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2023-2024 Adopted Annual Budget CITY OF WICHITA FALLS, TX ._ _. Adopted , , ,,., • of 7/0/ OPE RAT I NG ,,,, _iiit/ .... BUDGET ,.... Illibbh,_ r, .,:::: ''' A1 IN I I 'i"f °','4-' 'tJ!.: ‘ -,',- ''4-- - ,, 1:1, L. iii 1 4 r 1 +,Z,7,,.t, a 1 .4_.. 'i 1 1 1 '., ,if ,,. r _ - Fiscal Year 2023-2024 --...,.....,_ 5,. ... ,.. . .., ... ... , , .. . ......... -•• — ' .... — . -. . — .., , ..........,„...,...... ..- - . ..... It', illigg.1811.1861111r4.11111111.111.". , - --- ..e rii r '0.--' i--•0 _ ___„,,„,51 '....-,...,..- , MCP 4i44 °F;11 TEXAS -/. ,,,,,, , 1- ,-, - ,.. ,V415A1.05.4eiden/Opportemtlies: ..., 1 . ... --- c, . . - • - •( [ ., " , , 111- Contact 940-761-7462 www.wichitafallstx.gov ilke4451 6 T E X A S NeteiS,Fie,.C/e/den Oppertearkt;es City of Wichita Falls 2023-2024 Annual Budget This budget will raise more revenue from property taxes than last year's budget by an amount of $3,009,327, which is a 6.67% 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 $491,902. City Council Record Vote The members of the governing body of the City of Wichita Falls, TX, voted on the adoption of the budget on September 5, 2023 as follows: For Against Stephen Santellana, Mayor X Bobby Whiteley, Mayor Pro-Tem, Councilor At-Large X Michael Smith, Councilor District 1 X Larry Nelson, Councilor District 2 X Jeff Browning, Councilor District 3 X Tim Brewer, Councilor District 4 X Steve Jackson, Councilor District 5 X Tax Rate Adopted 2023-2024 Adopted 2022-2023 Property Tax Rate $0.680000 $0.694321 No-New-Revenue Tax Rate $0.639708 $0.675652 No-New-Revenue M&O Rate $0.614954 $0.651126 Voter Approved Tax Rate $0.685010 $0.719697 Debt Rate $0.030147 $0.032742 Total Tax Supported Debt for 2023-2024 is $2,153,600. GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award City of Wichita Falls Texas For the Fiscal Year Beginning October 01, 2022 p. 2,16.w,w Executive Director Government Finance Officers Association of the United States and Canada (GFOA) presented a Distinguished Budget Presentation Award to City of Wichita Falls, Texas, for its Adopted Operating Budget for the fiscal year beginning October 01, 2022. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as a financial plan, as an operations guide, and as a communications device. This award is valid for a period of one year only. We are preparing our current budget to comply with program requirements, and we plan to submit it to GFOA to determine its eligibility for another award. ELECTED OFFICIALS & CITY MANAGER / Stephen Santellana Mayor AlIlk Bobby Whiteley Michael Smith Larry Nelson At Large, Mayor Pro-Tern District 1 District 2 (44'4\ r w Ill '\�"' Jeff Browning Tim Brewer Steve Jackson District 3 District 4 District 5 rill) / Darron Leiker City Manager CITY STAFF Office of the City Manager Darron Leiker I City Manager Paul Menzies I Assistant City Manager Blake Jurecek I Assistant City Manager Directors Christi Klyn Amy Fagan Director of Human Resources Director of Health Susan White Manuel Borrego Interim Director of Finance Police Chief John Burrus Marie Balthrop Director of Aviation, Traffic &Transportation City Clerk Donald Hughes Russell Schreiber Fire Chief Director of Public Works & Utilities Kinley Hegglund Terry Floyd City Attorney Director of Development Services Lindsay Lewis Director of Communications, Marketing, and MPEC t� 'gyp; MSC V ri/K• • S Enhance our quality of life through responsive service delivery, sound financial management, and partnerships spanning the public,private and business sectors. /7 ' t2SktIWW141 i Wichita Falls is a vibrant, growing, family-oriented community of unlimited opportunity and civic pride. The municipal employees and elected officials practice these values: cellence - We will provide an outstanding work product. tegrity - We adhere to high moral principles, and are mindful of the public's trust in our work. ccountability - We will accept responsibility for our actions and 47 decisions. sparency - We will be visible, accessible, and open, in our communication with the public. novation— We will strive to improve service delivery by evaluating and introducing new methods, ideas and programs. \---ri 144 a TEXAS Igre.5vos 4a/awgrarturotros FY 2024 ADOPTED BUDGET TABLE OF CONTENTS BUDGET MESSAGE + CITY MANAGER'S BUDGET MESSAGE 1 BUDGET SUMMARY&OVERVIEW + COMMUNITY PROFILE 25 + ALL FUND BUDGET SUMMARY 32 + REVENUE AND EXPENDITURE DISCUSSION 34 + BUDGET AND FINANCIAL FORECASTING 37 + DEPARTMENTS BY FUND.. 41 + STRATEGIC PLAN 42 POLICY STATEMENTS + BUDGET COMPLIANCE 47 + FINANCIAL/ACCOUNTING POLICIES 51 + FUND DEFINITION AND STRUCTURE 59 + INVESTMENT POLICY 64 GENERAL FUND + GENERAL FUND OVERVIEW 77 + GENERAL FUND EXPENDITURES BY DEPARTMENT 85 + GENERAL FUND PERSONNEL 93 + GENERAL FUND DEPARTMENT OVERVIEWS AND EXPENDITURE DETAIL 102 WATER AND SEWER FUND + WATER AND SEWER FUND OVERVIEW 223 + WATER AND SEWER PERSONNEL 228 + WATER AND SEWER DEPARTMENT OVERVIEWS AND EXPENDITURE DETAIL 231 SANITATION FUND + SANITATION FUND OVERVIEW 264 + SANITATION PERSONNEL 267 + SANITATION DEPARTMENT OVERVIEWS AND EXPENDITURE DETAIL 268 SPECIAL REVENUE FUNDS + SPECIAL REVENUE OVERVIEW 272 + SPECIAL REVENUE PERSONNEL 281 DEBT SERVICE FUND + GENERAL DEBT SERVICE FUND OVERVIEW 286 OTHER GOVERNMENTAL FUNDS + HOTEL/MOTEL TAX FUND OVERVIEW 296 + HOTEL/MOTEL VENUE TAX FUND OVERVIEW 301 + HOTEL/MOTEL FUND DEPARTMENT OVERVIEWS AND EXPENDITURE DETAIL 302 + DUPLICATING SERVICES FUND 310 FY 2024 ADOPTED BUDGET TABLE OF CONTENTS OTHER PROPRIETARY FUNDS + REGIONAL AIRPORT FUND 312 + KICKAPOO AIRPORT FUND 314 + FLEET MAINTENANCE FUND 316 + INFORMATION TECHNOLOGY FUND 319 + TRANSIT FUND 322 + STORMWATER DRAINAGE FUND 325 + GOLF COURSE FUND 328 + WATER PARK FUND 329 + OTHER PROPRIETARY FUND DEPARTMENT OVERVIEWS AND EXPENDITURE DETAIL 331 CAPITAL IMPROVEMENT PLAN + CAPITAL IMPROVEMENT PLAN SUMMARY 365 GLOSSARY + BUDGET TERMINOLOGY 382 + ACRONYMS 389 APPENDIX + TAX RATE CALCULATION WORKSHEET 391 Met TEXAS 4/44 rOf Budget Message TEXAS41 ....".....-- MC. 4 ibt 5,16' CITY OF WICHITA FALLS INTER-OFFICE MEMORANDUM TO: Honorable Mayor and Members of the City Council FROM: Darron J. Leiker, City Manager DATE: October 1, 2023 SUBJECT: Adopted Fiscal Year 2024 Annual Operating Budget It is my pleasure to present to you the Adopted Annual Operating Budget for the fiscal year 2023-24 (FY 2024)which covers the period beginning October 1, 2023 and ending September 30, 2024. The adopted budget was prepared with a focus on the following goals from the City's adopted Strategic Plan: • Accelerate Economic Growth • Provide Quality Infrastructure • Redevelop Downtown • Efficiently Deliver City Services(includes improving employee recruitment and retention) • Actively Engage and Inform the Public The adopted Balanced Budget for FY 2024 lowers the City's property tax rate as the local economy has and continues to experience increased property value appreciation as well as increased revenue from interest earnings. The adopted Budget: • Maintains current service levels despite continued higher than average inflation • Reduces the property tax rate by 2.1%,from .6943 to.6800 • Commits$30M+to infrastructure replacement and capital improvements projects(CIP) • Increases employee pay by up to 6.5%for civil service,and up to 6%for non-civil service • Enhances Stability Pay for non-civil service employees • Increases the City's contribution to the Firefighter's Pension Fund to maintain parity with TMRS • Includes the previously approved 5%increase in retail water rates for FY 2024 • Includes a 6%increase for residential curbside/commercial garbage collection, and 13%for alley customers • Sets aside$10M in excess General Fund Reserves to a Capital Fund for future use BUDGET PREPARATION PROCESS The process for developing the preliminary budget that is presented to the City Council by the City Manager began in late March. At that time,all of the City departments and divisions sent representatives to a budget kick-off meeting to discuss the budget process. Staff was presented information on the revenue status of the organization and any unusual or large changes in expected expenditure requirements. The overall economic condition of the area, the city, and the organization was discussed 1 and each department received necessary materials and information to formulate respective department budgets. For the next several weeks, the various departmental budgets were formulated separately. Every department head was encouraged to prepare a funding request that is necessary to finance normal operations and to give consideration to areas that would address strategic goals of the City. Additionally, each division was required to submit their major accomplishments, goals, and performance measures for their operations. After compilation of the departmental budget requests,the budget staff and I met with department heads to discuss the budget requests in detail and began developing priorities. These budget hearings with the department heads identified major revenue and expenditure issues that would ultimately require City Council consideration. At the conclusion of these departmental hearings, the budget and management staff conducted additional meetings with department directors to analyze each budget request on a line-item basis. It is important to note, that during these detailed work sessions, a total of$5.4 million in budget cuts were made to the departmental requests. Once these adjustments were made, the overall revenue and expenditure picture of all the operating funds of the City organization started getting clearer. At this point in the process, a workshop was conducted with the City Council on June 20th to discuss major revenue and expenditure trends and significant issues that surfaced during the early stages of the budget process. At this workshop, City Council was presented with operating revenue and expenditure issues that were expected to surface as the major budgetary considerations for the next fiscal year. The Council was made aware that revenues in the General Fund from the property tax and interest rates were showing improvement based on the estimated property tax roll submitted by the Wichita County Appraisal District, and recent upward, but slowing, trends in sales tax receipts. Additionally,the Council was provided information regarding ongoing inflationary pressures;yet despite higher-than-normal cost increases, staff was expecting to provide the same level of services in FY 2024. In addition to this annual operating budget, which identifies the budgetary requirements to operate the City organization for one fiscal year, staff prepares a Capital Improvement Plan (CIP) that focuses on the capital budgeting needs over a multi-year basis. In developing a CIP, department heads are asked to include requests for capital improvement projects that may be required over the next five years. In the CIP that has been prepared by the staff, capital improvements are defined as tangible equipment items, one-time projects or large maintenance projects exceeding $25,000. The objective of that process is to develop a planning tool that identifies large tangible projects that may be needed in the next five years and to identify potential funding sources to finance those projects. It should be noted that many of the projects listed in the later years of the CIP may require long term debt financing to actually generate the funds necessary to accomplish those projects. Such debt financing, if approved, could have consequences on the property tax rate and/or other service charges to repay that debt. Therefore, although these projects are included in the five-year CIP,they will require future financial decisions of the City Council before they can be accomplished. The 2024- 2028 CIP is a separate document from the Annual Operating Budget. The document was adopted by the City Council in September 2023. It is also important to note,that when the City Council adopts the Five-Year CIP, only the projects outlined in FY 2024(i.e. "year one") have committed funding sources and the projects listed in the later years of the document are identified for planning purposes only. In this budget message, I have attempted to highlight the major revenue and expenditure issues for City Council review and consideration. The City Council budget workshop and public hearings that were conducted provided the Council with detailed information on the budget. After this information was reviewed,the City Council adopted a balanced budget on September 5, 2023. 2 Budget Process Diagram Budget ilck-Off:March City Manager Budget Hearings:May Pre-Budget Workshop with City Council:June City Council Proposed Budget Workshop.August Public Hearings:September Budget Adoption:September TOTAL REVENUE BUDGET OVERVIEW Total revenues(consolidated revenues)for the adopted FY 2024 budget, including fund balance transfers in, are projected at$232,952,356, which is a decrease of$864,606, or-0.37%from the FY 2023 adopted budget. This reduction is primarily due to the transfer in of$19.3M in fund balance for use in one-time projects in FY 2023 ("Other Financing Sources") compared to $6.3M in FY 2024, which includes a $4M transfer in for Lake Ringgold permitting. Total operating revenues for FY 2024, not including fund balance transfers in, are projected to be $218,642,143, which is a 6.67% increase from FY 2023. The principal reasons for this change will be discussed in detail in the following sections; however, as indicated in the table below, drivers include growth in the property tax base, increasing interest earnings, increased building permit volume, the 5% increase in retail water/sewer charges effective October 1, as well as increased sanitation revenues from recent increases in commercial and landfill volumes as well as a rate increase to all sanitation customers. 2022-23 2023-24 Operating Revenue 2021-22 Percent Adopted Adopted All Funds Actual Budget Budget Change g g Property Taxes $ 43,165,659 $ 45,112,664 $ 48,354,569 7.19% Sales Tax 31,102,272 30,680,000 31,725,000 3.41% Franchise Fees 5,684,241 5,465,100 5,527,634 1.14% Payments in Lieu of Taxes 1,439,374 1,550,000 1,438,446 -7.20% Other Taxes 3,813,711 3,631,427 3,861,500 6.34% Service Charges 89,070,802 90,742,569 97,026,937 6.93% Licenses & Permits 2,296,894 1,701,991 2,049,700 20.43% Fines & Forfeitures 2,375,884 2,516,357 2,940,400 16.85% Intergovernmental Rev. 13,091,644 12,285,508 12,378,000 0.75% Contributions 2,352,418 2,126,644 1,981,356 -6.83% Interest Income 855,397 2,504,947 5,433,200 116.90% Misc. Revenues 7,911,570 6,656,021 5,930,401 -10.90% Operating Revenues $203,159,866 $ 204,973,228 $ 218,647,143 6.67`Yo Transfer In 13,360,233 9,534,859 7,942,567 -16.70% Other Financing Sources 2,002,298 19,308,875 6,362,646 -67.05% Consolidated Revenues $218,522,397 $ 233,816,962 $ 232,952,356 -0.37% 3 The chart below shows the breakdown of the City's revenue sources by category. It is important to note that approximately 44.4%of all City revenue is derived through service charges such as water sales,sewer charges, refuse (sanitation) collection charges, storm water fees, and internal service charges. Also, 41.5%is derived from taxes and franchises such as property, sales, and hotel/motel taxes, and payments from ONCOR Electric,ATMOS Gas, Spectrum, and various telecommunication providers. FY 2023-24 Operating Revenues by Source Contributions Interest Income Intergovernmental 0.91% ~4 2.49% Misc. Reverues Rev. 5.67% 2.70`% Property Taxes Fines& Forfeitures ';, 22.03% 1.35% Licenses& Permits --- 0.94% Sales Tax 14.53% • Franchise Fees Service Charges ---, 2.53% 44.42% I Payments in Lieu of Taxes 0.66% Other Taxes 1.77% TOTAL EXPENDITURE BUDGET OVERVIEW The City's total expenditure budget for FY 2024 is $232,952,356, which is a decrease of $864,606, or - 0.37% from the FY 2023 adopted budget. The table below compares total expenditures by category of the FY 2024 adopted budget compared to the FY 2023 adopted budget. As stated previously, this reduction is primarily shown in Capital Improvements due to the transfer in of$19.3M in fund balance for use in one-time projects in FY 2023. 2022-23 2023-24 2021-22 Actual Percent Expenditures All Funds Adopted Adopted Expenditures Budget Budget Change g g Personnel Services $ 90,770,593 $ 97,981,335 $ 104,741,916 6.90% Supplies 12,403,097 16,303,433 15,838,944 -2.85% Maintenance & Repair 8,418,369 9,550,830 10,378,043 8.66% Utilities/Other Services 22,813,304 25,824,625 28,573,613 10.64% Insurance &Contract Supp. 3,249,143 3,478,367 3,381,856 -2.77% Debt Expenditures 18,037,329 19,467,705 20,030,328 2.89% Other Expenditures 11,679,896 13,574,669 14,507,717 6.87% Non Capital Improvements 142,358 160,541 414,634 158.27% Capital Improvements 18,129,297 38,711,168 30,041,703 -22.40% Transfers Out 6,405,767 8,764,290 5,043,602 -42.45% Total Expenditures $ 192,049,153 $ 233,816,962 $ 232,952,356 -0.37% 4 The following pie chart shows the same expenditures by major category, but as a percentage of the total budget. Personnel expenses make up the largest category of municipal spending at 45.01%. Services, such as utilities, professional services, and central garage charges make up the next largest spending category at 12.28%. Debt service payments on the City's outstanding bonds make up 8.60% of all spending. FY 2023-24 Expenditure by Classification Capital Non Capital Impirovements, Transfers Out 2.17% Improvements_ 12.91% 0.18% Other Exlpendituces 6.13% Personnel Services 45.01% Debt ExpendituresJ`` 8.60% Insurance& Contract Supp. 1.45% Utilities/Other Services 12.28% Supplies 6.81% Maintenance& Repair 4.46% Some important points: • Personnel Services: The largest dollar increase is reflected in Personnel and is due primarily to a 4% across the board COLA increase for all employees, STEP/merit pay of up to 2.5%/2.0%, increased contributions to the Firefighter Pension Fund and TMRS, increases in stability pay for non-civil service employees, and 14.5 new full-time equivalent (FTE) positions across the organization. • Supplies: The overall costs for supplies is down 2.85%, mainly due the reduced price of fuel compared to FY 2023. • Maintenance and Repair: The overall costs are up 8.66%, mainly due to the $650,000 cost to overhaul a compactor at the landfill. • Utilities: The overall utilities expenditures have increased 10.64%due to increases in electricity and natural gas prices. • Insurance and Contract Support: Costs have decreased 2.77% due to lower worker's compensation costs in the General Fund and Fleet. • Debt Expenditures: Annual payment on the City's debt is up 2.89% due to the addition of the lease payment for the new fire trucks. • Capital Improvements: Funding for capital improvements has decreased 22.40% mainly due to the reduction from the$19M in one-time expenditures from fund balance in the current year FY 2023 budget. Adopted Capital Improvements across all funds are listed below: 5 Capital Improvements Across All Funds ($) Category Amount Street Rehab and Improvement 5,290,500 Lake Ringgold - Federal Permitting 5,000,000 Water and Sewer line Replacements 3,000,000 Water System Infrastructure 2,488,800 Vehicles(Fleet) 2,453,923 Sanitation Trucks 2,078,823 Stormwater System Improvements 2,000,000 Information Technology 1,715,154 Facility Improvements 1,401,195 Buses (Public Transportation) 1,110,000 Castaway Cove - New Attraction 1,100,000 All Other 2,403,308 30,041,703 The chart below shows the breakdown of the total budget by the City's various operating funds. As indicated in the chart, spending in the General Fund, Water/Sewer Fund, and Sanitation Fund make up 76.22%of all City expenditures. Total Expenditures by Fund $232.7M Water Park,1.13% Print Shop,0.05% Information Tech, 2.29% Golf Course,0.41% Fleet,6.24% Stormwater,1.70% General,44.36% Water/Sewer,24.06 Sanitation,7.80% Transit,2.06% Airports,1.36% Grants,3.79% Debt Service,2.45% Venue Tax,0.26% Events Center,2.04% This budget also includes "Above-Current" Requests. As mentioned each year, I request that Directors enter any new requests into the 'Above Current Projection'. This allows me to clearly see new requests and make determinations based upon need.Of the$6.9 million in requests received,this budget includes approximately$1.5 million, which addresses needs in various City Departments including 14.5 new FTE across the organization: 6 Approved "Above-Current" Requests($) Department Item Cost FTE Resource Recovery Lead Plant Operators(6) $ 261,576 6.0 Resource Recovery Compactor (Phase 2 of Head-Works 100,000 Project) Resource Recovery Senior Mechanic 61,352 1.0 Parks Maintenance Circle Trail Crew and Equipment 244,574 3.0 Planning Neighborhood Revitalization 111,710 1.0 Coordinator,Vehicle,and Software Water Distribution Underground Utility Locator and 102,718 1.0 Equipment Parks Maintenance Loader for Tree Harvesting and 100,000 Replacement Municipal Court Additional Deputy Marshall Position 84,206 1.0 MPEC Operations Staff 60,971 1.0 Airport Airport Part-Time Admin Clerk 14,529 0.5 All other items 352,416 $1,494,052 14.5 Personnel Services: The organization's most valuable asset is our employees, Fiscal Year Step COLA Program Increase and the City's goal for employee pay and benefit programs 2010-11 No 2.00% is to remain near the market average when compared to our 2011-12 Yes 1.00% peer cities, adjusted for the differences in cost of living 201243 Yes No between these cities. We do not want these programs to 2013-14 Yes No fall behind the market average, which would negatively 2014-15 Yes 4.00% affect our ever-challenging competitive position in the 2015-16 workforce, nor do we want to get ahead of these cities, P°I `e Yes 9. 96 Fre Yes 7.00% which would result in unnecessary spending. Included in this Non-civil Service Yes 1.50% budget is an up to 6.5%pay increase for civil service employees 2016 17 Yes 1.5096 and up to 6% pay increase for all non-civil services employees. 2017-1s Yes No These pay increases are made up of an across the board 4% 2018-19 Yes 3.00% cost of living adjustment (COLA), as well as a 2.5% STEP 2019-20 increase for those eligible civil service employees and an up to Polilce;/Fire Yes 5.00% Non-civil Service Yes 2.00% 2% merit increase for eligible non-civil service employees. The 2020-21 No No up to 2% merit increase for non-civil service employees is tied 2021-22 Yes 2.0095 directly to the City's new"pay for performance"system which 2022-23 No 5.0D% is being used for the first time this year. The cost to all funds 2023-24 Yes 4.00% for these pay adjustments is anticipated to be$5,050,897.The $2.5%STEP for c v I,2%mertfor non-crvi;sub_ectto chart to the right shows the pay plan adjustments for the last el-g b-I-ty 15 years. The budget also includes funding to continue the longevity and stability pay for our employees. Longevity pay is paid to civil service police and firefighter positions for each year of service up to a maximum of $3,200 per year after 15 years of service. Civil service employees receive this pay in their paychecks throughout the year. Stability pay is currently paid to our non-civil service employees in the amount of $138 per year after one year of service to a maximum of$1,210 after five years of service. This budget includes enhancements to stability pay for our non-civil service employees to a maximum of$2,500 after 5 years. This will help with retaining experienced employees. Stability pay is distributed to employees in December of each year. The cost to fund the enhanced stability pay for non-civil service employees is anticipated to be $560,000. THE GENERAL FUND Services provided in the General Fund include: • Police Department • Fire Department • Municipal Court • Building Maintenance • Streets, Engineering, and Traffic • Parks, Recreation, and Library • Planning, Building Inspections, and Property Management • Animal Services, Nursing, Environmental Health • Administrative Support GENERAL FUND REVENUES General Fund Revenues for FY 2024, including transfers-in, total $103,205,832, which is a decrease of 0.14%compared to FY 2023. Operating revenues total$97,825,616,which is a 6.85%increase compared to FY 2023. Some of the primary changes in revenues resulting in this increase are outlined in the table below. 2022-23 2023-24 2021-22 Percent General Fund Revenue Actual Adopted Adopted Change Budget Budget Revenues Property Tax $ 41,25.5,844 $ 42,946,569 $ 46,204,569 7.59% Sales Tax 31,099,772 30,680,000 31,725,0001 3.41% Franchise Fees 5,684,241 5,465,127 5,527,E34 1.14% Payments in Lieu of Taxes 1,439,374 1,550,000 1,438,446 -7.20% Other Tax Revenue 971,074 831,400 956,500 15.05% Service Charges 2,981,437 2,968,044 3,236,758 9.05% Licenses &Permits 2,296,894 1,701,991 2,049,700 20.43% Fines &Forfeitures 2,375,884 2,516,357 2,940,400 16.85% Contributions 239,454 213,419 232,,500 8.94% Interest Income 545,501 1,654,947 2,772,258 67.51% Misc. Revenues 2,192,681 1,024,8.59 974,429 -4.92% Operating Revenues $ 91,082,156 $ 91,552,713 $ 98,058,194 7.11% Transfer In 3,845,430 3,108,889 5,380,216 73.06% Other Financing Sources - 8,690,000 - -100.00% Total Revenues $ 94,927,586 $ 103,351,602 $ 103,438,410 0.08% 8 General Fund Operating Revenue by Source FY 2023-24 Payments in Lieu of Franchise Fees 5.55% Taxes 1.47% Other Tax Revenue l / 0.98% Sales Tax 32.43% Service Charges Licenses&Permits 2.10% o 3.31/ Fines&Forfeitures 3.01% • Contributions 0 24% Interest Income 2.83% Misc.Bever ues0.99°% Property Tax 46.99% Property Tax Base: The Property Tax is the largest source of revenue in the General Fund and is relied upon heavily to provide general City services. The property tax base, certified by the Wichita County Appraisal District, is estimated at$7.22 billion,an increase of$623 million, or+9.45%from the prior year. As indicated in the bar graph below, the property tax base over the last two years has grown at a rate of 13.5% in 2022-23, and 9.57% for 2023-24. Over the last four years, the average annual growth rate in taxable property value has been 8.1%. Property Tax Values (in Billions) $7.220 $6.596 $5.276 $5,456 $5.3:8 2019-20 2020-21 2021-22 2022-23 2023-24 Property Tax Rate: The property tax rate is composed of two parts: the maintenance and operations portion (M&O) and the interest and sinking (I&S) portion. In FY 2020, the tax rate increased 4.58% to increase civil service pay plans and to move all non-civil service employees to the same TMRS retirement plan contributions. The rate did not change in FY 2020-21, decreased slightly in FY 2021-22,and decreased 0.067("6.7 cents") or 8.75%in FY 2022-23.This FY 2024 Budget reduces the City's property tax rate by 2.06%from 0.694321 to 0.6800. With this rate decrease property tax revenue to the General Fund is anticipated to grow by $3,241,905, or 7.19%, and is based entirely on the growth in the tax base mentioned above. As discussed in the pre-budget workshop on June 20th, while this property tax rate is somewhat higher compared to our benchmark cities, our tax base ranks at or near the bottom, generally resulting in less per capita revenue to provide basic governmental services. 9 Property Tax Rate Average Annual Fiscal Year M&O I&5 Total Rate $Change % Change %Change 2019-20 0.721571 0.041752 0.763323 0.033 4.53% 2020-21 0.722736 0.040587 0.763323 0.000 0.00% 2021-22 0.726565 0.034363 0.760928 -0.002 -0.31% 2022-23 0.661579 0.032742 0.694321 -0.067 -8.75% 2023-24 0.649853 0.030147 0.680000 -0.014 -2.06% -2.29% Sales Tax Receipts: Sales Tax is the second largest revenue source of the City's General Fund, and is also relied upon heavily to finance the City's general operations. The City's General Fund receives 1.50%of retail sales. The bar graph below illustrates historical trends in sales tax receipts. As can be seen in the graph, the growth in this revenue source from fiscal year 2019-20 to 2021-22 was above average. However, through May 2023, receipts in the current FY 2022-23 fiscal year are running 2.1% above the prior year. Revenue projections for FY 2023-24 are based on the current fiscal year estimate along with a small increase. As a result, sales tax revenues for the adopted FY 2023-24 budget are projected to be $31,725,000, which is$1,045,000, or 3.41%above the prior year budget. Sales Tax Revenue $31,102,272 $30,680,000 $31,411,000 $31,725,000 $28,362,467 $25,205,998 2019-20 2020-21 2021-22 2022-23 Est. 2022-23 2023-24 Actual Actual Actual Budget Budget Franchise Fees: The City receives payments from ONCOR Electric, ATMOS Gas, Spectrum Cable, and various telecommunication providers for the use of the City's right-of-ways for their distribution lines. Generally, the City calculates a three-year average of payments from ONCOR and ATMOS,as well as uses the current year estimates for Spectrum.The amount from telecommunication providers is based on the most recent number of access lines in our right-of-ways. When applying these forecasting methods, the adopted budget includes$5,527,634 from these franchises,which is an increase of$ 62,507,or 1.14% higher than the previous year. 10 Payments-In-Lieu of Taxes (PILOT): The City receives payments-in-lieu of property taxes from a few industries that are located outside the city limits as part of non-annexation agreements. These agreements guarantee that the City will provide fire protection services and won't annex the industry into the city limits, in exchange for a payment to the City that is based on a percentage of what they would have paid in property taxes had they been located inside the city limits. For the FY 2024 fiscal year, this revenue source is projected at$1,438,446, which is a slight decrease from the prior year. Not included in these projections is (1) the potential payment from a PILOT by Panda Biotech if their operations in the former Delphi Building begin later this year or early next, and (2) increased revenue from updated PILOT agreements with the existing companies that the City Council will consider approving later this year. Other Tax Revenue: This category includes revenue from the County Vehicle Tax, Mixed Beverage Tax, and penalties and interest. For FY 2024, revenue is estimated at $956,500, or a 15.05% increase from the previous year, mainly due to anticipated increases in revenue from the mixed beverage tax. Service Charges: All non-General Fund operations receive administrative support from the General Fund. Each year,the cost of these support services is allocated to user departments through an administrative overhead charge. Revenue from this charge is anticipated to be $3,236,758, or a 9.05% increase from the previous year. This includes administrative overhead ($1.9M), services provided to SAFB housing ($440,000), and Health Department (Grant) Services ($503,000). Licenses and Permits: The various licenses and permits issued by the City are anticipated to generate approximately 20.43% more in revenue in FY 2024 than the previous year. This is primarily due to increased volumes of Building Permits issued current year-to-date, and anticipated to continue into next year. As we discussed in the pre-budget workshop on June 20th, the City Council may want to consider an annual plan to raise user fees across the Board based on, for instance, CPI or MCI. Fines and Forfeitures: It is anticipated that the average municipal court fine amount and the number of tickets issued at the Municipal Court will increase revenue by$424,043 in FY 2024. Miscellaneous Revenues: The City receives interest earnings from reserves that are invested with local government investment pools and fixed income securities. The adopted budget for this category is $3,746,687, which is $1,066,881 higher than the current year, and anticipates Federal Reserve rates at 4.25% by the end of FY 2024. Transfers In: This represents transfers in from the Water/Sewer Fund, Sanitation Fund, the Fleet Fund, as well as a transfer$2M from remaining street bonds for a total of$5,380,216. Other Financing Sources: This category represents transfers in from fund balance, for which there is none included for FY 2024. In FY 2023, $8,690,000 in excess General Fund balance was transferred in and appropriated for several "one-time projects" including the MPEC Exhibit Hall Remodel ($2.59M), additional street improvements ($2.00M), PD MRAP Vehicle ($340k), Golf Course Pavilion and Range Lighting($311k),PD Video Infrastructure($800k), Parks and Recreation Equipment Replacement($525k), and the Public Safety Needs Assessment ($200k). 11 GENERAL FUND EXPENDITURES Expenditures for FY 2024 totals$103,438,410,which is an increase of 0.08%compared to FY 2023. Some of the major highlights of the General Fund Expenditure Budget are illustrated in the table and chart below and described in more detail over the next several sections. 2022-23 2023-24 2021-22 Adopted Adopted Percent Actual General Fund Budget Budget Change Expenditures Personnel Services $63,506,778 $ 68,882,329 $ 73,868,274 7.24% Supplies 1,811,670 2,297,215 2,669,721 16.22% Maintenance& Repair 1,995,669 1,682,587 1,829,630 8.74% Utilities/Other Services 7,912,463 10,137551 10,439,762 2.98% Insurance&Contract Su pp. 1,848,306 1,953,026 1,898,688 -2.78% Debt Expenditures 308,090 315,884 323,913 2.54% Other Expenditures 3,918,079 4,719,200 4,955,474 5.01% Non Capital Improvements 136,405 154,541 163,000 5.47% Capital Improvements 2,794,330 8,326,673 6,317,223 -24.13% Transfers Out 2,117,302 4,882597 972,726 -80.08% Total Expenditures $86,349,092 $ 103,351,602 $ 103,438,410 0.08% General Fund Expenditures by Classification FY 2024 Maintenance& Supplies 2.59% Repair 1.77% Insurance& +' Utilities/Other Services Contract Supp. / 1t 10.12% 1.64% Debt Expenditures 0.31% rr Other Expenditures 4.58% Non Cap • Cafovements 0.16% Perso77el.Er:ces 1 • Improvements 7=.5? • e 6.12% • Transfers Out 0.94% Personnel Expenses: As indicated in the charts above, the major expense in the General Fund is the cost of the personnel necessary to provide services to the community. The FY 2024 General Fund budget dedicates $73,868,274, or 71.57% of total spending on personnel related expenses. Personnel expenses in the General Fund represent an increase of $4,985,945, or 7.24% above the FY 2023 adopted budget. The increases are primarily driven by the previously mentioned COLA and Step/Merit pay increases ($3,714,384) and increased contributions to the employee retirement systems. The increase is also reflective of the addition of five(5) new full-time equivalent(FTE) positions to the fund as outlined below: • Municipal Court (1.0 FTE)— New Deputy City Marshal Position ($84,206) 12 • Parks Maintenance (3.0 FTE)-Additional Circle Trail Maint. Crew and Equipment ($244,574) • Planning (1.0 FTE)- New Neighborhood Revitalization Coordinator&Vehicle ($111,710) • Police (-0.5 FTE), City Clerk (+0.5 FTE) - Reduction of a part-time PD Records Clerk with responsibilities transferred to a currently part-time administrative position being enhanced to full-time in City Clerk's office (budget neutral). General Fund Staffing Comparison FY2022-23 FY 2023-24 Department Type Police 295.50 295.00 Fire 164.00 164.00 Parks and(Recreation 107.69 110.69 Public Works 72.47 72.47 Health 47.30 47.30 Building Maintenance 29.60 29.60 Community Development 23.84 24.50 Traffic Engineering 16.10 16.10 Municipal Court 14.03 15.03 Admin and Other 48.99 49.49 Total General Fund Staffing 819.52 824.18 Supplies: The Supply Accounts in the General Fund total $2,669,721 which is an increase of 16.22%from the prior year. Expenses from this category include Fire and Police Clothing,as well as gloves and boots for cancer protection. Inflationary costs of lumber, steel, and chemicals are a major driver of the year over year increase. Maintenance&Repair: The adopted budget for this category is$1,829,630 which is$147,043 or 8.74% higher than last year due to additional needed maintenance for the City parks and bridges, including the rebuilding of a pagoda in Lucy Park that burned down, as well as a general 5% increase in costs compared to the previous year. This category includes also $60,000 to replace the A/C at the Training Center computer room, and $11,000 for security improvements at the Health Department. Utilities/Other Services: This category has increased by$302,211 or 2.98%from the prior year. The primary driver is the$258,000 increase in electricity charges from FY 2023 to a budgeted amount of$852,500 in FY 2024. This category also includes Central Garage Charges to user departments for fueling and maintaining our rolling stock and equipment fleet which is budgeted at just over$6.3M for FY 2024. Insurance and Contracts: Expenses have decreased by $54,338 or 2.78% due to the decreased cost of worker's compensation claims, which is budgeted at $840,000 for FY 2024. The City's commitment to the Wichita Appraisal District budget is $492,000. There is also $25,000 budgeted to review and update the City Council's Strategic Plan, which was last completed in 2021. Debt Expenditures: Included in this category is the final payment of$190,000 related to a 5-year lease for the Traffic Signal Communication System and the payment towards the 15-Year LED Street Light Program. 13 Other Expenditures: The FY 2024 budget of$4,955,474 is an increase of 5.02% compared to FY 2023. Support to the IT Fund is about$3,450,000 or 70%of the total in the category. Non-Cap Expenditures: The FY 2024 budget of $163,000 is 5.47% higher flat compared to FY 2023, and is used for park landscaping and improvements. Capital Improvements: $6,317,223 in capital improvements funded by the General Fund is included in FY 2024, which is a $2M decrease,or-24.13%,from the previous year. The FY 2023 budget included a transfer of one-time excess fund balance dollars for the PD MRAP vehicle purchase, PD video infrastructure, and parks maintenance equipment. The list of projects for FY 2024 is below: General Fund Amount Street Rehab and Improvement $ 4,490,500 Traffic, Street Light, and Signage 753,564 Library Roof Replacement 500,COO 911,Dispatch Workstation Replacements 330,1)00 All Other Items 243,159 Total General Fund 6,317,223 Transfers Out: These funds support other funds through subsidy when needed and also include amounts for one-time expenditures from surplus reserves from the General Fund. In FY 2023, excess General Fund balance was transferred out to fund one-time expenditures in other funds. Since excess funds from Fund Balance are not being used in FY 2024, the transfers out are not needed, resulting in a decrease of $3,909,871, or 80.08%. $500,000 of the amount is for the MPEC,$100,000 is for taser replacement,$134,128 is support for Emergency Management,and the remaining$238,598 is a placeholder for potential subsidies needed for the golf course or airport funds. GENERAL FUND RESERVE APPROPRIATIONS The City maintains reserves in the General Fund to be used for major emergencies such as a widespread tornado, large legal liabilities, or important one-time expenditures. The Government Finance Officers Association recommends maintaining a fund balance in the General Fund between 15 to 25% of the annual operational cost of the fund. The City's fund balance policy established a goal of maintaining 20% of expenditures in General Fund Reserves, which, based on the proposed $103,205,832 General Fund budget, equals $20,641,116. This budget estimates an end of FY 2024 fund balance of$20,925,000, or 20.3%. This budget sets aside $10M in excess fund balance to a new governmental capital fund for future use. The chart below shows the 5-year history of unreserved fund balance in the General Fund. 14 General Fund Unreserved Ending Fund Balance 540,000,000 S33,000,000 $30,000,000 $25,000,000 520 000 000 5'5 CO]000 5:0.000,000 $5,000,000 2019-20 2020-21 2021-22 Est.2022-2S Est.2023-24 Policy(2096) THE WATER/SEWER SYSTEM FUND During the drought, water production dropped to a historic low of 4.4 billion gallons in 2014-15, causing reductions in revenue and fund balance. Water rate increases, implemented in September of 2014, allowed the City to issue bonds to create the City's Direct Potable Reuse program, which gained national attention. This program allowed the City to continue to provide water during the drought and has also allowed the City to replenish Water&Sewer Fund reserves and to pay the bonds issued for the project. Since the end of the previous drought, the Water& Sewer Fund has improved dramatically. After maintaining the same water rates since 2014, the current year FY 2023 budget included 5% increase in the retail rates, with the City Council also approving another 5% increase effective in FY 2024. This adopted FY 2024 budget includes that 5% retail rate increase, as well as an increase of approximately 8% in wholesale water rates. The rate increases will address the impact of inflation and will maintain market competitive salaries.The City's water and sewer infrastructure is aging and in need of continued replacement and repair to protect and maintain the system. WATER/SEWER FUND REVENUES Revenues for the Water/Sewer System Fund are budgeted at $55,985,726, which is an increase of $5,485,643, or 10.86%from the prior year adopted budget. Water sales and sewer treatment fees make up almost 91% of the total revenue, and the increase in FY 2024 compared to FY 2023 are tied directly to the previously described rate increase. The $4,000,000 in "Other Financing Sources" is a transfer-in from excess fund balance to assist the permitting for Lake Ringgold. 2022-23 2023-24 2021-22 Adopted Adopted Percent Actual Water&Sewer Budget Budget Change Revenues Water Sales $ 37,345,707 $ 36,562,977 $ 38,394,400 5.01% Sewer Sales 10,668,033 11,603,315 12,414,100 6.99% Other Financing Sources 1,400,000 4,000,000 100.00% All Other Revenue 5,409,219 933,791 1,177,226 26.07% Total Revenues $ 53,422,959 $ 50,500,083 $ 55,985,726 10.86% 15 The adopted budget includes an increase of the total bill for water and wastewater from an average of $61.39 to$64.45 for a residential customer using 5,000 gallons in a month.The following chart illustrates a comparison of Wichita Falls' water rates with similar cities in Texas as of June 1, 2023. The chart includes the 5% increase in FY 2024 for Wichita Falls, but does not include anticipated increases in other cities. Avd.tewater Wastewater Total Bill City Water Use 1+l'dter E3dSE. 1Jse E3dse Matert§5eweEONO McKinney $21.75 $17.65 $31.75 $22.75 $93.90 San Angelo $24.22 $30.69 $7.50 $29.72 $92.13 Mesquite $28.68 $15.52 $28.08 $17.87 $91.15 Waco $14.64 $77.21 $29.15 577.57 $88.57 Allen $16.52 $16.96 $14.88 $33.59 $81.95 Grand Prairie $24.35 $18.96 $25.10 $15.42 $81.83 Richardson $34.55 $3.00 $24.60 $8.00 $75.15 Tyler $16.02 $$1s.80 $14.42 $19.10 $65.34 Beaumont S21.00 S15.52 $13,88 $9.94 $65.34 Wichita Fails $24.82 $19.75 $11.58 $3.30 11 Midland $18.33 $.21.61 $2.64 $21.79 $64.37 Denton $18.15 $15.84 $19.00 $11.00 $63.99 Abilene $17.75 $17.30 $12.50 $15.00 $62.55 Odessa $17.55 $21.01 $9.42 $13.73 $61.71 League City $18.83 $7.94 $17.17 $15.02 $58.96 Lewisville $10.53 $77.16 $12.66 $10.08 $55.43 Sugar Land $5.79 $15.13 $16.65 $16.07 $53.64 College Station $13.75 $12.40 $4.26 $21.29 $51,70 Killeen $10.14 $13.54 $7.60 $19.26 $50.54 Pasadena $10.86 $12.96 $10.83 $12.96 $47,61 McAllen $8.25 $12.45 $3.50 $12.50 $41.70 Edinburg $4.98 $10.78 $3.84 $10.07 $29.67 AVERAGE $17.34 $16.51 $15.05 $16.64 $655.53 WATER/SEWER FUND EXPENDITURES The FY 2024 expenditure budget for the Water/Sewer System Fund is $55,985,726 which is an increase of$5,485,726, or+10.86%from the prior year adopted budget. It should be noted that the budget plans for the use of$4,000,000 of fund balance for Lake Ringgold. 2022-23 2023-24 2021-22 Adopted Adopted Percent Actual Water&Sewer Budget Budget Change Expenditures Personnel Services $ 11,335,328 $ 12,552,046 $ 13,356,207 6.41% Supplies 3,226,016 4,913,498 4,758,212 -3.16% Maintenance & Repair 2,032,341 2,419,739 2,903,953 20.01% Utilities/Other Services 4,863,107 4,833,394 5,821,002 20.43% Insurance&Contract Su pp. 889,058 1,012,940 1,059,824 4.63% Debt Expenditures 12,755,940 12,717,289 12,716,682 0.00% Other Expenditures 2,175,859 2,889,159 2,918,383 1.01% Capital Improvements 6,034,679 7,334,200 10,488,800 43.01% Transfers Out 1,823,429 1,827,817 1,962,663 7.38% Total Expenditures $ 45,135,757 $ 50,500,083 $ 55,985,726 10.86% 16 FY 2024 Expenditures by Classification Transfers Out 3.51% Capital Improvements Personnel Services 18.73% 23.86% Other Expenditures .wiirmi= r 5.2 5.21% ii //Supplies 8 50% Maintenance& Debt Expenditures I Repair 5.19% 22.71% Insurance& Utilities/Other Contract Su pp. Services 10./2-0% 1.89% Personnel Services: Personnel Accounts represent an increase of $804,161, or +6.41% from the prior year. Much of this increase is due to the up to 6% total cost-of-living and merit pay program adjustments that are recommended, along with the recommended enhance stability pay program. The remainder of this increase is attributed to the addition of the following eight (8) new FTE positions: • Utility Locator (1.0 FTE) — Underground Utility Locator and Equipment to accommodate increase volume of utility location requests ($102,718); • Lead Plant Operators (6.0 FTE) — Six (6) new Lead Plant Operators in Resource Recovery to adequately cover plant operations and maintenance needs ($261,576); • Senior Maintenance Mechanic (1.0 FTE) — Additional Senior Maintenance Mechanic in Resource Recovery to adequately cover plant operations and maintenance needs ($61,352) Supply Accounts: As shown, Supply Accounts have decreased $155,286 or 3.16% from the prior year adopted budget. Chemical costs have increased less than previously anticipated by the FY23 Budget. The FY 2023 Budget anticipated a 60%increase in chemical costs from FY 2022, but the FY23 costs only increased by 30%and the FY24 budget costs are increasing by 18%. Maintenance Budget: The Maintenance Budget has increased $484,214 or 20.01% mainly due to the increased cost of maintaining, repairing, and/or replacing the various pumps and motors at the Lakes and treatment plants. Utilities/Other Services: This category has increased $987,608 or 20.43%due to the increased cost of electricity and natural gas. Insurance&Contract Support: The Adopted Budget for this category is$1,059,824 which is 4.63% higher than the previous year budget due to an expected increase in the cost of property and liability insurance provided by Texas Municipal League (TML). This category also includes worker's compensation costs. 17 Debt Expenditures: This category accounts for debt service payments in FY 2024 of $12,716,682 including repayments of three debt issuances related to (1) water sewer system improvements in the early 2000's ($118M), (2) the temporary water reuse system in 2013 ($13M), and (3) the Indirect Potable Reuse Project in 2015 ($33.5M). More information about debt expenditures is available in the Debt Service Fund section of this document. Capital Improvements: The chart below provides the proposed capital improvements for FY 2024: Water and Sewer Amount Water Line Replacement $ 1,500,000 Sewer Line Replacement 1,500,000 Lake Ringgold- Federal Permitting 5,000,000 Lift Station Rehab 750,000 Micro-filtration/Reverse Osmosis(MFRO) 600,000 Belt Press Refurbishment 330,000 Large Valve Replacement Program 200,000 Water Source of Supply Equipment 134,000 Powdered Activated Carbon 110,000 Ail Other Equipment 364,800 [jotali $ 10,488,800 Transfers Out: This category of spending accounts for transfers from the Water/Sewer Fund to the General Fund and IT Fund for franchise payment for use of the City's right-of-way, administrative overhead, and the cost for technological support. There is an increase in the FY 2024 budget of$134,846, or 7.38%from the prior year for these transfers. WATER/SEWER FUND RESERVE APPROPRIATIONS The budget sets the City's policy goal at 20% of expenditures in unreserved fund balance, less debt service. Of the fund's$55,985,726 expenditures in the FY 2024 budget,$12.7 million is reserved for debt payments, bringing the ongoing expenditures budget to $43.3 million. This means that the total needed to meet the unrestricted fund balance policy is$8.7 million.The current unrestricted balance at the start of FY 2024 is anticipated to be$10.4 million. Unreserved Water&Sewer Fund Balance slz,000,oao sio,000,000 sa,000,000 s6,o0o,000 $4,000,000 s2,000,000 s- 2019-20 2020-21 2021-22 Est 2022-23 Est 2023-24 FY 2024 Policy 18 The Sanitation Fund The Sanitation Fund accounts for all of the City's business activity related to the collection of solid waste and composting materials, transportation of that waste to the transfer station and landfill for disposal, and daily operation of the landfill. SANITATION FUND REVENUES Revenues for the Sanitation Fund are made up of the monthly refuse collection charges to commercial and residential customers (81%), landfill tonnage fees (13.5%), transfer station fees and other miscellaneous charges (5.5%). At the current sanitation collection and disposal rates, revenues are insufficient to finance the operating budget outlined below. As you'll recall from the June pre-budget workshop, over the last five (5) years, personnel costs in this Fund have increased 22%, fuel and maintenance costs have increased 23%, and equipment costs including the replacement of the large collection and transfer vehicles has increased over 175% (35% annually). Additionally, costs to provide alley collection service due to the smaller, customized collection vehicles and the associated increased daily trips to the landfill is disproportionately higher than the cost to provide curbside collection. As a result, sanitation collection rates be increased by 13.0%for alley customers, and 6.0%for all residential curbside and commercial customers. This rate adjustment would increase a residential customer's monthly charge for alley service by $3.00, from $23.11 to $26.11, and curbside service by $0.99, from $16.48 to $17.47. It has been three years since the previous 6% across the board increase, so this proposal essentially averages to an increase of 2% per year over that time period for curbside customers. 2022-23 2023-24 2021-22 Adopted Adopted Percent Actual Sanitation Budget Budget Change Revenues Sanitation Fees-Residential $ 7,499,976 $ 7,385,000 $ 8,071,584 9,30% Sanitation Fees-Commercial 6,184,764 5,945,000 6,571,824 10.54% Landfill Fees 2,814,447 2,000,000 2,450,000 22.50% All Other Revenue 1,029,748 2,496,287 1,068,592 -57.19% Total Revenues $ 17,528,935 $ 17,826,287 $ 18,162,000 1.88% SERVICE TYPE CURRENT RATE ADOPTED RATE Residential Curbside $16.48 $17.47 Residential Alley $23.11 $26.11 Residential Trash Average $19.80 $21.79 Residential Reuse Curbside $3.00 $3.18 Commercial Minimum Charge $37.84 $40.11 Commercial Reuse Curbside $7.00 $7.42 Oher Rate Increases: SERVICE TYPE CURRENT RATE ADOPTED RATE Transer Station Gate Rate $40.15 per ton $5.5.00 per ton Landfill Franchise Waste $28.00 per ton $29.50 per ton Disposal Agreement Included below is a recently conducted rate comparison with other peer cities that shows even with this increase, Wichita Falls will remain lower than the average and many of these cities only provide service once per week. 19 Curbside Service 1W I'p Rate per Week Abilene* $23.30 2 days Odessa* $22 40, 2 days Beaumont $22.25 1 day Richardson $22.17 2 days Round Rock $22.14 1 day Tyler $►20.81 2 days Killeen $►19.78 1 day College Station $18.48 1 day Wichita Falls* $18.47 2 days McKinney $17.92 1 day Waco $17.70 1 day San Angelo $17.63 1 day Midland $17.24 2 days Lewisville $14.28 1 day AVERAGE 515.61 1.4 days 'Weighted average of alley and curbside rates SANITATION FUND EXPENDITURES The adopted FY 2024 expenditure budget for the Sanitation Fund totals$18,162,000,which is an increase of $335,713, or 1.88% from the prior year adopted budget. Personnel costs have increased proportionately based on the previously mentioned 6% COLA/Merit adjustments and the proposed stability pay adjustment. Maintenance and Repair has decreased as the previous year's budget included funds for repairs at the Transfer Station. Utilities/Other services has increased based on the costs for electricity, the increased cost to maintain/repair the collection, transfer, and landfill fleet, an additional $650,000 to overhaul a compactor at the landfill, $150,000 for a structural evaluation of the aging Transfer Station, and the 6%franchise fee paid to the General Fund of just over$1,000,000. 2022-23 2023-24 2021-22 Adopted Adopted Percent Actual Sanitation Budget Budget Change Expenditures Personnel Services 4,674,286 5,038,961 5,370,925 6.59% Supplies 378,011 392,994 389,493 -0.89% Maintenance &Repair 128,713 545,290 182,840 -66.47% Utilities/Other Services 5,212,548 5,349,867 6,609,0.50 23.54% Insurance &Contract Supp. 37,636 74,049 94,522 27.65% Other Expenditures 517,21,3 444,931 513,661 15.45% Non Capital Improvements 5,9,53 6,000 6,000 0.00% Capital Improvements 2,527,394 5,005,123 3,981,763 -201.459E Transfers Out 1,710,001, 969,072 1,013,746 4.61% Total Expenditures $ 15,101,755 $ 17,825,287 $ 18,162,000 1.88% 20 The chart below shows the proposed Capital Improvements in the Sanitation Fund for FY 2024: Sanitation Amount Automated Sideload Curbside Trucks (3) $ 1,253,871 Street Rehab Costs 800,000 Commercial Frontload Truck 413,584 Tire Shredder(Replacement) 400,000 Alley Sideload Truck 317,368 Alley Rehab 300,000 Transfer Station Trailer(Replacement) 280,000 Gas Collection System Design 80,000 Landfill Slope Monitor Pickup (Replacemen. 49,000 Cart Delivery Pickup (Replacement) 45,000 Wind Screens at Landfill 42,940 Total $ 3,981,763 OTHER FUND HIGHLIGHTS Hotel/Motel Tax Fund: The Hotel/Motel Fund contains two divisions, the Convention and Visitor's Bureau (CVB) and the Multi- Purpose Events Center(MPEC).The Convention and Visitor's Bureau works to attract tourists and groups to Wichita Falls and market the City as a destination for various types of travel. Total revenues and expenditures in the Fund are projected to be $4,746,000 or 36.10% less than the previous year's revenue budget of$7,427,785 solely due to the decrease in the operating transfer from the General Fund of about $2,500,000 that was used in the previous year to remodel the MPEC Exhibit Hall. The $4,746,000 in total revenue includes: (1) $2,305,000 from the City's 7% portion of the hotel occupancy tax (includes $30,000 from short-term rentals) which is a 4.77% increase from FY 2023, (2) $1,906,000 revenue from MPEC events,sponsorships,and advertising sales which is about 4.9%less than the previous year due to the anticipated revenue loss from events unable to use Municipal Auditorium during its forthcoming renovation, (3) $500,000 operating transfer from the General Fund, commonly referred to as the "MPEC Subsidy", and (4) $35,000 for events/promotions from the 4B Sales Tax. The expenditure budget includes $4,074,206 for MPEC, $615,794 for the CVB, $60,000 for funding to local non-profits though the WF Alliance for Art and Culture, and $6,000 to River Bend Nature Center. Personnel Services account for 37% of all expenditures in the Fund and have increased by 5.10% over previous year due to COLA and merit increases. Regional Airport Fund: The Regional Airport Fund is an Enterprise Fund, which is supported by user fees and federal grants. For FY 2024,this budget does not require a subsidy from the General Fund.The City's Regional Airport Fund proposed FY 2024 budget is $1,997,178 which is $82,644 or 4.32% higher than the FY 2023 Budget due largely to increased transfers out to pay the debt service on the 2013 Airport bond of $326,594 for FY 2024. This is partially offset by the decrease in Personnel costs due to the elimination for FY 2024 of one (1.0) FTE (airport lineman). 21 Kickapoo Airport Fund: The Kickapoo Airport Fund is an Enterprise Fund which is self-supported by user fees. The adopted budget for the Kickapoo Airport totals $1,178,195. This is an increase of $22,097 or 1.91% from the previous year.This increase is principally due increased fuel sales, hangar rentals, and ground lease rents. Personnel Services costs have increased $79,184 or 28.13% from the previous year due to salary increases and the addition of a part-time clerk position. Fleet Maintenance Fund: The Fleet Maintenance Fund is an Internal Service Fund responsible for the maintenance and replacement of the City's fleet of vehicles and equipment.The Adopted Revenue and Expenditure Budget for the Fund is$14,526,356. 99%of the revenue generated to operate the fund is transferred from other City departments and funds. The total fund budget is reflective of a$1,365,651 or 10.38%increase from the FY 2023 budget, primarily due to the initial debt payments on the new fire apparatus and salary increases for employees. Also included is $2,822,763 in expenditures for Capital Improvements, reflective of a 26.73% increase from the previous year, to purchase new and replacement vehicles and equipment for Animal Services, Building Inspections, Code Enforcement, Fire, Fleet, Parks and Recreation, Police, and Water. Information Technology Fund: The Information Technology Fund is an Internal Service Fund and is responsible for the maintenance and replacement of the City's computers and ancillary devices, network infrastructure, and communications equipment. The budget for the Information Technology Fund is $5,338,447. This is a decrease of $192,628 or 3.48%from the previous year primarily due to a decrease in the capital improvement budget from$1,972,154 in the previous year to$1,385,154 in FY 2024.Capital improvements for FY 2024 include Panasonic Toughbooks ($760,0000), Zebra Handhelds and Printer for Police ($200,000), and the Library Information System Replacement ($80,000). Transit Fund: The Transit Fund is an Enterprise Fund that is primarily funded through Federal and State Grants, as well as service charges (fares), used to operate the City's bus system. Transit Operations and Preventative Maintenance is now operating out of the recently constructed Transit Center, allowing the Transit Department to conduct in-house preventative maintenance, refueling, and cleaning on its fleet of public transportation vehicles. Due to legislation passed in response to the COVID-19 Pandemic, City Transit Operations will be subsidized with the Coronavirus Aid, Relief, and Economic Security(CARES)Act Funds through the Federal Transportation Administration (FTA). The Transit Fund budget is $4,787,717 which is $17,913 or .37% less than the prior year budget. The FY 2024 budget includes increases in compensation for employees and the purchase of 2 new transit buses($1,110,000). Additionally, a part- time welder was added to help build out shelters at bus stops across the city. Stormwater Utility Fund In 2000, the City Council authorized the establishment of a Stormwater Drainage Utility System. This system, which took effect on May 1, 2001, provides a funding mechanism for drainage improvements in the city as allowed by State law.The system is designed to assign a fair and equitable charge to the public for storm water drainage management services, including capital improvements. The fee is based upon the impervious area of all real property; whereby each residential water customer is assessed for one Single Family Living Unit Equivalent (SFLUE). Each commercial customer pays a multiplier of the SFLUE based upon the impervious area of their property. The monthly fee for a SFLUE is $5.00 and generates $3.7 million annually for the operating and capital costs of this program. The Stormwater Fund has a total budget of $3,946,787, which is a decrease of$5,590,685 or -58.62%. This decrease is largely due to the use of reserve funds to begin Phase 2 of the Quail Creek Drainage 22 Project in the FY 2023 Budget.The FY 2024 adopted budget includes approximately$2,700,000 in capital and contingency funds for the Duncan Channel improvements and other system improvements. Golf Course Fund: This enterprise fund is to operate and maintain the City-owned Champions Golf Course at Weeks Park. The Golf Course Budget is devised to align with our management services agreement with A.P.G.L.Under the terms of that agreement, the City is responsible for reimbursing A.P.G.L.for golf course expenses, plus$130,000 for complete management oversight of the course. In exchange,the city receives nearly all of the revenue at the course.The Golf Course estimates revenues and expenditures for FY 2024 at $954,391.The FY23 budget included a$311,000 transfer in from excess general funds and$205,867 from the Golf Course prior year reserves to fund capital improvements for the gazebo and driving range facilities. The budget assumes no operating subsidy from the General Fund. Water Park Fund: This fund accounts for the operating revenues and expenditures related to Castaway Cove Water Park. Total revenues and expenditures for this Enterprise Fund are estimated to be $2,638,834 which is an increase from the previous year of$369,181 or 16.27%.This increase is due to increased use of the Water Park as well as the use of$919,000 of Fund Balance to assist in the purchase and installation of a new $1,130,000 waterslide at the park. CONCLUSION This FY 2024 budget provides a clear and viable work plan for the upcoming fiscal year operations. Funds are provided for projects and programs that maintain critical services and enhance the overall quality of life of the city's residents and visitors. This budget also includes a sizable increase in compensation to help retain and recruit employees,our organizations most valuable asset. The City's various department heads and their assistants or division heads were very helpful in the production of this budget. Particular appreciation goes to Jessica Williams, Finance Director/CFO, Paul Menzies,Assistant City Manager,Blake Jurecek,Assistant City Manager,Stephen Calvert,Senior Budget Analyst,and Rachel Sweeney,Senior Accountant,for their overall leadership in the development of the document. I also want to thank all City employees who have worked hard to provide quality services to our citizens and who are committed to the success of our great City. The City staff looks forward to working with the Mayor and City Council as we address the challenges of the coming year. Respe ttfu_l submitted Darron J.Leiker City Manager 23 TEXAS1A14,4 5116' Community Profile 24 COMMUNITY PROFILE WICHITA FALLS By most accounts, 4, . The City of Wichita Falls is comfortably nestled in Wichita Falls can the northeast corner of the Panhandle/Plains area p -."—"AL- °: , be summed up a* of North Texas. Wichita Falls is an economically with two words; ' - - progressive city, and home to commerce and pleasant and ,,, industry with worldwide interests. Serving as the comfortable. r . . ',, � . � ':, county seat of Wichita County, Wichita Falls is the ,. , 40th most populated city in Texas with an } y. - approximate population of 102,988, and is '' 'tl ;= - considered the population o ulation center of North Texas. - w...gym -- ,�_ u .tea The central business district is 5 miles from . , - _ __, .. ` , 1 Sheppard Air Force Base, which is home to the ti .mac., , \ e Air Force's largest technical training wing and {/1 r ' •a,: Euro-NATO Joint Jet Pilot Training (ENJJPT) � . r " `' program. The City has several institutions of k higher learning, an eager workforce, a strong , `, � international presence through Sheppard Air 1 , , Force Base, a community spirit geared toward "r family and friends, and a desire to see this thriving city continue to grow and prosper. Wichita Falls is about 15 % Wichita Falls experiences Annually, miles (24km) south of a humid subtropical temperatures the border with climate, featuring long, of 100 °F Oklahoma, 115 mi ' , % \ hot and humid summers, occur (185km) north west of � and cool winters. approximately The city has some of the highest 28 days a Fort Worth. Texas. and 140 mi y summer daily maximum with 102 (225km) southwest of Oklahoma year, temperatures in the entire U.S. s City. Oklahoma. The City has a total day of area of 70.1 square miles. Wichita Temperatures have hit 100 °F (38 °C) as temperatures Falls is located less than two hours early as March 27, and as late as at 90°F or from Dallas Fort Worth and October 17. Winters are mild, with only higher. Oklahoma City. one or two snowy days a season. www.wichitafallstx.gov Fun Fact! By the 1950's Wichita Falls carried the nickname "Factory City," for having over 100 manufacturing companies, 127 wholesale outlets .and 741 retail stores. - f C t HISTORY The Choctaw Native Americans settled the area in the early 19th century from their native Mississippi area after negotiation of the Treaty of Dancing Rabbit Creek. American settlers arrived in the 1860s to form cattle ranches. On September 27th, 1876, a sale of town lots was held at the corner of Seventh and Ohio streets - the birthplace of the City. That same day, the City was officially titled Wichita Falls. The formative years of the City were economically driven by farming and ranching. The arrival of the Fort Worth & Denver railroad transformed Wichita Falls from a loose collection of cottages to a thriving market center. The railroad enabled ranchers to ship their cattle to Fort Worth and farmers to market their products to national outlets. By 1910, City business leaders Frank Kell and Joseph Kemp organized and built three railroad lines that linked Wichita Falls to markets throughout the country. Government Structure The City of Wichita Falls operates under a Council-Manager form of Government. This system combines the strong political leadership of elected officials in the form of a City Council, with the strong managerial experience of an appointed City Manager. The Council- Manager form of government establishes a representative system where all power is concentrated in the elected Council which hires a professionally trained manager to oversee the delivery of public services. The City of Wichita Falls has a Mayor and six-member Council who are elected into 3 year terms in non-partisan elections. EDUCATION Wichita Falls ISD • Staff 1,031 FTEs A Students 13,371 • Elementary Schools 19 + �'=' , ., 1% MI6 Middle Schools 3 im_;, .� k. High Schools 3 Elementary/secondary schools 2 sy } Four-year graduation rate 96.7% Data courtesy of Texas Tribune(6/2/2023) Public Schools H ig her Education In FY 2020-21, the citizens of Wichita Falls voted to approve Wichita Falls is home to Midwestern State University a bond proposition to construct two new high schools for (MSU), a public university that currently enrolls over 5,700 the Wichita Falls Independent School District (WFISD). The students. MSU was founded in 1922 as a local junior new high schools, Wichita Falls Memorial High School and college, and in its 100 years of operation, has grown to a Wichita Falls Legacy High School, will allow the WFISD to regional state university serving a wide and varied student retire the Wichita Falls High School building that was population. In September 2021, Midwestern State constructed in 1922; the two other high schools, John R. University became a member of the Texas Tech University Hirschi High School and S.H. Rider High School, will become System. Midwestern is the state's only public institution middle schools at the completion of Legacy's and focused on the liberal arts. MSU has 16 undergraduate Memorial's construction. The new high schools, and programs offering 42 majors and 30 minors, and 9 additional outdoor practice/competition facilities, will open graduate programs offering 28 majors and 15 minors; in Fall of 2024. More information about these new high providing a wide variety of programs in liberal and fine schools, including locations, can be found at the Wichita arts, mathematics, applied sciences, business, and science. Falls Independent School District's website. Vernon College currently enrolls 2,790 students and serves Memorial and Legacy high schools will be state of the art 12 counties in the Texoma area, including branch additions to the WFISD collection of upgraded education campuses in Wichita Falls. The college offers a wide range facilities, which already includes the Career Education of vocational development programs, such as nursing, Center (CEC) that opened in August 2017. The CEC provides automotive, computer science, farm and ranch technical training in one of 26 different career pathways, management, welding, and more. including: automotive services, welding, agricultural sciences, construction, graphic design, business & marketing, culinary arts, criminal justice, health science, engineering, and more. These programs and schools allow the WFISD to exceptionally prepare the next generation of professionals to excel, whether they attend college, join the military, or enter the workforce after graduation. 27 *Data courtesy of the Wichita Falls Independent School District(6/2/2023) *Data courtesy of MSU Texas,Vernon College(6/2/2023) u" HEALTH CARE ° United Regional Health Care System is W n o.u, y as ° located in Wichita Falls, Texas and provides comprehensive medical care Ae including inpatient and outpatient services, advanced diagnostics, surgical - 'M1 specialties and life-saving emergency care to a nine-county service area. It has the area's only Level II Trauma Center and -..., 2 1serves as the Primary Stroke Center for the region. A **it_ _ , . III II! 11 United Regional's passion is to provide excellence in health care for the " ` .. = communities it serves. To accomplish this mumm - �., , passion, the System continues to reinvest f,. `s'- in advanced technology, modern facilities, and the recruitment and retention of LARGESTEMPLOYERS highly skilled employees and physicians to ensure that the current and future medical 1. Sheppard Air Force Base 8,987 needs of the area are met. 2. United Regional Health Care System 2,305 United Regional Health Care 3. Wichita Falls ISD 1,854 Clinic visits 173,000 4. Midwestern State University 1,354 ER Visits 67,000 5. City of Wichita Falls 1,223 Hospital Outpatient Visits 73,000 Hospital Admissions 14,000 6. Wal-Mart 1,069 Surgeries 9,200 7. North Texas State Hospital 970 Births 1,900 8. James V. Allred Prison Unit 939 Physicians 355 9. United Supermarkets 8233 *Data courtesy of United Regional Health Care(6/2/2 0 23 1 10. Howmet Corporation 791 IL i *Data courtesy of Wichita Falls Annual Comprehensive Financial Report(9/30/20221 r'100+ * �o bell you .Shep� . ►I FORCE v. and Air Force Base know ? , Main Gate , _ _ #of ; 1, ': -nr:-, -, ° , ~. employees 64% of businesses in 5-9 Wichita Falls hire 1-4 '''. 28 employees 1-4 *Data courtesy of the Wichita Falls Chamber of Commerce(6/2/2 0 23 1 DEMOGRAPHICS Economic Activity 2,000,000 1,534,000 1,500,000 O) I O N 1,000,000 ° 1,021,102 RI 13 _ coo 13 500,000 $724,105 z $508,362 0 -c $249,558 0 ey Je �`' ey ey yap Je0 e'c ya" ya" Qooa �y\�e yr�Qic eya`e` �e�a\ pa e�Q ec'9 0\ r oca �e� ��Jc x� oaa�` a*c o`�• rao Prof ��P,,, �`a sec `a yo oa a ace C. ��r •24ea Total Households 37,297 Average Household Size 2.76 JJ.70 14.961 0 Median Household Income $54,415 �0 57•8 Per Capita Income in past 12 months Labor Force Retail Sales per Labor Force (2019 dollars) 2015 2019 $24,762 Participation Rate, capita(thousands Participation Rate, Total of 2022 dollars) Female Population By Race All Other 5.9% Hispanic 22.2% White Alone(Not Hispanic or Latino) 59.2% African-American 12.7% *Data courtesy of United States Census Bureau. (6/3/2023) RECREATION & ENTERTAINMENT Wichita Falls prides itself on having something for everyone. Once here you will find considerable cultural activities from the symphony to 'good old' Texas rodeos. The City has a wonderful twenty-mile-long trail system that winds rA rim j a" � ..!. — "r,1 1 14 ■■r through neighborhoods and along attractive streams for use •. - —" , ,.A- C•.•Y.NT ON CENTER 4 7 by walkers, joggers, bicyclers and roller-skaters as well as an • - � � �.� °� y1 �: ,+' F—..'I ! -�- additional parks system featuring 39 parks within the city limits. The parks are great for family outings with spacious picnic shelters, playgrounds, nature trails, duck ponds, and more. Wichita Falls was awarded a Bronze-level Bicycle Friendly o ,�1,0:: r,: rirol Communit award from the League of American Bicyclists. . . , Y g Y � � This award recognizes Wichita Falls' commitment to ensuring -.: ' transportation and recreational infrastructure and promoting '� b sustainable transportation choices. Wichita Falls has been v ' ,. •°n .., ry •, committed to making the City more bike-friendly, including . - - - adding more infrastructure to make roads and trails more accessible to bikers. Wichita Falls has a significant international character through Sheppard's Euro-NATO Joint Jet Pilot Training w (ENJJPT) program. The ENJJPT program provides the finest fighter pilot training in the world and is utilized by seventeen . �a r different NATO countries. ru i1 It w You can also enjoy the Wichita Falls ballet troupe, the ' ' �� " �` Museum of North Texas History, symphony, community el„. ., dew ,., T, ,." .+. _ . - ',-.I �, it_.' ® e- - theaters featuring everything from Shakespeare to rock -'--' ' ' ' concerts, Skate Park, a newly renovated municipal golf course, college football and basketball, festivals and fairs, Castaway i a Cove Waterpark, family entertainment centers, nearby lakes, and the Wichita mountains. The City hosts a Multi-Purpose { Event Center with convention facilities, a 10,000-seat arena, I agriculture building, and more. Wichita Falls offers year-round , , - -� "" -•r- — 1 19 entertainment and activities that are guaranteed to keep you ' �'�! r ' -, ..te r' �� and your family as busy as your schedule will allow. - � � , � � v TEXAS-1;i1;c4i1;, U55 Budget Summary 31 City of Wichita Falls,TX FY 2024 Budget Summary by Fund All Funds Water&Sewer General Fund Fund(All) Sanitation Fund Special Revenue Debt Service All Other Funds Total Proj.Beginning Balance $ 25,022,000 $ 36,000,000 $ 8,080,000 $ 3,291,000 $ 1,486,350 $ 23,435,130 $ 97,314,480 Less:Restricted Bal. (4,097,000) (25,600,000) (2,680,000) - - (3,925,870) (36,302,870) Available Balance 20,925,000 10,400,000 5,400,000 3,291,000 1,486,350 19,509,260 61,011,610 Revenues Taxes 85,852,149 - - - 2,150,000 2,905,000 90,907,149 Service Charges 3,236,758 50,808,500 17,643,158 - - 24,955,521 96,643,937 Licenses&Permits 2,049,700 - - - - - 2,049,700 Fines&Forfeitures 2,940,400 - - - - - 2,940,400 Intergovernmental Rev - - - 8,423,561 - 4,139,317 12,562,878 Contributions 232,500 - - - 1,713,856 35,000 1,981,356 Misc.Revenues 3,746,687 1,177,226 518,842 395,922 187,049 6,131,631 12,157,357 Transfer In 5,380,216 - - - 1,661,907 525,000 7,567,123 Other Fin.Sources* - 4,000,000 - - - 2,142,456 6,142,456 Total Revenues 103,438,410 55,985,726 18,162,000 8,819,483 5,712,812 40,833,925 232,952,356 Expenditures Personnel Services 73,868,274 13,356,207 5,370,925 2,909,436 - 9,237,075 104,741,917 Supplies 2,669,721 4,758,212 389,493 172,291 - 7,849,227 15,838,944 Maintenance&Repair 1,829,630 2,903,953 182,840 71,470 - 5,390,150 10,378,043 Utilities/Other Services 10,439,762 5,821,002 6,609,050 1,454,802 - 4,248,997 28,573,613 Insurance&Contracts 1,911,888 1,059,824 94,522 - - 328,822 3,395,056 Debt Expenditures 323,913 12,716,682 - - 5,712,812 1,276,921 20,030,328 Other Expenditures 4,942,274 2,918,383 513,661 3,969,850 - 2,158,349 14,502,517 Non Capital Improv. 163,000 - 6,000 237,634 - - 406,634 Capital Improvements 6,317,223 10,488,800 3,981,763 4,000 - 9,249,917 30,041,703 Transfers Out 972,726 1,962,663 1,013,746 - - 1,094,467 5,043,602 Total Expenditures 103,438,410 55,985,726 18,162,000 8,819,483 5,712,812 40,833,925 232,952,357 Anticipated Change - (4,000,000) - - - (2,142,456) (6,142,457) Ending Available Bal. $ 20,925,000 $ 6,400,000 $ 5,400,000 $ 3,291,000 $ 1,486,350 $ 17,366,804 $ 54,869,153 32 City of Wichita Falls,TX FY 2024 Budget Summary by Fund All Other Funds Hotel/ Venue Tax Duplicating Regional Kickapoo Golf Course Waterpark Motel Fund Services Airport Fund Airport Fund Fleet IT Transit Fund Storm Water Fund Fund Proj.Beginning Balance $ 409,485 $ 1,301,343 $ 90,302 $ 195,500 $ 26,300 $ 4,008,000 $ 2,630,267 $ 1,100,000 $ 11,774,133 $ 240,000 $ 1,659,800 Less:Restricted Bal. (3,500,000) - (425,870) Available Balance 409,485 1,301,343 90,302 195,500 26,300 4,008,000 2,630,267 1,100,000 8,274,133 240,000 1,233,930 Revenues Taxes 2,305,000 600,000 - - - - - - - - - Service Charges - - 120,000 262,820 120 14,357,356 4,114,825 647,400 3,700,000 583,000 1,170,000 Intergovernmental Rev - - - - - - - 4,139,317 - - - Contributions 35,000 - - - - - - - - - - Misc.Revenues 1,906,000 - - 1,709,378 1,178,075 169,000 - 1,000 246,787 371,391 550,000 Transfer In 500,000 - - 25,000 - - - - - - - Other Fin.Sources - - - - - - 1,223,622 - - - 918,834 Total Revenues 4,746,000 600,000 120,000 1,997,198 1,178,195 14,526,356 5,338,447 4,787,717 3,946,787 954,391 2,638,834 Expenditures Personnel Services 1,743,417 - 27,770 462,687 358,464 2,458,080 1,513,029 1,854,020 389,008 - 430,600 Supplies 532,233 - - 528,005 580,593 4,734,424 264,907 893,600 18,465 - 297,000 Maintenance&Repair 154,600 - - 116,197 21,765 2,723,859 1,824,979 324,550 174,200 - 50,000 Utilities/Other Services 1,407,451 - - 253,798 80,022 155,323 324,979 239,180 243,219 953,391 591,634 Insurance&Contracts 168,000 - - 35,817 21,000 13,800 - 24,000 205 1,000 65,000 Debt Expenditures 261,880 - - - - 1,015,041 - - - - - Other Expenditures 478,419 - 92,230 274,100 66,351 291,066 25,399 142,367 713,817 - 74,600 Non Capital lmprov. - - - - - - - - - -Capital Improvements - 600,000 - - - 2,822,763 1,385,154 1,310,000 2,002,000 - 1,130,000 Transfers Out - - - 326,594 50,000 312,000 - - 405,873 -Total Expenditures 4,746,000 600,000 120,000 1,997,198 1,178,195 14,526,356 5,338,447 4,787,717 3,946,787 954,391 2,638,834 Anticipated Change - - - - - - (1,223,622) - - - (918,834) Ending Available Bal. $ 409,485 $ 1,301,343 $ 90,302 $ 195,500 $ 26,300 $ 4,008,000 $ 1,406,645 $ 1,100,000 $ 8,274,133 $ 240,000 $ 315,096 33 BUDGET SUMMARY ALL FUNDS Revenue and Expenditure Discussion Prior Two Years to Current Year: Fiscal Year 2022: The City implemented the following pay plan recommendations in FY 2022: • A flat salary increase of 2%for all employees. • An increase to the minimum pay, per job, for employees who, with the 2% increase, were still below the minimum pay for the grade of work they were completing. • Adjustments to steps for police officers and fire fighters whose pay,with the above increases, still did not reach the grade and step for their currently held positions. • Implementation of the merit based pay increase program at 2.5%for all employees. These pay recommendations tie directly to the Strategic Plan goal of "Improving Employee Recruitment and Retention" and maintaining a trained, committed, and valued workforce. In total,the implementation of the plan increased payroll costs by approximately$4.4 million citywide. All Funds Pay Adjustments Cost MAG Study $1,840,940 Merit and Step 2.5% 1,062,835 2%COLA 1,505,842 Total $4,409,617 The FY 2022 budget included the use of one-time funds (surplus) in the General Fund for these one-time projects. Project Amount Police Department Parking Lot 66,550 Work on First Floor Bathroom 90,000 Memorial Auditorium Security Cameras 65,000 Golf Course Irrigation Improvements 61,000 Health Dept. Horse Trailer 8,000 Library Security System Upgrade 50,000 ADA Bathroom at Police Department 25,000 Tasers for Police Department 550,000 Playground Upgrade 50,000 Underground Street Light Boring Work 75,000 Traffic Signal Overhaul 100,000 Outdoor Warning System Circuit Board 21,450 Outdoor Warning Unit Amplifier 9,000 Emergency Cell Communications Unit 32,000 Total 1,203,000 The FY 2022 budget used one-time funds in the Stormwater Fund of$3,500,000 to begin the Quail Creek Phase 2 Project. 34 BUDGET SUMMARY ALL FUNDS The FY 2022 budget moved the operations of the MPEC from Spectra Management back to City Management and provides for a total of fifteen (15) new FTE's in the Hotel/Motel Fund. The budget also provided for six new positions in the Water& Sewer Fund. The FY 2022 budget committed funds for future capital improvement and equipment needs. Together with the one-time funds, these commitments decreased unencumbered fund balance by $5,300,300 while the City maintained its fund balances to policy. Fiscal Year 2023: Overall, property tax levies were expected to increase by 3.63%. The FY 2023 property tax base was anticipated to be 13.58%higher than last year due to a strong area economy in recent years. The FY 2023 budget reduces the City's property tax rate from .760928 to .694321, or by 8.75%. Sales Tax receipts showed significant growth since the pandemic and were expected to increase 21.11%compared to the previous year's budget and 1.34%from the FY 2022 collections. Service charges were expected to increase by 6.71% mostly due to the increase in water rates. The adopted budget included a 5%increase to water rates for FY 2023 and a 5% increase in the following year in order to help keep up with the increased cost of chemicals and other supplies due to inflation, to help maintain market competitive salaries for staff, and to increase fund balance reserves to help ensure adequate funds for emergency needs that may arise. The examples of increased cost, shared during the Pre-Budget Workshop are listed below. The City had previously held water rates the same for 8 years in a row,absorbing all of the cost increases for labor, supplies, and construction over this time period. • Water main replacement cost has more than doubled since 2020, up an average of 111%. • 2020 Cost=$70.50/LF • Today's Cost=$148.00/LF • Sewer line replacement has increased 52%per linear foot since 2020. • 2020 Cost=$124/LF • Today's Cost=$188/LF • Due to the age of city water and sewer lines, additional funding is needed for replacement, repair and maintenance. The rising cost of goods and services through inflation was a key issue addressed in the FY 2023 budget. The Municipal Cost Index(MCI)is a measure of inflation based on factor's influencing costs of goods and services from Municipalities. The year over year increase in the costs for municipalities had increased by 9.9%. The US Bureau of Labor Statistics, on August 15, 2022, released inflation data showing an increase of 8.5%. 35 BUDGET SUMMARY ALL FUNDS Municipal Cost Index(MCI)Yr.%Change Trended Jul-22, Consumer Price Index(CPI)Yr.%Change Trended 14.0% ---- 9.9% 14.0% Jul-22, 8.5% 12.0% ---- 12.0% 10.0% _ 10.0% 8.0% _..... 8.0% _......... 6.0% 6.0% ---- 4.0% 4.0% 2.0% 0.0% IIIIII 111111111111111 .1111111 I 0.0% 1111111111111111111111_11111111111 -2.0% -2.0% o° o- m m m m o 0 0 0rr rr rr rr rr rr0° o° m m m o• 0• 0• 0 G n G n G n G n G n G n G n G n Interest income was earned from reserves that are invested with local government investment pools and fixed income securities. In previous years, low interest rates meant that interest earnings were below .25%. Actions by the Federal Reserve to increase interest rates to help curb inflation changed the outlook for the markets and the estimated earnings for FY 2023 were 2.6%. The FY2023 budget included across the board cost of living adjustment of 5.0%.This change provided a 5.0% pay increase for all eligible employees. These pay recommendations tied directly to the Strategic Plan goal of "Improving Employee Recruitment and Retention" and maintaining a trained, committed, and valued workforce. The FY 2023 budget included the use of one-time funds (surplus fund balance) in the General Fund and other funds to complete these one-time projects: Project Amount Police Tactical SWAT Vehicle (MRAP) $340,000 Golf Course Pavilion and Range Lighting (gap funding) 311,000 Castaway Cove Water Park New Attraction (gap funding) 575,000 MPEC Co-Promotional Show Fund 100,000 MPEC Exhibit Hall Remodel Projects (Venue Bond gap funding) 2,589,000 Street Improvements 2,000,000 Police In-Car Video Infrastructure 800,000 Parks Master Plan 200,000 Parks and Recreation Equipment Replacement 525,000 Health Dept. Reception Area Remodel 350,000 Public Safety Facilities Needs Assessment 200,000 Contingency 700,000 General Fund Total $8,690,000 Water& Sewer Capital 1,400,000 Sanitation Fund—Landfill Scale& Compactor 1,929,287 Stormwater Fund -Quail Creek, Duncan Channel, Rhea Road 5,667,471 Golf Course Fund - Irrigation and Capital Improvements 205,867 IT Fund - Public Safety Radio Replacement 1,416,250 Grand Total One Time Uses $19,308,875 36 BUDGET SUMMARY ALL FUNDS FY 2024 Proposed Budget to FY 2024 Adopted Budget: The City's Proposed Budget was presented to the City Council on July 25, 2023 and previous budget workshops with the City Council were held on June 20, 2023 and August 8, 2023. Subsequent to the preparation of the proposed budget, property tax calculations were finalized based on the receipt of certified property values and tax rate calculations which increased the budgeted property tax revenues from $3,025,422 to $3,258,000. This was the only change from the Proposed to the Adopted Budget. Budget& Financial Forecasting: The Finance Department updates forecasts monthly as recommended by the Government Finance Officers Association of the United States and Canada (GFOA). These forecasts are used to determine available resources and to plan for long-term needs. In addition, the Finance Department works with sales tax experts and Financial Advisors to ensure long-term stability.These forecasts use historical and current data to project long-term inflows and outflows. Forecasting is a living process that changes monthly as changes occur in the economy and the City. Maintenance of these forecasts is important and is a priority for the Finance Department.The forecasts listed here are snap shots in time, and will change as conditions change. Key assumptions are forecasted out for 2 years and major fund balances are forecasted out over a 10-year period as a method to identify areas of concern with plenty of time for action to remain financially strong. Forecasts of key assumptions are updated and reviewed monthly, while the budget is updated and reviewed annually or on an ad hoc basis if a change to the budget is requested. The City has received recognition from Standard and Poor's for the City's forecasting models. Ten Year General Fund Forecast Model with Historic Totals: Revenues and Expenditures are forecasted based on current economic conditions,proposed changes to economic conditions and averages for stable sources/uses. In each Fund Summary,throughout this document,discussion of revenues and expenditures are included. The City's budget forecasts are revised throughout the budget process and are recalculated anytime a change to the budget is requested. The City is conservative in the forecasting of budgeted revenues and expenditures. Priority is focused on the maintenance of reserve funds, and decisions and changes that will be self-supporting in future years. All funds meet their fund balance policies in the current year and have stable forward forecasts. Forecasting for ten years allows the City to see the impact of decisions and changes to the budget and to maintain reserves for times of emergency, large legal settlements, and disasters. The process of forecasting includes consultation with experts, review of all available financial information, and the determination of many long-term needs. Additionally, the City forecasts reserves needed for meeting Strategic Plan goals, funding infrastructure and any upcoming capital needs. 37 BUDGET SUMMARY ALL FUNDS Cash Flow Forecasts: Cash forecasts are scrutinized in 36-month formats, the below charts show the results of this forecast. As mentioned, cash forecasts are completed monthly and are snapshots in time. Ger-ler-al, Fund Cash lo\iv Forecast SBQ,OOO 570.000 550.000 S50.000 540.000 530,000 520,000 s- OCT-2022 JG-20223 2 JUN-2ti?4 NOV-2024 APR-2IJ25 SEP-2C25 Cash Balance —Inflows — Outflows Water & Sewer Operating Fund Cash Flow Forecast 25,000 $20,003 $15,000 w ' --- 1i uummumuuuuuuuun, ,r i n;n;,l n�`I `� ,c,riinnnnnim,f: 510,000 S5,000 OCT-2C'22 MAR-2023 AUG-2023 JAN-2.D 24 JUN-2024 NOV-20024 APR-2025 5EP 2005 OMR Cash Balance —Inflows Outflows Sanitation Fund Cash Flow Forecast $14,000 $12,000 }:: n 11111111111111111., ,,.: •": ,t Ilillii, ,,,q,,, �uuiuuuuruuuuwiiiiuuuw iuuuuumuuuuw�rtY, ;.f�l„" $10,000 0hutlluoutlmlluuuuuuuuuuuuuuuuuuuwd " !„ wdlllllllllllllllllllllllllluuudllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllllll li y "" ;�� 11 jail f uul i $8,000 56,000 Ilupuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuuiuuuuuuuuuuuuuuuuuuuuuuuuuuuuuugpuuplllpuuuu iu i11111!!!l111x $4,000 : � ���y" 4.,,,„: 'I�isi�isi� � 7 000dk,"! $ 004 �� wa o ���2 n1 ry:. dn " �� OCT-2022 MAR2023 AUG-2023 1AN-2024 1UN-2024 NOV-2024 APR-2025 SEP 2025 Cash Balance —Inflows —Outflows 38 BUDGET SUMMARY ALL FUNDS Long-term Capital Forecasts& Fund Balance Sufficiency: The City projects both long term capital needs and the funding sources that may be available to address these needs. This work includes review and establishment of rates needed and the compilation of the Capital Improvement Plan, which is included in summary format in this document. In FY 2022, the City engaged with Raftelis Consulting Firm to create and update a model related to retail water and sewer rates and long-term needs. This engagement, resulted in the creation of a model for long-term costs, revenue sufficiency,fund balance needs, debt needs, and a cost of service study. Schedule of Property Valuations: Ratio of Total Personal Assessed to Fiscal Real Property Property Total Assessed Total Direct Estimated Actual Total Estimated Year Assessed Value Assessed Value Value Tax Rate Value Actual Value 2012-2013 $ 3,749,608,055 $ 715,113,536 $4,464,721,591 $ 0.63526 $ 4,464,721,591 100% 2013-2014 $ 3,777,010,620 $ 771,002,233 $4,548,012,853 $ 0.63526 $ 4,548,012,853 100% 2014-2015 $ 3,859,560,337 $ 765,251,406 $4,624,811,743 $ 0.65526 $ 4,624,811,743 100% 2015-2016 $ 3,944,783,610 $ 820,827,696 $4,765,611,306 $ 0.70598 $ 4,765,611,306 100% 2016-2017 $ 4,031,689,962 $ 817,687,012 $4,849,376,974 $ 0.70598 $ 4,849,376,974 100% 2017-2018 $ 4,123,022,727 $ 818,629,114 $4,941,651,841 $ 0.70598 $ 4,941,651,841 100% 2018-2019 $ 4,230,948,499 $ 843,630,297 $5,074,578,796 $ 0.72988 $ 5,074,578,796 100% 2019-2020 $ 4,387,106,524 $ 889,487,609 $5,276,594,133 $ 0.76332 $ 5,276,594,133 100% 2020-2021 $ 4,582,918,683 $ 872,960,736 $5,455,879,419 $ 0.76332 $ 5,455,879,419 100% 2021-2022 $ 4,952,234,074 $ 855,749,261 $5,807,983,335 $ 0.76093 $ 5,807,983,335 100% NOTE: The Roll Year is one year prior to the Fiscal Year. Property valuations are set by Wichita Appraisal District. The property tax rate is set by the City Council. Source:City of Wichita Falls Annual Comprehensive Financial Report for the Year Ended September 30, 2022. An updated schedule will be available 3/31/2024 and can be found on the city website. 39 BUDGET SUMMARY ALL FUNDS Area Property Taxes by Taxing Entity: Fiscal City of Wichita Falls Wichita County Burkburnett ISD(1) Year M&O I&S Total M&O I&S Total M&O I&S Total 2012-2013 0.62 0.01 0.63 0.52 - 0.52 1.17 0.13 1.30 2013-2014 0.62 0.01 0.63 0.51 - 0.51 1.17 0.12 1.29 2014-2015 0.64 0.02 0.66 0.51 - 0.51 1.17 0.14 1.31 2015-2016 0.69 0.02 0.71 0.55 - 0.55 1.17 0.14 1.31 2016-2017 0.69 0.02 0.71 0.58 0.03 0.61 1.17 0.37 1.54 2017-2018 0.69 0.02 0.71 0.58 0.08 0.66 1.17 0.37 1.54 2018-2019 0.69 0.04 0.73 0.59 0.07 0.66 1.17 0.37 1.54 2019-2020 0.72 0.04 0.76 0.60 0.07 0.67 1.07 0.37 1.44 2020-2021 0.72 0.04 0.76 0.57 0.07 0.64 1.05 0.38 1.43 2021-2022 0.73 0.03 0.76 0.54 0.07 0.61 1.05 0.37 1.42 Fiscal City View ISD(2) Iowa Park CISD(3) Wichita Falls ISD(4) Grand Year M&O I&S Total M&O I&S Total M&O I&S Total Total 2012-2013 1.17 0.25 1.42 1.04 0.24 1.28 1.04 0.17 1.21 6.36 2013-2014 1.17 0.25 1.42 1.04 0.24 1.28 1.04 0.17 1.21 6.34 2014-2015 1.17 0.25 1.42 1.04 0.23 1.27 1.04 0.10 1.14 6.31 2015-2016 1.17 0.25 1.42 1.17 0.16 1.33 1.04 0.19 1.23 6.55 2016-2017 1.17 0.25 1.42 1.17 0.16 1.33 1.04 0.19 1.23 6.84 2017-2018 1.17 0.25 1.42 1.17 0.16 1.33 1.04 0.19 1.23 6.89 2018-2019 1.17 0.25 1.42 1.17 0.16 1.33 1.04 0.18 1.22 6.90 2019-2020 1.07 0.32 1.39 1.07 0.36 1.43 0.97 0.18 1.15 6.84 2020-2021 1.05 0.32 1.37 1.05 0.38 1.43 0.97 0.18 1.15 6.78 2021-2022 1.04 0.32 1.36 1.03 0.38 1.41 0.94 0.43 1.37 6.93 Notes: (1) Burkburnett Independent School District-25%in Wichita Falls city limits (2) City View Independent School District-90% in Wichita Falls city limits (3) Iowa Park Consolidated Independent School District-2%in Wichita Falls city limits (4) Wichita Falls Independent School District-99%in Wichita Falls city limits Source:City of Wichita Falls Annual Comprehensive Financial Report for the Year Ended September 30, 2022. An updated schedule will be available 3/31/2024 and can be found on the city website. 40 BUDGET SUMMARY ALL FUNDS Departments by Fund The following is a list of all departments by fund. The budget document is organized by fund into the following sections: General Fund, Water&Sewer, Sanitation, Special Revenue, Hotel/Motel Fund,Transit Fund, and others. General Fund Special Revenue Funds Water/Sewer Fund Animal Services CDBG Code Enforcement Public Works Admin. Building&Code Admin. CDBG Delivery Costs Sewer Rehabilitation Building Maint.Services CDBG Demolition Utility Collection Business Park Maint. CDBG Grant Management Utility Equipment Services City Cemetery CDBG Job Training Wastewater Collection City Clerk Community Clinical Link. Wastewater Treatment City Manager Community Rural Health Water Distribution Engineering Comp.Cancer Control Water Purification Environmental Health Emergency Mgmt.Assist. Water Source of Supply Fire Housing Choice Voucher Health Administration Immunization Grant Human Resources Infectious Dis.Cont.-Ebola Lab/Water Pollution Texas Healthy Communities Lake Lot Admin Transport.Planning Grant Legal Tuberculosis Grant Library WIC Grant Mayor and City Council MLK Center Ops Hotel/Motel Municipal Court Convention Visitor's Bureau Nursing(Health and Wellness) MPEC Park Maintenance Planning Sanitation Fund Police Landfill Property Management Refuse Collection Public Information Sanitation Purchasing Transfer Station Recreation Street Maintenance Fleet Fund Traffic Engineering Fleet Maintenance Transit Fund Regional Airport Fund Public Transport.Planning Regional Airport Operations Public Transport.Ops Stormwater Fund Stormwater Drainage 41 BUDGET SUMMARY ALL FUNDS CITY OF WICHITA FALLS STRATEGIC PLAN The following section describes the City of Wichita Falls' Strategic Plan, including each goal, policy, the actions required,and the City department responsible for implementation. Furthermore,the City Council prioritized these goals into an order they would prefer to see them implemented. In March 2021, the City Council and City staff conducted a 2-day strategic planning workshop at the MPEC to ensure the best possible decisions for Wichita Falls are made over the next few years. The Azimuth Group, Inc. was contracted to facilitate and document the results of this collective planning and priority-setting effort. The Strategic Plan is an example of the operation of the"Council-Manager"form of government in that the City Council adopts the Strategic Plan and its policies, and the City Manager is responsible for implementation. The City Council ratified the plan and its goals on May 18, 2021, and a summary of the five (5) general goals and thirty-three (33) policies and objectives.The plan describes the three highest priority items (those items with the greatest opportunity for continued improvement) as (1) Accelerate Economic Growth, (2) Provide Quality Infrastructure, and (3) Redevelop Downtown. A copy of the plan may be found on the City's website. The Strategic Plan is implemented through the budget process.Annually, each Department Director sets goals for the Department and each employee that further the implementation of the plan. Goals for each Department are listed on the Department Summaries pages, included in this document. This process of goal setting generates a final report called the Annual Report.The Report is shared with the City Council and goal progression will soon be shown on the City's website. Who is Responsible for Implementation? City Council -Make Decisions Citizens -Provide Directive City Staff -Monitor -Input -Identifies Revisions Service -Coordinates Efforts -Ownership STRATEGIC PLAN 42 BUDGET SUMMARY ALL FUNDS C OUR MISSION Enhance our quality of life through responsive OUR VISION service delivery, sound OUR VALUES Wichita Falls is financial management, and partnerships spanning the public, Excellence vibrant, growing, famil - Integrity oriented community of Accountability unlimited opportunity private and business Transparency and civic pride. 1 sectors. Innovation Accelerate 1 Economic Growth 1 .1 - Encourage the Chamber of Commerce to aggressively pursue recruitment of high-value businesses 1 .2 - Support implementation of the Economic Development Strategic Plan. 1 .3 - Aggressively market the City. 1 .4 - Continue alignment of the priorities of the City, Chamber of Commerce and EDC boards. 1 .5 - Support a thriving Sheppard Air Force Base. 1 .6 - Revitalize depressed and declining neighborhoods. 1 .7 - Look for post-pandemic economic opportunities. 1 .8 - Continue community internship opportunities. 43 BUDGET SUMMARY ALL FUNDS Provide Quality infrastructure 2.1 — Upgrade or replace outdated public facilities. 2.2 — Complete signature public improvements. 2.3 — Evaluate alternative options for financing infrastructure improvements. 2.4 — Advance the Ringgold Reservoir project. 2.5 — Educate citizens on future infrastructure and public facility needs. 2.6 — Enhance focus on long-term street and utility infrastructure needs. 2.7 — Continue the bicycle-friendly city initiative. Redevelop owntown 3.1 — Complete the development of a convention center hotel. 3.2 — Continue implementation of the Downtown Master Plan. 3.3 — Support innovative, flexible building practices for downtown building. 3,4 — Align the priorities and metrics of the City, Chamber of Commerce and DTWF. 3.5 — Leverage local, state and federal economic development funding sources. 3.6 — Grow hotel occupancy tax revenues to support the Multi-Purpose Events Center, 3.7 — Pursue public private partnerships. 3.8 — Create a live-work-play downtown. 3,9 — Enhance focus on culture, arts and entertainment venues. 44 BUDGET SUMMARY ALL FUNDS Efficiently Deliver City Services 4.1 — Improve employee recruitment and retention. 4.2 — Reinforce a culture of superior customer services. 4.3 — Streamline municipal business processes. 4.4 — Practice effective governance. 4.5 — Promote and encourage innovation. Actively Engage Inform the Public 5.1 — Enhance public outreach and engagement. 5.2 — Equip City Councilors as community ambassadors. 5.3 — Maintain coordinated and trusted messaging 5.4 — Strengthen supportive partnerships with the non-for-profit community 45 TEXAS-1;i1);c4i1;, U55 Policy Statement 46 POLICY STATEMENTS BUDGET POLICIES The 2023-24 Budget for the City of Wichita Falls is submitted in accordance with the city charter and all applicable state laws. The operating budget is segregated based on fund in alignment with generally accepted accounting principles, and outlines the anticipated revenues and planned expenditures for the City in the ensuing fiscal year. The budget is structurally balanced in all funds when the funds' total resources of beginning fund balance, revenues, and other financing sources(also classified as transfers in), are equal to the total of expenditures, other financing uses (also classified as transfers out), and ending fund balance; recognizing recurring and non-recurring revenues and potential increases in fund balance in contingency accounts. The City provides quarterly"budget to actual"financial statements and investment reports to the City Council in compliance with State Law. ITEMIZED BUDGET AND CONTENTS The City of Wichita Falls complies with the Texas Local Government Code (LGC), all applicable state laws, best practices, and budget requirements. LGC requires any incorporated City in the state of Texas to develop an annual budget. LGC 102.003 specifies: a. The budget officer shall itemize the budget to allow as clear a comparison as practicable between expenditures included in the proposed budget and actual expenditures for the same or similar purposes made for the preceding year. The budget must show as definitely as possible each of the projects for which expenditures are set up in the budget and the estimated amount of money carried in the budget for each project. b. The budget must contain a complete financial statement of the municipality that shows: a. the outstanding obligations of the municipality; b. the cash on hand to the credit of each fund; c. the funds received from all sources during the preceding year; d. the funds available from all sources during the ensuing year; and e. the estimated revenue available to cover the proposed budget. PROPOSED BUDGET The City of Wichita Falls prepares and presents a Proposed Budget each year, which is filed with the City Clerk at least 30 days prior to the adoption of the City's tax levy for the year in compliance with LGC(LGC§102.005(a)). INFORMATION FURNISHED In preparing the budget, the budget officer (City Manager) may require any City officer or board to furnish the information necessary to properly prepare the budget (LGC, §102.004). PUBLIC HEARINGS ON PROPOSED BUDGET The City holds public hearings, and provides public meeting times, in advance of the adoption of the proposed budget, and in accordance with the LGC§102.006 and other applicable rules, regulations, or laws. 47 POLICY STATEMENTS The City of Wichita Falls publishes notices in the local newspaper and on the City of Wichita Falls' website, as required by law, prior to a public hearing on the proposed budget (LGC, §102.0065). ADOPTION OF THE BUDGET In accordance with the Local Government Code and in compliance with the City's Charter,the City of Wichita Falls City Council will take action on the proposed budget at the completion of the public hearing. The Council may make any changes to the budget it considers warranted by law or deemed to be in the best interest of the taxpayers (LGC, §102.007). The City of Wichita Falls will conduct a public hearing and adopt the annual budget in accordance with state law. FILING THE BUDGET After adoption by the City Council, the approved budget is filed with the City Clerk and the County Clerk (LGC, §102.008, 102.009(d)). Soon after, as is practicable, a copy of the annual budget document is posted on the City's website and is placed in the City Clerk's Office for public access (LGC, §102.008 (a)(2)(A)). LEVYING TAXES The City may levy taxes in accordance with the budget, (LGC, §102.009). However, the adoption of the tax rate must be separate from the vote adopting the budget (Property Tax Code, (PTC), § 26.05b). The tax rate consists of two components, the amount of taxes to pay maintenance and operation expenditures, and the amount needed to fund interest and sinking obligations (debt service) (PTC, §26.05a). CHANGES IN BUDGET The City of Wichita Falls makes all expenditures in accordance with the annual budget. The legal level of control (the level at which expenditures cannot legally exceed the appropriated amount) is the fund/class level. After adoption of the budget, the City Council may make changes to the budget for municipal purposes in compliance with the Local Government Code(LGC, §102.010). Texas law provides for two types of changes in expenditure budgets: amendments and transfers. Amendments:The City Council may amend the budget by ordinance. Ordinances must follow public process and be filed with the City Clerk. The City Clerk will attach the amendment to the original budget. Amendments may not increase total appropriations except in two instances, projects that are ongoing, and an emergency as defined by City Charter and LGC(City of Wichita Falls, Charter, §72) (LGC, §102.009). Transfers: The City Manager is authorized to make transfers between items appropriated to the same office, department, or fund (class level), where not in contravention of the Constitution and laws of this State or of the City Charter. 48 POLICY STATEMENTS INCREASES IN APPROPRIATION & EMERGENCY EVENT The City is responsible for ensuring that all spending strictly complies with the City's budget. The City's charter allows for increases only for projects, occurring over more than one year,for which costs need to be carried forward. • City Charter Sec. 72. - Unauthorized expenditures. • No money shall be drawn from the treasury of the city,nor shall any obligation for the expenditure of money be incurred, except pursuant to appropriations made by the city council. • At the close of each fiscal year, the unencumbered balance of each appropriation shall revert to the fund from which it was appropriated and shall be subject to future appropriations; but appropriations may be made in furtherance of improvements or other objects or works of the city, which will not be completed within the current year. (City of Wichita Falls, Charter, §72) LGC § 102.009 defines an emergency expenditure as an event or need resulting from, "grave public necessity to meet an unusual and unforeseen condition that could not have been included in the original budget through the use of reasonably diligent thought and attention".This section outlines the following: A. The governing body of the municipality may levy taxes only in accordance with the budget. B. After final approval of the budget, the governing body may spend municipal funds only in strict compliance with the budget, except in an emergency. C. The governing body may authorize an emergency expenditure as an amendment to the original budget only in a case of grave public necessity to meet an unusual and unforeseen condition that could not have been included in the original budget through the use of reasonably diligent thought and attention. If the governing body amends the original budget to meet an emergency, the governing body shall file a copy of its order or resolution amending the budget with the municipal clerk and the clerk shall attach the copy to the original budget. D. After the adoption of the budget or a budget amendment,the budget officer shall provide for the filing of a true copy of the approved budget or amendment in the office of the county clerk of the county in which the municipality is located. 49 POLICY STATEMENTS BUDGET CALENDAR Budget LKick-Off City Budge Manager Ado ' Budget Hearings Budget Public Workshop Hearings with City Council Proposed Public Notice Budget ompleted ity Count't' L— Budget KEY DATES Date Event June 20,Tuesday City Council Update—Pre-Budget Workshop July 25,Tuesday City Manager's Proposed Budget submitted to City Council July 31—August 8 Individual City Councilor Opportunity to meet with Budget Team August 4, Friday Publish Notice of Public Hearing on the Budget August 8,Tuesday City Manager's Proposed Budget Workshop with City Council August 15,Tuesday Budget Public Hearing& Intent to Vote on Tax Rate August 25, Friday Publish Notice of Tax Rate Hearing September 5,Tuesday Tax Rate Public Hearing,Adoption of the Budget,Adoption of the Tax Rate,Adoption of the CIP 50 POLICY STATEMENTS ACCOUNTING & BUDGETING PRACTICES The accounting and reporting policies of the City of Wichita Falls, Texas (City) conform to accounting principles generally accepted in the United States of America (GAAP) applicable to state and local governments. GAAP for local governments includes those principles prescribed by the Governmental Accounting Standards Board (GASB), which includes all statements and interpretations of the National Council on Governmental Accounting (NCGA) unless modified by the GASB, and those principles prescribed by the American Institute of Certified Public Accountants in the publication entitled Audits of State and Local Governmental Units. The following is a summary of the more significant policies and practices used by the City. These policies and practices apply to the way in which the City accounts for each category listed. For more information,a copy of the City's Annual Comprehensive Financial Report may be found on the City's website at www.wichitafallstx.gov. The City's primary financial direction begins with the City's Charter,which is then used as the basis for all financial policies the City implements. The City maintains financial policies for general operations, which include policies for financial management and fund balances, budget compliance, debt issuance and management, accounts payable, water service, and purchasing among others. A copy of the City's Charter may be found online at www.wichitafallstx.gov. A. Revenue Policies. Projected revenues are estimated using a realistic, objective, and analytical approach based upon economic trends. Consultation with experts in sales tax and financial management will be utilized as needed. Enterprise funds establish user charges sufficient to finance the costs of providing goods/services to the public. Utilities are reviewed annually and adjusted based on debt service ratio coverages and increases in actual cost if needed. A third party is used for analysis of the City's Wholesale Water Rates. B. Fund Balance Policies. The City strives to maintain the fund balances of the various operating funds at levels sufficient to protect the City's creditworthiness and its financial position in the event of an emergency. The City has adopted a fund balance policy for the General Fund, Water/Sewer Fund, and the Sanitation Fund. The policy's goal is for the City to maintain at least 20%of expenditures in unassigned fund balance for all funds. If funds fall below these percentages, plans are to be put into place to replenish the fund balance. Fund balances of the governmental funds are classified as follows: • Non-spendable Fund Balance—represents amounts that cannot be spent because they are either not in spendable form (such as inventory or prepaid insurance) or legally required to remain intact (such as notes receivable or principal of a permanent fund). • Restricted Fund Balance—represents amounts that are constrained by external parties,constitutional provisions, or enabling legislation. • Committed Fund Balance— represents amounts that can only be used for a specific purpose by the adoption of an ordinance by the City Council. Committed amounts cannot be used for any other purpose unless the governing board removes those constraints through the adoption of another ordinance. Committed fund balance amounts differ from restricted balances in that the constraints on their use do not come from outside parties, constitutional provisions, or enabling legislation, but rather from inside the City. 51 POLICY STATEMENTS • Assigned Fund Balance—represents amounts which the City intends to use for a specific purpose, but that do not meet the criteria to be classified as restricted or committed.The City Council by resolution has authorized the Chief Financial Officer to assign fund balance. Specific amounts that are not restricted or committed in a special revenue, capital projects, debt service, or permanent fund are assigned for purposes in accordance with the nature of their fund type or the fund's primary purpose. Assignments within the General Fund convey that the intended use of those amounts is for a specific purpose that is narrower than the general purposes of the City itself. Unlike commitments, assignments only exist temporarily. Therefore, additional action does not normally have to be taken for the removal of an assignment. • Unassigned/Unrestricted Fund Balance— represents amounts, which are unconstrained in that they may be spent for any purpose. Only the General Fund reports a positive unassigned fund balance. Other governmental funds might report a negative balance in this classification because of overspending for specific purposes for which amounts had been restricted, committed, or assigned. When an expenditure is incurred for a purpose for which both restricted and unrestricted fund balance is available,the City considers restricted funds to have been spent first.When an expenditure is incurred for which committed, assigned, or unassigned fund balances are available, the City considers amounts to have been spent first out of committed funds, then assigned funds, and finally unassigned funds. C. Fund Balance History. The graphs below illustrate the fund balance history for the previous 5 years,and the anticipated fund balance in this budget year in the General Fund. General Fund Unreserved Ending Fund Balance s4o,000,000 S35,000,000 Sso,000,000 S25,000,000 S2o,000,000 S15,000,000 — slo,000,000 S5,00CI,OO43 2019-20 2020-21 2021-22 Est.2022-23 Est.2023-24 Parity(20% 52 POLICY STATEMENTS D. Reporting Entity. The City is a municipal corporation governed by an elected Mayor and six-member City Council. E. Internal Controls. City Management is responsible for the development, maintenance, and compliance with internal controls. Internal controls are developed to protect assets of the City, reduce risk, and protect City funds from loss, theft, or misuse. City Management is also responsible for ensuring that adequate accounting data is compiled to allow for the preparation of financial statements in conformity with accounting principles generally accepted in the United States of America. The cost of a control should not exceed the benefits likely to be derived.The valuation of costs and benefits requires estimates and judgments by management. F. Federal and State Grants. The City applies for and manages grant activity with the permission of the City Council. Grant funds are used for only the specific purpose for which they were earned and, when necessary, are matched with local funds in accordance with Federal,State,and Grantor Guidance. Federal grants include the Community Development Block Grant, Section 8 Housing Assistance, Home Investment Partnership Agreement Program,and numerous health-related grants, among others.The City further ensures grant compliance and internal control through the City's internal grant policy. G. Transactions Between Funds. Outstanding balances between funds are reported as "due to/from other City funds." Any residual balances between governmental activities and business-type activities are reported in the government-wide statements as "internal balances." Nonrecurring or non-routine transfers of equity between funds are accounted for as transfers. H. Vacation and Sick Leave. All full-time employees accumulate vacation benefits based on length of service up to 20 days per year. The maximum allowable accumulation is 35 days. Upon leaving the employment of the City, employees will be paid for unused vacation days,which they have accrued. Sick leave is earned at a rate of 4.62 hours per pay period up to a maximum of 90 days. Sick leave is not compensated on termination. Police officers and firefighters may accumulate an unlimited number of sick leave days while employed with the City. Upon termination, police officers and firefighters are compensated for up to 720 hours and 1,080 hours, respectively. I. Debt Management Policies. The City maintains an informal policy to limit tax-supported debt to no more than 5% of total assessed property value or$1,500 per capita.As of September 30, 2022,the City's tax-supported debt,funded with ad valorem taxes, was approximately $43.3 million, or 0.74% of the taxable value of property. As of July 2023, the City's tax-supported debt was$761 per capita, as reported by the Texas Bond Review Board. 53 POLICY STATEMENTS Tax-Supported Debt per Capita sa,E 52812 2,038 I 51,417 51,122 51,062 576 I ..... 5 Conroe New Sugar Odessa San Alien Edinburg Wichita Tyler Braunfels Land Angelo Falls *Source:Texas Bond Review Board,Tax-Supported Debt per Capita by Local Government for Fiscal Year 2022, Eight Cities with Most Similar Population J. Long-Term Obligations. Long-term debt and other obligations are recorded for both governmental and proprietary funds in the City's annual financial statements. These items include bond premiums and discounts, as well as issuance costs, which are deferred and amortized over the life of the bonds using the straight-line method in the government- wide financial statements. K. Pension Plan. For purposes of measuring the net pension liability, deferred outflows of resources, and deferred inflows of resources related to pensions,and pension expense, information about the Fiduciary Net Position of the Texas Municipal Retirement System (TMRS) and the Wichita Falls Firemen's Relief and Retirement Fund (WFFRRF) and additions to/deductions from Fiduciary Net Position are determined on the same basis as they are reported to TMRS and WFFRRF. For this purpose, plan contributions are recognized in the period that compensation is reported for the employee, which is when contributions are legally due. Benefit payments and refunds are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. L. Other Post-Employment Benefits(OPEB). The fiduciary net position of the City of Wichita Falls Retiree Health Care Plan is determined using the flow of economic resources measurement focus and full accrual basis of accounting. This includes for purposes of measuring the net OPEB liability, deferred outflows of resources and deferred inflows of resources related to other post-employment benefits, OPEB expense, and information about assets, liabilities, and additions to/deductions from the Plan's fiduciary net position. Benefit payments are recognized when due and payable in accordance with the benefit terms. 54 POLICY STATEMENTS M. General Fixed Assets and General Long-Term Debt Account Groups. The accounting and reporting treatment applied to the fixed assets and long-term liabilities associated with a fund is determined by its measurement focus.All governmental funds are accounted for on current resources measurement focus.This means that only current assets and current liabilities are generally included on their balance sheets. Their reported fund balance (net current assets) is considered a measure of "available spendable resources." Governmental fund operating statements present increases (revenues and other financing sources) and decreases (expenditures and other financing uses) in net current assets. Accordingly, they present a summary of sources and uses of"available spendable resources" during a period. Fixed assets used in governmental fund type operations(general fixed assets) are accounted for in the general fixed asset account group, rather than in governmental funds. Public domain ("infrastructure") general fixed assets consisting of certain improvements other than buildings, including roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems are capitalized along with other general fixed assets. All fixed assets are valued at historical cost or estimated cost if actual historical cost is not available. Donated fixed assets are valued at their fair market value on the date donated. Interest costs incurred on debt-financed construction is capitalized during the construction period. N. Deferred Outflows/Inflows of Resources. Deferred outflows represent a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. Certain amounts related to the City's participation in pension and other post-employment benefit plans are reported in the annual financial statements in this category, along with deferred losses on bond refunding. Deferred inflows represent an acquisition of net position that applies to a future period(s) and so are not recognized as an inflow of resources(revenue)until that time.The City has only two types of items that qualify for reporting in this category; property taxes receivable and municipal court fines receivable. Additionally, certain items related to the City's participation in pension and other post-employment plans are reported in this category. O. Cash and Cash Equivalents. The City's cash and cash equivalents are considered to be cash on hand, demand deposits, and short-term investments with original maturities of three months or less from the date of acquisition. Investments are carried at fair value. Fair value is determined as the price at which two willing parties would complete an exchange. Interest earned on investments is recorded in the funds in which the investments are recorded. Management's intent is to hold all investments to maturity and thereby recover the full value of the various investments made. P. Encumbrances. Purchase orders, contracts, and other commitments for the expenditure of monies are recorded in order to set aside that portion of the applicable appropriation. Unencumbered appropriation balances lapse at year- end and are not carried forward to new budget periods. Open encumbrances are reported as reservations of fund balance at year-end, and related appropriations are carried forward to the new fiscal year through a supplemental budgetary allocation in alignment with the City Charter and all applicable state laws and standards. 55 POLICY STATEMENTS Q. Water, Sewer, and Sanitation Receivables. The City's Water, Sewer, and Sanitation Enterprise Funds operate on a monthly billing cycle, issuing bills continuously throughout the month. R. Inventory and Prepaid Items Inventories. Inventory and Prepaid Items Inventories of the general and proprietary funds consist of supplies and various materials used for the maintenance of capital assets.The consumption method is used to account for these inventories. Under this method, inventory acquisitions are recorded in inventory accounts initially and charged as expenditures when used. Inventories are stated at average cost. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government- wide and fund financial statements via the purchase method. S. Capital Assets. Capital assets, which include property, plant and equipment, and infrastructure assets (e.g. roads, bridges, sidewalks, and similar items), are reported in the applicable governmental or business-like activities columns in the government-wide financial statements.The City defines capital assets as assets with an initial individual cost of more than $25,000, and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value at the time received. Capital assets are depreciated using the straight-line method over the following useful lives: • Assets Years Buildings, systems and improvements: 20-59 years • Infrastructure: 8- 100 years • Machinery,vehicles and other equipment: 3 -25 years • Furniture and equipment: 3 - 10 years T. Restricted Assets. These assets consist of cash, certificates of deposit, and other short-term investments legally restricted for various purposes. U. Property Tax. Property taxes attach as an enforceable lien on property as of the prior January 1.Taxes are levied on October 1, and become delinquent after January 31, unless the half-payment option is elected, in which case one-half of the tax is due November 30, and the balance the following June 30. The City is permitted by its Home Rule Charter to levy taxes up to $2.25 per $100 of assessed valuation for general governmental services including the payment of principal and interest on long-term debt. The budget proposes a combined tax rate of$0.680000 per$100 of assessed value which means the City has a tax margin of$1.570000. The Wichita County Tax Office processes all property tax billing and collections, and maintains the property tax roll. V. Independent Audit. The City Charter requires an annual audit of the books of account, financial records, and transactions of all administrative departments of the City by Certified Public Accountants. The accounting firm of Edgin, Parkman, Fleming & Fleming, PC was selected by the Mayor and City Council to satisfy this charter requirement in the prior and next year. 56 POLICY STATEMENTS The auditors' report on the basic financial statements, and combining fund statements and schedules may be found in the City's Annual Comprehensive Financial Report available on the City's website. In addition to meeting the requirements set forth in the City Charter, the audit is also designed to meet the requirements of the federal Single Audit Act Amendments of 1996 and related Uniform Guidance, and the State Single Audit Act. A single audit is made to determine the adequacy of the internal control structure, including that portion related to federal financial assistance programs, as well as to determine that the City has complied with applicable laws and regulations. The City is required to undergo an annual single audit in conformity with the provisions of the Single Audit Amendments of 1996 and the audit requirements of Title 2 of the U.S. Code of Federal Regulations(CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). W. Risk Management. The government is exposed to various risks of loss related to torts; theft of, damage to and destruction of assets; errors and omissions; and natural disasters for which the government carries commercial insurance. For insured programs,there have been no significant reductions in insurance coverage. Settlement amounts have not exceeded insurance coverage for the current year or the three prior years. The City maintains a group health insurance plan for employees and dependents which is partially self-insured by the City. A group life insurance plan is maintained through an insurance company. Contributions to the plans are provided for by both the City and participating employees. These contributions are recognized as revenues in the internal service fund used to account for these plans. The contributions made by the City are recorded as expenditures or expenses of the various funds as appropriate and are listed in this budget. Liabilities are reported when it is probable that a loss has occurred and the amount of the loss can be reasonably estimated.An excess coverage insurance policy covers individual claims in excess of$500,000. Liabilities include an amount for claims that have been incurred but not reported. Claim liabilities are calculated considering the effects of inflation, recent claim settlement trends including frequency and amount of pay-outs, and other economic and social factors. X. Basis of Accounting. For government-wide financial statements and for proprietary funds the City of Wichita Falls uses the economic resource measurement focus and the accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Grants and similar items are recognized as soon as all eligibility requirements imposed by the provider have been met. Government fund-level financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the government considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Expenditures are generally recorded when a liability is incurred, as per accrual accounting. However,debt service expenditures,as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. 57 POLICY STATEMENTS Property tax,franchise fees,and sales tax associated with the current fiscal period are all susceptible to accrual and are recognized as revenues of the current fiscal period. Y. Budgetary Accounting. The funds included in the annual budget document are governmental and proprietary. Included Funds are budgeted on a basis consistent with Generally Accepted Accounting Principles (GAAP). However, there are differences between budgetary accounting and GAAP. These differences have to do primarily with encumbrance recognition, depreciation, and the accrual of items such as compensated absences, which appear in the financial statements, but are only recognized as an expenditure in the year they are due for budgetary purposes. Budgets are prepared in accordance with the modified accrual basis of accounting,which recognizes revenues when they are measurable and available and expenditures when a liability is incurred. During the year, the City maintains the accounting system on the same basis as this budget. The Water and Sewer Fund is reported,for budgetary purposes only, as four separate funds. Because the funds in each fund are available and measurable for debt service reporting, the funds are reported for accounting purposes as one fund. The budget is considered balanced with all planned revenues and other available sources balance to all planned expenditures. Z. Contingency Appropriations. The budget may include contingency appropriations within designated operating departmental budgets. These funds are used to offset expenditures for unexpected maintenance or other unanticipated expenses that might occur during the year. Use of these funds is limited to the fund in which the funds are budgeted. Funds may only be used with approval of the City Manager. If purchasing thresholds are met,funds may only be used through action of the City Council. AA.Additional Resources. Additional information may be found in the City's Annual Comprehensive Financial Report and the City's Charter, listed at www.wichitafallstx.gov. BB.Financial Ethics The City of Wichita Falls holds itself and its employees to a high moral and ethical code of conduct. City employees with access to financial technology, records, or cash handling operations,will perform their duties with due diligence and with care. Department heads and managers will promote ethical conduct within their departments, particularly toward the maintenance of the City's financial books and records when the City prepares its annual audit. Standards of Conduct represent the City's values, and the practices public servants ought to follow. 58 POLICY STATEMENTS BASIS OF PRESENTATION—FUND ACCOUNTING The City of Wichita Falls, like other state and local governments, uses fund accounting to provide more detailed information about the City's most significant funds, not the City as a whole. A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. Some funds are required to be established by state law or bond covenants. However,the City Council establishes many other funds to help it control and manage money for particular purposes or to show that it is meeting legal responsibilities. All City funds can be divided into three categories: governmental funds, proprietary funds, and fiduciary funds. The City's major funds are the General Fund,the Water& Sewer Fund and the Sanitation Fund. FIDUCIARY FUNDS Fiduciary funds are used to account for resources held for the benefit of parties outside the government.The City has one fiduciary fund, an Agency Fund,which is not accounted for in this document.This fund is used to account for property that has been abandoned or unclaimed pending escheatment of the State of Texas. Fiduciary Funds are used to account for resources that are not reflected in the government-wide financial statements because the resources of these funds are not available to support the City's own programs. The accounting method used for fiduciary funds is much like that used for proprietary funds. Financial statements for this fund may be found in the City's Annual Comprehensive Financial Report. GOVERNMENTAL FUNDS These funds are used to account for the majority of the City's activities. Governmental fund financial statements are reported using an accounting method identified as the modified accrual basis of accounting, which measures cash and all other financial assets that can be readily converted to cash. The governmental funds focus on near- term inflows and outflows of expendable resources, as well as expendable resources available at the end of the fiscal year for future spending. Fund balance in governmental funds is represented by the Net Position. The General Fund is the general operating fund of the City. All general tax revenues and other receipts that are not allocated by law or contractual agreement to some other fund are accounted for in this fund. General operating costs,fixed charges,and capital improvement costs that are not paid through other funds are paid from the General Fund. Special Revenue Funds are used to account for and report the proceeds of specific revenue sources that are restricted or committed to expenditure for specific purposes other than debt service or capital projects. • The City's Special Revenue Fund is used to account for grants not anticipated to be repeated in subsequent years. • The Hotel/Motel Fund includes the Convention and Visitors Division and is funded through receipts from a hotel occupancy tax on local hotels/motels. This revenue must be used to fund projects that attract conventions and tourists to Wichita Falls. In the event of a shortfall in this fund,the General Fund budgets for and provides a yearly subsidy. • The Community Development Block Grant Fund (CDBG) is funded by federal grants. The CDBG is used to fund projects that benefit low and moderate-income individuals,families, or areas. • The other Special Revenue Funds are restricted by state statute or by grant contracts. • Venue Tax revenue is used to fund projects classified as a venue such as an arena, coliseum, stadium, or any other facility build to accommodate sports events or community events. 59 POLICY STATEMENTS The Debt Service Fund is used to account for and report payments for City debt service. PROPRIETARY FUNDS When the City charges customers for services it provides, whether to outside customers or to other units within the City,the activities are generally reported in proprietary funds.The City of Wichita Falls maintains two different types of proprietary funds: enterprise funds and internal service funds. Proprietary funds are reported using the economic resources measurement focus and the accrual basis of accounting in the City's financial statements.The fund balance in a proprietary fund is, in accounting, referred to as 'working capital', it is the variance between current assets and current liabilities. This is because proprietary funds report long-term commitments not reported in the governmental funds. Enterprise funds are used to account for the City's water and sewer operations, sanitation collection and disposal services, regional and municipal airports, transit operations, storm water drainage improvements, MPEC, golf course, and waterpark operations. Internal service funds are an accounting device used to report activities that provide supplies and services to other City programs, such as fleet maintenance, print shop services, information technology, and the employee benefit trust. Because these services benefit both governmental and business-type functions, they have been allocated between governmental and business-type activities in the government-wide financial statements. Enterprise funds are reported using the accrual basis of accounting and the economic resources measurement focus. Budget vs Accounting: The Water and Sewer Fund, Sanitation Fund, and Stormwater Fund are enterprise funds. Enterprise funds are used to account for operations: 1) Which are business-type activities, where the intent of the governing body is that the costs of providing goods/services to the general public on a continuing basis be financed primarily through user charges; or 2) Where the governing body has decided that periodic determination of revenue earned, expenses incurred, and/or net income is appropriate for capital maintenance, public policy, management control, accountability, or other purposes.These revenues are also used to retire revenue bond debt and to fund various capital construction projects. For budget purposes, the Water and Sewer Fund is represented as a group of funds which include the primary operating fund as well as the capital funds for Lake Ringgold, Microfiltration and Reverse Osmosis Fund,and Water & Sewer Capital. Internal service funds are used to account for the financing of goods/services provided by one department or agency to other departments or agencies of the City on a cost-reimbursement basis. The Fleet Maintenance Fund is primarily financed through monthly charges to other City departments/divisions, which pay for vehicle rental, maintenance,fuel, services, and capital replacement. The Information Technology Fund is an internal service fund that provides other City departments/divisions with network, internet, applications, and communications support. Departments are charged monthly technology fees to finance this fund's operations and to cover the cost of computer replacement and network enhancements. 60 POLICY STATEMENTS The Capital Improvement Plan, while not a fund itself, includes capital expenditures that are distributed throughout the document in the applicable fund. POLICY COMPLIANCE The City of Wichita Falls continually monitors financial practices throughout the year to ensure strict adherence. These policies are reviewed annually and updated, when needed, to ensure continued compliance with the following provisions:the State of Texas Local Government Code,the Government Finance Officers Association of the United States and Canada—Best Practices, provisions of the Governmental Accounting Standards Board, and Generally Accepted Accounting Principles. Much of the City's financial compliance is regulated through the completion of the Annual Financial Audit. The result of the audit is compiled into the City's Annual Comprehensive Financial Report, which is available on the City's website. The report is shared with the Government Finance Officers Association and is rated for Financial Excellence. USE OF NON-RECURRING REVENUES Committed Fund Balance -the City's highest level of decision-making authority is vested in the City Council. A resolution is a formal action required to be taken to establish, modify,or rescind a fund balance commitment,and must be approved by the Council at a City Council Meeting. The resolution must either be approved or rescinded, as applicable, prior to the last day of the fiscal year for which the commitment is made. The amount subject to the constraint may be determined in the subsequent period. Assigned Fund Balance-The City Council has authorized the City's Chief Financial Officer as the official authorized to assign fund balance to a specific purpose as approved by this fund balance policy. Minimum Unassigned Fund Balance General Fund - It is the goal of the City to achieve and maintain an unassigned fund balance in the general fund equal to 20%of expenditures (including operating transfers out). The City considers a balance of less than 15%to be cause for concern,barring unusual or deliberate circumstances,and a balance of more than 25%as excessive. If unassigned fund balance falls below the goal or has a deficiency, the City will plan to adjust budget resources in subsequent fiscal years to restore the balance. Water and Sewer Fund - It is the goal of the City to achieve and maintain an unassigned fund balance in the water and sewer fund equal to 20%of operating expenditures (including operating transfers out). The City considers a balance of less than 15%to be cause for concern, barring unusual or deliberate circumstances, and a balance of more than 25%as excessive. If unassigned fund balance falls below the goal or has a deficiency,the City will plan to adjust budget resources in subsequent fiscal years to restore the balance. Sanitation Fund - It is the goal of the City to achieve and maintain an unassigned fund balance in the sanitation fund equal to 20%of operating expenditures (including operating transfers out). The City considers a balance of less than 15%to be cause for concern, barring unusual or deliberate circumstances, and a balance of more than 25% as excessive. If unassigned fund balance falls below the goal or has a deficiency,the City will plan to adjust budget resources in subsequent fiscal years to restore the balance. Appropriation from unassigned fund balance shall require the approval of the City Council and shall be only for one-time expenditures, such as capital purchases, and not for on-going expenditures unless a viable plan designated to sustain the expenditures is simultaneously adopted. The City Council may appropriate unassigned 61 POLICY STATEMENTS fund balances for emergency purposes, as deemed necessary, even if such use decreases the fund balance below the established minimum. Order of Expenditure of Funds When multiple categories of fund balance are available for expenditure (for example, a construction project is being funded partly by a grant,funds set aside by the City Council,and unassigned fund balance),the City will start with the most restricted category and spend those funds first before moving down to the next category with available funds. CITY FUNDS LIST Major/Non- Fund Fund Type Major Description Appropriated GOVERNMENTAL FUNDS: General Fund General Fund Major General Fund Yes Debt Service Fund Governmental Non-major Debt Service Yes Hotel/Motel fund Governmental Non-major Special Revenue Yes Water& Sewer Capital Fund Governmental Non-major Capital Fund Yes Microfiltration and Reverse Osmosis Fund Governmental Non-major Capital Fund Yes Lake Ringgold Fund Governmental Non-major Capital Fund Yes Community Development Fund Governmental Non-major Special Revenue Yes Section 8 Housing Fund Governmental Non-major Special Revenue Yes HOME Fund Governmental Non-major Special Revenue Yes Transportation Planning grant Fund Governmental Non-major Special Revenue Yes State Routine Airport Maint. Fund Governmental Non-major Special Revenue Yes Community& Rural Health Fund Governmental Non-major Special Revenue Yes TX Healthy Communities Governmental Non-major Special Revenue Yes Infectious Disease Fund Governmental Non-major Special Revenue Yes Tuberculosis Grant Governmental Non-major Special Revenue Yes Immunization Grant Program Fund Governmental Non-major Special Revenue Yes Comprehensive Cancer Control Program Fund Governmental Non-major Special Revenue Yes WIC Fund Governmental Non-major Special Revenue Yes Emergency Management Fund Governmental Non-major Special Revenue Yes PROPRIETARY FUNDS: Water& Sewer Fund Proprietary Major Enterprise Yes Sanitation Fund Proprietary Major Enterprise Yes Regional Airport Fund Proprietary Major Enterprise Yes Kickapoo Airport Fund Proprietary Non-major Enterprise Yes Transit Fund Proprietary Non-major Enterprise Yes Storm Water Fund Proprietary Non-major Enterprise Yes Waterpark Fund Proprietary Non-major Enterprise Yes Golf Course Fund Proprietary Non-major Enterprise Yes Fleet Fund Proprietary Non-major Internal Svc. Fund Yes Information Technology Fund Proprietary Non-major Internal Svc. Fund Yes Duplicating Services Fund Proprietary Non-major Internal Svc. Fund Yes Additional funds not appropriated in this budget include,funds used to account for long term debt,funds held in trust and agency funds, information on all funds may be found in the City's Annual Comprehensive Financial Report. 62 POLICY STATEMENTS FUND STRUCTURE CHART Governmental Funds Proprietary Funds General Fund Debt Service Hotel/Motel Water& Sewer Fund Sanitation Fund Regional Fund Tax Fund Airport Fund 1..:1aCar and City • Utility Collection - Refuse Collection .c.nt - Utilities Admin Transfer Station • De:t - Multi-Purpose Event - Landfill - Regional Airport fas=per - UtilityEquipment Ad nistration Centeroperations Services r_ a Pa_curces • ccneentionVisitor's Transit Fund Special E_.edU - Water Di. Ib.tlol Stormwater -r c: • Sewer P.e17al:ili:Etiol- .'e'a 7El.00ic Revenue .oi:--e•:p cps Fund I'`:;--a:':n Water_e.'C=of :v'ly t .e•ta.-...I.. pal Funds Water& ;+;ate-P_`i-iCtio1-p • aint. _rsp.Prel+. • Storm Water ::.r:,_C '3tions Sewer Capital • Wastewacer Collection • =.61it1ransp. E. c;'.'ant Planning ❑rainage __ ._- Fund Wastewater Treatment • I-i-.n:EEC- • Transit HUB Cps he_I:'iC-1 n G'E.': N_,,.tE,g - T.be :__Ga•t Microfiltration - -r�'t.'_i' ::I Kickapoo Waterpark Fund Fleet Maintenance & Reverse E-'-:^me- Airport Fund Fund "I HE::h Osmosis Fund • Castaway Ccve Cc^-r-u•t„ Kit!apcz.ei•per: • Fleet Replacement and Pc: _. 0_ar'atans - I--a:::.a Ci=ea_e Lake Ringgold Maintenance F n=oc_ cc pa--r::e Fund Information Golf Course Fund Duplicating a a: =: to = e P` `a 1 Service Fund Services Fund • Eras-:;Mgmt "Cantra:ted Ma nagement"" AEE '•.:G•ant �� _: =ar< • C_'"-"-_ • Intl-nation ouplicating Svc Internal H . Fr.,: c. ..,t Ta:hnclog'r Svc - C::30_'=--•o it'on F:I =.--.:Hess C:.'L0: •: ng - C_3v-7:T-a,-og - C2s•3 Deliver,. Ci-•. =ts = a ,a:ar. • s::xi Housing .e a'=-I Planning E. C ng&code TIfS'E_:rtES on PIV-•i•g 0•ant E'EI Property F cc Pdpr. L6e L.7rd•9in �� ==I1':ffic ;:ri-istration E'=r, 'I' E _ EE g L,Eev 63 POLICY STATEMENTS INVESTMENT POLICY Introduction The purpose of this policy is to set forth specific policy and strategy guidelines for the City's investments. This policy shall guide the City in its investment activity pursuant to all applicable laws. Decision making, reporting,and portfolio guidelines are outlined here, as are the objectives, standard of care, and investment strategies.The City will prioritize the safety of principle and assets, liquidity, and then yield. All investment activity will be guided by this policy.The policy will be reviewed annually by the City Council, City Manager, and the Investment Officer. 1 This policy has been reviewed and certified by the Government Treasurers Association of Texas to meet all requirements of the Public Funds Investment Act. Date of last review: 08.03.21. Policy Statement The City of Wichita Falls,through this investment policy,will implement and maintain standards for all investment activity that will prioritize: 2 1. Safety of principal 2. Liquidity 3. Yield Policy Objectives The objectives of the City of Wichita Falls (the City) Investment Policy shall be: • To set forth methods, means, and goals of financial investment and debt management operation for the City. • To insure the financial security and optimum liquidity of the City's funds at all times. • To assist the City in achieving the maximum total investment of the City's funds in a prudent manner at all times. • To assist the City in achieving the maximum interest yield on the City's funds at all times through methods allowed under Federal and State Law and in accordance with the City's current Bank Depository Contract. Investment Strategy The City maintains portfolios which utilize the following investment strategy considerations designed to address the unique characteristics of the fund groups represented in the portfolios. Scope& General Strategy The City's investment portfolio shall consist of a variety of securities which may include any or all of the authorized investments listed in Authorized Investments of this Policy. The City will maintain separate portfolios or one commingled portfolio which will utilize the specific investment strategy considerations list for each fund type below. It shall be the general practice of the City to utilize an investment strategy based on the Standard of Care, of this Policy,which also defines yield objectives,as well as the Public Funds Investment Act,Chapter 2256 of the Texas Government Code (the Act). It is the City's intent to hold purchased securities to the stated 1 In Compliance State of Texas, Public Funds Investment Act, with PFIA Sec. 2256.005. 2 In accordance with the State of Texas, Public Funds Investment Act, 22556.005(b)(2)and 2256.005(b)(3). 64 POLICY STATEMENTS maturity date and to have invested in such a manner to ensure both the safety and liquidity of such transaction. The City will maintain a diversified investment portfolio with the intention of experiencing minimal volatility during economic cycles. In the event, however,the need arises to sell securities before the stated maturity date, said securities shall be analyzed to determine the appropriate time to liquidate said securities and minimize any potential real or book value loss to the City. In the event that an investment's rating is decreased, all prudent measures will be taken to determine if the quality of the investment remains within the investment standards of the City. If it does not, all prudent measures will be taken to liquidate the investment. ' General Operating Funds The City's investment strategy for General Operating Funds shall be made to ensure that anticipated cash flows are matched with adequate investment liquidity. Bond Operating Funds The City shall utilize an investment policy for Bond Operating Funds to generate a dependable revenue stream for the appropriate debt service funds consistent with the City's Investment Policy and state law. Debt Service Funds The City shall utilize as the primary objective for the investment of Debt Service Funds adequate liquidity to cover the debt service obligation of the City on required payment dates. Investments shall not have a stated final maturity date which exceeds the appropriate debt service payment date. Special and Trust Funds The City shall invest Special and Trust Funds in accordance with state law and the City's Investment Policy to the maximum ability that such investments may benefit the City directly, or utilize said funds in a method that such funds may benefit the City indirectly. Investment Officer In accordance with PFIA 2256.005 (f),the City of Wichita Falls Chief Financial Officer is the Investment Officer(10) and is responsible for establishing operating policies, which will ensure that investments are maintained in a proper and prudent maturity distribution, represent sound extensions of credit, and are appropriate investments with regard to regulatory and legal requirements. The 10 will be accountable to the City Manager. Ultimate responsibility for management of the investment portfolio rests with the 10. It is expected that the 10 may wish to delegate one or more of the specific investment objectives. Sales from the portfolio must be approved by the 10 and the City Manager. At least bi-annually,the City Council shall be provided with information regarding securities, purchases, and sales of the previous period to determine their adherence to the Investment Policy and applicable laws and regulations. Investment strategies should be formulated with special regard to the City's liquidity needs, cash flow requirements, the projected economic environment, and policy guidelines as established by the Investment Policy. 3 PFIA 2256.021 65 POLICY STATEMENTS Summary information must be provided to the City Council on the composition, size, quality, maturity, yield, and current market valuations for the Investment Portfolio. Implementation of this policy is the responsibility of the Investment Officer. Conflicts of Interest& Ethics Disclosure In accordance with this policy, the 10 will file a disclosure statement with the Texas Ethics Commission and the governing body if: The officer has a personal business relationship with a business organization offering to engage in an investment transaction with the City (as defined in 2256.005 (i)(1-3)); or the officer is related within the second degree by affinity or consanguinity, as determined under Chapter 573 of the Texas Government Code,to an individual seeking to transact investment business with the City.' Investment Training Investment training is required for the treasurer,CFO,and the investment officer(s)of a local government. Training must be received from an independent source, approved by the City's governing body or investment committee, and must include education in investment controls, security risks, strategy risks, market risks,diversification of investment portfolio, and compliance with PFIA.Ten hours of training must be completed within 12 months of taking office or assuming duties.Thereafter,ten hours of training must be completed every two years.' Diversification, Cash Flow& Portfolio Management The 10 shall be required to diversify maturities. The 10, to the extent possible, will attempt to match investments with anticipated cash flow requirements. Matching maturities with cash flow dates will reduce the need to sell securities prior to maturity,thus reducing market risk. Unless matched to specific requirements, the 10 may not invest more than 30% of the portfolio for a period greater than two (2) years. Standard of Care The City's investments shall be made with judgment and care under circumstances then prevailing that persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived and optimum liquidity required for operations in the City. Safety shall be the first priority, adequate liquidity the second, and yield,the third priority. Individual investments shall be made in a manner consistent with this Policy. Prudence The standard of prudence to be used in the investment function shall be the"prudent person" standard and shall be applied in the context of managing the overall portfolio. This standard states: "Investments shall be made with judgment and care, under circumstances then prevailing,which persons of prudence, discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the expected income to be derived." 4 PFIA 2256.005(i) 5 PFIA 2256.008 66 POLICY STATEMENTS Investment Policy Certification All investment activity under this policy requires that investments shall only be made with the business organizations(including money market mutual funds and local government investment pools)that have provided the City with a written instrument, executed by a qualified representative of the firm, acknowledging that the business organization has: a. received and reviewed the City's Investment Policy; and b. implemented reasonable procedures and controls in an effort to preclude investment transactions conducted between the entity and the organization that is not authorized by the entity's Investment Policy, except to the extent that this authorization is dependent on an analysis of the makeup of the City's entire portfolio or requires an interpretation of subjective investment standards.' Authorized Investments In accordance with authorizing federal and state laws,the City's Depository Contract, and appropriate approved collateral provisions,the City may utilize the following types of investments for the City's funds: • U.S.Treasury Securities • Federal Agencies • Municipal Bonds • Certificates of Deposit and Share Certificates • Repurchase Agreements • Bankers' Acceptances • Commercial Paper • Mutual Funds • Public Investment Pools The City may invest in only these investments authorized by the Act, Sec. 2256.009.The City may not invest in any investments unauthorized by the Act, Sec. 2256.009(b)(1-4). U.S. Treasury Securities U.S.Treasury securities are direct obligations of the United States Government. U.S.Treasury obligations are the highest quality and are the most liquid and marketable of investment securities. Investments in this category will include Treasury bills, Treasury notes, and Treasury bonds. U.S. Treasury bills are sold on a discount basis and have initial maturities of three months, six months, and one year. U.S. Treasury notes and Treasury bonds are coupon-bearing instruments with initial maturities from two to ten years for notes and ten to thirty years for bonds. The average life of the U.S. Treasury securities portfolio will not exceed 2.5 years and no individual security will exceed 5 years in maturity. Treasuries may comprise up to 100%of the Investment Portfolio. Federal Agencies After U.S. Treasury securities, Federal agency securities are generally regarded as the next highest quality investment suitable for the portfolio. Federal agency obligations are usually acceptable for pledging and other collateral requirements. Agencies generally offer a rate of return slightly higher than direct U.S. Treasury securities. The spread difference in yield 6 PFIA 2256.005(k-I) 67 POLICY STATEMENTS will be effected by the general level of interest rate, markets, and economic conditions at any given time. Consideration should be given to the spread relationship existing when portfolio investment decisions are made. Securities included in this category are debt issuance by the Federal Farm Credit System (Farm Credits), Federal Home Loan Bank (FHLB), the Federal National Mortgage Association (FNMA), the Student Loan Marketing Association (SLMA), the Federal Home Loan Mortgage Corporation (FHLMC or "Freddie Mac"), the Government National Mortgage Association (GNMA or"Ginnie Mae"), and Small Business Administration (SBA). The average life of the U.S. agency section of the portfolio will not exceed 2.5 years and no individual security will exceed 5 years in maturity. U.S. agencies may comprise up to 100%of the Investment Portfolio Municipal Bonds Any direct obligations of the State of Texas or its agencies and instrumentalities, the 10 shall consider prudent diversification of investment holdings per obligor. Compliance with all legal and regulatory guidelines shall be adhered to in the purchase and holding of securities. Taxable municipal obligation purchases may be made but are subject to the same credit, maturity, and geographic distribution requirements that may be applicable as dictated by the Investment Policy. Credit information will be maintained sufficiently for management of the City to exercise an informed judgment in determining whether the securities should be purchased and to enable regulators to determine that each security purchased meets all statutory and regulatory requirements. Credit information sufficient for the 10 and City Manager to comply with all statutory and regulatory requirements relating to the approval of each investment shall be provided. The City shall retain all records relating to transactions in its investment portfolio as may be required by statute or regulation. Additional consideration will be given to the increased yield spread of taxable municipals over all other taxable investment alternatives. Various political subdivisions of state and local government issue debt through municipal securities generally under two categories: general obligation (G.0.) and revenue bonds. G.O. bonds are issued for a variety of public financing needs. They are generally regarded as the most credit worthy of municipal securities as they are backed by the taxing authority of the issuing governmental entity. Revenue bonds are issued to finance specific projects (i.e. water and/or sewer revenues)and depend on the revenue or fee generated from the projects for repayment of principal and interest. Bonds with a minimum Moody's Investors Service of A or Standard& Poor's Service rating of A shall be considered as eligible portfolio investments. An exception may be made for local,well-known credit issues where the cost of obtaining a credit rating by the issuing body is prohibitive. Geographical distribution of municipals is an effective method of diversifying the City's overall credit risk and maximizing income potential. The City will consider the following credit information on general obligation municipals to be purchased: 1) Relationship of debt burden to property valuation. 2) Reasonableness of debt burden on a per capita basis. 3) Sinking fund provisions. 4) Historical trends of debt. 5) Future debt service requirements. 6) Assessed valuation, including basis of assessment. 7) Relationship of tax burden to property valuation. 8) Tax collection record. 68 POLICY STATEMENTS 9) Recent trends in tax rates. 10) Economic background. 11) Debt paying ability. 12) Population trends. The City will consider the following credit information on revenue municipals to be purchased: 1) The number of times gross revenue covers debt service (coverage). 2) The segregation of revenue funds from general funds. 3) The flow of revenues to specific reserve accounts. 4) Special covenants that may limit default remedies. The average maturity of this section of the portfolio will be no greater than two years and comprise no more than 25%of the Investment Portfolio. Certificates of Deposit and Share Certificates A certificate of deposit or share certificate is an authorized investment if the certificate is issued by a depository institution that has its main office or a branch office in the state of Texas, and is guaranteed or insured by the Federal Deposit Insurance Corporation or its successor or the National Credit Union Share Insurance Fund or its successor, or secured by obligations described in the Act, including mortgage-backed securities directly issued by a federal agency or instrumentality that have a market value of not less than the principal amount of the certificates, but excluding those mortgage-backed securities of the nature described by the Act; or secured in any other manner and amount provided by law for deposits of the investing entity. Total collateralized Certificates of Deposits may comprise 100%of the Investment Portfolio. The average maturity of this section of the portfolio will be no greater than two years. In addition to the authority to invest funds in certificates of deposit under The Act, Sec. Sec. 2256.010, Subsection (a), an investment in certificates of deposit made in accordance with the following conditions is an authorized investment under this subchapter: (1) the funds are invested by an investing entity through a depository institution that has its main office or a branch office in this state and that is selected by the investing entity; (2) the depository institution selected by the investing entity under Subdivision (1) arranges for the deposit of the funds in certificates of deposit in one or more federally insured depository institutions, wherever located,for the account of the investing entity; (3) the full amount of the principal and accrued interest of each of the certificates of deposit is insured by the United States or an instrumentality of the United States; (4) the depository institution selected by the investing entity under Subdivision (1) acts as custodian for the investing entity with respect to the certificates of deposit issued for the account of the investing entity; and (5) at the same time that the funds are deposited and the certificates of deposit are issued for the account of the investing entity, the depository institution selected by the investing entity under Subdivision (1) 69 POLICY STATEMENTS receives an amount of deposits from customers of other federally insured depository institutions, wherever located, that is equal to or greater than the amount of the funds invested by the investing entity through the depository institution selected under Subdivision (1). (The Act, Sec. 2256.010) Repurchase Agreements Fully collateralized repurchase agreements are authorized under the Act, Sec. 2256.011, if the repurchase agreement has a defined termination date; is secured by obligations described by the Act; and requires the securities being purchased by the entity to be pledged to the entity, held in the entity's name, and deposited at the time the investment is made with a third party selected and approved by the entity; and is placed through a primary government securities dealer, as defined by the Federal Reserve, or a financial institution doing business in the State of Texas. "Repurchase agreement" means a simultaneous agreement to buy, hold for a specified time, and sell back at a future date,obligations described by the Act at a market value at the time the funds are dispersed of not less than 102% of the principal amount of the funds dispersed. The term of the repurchase agreements may not exceed 180 days. Notwithstanding any other law, the term of any reverse security repurchase agreement may not exceed 90 days after the date the reverse security repurchase agreement is delivered. Money received by an entity under the terms of a reverse security repurchase agreement shall be used to acquire additional authorized investments, but the term of authorized investments acquired must mature not later than the expiration date stated in the reverse security repurchase agreement. Total investment in repurchase and reverse repurchase agreements may not exceed 25%of the Investment Portfolio. Bankers'Acceptances Bankers' Acceptances are an authorized investment under the Act, which has a stated maturity of 270 days or fewer from the date of its issuance; will be, in accordance with its terms, liquidated in full at maturity; is eligible for collateral for borrowing from a Federal Reserve Bank; is accepted by a bank organized and existing under the laws of the United States or any state, if the short-term obligations of the bank, or of a bank holding company of which the bank is the largest subsidiary, are rated not less than A-1+or P-1 or an equivalent rating of at least one nationally recognized credit rating agency(The Act, Sec. 2256.012). Such individual transactions shall not exceed 5%of the total City's Investment Portfolio, and all such endorsing banks shall come only from a list of entities who are constantly monitored as to financial solvency. Total Bankers' Acceptances may not exceed 15% of the Investment Portfolio. Commercial Paper The City may invest in Commercial Paper.The paper must have a stated maturity of 365 days or less from the date of issuance and a rating of A-1+ or P-1 or higher. If an equivalent rating system is used, the rating must be completed by at least two nationally recognized credit rating agencies or one nationally recognized credit rating agency and be fully secured by an irrevocable letter of credit issued by a bank organized and existing under the laws of the United States or any state (The Act, Sec. 2256.013). Such transactions shall not exceed 15% of the total City's Investment Portfolio with no more than 5%in any one name, and all such providers of letters of credit shall come only from a list of entities who are constantly monitored as to financial solvency. 70 POLICY STATEMENTS Mutual Funds The City may also invest in no-load money market mutual funds regulated by the Securities and Exchange Commission, which has a dollar-weighted average stated maturity of 90 days or fewer, and include in its investment objectives the maintenance of a stable net asset value of$1 for each share. (The Act, Sec. 2256.014) A no-load mutual fund is an authorized investment under this Subchapter if: • It is registered with the Securities and Exchange Commission; • The average weighted maturity is less than two years; • It is invested exclusively in obligations approved by the Act; • It is continuously rated as to investment quality, by at least one nationally recognized investment firm of not less than AAA or its equivalent; • It conforms to the requirements set forth in the Act, relating to the eligibility of investment pools to receive and invest funds of investing entities. The City is not authorized to invest, in aggregate, more than 80% of its monthly average fund balance, excluding bond proceeds, reserves and other funds held for debt service, in money market mutual funds as set forth herein above, or mutual funds as herein set forth above, either separately or collectively. The City may not invest, in aggregate, more than 15% of its monthly average fund balance, excluding bond proceeds, reserves, and other funds held for debt service, in mutual funds as herein above described. The City may not invest any portion of bond proceeds, reserves and funds held for debt service, in mutual funds herein described above;or invest its funds or funds under its control,including bond proceeds and reserves and other funds held for debt service, in any one mutual fund as herein set out above in an amount that exceeds 10%of the total assets of the mutual fund. Public Investment Pool The City may invest in a public investment pool meeting the requirements of the Act.The Act, Sect. 2256.016, "An entity may invest its funds and funds under its control through an eligible investment pool if the governing body of the entity by rule, order, ordinance, or resolution, as appropriate, authorizes investment in the particular pool. An investment pool shall invest the funds it receives from entities in authorized investments permitted by this subchapter. An investment pool may invest its funds in money market mutual funds to the extent permitted by and consistent with this subchapter and the investment policies and objectives adopted by the investment pool". Investment in this type of pool may not exceed 90%of the Investment Portfolio. Competitive Bidding All individual security purchases and sales must include at least three competitive bids or offers. Competitive bidding requirements do not apply to the purchase or sale of money market mutual funds, local government investment pools, or when-issued securities, which are deemed to be made at prevailing market rates. Bidders List In accordance with PFIA 2256.025, the City will establish and review, at least annually, a list of qualified brokers that are authorized to engage in investment transactions with the City. This list will be maintained by the City's Financial Advisors and made available upon request. 71 POLICY STATEMENTS Safekeeping and Collateralization The laws of the State and prudent treasury management require that all purchased securities be bought on a delivery versus payment basis'and be held in safekeeping by either the City, an independent third party financial institution, or the City's designated depository. All safekeeping arrangements shall be designated by the 10 and an agreement of the terms executed in writing. Securities and collateral will be held by a third party custodian designated by the City and in the City's name. The third-party custodian shall be required to issue safekeeping receipts to the City listing each specific security, rate, description, maturity, CUSIP number, and other pertinent information. Each safekeeping receipt will be clearly marked that the security is held for the City or pledged to the City. Collateralization shall be required on two types of investments certificates of deposits over the FDIC insurance coverage of$250,000 and repurchase agreements. In order to anticipate market changes and provide a level of additional security for all funds,the collateralization level required will be 102%of the market value of the principal and accrued interest. Evaluation and Reporting The 10 shall submit quarterly reports to the City Council containing sufficient information to permit an informed outside reader to evaluate the investment program.' At a minimum,this report shall: • describe in detail the investment position of the entity on the date of the report; • be prepared jointly by all investment officers of the entity; • be signed by each investment officer of the entity; • contain a summary statement of each pooled fund group that states the; • beginning market value for the reporting period; • ending market value for the period; • fully accrued interest for the reporting period; • the account or fund or pooled group fund in the City for which each individual investment was acquired; and • the compliance of the investment strategy expressed in the City's investment policy; and The Act. For investments outside of the investment pools,the report may also contain: • book value and market value of each separately invested asset at the end of the reporting period by the type of asset and fund type invested; • the maturity date of each separately invested asset that has a maturity date; • If the City invests in other than money market mutual funds, investment pools or accounts offered by its depository bank in the form of certificates of deposit, or money market accounts or similar accounts, the reports prepared by the investment officers under this section shall be formally reviewed at least annually by an independent auditor, and the result of the review shall be reported to the governing body by that auditor. • Beginning and ending market value of the portfolio and total portfolio, PFIA 2256.005(b)(4)(E) 8 The Act,Sec.2256.022 72 POLICY STATEMENTS • Beginning and ending carrying (Book) value of the portfolio by market sector and total portfolio, if applicable, • Transactions which change market and book value, detail reporting on each asset(book, market, and maturity dates at a minimum), • Overall current yield of the portfolio, and • Overall weighted average maturity of the portfolio, and maximum maturities in the portfolio. Internal Controls Investments are audited in conjunction with the City's Annual Financial Audit. If investments are outside of money market mutual funds, investment pools or accounts offered by its depository bank in the form of certificates of deposit, or money market accounts or similar accounts these investments are subject to a compliance audit of management controls and adherence to this investment policy.' Investments which may become ineligible after purchase, which were eligible at the time of purchase, will not be required to be liquidated until such investment reaches its date of maturity.10 Securities Dealers/Transactions The City has employed Sentry Management, Inc. (SMI) to provide professional investment advice for the City's investment portfolio and other related investment areas such as asset/liability and interest rate risk analysis. SMI is registered with the Securities and Exchange Commission as a registered investment adviser and municipal advisor. SMI may be employed on a set fee basis only, and may not act as a dealer. The 10 and City Manager recognize the importance of receiving objective, professional advice in management of the investment portfolio, however it is explicitly understood the City, through the 10, does not delegate responsibility for the portfolio to SMI. All acquisitions and/or sales of securities will be directly at the discretion of the City. SMI places dealers in competition on purchases and sales and maintains records of each transaction. Transactions are done on a "best execution" basis, which precludes limiting any individual dealer's securities' volume with the City. Setting maximum volume quotas could force the City to purchase or sell securities at less than the best price and would not be in the best interest of the City. Further, SMI may not execute a transaction for the City without specific authorization from the City. The City may have transactions with any Federal Reserve Reporting Government Dealer (Primary Dealer). The Federal Reserve requires all Primary Dealers to maintain large capital and be financially solvent. In addition to Primary Dealers,the City may have security transactions with the dealers listed on Exhibit A. Current financial information is maintained by SMI on the dealers listed on Exhibit A and is made available to the City. Additionally, the City will maintain information on each dealer listed. The City may purchase or sell any of the approved investments listed in the Investment Policy from or to any of the approved securities dealers. It shall be the City Manager's and the 10's responsibility to review the dealers'financial condition. Considerations of each dealer will be the dealer's capital and financial strength and general reputation with other financial 9 PFIA 2256.055(m) 10 PFIA 2256.017 73 POLICY STATEMENTS institutions and investment dealers. Whenever available and possible, the City will consider information from state or federal securities regulators and securities industry self-regulatory organizations, such as the National Association of Securities Dealers, concerning any formal enforcement actions against the dealer, its affiliates or associated personnel. In the event that Sentry Management is not involved in a transaction,the City will be responsible for the following: Every dealer with whom the City transacts business will be offered a copy of this Investment Policy to assure that they are familiar with the goals and objectives of the investment program. The broker/dealer will be required to return a signed copy of the Certification Form certifying that the policy has been received and reviewed. To further insulate the City from dealer exposure, the City will permit delivery-versus-payment settlement only on security transactions. Further, all securities will be held in safekeeping at the City's primary depository bank or another third party bank. All personal securities transactions by the 10 with the City's approved securities dealers are prohibited unless specific City Manager approval is received prior to the transaction. Periodic review of personal transactions with approved securities dealers will be performed by the City Manager. All of the City's records are available for unannounced, on-site inspection at SMI offices by any representative of the City. All investment management activities are to be conducted in accordance with the State of Texas, Public Funds Investment Act, 2256.005 (b)(3). Contracts with investment and financial advisors will be reviewed at least every three years, and put out to bid a minimum of once every 5 years from adoption of this policy. Exceptions to Policy This policy is intended to be flexible to deal with rapidly changing conditions in the City's economic environment and the global bond and money markets. Therefore,this policy can be amended by a review of the City Manager and 10, and/or a majority vote of the City Council. If amended in substance by the City Manager and 10, the changes will be presented to the City Council at the next regularly scheduled meeting.This policy shall be reviewed by the City Council, City Manager, 10 at least annually. Additional Policy Guidance Petty Cash Petty cash funds are used by City employees to pay cash for small business expenditures. City Departments are responsible for reconciling their Petty cash drawers to ensure that cash plus cash receipts are equal to the limit established for the fund. Petty cash drawers are kept in a locked, secured area with limited access.The Finance Department accounts for each Petty cash fund annually before the fiscal year end on September 30th. 74 POLICY STATEMENTS EXHIBIT B- PROHIBITED INVESTMENTS Per 1995 Public Funds Investment Act 10's INTEREST ONLY STRIPPED SECURITIES WITH UNDERLYING MORTGAGE-BACKED SECURITY COLLATERAL. PO's PRINCIPAL ONLY STRIPPED SECURITIES WITH UNDERLYING MORTGAGE-BACKED SECURITY COLLATERAL. CMO's COLLATERALIZED MORTGAGE OBLIGATIONS WITH A MATURITY GREATER THAN TEN (10) YEARS. CMO's COLLATERALIZED MORTGAGE OBLIGATIONS,WHICH HAVE AN INVERSE FLOATING RATE (COUPON). 75 TEXAS''.1;11);C4i 4 5116' General Fund 76 GENERAL FUND GENERAL FUND The City's Adopted General Fund Budget for FY 2024 totals$103,438,410.This budget is $86,808 or 0.08% higher than the prior year's Adopted Budget. The budget includes various projects and programs addressing key issues the City is facing such as inflation, increasing prices for supplies, chemicals, and services as well as employee pay, recruitment, and retention. The FY 2023 budget included the use of $8,690,000 in surplus funds for one-time expenditures in accordance with policy and charter. The FY 2024 Adopted Budget includes the use of $2M in available bond funds for street improvements. When these one-time costs are excluded, the budget for expenditures is$6,505,481 or 7.11% higher than the prior year budget. General Fund Fund Summary FY 2024 Projected Beginning Balance $ 25,022,000 Less: Restricted Balance 4,097,000 Available Balance $ 20,925,000 Revenues Taxes $ 85,8.52,149 Service Charges 3,236,758 Licenses &Permits 2,049,7001 Fines &Forfeitures 2,940,4001 Contributions 232,5001 Misc. Revenues 3,746,687 Transfer In 5,380,216 Other Financing Sources - Total Revenues $ 103,438,410 Expenditures Personnel Services 73,868,274 Supplies 2,669,721 Maintenance &Repair 1,829,630 Utilities/Other Services 10,439,762 Insurance &Contract Supp. 1,911,888 Debt Expenditures 323,913 Other Expenditures 4,942,274 Non-Capital Improvements 163,000 Capital Improvements 6,317,223 Transfers Out 972,726 Total Expenditures $ 103,438,410 Ending Balance $ 20,925,000 77 GENERAL FUND General Fund FY 2023 FY 2024 Revenues and Expenditures by Year FY 2022 Actual Adopted Budget Adopted Budget %6 Change Revenues Property Tax S 41,255,844 S 42,946,569 S 46,204,569 7.59% Sales Tax 31,099,772 30,680,000 31,725,000 3.41% Franchise Fees 5,684,241 5,465,127 5,527,634 1.14% Payments in Lieu of Taxes 1,439,374 1,550,000 1,438,446 -7.20% Other Tax Revenue 971,074 831,400 956,500 15.05% Service Charges 2,981,437 2,968,044 3,236,758 9.05% Licenses &Permits 2,296,894 1,701,991 2,049,700 20.43% Fines &Forfeitures 2,375,884 2,516,357 2,940,400 16.85% Contributions 239,454 213,419 232,500 8.94% Misc. Revenues 2,738,182 2,679,806 3,746,687 39.81% Total Operating Revenues $ 91,082,156 $ 91,552,713 $ 98,058,194 7.11% Transfer In 3,845,430 3,108,889 5,380,216 73.06% Other Financing Sources - 8,690,000 - -100.00% Total Revenues $ 94,927,586 $ 103,351,602 $ 103,438,410 0.08% Expenditures Personnel Services 63,506,778 S 68,882,329 5 73,868,274 7.24% Supplies 1,811,670 2,297,215 2,669,721 16.22% Maintenance &Repair 1,995,669 1,682,587 1,829,630 8.74% Utilities/Other Services 7,912,463 10,137,551 10,439,762 2.98% Insurance &Contract Supp. 1,848,306 1,953,026 1,911,888 -2.11% Debt Expenditures 308,090 315,884 323,913 2.54% Other Expenditures 3,918,079 4,719,200 4,942,274 4.73% Non Cap Improvements 136,405 154,541 163,000 5.47% Capital Improvements 2,794,330 8,326,673 6,317,223 -24.13% Transfers Out 2,117,302 4,882,597 972,726 -80.08% Total Expenditures $ 86,349,092 $ 103,351,602 $ 103,438,410 0.08% 78 GENERAL FUND Revenues by Source Expenditures by Use Property Tax I 44-44% 71.41% - Personnel Services Sales Tax 30.67% Uti Iities/Other 10.09% Other Taxes 7.66% Services 6.11% ' Capital Improvement_ Service Charges I 3.13% Ali Other 12.39% All Other REVENUES Total Operating Revenues in the General Fund are projected to be$98,058,194 which is an increase of$6,505,481 or 7.11%from the prior year budget.The increase is due to increased property tax revenue due to higher property values and new properties. Operating revenues represent recurring receipts which support the ongoing operations of the City. Total Revenues are projected to be $103,438,410 which includes Transfers In of $5,380,216. Property Tax(Ad Valorem Taxes):The Adopted Budget anticipates an increase of$3,285,000 or 7.59%in Property Tax revenues. Property Taxes make up about 47%of General Fund operating revenues making it the largest source of revenue available to the City to fund general operations. Property tax revenues have grown as the assessed value of properties have increased. In the last ten years, the City of Wichita Falls has faced economic challenges, including the impact from a record setting drought and a pandemic but has shown resiliency through a slow yet steady economic recovery.The average annual growth over the six-year period is 5.6%. Property Tax Budgeted Revenues Trended (in millions of $s) s,a $4 .5 $42.9 $46.0 $37.3 FY 2020 FY 2021 FY 2022 FY 2023 FY 2024 79 GENERAL FUND Sales Tax: Sales Tax represents about 32% of the Adopted Budget's General Fund operating revenues and is a volatile source of revenue.Sales Tax is derived from businesses operating within City limits and is applied to goods and services sold. Sales Tax is affected by changes in the economy, and it is projected that this revenue source will increase 3.41%from the prior year's budgeted collections. As you can see in the chart below,the FY 2024 budget includes a 1.00% increase from FY 2023 sales tax revenue. Sales Tax Revenue 55s.�Cf,27 $30,680,000 S31,411,000 S3',725,00C. 2 ,3E2.46 S25,205,998 22,19-20 2020-21 2021-22 2022-23 Es:. 2022-23 Est. 2023-24 xctaal Actual Actual Budget Of the total Sales Tax collected in the City, the State of Texas receives 6.25% and the City receives 2.00%. The proceeds from the City's portion of this tax are used to support the general operations of the City and to provide funds for infrastructure improvements and economic development. The City's sales tax is distributed as follows: • 1.5%is deposited into the City's General Fund • .25% is governed by a private non-profit economic development corporation, the Wichita Falls Economic Development Corporation(established pursuant to Section 4A of the Texas Development Corporation Act of 1979) • .25% is governed by a private non-profit corporation designed to make infrastructure improvements to attract economic activity to the community,the Type B Sales Tax Corporation(established pursuant to Section 4B of the Texas Development Corporation Act of 1979). 80 GENERAL FUND Franchise Fees: The City receives payments from ONCOR Electric, ATMOS Gas, Spectrum, and various telecommunication providers for the use of the City's right-of-way for their distribution lines. Generally, the City calculates a three-year average of payments from ONCOR and ATMOS to arrive at the revenue projection for those franchises. The budgeted amount for Spectrum is based on current year estimates, and the amount from telecommunication providers is based on the most recent number of access lines in the City's right-of-way. The Adopted Budget increases expected revenues from the prior year and utilizes the three-year average calculation. The Adopted Budget for FY 2024 is$5,527,634 which is 1.14% higher than the FY 2023 budget. Payments-In-Lieu of Taxes: The City receives Payments-In-Lieu of Property Tax from a few industries that are located outside the city limits as part of non-annexation agreements. These agreements guarantee that the City will provide fire protection and will not annex the industry into the city limits. In exchange, the industry provides a payment to the City that is based on a percentage of what they would have paid in property taxes had they been located inside the city limits. The FY 2024 Adopted Budget is $1,438,446 which represents the 3-year average of amounts collected. The FY 2024 Adopted Budget is $111,554 or -7.20% lower due to lower than expected collections on these agreements. Fines & Forfeitures: Municipal Court fines are set by the Municipal Court Judge. These fines will increase in the next year, generating a total increase in revenues of$424,043 or 16.85%from the prior year's adopted budget. Service Charges: All non-General Fund operations receive administrative support from the General Fund. This support includes the work performed in the following departments: • Finance and Accounting • Human Resources • Building Maintenance • Legal • City Clerk • General Administration Each year,the cost of these support services is allocated to user departments through an administrative overhead charge. As the costs for these services increase, and/or other non-General Fund operations use a higher percentage of these services, the administrative overhead charges received in the General Fund increase. General Fund service charges also include charges for health department services of$503,000 and a contract for services to Freedom Estates for$440,000. Miscellaneous Revenues & Interest Earnings: The Adopted Budget for this category is $3,746,687 which is $1,066,881 higher than the prior year. The City receives interest earnings from reserves that are invested with local government investment pools and fixed income securities. In recent years, low interest rates meant that interest earnings were below .25% but actions by the Federal Reserve have increased interest earnings to about 5%. The FY 2024 budget anticipates that these will reduce to 4.25% by the end of 2024. Transfers In: This category represents transfers in for franchise fees from the Water and Sewer Fund, the Sanitation Fund, and the Fleet Fund as well as a transfer in from bond funds for street improvements for a total of$5,380,216. 81 GENERAL FUND EXPENDITURES For FY 2024, General Fund budgeted expenditures are $103,438,410 which is an increase of $86,808 or 0.08% from the prior year. Increases include Merit/STEP and COLA increases for all City employees, a few new positions added, increased Capital Improvements, Utilities/Service Charges, and Debt Service payments due to higher principal payments required to remain on schedule.The FY 2023 budget included the use of$8,690,000 in surplus funds for one-time expenditures which are represented as transfers out to other funds and one-time expenditures of the General Fund. These expenditures are not included in the FY 2024 Adopted Budget. Personnel Services: The majority of expense in the General Fund is the cost of the personnel necessary to provide vital services to the community. Personnel services include expenses in the General Fund, which provide for the services of the following departments: • Police and Fire • Streets, Engineering, and Traffic • Municipal Court • Parks and Recreation • Planning, Inspections, and Property Management • Building Maintenance • Animal Services, Nursing, and Environmental Health • Administrative Support: City Manager's Office, Human Resources Department, City Attorney, Public Information Office,City Clerk, Accounting, Finance, and Purchasing The FY 2024 Adopted General Fund budget dedicates $73,868,274 or 71.41% of total spending on personnel related expenses. This is an increase of $4,985,945 or 7.24%, from the prior year. Over half of personnel expenditures in the General Fund are used to staff the City's police and fire departments. The main factors for this increase include: Retirement Programs: The Fire Department receives pension benefits from the Fire Pension Plan, an independent plan'. All other City employees earn retirement benefits from the Texas Municipal Retirement System (TMRS). The new TMRS contribution rate is 16.50%. Our plan is to keep the fireman's pension rate to the same rate as TMRS and maintain parity going forward. The cost of this increase for the FY 2024 budget is$163,444. Merit/Step Pay Programs:The City also offers employees a merit based, pay for performance program for non-civil service employees, and a step plan for Civil Service employees. Merit increases for non-civil service employees are based on a pay for performance model. The pay for performance model allows management to set goals for employees that tie to the City's Strategic Plan,which is set by the City Council. The merit percentage awarded to each employee is determined by the level of results achieved by the employee for each goal. I The Wichita Falls Fire Pension Plan is not a component unit of the City, however, the liability for this plan is reported as a liability of the City in the City's Annual Comprehensive Financial Report and members of the City's staff are voting members of the Pension Board. 82 GENERAL FUND Police and Fire Civil Service employees receive step increases based on the department's step plan, which is based on years of service in rank. Cost of Living Adjustment(COLA): When applicable, a cost-of-living adjustment is made to ensure that the increase to employee pay helps to offset inflation. This Adopted Budget provides a 4%COLA increase for all employees to help offset current inflationary conditions. This system of increases helps to ensure that long tenured employees are progressively making more each year, and that equity between newly hired employees and those with multiple years of service is maintained. This program also encourages staff to work hard and meet the requirements of the position they hold. The table below shows changes to the Pay Plan over the years. Pay Plan Changes Fiscal Year Step Program COLA Increase 2010-11 No 2.00% 2011-12 Yes 1.00% 2012-13 Yes No 2013-14 Yes No 2014-15 Yes 4.00% 2015-16 Police Yes 9.00% Fire Yes 7.00% Non-civil Service Yes 1.50% 2016-17 Yes 1.50% 2017-18 Yes No 2018-19 Yes 3.00% 2019-20 Police and Fire Yes 5.00% Non-civil Service Yes 2.00% 2020-21 No No 2021-22 Yes 2.00% 2022-23 No 5.00% 2023-24 Yes 4.00% Longevity/Stability Pay Programs: The longevity and stability pay programs provide an additional benefit to long- term staff and is integral to our employee retention efforts. The longevity program is for civil service staff, and increases for each year of service to the City with a 'top out' at $3,564/year after 15 years of service. This pay is prorated throughout the year and paid to employees through the payroll system. Stability pay is a program for all non-civil service staff. After two years of qualifying service, each employee receives$138 per year to a maximum of $2,500 per year after five years of service. Stability pay is paid annually in December. This program has been modified to increase the maximum funding available after five years from$1,210 to$2,500 in the Adopted Budget. 83 GENERAL FUND Employee & Retiree Healthcare: The General Fund includes no additional City costs to maintain our Employee/Retiree Health Care Program. Currently,employee/retiree premiums make up about 30%of the cost for health claims and the city contributions fund the remaining 70%. The Employee Benefit Trust Committee that is responsible for managing this program, will be considering the need for increases to employee/retiree premiums in the near future. The budget anticipated no increases in premiums this year, a decrease in out of pocket expenses, 6 premium holidays, and other increased benefits without increased costs. These positive changes will benefit employees and serve as another"de facto pay increase." Supplies:Supplies in the General Fund total$2,669,721 which is an increase of$372,506 or 16.22%from the prior year. This increase is reflective of increased costs for things such as lumber, steel, and chemicals due to inflation. Maintenance & Repair: This category represents building and equipment maintenance to support City services. The Adopted Budget for this category is $1,829,630 which is $147,043 or 8.74% higher than last year due to additional needed maintenance for the City parks and bridges, including the rebuilding of a pagoda in Lucy Park that burned down. Utilities/Other Services: General Fund utilities and other services have increased by$302,211 or 2.98%from the prior year. This increase is primarily attributed to increases in the cost of Central Garage Charges which includes the costs of fuel and repair parts. Insurance and Contracts: Insurance and Contract expense have decreased by $41,138 or 2.11% due to the decreased cost of workers' compensation claims. Debt Expenditures: Debt expenditures in the General Fund represent the capital lease payment for the previously issued, voter-approved bond that funds street lights, traffic signal equipment and a new fire apparatus. Other Expenditures:Other expenditures includes the cost of Information Technology support as provided by the Information Technology fund and also includes education, postage, and other operating costs. The Adopted Budget for other expenditures is$4,942,274 and is$223,074 or 4.78% higher than the FY 2023 budget. Non-Capital Improvements: Non-capital improvements include park landscaping and improvements that do not meet the policy thresholds to be recognized as a capital expenditure. The Adopted Budget for non-capital improvements is$163,000 and is $8,459 or 5.47% higher than the FY 2023 budget. Capital Improvements: These funds may be used for projects with a useful life of more than one year and a cost of more than $25,000, such as equipment purchases and completion of projects to build or maintain infrastructure. The total cost in this account decreased $2,009,450. FY 2023 included capital expenditures of $4,775,000 in excess General fund balance used for Street Improvements and Police video infrastructure. The total funds available for Street Improvements in the FY 2024 Adopted Budget includes funds from previously issued, voter-approved bonds for street improvements. Transfers Out:These funds support other funds through subsidy when needed and also include amounts for one- time expenditures from surplus reserves from the General Fund. In FY 2023, excess General Fund balance was transferred out to fund one-time expenditures in other funds. Since excess Fund Balance is not being used in FY 2024,the transfers out are not needed, resulting in a decrease of$3,909,871, or 80.08%. 84 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Mayor&City Council Personnel Services 59,423 59,430 59,423 -0.01% Supplies 100 335 335 0.00% Utilities/Other Services 538 1,283 691 -46.14% Other Expenditures 26,618 36,870 60,250 63.41% Total Expenditures $ 86,679 $ 97,918 $ 120,699 23.27% City Manager Personnel Services 737,478 702,551 774,451 10.23% Supplies 1,370 1,320 1,750 32.58% Utilities/Other Services 1,565 2,815 1,183 -57.98% Insurance&Contract Supp. 30 - - 0.00% Other Expenditures 38,787 36,925 37,025 0.27% Total Expenditures $ 779,230 $ 743,611 $ 814,409 9.52% Human Resources Personnel Services 730,519 786,308 818,235 4.06% Supplies 5,220 7,260 6,898 -4.99% Maintenance& Repair 19,061 40,016 33,456 -16.39% Utilities/Other Services 68,234 70,151 68,921 -1.75% Insurance&Contract Supp. 3,472 - - 0.00% Other Expenditures 50,240 52,801 46,557 -11.83% Total Expenditures $ 876,746 $ 956,536 $ 974,067 1.83% MLK Center Operations Personnel Services 109,629 114,756 120,408 4.93% Supplies 4,247 6,150 6,400 4.07% Maintenance& Repair 380 1,450 1,600 10.34% Utilities/Other Services 26,588 29,038 45,801 57.73% Other Expenditures 1,183 3,200 3,400 6.25% Total Expenditures $ 142,027 $ 154,594 $ 177,609 14.89% Training/Radio Communications Utilities/Other Services 99,706 162,898 134,798 -17.25% Other Expenditures 399 - - 0.00% Total Expenditures $ 100,105 $ 162,898 $ 134,798 -17.25% 85 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Library Personnel Services 990,643 1,059,934 1,137,973 7.36% Supplies 313,610 395,527 409,998 3.66% Maintenance& Repair 97,504 108,156 121,127 11.99% Utilities/Other Services 114,482 125,041 151,998 21.56% Other Expenditures 69,911 105,770 109,562 3.59% Total Expenditures $ 1,586,150 $ 1,794,428 $ 1,930,658 7.59% Public Information Personnel Services 246,938 292,941 308,898 5.45% Supplies 1,864 2,470 15,013 507.81% Maintenance& Repair 807 2,375 1,500 -36.84% Utilities/Other Services 2,086 10,433 7,442 -28.67% Other Expenditures 10,225 17,305 17,425 0.69% Capital Improvements 1,449 1,449 0.00% Total Expenditures $ 261,920 $ 326,973 $ 351,727 7.57% Municipal Court Personnel Services 722,061 808,289 992,092 22.74% Supplies 11,079 17,200 18,200 5.81% Maintenance& Repair 43 - - 0.00% Utilities/Other Services 107,877 128,129 124,413 -2.90% Other Expenditures 13,558 34,250 34,250 0.00% Total Expenditures $ 854,618 $ 987,868 $ 1,168,955 18.33% Building Maintenance Personnel Services 1,236,779 1,356,385 1,442,093 6.32% Supplies 99,458 126,780 132,881 4.81% Maintenance& Repair 1,260,067 610,052 601,297 -1.44% Utilities/Other Services 298,199 558,979 394,070 -29.50% Other Expenditures 2,119 1,000 1,000 0.00% Capital Improvements 970,665 890,000 -8.31% Total Expenditures $ 2,896,622 $ 3,623,861 $ 3,461,341 -4.48% 86 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Non-Departmental Personnel Services 882,086 470,753 660,123 40.23% Supplies 822 - - 0.00% Utilities/Other Services 622,563 472,179 534,680 13.24% Insurance&Contract Supp. 1,819,370 1,907,078 1,784,700 -6.42% Other Expenditures 3,322,492 4,001,531 4,079,860 1.96% Transfers Out 2,032,153 4,653,599 738,598 -84.13% Total Expenditures $ 8,679,486 $ 11,505,140 $ 7,797,961 -32.22% Health Administration Personnel Services 547,304 574,661 601,955 4.75% Supplies 10,404 11,835 86,913 634.37% Maintenance& Repair 43 1,593 1,593 0.00% Utilities/Other Services 162,641 175,810 190,458 8.33% Insurance&Contract Supp. 15 - - 0.00% Other Expenditures 26,219 30,545 31,745 3.93% Total Expenditures $ 746,626 $ 794,444 $ 912,664 14.88% Health and Wellness Personnel Services 521,185 622,106 660,100 6.11% Supplies 132,996 196,934 205,402 4.30% Maintenance& Repair 300 834 719 -13.79% Utilities/Other Services 14,599 31,143 23,468 -24.64% Other Expenditures 3,737 940 3,469 269.04% Total Expenditures $ 672,817 $ 851,957 $ 893,158 4.84% Environmental Health Personnel Services 657,739 742,864 778,744 4.83% Supplies 61,802 98,636 100,578 1.97% Utilities/Other Services 42,053 55,276 46,317 -16.21% Other Expenditures 5,956 3,644 7,348 101.65% Total Expenditures $ 767,550 $ 900,420 $ 932,987 3.62% 87 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Animal Services Personnel Services 845,289 976,524 1,057,112 8.25% Supplies 117,143 174,614 186,133 6.60% Maintenance& Repair 2,577 3,172 1,800 -43.25% Utilities/Other Services 98,096 120,400 133,765 11.10% Insurance&Contract Supp. 10,886 12,280 13,550 10.34% Other Expenditures 10,219 7,650 12,596 64.65% Capital Improvements 17,066 29,685 18,150 -38.86% Total Expenditures $ 1,101,276 $ 1,324,325 $ 1,423,106 7.46% Lab Water Pollution Personnel Services 136,061 184,540 163,012 -11.67% Supplies 22,257 37,133 36,478 -1.76% Maintenance& Repair 5,007 8,751 8,826 0.86% Utilities/Other Services 11,913 17,004 18,622 9.52% Other Expenditures 1,636 3,717 3,719 0.05% Total Expenditures $ 176,874 $ 251,145 $ 230,657 -8.16% Finance Personnel Services 791,700 1,047,089 1,165,504 11.31% Supplies 7,749 18,650 19,125 2.55% Maintenance& Repair - 4,887 8,087 65.48% Utilities/Other Services 11,660 19,591 24,882 27.01% Insurance&Contract Supp. - 115 115 0.00% Other Expenditures 25,542 32,799 37,030 12.90% Total Expenditures $ 836,651 $ 1,123,131 $ 1,254,743 11.72% Police Department Personnel Services 25,503,075 27,628,238 29,205,279 5.71% Supplies 406,530 405,955 505,895 24.62% Maintenance& Repair 33,012 51,114 57,460 12.42% Utilities/Other Services 1,787,894 2,474,610 2,675,455 8.12% Insurance&Contract Supp. 15 2,015 82,000 3969.48% Other Expenditures 99,473 96,087 156,058 62.41% Capital Improvements 492,500 1,500,000 - -100.00% Transfers Out - 100,000 100,000 0.00% Total Expenditures $ 28,322,499 $ 32,258,019 $ 32,782,147 1.62% 88 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Fire Personnel Services 16,738,822 18,154,592 19,459,634 7.19% Supplies 287,335 374,622 405,699 8.30% Maintenance& Repair 7,104 28,580 30,180 5.60% Utilities/Other Services 1,319,716 1,521,571 1,583,825 4.09% Other Expenditures 74,117 65,338 80,380 23.02% Capital Improvements 2,111 - - 0.00% Transfers Out 85,149 128,998 134,128 3.98% Total Expenditures $ 18,514,354 $ 20,273,701 $ 21,693,846 7.00% Recreation Personnel Services 933,971 1,021,964 924,164 -9.57% Supplies 73,665 83,312 107,510 29.05% Maintenance& Repair 30,625 69,450 136,100 95.97% Utilities/Other Services 308,491 378,991 500,770 32.13% Other Expenditures 22,052 23,410 27,010 15.38% Capital Improvements 111,500 1,500 -98.65% Total Expenditures $ 1,368,804 $ 1,688,627 $ 1,697,054 0.50% Park Maintenance Personnel Services 2,360,207 2,621,576 3,106,226 18.49% Supplies 47,560 79,378 85,990 8.33% Maintenance& Repair 98,619 278,344 366,890 31.81% Utilities/Other Services 970,745 1,522,150 1,341,238 -11.89% Insurance&Contract Supp. 14,400 25,400 25,400 0.00% Other Expenditures 11,023 16,046 16,275 1.43% Non Capital Improvements 131,691 148,400 151,800 2.29% Capital Improvements - 410,000 112,700 -72.51% Total Expenditures $ 3,634,245 $ 5,101,294 $ 5,206,519 2.06% Business Park Maintenance Personnel Services 301,628 405,776 442,658 9.09% Supplies 839 7,959 8,261 3.79% Maintenance& Repair 5,718 10,616 10,746 1.22% Utilities/Other Services 52,043 72,496 82,171 13.35% Non Capital Improvements 3,474 2,630 8,200 211.79% Total Expenditures $ 363,702 $ 499,477 $ 552,036 10.52% City Lot Mowing Personnel Services 110,719 142,694 174,407 22.22% Supplies 699 2,159 2,231 3.33% Maintenance& Repair - 812 1,012 24.63% Utilities/Other Services 18,772 22,787 18,732 -17.80% Total Expenditures $ 130,190 $ 168,452 $ 196,382 16.58% 89 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Cemetery Personnel Services 202,213 232,589 265,604 14.19% Supplies 5,562 10,120 10,509 3.84% Maintenance& Repair 17,886 28,253 30,849 9.19% Utilities/Other Services 31,856 38,999 48,472 24.29% Other Expenditures 243 108 108 0.00% Non Capital Improvements 1,241 2,688 3,000 11.61% Total Expenditures $ 259,001 $ 312,757 $ 358,542 14.64% Planning Personnel Services 490,535 553,906 586,526 5.89% Supplies 4,799 6,837 6,522 -4.61% Maintenance& Repair - 245 894 264.90% Utilities/Other Services 12,432 13,229 14,588 10.27% Other Expenditures 9,764 27,660 18,879 -31.75% Capital Improvements - - 32,000 100.00% Total Expenditures $ 517,530 $ 601,877 $ 659,409 9.56% Inspection Personnel Services 792,785 896,136 883,207 -1.44% Supplies 14,864 8,940 9,140 2.24% Maintenance& Repair 604 685 685 0.00% Utilities/Other Services 124,714 150,547 142,488 -5.35% Other Expenditures 11,165 17,325 17,645 1.85% Total Expenditures $ 944,132 $ 1,073,633 $ 1,053,165 -1.91% Code Enforcement Personnel Services 424,290 486,828 490,635 0.78% Supplies 3,882 5,275 5,205 -1.33% Maintenance& Repair 300 435 555 27.59% Utilities/Other Services 32,472 40,927 90,025 119.96% Other Expenditures 10,134 13,027 13,095 0.52% Total Expenditures $ 471,078 $ 546,492 $ 599,515 9.70% Property Management Personnel Services 285,520 296,320 314,943 6.28% Supplies 5,080 6,329 8,914 40.84% Utilities/Other Services 36,685 48,379 38,760 -19.88% Other Expenditures 2,839 7,610 7,800 2.50% Non Capital Improvements - 500 - -100.00% Total Expenditures $ 330,124 $ 359,138 $ 370,417 3.14% 90 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Lake Lot Admin. Personnel Services 108,783 115,152 120,911 5.00% Supplies 1,758 2,190 3,209 46.53% Maintenance& Repair 24,885 37,625 37,625 0.00% Utilities/Other Services 5,104 24,325 17,732 -27.10% Other Expenditures 2,147 1,690 1,715 1.48% Non Capital Improvements 323 - -100.00% Total Expenditures $ 142,677 $ 181,305 $ 181,192 -0.06% Traffic Engineering Personnel Services 888,261 985,381 974,680 -1.09% Supplies 80,649 100,274 173,666 73.19% Maintenance& Repair 227,145 195,566 177,317 -9.33% Utilities/Other Services 497,929 553,725 567,625 2.51% Debt Expenditures 308,090 315,884 323,913 2.54% Other Expenditures 5,670 5,080 10,500 106.69% Capital Improvements 281,461 791,014 753,564 -4.73% Total Expenditures $ 2,289,205 $ 2,946,924 $ 2,981,265 1.17% Engineering Personnel Services 1,463,106 1,562,175 1,604,427 2.70% Supplies 17,784 20,630 20,773 0.69% Maintenance& Repair 12,423 17,154 17,022 -0.77% Utilities/Other Services 69,867 105,124 100,903 -4.02% Insurance&Contract Supp. 15 15 15 0.00% Other Expenditures 9,005 15,666 18,565 18.51% Capital Improvements - 1,500 2,000 33.33% Total Expenditures $ 1,572,200 $ 1,722,264 $ 1,763,705 2.41% Street Maintenance Personnel Services 2,691,591 2,842,143 3,289,304 15.73% Supplies 48,695 59,340 59,475 0.23% Maintenance& Repair 151,561 182,422 182,290 -0.07% Utilities/Other Services 939,326 1,120,108 1,246,914 11.32% Insurance&Contract Supp. - 6,020 6,020 0.00% Other Expenditures 3,732 6,285 6,408 1.96% Capital Improvements 2,001,192 4,510,860 4,505,860 -0.11% Total Expenditures $ 5,836,097 $ 8,727,178 $ 9,296,271 6.52% 91 GENERAL FUND: EXPENDITURES BY DEPARTMENT 2021-22 2022-23 2023-24 Expenditures by Department Actual Adopted Budget Adopted Budget %Change Legal Personnel Services 831,987 949,482 1,032,756 8.77% Supplies 18,495 26,841 29,085 8.36% Utilities/Other Services 7,054 61,213 59,893 -2.16% Insurance&Contract Supp. 15 15 - -100.00% Other Expenditures 21,151 37,201 43,580 17.15% Total Expenditures $ 878,702 $ 1,074,752 $ 1,165,314 8.43% City Clerk Personnel Services 164,454 188,245 252,789 34.29% Supplies 3,354 2,210 1,533 -30.63% Utilities/Other Services 14,564 8,200 8,662 5.63% Insurance&Contract Supp. 88 88 88 0.00% Other Expenditures 26,724 17,719 39,020 120.22% Total Expenditures $ 209,184 $ 216,462 $ 302,092 39.56% General Fund-Total Expenditures $ 86,349,092 $ 103,351,602 $ 103,438,410 0.08% 92 PERSONNEL BY JOB TITLE-GENERAL FUND City Manager FY2021-22 FY2022-23 FY 2023-24 Change PY Assistant City Manager 1.20 1.20 1.20 - City Manager 1.00 1.00 1.00 - Executive Secretary 1.00 1.00 1.00 - Total 3.20 3.20 3.20 - Human Resources FY2021-22 FY2022-23 FY 2023-24 Change PY Employee Benefits Specialist * 1.00 1.00 1.00 - HR Specialist II 1.00 - - - Human Resources Benefits Generalist * 1.00 1.00 1.00 - Human Resource Generalist 2.00 2.00 2.00 - Human Resources Director 1.00 1.00 1.00 - Human Resources Supervisor 1.00 1.00 1.00 - Risk Safety Specialist 2.00 2.00 2.00 - Senior Admin Clerk 1.00 2.00 2.00 - Total 10.00 10.00 10.00 - *Include positions allocated for Employee Benefit costs MLK Center FY2021-22 FY2022-23 FY 2023-24 Change PY Clerk 1.00 1.00 1.00 - Community Center Coordinator 1.00 1.00 1.00 - Total 2.00 2.00 2.00 - Library FY2021-22 FY2022-23 FY 2023-24 Change PY Librarian 9.00 7.00 7.00 - Library Administrator 1.00 1.00 1.00 - Library Assistant 6.50 6.50 6.50 - Lead Librarian - 1.00 1.00 - Customer Service Supervisor - 1.00 1.00 - Library Supervisor 1.00 1.00 1.00 - Total 17.50 17.50 17.50 - Public Information FY2021-22 FY2022-23 FY 2023-24 Change PY Administrative Clerk 1.00 1.00 1.00 - Media Producer 1.00 1.00 1.00 - Video Producer 1.00 - - - Public Information Officer 1.00 1.00 1.00 - Community and Marketing Director 0.34 0.34 0.34 - Total 4.34 3.34 3.34 - 93 Municipal Court FY2021-22 FY2022-23 FY 2023-24 Change PY Assistant Court Administrator* - - 1.00 1.00 Deputy Court Clerk 7.00 7.00 7.00 - MCT Administrator/Marshal 1.00 1.00 1.00 - Municipal Court Warrant Officer 3.03 3.03 3.03 - Municipal Court Judge 1.00 1.00 1.00 - Deputy City Marshal* 1.00 1.00 2.00 1.00 Senior Deputy Court Clerk* 1.00 1.00 - (1.00) Total 14.03 14.03 15.03 1.00 *Additional Deputy City Marshal for increased code enforcement and reclass from Sr. Deputy Court Clerk to Assistant Court Administrator Building Maintenance FY2021-22 FY2022-23 FY 2023-24 Change PY Administrative Clerk 1.00 1.00 1.00 - Building Maintenance Supervisor 1.00 - - - Building Maintenance Worker 3.00 4.00 4.00 - Custodian 19.60 19.60 19.60 - Facility Manager 1.00 1.00 1.00 - Lead Custodian 3.00 3.00 3.00 - Painter/Bldg. Maintenance Worker 1.00 1.00 1.00 - Total 29.60 29.60 29.60 - Health Administration FY2021-22 FY2022-23 FY 2023-24 Change PY Administrative Clerk 1.00 1.00 1.00 - Administrative Secretary 1.00 1.00 1.00 - Assistant City Registrar 1.00 1.00 1.00 - Assistant Director of Health 1.00 1.00 1.00 - Billing Clerk 1.00 1.00 1.00 - City Registrar 1.00 1.00 1.00 - Director of Public Health 1.00 1.00 1.00 - Total 7.00 7.00 7.00 - 94 Health and Wellness FY2021-22 FY2022-23 FY 2023-24 Change PY Community Service Aide 0.80 - - - Health Clinic Aide 1.50 0.90 1.00 0.10 Lead Program Coordinator 1.00 - - - Lead Public Health Nurse 0.70 0.90 1.00 0.10 Lead Wellness Program Manager - 1.00 1.00 - Licensed Vocational Nurse 0.60 - - - Nursing Administrator 1.00 1.00 1.00 - Public Health Nurse 1.70 2.30 2.30 - Public Health Specialist 0.30 0.30 0.30 - Certified Medical Assistant - 1.40 1.20 (0.20) Senior Admin Clerk 1.00 1.00 1.00 - Total 8.60 8.80 8.80 - *Federal Health grants have changed, causing changes in allocating expenditures to personnel Environmental Health FY2021-22 FY2022-23 FY 2023-24 Change PY Environmental Admin 1.00 1.00 1.00 - Public Health Inspector 1.00 1.00 1.00 - Public Health Officer 1.00 1.00 1.00 - Sanitarian 6.00 6.00 5.00 (1.00) Senior Admin Clerk 1.00 1.00 1.00 - Vector Control Coordinator* 1.00 1.00 Total 10.00 10.00 10.00 - *Reclass in position from Sanitarian to Vector Control Coordinator Animal Services FY2021-22 FY2022-23 FY 2023-24 Change PY Animal Care &Adoption Supervisor 1.00 1.00 1.00 - Animal Care & Kennel Coordinator 1.00 1.00 1.00 - Animal Care Kennel Supervisor - 1.00 1.00 - Animal Care Officer 7.00 10.00 10.00 - Animal Care Specialist 1.00 1.00 1.00 - Animal Services Administrator 1.00 1.00 1.00 - Dispatcher 1.00 2.00 2.00 - Kennel Attendant 3.00 - - - Lead Kennel Tech 1.00 - - - Senior Admin Clerk 1.00 2.00 2.00 - Vet Tech 1.00 - - - Total 18.00 19.00 19.00 - Lab/Water Pollution FY2021-22 FY2022-23 FY 2023-24 Change PY Laboratory Technician 1.00 1.00 1.00 - Senior Admin Clerk 0.50 0.50 0.50 - Senior Medical Lab Technician 1.00 1.00 1.00 - Total 2.50 2.50 2.50 - 95 Finance &Purchasing FY2021-22 FY2022-23 FY 2023-24 Change PY Accounting/Payroll Analyst 0.80 0.80 0.80 - Administrative Secretary 0.60 0.80 0.80 - Assistant Director of Finance 1.00 1.00 1.00 - Buyer 1.00 1.00 1.00 - CFO/Director of Finance 0.85 0.85 0.85 - Grant Accountant - 1.00 1.00 - MPEC Comptroller 1.00 1.00 1.00 - Purchasing Agent 1.00 1.00 1.00 - Senior Accountant 2.00 1.50 1.50 - Senior Admin Clerk 1.00 1.00 1.00 - Senior Budget Analyst 1.00 1.00 1.00 - Total 10.25 10.95 10.95 - Police FY2021-22 FY2022-23 FY 2023-24 Change PY Administrative Secretary 3.00 3.00 3.00 - Community Service Officer II 2.00 2.00 2.00 - Community Service Supervisor 1.00 1.00 1.00 - Crime Analyst 2.00 2.00 2.00 - Crime Scene Tech Supervisor 1.00 1.00 1.00 - Crime Scene Technician 4.00 4.00 4.00 - Deputy Chief 2.00 2.00 2.00 - Dispatch Training Coordinator - 1.00 1.00 - Lead Police Records 1.00 1.00 1.00 - Lead Public Safety Dispatcher 3.00 3.00 3.00 - Police Administrative 1.00 1.00 1.00 - Police Captain 3.00 3.00 3.00 - Police Chief 1.00 1.00 1.00 - Police Evd/Prop/Imp 1.00 1.00 1.00 - Police Impound Coordinator 1.00 1.00 1.00 - Police Impound/Evid 2.00 2.00 2.00 - Police Lieutenant 7.00 7.00 7.00 - Police Officer 165.00 165.00 165.00 - Police Records Clerk 12.00 12.00 11.50 (0.50) Police Records Clerk Supervisor 1.00 1.00 1.00 - Police Sergeant 25.00 25.00 25.00 - Public Safety Comm Supervisor 1.00 1.00 1.00 - Public Safety Dispatcher 31.00 30.00 30.00 - Public Safety Dispatcher Supervisor 3.00 3.00 3.00 - Public Safety Dispatch Comm Supervisor 1.00 1.00 1.00 - Senior Admin Clerk 19.00 19.00 19.00 - Senti nels 2.50 2.50 2.50 - Total 295.50 295.50 295.00 (0.50) *Part-time FTE(.5) transferred to city Clerk department to support records requests 96 Fire FY2021-22 FY2021-22 FY2023-24 Change PY Administrative Secretary 1.00 1.00 1.00 - Assistant Fire Marshal* 4.00 4.00 3.00 (1.00) Deputy Fire Chief 1.00 1.00 1.00 - Emergency Management Coordinator* 1.00 1.00 Fire Battalion Chief* 4.00 4.00 3.00 (1.00) Fire Battalion Chief(Fire Marshal)* 1.00 1.00 Fire Battalion Chief(Training)* 1.00 1.00 Fire Captain 15.00 15.00 15.00 - Fire Chief 1.00 1.00 1.00 - Fire Equipment Operator 39.00 39.00 39.00 - Fire Lieutenant 24.00 24.00 24.00 - Firefighter* 73.00 73.00 72.00 (1.00) Quartermaster - 1.00 1.00 - Senior Admin Clerk 1.00 1.00 1.00 - Total 163.00 164.00 164.00 - *Position listing improved to reflect assignments as appropriate. Emergency Management Coordinator salaries budgeted in the Special Revenue Fund's Emergency Management funds. Recreation FY2021-22 FY2022-23 FY 2023-24 Change PY Administrative Secretary 1.00 1.00 1.00 - Camp Supervisor 0.38 0.38 0.38 - Concession Worker 0.96 0.96 0.96 - Facility Monitor 2.50 2.50 2.50 - Lifeguard 1.15 1.15 1.15 - Maintenance Worker 4.00 4.00 4.00 - P&R Program Coordinator 3.00 3.00 3.00 - Rec Service Administrator 1.00 1.00 1.00 - Recreation Leader/50 1.00 1.00 1.00 - Recreation Leader/Day Camp 1.80 1.80 1.80 - Recreation Leader/Track 0.15 0.15 0.15 - Recreation Super/Track 0.19 0.19 0.19 - Senior Admin Clerk 1.00 1.00 1.00 - Senior Zone Worker 1.00 1.00 1.00 - Sr. Maintenance Worker 1.00 1.00 1.00 - Swimming Pool Cashier 0.69 0.69 0.69 - Swimming Pool Supervisor 0.40 0.40 0.40 - Total 21.22 21.22 21.22 - 97 Parks Maintenance FY2021-22 FY2022-23 FY 2023-24 Change PY Assistant City Manager 0.33 0.33 0.33 - Department Admin Assistant 1.00 1.00 1.00 - Horticulturalist 1.00 1.00 1.00 - Irrigation Specialist 3.00 3.00 3.00 - Maintenance Worker* 33.28 33.28 35.28 2.00 Park Maintenance Coordinator 4.00 3.00 3.00 - Park Service Worker 2.00 2.00 2.00 - Parks Administrator 1.00 1.00 1.00 - Parks Maintenance Supervisor - 0.33 0.33 - Sr. Maintenance Worker* 8.00 8.00 9.00 1.00 Total 53.61 52.94 55.94 3.00 *Additional circle trail crew Business Park FY2021-22 FY2022-23 FY 2023-24 Change PY Parks Maintenance Supervisor - 0.67 0.67 - Maintenance Worker 4.96 4.96 4.96 - Park Maintenance Coordinator 1.00 1.00 1.00 - Total 5.96 6.63 6.63 - City Lot FY2021-22 FY2022-23 FY 2023-24 Change PY Maintenance Worker 2.44 2.44 2.44 - Senior Maintenance Worker 1.00 1.00 1.00 - Total 3.44 3.44 3.44 - Cemetery FY2021-22 FY2022-23 FY 2023-24 Change PY MWR-Cemetery 1.96 1.96 1.96 - PMC -Cemetery 1.00 1.00 1.00 - SMR- Cemetery 1.00 1.00 1.00 - Total 3.96 3.96 3.96 - Planning FY2021-22 FY2022-23 FY 2023-24 Change PY Community Develop Admin Assist 1.00 1.00 1.00 - Dir Development Services 0.70 0.70 0.70 - Neighborhood Revitalization Coord.* - - 1.00 1.00 Planner 1.00 - - - Planning Manager 1.00 1.00 1.00 - Planning Technician 1.00 1.00 1.00 - Principal Planner 1.00 1.00 1.00 - Total 5.70 4.70 5.70 1.00 *Additional Neighborhood Revitalization Coordinator to support neighborhood revitalization goals 98 Building Inspections FY2021-22 FY2022-23 FY 2023-24 Change PY Assistant Building Official 1.00 1.00 1.00 - Chief Building Official 1.00 1.00 1.00 - Code Compliance Officer 5.00 5.00 5.00 - Inspection Tech - 1.00 1.00 - Permit Technician 2.00 2.00 2.00 - Plan Reviewer 1.00 1.00 1.00 - Total 10.00 11.00 11.00 - Code Enforcement FY2021-22 FY2022-23 FY 2023-24 Change PY Code Enforcement Officer 5.60 5.17 5.90 0.73 Code Enforcement Supervisor - 0.92 0.80 (0.12) Neighborhood Services Manager 0.40 0.20 0.30 0.10 Senior Admin Clerk 1.85 1.85 0.80 (1.05) Total 7.85 8.14 7.80 (0.34) *Changes in allocations of positions to grants Property Mgmt. FY2021-22 FY2022-23 FY 2023-24 Change PY Lien Coordinator 1.00 1.00 1.00 - Propert Management Admin 1.00 1.00 1.00 - Property Mgmt. Assistant 1.00 1.00 1.00 - Senior Admin Clerk 0.50 0.50 0.50 - Total 3.50 3.50 3.50 - Lake Lot FY2021-22 FY2022-23 FY 2023-24 Change PY Senior Admin Clerk 0.50 0.50 0.50 - Assistant Prop Mgmt./Lake 1.00 1.00 1.00 - Total 1.50 1.50 1.50 - Traffic Engineering FY2021-22 FY2022-23 FY 2023-24 Change PY Electronics Technician 1.00 - - - Lead School Crossing Guard 0.34 0.34 0.34 - School Crossing Guard 4.76 4.76 4.76 - Traffic Control Coordinator - 1.00 1.00 - Traffic Control Tech 9.00 9.00 9.00 - Traffic Superintendent 1.00 1.00 1.00 - Total 16.10 16.10 16.10 - 99 Engineering FY2021-22 FY2022-23 FY 2023-24 Change PY City Engineer 0.67 0.67 0.67 - Civil Engineer 2.00 2.00 2.00 - Deputy Director of Public Works 0.50 0.50 0.50 - Director of Public Works 0.55 0.55 0.55 - Engineering Field Tech Supervisor 1.00 1.00 1.00 - Engineering Technician 6.00 6.00 6.00 - Senior Engineering Tech 7.00 7.00 7.00 - Total 17.72 17.72 17.72 - Street Maintenance FY2021-22 FY2022-23 FY 2023-24 Change PY C & M Supervisor 3.00 3.00 3.00 - Equipment Operator 11.00 11.00 11.00 - General Maintenance Worker 17.00 17.00 17.00 - Heavy Equipment Operator 16.00 16.00 16.00 - Laborer 5.00 5.00 5.00 - Senior Admin Clerk 1.00 1.00 1.00 - Store Clerk 1.00 1.00 1.00 - Street Superintendent 0.75 0.75 0.75 - Total 54.75 54.75 54.75 - Legal FY2021-22 FY2022-23 FY 2023-24 Change PY Attorney I 1.00 2.00 2.00 - City Attorney 1.00 1.00 1.00 - Deputy City Attorney 2.00 2.00 2.00 - Executive Legal Assistant 1.00 1.00 1.00 - Legal Clerk 1.00 1.00 1.00 - Total 6.00 7.00 7.00 - City Clerk FY2021-22 FY2022-23 FY 2023-24 Change PY Administrative Clerk - 0.50 1.00 0.50 City Clerk 1.00 1.00 1.00 - Deputy City Clerk 1.00 1.00 1.00 - Total 2.00 2.50 3.00 0.50 *Part-time FTE(.5) transferred from Police Department to support records requests Total -General Fund 815.83 819.52 824.18 4.66 *See notes below each department for descriptions of changes. Totals include Mayor& City Council. 100 11 -...+,..- VA)/ 4th I4 TEXAS General Fund Department Overviews 101 MAYOR AND CITY COUNCIL MISSION The mission of the City of Wichita Falls is to enhance our quality of life through responsive service delivery,sound financial management, and partnerships spanning the public, private, and business section. The City Council focuses on the following values while fulfilling their mission: • Excellence—We will provide an outstanding work product. • Integrity—We adhere to high moral principles, and are mindful of the public's trust in our work. • Accountability—We will accept responsibility for our actions and decisions. • Transparency—We will be visible, accessible, and open in our communication with the public. • Innovation—We will strive to improve service delivery by evaluating and introducing new methods, ideas, and programs. SERVICES PROVIDED • Work to improve existing services and develop policies to meet the needs of the community. • Work in partnership with the citizens and government agencies to develop programs and policies that are in the best interest of the entire community. • Engage citizen participation by encouraging service on boards and commissions. • Set the vision and goals for the City's future. • Approval of the City's annual operating budget FY 2023 ACCOMPLISHMENTS • Provided an update to the Strategic Plan to citizens. • Advancement of the MPEC Conference Center/Hotel Project. • Appointment of a new municipal judge. • Approval of a general plan to allocate$29.1M in American Rescue Plan Act(ARPA)funds. • Approval of adjusted employee pay plans (MAG Study) as part of the approved FY 2022 budget. CONTACT INFORMATION Stephen Santellana Mayor 940-761-7404 stephen.santellana@wichitafallstx.gov 102 MAYOR AND CITY COUNCIL Bobby Whiteley Jeff Browning At Large District 3 Mayor Pro Tern 940-781-1895 940-733-4273 jeff.browning@wichitafallstx.gov bobby.whiteley@wichitafallstx.gov Tim Brewer Michael Smith District 4 District 1 940-224-9953 940-692-5288 tim.brewer@wichitafallstx.gov michael.smith@wichitafallstx.gov Larry Nelson Steve Jackson District 2 District 5 940-704-2603 940-631-9910 larry.nelson@wichitafallstx.gov steve.jackson@wichitafallstx.gov GOALS & POLICIES The City Council ratified the strategic plan and its goals on May 18, 2022. A summary of the five (5) general goals and thirty-three (33) policies and objectives is shown below. \--rillILiik,a5. OUR GOALS OUR STRATEGY 11—Encourage the Chamber of Commerce to aggressively pursue recruitment of high-value Accelerate businesses Economic 1.2—Support implementation of the Economic Development Strategic Plan, OUR VISION 1 AggressveIy market the City. Growth 1.4—Continue alignment of the priorities of the City,Chamber of Commerce and EDC boards. Wichita Falls Is a 1.5—Support a thriving Sheppard Air Force Base. L brant,growing,family- 1.6—Revitalize depressed and declining neighborhoods. riented community of 1.7—Look for post-pandemic economic opportunities. Unlimited Opportunity 1.8—Continue community internship opportunities. and civic pride. 1 Provide I quality 2,1—Upgrade or replace outdated public facilities_ 2,2—Complete signature public improvements. 1 Infrastructure 2.3—Evaluate alternative options for financing infrastructure improvements. OUR MISSION 2.4—AdvancetheRinggoldReservoirproject. 2.5—Educate citizens on future infrastructure and public facility needs. Enhance our quality of 2.6—Enhance focus on long-term street and utility infrastructure needs. life through responsive 2.7—Continue the bicycle-friendly city initiative. service delivery,sound Redevelop 3.1—Complete the development of a convention center hotel. financial management, 3 Downtown 32—Continue implementation cif the Downtown Master Plan. and partnerships 3.3—Support innovative,flexible building practices for downtown building. spanning the public, 3.4—Align the priorities and metrics of the City,Chamber of Commerce and DTWF. private and business 3.5—Leverage local,state and federal economic development funding sources. sectors. a 6—Grow hotel occupancy tx revenues to uppor1 the Multi-Purpose Events Center. Efficiently3,7—Pursue public private partnerships. 3,8—Create a live-work-play downtown. 1 4 Deliver 3,9—Enhance focus on culture,arts and entertainment venues. OUR VALUES City Services 4.1—Improve employee recruitment and retention. Excellence 4.2—Reinforce a culture of superior customer services. Integrity 4,3—Streamline municipal business processes. 4,4—Practice effective governance. Accountability Actively 4,5—Promote and encourage innovation. Transparency Engage& Innovation 5.1—Enhance public outreach and engagement. Inform the 5.2—Equip City Councilors as community ambassadors. Public 5.3—Maintain coordinated and trusted messaging 5.4—Strengthen supportive partnerships with the non-for-profit community 103 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Mayor and City Council Salaries-Supervision 55,200 55,200 55,200 FICA 4,223 4,230 4,223 Supplies-Office 100 110 110 Supplies-Personal Computers 0 225 225 Services-Telephone 451 1,058 691 Services-Binding/Printing 87 225 0 Travel Expenses 7,940 11,300 11,500 Education Registration 1,995 2,200 2,500 Council Retreat Expenses 0 3,200 27,500 Memberships 12,060 12,300 12,500 Boards/Local Meetings 3,459 5,400 5,000 Public Relation/Promo 917 2,200 1,000 Postage/Freight 246 270 250 Total Expenditures $86,678 $97,918 $120,699 104 OFFICE OF THE CITY MANAGER MISSION The City Manager is appointed by the City Council to serve as the Chief Executive Officer of the City. The City Manager is responsible for making recommendations to the City Council, and helps develop and implement policies guiding the City.This general function takes a number of forms including coordination of daily operations; the appointment and removal of employees; long range development of the City; preparation of the annual budget and 5-year Capital Improvement Program (CIP); development and implementation of personnel regulations; financial and administrative policies; administration of the Strategic Plan and providing leadership and direction to City staff to achieve City Council goals and objectives, and other actions as required by the City Council or City Charter. SERVICES PROVIDED The City of Wichita Falls operates under a Council-Manager form of government. The Council-Manager form of government combines the strong political leadership of elected officials with the strong professional experience of a City Manager. The City Council establishes policy and law, while the City Manager has the responsibility for carrying out policy, directing the day-to-day operations through the appointment and removal of employees and encouraging citizen engagement and transparency. FY2023 ACCOMPLISHMENTS • Successful advancement of the Strategic Plan, which included 5 general goals and 33 associated objectives. • Preparation and administration of the FY 2023 Budget,totaling$195.5 million. • Advancement of the MPEC Hotel/Conference Center project. • Increased citizen communication with regular, coordinated messaging and enhanced use of social media. • Kept City Council informed by providing immediate information on higher profile issues, as well as a comprehensive weekly report from the City Manager's office. • Leadership and direction to more than 1,200 City employees. • Proposed general plan for use of the City's$29.1M in American Rescue Plan Act (ARPA) funds. CONTACT INFORMATION Darron Leiker Paul Menzies City Manager Assistant City Manager 940-761-7404 940-761-7404 darron.leiker@wichitafallstx.gov paul.menzies@wichitafallstx.gov Blake Jurecek Assistant City Manager 940-761-7404 blake.jurecek@wichitafallstx.gov 105 OFFICE OF THE CITY MANAGER GOALS & POLICIES • Advancement of the Council-adopted Strategic Plan • Implementation of the Council-adopted FY 2023 Budget and Capital Improvement Plan • Implementation and advancement of the Council-adopted general plan for the use of the City's$29.5M in federal ARPA funds • Leadership and direction to the City's 1,200+employees • Continue to keep City Council informed via comprehensive weekly updates from City Manager's office. 106 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget City Manager Salaries-Supervision 466,167 456,742 506,360 Salaries-Clerical 47,504 49,641 52,629 Stability Pay 2,833 3,182 7,756 Cell Phone Allowance 1,232 1,440 1,440 Deferred Compensation 40,576 37,713 37,713 FICA 31,396 41,166 42,627 TMRS Retirement 113,764 82,680 91,940 Life Insurance Contribution 653 642 642 Disability Insurance Contrib 493 486 486 Health Insurance Contributions 32,858 28,859 32,858 Supplies-Office 1,271 1,200 1,500 Supplies-Periodicals/Supplemts 99 120 250 Services-Telephone 826 2,051 1,183 Services-Binding/Printing 739 764 0 Insurance Expense 30 0 0 In City Mileage Reimbursement 12,020 12,000 12,000 Travel Expenses 15,037 12,900 13,000 Education Registration 4,119 3,700 3,700 Lease Payments 763 800 800 Memberships 4,494 5,125 5,125 Boards/Local Meetings 709 1,100 1,100 Postage/Freight 1,644 1,300 1,300 Total Expenditures $779,229 $743,611 $814,409 107 HUMAN RESOURCES MISSION The Human Resource Department provides quality customer service to all City of Wichita Falls employees through the functions of the Human Resources, Employee Benefits, and Risk Management divisions. SERVICES PROVIDED • Provide assistance to departments for employee recruitment, retention,training,coaching, performance management, and consultation. • Ensure competitiveness, and strategy to recruit and retain employees through analysis of the organizations pay structure. • Maintain personnel data within the Human Resource Information System in Tyler-Munis. • Research, create, and deliver appropriate trainings to all City employees to support compliance and development. • Administer Civil Service protocols under Local Government Code Chapter 143, and provide support to Civil Service recruitment and promotional processes. • Develop, maintain, and administer a competitive, robust, and comprehensive benefits program that meets the needs of our workforce. • Create a culture of safety and safety compliance through Risk Management in order to control costs associated with injuries and accidents. • Monitor key performance indicators related to Workers' Compensation in order to support an effective safety program that will reduce employee injuries and claim costs. • Write and administer policies that are effective and consistent with the mission, vision, values and strategic goals of the City of Wichita Falls. FY2023 ACCOMPLISHMENTS • Implemented the EmPerform Employee Evaluation platform and the City of Wichita Falls' first Pay-for- Performance evaluation program. • Successfully on-boarded more than 300 employees FYTD. • Reviewed more than 850 employee evaluations. • Implemented the new KnowBe4 learning management system and training library for employee compliance training. • Successfully recruited 10 new Firefighter Trainees and 8 new Police Trainees. • Partnered with the CEC, MSU, and the Wichita Falls Chamber to bring in 9 paid interns and 9 un-paid interns City-wide this fiscal year, and further improved community internship opportunities. • Implemented an electronic signature program to streamline the new employee onboarding process. • Expanded the survey capabilities of the EmPerform system to capture employee induction surveys and customer service surveys. CONTACT INFORMATION Christi Klyn Director of Human Resources 940-761-7633 Christi.klyn@wichitafallstx.gov 108 HUMAN RESOURCES GOALS & POLICIES FY 2023 STRATEGIC STRATEGIC PERFORMANCE FY 2024 DEPARTMENT PLAN PLAN MEASURE FY 2023 ESTIMATE TARGET GOAL GOAL STRATEGY 4. Efficiently 4.1 Improve Non-Exempt:9.4% Employee Regrettable Exempt:3.4% Reduce Turnover Deliver City <10% Recruitment Turnover Police: 2.5% Services and Retention Fire: 2.4% 4.1 Improve 4. Efficiently Employee Time to Fill (Vacant <36 Day Reduce Time-to-Fill Deliver City Recruitment Position) 51 Day Average Average Services and Retention 1.8 Continue 1.Accelerate Community Number of Recruit Interns Economic Internship internships 19 >20 Growth provided Opportunities FY2024 HIGHLIGHTS • Personnel Services: increased by$31,927, or 4.06% due to increases in salaries from Merit and COLA adjustments, offset by a decrease in required health insurance contributions. • Maintenance and Repair: decreased by$6,560, or 16.39%due to a decrease in needed system software maintenance • Other Expenditures:decreased by$6,244 or 11.83%due to decreases in training costs and tuition assistance. 109 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Human Resources Salaries-Supervision 120,429 126,001 133,566 Salaries-Clerical 56,310 60,503 64,115 Salaries-Operational 341,030 371,487 377,659 Pool Operational 0 10,000 15,900 Overtime 6,690 0 0 Stability Pay 6,463 6,463 11,056 Cell Phone Allowance 724 720 720 FICA 38,349 40,430 44,013 TMRS Retirement 84,267 86,236 94,931 Life Insurance Contribution 665 674 674 Disability Insurance Contrib 502 511 511 Health Insurance Contributions 74,586 82,779 74,586 HSA Contributions-Employer 503 504 503 Supplies-Minor Tools and Equip 432 300 0 Supplies-Minor Furniture 65 450 450 Supplies-Office 4,540 4,000 4,248 Supplies-Photographic 70 500 1,700 Supplies-Educational 41 500 500 Supplies-Personal Computers 0 1,510 0 Supplies-Other 73 0 0 Maint-Office Furniture/Equip 475 0 0 Maint-PC Software 86 0 0 Maint-Systems Software 18,501 40,016 33,456 Services-Telephone 2,727 4,549 2,986 Service-Wireless PhoneAircards 1,491 1,536 1,512 Services-Central Garage 391 1,331 888 Services-Other Professional 56,568 47,930 47,930 Services-Advertising 2,542 8,000 8,500 Services-Binding/Printing 2,379 3,105 3,105 Services-Other Miscellaneous 2,136 3,700 4,000 Insurance Expense 3,472 0 0 Travel Expenses 5,574 9,000 9,000 Education Registration 1,332 2,150 2,150 In-Service Train/Tuition Asst 28,366 27,004 20,360 110 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Human Resources Lease Payments 4,128 4,522 4,522 Memberships 665 1,675 1,675 Boards/Local Meetings 4,238 2,500 2,500 Public Relation/Promo 1,793 2,750 3,150 Postage/Freight 4,145 3,200 3,200 Total Expenditures $876,746 $956,536 $974,067 111 GENERAL MLK CENTER OPERATIONS MISSION The Martin Luther King Center is dedicated to serve all citizens of Wichita Falls in the spirit of Dr. Martin Luther King Jr. The Center hosts senior activities, a childcare facility, and many community service programs and special events, which encourage and promote service to others, constant pursuit of education and foster a positive relationship for all of the people of the community. The following is a projected summary of the Martin Luther King Center events for the 2023 calendar year. • The annual Martin Luther King Prayer/Scholarship Breakfast generally held in January was postponed due to restrictions, however a letter campaign was conducted and$13,385.00 was raised in order to provide scholarships for area youth. • Community Garden operated at 100%capacity with all 82 plots rented out to community residents. • 350 seniors participated in the senior farmer's market voucher program. • Approximately 46 kids and their parents participated in the MLK Easter egg hunt. With volunteers from Local community members, Gilbert Memorial C.M.E. and Sheppard AFB. • The MLK Center partnered with the Area Food Bank to help distribute produce to area community members. 150 families participated in this program on a monthly basis. Overall approximately 700 people accessed the MLK Center for various programs, meetings and general assistance throughout the year. SERVICES PROVIDED • Assist elderly resident with bridging the gap with technology and communicating with other agencies for assistance. • Assist elderly residents with computer and phone related issues. • Assist resident dealing with Social Security, food insecurity, home repair, electronic bill paying and home healthcare assistance with appropriate referrals to outside agencies. • In a collaborative effort with the Kitchen provide a meeting place for seniors in the community to come in and have a nutritious meal during the noon hour. • In a collaborative effort with the Child Care Inc. provide space for their childcare facility within the MLK Center. • In a collaborative effort with the Wichita Falls Area Food Bank provide space for food distribution to the needy population of Wichita Falls. FY2023 ACCOMPLISHMENTS • Establish the Job assistance program with volunteer help. • Engage the Community with activities and meetings at the MLK Center. • Accessed AARP funds to upgrade existing computer room and telephones. • Accessed CDBG funds to upgrade and refurbish the existing facility. CONTACT INFORMATION Michael Davis Coordinator—Martin Luther King Center 940-761-7980 Michael.davis@wihcitafallstx.gov 112 GENERAL MLK CENTER OPERATIONS GOALS & PERFORMANCE MEASURES FY2022 STRATEGIC STRATEGIC DEPARTMENT PLAN PLAN PERFORMANCE MEASURE FY2021 FY2022 GOAL GOAL STRATEGY ESTIMATE TARGET Actively pursue 5.1 Enhance other venues 5.Actively Public Outreach and Engagement to coincide Engage and Increase Community involvement in with the Inform the 5.3 Maintain planned activities. N/A 25% Mission of the Public Coordinated and MLK Center Trusted Messaging FY2024 HIGHLIGHTS • Personnel Services: increased by$24,348, or 4.93% due to Merit and COLA adjustments offset by a decrease in required health insurance contributions. • Utilities/Other Services: costs increased by $16,763, or 57.73% due to higher costs for electricity, telephone, and a $11,000 contribution to the MLK prayer breakfast through the rental of the MPEC and food purchases. 113 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General MLK Center Salaries-Supervision 46,827 48,910 51,835 Operations Salaries-Clerical 26,173 27,440 29,081 Overtime 964 0 0 Stability Pay 2,420 2,420 4,840 FICA 5,566 5,696 6,190 TMRS Retirement 12,569 12,770 13,351 Life Insurance Contribution 99 99 99 Disability Insurance Contrib 74 76 76 Health Insurance Contributions 14,936 17,345 14,936 Supplies-Minor Office Tools/Eq 131 350 500 Supplies-Minor Furniture 2,290 4,250 4,000 Supplies-Office 1,381 1,200 1,400 Supplies-Other 444 350 500 Maint-Office Furniture/Equip 0 400 500 Maint-Instruments 380 450 500 Maint-Buildings 0 600 600 Services-Telephone 3,382 3,517 5,421 Service-Wireless PhoneAircards 456 456 460 Services-Electricity 9,150 8,817 10,920 Services-Gas 6,183 6,379 7,800 Services-Wtr/Sewer/Sanitation 3,743 3,669 4,000 Services-Other Professional 3,146 5,000 16,000 Services-Binding/Printing 529 1,200 1,200 In City Mileage Reimbursement 0 200 200 Rent-Equipment 0 1,200 1,200 Postage/Freight 1,183 1,800 2,000 Total Expenditures $142,027 $154,594 $177,609 114 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Training Center/Radio Comm Services-Telephone 57,330 122,562 82,524 Services-Electricity 35,847 33,885 45,500 Services-Gas 3,542 3,577 3,900 Services-Wtr/Sewer/Sanitation 2,987 2,874 2,874 Postage/Freight 399 0 0 Total Expenditures $100,105 $162,898 $134,798 115 LIBRARY MISSION The Wichita Falls Public Library serves a population of approximately 102,988. It is integral to enhancing citizens' quality of life, whether it is the simple pleasure of checking out a stack of books, connecting to the internet, seeking employment, finding information on starting up a business, accessing government information or websites, attending a program, and so much more. The WFPL is unique in that it operates with two mission statements in mind: that of the City of Wichita Falls and the Library's mission to act as a public information center for all citizens of Wichita Falls by addressing educational, informational, recreational, and cultural needs. SERVICES PROVIDED • Reference and Information services • Quality public programs for all ages • Technology tutoring • Reader's advisory • Public computers • Printing services—copier, computer, wireless via app, 3D printing • Scanning services • Circulation of materials for educational, informational, recreational, and cultural needs • Downloadable content and databases • Meeting and study rooms for public use • Interlibrary loan • Texas Room: reference materials dedicated to Texas and Southwestern history • Research Center: genealogy, microfilm access to local newspapers, reference materials FY23 ACCOMPLISHMENTS • LIBRARY USAGE: According to the Texas Public Libraries Annual Report for Local Fiscal Year 2021- 2022 the library had 311,994 items circulated,with 92,727 visitors to the library, a 19.8% increase over the amount of visitors we had last year. The library has 49,829 active cardholders, an increase of 64.4% over last year. The library provides access to 1,489,540 items in physical and digital formats. Our 32 public computers and WIFI are a big draw, resulting in 110,896 computer and Wi-Fi sessions; in addition, library staff answered 61,134 inquiries made by the public. There were 63,097 visits to our website during this time period. Though our staff is relatively small for a library of our size, we strive to reinforce a culture of superior customer service on a daily basis with each interaction. 116 LIBRARY • RETURN OF TOUCH-A-TRUCK and other big programs: Our 3rd Touch-a-Truck was a big success, with 967 participants attending. Of those, we had over 700 people come into the library, many of whom acquired a new library card. The success of this program relies heavily on City workers who brought trucks to display. Blast from the Past returned as well,giving citizens an opportunity to experience clothing, customs and entertainment from by-gone days. Our Holiday Open House brought in 223 participants for Christmas cheer and selfies with an elf. Such events allow us to assist the City in enhancing public outreach and engagement and bring citizens downtown for entertainment and play. • READING CHALLENGES: The addition of Beanstack, popular software for library reading incentives, assisted us in overseeing a number of reading challenges, starting with Winter Read in January, a year-long Broader Reading Challenge for adults, 100 Books Before Graduation for teens, 1,000 Books Before Kindergarten for babies up to 5 years old, and currently our Reading is No Trivial Pursuit Summer Reading Program. This focus on literacy meets the Library's mission to act as a public information center for all citizens of Wichita Falls by addressing educational, informational, recreational, and cultural needs. • PARTNERSHIPS: We partnered with Los Muertos to highlight the Dia de los Muertos celebration in October. They decorated our entry window and a library committee designed an alebrije for their Celebration of Life parade, which won second place. In September, we will be working with the Arts Council Wichita Falls to promote a Big Read grant from the National Endowment for the Arts. We also collaborated with the Wichita Falls Alliance for Arts and Culture to present a partial exhibit of The Legends Project 2022, which explored the life of Charlye Ola Farris in context with the Civil Rights Movement. Farris, a Wichita Falls native, holds the distinction of becoming the first African-American woman licensed to practice law in Texas. These are just a few examples of the library's innovative efforts to aid the city in strengthening supportive partnerships with the not-for-profit community and other organizations. • COLLECTION MAINTENANCE: We completed our goal of weeding and shifting the adult non- fiction collection. We updated signage and replaced bookends as well. We were also able to increase the linear footage of our biography section by doing some creative rearranging of our seating areas. This also allowed us to increase the amount of space for our adult graphic novels. Large clean spaces and well-maintained, up-to-date collections allow us to efficiently deliver information services to our customers. • DATABASE ACCURACY: We met our goal of maintaining 98% or higher accuracy on inputting new cards and in updating patron records in our database. This was accomplished by focused staff training and quality control measures put in place by the library's circulation supervisor and demonstrates our desire to streamline our circulation practices. • NONTRADITIONAL MATERIALS: We set a goal of adding one new nontraditional format item for circulation, and ended up adding four: headphones, bike locks, train sets, and a typewriter. All of these check out to customers for use in the library. The availability of these items helps the City with its goal of reinforcing a culture of superior customer service. 117 LIBRARY CONTACT INFORMATION Jana Hausburg Library Administrator 940-767-0868 ext.4229 jana.hausburg@wfpl.net GOALS & PERFORMANCE MEASURES FY2022 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Replace outdated and Establish a timeline and have unsupported 2. Provide 2.1 Upgrade or new system in place by o Integrated quality replace outdated Summer of 2024 50% 100% Library System infrastructure public facilities (ILS) software Rewrite borrower 4.3 Streamline policy manual 4. Efficiently Completed by Summer of to reflect deliver City municipal 2024 n/a n/a intricacies of services business new ILS processes software Rewrite borrower circulation 4.3 Streamline procedure 4. Efficiently Completed by Summer of manual to deliver City municipal 2024 n/a n/a reflect services business intricacies of processes new ILS software Increase 4.2 Reinforce a librarian Register librarians for 4. Efficiently culture of participation in deliver City superior workshops, conferences, n/a n/a professional services customer webinars, colleague meetings, development etc. throughout the year opportunities service 118 LIBRARY FY2024 HIGHLIGHTS • Personnel Services: increased by $78,039, or 7.36% due to Merit and COLA increases and increases to health insurance contributions. • Supplies: increased by $14,471, or 3.65% due to increased needs for minor furniture, digital media/databases, and periodicals. • Maintenance and Repair: increased $12,971, or 11.99% due to higher maintenance costs for system software. • Utilities/Other Services: increased by$26,957, or 21.16%due to higher electricity and cable costs. 119 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Library Operations Salaries-Supervision 88,890 92,888 98,467 Salaries-Clerical 212,343 240,870 251,159 Salaries-Operational 375,615 430,046 436,222 Overtime 1,172 0 0 Stability Pay 12,267 12,129 25,576 FICA 51,009 48,795 60,117 TMRS Retirement 112,648 107,640 129,665 Life Insurance Contribution 904 845 845 Disability Insurance Contrib 682 642 642 Health Insurance Contributions 132,767 124,062 132,767 HSA Contributions-Employer 2,346 2,016 2,515 Supplies-Minor Tools and Equip 498 350 1,500 Supplies-Minor Furniture 7,931 12,650 17,370 Supplies-Office 30,650 30,000 30,000 Supplies-Educational 5,864 8,000 8,000 Supplies-Periodicals/Supplemts 21,900 46,800 50,220 Supplies-Digit Media/Databases 111,120 154,726 159,480 Supplies-Library Materials 126,219 135,101 135,928 Supplies-Personal Computers 8,899 7,300 6,900 Supplies-Other 529 600 600 Maint-Office Furniture/Equip 0 2,000 2,000 Maint-Systems Hardware 28,297 29,000 31,200 Maint-Systems Software 69,207 77,156 87,927 Services-Telephone 11,419 19,414 11,418 Service-Wireless PhoneAircards 0 0 2,400 Services-Electricity 69,371 71,079 102,700 Services-Gas 1,302 1,500 1,400 Services-Wtr/Sewer/Sanitation 5,658 4,984 5,000 Services-Cable TV 12,364 12,770 15,730 Services-Bank 4,322 810 900 Services-Other Professional 1,525 3,000 3,000 Services-Advertising 6,261 5,000 5,000 Services-Binding/Printing 2,261 6,484 4,450 In City Mileage Reimbursement 0 400 400 120 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Library Operations Travel Expenses 596 6,000 6,000 Education Registration 4,302 4,400 4,400 Lease Payments 31,216 40,300 45,522 Memberships 21,287 32,640 31,540 Boards/Local Meetings 625 650 200 Rent-Equipment 336 1,100 1,200 Public Relation/Promo 8,597 9,630 9,000 Postage/Freight 2,951 10,650 11,300 Total Expenditures $1,586,150 $1,794,428 $1,930,658 121 PUBLIC INFORMATION OFFICE MISSION The Public Information Office (PIO) is responsible for effectively communicating to the public and the media the business and activities of city government, departments, services and events.This is accomplished through use of the City's website, Facebook, Twitter, Instagram, YouTube, Channel 1300 cable programming, press releases and newsletters. The PIO's funding is derived from the General Fund and the Public, Educational and Governmental fees fund. The PIO office's daily activities include assisting other departments with maintaining their website pages, creating content for the public cable programming channel, communicating through social media, maintaining the employee of the month photo display,coordinating proclamation requests,volunteer certificates, congratulatory letters, creating departmental promotional flyers and brochures and assisting the general public with inquiries. SERVICES PROVIDED • Regular updates via social media channels, website updates, public programming on Channel 1300, and many other marketing platforms. • Assist all city departments with providing information to the public related to city services. FY2023 ACCOMPLISHMENTS • 191 general city press releases were compiled and issued. • 25 City Council meetings were livestreamed. • 62 Proclamations were produced • 155 individual slides were designed for the City's Cable Channel 1300 • 1,503 Followers were added to the Facebook page CONTACT INFORMATION Lindsay Lewis Director 940-716-5553 Lindsay.Lewis@wichitafallstx.gov 122 PUBLIC INFORMATION OFFICE GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC PLAN STRATEGIC PLAN PERFORMANCE FY2023 FY2024 DEPARTMENT GOAL STRATEGY MEASURE ESTIMATE TARGET GOAL Create 2. Provide Quality 2.5 Educate Citizens Series of videos 30% 50% videos/interviews Infrastructure on Future explaining and Infrastructure/Public showing the Facilities Needs facility issues Increase staff 5.Actively Engage 5.1 Enhance Public One speaking 100% 100% speaking and Inform the Outreach and engagement a engagements Public Engagement quarter with the Public Continue to 5.Actively Engage 5.1 Enhance Public Completion of the 100% 100% develop and and Inform the Outreach and Academy refine the Public Engagement Citizen's Academy Class Develop a brand 5.Actively Engage 5.3 Maintain Completion of the 100% 100% standard and and Inform the Coordinated and policy social media Public Trusted Messaging policy for all departments FY 2024 HIGHLIGHTS • Personnel: increased$15,957 due to COLA and Merit increases. • Supplies: increased $12,543 due to the movement of Swagit software used to stream City Council Meetings from the PEG budget to the PIO budget. 123 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Public Information Salaries-Supervision 114,629 132,303 141,186 Salaries-Clerical 27,755 28,812 30,536 Salaries-Operational 43,403 44,695 47,381 Overtime 1,187 0 0 Stability Pay 537 914 3,696 Cell Phone Allowance 239 216 576 FICA 13,523 14,721 16,762 TMRS Retirement 30,875 33,502 36,151 Life Insurance Contribution 248 261 261 Disability Insurance Contrib 187 198 198 Health Insurance Contributions 14,202 37,171 32,000 HSA Contributions-Employer 153 148 151 Supplies-Minor Tools and Equip 183 750 750 Supplies-Minor Furniture 36 250 250 Supplies-Office 773 750 750 Supplies-Clothing and Uniforms 787 0 500 Supplies-Periodicals/Supplemts 65 125 128 Supplies-Personal Computers 0 460 0 Supplies-PC Software 22 135 12,635 Maint-Systems Software 807 2,375 1,500 Services-Telephone 1,232 2,769 1,565 Service-Wireless PhoneAircards 0 1,704 1,512 Services-Central Garage 642 710 555 Services-Other Professional 194 0 0 Services-Advertising 0 5,000 3,560 Services-Binding/Printing 18 250 250 Travel Expenses 4,799 3,500 3,500 Education Registration 1,795 2,350 2,350 Lease Payments 748 840 840 Memberships 188 415 535 Public Relation/Promo 2,428 10,000 10,000 Postage/Freight 267 200 200 Other Machinery and Equipment 0 1,449 1,449 Total Expenditures $261,920 $326,973 $351,727 124 MUNICIPAL COURT MISSION The mission of the Wichita Falls Municipal Court is to professionally serve the public by administering justice in a fair,efficient and respectful manner,so as to enhance public trust and community confidence in our court system.; providing an accessible legal forum for all individuals. The Court strives for efficient, accurate and compliant reporting of information. The Court provides professional, courteous and accurate communication to all our customers. Trust is paramount in our process. Citizens obligation and rights are taken into account with each and every case filed in the Court. SERVICES PROVIDED • Accurate information on case information. • Resolution options on all cases filed. • Guidance on State mandated requirements for dismissals. • Payment Plan Options for individuals who are unable to pay fines in full. • Community Service options are provided for individuals who may be temporarily unemployed. • Trial settings for individual who wish to contest a case filed with the court. • Warrant service for unpaid fines. This service includes a number of notification processes prior to arrest warrants being issued. FY2023 ACCOMPLISHMENTS • Fully automated the Court's system to allow for remote access to citizens and attorneys via Zoom. • Established electronic contact capabilities with citizens who wish to appear from remote locations • Maintained well-balanced levels of service to our customers and while making improvements in case management. • The Court has been given access to the county jail as an option for unpaid fines CONTACT INFORMATION Stan Horton Court Administrator/City Marshal 940-761-7882 Stan.horton@wichitafallstx.gov 125 MUNICIPAL COURT GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC PLAN STRATEGIC PLAN PERFORMANCE FY 2023 FY 2024 DEPARTMENT GOAL STRATEGY MEASURE ESTIMATE TARGET GOAL The court will be Maintain a productive working with a newly Continued Continued Continue cross Collection and forward appointed Judge. Collection and training staff in all N/A and movement in case Staff will be working Warrant Service positions. Warrant load. to harmonize this new partnership. Service FY2024 HIGHLIGHTS • Personnel Services: increased by$191,890, or 23.74%due to the addition of a Deputy Court Marshall position as well as COLA and Merit increases. • Supplies: increased by$1,000, or 5.81% due to a higher need for office supplies. 126 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Gen Municipal Court Salaries-Supervision 160,043 164,387 194,295 Operations Salaries-Clerical 215,795 253,878 276,560 Salaries-Operational 52,007 81,702 172,316 Pool Operational 59,660 90,000 108,025 Overtime 159 1,500 1,590 Stability Pay 7,535 7,535 10,506 Cell Phone Allowance 680 720 360 FICA 36,228 34,661 36,958 TMRS Retirement 71,775 73,553 79,712 Life Insurance Contribution 575 575 575 Disability Insurance Contrib 434 437 437 Health Insurance Contributions 115,481 97,657 115,481 HSA Contributions-Employer 1,688 1,683 3,364 Supplies-Minor Furniture 163 700 700 Supplies-Office 4,509 6,000 7,000 Supplies-Clothing and Uniforms 1,139 1,500 1,500 Supplies-Periodicals/Supplemts 3,247 5,000 5,000 Supplies-Other 2,022 4,000 4,000 Maint-PC Software 43 0 0 Services-Telephone 8,094 8,973 6,279 Service-Wireless PhoneAircards 343 360 360 Services-Electricity 7,247 7,299 8,710 Services-Gas 2,026 2,500 2,400 Services-Wtr/Sewer/Sanitation 1,450 1,389 1,389 Services-Central Garage 7,220 8,505 7,875 Services-Bank 62,326 54,139 47,400 Services-Other Professional 18,263 40,000 45,000 Services-Binding/Printing 907 4,964 5,000 Travel Expenses 240 4,000 4,000 Education Registration 500 4,000 4,000 Lease Payments 2,169 2,500 2,500 Jury Fees 108 3,500 3,500 Memberships 240 250 250 127 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Gen Municipal Court Postage/Freight 10,301 20,000 20,000 Operations Total Expenditures $854,618 $987,868 $1,177,042 128 Facilities Management MISSION To provide the best possible building maintenance and custodial services to the City's staff and City owned facilities. This will be accomplished by performing regular preventative maintenance and responding as quickly as possible to calls for service. SERVICES PROVIDED • Responsible for the preventative maintenance and care of 20 buildings. • Provide custodial services for 38 buildings, which consists of approximately 10,009,000 square feet. • Maintain appliances at all 8 Fire Stations, Parks/Rec., MLK, Health, and Animal Services. • Responsible for the Elevators at Library/Parks and Recreation, Memorial Auditorium, and Central Services. • Maintain UPS Equipment at the Public Safety Training Center. • Provide custodial services for the performances at Memorial Auditorium. • Manage building renovation and construction projects, which includes supervision of architects, consultants, and contractors. FY2023 ACCOMPLISHMENTS • Managed projects to replace the roof at the Ray Clymer Exhibit Hall, repair the roof at Bridwell Ag Center, and stabilized the foundation for the West Wing of Memorial Auditorium. • Managed the project for the repair of the Health Department flood on Christmas morning. • Installed environmental controls in the Health Department Boiler Room and at the Exhibit Hall to prevent future pipe ruptures due to freezing temperatures. The location at the MPEC has occurred several times in the past. • Overhauled the chiller in Memorial Auditorium and Geothermal cooling system for the Dispatch Center. • Repaired leaks in the evidence storage area at the Police Department. • Processed over 1200 service calls. CONTACT INFORMATION Derek Brown, IT& Facilities Administrator 940-761-8820 derek.brown@wichitafallstx.gov 129 Facilities Management GOALS & POLICIES FY 2024 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY 4. Efficiently 4.2 Improve City Buildings Deliver City 4.3 Complete service requests. 92% 95% appearance and Services 4.5 operation. 4. Efficiently 4.2 Deliver City 4.3 Appliances are in working order. 90% 90% Services 4.5 4. Efficiently 4.2 Provide safer Deliver City 4.3 Provided daily janitorial 95% 95% buildings. service and maintenance. Services 4.5 FY2024 HIGHLIGHTS • Personnel Services: increased by $85,708, or 6.32% due to COLA and Merit increases as well as higher health insurance contributions. • Utilities/Other Services: decreased by $200,000, or 51.13% due to FY 2023 containing General Fund excess Fund Balance for the one-time expenditure of a Public Safety Facility Needs Assessment. 130 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Building Maintenance Salaries-Supervision 57,098 59,896 63,498 Services Salaries-Clerical 28,775 56,502 30,096 Salaries-Operational 717,115 823,575 864,829 Overtime 14,342 15,000 21,200 Stability Pay 15,213 15,897 34,346 FICA 61,919 62,028 71,127 TMRS Retirement 138,723 137,851 153,411 Life Insurance Contribution 1,086 1,086 1,086 Disability Insurance Contrib 819 817 817 Health Insurance Contributions 200,175 182,222 200,175 HSA Contributions-Employer 1,515 1,512 1,509 Supplies-Minor Tools and Equip 2,673 3,000 3,000 Supplies-Office 529 1,500 1,500 Supplies-Medical/Drug 0 100 100 Supplies-Janitorial 86,267 96,300 101,115 Supplies-Chemical 5,806 13,910 14,606 Supplies-Clothing and Uniforms 4,183 11,770 12,360 Supplies-Periodicals/Supplemts 0 200 200 Maint-Machine/Tools/Implements 10,646 13,000 13,650 Maint-Radios 0 200 200 Maint-Instruments 444 19,050 20,005 Maint-Heating/Cooling Systems 171,485 198,500 182,175 Maint-Other Equipment 2,599 20,000 31,000 Maint-Buildings 357,023 210,778 218,350 Maint-Auditorium 468,681 7,000 3,150 Maint-Health Facilities 13,304 10,615 22,150 Maint-Animal Services 19,393 37,135 12,600 Maint-Police Facilities 76,140 4,176 29,385 Maint-Fire Facilities 55,646 16,358 17,125 Maint-Library 79,435 15,901 26,901 Maint-Municipal Court 1,873 5,339 17,606 Maint-MLK Center 3,399 52,000 7,000 Services-Telephone 3,063 4,080 3,753 Service-Wireless PhoneAircards 687 720 720 131 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Building Maintenance Services-Electricity 96,566 82,197 127,400 Services Services-Gas 32,878 40,000 28,000 Services-Wtr/Sewer/Sanitation 17,205 17,078 17,078 Services-Central Garage 19,024 24,704 26,919 Services-Other Professional 128,355 390,000 190,000 Services-Binding/Printing 420 200 200 Education Registration 475 0 0 Postage/Freight 1,644 1,000 1,000 Other Improvements 0 350,000 890,000 Machines/Tools/Implements 0 620,665 0 Total Expenditures $2,896,621 $3,623,861 $3,461,341 132 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Non Departmental Salaries-Operational 87,109 0 0 Overtime 364 0 0 Terminal Pay 651,748 429,875 652,034 FICA 59,804 0 0 TMRS Retirement 82,508 40,878 0 Life Insurance Contribution 170 0 0 Disability Insurance Contrib 128 0 0 Eye Glass Reimbursement 618 0 0 Supplies-Other 822 0 0 Services-Telephone 724 694 769 Services-Central Garage 3,696 4,997 4,911 Services-Bank 36,099 39,216 40,000 Services-Audit 37,453 72,000 72,000 Services-Other Professional 287,597 120,000 150,000 Services-Employee Physicals 232,026 218,272 250,000 Worker's Compensation 1,015,910 1,088,108 840,000 Unemployment Compensation 7,562 30,000 20,000 Insurance Expense 119,560 115,000 172,000 Claims and Settlements 0 20,000 20,000 General Liability Claims 117,117 100,000 100,000 Contract-Helen Farabee Center 100,000 100,000 100,000 Contract-Teen Court 0 7,500 7,500 Contract-Nortex Planning Comm 18,417 20,000 20,000 Contract-Neighborhood Ctrs 24,967 17,000 17,000 Contract-Co Appraisal District 440,805 426,470 505,200 In City Mileage Reimbursement 403 0 0 Lease Payments 140,572 140,051 140,571 Public Relation/Promo 0 15,000 15,000 Data Processing Services 2,986,576 3,454,911 3,454,911 Budget Contingency 25,579 391,569 469,378 Prior Year Expend-Spectra 169,765 0 0 Oper Transfer-General 1,500,000 3,915,000 0 Oper Transfer-MPEC 423,009 500,000 500,000 133 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Non Departmental Oper Transfer-Other 109,144 238,599 238,598 Total Expenditures $8,680,253 $11,505,140 $7,789,872 134 HEALTH ADMINISTRATION MISSION The Wichita Falls — Wichita County Public Health District (Health District) is a multi-program agency that is continually working to improve the health of individuals and that of the collective community. The Health District uses a strategic framework to focus on achieving a variety of goals and objectives as detailed in a Strategic Plan. The following is a report of our activities for the calendar year 2023.The Health District has a total annual budget of approximately $8.3 million; of that amount, eighteen grants provide more than $4 million. The grants fund a variety of programs within the organization including the following services: immunizations, HIV prevention, tuberculosis, disease intervention services, emergency preparedness, Texas Healthy Community Program, Community and Clinical Health Bridge Program (CCHBP), and the Woman, Infants & Children (WIC) Program. Leadership of the Health Department includes the Director of Health and Assistant Director of Health; the Executive Assistant provides support to both positions as well as the Senior Administrative Clerks within the Department. Additionally, Health Administration includes Emergency Preparedness, Vital Records, Billing, Front Desk/Reception, and two Policy& Continuity Specialist positions. SERVICES PROVIDED • Birth and Death Records • Receipt of Payments for all services rendered by the Health District with the exception of Animal Services. • Insurance billing for clinical services. FY2023 ACCOMPLISHMENTS • Published new iteration of the Community Health Assessment. • Continued community-based COVID-19 response and recovery efforts by providing case investigation for all COVID-19 positive individuals within Wichita County, with the goal of reducing the spread of illness. • Managed substantial change and growth for the Health District with the addition of contracts for funding, including extensions for the Health Equity and Public Health Workforce Grant. Sought additional funding to ensure continuity. CONTACT INFORMATION Amy Fagan Director of Health 940-761-7805 Amy.Faga n@wichitafa I Istx.gov 135 HEALTH ADMINISTRATION GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Update and administer the Community To ensure that we have the most Themes& 5.Actively 5.1 Enhance up to date information to analyze Strength and Engage& Public Outreach the needs of the community and 50% 100% the Forces of Inform the and Engagement their perception of the health of Change Public our community. Conduct 1,000 Assessments surveys. based on current trends. Update& 4. Efficiently 4.4 Practice Gather staff and Board of Health publish Deliver City effective input;finalize&public agency 25% Strategic Plan. Post on website, 100% Strategic Plan Services governance educate staff&public. 4.1 Improve employee Continue 4. Efficiently recruitment and Conduct quarterly meetings to quarterly all Deliver City retention communicate effectively with staff 1 4 staff meetings. Services and increase team building and 4. 5 Promote and rapport encourage innovation Maintain 4.2 Reinforce a and/or increase 4. Efficiently culture of To ensure the public receive birth number of birth Deliver City superior and death records in a timely 100% 100% and death Services customer manner. records issued. services FY2024 BUDGET HIGHLIGHTS • Personnel Services: increased by$27,294, or 4.75%, due to COLA and Merit adjustments offset by decreases in cell phone allowance,TMRS retirement contributions, and health insurance contributions. • Supplies:increased by$75,078 due to the upgrading of the Public Health Information Management System (PHIMS). • Utilities/Other Services: increased by$14,648 or 8.33% due to higher electricity costs. 136 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Health Administration Salaries-Supervision 223,384 233,591 285,665 Salaries-Clerical 178,393 190,994 192,236 Overtime 753 0 0 Stability Pay 6,050 6,050 7,536 Cell Phone Allowance 1,088 1,080 360 FICA 30,180 31,805 24,102 TMRS Retirement 67,407 69,936 51,986 Life Insurance Contribution 533 544 544 Disability Insurance Contrib 402 412 412 Health Insurance Contributions 39,114 40,249 39,114 Supplies-Minor Tools and Equip 752 800 800 Supplies-Minor Furniture 2,771 2,500 650 Supplies-Office 5,681 7,160 7,260 Supplies-Clothing and Uniforms 112 1,000 1,200 Supplies-Periodicals/Supplemts 1,089 375 504 Supplies-PC Software 0 0 76,499 Maint-Machine/Tools/Implements 0 150 150 Maint-Instruments 0 1,400 1,400 Maint-PC Software 43 43 43 Services-Telephone 8,482 17,472 19,146 Service-Wireless PhoneAircards 1,873 456 456 Services-Electricity 29,068 30,216 44,200 Services-Gas 4,404 5,000 4,100 Services-Wtr/Sewer/Sanitation 5,022 7,392 7,392 Services-Central Garage 857 1,321 1,145 Services-Bank 9,778 9,374 9,374 Services-Other Professional 102,435 103,250 103,550 Services-Binding/Printing 425 804 570 Services-Other Miscellaneous 296 525 525 Insurance Expense 15 0 0 Lease Payments 311 425 260 Memberships 2,540 3,445 3,460 Boards/Local Meetings 75 2,200 2,300 Postage/Freight 6,957 4,775 6,025 137 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Health Administration Administration Fees 16,336 19,700 19,700 Total Expenditures $746,626 $794,444 $912,664 138 Health/Health and Wellness MISSION Prevention and clinical programs within the Health and Wellness Division are essential to the protection and promotion of the health of the community through services and education. SERVICES PROVIDED • Immunizations Clinic • Sexually Transmitted Infection Clinic • Tuberculosis Clinic • HIV Prevention • Diabetes Education • Tobacco Prevention & Cession Education • Epidemiology • Healthy Living Classes • Healthy Cooking Classes FY2023 ACCOMPLISHMENTS • 5,243 vaccines were administered to include 740 influenza and 1,714 COVID-19 vaccines • Case investigation of COVID -19 cases • 100%of reportable Sexually Transmitted Infections (STI) received treatment and/or linkage to care • 1 active and 17 latent TB cases received and treatment provided. • Chronic Pain Self-Management program initiated CONTACT INFORMATION Brandi Smith, BS, RN Health and Wellness Administrator 940-761-7892 brandi.smith@wichitafallstx.gov 139 Health/Health and Wellness GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Increase the number of 5.Actively clients seen in 5.1 Enhance each program Engage& Public Outreach Participate in at least one outreach 100% 100% and increase Inform the and Engagement event per month outreach to the Public public Provide STI& Immunizations clinic/services information to 5.Actively 5.1 Enhance Engage& Public Outreach Participate in at least one outreach 50%due to our citizens toevent per quarter,to include events 100% include area Inform the and Engagement staffing high school Public at area high schools students Utilize social media platforms to 5.Actively 5.1 Enhance inform the Engage& Public Outreach Produce educational materials for public Inform the and Engagement use on social media platforms 100% 100% regarding Public monthly Health District Services FY 2023 Budget Changes • Personnel Services: increased by$37,994, or 6.11%due to COLA and Merit increases. 140 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Health and Wellness Salaries-Supervision 72,428 72,543 81,578 Salaries-Clerical 30,342 36,443 32,984 Salaries-Operational 256,068 339,329 369,702 Overtime 1,740 0 0 Terminal Pay 1,577 0 0 Stability Pay 5,044 5,033 6,964 FICA 26,072 28,015 32,051 TMRS Retirement 60,015 64,621 69,131 Life Insurance Contribution 485 498 498 Disability Insurance Contrib 367 380 380 Health Insurance Contributions 66,802 75,008 66,802 HSA Contributions-Employer 244 236 11 Supplies-Minor Tools and Equip 514 0 0 Supplies-Office 10,712 9,700 10,515 Supplies-Medical/Drug 113,901 176,274 182,504 Supplies-Chemical 0 1,305 1,745 Supplies-Clothing and Uniforms 4,061 4,255 4,538 Supplies-Educational 995 600 1,000 Supplies-Periodicals/Supplemts 895 1,780 1,780 Supplies-Promotional 1,919 2,700 3,200 Supplies-PC Software 0 320 120 Maint-Instruments 0 582 420 Maint-PC Software 300 252 299 Services-Telephone 6,495 14,804 8,504 Service-Wireless PhoneAircards 1,064 3,072 3,072 Services-Other Professional 5,620 7,969 7,969 Services-Advertising 236 250 750 Services-Binding/Printing 126 2,477 502 Services-Other Miscellaneous 1,058 2,571 2,671 In City Mileage Reimbursement 42 0 0 Education Registration 200 300 300 Lease Payments 2,977 0 2,529 Memberships 70 140 140 141 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Health and Wellness Postage/Freight 448 500 500 Total Expenditures $672,817 $851,958 $893,158 142 ENVIROMENTAL HEALTH MISSION The Wichita Falls-Wichita County Public Health District is committed to its mission of"Preventing Illness and Injury, Promoting a Healthy and Safe Community, Protecting all Members of Our Community." The Environmental Health Division accomplishes the work of the mission through retail food permits and inspections, public and semi-public aquatic facility permits and inspections, grease trap and waste haulers permit and inspections (limited to City of Wichita Falls), lodging permits and inspections, body art establishment permits and inspections (limited to City of Wichita Falls), public health and safety inspections of: school buildings, daycare facilities, and foster homes, on- site sewage facility(septic system) permits and inspections, and mosquito control. This represents 1,937 permits, 4,929 inspections and 521 complaints in 2022. Unless it is otherwise noted,each program is conducted throughout the county and the programs collect fees for services.The vector control program investigates mosquito-breeding sites for the presence or absence of mosquito larva and treats when appropriate. Mosquito control also sprays for adult mosquitos based on both active and passive surveillance numbers. In 2022, mosquito control staff collected mosquito trap pools and sent them to the Department of State Health Services laboratory for testing and 3 came back positive for West Nile virus. Additionally, the trucks were deployed 85 times to spray for adult mosquitoes. SERVICES PROVIDED • Inspections: retail food, grease traps, lodging, public and semi-public aquatic facilities, body art, OSSF, daycare, foster homes • Vector Control: check and treat public mosquito breeding sites, spray for adult mosquitos, active and passive mosquito surveillance • Permitting/licensing: retail food, grease traps, lodging, public and semi-public aquatic facilities, body art, OSSF, vacuum truck, ambulances • Education: food handlers training, pool manager of operations training, handwashing or food safety training (upon request), mosquito breeding site elimination FY2023 ACCOMPLISHMENTS • Hired and trained new Senior Administrative Clerk • Hired and trained new Sanitarian-in-Training • Updated the Lodging Ordinance • Began updating the Food Ordinance CONTACT INFORMATION Samantha Blair Environmental Health Administrator 940-761-7822 Samantha.Blair@wichitafallstx.gov 143 ENVIROMENTAL HEALTH GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Study Adult 4.2 Reinforce a Efficiently Culture of Mosquito Percent mosquito mortality at >80% Resistance To Deliver City Superior >97% diagnostic time Unsure Pesticide Services Customer Services Educate Public Actively Engage 5.1 Enhance Number of Community Engagement on Mosquito Mitigation and Inform the Public Outreach and Educational Activities 6 6 Strategies Public and Engagement Conducted Improve OSSF Efficiently 4.4 Practice Percentage of Standard Operating Inspection Deliver City Effective Procedures(SOPs) Developed and 85% 100% Process Services Governance Implemented 4.2 Reinforce a Culture of Superior Customer Services Percentage of Forms Updated 40% 80% 4.3 Streamline Municipal Standardize Efficiently Business Plan Review Deliver City Processes Process Services 4.3 Streamline Municipal Business Processes Staff Trained in Plan Review and Pre- development Meeting 4 5 4.5 Promote and Encourage Innovation Retail Food Update Local Efficiently 4.4 Practice Retail Food (100%), Deliver City Effective Ordinances updated Body Art, Ordinances Services Governance (50%) Aquatic Facilities 144 ENVIROMENTAL HEALTH FY2024 HIGHLIGHTS • Personnel Services: increased by$35,880, or 4.83%due to COLA and Merit increases, offset by savings in clerical salaries. • Utilities/Other Services:decreased by$8,959, or 16.21%due to decreases in Central Garage Services and binding and printing costs, offset by increases in electricity costs and Wireless Phone cards. 145 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Gen Environmental Health Salaries-Supervision 52,944 66,036 70,002 Salaries-Clerical 34,295 41,216 31,308 Salaries-Operational 344,715 365,436 390,909 Pool Operational 28,121 25,000 29,680 Overtime 4,978 6,000 6,360 Stability Pay 7,673 7,810 13,478 Cell Phone Allowance 3,339 3,240 3,240 FICA 33,851 33,627 37,296 TMRS Retirement 73,712 78,472 80,442 Life Insurance Contribution 588 606 606 Disability Insurance Contrib 445 465 465 Health Insurance Contributions 72,573 114,454 114,454 HSA Contributions-Employer 505 504 503 Supplies-Minor Tools and Equip 1,431 2,375 2,440 Supplies-Minor Furniture 585 614 909 Supplies-Office 6,398 7,203 7,495 Supplies-Medical/Drug 120 150 155 Supplies-Chemical 49,189 81,684 83,779 Supplies-Clothing and Uniforms 1,951 3,181 3,475 Supplies-Personal Computers 0 310 0 Supplies-PC Software 775 1,615 775 Supplies-Other 1,352 1,505 1,550 Services-Telephone 2,003 4,880 2,945 Service-Wireless PhoneAircards 0 4,103 4,560 Services-Central Garage 36,343 41,313 34,242 Services-Binding/Printing 2,302 3,204 2,794 Services-Other Miscellaneous 1,405 1,776 1,776 In City Mileage Reimbursement 268 0 0 Travel Expenses 1,769 0 0 Education Registration 1,287 150 3,300 Lease Payments 539 0 451 Memberships 100 0 0 Postage/Freight 1,994 3,494 3,597 Total Expenditures $767,550 $900,420 $932,987 146 ANIMAL SERVICES MISSION The Animal Services Division is committed to protecting the health, safety, and well—being of the citizens and animals in our community. We do this by enforcing state and local laws, providing compassionate care, ensuring proper disinfection to mitigate disease spread, and increasing our live outcome rate. Animal Services has committed to improving relationships with the community, community partners, businesses, and other departments within the city and county. We will focus on increasing licensing and micro-chipping efforts to assist owners in reuniting with their lost pets. An additional focus has been, and will continue to be, employee training to continue providing quality services and assistance to our community and maintain a clean,friendly atmosphere for the animals in our care. SERVICES PROVIDED • Adoptions • Microchipping • City Licensing • Animal Control (Animal Care Officers) - stray and estray animals, cruelty/abuse investigations, animal pickup for deceased, complaints, hoarding, dangerous animals, and many other cases • Commercial Permits - Grooming shop, Kennel, Performing Animal, Circus, Pet Store, Petting Zoo, Private Animal Shelter, Stable, Riding School, Fowl/Rabbit/Guinea Pig/Ferret • Residential Permits- Fowl, Livestock, Livestock w/Identification, Pet Fancier, Project Animal, and Rabbit. • Special Permits- Feral Cat Colony, Litter Permit, Seller Permit, and Stud Permit per breeding • Assisting other agencies • Education - Responsible Pet Ownership Class,Animal Safety(children as target audience) • Trap Rental and Animal Removal from Trap • Deceased Animal Removal and disposal FY2023 ACCOMPLISHMENTS • Return animals to their owners from the field. Staff developed and implemented a new policy to identify first-time offenders from animal collar identification or microchipping, with the ideal option of returning the dog to the owner. This has decreased our intake rate from the field and kept animals out of the shelter. • Increased participation from local rescues and vendors in this year's national event, Clear the Shelter. Increased citizen attendance, with many successful adoptions, and the rescues enjoyed being a part of the event all in one place. In 2022,we had Emily's Legacy, Underdog Express,TPC,and Miss Fanny's friends at our shelter to clear the shelter. • Substantial progress was made regarding development and maintenance of policies, procedures,and staff training. • Community outreach has been a focus this past year,and we will continue to educate the public with new additions to our outreach programs. • Created a new training protocol for Animal Care Officers, including two weeks of classroom training, two weeks hands-on in the Kennel, and two weeks out in the Field. Before working alone, final exams were administered for classroom, kennel, and field operations. 147 ANIMAL SERVICES CONTACT INFORMATION Nicki Bacon Administrator 940-761-7834 Nicki.bacon@wichitafallstx.gov GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC PLAN FY2023 FY2024 DEPARTMENT PLAN PERFORMANCE MEASURE GOAL GOAL STRATEGY ESTIMATE TARGET Increase Live 4. Efficiently 4.2 Reinforce a Increase in the number of live Outcome Rate Deliver City culture of superior releases through active community 72% >80% Services customer service. engagement Increase the number of 4. Efficiently 4.2 Reinforce a animals that Deliver City culture of superior Increase in the number of animals 25% >50% are returned to Services customer service. that are returned to their owner their owner Community 4. Efficiently 4.2 Reinforce a Increased number of community Outreach (10 Deliver City culture of superior 10 12 events) Services customer service. events and engagement sessions Write shelter Develop a comprehensive Shelter policy and 4. Efficiently 4.2 Reinforce a Policy and Procedure manual for all procedures and Deliver City culture of superior shelter aspects,field, kennel, 60% 100% retrain staff Services customer service. animal care,admin,and supervisory. EXPENDITURES BY CLASSIFICATION • Personnel Services: increased by$80,588, or 8.25%due to COLA and Merit increases as well as increased costs associated with reclassifying an Administrative Clerk position to a Senior Administrative Clerk position, and an increase in Overtime payments. • Supplies: increased by$11,519, or 6.60% due to the purchase of bulletproof vest for animal control officers to use in the field, as well as increases in medical supplies. • Utilities/Other Services: increased by$13,365, or 11.10% due to increases in electricity, gas, and central garage services costs. • Other Expenditures: increased by$4,946, or 64.65% due to the addition of education expenses of $3,150, as well as increases in lease, membership, and postage costs. 148 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Animal Services Salaries-Supervision 61,451 64,463 68,327 Salaries-Clerical 54,973 63,391 66,836 Salaries-Operational 453,310 563,601 623,143 Overtime 17,766 16,600 18,550 Stability Pay 5,941 4,731 4,624 Cell Phone Allowance 504 540 360 FICA 43,182 44,797 51,853 TMRS Retirement 97,739 100,604 111,841 Life Insurance Contribution 770 800 800 Disability Insurance Contrib 581 613 613 Health Insurance Contributions 108,270 116,385 108,270 HSA Contributions-Employer 802 0 1,895 Supplies-Minor Tools and Equip 13,584 15,446 38,099 Supplies-Minor Office Tools/Eq 24 0 0 Supplies-Minor Furniture 998 2,006 2,127 Supplies-Office 9,966 9,805 11,304 Supplies-Medical/Drug 28,528 40,850 45,950 Supplies-Chemical 11,637 13,794 18,334 Supplies-Clothing and Uniforms 12,307 12,918 14,193 Supplies-Educational 400 3,000 3,600 Supplies-Animal Feed 14,301 14,198 15,890 Supplies-Promotional 644 675 900 Supplies-Personal Computers 1,509 0 0 Supplies-PC Software 2,934 3,000 3,890 Supplies-Radios 2,029 2,572 3,224 Supplies-Other 18,281 56,350 28,622 Maint-Machine/Tools/Implements 696 0 280 Maint-Office Furniture/Equip 1,403 1,700 0 Maint-Radios 478 1,472 1,520 Services-Telephone 4,861 8,085 5,989 Service-Wireless PhoneAircards 7,015 7,577 6,648 Services-Electricity 22,001 20,455 24,700 Services-Gas 7,864 8,500 10,000 Services-Wtr/Sewer/Sanitation 5,163 4,919 5,000 149 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Animal Services Services-Central Garage 42,364 56,405 63,249 Services-Other Professional 5,266 5,985 7,926 Services-Advertising 1,007 1,100 1,200 Services-Binding/Printing 1,464 2,725 4,060 Services-Other Miscellaneous 1,091 4,649 4,993 Contract-Other Agencies 10,886 12,280 13,550 In City Mileage Reimbursement 296 0 0 Travel Expenses 2,062 0 0 Education Registration 1,190 0 3,150 Lease Payments 1,849 2,825 3,306 Memberships 285 525 700 Boards/Local Meetings 53 500 940 Postage/Freight 4,484 3,800 4,500 Other Machinery and Equipment 17,066 29,685 18,150 Oper Transfer FA 8,674 0 0 Capital Asset Contra Expense (8,674) 0 0 Total Expenditures $1,101,275 $1,324,325 $1,423,106 150 LABORATORY MISSION The Health District Laboratory is accredited through the Texas Department of State Health Services(DSHS)to meet all the requirements of the Clinical Laboratory Improvement Act (CLIA). The lab is also accredited for water bacteriology testing by the Texas Commission on Environmental Quality (TCEQ) and the NELAC Institute (TNI) National Laboratory Accreditation Program (NELAP). The laboratory provides direct and valuable support of the clinical services and the environmental health division within the Health District.The laboratory provides support through clinical testing for pregnancy and communicable diseases such as syphilis, gonorrhea, and tuberculosis. The lab supports the Environmental Health Division by conducting microbiological analysis of food,soft serve,and hotel/motel specimens. TCEQ requires the regular monitoring of municipal water supplies and public pools, further ensuring the safety of our drinking water. The laboratory also encourages private well owners to monitor their water supplies for bacteria through regular testing of their wells and water storage tanks. SERVICES PROVIDED • Water Bacteriology Testing for Total Coliform and E. coli • Hotel/Motel Microbial Monitoring • Soft Serve Bacteriology Testing • Patient Testing and Specimen Processing for Sexually Transmitted Infections and other Communicable Diseases FY2023 ACCOMPLISHMENTS • Successful renewal of Clinical Laboratory Improvement Act (CLIA) license. • Maintained support of clinical testing during catastrophic flood Dec 2022 to Feb 2023. CONTACT INFORMATION Thomas Shiner Laboratory Technical Supervisor 940-761-7862 Thomas.Shiner@wichitafallstx.gov 151 LABORATORY GOALS & PERFORMANCE MEASURES FY24 STRATEGIC STRATEGIC PLAN PERFORMANCE FY2023 FY2024 DEPARTMENT PLAN GOAL STRATEGY MEASURE ESTIMATE TARGET GOAL Maintain 4. Efficiently 4.2 Reinforce a culture Score 100%on all Deliver City of superior customer 100% 100% Proficiency Proficiency Tests Services services. Maintain Review and Update Compliance 4. Efficiently 4.2 Reinforce a culture Policies and with Deliver City of superior customer Procedures(as 100% 100% Regulatory Services services. needed)to Maintain Bodies Compliance Maintain High Level of 4. Efficiently 4.2 Reinforce a culture Provide accurate and Customer Deliver City of superior customer timely service to 100% 100% Satisfaction Services services. customers EXPENDITURES BY CLASSIFICATION • Personnel Services: decreased by $21,528, or 11.67% due to cost savings in operational salaries offset by COLA and Merit increases. 152 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Lab Water Pollution Salaries-Clerical 16,995 15,126 15,643 Salaries-Operational 87,969 127,938 110,505 Overtime 18 0 0 Stability Pay 826 826 2,420 FICA 7,951 10,840 8,454 TMRS Retirement 14,624 20,849 18,234 Life Insurance Contribution 119 164 164 Disability Insurance Contrib 90 124 124 Health Insurance Contributions 7,468 8,673 7,468 Supplies-Minor Office Tools/Eq 2,309 4,500 2,900 Supplies-Minor Furniture 221 350 434 Supplies-Office 1,811 2,200 2,200 Supplies-Lab 16,673 28,228 29,208 Supplies-Clothing and Uniforms 520 339 474 Supplies-Linen 436 686 432 Supplies-Educational 138 680 680 Supplies-Promotional 150 150 150 Maint-Machine/Tools/Implements 1,391 3,140 3,140 Maint-Instruments 3,616 5,611 5,686 Services-Telephone 1,889 3,871 2,551 Services-Other Professional 6,000 6,000 9,000 Services-Lab Proficiency Test 2,360 3,951 3,951 Services-Binding/Printing 214 1,117 1,055 Services-Other Miscellaneous 1,450 2,065 2,065 Lease Payments 81 66 68 Memberships 551 650 650 Postage/Freight 1,004 3,001 3,001 Total Expenditures $176,874 $251,146 $230,657 153 FINANCE AND PURCHASING MISSION To provide exemplary service in a timely and efficient manner to both external and internal customers/staff while being fiscally responsible and communicative. SERVICES PROVIDED The Finance and Purchasing Division is responsible for monitoring and accounting for all financial transactions of the City. To support this,the division also: • Prepares quarterly and annual financial reports to assist in preparation of the City's Annual Comprehensive Financial Report • Manages and analyzes the City's financial data and reports to provide financial information for all departments in accordance with legal requirements and general accounting principles • Works with City staff and all vendors to ensure purchasing policy compliance, processing payments to vendors, and reconciliation to the general ledger • Coordinates bi-weekly payroll processing for all City employees • Actively engages in the creation of the City's Annual Operating Budget • Maintains Transparency webpages • Processing, maintaining, and accurately report all financial data of the City • Completing annual audit • Provide principal assistance to the City Manager in the formulation of the Annual Budget • Completing all accounting transactions • Treasury management and investment of City funds The Purchasing Department is responsible for: • Conducting all purchasing in accordance with the applicable laws of the State of Texas, City of Wichita Falls Charter and Code of Ordinance, and the Federal Government. • Obtaining the quantity and quality of materials/services at competitive prices, as needed, for all City departments. • Stimulating competitive bidding in order to obtain materials/services at the lowest possible cost. • Providing all interested vendors with the opportunity to offer their products/services to the City. • Treating all vendors in a fair and equitable manner. • Processing all requested purchasing information in a timely, accurate and efficient manner FY2023 ACCOMPLISHMENTS • Receipt of the Government Finance Officers Association (GFOA) Distinguished Budget Award • Receipt of the GFOA Award for Excellence in Financial Reporting • Updated all transparency resources 154 FINANCE AND PURCHASING CONTACT INFORMATION Susan White Assistant Finance Director 940-761-7462 Susan.White@WichitaFallsTX.gov GOALS AND PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Manage receipt Accelerate Look for post- Creation of project, receipt 50% 100% and disbursement Economic pandemic of funds, tracking of of ARPA funds Growth economic expenditures opportunities Complete and earn Actively Enhance Receipt of Award 100% 100% GFOA Engage and Public Distinguished Inform the Outreach and Budget Award Public Engagement Complete and earn Actively Enhance Receipt of Award 100% 100% the GFOA award Engage and Public for Excellence in Inform the Outreach and Financial Reporting Public Engagement Complete a clean Efficiently Practice Completion of Audit, 100% 100% audit and close out Deliver City Effective Auditors opinion the prior year Services Governance Update three Effectively Practice Prior to publication of the FY 50% 100% internal financial Deliver City Effective 2023-24 Proposed Budget, policies for City Services Governance create and adopt 3 new Council Adoption policies consistent with GFOA best practices, GAAP, and GASB where applicable. Update financial Effectively Streamline Update financial reporting 100% 100% reporting for Deliver City Municipal for investment portfolios investments Services Business Practices 155 FINANCE AND PURCHASING FY2023 HIGHLIGHTS • Personnel Services: increased $118,415, or 11.31% over prior year's budget due to MPEC Comptroller being transferred from the Hotel/Motel fund; addition of grant accountant partially funded by ARPA, and a change to staff allocation. • Maintenance and Repair: increased $3,200 due to furnishing an office for the new ARPA accountant and expenses related to the department's relocation • Utilities/Other Services: increased $5,291, or 28.21% as ARPA grants have resulted in a larger number of projects requiring bid processes, resulting in a larger advertising budget; binding and printing needs have also increased. 156 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Accounting and Finance Salaries-Supervision 223,472 342,388 314,897 Salaries-Clerical 89,538 98,313 108,190 Salaries-Operational 271,689 316,505 411,330 Overtime 1,561 1,000 1,590 Stability Pay 7,370 8,719 19,858 Cell Phone Allowance 724 720 720 FICA 43,416 55,568 60,651 TMRS Retirement 97,713 123,585 147,977 Life Insurance Contribution 782 1,061 1,061 Disability Insurance Contrib 591 791 791 Health Insurance Contributions 54,844 98,440 98,439 Supplies-Minor Office Tools/Eq 0 200 200 Supplies-Minor Furniture 679 6,000 6,000 Supplies-Office 4,151 9,500 9,500 Supplies-Periodicals/Supplemts 89 650 650 Supplies-Personal Computers 1,863 2,000 2,000 Supplies-PC Software 766 300 775 Supplies-Other 201 0 0 Maint-Office Furniture/Equip 0 2,800 6,000 Maint-Buildings 0 2,087 2,087 Services-Telephone 1,981 3,999 2,773 Service-Wireless PhoneAircards 0 460 460 Services-Other Professional 3,907 5,500 5,500 Services-Advertising 746 5,000 10,000 Services-Binding/Printing 5,027 3,800 6,000 Insurance Expense 0 115 115 Travel Expenses 8,939 11,000 15,500 Education Registration 4,823 5,000 5,500 Memberships 3,397 2,800 4,030 Postage/Freight 8,383 14,000 12,000 Total Expenditures $836,651 $1,122,300 $1,254,594 157 Police Department MISSION Our mission is to provide exceptional police service and protection for our community The goal of the Wichita Falls Police Department is to create safer neighborhoods and business districts for our visitors and residents to live, work, and enjoy. SERVICES PROVIDED • 24/7 police protection of the City and residents through proactive patrol strategies • 24/7 Public Safety Access Point for 911 emergency and non-emergency Police/Fire/Ambulance calls for assistance • Criminal Investigations on cases filed by victims of crime • Panic and burglar Alarm registration and police response • Community Services Crime Prevention Programs (Safe Schools, CRASE, Crime Free, etc.) • Provide police criminal/incident and vehicle accident reports to requesting citizens FY2022 ACCOMPLISHMENTS • Restarted the Junior Police Academies offering two academies. This program is fully funded by a private partnership. (Post COVID) • Restarted the Citizen Police Academy, successfully graduating the 43rd CPA with 25 participants. (Post COVID) • Community Services unit provided 56 (CRASE) Citizen Response to Active Shooter Events courses and 30 Crime Prevention/fentanyl courses to community groups and business in our City. • Developed protocols for mental health intervention by using a MHMR counseling hotline. • Shut down illegal gambling operations occurring in 18 local businesses • Removed 273 firearms off the streets through criminal and civil investigations • Secured $188.388.32 in Federal and State grant funding and $40,000 in Foundation donations for Rifle Rated Bullet Resistant vests. CONTACT INFORMATION Manuel Borrego Chief of Police 940-761-6832 Manuel.Borrego@wfpd.net 158 Police Department GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC PLAN PERFORMANCE FY2023 FY2024 DEPARTMENT PLAN GOAL MEASURE ESTIMATE TARGET GOAL STRATEGY Proactive Intelligent led Policing +/-# Property -7.3%from Reduce Part Intelligence Crimes previous year policing -2% 1 Crimes gathering +/-#Violent concepts Community Crime support Develop Seek local #of partnership 86 mental partnership foundation responses with commitments with MHMR Reduce police and national Helen 2% reduction calls for service involving to focus on foundation Farabee/Reduction MHMR in police call involving the funding in #of calls (1st year data) commitments involving the mentally ill Develop involving mentally mentally ill response plan ill Priority Amount of Drug/OD Investigate fentanyl cases 20 deaths/12 Reduce illegal sales prepared for -25 less fatal investigations Fentanyl Fentanyl and use of prosecution OD/5% for Narcotics cases sales in the fentanyl and Reduction in increase case Unit and Crimes investigated City against Persons associated overdoses and (1st year data) investigations unit OD/deaths deaths related to fentanyl Outfit all Foster patrol Officers Funding source trusting Find a funding with a determined and 100 Patrol relationships source for Body with our Worn Camera BWC/Continue funding secured / 77 Crime Officers with citizens (BWC)program/ to provide #of Crime Prevention BWC/5% through Engage the CRASE and Prevention courses increase in CP other Crime programs presented programs transparency public in safety Prevention requested and provided and civic training (CP) programs fulfilled. engagement to our citizens FY2024 HIGHLIGHTS • Personnel Services: increased by$1,577,041, or 5.71%due to COLA and Step increases. • Supplies: increased by$99,940 or 24.62%due to increases in clothing and uniforms, increased cost of ammunition, increased promotional supplies, and an increase in minor office tools. 159 Police Department • Utilities/Other Services: increased by$200,845, or 8.12%due to an increase in Central Garage charges and electricity costs. • Insurance/Contract Expenses: increased by$79,985 due to the payment of TML Law Enforcement Liability Insurance. • Other Expenditures: increased by$59,971, or 62.41%due to increased travel and education expenses, as well as payment for a Xerox lease 160 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Police Salaries-Supervision 163,814 162,751 172,526 Salaries-Clerical 1,092,441 1,337,540 1,340,423 Salaries-Operational 15,413,777 17,393,013 18,200,540 Pool Operational 22,793 146,793 269,604 Overtime 751,729 500,000 530,000 Certification Pay 276,927 278,220 274,800 Assignment Pay 30,857 40,800 36,000 Stability Pay 53,054 53,329 97,466 Longevity 468,204 475,383 449,879 Clothing Allowance 28,076 27,072 27,648 Cell Phone Allowance 6,090 6,480 3,420 FICA 1,326,512 1,313,284 1,508,082 TMRS Retirement 2,998,708 2,928,793 3,250,522 Life Insurance Contribution 22,037 22,010 22,010 Disability Insurance Contrib 16,627 16,676 16,676 Health Insurance Contributions 2,808,998 2,905,805 2,981,429 HSA Contributions-Employer 22,430 20,288 24,255 Supplies-Motor Vehicle 50 300 3,177 Supplies-Minor Tools and Equip 7,598 14,948 24,479 Supplies-Minor Office Tools/Eq 4,699 3,594 10,737 Supplies-Minor Furniture 9,052 10,135 9,925 Supplies-Office 73,912 76,000 77,000 Supplies-Photographic 6,300 5,950 4,500 Supplies-Medical/Drug 2,408 1,733 4,073 Supplies-Chemical 6,084 7,126 6,860 Supplies-Clothing and Uniforms 162,718 170,021 197,363 Supplies-Linen 679 1,133 1,133 Supplies-Educational 567 2,495 2,385 Supplies-Periodicals/Supplemts 4,485 2,261 9,056 Supplies-Ammunition 80,416 71,996 93,711 Supplies-Citizen Part Program 2,441 5,000 5,000 Supplies-Promotional 2,449 4,000 15,500 Supplies-Personal Computers 381 1,561 2,148 Supplies-PC Software 1,533 2,270 5,515 161 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Police Supplies-Other 40,758 25,432 33,333 Maint-Machine/Tools/Implements 1,739 4,000 4,500 Maint-Office Furniture/Equip 3,601 5,872 8,200 Maint-Radios 1,213 3,000 3,000 Maint-Instruments 1,601 8,888 9,688 Maint-PC Software 8,924 13,434 16,152 Maint-Police Facilities 15,934 15,920 15,920 Services-Telephone 47,558 62,935 55,952 Service-Wireless PhoneAircards 20,082 35,961 31,270 Services-Electricity 56,110 54,157 79,300 Services-Gas 4,519 4,500 5,200 Services-Wtr/Sewer/Sanitation 9,978 9,692 9,692 Services-Central Garage 1,508,995 2,088,362 2,293,918 Services-Chemical Disposal 290 2,000 5,000 Services-Other Professional 22,784 73,000 73,000 Services-Binding/Printing 4,904 27,494 7,100 Services-Subcontractors Mowing 9,850 9,600 10,200 Services-Other Miscellaneous 102,823 106,909 104,823 Insurance Expense 15 15 80,000 Claims and Settlements 0 2,000 2,000 Travel Expenses 19,423 27,926 52,460 Education Registration 9,285 12,143 23,220 In-Service Train/Tuition Asst 31,000 32,750 32,750 Lease Payments 21,430 0 21,848 Memberships 5,353 8,168 8,180 Boards/Local Meetings 1,119 2,600 2,600 Postage/Freight 11,863 12,500 15,000 Other Machinery and Equipment 492,500 1,500,000 0 Oper Transfer-Other 0 100,000 100,000 Total Expenditures $28,322,500 $32,258,019 $32,782,147 162 Fire Department MISSION To preserve life and property, promote public safety, and foster community partnerships through innovative, effective, and responsible all-hazard incident response. SERVICES PROVIDED • Structure fire, grass fire, fire alarm, and vehicle accident response. • Emergency medical response. • Hazardous material response along with confined space, high-angle, and trench rescue capabilities. • Regional response team for North Texas Association of Local Governments' 11 county jurisdiction. • Texas Interstate Fire Mutual Aid System (TIFMAS) Wildland Strike Team. • Wichita Falls Area All-Hazards Incident Management Team (WF-AHIMT); a type 3 large-scale emergency response team. • Fire and arson investigation. • Public fire safety education along with fire code enforcement and new construction plans review. • Community engagement, including but not limited to: Citizen's Fire Academy, station tours, community events, and charitable giving (through the Wichita Falls Professional Firefighter's Association). FY2023 ACCOMPLISHMENTS • Successfully hosted the joint Freedom Fest with Sheppard Air Force Base • Responded to 13,380 calls for service, including 144 building fires • Due to timely and efficient fire suppression, our fiscal year"value saved" exceeded $180,000,000. • Logged an excess of 27,000 hours of training • Successfully recruited and trained 16 new firefighters. • Received an excess of $600,000 in grants, including a grant to replace all 25 Automatic External Defibrillators (AEDs). • Improved our high-rise firefighting capabilities and equipment to industry best practices. CONTACT INFORMATION Ken Prillaman Fire Chief (940) 761-7903 Ken.prillaman@wichitafallstx.gov 163 Fire Department GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Meet national 4.2 Reinforce a standards for 4. Efficiently culture of staffing first deliver city superior Assemble 15 firefighters within nine 100% 100% minutes alarm services. customer assignments service. Meet national standards for 4.2 Reinforce a 4. Efficiently culture of First arriving engine on scene within first arriving deliver city superior 320 seconds of dispatch,95%of the 98% 98% apparatus on all structure services. customer time. fires service. Meet national standards for 4.2 Reinforce a 4. Efficiently culture of Assemble entire first alarm assembling deliver city superior assignment within 560 seconds of 90% 92% entire first services. customer dispatch, 90%of the time. alarm service. assignment Maintain 4.2 Reinforce a national and 4. Efficiently culture of Document 38,444 hours of training state standards deliver city superior 25,943 38,444 for hours of services. customer across all disciplines. training service. Meet national standards for 4.2 Reinforce a 4. Efficiently culture of Initial arriving unit to arrive on arriving on deliver city superior scene within 320 seconds of 95% 95% scene for medical services. customer dispatch, 95%of the time. service. emergencies. FY2024 HIGHLIGHTS • Personnel Services: increased by$1,305,042, or 7.19% due to COLA and Step increases. • Supplies: increased $31,077, or 8.30%from the prior year due to the replacement of uniforms and an increase in the cost of medical equipment. • Utilities/Other Services: increased $62,254, or 4.09%due to increased costs of electricity and fleet maintenance, as well as the use of Vector Solutions scheduling previously budgeted under Other Expenditures. • Other Expenditures: increased $15,042, or 23.02% due to increases in education and travel expenses. 164 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Fire Salaries-Supervision 355,567 375,874 398,430 Salaries-Clerical 74,067 77,267 129,455 Salaries-Operational 10,576,357 11,521,564 12,176,453 Overtime 846,331 575,000 636,000 Certification Pay 117,937 119,400 123,300 Assignment Pay 54,805 54,000 54,000 Stability Pay 1,623 1,623 3,796 Longevity 351,030 350,362 354,442 Cell Phone Allowance 2,538 2,160 5,040 FICA 891,983 934,544 994,631 TMRS Retirement 37,616 38,628 40,287 Life Insurance Contribution 14,025 14,235 14,235 Disability Insurance Contrib 10,665 10,886 10,886 Health Insurance Contributions 1,806,530 2,170,023 2,200,000 HSA Contributions-Employer 13,610 13,499 15,299 Fire Pension Contribution 1,584,138 1,895,527 2,303,380 Supplies-Motor Vehicle Fuel 38 0 0 Supplies-Minor Tools and Equip 67,005 64,580 71,105 Supplies-Minor Furniture 4,433 12,340 12,640 Supplies-Office 6,899 7,490 7,490 Supplies-Photographic 491 535 535 Supplies-Medical/Drug 22,849 36,240 38,310 Supplies-Janitorial 16,510 19,260 19,260 Supplies-Chemical 5,100 6,452 6,902 Supplies-Botanical/Agriculture 415 2,850 2,850 Supplies-Clothing and Uniforms 85,665 74,000 77,860 Supplies-Firefighting Clothing 59,133 122,100 138,932 Supplies-Linen 1,809 2,000 2,000 Supplies-Educational 9,742 17,700 18,000 Supplies-Periodicals/Supplemts 856 1,065 1,065 Supplies-Code Books 1,490 2,340 3,000 Supplies-Heating Fuel 1,495 0 0 Supplies-PC Software 57 0 0 Supplies-Other 3,346 5,670 5,750 165 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Fire Maint-Radios 371 4,290 4,290 Maint-Instruments 3,160 24,290 25,890 Maint-PC Software 43 0 0 Maint-Fire Facilities 3,530 0 0 Services-Telephone 30,926 34,826 23,995 Service-Wireless PhoneAircards 1,179 1,272 1,272 Services-Electricity 56,166 64,297 79,300 Services-Gas 20,961 20,000 26,000 Services-Wtr/Sewer/Sanitation 10,823 10,691 10,691 Services-Central Garage 1,167,579 1,326,687 1,358,216 Services-Other Professional 28,113 47,009 51,009 Services-Binding/Printing 3,969 3,842 3,842 Services-Other Miscellaneous 0 12,947 29,500 Travel Expenses 11,173 5,020 13,520 Education Registration 53,764 49,378 55,690 Lease Payments 2,238 2,129 2,129 Memberships 2,656 2,811 3,041 Postage/Freight 4,286 6,000 6,000 Machines/Tools/Implements 2,111 0 0 Oper Transfer-Other 85,149 128,998 134,128 Total Expenditures $18,514,354 $20,273,701 $21,693,846 166 CITY RECREATION MISSION To improve the quality of life of our citizens by delivering quality programs and services in a cost-effective and courteous manner. The Recreation Division oversees programming and registration in person, over the phone, and online for classes, lessons, camps, special events, and athletic teams. The Division is also responsible for reservations of park pavilions, the Log Cabin, Kemp/Sunnyside Center, East Lynwood Center, mobile stage, Lucy Park Swimming Pool, Sports Complex, Skate Park, and practice fields. SERVICES PROVIDED • Programming, registration, and marketing of low cost quality recreational programs for all ages. • Programming, registration, and marketing of recreational programs for citizens over the age of 50. • Programming, registration, and marketing of athletic leagues and tournaments. • Preparation and maintenance of recreation facilities and equipment. • Administration and marketing of reservations for rental facilities and equipment. FY2023 ACCOMPLISHMENTS • Overall 20% increase in revenue and participation from prior year. • Established online registration and reservation process for all programs, pavilions and ball fields. • New revenue records for Summer Day Camps, and Field Rentals. • New participation records in swimming pool attendance, Halloween and Easter Special Events. • Funding for and installation of artificial turf at the Sports Complex. • Hosted seven tournaments at the Sports Complex with an economic impact of$240,000. • New windscreens installed at the Hamilton Park Tennis Center. • Assumed management of the Hamilton Park Tennis Center. CONTACT INFORMATION Scott McGee Recreation Services Administrator 940-761-7492 scott.mcgee@wichitafallstx.gov 167 CITY RECREATION GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC STRATEGIC PLAN FY 2023 FY 2024 DEPARTMENT GOAL PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL STRATEGY Expand 1.Accelerate 1.7 sponsorship Expand sponsorship program, Economic Growth 1.8 program to 5.Actively Engage 5.1 update existing activities and 10% 10% increase create new ones to increase programs and & Inform the 5.3 revenue and economic impact. special events Public 5.4 1.Accelerate 1.3 Create and 1.7 recruit new Economic Growth. 1.8 Host up to 30 events at the 4. Efficiently 60% 100% events to the 4.4 Sports Complex Sports Complex Deliver City 4.5 Services 1.Accelerate Economic Growth 3 Redevelop 1.3 Maintain Downtown 1.7 existing 4. Efficiently 3'7 Maintain successful existing programs, Deliver City 4.4 programs,create 6 new 50% 100% create new Services 4.5 activities, programs or events ones. 5.Actively Engage 5.1 & Inform the Public 5.4 Develop a plan 1.Accelerate Economic Growth for financing 2. Provide Quality improvements 1.7 Develop a plan for financing to tennis Infrastructure 2.1 improvements to the tennis 4. Efficiently centers and 2.2 centers including Pickleball and 25% 50% possible Deliver City 4.5 possible alternatives for the alternatives for Services 4.5 Lucy Park Pool. the Lucy Park 5.Actively Engage Swimming Pool & Inform the Public 1.Accelerate 1.3 Economic Growth 1.6 Participate in 2. Provide Quality 2.1 the process of Infrastructure 2.2 funding and 4. Efficiently 2.3 Participate in funding and 50% 100% developing an Deliver City 2.5 developing a Parks Master Plan Parks Master Services 4.3 Plan 5.Actively Engage 4.5 and inform the 5.1 Public 168 CITY RECREATION FY2024 HIGHLIGHTS • Personnel Services: decreased by$97,800, or 9.57%due to the transfer of some benefitted positions to part-time, non-benefitted positions. • Supplies: increased by$24,198, or 29.06%due to increases in janitorial, chemical, athletic, and concession supplies. • Maintenance and Repair: increased by$66,650, or 95.97%due to the purchase of portable fences for the turf fields that were purchased using ARPA funds, as well as paying for the resurfacing of the tennis courts. • Utilities and Other Services: increased by$121,779, or 32.13% due to increased electricity payments, as well as a new tennis management agreement. 169 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Recreation Salaries-Supervision 68,415 71,493 75,779 Salaries-Clerical 67,271 69,872 74,059 Salaries-Operational 532,826 642,181 469,709 Pool Operational 6,201 0 11,641 Overtime 18,989 10,000 10,600 Stability Pay 10,617 10,890 21,780 Cell Phone Allowance 363 360 360 FICA 48,757 39,873 49,710 TMRS Retirement 77,231 78,353 107,217 Life Insurance Contribution 605 605 605 Disability Insurance Contrib 457 464 464 Health Insurance Contributions 102,240 97,873 102,240 Supplies-Minor Tools and Equip 4,893 1,605 2,000 Supplies-Minor Office Tools/Eq 5,958 0 0 Supplies-Minor Furniture 250 0 0 Supplies-Office 3,177 4,492 6,000 Supplies-Medical/Drug 138 0 0 Supplies-Janitorial 2,918 5,600 7,000 Supplies-Chemical 7,041 7,570 10,710 Supplies-Recreation 7,391 10,945 15,300 Supplies-Athletic 335 10,000 12,500 Supplies-Concession 22,736 26,500 33,000 Supplies 50 Plus Zone 0 7,000 8,000 Supplies-Clothing and Uniforms 2,594 3,300 4,100 Supplies-Periodicals/Supplemts 128 0 0 Supplies-Personal Computers 4,697 1,200 1,500 Supplies-PC Software 675 0 0 Supplies-Other 10,735 5,100 7,400 Maint-Machine/Tools/Implements 256 0 0 Maint-Pumps/Motors 0 1,500 1,500 Maint-Office Furniture/Equip 1,023 11,000 17,000 Maint-PC Software 43 50 900 Maint-Heating/Cooling Systems 0 1,200 1,200 Maint-Buildings 2,840 5,000 5,000 170 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Recreation Maint-Parks Facilities 6,305 23,700 22,500 Maint-Other Structures 20,159 27,000 88,000 Services-Telephone 5,033 8,190 6,866 Service-Wireless PhoneAircards 1,555 1,728 2,640 Services-Electricity 91,812 95,110 162,500 Services-Central Garage 59,578 68,688 61,264 Services-Bank 5,013 4,937 5,000 Services-Other Professional 135,415 180,700 126,500 Services-Tennis 0 0 120,000 Services-Advertising 5,593 10,000 8,000 Services-Binding/Printing 4,491 9,638 8,000 Travel Expenses 1,561 1,510 1,510 Education Registration 11,272 9,300 12,000 Lease Payments 2,434 0 0 Memberships 680 1,400 1,600 Rent-Equipment 3,693 7,000 7,700 Rent-Land/Structures 250 1,200 1,200 Postage/Freight 2,163 3,000 3,000 Other Machinery and Equipment 0 111,500 1,500 Total Expenditures $1,368,804 $1,688,627 $1,697,054 171 GENERAL PARK MAINTENANCE MISSION The Parks Maintenance Department consists of four divisions. Parks Maintenance, City Lot Division, Cemetery Division and MPEC Business Park/TXDOT ROW's. Our Mission is to make Wichita Falls a better place for people to live and visit by adding multi landscapes,trails and beautiful parks for the public to enjoy. SERVICES PROVIDED • Parks Maintenance Division maintained 39 parks (1,265 acres), 23 miles of Hike and Bike Trail, 50 miles of boulevards and medians with 150+flower beds, numerous City facilities including Memorial Auditorium, Regional Airport, Public Safety Training Center, Animal Reclaim Center, Police Station, Central Services, Library, Health Department, Muhlberger Travel Center, five parks at Lake Arrowhead and SAFB Travel Plaza along with the 12 ornamental median structures located throughout city. • City Lot Division maintained the City-owned trustee lots and the mowing of Code Enforcement violations, the crew mowed 1583 lots and cleaned 75.They also have removed countless loads of debris from illegal dumping and cut down several large dead trees on trustee lots that pose a threat to private properties. • MPEC/BP/ROW Division maintained the landscapes around MPEC Facilities,the 500-acre Business Park property and 560 acres of State Highway Right-of-Ways along with several thousand trees and irrigation. • Cemetery Division maintained operations of the four City-owned cemeteries. They conducted 96 funerals combined. Riverside expansion is slowly coming together; Riverside Phase I expansion has been quietly under construction since 2018. The division has completed the infill areas creating 350 spaces for sale, only 103 have sold. Another 350 spaces will require heavy equipment to complete. It should be progressing more in summer/fall 2023. • 2021/2022 was a challenging year. Parks Maintenance maintained the above at a low level because we still averaged 10 to 15 FTE employees short. FY2023 ACCOMPLISHMENTS • Maintained all of the above • Completed the new Veterans Memorial at Lake Wichita Park. (Funding LWRC) • Installed the ADA Kayak Dock at Lake Wichita Park(TPWD Grant) • Installed a new 50 foot ZipKrooz at Rotary Park (Rotary Club) • Installed shade structures with benches Rotary Park(Rotary Club) • Constructed a new large picnic shelter at Hamilton Park(WCMA) • Constructed new basketball court at Hamilton.(WCMA) • Installed new playground at Lucy Land (Budget) • Installed Musical Garden at Lucy Main Shelter. (Arts Council/WFSO) • Installed Neon City art structure under MPEC walk bridge. (Private) • New MPEC Parking Lot. • Installed a 9 hole disc golf course at Expressway Village Park (Recycle) • Constructed new restroom at O'Reilly Park(CDBG) • Constructed 2100 feet of new guard rail along Holiday Creek. (CDBG) • Installed a new 18 hole professionally designed Disc Golf course at Williams Park. (CDBG) 172 GENERAL PARK MAINTENANCE • Installed a new small shelter at Scotland Park (CDBG) • Installed electric service at the north shelter at Scotland Park. (CDBG) • Replaced over 1000 shrubs and dozens of trees that were killed in the hard freezes of 2021 and 2022 • Planted and maintained over 66,000 annual color bedding plants in 150+flower beds. ititir ;: mow,. 0 N43 , / / / 1 ' 1,,iiitimiTaidwitaimay., ,,, -,40c ` • .— VA - w �. , 1. aim ^^"""" ' - - f . ,y w a �. l if '0'' '�" r ,k, --'`. '''',,,--,:r - ''.7t,'.:- .7-7.57,1, 7.7z-i3:...R,,.4.... ., 4.'!iii,11,1 .". r!1`,'S.,_jtiii:: "5`--;7 '.•":: .P:'-:- � e� t �-^lelf4 emu.. `4, 'wze ` `¢',' , % �' 'may Y. .....-- II. - - �NM L T 173 GENERAL PARK MAINTENANCE s 't.-4'1;:- __ ' : _:,_F''''',..:*:$1'te-^'L'iL,*(-`,C`---,,+'7-'-'-P,', .- , i ',,„, , , i 1 1 4x y�. II,' w ; ','t ki . - • : i, m fh 4 -- �, fI ;111;1.—Ifira°1140,11''' gi��li'Iiill;I� bitMitt 1 I �,�e' ` ri- ��4 N yy 111 I �+'t �i 1111 i t �I IJI II II I I I .. I;=�I i"armil"r IYllIIIiI ,III / ! l � �� I[ J N , 'r.::"_-�_a ,. . III I .. LL' 174 GENERAL PARK MAINTENANCE • b r. ti sit k _ F' a+ -' m � - `" *7� �' BKy:�.,bm�.n .ems . � ,�� � ..vd ����^'* 0,...:-.4,,,,,L044,13.1,41 .;f,..te,..`lvig-ft;k1- ,,,...,s,r;-tt,,,°1,_, ...'-''',".11,..4%-k,11.2z.,i,j;;;,i,,.„-„A.-. — ,<-4--v,,,1":r1--',-P-:-:".WAtz:-,;-.f,:',';'''4-'*''',;fre-,,,r;2.,k,": ,,,Prz7,717:74'..44:.. • ,.. �.. ` ga k a'S` 4.a b1 ,r�x.�� ..`� ° � � � '§a" , .Es ..' f• P4 -� 4 n w.'. ' ,-r,,.t'R l 3 4 ^ ,.. 175 GENERAL PARK MAINTENANCE The Circle Trail is down to two sections (about 2 miles) left to complete the circle. We are waiting to hear the results of grants being awarded from TXDOT. ,Art r ..,�,�, • r „rl a p.-`'-'-"--,. x "`�"r='fi' d ' , to w t loo�, _! ,i #'k . • 1411Idr - ! ah7. ,c ► t j. iSo W .: r ^�rP . , 'it ' ' —3 AA ' 4 fr''' r- " - -r;',4' r 1 � j",q"L,r ,11 :u M ,',At ' " � v� i i`aka + `"."► .�f ,w L' x 4 _ S M.Y."x' ,•ti i J - +. W -^''.-- i.. [ & i 7'f �/]} .' r tLA tl '`, �I - a d r • I r k �, br, 7� p tiF� r r! } 7. Y .� br .y f ,,.� v, ` 9 �I Google Earth CONTACT INFORMATION Terry Points (940) 761-7609 terry.points@wichitafallstx.gov 176 GENERAL PARK MAINTENANCE GOALS & POLICIES FY 2024 STRATEGIC STRATEGIC PLAN PERFORMANCE FY 2023 FY 2024 DEPARTMENT PLAN STRATEGY MEASURE ESTIMATE TARGET GOAL GOAL Riverside 2-Provide 2.2 Complete Continue to build funding 0 Expansion Adequate Signature Public 45% 65% with sales and services Phase I & II Infrastructure Improvements Strate2 Strategy2.2 Provide Complete Signature Circle Trail Adequate Improvements Focus on Campfire to Lucy 0% 50% Infrastructure Public Improvements 2- Provide Design and 100% Bridwell Courts Adequate implement new Demolish and rebuild new 50% Infrastructure courts courts Work with Seek funding for Park Improvements outside groups signature park Continue to work with o 0 outside groups to create ideas 0% 50/o to improve improvements for park expansions parks Seek funding Seek funding Playground from different through budget, Continue to improve parks 30% 75% Replacements sources grants and donations FY2024 HIGHLIGHTS • Personnel Services: increased by$484,650, or 18.49%due to the addition of positions to continue construction of the Circle Trail, as well as COLA and Merit increases. • Maintenance and Repair: increased by$88,546, or 31.81%due to the replacement of the Lucy Park Pagoda that burned down, as well as increased water main maintenance and playground maintenance. • Utilities/Other Services: decreased by$180,912, or 11.89%due to the funding of a Parks Master Plan in FY 23 that is not needed to be funded this year, as well as a decrease in Central Garage charges, offset by increases in electricity costs and subcontractor services. 177 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Park Salaries-Supervision 159,269 169,003 179,129 Maintenance Salaries-Clerical 47,120 49,070 52,011 Salaries-Operational 1,307,265 1,643,697 2,028,923 Overtime 45,573 70,000 74,200 Stability Pay 32,148 32,548 58,632 Cell Phone Allowance 1,982 1,920 2,280 FICA 108,729 109,240 129,517 TMRS Retirement 242,244 243,409 279,351 Life Insurance Contribution 1,894 1,896 1,896 Disability Insurance Contrib 1,429 1,449 1,449 Health Insurance Contributions 410,171 297,328 297,328 HSA Contributions-Employer 2,383 2,016 1,509 Supplies-Minor Tools and Equip 7,344 10,556 12,515 Supplies-Minor Furniture 0 1,493 3,714 Supplies-Office 2,256 2,985 2,997 Supplies-Photographic 61 164 254 Supplies-Medical/Drug 176 266 266 Supplies-Janitorial 11,586 14,500 14,500 Supplies-Botanical/Agriculture 20,781 33,590 34,900 Supplies-Clothing and Uniforms 2,139 3,210 3,615 Supplies-Educational 0 376 376 Supplies-Periodicals/Supplemts 228 86 86 Supplies-Animal Feed 0 162 162 Supplies-Personal Computers 540 646 512 Supplies-Other 2,448 11,344 12,093 Maint-Machine/Tools/Implements 4,074 7,250 7,795 Maint-Pumps/Motors 12,321 10,150 11,500 Maint-Office Furniture/Equip 541 129 175 Maint-Radios 0 1,000 1,000 Maint-PC Software 5,087 7,910 8,000 Maint-Heating/Cooling Systems 1,878 10,000 10,000 Maint-Park Lighting 0 90,500 92,500 Maint-Water Mains 47,219 65,000 70,000 Maint-Other Improvements 3,012 5,000 5,550 178 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Park Maint-Buildings 850 5,000 7,500 Maintenance Maint-Parks Facilities 6,726 24,005 24,495 Maint-Bridges 6,953 15,000 77,000 Maint-Playground Equipment 7,804 22,900 34,525 Maint-Other Structures 2,155 14,500 16,850 Services-Telephone 2,827 3,598 3,161 Service-Wireless PhoneAircards 1,272 3,656 5,408 Services-Electricity 77,643 75,940 111,800 Services-Gas 6,542 7,000 7,300 Services-Wtr/Sewer/Sanitation 75,960 42,161 42,161 Services-Central Garage 648,381 800,690 781,095 Services-Other Professional 37 200,000 0 Services-Temporary Employment 0 200,000 200,000 Services-Binding/Printing 869 2,105 508 Services-Subcontractors 157,215 187,000 189,805 Claims and Settlements 0 6,000 6,000 Contract-Other Agencies 14,400 19,400 19,400 Travel Expenses 757 1,650 1,650 Education Registration 5,735 5,750 6,060 Lease Payments 1,729 2,350 2,380 Memberships 683 1,546 1,435 Rent-Equipment 1,069 3,500 3,500 Postage/Freight 1,049 750 750 Permit Expense- City Projects 0 500 500 Construction-Park Improvements 73,887 56,000 58,600 Landscape/Trees/Shrubs 57,803 92,400 93,200 Other Vehicles 0 0 100,000 Other Machinery and Equipment 0 410,000 12,700 Total Expenditures $3,634,244 $5,101,294 $5,206,519 179 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Business Park Maint& 1000 Salaries-Operational 193,388 316,394 321,179 5th Overtime 6,100 2,500 3,180 Stability Pay 1,210 1,210 4,042 Cell Phone Allowance 363 360 360 FICA 14,717 13,412 19,143 TMRS Retirement 31,950 29,815 41,287 Life Insurance Contribution 255 235 235 Disability Insurance Contrib 192 178 178 Health Insurance Contributions 53,055 41,168 53,055 HSA Contributions-Employer 397 504 0 Supplies-Minor Tools and Equip 488 1,766 1,888 Supplies-Office 251 350 350 Supplies-Botanical/Agriculture 0 100 100 Supplies-Clothing and Uniforms 0 913 913 Supplies-Personal Computers 0 200 280 Supplies-Other 99 4,630 4,730 Maint-Machine/Tools/Implements 377 666 796 Maint-Radios 0 650 650 Maint-Water Mains 5,341 9,300 9,300 Service-Wireless PhoneAircards 456 456 456 Services-Central Garage 51,587 72,040 81,715 Landscape/Trees/Shrubs 3,474 2,630 8,200 Total Expenditures $363,701 $499,477 $552,036 180 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget City Lot Mowing Program Salaries-Operational 70,547 115,461 128,783 Overtime 1,427 1,000 1,060 Stability Pay 2,420 2,420 2,420 FICA 5,370 4,564 7,138 TMRS Retirement 11,324 10,434 15,397 Life Insurance Contribution 92 80 80 Disability Insurance Contrib 70 62 62 Health Insurance Contributions 19,468 8,673 19,468 Supplies-Minor Tools and Equip 606 1,189 1,261 Supplies-Office 58 96 96 Supplies-Medical/Drug 0 50 50 Supplies-Botanical/Agriculture 0 100 100 Supplies-Clothing and Uniforms 0 220 220 Supplies-Other 36 504 504 Maint-Machine/Tools/Implements 0 162 362 Maint-Radios 0 650 650 Services-Central Garage 18,772 22,787 18,732 Total Expenditures $130,190 $168,452 $196,382 181 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Cemetary Salaries-Operational 113,622 143,057 180,363 Overtime 3,780 3,000 3,180 Stability Pay 3,630 3,630 4,840 Cell Phone Allowance 363 360 360 FICA 8,504 10,078 7,786 TMRS Retirement 19,986 24,040 16,793 Life Insurance Contribution 150 186 186 Disability Insurance Contrib 113 141 141 Health Insurance Contributions 51,956 48,097 51,956 HSA Contributions-Employer 108 0 0 Supplies-Minor Tools and Equip 510 1,042 1,056 Supplies-Office 75 75 100 Supplies-Medical/Drug 0 50 50 Supplies-Janitorial 0 25 250 Supplies-Botanical/Agriculture 0 100 100 Supplies-Clothing and Uniforms 0 162 162 Supplies-Other 4,977 8,666 8,791 Maint-Machine/Tools/Implements 1,312 3,316 3,412 Maint-Radios 0 650 650 Maint-Other Equipment 0 600 600 Maint-Water Mains 0 1,112 1,112 Maint-Walks/Drives/Parking Lot 16,574 22,575 25,075 Services-Telephone 906 696 827 Services-Electricity 535 614 780 Services-Gas 1,298 1,500 1,600 Services-Wtr/Sewer/Sanitation 17 323 323 Services-Central Garage 29,100 35,704 44,780 Services-Binding/Printing 0 162 162 Postage/Freight 243 108 108 Construction-Park Improvements 1,241 2,688 3,000 Total Expenditures $259,000 $312,757 $358,542 182 Development Services Department/Planning Division MISSION Planning tomorrow's future in a development-friendly way. This is accomplished by being a fair, thorough, responsive and professional team that provides sound development guidance and structured recommendations for a progressive and prosperous future ultimately enhancing the community for today and tomorrow. SERVICES PROVIDED • Short Range/Current Planning: Predevelopment coordination for all development projects and inquiries (commercial and residential) Land development—owner-initiated annexation, platting/subdivision Regulatory Review- Rezoning, Land Use Plan Amendments, Conditional Uses, Variance cases Site Plan Review Zoning Code Interpretations and Ordinance Amendments Inquiries related to land development, addressing, waiver requests, zoning certifications, GIS, etc. • Long Range/Comprehensive Planning: Economic development—Reinvestment Zones; Economic Incentives Programs (e.g. TIF Zones, 4B Downtown) Historic Preservation Programs— Landmark/Historic District nominations; Sec. 106 reviews; Design Review services for designated properties Comprehensive Planning/Programming Revitalization Initiatives—Downtown Redevelopment; Neighborhood Revitalization Program Demographics—Socioeconomic Data; review updates for population estimates and projections from the Texas Demographic Center(TDC); Decennial Census, ACS and through Data.gov survey data Military/Aviation and Encroachment Planning via implementation of the Joint Land Use Study(JLUS) Coordination and assistance for proposed Low-Income Housing/Finance Corp. affordable projects FY2023 ACCOMPLISHMENTS • Worked in collaboration with downtown property owners/tenants and DWFD Inc. to implement a key component of the Downtown Zoning Diagnostic Plan - Zoning Realignment in greater downtown after conducting a series of public forums Spring 2022 and work sessions with Planning & Zoning Commission and City Council. • Published an online digital mapping tool for public access with various City department spatial data (e.g. land parcels, aerials, zoning, floodplain, 4B eligible area, tax increment finance zones, etc.) • Collaboration with SAFB and USDA to continue JLUS (Joint Land Use Study) implementation with procedural interpretation changes to Wichita Falls landscaping standards. These changes help reduce potential bird habitat areas thus assisting in alleviating BASH (Bird Air Strike Hazards) issues which impact military/civilian aviation safety and maneuvers. • Doubled the number of pre-development team meetings (187) held with commercial, industrial and residential prospects which has improved the ease of development within Wichita Falls. • Processed 1 owner-initiated annexation to accommodate a multi-family development under construction. • Processed 81 plats to subdivide land for development, ranging from preliminary to final. • Reviewed 48 site plans for consistency with zoning standards, particularly setbacks, parking, signage and landscaping. • Issued 120 property addresses either through the platting process or requests for re-address. 183 Development Services Department/Planning Division • Processed 44 design review requests for historically designated properties between staff and Landmarks. CONTACT INFORMATION Karen Montgomery-Gagne Fabian Medellin Principal Planner—Planning Division Planning Manager—Planning Division 940-761-7451 940-761-7451 Karen.montgomery@wichitafallstx.gov Fabian.medellin@wichitafallstx.gov 184 Development Services Department/Planning Division GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC PLAN FY2023 FY2024 DEPARTMENT PLAN PERFORMANCE MEASURE GOAL GOAL STRATEGY ESTIMATE TARGET Neighborhood 1.0 Accelerate 1.6 Revitalize Initiate implementation of Revitalization Economic Depressed& neighborhood revitalization Growth Declining priorities under Phase I: 70% 90% Neighborhoods -Ord. revisions(junk vehicle/trees) -Bridwell Park improvements - Bi-annual information fair Phase II: 20% 60% -Neighborhood clean-up programs -Partnerships w/non-profits (Christmas-in-Action;Operation Fresh Start) -Create neighborhood branding -Property maintenance code area -Rental registration program Downtown 3.0 Redevelop 3.2 Continue Zoning Diagnostic Report Revitalization Downtown Implementation of Implementation: 40% 60% Plan the Downtown -Zoning Realignment 100% -- Implementation Master Plan - Parking Assessment/Signage 15% 80% Increase 4.0 Efficiently 4.4 Practice Actively work with Landmark Com. 20% 60% Awareness of Deliver City Effective and partner agencies to improve Historic Services Governance community awareness of: Preservation 5.0 Actively 5.1 Enhance public - Historic District properties and Programs Engage& outreach and associated Design Standards thus Inform the engagement reducing non-compliant Public alterations -commercial/institutional historic rehab funding assistance programs Streamline 4.0 Efficiently 4.3 Streamline Continued implementation of Development Deliver City Municipal Business improved coordination in the Review Process Services Processes development review process with: 3.0 Redevelop 3.3 Support - Phase II: Plats Checklist 100% -- Downtown Innovative, Flexible - Phase III: Plats Checklist v2 50% 100% Building Practices Subdivision& 4.0 Efficiently 4.3 Streamline Subdivision Ordinance revisions to 20% 70% Development: Deliver City Municipal Business Local Government Code and Compliance Services Processes incorporate revised engineering Update standards for commercial/ industrial development. ARPA Project 4.0 Efficiently 4.4 Practice Continued coordination with 10% 50% Coordination Deliver City Effective project managers regarding Services Governance reporting and compliance with 5.0 Actively 5.4 Strengthen federal ARPA(American Rescue Engage& Supportive Plan Act)funding. Inform the Partnerships with Public Non-for-Profit Community. 185 Development Services Department/Planning Division Zoning 4.0 Efficiently 4.4 Practice Revise zoning ordinance 40% 100% Ordinance: Deliver City Effective regulations, including sign Compliance Services Governance standards,to better align with Update federal judicial rulings and new state statutes. FY 2024 HIGHLIGHTS • Personnel Services: increased by$32,620, or 5.89% due to COLA and Merit increases and the addition of a Neighborhood Revitalization Coordinator/Planner position. • Other Expenditures: decreased by$8,781, or 31.75% due to decreased meeting funding • Capital Improvements: increased by $32,000 for the purchase of a new car for the additional Neighborhood Revitalization Coordinator position. 186 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General City Planning Salaries-Supervision 214,408 224,725 204,431 Salaries-Clerical 34,796 35,644 37,790 Salaries-Operational 101,412 150,568 196,475 Overtime 251 0 0 Stability Pay 2,957 2,958 8,032 Cell Phone Allowance 724 720 720 FICA 25,923 26,311 27,962 TMRS Retirement 58,491 59,015 60,308 Life Insurance Contribution 429 459 459 Disability Insurance Contrib 322 347 347 Health Insurance Contributions 50,426 52,655 49,500 HSA Contributions-Employer 397 504 503 Supplies-Minor Furniture 950 1,081 0 Supplies-Office 2,647 3,000 3,000 Supplies-Clothing and Uniforms 150 0 120 Supplies-Educational 0 165 150 Supplies-Periodicals/Supplemts 1,052 896 954 Supplies-Personal Computers 0 1,100 626 Supplies-PC Software 0 595 1,672 Maint-PC Software 0 245 894 Services-Telephone 1,411 2,751 1,842 Services-Central Garage 3,461 4,028 3,996 Services-Other Professional 4,234 0 0 Services-Lien Filings (1,040) 2,700 5,000 Services-Advertising 2,388 3,000 3,000 Services-Binding/Printing 1,977 750 750 Travel Expenses 3,467 6,535 6,100 Education Registration 1,144 3,600 3,250 Lease Payments 1,381 1,531 2,320 Memberships 1,043 2,144 2,009 Boards/Local Meetings 1,916 11,500 3,000 Postage/Freight 813 2,350 2,200 Motor Vehicles 0 0 32,000 Total Expenditures $517,530 $601,877 $659,409 187 Building Inspections MISSION The Building Inspection Division provides a platform for insuring the safety of the built environment through codes and standards adopted by the city of Wichita Falls.The Permit Technician staff processes applications, reviews submittals, and issues on average 36 permits per day. Commercial plan review services are conducted by the Plan Examiner to insure submittals meet local requirements prior to issuing permits. Onsite inspections for building, electrical, plumbing, and mechanical work is completed by our field inspector team and averages 70 inspections per day. SERVICES PROVIDED • Residential/Non-Residential Building Permit Review • Residential/Non-Residential Building Inspections • Oversight and Tracking of the City's Backflow Prevention program • Answer daily technical and general questions from the public and contractors • Attend Pre-Development meetings with potential building and development applicants to provide technical information and guidance FY2023 ACCOMPLISHMENTS • Added a third-party backflow company in BSI for tracking compliance with the city's backflow program. • Held four(4) Development Stakeholders Meetings to discuss development-related topics • Continued implementation of a third-party inspection company in SAFEBUILT to facilitate inspection for the two new high schools. • Moved the plan review for commercial projects to a 5 day average with the help of all departments. CONTACT INFORMATION Ricky Horton, Building Official 940-761-7460 Ricky.horton@wichitafallstx.gov 188 Building Inspections GOALS & POLICIES FY 2024 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE GOAL GOAL STRATEGY ESTIMATE TARGET Create policies, in coordination with the Continue to enhancement of the 4. Efficiently 4.3 Streamline permit software and plan review Director,to improve Deliver City Municipal software to streamline the 80% 100% departmental Services Business customer and employee efficiencies and experience customer service Practices Assist in leading and 14. Efficiently 4.3 Streamline Deliver City Municipal advancing a solutions Services Business Increased public awareness oriented and "user Practices of services and benefits the friendly" local 85% 90% government access Division/Department attitude within the 5.Actively 5.1 Enhance provides. Engage and Public Division/Department inform the public Outreach and Engagement Continue to improve 4.2 Reinforce the permit, inspection 4.0 Efficiently a Culture of Research new permit software and plan review Deliver City Superior and continue enhancements and 75% 85% systems to keep up Services Customer upgrades for the inspections and with customer needs. Service plan review process FY2024 HIGHLIGHTS • Personnel Services: decreased by$12,929, or 1.44% due to COLA and Merit increases offset by decreases in TMRS retirement contributions and health insurance contributions. • Utilities/Other Services: decreased by$8,059, or 5.35%due to decreased Central Garage charges. 189 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Inspection Salaries-Supervision 146,364 175,342 160,641 Salaries-Operational 405,280 449,109 463,889 Overtime 740 0 0 Stability Pay 7,260 7,260 12,100 Cell Phone Allowance 2,230 2,520 1,440 FICA 39,374 46,374 45,152 TMRS Retirement 88,556 102,958 97,385 Life Insurance Contribution 702 765 765 Disability Insurance Contrib 530 581 581 Health Insurance Contributions 101,254 110,724 101,254 HSA Contributions-Employer 496 504 0 Supplies-Minor Tools and Equip 755 300 300 Supplies-Minor Furniture 5,100 860 860 Supplies-Office 3,835 2,700 2,700 Supplies-Medical/Drug 0 100 100 Supplies-Clothing and Uniforms 863 800 1,000 Supplies-Educational 1,855 500 500 Supplies-Code Books 1,515 3,000 3,000 Supplies-Personal Computers 940 480 480 Supplies-Other 0 200 200 Maint-Systems Hardware 218 270 270 Maint-PC Software 385 415 415 Services-Telephone 2,477 5,312 3,468 Service-Wireless PhoneAircards 3,153 4,103 4,104 Services-Central Garage 27,616 55,251 49,016 Services-Bank 45 0 0 Services-Other Professional 88,888 78,500 78,500 Services-Binding/Printing 2,535 2,381 2,400 Services-Subcontractors 0 5,000 5,000 Travel Expenses 2,240 2,700 2,700 Education Registration 4,820 4,000 4,000 Lease Payments 1,381 2,000 2,320 Memberships 304 850 850 Boards/Local Meetings 676 2,400 2,400 190 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Inspection Postage/Freight 1,745 5,375 5,375 Total Expenditures $944,131 $1,073,633 $1,053,165 191 Development Services/Code Enforcement Division MISSION Code Enforcement Division is responsible for proactively inspecting properties within the city limits to ensure a safe, sanitary, and clean city while reducing the appearance of slum and blight. SERVICES PROVIDED • Enforcement of city ordinances related to property violations. o Including but not limited to: Weeds/grass, rubbish/trash, outdoor storage, front yard parking, unsecured vacant structures, hazardous structures, and sign violations. • Determining if vacant structures meet the criteria for demolition and completing the demolition process. FY2023 ACCOMPLISHMENTS • Between October 1, 2022 and June 30, 2023 o 5,308 Total Cases o 10,201 Total Inspections o 826 Citations Issued • Seventeen (17) properties taken to City Council for demolition orders. • Thirteen (13) additional properties will be taken to City Council for demolition orders in July 2023. • Twenty-five (25) hazardous structures demolished. Three commercial properties pending bid award for asbestos abatement and demolition. • Continued to streamline MyGov workflows to increase case processing efficiency. • Addition of Code Enforcement Officer specifically dedicated to the Central Wichita Falls Neighborhood Revitalization Area; position funded through positional cost reallocation, with no above-current cost added to the FY 2023 budget. CONTACT INFORMATION Ryan Chavis Rita Miller Code Enforcement Supervisor Neighborhood Services Manager 940-761-8841 940-761-8841 Ryan.Chavis@wichitafallstx.gov Rita.Miller@wichitafallstx.gov 192 Development Services/Code Enforcement Division GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Development 3. Redevelop 3.2 Continue Systems and policies are in place to 95% 100% and Downtown implementation effectively and efficiently enforce Implementation of the new Downtown Vacant Structure of systems& Downtown Registry and Property Maintenance policies related Master Plan Code ordinances. to new downtown ordinances. Participate in 1.Accelerate 1.6 Revitalize Assist Development Services staff 70% 95% Neighborhood Economic Depressed and to determine needs,goals and Revitalization Growth Declining implementation of ordinances efforts Neighborhoods needed for revitalization efforts. Continue to 4. Efficiently 4.3 Streamline Shorten the time it takes from the 90% 100% improve the Deliver City Municipal time a hazardous structure is demolition Services Business identified to the time it is process Processes demolished. Work with 4. Efficiently 4.4 Practice Using MyGov 5.0 work with 75% 80% other Deliver City effective departments to improve departments Services governance. functionality of the software, and divisions & improve reporting, and streamline to improve 4.5 Promote and processes for effective MyGov encourage communication between efficiencies innovation. departments. FY 2024 HIGHLIGHTS • Utilities/Other Services: increased by$49,098 due to subcontractor services increasing in cost. 193 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Code Enforcement Salaries-Supervision 16,130 16,857 70,067 Salaries-Clerical 29,346 30,666 26,008 Salaries-Operational 240,861 287,862 252,220 Stability Pay 5,391 5,391 5,890 Cell Phone Allowance 1,743 1,800 1,152 FICA 21,384 23,129 26,644 TMRS Retirement 48,292 51,761 57,468 Life Insurance Contribution 384 390 390 Disability Insurance Contrib 290 298 298 Health Insurance Contributions 60,465 68,673 50,000 HSA Contributions-Employer 5 0 498 Supplies-Minor Tools and Equip 0 1,000 200 Supplies-Minor Furniture 1,133 200 300 Supplies-Office 1,759 3,350 3,350 Supplies-Medical/Drug 30 55 55 Supplies-Clothing and Uniforms 500 550 550 Supplies-Personal Computers 460 0 0 Supplies-System Software 0 0 600 Supplies-Other 0 120 150 Maint-Systems Hardware 0 110 150 Maint-PC Software 300 325 405 Services-Telephone 0 1,332 1,470 Service-Wireless PhoneAircards 3,165 3,191 3,648 Services-Central Garage 27,615 24,827 34,057 Services-Binding/Printing 507 1,577 850 Services-Subcontractors 1,185 10,000 50,000 Travel Expenses 0 1,100 1,500 Education Registration 974 2,250 1,500 Lease Payments 777 777 1,195 Memberships 150 400 400 Postage/Freight 8,233 8,500 8,500 Total Expenditures $471,078 $546,492 $599,515 194 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget CDBG Code Enforcement Salaries-Supervision 4,032 4,215 14,325 Salaries-Clerical 0 0 6,498 Salaries-Operational 5,648 7,494 15,121 Terminal Pay 0 183 0 Stability Pay 0 0 366 Cell Phone Allowance 1 0 18 FICA 692 748 2,750 TMRS Retirement 1,593 1,688 5,930 Life Insurance Contribution 13 19 19 Disability Insurance Contrib 10 14 14 Health Insurance Contributions 1,424 2,040 5,086 HSA Contributions-Employer 0 0 5 Supplies-Office 0 350 350 Supplies-Medical/Drug 0 12 25 Supplies-Clothing and Uniforms 12 55 55 Supplies-Other 0 50 50 Services-Telephone 1,659 2,499 1,062 Services-Central Garage 11,587 11,587 2,872 Services-Court Cost/Registrat 1,500 1,000 1,350 Services-Advertising 346 3,500 3,500 Services-Binding/Printing 0 150 150 Travel Expenses 0 800 600 Education Registration 130 1,900 800 Postage/Freight 0 1,300 1,250 Budget Contingency 0 40,397 514 Total Expenditures $28,647 $80,001 $62,710 195 GENERAL PROPERTY MANAGEMENT/LAKE LOTS MISSION To provide exemplary service in a timely and efficient manner to both external and internal customers/staff while being fiscally responsible and communicative. SERVICES PROVIDED • Handle all Real Estate transactions for the City. Negotiate for property acquisition and disposition, prepare and file legal documents such as deeds, easements, detention agreements, encroachments, leases, etc. • Maintain and invoice City leases: Grazing, hunting, parking, billboards, and Wichita Valley Water Improvement district. • Assist all departments with real property research such easements, encroachments, alley closures, etc. • Research legal documents for internal and external customers. • Prepare lake leases, collect rents, and enforce compliance of City Codes. • Meet and work with the Lake Arrowhead Association board members. • Log, track, and invoice all mowing done by Parks on the Code complaints on Private and Complaint lots. Prepare and file all liens and lien releases, collect monies owed for invoices and liens. • Ensure Code compliance on all trustee properties, secure and market properties for sale. Monitor and track all activities, expenses and provide annual reports to the WFISD and Wichita County. • Invoice and collect all City leases. • Manage the Lindeman Parking Garage. • Collaborate with Wichita County, WFISD and Perdue, Brandon, Fielder, Collins & Mott LLP regarding tax foreclosures. • Collaborate with Downtown Development regarding downtown development and encroachments on City property. • Review and file all plats submitted. • Attend all pre-development meetings. FY2023 ACCOMPLISHMENTS • Acquired Laserfiche machines and are actively scanning current and archived documents. Scanned approximately 8,000 documents so far. • Reduced the Trustee Property Inventory tremendously thus eliminating mowing needs and expenses while placing the property back on the tax rolls. • Billed and Collected City Leases:Grazing, hunting, parking, land, lake leases, billboards,and Wichita Valley Water Improvement district for a total of$753,596.00. • Filed a total of 460 legal documents. • Lake Arrowhead and Lake Kickapoo: Entered into 9 new leased lots, demolished structures on 2 lease lots, terminated 2 leases and transferred 16 leases. • Trustee Properties: Nine properties were stuck off to the City as trustee; 8 of the 9 have sold and the sale is pending on the 9th property-all in-house sales and for values greater than the struck off price • Liens: Filed 254 liens, Released 348 liens, Mailed 363 Mowing Invoices and 18 Demolition Invoices • 196 GENERAL PROPERTY MANAGEMENT/LAKE LOTS CONTACT INFORMATION Pat Hoffman Property Administrator 940-761-8816 pat.hoffman@wichitafallstx.gov GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Transition to 4.3 Streamline 4. Efficiently paperless real Municipal Reduction in paper transactions estate/lease Deliver City Business compared to FY 2021 N/A 20% Services transactions Processes Continue to digitize/organize Digitize all current documents daily 4. Efficiently 4.3 Streamline legal documents Deliver City Municipal while designating 1-2 hours each for compliance day to digitize old documents. 5% 20% Services Business and efficient (Deeds,easements, Processes accessibility and encroachments, leases, liens,etc.) space saving. Attend annual leaseholders Improve 4.3 Streamline meetings and continue to 4. Efficiently relationships Deliver City Municipal collaborate with leaseholders to 50% 70% with Lake lease Business improve the property and promote holders Services Processes pride of ownership. Encourage new development. Promote the 4. Efficiently 4.3 Streamline Promote the parking garage leases Lindeman Deliver City Municipal and encourage Downtown property 5% 20% Parking Garage Services Business owners to utilize. Processes FY2024 HIGHLIGHTS • Personnel Services: increased by$24,382, or 5.93%due to COLA and Merit increases. • Supplies: increased by$3,599, or 42.29% due to increases in personal computer supplies. 197 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Property Salaries-Supervision 91,114 95,217 100,935 Management Salaries-Clerical 17,016 17,788 18,851 Pool Clerical 0 1,200 0 Salaries-Operational 98,785 103,255 109,468 Overtime 116 0 0 Stability Pay 3,630 3,630 6,050 Cell Phone Allowance 363 720 360 FICA 15,862 16,510 17,538 TMRS Retirement 34,722 35,681 37,827 Life Insurance Contribution 277 278 278 Disability Insurance Contrib 209 210 210 Health Insurance Contributions 23,425 21,831 23,425 Supplies-Minor Tools and Equip 324 538 538 Supplies-Minor Office Tools/Eq 1,208 968 968 Supplies-Minor Furniture 299 0 0 Supplies-Office 1,734 2,215 2,215 Supplies-Medical/Drug 0 54 55 Supplies-Clothing and Uniforms 120 180 180 Supplies-Educational 0 323 300 Supplies-Periodicals/Supplemts 74 710 710 Supplies-Personal Computers 0 0 2,514 Supplies-System Software 1,322 1,344 1,344 Supplies-PC Software 0 0 90 Services-Telephone 734 1,549 1,034 Service-Wireless PhoneAircards 0 0 957 Services-Electricity 0 561 561 Services-Gas 3,433 3,500 3,700 Services-Central Garage 593 710 995 Services-Other Professional 7,500 1,209 2,400 Services-Lien Filings 17,548 26,875 17,500 Services-Court Cost/Registrat 2,248 5,375 4,000 Services-Advertising 2,198 1,613 1,613 Services-Binding/Printing 226 1,613 1,000 Services-Subcontractors 2,205 5,375 5,000 198 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Property In City Mileage Reimbursement 2,053 2,000 2,000 Management Travel Expenses 0 1,935 2,500 Education Registration 250 2,600 3,000 Memberships 0 269 300 Postage/Freight 536 806 0 Cnstrctn-Tr Signals/St Lts 0 500 0 Total Expenditures $330,123 $359,138 $370,417 199 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Lake Lot Administration Salaries-Clerical 17,017 17,788 18,851 Salaries-Operational 56,559 59,003 62,551 Overtime 46 0 0 Stability Pay 1,210 1,210 3,630 Cell Phone Allowance 363 360 360 FICA 5,354 5,504 6,228 TMRS Retirement 12,373 12,696 13,431 Life Insurance Contribution 99 98 98 Disability Insurance Contrib 74 74 74 Health Insurance Contributions 15,689 18,418 15,689 Supplies-Minor Tools and Equip 158 161 200 Supplies-Minor Office Tools/Eq 99 215 200 Supplies-Minor Furniture 35 0 0 Supplies-Office 1,386 1,613 1,500 Supplies-Clothing and Uniforms 80 100 100 Supplies-Personal Computers 0 0 1,064 Supplies-PC Software 0 0 45 Supplies-Other 0 101 100 Maint-Lake Roads 24,885 37,625 37,625 Services-Telephone 174 356 245 Service-Wireless PhoneAircards 0 0 456 Services-Central Garage 4,591 5,264 5,381 Services-Other Professional 0 323 350 Services-Court Cost/Registrat 0 108 200 Services-Advertising 0 538 500 Services-Binding/Printing 340 538 600 Services-Subcontractors 0 17,200 10,000 Travel Expenses 0 215 215 Education Registration 90 250 250 Memberships 75 150 150 Postage/Freight 1,982 1,075 1,100 Cnstrctn-Tr Signals/St Lts 0 323 0 Total Expenditures $142,677 $181,304 $181,192 200 TRAFFIC ENGINEERING DEPARTMENT MISSION The Traffic Engineering Department is responsible for the following: • Address traffic issues through analysis of traffic data and proper selection/application of traffic control devices. • Design, build, operate, and maintain traffic signals, school zone beacons, traffic control signs, street lighting, and pavement marking. • Operate and manage the City's computerized traffic control system. • Investigate and abate traffic hazards. • Operate school crossing guard program. • Provide traffic engineering expertise in the real estate development process for upcoming projects by coordinating with Public Works and Planning Departments. • Assist the development process by analyzing traffic related projects through information, document review, and traffic engineering expertise. SERVICES PROVIDED • Maintenance/repair on signals, street lights,traffic signs, and pavement markings • Signal detection systems • Outdoor warning systems • School warning beacons • Identification and installation of proposed bicycle infrastructure • Install additional street lighting in the City, as needed • Infrastructure improvements and reconstruction • Annual sign replacement project • Street lighting • Annual roadway striping project FY2023 ACCOMPLISHMENTS • Installed 20 miles of Shared bike lane on S H 240 to East Scott, Taft Blvd to SWPWY, Weeks Park Lane to Taft, and dedicated lanes on City View Drive. Total bike lane miles 38 • Installed signal system on Maplewood & McNeil • Upgraded signal cabinets with TS-2 technology at two intersections (Fairway @ Kell, 13th @ Broad) • Replaced twenty-nine damaged Wayfinding signs throughout the city • Completed upgrades on all 49 School Beacons with Al cellular Communications • Continue to improve financial performance of the traffic department CONTACT INFORMATION Larry Wilkinson Traffic Engineering Superintendent 940-761-7643 Larrv.wilkinson@wichitafallstx.gov 201 TRAFFIC ENGINEERING DEPARTMENT GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Install Continue the additional Provide Quality bicycle friendly Installation of 18-miles of shared $100,000 $100,000 shared bike Infrastructure bicycle lane infrastructure 4B funds 4B funds initiative lanes Provide Quality Upgrade or Ensure proper replacement of Upgrade Signal Infrastructure replace outdated Traffic Signal Cabinets based on a Cabinets public facilities 25-year life cycle $60,000 $63,200 Provide Quality Upgrade or Upgrade remaining school warning Upgrade School Infrastructure replace outdated beacons to cellular communication Warning public facilities to improve operational $0 $80,000 Beacons performance Provide Quality Upgrade or Upgrade roadway pavement Annual Striping Infrastructure replace outdated markings to better perform for Project public facilities public use(5-Year Program) $50,000 $50,000 Provide Quality Upgrade or Replace annual signage identified Annual Sign Infrastructure replace outdated per section of City to better control Replacement $42,000 $44,000 public facilities sign performance and life cycle Project Replace Provide Quality Upgrade or Complete correction of Wayfinding Damaged Infrastructure replace outdated deficiencies; prepare for annual Wayfinder public facilities maintenance/repair of Wayfinding $181,000 $25,000 Signs Infrastructure Provide Quality Upgrade or Traffic Signal Infrastructure has a Complete Infrastructure replace outdated 50-Year Life Span;Complete Annual Traffic $0 $80,000 Signal Overhaul public facilities reconstruction is recommended FY2024 HIGHLIGHTS • Supplies: increased $73,392, or 73.08% over the prior year due to increased investments in traffic signal control infrastructure. • Maintenance and Repair:decreased$18,249,or 9.33%due to decreased maintenance projects on street lights • Debt Expenditures: increased $8,029, or 2.54% over the prior year due to changes in yearly bond repayments according to the schedule provided with the issuance of the bond. More information can be found in the Debt Service Fund section of this document as well as the Annual Comprehensive Financial Report (ACFR) on the City's website. • Other Expenditures: increased by $5,420, or 106.69% due to increases in In-City Mileage reimbursement, travel expenses, and education registration • Capital Improvements: decreased by $37,450, or 4.73% due to decreases on traffic signal infrastructure expenditure. 202 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Traffic Engineering Salaries-Supervision 81,370 85,033 90,132 Salaries-Operational 534,379 626,291 587,720 Overtime 21,230 17,500 19,080 Stability Pay 7,673 7,673 14,520 Cell Phone Allowance 1,655 1,800 1,440 FICA 49,066 50,490 50,933 TMRS Retirement 91,955 96,496 109,856 Life Insurance Contribution 709 748 748 Disability Insurance Contrib 535 563 563 Health Insurance Contributions 99,688 98,786 99,688 Supplies-Motor Vehicle Fuel 286 0 0 Supplies-Minor Tools and Equip 4,958 5,935 6,315 Supplies-Minor Furniture 0 0 2,147 Supplies-Office 460 1,500 2,000 Supplies-Medical/Drug 0 150 150 Supplies-Traffic Control 58,901 68,599 138,392 Supplies-Clothing and Uniforms 4,840 6,490 5,280 Supplies-Periodicals/Supplemts 3,974 4,500 5,200 Supplies-Container 99 0 0 Supplies-PC Software 2,280 2,655 2,680 Supplies-Other 4,851 10,445 11,502 Maint-Machine/Tools/Implements 1,366 2,700 3,750 Maint-Office Furniture/Equip 0 0 300 Maint-Instruments 4,391 12,925 9,650 Maint-PC Software 214 350 450 Maint-Systems Software 9,909 10,000 9,900 Maint-Heating/Cooling Systems 0 1,000 250 Maint-Park Lighting 15,850 19,219 19,583 Maint-Signal Lights 70,207 75,895 47,790 Maint-Service Connections 64 0 0 Maint-Street Lights 99,937 43,432 50,039 Maint-Warning Sirens 24,332 27,945 33,105 Maint-Central Garage 873 2,100 2,500 Services-Telephone 5,924 6,897 4,602 203 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget General Traffic Engineering Service-Wireless PhoneAircards 3,695 4,463 3,552 Services-Electricity 37,922 40,159 41,600 Services-Elect/Street Lights 285,105 295,000 295,000 Services-Gas 11,069 12,000 14,000 Services-Central Garage 154,216 195,025 208,671 Services-Other Professional 0 181 0 Services-Binding/Printing 0 0 200 Bond Principal Payments 190,294 226,742 242,228 Bond Interest Payments 117,796 89,142 81,685 In City Mileage Reimbursement 2,661 2,800 4,800 Travel Expenses 932 1,000 3,000 Education Registration 1,475 800 2,000 Memberships 50 100 100 Postage/Freight 552 380 600 Signs 198,761 150,754 151,684 Street Lighting 4,620 162,075 214,480 Traffic Signal Cabinets 25,400 63,200 75,200 Traffic Signal Control Equip 0 80,600 79,740 Traffic Signal Infrastructure 33,423 323,225 232,460 Warning Sirens 19,258 11,160 0 Total Expenditures $2,289,205 $2,946,924 $2,981,265 204 ENGINEERING MISSION Deliver exceptional project and asset management by providing high quality and excellence in design,construction management and asset tracking of critical infrastructure for the City. SERVICES PROVIDED • Develops plans and specification for City capital improvement projects to include but not limited to water treatment and distribution system, wastewater treatment and collection system, drainage improvements, roadways and recreational amenities • Inspects and approves all construction in the City's right-of-way • Approves development plans and plats and provides inspection services and materials testing for new and improved infrastructure • Maintains and oversee the infrastructure mapping system and asset management • Oversee the development of studies and future development for the City's infrastructure FY2023 ACCOMPLISHMENTS • Designed in-house$14M in capital improvement projects. Oversaw$14.1M in consultant design projects. • Oversaw the construction of$49.9M in projects o Completed the first phase of the Business Park Infrastructure Improvements for the water and sewer extension. o Completed the widening of Taft Blvd Project as part of the 2018 Street Bonds o Completed the Quail Creek regional detention basin next to the Transfer Station o Oversaw the completion of 100,022 linear feet of new and rehabilitated streets, 544 linear feet of drainage improvements, 17,602 linear feet of new and replacement water mains and rehab of 8,964 linear feet of sanitary sewer mains • Provided oversite of more than 100 permits and plan reviews for franchised utilities, such as, electrical, gas and fiber installations within the City's right-of-way • Inspected 196 sidewalk, driveway approaches, and curb and gutter repairs, and private utility repairs CONTACT INFORMATION T. Blane Boswell, PE, CFM City Engineer 940-761-7477 blane.boswell@wichitafallstx.gov 205 ENGINEERING GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC STRATEGIC PLAN FY 2023 FY 2024 DEPARTMENT PLAN PERFORMANCE MEASURE GOAL GOAL STRATEGY ESTIMATE TARGET Execute design Engineer Manning Days and award of all 2.6 Enhance Focus on (5 positions) 95% 90% budgeted 2.0 Provide Long-Term Street and Quality Award Award infrastructure Utility Infrastructure Infrastructure Annual Budgeted CIP Project w/in 28 w/in 28 rehabilitation Needs g j projects Bid Schedule days of days of Schedule Schedule Promote development through accurate 2.0 Provide 2.6 Enhance Focus on 10 10 and timely design Quality Long Term Street and Development Plan Review business business review and on- Infrastructure Utility Infrastructure days days site inspection of Needs infrastructure. Provide accurate infrastructure mapping to 2.6 Enhance Focus on 110 Field 75 Field 2.0 Provide Map Map properly manage Long-Term Street and Complete Map Update Quality Updates Updates capital Infrastructure Utility Infrastructure Requests from the Field Work Work infrastructure Needs assets within the Orders Orders City ROW. 2.6 Enhance Focus on Maintain 2.0 Provide 50%of 50%of Long-Term Street and Assess every street every accurate street Quality Streets Streets condition index. Infrastructure Utility Infrastructure four years Maintained Maintained Needs Utilize Complete 2018 2.0 Provide 2.6 Enhance Focus on Taft Blvd remaining Street Bond Quality Long-Term Street and Completion of Taft Blvd Widening bond funds Utility Infrastructure Widening Project on street projects Infrastructure Needs complete. rehab projects. FY2024 HIGHLIGHTS • Personnel Services: increased by$42,252, or 2.70% due to COLA and Merit increases offset by decreases in health insurance contributions. 206 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Engineering Salaries-Supervision 229,014 239,333 253,695 Salaries-Operational 779,043 839,705 857,270 Overtime 9,730 14,000 14,840 Certification Pay 37 0 1,950 Stability Pay 14,397 14,397 22,756 Cell Phone Allowance 2,459 2,520 2,340 FICA 73,854 75,962 84,989 TMRS Retirement 170,797 172,030 183,309 Life Insurance Contribution 1,343 1,330 1,330 Disability Insurance Contrib 1,014 1,007 1,007 Health Insurance Contributions 179,047 199,248 179,047 HSA Contributions-Employer 2,373 2,642 1,895 Supplies-Minor Tools and Equip 581 2,305 2,305 Supplies-Minor Office Tools/Eq 0 150 150 Supplies-Minor Furniture 5,549 1,700 1,700 Supplies-Office 8,789 10,050 10,050 Supplies-Medical/Drug 0 70 70 Supplies-Janitorial 0 500 500 Supplies-Lab 1,056 3,375 3,375 Supplies-Clothing and Uniforms 40 410 410 Supplies-Educational 800 800 800 Supplies-Periodicals/Supplemts 107 270 278 Supplies-Personal Computers 360 1,000 1,000 Supplies-PC Software 503 0 135 Maint-Office Furniture/Equip 0 1,000 1,000 Maint-Radios 0 300 300 Maint-Instruments 4,776 6,570 6,570 Maint-PC Software 86 132 0 Maint-Systems Software 7,262 7,400 7,400 Maint-Heating/Cooling Systems 0 500 500 Maint-Buildings 300 1,252 1,252 Services-Telephone 3,920 8,049 5,596 Service-Wireless PhoneAircards 1,010 912 1,368 Services-Electricity 1,885 1,854 1,690 207 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Engineering Services-Central Garage 58,361 72,616 77,783 Services-Other Professional 1,858 17,040 7,960 Services-Court Cost/Registrat 0 400 400 Services-Advertising 1,810 2,000 2,000 Services-Binding/Printing 1,022 2,253 4,106 Insurance Expense 15 15 15 In City Mileage Reimbursement 3,312 3,301 3,300 Travel Expenses 24 3,100 3,100 Education Registration 1,149 5,200 5,200 Lease Payments 1,898 0 2,975 Memberships 1,975 1,965 1,890 Boards/Local Meetings 18 100 100 Postage/Freight 629 2,000 2,000 Instruments/Apparatus 0 1,500 0 PC Computer Equipment 0 0 2,000 Total Expenditures $1,572,201 $1,722,264 $1,763,705 208 STREET MAINTENANCE DIVISION MISSION Perform the highest level of quality maintenance of streets and drainage systems to ensure long-term sustainability while providing safe movement of traffic and flow of storm water in the most efficient means. SERVICES PROVIDED • Maintenance of 540 miles of streets and 529 miles of drainage facilities within the City limits and ETJ • Directly responsible for pothole repair, minor street repair, and street sweeping • Complete utility cut repair which includes clean up, backfill and finished surfaces • Ensure drainage maintenance which includes culverts, bridges, open channels, residential detention ponds, and ditches through making minor repairs, cleaning and mowing. • Maintain Lake Wichita dam and Holliday Creek, Lake Arrowhead and Kickapoo dams, and lake lot roads • Mow Water Treatment Plants and Towers and haul water sludge • Complete emergency response during flooding, wind damage and ice and snow events FY2023 ACCOMPLISHMENTS • Successfully completed 18 work orders and responded to 301 service calls. • Repaired 1,172 utility cuts within an average of 27 calendar days of receiving the hole. • Responded to 653 pothole repair work orders filling 2,947 potholes and 992 street skinpatches. • Completed sweeping of 4,087 curb miles improving the quality of City streets and protecting stormwater exceeding MS4 permit requirements • Cleaned, maintained and mowed 97 detention ponds and over 500 miles of drainage improvements to ensure the drainage system reliability. CONTACT INFORMATION Jose Caballero Streets Superintendent 940-761-7970 Jose.caballero@wichitafallstx.gov 209 STREET MAINTENANCE DIVISION GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC PLAN FY2023 FY2024 DEPARTMENT PLAN PERFORMANCE MEASURE GOAL GOAL STRATEGY ESTIMATE TARGET Manage and repair utility cuts in a timely 2.6 Enhance Focus manner to ensure 2.0 Provide on Long-Term 27 28 the safety of the Quality Street and Utility Close Utility Cuts within 28 Calendar Calendar public and protection Infrastructure Infrastructure Calendar Days Days Days of the City's Needs infrastructure. Ensure the City Sweep Streets 2,500 curb meets MS4 permit 4,000 curb 3,000 curb 2.6 Enhance Focus miles per year requirements miles miles through completion 2.0 Provide on Long-Term (MS4 Permit) Quality Street and Utility of measurable goals Clean and Maintain 30,000 LF set forth by the Infrastructure Infrastructure of Drainage Channels per approved Needs year 50,000 LF 50,000 LF management plan (MS4 Permit) Maintain City streets 2.6 Enhance Focus by completing timely 2.0 Provide on Long-Term Respond to Pothole Service 16 40 and quality pothole Quality Street and Utility Requests within 40 calendar Calendar Calendar repair and patching Infrastructure Infrastructure days Days Days as needed. Needs FY2024 HIGHLIGHTS • Personnel Services: increased by $447,161, or 15.73% due to COLA and Merit increases, as well as an increase in health insurance contributions • Utilities/Other Services: increased by$126,806,or 11.32%due to increases in electricity costs,gas costs, and Central Garage services. 210 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Street Maintenance Salaries-Supervision 48,834 51,034 54,090 Salaries-Clerical 33,113 34,708 36,798 Salaries-Operational 1,470,867 1,866,121 2,086,115 Overtime 207,452 137,700 174,900 Stability Pay 33,249 32,177 62,924 Cell Phone Allowance 1,084 1,080 1,080 FICA 131,148 116,386 127,761 TMRS Retirement 295,247 261,910 275,563 Life Insurance Contribution 2,087 2,050 2,050 Disability Insurance Contrib 1,574 1,552 1,552 Health Insurance Contributions 461,213 331,659 461,213 HSA Contributions-Employer 5,723 5,766 5,259 Supplies-Motor Vehicle 161 0 0 Supplies-Minor Tools and Equip 5,496 8,500 8,500 Supplies-Minor Furniture 930 990 990 Supplies-Office 1,417 1,300 1,300 Supplies-Photographic 0 100 100 Supplies-Medical/Drug 0 100 100 Supplies-Janitorial 641 1,000 1,000 Supplies-Botanical/Agriculture 5,858 6,000 6,000 Supplies-Traffic Control 14,530 14,900 14,900 Supplies-Linen 0 350 350 Supplies-Periodicals/Supplemts 0 100 100 Supplies-Ice Chat 8,897 10,000 10,000 Supplies-Heating Fuel 1,478 2,500 2,500 Supplies-PC Software 0 0 135 Supplies-Other 9,286 13,500 13,500 Maint-Machine/Tools/Implements 0 1,000 1,000 Maint-Pumps/Motors 0 1,000 1,000 Maint-Radios 0 550 550 Maint-PC Software 128 132 0 Maint-Heating/Cooling Systems 140 500 500 Maint-Walks/Drives/Parking Lot 1,686 6,000 6,000 Maint-Storm Sewers 0 7,000 7,000 211 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Street Maintenance Maint-Street Overlay 143,057 156,640 156,640 Maint-Utility Cuts (445) 0 0 Maint-Buildings 4,672 1,400 1,400 Maint-East Scott Facility 397 0 0 Maint-Bridges 0 3,500 3,500 Maint-Dams 0 500 500 Maint-Canals/Conduits 0 3,200 3,200 Maint-Fences 1,925 1,000 1,000 Services-Telephone 1,602 4,090 2,193 Service-Wireless PhoneAircards 2,855 5,424 2,808 Services-Electricity 8,211 7,868 10,920 Services-Gas 9,696 10,000 12,000 Services-Wtr/Sewer/Sanitation 197 221 221 Services-Central Garage 853,329 1,027,235 1,154,125 Services-Other Professional 49,200 50,000 50,000 Services-Advertising 1,086 0 0 Services-Binding/Printing 1,012 1,823 1,200 Services-Subcontractors 12,138 13,447 13,447 Insurance Expense 0 20 20 Claims and Settlements 0 6,000 6,000 Travel Expenses 120 500 500 Education Registration 75 1,085 1,085 Lease Payments 778 500 623 Memberships 260 350 350 Rent-Equipment 2,250 3,750 3,750 Postage/Freight 249 100 100 Other Improvements 2,001,192 4,510,860 4,505,860 Total Expenditures $5,836,097 $8,727,178 $9,296,271 212 City Attorney's Office MISSION The City Attorney's Office continued to meet its goal of providing effective legal representation to the City Council and staff in the performance of their duties.This office officially worked on 542 projects from July 1,2022,through June 30, 2023, covering a wide range of topics. It also defended the City against claims and litigation and represented the State in all cases filed in Municipal Court. SERVICES PROVIDED • City Attorney R. Kinley Hegglund, Jr. provides effective legal representation to the City Council and administrative staff and attends all Council meetings. He also represents the 4B Sales Tax Corporation and the Wichita Falls Economic Development Corporation. Mr. Hegglund serves as the Chairman of the Employee Benefit Trust and is the legal advisor to the City/County Hospital Board. He is the City's representative to the Atmos Cities Steering Committee and serves on the executive board of the Oncor Cities Steering Committee. • Deputy City Attorney Julia Vasquez handles all litigation and employment issues on behalf of the City. Further, she represents the City Attorney's office at all Meet & Confer (Police and Fire), Civil Service Commission, and Police Legal Review meetings. • Deputy City Attorney James McKechnie handles all contract reviews and represents the City Attorney's office at all Planning& Zoning Commission, Board of Adjustment, and Construction Board of Adjustment meetings. • Assistant City Attorney Monica Aguon assists with litigation, claims against the City, and represents the City at all Landmark Commission meetings. (Hired in February 2023) • Assistant City Attorney Misty King serves as the City's Municipal Court Prosecutor and represents the City at all Accident Review Board meetings. (Hired in November 2022) • Executive Legal Assistant Paige Lessor provides clerical, administrative, and legal services by gathering required information, drafting various instruments, and managing the office. She also prepares the fiscal year budget with oversight from the City Attorney and serves as recording secretary for the WF4BSTC, WFEDC, and Meet &Confer(Police & Fire). • Legal Clerk Wiletta Langston provides clerical assistance to the Municipal Court Prosecutor, as well as customer service to callers and visitors to the department. She schedules witnesses, drafts court documents, prepares case files, and performs other tasks. ACCOMPLISHMENTS July 1, 2022—June 30, 2023 • Discussion, negotiation, and drafting of economic development agreements between various entities and the Wichita Falls Economic Development Corporation and the 4B Sales Tax Corporation. 1. Pratt &Whitney—Performance Agreement and Promissory Note 2. Falls Metal Fabrication—Performance Agreement Amendment 3. Chamber of Commerce—Economic Development Services Contract 4. i.d.e.a.WF—Contract between MSU and WFEDC for Promotion of Economic Development Activities 213 City Attorney's Office 5. Downtown Wichita Falls Development (DWFD)—Contract for Promotion of Economic Development Activities 6. Sheppard Military Affairs Committee (SMAC)—Contract for Administration of Economic Development Activities 7. Restoring the Past— Performance Agreement regarding 604 7th Street 8. Restoring the Past—Performance Agreement regarding 608 7th Street 9. S+A LTD CO, LLC—Performance Agreement and Promissory Note 10. Chelsea Plaza, LLC— Performance Agreement and Promissory Note 11. DWFD—Performance Agreement regarding Downton Streetscape Improvements • Special Projects 1. Successfully negotiated settlements of numerous property damage claims with multiple contractors installing fiber optic cable for Vexus Fiber for damage to City property in an approximate amount of $45,000.00. 2. Time Warner Cable aka Spectrum Settlement — A group of cities, including Wichita Falls, reached an agreement with Time Warner Cable Texas, LLC, d/b/a Spectrum and Charter Communications, in their federal lawsuit seeking recovery of damages for past underpayments of cable services franchise fees and to eliminate future underpayments. The final settlement requires Spectrum to calculate and pay various cable fees over the next ten years,which will benefit the City in an amount of approximately$150,000.00. 3. Established procedures for the City to proceed with litigation in accordance with Texas Local Government Code Chapter 54 to require property owners to conform with the City's health and safety ordinances. In conjunction with the City Prosecutor, Code Enforcement, the Health Department, the Fire Marshal, and the Police Department, Deputy City Attorney coordinated and directed the operation involving the property at 3003 Cumberland and successfully gained compliance from the property owners. 4. Drafted Meet and Confer Agreements for the Police Department, including one agreement to allow for the creation and maintenance of eligibility lists for lateral positions and to waive the age requirements for the lateral position and another agreement to allow for the creation of a non-civil service classification of temporary, part-time Reserve Police Officers; and to allow for the hiring of temporary, part-time Reserve Police Officers to assist in non-patrol sections of the Police Department to perform duties where there are insufficient numbers of regular, full-time Police Officers to fulfill the required duties. 5.Successfully negotiated an Interlocal Agreement between the City and Midwestern State University for improvements to Quail Creek. The negotiations involved the City obtaining easements necessary for continued access to the creek for construction and maintenance and easements essential to store construction materials and equipment to improve Quail Creek. 6. Drafted the contract with Anthony Inman Construction for the improvements to Memorial Auditorium. • Defense of the City against personal injury claims; state and federal litigation. From July 1, 2022, through June 30, 2023, in addition to already pending claims and litigation, this office has received 17 new claims and four new state cases.The following disputes have been settled so far this past fiscal year: o Wesley Tipton v. the City of Wichita Falls, Texas; No. 175,661-B; In the 78th JDC of Wichita County, Texas. [Suit filed in 2011.] Prevailed in this state personal injury suit in regards to an auto accident involving a police officer responding to an emergency call. After remaining on the Court's docket for several years, the Court held a hearing on its Notice to Dismiss for Want of Prosecution. The City 214 City Attorney's Office Attorney filed a response advocating for dismissal and attended the hearing on December 19, 2022, in which the Court dismissed the case for want of prosecution. o Randy Doan vs. City of Wichita Falls; No. DC89-2023-0370;In the 89th JDC of Wichita County,Texas. [Suit filed on 2/17/2023].Plaintiff Randy Doan sued the City for personal injury and property damages up to $250,000.00 in connection with an August 2022 automobile accident in which he drove his car over a street light pole that had fallen onto U.S. Highway 281 in the City. Our office obtained the multiple relevant Officer's Crash Reports and interviewed law enforcement and lay witnesses. After investigating the claims, Assistant City Attorney filed a Plea to the Subject Matter Jurisdiction of the Court. Our office received notice of the plaintiff's decision to dismiss the City within a week of that filing. o Dylan Vann v. City of Wichita Falls, et al.; No. 7:21-CV-019-0; In the U.S. District Court for the Northern District of Texas,Wichita Falls Division. [Suit filed in 2021.] Prevailed in federal court in this case,where Vann sued the Chief of Police, several officers, and the City for civil rights violations.Vann was shot after he pulled a revolver on two officers. He sued, claiming his right against excessive force under the Fourth Amendment was violated. The District Judge granted the officers' motion for summary judgment on the grounds of qualified immunity on June 9, 2022. On July 11, 2022, the Magistrate Judge returned the case to the District Judge for adjudication of remaining claims against the City and Chief of Police. The City submitted a supplemental Motion for Summary Judgment on February 6, 2023.The United States Magistrate Judge issued findings and conclusions recommending granting the City's motion for summary judgment dismissing the City and the Chief of Police in his official and individual capacities. On April 27, 2023, the District Judge adopted these findings and conclusions and dismissed the claims against the City and the Chief of Police. • Two New Assistant City Attorneys joined the Legal Department. o Misty King, Assistant City Attorney/Municipal Court Prosecutor - In November 2022, the City Attorney hired Misty King, former Executive Chief Prosecutor for the Wichita County District Attorney's Office, as the new Municipal Court Prosecutor. Ms. King came to the City with 12 plus years of experience prosecuting felony and misdemeanor cases. She spent multiple years of her experience as a chief misdemeanor prosecutor and then as a district court chief felony prosecutor before becoming the Executive Chief Prosecutor. o Monica Aguon, Assistant City Attorney — In January 2023, the City Attorney hired Monica Aguon, former Assistant Criminal District Attorney for Wichita County, as a new Assistant City Attorney. Ms. Aguon joined the City with six years of criminal law experience prosecuting both felony and misdemeanor cases. In addition to Ms. Aguon's criminal law experience, she has five years of experience in civil defense law, specifically defending against personal injury suits. • Municipal Court Prosecutor Annual Report from July 1, 2022—June 30,2023 1. During her first nine months as the Municipal Court Prosecutor, Ms. King has conducted seven jury trials and 53 bench trials, reducing the turnaround time to one month for bench trials and two months for jury trials, greatly increasing the efficiency of the municipal court process. 2. Additionally, the Municipal Court Prosecutor worked with the Municipal Court Judge and Court Administrator to establish a pretrial docket, helping defendants navigate the justice system and further 215 City Attorney's Office improving the efficiency and effectiveness of the Municipal Court System. Since implementation, 228 cases have been set on the pretrial docket. 3. Finally, Ms. King coordinated and conducted training with Animal Control and Code Enforcement officers to instruct and advise officers on municipal court procedures and in writing probable cause affidavits. CONTACT INFORMATION R. Kinley Hegglund,Jr., City Attorney Paige Lessor, Executive Legal Assistant 940-761-7625 940-761-7625 kinley.hegglund@wichitafallstx.gov paige.lessor@wichitafallstx.gov GOALS & PERFORMANCE MEASURES FY2022 STRATEGIC STRATEGIC FY2021 FY2022 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Legal representation of the Defend the City Cases/claims City, its officers, and Legal agents in the performance 0 against claims filed against 100% 100/ representation of their official duties and litigation the City against any claims and/or litigation Various matters handled by the legal office, Special projects Completion including (but not limited to): review of contracts Contracts/Questions worked by staff of the 100% 100% over the year projects special projects, drafting of agreements, review of subpoenas, drafting of ordinances and resolutions Prepare all Attend all 4BSTC meetings agreements Agreements and prepare all prepared and and ancillary performance agreements o 0 documents for executed; and related documents 100/ 100/ the 4B Sales legal advice entered into by the provided. Economic Tax Corp. Corporation Development Attendance at all WFEDC Prepare all Agreements agreements prepared and meetings and preparation of all performance 0 and ancillary executed; 100% 100/ documents for legal advice agreements and related the WFEDC provided. documents entered into by the Corporation Bench Trial Trials before Trial before the Municipal 100% 100% Municipal Court Docket the judge Court Judge prosecution Jury Trial Trials before Trial before six jurors at 100% 100% Docket ajury Municipal Court 216 City Attorney's Office Monday morning appointment-based Prosecutor Meet the meetings to discuss 100% 100% appointments Prosecutor violations and possible settlement options with prosecutor FY2024 HIGHLIGHTS • Personnel Services: increased by $88,237, or 9.29% due to COLA and Merit increases as well as staffing changes. • Other Expenditures: increased by $6,379, or 17.15% due to increases in travel expenses, education registration, and memberships. 217 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Legal Department Salaries-Supervision 208,208 201,656 223,723 Salaries-Clerical 91,037 94,395 100,076 Salaries-Operational 296,798 383,951 437,314 Overtime 55 1,000 1,060 Stability Pay 5,115 5,115 9,680 Deferred Compensation 14,916 14,535 14,535 FICA 40,669 50,803 57,308 TMRS Retirement 109,749 112,467 123,603 Life Insurance Contribution 777 785 785 Disability Insurance Contrib 587 595 595 Health Insurance Contributions 64,077 84,180 64,077 Supplies-Minor Furniture 3,830 0 0 Supplies-Office 2,035 6,600 6,600 Supplies-Periodicals/Supplemts 7,125 8,961 10,449 Supplies-Library Materials 5,505 11,030 11,786 Supplies-PC Software 0 250 250 Services-Telephone 1,941 3,913 2,593 Services-Other Professional 3,739 50,000 50,000 Services-Court Cost/Registrat 920 4,650 4,650 Services-Binding/Printing 454 2,650 2,650 Insurance Expense 15 15 0 In City Mileage Reimbursement 7,225 7,201 7,200 Travel Expenses 3,949 14,300 18,100 Education Registration 4,630 7,700 9,600 Memberships 3,070 4,600 5,280 Boards/Local Meetings 265 600 600 Postage/Freight 2,013 2,800 2,800 Total Expenditures $878,702 $1,074,752 $1,165,314 218 City Clerk MISSION The City Clerk is an officer of the City, appointed by the City Council, and is a statutory position required by State law and the City Charter. Functioning much like the Secretary of State, the City Clerk is the local official who maintains integrity of the election process, ensures transparency and access to city records, facilitates the city's legislative process, and is the recorder of local government history. The City Clerk acts as the compliance officer for federal, state, and local statutes, including the Open Meetings Act and the Public Information Act, and serves as the local filing authority for campaign finance reports and financial disclosure statements. The City Clerk's office issues various permits, cemetery deeds/transfers, processes liability claims, and manages the board/commission application and appointment process. Our goal is to provide quality services with exceptional customer service, serve as a resource to citizens, and be a link between citizens and the City organization. SERVICES PROVIDED • Documenting Official Actions of the City Council (minutes, ordinances, resolutions, contracts) • Conducting City Elections • Local Filing Authority for Campaign Finance Reports and Personal Financial Statements. • Public Information Act/Requests for Public Information • Open Meetings Act/Posting Notice of all Meetings • Records Management • Permits/Licenses • Cemetery Deeds/Transfers • Boards and Commissions • Notary Public FY2023 ACCOMPLISHMENTS • All Public Information Requests (PIR) completed in 10 or< business days • Worked with the Police Department to streamline intergovernmental transfers and the PIR process • Ordinances, Resolutions, and minutes saved in Laserfiche in 3 or< days • Expanded documents available through the public portal for Official City Records • All City Council minutes, with the exception of bound books, scanned into Laserfiche • Updated contract filing policy to improve efficiency • Updated all records retention schedules in Laserfiche • Deputy City Clerk, Theodore Ham, completed the TMCCP certification program and obtained Texas Registered Municipal Clerk(TRMC) designation, and was named the Texas Municipal Clerks Association Red River Chapter Clerk of the Year. • Hired and trained part-time Admirative Assistant 219 City Clerk CONTACT INFORMATION Marie Balthrop, TRMC, MMC City Clerk (940) 761-7409 marie.balthrop@wichitafallstx.gov GOALS & POLICIES FY 2024 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Advancement of Streamline multi-year records Efficiently municipal Deliver City Based off beginning status 70% 75% management Services business program processes. Turnaround time for Efficiently Streamline municipal Public Information Deliver City 10 or<business days 100% 100% Requests Services business processes Streamline Advancement of Efficiently municipal electronic form Deliver City Based off beginning status 25% 75% accessibility Services business processes Conduct inventory of Efficiently Practice all City records in Deliver City Effective Memorial Auditorium Services Governance 16 Divisions 0% 10% Conduct 2023 General Efficiently Practice Election Deliver City Effective Election completed in Services Governance accordance with LGC and City 100% Charter. FY2024 HIGHLIGHTS • Personnel Services: increased by$64,546, or 34.29%due to COLA and Merit increases as well as a transfer of 0.5 FTE to the City Clerk to assist in records requests. • Other Expenditures: increased by$21,301, or 120.22%due to expenditures needed to conduct the election this fiscal year. 220 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget City Clerk Department Salaries-Supervision 82,068 85,776 95,400 Salaries-Clerical 10,776 14,054 29,497 Salaries-Operational 26,336 38,610 46,235 Overtime 275 250 371 Stability Pay 413 688 3,246 Cell Phone Allowance 724 720 720 FICA 8,807 10,198 13,092 TMRS Retirement 19,840 20,325 30,442 Life Insurance Contribution 159 159 159 Disability Insurance Contrib 120 120 120 Health Insurance Contributions 14,936 17,345 33,507 Supplies-Minor Office Tools/Eq 0 1,000 0 Supplies-Minor Furniture 2,120 0 0 Supplies-Office 995 1,000 1,000 Supplies-Educational 129 150 150 Supplies-Periodicals/Supplemts 52 60 128 Supplies-PC Software 57 0 255 Services-Telephone 879 1,505 1,051 Services-Other Professional 11,105 3,395 3,395 Services-Court Cost/Registrat 140 100 100 Services-Advertising 1,565 3,000 3,500 Services-Binding/Printing 875 200 616 Insurance Expense 88 88 88 Travel Expenses 5,792 7,000 5,000 Education Registration 1,717 2,500 2,000 Lease Payments 763 764 1,080 Election Expense 13,137 0 25,000 Memberships 465 475 860 Boards/Local Meetings 1,231 3,480 1,580 Postage/Freight 3,618 3,500 3,500 Total Expenditures $209,183 $216,462 $302,092 221 TEXAS.J.;114,4 5116' Water/Sewer Funds 222 WATER & SEWER FUND WATER& SEWER (ALL FUNDS) The Adopted FY 2024 Budget includes a 5% increase in the retail rates. While retail rates were increased in FY 2023, rising water and sewer line replacement supplies along with economy-wide inflation resulted in the need for an additional 5% rate increase in FY 2024.The retail rate increase will provide for additional needed water and sewer line replacement, address the impact of inflation, and will maintain market competitive salaries. The Adopted Budget sets the City's policy goal at 20% of unrestricted expenditures in unreserved fund balance, less debt service.Of the fund's$55,985,726 expenditures in the FY 2024 budget, $12.7 million is reserved for debt payments, bringing the ongoing expenditures budget to $43.3 million. This means that the total needed to meet the unrestricted fund balance policy is $8.7 million. The current unrestricted balance at the start of FY 2024 is anticipated to be$10.4 million. Fund Balance in this fund is both unrestricted and committed. For budget purposes, the Water and Sewer Fund is represented as a group of funds which include the primary operating fund as well as the capital funds for Lake Ringgold, Microfiltration and Reverse Osmosis Fund, and Water&Sewer Capital. The following table breaks out the total revenues and expenditures by the two fund types. Water and Sewer (All Funds) Fund Summary Operating Capital Total Revenue Service Charges $ 44,702,700 $ 6,105,800 $ 50,808,500 All Other Revenue 1,177,226 4,000,000 5,177,226 Total Revenues 45,879,926 10,105,800 55,985,726 Expenditures Personnel Services $ 13,356,207 - $ 13,356,207 Supplies 4,758,212 - 4,758,212 Maintenance & Repair 2,903,953 - 2,903,953 Utilities/Other Services 5,821,002 5,821,002 Insurance & Contract Su pp. 1,059,824 - 1,059,824 Debt Expenditures 12,716,682 - 12,716,682 Other Expenditures 2,918,383 - 2,918,383 Capital I mprovernents - 10,488,800 10,488,800 Transfers Out 1,962,663 - 1,962,663 Total Expenditures $ 45,496,926 $ 10,488,800 $ 55,985,726 223 WATER & SEWER FUND WATER& SEWER OPERATING FUND The Water& Sewer Operating Fund represents the revenue and expenses associated with the ongoing operations of the water and sewer system. Water and Sewer Fund - Operating FY 2023 FY 2024 FY 2022 Adopted Adopted Actual Budget Budget % Change Revenues Water Sales $32,196,280 $ 31,522,458 $33,861,120 7.42% Sewer Charges 10,069,795 9,309,634 10,458,580 12.34% All Other Revenue 4,906,921 2,333,791 1,177,226 -49.56% Total Revenues $47,172,996 $ 43,165,883 $45,496,926 5.40% Expenditures Personnel Services $11,335,328 $ 12,552,046 $13,356,207 6.41% Supplies 3,226,016 4,913,498 4,758,212 -3.16% Maintenance & Repair 2,032,341 2,419,739 2,903,953 20.01% Utilities/Other Services 4,836,907 4,833,394 5,821,002 20.43% Insurance & Contract Supp. 889,058 1,012,940 1,059,824 4.63% Debt Expenditures 12,775,940 12,717,289 12,716,682 0.00% Other Expenditures 2,175,859 2,889,160 2,918,383 1.01% Capital Improvements 1,672,117 0.00% Transfers Out 1,823,429 1,827,817 1,962,663 7.38% Total Expenditures $40,766,995 $ 43,165,883 $45,496,926 5.40% 224 WATER & SEWER FUND The following chart illustrates a comparison of the City of Wichita Falls' current water rates with similar cities in Texas. The information comes from each city's website and was sourced on June 1, 2023. The Adopted Budget includes an increase of the total bill for water and wastewater from $61.39 to $64.45 based on average use of 5,000 gallons. Comparison of Residential Water Rates (Based on Average Residential Use of 5,000 Gallons) * Wastewater Wastewater Total Bill City Water Use Water Base Use Base [water&SewerONLY) McKinney $21.75 $17.65 $31.75 $22.75 $93.90 San Angelo $24.22 $30.69 $7.50 $29.72 $92.13 Mesquite $28.68 $16.52 $28.08 $17.87 $91.15 Waco $14.64 $22.21 $29.15 $22.57 $88.57 Allen $16.52 $16.96 $14.88 $33.59 $81.95 Grand 3rairie $24.35 $16.96 $25.10 $15.42 $81.83 Richardson $34.55 $8.00 $24.60 $8.00 $75.15 Tyler $15.02 $15.80 $14.42 $19.10 $65.34 Beaumont $21.00 $15.52 $18.88 $9.94 $65.34 Wichita Falls $24.82 $19.75 $11.58 $8.30 $64.45 Midland $18.33 $21.61 $2.64 $21.79 $64.37 Denton $18.15 $15.84 $19.00 $11.00 $63.99 Abilene $17.75 $17.30 $12.50 $15.00 $62.55 Odessa $17.55 $21.01 $9.42 $13.73 $61.71 League City $18.83 $7.94 $17.17 $15.02 $58.96 Lewisville $10.53 $22.16 $12.66 $10.08 $55.43 Sugar Land 5.79 $15.13 $16.65 $16.07 $53.64 College Station $13.75 $12.40 $4.26 $21.29 $51.70 Killeen $10.14 $13.54 $7.60 $19.26 $50.54 Pasadena $10.85 $12.96 $10.83 $12.96 $47.61 McAllen $8.25 $12.45 $8.50 $12.,50 $41.70 Edinburg $4.98 $10.78 $3.84 $10.07 $29.67 AVERAGE $17.34 $16.51 $15.05 $16.64 $65.53 OPERATING FUND REVENUES Water Sales:This category makes up the majority of the revenue in the Water&Sewer Fund at about 76%of total revenue. The Adopted Budget anticipates a $2,338,662 or 7.42% increase in Water Sales. This increase is due to the increase in retail rates and an adjustment for estimated usage levels. Sewer Charges: The Adopted Budget anticipates sewer sales to increase by $1,145,946 or 12.34%. This increase is due to the 5% increase in retail rates and adjusted for estimated usage levels. All Other Revenue: All other revenue has decreased by $1,156,565 or 49.56%. The FY 2023 budget included the use of fund balance in the amount of$1.4M in order to keep the increase in rates to 5% instead of the proposed level of 9%. 225 WATER & SEWER FUND OPERATING FUND EXPENDITURES For FY 2024, Water & Sewer Operating Fund budgeted expenditures are $45,496,926 which is an increase of $2,331,043 or 5.40% increase from the FY 2023 Adopted Budget. The major expenses in this fund are Personnel Services and Debt Expenditures which combined make up over half of the total expenditures. Personnel Services: Personnel Services are budgeted to increase due to Merit and COLA adjustments to help ensure market competitive compensation for City staff,as well as increases to stability pay to help retain our long- term, experienced staff. Supplies: Supplies have decreased by $155,286 or 3.16% from the prior year due to estimates of chemical cost which are anticipated to be $641k or 18.5% less than FY2023 projected levels. The $641,000 decreased in projected chemical cost is partially offset by increases in pipes and other equipment used for water line and sewer line replacements. Maintenance & Repair: The Adopted Budget for this category is $2,903,953 which is 20.01% higher than the previous year budget mostly due to the increased costs associated with repairing and maintaining pumps and motors. Utilities/Other Services: This category has increased$987,608 or 20.43%due to the increased cost of electricity. Insurance & Contract Exp: The Adopted Budget for this category is $1,059,824 which is 4.63% higher than the previous year budget due to an expected increase in the cost of property and liability insurance provided by Texas Municipal League (TML). Debt Expenditures: This category accounts for debt service of $12,716,682 including repayments of three debt issuances and a payment on a capital lease. More information about debt expenditures is available in the Debt Service Fund section of this document. Transfers Out:This account reflects the transfers to other funds for services rendered to the Water&Sewer Fund. 226 WATER & SEWER FUND WATER& SEWER CAPITAL FUNDS The FY 2024 budget allocates$10,488,800 of revenues for capital funds including$6,488,800 of FY 2024 service charges and $4,000,000 in prior year revenue set aside for capital purposes. Item Amount Water Line Replacement 1,500,000 Sewer Line Replacement 1,500,000 Lake Ringgold - Federal Permitting 5,000,000 Lift Station Rehab 750,000 Micro-filtration/Reverse Osmosis (MFRO} 600,000 Belt Press Refurbishment 330,000 Large Valve Replacement Program 200,000 Water Source of Supply Equipment 134,000 Powdered Activated Carbon 110,000 All Other Equipment 364,300 Total $ 10,488,300 227 WATER & SEWER FUND PERSONNEL BY JOB TITLE Utility Collection FY 2021-22 FY2022-23 FY2023-24 Change PY CFO/Director of Finance 0.15 0.15 0.15 - Clerk 0.75 0.75 0.75 - Customer Account Analyst 1.00 - - - Customer Service Rep 3.00 3.00 3.00 - Lead Customer Service Rep 2.00 2.00 2.00 - Lead Water Customer 1.00 1.00 1.00 - Senior Customer Service Rep 2.00 2.00 2.00 - Utility Collection Manager 1.00 1.00 1.00 - Utility Systems Data Administrator - 1.00 1.00 - Water Customer Service Rep 3.001 4.00 4.00 - Water Meter Reader 1.001 - - - Tota l 14.90 14.90 14.90 - Utility Admin FY 2021-22 FY2022-23 FY2023-24 Change PY Administrative Secretary 1.00 1.00 1.00 - Civil Engineer LOU 1.00 1.00 - Director of Public Works 0.35 0.35 0.35 - Engineer Assistant 1.00 1.00 1.00 - Senior Engineering Technician 2.00 2.00 2.00 - Utility Operations Manager 1.00 1.0°0 1.00 - Total 6.35 6.35 6.35 - Utility Equip Services FY 2021-22 FY2022-23 FY2023-24 Change PY Equipment Operator 4.00 4.0,0 4.00 - Heavy Equipment Operator 8.00 8.00 8.00 - Street Superintendent 0.25 0.25 0.25 - Tota l 12.25 12.25 12.25 - 228 WATER & SEWER FUND Water Distribution FY 2021-22 FY2022-23 FY2023- 4 Change PY Administrative Clerk 3.00 3.00 3.00 - Dispatcher- Day Shift 1.00 1.00 1.00 - Dispatcher- Night Shift 1.00 1.00 1.00 - Heavy Equipment Operator 5.00 5.00 5.00 - Meter System Repair 4.00 4.00 4.00 - Senior Utilities System Worker 13.00 13.00 13.00 - Store Clerk 2.00 2.00 2.00 - Storekeeper 1.00 1.00 1.00 - Utilities System Supervisor 4.00 4.00 4.00 - Utilities System Worker 13.00 13.00 13.00 - Utility Locators 2.00 2.00 3.00 1.00 Water Distribution Specialist 1.00 1.00 1.00 - Water Distribution Superintendent 1.00 1.00 1.00 - Water Meter Mechanic 1.00 1.00 1.00 - Total S2.00 52.00 53.00 1.00 *Proposed increase to accommodate volume of utility location requests, Sewer Rehab FY 2021-22 FY2022-23 FY2023-24 Change PY USW I 4.00 4.00 4.00 - USW II 4.00 4.00 4.00 - Wasterwater Collection/Rehab 1.00 1.00 1.00 - Total 9.00 9.00 9.00 - Water Source of Supply FY 2021-22 FY2022-23 FY2023-24 Change PY P/P Maintenance Mechanic 1.00 1.00 1.00 - Senior Pump/Plant Manager 2.00 2.00 2.00 - Total 3.00 3.00 3.00 - Water Purification FY 2021-22 FY2O22-23 FY2O23-24 Change PY Administrative Clerk 1.00 1.00 1.00 - Electronics Instrument Tech 2.00 2.00 2.00 - Lead Plant Operator 5.00 5.00 5.00 - P/P Maintenance Mech 2.00 1.00 1.00 - Plant Operator I 8.00 8.00 8.00 - Plant Operator II 7.00 7.00 7.00 - Senior Lab Technician 1.00 1.00 1.00 - Senior Pump/Plant Maintenance 5.00 6.00 6.00 - USW I 1.00 - - - Utilities System Worker 1.00 2.00 2.00 - Water Laboratory Sup 1.00 1.00 1.00 - Water Operator&Maintenance Supv. 1.00 1.00 1.00 - Water P/P Maintenance Supervisor 1.00 1.00 1.00 - Water Supply-Purific 1.00 1.00 1.00 - Water/Wastewater Lab 1.00 1.00 1.00 - Tota l 38.00 38.00 38.00 - 229 WATER & SEWER FUND Wastewater Collection FY 2021-22 FY2022-23 FY2023-24 Change PY Administrative Clerk 2.00 2.00 2.00 - Heavy Equipment Operator 2.00 2.00 2.00 - USW I 1.00 1.00 1.00 - USW II 3.00 3.00 3.00 - USW III 1.00 LOG 1.00 - Utilities System Worker 7.00 7.00 7.00 - WW Collection Supervisor 1.00 1.00 1.00 - Tota l 17.00 17.00 17.00 - Resource Recovery FY 2021-22 FY2022-23 FY2023-24 Change PY Administrative Clerk 1.00 1.00 1.00 - Elect Intr Tech I 1.00 1.00 1.00 - Elect Intr Tech II 1.00 1.00 1.00 - Environmental Coordinator 0.50 0.50 0.50 - Lead Plant Operator* 10.00 10.00 16.00 6.00 P/P Maintenance Mechanic 6.00 6.00 6.00 - Plant Operator I 1.00 1.00 1.00 - Plant Operator II 2.00 2.00 2.00 - Pollution Control Specialist LOD 1.00 LOG - Resource IRec Superintendent L00 1.00 1.00 - Senior Lab Technician LOD 1.00 LOG - Senior P/P Maintenance Mechanic* 3.00 3.00 4.00 1.00 USW I 3.00 3.00 3.00 - USW I 2.00 2.00 2.00 - USW II 2.00 2.00 2.00 - W/W P/P Maintenance Supervisor I L00 1.00 1.00 - W/W P/P Maintenance Supervisor II L00 1.00 1.00 - Water/Wastewater Lab Tech I L00 1.00 1.00 - Water/Wastewater Lab Tech II L00 1.00 1.00 - Water/Wastewater O&M Supervisor 1.00 1.00 1.00 - Total 40.50 40.50 47.50 7.00 *Proposed increase to adequately cover plant operations and maintenance needs Total -Water& Sewer Fund 193.00 193.00 201.00 8.00 230 UTILITY COLLECTIONS MISSION To continue to be a very customer friendly department that makes all existing customers comfortable with our processes and to welcome new customers with a convenient and easy way to initiate new service. SERVICES PROVIDED • Bill and collect payments for 34,000 customers • Establish new accounts • Final out and transfer new accounts • Create and make work orders for new taps • Explain billing procedures to customers • Notify and encourage delinquent customers to access resources for payment assistance FY2023 ACCOMPLISHMENTS • Updated to a newer version of billing software • Added new payment options • Continued to run promotions for paperless billing CONTACT INFORMATION Garry Capron Utility Collection Manager 940-761-8830 garry.capron@wichitafallstx.gov 231 UTILITY COLLECTIONS GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Encourage more customers to Lower cost of mailing bills. 25% 30% receive e-bills Promote bank drafts. Lower counter traffic. 25% Research going to complete Reduce cost of billing. 5% paperless billing. FY2024 HIGHLIGHTS • Personnel Services: increased by$25,247, or 2.56%due to COLA and Merit increases offset by decreases in health insurance contributions • Other Expenditures: increased by$6,307, or 3.83%due to increased travel expenses and education registration. 232 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Utility Collection Salaries-Supervision 163,977 139,071 147,405 Salaries-Clerical 236,126 259,634 275,535 Salaries-Operational 227,719 240,011 232,844 Overtime 5,320 4,500 6,360 Certification Pay 1,494 1,500 0 Stability Pay 14,011 14,548 22,772 Longevity 3,549 3,564 3,564 FICA 46,209 46,241 51,760 TMRS Retirement 106,944 107,956 111,640 Life Insurance Contribution 851 832 832 Disability Insurance Contrib 650 641 641 Health Insurance Contributions 136,511 166,940 136,511 Supplies-Minor Tools and Equip 5,650 2,791 5,220 Supplies-Minor Furniture 0 1,500 1,500 Supplies-Office 5,575 4,750 4,530 Supplies-Medical/Drug 0 100 100 Supplies-Clothing and Uniforms 4,124 4,544 5,140 Maint-Office Furniture/Equip 207 400 400 Maint-PC Hardware 7,551 0 5,953 Maint-PC Software 43 43 45 Services-Telephone 6,410 4,730 3,899 Service-Wireless PhoneAircards 705 456 816 Services-Central Garage 48,022 58,777 60,698 Services-Bank 26,829 26,423 27,650 Services-Other Professional 59,997 62,508 58,560 Services-Binding/Printing 46,061 43,184 43,186 Lease Payments 777 777 1,195 Postage/Freight 157,158 163,679 163,680 Total Expenditures $1,312,470 $1,360,101 $1,372,436 233 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water Sewer Debt Service Bond Principal Payments 0 10,005,000 10,455,000 Bond Interest Payments 1,979,645 2,712,289 2,261,682 Total Expenditures $1,979,645 $12,717,289 $12,716,682 234 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Utilities Administration Salaries-Supervision 192,868 195,653 241,715 Salaries-Clerical 34,061 35,028 37,129 Salaries-Operational 227,414 237,069 251,280 Overtime 308 500 530 Certification Pay 1,807 1,800 29,040 Stability Pay 6,188 6,188 14,708 Cell Phone Allowance 726 720 1,440 FICA 32,937 34,403 40,555 TMRS Retirement 76,590 77,754 87,470 Life Insurance Contribution 602 598 598 Disability Insurance Contrib 454 455 455 Health Insurance Contributions 68,115 79,871 68,115 HSA Contributions-Employer 505 504 0 Supplies-Minor Tools and Equip 0 200 200 Supplies-Office 0 1,500 1,500 Supplies-Educational 146 750 750 Supplies-PC Software 0 44 44 Maint-Office Furniture/Equip 0 250 250 Maint-Radios 0 250 250 Maint-PC Hardware 0 1,000 1,000 Maint-PC Software 86 8,000 8,000 Maint-Systems Software 6,754 0 0 Services-Telephone 316 611 880 Service-Wireless PhoneAircards 532 456 456 Services-Central Garage 4,458 5,356 5,362 Services-Other Professional 11,052 46,500 46,500 Services-Advertising 1,603 4,000 4,000 Services-Binding/Printing 442 1,400 1,400 In City Mileage Reimbursement 2,108 2,101 2,100 Travel Expenses 6,036 9,500 9,500 Education Registration 2,025 6,800 6,800 Lease Payments 1,346 1,346 1,346 Memberships 12,840 15,730 15,730 Public Relation/Promo 1,762 13,000 13,000 235 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Utilities Administration Postage/Freight 1,761 1,650 1,650 Total Expenditures $695,840 $790,988 $893,753 236 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Utility Equipment Services Salaries-Supervision 16,278 17,012 18,030 Salaries-Operational 388,636 464,824 509,507 Overtime 32,061 30,000 31,800 Stability Pay 11,303 12,238 22,386 FICA 32,220 35,134 40,356 TMRS Retirement 73,762 83,108 87,044 Life Insurance Contribution 541 624 624 Disability Insurance Contrib 408 492 492 Health Insurance Contributions 114,387 123,344 114,387 Supplies-Motor Vehicle 0 100 100 Supplies-Minor Tools and Equip 0 400 400 Supplies-Office 1,253 800 800 Supplies-Medical/Drug 0 50 50 Supplies-Botanical/Agriculture 0 1,700 1,700 Supplies-Traffic Control 2,135 2,250 2,250 Supplies-Linen 0 200 200 Supplies-Heating Fuel 337 700 700 Supplies-PC Software 0 88 88 Supplies-Other 0 400 400 Maint-Machine/Tools/Implements 413 200 200 Maint-Radios 0 450 450 Maint-PC Software 86 0 0 Maint-Utility Cuts 217,699 269,500 269,500 Maint-Buildings 80 0 0 Maint-East Scott Facility 4,159 6,845 6,845 Services-Telephone 534 998 528 Service-Wireless PhoneAircards 988 912 912 Services-Electricity 2,294 2,335 2,990 Services-Wtr/Sewer/Sanitation 0 100 100 Services-Central Garage 195,859 196,859 187,119 Services-Binding/Printing 71 750 750 Education Registration 75 260 260 Memberships 0 30 30 Rent-Equipment 150 300 300 237 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Utility Equipment Services Postage/Freight 241 20 20 Total Expenditures $1,095,968 $1,253,023 $1,301,318 238 WATER DISTRIBUTION MISSION The Water Distribution Division is responsible for the maintenance and repair of the approximately 575 miles of water mains throughout the City, as well as tapping those mains for new development. Water main sizes range from 36 inch down to 2 inch and range in age from 100 years old to newly installed. Additionally, Water Distribution has close to 3,000 fire hydrants in its system that it maintains to assist the Fire Department in meeting fire protection needs. The water mains are controlled and isolated through the use of over 10,500 water isolation valves spread out across the City. Water Distribution is responsible for not operating these valves to isolate leaks, but also in their maintenance so that they operate correctly when needed. The division is responsible for the maintenance of the Advanced Meter Infrastructure (AMI) system, comprised of 35,000+ meters, ranging in size from 5/8" to 16". Recently, the Division took on the responsibilities of locating all of the buried utility infrastructure for contractors so that damage during excavation activities could be reduced. Annually,approximately$1.5M to$2.0M worth of water main is replaced to help ensure that the water system is of an age and quality to meet resilient, reliable water service to the citizens and industries of Wichita Falls. SERVICES PROVIDED • Maintain and repair water mains. (575+ miles of pipeline) • Maintain fire hydrants to ensure fire protection. (Inventory of 2,924 Fire Hydrants) • Maintain water isolation valves. (Inventory of 10,506 Valves) • Maintain the Advanced Meter Infrastructure (AMI) system. (Inventory of 35,000+ meters) • Spot Utility Infrastructure for Contractors to reduce potential of damage to City infrastructure. FY 2023 ACCOMPLISHMENTS • Repaired a total of 603 main leaks. • Replaced $1.4 M worth of water pipeline. • Repaired 155 service line leaks through the fiscal year. • Maintained water loss below the 15%goal (6.5%). • Tested 194 random water meters for accuracy. • Performed 28,701 line locates. CONTACT INFORMATION Ty Allgood Water Distribution Superintendent 940-397-2539 ty.allgood@wichitafal Istx.gov 239 WATER DISTRIBUTION GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC DEPARTMENT PLAN PLAN PERFORMANCE MEASURE FY2023 FY2024 GOAL GOAL STRATEGY ESTIMATE TARGET 2.6 Reduce the 2.0 Enhance focus Provide on long-term <9 Leaks per month per 100 number of 680 621 main leaks Quality utility miles of pipe Infrastructure infrastructure needs 2.6 Reduce Water 2.0 Enhance focus Provide on long-term Loss 6.5% <15.0% Quality utility Total Water Loss<15.0% Infrastructure infrastructure needs 2.6 Test 2%of 2.0 Enhance focus meters in Provide on long-term 100%of meters are accurate+/- 26% 100 system for Quality utility 2% Accuracy Infrastructure infrastructure needs 2.6 Replace$1.5M 2.0 Enhance focus to$2.0M worth Provide on long-term of water mains, Quality utility $1.5M -$2.0M expended $1.4M $1.9M annually Infrastructure infrastructure needs FY2024 HIGHLIGHTS • Personnel Services: increased by$267,600, or 8.39%due to COLA and Merit increases as well as the addition of an underground utility locator position. • Maintenance& Repair: decreased $22,255, or 2.52%due to decreased maintenance at the East Scott facility offset by increases in water mains maintenance, PC Software maintenance, and service connection maintenance. • Utilities/Other Services: increased $53,363, or 9.74%over the prior year due to the increased cost for fleet services and electricity. 240 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water Distribution Salaries-Supervision 69,662 103,784 75,294 Salaries-Clerical 87,155 91,167 96,658 Salaries-Operational 1,461,851 1,772,585 1,786,321 Overtime 295,584 225,000 320,120 Terminal Pay 44 0 0 Certification Pay 13,660 25,080 12,360 Stability Pay 29,511 28,823 48,240 Cell Phone Allowance 296 540 360 FICA 140,612 133,546 127,092 TMRS Retirement 322,148 325,952 358,381 Life Insurance Contribution 2,063 2,498 2,498 Disability Insurance Contrib 1,558 1,823 1,823 Health Insurance Contributions 471,015 477,878 460,000 HSA Contributions-Employer 1,574 1,008 3,018 Supplies-Minor Tools and Equip 19,694 22,700 22,700 Supplies-Minor Furniture 0 0 1,000 Supplies-Office 6,160 8,035 8,035 Supplies-Photographic 700 1,100 1,100 Supplies-Medical/Drug 17 250 250 Supplies-Chemical 3,068 3,700 3,700 Supplies-Mechanical 11,977 9,500 9,500 Supplies-Traffic Control 4,118 6,000 6,000 Supplies-Clothing and Uniforms 21,468 22,100 23,800 Supplies-Educational 0 350 350 Supplies-Personal Computers 1,292 1,550 2,094 Supplies-PC Software 0 1,260 1,305 Supplies-Other 5,550 11,300 11,300 Maint-Motor Vehicles 0 150 150 Maint-Machine/Tools/Implements 2,134 4,630 4,630 Maint-Office Furniture/Equip 780 1,000 0 Maint-Radios 942 1,850 2,150 Maint-Instruments 4,881 3,160 4,325 Maint-Meters 1,626 10,480 10,480 Maint-PC Software 1,156 0 18,000 241 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water Distribution Maint-Water Mains 321,546 300,000 355,000 Maint-Service Connections 321,633 416,015 455,045 Maint-East Scott Facility 120,700 145,315 10,565 Maint-Fire Hydrants 68 1,000 1,000 Maint-Fences 25,725 1,000 1,000 Services-Telephone 4,976 10,181 6,409 Service-Wireless PhoneAircards 15,475 16,101 17,400 Services-Electricity 8,777 8,441 11,440 Services-Gas 12,470 13,644 15,000 Services-Wtr/Sewer/Sanitation 4,366 4,042 4,042 Services-Central Garage 357,779 441,747 493,228 Services-Employee Physicals 55,051 50,000 50,000 Services-Advertising 335 0 0 Services-Binding/Printing 592 3,723 3,723 Travel Expenses 819 2,377 2,377 Education Registration 9,364 15,250 15,250 Lease Payments 2,166 1,643 1,643 Memberships 9,734 11,730 16,030 Rent-Equipment 0 350 350 Postage/Freight 354 450 450 Total Expenditures $4,254,222 $4,741,808 $4,882,986 242 WATER SOURCE DIVISION MISSION The Water Source Division is responsible for the management of the three source water lakes: Lake Kickapoo, Lake Arrowhead, and Lake Kemp. This division also oversees the maintenance of the dams, intakes, pump stations, transmission lines, air vents, and all associated easements. They are also responsible for algae control operations, as it relates to Taste & Odor control. SERVICES PROVIDED • Daily Inspection of source water facilities. • Collection of raw water from the lakes for analysis. • Maintenance and repair of pump stations, transmission lines and appurtenances. FY2023 ACCOMPLISHMENTS • Successfully mitigated two taste and odor events at Lake Arrowhead by implementing the Taste and Odor Monitoring Program. o Treating the lakes for taste and odor causing algae o Source lake switching • Completed 3 air compressor replacements at Lake Arrowhead o 2 for the raw water line surge tanks o 1 for the lake aeration system CONTACT INFORMATION Mark Southard Water Source/Purification Superintendent 940-691-1153 mark.southard@wichitafallstx.gov 243 WATER SOURCE DIVISION GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Fully Utilize 4.0 4.5 25%of Total Supply from Lake Kemp Efficiently Promote and Lake Kemp 12.1% 25.0% Deliver City encourage Service innovation FY2024 HIGHLIGHTS • Personnel Services: increased by$15,375, or 7.99% due to COLA and Merit increases and increases in stability pay. • Utilities/Other Services: increased by $107,860, or 36.87% due to increased electricity costs. • Other Expenditures: increased by$10,124 due to the payment of ad-valorem taxes. 244 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water Source of Supply Salaries-Operational 109,622 113,585 131,560 Overtime 1,972 4,200 4,452 Certification Pay 2,829 3,300 2,460 Stability Pay 2,695 1,898 2,696 Cell Phone Allowance 243 360 360 FICA 8,135 8,609 10,065 TMRS Retirement 19,316 22,309 21,707 Life Insurance Contribution 145 161 161 Disability Insurance Contrib 109 123 123 Health Insurance Contributions 36,294 39,958 36,294 Supplies-Minor Tools and Equip 205 600 600 Supplies-Mechanical 0 100 1,000 Supplies-Other 444 500 500 Maint-Motor Vehicles 126 5,000 5,000 Maint-Machine/Tools/Implements 784 1,500 1,500 Maint-Pumps/Motors 12,572 21,600 21,600 Maint-Radios 0 700 700 Maint-Instruments 13,617 19,600 15,500 Maint-Other Buildings 3,642 2,400 2,400 Maint-Dams 0 20,000 20,000 Maint-Canals/Conduits 21,930 24,200 24,200 Maint-Other Structures 5,505 5,500 5,500 Services-Telephone 286 2,259 2,828 Services-Electricity 194,391 172,259 280,800 Services-Central Garage 37,088 43,758 41,008 Services-Other Professional 0 6,000 6,000 Services-Lab Proficiency Test 0 2,500 5,000 Services-Other Miscellaneous 10,441 65,800 64,800 Education Registration 0 2,600 2,600 Rent-Equipment 0 2,000 2,000 Postage/Freight 230 0 0 Ad-Valorem Taxes 11,204 0 10,124 Total Expenditures $493,825 $593,379 $723,538 245 WATER PURIFICATION MISSION The Water Purification Division is responsible for the treatment of the City's drinking water in accordance with USEPA and TCEQ rules and regulations. This Division operates and maintains two Water Treatment Facilities (Cypress and Jasper); which have a total treatment capacity of 74 MGD and six ground storage tanks with a capacity of 30.5 MG between them. This division is also responsible for the operation and maintenance of seven elevated storage tanks with 6.5 MG total capacity. The elevated storage tanks supply storage and pressure for four distinct Pressure Planes and three Booster Pump Stations within the Distribution System. SERVICES PROVIDED • Potable Drinking Water Production and Pumping • Maintenance and Repair of Water Treatment Facilities, Pump Stations, Water Towers and Appurtenances. • Testing of Raw and Potable Water in Laboratory FY 2023 ACCOMPLISHMENTS • Treated and Discharged 5,341,602,000 gallons of water. • Submitted Emergency Preparedness Plan to TCEQ for Senate Bill 3 Compliance. • Delivered 35,000 Consumer Confidence Reports • Replaced 2,520 microfilters for improved operation of the microfiltration/reverse osmosis plant. • Completed replacement of carbon dioxide tank at Jasper Water Treatment Facility. • Completed replacement of large air conditioning system in Administration Building at the Cypress Water Treatment Facility. • Completed replacement of new isolation valve at the Denver Elevated Storage Tank. CONTACT INFORMATION Mark Southard Water Source/Purification Superintendent 940-691-1153 mark.southard@wichitafallstx.gov 246 WATER PURIFICATION GOALS & PERFORMANCE MEASURES FY 2023 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Comply with 4.2 Federal and 4'0 Reinforce a State Drinking Efficiently culture of No exceedances of Maximum 100% 100 Water Deliver City superior Contaminate Levels Service Regulations customer service 4.0 4.2 Maintain Reinforce a Superior Efficiently culture of Superior Status 100% 100 Water Status Deliver City Service superior with TCEQ customer service 4.0 4.2 Reduce Taste Reinforce a & Odor Efficiently culture of 1 0 Events Deliver City superior <10 T&O Complaints Annually Service customer service Deliver 5.3 Consumer 5'0 Maintain Confidence Actively Engage coordinated and Deliver 35,000 CCRs by July 1st 100% 100 & Inform the Report Public trusted messaging. FY2023 HIGHLIGHTS • Personnel Services: increased by$260,116, or 10.14%due to COLA and Merit increases, as well as increases in Stability Pay and Pool Operational salaries. • Supplies: decreased by$322,440, or 9.65% due to decreased chemical needs. • Maintenance and Repair: increased by$64,714, or 10.12%due to increased maintenance costs for pumps and motors, and office furniture. • Utilities/ Other Services: increased by $452,201, or 26.12% due to increased electricity costs, Central Garage service charges, and payment for a SCADA system penetration test. • Other Expenditures:decreased $46,500, or 39.18%from the prior year due to addition of costs for a lease of powdered activated carbon feed system at the Cypress treatment facility in FY 2023 that is not included in this year's budget. 247 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water Purification Salaries-Supervision 78,567 82,111 87,045 Salaries-Clerical 27,280 28,812 30,536 Salaries-Operational 1,421,735 1,487,781 1,584,478 Pool Operational 20,377 42,993 107,352 Overtime 85,352 75,000 79,500 Certification Pay 34,505 34,860 34,200 Stability Pay 34,431 33,221 58,630 Cell Phone Allowance 2,540 2,520 2,340 FICA 122,177 123,640 124,296 TMRS Retirement 277,123 274,627 297,265 Life Insurance Contribution 2,018 1,997 1,997 Disability Insurance Contrib 1,523 1,520 1,520 Health Insurance Contributions 359,419 376,054 359,419 HSA Contributions-Employer 2,029 1,179 1,895 Supplies-Minor Tools and Equip 252 0 0 Supplies-Minor Furniture 5,234 0 0 Supplies-Office 7,571 8,000 8,000 Supplies-Medical/Drug 0 1,500 1,500 Supplies-Janitorial 0 1,000 1,000 Supplies-Chemical 1,710,664 3,042,132 2,724,392 Supplies-Lab 221,553 264,750 262,250 Supplies-Fencing 125 1,000 1,000 Supplies-Linen 9,530 17,500 17,500 Supplies-Educational 0 400 400 Supplies-Periodicals/Supplemts 1,238 1,300 1,300 Supplies-Personal Computers 1,672 0 0 Supplies-PC Software 1,242 0 0 Supplies-Other 2,662 2,200 0 Maint-Motor Vehicles 97 0 0 Maint-Machine/Tools/Implements 4,372 6,000 6,000 Maint-Pumps/Motors 74,255 92,000 148,900 Maint-Office Furniture/Equip 4,248 1,500 9,200 Maint-Radios 0 1,828 1,828 Maint-Instruments 205,497 232,498 231,612 248 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water Purification Maint-PC Hardware 0 300 300 Maint-Heating/Cooling Systems 64,904 55,000 55,000 Maint-Reservoirs/Tanks 15,415 7,500 7,500 Maint-Cypress Facility 157,414 161,000 161,000 Maint-Jasper Facility 76,827 61,000 61,000 Maint-Other Buildings 29,618 21,100 21,100 Maint-Canals/Conduits 200 0 0 Maint-Other Structures 206 0 0 Services-Telephone 27,499 30,714 22,131 Services-Electricity 1,030,974 1,031,634 1,430,000 Services-Gas 44,047 45,000 49,000 Services-Wtr/Sewer/Sanitation 515,273 303,836 303,836 Services-Central Garage 74,466 98,507 115,245 Services-Other Professional 149,313 21,500 62,000 Services-Lab Proficiency Test 84,419 121,750 121,250 Services-Advertising 650 0 0 Services-Binding/Printing 20,582 12,634 12,634 Services-Other Miscellaneous 58,467 65,525 64,925 Travel Expenses 3,923 3,575 3,575 Education Registration 23,344 39,700 39,700 Lease Payments 789 46,500 0 Memberships 4,382 0 0 Boards/Local Meetings 3,008 3,420 3,420 Rent-Equipment 6,721 7,500 7,500 Postage/Freight 13,228 18,000 18,000 Total Expenditures $7,124,956 $8,395,618 $8,744,471 249 WASTEWATER COLLECTION AND SEWER REHABILITATION MISSION The Wastewater Collections and Sewer Rehabilitation Divisions are responsible for the operation and maintenance of 575 miles of sewer collection system. The sewer collection mains range in size from 48 inch to 6 inch and some of these mains have been in service for nearly 100 years. Collections and Rehabilitation crews perform repairs, cleaning, and inspection of the sewer pipes and manholes that convey sewage away from residences and businesses to the Resource Recovery Facility and the Northside Wastewater Treatment Plant. They also perform smoke testing of the sewer mains to identify points of infiltration and inflow into the collection system. Additionally, they are responsible for removing obstructions in the mains that have created a blockage causing wastewater to backup into homes and businesses. Annually, approximately $1.0M to $2.0M worth of wastewater pipeline is replaced to help ensure that the Collections system is of an age and quality to meet resilient, reliable wastewater collections service for the citizens and industries of Wichita Falls. SERVICES PROVIDED • Maintenance of Sewer Collection System (575 miles of pipeline) • Smoke test lines to identify points of infiltration & inflow into the Sewer Collection System. • Televise/Inspect Sewer Infrastructure • Clear stop-ups that occur in the Sewer Collections System • Rehabilitate/Replace Aging Manholes (Inventory of 8,089) FY2023 ACCOMPLISHMENTS • Responded to 20 Sanitary Sewer Overflows (SSOs) • Televised 27.4 miles (5.01%) of the system • Cleaned 66.6 miles (12.18%) of the system • Inspected 769 (9.48%) of the manholes • Smoke tested 0.05%of the system • Replaced $1.0M worth of wastewater pipeline CONTACT INFORMATION Gordon Smith Wastewater Collections/Sewer Rehabilitation Superintendent 940-723-5573 gordon.smith@wichitafallstx.gov 250 WASTEWATER COLLECTION AND SEWER REHABILITATION GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC PERFORMANCE FY2023 FY2024 DEPARTMENT PLAN PLAN MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY 2.6 2.0 Enhance focus Sanitary Sewer Provide on long-term Overflows Quality utility < 10 SSOs per Year 20 17 Infrastructure infrastructure needs 2.6 2.0 Enhance focus Televise Sewer Provide on long-term 5% 7% Mains Quality utility 7%of System Annually Infrastructure infrastructure needs 2.6 2.0 Enhance focus Clean Sewer Provide on long-term Mains Quality utility 25%of System Annually 12% 25 Infrastructure infrastructure needs 2.6 2.0 Enhance focus Inspect Provide on long-term 9'5 ° 20 Manholes Quality utility 20%of Manholes Annually Infrastructure infrastructure needs 2.6 2.0 Enhance focus Smoke Test Provide on long-term 0.05% 8 System Quality utility 8%of System Annually Infrastructure infrastructure needs Replace$1.5M 2.6 to$2.OM worth 2.0 Enhance focus of wastewater Provide on long-term Quality utility $1.0M -$2.0M expended $1.OM $1.9M pipelines, Infrastructure infrastructure annually needs FY2024 HIGHLIGHTS • Personnel Services: increased by$137,117, or 10.14%due to COLA and Merit increases, as well as increases in health insurance contributions. • Supplies: increased by$22,687, or 26.83%due to increased need for personal protective equipment and other safety equipment, as well as increased chemical and mechanical supplies. • Utilities/Other Services: increased by$34,558, or 10.15%due to higher Central Garage service charges. 251 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Wastewater Collection Salaries-Clerical 54,174 57,624 59,728 Salaries-Operational 303,520 485,550 575,275 Overtime 36,938 42,000 44,520 Certification Pay 1,506 1,500 1,500 Stability Pay 5,529 5,007 9,956 FICA 28,648 44,970 35,643 TMRS Retirement 66,088 85,634 76,878 Life Insurance Contribution 488 478 478 Disability Insurance Contrib 368 366 366 Health Insurance Contributions 166,696 161,481 166,696 HSA Contributions-Employer 1,623 2,358 0 Supplies-Minor Tools and Equip 3,787 9,540 9,290 Supplies-Office 2,871 4,450 4,450 Supplies-Medical/Drug 36 250 250 Supplies-Chemical 11,549 11,100 16,100 Supplies-Mechanical 8,748 12,890 15,510 Supplies-Traffic Control 28 1,525 1,525 Supplies-Clothing and Uniforms 5,861 7,662 7,662 Supplies-Linen 0 900 900 Supplies-Personal Computers 1,630 0 0 Supplies-Other 15,233 15,630 15,230 Maint-Motor Vehicles 2,796 8,700 8,700 Maint-Machine/Tools/Implements 203 500 500 Maint-Office Furniture/Equip 565 750 750 Maint-Radios 108 200 200 Maint-PC Software 514 675 675 Maint-Sanitary Sewers 87,695 130,000 130,000 Maint-Buildings 4,675 5,700 1,000 Services-Telephone 861 1,444 336 Service-Wireless PhoneAircards 8,432 8,278 8,280 Services-Central Garage 148,934 178,029 193,444 Services-Binding/Printing 1,852 6,925 6,925 Travel Expenses 0 450 450 Education Registration 4,230 14,576 14,591 252 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Wastewater Collection Rent-Equipment 14,215 6,900 6,900 Postage/Freight 1,146 1,000 1,000 Total Expenditures $991,546 $1,315,043 $1,415,708 253 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Sewer Rehabilitation Salaries-Supervision 68,060 72,793 94,134 Salaries-Operational 151,195 253,244 230,844 Overtime 15,606 9,270 10,070 Certification Pay 1,504 1,500 0 Stability Pay 3,630 3,768 550 Cell Phone Allowance 362 360 0 FICA 16,973 16,769 7,678 TMRS Retirement 39,531 39,605 16,560 Life Insurance Contribution 301 309 309 Disability Insurance Contrib 228 235 235 Health Insurance Contributions 107,229 66,603 107,229 HSA Contributions-Employer 880 1,179 1,179 Supplies-Minor Tools and Equip 2,430 2,345 5,590 Supplies-Minor Furniture 293 1,346 500 Supplies-Office 571 1,500 1,750 Supplies-Medical/Drug 0 150 250 Supplies-Mechanical 3,732 6,250 7,800 Supplies-Traffic Control 0 125 125 Supplies-Clothing and Uniforms 4,459 4,264 4,997 Supplies-Linen 0 495 900 Supplies-Educational 650 1,050 1,050 Supplies-Personal Computers 3,620 0 0 Supplies-PC Software 27,000 0 0 Supplies-Other 1,449 3,080 13,360 Maint-Motor Vehicles 3,600 9,100 8,700 Maint-Machine/Tools/Implements 0 600 800 Maint-Radios 0 200 200 Maint-Instruments 16,342 12,000 16,000 Maint-PC Hardware 0 1,500 1,500 Maint-PC Software 4,843 4,950 4,950 Maint-Sanitary Sewers 0 0 1,000 Services-Telephone 744 1,055 935 Service-Wireless PhoneAircards 4,073 4,559 4,560 Services-Central Garage 102,912 137,836 157,854 254 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Sewer Rehabilitation Services-Binding/Printing 1,121 2,250 2,600 Travel Expenses 1,253 970 450 Education Registration 7,845 14,444 14,576 Memberships 328 550 550 Rent-Equipment 0 0 6,900 Postage/Freight 525 1,000 1,000 Total Expenditures $593,289 $677,254 $727,685 255 RESOURCE RECOVERY MISSION The Resource Recovery Division is responsible for the treatment of the City's sewage in accordance with rules and regulations that are defined by the USEPA and the TCEQ. This Division operates and maintains the newly renamed Wichita Falls Resource Recovery Facility(formerly, River Road Wastewater Treatment Plant) with a total permitted capacity of 19.91 MGD, and the Northside Resource Recovery Facility (1.5 MGD total permitted capacity), as well as 51 Lift Stations within the Collections System. These facilities are recovering biosolids that are used in the City's composting operations, while Northside RRF provides industrial reuse water for Vitro, and the WFRRF treats water for discharge into Lake Arrowhead for drinking water reuse (IPR). SERVICES PROVIDED • Treat sewage to all Federal and State Regulatory Standards. • Treat wastewater at WFRRF to a level that can be discharged to Lake Arrowhead and reused for drinking water • Treat wastewater at the NSRRF to a level that can be provided to Vitro for industrial reuse. • Routine operational testing performed daily at both plants. FY 2023 ACCOMPLISHMENTS • Treated 3,351,000,000 total gallons of sewage. • Returned 2,741,030,000 gallons to Lake Arrowhead for Drinking Water • Provided 6,809,792 gallons of reuse water to Vitro. CONTACT INFORMATION Harold Burris Resource Recovery Superintendent 940-766-2841 Harold.Burris@wichitafallstx.gov 256 RESOURCE RECOVERY GOALS & PERFORMANCE MEASURES DEPARTMENT STRATEGIC STRATEGIC PERFORMANCE FY2023 FY2024 PLAN PLAN GOAL GOAL STRATEGY MEASURE ESTIMATE TARGET Comply with 4.2 4.0 Reinforce a Federal and Efficiently culture of No exceedances of Deliver City superior % % State Sewage Maximum 100100 Treatment Service customer Contaminate Levels Regulations service 2.6 Discharge Enhance focus Reuse Water 2'0 on long-term Reuse Water Provide Quality Yes Yes to Lake Infrastructure utility Discharged to Lake Arrowhead infrastructure Arrowhead needs 2.6 2.0 Enhance focus Provide Reuseon long-term Water to Provide Quality Reuse Water Provided Yes Yes Infrastructure utility Industry infrastructure to Industry needs FY2024 HIGHLIGHTS • Personnel Services: increased by$474,063, or 17.13%due to COLA and Merit increases, as well as the addition of 6 Lead Plant Operator positions and 1 Senior Mechanic position. • Supplies: increased by$137,473, or 9.98% due to increases in chemical costs. • Maintenance and Repair: increased by$439,800, or 132.03%due to an increase in pump and motor maintenance as well as maintenance of the River Road Facility. • Utilities/Other Services: increased by$310,175, or 21.92% due to increased electricity costs and Central Garage Service charges 257 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Resource Recovery Salaries-Supervision 91,081 138,242 100,935 Salaries-Clerical 31,581 32,721 34,681 Salaries-Operational 1,307,100 1,630,708 1,942,190 Pool Operational 0 0 28,620 Overtime 143,264 120,000 148,400 Certification Pay 26,532 26,820 25,740 Stability Pay 25,026 25,960 42,410 Cell Phone Allowance 1,437 1,440 1,080 FICA 116,629 136,576 120,169 TMRS Retirement 266,040 237,334 259,188 Life Insurance Contribution 1,871 1,798 1,798 Disability Insurance Contrib 1,412 1,365 1,365 Health Insurance Contributions 346,571 413,251 346,571 HSA Contributions-Employer 1,732 1,512 3,191 Supplies-Minor Tools and Equip 1,412 1,000 3,000 Supplies-Minor Furniture 0 1,492 875 Supplies-Office 2,757 4,700 4,050 Supplies-Medical/Drug 81 100 100 Supplies-Janitorial 0 0 500 Supplies-Chemical 948,554 1,213,534 1,372,524 Supplies-Lab 68,898 113,500 94,000 Supplies-Mechanical 4,923 11,000 7,000 Supplies-Trees/Flowers/Shrubs 0 3,000 0 Supplies-Traffic Control 41 0 0 Supplies-Clothing and Uniforms 12,213 15,876 15,876 Supplies-Linen 0 2,000 2,000 Supplies-Educational 940 1,000 1,000 Supplies-Periodicals/Supplemts 0 650 650 Supplies-PC Software 280 0 0 Supplies-Other 36,317 9,400 13,150 Maint-Other Vehicles 160 0 0 Maint-Machine/Tools/Implements 46 1,000 1,000 Maint-Pumps/Motors 72,627 115,000 404,500 Maint-Office Furniture/Equip 0 100 100 258 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Resource Recovery Maint-Radios 0 500 500 Maint-Instruments 24,387 39,000 83,300 Maint-PC Hardware 254 1,500 1,500 Maint-Heating/Cooling Systems 741 5,000 7,500 Maint-Buildings 213 0 0 Maint-River Road Facility 71,492 150,000 239,000 Maint-Northside Facility 7,671 16,000 28,000 Maint-Other Buildings 0 2,500 5,000 Maint-Fences 3,917 2,500 2,500 Services-Telephone 36,136 45,362 35,445 Service-Wireless PhoneAircards 687 720 720 Services-Electricity 612,985 600,000 871,000 Services-Gas 144,992 150,000 150,000 Services-Wtr/Sewer/Sanitation 224,523 244,043 245,000 Services-Central Garage 197,070 250,329 273,644 Services-Other Professional 30,372 45,653 74,473 Services-Advertising 1,492 4,000 0 Services-Binding/Printing 656 1,569 1,569 Services-Other Miscellaneous 36,158 73,600 73,600 Travel Expenses 1,588 2,700 3,500 Education Registration 13,957 18,254 18,254 Lease Payments 1,569 1,569 0 Memberships 1,050 1,668 1,668 Rent-Equipment 4,358 0 1,000 Postage/Freight 1,917 4,000 4,000 Total Expenditures $4,927,710 $5,921,546 $7,097,836 259 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Water/Sewer Special Items Terminal Pay 81,696 45,000 0 FICA 6,091 0 0 TMRS Retirement 13,417 13,455 0 TMRS Year-End Pension Adjust. (1,673,453) 0 0 Year-End OPEB Adjustment 112,750 0 0 Life Insurance Contribution 41 0 0 Disability Insurance Contrib 31 0 0 Services-Bank 12,482 8,832 8,832 Services-Audit 2,979 0 0 Services-Other Professional 152,818 40,000 80,000 Services-Employee Physicals 0 1,000 1,000 Services-Advertising 740 0 0 Worker's Compensation 179,543 157,330 140,000 Unemployment Compensation 915 0 0 Insurance Expense 75,081 57,000 124,000 Claims and Settlements 0 1,000 1,000 General Liability Claims (3,282) 64,000 64,000 Contract-Water Imp District#2 295,732 294,210 290,124 Contract-US Geo Survey 60,598 87,800 89,100 Contract-Other Agencies 280,470 351,600 351,600 Interest Expense 7,686 0 0 Travel Expenses 517 0 0 Lease Payments 459,321 1,021,100 1,021,100 Rent-Office 26,401 26,500 26,500 Bad Debt Expense 84,614 45,000 45,000 Administrative Overhead 940,653 927,945 968,181 Data Processing Services 327,141 430,245 430,245 Other Improvements 1,672,117 0 0 Oper Transfer-General 1,823,429 1,827,817 1,962,663 Oper Transfer FA 592,149 0 0 Depreciation Expense 8,845,792 0 0 Capital Asset Contra Expense (1,672,117) 0 0 Total Expenditures $12,706,352 $5,399,834 $5,603,345 260 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Lake Ringgold Services-Other Professional 293,097 0 0 Other Improvements 0 1,000,000 5,000,000 Total Expenditures $293,097 $1,000,000 $5,000,000 261 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Microfiltration Rev Osmosis Other Improvements 2,235,000 0 0 Other Machinery and Equipment 0 600,000 600,000 Oper Transfer FA 2,235,000 0 0 Capital Asset Contra Expense (2,235,000) 0 0 Total Expenditures $2,235,000 $600,000 $600,000 262 TEXASJ.;11);C4i 4 5116' Sanitation Fund 263 SANITATION FUND SANITATION FUND: Within the Sanitation fund,there are three divisions: Refuse Collection (listed as Sanitation),Transfer Station,and the Landfill. This budget also has a unit described as Special Items, which is used to set aside funds for a planned expansion of the landfill in approximately 20 years. Together these groups perform the collection of residential and commercial solid waste, and provide the "Choose to Reuse" program, which includes an Organic Reuse Program and drop off locations to recycle glass, newspaper, and aluminum. The Division oversees the operation of the City's Transfer Station where waste is deposited into larger hauling units and transported to the City's landfill, and oversees the operations at the landfill, which maintains a viable compost facility. The FY 2024 budget proposes a fund balance policy of 20%of operating expenditures which is approximately$3.6 million to ensure adequate reserves for unexpected expenditures or disruptions in operations. The estimated unrestricted fund balance at the end of FY 2023 is $5.95 million. This includes $1,350,000 in funds restricted for the purchase of a scraper at the Landfill. We recommend designating any excess fund balance for cell expansion at the Landfill. Sanitation Fund Fund Summary Projected Beginning Balance $11,700,000 Less: Restricted Balance 5,750,000 Available Balance $ 5,950,000 Revenues Residential Sanitation Fees $ 8,071,584 Commercial Sanitation Fees 6,571,824 Landfill Fees 2,450,000 All Other Revenue 1,068,592 Total Revenues $18,162,000 Expenditures Personnel Services $ 5,370,925 Supplies 389,493 Maintenance &Repair 182,840 Utilities/Other Services 6,609,050 Insurance &Contract Supp. 94,522 Other Expenditures 519,661 Capital Improvements 3,981,763 Transfers Out 1,013,746 Total Expenditures $18,162,000 Ending Balance $ 5,950,000 264 SANITATION FUND 2022-23 2023-24 2021-22 Adopted Adopted Percent Sanitation Al Budget Budget Change Revenues Sanitation Fees - Residential 7,499,976 7,385,000 $ 8,071,584 9.30% Sanitation Fees - Commercial 6,184,764 5,945,000 6,571,824 10.54% Landfill Fees 2,814,447 2,000,000 2,450,000 22.50% All Other Revenue 1,029,748 2,496,287 1,068,592 -57.19% Total Revenues $ 17,528,935 $ 17,826,287 $ 18,162,000 1.88% Expenditures Personnel Services 5 4,674,286 5 5,038,961 5 5,370,925 6.59% Supplies 378,011 392,994 389,493 -0.89% Maintenance &Repair 128,713 545,290 182,840 -66.47% Utilities/Other Services 5,212,548 5,349,867 6,6,09,050 23.54% Insurance &Contract Supp. 37,636 74,049 94,522 27.65% Other Expenditures 517,213 444,931 513,661 15.45% Non Capital Improvements 5,953 6,000 6,000 0.00% Capital Improvements 2,527,394 5,005,123 3,981,763 -20.45% Transfers Out 1,710,001 969,072 1,013,746 4.61% Total Expenditures $ 15,191,755 $ 17,826,287 $ 18,162,000 1.88% Feven Jes by Source Expenditures by Use Res J.-it all Sanitation Fees , 44.44% 29.57% Personnel Services 36.39% Utilities/Other Services Commercial Sanitation Fees , 36,18% 21.92% Capital Improvements Landfill Fees ■ 13.49% 5.58% I Transfers Out All Other ' 5.89% 6.54% , All Other 265 SANITATION FUND REVENUES The 2024 Adopted Budget includes a 6% rate increase for Residential and Commercial curbside customers and a 13% increase for Alley customers. These increases reflect the increased costs of trucks and equipment used as well as the increased costs of labor and fuel. Historical Rate Discussion: The FY 2021 budget included a 6% rate increase to allow recurring replacement of capital equipment.The adopted FY 2022 and FY 2023 budget maintained rates at the previous level. Landfill Fees: The FY 2024 Adopted Budget for Landfill fees is $445,000 or 22.50% higher due to the increased volume of waste disposals by customers at the Landfill. All Other Revenue: The FY 2023 budget included the use of fund balance for the purchase of capital equipment. That use of fund balance in the previous year resulted in a decrease of $1,427,695, or 57.19% in the FY 2024 Adopted Budget. EXPENDITURES Personnel Services: Personnel Services account for 29.57% of all expenditures in the Sanitation Fund. This Adopted Budget increases Personnel Services by $331,964 or 6.59% primarily due to a 6% overall increase for COLA and Merit/Step for staff to help maintain market competitive compensation. Supplies: Supplies in the Sanitation Fund total $389,493, a decrease of .89%from the prior year. Maintenance & Repair: These costs are $182,840 which is $362,450 less than the FY23 budget. The FY 2023 budget included $405,500 in repair costs associated with the transfer station. Utilities/Other Services: The cost of utilities is projected to increase in FY 2024 by $1,259,183 or 23.54% due to the cost to overhaul a compactor at the Landfill ($650k), a structural evaluation of the transfer station ($150k) and the increased costs of truck maintenance and repairs. Capital Improvements:The adopted investment in capital improvements for FY 2024 is$3,981,763. This includes trucks, street and alley rehab costs, and other equipment. Item Amount Automated Sideload Curbside Trucks (3) $ 1,253,871 Street Rehab Costs 800,000 Commercial Frontload Truck 413,584 Tire Shredder(Replacement) 400,000 Alley Sideload Truck 317,363 Alley Rehab 300,00,0 Transfer Station Trailer(Replacement) 230,0,00 Gas Collection System Design 80,000 Landfill Slope Monitor Pickup (Replacement) 49,0,00 Cart Delivery Pickup (Replacement) 45,000 Wind Screens at Landfill 42,940 Total $ 3,981,763 266 SANITATION FUND Transfers Out: The FY 2024 budget includes a transfer of $1,013,746 for a franchise fee which represents approximately 6% of revenue and reimburses the General Fund for costs incurred in support of the service including maintenance of streets and alleys. PERSONNEL BY JOB TITLE Sanitation FY2021-22 FY2022-23 FY2023-24 Change PY Administrative Clerk 1.00 1.00 1.00 - Deputy Dir of Public Works 0.50 0.50 0.50 - Director of Public Works 0.10 0.10 0.10 - Laborer 2.86 2.85 2.86 - Sanitation Equip Operator I 12.010 11.00 11.00 - Sanitation Equip Operator II 19.00 20.00 20.00 - Sanitation Equip Operator III 8.00 8.00 8.00 - Sanitation Superintendent 1.00 1.00 1.00 - Sanitation Supervisor 3.00 3.00 3.00 - Sanitation Worker 4.00 4.00 4.00 - Senior Admin Clerk 1.00 1.00 1.00 - Welder LOB 1.00 1.00 - Total 53.45 53.46 53.45 - Transfer Station Laborer 2.00 2.00 2.00 - Sanitation Equip Operator I 2.00 2.00 2.00 - Sanitation Equip Operator II 5.00 5.00 5.00 - Sanitation Equip Operator Ill 2.001 2.00 2.00 - Sanitation Supervisor 1.00 1.00 1.00 - ScaVe Attendant 2.00 2.00 2.00 - Total 14.00 14.00 14.00 - Landfill Administrative Clerk 1.00 1.00 1.00 - Assistant LF Supervisor 1.00 1.00 1.00 - Environmental Coordinator 1.00 1.00 - Laborer 2.00 2.00 2.00 - Landfill Equip Operator I 2.00 2.00 2.00 - Landfill Equip Operator III 7.00 7.00 7.00 - Landfill Supervisor 1.00 1.00 1.00 - Landfill Worker LOB 1.00 1.00 - Scale Attendant 3.00 3.00 3.00 - Senior Admin Clerk 1.00 1.00 1.00 - Total 1100 20.00 20.00 - Total - Sanitation Fund 86.46 87.46 87.46 - 267 Sanitation Division MISSION To ensure the delivery of safe, efficient, cost-effective, and environmentally sound solid waste management system, and to promote sustainable community programs and policies throughout the City of Wichita Falls. SERVICES PROVIDED • Collection and disposal of residential and commercial municipal solid waste • Collection of residential curbside and commercial organics to reuse as compost • Oversee and maintain 13 recycling drop off locations for glass, newspaper, and aluminum • Provide bulk waste pickup and 10-yard roll-off containers for residential and commercial customers • Recycling of all the Resource Recovery and Northside WWTP sludge, as well as commercial and residential organics • Operation of a Transfer Station, state-of-the-art composting facility and Type I Landfill FY2023 ACCOMPLISHMENTS • Collected 32,152 tons of solid waste through curbside pickup. • Collected 16,140 tons from alley containers. • Collected 31,126 tons from commercial businesses. • Delivered 86,914 tons of solid waste to the Landfill from the Transfer Station. • Deposited 181,059 tons in the Landfill this year. • Composted 22,783 tons of brush and wastewater sludge in the same period. • Recycled 430 tons of newsprint, glass and scrap metal. • Implemented Routeware on-board collection system for curbside trash collection improving efficiency and accuracy for more than 27,000 carts collected twice per week. CONTACT INFORMATION Armando Mangual Sanitation Superintendent 940-761-7977 armando.mangual@wichitafallstx.gov 268 Sanitation Division GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC PERFORMANCE FY2023 DEPARTMENT PLAN PLAN FY2024 TARGET MEASURE ESTIMATE GOAL GOAL STRATEGY Ensure zero TCEQ 3.0 Efficiently findings Deliver City Zero Findings Zero Findings Zero Findings Services Increase waste 10% Diversion of diversion through waste from the voluntary 3.0 Efficiently Landfill 13% Diversion 10% Diversion participation in the Deliver City 20%participation Rate Rate Choose to Curb It and Services of Residents in 27% Participation 25% Participation Choose to Drop It the Choose to Curb It Programs Optimum use of 90%of curbside Averaged 96%of 90%of curbside RouteWare on board 3.0 Efficiently carts accounted curbside carts carts accounted Deliver City for on any accounted for for on any System for Residential Services scheduled since scheduled Curbside routes collection day implementation collection day FY 2024 HIGHLIGHTS Sanitation: • Personnel Services:increased by$250,292,or 8.01%due to COLA and Merit increases,as well as increases to budget overtime and stability pay. • Utilities / Other Services: increased by $240,262, or 7.21% due to increases in Central Garage Service charges. • Capital Improvements: increased by$242,700, or 11.62%due to the need to replace a higher number of Sanitation vehicles. Transfer Station • Personnel Services: increased by$34,727,or 4.12%due to COLA and Merit increases,offset by a decrease in health insurance contributions. • Maintenance and Repair: decreased by$360,500 due to extensive maintenance being completed at the transfer station in FY 2023 that does not need to be completed in FY 2024. 269 Sanitation Division • Utilities / Other Services: increased by $341,488, or 66.63% due to increased Central Garage service charges, as well as for the payment of a structural assessment for the Transfer Station. • Capital Improvements: increased by$379,000, or 125.91%to replace the tire shredder. Landfill • Personnel Services: increased by$46,945, or 4.38%. • Utilities / Other Services: increased by $814,409, or 54.10% due to increased Central Garage service charges • Capital Improvements: decreased by$1,645,060 due to the purchase of a new landfill scale entrance and the purchase of a new compactor undertaken in FY 2023 that will not be undertaken in FY 2024. 270 TEXAS.J.;114,4 5116' Special Revenue Funds 271 GRANTS/SPECIAL REVENUE FUNDS GRANTS/SPECIAL REVENUE FUNDS The City budgets for special revenue in multiple funds. The special revenue funds are used to account for the proceeds from specific revenue sources(other than for major capital projects or proprietary funds)that are either legally restricted to be expended for specified purposes or have revenue sources committed for specific purposes. The City has one special revenue fund, which is not legally mandated to be budgeted.The Miscellaneous Special Revenues Fund accounts for various revenues generated in the form of contributions, fees, concessions, rents, and other charges and their related expenditures. This fund also includes revenues derived from various grants for health and housing programs. The revenues in this fund are expended to support the activity generating the revenue or as designated by the contributor. The Fund financial statements may be found in the City's Annual Comprehensive Financial Report, and the fund is audited annually. Allocations in this fund are appropriated throughout the year by action of the City Council. Revenues Fund Grants Other Revenue Expenditures Community Development Community Development Block Grant(CDBG) $ 1,438,808 - $ 1,438,808 Home Investment Partnership(HOME) 461,557 - 461,557 Housing Choice Voucher Program 4,110,448 190,356 4,300,804 Transportation Planning Grant 389,013 - 389,013 State Routine Airport Maintenance 44,120 - 44,120 Health Department Community and Rural Health 156,302 - 156,302 Community Clinical Linkage 142,500 - 142,500 Texas Healthy Communities 85,185 85,185 HIV 147,609 - 147,609 Infectious Disease 87,894 - 87,894 Tuberculosis 42,446 54,711 97,157 Immunization 168,789 150,855 319,644 Women, Infants,and Children (WIC) 1,008,132 - 1,008,132 Emergency Management 140,758 - 140,758 Total Grants/Special Revenue Funds $ 8,423,561 $ 395,922 $ 8,819,483 272 GRANTS/SPECIAL REVENUE FUNDS COMMUNITY DEVELOPMENT The Community Development Block Grant(CDBG) supports community development activities to build stronger and more resilient communities and is a program funded through the United States Department of Housing and Urban Development(HUD). Community Development Block Grant(CDBG) FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Service Charges 5,516 - - 0.00% Intergovernmental Revenue 1,244,016 1,294,544 1,438,808 11.14% Misc.Revenues 5,786 - - 0.00% Total Revenues $ 1,255,318 $ 1,294,544 $ 1,438,808 11.14% Expenditures Personnel Services $ 259,572 $ 272,851 $ 325,167 19.17% Supplies 3,495 4,695 6,165 31.31% Maintenance&Repair 43 65,043 45 -99.93% Utilities/Other Services 694,488 847,545 789,446 -6.85% Other Expenditures 53,852 104,410 80,351 -23.04% Non Cap Improvements - - 237,634 0.00% Capital Improvements - - - 0.00% Total Expenditures $ 1,011,450 $ 1,294,544 $ 1,438,808 11.14% The Home Investment Partnership Program (HOME) provides formula grants that communities use to benefit low-to-moderate income neighborhoods, persons, households, and non-profit agencies in the community and is also funded through HUD. Home Investment Partnership Program(HOME) FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 434,184 480,491 461,557 -3.94% Total Revenues $ 434,184 $ 480,491 $ 461,557 -3.94% Expenditures Personnel Services 15,181 16,190 40,869 152.43% Utilities/Other Services 85,652 464,301 418,534 -9.86% Other Expenditures - - 2,154 0.00% Total Expenditures $ 100,832 $ 480,491 $ 461,557 -3.94% 273 GRANTS/SPECIAL REVENUE FUNDS The Housing Choice Voucher Program (formerly Section 8) is the federal government's major program for assisting low-income families, the elderly, and the disabled to afford decent, safe, and sanitary housing in the private market. Since housing assistance is provided on behalf of the family or individual, participants are able to find their own housing.The City receives federal funds from HUD to administer the voucher program. The budget includes $190,356 in interest earned as interest rates are projected to rise substantially. Housing Choice Voucher Program FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Service Charges 6,488 - - 0.00% Intergovernmental Revenue 4,347,420 4,147,571 4,110,448 -0.90% Misc.Revenues 37,510 130,000 190,356 46.43% Total Revenues $ 4,391,418 $ 4,277,571 $ 4,300,804 0.54% Expenditures Personnel Services 463,479 523,729 495,478 -5.39% Supplies 23,917 32,673 45,750 Maintenance&Repair 86 88 90 Utilities/Other Services 7,429 15,176 13,070 -13.88% Other Expenditures 3,794,036 3,705,905 3,746,415 0.00% Total Expenditures $ 4,288,948 $ 4,277,571 $ 4,300,804 0.54% 274 GRANTS/SPECIAL REVENUE FUNDS TRANSPORTATION The Transportation Planning Grant is funded by the United States Department of Transportation and supports the activities of the Wichita Falls Metropolitan Planning Organization (MPO) which is a federally mandated transportation policy-making organization made up of representatives from the local area.The Wichita Falls MPO includes the City of Wichita Falls, Lakeside City, and Pleasant Valley. MPO staff interacts with federal, state, and local officials in the development and implementation of the Metropolitan Transportation Plan, the Transportation Improvement Program, the Unified Planning Work Program, Travel Demand Modeling, Transit Planning, and the daily operations of the office. Transportation Planning Grant FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 326,746 369,863 389,013 5.18% Misc.Revenues 2,483 - - Total Revenues $ 329,229 $ 369,863 $ 389,013 5.18% Expenditures Personnel Services 191,344 214,823 221,162 2.95% Supplies 6,617 11,374 12,993 14.23% Maintenance&Repair 8,750 7,700 7,700 0.00% Utilities/Other Services 113,677 119,101 124,542 4.57% Other Expenditures 6,681 13,365 18,617 39.29% Capital Improvements - 3,500 4,000 14.29% Total Expenditures $ 327,069 $ 369,863 $ 389,013 5.18% AIRPORT MAINTENANCE The State Routine Airport Maintenance Grant is a matching grant from the Texas Department of Transportation used for maintenance projects at both Kickapoo and Regional Airports. The total grant amount per year is based on maintenance costs. State Routine Airport Maintenance FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 490,353 - 44,120 0.00% Misc.Revenues 9,445 - - 0.00% Total Revenues $ 499,798 $ - $ 44,120 0.00% Expenditures Maintenance&Repair 69,946 - 44,120 0.00% Capital Improvements 453,744 - - 0.00% Total Expenditures $ 523,690 $ - $ 44,120 0.00% 275 GRANTS/SPECIAL REVENUE FUNDS HEALTH DEPARTMENT The Community & Rural Health Grant, also referred to as the Health Promotion Program, is funded by the U.S. Department of Health & Human Services and seeks to provide education to the community on the prevention of certain diseases. Community&Rural Health Grant FY 2022 FY 2023 FY 2024 Revenues and Expenditures by Year Actual Adopted Budget Proposed Budget %Chan:e Revenues Intergovernmental Revenue 142,397 155,037 156,302 0.82% Total Revenues $ 142,397 $ 155,037 $ 156,302 0.82% Expenditures Personnel Services 115,898 138,316 133,779 -3.28% Supplies 7,343 4,154 8,662 108.52% Maintenance&Repair 43 43 43 0.00% Utilities/Other Services 16,167 10,834 9,602 -11.37% Other Expenditures 2,947 1,690 4,216 149.47% Total Expenditures $ 142,398 $ 155,037 $ 156,302 0.82% The Community Clinical Linkage Grant is funded by the Texas Department of State Health Services and provides for the Community and Clinical Health Bridge Program, which focuses on connecting community members to healthcare resources. Community Clinical Linkage Grant FY 2022 FY 2023 FY 2024 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 138,691 147,141 142,500 -3.15% Total Revenues $ 138,691 $ 147,141 $ 142,500 -3.15% Expenditures Personnel Services 95,133 104,636 109,689 4.83% Supplies 15,159 8,143 16,458 102.11% Maintenance&Repair 86 86 86 0.00% Utilities/Other Services 25,798 22,854 10,190 -55.41% Other Expenditures 2,515 11,422 6,077 -46.80% Total Expenditures $ 138,691 $ 147,141 $ 142,500 -3.15% 276 GRANTS/SPECIAL REVENUE FUNDS The Texas Healthy Communities Grant provides funds from the Texas Department of Health and Human Services to assist the Health Department in the promotion of healthy living and the prevention of chronic diseases. Texas Healthy Communities FY 2022 FY 2023 FY 2024 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 85,775 - 85,185 - Total Revenues $ 85,775 $ - $ 85,185 - Expenditures Personnel Services 43,105 - 69,975 - Supplies 2,328 - 9,182 - Utilities/Other Services 38,058 - 4,263 - Other Expenditures 2,284 - 1,765 - Total Expenditures $ 85,775 $ - $ 85,185 The Human Immunodeficiency Virus (HIV) Grant provides funds from the U.S. Department of Health & Human Services to assist the Health Department in the treatment,tracking, and prevention of HIV in the community. HIV Grant FY 2022 FY 2023 FY 2024 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 104,132 143,509 147,609 2.86% Total Revenues $ 104,132 $ 143,509 $ 147,609 2.86% Expenditures Personnel Services 102,304 121,647 121,541 -0.09% Supplies 3,452 3,802 6,262 64.70% Maintenance&Repair - - - 0.00% Utilities/Other Services 6,814 7,328 5,552 -24.24% Other Expenditures 8,791 10,646 14,254 33.89% Total Expenditures $ 121,361 $ 143,423 $ 147,609 2.92% 277 GRANTS/SPECIAL REVENUE FUNDS The Infectious Disease Grant is funded by the Texas Department of State Health Services and allows for the surveillance and epidemiology of infectious disease. Infectious Disease FY 2022 FY 2023 FY 2024 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 83,468 86,256 87,894 1.90% Total Revenues $ 83,468 $ 86,256 $ 87,894 1.90% Expenditures Personnel Services 75,313 63,280 82,130 29.79% Supplies 682 7,073 2,200 -68.90% Utilities/Other Services 1,237 2,842 2,432 -14.43% Other Expenditures 228 13,061 1,132 -91.33% Total Expenditures $ 77,460 $ 86,256 $ 87,894 1.90% The Tuberculosis Grant provides funding from the U.S. Department of Health & Human Services for the Health Department's treatment and tracking of tuberculosis in the community. Tuberculosis Program FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 59,161 70,159 42,446 -39.50% Misc.Revenues - - - 0.00% Transfer In 58,393 41,321 54,711 32.40% Total Revenues $ 117,554 $ 111,480 $ 97,157 -12.85% Expenditures Personnel Services 105,678 105,395 87,887 -16.61% Supplies 1,079 2,555 2,393 -6.34% Maintenance&Repair 43 253 43 -83.00% Utilities/Other Services 964 1,756 2,297 30.81% Other Expenditures 9,810 1,521 4,537 198.29% Total Expenditures $ 117,574 $ 111,480 $ 97,157 -12.85% 278 GRANTS/SPECIAL REVENUE FUNDS The Immunization Grant provides funds from the Texas Department of State Health Services for immunizations and education related to communicable diseases. Immunization Grant FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 208,883 251,845 168,789 -32.98% Misc. Revenues 22,548 - 15,000 0.00% Transfer In 58,957 132,926 135,855 2.20% Total Revenues $ 290,388 $ 384,771 $ 319,644 -16.93% Expenditures Personnel Services 256,219 364,926 293,528 -19.57% Supplies 13,923 8,174 10,476 28.16% Maintenance&Repair 43 43 43 0.00% Utilities/Other Services 3,129 10,167 7,203 -29.15% Other Expenditures 2,519 1,461 3,394 474.54% Total Expenditures $ 275,833 $ 384,771 $ 319,644 -16.93% The Texas Comprehensive Cancer Control Program(TCCP) provides funding from the Texas Department of State Health Services (DSHS) for education about preventative services for colon cancer, including the importance of screening for colon cancer through the distribution of educational material throughout the City.The funding was part of a three-year project term of July 1, 2019 to June 2022. With the ending of funds from DSHS came the end of the program as well as the staff and associated expenditures. Comprehensive Cancer Control Program FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 75,375 - - - Misc.Revenues - - - Transfer In - - - Total Revenues $ 75,375 $ - $ - - Expenditures Personnel Services 46,495 - - - Supplies 598 - - - Maintenance&Repair 43 - - Utilities/Other Services 25,133 - - - Other Expenditures 3,030 - - Total Expenditures $ 75,299 $ - $ - - 279 GRANTS/SPECIAL REVENUE FUNDS The Women, Infants,and Children(WIC)grant,funded by the U.S. Department of Agriculture, provides resources to women, infants, and children in need to provide support and inspiration to eat right, have a healthy pregnancy, breastfeed successfully, and raise healthy kids. Women,Infants,&Children(WIC)Grant FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Change Revenues Intergovernmental Revenue 1,060,429 919,263 1,008,132 9.67% Total Revenues $ 1,060,429 $ 919,263 $ 1,008,132 9.67% Expenditures Personnel Services 764,645 756,622 825,659 9.12% Supplies 53,843 89,349 46,000 -48.52% Maintenance&Repair - 300 1,300 333.33% Utilities/Other Services 64,916 28,821 60,185 108.82% Other Expenditures 73,765 44,171 74,988 69.77% Capital Improvements 103,261 - - 0.00% Total Expenditures $ 1,060,429 $ 919,263 $ 1,008,132 9.67% EMERGENCY MANAGEMENT The Emergency Management Grant provides for emergency management activities in the City. The work this grant accomplishes is housed within the Fire Department, where the Emergency Management Coordinator reports. This grant supplemented the work completed by the Emergency Management group and has been discontinued by TDEM and the grant funding removed from the FY 2024 Adopted Budget. These costs are now covered by a transfer out from the General Fund. Emergency Management Assistance FY 2022 FY 2023 FY 2024 Actual Adopted Budget Adopted Budget %Cha e Revenues Intergovernmental Revenue - - - 0.00% Transfer In 85,149 133,206 140,758 5.67% Total Revenues $ 85,149 $ 133,206 $ 140,758 5.67% Expenditures Personnel Services 92,560 97,141 102,572 5.59% Supplies 6,939 4,500 5,750 27.78% Maintenance&Repair 12,743 18,000 18,000 0.00% Utilities/Other Services 4,641 9,065 7,486 -17.42% Other Expenditures 4,616 4,500 6,950 54.44% Total Expenditures $ 121,499 $ 133,206 $ 140,758 5.67% 280 GRANTS/SPECIAL REVENUE FUNDS PERSONNEL BY JOB TITLE CDBG Grant Management FY2021-22 FY2022-23 FY2023-24 Change PY Assistant City Manager 0.13 0.13 0.13 - CDBG/HOME Program Specialist - - 1.00 1.00 CDBG/HOME Program Supervisor - - 1.00 1.00 Code Enforcement and HousingAdmin 0.10 -Director of Development Services 0.10 0.10 0.10 - HOME/CDBG Program Manager 1.00 1.00 (1.00) Housing Rehab Inspector 0.30 0.30 0.30 Housing Specialist II 0.50 1.00 (1.00) Total 2.13 2.53 2.53 - CDBG Code Enforcement FY2021-22 FY2022-23 FY2023-24 Change PY Code Enforcement Officer - 0.08 0.08 - Code Enforcement Officer I 0.50 - - Code Enforcement Officer II 0.05 - - - Code Enforcement Supervisor - 0.05 0.05 Director of Development Services 0.05 0.05 0.05 - Neighborhood Services Manager - 0.05 0.05 - SeniorAdmin Clerk 0.05 0.05 0.05 - Total 0.65 0.28 0.28 - CDBG Demolition FY2021-22 FY2022-23 FY2023-24 Change PY Code Enforcement Officer I 0.80 0.75 1.55 0.80 Code Enforcement Officer II 0.05 - - Code Enforcement Supervisor - 0.03 0.03 Director of Development Services 0.05 0.05 0.05 - Neighborhood Services Manager 0.05 - 0.05 0.05 SeniorAdmin Clerk 0.10 0.10 0.10 - Total 1.05 0.93 1.78 0.85 *Increase in personnel offset by decrease in General Fund Allocation - CDBG Delivery Costs FY2021-22 FY2022-23 FY2023-24 Change PY CDBG/HOME Program Inspector 0.50 0.50 0.50 - Total 0.50 0.50 0.50 - 281 GRANTS/SPECIAL REVENUE FUNDS Housing Choke Voucher FY2021-22 FY2022-23 FY2023-24 Change PY Director of Development Services 0.10 0.10 0.10 - Housing Admin Specialist 1.00 1.130 1.00 - Housing Generalist 1.00 - - - Housing Inspector 1.00 1.00 1.00 - Housing Specialist I 3.00 3.00 3.00 - Housing Specialist II 1.00 1.00 1.00 - Housing Supervisor - 1.00 1.00 - Neighborhood Services Manager 0.4=5 0.75 0.75 - Total 7.55 7.85 7.85 - HOME Administration FY2021-22 FY2022-23 FY2023-24 Change PY Housing Specialist II 0.50 - - - CDBGf HOr•.IE Program Inspector 0.20 0.20 0.20 - Total 0.70 0.20 0.20 - Tranportation Planning Grant FY2021-22 FY2022-23 FY2023-24 Change PY Transportation Planner 2.00 2.00 2.00 - Tota l 2.00 2.00 2.00 - Community Rural Health FY2021-22 FY2022-23 FY2023-24 Change PY Accreditation Specialist 1.00 1.00 1.00 - Health Educator 0.30 0.30 0.16 (0.14) PH NURSE - RESOURCE - 0.20 0.20 - Public Health Nurse 0.50 - - - Public Health Specialist 0.70 0.70 0.70 - Total 2.50 2.20 2.06 (0.14) *Personnelfrrndrng reallocation to the Genera!Fund Community Clinical Linkage Grant FY2021-22 FY2022-23 FY2023-24 Change PY Health Educator 0.70 0.70 0.84 0.14 Program Coordinator 1.00 1.00 1.00 - Tota l 1.70 1.70 1.84 0.14 282 GRANTS/SPECIAL REVENUE FUNDS HIV Prevention FY2021-22 FY2022-23 FY2023-24 Change PY Public Health Technician - 1.00 1.00 - Certified Medical Assistant - 1.00 1.00 - Total - 2.00 2.00 - TX Healthy Communities FY2021-22 FY2022-23 FY2023-24 Change PY Health Educator 0.30 - - - Program Coordinator 0.30 - 1.00 1.00 Total 0.60 - 1.00 1.00 *Did not receive funding in the previous fiscal year Infectious Disease Grant FY2021-22 FY2022-23 FY2023-24 Change PY Epidemiologst 1.00 0.70 0.70 - Total 1.00 0.70 0.70 - Tuberculosis Grant FY2021-22 FY2022-23 FY2023-24 Change PY Certified Medical Assistant 0.80 - 0.70 0.70 Health Clinic Aide 0.10 0.10 - (0.10) Public Health Nurse 0.80 0.70 0.85 0.15 Lead Public Health Nurse 0.10 0.10 0.13 0.03 Total 1.80 0.90 1.68 0.78 Immunization Grant FY2021-22 FY2022-23 FY2023-24 Change PY Certified Medical Assistant - 0.90 0.68 (0.22) Community Service Aide 0.50 - - - Health Clinic Aide 0.40 - - - Health Educator - 1.00 1.00 Immunization Outreach 2.00 2.00 2.00 - Lead Public Health Nurse 0.20 1.00 0.84 (0.16) Licensed Vocational Nurse 0.60 - - - Public Health Nurse 1.00 0.60 0.60 - Total 4.70 5.50 5.12 (0.38) *Decrease in allocations offset by increases in General Fund personnel allocations 283 GRANTS/SPECIAL REVENUE FUNDS Cancer Control and Prevention FY2021-22 FY2022-23 FY2023-24 Change PY Health Educator 0.70 - - - Program Coordinator 0.70 - - - Tota l 1.40 - - - *Did not receive funding in the current fiscal year Women,Infants,&Children FY2021-22 FY2022-23 FY2023-24 Change PY Client Services Coordinator 1.00 1.00 1.00 - Public Health Dietician 1.00 1.00 1.00 - Public Health Nutritionist 1.00 1.00 1.00 - Public Health Specialist 2.00 2.00 2.00 - WIC Breastfeeding Specialist 1.50 2.00 2.00 - WIC Outreach Specialist 0.50 - - - WIC Peer Coordinator 0.50 - - - WIC Program Administrator 1.00 1.00 1.00 - WIC Specialist 2.00 3.00 3.00 - WIC Specialist Supervisor 1.00 1.00 1.00 - Total 11.50 12.00 12.00 - Emergency Mgmt.Asst.Grant FY2021-22 FY2022-23 FY2023-24 Change PY Emergency Preparedness Coordinator 1.00 1.00 - (1.00) Total 1.00 1.00 - (1.00) *For FY2023/24, the Emergency Preparedness Coordinator is listed under the Fire Department but paid through the Emergency Management Fund Total- Special Revenue Funds 40.78 40.29 41.54 1.25 284 TEXAS1;114,4 5116' Debt Service Fund 285 DEBT SERVICE FUND GENERAL DEBT SERVICE FUND General debt service is used to account for the monies set aside for the payment of principal and interest to holders of the City's general obligation bonds. The sale of general obligation bonds finance long-term capital improvements such as facilities, streets, drainage, and parks. When allowable under federal tax law, state law, and in compliance with City policy, bonds may be refunded to achieve debt service savings on outstanding bonds. The City considers refunding when a cost savings will be recognized and market conditions are favorable. The City works closely with its financial advisor and bond counsel when considering an original issuance or refunding. General Obligation (GO Bonds) All General Obligation Bonds are issued on the full faith and credit of the City and are secured by ad valorem taxes levied against all taxable property. The state requires incorporated cities to submit proposed bond issues to a public referendum and receive voter authorization prior to bond issuance (Article 701).These bonds are serviced by the Debt Service Fund with an apportionment of the ad valorem tax levy. Combination Tax and Revenue (CO Bonds) The Combination Tax and Revenue Bonds are secured by ad valorem taxes levied against all taxable property as well as a pledge of surplus net revenues of the City's combined waterworks and sewer system. OUTSTANDING GENERAL DEBT SERVICE BY ISSUANCE 2013 CO Series Airport: This issuance is partially funded through property and sales tax. This issuance funded phase two and phase three of the Regional Airport Terminal Project. 2015 GO Refunding Series A: This refunding was completed in 2015 and refunded 2006 Series A, a Combination Tax and Revenue CO from 2006 which was used for multiple City projects, including improvements to the police firing range, park improvements, constructing a new fire station and improvements to the City's storm water drainage system.This refunding was completed with Series 2015 B for a total issuance of $12.7 million. This issuance is funded by contributions from the 4B Sales Tax Corporation, Stormwater Fund, Property Taxes, and Excess Sales Tax. 2015 GO Refunding Series B: This refunding was completed in 2015 and refunded 2006 Series B, a Combination Tax and Revenues CO from 2006 which was used for improvements to the City's municipal golf course. This refunding was completed with Series 2015 A for a total issuance of $12.7 million. By completing these refunds, the City saved approximately $650,000. This issuance is funded by contributions from the 4B Sales Tax Corporation. 2018 GO Series A: This issuance is voter approved and is funded with property tax. This issuance funded street repairs and maintenance. 2018 GO Refunding Series B:This refunded the 2009 CO used for improvements at the Firing Range, Park Land Acquisition,Trail Extension,and the Animal Services Center.This issuance is funded through Property Tax,the West Texas Utility Contract, and the 4B Sales Tax Corporation. 286 DEBT SERVICE FUND 2020 GO Series: Voters approved increasing the City's Hotel/Motel Tax by 2% to finance the Venue Projects at the MPEC and the Performance Hall in Memorial Auditorium. These projects will include replacement of roofs, updating of equipment and other maintenance items needed for these facilities. 2021 GO Refunding Series:This issuance refunded the 2011 Series CO Bonds that were issued to complete the Rhea/Callfield/Lawrence Road project in July of 2011. 2021 GO Refunding Taxable Series: This issuance refunded the 2010 CO Series and the 2013 CO Series Airport bonds. The 2010 CO Series was issued to purchase Castaway Cove Water Park in January of 2010 which was funded by contributions from the 4B Sales Tax Corporation. The 2013 CO Series Airport bonds were issued in 2013 for phase two and phase three of the Regional Airport Terminal Project. LEGAL DEBT MARGIN INFORMATION There is no debt limit established by state law.The limit is,therefore,governed by the City's ability to levy and collect taxes to service the outstanding indebtedness. The City's maximum legal tax rate established under its Charter is$2.25 per$100 assessed valuation. Genera Bonded Debt Outstanding by Fiscal Year 70,000,000 c 60,000,000 a c 50,000,000 O 40,000,000 ' tv 0 30,000,000 0 vl 20,000,000 Tia 12 10,000,000 L°y� L�� L°yh 1°y� L°yA L°y$ L°� I ti°~ L�� L°1' L°�'� L°�� L°tip L°, L°� L° CC ��/ L0 �0 L0 L0 • General Obligation Bonds Corn bnation Tax and Revenue Bonds ■ Revenue Bonds Source: City of Wichita Falls Annual Comprehensive Financial Report for the year ended 9/30/2022 287 DEBT SERVICE FUND Debt Service Fund Summary FY 2024 Projected Beginning Balance $ 1,486,350 Less Restricted Balance $ - Available Balance $ 1,486,350 Revenues Taxes $ 2,150,000 Contributions $ 1,900,905 Transfer In $ 1,661,907 Total Revenues 5,712,812 Expenditures Debt Expenditures 2013 CO Series $ 1,361,644 2015 GO Refunding Series A $ 1,165,038 2015 GO Refunding Series B $ 324,936 2018 GO Series A $ 1,216,350 2018 Refunding Series B $ 735,600 2020 GO Series - Venue Tax $ 156,400 2021 GO Series $ 200,400 2021 GO Taxable Series $ 542,444 Paying Agent Fees $ 10,000 Total Expenditures 5,712,812 Ending Balance $ 1,486,350 288 DEBT SERVICE FUND City of Wichita Falls, Texas Debt by Issuance: Current as of 09/30/2022 Financial Audit Range of Final Annual Bonds Interest Maturity Serial Bonds Outstanding Rates Date Payments Author Ized At 9/30/22 f.c-7c,•di Obliu.a°or Ito•ids. fiunura rJuhedlr�ii 1',21urding 2.00%• 9/01/26 5200 000 to $9,650,000 $ 4,180,000 LS rrr a,Sul ie_20n.A 5.006 fiunura rJuhedlr�ii rtcfundrng 0_73%- 9/01/26 $110,000to 2,8$5,00D 1,195,D00 Ltorr a,Sul ie_2U1513 3.48% $310,000 forum O Iu dlrvn Bonds, 2_00%- 9/01/38 $550,000 to 16,345,000 14,010,000 Suri€ 2018A 5.00% $1,155,01X11 Ciunura O Iu dlrvn Refunding 2.00%- 10/01/28 $80,000 to 6,170,000 4,S00,D00 LSLrrua,Sui ic_,201613 4.00% P;'2_r000 C�unurdIO Iuedlrvii r-clurdrng 4.00% 9/01,131 $144,000to 1,675,000 1S2S.000 Bornd%5uries 2021. S=L+_ 000 C�unura �luhedlrvii 1t1_41_,r•dirlg 0.40%- 9/01,/33 ,:.U5.'J'J1 t: 7,595,000 7,150.000 CiLrrua, Idxau u Suric•s 2021 2.0316 lutdl Gi•7‘2"dl 7 Bonds 32,560,000 Cuirbiiia_i.'r I dx a 7d tcvc r.ic•k3wiiJs. rutiu 7 lax dnJ 13uti1nLi2 2.00%- 9/01/33 $530,000to 19,675,000 12,455,000 uilificdkus u^Lfbliga'.or,Serius 2U 3 5.375% $1,31S,01X1 rdtwin Tax and Revenue 2.00%- 9/01/33 $545,000 to 13,000,000 2570,000 ?Lilificdkus r^c i+li�a'aon,Series 4.625% ,:YLk5,000 2013A rutiu 7 lax dnJ I312ti1nLi2 LI. 0%- S,;L 1;'1= .- - .'J;J0lu 33545,000 26,865,000 uilificdkus:_r°ObliE.a=or. Scrius U=S 2.12% .lf_,JuO l utdl t_uirbina=or I dx a 7d ''c•vuiiuL vends 41,890,000 liu'qu 7.ic•Bonds. *dtc & uwur Sksluir Iduvuiiuu 2.00%- 1/21 '.�__:.CL' '+� 14,005,000 38,660,000 It 1u 7di 7� burls,Sufic:201L• 5.00% $9,705,000 VC'LC dx It.uiunuu Lftrus, 4.00% 9/01/50 $45,000 to 2,680,000 2,585,000 2.1i0 $150,000 IuLJI : ,_i_ 1 ii:as 41,245000 ....or All $115,695,000 289 DEBT SERVICE FUND The chart below outlines the source of funding for debt payments for the Adopted FY 2024 Budget. CITY OF WICHITA FALLS Debt Service Schedule by Payment Funding Source FY 2024 GENERAL OBLIGATION BONDS 4A Sales Tax Corporation 140,000 4B Sales Tax Corporation 1,760,905 Stormwater 407,763 Airport Operations 671,579 FFA Entitlement 270,065 West Texas Utility 159,100 Property Tax 2,150,000 Hotel Venue Tax 153,400 GENERAL OBLIGATION BONDS $5,712,812 WATER/SEWER BONDS WATER/SEWER BONDS 12,716,682 TOTAL $18,429,494 290 DEBT SERVICE FUND WATER AND SEWER DEBT SERVICE Water and Sewer Debt Service is used to finance long-term capital improvements. A revenue bond is a legal debt instrument used to finance permanent public projects. The bond is backed by the full faith and credit of the issuing government, and is paid for by revenue collected from service charges. Unlike GO bonds, revenue bonds do not require voter approval. The City Council is authorized to approve the bond and set the user rates to make the annual payments. All of the Water and Sewer Revenue Bonds were issued for purposes of improving the City's water and sewer systems and are serviced by the net revenues of the Water and Sewer Fund. In 2015,Standard &Poor downgraded the City's Water/Sewer Fund credit rating due to the declining fund balance during a record-breaking 5-year drought. The drought caused the city to implement an Indirect Potable Reuse system to provide water for the region. The significant decrease in available fund balance negatively affected the City's rating with the bond market. However, as revenues have increased in recent years; the City's credit rating has increased. As reported by Texas Municipal Reports*, 11/05/2018- Moody's Rating Report: Underlying Rating Upgrade to Al from A3 "Moody's Investors Service has upgraded the City of Wichita Falls, TX Water & Sewer Enterprise's ("System") revenue rating to Al from A3. The upgrade affects approximately $68.5 million of Moody's rated debt, but considers an additional $65.4 million. The outlook is stable. "The upgrade to Al reflects the systems materially improved financial operations and reserves, as a result of the successful implementation of a significant rate increase in 2014 after a recent drought. The five-year drought led to a temporary but substantial reduction in the city's water supply, and ultimately resulted in materially lower water sales, low debt service coverage, and a reduction in liquidity levels. Further, the rating considers the policy changes and system improvements made by the city in order to slow water-loss in the event of additional droughts. Finally,the rating considers the system's above-average debt profile, as well as a stable economic base." Source: Texas Municipal Reports MAC of Texas Water and Sewer Debt Service is funded directly out of the Water/Sewer Fund. The expenditures are budgeted for each year in the Debt Expenditure line item. There are three outstanding debt issuances in this fund. A description of each is listed on the following pages. 291 DEBT SERVICE FUND WATER& SEWER DEBT SERVICE COVERAGE REVENUE BONDS The City strives to maintain proper debt coverage for revenue bonds.The chart below shows the minimum debt service coverage needed and the total excess over the coverage requirement. DEBT SERVICE COVERAGE- REVENUE BONDS SEPTEMBER 30, 2022 water drld Sewer RevcrluiC Bonds. Chdrlge In nut pusltlun{Exhibit A a} $ 13,6E0,42U Add. UcprecwdtIun dnd drnurto2atlun S 8,845,7y2 I ntcrust expLnse and pdynlg agent fees 2.,493,Lb2 Trdf1S{L'rs out 2.,633343 13,y l3,1.91 Sulbtral:k: Vtst Texas Utlllikics water ravenuts 745,4E+1 621111 lussJ on sdltfabar1donrnCntufcdpitdldssLks 2,t1y9 Capital Luntributlons from devtlupeIs 666,819 G,819 Trdf1 {12rS 111 {1,414,379) Net Cdf run s riff dCtcr rninlong debt SL'fvotc coVCIagu S 2G,249,238 PiHurity Subordinate Loth Binds LIL'fl Bonds Net Cdf lungs ruf dCter rnlnlong debt M''f Vlcc coVCIagL S 2G,249,238 Principal and Interest requlrLn1Cnts to Inaku I Ity $ 48,146,25U S NWfnbLr of years rLnldlnulg ku pdy bonds 5 N/A Averdg+t annudl prorlcipal and Interest requirLnlcrik 9,62y,25U N/A Mlnanlunl bond covenant debt SL'fVILC covtrdg+t 1.25 1.10 Minimum debt service LL.pouriage rcqulrernent $ 12,03G,563 S 12,4J36,563 ExLtss over debt service cuvelagc rLqunerncnts S 14,212,676 Source: City of Wichita Falls,Annual Comprehensive Financial Report for the Year Ended 09/30/2022 292 DEBT SERVICE FUND OUTSTANDING WATER/SEWER DEBT SERVICE BY ISSUANCE 2016 Revenue Refunding Bond Series:This is a refunding of a series initially issued in 2001 in the amount of$118,770,000 for improvements to the City's water and sewer system.The issue was refunded once in 2007, and again in 2016, to take advantage of cost savings that could be realized by lower interest rates. This bond is funded by, and secured with, revenues generated in the Water/Sewer Fund. 2013A CO: This issuance allowed the City to create a temporary water reuse system, as lake levels continued to decline during the drought. In total, this issuance was $13 million over a 20-year time line and is funded through revenues in the Water/Sewer Fund. 2015 CO: This issuance was for 30-Year Combination Tax and Revenue Certificates of Obligation for $33,545,000, to finance the cost of engineering and construction associated with the City's Indirect Potable Reuse Project (IPR). The Certificates of Obligation were sold to the Texas Water Development Board as part of their Clean Water State Revolving Loan Program which provides loans to municipalities for wastewater projects at 1.2% lower interest rates than what the City would have received in the private market. The project involved the construction of a pump station and pipeline to convey treated wastewater effluent from the River Road Wastewater Treatment Plant to Lake Arrowhead. Fiscal Series Series Series Year 2016 2013A 2015 Total 2023 10,314,250 945,619 1,436,813 12,696,682 293 DEBT SERVICE FUND ❑TY OF WI CH ITA FALLS Debt Service FY 2022-23 Principal Budgeted Payment 2022- Est.Outstanding Issue Issue Date Final Maturity Date PaymentSource Bonds Authorized Outstanding 23 Rating 10/01/2022 0930.2023 20116OSeries 2011 2021 West Te Tax Property $ 4,365,000 $ - Paid in full dui mg 2020-2021 FY $ - $ - AA Regional Airport:Issued in 2013,for phase two and phase 4A Sales Tax,4B Sales three of the Regional Airport Terminal Project.Total 2013 COSeries Tax,Property Ta x, issuance of$20 million,over 20 years.This issuance is Airport 2013 2033 Airport Ops.,FAA $ 19,875,000 $ 12,036,056 $ 970,000 $ 11,066,056 funded through transfers in from the 48 Sales Tax Entitlement Corporation,the 4A Sales Tax Corporation,PropertyTax, Airport Operations,and FAA Entitlement Funds AA Refunding 2006A,Firing Range,Fire Station,Park Imp.:This refunding was completed in 2015 and refunded a 4B Sales Tax Combination Tazand Revenues COfrom 2006,2006 Series Corporation, A,which was used for multiple City projects,including 201560 Stormwater Fund, improvements to police firing range,park improvements, Refunding Series 2015 2026 property Taxes,and $ 9,650,000 $ 3,972,163 $ 990,000 $ 2,982,163 constructing a new fire station and improvements to the Excess Sales Taz(if City's storm water drainage system.The refunding was completed with Series 2015 B fora total issuance of$12.7 applicable) million.This issuance is funded by contributions for the 48 Sales Tax Corporation,Stormwater Fund,Property AA Taxes,and Excess Sales Tax. Ref raiding 2006B,Weeks Golf Course:Th i s refunding was completed in 2015 and refunded a Combination Tax and 201560 4B Sales Tax Revenues COfrom 2006,2006 Series B,which was used Refunding Series B 2015 2026 Corporation $ 2,885,000 $ 1,148,988 $ 285,000 $ 863,988 for mprovements to the City's municipal golf course.This refunding was completed with Series 2015Afora total issuance of$12.7 million. AA 2018 GO Series 2018 2038 Property Tax $ 16,345,000 $ 13,413,450 $ 640,000 $ 12,773,450 Voter-approved Street Bond:This issuance is funded with propertytax.VoterApproved Street Issuance. AA Refunding 2009 CO,Firing Range(Ph.II),Park Land,Trail Ext. Property Tax$102,900, Arimal Services Bullring:This refunding refunded the 2009 the West Texas Utility CO used for improvements at the Firing Range,Park Land 2018 GO 2018 2028 $157,700,and the 48 $ 6,170,000 $ 4,311,300 $ 565,000 $ 3,746,300 Acquisition,Trail Extention,and the Animal Services Refunding Series B Sales Ta x Corporation Center.This issuance is funded through Prone rty Ta x,the $452,500 West Texas Utility Contract,and the 48 Sale Tax Corporation. AA Refunding 2010 CO,Castaway Cove and 2013A CO:this refunding refunded the 2010 CO used to purchase 2021 60 413 Sales Tax Ca sta wa y Cove W a to rpa rk in Ja n ua ry of 2010.This Refunding Taxable 2021 2033 Corporation, $ 7,595,000 $ 7,595,000 $ 435,000 $ 7,160,000 issuance is funded bythe 48 Sales Taz Corporation.This Series Water/Sewer Revenue refunding also refunded the 2013A CO issued forthe City's Potable Reuse Project,and is funded by Water and AA Sewer Revenue. Refunding 2011 CO Series and the Water and Sewer 2013A CO: 2021 Refunding 2021 2031 46 Sales Tax $ 1,675,000 $ 1,675,000 $ 140,000 $ 1,535,000 This refunding refunded the 2011 CO used for the Series Corporation completion of Rhea/Callfield/Lawrence Road. AA TOTAL GENERAL OBLIGATION BONDS 68,560,000 44,151,957 4,025,000 40,126,957 Excludes paying agent fees WATER/SEWER BONDS Water System Improvement,Lake Kemp water source:This is a refunding of a series initiallyissued in 2001 for $118,770,000 for i mprovements to the City's water and 2016 Revenue sewer system.The issue was refunded once in 2007,and Refunding Bond 2016 2027 Water/Sewer revenue $ 74,005,000 $ 36,359,750 $ 8,410,000 $ 27,949,750 A+ again in 2016,to take advantage of cost savings that Series could be realized by lower i nterest rates.The bond is funded by,and sourced with,revenues generated in the Water/Sewer Fund.This bond was issued in response to the 1995-2000 drought and secured the development and integration of the Lake Kemp water source. Potable Reuse Project:This issuance allowed the City to create a temporary water reuse system,as lake levels 2013A CO 2013 2033 Water/Sewer revenue $ 13,000,000 $ 7,802,312 $ 615,000 $ 7,187,312 A+ continued to decline during the drought.In total,this issuance was$13 million over a 20 year ti me line and is funded through revenues in the Water/Sewer Fund. Indirect Potable Reuse:This issuance was for thi rty ye a r Combination Tazand Revenue Certificates of Obligation 2015 CO 2015 2045 Water/Sewer revenue $ 33,545,000 $ 26,377,816 $ 980,000 $ 25,397,816 A+ for$33,545,000,to finance the cost of engineering and construction associated with the City's Indirect Potable Reuse Project(IPR) TOTAL WATER/SEW ER BONDS: 120,550,000 70,539,878 10,005,000 60,534,878 Excludes paying agent fees and Sun Trust Lease VENUE REVENUE BONDS Voter-approved Venue Tax Bond:This voter approved Venue Tax Bond was issued for capital improvements and 2020 Series 2020 2050 Venue Tax Revenue $ 2,680,000 $ 2,479,600 $ 50,000 $ 2,429,600 A+ maintenance projects for the Oty's Multipurpose Event Bond Center(MPEC)and the Performace Hall in Memorial 294 Auditorium GRAND TOTAL: 191,790,000 117,171,435 14,080,000 103,091,435 TEXAS-1;i1);c4i1;, U55 Hotel/Motel Funds 295 HOTEL/MOTEL FUND HOTEL/MOTEL FUND: The Hotel/Motel Fund contains two divisions, the Convention and Visitor's Bureau (CVB) and the Multi-Purpose Events Center (MPEC). The Convention and Visitor's Bureau works to attract tourists and groups to Wichita Falls and market the City as a destination for various types of travel.A change in accounting policy in 2021 caused these divisions to be transferred to the Hotel/Motel Fund. In October of 2021, the City resumed management of the MPEC facilities after the expiration of a five-year agreement with a third-party management company. During that time, the City has made tremendous improvements to the facilities and will have held over 340 events through the end of this year. The fund's total operating expenditures increased by$7,215. Operating expenditures are budgeted to remain roughly consistent with the previous fiscal year. Savings from a decrease in supplies and maintenance balanced with the 6% increase in personnel services city-wide. The Adopted Budget decreases the operating transfer from the General Fund from $3,189,000 to$500,000, as excess General Fund balance was used in FY 2023 to fund a remodel of the MPEC Exhibit Hall, which will be completed by the end of FY 2023. Hotel/Motel Fund FY 2023 FY 2024 FY 2022 Adopted Adopted Revenues and Expenditures by Year Actual Budget Budget %Change Revenues Taxes $ 2,199,277 $ 2,200,000 $ 2,315,000 5.23% Contributions 35,000 35,000 35,000 0.00% Misc. Revenues 2,124,898 2,003,785 1,906,000 -4.88% Total Operating Revenues $ 4,359,175 $ 4,238,785 $ 4,256,000 0.41% Transfer In - 3,189,000 500,000 -84.32% Other Financing Sources - - - 0.00% Total Revenues $ 4,359,175 $ 7,427,785 $ 4,756,000 -35.97% Expenditures Personnel Services $ 1,847,299 $ 1,658,021 $ 1,743,417 5.15% Supplies 428,968 826,360 532,233 -35.59% Maintenance & Repair 198,725 190,250 154,600 -18.74% Utilities/Other Services 1,264,985 1,453,954 1,407,451 -3.20% Insurance & Contract Supp. 128,826 131,000 168,000 28.24% Debt Expenditures - 261,880 261,880 0.00% Other Expenditures 437,077 392,320° 488,419 24.50% Capital Improvements - 2,514,000 - -100.00% Transfers Out - - - 0.00% Total Expenditures $ 4,305,880 $ 7,427,785 $ 4,756,000 -35.97% 296 HOTEL/MOTEL FUND Revenue by Source E>';6= I Y ti_,res by Use Taxes 49% trtiities/OtherServices 30% Contributions 11% Supplies 11% Misc. Revenues 40% Personnel Services ,`; T.a nsfer i n 115= All other 22% REVENUES Taxes: As economic conditions continue to recover and improve from the COVID-19 pandemic, Hotel/Motel Tax revenues are expected to increase by $105,000 or 4.77%. The Hotel/Motel tax is assessed against the occupants of rented rooms in hotels, motels,and bed and breakfasts. Both the City and the State collect taxes from the rental of these rooms. The State of Texas rate is 6% and the City tax rate is 9%, for a combined hotel/motel tax rate of 15%. 7% of the City's tax rate is accounted for in this fund, and is used to support arts campaigns, fund the Convention and Visitor's Bureau (CVB), and funds personnel, supplies, and utilities at the MPEC to put on events at those facilities. The other 2%of the City's Tax Rate is accounted for in the Venue Tax Fund. A hotel's owner, operator, or manager must collect hotel taxes from their guests and remit these taxes to both the local municipality as well as to the state. Tax revenue from the city hotel occupancy tax may be used to promote tourism, conventions, and the hotel industry. Cities also have the option to use this tax for the encouragement, promotion, and improvement of the arts. During the past fiscal year, the City worked closely with GovOS, a short-term rental vendor, to streamline and digitize the collection of Short-Term Rental taxes, as required by City Ordinance. This work has resulted in the collection of over$30,000 in additional taxes year to date. It is anticipated that this collection will increase in time, as more short-term rentals, hotels,and other required venues come into compliance with the payment of this tax. Miscellaneous Revenues: This account reflects revenues projected to be generated from the MPEC under City management, and is expected to decrease $97,785 or 4.88% due to a decrease in expected revenue from events hosted in Memorial Auditorium for FY2024 due to ongoing improvements. Transfer In:This category decreased by$2,689,000 due to excess General Fund revenue being recommended for one-time expenditures in the previous fiscal year to update facilities at the MPEC. 297 HOTEL/MOTEL FUND EXPENDITURES Personnel Services: Personnel Services account for 37%of expenditures in the Hotel/Motel Fund. This account increased by$85,396 or 5.15%due to Merit/Step and COLA increases and labor costs to support additional event operations. Supplies: This account contains supplies required to maintain daily operations at the MPEC, and reflects a decrease of$294,127 or 35.59%due to improved estimates of food and beverage purchases for event concessions and adjustments due to improvements in inventory management. Maintenance & Repair: This account decreased by $35,650 or 18.74% largely due to a decrease in needed maintenance at the MPEC due to recent renovations Utilities/Other Services: This account has decreased by $46,503, or 3.20%. Contracting services are no longer needed. The savings are offset by cost increases for energy and utilities. Insurance & Contract Supplies: This account increased by$37,000 or 28.24% due to the expected increase in costs of insuring the MPEC. Debt Expenditures: This account totals $261,880 and funds MPEC's portion of the Energy Conservation Equipment Lease payment which ends in August of 2024. Other Expenditures: This account totals$488,419 primarily due to increased administrative overhead costs. Capital Expenditures: Capital Improvements decreased by $2,514,000, or 100%, due to use of one-time funds allocated in the previous budget year for capital improvements at the MPEC venues. 298 HOTEL/MOTEL FUND Below, the Hotel / Motel Fund budget is divided into the respective organizations, the Convention and Visitor's Bureau, and MPEC Operations. Convention and Visitor's Bureau FY 2023 FY 2024 FY 2022 Adopted Proposed Revenues and Expenditures by Year Actual Budget Budget %Change Expenditures Personnel Services $ 267,310 $ 244,414 $ 269,535 10.28% Supplies 37,445 45,712 41,733 -8.70% Maintenance & Repair 404 750 600 -20.00% Utilities/Other Services 195,055 285,507 264,516 -7.35% Insurance & Contract Supp. - 1,000 LOGO 0.00% Other Expenditures 35,719 49,244 38,410 -22.00% Total Expenditures $ 535,933 $ 626,627 $ 615,794 -1.73% MPEC Operations FY 2023 FY 2024 FY 2022 Adopted Proposed Revenues and Expenditures by Year Actual Budget Budget %Change Expenditures Personnel Services $ 1,579,989 $ 1,413,607 $ 1,473,882 4.26% Supplies 391,523 780,648 490,500 -37.17% Maintenance & Repair 198,321 189,500 154,000 -18.73% Utilities/Other Services 1,069,930 1,168,447 1,142,935 -2.18% Insurance & Contract Supp. 128,826 130,000 167,000 28.46% Debt Expenditures - 261,880 261,880 0.00% Other Expenditures 401,358 343,076 450,009 31.17% Capital Improvements - 2,514,000 - -100.00% Total Expenditures $ 3,769,947 $ 6,801,158 $ 4,140,206 -39.12% 299 HOTEL/MOTEL FUND PERSONNEL BY JOB TITLE Convention &Visitor's Bureau FY2021-22 FY2022-23 FY2023-24 Change PY Communications and Marketing Dir 0.33 0.33 0.35 0.02 Market&Design Peep 0.50 - - - Marketing Coordinator - 0.50 0.50 - Marketing/Design Manager 0.50 0.50 0.50 - Sales and Service Coordinator 0.50 0.50 - (0.50) Sales Coordinator 0.50 0.50 - Senior Sales Coordinator - 0.50 0.50 Visitor and Office Assistant - 1.00 1.00 - Total 1.83 3.33 3.35 0.02 MPEC Management FY2021-22 FY2022-23 FY2023-24 Change PY Ag Center Manager 1.00 1.00 1.00 - Box Office Manager 1.00 1.00 1.00 - Chef 1.00 - - - Communications and Marketing Dir 0.33 0.33 0.35 0.02 Concessions Supervisor - 1.00 1.00 - Department Administrative Assistant 1.00 1.00 1.00 - Event Coordinator 1.00 1.00 1.00 - Event Manager 1.00 1.00 1.00 - Event Operations Manager 1.00 1.00 1.00 - Facility Maintenance Manager 1.00 1.00 1.00 - Food and Beverage Manager 1.00 1.00 1.00 - Food and Beverage Supervisor 1.00 1.00 1.00 - Marketing Coordinator 0.50 0.50 0.50 - Marketing/Design Manager - - 0.,50 0.50 MPEC Lead Operations Staff - 1.00 1.00 - MPEC Operations Staff 1.00 1.00 3.00 2.00 Sales Coordinator 0.50 0.50 0.50 - Sales Manager 0.50 0.50 - 0.50) Senior Sales Coordinator - - 0.50 0.50 Sponsorship Sales Coordinator 1.00 1.00 1.00 - Total 13.83 14.83 17.35 2.52 *Added on additional Operations Staff for the Agricultural Center 300 HOTEL/MOTEL VENUE TAX FUND OVERVIEW HOTEL/MOTEL VENUE TAX FUND: The Hotel Occupancy Tax (HOT) is assessed upon the occupants of rented rooms in hotels, motels, and bed and breakfasts. Both the City of Wichita Falls and the State of Texas collect taxes from the rental of these rooms. The State of Texas assesses a 6% rate, and the City assesses a rate of 9%, for a combined rate of 15%. The City's 9% rate includes a 2%tax increase that was approved by the citizens of Wichita Falls in November 2019. A hotel's owner, operator, or manager must collect hotel taxes from their guests and remit these taxes to both the City and the State. Tax revenue from the city hotel occupancy tax may be used to promote tourism and the convention and hotel industry. Cities may also use the tax for the encouragement, promotion, and improvement of the arts. The City of Wichita Falls uses 7%of the HOT for the promotion of tourism and operation of the Multi- Purpose Events Center (MPEC) and Memorial Auditorium, while the additional voter-approved 2% is used for capital improvements(large renovation and/or construction projects with a cost in excess of$25,000)at the MPEC and Memorial Auditorium. The Hotel/Motel Venue Tax fund tracks the 2% designated towards the improvement and maintenance of the City's venues.The other 7%of the city-collected HOT is tracked in the Hotel/Motel Fund. Hotel/Motel Venue Tax Fund FY 2023 FY 2024 FY 2022 Adopted Adopted Actual Budget Budget %Change Revenues Taxes $ 624,886 $ 600,000 $ 600,000 0.00% Total Revenues $ 624,886 $ 600,000 $ 600,000 0.00% Expenditures Utilities/Other Services 3,000 - - Debt Expenditures 155,400 -Capita] Improvements - 446,600 60.0,000 34.35% Transfers Out - 153,400 - Total Expenditures $ 158,400 600,000 600,000 0.00% 301 Multi-Purpose Event Center MISSION The Multipurpose Events Center(MPEC)is responsible for operating and maintaining excellent event venues while providing guests with an exceptional experience and first-rate customer service. We will enhance the quality of life for residents by providing diverse entertainment and as a local venue where events, meetings, tradeshows and conventions can be held. The MPEC facilities consist of J.S. Bridwell Agricultural Center, Ray Clymer Exhibit Hall, Kay Yeager Coliseum, and Memorial Auditorium. SERVICES PROVIDED • Operate and maintain four event venues (including, but not limited to, event management, food and beverage and ticketing). • Research and recruit entertainment and events to Wichita Falls. • Promote and market the facilities for the purposes of hosting events in them. FY2023 ACCOMPLISHMENTS • Completed a renovation of the Exhibit Hall • Facility repairs and updates • Hosted more events than last year • Revenues are higher than anticipated budgeted amount CONTACT INFORMATION Lindsay Lewis Director of Communication and Marketing 940-716-5553 lindsay.lewis@wichitafallstx.gov 302 Multi-Purpose Event Center GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC PLAN FY2023 FY2024 DEPARTMENT PLAN PERFORMANCE MEASURE GOAL GOAL STRATEGY ESTIMATE TARGET Continue to 1.Accelerate attract new 1.3 Aggressively Comparison of Economic 100% 100% events and Growth Market the City events/concerts held by year concerts Lower the 3.6 Grow HOT General Fund 3. Redevelop Revenues to Comparison of GF subsidy by 100% 100% operating Downtown year Support the MPEC subsidy FY2024 HIGHLIGHTS • Personnel Services: increased by$60,275, or 4.26% due to COLA and Merit increases. • Supplies: decreased by$290,148, or 37.17%due to decreases in minor furniture purchases, decreased purchases of food, beverages, alcohol, and other supplies used for concessions, offset by increases in janitorial supplies, and system software. • Maintenance and Repair: decreased by$35,500, or 18.73% due to decreased maintenance needed by the MPEC due to recently completed renovations. • Insurance/Contract Expense: increased by$37,000, or 28.46%due to increased cost of required event insurance. • Other Expenditures: increased by$96,933, or 28.25%due to an increase in administrative overhead charges as a result of funding for the MPEC Comptroller position transferred out to the General Fund. 303 Multi-Purpose Event Center J.S. BRIDWELL AGRICULTURAL CENTER The J.S. Bridwell Agricultural Center, located on the North banks of the Wichita River, was the first phase of the Multi-Purpose Events Center project completed in 1995. Named in honor of Wichita Falls rancher and businessman Joseph S. Bridwell (1885-1966),the J.S. Bridwell Agricultural Center hosts everything from dog shows and rodeos to fundraiser galas. The venue includes a 50,000 square foot Stall Barn and 120' X 270' indoor Arena with seating for 1,200 people. In 2011, the Wichita Extension Horse Committee built and donated a 70' X 150' covered warm-up arena to the City of Wichita Falls. 1 '1..1I1-wow A' rir r I y 344 , 2 � I .spy, 11 V 11 YY�'L s p '.'$ 't'�n.yk '4y err;�" .p• - ` � � ?. '`. : ,. a �� _ �+ star,.•. 7ZrY i}H,VY H1 i{ ••. t �i4 Y`� 12 ss£�{{j�(z}`"irSl,,, iww,vtn �, !uY(I( �1 ( j `Id {I MlU}t<, wimun Allir i Ili IdiI„161 I(I' '^ .. ,, _ � VJlal�plh�n = � l' , ENTER �. . O.o ELC ^Gtr[1 in iIoil_ 1 . � 1iL�NIIRFLLA6RICRLTRRAL C r.� � �� -- — � c N-1ti � � �I . t� '� I il SDK. � Ig1 1 � ) IIIFIEF �II ill l t �!®r 7� 1 III -s " I - .�'a,► � __ - r „ . . ��i - 4?l1 1 _____InilllillEM /61117=M ,A -rr Iv. ;„e d .M.... ,.44'" iketi as'.+, .y,Ry4,,.'.�---" y 304 Multi-Purpose Event Center RAY CLYMER EXHIBIT HALL The second phase of the Multi-Purpose Events Center project was the Ray Clymer Exhibit Hall completed in 1996. This 58,000 square foot meeting space is located on the south side of the Wichita River and connects to the J.S. Bridwell Agricultural Center by a pedestrian bridge. The two main Exhibit Halls offer a great venue for trade shows, conventions or large banquets. In addition, the building features 10 breakout rooms that can host meetings, seminars and receptions, as well as a 216 seat seminar room. ..-- - ..". , , i, , r ,,, ........., _ ........_,. ..i.i.,. ,. ......,,,_, . .,„,. ,_=......„ .,- ..... . 1 , I J�����n�,l `` r' d 13 g_ J. 1,1, 3 'i� �I1IIlri��d �I � Ui11l�l e ^ w I� '7i �" g 4 1�—I 4T l " -,_i � '� � ICI • x II ,, ,'vI r -� �` - -- `7 ammo'III _ .Y98 I . I III 1 b i -�_ 305 Multi-Purpose Event Center KAY YEAGER COLISEUM The final phase and the cornerstone of the events complex,the Kay Yeager Coliseum began construction in 2001, with a completion in January, 2003. With a seating capacity of 6,500, the versatility of the Kay Yeager Coliseum offers a facility that can host a variety of events such as concerts, hockey, basketball, indoor tennis, soccer and other sporting events. The Kay Yeager Coliseum is also used for rodeos, horse and agricultural events, wrestling, tractor pulls and motorcycle events. With a center stage arrangement, lectures, small concerts or theater-in-the- round can be held. i --._ I.u II I. II 1 iiuiaio, I KAY YEAGER COLISEUM rip,�„ g.„,,,-.ter. " �,lpr7 — yin t ®��® 011 r 77 _ ,, '�' e ^ CIF. .,-,. :.: ! �- ram ,3.. '!�5 : ,,.....__--..- -.'„-FS:::-r___:7, - --.4... -,4`;---, --•_'___ ,--=,-- ,:f...,t„,_..,,',_. _ -_:.•411411----01.0--__,---::::174•- .,„ -, ".17 -- ,- ,, _ ' ,itt_. 1,"-, x,ii., , L',' li_ ' ' ,„".- — _ — _ ';: r � � ems. ''Ail INEMIENNEIMMEM IQ a - -._� 'r , .,,'?t .1 • 306 Multi-Purpose Event Center MEMORIAL AUDITORIUM Memorial Auditorium is a beautiful historical proscenium theater constructed in 1927 and is a duplication of the State Fair Music Hall in Dallas. The last area Indian battle took place only ten years before construction on the bluff where Memorial Auditorium now stands. Early entertainers Will Rogers, Elvis Presley, Gene Autry and Bob Hope have graced the stage at Memorial Auditorium. Today, Memorial Auditorium is home to the Wichita Falls Symphony Orchestra, Wichita Falls Ballet Theatre and plays host to comedy shows like Ron White and Jerry Seinfeld,touring Broadway productions, and musicians. Memorial Auditorium seats 2,700 people.The stage area is 59' 8" X 41' 6" and includes 12 air-conditioned dressing rooms and concessions. 1, 9 -" a r 1 I �i .-... - aw,- - III PP 1 ...' [ f.[C FF 1 , . I 1.r t F1 . . I I . , rYMMN `ram 'Y' "7, —'r ^i#" y ' j � 'A`i At lop r, g m 4 0.1 6°4- Az i 711 -'' 1111.11 ° ' ' ' - , C 1 ' ,7 tapir. j - Y 1 wd t aJ k Ilal, . 1 1 1 I1 I 1 1 �1 gi JS J. I ..-:,. - Ifr � 1 I'd A r' it I It/tr-_ f 307 CONVENTION AND VISITORS BUREAU MISSION The Convention and Visitors Bureau (CVB) is responsible for marketing an image of Wichita Falls that positions us as a destination for conventions, meetings, events,and visitors.The CVB's funding is derived solely from the Hotel Occupancy Tax(HOT). The HOT tax is charged to a person who, under a lease, concession, permit, right of access, license, contract, or agreement, pays for the use or possession or for the right to use or possession of a room that is in a hotel, costs $2 or more each, and is ordinarily used for sleeping (Tax Code § 351.002). Per the Texas Comptroller of Public Accounts, HOT revenue can only be used for expenditures that directly enhance and promote tourism and the convention and hotel industry. SERVICES PROVIDED • Market Wichita Falls as a destination for travel • Research, bid, book and service conventions and events • Support local attractions through promotion to attract visitors FY2023 ACCOMPLISHMENTS • The City of Wichita Falls continued to see growth in total direct travel spending by visitors • The Convention and Visitors Bureau successfully hosted several conventions, thus resulting in additional hotel/motel tax revenues CONTACT INFORMATION Lindsay Lewis Director 940-716-5553 lindsay.lewis@wichitafallstx.gov 308 CONVENTION AND VISITORS BUREAU GOALS & PERFORMANCE MEASURES FY2022 STRATEGIC STRATEGIC PLAN PERFORMANCE FY2023 FY20224 DEPARTMENT PLAN STRATEGY MEASURE ESTIMATE TARGET GOAL GOAL Track website traffic Advertise and by geographical 1.Accelerate market Wichita 1.3 Aggressively location; number of Economic 100% 100% Falls as a Growth Market the City inquiries and leads destination submitted through the advertising Research, identify and 3.6 Grow HOT 3. Redevelop Comparison of HOT 0 bid/recruit Revenues to 100% 100/ events to be Downtown Support the MPEC revenues by year held in WF FY2024 HIGHLIGHTS • Personnel Services: increased by$25,121, or 10.28% due to COLA and Merit increases and increases in Stability Pay and Retirement contributions. • Utilities/Other Services: decreased by$20,991, or 7.35% due to a decrease in costs associated with hosting conventions and other committed events. 309 DUPLICATING SERVICES FUND OVERVIEW Duplicating Services Fund: The Duplicating Services Fund is an Internal Service Fund. It is used to account for duplicating services as well as mail services for the City. Employees who process and distribute mail are paid from this fund. Duplicating Services Fund 2022-23 2023-24 2021-22 Adopted Adopted Actual Budget Budget % Change Internal Service Charges $118,066 $118,183 $120,000 2% Expenditures Personnel Services $ 23,243 $ 24,048 $ 27,770 15% Supplies 1,040 3,.500 - -100% Maintenance &Repair 232 - - 0% Utilities/Other Services 747 400 - -100% Insurance&Contract Supp. - - - 0% Other Expenditures 70,086 90,235 92,230 2% Total Expenditures $ 95,348 $118,183 $120,000 2% PERSONNEL BY JOB TITLE Duplicating Services FY 2021-22 FY2022-23 FY2023-24 Change ICY Accounting'Payroll Analyst 0.2 0.2 0.2 0 Administrative Secretary 0.2 0.2 0.2 0 Total 0.4 0.4 0.4 0 310 TEXAS.J.;114,4 5116' Other Proprietary Funds 311 REGIONAL AIRPORT FUND REGIONAL AIRPORT FUND The Regional Airport Fund is an Enterprise Fund, which is supported by user fees and federal grants. For FY 2024, this fund does not require a subsidy from the General Fund. The City's Regional Airport Fund Adopted FY 2024 Budget is $1,997,078 which is $82,524 or 4.31%, higher than the FY 2023 Budget due to increased transfers out to pay the debt service on the 2013 Airport bond. FY 2022 FY 2023 FY 2024 Adopted Adopted Percent Actual Regional Airport Budget Budget Change Revenues Service Charges 317,969 271,120 262,820 -3.06% Transfer In 450,093 25,000 25,000 0.00% Misc, Revenues 1,614,280 1,618,434 1,709,378 5.62% Total Revenues $ 2,382,342 $ 1,914,554 $ 1,997,198 4.32% Expenditures Personnel Services $ 385,850 $ 510,747 462,687 -9.41% Supplies 443,738 524,176 528,005 0.73% Maintenance & Repair 118,092 127,706 116,197 -9.01% Utilities/Other Services 201,338 223,836 253,798 13.39% Insurance& Contract Su pp. 114,079 22,130 35,817 61.85% Other Expenditures 189,345 292,427 274,100 -6.27% Capital Improvements 108,714 - - - Transfers Out 9,845 213,532 326,594 52.95% Total Expenditures $ 1,571,001 $ 1,914,554 $ 1,997,198 4.32% Revenues by Source Expenditures by Use Personnel Services 23.17% Transfer In I 1.25% Supplies 26.44% Misc Revenues 85.59% Utilities 12.71% Transfers Out 16.35% Service Charges - 13.16% All Others 7.61% 312 REGIONAL AIRPORT FUND REVENUES This budget is projecting revenues to increase by$82,644 or 4.32%from the previous year. Revenues are expected to increase largely due to increased fuel and oil sales and airport concessions. While operating revenue increased by 7.16%, overall revenue increases are more modest due to the transfer in in the previous fiscal year not being needed this year and lower projected service charge revenue. EXPENDITURES Personnel Services:The Adopted Budget has a decrease of$48,060 or 9.41%from the FY 2023 Adopted Budget. This decrease is due to the elimination of a position at the airport. Supplies: Supplies in the Regional Airport Fund include a $3,829 or a 0.73% increase from the prior year. This increase is reflective of increased fuel costs needed to run the FBO. Maintenance & Repair: Maintenance & Repair costs have decreased by $11,509 or 9.01%. This is due to decreased need for repairs and typical maintenance due to previous improvements. Utilities/Other Services: This account line has increased by $29,962 or 13.39%. Most of this increase is due to increases in electricity and other utility costs to run the airport. Transfers Out: This account reflects funds transferred out for debt service. The FY 2022 budget included a debt service payment that will be made with FAA ARPA funds.The FY 2024 budget has an increased amount of payment due in order to remain on repayment schedule, causing transfers out to increase by$113,062, or 52.95%. Fixed Base Operations (FBO): In April 2020, the City was notified that the existing fixed base operator would not continue services at the end of their contract in September 2020. The City then decided to assume fixed base operations under their own management. FBO at the Regional Airport is similar to the current operations already in effect at the Kickapoo Airport. FBO at the Regional Airport provides refueling, parking, and rental services to commercial aircraft. PERSONNEL BY JOB TITLE Regional Airport FY2021-22 FY2022-23 FY2023-24 Change PY Administrative Clerk 1.50 1.50 1.40 (0.10) Airport Lineman Temp - - 0.10 0.10 Airport Operations S 1.00 1.00 1.00 - AirportAdministrator 0.60 0.60 0.60 Total 3.10 3.10 3.10 - FBO Regional Airport Administrative Clerk 2.00 1.00 1.00 - Administrative Clerk-Temp - 1.00 1.00 - Airport Lineman 3.00 4.00 3.00 (1.00) Lead Airport Lineman 1.00 1.00 1.00 - Total 6.00 7.00 6.00 (1.00) *Additional Airport Lineman no longer needed due to decreased use of FBO services 313 KICKAPOO AIRPORT FUND KICKAPOO AIRPORT FUND The Kickapoo Airport Fund is an Enterprise Fund which is self-supported by user fees.The adopted budget for the Kickapoo Airport totals$1,178,195.This is an increase of$22,097 or 1.91%from the previous year. FY 2022 FY 2023 FY 2024 Percent Kickapoo Airport Actual Adopted Adopted Change Revenues Service Charges 108 120 120 0.00% Misc, Revenues 1,127,891 1,130,978 1,178,075 4.16% Transfer In 453,744 25,000 - -100.00% Total Revenues $ 1,581,743 $ 1,156,098 $ 1,178,195 1.91% Expenditures Personnel Services $ 274,974 $ 279,280 $ 358,464 28.35% Supplies 734,853 580,806 580,593 -0.04% Maintenance & Repair 17,603 21,470 21,765 1.37% Utilities/Other Services 78,355 111,348 80,022 -28.13% Insurance & Contract Su pp. 37,570 11,938 21,000 75.91% Other Expenditures 53,134 151,256 66,351 -56.13% Transfers Out 23,878 - 50,000 0.00% Total Expenditures $ 1,220,366 $ 1,156,098 $ 1,178,195 1.91% Revenues by Source Expenditures by Use Personnel Services 30.42% Service Charges 0.01% Supplies II. 49.28% Misc.Revenu All 99.99% Al I Other 13.51% Transfer In 0.00% Utili ties/Other Services - 6.79% 314 KICKAPOO AIRPORT FUND REVENUES This budget is projecting revenues to be $22,097 or 1.91% higher than the previous year's adopted budget. The slight increase in revenue is attributed mostly to a projected increase in Fuel and Oil sales and a decrease in operating grants. Miscellaneous Revenues: Operating revenue generated from various activities such as Fuel Sales, Hangar Rentals, and Ground Lease Rent are anticipated to increase by$47,097 or 4.16%compared to the previous fiscal year. EXPENDITURES Personnel Services: Personnel Services account for 30% of all expenditures in the Kickapoo Airport Fund. The Adopted Budget has a $79,184 or 28.35% increase from the FY 2023 Adopted Budget due to salary increases and the addition of a part time clerk position. Supplies: Supplies in the Kickapoo Airport Fund total $580,593 which is a decrease of$213 or 0.04% from the prior year. The cost of supplies will remain mostly unchanged from the previous fiscal year. Utilities/Other Services: This category has decreased by $31,326 or -28.13%. This decrease is mostly due to decreases in telephone and bank services. Insurance/Contracts: This category increased by $9,062 or 75.91% due to the expected increase in insurance coverage cost. Other Expenditures: This category decreased $84,905 or 56.13% due to a decrease in matching contributions for bond repayment with grants. The City's policy Debt Service may be found in the Debt Service section of this document, and the City's current grants may be found in the Special Revenue section of this document. Transfers Out: Transfers Out total $50,000, which is due to the City's required matching portion of the Airport Grant also funded by the Federal Aviation Administration (FAA) to fund phase 2 of the Airport Project. More information about the City's Debt Payments can be found in the Debt Service section of this document. PERSONNEL BY JOB TITLE Kickapoo Airport FY2021-22 FY2022-23 FY2023-24 Administrative Clerk -Temp - - 0.50 0.50 Airport Lineman 2.00 2.00 2.00 - Airport Operations Supervisor 1.00 1.00 1.00 - Airports Administrator 0.40 0.40 0.40 - Lead Airport Lineman 1.00 1.00 1.00 - Total F 4.40 4.40 4.90 0.50 315 FLEET MAINTENANCE FUND FLEET MAINTENANCE FUND The Fleet Maintenance Fund is an Internal Service Fund and is responsible for the maintenance and replacement of the City's fleet of vehicles and equipment.The Adopted Budget for the Fleet Maintenance Fund is$14,526,356 and includes an increase of $1,365,651 or 10.38% from the FY 2023 budget. The budget increase is due to the initial debt payments on the Fire Department's new fire apparatus and updated compensation for Fleet Department employees. Fleet Maintenance Fund 2022-23 2023-24 2021-22 Adopted Adopted Revenues and Expenditures by Year Actual Budget Budget % Change Revenues Service Charges 10,891,479 12,662,394 14,357,356 13.39 Misc. Revenues 122,275 158,311 169,000 6.75% Other Financing Sources 1,500,000 - - 0.00% Transfer In 2,453,748 340,000 - -100.00% Total Revenues $ 14,967,502 $ 13,160,705 $ 14,526,356 10.38% Expenditures Personnel Services $ 2,212,695 $ 2,309,494 $ 2,458,080 6.43% Supplies 4,072,692 5,279,066 4,734,424 -10.32 Maintenance &Repair 2,283,737 2,047,591 2,723,859 33.03% Utilities/Other Services 123,925 79,324 155,323 95.81 Insurance &Contract Supp. 73,566 159,264 13,800 -91.34% Debt Expenditures 18,259 474,8.15 1,015,041 113.78% Other Expenditures 208,263 271,733 291,O66 7.11% Capital Improvements 2,577,6.54 2,227,418 2,822,763 26.73% Transfers Out 312,000 312,000 312,00.0 0.00% Total Expenditures $ 11,882,791 $ 13,150,705 $ 14,526,356 10.38% Revenue by Source Expenditures by Use Personnel Services 16.92% Service Charges 98.84% Supplies . 32.59% Misc.Revenues 11.16% Maintenance and Repair 18.75% Capital Improvements 19.43% All Other 1231% 316 FLEET MAINTENANCE FUND REVENUES Service Charges: Revenue for the Fleet Maintenance Fund is derived from charges to City departments to keep the City's vast fleet of vehicles and equipment operational. The $1,694,962 or 13.39% increase is due to the cost to rebuild a compactor in Sanitation and the costs of the new fire apparatus. Transfer In: The FY 2023 budget included a transfer in of$340,000 from the General Fund for the purchase of a tactical vehicle for the Police Department. EXPENDITURES Personnel Services: Personnel Services account for 16.92%of all expenditures in the Fleet Maintenance Fund.The Adopted Budget increased $148,586 or 6.43% increase from the FY 2023 Adopted Budget due to merit and cost of living adjustment (COLA) increases as well as decreasing personnel needs. Supplies: Supplies in the Fleet Maintenance Fund total $4,734,424 which is a $544,642 or 10.32% decrease from the prior year budget as fuel prices reduced some from peak levels in 2022. Utilities/Other Services: The Adopted Budget for utilities/other services is $155,323 which is $75,999 or 95.81% more than the FY 2023 budget mostly due to increased rates for electricity. Also, the Fleet department is now responsible for a larger portion of the energy costs at the Fleet Services center as transit operations moved to a new facility. Insurance/Contracts: Insurance & Contract expenses decreased by $145,464 due to reduced worker's compensation costs. Debt Expenditures: This category accounts for debt service of $1,015,041 for a capital lease payment for fire equipment. Detailed information about debt issued by the City of Wichita Falls, can be found in the debt section of this document, and is available online in the City's Audited Annual Comprehensive Financial Report. Other Expenditures: This account increased $19,333, or 7.11%, from the previous year due to an increase in administrative overhead costs charged for services provided by other funds such as the General Fund. Capital Improvements: Capital Improvement expenditures are estimated at $2,822,763 and include vehicle and equipment replacement for Animal Services, Building Inspection, Code Enforcement, Fire, Fleet, Parks, Police, Recreation, Street, and Water. 317 FLEET MAINTENANCE FUND PERSONNEL BY JOB TITLE Fleet Maintenance FY2D21-22 FY2D22-23 FY2D23-24 Change PY Administrative Secretary 1.00 1.00 1.00 - Auto Services Coordinator LOG 1.00 1.00 - Automotive Mechanic 16.00 16.00 16.00 - Automotive Service W 6.00 6.00 6.00 - Centrai Service Supervisor 1.00 1.00 1.00 - Dir of Aviation,Traffic&Transp 0.85 0.85 0.35 - Fire Equip Mechanic 2.00 2.00 2.00 - Landfill Mechanic 1.00 1.00 1.00 - Lead Auto Service Worker 1.00 1.00 1.00 - Senior Admin Clerk 1.00 1.00 1.00 - Store Clerk 2.00 2.00 2.00 - Warehouse Supervisor 1.00 1.00 1.00 - Welder 2.00 2.00 2.00 - Total 35.85 35.85 35.85 - 318 INFORMATION TECHNOLOGY FUND INFORMATION TECHNOLOGY FUND The Information Technology Fund is an Internal Service Fund and is responsible for the maintenance and replacement of the City's computers and ancillary devices, network infrastructure, and communications equipment. The budget for the Information Technology Fund is $5,338,447. This is a decrease of $192,628 or 3.48%from the previous year. The Adopted FY 2024 Budget includes a transfer in from excess fund balance from previous years to fund capital improvements and maintenance needs. Information Technology Fund 2021-22 2022-23 2023-24 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget %Change Revenues Service Charges 3,512,457 4,114,825 4,114,825 0.00% Other Financing Sources 1,416,250 1,223,E22 -13.60 Total Revenues 3,512,457 5,531,075 5,338,447 -3.48% Expenditures Personnel Services 1,298,874 1,454,60E 1,513,029 4.02% Supplies 158,004 209,002 264,907 26.75% Maintenance &Repair 1,044,281 1,547,121 1,824,979 17.96% Utilities/Other Services 185,391 323,343 324,979 0.51% Other Expenditures 6,951 24,849 25,399 2.21% Capital Improvements 303,617 1,972,154 1,385,154 -29.76% Total Expenditures 2,997,119 5,531,075 5,338,447 -3.48% Revenues by Source Expenditures by Use Service Charges 77.08% 28.34% Personnel Services 4.96% , Supplies Other Financing Sources 22.92% 34.19% Maintenance&Repair 5.09% Utilities/Other Services 25.95% Capital Improvements 0.47% All Other 319 INFORMATION TECHNOLOGY FUND REVENUES Service Charges: Revenue collected from Service Charges will remain level at $4,114,825 for the FY 2024 Adopted Budget. Other Financing Sources: This represents a use of $1,223,622 in fund balance from prior years to fund Radio Upgrades for Public Safety. EXPENDITURES Personnel Services: Personnel Services accounts for 28.34% of all expenditures in the Information Technology Fund.The Adopted Budget increased$58,423 or 4.02%,from the FY 2023 Adopted Budget due to merit and COLA increases to maintain competitive compensation for all City employees. Maintenance & Repair: Maintenance and repair expenses include software maintenance costs which have increased $277,858 or 17.96% due to increased costs of maintenance agreements. The Information Technology Fund is now paying the full amount of MDT Radio Maintenance previously charged to 4B. Capital Improvements: Capital Improvements recommended for the FY 2024 Adopted Budget are$1,385,154. Item Amount Panasonic Toughbooks $ 760,000 Zebra Handhelds and Printer for Police 200,000 Planned Annual Network Infrastructure 170,077 Planned Annual Server Replacement 145,077 Library Information System Replacement 80,000 Network Security Remediation 30,000 Total Adopted Capital $1,385,154 320 INFORMATION TECHNOLOGY FUND PERSONNEL BY JOB TITLE Information Technology FY2021-22 FY2022-23 FY2022-23 Change PY Assistant City Manager 0.34 0.34 0.34 - Business Systems Analyst 1.00 1.00 1.00 - !Database Application 2.00 - - - !Database Manager - 1.00 1.00 - GIS Application Coordinator 1.00 1.00 1.00 - Elelp Desk Technician 1.00 1.00 1.00 - ITAdministrator 1.00 1.00 1.00 - Network Analyst 2.00 2.00 2.00 - Network Coordinator 2.00 - - - Network Infrastructure Manager - 1.00 1.00 - PC Analyst 4.00 4.00 4.00 - PCAnalyst Supervisor - 1.00 1.00 - Radio System Technician L00 1.00 1.00 - Systems Application Analyst 2.00 2.00 2.00 - Tota l 17.34 16.34 16.34 - 321 TRANSIT FUND TRANSIT FUND The Transit Fund is an Enterprise Fund that is, for the majority, funded through Federal and State Grants. Due to legislation passed in response to the COVID-19 Pandemic, City Transit Operations will be subsidized with the Coronavirus Aid, Relief, and Economic Security (CARES) Act Funds through the Federal Transportation Administration (FTA). The Transit Fund budget is $4,787,717, which is $17,913 or .37% less than the prior year budget. Transit Operations and Preventative Maintenance is now operating out of the recently constructed Transit Center. This will allow the Transit Department to conduct in-house preventative maintenance, refueling, and cleaning on its fleet of public transportation vehicles. The FY 2024 budget includes increased compensation for employees and the purchase of 2 new transit busses. Transit Fund 2022-23 2023-24 2021-22 Adopted Adopted Revenues and Expenditures by Year Actual Budget Budget %Change Revenues Service Charges 530,067 584,0,00 647,400 10.86% Intergovernmental Revenue 3,861,105 4,219,830 4,139,317 -1.91 G All Other Revenues 81,543 1,800 1,000 -44.44% Total Revenues $ 4,472,715 $ 4,805,630 $ 4,787,717 -0.37% Expenditures Personnel Services 1,615,36.5 $ 1,588,579 $ 1,8.54,020 16.71 Supplies 686,247 977,359 893,600 -8.57% Maintenance &Repair 297,144 314,543 324,550 3.18 Utilities/Other Services 246,5901 436,620 239,180 -45.22% Insurance &Contract Supp. 53,671 49,407 24,000 -51.42% Other Expenditures S5,750 279,122 142,367 -48.99% Capital Improvements 2,630,229 1,160,000 1,310,000 12.93% Total Expenditures $ 5,614,996 $ 4,805,630 $ 4,787,717 -0.37% 322 TRANSIT FUND Revenues by Source Expenditures by Use Service Charges . 13.52% 38.72% Personnel Services Intergovernmental Revenue 35,46a 18.66% Supplies All Other Revenue 0.02% 6,78% . Maintenance&Repair 5.00% , Utilities/Other Services 27.36% Capital Improvements 3.48% ' All Other REVENUES Intergovernmental Revenue:This account reflects grant funding from state and federal sources. EXPENDITURES Personnel Services: Personnel Services account for 38.72%of all expenditures in the Transit Fund.The Adopted Budget has a $265,441 or 16.71% increase from the previous year's Adopted Budget. A part-time welder was added to help build shelters at bus stops across the city. The increase is also due to the increased use of overtime to cover for staffing shortages. Supplies: Supplies in the Transit Fund total $893,600, which is a $83,759 or 8.57% decrease from the prior year due to the lower fuel costs which spiked in the previous fiscal year. Utilities/Other Services: This account has decreased by $197,440 or 45.22% as the previous year's budget included $200,000 for the design of the Ohio Street Bridge to serve the newly opened Travel Center. Capital Improvements:Capital Improvement expenditures of$1,310,000 include the replacement of two public transportation busses. 323 TRANSIT FUND PERSONNEL BY JOB TITLE Public Transportation FY2021-22 FY2022-23 FY2023-24 Change PY Automotive Mechanic - - - - Dir of Aviation,Traffic&Transp. - - - - PublicTransportationAdmin 1.00 0.50 0.50 - Transit Operations Supervisor 0.50 0.50 0.50 - Transit Operator 19.00 19.00 19.00 - Welder* 0.50 0.50 Total 20.50 20.00 20.50 0.50 *Part time welder empfoyed to build shelters for bus stops Preventative Maintenance Automotive Mechanic 3.00 3.00 3.00 - PublicTransportationAdmin - 0.30 0.30 - Total 3.00 3.30 3.30 - Public Transportation Planning Dir of Aviation,Traffic&Transp 0.15 0.15 0.15 - Public Transportation Admin 0.20 0.20 - Transit Operations Supervisor 0.50 0.50 0.50 - Total 0.65 0.85 0.85 - Transit Hub Operations Assistant Travel Center Operator 1.00 - - - Customer Service Rep 1.00 2.00 2.00 - Total 2.00 2.00 2.00 - Total -Transit Fund 26.15 26.15 26.65 0.50 324 STORMWATER FUND STORMWATER FUND In 2000,the City Council authorized the establishment of a Stormwater Drainage Utility System.This system,which took effect on May 1,2001, provides a funding mechanism for drainage improvements in the city as allowed under Chapter 552, Subchapter C of the Texas Local Government Code. The system is designed to assign a fair and equitable charge to the public for storm water drainage management services, including capital improvements. The fee is based upon the impervious area of all real property; whereby each residential water customer is assessed for one Single Family Living Unit Equivalent (SFLUE). Each commercial customer pays a multiplier of the SFLUE based upon the impervious area of their property.The monthly fee for a SFLUE is$5.00 and generates$3.7 million annually for the operating and capital costs of this program. The Stormwater Fund has a total budget of$3,946,787,which is a decrease of$5,590,685 or 58.62%.This decrease is largely due to the use of reserve funds to begin Phase 2 of the Quail Creek Drainage Project in the FY 2023 Budget. The FY 2024 Adopted Budget includes funds for Duncan Channel and other system improvements. Stormwater Fund 2021-22 2022-23 2023-24 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget 6 Change Revenues Service Charges 3,751,220 3,700,0=00 3,700,000 0.00% Misc. Revenues 63,0115 170,000 246,787 45.17% Other Financing Sources 5,E67,472 -100.00% Total Revenues $ 3,814,235 $ 9,537,472 $ 3,946,787 -58.62% Expenditures Personnel Services 372,60E 374,744 389,008 3.81% Supplies 10,144 18,330 18,465 0.74% Maintenance &Repair 90,783 156,589 174,200 11.25% Utilities/Other Services 213,090 254,231 243,219 -4.33% Insurance &Contract Supp. 100 200 205 2.50% Other Expenditures 13,457 16,005 713,817 4359.96% Capital Improvements 567,063 8,311,500 2,002,000 -75.91% Transfers Out 409,312 405,873 405,873 0.009E Total Expenditures $ 1,676,555 $ 9,537,472 $ 3,946,787 -58.62% 325 STORMWATER FUND Revenues by Source Expenditures by Use Service Charges 93.75° 9.86% ■ Personnel Services Misc.Revenues 6.25% 6.16% , Utilities/Other Services 10.28% ■ Transfers Out 50.72% Capital Improvements 22.98% All Other REVENUES Service Charges: Revenue from Service Charges are expected to remain consistent with previous years. Misc. Revenues: Interest earnings are expected to increase due to higher interest rates predicted this fiscal year resulting in more income from earnings from invested assets.This has caused an increase of$76,787 or 45.17%. Other Financing Sources: In FY 2023, a contribution from excess fund balance was made available for capital improvements that requires Council Approval of projects for use. EXPENDITURES Personnel Services: The Adopted Budget includes a $14,264 or 3.81%, increase from the FY2022-23 Adopted Budget. This increase is mostly due to merit and cost of living adjustment(COLA) increases for employees. Maintenance& Repair: Maintenance costs in the Stormwater Fund are expected to increase$17,611 or 11.25% due to increased costs of storm sewer repairs of existing culverts and inlets. Utilities/Other Services: Utilities and other service costs in the Stormwater department are expected to decrease$11,012 or 4.33% mostly due to decreased Central Garage fees based on reduced utilization. Other Expenditures: The Adopted Budget includes$697,000 as a budget contingency for potential stormwater system capital or maintenance expenditures. These contingency funds would require council action as specific projects are identified. Capital Improvements: Capital Improvement expenditures decreased by $6,309,500 as the prior year budget included the funding for the Quail Creek Phase 2 project which will carry over into FY 2024 through Council Action. 326 STORMWATER FUND PERSONNEL BY JOB TITLE Stormwater FY2021-22 FY2022-23 FY2023-24 Change Pt' C&M Supervisor 0.50 - - - City Engineer 0.33 0.66 0.66 - Civil Engineer 0.50 1.00 1.00 - Environmental Coordinator 1.00 0.50 0.50 - Heavy Equip Operator 2.010 2.00 2.00 - Street 3rogram Coordinator 1.00 1.00 1.00 - Total 5.33 5.16 5.16 - 327 GOLF COURSE FUND GOLF COURSE FUND The Golf Course Budget is devised to align with our management services agreement with A.P.G.L. Under the terms of that agreement, the City is responsible for reimbursing A.P.G.L. for golf course expenses, plus $130,000 for complete management oversight of the course. In exchange, the city receives nearly all of the revenue at the course.The Golf Course estimates revenues and expenditures for FY 2024 at$954,391.The FY23 budget included a $311,000 transfer in from excess general funds and $205,867 from the Golf Course prior year reserves to fund capital improvements for the gazebo and driving range facilities. Golf Course Fund 2021-22 2022-23 2023-24 Revenues and Expenditures by Year Actual Adopted Budget Adopted Budget % Change Revenues Service Charges 1,065,271 900,000 954,391 6.04% Transfer In - 311,000 - -100.00% Other Financing Sources - 205,867 - -100.00 Total Revenues $ 1,065,271 $ 1,416,867 $ 954,391 -32.64% Expenditures Utilities/Other Services S84,417 936,867 953,391 1.76% Other Expenditures 6,006 - 1,000 100.00% Capital Improvements - 480,000 - -100.00% Total Expenditures $ 890,424 $ 1,416,867 $ 954,391 -32.64% Revenue by Source Expenditures by Use Service Charges 100.00% Utilities/Other Services 99.90% Other Expenditures 0.10% 328 WATER PARK FUND Water Park Fund: The Water Park Fund is an Enterprise Fund, and contains the budget for Castaway Cove Water Park. The total budget for the Water Park is $2,638,834 which is an increase from the previous year of$369,181 or 16.27%. This increase is due to increased use of the Water Park as well as the use of Fund Balance to purchase and install a new attraction at the park. FY 2022 FY 2023 FY 2024 Percent Water Park Fund Actual Adopted Budget Adopted Budget Change Revenues Service Charges 1,170,531 1,166,353 1,170,000 0.31% Misc. Revenues 513,800 528,300 550,000 4.11% Transfer In - 575,000 918,834 59.80% Total Revenues $ 1,684,331 $ 2,269,653 $ 2,638,834 16.27% Expenditures Personnel Services 484,334 $ 528,924 $ 430,600 -18.59% Supplies 278,28.6 104,634 297,000 183.85% Maintenance &Repair 63,318. 45,934 50,000 8.85% Utilities/Other Services 521,398 533,327 591,634 10.93% Insurance &Contract Supp. 66,000 64,413 65,000 0.91% Other Expenditures 18,540 62,421 74,600 19.51% Capital Improvements 28,612 930,000 1,130,000 21.51% Total Expenditures $ 1,460,488 $ 2,269,653 $ 2,638,834 16.27% Revenue by Source Expenditure by Use All Other _ 7.18% Service Charges 44.34% Personnel 16.32% Misc.Revenues 20.84% Supplies. 11.25% Utlirtiies/Other Services 22.42% Transfer In AIM 34.82% Capital Improvements 42.82% 329 WATER PARK FUND REVENUES Service Charges: Service Charges make up the majority of the Water Park Fund's revenue. Service Charges are driven by admission sales and various park and cabana rentals. Service Charges are expected to stay consistent with the prior fiscal year. Miscellaneous Revenue: Miscellaneous Revenue is expected to increase by $21,700, or 4.11% due to expected increases in Food and Beverage sales at the Water Park Transfer In: Transfers in are expected to increase by $343,834, or 59.80% due to the use of Fund Balance to purchase and install a new attraction at the Water Park. This funding was originally allocated from excess fund balance from the General Fund for one-time expenditures. Since the funds were not spent in FY 2023, the funds are planning to be pulled out of fund balance in FY 2024 for the completion of the new attraction. EXPENDITURES Personnel Services: Personnel costs include operational salaries for seasonal positions. This account decreased by $98,9324, or 18.59% due to elimination of salaries for management personnel now being paid through a 3rd party contract. Supplies:This category represents costs for supplies including chemicals needed for water treatment. These costs were previously budgeted through the contract. This year the funding comes from this fund instead of paying a 3rd party contract, which caused the$192,366, or 183.85%, increase. Maintenance& Repair:This category represents costs for repairs and maintenance previously budgeted through the management contract.This account increased by$4,066, or 8.85%due to needed improvements throughout the park Utilities/Other Services: The Adopted Budget for this category increased by$58,307 or 10.93% due to increased electricity costs. Capital Improvements: The Adopted FY 2024 Budget includes $1,130,000 for a new attraction which is being funded by park operations as well as a $919,00 transfer in from fund balance. PERSONNEL BY JOB TITLE Castaway Cove FY2021-22 FY2022-23 FY2023-24 Change PY Office Manager 1.00 - - - Admin &Accounting 1.00 1.00 - (1.00) Group Sales Mgr. 1.00 - -Total 3.00 1.00 - (1.00) *All positions now fronded t!amug r 3rd party contract 330 Airports Division MISSION The Aviation Division includes two Airports: Wichita Falls Regional Airport and Kickapoo Downtown Airport. The Regional Airport also operates, the fixed base operations. Regional Airport is a Part 139 FAA/TSA regulated commercial Airport with a General Aviation apron. Kickapoo Downtown Airport is a General Aviation Airport under TxDOT jurisdiction. Both Airports provide modern facilities and infrastructure that accommodate commercial, private, and military aviation services and ensure an environment for safe and secure aviation activities for the region. The Regional Airport Terminal is serviced by American Airline through a subcontract with Envoy.The Airline offers two arrivals and two departures per day with service to Dallas-Fort Worth Airport for connections to other destinations. In 2022, Regional experienced 29,000 enplanements. In addition, flights experienced a 52% passenger capacity per flight. Staff continues to work with American Airlines to maintain our current flight schedule due to the airline crew shortage. The Regional FBO has 13 City-owned and 2 privately owned hangars that currently house 13 based aircraft. In 2022 the FBO has provided has provided 7,351 gal of(AVGAS) and 137,278 gal of Jet fuel,to service transient and home based Aircraft. The FBO also provides courtesy cars for transient customers. Kickapoo Downtown Airport has 38 City-owned and 30 privately owned hangars that currently house 90 based aircraft. The Airport is self-sufficient, and does not subsidize from the City General Fund for offsets. The services at Kickapoo Airport include fueling and towing of Aircraft,general maintenance of hangars,to mowing and upkeep of the Airfield. In 2022 the Airport has provided 46,562 gal of 100LL(Avgas)and 91,570 gal of Jet Fuel.The airport also provides courtesy cars for transient customers.The Airport has seen an average of 10 transients and 30 home based Aircraft operating per day, in which we would provide some type of service for. SERVICES PROVIDED Regional Airport • Provide Customer Service Support to passengers during arrivals and departures of flights. • Monitor services provided by Airport Tenants: Envoy Airlines, Avis/Budget, Hertz, and Suga B's Café • Provide support and service for parking systems. • Provide counter and ground services for all charter flights. • Ensure Airport is in compliance with FAA and TSA requirements. • Schedule and perform all maintenance and service of facilities. • Support and collaborate with Sheppard Air Force Base. Kickapoo Airport • Provide Customer Service to all tenants and transient aircraft. • Provide fuel and towing service for all tenants and transient customers, as requested. • Perform all required service and inspections on fuel farm and fuel trucks. • Perform airfield and hangar maintenance. • Provide courtesy cars for transient customers. 331 Airports Division Regional FBO • Provide Customer Service to all tenants and transient aircraft. • Provide fuel and towing services for all tenants and transient customers, as requested. • Perform all required service and inspections on fuel farm and fuel trucks. • Perform airfield and hangar maintenance. • Provide fuel services for American Airline scheduled aircraft. • Provide fuel services for commercial aircraft diversions. • Ensure FBO is in compliance with FAA and TSA requirements. FY2023 ACCOMPLISHMENTS Regional Airport • Worked with charter airlines to re-establish service. • Provided funding to assist Sheppard airfield with improvements to upgrade facilities. • Secured FAA Grant funds to assist Sheppard with purchasing a Snow Broom, to accomplish snow removal operations. • Updating the Airport Master Plan for future development. • Continued professional development, and Customer Service of Airport Staff. Kickapoo Airport • Continually cross training all linemen between Kickapoo and the Regional FBOs • Completed building 3 new hangars using TxDOT entitlement funds. Regional FBO • Continually cross training all linemen between the Regional and Kickapoo FBO's • Completed Upgrade to Hangar 2, to accommodate an MRO Facility • The FBO also supported 23 diversions and 85,016 gal of Jet fuel in 2022, for American Airlines and other various Airlines. CONTACT INFORMATION Jon Waltjen John Edwards Patti Robinson Airports Administrator Kickapoo Operations Supervisor Regional Operations Supervisor 940-855-3621 940-766-1735 940-855-3623 jon.waltien@wichitafallstx.gov john.edwards@wichitafallstx.gov patti.robinson@wichitafallstx.gov 332 Airports Division GOALS & PERFORMANCE MEASURES FY2022 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Ensure Airline delivers Efficiently Promote and Monitor airline to ensure 15- 10-15 10-15 inbound Deliver City encourage minute inbound baggage delivery baggage within Services innovation time minutes minutes 15-minutes Generate Additional Efficiently Revenue Deliver City Practice Effective Ensure that Airports Division Ongoing Ongoing Streams and Services Governance remains profitable Income Continue to maintain Efficiently compliance Practice Effective with FAA and Deliver City Governance All regulations met and upheld Ongoing Ongoing TSA Services regulations. Continuing professional Reinforce a Efficiently Training and reviewing customer development, culture of Deliver City service actions; Building Ongoing Ongoing and Customer Services superior accountability among all staff Service of customer service Airport Staff. Explore opportunities The City will not be able to use the to use FAA Accelerate Support a annual Entitlement grant for the next 11 years. Work with Sheppard Entitlement Economic thriving $0 $1,000,000 grants to Growth Sheppard AFB and the FAA to find airfield projects support that will benefit both the City and Sheppard Sheppard AFB 333 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Regional Airport Operations Salaries-Supervision 48,318 50,568 53,603 Salaries-Clerical 25,662 56,219 44,679 Salaries-Operational 59,378 53,443 56,641 Pool Operational 6,364 40,000 3,285 Overtime 311 1,200 1,272 Terminal Pay 4,662 0 0 Stability Pay 2,420 2,420 3,872 Cell Phone Allowance 740 720 1,080 FICA 9,872 9,904 11,852 TMRS Retirement 16,946 17,574 25,563 TMRS Year-End Pension Adjust. (31,955) 0 0 Year-End OPEB Adjustment 30,180 0 0 Life Insurance Contribution 130 134 134 Disability Insurance Contrib 98 101 101 Health Insurance Contributions 7,468 14,232 7,468 Supplies-Minor Tools and Equip 436 1,200 1,200 Supplies-Office 1,924 1,500 1,500 Supplies-Janitorial 117 400 400 Supplies-Concession 1,126 1,500 1,000 Supplies-Clothing and Uniforms 425 1,500 1,250 Supplies-Periodicals/Supplemts 41 0 0 Supplies-Personal Computers 836 0 0 Supplies-PC Software 291 0 0 Supplies-Other 12,205 3,600 3,600 Maint-PC Hardware 7,668 7,800 7,800 Maint-PC Software 86 100 100 Maint-Heating/Cooling Systems 2,346 3,200 3,200 Maint-Buildings 25,275 12,350 11,986 Maint-Airport 44,462 50,326 40,326 Services-Telephone 4,259 4,383 4,082 Service-Wireless PhoneAircards 2,412 3,000 2,412 Services-Electricity 78,286 84,961 110,500 Services-Elec Airport Conces 3,805 4,000 4,000 Services-Gas 19,165 19,000 24,000 334 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Regional Airport Operations Services-Wtr/Sewer/Sanitation 6,249 6,039 6,100 Services-Cable TV 1,948 2,000 2,100 Services-Central Garage 10,496 18,671 18,362 Services-Bank 10,628 23,235 7,260 Services-Audit 8,738 0 5,700 Services-Other Professional 6,862 2,800 2,800 Services-Employee Physicals 704 663 0 Services-Advertising 8,392 11,000 9,500 Services-Binding/Printing 844 2,180 300 Services-Other Miscellaneous 160 1,000 1,000 Worker's Compensation 0 496 0 Unemployment Compensation 6,783 0 0 Insurance Expense 45,220 10,817 25,000 Interest Expense 29,015 0 0 Travel Expenses 725 4,400 2,400 Education Registration 1,325 2,650 1,250 Lease Payments 2,385 2,200 2,193 Memberships 315 600 600 Boards/Local Meetings 0 250 250 Rent-Land/Structures 0 56,081 57,764 Public Relation/Promo 5,002 6,000 2,000 Postage/Freight 230 0 250 Matching Contributions 0 50,000 0 Amortization Expense 62,587 0 0 Administrative Overhead 132,819 121,838 156,481 Data Processing Services 18,117 19,908 19,908 Construction-Engineering Fees 73,750 0 0 Motor Vehicles 34,964 0 0 Oper Transfer-Other 9,845 213,532 326,594 Depreciation Expense 1,532,895 0 0 Capital Asset Contra Expense (73,750) 0 0 Total Expenditures $2,323,001 $1,001,694 $1,074,718 335 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Regional Airport FBO Salaries-Clerical 7,295 28,110 14,893 Salaries-Operational 130,429 172,771 167,839 Overtime 7,728 3,000 3,392 Stability Pay 0 0 276 FICA 10,626 10,282 12,543 TMRS Retirement 20,119 20,379 27,053 Life Insurance Contribution 149 164 164 Disability Insurance Contrib 111 125 125 Health Insurance Contributions 26,852 29,402 26,852 HSA Contributions-Employer 174 0 0 Supplies-Minor Tools and Equip 1,850 2,010 2,010 Supplies-Office 150 1,200 1,000 Supplies-Janitorial 0 500 500 Supplies-Concession 146 2,000 1,000 Supplies-Catering Food 0 1,200 1,200 Supplies-Botanical/Agriculture 0 500 500 Supplies-Clothing and Uniforms 2,193 3,000 2,420 Supplies-Kickapoo Fuel&Oil-CGS 421,997 503,566 509,925 Supplies-Other 0 500 500 Maint-Machine/Tools/Implements 0 2,940 2,640 Maint-Radios 85 2,940 2,500 Maint-PC Hardware 0 1,000 1,000 Maint-Heating/Cooling Systems 0 2,000 2,000 Maint-Buildings 11,365 11,050 10,645 Maint-Airport 18,111 25,000 25,000 Maint-Other Buildings 8,696 9,000 9,000 Services-Telephone 11,327 1,552 336 Service-Wireless PhoneAircards 343 960 360 Services-Electricity 3,790 7,500 4,940 Services-Cable TV 1,219 986 1,200 Services-Central Garage 0 9,803 30,546 Services-Bank 21,452 15,000 15,000 Services-Other Professional 0 500 500 Services-Advertising 0 1,500 1,500 336 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Regional Airport FBO Services-Binding/Printing 259 2,103 300 Services-Other Miscellaneous 0 1,000 1,000 Insurance Expense 62,076 10,817 10,817 Travel Expenses 0 700 700 Education Registration 0 1,000 1,000 Lease Payments 27,892 25,800 27,904 Public Relation/Promo 535 1,000 1,000 Postage/Freight 0 0 400 Oper Transfer FA 47,374 0 0 Capital Asset Contra Expense (47,374) 0 0 Total Expenditures $796,971 $912,860 $922,480 337 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Kickapoo Airport Operations Salaries-Supervision 32,212 33,712 35,736 Salaries-Clerical 0 0 14,529 Salaries-Operational 158,685 178,940 213,249 Overtime 5,196 3,000 3,392 Terminal Pay 3,830 0 0 Stability Pay 1,210 1,348 6,358 Cell Phone Allowance 18 0 360 FICA 14,890 14,056 17,791 TMRS Retirement 30,553 30,454 38,372 TMRS Year-End Pension Adjust. (32,248) 0 0 Year-End OPEB Adjustment (5,835) 0 0 Life Insurance Contribution 232 241 241 Disability Insurance Contrib 176 183 183 Health Insurance Contributions 27,750 17,345 27,750 HSA Contributions-Employer 222 0 503 Supplies-Minor Tools and Equip 2,306 2,065 2,065 Supplies-Office 851 1,200 1,000 Supplies-Janitorial 0 500 500 Supplies-Concession 656 2,000 1,200 Supplies-Catering Food 0 1,200 1,000 Supplies-Botanical/Agriculture 1,000 1,000 1,200 Supplies-Clothing and Uniforms 2,171 3,544 3,232 Supplies-Kickapoo Fuel&Oil-CGS 726,606 565,597 569,196 Supplies-Kickapoo Maps/Pil-CGS 253 2,500 0 Supplies-Other 1,009 1,200 1,200 Maint-Machine/Tools/Implements 2,103 2,500 2,500 Maint-Radios 0 500 500 Maint-PC Hardware 1,241 1,800 2,500 Maint-Heating/Cooling Systems 1,043 1,500 1,500 Maint-Buildings 4,167 5,170 4,765 Maint-Airport 275 0 0 Maint-Other Buildings 8,774 10,000 10,000 Services-Telephone 4,767 6,814 2,226 Service-Wireless PhoneAircards 599 1,300 600 338 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Kickapoo Airport Operations Services-Electricity 14,496 13,306 18,850 Services-Elect Airport Hangar 11,951 10,000 0 Services-Gas 1,905 2,500 2,700 Services-Wtr/Sewer/Sanitation 2,597 2,769 2,900 Services-Central Garage 19,738 23,530 32,196 Services-Bank 18,382 43,617 17,000 Services-Other Professional 775 1,000 1,000 Services-Employee Physicals 2,276 2,144 0 Services-Advertising 90 1,550 1,500 Services-Binding/Printing 29 1,818 50 Services-Other Miscellaneous 750 1,000 1,000 Worker's Compensation 0 121 0 Insurance Expense 23,943 10,817 20,000 Claims and Settlements 0 1,000 1,000 General Liability Claims 13,627 0 0 Travel Expenses 326 2,400 2,400 Education Registration 796 1,000 1,000 Lease Payments 1,818 1,818 2,360 Memberships 664 300 300 Boards/Local Meetings 0 300 300 Public Relation/Promo 0 1,000 1,000 Postage/Freight 230 0 0 Matching Contributions 3,450 50,000 0 Administrative Overhead 31,383 36,768 24,006 Data Processing Services 14,467 16,758 16,758 Budget Contingency 0 40,912 18,227 Oper Transfer-Other 23,878 0 50,000 Depreciation Expense 514,331 0 0 Total Expenditures $1,696,614 $1,156,098 $1,178,195 339 Aviation, Traffic & Transportation — PUBLIC TRANSPORTATION MISSION Wichita Falls Transit System (FallsRide) total passenger trips saw an increase from 236,000 the previous year to approximately 248,000 in 2023. FallsRide completed 561,393 revenue miles in delivering public transportation services at an average cost of $4.37 per revenue mile. The General Fund subsidy, however, due to CARES ACT funding along with funding from the American Recovery Act was not required. Passenger fares increased and contributed to the revenue stream at an amount of $303,074.00. The largest contributor to passenger trips continues to be the Mustangs Shuttle route. This public route provides shuttle service to Midwestern State University (MSU) and Vernon College students, and was implemented in August of 2011. The route averages nearly 18,500 passengers per month, Monday through Friday, and this service is subsidized through a partnership with MSU. A second service was added during 2016 to serve MSU's students that don't have their own transportation. This service, called the MESA route (Meals, Entertainment, Shopping, Activities), shuttles the students to area businesses that are outside their walking distance. MSU added an additional service for Dual Credit Students. This service transports High School Students to MSU for college credits while still in High School. MSU contributes approximately$98,000 annually for these services. FallsRide also introduced the Night Crawler route in January 2019. The Night Crawler route had an initial partnership with Work Services Corporation that subsidized the local match in the amount of$16,000 for their clients to ride the service. The Night Crawler route was open to the public in March 2019 with an increase in passenger ridership each month, which also included an increase in fare revenue. The Night Crawler route also developed partnerships with local nonprofit organizations, and these organizations began purchasing Night Crawler passes and/or rides for their clients. FallsRide also saw an increase in the UMO Touchpass electronic fare usage therefore increasing passenger fares for 2023. SERVICES PROVIDED • Public Transportation • Local advertising sales • Grocery Cart Service • After Hours (Night Crawler) Service FY2023 ACCOMPLISHMENTS • Purchase of four (4) Replacement Buses that have reached their useful life • Increase ridership and UMO Touchpass sales CONTACT INFORMATION Jenny Stevens Public Transportation 940-761-7921 jenny.stevens@wichitafallstx.gov 340 Aviation, Traffic & Transportation — PUBLIC TRANSPORTATION GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Replace units Updated units to Bus Replacement that have provide less Contract-Options 100% 50% reached useful down time for life maintenance Allow for ease of Purchase for delivery for large Forklift shipments at shipments of 25% 50% 100% new facility. parts and equipment Fully utilizes the Reduce the Electronic Fare Move to a Cashless amount of system and Bus Fare Collection insufficient fare allows to reduce 50% 50% 100% time spent on recovery counting cash daily by staff Locate areas that Begin placing shelters need to 10 shelters per be replaced and Bus Shelter Project year to replace begin replacing 75% 50% 50% dilapidated with all metal shelters pre-fabricated shelters Tractor for Allow for ease of delivery for large Facility Tractor mowing, shipments of 100% 100% N/A parking lot cleaning parts and equipment 341 Aviation, Traffic & Transportation — PUBLIC TRANSPORTATION FY 2023 Budget Changes • Personnel Services: increased $265,441 due to COLA and merit increases as well as the addition of part time transit operators and clerks to run the transit center. • Supplies: decreased $83,759 mainly due to the lower price of motor vehicle fuel. • Utilities/Other Services: decreased$197,440 than the previous year as in FY 2023, money was budgeted to design of an Ohio Street Bridge to serve the Travel Center. • Other Expenditures: decreased $136,755 due to decreased budget contingency. • Due to the CARES Act funding, American Recovery Act Plan funding, Public Transportation will be able to begin banking their FTA 5307 funding. EXPENDITURES BY CLASSIFICATION 342 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Public Transportation Salaries-Supervision 50,370 53,994 59,629 Salaries-Operational 573,727 604,605 789,321 Pool Operational 46,254 118,581 125,696 Overtime 160,928 68,000 106,000 Terminal Pay 14,527 0 0 Stability Pay 7,893 6,821 10,594 Cell Phone Allowance 363 360 360 FICA 62,692 43,471 56,147 TMRS Retirement 125,013 97,817 121,102 TMRS Year-End Pension Adjust. (83,078) 0 0 Year-End OPEB Adjustment (53,474) 0 0 Life Insurance Contribution 772 780 780 Disability Insurance Contrib 576 551 551 Health Insurance Contributions 114,916 123,949 114,916 HSA Contributions-Employer 506 504 1,006 Supplies-Motor Vehicle 36,270 0 0 Supplies-Motor Vehicle Fuel 0 755,399 597,700 Supplies-Minor Tools and Equip 34 0 0 Supplies-Minor Furniture 12,680 5,000 1,500 Supplies-Office 1,716 2,000 2,000 Supplies-Medical/Drug 0 200 200 Supplies-Clothing and Uniforms 1,288 3,000 5,000 Supplies-Periodicals/Supplemts 0 3,000 5,000 Supplies-Personal Computers 1,540 3,000 2,000 Supplies-PC Software 0 0 1,000 Supplies-Other 17,180 800 1,500 Maint-Motor Vehicles 110 0 0 Maint-Buildings 0 0 8,000 Services-Telephone 1,708 3,219 1,729 Service-Wireless PhoneAircards 687 720 720 Services-Electricity 16,242 25,000 26,000 Services-Gas 11,069 15,000 5,500 Services-Wtr/Sewer/Sanitation 1,436 1,317 1,400 Services-Bank 4,407 2,066 0 343 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Public Transportation Services-Audit 0 1,500 0 Services-Other Professional 85,036 80,000 85,000 Services-Employee Physicals 10,078 9,713 10,000 Services-Binding/Printing 730 785 0 Worker's Compensation 16,075 4,407 0 Unemployment Compensation 7,824 0 0 Insurance Expense 6,487 7,000 22,000 Claims and Settlements 0 2,000 2,000 General Liability Claims 23,285 36,000 0 Travel Expenses 732 2,600 3,500 Education Registration 0 500 500 Lease Payments 1,062 1,956 2,592 Memberships 359 450 450 Postage/Freight 237 200 0 Administrative Overhead 68,986 87,224 119,255 Data Processing Services 13,331 15,182 15,182 Depreciation Expense 311,889 0 0 Total Expenditures $1,674,464 $2,188,671 $2,305,830 344 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Public Transportation Capital Supplies-Personal Computers 16,819 0 0 Maint-PC Hardware 11,150 0 0 Services-Other Professional 67,688 275,600 93,600 Budget Contingency 0 170,000 0 Other Improvements 73,440 90,000 200,000 Motor Vehicles 0 1,070,000 1,110,000 Capital Asset Contra Expense (73,440) 0 0 Total Expenditures $95,657 $1,605,600 $1,403,600 345 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Public Transp Preventive Salaries-Supervision 17,421 17,970 20,485 Maint Salaries-Operational 149,766 147,074 155,902 Overtime 24,781 0 26,500 Stability Pay 3,993 3,993 7,986 FICA 13,849 11,514 13,494 TMRS Retirement 32,243 27,392 29,103 Life Insurance Contribution 211 212 212 Disability Insurance Contrib 159 161 161 Health Insurance Contributions 41,894 49,301 41,894 Supplies-Motor Vehicle 34,445 200,000 275,000 Supplies-Motor Vehicle Fuel 562,136 0 0 Maint-Motor Vehicles 275,727 300,000 300,000 Maint-Radios 0 3,000 5,000 Maint-Systems Software 0 2,000 2,000 Total Expenditures $1,156,625 $762,617 $877,737 346 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Public Transportation Salaries-Supervision 53,549 57,594 62,008 Planning Salaries-Operational 11,738 0 0 Overtime 4,187 0 0 Stability Pay 242 380 1,576 FICA 4,986 4,056 5,675 TMRS Retirement 11,466 9,411 12,242 Life Insurance Contribution 85 75 75 Disability Insurance Contrib 65 58 58 Health Insurance Contributions 8,375 12,592 8,375 Maint-Systems Software 3,000 0 0 Total Expenditures $97,693 $84,166 $90,009 347 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Transit Hub Operations Salaries-Clerical 56,330 113,141 60,324 Overtime 1,850 0 530 Stability Pay 138 0 276 FICA 4,330 2,098 4,615 TMRS Retirement 8,646 4,664 9,953 Life Insurance Contribution 67 38 38 Disability Insurance Contrib 50 29 29 Health Insurance Contributions 6,407 7,394 6,407 Supplies-Office 845 1,200 1,200 Supplies-Medical/Drug 0 60 0 Supplies-Concession 0 700 0 Supplies-Clothing and Uniforms 241 500 700 Supplies-Personal Computers 0 1,000 0 Supplies-Other 1,052 1,500 800 Maint-PC Software 43 543 550 Maint-Buildings 7,115 9,000 9,000 Services-Telephone 2,125 3,558 1,996 Service-Wireless PhoneAircards 2,097 1,200 912 Services-Electricity 3,767 7,259 4,940 Services-Gas 2,200 2,607 1,700 Services-Wtr/Sewer/Sanitation 11,289 2,465 2,500 Services-Cable TV 0 1,183 1,183 Services-Bank 936 618 0 Services-Other Professional 396 2,000 2,000 Services-Binding/Printing 100 810 0 Lease Payments 810 810 888 Postage/Freight 234 200 0 Total Expenditures $111,069 $164,577 $110,541 348 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Tran Main Facitlity State Services-Other Professional 24,596 0 0 Fund Construction-Architect Fees 107,646 0 0 Construction-Professional Fees 2,449,143 0 0 Capital Asset Contra Expense (2,556,789) 0 0 Total Expenditures $24,596 $0 $0 349 Stormwater Utility Fund MISSION Reduce the potential for stormwater damage and protect citizen's health, safety, life, property, and environment through preventative maintenance, education, planning and capital improvements. SERVICES PROVIDED • The Storm Water fund is responsible to supply revenue for the drainage master capital improvement plan, drainage maintenance and repair of the City's existing storm water system, management and oversight of the Federal Emergency Management Agency (FEMA) floodplain and Community Rating System (CRS) for flood insurance, and management of the Municipal Separate Storm Sewer System (MS4) permit through environmental management and quality control of potential pollutants. • The Streets Division completes the street sweeping and drainage maintenance which includes culverts, bridges,open channels, residential detention ponds,and ditches,and responds during flood emergencies. • The Environmental Coordinator oversees the MS4 permit requirements and programs ensuring the environmental management and storm water quality. • The Engineering Division is the floodplain management for the City while also overseeing the design and construction of drainage improvement projects. FY2023 ACCOMPLISHMENTS • Completed the annual MS4 permit renewal and plan. • Completed sweeping of 4,091 curb miles improving the quality of City streets and protecting stormwater exceeding MS4 permit requirements • Cleaned, maintained and mowed 97 detention ponds and over 500 miles of drainage improvements to ensure the drainage system functions • Started construction on the Phase I Quail Creek Drainage Improvement Project from Midwestern Parkway to Maplewood, Gladney channel improvements and portion of the northern channel of the creek. • Started construction improvements of the Duncan Channel and gate replacement. • Completed the construction of the Phase II Quail Creek Transfer Station Detention Basin CONTACT INFORMATION Teresa Rose, P.E., CFM Deputy Director of Public Works 940-761-7477 Teresa.rose@wichitafallstx.gov 350 Stormwater Utility Fund GOALS & PERFORMANCE MEASURES FY2024 STRATEGIC STRATEGIC PERFORMANCE FY2023 FY2024 DEPARTMENT PLAN PLAN MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Meet all MS4 Plan 100% 100% Ensure the City meets measurablegoals Compliance Compliance MS4 permit 2.6 Enhance p p requirements through 2.0 Provide Focus on Long completion of Quality Term Street and Sweep Streets 4,000 curb 3,000 curb measurable goals set Infrastructure Utility (MS4 Permit) miles miles forth bythe approved Infrastructure pp Needs Clean and Maintain Open management plan. Drainage Channels 50,000 LF 50,000 LF (MS4 Permit) Provide key floodplain information to citizens, 2 Public 2 Public realtors,and engineers 3.0 Efficiently Outreach Outreach to ensure proper Deliver City Floodplain Outreach protection and Services Events per Events per insurance for multiple Year Year homeowners 2.6 Enhance Reduce flooding within Focus on Long- Ensure 80%of the 2.0 Provide the City through Term Street and Stormwater Fee revenue is 80%improvement Quality 88%Utility applied to Drainage Master projects. Infrastructure Infrastructure Improvement Projects Needs FY 2024 Budget Changes • Personnel Services: increased $14,264 due to COLA and Merit increases • Maintenance& Repair: increased $17,611 due to increased costs to repair and maintain storm sewers • Utilities/Other Services: decreased $11,012 from the prior year due to decreased use of fleet services • Capital Improvements: decreased$6,309,500 due to the use of transfers from the General Fund used for one-time expenditures for additional storm drain rehabilitation, mostly the Quail Creek Project 351 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Stormwater Salaries-Supervision 32,867 34,346 36,408 Salaries-Operational 208,709 211,748 224,459 Overtime 18,043 10,000 10,600 Terminal Pay 659 0 0 Stability Pay 5,239 5,240 9,268 Cell Phone Allowance 18 360 0 FICA 18,925 18,549 19,957 TMRS Retirement 42,455 41,410 43,043 TMRS Year-End Pension Adjust. (2,874) 0 0 Year-End OPEB Adjustment 2,987 0 0 Life Insurance Contribution 315 321 321 Disability Insurance Contrib 238 244 244 Health Insurance Contributions 44,205 51,518 44,205 HSA Contributions-Employer 933 1,008 503 Supplies-Minor Tools and Equip 5,888 13,100 13,100 Supplies-Minor Furniture 821 1,700 1,700 Supplies-Office 812 1,850 1,850 Supplies-Educational 0 100 100 Supplies-Personal Computers 778 0 0 Supplies-PC Software 1,488 0 135 Supplies-Other 357 1,580 1,580 Maint-PC Software 128 132 0 Maint-Storm Sewers 67,155 132,257 150,000 Maint-Other Improvements 23,500 24,200 24,200 Services-Telephone 107 142 142 Service-Wireless PhoneAircards 1,368 1,368 1,368 Services-Central Garage 207,448 229,221 218,209 Services-Other Professional 1,850 13,000 13,000 Services-Advertising 1,337 500 500 Services-Binding/Printing 979 10,000 10,000 Contract-Other Agencies 100 200 205 Travel Expenses 1,369 2,100 2,900 Education Registration 475 4,000 4,000 Memberships 395 405 405 352 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Stormwater Rent-Equipment 2,398 7,000 7,000 Postage/Freight 0 2,500 2,500 Bad Debt Expense 8,821 0 0 Budget Contingency 0 0 697,012 Construction-Engineering Fees 202,704 0 0 Other Improvements 364,359 8,000,000 2,000,000 Instruments/Apparatus 0 1,500 0 PC Computer Equipment 0 0 2,000 Other Machinery and Equipment 0 310,000 0 Oper Transfer-Other 409,312 405,873 405,873 Depreciation Expense 412,450 0 0 Capital Asset Contra Expense (567,063) 0 0 Total Expenditures $1,522,054 $9,537,472 $3,946,787 353 Fleet Maintenance MISSION We Keep Wichita Falls Moving Forward SERVICES PROVIDED • Provide Fuel for City Fleet and Other outside agencies via our fuel station island, satellite stations and fuel delivery truck. • Provide quality and timely repairs and maintenance for all divisions and contracted outside agencies. • Towing service on light duty vehicles owned by the City as well as some for our outside agencies under repair contracts. • Roadside assistance for all City equipment in the form of jump starts, minor repairs and tire services to prevent down time. • Fleet Maintenance Main Shop handles major repairs throughout the fleet with the exception of small engine equipment (MS). • Fleet maintenance Service Station division handles routine maintenance such as oil change services, tire services and some minor types of repairs (SS). • Fleet maintenance Small Engine shop handles all repairs and services on small equipment. Such examples are Police Motorcycles, lawn equipment (mowers, chainsaws, weed eaters) used by parks or other departments and water transfer pumps(SE). • Infield services and repairs for off-road equipment via our service truck(ST) and repairs handled primarily through the main shop. • Fire Apparatus repair and maintenance is handled within the Fire Shop (FS). • Heavy equipment at the City Landfill is repaired and maintained by Fleet Maintenance by a technician that is stationed at the Landfill (LF). FY2022 ACCOMPLISHMENTS • Main shop work orders: 3079 • Service Station work orders: 3170 PM: 1089 Repair: 2081 • Small Engine work orders: 1343 • Land Fill work orders: 112 • Service Truck work orders: 110 • Fire Shop work orders: 378 • Total number of Work Orders processed from June 2022 to June 2023: 7,957 • Fuel dispensed from Service Station. 898,914.67ga1 Unleaded- 419,177.57ga1 Diesel fuel- 479,737.10gal 354 Fleet Maintenance • Fuel Truck deliveries 104,330.03ga1 Unleaded- 11,298.20ga1 Diesel Fuel- 93,031.83ga1 • Fuel Dispensed via Fire Department tanks 18,221.10gal Station 3- 3,751.9ga1 Station 7- 5,677.5ga1 Station 8- 8,791.2ga1 CONTACT INFORMATION Wade Looney Central Services Superintendent 940-761-7931 Wade.looney@wichitafallstx.gov GOALS & PERFORMANCE MEASURES FY2023 STRATEGIC STRATEGIC FY2023 FY2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Continue to Provide City Make repairs in a timely fashion and provide quality Efficiently Deliver Services in a reduce downtime in equipment. Service to our City Services customers timely manner While maintaining an aging fleet. Continue Fuel Contracts with Revenue Economic Wichita county Stream Development Track amounts of fuel sold and VFD's Finish Renovate and Bring the facility to 100%use status moving Facility Maintain Radio shop Improvements Infrastructure remodel of thus making effective and efficient into old restrooms. use of space. transit offices. Help speed up Add Improve data repair time and Improvement of data input and computers/work input and accurately keep stations to bays record keeping track of time accounted for on units. information. Continue repair and Economic Track repair and maintenance costs maintenance on Revenue stream outside entities improvement on outside city equipment. equipment 355 Fleet Maintenance FY 2024 HIGHLIGHTS Personnel Services: increased by$148,586, or 6.43%due to COLA and Merit increases. Supplies: decreased by$544,642, or 10.32% due to decreases cost for motor vehicle fuel. Maintenance and Repair: increased by$676,268, or 33.03% due to increased motor vehicle maintenance costs. Utilities/Other Expenditures: increased by$75,999, or 95.81%due to increased electric, gas, and water service charges, as well as the addition of payments for a Parts Operation Summary. Other Expenditures: increased by$19,333, or 7.11%due to increases in administrative overhead charges. 356 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Fleet Maintenance Salaries-Supervision 183,482 191,976 203,504 Salaries-Clerical 69,862 74,093 77,763 Salaries-Operational 1,252,205 1,302,179 1,409,839 Overtime 14,226 15,000 15,900 Terminal Pay 3,505 0 0 Stability Pay 31,215 31,627 62,614 Cell Phone Allowance 2,175 2,160 2,160 FICA 111,638 115,255 125,551 TMRS Retirement 253,984 260,019 270,797 TMRS Year-End Pension Adjust. (358,414) 0 0 Year-End OPEB Adjustment (107,751) 0 0 Life Insurance Contribution 2,010 2,022 2,022 Disability Insurance Contrib 1,516 1,524 1,524 Health Insurance Contributions 285,903 313,135 285,903 HSA Contributions-Employer 972 504 503 Supplies-Motor Vehicle 606,295 614,288 691,748 Supplies-Motor Vehicle Fuel 3,271,553 4,425,560 3,797,475 Supplies-Small Engine Equip 32,790 32,781 34,347 Supplies-Minor Tools and Equip 21,732 22,500 27,200 Supplies-Minor Furniture 0 340 0 Supplies-Office 4,091 6,475 6,525 Supplies-Medical/Drug 349 3,500 3,200 Supplies-Janitorial 0 125 100 Supplies-Clothing and Uniforms 13,795 14,289 14,950 Supplies-Periodicals/Supplemts 0 300 300 Supplies-Container 21,477 34,200 33,600 Supplies-PC Software 6,342 8,308 7,079 Supplies-Other 94,267 116,400 117,900 Maint-Motor Vehicles 2,194,303 1,953,799 2,630,807 Maint-Machine/Tools/Implements 15,957 14,400 14,400 Maint-Radios 0 730 830 Maint-Systems Hardware 0 500 500 Maint-PC Software 300 300 300 Maint-Systems Software 29,157 30,200 30,200 357 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Fleet Maintenance Maint-Heating/Cooling Systems 6,783 8,500 15,000 Maint-Reservoirs/Tanks 16,336 9,200 10,000 Maint-Buildings 6,809 13,940 5,800 Maint-Central Garage 14,092 16,022 16,022 Services-Telephone 2,419 5,065 1,117 Service-Wireless PhoneAircards 761 816 816 Services-Electricity 22,333 22,231 32,500 Services-Gas 11,069 12,000 28,000 Services-Wtr/Sewer/Sanitation 11,723 10,116 15,375 Services-Bank 7,313 7,558 7,558 Services-Audit 9,497 9,565 9,565 Services-Other Professional 45,468 1,206 50,000 Services-Employee Physicals 10,090 9,292 9,292 Services-Advertising 2,045 0 0 Services-Binding/Printing 1,207 1,475 1,100 Worker's Compensation 67,712 154,864 3,000 Unemployment Compensation 0 800 800 Insurance Expense 5,854 3,600 10,000 Bond Principal Payments 0 465,556 1,015,041 Bond Interest Payments 18,259 9,259 0 Travel Expenses 1,557 5,900 6,700 Education Registration 825 5,800 5,800 Lease Payments 1,350 1,475 2,331 Memberships 360 750 750 Postage/Freight 2,090 1,250 1,250 Administrative Overhead 165,200 208,291 225,968 Data Processing Services 36,881 48,267 48,267 Buildings 13,500 52,400 301,915 Motor Vehicles 2,531,725 2,150,015 2,453,923 Machines/Tools/Implements 32,429 23,003 39,825 PC Computer Equipment 0 0 22,100 Other Machinery and Equipment 0 2,000 5,000 Oper Transfer-General 312,000 312,000 312,000 Oper Transfer FA 69,529 0 0 358 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Fleet Maintenance Depreciation Expense 4,399,120 0 0 Capital Asset Contra Expense (2,565,245) 0 0 Total Expenditures $13,320,031 $13,160,705 $14,526,356 359 Information Technology MISSION To assist the City's effort in achieving maximum efficiency and productivity by integrating people, processes, and technology. This is accomplished by leveraging technological tools, methods, and strategic partners to provide solutions that support the delivery of quality services to our community. SERVICES PROVIDED • Provide technical support to over 900 PC's and 1300 users within all City departments, includes 24x7x365 for Public Safety. • Maintain 160 on premise servers, 270 network devices, 900 email accounts, 200 mobile devices, and 620 VOIP phones. • Perform and maintain data backups and disaster recovery plans for over 100 TB's of data. • Maintain 500 voice radios and 5 base stations. • Maintain multiple Enterprise Resource Planning (ERP) systems. • Conduct State Mandated Cyber Security Training for all of the City's end users. • Provide Project Management for large-and small-scale technology projects for all City departments. • Maintain a $5.5 million annual budget. FY2023 ACCOMPLISHMENTS • Deployed 150 end user PC replacements. • Installation of voice and data communication equipment in 11 Patrol vehicles for the Police Department. • Deployed 22 mobile devices for various departments. • Conducted State Mandated City-wide Cyber Security Training. • Deployed multiple Hyper-Converged appliances to allow us to reduce the number of physical servers that are supported and reduced the cost of our annual maintenance on data storage hardware in our environment. It also allows us to create redundancies to minimize system downtimes. • Upgraded and installed multiple systems at the MPEC campus to help the City staff to be more efficient and improve the customer experience. • Perform annual maintenance on voice and data microwave equipment. • Upgraded the City business phone system that will have notification features for emergencies. • Performed Network Security Assessment. • Processed over 3200 support tickets. CONTACT INFORMATION Derek Brown, IT& Facilities Administrator 940-761-7425 derek.brown@wichitafallstx.gov 360 Information Technology GOALS & POLICIES FY 2024 STRATEGIC STRATEGIC FY 2023 FY 2024 DEPARTMENT PLAN PLAN PERFORMANCE MEASURE ESTIMATE TARGET GOAL GOAL STRATEGY Minimize System 4. Efficiently 4.2 Create metric to track system Deliver City 4.3 down time. NA 99% Downtime Services 4.5 Reduce the number 4. Efficiently 4.2 Keep track of the ticket counts 1% 0 of support ticket Deliver City 4.3 and what their root cause. 10/requests. Services 4.5 Keep systems 4. Efficiently 4.2 State how the department will current and up to Deliver City 4.3 measure the performance and NA 90% date. Services 4.5 achievement of the outlined goal FY2024 HIGHLIGHTS • Personnel Services: increased by$58,423, or 4.02% due to COLA and Merit increases • Supplies: increased by$55,905 or 26.75%due to an increase in personal computer expenditures. • Maintenance and Repair: increased by$277,858, or 17.96%due to increased maintenance on PC hardware and system software. • Capital Improvements: decreased by$587,000, or 29.76% due to the purchase of updated radio systems for the Police Department completed in the previous fiscal year. 361 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Information Systems Salaries-Supervision 157,511 167,481 177,519 Salaries-Operational 762,738 901,725 917,241 Overtime 4,922 2,000 0 Terminal Pay 4,134 0 0 Stability Pay 13,723 12,925 23,978 Cell Phone Allowance 216 720 0 FICA 68,451 71,664 82,978 TMRS Retirement 153,699 159,388 178,970 TMRS Year-End Pension Adjust. (176,307) 0 0 Year-End OPEB Adjustment (17,253) 0 0 Life Insurance Contribution 1,217 1,238 1,238 Disability Insurance Contrib 919 940 940 Health Insurance Contributions 127,477 132,826 127,477 HSA Contributions-Employer 3,868 3,699 2,688 Supplies-Minor Tools and Equip 2,038 4,530 4,530 Supplies-Minor Furniture 342 1,012 1,012 Supplies-Office 6,308 8,050 8,050 Supplies-Physician (107) 0 0 Supplies-Mechanical 20 500 500 Supplies-Personal Computers 106,395 135,120 165,360 Supplies-System Software 0 0 24,500 Supplies-PC Software 41,846 51,090 51,810 Supplies-Other 1,162 8,700 9,145 Maint-Motor Vehicles 6,967 14,500 14,750 Maint-Radios 35,791 40,000 33,500 Maint-PC Hardware 18,129 34,500 34,500 Maint-Systems Hardware 71,757 151,490 171,420 Maint-PC Software 93,113 110,924 140,906 Maint-Systems Software 817,768 1,194,062 1,428,258 Maint-Other Equipment 756 1,645 1,645 Services-Telephone 130,155 149,141 141,270 Service-Wireless PhoneAircards 39,363 146,544 150,567 Services-Gas 1,951 1,907 7,429 Services-Central Garage 4,835 7,607 7,176 362 EXPENDITURE BY ACCOUNT Department Expenditure by Account FY 2022 Actual FY 2023 Budget FY 2024 Budget Information Systems Services-Employee Physicals 644 607 0 Services-Binding/Printing 134 1,000 1,000 Services-Subcontractors 8,308 16,537 17,537 Insurance Expense 15 0 0 Travel Expenses 1,596 12,200 12,200 Education Registration 3,048 11,125 11,675 Memberships 175 524 524 Postage/Freight 2,117 1,000 1,000 Other System Improvements 17,500 0 80,000 PC Computer Equipment 286,117 1,296,154 1,305,154 Radios 0 676,000 0 Depreciation Expense 989,674 0 0 Capital Asset Contra Expense (303,617) 0 0 Total Expenditures $3,489,616 $5,531,075 $5,338,447 363 TEXAS.J.;114,4 5116' Capital Improvement Plan 364 IlCity of Wichita Falls,Texas )_). /. // Summary of All Capital Project k /C !a R Projected Financial Plan I 23/24 I 24/25 I 25/26 I 26/27 I 27/28 Total Project Cost: Bldgs and General Facilities $ 890,000 $ 1,050,000 $ - $ - $ - $ 1,940,000 Parks and Recreation 1,428,500 11,679,691 16,656,873 7,500,000 900,000 $ 38,165,064 Traffic System 753,564 606,629 606,629 606,629 606,629 $ 3,180,080 Street System 4,505,860 2,530,000 2,530,000 2,530,000 2,530,000 $ 14,625,860 Multi-Purpose Events Center 600,000 715,000 1,450,000 464,000 - $ 3,229,000 Airports* 525,000 10,250,000 3,250,000 3,000,000 3,000,000 $ 20,025,000 Transit 1,310,000 1,664,870 4,675,000 100,000 2,000,000 $ 9,749,870 Sanitation System 3,981,763 6,594,368 5,561,159 5,005,370 3,583,935 $ 24,726,595 Water System 7,770,800 27,740,000 6,315,000 19,090,000 3,030,000 $ 63,945,800 Wastewater System 2,716,000 4,227,500 2,010,000 2,005,000 400,000 $ 11,358,500 Stormwater System 2,000,000 150,000 4,675,000 2,450,000 2,450,000 $ 11,725,000 Golf Course - 100,000 - - - $ 100,000 Fleet Replacements 2,822,763 6,315,319 6,008,145 6,033,283 63,000 $ 21,242,510 Information Technology 3,073,074 4,644,854 530,854 5,510,854 1,271,700 15,031,336 Total $32,377,324 $78,268,231 $54,268,660 $54,295,136 $19,835,264 $ 239,044,615 Sources of Funding: General Operating Funds $ 7,750,924 $ 6,405,629 $ 4,205,629 $ 4,205,629 $ 3,136,629 $ 25,704,440 Information Tech Operating Funds 1,573,074 3,654,854 530,854 5,510,854 1,271,700 $ 12,541,336 Fleet Operating Funds 2,822,763 2,306,918 2,416,918 2,312,918 63,000 $ 9,922,517 Sanitation Operating Funds 3,981,763 9,533,769 8,083,386 7,656,735 3,583,935 $ 32,839,588 Water/Sewer Operating Funds 10,486,800 17,017,500 6,825,000 21,095,000 3,430,000 $ 58,854,300 Stormwater Operating Funds 2,000,000 150,000 4,675,000 2,450,000 2,450,000 $ 11,725,000 Water Park Operating Funds 1,130,000 550,000 40,000 100,000 900,000 $ 2,720,000 Airport Operating Funds - 1,250,000 550,000 300,000 - $ 2,100,000 Federal Grants - - - - - $ - FAA Grant Funds* 525,000 9,000,000 2,700,000 2,700,000 3,000,000 $ 17,925,000 FTA Grant Funds 1,310,000 1,664,870 4,675,000 100,000 2,000,000 $ 9,749,870 Venue Tax and MPEC 600,000 715,000 1,450,000 464,000 - $ 3,229,000 Cemetery Perpetual Care Funds - 900,000 350,000 - - $ 1,250,000 4B Funds 197,000 - - - - $ 197,000 Undetermined Funds - 25,119,691 17,766,873 7,400,000 - $ 50,286,564 Total $32,377,324 $78,268,231 $54,268,660 $54,295,136 $19,835,264 $ 239,044,615 *Airport Funds supported by FAA Grant Funds are not included in the operating budget but are allocated through ordinance Combined 5 Year Estimated Funding Sources 0.52% 21.04% 11.58% Operating Revenue 65.43% 0.08% 1.35% III Operating Revenue ■Venue Tax •4B Funds •Grants •Undetermined Funds •Cemetery Perpetual Funds 365 111 City of Wichita Falls,Texas Buildings and General Facility Capital k1,' 4j4 Improvements This section of the CIP includes large building maintenance projects such as roof repairs, parking lot repairs, HVAC improvements, and exterior building improvements for the City's principal office buildings. It has included the City's share of public/private partnership on the construction of a proposed full-service hotel and conference center at the City's Multi- Purpose Event Center. Current year's conference center expenditure can be found in the 4B budget summary. Projected Financial Plan I 23/24 I 24/25 I 25/26 I 26/27 I 27/28 Total Project Cost: $ 890,000 $ 1,050,000 $ - $ - $ - $ 1,940,000 Sources of Funding: General Operating Funds $ 890,000 $ 1,050,000 $ - $ - $ - $ 1,940,000 Total $ 890,000 $ 1,050,000 $ - $ - $ 1,940,000 5 Year Expenditure Trend $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $- 23/24 24/25 25/26 26/27 366 City of Wichita Falls,Texas „� Parks&Recreation Capital Improvements � `� FY2023/24-2027/28 ICJ; A This section of the CIP includes projects for the Park's System and Library. Several of the Parks Projects identified in this Section will require approval of additional funding sources such as a General City Bond Issue,Grants,and/or 4B Sales Tax Funds. Unfunded projects include Lake Wichita Shoreline Improvements,completion of the Circle Trail and significant roadway projects inside City parks. Pro-ected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 1,428,500 $ 11,679,691 $ 16,656,873 $ 7,500,000 $ 900,000 $ 38,165,064 Sources of Funding: General Operating Funds $ 101,500 $ 60,000 $ - $ - $ - $ 161,500 Undetermined Funds $ - $ 10,169,691 $ 16,266,873 $ 7,400,000 $ - $ 33,836,564 Federal Grants $ - $ - $ - $ - $ - $ - Cemetery Perpetual Fund $ - $ 900,000 $ 350,000 $ - $ - $ 1,250,000 Water Park Operating Fund $ 1,130,000 $ 550,000 $ 40,000 $ 100,000 $ 900,000 $ 2,720,000 4B Funds $ 197,000 $ - $ - $ - $ - $ 197,000 Total $ 1,428,500 $ 11,679,691 $ 16,656,873 $ 7,500,000 $ 900,000 $ 38,165,064 5 Year Expenditure Trend $1s,000,000 $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $ IIIIIII I I I llllllllllll■-----------. 23/24 24/25 25/26 26/27 27/28 367 City of Wichita Falls,Texas Traffic Capital Improvements �� �j FY2023/24-2027/28 �c'lw(►a A ( Traffic related projects include annual improvements to the Traffic Control System and Street Light System. Funds are budgeted annually in the General Fund Operating Budget for the Traffic Control and Street Lighting Systems Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 753,564 $ 606,629 $ 606,629 $ 606,629 $ 606,629 $ 3,180,080 Sources of Funding: Annual Operating Funds $ 753,564 $ 606,629 $ 606,629 $ 606,629 $ 606,629 $ 3,180,080 Total $ 753,564 $ 606,629 $ 606,629 $ 606,629 $ 606,629 $ 3,180,080 5 Year Expenditure Trend $800,000 $700,000 $600,000 $500,000 $400,000 $300,000 $200,000 $100,000 23/24 24/25 25/26 26/27 27/28 368 111 City of Wichita Falls,Texas --� Streets Capital Improvements MC. 4Ij/ a FY2023/24-2027/28 This Section of the CIP includes both annual overlay projects and reconstruction of various street systems. Funding for the $2.4 million in annual overlay program is included in the General Operations Budget. Funding for reconstruction is also included in the General Fund. The City of Wichita Falls Thoroughfare Plan, including all associated amendments and updates as determined by City Council, is hereby adopted by reference as part of the City of Wichita Falls Capital Budget and all subsequent updates and revisions to the Capital Budget. Streets, roadways, and associated rights-of-way, easements, or both as identified in the Thoroughfare Plan are also included in as a part of the adoption of this Capital Budget. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 4,505,860 $ 2,530,000 $ 2,530,000 $ 2,530,000 $ 2,530,000 $ 14,625,860 Sources of Funding: General Operating Funds $ 4,505,860 $ 2,530,000 $ 2,530,000 $ 2,530,000 $ 2,530,000 $ 14,625,860 Total $ 4,505,860 $ 2,530,000 $ 2,530,000 $ 2,530,000 $ 2,530,000 $ 14,625,860 5 Year Expenditure Trend $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $- 23/24 24/25 25/26 26/27 27/28 369 City of Wichita Falls,Texas MPEC Capital Improvements 4V •�C/.j FY2023/24-2027/28 I A(( Improvements in this section are entirely related to facility improvements at the Multi-Purpose Events Center and Memorial Auditorium Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 600,000 $ 715,000 $ 1,450,000 $ 464,000 $ - $ 3,229,000 Sources of Funding: Venue Tax $ 600,000 $ 715,000 $ 1,450,000 $ 464,000 $ - $ 3,229,000 Total $ 600,000 $ 715,000 $ 1,450,000 $ 464,000 $ - $ 3,229,000 5 Year Expenditure Trend $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $200,000 $200,000 ------ $- 23/24 24/25 25/26 26/27 27/28 370 111 City of Wichita Falls,Texas Airport Capital Improvements FY2023/24-2027/28 Improvements to the City's two airports are largely funded with annual funding from the Federal Aviation Administration. These grant funds require a matching amount from the City,which has principally been accomplished with local airport operating income. The completion of a commerical airport terminal and various other improvements have been made to the general aviation aiport in recent years. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 525,000 $ 10,250,000 $ 3,250,000 $ 3,000,000 $ 3,000,000 $ 20,025,000 Sources of Funding: FAA $ 525,000 $ 9,000,000 $ 2,700,000 $ 2,700,000 $ 3,000,000 $ 17,925,000 General Operating Funds $ 1,250,000 $ 550,000 $ 300,000 $ 2,100,000 Total $ 525,000 $ 10,250,000 $ 3,250,000 $ 3,000,000 $ 3,000,000 $ 20,025,000 5 Year Expenditure Trend $15,000,000 $10,000,000 $5,000,000 S- 23/24 24/25 25/26 26/27 27/28 371 City of Wichita Falls,Texas --� Transit Capital Improvements 44t- Zrf FY2023/24-2027/28 This section of the CIP principally includes replacement of buses for the Wichita Falls Transit System,transit van and vehicle replacements, and a forklift for the heavy equipment deliveries at the Administrative and Maintenance Facility. This CIP also includes the Administrative and Maintenance Facility construction, Travel Center Restroom Addition, a kiosk for the electronic fare system, and the Bus Shelter Replacement project that will incorporate ten (10)shelters to be replaced each year at $7,500 per shelter. Projected Financial Plan 22/23 23/24 24/25 25/26 26/27 27/28 Project Cost: $ 1,310,000 $ 1,664,870 $ 4,675,000 $ 100,000 $ 2,000,000 $ 9,749,870 Sources of Funding: FTA Funds $ 1,310,000 $ 1,664,870 $ 4,675,000 $ 100,000 $ 2,000,000 $ 9,749,870 Total $ 1,310,000 $ 1,664,870 $ 4,675,000 $ 100,000 $ 2,000,000 $ 9,749,870 5 Year Expenditure Trend $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 22/23 23/24 24/25 25/26 372 City of Wichita Falls,Texas Sanitation Capital Improvements ].4. 4•t f// FY2023/24-2027/28 This Section of the CIP includes projects for the Sanitation collection and disposal system. These improvements are anticipated to be accomplished with annual operating funds of the Sanitation System. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 3,981,763 $ 6,594,368 $ 5,561,159 $ 5,005,370 $ 3,583,935 $24,726,595 Sources of Funding: Sanitation Operating Funds $ 3,981,763 $ 6,594,368 $ 5,561,159 $ 5,005,370 $ 3,583,935 $24,726,595 Total $ 3,981,763 $ 6,594,368 $ 5,561,159 $ 5,005,370 $ 3,583,935 $24,726,595 5 Year Expenditure Trend $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,EO 0,000 23/24 24/25 25/26 26/27 373 111 City of Wichita Falls,Texas --� Water Distribution Capital Improvements )4 f /j, _ 7( FY2023/24-2027/28 This Section of the CIP includes major improvements to the City's Water Supply, Treatment, and Distribution Systems. Nearly $16 million of the repairs to the system are accomplished through annual operating funds. However, several of these projects will require additional funding sources yet to be determined. The most likely source is the issuance of additional Water System Revenue Bonds. If these bonds were to be issued,then water rate increases would be required. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 1,642,000 $ 9,030,000 $ 3,030,000 $ 3,030,000 $ 3,030,000 $ 19,762,000 Water/Sewer Operating Funds $ 1,642,000 $ 9,030,000 $ 3,030,000 $ 3,030,000 $ 3,030,000 $ 19,762,000 Total $ 1,642,000 $ 9,030,000 $ 3,030,000 $ 3,030,000 $ 3,030,000 $ 19,762,000 5 Year Expenditure Trend $10,000,000 $9,000,000 $8,000,000 $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 ■ $- 23/24 24/25 25/26 26/27 27/28 374 111 City of Wichita Falls,Texas Water Purification Capital Improvements rkFY2023/24-2027/28 This Section of the CIP includes major improvements to the City's Water Supply, Treatment, and Distribution Systems. Nearly $16 million of the repairs to the system are accomplished through annual operating funds. However, several of these projects will require additional funding sources yet to be determined. The most likely source is the issuance of additional Water System Revenue Bonds. If these bonds were to be issued,then water rate increases would be required. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 6,128,800 $ 18,710,000 $ 3,285,000 $ 16,060,000 $ - $44,183,800 Water/Sewer Operating Funds $ 6,128,800 $ 3,760,000 $ 1,785,000 $ 16,060,000 $ - $27,733,800 Undetermined $ - $ 14,950,000 $ 1,500,000 $ - $ - $ 16,450,000 Total $ 6,128,800 $18,710,000 $ 3,285,000 $16,060,000 $ - $44,183,800 5 Year Expenditure Trend $20,000,000 $18,000,000 $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 ■ $- 23/24 24/25 25/26 26/27 27/28 375 City of Wichita Falls,Texas Wastewater Capital Improvements MC' /4 9 FY2023/24-2027/28 This Section of the CIP includes projects that improve the City's Wastewater Distribution, and Treatment System. Routine repair projects, at existing funding levels, can be funded with annual operating revenue of the City's Water and Sewer System Fund. However, a few other major system improvements will be funded with remaining bond funds from the Texas Water Development Board that were approved for the Indirect Potable Reuse Project. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 1,180,000 $ 2,032,500 $ 400,000 $ 400,000 $ 400,000 $ 4,412,500 Sources of Funding: Water/Sewer Operating Funds $ 1,180,000 $ 2,032,500 $ 400,000 $ 400,000 $ 400,000 $ 4,412,500 Total $ 1,180,000 $ 2,032,500 $ 400,000 $ 400,000 $ 400,000 $ 4,412,500 5 Year Expenditure Trend $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $ 23/24 24/25 25/26 26/27 27/28 376 City of Wichita Falls,Texas Wastewater Capital Improvements MC' /4 ( FY2023/24-2027/28 This section of the CIP includes projects that improve the City's Wastewater Distribution and Treatment System. Routine repair projects, at existing funding levels, can be funded with annual operating revenue of the City's Water and Sewer System Fund. However, a few other major system improvements will be funded with remaining bond funds from the Texas Water Development Board that were approved for the Indirect Potable Reuse Project. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 1,536,000 $ 2,195,000 $ 1,610,000 $ 1,605,000 $ - $ 6,946,000 Sources of Funding: Water/Sewer Operating Funds $ 1,536,000 $ 2,195,000 $ 1,610,000 $ 1,605,000 $ - $ 6,946,000 Total $ 1,536,000 $ 2,195,000 $ 1,610,000 $ 1,605,000 $ - $ 6,946,000 5 Year Expenditure Trend $2,500,000 $2,000,000 ::: $500,000 23/24 24/25 25/26 26/27 27/28 377 City of Wichita Falls,Texas Drainage Capital Improvements idid all •f p7( FY2023/24-2027/28 / In the 2009-10 budget,funds were included to hire a consultant to prepare a Master Drainage Plan for the City. This plan, which is complete, analyzed and identified the top 15 of 60 projects that were on the City's project list and provided cost estimates to complete those 15 projects. Results of that analysis indicate that it will cost approximately$35 million to construct these 15 projects. It also suggests that in order to complete this work over the next 10 to 15 years, a total of$3 million per year in project costs should be expended. The projects listed in this CIP should be accomplished with existing revenue sources from the Stormwater Utility Fund. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 2,000,000 $ 150,000 $ 4,675,000 $ 2,450,000 $ 2,450,000 $ 11,725,000 Sources of Funding: Stormwater Operating Funds $ 2,000,000 $ 150,000 $ 4,675,000 $ 2,450,000 $ 2,450,000 $ 11,725,000 Total $ 2,000,000 $ 150,000 $ 4,675,000 $ 2,450,000 $ 2,450,000 $ 11,725,000 5 Year Expenditure Trend $5,000,000 $4,500,000 $4,000,000 $3,500,000 $3,000,000 $2,500,000 $2,000,000 $1,500,000 $1,000,000 $500,000 $- 23/24 24/25 25/26 26/27 27/28 378 City of Wichita Falls,Texas �.,-- Fleet Capital Improvements A (C/1/_, a FY2023/24-2027/28 a This Section of the CIP provides for replacement of the City's vehicle fleet. Annual operating funds are sufficient to finance this level of funding for fleet replacements Projected Financial Plan 23/24 I 24/25 25/26 I 26/27 27/28 Total Project Cost: $ 2,822,763 $ 6,315,319 $ 6,008,145 $ 6,033,283 $ 63,000 $21,242,510 Sources of Funding: Fleet Operating Funds $ 2,822,763 $ 2,306,918 $ 2,416,918 $ 2,312,918 $ 63,000 $ 9,922,517 Sanitation Operating Funds $ - $ 2,939,401 $ 2,522,227 $ 2,651,365 $ - $ 8,112,993 General Operating Fund $ - $ 1,069,000 $ 1,069,000 $ 1,069,000 $ - $ 3,207,000 Total $ 2,822,763 $ 6,315,319 $ 6,008,145 $ 6,033,283 $ 63,000 $21,242,510 5 Year Expenditure Trend $7,000,000 $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 $- 23/24 24/25 25/26 26/27 27/28 379 City of Wichita Falls,Texas Information Technology Capital kk. !ii7f( Improvements a a FY2023/24-2027/28 This section of the CIP includes projects that improve the technological systems of the City's programs. Many of the projects are for normal replacement of hardware and software items that will need to remain on current technology. Projected Financial Plan 23/24 24/25 25/26 26/27 27/28 Total Project Cost: $ 3,073,074 $ 4,644,854 $ 530,854 $ 5,510,854 $ 1,271,700 $ 15,031,336 Sources of Funding: IT Operating Fund $ 1,573,074 $ 3,654,854 $ 530,854 $ 5,510,854 $ 1,271,700 $ 12,541,336 General Fund $ 1,500,000 $ 990,000 $ - $ - $ - $ 2,490,000 Total $ 3,073,074 $ 4,644,854 $ 530,854 $ 5,510,854 $ 1,271,700 $ 15,031,336 5 Year Expenditure Trend $6,000,000 $5,000,000 $4,000,000 $3,000,000 $2,000,000 $1,000,000 ■ 23/24 24/25 25/26 26/27 27/28 380 TEXAS''.71);C4/1;f 51165 Glossary 381 APPENDIX GLOSSARY The Annual Budget contains specialized and/or technical terminology, along with acronyms, that are unique to public finance and budgeting. To assist the reader in understanding the Annual Budget document, a glossary of terms is provided. Account Classification:A basis for distinguishing types of expenditures.The nine major classifications used by the City of Wichita Falls are: personal services, supplies, maintenance& repairs, utility&other services (Utilities/Other Serv), insurance &contract support(insur&contr Supp), other expenditures, non capital, capital improvements and transfers out. Accrual Basis of Accounting:A method of accounting wherein revenue and expenses are recorded in the period in which they are earned or incurred regardless of whether cash is received or disbursed in that period.This is the accounting basis that is generally required to be used in order to conform to generally accepted accounting principles (GAAP) in preparing financial statements for external users. Ad Valorem Taxes: Also referred to as property tax, this is the charge levied on all real, personal, and mixed property according to the property's assessed valuation and the tax rate, in compliance with the State Property Tax Code. Annual Budget:The total budget as approved by the City Council, as revised. Appropriation: A legal authorization made by the City Council, which permits City officials to incur obligations against and to make expenditures of governmental resources. Assessed Property Valuation: A value established by the Wichita County Appraisal District, which approximates market value of real or personal property. By state law, one hundred percent(100%) of the property value is used for determining the basis for levying property taxes. Assigned fund balance: comprises the portion of net resources for which an intended use has been established by the City Council or the City Official authorized to do so by the City Council. Assignments of fund balance are much less formal than commitments and do not require formal action for their imposition or removal. In governmental funds other than the general fund, assigned fund balance represents the amounts that are not restricted or committed, but are,at a minimum, intended to be used for the purpose of that fund. Balanced Budget: A budget in which the expenditures incurred during a given period are matched by revenues received during that same period. Bond:A written promise to pay a sum of money on a specific date at a specified interest rate.The interest payments and the repayments of the principal are detailed in a bond ordinance.The most common type of bonds are general obligation (G.O.) and revenue bonds. These are most frequently used for construction for large capital projects, such as buildings, streets, and water and sewer lines. Budget: A financial plan for a specified period of time (fiscal year) that matches planned revenues with appropriations. The "proposed" budget designates the financial plan initially developed by departments and presented by the City Manager to the Council for approval. The "adopted budget" is the plan as modified and finally approved by that body.The "approved" budget is authorized by resolution and thus specifies the legal spending limits for the fiscal year. 382 APPENDIX GLOSSARY Budget Document: The compilation of the spending plans for the various funds, along with supporting schedules, tables, and charts which, in total, comprises the annual revenue and expenditure plan. Budget Highlights:Significant changes in expenditures or programs within a fund,department,or division. Budget Kick-off: Signifies the start of the Budget Season (see Budget Season). Finance Department delivers a presentation on the economy and expectations of the following fiscal year budget. Budget Message: The opening section of the budget provides the City Council and the public with a general summary of the most important aspects of the budget. The message explains principal budget issues against the background of financial experience in recent years,and represents the assumptions and policies upon which the City's budget is based. Budget Season:Time period between the Budget Kick-off and September 30. For the City of Wichita Falls the Budget Season starts the first week of March and all departments work hand in hand with Finance to create a balanced budget. Budget Summary: Provides a listing of revenues, expenditures, and available resources for all funds. CAFR: Comprehensive Annual Financial Report, a set of financial statements of the governmental entity that complies with the accounting requirements of the Governmental Accounting Standards Board and audited by an external certified public accounting firm. Capital Improvements Plan: A Capital Improvements Plan (CIP) is a separate budget from the operating budget. This is a 5-year plan that includes items that are usually construction projects or major capital purchases designed to improve and maintain the value of the City's assets. Capital Outlay: Expenditures for equipment, vehicles, or machinery, and other improvements that result in the acquisition of assets with an estimated useful life of more than one year, a unit cost of$1,000 or more, and capable of being identified as an individual unit of property. Capital Projects: Projects which purchase or construct capital assets. Typically, a capital project encompasses purchase of land and/or the construction of a building or facility. Cash Accounting: A basis of accounting in which transactions are recorded when cash is either received or expended for goods and services. Certificates of Obligation: Legal debt instruments that finance a variety of public projects such as streets, building,and improvements.These bonds are backed by the full faith and credit of the issuing government and are financed through property tax revenues. In Texas, Certificates of Obligation do not have to be authorized by public referenda. Certified Property Values: To comply with the Property Tax Code, the chief appraiser certifies the approved appraisal roll to each taxing unit on or before July 25. Committed fund balance: includes the portion of net resources that can be used only for the specific purposes determined by a formal action of the City Council. Commitments may be changed or lifted only by the government taking the same formal action that imposed the constraint originally. The formal 383 APPENDIX GLOSSARY action must be approved before the end of the fiscal year in which the commitment will be reflected on the financial statements. Debt Service Fund: A fund used to account for the monies set aside for the payment of interest and principal to holders of the City's general obligation and revenue bonds, the sale of which finances long- term capital improvements, such as facilities, streets and drainage, parks and water/wastewater systems. Department: A major administrative segment responsible for management of operating Divisions that provide services within a functional area. Depreciation: A method of recovering the cost of an asset over the asset's useful life or recovery period. Division: A basic organizational unit that is functionally unique and provides service under the administrative direction of a Department. Duplicating Services Fund: Fund mainly used to account for duplicating services and postage. Encumbrances: Commitments for the expenditure of monies. Enterprise Fund:A fund established to account for operations that are financed and operated in a manner similar to private business. The rate schedules are established to insure that revenues are adequate to meet all necessary expenditures. The Water & Sewer Fund and Sanitation Fund are enterprise funds in the City of Wichita Falls. Estimated Revenue: A formal estimate of how much revenue will be earned form a specific revenue source for some future period; typically, a future fiscal year. Expenditure: Funds spent in accordance with budgeted appropriations on assets or goods and services obtained. Fines& Forfeitures: Monies imposed as penalty for an offense and collected as revenue by the municipal court for the city. Fiscal Year: A consecutive 12-month period that signifies the beginning and ending dates for recording financial transactions.The City of Wichita Falls'fiscal year begins October 1 and ends September 30 of the following calendar year.This is also called the budget year. Franchise Fee:A charge paid for the use of City streets and public right-of-ways. FTE: Full-Time Equivalent, a human resources measurement equal to one staff person working full-time for one year. Fund:An accounting device established to control receipt and disbursement of income from sources set aside to support specific activities or attain certain objectives. Each fund is treated as a distinct fiscal entity with a self-balancing set of accounts. Fund Balance:The excess of current assets over current liabilities, representing the cumulative effect of revenues and other financing sources over expenditures and other financing uses. GASB: Governmental Accounting Standards Board. 384 APPENDIX GLOSSARY General Fund:The largest fund within the City,the General Fund accounts for the majority of the financial resources of the government. General Fund revenues include property taxes, sales taxes, licenses and permits, service charges, and other type of revenue. This fund includes most of the basic operating functions such as fire and police, municipal court,finance, planning and inspection, public works, parks& recreation, and general administration. General Obligation (G.O.) Bonds: Legal debt instruments that finance a variety of public projects such as streets, building, and improvements. These bonds are backed by the full faith and credit of the issuing government and are financed through property tax revenues. In Texas,G.O. Bonds must be authorized by public referenda. Geographic Information System: A system, which has the ability to translate implicit geographic data (such as a street address, national grid coordinates or latitude and longitude coordinates) into an explicit map location. GFOA:Government Finance Officers Association of the United States and Canada. Goal: Long-term continuing target of an organization (vision of the future). Governmental Fund:Any fund that is not a profit and loss fund. Examples of governmental funds include: general fund, special revenue fund, and debt service fund. Grant:A contribution of assets (usually cash) by one governmental unit or other organization to another. Typically, these contributions are made to local governments from the state and federal governments. Grants are usually made for specified purposes. Infrastructure: General fixed assets consisting of certain improvements other than buildings, including; roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, and lighting systems. Intergovernmental Revenue:Grants,entitlements and cost reimbursements from another federal, state, or local governmental unit. Internal Service Fund:Accounts for the financing of goods or services provide by one City department to other departments of the governmental unit on a cost reimbursement basis.The Fleet Maintenance Fund and Information Technology Fund are operated as internal service funds in the City of Wichita Falls. Investment: Securities and real estate purchased and held for the production of income in the form of interest, dividends, rentals, or base payments. Levy: To impose and collect by legal authority. The City Council has the authority to levy taxes, special assessments, and service charges as stated in the City Charter. Line Item: reference to an expenditure category. Long Term Debt: Debt with a maturity of more than one year after the date of issuance. Major Fund: Individual funds whose revenues or expenditures, excluding other financing sources and uses, exceed 10%of total appropriations. 385 APPENDIX GLOSSARY Metropolitan Statistical Area: A cluster of heavily settled communities that are geographically, socially, and economically related to one another and to a central urban core.A core consists of at least one central city having at least 50,000 inhabitants, or"twin cities with a combined population of at least 50,000". Modified Accrual Basis of Accounting: A method of accounting that is a mixture of the cash and accrual basis. The modified accrual basis should be used for governmental funds. To be recognized as a revenue or expenditure,the actual receipt or disbursal of cash must occur soon enough after a transaction or event has occurred to have an impact on current spendable resources. In other words, revenues must be both measurable and available to pay for the current period's liabilities. Revenues are considered available when collectible either during the current period or after the end of the current period, but in time to pay year-end liabilities. Expenditures are recognized when a transaction or event is expected to draw upon current spendable resources rather than future resources. No-New-Revenue Tax Rate: The prior year's taxes divided by the current year's taxable values of properties that were on the tax roll in both years. Excludes taxes on properties no longer in the taxing unit and the current taxable value of new properties. (Formerly, Effective Tax Rate) Non-spendable fund balance: includes the portion of net resources that are not in a spendable form or are required to be maintained intact. Examples are inventory, long term loans, prepayments, or permanent funds. Objectives: Time bound and measurable result of an organization's activity, which advances the organization toward a goal. Operating Budget: Plans of current expenditures and the proposed means of financing them.The annual operating budget is the primary means by which most of the financing, acquisition, spending, and service delivery activities of the City are controlled. The use of an annual operating budget is required by State law. Ordinance:A statute or regulation especially enacted by a city government. Outside Agencies: Non-profit service organizations funded partially or entirely by the General Fund. Payment in Lieu of Tax: Monies received for provision of city services to property owners located outside the municipal taxing district. Performance Measures: Specific quantitative and qualitative measures of work performed or results obtained within an activity or program. Personnel Services: Costs relating to compensating employees, including; salaries, wages, insurance, payroll taxes, and retirement contributions. Property Tax:Also called ad valorem tax,this is the charge levied on all real, personal, and mixed property according to the property's valuation and the tax rate, in compliance with the State Property Tax Code. Proposed Budget:This is the first draft of the budget submitted by the City Manager to the City Council and Mayor. 386 APPENDIX GLOSSARY Proprietary Fund: The activities of proprietary funds closely resemble those of ongoing businesses in which the purpose is to conserve and add to basic resources while meeting operating expenses from current revenues. The activities are usually financed with user charges that are directly related to the services received. Proprietary funds include enterprise funds and internal service funds. Real Property: Property classified by the State Property Tax Board including residential single and multi- family, vacant lots, acreage, farm and ranch improvements, commercial and industrial, and oil, gas and other mineral reserves. Reserve:An account used to indicate that a portion of fund resources is restricted for a specific purpose, or is not available for appropriation and subsequent spending. Resolution: A formal statement of a decision, determination, or course of action placed before a city council and adopted. Restricted fund balance: includes the portion of net resources that can be spent only for the specific purposes stipulated by external resource providers either constitutionally or through enabling legislation. Examples include bond proceeds, grant awards, specific contributions. Revenue Bonds: Legal debt instruments that finance public projects for such as service as water or sewer. Revenues from the public project are pledged to pay principal and interest of the bonds. In Texas, revenue bonds may or may not be authorized by public referenda. Revenues: Funds received by the government as income, including tax payments, fees for specific services, receipts from other governments, fines and forfeitures, grants and interest income. Right-of-Way: Land over which public roads/access are located. Roll Year: Refers to the calendar year in which the property valuations that form the basis for the current fiscal year's property tax revenue projections were certified. Rollback Rate: See Voter Approved Tax Rate. Roll-Off Containers: Large open top rectangular containers for holding trash, debris, brush and other non- food waste.There is a charge for container use depending on the size of the container and the amount of use. Seal Coat: Asphalt restoration and maintenance technique used to recondition city streets and thoroughfares. Service and Work Programs:Tangible"end products" provided to the public or user department/division. Services: Professional or technical expertise purchased from external sources. Special Revenue Fund: A separate fund that accounts for resources that are legally restricted to expenditures for specific operational purposes. Convention and Visitors Fund would be an example of a special revenue fund. Standard Metropolitan Statistical Area:See "metropolitan statistical area". 387 APPENDIX GLOSSARY Stormwater Drainage Utility System:A program that is implemented by governmental entities to control storm water run-off in urban areas. Strategy:A plan to achieve an objective. Street Miles: Centerline miles of actual street. Supplies: Costs of goods consumed by the City in the course of its operation. Tax Rate:The amount of tax levied for each $100 of assessed value for real, personal, or mixed property. The rate is set by September 1 of each year by the City Council of the City of Wichita Falls,Texas. Taxes: Compulsory charges levied by a government for the purpose of financing service performed for the common benefit. Total Tax Rate: Property Tax rate including both of the portions used for operations and that for debt service. Transfers:The authorized exchanges of cash or other resources between funds. Transmittal Letter:A general discussion of the proposed budget presented in writing by the City Manager to the Mayor and City Council. The transmittal letter highlights the major budget items including any changes made in the current budget year, issues affecting the decisions and priorities of the current year, and actions incorporated into the adopted budget. Trend Analysis:Graphs which analyze historical data, projected information,or comparison from one year to the next. A brief narrative or summary data is included with the graphs. Unassigned fund balance: includes the amount in an operating fund in excess of what can properly be classified in one of the other four categories of fund balance. Unassigned amounts are technically available for any purpose. User Fee (User Charge):The payment of a fee for direct receipt of a public service by the part benefiting from the service. Voter Approved Tax Rate (formerly, Rollback Rate): A property tax rate that is more than 3.5 percent above the "no-new tax rate". S.B. 2 requires a city to hold an automatic election (i.e., the bill eliminates the petition requirement) on the November uniform election date if it adopts a rate exceeding the 3.5 percent voter-approval rate. Working Capital:The difference between current assets and current liabilities. Working Capital measures the margin of protection for current creditors and reflects the ability of a company to finance current operations. 388 APPENDIX GLOSSARY AMI Advanced Metering Infrastructure (Water Meters) C&V Convention and Visitors Bureau CAD/RMS Computer Aided Dispatch/Record Management System CAFR Certified Annual Financial Report CDBG Community Development Block Grant CIP Capital Improvements Program CO Certificate of Obligation M.S.A. Combined Metropolitan Area DOT Department of Transportation DPS Department of Public Safety W.F.I.S.D. Wichita Falls Independent School District EMS Emergency Medical Services EPA Environmental Protection Agency FMLA Family Medical Leave Act FTE Full-Time Employee FY Fiscal Year GAAP Generally Accepted Accounting Principles GASB Governmental Accounting Standards Board GF General Fund GFOA Government Finance Officers Association GIS Graphic Information System GO General Obligation(Bond) GPS Global Positioning System HAZMAT Hazardous Materials HOME Home Investment Partnerships Program HR Human Resources (Department) HVAC Heating Vent Air Conditioning ISD Independent School District IT Information Technology LED Light-Emitting Diode LGC Local Government Code MC Municipal Court mgd Millions of Gallons per Day MSU Midwestern State University NDS Neighborhood Development Services OPEB Other Post-Employment Benefits PD Police Department PH Phase PTC Property Tax Code RM Risk Management ST Stormwater Fund TMRS Texas Municipal Retirement System TWDB Texas Water Development Board US United States USA United States of America VC Vernon College VTCA Vernon's Texas Civil Statutes Annotations 389 APPENDIX GLOSSARY WC Workers' Compensation WFFRRF Wichita Falls Firemen's Relief and Retirement Fund WFPD Wichita Falls Fire Department W&S Water and Sewer Fund 390 2023 Tax Rate Calculation Worksheet Form5085 Taxing Units Other Than School Districts or Water Districts City of Wichita Falls (940)761-7462 Taxing Unit Name Phone(area code and number) i 300 7th St.,Wichita Falls,Texas 76307 www.wichitafallstx.gov Taxing Unit's Address,City,State,ZIP Code Taxing Unit's Website Address GENERAL INFORMATION:Tax Coda Section 26.04(c)requires an officer or employee designated by the governing body to calculate the no-new-revenue(NNR)tax rate and voter-approval tax rate for the taxing unit.these tax rates are expressed In dollars per$100 of taxable value calculated.I he calculation process starts after the(filet appraiser delivers to the taxing unit the certified appraisal roll and the estimated values of properties under protest.The designated officer or employee shall certify that the officer or employee has accurately calculated the tax rates and used values shown for the certified appraisal roll or certified estimate.I he officer or employee submits the rates to the governing body by Aug.7 or as soon thereafter as practicable. School districts do not use this form,but instead use Comptroller Form 50-859 Tax Rate Calculation Worksheet,School District without Chapter 313 Agreements or Comptroller Form 50-3E4 7trK Rule Calculation Wur kshee(,School Dislrlct with Cfiupter 313 Agi ienierr(i. Water districts as defined under Water Code Section 49.001(1)do not use this form,but Instead use Comptroller Form 50-858 Water District Voter-Approval Tax Rate Worksheet for low lax Rate and Developing Nitric i c or(corn ptrollen f•orrn 50-860 Developed Mao iris h it f Voter-Approval Tax Rule Worksheet The Comptroller's office provides this worksheet to assist taxing units in determining tax rates.The information provided in this worksheet is offered as technical assistance and not legal advice.Taxing units should consult legal counsel for Interpretations of law regarding tax rate preparation and adoption. SECTION 1,No-New=RevenueTax Rate . _- The NNR tax rate enables the public to evaluate the relationship between taxes for the prior year and for the current year based on a tax rate that would produce the same amount of taxes(no new taxes)if applied to the same properties that are taxed in both years.When appraisal values increase,the NNR tax rate should decrease. The NNR tax rale for a county is the sum of the NNR tax rates calculated for each type of tax the county levies. While uncommon,it is possible for a taxing unit to provide an exemption for only maintenance and operations taxes.In this case,the taxing unit will need to calculate the NNR tax rate separately for the maintenance and operations tax and the debt tax,then add the two components together. 1. 2022 total taxable value.Enter the amount of 2022 taxable value on the 2022 tax roll today.Include any adjustments since last year's certification; exclude Tax Code Section 25.25(d)one-fourth and one-third over-appraisal corrections from these adjustments.Exclude any property value subject to an appeal under Chapter 42 as of July 25(will add undisputed value in Line 6)-This total includes the taxable value of homesteads with tax ceil- ings(will deduct in Line 2)and the captured value for tax increment financing(adjustment is made by deducting TIF taxes,as reflected in Line 17): $ 6,566,742,659 2. 2022 tax ceilings.Counties,cities and junior college districts.Enter 2022 total taxable value of homesteads with tax ceilings.these Include the homesteads of homeowners dye 65 or older or disabled.Other taxing wilts enter 0.If your taxing wilt adopted the tax ceiling provision in 2022 or a prior year for homeowners age 65 or older or disabled,use this step.' $ 0 3. Preliminary 2022 adjusted taxable value.Subtract Line 2 from Line 1. $ 6,566,742,659 4. 2022 total adopted tax rate. $ 0.694321 1$100 5. 2022 taxable value lost because court appeals of ARB decisions reduced 2022 appraised value. A. Original 2022 ARB values: S 21,084,000 19,075,000 B. 2022 values resulting from final court decisions: -$ C. 2022 value loss.Subtract B from A.3 $ 2,009,000 6. 2022 taxable value subject to an appeal under Chapter 42,as of July 25. A. 2022 ARB certified value. S 0 B. 2022 disputed value. -$ 0 C, 2022 undisputed value.Subtract B from A.4 $ 0 7. 2022 Chapter 42 related adjusted values.Add Line SC and Line 6C. $ 2,009,000 'Tex.Tax Code§26.012(14) 'Tex.Tax Code§26.012(14) 'Tex.Tax Code§26.012(13) `Tex Tax Code§26.012(13) _ 391 _ Form developed by:Texas Comptroller of Public Accounts,Property Tax Assistance Division For additional copies,visit:comptroller.texas.govftaxeslproperty-tax 50-856.6-23110 �20237 xa RateCalcufationWorksheet��axtng:ElmtsOthe�fiiiranSthoolDistrictsorWater,Districts - ,,,�s_��a ,��x�. �. ru.> ;.�.0��_ ,��, �� 8. 2022 taxable value,adjusted for actual and potential court-ordered adjustments.Add Line 3 and Line 7. $ 6,568,751,659 9. 2022 taxable value of property in territory the taxing unit deannexed after Jan.1,2022.Enter the 2022 value of property in deannexed territory.5 0 10. 2022 taxable value lost because property first qualified for an exemption in 2023.If the taxing unit increased an original exemption,use the difference between the original exempted amount and the increased exempted amount.Do not include value lost due to freeport,goods- in-transit,temporary disaster exemptions.Note that lowering the amount or percentage of an existing exemption in 2023 does not create a new exemption or reduce taxable value. 1,4'16,309 A. Absolute exemptions.Use 2022 market value. B. Partial exemptions.2023 exemption amount or 2023 percentage exemption 22,794,487 times 2022 value: +$ C. Value loss.Add A and 6.6 $ 24,229,776 11. 2022 taxable value lost because property first qualified for agricultural appraisal(1-d or 1-d-1),timber appraisal,recreational/scenic appraisal or public access airport special appraisal In 2021.. lice only properties that qualified In 20211 for the first done,do not use proper- ties that qualified In 2022. 104,313 A. 2022 market value: $ B. 2023 productivity or special appraised value: -S 2'515 C. Value loss.Subtract B from A. $ 101,798 12. Total adjustments fur lust value.Acid Lines 9,10C and 11C. , 24,331,574 13. 2022 captured value of property In a TIF.Enter the total value of 2022 captured appraised value of property taxable by a taxing unit in a tax increment financing zone for which 2022 taxes were deposited into the tax increment fund.elf the taxing unit has no captured appraised value in line 18D,enter 0. $ 103,710,705 14. 2022 total value.Subtract Line 12 and Line 13 from Line 8. $ 6,440,709,380 15. Adjusted 2022 total levy.Multiply Line 4 by Line 14 and divide by$100. S 44,719,197 16. Taxes refunded for years preceding tax year 2022. niter the amount.of taxes refunded by the taxing unit for tax years preceding tax year 2022.Types of refunds include court decisions,Tax Code Section 25.25(b)and(c)corrections and Tax Code Section 31.11 payment errors.Do not include refunds for tax year 2022.This line applies only to tax years preceding tax year 2022.' $ 93,498 17. Adjusted 2022 levy with refunds and TIF adjustment.Add Lines 15 and 16.10 44,812,695 18. Total 2023 taxable value on the 2023 certified appraisal roll today.This value Includes only certified values or certified estimate of values and includes the total taxable value of homesteads with tax ceilings(will deduct in Line 20).These homesteads include homeowners age 65 or older or disabled." 7,219,792,277 A. Certified values: B. Counties:Include railroad rolling stock values certified by the Comptroller's office: +$ C. Pollution control and energy storage system exemption:Deduct the value of property exempted 0 for the current tax year for the first time as pollution control or energy storage system property. -$ D. Tax increment financing:Deduct the 2023 captured appraised value of property taxable by a taxing unit in a tax increment financing zone for which the 2023 taxes will be deposited Into the tax increment 120,356,178 fund.Do not include any new property value that will be included in Line 23 below.' -$ _ E. Total 2023 value.Add A and 8,then subtract C and D. $ 7,099,436,099 Tex.Tax Code§26.012115) `Tex.Tax Code 426.012(15) Tex.Tax Code§26.012(15) 'Tex.Tax Code§26.03(c) 'Tex.Tax Code 426.012(13) 10 Tex.Tax Code§26.012(13) o Tex.Tax Code§26.012,26.04(c-21 "Tex.Tax Code§26.03(c) 392 For additional copies,visit:cornptroiler.texas.gov/taxes/property-tax Page 2 2023 Yax,Rafe Caldulat[oi,Wor sheet Taxing Units OtherThan School Dism taCY or Water;Difrlcts worm 50856:j 19. Total value of properties under protest or not included on certified appraisal roll." A. 2023 taxable value of properties under protest.The chief appraiser certifies a list of properties still • under ARB protest The list shows the appraisal district's value and the taxpayers claimed value,if any, or an estimate of the value if the taxpayer wins.For each of the properties under protest,use the lowest 0 of these values.Enter the total value under protest." $ B. 2023 value of properties not under protest or included on certified appraisal roll.The chief appraiser gives taxing units a list of those taxable properties that the chief appraiser knows about but are not included in the appraisal roll certification.These properties also are not on the list of properties that arc still under protest..On this list of properties,the thief appraiser includes the market value, appraised value and exemptions for the preceding year end a reasonable estimate of the market value, appraised value and exemptions for the current year.Use the lower market,appraised or taxable value 0 (as appropriate).Enter tire total value of property not on the certified roll." I $ C. total value under protest or not certified.Add A and B. 4 0 20. 2023 tax ceilings.Counties,cities and junior colleges enter 2023 total taxable value of homesteads with tax ceilings.I hese Include the home steads of homeowners age 65 or older or disabled.Other taxing units enter 0,it your taxing unit adopted lire tax telling provision in 2022 or a prior year for homeowners age 65 or older or disabled,use this step.1° $ 0 21. 2023 total taxable value.Add Lines 18F and 1 qC Subtract tine 20." $ 7,099,436,099 22. Total 2023 taxable value of properties in territory annexed after Jan.1,2022.Include both real and personal property.Enter the 2023 value of property In territory annexed.'8 0 $ 23. Total 2023 taxable value of new improvements and new personal property located in new improvements.New means the item was not on the appraisal roll in 2022.An improvement is a building,structure,fixture or fence erected on or affixed to land.New additions to exist- ing Improvements maybe Included if the appraised value can be determined.New personal properly in a new improvement.must have been brought into the taxing unit after Jan,1,2022 and be located In a new improvement.New improvements do include property on which a tax abatement agreement has expired for 2023.19 $ 94,267,264 24. Total adjustments to the 2023 taxable value.Add Lines 22 and 23. $ 94,267,264 25. Adjusted 2023 taxable value.Subtract Line 24 from Line 21. $ 7,005,168,835 26. 2023 NNR tax rate.Divide Line 1/by Line 25 and multiply by S100.:4 $ 0.639700 /S Rio 27. COUNTIES ONLY.Add together the NNR tax rates for each type of tax the county levies.The total is the 2023 county NNR tax rate.11 $ Moo SECTION 2:Voter-Approval Tax Rate The voter-approval tax rate is the highest tax rate that a taxing unit may adopt without holding an election to seek voter approval of the rate.The voter-approval tax rate is split into two separate rates: 1. Maintenance and Operations(M&0)Tax Rate:The M&O portion is the tax rate that is needed to raise the same amount of taxes that the taxing unit levied in the prior year plus the applicable percentage allowed by law.This rate accounts for such things as salaries,utilities and day-to-day operations. 2. Debt Rate:The debt rate includes the debt service necessary to pay the taxing unit's debt payments in the coming year.This rate accounts for principal and interest on bonds and other debt secured by property tax revenue. The voter-approval tax rate for a county is the sum of the voter-approval tax rates calculated for each type of tax the county levies.In most cases the voter-approval tax rate exceeds the no-new-revenue tax rate,but occasionally decreases in a taxing unit's debt service will cause the NNR tax rate to be higher than the voter-approval tax rate. 28. 2022 M&O tax rate.Enter the 2022 M&O tax rate. $ 0.661579 /4100 29. 2022 taxable value,adjusted for actual and potential court-ordered adjustments.Enter the amount in Line 8 of the No-New-Revenue Tax Rate Worksheet. $ 6,568,751,659 'S Tex,Tax Code 426.01(r)and(d) '*Tex.Tax Code 426.01(c) S Tex.Tax Code§26.01(d) 16 Tex.Tax Code§26.012(6)(B) "Tex.Tax Code§26.012(6) "TexTax Code§26.012117) 19 TexTax Code§26.012117) 10 TexTax Code§26.04(c) "TexTax Code§26.04(d) 393 For additional copies,visit:comptroller.texas.gov/taxes/property-tax Page 3 2423 Tax Rate�CalculaYl0nWorksheet mTaxrng Unit;sOtllerThan Si hoot 0lstricts orW tei'DistrictscaMVISVZ. ,` (3::iForm 50 856 r.�x� Y" .rja 30. Total 2022 M&0 levy.Multiply Line 28 by Line 29 and divide by$100 $ 43,457,481 31. Adjusted 2022 Levy for calculating NNR M&O rate. A. M&O taxes refunded for years preceding tax year 2022.Enter the amount of M&0 taxes refunded in the preceding year for taxes before that year.Types of refunds include court decisions, Tax Code Section 25.25(b)and(c)corrections and Tax Code Section 31.11 payment errors.Do not 89,170 include refunds for tax year 2022.This line applies only to tax years preceding tax year 2022 +$ B. 2022 taxes in TIF.Enter the amount of taxes paid into the tax increment fund for a reinvestment zone as agreed by the taxing unit.If the taxing unit has no 2023 captured appraised value in 466 0/6 Line 18D,enter 0 —$ C. 2022 transferred function.If discontinuing all of a department,function or activity and transferring it to another taxing unit by written contract,enter the amount spent by the taxing unit discontinuing the function in the 12 months preceding the month of this calculation.If the taxing unit did not operate this function for tills 12 month parted,use sire amount spent in Llre last full fiscal year In which the taxing unit operated the function.The taxing wilt discontinuing the function will subtract this amount In D below.The taxing unit receiving the function will add this amount in 0 it below Other faxing units enter 0. +I # D. 2022 M&O levy adjustments.Subtract B from A.For taxing unit with C,subtract if -378,906 discontinuing function and add If receiving function 5 E. Add Line 30 to 31 D. $ 43,070,575 32. Adjusted 2023 taxable value.Enter the amount in Line 25 of the No-New-Revenue Tax Rate Worksheet. $ 7,005,168,835 33. 2023 NNR M&O rate(unadjusted).Divide Line 31 E by Line 32 and multiply by$100. $ 0.614954 /5100 34. Rate adjustment for state criminal justice mandate." If not applicable or less than zero,enter 0. A. 2023 state criminal justice mandate.Enter the amount spent by a county in the previous 12 months providing for the maintenance and operation cost of keeping inmates in county-paid facilities after they 0 have been sentenced.Do not include any state reimbursement received by the county for the same purpose. $ B. 2022 slate criminal justice mandate.Enter the amount spent by a county In the 12 months prior to the previous 12 months providing for the maintenance and operation cost of keeping inmates in county-paid facilities after they have been sentenced.Do not Include any state reimbursement received 0 by the county for the same purpose.Enter zero If this Is the first time the mandate applies —$ C. Subtract B from A and divide by Line 32 and multiply by$100. $ 0 /$100 D. Enter the rate calculated in C.If not applicable,enter 0. $ 0 /$to0 35. Rate adjustment for indigent health care expenditures.=" If not applicable or less than zero,enter 0. A. 2023 Indigent health care expenditures.Enter the amount paid by a taxing unit providing for the maintenance and operation cost of providing indigent health care for the period beginning on 0 July 1,2022 and ending on June 30,2023,less any state assistance received for the same purpose. $ B. 2022 indigent health care expenditures.Enter the amount paid by a taxing unit providing for the maintenance and operation cost of providing Indigent health care for the period beginning on July 1,2021 and ending on June 30,2022,less any state assistance received 0 for the same purpose. --$ C. Subtract B from A and divide by Line 32 and multiply by$100 $ 0 /$100 D. Enter the rate calculated in C.If not applicable,enter O. $ 0 /Stoo "[Reserved for expansion] "Tex Tax Code 526.044 "Tex Tax Code 425.0441 394 For additional copies,visit:comptroller.texas.gov/taxes/property-tax Page 4 2023 aTaT i ateCalculatEon rksheet fax[ng;Un[tsOt}►erTEianSihoolDistr[cYs:orWa3erDi'stricfs a Forrn50=856:z ., `^ "vw. 'i✓ � 5,...Ft ..S`., ✓ x , 36. Rate adjustment for county indigent defense compensation.ss If not applicable or less than zero,enter 0. A. 2023 Indigent defense compensation expenditures.Enter the amount paid by a county to provide appointed counsel for indigent Individuals and fund the operations of a public defender's office under Article 26.044,Code of Criminal Procedure for the period beginning on July 1,2022 and ending on 0 June 30,2023,less any state grants received by the county for the same purpose S B. 2022 indigent defense compensation expenditures.Enter the amount paid by a county to provide appointed counsel for indigent Individuals and fund the operations of a public defender's office under Article 26044,Code of Criminal Procedure for the period beginning on July 1,2021 and ending on 0 June 30,2022,less any state grants received by the county for the same purpose $ C. Subtract B from A and divide by Line 32 and multiply by$100 S 0 /$100 D. Multiply B by 0.05 and divide by Line 32 and multiply by$100. 5 O . /5100 F. Enter the lesser of( and U.If not applicable,enter 0. 5 0 it i o0 37_ Rate adjustment for county hospital expenditures.36 if not applicable or less than zero,enter 0. A. 2023 eligible county hospital expenditures.Enter the amount paid by the county or municipality to maintain and operate an eligible county hospital for the period beginning on July 1,2022 and 0 ending on June 30,2023. $ B. 2022 eligible county hospital expenditures.Enter the amount paid by the county or municipality to maintain and operate an eligible county hospital for the period beginning on July 1,2021 and 0 ending on June 30,2022, $ C. Subtract B from A and divide by Line 32 and multiply by$100 $ 0 /$loe D. Multiply B by 0.08 and divide by Line 32 and multiply by$100. $ 0 /Sloe E. Enter the lesser of C and D,if applicable.If not applicable,enter O. $ 0 /$100 38. Rate adjustment for defunding municipality.This adjustment only applies to a municipality that is considered to be a defunding municipal- ity for the current tax year under Chapter 109,Local Government Code.Chapter 109,Local Government Code only applies to municipalities with a population of more than 250,000 and includes a written determination by the Office of the Governor.SeeTax Code Section 26.0444 for more Information. A. Amount appropriated for public safety In 2022.Enter the amount of money appropriated for public safety in the budget adopted by the municipality for the preceding fiscal year S 0 B. Expenditures for public safety in 2022.Enter the amount of money spent by the municipality for public 0 safety during the preceding fiscal year C. Subtract B from A and divide by Line 32 and multiply by$100 $ 0 /$100 D. Enter the rate calculated in C.If not applicable,enter 0. 0 /5100 39. Adjusted 2023 NNR M&O rate.Add Lines 33,340,35D,36E,and 37E.Subtract Line 38D. $ 0.614054 /5100 40. Adjustment for 2022 sates tax specifically to reduce property taxes.Cities,counties and hospital districts that collected and spent addi- tional sales tax on M&O expenses in 2022 should complete this line.These entities will deduct the sales tax gain rate for 2023 in Section 3.Other taxing units,enter zero. A. Enter the amount of additional sales tax collected and spent on M&O expenses in 2022,if any. Counties must exclude any amount that was spent for economic development grants from the amount 10,866./96 of sales tax spent $ B. Divide Line 40A by Line 32 and multiply by$100 $ 0.147987 rsioo C. Add Line 408 to Line 39. $ 0.762941 iSioo 41. 2023 voter-approval M&0 rate.Enter the rate as calculated by the appropriate scenario below. $ 0.789643 /S1oo Special Taxing Unit.If the taxing unit qualifies as a special taxing unit,multiply Line 40C by 1.08. -or- Other Taxing Unit.If the taxing unit does not qualify as a special taxing unit,multiply Line 40C by 1.035. ss Tex.Tax Code§26.0442 a Tex.Tax Code§26,0443 3 95 For additional copies,visit:comptrolier.texas.gov/taxes/property-tax Page 5 2023TazR- teC alrultronWoshet TaxnUnts4theanSchpolDistctsoWater s FOrm 5045-1 D41. Disaster Line 41(D41):2023 voter-approval M&O rate for taxing unit affected by disaster declaration.If the taxing unit is located in an area declared a disaster area and at least one person is granted an exemption under Tax Code Section 11.35 for property located in the taxing unit,the governing body may direct the person calculating the voter-approval tax rate to calculate In the mariner provided for a special taxing unit.The taxing unit shall continue to calculate the voter-approval tax rate in this manner until the earlier of 1)the first year in which total taxable value on the certified appraisal roll exceeds the total taxable value of the tax year in which the disaster occurred,or 2)the third tax year after the tax year in which the disaster occurred If the taxing unit qualifies under this scenario,multiply Line 40C by 1.08.27 If the taxing unit does not qualify,do not complete Disaster Line 41(Line D41), $ 0 !$100 42. Total 2023 debt to be paid with property taxes and additional sales tax revenue.Debt means the interest and principal that will be paid on debts that: (1) are paid by property taxes, (2) are secured by property taxes, (3) are scheduled for payment over a period longer than one year.and (4) are not classified In the taxing unit's budget 05 Misfi expenses. A. Debt dlso Includes eontiaetuul payments to other taxing units that have incurred debts on behalf of this taxing unit,If time debts meet tine four conditions above.Include only amounts that will be paid from properly tax revenue.Do not include appraisal district budget payments.If the governing body of a taxing unit authorized or agreed to authorize a bond,warrant,certificate of obligation,or other evidence of indebtedness on or after Sept.1,2021,verify if it meets the amended definition of debt before including it here." 5,712,811 Enter debt amount $ B. Subtract unencumbered fund amount used to reduce total debt. —$ 0 C. Subtract certified amount spent from sales tax to reduce debt(enter zero if none) —$ 0 3,562,812 D. Subtract amount paid from other resources —$ E. Adjusted debt.Subtract 8,C and D from A. $ 2,149,999 43. Certified 2022 excess debt collections.Enter the amount certified by the collector.xs $ 15,348 44. Adjusted 2023 debt.Subtract Line 43 from Line 42E. $ 2,134,651 45. 2023 anticipated collection rate. A. Enter the 2023 anticipated collection rate certified by the collector.70 (00.81 B. Enter the 2022 actual collection rate. 101.09 C. Enter the 2021 actual collection rate. 100.81 D. Enter the 2020 actual collection rate 101.69 E. If the anticipated collection rate in A is lower than actual collection rates in B,C and D,enter the lowest collection rate from 8,C and D.If the anticipated rate in A Is higher than at least one of the rates In the prior three years,enter the rate from A Note that the rate can be greater than 100%.31 100.81 46. 2023 debt adjusted for collections.Divide Line 44 by Line 45E. $ 2,117,499 47. 2023 total taxable value.Enter the amount on Line 21 of the No-New-Revenue Tax Rate Worksheet. $ 7,099,436,099 48. 2023 debt rate.Divide Line 46 by Line 47 and multiply by$100. $ 0.029826 !$1 on 49. 2023 voter-approval tax rate.Add Lines 41 and 48. $ 0.819469 1Stoo D49. Disaster Line 49(D49):2023 voter-approval tax rate for taxing unit affected by disaster declaration.Complete this line if the taxing unit calculated the voter-approval tax rate in the manner provided for a special taxing unit on Line D41. Add Line D41 and 48. $ !$too "Tex.Tax Code§26.042(a) "Tex-Tax Code§26.012(7) "Tex-Tax Code§26.012(10)and 26.04(b) 10 Tex.TaxCode§26.04(b) "Tex Tax Code§§26.04(h),(h.))and(h-2) 396 For additional copies,visit:comptroller.texas.gov/taxesiproperty-tax Page 6 „� w r 7' . .moo-- -- 2023�TaxRateCalculoften°Worksheet, TaxingUniYsOther�ThanSchoof',Dis,Yrlcf;;or�WaterD.lstficts r .N ,�� .� �.;� �-Eorm50-856 � �� " .Y �....-.,.:.. . „ram. '"' ' .s^'A.4-`. !...$; ...,�^`r?�`..,..z: ;�'-'.^` `^" ..^��.��r�' .., ". = ,���...e..A... 50. COUNTIES ONLY.Add together the voter-approval tax rates for each type of tax the county levies.The total is the 2023 county voter-approval 0 tax rate. $ /$100 SECTION 3:NNRTax Rate and Voter-Approval Tax Rate Adjustments for Additional Sales Tax to Reduce Property Taxes Cities,counties and hospital districts may levy a sales tax specifically to reduce property taxes.Local voters by election must approve imposing or abolishing the additional sales tax.If approved,the taxing unit must reduce its NNR and voter-approval tax rates to offset the expected sales tax revenue. This section should only be completed by a county,city or hospital district that is required to adjust its NNR tax rate and/or voter-approval tax rate because it adopted the additional sales tax. _ �.: � �.^..::r ,..T����S ''y � • ��.... 3 , 51. Taxable Sales.for taxing units that adopted the sales tax in November 2022 or May 202S,enter the Comptroiler's estimate of taxable sales for the previous four quarters."Estimates of taxable sales may be obtained through the Comptroller's Allocation Historical Summary webpage. Taxing units that adopted the sales tax before November 2022,enter 0. $ 0 12. Cstirriated sales tax revenue.Counties exclude any amount that is or will be spent for economic development grants from the amount of esti- mated sales tax revenue." (axing units that adopted the sales tax In November 2022 or In May 202S.Multiply the amount un Line 5 I by Ilia sales tax rate COI, .005 or.0025,as applicable)and multiply the result by.95." -or- Taxing units that adopted the sales tax before November 2022.Enter the sales tax revenue for the previous four quarters.Do not multiply by.95. $ 10,415,240 53. 2023 total taxable value.Enter the amount from Line 21 of the No-New-Revenue Tax Rate Worksheet. $ 7,099,436,099 54. Sales tax adjustment rate.Divide Line 52 by Line 53 and multiply by$100. $ 0.140/00 /$100 55. 2023 NNR tax rate,unadjusted for sales tax."Enter the rate from Line 26 or 2/,as applicable,on the No-New-Revenue tux Rate Worksheet. $ O 65t.1708 /$100 56. 2023 NNR tax rate,adjusted for sales tax. Taxing units that adopted the sales tax in November 2022 or in May 2023.Subtract Line 54 from Line 55.Skip to Line 57 if you adopted the additional sales tax before November 2022. $ 0.639708 /$100 Si. 202.3 voter-approval tax rate,unadjusted for sales tax"Enter lho rato from Line 49,Line D49(disaster)or Line 50(cuuiitlet)es el Ipu t able, of the Voter-Approval lax Rate Worksheet. $ 0 819409 /$ian 58. 2023 voter-approval tax rate,adjusted for sales tax.Subtract Line 54 from Line 57. $ 0.672763 /$100 • SECTION 4:Voter-Approval Tax Rate Adjustment for Pollution Control A taxing unit may raise its rate for M&b funds used to pay for a facility,device or method for the control of air,water or land pollution.This Includes any land,structure,building, installation,excavation,machinery,equipment or device that is used,constructed,acquired or installed wholly or partly to meet or exceed pollution control requirements.The taxing unit's expenses are those necessary to meet the requirements of a permit issued by the Texas Commission on Environmental Quality(TCEQ).The taxing unit must provide the tax assessor with a copy of the TCEQ letter of determination that states the portion of the cost of the Installation for pollution control. This section should only be completed by a taxing unit that uses M&O funds to pay for a facility,device or method for the control of air,water or land pollution. J ��.. �°�,...;.:<. �a�, �tl �0fi-si41.11.•1�; d���.«.� 59. Certified expenses from the Texas Commission on Environmental Quality(TCEQ).Enter the amount certified in the determination letter from TCEQ."The taxing unit shall provide its tax assessor-collector with a copy of the letter.38 $ 0 60. 2023 total taxable value.Enter the amount from Line 21 of the No-New-Revenue Tax Rate Worksheet. $ 7,099,436,099 61. Additional rate for pollution control.Divide Line 59 by Line 60 and multiply by$100. $ 0 /$too 62. 2023 voter-approval tax rate,adjusted for pollution control.Add Line 61 to one of the following lines(as applicable):Line 49,Line D49 (disaster),Line 50(counties)or Line 58(taxing units with the additional sales tax). $ 0.672763 !Sloe Tex.Tax Code§26.041(d) "Tex.Tax Code§26.041(I) "Tex.Tax Code§26,041(d) "Tex.Tax Code§26.04(c) "Tom.Tax Code§26,04(ci "Tex Tax Code§26.045(d) 1°Tex Tax Code§26.0450) 397 Fnr arirlitinnal rnnipc vita-cmmntrnliertexas_aov/taxes/oroaerty-tax Page 7 3023 Tax Rate Calculation Worksfteet T g Untts 0#hei; an School Distiicts or 1M1iater,Distrlcts '" Forrti SU°856- SECTION S:Voter-Approval Tax Rate'Adjustment for Unused Increment Rate The unused increment rate is the rate equal to the difference between the adopted tax rate and voter-approval tax rate adjusted to remove the unused Increment rate for the prior three years.39 In a year where a taxing unit adopts a rate by applying any portion of the unused increment rate,the portion of the unused increment rate must be backed out of the calculation for that year. The difference between the adopted tax rate and adjusted voter-approval tax rate Is considered zero In the following scenarios: • a tax year before 2020;40 • a tax year in which the municipality is a defunding municipality,as defined by Tax Code Section 26.0501(a);41 or - after Jan.1,2022,a tax year In which the comptroller determines that the county implemented a budget reduction or reallocation described by Local Government Code Section 120.002(a)without the required voter approval.42 Individual components can he negative,but the overall rate would be the greater of zero or the calculated rate. This section should only be completed by a taxing unit that does not meet the definition of a special taxing unit.43 63. Year 3 component.Subtract the 2022 actual tax rate and the 2022 unused Increment rate from the 2022 voter-approval lax rate. A. Voter-approval tax rate(Line 67) $ 0.719691 /5100 B. Unused Increment rate(Line 66) $ 0.013120 /$100 C, Subtract B from A. $ 0.706668 /51a0 D. Adopted Tax Rate $ 0.694321 !$too E. Subtract D from C S 0.012247 /5100 64. Year 2 component.SuLttrac t the 2021 acaual tax rate arid the 2021 unused Increment rate from the 2021 voter approval tax rate. A. Voter-approval tax rate(Line 67) $ 0.760928 /$10o B. Unused increment rate(Line 66) $ 0.O13129 /S100 0.747799 !$10fl C. Subtract B from A. S. D. Adopted Tax Rate $0.760928 /$100 E. Subtract D from C $ -0.013129 /$100 65. Year 1 component.Subtract(lie 2020 actual lax rate and the 2020 unused Increment rate from the 2020 voter-approval tax rate. A. Voter-approval tax rate(Line 65) $ 0.776452 /$100 B. Unused increment rate(Line 64) S 0.000000 /$100 C. Subtract B from A. S 0.776452 /$100 D. Adopted Tax Rate $ 0'763323 /$100 0013120 /$100 E. Subtract D from C $ '.: .. 66. 2023 unused increment rate.Add Lines 63E,64E and 65E. $ 0.01z24/ /$100 67. Total 2023 voter-approval tax rate,including the unused increment rate.Add Line 66 to one of the following lines(as applicable):Line 49, Line D49(disaster),Line 50(counties),Line 58(taxing units with the additional sales tax)or Line 62(taxing units with pollution control). $ 0.685010 !$100 '9 TexTax Code§26.013(a) 10 Tex.Tax Code§26.013(ci Tee.Tax Cade§426.0501(a)and(ci a Tex.Local Gov't Code§120.007{di,effective Jan.1,2022 TeX.Tax Code§26.063{a)(1) 'Tex Tax Code 426.01203-a) 398 'a Tex.Tax Code§26.0631a)(1) Feat arlrlitinnal rnniac_visit.rmmntrnllar.texas-env/taxes/nronerty-tax Pace 8 �2023 Tax Ra et Calculation Warksheet' Taxrng Utits_Oth rThanScfioolDistiEcts:ar WaYer�Qisti�cts, � v�,Form,�5fl�856$ SECTION 6;De`Minimis Rate The de minimis rate is the rate equal to the sum of the no-new-revenue maintenance and operations rate,the rate that will raise$500,000,and the current debt rate for a taxing unit." This section should only be completed by a taxing unit that is a municipality of less than 30,000 or a taxing unit that does riot meet the definition of a special taxing unit"5 68. Adjusted 2023 NNR M&0 tax rate.Enter the rate from Line 39 of the Voter-Approval Tax Rate Worksheet $ 0.614954 I$100 69. 2023 total taxable value.Enter the amount on Line 21 of the No-New-Revenue Tax Rate Worksheet. $ 7,099,436,099 70. Rate necessa y to impose$500,000 in taxes.Divide 5500,000 by Line 69 and multiply by$100. = 0.007042 /$roo 71. 2023 debt rate.Enter the rate from Line 48 of the Voter-Approval Tax Rate Worksheet $ 0.029826 /$100 72. De tnlnlirds rate.Add Lines 68,70 and 71. $ 0 000000 i$100 SECTION 7 Voter Approval lax Rate Adjustment for Emergency Revenue Rate In lire lax year after the end of ilie disaster calculation Lime period detailed in fax Code Section 26.042(a),a taxing unit that calculated Its voter approval tax rate In the manner provided for a special taxing unit due to a disaster must calculate its emergency revenue rate and reduce its voter-approval tax rate for that year." Similarly,if a taxing unit adopted a tax rate that exceeded its voter-approval tax rate,calculated normally,without holding an election to respond to a disaster,as allowed by Tax Code Section 26.042(d),in the prior year,it must also reduce its voter-approval tax rate for the current tax year." This section will apply to a taxing unit other than a special taxing unit that: • directed the designated officer or employee to calculate the voter-approval tax rate of the taxing unit in the manner provided for a special taxing unit in the prior year;and tho currant year Is tho first tax year In which the total taxable value of property taxable by the taxing unit as drown on the appraisal roll for the taxing twit submitted by the assessor for the taxing unit to the governing body exceeds the total taxable value of property taxable by the taxing unit on January I of the tax year In which the disaster occurred or the disaster occurred four years ago.[his section will apply to a taxing unit In a disaster area that adopted a tax rate greater than Its voter-approval tax rate without IruldEng all election In the prior year. Note:This section does not apply if a taxing unit is continuing to calculate Its voter-approval tax rate in the manner provided for a special taxing unit because it is still within the disaster calculation time period detailed in Tax Code Section 26.042(a)because it has not met the conditions in Tax Code Section 26.042(a)(1)or(2). 73. 2022 adopted tax rate.Enter the rate in Line 4 of the No-New-Revenue Tax Rate Worksheet $ 0.694321 /$100 74. Adjusted 2022 voter-approval tax rate.Use the taxing unit's lax Rate Calculation Worksheets from the prior year(s)to complete this line. ff a disaster occurred in 2022 and the taxing unit calculated its 2022 voter-approval tax rate using a multiplier of 1.08 on Disaster Line 41 (D41) of the 2022 worksheet due to a disaster,complete the applicable sections or lines of Form 50-856-a,Adjusted Voter-Approval Tax Rate for Taxing Units in Disaster Area Calculation Worksheet. -or- If a disaster occurred prior to 2022 for which the taxing unit continued to calculate Its voter-approval tax rate using a multiplier of 1.08 on $ 0 /$10o Disaster Line 41(D41)In 2022,complete the separate Adjusted Voter Approval Tax Rate for Taxing Units in Disaster Area Calculation Worksheet to recalculate the voter-approval tax rate the taxing unit would have calculated In 2022 if it had generated revenue based on an adopted tax rate using a multiplier of 1.035 in the year(s)following the disaster.' Enter the final adjusted 2022 voter-approval tax rate horn the worksheet. -or- If the taxing unit adopted a tax rate above the 2022 voter-approval tax rate without calculating a disaster tax rate or holding an election due to a disaster,no recalculation is necessary.Enter the voter-approval tax rate from the prior year's worksheet. 75. Increase in 2022 tax rate due to disaster.Subtract Line 74 from Line 73. $ 0 /$]oo 76. Adjusted 2022 taxable value.Enter the amount in Line 14 of the No-New-Revenue Tax Rate Worksheet. $ 6,440,709,380 77. Emergency revenue.Multiply Line 75 by Line 76 and divide by$100. $ 0 78. Adjusted 2023 taxable value.Enter the amount in Line 25 of the No-New-Revenue Tax Rate Worksheet. $ 7,005,168,835 79. Emergency revenue rate.Divide Line 77 by Line 78 and multiply by$100."9 $ 0 /$100 Tex.Tax Code§26.042(b) Tex.Tax Code 426.042(11 u Tex Tax Code§26.042(c) 399 "Tex.Tax Code§26.042(b) n. Fnr�rrrritinr, l ennina tacit.rmmntrnllartayacnnvrrayacrnrnnarty-toy Pane 9 2023 Tax Rate Calculation Worksheet—Taxing Units Other Than School Districts or Water Districts ,,,,r,�, , , tni 507856NIL :: p c 1 cw^ �,'rr .FrA r w' �V:y F"a a• a�w.r s, «w s w � n 'yr4 ry) s '.a are• 9x d � } 4ti $1rP�{�e`.R1t Orksheee mat ' 1uw14uri 80. 2023 voter-approval tax rate,adjusted for emergency revenue.Subtract Line 79 from one of the following lines(as applicable):Line 49, Line D49(disaster),Line 50(counties),Line 58(taxing units with the additional sales tax),Line 62(taxing units with pollution control)or Line 67 (taxing units with the unused increment rate). $0.685010 /5100 SECTION S:Total Tax Rate Indicate the applicable total tax rates as calculated above. No-new-revenue tax rate. $ 0.639708 moo As applic able,(+Mei the 202.3 NNR ta late from Line 26,Line 2/(counties),or Line 56(adjusted for sales tax). indicate the line number used: 26 Voter-approval tax rate 0.005010 /$1ne As applicable,enter the 2023 voter-approval tax late from:Line 49,Line D49(disaster),Line SO(counties),Line 58(adjusted for sales tax), line 6?(adjusted for pollution control),l ine 67(adjusted for unused increment),or Line 80(adjusted for emergency revenue). Indicate the line number used.t7 De minlmis rate $ 0.000000 /$100 If applicable,enter the 2023 de minimis rate from Line 72 SECTION 9:Taxing Unit Representative Name and Signature Enter the name of the person preparing the tax rate as authorized by the governing body of the taxing unit,By signing below,you certify that you are the designated officer or employee of the taxing unit and have accurately calculated the lax rates using values that are the same as the values shown in the taxing unit's certified appraisal roll or certified estimate of taxable value i - ordance with requirements in the Tax Code.59 print here l... •rinted Nam- • Taxing ll -presentativ sig -9/g2 here It. .resentatr Date 5°Tex.The Code§§26.04(c-2)and(d-2) 400 4 YidX,,. .11,11.15..1,./10,h51.61, AMI#3iai:1.6ms1.4ealkL un1.1kweaYvYG6ti6'r%'4 �• ' �4.2AY:tCA...+-TeXMLaL:Y1�:.-:._:i..1..... •":'S .. ..._I _ .,,. .. �, _.... Dzri, to Times Record News PART OF THE USA TODAY NETWORK PROOF OF PUBLICATION CITY OF WICHITA FALLS PO BOX 1431 WICHITA FALLS,TX 76307 ATTN MARIE BALTHROP STATE OF WISCONSIN,COUNTY OF BROWN: On this AUGUST 25TH, 2023 AD, personally appeared before me the undersigned authority for the Times Publishing Company of Wichita Falls, publishers of the Wichita Falls in Wichita County, Texas, and of general circulation in said county,and upon being duly sworn by me, on oath states that the attached advertisement is a true and correct copy of advertising published in day (1) issues hereof on the following date: AUGUST 25TH,2023 Subscribed and sworn to before me on August 25th,2023 Legal Clerk (j { UMM Notary Public,State of Wisconsin,County of Brown My commission expires MARIAH VERHAGEN Notary Public State of Wisconsin Publication Cost:$1,627.60 Ad No:GCI1098128 Customer No:316837 PO#:PUBLIC NOTICE NOTICE OF PUBLIC HEARING ON TAX INCREASE A tax rate of$0.680000 per$100 valuation has been proposed by the governing body of City of Wichita Falls. PROPOSED TAX RATE $0.680000 per$100 NO-NEW-REVENUE TAX RATE $0.639708 per$100 VOTER-APPROVAL TAX RATE $0.685010 per$100 The no-new-revenue tax rate is the tax rate for the 2023 tax year that will raise the same amount of property tax revenue for City of Wichita Falls from the same properties in both the 2022 tax year and the 2023 tax year. The voter-approval rate is the highest tax rate that City of Wichita Falls may adopt without holding an election to seek voter approval of the rate. The proposed tax rate is greater than the no-new-revenue tax rate.This means that City of Wichita Falls is proposing to increase property taxes for the 2023 tax year. A PUBLIC HEARING ON THE PROPOSED TAX RATE WILL BE HELD ON September 5,2023 AT 8:30 AM AT 1300 7th Street,Wichita Falls,Texas 76301. The proposed tax rate is not greater than the voter-approval tax rate.As a result,City of Wichita Falls is not required to hold an election at which voters may accept or reject the proposed tax rate.However,you may express your support for or opposition to the proposed tax rate by contacting the members of the Wichita Falls City Council of City of Wichita Falls at their offices or by attending the public hearing mentioned above. YOUR TAXES OWED UNDER ANY OF THE RATES MENTIONED ABOVE CAN BE CALCULATED AS FOLLOWS: Property tax amount=(tax rate)x(taxable value of your property)/100 FOR the proposal: AGAINST the proposal: PRESENT and not voting: ABSENT: Visit Texas.gov/PropertyTaxes to find a link to your local property tax database on which you can easily access information regarding your property taxes,including information about proposed tax rates and scheduled public hearings of each entity that taxes your property. The 86th Texas Legislature modified the manner in which the voter-approval tax rate is calculated to limit the rate of growth of property taxes in the state. The following table compares the taxes imposed on the average residence homestead by City of Wichita Falls last year to the taxes proposed to be imposed on the average residence homestead by City of Wichita Falls this year. 2022 2023 Change Total tax rate(per $0.694321 $0.680000 decrease of-0.014321,or $100 of value) -2.06% Average homestead $146,241 $167,461 increase of 21,220,or taxable value 14.51% Tax on average $1,015.38 $1,138.73 increase of 123.35,or homestead 12.15% Total tax levy on all $44,981,635 $48,276,165 increase of 3,294,530,or properties 7.32% For assistance with tax calculations,please contact the tax assessor for City of Wichita Falls at 940-766-8200 or,or visit https://wichitatax.com. for more information. WI-GC1,099129.01 Times Record News PART OF THE USA TODAY NETWORK PROOF OF PUBLICATION CITY OF WICHITA FALL S City of Wichita Falls P 0 BOX 1431 Notice of Public Hearing Notice is hereby given that WICHITA FALLS, TX 76307 the City of Wichita Falls City Council will conduct a public hearing on the proposed Fis- cal Year 2023-2024 Annual Budget at a regular meeting STATE OF WISCONSIN,COUNTY OF BROWN on August 15,2023,at 8:30 a.m. in the City Council Chambers located at 1300 7th On this August 4,2023 AD, personally appeared before me street,Wichita Falls,TX. the undersigned authorityfor the Times PublishingThis budget y willtraxes ste more 9 total property taxes than last Company of Wichita Falls, publishers of the Wichita Falls in year's budget by$3,009,327 n- Wichita County,Texas, and ofgeneral circulation in said which is a 6.of67 that percentm u ty crease,and of amount county,and upon being duly sworn by me,on oath states $491,902 is tax revenue to be rathat the attached advertisement is a true and correct copy of added from taxew roll sy added to the tax this advertising published in day(1)issues hereof on the year. followingissue dates: The public is encouraged to attend the public hearing, and will be given an opportu- 08/04/2023 nity to be heard on any item contained in the proposed budget. Wheelchair or handi- capped accessibility to the meeting is possible by using Subscribed and sworn to ben August 4,2023 thehandicapped parking spaces and ramp located off the east parking lot on the 6th Street entrance nearest the Legal Clerk Council chambers. There are additional handicapped park- c4ttiel ing spaces and ramp on 7th Street at the main building entrance. Interpreters or any other special needs will Notary Public,State of WI, County of Vwn questing a be provided d special service with at least 24-hour notice. ^� Please call the CityClerk's I Office at 761-7409 for r assis- tance.Wireless Listening Sys- My commission expires I tern devices are available at the City Manager's reception area or you may call 761-7404 for inquiries. A copy of the proposed budg- et is available for viewing during normal business hours at the City Clerk's Office, VICKY FELTY 13007th Street, Room 104, and is also located on the Notary Public City's website at www.wichitafallstx.gov..,. State of Wisconsin Publication Cost: $314.14 Ad No: 0005787532 Customer No: 1237516 PO#: 0005787532 #of Affidavits 1 This is not an invoice