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Ordinance 2003-21 ORDINANCE NO. 2003-21 AN ORDINANCE OF THE CITY OF WYLIE, TEXAS, ADOPTING A BUDGET AND APPROPRIATING RESOURCES FOR FISCAL YEAR 2004, BEGINNING OCTOBER 1, 2003, AND ENDING SEPTEMBER 30, 2004; REPEALING ALL CONFLICTING ORDINANCES; CONTAINING A SEVERABILTIY CLAUSE; AND PROVIDING FOR AN EFFECTIVE DATE WHEREAS, the City Manager and staff have prepared and filed with the City Secretary a proposed budget for operation of the City during Fiscal Year 2004; and WHEREAS, the proposed budget appears to be in form and substance which fully complies with all applicable provisions of the City Charter and State law; and WHEREAS, the proposed budget has been available for public inspection and review; and WHEREAS, the City Council has this date conducted a public hearing to receive input from the citizens of the City concerning the content of the budget; and WHEREAS, the Council having considered the proposed budget at length, and having provided input into its preparation, has determined that the proposed budget and the revenues and expenditures therein contained is in the best interest of the City and therefore desires to adopt the same by formal action; NOW THEREFORE, BE IT ORDAINED by the City Council of the City of Wylie, Texas, as follows: Section 1. That the proposed budget of the revenue of the City and the expenses of conducting the affairs thereof, as summarized in the attached Exhibit A and fully incorporated herein by reference, be, and the same hereby is, completely adopted and approved as the Budget for the City for Fiscal Year 2004. Section 2. That the sum of Thirty Two Million Two Hundred and Four Thousand, Nine Hundred and Fifty Dollars ($32,204,950) is hereby appropriated out to the General, Wylie Economic Development Corporation, 4B Sales Tax Revenue, Emergency Communications, Fire Training Center, Park Acquisition & Improvement, General Obligation Debt Service, 4B Debt Service, Street Capital Project, Utility, Utility Construction and Fleet Replacement Funds for payment of Operating Expenses and Capital Outlay of the operation and administration of the City according to the various purposes and intents therein described. Section 3. The specific authority is hereby given to the City Manager to transfer appropriations budgeted from an account classification or activity to another within any individual department or activity; and to transfer appropriations from designated appropriations to any individual department or activity as provided in the City Charter. Ordinance #2003-21 Approval of Budget 2003-2004 . Section 4. Should any paragraph, sentence, sub-division, clause, phrase or section of this ordinance be adjudged or held to be unconstitutional, illegal, or invalid, the same shall not affect the validity of this ordinance as a whole or any part or provision thereof, other than the part or parts as declared to be invalid, illegal, or unconstitutional. Section 5. This ordinance shall be in full force and effect from and after its adoption by the City Council pursuant to the law and the City Charter. Section 6. That all other ordinances and code provisions in conflict herewith are hereby repealed to the extent of any such conflict or inconsistency. DULY PASSED AND APPROVED by the City Council of the City of Wylie, Texas, on this the 9th day of September, 2003. ATTEST: \\\\1111111", ",,\\ 0 F W'lllll" ...' .,( --\ ....... f'( "... ~ ,,'- .... .... ~ ~ CJ ... ...~ ~ = l p~ ..."'~ = f SEA L ~ = -: ~. ~:3 .: _ ..,.. ...... ..,.. 0.... ,.. ...... ~ .... .....:::- 4'; 11,).,~, ......... '\>--~ ".... ""1 L / E Tt.'}. \"" 11111" ,'" " I 1\\\ Ordinance #2003-21 Approval of Budget 2003-2004 " W -l >- 3: LL o >- t: u "'" o o N >- LL 0:: o LL >- 0:: <( ~ ~ :J (f) f- W <.9 o :J CO o Z <( <.9 Z 0:: <( W I U ::i CO :J (L LL o W u i= o Z X "Of- (1) - Ul (1) 0= 0.>- e 3: Ul a. ....CV (1) € 0) :5 0 ~ c Z CIl OOO~ g> s: z. .~ (f) (3 ~g~ .~ ~ ~ :is -c :J ~ CIl 0.Ci..~ ~E~ g80 "O_Ul g ~-~ u "u .!9 '~.~ b ~(1) (1)(f) ~~ 3:U (1) :5 '0 C :J o U >-(1) .r::. 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W --' CO <( oc c.. o a:: 0.. 0.. <( --' <( I- o I- FY 2004 DEPARTMENTAL STAFFING SUMMARY (ALL POSITIONS SHOWN AS FULL-TIME EQUIVALENTS) PROPOSED BUDGET BUDGET BUDGET BUDGET 2000-2001 2001-2002 2002-2003 2003-2004 General Fund City Manager 3.50 4.50 4.50 6.25 City Secretary 2.00 2.00 2.00 2.00 Municipal Court 2.00 2.00 2.00 2.00 Finance 6.00 5.50 5.50 5.50 Facilities & Fleet Services 1.00 1.00 Police 31.10 26.10 30.00 33.00 Fire 19.00 27.00 28.40 29.40 Animal Control 1.40 1.50 2.00 2.00 Development Services Planning 2.50 3.00 3.00 3.00 Building Inspections 4.50 7.00 7.00 8.00 Code Enforcement 1.50 1.00 1.00 1.00 Streets 6.25 5.75 7.75 7.75 Parks 7.00 7.00 9.00 11.75 Recreation 1.35 1.80 2.10 2.10 library 4.50 4.75 4.75 6.25 Total General Fund 93.60 99.90 109.00 120.00 Utility Fund Utilities Administration 3.50 3.50 3.50 3.50 Utilities-Water 8.00 9.00 11.00 10.00 Utilities-Sewer 4.00 Engineernig 3.00 3.00 3.00 3.00 Utility Billing 5.50 7.00 7.00 7.50 Total Utility Fund 20.00 22.50 24.50 28.00 Wylie Economic Development 2.00 1.00 1.00 1.00 4B Sales Tax Fund Parks 3.00 4.00 4.00 4.00 Community Center 1.50 1.50 2.50 2.50 Library 1.00 1.00 1.00 Total 48 Sales Tax Fund 5.50 6.50 7.50 6.50 Emergency Communications Fund Dispatch Services 7.00 7.00 7.00 Total Emergency Comm Fund 7.00 7.00 7.00 TOTAL ALL FUNDS 121.10 136.90 149.00 162.50 2 FY2004 DEPARTMENTAL STAFFING SUMMARY (cont.) Notes: FY2003 No changes made subsequent to original FY2003 Budget. FY2004 City Manager _ Added One IS Technician and One Part-time HR Assistant. Police _ Added One ClD Secretary 1, Reclass Records Clerk from 7N to 8N and Added Two Patrol Officers. Fire _ Added One Fire Prevention Inspector, Three Full-time Firefighters for Station 2 replacing Three Part-time Firefighter positions. Additional Ambulance Runs. Building Inspections - Added One Permit Technician. Parks _ Added Two Maintenance Workers and Three Seasonal Workers. Library _ Increased the Part-time staffing 20 hours per week. Utilities (Water) _ Added One Crewleader, One Equipment Operator and One Maintenance Worker. Utility Billing - Upgrade AP Clerk from Part-time to Full-time. 3 PROPERTY TAX DISTRIBUTION CALCULATIONS TAX ROLL: Assessed Valuation (100%) Rate per $100 Total Tax Levy Percent of Collection Estimated Current Tax Collections FY2004 Tax Year 2003 S 1,130,974,581 0.705 7,973,370.80 98% $ 7,813,903 S 7,813,903 70,000 30,000 S 7,913,903 SUMMARY OF TAX COLLECTIONS: Current Tax Delinquent Tax Penalty and Interest TOTAL TAX COLLECTIONS DISTRIBUTION: FY2003 Tax Year 2002 $ 929,246,605 0.715 6,644,113.23 98% S 6,511,231 $ 6,511,231 70,000 30,000 $ 6.611,231 FY2004 FY2004 PERCENT FY2003 TAX RATE OF TOTAL FY2004 AMOUNT AMOUNT GENERAL FUND: Current Tax S 5,919,082 $ 4,588,788 Delinquent Tax 53,025 49,332 Penalty and Interest 22.725 21,142 Total General Fund $ 0.534042 75.751 % S 5,994,832 S 4,659,262 DEBT SERVICE FUND: Current Tax S 1,894,822 $ 1,922,443 Delinquent Tax 16,975 20,668 Penalty and Interest 7,275 8,858 Total Debt Service S 0.170958 24.249% S 1,919,071 $ 1,951,969 DISTRIBUTION S 0.705000 100.000% S 7,913,903 S 6,611,231 ASSESSED VALUATION OF TAXABLE PROPERTY 1130.9 z o -'" ~o:: ::>:5 ..,J..J <g >u. 00 w'" CIl5 CIl..J w::! CIl:lE CIl < 1200 1000 . 800 . 600 . 400 . 200 .- o FY1994 FY1995 FY1996 FY1997 FY1998 FY1999 FY2000 FY2001 FY2002 FY2003 FY2004 ,~.' . 4 GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE BUDGET 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING BALANCE $ 2,168,444 S 2,263,960 S 2,709,290 $ 2,730,810 REVENUES: Ad Valorem Taxes 3,773,837 4,659,260 4,721,000 5,994,840 Sales Taxes 951,371 935,500 1,064,630 1,183,740 Franchise Fees 958,066 979,000 1,055,780 1,107,000 licenses & Permits 1,131,544 865,100 1,398.000 1,160,100 Intergovernmental Revenues 365,316 229,870 254,900 220,000 Service Fees 1,386,398 1,438,300 1 ,288,300 1,192,000 Court Fees 484,920 486,400 400,000 480,000 Interest & Miscellaneous 222,989 83,300 101,300 85,500 Total Revenues 9,274,441 9,676,730 10,283.910 11,423,180 OTHER FINANCING SOURCES: Bond Proceeds 250,000 Transfers from Other Funds 420,000 420,000 420,000 431,990 Total Other Financing Sources 670,000 420,000 420,000 431,990 Total Revenues & Other Financing Sources 9,944,441 10,096,730 10,703,910 11,855,170 TOTAL AVAILABLE RESOURCES 12,112,885 12,360,690 13,413,200 14,585,980 EXPENDITURES: General Government: City Council 46,099 83,350 83,050 89,950 City Manager 406,859 490,280 468,250 630,110 City Secretary 126,814 146,460 136,300 177 ,970 Municipal Court 133,467 174,630 168,930 180,780 Finance 399,356 530,910 528,110 587,540 Facilities & Fleet Services 178,639 405,300 402,000 382,860 Combined Services 1,655,671 1,532,720 1,413,120 1,551,030 Animal Control 66,130 117 ,230 114,040 113,890 Public Safety: Police 1,885,599 2,308,000 2,288,300 2,659,590 Fire 1,709,603 1,954,450 1,940,180 2,419,550 Development Services: Planning 201,987 225,650 223,770 242,250 Building Inspection 457.981 486,260 477,180 611,270 Code Enforcement 51,227 69,380 64,850 76,170 Streets 934,866 907,150 714,680 1,229,650 Community Services: Parks 554,503. 783,560 719,050 879,640 Recreation 89,943 109,300 109,260 124,980 library 322,719 361,130 355,440 495,030 Transfers to Other Funds 182,130 475,880 475.880 322,890 Total Expenditures 9,403,593 11,161,640 10,682,390 12,775,150 ENDING FUND BALANCE $ 2,709,292 $ 1,199,050 $ 2.730,810 $ 1,810.830 ~ 70.5 0.1417 51.74 5 GENERAL FUND SCHEDULE OF REVENUES BY SOURCE ACTUAL BUDGET ESTIMATE BUDGET 2001-2002 2002-2003 2002-2003 2003-2004 Ad Valorem Taxes: Current Taxes S 3,685,423 $ 4,558,790 $ 4,590,000 $ 5,919,080 Delinquent Taxes 33,983 49,330 86,000 53,030 Penalty & Interest 54,431 21,140 45,000 22,730 Sales Taxes: General 948,271 933,000 1,060,630 1,179,640 Alcoholic Beverage 3,100 2,500 4,000 4,100 Franchise Fees: Electric 641,083 679,000 689,470 724,000 Gas 70,156 63,000 123,880 130,000 Telephone 69,328 68,000 80,240 84,000 Cable 58,393 58,000 43,790 45,000 Sanitation 119,106 111,000 118,400 124,000 Licenses & Permits 1 ,131,544 865,100 1,398,000 1,160,100 Intergovernmental Revenue: Lake Patrol 35,762 41,000 44,000 46,000 COPS Grant 44,312 40,500 50,000 10,000 State Grant 4,236 4,370 9,900 WISD/COPS 77,713 60,000 60,000 72,000 County Park Grand 96,099 County Library Grant 10,407 10,000 10,000 10,000 Warrant Collections 2,800 WISD/Crossing Guards 17,992 14,000 21,000 22,000 FirelDispatch Service 78,795 60,000 60,000 60,000 Service Fees: 911 Fees Alarm Permits 13,902 8,500 13,000 13,000 Alarm Monitoring 4,510 3,000 5,500 5,000 East Texas Medical 18,600 20,800 15,000 21,000 Animal Control 7,774 5,000 10,000 10,000 Development 568,739 472,000 387,000 197,000 Parkland Dedication 99,500 66,000 Sanitation 704,710 790,000 782,000 865,000 Concessions 3,200 4,000 4,000 4,000 Lighting 10,872 5,000 5,000 5,000 League/Athletic 12,122 8,000 8,000 8,000 Wylie Wave Program 46,719 40,000 40,000 50,000 Wylie Wave Activity 9,480 9,000 9,000 7,000 Library 6,420 7,000 7,000 7,000 Court Fees 484,920 486,400 400,000 480,000 Interest Income 63,221 60,000 60,000 60,000 Miscellaneous: Rental Income 31,959 19,000 33,000 17 ,200 Dare Donations Miscellaneous Income 7,659 4,300 8,300 8,300 Other Financing Sources: Bond Proceeds 250,000 Transfers from Other Funds 420,000 420,000 420,000 431,990 TOTAL REVENUES S 9,944,441 $ 10,066,730 $ 10,703,910 $ 11,855,170 6 WYLIE ECONOMIC DEVELOPMENT CORPORATION FUND DESCRIPTION The Wylie citizens, as authorized by the Texas State Legislature, created the Economic Development Corporation (WEDC) via the passage of a .5 cent sales tax increase in 1990. Funds received by the WEDC are used solely to enhance and promote economic development within the Wylie community. The primary objectives of the WEDC are to increase local employment opportunities while enhancing and diversifying the City of Wylie tax base. The WEDC employs a full-time director to manage the daily operations of the WEDC, reporting directly to a 5- member Board of Directors which develops long-term goals and strategies. The Wylie City Council appoints the 5-member Board of Directors. FUND NARRATIVE Accomplishments for FY2003 >- Completed demolition of 105,000 square foot industrial facility located on Hwy 78, including environmental clean-up of hydraulic oil spill ;;:. Assisted City of Wylie staff in securing Home Depot and Wal Mart. ;;:. Listed WEDC 5-acre tract with Staubach Company while initiating marketing campaign for resteraunt and retail development Objectives for FY2004 ;;:. Secure land for development of an industrial park > Initiate deed restrictions and dispose of WEDC 5- acre tract ;;:. Purchase right-of-way from Collin County ;;:. Utilize budgeted $230,000 as incentive to secure new industrial projects Major Budget Items ;;:. Land purchase - ($127,020). ;;:. Carlisle, Southern Fastening, Moulding Associates and Extruders Incentives ($128,840). ;;:. Debt Service (S125,556). ;;:. Future projects ($245,500). 7 WYLIE ECONOMIC DEVELOPMENT CORPORATION BUDGET BUDGET BUDGET PROPOSED ST AFFING LEVEL 2000-2001 2001-2002 2002-2003 2003-2004 Executive Director 1.0 1.0 1.0 1.0 TOTAL 1.0 1.0 1.0 1.0 STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE S 2,179,827 S 1,961,020 S 1,839,170 $1,887,570 REVENUES: Sales Tax 474,135 466,600 530,320 589,820 Interest, Rental & Misc 99,881 10,000 3,000 3,000 TOTAL REVENUES 574.016 476.600 533,320 592.820 TOTAL AVAILABLE RESOURCES 2,753,843 2,437,620 2,372,490 2,480,390 EXPENDITURES Administrative Expenses 455,382 184,270 215,660 187,640 Economic Incentives 343,860 393,490 158,300 370,340 Debt Service 110,436 110,460 110,460 125,560 Capital 5,000 500 127,020 Other Financing Uses 11,990 TOTAL EXPENDITURES 914,678 688,220 484,920 822,550 ENDING FUND BALANCE $ 1,839,165 $1,749,400 $ 1,887,570 $1,657,760 8 4B SALES TAX REVENUE FUND FUND DESCRIPTION The Wylie Park and Recreation Facilities Development Corporation (the 4B Corporation) was established to promote economic development within the City of Wylie. The activities of the 4B Corporation are accounted for in two fund types. The two funds are titled the 4B Sales Tax Revenue Fund and the 4B Debt Service Fund. This special revenue fund accounts for the use of the 4B Corporation sales tax revenue and is restricted by State legislation to improve the appeal of the City as a place to live, work, and visit and to promote economic development. Sales taxes are levied in Wylie at 8.25% of goods and services sold within the City's boundaries. Of this 8.25% tax, 0.5% of the City's share goes to the 4B Sales Tax Revenue Fund. FUND NARRATIVE PROGRAM NARRATIVE The fund ended fiscal year 2002-2003 with an estimated fund balance at September 30, 2003 of $504,420. The estimated FY2003 year-end revenues are $536,920. Accomplishments for FY2003 )> Parks completed the Open Space Master Plan. )> Community Center provided good customer service for building users with increased staffing, building monitors. )> Concert Series was a huge success! Objectives for FY2004 )> Continue to support the current level of positions funded for Parks and Recreation operations. )> Provide excellent recreation and social services to the citizens of Wylie. Major Budget Items )> Two (2) Riding Lawn mowers and Trailers ($30,000). )> Vehicle for Two (2) Maintenance Workers ($22,300). )> Athletic Infield Machine ($10,500) & Athletic Field Poles ($10,000). )> Beautification of Downtown to include Banners and Benches ($15,000). ACTUAL BUDGET ESTIMATE PROPOSED EXPENDITURES 2001-2002 2002-2003 2002-2003 2003-2004 Personal Services $ 239,203 $ 334,350 $ 315,190 $ 300,770 Supplies 10,761 29,200 29,200 8,200 Maintenance 5,082 5,000 5,000 3,250 Contractual Services 81,392 71,000 58,500 64,000 Capital Outlay 126,113 49,300 27,440 90,200 Transfer to 4B Debt Service Fund 109,300 142,050 142,050 143,330 Transfer to General Fund TOTAL $ 571,851 $ 630,900 $ 577 ,380 $ 609,750 9 48 REVENUE FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING BALANCE $ 627,693 $ 491,360 $ 544,880 $ 504,420 REVENUES: Sales Taxes 474,135 466,600 530,320 589,820 Interest Revenues 14,905 16,300 6,600 7,000 TOTAL REVENUES 489,040 482,900 536,920 596,820 TOTAL AVAILABLE RESOURCES 1,116,733 974,260 1,081,800 1,101,240 EXPENDITURES: Community Services: Parks 295,962 255,930 205,960 329,820 Recreation 93,349 139,410 138,850 136,600 Library 73,240 93,510 90,520 Transfers to Other Funds 109,300 142,050 142,050 143,330 TOTAL EXPENDITURES 571,851 630,900 577 ,380 609,750 ENDING FUND BALANCE $ 544,882 $ 343,360 $ 504,420 $ 491,490 FY2004 Budgeted Expenditures 4B Sales Tax Revenue History Recreation 22% Parks 54% 700,000 600,000 500,000 400,000 300,000 200,000 100,000 Transfers to Other Funds ---- 24% / FY2004 FY2003 FY2002 FY2001 Proposed Estimate 10 Emergency CommunicationslDispatch To provide prompt, accurate, and efficient delivery of 9-1-1 dispatch services to the community. The dispatch center answers 9- 1-1 and alarm calls, disseminates information from callers and processes the call by dispatching to the appropriate public service agency via computer aided dispatch technology and mobile data computers. ~ Back-up 911 system switch programmed and installed. ~ Staffing increased to two (2) dispatchers Monday through Friday 7a.m. to 11 p.m. ~ Implemented performance standards DEPARTMENT FUNCTION Objectives for FY2004 ~ Performance testing for all personnel. ~ Dispatch Manual to be completed and implemented. Accomplishments for FY2003 ~ Call-Taker Manual completed and implemented. ~ Increased training classes. ~ New 911 back up power system in service. Major Budget Items ~ MDC Software & Hardware Support ($42,650). ~ CAD Software & Hardware Support ($26,560). -J.. ~_~:_r~~::.:;,::~~~~-.':'::.-,=_:::". ::'0:'::::- ~.:,:,..:.:.~.::.::..~.;;::S"3.:~: :;.::,:,:,;:,-!-s",;,::..1 ~r: .:~:'.- ~':"'~~."'r f~ .,:~~ r ~ ; :~;~:~~ ~\,::;,:.:,..~~-L~; ~:-::-_ ::': ,~.,:-::,--:'-~:~'.::r-: : ~;": .,~~-:~--~~~'~~;~;;~ ,. ~~-..::''':'.i'...... - ...-::- -.- ........:-~-: ..: ACTUAL BUDGET ESTIMATE PROPOSED EXPENDITURES 2001-2002 2002-2003 2002-2003 2003-2004 Personal Services S 262,516 S 317,800 $321,710 $ 352,200 Supplies 3,763 10,350 10,850 13,730 Maintenance 63,661 76,370 76,310 74,710 Contractual Services 43,888 72,140 72,640 96,430 Capital Outlay 8,865 30,380 30,380 33,530 TOTAL $ 382,693 $ 507,040 $ 511,890 $ 570,600 11 EMERGENCY COMMUNICATION FUND BUDGET BUDGET BUDGET PROPOSED STAFFING LEVEL 2000-2001 2001-2002 2002-2003 2003-2004 Communications Supervisor 12-N 0.00 1.00 1.00 1.00 Dispatcher 9-N 0.00 5.00 5.00 5.00 Dispatcher - Part-time 0.00 1.00 1.00 1.00 TOTAL 0.00 7.00 7.00 7.00 EMERGENCY COMMUNICATIONS FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING BALANCE $ $ $ 2,440 S 4,590 REVENUES: 911 Fees 173,000 178,000 185,000 208,680 Intergovernmental Revenues 30,000 39.000 39.000 39,000 Total Revenues 203.000 217 ,000 224,000 247,680 OTHER FINANCING SOURCES: Transfers from General Fund 182.130 290,040 290,040 322,890 Total Other Financing Sources 182,130 290,040 290,040 322.890 Total Revenues & Other Financing Sources 385,130 507.040 514,040 570,570 TOTAL AVAILABLE RESOURCES 385,130 507,040 516,480 575,160 EXPENDITURES: Public Safety Dispatch Services 382.693 507,040 511,890 570.600 Total Expenditures 382,693 507,040 511,890 570,600 ENDING FUND BALANCE $ 2,437 $ $ 4,590 $ 4,560 12 FIRE TRAINING CENTER FUND FUND DESCRIPTION The Fire Training Center (FTC) Fund was created to account for the revenues generated by First Responder Fees and donations for training equipment and the construction and maintenance of the Fire Training Center. First Responder Fees are revenues that are generated by billing a patients insurance company for first responder calls. The Fire Department is receiving donations for materials and labor from the business sector, individuals and other cities towards the operation and construction of the training center facilities. FUND NARRATIVE The Fire Training Center project was established as a separate fund late in FY2001. The training facility was adopted as a regional facility in fiscal year 2002 for the cities of Murphy, Sachse, Parker, Lucas, Branch, Nevada, and Josephine. The fund ended FY2003 with an estimated fund balance at September 30, 2002 of $ 51,780. For FY2004 revenues and expenditures are estimated to be $50,500 and $89,000 respectively. The ending fund balance for FY2004 is estimated to be $13,280. Accomplishments for FY2003 ~ Engineering for drainage. ~ Phase design for future development. ~ High angle, trench rescue, ventilation, burn house, and flashover simulators placed in service. Objectives for FY2004 ~ Drainage excavation per engineering - phases 1,2, and 3. ~ Concrete approach and parking for new building. ~ Training Building (shell) constructed. ~ Brick front and new doors for the existing storage building. Major Budget Items ~ Drainage excavation, Concrete and Training Building identified in Objectives ($77,000). ~ Brick front and new doors for existing storage building ($5,000). STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE BUDGET 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE $ 28,617 $ 14,060 $ 15, 780 $ 51,780 REVENUES First Responder Fees 65,706 60,000 50,000 50,000 Interest 322 300 500 500 TOT AL REVENUES 66,028 60,300 50,500 50,500 TOTAL AVAILABLE RESOURCES $ 94,645 $ 74,360 $ 66,280 102,280 EXPENDITURES Public Safety Tools 1,500 500 2,000 Contractual Services 15,814 9,000 14,000 5,000 Capital Outlay 61,056 48,500 82,000 TOTAL EXPENDITURES 78,870 59,000 14,500 89,000 ENDING FUND BALANCE $15,775 $ 15,360 $ 51,780 $ 13,280 13 PARK ACQUISITION & IMPROVEMENT FUND DEPARTMENT FUNCTION The Parks Acquisition and Improvement Fund resources are derived from the payment of fees obtained as part of the development process. Fees are accepted in lieu of parkland dedications to the City. For administrative purposes, the City is divided into three park zones. The accumulated funds are available for the acquisition, development, and improvement of park land within the zones from which they are collected. PROGRAM NARRATIVE The Park Acquisition and Improvement Fund is utilized by the Park Department with input from the Park and Recreation Advisory Board for the betterment of Parks and open spaces throughout the City. Funds are utilized for the purposes of land acquisition for future park development and for the continual improvement of existing parks and open space facilities and amenities. Funds can also be used as matching requirement for available County and State grant opportunities for park acquisition and improvement. Objectives for FY2004 >- Sage Creek Phase IV Park improvements include the grading and leveling of the existing site, installation of trees and landscaping, an irrigation system, sidewalk, and outside equipment and furniture such as table, benches, and grills. >- Founders Park Improvement includes landscaping additions such as trees, ornamentals, additional seeding and fertilization. Major Budget Items >- Sage Creek Phase IV: Site grading, dirt hauling and leveling ($50,000), Outside equipment ($25,000), Botanical and Agricultural items ($25,000). >- Botanical and Agricultural items for Founders Park ($15,000). EXPENDITURES ACTUAL 2001-2002 Supplies Contractual Services Capital Outlay TOTAL $ $ BUDGET ESTIMATE PROPOSED 2002-2003 2002-2003 2003-2004 $ 32,850 $ 14,550 $ 40,000 307,150 216,700 145,000 $ 340,000 $ 231,250 $ 185,000 14 GENERAL OBLIGATION DEBT SERVICE FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001.2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE $ 267,695 $ 306,860 $ 352,660 $ 354,930 REVENUES: Ad Valorem Taxes: Current Taxes 1,740,635 1,922,440 1,892,590 1,894,820 Delinquent Taxes 12,785 20,670 41,080 16,980 Penalty and Interest 22,647 8,860 19,780 7,280 Interest Revenues 12,614 5,000 9,500 5,000 TOTAL REVENUES 1,788,681 1,956,970 1,962,950 1,924,080 TOTAL AVAILABLE RESOURCES $ 2,056,376 $ 2,263,830 .$ 2,315,610 $ 2,279,010 EXPENDITURES: Principal Retirement $ 951,744 S 1,125,890 .$ 1,125,890 $ 1,166,450 Interest 748,461 829,790 829,790 761,050 Fiscal Agent Fees 3,509 6,000 5,000 6,000 TOTAL EXPENDITURES 1,703,714 1,961,680 1,960,680 1,933,500 ENDING FUND BALANCE $ 352,662 S 302,150 $ 354,930 S 345,510 - -- -------- ---------- --- - --~-- - -- --------- --~-~---~--- ANNUAL REQUIREMENTS TO AMORTIZE GENERAL OBLIGATION DEBT Net of Self-Suppoted Debt Paid by Utility Fund October 1,2003, to Maturity 2,400,000 2,000,000 400,000 1,600,000 1,200,000 800,000 200420052006200720082009201020112012201320142015 2016 2017 2018 2019 2020 20212022 :=oP;;~cl~.. =~_~[]I"e"'C:I . __ ___ __._J --.--.--------------- 15 4B DEBT SERVICE FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE $ 180,014 $ 182,220 $ 151,870 $ 152,930 REVENUES: Interest Income 2,556 3,400 1,060 1,000 Transfer from 4B Operating Fund 139,300 142,050 142,050 143,330 TOTAL REVENUES 141,856 145,450 143,110 144,330 TOTAL AVAILABLE RESOURCES $ 321,870 $ 327,670 $ 294,980 $ 297,260 EXPENDITURES: Debt Service - Principal $ 60,000 $ 65,000 $ 65,000 $ 70,000 Debt Service - Interest 79,283 75,850 75,850 72,130 Debt Service - Agent Fees 716 1,200 1,200 1,200 Transfer to 48 Operating Fund 30,000 TOTAL EXPENDITURES 169,999 142,050 142,050 143,330 Fund Balance - Reserved for Debt Fund Balance - Unreserved ENDING FUND BALANCE $ 151,871 $ 185,620 $ 152,930 $ 153,930 --------------- ----- -- - -- -- ------------- -------- ANNUAL REQUIREMENTS TO AMORTIZE SALES TAX REVENUE DEBT October 1, 2003, to Maturity 160,000 140,000 120,000 100,000 80,000 60,000 40,000 20,000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 i r DPRINCIPAL- ---OINTEREsr- L ~'" i I I I I I i I ! \ ! STREET CAPITAL PROJECT FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE $6,426,006 $8,181,420 $7,769,830 $7,161,260 REVENUES Interest Income 116,646 120,000 95,000 30,000 Street Assessments 3,098 Miscellaneous Income Bond Proceeds 2,500,000 TOTAL REVENUES 2,619,744 120,000 95,000 30,000 TOTAL AVAILABLE RESOURCES 9,405,750 8,301,420 7,884,830 7,191,260 EXPENDITURES Materials & Maintenance 40,282 30,000 23,570 Contractual Services 528,353 500,000 300,000 Capital Outlay 707,286 6,500,000 400,000 6,810,000 Transfer to Other Funds TOTAL EXPENDITURES 1,275,921 7,030,000 723,570 6,810,000 ENDING FUND BALANCE $7,769,829 $1,271,420 $7,161,260 $381,260 FUND DESCRIPTION The Street Capital Project Fund was created to account for proceeds from the sale of general obligation bonds to be used for street improvements, drainage, curbs & gutters, alleys, sidewalks and traffic control. FUND NARRATIVES The primary funding sources for the Street Fund in FY2003 are the unexpended proceeds of bonds issued in fiscal years 1999 and 2000, $4,500,000 in bonds issued in late 2001, $2,500,000 in bonds to be issued in FY2002. The 1999 Bond Program has issued $450,000 in Drainage bonds and $5,300,000 in Street Bonds unissued at this time. Accomplishments for FY2003 ~ Complete right-of-way acquisitions for Kirby/ Stone and Alanis projects. ~ Complete construction of the Rustic Oaks drainage project. ~ Began construction of Kirby/ Stone connection. Objectives for FY2004 ~ Completion on the Kirby/Stone connection. ~ Complete construction on the Alanis Lane paving project. ~ Begin and complete reconstruction of Stoneybrook alleys. ~ Begin construction of SH78 between Eubanks and Spring Creek. 17 UTILITY FUND COMBINED STATEMENT OF REVENUES AND EXPENSES OPERATING REVENUES: Water Service Sewer Service Sewer Pass-Thru Penalty & Interest Water Tap Fees Sewer Tap Fees Reconnect Fees TOTAL OPERATING REVENUES OPERATING EXPENSES: Water Purchases Sewer Treatment Utility Administration Utilities - Water Engineering Utilities - Sewer Utility Billing Combined Services Contingency - Insurance TOTAL OPERATING EXPENSES NET OPERATING INCOME (LOSS) NON-OPERATING REVS (EXP): Utility Pre-treatment Fees Interest Income Miscellaneous Income Debt Service Transfer from Other Funds Transfer to Other Funds TOTAL NON-OPERATING REVS (EXP) NET INCOME (LOSS) BEG FUND BALANCE (WORKING CAP) Adjustment to Fund Balance END FUND BALANCE (WORKING CAP) Distribution of Revenue Water Sales Sewer Service Sewer Pass Thru I I 7.87% I \ 2.83%: Taps & Reconnect Fees Interest & Mise 1.48% Penally & Interest .52% $1,000 $2,000 $3,000 $4.000 50 ACTUAL 2001-2002 $ 2,490,859 $ 1,606,486 388,157 70,786 200,470 29,945 3,153 4,789,856 687,549 310,006 259,769 767,110 227,820 483,762 45,281 2,781,297 2,008,559 10,270 57,784 32,693 (1,201,131) $ (420,000) (1,520,384 ) 488.175 3,740,598 (1,195,905) 3.032,868 $ ------~ 53.SO% 33.40% BUDGET 2002.2003 2,775,000 $ 1,623,000 393,000 64,000 120,000 35,000 3,000 5,013,000 800,000 1,070,550 278,680 1,677,450 377,810 578,460 79,700 4,862,650 150,350 33,000 65,000 10.000 (1,284.100) (420,000) (1.596,100) (1,445,750) 3.147,150 1,701,400 $ 0.2591 94.57 ESTIMATE 2002.2003 2,825,000 $ 1,750,000 412.000 80,000 210,000 30,000 3,000 5,310,000 885,750 1,070,550 272,640 1,070,080 269,760 586,610 71,000 4,226,390 1,083,610 33,000 33,000 30,000 (1,194,130) (420,OOO) (1,518,130) (434,520) 3,032,870 2,598,350 $ Distribution Of Expenses Umities (Sewer) p- o I Utilities (Water) Debt Service }.-.- Sewer Treatment ~ Water Purchases ~ Utility Billing ~ 8.81% 1 Other Finance Uses ,..... 6.06% Utility Administration J2I!'!i 4.31% Engineering ~ 5.33% Combined Services .. 1.02% 18 18.37% .. 16.79% I 1 14.59% 1.000 BUDGET 2003-2004 3,106,000 1,925,000 453,200 85,000 160,000 30,000 3,000 5,762,200 1,011,080 1,163,680 299,150 921,590 369,490 793,250 611,730 70,500 5,240,470 521,730 36,000 65,000 10,000 (1,273,340) (420,000) (1,582,340) (1,060,610) 2,598,350 1,537,740 0.2001 73.05 11.44% 13.28% 2.000 UTILITY CONSTRUCTION FUND FUND DESCRIPTION Objectives for FY2004 PROGRAM NARRATIVE >- Start construction of three outfall sewer lines to the new Regional Muddy Creek Wastewater Treatment Plant. >- Construction of water lines on Cooper Street ($110,360), Jackson ($150,000), and Cottonbelt ($125,000). >- Construction of water lines on 2nd & 3rd, between Butler and Park ($110,000). The Utility Construction fund was created as a sub-fund of the Utility Fund to account for proceeds from the sale of general obligation and revenue bonds and State grants to be used for the acquisition and construction of major water and wastewater improvements. Accomplishments for FY2003 ~ Transfer $148,000 to Utility Fund Bond Reserve account. STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE BUDGET 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE $2,519,438 $2,154,230 $2,074,900 $838,900 REVENUES Interest Income 40,624 40,000 12,000 6,000 Bond Proceeds 1,150,000 Transfer from Impact Fund 495,360 TOTAL REVENUES 1,190,624 40,000 12,000 501,360 TOTAL AVAILABLE RESOURCES 3,710,062 2,194,230 2,086,900 1,340,260 EXPENDITURES Water & Sewer Construction 1,635,165 1,500,000 1,100,000 1,140,260 Transfer to Other Funds 148,000 TOTAL EXPENDITURES 1,635,165 1,500,000 1,248,000 1,140,260 ENDING FUND BALANCE $2,074,897 $694,230 $838,900 $200,000 19 FLEET REPLACEMENT FUND DEPARTMENT FUNCTION The Fleet Replacement fund is an internal service fund established to accumulate sufficient resources to replace existing equipment which has reached or exceeded its useful life. Resources are acquired through charges to operating departments in the governmental and enterprise type funds. The charges are calculated using a straight-line amortization of each piece of equipment based upon the item's expected life. When a piece of equipment has reached the end of its projected useful life, a decision will be made as to whether the equipment should be replaced. If the cost of retaining the equipment (e.g. maintenance expenditures and length of down time) does not exceed a predetermined amount, then the equipment will be kept in service. However, once the equipment has been fully amortized, a department will not continue to make payments to the Fleet Replacement Fund. Interest earnings and equipment auction proceeds will help offset the impact of inflation on the replacement costs of equipment. FUND NARRATIVE In FY2003. fleet purchases included the scheduled replacement of 4 patrol vehicles, 1 Building Inspections truck, 1 Animal Control truck, 1 Parks crew truck, 1 Parks tractor and 1 backhoe for the Street Department. One additional patrol vehicle and an additional Utilities truck were purchased with funds from the departments' operating budgets. Also purchased from the Utilities budget were a track hoe and skid steer loader. Tax note funding was used to add 3 trucks and a 16 ft. mower for Parks and a utility truck for the Street Department. Scheduled replacements for FY2004 include two patrol vehicles, one CID vehicle, one utility inspectors truck, one sewer jetting machine, one mowing tractor and one Street Department dump truck. The Fleet Fund will also replace one passenger van for the fleet pool. The van was originally scheduled for replacement in FY '01 but retained in the fleet due to low mileage. The scheduled replacements of two grass fire trucks and one flat bed dump truck have been deferred. Department Facilities and Fleet Services Police Fire Animal Control Building Inspections Code Enforcement Streets Parks Utilities - Administration Utilities - Water/Sewer Engineering Meter Services TOTAL ALL DEPARTMENTS Contribution $ 4,860 88,520 70,460 2,140 13,580 4,380 17,570 48,730 4,080 58,280 5,500 6,280 Vehicle Type 1 passenger van 1 CID & 2 patrol vehicles 2004 Cost 20,000 60,000 1 tractor, 1 dump truck 80,000 Jet! Vacuum funding 1 compact pickup 17,000 15,000 $ 325,600 $ 192,000 20 FLEET REPLACEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES ACTUAL BUDGET ESTIMATE PROPOSED 2001-2002 2002-2003 2002-2003 2003-2004 BEGINNING FUND BALANCE $ 597,429 $ 773,080 $727,410 $808,690 REVENUES Auction Proceeds 10,000 10,000 10,000 Contributions from Departments. 221,681 268,370 268,370 325,600 Interest and Miscellaneous Income ( 11,619) 15,000 15,000 15,000 TOTAL REVENUES 210,062 293,370 293,370 350,600 TOTAL AVAILABLE RESOURCES 807,491 1,066,450 1,020,780 1,159,290 EXPENDITURES General Government 31,040 119,000 128,040 100,000 Police! Fire 17,040 88,000 84,050 60,000 Utilities 32,000 32,000 TOTAL EXPENDITURES 80,080 207,000 212,090 192,000 TOTAL FUND BALANCE $ 727,411 $ 859,450 $ 808,690 $ 967,290 21 CAPITAL EQUIPMENT IEXPANDED lEVELS OF SERVICE SUMMARY FUNDED IN FY2004 General Fund library City Manager Increase Part-time Staffing 20 hours a week 9,800 HR Assistant, Part-time 23,570 Books, Audio Visual materials 7,000 IS Technician 67,380 Books in Print Database 2,200 90,950 Replacement Computers 2,700 Municipal Court 21,700 Automated phone attendant with on-line inquiry/payments processing 15,300 Total General Fund 970,390 Fire Proof Safe 1,610 16,910 Facilities Utility Fund Air Conditioning at Municiplal Complex 24,000 Utilities (Water) Crewleader and Vehicle 96,870 Police Equipment Operator 43,180 Patrol Officer (2) 128,040 Maintenance Worker 40,910 CID Secretary 45,250 Extended Cab Pick up Truck 21,990 Computer Network Upgrade 20,500 Trailer, 2 axle Belche 7,500 Reclass Records Clerk (7N to 8N) 1,310 Fleet Main!. Coordinator Vehicle, split 411 9,720 k-9 Police Vehicle w/o Fleet Fees 29,580 220,170 Video Camera 3,150 Engineering Mobile Radio 2,600 Computer System 1,500 Computer and Printer 1,200 36" plotter split with Planning 5,620 Upgrade/retrofit new vehicles to Tahoes (3) 16,500 Xerox Copier split with Planning 4,120 248,130 11,240 Fire Fire Prevention Inspector and vehicle 88,700 Utilities (Sewer) Three fulllime Firefighters replacing three 70,760 Valentine Creek Wastewater Line 90,000 Air Truck SCBA Compressor 43,430 Jet Machine/ Vac Combo w Fleet Fees 108,100 Quint Maintenance 25,000 Trailer 7,500 k-12 Rescue Saw 1,600 Jack Hammer & Post Hole Digger 10,700 Health and Wellness Program 3,000 216,300 Treadmills (3) 1,500 Universal ten station weight set (2) 1,500 Utility Billing PDA 2,500 Upgrade AP Clerk from Parttime to Fulllime 23,890 Fire Hose Repair Press 2,650 Riding lawn Mowers for Stations (2) 5,000 Total Utility Fund 471,600 Additional Ambulance Runs 49.360 295.000 Animal Control 4B Sales Tax Fund Repair Brickwork 1.000 Parks Portable Radio 2,270 Pickup Truck for Two Main!. Workers 22,300 3,270 Riding lawn Mowers (2) 19,600 Planning Trailers (2) 10,400 36" Plotter, split with Engineering 5,720 Athletic Infield Machine 10,500 Copier, split with Engineering 4,120 Chemical Sprayer Tank 5.500 Computer 1,500 Tractor Tiller 2.500 land Use Maps 2,500 Riding Line Cutter 5,700 13,840 Athletic Field Poles 10,000 Building Inspections "New" Backflow Devices 4.000 Permit Technician 49.830 Banners & Benches for Downtown 15,000 Internet Based Permit Issuance 6.000 105.500 Demolition of structures 20,000 75,830 Total 4B Sales Tax Fund 105,500 Streets Pickup Truck split 411/712 11,670 Fleet Replacement Fund Street & Alley Maintenance 44.000 Passenger Van 20,000 55,670 CID Vehicle, 2 Patrol Vehicles 60,000 Parks Tractor, Dump Truck 80,000 Maintenance Workers (2) 88,680 Funding for JeV Vacuum Combo 17,000 Trailer attachment 50 Compact Pickup Truck 15,000 Add on, Athletic Infield machine -4B 450 Add on, Chemical Sprayer Tank -4B 450 Total Fleet Replacement Fund 192,000 Add on, Tractor Tiller-4B 150 Add on, Riding Line Cutter -4B 400 Total All Funds 1,739,490 Seasonal workers, Summer (3) 17,760 Anticipated Utlilties - Electric 10,000 Sod Cutter/ Welder 750 Special Services - flu shots 500 Backflow devices 5,900 125,090 .,., , THE WYLIE NEWS wvenng Wylie, lSacbse, Murphy and the SIIlTOUDdiDg area 110 N. Ballard P.O. Box 369 Wylie, Texas 75098 (972) 442-5515 Fax (972) 442-4318 STATE OF TEXAS COUNTY OF COLLIN Before me, the Chad Engbr:ock, published in Collin Texas, who being undersigned authority, on this day personally appeared of THE WYLIE NEWS, a newspaper regularly County, Texas and having general circulation in Collin County, by me duly sworn deposed and says that the foregoing attached (h,{ /JVO. ~ () D 3- r2 ( ,2003, and ..-- . 2003. ~Pub~r Subscribed and sworn to before me this the _~:V~day of ~-=---___,2003 to certify which witness my hand and seal of office. ADA L. MOONEY Notary Public State of Texas My comm. Exp. 01-02-07 ~~ Notary The Public State in and for Texas of My Commission expires 0 (- v;L - 0 7