pipe jobs a. New driveways installed-jobs b. Ditches piped-jobs 5. Number potholes repaired 6. Concrete production-cubic yards (new) Performance Measures 1. Square yard pavement replaced 2. Percentage of sweeping done on time. 3. Footage of pipe installed a. Driveways piped-ft. b. Ditches piped-ft. 4. Miles swept (new) 5-52 Major Goals • Respond to citizen's service request in a timely manner. • Increase the productivity of the drainage maintenance and capital drainage crews. • Increase the productivity of the concrete crew by cross training personnel. • Do more preventive repairs on streets. • Repair; replace sidewalks, driveways, curb & gutters, streets within reasonable and acceptable timely manner. Major Objectives • More efficient scheduling of workload . • Hold our employees more accountable for the quality of their work. • Improve Customer Service • Restore property to same or better conditions . Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 135 150 150 150 4 4 4 4 12 12 12 12 14,733 10,000 16,000 16,000 5 12 10 12 12 12 12 12 3,627 3,000 4,000 2,500 327 600 563 800 15,000 15,000 15,000 10,000 98% 98% 98% 98% 226 240 240 240 1,176 1,500 1,500 1,500 2,448 2,500 2,500 2,500 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13010 STREETS & DRAINAGE Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 636,315 $ 734,019 $ 742,614 $ 787,533 71009 Overtime 33,799 29,430 56,000 45,000 71021 Health Insurance 192,150 211,365 211,365 221,943 71022 TMRS 121,920 159,451 152,119 151,159 71023 FICA 48,070 60,936 61,276 57,907 71028 Workers Compensation 25,612 33,383 32,411 33,034 Total Personnel Services 1,057,866 1,228,584 1,255,785 1,296,576 7200 Supplies 72002 Postage Supplies 269 72007 Wearing Apparel 10,057 14,800 10,000 10,000 72016 Motor Vehicle Supplies 65,613 72,000 75,000 75,000 72021 Minor Tools 8,427 5,600 5,600 5,600 72031 Chemical Supplies 532 850 6,800 6,800 Total Supplies 84,898 93,250 97,400 97,400 7300 Maintenance 73025 Streets Sidewalks & Curbs 221,368 250,000 250,000 250,000 73026 Storm Drains Maint 31' 198 40,000 30,000 30,000 73042 Machinery & Equip Maint 665 73043 Motor Vehicles Maint 193,30 I 156,500 166,500 166,500 Total Maintenance 446,532 446,500 446,500 446,500 7400 Services 74021 Special Services 18,117 15,000 15,000 15,000 74042 Education & Training 11,542 8,000 8,000 8,000 74071 Association Dues 236 400 200 200 Total Services 29,895 23,400 23,200 23,200 Total Operating 1,619,191 1,791,734 1,822,885 1,863,676 8000 Capital Outlay 83025 Streets Sidewalks & Curbs 180,545 250,000 250,000 350,000 83026 Storm Drains 79,467 80,000 80,000 80,000 83039 Other Improvements 25,000 84043 Motor Vehicles 185,000 155,374 86011 Capital Lease Payment 20,827 32,354 31,882 Total Capital Outlay 280,839 547,354 517,256 455,000 TOTAL DEPARTMENT $ 1,900,030 $ 2,339,088 $ 2,340,141 $ 2,318,676 5-53 CITY OF BAYTOWN PROGRAM SUMMARY j3020 TRAFFIC CONTROL I Program Description The Traffic Control Operations Division conducts traffic- engineering studies, receives and investigates traffic requests, recommends installation and removal of traffic control devices in conformance with the latest revision of the Texas Manual of Uniform Traffic Control Devices. This division also installs, maintains and repairs all traffic control devices. These devices include traffic signals, flashing beacons, signs, barricades and pavement markings. Traffic studies performed include turning movement counts, 24-hour volume counts, collision diagrams, speed, and delay studies. Major Goals • Improve the safety and efficiency of the street system by the timely maintenance and installation of approved traffic control devices. • Assist other departments/divisions in the application of signs and markings to provide information and direction for parking and access to city facilities. Workload Measures I. Number of Request for Traffic Study 2. Sign Fabrication 3. Sign Maintenance 4. Traffic Signal Service Calls 5. Traffic Signal Preventative Maintenance 6. Freeway lighting fixtures Performance Measures I. Traffic Studies Complete 2. Signal Calls responded to within 1 hour 3. Safety Street Lighting Repaired 4. Annual Signal Maintenance 5. Linear feet of pavement markings/painted 5-54 • Review of existing traffic controls to insure continuing applicability with changing demands. • Provide timely response for the repair of traffic control devices giving priority to regulatory signs and traffic signals. Major Objectives • Improve sign maintenance criteria. • Continue street marker replacement to meet MUTCD mandate. • Retro Reflectivity Sign Replacement Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 5 6 6 6 1,350 1,500 2,000 1,500 622 1,500 1,000 1,500 322 350 350 350 126 150 150 150 22 25 50 25 6 6 6 6 98% 90% 90% 90% 60 60 60 60 100% 100% 100% 100% 57,142 50,000 50,000 50,000 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13020 TRAFFIC CONTROL Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 255,711 $ 447,654 $ 320,376 $ 342,599 71009 Overtime 23,014 15,462 25,000 25,000 71021 Health Insurance 86,925 95,618 95,618 100,403 71022 TMRS 50,713 86,267 65,306 66,741 71023 FICA 20,408 34,223 26,643 26,843 71028 Workers Compensation 5,930 11,093 8,218 9,036 Total Personnel Services 442,701 690,317 541,161 570,622 7200 Supplies 72007 Wearing Apparel 3,251 5,000 5,000 5,000 72016 Motor Vehicle Supplies 21,214 20,000 20,000 24,000 72021 Minor Tools 1,532 2,550 2,550 4,000 72026 Cleaning & Janitorial Sup 193 400 500 500 72056 Street Marking Supplies 91,231 100,000 100,000 20,000 Total Supplies 117,421 127,950 128,050 53,500 7300 Maintenance 73011 Buildings Maintenance 1,039 2,500 2,500 2,500 73028 Electrical Maintenance 35,591 50,000 50,000 50,000 73042 Machinery & Equip Maint 1,000 1,000 1,000 73043 Motor Vehicles Maint 30,913 30,000 . 35,000 35,000 73044 Street Signs Maint 74,309 75,000 80,000 85,000 73048 Signal Systems Maint 94,184 100,000 100,000 100,000 73049 Barricades Maint 5,195 10,000 10,000 6,000 Total Maintenance 241,231 268,500 278,500 279,500 7400 Services 74001 Communication 1,783 1,970 2,000 74002 Electric Service 90,345 100,000 90,000 91,000 74021 Special Services 36,255 30,000 40,000 50,000 74042 Education & Training 3,576 4,000 4,000 6,000 74071 Association Dues 500 Total Services 132,459 135,970 136,000 147,000 Total Operating 933,812 1,222,737 1,083,711 1,050,622 9000 Other Financing Uses 91351 To Capital Improvement Prg 150,000 Total Other Financing Uses 150,000 TOTAL DEPARTMENT $ 1,083,812 $ 1,222,737 $ 1,083,711 $ 1,050,622 5-55 CITY OF BAYTOWN PROGRAM SUMMARY 13030 ENGINEERING I Program Description Provide professional engineering services for publicly funded Capital Improvement Projects (CIP) and oversees other publicly and privately funded infrastructure projects. Plan, program, design, and manage construction and engineering projects for improvement and expansion of municipal infrastructure. Develop and analyze courses of action for project development and recommend the best strategy for construction and engineering of CIP. Provide information to the public and other City departments as requested. Major Goals • Improve management of Capital Improvement Projects to ensure quality construction; and that it is completed on schedule and within budget. • Improve City services by reducing the backlog of maintenance and repair activities through Capital Improvement Projects, providing timely customer responses, and enforcing warranty issues. • Provide a thorough review of construction drawings and plats submitted for approval through the Development Review Committee in a timely manner. • Increase the use of technology to reap the benefits of cost/time savings, and increased productivity. • Improve the professional working relationship with: the citizens of Baytown; other City departments; community organizations; local, State, and Federal agencies; consulting engineers; and contractors. Workload Measures I. Surveys performed (construction, design, fact-finding, and misc.) 2. Projects inspected in-house (design, utility commercial, misc., and emergent projects) 3. Projects inspected by outside firm 4. Projects designed by in-house 5. Projects designed by outside firm Performance Measures I. Plats reviewed within 10 days 2. Construction Contracts completed within contract time 3. Design Contracts completed within contract time 4. Residential Subdivisions in 14 Days 5. Commercial Plans Review 1 to 20 Days 6. Pipelines reviewed I to 20 Days 7. Engineering Reports & Row Applications in 14 Days 8. Utility Availability Applications 9. Response to clients' requests within 14 Days 5-56 Major Objectives • Assist with the implementation of the National Pollution Discharge Elimination System (NPDES), Phase II storm water management program and permitting process. • Continue to improve the review of development drawing and plat review through the Development Review Process. Continually review and update standard detail sheet specifications to keep up with technological advances in materials and methods of construction (ongoing). );;> Review and update standard specifications to keep up with technological advances in materials and methods of construction. );> Review and update ordinances. );> Review and revise policies. • Maintain and update Microsoft Project Management software system for design/construction projects. Continue to improve on the tracking of internal documents. Continually review and fine-tune checklists used for review of construction plans and plats. • Conduct informational meetings with contractors and sub-contractors. • Continue to develop and maintain a master Capital Improvement Program (CIP) schedule for departmentaVadministration use. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 300 300 300 300 95 95 100 105 2 2 1 1 40 40 40 40 25 25 25 25 100% 100% 100% 100% 100% 100% 90% 100% 90% 100% 90% 100% 50% 100% 100% 100% 95% 100% 100% 100% 100% 100% 100% 100% 100% N/A 90% 90% 90% N/A 90% 90% 100% N/A 100% 100% CITY OF BAYTOWN SERVICE LEVEL BUDGET j3030 ENGINEERING Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 541,749 $ 594,245 $ 598,161 $ 624,304 71009 Overtime 10,990 12,370 12,370 12,370 71021 Health Insurance 91,500 100,650 100,650 105,687 71022 TMRS 102,112 113,637 114,885 117,342 71023 FICA 40,005 44,194 46,523 46,222 71028 Workers Compensation 1,305 1,426 I ,411 1,438 71041 Allowances 8,460 9,600 9,600 9,600 Total Personnel Services 796,121 876,122 883,600 916,963 7200 Supplies 72001 Office Supplies 7,444 9,000 9,000 9,000 72002 Postage Supplies 634 750 750 1,300 72004 Printing Supplies 596 800 500 500 72007 Wearing Apparel 628 1,000 1,000 1,200 72016 Motor Vehicle Supplies 13,914 15,000 15,000 15,000 72021 Minor Tools 755 1,000 1,000 1,000 72045 Computer Software Supply 1,187 9,026 9,026 13,325 72061 Meeting Supplies 452 600 600 1,000 Total Supplies 25,610 37,176 36,876 42,325 7300 Maintenance 73041 Furniture/Fixtures Maint 500 500 800 73043 Motor Vehicles Maint 12,015 12,000 12,000 15,000 Total Maintenance 12,015 12,500 12,500 15,800 7400 Services 74001 Communication 674 74042 Education & Training 7,004 9,000 9,000 8,670 74051 Non City Facility Rental 2,820 74071 Association Dues 1,326 2,215 2,215 1,679 Total Services 9,004 14,035 11,215 10,349 Total Operating 842,750 939,833 944,191 985,437 8000 Capital Outlay 80001 Furniture & Equip <$5,000 2,678 16,000 6,000 84042 Machinery & Equipment 52,326 84043 Motor Vehicles 73,004 Total Capital Outlay 2,678 16,000 6,000 125,330 TOTAL DEPARTMENT $ 845,428 $ 955,833 $ 950,191 $ 1,110,767 5-57 CITY OF BAYTOWN PROGRAM SUMMARY j4000 PUBLIC HEALTH I Program Description The Department consists of five divisions: Environmental Health, Mosquito Control, Neighborhood Protection, Storm Water Management, and Animal Services. The Department is responsible for the public environmental health concerns of the City. Included programs are: food establishment permits and inspections, public swimming pool permits and inspections, vector control (mosquito related public health and nuisance issues), environmental pollution complaints, neighborhood public nuisance complaints (high grass, weeds, illegal dumpsites and junk vehicles), public education and information opportunities, major scheduled clean up activities, storm water quantity and quality issues, quality animal services and community service program (court assigned probationers). Major Goals • Prevention of food borne illness or disease and/or disease transmission to and between humans. • Improvement of access to public and environmental health information and issues by the general public. • Increase the number of properties maintained in compliance within the City. Workload Measures 1. Food service establishment permits 2. Temporary events 3. Public pools inspected 4. Mosquito control miles sprayed/larvicided 5. Neighborhood Protection complaints 6. Neighborhood Protection miles surveyed 7. Neighborhood Protection scheduled clean up events 8. Animal pickups 9. Animal redemptions I 0. Animal surrenders II. Bite incidents 12. Adoptions Performance Measures 1. Food service inspections 2. Pools inspections 3. Mosquito Control Adulticide application hours 4. Mosquito Control Larvicide application/ surveillance hours 5. Neighborhood Protection complaints resolved 6. Animal redemptions 7. Animal adoptions 5-58 • Increase public awareness and understanding of environmental health, mosquito control, animal services, litter abatement and storm water issues. • Maintain infrastructure and resources to effectively meet the needs of the community. Major Objectives • Continuation of standardized risk assessment and inspection program for food establishments, mosquito control, neighborhood protection and storm water. • Improve compliance resolution percentages of complaints in all divisions. • Improve web site access and establish routine information updates both on web site and in local media. • Maintain minimal levels of acceptable services and programs. • Provide quality animal services at the Animal Services Shelter and Adoption Center. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 522 500 555 575 224 230 230 225 53 90 70 80 27,871 16,000 10,000 16,000 4,985 5,500 5,000 5,000 20,314 18,000 18,300 20,000 4 4 4 4 2,286 4,000 4,400 4,000 419 500 500 550 2,726 2,500 2,700 2,500 132 100 110 100 874 1,100 1,200 1,200 2,135 2,200 1,600 2,500 481 500 450 500 952 1,000 800 1,000 1,611 1,500 1,300 1,500 4,985 5,000 4,000 4,500 419 500 460 500 874 1,200 1,100 1,500 CITY OF BAYTOWN SERVICE LEVEL BUDGET 14000 PUBLIC HEALTH Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 934,824 $ 1,022,639 $ 1,032,664 $ 1,093,540 71003 Part Time Wages 4,566 9,762 9,762 12,605 71009 Overtime 21,648 22,240 23,800 24,500 71011 Extra Help/Temporary 10,292 71021 Health Insurance 210,450 231,495 231,495 243,082 71022 TMRS 177,959 196,987 200,004 206,915 71023 FICA 70,252 78,621 81,642 83,159 71028 Workers Compensation 6,164 7,998 7,768 8,658 71041 Allowances 21,683 21,600 21,600 21,600 Total Personnel Services 1,457,838 1,591,342 1,608,735 1,694,059 7200 Supplies 72001 Office Supplies 19,839 15,025 18,000 16,125 72002 Postage Supplies (462) 8,300 6,800 8,300 72004 Printing Supplies 3,456 5,250 5,400 5,250 72005 Animal Feed Supplies 4,854 4,984 4,984 5,464 72007 Wearing Apparel 5,149 5,890 6,030 5,890 72010 Garbage Bags 211 600 550 600 72016 Motor Vehicle Supplies 39,228 47,830 43,600 52,086 72021 Minor Tools 29,965 14,870 17,000 16,820 72026 Cleaning & Janitorial Sup 10,809 10,533 10,700 10,533 72031 Chemical Supplies 81,691 95,017 92,500 95,017 72032 Medical Supplies 630 1,800 2,100 1,800 72041 Educational Supplies 102 1,350 1,250 1,350 72045 Computer Software Supply 36,747 36,747 7,000 Total Supplies 195,472 248,196 245,661 226,235 7300 Maintenance 73001 Land Maintenance 2,640 1,800 2,640 73011 Buildings Maintenance 28,097 22,000 20,495 30,000 73027 Heat & Cool Sys Maint 6,428 6,600 7,400 6,600 73041 Furniture/Fixtures Maint 832 900 800 800 73042 Machinery & Equip Maint 5,197 4,000 3,300 4,000 73043 Motor Vehicles Maint 23,302 16,400 17,700 18,500 Total Maintenance 63,856 52,540 51,495 62,540 7400 Services 74001 Communication 75 90 800 90 74002 Electric Service 38,085 46,000 46,000 45,000 74005 Natural Gas 4,934 4,510 4,500 5,500 74011 Equipment Rental 7,417 9,000 8,500 5,500 5-59 CITY OF BAYTOWN SERVICE LEVEL BUDGET 14000 PUBLIC HEALTH Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 74021 Special Services 57,963 56,139 48,100 64,139 74026 Janitorial Services 3,735 6,940 6,940 6,940 74042 Education & Training 20,139 19,990 18,990 21,820 74051 Non City Facility Rental 603 7,200 7,839 7,200 74056 Vacant Lot Cleaning 139,192 138,426 134,000 140,000 74058 Landfill Fees 71,517 55,610 61,060 73,610 74071 Association Dues 4,135 5,018 3,540 5,018 Total Services 347,795 348,923 340,269 374,817 7500 Sundry Charges 75051 Court Cost 4,997 3,000 7,500 8,000 Total Sundry & Other 4,997 3,000 7,500 8,000 7700 Miscellaneous 77109 Bytn Beauti Adv Comm-Bbac 12,207 18,000 8,000 15,000 Total Miscellaneous 12,207 18,000 8,000 15,000 Total Operating 2,082,166 2,262,001 2,261,660 2,380,651 8000 Capital Outlay 80001 Furniture & Equip <$5,000 28,976 84042 Machinery & Equipment 14,000 14,000 14,000 84043 Motor Vehicles 57,626 62,000 62,000 Total Capital Outlay 86,602 76,000 76,000 14,000 9000 Other Financing Sources 91351 To Capital Improvement Prg 95,380 Total Capital Outlay 95,380 TOTAL DEPARTMENT $ 2,264,148 $ 2,338,001 $ 2,337,660 $ 2,394,651 5-60 BAYTOWN 5-6 1 CITY OF BAYTOWN PROGRAM SUMMARY lsooo PARKS & RECREATION I Program Description The Parks and Recreation Department is responsible for the direction, supervisiOn, operation and maintenance of forty-nine parks, comprising more than 1,137.81 acres, of which 584 acres are fully developed requiring regular maintenance. The Department is responsible for mowing over 120 miles of the City's medians/parkways, roadsides, ditches, alleys and the grounds of City Hall. They also operate a greenhouse/tree nursery at the Park Street Service Center. The Department is responsible for the City's recreation programs, special events, athletics, Pirates Bay Water Park, Calypso Cove, Bergeron Park Splash Deck, Roseland Park Spray Park, McElroy Park Spray Park, Pelly Park Splash Deck, Central Heights Splash Deck, two skate parks, a Bark Park and rental facilities. In addition, the Department maintains the Bayland Waterfront Marina and Boat Launching Facility. The Department is also responsible for the City's environmental education programs and facilities including the Eddie V. Gray Wetlands Education and Recreation Center and the Baytown Nature Center. Supervisory staff also handles operations personnel handle planning, grant writing, renovations and construction of many City facility improvements. In addition to daily and seasonal maintenance operations, the Parks and Recreation Department sponsors and co-sponsors, with considerable volunteer support, many youth/adult programs, plus special events such as the July 3rd and 4th Celebration, Special Olympics Track Meet, Daddy and Me Valentines Dance, softball tournaments, Art Show, the Grito Fest, Christmas Parade and other community events. The Nurture Nature Festival highlighting the Baytown Nature Center and the Wetlands Center has proven to be a successful festival. The Department works closely with the Parks and Recreation Advisory Board in linking citizens to the planning of facility operations, programs, and events. Key staff has Transportation HUB and Liaison duties under the City's Emergency Management Plan. The Friends of the Baytown Nature Center and the Friends of the Eddie V. Gray Wetlands Education and Recreation Center as well as the Parks and Recreation Advisory Board are citizen committees on which the staff consult, monitor and assist. This year's budget includes 48 full-time employees and more than 350 part-time employees, most of who are employed on a seasonal basis. This includes Wetlands 5-62 Center and Baytown Nature Center employees, building attendants and seasonal park maintenance staff and both Pirates Bay Water Park and Calypso Cove. The Department operates an enterprise fund for the Pirates Bay Waterpark which opened on June 23, 2010 and Calypso Cove that opened on May 28, 20 11. The new facilities require over 300 part time employees including life guards, concession workers, ticket takers and maintenance personnel. The Pirates Bay Expansion project that opened in May 20 14 increased the capacity of the park to I ,500 and in tum increased the number of seasonal employees from 200 to 300. Revenue from both facilities more than pays for the maintenance and operations of the two plants. At least two of the major goals set by the Baytown's Comprehensive Plan lay within the scope of this department. Those are beautification and expanded recreational opportunities. Major Goals • Demonstrate sensitivity to citizen's needs in planning programs and facilities. • Follow the goals and objectives of the updated Parks, Recreation, Open Space and Greenway Master Plan that includes a citywide trail plan. • Support the accomplishment of the City Council's Visioning priorities which include, but are not limited to: Development and Redevelopment, Infrastructure Maintenance and Improvement, and Creating a Community we can all be proud of. • Expand promotional and marketing efforts for all special events and programs • Expand recreation opportunities, especially for youth. • Improve the community's image and appearance by providing quality recreation programs and safe, well-maintained parks and open spaces. • Heighten community awareness of the parks and recreation services available. • Ensure that maintenance standards are kept current, and continue to make improvements. • Maintain scheduled Municipal Development District (MOD) construction projects and improvements for park facilities. • Soften Baytown's image by enhancing and promoting the City's environmental resources. 5000 PARKS & RECREATION • Follow the guidelines of the Aquatic Facilities Study and the Strategic Master Plan for Pirates Bay Waterpark to add and improve the aquatic facilities of the department. • Continue to beautify the city's medians. • Continue to expand the city's trails, linking parks to neighborhood and commercial areas where possible. Major Objectives • Solicit citizen involvement in planning of events, programs and new facilities. Workload Measures 1. Number of grant applications submitted 2. Playground inspections 3. Park Mowing Rotation Park Trimming Rotation 4. Right-of-ways mowing rotation 5. 1 gal. tree giveaways 6. Athletic league teams 7. Special events estimated attendance 8. Co-sponsored events 9. Centers/pavilions estimated attendance 10. Pirates Bay Waterpark Attendance 11. Calypso Cove Attendance 12. Inspection of skate park (Unidad & Jenkins Parks) 13. Number of Special Events Performance Measures 1. Number of Grant Applications Approved 2. Number of Park Construction Contracts A warded 3. Community Appearance Program 4. Athletic League Revenue 5. Special Events Revenue 6. Centers and Park Pavilion Revenue 7. Leisure Program Revenue 8. Pirates Bay Water Park Revenue 9. Calypso Cove Revenue • Maintain mowing rotation times with a goal in the Parks at 2 weeks, Medians at 2 weeks, Roadsides at 7 weeks and Slope Mowing at 7 weeks. • Increase scope of weed control programs on medians and right of ways. • Provide increased information to media and make regular presentations to community group • Continue tree/shrub nursery operations, plant at least 30 sizable trees in parks, and provide over 1,500 saplings for Arbor Day. • Inspect playgrounds on a consistent basis. • Clean park facilities and remove litter a minimum of two times per week in all parks and seven days week in heavily used parks. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 2 3 I 3 12 12 12 12 Mow 3 weeks Mow 2 weeks Mow 2 weeks Mow2 weeks Trim 2 weeks Trim 2 weeks Trim 2 weeks Trim 2 weeks 7 weeks 7 Weeks 7 weeks 7 weeks 1,500 1,500 1,600 1,500 280 300 310 300 120,000 115,000 120,000 120,000 7 7 7 7 264,800 300,000 300,000 305,000 133,308 155.040 160,000 160,000 18,059 17,922 18,000 18,000 24 24 24 24 37 38 38 38 2 3 1 3 12 4 18 20 5 cycles/6 5 cycles/6 5 cycles/6 5 cycles/6 weeks weeks weeks weeks $75,034 $60,000 $77,600 $65,000 $37,653 $22,000 $31,970 $25,000 $76,857 $59,300 $78,100 $70,000 $28,653 $17,000 $19,300 $17,000 $2,041,054 $2,959,140 $3,000,000 $3,000,000 $89,927 $84,420 $85,000 $85,000 5-63 CITY OF BAYTOWN SERVICE LEVEL BUDGET lsooo PARKS & RECREATION Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 1,418,248 $ 1,537,243 $ 1,542,428 $ 1,672,662 71003 Part Time Wages 162,770 173,320 193,882 244,023 71009 Overtime 97,250 101,658 116,822 123,856 71011 Extra Help/Temporary 813 71021 Health Insurance 366,000 422,730 422,730 422,750 71022 TMRS 278,069 306,545 314,247 327,928 71023 FICA 120,059 132,613 147,017 151,311 71028 Workers Compensation 57,766 66,408 69,531 74,935 71041 Allowances 9,637 9,600 9,600 9,600 Total Personnel Services 2,510,612 2,750,117 2,816,257 3,027,065 7200 Supplies 72001 Office Supplies 11,240 13,700 15,011 13,700 72002 Postage Supplies 556 1,500 567 500 72004 Printing Supplies 3,212 2,500 5,839 6,100 72007 Wearing Apparel 7,247 6,940 7,106 8,391 72016 Motor Vehicle Supplies 112,738 110,000 104,140 125,173 72019 Supplies Purch For Resale 20,162 22,000 21,379 22,000 72021 Minor Tools 13,124 15,000 14,258 14,500 72026 Cleaning & Janitorial Sup 29,847 30,365 31,440 30,700 72031 Chemical Supplies 18,951 37,000 34,467 30,000 72032 Medical Supplies 100 50 100 72041 Educational Supplies 56,870 61,180 58,208 62,180 72046 Botanical Supplies 5,956 9,500 8,726 12,150 72061 Meeting Supplies 616 Total Supplies 280,519 309,785 301,191 325,494 7300 Maintenance 73001 Land Maintenance 21,450 44,598 39,566 40,000 73011 Buildings Maintenance 50,071 61,488 56,714 61,488 73012 Docks & Piers Maintenance 44 500 200 500 73013 Recreation Equip Maint 45,171 19,500 19,278 28,057 73021 Filtration Plants Maint 168 73022 Sanitary Sewers Maint 1,200 600 1,200 73025 Streets Sidewalks & Curbs 58,531 7,900 5,320 8,200 73027 Heat & Cool Sys Maint 4,312 3,500 3,114 3,500 73028 Electrical Maintenance 64,480 37,953 37,548 48,500 73041 Furniture/Fixtures Maint 500 250 500 73042 Machinery & Equip Maint 5,062 6,500 5,265 6,500 73043 Motor Vehicles Maint 111,742 85,115 88,203 85,115 73044 Street Signs Maint 1,596 2,000 2,000 4,450 73049 Barricades Maint 96 1,000 500 1,000 5-64 Total Maintenance 362,723 271,754 258,558 289,010 CITY OF BAYTOWN SERVICE LEVEL BUDGET lsooo PARKS & RECREATION Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7400 Services 74001 Communication 895 896 925 945 74002 Electric Service 196,532 230,000 222,000 205,000 74005 Natural Gas 12,609 12,980 12,000 13,000 74011 Equipment Rental 21,537 27,207 37,755 25,870 74021 Special Services 89,527 129,653 128,537 145,637 74036 Advertising 8,189 12,300 13,403 12,300 74042 Education & Training 14,794 15,300 11' 167 14,737 74043 Registration 488 74051 Non City Facility Rental 153 74058 Landfill Fees 5,870 5,000 5,875 7,168 74071 Association Dues 1,726 2,146 2,028 2,241 74123 Instructor Fees 25,220 23,000 21,593 23,000 Total Services 377,539 458,482 455,283 449,898 7500 Sundry Charges 77106 Little League Light Contr 12,000 12,000 12,000 12,000 Total Sundry & Other 12,000 12,000 12,000 12,000 Total Operating 3,543,394 3,802,138 3,843,289 4,103,467 8000 Capital Outlay 80001 Furniture & Equip <$5,000 52,180 2,000 1,880 5,536 81011 Signs 20,000 19,953 82011 Building & Improvements 25,043 25,000 15,750 83039 Other Improvements 12,804 11,500 10,364 84042 Machinery & Equipment 74,994 24,450 23,864 16,450 84043 Motor Vehicles 26,407 29,250 30,563 84047 Computer Software 84052 Heavy Equipment 228,579 94,524 94,524 70,083 84061 Other Equipment 49,000 35,000 36,485 45,500 85001 Construction 39,727 Total Capital Outlay 483,691 241,767 242,633 153,319 TOTAL DEPARTMENT $ 4,027,085 $ 4,043,905 $ 4,085,922 $ 4,256,786 5-65 CITY OF BAYTOWN PROGRAM SUMMARY 16000 STERLING MUNICIPAL LffiRARY Program Description The mission of this department is to provide a program of public library service which makes resources available to the citizens for: life-long learning; access to information; a rich and satisfying leisure life. Major Goals • Provide a rich collection of current materials appropriate for recreational reading and listening, for all ages by having current titles and information on current topics. • Use a well-trained staff and adequate print and electronic resources to provide timely, accurate and useful information for community residents, and provide them with assistance in leaning to use these resources. • Employ services for children, birth through high school, as well as for parents and children together, to assist them in learning to find, evaluate and use information effectively. • Provide a variety of resources and services to assist residents in achieving their personal goals through all phases of their lives. Workload Measures I. Annual visits to library 2. Annual circulation 3. Use of electronic resources 4. Annual reference transactions 5. Materials added 6. Registered borrowers 7. Program attendance 8. Public service hours of user training 9. Passports issued Performance Measures I. Reference transactions per user visit 2. Circulation per user visit 3. New materials per borrower 4. . Average circulation per item owned 5. Attendance per program 6. Times databases accessed 7. Total Internet hits 8. Passport sales income to City 5-66 • Increase capacity to serve Spanish-speaking patrons of all ages through programming and collection development. • Increase Library's capacity to provide patrons with digital formats including E-books and downloadable audio and video and enhance the Library's capacity to connect with patrons electronically through a variety of web-based media tools. Major Objectives • Meet patron demand for popular material by limiting hold ratio to a maximum of three holds per item. • Annual turnover rate per library item will be greater than 4.0. • Annual circulation per capita will exceed state and local averages. • The number of users accessing electronic resources including databases, e-books and downloadable media will increase by 3% each year through 20 I 5. Actual Budget Estimated Projected 2012-2013 2013-2014 2013-2014 2014-2015 354,343 390,000 339,000 340,000 558,405 530,000 559,000 523,000 324,215 300,000 328,000 340,000 68,944 85,000 90,000 92,000 25,043 18,000 25,794 26,546 44,911 41,000 46,000 47,300 II ,935 12,000 14,000 14,500 837 1,000 1,050 1,100 3,561 2,500 3,000 3,500 .24 .25 .26 .27 1.7 1.7 1.64 1.7 .44 .44 .47 .5 2.8 2.8 3 3 26 25 30 30 36,028 35,000 36,000 37,000 251,761 260,000 200,000 240,000 89,025 40,000 70,000 70,000 CITY OF BAYTOWN SERVICE LEVEL BUDGET 16000 STERLING MUNICIPAL LffiRARY Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 1,068,353 $ 1,1 02,191 $ 1,112,413 $ 1,108,468 71003 Part Time Wages 276,184 278,410 277,456 292,243 71009 Overtime 36,148 34,800 36,000 36,000 71021 Health Insurance 219,600 241,560 241,560 243,081 71022 TMRS 201,807 210,606 214,563 208,720 71023 FICA 102,432 110,058 117,326 107,638 71028 Workers Compensation 6,764 6,077 6,568 6,135 71041 Allowances 5,120 5,100 5,100 5,100 Total Personnel Services 1,916,408 1,988,802 2,010,986 2,007,385 7200 Supplies 72001 Office Supplies 11 '142 10,000 10,000 10,000 72002 Postage Supplies 10,403 10,000 9,000 10,000 72016 Motor Vehicle Supplies 727 750 750 750 72021 Minor Tools 15,941 15,000 13,500 15,000 72023 Library Materials 262,762 255,000 255,000 255,000 72026 Cleaning & Janitorial Sup 7,196 8,200 8,200 8,500 72090 Print Shop Supplies 3,770 6,000 6,000 6,000 Total Supplies 311,941 304,950 302,450 305,250 7300 Maintenance 73001 Land Maintenance 24,613 22,000 21,500 22,000 73011 Buildings Maintenance 66,841 50,000 60,000 79,000 73027 Heat & Cool Sys Maint 4,682 7,500 8,000 8,500 73041 Furniture/Fixtures Maint 5,431 8,550 8,700 8,700 73042 Machinery & Equip Maint 408 1,500 1,500 1,500 73043 Motor Vehicles Maint 1,002 1,000 800 1,000 73046 Books -Maintenance 8,540 13,000 11,500 13,000 Total Maintenance 111,517 103,550 112,000 133,700 7400 Services 74001 Communication (4,830) 20,000 20,000 20,000 74002 Electric Service 65,454 93,000 70,000 70,000 74005 Natural Gas 8,842 8,000 9,000 10,000 74011 Equipment Rental 29,954 36,000 36,000 36,000 74021 Special Services 79,426 74,600 67,600 74,600 74042 Education & Training 9,179 13,000 13,000 13,000 74051 Non City Facility Rental 950 1,000 1,000 1,250 74071 Association Dues 538 1,250 1,250 1,250 Total Services 189,513 246,850 217,850 226,100 Total Operating 2,529,379 2,644,152 2,643,286 2,672,435 5-67 CITY OF BAYTOWN SERVICE LEVEL BUDGET 16000 STERLING MUNICIPAL LffiRARY Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 8000 Capital Outlay 80001 Furniture & Equip <$5,000 31,506 30,000 30,000 30,000 81011 Signs 39,903 83039 Other Improvements 5,000 84042 Machinery & Equipment 31,037 Total Capital Outlay 107,446 30,000 30,000 30,000 TOTAL DEPARTMENT $ 2,636,825 $ 2,674,152 $ 2,673,286 $ 2,702,435 5-68 CITY OF BAYTOWN SERVICE LEVEL BUDGET 19010 TRANSFERS OUT This cost center represents funding to other funds and costs allocation for operating services. Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 9000 Other Financing Uses 91201 To Municipal Ct Security $ 32,471 $ 58,520 $ 40,544 $ 61,020 91226 To Miscellaneous Police 68,876 92,949 79,394 96,006 91231 To Odd Trust & Agency 5,240 91291 To Emergency Management 9,350 10,000 10,000 91296 To Nature Center 4,621 91298 To Wetland Research Ctr 164,266 191,701 179,565 189,104 91350 To Gen Capital Proj Fund 91,700 91351 To Capital Improvement Prg 540,000 540,000 540,000 540,000 91401 ToGOIS 340,548 235,014 235,014 91450 To Accrued Leave-General 850,000 850,000 850,000 350,000 91540 To Bayland Island 280,395 37,549 37,549 91550 To Internal Service Fnd 153,935 161,242 161,242 163,121 91552 To Warehouse Operations 37,664 43,497 43,497 44,436 Total Other Financing Uses 2,482,745 2,225,093 2,176,805 1,535,387 TOTAL DEPARTMENT $ 2,482,745 $ 2,225,093 $ 2,176,805 $ 1,535,387 5-69 BAYTOWN 5-70 CITY OF BAYTOWN GENERAL DEBT SERVICE FUND 401 BUDGET SUMMARY BY FUND Actua l Budget Est imated Adopted 2012-13 2013-14 2013-14 2014-15 BEGJNNlNG BALANCE $ 1,229,11 6 $ 3,7 15 ,520 $ 3 ,7 15 ,520 $ 5 ,30 I ,63 4 Add: C urre nt Ad Va lo re m Taxes 8,71 6,4 78 9,159,587 9 ,206,700 9,625,503 De linque nt Ad Valorem Ta xes 36 1,428 225,000 395 ,000 370,000 Pena lty and Inte rest 20 4,112 135,000 185 ,000 175,000 Inte res t o n In vestme nt s 3 4,9 13 10 ,000 30,000 32,000 Transfe r In fro m Ge ne ra l Fund 340,54 8 235,0 14 235 ,0 14 Tra ns fe r In fr o m WWIS 1,444 ,687 2,367 ,4 87 2 ,367 ,4 87 Trans fe r In fro m MOD 437,4 88 427 ,738 427 ,738 4 37,888 Re fundin g Bo nd Proceeds 2,830,000 2 ,830,000 3 ,4 90,000 Fro m Bo nd Fund 4 ,990 T o tal Revenues 11 ,544,644 15,389 ,826 15 ,676,939 14,130 ,39 1 FUNDS AVAILABLE FOR DEBT SERVICE 12,773 ,760 19,105 ,346 19,392 ,459 19 ,432 ,025 Deduct: Princ ip a l Paym ents 5,600,96 3 10,066,86 1 I 0 ,066,86 1 8,556,4 22 Int e rest P ayme nt s 3,439,245 3,678 ,6 12 3,678 ,6 12 3,976,13 1 O th er Debt Payme nt s 580 ,000 297,352 200,000 Re fundin g Bo nd P ayments 3 ,490 ,000 Trans fe r to WWI S Issua nce Costs P ayi ng Agent Fees 850 Arbitrage Calc ulatio n 17,182 48 ,000 48 ,000 48 ,000 Tota l Deduc ti o ns 9 ,058,240 14 ,373 ,473 14,090,825 16 ,270,553 ENDING BALMI/CE $ 3,7 15,520 $ 4 ,73 1,873 $ 5,30 1,634 $ 3 ,16 1,4 72 Tax Rate Allocation Between Operating & Debt .4579% ii Ma in te na nce a nd Operat ion s .-;Int e re s t and Si nking 6-1 CITY OF BAYTOWN ASSESSED VALUATION, ESTIMATED AD VALOREM COLLECTIONS & AD VALOREM TAX RATE ALLOCATION Estimate of Fiscal Year 2014-15 (Tax Year 2014) Taxable Values: HCAD CCAD (2014 Tax Year Certified Value) Recommended Adjustment to HCAD Total Est. Taxable Value Adjustments to Taxable Values: Subtract TIRZ increment Total Est. Adjustments to Taxable Value: Estimated Taxable Assessed Valuation for Fiscal Year 20 I 4-15 Tax Rate per $1 00 Valuation Estimated Tax Levy* Estimated Collections Total Estimated Tax Levy Available TAX RATE PER $100 Tax Rate Allocation: Maintenance and Operations (M&O) Interest and Sinking (I&S) Totals Note: Revenue Generated per $0.01 Actual Actual Rate Rate 2012-13 2013-14 $0.43658 $ 0.43713 0.38545 0.38490 $0.82203 $ 0.82203 $ 255,7I9 Adopted Allocation Rate of Rate 2014-15 2014-15 $0.44562 54.21% 0.3764I 45.79% $0.82203 IOO.OO% Estimates $2,612,827,175 157,192, I 6I 2, 770,019,336 (I I 6,273,250) (I 16,273,250) 2,653,746,086 0.82203 21,814,589 96.36°/o $ 21,020,835 Estimated Tax Levy 2014-15 $ 11,395,332 9,625,503 $ 2I,020,835 • Each year, the estimated tax levy may be different than the actual tax levy approved and adopted by the City Council. This difference is primarily due to delays in receiving the certified roll from the Harris County Appraisal District. Certified rolls are due by July 25th or as soon thereafter as practicable. The City traditionally receives the certified rolls in late August. This delay hinders the City's ability to finalize budget estimates for ad valorem taxes in a timely manner. Revenue Projections are estimates based on assumptions and are subject to change. 6-2 Fiscal Year 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 CITY OF BAYTOWN ASSESSED VALUATIONS, TAX LEVY AND COLLECTIONS (Last Ten Fiscal Years) Rate Current Year Taxable Per $100 Tax Taxes Percent Collected Value Valuation Levied Collected Current Year $ 2,077,364,360 $ 0.73703 $ 15,310,799 $ 14,545,259 95.0% $ 2, 146,73 9,345 $ 0.73703 $ 15,822,113 $ 14,937,709 94.4% $ 2,270,656,83 9 $ 0.73703 $ 16,735,422 $ 15,801,774 94.4% $ 2,469,616,0 I 0 $ 0.73703 $ 18,201,811 $ 17,584,253 96.6% $ 2,642,227,057 $ 0.78703 $ 20,795,120 $ 20,076,918 96.5% $ 2,592,549,839 $ 0.78703 $ 20,404,145 $ 19,300,000 94.6% $ 2,469,711,773 $ 0.78703 $ 19,437,373 $ 17,199,217 88.5% $ 2,416,3 77,805 $ 0.82203 $ 19,863,350 $ 19,425,273 97.8% $ 2,516, 710,223 $ 0.82203 $ 20,688,113 $ 19,334,873 93.5% $ 2,651 ,694,531 * $ 0.82203 $ 21,797,725 $ 20,450,126 93.8% *As of July 17,2014 6-3 Series Obligation I 2006 General Obhgat1on - Refunding Totals 2006 General Obligation 2007 A Certificate of Obligation 2008 General Obligation 2010 General Obligation Refd 2010 Certificate of Obligation 2011 General Obligation & Refd 2012 General Obligation & Refd 2013 General Obligation 20 14 General Obligation & Refd Subtotal Energy Perfonnance Lease Total General Obligation Debt CITY OF BAYTOWN GENERAL LONG TERM DEBT SCHEDULE OF FISCAL YEAR 2014-15 REQUIREMENTS Principal Principal & Interest Amount of Outstanding Requirements for 2014-15 Principal Outstanding Issue Oct. 1, 2014 Principal Interest Total Sept. 30, 2015 $ 3,490,000 $ 3,490,000 $ $ 3,490,000 $ $ 3,490,000 $ 3,490,000 $ $ 3,490,000 $ $ 5,215,000 $ 240,000 $ 240,000 $ 4,800 $ 244,800 $ 1,000,000 345,000 110,000 11,078 121,078 235,000 12,890,000 10,495,000 530,000 427,838 957,838 9,965,000 16,190,000 5,285,000 1,530,000 125,050 1,655,050 3,755,000 10,000,000 8,450,000 405,000 311,806 716,806 8,045,000 22,390,000 18,360,000 1,205,000 681,169 1,886,169 17,155,000 30,225,000 28,490,000 2,005,000 916,256 2,921,256 26,485,000 16,800,000 16,140,000 675,000 450,525 1,125,525 15,465,000 28,520,000 28,520,000 1,550,000 994,375 2,544,375 26,970,000 116,325,000 8,250,000 3,922,897 12,172,897 108,075,000 3,473,619 2,579,696 306,422 53,234 359,656 2,273,274 $ 118,904,696 $ 8,556,422 $ 3,976,131 $ 12,532,553 $ 110,348,274 . 1 -GOs Series 2006 to be refunded 2/20 IS out of the escrow fund. 6-4 CITY OF BAYTOWN ANNUAL REQUIREMENT TO AMORTIZE GENERAL OBLIGATION DEBT Fi sca l Interest In terest Total Ann ua l Debt Year Princip al Du e 2/1 Due 8/1 Interest Rc_guir cmcnt 20 15 8,250,000 2,0 16,986 1,9 05 ,91 1 3 ,922 ,897 12,172 ,897 2016 8,785,000 1,905,9 11 1,781 ,85 1 3 ,687,762 12,472 ,762 2017 8,675 ,000 1,78 1,85 1 I ,661 ,509 3,443 ,361 12,118,361 20 18 8,090,000 1,661 ,509 I ,551 ,384 3 ,2 12,89 4 11 ,302 ,894 20 19 7,290,000 1,55 1,384 1,44 1,297 2,992,682 10 ,282 ,682 2020 7,540 ,000 1,44 1,297 I ,3 10,447 2,75 1,745 I 0,29 1,745 202 1 7,545 ,000 I ,3 10,447 I, 151 ,359 2,461 ,807 10,006 ,807 2022 7,890 ,000 1,151 ,359 978 ,38 1 2,129 ,741 10 ,019 ,74 1 2023 7,345 ,000 978,381 824 ,506 1,802 ,887 9,147,887 2024 6,700,000 824 ,506 707 ,562 1,532 ,068 8,232,06 8 2025 5,895 ,000 707,562 59 6,4 94 1,304 ,05 6 7,199,0 56 2026 5,740 ,000 596 ,494 487 ,776 1,084 ,269 6,824 ,2 69 202 7 4,695 ,000 487 ,776 401 ,319 889 ,095 5,584 ,0 9 5 2028 4,875 ,000 401 ,3 19 30 9,960 711,279 5,58 6,279 2029 4,005 ,000 309,960 23 7,413 547,373 4,552 ,373 2030 4,150,000 237 ,4 13 160 ,438 397,851 4,547,85 1 2031 3,580 ,000 160,438 94 ,994 255,431 3,835 ,43 1 2032 2,680 ,000 94,994 48,447 143 ,441 2,82 3,44 1 2033 1,835 ,000 48,447 15,200 63,647 1,898 ,6 47 2034 760 ,000 15,200 15,2 00 775,2 00 $ 11 6,325 ,000 $ 17 ,683 ,233 $ 15,666 ,248 $ 33 ,34 9,48 1 $ 149,674,48 1 $15.00 Annual Deb t Se rvice Requirem e nt s $14 .00 I o-... .,_ ... I $13 .00 - $12.00 r-- ... $11.00 f--f--f--r- c 1-r-_r-§ $10.00 f--f--f-- E $9.00 1-1-1-r---- - ~ c c $8.00 --f--t--- --t--f--- "' $7.00 --E -f--f--t-----t--f-- "' ... $6.00 ·:; 1-f--f--t---- -t--f---- <:r -r- "' $5.00 -f--1-1-- - -1-f---- --c=: r-- $4.00 -1-f--1-- - -1-f----- - 1-- $3 .00 --f--1----1-f------1--1- $2 .00 - - f--1----1-f---- --1--1-1-=t:i $1.00 --1-1-- - -1-f---- --1--1-1- $--1-1-'-------'----1--- --'-----'----'---- "' "' r-00 c. "' ;::; N ~ v tr. "' r-00 <>-"' ;;; N M .,. N N N N N N N N M M M M "' "' "' "' "' "' "' "' "' "' "' "' "' "' "' "' "' "' "' "' N N N N N N N N N N N N N N N N N N N N Fi srnl Ycn r 6-5 Fiscal Interest Year Rate General Obligation Series 2006 2007 6.00% 2008 6.00% 2009 6.00% 2010 5.50% 2011 5.50% 2012 5.50% 2013 5.00% 2014 4.00% 2015 4.00% 2015 4.00% Principal Due 02/01 CITY OF BAYTOWN GENERALDEBTSERVICEFUND STATEMENT OF BONDED INDEBTEDNESS Fiscal Year 2014-15 Interest Interest Total Due 02/01 Due 08/01 Interest Refund $3,490,000 as of Feb. 1, 2015 Annual Requirement Date of Issue -March 1, 2006 Term -20 Years $ 80,000 $ 217,903 $ 116,456 $ 334,359 $ 414,359 175,000 116,456 111,206 227,663 402,663 180,000 111,206 105,806 217,013 397,013 190,000 105,806 100,581 206,388 396,388 200,000 100,581 95,081 195,663 395,663 210,000 95,081 89,306 184,388 394,388 220,000 89,306 83,806 173,113 393,113 230,000 83,806 79,206 163,013 393,013 240,000 4,800 4,800 244,800 3,490,000 3,490,000 $ 5,215,000 $ 924,947 $ 781,450 $ 1,706,400 $ 6,921,400 Certificates of Obli ation Series 2007 A Date of Issue-A rilt9, 2007 Term -10 Years 2008 3.82% $ 70,000 $ 29,923 $ 17,763 $ 47,686 $ 117,686 2009 3.82% 90,000 17,763 16,044 33,807 123,807 2010 3.82% 90,000 16,044 14,325 30,369 120,369 2011 3.82% 95,000 14,325 12,511 26,836 121,836 2012 3.82% 100,000 12,511 10,601 23, Ill 123,111 2013 3.82% 105,000 10,601 8,595 19,196 124,196 2014 3.82% 105,000 8,595 6,590 15,185 120,185 2015 3.82% 110,000 6,590 4,489 11,078 121,078 2016 3.82% 115,000 4,489 2,292 6,781 121,781 2017 3.82% 120,000 2,292 2,292 122,292 $ 1,000,000 $ 123,131 $ 93,208 $ 216,341 $ 1,216,341 6-6 Principal Outstanding $ 5,215,000 $ 5,215,000 5,135,000 4,960,000 4,780,000 4,590,000 4,390,000 4,180,000 3,960,000 3,730,000 3,490,000 $ 1,000,000 $ 1,000,000 930,000 840,000 750,000 655,000 555,000 450,000 345,000 235,ooo 1 120,000 Fiscal Interest Year Rate General Obligation Series 2008 2009 3.00% $ 2010 3.00% 2011 3.00% 2012 4.00% 2013 4.00% 2014 4.00% 2015 4.00% 2016 4.00% 2017 4.00% 2018 4.00% 2019 4.00% 2020 4.00% 2021 4.00% 2022 4.00% 2023 4.13% 2024 4.25% 2025 1.43% 2026 4.38% 2027 4.50% 2028 4.50% $ Principal Due 02/01 CITY OF BAYTOWN GENERAL DEBT SERVICE FUND STATEMENT OF BONDED INDEBTEDNESS Fiscal Year 2014-15 Interest Interest Total Due 02/01 Due 08/01 Interest Annual Requirement Date of Issue -February 15,2008 Term-20 Years 105,000 $ 504,283 $ 260,769 $ 765,052 $ 870,052 415,000 260,769 254,544 515,313 930,313 435,000 254,544 248,019 502,563 937,563 455,000 248,019 238,919 486,938 941,938 480,000 238,919 229,319 468,238 948,238 505,000 229,319 219,219 448,538 953,538 530,000 219,219 208,619 427,838 957,838 560,000 208,619 197,419 406,038 966,038 585,000 197,419 185,719 383,138 968,138 615,000 185,719 173,419 359,138 974,138 650,000 173,419 160,419 333,838 983,838 680,000 160,419 146,819 307,238 987,238 715,000 146,819 132,519 279,338 994,338 755,000 132,519 117,419 249,938 1,004,938 790,000 117,419 101 '125 218,544 1,008,544 835,000 101,125 83,381 184,506 1,019,506 875,000 83,381 64,788 148,169 1,023,169 920,000 64,788 44,663 109,450 1,029,450 970,000 44,663 22,838 67,500 1,037,500 1,015,000 22,838 22,838 1,037,838 12,890,000 $ 3,594,214 $ 3,089,931 $ 6,684,153 $ 19,574,153 General Obli ation Refundin Series 2010 Date of Issue -Februar 1, 2010 Term -8 Years 2010 $ 154,660 $ 154,660 $ 154,660 2011 3.00% $ 4,370,000 $ 186,838 121,288 308,126 4,678,126 2012 1.00% 3,230,000 121,288 105,137 226,425 3,456,425 2013 2.00% 1,825,000 105,137 86,887 192,024 2,017,024 2014 2.00% 1,480,000 86,887 72,087 158,974 1,638,974 2015 2.50% 1,530,000 72,087 52,963 125,050 1,655,050 2016 2.50% 1,345,000 52,963 36,150 89,113 1,434,113 2017 3.00% 1,385,000 36,150 15,375 51,525 1,436,525 2018 3.00% 1,025,000 15,375 15,375 1,040,375 $ 16,190,000 $ 676,725 $ 644,547 $ 1,321,272 $ 17,511,272 Principal Outstanding $ 12,890,000 $ 12,890,000 12,785,000 12,370,000 11,935,000 11,480,000 11,000,000 10,495,000 9,965,ooo 1 9,405,000 8,820,000 8,205,000 7,555,000 6,875,000 6,160,000 5,405,000 4,615,000 3,780,000 2,905,000 1,985,000 1,015,000 $ 16,190,000 $ 16,190,000 16,190,000 11,820,000 8,590,000 6,765,000 5,285,000 3,755,ooo 1 2,410,000 1,025,000 6-7 Fiscal Interest Principal Year Rate Due 02/01 CITY OF BAYTOWN GENERAL DEBT SERVICE FUND STATEMENT OF BONDED INDEBTEDNESS Fiscal Year 2014-15 Interest Interest Total Due 02/01 Due 08/01 Interest Annual Requirement Certificates of Obligation -Combined Tax & Revenue Series 2010 Date of Issue -February 1, 2010 Term -20 Years 2010 $ 140,394 $ 140,394 $ 140,394 2011 1.00% $ 380,000 $ 169,603 167,703 337,306 717,306 2012 1.00% 385,000 167,703 165,778 333,481 718,481 2013 2.00% 390,000 165,778 161,878 327,656 717,656 2014 2.00% 395,000 161,878 157,928 319,806 714,806 2015 2.00% 405,000 157,928 153,878 311,806 716,806 2016 3.00% 415,000 153,878 147,653 301,531 716,531 2017 3.00% 425,000 147,653 141,278 288,931 713,931 2018 3.00% 440,000 141,278 134,678 275,956 715,956 2019 3.50% 455,000 134,678 126,716 261,394 716,394 2020 3.50% 470,000 126,716 118,491 245,207 715,207 2021 3.50% 485,000 118,491 110,003 228,494 713,494 2022 3.63% 505,000 110,003 100,850 210,853 715,853 2023 3.75% 525,000 100,850 91,006 191,856 716,856 2024 4.00% 545,000 91,006 80,106 171,112 716,112 2025 4.00% 565,000 80,106 68,806 148,912 713,912 2026 4.13% 590,000 68,806 56,638 125,444 715,444 2027 4.25% 615,000 56,638 43,569 100,207 715,207 2028 4.25% 640,000 43,569 29,969 73,538 713,538 2029 4.38% 670,000 29,969 15,313 45,282 715,282 2030 4.38% 700,000 15,313 15,313 715,313 $ 10,000,000 $ 2,241,844 $ 2,212,635 $ 4,454,479 $ 14,454,479 General Obli ation and Refundin Bonds Series 2011 Date of Issue -Februar 1,2010 Term -20 Years 2012 0.25% $ 1,720,000 $ 427,211 $ 384,272 $ 811,483 $ 2,531,483 2013 3.00% 1,140,000 384,272 367,172 751,444 1,891,444 2014 3.00% 1,170,000 367,172 349,622 716,794 1,886,794 2015 3.00% 1,205,000 349,622 331,547 681,169 1,886,169 2016 3.00% 1,240,000 331,547 317,147 648,694 1,888,694 2017 3.00% 1,270,000 317,147 297,222 614,369 1,884,369 2018 3.00% 1,315,000 297,222 277,497 574,719 1,889,719 2019 3.00% 1,345,000 277,497 257,322 534,819 1,879,819 2020 4.00% 1,400,000 257,322 229,322 486,644 1,886,644 2021 5.00% 1,465,000 229,322 192,697 422,019 1,887,019 2022 5.00% 1,540,000 192,697 154,197 346,894 1,886,894 2023 3.50% 715,000 154,197 141,684 295,881 1,010,881 2024 3.75% 740,000 141,684 127,809 269,494 1,009,494 2025 4.00% 770,000 127,809 112,409 240,219 1,010,219 2026 4.00% 805,000 112,409 96,309 208,719 1,013,719 2027 4.00% 835,000 96,309 79,609 175,919 1,010,919 2028 4.13% 870,000 79,609 61,666 141,275 1,011,275 2029 4.25% 910,000 61,666 42,328 103,994 1,013,994 2030 4.38% 945,000 42,328 21,656 63,984 1,008,984 2031 4.38% 990,000 21,656 21,656 1,011,656 $ 22,390,000 $ 4,268,698 $ 3,841,488 $ 8,110,189 $ 30,500,189 6-8 Principal Outstanding $ 10,000,000 $ 10,000,000 10,000,000 9,620,000 9,235,000 8,845,000 8,450,000 8,o45,ooo 1 7,630,000 7,205,000 6,765,000 6,310,000 5,840,000 5,355,000 4,850,000 4,325,000 3,780,000 3,215,000 2,625,000 2,010,000 1,370,000 700,000 $ 22,390,000 $ 22,390,000 20,670,000 19,530,000 18,360,000 17,155,ooo 1 15,915,000 14,645,000 13,330,000 11,985,000 10,585,000 9,120,000 7,580,000 6,865,000 6,125,000 5,355,000 4,550,000 3,715,000 2,845,000 1,935,000 990,000 Fiscal Interest Principal Year Rate Due 02/01 CITY OF BAYTOWN GENERAL DEBT SERVICE FUND STATEMENT OF BONDED INDEBTEDNESS Fiscal Year 2014-15 Interest Interest Total Due 02/01 Due 08/01 Interest Annual Requirement General Obligation and Refunding Bonds Series 2012 Date of Issue -February 1, 2012 Term-20 Years 2012 $ 389,687 $ 389,687 $ 389,687 2013 2.00% $ 575,000 $ 490,516 484,766 975,281 1,550,281 2014 2.00% 1,160,000 484,766 473,166 957,931 2,117,931 2015 3.00% 2,005,000 473,166 443,091 916,256 2,921,256 2016 3.00% 2,060,000 443,091 412,191 855,281 2,915,281 2017 1.00% 2,115,000 412,191 391,041 803,231 2,918,231 2018 1.00% 2,145,000 391,041 369,591 760,631 2,905,631 2019 3.00% 2,205,000 369,591 336,516 706,106 2,911,106 2020 3.00% 2,265,000 336,516 302,541 639,056 2,904,056 2021 4.50% 2,350,000 302,541 249,666 552,206 2,902,206 2022 5.00% 2,465,000 249,666 188,041 437,706 2,902,706 2023 5.00% 2,585,000 188,041 123,416 311,456 2,896,456 2024 2.50% 1,740,000 123,416 101,666 225,081 1,965,081 2025 3.00% 735,000 101,666 90,641 192,306 927,306 2026 3.00% 760,000 90,641 79,241 169,881 929,881 2027 3.00% 780,000 79,241 67,541 146,781 926,781 2028 3.00% 805,000 67,541 55,466 123,006 928,006 2029 3.00% 830,000 55,466 43,016 98,481 928,481 2030 3.13% 855,000 43,016 29,656 72,672 927,672 2031 3.25% 880,000 29,656 15,356 45,013 925,013 2032 3.38% 910,000 15,356 15,356 925,356 $ 30,225,000 $ 4,747,119 $ 4,646,291 $ 9,393,405 $ 39,618,405 Principal Outstanding $ 30,225,000 $ 30,225,000 30,225,000 29,650,000 28,490,000 26,485,ooo I 24,425,000 22,310,000 20,165,000 17,960,000 15,695,000 13,345,000 10,880,000 8,295,000 6,555,000 5,820,000 5,060,000 4,280,000 3,475,000 2,645,000 1,790,000 910,000 6-9 Fiscal Interest Principal Year Rate Due 02/01 CITY OF BAYTOWN GENERAL DEBT SERVICE FUND STATEMENT OF BONDED INDEBTEDNESS Fiscal Year 2014-15 Interest Interest Total Due 02/01 Due 08/01 Interest Annual Requirement General Obligation Bonds Series 2013 Date of Issue -April 1, 2013 Term-20 Years 2013 2.00% $ 128,074 $ 128,074 $ 128,074 2014 2.00% $ 660,000 $ 235,238 228,638 463,875 1,123,875 2015 2.00% 675,000 228,638 221,888 450,525 1,125,525 2016 2.00% 685,000 221,888 215,038 436,925 1,121,925 2017 2.00% 700,000 215,038 208,038 423,075 1,123,075 2018 2.00% 715,000 208,038 200,888 408,925 1,123,925 2019 2.00% 730,000 200,888 193,588 394,475 1,124,475 2020 2.00% 745,000 193,588 186,138 379,725 1,124,725 2021 3.00% 760,000 186,138 174,738 360,875 1,120,875 2022 3.00% 780,000 174,738 163,038 337,775 1,117,775 2023 3.00% 800,000 163,038 151,038 314,075 1,114,075 2024 3.00% 825,000 151,038 138,663 289,700 1,114,700 2025 3.00% 850,000 138,663 125,913 264,575 1,114,575 2026 3.00% 875,000 125,913 112,788 238,700 1,113,700 2027 3.00% 905,000 112,788 99,213 212,000 1,117,000 2028 3.13% 935,000 99,213 84,603 183,816 1,118,816 2029 3.13% 965,000 84,603 69,525 154,128 1,119,128 2030 3.25% 995,000 69,525 53,356 122,881 1 '117,881 2031 3.25% 1,030,000 53,356 36,619 89,975 1,119,975 2032 3.38% 1,065,000 36,619 18,647 55,266 1,120,266 2033 3.38% 1,105,000 18,647 18,647 1,123,647 $ 16,800,000 $ 2,917,588 $ 2,810,424 $ 5,728,012 $ 22,528,012 6-10 Principal Outstanding $ 16,800,000 $ 16,800,000 16,800,000 16,140,000 15,465,ooo I 14,780,000 14,080,000 13,365,000 12,635,000 11,890,000 11,130,000 10,350,000 9,550,000 8,725,000 7,875,000 7,000,000 6,095,000 5,160,000 4,195,000 3,200,000 2,170,000 1,105,000 Fiscal Interest Principal Year Rate Due 02/01 CITY OF BAYTOWN GENERAL DEBT SERVICE FUND STATEMENT OF BONDED INDEBTEDNESS Fiscal Year 2014-15 Interest Interest Total Due 02/01 Due 08/01 Interest Annual Requirement General Obligation and Refunding Bonds Series 2014 Date of Issue -April1, 2014 Term -20 Years 2014 $ 297,352 $ 297,352 $ 297,352 2015 2.000% $ 1,550,000 $ 504,938 489,438 994,375 2,544,375 2016 3.000% 2,365,000 489,438 453,963 943,400 3,308,400 2017 3.000% 2,075,000 453,963 422,838 876,800 2,951,800 2018 3.000% 1,835,000 422,838 395,313 818,150 2,653,150 2019 3.000% 1,905,000 395,313 366,738 762,050 2,667,050 2020 4.000% 1,980,000 366,738 327,138 693,875 2,673,875 2021 4.000% 1,770,000 327,138 291,738 618,875 2,388,875 2022 4.000% 1,845,000 291,738 254,838 546,575 2,391,575 2023 4.000% 1,930,000 254,838 216,238 471,075 2,401,075 2024 4.000% 2,015,000 216,238 175,938 392,175 2,407,175 2025 4.000% 2,100,000 175,938 133,938 309,875 2,409,875 2026 4.000% 1,790,000 133,938 98,138 232,075 2,022,075 2027 3.250% 590,000 98,138 88,550 186,688 776,688 2028 3.375% 610,000 88,550 78,256 166,806 776,806 2029 3.500% 630,000 78,256 67,231 145,488 775,488 2030 3.500% 655,000 67,231 55,769 123,000 778,000 2031 3.750% 680,000 55,769 43,019 98,788 778,788 2032 3.750% 705,000 43,019 29,800 72,819 777,819 2033 4.000% 730,000 29,800 15,200 45,000 775,000 2034 4.000% 760,000 15,200 15,200 775,200 $ 28,520,000 $ 4,509,013 $ 4,301,427 $ 8,810,440 $ 37,330,440 Principal Outstanding $ 28,520,000 $ 28,520,000 26,97o,ooo I 24,605,000 22,530,000 20,695,000 18,790,000 16,810,000 15,040,000 13,195,000 11,265,000 9,250,000 7,150,000 5,360,000 4,770,000 4,160,000 3,530,000 2,875,000 2,195,000 1,490,000 760,000 6-11 BAYTOWN 6-12 CITY OF BAYTOWN ORGANIZATION CHART HOTEL/MOTEL FUND I Cit y Co un c il I I C ity Ma nage r I Deputy C ity Ma nage r Hote l/Mote l F und 7-1 BAYTOWN 7-2 CITY OF BAYTOWN HOTEL/MOTEL FUND 232 BUDGET SUMMARY BY FUND Actual Budget Estim ated Adopted 2012-13 2013-14 2013-14 20 14-15 Reven u es H otel/Motel Occupancy Tax $ 1,079,670 $ 900,000 $ 1,100,000 $ 1,000,000 Int eres t Income 5 ,625 2 ,100 3,100 300 Tota l Revenues 1,085 ,295 902 ,100 1,10 3,100 1,000 ,300 Expenditures Personnel Services 11 7,867 235,850 183,480 279,255 Supplies 20,475 48,342 48,342 57 ,5 42 Maintenance 15,060 10 ,5 00 10 ,500 10,500 Services 506,088 575 ,475 562,10 7 629,721 Total Operatin g 659,490 870,167 804,429 977,0 18 No n -Recu r r ing Expenditures Capital Outlay 20,000 20,000 27,000 Trans fers Out -General Fund 52,500 10 ,8 00 10 ,800 10 ,8 00 Unforeseen/New Init iatives 350,000 250,000 350,000 Total Expend iture s 7 11 ,990 1,250,967 I ,085 ,229 1,364,8 18 Excess (Deficit) Revenues Over Expenditures 373,305 (348,867) 17 ,8 7 1 (364,5 18) Fund Balance -Begin ning 603,541 976,846 976,846 994,717 Fund Balance -Ending $ 976,846 $ 627,979 $ 994,7 17 $ 630,199 No. of Working Capital Days 501 183 335 169 Budget 2014-15 Expenditures by Function Historica l Promotional 2% 8 6% Bay Communities 7% 5% 7-3 CITY OF BAYTOWN PROGRAM SUMMARY 15030 HOTEL/MOTEL FUND I Program Description The Hotel/Motel Occupancy Tax provides a significant source of revenue for programs and facilities that increase tourism. Major Goals • Provide activities and promotions to enhance tourist participation within the City of Baytown. • Provide support for programs that enrich the quality of life for citizens by cultivating an appreciation in the Arts and historical presentation. Ex~enditures b;r Function 50310 Arts 50320 Promotional 50330 Historical 50350 Bay Communities Major Objectives • Continue upgrade and maintenance of facilities. • Provide related advertising and promotions. • Develop a public relations/media campaign that effectively promotes the resources of the community. • Promote Pirates Bay Waterpark to attract visitors • Enhance Baytown's image by promoting the City's environmental resources. Actual Budget Estimated Proposed 2012-13 2013-14 2013-14 2014-15 $33,338 $68,104 $67,786 $68,484 530,479 1,068,498 924,057 1,176,541 76,746 29,500 22,500 27,500 71,427 84,865 70,886 92,293 Total Expenditures $711 ,990 $1,250,967 $1,085,229 $1,364,818 7-4 CITY OF BAYTOWN SERVICE LEVEL BUDGET 15030 HOTEL/MOTEL Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 50,808 $ 100,867 $ 81,663 $ 101,964 71003 Part Time Wages 20,720 27,879 19,730 74,897 71009 Overtime 17,001 34,769 34,683 34,730 71021 Health Insurance 9,268 30,195 15,449 21,137 71022 TMRS 11,992 24,998 21,419 24,824 71023 FICA 6,620 14,298 10,362 16,027 71028 Workers Compensation 1,458 2,844 174 271 71043 Employee Incentives 5,405 Total Personnel Services 117,867 235,850 183,480 279,255 7200 Supplies 72001 Office Supplies 5,693 500 500 700 72002 Postage Supplies 1,200 1,200 1,200 72004 Printing Supplies 2,026 2,350 2,350 3,350 72007 Wearing Apparel 1,000 72041 Educational Supplies 12,756 44,292 44,292 51,292 Total Supplies 20,475 48,342 48,342 57,542 7300 Maintenance 73011 Buildings Maintenance 11,185 6,000 6,000 6,000 73027 Heat & Cool Sys Maint 3,875 3,000 3,000 3,000 73028 Electrical Maintenance 1,500 1,500 1,500 Total Maintenance 15,060 10,500 10,500 10,500 7400 Services 74001 Communication 1,140 1,140 1,140 74002 Electric Service 8,679 14,000 12,000 10,000 74005 Natural Gas 1,624 3,000 3,000 2,000 74011 Equipment Rental 8,419 15,500 15,500 15,500 74021 Special Services 225,888 238,225 227,677 278,911 74036 Advertising 255,117 285,000 285,000 298,000 74042 Education & Training 3,772 8,500 7,500 13,000 74051 Non City Facility Rental 891 290 74071 Association Dues 1,698 10,110 10,000 11,170 Total Services 506,088 575,475 562,107 629,721 Total Operating 659,490 870,167 804,429 977,018 8000 Capital Outlay 80021 Special Programs 20,000 20,000 27,000 Total Capital Outlay 20,000 20,000 27,000 9100 Other Finance Uses 91101 To General Fund 10,800 10,800 10,800 91351 To Capital Improvement Prg 52,500 Total Other Financing Uses 52,500 10,800 10,800 10,800 9900 Contingencies 99002 Unforeseen/New Initiative 350,000 250,000 350,000 Total Contingencies 350,000 250,000 350,000 TOTAL DEPARTMENT $ 711,990 $ 1,250,967 $ 1,085,229 $ 1,364,818 7-5 * Bay Communities Clean-up *Baytown Historical Museum * Baytown Nature Center *Baytown Tourism Advertising * Baytown Tourism Partnership Grant Program * Buc-ee's Visitor Kiosk * Community Wide Banners * Economic Alliance * Expos, Training & Assc. Dues * Grito Fest * Nurture Nature Fest * July 3rd/4th Festival * Personnel & Administrative Expenses * Pirates Bay Advertising * Statewide Sponsorships *Tourism Materials * Tourism Website * Transfer to GF for Graphic Design Work & Newsletter Support * Unforeseen/New Initiatives TOTAL PROGRAMS $ 7-6 CITY OF BAYTOWN HOTEL/MOTEL FUND BUDGET 2015 PROGRAMS ARTS PROMOTIONAL HISTORICAL 27,500 15,500 65,000 125,000 43,800 5,000 10,000 24,170 10,734 58,630 30,806 2,000 26,944 187,328 186,313 55,000 5,000 25,000 8,000 10,800 350,000 68,484 $ 1,176,541 $ 27,500 BAY COMMUNITIES TOTAL 92,293 92,293 27,500 15,500 65,000 125,000 43,800 5,000 10,000 24,170 69,364 32,806 214,272 186,313 55,000 5,000 25,000 8,000 10,800 350,000 $ 92,293 $ 1,364,818 CITY OF BAYTOWN ORGANIZATION CHART AQUATICS FUND I C it y Co uncil I I City Manager I Deputy City Manager I Aquatics Fund I 8-1 BAYTOWN 8-2 CITY OF BAYTOWN AQUATICS FUND 502 BUDGET SUMMARY BY FUND Actual Budget Estimate d 2012-13 2013-14 2013-14 Revenu es Fac ility Re nta l $ 108 ,158 $ 59 ,300 $ 1 10 ,000 Aquatics 1,7 16 ,560 2 ,636 ,2 18 2 ,650 ,000 Concessions 2 13 ,69 1 263 ,622 264 ,000 Renta l -M isc 17,342 5 ,000 6 ,000 Overages & Shortages 959 300 Tota l Revenue s 2 ,056 ,7 10 2 ,964,440 3 ,030 ,000 Exp enditures Pe rs onne l Se rvices 1,144 ,39 1 1,51 7,778 1,394,13 1 S uppli es 32 8,549 500,545 455 ,800 Ma int enan ce 37 ,520 30,500 26 ,000 Services 203 ,383 390,007 350,800 S undry 4 ,152 Total O perating I ,717 ,995 2,438 ,830 2 ,2 26 ,73 1 Non-Recu rring E xpenditures Capital Outlay* 37 ,12 1 324,6 10 298 ,000 Tra ns fers Out 245 ,309 70,000 10 ,639 T o ta l Expenditures 2 ,000,425 2 ,833 ,440 2,535 ,370 Excess (Deficit) R evenues Over Expenditures 56,2 85 13 1,000 494,630 Adj . req. lo convcn budgel basis lO GAA P 2 9 ,505 Working Cap ital -Beginning 7 0 8,345 7 94 ,135 7 94,135 Working Capital -E ndin g $ 7 94,135 $ 925,135 $ I ,288,765 No. of Working Capital Days 102 11 9 18 6 * In clud es $1.00 per ti cket set asid e for the Wate r Park s capital rep lac eme nt. Budget 2014-15 Expen ditures Pe rso nn e l S er v ices 42 % A dopted 2014-15 $ 6 1,000 2 ,900,000 266,000 6 ,000 300 3 ,233 ,300 1,536,387 544,352 34,000 34 7 ,11 3 2,46 1,852 354 ,500 820,789 3 ,637,141 (403 ,84 1) I ,288 ,765 $ 88 4 ,924 89 8 -3 CITY OF BAYTOWN PROGRAM SUMMARY lsooo AQUATICS I Program Description The Aquatics Enterprise Fund consists of two waterparks, Pirates Bay Waterpark and Calypso Cove in the City of Baytown. The Pirates Bay Water Park is an award winning Caribbean themed 5 -acre water park which won the Aquatics International 20 11 Dream Designs A ward. It is operated by the Baytown Parks and Recreation Department, the family-friendly resort styled park opened in June 2010. Pirates Bay features attractions for everyone with zero beach entry, a large active and colorful Pirate themed water play center complete with a large dumping bucket and an awesome array of spray nozzles, and water guns, a 671 foot long lazy river and two large slide towers. Tower activities include fun for both the little ones and daredevils with everything from run-outs to racing tubes. The feature attraction is a Flowrider surfing machine. The Flowrider provides an endless moving mountain of water with all the excitement of ocean surfing that will challenge all who enter. Surfer boys and girls ride the waves with an audience. The park also features a climbing wall, and a small rectangular pool for lap swimming and programs such as swim lessons, and water volleyball. A concession stand will provide tasty burgers and other snacks; and covered picnic areas invite visitors to rest between activities. An air conditioned meeting room is available year- round for rentals for family reunions, company outings. The park also offers three large picnic pavilions available for rentals for birthday parties or family get-togethers. A new souvenir stand "the Black Pearl" opened near the Flowrider in May 2012. Calypso Cove, is a smaller Caribbean themed Water Park, located at N.C. Foote Park on West Main. The Park replaced a 1970 era pool and consists of two separate bodies of water. A shallow, zero beach entry pool that features several water guns, a small tot slide, a water mushroom and a large play feature with dumping bucket and is designed for the smaller children and families. A second pool located adjacent to the zero entry pool features a crossing activity, a 17 foot tall slide tower and body slide and optional water volleyball net and basketball goal can also be placed Workload Measures 1. Pirates Bay Waterpark Attendance 2. Calypso Cove Attendance Performance Measures I. Pirates Bay Water Park Revenue (attendance, concessions and rentals) 2. Calypso Cove (Attendance, Rentals and Vending) 8-4 in the pool. This pool is also used for swim lesions and other group activities. Calypso Cove also features large coolbrellas, picnic tables, lounge chairs and a bathhouse. The Pirates Bay Expansion Project Phase I opened in May 2014. The expansion includes a wave pool, a new slide tower that includes two multi rider slides, a large concession stand, additional restrooms and a staff room. The expansion will increase the parks capacity from I ,OOOto 1 ,500 and add two acres to the waterpark and additional parking. The Aquatics Division has three full time employees and adds a forth full time employee in the proposed 2015 budget. Over 300 part time employees are included in the budget. Major Goals • Follow the guidelines of the Aquatic Facilities Study and the Strategic Master Plan for Pirates Bay Water Park to add and improve the aquatic facilities of the department. • Support the accomplishment of the City Council's vision and priorities which include, but are not limited to: Development and Redevelopment, Infrastructure Maintenance and Improvement, and Creating a Community we can all be proud of. • Expand recreation opportunities, especially for youth. • Become a site for Flowrider competitions. Major Objectives • Continue to expand the proposed spray parks as outlined in the Aquatic Facilities Master Plan • Continue to add special events that will increase attendance and revenue such as the ltty Bitty Beach Party and Dive in movies. Services Provided • Swim Lessons • Flowrider Lessons • Dive In Movies • ltty Bitty Beach Parties Actual 2012-13 133,308 18,059 Budget 2013-14 155,040 17,922 Estimated 2013-14 160,000 18,000 Projected 2014-15 160,000 18,000 $2,041,054 $2,959,140 $3,000,000 $3,000,000 $89,927 $84,420 $85,000 $85,000 CITY OF BAYTOWN SERVICE LEVEL BUDGET 5000 AQUATICS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 71,075 $ 110,635 $ 121,171 $ 204,304 71003 Part Time Wages 917,352 1,216,444 1,040,000 1,062,095 71009 Overtime 15,223 30,000 25,000 71021 Health Insurance 18,300 40,260 23,544 42,275 71022 TMRS 15,630 20,390 27,811 42,235 71023 FICA 76,591 101,375 93,116 98,789 71028 Workers Compensation 31,114 28,674 58,489 59,289 71043 Employee Incentives 71081 Retired Employee Benefits {894) Total Personnel Services I, 144,391 1,517,778 1,394,131 1,533,987 7200 Supplies 7200 I Office Supplies 6,492 10,000 9,500 13,202 72002 Postage Supplies 120 72004 Printing Supplies 1,983 4,500 3,150 4,500 72007 Wearing Apparel 13,878 18,645 15,600 21,000 72019 Supplies Purch For Resale 158,360 240,000 224,000 240,000 72021 Minor Tools 513 1,000 800 1,000 72026 Cleaning & Janitorial Sup 15,601 30,000 29,000 30,000 72028 Swimming Pool Supplies 8,672 18,000 17,000 18,000 72031 Chemical Supplies 120,010 165,000 148,000 200,000 72032 Medical Supplies 1,488 4,400 3,250 4,400 72041 Educational Supplies 1,432 2,000 1,500 7,250 72046 Botanical Supplies 7,000 4,000 5,000 Total Supplies 328,549 500,545 455,800 544,352 7300 Maintenance 730 11 Buildings Maintenance 17,920 14,500 13,000 15,000 73027 Heat & Cool Sys Maint 1,542 4,500 4,000 4,000 73028 Electrical Maintenance 18,058 11,500 9,000 15,000 Total Maintenance 37,520 30,500 26,000 34,000 7400 Services 74001 Communication 974 6,707 5,000 5,248 74002 Electric Service 85,808 170,000 170,000 170,000 74005 Natural Gas 1,018 2,000 1,500 1,500 74021 Special Services 45,518 74,900 41,000 37,400 74029 Service Awards 4,099 10,000 8,000 7,500 74036 Advertising 58,513 120,000 119,000 120,000 74042 Education & Training 7,213 6,400 6,300 5,465 74272 Real & Personal Property 240 Total Services 203,383 390,007 350,800 347,113 7500 Sundry 75071 Term/Accural Pay 4,152 Total Sundry 4,152 Total Operating 1,713,843 2,438,830 2,226,731 2,459,452 8000 Capital Outlay 80001 Furniture & Equip <$5,000 37,121 84041 Furniture & Fixtures 146,660 120,000 176,500 84061 Other Equipment * 177,950 178,000 178,000 Total Capital Outlay 37,121 324,610 298,000 354,500 8-5 CITY OF BAYTOWN SERVICE LEVEL BUDGET lsooo AQUATICS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 9000 Other Financing Uses 91101 To General Fund 100,000 91522 To WWI S 70,000 10,639 70,789 91527 To CIPF-Water&Sewer 245,309 650,000 Total Other Financing Uses 245,309 70,000 10,639 820,789 TOTAL DEPARTMENT $ 2,000,425 $ 2,833,440 $ 2,535,370 $ 3,634,741 * Includes $1.00 per ticket set aside for the Water Parks capital replacement. 8-6 CITY OF BAYTOWN ORGANIZATION CHART WATER AND SEWER FUND I Ci ty I Co unc il I C it y Mana ge r T r I Deput y C ity Ass istan t C ity Ma nage r Manager I I Director of Pub li c Di rector of Fin ance Work s/U tili ties I I ~"'" Utility Billing & Co lk: .. "u "~ s Wat er Wa stewat er Con s truc ti on Operat ions Operati ons 9-1 BAYTOWN 9-2 CITY OF BAYTOWN WATER & SEWER FUND 5 20 BU DGET SUMMARY BY FUND Actual Budget Estimated 2012-13 2013-14 2013-14 Revenues Int e rgovemmenta l $ 958 ,011 $ 1,089,342 $ I ,049 ,8 53 Operating Re venues 3 1,969,936 33,990,000 32 ,141,000 No n-ope ra ting Revenu es 596 ,568 435 ,500 405 ,8 00 Miscellaneous 1,264 ,660 68,6 00 98 ,500 Total Revenues 34 ,789,175 35 ,583,442 33 ,6 95 ,153 Expenditu res b y Type: Personne l Services 8 ,085,81 1 8,437 ,056 8,5 79 ,124 Suppli es 10 ,484 ,944 10 ,936,27 4 1 1,159 ,362 Maint enance 1,603,025 I ,539,900 1,410,358 Services 1,972 ,297 2,599,703 2 ,2 13 ,402 Sund ry 107 ,324 160,836 16 1,000 Total Operati ng 22 ,253,40 1 23 ,673 ,769 23,523,246 Non-Rec urri n g Exp enditures Capita l Out lay 4 ,45 9 705,482 704 ,285 Debt Requireme nt s 8,4 17,15 8 8,969,549 8,969 ,549 Transfers Out 3,499,385 8,999,385 8,999,385 Unforeseen/New Initi ati ves 54,997 54 ,997 T o ta l Expe nditu res 34 ,174 ,403 42 ,403 ,182 42 ,2 5 1,462 E xcess (Deficit) Revenues Over Expenditures 6 14,772 (6 ,8 19,740) (8,556,309) Adj. rcq. to co n vert budget ba sis to GAAP {1,189,44 2) Workin g Capit a l -Beginning 15,681,449 15,106 ,779 15 ,106,779 Working Capital-Ending $ 15,106 ,779 $ 8,287,039 $ 6,550,470 No. of Working Capital Days 16 1 7 1 57 Budget 2014-15 Ex p enditures by Type Personne l Se rvices 25% De bt Require me nt s 15% Capit a l & Tran s fe rs _~~f.::iP 18% Operating 4 2% Adopted 2014-15 $ 1,139 ,11 2 34,024,500 455 ,800 98 ,500 35,7 17 ,9 12 9,224,2 10 11,484,0 19 1,520,400 2 ,078 ,70 1 160,000 2 4 ,467 ,33 0 487 ,732 5,286 ,566 6,0 18,037 55 ,000 36,3 14 ,665 (596,753) 6,550,470 $ 5,953,7 17 60 9-3 CITY OF BAYTOWN WATER & SEWER FUND 520 BUDGET SUMMARY BY FUND Actual Budge t 2012-13 2013-14 Revenues I nt ergove mmenta l $ 958,0 11 $ 1,089,342 $ Operating Revenues 3 1,969,936 33 ,990,000 Non-operati ng Revenu e s 596,568 435 ,500 Miscellaneous 1,264 ,660 68 ,600 Total Revenu es 34 ,789,175 35 ,583,442 Ex penditures by Function Genera l Government 2,985,196 2 ,899,878 Wa te r Operati o ns 13 ,058 ,093 13 ,676,596 Wastewater Opera tions 4,545,2 12 6 ,286 ,557 Ut ility Const ru c tion I ,669 ,359 1,57 1,2 17 Total Operating 22 ,257 ,860 24 ,434,248 Tran sfer to Debt Service 8 ,4 17,158 8,969,549 Transfer to Other Fund s 3,499 ,385 8,999 ,385 11,9 16 ,543 17,968,934 Tota l Expenditures 34 ,174 ,403 42 ,403 ,182 E xcess (Deficit) Reven ue s Over Expenditur es 6 14 ,7 72 {6 ,8 19,740) Adj. req. to convert budget basis to GAAP (1,189 ,442 ) Working Capital -Begi nning 15 ,68 1,449 15,106,779 Working Capital -E n di n g $ 15,106 ,779 8,287 ,039 $ Budget 2014-1 5 Expenditures by Function Trans fers & Other 3 1% Estimated 2013-14 1,049,853 32,141 ,000 405 ,800 98 ,500 33 ,695, !53 3,034,267 13 ,763 ,560 5 ,889,006 1,595,695 24,282,528 8 ,969 ,549 8,999 ,385 17 ,968,934 42 ,25 1,462 (8,556 ,309) 15 ,106,77 9 6 ,550 ,470 Uti lit y Cons tru ct ion 5% Water Operations 39% 9-4 Wastewater Ope ra ti ons 15% A dopted 2014-15 $ 1,139 ,11 2 34,024 ,500 455,800 98,500 35 ,717,9 12 3,545 ,778 14 ,238 ,6 11 5 ,587 ,376 I ,638 ,297 25,0 10 ,062 5 ,286,566 6 ,0 18,037 II ,304 ,603 36,3 14 ,665 (596,753) 6 ,550,4 70 $ 5 ,953 ,717 CITY OF BAYTOWN WATER & SEWER FUND REVENUE DETAIL Actual Budget Estimated Adopted Revenue 2012-13 2013-14 2013-14 2014-15 BA W A-Contract Svcs. $ 958,011 $ 1,089,342 $ 1,049,853 $ 1,139,112 Total Intergovernmental 958,011 1,089,342 1,049,853 1,139,112 Sale of Water 16,352,728 17,892,242 17,000,000 17,994,500 Sewer Service 14,365,781 14,975,758 14,000,000 14,819,000 Penalties 775,530 700,000 718,000 720,000 Pollution Control Fees 445,269 360,000 360,000 425,000 W &S Surcharge (47, 122) PSLIP Program 77,750 62,000 63,000 66,000 Operating Revenues 31,969,936 33,990,000 32,141,000 34,024,500 Turn-on Fees 506,268 360,000 375,000 425,000 Water Tap Fees 61,500 49,000 20,050 20,050 Sewer tap Fees 24,700 26,000 10,000 10,000 OT Tum-On Fees 4,100 500 750 750 Non-operating Revenues 596,568 435,500 405,800 455,800 Interest on Investment 137,398 60,000 90,000 90,000 Interest on Receivable Ill Contributd Capital WTR Ex 1,119,014 Miscellaneous 8,370 8,500 8,500 8,500 Overages and Shortages (233~ 100 Total Miscellaneous 1,264,660 68,600 98,500 98,500 Total Revenues $ 34,789,175 $ 35,583,442 $ 33,695,153 $ 35,717,912 9-5 CITY OF BAYTOWN WATER & SEWER FUND 520 BUDGET SUMMARY BY DEPARTMENT Ac tual Budget Estimated A dopted 2012-13 2013-14 2013-14 2014-15 General Government Fi scal Opera ti ons $ I ,84 1,555 $ 2,158 ,534 $ I ,987,9 18 $ 2 ,2 19 ,049 Gene ra l Overhead 1,143,64 1 741 ,344 1,046,349 1,326,729 Total Genera l Government 2,985,196 2 ,899,878 3,034 ,267 3,545,778 Water Operations Utility Transmi ss ion I ,703,082 1,690,867 1,6 92 ,2 17 1,66 1,443 Treated Water 9 ,8 16,742 10 ,148 ,7 16 10 ,402 ,4 56 10 ,7 14,529 Restora tion 595,427 722,100 6 19 ,034 723,527 Water T reatm ent 942,842 1,114 ,91 3 I ,049 ,853 1,139 ,11 2 T o ta l Water Operations 13 ,058,093 13 ,676,59 6 13,763,560 14 ,238 ,6 11 Wastewater Operations Wa stewater Trea tm e nt 4,235 ,59 1 5,893,508 5 ,503 ,426 5 ,174 ,2 52 Po llutio n Co ntro l 309,62 1 393,049 385,580 413 ,124 T ota l Was tewater Op era ti o ns 4 ,5 45 ,2 12 6 ,286,55 7 5 ,88 9 ,006 5 ,587 ,376 Utility Construction Co nst ruction I ,669,359 1,57 1,2 17 1,595 ,695 1,638 ,2 97 Total Utility Cons truc ti on I ,669,359 1,57 1,2 17 1,595 ,695 1,638 ,2 97 Tota l O pera tions 19,272,664 2 1,534 ,370 2 1,248 ,26 1 25,0 10 ,062 T ransfers Out Trans fer to De bt Service 8,4 17 ,15 8 8 ,969 ,549 8,969,549 5 ,286,566 Trans fer to O ther Fund s 3,499,385 8 ,999,385 8,999,385 6 ,0 18,037 Total Trans fe rs 11 ,9 16 ,543 17 ,968,934 17,968,934 11 ,304,603 Water & Sewer Fund Total $ 34,174,403 $ 42,403 ,182 $ 42,25 1,462 $ 36,3 14 ,665 Budget 2014-15 by Function Wate r Operati ons 39% 9-6 CITY OF BAYTOWN WATER & SEWER FUND 520 BUDGET SUMMARY BY ACCOUNT Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 4,270,655 $ 4,987,675 $ 4,732,017 $ 5,195,189 71003 Part Time Wages 24,420 1,600 71009 Overtime 390,574 313,524 372,149 364,576 71011 Extra Help/Temporary 3,656 2,640 17,273 2,640 71021 Health Insurance 1,096,628 1,229,165 1,229,165 1,297,408 71022 TMRS 851,650 977,895 970,135 1,011,587 71023 FICA 334,366 383,195 393,454 398,005 71028 Workers Compensation 83,575 96,342 96,887 100,002 71041 Allowances 11,007 10,800 10,416 11,520 71043 Employee Incentives 71052 Salary Savings (100,000) (100,000) (100,000) 71081 Retired Employee Benefits 1,019,280 535,820 856,028 943,283 Total Personnel Services 8,085,811 8,437,056 8,579,124 9,224,210 7200 Supplies 72001 Office Supplies 21,662 19,702 19,581 19,702 72002 Postage Supplies 126,712 183,159 155,296 204,855 72004 Printing Supplies 9,017 8,849 9,017 72007 Wearing Apparel 27,830 36,900 33,579 31,066 72016 Motor Vehicle Supplies 264,773 259,050 229,765 241,550 72021 Minor Tools 35,630 36,480 41,350 45,050 72026 Cleaning & Janitorial Sup 5,005 5,500 5,736 5,500 72031 Chemical Supplies 186,538 237,450 262,450 212,450 72032 Medical Supplies 52 300 300 300 72052 Treated Water Supplies 9,816,742 10,148,716 10,402,456 10,714,529 Total Supplies 10,484,944 10,936,274 11,159,362 11,484,019 7300 Maintenance 73001 Land Maintenance 10,380 11,500 11,500 11,500 73011 Buildings Maintenance 7,925 11,000 11,000 11,000 73022 Sanitary Sewers Maint 36,498 27,000 27,000 27,000 73023 Water Distrib Sys Maint 197,351 220,000 220,000 220,000 73024 Reservoirs & Wells Maint 10,374 8,000 3,000 3,000 73025 Streets Sidewalks & Curbs 65,651 55,000 45,000 50,000 73027 Heat & Cool Sys Maint 4,280 7,500 6,500 7,500 73042 Machinery & Equip Maint 539,534 357,000 415,000 386,000 73043 Motor Vehicles Maint 312,230 320,700 311,283 282,200 73047 Meters & Settings Maint 409,114 514,800 352,675 514,800 73055 Maintenance On Computers 9,688 7,400 7,400 7,400 Total Maintenance 1,603,025 1,539,900 1,410,358 1,520,400 7400 Services 74001 Communication 4,789 3,257 10,757 3,257 74002 Electric Service 1,315,897 1,834,309 1,325,000 1,325,000 74005 Natural Gas 576 600 600 600 74011 Equipment Rental 6,750 12,900 12,900 12,900 74021 Special Services 372,847 432,693 533,501 429,100 74022 Audits 14,894 16,512 16,512 16,512 74026 Janitorial Services 3,755 4,060 4,060 4,060 74042 Education & Training 34,764 38,705 41,405 39,105 9-7 CITY OF BAYTOWN WATER & SEWER FUND 520 BUDGET SUMMARY BY ACCOUNT Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 74050 Disposal Services 214,212 252,500 264,500 244,500 74071 Association Dues 3,813 4,167 4,167 3,667 Total Services 1,972,297 2,599,703 2,213,402 2,078,701 7500 Sundry Charges 75088 Bad Debt-Cutoff Accounts 107,324 160,836 161,000 160,000 Total Sundry & Other 107,324 160,836 161,000 160,000 Total Operating 22,253,401 23,673,769 23,523,246 24,467,330 8000 Capital Outlay 80001 Furniture & Equip <$5,000 4,459 82011 Building & Improvements 5,000 5,000 56,232 83023 Water Distribution System 200,000 200,000 200,000 83029 Sewer Connections 10,000 10,000 10,000 83035 Meters & Connections 70,000 70,000 70,000 84042 Machinery & Equipment 162,132 159,999 126,500 84043 Motor Vehicles 169,500 170,436 25,000 86011 Capital Lease Payment 88,850 88,850 Total Capital Outlay 4,459 705,482 704,285 487,732 9000 Other Financing Uses 91101 To General Fund 1,954,274 1,954,274 1,954,274 2,454,274 91450 To Accrued Leave-General 220,000 220,000 220,000 220,000 91522 ToW WI S 8,417,158 8,969,549 8,969,549 5,286,566 91527 To CIPF-Water&Sewer 1,000,000 6,500,000 6,500,000 3,000,000 91550 To Internal Service Fnd 113,829 113,829 113,829 129,152 91552 To Warehouse Operations 211,282 211,282 211,282 214,611 Total Other Financing Uses 11,916,543 17,968,934 17,968,934 11,304,603 9900 Contingencies 99001 Contingencies 54,997 54,997 55,000 99002 Unforeseen/New Initiative Total Contingencies 54,997 54,997 55,000 TOTAL EXPENDITURES $ 34,174,403 $ 42,403,182 $ 42,251,462 $ 36,314,665 9-8 BAYTOWN 9-9 CITY OF BAYTOWN PROGRAM SUMMARY jt030 UTILITY BILLING & COLLECTIONS Program Description Within the Water & Sewer Fund, the Utility Billing Division is responsible for the weekly, bi-monthly, and monthly procedures related to the billing of water, sewer, and garbage services provided to the citizens. They ensure the customer meters are properly read and billed for services received; generate weekly, bi-monthly, and monthly bills; monitor and disburse security deposits; process past due accounts; test, repair, and replace meters; curtail theft of service and report line leaks for repair. The main priority of the division is to provide excellent customer service. The Collection Division provides cash receipts system training to other City Departments. Processes and monitors: Industrial District In-Lieu-of Tax; solid waste gross receipts tax; hotel occupancy tax; franchise fees; water, sewer, garbage and storm water receipts; sales tax receipts; property tax deposits; and receipts for City leased land and buildings. Workload Measures 1. Accounts billed -per month 2. Meters read -per month 3. Automatic bank drafts -per month 4. Payments processed -per month Performance Measures I. Percent of Meters Read by MRX Unit 2. Daily service work orders -per year 3. Rereads requested -per year 4. No reads/Invalid reads -per year 5. Water Accountability-per year Major Goals • Provide 100% customer service 1 00% of the time. • Exceed the customer's expectations. • Maintain a high level of accuracy in billing. • Maintain meter reading accuracy at 99.9%. • Carry out the vision established through the codes and ordinances of the City of Baytown. Major Objectives • Accurately bill utility customers per City Ordinance. • Process payments in a timely manner. • Obtain accurate meter readings and stay on schedule for monthly readings. • Curtail theft of service. • Test, repair, and replace meters to assure precise readings for accurate billing. • Provide training and cross-training for all employees. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 20,017 21,886 20,057 20,097 21,728 22,959 21,989 22,489 1,664 1,728 1,749 1,836 18,029 18,500 18,493 18,789 73% 90% 89% 91% 32,647 32,688 32,664 32,337 1,429 1,590 2,008 1,908 57,708 40,800 50,450 47,927 78% 83% 81% 82% ~ Lock Box payments comprise twenty-seven percent (27%) of the utility payments processed. ~ "No reads/Invalid reads" addresses meters that are unable to transmit a signal electronically requiring the Meter Technicians to read these meters manually to obtain the proper reading for billing accuracy. Ongoing meter maintenance is the key to reducing the no read/invalid reads. ~ "Water Accountability" is negatively impacted by lack of maintenance, stuck large meters, engineering projects unaccountability for water usage during project period, water main leaks/breaks, accurate flushing reporting, hydrant metering, straight lining and broken valves. 9-10 CITY OF BAYTOWN SERVICE LEVEL BUDGET lt030 UTILITY BILLING & COLLECTIONS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 737,858 $ 805,826 $ 802,338 $ 835,866 71003 Part Time Wages 24,420 1,600 71009 Overtime 18,631 28,000 28,573 28,000 71011 Extra Help/Temporary 3,656 2,640 17,273 2,640 71021 Health Insurance 181,628 209,855 209,855 220,358 71022 TMRS 137,959 154,006 155,277 157,180 71023 FICA 55,168 59,113 62,709 61,947 71028 Workers Compensation 5,391 5,601 5,470 5,146 71041 Allowances 1,807 1,800 1,800 1,800 Total Personnel Services 1,166,518 1,266,841 1,284,895 1,312,937 7200 Supplies 72001 Office Supplies 10,447 7,702 7,581 7,702 72002 Postage Supplies 120,760 176,159 148,296 197,855 72004 Printing Supplies 1,900 1,732 1,900 72007 Wearing Apparel 2,993 2,400 3,079 3,066 72016 Motor Vehicle Supplies 23,669 28,050 21,265 28,050 72021 Minor Tools 1,441 4,930 9,800 13,500 72026 Cleaning & Janitorial Sup 1,128 1,000 1,236 1,000 Total Supplies 160,438 222,141 192,989 253,073 7300 Maintenance 73027 Heat & Cool Sys Maint 2,000 1,000 2,000 73043 Motor Vehicles Maint 13,992 11,000 10,083 11,000 73047 Meters & Settings Maint 401,380 499,800 337,675 499,800 73055 Maintenance On Computers 9,688 7,400 7,400 7,400 Total Maintenance 425,060 520,200 356,158 520,200 7400 Services 74001 Communication 535 407 407 407 74002 Electric Service 6,209 8,000 8,000 8,000 74011 Equipment Rental 3,886 3,900 3,900 3,900 74021 Special Services 71,327 94,113 98,501 76,600 74026 Janitorial Services 3,755 4,060 4,060 4,060 74042 Education & Training 602 4,205 3,405 4,205 74071 Association Dues 315 667 667 667 Total Services 86,629 115,352 118,940 97,839 Total Operating 1,838,645 2,124,534 1,952,982 2,184,049 8000 Capital Outlay 80001 Furniture & Equip <$5,000 2,910 82011 Building & Improvements 5,000 5,000 5,000 84043 Motor Vehicles 24,000 24,936 25,000 Total Capital Outlay 2,910 29,000 29,936 30,000 9900 Contingencies 99001 Contingencies 5,000 5,000 5,000 Total Contingencies 5,000 5,000 5,000 TOTAL DEPARTMENT $ 1,841,555 $ 2,158,534 $ 1,987,918 $ 2,219,049 9-11 BAYTOWN 9-12 CITY OF BAYTOWN SERVICE LEVEL BUDGET ltt90 WATER & SEWER GENERAL OVERHEAD Water & Sewer General Overhead codifies expenditures that are not directly associated with any other department within the Water & Sewer Fund. The major components are insurance, special programs and contingencies. Actual Budget Estimated Adopted Acct# Acct Description 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ $ 46,072.00 $ 33,897.00 $ 56,183 71021 Health Insurance 10,065 10,065 10,569 71022 TMRS 8,491 6,247 10,203 71023 FICA 3,525 2,593 4,208 71028 Workers Compensation 59 43 72 71043 Employee Incentives 71052 Salary Savings (100,000) (100,000) (100,000) 71081 Retired Employee Benefits 1,019,280 535,820 856,028 943,283 Total Personnel Services 1,019,280 504,032 808,873 924,518 7200 Supplies 72004 Printing Supplies 7,117 7,117 7,117 Total Supplies 7,117 7,117 7,117 7400 Services 74001 Communication 2,143 2,850 2,850 2,850 74022 Audits 14,894 16,512 16,512 16,512 Total Services 17,037 19,362 19,362 19,362 7500 Sundry Charges 75088 Bad Debt-Cutoff Accounts 107,324 160,836 161,000 160,000 Total Sundry & Other 107,324 160,836 161,000 160,000 Total Operating 1,143,641 691,347 996,352 1,110,997 8000 Capital Outlay 82011 Building & Improvements 51,232 84042 Machinery & Equipment 114,500 Total Capital Outlay 165,732 9000 Other Financing Uses 91101 To General Fund 13,200 13,200 13,200 Total Other Financing Uses 13,200 13,200 13,200 9900 Contingencies 99001 Contingencies 49,997 49,997 50,000 99002 Unforeseen/New Initiative Total Contingencies 49,997 49,997 50,000 TOTAL DEPARTMENT $ 1,156,841 $ 754,544 $ 1,059,549 $ 1,326,729 9-13 CITY OF BAYTOWN PROGRAM SUMMARY 13040 WATEROPERATIONSI Program Description The Water Operations group of the City of Baytown consists of the following divisions: Utility Transmission, Restoration, Water Treatment and Treated Water. The Utility Transmission division is responsible for the operation and maintenance of the water distribution system (approximately 458 miles) including transmission lines, elevated storage tanks, and well sites. The Restoration Division repairs, replaces streets, driveways, curb & gutter and sidewalks that were removed to repair utilities. They also assist the Drainage Division crews needing concrete work; and when work is being preformed for CDBG projects. The Treated Water division consists of the budgeted water purchased by the City of Baytown from the Baytown Area Water Authority. Workload Measures 1. Leak repairs I day 2. Customer Repairs I week 3. Meter Change-outs I year 4. Cubic Yards Concrete Performance Measures I. Average time to complete meter change outs/ hours 2. Average time to complete leak repairs/hours 3. Average response time for a water leak report 4. Utility lines located 5. Linear feet of curb and gutters repaired 6. Linear feet of sidewalks repaired 7. Driveways repaired 9-14 The Water Treatment division includes personnel costs associated with the operation of the Baytown Area Water Authority surface water treatment plant. Major Goals • Operate and maintain a reliable distribution system with the ability to deliver a sufficient quantity of safe and good quality water under adequate pressure to the utilities' customers at all times. • Obtain water and sewer certificates for all employees. Major Objectives • Continue to meet or exceed all Texas Commission on Environmental Quality {TCEQ) Rules and Regulations for water production and water distribution, so the City will continue to be rated a "Superior Public Water System" by the TCEQ. Actual Budget 2012-13 2013-14 4 5 7 8 10 I2 I40 120 1.5 1.5 3 3 1 1 297 300 173 200 649 300 18 20 Estimated 2013-14 5 7 I2 160 1.5 3 I 300 200 600 20 Projected 2014-15 5 8 I2 160 1.5 3 1 300 200 700 20 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13040 WATER OPERATIONS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 1,370,445 $ 1,610,083 $ 1,499,405 $ 1,695,308 71009 Overtime 185,240 146,592 161,570 174,570 71021 Health Insurance 417,240 418,704 418,704 438,698 71022 TMRS 285,386 324,707 315,789 340,372 71023 FICA 113,144 128,357 129,420 135,191 71028 Workers Compensation 39,949 45,744 45,540 48,013 71041 Allowances 4,141 3,960 3,576 4,680 71043 Employee Incentives Total Personnel Services 2,415,545 2,678,147 2,574,004 2,836,832 7200 Supplies 72001 Office Supplies 1,179 1,500 1,500 1,500 72007 Wearing Apparel 8,248 10,000 8,000 8,000 72016 Motor Vehicle Supplies 135,397 122,000 80,000 80,000 72021 Minor Tools 18,378 17,450 17,450 17,450 72031 Chemical Supplies 2,000 2,250 2,250 2,250 72032 Medical Supplies 33 200 200 200 72052 Treated Water Supplies 9,816,742 10,148,716 10,402,456 10,714,529 Total Supplies 9,981,977 10,302,116 10,511,856 10,823,929 7300 Maintenance 73001 Land Maintenance 10,380 11,500 11,500 11,500 73011 Buildings Maintenance 346 1,000 1,000 1,000 73022 Sanitary Sewers Maint 36,498 73023 Water Distrib Sys Maint 197,351 220,000 220,000 220,000 73024 Reservoirs & Wells Maint 10,374 8,000 3,000 3,000 73025 Streets Sidewalks & Curbs 65,392 55,000 45,000 50,000 73042 Machinery & Equip Maint 3,243 3,000 3,000 3,000 73043 Motor Vehicles Maint 198,830 160,700 122,200 132,200 73047 Meters & Settings Maint 7,734 15,000 15,000 15,000 Total Maintenance 530,148 474,200 420,700 435,700 7400 Services 74001 Communication 95 2,000 74002 Electric Service 16,748 12,000 17,000 17,000 74011 Equipment Rental 2,500 2,500 2,500 74021 Special Services 97,744 70,000 100,000 111,000 74042 Education & Training 13,484 10,600 10,600 10,600 74071 Association Dues 803 1,050 1,050 1,050 T ota1 Services 128,874 96,150 133,150 142,150 Total Operating 13,056,544 13,550,613 13,639,710 14,238,611 8000 Capital Outlay 80001 Furniture & Equip <$5,000 1,549 84042 Machinery & Equipment 37,133 35,000 86011 Capital Lease Payment 88,850 88,850 Total Capital Outlay 1,549 125,983 123,850 9000 Other Financing Uses 91101 To General Fund 31,036 31,036 31,036 Total Other Financing Uses 31,036 31,036 31,036 TOTAL DEPARTMENT $ 13,089,129 $ 13,707,632 $ 13,794,596 $ 14,238,611 9-15 CITY OF BAYTOWN PROGRAM SUMMARY l3050 WASTEWATER OPERATIONS I Program Description The Wastewater Operations group for the City of Baytown consists of the following divisions: Wastewater Treatment, Lift Stations, Pollution Control and Private Sewer Line Inspections. The Wastewater Treatment division is responsible for treatment and discharge of sanitary sewage to Texas Commission on Environmental Quality (TCEQ) and Environmental Protection Agency (EPA) Rules and Regulations. The Lift Station crew is responsible for the maintenance and operation of 82 lift stations. The Pollution Control division is responsible for the monitoring of wastes that enter the collection system from food, commercial establishments, and is responsible for the Private Sewer Line Inspection in evaluating the condition of private sewer lines. Workload Measures 1. Tons of sludge per year -30520 2. Volume of wastewater treated (mg) in a month-30520 3. Permits issued-30530 4. Inspections, Samples pulled/analysis performed-30530 5. Lift Stations checked daily 6. Liquid waste manifest submitted -30530 7. Violation letters sent/calls made-30530 Performance Measures 1. New Application process-30530 2. Private sewer lines inspected-30530 9-16 Major Goals • To operate and maintain four Wastewater Treatment plants to meet health department, TCEQ and EPA Rules and Regulations at all times. • To operate and maintain 82 lift stations. • Inspect private sewer service lines to prevent inflow and infiltration. • To monitor the waste that enters the system from commercial establishments. Major Objectives • Continue to meet TCEQ, EPA, and the City of Baytown Rules and Regulations at all times. • Monitor and maintain the records for the Sanitary Sewer Overflow Initiative program. Actual 2012-13 1,300 950 70 300 82 800 500 2 1,600 Budget Estimated 2013-14 2013-14 1,500 1,500 1,200 1,200 21 21 170 170 82 82 672 672 5 100 21 1,500 15 1,500 Projected 2014-15 1,500 1,600 21 200 82 700 100 10 1,500 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13050 WASTEWATER OPERATIONS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 1,528,652 $ 1,897,984 $ 1,801,282 $ 1,934,597 71009 Overtime 78,198 68,948 92,006 72,006 71021 Health Insurance 342,210 433,161 433,161 458,683 71022 TMRS 293,270 359,281 358,412 365,248 71023 FICA 113,154 138,448 144,043 142,105 71028 Workers Compensation 23,616 28,649 29,405 30,272 71041 Allowances 5,059 5,040 5,040 5,040 Total Personnel Services 2,384,159 2,931,511 2,863,349 3,007,951 7200 Supplies 72001 Office Supplies 8,526 8,500 8,500 8,500 72002 Postage Supplies 5,952 7,000 7,000 7,000 72007 Wearing Apparel 10,765 16,500 16,500 14,000 72016 Motor Vehicle Supplies 48,534 49,000 68,500 73,500 72021 Minor Tools 7,520 6,375 6,375 6,375 72026 Cleaning & Janitorial Sup 3,877 4,500 4,500 4,500 72031 Chemical Supplies 182,694 225,200 250,200 200,200 Total Supplies 267,868 317,075 361,575 314,075 7300 Maintenance 73011 Buildings Maintenance 7,579 10,000 10,000 10,000 73027 Heat & Cool Sys Maint 4,280 5,500 5,500 5,500 73042 Machinery & Equip Maint 346,798 352,000 407,000 378,000 73043 Motor Vehicles Maint 36,482 64,000 64,000 54,000 Total Maintenance 395,139 431,500 486,500 447,500 7400 Services 74001 Communication 1,862 3,500 74002 Electric Service 1,085,128 1,814,309 1,300,000 1,300,000 74005 Natural Gas 576 600 600 600 74011 Equipment Rental 2,721 1,500 1,500 1,500 74021 Special Services 179,345 268,580 335,000 241,500 74042 Education & Training 12,063 15,400 18,900 15,800 74050 Disposal Services 214,212 252,500 264,500 244,500 74071 Association Dues 2,139 1,950 1,950 1,950 Total Services 1,498,046 2,354,839 1,925,950 1,805,850 Total Operating 4,545,212 6,034,925 5,637,374 5,575,376 8000 Capital Outlay 84042 Machinery & Equipment 106,132 106,132 12,000 84043 Motor Vehicles 145,500 145,500 Total Capital Outlay 251,632 251,632 12,000 TOTAL DEPARTMENT $ 4,545,212 $ 6,286,557 $ 5,889,006 $ 5,587,376 9-17 CITY OF BAYTOWN PROGRAM SUMMARY 13060 UTILITY CONSTRUCTION! Program Description The Utility Construction Department of the City of Baytown consists of Wastewater Collection, Tapping and Construction. The Wastewater collection is responsible for the operation and maintenance of the wastewater collection system (approximately 430 miles). The Tapping crew is responsible for the installation of all new water and sewer taps and the replacement and inspection of failed sewer taps. The Construction crew is responsible for the maintenance of large utility transmission lines and the continuous replacement of old main water lines, fire hydrants, valves, service taps, and the biannual fire hydrant flushing program. Utility Construction also operates the leak detection program as required by the Texas Water Development Board. Workload Measures 1. Water taps 2. Sewer taps 3. Linear feet of new water lines installed 4. Linear feet of new sewer lines installed 5. Fire Hydrants repaired/replaced/month 6. Manholes repaired I year 7. Sewer stops I year 8. Manholes, mains vactored I year Performance Measures I. Average time to install water taps (hours) short side 2. Average time to install water taps (hours) long side 3. Average time to install sewer taps (hours) 9-18 Major Goals • Maintain a reliable main water line transmission system at all times. • Maintain the wastewater collection system in order to provide a safe environment for the citizens of Baytown. • Obtain water and sewer certificates for all employees. • Maintain a maximum two-week schedule or better on installation of water and sewer taps. Major Objectives • Provide more safety training and necessary regulatory training. • Research the latest technology to improve productivity in the tapping crew. • Continue to meet or exceed all Texas Commission on Environmental Quality (TCEQ) Rules and Regulations for wastewater collection. • Provide a continuous, uninterrupted supply of water to the distribution system by implementation of preventative maintenance programs; and make timely repairs. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 113 120 II 0 120 18 30 30 30 8,000 6,500 6,500 7,000 102 500 300 400 18 30 20 25 40 60 60 50 1,236 1,500 1,500 1,500 220 250 250 250 3 2 2.5 3 5 4 4.5 5 5 4 4.5 5 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13060 UTILITY CONSTRUCTION Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 633,700 $ 627,710 $ 595,095 $ 673,235 71009 Overtime 108,505 69,984 90,000 90,000 71021 Health Insurance 155,550 157,380 157,380 169,100 71022 TMRS 135,035 131,410 134,410 138,584 71023 FICA 52,900 53,752 54,689 54,554 71028 Workers Compensation 14,619 16,289 16,429 16,499 Total Personnel Services 1,100,309 1,056,525 1,048,003 1,141,972 7200 Supplies 72001 Office Supplies 1,510 2,000 2,000 2,000 72007 Wearing Apparel 5,824 8,000 6,000 6,000 72016 Motor Vehicle Supplies 57,173 60,000 60,000 60,000 72021 Minor Tools 8,291 7,725 7,725 7,725 72031 Chemical Supplies 1,844 10,000 10,000 10,000 72032 Medical Supplies 19 100 100 100 Total Supplies 74,661 87,825 85,825 85,825 7300 Maintenance 73022 Sanitary Sewers Maint 27,000 27,000 27,000 73025 Streets Sidewalks & Curbs 259 73042 Machinery & Equip Maint 189,493 2,000 5,000 5,000 73043 Motor Vehicles Maint 62,926 85,000 115,000 85,000 Total Maintenance 252,678 114,000 147,000 117,000 7400 Services 74001 Communication 154 2,000 74002 Electric Service 207,812 74011 Equipment Rental 143 5,000 5,000 5,000 74021 Special Services 24,431 74042 Education & Training 8,615 8,500 8,500 8,500 74071 Association Dues 556 500 500 Total Services 241,711 14,000 16,000 13,500 Total Operating 1,669,359 1,272,350 1,296,828 1,358,297 8000 Capital Outlay 83023 Water Distribution System 200,000 200,000 200,000 83029 Sewer Connections 10,000 10,000 10,000 83035 Meters & Connections 70,000 70,000 70,000 84042 Machinery & Equipment 18,867 18,867 Total Capital Outlay 298,867 298,867 280,000 TOTAL DEPARTMENT $ 1,669,359 $ 1,571,217 $ 1,595,695 $ 1,638,297 9-19 CITY OF BAYTOWN SERVICE LEVEL BUDGET I This cost center represents funding to other funds and costs 19010 TRANSFERS OUT allocation for o eratin services. Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 9000 Other Financing Uses 91101 To General Fund $ 1,910,038 $ 1,910,038 $ 1,910,038 $ 2,454,274 91450 To Accrued Leave-General 220,000 220,000 220,000 220,000 91522 To WWI S 8,417,158 8,969,549 8,969,549 5,286,566 91527 To CIPF -Water&Sewer 1,000,000 6,500,000 6,500,000 3,000,000 91550 To Internal Service Fnd 113,829 113,829 113,829 129,152 91552 To Warehouse Operations 211,282 211,282 211,282 214,611 Total Other Financing Uses 11,872,307 17,924,698 17,924,698 11,304,603 TOTAL DEPARTMENT $ 11,872,307 $ 17,924,698 $ 17,924,698 $ 11,304,603 9-20 CITY OF BAYTOWN WATER & WASTEWATER INTEREST & SINKING (WWIS) FUND 522 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 BEGINNING CASH BALANCE $ 4,271,805 $ 4,611,856 $ 4,611,856 $ 2,637,495 Add: Interest on Investments 37,757 17,000 32,000 35,000 Transfer In from Aquatics 70,000 10,639 70,789 Transfer In from MDD 2,241,040 2,581,110 2,581,110 2,687,140 Transfer In from W &S 8,417,158 8,969,549 8,969,549 5,286,566 Refunding Bond Proceeds 6,975,000 6,975,000 8,180,000 Total Revenues 10,695,955 18,612,659 18,568,298 16,259,495 FUNDS AVAILABLE FOR DEBT SERVICE 14,967,760 23,224,515 23,180,154 18,896,990 Deduct: Principal Payments 7,695,000 14,308,700 14,308,700 13,115,000 Interest Payments 3,047,177 3,711,534 3,711,534 2,990,795 Other Debt Payments 419,664 Issuance Costs 391,097 Paying Agent Fees 15,550 36,000 36,000 36,000 Amortize Issuance Costs (8,617) 54,000 54,000 54,000 Transfer to BA W A 61,038 64,938 64,938 63,700 Transfer to GOIS 1,444,687 2,367,487 2,367,487 Arbitrage Calculation 4,725 Total Deductions 12,650,657 20,962,323 20,542,659 16,259,495 Adj. to convert budget basis to GAAP 2,294,753 ENDING CASH BALANCE $ 4,611,856 $ 2,262,192 $ 2,637,495 $ 2,637,495 10-1 BAYTOWN 10-2 CITY OF BAYTOWN WATER AND SEWER SYSTEM SUMMARY OF FY 2014-15 DEBT REQUIREMENTS Principal Principal & Interest Amount of Outstanding Requirements for FY 2014-15 Series Obligation Issue Oct. I, 2014 Principal Interest Total 2006A Certificates of Obligation 1 $ 8,180,000 $ 8,180,000 $ $ 8,180,000 Refunding Totals $ 8,180,000 $ 8,180,000 $ $ 8,180,000 2005 Certificates of Obligation-TWDB 2 13,370,000 9,100,000 620,000 282,035 902,035 2006A Certificates of Obligation 2 12,230,000 560,000 560,000 10,850 570,850 2006B Certificates of Obligation -TWDB 2 19,700,000 13,385,000 920,000 450,633 1,370,633 2007 Tax & Rev C.O.'s 13,000,000 9,835,000 575,000 403,269 978,269 2008 Tax & Rev C.O.'s 3 29,500,000 23,495,000 1,190,000 958,215 2,148,215 2013 Tax & Rev C.O.'s 4 16,500,000 15,850,000 660,000 466,588 1,126,588 2014 Tax & Rev C.O.'s s 11,715,000 11,715,000 410,000 419,206 829,206 Subtotal 83,940,000 4,935,000 2,990,795 7,925,795 Transfer to GOIS -201 0 GO & Ret'd 10,535,870 3,757,561 1,009,654 89,987 1,099,641 Transfer to GOIS-2011 GO & Ret'd 3,590,000 2,945,200 192,800 108,986 301,786 Transfer to GOIS-2012 GO & Ret'd 9,790,000 9,227,915 649,420 296,775 946,195 Transfer to GOIS-2014 GO & Ret'd 6,242,624 6,242,624 338,891 217,669 556,560 Transfer to GOIS-Energy Performance Lease 1,146,294 851,300 101,119 17,567 118,686 23,024,600 2,291,884 730,984 3,022,868 Transfer to BA W A -2006 TWDB 1,000,000 725,000 45,000 18,700 63,700 Subtotal 23,749,600 2,336,884 749,684 3,086,568 Total Water & Sewer Debt $ 107,689,600 $ 7,271,884 $ 3,740,479 $11,012,363 1 Refunding to be paid out of escrow 4/2015. 2 Includes MDD share ofNE WW Plant. 3 Includes MDD share. 4 Includes MDD and Aquatics shares. Principal Outstanding Sept. 30, 2015 $ $ 8,480,000 12,465,000 9,260,000 22,305,000 15,190,000 11,305,000 79,005,000 2,747,907 2,752,400 8,578,495 5,903,733 750,181 20,732,716 680,000 21,412,716 $ 100,417,716 10-3 CITY OF BAYTOWN ANNUAL REQUIREMENT TO AMORTIZE WATER & SEWER DEBT Fiscal Principal Interest Interest Total Annual Debt Year Due 2/01 Due 2/01 Due 8/01 Interest Requirement 2015 $ 4,935,000 $ 1,535,445 $ 1,455,350 $ 2,990,795 $ 7,925,795 2016 4,570,000 1,457,202 1,381,827 2,839,030 7,409,030 2017 4,750,000 1,381,827 1,302,935 2,684,762 7,434,762 2018 4,950,000 1,302,935 1,218,214 2,521 '149 7,471,149 2019 5,145,000 1,218,214 1,123,773 2,341,986 7,486,986 2020 5,360,000 1,123,771 1,022,536 2,146,307 7,506,307 2021 5,590,000 1,022,536 916,017 1,938,554 7,528,554 2022 5,830,000 916,017 810,241 1,726,259 7,556,259 2023 6,085,000 810,241 697,832 1,508,074 7,593,074 2024 6,345,000 697,832 578,911 1,276,744 7,621,744 2025 6,640,000 578,911 452,731 1,031,642 7,671,642 2026 5,805,000 452,731 337,084 789,815 6,594,815 2027 4,655,000 337,084 242,922 580,007 5,235,007 2028 3,845,000 242,922 166,385 409,307 4,254,307 2029 1,620,000 166,385 139,806 306,191 1,926,191 2030 1,675,000 139,806 111,713 251,519 1,926,519 2031 1,735,000 111,713 81,706 193,419 1,928,419 2032 1,805,000 81,706 50,225 131,931 1,936,931 2033 1,865,000 50,225 16,300 66,525 1,931,525 2034 815,000 16,300 16,300 831,300 $ 84,020,000 $ 13,643,803 $ 12,106,508 $ 25,750,316 $ 109,770,316 Annual Debt Service Requirements $9.00 Glnkreal •Principal $8.00 ---r---r- ~ r-r--$7.00 r-r-- - r--r---r- fll c: -~ $6.00 ·a r-r---r--r- g $5.00 .... r- ~ ~ c Q,l e $4.00 ~ - '5 cr Q,l $3.00 c:z::: $2.00 r- $1.00 $-I Fiscal Year 10-4 CITY OF BAYTOWN WATER AND SEWER SYSTEM DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Year Rate Due 2/01 Due 2/01 Due 8/01 Requirement Outstanding Revenue & Refundin -Paid off called in 12/2013 Series 2003 Date of Issue -Ma 1,2003 Term-20 Years $ 8,100,000 2003 $ -$ -$ 61,249 $ 61,249 8,100,000 2004 1.250% 420,000 122,498 119,873 662,370 7,680,000 2005 1.600% 625,000 119,873 114,873 859,745 7,055,000 2006 1.900% 635,000 114,873 108,840 858,713 6,420,000 2007 2.300% 650,000 108,840 101,365 860,205 5,770,000 2008 2.700% 835,000 101,365 90,093 1,026,458 4,935,000 2009 3.000% 865,000 90,093 77,118 1,032,210 4,070,000 2010 3.350% 895,000 77,118 62,126 1,034,244 3,175,000 2011 3.650% 935,000 62,126 45,063 1,042,189 2,240,000 2012 4.000% 970,000 45,063 25,663 1,040,725 1,270,000 2013 4.000% 575,000 25,663 14,163 614,825 695,000 2014 4.000% 605,000 14,163 2,063 621,225 90,000 2015 4.200% 10,000 2,063 1,853 13,915 8o,ooo 1 2016 4.300% 10,000 1,853 1,638 13,490 70,000 2017 4.400% 10,000 1,638 1,418 13,055 60,000 2018 4.500% 10,000 1,418 1,193 12,610 50,000 2019 4.600% 10,000 1,193 963 12,155 40,000 2020 4.700% 10,000 963 728 11,690 30,000 2021 4.800% 10,000 728 488 11,215 20,000 2022 4.850% 10,000 488 245 10,733 10,000 2023 4.900% 10,000 245 10,245 $ 8,100,000 $ 892,256 $ 831,008 $ 9,823,264 10-5 CITY OF BAYTOWN WATER AND SEWER SYSTEM DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Year Rate Due 2/01 Due 2/01 Due 8/01 Requirement Outstanding Certificate of Obli ation -TWDB Series 2005 Date of Issue-March 1, 2005 Term-20 Years 2005 $ -$ -$ 135,036 $ 135,036 $ 13,370,000 2006 1.35% 375,000 189,895 187,364 752,259 12,995,000 2007 1.55% 400,000 187,364 184,264 771,628 12,595,000 2008 1.65% 420,000 184,264 180,799 785,063 12,175,000 2009 1.80% 445,000 180,799 176,794 802,593 11,730,000 2010 2.05% 470,000 176,794 171,976 818,770 11,260,000 2011 2.25% 495,000 171,976 166,408 833,384 10,765,000 2012 2.40% 525,000 166,408 160,108 851,515 10,240,000 2013 2.55% 555,000 160,108 153,031 868,139 9,685,000 2014 2.65% 585,000 153,031 145,280 883,311 9,100,000 2015 2.75% 620,000 145,280 136,755 902,035 8,48o,ooo 1 2016 2.90% 655,000 136,755 127,258 919,013 7,825,000 2017 2.95% 690,000 127,258 117,080 934,338 7,135,000 2018 3.00% 730,000 117,080 105,948 953,028 6,405,000 2019 3.10% 770,000 105,948 94,013 969,960 5,635,000 2020 3.15% 815,000 94,013 81,176 990,189 4,820,000 2021 2.00% 860,000 81,176 67,416 1,008,593 3,960,000 2022 3.30% 910,000 67,416 52,401 1,029,818 3,050,000 2023 3.35% 960,000 52,401 36,321 1,048,723 2,090,000 2024 3.45% 1,015,000 36,321 18,813 1,070,134 1,075,000 2025 3.50% 1,075,000 18,813 1,093,813 $ 13,370,000 $ 2,553,098 $ 2,498,239 $ 18,421,342 Certificate of Obli ation Refunded Series 2014 GO & Refundin • Escrow Pmt-$8.180M Series 2006A Date of Issue -Februa 9,2006 Term-20 Years $ 12,230,000 2007 5.88% $ 190,000 $ 510,030 $ 272,617 $ 972,647 12,040,000 2008 5.88% 410,000 272,617 260,573 943,190 11,630,000 2009 5.88% 430,000 260,573 247,942 938,515 11,200,000 2010 5.88% 450,000 247,942 234,723 932,665 10,750,000 2011 5.88% 470,000 234,723 220,917 925,640 10,280,000 2012 5.88% 490,000 220,917 206,523 917,440 9,790,000 2013 4.38% 515,000 206,523 195,258 916,781 9,275,000 2014 3.88% 535,000 195,258 10,850 741,108 8,740,000 2015 3.88% 560,000 10,850 570,850 8,180,000 2015 3.88% 8,180,000 8,180,000 $ 12,230,000 $ 2,159,432 $ 1,649,403 $ 16,038,836 10-6 CITY OF BAYTOWN WATER AND SEWER SYSTEM DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Year Rate Due 2/01 Due 2/01 Due 8/01 Requirement Outstanding Certificate ofObli ation-TWDB Series 2006B Date of Issue -Ma 1, 2006 Term-20 Years $ 19,700,000 2007 2.70% $ 595,000 $ 454,920 $ 315,626 $ 1,365,547 19,105,000 2008 2.75% 750,000 315,626 305,314 1,370,940 18,355,000 2009 2.75% 770,000 305,314 294,726 1,370,040 17,585,000 2010 2.80% 790,000 294,726 283,666 1,368,393 16,795,000 2011 2.85% 815,000 283,666 272,053 1,370,719 15,980,000 2012 2.95% 840,000 272,053 259,663 1,371,715 15,140,000 2013 3.05% 865,000 259,663 246,471 1,371,134 14,275,000 2014 3.10% 890,000 246,471 232,676 1,369,148 13,385,000 2015 3.20% 920,000 232,676 217,956 1,370,633 12,465,ooo 1 2016 3.25% 950,000 217,956 202,519 1,370,475 11,515,000 2017 3.30% 980,000 202,519 186,349 1,368,868 10,535,000 2018 3.40% 1,015,000 186,349 169,348 1,370,696 9,520,000 2019 3.45% 1,050,000 169,348 151,498 1,370,845 8,470,000 2020 3.50% 1,085,000 151,498 132,781 1,369,279 7,385,000 2021 3.50% 1,125,000 132,781 113,094 1,370,875 6,260,000 2022 3.50% 1,165,000 113,094 92,706 1,370,800 5,095,000 2023 3.60% 1,205,000 92,706 71,016 1,368,723 3,890,000 2024 3.60% 1,250,000 71,016 48,516 1,369,533 2,640,000 2025 3.65% 1,295,000 48,516 24,883 1,368,399 1,345,000 2026 3.70% 1,345,000 24,883 1,369,883 $ 19,700,000 $ 4,075,780 $ 3,620,860 $ 27,396,645 Tax & Revenue Certificate of Obli ation Series 2007 Date of Issue -Februa 1,2007 Term -20 Years $ 13,000,000 2008 6.00% $ 160,000 $ 574,486 $ 294,066 $ 1,028,552 12,840,000 2009 6.00% 450,000 294,066 280,566 1,024,631 12,390,000 2010 6.00% 470,000 280,566 266,466 1,017,031 11,920,000 2011 6.00% 490,000 266,466 251,766 1,008,231 11,430,000 2012 6.00% 510,000 251,766 236,466 998,231 10,920,000 2013 6.00% 530,000 236,466 220,566 987,031 10,390,000 2014 4.75% 555,000 220,566 207,384 982,950 9,835,000 2015 4.00% 575,000 207,384 195,884 978,269 9,26o,ooo 1 2016 4.00% 605,000 195,884 183,784 984,669 8,655,000 2017 4.00% 630,000 183,784 171 '184 984,969 8,025,000 2018 4.00% 660,000 171,184 157,984 989,169 7,365,000 2019 4.13% 685,000 157,984 143,856 986,841 6,680,000 2020 4.13% 715,000 143,856 129,109 987,966 5,965,000 2021 4.25% 745,000 129,109 113,278 987,388 5,220,000 2022 4.25% 775,000 113,278 96,809 985,088 4,445,000 2023 4.25% 810,000 96,809 79,597 986,406 3,635,000 2024 4.25% 845,000 79,597 61,641 986,238 2,790,000 2025 4.38% 885,000 61,641 42,281 988,922 1,905,000 2026 4.38% 930,000 42,281 21,938 994,219 975,000 2027 4.50% 975,000 21,938 996,938 $ 13,000,000 $ 3,729,111 $ 3,154,625 $ 19,883,739 10-7 CITY OF BAYTOWN WATER AND SEWER SYSTEM DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Year Rate Due 2/01 Due 2/01 Due 8/01 Requirement Outstanding Tax & Revenue Certificate of Obli ation Series 2008 Date of Issue -Februa 15,2008 Term -20 Years $ 29,500,000 2008 $ -$ -$ 558,977 $ 558,977 29,500,000 2009 4.000% 880,000 606,120 588,520 2,074,640 28,620,000 2010 4.000% 925,000 588,520 570,020 2,083,540 27,695,000 2011 3.500% 975,000 570,020 552,958 2,097,978 26,720,000 2012 3.500% 1,020,000 552,958 535,108 2,108,065 25,700,000 2013 4.000% 1,075,000 535,108 513,608 2,123,715 24,625,000 2014 4.000% 1,130,000 513,608 491,008 . 2,134,615 23,495,000 2015 4.000% 1,190,000 491,008 467,208 2,148,215 22,3o5,ooo 1 2016 4.000% 1,250,000 467,208 442,208 2,159,415 21,055,000 2017 4.000% 1,315,000 442,208 415,908 2,173,115 19,740,000 2018 4.000% 1,380,000 415,908 388,308 2,184,215 18,360,000 2019 4.000% 1,450,000 388,308 359,308 2,197,615 16,910,000 2020 4.000% 1,525,000 359,308 328,808 2,213,115 15,385,000 2021 4.000% 1,605,000 328,808 296,708 2,230,515 13,780,000 2022 4.000% 1,685,000 296,708 263,008 2,244,715 12,095,000 2023 4.125% 1,770,000 263,008 226,501 2,259,509 10,325,000 2024 4.250% 1,865,000 226,501 186,870 2,278,371 8,460,000 2025 4.250% 1,960,000 186,870 145,220 2,292,090 6,500,000 2026 4.400% 2,060,000 145,220 99,900 2,305,120 4,440,000 2027 4.500% 2,165,000 99,900 51,188 2,316,088 2,275,000 2028 4.500% 2,275,000 51,188 2,326,188 $ 29,500,000 $ 7,528,479 $ 7,481,336 $ 44,509,816 Tax & Revenue Certificate of Obli ation Series 2013 Date of Issue -Ma 26,2013 Term-20 Years $16,500,000 2013 $ $ $ 132,351 $ 132,351 16,500,000 2014 2.000% 650,000 243,094 236,594 1,129,688 15,850,000 2015 2.000% 660,000 236,594 229,994 1,126,588 15, 19o,ooo 1 2016 2.000% 675,000 229,994 223,244 1,128,238 14,515,000 2017 2.000% 690,000 223,244 216,344 1,129,588 13,825,000 2018 2.500% 705,000 216,344 207,531 1,128,875 13,120,000 2019 4.000% 720,000 207,531 193,131 1,120,663 12,400,000 2020 4.000% 730,000 193,131 178,531 1 '1 01,663 11,670,000 2021 4.000% 745,000 178,531 163,631 1,087,163 10,925,000 2022 2.500% 765,000 163,631 154,069 1,082,700 10,160,000 2023 2.500% 790,000 154,069 144,194 1,088,263 9,370,000 2024 2.500% 810,000 144,194 134,069 1,088,263 8,560,000 2025 2.625% 840,000 134,069 123,044 1,097,113 7,720,000 2026 3.000% 860,000 123,044 110,144 1,093,188 6,860,000 2027 3.000% 885,000 110,144 96,869 1,092,013 5,975,000 2028 3.125% 915,000 96,869 82,572 1,094,441 5,060,000 2029 3.125% 945,000 82,572 67,806 1,095,378 4,115,000 2030 3.250% 975,000 67,806 51,963 1,094,769 3,140,000 2031 3.250% 1,010,000 51,963 35,550 1,097,513 2,130,000 2032 3.300% 1,050,000 35,550 18,225 1,103,775 1,080,000 2033 3.375% 1,080,000 18,225 1,098,225 10-8 $ 16,500,000 $ 2,910,597 $ 2,799,854 $ 22,210,451 CITY OF BAYTOWN WATER AND SEWER SYSTEM DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Year Rate Due 2/01 Due 2/01 Due 8/01 Requirement Outstanding Tax & Revenue Certificate of Obli ation Series 2014 Date of Issue-A rill, 2014 Term -20 Years $ 11,715,000 2014 2.000% $ $ $ 124,640 $ 124,640 11,715,000 2015 3.000% 410,000 211,653 207,553 829,206 11,305,000 2016 3.000% 425,000 207,553 201,178 833,731 10,880,000 2017 3.000% 435,000 201,178 194,653 830,831 10,445,000 2018 3.000% 450,000 194,653 187,903 832,556 9,995,000 2019 3.000% 460,000 187,903 181,005 828,908 9,535,000 2020 4.000% 480,000 181,003 171,403 832,406 9,055,000 2021 4.000% 500,000 171,403 161,403 832,806 8,555,000 2022 4.000% 520,000 161,403 151,003 832,406 8,035,000 2023 4.000% 540,000 151,003 140,203 831,206 7,495,000 2024 4.000% 560,000 140,203 129,003 829,206 6,935,000 2025 4.000% 585,000 129,003 117,303 831,306 6,350,000 2026 4.000% 610,000 117,303 105,103 832,406 5,740,000 2027 3.250% 630,000 105,103 94,866 829,969 5,110,000 2028 3.375% 655,000 94,866 83,813 833,679 4,455,000 2029 3.500% 675,000 83,813 72,000 830,813 3,780,000 2030 3.500% 700,000 72,000 59,750 831,750 3,080,000 2031 3.750% 725,000 59,750 46,156 830,906 2,355,000 2032 3.375% 755,000 46,156 32,000 833,156 1,600,000 2033 4.000% 785,000 32,000 16,300 833,300 815,000 2034 4.000% 815,000 16,300 831,300 $ 11,715,000 $ 2,564,249 $ 2,477,238 $ 16,756,487 10-9 BAYTOWN 10-10 CITY OF BAYTOWN ORGANIZATION CHART SANITATION FUND C i ty Coun c il I City Ma n age•· I Deputy C i ty M a n age•· I D i rect or of P u b li c W o •·ks/Ut il it ie s I Asst. D irec t o r of P u b li c W o r ks I I[ So l id W as te II 11-1 BAYTOWN 11 -2 CITY OF BAYTOWN SA NIT A TIO N FUND 500 BUDGET SUMMARY BY FUND Actual Budget Estimated 2012-13 2013-14 2013-14 Revenues So li d Waste a nd Recycli ng Coll ections $ 3 ,960,3 13 $ 4 ,630 ,246 $ 4 ,628,000 Recyc lin g R eve nu e 30,5 16 25 ,110 30,000 Re s id en tial Recyc lin g 595,950 Recycle Bins 59 30 Miscell aneou s 2,188 891 3,000 Transfer In -Ge ne ral Fu nd Tota l Revenues 4,589,026 4,656,277 4,66 1,000 Expenditures Personn e l Services 71 6,0 12 761 ,527 736,935 S uppli es 67,92 1 60,250 60,250 Maintenance 12 1,097 11 3,200 93 ,200 Services 3,564,388 3,790,329 3 ,528,57 5 Sundry 26,745 30,000 30,000 T ota l Operating 4 ,496,163 4 ,755,306 4,448,960 No n-Recurring Expenditures Capit a l O utlay 6 1,953 101 ,423 101 ,14 7 Trans fers Out 220,554 220,554 220,554 Unforeseen/New Initiati ves 21 ,159 21 ,159 Total Expenditures 4 ,778,670 5 ,098,442 4 ,791 ,820 Excess (Deficit) Revenues Over Expenditures ( 189,644) (442,165) (130,820) Adj . to convert budget bas is to GAAP 49,50 1 Working Capital -Beginning 1,053 ,624 9 13,48 1 913,481 Working Capital-Ending $ 9 13 ,48 1 $ 471 ,3 16 $ 782,66 1 No. of W o rking Capital Days 65 34 60 Budget 2014-15 Expenditures Se rv ices & Sundry 74% Adopted 2014-15 $ 5 ,063 ,000 30,000 30 3,000 5,096,030 798,22 1 60,250 93 ,200 3,699,875 30,000 4 ,681,546 3,000 332,500 20,000 5,037,046 5 8,984 782,66 1 $ 841,645 6 1 11 -3 CITY OF BAYTOWN PROGRAM SUMMARY 13200 SANITATION Program Description This Division is responsible for the daily residential solid waste management, residential recycling management, brush collection, Baytown Green Center, CLEAN Team, customer service and education. Additionally, the Division is responsible for the debris management side of emergency management clean up after a natural disaster. Brush is collected curbside on a once-per-month schedule. Household garbage and heavy trash are collected twice weekly. The brush collected is recycled to chips and humus. These wood chips are used for wood burning fuel. The Baytown Green Center is a self-service drop off facility open to residents wishing to dispose of bulky items (ex: old furniture, lumber, household trash, etc ... ) and recycling. In addition to the traditional recycling materials of plastics, newspaper, tin/aluminum cans, glass and cardboard, electronic waste and brush is accepted. This facility is available during weekdays and on Saturday's. Workload Measures 1. Cubic yards brush/limbs collected 2. Tons of junk disposal -Green Center 3. Tons of material recycled-Green Center Performance Measures The CLEAN Team is an effort for citywide eradication of litter and i11egal dumping. This team removes debris and bulk items throughout the City streets, alleys, and right- of-ways. Additional responsibilities include graffiti removal, barricade maintenance and trimming of low hanging tree limbs. Major Goals • Collection of brush and junk on a timely basis with proper disposal or recycling. • Reduction of total waste stream through operation of a drop-off recycling center. • Reduce litter and illegal dumping throughout the City. Major Objectives • Collection of brush and limbs as scheduled. • Manage the chipping and removal of brush and limbs. • Provide excellent customer service by listening and educating the public regarding the correct procedures for brush/recycling collection and utilizing the Green Center. • Participation in clean-up programs. Actual 2012-13 84,000 15,000 700 Budget 2013-14 85,000 16,500 200 Estimated 2013-14 85,000 16,000 200 Projected 2014-15 85,000 16,500 200 1. Average cost to collect and process brush and limbs per unit per month $4.75 100% 780 $5.00 100% 500 $5.00 100% 650 $5.00 100% 700 2. Weekly brush routes completed on time 3. Number of Clean Team Responses 11-4 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13200 SANITATION Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 399,695 $ 451,075 $ 449,145 $ 479,424 71009 Overtime 23,182 21,718 21,718 21,718 71021 Health Insurance 114,375 135,878 117,525 142,678 71022 TMRS 76,940 92,480 87,707 90,990 71023 FICA 30,986 34,464 35,850 36,591 71028 Workers Compensation 21,333 25,912 24,990 26,820 71043 Employee Incentives 71081 Retired Employee Benefits 49,501 Total Personnel Services 716,012 761,527 736,935 798,221 7200 Supplies 72007 Wearing Apparel 2,325 3,500 3,500 3,500 72016 Motor Vehicle Supplies 64,009 55,000 55,000 55,000 72021 Minor Tools 1,512 1,500 1,500 1,500 72031 Chemical Supplies 75 250 250 250 Total Supplies 67,921 60,250 60,250 60,250 7300 Maintenance 73001 Land Maintenance 1,436 2,700 2,700 2,700 73011 Buildings Maintenance 137 500 500 500 73043 Motor Vehicles Maint 119,524 110,000 90,000 90,000 Total Maintenance 121,097 113,200 93,200 93,200 7400 Services 74001 Communication 1,362 1,500 1,500 74021 Special Services 277,126 218,400 218,400 223,205 74034 Household Garbage Contrac 2,678,615 3,365,879 3,176,275 3,331,250 74036 Advertising 561 750 2,000 2,000 74040 Recycling Services 52,550 88,400 15,000 25,000 74042 Education & Training 1,239 1,000 1,000 1,500 74050 Disposal Services 102,696 114,400 114,400 116,920 74059 Resident Recycling Prgm 450,000 7 4071 Association Dues 239 Total Services 3,564,388 3,790,329 3,528,575 3,699,875 7500 Sundry Charges 75088 Bad Debt-Cutoff Accounts 26,745 30,000 30,000 30,000 Total Sundry 26,745 30,000 30,000 30,000 Total Operating 4,496,163 4,755,306 4,448,960 4,681,546 8000 Capital Outlay 80021 Special Programs 3,000 86011 Capital Lease Payment 61,953 101,423 101,147 Total Capital Outlay 61,953 101,423 101,147 3,000 9000 Other Financing Uses 91101 To General Fund 206,489 206,489 206,489 250,000 91350 To Gen Capital Proj Fund 82,500 91550 To Internal Service Fnd 14,065 14,065 14,065 Total Other Financing Uses 220,554 220,554 220,554 332,500 9900 Contingencies 99001 Contingencies 21,159 21,159 20,000 Total Contingencies 21,159 21,159 20,000 TOTAL DEPARTMENT $ 4,778,670 $ 5,098,442 $ 4,791,820 $ 5,037,046 11-5 BAYTOWN 11-6 CITY OF BAYTOWN ORGANIZATION CHART STORM WATER UTILITY FUND C ity Co un cil I C ity Manage r I Ass istant City Ma nage r I Director of Hea lth I I Sto rm Wa ter Uti lity I 12 -1 BAYTOWN 12-2 CITY OF BAYTOWN STORM WATER UTILITY FUND 505 BU DGET SUMMA RY BY FUN D Actua l Budget Es timated 20 12-13 2013-14 2013-14 R evenues Stom1 Drainage Fee $ I ,2 17,580 $ 1,200,000 $ 1,200,000 To ta l Revenu es I ,2 17,580 1,200,000 1,200,000 E xpe n d itures Personne l Services 330 ,768 335 ,644 3 16,4 44 Supp lie s 56 ,877 4 6,15 0 42,650 Mai nt enance 300 Services 39 ,622 16 1,960 86 ,940 Sundry 4,292 500 1,000 Total Oper ating 43 1,559 544,554 447,034 Non-Re curring Expenditures Trans fers Out 723,000 728 ,781 728,78 1 T ota l Expe nd itures I , 154 ,559 I ,273 ,335 1,175 ,8 15 Exc ess (D e ficit) Reve nu es Ove r Expenditu r es 63 ,02 1 (73 ,335) 24,18 5 Adj . rcq . to convert budg et bas is to GAAP 14 ,826 Working Capital -Be ginning 376,160 454,007 4 54,007 Wo r king Capital -E ndin g $ 45 4,007 $ 380 ,672 $ 478 ,192 No. of Working Capital Days 144 109 14 8 B u dget 2014-15 Expenditures by Type T ra nsfer to Ge neral F und 53% Se rv ices 26% O pera ting 2 1% Adopted 20 14 -15 $ 1,200,000 1,200,000 348,79 1 55,500 233 ,9 15 1,000 639,206 728,781 I ,367,987 (167,987) 478 ,192 $ 3 10 ,2 05 83 12-3 CITY OF BAYTOWN PROGRAM SUMMARY 13050 STORM WATER UTILITY I Program Description The Division is responsible for the City's compliance with the Federal mandate known as the National Pollutant Discharge Elimination System (NPDES). The NPDES mandate requires cities to implement programs and practices to control polluted storm water run-off through a permitting program. The NPDES permitting program is comprised of two phases. Phase I affects medium and large cities. Phase II affects smaller communities, such as Baytown. Baytown is required to develop a storm water management program that will address six minimum control measures. This program was developed to be implemented in phases over the next five years. Accomplished Major Goals • Adopted the final storm water management program (SWMP) outlining our best management practices (BMPs). • Received the Small MS4 permit in 2009. • Have educated the public about storm water requirements and pollution from urban run-off. • Have provided educational materials for all Goose Creek Consolidated Independent School District students. • Developed ordinances to address construction site run-off in, Illicit Discharge Detection and Control, and Post Construction Stormwater Management. • Inspected all construction sites within the city limits for compliance with state and local storm water regulations. Workload Measures I. Construction Site Inspections 2. Illicit Discharge Inspections 3. Plan Reviews 4. Other Complaints 5. Educational Brochures Distributed 6. Residential MDUS Fee Accounts 7. Commercial MDUS Fee Accounts Performance Measures I. Construction Site Inspections 2. Public Out Reach Events 12-4 • Establish good housekeeping practices for storm water in all City departments. • Educated all city owned industrial facilities operators about required TCEQ permits and assisted them in obtaining full compliance. • Reviewed Second Construction Site General Permit and MS4 Phase II drafts and provided input to Texas Commission on Environmental Quality on issues affecting the City of Baytown Major Objectives • Stormwater Engineer will audit City of Baytown detention ponds and make recommendations on how to improve them. • Work with engineering department to ensure full compliance with storm water regulations at all city projects. • Provide public education through brochures, presentations, and the website. This includes the general public, civic associations, homebuilders and developers, commercial businesses, and municipal employees. • Provide public outreach with community clean-up events. • Document and record illicit discharge complaints. • Build relationships with other City departments involved with the SWMP. • Prepare for the next permitting phase. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 1,089 860 1,200 1,200 288 320 290 290 45 100 75 70 44 55 65 65 2,442 4,000 2,400 2,500 18,670 20,100 18,000 19,000 1,784 1,995 1,775 1,800 750 860 1,200 1,200 5 7 6 6 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13050 STORM WATER UTILITY Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 208,453 $ 218,297 $ 214,521 $ 224,649 71009 Overtime 4,075 6,250 2,000 9,000 71021 Health Insurance 36,600 40,260 30,864 42,275 71022 TMRS 40,311 43,043 41,549 44,057 71023 FICA 16,099 16,960 16,895 17,661 71028 Workers Compensation 1,369 1,834 1,615 2,149 71041 Allowances 9,035 9,000 9,000 9,000 71043 Employee Incentives 71081 Retired Employee Benefits 14,826 Total Personnel Services 330,768 335,644 316,444 348,791 7200 Supplies 72001 Office Supplies 852 2,600 2,600 2,600 72002 Postage Supplies 41 1,500 1,000 1,500 72004 Printing Supplies 974 3,500 3,200 3,500 72007 Wearing Apparel 59 900 500 900 72021 Minor Tools 351 1,650 1,650 6,000 72031 Chemical Supplies 43,457 20,000 20,000 25,000 72041 Educational Supplies 5,143 7,500 5,200 7,500 72045 Computer Software Supply 6,000 8,500 8,500 8,500 Total Supplies 56,877 46,150 42,650 55,500 7300 Maintenance 73041 Furniture/Fixtures Maint 300 Total Maintenance 300 7400 Services 74001 Communication 1,356 3,240 3,240 3,240 74021 Special Services 32,072 149,045 75,000 220,000 74036 Advertising 500 500 500 74042 Education & Training 5,834 8,350 7,500 9,350 74071 Association Dues 360 825 700 825 Total Services 39,622 161,960 86,940 233,915 Total Operating 427,267 544,054 446,034 638,206 7500 Sundry Charges 75071 Term/ Accural Pay 3,801 75088 Bad Debt-Cutoff Accounts 491 500 1,000 1,000 Total Sundry Charges 4,292 500 1,000 1,000 9000 Other Financing Uses 91101 To General Fund 723,000 728,781 728,781 728,781 Total Other Financing Uses 723,000 728,781 728,781 728,781 TOTAL DEPARTMENT $ 1,154,559 $ 1,273,335 $ 1,175,815 $ 1,367,987 12-5 BAYTOWN 12-6 CITY OF BAYTOWN ORGANIZATION CHART GARAGE FUND Cit y Co un cil I Cit y Ma nager I Deputy City Manager I Direct or of Public Wo rks/U ti liti es I Asst. Direc to r of Publi c Works I II Ga rage II 13-1 BAYTOWN 13-2 CITY OF BAYTOWN GARAGE FUND 550 BUDGET SUMMARY BY FUND Act ua l Budget E st imated 2012-13 2013-14 2013-14 Reven ues De partme nta l Billings -Fue l $ I ,286,88 1 $ 1,497 ,33 5 $ 1,43 5,000 $ De partme ntal Billings -Re pa irs 739,772 642 ,280 64 0 ,000 T ran sfe r In-Ge neral Fund 153 ,935 16 1,24 2 16 1,242 Transfe r In-Water & Sewer Fund 11 3,829 11 3 ,829 11 3,829 Trans fe r In -Solid Wa ste Fund 14 ,065 14 ,065 14 ,065 Total R evenu es 2,308 ,4 82 2,428 ,751 2 ,364,1 36 Expenditu res Pe rsonne l Services 608,976 567,651 529,675 Supplies I ,68 1,60 5 1,797,800 1,797,800 Ma inte nance 14 ,138 10 ,800 10,800 Services 4 4,6 87 52,500 52,500 T o ta l Operating 2,349,406 2,4 28 ,75 1 2 ,390,775 Non-Recurring Expenditures Capital Outlay 9 ,393 Tota l Ex penditures 2,358 ,799 2,4 28 ,751 2 ,390,775 Excess (Deficit) Revenues Over Expenditures (50 ,3 17) (26,639) Adj . req. to convert budget ba sis to GAAP 8 1,74 8 Wor king Capital -Begin n ing (4 ,057 ) 27 ,3 74 27,374 Working Capital-E n ding $ 27,374 $ 27,374 $ 735 $ Bu dget 2014 -15 Expenditures O pe rati o ns 76 .04 % Pe rsonn e l Services 23.96% Adopted 2014-15 1,472 ,500 680 ,000 163 ,12 1 129 ,152 2,4 44 ,773 585 ,673 1,797,800 10 ,800 50,500 2 ,4 4 4 ,773 2,444 ,773 735 7 35 13-3 CITY OF BAYTOWN PROGRAM SUMMARY 17010 GARAGE OPERATIONS I Program Description Equipment Services Division maintains, services, and repairs a fleet consisting of the vehicles and equipment operated by Public Works, Utilities, Parks and Recreation, Pollution Control, Engineering, Inspection, Library, Health, Purchasing, Utility Billing and BA W A. This division also maintains the fueling facility, Public Works gate access, standby generators, the equipment wash rack, and the garage owns mechanical equipment. In addition, assistance is rendered to Police and Fire garages and Park operations when necessary. This division processes all associated paperwork, as well as billing of fuel and services to all user departments. Workload Measures 1. Cost per hour of vehicle/fleet maintenance service (shop rate) 2. Annual Vehicle Operating and repairs: • Heavy Equipment/Vehicle • Light Equipment/Vehicle • Trailers Performance Measures I. Number of vehicles work orders completed: • Scheduled preventative maintenance: In-house • Repair: In-house Contract 2. Average time per work order/hours 3. Number of repair part requisitions/month 13-4 Major Goals • To provide for safe and efficient maintenance operations by performing vehicle and equipment preventative maintenance and repairs. • Provide these services in an economical and timely manner. Major Objectives • Coordinate with departmental supervisors to facilitate sufficient availability of equipment for their duties. • Reduce downtime and increase "mean-time-between- failure" for vehicles and equipment maintained by the garage. • Reduce rate of returns for unscheduled repairs by an aggressive preventative maintenance program. Actual Budget Estimated Projected 2012-2013 2013-2014 2013-2014 2014-15 Light $50/hr Light $50/hr Light $50/hr Light $50/hr Heavy $65/hr Heavy $65/hr Heavy $65/hr Heavy $65/hr X-Heavy $80 X-Heavy $80 X-Heavy $80 X-Heavy $80 1,300 1,200 1,200 1,475 1,100 1,700 1,700 1,130 100 140 140 100 617 700 700 680 1,794 3,040 3,040 1,950 48 65 65 75 2 2 2 2 2,461 2,550 2,300 2,705 CITY OF BAYTOWN SERVICE LEVEL BUDGET 11010 GARAGE OPERATIONS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 341,876 $ 368,591 $ 347,556 $ 379,896 71009 Overtime 11,286 9,270 10,000 10,000 71021 Health Insurance 73,200 80,520 67,112 84,550 71022 TMRS 65,247 70,763 67,152 71,854 71023 FICA 25,755 27,664 27,266 28,526 71028 Workers Compensation 4,395 4,779 4,525 4,997 71041 Allowances 5,472 6,064 6,064 5,850 71081 Retired Employee Benefits 81,745 Total Personnel Services 608,976 567,651 529,675 585,673 7200 Supplies 72007 Wearing Apparel 2,099 2,600 2,600 2,600 72016 Motor Vehicle Supplies 6,958 5,500 5,500 5,500 72017 Parts Purchase For Resale 449,476 380,000 380,000 380,000 72018 Fuel Purchase For Resale 1,211,374 1,400,000 1,400,000 1,400,000 72019 Supplies Purch For Resale 6,354 4,000 4,000 4,000 72021 Minor Tools 3,312 3,500 3,500 3,500 72026 Cleaning & Janitorial Sup 1,934 2,000 2,000 2,000 72032 Medical Supplies 98 200 200 200 Total Supplies 1,681,605 1,797,800 1,797,800 1,797,800 7300 Maintenance 73011 Buildings Maintenance 4,512 4,000 4,000 4,000 73027 Heat & Cool Sys Maint 800 800 800 73042 Machinery & Equip Maint 6,640 2,500 2,500 2,500 73043 Motor Vehicles Maint 2,986 3,500 3,500 3,500 Total Maintenance 14,138 10,800 10,800 10,800 7400 Services 74020 Outside Contracts 31,435 40,000 40,000 40,000 74021 Special Services 7,215 6,500 6,500 6,500 74042 Education & Training 6,037 6,000 6,000 4,000 Total Services 44,687 52,500 52,500 50,500 Total Operating 2,349,406 2,428,751 2,390,775 2,444,773 8000 Capital Outlay 80001 Furniture & Equip <$5,000 9,393 Total Capital Outlay 9,393 TOTAL DEPARTMENT $ 2,358,799 $ 2,428,751 $ 2,390,775 $ 2,444,773 13-5 BAYTOWN 13-6 CITY OF BAYTOWN ORGANIZATION CHART WAREHOUSE OPERATIONS FUND City Co un c il Assis tant C ity Manage r BAYTOWN 13-7 BAYTOWN 13-8 CITY OF BAYTOWN WAREHOUSE OPERATIONS FUND 552 BUDGET SUMMARY BY FUND Actual Budget Estimated 2012-13 2013 -14 2013 -14 Reve n ues Water Meter Sales $ 54,774 $ 25 ,000 $ 70,000 Miscellaneous 21 10 Transfer In -Genera l Fund 37,664 43,497 43,497 Transfer In-Water & Sewer Fund 211,282 21 1,282 211,282 Total Revenues 303,741 279,779 324,789 Expendit u res Personnel Services 246,120 236,747 229,097 Supplies 62,198 39,700 47,900 Maintenance 7,396 6,250 6,250 Services 1,579 2,000 2,000 Sundry 2,139 Total Operating 319,432 284,697 285 ,247 Non-Recu rring Expenditures Capital Outlay 9,124 6,000 6,000 Total Expenditures 328,556 290,697 291,247 Excess (Deficit) Revenues Over Expenditu res (24,815) (10,918) 33,542 GAAP to budget bas is adjustment (31 '134) Working Capital -Begin ning 85,426 29,477 29,477 Working Capital -En d ing $ 29,477 $ 18,559 $ 63,019 Budget 2014 -15 Expenditures Operations 76% Personnel Services 24% Adop ted 2014-15 $ 750,000 44,436 214,611 1,009,047 240,517 757,900 6 ,250 2 ,000 1,0 06,667 6,000 1,012,667 (3,620) 63,019 $ 59,399 13-9 CITY OF BAYTOWN PROGRAM SUMMARY 17010 WAREHOUSE OPERATIONS I Program Description Provide Centralized warehousing and purchasing for commonly used supplies and materials throughout the city. Operation is designed to provide lower costs through volume purchasing and consolidation. Major Goals • Expansion of base inventory to facilitate citywide usage, while reducing items with low turnover. • Develop inventory-tracking system. Workload Measures 1. Requisitions processed 2. Purchase orders processed 3. Items inventoried Performance Measures I. Requisitions processed within required time frame. 2. Requisitions unable to be filled within required time frame. 13-10 • Develop inventory minimum and maximum levels based on usage. Major Objectives • Automation of physical inventory process. • Increase use of warehouse by city departments. Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 3,722 5,500 5,500 3,500 1,247 2,500 2,500 2,000 1,162 3,100 3,100 3,200 100% 100% 100% 100% 0% 0% 0% 0% CITY OF BAYTOWN SERVICE LEVEL BUDGET 11010 WAREHOUSE OPERATIONS Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71002 Regular Wages $ 135,584 $ 146,615 $ 144,978 $ 148,923 71009 Overtime 2,531 4,813 4,813 4,813 71011 Extra Help/Temporary 747 1,235 1,235 1,235 71021 Health Insurance 36,600 40,260 34,735 42,275 71022 TMRS 25,127 28,050 27,586 27,915 71023 FICA 9,665 10,881 10,959 10,444 71028 Workers Compensation 4,386 4,893 4,791 4,912 71081 Retired Employee Benefits 31,480 Total Personnel Services 246,120 236,747 229,097 240,517 7200 Supplies 72001 Office Supplies 892 1,000 1,000 1,000 72007 Wearing Apparel 1,372 1,500 1,500 1,500 72015 Meter Purchase For Resale 51,865 31,800 40,000 750,000 720 16 Motor Vehicle Supplies 5,241 4,000 4,000 4,000 72021 Minor Tools 1,140 1,300 1,300 1,300 72032 Medical Supplies 57 100 100 100 72098 Inventory Adjustments 1,631 Total Supplies 62,198 39,700 47,900 757,900 7300 Maintenance 73011 Buildings Maintenance 3,700 3,500 3,500 3,500 73043 Motor Vehicles Maint 3,696 2,750 2,750 2,750 Total Maintenance 7,396 6,250 6,250 6,250 7400 Services 74042 Education & Training 1,579 2,000 2,000 2,000 Total Services 1,579 2,000 2,000 2,000 7500 Sundry Charges 75071 Term/ Accural Pay 2,139 Total Sundry & Other 2,139 Total Operating 319,432 284,697 285,247 1,006,667 8000 Capital Outlay 80001 Furniture & Equip <$5,000 9,124 6,000 6,000 6,000 Total Capital Outlay 9,124 6,000 6,000 6,000 TOTAL DEPARTMENT $ 328,556 $ 290,697 $ 291,247 $ 1,012,667 13-11 BAYTOWN 13-12 ORDINANCE NO. 12,622 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS, ADOPTING A BUDGET FOR THE ENSUING FISCAL YEAR, BEGINNING OCTOBER 1, 2014, AND ENDING SEPTEMBER 30, 2015, IN ACCORDANCE WITH THE CHARTER AND ORDINANCES OF THE CITY OF BAYTOWN; AND PROVIDING FOR THE PUBLICATION AND EFFECTIVE DATE THEREOF. ********************************************************************************* WHEREAS, the City Manager of the City of Baytown has submitted to the City Council a budget estimate of the revenues of said City and the expenses of conducting the affairs thereof for the ensuing fiscal year, beginning October 1, 2014, and ending September 30, 2015, and which said estimate has been compiled from detailed information obtained from the several departments, divisions, and offices of the City containing all information as required by the Charter of the City of Baytown; and WHEREAS, the City Council has received said City Manager's estimate and held a public hearing thereon as provided by Section 44 of the Charter and Section 102.006 of the Texas Local Government Code; and WHEREAS, after full and final consideration of the public hearing and after certain revisions to the proposed budget, it is the opinion of the Council that the budget as revised should be approved and adopted; NOW THEREFORE BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS: Section 1: That the budget estimate of the revenues of the City of Baytown and the expenses of conducting the affairs thereof for the ensuing fiscal year, beginning October 1, 20 14, and ending September 30, 20 15, as finally submitted to the City Council by the City Manager of said City (a copy of which is on file in the City Clerk's office) be, and the same is in all things, adopted and approved as the budget estimate of all the current expenses as well as the fixed charges against said City for the fiscal year beginning October l, 2014, and ending September 30, 2015. Section 2: That the sum of SEVENTY-FIVE MILLION SIX HUNDRED FORTY- EIGHT THOUSAND EIGHT HUNDRED NINETY-SEVEN AND N0/100 DOLLARS ($75,648,897 .00) is hereby appropriated out of the General Fund for the payment of Operating Expenses and Capital Outlay of the City Government. Section 3: That the sum of SIXTEEN MILLION TWO HUNDRED SEVENTY THOUSAND FIVE HUNDRED FIFTY-THREE AND N0/100 DOLLARS ($16,270,553.00) is hereby appropriated out of the General Debt Service Fund for the purpose of paying the accruing interest and redeeming the bonds and debts as they mature on the General Debt Service Fund. Section 4: That the sum of ONE MILLION THREE HUNDRED SIXTY-FOUR THOUSAND EIGHT HUNDRED EIGHTEEN AND N0/1 00 DOLLARS ($1 ,364,818.00) is hereby 14-1 appropriated out of the Hotel/Motel Fund for the payment of Operating Expenses and Capital Outlay of the City Government. Section 5: That the sum of THREE MILLION SIX HUNDRED THIRTY-SEVEN THOUSAND ONE HUNDRED FORTY-ONE N0/100 DOLLARS ($3,637,141.00) is hereby appropriated out of the Aquatics Fund for the payment of Operating Expenses and Capital Outlay of the City Government. Section 6: That the sum of THIRTY -SIX MILLION THREE HUNDRED FOURTEEN THOUSANDSIXHUNDREDSIXTY-FIVEANDN0/100DOLLARS($36,314,665.00)ishereby appropriated out of the Water and Sewer Fund for Operating Expenses and Capital Outlay Costs. Section 7: That the sum of SIXTEEN MILLION TWO HUNDRED FIFTY-NINE THOUSAND FOUR HUNDRED NINETY-FIVE AND N0/100 DOLLARS ($16,259,495.00) is hereby appropriated out of the Water and Wastewater Interest and Sinking Fund for the purpose of paying the accruing interest and redeeming the bonds and debts as they mature. Section 8: That the sum ofFIVE MILLION THIRTY-SEVEN THOUSAND FORTY- SIX AND NOll 00 DOLLARS ($5,037 ,046.00) is hereby appropriated out of the Sanitation Fund for the Operating Expenses and Capital Outlay of the municipally owned Solid Waste Collection System. Section 9: That the sum of ONE MILLION THREE HUNDRED SIXTY-SEVEN THOUSAND NINE HUNDRED EIGHTY-SEVEN AND N0/100 DOLLARS ($1,367,987.00) is hereby appropriated out of the Storm Water Utility Fund for payment of Operating Expenses and Capital Outlay of the City Government. Section 10: That the sum of TWO MILLION FOUR HUNDRED FORTY-FOUR THOUSAND SEVEN HUNDRED SEVENTY-THREE AND NO/I 00 DOLLARS ($2,444, 773 .00) is hereby appropriated out of the Garage Fund for the Operating Expenses and Capital Outlay for Municipal Garage Services System and Activities. Section 11: That the sum of ONE MILLION TWELVE THOUSAND SIX HUNDRED SIXTY-SEVEN AND N0/100 DOLLARS ($1,012,667.00) is hereby appropriated out of the Warehouse Operations Fund for the Operating Expenses and Capital Outlay for Central Warehouse Activities. Section 12: That the City Manager is hereby authorized to transfer any unencumbered appropriation balance or portion thereof between general classifications of expenditures within an office, department or agency, in accordance with Section 68 of the Charter. 14-2 Section 13 : That the City Manager shall have the authority to increase a department's line item budget by the amount equal to outstanding purchase orders as of September 30, 2014, to be appropriat ed out of the Fund B alance. Section 14: This ordinance shall be and remai n in full force and effect from and after its passage and approval of the City Council , and it s hall be published once each week for two (2) consecutive weeks in the official newspaper of the C ity o f Baytown. INTRODUCED, READ and PASSED by th e affirmative vote of of Baytown this the 281h day o f August, 2 01 4. AITEST: APPROVED AS TO FORM : R:\Karen\F il es\City Coun cii\Ordinance s\2 0 14\A ugust 28\Ad opt Cityoffin ytownOudge t 14-1 5.doc 14-3 ORDINANCE NO. 12,683 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS, ADOPTING THE RATE AND TAX LEVY FOR GENERAL FUND MAINTENANCE AND OPERATION AND DEBT SERVICE FOR THE CITY OF BAYTOWN FOR THE FISCAL YEAR ENDING SEPTEMBER 30, 2015, UPON ALL TAXABLE PROPERTY IN SAID CITY OF BAYTOWN IN ACCORDANCE WITH THE LAWS OF THE STATE OF TEXAS AND THE CHARTER PROVISIONS AND ORDINANCES OF SAID CITY; PROVIDING A REPEALING CLAUSE; CONTAINING A SAVINGS CLAUSE; AND PROVIDING FOR THE EFFECTIVE DATE THEREOF. ************************************************************************************* WHEREAS, the City's tax rate consists of the following two components: 1. the rate that, if applied to the total taxable value, will impose the amount of taxes needed to pay debt service; and 2. the rate that, if applied to the total taxable value, will impose the amount of taxes needed to fund maintenance and operation expenditures of the City for the next year; and WHEREAS, the proposed tax rate of $0.44562 per $100 valuation for maintenance and operations together with the proposed tax rate of $0.37641 per $100 valuation for debt service exceeds the effective tax rate; and WHEREAS, THIS TAX RATE WILL RAISE MORE TAXES FOR MAINTENANCE AND OPERATIONS THAN LAST YEAR'S TAX RATE; and WHEREAS, THE TAX RATE WILL EFFECTIVELY BE RAISED BY 4.48 PERCENT AND WILL RAISE TAXES FOR MAINTENANCE AND OPERATIONS ON A $100,000 HO:ME BY APPROXIMATELY $8.49; and WHEREAS, the City having posted, published and held the requisite public hearings in accordance with Chapter 26 of the Texas Tax Code, desires to adopt the tax rate for maintenance and operations and the tax rate for debt service for the fiscal year ending September 30, 2015; NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS: Section 1: That the facts and matters set forth in the recitals of this Ordinance are hereby found to be true and correct and are adopted by the City Council. Section 2: That the City Council of the City of Baytown hereby adopts and sets for the fiscal year ending September 30, 2015, an ad valorem tax rate of $ 0.44562 for each ONE HUNDRED AND N0/100 DOLLARS ($100.00) of assessed value of property located within the city limits of the City of Baytown on January 1, 2014, made taxable by law, which said taxes, when collected, shall be apportioned among funds and departments of City Government of the City of Baytown for the purpose of General Fund Maintenance and Operation. Section 3: That the ad valorem tax rate of$ 0.44562, as set forth in Section 2, is hereby levied and shall be assessed and collected on one hundred percent ( 1 00%) of each ONE HUNDRED 14-4 AND NO/I 00 DOLLARS ($1 00.00) worth of property located within the city limits of the City of Baytown on January I, 2014, as valued by the Harris County Appraisal District or the Chambers County Appraisal District and made taxable by law. Section 4: That the City Council of the City of Baytown hereby adopts and sets for the fiscal year ending September 30, 2015, an ad valorem tax rate of$ 0.37641 for each ONE HUNDRED AND N0/100 DOLLARS ($100.00) of assessed val ue of property located within the city limits of the City of Baytown on January I, 2013, made taxable by law, which said taxes, when collected, shall be apportioned among funds and departments of City Government of the City of Baytown for the purpose of Debt Service. Section 5: That the ad valorem tax rate of$ 0. 3 7641, as set forth in Section 4, is hereby levied and shall be assessed and collected on one hundred percent ( 100%) of each ONE HUNDRED AND NO/I 00 DOLLARS ($1 00.00) worth of property located w ithin the city limits of the City of Baytown on January I, 2014, as valued by the Harris County Appraisal District or the Chambers County Appraisal District and made taxable by law. Section 6: That the Tax Assessor and Collector of the City of Baytown is hereby directed to assess, extend and enter upon the Tax Rolls of the City of Baytown, Texas, for the current year the amounts and rates herein levied, and to keep a current account of same. All collection of such taxes , as well as collection of taxes owed for prior years, to include penalty and interest thereof, shall be deposited in the official depository of th e City of Baytown to be distributed between the General Fund and the Debt Service on a basis determined by the percentage that each bear to th e total tax rate. Section 7: All ordinances or parts of ordinances inconsistent with the terms of this ordinance are hereby repealed; provided however, that such repeal shall be only to the extent of such inconsistency and in all other re spects this ordinance sha ll be cumulative of other ordinances regulating and governing the subject matter covered by this ordinance. Section 8: If any provisions, section, exception, subsection, paragraph, sentence, clause or phrase of this ordinance or the application of same to any person or set of circumstances, shall for any reason be held un constitutional , void or invalid, such invalidity shall not affect the validity of the remaining provisions of this ordinance or their application to other persons or sets of circumstances and to this end all provisions of this ordinance are declared to be severable. Section 9: This ordinance shall take effect immediately from and after its passage by the City Council of the City of Baytown . INTRODUCED, READ and PASSED by the affirmative vote oft Baytown this the 16111 day ofOctober, 2014 . 14-5 APPROVED AS TO FORM : R:\Karenlfil es\Cuy Council Ordmancesl2 013 10ctobcr 141F•xTaxRate4Gencra!FundM amtenance &Ops&DcbtService20 13 doc 14-6 ORDINANCE NO. 12,624 AN ORDINANCE OF THE CITY OF BAYTOWN, TEXAS, AMENDING CHAPTER 98 "UTILITIES, .. ARTICLE III "WATER SERVICE," SECTION 98- 59 "RATES," SUBSECTION (A) AND ARTICLE IV "SEWER SERVICE," SECTION 98-91 "SEWER SERVICE CHARGE" OF THE CODE OF ORDINANCES, BAYTOWN, TEXAS, TO UPDATE SERVICE FEES; PROVIDING FOR A PENALTY NOT EXCEEDING FIVE HUNDRED AND N0/100 DOLLARS ($500.00); PROVIDING A REPEALING CLAUSE; CONTAINING A SAVINGS CLAUSE; AND PROVIDING FOR THE PUBLICATION AND EFFECTIVE DATE THEREOF. ************************************************************************************* BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF BAYTOWN, TEXAS: Section 1: That Chapter 98 "Utilities," Article III "Water Service," Section 98-59 "Rates," Subsection (a) of the Code of Ordinances of the City of Baytown, Texas, is hereby amended to read as follows: CHAPTER 98. UTILITIES ARTICLE III. WATER SERVICE Sec. 98-59. Rates. (a) Rate Schedules. The following are the rate schedules for water service: Water Service-Rate Schedule Individually Metered Single-Family Residential Inside City Outside City Base Facility Charge: Per Dwelling Unit Customer Charge: Per Bill Issued Gallonage Charge <Per Thousand Gallons): Up to 2,000 Gallons per Unit Over 2,000 -6,000 Gallons per Unit Over 6,000-12,000 Gallons per Unit Over 12,000-18,000 Gallons per Unit Use Over 18,000 Gallons per Unit $7.53 $3.62 $2.57 $5.60 $6.71 $8.74 $11.36 $15.05 $7.24 $3.86 $8.39 $10.09 $13.10 $17.04 14-7 Water Service-Rate Schedule Multi-Family Residential Master Meter Service Inside City Base Facility Charge: Per Dwelling Unit Customer Charge: Per Bill Issued Gallonage Charge (Per Thousand Gallons): Up to 2,000 Gallons per Unit Over 2,000 Gallons per Unit Unit = Constructed, regardless of whether occupied. Water Service-Rate Schedule Non-Residential Service $7.53 $3.62 $2.60 $5.63 Outside City $15.05 $7.24 $3.91 $8.45 Inside Citv Outside City Base Facility Charge: Per Meter by Meter Size 5/8" X%" $7.53 $15.05 %" $11.31 $22.59 1" $18.83 $37.67 1 ~" $37.67 $75.32 2" $60.26 $120.51 3" $120.51 $241.02 4" $188.31 $376.60 6" $376.60 $753.21 8" $602.56 $1,205.13 10" $866.20 $1,732.37 Customer Charge: Per Bill Issued $3.62 $7.24 Gallonage Charge {Per Thousand Gallons}: All Use $5.60 $8.39 14-8 Water Service-Rate Schedule High-Volume User Service Base Facility Charge: Per Meter by Meter Size 5/8" X%" %" Customer Charge: 1" I Yl" 2" 3" 4" 6" 8" 10" Per Bill Issued Gallonage Charge (Per Thousand Gallons): All Use Water Service-Rate Schedule Metered Irrigation Service $7.53 $11.31 $18.83 $37.67 $60.26 $120.51 $188.31 $376.60 $602.56 $866.20 $3.62 $4.13 Inside City Outside City Base Facility Charge: Per Meter by Meter Size 5/8" X%" $7.53 $15.05 %" $11.31 $22.59 I" $18.83 $37.67 1 Yl" $37.67 $75.32 2" . $60.26 $120.51 3" $120.51 $241.02 4" $188.31 $376.60 6" $376.60 $753.21 8" $602.56 $1,205.13 10" $866.20 $1,732.37 Customer Charge: Per Bill Issued $3.62 $7.24 Gallonage Charge {Per Thousand Gallons}: S/8" x 3/4" Meter Up to 6,000 Gallons $5.60 $8.39 Over 6,000 -12,000 Gallons $6.71 $10.09 Over 12,000 -18,000 Gallons $8.74 $13.10 Over 18,000 Gallons $11.36 $17.04 14-9 Inside City Outside City 3/4" Meter Up to 9,000 Gallons $5.60 $8.39 Over 9,000-18,000 Gallons $6.71 $10.09 Over 18,000 -27,000 Gallons $8.74 $13.10 Over 27,000 Gallons $11.36 $17.04 1" Meter Up to 15,000 Gallons $5.60 $8.39 Over 15,000-30,000 Gallons $6.71 $10.09 Over 30,000-45,000 Gallons $8.74 $13.10 Over 45,000 Gallons $11.36 $17.04 1 Yz" Meter Up to 30,000 Gallons $5.60 $8.39 Over 30,000 -60,000 Gallons $6.71 $10.09 Over 60,000 -90,000 Gallons $8.74 $13.10 Over 90,000 Gallons $11.36 $17.04 2" Meter Up to 48,000 Gallons $5.60 $8.39 Over 48,000 -96,000 Gallons $6.71 $10.09 Over 96,000 -144,000 Gallons $8.74 $13.10 Over 144,000 Gallons $11.36 $17.04 3" Meter Up to 96,000 Gallons $5.60 $8.39 Over 96,000 -192,000 Gallons $6.71 $10.09 Over 192,000 -288,000 Gallons $8.74 $13.10 Over 288,000 Gallons $11.36 $17.04 4" Meter Up to 150,000 Gallons $5.60 $8.39 Over 150,000 -300,000 Gallons $6.71 $10.09 Over 300,000 -450,000 Gallons $8.74 $13.10 Over 450,000 Gallons $11.36 $17.04 6" Meter Up to 300,000 Gallons $5.60 $8.39 Over 300,000 -600,000 Gallons $6.71 $10.09 Over 600,000-900,000 Gallons $8.74 $13.10 Over 900,000 Gallons $11.36 $17.04 8" Meter Up to 480,000 Gallons $5.60 $8.39 Over 480,000 -960,000 Gallons $6.71 $10.09 Over 960,000-1,440,000 Gallons $8.74 $13.10 Over 1,440,000 Gallons $11.36 $17.04 10" Meter Up to 690,000 Gallons $5.60 $8.39 Over 690,000-1,380,000 Gallons $6.71 $10.09 Over 1,380,000-2,070,000 Gallons $8.74 $13.10 14-10 Over 2,070,000 Gallons Inside City $11.36 Outside City $17.04 Section 2: That Chapter 98 "Utilities," Article IV "Sewer Service," Section 98-91 "Sewer service charge" of the Code of Ordinances of the City of Baytown, Texas, is hereby amended to read as follows: CHAPTER 98. UTILITIES ARTICLE IV. SEWER SERVICE Sec. 98-91. Sewer service charge. (a) Residential dwelling units. The sewer service charge for residential dwelling units shall be as follows: ( 1) Individually metered for water consumption. Each residential dwelling unit individually metered and billed for the consumption of water shall be charged for and shall owe each month a sewer service charge based upon the consumption of water attributed to it as determined by article III of this chapter relating to water charges, applied to the following usage and the rate schedule for sewer service: Wastewater Service-Rate Schedule Individually Metered Single-Family Residential Inside City Outside City Base Facility Charge: Per Dwelling Unit Customer Charge: Per Bill Issued Gallonage Charge <Per Thousand Gallons): Up to 2,000 Gallons per Unit Over 2,000 -12,000 Gallons per Unit Over 12,000 Gallons per Unit $7.53 $3.62 $2.60 $5.63 No Charge $15.05 $7.24 $3.91 $8.45 No Charge (2) Jointly metered for water consumption. Multifamily dwelling unit projects not individually metered for water shall be charged for and shall owe each month a sanitary sewer charge based upon consumption of water attributed to it as determined by article III of this chapter relating to water charges applied to the following usage and the rate schedule for sewer service: 14-11 Wastewater Service-Rate Schedule Multi-Family Residential Master Meter Service Base Facility Charge: Per Dwelling Unit Customer Charge: Per Bill Issued Gallonage Charge (Per Thousand Gallons): Up to 2,000 Gallons per Unit Over 2,000 Gallons per Unit Unit = Constructed, regardless of whether occupied. Inside City $7.53 $3.62 $2.60 $5.63 Outside Citv $15.05 $7.24 $3.91 $8.45 (b) Commercial units. Each commercial unit shall be charged for and shall owe each month a sanitary sewer service charge based upon the consumption of water attributed to it, applied to the following usage and the rate schedule for sewer service: Wastewater Service-Rate Schedule Non-Residential Service Inside City Outside City Base Facility Charge: Per Meter by Meter Size 5/8" X%" $7.53 $15.05 l_h" $11.31 $22.59 1" $18.83 $37.67 1 ~" $37.67 $75.32 2" $60.26 $120.51 3" $120.51 $241.02 4" $188.31 $376.60 6" $376.60 $753.21 8" $602.56 $1,205.13 10" $866.20 $1,732.37 Customer Charge: Per Bill Issued $3.62 $7.24 Gallonage Charge (Per Thousand Gallons}: All Use $5.63 $8.45 (c) Manufactured home parks. Manufactured home parks shall be charged for and owe a sanitary sewer service charge based upon consumption of water attributed to it as determined by article III of this chapter relating to water charges applied to the following usage and the rate schedule for sewer service: 14-12 Wastewater Service-Rate Schedule Manufactured Home Parks Master Meter Service (Based upon Multi-Family Residential Master Meter Service) Base Facility Charge: Per Dwelling Unit Customer Charge: Per Bill Issued Gallonage Charge (Per Thousand Gallons): Up to 2,000 Gallons per Unit Over 2,000 Gallons per Unit Unit= Total spaces, regardless of whether occupied. Inside City $7.53 $3.62 $2.60 $5.63 Outside City $15.05 $7.24 $3.91 $8.45 (d) Volume users. A sanitary sewer service customer within the corporate limits who (i) qualifies for a tax abatement under the city's tax abatement policy and (ii) uses more than 400,000 gallons of water per day shall be charged and shall owe each month a sewer service charge based upon (i) the consumption of water attributed to it as detennined by article III of this chapter relating to water charges; or (ii) the actual wastewater flow as determined by a metering system approved by the city. Such charges shall be applied as follows: Wastewater Service-Rate Schedule High-Volume User Service Base Facilitv Charge: Per Meter by Meter Size 5/8" X%" %" 1" 1 ~" 2" 3" 4" 6" 8" 10" Customer Charge: Per Bill Issued Gallonage Charge {Per Thousand Gallons}: All Use With City Water Service $7.53 $11.31 $18.83 $37.67 $60.26 $120.51 $188.31 $376.60 $602.56 $866.20 $3.62 $4.17 Without City Water Service $7.84 $11.74 $19.58 $39.17 $62.66 $125.32 $195.84 $391.66 $626.66 $900.84 $3.77 $4.32 14-13 Section 3: Every person convicted of a violation of any provision of this ordinance herein shall be punished by a fine not exceeding FIVE HUNDRED AND N0/100 DOLLARS ($500.00). Each act of violation and each day upon which any such violation shall occur shall constitute a separate offense. In addition to the penalty prescribed above, the city may pursue other remedies such as abatement of nui sances, injunctive relief, administrative adjudication and revocation of licenses or permits. Section 4: All ordinances or parts of ordinances inconsistent with the terms of this ordinance are hereby repealed; provided, however, that such repeal shall be only to the extent of such inconsistency and in all other respects this ordinance shall be cumulative of other ordinances regulating and governing the subject matter covered by this ordinance. Section 5: If any provision, section, exception, subsection, paragraph, sentence, clause or phrase of this ordinance or the application of same to any person or the set of circumstances, shall for any reason be held unconstitutional, void or invalid, such invalidity shall not affect the validity of the remaining provisions of this ordinance or their application to other persons or sets of circumstances and to thi s end all provisions of this ordinance are declared to be severable. Section 6: This ordinance sha ll take effect for all billings occurring on or after October 1, 2014. The City Clerk is hereby directed to give notice hereof by causing the caption of this ordinance to be published in the official newspaper of the City of Baytown at least twice within ten ( 1 0) days after passage of this ordinance. INTRODUCED, READ, and PASSED by the affirmative vot of the City Council of the City of Baytown, this the 28 1h day of August , 2014. ' ATTEST: APPROVED AS TO FORM : R :\Karen\Fi les\City Counc ii\Ordinan ce s\2 0 14 \A ugust 28\Util ityR ate Ordinan ce.duc 14-14 CITY OF BAYTOWN SUMMARY OF FULL-TIME EQUIVALENT (FTE) POSITIONS BY FUND AND DEPARTMENT Number of Positions (FTE) Department 1 2012-13 2013-14 2014-15 General Fund General Administration 8 8 a 8 aa Fiscal Operations 18.90 I 18.90 b 18.90 ab Legal Services 6 6 c 6 Information Technology Services (ITS) 12 12 d 13 ac Planning & Development Services 18.50 2 19.50 e 20 ad Human Resources 7 8 f 8 ae City Clerk 5 5 5 Court of Record 16 16 16 Police 186 3 I93 g 199 af Fire&EMS 118 4 150 h 156 ag Communications 21 5 21 23 ah Emergency Management 5 5 3 ai Emergency Medical Services (EMS) 27 6 aj Public Works Administration 4 3 3 Streets & Drainage 2I 7 21 21 Traffic Control 9.50 8 9.50 k 9.50 ak Engineering 10 IO 10 Public Health 23 9 23 23 Parks & Recreation 40 10 40 40 al Library 24 24 m 23 am Total General Fund 579.90 592.90 605.40 Hotel/Motel Fund 1 2 n 2 Aquatics Fund 2 3 0 4 an Water & Sewer Fund Utility Billing & Collections 19.85 II 20.85 p 20.85 ao General Overhead 1.00 q 1.00 Water Operations 43.60 12 4I.60 r 4I.60 ap Wastewater Operations 37.40 13 43.40 s 43.40 aq Utility Construction 17 14 16 t 16 Total Water & Sewer Fund 117.85 122.85 I22.85 Sanitation Fund 12.50 15 13.50 u 13.50 ar Storm Water Utili~ Fund 4 4 4 Central Services Fund Garage Fund 8 8 8 as Warehouse Operations Fund 4 4 4 Total Central Services Fund 12 12 12 Total Operating Funds 729.25 750.25 763.75 Miscellaneous Funds Community Development Block Grant (CDBG) Fund 4.50 16 4.50 v 4.00 at High Intensity Drug Trafficking Area (HIDTA) 0.25 17 0.25 w 0.25 au Miscellaneous Police Fund 4 4 4 Crime Control and Prevention District (CCPD) 15 15 15 Fire Control, Prevention and Emergency Medical Services District (FCPEMSD) 2 18 2 2 av Municipal Court Special Revenue Fund 2 19 2 2 Municipal Development District (MOD) Fund 2 20 3 X 3 Wetlands Education and Recreation Center Fund 2 2 2 Baytown Nature Center Fund 1 21 I 1 Capital Improvement Program Fund 3 3 3 aw Capital Improvement Program -Sewer Fund Workers Compensation Fund I ax Total Miscellaneous Funds 36.75 38.75 38.25 Total All Funds 766.00 789.00 802.00 15-1 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 OPERATING FUNDS GENERAL FUND-101 1010-General Administration City Manager 117 1 Deputy City Manager 106 1 1 Assistant City Manager 104 1 1 Director of Strategic Initiatives 84 1 1 aa Public Affairs/Marketing Coordinator 70 1 1 1 Grant Coordinator 65 1 1 1 Multimedia Specialist 64 1 a 1 Executive Assistant 57 1 1 1 Total 8 8 8 1030-Fiscal Operations Director of Finance 98 1 1 1 Assistant Director of Finance 87 1 1 Controller 80 1 1 Treasurer 80 1 1 Purchasing Manager 79 1 1 1 Accounting Manager 74 1 1 Budget Officer 74 1 1 1 Accountant II 67 0.15 1 0.15 b 0.15 ab Financialffreasury Specialist 65 1 1 1 ab Special Projects Coordinator 63 1 ab Contract Administrator 62 1 1 1 Accountant I 61 1.75 1 1.75 b 0.75 ab Maintenance Coordinator 58 1 1 1 Buyer 52 1 2 b 2 Accounting Specialist II 50 1 1 1 Administrative Assistant 50 1 1 1 Payroll Specialist 50 1 Accounting Specialist I 44 2 2 2 Purchasing Technician 44 1 b Total 18.90 18.90 18.90 1060 -Legal Services City Attorney 102 1 First Assistant City Attorney 92 1 1 1 Assistant City Attorney/Civil Service Legal Advisor 82 1 1 1 Assistant City Attorney/Municipal Court Prosecutor 82 1 1 Legal Assistant Sr. 50 1 1 c 1 Legal Assistant 46 1 1 c 1 Total 6 6 6 1070-Information Technology Services (ITS) Director of ITS 98 1 Assistant Director ITS 84 1 1 1 Computer System Administrator II 66 2 d 2 Network System Administrator II 66 2 1 d 2 ac 15-2 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions {FTE) Classification I Grade I 2012-13 2013-14 2014-15 1070-Information Technology Services (ITS) (Cont.) Computer System Administrator I 62 2 1 d 1 Network System Administrator I 62 1 d 1 Computer User Support Specialist II 58 1 1 d 1 E-Business & Web Technician 58 1 1 d 1 ac Computer User Support Specialist I 54 1 2 d 2 Radio & Cellular Equipment Specialist I 54 1 1 d 1 System Support Specialist 52 1 d Total 12 12 13 1080-Planning and Development Services Director of Planning and Development Services 96 1 1 1 Assistant Director Planning/Development Services 86 0.50 2 0.50 e 1 ad Chief Building Official/Floodplain Administrator 84 1 1 1 Senior Planning Manager 76 1 1 e Senior Plans Examiner 69 1 1 1 Planner II 64 1 1 1 Code Enforcement Coordinator 52 1 1 1 ad Building Inspection Specialist 60 1 1 1 Planner -Comprehensive 60 1 1 1 Combination Inspector lfll 56/60 4 5 e 5 Development Services Coordinator 54 1 1 1 Administrative Assistant 50 I 1 1 Code Enforcement Officer -Signs 48 1 1 Permit Tech lfli 44/48 3 3 3 Total 18.50 19.50 20 1140-Human Resources Director of Human Resources & Civil Service 96 1 1 I Assistant Director of Human Resources 82 1 1 I Employee Development Manager 79 1 I 1 Benefits & Wellness Coordinator 66 1 1 ae Human Resources Specialist 53 1 2 f 2 Human Resources Assistant 44 1 1 f 1 Admin Support Specialist 38 I 1 I Total 7 8 8 1170 -City Clerk City Clerk 92 1 1 1 Deputy City Clerk 70 I 1 1 Administrative Assistant 50 I 1 1 Open Government Specialist 50 1 1 I Records Specialist 50 1 1 1 Total 5 5 5 1171 -Court of Record Municipal Court Judge 92 I 1 1 Court Administrator 70 1 1 1 City Marshal 58 2 2 2 Deputy Court Administrator 56 1 1 1 15-3 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 1171-Court of Record (Cont.) Municipal Court Clerk 44 11 11 11 Total 16 16 16 2000 -Police Patrol Officer cs 112 3 118 g 123 af Assistant Police Chief cs 3 3 3 Police Lieutenant cs 8 8 8 Police Sergeant cs 14 14 15 af Chief of Police 100 1 1 Mechanic Supervisor 60 1 1 Jail Supervisor 58 6 6 6 Property Room Supervisor 56 1 1 Records Supervisor 56 1 1 Facilities Coordinator 54 1 1 Crime Analyst 56 1 1 1 Senior Mechanic 54 1 1 1 Police Accounting Analyst 52 1 1 g 1 Mechanic 50 1 1 1 Administrative Assistant 50 5 5 5 Open Records Specialist 50 1 Property Room Technician 46 2 g 2 Senior Admin Support Specialist 44 3 3 3 Detention Officer Trainee/Detention Officer 42/48 14 14 14 Facilities Assistant 42 1 1 1 Police Records Technician 42 3 3 3 Community Service Officer 38 6 6 6 Total 186 193 199 2020 -Fire & EMS Assistant Fire Chief cs 3 3 4 ag Emergency Medical Service (EMS) Coordinator cs 1 h ag Battalion Chief cs 5 5 5 Non-Fire Paramedic Supervisor cs 3 h ag Non-Fire Paramedic cs 18 h 3 ag Fire Equipment Operator cs 18 21 h 21 Firefighter cs 63 4 63 h 84 ag Lieutenant cs 23 26 h 29 ag Fire Chief 98 1 1 Fire/EMS Administrative Coordinator 62 1 1 h Mechanic Supervisor 60 1 Administrative Assistant 50 h 1 Mechanic 50 2 2 2 Senior Admin Support Specialist 44 1 4 h 4 Total 118 150 156 2025 -Communications Telecommunicator Coordinator 74 1 1 1 Telecommunications Supervisor 60 4 4 4 15-4 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 2025-Communications (Coot) Telecommunicator Traineeffelecommunicator 44/50 16 5 16 18 ah Total 21 21 23 2030 -Emergency Management Emergency Management Coordinator 84 1 1 1 Deputy Emergency Management Coordinator 74 1 1 1 ai Administrative Assistant 50 1 1 1 311 Telecommunicator 38 2 2 ai Total 5 5 3 2040 -Emergency Medical Senrices (EMS) Emergency Medical Service (EMS) Coordinator cs 1 aj Emergency Medical Service (EMS) Supervisor cs 3 aj Senior Paramedic cs 3 aj Paramedic cs 18 6 aj Administrative Assistant 50 1 aj Senior Admin Support Specialist 44 1 aj Total 27 3000 -Public Works Administration Assistant Director of Public Works 84 1 1 1 Administrative Assistant 50 1 1 1 Senior Admin Support Specialist 44 2 1 1 Total 4 3 3 3010-Streets & Drainage Superintendent of Streets/Drainage/Restoration/Traffic 74 1 1 1 Drainage Foreman 58 1 1 1 Street Maintenance Foreman 58 1 1 1 Crew Chief 54 1 7 1 1 Heavy Equipment Operator II 50 3 3 3 Concrete Finisher 48 2 2 2 Grade Chief 48 1 1 1 Heavy Equipment Operator I 47 2 2 2 Equipment Operator 44 7 7 7 Concrete Worker -38 2 2 2 Total 21 21 21 3020 -Traffic Control Superintendent of Solid Waste 74 0.50 8 0.50 k 0.50 ak Traffic Signal Technician 52 2 2 2 Senior Traffic Control Worker 46 3 3 3 Traffic Control Worker 42 4 4 4 Total 9.50 9.50 9.50 3030 -Engineering Director of Engineering 96 1 1 Assistant Director Engineering 85 1 1 1 Senior Project Coordinator 66 1 1 1 Senior Construction Inspector 60 1 1 1 15-5 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 3030-Engineering (Cont.) CAD/GIS Technician 56 1 1 1 Construction Inspector 56 1 1 1 Swvey/GPS Coordinator 60 1 1 1 Engineering Coordinator 56 1 1 1 Administrative Assistant 50 1 1 1 Survey/GPS Technician 46 1 1 1 Total 10 10 10 4000 -Public Health Director of Health 96 1 1 1 Assistant Director of Health 84 1 1 1 Animal Services Coordinator 66 1 Neighborhood Protection Coordinator 64 1 1 1 Community Service Coordinator 64 1 1 1 Environmental Health Specialist 1/11 58/64 3 3 3 Senior Animal Services Officer 56 1 1 1 Administrative Assistant 50 1 1 1 Neighborhood Protection Officer 1111 53/57 4 4 4 Animal Services Officer 48 7 9 7 7 Mosquito Control Technician 45 1 1 1 Senior Admin Support Specialist 44 1 1 1 Total 23 23 23 5000 -Parks & Recreation Director of Parks & Recreation 96 1 1 1 Assistant Director of Parks & Recreation 84 1 1 1 Recreation Services Manager 68 1 1 1 Parks Project Coordinator 67 1 1 Park Foreman 58 3 3 3 Athletic/Sports Coordinator 57 1 1 1 al Building Maintenance Supervisor 56 1 1 1 Administrative Assistant 50 1 1 1 Recreation Specialist 53 2 2 1 al Parks Crewleader 50 7 7 7 Heavy Equipment Operator I 47 8 10 8 8 Facilities Specialist 46 1 al Equipment Operator 44 3 10 3 3 Construction Worker 38 2 2 2 Groundskeeper 38 1 1 1 Caretaker 35 7 7 7 Total 40 40 40 6000 -Library City Librarian 92 1 1 1 Assistant City Librarian 82 1 1 1 Lead Librarian II 70 2 2 m 2 Library Technology Coordinator 70 1 am Lead Librarian I 66 1 m 15-6 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 6000-Library (Cont.) Librarian 1/11 58/64 4 3 m 3 Library PC Specialist 54 1 1 1 am Circulation Services Supervisor 54 1 1 Asst. Circulation Services Specialist 44 m 1 Support Services Specialist 54 1 1 Administrative Assistant 50 1 1 1 Senior Library Technician 44 3 2 m 1 am Customer Service Specialist 40 3 m 5 am Library Technician 37 6 3 m 2 am Custodian 35 1 1 Lead Shelver 35 I 1 m Total 24 24 23 Total General Fund 579.90 592.90 605.40 HOTEL/MOTEL FUND -232 Tourism Coordinator 64 1 n 1 Tourism Marketing Specialist 60 1 1 Total Hotel/Motel Fund 1 2 2 AQUATICS FUND-502 Aquatics Manager 68 1 an Aquatics Business Coordinator 63 1 0 1 an Aquatics Operations Coordinator 63 1 1 an Aquatics Maintenance Coordinator 63 1 0 1 an Total Aquatics Fund 2 3 4 WATER & SEWER FUND -520 Fiscal Operations: Utility Billing & Collections 1030 Utility Billing Manager 75 1 1 1 Accountant II 67 0.85 k 0.85 p 0.85 ao Billing Analyst 52 1 1 Billing Coordinator 52 1 1 1 Collections Manager 52 1 1 1 Meter Operations Coordinator 52 1 1 Administrative Assistant 50 p 1 Meter Technician Crew Chief 50 1 1 Senior Collections Representative 46 1 1 p 1 Senior Customer Service Representative 46 1 1 1 Customer Service Representative 42 4 11 4 4 Meter Technician IIII/111 40/42/46 4 4 4 Collections Representative 38 3 3 p 3 Total 19.85 20.85 20.85 1090-General Overhead GIS Coordinator 64 1 q Total 1.00 1.00 15-7 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 3040 -Water Operations Director of Public Works/Utilities 98 0.60 0.60 r 0.60 ap Superintendent BA W A 74 1 1 1 BA W A Operations Coordinator 60 1 1 1 ap Maintenance Technician Instrumental/Electronics 58 1 1 1 Foreman -Utility Transmission 58 1 1 1 Quality Control Inspector 58 1 1 Foreman -Traffic Control 58 1 1 Maintenance Technician/Mechanic 54 1 2 r 2 Crew Chief-Utility Transmission 54 1 r Administrative Assistant 50 1 1 1 Water Plant Operator I Trainee/II 40/50 6 7 r 7 Heavy Equipment Operator II -Restoration 50 2 2 2 BA W A Laboratory Technician 50 1 1 1 Concrete Finisher -Restoration 48 1 2 2 Heavy Equipment Operator I -Restoration 47 2 2 2 Utility Maintenance Technician SBP 16 12 13 13 ap Maintenance UMT SBP 12 r Equipment Operator -Restoration 44 2 2 2 Laborer 36 2 2 2 Concrete Worker-Restoration 38 1 1 1 Total 43.60 41.60 41.60 3050 -Wastewater Operations Director of Public Works/Utilities 98 0.40 13 0.40 s 0.40 aq Assistant Director of Utilities 84 1 1 1 Superintendent of Wastewater Treatment 74 1 1 1 Wastewater Coordinator 60 1 s 1 Foreman -Wastewater Treatment 58 4 4 4 Pollution Control Coordinator 58 1 1 1 Chief Laboratory Technician 54 1 1 Crew Chief-Pollution Control 54 1 13 1 Lab Tech 50 1 1 1 Senior Pollution Control Tech 50 1 1 1 Pollution Control Technician 46 2 2 2 Admin Support Senior 44 1 s 1 Maintenance Tech Treatment 42 4 4 4 Wastewater Operator Treatment 1/Il/III 42/50/54 20 24 s 24 Total 37.40 43.40 43.40 3060 -Utility Construction Superintendent -Utility Transmission 74 1 1 1 Foreman -Utility Construction 58 1 1 1 Utility Maintenance Technician SBP 10 12 12 Crew Chief-Utility Construction 54 1 1 1 15-8 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 3060-Utility Construction (Cont.) Wastewater Operator 1/11 -UC 44/50 4 Admin Support Senior 44 1 1 Total 17.00 16.00 16.00 Total Water & Sewer Fund 117.85 122.85 122.85 SANITATION FUND -500 Superintendent Solid Waste 74 0.50 14 0.50 u 0.50 ar Foreman -Solid Waste 58 1 1 Clean Team Crew Chief 54 1 1 1 Heavy Equipment Operator II 50 2 2 2 Heavy Equipment Operator I 47 2 2 2 Equipment Operator 44 4 4 4 Laborer 36 2 3 u 3 Total Sanitation Fund 12.50 13.50 13.50 STORM WATER UTILITY FUND-505 Storm Water Engineer 79 1 Storm Water Coordinator 74 1 1 Storm Water Specialist 54 1 1 Mosquito Control Technician 45 1 1 1 Total Stonn Water Utility Fund 4 4 4 CENTRAL SERVICES FUND GARAGE FUND -550 Equipment Services Coordinator 66 1 1 Mechanic Supervisor 60 1 1 Senior Mechanic 54 1 1 Mechanic 50 4 4 5 as Mechanic Helper 40 1 as Total Garage Fund 8 8 8 WAREHOUSE OPERATIONS FUND-552 Warehouse Manager 53 1 1 Warehouse Assistant 42 1 1 Warehouse Helper 38 2 2 2 Total Warehouse Operations Fund 4 4 4 TOTAL OPERATING FUNDS 729.25 750.25 763.75 MISCELLANEOUS FUNDS COMMUNITY DEVELOPMENT BLOCK GRANT {CDBG} FUND -270 Assistant Director Planning/Development Services 86 0.50 15 0.50 v at Senior Program Manager 76 1 1 1 Demo/Housing Inspector 60 1 1 Community Development Technician 52 1 1 1 Property Specialist 52 1 1 v 1 Total CDBG 4.50 4.50 4 15-9 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 HIGH INTENSITY DRUG TRAFFICKING AREA !!JIDTA}-241 Accountant I 61 0.25 16 0.25 w 0.25 au Total HIDTA 0.25 0.25 0.25 MISCELLANEOUS POLICE FUND -226 Patrol Officers cs 2 2 2 Domestic Violence Coordinator 62 1 1 Domestic Violence Caseworker 54 1 1 1 Total Miscellaneous Police Fund 4 4 4 CRIME CONTROL & PREVENTION DISTRICT (CCPD}-206 Sergeant cs 1 1 1 Police Officers cs 14 14 14 Total CCPD 15 15 15 FIRE CONTROL2 PREVENTION & EMERGENCY MEDICAL SERVICES DISTRICT (FCPEMSD)-207 Lieutenant cs 1 1 Firefighter cs 1 17 1 av Senior Admin Support Specialist 44 17 1 av Total FCPEMD 2 2 2 MUNICIPAL COURT SPECIAL REVENUE FUND -201 Bailiff 56 18 Juvenile Case Manager 54 1 18 1 Total Municipal Court Special Revenue Fund 2 2 2 MUNICIPAL DEVELOPMENT DISTRICT (MDD} FUND -215 Community Service Supervisor 54 1 X Parks Crewleader 50 1 19 1 1 Park Caretaker 35 1 19 1 1 Total Municipal Development District (MD D) Fund 2 3 3 WETLANDS EDUCATION AND RECREATION CENTER FUND-298 Supt. of Natural Resource Programs 74 1 Education Specialist 52 1 1 Total Wetlands Education and Recreation Center Fund 2 2 2 BAYTOWN NATURE CENTER -296 Naturalist 52 1 20 1 1 Total Baytown Nature Center Fund 1 1 1 15-10 CITY OF BAYTOWN SCHEDULE OF FULL-TIME EQUIVALENT (FTE) BUDGETED POSITIONS Department Number of Positions (FTE) Classification I Grade I 2012-13 2013-14 2014-15 CAPITAL IMPROVEMENT PROGRAM FUND-351 Traffic Engineer 80 1 1 aw Civil Design Engineer/EIT 70/76 1 1 Construction Inspector 56 1 1 1 Total Capital Improvement Program Fund 3 3 3 CAPITAL IMPROVEMENT PROGRAM-SEWER FUND-527 Civil Design Engineer/EIT 70/76 1 y 1 Total Capital Improvement Program Fund 1 1 WORKERS COMPENSATION FUND-561 Risk & Safety Manager 74 1 1 ax Total Workers Compensation Fund 1 1 TOTAL MISCELLANEOUS FUNDS 36.75 38.75 38.25 TOTAL ALL FUNDS 766.00 789.00 802.00 15-11 CITY OF BAYTOWN ENDNOTES FOR 2012-13 PERSONNEL CHANGES IRef# Department Description of Change Positions I General Fund 1 Fiscal Operations • Accountant II is funded 15% in General Fund and 85% in Water and Sewer Fund. • One Accountant I is funded 75% by General Fund and 25% HIDTA. 2 Planning & Dev. Svs. • The Asst. Director Planning/Development Services is now funded 50% by General Fund and 50% by CDBG Fund. 3 Police • Six Police Officers added. 6 4 Fire • Six Firefighters added. 6 5 Communications • One Telecommunicator added. 1 6 EMS • Three Paramedics added. 3 7 Streets & Drainiage 8 Traffic Control 9 Public Health 10 Parks & Recreation Water and Sewer Fund 11 Utility Billing 12 Water Operations 13 Wastewater Op. 14 Utility Construction Sanitation Fund • Upgraded one Concrete Finisher to a Crew Chief. • Superintendent of Traffic Control/Solid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. • One Animal Service Officer added. • One Equipment Operator upgraded to a Heavy Equipment Operator. • Accountant II is funded 15% in General Fund and 85% in Water and Sewer Fund. • One Customer Service Representative added. • Director of Public Works/Utilities is funded 40% in the Water Operations Department and 60% in the Wastewater Operations Department in Water and Sewer Fund. • Skilled Based Pay (SBP) • Reorganization in Department. • Director of Public Works/Utilities is funded 40% in the Water Operations Department and 60% in the Wastewater Operations Department in Water and Sewer Fund. • Skilled Based Pay (SBP) • Reorganization in Department. • Skilled Based Pay (SBP) • Downgraded a Utility Maintenance Technician to a Administrative Support, Sr. 15 Solid Waste • Superintendent of Traffic Control/Solid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. Commun/tv Development Block Grant fCDBG) Fund 16 CDBG • The Asst. Director Planning/Development Services is now funded 50% by General Fund and 50% by CDBG Fund. Higll l11tellsitv Drug Trafficking Area (H/DT A) 17 HIDTA • Accountant I is funded 75% by General Fund and 25% HIDTA. Fire Co11trol Prevention and Emerge11cv Medical Services (FCPEMSD) 18 FCPEMSD • One Quality Assurance/Improvement/Compliance Supervisor added. Mu11/cipal Court Special Revenue Fu11d 19 Municipal Ct Special Rev. • Upgrade a part-time Bailiff to full-time. • One Juvenile Case Manager added. Mu11icipal Development District fMDD) Fu11d 20 MOD • One Parks Crewleader added. • One Parks Caretaker added. Bavtown Nature Center Fund 21 Baytown Nature Center • Upgrade a part-time Naturalist to full-time. 15-12 24 CITY OF BAYTOWN ENDNOTES FOR 2013-14 PERSONNEL CHANGES !Ref# Department Description of Change General Fund a General Administration • Position title change. b Fiscal Operations • Accountant II is funded 15% in General Fund and 85% in Water and Sewer Fund. • One Accountant I is funded 75% by General Fund and 25% HIDTA. • Reorganization in Department. c Legal Services • Position title change. d Information Technology Svs. • Position title change. • Reorganization in Department. e Planning & Dev. Svs. • The Asst. Director Planning/Development Services is now funded 50% by General Fund and 50% by CDBG Fund. • Position title change. • One Combination Inspector II added. f Human Resources • Position title change. Positions I g Police • Six Patrol Officers added. 6 h Fire& EMS EMS j Public Works Admin k Traffic Control Parks & Recreations m Library HoteVMotel Fund n Promotional Aquatics Fund o Aquatics Water and Sewer Fund p Utility Billing q General Overhead r Water Operations s Wastewater Op. • Position title change. • One Property Room Technician added. • Emergency Medical Services merged in to Fire Department during FY20 13. • Three Firefighters added. • Position title change. • Upgraded two part-time Administrative Assistants to full-time. • Reorganization in Department. • Emergency Medical Services merged in to Fire Department during FY2013. • Reorganization in Department. • Superintendent of Traffic ControVSolid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. • Position title change. • Position title change. • Upgraded one Librarian II to Lead Librarian I. • Reorganization in Department. • One Tourism Marketing Specialist added. • One Aquatics Maintenance Manager added. • Reorganized Department. • Accountant II is funded 15% in General Fund and 85% in Water and Sewer Fund. • Upgraded part-time Administrative Assistant to full-time. • Position title change. • One GIS Coordinator added. • Director of Public Works/Utilities is funded 40% in the Water Operations Department and 60% in the Wastewater Operations Department in Water and Sewer Fund. • Position title change. • One Maintenance Technician added (BA W A). • Reorganization in Department. • One Water Plant Operator I added (BA WA). • Skilled Based Pay (SBP) • Director of Public Works/Utilities is funded 40% in the Water Operations Department and 60% in the Wastewater Operations Department in Water and Sewer Fund. • Reorganization in Department. • Skilled Based Pay (SBP) 15-13 3 2 !Ref# Department t Utility Construction Sanitation Fund u Solid Waste CITY OF BAYTOWN ENDNOTES FOR 2013-14 PERSONNEL CHANGES Description of Change • Skilled Based Pay (SBP) • Reorganization in Department. • Position title change. • Superintendent of Traffic Control/Solid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. • One Laborer added. Communitv Development Block Grant (CDBG) Fund v CDBG • The Asst. Director Planning/Development Services is now funded 50% by General Fund and 50% by CDBG Fund. • Position title change. Higll Intensitv Drug Trafficking Area (HJDTA) w HIDTA • Accountant I is funded 75% by General Fund and 25% HIDTA. Municipal Development District fMDDJ Fund x MOD • One Community Service Supervisor added. Caoital Improvement Program -Sewer Fund y W & S CIPF • One Civil Design Engineer added. 15-14 Positions I 22 I Ref# Department General Fund aa General Administration ab Fiscal Operations ac Information Technology Svs. ad Planning & Development Services ae Human Resources CITY OF BAYTOWN ENDNOTES FOR 2014-15 PERSONNEL CHANGES Description of Change Positions I • Reorganizationffitle Change in Department. • Accountant II is funded 15% in General Fund and 85% in Water and Sewer Fund. • Reorganization/Title Change in Department. • One Accountant I is funded 75% by General Fund and 25% HIDT A. • Reorganization/Position transfer from Library Department. • Reorganization/Title Change in Department. • The Assistant Director Planning & Dev. Services is now funded 100% in General Fund. • Reorganization/Title Change in Department. • Reorganizationffitle Change in Department. af Police • Five Patrol Officers added. 5 ag Fire& EMS ah Communications ai Emergency Management aj EMS ak Traffic Control al Parks & Recreations am Library Aquatics Fund am Aquatics Water and Sewer Fund ao Utility Billing ap Water Operations aq Wastewater Operations Sanitation Fund ar Sanitation Garage Fund as Garage Operations • One Sergeant added. 1 • Six Firefighters added. 6 • Reorganizationffitle Changes in Department related to EMS/Fire merger. • Reorganization/Positions transferred from Emergency Management Department. • Reorganization/Position Title Change in Department. • Reorganization/Position transferred from Emergency Management Department. • Emergency Medical Services merged in to Fire Department during FY20 13. • Superintendent of Traffic Control/Solid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. • Reorganizationffitle Change in Department. • Reorganization/Position transfer to ITS Department. • Reorganizationffitle Change in Department. • One Aquatics Manager added. • Reorganization/Title Change in Department. • Accountant II is funded 15% in General Fund and 85% in Water and Sewer Fund. • Director of Public Works/Utilities is funded 40% in the Water Operations Department and 60o/o in the Wastewater Operations Department in Water and Sewer Fund. • Reorganization/Position Title Change in Department. • Skilled Based Pay (SBP) • Director of Public Works/Utilities is funded 40% in the Water Operations Department and 60% in the Wastewater Operations Department in Water and Sewer Fund. • Superintendent of Traffic Control/Solid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. • Superintendent of Traffic Control/Solid Waste/Rest is funded by 50% General Fund and 50% by Sanitation Fund. Communitv Development Block Grant (CDBGJ Fund at CDBG • The Asst. Director Planning & Dev. Services is now funded 100% in General Fund. Higll lntensitv Drug Trafficking Area (H/DTAJ au HIDTA • Accountant I is funded 75% by General Fund and 25o/o HIDTA. 15-15 CITY OF BAYTOWN ENDNOTES FOR 2014-15 PERSONNEL CHANGES I Ref# Department Description of Change Positions I Fire Control. Prevention and Emergency Medical Services District (FCPEMSDJ av FCPEMSD • Reprogrammed Firefighter position to fund Administrative position. Capital Improvement Program Fund aw CIPF • Reorganization/Position Title Change in Department. Workers Compensation Fund · ax Workers Compensation Fund • Reorganization/Position Title Change in Department. 13 15-16 GRADE MIN MID 120 $179,005 $ 223,757 119 174,639 218,299 118 170,380 212,975 117 166,224 207,780 116 162,170 202,713 115 158,215 197,768 114 154,356 192,945 113 150,591 188,239 112 146,918 183,648 111 143,335 179,168 110 139,839 174,798 109 136,428 170,535 108 133,101 166,376 107 129,854 162,318 106 126,687 158,359 105 123,597 154,496 104 120,583 150,728 103 117,642 147,052 102 114,772 143,465 101 111,973 139,966 100 109,242 136,552 99 106,577 133,222 98 103,978 129,972 97 101,442 126,802 96 98,968 123,710 95 96,554 120,692 94 94,199 117,749 93 91,901 114,877 92 89,660 112,075 91 87,473 109,341 90 85,340 106,674 89 83,258 104,073 88 81,227 10I,534 87 79,246 99,058 86 77,313 96,642 85 75,428 94,285 84 73,588 91,985 83 7I,793 89,741 82 70,042 87,553 8I 68,334 85,417 80 66,667 83,334 79 65,041 8I,301 78 63,455 79,318 77 61,907 77,384 76 60,397 75,496 75 58,924 73,655 74 57,487 71,859 73 56,085 70,106 72 54,7I7 68,396 71 53,382 66,728 70 52,080 65,100 69 50,810 63,513 68 49,571 61,963 CITY OF BAYTOWN Grade Structure 2015 Effective January 1, 2015 MAX GRADE MIN $ 268,508 67 $ 48,362 261,959 66 47,182 255,570 65 46,031 249,337 64 44,909 243,255 63 43,813 237,322 62 42,745 231,534 61 41,702 225,887 60 40,685 220,377 59 39,693 215,002 58 38,725 209,758 57 37,780 204,642 56 36,859 199,651 55 35,960 194,781 54 35,083 190,031 53 34,227 185,396 52 33,392 180,874 51 34,614 176,462 50 33,770 172,158 49 32,946 167,959 48 32,142 163,863 47 31,358 159,866 46 30,594 155,967 45 29,847 152,163 44 29,119 148,452 43 28,409 144,831 42 27,716 141,298 41 27,040 137,852 40 26,381 134,490 39 25,737 131,210 38 25,110 128,009 37 24,497 124,887 36 23,900 I2I,841 35 23,3 I 7 118,869 34 22,748 115,970 33 22,I93 I I3,I42 32 21,652 I I0,382 3I 2I,I24 107,690 30 20,609 105,063 29 20,106 102,501 28 19,797 100,001 27 19,3 I4 97,562 26 18,843 95,182 25 I8,384 92,861 24 I7,935 90,596 23 17,498 88,386 22 17,071 86,230 21 16,655 84,127 20 16,249 82,075 19 I5,852 80,073 18 I5,466 78,120 I7 15,088 76,215 74,356 MID MAX $ 60,452 $ 72,543 58,978 70,773 57,539 69,047 56,136 67,363 54,767 65,720 53,431 64,117 52,128 62,553 50,856 61,028 49,616 59,539 48,406 58,087 47,225 56,670 46,073 55,288 44,950 53,939 43,853 52,624 42,784 51,340 41,740 50,088 40,722 48,866 39,729 47,675 38,760 44,574 37,814 43,487 36,892 42,426 35,992 41,391 35,114 40,382 34,258 39,397 33,422 38,436 32,607 37,498 31,812 36,584 31,036 35,692 30,279 34,821 29,541 33,972 28,820 33,143 28,1 I7 32,335 27,431 31,546 26,762 30,777 26,110 30,026 25,473 29,294 24,851 28,579 24,245 27,882 23,654 27,202 23,29I 26,784 22,723 26,131 22,169 25,494 21,628 24,872 21,100 24,265 20,586 23,674 20,084 23,096 I9,594 22,533 19, I 16 2I,983 18,650 2I,447 18,195 20,924 17,751 20,414 • Grades 17-51: minimum is calculated using 85% of midpoint. Maximum is calculated using 11 5% of midpoint. • Grades 52-120: minimum is calculated using 80% ofmidpoint. Maximum is calculated using 120% of midpoint. 15-17 Public Works Ground Water Treatment B Ground Water Treatment C Surface Water Treatment A Surface Water Treatment B Surface Water Treatment C Tool Allowance Mechanics Mechanic Helper Police Intermediate Advanced Master FTOPay Clothing Allowance: Fire Intermediate Advanced Master Office assignments Clothing Allowance: Chief & Asst. Chief Investigators HazMat Cert Pay HazMat Assignment Assignment Pay: EMTFTOPay Assistant Chief Lieutenant Battalion Chief EMT-Basic Assignment Pay EMT-Intermediate Assignment Pay Paramedic Assignment Pay Communications City of Baytown Certificate Pay FY15 Monthly $90 $60 $120 $90 $60 $75 $37.50 $600/yr $600/yr $600/yr $80 $145 $200 $50 $75 $125 $180 $50 $75 $100 $300 $300 $50 $100 $200 $400 Intermediate $50 Advanced $75 Emergency Response Bilingual Incentive Pay -Emergency Response $50 (Fire, Police, EMS) Bilingual Incentive Pay -Court Interpreter $100 15-18 Water Distribution C Wastewater Treatment B Wastewater Treatment C Wastewater Collection III Wastewater Collection II Monthly $60 $90 $60 $90 $60 Annual Salary Academy Trainee $ 51,682 Probationary Fire Fighter $ 51,682 Fire Fighter Paramedic Years in Annual Rank Salary 1 $ 53,235 2 $ 54,830 3 $ 56,476 4 $ 58,173 5 $ 59,915 6 $ 61,715 7 $ 63,563 Equipment Operator Tier Years in Annual Rank Salary 1 0-6 mos $ 66,746 2 6mos+ $ 70,751 Lieutenant Tier Years in Annual Rank Salary 1 0 $ 76,524 2 1+ $ 80,350 Battalion Tier Years in Annual Rank Salary 1 0 $ 88,584 2 1+ $ 93,016 Assistant Tier Years in Annual Rank Salary 1 0 $ 99,449 2 1+ $ 104,421 Fire Salary Schedule Effective January 1, 2015 On 80 Shift Hours 24.847 19.278 24.847 On 80 Shift Hours 19.857 25.594 20.452 26.361 21.066 27.152 21.699 27.968 22.349 28.805 23.021 29.671 23.710 30.559 On 80 Shift Hours 24.897 32.089 26.391 34.015 On 80 Shift Hours 28.545 36.790 29.972 38.630 On 80 Shift Hours 33.043 42.588 34.696 44.719 On 80 Shift Hours 37.096 47.812 38.951 50.202 Annual Salary Range Non-Fire Paramedic** $36.142-$59,837 After completion of probationary period, Fire Fighter will move to Tier 1. Thereafter, Fire Fighter will move to next tier on their anniversary of completion of probation. Annual salary does not include longevity or seniority pay and nothing in the annual salary column shall move with the employee when he/she steps up pursuant to 143.038(b). ••Non-Fire Paramedic will move to the Fire Fighter rank scale once the Fire Certification has been obtained. 15-19 Police Officer Years in Annual Salary rank 2015 Probationary $ 53,000 1 $ 54,590 2 $ 56,228 3 $ 57,915 4 $ 59,942 5 $ 62,039 6 $ 64,211 7 $ 66,779 8 $ 69,450 9+ $ 72,229 Sergeant Tier Years in rank 1 0-2 2 3-4 3 5+ Lieutenant Tier Years in rank 1 0-2 2 3-4 3 5+ Assistant Chief Tier Years in rank 1 0-2 2 3-4 3 5+ 15-20 Police Salary Schedule Effective January 1, 2015 Hourly $ 25.48 $ 26.25 $ 27.03 $ 27.84 $ 28.82 $ 29.83 $ 30.87 $ 32.11 $ 33.39 $ 34.73 Annual Salary Hourly 2015 $ 75,697 $ 36.39 $ 78,346 $ 37.67 $ 81,088 $ 38.98 Annual Salary Hourly 2015 $ 84,080 $ 40.42 $ 87,580 $ 42.11 $ 91,080 $ 43.79 Annual Salary Hourly 2015 $ 95,634 $ 45.98 $ 96,938 $ 46.60 $ 106,016 $ 50.97 Exp. On Job 0-6 months 6-12 months 12-18 months 18-24 months 2+ years NEW 3+ years 4+ years NEW 5+ years 6+ years FY 2015 SKILL BASED PAY SALARY STRUCTURE Water Distribution and Utility Construction Utility Maintenance Technicians EFFECTIVE JANUARY 1, 2015 Class Occupational Job $per. Skill Based Code Families and Job Class hour Top Out/Max. Entry Utility Maintenance $12.96 $12.96 Technician I Utility Maintenance $13.53 $13.53 Technician II Utility Maintenance $14.19 $14.19 Technician III Utility Maintenance $14.88 $14.88 Technician IV Utility Maintenance $15.61 $15.61 Technician JOB DESCRIPTION: v Certified Utility $17.27 $17.27 Maintenance Technician VI Certified Utility $19.03 $19.03 Maintenance Technician JOB DESCRIPTION: VII Master Certified Utility $20.29 $20.29 Maintenance Technician VIII* Master Certified Utility $21.27 $25.04/hr. Maintenance Technician 15-21 BAYTOWN 15-22 STATISTICAL SECTION The Stati stical Section, li fted from the CAFR, present s mul ti -year data for expenditures, revenues, property tax le v ies and co ll ections , property tax rat es and valuations for overlapping governments, ratio s of bo nded debt, legal debt margin, overlapping debt, ratio of debt service to genera l expenditures, revenue bond coverage, property valu e/construction, principal taxpayers and mi scell aneous statistics . BAYTOWN _._._ 16-1 CITY OF BAYTOWN, TEXAS NET POSITION BY COMPONENT Last Ten Fiscal Years (Accrual Basis of Accounting) 2004 2005 2006 2007 Governmental Activities Net investment in capital assets $ 20,156,953 $ 34,834,842 $ 38,228,537 $ 94,019,731 Restricted 23,360,974 17,520,023 18,434,239 29,965,325 Unrestricted 14,356,740 12,646,578 14,618,386 17,911,070 Total Governmental Activities Net Position 57,874,667 65,001,443 71,281,162 141,896,126 Business-Type Activities Net investment in capital assets 50,564,473 56,021,699 59,327,695 61,231,067 Restricted 4,444,749 5,026,131 6,104,941 6,681,082 Unrestricted 6,155,638 5,548,575 7,852,815 14,139,670 Total Business-Type Activities Net Position 61,164,860 66,596,405 73,285,451 82,051,819 Primary Government Net investment in capital assets 70,721,426 90,856,541 97,556,232 155,250,798 Restricted 27,805,723 22,546,154 24,539,180 36,646,407 Unrestricted 20,512,378 18,195,153 22,471,201 32,050,740 Total Primary Government Net Position $ 119,039,527 $ 131,597!848 $ 144,566,613 $ 223,947,945 16-2 $ 2008 94,051,443 41,741,277 14,311,352 150,104!072 71,163,579 6,375,954 17,860,378 95,399,911 165,215,022 48,117,231 32,171,730 $ 245,503,983 $ 2009 119,146,529 29,680,983 (3,124,300l 145,703,212 76,775,912 6,461,098 18,406,182 101,643,192 195,922,441 36,142,081 15,281,882 $ 247,346,404 $ 2010 128,029,500 22,354,718 (5!377,969l 145,006,249 81,095,248 7,584,718 17,058,527 $ 2011 101,431,576 15,805,828 (2,797,904l 114,439,500 111,514,790 5,405,286 20,394,613 137,314,689 209,124,748 212,946,366 29,939,436 21,211,114 11,680,558 17,596,709 $ 250,744,742 . $ 251,754,189 $ 2012 103,140,238 15,805,828 ~1,993,410l 116,952,656 133,432,737 5,023,851 20,790,018 159,246,606 236,572,975 20,829,679 18,796,608 $ 276,199,262 $ 2013 108,585,824 32,167,392 (20,474,460) 120,278,756 136,434,868 5,364,616 18,736,201 160,535,685 . 245,020,692 37,532,008 (1,738,259l $ ·280,814,441 16-3 CITY OF BAYTOWN, TEXAS CHANGES IN NET POSITION Last Ten Fiscal Years (Accrual Basis of Accounting) 2004 2005 Expenses Governmental activities: General government $ 10,080,486 $ 11,605,263 $ Public safety 26,806,141 30,051,431 Public works 4,344,363 5,071,236 Public health 1,047,925 1,122,097 Parks, recreation, and culture 5,603,786 6,748,098 Interest and fiscal agent fees on long~term debt 3,192,346 3,493 2575 Total Governmental Activities Expenses 51,075,047 58,091 2700 Business-type activities: Water and sewer 15,753,241 17;408,005 Sanitation 2,613,247 2,773,726 Bayland Island development 904,334 69,662 Aquatics Storm water utility 144,484 106,055 Total Business-Type Activities Expenses· 19,415,306 20,357 2448 Total Primary Government Expenses $ 70,490,353 $ 78,4492148 $ Program Revenues Governmental activities: Charges for services: General government $ 10,305 $ 88,874 $ Public safety 3,267,291 3,206,990 Public works 663,852 601,465 Public health 184,048 177,502 Parks, recreation, and culture 142,341 209,187 Operating grants and contributions 6,858,117 5,605,951 Capital grants and contributions 2,924,571 3,639 2831 Total Governmental Activities Program Revenues 14,050,525 13,529,800 Business-type activities: Charges for services: Water and sewer 19,066,095 21,355,121 Sanitation 3,083,364 3,144,372 Bayland Island development 39,993 42,660 Aquatics Storm water 180,362 376,321 Operating grants and contributions Capital grants and contnbutions 219 2578 1,415 2066 Total Business-Type Activities Program Revenues 22 2589,392 26,333,540 Total Primary Government Program Revenues 36,639,917 39,863,340 Net (Expense)/Revenue Governmental activities (37 ,024,522) (44,561,900) Business-type activities 32174 2086 5,976,092 Total Primary Government Net Expense $ (33,850,436) $ (38,585,808) $ 16-4 2006 2007 12,333,914 $ 10,563,503 30,375,261 28,649,012 7,471,263 5,950,837 1,125,234 1,202,475 6,671,924 6,341,240 2,974,959 2,905£717 60,952,555 55,612,784 18,187,507 19,746,886 2,876,730 3,274,139 60,770 65,858 141,122 197,558 21,266!129 23 2284,441 82,218,684 $ 78!897,225 121,468 $ 132,747 2,899,453 3,168,682 866,055 946,473 405,424 443,070 278,666 304,541 5,904,790 2,360,977 1,434 2147 109,215 11,910,003 7,465,705 23,042,411 24,119,344 2,994,578 3,182,861 41,154 44,166 477,563 505,372 21,847 1,183 2218 1,749,002 27,738,924 29,622 2592 39,648,927 37,088,297 (49,042,552) (48,147,079) 6,472 2795 6,338,151 (42,569,757) $ (41,808,928) 2008 2009 2010 2011 2012 2013 $ 21,327,943 $ 34,694,738 $ 22,893,640 $ 23,768,225 $ 23,539,249 $ 22,049,401 29,838,903 35,863,793 38,814,830 38,294,806 38,976,626 39,297,052 6,538,034 7,248,788 8,605,802 8,982,131 8,522,846 8,881,876 1,806,566 2,461,251 2,894,089 2,730,527 2,465,254 2,431,619 6,791,904 7,781,634 8,689,530 8,588,907 8,949,422 8,739,612 2,813,437 3,243,597 2,894,723 2,888,909 3,229,968 3,749,173 69,116,787 91,293,801 84,792,614 85,253,505 85,683,365 85,148,733 22,144,119 25,510,584 28,893,005 29,453,795 30,344,693 31,539,964 3,596,913 3,832,013 4,340,682 4,400,433 4,396,725 4,685,496 60,105 44,307 84,280 96,401 146,375 208,078 1,504,850 2,051,620 2,245,949 199,677 380,125 463,602 410,723 467,170 436,934 26 1000,814 29,767,029 33,781,569 35,866,202 37,406,583 39,116,421 $ 95,117,601 $ 121,060,830 $ 118,574,183 $ 121,119,707 $ 123,089,948 $ 124,265,154 $ 156,740 $ 137,321 $ 145,936 $ 151,742 $ 162,242 $ 170,704 3,741,394 3,277,872 3,483,521 3,622,132 3,872,740 4,074,745 1,117,539 979,087 1,040,514 1,081,917 1,156,772 1,217,110 523,151 458,338 487,094 506,476 541,518 148,900 359,585 315,036 334,801 348,123 372,209 391,624 8,556,359 13,202,642 9,181,350 8,451,134 17,002,961 7,903,949 4,252,180 233,993 53,643 1,537,175 73,000 18,706,948 18,604,289 14,673,216 14,215,167 24,645,617 13,980,032 26,500,708 29,054,280 32,602,743 36,025,403 35,400,103 34,022,544 3,320,233 3,396,485 3,767,543 4,546,742 4,678,089 4,589,026 49,499 4,509 3,005 17,302 7,716 16,327 1,725,900 1,796,262 2,056,711 509,091 506,359 511,404 641,826 1,174,477 1,217,580 4,241 125,683 2,531,225 2,623,031 1,120~920 839,464 4,834,355 22241,040 33 2006,803 34 2208,236 37,724 2159 47,791,528 45,587,872 44,143,228 51,713,751 52,812,525 52,397,375 62,006,695 70,233,489 58,123,260 (50,409,839) (72,689,512) (70,119,398) (71,038,338) (61,037,748) (71,168,701) 7,005 2989 4,441 2207 3,942,590 11,925,326 8,181,289 5,026,807 $ (43,403,850) $ (68,248,305) $ (66,176,808) $ {59,113,012) $ (52,856,459) $ (66,141,894) 16-5 CITY OF BAYTOWN, TEXAS CHANGES IN NET POSITION (Continued) Last Ten Fiscal Years (Accrual Basis of Accounting) 2004 2005 General Revenues and Other Changes in Net Position Governmental activities: Taxes: Property taxes $ 14,765,399 $ 15,344,175 $ Sales and hotel/motel taxes 8,590,520 9,724,993 Franchise taxes 3,148,964 3,196,447 Industrial district payments 16,398,899 16,870,355 Invesbnenteantings 1,037,717 1,581,491 Miscellaneous income 1,591,189 2,720,882 Transfers, net 1,229,787 1,519,299 Total Governmental Activities 46,762,475 50,957,642 Business-type activities: Investment earnings 248,542 910,808 Miscellaneous 251,496 63,944 Transfers, net (1,229,787} (1,519,299l Total Business-Type Activities F291749} ~544,547l Total Primary Government 46,032,726 50,413,095 Change in Net Position Governmental activities 9,737,953 6,395,742 Business-type activities 2,444,337 5,431,545 Total Primary Government Changes in Net Position $ 12,1821290 $ 11,827,287 $ 16-6 2006 2007 16,065,176 $ 16,976,846 10,439,285 14,011,632 4,227,213 3,846,484 17,275,592 18,400,449 2,659,933 3,103,114 2,366,908 1,401,417 2,288,164 2,497,957 55,322,271 60,237,899 2,185,441 3,696,015 318,974 1,230,159 {2,288,164l (2,497 ,957} 216,251 2,428~17 55,538,522 62,666,116 6,279,719 12,090,820 6,689,046 81766,368 12,968,765 $ 20 1857,188 2008 2009 2010 2011 2012 2013 $ 18,447,192 $ 20,864,156 $ 20,531,721 $ 18,470,910 $ 20,121,463 $ 21,128,244 14,659,564 16,185,851 14,948,919 15,576,815 17,343,951 18,558,609 3,911,211 4,265,055 3,485,310 3,994,547 3,800,997 3,825,432 19,241,209 21,129,127 23,026,843 25,496,842 27,403,488 28,339,356 2,321,652 962,771 434,687 431,038 238,038 628,564 1,677,695 2,481,973 1,978,083 2,472,446 1,496,293 1,777,705 2,498,087 2,399,719 2,902,580 p6,088,839l {16,735,496l 2,750,047 62,756,610 68,288,652 67,308,143 50,353,759 53,668,734 77,007,957 2,702,036 870,575 339,306 422,355 154,808 265,092 2,377,028 3,331,218 2,948,592 ~2 2498 2087l ~2,399,719l ~2,902,580l 16,088,839 16,735,496 !2,750,047l 2,580,977 1,802,074 385 2318 16,511,194 16,890,304 !2,484,955l 65,337,587 70,090,726 67,693,461 66,864,953 70,559,038 74,523,002 12,346,771 {4,400,860) {2,811,255) (20,684,579) (7,369,014) 5,839,256 9,586,966 6,243,281 4,327,908 28,436,520 25,071,593 2,541,852 $ 21,933,737 $ 1,842,421 $ 1,516,653 $ 7,751,941 $ 17,702,579 $ 8,381,108 16-7 CriY OF BAYTOWN, TEXAS TAX REVENUES BY SOURCE, GOVERNMJJNTALACTIVITIES Last Ten Fiscal Years (Accrual Basis of Accounting) Function 2004 2005 2006 Property taxes $ 14,765,399 $ 15,344,175 $ 16,065,176 Sales and hoteVmotel taxes 8,590,520 9,724,993 10,439,285 Franchise taxes 3,148,964 3,196,447 4,227,213 Industrial in-lieu~ofwtaxes 16,398,899 16,870,355 17,275,592 Total $ 42,903,782 $ 45,135,970 $ 48,007,266 16-8 2007 $ 16,976,846 14,011,632 3,846,484 18,400,449 $ 53,235,411 2008 2.009 2010 2011 2012 2013 $ 18,447,192 $ 20,864,156 $ 20,531,721 $ 18,470,910 $ 20,121,463 $ 21,128,244 14,659,564 16,185,851 14,948,919 15,576,815 17,343,951 18,558,609 3,911,211 4,265,055 3,485,310 3,994,547 3,800,997 3,825,432 19,241,209 21,129,127 23,026,843 25,496,842 27,403,488 28,339,356 $ 56,259,176 $ 62,444,189 $ 61,992,793 $ 63,539,114 $ 68,669,899 $ 71,851,641 16-9 CITY OF BAYTOWN, TEXAS FUND BALANCES, GOVERNMENTAL FUNDS Last Ten Years (Modified Accrual Basis of Accounting) 2004 2005 General fund: Nonspendable $ 447,592 $ 959,335 $ Unassigned 14,610,024 14,680,301 Total General Fund $ 15,057,616 $ 15,639,636 $ All Other Governmental Funds: Nonspendab1e and restricted $ 33,620,223 $ 33,518,414 $ Unassigned, reported in special revenue funds Total All Other Governmental Funds $ 33,620,223 $ 33,518,414 $ 16-10 2006 2007 393,500 $ 14,017 16,065,063 19,734,391 16,458,563 $ 19,748,408 32,467,767 $ 33,625,3.88 32,467,767 $ 33,625,388 2008 2009 2010 $ 4,641 $ 936 $ 169,624 $ 15,843,577 16,679,153 17,854,264 $ 15,848,218 $ 16,680,089 $ 18,023,888 $ $ 42,919,171 $ 41,517,086 $ 30,637,159 $ (4,484,253) (705,793) $ 42,919,171 $ 37,032,833 $ 29,931,366 $ 2011 2012 2,235 $ 220,522 19,387,708 21,942,516 19,389,943 =$==22='=16:::::3'=03=8= 25,357,611 $ 29,983,278 {2,144,485) 23,213,126 =$=2=9=,9=83=,2=78= $ $ $ $ 2013 2,432 23,644,132 23,646,564 32,422,912 32,422,912 16-11 CITY OF BAYTOWN, TEXAS CHANGES IN FUND BALANCES, GOVERNMENTAL FUNDS Last Ten Y cars (Modified Accrual Basis of Accounting) Fiscal Year 2004 2005 2006 2007 Revenues Taxes $ 43,084,160 $ 45,085,265 $ 47,867,459 $ 53,035,426 Licenses and permits 736,011 691,096 1,004,601 1,103,462 Charges for services 1,803,409 1,857,755 1,657,473 1,841,588 Fines and forfeitures 2,420,334 3,025,647 2,590,884 2,050,463 Intergovernmental 8,443,576 6,365,752 6,565,100 2,470,192 Inves1ment earnings 983,429 1,514,693 2,548,099 2,929,591 Other revenues 899 2271 1,430,402 1,575,506 12401,417 Total Revenues 58,370,190 59,970,610 63,809,122 64,832,139 Expenditures General government 9,746,817 10,776,015 12,008,362 12,177,560 Public safety 25,110,836 26,873,652 28,922,600 26,601,574 Public works 3,669,045 4,134,898 6,750,873 3,648,853 Public health 990,130 958,435 1,107,306 1,187,748 Parks, recreation, and culture 4,779,648 5,325,058 5,853,608 5,934,613 Capital outlay 11,846,112 8,133,822 8,730,301 10,768,555 Debt service: Principal 6,830,000 7,185,000 4,995,000 5,235,000 Interest 3,192,346 2,976,287 2,939,710 2,947,291 Issuance costs 185,192 49,458 29,500 Total Expenditures 66,164,934 66,548,359 71,357,218 68,530,694 (Deficiency) of Revenues (Under) Expenditures (7,794,744) (6,577, 749) (7,548,096) (3,698,555) Other Financing Sources (Yses} Transfers in 6,604,361 7,069,722 5,140,378 4,505,705 Transfers out (5,505, 748) (5,739,150) (3,040,941) (2,103,614) Debt issued 4,705,000 12,800,000 5,215,000 1,625,106 Premium on refunded bonds 5,743 Premium on bonds 1,16'4 1,939 Payment to refunded bond escrow agent {7 2701,773l Total Other Financing Sources 52803,613 61435 1706 7,316,376 4,027,197 Net Change in Fund Balances $ (1,991,131) $ (142,043) $ (231,720) $ 328,642 Debt service as a percentage of noncapltal expenditures 18.45% 17.40% 12.67% 14.17% 16-12 Fiscal Year 2008 2009 2010 2011 2012 2013 $ 56,142,813 $ 61,987,534 $ 61,847,746 $ 63,803,207 $ 68,613,205 $ 71,412,597 1,266,293 1,066,981 1,196,580 923,871 1,261,683 1,487,239 2,031,882 2,014,938 694,539 1,951,435 2,167,437 1,862,802 2,600,234 2,085,735 3,600,747 2,835,084 2,676,361 2,653,042 8,601,399 13,436,635 9,181,350 8,504,777 17,002,961 7,976,949 2,180,999 899,362 412,651 413,708 228,271 628,564 12677,695 22481,973 1,978,083 2,472,446 1,496,293 12777,705 74,501,315 83,973,158 78,911,696 80!904,528 93,446,211 87,798,898 19,168,075 27,823,804 19,864,495 16,305,601 18,086,658 22,112,626 28,448,789 31,091,963 32,695,166 33,030,194 34,759,167 35,931,532 6,297,505 4,265,955 5,524,041 7,620,588 6,041,762 12,140,511 1,745,951 1,816,595 2,093,632 2,025,190 2,097,100 2,157,928 6,073,295 6,341,923 6,892,095 6,797,043 7,287,529 7,232,586 11,573,473 24,603,366 18,874,965 21,213,893 24,026,301 14,699,587 6,036,221 5,985,256 6,534,952 7,179,657 7,025,465 5,720,963 2,654,380 3,325,192 2,851,170 2,803,734 3,207,221 3,561,552 73,749 88,555 211,222 252,760 306 2526 278,160 82,071,438 105J42,609 95,541,738 97,228,660 102,83 7' 729 103,835,445 (7 ,570,123) (21,369,451) (16,630,042) (16,324,132) {9,391,518) (16,036,547) 9,902,966 4,499,671 8,631,417 5,838,266 10,884,230 9,207,896 (7 ,483,207) (2,879,831) {5,911,765) {6,384,844) (1 5,871 ,347) (5,131,440) 12,890,000 5,630,293 17,933,100 22,390,000 30,225,000 16,800,000 107,342 766,072 2,204,993 283,150 ~8,069 2794} ~5 2312,193} !8,508,111} 15,309,759 7,250,133 12,690,300 17,297,301 18,934,765 21,159,606 $ 7,739,636 $ (14,119,318) $ (3,939,742) $ 973,169 $ 9,543,247 $ 5,123,059 13.37% 11.10% 12.49% 10.75% 11.18% 11.34% 16-13 CITY OF BAYTOWN, TEXAS TAX REVENUES BY SOURC/t, GOVERNMENTAL ACTIVITIES Last Ten Fiscal Years (Modified Accrual Basis of Accounting) Function 2004 2005 2006 2007 Property taxes $ 15,764,147 $ 15,293,470 $ 15,925,369 $ 15,865,191 Sales and hotel taxes 11,381,200 9,724,993 10,439,285 10,439,285 Franchise taxes 3,107,324 3,196,447 4,227,213 4,227,213 Industrial in-lieu-of-taxes 16,186 2363 16,870,355 17,275,592 17,275,592 Total $ 46,439,034 $ 45,085,265 $ 47,867,459 $ 47,807,281 16-14 2008 2009 2010 2011 2012. 2013 $ 18,330,829 $ 20,407,501 $ 20,386,674 $ 18,735,003 $ 20,064,769 $ 20,694,270 14,659,564 16,185,851 16,185,851 15,576,815 17,343,951 18,558,609 3,911,211 4,265,055 4,265,055 3,994,547 3,800,997 3,825,432 19,241,209 21,129,127 21,129,127 25,496,842 27,403,488 28,334,286 $ 56,142,813 $ 61,987,534 $ 61,966,707 $ 63,803,207 $ 68,613,205 $ 71,412,597 16-15 CITY OF BAYTOWN, TEXAS ASSESSED VALUE AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTY Last Ten Fiscal Years 2004 2005 2006 2007 Real assessed value $ 2,032,610,900 $ 2,127,989,730 $ 2,382,435,518 $ 2,661,656,747 Personal assessed value 439,237,770 460,761,590 536,062,697 549,496,484 Total assessed value (1) 2,471,848,670 2,588,751,320 2,918,498,215 3,211,153,231 Less: real property exemptions ( 495,204,050) (516,611,740) (785,578,290) (910,929,124) Taxable value $ 1,976,644,620 $ 2,072,139,580 $ 2,132,919,925 $ 2,300,224,107 Taxable value as a percentage of assessed value 80.0% 80.0% 73.1% 71.6% Total tax rate $ 0.73703 $ 0.73703 $ 0.73703 $ 0.73703 (1) Assesse~ valuations are considered to be 100 percent of actual valuattons. 16-16 2008 2009 2010 2011 2012 2013 $ 2,577 ;1.57 ,056 $ 3,113,666,103 $ 3,065,166,229 $ 3,015,384,493 $ 2,926,000,599 $ 2,939,825,902 471,658,764 546,159,699 555,950,392 350,698,140 411,118,921 436,801,409 3,048,915,820 3,659,825,802 3,621,116,621 3,366,082,633 3,337,119,520 3,376,627,311 (577,912,543) (967,105,346) (972,555,660) (924,359,699) (928,173,569) (886,164,075) $ 2,471,003,277 $ 2,692, 720,456 $ 2,648,560!961 $ 2,441 '722,934 $ 2,408,945,951 $ 2,490,463,236 81.0% 73.6% 73.1% 72.5% 72.2% 73.8% $ 0.73703 $ 0.78703 $ 0.78703 $ 0.78703 $ 0.82203 $ 0.82203 16-17 CITY OF BAYTOWN, TEXAS PROPERTY TAX RATES-DIRECT AND OVERLAPPING GOVERNMENTS Last Ten Years 2004 2005 2006 2007 City of Baytown by fund Genem1fund $ 0.45700 $ 0.45700 $ 0.45700 $ 0.45700 Debt service fund 0.28003 0.28003 0.28003 0.28003 Total $ 0.73703 $ 0.73703 $ 0.73703 $ 0.73703 Harris County $ 0.38800 $ 0.39986 $ 0.40239 $ 0.40240 Harris County Flood Control District 0.04170 0.03322 0.03241 0.03241 Port of Houston Authority 0.02000 0.01474 0.01302 0.01302 Harris County Hospital District 0.19020 0.19216 0.19216 0.19216 Harris County Dept. of Education 0.00629 0.00629 0.00629 0.00629 Goose Creek Independent School District 1.68371 1.68371 1.72750 1.59562 Lee Junior College Dis1rict 0.20841 0.20841 0.20678 0.20228 Total Direct and Overlapping Rates $ 3.27534 $ 3.27542 $ 3.31758 $ 3.18121 Tax rates per $100 of assessed valuation Source: Hanis County Appraisal District 16-18 2008 2009 2010 2011 2012 2013 $ 0.45700 $ 0.45700 $ 0.45700 $ 0.45700 $ 0.42578 $ 0.43658 0.28003 0.33003 0.33003 0.33003 0.39625 0.38545 $ 0.73703 $ 0.78703 $ 0.78703 $ 0.78703 $ 0.82203 $ 0.82203 0.39239 0.38923 0.39224 0.38805 0.39117 0.40021 0.03106 0.03086 0.02922 0.02923 0.02809 0.02809 0.01437 0.01773 0.01636 0.02054 0.01856 0.01952 0.19216 0.19216 0.19216 0.19216 0.19216 0.18216 0.00585 0.00584 0.00605 0.00658 0.00568 0.00662 1.30196 1.28213 1.28213 1.30213 1.33213 1.33213 0.20678 0.20588 0.22120 0.25200 0.25200 0.24100 $ 2.88160 $ 2.91086 $ 2.92639 $ 2.97772 $ 3.04182 $ 3.03176 16-19 BAYTOWN 16-20 CITY OF BAYTOWN, TEXAS PRINCIPAL PROPERTY TAXPAYERS Current Year and Nine Years Ago 2013 2004 o/o of o/o of Taxable Taxable Taxable Taxable Assessed Assessed Assessed Assessed Pro~er!l Ta!J!axer Value Rank Value Value Rank Value CenterPoint Energy Inc. $ 10,712,322 1 0.43% $ n/a n/a Sustainable Power Corp. 1,953,437 2 0.08% n/a nla Petroleum Wholesale Inc. 1,851,690 3 0.07% nla n/a Plv.ID Enterprises LLC 1,360,310 4 0.05% n/a n/a Oovinji Multiple Business LLC 774,000 5 0.03% nla n/a Dicus Jimmie 723,160 6 0.03% n/a nla Oneal Robert 705,630 7 0.03% nla nla Rios Pedro M & Mary E 576,690 8 0.02% nla nla Grohman Venture W-1 Ltd. 565,410 9 0.02% n/a nla Dykes Norman 563,940 10 0.02% nla nla Exxon Mobil Corp. n/a nla 130,093,832 * 1 7.01% Reliant Energy Company nla nla 44,964,018 2 2.42% Verizon Southwest nla nla 24,829,160 3 1.34% Sonic Automotive n/a n/a 14,171,880 4 0.76% Wal-Mart nla nla 14,074,511 5 0.76% Car Son Bay LP nla n/a 12,511,569 6 0.67% Camden Property Trust n/a nla 11,925,449 7 0.64% Memorial NW Pavillion LTP nla nla 10,382,360 8 0.56% TEK Investments n/a nla 9,230,749 9 0.50% Chevron nla nla 8,284,983 10 0.45% Subtotal 19,786,589 0.79% 280,468,511 15.11% Other Taxpayers 2,4 70,676,64 7 99.21% 1,696,176,109 84.89% Total $ 2,490,463,236 100.00% $ 1,976,644,620 100.00% Source: Goose Creek Independent School District Tax Office *A significant portion of Exxon Mobil Corporation's property was disannexed in fiscal year 2010 and the tax revenue the City receives on such property is now accounted for as industrial district agreement revenue, not property tax revenue. 16-21 CITY OF BAYTOWN, TEXAS PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Years 2004 2005 2006 Tax levy $ 14,568,464 $ 15,272,290 $ 15,720,260 Current tax collected 13,938,784 14,623,305 15,156,541 Percent of current tax collections 95.68% 95.75% 96.41% Delinquent tax collections 380,339 418,706 478,924 Total tax collections $ 14,319,123 $ 15,042,011 $ 15,635,465 Total collections as a 98.29% 98.49% 99.46% percentage of current levy Outstanding delinquent taxes $ 1,822,131 $ 1,961,395 $ 2,138,197 Outstanding delinquent taxes as percentage of current levy 12.51% 12.84% 13.60% 16-22 2007 $ 16,953,342 15,933,127 93.98% 522,591 $ 16,455,718 97.06% $ 2,152,119 12.69% 2008 2009 2010 2011 2012 2013 $ 18,107,174 $ 20,687,000 $ 20,578,993 $ 18,723,249 $ 19,590,385 $ 20,289,862 17,333,357 19,456,285 19,434,196 17,972,214 18,805,563 19,510,785 95.73% 94.05% 94.44% 95.99% 95.99% 96.16% 632,798 741,387 602,590 383,180 719,716 710,136 $ 17,966,155 $ 20,197,672 $ 20,036,786 $ 18,355,394 $ 19,525,279 $ 20,220,921 99.22% 97.63% 97.37% 98.04% 99.67% 99.66% $ 2,252,122 $ 3,371,123 $ 3,643,170 $ 3,487,090 $ 2,788,247 $ 3,035,752 12.44% 16.30% 17.70%. 18.62% 14.23% 14.96% 16-23 Governmental Activities: General obligation bonds Certificates of obligation CITY OF BAYTOWN, TEXAS RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Years 2004 2005 $ 45,520,000 $ 49,700,000 $ 16,615,000 10,880,000 Alternative minimum tax bonds 2,520,000 2,255,000 Capital leases Premiums 9,471 8,933 Business-Type Activities: Revenue bonds 17,455,000 15,715,000 Certificates of obligation 30,460,000 42,600,000 Discounts Premiums Total Primary Government $ 112,579!471 $ 121,158,933 $ Percentage of personal income 4.9% 5.0% Per capita $ 1,610 $ 1,708 2006 51,560,000 9,515,000 1,980,000 8,405 13,910,000 32,165,000 109,138,405 5.3% $ 1,520 Note: Details regarding the City!s outstanding debt can be found in the notes to the financial statements. 16-24 2007 $ 48,045,000 9,085,000 1,690,000 589,947 7,867 12,025,000 83,270,000 (40,779) $ 154!672,035 8.0% $ 2,126 2008 2009 2010 2011 2012 2013 $ 57,035,000 $ 52,615,000 $ 52,343,100 $ 62,836,800 $ 78,939,100 $ 92,419,850 7,510,000 8,690,000 12,850,000 12,785,000 13,140,000 10,945,000 1,385,000 1,065,000 725,000 375,000 333,726 3,538,763 3,353,811 3,150,454 2,874,038 2,667,325 7,329 6,791 106,638 860,245 3,014,470 3,077,237 10,050,000 7,985,000 11,431,900 8,268,200 5,650,900 4,145,150 109,610,000 105,165,000 94,820,000 87,030,000 73,120,000 85,315,000 (37,016) (33,263) 103,491 91,077 78,663 473,537 $ 185,894,039 $ 179,032,291 $ 175,733,940 $ 175,396,776 $ 176,817,171 $ 199,043,099 9.8% 11.8% 11.2%. 11.3% 10.3% 12.5% $ 2,502 $ 2,392 $ 2,320 $ 2,425 $ 2,409 $ 2,692 16-25 CITY OF BAYTOWN, TEXAS RATIO OF GENERAL BONDED DEBT OUTSTANDING Last Ten Years 2004 2005 2006 Net Taxable Assessed Value All property $ 1,976,644,620 $ 2,072,139,580 $ 2,132,919,925 Net Bonded Debt Gross bonded debt 64,664,471 62,843,933 63,063,405 Less debt service funds 2,273,296 1,673,675 1,489,010 Total Net Bonded Debt $ 62!391,175 $ 61,170~58 $ 61,574,395 Ratio of Net Bonded Debt to Assessed Value 3.16% 2.95% 2.89% Population 69,676 70,512 71,358 Net Bonded Debt per Capita $ 895 $ 868 $ 863 16-26 2007 $ 2,300,224,107 58,827,867 922,394 $ 57,905,473 2.52% 72,215 $ 802 2008 2009 2010 2011 2012 2013 $ 2,471,003,277 $ 2,692,720,456 $ 2,648,560,961 $ 2,441,722,934 $ 2,408,945,9 51 $ 2,490,463,236 65,937,329 62,376,791 66,024,738 76,857,045 95,093,570 106,442,087 596,117 786,092 488,131 292,736 1,229,116 3,715,519 $ 65,341,212 $ 61,590,699 $ 65,536,607 $ 76,564,309 $ 93,864,454 $ 102,726,568 2.64% 2.29% 2.47% 3.14% 3.90% 4.12% 73,959 74,845 75,743 72,339 73,413 72,418 $ 883 $ 823 $ 865 $ 1,058 $ 1,279 $ 1,419 16-27 BAYTOWN 16-28 CITY OF BA YTOYVN, TEXAS PROPERTY TAX RATES-DIRECT AND OVERLAPPING GOVERNMENTS Last Ten Years 2004 2005 2006 2007 City of Baytown by fund General fund $ 0.45700 $ 0.45700 $ 0.45700 $ 0.45700 Debt service fund 0.28003 0.28003 0.28003 0.28003 Total $ 0.73703 $ 0.73703 $ 0.73703 $ 0.73703 Harris County 0.38800 0.39986 0.40239 0.40240 Harris County Flood Control District 0.04170 0.03322 0.03241 0.03241 Port of Houston Authority 0.02000 0.01474 0.01302 0.01302 Harris County Hospital District 0.19020 0.19216 0.19216 0.19216 Harris County Dept. of Education 0.00629 0.00629 0.00629 0.00629 Goose Creek lSD 1.68371 1.68371 1.72750 1.59562 Lee Junior College District 0.20841 0.20841 0.20678 0.20228 Total Direct and Overlapping Rates $ 3.27534 $ 3.27542 $ 3.31758 $ 3.18121 Tax rates per $1 00 of assessed valuation Source: Harris County Appraisal District 16-29 CITY OF BAYTOWN, TEXAS LEGAL DEBT MARGIN INFORMATION Last Ten Fiscal Years 2004 Debt limit $ 197,664,462 Total net debt applicable to limit 62,381,704 Legal Debt Margin $ 135,282,758 Total net debt applicable to the limit as a percentage of debt limit 31.56% Legal Debt Margin Calculation for Fiscal Year 2013 Assessed value Debt limit (10% of assessed value) (1) $ 2,490,463,236 249,046,324 2005 $ 207,213,958 $ 61,161,325 $ 146,052!633 $ 29.52% 2006 213,291,993 61,565,990 151,726,003 28.86% (1) The City's Home Rule Charter limits all bonded debt to no more than ten percent of the assessed valuation. 16-30 2007 $ 227,377,841 57,897,606 $ 169,480,235 25.46% 2008 2009 2010 2011 2012 2013 $ 247,100,328 $ 269,272,046 $ 264,856,096 $ 244,172,293 $ 240,894,595 $ 249,046,324 65,333,883 61,590,699 65,918,100 75,996,800 95,093,570 106,442,087 $ 181,766,445 $ 207,681,347 $ 198,937,996 $ 168,175,493 $ 145,801,025 $ 142,604,237 26.44% 22.87% 24.89% 31.12% 39.48% 42.74% 16-31 CITY OF BAYTOWN, TEXAS PLEDGED REVENUE COVERAGE (WATER AND SEWER FUND) Last Ten Years Gross Revenues $ Operating Expenses (1) Net Revenues Avallable for Debt Service $ Debt Service Requirements (2) Principal $ Interest Total $ Coverage (1) Total operating expenses less depreciation (2) Includes revenue bonds only 16-32 2004 19,254,778 11,387,663 7,867,115 2,455,000 1,719 2623 4,174,623 1.88 2005 2006 $ 22,102,730 $ 25,032,317 12,195,906 12,762,643 $ 9,906,824 $ 12,269,674 $ 2,970,000 $ 3,510,000 2,340,842 2,681,200 $ 5,310,842 $ 6,191,200 1.87 1.98 2007 $ 28,764,540 19,617,174 $ 9,147,366 $ 4,440,000 3,749,409 $ 8,189,409 1.12 2008 2009 2010 2011 2012 2013 $ 26,269,326 $ 28,951,379 $ 30,793,030 $ 33,456,570 $ 35,369,368 $ 34,022,544 14,379,665 $ 11,889,661 $ $ 5,135,000 $ 4,707,217 $ 9,842,217 $ 1.21 16,760,578 12,190,801 $ 6,510,000 $ 4,733,526 11,243,526 $ 1.08 18,838,982 20,866,590 11,954,048 =$=1=2=,5=89=,9=80= 3,163,700 $ 2,617,300 4,198,917 4,025,737 7,362,617 $ 6,643,037 ========= 1.62 1.90 $ $ $ 22,553,420 12,815,948 1,505,750 3,274,771 4,780,521 2.68 $ $ $ 22,570,370 11,452,174 5,810,750 3,123,765 8,934,515 1.28 16-33 Population (1) Personal income Per capita personal income (2) Median age (3) CITY OF BAYTOWN, TEXAS DEMOGRAPHIC AND ECONOMIC STATISTICS Last Ten Fiscal Years ~004 2005 69,676 70,512 2006 71,358 $2,309,201,992 $2,388,452,976 $2,044,906,206 $ 33,142 $ 33,873 $ 28,657 30.6 30.6 35.0 Education level in years of schooling (3) 14.8 14.8 14.8 Schoolenrollrnent(4) 19,347 20,161 20,224 Unemployment rate (5) 7.28% 7.40% 6.30% Data sources: (1} Years 2002-2009: City of Baytown Planning Department projection. Years 2010 and 2011: 2010 Census. 2007 72,215 $1,923,952,030 $ 26,642 30.9 14.8 20,352 5.80% (2) City of Baytown's per capita personal income in Houston-Sugarland-Baytown MSA figures for years 2001 to 2008. Years 2009 to 2011: -American FactFinder. (3) Wikipedia-Baytown, Texas (4) Goose Creek Consolidated Independent School District (5) Texas Workforce Commission 16-34 2008 2009 2010 2011 2012 2013 73,959 74,845 75,743 72,339 73,413 73,950 $1,887,655,557 $1,513,740,125 $1,575,984,601 $1,546,318,464 $1,709,495,118 $1,588,963,650 $ 25,523 $ 20,225 $ 20,807 $ 21,376 $ 23,286 $ 21,487 31.0 31.0 31.0 31.0 31.0 31.0 14.8 14.8 14.8 14.8 14.8 14.8 20,697 20,839 21,136 21,516 21,793 21,663 ?.40% 11.50% 11.00% 11.60% 9.50% 8.60% 16-35 BAYTOWN 16-36 CITY OF BAYTOWN, TEXAS PRINCIPAL EMPLOYERS Current Fiscal Year and Nine Years Ago 2013 2004 Percentage Percentage of Total City of Total City Employer Employees Rank Employment Employees Rank Employment Exxon Mobil-Baytown Complex 3,785 12.01% 3,515 1 10.21% Goose Creek Consolidated Independent School District 3,012 2 9.56% 2,250 2 6.53% San Jacinto Methodist Hospital 1,687 3 5.35% 1,400 4 4.06% Bayer Corporation 1,100 4 3.49% 1,650 3 4.79% JSWSteel 800 5 2.54% nla nla nla Chevron Phillips Chemical Company 685 6 2.17% nla nla nla W al-Mart Distribution Center 600 7 1.90% 653 5 1.90% Home Depot Distribution Center 325 8 1.03% 650 6 1.89% TMK-IPSCO 245 9 0.78% nla n/a n/a Exel Logistics 200 10 0.63% 385 7 1.12% ' Total 12,439 39.48% 10,503 30.50% Source: Baytown Economic Development Foundation, City of Baytown and Lee College. 16-37 CITY OF BAYTOWN, TEXAS FULL-TIME EQUIVALENT CITY EMPLOYEES BY FUNCTION Last Ten Fiscal Years 2004 2005 2006 General Fund: General government 71.56 76.56 77.50 Public safety Police Officers 117.00 117.00 124.00 Civilians 54.00 54.00 54.00 Fire Firefighters and officers 84.50 84.50 90.50 Civilians 6.00 6.00 6.00 Other public safety 42.00 43.00 45.00 Public works 47.30 46.50 46.50 Public health 8.19 8.19 9.19 Parks, recreation, and culture 55.00 55.00 55.00 General Fund Total 485.55 490.75 507.69 Hotel/Motel Fund Enterprise Fund: Aquatics Warer and sewer 99.20 101.00 101.00 Sanitation 11.50 11.50 9.50 Storm water utility 1.00 2.00 2.00 Internal service 12.00 12.00 12.00 Enterprise Fund Total 123.7 126.5 124.5 Program Funds: Emergency management 1.50 1.50 1.50 Capital projects Community development block grant 12.00 12.00 11.06 Harris County organized crime and narcotics task force 18.00 18.00 12.00 Organized crime unit transitional 1.00 High intensity drug trafficking area 0.25 1.25 1.25 Miscellaneous police 3.00 3.00 3.00 Crime control and prevention district Fire control, prevention and emergency medical services district Municipal court special revenue 1.00 1.00 Wetlands education and recreation center 1.00 1.00 1.00 Capital improvement program 2.00 2.00 2.00 CIPF-water and sewer 1.00 1.00 Odd trust and agency 1.00 1.00 MDD Baytown Nature Center Workers' compensation 1.00 Program Funds Total 38.75 41.75 35.81 Total 648.00 659.00 668.00 16-38 2007 79.50 124.00 57.00 90.50 6.00 45.00 49.50 12.75 67.00 531.25 108.00 9.50 2.00 12.00 131.5 1.50 6.50 1.25 3.00 14.00 1.00 1.00 1.00 2.00 1.00 32.25 695.00 2008 2009 2010 2011 2012 2013 82.65 87.65 91.40 91.40 92.40 92.40 129.00 129.00 129.00 129.00 131.00 137.00 52.00 52.00 51.00 51.00 49.00 49.00 90.50 101.00 101.00 106.00 106.00 112.00 6.00 6.00 6.00 6.00 6.00 6.00 47.00 50.00 50.00 50.00 49.00 53.00 50.50 50.50 49.50 49.50 44.50 44.50 24.00 23.00 23.00 23.00 22.00 23.00 60.00 64.00 65.00 65.00 64.00 64.00 541.65 563.15 565.90 570.90 563.90 580.90 0.50 1.00 1.00 2.00 2.00 111.85 113.85 113.85 113.85 116.85 117.85 9.50 9.50 12.50 12.50 12.50 12.50 2.00 2.00 3.00 3.00 4.00 4.00 12.00 12.00 12.00 12.00 12.00 12.00 135.4 137.4 141.4 141.4 147.4 148.35 2.50 5.25 4.75 4.50 4.50 4.50 4.50 1.25 0.25 0.25 0.25 0.25 0.25 3.00 3.00 3.00 3.00 4.00 4.00 15.00 15.00 15.00 15.00 15.00 15.00 1.00 1.00 1.00 1.00 1.00 2.00 1.00 1.00 1.00 1.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 2.00 3.00 3.00 3.00 3.00 3.00 2.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 34.00 31.00 30.75 30.75 30.75 36.75 711.00 732.00 738.00 743.00 743.00 767.00 16-39 CITY OF BAYTOWN, TEXAS OPERATING INDICATORS BY FUNCTION Last Ten Fiscal Years 2004 2005 Function Police: Arrests 5,556 5,411 Accident reports 2,014 2,010 Citations 15,756 14,248 Offense reports 12,159 12,432 Calls for service 54,456 57,029 Fire: Medical responses 2,300 2,557 Fire/rescue incidents 1,678 1,882 Response times: One minute for turnout time 100% 100% Four minutes or less for the arrival of the first arriving engine company for a fire 77.3% 59% Eight minutes or less for the deployment of a full first alarm assignment at a fire suppression incident 65% 53% Five minutes or less for the arrival of the first arriving engine company for a fire nla nla Nme minutes or less for the deployment of a full first alarm assignment at a fire suppression incident n/a nla Water: Number of water customers 19,485 19,950 Source Trinity River Trinity River Average daily water usage (millions of gallons) 11.26 12.45 Number of million gallons of surfhce water pumped 3,970 4,544 Number of million gallons of well water pumped 0.27 11.69 Peak daily consumption (millions of gallons) 17.90 17.80 Sewer: Number of sewer connections 19,005 19,047 Average daily treatment (millions of gallons) 13.26 11.04 Total consumption (billions of gallons) 4,775 4,297 Peak daily consumption (millions of gallons) 44.02 37.70 Data source: various City departments 2006 2007 5,689 5,823 2,230 2,504 17,193 17,254 13,596 13,972 60,151 60,486 3,002 3,065 1,967 2,069 100% 90% 45% 42% 32% 28% nla nla n/a nla 19,834 20,629 Trinity River Trinity River 11.83 9.15 4,487 3,341 3.33 2.11 15.76 11.44 19,280 20,055 10.18 13.39 3,715 4,886 59.60 91.85 • In 2009, the new reporting software calculates the response times using the National Fire Protection Association 1710. 16-40 2008 2009 2010 2011 2012 2013 4,919 5,925 7,347 6,880 6,806 5,877 2,374 2,335 2,047 1,900 1,899 1,980 15,344 14,378 15,401 15,186 16,120 21,731 13,780 13,717 13,680 13,352 14,800 15,144 53,468 48,789 49,573 49,024 46,175 48,988 3,241 2,896 3,376 3,224 3,700 5,039 2,336 1,977 1,965 1,868 1,596 2,097 60% * • • • • 42% * • • • • 48% • • • • • nla 74% 74% 67% 69.65% 65.86% n/a 69% 69% 73% 86.36% 91.03% 21,453 21,678 21,804 21,903 22,104 22,212 Trinity River Trinity River Trinity River Trinity River Trinity River Trinity River 10.00 11.90 12.29 12.92 12.01 12.58 3,112 3,148 4,486 5,255 5,140 4,262 0.38 1.10 0.11 8.06 0.60 0.53 13.30 18.36 22.07 24.63 20.92 18.55 20,834 20,918 21,011 21,086 21,241 21,316 11.27 10.57 11.40 10.30 9.53 12.23 4,110 3,708 4,161 3,760 3,479 4.462 46.61 40.00 40.23 35.39 35.39 0.4016 16-41 CITY OF BAYTOWN, TEXAS CAPITAL ASSET STATISTICS BY FUNCTION Last Ten Fiscal Years 2004 2005 Function Police: Stations 3 3 Patrol units 75 75 Fire stations 5 5 Other public works: Streets (miles) 325 288 Streetlights 3,964 4,013 Parks and recreation: Parks 45 45 Parks acreage 985 985 Parks w developed 490 490 Parks -undeveloped 495 495 Swimming pools 2 2 Spraygrounds 1 1 Baseball/softball diamonds 14 21 Tennis courts 8 10 Community centers 2 2 Water parks Quick soccer courts Water: Water mains (miles) 357 366 Fire hydrants 1,664 1,661 System capacity (millions of gallons) 26MGD 26MGD Sewer: Sanitary sewers (miles) 360 365 Storm sewers (miles) 175 180 Treatment plant capacity (millions of gallons) 16.2MGD 16.2MGD Data source: various City departments 16-42 2006 2007 3 3 75 75 5 5 375 379 4,038 4,358 45 45 985 985 490 490 495 495 2 2 1 1 21 21 10 10 2 2 357 359 1,678 1,700 26MGD 26MGD 347 350 170 172 16.2MGD 16.2MGD 2008 2009 2010 2011 2012 2013 3 5 5 3 3 3 75 78 83 83 87 87 5 5 5 6 6 6 404 408 408 409 429 429 4,481 4,921 4,726 4,641 4,728 5,098 45 45 47 47 47 47 985 985 1,084 1,084 1,084 1,084 490 490 967 967 967 967 495 495 117 117 117 117 1 1 1 1 1 1 2 4 4 21 22 22 22 22 22 8 6 7 7 4 4 1 1 1 1 1 1 2 2 2 2 2 362 362 378 383 385 390 1,737 1,780 1,810 1,860 1,896 1,937 26MGD 26MGD 26MGD 26MGD 26MOD 26MGD 352 352 365 366 367 272 173 173 173 169 172 173 16.2MGD 20.2MGD 20.2MGD 20.2MGD 20.2MOD 20.2MGD 16-43 BAYTOWN 16-44 BAYTOWN AREA WATER AUTHORITY Baytown Area W ate r Authority, (BAWA), is a water a uthority c reated by Texas Legislature to purchase and distribute s urface a nd/or undergro und suppli es for the C ity and s unounding co mmuni ties. The C ity account s for approximately 90% of BA W A 's annual sales. BA W A is co ns id e red a component unit of th e Ci t y of Baytown. 17-1 BAYTOWN 17-2 BAYTOWN AREA WATER AUTHORITY (BA W A) ANNUAL PROGRAM OF SERVICES 2014-15 ADOPTED BUDGET 17-3 BAYTOWN AREA WATER AUTHORITY (BAWA) ORGANIZATION CHART Board of Direc tors I Ge neral Mana ge r I Pl ant Manage r/ Direc tor of Public Work s/ Ut ilit ies Sup erint end ent Water Treatme nt Bay tow n Area Wate r Auth orit y 17-4 BAYTOWN AREA WATER AUTHORITY BOARD OF DIRECTORS BRENDA BRADLEY SMITH, President MIKE WILSON, Vice President WAYNE BALDWIN, Secretary LETICIA BRYSCH, Assistant Secretary BRANDON BENOIT, Director FRANK McKAY III, Director 17-5 BAYTOWN AREA WATER AUTHORITY 7425 Thompson Road, Baytown, Texas 77521-1056 (281) 426-3517 FAX (281) 426-3519 August 20, 2014 Pres id ent and Directors Baytown Area Water A uthority Baytown, Texas It is my pleas ure to present the 2014-15 Adopted Budget for the Baytown Area W ater Authority (BA W A). The budget set s forth the revenues and appropriations for the fis ca l year October I , 20 14 through Septe mber 30, 2015 . The financial guidance pro v ided by the Board has resulted in BA WA 's ability t o maintain a system that consis tently provides a dependable and high quality water supp ly to the City of B aytown and surrounding communities. The assurance that we can meet the future water needs of our growing community is vital to o ur mission. To this end, this adopted budget continues to move forward the new BAWA East Water Treatment Plant, continues to address improvements to the current water treatment facility and provides for the inspection of our major transmi ss ion line on Thompson Road. The development of the new BA W A plant continues to progress with the foc us o n design and l and acquisition. C losing on the land should occur within the next 60-90 days. The design costs were split over two fiscal years: FY14-$2 .5 million and FY15-$1.4 million. This year's budget includes the $1.4 million to full y fund the des ign costs for the new facility. Construction should begin next summer w ith comp let ion expected in the summer of 2017. This budget anticipates i ssuing $15 million in bonds to fund the initial construction phase. A lso included in this budget is $565,000 for plant repairs and improvements , which includes $100,000 for repairs to the flocculator eq uipment in basins three and four and $465,000 for improvements to the chemical fe e d systems. In light of the recent water leak on the Thompson Road 36" trans mission line, this budget includes $350,000 to ensure the continued viability of this line between 1-10 and Lynchburg-Cedar Bayou Road. Thi s funding includes an assessment of th e lin e to identify any major issues and funding for any repairs that are identified thro ugh the assessment. The City of Houston notified BAWA of a 1.2% rate increase effective April I , 2014, for untreated water purchased from the City of Houston . The rates increased from $0.615 8 to $0.6232 per I ,000 gallons. The City of Houston 's Code of Ordinances provides that water and sewer rates be adj usted automatically each year in April to reflect the previous year's percentage change to the Houston- Galveston Area Producers Price Ind ex (PPI). Future annual rate adjustment s w ill a lso be relative to the PPI and population growth. 17 -6 An updated rate study has calculated the effect of thi s increase, a long with future capital and bond reserve needs, and reco mmends BA WA's treated wa ter rates increase 3 % for its customers. This budget includes thi s recommended 3% rate increase to provide for the increased cost of untreated water, debt associated with the capital program and to provide a reserve for future capital project and working capital needs . Rates wi ll be adj usted in future budgets to reflect funding needs based on the rate study and actual operational need s including debt service requirements . The capital improvements and effici ent operations at BA W A are designed to prov ide the foundation for new growth and continued reliable service of the highest quality water for our customers. I look forward to reviewing thi s document wi th yo u. obert D . Leiper General Manager 17-7 MAJOR BUDGET ISSUES Fiscal Year 2014-15 BAYTOWN AREA WATER AUTHORITY This fund accounts for the operations of the Baytown Area Water Authority (BA WA). BA WA is a water authority created by the Texas Legislature to supply water for the City of Baytown (City) and surrounding communities. BA W A services a total of eight customers with the City as the largest customer, generating approximately 88% of BA WA's annual sales. BA W A is a separate legal entity; however, it is considered a component unit of the City. Since it began operating, BA W A has not experienced shortages of its raw water supply to the plant or interruptions of service to its customers. REVENUES The 2014-15 adopted budget estimates sales of$ I 2,2 I I ,698 for an average of 12.25 million gallons per day (MGD). Fluctuations in rainfall amounts can significantly impact actual sales. A 3% rate increase, recommended by the Utility Rate Study, effective October 1, 20 I 4, is included in the 20 I 4-15 budget. The existing rate structure of $2.53 per I ,000 gallons for the City of Baytown and $2.57 per I ,000 gallons for customers outside the city will increase to $2.61 and $2.65 respectively. This would cover the increased cost of operations, including debt service, the purchase of raw water, and provide a reserve for future capital projects. This increase in rates is expected to generate $355,681 in additional revenue over estimated current year amounts. EXPENDITURES Total operating expenditures for the adopted 2014-I5 budget are $5,968,072 which is an increase of $474,708 from the 2013-14 budget. The budget also includes a transfer of $350,000 to the General Fund for an indirect cost allocation to reimburse the City for administrative services such as Human Resources, Fiscal Operations, Legal and Information Technology Services. Highlights of major operating changes are as follows: • Increase in personnel services • Increase in supplies • Increase in maintenance • Decrease in services • Increase in capital outlay • Increase in transfer to General Fund (administrative costs) • Increase in transfers out-capital improvements $ 49,770 561,275 24,000 (160,337) 126,000 IOO,OOO 905,000 Raw Water Supply Cost -BA W A purchases raw water from the City of Houston. The raw water supply contract with the City of Houston is in effect through the year 2040, and sets the maximum amount of raw water to be delivered to the BA WA plant at 15.8 MGD without penalties. The surcharge for water purchased over the 15.8 MOD is nominal at this time. BAWA received notice of a rate increase (1.2%) from $0.6158 to $0.6232 effective April 1, 2014. The annual rate adjustment is intended to help cover the City of Houston's cost increases that impact the provision of safe, clean drinking water and the collection and treatment of wastewater. This includes operational costs as well as the costs involved in repairing portions of the City of Houston system's aging infrastructure. 17-8 MAJOR BUDGET ISSUES Fiscal Year 2014-15 Debt Service -The transfer to cover the debt service requirement for existing debt for the adopted 2014-15 budget is $2,947,903. CAPITAL IMPROVEMENT PROGRAM The Capital Improvement Program for BA W A is funded through the issuance of revenue bonds, grants, and revenue from operations. • BA WA East Water Treatment Plant: Development of a six (6) million gallons per day (MOD) surface water treatment plant south of Interstate Highway (IH) 10 and west of SH 99 along the Coastal Water Authority (CWA) Barbers Hill Canal. The design will provide for the ability to expand the plant based on future water demands and allow the plant to convert to salt water treatment (desalinization) ensuring long term viability. • Existing Water Treatment Plant: Improvements to the current facility include repairs/refurbishment of the flocculator equipment, as well as improvements to the chemical feed systems. WORKING CAPITAL In order to maintain fiscal stability, governmental entities maintain a working capital balance to meet daily liquidity needs. Appropriate levels of working capital vary from entity to entity based on the relative impact of particular circumstances or financial conditions. Working capital is defined as current assets (e.g., cash, investments and accounts receivable) less current liabilities (e.g., accounts payable). In the 2014-15 adopted budget, BAWA's working capital level at year end is projected to represent 128 days of expenditures; a contingency line item of $75,000 is provided; plus we are able to transfer out $4,000,000 to BAWA's Capital Improvement Project Fund (CIPF). The $4,000,000 will be available for funding future capital projects, and to help downsize future borrowing requirements. 17-9 CITY OF BAYTOWN PROGRAM SUMMARY 13070 BAYTOWN AREA WATER AUTHORITY (BAWA) Program Description Operate and maintain a 26 MOD surface water treatment facility with a projected raw water flow of 12.25 MOD and projected finished water flow of 12.25 MOD in fiscal year 20 14-15 which currently serves 8 customers with the City of Baytown using 90% of production. Ensure compliance with the Texas Commission on Environmental Quality {TCEQ) Rules and Regulations for Public Water Supplies adopted in 1974 under the Safe Drinking Water Act and amended over the years to include the National Primary Drinking Water Regulations, and Surface Water Treatment Rule and various other regulatory rules. Provide BAWA's customers with high quality, safe drinking water and consistent water pressure for fire protection. Workload Measures I. Primary Customers 2. Average MGD of raw water treated 3. Average MGD of finished water produced Performance Measures 1. Days without interruption of service 2. Days finished water turbidity <0.1 NTU 3. Maintain Running Annual Average Distribution Chloramine Residual <4.0 mg/L 17-10 Major Goals • Maintain water quality necessary to be classified as "Meeting Optimum Corrosion Control" by TCEQ. • Maintain "Superior Public Water System" status. • Maintain Optimization Standards as classified by TCEQ's Texas Optimization Program. • Develop and maintain a staff of highly trained water professionals to better serve customers. Major Objectives • Produce 12.25 MOD of finished water. • Maintain finished water turbidity consistently less than 0.1 NTU. • Maintain compliance with all TCEQ and EPA regulations Actual Budget Estimated Projected 2012-13 2013-14 2013-14 2014-15 8 8 8 8 12.25 12.25 12.25 12.25 12.25 12.25 12.25 12.25 365 365 365 365 365 365 365 365 365 365 365 365 BAYTOWN AREA WATER AUTHORITY FUND 510 BUDGETSUMMARYBYFUND Actual Budget Estimated 2012-13 2013-14 2013-14 Revenues Sale of Water-Baytown $ 9,816,742 $ 10,148,716 $ 10,402,456 Sale of Water -Other 1,349,023 1,181,943 1,453,562 Interest Revenue 2,731 1,600 1,900 Miscellaneous 2,158 Transfer From W &S Fund & WWIS Fund 6I,038 64,938 64,938 Total Revenues 11,923,401 11,397,197 11,922,856 Expenditures Personnel Services 958,011 I,089,342 1,049,853 Supplies 3,388,413 3,384,267 3,798,796 Maintenance 280,397 198,300 210,300 Services 702,073 821,455 630,009 Total Operating 5,328,894 5,493,364 5,688,958 Capital Outlay 71,096 7I,747 70,443 Transfers Out -Debt Service 2,429,733 2,427,I33 2,427,133 Transfers Out -General Fund 250,000 250,000 250,000 Transfers Out -Capital Improvement 1,445,000 3,095,000 3,095,000 Contingency 106,259 106,259 Total Expenditures 9,524,723 1 I,443,503 I 1,637,793 Excess (Deficit) Revenues Over Expenditures 2,398,678 (46,306) 285,063 Working Capital -Beginning 3,543,8 I I 5,740,219 5,740,219 Adj. to convert budget basis to GAAP (202,270) Working Capital-Ending $ 5,740,2I9 $ 5,693,9I3 $ 6,025,282 No. of Working Capital Days 220 182 189 Adopted 2014-15 $ 10,714,529 1,497,169 2,000 63,700 12,277,398 1,139,112 3,945,542 222,300 661,118 5,968,072 197,747 2,947,903 350,000 4,000,000 75,000 13,538,722 (1,261,324) 6,025,282 $ 4,763,958 128 17-11 CITY OF BAYTOWN SERVICE LEVEL BUDGET I3070BAYTOWN AREA WATERAUTHORITY Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 7100 Personnel Services 71031 Contract Personnel Services $ 958,011 $ 1,089,342 $ 1,049,853 $ 1,139,112 Total Personnel Services 958,011 1,089,342 1,049,853 1,139,112 7200 Supplies 72001 Office 3,982 2,900 2,900 2,900 72002 Postage 284 320 500 500 72007 Wearing Apparel 4,165 5,500 5,500 6,000 72016 Motor Vehicle 25,715 8,500 28,000 16,000 72021 Minor Tools 2,721 1,540 1,540 1,540 72026 Cleaning & Janitorial 1,630 2,000 2,000 2,000 72031 Chemical 554,072 587,000 587,000 600,000 72032 Medical 628 900 900 900 72041 Educational 1,645 2,000 2,000 2,000 72051 Untreated Water 2,773,503 2,751,607 3,146,456 3,291,702 72055 Laboratory Supplies 20,068 22,000 22,000 22,000 Total Supplies 3,388,413 3,384,267 3,798,796 3,945,542 7300 Maintenance 73011 Buildings 14,137 6,300 6,300 6,300 73027 Heating & Cooling System 620 5,500 5,500 5,500 73028 Electrical Maintenance 38,386 30,000 40,000 30,000 73041 Furniture & Fixtures 2,500 2,500 1,000 73042 Machinery & Equipment 217,553 152,000 152,000 175,000 73043 Motor Vehicles 9,701 2,000 4,000 4,500 Total Maintenance 280,397 198,300 210,300 222,300 7400 Services 74001 Communication 4,901 4,673 4,673 3,060 74002 Electric Service 483,780 690,000 500,000 500,000 74011 Equipment Rental 9,984 10,250 10,250 10,250 74021 Special Services 175,711 88,000 88,000 120,000 74022 Audits 11,483 13,150 13,150 13,150 74036 Advertising 110 500 500 500 74041 Travel & Reimbursables 109 74042 Education & Training 8,927 8,000 8,000 8,000 74071 Association Dues 713 800 800 600 74210 General Liability Insurance 160 160 74220 Errors & Omissions 635 635 74240 Auto Liability 733 651 74241 Auto Collision 535 535 642 74242 Auto Catastrophic 535 74271 Mobile Equipment 174 174 174 209 74272 Real & Personal Property 3,827 3,022 3,022 3,626 74277 Flood Insurance 805 805 966 74280 Bonds 18 100 100 115 74281 Employee Fraud 273 Total Services 702,073 821,455 630,009 661,118 Total Operating 5,328,894 5,493,364 5,688,958 5,968,072 17-12 CITY OF BAYTOWN SERVICE LEVEL BUDGET 13070 BAYTOWN AREA WATER AUTHORITY Actual Budget Estimated Adopted Acct# Acct Descri tion 2012-13 2013-14 2013-14 2014-15 8000 Capital Outlay 80001 Furniture & Equipment <$5,000 71,096 84042 Machinery & Equipment 100,000 84043 Motor Vehicles 26,000 86011 Capital Lease Purchases 71,747 70,443 71,747 Total Capital Outlay 71,096 71,747 70,443 197,747 9000 Other Financing Uses 92101 To General Fund 250,000 250,000 250,000 350,000 91511 To BA W A Debt Service 2,429,733 2,427,133 2,427,133 2,947,903 91518 To BAWACIPF 1,445,000 3,095,000 3,095,000 4,000,000 Total Other Financing Uses 4,124,733 5,772,133 5,772,133 7,297,903 9900 Contingencies 99001 Contingencies 106,259 106,259 75,000 Total Contingencies 106,259 106,259 75,000 TOTAL DEPARTMENT $ 9,524,723 $ II ,443,503 $ II,637,793 $ 13,538,722 17-13 BA W A-CAPITAL IMPROVEMENT PROGRAM FUND 518 BUDGETSUMMARYBYFUND -.....) Carried-Carried- I -Actual forward Adopted Budget Estimated forward Allocation Budget ~ 2012-13 2012-13 2013-14 2013-14 2013-14 2013-14 2014-15 2014-15 Revenues Transfer In from Operating Fund $ 1,445,000 $ -$ 3,095,000 $ 3,095,000 $ 3,095,000 $ -$ 4,000,000 $ 4,000,000 Interest Revenue 3,870 3,000 3,000 3,878 3,000 3,000 Total Revenues 1,448,870 3,098,000 3,098,000 3,098,878 4,003,000 4,003,000 Expenditures Thompson Rd Utility Relocation 46,382 46,382 46,382 46,382 BA WA Valve Project 111,969 184,400 184,400 49,643 134,757 134,757 East Plant Feasibility Study 40,987 9,013 9,013 9,013 BA W A East Plant Engineering 2,500,000 2,500,000 2,500,000 1,400,000 3,900,000 SCADA System 1,000,000 1,000,000 1,000,000 1,000,000 Flocculator Equipment 100,000 100,000 98,477 100,000 100,000 Actuators 175,000 175,000 155,000 Waterline-Thompson & Cedar Bayou 251,236 Chlorine Room Improvements 250,000 250,000 176,500 Decant Pumps 90,000 Thompson Rd Line Improvements (36") 350,000 350,000 Chemical Feed System Improvements 465,000 465,000 New Capital Project Initiatives 1,707,502 1,707,502 1,317,502 200,000 1,517,502 Total Expenditures 152,956 1,947,297 4,025,000 5,972,297 829,869 4,998,641 2,515,000 7,513,641 Excess (Deficit) Revenues Over Expenditures 1,295,914 (1,947,297) (2,874,297) 2,269,009 ( 4,998,641) 1,488,000 (3,51 0,641) Working Capital-Beginning 3,665,105 4,961,019 4,961,019 4,961,019 7,230,028 2,231,387 $ 7,230,028 Working Capital-Ending $ 4,961,019 $ 3,013,722 $ -$ 2,086,722 $ 7,230,028 $ 2,231,387 $ 3,719,387 $ 3,719,387 Revenue Bonds Senes,2006 Series, 2007 Series, 2012 $3.000 "" $2.500 1 $2.000 ~SLSOO .5 E SI.OOO J so.soo $0.000 $ BAYTOWN AREA WATER AUTHORITY REVENUE BONDS LONG TERM DEBT AMORTIZATION SCHEDULES Amount of Issue 9,975,000 6,505,000 8,315,000 Total Principal Requirements Outstanding Fiscal Year 2014-15 $ $ Oct. 1, 2014 Principal Interest Total 5,420,000 $ 620,000 $ 152,690 $ 772,690 4,180,000 775,000 171,613 946,613 7,320,000 520,000 187,100 707,100 16,920,000 $ 1,915,000 $ 511,403 $ 2,426,403 Combined BAWA Debt, All Series Debt Requirements to Maturity Fiscal Principal Year 5/01 2015 1,915,000 2016 1,980,000 2017 2,030,000 2018 2,090,000 2019 2,165,000 2020 1,290,000 2021 1,025,000 2022 985,000 2023 300,000 2024 310,000 2025 315,000 2026 325,000 2027 335,000 2028 345,000 2029 360,000 2030 370,000 2031 385,000 2032 395,000 Total $16,920,000 Combined BA WA Debt, All Series Debt Requirement to Maturity $ Total Interest Re uirement 511,403 2,426,403 453,573 2,433,573 393,393 2,423,393 331,181 2,421,181 264,518 2,429,518 195,060 1,485,060 162,870 1,187,870 135,755 1,120,755 108,394 408,394 100,894 410,894 92,369 407,369 82,919 407,919 73,169 408,169 62,700 407,700 51,488 411,488 39,788 409,788 27,300 412,300 13,825 408,825 3,100,595 $ 20,020,595 Principal Outstanding Sept. 30, 2015 $ 4,800,000 3,405,000 6,800,000 $ 15,005,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 Fiscal Year 17-15 BAYTOWN AREA WATER AUTHORITY REVENUE BONDS DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Total Year Rate Due 5/01 Due 11/01 Due 5/01 Re uirement Outstandin Outstandin I Revenue Bond, Series 2006 Date of Issue-June 14, 2006 Term-20 Years I $ 12,113,711 2007 2.250% $ 595,000 $ 2,115.00 $ 51,400 $ 648,515 $ 9,380,000 11,465,196 2008 2.250% 530,000 77,040 107,112 714,152 8,850,000 10,751,044 2009 2.300% 540,000 103,045 107,542 750,587 8,310,000 10,000,457 2010 2.300% 550,000 104,650 111,509 766,159 7,760,000 9,234,299 2011 2.350% 565,000 105,184 105,184 775,368 7,195,000 8,458,931 2012 2.400% 580,000 98,545 98,545 777,090 6,615,000 7,681,841 2013 2.500% 590,000 91,585 91,585 773,170 6,025,000 6,908,671 2014 2.600% 605,000 84,210 84,210 773,420 5,420,000 6,135,251 2015 2.650% 620,000 76,345 76,345 772,690 4,8oo,ooo 1 5,362,561 2016 2.700% 640,000 68,130 68,130 776,260 4,160,000 4,586,301 2017 2.750% 655,000 59,490 59,490 773,980 3,505,000 3,812,321 2018 2.800% 675,000 50,484 50,484 775,968 2,830,000 3,036,353 2019 2.850% 695,000 41,034 41,034 777,068 2,135,000 2,259,285 2020 2.900% 710,000 31 t 130 311130 772,260 1,425,000 1,487,025 2021 2.900% 735,000 20,835 20,835 776,670 690,000 710,355 2022 2.950% 690,000 10,178 10,178 710,355 $ 9,975,000 $ 1,024,000 $ 1,114,711 $ 12,113,711 I Rev. Refunding Bond, Series 2007 Date of Issue -Februa!11, 2007 Term -13 Yearsl $ 8,842,941 2007 $ -$ $ 66,153 $ 66,153 $ 6,505,000 8,776,788 2008 4.000% 40,000 132,306 132,306 304,613 6,465,000 8,472,175 2009 4.000% 40,000 131,506 131,506 303,013 6,425,000 8,169,163 2010 4.000% 45,000 130,706 130,706 306,413 6,380,000 7,862,750 2011 4.000% 45,000 129,806 129,806 304,613 6,335,000 7,558,138 2012 4.000% 695,000 128,906 128,906 952,813 5,640,000 6,605,325 2013 4.000% 715,000 115,006 115,006 945,013 4,925,000 5,660,313 2014 4.000% 745,000 100,706 100,706 946,413 4,180,000 4,713,900 2015 4.000% 775,000 85,806 85,806 946,613 3,4o5.ooo 1 3,767,288 2016 4.000% 805,000 70,306 70,306 945,613 2,600,000 2,821,675 2017 4.000% 835,000 54,206 54,206 943,413 1,765,000 1,878,263 2018 4.250% 865,000 37,506 37,506 940,013 900,000 938,250 2019 4.250% 900,000 19,125 19,125 938,250 $ 6,505,000 $ 1,135,894 $ 1,202,047 $ 8,842,941 17-16 BAYTOWN AREA WATER AUTHORITY REVENUE BONDS DETAIL DEBT AMORTIZATION SCHEDULES Fiscal Interest Principal Interest Interest Annual Principal Total Year Rate Due 5/01 Due 11/01 Due 5/01 Re uirement Outstandin Outstandin !Revenue Bond & 2002 Series Refunding-Series 2012 Issue Date -March 29, 2012 Term-20 Yrs I $ 10,590,294 2013 2.000% $ 485,000 $ 123,050 $ 103,500 $ 711,550 $ 7,830,000 9,878,744 2014 2.000% 510,000 98,650 98,650 707,300 7,320,000 9,171,444 2015 2.000% 520,000 93,550 93,550 707,100 6,8oo.ooo 1 8,464,344 2016 2.000% 535,000 88,350 88,350 711,700 6,265,000 7,752,644 2017 2.000% 540,000 83,000 83,000 706,000 5,725,000 7,046,644 2018 2.000% 550,000 77,600 77,600 705,200 5,175,000 6,341,444 2019 2.000% 570,000 72,100 72,100 714,200 4,605,000 5,627,244 2020 2.000% 580,000 66,400 66,400 712,800 4,025,000 4,914,444 2021 2.000% 290,000 60,600 60,600 411,200 3,735,000 4,503,244 2022 2.375% 295,000 57,700 57,700 410,400 3,440,000 4,092,844 2023 2.500% 300,000 54,197 54,197 408,394 3,140,000 3,684,450 2024 2.750% 310,000 50,447 50,447 410,894 2,830,000 3,273,556 2025 3.000% 315,000 46,184 46,184 407,369 2,515,000 2,866,188 2026 3.000% 325,000 41,459 41,459 407,919 2,190,000 2,458,269 2027 3.125% 335,000 36,584 36,584 408,169 1,855,000 2,050,100 2028 3.250% 345,000 31,350 31,350 407,700 1,510,000 1,642,400 2029 3.250% 360,000 25,744 25,744 411,488 1,150,000 1,230,913 2030 3.375% 370,000 19,894 19,894 409,788 780,000 821,125 2031 3.500% 385,000 13,650 13,650 412,300 395,000 408,825 2032 3.500% 395,000 6,913 6,913 408,825 $ 8,315,000 $ 1,147,422 $ 1,127,872 $ 10,590,294 17-17 Effective Month/Year 04/81 02/83 10/86 10/87 01/88 08/88 07/89 08/90 02/92 10/93 10/94 06/04 04/05 04/06 04/07 04/08 04/09 04/10 06/10 04/11 04/12 04/13 04/14 17-18 CITY OF HOUSTON UNTREATED WATER RATES Rate .22142 .24157 .25123 .28022 .26591 FIRST 150 MGD/PER 1,000, .26113 NEXT 150 MGD .28426 FIRST 300 MGD/PER 1,000, .27915 NEXT 300 MGD .29344 FIRST 300 MGDIPER 1,000, .28817 NEXT 300 MGD .31178 FIRST 300 MGDIPER 1,000, .30618 NEXT 300 MGD .31820 FIRST 300 MGD/PER 1,000, .31249 NEXT 300 MGD .32907 FIRST 300 MGD/PER 1,000, .32316 NEXT 300 MGD .37192 (GRACE UP TO 13.1 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 11.9) .385 (GRACE UP TO 13.1 MGD. IF WE GO OVER, THEN 5%) ADDED TO ANYTHING OVER 11.9) .398 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .4123 (GRACE UP TO 17.38 MGD. IF WE GO OVER. THEN 5% ADDED TO ANYTHING OVER 15.8) .4238 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .4314 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .4533 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .4546 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .5647 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .5754 (GRACE UP TO 17.38 MGD. IF WE GO OVER. THEN 5% ADDED TO ANYTHING OVER 15.8) .59439 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .61580 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) .6232 (GRACE UP TO 17.38 MGD. IF WE GO OVER, THEN 5% ADDED TO ANYTHING OVER 15.8) TREATED WATER RATES City Other Rate/1,000 Rate/1,000 Increase-Increase- Year gallons Gallons City Other Comments 1981 $0.97 $0.97 1985-1987 $0.97 $1.00 $0.00 $0.03 !Result of nsmg operatmg cost. (Raw water rates 1988-1992 $1.07 $1.10 $0.10 $0.10 up 25%) 1993-1998 $1.18 $1.21 $0.11 $0.11 Result of mcrease m raw water rates. 1999-2006 $1.26 $1.29 $0.08 $0.08 Fundmg for plant expansiOn debt lfundmg tor new water hne debt and C1ty of 2006-2007 $1.39 $1.42 $0.13 $0.13 Houston rate increase. fFundmg tor new water lme debt and City ot 2007-2008 $1.46 $1.49 $0.07 $0.07 Houston rate increase. Funding for new water line debt, other operating 2008-2009 $1.55 $1.58 $0.09 $0.09 increases and City of Houston rate increase. Funding for new water line debt, other operating 2009-2010 $1.71 $1.74 $0.16 $0.16 increases and City of Houston rate increase. Funding for new water line debt, other operating 2010-2011 $1.96 $1.99 $0.25 $0.25 increases and City of Houston rate increase. Funding for new water line debt, other operating 2011-2012 $2.15 $2.18 $0.19 $0.19 increases and City of Houston rate increase. Funding for new water line debt, other operating 2012-2013 $2.35 $2.39 $0.20 $0.21 increases and City of Houston rate increase. Funding for new water line debt, other operating 2013-2014 $2.53 $2.57 $0.18 $0.18 increases and City of Houston rate increase. Funding for new water line debt, other operating 2014-2015 $2.61 $2.65 $0.08 $0.08 increases and City of Houston rate increase. 17-19 CITY OF HOUSTQN _______ A_nn_ls_e_D • ...;..P.....;.ark_e;..;...r_ Public Works and Engineer.ing March 1, 2014 Dear Contract Treated Water Customer: Mayor Daniel w. Krueger Director P.O. Box 1562 Houston, Texas n251-1562 T. 832 395-2500 F. Fax Number www.houstontx.gov City of Houston Ordinance 2010-305 requires the Combined Utility System (CUS) to implement an annual rate adjustment to be effective April 1st of each year. The required water rate adjustment under the ordinance for April 1, 2014 is 1.2%. This rate adjustment is based on the Producer Price Index. This annual rate adjustment is intended to help cover cost increases that impact the provision of safe and clean drinking water. This includes operational costs as well as the costs involved in the repair and replacement of the System's aging infrastructure. The bill you receive in May will reflect a full month of the rate adjustment. Sincerely, Coundl Memben5: Branda StardfO Jerry Davis Ellen R. Cohen Owlgttt A. Boykins Cave Martin Richard Nguyen Oliver Pennington Edwa"' Gonzalez Rllbert Galfegcs Mike Laster Lany V. Green Stephen C. Costello David W. Roblnson Michael Kubosh C 0. ·erad· Bradford Jack Christie ConltORer. Ronald c. Green 17-20 ORDINANCE NO. 12,621 AN ORDINANCE OF THE C ITY COUNC IL OF THE CITY OF BAYTOWN, TEXAS , AP PROVING THE BUDGET FOR THE BAYTOWN AREA WATER AUT HORITY (BA W A) FOR THE FISCAL YEAR BEGINNING OC TOBER 1, 2014, AND ENDING SEPTEMBER 30, 2015; AND PROVIDING FOR THE EFFECTIVE DATE THEREOF. ********************************************************************************* WHEREAS, the Board of Di rectors of the Baytown Area Water Authority (BA W A) has ado pted a budget for BA WA for the fi scal year beginning Octobe r 1, 20 14, and ending September 30, 2015; an d WHEREAS, the General Manager ofBA WA has submitted said budget to the City Council of the City of Baytown for approval; and WHEREAS, after full and fin al cons ideration , it is the opin ion of the City Counci l of the City of Baytown that the bu dget should be approved; NOW THEREFORE BE IT ORDAINED BY THE CITY COUNC IL OF THE CITY OF BAYTOWN, TEXAS: Sect ion I : That the City Council of the Ci ty of Baytown, Texas, hereby appro ves the budget of the Baytown Area Water Aut hority (BA W A) for the fiscal year beginnjng October l , 20 14, and ending September 30, 20 15 , in the amount of THIRTEEN MILLION FIVE HUNDRED THIRTY-EIGHT THOUSAND SEVEN HUNDRED TWENTY -TWO AND NO /I 00 DOLLARS ($13 ,538 ,722.00). A copy of the ab ov e referenced budget for BA WA is att ached hereto, marked Exhibit "A," and made a part hereof for all intents and purposes . Section 2: This ordinan ce shall take effect immediately from and after its passage by the City Counc i l of the City of Baytown. INTRODUCED, READ and PASSED by the affirmati ve vote o ~City Council of the City of Ba}tov.n thi s the 28 th da y of Augu st, 2014 . . DONCARLOS, Mayor R·\Karcn\Files·city Counc il Ord inance s\2 0 I ~\Augu s1 28 \Ad up iBA W A.Bud ge rFY 14-15 doc 17-2 1 BAYTOWN 17-2 2 CRIME CONTROL AND PREVENTION DISTRICT (CCPD) On May 14, 20 I I the c iti zens vo t ed to conti nu e the Baytown C rime Control and Prevention Dis trict ded ic at ed t o crime r edu ctio n programs and th e ado ption of a p roposed local sales a nd use tax a t a ra te of on e-eig hth of on e percent (I /8%). BAYTOWN ~ 17-23 BAYTOWN 17-24 CITY OF BAYTOWN CRIME CONTROL AND PREVENTION DISTRICT (CCPD) ANNUAL PROGRAM OF SERVICES 2014-15 ADOPTED BUDGET BAYTOWN 17-25 17-2 6 CRIME CONTROL AND PREVENTION DISTRICT (CCPD) BOARD DIRECTORS RIKKI WHEELER, President PORTER FLEWELLEN, Vice President SAMUEL BARKER, Director JAMES COKER, Director CHRIS NAVARRE, Director RANDALL B. STRONG, Director DR. CHRIS L. WARFORD, Director CITY OF BAYTOWN CCPD (POLICE) FUND 206 BUDGET SUMMARY Actual Budget 2012-13 2013-14 Revenues Sales Tax $1,447,401 $ 1,491,465 Interest Income 403 350 Total Revenues 1,447,804 1,491,815 Expenditures Personnel 1,113,593 1,291,632 Supplies 4,517 9,250 Total Operating 1, I I 8, I I 0 1,300,882 Capital Outlay 207,497 445,770 Unforeseen/New Initiatives 90,126 Total Expenditures I,325,607 I,836,778 Excess (Deficit) Revenues Over Expenditures I22,197 (344,963) Working Capital-Beginning 474,959 597,156 Working Capital-Ending $ 597,156 $ 252,193 Estimated Adopted 2013-14 2014-15 $1,521,294 $1,536,507 80 80 1,521,374 1,536,587 1,358,997 1,453,572 9,250 I 0,375 1,368,247 I,463,947 481,270 I 00,680 I 00,000 1,849,5 I 7 I,664,627 (328,143) (128,040) 597,156 269,013 $ 269,013 $ I40,973 17-27 20601 CCPD (POLICE) Acct.# Account Name PERSONNEL SERVICES 71002 Regular Wages 71009 Overtime 71021 Health & Dental 71022 TMRS 71023 FICA 71028 Workers Compensation SUPPLIES 72007 Wearing Apparel CITY OF BAYTOWN DIVISION BUDGET WORKSHEET 2014-15 Justification TOTAL PERSONNEL SERVICES Regular Uniform Issue-(14) officers & (1) sergeant@ $400 each Body armor vests, new & replacement, 5 @ $875 each TOTAL SUPPLIES TOTAL OPERATING CAPITAL 84042 Machinery & Equipment Replacement of MDT Computers in existing & new patrol units, plus related equipment 24@ $3,320 Ballistic Door Panels 15@ $1,400 84043 Motor Vehicles *Vehicles not approved* CONTINGENCY 99002 Unforeseen/New Initiatives Contingency money & requires Board approval to spend 17-28 TOTAL CAPITAL OUTLAY TOTAL CONTINGENCY TOTAL-YEAR 2015 CCPD Amount $ 1,011,458 166,080 183,681 72,156 20,197 1,453,572 10,375 6,000 4,375 10,375 1,463,947 100,680 79,680 21,000 100,680 100,000 100,000 $ 1,664,627 ORDINANCE NO . 12,6 19 AN ORD INANC E O F TH E CITY COUNC IL OF TH E C IT Y OF BA YTOWN, T EXAS, AP PROVING TH E FI SCA L YEAR 2014 -15 BUDGET SU BMJTTE D BY THE BOA RD OF DI REC TORS OF THE BAYT OWN CRIM E CON T ROL AND PREV EN T ION DI ST RICT ; AN D PROV ID ING FOR T HE EFFECTIVE DATE THE RE O F. ************************************************************************************* \VHEREAS , in ac co rda nce with the al te rn ate bud ge t pr ocedu res of Baytown Cr ime Co ntrol an d Preve ntio n Dis tri ct (the "Di stri ct") and the publi shed not ice of the bud get hearings, th e Board of Directo rs of the Di st ri ct (t he "Board") co nd uc ted pub lic hearings to cons ide r th e Di strict's proposed annua l budget on th e gth day of Ju ly, 20 14; and WHEREAS , on the gth day of Ju ly, 20 14, after co nside ring t he proposed budge t together with the test im ony a nd info n nat ion rece ived at the pu blic hear ings, the Boa rd adop ted its 2014 -15 budget; and WHEREAS, w ith in ten days of the Boa rd's adoption of it s budget, the Board s ubmitted its a pp roved budge t to the City Co unc il of the C ity o f Baytow n, Texas; and WHEREAS, on the 14 th day of August, 20 14, the City Council o f the City of Baytown, Texas, held a publi c hearing to co nside r th e bud get adopted by the Board an d subm itted to the City Counci l in ac co rdance wi th th e pub lished hea rin g not ice; and WHEREA S, th e City Co unc il of the City of Baytown, after conside ring the submitted bu dget to ge th er w it h th e tes ti mony a nd info rm ation re ceived at the publ ic hea ring, bel ieves tha t the bu dget approved by the Board is co ns iste nt with th e inte res t of the res ide nt s o f the Dist ric t; NOW THEREF ORE, BE IT ORDAJ:-JE D BY T HE CIT Y COUNC IL OF T HE CITY OF BAYTOWN , TEXAS: Sectio n 1: Th at a ll matte rs and facts set forth in the rec it a ls he reinabove are foun d to be true and are app roved by the City Cou nc il of the C ity of Baytown, Texas. Section 2: T hat the City Co unci l of the City of Baytown, Texas hereby approves th e budget submit1ed by the Boa rd of the Baytown C rime Control and Prevention D istrict, whic h budget is attached he re to as Exh ibit "A" a nd incorpo rate d here in for a ll inte nts a nd purp oses fo r the Di stri ct's 20 14-15 fi sca l year. Sect ion 3: T hi s ordi nance sha ll take effect immed iate ly and after its passage by the City Counc il of the City of Baytown. IN T ROD UCE D, REA D a nd PASSED by th e affi rma t ive v. Baytown this the 28th day of Augus t, 2014 . APPROVE D AS TO FORJ\.11: itltrti£E z. SR, R .. Karen Ft lcs \City Counc ii'Ordinance s\20 14\August 28\ApprovmgCCPD 20 14-15Budget.doc 17 -29 BAYTOWN 17-30 FIRE CONTROL, PREVENTION AND EMERGENCY MEDICAL SERVICES DISTRICT (FCPEMSD) On May 14, 20 11 the citizens voted to con ti n ue t he Baytown Fire Control, Prevention, and Em ergency Medical Services D istrict dedicated to fi re safety and emergency med ical services and th e ado pti o n of a proposed loca l sa les a nd use tax at a rate of one-eight h of o ne percent (118%). BAYTOWN _ .. 17-3 1 BAYTOWN 17-32 CITY OF BAYTOWN FIRE CONTROL, PREVENTION AND EMERGENCY MEDICAL SERVICE DISTRICT (FCPEMSD) ANNUAL PROGRAM OF SERVICES 2014-15 ADOPTED BUDGET BAYTOWN 17-33 FIRE CONTROL, PREVENTION AND EMERGENCY MEDICAL SERVICES DISTRICT (FCPEMSD) BOARD DIRECTORS BRENDA BRADLEY SMITH, President JOHN ADKINS, Vice President GERALD BALDWIN, Director JAMES CARR, Director ADELINA GOMEZ-ABSHIRE, Director MAURICE WATTS, Director 17-34 CITY OF BAYTOWN FIRE -EMS SPECIAL DISTRICT FUND 207 BUDGET SUMMARY Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Sales Tax $I,454,209 $I,469,000 $I,498,380 $I,5I3,364 Interest Income 921 725 250 250 Total Revenues 1,455, I30 1,469,725 I,498,630 I,5I3,6I4 Expenditures Personnel II 0,023 655,638 468,277 298,299 Total Operating II 0,023 655,638 468,277 298,299 Capital Outlay 47,709 I89,I76 I88,0 I3 341,894 To Capital Replacement Fund 400,000 400,000 400,000 600,000 To Capital Improvement Prg 648,750 600,000 600,000 700,000 Contingency 15,000 Total Expenditures 1,206,482 I,844,814 1,656,290 1,955,193 Excess (Deficit) Revenues Over Expenditures 248,648 (375,089) (157,660) (441,579) Working Capital-Beginning 943,042 1,19I,690 I, 191,690 1,034,030 Working Capital-Ending $I, I91,690 $ 816,601 $1,034,030 $ 592,451 17-35 CITY OF BAYTOWN FIRE -EMS SPECIAL DISTRICT FUND 207 SPECIAL DISTRICT-FIRE/EMS -20701 Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Expenditures 71002 Regular Wages $ 75,536 $ 158,134 $ 99,351 $ 113,467 71 009 Overtime 631 307,458 232,277 100,000 71 021 Health & Dental 8,576 20,130 15,713 22,144 71022 TMRS 14,515 108,798 78,564 39,736 71023 FICA 5,754 44,637 32,054 16,099 71028 Workers Comp 1,397 9,281 6,718 3,253 71 041 Allowances 3,614 7,200 3,600 3,600 Personnel 110,023 655,638 468,277 298,299 Total Operating 110,023 655,638 468,277 298,299 80001 Furniture & Equip <$5,000 19,238 13,584 84042 Machinery & Equipment 28,471 69,100 68,002 170,300 84043 Motor Vehicles 91,900 91,900 127,000 84045 Radio & Testing Equipment 28,176 28, Ill 31,010 Total Capital 47,709 189,176 188,013 341,894 91350 To Capital Replacement Fund 400,000 400,000 400,000 600,000 91351 To Capital Improvement Prg 648,750 600,000 600,000 700,000 Total Transfers Out 1,048,750 1,000,000 1,000,000 1,300,000 9900 I Contingency 15,000 Total Transfers Out 15,000 Total Expenditures $1,206,482 $1,844,814 $1,656,290 $1,955,193 17-36 CITY OF BAYTOWN DIVISION BUDGET WORKSHEET 2014-15 20701 Special District-Fire Acct.# Account Name Justification 7100 Personnel Services 7I 002 Regular Wages 71 009 Overtime 7I 021 Health & Dental 71022 TMRS 71023 FICA 7I028 Workers Compensation 7I 041 Allowances TOTAL PERSONNEL SERVICES 8000 Capital Outlay 8000 1 Furniture & Equip <$5000 NEW #7 -Paramedic Protocol Provider Software NEW #8 -Zoll Medical repairs not covered by warranty NEW #II -License (I) Disconnect and ( 1) LAN for Medic 4 NEW # 12 -Stryker Ambulance Stretcher Battered ARP NEW # I3 -Lucas Replacement Batteries ARP NEW # 14 -Projector for Fire Training Field 84042 Machinery & Equipment NEW #3 -Stryker Power Pro XT (Ambulance Stretcher) ARP NEW #4-Lucas II Device (Compression Device) forM 4 NEW #5 -Warranty Cost for existing Zoll ECG's 4 yr. NEW #6 -Medical Active Shooter Kits NEW #9-Zoll AED Program Battery and Pad Replacement NEW #I 0 -(2) Zoll X Series 12 Lead ECG and ETC02 NEW # 15 -Cisco switch and licenses for network NEW # 16 -Laptops (6) for Fire Train.ing Facility NEW # 17 -Laptops (5) for Medic 4 84043 Motor Vehicles NEW #2 -Remount (I) 2008 Frazer Type I 14' Generator 84045 Radio & Testing Equipment NEW # 18 -Voice Amplifiers ARP NEW # I9 -Scott HAZMA T Radio Interface Houston Spec NEW #20 -Portable Radios (2) 154HZ Annual Replacement NEW #21 -Drop In Chargers for Portable Radios -ARP NEW #22-Sigtronic Headsets (6) ARP TOTAL CAPITAL OUTLAY 1,500 5,000 3,184 1,100 1,300 1,500 I5,000 16,000 I8,500 I2,000 1,000 70,000 8,000 7,000 22,800 127,000 3,465 15,445 7,600 2,000 $ Amount II3,467 IOO,OOO 22,I44 39,736 I6,099 3,253 3,600 298,299 I3,584 170,300 I27,000 31,010 2,500----- 341,894 17-37 CITY OF BAYTOWN DIVISION BUDGET WORKSHEET 2014-15 20701 Special District-Fire Acct.# Account Name Justification 9000 Other Financing Uses 91350 To Gen Capital Proj Fund NEW #I -Fire Technology and Capital Equipment -APPAR 91351 To Capital lmprovemnt Prg NEW -Construction of Fire Training Facility NEW -Radio Equipment -Communications 9900 Contingency 9900 I Contingencies Allowance for possible salary increase 17-38 TOTAL TRANSFERS OUT TOTAL CONTINGENCY TOTAL FCPEMSD Amount 600,000 600,000 700,000 600,000 100,000----- 1,300,000 15,000 15,000 ----- 15,000 $ 1,955,193 ORDfNANCE NO . 12,620 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF BAYTOWN , TEXAS, APPROV ING THE FISCAL YEAR 2014-15 BUDGET SUBM ITTED BY THE BOARD OF DIRECTORS OF THE SA YTOWN FIRE CONTROL, PREVENT ION, AND EMERGENCY ME DI CAL SERVICES DISTRICT; AND PROVIDING FOR THE EFF ECTIVE DATE THEREOF. **********************************************************•************************** WHEREAS, in accordance with th e a lt emate budget procedu re of the Baytown Fire Control, Pre vention and Emergency Me di ca l Serv ices District (the "District") and th e publi s hed notice of th e budget hea ring, th e Board of Di rectors of the Dist ri ct (the "Board") conducted a public hearing to consider the Di strict's proposed annual budget on the 15th day of July, 20 14; and WHEREAS, on th e l 5th day of Jul y, 2014, afte r cons ide ri ng th e propo sed budget tog ether with the testimony and informat ion received at the pub li c hearin g, the Board adopted its 20 14-15 budget ; and WHEREAS, wit hin ten days of the Board's adoption of it s budget, the Board submitted it s approved budget to the City Cou ncil ofthe City of Baytown, Texas; and WHEREAS, on th e 14th day of August, 2014, the City Counc il of the City of Baytown, Te xas, held a public hearing to consider the budget adop ted by th e Board and submitted to th e C ity Council in acco rdance with the published hearing notic e; and WHEREAS, the City Co uncil of the City of Baytown, after considering th e subm itted budget toget her with t he te st imony and infom1at ion recei ved at the publ ic hearing, beli eves that the budget approved by the Board is consi sten t with the intere st of the res idents of the District ; NOW T HEREFORE, BE IT ORDAINED BY THE CITY COUNC IL OF THE CITY OF BAYTOWN , TEXA S: Section I : That all matters and facts set fort h in th e recita ls herein above are found to be tru e and are approved by the City Co un ci l of th e City of Baytown, Texas. Section 2: That the City Council of th e C ity of Baytown , Texas hereby approves the bud get subm itted by th e Board of th e Baytown Fire Contro l, Prevention and Emergency Medical Serv ic es District, wh ich budge t is attached hereto as ExJ1ibi t "A" and incorporated here in for all intents and purposes for th e Di st ri ct 's 20 14-1 5 fisca l year. Sect ion 3: This o rdin ance sha ll take effect immedi from and after its passage by th e City Co un ci l of the City of Baytown. INTROD UCED , READ and PASSED by the affim1ati Baytown this the 28th day of August, 2014. . DONCARLOS , Mayor APPROVED AS TO FORM: R. Kar~n\Fil es\Ci[} Coun ct l Ordanan c~s 10 14\A ugu st 28 \Ap prov mgFCPEMSD20 14 -I SBudget.doc 17-39 BAYTOWN 17-40 MUNICIPAL DEVELOPMENT DISTRICT On May 5 , 200 I , in the general election, the cit izens of the City of Baytown voted to authorize the creation of the Baytown Municipal Development District and the imposition of a sales and use tax at the rate of one-h a lf of one percent for the purpose of financing economic development projects that provide economic benefit and di vers ify the economic base of the community. BAYTOWN ... -- 17-4 1 BAYTOWN 17 -42 CITY OF BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT (MDD) ADOPTED PROJECTS BUDGET 2014-15 BAYTOWN 17-4 3 CITY OF BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT (MDD) 17-44 ADOPTED PROJECTS BUDGET 2014-15 BAYTOWN ~ Robert D. Leiper Ignacio Ramirez Louise Richman Leticia Brysch General Manager General Counsel Finance Officer Assistant Secretary CITY OF BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT (MDD) DIRECTORS STEPHEN H. DONCARLOS, President CHRIS PRESLEY, Vice President REGGIE BREWER, Secretary BRANDON CAPETILLO, Director GARY ENGLERT, Director MARY HERNANDEZ, Director ROBERT C. HOSKINS , Director DAVID P. JIRRELS , Director DAVID MCCARTNEY, Director MERCEDES RENTERIA III, Director TERRY SAIN, Director BAYTOWN ... 17-4 5 BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT August 7, 2014 President and Directors of the Municipal Development District Board I am pleased to present the adopted 2014-15 budget for the Baytown Municipal Development District (MOD). The 2014-15 budget year promises to be another outstanding year for growth and economic development in the Baytown area. Home sales are improving , commercial development is continuing and recently announced industrial expansion projects will keep Baytown moving forward. We look forward to re vi ewing this budget with you in the coming months. Listed below are the highlights of revenues and expenditures. Revenues -Based on current year sales tax rece ipts we anticipate revenues to increase in the next fiscal year. Sales ta x revenue for 2014-15 is projected at $5,700,000 which is a 2 . 7% increase over current year estimated collections. Along with interest income and loan repayments total revenues for 2014-15 are projected at $5,754,200. Expenditures -The MOD projects for funding all play a significant role in the economic development and quality of life in our City. The allocations for projects in 2014-15 are classified in one of the following three (3) priorities : o Priority: Projects or expenditures designed to promote new or expanded business activity that create or retain primary jobs : ~ Development of New and Expansion of Existing Businesses and Industry )> Economic Development Foundation -Basic Service ~ Economic De ve lopment Foundation -Special Projects ~ Property Acquisition for Economic Development o Priority: Projects which provide infrastructure for economic development: ~ Land Acquisition for New Thoroughfares 17-46 ~ City Gateway Project ~ State Infrastructure Bank Loan Repayment -De cker Dr to SH 146 S Flyover ~ Texas Avenue Streetscape and Town Square Project ~ Cost Share with Developers for Upsizing Utilities ,. Northeast Wastewater Treatment Plant-Debt Service to fund 60% of design and construction ~ West District Plant Expansion -Debt Service to fund 60% of design ; 50% of construction ~ Garth Road Traffic Engineering o Priority: Projects that improve a community's quality of life, including parks, athletic facilities, etc: );> Pirates Bay Waterpark Construction Debt Service );> Pirates Bay Waterpark Expansion Debt Service );> Baytown Sports League Improvements );> Goose Creek Trail -Phase VI );> Land Acquisition -Future Parks );> East Road Fields-Lighting and Wiring (new) );> GLO/CMP Grant Match for Tabbs Bay Cleanup );> Median Beautification Crew );> Community Service Supervisor );> Roseland Spray Park Renovations (new) );> Special Needs Playground (new) Additional narrative on each of the foregoing projects is included in the "Major Budget Issues " section of the budget packet. Project administration costs of $300,000 are included to reimburse the General Fund for administrative , engineering and financial support of the MOD . There is no allocation for unforeseen/new initiatives this year. However, there are previously allocated funds to this account that are still available. These funds provide flexibility to allow the Board to utilize MOD funds to secure federal, state and local grant funds when available and to enhance and expand the impact that the MOD has on the economic development of the community as opportunities arise. It will also allow funding for unexpected or inflationary increases on project costs, if needed. We are excited about the economic development accomplishments in Baytown and look forward to continuing our growth and development into the future . Sincerely, Robert D. Leiper General Manager 17-4 7 MUNICIPAL DEVELOPMENT DISTRICT MAJOR BUDGET ISSUES Fiscal Year 2014-15 On May 5, 2001, in the general election, the citizens of the City of Baytown voted to authorize the creation of the Baytown Municipal Development District (MDD) and the imposition of a sales and use tax at the rate of one-half of one percent for the purpose of financing economic development and parks projects that provide economic benefit, diversify the economic base of the community and improve our quality of life. The board is composed of the Mayor, six council members and four at-large resident members. REVENUES -Based on current year sales tax receipts we anticipate revenues to increase in the next fiscal year. Sales tax revenue for 2014-15 is projected at $5,700,000 which is a 2.7% increase over current year estimated collections. Along with interest income and loan repayments total revenues for 2014-15 are projected at $5,754,200. EXPENDITURES-Included in this year's program are economic development projects and improvements in the areas of streets, drainage, sidewalks, signalization, utilities and parks. Generally, project costs may include functions such as services, construction or debt service on long-term construction projects. Project administration costs of $300,000 are included to reimburse the General Fund for administrative, engineering and financial support of the MDD. PROJECTS Development ofNew and Expansion of Existing Businesses and Industry A significant function of this budget allocation is the development of new and expansion of existing businesses. These projects are critically important in light of the State Implementation Plan's potential impact on the petro-chemical industry and underscore our need to diversify our economic foundation. $150,000 Economic Development Foundation-Basic Economic Development Services This provides continued funding for the basic economic development services contract with the Baytown Area/West Chambers County Economic Development Foundation (EDF). $250,000 Economic Development Foundation-Special Economic Development Projects The current MDD budget includes continued funding for a special projects contract with the EDF. The provisions of this contract are requested and approved on an annual basis. $100,000 Property Acquisition for Economic Development This allocation provides funding to purchase property that may become available to be used for future economic development purposes. Some of the projects discussed elsewhere in this report may require additional property acquisition. $100,000 Land Acquisition for new Thoroughfares Funds to purchase rights-of-way for roadway development or expansion. $100,000 City Gateway Monument Additional funding for the current project at the Hartman Bridge. $150,000 17-48 State Infrastructure Bank Loan Repayment-Decker Drive to Highway 146 S. Flyover The MDD financed a $1,000,000 loan from the Texas State Infrastructure Bank (SIB) for a Decker Drive to Highway 146 South flyover project. This funding, combined with matching funds from the November 2007 bond election, allowed for completion of the Decker Drive to Highway 146 South flyover. The current project funding eliminates the "braided" on and off ramps. The postponement of the construction of these ramps would have impaired mobility in the area. The State matched our $2 million contribution to provide the $4 million necessary to complete all elements of this flyover. Eligible projects must be on the state highway system and be included in the Statewide Transportation Improvement Plan. $148,957 Texas Avenue Streetscape and Town Square Project The budget includes continued funding and expands the scope of the project to include the Phase One development of a Town Square in the city-owned block bounded by Texas, Gaillard, Pearce and Ashbel. The project adopted for FY 2015 also includes extending the Streetscape Project from Gaillard to Ashbel, including the Ashbel intersection. Phase One of the Town Square is very innovative and includes the Bond-funded water feature in the form of a fountain. The fountain will serve as centerpiece of a round plaza that would serve as the platform for a portable ice rink for the 2015 Christmas holiday season. The fountain would be designed such that it would be covered by a large Christmas tree resulting in a much improved community tree lighting event and ice skating around the community Christmas tree. A set of permanent restrooms will be constructed as will a matching building for storage, fountain equipment and the skate concession center. An area for food trucks is envisioned along Gaillard and there is a large grassy area for concerts, farmers markets and other gathering events. Future phases include a stage and/or other structures. The City owns over Y2 acre across Pearce from the Town Square and funding is included for public off-street parking to complement the parallel curbside parking around the block. The anticipated development of Ken Pridgeon's Portrait of a Warrior Memorial Art Gallery on the east side of Ashbel would provide additional public parking. The City also owns a tract at Jones and Pearce that can be developed into additional parking, especially if the Brunson project comes to fruition. The total project cost is $1,750,000. Funding previously transferred to the Downtown Quiet Zone Project is not needed for that project and is returned to this project resulting in available funding, subject to the Board's allocation of $500,000, of $1,264,967. The downtown water feature has $290,000 in bond funds available and $250,000 in Street Maintenance Sales Tax will be allocated to assist with funding the roadway portion of the Streetscape. This is an ambitious project but the timing may be just right given the current boom times in Baytown. $500,000 Garth Road Traffic Engineering This funding continues support for traffic congestion mitigation along the Garth Road corridor. These funds will be utilized when outside engineering/design expertise is required. The vast majority of the projects to date have been designed in-house. $15,000 Economic Development Cost Share with Developers This funding allows the City to have the ability to upsize utility lines installed by developers to meet future water and sewer needs for undeveloped areas serviced by the same lines. $100,000 Northeast Wastewater Treatment Plant-Debt Service The confirmed growth and development within the City necessitated the design and construction of the Northeast Wastewater Treatment facility. The project is estimated at $28,500,000 with 60% ($17, 1 00,000) of the funding from the MDD. The remaining 40% ($11 ,400,000) is funded 17-49 from the Water and Sewer Fund. This allocation includes the current year principal and interest payment on multiple debt issuances by the Texas Water Development Board (TWDB) loan and Certificates of Obligation. $1,302,255 West District Plant Expansion-Debt Service The construction to expand the facility with a new 4.0 million gallon per day (MOD) treatment facility is complete. This expansion increased the facility to 8 MOD. MDD has reimbursed the City for 60%, or $1.2 million, of the design costs of approximately $2,000,000, which was authorized in the 2005-06 and 2006-07 budgets. The City issued Series 2008 Certificates of Obligation to finance the total construction costs of the project which is estimated at $27,600,000. MDD will provide 50% funding for the 20 year debt service. This allocation funds the current year debt service requirement. $1,009,356 Aquatic Facilities-Debt Service Pirate's Bay Waterpark opened in 2010 and was funded with $4 million authorized in the November 2007 bond election and the issuance of $6 million in Certificates of Obligation in early 2010. MDD is funding the debt service on the $6 million in CO's. This allocation funds the current year debt service requirement. $437,888 Pirates Bay Waterpark Expansion -Debt Service Attendance and popularity continue to be greater than anticipated with the waterpark's capacity limiting tickets sales on a regular basis. The development of a multi-phased Pirates Bay Expansion Master Plan is in progress. MDD funding of the North Main water and sewer project debt service has been shifted to the Water and Sewer Fund to provide $5.5 million in MDD debt capacity to help fund the expansion. This allocation funds the current year debt service requirement. $375,529 Baytown Sports League Improvements The budget provides continuous funding for various improvements at little league, pony league and soccer facilities including bleacher covers, backstops, paving, trails, lighting and fencing repairs as needed. $100,000 Goose Creek Trail -Phase VI The project would connect the Goose Creek Stream Trail to the Hutto Parkway Trail and beyond. The project will cross Park Street and Decker Drive at the Highway 146 North Feeder Road. The project will go under four Highway 146 bridges and a consultant may be needed to provide engineering under both feeder roads. The trail will also require permission from TxDOT to utilize TxDOT Right of Way including traveling under the four Highway 146 bridges. The project will be the final link for the Goose Creek Trail that will connect Bayland Island to Hutto Parkway and beyond. With the exception of the engineering required under the service road bridges, all planning and design will be completed by Parks and Recreation employees. The project will also replace two footbridges along the current Goose Creek Trail. Plans and Specifications will be provided with Baytown Parks and Recreation Department employees. The bridges were installed in 1993 and are in need of replacement. The total for this phase is $465,000 and the MDD funding is supplemented with $150,000 from the City's Capital Improvement Project Fund. $315,000 17-50 Land Acquisition -Future Parks This project provides funding to acquire future park land. This is a continued set-aside of funds to provide an allocation that would be used as land becomes available. $50,000 Ball field Lighting and Wiring at Sports Complex-East Road (Girls) Fields The East Road side of the Sports Complex opened in 1973. The original ball field lighting included direct burial wiring for the quartz lighted 4 field Complex. In 1983, the lighting was upgraded to state of the art, MUSCO sports lighting system using the existing direct burial wiring. In 1998, the city upgraded the system by replacing the light poles. Special inserts were installed in the 1983 fixtures to increase the light levels. The lights were the only items that were not addressed during the 2003 Sports Complex renovations. During the past 1 0 years, the old 1973 direct burial wiring has begun to cause major issues needing to be replaced. The project would completely replace the existing system including lights and wiring with the exception of the 8 common concrete poles. The new energy efficient system will have a 25 year warranty and will increase the light levels to current standards and eliminate the expensive maintenance and downtime caused by 1973 wiring. The project will upgrade the ballfield lighting and will provide much needed security lighting in the back of the complex. Increasing the light levels will provide safer playing fields for the Girls Fastpitch Softball Association. The energy efficient green system will also reduce electrical cost along with the 25 year warranty that will insure maintenance cost savings for years to come. The project will eliminate long and costly delays and lost game days on major repairs due to 1973 direct burial wiring. $575,000 GLO-CMP Cycle 19 Grant for Tabbs Bay and Goose Creek Stream Cleanup The City applied for and was awarded a General Land Office -Coastal Management Program Cycle 19 grant to continue removing derelict and abandoned pilings from Tabbs Bay. The 60/40 grant totaling $166,000 was awarded in February 2014 and grant funds will be available October 1, 2014. The City of Baytown's portion of the grant is $66,400. This is the 4th phase of the derelict pile removal project that has removed 1,272 piles from Tabbs Bay and Goose Lake. To address the community image issues with the remaining objects in Goose Creek from the Decker Bridge to the Business 146 bridge, staff has added an additional $20,000 to remove tires, shopping carts and other discarded junk that has been dumped into Goose Creek over the years. $86,400 Median Beautification Crew Initiated in 2013, this project continues funding of the Median Beautification Crew. The crew is responsible for the trimming and mowing maintenance of landscaping on Spur 330, Highway 146 and will be involved with the landscaping of Highway 146 between North Main and Garth Road scheduled for the fall of 2014. The crew also assists with maintenance of medians on Hutto, Baker and Alexander Drive. $110,500 Community Service Supervisor With the addition of the new Community Service Supervisor the court assigned community service worker crew can be "split" into two crews which will allow for additional litter abatement along the major roadways as well as additional mowing of City owned properties. This additional litter abatement will enhance the City's efforts of beautification end economic development by 17-51 improving the visual perspective of the City. The carryover funding from FY 14 will be used to replace the crew van and to provide replacement equipment for the crew members. $77,200 Roseland Spray Park Renovations Roseland Park Spray Park was opened in 2002. Other than routine maintenance, the system has worked consistently for the past 12 years. However, some of the major components have worn out. This project would replace the controller, all twelve electronic valves and raise the vault above ground. The vault has flooded three times over the years that caused major downtime for the system. The project will also include a cool deck to be installed in the spray area. Roseland Spray Park is the only painted spray park surface the city has. Cool deck will provide a non-slip surface and provide a surface that does not absorb the hot sun temperatures. Design and oversite will be provided by the Parks and Recreation Department employees. Special Needs Playground $42,000 We are partnering with Goose Creek CISD to establish a special needs playground at Bowie Elementary School. This effort will include the installation of specific park playground equipment that is specially made for special needs children. The City's contribution includes the design of the playground and the installation of the playground equipment. $25,000 Project Administration & Overhead $300,000 17-52 I BAYTOWN 17-53 . -------.. -! ----t--------~----------------t----·~f---------- --l. __________________________________ 1! -~~ ~'!Y~~rdl _ _Ad~_!e_!:I __ J~dj_~!Jn~nts_ll __ ~;::~n ____ f:stlmat~---C~!!Y..10~~-f!:I_A!I=~n I All==-~'!_ 1 2012-13 2012·13 I 2013·14 i 2013-14 2013·14 ' 2013·14 2013-14 2014-15~ 2014-15 --...J I Vl Vl SUPPLEMENTAL INFORMATION INCLUDED FOR PLANNING PURPOSES 17-56 BAYTOWN 17-57 MUNICIPAL DEVELOPMENT DISTRICT (MOD) PROGRAM FUND . B!JDGET_~i.J~~A~Y-_-PRQ..!_ECTEDWORKING_CAP_!_TAL -~ --~ -~-· -----r----------------------------~----------.---- Fiscal Year 2014-15-t'" I -r-·r-----I ----r-----~-----Estimated revenue growth for projected years: 1.5% J_ I Revthru FY131 Carry-I Adjusted I Total I Estimated [ New Total I I -~~-n __ , Current ~'()!!lard [ Allocation 1 AII()C~tlon_L Expendltur_!!_s_ ~arry_:!C)_~ard Allo~~!ol!_ ~AI_Iocatlo_n _ _Projected~ --~~Jf!cted _P~jected __ Pr_oj~c:_ted__ Project~d_ I -------, Expenditures i 2012-13 : 2013-14------r-2013-14 : 2013-14 2013-14 12014-15 2014-15 2015-16 2016-17 2017-18 20111-19 2019-20 :;:i ~~~~nlng_wo~lng_capl1ol-__ - - _ -ts __ --:-_ -! S 6,407.47~~ s 1.714.~+$_6}07 :476 I i s,~o~~ s 5,969,9511_$ _ "66·64~f 5,969.951 _ _s_ ~02.t56 i $ _ 311,9441-s -=~;_306 ) ~ 1:587,75lC 2,323,143 ~R le~~~~~:~~es ___=:__ -~------=---=---=--- 1 __::_3_8,216.835-1----=--~-· ___ 5,44~000-~ 5,44(000[-_:. 5;54o,@l =-:__ _ -I 5,700,000-_5,700)100. -5.7~1MXXll 5,673.ooi(l 5,9<11.000.1--6,050,000. _ 6,141,000. Interest on Investments . 1,352.408 • ' 5,000 5,000 j-5,000 -t 6,000 6,000 6,000 6,000 1 6,000 6,000 6,000 ~Contributions & Miscellaneous--~:-247~41o-i--_~-46.95o 1 54.9~ -54-950 --· • ~~ --48-:2oo---r-482oo ~oo0-1 --2oootf: 2o.ooo 1 20:600---:~---2o:ooo I ---Total MDD Revenues-39 816,653 1 -5,492,950 1 5,500 950 I 5,609 770 -1 5,754 200 I 5,754,200 5.812 000 1 5,899.000 1 5 987,000 6 076.000 : 6,167,000 ~=~Projects ~· ' --: j -:-t ~~ = -~ ---l =---·-~ -I --I -~~ =--I ~ j=.,em..::::.':;'._ofex~•ng F 1,099,4!16: _ 2~3.42fi . 250,000~' _533,425 ~ __ 7,856_ ···-. 525,567 150,000 675,567 300.1100!_ _ -~·000.. 31)(),000 I 3011,000_', _300,000 I Econ Development Foundation -Basic Economic 1 j 1 1 -~--~--j ' j 1D~:~~rie~~~~!~c::undation _Special Economic-; . 1,300_._0()_1!__ 1 . -~~-~ 200.000 ~· --~-200,000 +--.. 200.000_ __ ._ 1 , -~50,000 ___ 250_._000 . 200.000 j 200.000 I _ )00,0_9_()_! 2_Q_Q._OOO _. 200.000 Development Projt!cts __ -J-308,554 · 224,747 )-100,000 __ 324,747 ! __ 30,00_Q_ 294,747 100,000 i 394,747 100,Q()O_i __ 100,000 190.000 i 100,00()__[ 1 100,900 Econ Development Foundation. Special Economic I ' ' -. ---;--r --~ I IDevelop~el'!t.~_!!)~-SBRL£__ ---~ __ ·---100,000 i 110.~_ _ __ . , __ 1_1_9_,000 ______ 110.000 110,000 ~perty~ctiJisition}orEcorl()!fl_ic_[)evelopment_: 621,1_97 '_ 423,976 _1 _100.ooo~-__ 5?3.976_,__ 454 523,522 · 100,000 ', 623~522 · 100,000; ,-l;:=r.::w:•---•.,w..n I~ -----+ --:::1 -· :1 ~:=~~-31,101 __ soo.~e_ -~-500~000 -=-J Unified Land Development Code t 37.500i 15.oocfi--15,000 -1 ----Subtotal--3,466,747: 1,592,148 650.000 2,242.148 269,413 1,953,836, 600000, 2,553,836 300,000 r-- 700,000. 700,000 900,000. 900,000. 900.000 Streets~_pf)i/nage, Si~watks &_ SlgmJI/zatlon~!OJ~s ~~ 1 I 1 --~---l -~--------. ----~· ----j l.a_k__er Road ___ ~!~ ___ ellSion_ • __ Land Acquisltl_o_ n _ _ _ i _-_-113,792 -L- 7 9 1 8 3 --•• _ 0 7_ 0 10 0 __ 1[ _ -__ 1(9988_·_.·_77~1_00_~_-_,J, ___ _9_j-_- 1 •. 7 . 1 ._ 0 --___ r-::::-___ ~ __ - _ _ · ! · --· ----· ------~·-------1-~ndAcquisitionforNewTho_rougllfEI_!es_ _ =r _ _ 1·--911,710 100,000 1,011,710 --100.000---100_._@9 1 _ j()O,OOO- ___ City_Gatewa_y__fi'QJ~ct__ _ _ ___ _ ~i----~~ --t 35o.ooo 35o.ooo · 350.000 --:-15o:ooo ; J5Q:ooo ____ 3so.ooo · __ • 1 ,NorthMaln/AiexanderSignaiSynchronization 78o,i78 ;_~-53,609 --~-53,609 ,___ ---__ ..___ __ ---~-,_____ _ ___ , -___ ·_!___ ---~ :state InfrastructUre Bank Loan RepaYment Deeker · ~Dr to 146 South flyover ( S1mm) 446J114 ~ -148,957_~~148,957 ____ 148.951__ __ _ _ . __ • ~-_148,95711 148,957 __ 1 1 _4 5 _9 0 •• o 0 _Q_ 00 o__l 149,000 ' :J' :-~-~P-er-ox_,,_a~_-_s_c_-_t_A_ve--n-u--e Streetsca_p_e __ andTown_-Square_ __ .1·-I gJ_ j 1 ----·!------ 1 _ 3()_fi,24_3 -~-264,967 I . 500,000 764,967 • ________ _:_ _ _ _!64,967 500,000 _1,264,967 __ 150,000 15_0_.9_1)0_, Downtown Quiet Zone '1 • 350,000~1 _(350,000), ____ • ~--_____ _:_ __ . -r-_ · ------1 __ • j :Signai~146Northancfi-10-West ___ ---r -~ 22.247i 252,753! -~-252,753 223,753 29.oool ~ __ 29,000 ---· _____ ,__ ------~ -------rsiQn81--~UHO-ancfROtlin9~TOOk----4.800~,--s~200 T---so.OOQ ___ -55~200: --~ ss.2Q<!_ =-~ ---~-~~~----. --~ __ , _ __ ______ -I -ltexasAvenue-GrBnt_f=lroject---=--:__------=~--=-r--1.0f6,125-;------~! -• --1 -I • -1 ____ -j --~.! -j g~:~,"E,e:,o -i 2~~J 1.74~.~~-;...9~~-~·:::r . ~~~I~1~~5.6~l··· ~~~:~l-2.~ ~~~ ~.~-i ~}! 250.~ UtllitY_Pfcjject~ ---~ ----==-----------~~-------··----___ I__ ----:-·-===-~= ~-~--------1-----· --~--==--~=-~:--==--=:---------- . ~conomic Dev. Cost Share with Developers to -f' ' 1 ~ j · I ~s!~;.~~:!~PiantDebtService_(6oo/o-2005 _ _26,0~~~ __ 657.655j __ (245.~~l_. 412,013 __ 1 . ___ 412,013 ___ _19_9.000 1 _512,013 _150,000 f 1500001 150000i 150,000 ~ 150,0()_Q_ w!~~~1~~:~o~;~~ Debt SerViC:e _(So%:! ___ 6,067_._5f!Q_ 1 __ _ .. --~~ __ 1,201,581_~._201,581__ _1_._201,581_ _ __ -)-1,302,255 1.~.255 . 1,201,58LI 1~208:315-i 1~2~:~ .-1,218,12~~-1,22_5£17 1200fi.Q.O's) __ ~---_-----~.-----· -~1 ·. 3,20~ ____ :_]_1_.~2.9_66.~_~1_.002,966~ __ __1!()()2.966 _________ -L 1,009,356_L_1.009,35§_ _ __1.00~~-L ~.()()9,35~-·~'-;4,61~_:-.. 1.~~ ,_ 1,026..m_ -~~:::~i!~~: ___ .. -==--=-. 1 ·~ 129~9:~: ~:·::~~~=~=!~:~}~~~--~~i~~-:------~·;; ==~~·~2~~---:~r~--62,52~ ~-~~==-:-~-~-• 1 .-) ·--T-_ ~~------. SubtOtal___ . 9425.837 I 752 627 I 2,304 547 I 3,057174 I 2,582 639 474 5351 2.411,611 2,886,146 2,354,5471 2,367,671 I 2,379,313 I 2 389,178 2,401,488 --r-------------- 100,000 • i 15o~o~T--15_o,ooo_ 250,000 MUNI~I~A~ DEVELOPMENT DIST~ICT {MQ_I)) _PROGRAM _F_U_ND __ _ BUDGET SUMMARY· PROJECTED WORKING CAPITAL Flscafvear2014-15 -----------i---' --~~-----. ---------,---~-;--; Estlmatecfievenuegrowthfor-projectedyears:l ---.,~ i-- _j__ ___ ..... i Revc~:a:13 L f~:Z,~ l t:~!~:::'n _I_ An!:;~.J_.::~=~t~~s __ ~ar!)'-forward I All!::~~on -I-All!::l 1 on __l'_rojected ____ f'~J!!cteL I __ P_!C)jected 1-Proj~cted !_Projected 1 Expenditures 1 2012-13 I 2013-14 -j 2013-14 I 2013-14 2013-14 2014-15 2014-15 2015-16 2016-17 -1 2017-18 2018-19 2019-20 _]______ ---------·-----· -·-·----!-----!-----------------~-___ ;_____ -------------· L____ ! L~-··-··· ___ _ e._a,~~~!Bri-Ptms&1_-&2construi:tl0n ______ --_--____ -__ J_ t j -----!-------------~--------~--· -------+----,,_ -----+-------- ··-~!~!::;~!:;'JrkExpanSfon-DetifServiceon'l 522,948~------•1. . 4--27 .. 73-8_1_~-4~_._~3_8_(.1 ______ ~2Z-,7-3@ _________ -_437,888_ 1 , ____ 4~.888 ~-427,738-._!I _437-,888! _ ~26.713 434.~~_\____. __ 4~6.~38_ $5.5mm 399,288 712 1 __ 376,563 __ ____'E_7,2J~~~---3Z_7,27_5_ _ 375,529; 375,529 __ 375,529. _3_7_6,()79! ~76,529. 31~292__ 373,554 -:eaytownSportsl.eaguelmprovements : 450,128 -------s3.o32 1-113.186, ~16.218_! 176,218 ~~--~. _100.000 1oo.@~-25,000 ~ _2_5,000 1__ 25,000' 25_.000_'~ __ 25,009 l BaytowriNature Center -Entryway and Misc. 1 1 ----·-- llmJ>rovements __ 965,449_~--__ 20,813 ,----!, _ 20,813 i iGoose creek Stream-Trails, Docks-alldPk:nic 1 Shelters 1 31,027 L 135,2391_ -; _1_3_~239_1 Goose Creek Trail Pha58S V ancf VI r ----1 500,000 · 500,000-1 LaridACQiJisiticin~-FutuieParks ---------r 34,942,_ 1i3_,J39 ;~--so.ooo ~-__ 223,139_1 ___ _ I--Sp()_t!!_ C()llllll~~arl<in9:-Ffeldsarilf[jghting) _ _ _ -1--~--573,996 3,041 1 5o,ooo 53,041 , East Road Girls Fields -lighting and Wiring -_-_ --~ ------· ·~·I*'GP~LfOJ~~~~nC~M~Pii:G~~ra~n-nft[M:fal:t~cLhi~~~ue Paiks --===-]_ 249,259-. -~--~ ,=----25,0~ !---2§,oo~ I - ·-107~973 -~---· .---~---- iTabbs Bay Cleanup ------~ . ___ 100,000 ; _ _!00:000 __ _ i Basketball Court Cover -NC Foote & M~ · 58,423 , - ::: ~~ · ~~l ·~:~1-~~:~ . -~E:pj 11~ -~~ ---~ ---:-f~-575,00~ ! __ ~7~,()0~ ~-: : 25,000 99,858 -I -I -I ---=:~---86.400 r.=-_ _:86,400_ =-= 54.()00 : -.--- :EdciieHuronParkPhasen&m --. ·· 171,862___ 3,198 -3,198 · 1,871 :Cityi·iaifcourt}tarc:flmprovements-Phasel_&_ll __ : 14,616 :-~27.384-I 27,384 ·-27.384 -----· :Median Beautification crew ------r--_119,348 ~-· --~~652 ; · ---128~86o ~--129.452~1-· 129.45f 110,500 i-1_1o,so(f -=-12o~ooo ·~ l commu!lit)' Service Supervisor ---~ -------=--1--82,100 1 -82,100 · 40,000 ____ ---_-_-4_2~-100: ~-------7-7,-2oo __ -_ 1 :_-_____ 1_19,30~-__ 72,00~- 1 Roseland Park Improvements 98,380 -{6?_0_j 100,250 1 . _j_Q1,87_0 .--101,870 Ro!Jeland [ocom_()tiv~lllprovements · _ ~~-1 -_ 59,825 59_._~~_ 59,825 -,Rose-landj)~-~-rkR.enovations ____ ------j_----_ j----I -42,000 4i.OOo ~ -r 'Specia!_fljeeds Playgr~)lJnd . -~~-----l -- - -----~-------;~--25,000 i_ __ 25,goo _ _ -I ·IJenklns_/_1-!ollowayPark_lmprovements ___ --·~-,__ --:~--98,632 98.632; 98;632 ·· . ___ -t--1 -1 Goose Creek Park Improvements ~~-· 52,715 ·-----=-52J1L 52,715---!_ ~--_____ _ jHLitt~ GreenwaY Median · · ·-~ 500.ooo ---, jJenkinsParkDiscGolf 23,013~~~--·-1,987 -· -~·----f,S26 ~~:-_-_ Alfel1brook Park lrriProvenlentS ----------~ -~~~~-1f1.96c:,-·----111:-900~~--111.960_ !Kayak Launch--. __ _,_1 -· · -25.000 1 --25,ooO i 25,000 i:::~~;ss~~~~-~P~::::e~~:lds ______ .. j---2~:~:-J-~~ · ::]=-=---=--~ ---_-; _ 1 ~= ----1 j -_____ --=_-__-_-Su-btotal 4,351,526 ; . 441,282_j ___ 2,301,769 ; ___ 2,732_,5~+--. _ 2,109,665 ~ ~.2_39 ___ 2,194,517 j __ 2!659,7'5§.. _1,59_9,267 I • I .. -3~---:~g-g-~--~n 3go_o_~ggg·l•- __ _1~5,()00 -t-' - ---' ---1 5o.Doo · ------:T . -1 -~.ooo_l_ -· 54;ooo) • I -12tl:'ooor--120,00o -__ 7~Q._o ___ tL.!---12.ooo I'--------:-r~---: ---~ - -I -I ·-=~1 ---. -~~--~~ ---~~-- -[ ----i -~_so_:_6oo I --__ • I --·54.~ 54,000 · 12o.ooo i --f2o.ooo ---~,000 j -72,000 -I -~-=--r --·~1 -=-1___ · I ----~-. :::~~:::~::-t---~;:~:::~!=· :;~~~::~ total Moo_~~~---=-~ ___ __ 20121387! ~s~n-----s.oss:273-l1D.576,n2! s74f2s5 --4]99]87" -612oo851ro-:719N -----s:402.a14 ·· ~~~:.AWn;"-~.:~--------. J=-~ .. ;.7.500 J. --i -oo:-;.,.:...,f 300,9!1Cl _: 360~ :: ------!_---300~000 ; ~-:oo.~o-=~~.ooo J~ _3()0~0QQJ_300~000 r---~T _3_()0.000 1 Unforeseen/New Initiatives . 22.704 , 502,021 1 -502,021 i -502,021 ; ~2f -1 -1 -I -r-------Subtotal --~---1,810.204 1 so2.021 300,000 802.021 • 300.000 so2.021 : 300000 1 802,021 300,000 1 300.ooo! 300000 I 300,000 I 300,000 21,937,591' 5,033,985 I 6355273' 11,378,793 i 6,047295 5,101,308 I 6,420085 I 11,521,393 5,702,814 i 5,326,638 I 5,303555 i 5,320,608 I 5,272380 1i,879,062l_J~m~.9S5): ]862,323)\_ (S)i77-'-843)i . n:..-(437~525) ==-(5,1Q1:.~t=--(665.8asj\=<5)67,193) ___ _109:186 j -_572,362 I_ ~-~83;44!rJ -755,392_-1=-_ 894,620 17~879,os2i-s 1,373.491 T $ -8s1.7i5 j $ . 529,633 I $ -5~96s.9!ff -s-· 868.64fi-$ . 202,758 r $--202,758 -$ -311.944 [-$ -----ss4.3otfh 1,56i.7s1 I$--2.323.1431$3.2.1 f763 BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT DETAIL DEBT AMORTIZATION SCHEDULES NE WW Treatment -$13,370,000 -W&S Issue Certificate of Obli ation-TWDB MOD ortion-60% Issue 1 of 2 $ 3,516,310 Series 2005 Date of Issue-March 1, 2005-Refund $2,241,204 as of Feb Term-20 Years Fiscal Interest Principal Total Total Debt Balance of Year Rate Due 2/01 Interest for Fiscal Yr Principal 2006 1.35% $ 98,625 $ 99,219 $ 197,844 $ 3,417,685 2007 1.55% 105,200 97,738 202,938 3,312,485 2008 1.65% 110,460 73,009 183,469 3,202,025 2009 1.80% 117,035 71,088 188,123 3,084,990 2010 2.05% 123,610 68,927 192,537 2,961,380 2011 2.25% 130,185 88,995 219,180 2,831,195 2012 2.40% 138,075 85,873 223,948 2,693,120 2013 2.55% 145,965 82,355 228,320 2,547,155 2014 2.65% 153,855 78,456 232,311 2,393,300 2o15 2.75% 163,o6o 74,175 237,235 2,230,240 I 2016 2.90% 172,265 69,435 241,700 2,057,975 2017 2.95% 181,470 64,261 245,731 1,876,505 2018 3.00% 191,990 58,656 250,646 1,684,515 2019 3.10% 202,510 52,589 255,099 1,482,005 2020 3.15% 214,345 46,075 260,420 1,267,660 2021 2.00% 226,180 39,080 265,260 1,041,480 2022 3.30% 239,330 31,512 270,842 802,150 2023 3.35% 252,480 23,334 275,814 549,670 2024 3.45% 266,945 14,500 281,445 282,725 2025 3.50% 282,725 4,948 287,673 $ 3,516,310 $ 1,224,226 $ 4,740,536 NE WW Treatment-$12,230,000-W&S Issue Certificate of Obli ation -MOD ortion-60% $ 3,321,586 Series 2006A Date of Issue -Feb 9, 2006-Refund $2,221,633 as of Feb 1, 2015 Fiscal Interest Principal Total Total Debt Balance of Year Rate Due 2/01 Interest for Fiscal Yr Principal 2007 5.875% $ 51,603 $ 212,562 $ 264,165 $ 3,269,983 2008 5.875% 111,353 144,811 256,164 3,158,630 2009 5.875% 116,785 138,109 254,894 3,041,845 2010 5.875°/o 122,217 131,089 253,306 2,919,628 2011 5.875% 127,649 123,749 251,398 2,791,979 2012 5.875% 133,081 116,090 249,171 2,658,898 2013 4.375% 139,871 109,121 248,992 2,519,027 2014 3.875% 145,302 55,978 201,280 2,373,725 2015 3.875% 152,092 2,947 155,039 2,221,633 2015 3.875% 2,221,633 2,221,633 $ 3,321,586 $ 1,034,456 $ 4,356,042 17-60 Series 2006B BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT DETAIL DEBT AMORTIZATION SCHEDULES Date of Issue -Ma 1, 2006 Fiscal Interest Principal Total Total Debt Year Rate Due 2/01 Interest for Fiscal Yr 2007 5.500% $ 313,210 $ 405,618 $ 718,828 2008 5.500% 394,802 326,865 721,667 2009 5.500% 405,330 315,863 721,193 2010 5.500% 415,858 304,468 720,326 2011 5.500% 429,018 292,532 721,550 2012 5.500% 442,178 279,896 722,074 2013 5.500% 455,338 266,430 721,768 2014 5.500% 468,498 252,224 720,722 2015 5.500% 484,290 237,214 721,504 2016 5.500% 500,083 221,339 721,422 2017 5.500% 515,875 204,700 720,575 2018 5.500% 534,299 187,239 721,538 2019 5.500% 552,723 168,894 721,617 2020 5.500% 571,147 149,645 720,792 2021 5.500% 592,203 129,429 721,632 2022 5.500% 613,259 108,334 721,593 2023 5.500% 634,315 86,184 720,499 2024 5.500% 658,003 62,922 720,925 2025 5.500°/o 681,691 38,637 720,328 2026 5.500% 708,013 13,098 721,111 $ 10,370,133 $ 4,051,531 $ 14,421,664 10,370,133 Term-20 Years Balance of Princi~al $ 10,056,923 9,662,121 9,256,791 8,840,933 8,411,915 7,969,737 7,514,399 7,045,901 6,561,611 1 6,061,528 5,545,653 5,011,354 4,458,631 3,887,484 3,295,281 2,682,022 2,047,707 1,389,704 708,013 West District Plant Expansion -$29,500,000 -W&S Issue Certificate of Obli ation-MOD Portion $ 13,860,814 Series 2008 Date of Issue -Februa 15,2008 Term -20 Years Fiscal Interest Principal Total Total Debt Balance of Year Rate Due 2/1 Interest for Fiscal Yr Princi~al 2008 $ $ 262,640 $ 262,640 $ 13,860,814 2009 4.000% 413,475 561,311 974,786 13,447,339 2010 4.000% 434,619 544,349 978,968 13,012,720 2011 3.500% 458,112 527,640 985,752 12,554,608 2012 3.500% 479,255 511,236 990,491 12,075,353 2013 4.000% 505,097 492,747 997,844 11,570,256 2014 4.000% 530,940 472,026 1,002,966 11,039,316 2015 4.000% 559,131 450,225 1,009,356 10,480,185 1 2016 4.000% 587,323 427,296 1,014,619 9,892,862 2017 4.000% 617,863 403,192 1,021,055 9,274,999 2018 4.000% 648,404 377,867 1,026,271 8,626,595 2019 4.000% 681,294 351,273 1,032,567 7,945,301 2020 4.000o/o 716,534 323,316 1,039,850 7,228,767 2021 4.000o/o 754,122 293,903 1,048,025 6,474,645 2022 4.000% 791,711 262,987 1,054,698 5,682,934 2023 4.125% 831,649 230,000 1,061,649 4,851,285 2024 4.250% 876,285 194,226 1,070,511 3,975,000 2025 4.250% 920,922 156,035 1,076,957 3,054,078 2026 4.400% 967,908 115,172 1,083,080 2,086,170 2027 4.500% 1,017,243 70,990 1,088,233 1,068,927 2028 4.500% 1,068,927 24,051 1,092,978 $ 13,860,814 $ 7,052,483 $ 20,913,297 17-61 BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT DETAIL DEBT AMORTIZATION SCHEDULES Decker Dr to 146 Flyover -$1,000,000 -MOD Issue Texas State Infrastructure Bank Loan $ 1,000,000 Series 2008 Date of Issue -Se~tember 13, 2007 Term - 8 Years I Fiscal Interest Principal Total Total Debt Balance of Year Rate Due4/15 Interest for Fiscal Yr Princi~al 2009 4.07% $ 108,257 $ 40,700 $ 148,957 $ 891,743 2010 4.07% 112,664 36,294 148,957 779,079 2011 4.07% 117,249 31,709 148,957 661,830 2012 4.07% 122,021 26,936 148,957 539,809 2013 4.07% 126,987 21,970 148,957 412,822 2014 4.07% 132,156 16,802 148,957 280,666 2015 4.07% 137,534 11,423 148,957 143,132 1 2016 4.07%, 143,132 5,825 148,957 $ 1,000,000 $ 191,660 $ 1,191,659 Aquatics Master Plan & Construction -$10,000,000 -GO IS Certificates of Obligation -Combined Tax & Revenue -Aquatics Portion $ 6,030,000 Series 2010 Date of Issue -February 1, 2010 Term -20 Years Fiscal Interest Principal Total Total Debt Balance of Year Rate Due 2/1 Interest for Fiscal Y r Principal 2010 $ $ 84,635 $ 84,635 $ 6,030,000 2011 1.00% 235,000 203,313 438,313 5,795,000 2012 1.00% 225,000 201,013 426,013 5,570,000 2013 2.00% 240,000 197,488 437,488 5,330,000 2014 2.00% 235,000 192,738 427,738 5,095,000 2015 2.00% 250,000 187,888 437,888 4,845.ooo 1 2016 3.00% 245,000 181.713 426,713 4,600,000 2017 3.00% 260,000 174,138 434,138 4,340,000 2018 3.00% 260,000 166,338 426,338 4,080,000 2019 3.50% 280,000 157,538 437,538 3,800,000 2020 3.50% 280,000 147,737 427,737 3,520,000 2021 3.50% 295,000 137,674 432,674 3,225,000 2022 3.63% 300,000 127,074 427,074 2,925,000 2023 3.75% 320,000 115,637 435,637 2,605,000 2024 4.00% 325,000 103,137 428,137 2,280,000 2025 4.00% 345,000 89.737 434,737 1,935,000 2026 4.13% 350,000 75,619 425,619 1,585,000 2027 4.25% 375,000 60,431 435,431 1,210,000 2028 4.25% 380,000 44,387 424,387 830,000 2029 4.38% 410,000 27,344 437,344 420,000 2030 4.38% 420,000 9,187 429,187 $ 6,030,000 $ 2,684,766 $ 8,714,766 17-62 BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT DETAIL DEBT AMORTIZATION SCHEDULES W&S Projects-$16,500,000 -COs Certificates of Obligation -Combined Tax & Revenue -Aquatics Portion $ 5,500,000 Series 2013 Date of Issue -March 26, 2013 Term-20 Years Fiscal Interest Principal Total Total Debt Balance of Year Rate Due 2/1 Interest for Fiscal Yr Principal 2013 $ -$ 44,117 $ 44,117 5,500,000 2014 2.00% 216,667 159,896 376,563 5,283,333 2015 2.00% 220,000 155,529 375,529 5,063,3331 2016 2.00% 225,000 151,079 376,079 4,838,333 2017 2.00% 230,000 146,529 376,529 4,608,333 2018 2.50% 235,000 141,292 376,292 4,373,333 2019 4.00% 240,000 133,554 373,554 4,133,333 2020 4.00% 243,333 123,888 367,221 3,890,000 2021 4.00% 248,333 114,054 362,387 3,641,667 2022 2.50% 255,000 105,900 360,900 3,386,667 2023 2.50% 263,333 99,421 362,754 3,123,334 2024 2.50% 270,000 92,754 362,754 2,853,334 2025 2.63% 280,000 85,704 365,704 2,573,334 2026 3.00% 286,667 77,729 364,396 2,286,667 2027 3.00% 295,000 69,004 364,004 1,991,667 2028 3.13% 305,000 59,814 364,814 1,686,667 2029 3.13% 315,000 50,126 365,126 1,371,667 2030 3.25% 325,000 39,923 364,923 1,046,667 2031 3.25°/o 336,667 29,171 365,838 710,000 2032 3.30% 350,000 17,925 367,925 360,000 2033 3.38% 360,000 6,075 366,075 $ 5,500,000 $ 1,903,484 $ 7,403,484 17-63 BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT DETAIL DEBT AMORTIZATION SCHEDULES W&S Projects-Northeast WW Treatment Plant GO & Refunding -(Refunding Comb Tax & Rev COs Series 2006A) $ 2,100,283 Series 2014 Date of Issue-April1, 2014 Term -20 Years Fiscal Interest Principal Total Total Debt Balance of Year Rate Due 2/1 Interest for Fiscal Yr Principal 2014 $ 21,885 $ 21,885 $ 2,100,283 2015 2.00% $ 115,291 73,186 188,477 1,984,9921 2016 3.00% 174,064 69,434 243,498 1,810,928 2017 3.00% 152,720 64,532 217,252 1,658,208 2018 3.00% 135,056 60,216 195,272 1,523,152 2019 3.00% 140,208 56,087 196,295 1,382,944 2020 4.00% 145,728 51,069 196,797 1,237,216 2021 4.00% 130,272 45,549 175,821 1,106,944 2022 4.00% 135,792 40,228 176,020 971,152 2023 4.00% 142,048 34,671 176,719 829,104 2024 4.00% 148,304 28,864 177,168 680,800 2025 4.00% 154,560 22,807 177,367 526,240 2026 4.00% 131,744 17,081 148,825 394,496 2027 3.25% 43,424 13,740 57,164 351,072 2028 3.38% 44,896 12,277 57,173 306,176 2029 3.50% 46,368 10,708 57,076 259,808 2030 3.50% 48,208 9,053 57,261 211,600 2031 3.75% 50,048 7,271 57,319 161,552 2032 3.75% 51,888 5,359 57,247 109,664 2033 4.00% 53,728 3,312 57,040 55,936 2034 4.00% 55,936 1,119 57,055 $ 2,100,283 $ 648,448 $ 2,748,731 17-64 RESOLUTION NO. 235 A RESOLUTION OF THE BOARD OF DIRECTORS OF THE BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT ADOPTING A BUDGET FOR THE ENSUING FISCAL YEAR. BEGINNING OCTOBER I, 2014, AND ENDING SEPTEMBER 30 , 2015 ; AND PROVIDING f-OR THE EFfECTIVE DATE THEREOF . •••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• BE IT RESOL YEO BY THE BOARD Of DIRECTORS OF THE BAYTOWN MUNICIPAL DEVELOPMENT DISTRICT : Sc:ction I: That the budget estimate: of the revenues of the Baytown Municipal Development District and the expl!nscs of conducting tht.: affairs thereof for the ensuing fiscal year, beginning October I, 2014 , and ending September 30 , 2015, as linally submitted to the Board of Directors by the General Manager or said District be. und the same is in all things. adopted and approved us the budget cstimat~.: of all th~o: current expenses as well as the fixed charges against said District for the fiscal year beginning October I, 2014 , und ending September 30, 2015 . A copy of the budget is attached lu:reto <lS Exhibit ··A" and incorporated herein lor all intents and purposes . Section 2: This resolution shall take effect immediately from and after its passage by the Board of Dirc:ctors of the Baytown Municipal De ve lopment District. INTRODUCED, READ, and PASSED by the uffirmativc4e of till! Board of Directors ofthc Baytown Municipal Development District this the 7111 day lJfJ:~~ust. 2014 . ATTEST: ~~ .t•li 'II IIIJ , •' . ·'-"" . ,,, '· ..,:·, 7-. .''/.... .. . --. . .. :. LETICIA BRYSCH, Assistant Secretary -- :;. \, APPROVED AS TO FORM: - '" IICOBFSOI llo~.1.1.:111Knrcnll'ilcsiCity C:uuncil\.\luni,ipall>o:\·clnpmcnl l>i>tri,tiRo:sulutinnsi:!OI-\v\II I(USiv\dopt l-1·1 ~Uud~cl.lh•c 17-65 I 7-66 BAYTOWN REINVESTMENT ZONE#l BAYTOWN ... BAYTOWN TAX REINVESTMENT ZONE #1 FUND 216 BUDGET SUMMARY Actual Adopted Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Sources of Funding TIRZ Increment -City 798,257 810,257 824,935 955,801 TIRZ Increment -County 195,548 223,481 272,201 287,456 Investment Interest 750 Developer contribution 700,000 700,000 Total Sources 993,805 1,734,488 1 ,797,136 1,243,257 Uses of Funding Zone Adm. & Project Mgmt. 5,588 6,000 1,000 25,000 Legal Services 21,895 11,000 7,500 15,000 Data Base Management 2,700 2,700 2,700 2,700 Accounting Services 8,100 3,500 3,500 7,000 Developer Payments 364,607 500,000 645,000 825,000 TIRZ Fees (rooftops) 70,800 75,800 75,800 80,800 Capital Improvements 700,000 700,000 Debt Service 120,000 125,000 125,000 135,000 Interest on Bonds 101,775 94,875 94,875 80,213 Fiscal Agent Fees 2,500 2,500 2,500 2,500 City Services 33,157 40,513 41,247 47,790 Total Uses 731,122 1,561,888 1 ,699,122 1,221,003 Excess (Deficit) Sources Over Uses 262,683 172,601 98,014 22,254 Working Capital -Beginning: Harris County 371,543 727,523 727,523 999,724 City of Baytown 511,157 417,860 417,860 243,673 Total 882,700 1,145,383 1,145,383 1,243,397 Working Capital-Ending: Harris County 727,523 951,004 999,724 737,180 City of Baytown 417,860 366,979 243,673 528,471 Total 1,145,383 1,317,984 1,243,397 1,265,651 17-67 CITY OF BAYTOWN INCREMENT Historical Annexed Tax Increment Historical Tax Increment Schedule Schedule I Taxable I Cumulative I Taxable I Annual Tax Year Value Increment Tax Year Value Increment 2001 Base Year $ 50,492,180 $ 2002 $ 49,297,930 ( 1' 194,250) 2003 $ 59,132,610 8,640,430 2004 $ 72,826,380 22,334,200 2004 Base Year $ 1,913 $ 2005 $ 73,907,237 23,415,057 2005 1,913 2006 $ 73,907,237 23,415,057 2006 1,913 2007 $ 89,611,438 39,119,258 2007 1,913 2008 $ 99,420,456 48,928,276 2008 1,913 2009 $ 113,856,490 63,364,310 2009 1,913 2010 $ 123,327,769 72,835,589 2010 1,913 2011 $ 132,354,308 81,862,128 2011 1,523 (390) 2012 $ 141,333,339 90,841,159 2012 1,617 (296) 2013 $ 144,51 0,493 94,018,313 2013 1,501 (412) 2014 $ 186, 126,279 135,634,099 2014 2,992 1,079 HAREUSCOUNTYINCREMENT Historical Annexed Tax Increment Historical Tax Increment Schedule Schedule I Taxable I Annual I Taxable I Annual Tax Year Value Increment Tax Year Value Increment 2005 Base Year $ 75,093,792 $ 2005 Base Year $ 1,913 $ 2008 $ 99,331,039 24,237,247 2008 1,913 2009 $ 113,920,501 38,826,709 2009 1,913 2010 $ 122,984,748 47,890,956 2010 1,913 2011 $ 135,950,014 60,856,222 2011 1,523 (390) 2012 $ 133,742,385 58,648,593 2012 1,617 (296) 2013 $ 148,787,787 73,693,995 2013 1,501 (412) 2014 $ 176,138,956 101,045,164 2014 2,992 1,079 17-68 CITY OF BAYTOWN CAPITAL IMPROVEMENT PROGRAM The Capital Improvement Program (CIP) Budget is the C it y's pl an for the acquisition and construction of municipal public improvements. Projects included in the CIP program are usually expensive, non - recurring projects, which have a usefu l life spanning more than ten years. Project schedules and information presented in the City's annual budget represent th e active and planned CIP projects. Capital Planning The Capital Planning process is a n ongoing assessment of the needs of the community. The City has developed a comprehensive plan that provides the roadmap for new development and expansion. The departments submit capital project proposals that include both the cost of construction and recurring operational impact of the project to the operating budget. The projects a re prioritized and ranked according to established criteria weig hing such fact o rs as public safety a nd welfare, regulatory compliance, econorruc development imp act, and community needs and support. The CIP program is designed to maintain the City's infrastructure in accordance w it h the Texas Comrrussion on Environmental Quality (TCEQ) guidelines and the City's objective to maintain infrastructure to a high standard. The public improvement projects will normally have a construction cycle or period from twelve to thirty-six months. Therefore, any impact to the operating budgets may not occur until th e period(s) following th e period in which construction was s tarted. Capital Funding Funding for the current CIP program is provided primarily from three sources: 1) issuance of General Obligation (GO) bonds, supported or repaid by ad valorem property taxes, 2) issuance of Revenue bonds or Certificates of Obligation (CO), supported or repa id by water and wastewater utility revenue, and 3) sales tax revenue from the Municipal Development District (MDD). Secondarily, projects may be funded from other funds , intergovernmental revenue s, deve lop e r contributions and interest income. Effect on Operating Costs The annual effect on operating costs in the current projects has been estimated in the General Capital Improvement Program, Utility Capital Improvements Program a nd the MDD. The two most significant projects are the 911 Center and Fiber upgrades as well as the radio system upgrades. BUDGET OVERVIEW The 20 14-15 CIP project summary and attached narratives are provided for information. These projects are part of the overall comprehensive CIP program, which includes u t ility system projects and other general public improvements projects. The 2014-15 projects in the Util ity CIP program will be financed through Certificates of Obligation and General Obligation Bonds will support the General CIP Program authorized by r eferendum. Projects funded either entirely or parti a lly by the Municipal Development District (MDD) have been submitted to the MDD board for review and approval. The CIP Budget is designed to annually review the development and continuing maintenance of the City 's infrastructure. The relat ions hip between the assessed va luation, o utstand ing debt, annual debt service requirements and general government expenditures as illustrated provide a basis of project 18-1 consideration and funding. Revisions and amendments may be incorporated into the plan as desired by City Council. GeneralCapuallmprovementProgram Before any general obligation bonds can be sold to fund capital projects, they must first be authorized by voters. Generally, a process is followed by which the City Council appoints a Steering Committee that decides how much additional general obligation debt can be issued based on factors such as projected revenue increases or decreases, anticipated increases or decreases in property values, and the impact of future bond sales on the property tax rate. After the committee decides the amount of debt that could be issued, a process determining which projects to put before the voters is undertaken. This process usually involves input from City staff and the public about needed projects, and cost estimates are developed for each project. Once the projects and their costs are determined, the City Council calls for the bond election and the voters determine which propositions are approved. After voter approval, the City is authorized to sell the bonds (usually over a period of years) for the propositions approved by the voters. The City Council, Citizens and Administration agree that maintaining and improving the facilities and infrastructure within the City are vital to its growth and development. In the November 2007 bond election, a bond program totaling $79,975,000 was approved. The voters overwhelmingly approved five initiatives that will provide improvements in the following areas: streets; sidewalks; drainage; public safety; and parks, recreation and beautification. A total of $69 million dollars in General Obligation Bonds (GO's) have been sold to date for the multi-year bond program of which $11.4 million was sold in 2014. Additionally, in fiscal year 2014 the City took advantage of low interest rate environment to refinance $17.3 in bonds. In light of the continuing favorable interest rates the City plans to issue the remaining GOs in 2015. The City will, however, continue to monitor and assess the cash flow of projects and as necessary adjust the project schedule. In 2008-09, the tax rate impact to fund the debt service was $0.05 which was less than the $0.064 expected. A reassessment of the cash flow of projects related to Year Two and Year Three GO's led the City to defer approximately $12,600,000 of debt issuance until fiscal year 2011. This also allowed the deferring of related debt service costs, which in turn allowed the City to defer the associated tax increase. Future tax rate increases are anticipated however, they may be mitigated by the increases in assessed values related to new construction or increased values. While there will be no ad valorem tax increase associated with the budgeted 20 14-1 5 GO debt issuance, future issuances may require an increase. The following is a description of all the General CIP projects in the 2007 bond program and their estimated costs. General Capital Improvement Program Projects Summaries Streets & Sidewalks Improvements Street Improvements Continuation of the City's annual street rehabilitation program and a physical condition survey of the City streets. The survey will determine the streets in the worst physical condition and will assist in determining the next streets to be rehabilitated. $30,000,000 Operating Impact: Operating maintenance costs are projected to be $350,000. Matching Funds for Harris County and Texas Department of Transportation (TxDOTl Projects Matching funds for potential Harris County and TxDOT street and highway projects. $6,000,000 Operating Impact. TxDOT will absorb operating and maintenance costs. Sidewalks Near Parks and Schools Construct sidewalks near parks and schools. $500,000 Operating Impact: General Fund operating and maintenance costs are projected at $19,800. 18-2 East Baker Road Extension Extending Baker Road and related utility, sidewalks and drainage improvements. $7,100,000 Operating Impact: General Fund operating maintenance costs are projected at $281,000. Total Streets & Sidewalks Improvements $43,600,000 Drainage Improvements Drainage Improvements Install and upgrade drainage to mitigate street flooding and improve drainage conditions. $2,000,000 Operating Impact: Annual operating and maintenance costs are projected at $79,000 to be absorbed in General Fund. Total Drainage Improvements $2,000,000 Public Safety Improvements Northeast Fire Station #6 Construction of a Fire Station in the northeast area of the city. $3,006,600 Operating Impact: Personnel and operating maintenance costs were absorbed in the General Fund. Radio System Upgrade Upgrade to a digital radio system for police, fire and other emergency services. Operating Impact: Reduction in annual maintenance of$31,400. Replacement or Expansion of EMS Station on South Main Replace or expand the EMS Station on South Main. Operating Impact: Reduction of annual maintenance of$26,000. 911 Center and Fiber Upgrades Construction of the 911 Center and expansion of the fiber optic network. Operating Impact: Annual maintenance costs are projected at $285,000. North Central Fire Station $4,250,000 $980,000 $9,500,000 Construction of a Fire Station in the north central area of the City. $4,030,400 Operating Impact: Personnel and operating maintenance costs of $1.25 million were absorbed in General Fund. Public Safety Building Improvements Improvements to public safety buildings in the City. Operating Impact No impact to annual operating budget. Siren Replacement and Additions Replace warning sirens and add additional six sirens sites along the lll 10 corridor. Operating Impact No impact to annual operating budget. Total Public Safety Improvements Parks, Recreation and Beautification Improvements $600,000 $418,000 $22,785,000 Aquatics Master Plans Phases 1. 2 & 3 The Aquatic Needs Analysis has been completed and a Master Plan has been produced to further define the development in this recreational area. The final 18-3 report provided information on utilization, feasibility of construction, and project cost estimates for aquatic facilities. The 2007-08 budget funded the Engineering and Design and construction began in early 2009 on a multi-million dollar aquatics facility. The project was funded with $4 million authorized in the November 2007 bond election and MDD is funding the debt service on the additional $6 million in CO's which also provided funding for the project; the Pirates Bay Water Park opened in Summer 2010. Operating Impact: Personnel and operating maintenance costs are $1.6 million, offset by user fees included in the Aquatics enterprise fund. Phase 2 includes the replacement of the NC Foote Pool and Phase 3 includes construction of a new sprayground park and splash pads. $9,300,000 Operating Impact: Operating and maintenance costs of $1.7 million will be funded by user fees in the Aquatics Fund. Park Land North ofiH-10 Purchase of land north ofiH-10 for future park site. $525,000 Operating Impact: General Fund annual maintenance costs are projected to be $10,500. Beautification Visual improvements to the gateways of the City and medians including Alexander Drive, Baker Road and Rollingbrook Drive. $1,005,000 Operating Impact: No further impact to the annual operating budget. Total Parks, Recreation and Beautification Improvements $10,830,000 Bond Issuance Costs $760,000 Total General Capital Improvement Program $79,975 000 Utility Capital Improvement Program The City of Baytown is the sole supplier of water and wastewater services in the city limits of the City of Baytown. The City accounts for all revenues and expenses of water and wastewater operations through a utility enterprise fund. This is classified as a proprietary fund, similar to the operation of a business. Revenues in the fund are generated by user fees, not property or sales taxes, which are separate and distinct from the General Fund of the City. The City also provides water and wastewater services in some areas of the City's extraterritorial jurisdiction (ETJ). Typically provision of utility services outside the City is pursuant to a contract with a municipal utility district. In 2003, the City Council adopted a policy defming its role in providing utility services outside the city limits. Due primarily to wastewater capacity concerns, this policy significantly limits any provision of utility services outside the City. In 2005, the City Council amended the policy to allow utility services to be provided to public educational institutions outside the city limits. Another capital improvement initiative seen as critical to the growth and development of the City is the utility infrastructure. Current and active projects detailed in this document represent over $125 million in improvements from 2002 through 2018. Projects in this category include development and redevelopment of wastewater treatment plants and lift stations; water and sewer line rehabilitation; line extensions; new and rehabilitation of water towers; and water well replacement. Additional ongoing projects that will improve the City's utility infrastructure include the hardening of lift stations and other water and sewer facilities throughout the City. These projects are funded by grants and are budgeted in excess of $12 million. During the budget process, the staff reviewed the current and future utility capital improvements and included additional items in the CIP. As an enterprise fund which operates on fees charged to customers, water and sewer rates may be increased as necessary to fund these much needed capital improvements. 18-4 The following is a description of active and future Utility CIP projects and their estimated costs in the current program: Utility Capital Improvement Program Project Summaries Rehabilitation Projects Miscellaneous Rehabilitation and Emergencies Provides funding for an annual program for rehabilitation and emergency sewer repairs throughout the City. $17,000,000 Operating Impact: No impact to the annual operating budget. Central District Wastewater Treatment Plant Rehabilitation Install bypass piping on influent head-works to prevent overflows during bar screen breakdowns, replace the 14-year-old mechanical bar screen and serpentex conveyor, replace administration building containing asbestos flooring and replace lift station motor control cabinet. $1,594,093 Operating Impact: Annual operating and maintenance costs are estimated to be $67, 700. Central District Wastewater Treatment Plant Lift Station Replace the existing lift station. Operating Impact: Operating and maintenance costs are projected at $335,550. West District Plant Expansion $7,900,000 Expand the plant capacity in order to treat an additional four million gallons per day of sewage and provide additional capacity to allow for new development in the service area. $29,600,000 Operating Impact: Additional operating and maintenance costs are projected to be $1,257,250. Gulf Coast Lift Station Replace the existing lift station. Operating Impact: Operational impact is estimated at $106,200. $2,500,000 Steinman Lift Station & Force Main $7,440,000 Rebuild the lift station to increase capacity, eliminate the bypass, and install a new force main. Operating Impact: Additional operating costs of $316,000 is anticipated. Raccoon Lift Station Install new pumps and rehabilitation of existing wet well. Operating Impact: Operating and maintenance costs are projected at $188, 700. Garth Road Lift Station Install new pumps, piping, control panel, and rehabilitation of existing wet well. Operating Impact: Additional maintenance costs are anticipated to be $97, 700. $4,443,350 $3,300,000 West Main Lift Station $1,500,000 Install new piping, control panel, rehabilitation of existing wet well, and move pumps to ground level. Operating Impact: It will improve service, but no operating impact. Cedar Bayou Lynchburg Lift Station Install new pumps, piping, control panel, and rehabilitation of existing wet well. Operating Impact: Operating impact is projected at $43,300. Slapout Gully Lift Station Install new pumps, rehab existing wet well, and move pumps to ground level. $1,019,847 $300,000 18-5 Operating Impact: Maintenance and operation costs are projected to be an additional $6,400 annually. Hugh Wood Lift Station Increase wet well to accommodate a two-pump system. $300,000 Operating Impact: Maintenance and operation costs are negligible. Little Missouri Lift Station $800,000 Install new pumps, piping and control panel. Increase wet well to accommodate two-pump system. Reconstruct lift station above known flood plain. Operating Impact: Maintenance and operation costs are projected at $34,000. McKinney Lift Station $500,000 Replace existing pump and install additional pump. Rehabilitate wet well, replace piping and control panel. Part of Sanitary Sewer Overflow Initiative. Operating Impact: It will improve service, but no operating impact Craigmont Lift Station $2,500,000 Collection System Rehabilitation $14,387,000 (including Allenbrook, Oakwood/Lee Heights, Pelly/Gulf Heights, Lakewood Subdivisions and Pruetts Estates) Replace 163,000 feet of 8 inch through 18 inch pipe utilizing the pipe bursting method. It will also include the rehabilitation and/or replacement of lift stations in various subdivisions. Operating Impact: As a betterment, operating and maintenance costs are expected to diminish by $598,000. Rehabilitation Force Main Rehabilitation Rehabilitate force main by using pipe bursting and/or open cut method. Operating Impact: Maintenance costs are projected amounting to $10,600. $500,000 Cedar Bayou Lift Station Investigative Study/Construction The study will investigate and determine the best solution to increase the pumping capacity of the lift station with implementation of the plan to follow. $2,100,000 Operating Impact: No impact to the annual operating budget. Central Heights Subdivision Rehabilitation The rehabilitation will replace the existing 6 inch and 8 inch sanitary sewer mains. $642,500 Operating Impact: Operating and maintenance costs are expected to diminish by $20,400. Pinehurst Sanitruy & Storm Sewer Rehabilitation The rehabilitation will replace the existing 6, 8 and I 0-inch sanitary sewer mains and along with the storm sewer piping. $4,900,000 Operating Impact: Additional operating and maintenance costs are projected at $52,000. Water System Rehabilitation The replacement of existing cast iron, galvanized and asbestos cement pipes and construct a 12 inch water main along John Martin from 1-10 to Lynchburg-Cedar Bayou Road. $9,825,000 Operating Impact: Additional operating and maintenance costs are anticipated at $193,000. Total Rehabilitation Projects $113,051,790 18-6 System Improvement Projects Water Tower at Sports Complex The proposed one million gallon water tower will be located on the northeast comer of the Wayne Gray Sports Complex adjacent to the Republic of Texas Plaza. The tower will enhance the City's overall water system. $2,400,000 Operating Impact: Operating and maintenance costs are projected to be $102,000. Baker Road and Bayway Water Tower Rehabs The rehabilitation will replace the interior and exterior coating of the tower and repair the minor corrosion on the tower. $650,000 Operating Impact: No significant operating costs are anticipated. Water Line -Business Highway 146 -Goose Creek Bridge Replacement and upsizing of a water main that crosses the Goose Creek Bridge at Business Highway 146 and services all of Market Street. $300,000 Operating Impact: Additional operating and maintenance costs are projected at $14,500. Baker Road Water Well Re.placement Construction of a ground water well to replace an existing, failed well that provides raw water to the City of Baytown in citywide emergencies. $1 ,800,000 Operating Impact Operating and maintenance costs are projected at $173,800. Thompson Road Utility Relocation Relocation of existing municipal utilities in preparation for and coordination with a Harris County project for widening Thompson Road. BA W A contributed $500,000 funding for this project. $1,153,608 Operating Impact It will improve service, but no operating impact. Total System Improvements Projects New Development/Other North Main/IH-10 Utility $6,303,608 This project will extend water and wastewater service along North Main Street from just north of Cedar Bayou Lynchburg Road to Wallisville Road, effectively opening up this area for future development. The project is almost complete and the easements have been acquired. The City issued Series 2007 Certificates of Obligation to finance the project. $4,500,000 Operating Impact: Operating and maintenance costs are anticipated amounting to $217,200. Bond Issuance Costs $2,047,000 Total New Development Projects/Other $6,547,000 Total Utility Capital Improvement Program $125 902,398 18-7 The Utility Capital Improvement Program provides for the issuance of various debt instruments to fund the projects. The following schedule depicts debt issues since fiscal year 2001-02. Fiscal Year 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2012-13 2013-14 Amount $ 5,415,000 $ 5,830,000 $11 ,980,000 $13,370,000 $31,930,000 $13,000,000 $29,500,000 $11 ,000,000 $11,715,000 A capital improvement initiative seen as critical for the growth and development of the City is utility infrastructure. Current and active projects detailed in this document represent over $120 million in improvements from 2002 through 2017 with over $105 million completed to date. Projects in this category include development and redevelopment of wastewater treatment plants and lift stations; water and sewer line rehabilitation; line extensions; new construction and rehabilitation of water towers; and water well replacement. Wastewater Operations continues to address repairs to or replacement of private service lines through the Private Sewer Lines Inspection Program (PSLIP) initiated in 2007. As lines are inspected, homeowners are notified of required improvements and given one year to take corrective action. This program's continued success is critical to addressing the effects of inflow and infiltration within the sewer system. A reassessment of the cash flow of current projects and the utilization of residual bond funds and interest earnings allowed the City to fund many of the fiscal year 2009 and later projects without issuing additional debt. The City implemented a new rate structure in 2010 to generate the funding required for maintenance of the water and sewer systems in the City. The new rate structure is designed to equitably distribute the costs of service, and provide incentives for water conservation. The planned 5.85% water and sewer rate from the multi-year rate plan from the recent comprehensive Water & Sewer Utility Rate Study was not implemented for 2012-13, but instead has been included in the 2014-15 year. The objective of this study included a Revenue Sufficiency Analysis to ensure sufficient annual revenues over a multi- year projection period in order to meet fmancial requirements for operations and maintenance costs, capital improvements, new debt service expenses and provide adequate working capital reserves. The Revenue Sufficiency Analysis recommends another 5.85% increase effective with the first billing cycle in FY2015. The rate structure includes a "Customer Base Charge" of $3.62 per account for inside the City and $7.24 for outside the City for all customer types to recover the current costs of meter reading and maintenance, billing, and other customer service functions of the system. The "Base Facility Charge" is based upon meter size for all Non-Residential, Irrigation, and High-Volume User accounts and per physical dwelling unit for Single-Family and Multi-Family residential accounts. No monthly consumption allowance is included in the "Base Facility Charge." Single-Family Residential and Irrigation accounts are calculated using an inclining block, conservation rate structure. Residential sewer has a 12,000-gallon cap. 18-8 The Wat e r a nd Sewer Ra tes T ab le is d ep icted below. Rates Effective l s1 Rates Effective l s1 Service Billing Cycle in Billing Cycle in IndividuaUy Metered Sin2le-Family Residential FY2014 (Oct. 2013) FY2015 (Oct. 2014) Inside City Wate r M o nthl y Cus to me r C harge $ 3 .4 2 $ 3.62 Wate r Monthly Base Facilit y C ha rge $ 7 .11 $ 7.53 Wate r co n sumption rates: Up to 2,000 ga llo ns per u nit $ 2.43 $ 2.57 Be tween 2,00 I -6,000 gall ons pe r un it $ 5.29 $ 5.60 Be twee n 6,00 1 -12,000 ga ll o ns pe r unit $ 6.34 $ 6.7 1 Be twee n 12,00 I -18,000 ga llo ns pe r unit $ 8.26 $ 8.74 Use over 18 ,000 gall o ns pe r unit $10.73 $11.36 Sewer M o nthly Cus to m er C ha rge $ 3.42 $ 3.62 Sewer M o nth ly Base Faci l it y C harge $ 7.11 $ 7.53 Sewer cons ump t io n ra tes: Up to 2,000 gall o ns per u ni t $ 2.46 $ 2.60 Betwee n 2,00 I -I 2,000 ga ll o n s per uni t $ 5.32 $ 5.63 Outside City Water M o nthl y Cus to me r C h arge $ 6.84 $ 7.24 Wate r Monthl y Base Facilit y C ha rge $14 .23 $15.05 Wate r consumptio n ra tes: Up to 2,000 gall o ns per unit $ 3 .65 $ 3.86 Between 2,00 I -6,000 gall o ns pe r unit $ 7.93 $ 8.39 Between 6,00 I -12 ,000 gall o ns per unit $ 9.53 $10.09 Between 12 ,00 I -18,000 gall o ns per unit $12.38 $13.10 Use over 18,000 gall o ns per unit $16.10 $17.04 Sewer Monthl y Cus to mer Cha rge $ 6.84 $ 7 .24 Sewer M o nth ly Base Fac ilit y C harge $14.23 $15.05 Sewer cons umptio n ra tes: Up to 2,000 gall o ns per unit $ 3.68 $ 3.9 1 Between 2,00 I -12,000 ga ll o ns per un it $ 7.99 $ 8.45 Volume User Wate r cons umpti o n ra te/ I ,000 gall o ns $ 3.90 $ 4 .1 3 T he fo ll owing key p lanning assu mp ti ons have bee n used to eva lu ate t he needs for rate adjust ments: • G rowt h in t he wa te r and wastewater custome r a ccou nts of a pprox imately 2% pe r yea r. • Infl at ion factors as fo ll ows: 0 15% Healt h & Ins ura nce 0 2% Sa lary S avin gs 0 10% E lectric Service 0 5% Machin ery, E qui pm ent a nd M o to r Vehi cles 0 3% Sala ri es 0 3% O the r O p e ra ti o n s 0 1% T ransfers • New a n d/o r expanded programs . • R aw Wat er S upp ly Cost -BA W A p urc h ases raw wat er fro m t he C it y of Houston . The raw water s upply contract w ith t he Ci ty of Hou sto n is in effect thro ugh t he year 2040, and sets th e max imu m amo unt of raw water to b e de li vered to t he BA W A p la nt a t 15.8 MGD w it ho ut p e na lties. The s urc h a rge fo r wa te r purc hased over th e 15.8 MGD is no mina l at this ti me. BA W A 18-9 recei ved notice of a rat e increase (1.2%) from $0.6 158 to $0.6232 effecti ve Apri l I , 20 14. The annual rate adjus tment is intended to help cover th e C ity of H ouston's cost increases t hat impact the provis ion of safe , c lea n d r inking water and the co ll ection a nd treatment of wastewater. This includes opera ti onal costs a s we ll as the cos ts in vo lved in repairing portions of th e C it y of Housto n system 's aging infrastr uc ture. • The Baytown W ate r Authorit y (BAWA) rates in c reased 3 % effective October I , 2 0 14 . This in crease will cover the in creased cost of operations, including debt service, t he purc hase of raw water, a nd provide a re serve for future capit a l projects. • Planned Debt Issues: Any changes to the Utilit y CfP could impact future rates. City of Baytown Wate 1· and Sewer Rate Increases 16.00o/o 15.00% 14.00% - 12.00% - 10.00 % - 8.00% 1-- 5 .850Al 5 .85% 5 .85 % 5.85% 5.85% -----~ 6.00% 4.00% --------t-- 2.00% 1--t-- O.OO o/o 0 .00% 2008-09 Adopted 2009-10 Adopted 2010-11 A dopted 2011 -12 2012-13 2013-14 2014-15 *No Increase for FY2012-13 **Effective 1 s t C ycle ln Janua ry Private Sewer Lines A dopte d Adopted * Adop t ed Adop t e d ** The City is experiencing inflow and infiltration (l&r) into its wastewater collectio n system fro m grou ndwater whi ch causes the coll ecti on sys tem and ultimat e ly treatment facilities to exceed the capacity des igned s pecifi ca ll y for conveyance a nd treatment of wastewat er. TCEQ has iss u ed Notices of V io la tion for una utho ri zed di scharges from the sanitary sewer co ll ection sys t e m as a result of I&I int o the system a nd mandated correctio ns . I&I problems res ult from defects in both public and private systems . The vast majority of t hi s amount re lates to public wastewater improvements. The City's Utility C IP id ent ifies needed public system improvements but d oes no t address private service lines. H om eowne rs are co nt r ibuting signifi cantly to I&I prob le ms by no t rep lac in g broke n o r defective private sewer laterals between the ir homes a nd the C it y's syste m a nd by having un cappe d clean outs or c ross connectio ns. T he C ity Co unci l expressed a des ire to a ddress 1&1 pro blems in the w astewater system by the re pair of private service line s located between th e public line s a nd the home. T he 1&1 progr a m sta rt ed in fiscal yea r 2006-07 fu nd ed by a program in th e W ate r & Sewer Fund w hi ch sends out work c rew s to identify problem private lines thro ug h s moke testing a nd to noti fy th e property ow ners of t he need for re pairs. In February 2007, C ity Council modified t he C ity o rdinance (S ecti on 42-63) to require a property owner to repair d efect ive sewer services lin es w ithin 365 days a fter notifica tion by the City and a ll ows for a s urcharge fo r noncompliance. F und s have been approp riated for low interest loan s to ass ist certa in 18-10 qualified homeowners with financing for the needed improvements. Specifically, if a private sewer line becomes damaged, defective or deteriorated to the extent that it admits earth or surface or subsurface water or permits the escape of effluents, the City, when it becomes aware of such condition, shall send notice by certified mail to advise the property owner that repairs must be made within 365 days after receipt of such notice. Economic Development Projects On May 5, 200 I, in the general election, the citizens of the City of Baytown voted to authorize the creation of the Baytown Municipal Development District (MDD) and the imposition of a sales and use tax at the rate of one-half of one percent for the purpose of financing economic development and parks projects that provide economic benefit, diversify the economic base of the community and improve our quality of life. The board is composed of the Mayor, six council members and four at-large resident members. PROJECTS Development ofNew and Expansion of Existing Businesses and Industry A significant function of this budget allocation is the development of new and expansion of existing businesses. These projects are critically important in light of the State Implementation Plan's potential impact on the petro-chemical industry and underscore our need to diversify our economic foundation. $150,000 Economic Development Foundation-Basic Economic Development Services This provides continued funding for the basic economic development services contract with the Baytown Area/West Chambers County Economic Development Foundation (EDF). $250,000 Economic Development Foundation-Special Economic Development Projects The current MDD budget includes continued funding for a special projects contract with the EDF. The provisions of this contract are requested and approved on an annual basis. $100,000 Property Acquisition for Economic Development This allocation provides funding to purchase property that may become available to be used for future economic development purposes. Some of the projects discussed elsewhere in this report may require additional property acquisition. $100,000 Land Acquisition for new Thoroughfares Funds to purchase rights-of-way for roadway development or expansion. $100,000 City Gateway Monument Additional funding for the current project at the Hartman Bridge. $150,000 State Infrastructure Bank Loan Repayment -Decker Drive to Highway 146 S. Flyover The MDD financed a $1,000,000 loan from the Texas State Infrastructure Bank (Sffi) for a Decker Drive to Highway 146 South flyover project. This funding, combined with matching funds from the November 2007 bond election, allowed for completion of the Decker Drive to Highway 146 South flyover. The current project funding eliminates the "braided" on and off ramps. The postponement of the construction of these ramps would have impaired mobility in the area. The State matched our $2 million contribution to provide the $4 million necessary to complete all elements of this flyover. Eligible projects must be on the state highway system and be included in the Statewide Transportation Improvement Plan. $148,957 Texas Avenue Streetscape and Town Square Project The budget includes continued funding and expands the scope of the project to include the Phase One development of a Town Square in the city-owned block bounded by Texas, Gaillard, Pearce and Ashbel. The project adopted for FY 2015 also includes extending the Streetscape Project from Gaillard to Ashbel, including the Ashbel intersection. Phase One of the Town Square is very innovative and includes the Bond-funded water feature in the form of a fountain. The fountain will serve as centerpiece of a round plaza that would serve as the platform for a portable ice rink for the 2015 Christmas holiday season. The 18-11 fountain would be designed such that it would be covered by a large Christmas tree resulting in a much improved community tree lighting event and ice skating around the community Christmas tree. A set of permanent restrooms will be constructed as will a matching building for storage, fountain equipment and the skate concession center. An area for food trucks is envisioned along Gaillard and there is a large grassy area for concerts, fanners markets and other gathering events. Future phases include a stage and/or other structures. The City owns over Y2 acre across Pearce from the Town Square and funding is included for public off-street parking to complement the parallel curbside parking around the block. The anticipated development of Ken Pridgeon's Portrait of a Warrior Memorial Art Gallery on the east side of Ashbel would provide additional public parking. The City also owns a tract at Jones and Pearce that can be developed into additional parking, especially if the Brunson project comes to fruition. The total project cost is $1,750,000. Funding previously transferred to the Downtown Quiet Zone Project is not needed for that project and is returned to this project resulting in available funding, subject to the Board's allocation of $500,000, of $1 ,264,967. The downtown water feature has $290,000 in bond funds available and $250,000 in Street Maintenance Sales Tax will be allocated to assist with funding the roadway portion of the Streetscape. This is an ambitious project but the timing may be just right given the current boom times in Baytown. $500,000 Garth Road Traffic Engineering This funding continues support for traffic congestion mitigation along the Garth Road corridor. These funds will be utilized when outside engineering/design expertise is required. The vast majority of the projects to date have been designed in-house. $15,000 Economic Development Cost Share with Developers This funding allows the City to have the ability to upsize utility lines installed by developers to meet future water and sewer needs for undeveloped areas serviced by the same lines. $100,000 Northeast Wastewater Treatment Plant-Debt Service The confirmed growth and development within the City necessitated the design and construction of the Northeast Wastewater Treatment facility. The project is estimated at $28,500,000 with 60% ($17,100,000) of the funding from the MDD. The remaining 40% ($11,400,000) is funded from the Water and Sewer Fund. This allocation includes the current year principal and interest payment on multiple debt issuances by the Texas Water Development Board (TWDB) loan and Certificates of Obligation. $1,302,255 West District Plant Expansion -Debt Service The construction to expand the facility with a new 4.0 million gallon per day (MGD) treatment facility is complete. This expansion increased the facility to 8 MGD. MDD has reimbursed the City for 60%, or $1.2 million, of the design costs of approximately $2,000,000, which was authorized in the 2005-06 and 2006-07 budgets. The City issued Series 2008 Certificates of Obligation to finance the total construction costs of the project which is estimated at $27,600,000. MDD will provide 50% funding for the 20 year debt service. This allocation funds the current year debt service requirement. $1,009,356 Aquatic Facilities-Debt Service Pirate's Bay Waterpark opened in 2010 and was funded with $4 million authorized in the November 2007 bond election and the issuance of$6 million in Certificates of Obligation in early 2010. MDD is funding the debt service on the $6 million in CO's. This allocation funds the current year debt service requirement. $437,888 Pirates Bay Waterpark Expansion -Debt Service Attendance and popularity continue to be greater than anticipated with the waterpark's capacity limiting tickets sales on a regular basis. The development of a multi-phased Pirates Bay Expansion Master Plan is in progress. MDD funding of the North Main water and sewer project debt service has been shifted to the Water and Sewer Fund to provide $5.5 million in MDD debt capacity to help fund the expansion. This allocation funds the current year debt service requirement. $375,529 18-12 Baytown Sports League Improvements The budget provides continuous funding for various improvements at little league, pony league and soccer facilities including bleacher covers, backstops, paving, trails, lighting and fencing repairs as needed. $100,000 Goose Creek Trail-Phase VI The project would connect the Goose Creek Stream Trail to the Hutto Parkway Trail and beyond. The project will cross Park Street and Decker Drive at the Highway 146 North Feeder Road. The project will go under four Highway 146 bridges and a consultant may be needed to provide engineering under both feeder roads. The trail will also require permission from TxDOT to utilize TxDOT Right of Way including traveling under the four Highway 146 bridges. The project will be the final link for the Goose Creek Trail that will connect Bayland Island to Hutto Parkway and beyond. With the exception of the engineering required under the service road bridges, all planning and design will be completed by Parks and Recreation employees. The project will also replace two footbridges along the current Goose Creek Trail. Plans and Specifications will be provided with Baytown Parks and Recreation Department employees. The bridges were installed in 1993 and are in need of replacement. The total for this phase is $465,000 and the MDD funding is supplemented with $150,000 from the City's Capital Improvement Project Fund. $315,000 Land Acquisition -Future Parks This project provides funding to acquire future park land. This is a continued set-aside of funds to provide an allocation that would be used as land becomes available. $50,000 Ball field Lighting and Wiring at Sports Complex-East Road (Girls) Fields The East Road side of the Sports Complex opened in 1973. The original ball field lighting included direct burial wiring for the quartz lighted 4 field Complex. In 1983, the lighting was upgraded to state of the art, MUSCO sports lighting system using the existing direct burial wiring. In 1998, the city upgraded the system by replacing the light poles. Special inserts were installed in the 1983 fixtures to increase the light levels. The lights were the only items that were not addressed during the 2003 Sports Complex renovations. During the past 10 years, the old 1973 direct burial wiring has begun to cause major issues needing to be replaced. The project would completely replace the existing system including lights and wiring with the exception of the 8 common concrete poles. The new energy efficient system will have a 25 year warranty and will increase the light levels to current standards and eliminate the expensive maintenance and downtime caused by 1973 wiring. The project will upgrade the ball field lighting and will provide much needed security lighting in the back of the complex. Increasing the light levels will provide safer playing fields for the Girls Fastpitch Softball Association. The energy efficient green system will also reduce electrical cost along with the 25 year warranty that will insure maintenance cost savings for years to come. The project will eliminate long and costly delays and lost game days on major repairs due to 1973 direct burial wiring. $575,000 GLO-CMP Cycle 19 Grant for Tabbs Bay and Goose Creek Stream Cleanup The City applied for and was awarded a General Land Office -Coastal Management Program Cycle 19 grant to continue removing derelict and abandoned pilings from Tabbs Bay. The 60/40 grant totaling $166,000 was awarded in February 2014 and grant funds will be available October 1, 2014. The City of Baytown's portion of the grant is $66,400. This is the 4th phase of the derelict pile removal project that has removed 1 ,272 piles from Tabbs Bay and Goose Lake. To address the community image issues with the remaining objects in Goose Creek from the Decker Bridge to the Business 146 bridge, staff has added an additional $20,000 to remove tires, shopping carts and other discarded junk that has been dumped into Goose Creek over the years. $86,400 18-13 Median Beautification Crew Initiated in 2013, this project continues funding of the Median Beautification Crew. The crew is responsible for the trimming and mowing maintenance of landscaping on Spur 330, Highway 146 and will be involved with the landscaping of Highway 146 between North Main and Garth Road scheduled for the fall of 2014. The crew also assists with maintenance of medians on Hutto, Baker and Alexander Drive. $110,500 Community Service Supervisor With the addition of the new Community Service Supervisor the court assigned community service worker crew can be "split" into two crews which will allow for additional litter abatement along the major roadways as well as additional mowing of City owned properties. This additional litter abatement will enhance the City's efforts of beautification end economic development by improving the visual perspective of the City. The carryover funding from FY14 will be used to replace the crew van and to provide replacement equipment for the crew members. $77,200 Roseland Spray Park Renovations Roseland Park Spray Park was opened in 2002. Other than routine maintenance, the system has worked consistently for the past 12 years. However, some of the major components have worn out. This project would replace the controller, all twelve electronic valves and raise the vault above ground. The vault has flooded three times over the years that caused major downtime for the system. The project will also include a cool deck to be installed in the spray area. Roseland Spray Park is the only painted spray park surface the city has. Cool deck will provide a non-slip surface and provide a surface that does not absorb the hot sun temperatures. Design and oversight will be provided by the Parks and Recreation Department employees. $42,000 Special Needs Playground We are partnering with Goose Creek CISD to establish a special needs playground at Bowie Elementary School. This effort will include the installation of specific park playground equipment that is specially made for special needs children. The City's contribution includes the design of the playground and the installation of the playground equipment. $25,000 Project Administration & Overhead $300,000 18-14 ' BAYTOWN 18-15 00 I Capital Improvement Program 2007 Approved by Voters on November 6, 2007, revisions: June 26, 2008; September 10, 2009; July 15, 2010; September 8, 2011; July 12, 2012; July 11,2013 Pro Base ProJect Funding (To be Year1 Year2 Year3 Project Increased for FY 2007-08 FY2008-09 FY 2009-10 Inflation) Issuance Costs nla $ 126,000 Street Improvements $ 30,000,000 $ 5,000,000 $ 5,000,000 Northeast Fire Station $ 2,892,000 $ 600,000 $ 2,406,600 [occupy] Radio System Upgrade $ 4,000,000 $ 1,000,000 $ 2,100,000 Matching Funds for Harris $ 6,000,000 $ 1,000,000 County and TxDOT Projects Construction of drainage $ 2,000,000 $ 400,000 $ 400,000 facilities Replacement or Expansion of $ 900,000 $ 100,000 EMS Station on South Main Aquatics Master Plans Phases $ 8,750,000 $ 4,000,000 [MDD-$6m] $ 500,000 1&2 911 Center and Fiber $ 8,000,000 $ 225,000 Upgrades Extension of Baker Road $ 6,000,000 $ 750,000 Park land north of 1-1 0 $ 500,000 Sidewalks near Parks and $ 500,000 $ 100,000 $ 100,000 $ 100,000 Schools North Central Fire Station $ 3,587,000 Beautification $ 1,000,000 $ 171,000 $ 167,000 $ 167,000 Public Safety Building $ 580,000 $ 600,000 Improvements Siren Replacement and $ 418,000 $ 418,000 Additions $ 75,127,000 $ 12,815,000 $ 10,773,600 $ 1,842,000 ected Costs at 5% Inflation Per Year Year4 YearS Year& FY 2010-11 FY 2011-12 FY 2012-13 $ 138,000 $ 173,000 $ 180,000 $ 5,000,000 $ 5,000,000 $ 5,000,000 $ 400,000 $ 400,000 $ 880,000 [occupy] $ 3,100,000 $ 400,000 $ 275,000 $ 1,000,000 $ 6,350,000 $ 100,000 $ 100,000 $ 400,000 $ 3,630,400 $ 167,000 $ 167,000 $ 166,000 $ 9,685,000 $ 6,515,000 $ 16,826,400 Year7 FY 2013-14 $ 143,000 $ 5,000,000 $ 400,000 $ 1,300,000 $ 4,000,000 $ 525,000 $ 11 ,368,000 YearS FY 2014-15 $ 1,150,000 $ 5,000,000 $ 4,000,000 $ 10,150,000 Proposition 1 Proposition 2 Proposition 3 Proposition 4 Proposition 6 Issue Costs 2007 Authorized Total $ 760,000 $ 30,000,000 $ 3,006,600 $ 4,250,000 $ 6,000,000 $ 2,000,000 $ 980,000 $ 9,300,000 $ 9,500,000 $ 7,100,000 $ 525,000 $ 500,000 $ 4,030,400 $ 1,005,000 $ 600,000 $ 418,000 $ 79,975,000 $ 36,500,000 22,785,000 10,830,000 7,100,000 2,000,000 760,000 $ 79,975,000 ·--~---···r ---T UTILITY CAPITAL IMPROVEMENT PROJECTS SUMMARY Active and Future Projects Years 1010 1011 1011 I 1013 1014 1015 1016 1017 1018 I Project Description 1-8 Year9 Year 10 Year II Year 11 Year 13 Year 14 Year 15 Year 16 Year 17 Total Re./lgblJ.lllltion Protects Miscellaneous Rehab & Emergencies-Sewer $ 8,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 1,000,000 $ 17,000,000 Central District WIW Plant lmprv Design 1,594,093 --- -----1,594,093 Central District WIW Plant Lift Station 900,000 -7,000,000 ------7,900,000 West District Plant Expansion (Debt Svc on SO% of year 7 costs -1 -1 funded by MDD) 29,600,000 ------29,600,000 Gulf Coast Lift Station 2,000,000 500,000 -------2,500,000 Steinman Lift Station & Force Main 940,000 -6,500,000 ------7,440,000 Raccoon Lift Station 343,350 400,000 3,700,000 ------4,443,350 Lift Stations-Various-PER's ------- --- Garth Road Lift Station ----1,000,000 -2,300,000 --3,300,000 West Main Lift Station --1,500,000 -- - ---1,500,000 Cedar Bayou Lynchburg Lift Station 19,847 ----1,000,000 ---1,019,847 Slapout Gully Lift Station --I -300,000 -----300 000 Hugh Wood Lift Station -I -I -300,000 -----300,000 Little Missouri Lift Station - - ---800,000 -i 800,000 j McKinney Lift Station -- - -----I soo,ooo I I 500,000 I Craigmont Lift Station I 2,5oo,ooo I 2,500,000 J Sanitary I Water System Rehabilitation I ---4,000,000 8,000,000 ----12.000,000 I Allenbrook Subdivision -----340,000 185,000 - -i 525,00<!_ Oakwood I Lee Heights Subdivision ---700,000 --- - - 700,000 Pelly I Gulf Hill Subdivision I --I -450,000 ------450,000 Lakewood Subdivision --I -----250,000 -250,000 -· - ~ Pelly Area - i -I --~ ----182,000 ! 182,000 Pruett Estates I ! 280,000 280,000 Force Main Rehabilitation -500,000 ! --I -----500,000 Cedar Ba~ou Lift Station lnvesti@!!tive Study/Const 1oo.ooo I -2,000,000 -----I -I 2,100,000 Central Heights Subdivision Rehabilitation 642,500 I --I ----I -i 642,500 Pinehurst Sanitary & Storm Sewer Rehabilitation -700,000 4,200,000 ---- - - 4,900,000 Water System Rehabilitation - - 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 1,000,000 t,ooo.ooo 1 8,000,000 Waterline from Sjolander to Blue Heron - -----275,000 --! 275,000 . Water Main along J Martin ( 1-10 to Cedar Bayou-Lynbg) -- ----1,550,000 --I 1,550,000 j I Total Rehabilitation Projects 44,139,790 1 3,IOO,ooo I 26,9oo,ooo I 7,750,000 11,ooo,ooo 1 3,340,000 6,310,000 3,050,000 2,682,000 I 4,780,000 I 113,051,790 I UtHllf. ~m lml!.rovement Protects Water Tower at Sports Complex 200,000 2,2oo,ooo I ----- --2,400,000 Baker Rd and Bayway Water Tower Rehabs - - 650,000 ----- - 650,000 Water Line-business 146-Goose Creek Bridge 300,000 ---I -----300,000 Baker Road Water Well Replacement 1,800,000 --------1,800,000 Thompson Rd Utility Relocation ($453,631 in Yr 8 BA WA) 1,153,608 - --I -----1,153,608 Total Utility System Improvement Projects 3,453,608 2,200,000 I 650,000 -------6,303,608 fY.ew Develol!.ment Protects/Oilier I North Main/1-10 Utility 4,500,000 ---I -- ---4,500,000 Issue Costs 1,447,000 - - -100,000 100,000 100,000 100,000 100,000 100,000 2,047,000 -Total New Development Projects/Other 5,947,000 -I --I 100,000 100,000 100,000 10o,ooo I 100,000 100,000 6,547,000 I I I 00 I Total s 53,540,398 I s 5,300,000 s 27,550,000 s 7,750,000 s 11,100,000 s 3,440,000 s 6,410,000 s 3,150,000 s 2,781,000 s 4,880,000 s 115,901,398 --...] MUNICIPAL DEVELOPMENT DISTRICT (MDD) PROGRAM FUND _ _______ ____ __ _ ~ __ ___ _ __________ __ BUDGET sUMMARY-_ PROJECTED WORKiNGCAPri.AL ·- FiscaiYear 2014-15 --r--_i ___ --r· I ----:--~---i -~inuited revenue growth for projeCted years:! -1.5%-I-- ~~-~1i·-~-~-=·"'J~_ ...... ~_ ~~-~--~-_ ~r 38.;_1_~~~-:~ .. :··~t:~:~::~:.:::: $ :::: ~~=.$ ._;:_; __ :.~:~~ ~::: ~;:::· $ •• :~~~-;;:'~~: Interest on Investments 1,352,408 I -5,000 5,000 5,000 -I 6,000 6,000 6,000 6,000 6,000 6,000 6,000 -Contributions&-MisceilaneoUs .. --------r--247 410-r 46 95o 54,950 54 950 . --48 2oo i 48,200----~ooo-:---20-000 I 20,000 20,000 I 2oaoo --------yotafMDDRevenues --. ---39816,653 I -1 5492950 I 5,500,950! 5609770 5,754200 I 5,754,200 5,812000 i 5,899,000 i 5,987000 I 6,076000 i 6,167,000 -i--~-. -I I Elipendltures _ ___ -~ __ -~~---\----~~ ---~----1 [ ______ ~----t--1 ___ ___ ---------·------ Economic Development Projects . ___ 1 j____ _ ! ' . __ ____ I --~----1 _ ----~---_ I Development of New and Expansion of Existing j , =~ I I : ± __ Businesses and Industry___ ____ _ ______ 1,099,496 ___ 28~,425_;_ __ 25_D,OOO_i __ 533,!25 _____ 7,85fl ___ 52~567 __ 150,000 _____ 675,567 __ 300,000 -~OO,OOOJ ____ 3_()9_.000_1 ___ ;300,000' _300,000_ Econ Development Foundation -Basic Economic 1 Deve_I()J!_f!l_entServices __ _ 1,300,000. -----~-200,000 _200,000 ~ 200,000 _____ _-_ _250,000_1 __ 2__[0,90() __ -~00_.000 ___ 200,()90 __ 200,000 _2_00,000 ____ 200,000 Econ Development Foundation -Special Economic i I I 1 __ !>_e'o'!!Jc)Pment Proiects ___ __ _ : __ _308,5_54 -f________m,74_7 ___ jOO,OOO __ 324,747 , _ 30,000 ___ 294,747 __ 100,000 _ 394,747 _ _100,000 ~.ooo_L 100,000 ; __ 100,0Q()_l__ 100,000 _ ~;~;~~:;~~f~~~~~~~~o;-_special Economic ; 1oo.ooo_l _ 110.000 1 __ .. __ -. 110.000 1 _ . _ 11o.oo_oJ _______ .) __ 110.0QO_ __ _ ' I : I -~~~-pe_•'!n_A_~~~~~~:£!:,::~a~=~~~~:n---·----621,197~1 __ 42_;3.97~ ___ 1oo.ooo;_ __ 523._976_j__ 454_ _523,522 _ 100.000 _62_3.522 _ 100.000 ·-~1-oo.ooo_j__30Q.o60-i --_-=3-c-oo-=-.ooo~-"----__ -300-.-oocl Little Theat_er____ --~ _ -; _ 500,00Q_,_ 500,000 1 ~000 --~·000_ ____ _ --~--! -----~------ IMarl<etil'l9PianUpdate -~~----! 35,000 -1 35,000 i 31,101 ___ --~--, ___ __ _ __ -· -j __ -i Unlfledland Development Code 37,500~---15~ - -r---15.oooT--T -I ; -------Subtotal 3,466 747' 1,592,148 650000 2,242,148 i 269413 1,953,836 600,000 1 2,553,836 700,000 I 700,000 I 900,000' 900,000 I 900,000 St~:,s~~;a~--:;;;;;walks & ·s/gnalii_atlon Projec]ts~ _ -1--__ _ ± _ J ------=--~-_ -_______ ~-1-~ -j ----=-=. _ j-----+-j ---=------=-1 - !B.akerR_()ild Ex_te_ns_ io_n-La--n-dAcqu.is'_ltion _ _ _ 113,792 98,710-=._ ---(98,710)1 -I · -----:--j--------------I LandAcquisitionforNewThoroughfares I -I 713,000 198,710 r 911,710 I . : . 911,71~; ·1oo.oo6t--1.011,71b-------.,oo;oob j.-1oo.ooci. 100,00tl I _100,000_, __ 100,000 --ICitYGatewa~eCt~-· ------i-... ---_ ~ --=--, -35o.ooo i ~o_i ____ 350~000 ------=T -_15o,ooo 1---150,000 ~-35o,oooL__-=:=--·-· · ----~·---- iNorih Main/Alexander Signai Synchronization 780,778 · 53,609 1 -1 -53,609 -1 -! _ -----~'. ___ 1 ---]~~at:_~~~":;~:r~$[:~~~~~ymentDecker. -~--446,914~_.-------r---:~.957 ;~~~; .. ---1:8,9~; ----~--148,957 ~~.95; -149,000 L 149,000 i ---------- Texas Avenue Streetscape and Town Square '1 -----j . i -----. ---nn-j . ------- Project ____ 305,243 ! 264,967 500,000 j _ 764,967 1 __ 764,967 j ~-500,000 ;~1J.~,967_ ~!_50,000 ~ ~ 150,0~-i _1_5~o_o_o ___ -~----_ ~50,00-_~_+-__ , ~---15-·o-.ooo __ _:___-~ijwn_"-a.-f~"f4~-----~ri~~~~-e.d._I-!_.O~w_. ___ esf~------r:-1 -~_ .·2_--2 __ ._~ .. 2.4 .• 7--_~--1~. :~~~ --. (3 -~o.ooo--)! ____ -~~3--_~--_-_223,753= __ -_19.oooi ~---~:---29,()()()_ =----------Signal-Hutto and Rollir!gbrook ___ 4,800 5,200_ 50,000 I 55,200 _ 55,200 -__ -_____ : __ _ ---+-- -1 ~-f~~~~u~~;r~~;~i:ct_ -~-~~~~;~~~--,_-,~----~---~= ~-=------~-~-_-_ :-~-~ : --: j ___ : ~ _---: ---=~j~---:I _ _j __ _ . Garth Road Traffic Engineering : 10,032 7,668 1 7 668 : 7,668 -15.000 15,000 --I --1 ~-~-·-· · sub!iltal . 2,883,277 , 1,745,907 1 798,957 2.544.864 , 785,578 1.1o5 677 , 913,957 . 2.619,634 749.ooo 1 399,ooo i 250 ooo 1 25o.ooo I 25o.ooo fit'iiiii_Projects --~~--------t-: -· EconomicDev.CostSharewitt1-o8veiolirsto---~ 1 · --------·-----------1- 1 -~f!~:~~~f Plant Deiltservice (60%-2005 j-----__ 26,083 ;______§g6f:i5 ~-__ (245,642>l--~~o1t3_:_ -----~ __ 412~~1oo,ooo_; -_51_2,013 _15o.ooo j 15o.ooo , 150,ooo_j_ __ 15o!OQQJ __ 15o.ooo ____ & 2oos_TWDB & 2006 co·-s. > _______ ._ _ _ _ _ _ I _____ 6,067,580 -1 1 1,201,581 . ___ 1,201,581 1,201,581 _____ -1. 1!302,2551 __ J,302,255 _ __!._20__1.58_1_1 ~.-1.208_,3:1_!; ~~ .• 1._.~14,6941, . J,-21.8,12-3 1 1.2_ 2.5.217 - West Dlstrtct Plant Expansion-Debt--Service-(50%---~ I l 2008 CO's) 3,202,146 -_ _!,002,966 ____!.002,966_ 1,00~96§_ ___ __:__l___1,009,356]_ --~.OQ9,356 __1,002,9661 1,009,356 ___ 1,01~619 __ _1,021,055 __ -~1,026,271_ --Hi.ittouttslat~--· · -------· --129,978 10.022 -10.022 ---7,5oo 62,522' -62,522 --i -~---~ ---~----=--------- ~~~~~-·------~ ~ 942.:. 7~~:~--· 2~::,=-3.~:~!' ~ 2.$e~ ~.~: 2.:~::; ~~886 .. :~ ~3~.54;. 2.367.67;: 23~~.~~ -~7~~4aa MUNICIPAL DEVI:_~Q~MENT_DISTRICT_lMPD)_ ~~O_§~M FUNQ__ __ _ BUDGET SUMMARY· PROJECTED WORKING CAPITAL Fl-sc-a-IY_e_a_r2014:15___ --i --------,~---1 T----,----~-----l -----: ~----Estlmatecirevenuegrowthforprojectedyears:l --~ --1--- I j Rev thru FY13 ' Carry-I Adjusted Total Estimated I New Total _____________ , Current I forward j Allocation Allocation I _Expe~dltures __ Carl')'-forwll!_d~ All()~a~IC)Il __ AI~~ ~ojected ___ Projected ___ Pr_!ljEI_cted _ _p_!()ject~ ___ Projec:ted __ I ; Expenditures l2ii12~13 -· 2013-14 2013-14 1 2013-14 2013-14 1 2014-15 2014-15 2015-16 2016-17 2017-18 2018-19 2019-20 ----_____ l --. --~! ----t----1 l -----------------~------__ J.-1------t~------ea~:~:~:SterPianPhase1&fconstruction --------~-~~ :·: -----t---------------------------------~~ , --+--- ___ (DebtSvcon$6mm) _522JI~ -i __ 42_~'[38 _427,738 _______ 4~.738 ______ • ____ 43I.88fl_~~7.888 ____ 427,'[38 ____ 437,888 42_6,713 ~~34.!3L __ 426,338 ~~mBay Waterpark Expansion-Debt Service on 399,288 712 [ 376,563 377,275 377,275 -, _ 3_!_5_.~~~-~75,529 ___ 3-75 •. 5_29 _______ 376-,07~,-_3_-76,529 1 ____ 37!),292 I _ 3'[3~554 -B ownSportsleagueJmpr_ovements___ -~~128 ___ 63,0~_ -113:S~'[6,218_~_ -}7:S.~!l=----~:-100,000_~,000 ____ 25,000) ___ 25,000 , ___ 25,000! 25,000_jn ____ 25,000 ownNatureCenterEntrywayandMisc. 1 I ___ 1'--~-! ----~·---___ · J, provements 965,449 20,813 I -----~~ __ 20,81~----___ __-_______ -_,_ __ _ I Goose Creek Stream --Trails, Docks and Picnic -------r· ----:-- !Shelters _ -_~.027 !-135,2-3!!_~· --=:.:-=:-_-=-=----1--1=35,239 i --I -~1 --, ---I -I Goose Creek Trail Phases V and VI • 1 -_500,000 i so0:0oo--r---360,000 _ 200~o0_(j_j_ 315,000 -~-~J5[ooo1·----J0o,OOO 300,0oo 1 -300,000 r--JOO~OOO _j~dAcg_ll_~_!ln_-£uiur_Et_~ik.S:----__ J4,942~j_3~-j-so.ooo 223,139 ____ 53 __ .04_ 1 ----~~3.139_ so__.o_o~_-__ 273,-13~ ___ 1_s2o5 •• o0o0o0 __ -_ -_ 1s-2o5 •• o0o0o0 J--~5-o __ .oo_~---o ___ -1-----~---so_-.~~-~---_·_-50----_.o_ o~---~~~~-~~rllple_xjParklng,_fleJ~!..a_l!d_~!ghtillQL _5~.~~~-. ---~Jl!1_ -50~ __ 53,041_ _ _ ~ _ _ _ _ _ _ _ East Road Girls Fields-Lighting and Wiring -1 5J:5,000 J~OOO_ -_ _ _ __-_~I ______ : , _ -_ ____ _ . . _ _§praygrounds_{not_speclflc)_~ ==----n 249,2591 • -~ ____ _ -1 ____ -_1 ___ 50,000_,_~---50!..000 ___ ----~~~~~~;e~~:~,L~aic~:_gue~~~s __ ~ ·-__ _j0?,97~J1 . ___ _-~'. _ ~5_--'0_00_.-: ___ -~~~~-L 25 '00~ -------·86.~~-~-_ 86'-4()()__ __ 54.~~~[ --_§4.oo<l ~~-----=54~oob-_-~~=--)4.o~ ,,---s4.oo6 ITabbs Bay Cleanup . _ L - - 1 100,000 I 100,000 I 99.~5!_ I---- _ _ --!--___ -_ ______ -! -, -, -1 --fBaSkeibafcourt cover-NC Foote & McElroy l -58,423 :--· --· -~-~--I ·---_-: . ____ -_:-____ -_:==-· --:_ ---_ Eddie Huron Park Phase II & IIi--~ 171~-3,198 -, 3,198 1 _!.871 ~j~~ity-~all ~~r(flmprover.leiiis Phase 1~_11 ___ ; -14.616 -------v.-384 ---= ; --27,3S.f~ 27,384 Median Beautification Crew . , 119,348 _ -652 ·--128.8oOT129.452 T 129~452- CommunHy Service Supervisor 1 - . -, · 82,100: j'-82,100 t' 4o.oori --_ 42,_100 _;_ ~= Roseli~~ark-lmproveme~ts--·----j ------gB,380: ---1,620 • -1oo._25o. -. 101.870 -fo'[81o -- .. ~seland Loc()motlve lmf)rovements_~--_ . j ----~, -• i 59,82_5 ~_:a2_s_)_ _ 59,!l2~ Roselan(f _Sp~li)'_l:lark_ Renovatio_ns____ · ~ -~ 1 -----· --~ -1 -~ Sp. e. cial Needs P_layground -~-____ --j-___ --_· __ --_. __ -_ · -1 -~ -Jenkins/ Holloway Park_lmprovemerits --~ ---__ 9 5 8 2 _ •• 6 7 -3 1 2 5 -_-r --9 5 -. 2 8 .. 6 7 3 1 - 5 2 __ --~ --_ Goose Creek Park Improvemen-ts___ -- ' • _ Hutt~y Median -~ ~ -soo.ooo ---j Jenkins Park Disc Golf _ 2_3_.913-1,987 : · · -1 --1,987 - -AilenbrookPark"lmprovem~--· -_____ --~-----. 111,9so : 111,96ci • _. l ----- ·-- --11o:soo--~.5oo ~12o:0oo n.2o9~~ 119~00-12.000 42~()()~ l . . 42,00~ --- 25,000~]--------.25,00()_ -------·----- " I " _-r------- -.r ---- -----· ---------- -------· -·-------~- 120,000 ' 120,000 --120,ooci :-~120,000 72,000 i --72,000; --72,000_.=___ 72,000 ·---.1 r _· =l~-= :!-~~ -~ ----~--:_I, --:_f ~ . --=-r--- ---~_--, -----! ----. -_~, - ·---·---------~~------ ---~-- -I I Kayak Launch . . 25]@ : -25,oQO-=~- "JirTigationS~tem-forSCiccerF~--29,535~--1~-<>~.4,65 • -1 _____ 1__ , ______ -_ -: _______ :-. _____ -· I Wetlands Center Improvements 1,399 I -I -i -! -1 --------~ ---- ~===~=-_-s~~tOia'==-~-.4.35_1,526~1 _441,_2_~2 _ 2,301,76_~~ 2,732,§_86 J _2,109,66~ ___ 46§,239 __ 2,194,517_! 2,659,756_ ----.J,599,267 1._1,559,967: 1,474,242 j Total MOD Projects 20,127,3871 4,531 964 6,055,273 i 10,576,772! 5,747-;-295 ~28f-6,126,085-1 10,719,372 -5.462,814 I 5,026,638 5,003 555 1,481.430 ' . _!.~~0.892 -=--5.020,60~l-4,972 380 Other --- -·-----~· ----:-r------··· I -~---~ ~--------l Project Administration and Overhead ·1,787,500 I . -_ 3oo~ooo. --~ 30(),000_ -502,021-:,, . ·_300,ooo_-= . 350002 •• 000201----_3~o:ooo_--, ~ -~00--L--1 -~oo.o~_--.•f:~_ ---~-1--300,000 Unforeseen/'New Initiatives __ -=:===-..= 22,704 "7--sQ2.o21 ; -502,021 _ _ _$ubto~al _ ---~------~-...:1.:.:,8;..;.1.::J0::204=-=-,; _....;:50;.:;2=.~·~02;;.;1-.. __ 3=-=00=.o=-=o-=-o-+:_...:8:;.:0:.::2~,0=-2.:..1 +I __ --:.300=.ooo=+----:.50.=.:2::..o.,0:;.:2:..:1-::-....=.;300=000=-' _...:8:;.:0:.::2~,0=-2.:..1 .,_......:3:.:00=000=-=-.;....' _......;:3:.:00.::J':::;OOO=-=-+-~ _...:3:;.:00=,000:.:.:..+~ _ _..;3::.::00=,000:.:.:..+~ __ 3:::0:.:0:.t.:,ooo~ I---t-----Total MOD Expen_d_lt~ _ :..._.:.21..:..&9:::3::..:.7..:::,5:.::9..:..1 ...:..1 --=5:.t.:,0:.::33:::.:•:::985::...'~...;:6:.::,35=5=.2.:..:73::.....;......:1~1.::37.:..:8~,7:.:9:.::3..;.: __ .:.6,::04..:..:7:..::2:.:9:.::5+-__:5:::.•..:..:10:.:1..:::,3:.::08:::;...:-'~ .....:6:..::.4.:;20:::.0:::8:.::5_, .....:..11:.::,5:::2:.:.1:.:,3:::::934-.....:5:..:..· 7:::02:z:8::...:1~4 _ __:5::;,3:::2:.::6:.:.6:::::38::....:...1 .......:5:.::,3::::0:.::3•:::::5:::55::..:..., _.,::5:.:,3::::20:::,.6:::0::::8:..:''-~5 :::.27:..:2:e,3::::8~0 I ' Rivenues OV_E!I'Jll!lder)expendltur~~---. --: -17~B7_9Jl62 ! {_5!633,985) r (862,3,..=2=34) ----'-'(5=,8-:..:.7_~~843) ---(437,5~ (5,1Q!:3osjC (S65,SS§)LJ5, 761,19~ __ 1()9,18(j__::~~~72,36_2 ~: _683;445 :. 755.392 : -8~.6io Endlngworklngcapltil_ .. ---. ------u; $ 17:879,062 i-$1,373,491+$ 851,775 $ 529.633 $ ---5.969,951 -$-868,643 IS2(f~202,758 $3H,94.d $ -· 884,306! $ 1,56f.isfl $2,323,143-:$ 3,217,763 00 • -\0 BAYTOWN 18 -2 0 CITY OF BAYTOWN MISCELLANEOUS FUNDS OVERVIEW This section consists of various funds designated for a single purpose. The presentation is a matter of information. Authorization is received by a grant, contractual arrangement, legislative requirement or budget appropriation in other funds. The funds presented are as follows: • Street Maintenance Sales Tax (Fund 211) In 200 I the Texas Legislature passed House Bill 445, which allows cities to raise their local sales tax rate by 0.25 percent if the funds are dedicated to street maintenance and repair. On May 15, 2004, in the general election, the citizens of the City of Baytown voted to authorize the imposition of a street maintenance sales tax. This sales tax must be reapproved every four years by voters or it will expire. In November 20 II, reauthorized early due to Senate Bill I 00, Baytown citizens overwhelmingly reapproved the sales tax in order to continue this beneficial program. This fund will account for the revenues collected from this sales tax and may only be used to maintain and repair municipal streets that exist when the tax is adopted. • Community Development Block Grant Fund (Fund 270) CDBG is funded through grants from the Department of Housing and Urban Development under its Entitlement Program and is used to carryout the initiatives of developing viable communities within the City of Baytown. The City's initiatives under this program are to provide decent housing, suitable living environment, and expanding economic opportunities for low-and moderate-income persons within the CDBG targeted areas. • Capital Replacement Fund (Fund 350) The Capital Replacement Fund (CRF) was established to improve and maintain the City's non-infrastructure capital, including, but not limited to, such items as vehicles, equipment, computer software and hardware. Items included in the CRF are usually expensive, non-recurring items that have a useful life that spans more than one year. Funding is provided through capital lease payments from other funds and interest income. • General Capital Improvement Program Fund (Fund 351) The General Capital Improvement Program Fund (CIPF) was established in 1998 to provide pay-as-you-go funding for the City's General Capital projects. The CIPF can be used to offset the impact of debt issued for capital improvements. • Water & Sewer Capital Improvement Program Fund <Fund 527) The Water & Sewer Capital Improvement Program Fund (WSCIPF) was established in 2003 to provide pay- as-you-go funding for the City's Water & Sewer Capital projects. The WSCIPF can be used to offset the impact of debt issued for capital improvements. • Water & Sewer Impact Fee Fund (Fund 529) On May 8, 20I4, City Council adopted Ordinance number 12,540, updating the impact fee for the City. The fee is intended to ensure the provision of adequate public facilities to serve new development in the service area by requiring each such development to pay its pro rata share of the costs of water and wastewater capital improvements necessitated by and attributable to such new development. 19-1 CITY OF BAYTOWN MISCELLANEOUS FUNDS OVERVIEW • Bayland Island Operations Fund (Fund 540) The activity relating to the leasing of facilities at Bay land Island is recorded in the Bay land Island Operations Fund. These funds are used to maintain the facilities and service the Alternate Minimum Tax (AMT) debt issued in 1992. A lease for the operation of the marina was executed in 2002 and revised in 2012. • Medical Benefits Fund (Fund 560) The Internal Service Risk Management Fund for medical benefits includes premium payments and claims for the City's self-funded health and dental program. The City fully funds a reserve for claims incurred but not reported and maintains adequate reserves to cover unexpected spikes in plan costs. The target reserve level for the Medical Benefits fund is to maintain between a 90 to 120 days reserve to cover unexpected spikes in plan costs. • Workers Compensation Fund (Fund 561) The Internal Service Risk Management fund for workers compensation includes activities associated with the administration of the City's self-funded workers compensation program. The target reserve level for the Workers Compensation Risk Management fund is to maintain between a 90 to 120 days reserve to cover unexpected spikes in plan costs. The City funds a reserve for claims incurred but not reported. • Other Miscellaneous Funds This section includes other funds with restricted uses. These are budgeted for the use of all available funds received to date. As new monies are received throughout the budget year, they will be presented to Council for acceptance and appropriation. •:• Municipal Court Special Revenue Fund (Fund 201) Municipal Court Building Security SB 182 amended § 102.107 of the Texas Code of Criminal Procedure to allow the Municipal Court to impose a $3.00 fee on all misdemeanor convictions in order to cover the costs of providing building security. This fee provides funding for personal services for the bailiff in the City of Baytown's Municipal Court. Municipal Court Technology SB 601 amended § 1 02.0172 of the Texas Code of Criminal Procedure to allow the Municipal Court to impose a $4.00 fee on all misdemeanor offenses in order to purchase computer enhancements, such as computer systems; computer networks; imaging systems; electronic kiosks; electronic ticket writers; and docket management systems. This fee provides funding for the purchase of technological enhancements for the City of Baytown's Municipal Court. RAP Program This program is funded by a $25 mandated fee which is added to all municipal court cases in which the defendant takes over thirty days to pay for assessed fines. Half of the twenty five dollar fee is retained by the city, the other half is sent to the state. The City of Baytown has primarily used their portion of the payment to fund our juvenile alternative sentencing program (R.A.P.). The R.A.P. program which stands for Responsibility, Accountability, and Pride is a community service program. Juveniles are supervised and perform community service (clean-up, graffiti, trash pickup, mowing of yards, washing cars) in lieu of payment of assessed fines. 19-2 Juvenile Case Manager CITY OF BAYTOWN N.fiSCELLANEOUSFUNDS OVERVIEW The Juvenile Case Manager is vital to our organization in which it opens up communication with the courts and opportunities relating to juveniles. This is a self-funded position by which a $5.00 fee is added to each citation that is processed through the Municipal Court. The funds allocated from these fees must go to specific causes such as salary, training, and supplies associated with this position. •!• Parks and Recreation Special Revenue Fund (Fund 209) This fund accounts for special contributions from individual and corporate groups dedicated to special programs within the Parks and Recreation Department that are not part of the normal operating budget. •!• Hazmat/Homeland Security Special Revenue (Fund 210) Weapons of Mass Destruction/Hazardous Materials This program will account for expenses and revenues associated with responses to incidents involving hazardous material spills outside the City or on behalf of non-residents. •!• Police Forfeitures (Fund 225) Special funds designated for programs outside the normal operating police budget. Funds are received through forfeitures of seized funds and contributions. •!• Family/Yout/1 Programs (Fund 226) Drug Awareness Resistance Education (D.A.R.E.) Project This program provides Gangs and Drugs educational training to middle school students within the local independent school district. This educational training is provided by officers from the City of Baytown's Police Department and is funded 50/50 through an intergovernmental partnership with the Goose Creek Consolidated Independent School District and the City of Baytown. Child Safety Fees and DARE Donations provide the City's share for this project. Pursuant to Article 102.014 of the Texas Code of Criminal Procedure, the County assesses a Child Safety Fee in the amount of $25 against drivers that receive violations in school zones and remits the fee to the City monthly. Victims of Crime Act (VOCA) This grant program funds 80% of one domestic violence-counseling position within the Police Department. The City provides 20% matching funds for other expenses through local funds. The counselor assists domestic violence victims by responding to the crime scenes, providing immediate counseling and referral services and if needed, hospital accompaniment. Additionally, guidance is given to victims on the various legal steps within the criminal justice system such as crime victims' compensation issues, protective orders, and court accompaniment. •!• Police Academy Fund (Fund 228) The academy provides in-service firearms training to City of Baytown police officers as well as providing training to new recruits and officers from other agencies at the Sgt. P .E. Badillo Firearms Training Center. This program is funded by fees charged to the Drug Enforcement Agency (DEA) for their use of the Firearms Training Center. 19-3 CITY OF BAYTOWN NITSCELLANEOUSFUNDS OVERVIEW •!• Odd Trust and Agency Fund (Fund 231) This fund accounts for several miscellaneous programs including funds received from the local industrial plants and districts for the City to provide fire fighting and rescue services that are not included as a part of the Fire Department's operating budget, municipal beautification efforts and the public community improvement program funded by a portion of industrial district agreement revenues. Also included in this fund are the assessments received from the Public Improvement District (PID). •!• Library Grant Fund (Fund 266) This fund accounts for local grant funds pass-through the State of Texas Library and the Texas State Library & Archives Commission (TSLAC). The grant funds are restricted to provide funds to maintain, improve, and enhance local library services, and to provide Texans who are not residents of a particular local community access to and services from the many participating public libraries in Texas. Contributions and donations fund special library programs, not a part of the normal operating budget. •!• Summer Youth Job Program Fund (Fund 280) This fund is to account for funds received from local businesses and individuals in support of the Mayor's Summer Job Program. The primary use of these funds is to provide funding for the major's initiatives to support the students who participate in the summer job program within the City. •!• Emergency Management Fund (Fund 291) Local Emergency Planning Committee (LEPC) This program is mandated by SARA Title III and is funded by contributions received from the various plants with matching funds from the City of Baytown General Fund. The LEPC board meets to make recommendations for expenditure of these funds. It is used primarily to provide hazardous material education awareness to the City of Baytown; plants located in the industrial district; as well as in the Extra Territorial Jurisdiction (ETJ). •!• Baytown Nature Center Fund (Fund 296) The Baytown Nature Center is 420-acre special use facility designed for passive recreation. It is a nature preserve to be used for fishing, birding, hiking, picnicking and environmental education, and consists of upland wooded areas, salt marshes, trails, fishing piers and educational pavilions. Funding is provided by user-fees and donated funds for special purposes. •!• Wetlands Education and Recreation Center Operating Fund (Fund 298) Lee College, Goose Creek lSD, local industry, private contributions, and the City of Baytown fund this Parks and Recreation Department's initiative. It provides environmental education and recreation to both youth and adult citizens. •!• Wetlands Education and Recreation Center Fund-Special Projects (Fund 299) Special contributions from Industry or other groups dedicated for the Wetlands Education and Recreation Center for improvements or activities. 19-4 I CITY OF BAYTOWN STREET MAINTENANCE TAX FUND 211 BUDGET SUMMARY for Fiscal Year 2014-15 Actual 2012-13 BEGINNING WORKING CAPITAL $2,615,284 Revenues Sales Tax 2,886,731 Interest on Investments 2,257 TOTAL REVENUES 2,888,988 TOTAL AVAILABLE RESOURCES 5,504,272 Expenditures Asphalt Mill & Overlay 2,732,701 Crack Seal and Joint Repair 522,500 Concrete Street Repair 948,222 Street Striping - Texas Avenue - Other Capital Project Initiatives - TOTAL EXPENDITURES 4,203,423 ENDING WORKING CAPITAL $ 1,300,849 Budget 2013-14 $ 991,367 2,949,704 3,000 2,952,704 3,944,071 1,250,000 600,000 900,000 -- 950,000 3,700,000 $ 244,071 Estimated Carry-Budget Total 2013-14 fonvard 2014-15 Allocation $ 1,300,849 $ 1,634,424 $ 1,136,567 $ 1,634,424 3,008,700 -3,038,785 3,038,785 500 -500 500 3,009,200 -3,039,285 3,039,285 4,310,049 1,634,424 4,175,852 4,673,709 1,013,604 199,835 1,250,000 1,449,835 602,500 206,533 400,000 606,533 945,521 91,489 1,000,000 1,091,489 114,000 -300,000 300,000 --250,000 250,000 --900,000 900,000 2,675,625 497,857 4,100,000 4,597,857 $ 1,634,424 $ 1,136,567 $ 75,852 $ 75,852 19-5 BAYTOWN 19-6 CITY OF BAYTOWN COMMUNITY DEVELOPMENT BLOCK GRANT FUND 270 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues CDBG -Entitlement $ 815,503 $ 660,650 $ 660,650 $ 878,504 Program Income 21,664 47,245 10,000 10,000 Total Revenues 837,167 707,895 670,650 888,504 Expenditures CDBG Administration 118,533 136,538 118,000 148,913 Owner-Occupied Housing Rehabilitation 409,954 Residential Sewer Line Repair/Replace 19,223 Substandard Structures Abatement (Demolition) 71,541 79,958 77,000 96,275 Community Development Programs 432,868 405,000 376,206 Senior/Disabled Transportation 59,036 68,131 65,000 69,918 Neighborhood Improvement Program 7,900 6,900 6,000 Homebuyers' Assistance Program 116,863 Baytown Family YMCA Swim Safe 65 3,500 3,500 2,000 Baytown Family YMCA Youth Sports 1,919 Baytown Resource Center 10,698 3,500 3,500 9,000 Sidewalk, Curb & Alleyway Repairs 6,786 Consolidated Plan 1,760 Bay Area Homeless Services 6,740 3,500 3,500 5,000 Central Heights Park 5,996 148,239 The Bridge Over Troubled Waters 1,500 Baytown Evening Optimist 1,960 3,500 3,500 3,000 Communities in School 5,000 3,500 3,500 Pelly Park 213 3,703 Lincoln Cedars Park 880 Total Expenditures 837,167 742,895 841,342 717,812 Excess (Deficit) Revenues Over Expenditures (35,000) (170,692) 170,692 Fund Balance-Beginning (170,692) Fund Balance-Ending $ $ (35,000) $ (170,692) $ * CDBG-Entitlement Grant approved by City Council Resolution #2318, July 10, 2014. 19-7 CITY OF BAYTOWN CAPITAL REPLACEMENT FUND (CRF) 350 BUDGET SUMMARY Actual Budget Estimated Carry Forward Budget 2012-13 2013-14 2013-14 2013-14 2014-15 Sources Principal $ 176,201 $ 205,524 $ 235,472 $ -$ 478,145 Interest on receivable Interest on investments 16,192 10,000 Operating Transfers In 400,000 400,000 400!000 774,200 Total Sources 592,393 615,524 635,472 1,252,345 Fire Department 643,232 96,163 1,060,605 Police shoothouse 25,780 110,000 Traffic bucket truck 184,000 Overhead-Garage pumps 114,500 Parks land (pending budget adj) 406,398 Total CRF Uses 643,232 528,341 1,469,105 Net source/use of resources (50,839) 615,524 107,131 (216,760) Budgetary Funds Available- Beginning 2,468,774 2,417,935 2,417,935 2,525,066 Budgetary Funds Available - Ending $ 2,417,935 $ 3,033,459 $ 2,525,066 $ 2,525,066 $ 2,308,306 19-8 CITY OF BAYTOWN CAPITAL REPLACEMENT FUND (CRF) 350 SCHEDULE OF REPAYMENT Actual Budget Estimated Adopted Fund/Division Descri tion for FY2015 2012-13 2013-14 2013-14 2014-15 101 General Fund 90010 Traffic New bucket truck $ -$ -$ -$ 36,800 90010 Garage 50% cost fuel pumps, lines and jacks (pmt 1 of 5) 22,900 90010 Emergency Mgmt. Advance for PW match EOC storage building 29,948 32,000 Parks and Recreation Land purchase-repaid from FY 2015 CO's 406,398 30110 Public Works Replacement of 1996 Patch Truck 32,354 32,354 32,354 20230 Fire Operations Replacement of Fire Station #5 140,762 20305 Emergency Mgmt. Replace storage building 22,455 Clear advances Previous year General Fund advance (336,169) 207 Fire/EMS SJ!ec Dist. 20701 Fire Advance for purchase fire truck and equipment 400,000 400,000 400,000 600,000 500 Sanitation Fund 32010 PW Replace front loader (pmt 4 of 4) 41,250 41,250 41,250 41,250 32010 PW Replace picker truck (pmt 4 of 4) 41,250 41,250 41,250 41,250 32010 Solid Waste Op. 2 Ton truck 18,923 18,923 18,923 510 BAWA 30710 BA W A Operations BA W A plant Improvements (pmt 6 of 6) 71,747 71,747 71,747 71,747 520 Water and Sewer 30410 Water Distribution (1) Vactor truck 61,097 30410 Water Distribution Replace of 1996 6500 wash trailer 27,753 232 HOT 50320 Promotional Arts Center renovation 12,932 540 Ba):land Island 53020 Bayland Island Op. Dredging for Bayland 2009 41,847 Total $ 576,201 $ 605,524 $ 635,472 $ 1,252,345 19-9 I CITY OF BAYTOWN CAPITAL IMPROVEMENT PROGRAM FUND (CIPF) 351 BUDGET SUMMARY for Fiscal Year 2014-15 I Actual I Budget 2012-13 2013-14 Fund balance -beginning $ 7,374,045 $ 1,365,377 Revenues Interest on Investments 8,972 8,000 Transfer in for Capital Improvements 1,340,504 560,000 Contributions 15,824 - Contributions from Special Districts 550,000 600,000 Miscellaneous 73,000 - Total Revenues 1,988,300 1,168,000 Expenditures Bus Shelters 14,924 - CIP Project Management 330,486 357,300 Demolition of Buildings 151,446 245,000 Fire Radio Replacement (FCPEMD) -100,000 Fire Training Grounds (FPCEMSD) 1,478,946 500,000 Hurricane IKE-Transfer Reimb General Fund 500,000 - Marina Overdredging Costs -- Lee Drive Renovation -- New Capital Project Initiatives -530,000 Park Street Property Number 1106 5,790 142,330 Public Facilities Repairs 7,484 - Revitalization of Downtown-Matching Prog 71,056 50,000 Satcom System for EOC 5,975 - Software-New World 183,575 - Software -Pentamation -- Council Chambers Renovations 33,979 - City Gateway Project 230,051 - GIS Improvements 29,334 20,000 BIGNET Project 4,765 - Replace four lifts -Garage 226,079 - Baker Road Extension 400,000 - Community Center Improvements 2,047 - Traffic Signal -Tri City Beach and SH99 23,116 - Traffic Signal -Garth and Archer -- Traffic Signal Unallocated -150,000 Police I Fire Rescue Boat 16,250 - PC Replacement Program -- New World -Finance 67,647 - Roof Repair Library 144,853 - Roof Repair Museum 185,669 - City Hall Southside Renovation -- City Hall Parking Lot -- Fuel Tank Repairs 62,713 - Police Substation Repairs 17,104 - Sirens for Emergency Management -- Ambulance -- Fire Station Number 7 -- Retail Retention -- Goose Creek Trail -- Municipal Court Security -- Hybrid Cars for Health Department -- 601 South Burnett -- Jail Improvements -- Municipal Court Restrooms -- Citizen Bank Building 13,523 - Total Expenditures 4,206,812 2,094,630 I Excess (deficit) revenues over expenditures (2,218,512) (926,630) Fund balance-ending $ 5,155,533 $ 438,747 19-10 $ $ Estimated I Carry-forward I Budget I Total 2013-14 2013-14 2014-15 Allocation 5,155,533 $ 3,914,839 $ 1,050,190 $ 3,914,839 6,800 -5,000 5,000 560,000 -540,000 540,000 --- - 600,000 -700,000 700,000 - -- - 1,166,800 -1,245,000 1,245,000 22,326 --- 165,630 125,920 210,000 335,920 327,660 353,580 75,000 428,580 149,858 453,379 100,000 553,379 439,493 531,681 600,000 I, 131,681 - --- -500,000 -500,000 -99,111 -99,111 --530,000 530,000 15,302 217,971 -217,971 ---- -63,094 -63,094 13,217 14,555 -14,555 54,520 --- 103,543 151,067 -151,067 ---- (12,661) --- 1,050 --- ------------ 104,873 60,306 -60,306 113,860 --- 151,173 --- -161,851 -161,851 ---- 96,180 --------------- 31,466 --- 81,502 --- (29,847) 17,134 -17,134 (12,881) --- 74,085 --- 107,600 --- 110,619 ----100,000 -100,000 --150,000 150,000 50,000 --- 95,380 --- 9,853 --- 75,000 --- 60,000 15,000 -15,000 8,693 --- 2,407,494 2,864,649 1,665,000 4,529,649 (1,240,694) (2,864,649) (420,000) (3,284,649) 3,914,839 $ 1,050,190 $ 630,190 $ 630,190 CITY OF BAYTOWN WATER & SEWER-CAPITAL IMPROVEMENT PROGRAM FUND (CIPF) 527 BUDGET SUMMARY for Fiscal Year 2014-15 Carry- Actual Forward Budget Estimated 2012-13 2012-13 2013-14 2013-14 Revenues Interest on Investments $ 20,213 $ -$ 7,500 $ 23,644 Bay Oaks Harbor Assessment 20,806 --- Developers Contribution 75,000 - - 1,855,000 Transfer from Aquatics Fund 93,942 -95,000 160,000 Transfer from Water & Sewer Fund 1,000,000 -6,500,000 6,500,000 Total Revenues 1,209,961 -6,602,500 8,538,644 Expenditures Aquatics Expenditures 91,909 306,795 90,000 160,000 North Central Annex Utilities -11,362 -11,362 CDBG Lift Station Generators 24,480 --- Water Distribution System Development 84,461 7,724 -7,724 Texas Ave Lift Station Modifications 96,771 36,464 -- Ferry Road Sewer Repairs 1,883 423,117 -423,117 SCADA Master Plan 14,775 85,225 -85,225 Meter Maintenance Project 112,024 - -- Hutto Lift Station 76,000 --- Water Model Software 19,041 --- UB Bldg Roof Repair 70,765 40,000 -- UB Truck 16,830 --- Garth Road Waterline Rehab 330 152,346 500,000 250,000 Gradall 263,782 --- Needle Point Road Waterline 166,099 13,901 900,000 947,896 Waterline Rehab -Allenbrook 150,000 -- Utility Project Management --154,000 154,000 Sewer Rehab and Emergencies --1,000,000 1,000,000 Sewer Rehab -Allenbrook --340,000 200,000 Slapout Gully Lift Station --300,000 195,000 Hugh Wood Lift Station --300,000 65,000 Water System Rehabilitation --1,000,000 1,134,792 Victoria Walker Lift Station --2,000,000 500,302 Air Compressor --16,000 Terex Excavator --40,000 PC Replacement Program --32,060 32,060 Utility Billing Building Expansion --200,000 32,136 Gators --26,000 Hunter Chase Lift Station ---181,862 Lift Station Number 6 ---65,500 Fuel Tank Repairs ---40,000 Valve Star ---- Truck for Waste Water Department ---- Kodiak 5th Wheel Truck ---- Wash Truck ---- Pumps and Blowers ---- Tandem Dump Truck ---- Public Works Building Renovations ---- New Capital Project Initiatives -864,454 150,000 - Total Expenditures 1,039,150 2,091,388 7,048,060 5,485,976 Excess (Deficit) Revenues Over Expenditures 170,811 (2,091,388) (445,560) 3,052,668 Budget to GAAP Adjustment 151,367 -- Fund Balance -Beginning 3,253,457 3,575,635 1,484,247 3,575,635 Fund Balance -Ending $3,575,635 $1,484,247 $1,038,687 $6,628,303 Carry-Total Forward Budget Allocation 2013-14 2014-15 2014-15 $ -$ 20,000 $ 20,000 ------ -837,000 837,000 -3,000,000 3,000,000 -3,857,000 3,857,000 236,795 837,000 1,073,795 -- -- - - - -- 36,464 -36,464 -- --- - - ---- ---- --- --- 402,346 -402,346 - -- 166,005 -166,005 --- -166,500 166,500 -1,000,000 1,000,000 206,000 185,000 391,000 105,000 -105,000 235,000 -235,000 115,208 1,000,000 1,115,208 2,154,698 -2,154,698 --- --- --- 167,864 -167,864 --- 38,138 -38,138 204,500 -204,500 --- -43,000 43,000 -92,000 92,000 -92,000 92,000 -140,000 140,000 -263,000 263,000 -107,000 107,000 -50,000 50,000 1,274,454 150,000 1,424,454 5,342,472 4,125,500 9,467,972 (5,342,472) (268,500) (5,61 0,972) - 6,628,303 1,285,831 6,628,303 $ 1,285,831 $ 1,017,331 $1,017,331 19-11 CITY OF BAYTOWN WATER & SEWER-IMP ACT FEES 529 BUDGET SUMMARY for Fiscal Year 2014-15 Revenues Interest on Investments Impact Fees Total Revenues Expenditures N. Main/1-10 Utility N. Main/1-10 Utility ROW & Easements Sanitary Sewer along North Main Baker Road Water Line Southeast Water Tower Water Main along J Martin (I -1 0 to Cedar Bayou-Lynbg) Waterline from Sjolander to Blue Heron New Capital Project Initiatives Total Expenditures Revenues Over (Under) Expenditures Fund Balance -Beginning Fund Balance -Ending 19-12 $ $ Actual Budget 2012-13 2013-14 41,821 $ - 618,096 600,000 659,917 600,000 32,009 - 737,944 - 553,719 - ---1,100,000 -- -- -- 1,323,672 1,100,000 (663,755) (500,000) 5,253,288 1,353,391 4,589,533 $ 853.391 Carry-Total Estimated forward Budget Allocation 2013-14 2013-14 2014-15 2014-15 $ -$ -$ -$ - 800,000 -800,000 800,000 800,000 -800,000 800,000 - - ---197,336 -197,336 ---- 468,933 -- - 238,000 862,000 -862,000 --1,550,000 1,550,000 --275,000 275,000 -1,000,000 -1,000,000 706,933 2,059,336 1,825,000 3,884,336 93,067 {2,059,336) (I ,025,000) {3,084,336) 4,589,533 4,682,600 2,623,264 4,682,600 $ 4,682,600 $ 2,623,264 $ 1,598,264 $ 1,598,264 CITY OF BAYTOWN BAYLAND ISLAND OPERATIONS FUND 540 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Lease of Facilities $ 16,327 $ 8,000 $ 41,551 $ 47,000 Miscellaneous Revenues 410 Transfer In -General Fund 280,395 37,549 37,549 Total Revenues 297,132 45,549 79,100 47,000 Expenditures Supplies 213 1,100 550 1,100 Maintenance 7,257 14,550 11,496 14,550 Services 14,442 16,225 15,368 15,368 Total Operating 21,912 31,875 27,414 31,018 Capital Outlay 4,255 6,280 4,687 61,160 Total Expenditures 26,167 38,155 32,101 92,178 Excess (Deficit) Revenues Over Expenditures 270,965 7,394 46,999 (45,178) Adj. converting budget basis to GAAP Working Capital-Beginning (183,864) 87,101 87,101 134,100 Working Capital -Ending $ 87,101 $ 94,495 $ 134,100 $ 88,922 19-13 Revenues Department Billings Dept. Billings -Dental Dept. Billings -Vision Retiree Contributions CITY OF BAYTOWN MEDICAL BENEFITS FUND 560 BUDGET SUMMARY BY FUND Actual Budget 2012-13 2013-14 $ 11,161,445 $ 12,058,185 286,036 265,000 63,779 68,000 630,307 586,924 Total Revenues 12,141,567 12,978,109 Expenditures Special Services 361,960 438,684 Claim Payments 8,825,228 10,113,113 Administrative Fee on Ins. 2,166,908 2,257,803 Total Expenditures 11,354,096 12,809,600 Excess (Deficit) Revenues Over Expenditures 787,471 168,509 Fund Balance -Beginning 2,520,772 3,308,243 Fund Balance -Ending $ 3,308,243 $ 3,476,752 19-14 Estimated Adopted 2013-14 2014-15 $ 12,058,185 $ 12,058,185 265,000 265,000 68,000 68,000 586,924 586,924 12,978,109 12,978,109 430,000 408,625 9,300,000 10,281,000 2,300,000 2,288,040 12,030,000 12,977,665 948,109 444 3,308,243 4,256,352 $ 4,256,352 $ 4,256,796 CITY OF BAYTOWN WORKERS COMPENSATION FUND 561 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Departmental Billings $ 650,502 $ 608,000 $ 608,000 $ 608,000 Total Revenues 650,502 608,000 608,000 608,000 Expenditures Personnel Services 82,822 82,983 92,148 104,059 Supplies 31,368 37,600 35,400 42,600 Services 19,630 42,875 32,875 42,875 Education & Training 1,387 2,875 2,875 2,875 Claim Payments 191,907 285,000 347,000 300,000 Administrative Fee on Ins. 106,545 87,000 100,000 106,000 Unforeseen/New Initiatives 50,000 50,000 50,000 Total Expenditures 433,659 588,333 660,298 648,409 Excess (Deficit) Revenues Over Expenditures 216,843 19,667 (52,298) (40,409) Fund Balance -Beginning 289,398 506,241 506,241 453,943 Budget Basis to GAAP adjustment Fund Balance -Ending $ 506,241 $ 525,908 $ 453,943 $ 413,534 19-15 OTHER MISCELLANEOUS FUNDS This section includes other funds with restricted uses. These are budgeted for the use of all available funds received to date. As new monies are received throughout the budget year, they will be presented to Council for acceptance and appropriation. 19-16 CITY OF BAYTOWN MUNICIPAL COURT SPECIAL REVENUE FUND 201 BUDGETSUMMARYBYFUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Miscellaneous $ -$ -$ 779 $ 750 Charges for Services 158,915 186,289 168,522 173,906 Interest on Investments 989 250 975 250 Transfers in 32,471 58,520 40,544 61,020 Total Revenues 192,375 245,059 210,820 235,926 Expenditures Building Security 63,008 76,886 70,809 79,792 MUC Technology 38,504 94,470 65,998 115,919 RAP Program 22,579 36,040 20,135 35,634 Marshal Training Program 155 1,684 Juvenile Case Manager 56,478 71,028 62,516 73;032 Vital Stat Training 1,067 2,000 2,000 2,000 Total Expenditures 181,636 280,579 221,458 308,061 Excess (Deficit) Revenues Over Expenditures 10,739 (35,520) (10,638) (72,135) Working Capital-Beginning 72,034 82,773 82,773 72,135 Working Capital-Ending $ 82,773 $ 47,253 $ 72,135 $ 19-17 CITY OF BAYTOWN PARKS & RECREATION ESCROW SPECIAL REVENUE FUND 209 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Investment Interest $ 1,389 $ 350 $ -$ Contribution 20,640 23,000 105,433 20,000 Total Revenues 22,029 23,350 105,433 20,000 Expenditures Personal Services 5,346 5,875 3,134 3,200 Supplies 12,344 19,000 102,903 19,400 Services 3,473 7,945 360 360 Unforeseen I New Initiatives 148,546 146,134 Total Operating 21,163 181,366 106,397 169,094 Capital Outlay 5,500 Total Expenditures 21,163 181,366 111,897 169,094 Excess (Deficit) Revenues Over Expenditures 866 (158,016) (6,464) (149,094) Working Capital-Beginning 154,692 155,558 149,094 Working Capital-Ending $ 155,558 $ (158,016) $ 149,094 $ 19-18 CITY OF BAYTOWN HAZMAT/HOMELAND SECURITY SPECIAL REVENUE FUND 210 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues HazMat Billings $ 17,570 $ 10,000 $ $ Miscellaneous Contributions 1,500 Total Revenues 17,570 10,000 2,536 Expenditures Personnel 16,411 3,753 Supplies 7,239 10,300 9,500 7,500 Services 430 10,850 50 10,450 Unforeseen I New Initiatives 222,803 224,953 Total Operating 8,202 260,364 13,303 242,903 Excess (Deficit) Revenues Over Expenditures 5,218 (250,364) (10,767) (242,903) Working Capital-Beginning 248,452 253,670 242,903 Working Capital-Ending $ 253,670 $ (250,364) $ 242,903 $ 19-19 CITY OF BAYTOWN POLICE FORFEITURES FUND 225 BUDGETSUMMARYBYFUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Investment Interest $ 1,286 $ 250 $ 700 $ 500 Forfeited Revenue 97,965 58,909 Mise Contributions 1,710 1,000 600 1,200 Sale of City Property 1,435 Total Revenues 102,396 1,250 60,209 1,700 Expenditures Supplies 7,382 20,108 3,600 Maintenance 13,615 12,955 Services 8,909 37,905 Unforeseen I New Initiatives 124,294 22,252 Total Operating 29,906 144,402 54,460 22,252 Capital Outlay 61,533 129,520 Total Expenditures 91,439 144,402 183,980 22,252 Excess (Deficit) Revenues Over Expenditures 10,957 (143,152) (123,771) (20,552) Working Capital-Beginning 133,366 144,323 20,552 Working Capital-Ending $ 144,323 $ (143,152) $ 20,552 $ 19-20 CITY OF BAYTOWN FAMILY & YOUTH PROGRAM FUND 226 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Bureau of Justice Assistance $ 115,190 $ 123,816 $ 126,906 $ 147,036 GCCISD 103,294 106,911 112,348 117,941 Child Safety Seat Fines 82,758 77,000 78,000 78,000 Contributions 1,980 1,890 2,000 Transfers In 68,877 92,949 79,394 96,006 Total Revenues 372,099 400,676 398,538 440,983 Expenditures DARE 206,588 213,823 224,696 235,882 VOCA* 140,464 145,579 149,441 164,344 Special Police Programs 5,963 7,353 7,853 15,561 Child Safety Programs 25,019 33,922 16,158 34,029 Unforeseen I New Initiatives 8,517 10,980 Total Operating 378,034 409,194 398,148 460,796 Total Expenditures 378,034 409,194 398,148 460,796 Excess (Deficit) Revenues Over Expenditures (5,935) (8,518) 390 (19,813) Working Capital-Beginning 25,358 19,423 19,813 Working Capital-Ending $ 19,423 $ {8,518} $ 19,813 $ 19-21 CITY OF BAYTOWN POLICE ACADEMY FUND 228 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Drug Enforcement Agency $ -$ 30,000 $ 25,000 $ 25,000 Miscellaneous 1,600 10,558 10,000 Total Revenues 1,600 30,000 35,558 35,000 Expenditures Services ~620) 5,000 7,000 Total Operating (620} 5,000 7,000 Capital Outlay 30,000 38,900 25,000 Unforeseen I New Initiatives 47,009 Total Expenditures (620) 30,000 43,900 79,009 Excess (Deficit) Revenues Over Expenditures 2,220 (8,342) (44,009) Working Capital-Beginning 50,131 52,351 44,009 Working Capital-Ending $ 52,351 $ -$ 44,009 $ 19-22 CITY OF BAYTOWN ODD TRUST & AGENCY FUND 231 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues General Land Office $ 161,959 $ -$ -$ Department of Transportation I 19,264 Investment Interest 7,067 2,500 Miscellaneous 371,764 433,000 360,793 334,000 Transfers In 113,213 Total Revenues 773,267 435,500 360,793 334,000 Expenditures Personnel 63,458 Supplies 2,200 Maintenance 63,890 3,282 Services 269,932 119,040 19,000 Total Operating 397,280 119,040 5,482 19,000 Capital Outlay 567,220 38,000 84,173 38,000 Unforeseen I New Initiatives 221,017 339,751 Transfers Out 272,994 171,000 171,000 167,000 Total Expenditures 1,237,494 549,057 260,655 563,751 Excess (Deficit) Revenues Over Expenditures (464,227) (113,557) 100,138 (229,751) Working Capital-Beginning 593,840 129,613 229,751 Working Capital-Ending $ 129,613 $ {113,557) $ 229,751 $ 19-23 CITY OF BAYTOWN LIBRARY SPECIAL REVENUE FUND 266 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Mise Contribution $ 80,625 $ 44,550 $ 48,049 $ 52,500 Total Revenues 80,625 44,550 48,049 52,500 Expenditures Supplies 15,272 8,000 38,950 32,300 Services 3,555 7,000 4,000 5,000 Unforeseen 46,307 55,604 Total Operating 18,827 61,307 42,950 92,904 Capital Outlay 49,143 28,050 18,333 7,000 Total Expenditures 67,970 89,357 61,283 99,904 Excess (Deficit) Revenues Over Expenditures 12,655 (44,807) (13,234) (47,404) Working Capital-Beginning 47,983 47,854 60,638 47,404 Working Capital-Ending $ 60,638 $ 3,047 $ 47,404 $ 19-24 CITY OF BAYTOWN SUMMER YOUTH JOB PROGRAM FUND 280 BUDGET SUMMARY BY FUND* Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Mise Contributions $ 61,075 $ 60,075 $ 72,225 $ 70,000 Total Revenues 61,075 60,075 72,225 70,000 Expenditures Personnel Services 47,773 54,454 47,773 47,773 Supplies 519 400 1,600 1,600 Services 7,647 5,220 12,500 14,500 Unforeseen I New Initiatives 288 21,901 Total Operating 55,939 60,362 61,873 85,774 Excess (Deficit) Revenues Over Expenditures 5,136 (287) 10,352 (15,774) Working Capital -Beginning 286 5,422 5,422 15,774 Working Capital-Ending $ 5,422 $ 5,135 $ 15,774 $ * Restricted funds for summer youth job program. 19-25 CITY OF BAYTOWN EMERGENCY MANAGEMENT FUND 291 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Contributions $ 24,050 $ 23,000 $ 24,800 $ 27,100 Transfer-In 9,350 10,000 10,000 Total Revenues 33,400 33,000 34,800 27,100 Expenditures Personnel Services 639 953 248 956 Supplies 10,526 32,300 13,600 32,300 Maintenance 4,601 10,600 8,600 . 10,600 Services 6,333 5,550 4,550 5,550 Unforeseen I New Initiatives 70,324 83,823 Total Operating 22,099 119,727 26,998 133,229 Capital Outlay 5,100 Transfers Out 201 Total Expenditures 22,099 119,727 27,199 138,329 Excess (Deficit) Revenues Over Expenditures 11,301 (86,727) 7,601 (111,229) Working Capital-Beginning 92,327 103,628 103,628 111,229 Working Capital-Ending $ 103,628 $ 16,901 $ 111,229 $ 19-26 CITY OF BAYTOWN BAYTOWN NATURE CENTER OPERATING FUND 296 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues User Fees $ 91,282 $ 83,250 $ 88,123 $ 180,238 Overages/Shortages 1 Total Revenues 91,283 83,250 88,123 180,238 Expenditures Personnel 62,810 62,904 62,566 137,983 Supplies 2,883 4,500 7,250 15,350 Maintenance 200 2,500 700 1,500 Services 11,905 13,620 4,000 16,441 Unforeseen I New Initiatives 53,221 123,465 Total Operating 77,798 136,745 74,516 294,739 Capital Outlay 2,000 Total Expenditures 77,798 136,745 74,516 296,739 Excess (Deficit) Revenues Over Expenditures 13,485 (53,495) 13,607 (116,501) Working Capital-Beginning 51,823 65,308 116,501 Working Capital-Ending $ 65,308 $ ~53,495l $ 116,501 $ 19-27 CITY OF BAYTOWN BAYTOWN NATURE CENTER SPECIAL PROJECTS FUND 296 BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Intergovernmental $ 9,373 $ -$ -$ Contributions 49,715 49,870 50,500 Transfer-In from General Fund 4,621 Total Revenues 59,088 54,491 50,500 Expenditures Personnel 67,862 70,387 66,830 Supplies 4,941 15,350 5,450 Services 284 6,821 1,771 Unforeseen I New Initiatives 18,707 Total Operating 73,087 111,265 74,051 Capital Outlay 10,301 3,472 Construction Total Expenditures 83,388 114,737 74,051 Excess (Deficit) Revenues Over Expenditures (24,300) (60,246) (23,551) Working Capital-Beginning 85,437 61,137 37,586 Working Capital-Ending $ 61,137 $ (60,246) $ 37,586 $ 37,586 **Beginning 10101114, all BNC programs will be rolled into Org. 50021 19-28 CITY OF BAYTOWN WETLANDS EDUCATION AND RECREATION CENTER FUND 298 OPERATIONS BUDGET SUMMARY BY FUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Revenues Goose Creek CISD $ 40,000 $ 40,000 $ 40,000 $ 40,000 Lee College 15,000 15,000 15,000 15,000 Contributions 14,574 15,000 15,000 15,000 Transfer In -General Fund 164,266 191,701 179,565 189,104 Total Revenues 233,840 261,701 249,565 259,104 Expenditures Personnel Services 194,969 212,508 210,195 220,079 Supplies 7,919 8,390 7,750 8,400 Maintenance 9,517 5,148 6,800 5,348 Services 21,081 27,441 23,820 24,277 Total Operating 233,486 253,487 248,565 258,104 Capital Outlay 354 1,000 1,000 1,000 Unforeseen I New Initiatives 7,214 Total Expenditures 233,840 261,701 249,565 259,104 Excess (Deficit) Revenues Over Expenditures Working Capital-Beginning Working Capital-Ending $ $ $ $ 19-29 CITY OF BAYTOWN WETLANDS EDUCATION AND RECREATION CENTER FUND 299 SPECIAL PROJECTS BUDGETS~YBYFUND Actual Budget Estimated Adopted 2012-13 2013-14 2013-14 2014-15 Funding Sources Contributions $ 152,892 $ 99,818 $ 136,960 $ 115,112 Total Revenues 152,892 99,818 136,960 115,112 Expenditures Personnel Services 62,453 75,032 60,437 82,010 Supplies 25,104 39,277 33,950 58,622 Maintenance 345 1,060 660 1,200 Services 125 6,682 5,750 11,638 Sundry 17,922 17,766 Unforeseen I New Initiatives 178,882 239,293 Total Operating 88,027 318,855 100,797 410,529 Capital Outlay Total Expenditures 88,027 318,855 100,797 410,529 Excess (Deficit) Revenues Over Expenditures 64,865 (219,037) 36,163 (295,417) Funds Available -Beginning 194,389 259,254 295,417 Funds Available -Ending $ 259,254 $ (219,037) $ 295,417 $ 19-30 CITY OF BAYTOWN BUDGET GLOSSARY The Annual Budget contains specialized and technical terminology that is unique to public finance and budgeting. To assist the reader of the Annual Budget document in understanding these terms, a budget glossary has been included in the document. Accrual Basis. The basis of accounting under which transactions are recognized in the period benefited regardless of the timing of related cash flows. Accrued Expenses. Expenses incurred but not due until a later date. Ad Valorem Taxes. (Current) All property (real, personal, mixed, tangible, intangible, annexations, additions, and improvements to property) located within the taxing unit's jurisdiction, which are subject to taxation and valued on January I of the current budget year. Each year, by ordinance, the City Council exempts taxes on automobiles and other items from the tax levy. Following the final passage of the appropriations ordinance, City Council sets the tax rate and levy for the fiscal year beginning October I and continuing through the following September 30th. Ad Valorem Taxes. (Delinquent) All taxes are due on receipt of bill and are delinquent if not paid before February I of the fiscal year in which it is imposed, except when the taxing unit postpones the delinquency date due to late mail out of tax bills. Ad Valorem Taxes. (Interest) A delinquent tax incurs interest of one (I%) percent of the amount of tax for the first calendar month it is delinquent, plus one (1%) percent for each additional month or portion of the month the tax remains unpaid. Ad Valorem Taxes. (Penalty) A delinquent tax incurs a penalty of six (6%) percent of the amount of the tax for the first calendar month it is delinquent, plus one {1%) percent for each additional month or portion of the month the tax remains unpaid prior to July I of the year in which it becomes delinquent. However, the delinquent tax on July I incurs a total penalty of twelve (12%) percent of the amount of the delinquent tax without regard to the number of months the tax has been delinquent. Administrative Transfer. An interfund transfer designed to recover expenditures incurred or conducted in behalf of other funds. Appropriation. A legal authorization granted by a legislative body to make expenditures and to incur obligations for specific purposes. Appropriation Ordinance. The official enactment by the City Council to establish legal authority for City officials to obligate and expend resources. Assessed Valuation. A value that is established for real or personal property for use as a basis for levying property taxes. (Note: Property values are established by the Harris County Appraisal District.) Asset. Property owned by the City for which a monetary value has been established. Balanced Budget. A budget in which revenues equal or exceed expenditures. Basis of Accounting. Refers to when revenues, expenses, expenditures and transfers are recognized and reported. The budgetary basis accounting for all the funds is modified accrual. For GAAP purposes, the basis of accounting is accrual for all Enterprise Funds and Internal Service Funds, while the modified accrual basis is used for the General Fund and Special Revenue Funds. Baytow11 Area Water Autllority (BAWA). A water authority created by Texas Legislature to purchase and distribute surface and/or underground supplies for the City and surrounding communities. The City accounts for approximately 90% of BA W A's annual sales. BA W A is considered a component unit of the City of Baytown. 20-1 Bond. A written promise to pay a sum of money on a specific date at a specified interest rate. The interest payments and the repayment of the principal are detailed in a bond ordinance. The most common types of bonds are general obligation and revenue bonds. These are most frequently used for construction of large capital projects, such as buildings, streets and bridges. Budget. A plan of financial operation embodying an estimate of proposed expenditures for a given period and the proposed means of financing them. Used without any modifier, the term usually indicates a financial plan for a single fiscal year. In practice, the term "budget" is used in two senses. In one sense, it designates the financial plan presented to the appropriating body for adoption and, in the other, designates the plan finally approved by that body. It is usually necessary to specify whether the budget under consideration is preliminary and tentative or whether the appropriating body has approved it. Budget Adjustments. A legal procedure utilized by the City staff and City Council to revise a budget appropriation. The City of Baytown's City Charter requires City Council approval through the adoption of a supplemental appropriation ordinance (which specifies both the source of revenue and the appropriate expenditure account) for any inter- departmental or inter-fund adjustments. City staff has the prerogative to adjust expenditures within a departmental budget. Budget Calendar. The schedule of key dates or milestones, which the City departments follow in the preparation, adoption, and administration of the budget. Budget Document. The instrument used by the budget-making authority to present a comprehensive financial program to the City Council. Budget Message. The opening section of the budget, which provides the City Council and the public with a general summary of the most important aspects of the budget, changes from the current and previous fiscal years, and the views and recommendations of the City Manager. Budgetary Basis. The basis of accounting used to estimate financing sources and used in the budget. Budgeted Funds. Funds that are planned for certain uses but have not been formally or legally appropriated by the legislative body. The budget document that is submitted for Council approval is composed of budgeted funds. CAFR. The Comprehensive Annual Financial Report. Capita/Improvement Program (CIP). The City's plan for the acquisition and construction of municipal public improvements for the City of Baytown. Projects included in the CIP program are usually expensive, non-recurring projects, which have a useful life spanning more than ten years. Capita/Improvements Program Fu11d (CIPF). A fund for capital expenditures to be incurred each year over a fixed period of several future years setting forth each capital project, identifying the expected beginning and ending date for each project, the amount and the method of financing. CapitaVMajor Project Expenditure/Expe11se. An expenditure/expense that results in the acquisition or addition of a fixed asset or the improvement to an existing fixed asset. Capital Outlay. Expenditures for the acquisition of fixed assets which by definition have a useful life of more than one year and purchase price at least $5,000. Included in this category is the cost of land, buildings, permanent improvements, machinery, large tools, rolling and stationary equipment. Casll Basis. A basis of accounting under which transactions are recognized only when cash changes hands. Cas/1 Manageme11t. The management of cash necessary to pay for government services while investing temporary cash excesses in order to earn interest revenue. Cash management refers to the activities of forecasting the inflows and outflows of cash, mobilizing cash to improve its availability for investment, establishing and maintaining banking relationships, and investing funds in order to achieve the highest interest and return available for temporary cash balances. 20-2 Central Services -Garage Fund. To account for the cost of operating and maintaining vehicles and other equipment used by City departments. Service charges are billed to departments on a monthly basis to cover all expenses of the fund. Central Services -Warellouse Operations Fund. To account for the supplies, materials and fuel inventories and to take advantage of volume purchasing. Inventories used are allocated respectively to departments on a monthly basis to cover inventory cost. Certificate of Obligation (CO). A debt instrument that is issued by the City and has the same legal status as a general obligation bond. Proceeds from the issuance of the certificates may be used for construction of public works; purchase of materials, supplies, equipment, machinery, builds, land, and right a ways for authorized needs and purposes; or payment of contractual obligations for professional services. However, certificates of obligation are not authorized by the voters. Cllambers County Appraisal District (CCAD). Responsible for local property tax appraisal and exemption administration for Chambers County. Contingency. A budgetary reserve set aside for emergencies or unforeseen expenditures. Cost. (1) The amount of money or other consideration exchanged for property or services. (2) Expense. Cost Accounting. That method of accounting, which provides for assembling and recording of all the elements of cost incurred to accomplish a purpose, to carry on an activity or operations, or to complete a unit of work or a specific job. Crime Control and Prevention District (CCPD). On May 14,2011, citizens voted to continue the Baytown Crime Control and Prevention District dedicated to crime reduction programs and the adoption of a local sales and use tax at a rate of one-eighth of one percent (1/8%). Current Taxes. Taxes that are levied and due within one year. Debt Services. The City's obligation to pay the principal and interest of all bonds and other debt instruments according to a pre- determined payment schedule. Deficit. ( 1) The excess of the liabilities of a fund over its assets. (2) The excess of expenditures over revenues during an accounting period; or, in the case of proprietary funds, the excess of expense over income during an accounting period. Delinquent Taxes. Taxes that remains unpaid on and after the date on which a penalty for non-payment is attached. Department. An administrative segment of the City, which indicates management responsibility for an operation, or a group of related activities within a functional area. Departments are the basic units of the budget. Depreciation. The process of estimating and recording the lost usefulness, expired useful life or diminution of service from a fixed asset that cannot or will not be restored by repair and will be replaced. The cost of the fixed asset's lost usefulness is the depreciation or the cost to reserve in order to replace the item at the end of its useful life. E11cumbrances. Commitments related to unperformed (executory) contracts for goods or services. Enterprise Fund. A fund established to account for operations (a) that are financed and operated in a manner similar to private business enterprises--where the intent of the governing body is that the costs (expenses, including depreciation) of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges; or (b) where the governing body has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes. Examples of Enterprise Funds are water, sewer, and sanitation, utilities, Bay1and Island and Baytown Area Water Authority. Expenditure. The outflow of funds paid or to be paid for an asset or goods and services obtained regardless of when the expense is actually paid. This term applies to all funds. Note: An encumbrance is not expenditure. An encumbrance reserves funds to be expended. Expenses. Charges incurred (whether paid immediately or unpaid) for operation, maintenance, interest and other charges. 20-3 Fire Control! Prevention and ~mergency Medical Services District (FCPEMSD). On May 14, 2011, citizens voted to contmue the Baytown F1re Control, Prevention, and Emergency Medical Services District dedicated to fire safety and emergency medical services and the adoption of a local sales and use tax at a rate of one-eighth of one percent (118%). Fiscal Year. The time period designated by the City which is signifying the beginning and ending period for recording financial transactions. The City of Baytown has specified October I to September 30 as its fiscal year. Fixed Assets. Assets of a long-term character which are intended to continue to be held or used, such as land, buildings, improvements other than buildings, machinery and equipment. Francl1ise Tax. A charge paid for the use of City streets and public right of way and is in lieu of all other municipal charges, fees, street rentals, pipe taxes or rentals, easement or other like franchise taxes, inspections fees, and/or charges of every kind except only Ad Valorem and special assessment taxes for public improvements (e.g., gas, telephone, and cable tv). Full-Time Equivalent (FTE). Full-time position. Fund. An accounting entity that has a set of self-balancing accounts and records all fmancial transactions for specific activities or government functions. Eight commonly used funds in public accounting are: general fund, special revenue funds, debt service funds, capital project funds, enterprise funds, trust and agency funds, internal service funds and special assessment funds. Fund Balance. For Governmental Funds, fund balance is the difference between assets over liabilities. Also known as surplus funds. Furniture & Equipment < $5,000. The purchase of furniture or equipment less than $5,000. General Debt Service Fund. A fund established to account for the City's obligation to pay the principal and interest of all bonds and other debt instruments according to a pre-determined payment schedule. General Fund. The fund used to account for all financial resources except those required to be accounted for in another fund. General Obligation (GO) Bonds. Bonds that finance a variety of public projects such as streets, buildings, and improvements. The repayment of these bonds is usually made from property taxes and is backed by the full faith and credit of the issuing government. Generally Accepted Accounting Principles (GAAP). Uniform minimum standards of and guidelines to financial accounting and reporting. They govern the form and content of the basic financial statements of an entity. They encompass the conventions, rules, and procedures necessary to define accepted accounting practice at a particular time. They include not only broad guidelines of general application, but also detailed practices and procedures. They provide a standard by which to measure fmancial presentations. Goals. A purpose or benefit the department plans to provide to the community and/or organizations. Goals identify the end result the organization desires to achieve with its activities. Some of the goals are ongoing and may not be achieved in one year. Governmental Funds. Funds through which most governmental functions of the City are financed. The acquisition, use and balances of the City's expendable financial resources and the related liabilities (except those accounted for in Proprietary Funds) are accounted for in the Governmental Funds. Grants. Contributions or gifts of cash or other assets from another government to be used or expended for a specified purpose, activity, or facility. Harris County Appraisal District (HCAD). Responsible for local property tax appraisal and exemption administration for nearly 500 jurisdictions (taxing units) in America's third most populous county, Harris County. 20-4 HoteVMotel Fund. Fund to account for the accumulation of resources from the HoteVMotel Tax assessment levied by the City. These monies are to be spent to promote the progress, development or growth of the City within the guidelines set forth on disposition of revenues collected under the authority of the Texas Hotel Occupancy Tax Act (Article 1269; Vernon's Texas Civil Statutes.) HoteVMotel Occupancy Tax (HOT). A tax levied upon the cost of occupancy of any room or space furnished by any hotel where such costs of occupancy are at the rate of two ($2.00) dollars or more per day. The law authorizes a room tax of not more than seven (7%) percent of the consideration paid by the occupant of such room to the hotel. Hybrid Zero-Based/Program-Oriented Budgeting. The City of Baytown's budget process combines a method of zero-based budgeting in which all expenditures must be justified each new fiscal year and a program-oriented method of budgeting expenditures to meet programmatic objectives. Income. A term used in proprietary fund type accounting to represent (I) revenues or (2) the excess of revenue over expenses. Industrial District Agreement (IDA). An agreement the City enters into with industries located within its extraterritorial jurisdiction. The contracts specify payments to be made to the City in lieu of ad valorem taxes in exchange for limited immunity from annexation of specific properties during the seven-year terms of the agreements. Intergovernmental Revenue. Contributions received from the State and Federal Government in the form of grants and shared revenues. Internal Service Fund. Funds used to account for the financing of goods or services provided by one department to another department on a cost reimbursement basis, for example, the Garage Fund. Investments. Securities held for the production of revenues in the form of interest or lease payments. Levy. (Verb) To impose taxes, special assessments, or service charges for the support of governmental activities. (Noun) The total amount of taxes, special assessments, or service charges imposed by a government. Long-Term Debt. Debt with a maturity of more than one year after the date of issuance. Miscellaneous Funds. Funds used to account for miscellaneous special revenue sources, which are required to fmance specific activities. Mixed Beverage Tax. A tax rate of ten ( 1 0%) percent imposed on the gross receipt of a Licensee for the sale, preparation, or service of mixed beverages or from the sale of ice or non-alcoholic beverages and consumed on the premises of the permittee. Modified Accrual Basis. The accrual basis of accounting adapted to the governmental fund type spending measurement focus. Under it, revenues are recognized when they become both measurable and available to finance expenditures of the current period. Expenditures are recognized when the related fund liability is incurred except for ( 1) inventories of materials and supplies which may be considered expenditures either when purchased or when used; (2) prepaid insurance and similar items which need not be reported; (3) accumulated unpaid vacation, sick pay, and other employee benefit amounts which need not be recognized in the current period, but for which larger-than-normal accumulations must be disclosed in the notes to the financial statements; and ( 4) principal and interest on long-term debt which are generally recognized when due. Municipal Development District (MDD). On May 5, 2001, in the general eJection, the citizens ofthe City ofBaytown voted to authorize the creation of the Baytown Municipal Development District and the imposition of a sales and use tax at the rate of one-half of one percent for the purpose of financing economic development projects that provide economic benefit and diversify the economic base of the community. Object Code. Expenditure classification according to the types of items purchased or services obtained; for example, personal services, supplies, maintenance and capital. 20-5 Objectives. Quantifiable steps toward accomplishing the stated goals. Each will have a specific time frame or measurable achievement. Objectives should be reached or completed within the fiscal year. Operating Budget. Plans of current expenditures and the proposed means of financing them. The annual operating budget (or, in the case of some state governments, the biennial operating budget) is the primary means by which most of the financing acquisition, spending, and service delivery activities of a government are controlled. The use of annual operating budgets is usually required by law. Even where not required by law, however, annual operating budgets are essential to sound financial management and should be adopted by every government. Operating Expenses. Proprietary fund expenses which are directly related to the fund's primary service activities. Operating Grants. Grants which the grantor to operating purposes restricts or which may be used for either capital or operating purposes at the discretion of the grantee. Operating Income. The excess of proprietary fund operating revenues over operating expenses. Operating Revenues. Proprietary fund revenues, which are directly related to the fund's primary service activities. They consist primarily of user charges for services. Operating Transfers. All interfund transfers other than residual equity transfers. Ordinance. A formal legislative enactment by the governing board of a municipality. If it is not in conflict with any higher form of law, such as a state statute or constitutional provision, it has the full force and effect of law within the boundaries of the municipality to which it applies. The difference between an ordinance and a resolution is that the latter requires less legal formality and has a lower legal status. Ordinarily, the statutes or charter will specify or imply those legislative actions, which must be by ordinance and those, which may be by resolution. Revenue raising measures, such as the imposition of taxes, special assessments and service charges, universally require ordinances. Otlter Financing Sources. Governmental fund general long-term debt proceeds, operating transfers out, and material proceeds of fixed asset dispositions. Such amounts are classified separately from revenues. Overlapping Debt The proportionate share of the debts of local governments located wholly or in part within the limits of the reporting government, which must be borne by property within each government. Performance Measures. Specific quantitative and qualitative measures of work performed as an objective of the department. Personnel Costs. Costs related to compensating employees, including salaries, wages, insurance, payroll taxes and retirement contributions. Productivity Measures. Criteria used to reflect how well a program is performing its activities to meet the needs of the public and the organization. They should measure productivity, effectiveness, efficiency or the impact of a service provided. While activity measures indicate "how much" activity the division/department is performing, productivity measures identify "how well" the division/department is performing. Program Description. Describe the nature of service delivery provided at this level of funding. It clearly explains how service delivery will be different from the prior budget year. Program Goals. Describes the purpose or benefit the division/department plans to provide to the community and/or organizations it serves. Goals identify the end result the division/department desires to achieve with its activities. Goals are often ongoing and may not be achieved in one year. Program Objectives. Quantifiable steps toward accomplishing stated goals having a specific time frame or measurable achievement. Objectives should be able to be reached or completed within the current fiscal year. Objective statements are not required for every activity performed, but should focus on the major steps necessary for achieving established goals. Property Tax. Taxes levied on both real and personal property according to the property's valuation and the tax rate. 20-6 Proprietary Funds. Funds accounted for on a flow of economic resources measurement focus. The accounting objectives are a determination of net income, financial position and changes in cash flow. All assets and liabilities associated with a Proprietary Fund's activities are included on its balance sheet. Proprietary Fund equity is segregated into contributed capital and retained earnings. Reserve. An account to use to indicate that a portion of a fund's balance is legally restricted for a specific purpose and is, therefore, not available for general appropriation. Reserve for Encumbrances. An account used to set aside a portion of fund balance for obligations from the previous fiscal year. Residual Equity Transfers. Non-recurring or non-routine transfers of equity between funds. Resolution. A special or temporary order of a legislative body requiring less legal formality than an ordinance or statute. Revenue Bonds. Bonds whose principal and interest are payable exclusively from earnings of an Enterprise Fund. Revenues. (I) Increases in government fund type net current assets from other than expenditure refunds and residual equity transfers. Under NCGA Statement I, general long-term debt proceeds and operating transfers in are classified as "other financing sources" rather than revenues. (2) Increases in proprietary fund type net total assets from other than expense refunds, capital contributions, and residual equity transfers. Under NCGA Statement I, operating transfers in are classified separately from revenues. Risk Management Fund. To account for the operation of a self-insured retention fund for health services for all City employees and that relate to workers' compensation claims. Claims are primarily administered by an outside agency. Sales Tax. A general "sales tax" is levied on persons and businesses selling merchandise or services in the city limits on a retail basis. The categories for taxation are defined by state law. Monies collected under authorization of this tax are for the use and benefit of the City. Sanitation Fund. Fund used to account for the provision of services to the residents of the City. All activities necessary to provide such services are accounted for in the fund, including, but not limited to, administration, operations, maintenance, and financing and related debt service. Special Revenue Funds. Funds which account for revenues from specific taxes or other revenue sources which by law, or other agreement such as a Trust, are designated to finance particular functions or activities of government and which, therefore, cannot be diverted to other uses. Storm Water Utility Fund. The Clean Water Act (CW A) was enacted in 1972 to protect surface waters, such as lakes, rivers, and coastal areas. National Pollutant Discharge Elimination System (NPDES) permits were introduced to increase accountability· for protecting water quality. This required industrial and municipal wastewater dischargers of pollutants into the waters of the US from a point source to obtain a NPDES permit. The fmal Phase II regulations that affect smaller communities, such as Baytown, were signed in October 1999. Small municipal separate storm sewer systems (MS4s) programs, such as Baytown's, are required to participate. These MS4 programs should be developed and implemented in phases over the next five years. An advance from the General Fund to provide funds for start-up costs associated with the program was provided in 2003. First year costs included funding for a storm water utility feasibility study. Future funding is proposed from developing storm water utility fees to provide a dedicated funding source for the program. The Texas Legislature provided the procedures necessary to establish a storm water utility fee in Chapter 402 of the Local Government Code. Cities were required to file an application for a permit from the Texas Commission on Environmental Quality by December 2003. Street Maintenance Tax. In 2001 the Texas Legislature passed House Bill 445, which allows cities to raise their local sales tax rate by 0.25 percent if the funds are dedicated to street maintenance and repair. On May 15, 2004, in the general election, the citizens of the City of Baytown voted to authorize the imposition of a street maintenance sales tax. This sales tax must be reapproved every four years by voters or it will expire. In November 20 I I, reauthorized early due to Senate Bill I 00, Baytown citizens overwhelmingly reapproved the sales tax in order to continue this beneficial 20-7 program. This fund will account for the revenues collected from this sales tax and may only be used to maintain and repair municipal streets that exist when the tax is adopted. Tax Increment Reinvestment Zone (TIRZ). A financing tool created by the state legislative to promote, develop, encourage and maintain housing, educational facilities, employment, commerce and economic development in the City. Tax Levy. The total amount to be raised by general property taxes for operating and debt service purposes. Tax Rate. The amount of tax stated in terms of a unit of the tax base, for example, $.50 per $100 (one hundred dollars) assessed valuation of taxable property. Tax Rate Limit The maximum rate at which a government may levy a tax. The limit may apply to taxes raised for a particular purpose, or to taxes imposed for all purposes, and may apply to a single government, to a class of governments, or to all governments operating in a particular area. Overall tax rate limits usually restrict levies for all purposes and of all governments, state and local, having jurisdiction in a given area. Tax Roll. The official list showing the amount of taxes levied against each taxpayer or property. Frequently, the tax roll and the assessment roll are combined, but even in these cases the two can be distinguished. Taxes. Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. This term does not include specific charges made against particular persons or property for current or permanent benefits such as special assessments. Neither does the term include charges for services rendered only to those paying such charges as, for example, sewer service charges. Tee/mica/ Adjustments. Represents adjustments made by the City Council to the Proposed Budget for the Final Adopted Budget. Texas Commission 011 Environmental Quality (TCEQJ. The environmental agency for the State of Texas. Transfers In/Out Amounts transferred from one fund to another to assist in financing the services of the recipient fund. Transmittal Letter. A general discussion of the proposed budget presented in writing as a part of the budget document. The transmittal letter explains the principal budget issues and presents the recommendations made by the City Manager. Unencumbered Bala11ce. The amount of an appropriation that is neither expended nor encumbered. It is essentially the amount of money still available for future purchases. Unreserved Fund Balance. The portion of a fund's balance that is not restricted for a specific purpose and is available for general appropriation. Water and Sewer Fund. Fund used to account for the rendering of water and sewer services to the residents of the City. Activities of the fund include the administration, operation and maintenance of the water and sewer system, and billing and collection activities. The fund also accounts for the accumulation of resources for, and the payment of, long-term debt principal and interest for revenue bonds and obligations under capital leases. All costs are financed through charges made to utility customers with rates reviewed regularly and adjusted if necessary to ensure the integrity of the fund. Water and Wastewater Interest and Sinking (WWIS) Fund. A fund established to account for the City's obligation to pay the principal and interest of all bonds and other debt instruments according to a pre-determined payment schedule. Working Capital. The amount by which total current assets exceed total current liabilities. Workload Measures. Reflects major activities of the division/department. They indicate the amount of work that has been done in the past and projected workload levels for the current and next years. Workload measures should be able to be tracked with a reasonable amount of time and effort. 20-8