August 13, Citizen Townhall Proposed City Budget Fiscal Year

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Curtis Neal
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1 August 13, 2018 Citizen Townhall Proposed City Budget Fiscal Year

2 General Fund Budget Summary

3 Example Tax Bills by Jurisdiction Comal County Residents Entity Tax Rate Estimated Tax % Fair Oaks Ranch $1,775 18% Comal County $1,733 17% Boerne ISD $6,554 65% $9, % Comal County Residents Entity Tax Rate Estimated Tax % Fair Oaks Ranch $1,775 17% Comal County $1,733 17% Comal ISD $6,728 66% $9, % Kendall County Residents Entity Tax Rate Estimated Tax % Fair Oaks Ranch $1,775 17% Kendall County $1,998 19% Boerne ISD $6,554 63% $10, % Bexar County Residents Entity Tax Rate Estimated Tax % Fair Oaks Ranch $1,775 15% Bexar County $3,614 30% Boerne ISD $6,554 55% $11, % * Based on Average Home Value of $484,049

4 Tax Increase and Impact Current Tax Rate is $ per $100 Proposed Increase of $ per $100 New Rate will be $ per $100 Effective Tax Rate is $ Rollback Tax Rate is $ Average Value of a FOR Home = $484,049 Impact of the $.0373 increase Annual = $181 Monthly = $15 * $181= $484,049 x $.0373/$100

5 Components of Property Tax Revenue Increase Annexations 9% New Properties 20% Tax Rate on Existing Properties 64% Appraisals on Existing Properties 7%

6 Drainage Plan (Budget) (Tax Rate) Sustainable Public Safety

8 What are we addressing in this budget?

9 How Texas Cities Generate Revenue Property taxes Sales Taxes Franchise Fees Permits and Fees Court Fines Interest Earnings Transfers from other Funds Other (user fees, amusement taxes, hotel occupancy taxes)

10 How FOR Generates Revenue Non-Residential Property Tax 7.3% Fines & Forfeitures 2.1% Building Permits 4.5% Animal Control 0.1% Interest 0.9% Other Fees 3.2% Miscellaneous 0.8% Franchise Fees, 8.8% Sales Tax 10.6% Residential Property Tax 61.8% Property taxes Sales Taxes Franchise Fees Permits and Fees Court Fines Interest Earnings Transfers from other Funds Other (Animal Control, Building Permits) Total Property Tax, 69.1%

11 Revenue Portfolio Comparison Fair Oaks Ranch Boerne Other Fees, 3.2% Building Permits, 4.5% Interest, 0.9% Miscellaneous, 0.8% Fines & Forfeitures, 2.1% Animal Control, 0.1% Library, Parks & Swimming, 4.0% Building Permits, 5.0% Miscellaneous, 1.6% Fines & Forfeitures, 1.6% Hotel Tax, 2.8% Interest, 0.8% Franchise Fees, 8.8% Sales Tax, 30.7% Franchise Fees, 11.8% Non-Residential Property Tax, 7.3% Sales Tax, 10.6% Residential Property Tax, 61.8% Grants & Donations, 12.1% Residential Property Tax, 16.79% Non-Residential Property Tax, 12.86% Total Property Tax, 69.1% Total Property Tax, 29.65%

12 Building Codes and Permits, 3% Capital Improvement, 4% City Secretary, 3% Where does it go? HR and Communications, 2% Municipal Court, 3% Equipment Replacement, 2% Mayor & Council, 0% Finance, 5% Non-Departmental & Shared, 7% Public Safety and Emergency, 39% City Administration, 7% Debt Service, 7% Maintenance, 8% Engineering and Planning, 10%

13 Municipal Tax Rate Truth in Taxation (Texas Property Tax Code) General Fund Maintenance and Operations (M&O) Rate - What it costs to Maintain and Operate City Functions Debt Service Interest and Sinking (I&S) Rate - Is set based on debt service payments M&O + I&S = Total Tax Rate (FOR Property Owner) Taxes are assessed on real property within the Jurisdiction Certified Assessed Value From Appraisal Districts Not the City FY Total FOR Assessed Value = $1,543,216,218 FY 18-19: $.01/100 Valuation of the Tax 98% collection = $151,235 FY Average Taxable Homestead = $484,049

14 Historical Tax Rate Distribution $0.80 $0.70 $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 $ Proposed 2019 General Fund M&O Debt Service I&S Total Tax Rate Proposed Year General Fund M&O Debt Service I&S Total Tax Rate

15 Historical Government Fund Reserve Amounts 4,500,000 4,000,000 3,500,000 3,000,000 2,500,000 2,000,000 1,500,000 1,000,000 Purchased Annex Building Built Public Safety Bldg 500,

16 Property Tax Rates Compared to Boerne $0.51 $0.48 $0.45 $0.42 $0.39 $0.36 $0.33 $0.30 $0.27 $0.24 $0.21 $0.18 $0.15 $ Boerne Fair Oaks Ranch

17 Property Tax Rates Compared to Surrounding Cities Alamo Heights Balcones Heights Boerne Cibolo San Antonio Live Oak Olmos Park Shavano Park Hollywood Park Leon Valley Kerrville Marble Falls Fair Oaks Ranch Fair Oaks Ranch Proposed

18 What are we addressing in this budget..? Public Safety Responsible Growth Management Service Expectations and Mandates Financial Integrity and Sustainability Personnel 12 New Full-Time Equivalents Projects Internal Control Framework Complete Unified Development Code Stormwater Utility Feasibility Study Continuation of Financial Integrity Strategic Plan Equipment Replace aging IT components Replace aging Public Safety equipment Replace aging Public Works Equipment Capital Improvements Repurpose City Hall and Campus Facilities Continuation of Chip-seal project In-house Drainage work and Street Maintenance Quality of Life

19 Number of Residents Per City Staff And Property Tax Rates 325 $0.70 # of Residents per FTE $0.60 $0.50 $0.40 $0.30 $0.20 $0.10 Property Tax Rate 25 Balcones Heights Olmos Park Marble Falls Hollywood Park Boerne Shavano Park Alamo Heights Kerrville Leon Valley Fair Oaks Ranch $0.00 # of Residents per FTE Property Tax rate City # of Residents per FTE Population FTE Property Tax rate Balcones Heights , $0.58 Olmos Park , $0.43 Marble Falls , $0.63 Hollywood Park , $0.51 Boerne , $0.47 Shavano Park , $0.29 Alamo Heights , $0.39 Kerrville , $0.55 Leon Valley , $0.56 Fair Oaks Ranch , $0.33 *Data is based on comparable service offerings to Fair Oaks Ranch at 9/30/2017

20 Responsible Growth Management Risk Addressed: Citizen investment and quality of life ACTION PLAN PERSONNEL Unified Development Code Zoning & form-based design guidelines Master water & wastewater plan Master stormwater plan Subdivision Regulations Infrastructure design guidelines Sign design guidelines Sustainability FM 3351 Expansion Owners Representative Consultant Develop context sensitive design solutions Storm Water Feasibility Study Funding Source Capital Improvement Implementation Code Enforcement Growth Management Administration Street and Facility Maintenance Protection of Public Investment EQUIPMENT Code Enforcement FTE 3 rd Party Contract Planning 3 rd Party Owners Rep. Consultant 3 rd Party Fire Inspections 3 rd Party Stormwater Consultant Office Space Computer, desk, & telephone Campus Renovations

21 Public Safety Risk Addressed: Citizen Safety and Protection of Property 24/7 Full-Service Department & Command Structure ACTION PLAN Patrol availability/priority-one calls Criminal investigation services Community outreach PERSONNEL EQUIPMENT Two patrol officers One Criminal Investigation Sergeant One Administrative Clerk Patrol vehicle, camera systems & radios Officer body armor Officer Weapons K-9 services Community outreach aids

22 Government Service Expectations & Mandates Risk Addressed: Open and Transparent Government and Preservation of Public Infrastructure and Facilities ACTION PLAN Full Service Administration and Public Works Services City Council, Planning & Zoning, Zoning Board of Adjustment Records Management and Retention Public Information Act Public Relations Citizen Committees and Outreach Initiatives Street maintenance program Drainage maintenance program Right-of-way maintenance program Stormwater Quality Program Public facility maintenance program PERSONNEL Street Maintenance/Custodian Deputy City Secretary Administrative Clerk Public Relations/HR Assistant EQUIPMENT Office space Computer, desk, & telephones Public Works Vehicles & Material Campus Renovations

23 Financial Integrity and Sustainability Risk Addressed: Responsible Stewardship of Public Assets ACTION PLAN PERSONNEL Financial Management Tool Box (Develop and Administer) Budgeting & Financial Reporting Asset Management & Replacement Internal Controls & Procurement Strategic Planning & Forecasting IT Infrastructure and Cyber Security Accounts Payable & Payroll Administration Infrastructure Financial Strategy Support EQUIPMENT Procurement Manager Staff Accountant IT manager Office space Computer, Desk, & telephone Campus Renovations

24 Planning for the Future What s not budgeted..? Stormwater Improvements Public Safety Responsible Growth Management Service Expectations and Mandates Financial Integrity and Sustainability Fire & EMS Services Public Facility Master Planning Parks Department Large Capital Projects 3351/Ralph Fair Road Expansion The M in the M&O Tax Rate IT Infrastructure and Planning

25 Drainage Plan (Budget) (Tax Rate) Sustainable Public Safety

26 Q&A Tax Increase and Impact Current Tax Rate is $ per $100 Proposed Increase of $ per $100 New Rate will be $ per $100 Average Value of a FOR Home = $484,049 Impact of the $.0373 increase Annual = $181 Monthly = $15 Average Tax Bill = $1,794/Annual = $150/Month * $181 = $484,049 x $.0373/$100

Truth in Taxation Summary

Truth in Taxation Summary Texas Property Tax Code Section 26.16 County of Bexar Taxing Entity Adopted Tax Rate Maintenance & Operations Rate Debt Rate Effective Tax Rate Effective Maintenance & Operations