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HomeMy WebLinkAbout08 - Finance and Administrationa� �'' w," Finance & Administration Administration Page 132 Accounting Page 130 Municipal Court Page 144 Purchasing & Properties Page 146 Facilities Maintenance (Includes Internal Service Fund) Page 134 Fleet Management (Includes Internal Service Fund) Page 138 Utility Office Page 148 FINANCE & ADMINISTRATION The Finance & Administration Division serves City departments and citizens through Accounting, Administration, Facilities Maintenance, Fleet Management, Municipal Court, Purchasing & Properties and the Utility Office. Beginning in 1998/99 the Customer Service/Meter Reader department is included with the Utility Office. The Division also manages the City's internal service funds for Facilities and Fleet. DIvISI01`T FINANCIAL SUMiIARY: Accounting Administration Facilities Maintenance Facilities Main. Contracts Vehicle Service Center Capital Replacements & Ins Municipal Court Purchasing & Properties Utility Office TOTAL Employees - Full Time Equivalents 1 Facilities Maint 2 Administration 4 Vehicle S,, 2 Municipal Court 5.5 Purchasing 31.5 Total Employees kccounting iffice FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 125 97/98 96/97 97/98 Projected 98/99 99/00 Actual Budget Actual Adopted Projected Base 211,800 268,976 268,965 262,295 262,295 230,071 246,599 246,433 287,487 284,487 42,165 48,642 48,642 48,021 48,021 341,502 392,000 392,000 351,313 440,113 317,843 352,433 352,433 363,094 373,191 1,256,147 1,025,226 962,968 715,280 378,416 105,952 122,872 122,272 129,129 129,129 243,714 286,415 286,415 288,763 288,763 522,632 557,609 543,830 583,362 520,096 3,271,826 3 300,772 3,223,958 3,028,744 2,724,511 Employees - Full Time Equivalents 1 Facilities Maint 2 Administration 4 Vehicle S,, 2 Municipal Court 5.5 Purchasing 31.5 Total Employees kccounting iffice FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 125 a � -1 -MRg7G0% MI. - 92D This page intentionally left blank. FINANCE & ADMINISTRATION 126 ANNUAL OPERATING PLAN ELEMENT 1998199 ENDS & MEANS Economic Development Policy End 1.0. Georgetown's economy is self-sustaining through diversified growth, abroad tax base with minimal impact from economic fluctuation, enhanced business opportunity and job creation. Focus End 1.7. The City provides financial and nonfinancial incentives to promote economic development. Means (98-03) Assist City Manager's Office and Georgetown Industrial Foundation with economic development activities by administering grants and providing financial and utility information. (Accounting, Administration, Utility Office) Facilities & Services Policy End 4.0. The City provides for the safety of its citizens and supports the responsive delivery of coordinated services by the City and other public agencies. Means (96-99) Perform security audits and modify City facilities to provide secure working areas for citizens and employees. (Facilities Maintenance) Means (96-99) Work with Police Services to assess, design and construct office space for the remodel of the Police Services building. (Purchasing & Properties) Means (98-00) Create an alternative fueling site for City vehicles in the northwest quadrant of Georgetown. (Vehicle Service Center) Means (98-00) Coordinate a city-wide facility review and implement a renovation, expansion and replacement process to include Public Library, Animal Shelter, Community Owned Utilities Compound and City Hall. (Purchasing & Properties) Focus End 4.2. The City has a high level of employee satisfaction and retention. Means (97-99) Participate on the Human Resource Software Selection Team with Employee & Organizational Services and Information Resources to automate the City's human resource functions as well as update and modify the City's payroll system. (Accounting, Employee & Organizational Services, Information Resources) Focus End 4.9. Georgetown's fire protection is adequate and equitable throughout the City. Means (97-00) Assist Fire Services with the design, bidding, and construction of Fire Station No. 4. (Purchasing & Properties) Finance Policy End 5.0. All municipal operations are conducted in an efficient business -like manner and sufficient financial resources for both current and future needs are provided. _. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 127 Means (96-00) Coordinate the design and implementation of a city-wide Ends achievement (performance) measurement system. (Administration) Means (96-00) Implement a project accounting system for tracking expenditures for capital improvements, grants and other special projects. (Accounting) Means (97-00) Design and implement five and ten year financial plans for the City. (Accounting, Administration) Means (97-99) Create a procedures manual to provide documentation for all court processes. (Municipal Court) Means (98-99) Prepare a request for proposal and award a contract for City depository services. (Accounting, Administration) Means (98-99) Diversify City investments by researching local government investment pools for alternatives to the City's current options. (Accounting, Administration) Means (98-00) Review and expand current capital maintenance and replacement plans to ensure all City assets and infrastructure are adequately funded. (Administration, Purchasing & Properties) Means (98-03) Provide administrative support for code enforcement by processing code violations through Municipal Court. (Municipal Court, Development Services, Fire Services) Governmental Affairs Policy End 6.0. A high level of cooperation and involvement exists among Georgetown's citizens and governmental organizations. Means (98-03) Pursue additional cooperative purchasing agreements with other local governmental entities. (Purchasing & Properties) Focus End 6.2. The City develops and coordinates service delivery policies with Williamson County, the Georgetown Independent School District and other organizations that provide services to Georgetown. Means (97-99) Review intergovernmental support of service delivery between the City and Williamson County. (Administration) Utilities/Energy Policy End 14.0. Georgetown's utility systems provide safe and reliable service which meets the needs of all citizens and promotes the economic health of the community. Focus End 14.1. Customers of the City's electric utility have a range of choices with respect to rates, service levels and power supply options. FINANCE & ADMINISTRATION 128 ANNUAL OPERATING PLAN ELEMENT 1998/99 Means (96-99) Assist Community Owned Utilities with the implementation of the automated meter reading and time of use tracking portions of the Customer Choice & Control (CCC) System. (Utility Office) Means (96-00) Work with Community Owned Utilities to develop and implement a utility marketing strategy and new rate structure that fully utilizes the CCC System. (Administration, Utility Office) Means (98-99) Implement a marketing program that provides the customer the option of rebating a percentage of their electric bill to a non-profit organization. (Utility Office) Means (98-99) Redesign the utility bill to establish a more customer friendly and informative format. (Utility Office) Means (98-00) Design and implement a customer information system to replace utility billing software to accommodate time of use rates and expand customer services and information. (Administration, Utility Office) Focus End 14.5. The City's utility policies and practices promote and encourage the protection and conservation of Georgetown's environment and natural resources. Means (96-00) Work with Community Owned Utilities to implement water conservation programs and services to reduce peak water demands, including implementing a conservation rate structure. (Administration, Utility Office) For an explanation of the Ends & Means, seepages one and two in the City Summary section. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 129 WHAT WE Do: The Accounting Department is responsible for keeping accurate financial records for the City and providing financial and related information to division directors, department heads, and council members when they make financial decisions for the City. The Department pays accounts payable promptly by issuing and mailing checks weekly, reviews the City's payroll and related reports, tracks investments and cash flow of all City funds, maintains the general ledger and monitors internal controls, prepares interim and annual financial and budget reports, tracks the City's capital improvements and grant projects, monitors bond proceed disbursements and pays the City's debt service. WHAT WE ACCOMPLISHED IN 1997/98: • Received GFOA's award for "Excellence in Financial Reporting" for the City's 1996 Comprehensive Annual Financial Report for the tenth consecutive year. • Assisted the Purchasing and Properties department with implementation of the City's credit card program for local purchases less than $800. • Coordinated the Texas Capital Fund economic development grants for: • Advanced Cable Services, L.P. • Advanced Metal Systems, Inc. • Alu-Cut International, Inc. • Hewlett Chevrolet, Oldsmobile, Buick, Inc. • Reedholm Instruments Co. • Schunk Quartz, Inc. • Texas Electric Cooperatives, Inc. • Xycarb Ceramics USA, Inc. • Implemented dial -in cash management software for monitoring and maintaining City's cash balances with local depository. 130 • Created an Accounting procedures manual for documenting daily, weekly, monthly, quarterly and annual procedures and provided cross -training for critical areas of responsibility. • Assisted Community Owned Utilities in tracking the financial costs of the City's capital improvement projects. WHAT WE PLAN TO ACCOMPLISH IN 1998/99 (SIGNIFICANT MEANS): • Continue coordination and close out of the Texas Capital Fund economic development grants for: • Alu-Cut International, Inc. • Hewlett Chevrolet, Oldsmobile, Buick, Inc. • Texas Electric Cooperatives, Inc. • Water Park • Presidio in the Rivery • Gantt Aviation • Prepare RFP and award contract for City depository services. • Research local government investment pools for alternatives to the City's current investment pool options. • Implement project accounting software for use by City departments to assist in tracking expenditures for capital improvements, grants and other special projects. • Revise the City's travel policy to further streamline the process and eliminate duplication associated with the City's credit card policy. • Participate on the Human Resource Software Selection Team to automate the City's human resource functions as well as update and modify the City's payroll system. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 4/1 5/1 5/1 # Employees 168,782 213,471 213,460 Personnel 43,018 52,965 52,965 Operations 0 2,540 2,540 Capital 211,800 268,976 268,965 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted 98/99 99/00 ACTUAL BUDGETED PROJECTED PROPOSED ACTIVITY INDICATORS FY 96/97 FY 97/98 FY 97/988 FY 98/99 1) Vendor checks issued 11,677 12,225 13,500 13,500 2) Invoices processed 42,780 45,000 46,000 46,000 3) Annual investment portfolio $17,525,141 $20,000,000 $22,000,000 $22,000,000 4) Number of grants 11 19 20 16 Annual grant expenditures $1,228,603 $2,300,000 $2,600,000 $3,900,000 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 4/1 5/1 5/1 # Employees 168,782 213,471 213,460 Personnel 43,018 52,965 52,965 Operations 0 2,540 2,540 Capital 211,800 268,976 268,965 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted 98/99 99/00 Adopted Projected Base (% Change *) (% Change **) 5/1 5/1 217,117 (1.7%) 217,117 (0.0%) 45,178 (-14.7%) 45,178 (0.0%) 0 (-100.0%) 0 (N/A) 262,295 (-2.5%) 262,295 (0.0%) FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 131 WHAT WE DO: The Administration Department provides support to City departments through leading and managing Accounting, Facilities Maintenance, Fleet Management, Municipal Court, Purchasing & Properties and Utility Office. This department plans and directs the City's financial activities: accounting; purchasing; tax collections; billings; financial reporting; and debt and investment management. The department directs the City's budget process, and the preparation and publication of the Annual Operating Plan Element (budget) of the Georgetown Century Plan; and presentations to bond rating agencies. The Director of Finance & Administration actively participates in the City's utility marketing and electric deregulation strategies. In addition, the Department coordinates and operates the Resource Management Annex for Emergency Management situations. 1, WHAT WE ACCOMPLISHED IN 1997/98: j n • Received GFOA Distinguished Budget �j Presentation Award for ninth consecutive year. 1� • Assisted in leadership development training for supervisors. • Coordinated refunding of all utility system 1 revenue that resulted in modernized, more flexible bond covenants and reduced the average annual debt service requirements by $322,000 or 13%. • Coordinated new general obligation and utility revenue debt issues for electric system improvements, Pecan Branch Wastewater Treatment Facility, police station remodeling, park facilities and stormwater drainage improvements. • Redesigned the Annual Operating Plan process by adding initial phase of city-wide strategic planning, shifting preparation process to reflect team values and focusing on Georgetown Century Plan areas. 132 • Conducted citizen focus groups, composed of City board and commission members, to prepare for 1998/99 Annual Operating Plan and citizen survey. • Designed Citizen Satisfaction Survey and coordinated an action plan based on results. (Part of the performance measurement system.) • Worked with City Manager's Office to produce quarterly citizen newsletter. WHAT WE PLAN TO ACCOMPLISH IN 1998/99 (SIGNIFICANT MEANS): • Prepare a consolidated City Fee & Rate Handbook that includes the origin of rates and administrative responsibilities. • Utilize feedback from Citizen Survey to focus and improve City services for citizens. • Expand City debt management policy. • Formalize City five-year financial forecast models and expand them to ten years. • Continue implementing performance measures and benchmarking for City, including conducting annual citizen survey. • Implement monthly City financial status summary report for use by City Manager's Office. • Review and expand current capital maintenance and replacement plans to ensure all City assets and infrastructure are adequately funded. • Review intergovernmental support of service delivery between the City and Williamson County. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 2/0 2/0 2/0 # Employees 107,526 109,025 108,859 Personnel 120,685 137,574 137,574 Operations 1,860 0 0 Capital 230,071 246,599 246,433 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted 98/99 ACTUAL BUDGETED PROJECTED PROPOSED ACTIVITY INDICATORS FY 96/97 FY 97/98 FY 97/98 FY 98/99 1) a) Number of bond issues outstanding* 12 14 9 10 b) Amount of debt outstanding $36,000,000 $39,480,000 $44,805,000 $47,880,000 2) Utility customers 11,715 12,860 13,533 14,615 3) Adopted annual budget $70,970,786 $74,892,670 $75,078,535 $73,271,213 * In 1997/98 Utility revenue debt was refunded and consolidated into one single debt issue. 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 2/0 2/0 2/0 # Employees 107,526 109,025 108,859 Personnel 120,685 137,574 137,574 Operations 1,860 0 0 Capital 230,071 246,599 246,433 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted 98/99 99/00 Adopted Projected Base (% Change *) (% Change **) 2/0 2/0 110,373 (1.4%) 110,373 (0.0%) 177,114 (28.7%) 174,114 (-1.7%) 0 (NIA) 0 (N/A) 287,487 (16.7%) 284,487 (-i.o%) FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 133 WHAT WE DO: The Facilities Maintenance Department provides janitorial service for approximately 117,000 square feet of City buildings (Municipal Building, City Offices, City Hall, Police Station, Public Library, Police Department Annex, Recreation Center, l Community Owned Utilities and the Development W Services facility) on a regular basis. During 1998/99 Ujanitorial services and landscape maintenance will continue to be contracted out. Light maintenance, painting, landscape maintenance, roofing and air r'1 conditioning repairs for City facilities are also provided for those buildings, plus the three Fire Stations, Community Center, Airport Terminal, Madella Hilliard Center, Katy Lake Training Facility n l and the Recreation Center. This department performs monthly inspections of each facility to identify existing or potential problems and corrects those situations. This department is managed by the Support Services Director and staffed by one full-time Facilities Maintenance Worker. WHAT WE ACCOMPLISHED IN 1997/98: • Replaced air conditioning/heating units at the Madella Hilliard Center, the Community Center, Community Owned Utilities and City Offices. • Performed exterior painting to the City Office Building, Fire Station No.2 and Katy Lake Training Facility. • Implemented an incentive -based janitorial contract to improve service and customer Usatisfaction. WHAT WE PLAN TO ACCOMPLISH IIT 1998/99: • Perform security audits of the Library and Municipal Building to ensure the safety of citizens and employees. • Perform energy audits on City Hall and the Police Department Annex to ensure energy efficiency. 134 • Perform facility improvements as approved in the Facility Maintenance Internal Service Fund including: • Replace air conditioning units at Fire Station No.1 and the Community Center • Remodel the Police Annex Building to accommodate a training room and break area. • Develop and implement a new work order management process which will more closely monitor time spent on repairs for each facility. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 1/0 1/0 1/0 # Employees 32,040 36,435 36,435 Personnel 10,125 12,207 12,207 Operations 42,165 48,642 48,642 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 98/99 99/00 ACTUAL BUDGETED PROJECTED PROPOSED ACTIVITY INDICATORS FY 96/97 FY 97/98 FY 97/988 FY 98/99 1) Work orders processed 285 330 330 358 2) Facilities maintained 14 16 16 17 3) Square footage of facilities maintained 96,500 117,500 117,500 126,500 4) Service contracts managed 6 6 6 6 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 1/0 1/0 1/0 # Employees 32,040 36,435 36,435 Personnel 10,125 12,207 12,207 Operations 42,165 48,642 48,642 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 98/99 99/00 Adopted Projected Base (% Change *) (% Change **) 1/0 1/0 35,280 (-3.2'/0) 35,280 (o.o%) 12,741 (4.4%) 12,741 (0.0%) 48,021 (-1.3%) 48,021 (o o%) 135 INTERNAL SERVICE FUND FACILITIES MAINTENANCE CONTRACTS Major building maintenance expenses as well as janitorial services, copier replacement and landscape maintenance are included in this department. Each maintenance service is assigned an annual lease value, which the leasing department pays into the Internal Service Fund. The annual lease value is determined by the projected replacement cost divided into the years of useful life for each item. These lease payments enable the Internal Service Fund to replace or repair items on a pre -planned schedule. Thus, the City maintains comfortable, safe and aesthetically appealing City facilities. Major projects for 1998/99 include: • Replacement of the air conditioning units at Fire Station No. l and the Community Center; and • Copier replacement for the Recreation Center, Fire Station No. 1, the Airport and Development Services. 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 98/99 99/00 96/97 97/98 Projected Adopted Projected Base Actual Budget Actual (% Change *) (% Change **) 132,250 43,840 43,840 Bldgs. Structs. Grds 75,182 (71.5%) 71,082 168,928 195,481 195,481 Lease and Contracts 188,831 (-3.4%) 188,831 (0.0%) 20,054 74,179 74,179 Bldg. Improvements 36,200 (-51.2%) 133,700 (269.30/.) 2,680 5,000 5,000 Special Svs & Legal 15,000 (200.0%) 5,000 (-66.7%) 1,225 7,500 7,500 Contingency (Non -R) 7,500 (0.0%) 7,500 (o.o%) 16,365 66,000 66,000 Furniture & Fixtures 28,600 (-56.7%) 34,000 (18.9%) 341,502 392,000 392,000 * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted 136 351,313 (40.4%) 440,113 (25.3%) FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 Facilities Maintenance Internal Service Fund. 98/99 99/00 00/01 01/02 02/03 By Function Copier Replacement 26,600 34,000 25,500 25,500 25,500 Copier Maint. 18,101 18,101 18,101 18,101 18,101 Painting 0 3,700 1,500 1,500 11,500 Roof Replacement 0 100,000 0 0 0 HVAC Replacement 36,200 0 0 0 14,000 Pest Extermination 1,856 1,856 1,856 1,856 1,856 Flooring Replacement 0 30,000 33,000 10,300 6,700 Landscape Maintenance 33,500 33,500 33,500 33,500 33,500 Janitorial Svcs. 127,839 127,839 127,839 127,839 127,839 Maintenance Services 47,705 47,705 47,705 47,705 47,705 HVAC Maintenance 23,377 23,377 23,377 23,377 23,377 Elevator Maintenance 2,735 2,735 2,735 2,735 2,735 Emergency Gen. Maint. 4,800 4,800 4,800 4,800 4,800 Contingency 7,500 7,500 7,500 7,500 7,500 Special Services 5,000 5,000 5,000 5,000 5,000 Programs & Projects: 2,200 2,200 2,200 2,200 2,200 Facilities Planning 10,000 0 0 0 0 Repl. walk-in freezer at Com. Center 2,000 0 0 0 0 Sand/seal wood floors at Rec Center 4,100 0 0 0 0 Total Costs by Function 351,313 440,113 332,413 309,713 330,113 By Facilities Airport Terminal 2,661 361 361 361 361 City Hall 11,462 11,462 19,962 11,462 25,462 City Office Building 24,029 24,029 24,029 32,529 32,529 Community Center 30,875 30,875 5,875 5,875 5,875 COU Compound 19,340 23,340 23,840 20,840 27,840 Fire Services 37,371 27,371 18,871 18,871 18,871 Katy Lake Training Facility 8,570 10,270 8,570 8,570 8,570 Library 31,731 135,231 31,731 31,731 39,731 Madellia Hilliard 4,296 4,296 4,296 4,296 10,496 Municipal Building 32,266 42,766 70,766 40,766 32,266 Police Dept Annex 6,352 6,352 6,352 14,852 10,352 Park & Ride Facility 3,000 3,000 3,000 3,000 3,000 Police Station 27,292 33,292 35,792 27,292 35,792 Recreation Center 45,820 37,320 37,320 47,620 37,320 Development Services 27,948 27,948 19,448 19,448 19,448 Industrial Building 2,200 2,200 2,200 2,200 2,200 Roadway Medians 7,500 7,500 7,500 7,500 7,500 Contingency 7,500 7,500 7,500 7,500 7,500 Special Services 5,000 5,000 5,000 5,000 5,000 Programs & Projects 16,100 0 0 0 0 Total Costs by Facilities 351,313 440,113 332,413 309,713 330,113 J FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 137 VI The department also manages the Fleet Internal Service Fund, writes specifications for new vehicle and Uequipment purchases, and performs new product 0 t� research. The department reports to the Support ,jW Services Director. WHAT WE ACCOMPLISHED IN 1997/98: • Participated in Leadership development training. • Increased ASE certifications, one mechanic became ASE Master in Automobile, another became ASE certified in Automobile Electrical/Electronic systems and Suspension & Steering, also in Medium/Heavy Truck Diesel engines and Electrical/Electronic systems. FINANCE & ADMINISTRATION 138 ANNUAL OPERATING PLAN ELEMENT 1998/99 WHAT WE DO: • Coordinated the replacement of the 800 MHZ radio system for COU. The Vehicle Service Center mission is to provide our customers with a safe and efficient fleet in a • Installed equipment in 13 new vehicles. professional and friendly environment. The team has a agreement that each member will maintain a positive attitude, be flexible, dependable and trustworthy. To WHAT WE PLAN TO ACCOMPLISH IN 1998/99 c I be accountable for their action and hold each other (SIGNIFICANT MEANS): f'1 accountable. Demonstrate leadership in ways which contribute to the team's success. • Replace and/or equip 20 new vehicles. -lW T The department portion of Fleet Management performs • Participate in leadership development training. routine maintenance and mechanical repairs on all City n;, \ equipment and vehicles. The department, with the • Evaluate an alternative fueling site in the W assistance of computerized records showing northwest part of Georgetown. r maintenance history, performs a scheduled inspection of all City vehicles to ensure safe and efficient operation of vehicles and to prevent and minimize future repairs needs. All vehicles needing repairs are �) brought to the Vehicle Service Center for inspection + U and either repaired in-house or referred to outside shops for specialized service. The supervisor serves as the division's representative to the City safety committee. The department also has two ASE certified Master Automobile technician, one ASE certified Master rn Medium/Heavy Truck technician, one mechanic is ASE certified in Automobile Brakes, and one V 1 mechanic is ASE certified in Medium/Heavy Truck Brakes. VI The department also manages the Fleet Internal Service Fund, writes specifications for new vehicle and Uequipment purchases, and performs new product 0 t� research. The department reports to the Support ,jW Services Director. WHAT WE ACCOMPLISHED IN 1997/98: • Participated in Leadership development training. • Increased ASE certifications, one mechanic became ASE Master in Automobile, another became ASE certified in Automobile Electrical/Electronic systems and Suspension & Steering, also in Medium/Heavy Truck Diesel engines and Electrical/Electronic systems. FINANCE & ADMINISTRATION 138 ANNUAL OPERATING PLAN ELEMENT 1998/99 ACTIVITY INDICATORS 1) Number of City -owned vehicles & equipment 2) Mechanic to vehicle ratio 3) Number of work orders per year 4) Quantity of fuel used per year a) Unleaded gasoline b) Diesel fuel ACTUAL BUDGETED PROJECTED PROPOSED FY 96/97 FY 97/98 FY 97/98 FY 98/99 231 233 244 249 1-77 1-79 1-81 1-83 2,057 3,468 3,240 3,640 107,926 gal. 112,414 gal. 113,722 gal. 119,408 gal. 28,670 gal. 31,022 gal. 30,160 gal. 32,850 gal. 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 4/0 4/0 4/0 # Employees 133,599 146,561 146,561 Personnel 169,993 205,872 205,872 Operations 14,251 0 0 Capital 317,843 352,433 352,433 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 98/99 99/00 Adopted Projected Base (% Change *) (% Change **) 4/0 4/0 154,023 (5.1%) 154,023 (0.0°x°) 209,071 (1.6%) 219,168 (4.8%) 0 (N/A) 0 (N/A) 363,094 (3.0%) 373,191 (2.8%) 139 CAPITAL REPLACEMENT & INSURANCE The purchases of vehicle replacements, vehicle specific equipment and 800 MHZ communication equipment for all City departments are accounted for in this department. All major equipment and vehicles used in providing services to citizens of Georgetown, are purchased from the Fleet Management Fund. Each vehicle, piece of equipment and all 800 MHZ radio system equipment are assigned an annual lease value which the leasing department pays into the Internal Service Fund. The lease payments made by the departments enable the Internal Service Fund to schedule equipment and vehicle replacements. In 1997/98 the fleet consisted of 244 vehicles with an average age of 6 years. WHAT WE ACCOMPLISHED IN 1997/98: FINANCE & ADMINISTRATION 140 ANNUAL OPERATING PLAN ELEMENT 1998/99 VEHICLES / EQUIPMENT PURCHASED/RETAINED FOR 1997/98 DEPARTMENT Inspection Services .Hi _ .. TYP . nUANTTTY 1998 1/2 Ton Pickup 1 replacement Fleet Maintenance 1998 1/2 Ton Pickup 1 replacement Electric Department 1998 Crane Truck I additional Parks & Recreation 1998 1/2 Ton Pickup 1 replacement Parks & Recreation 1998 5 Gang Reel Mower 1 additional Parks & Recreation 1998 10' Bat Wing Mower 1 additional Parks & Recreation 1985 1/2 Ton Pickup 1 retained Police Department 1998 4 Door Sedan 3 replacement Police Department 19914 Door Sedan 1 retained Police Department 1990 4 Door Sedan I retained Police Department 1989 4 Door Sedan I retained Pump Maintenance 1998 3/4 Ton Pickup I replacement Street Department 1998 Dump Truck 1 replacement Street Department 1997 Roller 1 replacement Street Department 1998 Loader 1 replacement Street Department 1998 Dump Bed 1 additional Street Department 1998 Mosquito Sprayer 1 additional Street Department 4' Backhoe Bucket 1 additional Street Department 1998 Street Sweeper I additional Wastewater 1998 Backhoe 1 replacement Wastewater 1998 Utility Bed 1 replacement Wastewater 1998 Crane 1 additional Water Distribution 1998 Fork Lift 1 replacement Water Distribution 1998 Arrow Board & Trailer 1 additional Fire Operation 1997 Pumper Truck I additional Total 27 FINANCE & ADMINISTRATION 140 ANNUAL OPERATING PLAN ELEMENT 1998/99 WHAT WE PLAIN TO ACCOMPLISH IN 1998/99: DEPARTMENT Electrical Department Electrical Department COU System Engineer Pump Maintenance Water Distribution Water Distribution Wastewater Street Department Street Department Fleet Maintenance Parks & Recreation Parks & Recreation Police Department Police Department Police Department VEHICLES / EQUIPMENT REQUESTED FOR PURCHASE/RETAINAGE 1998/99 VEHICLE TYPE 1999 3/4 Ton Pickup 1999 Digger Truck 1999 S-10 Pickup 1999 3/4 Ton Pickup 1999 3/4 Ton Pickup 1999 Air Compressor 1999 3/4 Ton Pickup 1999 Landscape Tractor & Box 1999 Rotary Broom 1999 3/4 Ton Pickup 1999 1/2 Ton Pickup 1999 Mower 1999 4 Door Sedan 1992 4 Door Sedan 19914 Door Sedan QUANTITY 1 additional 1 replacement 1 additional 1 replacement 1 replacement 1 replacement 1 replacement 1 additional 1 replacement 1 replacement 3 replacement 2 replacement 4 replacement 2 retained 1 retained Total 22 FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 141 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 98/99 99/00 Adopted Projected Base (% Change *) (% Change **) 55,012 55,561 57,968 Insurance 55,561 (-4.20/.) 55,561 (0.0%) 4,930 10,000 10,000 Insurance Ded 10,000 (0.0%) 10,000 (0.0%) 50,226 46,000 46,000 Contracts & Leases 57,630 (25.3%) 57,630 (0.0%) 0 5,600 5,600 Special Project 0 (-100.0%) 0 (N/A) 1,145,979 908,065 843,400 Capital Outlay 592,089 (-29.8%) 255,225 (-56.9%) 1,256,147 1,025,226 962,968 715,280 (-25.7%) 378,416 (47.1%) * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION 142 ANNUAL OPERATING PLAN ELEMENT 1998/99 Fleet Management Internal Service Fund. 98199 99100 00101 01102 02103 Caaital Replacement Community Owned Utilities 24,460 45,125 36,910 46,900 105,695 Replacement Cost 286,000 35,250 215,950 267,600 204,302 Number of Units 6 2 5 13 6 Parks, Library & Recreation Community Services 62,929 51,850 4,200 22,300 36,850 Replacement Cost 0 0 25,000 7,620 40,750 Number of Units 0 0 1 1 2 Development Services Replacement Cost 0 0 0 0 21,000 Number of Units 0 0 0 0 1 Finance & Administration Replacement Cost 32,000 17,500 0 0 16,500 Number of Units 1 1 0 0 1 Fire Services Replacement Cost 0 17,500 17,500 0 18,500 Number of Units 0 1 1_ 0 1 Management Services 24,460 45,125 36,910 46,900 105,695 Replacement Cost 0 0 32,000 0 0 Number of Units 0 0 2 0 0 Parks, Library & Recreation Replacement Cost 62,929 51,850 4,200 22,300 36,850 Number of Units 5 4 _ 1 3 3 Police Services Replacement Cost 88,000 88,000 132,000 172,000 110,000 Number of Units 4 4 6 8 5 Equipment (City-wide) 24,460 45,125 36,910 46,900 105,695 Total Replacement Costs 493,389 255,225 463,560 516,420 553,597 Number of Units Replaced 16 12 16 25 19 Programs & Projects: Community Owned Utilities Landscape Tractor - Streets 40,000 3/4 Ton Truck w/utility bed - Electric 30,300 Truck for CIP Coordinator (new position) 14,500 Number of Units 3 Communication Equipment Base radio - Fire Services 6,000 Hand held radios - Fire Services 6,600 Radio for CIP Coordinator (new position) 1,300 Program & Project Costs 98,700 Number of New Units 3 Total Fleet ISF Capital Costs 592,089 255,225 463,560 516,420 553,597 Total Replacements/Purchases 19 12 16 25 19 FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 143 FINANCE & ADMINISTRATION 144 ANNUAL OPERATING PLAN ELEMENT 1998/99 WHAT WE DO: • Implemented an ordinance to collect a security fee on convictions in order to fund the services of a The Municipal Court handles the judicial processing of bailiff/security officer and pay for security Class C misdemeanors that originate from traffic equipment for the courtroom. citations, citizen complaints, code violations, and misdemeanor arrests. In addition to the judicial • Participated in the city's leadership development processing, the Court prepares dockets, schedules process. trials, processes juries, records and collects fine payments, and issues warrants for Violation of Promise to Appear and Failure to Appear. WHAT WE PLAN TO ACCOMPLISH IN 1998/99: The Municipal Judge holds monthly arraignment • Provide administrative support for code enforcement dockets and trials. A Court Clerk and a Deputy Court by processing code violations through the Municipal Clerk perform administrative and clerical activities. Court. The department reports to the Senior Accountant. 0 • Create a procedures manual to provide - The Court is directed by the Court Team, which was documentation for all court processes. empowered by the City Manager to make decisions within established guidelines. This cross divisional • Participate in the Texas Municipal Court Clerks team is made up of individuals who either impact or Certification program. are affected by Municipal Court. Team members include the Municipal Court Judge, City Prosecutor, Court Clerk, Deputy Court Clerk, Lieutenant of Patrol Services, Police Information Management Director, Police Records Team Leader and Senior Accountant. The Team's accomplishments include: improving the warrant process; U • managing the caseload through arraignment dockets; enhancing the flow of communication between Police and Court; and • converting the Court caseload management system. WHAT WE ACCOMPLISHED IN 1997/98: • Contracted with the Texas Department of Public Safety to assist with warrant collections through denial of drivers license renewals. • Developed an automated tracking system for.teen court participants to assist with the administration of the teen court program. FINANCE & ADMINISTRATION 144 ANNUAL OPERATING PLAN ELEMENT 1998/99 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: ACTUAL BUDGETED PROJECTED PROPOSED ACTIVITY INDICATORS FY 96/97 FY 97/98 FY 97/98 FY 98/99 1) Number of cases filed 4,174 3,750 5,235 6,500 2) Number of courtesy letters 5,287 6,000 5,448 5,900 3) Number of warrants issued 987 1,200 1,050 1,175 4) Municipal Court fine revenue: 63,978 Personnel 63,977 (-o.o%) 63,977 (o.o%) 49,736 Retained by City $155,368 $135,000 $210,000 $240,000 Remitted to State $80,022 $80,500 $98,000 $123,000 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 105,952 122,872 122,272 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 129,129 (5.6%) 129,129 (o.o°i°) M,M 97/98 98/99 99/00 96/97 97/98 Projected Adopted Projected Base Actual Budget Actual (% Change *) (% Change **) 2/0 2/0 2/0 # Employees 2/0 2/0 56,216 64,024 63,978 Personnel 63,977 (-o.o%) 63,977 (o.o%) 49,736 58,848 58,294 Operations 65,152 (11.8%) 65,152 (o.o%) 105,952 122,872 122,272 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 129,129 (5.6%) 129,129 (o.o°i°) M,M 1� w t� WHAT WE DO: The Purchasing & Properties Department procures all supplies, equipment, and services for all departments within the City organization. Procurement activities include establishing annual contract and blanket purchase orders to reduce cost; preparing bid specification and tabulations; conducting bid proceedings; expediting materials; and preparing recommendations to the City Council for purchases over $15,000. The department regularly meets with using departments to review purchasing procedures and solicit ideas for improved efficiency. This department also manages facility construction or remodeling and coordinates the purchases and installations for the 800 MHZ radio communications system. The Support Services Director serves as a member of the County -wide 800 MHZ radio system communications cooperative which overees the operations of the 800 MHZ radio system. Purchasing also oversees all communication systems currently in use by the City including pagers, telephones and cellular telephones. Purchasing & Properties oversees the operation of the City's central receiving/distribution warehouse. The warehouse stocks and delivers various janitorial, office, automotive, and utility supplies. Fixed asset inventory co%trol is another function of the Department. Inventory control involves identifying and tagging all items to be added to the inventory and also involves the disposal of surplus or salvage property. This department reports to the Support Services Director. WHAT WE ACCOMPLISHED IN 1997/98: • Worked with Fire Services to complete the construction and start up of the Sun City Fire Station. • Participated as a member of the county -wide 800 MHZ radio system communications cooperative whose duties included establishing participation fees and division of maintenance costs. • Implemented City credit card program for local purchases less than $800. • Coordinated and worked with Community Owned Utilities in the development of a master site plan for their compound. • Worked as the project manager for the design and initial construction phase of the Police Department remodeling. • Completed the renovation of the Police Department chimney to ensure that it is structurally sound. • Coordinated the bidding of the Texas Capital Fund Grant projects which included: Advanced Cable Services, Schunk/Xycarb, Alu-Cut International, and Cooperative Way. WHAT WE PLAN TO ACCOMPLISH INT1998/99: • Work with Fire Services on the design and construction of Fire Station No.4 • Expand cooperative purchasing agreements with Williamson County, the City of Round Rock and Georgetown Independent School District, for items such as office supplies and cellular phones. • Complete the renovation of the Police Services building. • Participate as a member of the county -wide 800 MHZ radio system communications cooperative to plan for an upgrade of the system to accommodate growth. • Review and expand current capital maintenance and replacement plans to ensure all City assets and infrastructure are adequately funded. • Coordinate a city-wide facility review and implement a renovation, expansion and replacement process to include Public Library, Animal Shelter, Community Owned Utilities Compound and City Hall. FINANCE & ADMINISTRATION 146 ANNUAL OPERATING PLAN ELEMENT 1998/99 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 5/0 5/0.5 5/0.5 # Employees 163,905 188,114 188,114 Personnel 79,809 94,801 94,801 Operations 0 3,500 3,500 Capital 243,714 286,415 286,415 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 98/99 ACTUAL BUDGETED PROJECTED PROPOSED ACTIVITY INDICATORS FY 96/97 FY 97/98 FY 97/98 FY 98/99 1) Purchase orders entered 9,472 10,000 10,514 10,500 2) Inventory items disbursed 73,336 80,000 80,669 85,000 3) Inventory items received 14,582 15,000 15,311 16,000 4) Formal bids processed 53 60 61 69 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: 97/98 96/97 97/98 Projected Actual Budget Actual 5/0 5/0.5 5/0.5 # Employees 163,905 188,114 188,114 Personnel 79,809 94,801 94,801 Operations 0 3,500 3,500 Capital 243,714 286,415 286,415 Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 98/99 99/00 Adopted Projected Base (% Change *) (% Change **) 5/0.5 5/0.5 191,514 (1.8%) 191,514 (0.0%) 97,249 (2.6%) 97,249 (0.0%) 0 (-100.0%) 0 (N/A) 288,763 (0.80/.) 288,763 (0.0%) 147 WHAT WE DO: • Added service option for customers that are gone The primary goal of the Utility Office is to maintain for three consecutive months or more to have and increase the City's total number of satisfied utility their garbage service suspended during their customers. The Utility Office Team, consisting of absences. both office and field personnel, accomplishes this by providing innovative, friendly services and accurate • Implemented a $0.50/month increase in the information. stormwater drainage fee to fund needed capital improvements. The Utility Office maintains centralized cash collection services for the City, as well as handling • Worked with Development Services and for utility service connects, disconnects, and Information Resources to design and implement Urequests transfers; bad debt and non-payment issues; and an electronic method of relaying permit and J customer assistance with conservation and utility inspection information between Development programs, payment options and arrangements, and Services, the Utility Office, and eventually, billing questions. Community Owned Utilities. • Updated Utility Office procedures and -, WHAT WE ACCOMPLISHED IN 1997/98: documented them in notebook form for easy reference. • Assisted Community Owned Utilities in implementing the Automated Meter Reading • Completed a staff cross -training program to Program, managing the replacement of over insure workload coverage in the event of staff 3,000 water meter registers. absences or turn -over. • Added a new payment option that allows customers to have their utility bill drafted to a WHAT WE PLAN TO ACCOMPLISH IN 1998/99: credit card. • Work with Community Owned Utilities to revise • Worked with Community Owned Utilities to water and electric rates that reflect the new design a utility marketing strategy. marketing strategy and utilize the Customer Choice & Control (CCC) system. • Conducted a promotional campaign for the automatic bank draft program, which increased • Continue to assist Community Owned Utilities in draft participation by 44% in three months. completing the implementation of the automated meter reading portion of the Customer Choice & 1 1 • Discovered and replaced malfunctioning water Control (CCC) system. and electric meters, saving the City lost revenues. • Implement a marketing program that provides the • Implemented the Ambassador Program, in which customer the option of rebating a percentage of the meter readers hand deliver Newcomer Packets their electric bill to a non-profit organization. to new utility customers when connecting their utilities. • Work with Community Owned Utilities and Information Resources to design and acquire a • Composed a Utility Office mission statement and new utility customer information system. team contract to clearly define the department's goals and objectives. • Redesign the utility bill to establish a more customer friendly and informative format. • Provided a toll free number for the Utility Office to compliment the existing phone-in programs. FINANCE & ADMINISTRATION 148 ANNUAL OPERATING PLAN ELEMENT 1998/99 V 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: ACTUAL BUDGETED PROJECTED PROPOSED ACTIVITY INDICATORS FY 96/97 FY 97/98 FY 97/98 FY 98/99 1) Number of work orders processed 14,903 15,688 14,326 15,472 2) Number of payments processed 146,880 155,160 156,688 169,223 3) Ambassador Program packets delivered N/A N/A 480 1,560 4) Customer assists handled in the field 286 325 364 400 1998/99 ADOPTED BUDGET AND 1999/00 PROJECTED BUDGET: Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted SIGNIFICANT CHANGES: Effective October 1, 1998, the Customer Service department of Community Owned Utilities, consisting of the four members of the Meter Reading staff, will be transferred to the Utility Office. This change is in anticipation of the Spring 1999 completion and implementation of the automated meter reading portion of the Customer Choice and Control (CCC) system. Until then, this staff will continue to provide meter reading services for the City. Once the automated system is in place and functional (no later than 1999/00), two of the current meter reading positions will be transferred to Community Owned Utilities. The remaining positions will continue to perform new service and non- payment connects and disconnects, handle customer complaints, and manually read a limited number of water meters at construction locations that are not yet connected to the automated system. The prior year costs for the Customer Service department have been restated and included with the Utility Office for comparison purposes. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 149 97/98 98/99 99/00 96/97 97/98 Projected Adopted Projected Base Actual Budget Actual (% Change *) (% Change **) 11/0 11/0 I1/0 #Employees 11/0 9/0 292,552 319,013 306,234 Personnel 331,349 (8.2%) 279,683 (-15.6%) 188,604 198,596 197,596 Operations 211,713 (7.1%) 200,413 (-5.3%) 3,601 0 0 Capital 300 (N/A) 0 (-100.0%) 484,757 517,609 503,830 Subtotal - Department 543,362 (7.8%) 480,096 (-11.6%) 37,875 40,000 40,000 Bad Debt 40,000 (0.0%) 40,000 (0.0%) 522,632 557,609 543,830 583,362 (7.3%) 520,096 (40.8%) Employees: full time / part time FTE's * Percent change of 98/99 Adopted from 97/98 Projected Actual ** Percent change of 99/00 Projected Base from 98/99 Adopted SIGNIFICANT CHANGES: Effective October 1, 1998, the Customer Service department of Community Owned Utilities, consisting of the four members of the Meter Reading staff, will be transferred to the Utility Office. This change is in anticipation of the Spring 1999 completion and implementation of the automated meter reading portion of the Customer Choice and Control (CCC) system. Until then, this staff will continue to provide meter reading services for the City. Once the automated system is in place and functional (no later than 1999/00), two of the current meter reading positions will be transferred to Community Owned Utilities. The remaining positions will continue to perform new service and non- payment connects and disconnects, handle customer complaints, and manually read a limited number of water meters at construction locations that are not yet connected to the automated system. The prior year costs for the Customer Service department have been restated and included with the Utility Office for comparison purposes. FINANCE & ADMINISTRATION ANNUAL OPERATING PLAN ELEMENT 1998/99 149 This page intentionally left blank. FINANCE & ADMINISTRATION 150 ANNUAL OPERATING PLAN ELEMENT 1998/99