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HomeMy WebLinkAbout2024 Budget BUDGET FISCAL YEAR 2024 CITY OF FAIRHOPE City of Fairhope, Alabama Fiscal Year 2024 Budget Table of Contents Page Budget Resolution 1 General Fund 3 General Government 8 Elected Officials 10 Planning 11 Building 12 Judicial 13 Police 14 Information Technology 15 Human Resources 16 Revenue 17 Meter 18 Fire 19 Economic & Community Development 21 Civic Center 22 Museum/Welcome Center 23 Adult Recreation (Nix Center) 24 Community Events 25 Charitable Contributions 27 Appropriations 50 Recreation 55 Marina 56 Streets 57 Landscape 58 Fleet Maintenance 59 Golf / Golf Grounds 60 Non-Departmental Facilities 62 Other Expenditures 63 Gas Tax Fund 64 Rebuild Alabama Fund 65 Capital Projects Fund 66 Impact Fees Fund 70 Municipal Capital Improvement Fund 73 Debt / Cash 74 Utilities Cash Flow 81 Gas Fund 84 Electric Fund 89 Water / Wastewater Fund 95 Sanitation Fund 111 Capital Equipment/Improvements 112 Personnel 127 RESOLUTION NO. 4851-23 BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF FAIRHOPE, ALABAMA, that the proposed Budget presented and reviewed the 25th day of September 2023, be hereby approved, and adopted for the FY 2023-2024; and BE IT FURTHER RESOLVED, that the Annual Salaries of City Personnel shall be as shown on a list entitled Annual Salaries of All City Personnel; and said list filed in the Office of the City Treasurer and of Human Resources; and BE IT FURTHER RESOLVED, that the City Council hereby authorizes the portion of the Sales and Use Tax revenue for FY 2023-2024 that is restricted in the General Fund Debt Pre-Payment Account can be used for General Fund operations up to the $2,900,000.00 reduction; and BE IT FURTHER RESOLVED, that the City Council hereby authorizes the portion of the Sales and Use Tax revenue FY 2023-2024 that is restricted in the Capital Projects Fund (Infrastructure Improvements Special Fund) can be used for General Fund operations up to the $2,900,000.00; and BE IT FURTHER RESOLVED, that the City Council hereby authorizes the City Treasurer to perform Administrative Budget Transfers, as needed throughout the Fiscal Year. Administrative Budget Transfer include transfers from one line item to another within a department's operating budget or within a capital project. More specifically: Budget transfers less than $20,000.00 requires approval by the Mayor and City Treasurer. All Administrative Budget Transfers are documented and tracked in the City's financial management system. BE IT FURTHER RESOLVED, that the City Council hereby approves 2% set aside for Cost of Living Allowance ("COLA") and up to 3% merit raises for City of Fairhope employees as defined in the proposed budget will become effective the first payroll in December 2023. BE IT FURTHER RESOLVED, that all other salary changes adopted in the budget will become effective the first payroll after the passage of the budget. ADOPTED THIS 25TH DAY OF SEPTEMBER, 2023 ATTEST: �� City Clerk Page 1 of 128 Fund Description FY 2024 Budget Amount General Fund 48,579,239 Sanitation Fund 3,923,975 Gas Fund 12,718,816 Electric Fund 29,441,368 Water/Sewer Fund 46,860,282 Capital Projects Fund 14,444,753 Impact Fees Fund 1,719,111 Gas Tax Fund 104,000 Rebuild Alabama Fund 160,000 Municipal Capital Improvement Fund 212,000 TOTAL $ 158,163,544 Page 2 of 128 General Government21%Public Safety25%Public Works16%Culture and Recreation24%Economic & Community Dev2%Debt Service1%Transfers8%Staff Agencies & Appropriation3%FY 2024 Budgeted Expenses by Function of GovernmentGeneral GovernmentPublic SafetyPublic WorksCulture and RecreationEconomic & Community DevDebt ServiceTransfersStaff Agencies & AppropriationPage 3 of 128 Ad Valorem Tax20%Local Taxes35%Licenses and Permits12%Charges for Services9%Intergovernmental1%Recreation5%Other Revenue13%Transfers5%FY 2024 General Fund Revenues By SourceAd Valorem TaxLocal TaxesLicenses and PermitsCharges for ServicesIntergovernmentalRecreationOther RevenueTransfersPage 4 of 128 General Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40030 Real Estate Taxes 5,638,083 5,991,717 6,460,395 7,473,078 7,489,524 8,799,000 40040 Automobile Taxes 716,378 852,736 981,033 901,280 903,900 1,058,000 Total Property Taxes 6,354,462 6,844,452 7,441,428 8,374,358 8,393,424 9,857,000 40160 City Sales Tax 9,320,427 8,636,716 9,688,429 8,433,417 9,154,919 10,367,924 40162 SSUT INCOME 609,723 829,206 1,385,538 1,344,500 878,959 1,524,300 40163 City Sales Tax-PJ - 921,703 1,012,957 883,429 977,005 1,083,864 40164 Seller Use Tax - 1,038,979 1,250,477 1,235,138 1,101,318 1,338,010 40165 Seller Use Tax-PJ - 183,991 209,447 210,996 195,030 224,108 40166 Consumer Use Tax - 90,615 126,341 168,436 96,052 135,185 40167 Consumer Use Tax-PJ - 26,689 17,964 15,477 28,290 19,221 40170 Beer Tax 304,467 315,595 307,348 251,665 315,000 325,789 40175 Beer Tax-Police Jurisdiction 31,474 36,146 36,683 28,019 36,000 38,884 40180 Wine Tax 60,040 68,137 60,165 48,185 68,000 63,775 40185 Wine Tax-Police Jurisdiction 467 496 527 383 500 559 40190 Liquor Tax 125,886 167,488 187,323 154,105 167,000 198,562 40195 Liquor Tax-Police Jurisdiction 29,765 34,845 37,464 35,622 35,000 39,712 40210 Dog Tax 59 70 21 38 - 23 40220 Cigarette Tax 69,120 62,319 59,663 40,775 60,449 60,000 40225 Cigarette Tax-Police Jurisdict 47,276 49,261 46,094 41,323 47,783 47,000 40230 Lodging Tax 350,129 515,112 636,333 576,279 546,019 674,512 40235 Lodging Tax-Police Jurisdictio 561,408 851,612 1,032,508 921,258 902,709 1,094,459 Total Local Taxes 11,510,241 13,828,981 16,095,280 14,389,045 14,610,033 17,235,887 40310 Business Lic-Inside City 2,472,359 2,347,337 2,523,059 2,811,812 2,480,000 2,800,000 40315 Business Lic-Police Jurisdicti 118,051 113,952 143,044 153,779 145,000 154,000 40325 Registration Fees-Solicit 3,400 - - 600 - 600 40330 Parade/Misc Permit Fees 16,901 13,398 30,260 12,962 22,000 20,000 40350 Building Permits 858,901 986,901 1,613,893 1,196,176 900,000 1,000,000 40360 Inspection Fees 274,859 286,161 555,515 494,585 276,000 500,000 40370 Misc Bldg Dept Fees/Fines 25,954 25,674 135,190 332,653 20,000 225,000 40375 Planning-Misc Revenue - - 148 300 500 500 40376 Subdivision - Outside City - - 74,800 1,150 100,000 1,150 40377 Subdivision - Inside City - - 157,350 67,975 135,000 135,000 40379 Board of Adjustment - - 3,200 2,280 - 2,200 40380 Rezoning Applications 7,210 13,780 18,042 6,120 10,000 10,000 40385 State of AL Commercial Fee 18,843 20,366 70,049 112,219 50,000 80,000 40390 Insurance Co. Franchises 286,333 274,356 358,317 407,116 277,000 306,000 40400 Cable TV Franchise 251,267 294,962 254,634 262,071 265,000 266,000 40410 Franchise Fees-City Prop - 4,434 5,246 2,416 1,000 1,000 40415 Utility Franchise Fees - 187,804 199,716 217,554 188,948 210,000 41240 Subdivision Fees 249,975 321,875 - - - - Total Licenses and Permits 4,584,053 4,891,000 6,142,463 6,081,768 4,870,448 5,711,450 40540 Fines Forfeitures & Fees 199,228 194,677 219,394 202,695 200,000 204,000 40541 Court-Corrections Fund Revenue 31,056 35,467 35,284 32,569 30,000 33,000 Total Court Revenue 230,283 230,144 254,678 235,264 230,000 237,000 40590 Annual AL Liq Tax Allocation 3,675 14,207 23,286 18,323 5,000 - 40600 Liquor Tax-Monthly Revenue 76,589 77,226 81,101 82,056 70,000 78,000 40610 Fin Inst Excise Tax 222,910 648,419 502,045 380,552 230,000 300,000 40620 Motor Veh Lic & Reg Fees 5,109 5,817 6,310 6,046 5,000 5,700 40630 Oil Prod Privilege Tax 2,022 5,628 5,973 5,817 5,000 4,500 41695 Severance Tax - Gas & Oil 10,562 7,422 7,611 15,672 11,000 11,000 Total State of Alabama 320,867 758,720 626,325 508,466 326,000 399,200 40650 State Grants - 24,603 - 2,600 - - 40780 Grant - Police Dept 289,265 302,455 300,000 300,000 300,000 300,000 40815 Mosquito Control Revenue 24,960 24,960 24,960 24,960 24,960 24,960 40835 Federal Grants 131,267 273,569 49,146 49,889 - - 40840 Fema-Grant Revenues 620,777 8,302,930 1,349,634 - - - 41336 Community/Specl Projct Grants 20,000 196,000 62,500 30,000 40,000 270,000 49740 Community Grants - 101,600 - - - - 45520 Airport Grant Revenue 743,081 719,100 226,359 (0) 100,000 100,000 Total Grants 1,829,350 9,945,217 2,012,600 407,449 464,960 694,960 Page 5 of 128 General Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 40950 Interest-Bank Deposits 220,640 170,981 205,916 1,014,911 170,000 700,000 40970 Lease-Municipal Pier 21,929 1,635 2,083 2,500 2,000 2,000 40980 Rent - Farm 9,975 9,975 9,975 9,975 9,975 9,975 41020 Rent - Faulkner 1 1 1 1 1 1 41040 Rent - USA 1,900 6,648 25,000 25,000 25,000 25,000 41060 Rent - Civic Center 46,956 22,303 40,290 49,008 40,000 45,000 41080 Rent - Park/Sidewalk Areas (1,639) 9,093 19,825 13,756 12,000 12,000 41070 Rent - Nix Center 13,203 29,047 32,752 34,893 30,000 30,000 Total Interest and Rents 312,965 249,681 335,842 1,150,043 288,976 823,976 41250 Utility Collections Fees 256,000 251,000 1,202,153 998,621 1,216,851 1,355,851 41260 Admin Services - Utilities 2,555,000 2,615,000 2,511,000 2,049,809 2,733,078 2,917,049 Total Charge for Services 2,811,000 2,866,000 3,713,153 3,048,430 3,949,929 4,272,900 41310 Memberships 10,925 16,325 22,300 24,770 20,000 20,000 41315 Donations 300 - 2,195 2,204 - - 41320 Dance Revenue 2,827 1,931 4,781 4,030 3,000 3,000 41325 Instruction 1,019 54 734 281 500 500 41335 Misc Rev - Special Services 1,250 1,019 1,121 1,523 1,000 1,000 Total Adult Recreation 16,321 19,329 31,131 32,808 24,500 24,500 41745 Rec Dept Memb/Pass 161,098 262,875 377,526 411,744 300,000 400,000 41910 Rec Dept Pool Memberships 27,223 65,478 29,630 21,330 30,000 30,000 41920 Rec Dept Summer Program 7,445 3,120 - - 5,000 - 41940 Rec Dept Miscellaneous 7,552 14,154 22,028 764 9,000 - 41945 Recreation Field Rental 600 12,338 63,498 56,273 30,000 56,000 41950 Tennis Revenue - - - - - - 41955 Tennis Memberships 18,325 25,580 22,554 25,946 20,000 24,000 41960 Miscellaneous Tennis Revenue 13,613 16,527 17,832 21,854 14,000 17,000 41965 Tennis Shop Sales 3,555 6,010 9,544 16,254 8,500 8,500 Total Rec Dept Revenue 239,411 406,081 542,612 554,165 416,500 535,500 41022 Pumpout Service 490 410 270 370 300 390 41025 Fairhope Docks Slip Rentals 208,960 199,613 154,960 153,922 175,000 188,000 41045 Marina Fuel Income 436,561 456,427 610,953 506,671 533,700 533,000 41055 Docks - Ship Store Sales 1,735 1,993 2,852 2,814 2,500 2,200 Total Marina Revenue 647,747 658,443 769,034 663,777 711,500 723,590 44510 Memberships 193,558 235,474 189,999 188,845 210,000 210,000 44520 Green Fees 182,758 221,700 216,133 261,946 210,000 250,000 44530 Cart Rentals 371,744 461,825 443,268 433,783 440,000 452,000 44540 Pro Shop Sales 77,386 109,068 121,775 92,349 100,000 155,000 44545 Pro Shop Sales - Custom Order 6,124 4,331 19,979 6,893 22,500 22,500 44550 Driving Range 46,725 71,736 71,442 78,125 70,000 71,500 44560 Beverage Sales 67,567 93,582 90,231 95,292 95,000 95,000 44570 Food Sales 50,236 68,568 82,387 86,145 84,000 84,000 44590 Patio Rentals and Events 350 - - - 500 - 49020 Handicap Fees 4,852 6,607 6,065 5,080 6,000 6,000 Total Golf Revenue 1,001,299 1,272,891 1,241,278 1,248,458 1,238,000 1,346,000 41230 Dog Pound Fees 871 2,126 1,050 1,075 1,000 1,000 41610 Beach Revenue 13,875 13,115 9,720 14,075 10,000 10,000 41705 Sale of Fixed Assets 259,338 130,501 56,559 157,523 - 100,000 41755 Brick memorials 1,535 1,156 1,365 16,716 - 1,300 41800 Donations 22,400 - 2,300 300 - - 45565 Museum Donations 30,050 10 - 100 - - 49015 Insurance Dividend 20,014 20,630 21,833 - 20,000 20,000 49030 Insurance Claim 23,630 1,167,703 109,086 224,048 30,608 - 49035 Rebate Income 11,167 7,432 12,122 22,672 10,000 15,000 49040 Miscellaneous Income 7,627 52,970 14,172 31,828 7,500 33,000 49080 Community Dev Revenue 7,755 1,785 36,020 5,590 - - 49090 Inmate Phone Revenue 3,409 3,168 1,877 4,975 2,000 2,500 49092 McKesson Settlement Fund - - - 154,470 - 140,000 49095 DEA Revenue - - 12,643 6,600 - - 49998 Budget Rollover - - - - 1,036,786 4,144,223 Page 6 of 128 General Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 49999 Inventory Revenue - (0) (0) (5,566) - - Total Other Revenue 401,671 1,400,596 278,747 634,405 1,117,894 4,467,023 49820 Natural gas fund - - 102,016 138,773 185,030 192,990 49830 Electric fund - - 537,655 374,852 499,803 507,077 49840 Water & Wastewater fund - - 551,190 217,743 290,324 290,324 49895 Transfers from Impact Fee Fund 1,371,973 417,157 215,823 6,985 289,480 1,259,861 49896 Transfers In-Muni Cap Impr Fun 249,195 - - - - - 49899 Utility Transfers for ECD 629,000 1,454,000 - - - - Total Transfers 2,250,167 1,871,157 1,479,406 738,352 1,264,637 2,250,252 TOTAL REVENUES 32,509,837 45,242,692 40,963,977 38,066,789 37,906,801 48,579,238 EXPENSES *General Government 8,824,658 2,748,379 2,507,774 2,458,461 2,673,207 2,962,143 *Elected Officials - 264,037 285,978 251,746 291,238 292,428 *Planning 911,695 885,517 761,733 802,878 1,210,810 1,296,938 *Building Dept 821,009 951,561 1,050,455 1,082,187 1,261,456 1,449,377 *Judicial 294,927 306,640 305,275 254,207 305,946 283,033 *Police Dept 6,721,487 6,836,958 7,444,082 6,627,151 8,624,920 8,892,216 *Information Technology 667 598,833 841,457 925,206 1,476,782 1,595,331 *Human Resources - - 371,640 465,829 514,906 502,528 *Revenue - 393,261 570,229 533,773 664,798 704,988 *Meter - -647,196 653,755 755,287 757,848 *Fire Department 591,253 1,194,836 941,970 875,918 1,152,536 2,954,102 *Economic & Community Dev 745,345 626,733 556,601 491,801 694,306 731,418 *Recreation Dept 2,444,085 2,770,104 2,718,440 2,471,552 2,977,122 6,605,133 *Civic Center 306,452 299,845 228,136 465,835 782,562 520,954 *Museum/Welcome Center 156,440 206,495 225,687 180,369 200,801 208,745 *Adult Recreation/Special Service 382,530 465,942 512,184 580,979 682,150 640,390 *Marina/Harbor 575,752 567,169 1,181,290 765,917 947,829 840,426 *Streets Department 3,664,516 4,843,007 5,159,943 5,092,547 5,988,776 5,146,825 [*,/4999Landscape Department - - - - - 1,335,798 [*,/4999Fleet Maintenance 640,802 652,483 714,652 756,075 810,925 1,367,549 *Golf Clubhouse 775,891 808,885 827,315 836,970 1,226,485 1,125,494 *Golf Grounds 790,108 812,329 861,856 876,589 1,150,281 1,695,288 *Non-Departmental Facilities - 352,478 387,903 270,915 548,817 837,695 *Staff Agencies & Appropriation 1,271,081 1,340,671 1,430,540 1,337,012 1,451,740 1,504,490 *Debt Service (1,355,999) 300,000 (196,404) 300,000 300,000 300,000 *Other Expeditures/Transfers 1,767,525 1,807,798 2,885,935 3,266,053 1,213,120 4,028,101 *Gen Emergency Disasters 770,175 9,518,913 6,553 - - - Total Expenses 31,100,401 39,552,874 33,228,420 32,623,722 37,906,801 48,579,238 Excess Rev Over Expenses 1,409,436 5,689,817 7,735,557 5,443,067 - - Page 7 of 128 General Government Administration 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - 1,221,654 1,073,396 996,741 1,174,625 1,174,625 50045 Overtime - 8,399 5,803 9,933 5,000 10,000 50060 Salary-Mayor 32,400 0 - - - - 50070 Salaries-Council 49,200 - - - - - 50080 Salaries-Administrative 1,603,757 0 - - - - 50081 Overtime-Gen Admin 57,839 (0) - - - - 50110 Salary/Fee-City Attorney 36,000 36,000 36,000 33,000 36,000 36,000 50130 Salaries-Janitors 35,423 - - - - - 50160 Salaries-Beach Labor - - - - - - 50161 Overtime-Beach - - - - - - 50180 Salaries-Revenue Dept 240,264 (0) - - - - 50181 Overtime-Revenue 3,007 - -- - - 50190 Employee Payroll Taxes 148,789 93,137 79,723 73,322 91,343 99,380 50200 Employee Retirement Exp 140,518 99,182 84,969 84,321 98,427 112,294 50210 Employee Medical Insurance 460,330 299,928 193,201 179,114 199,857 222,270 50215 Required Contrib-OPEB 50,282 18,869 17,523 23,364 28,037 28,037 50220 Casualty/Workers Comp Ins 157,273 - - - - - 50221 Workers Comp Insurance - 5,585 3,179 2,316 3,433 1,596 50222 Casualty/Property Insurance - 111,555 101,685 100,387 107,300 97,000 50230 Training/School/Travel 12,471 14,916 8,223 12,617 20,850 27,500 50270 Audit & Accounting 60,458 55,584 78,636 82,537 70,000 78,000 50280 Legal Fees 170,617 137,698 103,529 124,099 150,000 150,000 50290 Professional Services 78,742 100,211 146,086 122,527 151,200 160,000 50300 Computer Expense 101,812 115,167 56,448 39,643 63,633 228,876 50320 Office Supplies 15,725 8,942 10,704 8,049 13,000 13,593 50325 Printers/Copiers/OE and supp 14,712 20,749 19,238 13,606 29,000 21,224 50330 Postage 6,921 6,275 5,355 5,070 7,500 7,500 50340 General Supplies 31,764 31,771 29,159 27,145 35,000 35,000 50360 General Maintenance 25,826 15,557 17,529 18,492 40,000 35,105 50374 Library Utilities 31,239 - - - - - 50375 Library Bldg Maint/Equipment 37,569 - - - - - 50377 Parking Garage Maintenance 4,235 - - - - - 50380 Communications 39,933 22,627 12,030 16,987 17,892 16,752 50384 Boys and Girls Club utilities 1,211 - - - - - 50385 Boys and Girls Club Maint/Equ 2,534 - - - - - 50390 Dues-Memberships-Subscrip 18,388 17,126 20,771 19,840 22,566 22,455 50395 Employment Screening - 397 840 178 500 500 50400 Miscellaneous - 1,367 - - - - 50410 Cash Over or Short (187) 202 (50) (729) - - 50430 Gasoline & Oil 1,487 5,225 5,491 554 500 - 50435 Small Equipment - - - - - 500 50440 Equip & Vehicle Repair 1,827 2,493 504 - 1,000 500 50460 Uniforms 252 1,526 816 1,018 800 1,500 50462 Safety Wear and PPE - - - - 500 500 50470 Purchases Vehicles & Equipment 163,656 - 32,682 7,695 8,000 11,211 50475 Capital Improvements - - - 6,005 20,000 50,500 50482 Land/Right of Way Acquisitions 4,671,162 - 16,000 - - - 50510 Interest Expense - 17,967 67 - - - 50580 Bank Fees 12,828 35,065 26,245 32,109 25,000 35,000 50585 Printing - - 225 - 1,000 1,000 51000 Recording Fees Paid 116 302 163 113 200 200 51025 Colony Rent 9,715 36,394 26,304 18,789 25,000 25,000 51030 Publications Newspapers 17,750 15,137 53,367 34,440 20,000 25,000 51045 Election Expense 10,748 1,666 299 668 1,000 1,500 51050 COF Book & Sidewalk Brick 1,070 1,605 1,485 15,948 2,000 2,000 51085 County Prisoner Expense - - - - - - 51130 Haven Maintenance 12,133 - - - - - 51135 Haven Utilities 11,171 - - - - - 51150 Fishermans Whart Maintenance 1,000 - - - - - 51165 City Hall Maintenance 1,053 11,533 23,068 15,001 33,045 25,025 51170 Beach Repairs and Maint 43,805 - - - - - 52040 Grant Expenditures 20,000 20,000 20,000 20,000 - 20,000 52080 Sales Tax Collection Fees 165,807 167,444 172,432 146,545 160,000 175,000 52510 Utilities for City Use 10,027 8,771 7,915 8,062 10,000 10,000 Page 8 of 128 General Government Administration 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget Total General Gov Administration 8,824,658 2,768,025 2,507,774 2,458,461 2,673,207 2,962,143 Page 9 of 128 Elected Officals 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - 152,914 149,890 128,435 149,200 149,200 50190 Employee Payroll Taxes - 11,324 11,350 9,695 11,414 11,415 50200 Employee Retirement Exp - 7,373 7,902 7,300 7,902 8,000 50210 Employee Medical Insurance - 55,172 84,077 75,378 85,312 84,550 50221 Workers Comp Insurance - 79 160 222 173 215 50222 Casualty/Property Insurance - 2,733 4,069 4,504 4,272 4,600 50230 Training/School/Travel - 15,093 22,526 22,262 20,000 20,375 50290 Professional Services - 1,400 - - - - 50300 Computer Expense - 6,555 - 279 1,815 11,073 50320 Office Supplies - 2,025 - -500 - 50325 Printers/Copiers/OE and supp - 159 223 246 500 300 50340 General Supplies - 5,438 666 70 750 - 50360 General Maintenance - 262 - - - - 50380 Communications - 924 1,269 1,495 2,300 2,700 50390 Dues-Memberships-Subscrip - 2,586 3,846 1,860 7,100 - Total Elected Officals - 264,037 285,978 251,746 291,238 292,428 Page 10 of 128 Planning Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40375 Planning-Misc Revenue - - 148 300 500 500 40376 Subdivision - Outside City - - 74,800 1,150 100,000 1,150 40377 Subdivision - Inside City - - 157,350 67,975 135,000 135,000 40379 Board of Adjustment - - 3,200 2,280 - 2,200 40380 Rezoning Applications 7,210 13,780 18,042 6,120 10,000 10,000 41240 Subdivision Fees 249,975 321,875 - - - - TOTAL REVENUES 257,185 335,655 18,042 6,120 245,500 148,850 EXPENSES 50040 Salaries 504,594 479,937 418,447 439,736 632,163 632,163 50045 Overtime 2,163 3,871 1,018 1,111 1,500 1,500 50190 Employee Payroll Taxes 37,541 35,818 30,469 32,627 52,751 52,050 50200 Employee Retirement Exp 37,836 39,161 32,026 36,595 53,844 57,218 50210 Employee Medical Insurance 84,631 76,971 73,421 82,594 103,880 110,740 50215 Required Contrib-OPEB 5,821 5,821 16,335 16,183 19,840 14,018 50220 Casualty/Workers Comp Ins 17,438 - - - - - 50221 Workers Comp Insurance - 5,437 3,421 3,646 3,695 3,284 50222 Casualty/Property Insurance - 10,569 12,671 11,630 13,304 10,700 50230 Training/School/Travel 1,786 580 16,174 790 15,000 17,500 50280 Legal Fees 141,700 108,108 72,395 96,934 85,000 85,000 50290 Professional Services 14,728 19,532 18,260 12,750 110,000 150,000 50300 Computer Expense 13,885 79,711 38,667 35,573 35,716 63,334 50320 Office Supplies 1,988 1,079 2,973 2,807 5,000 5,000 50325 Printers/Copiers/OE and supp 728 3,527 2,392 4,314 7,978 10,104 50340 General Supplies 2,031 2,224 747 8,155 7,000 7,000 50360 General Maintenance 3,011 - 1,734 925 2,000 7,000 50380 Communications 4,155 6,358 5,449 5,876 6,700 7,272 50390 Dues-Memberships-Subscrip 445 - 3,020 340 5,440 5,440 50395 Employment Screening - 40 191 81 - 82 50430 Gasoline & Oil 992 4,026 1,657 1,398 5,033 5,033 50435 Small Equipment - - - 1,333 - 4,000 50440 Equip & Vehicle Repair 964 529 5 1,092 - - 50462 Safety Wear and PPE - - - - 1,500 1,500 50470 Purchases Vehicles & Equipment 23,854 - - - 31,466 35,000 50520 Equipment Rental - (0) - - - - 51030 Publications Newspapers 11,405 7,924 10,262 6,386 12,000 12,000 Total Planning 911,695 891,223 761,733 802,878 1,210,810 1,296,938 Excess Rev Over Expense (654,510) (555,568) (743,691) (796,758) (965,310) (1,148,088) Page 11 of 128 Building Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40350 Building Permits 858,901 986,901 1,613,893 1,196,176 900,000 1,000,000 40360 Inspection Fees 274,859 286,161 555,515 494,585 276,000 500,000 40370 Misc Bldg Dept Fees/Fines 25,954 25,674 135,190 332,653 20,000 225,000 40385 State of AL Commercial Fee 18,843 20,366 70,049 112,219 50,000 80,000 TOTAL REVENUES 1,178,557 1,319,101 2,374,647 2,135,633 1,246,000 1,805,000 EXPENSES 50040 Salaries 502,750 493,559 551,921 519,070 633,163 633,163 50045 Overtime 8,250 5,271 6,434 10,418 10,000 10,000 50190 Employee Payroll Taxes 38,200 37,484 41,736 39,323 53,106 50,800 50200 Employee Retirement Exp 39,432 41,760 44,764 44,705 57,293 56,093 50210 Employee Medical Insurance 123,849 98,887 97,782 81,208 107,308 74,850 50220 Casualty/Workers Comp Ins 23,159 - - - - - 50221 Workers Comp Insurance - 7,997 6,741 8,653 7,281 8,533 50222 Casualty/Property Insurance - 12,150 14,622 16,833 15,353 17,000 50230 Training/School/Travel 4,633 5,719 12,290 5,715 21,000 21,500 50290 Professional Services 88 79,088 25,705 52,601 50,000 125,000 50295 Building Fees 17,196 6,827 81,954 109,723 50,000 80,000 50300 Computer Expense 8,668 78,527 44,580 41,456 47,378 57,534 50320 Office Supplies 3,757 1,351 4,693 5,709 8,200 10,200 50325 Printers/Copiers/OE and supp 1,057 4,001 2,953 2,600 6,600 7,020 50330 Postage - - - - 350 350 50340 General Supplies 8,148 8,002 2,759 2,213 4,500 4,500 50360 General Maintenance 344 238 8,320 251 - 2,800 50380 Communications 6,773 12,006 13,530 12,719 14,800 13,920 50390 Dues-Memberships-Subscrip 580 1,137 860 1,481 4,715 8,300 50395 Employment Screening - 76 136 81 - 82 50430 Gasoline & Oil 5,999 5,822 12,793 11,958 10,000 15,000 50440 Equip & Vehicle Repair 2,784 4,185 3,752 8,143 3,500 3,500 50460 Uniforms 1,755 1,875 2,608 2,152 3,000 3,000 50462 Safety Wear and PPE - - 247 562 2,500 2,000 50470 Purchases Vehicles & Equipment - - 28,373 35,563 95,659 201,732 50475 Capital Improvements - - - - 15,000 16,000 50560 Credit Card Processing Fees 23,096 42,292 38,558 69,046 40,000 25,000 50585 Printing 492 37 303 - 750 1,500 Total Building Department 821,009 948,290 1,048,412 1,082,187 1,261,456 1,449,377 Excess Rev Over Expenses 357,547 370,811 1,326,235 1,053,446 (15,456) 355,623 Page 12 of 128 Judicial 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 163,887 167,583 162,902 136,109 173,583 173,584 50045 Overtime 26,937 32,493 32,644 32,134 10,000 10,000 50190 Employee Payroll Taxes 13,880 14,490 14,278 12,418 15,792 13,700 50200 Employee Retirement Exp 13,144 14,926 14,433 12,252 15,610 13,286 50210 Employee Medical Insurance 45,194 44,657 42,146 25,323 43,438 27,660 50220 Casualty/Workers Comp Ins 4,690 - - - - - 50221 Workers Comp Insurance - 1,000 259 286 280 263 50222 Casualty/Property Insurance - 2,414 2,731 3,032 2,868 3,050 50230 Training/School/Travel 401 1,571 1,229 1,446 2,425 1,700 50290 Professional Services 6,368 1,474 3,319 1,309 2,500 3,500 50300 Computer Expense 16,196 22,428 26,541 20,776 27,427 28,533 50320 Office Supplies 1,449 978 914 660 1,500 1,500 50325 Printers/Copiers/OE and supp 835 1,425 1,290 1,087 1,588 1,740 50330 Postage - - 52 - - - 50340 General Supplies 503 900 83 - 500 500 50360 General Maintenance - - - 4,565 4,500 1,500 50380 Communications 970 1,829 979 1,005 3,160 960 50390 Dues-Memberships-Subscrip 475 500 575 475 575 575 50395 Employment Screening - - - 81 200 82 50470 Purchases Vehicles & Equipment - - - - - - 50560 Credit Card Processing Fees - - - 50 - - 51215 NCIC Data System - 1,200 900 1,200 - 900 Total Judicial 294,927 309,869 305,275 254,207 305,946 283,033 Page 13 of 128 Police Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 3,640,250 3,791,964 3,910,163 3,665,100 4,731,724 4,731,724 50041 Overtime-Special Events 19,741 18,408 36,367 28,026 - - 50045 Overtime 153,290 146,343 152,649 141,925 170,000 140,000 50190 Employee Payroll Taxes 284,978 297,254 306,059 284,132 381,125 378,700 50200 Employee Retirement Exp 293,430 325,718 330,616 324,532 407,686 419,714 50210 Employee Medical Insurance 814,924 832,646 802,426 733,691 964,745 860,000 50215 Required Contrib-OPEB 54,183 53,698 53,698 36,221 53,698 39,079 50220 Casualty/Workers Comp Ins 298,327 - (32) - - - 50221 Workers Comp Insurance - 90,549 100,517 114,818 108,559 106,356 50222 Casualty/Property Insurance - 220,364 240,754 262,237 252,792 265,500 50230 Training/School/Travel 38,862 48,214 46,225 37,826 47,000 92,000 50290 Professional Services 15,095 58,883 26,600 26,394 35,000 35,000 50300 Computer Expense 117,203 137,071 111,168 99,943 133,285 156,060 50315 Camera Expense - - - 10,002 10,000 17,000 50320 Office Supplies 5,314 1,723 8,187 4,850 7,500 7,500 50325 Printers/Copiers/OE and supp 5,246 7,770 7,441 4,803 9,400 9,080 50330 Postage 226 175 361 32 300 300 50340 General Supplies 21,478 39,452 39,518 29,459 50,300 30,000 50355 Line of Duty Equip & Supplies 60,059 25,422 44,187 89,520 134,420 112,175 50360 General Maintenance 8,137 9,915 7,945 7,890 12,720 15,000 50380 Communications 113,320 127,145 138,537 136,647 173,000 187,224 50390 Dues-Memberships-Subscrip 6,896 5,454 6,879 3,543 5,265 14,740 50395 Employment Screening - 3,294 3,348 4,890 5,800 7,300 50430 Gasoline & Oil 77,313 105,544 153,420 132,565 132,000 146,093 50435 Small Equipment - - 20,963 - - 2,588 50440 Equip & Vehicle Repair 61,099 68,704 79,005 100,343 62,341 59,000 50460 Uniforms 16,659 15,250 16,459 23,276 28,750 28,750 50462 Safety Wear and PPE 6,201 12,872 5,660 - 4,305 4,000 50470 Purchases Vehicles & Equipment 319,661 93,408 531,966 100,968 435,068 562,628 50475 Capital Improvements 37,000 29,328 56,923 14,742 76,162 35,000 50524 Property Rental/ Lease - - - 28,363 36,725 104,025 50535 Community Outreach - - 1,852 4,998 8,000 9,000 51215 NCIC Data System 16,680 11,610 19,350 11,610 16,680 16,680 51220 Jail Expense 81,682 71,691 90,382 70,374 104,869 105,000 51235 DEA Funds Purchases - (742) 5,976 - - - 51255 Corrections Capital Imprvments 77,821 165,284 13,292 17,309 25,022 110,000 52510 Utilities for City Use 76,414 76,104 75,221 75,196 - 85,000 Total Police Department 6,721,487 6,890,514 7,444,082 6,626,222 8,624,240 8,892,216 Page 14 of 128 Information Technology 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - 356,622 292,327 278,153 389,323 389,323 50045 Overtime - 35,290 29,990 31,718 15,000 20,000 50190 Employee Payroll Taxes - 29,406 24,357 23,555 33,106 30,565 50200 Employee Retirement Exp - 33,333 25,756 26,812 34,683 32,812 50210 Employee Medical Insurance - 46,557 42,273 36,101 55,041 44,675 50221 Workers Comp Insurance - 383 513 593 554 573 50222 Casualty/Property Insurance - 7,549 10,626 12,088 11,157 12,500 50230 Training/School/Travel - 1,337 878 4,479 2,775 12,700 50290 Professional Services - 2,000 - 4,615 9,125 35,875 50300 Computer Expense - 73,788 304,625 299,684 565,431 486,790 50315 Camera Expense - -669 9,103 14,832 7,000 50320 Office Supplies 575 193 559 99 1,700 2,000 50325 Printers/Copiers/OE and supp - 10 - - 2,000 2,000 50330 Postage - 44 246 236 200 200 50340 General Supplies - 1,840 45,417 2,227 2,000 6,500 50360 General Maintenance - 303 18,667 988 5,000 15,000 50380 Communications 81 9,554 15,097 20,798 58,660 67,618 50390 Dues-Memberships-Subscrip - 574 325 145 2,400 2,400 50395 Employment Screening - -103 60 300 100 50430 Gasoline & Oil - -1,396 994 2,000 2,000 50440 Equip & Vehicle Repair 10 3,030 966 1,472 500 500 50460 Uniforms - 519 234 - 500 500 50470 Purchases Vehicles & Equipment - -26,433 169,171 270,495 423,700 50475 Capital Improvements - -0 2,000 - - 51030 Publications Newspapers - 268 - - - - Total Information Technology 667 602,600 841,457 925,206 1,476,782 1,595,331 Page 15 of 128 Human Resources 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - - 255,089 287,665 306,060 306,059 50045 Overtime - - 21,202 32,572 5,000 5,000 50190 Employee Payroll Taxes - - 20,047 23,088 24,181 24,500 50200 Employee Retirement Exp - - 19,030 23,604 23,884 25,677 50210 Employee Medical Insurance - - 30,725 50,218 55,045 47,290 50221 Workers Comp Insurance - - 555 831 600 774 50222 Casualty/Property Insurance - - 2,226 3,990 2,337 4,500 50230 Training/School/Travel - - 2,473 3,375 13,000 10,000 50280 Legal Fees - - 6,303 7,896 15,000 15,000 50290 Professional Services - - 642 - - 20,000 50300 Computer Expense - - 4,690 8,420 16,200 10,388 50320 Office Supplies - - 1,586 3,719 3,000 3,500 50325 Printers/Copiers/OE and supp - - 1,349 1,229 6,500 2,664 50340 General Supplies - - 2,375 2,731 8,000 3,500 50380 Communications - - 2,291 2,998 3,200 9,276 50390 Dues-Memberships-Subscrip - - 275 300 1,900 1,900 50395 Employment Screening - - 83 136 500 500 50430 Gasoline & Oil - - 316 166 5,000 2,000 50435 Small Equipment - - - 1,022 3,000 2,000 50440 Equip & Vehicle Repair - - 29 766 5,000 5,000 50460 Uniforms - - 355 - - 500 50462 Safety Wear and PPE - - - - 500 500 50475 Capital Improvements - - - 8,136 7,500 - Total Human Resources - - 371,640 464,170 514,906 502,528 Page 16 of 128 Revenue Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - 274,842 372,168 359,342 426,917 426,917 50045 Overtime - 1,588 985 677 1,100 1,100 50190 Employee Payroll Taxes - 21,021 27,477 26,513 33,141 38,600 50200 Employee Retirement Exp - 18,608 23,833 25,222 28,938 39,349 50210 Employee Medical Insurance - 44,112 79,353 76,948 90,513 91,895 50215 Required Contrib-OPEB - 15,147 25,661 13,207 21,295 11,642 50221 Workers Comp Insurance - 200 394 746 426 801 50222 Casualty/Property Insurance - 3,927 7,225 8,171 7,586 7,600 50230 Training/School/Travel - 2,310 2,210 2,716 10,500 8,300 50300 Computer Expense - 9,612 24,348 14,214 12,943 21,180 50320 Office Supplies - -368 1,116 1,000 500 50325 Printers/Copiers/OE and supp - 2,125 1,584 1,144 6,588 4,040 50330 Postage - -- - 7,000 7,000 50340 General Supplies - 1,056 1,243 783 1,250 2,000 50360 General Maintenance - -4 - 5,000 - 50380 Communications - 3,821 1,993 1,476 8,000 1,632 50390 Dues-Memberships-Subscrip - 25 25 25 100 100 50395 Employment Screening - 475 366 163 500 82 50430 Gasoline & Oil - -695 567 1,000 750 50440 Equip & Vehicle Repair - 25 72 125 500 500 50470 Purchases Vehicles & Equipment - -- - - 40,000 50460 Uniforms - 826 225 619 500 1,000 Total Revenue Department - 399,720 570,229 533,773 664,798 704,988 Page 17 of 128 Meter Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - - 431,665 406,441 466,726 466,727 50045 Overtime - - 3,200 - 7,500 7,500 50190 Employee Payroll Taxes - - 31,459 30,344 37,162 35,900 50200 Employee Retirement Exp - - 32,406 33,964 39,628 40,028 50210 Employee Medical Insurance - - 85,701 81,046 76,021 88,375 50221 Workers Comp Insurance - - 6,185 7,587 6,679 6,868 50222 Casualty/Property Insurance - - 8,730 11,439 9,166 12,000 50230 Training/School/Travel - - 2,554 1,953 3,000 3,000 50300 Computer Expense - - 3,840 7,714 10,636 14,564 50320 Office Supplies - - 77 37 500 500 50340 General Supplies - - 303 2,444 1,000 2,000 50360 General Maintenance - - 132 124 500 500 50380 Communications - - 1,640 3,105 7,600 4,380 50395 Employment Screening - - 55 - 500 163 50430 Gasoline & Oil - - 22,514 17,356 22,000 22,000 50435 Small Equipment - - - 3,500 500 5,000 50440 Equip & Vehicle Repair - - 14,270 17,808 2,500 7,500 50460 Uniforms - - 899 - 2,000 5,200 50462 Safety Wear and PPE - - 1,567 1,808 2,000 2,000 50470 Purchases Vehicles & Equipment - - - 27,086 59,669 33,643 Total Meter Department - - 647,196 653,755 755,287 757,848 Page 18 of 128 Fire Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 154,047 168,714 186,858 172,916 217,189 217,189 50045 Overtime 3,954 139 631 883 1,000 1,000 50090 Fire Call Payments 107,118 124,812 115,004 106,188 136,000 145,000 50190 Employee Payroll Taxes 11,816 12,407 13,850 13,006 16,964 16,670 50200 Employee Retirement Exp 12,158 13,997 15,003 14,701 17,947 19,079 50210 Employee Medical Insurance 40,118 44,475 46,372 50,812 56,538 59,105 50220 Casualty/Workers Comp Ins 44,372 - - - - - 50221 Workers Comp Insurance - 4,355 5,285 5,905 5,708 5,461 50222 Casualty/Property Insurance - 40,604 43,062 48,141 45,215 48,000 50230 Training/School/Travel 540 - - 1,241 9,000 5,000 50290 Professional Services 671 (69) - - - - 50300 Computer Expense 2,812 3,324 2,666 2,786 4,980 7,232 50325 Printers/Copiers/OE and supp - 7 - - 300 300 50330 Postage - 20 - 19 - - 50340 General Supplies 38,870 9,245 65,788 9,157 40,650 25,000 50360 General Maintenance 16,475 12,895 28,574 15,336 26,200 29,000 50380 Communications 4,012 17,078 15,790 5,650 21,900 15,360 50390 Dues-Memberships-Subscrip 9,000 - - - 9,000 - 50395 Employment Screening - 76 361 327 2,200 1,800 50430 Gasoline & Oil 9,881 10,110 25,463 20,011 20,000 21,600 50435 Small Equipment - - 480 6,527 5,500 5,600 50440 Equip & Vehicle Repair 81,320 104,076 115,817 112,135 158,100 158,650 50460 Uniforms 1,465 948 1,691 1,853 1,500 2,075 50462 Safety Wear and PPE 140 8,737 630 14,768 24,860 36,815 50470 Purchases Vehicles & Equipment 8,855 562,376 158,119 130,836 145,309 1,993,966 50475 Capital Improvements - 17,283 47,826 100,801 136,500 98,200 50520 Equipment Rental - -8,754 2,774 7,476 - 52510 Utilities for City Use 43,631 41,651 43,944 39,146 42,500 42,000 Total Fire Department 591,253 1,197,258 941,970 875,918 1,152,536 2,954,102 19 Page 19 of 128 Economic & Community Development 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 140,260 109,754 93,007 123,142 138,590 138,590 50045 Overtime 3,602 - 333 1,525 1,000 1,500 50190 Employee Payroll Taxes 10,466 7,649 6,533 8,957 10,885 10,575 50200 Employee Retirement Exp 7,901 8,340 6,460 9,374 10,318 10,670 50210 Employee Medical Insurance 28,768 25,112 18,200 20,124 21,524 21,955 50220 Casualty/Workers Comp Ins 6,676 - - - - - 50221 Workers Comp Insurance - 2,310 833 235 899 168 50222 Casualty/Property Insurance - 3,181 3,154 3,639 3,312 3,700 50230 Training/School/Travel 2,355 535 3,191 2,983 5,000 8,000 50290 Professional Services 188 177 - - 5,000 - 50300 Computer Expense 2,144 6,520 4,575 3,680 5,537 8,622 50320 Office Supplies 1,379 2,113 1,476 1,856 2,000 2,000 50325 Printers/Copiers/OE and supp - 11 85 170 300 240 50330 Postage 38 198 123 292 750 750 50340 General Supplies (0) 1,630 150 1,535 500 500 50360 General Maintenance - -- - 1,500 - 50380 Communications 1,003 37,896 1,572 1,806 2,190 10,316 50390 Dues-Memberships-Subscrip 239 239 1,618 2,470 3,000 3,400 50430 Gasoline & Oil 103 81 384 328 500 500 50440 Equip & Vehicle Repair 5 - 176 - 500 750 50470 Purchases Vehicles & Equipment 7,397 2,185 - - - - 50490 Community Events 311,490 151,715 191,605 162,250 229,400 243,100 50491 Charitable Contributions 174,016 236,648 196,750 129,500 200,500 209,000 50570 Adv & Promotion 37,152 27,240 11,190 8,123 31,100 37,000 50575 Tourism 10,162 4,276 15,186 9,811 20,000 20,000 Total Economic & Community Dev 745,345 627,810 556,601 491,801 694,306 731,418 Page 21 of 128 Civic Center 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 130,400 139,570 116,294 139,897 157,553 157,553 50045 Overtime 3,577 691 1,479 354 1,500 1,500 50190 Employee Payroll Taxes 9,769 10,418 8,974 10,302 12,283 11,900 50200 Employee Retirement Exp 10,005 11,437 9,571 11,761 12,574 13,444 50210 Employee Medical Insurance 27,958 32,103 29,001 25,458 37,048 27,725 50220 Casualty/Workers Comp Ins 4,508 - - - - - 50221 Workers Comp Insurance - 3,075 3,470 3,302 3,748 2,810 50222 Casualty/Property Insurance - 3,209 3,263 3,508 3,427 3,400 50230 Training/School/Travel 52 70 - - - - 50290 Professional Services 180 152 - - - - 50300 Computer Expense 4,048 6,335 3,714 3,439 7,391 8,680 50320 Office Supplies 868 219 239 381 1,000 1,500 50325 Printers/Copiers/OE and supp 463 406 562 470 600 840 50330 Postage - - - - - 50 50340 General Supplies 13,206 2,181 5,289 9,184 6,000 10,000 50360 General Maintenance 23,884 10,939 22,003 18,230 25,000 23,000 50380 Communications 474 1,334 756 968 3,100 1,020 50395 Employment Screening - - 216 - - 82 50430 Gasoline & Oil 53 31 - 479 500 750 50440 Equip & Vehicle Repair 512 1,088 1,843 246 1,000 2,500 50460 Uniforms - - - 470 700 700 50462 Safety Wear and PPE 1,065 360 - - 500 500 50475 Capital Improvements 52,192 55,539 - 216,125 508,638 231,000 52510 Utilities for City Use 23,239 23,380 21,462 21,205 - 22,000 Total Civic Center 306,452 302,536 228,136 465,835 782,562 520,954 Page 22 of 128 Museum/Welcome Center 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 81,418 102,596 97,200 94,940 108,842 108,842 50045 Overtime 650 23 315 75 500 500 50190 Employee Payroll Taxes 6,157 10,208 10,609 7,160 8,347 8,250 50200 Employee Retirement Exp 5,154 6,586 5,935 6,162 6,827 7,249 50210 Employee Medical Insurance 9,763 11,692 9,459 5,202 6,114 5,545 50220 Casualty/Workers Comp Ins 9,502 - - - - - 50221 Workers Comp Insurance - 1,779 2,138 2,562 2,309 2,385 50222 Casualty/Property Insurance - 8,018 8,895 9,223 9,340 8,700 50230 Training/School/Travel 52 35 - - 500 500 50290 Professional Services 156 152 - - - - 50300 Computer Expense 5,706 7,026 6,007 2,535 5,222 10,072 50325 Printers/Copiers/OE and supp 823 2,627 2,440 1,362 4,700 240 50340 General Supplies 5,254 10,269 7,184 8,214 12,500 13,000 50360 General Maintenance 21,642 13,077 34,627 19,589 25,900 26,320 50380 Communications 704 2,162 1,207 1,827 3,900 260 50390 Dues-Memberships-Subscrip - 230 - 270 300 300 50395 Employment Screening - -76 - - 82 50440 Equip & Vehicle Repair - 2,994 - - - - 50462 Safety Wear and PPE - -- - 500 500 50470 Purchases Vehicles & Equipment - -- - - - 50475 Capital Improvements - 19,626 28,826 11,098 5,000 5,000 52510 Utilities for City Use 9,460 9,279 10,768 10,151 - 11,000 Total Museum/Welcome Center 156,440 208,379 225,687 180,369 200,801 208,745 Page 23 of 128 Adult Recreation 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 146,233 121,242 184,282 195,620 223,216 223,216 50045 Overtime 329 272 1,596 1,121 2,000 2,500 50190 Employee Payroll Taxes 11,101 12,800 15,046 14,744 22,483 19,850 50200 Employee Retirement Exp 8,961 8,870 12,649 12,561 18,251 14,564 50210 Employee Medical Insurance 23,273 9,838 14,405 14,728 17,674 18,150 50220 Casualty/Workers Comp Ins 18,346 - - - - - 50221 Workers Comp Insurance - 3,403 3,589 4,757 3,876 4,658 50222 Casualty/Property Insurance - 12,444 14,838 14,044 15,579 13,900 50230 Training/School/Travel 52 280 - 240 500 500 50290 Professional Services 277 152 950 - 25,000 5,000 50300 Computer Expense 5,992 10,884 3,628 5,224 7,921 11,210 50320 Office Supplies - 4,753 4,695 628 5,000 5,000 50325 Printers/Copiers/OE and supp 338 1,617 1,717 1,642 2,000 2,520 50340 General Supplies 7,757 9,385 12,107 11,824 14,000 14,000 50360 Nix Center Maintenance 21,162 30,767 23,183 25,624 30,000 35,960 50380 Communications 1,052 2,913 2,274 2,212 3,500 2,280 50390 Dues-Memberships-Subscrip - 486 1,496 - 500 - 50395 Employment Screening - 156 686 - -82 50430 Gasoline & Oil 124 1,753 1,186 1,558 2,000 2,500 50440 Equip & Vehicle Repair 37 1,217 2,343 84 - 5,000 50462 Safety Wear and PPE - - - - 150 500 50470 Purchases Vehicles & Equipment 4,038 - - - - - 50475 Capital Improvements - 119,742 83,608 158,117 273,000 130,000 50560 Credit Card Processing Fees 763 1,215 1,034 1,209 - 1,000 51155 Welcome Center Maintenance - - 35 - - - 51355 Kitchen Supplies 1,528 2,447 2,341 1,158 2,500 2,500 51360 Special Programs 1,105 2,200 2,102 3,100 2,000 3,000 51365 Dance Expense 3,700 2,132 5,858 4,829 6,000 6,000 51375 Office Expense 3,795 - - - - - 51385 Shuttle Bus Expense 975 229 - 120 5,000 500 52510 Utilities for City Use 121,592 108,648 116,540 103,453 - 116,000 Total Adult Recreation 382,530 469,844 512,184 580,979 682,150 640,390 Page 24 of 128 Organization Object Amount Description Justification 001240 50490 $1,650.00 Arbor Day Tent Rental $600 Plaques $500 Poster and Framing $300 Banners/Print Materials/Prizes $250 001240 50490 $1,000.00 Fairhope Junior City Council General Supplies 001240 50490 $13,000.00 Christmas Parade Christmas Candy Throws $3,000 Misc Christmas Throws for Mayor $1,500 Food for Volunteers $600 Portables $600 Towable Lights $800 Signage $200 Decorations Welcome Center $2500 Christmas Volunteer Gifts $3,000 Note Cards for Volunteers $300 Float Decorations $500 001240 50490 $2,000.00 Community Cleanup Alabama Coastal Cleanup September Misc Supplies and Volunteer Food Pole Banner Community Cleanup Supplies for year round 001240 50490 $5,000.00 Community Shredding Events x 2 a year Shredder Truck for Earth Day 2250 Shredder Truck for America Recycles Day 2250 001240 50490 $7,400.00 Earth Day Anti-Litter Stage and Tent Rental $2000 Posters, Flyers, Pole Banner Update $300 Tshirts $4,000 Portables $700 Poster Framing $100 Other supplies $300 001240 50490 $6,650.00 Outdoor Farmers Market Spring & Fall Market Entertainment Activities $5500 Bags $400 Banner $250 Umbrellas $500 001240 50490 $13,500.00 Holiday Decorations H o l i d a y D e c o r a t i o n s Christmas Decorations $10,000 Downtown Trick or Treat $1500 Easter Bunny $1000 4th of July $1000 001240 50490 $48,500.00 4th of July Portables $2,500 Fireworks $40,000 Tent Rentals $500 Stage $4,000 Sound reinforcement $1,500 001240 50490 $5,000.00 Mardi Gras Portables $2500 Light Rental $1000 Welcome Center Decorations $1000 Beads/Moonpies $500 001240 50490 $2,800.00 Glow in the Park Outdoor movie screen and audio $1200 Glow supplies $700 Misc Decorations $500 Face Painting $400 001240 50490 $37,300.00 New Years Eve Celebration Portables $3000 Fireworks $13,000 Stage $6000 Kids Entertainment/Childrens supplies $2,500 Main Stage Entertainment $10,000 Hydraulic Crane $2000 Generator $800 001240 50490 $5,000.00 State of the City Misc Supplies Food City of Fairhope Community Events Page 25 of 128 Organization Object Amount Description Justification City of Fairhope Community Events 001240 50490 $87,700.00 Tree Lighting Includes $70k - this is for actual LED lights Production Services (Stage, Snow Machines, Lighting, Audio) $13,000 Entertainment $1,500 Portables $200 Signage/Pole Banners $500 Food $500 Mrs. Claus House Supplies $2000 001240 50490 $2,100.00 Veterans Day Plaque/ Car Magnet $200 Food for Reception $800 Wreath for Memorial Fountain $300 Supplies for Reception/Parade $100 Sounds and Lights for Sunset Prayer Service $500 Pole Banner $200 001240 50490 $4,500.00 Volunteer Week Fish Fry Food Supplies Plaque $243,100.00 Page 26 of 128 Organization Object FY2023 FY2024 Description Justification 001240 50491 $20,000.00 $24,000.00 Downtown Fairhope Business Association Letter Submitted 2023 001240 50491 $20,000.00 $20,000.00 Eastern Shore Art Center Letter Submitted 2023 001240 50491 $10,000.00 $10,000.00 Ecumenical Ministries Letter Submitted 2023 001240 50491 $0.00 $1,000.00 United Way of Baldwin County Letter Submitted 2023 001240 50491 $5,000.00 $5,000.00 Walking School Bus 2023 Letter submitted $35k and Mayor reduced to $5K in 2024 001240 50491 $57,000.00 $57,000.00 Rotary Youth Club Letter Submitted 2023 001240 50491 $5,000.00 $5,000.00 Baldwin County Child Advocacy Center Letter Submitted 2023 001240 50491 $6,000.00 $6,000.00 Fairhope Film Festival Letter Submitted 2023 001240 50491 $15,000.00 $15,000.00 Mobile Bay National Estuary Program Letter Submitted 2023 001240 50491 $20,000.00 $23,500.00 Eastern Shore Chamber of Commerce Letter Submitted 001240 50491 $3,000.00 $3,000.00 Baldwin Pops Concert Fee In-kind services 001240 50491 $2,000.00 $2,000.00 Eastern Shore Optimist Club/Dogwood Trail Pageant In-kind services for use of the Civic Center 001240 50491 $10,000.00 $10,000.00 Pirate Booster Club 001240 50491 $20,000.00 $20,000.00 Baldwin County Economic Development Alliance Letter Submitted 2023 001240 50491 $2,500.00 $2,500.00 FEEF - Golf Tournament In-kind services at Quail Creek Golf 001240 50491 $5,000.00 $5,000.00 Safe Harbor, LLC Trap, spay, neuter in Fairhope $200,500.00 $209,000.00 City of Fairhope Charitable Contributions Page 27 of 128 ( Mayor Sullivan and City Councilmembers: ~~gJ DOWNTOWN FAIRHOPE BUSINF.SS ASSOCIATION On behalf of the Downtown Fairhope Business Association, we would like to offer our sincerest thanks for your continued support of Downtown Fairhope and the Downtown Fairhope Business Association. The City's continued support allows us to do many projects and events that would not be possible without this strong partnership. We would like to request a $24,000 contribution this year to continue promoting tourism in Fairhope and hosting quality of life events for both visitors and residents. In 2023 we have printed 50,000 Fairhope Visitors Guides that highlight all the information someone visiting Fairhope would want and need. For the past several years the rising paper cost and higher printing cost has drastically increased the visitors guides cost. This guide is the most requested item at the Fairhope Welcome Center year after year and is sent to all 13 state welcome centers. Every year we work closely with the City of Fairhope to make sure this annual guide includes the most up-to-date information on shopping, dining, outdoor recreation, city plantings throughout town, the Fairhope Museum of History, Quail Creek Golf Course and a detailed map of the shopping district. The guide is available in all city buildings, local hotels and bed & breakfasts. The guide is also sent to interested visitors and residents who request one throughout the year. Here are just a few highlights of events and projects we have worked on this year: • In May 2023 the group hosted the 9th Annual Fairhope Girls Night Out, bringing over 1,000 women downtown to shop, dine, and in many cases to stay the weekend. • In November, the group will host the "14th Annual Outdoor Movie in The Street", which has become a beloved Fairhope tradition, bringing families into downtown to enjoy our beautiful lights and celebrate the magic of the holidays. • This summer we partnered with the City of Fairhope for the 7th Annual Glow in the Park Movie held in Fairhoper's Community Park in June. This year we played "Peter Pan" and had Tinkerbell dressed up for pictures, complementary popcorn and glow items for the children as well. • Fairhope's Annual Christmas Open House will celebrate its 62nd year in November and there will be special things happening all over downtown to celebrate! • We continue to update our Facebook page throughout the year and have thousands of visits each week from all over the world. In addition to the fun and exciting events we plan, we also do advertising to promote downtown events and encourage shopping throughout the year. The Downtown Fairhope Business Association continues to grow; in 2023 we had over 125 businesses join. The Downtown Fairhope Business Association membership is open to all brick and mortar Fairhope, Point Clear and Montrose businesses. The City's strong and continued support has helped us achieve this steady growth. The businesses are very grateful. The DFBA continues to become stronger and more engaged with each passing year, thank you! Sincerely, The Downtown Fairhope Business Association Board President-Ginger Milligan (Fantasy Island Toys) Vice President of Communications-Stephanie Reeves (The Cat's Meow) Vice President of Marketing-Barbara Levitt (M&F Casuals) Treasurer-June Wilson (National Bank of Commerce) Page 28 of 128 ( EASTERN SHORE ART CENTER Art Changing Lives May 24, 2023 Mayor Sherry Sullivan City of Fairhope PO Drawer 429 Fairhope, AL. 36533 Dear Mayor Sullivan: Thank you so much for your continued support of Eastern Shore Art Center! Attached please find the request for funding for 2023-2024 for Eastern Shore Art Associa- tion, Inc. With your support this year we have accomplished many new benchmark goals for ESAC. WE HAVE GROWN! We have increased our request from $20,000 to $24,000. OUR TOTAL OPERATING EXPENSES HAVE GROWN OVER 40 PERCENT IN THE PAST 6 YEARS: A few examples: • Insurance rose from $12,600 to $28,300 • Fairhope Utilities increased from $16,690 to $24,632 0 Our maintenance and cleaning increased from $4,000 to nearly $27,000 • Supplies and materials increased from $30,000 to $57,000 These costs reflect that ESAC has significantly increased our capacity to serve the com- munity! We hope the City of Fairhope will consider increasing our funding this year. Thank you again for your continued support to help Eastern Shore Art Center reach its mission for our community. 401 Oak St. Fairhope, AL 36532 (251) 928-2228 www.esartcenter.org Page 29 of 128 ( EASTERN SHORE ART CENTER Art Changing Lives Eastern Shore Art Association, Inc. REQUEST FOR FUNDING FY 2020-2021 $24,000 ESAC accomplished so much this year with this important funding from the City of Fairhope. With grant funding, ESAC can continue to enrich the lives of our citizens as we have done since our founding in 1959. OVERVIEW OF ESAC FY 2023 (June 1, 2022-May 31, 2023) ° First Friday Artwalk attendance continues to be a popular event for the community, with our most recent evening bringing in nearly 450 visitors in two hours! • Our 50th Annual Outdoor Art Show hosted 95 booths, with artists from all over the country. • We continue to fund Community Outreach programming, including NEW, specific pro- gramming for Rotary Youth Club. • We have increased our number of classes and workshops by 50% in the past 6 years, now hosting workshops that attract teachers from out of state. Attendees also hail from multiple states, traveling to our City to stay for multiple days in hotels and ( dining out in our local restaurants. • Annual Plein Air event: 60 artists descend on Fairhope for 4 days, painting in the open air, followed by an exhibit. These artists paint in and around downtown, bringing tourists into the area to shop and dine. • Our Summer Art Bash children's camp was a HUGE success last year and is anticipated to be a sell-out for this summer! • White Linen Night "A Night in Havana" was a huge success! • The Art of ... is planned again: A fun family day of art and science. This year we request $24,000 in funding: 1. First Friday $10,000: This important event for the community typically costs the Art Center over $12,000 in hard costs each year to host, with musical entertainment, catered food, and beverages. Sponsorship funds cover only a portion of the expense to Art Center, including publicity costs and manpower. We could not do this without your support, and without our dedicated volunteers who assist us each First Friday. The addi- tional $4,000 in funding would ensure that the Art Center does not have to bear the deficit of costs not covered by corporate sponsors for this important signature event for our community. 2. Community Outreach and Arts Education Programs $10,000: Provides art education and hands-on learning, on and off site, to all elements of our community: children, youth, adults, seniors, veterans, and special needs audiences. Community Outreach 401 Oak St. Fairhope, AL 36532 (251) 928-2228 www.esartcenter.org Page 30 of 128 ( f EASTERN SHORE ART CENTER Art Changing Lives will also include Fairhope-Point Clear Rotary Youth Club and low-cost art classes for lo- cal youth and senior citizens. 3. Fairhope Plein Air $4,000: This important "arts tourism" event brings artists and tourists to Fairhope for 5 days to paint and to observe artists painting in locations all around Fairhope. 4. We also again request the use of streets: Outdoor Art Show: (during Fairhope Arts & Crafts: Section street north of Magnolia to Oak Street and Oak Street to Bancroft and Equality) during the Outdoor Art show during the annual Arts, and Crafts Festival. White Linen Night, May 16, 2024, our annual fundraising Gala: (Oak Street between Section St. and Bancroft St) 5. We also request that security be provided, after hours, by the Fairhope Police De- partment for set up and take down hours during the Outdoor Art Show, and for the evening of White Linen Night. The Art Center could not reach our mission without your support. ESAC provides art expe- riences for everyone who visits and lives in Fairhope. Over 20,000 visitors from all over the United States and many foreign countries sign our guestbook. With our constantly changing exhibits, art classes, outreach, outdoor art show and special events, the Center and its staff and volunteers make a huge and lasting contribution to the cultural quality of life for our citizens. For over 60 years the Easter Shore Art Center has been part of the art community of Fairhope providing cultural programs, art exhibitions, education and outreach programs. We exist because of the support of our members, private contributions, corporate spon- sorship, class tuition fees, fundraising and through the valuable support of the City of Fairhope. We are proud of our impact on the community and the number of people we serve. Thank you again for your continued funding. 401 Oak St. Fairhope, AL 36532 (251) 928-2228 www.esartcenter.org Page 31 of 128 ( May 3, 2023 Mayor Sherry Sullivan City of Fairhope P.O. Box 429 Fairhope, AL 36533 Dear Sherry, ECUMENICAL MINISTRIES, INC. I am writing to request a $10,000 appropriation for our 2023/2024 fiscal year to help struggling families and low-income elderly in the City of Fairhope. In our last fiscal year our Emergency Aid Program provided financial assistance to 625 individuals who live in Fairhope at a cost of $41,394. We provided 1,325 ($19,875) meals through our pantry. Our Meals on Wheels program delivered 13,811 meals to homebound elderly and disabled clients in the city and our Repair Baldwin Program completed 14 home repair projects at a total cost of $33,059.62. In addition our Christmas Sharing Program provided Christmas gifts for 123 children ($9840) and 60 ($3600) homebound elderly. I know all of this would not have been possible without the City of Fairhope's continued support of this ministry and the work we do. Thank you for your positive consideration of our request. My best, s SallyD~ Executive Director Eastern Shore Office 564 Fairhope Ave. • Fairhope, AL 36532 (251) 928-3430 • Fax (251) 928-3902 www.baldwinemi.org P.O. Box 1103 • Fairhope, AL 36533 South Baldwin Office 102 W. Spruce Ave. • Foley, AL 36535 (251) 943-3445 • Fax (251) 943-3452 Page 32 of 128 ( Fairhope Walking School Bus Proposal 5-29-23 With the City of Fairhope's financial support last year, the Baldwin County Trailblazers (BCT) coordinated the tenth year of the Walking School Bus (WSB) program at Fairhope West Elementary School. This program increases the health of children, provides parents a way for their children to safely walk to school, and reduces traffic congestion. We request the City's investment to develop & administer the I I th year of this unique program and expand the WSB to serve other schools in the Fairhope school feeder pattern. Your support will make the following possible: I. Continue the popular WSB at Fairhope West Elementary School 2. Communicate with Newton and Fairhope East School to begin a pilot WSB program 3. Adjust all administrative systems to handle the increased number of students. 4. Provide data from WSB evaluation/surveys to support any Fairhope applications related to walkable/bikeable communities and quality of life. 5. Work with local business and civic groups to develop financial support for the WSB. 6. Continue to serve in a leadership role for Baldwin County's Safe Routes to School Steering Committee. The outcome will include a stronger community "web" in which parents, neighbors, businesses, and citizens all protect & celebrate their walking students. Baldwin County Trailblazers is asking the City of Fairhope to provide $ I 0,000 of support for the Walking School Bus project. BCT will raise all additional funding necessary for program implementation Project Budget Project Management $30,000 * Provide stipends for four staff who manage approximately 30 volunteers in the safe escort of 60+ students to school five days a week-the entire year * Register all students, monitor daily attendance, & provide a recognition program * Develop & maintain a website & social media presence * Obtain & analyze continuous data for evaluation purposes & monitor any safety issues * Communicate all activities to school, parents, police, volunteers & media Training/safety/communication materials $5,000 * Purchase liability insurance * Develop communication materials for use by the city and local business/civic groups * Design & order t-shirts and safety vests for WSB students & adult volunteers * Maintain the WSB kiosk as a check in station for students Total $35,000 Page 33 of 128 Gayle Fogarty "=rom: .,ent: To: Cc: Subject: Paige Crawford Monday, September 11, 2023 1 :54 PM Gayle Fogarty Kimberly Creech FW: City of Fairhope, AL: COMMUNITY GRANT APPLICATION This is all I have form the United Way of Baldwin County. From: webmaster@cofairhope.com <webmaster@cofairhope.com> Sent: Wednesday, March 22, 2023 9:54 AM To: Paige Crawford <Paige.Crawford@fairhopeal.gov> Subject: City of Fairhope, AL: COMMUNITY GRANT APPLICATION SENT FROM AN EXTERNAL ADDRESS A new entry to a form/survey has been submitted. Form Name: Date & Time: l.esponse #: Submitter ID: IP address: Community Grant Application 03/22/2023 9:54 AM 11 40940 38.35.181.132 Time to complete: 13 min., 12 sec. Survey Details Page 1 Agency Name: Un ited Way of Ba ldwin County, Inc. Executive Director: Marina Simpson Contact Person: Lana Mummah Address: 700 North McKenzie Street Phone Number: {25 1} 943-2110 Page 34 of 128 ( ( Email Address: Im um mah@unitedway-bc.org Community Grant Amount Requested: $1000 Prior Year Amount Requested: $1000 Prior Year Amount Awarded: 0 The following information is required with your submission: 1. Grant Programs Please compile a summary that specifies how grant funds will be used to better serve the community and the City of Fairhope. 2. Requests made to other government agencies Please list all requests made to other cities or governmental agencies and the amounts requested. 3. Board of Directors Include all Board Members contact information including email addresses and place of employment. Also, please include a copy of the board meeting minutes that authorizes the request for grant funds. 4. Agency Staff/ Administration Please list all individuals associated with the grant application including email addresses and phone numbers. 5. Current Audited Financial Statements Please include the latest Audited Financial Statements & Current Year Budget. 6. E-Verify & Tax Documentation Please provide proof of enrollment in the E-Verify system & complete W-9 form. All applications must be approved by the City of Fairhope's City Council. Summarize the specifics of how grant funds will be used to better serve the community and the City of Fairhope. The United Way of Baldwin County is a nonprofit organization that works to build, grow and enhance the well-being of citizens in Baldwin County. We currently provide funding to 25 of our partner agencies which serve the Fairhope area: Alabama Sheriff's Boys Ranch, American Red Cross, Association for Retarded Citizens, Baldwin County Education Coalition, Baldwin Youth Services, Big Brothers Big Sisters, Feeding the Gulf Coast Food Bank, Boys and Girls Scouts, CARE House, Drug Education Council, Ecumenical Ministries, Fairhope Rotary Youth Club, Family Promise, Goodwill Easter Seals, Home of Grace, Jennifer Claire Moore Foundation, South Alabama Volunteer Lawyers Program, The Bridge, The Family Center, The Lighthouse, The MRDD Board, The Shoulder, Under His Wings and the YMCA of South Alabama. In addition, the United Medical Partnership for Children, a program unique to the United Way of Baldwin County, provides basic medical services to public school children whose families are underinsured or uninsured in the Fairhope feeder pattern. We also have our in-house program, First Steps, where we partner with Fairhope Pediatrics and the Eastern Shore Pediatrics in offering brand new books to children at their 6 months to 5 year well check. At the child's 24-month check, they also receive a MyPlate which promotes healthy eating. 2 Page 35 of 128 If awarded, the community grant will be used to further our mission to serve Fai rhope residents wit.h food, utility assistance, and the youth club in Fairhope. Please list all requests made to other cities or governmental agencies and the amounts requested. City of Daphne $1000 (pending) Town of Magnolia Springs (received) City of Gulf Shores $1000 (pending) Include all Board Members contact information including email addresses and place of employment. Include a copy of the board meeting minutes that authorizes the request for grant funds. Board Members email & place of employment Linda Mong, Cha ir (2023-2025)* Cadence Bank 101 Rock Creek Pkwy. Fairhope, AL 36532 Work -251-990-5851 Cell -251-599-2290 Linda.mong@cadencebank.com Grayson Moore, Vice Chair (2021-2023) Baldwin Mutual Insurance 461 Fortune Dr. Fairhope, AL 36532 Cell -251-213-3633 Graysonmoore83@gmail.com Jill Bryars (2023-2025)* Regions Bank 55 N. Section Street Fairhope, AL 36532 Work -251-438-8712 Cell -404-353-6226 Jill.bryars@regions.com Angela Byrnes, Past Chair (2022-2024)* 23711 Downing Road Summerdale, AL 36580 Cell -251-747-3172 langlaj@gmail.com Felisha Anderson (2022-2024) Baldwin Co. Dept. of Archives and History 312 Courthouse Square, Suite 26 Bay Minette, AL 36507 Work -251-580-1897 Cell -251-222-8319 fanderson@baldwincountyal.gov Keith Branham (2022-2024) Ascend Performance Materials 518 S, Bay St. Foley, AL 36535 Cell -251-609-5593 kbranh@ascendmaterials.com 3 • I Page 36 of 128 ( Grant Brown (2021-2023)* Executive Committee Member City of Gulf Shores P.O. Box 299 Gulf Shores, AL 36547 Cell -251-747-2296 Work -251-968-1848 gbrown@gulfshoresal.gov Colby Cooper (2022-2024)* Executive Committee Member Hix Snedeker Companies 117 Willow Lake Dr. Fairhope, AL 36532 Cell -251-605-9713 colby@hixsnedeker.com: colby@cooperlyon.com Clair Dorough, Past Chair (2021-2023)* City of Bay Minette 19786 Phillipsville Road Bay Minette, Al 36507 Cell -251-689-1837 Work -251-580-1632 Clair.dorough@ci.bay-minette.al.us Travis Foster (2022-2024) Publix Supermarkets 160 Cotton Creek Dr. Ste. 100 Gulf Shores, AL 36542 Work -251-948-1281 d02182420@yahoo.com Kim Frank (2023-2025) Baldwin EMC P.O. Box 220 Summerdale, AL 36580 Work -251-989-0294 Cell -251-747-0276 kfrank@baldwinemc.com Cecilia M. Hammond (2023-2025) Gulf Packaging, Inc. 55772 B Lottie Road Perdido, AL 36562 Cell -251-253-9427 chammond@gulfpkg.com Travis Langen (2023-2025)* Gulf Coast Center for Ecotourism and Sustainability 18694 Ced a Dr. Foley, AL 36535 Work -251-210-8721 Cell -760-420-0943 travis@gulfcenter.org Jim Perry (2022-2024) Baldwin County Public Schools-Stapleton 4 Page 37 of 128 ( 21314 Marlot Loop Silverhill, AL 36576 Work -251-937-2038 Cell -251-327-5761 jperry@bcbe.org Margaret Roley {2021-2023)* South Baldwin Regional Medical Center 41577 Co. Road 39 Bay Minette, AL 36507 Work -251-949-3461 Cell -251-747-4933 Margaret Roley@chs.net Lindsay Schumacher {2022-2024) L. Schumacher Consulting 12744 Hunters Chase Foley, AL 36535 Cell -251-583-6352 lindsay@lschumacherconsulting.com Marcia Stabler (2022-2024)* Executive Committee Member The First Bank 25428 Co. Rd. 54 W Daphne, AL 36526 Work -251-990-2070 Cell -251-604-5516 mstabler@thefirstbank.com Beth Thomas {2022-2024) Community Affairs Manager Alabama Power 150 St. Joseph St. Mobile, AL 36602 Cell -251-422-3331 enweathe@southernco.com Executive Board Officers Grant Brown Colby Cooper Marcia Stabler *Second Term Staff Marina Simpson, Executive Director P.O. Box 244 Foley, AL 36536 Work -251943-2110 Cell-251-75-8536 , I • 5 Page 38 of 128 msimpson@unitedway-bc.org Lana Mummah, Finance and Program Director P.O. Box 244 Foley, AL 3636 Work -251-943-2110 Cell -251-978-3368 lmummah@unitedway-bc.org 2023 Board Meetings Feb. 14, 4:00 pm Mar. 14, 1:00 pm (Executive Committee) Apr. 11, 4:00 pm May 2, Agency Reviews May 9, Agency Reviews June 13, 4:00 pm July/August TBD, Board Retreat Sept. 12, 1:00 pm (Executive Committee) Oct. 10, 4:00 pm Nov. 14, 1:00 pm (Executive Committee) Dec. 12, 4:00 pm Board Meeting Minutes Minutes Exec Board Meet March 2023.doc List all individuals associated with the grant application including email addresses and phone numbers Email addresses and phone numbers Marina Simpson, msimpson@unitedway-bc.org; 251-943-2110 ext. 103 Lana Mummah, lmummah@unitedway-bc.org; 251-943-2110 ext. 101 Please include the latest Audited Financial Statements & Current Year Budget. Latest Audited Financial 2021 Audited Financials UWBC.pdf Statement Current Year Budget 2023 Budget Approved.xlsx Proof of enrollment in the E-Verify system & complete W-9 form E-Verify System enrollment Complet W-9 form Thank you, City of Fairhope, AL Everify enrollment.pdf 2023 W9.pdf This is an automated message generated by Granicus. Please do not reply directly to this email. Page 39 of 128 June 6, 2023 Paige Crawford Director of Community Affairs City of Fairhope Post Office Drawer 429 Fairhope, AL 36533 Dear Paige, ouch Club On behalf of the entire Board of Directors, I would like to thank the City for their past suppmt of the Rotary Youth Club. The Club offers a safe, suppmtive environment with programs to help children achieve academically, build healthy habits and foster skills they need to become productive, caring, responsible members of the community. We are requesting the City's continued suppo1t of the RYC by providing a donation of $57,000 (that includes $2,000 in supplies). This is the same amount that we received from the City last year. In addition, we are also asking that the cigarette tax that comes to the City of Fairhope from the Baldwin County Commission of roughly $20,000 continue to be pledged to the Rotary Youth Club. These funds are essential for the continued operation and growth of the Club. Thank you again for your support! Sincerely, EdHammele Board President Fairhope-Point Clear Rotary Youth Programs, Inc. Fairhope-Point Clear Rotary Youth Club Is a 501(c)3 nonprofit organization. Federal Tax lO#26-4285903. NO goods or seNices were received in consideration of this gift. Page 40 of 128 • • • ., . . ,[~ ( ·'. ; . . . Baldwin County Child Advocacy Center June 6, 2023 The Honorable Sherry Sullivan City Council City of Fairhope 161 N. Section Street Fairhope, AL 36532 Re: Financial Request CARE House, Inc. Dear Mayor Sherry Sullivan and City Council Members, CARE House, Inc., dba the Baldwin County Child Advocacy Center (BCCAC), is very grateful for the City of Fairhope's past generous support of our important mission. The BCCAC is the only child advocacy center in Baldwin County and the only agency in our county providing specially trained counselors and interviewers to work with children who are victims of sexual and severe physical abuse. All victim services are provided at no charge for children and their supportive family members. Last fiscal year, we provided direct intervention services for 447 Baldwin County children and prevention education for 8,570 children. We are respectfully requesting financial assistance in the amount of $7,500 for the 2023-2024 fiscal year to assist us with serving Fairhope residents. Last calendar year, we provided direct intervention services for 48 children with a Fairhope address and also provided prevention services to 2048 children in Fairhope schools. Your donation will help supply the funds needed for BCCAC to offer the services of an experienced victim and family advocate, three highly qualified, specially trained therapists and two forensic interviewers. This funding will also help us continue to provide abuse prevention programs within Fairhope schools. I will be happy to provide any additional information that may be helpful to you in making your decision. If you have any questions, please contact me at 251-989-2555. Thank you so much for your time and consideration, and we appreciate Fairhope's commitment to providing safety, healing, and justice for child abuse victims in our county. ctfully S~bmitted, • ~'u..t~.k~JU Whitaker Executive Director CARE House, Inc., dba Baldwin County Child Advocacy Center P.O. Box 884, Summerdale, AL 36580 (251) 989-2555 www . BaldwinCountyCAC . org f, .t C!"iltl·I~,, l II IIO!t£'1, \l l I\:--,_;, ! Page 41 of 128 ( April 5, 2023 City of Fairhope 161 N. Section Street Fairhope, AL 36532 Dear Mayor Sullivan and Fairhope City Council: 122 Fairhope Avenue Suite 1 Fairhope, Alabama 36532 www.fairhopefilmfestival.org Thank you for all you have done for the past Fairhope Film Festivals. By working in a partnership, Fairhope's film festival is the "Best of the Best" and spotlights the City of Fairhope to over 4,000 film enthusiasts. Together we are "Creating Community Through Film". FFF requests the following from the City of Fairhope to ensure another great 4-day event for the 2023 Fairhope Film Festival. We hope you will continue to support us in our ELEVENTH ANNIVERSARY. 1. We wish to renew the contract between The Governing Body of the City of Fairhope and the Fairhope Film Festival, a 501(c)3 in that the City of Fairhope will include the sum of $6,000 in its 2023/2024 Budget. The Fairhope Film Festival brings sustained economic growth from the film industry and regional movie goers to the Alabama Gulf Coast area. 2. The Fairhope Film Festival requests the use of the Welcome Center on Section Street to use as our "box office" and information booth from Wednesday November 8th through Sunday, November 12th 2023. Official FFF Box Office hours: Wednesday 10:00-5 pm, Thursday 9:00 am--6:00 pm, Friday 9:00 -6:00 pm; Saturday 1 0:00am to 5:00pm and Sunday 1 0:00am to 1 :00pm 3. We request use of the public area (10 N. Section) near the Fairhope Clock ~ adjacent to the flower bed and near the NE comer of Fairhope Avenue and Section Street. The area will need to be large enough for a 1 O' x 1 O' promotional tent with a couple of 6' tables underneath. 4. Banners: We are requesting signage and additional publicity in city notifications from October 1, 2023 through November 12th, 2023. We request a minimum of 6 Pole Banners to be hung 14 days prior to & during Festival ~hung October 26th through the end of November 13th 2023. 1st choice: N Section St. NW of Flower Clock; 2nd Volanta Ave. & N Section; 3rd Comer of Oak & N Section St (next to ESAC); 4th N Section at City Hall; 5th Morphy Ave & S Section St; 6th Fairhope Ave @ School St (near Coastal). We welcome suggestions as to how we can better market the City of Fairhope for future Fairhope Film Festivals. Thank you for your consideration of our requests. Sincerely, Mary M. Ri Executive Director cc: Sherry Sullivan Jay Robinson Enclosure: Certificate of insurance Created to bring the best in world cinematic culture to our region, to introduce our area as a viable location for the film industry, to encourage Alabama filmmakers, and to increase the state and local economy. Page 42 of 128 ( May 25, 2023 City of Fairhope 161 N. Section Street Fairhope, AL 36532 Dear Mayor Sullivan and Fairhope City Council: 122 Fairhope Avenue Suite 1 Fairhope, Alabama 36532 www. fairhopefi lmfestival .org Thank you for all you have done for the past Fairhope Film Festivals. By working in a partnership, Fairhope's film festival is the "Best of the Best" and spotlights the City of Fairhope to over 4,000 film enthusiasts. Together we are "Creating Community Through Film". We hope you will continue to support us in our ELEVENTH ANNIVERSARY. We wish to renew the contract between The Governing Body of the City of Fairhope and the Fairhope Film Festival, a 501(c)3 in that the City of Fairhope will include the sum of $6,000 in its 2023/2024 Budget. The Fairhope Film Festival brings sustained economic growth from the film industry and regional movie goers to the Alabama Gulf Coast area. We appreciate your support of past festivals and look forward to your continuing support. Sincerely, cc: Mayor Sherry Sullivan Jay Robinson, Council President Enclosure: Certificate of Insurance Created to bring the best in world cinematic culture to our region, to introduce our area as a viable location for the film industry, to encourage Alabama filmmakers, and to increase the state and local economy. Page 43 of 128 June 5, 2023 MOBILE BAY NATIONAL ESTUARY PROGRAM The Honorable Sherry Sullivan, Mayor City of Fairhope P. 0 . Drawer 429 Fairhope, AL 36533 Dear Mayor Sullivan, The Mobile Bay National Estuary Program (MBNEP) respectfully requests $15,000 (fifteen thousand dollars) from the City of Fairhope to support its work in watershed management planning and implementation and st01mwater education. This funding would leverage and match our airnual U.S. Environmental Protection Agency grant of $850,000 for program year 2023-2024. The City has supported the MBNEP from 1998 through 2023. MBNEP appreciates this funding and looks forward to continuing this partnership and striving for improved environmental management. The MBNEP is guided by a federally-approved Comprehensive Conservation and Management Plan (CCMP), developed and updated by government agencies; industries; academia; and citizen groups. The CCMP is created based on local input and supports local priorities for protecting our water quality, sustain populations of key living resources, manage vital habitats, mitigate human impacts and build citizen stewardship. It provides a blueprint for the management of the resources coastal Alabamians value, including Fairhope, and its waters and rich coastal habitats. Implementation of the CCMP includes projects directly benefitting the City, its people, waters, and natural ( resources. The CCMP prescribes watershed management plans (WMPs) to ensure protection and restoration efforts arc based in science and fit into an overall management program. With suppo11 from the Alabama Department of Conservation and Natural Resources, the MBNEP is facilitating development of WMPs for all the State's tidally influenced watersheds. This process engages Watershed residents and identifies critical issues and potential opportunities for restoration, recommends measures to stem the pervasive erosion and stonmvater-related sanitary sewer overflows persisting or escalating throughout the area due to increasing development and proliferation of impervious cover. The process even recommends potential funding sources to pay for those measures. Over the last several years, coastal WMPs have netted millions of dollars of investment to improve environmental management of watersheds across coastal Alabama. A Comprehensive Management Plan for the Eastern Shore Watershed Complex, including the Yancey Branch, Rock Creek, Fly Creek, Point Clear Creek, and Bailey Creek subwatersheds will be completed during the summer of 2023. A Thompson Engineering team was contracted to work with the City and community stakeholders to develop this Plan with funding secured from the Federal RESTORE Council and the State of Alabama. The MBNEP coordinates the Coastal Alabama Stormwatcr Team, or CAST, which provides a forum for county and municipal resource managers to share local priorities related to stonnwater and natural resource management and guide development of tools and resources needed at the local level. These efforts have resulted in the production of videos related to Low Impact Development, stormwatcr management, MS4 requirements, and watershed management. The group also has guided development of a comprehensive review of stonnwater and natural resource regulations which has provided a useful resource for updating regulations and ordinances. One of the recommendations coming out of the Weeks Bay Watershed Management Plan, which includes some of Fairhopc's geography, was the establishment of Plan Lower Alabama Now (PLAN). This group with representatives from across Baldwin County, come together on a regular basis to coordinate comprehensive 118 North Royal Sr. • Suite 601 • Mobile, Alabama 36602 • (251) 431-6409 • Fax (251) 431-6450 • www.mobilebaynep.com Page 44 of 128 planning, zoning, and other growth related issues through discussion and expert programs, lo collectively elevate the level of collaboration among differing communities related to land use issues and environmental protection. In suppo1i of the City's MS4 permit requirements related to community education, the MBNEP continues to invest in the development of the Create a Clean Water Future public awareness campaign and educational videos related to stonmvater management. The campaign features an interactive website and open-source content for the City's use in conducting stonnwater related outreach. Finally, MBNEP coordinates Management Conference committees for project implementation, government networks, and business resources quai1erly meetings to bring the coastal Alabama comm.unity (including leaders from the City of Fairhope) together on a regular basis for technology transfer, project updates, and development of initiatives to improve environmental management. We hope to see you and/or your designee(s) at the next GNC meeting, which will be held June 16, 2023. Since I 998, the City has contributed a total of $120,250 to the MBNEP. With a full understanding of the budgetary demands and other constraints facing local governments, we hope you agree the MBNEP has proven to be a reliable partner and sound investment, leveraging $27 for every dollar of City of Fairhope support. We understand the budgetary demands, challenges, and constraints facing local governments, but with the City's financial assistance and leadership, tremendous progress is being made supporting Fairhope through implementation of our CCMP. I would be delighted to address your City Council to communicate the value of a Fairhope-MBNEP partnership. Your support is necessary if we, as a coastal community, are to continue improving how we manage and optimize the use of our land and waters for the benefit of the people who enjoy coastal Alabama, its estuarine waters, and its amazing diversity of flora and fauna. We hope you will favorably consider this request for support. Sincerely, ~, -, 2___ ' C'-l,\..L- ~wann _ Director CC: Paige Crawford, Director of Community Affairs MOBILE BAY NATIONAL ESTUARY PROGRAM Page 45 of 128 ( EASTERN CHAMBER OF COMMERCE 327 Fc1irt1ope Avenue, Fairt1ope, AL 36532 • 25·1 928.6387 • w1.v1,v escl1amber.com office@esct1amber.com Celebrating 100 years in 2024! June 9, 2023 The Honorable Sherry Sullivan, Mayor City of Fairhope Dear Mayor Sullivan: Please accept this letter as our official request to be placed in the City's 2023-24 budget. The request for $6,000 for the Annual Contract Dues will enable us to pro- vide our services to market, strengthen and connect Fairhope and the Eastern Shore. Our Tourism Website, www.exploreeasternshore.com has a direct connection to the City of Fairhope website and much, much more. In addition, we request $15,000 as part of our Annual Leaders Council investment and to support the Chamber's initiatives such as the Job & Career Expo for High School Students. Leaders Council offers elected officials, business owners and execu- tives elite networking opportunities and input into important Chamber and commu- nity issues. The city's financial investment would be supported with additional mar- keting, event, and member-only benefits. The Mayor or a Member of the City Council are eligible to join this group's activities. Through Leaders Council, the City of Fair- hope is promoted at all Chamber events, our website and through other promotions. Th is year I am also requesting a onetime contribution of $2,500 to support our Cen- tennial Celebration. Founded in 1924, we are excited to share the history of our Chamber and our cities. We plan to end the year with a special celebration. A detailed packet of information outlining our progress as well as a view of initiatives will be delivered to each member of the Fairhope City Council, this packet is included with this request. Of course, I am always available to answer questions. The Chamber's Youth Leadership and STEPs Program has a direct and positive effect on Fa irhope's youth. The Jubilee Festival has broadened its scope to include Fairhope High School and St. Michael's as part of the High School Art Show. Workforce Devel- opment is a major focus of our Chamber as we connect business, education, and workforce needs. Our Eastern Shore 101 gives participants an in-depth look at area attractions, so they can serve as Ambassadors of the Eastern Shore. We are very grateful for our partnership and strive to support the goals of the City of Fairhope. I thank you in advance for your consideration of our request and for help- ing us make the Eastern Shore the best place to live, work and cultivate business. / I Casey Gay ..-tt1 Preside , E/1 O • ll'fB@MYiillbiiiA44@iiA Page 46 of 128 ( ( BALDWIN COUNTY September 11, 2023 Mayor Sherry Sullivan City of Fairhope Post Office Drawer 429 Fairhope, Alabama 36533 Dear Mayor Sullivan: tCONOMI( DEVELOPMENT ALLIANCE P.O. SOX 1340 ROBERTSDALE, AL 36567 WHW baldwineda com Thank you for your continued financial support of the Baldwin County Economic Devefopment Alliance. Your partnership and contribution to the AJJiance are critical to the su~cess o·f our organization and to Baldwin County's continued economic development.. The Alliance has more than I 00 partners that give fmanciaJly to our organization. However~ we ask our investors for more than a financial investment. We ask you to give of ymn· time, talents and resources in assisting us to successfully execute our plan and bring competitive, hlgn-paymg jobs to Baldwin County. In the past year, because of our partnership with the City of Fairhope, we were able to secure a $750,000 appropriation from Congressman Jerry Carl to aid the $3,J25,000 :Economic DeveJopment Administration's matching grant awarded to the City and the Aniance. As the fastest growing county in Alabama and one of the fastest growing counties: in the nation, Baldwin County continues to realize new job creation opportunities every day.. Now, nmre than ever, your contribution to the Alliance is important, appreciated, and needed. Your va1ued support will help us continue to grow Baldwin County into a hub-for innovative industries with global reach. As you consider your budget year, we would like to request level funding of $20,(i):0€), for fiscaV year 2023-2024. We wiU be happy to provide a formal contract fm· such services if needed. I look forward to catching up with you in person very soon. Sincerely, ~ Lee awson President and CEO Baldwin County Economic Development AJJiance Page 47 of 128 ( Sherry Sullivan =rom: Sent: To: Cc: Subject: Renee, Sherry Sullivan Friday, May 19, 2023 4:42 PM Renee Smith; Jimmy Conyers; Kevin Boone; Corey Martin; Jack Burrell; Jay Robinson; Will Newsom Paige Crawford; Lisa A Hanks, MMC RE: Contracted TNR Program for Community Cats We will include this request for consideration in next year's budget. Thank you for all you and your team do for our community. Have a great weekend, Sherry Sullivan Mayor City of Fairhope 251-990-0100 o<c FA/~/j_ .¢ u t<\ ~('\BA.~~ From: Renee Smith <renee@safeharborac.org> Sent: Friday, May 19, 2023 4:07 PM To: Jimmy Conyers <jimmy.conyers@fairhopeal.gov>; Kevin Boone <kevin.boone@fairhopeal.gov>; Corey Martin <corey.martin@fairhopeal.gov>; Jack Burrell <Jack.Burrell@fairhopeal.gov>; Jay Robinson <jay.robinson@fairhopeal.gov>; Sherry Sullivan <sherry.sullivan@fairhopeal.gov>; Will Newsom <william.newsom@fairhopeal .gov> Subject: Contracted TNR Program for Community Cats Good afternoon The $5,000 Contract amount to assist with controlling the Community Cat over population is nearly exhausted in just 3 months since receiving funds. There is equivalent of 3 cats remaining on the contract. We have successfully altered and vaccinated 50 Community cats. 1 Page 48 of 128 ( The majority of the cats trapped were in the vicinity of Co Rd 13 & Morphy Ave at the three Mobile Home parks. Pecan Park, Windsor Place & Meadowridge. And several that were new strays that showed up at the Windmill Rd colony that was previously funded by Baldwin Humane. Unfortunately, the population in just those areas has exhausted Fairhope's funding and has prevented us from getting any further into our list of TNR requests within the City. Just this year alone, Reilly Cir, Pecan Ave, Gilbreath Ave, Hollowbrook Ave, River Oaks Dr just to name a few on our list. These locations have a combined estimated total of 55 cats reported to us. With kitten season among us, that total has likely quadrupled. And in just a couple of months, this seasons kittens will become pregnant. Of those that survive the cruel fate they're born into, the City of Fairhope is looking at over 100 more cats at JUST these locations. That does not include population totals for the outstanding requests received in 2022. We've only put a tiny dent on the City's Community cat populations. We hope you will consider additional funding of $10,000 to cover the need of Fairhope's citizens and the homeless cats needing to be altered this year. Sooner rather than later, as the population continues to increase daily. i=or the time being, we will direct new inquiries to Animal Control, the Council and The Haven for guidance and/or ,ssistance. Lastly, the County funding was recently released to begin their TNR Program. All Incorporated areas that do not fund this program, should consider following suit with the County as a whole to see the best impact. The effective solution to FIX the problem humanely, is prevention. Prevent more unwanted litters from being born. The County Commission understands the problem will not FIX itself. Again, we hope you will reconsider the amount funded to help with this issue. Sincerely, Renee Smith 251-422-8052 2 Page 49 of 128 Appropriation 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 51820 Public Library-Approp. 859,401 816,431 859,000 802,083 875,000 918,750 51870 The Haven 65,000 82,500 150,000 137,500 150,000 159,000 51880 Airport Appropriation - 15,000 - - - - 51890 Airport Appropriation-Debt Svc 320,000 320,000 320,000 293,334 320,000 320,000 51895 Baldwin County Board of Educat - 75,000 69,800 75,000 75,000 75,000 51900 Baldwin Co. Transit Hub 26,680 31,740 31,740 29,095 31,740 31,740 Total Appropriation 1,271,081 1,340,671 1,430,540 1,337,012 1,451,740 1,504,490 Page 50 of 128 Fairhope Public Library Board Current Yr 9/30/2014 9/30/2015 9/30/2016 9/30/2017 9/30/2018 9/30/2019 9/30/2020 9/30/2021 9/30/2022 9/30/2023 Cash balance 155,642.00 352,791.00 409,102.00 462,992.00 551,788.00 564,556.00 768,366.00 825,725.00 660,546.00 Revenues (Grants and Contributions)763,340.00 957,070.00 903,485.00 952,047.00 1,017,813.00 975,239.00 1,047,630.00 925,054.00 993,841.00 Expense 767,905.00 761,905.00 845,241.00 912,627.00 924,708.00 888,850.00 911,885.00 871,675.00 1,186,460.00 Change in Net Position (4,565.00) 195,165.00 58,244.00 39,420.00 93,105.00 86,389.00 135,745.00 53,379.00 (192,619.00) Payment from City of Fairhope 674,100.00 714,100.00 814,600.00 814,599.96 814,599.96 818,477.00 859,401.00 816,431.00 859,000.00 802,083.34 Budget City of Fairhpe-Library Approp 674,100.00 714,100.00 814,600.00 818,477.00 818,477.00 818,477.00 859,401.00 816,431.00 859,000.00 875,000.00 As of 8/11/2023 Audited Information Page 51 of 128 FAIRHOPE PUBLIC LIBRARY 2023 - 2024 BUDGET 2022 - 2023 2023 - 2024 7/28/2023 Income In-House Income 306 - Contributions - Others $6,000.00 $5,000.00 309 - Damaged/Lost Audio & CD's $190.00 $185.00 310 - Damaged/Lost Books $1,900.00 $2,000.00 312 - Damaged/Lost Videos & DVD's $100.00 $100.00 313 - Fines $9,000.00 $9,200.00 319 - Proctor Income $900.00 $450.00 322 - Copies/Computer Printers $6,000.00 $7,000.00 324 - Miscellaneous Income $26.00 $100.00 327 - Meeting Room Income $5,000.00 $4,000.00 328 - Fax Income $450.00 $275.00 329 - Replace Library Cards $700.00 $700.00 330 - ILL Income $50.00 $20.00 Total In-House Income $30,316.00 $29,030.00 Deferred Revenue $72,870.00 $101,869.00 40% Outside Income 303 - City of Fairhope $875,000.00 $918,750.00 5%$43,750.00 Total Outside Income $978,186.00 $1,049,649.00 Total Income Expenses - Operating Non-Budgeted Expenses 471 - Maker Space Library Supplies New Totals 406 - Technical Services $1,400.00 $1,100.00 416 - Children Program Supplies $1,800.00 $1,700.00 417 - Adult Program Supplies $100.00 $100.00 420 - Equipment/Furnishings Purchase $1,600.00 $1,600.00 436 - Office/Library Supplies $4,500.00 $5,000.00 439 - Supplies - Printers $3,900.00 $4,250.00 448 - Laminator Supplies $350.00 $250.00 Total Library Supplies $13,650.00 $14,000.00 Maintenance 424 - Janitor Service Contract $21,500.00 $22,000.00 424.1 - Janitorial Supplies $4,600.00 $4,600.00 425 - Building Maintenance $30,000.00 $12,000.00 $6,000.00 424.2 - Laundry $450.00 426 - Equipment $600.00 $667.00 Total Maintenance $56,700.00 $39,717.00 $45,717.00 Adult Materials 402 - Audio Books (CDs & Playaways)$1,800.00 $1,000.00 410 - Books Purchased - General $20,000.00 $12,000.00 412 - Books Purchased - Reference $2,400.00 $1,400.00 431 - Periodicals (Adults)$8,500.00 $6,500.00 Page 52 of 128 FAIRHOPE PUBLIC LIBRARY 2023 - 2024 BUDGET 2022 - 2023 2023 - 2024 7/28/2023 457 - Adult DVD's $1,941.00 $700.00 459 - E-Audio digital $2,700.00 $700.00 464 - Electronic Databases $10,500.00 $8,625.00 464 - hoopla $12,000.00 466 - E-Print digital $2,800.00 $2,700.00 Total Adult Materials $50,641.00 $45,625.00 Youth Services - Materials 413A - Books Purchased - Children $10,000.00 $10,000.00 413B - Books Purchased - Teens $2,600.00 $2,000.00 414 - Parenting Collection $300.00 $300.00 415 - Audio Books (CDs & Playaways)$550.00 $3,200.00 458 - Youth DVD's $550.00 $350.00 467 - E-Print digital $3,300.00 $3,200.00 468 - E-Audio digital $1,600.00 $1,600.00 Total Youth Services Materials $18,900.00 $20,650.00 Miscellaneous 418 - Membership Fees $775.00 $700.00 419 - Education/Training Seminars $200.00 $125.00 421 - Flowers/Gifts $100.00 $100.00 442 - Travel Expense $250.00 $150.00 443 - Travel Expense-Youth Services $150.00 $100.00 455 - Miscellaneous Expense $50.00 $0.00 Total Miscellaneous $1,525.00 $1,175.00 Operations 401 - Social Media $1,000.00 $1,000.00 408 - Bank Charges $125.00 $500.00 409 - Accounting Service Contract $12,000.00 $12,000.00 $2,000 411 - Legal & Professional Fees $250.00 $250.00 422 - Insurance/General $510.00 $490.00 432 - Postage (Includes ILL)$500.00 $500.00 Total Operations $14,385.00 $14,740.00 $16,740 Personnel Costs 423 - Insurance/Employee Health $65,000.00 $65,000.00 434 - Retirement Plan - State $71,812.00 $77,740.00 435 - Salaries $596,839.00 $674,414.00 441 - FICA/Medicare $47,150.00 $53,289.00 447 - Direct Deposit Fees $1,400.00 $1,400.00 449 - Workman's Comp. Insurance $10,000.00 $10,000.00 Total Personnel Costs $792,201.00 $881,843.00 Technology 427 - Copier Maintenance $9,800.00 $9,400.00 $100.00 428 - Computer Hardware Purchase $875.00 $1,400.00 429 - Computer Licensing $1,900.00 $1,300.00 Tech Soup/Dropbox/Far onics - $1,000 433 - Website Expenses $700.00 $500.00 451 - Laminator Maintenance $650.00 $9,000.00 $10,000.00 463 - Copy costs $3,700.00 $3,600.00 469 - Internet $6,000.00 $5,049.00 461 - Network Equipment/Maintenance Page 53 of 128 FAIRHOPE PUBLIC LIBRARY 2023 - 2024 BUDGET 2022 - 2023 2023 - 2024 7/28/2023 Total Technology $31,975.00 $31,899.00 $32,650.00 Total Expenses $979,977.00 $1,049,649.00 Page 54 of 128 Recreation Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 1,096,284 1,054,705 1,071,189 1,030,906 1,638,096 1,638,096 50045 Overtime 24,680 25,511 35,610 44,114 25,000 25,000 50190 Employee Payroll Taxes 83,796 84,518 83,625 79,902 128,983 139,275 50200 Employee Retirement Exp 56,644 64,613 64,259 66,828 79,659 85,498 50210 Employee Medical Insurance 220,321 214,276 207,996 206,502 240,418 239,825 50215 Required Contrib-OPEB 5,821 5,821 5,821 4,851 5,821 5,821 50220 Casualty/Workers Comp Ins 87,163 - - - - - 50221 Workers Comp Insurance - 25,479 25,930 29,680 28,004 27,825 50222 Casualty/Property Insurance - 70,687 72,232 82,437 75,775 80,600 50230 Training/School/Travel 1,018 331 1,632 4,594 3,277 6,550 50290 Professional Services 29,210 304 - 10,700 15,000 50,000 50300 Computer Expense 17,540 12,241 14,544 15,278 28,832 24,270 50315 Camera Expense - - - 3,958 - 8,000 50320 Office Supplies - - 280 - 500 - 50325 Printers/Copiers/OE and supp 2,454 1,646 2,054 2,226 2,201 3,000 50330 Postage - 30 143 95 - 100 50340 General Supplies 175,496 191,488 199,430 177,421 175,000 180,000 50360 General Maintenance 99,505 107,468 195,452 127,176 110,000 131,620 50380 Communications 3,906 7,006 7,207 5,840 9,500 7,212 50390 Dues-Memberships-Subscrip 300 110 1,095 300 1,000 1,000 50395 Employment Screening - 2,235 1,842 2,871 2,000 2,000 50430 Gasoline & Oil 9,423 13,073 19,564 12,281 16,350 16,500 50435 Small Equipment - - 870 8,274 - 9,350 50440 Equip & Vehicle Repair 10,686 25,403 12,351 17,285 20,000 20,000 50460 Uniforms 2,375 5,161 5,073 3,733 2,750 3,000 50462 Safety Wear and PPE - 140 - - 1,000 500 50470 Purchases Vehicles & Equipment 48,458 35,478 72,034 16,479 87,732 193,700 50475 Capital Improvements 118,853 459,982 215,281 149,739 221,000 3,314,891 50485 Tennis Expense 22,404 16,576 17,557 21,844 13,723 20,000 50520 Equipment Rental 4,104 11,785 11,510 8,460 10,000 10,000 50525 Cost-Tennis Shop Sales 2,919 3,526 7,608 9,197 3,500 7,000 50560 Credit Card Processing Fees 4,598 7,177 8,709 8,270 7,000 7,000 51315 Pool Supplies 2,652 17,208 27,046 25,081 25,000 32,500 52510 Utilities for City Use 313,473 337,077 297,302 295,230 - 315,000 55825 Spec Rec Projects - - - - - - Total Recreation Dept 2,444,085 2,801,053 2,711,440 2,471,552 2,977,122 6,605,133 Page 55 of 128 Marina/Harbor 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 113,245 122,691 127,965 111,115 135,373 135,373 50045 Overtime 3,406 1,989 3,033 9,175 1,000 1,000 50190 Employee Payroll Taxes 8,635 9,109 9,455 8,755 10,633 12,660 50200 Employee Retirement Exp 6,969 9,210 10,080 9,895 10,907 11,615 50210 Employee Medical Insurance 26,691 26,859 27,456 24,797 27,465 24,680 50220 Casualty/Workers Comp Ins 6,930 0 0 0 0 0 50221 Workers Comp Insurance 0 2,516 2,846 3,349 3,073 3,153 50222 Casualty/Property Insurance 0 9,197 7,935 12,268 9,874 12,350 50230 Training/School/Travel 26 0 0 0 0 0 50290 Professional Services 10,463 76 0 0 0 10,000 50300 Computer Expense 1,079 6,541 3,208 2,406 10,744 10,335 50320 Office Supplies 362 316 0 80 400 0 50325 Printers/Copiers/OE and supp 104 302 314 372 320 360 50330 Postage 0 0 44 0 0 0 50340 General Supplies 14,999 2,990 11,989 18,681 15,000 15,000 50360 General Maintenance 12,096 16,246 59,878 19,398 20,000 20,000 50380 Communications 858 1,254 2,246 2,602 6,640 3,240 50395 Employment Screening 0 0 0 0 0 160 50415 Cost - Ship Store Sales 1,033 539 351 0 500 2,000 50425 Diesel 37,361 26,146 73,145 60,366 70,800 77,800 50430 Gasoline & Oil 194,138 296,299 408,839 274,837 353,700 400,000 50440 Equip & Vehicle Repair 5,362 3,091 42 2,901 3,000 3,000 50460 Uniforms 188 337 181 183 400 500 50470 Purchases Vehicles & Equipment 54,835 0 27,922 (230)0 11,200 50475 Capital Improvements 44,038 0 374,822 178,100 240,000 61,000 50560 Credit Card Processing Fees 15,538 20,004 18,918 20,137 15,000 15,000 52510 Utilities for City Use 17,397 13,746 10,621 6,333 13,000 10,000 Total Marina/Harbor 575,752 569,456 1,181,290 765,522 947,829 840,426 Page 56 of 128 Street Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 1,941,868 2,040,502 1,943,001 2,044,703 2,501,317 1,993,318 50045 Overtime 144,592 142,486 156,177 169,253 120,000 120,000 50190 Employee Payroll Taxes 155,339 165,072 155,623 163,783 207,063 165,550 50200 Employee Retirement Exp 157,717 169,850 159,640 177,280 213,064 183,084 50210 Employee Medical Insurance 466,369 461,346 411,417 421,145 536,757 389,500 50215 Required Contrib-OPEB 32,799 66,587 70,092 57,077 70,092 61,295 50220 Casualty/Workers Comp Ins 121,608 - - - - - 50221 Workers Comp Insurance - 75,103 96,402 101,347 104,115 72,598 50222 Casualty/Property Insurance - 84,910 92,463 101,189 98,016 91,700 50230 Training/School/Travel 5,178 5,425 9,870 17,519 12,000 42,200 50290 Professional Services 39,656 25,971 34,274 2,402 15,000 30,000 50300 Computer Expense 7,606 9,833 9,558 10,525 8,518 16,485 50320 Office Supplies - - - 1,169 - 2,000 50325 Printers/Copiers/OE and supp 553 1,049 1,395 719 1,500 420 50330 Postage - 11 250 107 - 100 50340 General Supplies 91,735 111,539 163,316 172,363 110,000 100,000 50360 General Maintenance 32,581 53,413 46,929 32,560 50,000 62,000 50380 Communications 12,760 22,650 23,143 25,423 28,500 28,820 50390 Dues-Memberships-Subscrip 328 720 840 1,599 1,200 2,400 50395 Employment Screening - 2,056 2,839 2,615 3,000 1,500 50430 Gasoline & Oil 60,791 84,481 118,124 90,512 105,600 75,600 50435 Small Equipment - 65 9,037 63,897 79,389 9,500 50440 Equip & Vehicle Repair 130,709 178,523 199,987 162,120 160,000 145,000 50460 Uniforms 5,186 7,733 15,548 13,406 10,000 11,100 50462 Safety Wear and PPE 4,481 6,143 566 986 2,380 9,500 50470 Purchases Vehicles & Equipment 50,989 173,807 319,525 509,736 701,015 746,014 50475 Capital Improvements 38,163 122,862 359,650 77,031 110,000 125,000 50520 Equipment Rental 5,519 13,891 11,197 10,932 10,000 12,000 50955 Transfers-Debt Svc Fund 175,697 175,697 71,887 - - 170,141 51170 Beach Repairs and Maint - 71,781 13,604 40,815 55,000 55,000 51400 Flowers 109,937 106,565 127,652 146,160 131,250 - 51410 St Material & Landscaping 300,088 325,054 349,098 261,510 325,000 200,000 51420 Sidewalks 15,549 14,564 30,869 64,943 75,000 75,000 52510 Utilities for City Use 143,831 155,074 155,971 147,720 144,000 150,000 Total Street Department 4,251,628 4,874,764 5,159,943 5,092,547 5,988,776 5,146,825 Page 57 of 128 Landscape Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries - - - - - 508,000 50045 Overtime - - - - - 10,000 50190 Employee Payroll Taxes - - - - - 44,630 50200 Employee Retirement Exp - - - - - 48,650 50210 Employee Medical Insurance - - - - - 111,500 50215 Required Contrib-OPEB - - - - - - 50221 Workers Comp Insurance - - - - - 18,150 50222 Casualty/Property Insurance - - - - - 10,000 50230 Training/School/Travel - - - - - - 50290 Professional Services - - - - - - 50300 Computer Expense - - - - - - 50325 Printers/Copiers/OE and supp - - - - - - 50330 Postage - - - - - - 50340 General Supplies - - - - - 30,000 50360 General Maintenance - - - - - 96,000 50380 Communications - - - - - 1,248 50390 Dues-Memberships-Subscrip - - - - - - 50395 Employment Screening - - - - - 500 50430 Gasoline & Oil - - - - - 8,400 50435 Small Equipment - - - - - 5,500 50440 Equip & Vehicle Repair - - - - - 30,000 50460 Uniforms - - - - - 1,720 50462 Safety Wear and PPE - - - - - 1,500 50470 Purchases Vehicles & Equipment - - - - - 50,000 50475 Capital Improvements - - - - - 70,000 50520 Equipment Rental - - - - - - 50955 Transfers-Debt Svc Fund - - - - - - 51400 Flowers - - - - - 140,000 51410 St Material & Landscaping - - - - - 150,000 52510 Utilities for City Use - - - - - - Total Landscape Department 1,335,798 Page 58 of 128 Fleet Maintenance 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50040 Salaries 363,124 380,787 402,451 432,903 456,481 456,481 50045 Overtime 12,789 10,478 13,861 13,358 9,000 13,000 50190 Employee Payroll Taxes 27,761 28,912 31,014 33,199 36,238 37,875 50200 Employee Retirement Exp 27,070 31,566 32,061 33,802 37,410 40,838 50210 Employee Medical Insurance 82,905 88,352 94,051 91,600 97,923 112,500 50215 Required Contrib-OPEB 14,018 14,018 14,018 12,167 14,018 19,840 50220 Casualty/Workers Comp Ins 13,625 - - - - - 50221 Workers Comp Insurance - 10,098 12,013 12,113 12,974 10,827 50222 Casualty/Property Insurance - 8,444 9,579 10,504 10,058 10,600 50230 Training/School/Travel 26 330 - 690 9,500 10,500 50290 Professional Services 180 76 - -- - 50300 Computer Expense 4,392 3,025 1,810 2,685 3,593 20,975 50325 Printers/Copiers/OE and supp 410 917 717 687 800 1,680 50340 General Supplies 52,324 53,568 53,820 39,165 60,000 55,000 50360 General Maintenance 9,636 4,561 13,840 11,972 10,000 11,000 50380 Communications 1,197 2,211 1,644 1,546 4,600 2,100 50395 Employment Screening - 154 75 163 400 163 50430 Gasoline & Oil 11,584 6,708 8,310 5,167 8,400 6,000 50435 Small Equipment - - - 1,333 4,000 5,000 50440 Equip & Vehicle Repair 6,679 6,561 15,799 12,012 11,500 12,650 50460 Uniforms 1,968 1,369 1,935 1,659 4,450 2,520 50462 Safety Wear and PPE 420 888 447 532 4,080 4,000 50470 Purchases Vehicles & Equipment 4,799 - - 26,026 - 196,000 50475 Capital Improvements - - - - 8,000 325,000 52510 Utilities for City Use 5,894 5,920 7,208 12,623 7,500 13,000 Total Fleet Maintenance 640,802 658,942 714,652 756,075 810,925 1,367,549 Page 59 of 128 Golf Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 44510 Memberships 193,558 235,474 189,999 188,845 210,000 210,000 44520 Green Fees 182,758 221,700 216,133 261,946 210,000 250,000 44530 Cart Rentals 371,744 461,825 443,268 433,783 440,000 452,000 44540 Pro Shop Sales 77,386 109,068 121,775 92,349 100,000 155,000 44545 Pro Shop Sales - Custom Order 6,124 4,331 19,979 6,893 22,500 22,500 44550 Driving Range 46,725 71,736 71,442 78,125 70,000 71,500 44560 Beverage Sales 67,567 93,582 90,231 95,292 95,000 95,000 44570 Food Sales 50,236 68,568 82,387 86,145 84,000 84,000 44590 Patio Rentals and Events 350 - - - 500 - 49020 Handicap Fees 4,852 6,607 6,065 5,080 6,000 6,000 Total Revenues 1,001,299 1,272,891 1,241,278 1,248,458 1,238,000 1,346,000 EXPENSES [50040,5Salaries 320,107 330,834 340,207 335,372 489,514 489,514 50045 Overtime 8,180 10,333 12,024 11,789 8,000 12,000 50190 Employee Payroll Taxes 25,050 27,798 26,760 26,127 38,606 38,375 50200 Employee Retirement Exp 12,855 11,785 9,885 11,015 25,100 24,716 50210 Employee Medical Insurance 51,983 37,235 40,066 40,687 55,989 45,700 50215 Required Contrib-OPEB 33,858 18,652 11,642 2,861 6,791 - 50220 Casualty/Workers Comp Ins 21,564 - - - - - 50221 Workers Comp Insurance - 5,492 4,671 5,482 5,045 5,157 50222 Casualty/Property Insurance - 13,927 15,921 19,906 16,717 20,600 50230 Training/School/Travel 212 235 140 400 2,000 1,600 50290 Professional Services 447 152 - - 17,600 - 50300 Computer Expense 12,701 6,644 6,691 4,932 11,817 11,885 50325 Printers/Copiers/OE and supp 2,407 4,014 3,667 2,833 9,000 852 50330 Postage - 44 22 31 300 300 50340 General Supplies (0) 14,438 14,441 6,128 12,500 10,000 50350 Supplies-Clubhouse 7,026 2,198 6,069 3,515 - 5,000 50360 General Maintenance 12,499 7,871 8,541 7,703 10,000 9,600 50380 Communications 1,825 2,606 2,162 1,914 15,764 14,820 50390 Dues-Memberships-Subscrip 455 2,152 779 2,049 5,650 2,175 50395 Employment Screening - 676 449 613 1,500 1,000 50430 Gasoline & Oil - -- - 2,800 - 50435 Small Equipment - -3,044 3,173 7,100 6,000 50440 Equip & Vehicle Repair 18 1,000 1,113 9,253 8,000 10,000 50460 Uniforms 1,664 348 1,120 - 2,500 2,000 50462 Safety Wear and PPE - - - - 1,800 500 50470 Purchases Vehicles & Equipment - - - 48,055 47,591 15,450 50475 Capital Improvements 37,700 - - - 18,000 49,000 50523 Equipment Rental Lease 27,988 55,221 55,236 55,916 55,200 56,000 50560 Credit Card Processing Fees 16,830 23,801 21,362 20,977 15,600 18,750 50570 Adv & Promotion 5,574 5,900 125 120 8,500 5,000 52510 Utilities for City Use 30,752 26,537 30,008 35,985 35,000 36,000 54510 Purchases-Beer, Wine 32,336 44,239 39,156 40,547 65,000 42,000 54530 Purchases-Food 38,624 40,798 52,283 44,096 84,000 50,000 54535 Supplies-Grill 19,431 26,287 18,695 17,250 21,000 19,000 54540 Cost-Pro Shop Sales 51,701 86,182 77,421 67,648 100,000 100,000 54545 Pro Shop-Custom Orders 2,107 12,926 23,613 10,594 22,500 22,500 775,891 820,323 827,315 836,970 1,226,485 1,125,494 Grounds [50040,5Salaries 354,503 366,966 325,549 324,032 444,313 444,313 50045 Overtime 6,596 3,007 3,227 3,283 4,000 4,000 50190 Employee Payroll Taxes 26,628 27,353 29,390 24,495 34,892 28,550 50200 Employee Retirement Exp 25,741 29,610 24,866 26,045 34,629 34,126 50210 Employee Medical Insurance 111,965 109,963 102,735 82,988 112,439 86,700 50215 Required Contrib-OPEB - - - 9,346 - 14,018 50220 Casualty/Workers Comp Ins 22,365 - - - - - Page 60 of 128 Golf Department 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50221 Workers Comp Insurance - 5,722 5,035 5,160 5,438 4,572 50222 Casualty/Property Insurance - 15,214 15,221 15,917 16,335 15,800 50230 Training/School/Travel 131 480 140 1,122 3,000 3,600 50290 Professional Services 459 38 - - - - 50300 Computer Expense 1,616 2,564 7,852 2,581 5,454 6,205 50325 Printers/Copiers/OE and supp - 3 - - - 420 50330 Postage - -- 23 - - 50340 General Supplies 73,907 69,774 54,677 52,767 89,500 60,000 50360 General Maintenance 4,601 7,688 43,006 41,415 18,000 50,000 50380 Communications 891 975 645 796 17,010 984 50395 Employment Screening - - 151 244 1,000 500 50430 Gasoline & Oil 10,385 11,583 18,347 11,833 18,000 15,000 50435 Small Equipment - - 27,978 4,032 4,500 4,950 50440 Equip & Vehicle Repair 27,821 24,493 28,714 32,354 42,500 113,050 50460 Uniforms 1,836 2,487 2,959 4,163 3,000 3,000 50462 Safety Wear and PPE - 820 - - 1,700 1,000 50470 Purchases Vehicles & Equipment 25,644 16,200 123,176 101,421 146,271 179,000 50475 Capital Improvements - 21,080 - 103,500 148,300 597,000 50523 Equipment Rental Lease 69,819 78,191 25,466 2,121 - 2,500 52510 Utilities for City Use 25,200 25,924 22,723 25,452 - 26,000 790,108 820,134 861,856 875,089 1,150,281 1,695,288 Total Golf Dept Expenses 1,566,000 1,640,457 1,689,171 1,712,059 2,376,766 2,820,782 Excess Revenue of Expenses (564,700) (367,567) (447,893) (463,601) (1,138,766) (1,474,782) Page 61 of 128 Non-Departmental Facilities 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50270 Audit & Accounting - 927 - - - - 50373 Library capital purchases - 8,644 84,392 2,590 250,000 350,000 50374 Library Utilities - 175,086 194,938 186,582 210,000 200,000 50375 Library Bldg Maint/Equipment - 53,278 26,207 24,142 15,925 17,160 50376 Library Communications - 20,398 5,933 7,375 8,492 6,900 50377 Parking Garage Maintenance - 15,760 14,131 11,336 12,500 11,620 50383 Boys & Girls Club captl purch - -10,125 280 - 73,215 50384 Boys and Girls Club utilities - 14,757 13,943 13,498 16,000 15,000 50385 Boys and Girls Club Maint/Equ - 5,021 8,661 2,042 6,500 6,500 50386 USA-Summit Bldg Capital Purch - 27,650 9,348 - - - 51130 Haven Maintenance - 6,635 9,014 4,825 10,000 12,000 51131 Haven Capital Purchase - 12,600 - - - 131,360 51135 Haven Utilities - 9,331 9,567 8,081 12,000 10,000 51136 Haven Communications - 1,167 1,195 1,582 2,400 1,440 51140 K-1 Center Maintenance - 1,225 255 1,970 5,000 2,500 Total Non-Departmental Facilities - 352,478 387,708 264,302 548,817 837,695 Page 62 of 128 Other Expenditures 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50910 Transfers to Sanitation Fund - - 683,113 553,590 738,120 995,775 50965 Transfers-Cap Proj Fund 118,337 1,088,698 1,976,463 2,712,463 375,000 2,932,326 52096 Transfers Out-Muni Cap Impr Fd 906,107 - - - - - 55520 Airport Grant Expense 743,081 719,100 226,359 (0) 100,000 100,000 Total Other Expenditures 1,767,525 1,807,798 2,202,822 2,712,463 475,000 4,028,101 Page 63 of 128 State Gas Tax Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 45010 2% Petroleum Inspect Fee 6,982 7,140 8,797 7,186 7,000 8,320 45020 7 cent Gas Excise Tax 43,625 44,724 55,070 45,470 45,000 50,960 45030 4 cent Gas Excise Tax 25,281 25,920 31,929 26,288 26,000 29,120 45040 5% Gas Excise Tax 14,520 15,022 18,632 15,357 15,000 15,600 TOTAL REVENUES 90,408 92,806 114,427 94,302 93,000 104,000 EXPENSES 55010 Street Matl/Construction 1,799 - - - - - 55020 Trans/cap proj - road const 81,227 132,500 90,000 - 93,000 104,000 TOTAL EXPENSES 83,026 132,500 162,721 - 93,000 104,000 Excess Rev Over Expense 7,382 (39,694) (48,294) 94,302 - - Page 64 of 128 Rebuild Alabama Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 45050 Gas Tax Revenue-Rebuild AL 64,457 102,334 120,970 102,061 100,000 120,000 45055 Diesel Tax Revenue-Rebuild AL 19,818 34,291 42,681 36,004 30,000 40,000 49010 Interest Earned - 31 630 7,814 - - TOTAL REVENUES 84,275 136,657 164,281 145,879 130,000 160,000 EXPENSES 50580 Fees, Bank, Etc. 45 - - 671 - - 55020 Trans/cap proj - road const - 75,000 126,786 - 130,000 160,000 TOTAL EXPENSES 45 75,000 126,786 671 130,000 160,000 Excess Rev Over Expenses 84,230 61,657 37,495 145,208 - - Page 65 of 128 Capital Projects Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUE 40835 Federal Grants 24,240 5,094 - 461,627 2,968,529 7,229,401 41336 Community/Specl Projct Grants - 20,000 - 775,000 650,000 4,000 41880 NRCS GRANT INCOME - 27,129 641,589 - - - 45635 Grant income-ALDOT 484,171 59,591 - 325,076 496,780 799,273 46005 Hurricane Nate Reimbursement 90,644 14,985 - -- - 49010 Interest Earned 9,701 284 3,407 60,355 2,000 55,000 49810 Transfers from Gen Fund 118,337 1,088,698 1,976,463 2,712,463 375,000 2,932,326 49890 Transfers from Gas tax fund 81,227 132,500 90,000 - 93,000 104,000 49892 Transfers In-Gas Fund - 36,125 91,131 - -- 49894 Transfers In-Rebuild AL Fund - 75,000 126,786 - 130,000 160,000 49895 Transfers from Impact Fee Fund 325,000 1,176,263 884,878 1,267,087 1,792,087 459,250 49896 Transfers In-Muni Cap Impr Fun - 304,080 437,206 - - - 49998 Budget Rollover - -- - 2,233,225 2,701,503 TOTAL REVENUES 1,133,320 2,939,750 4,251,460 5,601,608 8,740,621 14,444,753 EXPENSES 50580 Bank Fees - - - 805 - 1,000 52115 NRCS-EWP-Quail Creek - 17,579 411,171 - - - 52120 NRCS-EWP-Fairwood Drive - 10,000 - - - - 52125 NRCS-EWP-North Summit Drive - 23,200 813,520 - - - 55600 Library Project - -- - - - 55685 Street Repair Project 2017 - -- - - - 55700 Tennis Courts 2007 Gow - -- - - - 55710 Pine Street Improvements - -- - - 177,000 55760 Magnolia Beach Improvements - -- - - 650,000 55775 Rock Creek Stabilization Proj - 41,300 - - - - 55780 Parker Road Sidewalk Project - -- - - 40,000 55838 ATRIPResFhopAve181toBancroft 38,351 - - - - - 55853 Drainage Improvements 181,699 0 121,882 162,182 320,000 775,000 55856 City wide street resurf/misc 407,225 511,908 292,957 281,333 623,000 1,523,000 55858 TAP-Rock Creek Trail 14,689 - - - - - 55859 BRATS Hub Transit Shelter 30,300 6,368 - 794,932 1,687,711 675,000 55867 Fly Creek Marina Seawall 343,863 - - - - - 55871 CR 13 Sedge to Manley Sidewalk 469,257 1,924 - - - - 55872 Restrooms North Beach 17,130 - - - - - 55877 US98 & CR13 Sidewalks 238,344 - 3,025 - - - 55878 MPO Gayfer Greeno Turnlanes 17,332 74,489 - 622,816 620,975 - 55881 Roundabout at 104 and Section - - - 117,438 137,714 1,653,000 55882 Boys and Girls Club playground - 51,515 87,152 - - - 55883 ADA Platforms and Ramps-Stadiu 21,457 215,415 1,340 - - - 55884 K-1 Center 51,600 (0) - 101,323 325,000 2,500,000 55885 Electrical at Main Pier 102,893 - -- - - 55886 Pickleball Courts - - - 129,922 125,000 37,250 55887 ADA Compliance Project - - 42,358 13,667 800,000 1,518,292 55888 Safe Room - - - - 650,000 650,000 55889 Clock Corner Improvements - - - 15,758 56,000 285,211 55890 Triangle Nature Park - - - 75,805 1,086,047 856,000 55891 North Traiangel House Improvement - - - - - 400,000 55900 Transp and Ped Infrastructure 176,289 - - - - - 55910 AL Trans Rehab Twin Bch at 98 102,610 269,319 - - - - 55915 Church St Drainage Improvement - 857,117 367,435 (0) - - 55916 Oak St Drainage Improvements - 232,953 5,835 - -- 55920 TAP-Fairwood & Blue Island - -- - - 1,083,000 55930 Volanta Park Baseball Project - 60,912 616,799 805,814 655,000 - 55935 Volanta Park Restrooms - - - 190,169 267,087 80,000 55940 Founders Competition Track - - 48,913 1,449,630 1,200,000 1,541,000 55950 Founders Park Restrooms - - - 189,672 187,087 - 56005 Hurricane Nate 700 - - - - - Page 66 of 128 Capital Projects Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget TOTAL EXPENSES 2,213,742 2,373,999 2,812,389 4,951,267 8,740,621 14,444,753 Excess Rev Over Expenses (1,080,422) 565,751 1,439,071 650,340 - - Page 67 of 128 Version: Final Capital Projects FY 2024 Budget Fund Object Name Year Line Quantity Amount Description Justification 103 55710 Pine Street Improvements 2024 10 1 $177,000.00 Pine St Conversion to One-Way & on-street parking 103 55760 Magnolia Beach Improvements 2024 10 1 $650,000.00 Magnolia Beach Improvements Grant offset 103 55780 Parker Road 2024 10 1 $40,000.00 Design (PE) $40,000.00; 80/20 MPO grant FY2025 Construction per RJ 103 55853 Drainage Improvements 2024 10 1 $250,000.00 Rollover North Ingleside - Drainage repair & improvements - major road crossing - engineering approved and completed in FY2022 This is a failing CMP Pipe Crossing - deep structure - PW has been patching and repairing - infrastructure must be replace before major road failure 103 55853 Drainage Improvements 2024 20 1 $165,000.00 Pecan Avenue Drainage Phase One This has been a lingering problem - two areas of repeated flooding - two-phase project for construction in FY2024 103 55853 Drainage Improvements 2024 30 1 $100,000.00 South Liberty Street drainage and resurfacing project The CMP running down the west side of South liberty is in bad shape and failing in multiple location. the asphalt is in bad shape too and will be even worse after the drainage project. 103 55853 Drainage Improvements 2024 40 1 $75,000.00 Drainage repair project at Patlynn & Fairwood Drainage at Patlynn & Fairwood is CMP and is failing in multiple locations. will also require resurfacing the intersection. 103 55853 Drainage Improvements 2024 50 1 $60,000.00 Drainage Project at 702 Cedar Failing pipe in a the back of the residents at 702 cedar and along the property line back out to the right of way. out on the right of way the boxes on both sides of the road and the pipe under the road need replacing. 103 55853 Drainage Improvements 2024 60 1 $50,000.00 154 Oakwood Ave Drainage project the HDPE running down the drainage easement in the back of the property and adjacent properties10355853Drainage Improvements 2024 70 2 $75,000.00 Major Outfall Repair - Bayou @ Grand, Summit @ K-1 Center Two failing outfalls that must be reconstructed. 103 55856 City wide street resurf/misc 2024 10 1 $423,000.00 FY2024 Annual City-Wide Road Resurfacing Program $266K Impact Fees $130K Rebuild Alabama $93K Motor Fuel (Gas Fund) 009 103 55856 City wide street resurf/misc 2024 30 1 $350,000.00 CR13 - from Morphy to S. City Limits Major (Collector) needs to be repaired and resurfaced and striped 103 55856 City wide street resurf/misc 2024 40 1 $750,000.00 Section St Resurfacing - Inc. On Street Parking Must be planned for in future budgets. 103 55859 BRATS Hub Transit Shelter 2024 10 1 $675,000.00 BRATS HUB FY2023 rollover MOP Grant 103 55881 Roundabout at 104 and Section 2024 10 1 $1,653,000.00 City Share of Roundabout Construction and CE&I ESMPO Funded project - 80/20 match 103 55884 K-1 Center 2024 10 1 $2,500,000.00 K-1 Center Improvements/EDA Grant 103 55886 Pickleball Courts 2024 10 1 $37,250.00 Lighting for Quail Creek pickleball court project Request per Mayor 09/05/23 103 55887 ADA Compliance Project 2024 10 1 $768,292.00 ADA - Southland Place - Rollover Project is bidding in July 2023 - funds will not fully expend 100% until FY24 103 55887 ADA Compliance Project 2024 20 1 $750,000.00 2nd Half of Construction - ADA Compliance Southland Place DOJ/FHWA Required Compliance 103 55888 Safe Room 2024 10 1 $650,000.00 FY2023 Rollover - Safe Room FEMA grant 103 55889 Clock Corner Improvements 2024 10 1 $285,211.00 Clock Corner project FY2023 rollover 103 55890 North Triangle Nature Park 2024 10 1 $800,000.00 Triangle Park -GOMESA grant FY2023 rollover 103 55890 North Triangle Nature Park 2024 20 1 $56,000.00 Master Plan study 103 55891 North Triangle House Improvemt 2024 10 1 $400,000.00 Rehab of the Dyas Homestead into a Nature Center/Park Welcome Center Budget request 103 55920 TAP-Fairwood & Blue Island 2024 10 1 $83,000.00 TAP Fairwood and Blue Island Sidewalks PE Rollover 103 55920 TAP-Fairwood & Blue Island 2024 20 1 $1,000,000.00 TAP Sidewalks at Fairwood and Blue Island - 20% Construction and CE&I TAP Grant 20% Match - 80% Reimbursement Page 68 of 128 Version: Final Capital Projects FY 2024 Budget 103 55935 Volanta Park Restrooms 2024 10 1 $80,000.00 Rollover from 2023. Additional bathroom building for youth baseball at Volanta Park. Rollover form 2023. 103 55940 Founders Competition Track 2024 10 1 $135,000.00 Bleacher seating w/ pre-fab press box attached at new Founders track facility. Spectator bleacher seating for track and soccer / football events held at the new track facility. Press box attached for all events. 103 55940 Founders Competition Track 2024 20 1 $21,000.00 Scoreboards for new track facility and Fairhope Soccer Complex."These facilities currently do not have scoreboards for their events. Founders track will host track events and soccer / football games. Fairhope Soccer has 2 championship fields that could use scoreboards." 103 55940 Founders Competition Track 2024 30 1 $185,000.00 LED lighting retrofit of new track facility at Founders Park.New track with competition multi-purpose field has old metal-halide fixtures that are not in production anymore. 103 55940 Founders Competition Track 2024 40 1 $1,200,000.00 Rollover FY2023 $14,443,753.00 Total Budget FY24 (Capital Projects) ($3,196,211.00)Less Rollovers $11,247,542.00 Total Amount Requested FY24 *Note* Total Budgeted FY2023 Capital Projects $ 8,740,621.00 Page 69 of 128 Impact Fee Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40030 Cash Acct-Police 124,469 148,090 142,699 169,894 120,000 133,000 40040 Cash Acct-Fire 148,964 173,498 168,181 201,659 150,000 171,000 40050 Cash Acct-Transportation 207,127 246,459 210,733 307,085 175,000 266,000 40060 Cash Acct-Recreation 492,085 559,990 541,785 492,626 450,000 380,000 40950 Interest Income 34,330 2,763 7,907 93,628 2,000 50,000 49998 Budget Rollover - - - - 1,097,480 719,111 TOTAL REVENUES 1,006,975 1,130,800 1,071,305 1,264,891 1,994,480 1,719,111 EXPENSES 50580 Bank Fees 0 - - 916 - - 50961 Transfer to General-Police 58,797 - - 6,985 224,893 79,418 50962 Transfer to General-Fire 8,855 417,157 210,533 - - 1,180,443 50963 Transfer to General-Transporta - - - - - - 50964 Transfer to General-Recreation 1,304,320 - - - - - 50967 Transfers-Cap Proj-Transportat 300,000 900,763 210,415 - 400,000 266,000 50968 Transfers-Cap Proj-Recreation 25,000 275,500 674,463 1,267,087 1,392,087 193,250 TOTAL EXPENSES 1,696,973 1,593,420 1,100,701 1,274,988 2,016,980 1,719,111 Excess Rev Over Expense (689,998) (462,620) (29,396) (10,097) (22,500) - POLICE FIRE TRANS- PORTATION PARKS / RECREATION TOTAL 2024 W-Onw HR 100 Aerial Ladder Truck 1,180,443 1,180,443 Bleacher seating for new Founders Track 135,000 135,000 Scoreboard for new track 21,000 21,000 New Police Tahoe with Equipment 79,418 79,418 Pickleball lights 37,250 37,250 Resurface 266,000 266,000 79,418 1,180,443 266,000 193,250 1,719,111 FY2024 Budget Impact Fees Projects Page 70 of 128 RESOLUTION NO. 4852-23 WHEREAS, the City of Fairhope adopted Ordinance No. 1625, An Ordinance repealing and replacing Ordinance No. 1331 to establish Impact Fees on new development in the City of Fairhope on October 13, 2018 in accordance with Act No . 2006-300 enacted by the Legislature of Alabama on April 4, 2006; and WHEREAS, the City desires to use fund s for "Police" which is a Benefit Area for (i) the cost recovery of the City's cost and expense related to the construction, development and improvement of its justice center, (ii) the cost recovery of the City 's cost and expense related to the construction, development and improvement of its animal shelter, (iii) the acquisition of police vehicles, and (iv) the acquisition of police-related apparatus and equipment, and (v) the police component of the "Impact Fee Study" prepared by TischlerBise; and WHEREAS, the City desires to use funds for "Fire" which is a Benefit Area for (i) the construction, development and/or improvement of fire stations, (ii) the acquisition of fire fighting vehicles, and (iii) the acquisition of firefighting apparatus, and (iv) the fire component of the "Impact Fee Study" prepared by TischlerBise; and WHEREAS, the City desires to use funds for "Transportation" which is a Benefit Area for the cost of intersection improvements made to address additional demand generated by New Development and the transportation component of the "Impact Fee Study" prepared by Tischler Bise; and WHEREAS, the City desires to use funds for "Parks and Recreation" which is a Benefit Area for (i) the acquisition of new public parks lands, (ii) the construction, development and/or improvement of public recreational facilities, (iii) the construction, development and/or improvement of public park amenities, (iv) the acquisition of new park vehicles, and (v) the parks and recreation component of the "Impact Fee Study" prepared by TischlerBise; and WHEREAS, the following project shall be paid from the Impact Fees Account and have met the criteria stated to be paid from said Account: TRANS-PARKS AND POLICE FIRE PORTATIO RECREATION FY2024 BUDGET PROJECTS 2024 W-Onw HR 100 Aerial Ladder Truck 1,180,443.00 Bleacher Seating for New Founders Track 135,000.00 Scoreboard for New Track 21 ,000.00 New Police Tahoe with Equipment 79,418 .00 Pickleball Lights 37,250.00 Resurface 266,000.00 Impact Fees for FY 2024 $79,418.00 $1,180,443.00 $266,000.00 $193,250.00 Page 71 of 128 Resolution No. 4852-23 Page -2- NOW BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF FAIRHOPE, ALABAMA, That the City Council hereby authorizes Mayor Sherry Sullivan to expend Impact Fees for the above projects as designated from the Impact Fee Account for services for the "Police", "Fire", "Transportation", and "Parks and Recreation" Benefit Areas. DULY ADOPTED THIS 25TH DAY OF SEPTEMBER, 2023 Attest ~✓·A;:lL~ MA nks, Miic City Clerk Page 72 of 128 Municipal Capital Improvements Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40640 Alabama Trust Fund Receipts 149,856 157,662 207,102 208,441 200,000 200,000 40950 Interest-Bank Deposits 9,575 728 1,515 16,469 - 12,000 49010 Interest Earned - - 6 - 500 - 49810 Transfers from Gen Fund 906,107 - - - - - 49998 Budget Rollover - - - - - - TOTAL REVENUES 1,065,537 158,390 208,623 224,910 200,500 212,000 EXPENSES 50920 Transfers to General Fund 249,195 - - - - - 50986 Transfers to Cap Projects Fund - 304,080 437,206 - - - TOTAL EXPENSES 249,195 304,080 437,206 667 - - Excess Revenue Over Expenses 816,343 (145,689) (228,583) 224,243 200,500 212,000 Page 73 of 128 Debt Service 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50465 Lease Purchase - - - - - - 50955 Transfers-Debt Svc Fund - - - - - - 50998 Capital Lease Proceeds (155,999) - (496,404) - - - 52070 Loan-BCBE (1,500,000) - -- 300,000 - 52075 BCBE-Principal 300,000 300,000 300,000 300,000 - 300,000 Total Debt Service (1,355,999) 300,000 (196,404) 300,000 300,000 300,000 Page 74 of 128  General Fund  Lease  General Fund  Sanitation Gas Fund Electric Fund Water & Wastewater  Fund FY2023 83,626.18         170,141.66       497,080.54       43,781.74 43,781.74              1,744,308.52                   FY2024 ‐ 170,141.66       497,080.54       43,730.50 43,730.50              1,742,267.00                   FY2025 170,141.66       497,080.54       43,791.87 43,791.87              1,744,712.25                   FY2026 43,726.87 43,726.87              1,742,122.27                   FY2027 12,784.59 12,784.59              509,350.82  FY2028 12,748.83 12,748.83              507,926.33  FY2029 12,711.55 12,711.55              506,440.90  FY2030 12,791.47 12,791.47              509,625.06  FY2031 ‐‐‐ 12,868.33 12,868.33              512,687.33  83,626.18         510,424.98       1,491,241.62   238,935.76               238,935.76           9,519,440.49                   URW 2020 Debt Payment by Year Master Lease 2022  ‐  200,000.00  400,000.00  600,000.00  800,000.00  1,000,000.00  1,200,000.00  1,400,000.00  1,600,000.00  1,800,000.00  2,000,000.00 FY2023 FY2024 FY2025 FY2026 FY2027 FY2028 FY2029 FY2030 FY2031 DEBT PAYMENTS BY YEAR FY2023‐FY2031  General Fund Lease  General Fund  Sanitation Gas Fund Electric Fund Water & Wastewater Fund Page 75 of 128 Regions Trust/BBVA Compass 2.3900%2.3900%95.2200% Date Principal Interest Total Pymt Balance Principal Interest Balance Principal Interest Balance Principal Interest Balance Total Pymt 09/30/20 11,565,000.00 276,403.50 276,403.50 11,012,193.00 12/01/20 265,000.00 25,083.20 290,083.20 11,300,000.00 6,333.50 599.49 270,070.00 6,333.50 599.49 270,070.00 252,333.00 23,884.22 10,759,860.00 290,083.20 06/01/21 - 72,320.00 72,320.00 11,300,000.00 - 1,728.45 270,070.00 - 1,728.45 270,070.00 - 68,863.10 10,759,860.00 72,320.00 12/01/21 1,700,000.00 72,320.00 1,772,320.00 9,600,000.00 40,630.00 1,728.45 229,440.00 40,630.00 1,728.45 229,440.00 1,618,740.00 68,863.10 9,141,120.00 1,772,320.00 06/01/22 - 61,440.00 61,440.00 9,600,000.00 - 1,468.42 229,440.00 - 1,468.42 229,440.00 - 58,503.17 9,141,120.00 61,440.00 12/01/22 1,720,000.00 61,440.00 1,781,440.00 7,880,000.00 41,108.00 1,468.42 188,332.00 41,108.00 1,468.42 188,332.00 1,637,784.00 58,503.17 7,503,336.00 1,781,440.00 06/01/23 - 50,432.00 50,432.00 7,880,000.00 - 1,205.32 188,332.00 - 1,205.32 188,332.00 - 48,021.35 7,503,336.00 50,432.00 12/01/23 1,740,000.00 50,432.00 1,790,432.00 6,140,000.00 41,586.00 1,205.32 146,746.00 41,586.00 1,205.32 146,746.00 1,656,828.00 48,021.35 5,846,508.00 1,790,432.00 06/01/24 - 39,296.00 39,296.00 6,140,000.00 - 939.17 146,746.00 - 939.17 146,746.00 - 37,417.65 5,846,508.00 39,296.00 12/01/24 1,765,000.00 39,296.00 1,804,296.00 4,375,000.00 42,183.50 939.17 104,562.50 42,183.50 939.17 104,562.50 1,680,633.00 37,417.65 4,165,875.00 1,804,296.00 06/01/25 - 28,000.00 28,000.00 4,375,000.00 - 669.20 104,562.50 - 669.20 104,562.50 - 26,661.60 4,165,875.00 28,000.00 12/01/25 1,785,000.00 28,000.00 1,813,000.00 2,590,000.00 42,661.50 669.20 61,901.00 42,661.50 669.20 61,901.00 1,699,677.00 26,661.60 2,466,198.00 1,813,000.00 06/01/26 - 16,576.00 16,576.00 2,590,000.00 - 396.17 61,901.00 - 396.17 61,901.00 - 15,783.67 2,466,198.00 16,576.00 12/01/26 505,000.00 16,576.00 521,576.00 2,085,000.00 12,069.50 396.17 49,831.50 12,069.50 396.17 49,831.50 480,861.00 15,783.67 1,985,337.00 521,576.00 06/01/27 - 13,344.00 13,344.00 2,085,000.00 - 318.92 49,831.50 - 318.92 49,831.50 - 12,706.16 1,985,337.00 13,344.00 12/01/27 510,000.00 13,344.00 523,344.00 1,575,000.00 12,189.00 318.92 37,642.50 12,189.00 318.92 37,642.50 485,622.00 12,706.16 1,499,715.00 523,344.00 06/01/28 - 10,080.00 10,080.00 1,575,000.00 - 240.91 37,642.50 - 240.91 37,642.50 - 9,598.18 1,499,715.00 10,080.00 12/01/28 515,000.00 10,080.00 525,080.00 1,060,000.00 12,308.50 240.91 25,334.00 12,308.50 240.91 25,334.00 490,383.00 9,598.18 1,009,332.00 525,080.00 06/01/29 - 6,784.00 6,784.00 1,060,000.00 - 162.14 25,334.00 - 162.14 25,334.00 - 6,459.72 1,009,332.00 6,784.00 12/01/29 525,000.00 6,784.00 531,784.00 535,000.00 12,547.50 162.14 12,786.50 12,547.50 162.14 12,786.50 499,905.00 6,459.72 509,427.00 531,784.00 06/01/30 - 3,424.00 3,424.00 535,000.00 - 81.83 12,786.50 - 81.83 12,786.50 - 3,260.33 509,427.00 3,424.00 12/01/30 535,000.00 3,424.00 538,424.00 - 12,786.50 81.83 - 12,786.50 81.83 - 509,427.00 3,260.33 - 538,424.00 11,565,000.00 628,475.20 12,193,475.20 276,403.50 15,020.56 2,253,292.00 276,403.50 15,020.56 11,012,193.00 598,434.09 12,193,475.20 W&S Utility Revenue Warrants - Series 2020 G/L Code 26770 Advance Refunding of URW 2011 $11,565,000 Utilities Capital Projects Overall Totals Gas Electric Page 76 of 128 74.50%25.50% Date Principal Interest Total Pymt Balance Principal Interest Balance Principal Interest Balance 09/28/22 1,946,719.00 1,450,315.00 496,404.00 09/28/23 639,909.73 27,312.47 667,222.20 1,306,809.27 476,732.75 20,347.79 973,572.90 163,176.98 6,964.68 333,236.36 09/28/24 648,887.67 18,334.53 667,222.20 657,921.60 483,421.31 13,659.23 490,151.59 165,466.35 4,675.31 167,770.01 09/28/25 657,921.60 9,300.60 667,222.20 0.00 490,151.59 6,928.95 0.00 167,770.01 2,371.65 0.00 Master Lease Equipment 2022 Overall Totals Sanitation Streets United Bank Page 77 of 128 Interim Balance Bank Working Name of Account G/L # Account Form Fund Account Type 8/31/2023 Authorized Use PNC General Fund Operating 001-10045 Checking 1-General Available 18,309,941.14 Operating Account PNC Payroll Account 001-10050 Checking 1-General Restricted 6,914.52 Payroll PNC City Accounts Payable 001-10055 Checking 1-General Restricted 164,803.37 Accounts Payable - weekly disbursements Smart Bank General Reserves 001-10061 Checking 1-General Restricted 2,339,256.17 General Reserves - available for use Smart Bank General - Sales Tax Reserves 001-10080 Checking 1-General Reserves 10,000,000.00 "Rainy Day Fund" - Access by vote of the City Council Community Sales Tax Debt Prepayment 001-10085 Checking 1-General Debt Serv 699,594.46 GF debt prepayment / repayment only PNC DEA Fund - Local 001-10220 Checking 1-General Restricted 23,592.92 Restricted for Drug Enforcement only - Chief approval PNC DEA Fund - US Dept of Treasury 001-10221 Checking 1-General Restricted 5,564.12 Restricted for Drug Enforcement only - Chief approval PNC DEA Fund - US DOJ 001-10222 Checking 1-General Restricted 246.34 Restricted for Drug Enforcement only - Chief approval PNC Corrections Fund 001-10255 Checking 1-General Restricted 298,249.45 Operations of Jail and Court - Chief/Judge Approval United Bank Master Lease Escrow 001-10290 Checking 1-General Available 432,719.14 Escrow for Master Lease Equipment Truist Pooled Cash account 001-10525 Pooled 1-General Available 256,883.37 Pooled Cash operating funds 32,537,765.00 General Fund Totals PNC Natural Gas Operating Acct.002-10045 Checking 2-Gas Available 8,188,467.01 Operating Account Smart Bank Gas Reserves 002-10062 Checking 2-Gas Restricted 3,663,484.58 Gas Reserves - available for use Truist Pooled Cash account 002-10525 Pooled 2-Gas Available 60,669.49 Pooled Cash operating funds Smart Bank Gas Customer Deposit Reserve 002-11420 Checking 2-Gas Restricted 711,248.00 Gas Customer Deposits Reserves Regions URW 2020 Reserve 002-15400 Trust 2-Gas Debt Serv 44,099.60 Bond Fund Regions URW 2020Prin/Int Sinking 002-15405 Trust 2-Gas Debt Serv - Bond Fund Regions Escrow Trust to Def URW 2020 002-15415 Trust 2-Gas Debt Serv - Bond Fund 12,667,968.68 Gas Fund Totals PNC Electric Operating 003-10045 Checking 3-Electric Available 1,167,820.09 Electric Operating account Smart Bank Electric Reserves 003-10063 Checking 3-Electric Restricted 4,447,395.72 Electric Reserves - available for use PNC Emergency Relief Fund 003-10520 Checking 3-Electric Restricted 17,982.01 Citizen Utility Relief - Ecumenical Ministries Truist Pooled Cash account 003-10525 Pooled 3-Electric Available 33,043.92 Pooled Cash operating funds Smart Bank Electric Customer Deposit Reserve 003-11430 Checking 3-Electric Restricted 939,202.00 Electric Customer Deposits Reserves Regions URW 2020 Reserve 003-15400 Trust 3-Electric Debt Serv 44,101.29 Bond Fund Regions URW 2020Prin/Int Sinking 003-15405 Trust 3-Electric Debt Serv - Bond Fund Regions Escrow Trust to Def URW 2020 003-15415 Trust 3-Electric Debt Serv - Bond Fund 6,649,545.03 Electric Fund Totals PNC Water & Sewer Operating Fund 004-10045 Checking 4-Water Available 505,951.87 Water Operating Account Smart Bank Water & Sewer Reserve 004-10064 Checking 4-Water Restricted 1,274,632.06 Water Reserves-monthly deposit Truist Pooled Cash account 004-10525 Pooled 4-Water Available 64,718.20 Pooled Cash operating funds Smart Bank SDC Water Reserve 004-10640 Checking 4-Water Capital/Restricted 663,705.00 Capital Improvements to Water System Smart Bank SDC Water Reserve 004-10645 Checking 4-Water Capital/Restricted 466,250.00 Capital Improvements to Water System Smart Bank Water Tap Reserves 004-10650 Checking 4-Water Capital/Restricted 2,057,156.28 Capital Improvements to Water System Smart Bank Sewer Tap Reserves 004-10660 Checking 4-Water Capital/Restricted 221,449.62 Capital Improvements to Sewer System CITY OF FAIRHOPE City Bank Accounts & Types 8/31/2023 Page 78 of 128 Interim Balance Bank Working Name of Account G/L # Account Form Fund Account Type 8/31/2023 Authorized Use CITY OF FAIRHOPE City Bank Accounts & Types 8/31/2023 Smart Bank Water Customer Deposit Reserve 004-11440 Checking 4-Water Restricted 388,747.00 Water Customer Deposits Reserves Regions Revenue Warrant Series 1996 004-15020 Trust 4-Water Debt Serv 52,630.20 Trust Account-held under Indenture Agmt. Regions URW 2020 Reserve 004-15400 Trust 4-Water Debt Serv 1,758,669.33 Bond Fund Regions URW 2020Prin/Int Sinking 004-15405 Trust 4-Water Debt Serv - Bond Fund Regions Escrow Trust to Def URW 2020 004-15415 Trust 4-Water Debt Serv - Bond Fund 7,453,909.56 Water/Sewer Fund Totals PNC Sanitation Operating Fund 005-10045 Checking 5-Sanitation Available 465,099.22 Sanitation Operating Account Truist Pooled Cash account 005-10525 Checking 5-Sanitation Available 9,429.04 Pooled Cash operating funds Smart Bank Sanitation Operating Fund 005-11410 Checking 5-Sanitation Available 22,129.00 Sanitation Customer Deposits Reserves 496,657.26 Truist 7% Gas Tax Fund 009-11010 Checking 9-Gas Tax Restricted 139,816.44 Road Construction - under State ordinance Truist 4% and 5% Gas Tax Fund 009-11015 Checking 9-Gas Tax Restricted 100,971.30 Road Construction - under State ordinance 240,787.74 Gas Tax Fund Totals PNC Prepaid Cash-Medical Ins 101-10069 Checking 101-Health Restricted 776,899.44 Health Claims - Reserve PNC Prepaid Cash-Medical Ins 101-10150 Checking 101-Health Restricted 326,928.36 Health Claims - BCBS Weekly deduction 1,103,827.80 Prepaid Health Totals PNC Rebuild AL Gas Tax Fund 102-10045 Checking 102-Rebuild AL Restricted 328,588.70 Road Construction - under State ordinance PNC Capital Projects Op Acct 103-10045 Checking 8-Cap Proj Capital 4,537,558.30 Capital Projects funding PNC Capital Projects Infrastructure Impr 103-10087 Checking 8-Cap Proj Capital - Capital Projects funding 4,537,558.30 Capital Projects Fund Totals PNC Impact Fee Fund - Police 105-10045 Checking 7-Impact Capital/Restricted 795,226.31 Capital-Police with Council approval PNC Impact Fee Fund - Fire 105-10050 Checking 7-Impact Capital/Restricted 1,043,583.56 Capital-Fire with Council approval PNC Impact Fee Fund - Transportation 105-10055 Checking 7-Impact Capital/Restricted 401,685.16 Capital-Transportation with Council approval PNC Impact Fee Fund - Rec / Parks 105-10060 Checking 7-Impact Capital/Restricted 294,115.47 Capital-Parks with Council approval 2,534,610.50 Impact Fee Fund Totals PNC Municipal Capital Imprvmt Fund 106-10235 Checking 106-MCIF Restricted 666,312.75 Capital Improvements-City Wide with Council Approval PNC Federal Grant 110-10045 Checking 110-Fed Grant Restricted 223,131.51 Restore Grant PNC American Rescue Fund 111-10045 Checking 111-American Rescue Restricked 1,548,107.88 COVID-19 Page 79 of 128 Interim Balance Bank Working Name of Account G/L # Account Form Fund Account Type 8/31/2023 Authorized Use CITY OF FAIRHOPE City Bank Accounts & Types 8/31/2023 PNC Municipal Court Fund 114-10045 Checking 114-Muni Court Restricted 118,426.38 Court payments - 71,107,197.09 Page 80 of 128 Gas Electric Water & Sewer Total Fund Fund Fund Utilities Utility Revenue Income 9,649,500 25,353,872 20,497,200 55,500,572 Utility Operating Expenses*7,993,474 23,148,091 12,682,778 43,824,343 Net Operating Income/(Loss)1,656,026 2,205,781 7,814,422 11,676,229 *This excludes vehicles and equipment/SCADA/Capital Improvements and General Fund transfers. Reported in cash flow requirements below using full accrual accounting. Other Uses Current debt service 43,782 43,782 1,637,784 1,725,348 Vehicles/Equipment 69,152 747,700 1,333,000 2,149,852 Sys Upgrades/Cap Proj 4,463,200 4,078,500 31,679,180 40,220,880 Reserve requirements per ordinance - 960,000 875,000 1,835,000 Line of Credit/Short Term Loan - -(24,500,000) (24,500,000) General Fund Transfer 2% of Utility Revenue 192,990 507,077 186,884 886,951 Other Uses 4,769,124 6,337,059 11,211,848 21,431,080 Add Back Depreciation Expense 550,000 850,000 1,535,000 2,935,000 Excess (Deficit) Cash (2,563,098) (3,281,278) (1,862,426) (6,819,851) CASH Cash-Operating 8,262,976 1,214,502 584,061 10,061,539 Cash-Reserve 3,663,485 4,447,396 1,274,632 9,385,512 Cash-Reserve Water-Tap/SDC - - 2,720,861 2,720,861 Cash-Reserve Sewer-Tap/SDC - - 687,700 687,700 11,926,461 5,661,898 5,267,254 22,855,612 City of Fairhope Utilities Summary FY 2024 Utilities Cash Flow Requirements Page 81 of 128 Current Active Meters Electric: 6,992 Gas: 14,230 Water: 21,733 2022 • Electric: 6,999 • Gas: 12,715 • Water: 21,120 2021 • Electric: 6,955 • Gas: 12,187 • Water: 20,602 2020 • Electric: 6,974 • Gas: 11,802 • Water: 20,112 2019 • Electric: 6,913 • Gas: 11,381 • Water: 19,446 Total number of water meters changed out in 2023: 660 Key Account Holders: Thomas Hospital • Wal-Mart • Grand Hotel • Winn Dixie Piggly Wiggly • Library • Disposal Plant • Fairhope Elementary School Fairhope High School • Fairhope Middle School Page 82 of 128 ADMIN/COLLECTION COSTS ANALYSISFOR USE IN PREPARATION OF 2024 BUDGET ADMINISTRATIVE FEE COMPUTATION - 50026 RETAINED 2024 IN GEN DEPT BUDGET DIVISION FUND REALLOCATED ADMIN SALARIES & OT 1,369,825.00 4 342,456.25 1,027,368.75 HR SALARIES & OT 311,059.00 4 77,764.75 233,294.25 IT SALARIES & OT 409,323.00 4 102,330.75 306,992.25 MECHANICS SALARIES & OT 469,481.00 4 117,370.25 352,110.75 JANITORIAL COST 121,848.94 4 30,462.24 91,386.71 PLANNING SALARIES & OT 633,663.00 15% TO UTIL 538,613.55 95,049.45 BUILDING SALARIES & OT 643,163.00 15% TO UTIL 546,688.55 96,474.45 FACILITIES MAINTENANCE 319,169.19 4 79,792.30 239,376.89 PAYROLL TAXES-IN COMMON SAL*.0765 317,909.76 4 79,477.44 238,432.32 RETIREMENT 219,621.00 4 54,905.25 164,715.75 Planning 57,218.00 15% TO UTIL 48,635.30 8,582.70 Building 56,093.00 15% TO UTIL 47,679.05 8,413.95 PERCENT OF IN COMMON COSTS RETAINED IN GEN FUND:41.92%2,066,175.67 2,862,198.22 4,928,373.90 FY 2023 FY 2024 ROUNDED 2,862,198 911,026 GAS 954,066 33.3333%911,026 ELEC 954,066 33.3333% 592,167 WATER 620,143 33.3333% 318,859 SEWER 333,923 COMBINED 2,733,078 2,862,198 COLLECTION FEES COMPUTATION - 50025 REVENUE: SALARIES 428,017.00 PAYROLL TAXES 38,600.00 RETIREMENT 39,349.00 MEDICAL EXPENSE 91,895.00 597,861.00 CUSTOMER COUNT FY 2023 FY 2024 GAS FUND 12,958 597,861 ELEC 6,992 110,734 GAS 117,735 20% WATER-64.62% OF WATER/SEWER COMBINED 21,733 60,954 ELEC 63,529 11% SEWER-35.38% OF W/S COMBINED 12,617 183,933 WATER 197,464 33% GARBAGE 11,501 105,944 SEWER 114,637 19% 65,801 461,565 493,364 *GARBAGE IS 20% OF CUSTOMERS BILLED, BUT IT DOES NOT REQUIRE METER READING OR CUT-OFF/ON.104,497 17% 597,861 METER: METER DEPARTMENT TOTAL EXPENSES 757,848.00 FY 2022 FY 2023 ROUNDED 755,287 CUSTOMER COUNT 162,421 GAS 180,240 24%GAS FUND 12,958 91,275 ELEC 97,255 13% ELEC 6,992 262,934 WATER 302,296 40% WATER-63.45% OF WATER/SEWER COMBINED 21,733 159,523 SEWER 175,496 23% SEWER-36.555% OF W/S COMBINED 12,617 676,153 755,287 54,300 GENERAL FUND REVENUE ACCTS:TOTAL COLLECTION COST: 001-41250 GAS 297,975 001-41260 34,350 Water/Sewer Total Customer Count ELECTRIC 160,784 63.27%Water %WATER 499,759 36.73%Sewer %SEWER 290,133 Page 83 of 128 Projected Projected FY 2024 FY 2025 FY 2026 Budget Budget Budget Total Revenue 9,624,500 9,506,685 9,600,802 Total Operating Expense 7,993,474 8,176,779 8,282,952 Revenue Minus Operating Expenses 1,631,026 1,329,906 1,317,850 Other Uses Reserve for Capital Equipment/Improvements 69,152 500,000 500,000 Reserve for System Upgrades 4,463,200 4,481,200 2,470,000 Warrant & Lease Payments 43,782 41,108 41,586 General Fund Transfer 192,990 198,780 202,755 Total Other Uses 4,769,124 5,221,088 3,214,341 Excess/(Deficit) for the Year (3,138,098) (3,891,181) (1,896,491) Add back Depreciation Expense 550,000 565,600 571,256 Net Excess/(Deficit)(2,588,098) (3,325,581) (1,325,235) CASH 8/31/2023 Cash-Operating 8,249,137 Cash-Reserve 3,663,485 11,912,621 Targeted Reserve Fund 20% of Annual Revenue 1,924,900 1,901,337 1,920,160 City of Fairhope Gas Department Page 84 of 128 GAS DEPARTMENT FUND 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40835 Federal Grants 1,241 6,094 718 - - - 40840 Fema-Grant Revenues 18,287 (4,924) 1,145 - - - 40900 Transfers In Captl Purchases - - - - - - 41705 Sale of Fixed Assets 2,312 212 22,984 9,748 - - 42010 Sale of Natural Gas 5,839,877 6,851,260 8,080,489 6,536,762 7,236,483 7,404,500 42030 Sale of Natural Gas-Joint Line 1,588,266 1,825,800 2,007,333 1,663,626 1,900,000 1,889,000 45635 Grant income-ALDOT 9,450 2,542 - - - - 49010 Interest Earned 181,535 92,211 106,587 394,941 90,000 300,000 49030 Insurance Claim 4,399 65,999 68,683 - - - 49035 Rebate Income 5,237 5,201 6,914 6,492 5,000 6,000 49040 Miscellaneous Revenue 477 2,560 - - - - 49060 Connection Fees - 2,700 26,804 65,284 20,000 25,000 49065 Aid to Construction - -- - - 25,000 49080 Community Dev Revenue 48 84 832 - - - 49998 Budget Rollover - - - - 1,358,383 3,069,316 49999 Inventory revenue - - - (0) - - TOTAL REVENUES 7,651,129 8,849,739 10,322,488 8,676,854 10,609,866 12,718,816 EXPENSES 50020 Purchased Power-Natural Gas 1,545,490 2,216,197 3,761,281 2,367,111 2,749,684 3,017,200 50025 Collection Costs/Revenue Dept 59,000 59,000 266,281 218,951 291,935 298,507 50026 Administrative Costs 852,000 872,000 837,000 683,270 911,026 972,350 50040 Salaries-Oper&Maint 952,718 1,094,870 991,824 955,100 1,229,769 1,229,770 50045 Overtime 84,712 85,641 97,773 101,335 78,000 114,000 50190 Employee Payroll Taxes 88,066 90,025 81,931 78,278 108,622 109,995 50200 Employee Retirement Exp 92,560 137,284 53,833 84,846 114,275 113,868 50210 Employee Medical Insurance 302,715 291,812 236,389 197,352 299,365 210,000 50215 Required Contrib-OPEB 210,715 12,327 (65,423) 38,551 42,055 56,074 50220 Casualty/Workers Comp Ins 76,728 - - - - - 50221 Workers Comp Insurance - 22,498 19,600 19,916 21,168 17,975 50222 Casualty/Property Insurance - 60,341 66,938 77,654 70,285 80,100 50230 Training/School/Travel 23,681 22,787 36,314 26,068 54,700 50,100 50250 Trustee Fees 365 - 99 99 350 350 50270 Audit & Accounting 14,502 9,759 16,383 13,756 17,000 13,000 50280 Legal Fees 6,506 3,893 5,158 3,930 6,000 6,000 50290 Professional Services 81,956 45,626 72,006 70,188 289,000 156,000 50300 Computer Expense 89,031 37,366 13,797 14,652 17,379 27,870 50320 Office Supplies 1,512 1,308 1,912 1,148 3,400 4,500 50325 Printers/Copiers/OE and supp 5,613 6,506 5,399 3,822 11,150 3,030 50330 Postage 39,848 39,793 54,035 48,019 45,000 50,000 50340 Operating Supplies 142,551 193,165 152,529 77,272 180,000 188,000 50360 Maintenance-Buildings 16,608 15,274 23,319 16,803 22,000 1,560 50365 Maintenance-Plant 61,070 119,632 136,768 176,285 198,000 208,000 50380 Communications 37,858 30,327 30,828 34,489 28,492 20,400 50390 Dues-Memberships-Subscrip 34,362 33,420 30,692 38,681 49,450 50,500 50395 Employment Screening - 1,216 1,472 940 1,200 1,200 50420 Bad Debts 10,089 8,886 3,205 3,140 10,000 10,000 50430 Gasoline & Oil 27,939 40,709 59,705 44,191 55,000 60,000 50435 Small Equipment - - 49,646 35,279 43,780 39,000 50440 Maintenance-Vehicles&Equip 56,858 35,185 47,441 33,673 52,000 52,000 50460 Uniforms 22,210 1,014 1,470 1,894 4,000 2,000 50462 Safety Wear and PPE 3,852 16,106 5,132 6,487 12,755 13,880 50470 Purchases Vehicles & Equipment - - - 342,577 532,241 47,000 50473 Warehouse Improvement Purchase - - 0 1,570 45,000 - 50474 Warehouse Building Purchases - - 0 196 - - 50490 Community Dev Projects - - (306) - - - 50495 Amortization Expense 2,257 3,549 - - - - 50500 Depreciation 510,799 475,895 531,751 487,438 550,000 550,000 50510 Interest Expense 10,134 4,361 3,024 2,648 2,674 2,145 50520 Rental-other 7,892 11,493 2,634 - 12,000 10,000 50530 Bond Issue Expense 857 - - - -- 50540 Electricity 3,067 3,282 3,910 2,915 4,000 4,000 50560 Credit Card Processing Fees 60,726 66,949 105,840 122,402 80,000 100,000 50580 Bank Fees 12,885 11,322 11,402 6,498 13,000 7,500 Page 85 of 128 GAS DEPARTMENT FUND 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50900 Transfers Out Captl Purchases 115,214 - - - - - 50902 Transfers Out Captl Purchases Gas - 24,130 208,497 - 53,282 - 50920 Transfers to General Fund - -102,016 138,773 185,030 192,990 50925 Transfers for Comm Dev 108,000 241,334 - - - - 50965 Transfers-Cap Proj Fund - 36,125 91,131 - - - 51030 Publications Newspapers 66 - - - 100 100 52010 Dist of Joint Revenue 70,322 77,240 75,634 69,667 70,000 70,000 52020 Daphne 3% Rev Tax Exp 4,542 5,335 5,857 4,570 5,200 5,200 52025 Spanish Fort Franchise Tax 20,192 22,192 22,354 16,347 20,000 20,000 52030 APSC Inspection Fee 7,268 15,214 7,973 - 7,300 7,300 52510 Utilities for City Use 34,665 33,232 34,419 36,099 40,000 40,000 59000 Inventory Budget - - 31 - - - 59100 SCADA Capital Purch Budget - - - 8,595 - - 59500 Capital Sys Improve Budget - - - 1,187,510 1,973,200 4,463,200 59893 Transfers Out-Electric Fund 1,000,000 - - - - - 50340 General Supplies-COVID 1,241 - - - - - 56015 Hurricane Sally 3,767 1,692 - - - - TOTAL EXPENSES 6,915,011 6,637,312 8,300,900 7,912,265 10,609,866 12,718,816 EXCESS REVENUE OVER EXPENSE 736,119 2,212,427 2,021,588 764,589 - - Page 86 of 128 Actual Actual Actual Actual Budget Draft Budget Estimated Projected Projected Projected Projected ProjectedCategoryFY 2020 FY 2021 FY 2022 YTD 8/31/2023 FY 2023 FY 2024 Growth Rate FY 2025 FY 2026 FY 2027 FY 2028 FY 2029Sales and Services 7,428,143 8,677,060 10,087,822 8,200,388 9,136,483 9,293,500 1.0%9,386,435 9,480,299 9,575,102 9,670,853 9,767,562Other charges, sales and receipts 16,685 74,097 119,302 75,032 20,000 25,000 1.0%25,250 25,503 25,758 26,015 26,275Interest income 186,773 97,412 113,501 401,434 95,000 306,000 95,000 95,000 95,000 95,000 95,000 Total Revenue 7,631,602$ 8,848,569$ 10,320,625$ 8,676,854$ 9,251,483$ 9,624,500$ N/A 9,506,685 9,600,802 9,695,860 9,791,868 9,888,837 Operations Expenses Compensation & Benefits 1,731,486 1,734,457 1,415,926 1,475,377 1,893,254 1,851,682 4.0%1,925,749 2,002,779 2,082,890 2,166,206 2,252,854Energy Purchases 1,545,490 2,216,197 3,761,281 2,367,111 2,749,684 3,017,200 2.0%3,077,544 3,139,095 3,201,877 3,265,914 3,331,233Supplies, Repairs & Maintenace 285,453 371,071 417,014 344,283 510,330 496,090 2.0%506,012 516,132 526,455 536,984 547,723Services Provided by Others 102,964 59,277 93,547 87,874 312,000 175,000 1.0%176,750 178,518 180,303 182,106 183,927Utilties & Communication 75,590 66,841 69,158 73,503 72,492 64,400 1.0%65,044 65,694 66,351 67,015 67,685Travel/Training 23,681 22,787 36,314 26,068 54,700 50,100 1.0%50,601 51,107 51,618 52,134 52,656Other Operating Expenditures 407,906 362,469 389,399 382,432 393,019 436,000 1.0%440,360 444,764 449,211 453,703 458,240Interest expense 10,134 4,361 3,024 2,648 2,674 2,145 Schedule 2,145 1,608 1,065 715 560Depreciation Expenses 510,799 475,895 531,751 487,438 550,000 550,000 1.0%555,500 561,055 566,666 572,332 578,056 Bad Debt/Amortization 12,346 12,435 3,205 3,140 10,000 10,000 1.0%10,100 10,201 10,303 10,406 10,510Distribution of Joint Revenue 70,322 77,240 75,634 69,667 70,000 70,000 1.0%70,700 73,528 76,469 79,528 82,709 Total Oper. Expenses 4,776,172$ 5,403,030$ 6,796,250$ 5,319,542$ 6,618,152$ 6,722,617$ N/A 6,880,505 6,960,752 7,126,436 7,297,110 7,472,934 Revenue Minus Op Exp 2,855,429$ 3,445,539$ 3,524,375$ 3,357,312$ 2,633,331$ 2,901,883$ N/A 2,626,180 2,640,050 2,569,424 2,494,759 2,415,904 Other Sources/Uses Other Sources Borrowed Funds Variable 0 0 0 0 0Other Sources Total Other Sources -$ -$ -$ -$ -$ -$ N/A 0 0 0 0 0 Other Uses Administrative Cost Paid To Gen Fund 852,000 872,000 837,000 683,270 911,026 972,350 2.0%991,797 1,011,633 1,031,866 1,052,503 1,073,553Collection cost/Revenue Dept 59,000 59,000 266,281 218,951 291,935 298,507 2.0%304,477 310,567 316,778 323,114 329,576Transfer to General Fund 108,000 241,334 102,016 138,773 185,030 192,990 3.0%198,780 202,755 206,810 210,947 215,166Transfers In/Out Capital Purchases 115,214 24,130 208,497 0 53,282 0 0 0 0 0 0Warrant & Lease Payments 0 0 0 0 0 43,782 Per Schedule 41,108 41,586 42,184 42,662 12,070Reserve for Capital Equipment/Improvements 0 0 0 0 577,241 69,152 Variable 500,000 500,000 500,000 500,000 500,000Reserve for System Upgrades 0 0 0 0 1,973,200 4,463,200 4,481,200 2,470,000 2,590,000 4,480,000 3,560,000Transfer to Electric 1,000,000 0 0 0 0 0 N/A 0 0 0 0 0Total Other Uses 2,134,214$ 1,196,464$ 1,413,794$ 1,040,993$ 3,991,714$ 6,039,981$ 0.0%6,517,362 4,536,541 4,687,638 6,609,225 5,690,364 Net Other Sources/Uses (2,134,214)(1,196,464)(1,413,794)(1,040,993)(3,991,714)(6,039,981)N/A (6,517,362)(4,536,541)(4,687,638)(6,609,225)(5,690,364) Excess/(Deficit) for Year 721,215$ 2,249,074$ 2,110,581$ 2,316,319$ (1,358,383)$ (3,138,098)$ N/A (3,891,181)(1,896,491)(2,118,214)(4,114,466)(3,274,460) Add back Depreciation Exp 510,799$ 475,895$ 531,751$ 487,438$ 550,000$ 550,000$ 565,600$ 571,256$ 576,969$ 582,738$ 588,566$ Net Excess/(Deficit) $ 1,232,015 2,724,970$ 2,642,332$ 2,803,757$ (808,383)$ (2,588,098)$ (3,325,581)(1,325,235)(1,541,245)(3,531,728)(2,685,895) Assets Cash Balances As of 9/30/20 As of 9/30/21 As of 9/30/22 As of 8/31/2023 Note: Use fund balance cash $3,069.316 Cash - Operating 5,312,163$ 6,404,725$ 7,791,234$ 8,188,467$ Cash - Pooled Depository 183,161$ 101,264$ 74,012$ 60,669$ Cash - Gas Reserves Centennial 3,328,848$ 3,412,870$ 3,507,388$ 3,663,485$ Cash - Super Fund Savings -$ -$ -$ -$ Cash - Reserve Fund Vision -$ -$ -$ -$ Cash - Utility Reserve Fund -$ -$ -$ -$ Cash - Second Utility Reserve -$ -$ -$ -$ Cash - Gas Customer Deposit Reserve 637,248$ 719,866$ 711,248$ 711,248$ Restricted*Restricted* Total Cash 9,461,420$ 10,638,724$ 12,083,882$ 12,623,869$ Targeted Reserved Fund Balance $ 1,488,966 $ 1,750,231 $ 1,750,231 $ 1,655,084 $ 1,924,900 $ 1,901,337 $ 1,920,160 $ 1,939,172 $ 1,958,374 $ 1,977,767 Notes: 10/02/2023Recommended Targeted Reserve Fund 20% of annual revenue City of Fairhope Gas Department Page 87 of 128 Fiscal Year Project/Personnel Description Estimated Cost Estimated engineering & contingency (20%) 2024 Creek Crossings Removing the exsposed gas lines in various creeks in our system. this will require directional boring them 10' below the mud line of the creek to eliminate the risk of damage from debris or boat traffic. Coleman Ln, Rock Creek,CR.33. $253,600 $63,400 Back Feed to County Road 1 Mary Ann Rd. backfeed to County Road 1. This will give a secound feed to County Road 1. $158,400 $31,680 Engineering of I-10 line replacement This will engineer the replacement of our 6" High pressure line under I-10 due to a casing short.(Engineering phase only) $130,000 $130,000 Cast Iron Replacement Phase 1 This is Phase 1 of a 6 phase replacement plan to remove all cast iron gas main from our syatem. This is also include the removal of seperatly protected steel pipe that is in need of removal as well. $1,968,320 $531,680 Additional Rectifier This will provide an additional rectifier to aid in Cathodic Protection for our steel system. $75,000 Total: $3,220,000 2025 System Upgrades Phase 2 of Cast Iron Replacment This will continue the progress of removing the Cast Iron from $3,224,000 $806,000 Remote pressure monitoring system for the gas regulator stations. This will allow us to read gas pressures throughout our system in real time. This will aid in ensuring we deliver the needed and correct pressures to our customers. $376,000 $75,200 Total: $4,481,200 2026 System Upgrades Phase 3 or Cast Iron Replacement $1,696,000 $424,000 Cathodic Protection Complete Survey Complete system survey to ensure the Cathodic protection system is compliant. $350,000 Total: 2,470,000 2027 System Upgrades Phase 4 of Cast Iron Replacement $2,072,000 $518,000 Total: $2,590,000 2028 System Upgrades Phase 5 of the Cast Iron Replacement plan.$2,784,000 $696,000 Develop a North Operations Division in Spanish Fort, this will aid in response time and provide support for future growth.$850,000 $250,000 Total: $4,480,000 Fairhope Utilities Gas Department 5-Year Plan Page 88 of 128 Projected Projected FY 2024 FY 2025 FY 2026 Budget Budget Budget Total Revenue 25,011,660 23,144,877 23,375,375 Total Operating Expense 19,689,935 20,229,147 20,513,857 Revenue Minus Operating Expenses 5,321,725 2,915,730 2,861,518 Other Uses Reserve for Capital Equipment/Improvements 1,037,437 500,000 500,000 Reserve for System Upgrades 5,986,430 1,398,000 2,160,000 Warrant & Lease Payments 43,782 41,108 41,586 Reserve requirements per ordinance 960,000 960,000 960,000 General Fund Transfer 499,803 509,799 519,995 Total Other Uses 8,527,452 3,408,907 4,181,581 Excess/(Deficit) for the Year (3,205,727) (493,177) (1,320,063) Add back Depreciation Expense 850,000 858,500 867,085 Net Excess/(Deficit)(2,355,727) 365,323 (452,978) CASH 8/31/2022 Cash-Operating 1,770,717 Cash-Reserve 4,830,609 6,601,327 Targeted Reserve Fund 20% of Annual Revenue 4,582,332 4,628,975 4,675,075 City of Fairhope Electric Department Page 89 of 128 ELECTRIC DEPARTMENT FUND 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40835 Federal Grants 17,194 713 1,256 - - - 40840 Fema-Grant Revenues 719,940 121,318 146,753 - - - 40900 Transfers In Captl Purchases 113,694 - - - - - 40902 Transfers In Captl Purchases Gas - 8,666 147,381 - 53,282 - 40904 Transfers In Captl Purchases W/S - 29,713 147,381 - 53,282 - 41705 Sale of Fixed Assets 3,102 3,575 302 62,275 - - 42510 Sale of Electric Energy 20,089,648 19,852,581 19,845,437 18,402,291 22,500,000 22,500,000 42511 Charge Point Income - - 926 2,285 - 2,200 42520 Revenue Late Charges 115,455 161,142 108,581 107,643 135,000 110,000 42530 Pole Rental-Telephone Co 26,960 34,480 33,792 59,312 29,656 29,656 42540 Pole Rental-Cable T.V. 40,980 40,980 45,078 49,176 45,078 45,078 42550 Pole Rent-Riviera - 426 426 1,438 426 1,438 42560 Temp Service Charges 1,550 850 4,650 7,675 1,500 4,500 45620 Rate Stabilization Funds - 1,636,546 92,610 - 2,100,000 2,250,000 45625 Grants-Smart Grid Initiative 1,314,759 - - - -- 45635 Grant income-ALDOT - - - - - - 49010 Interest Earned 127,938 98,559 116,276 249,522 90,000 200,000 49030 Insurance Claim - 66,001 - - - - 49035 Rebate Income 5,637 5,986 6,914 6,492 5,000 6,000 49040 Miscellaneous Revenue 45,349 100,527 76,056 124,328 30,000 80,000 49055 AMEA Income-Training - 10,000 26,992 - 25,000 25,000 49060 Connection Fees 40,841 43,315 42,965 212,759 50,000 50,000 49065 Aid to Construction - - - - - 50,000 49080 Community Dev Revenue 49 87 857 - - - 49080 Community Dev Revenue 49 87 857 - - - 49892 Transfers In-Gas Fund 1,000,000 - - - - - 49995 UB Clearing (0) - - - - - 49998 Budget rollover - -- - 3,161,945 4,087,496 49999 Inventory revenue - -- (0) - - TOTAL REVENUES 23,663,147 22,215,550 20,845,489 19,285,197 28,280,169 29,441,368 EXPENSES 50020 Purchased Power-Elect 11,330,913 12,488,709 13,394,653 11,301,819 13,500,000 13,820,000 50025 Collection Costs/Revenue Dept 37,000 35,000 149,640 120,522 160,696 161,071 50026 Administrative Costs 852,000 872,000 837,000 683,270 911,026 972,350 50040 Salaries-Oper&Maint 1,205,865 1,317,982 1,364,474 1,406,329 1,780,126 1,780,126 50045 Overtime 152,741 105,669 150,329 146,966 115,000 160,000 50190 Employee Payroll Taxes 103,584 103,313 111,356 116,280 154,512 142,500 50200 Employee Retirement Exp 107,865 174,982 84,465 127,407 164,973 156,500 50210 Insurance, Employees Group 283,412 293,242 281,284 253,054 348,038 300,000 50215 Required Contrib-OPEB 230,448 21,655 (387,436) 23,849 28,037 33,858 50220 Casualty/Workers Comp Ins 170,550 - - - - - 50221 Workers Comp Insurance - 53,066 65,458 65,693 70,694 57,845 50222 Casualty/Property Insurance - 135,503 154,372 174,293 162,091 170,000 50230 Training/School/Travel 25,279 33,620 68,342 97,019 100,000 101,100 50250 Trustee Fees 858 - 99 99 500 500 50270 Audit & Accounting 23,297 12,476 16,383 13,756 17,000 13,000 50280 Legal Fees - 856 - - - - 50290 Professional Services 45,112 48,583 129,111 32,647 118,000 140,000 50300 Computer Expense 90,092 44,543 18,756 18,752 45,562 39,850 50320 Office Supplies 873 478 1,250 957 1,600 1,200 50325 Printers/Copiers/OE and supp 5,067 5,917 5,120 3,635 11,236 2,940 50530 Bond Issue Expense 857 - - - - - 50330 Postage 39,473 39,572 54,032 48,104 50,000 50,000 50340 Operating Supplies 74,828 160,997 121,747 97,974 256,517 100,000 50360 Maintenance-Buildings 15,915 26,701 23,646 30,493 95,000 25,312 50365 Maintenance-Plant 80,179 189,970 177,479 169,174 250,000 1,012,000 50380 Communications 38,241 33,207 26,163 24,228 20,692 21,024 50390 Dues-Memberships-Subscrip 4,909 5,367 10,555 10,125 15,000 15,000 50395 Employment Screening - 1,060 1,956 1,149 1,500 1,500 50400 Miscellaneous - 378 - - - - 50410 Cash Over or Short (165) 210 830 (519) - - 50420 Bad Debts 67,894 42,693 28,605 28,846 150,000 100,000 50430 Gasoline & Oil 98,800 37,099 50,923 44,472 60,000 51,000 Page 90 of 128 ELECTRIC DEPARTMENT FUND 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50435 Small Equipment - - - 10,216 12,000 97,110 50440 Maintenance-Vehicles&Equip 66,098 47,391 119,465 56,169 106,000 108,500 50460 Uniforms 1,480 531 1,135 1,439 1,500 1,500 50462 Safety Wear and PPE 13,110 20,408 27,127 18,750 63,200 73,360 50490 Community Dev Projects - - (306) - - - 50470 Purchases Vehicles & Equipment - - - 502,231 532,590 562,000 50473 Warehouse Improvement Purchase - - (0) 117,411 199,847 - 50475 Capital Improvements - - - 152,120 205,000 85,700 50501 Depreciation Adjustment - - - - - - 50545 Hurricane Assistance - - - - - - 50474 Warehouse Building Purchases - - - 38 - - 50495 Amortization Expense 8,040 8,040 - - - - 50500 Depreciation 851,630 979,888 994,022 911,187 850,000 1,000,000 50510 Interest Expense 11,681 32 3,024 1,448 3,200 2,145 50560 Credit Card Processing Fees 60,726 65,754 103,950 120,216 80,000 100,000 50580 Bank Fees 12,895 13,064 13,156 7,312 15,000 15,000 50900 Transfers Out Captl Purchases 58,367 15,464 - - - - 50920 Transfers to General Fund - - 537,655 374,852 499,803 507,077 50925 Transfers for Comm Dev 254,000 604,085 - - - - 51025 Colony Rent 338 338 818 790 800 800 51030 Publications Newspapers 1,118 885 - - 1,000 1,000 52510 Utilities for City Use 229,612 65,271 66,231 40,316 76,000 70,000 56015 Hurricane Sally 762,268 232,814 - - - - 56025 Hurricane Zeta - 10,390 - - - - 50340 General Supplies 6,918 - - - - - 59100 SCADA Capital Purch Budget - - - 75,349 100,000 100,000 59110 AMI Capital - - - - 2,250,000 2,250,000 59500 Capital Sys Improve Budget - - - 984,307 3,736,430 4,078,500 59998 Reserve Requirements per Ordin - - - - 960,000 960,000 TOTAL EXPENSES 17,424,168 18,349,202 18,806,868 18,414,545 28,280,169 29,441,368 EXCESS REVENUE OVER EXPENSE 6,238,978 3,866,349 2,038,622 870,652 - - Page 91 of 128 Actual Actual Actual Actual Budget Budget Estimated Projected Projected Projected Projected Projected Category FY 2020 FY 2021 FY 2022 YTD 8/31/2023 FY 2023 FY 2024 Growth Rate FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Sales and Services 20,089,648 19,852,581 19,845,437 18,402,291 22,500,000 22,500,000 1.0%22,725,000 22,952,250 23,181,773 23,413,590 23,647,726Other charges, sales and receipts 279,924 467,368 347,539 633,383 321,660 403,872 1.0%407,911 411,990 416,110 420,271 424,474Interest income 127,938 98,559 116,276 249,522 90,000 200,000 95,000 95,000 95,000 95,000 95,000Grants2,051,893 122,031 148,008 0 0 0Rate Stablization Funds 0 1,636,546 92,610 0 2,100,000 2,250,000 Total Revenue 22,549,403$ 22,177,085$ 20,549,871$ 19,285,197$ 25,011,660$ 25,353,872$ N/A 23,227,911 23,459,240 23,692,882 23,928,861 24,167,200 Operations Expenses Compensation & Benefits 2,083,915 2,069,909 1,669,929 2,139,577 2,661,380 2,630,829 4.0%2,736,062 2,845,505 2,959,325 3,077,698 3,200,806Energy Purchases 11,330,913 12,488,709 13,394,653 11,301,819 13,500,000 13,820,000 2.0%14,096,400 14,378,328 14,665,895 14,959,212 15,258,397Supplies, Repairs & Maintenace 244,811 425,538 443,587 364,983 721,117 1,344,122 2.0%1,371,004 1,398,425 1,426,393 1,454,921 1,484,019Services Provided by Others 73,477 67,830 150,614 50,039 146,236 155,940 1.0%157,499 159,074 160,665 162,272 163,895Utilties & Communication 267,852 98,478 92,394 64,544 96,692 91,024 1.0%91,934 92,854 93,782 94,720 95,667Travel/Training 25,279 33,620 68,342 97,019 100,000 101,100 1.0%102,111 103,132 104,163 105,205 106,257Other Operating Expenditures 494,184 364,333 437,709 444,981 496,153 519,510 1.0%524,705 529,952 535,252 540,604 546,010Interest expense 11,681 32 3,024 1,448 3,200 2,145 Per Sch 1,608 1,065 715 560 403Depreciation Expenses 851,630 979,888 994,022 911,187 850,000 1,000,000 1.0%1,010,000 1,020,100 1,030,301 1,040,604 1,051,010Bad Debt/Amortization 75,933 50,733 28,605 28,846 150,000 100,000 1.0%103,000 104,030 105,070 106,121 107,182 Total Oper. Expenses 15,459,676$ 16,579,071$ 17,282,879$ 15,404,444$ 18,724,777$ 19,764,670$ N/A 20,194,325 20,528,435 20,976,491 21,435,796 21,906,464 Revenue Minus Op Exp 7,089,727$ 5,598,014$ 3,266,992$ 3,880,753$ 6,286,883$ 5,589,202$ N/A 3,033,586 2,930,805 2,716,391 2,493,065 2,260,736 Other Sources/UsesOther SourcesBorrowed Funds Variable 0 0 0 0 0Other Sources Total Other Sources -$ -$ -$ -$ -$ -$ N/A 0 0 0 0 0 Other UsesAdministrative Cost Paid To Gen Fund 852,000 872,000 837,000 683,270 911,026 972,350 2.0%991,797 1,011,633 1,031,866 1,052,503 1,073,553Collection cost/Revenue Dept 37,000 35,000 149,640 120,522 160,696 161,071 2.0%164,292 167,578 170,930 174,348 177,835Transfer to General Fund 254,000 604,085 537,655 374,852 499,803 507,077 2.0%517,219 527,563 538,114 548,876 559,854Transfers In/Out Capital Purchases (55,328)(22,914)(294,762)0 (106,564)0 0 0 0 0 0Warrant & Lease Payments 0 0 0 0 0 41,586 Per Schedule 42,184 42,662 12,070 12,189 12,309Reserve for Capital Equipment/Improvements 0 0 0 0 1,037,437 747,700 Variable 500,000 500,000 500,000 500,000 500,000Reserve for System Upgrades 0 0 0 984,307 5,986,430 6,328,500 Variable 1,748,000 2,510,000 2,030,000 2,090,000 1,000,000 Reserve requirements per ordinance 960,000 Variable 960,000 960,000 960,000 960,000 960,000Transfer to Electric 0 0 0 0 0 0 N/A 0 0 0 0 0 Total Other Uses 1,087,672$ 1,488,171$ 1,229,533$ 2,162,951$ 8,488,828$ 9,718,284$ 0.0%4,923,492 5,719,436 5,242,979 5,337,917 4,283,551 Net Other Sources/Uses (1,087,672)(1,488,171)(1,229,533)(2,162,951)(8,488,828)(9,718,284)N/A (4,923,492)(5,719,436)(5,242,979)(5,337,917)(4,283,551) Excess/(Deficit) for Year 6,002,055$ 4,109,844$ 2,037,459$ 1,717,802$ (2,201,945)$ (4,129,082)$ N/A (1,889,906)(2,788,631)(2,526,588)(2,844,852)(2,022,815) Add back Depreciation Exp 851,630$ 979,888$ 994,022$ 911,187$ 850,000$ 1,000,000$ 1,010,000$ 1,020,100$ 1,030,301$ 1,040,604$ 1,051,010$ Net Excess/(Deficit) $ 6,853,685 5,089,732$ 3,031,481$ 2,628,989$ (1,351,945)$ (3,129,082)$ (879,906)(1,768,531)(1,496,287)(1,804,248)(971,805) Cash Balances As of 9/30/20 As of 9/30/21 As of 9/30/22 As of 8/31/2023 Note: Use fund balance cash $4,049,496 Cash - Operating 3,213,271$ 1,484,907$ 1,037,771$ 1,167,820$ Cash - Pooled Depository 1,384,970$ 341,323$ 142,589$ 33,044$ Cash - Electric Reserves 2,852,459$ 3,882,586$ 5,030,463$ 4,447,396$ Cash - Super Fund Savings -$ -$ -$ -$ Cash - Reserve Fund Vision -$ -$ -$ -$ Cash - Utility Reserve Fund -$ -$ -$ -$ Cash - Second Utility Reserve -$ -$ -$ -$ Cash - Emergency Relief Checking 23,653$ 23,765$ 18,067$ 17,982$ Restricted*Restricted*Cash - Customer Deposit Reserve 1,124,266$ 1,129,373$ 939,202$ 939,202$ Restricted*Restricted* Total Cash 8,598,618$ 6,861,954$ 7,168,092$ 6,605,444$ Targeted Reserved Fund Balance $ 4,186,521 $ 4,073,914 $ 4,063,990 $ 4,063,990 $ 3,807,135 $ 4,564,332 4,564,332 4,626,582 4,672,848 4,719,576 4,766,772 Notes: 10/02/2023 City of Fairhope Electric Department Recommended Targeted Reserve Fund 20% of annual revenue Page 92 of 128 Fiscal Year Project/Personnel Description Estimated Cost Estimated engineering & contingency (20%) 2024 Transmission System Upgrades Install a new #397 ACSR Line along Morphy, from Ingleside to Greeno, north up Greeno to Dyer. Total length will be approximately 1.4 miles. Cost includes installation of 3 new GOS's in the 44 KV system $1,750,00 $350,000 Upgrade Existing 44 KV poles along Dyer Road from Greeno to Bishop $200,000 $40,000 Underground distribution Underground on Magnolia from Church Street to Bancroft $850,000 Lighting Underground distribution Led and Pole change out 4 lane lights Greeno Road Underground from Church St. down Magnola. $300,000 $650,000 Total: $4,140,000 2025 Distribution System Upgrades Upgrade Existing #2/0 and #4/0 ACSR conductors along Summit Street and White Avenue, south from Morphy, and over to Liberty Street, approximately 0.4 miles, to #397 ACSR $280,000 $56,000 Upgrade existing #1/0 ACSR conductors along South Mobile Street, from White Avenue down to Pier Avenue, approximately 0.5 miles, to #4/0 ACSR $325,000 $65,000 Install new 12 KV GOS's at 8 locations $160,000 $32,000 $80,000 Traffic Signals Total: $1,748,000 2026 Distribution System Upgrades Upgrade approximately 3.5 miles of existing oldcopper conductors to #1/0 ACSR (21 locaitons)$1,800,000 $360,000 Fairhope Utilities Electric Department 5-Year Plan Install new 12 KV reclosers at 8 locations Install new traffic lights at Section/Bancroft $400,000 $350,000 Page 93 of 128 Fiscal Year Project/Personnel Description Estimated Cost Estimated engineering & contingency (20%) Fairhope Utilities Electric Department 5-Year Plan Traffic Signals Install new traffic lights and controls Bancroft/Fairhope $350,000 Total: $2,510,000 2027 Distribution System Upgrades Upgrade existing #4/0 ACSR conductors along Nichols from Ingleside to Greeno, approximately 0.4 miles, to #397 ACSR $280,000 $56,000 Upgrade approximately 1.6 miles of existing copper conductors to #397 ACSR (2 locations) $1,120,000 $224,000 Traffic Signals Install new traffic lights and controls Gayer/Section $350,000 Total: $2,030,000 2028 Distribution System Upgrades Upgrade existing #4/0 ACSR conductors along Bancroft from Equality Avenue up to Bayou Street, approximately 0.4 miles, to #397 ACSR $280,000 $56,000 Upgrade approximately 1.8 miles of existing copper conductors to #4/0 ACSR (3 locations)$1,170,000 $234,000 Traffic Signals Install new traffic lights and controls Section/Volanta $350,000 Total: $2,090,000 Page 94 of 128 Projected Projected FY 2024 FY 2025 FY 2026 Budget Budget Budget Total Revenue 16,655,800 15,283,508 15,509,923 Total Operating Expense 11,862,631 12,039,057 12,253,505 Revenue Minus Operating Expenses 4,793,169 3,244,451 3,256,418 Other Sources Borrowed Funds (line of credit)15,000,000 - - Other Uses Reserve for Capital Equipment/Improvements 990,324 1,000,000 1,000,000 Reserve for System Upgrades 23,646,780 19,165,000 8,280,000 Warrant & Lease Payments 1,637,784 1,656,828 1,680,633 Reserve requirements per ordinance 875,000 875,000 875,000 General Fund Transfer 290,324 296,130 302,053 Total Other Uses 27,440,212 22,992,958 12,137,686 Excess/(Deficit) for the Year (7,647,043) (19,748,508) (8,881,268) Add back Depreciation Expense 1,535,000 1,631,050 1,664,128 Net Excess/(Deficit)(6,112,043) (18,117,458) (7,217,140) CASH 8/31/2022 Cash-Operating 4,904,944 Cash-Water Reserve 950,764 Cash-Reserve Water-Tap/SDC 3,449,156 Cash-Reserve Sewer-Tap 1,657,700 10,962,564 Targeted Reserve Fund 20% of Annual Revenue 2,996,160 3,056,702 3,101,985 City of Fairhope Water & Wastewater Department Page 95 of 128 Actual Actual Actual Actual Budget Budget Estimated Projected Projected Projected Projected ProjectedCategoryFY 2020 FY 2021 FY 2022 YTD 8/31/2023 FY 2023 FY 2024 Growth Rate FY 2025 FY 2026 FY 2027 FY 2028 FY 2029Sales and Services 12,127,989 12,703,925 14,142,409 14,936,946 13,700,000 15,600,000 1.0%15,839,000 16,082,050 16,329,224 16,580,596 16,836,244Other charges, sales and receipts 1,585,924 2,029,808 1,618,217 1,612,169 1,170,800 2,197,200 1.0%2,219,172 2,241,364 2,263,777 2,286,415 2,309,279Interest income 209,460 116,664 145,120 390,574 110,000 150,000 190,000 190,000 190,000 190,000 190,000Grants248,093 (32,335)18,911 0 1,675,000 2,400,000Budget Rollover 0 0 0 0 6,009,259 1,863,082 Total Revenue 14,171,467$ 14,818,062$ 15,924,657$ 16,939,689$ 16,655,800$ 20,347,200$ N/A 18,248,172 18,513,414 18,783,001 19,057,011 19,335,523 Operations ExpensesCompensation & Benefits 2,555,837 2,898,910 2,854,127 2,800,755 3,585,929 3,603,098 3.0%3,729,457 3,860,337 3,995,904 4,136,327 4,281,786Energy Purchases 591,229 592,438 524,405 548,353 585,000 570,000 2.0%581,400 597,618 614,298 616,845 619,443Supplies, Repairs & Maintenace 1,099,296 1,577,503 1,634,441 1,609,177 2,130,900 2,176,932 2.0%2,220,471 2,275,191 2,331,316 2,388,881 2,447,926Services Provided by Others 709,609 797,465 689,823 591,287 1,026,650 1,282,040 1.0%1,294,860 1,326,025 1,358,048 1,390,955 1,424,770Utilties & Communication 298,945 300,048 315,570 301,296 271,720 367,792 1.0%371,470 378,606 385,916 393,405 401,078Travel/Training 21,047 21,540 28,077 29,084 48,200 45,100 1.0%45,551 46,478 47,428 48,403 49,402Other Operating Expenditures 566,377 545,708 653,762 624,386 764,180 823,724 1.0%831,961 848,894 866,255 884,056 902,308 Interest expense 380,662 203,904 120,460 105,509 106,525 85,439 Per Sch 64,079 42,445 28,490 22,304 18,244Depreciation Expenses 1,481,001 1,611,230 1,821,360 1,767,610 1,535,000 1,900,000 1.0%1,919,000 1,958,390 1,998,780 2,040,198 2,082,673Bad Debt/Amortization 56,367 (50,949)32,237 41,875 80,000 65,000 0.0%65,500 66,005 66,515 67,030 67,551 Total Oper. Expenses 7,760,369$ 8,497,797$ 8,674,261$ 8,419,331$ 10,134,103$ 10,919,125$ N/A 11,123,749 11,333,985 11,626,435 11,921,374 12,227,630 Revenue Minus Op Exp 6,411,098$ 6,320,265$ 7,250,396$ 8,520,358$ 6,521,697$ 9,428,075$ N/A 7,124,423 7,179,428 7,156,566 7,135,638 7,107,894 Other Sources/UsesOther SourcesBorrowed Funds -$ -$ -$ -$ 15,000,000$ 24,500,000$ Variable 0 0 0 0 0Other Sources Total Other Sources -$ -$ -$ 15,000,000$ 24,500,000$ N/A 0 0 0 0 0 Other UsesAdministrative Cost Paid To Gen Fund 851,000 871,000 837,000 683,270 911,026 972,349 2.0%991,796 1,011,632 1,031,865 1,052,502 1,073,552Collection cost/Revenue Dept 160,000 157,000 692,595 573,165 764,220 791,304 2.0%807,130 823,273 839,738 856,533 873,664Transfer to General Fund 267,000 608,581 551,190 217,743 290,324 290,324 2.0%296,130 302,053 308,094 314,256 320,541Transfers In/Out Capital Purchases 115,214 45,177 147,381 0 53,282 0 0 0 0 0 0Warrant & Lease Payments 0 0 0 0 527,354 1,656,828 Per Schedule 1,680,633 1,699,677 480,861 485,622 490,383Reserve for Capital Equipment/Improvements 0 0 0 1,045,707 990,324 1,333,000 Variable 900,000 900,000 900,000 900,000 900,000Reserve for System Upgrades 0 0 0 9,504,193 23,646,780 31,679,180 18,000,000 6,000,000 3,000,000 5,600,000 3,000,000Reserve requirements per ordinance 0 0 0 0 500,000 875,000 875,000 875,000 875,000 875,000 875,000Total Other Uses 1,393,214$ 1,681,758$ 2,228,166$ 12,024,077$ 27,183,310$ 37,597,985$ 0.0%23,550,690 11,611,635 7,435,558 10,083,912 7,533,140 Net Other Sources/Uses (1,393,214)(1,681,758)(2,228,166)(12,024,077)(12,183,310)(13,097,985)N/A (23,550,690)(11,611,635)(7,435,558)(10,083,912)(7,533,140) Excess/(Deficit) for Year 5,017,884$ 4,638,507$ 5,022,230$ (3,503,719)$ (5,661,613)$ (3,669,910)$ N/A (16,426,267)(4,432,206)(278,992)(2,948,275)(425,246) Add back Depreciation Exp 1,481,001$ 1,611,230$ 1,821,360$ 1,767,610$ 1,535,000$ 1,900,000$ 1,984,500$ 2,024,395$ 2,065,295$ 2,107,228$ 2,150,223$ Net Excess/(Deficit)6,498,885$ 6,249,737$ 6,843,590$ (1,736,109)$ (4,126,613)$ (1,769,910)$ (14,441,767)(2,407,811)1,786,303 (841,047)1,724,978 Cash Balances As of 9/30/20 As of 9/30/2021 As of 9/30/2022 As of 8/31/2023Cash - Operating 5,363,615$ 6,251,995$ 3,751,266$ 505,952$ Cash - Pooled Depository 334,665$ 183,028$ 48,130$ 64,718$ Cash - Water Reserve 733,755$ 840,182$ 1,024,533$ 1,274,632$ Restricted*Cash - SDC Water Reserve -$ -$ 330,600$ 663,705$ Restricted*Cash - SDC Wastewater Reserve -$ -$ 332,000$ 466,250$ Restricted*Cash - Superfund-Wtr Tap Res 2,471,808$ 2,930,981$ 3,211,756$ 2,057,156$ Restricted* Cash - Savings-Sewer Tap Fee 1,048,404$ 1,286,934$ 1,400,200$ 221,450$ Restricted*Cash - WS Customer Deposit Res 433,027$ 451,917$ 388,747$ 388,747$ Restricted* Total Cash 10,385,275$ 11,945,038$ 10,487,232$ 5,642,610$ Targeted Reserved Fund Balance $ 2,742,783 $ 2,742,783 $ 2,946,747 $ 3,309,823 $ 3,559,440 $ 3,611,634 $ 3,664,683 $ 3,718,600 $ 3,773,402 $ 3,829,105 Notes: 10/02/2023 City of Fairhope Water & Wastewater Department Recommended Targeted Reserve Fund 20% of annual revenue Page 96 of 128 WATER DEPARTMENT 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 40840 Fema-Grant Revenues 16,317 (1,549) 1,266 - - - 40900 Transfers In Captl Purchases - - - - - - 41705 Sale of Fixed Assets 32,064 46 2,119 638 - - 42520 Revenue Late Charges 38,435 53,640 36,156 35,833 40,000 40,000 43010 Water Sales 7,290,522 7,185,445 7,469,514 8,084,233 7,400,000 8,300,000 43030 Tel Companies Antenna Rent 182,552 171,870 208,438 259,787 200,000 250,000 45635 Grant income-ALDOT 4,328 1,252 - - - - 49010 Interest Earned 200,166 84,363 102,659 278,324 90,000 100,000 49035 Rebate Income 4,877 3,891 4,494 4,220 4,000 4,200 49040 Miscellaneous Revenue 27,924 14,608 76,499 57,395 50,000 50,000 49045 Loan Proceeds - - - - 7,500,000 15,000,000 49060 Connection Fees 831,639 1,034,752 773,460 917,374 500,000 500,000 49065 Aid to Construction - - - - - 100,000 49080 Community Dev Revenue 48 84 832 - - - 49998 Budget Rollover - - - - 5,652,896 1,611,058 49999 Inventory revenue - - - - - - TOTAL REVENUES 8,628,873 8,548,404 8,675,437 9,637,803 21,436,896 25,955,258 EXPENSES 50020 Purchased Power-Elect 121,069 124,502 89,250 111,566 120,000 120,000 50025 Collection Costs/Revenue Dept 101,000 98,000 431,066 363,685 484,913 500,652 50026 Administrative Costs 553,000 566,000 544,050 444,125 592,167 632,027 50040 Salaries-Oper&Maint 785,305 889,381 888,152 911,416 1,184,099 1,184,099 50045 Overtime 99,288 120,251 173,425 168,788 120,000 170,000 50190 Employee Payroll Taxes 67,471 73,467 81,739 79,476 102,860 115,460 50200 Employee Retirement Exp 69,520 116,892 54,269 87,521 106,139 115,321 50210 Employee Medical Insurance 217,486 205,217 196,777 164,493 252,413 200,000 50215 Required Contrib-OPEB 46,367 117,260 28,439 14,837 28,037 13,418 50220 Casualty/Workers Comp Ins 124,045 0 - - - - 50221 Workers Comp Insurance - 23,646 27,818 31,109 30,043 28,294 50222 Casualty/Property Insurance - 96,720 116,854 133,722 122,568 110,000 50230 Training/School/Travel 14,482 11,727 14,301 11,262 25,530 21,765 50250 Trustee Fees 6,201 - 3,928 1,375 6,000 1,500 50270 Audit & Accounting 11,223 10,093 9,830 17,883 10,000 20,000 50280 Legal Fees - - - - 3,000 3,000 50290 Professional Services 33,015 30,290 25,134 46,844 197,700 357,240 50300 Computer Expense 61,125 26,481 9,166 13,975 21,301 20,275 50320 Office Supplies 1,825 766 4,619 2,739 8,000 5,000 50325 Printers/Copiers/OE and supp 3,282 3,684 3,153 2,208 9,200 11,440 50330 Postage 25,260 25,579 35,063 31,036 30,000 35,000 50340 Operating Supplies 46,171 64,371 58,065 18,614 15,000 15,000 50360 Maintenance-Buildings 8,951 58,314 48,152 22,201 50,000 52,724 50364 Maintenance-Fountains - 69 3,427 2,215 12,000 12,000 50365 Maintenance-Plant 312,469 360,797 206,229 108,030 175,000 175,000 50366 Maintenance-Distribution Sys - 38,278 176,989 286,065 300,000 360,000 50380 Communications 23,674 23,507 19,573 17,002 17,610 17,416 50390 Dues-Memberships-Subscrip 4,381 4,576 6,730 10,870 10,000 10,000 50395 Employment Screening - 1,286 1,086 1,027 1,500 1,500 50420 Bad Debts 40,094 32,184 23,934 27,219 70,000 50,000 50430 Gasoline & Oil 29,205 37,885 65,948 57,641 60,000 70,000 50435 Small Equipment - - 39,344 40,772 40,000 70,000 50440 Maintenance-Vehicles&Equip 43,063 94,615 79,703 32,505 51,300 51,300 50460 Uniforms 6,277 2,659 6,233 3,873 15,000 15,000 50462 Safety Wear and PPE 4,578 8,606 4,220 7,236 13,800 16,300 50470 Purchases Vehicles & Equipment - - - 194,053 260,540 171,000 50473 Warehouse Improvement Purchase - - 145,019 557 70,000 - 50490 Community Dev Projects - - (199) - - - 50495 Amortization Expense 7,041 7,041 7,041 - - - 50500 Depreciation 876,979 933,967 926,554 795,424 700,000 900,000 Page 97 of 128 WATER DEPARTMENT 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50501 Depreciation Adjustment - - - - - - 50510 Interest Expense 133,232 58,010 42,161 36,928 37,284 29,903 50520 Rental-other 7,892 2,277 17,630 3,372 30,000 30,000 50530 Bond Issue Expense 34,160 - - - - - 50560 Credit Card Processing Fees 39,471 40,648 58,047 74,315 40,000 65,000 50580 Bank Fees 8,376 8,676 8,770 4,480 10,000 6,000 50900 Transfers Out Captl Purchases 74,889 - - - - - 50904 Transfers Out Captl Purchases W/S - 26,466 95,798 - 37,269 - 50920 Transfers to General Fund - -551,190 217,743 290,324 290,324 50925 Transfers for Comm Dev 267,000 608,581 - - - - 51025 Colony Rent 270 287 281 280 300 300 51030 Publications Newspapers - - - - 5,000 5,000 52510 Utilities for City Use 151,914 147,530 181,757 180,513 150,000 181,000 53010 Chemicals & Testing 146,356 170,806 47,990 47,160 75,000 75,000 53011 Chemicals - Water Treament - - 279,155 334,662 300,000 350,000 59100 SCADA Capital Purch Budget - - - 10,702 15,000 40,000 59500 System Improve-Distribution Sys - - (0) 2,700,867 9,800,000 7,281,000 59501 System Impr-Water Plan/Wells - - (9) 3,835,369 4,851,000 11,300,000 59998 Reserve Requirements per Ordin - - - - 500,000 500,000 TOTAL EXPENSES 4,607,404 5,271,392 5,837,850 11,709,755 21,456,896 25,955,258 EXCESS REVENUE OVER EXPENSES 4,021,468 3,277,012 2,837,588 (2,071,952) (20,000) - Page 98 of 128 Actual Actual Actual Actual Budget Budget Estimated Projected Projected Projected Projected ProjectedCategoryFY 2020 FY 2021 FY 2022 YTD 8/31/2023 FY 2023 FY 2024 Growth Rate FY 2025 FY 2026 FY 2027 FY 2028 FY 2029 Sales and Services 7,290,522 7,180,389 7,476,513 8,084,233 7,400,000 8,300,000 2.0%8,466,000 8,635,320 8,808,026 8,984,187 9,163,871Other charges, sales and receipts 1,117,539 1,278,893 1,180,921 1,275,247 794,000 844,200 1.0%852,642 861,168 869,780 878,478 887,263 Interest income 199,554 84,363 102,659 278,324 90,000 100,000 95,000 95,000 95,000 95,000 95,000Grants23,526 4,926 2,728 0 0 0Budget Rollover 0 0 0 0 5,652,896 1,611,058 Total Revenue 8,631,142$ 8,548,570$ 8,762,822$ 9,637,803$ 13,936,896$ 9,244,200$ N/A 9,413,642 9,591,488 9,772,807 9,957,665 10,146,133 Operations ExpensesCompensation & Benefits 1,233,858 1,403,256 1,483,884 1,457,640 1,823,591 1,826,592 4.0%1,899,656 1,975,642 2,054,668 2,136,854 2,222,328Energy Purchases 121,069 124,502 89,250 111,566 120,000 120,000 2.0%122,400 124,848 127,345 129,892 132,490Supplies, Repairs & Maintenace 558,834 788,790 957,213 894,962 1,026,300 1,166,024 2.0%1,189,344 1,213,131 1,237,394 1,262,142 1,287,385Services Provided by Others 44,237 40,382 34,964 64,727 210,700 380,240 1.0%384,042 387,883 391,762 395,679 399,636Utilties & Communication 175,587 171,037 201,330 197,515 167,610 198,416 1.0%200,400 202,404 204,428 206,472 208,537Travel/Training 14,482 11,727 14,301 11,262 25,530 21,765 1.0%21,983 22,202 22,425 22,649 22,875Other Operating Expenditures 321,832 259,365 337,110 345,410 374,669 397,315 1.0%401,288 405,301 409,354 413,448 417,582Interest expense 133,232 81,894 42,161 36,928 37,284 29,903 Per Sch 22,428 14,856 9,971 7,807 7,807 Depreciation Expenses 666,450 723,838 819,612 795,424 700,000 900,000 1.0%909,000 918,090 927,271 936,544 945,909Bad Debt/Amortization 40,094 (68,029)17,569 27,219 70,000 50,000 1.0%50,500 51,005 51,515 52,030 52,551 Total Oper. Expenses 3,309,676$ 3,536,763$ 3,997,393$ 3,942,653$ 4,555,683$ 5,090,255$ N/A 5,201,041 5,264,358 5,384,617 5,511,486 5,644,549 Revenue Minus Op Exp 5,321,466$ 5,011,807$ 4,765,428$ 5,695,150$ 9,381,213$ 4,153,945$ N/A 4,212,601 4,327,131 4,388,189 4,446,179 4,501,584 Other Sources/Uses Borrowed Funds 0 0 0 0 7,500,000 15,000,000 Variable 0 0 0 0 0Other Sources Total Other Sources -$ -$ -$ -$ 7,500,000$ 15,000,000$ N/A 0 0 0 0 0 Other Uses Administrative Cost Paid To Gen Fund 553,000 566,000 544,050 444,125 592,167 632,027 2.0%644,668 657,561 670,712 684,126 697,809Collection cost/Revenue Dept 101,000 98,000 431,066 363,685 484,913 500,652 2.0%510,665 520,878 531,296 541,922 552,760Transfer to General Fund 267,000 608,581 551,190 217,743 290,324 290,324 2.0%296,130 302,053 308,094 314,256 320,541 Transfers In/Out Capital Purchases 74,889 26,466 95,798 0 37,269 0 0 0 0 0 0Warrant & Lease Payments 0 0 0 0 0 579,890 Per Schedule 588,222 594,887 168,301 169,968 171,634Reserve for Capital Equipment/Improvements 0 0 0 205,312 345,540 361,000 Variable 400,000 400,000 400,000 400,000 400,000 Reserve for System Upgrades 0 0 0 6,536,237 14,651,000 18,581,000 Variable 10,000,000 5,000,000 3,300,000 4,000,000 2,000,000Reserve requirements per ordinance 0 500,000 500,000 500,000 500,000 500,000 500,000 500,000Total Other Uses 995,889$ 1,299,047$ 1,622,104$ 7,767,102$ 16,901,213$ 21,444,893$ 0.0%12,939,685 7,975,379 5,878,404 6,610,272 4,642,744 Net Other Sources/Uses (995,889)(1,299,047)(1,622,104)(7,767,102)(9,401,213)(6,444,893)N/A (12,939,685)(7,975,379)(5,878,404)(6,610,272)(4,642,744) Excess/(Deficit) for Year 4,325,577$ 3,712,760$ 3,143,325$ (2,071,952)$ (20,000)$ (2,290,948)$ N/A (8,727,084)(3,648,248)(1,490,214)(2,164,093)(141,160) Add back Depreciation Exp 666,450$ 723,838$ 819,612$ 795,424$ 700,000$ 900,000$ 959,500$ 969,095$ 978,786$ 988,574$ 998,460$ Net Excess/(Deficit) $ 4,992,028 4,436,597$ 3,962,937$ (1,276,527)$ 680,000$ (1,390,948)$ (7,767,584)(2,679,153)(511,428)(1,175,520)857,300 Cash Balances As of 9/30/20 As of 9/30/21 As of 9/30/22 As of 8/31/2023Cash - Operating 5,363,615$ 6,251,995$ 3,751,266$ 505,952$ Cash - Pooled Depository 334,665$ 183,028$ 48,130$ 64,718$ Cash - Water Reserves Centennial 733,755$ 840,182$ 1,024,533$ 1,274,632$ Restricted*Cash - Superfnd-Water Tap Reserve 2,471,808$ 2,930,981$ 3,211,756$ 2,057,156$ Restricted* Cash - SDC Water Reserve -$ -$ 330,600$ 663,705$ Restricted*Cash - Customer Deposit Reserve 433,027$ 451,917$ 388,747$ 388,747$ Restricted* Total Cash 9,336,871$ 10,658,104$ 8,755,032$ 4,954,910$ Targeted Reserved Fund Balance $ 1,681,612 $ 1,691,856 $ 1,691,856 $ 1,871,896 $ 1,871,896 1,638,800 1,863,728 1,899,298 1,935,561 1,972,533 Notes: 10/02/2023 City of Fairhope Water Department Recommended Targeted Reserve Fund 20% of annual revenue Page 99 of 128 WASTEWATER DEPARTMENT 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUE 49060 Connection Fees 466,422 681,787 277,223 333,850 375,000 350,000 45635 Grant income-ALDOT 327 - - - - - 41705 Sale of Fixed Assets 130 9,715 39,824 - - - 49030 Insurance Claim - 57,319 244 - - - 40835 Federal Grants 2,983 2,213 601 - 1,000,000 1,500,000 49035 Rebate Income 1,833 2,095 2,420 2,272 1,800 2,000 40840 Fema-Grant Revenues 221,257 (39,473) 15,581 - 675,000 900,000 49040 Miscellaneous Revenue - - 3,900 800 - 1,000 43020 Revenue Wastewater Charges 4,837,467 5,523,536 6,665,896 6,852,714 6,300,000 7,300,000 49010 Interest Earned 9,906 32,301 42,461 112,250 20,000 50,000 49045 Loan Proceeds - - - - 7,500,000 9,500,000 49065 Aid to Construction - - - - - 50,000 49893 Transfer In-American Rescue Fd - - 113,684 - - 1,000,000 49998 Budget Rollover - - - - 356,363 252,024 TOTAL REVENUES 5,540,325 6,269,492 7,161,835 7,301,886 16,228,163 20,905,024 EXPENSES 50020 Purchased Power-Elect 470,160 467,936 435,156 436,786 465,000 450,000 50025 Collection Costs/Revenue Dept 59,000 59,000 261,529 209,480 279,307 290,652 50026 Administrative Costs 298,000 305,000 292,950 239,144 318,859 340,322 50040 Salaries-Oper&Maint 808,621 897,740 920,094 873,902 1,148,382 1,148,383 50045 Overtime 125,165 105,686 81,774 82,472 110,000 158,000 50190 Employee Payroll Taxes 70,052 72,119 75,006 70,515 94,531 97,500 50200 Employee Retirement Exp 71,664 99,096 50,539 76,666 100,057 96,457 50210 Employee Medical Insurance 209,528 207,152 204,692 181,762 270,761 198,000 50215 Required Contrib-OPEB 36,950 91,205 13,172 30,030 11,642 52,498 59999 Gain/Loss on Fixed Assets - 24,618 - - - - 53020 Hwy 9/Baldwin County Swr - 13 - - - - 50220 Casualty/Workers Comp Ins 124,991 0 - - - - 50221 Workers Comp Insurance - 22,656 24,966 27,768 26,964 25,668 50222 Casualty/Property Insurance - 141,662 131,005 112,358 136,966 135,000 50230 Training/School/Travel 6,565 9,813 13,775 17,822 22,670 23,335 50250 Trustee Fees - - - 2,553 1,000 2,560 50270 Audit & Accounting 6,192 5,664 9,830 9,629 10,000 10,000 50280 Legal Fees 54,583 154,858 58,507 - 60,000 50,000 50290 Professional Services 53,797 22,810 81,622 51,181 145,950 241,800 50300 Computer Expense 32,699 18,119 7,201 6,472 8,659 28,185 50320 Office Supplies 1,192 914 866 1,135 2,000 2,000 50325 Printers/Copiers/OE and supp 2,376 3,348 2,758 1,958 4,726 8,254 50330 Postage 15,099 14,002 19,042 17,413 13,750 20,000 50340 Operating Supplies 23,696 85,616 27,308 22,449 20,000 20,000 50360 Maintenance-Buildings 39,200 29,267 41,789 30,946 56,800 75,108 50365 Maintenance-Plant/Lift Station 148,171 306,903 151,751 183,024 250,000 270,000 50366 Maintenance-Collection - - 86,564 97,526 200,000 100,000 50367 Maintenance-WWTP - 800 71,268 193,336 200,000 200,000 50380 Communications 41,993 36,739 25,377 22,303 19,110 79,376 50390 Dues-Memberships-Subscrip 3,079 2,828 4,549 6,180 6,800 6,800 50395 Employment Screening - 393 904 904 1,000 1,000 50405 Sludge Removal 550,800 573,750 504,900 465,750 600,000 600,000 50420 Bad Debts 16,272 17,079 14,668 14,656 10,000 15,000 50430 Gasoline & Oil 20,009 46,846 64,095 44,653 75,000 70,000 50435 Small Equipment - - 27,254 37,001 40,000 45,000 50440 Maintenance-Vehicles&Equip 41,481 41,169 38,669 36,190 50,800 50,800 50460 Uniforms 2,813 3,144 5,651 5,381 10,000 15,000 50462 Safety Wear and PPE 10,804 5,041 5,219 5,404 13,400 16,900 50470 Purchases Vehicles & Equipment - (0) - 731,425 431,584 787,000 50473 Warehouse Improvement Purchase - - 7,315 1,278 115,000 - 50475 Capital Improvements - - - - 18,200 125,000 50500 Depreciation 814,551 887,392 1,001,748 972,185 835,000 1,000,000 Page 100 of 128 WASTEWATER DEPARTMENT 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget 50510 Interest Expense 247,430 122,010 78,299 68,581 69,241 55,536 50520 Rental-other 6,211 22,339 28,059 29,704 75,000 75,000 50560 Credit Card Processing Fees 21,253 23,910 44,014 43,715 35,000 40,000 50580 Bank Fees 4,510 3,919 3,947 2,071 4,500 4,000 51025 Colony Rent 200 209 209 209 210 210 51030 Publications Newspapers 500 582 - - 3,500 3,500 50490 Community Dev Projects - - (107) - - - 50900 Transfers Out Captl Purchases 40,325 - - - - - 50904 Transfers Out Captl Purchases W/S - 18,711 51,583 - 16,013 - 52510 Utilities for City Use 81,364 92,272 88,863 81,478 85,000 90,000 53010 Chemicals & Testing 286,722 324,044 181,052 58,071 145,000 145,000 53011 Chemicals - Wastewater Treatment - - 8,928 18,700 15,000 28,000 53012 Chemicals - Odor Control - - 41,780 35,837 125,000 75,000 59100 SCADA Capital Purch Budget - - - 107,692 80,000 60,000 59500 System Improve-Collection Syst - - 0 2,550,628 6,508,680 8,538,680 59501 System Impr-Lift Stations - - 4,273 343,875 1,997,600 2,000,000 59502 System Improvement-WWTP - - - 73,454 489,500 2,559,500 59998 Reserve Requirements per Ordin - - - - 375,000 375,000 59999 Gain/Loss on Fixed Assets - 24,618 - - - - 56015 Hurricane Sally 231,816 22,204 - 5,761 - - 56025 Hurricane Zeta - 9,332 - -- - TOTAL EXPENSES 5,079,834 5,424,531 5,294,411 8,739,414 16,208,163 20,905,024 Excess Rev Over Expense 460,490 844,961 1,867,424 (1,437,528) 20,000 - Page 101 of 128 Actual Actual Actual Actual Budget Budget Estimated Projected Projected Projected Projected ProjectedCategoryFY 2020 FY 2021 FY 2022 YTD 8/31/2023 FY 2023 FY 2024 Growth Rate FY 2025 FY 2026 FY 2027 FY 2028 FY 2029Sales and Services 4,837,467 5,523,536 6,665,896 6,852,714 6,300,000 7,300,000 1.0%7,373,000 7,446,730 7,521,197 7,596,409 7,672,373Other charges, sales and receipts 468,385 750,915 437,296 336,922 376,800 1,353,000 1.0%1,366,530 1,380,195 1,393,997 1,407,937 1,422,017Interest income 9,906 32,301 42,461 112,250 20,000 50,000 95,000 95,000 95,000 95,000 95,000Grants224,567 (37,261)16,183 0 1,675,000 2,400,000Budget Rollover 0 0 0 0 356,363 252,024 Total Revenue 5,540,325$ 6,269,492$ 7,161,835$ 7,301,886$ 8,371,800$ 11,103,000$ N/A 8,834,530 8,921,925 9,010,195 9,099,346 9,189,390 Operations ExpensesCompensation & Benefits 1,321,979 1,495,654 1,370,243 1,343,115 1,762,338 1,776,506 3.0%1,829,801 1,884,695 1,941,236 1,999,473 2,059,457Energy Purchases 470,160 467,936 435,156 436,786 465,000 450,000 2.0%459,000 472,770 486,953 486,953 486,953Supplies, Repairs & Maintenace 540,462 788,713 677,228 714,215 1,104,600 1,010,908 2.0%1,031,126 1,062,060 1,093,922 1,126,739 1,160,542Services Provided by Others 665,372 757,082 654,859 526,560 815,950 901,800 1.0%910,818 938,143 966,287 995,275 1,025,134Utilties & Communication 123,358 129,011 114,240 103,781 104,110 169,376 1.0%171,070 176,202 181,488 186,933 192,541Travel/Training 6,565 9,813 13,775 17,822 22,670 23,335 1.0%23,568 24,275 25,004 25,754 26,526Other Operating Expenditures 244,545 286,344 316,652 278,976 389,511 426,409 1.0%430,673 443,593 456,901 470,608 484,726Interest expense 247,430 122,010 78,299 68,581 69,241 55,536 Per Sch 41,652 27,589 18,518 14,498 10,438Depreciation Expenses 814,551 887,392 1,001,748 972,185 835,000 1,000,000 1.0%1,010,000 1,040,300 1,071,509 1,103,654 1,136,764Bad Debt/Amortization 16,272 17,079 14,668 14,656 10,000 15,000 0.0%15,000 15,000 15,000 15,000 15,000 Total Oper. Expenses 4,450,693$ 4,961,034$ 4,676,868$ 4,476,678$ 5,578,420$ 5,828,870$ N/A 5,922,708 6,069,628 6,241,818 6,409,888 6,583,081 Revenue Minus Op Exp 1,089,631$ 1,308,458$ 2,484,968$ 2,825,208$ 2,793,380$ 5,274,130$ N/A 2,911,822 2,852,298 2,768,377 2,689,459 2,606,309 Other Sources/UsesBorrowed Funds 0 0 0 0 7,500,000 9,500,000 Variable 0 0 0 0 0Other Sources Total Other Sources -$ -$ -$ -$ 7,500,000$ 9,500,000$ N/A 0 0 0 0 0 Other Uses Administrative Cost Paid To Gen Fund 298,000 305,000 292,950 239,144 318,859 340,322 2.0%347,128 354,071 361,152 368,375 375,743Collection cost/Revenue Dept 59,000 59,000 261,529 209,480 279,307 290,652 2.0%296,465 302,394 308,442 314,611 320,903Transfer to General Fund 0 0 0 0 0 0 0 0 0 0 0Transfers In/Out Capital Purchases 40,325 18,711 51,583 0 16,013 0 0 0 0 0 0Warrant & Lease Payments 0 0 0 0 527,354 1,076,938 Per Schedule 1,092,411 1,104,790 312,560 315,654 318,749Reserve for Capital Equipment/Improvements 0 0 0 840,394 644,784 972,000 Variable 500,000 500,000 500,000 500,000 500,000Reserve for System Upgrades 0 0 0 2,967,956 8,995,780 13,098,180 8,000,000 1,000,000 3,000,000 1,600,000 1,000,000Reserve requirements per ordinance 0 375,000 375,000 375,000 375,000 375,000 375,000 Total Other Uses 397,325$ 382,711$ 606,062$ 4,256,975$ 10,782,097$ 16,153,092$ 0.0%10,611,005 3,636,255 4,857,154 3,473,641 2,890,395 Net Other Sources/Uses (397,325)(382,711)(606,062)(4,256,975)(3,282,097)(6,653,092)N/A (10,611,005)(3,636,255)(4,857,154)(3,473,641)(2,890,395) Excess/(Deficit) for Year 692,306$ 925,748$ 1,878,905$ (1,431,767)$ (488,717)$ (1,378,962)$ N/A (7,699,183)(783,958)(2,088,778)(784,182)(284,086) Add back Depreciation Exp 830,823$ 904,472$ 1,016,416$ 986,842$ 845,000$ 1,015,000$ 1,025,000$ 1,055,300$ 1,086,509$ 1,118,654$ 1,151,764$ Net Excess/(Deficit) $ 1,523,129 1,830,219$ 2,895,321$ (444,926)$ 356,283$ (363,962)$ (6,674,183)271,342 (1,002,269)334,473 867,678 Cash Balances As of 9/30/20 As of 9/30/21 As of 9/30/22 As of 8/31/2023 Cash - Operating 5,363,615$ 6,251,995$ 3,751,266$ 505,952$ Cash - Pooled Depository 334,665$ 183,028$ 48,130$ 64,718$ Cash - SDC Wastewater Reserve 433,027$ 451,917$ 388,747$ 466,250$ Restricted*Cash - Wastewater Tap Reserve 1,048,404$ 1,286,934$ 1,400,200$ 221,450$ Restricted*Cash - Customer Deposit Reserve 433,027$ 451,917$ 388,747$ 388,747$ Restricted* Total Cash 7,612,739$ 8,625,791$ 5,977,090$ 1,647,117$ Targeted Reserved Fund Balance $ 1,061,170 $ 1,254,890 $ 1,254,890 $ 1,437,927 $ 1,437,927 1,335,360 1,747,906 1,765,385 1,783,039 1,800,869 Notes: 10/02/2023 City of Fairhope Wastewater Department Recommended Targeted Reserve Fund 20% of annual revenue Page 102 of 128 Fiscal Year Project/Personnel Description Estimated Cost Estimated engineering & contingency (20%) 2024 Water Main upgrade (County Rd 32 Fairhope Avenue $5,000,000 Water Treatment Plant upgrades (Plant #1 and #3)$8,000,000 Water Treatment Plant expansion (Plant #3)$2,000,000 Water Distribution Main (Replace and upsize)$1,350,000 Water plant and well upgrades $800,000 Additional upgrades and improvements (Watertank repairs, meters, valves and taps)$1,450,000 Total: $18,600,000 2025 Add well(s) and treatmant plant at St. Michaels $4,000,000 Add 2MG tank North of Hwy104 on SR181 $3,000,000 Sandblast and paint 3MG tank (Walmart tank)$2,000,000 Water Distribution upgrades $1,000,000 Total: $10,000,000 2026 Seek additional locations and develop wells $4,000,000 Water Distribution upgrades $1,000,000 Total: $5,000,000 2027 Add 1.5MG water tank south of town, Barnwell area $2,000,000 Removing 300KG tank (TP#3 & South Section)Unknown Water Distribution upgrades $1,000,000 Total: $3,000,000 2028 Water main upgrades as determined by flow model $3,000,000 Water Distribution upgrades $1,000,000 Total: $4,000,0000 Fairhope Utilities Water Department 5-Year Plan Page 103 of 128 Fiscal Year Project/Personnel Description Estimated Cost Estimated engineering & contingency (20%) 2024 Force main upgrades to connect of RESTORE Sewer project $4,375,000 Force main upgrades from Bishop on Fairhope Avenue to new 181/104 lift station $3,688,680 Generators & bypass pumps $1,000,000 Headworks system $2,000,000 Generators (Hazard Mitigation Grant 90/10 match)$1,000,000 Other facility upgrades and improvements $1,144,500 Total: $13,208,180 2025 Rhor lift station relocation $1,000,000 Carya Point lift station $1,000,000 Grand Hotel lift station $2,000,000 Headworks Phase II $2,000,000 Lakewood lift station (install inground station & reroute force main $2,000,000 Total: $8,000,000 2026 East of the Sun (EOTS) lift station renovation $1,000,000 Total: $1,000,000 2027 Fairfield lift station $1,000,000 Redo area piping for Fairfield lift station $2,000,000 Total: $3,000,000 2028 Carmel Square & Magnolia Beach lift station $800,000 Fair Harbor & Yacht Club lift stations $800,000 Total: $1,600,0000 Fairhope Utilities Waste Water Department 5-Year Plan Page 104 of 128 SHORT TIERM WATER SYSTEM ~MPROVEMENTS SCHEDULE (DRAFT) FAIRHOPE, ALABAMA Page 1 of 1 TASK 2023 2024 s I 0 I N I D J I F I M I WATER SYSTEM PLANNING AND MODELING Short Term Hydraulic Modeling for WTP No. 1 Pump Sizing ( and Distribution System Improvements Hydraulic Model for Existing Water System () 0 Develop Future Water Demand Projections O==O Identify Needed Water System Improvements 0 ' 0 Summarize in Technical Memorandum ' ! 0 0 WATER TREATMENT PLANT NO.1 IMPROVEMENTS Develop Well ; Bid Documen~Bid Period/Contract Executio, _ l -----Well Construction and Permitting ' Develop Well No. 8B (600 gpm/0.9 MGD) I L =-T -D.o.cign-P-rocurement------=•Bid Period/Contract Execution 1_ Construction of Req'd WTP Improvements Expand WTP No. 1 from 3 MGD to 3.9 MGD ( -·-----Qesign-P.rocuremer1t------:=-Bid--PeriodJGontract--Execution-j Gor1structio-FWTM Improvements from WTP No. 1 Site ( •c,.·, _I r -' Easement/Property Acquisitions I =) WATER TREATMENT PLANT NO. 3 IMPROVEMENTS Expand WTP No. 3 from 1.6 MGD to 3.4 MGD Capacity i (Project Under Construction) Develop Well · ' I . Bid Documen~--Bid Period/Contract Execution -' Well-Gonstruction-and--Per-mittln;; Develop Additional Wells Adjacent to WTP No. 3 I ---~·-T oesign/P-rocurement---Bid-~riod/Gontract-€~eslltioo-{ Gonstrustio-Raw Water Piping from Additional Well(s) to WTP No. 3 [ -.. J nFP-IP-rocuremeA' nstallatio-6 MGD Finished Water Pump I [ .. ~ ~ "!,,. ----Easement/Property Acquisitions [ 1 WATER DISTRIBUTION SYSTEM IMPROVEMENTS ! 24" WTM Improvements from WTP No. 3 (to the North) :) (Under Construction) i 12" WTM Improvements from WTP No. 3 (to the South) ! -) ' KREBS ENGINEERING --w-8/31/23 A M --I -Page 105 of 128 ( \ Professional Hydrogeologic Consulting 600 Bel Air Boulevard, Suite 130 Mobile, Alabama 36606 30 August 2023 (sent via e-mail) Re: Fairhope Wells' Meeting Follow-up Caleb, O'Donnell & Associates, Inc. Telephone 25 l-285-5945 As a follow-up to our meeting with Mayor Sullivan,Kevin Boone, Curtis Cooper, Tim Manuel and Mark Smith, I wanted to go over what was discussed in the way of the well work on going and planned. In line with that, there are two well efforts going on. First is the drilling of the deep production well at Wellfield #1, ongoing completion efforts at Wellfield #3, especially Well #12, and the potential new production well just north of Wellfield #3. Second, is more or less an exploration effort to identify sites for evaluation and, if favorable, for further testing work at a later time. I trust this reflects accurately what discussed. Wellfield #1-Deep Well A deep well is planned in the northeast comer of the treatment plant wellsite. The well will target the same aquifer as Well #9. Due to the history of acceptable water quality from Well #8 over the past 20+ years, OAI recommends no test well at the site and go with the production well only. Using thee-log obtained at the original southeast comer of the site, a distance of about 103 feet from the proposed well location, the sand should be present from 231 to 298 feet, see attached Exhibit 1. Pilot bore drilling depth is 305 feet or bottom of sand with the bore geologically logged with samples obtained for sieve analysis and e-logged. • • Suggested casing program for the prod~ction well, adjusted as needed base on e-log of new well' s pilot bore): • Surface casing: +2 to 220 feet (sized to accommodate pump capable of estimated 1,200 gpm for a permitted production rate of 804 gpm) Screen: 235 to 290 feet (slot sized based on samples from pilot bore; diameter best fit for casing) Lap pipe: 20 to 30 feet into casing sized to match screen diameter Wellfield #3 Well #11 and #12 (Deep Well) If not completed already, coordinate all permitting efforts such that the wells' final inspection is set for May 2024 not the completion of construction. The wells can not be placed on line until after the final inspection is completed. It can talce weeks to get the permit back after final inspection and this is getting longer each year or so it seems. On the same note, if Well #12 is to be used at all via blending, it needs to be working toward its permitting as well. • If Well #12 is to be used (permitted), it will need to have a 24/6 capacity test completed on it. Once that is done, I can finish the sourcewater report and submitted it to ADEM. This would be followed by the Public Awareness meeting once ADEM approves the work. Groundwater Resources Research • Exploration • Development • Management Page 106 of 128 ( l . day. Dallas' contact information is: Jason Vesely at 251-463-6867; Johnson's contact is 251- 7471445. In July 2022, RFQ estimates to mobilize to Mobile, drill and log a 300-foot boring ran were as follows: July 2022 Estimates Dallas Johnson Thompson Item Approximate Unit Extended Extended Extended Quantity Price Price Price Mobilization 1 LS $8,600.00 . $16,000.00 $35,000.00 Drilling Minimum • 300 feet LS $8,100.00 . $12,600.00 $55,425.00 7.5" Pilot Bore Geophysical 1 LS $4,000.00 $1,650.00 $5,000.00 Logging Pilot Bore Totals= $20,700.00 $30,250.00 $95,425.00 4. OAI respectfully requests review and, if needed, input on all specifications associated with the drilling work for both the production wells and the exploration bores prior to sending them out. Again, this is what I recall as the direction of the work discussed yesterday. If I'm mistaken or left off some aspect of the discussion, please do send a correction. As things go, I feel it is imperative to have the Well #11 and Well #12 permitted by May 2024 and the same for the deep well at Wellfield #1. The addition of these three wells may not entirely end the extended run times of the existing wells but it should provide some relief should one of those go·down. As plans progress, please keep OAI in touch so that the exploration effort can be laid out to maximize available site potential should testing· be favorable and the production well drilling can be completed in an efficient manner. Respectfully, Cc: Mayor Sullivan, Daryl Morefield, Curtis Cooper, Time Manuel and Mark Smith Page 107 of 128 ( 115' 175' Fairhope Well #10 7/25/2007 Data Obtained from completion report JI." * Drawing not to Scale Top of 16" Lap Pipe at +2--3' With surface com ing 24" Casing Cemented to the Surface Bottom of 24" Outer Casing @ 115' Top of Screens at 125' 50' of 16" SS Well Screen, 0.025 Slot Gravel packed Page 108 of 128 ( \ Exhibit 3 Potential Exploration Sites for Further Development of the Fairhope Middle Aquifer at W ellfield #3 Note: any of the starred sites should be good; get an option on the one that is less troublesome to obtain and/or most favorable for piping. Page 109 of 128 ( This includes 12" HOPE Directionally bored from new Twin beech Lift Station to old Station total Footage 2400ft. In support of the Restore Grant Project for lift station rehab/replacement $750,000.00 Replace force main from old South Section Lift Station to Fels where Church Street Project ends. In support of the Restore Grant for lift station rehab/replacement $800,000.00 5600 ft of 16" and 12" HOPE directionally bored. This is for White Grove, Thompson Hall, And New Klump Properties Lift Station. In support of the Restore Grant for lift station rehab/replacement. $625,000.00 Force Main Upgrade from North Section Street Lift Station to manhole at North Section and Bayou Dr.2800 ft 16" directionally bored. The force main upgrade is required for the Restore Grant upsizing North Section Lift Station. $1,500,000.00 Force main upgrade from New Twin Beech lift station to South Section Street and Twin Beech 3500 ft of 12" HOPE directionally bored. Upgrade necessary for the Restore Grant Project building new lift station on Twin Beech Rd. $700,000.00 Total: $4,375,000.00 Page 110 of 128 Sanitation Fund 9/30/2023 Object Description FY 2020 Annual FY 2021 Annual FY 2022 Annual FY2023 August YTD FY2023 Annual Budget FY2024 Annual Budget REVENUES 41220 Sanitation Collection 2,063,109 2,431,519 2,765,633 2,614,390 2,800,000 2,900,000 41640 Sale - Recycle Paper - - - - - - 41660 Sale - Trash Cans 1,690 780 195 195 1,000 100 41665 Sale - Rcycl Plastic & Misc 9,030 7,760 965 - 1,000 100 41705 Sale of Fixed Assets - - 15,755 121,205 10,000 20,000 44075 Lease Revenue - - - - 923,288 - 49010 Interest Earned - - 555 10,832 500 8,000 49810 Transfers from Gen Fund - - 683,113 553,590 738,120 995,775 TOTAL REVENUES 2,073,829 2,440,059 3,466,216 3,300,212 4,473,908 3,923,975 EXPENSES 50025 Collection Costs/Revenue Dept - - 93,637 85,983 114,644 104,969 50040 Salaries 969,677 946,172 983,945 927,722 1,172,228 1,172,227 50045 Overtime 82,706 74,310 101,674 92,851 70,000 99,996 50190 Employee Payroll Taxes 77,892 75,518 79,357 75,654 94,531 95,000 50200 Employee Retirement Exp 77,546 83,686 39,870 83,027 100,056 106,770 50210 Employee Medical Insurance 286,441 272,480 254,489 219,572 275,081 228,260 50215 Required Contrib-OPEB 36,768 39,679 210,170 23,131 39,679 19,240 50220 Casualty/Workers Comp Ins 75,761 - - - - - 50221 Workers Comp Insurance - 45,422 58,722 67,486 63,420 63,191 50222 Casualty/Property Insurance - 105,083 78,067 71,970 80,521 75,000 50230 Training/School/Travel 13 - 1,814 3,780 10,000 17,600 50290 Professional Services 726 38 - 187 3,000 20,000 50300 Computer Expense 2,129 2,608 958 2,495 3,695 4,574 50320 Office Supplies - - - - - 1,500 50325 Printers/Copiers/OE and supp 524 358 379 270 300 360 50330 Postage - - - - - 8,000 50340 Operating Supplies 21,300 14,669 18,736 15,943 18,500 19,013 50360 General Maintenance 1,417 738 14,826 11,429 13,000 50,500 50380 Communications 2,245 5,039 5,475 4,500 8,500 5,490 50390 Dues-Memberships-Subscrip - - - 490 600 1,000 50395 Employment Screening - 1,026 1,313 1,157 2,500 1,500 50420 Bad Debts 8,091 6,963 6,699 7,383 10,000 - 50430 Gasoline & Oil 91,729 122,602 220,535 193,742 190,000 220,000 50435 Small Equipment - - - - - 2,500 50440 Equip & Vehicle Repair 174,483 224,821 302,193 275,184 266,000 300,000 50460 Uniforms 280 4,461 7,625 8,812 6,000 6,020 50462 Safety Wear and PPE 2,720 3,020 - - 6,120 - 50470 Purchases Vehicles & Equipment 182,468 - - 987,442 942,288 212,500 50475 Capital Improvements - - - 147,176 178,250 30,000 50523 Equipment Rental Lease - - - - - 15,000 50580 Bank Fees - - - 406 - 500 50955 Transfers-Debt Svc Fund 194,643 333,170 333,170 138,527 333,189 497,080 51460 Landfill Charges 365,949 369,739 365,072 300,066 379,200 383,200 51465 Landfill Maintenance 25,204 17,491 24,615 3,134 38,070 13,475 51470 Purchases-Recy Bins/Gbge Cans 33,294 59,374 78,025 41,246 50,035 144,510 52510 Utilities for City Use 3,356 3,255 3,300 3,440 4,500 5,000 TOTAL EXPENSES 2,717,360 2,811,720 3,191,026 3,708,221 4,359,264 3,923,975 Excess Rev Over Expense (643,531) (371,661) 275,189 (408,009) 114,644 - Page 111 of 128 Version: FinalCITY OF FAIRHOPEVehicles / EquipmentFY2024 Budget Account Type Organization Object Year Line Quantity Amount DescriptionJustificationGeneral Admin 001100 50470 2024 10 1 $11,211.00 Upgrade Fuel Master equipment$11,211.00Planning 001120 50470 2024 10 1 $35,000.0031,466.00 Carry‐over budget item.  Can be removed if Explorer is received.  Yet to received confirmation if we will receive in this year's budget.  Has been ordered.$35,000.00Building 001130 50470 2024 10 1 $48,000.00 (2024 request) Ford F150 Super Cab 4WD short bed (Inspector)Building 001130 50470 2024 20 1 $48,000.00 (2024 request) Ford F150 Super Cab 4WD short bed (Building Official)Building 001130 50470 2024 40 1 $60,732.00 (2023 carryover‐ POs issued but have not been received) Two 2022 Ford Explorer (Asst Building Official, Fire Safety Inspector).  Vehicles requested are 4WD because of the pricing provided for available Explorers the 2022 4WD Explorers were less costly than the 2023 2WD modelsBuilding 001130 50470202450 1 $45,000.00 (2023 carryover‐ PO has been issued but has not been received) 2023 F150 2WD Crew Cab for $201,732.00Police 001150 50470 2024 10 1 $25,000.00 Added by Jeff ‐ Cradlepoint replacementChanged 08/16 by sdd per JeffPeplink in car routers and on prem VPN aggregatorOur Cradlepoint devices are now at end of life and no longer supported.  They have removed these devices so we can no longer manage them.  Since Cradlepoint did not notify me of this we will start using their competitor.Police 001150 50470 2024 20 1 $8,000.00 Scout Speed TrailerSmaller speed trailer to be used in neighborhoods and smaller areas where the bigger speed Police 001150 50470 2024 30 3 $238,254.00 Vehicle Replacements:3 New Patrol Tahoe's or that which is equivalent ‐$63,643.00, 3 Radars ‐ $1,613.00, 3 In‐Car Cameras ‐ $7,912.00, 3 Mobile Radios ‐ $4,750.00, 3 Cradle Points ‐ $1,500.00Replacements ‐ Waiting to hear back from Donohoo's to see if will even be available on bid this year.Police 001150 50470 2024 40 1 $12,000.00 K‐9 ReplacementBauer is retiring this year.  The average lifespan of a police K‐9 is 5 years.  Bauer is 6 years old and have reached his lifespan.Police 001150 50470 2024 60 2 $24,000.00 Transportable Light TowersCurrent light towers are out of date, and we can no longer get parts for them.  One tower is completed out of service.  Lights are transported to dark intersections for officer safety during heavy traffic events such as parades, football games, etc.Police 001150 50470 2024 70 1 $79,418.00 New Vehicle‐Impact FeesNew Patrol Tahoe's or that which is equivalent ‐$63,643.00, Radars ‐ $1,613.00,  In‐Car Cameras ‐ $7,912.00,  Mobile Radios ‐ $4,750.00,  Cradle Points ‐ $1,500.00Police 001150 50470 2024 80 6 $175,956.00 FY23 Carry Over/ 6 New Patrol Tahoes came in 9/30/23 (Equipment is Rollover)6 Radars ‐ $1,291.00/ 6 In‐Car Cameras ‐ $7,930.00/ 6 ‐Mobile Radios ‐ $3,800.00/ 6 ‐ Cradle Points ‐ $1,200.003 new officers5 replacements (01092, 01035, 01030, 01017, 01580)  PER MAYOR 3‐REPLACEMENTSImpact fees can fund 3 new officers vehicles.$562,628.00IT001160 50470 2024 10 1 $8,700.00 ADA Enhancement for websiteIT001160 50470 2024 20 1 $80,000.00 New WebsiteIT001160 50470 2024 30 1 $250,000.00 NETWORK/FIREWALL  UPGRADE PLACEHOLDER NOT SURE OF AMOUNT.Working on GrantIT001160 50470 2024 40 1 $45,000.00 MASS NOTIFICATION ‐ Might need to move this project to another accountIT001160 50470 2024 50 1 $40,000.00 EV Vehicle to replace 2 old trailblazers$423,700.00Revenue 001180 50470 2024 10 1 $40,000.00 Electric Vehicle for runner ‐ Estimated cost.  Needing more information$40,000.00Meter 001190 50470 2024 10 1 $33,643.00 F150 Truck FY2023 RolloverPO20225752Page 112 of 128 Version: FinalCITY OF FAIRHOPEVehicles / EquipmentFY2024 Budget Account Type Organization Object Year Line Quantity Amount DescriptionJustification$33,643.00Fire 001200 50470 2024 10 1 $48,189.00 Replace last outdated generator at fire station #2. After this one is done, we will have them all ddThe Generator being replaced will be used for a backup at the mechanic shop.Fire001200 50470 2024 20 1 $258,334.00 New engine upgrade (cost over 3 years) $775,000. ($258,334 per year)Additional Engine to replace Engine 3, and move engine 3 down to a reserve to replace one of kFire001200 50470 2024 30 1 $85,000.00 Equipment for the new truck if approvedThe new truck will need equipment to place it in service.Fire001200 50470 2024 40 1 $22,000.00 This piece of equipment is used for CPR. It is a lifesaving piece of equipmentAll stations have one but Station 4Fire001200 50470 2024 50 1 $1,580,443.00 2024 E‐One HR Aerial Ladder Truck PO#20226127Impact Fees will cover $1,180,443$1,993,966.00Recreation 001250 50470 2024 10 1 $18,000.00 54 inch deck rotary mower with tracks.Need a rotary mower on tracks for mowing ditches, hillsides, and embankmentsRecreation 001250 50470 2024 20 1 $14,000.00 52 inch deck rotary mowerNeed a smaller deck mower for mowing tighter areas such as Tennis Center and Kids Park.Recreation 001250 50470 2024 30 1 $9,000.00 Turf Gator Utility VehicleWill need a turf gator utility vehicle at Founders Park for maintenance of the park when the new track facility is complete.Recreation 001250 50470 2024 40 3 $100,000.00 F150 Supercrew 4x2 Truck (1 is FY2023 rollover $35,000.00 plus 1 for FY2024)In order to increase efficiency in parks maintenance operations, will need another truck to transport equipment between parks.Recreation 001250 50470 2024 70 1 $52,700.00 Robot Paint Machine for FieldsOutright Purchase = $52,700 (includes Paint, Warranty, Software Support)$193,700.00Marina 001340 50470 2024 10 1 $11,200.00 Upgrade Fuel master equipmentNeed to upgrade equipment to include chip reader.$11,200.00Public Works 001350 50470 2024 40 1 $18,000.00 small stump grinder for the dingonew smaller stump grinder for the dingo to get in smaller tighter spots.Public Works 001350 50470 2024 50 1 $9,000.00 walk behind mower for the landscape department.replace the walk behind we have currently.Public Works00135050470 2024 60 1 $245,000.00 Tri Axled Dump Truckthe demand for the ability to haul large quantities at a time is growing rapidly.Public Works 001350 50470 2024 70 1 $13,000.00 tool body and ladder rack for truck # 3483Maintenance crew need to convert regular truck beds to a more vestal tool body.Public Works 001350 50470 2024 80 1 $13,000.00 tool body and Ladder rack for truck # 3368Building maintenance need to change out regular truck bed for a more vestal tool body.Public Works 001350 50470 2024 90 1 $75,000.00 F550 Truck Crew Cab & Chase to replace truck # 3343Pullsdumptrailer&excavatorStreets department needs to replace Truck # 3343 and we already have a body for itPublic Works 001350 50470 2024 100 1 $15,000.00 30 ft tilt deck trailer for the streets crewneed a trailer to haul all the asphalt equipment and tools at once.Public Works 001350 50470 2024 110 1 $75,000.00 new Cat 305 Mini Ex for the Streets crewreplace one of the old Backhoes with a mini Ex for the streets crewPublic Works 001350 50470 2024 120 1 $8,014.00 new Hammer Hoe to go on the Mini ExNew Hammer Hoe for the concrete crew to do demoPublic Works 001350 50470 2024 130 1 $275,000.00ROLLOVER FY2023 ‐ Streets #1 ‐ New Elgin Pelican Three Wheeled SweeperThis is to replace Unit#01047 which is the old Elgin Pelican Sweeper (Maintenance costs are justifyinganewreplacement)$746,014.00Landscape 001360 50470 2024 10 1 $50,000.00 New F250 four door short wheelbase truck New replacement for truck #1076 in Landscape$50,000.00Fleet Maint 001460 50470 2024 10 1 $80,000.00 new F550 to add to the fleet.need a new truck to add to the service fleet.Fleet Maint 001460 50470 2024 20 1 $110,000.00 Large truck lift for large truck maintenancenew large truck lift to handle the new garbage trucks.Fleet Maint 001460 50470 2024 30 1 $6,000.00 Ice Machine for Mechanic Shop$196,000.00Page 113 of 128 Version: FinalCITY OF FAIRHOPEVehicles / EquipmentFY2024 Budget Account Type Organization Object Year Line Quantity Amount DescriptionJustificationGolf001500 50470 2024 10 1 $6,500.00 Electric Pull carts for rent Bat Caddy X4 Sport $800 each, batteries and accessories (Eight)Golf001500 50470 2024 80 1 $8,950.00 Countertop Water Cooled Ice Machine and Water Dispenser with Push Button Dispensing ‐ 40 lb. $15,450.00Golf Grounds 001550 50470 2024 10 1 $40,000.00 Utility vehicleReplace worn out vehicleGolf Grounds 001550 50470 2024 20 1 $32,000.00 72" Front mowerNeed to mow roughsGolf Grounds 001550 50470 2024 30 1 $24,000.00 Topdressing machineReplace worn out machineGolf Grounds 001550 50470 2024 40 1 $13,000.00 Tee mower cutting unitsReplace worn out unitsGolf Grounds001550 50470 2024 50 1 $26,000.00 Greens mower cutting units for two mowersReplace worn out unitsGolf Grounds 001550 50470 2024 60 1 $44,000.00 Fairway mower cutting units for two mowersReplace worn out units$179,000.00Gas002 50470 2024 20 1 $47,000.00 F‐150 or equivalent for Project manager.This position works in the field the majority of the time and will require a vehicle to fulfill their job duties.$47,000.00Electric003 50470 2024 10 1 $80,000.00 KX057‐5R3A Mini Ex or equivalentAdd to our underground crew equipment fleet.  Will allow us to dig in more confined spaces.  As of now we have to use water, gas, or public works when they have availability.Electric 003 50470 2024 20 1 $18,500.00 Knapheide body with storage bins for f250 crew cab truck for electricians.We acquired F250 from water department for the other electrician crew.  This will allow the electricians to store materials, ladders, and tools on the truck.Electric 003 50470 2024 30 1 $9,500.00 Standard Double Pole claw, rated for 32 foot poles and up to 1100 lbs. attachment for the electrical department skid steer.Will be used to set the poles on Greeno road for the 4 lane lights.  Will use to set 30 foot wood poles and light poles in confined areas throughout our electrical system.Electric 003 50470 2024 40 1 $45,000.00 PLT‐SL10 Pinless Powerlock self‐loading turret trailer for safer loadingSelf loading wire trailer that will take the place of our overhead crane in shop.  Will allow loading of wire in warehouse and not using forklift to bring wire to electrical barn.  This trailer also allows to be able to pull in pull rope and pull out old feeds.Electric 003 50470 2024 50 1 $116,000.00 BWT‐1363‐RC‐T2 Sherman+Reilly bullwheel tensioner with single reel carrier for safe wire pulling.This tensioner will be used for in house reconductoring jobs throughout our system.  Needed when can't deenergize lines and have to pull new wire over.  Keeps electrical department from having to borrow from contractor.  Will use on jobs for our 5 year plans that will be done in house.Electric 003 50470 2024 60 1 $38,000.00Roll over for Ford F150 Supercrew 4x2 truckRoll over truck for electrical department.  tool box, bed liner, and strobe lights are included.Electric 003 50470 2024 80 1 $25,000.00 5 tough books (laptops) for electrical department trucksFor the use to monitor scada and the electrical utilities from standby, service, bucket trucks on daytodayuseElectric 003 50470 2024 90 1 $230,000.00 2023 Altec 40' Bucket Truck w/jib and equipment This replaces Truck #242 that went to ROW Tree group.$562,000.00Water 004010 50470 2024 10 1 $16,000.00 Tilt Deck Trailer for Mini Ex Current trailer is not rated for the weight of the Excavator. This is a safety concern.Water 004010 50470 2024 30 1 $75,000.00 7000Ib excavator with buckets For Water CrewWater 004010 50470 2024 40 1 $50,000.00 Truck for utility inspector. Standard duty pickup with truck box, tools, spray in bedliner, warning lights, Misc parts.Utility inspector was added in FY 23 budget. This year budget adding vehicle.Water 004010 50470 2024 50 1 $30,000.00($20,000) Carry‐over from FY23GPR for locating water and sewer lines. updating GPR . This is the technology used to locate water and sewer lines and services.$171,000.00WasteWater 004020 50470 2024 10 50 $15,000.00 Drill Rods for Boring machine (50@ $300.00) Rod replacement for small boring rig.Page 114 of 128 Version: FinalCITY OF FAIRHOPEVehicles / EquipmentFY2024 Budget Account Type Organization Object Year Line Quantity Amount DescriptionJustificationWasteWater 004020 50470 2024 40 1 $150,000.00 Portable Generators60 KW minimumPortable generators to be used during emergencies.Used to power lift stations, well pumps, buildings, etc. during power outages.WasteWater 004020 50470 2024 50 1 $12,000.00 Push Camera for inspecting sewer laterals.Replace older unit with issuesWasteWater 004020 50470 2024 60 1 $40,000.00 Truck for sewer department.  standard duty with pick up body.needed to continue maintenance and inspection of wastewater system including lift stations.WasteWater 004020 50470 2024 70 1 $520,000.00 (2) 4" Waste Water Lift Station Bypass Pumps(2)6" Waste Water Lift Station Bypass Pumps*Could be paid for by Restore grant for generators and Pumps* Looking into buying just 2 of the 6" pumps or to create a rental agreement.Only 3 in rotation with 85 active lift stations, necessary for maintenance of existing pumps as well as system failure due to storms etc.WasteWater 004020 50470 2024 80 1 $50,000.00 Utility Van for Meter LocatorTwo meter locators but only one Meter Locator vehicle to share$787,000.00Sanitation 005030 50470 2024 10 1 $200,000.00 One Peterson Lightening Loader Trash Loader Truck for Sanitation use‐Replacement for Unit 1251 Pac Mac Trash Loader; Shut down due to mechanical failure.Sanitation 005030 50470 2024 20 1 $12,500.00 Replacement of Pressure Wash Pump SystemAnnual Cost associated with Wash Down Rack Facility$212,500.00$6,472,744.00 Total Budget FY24 (Vehicles and Equipment) ($929,657.00) Less Rollovers* Note * Total FY23 Budget (Vehicles and Equipment) $ 4,721,140.20$5,543,087.00 Total Amount Requested FY24General Admin ‐ $ 8,000.00Planning ‐ $ 31,466.00Building ‐ $ 95,659.00Police ‐ $ 397,800.50IT ‐ $ 270,495.45Revenue ‐ $ 0.00Meter ‐ $ 59,669.00Fire ‐ $ 145,309.25Recreation ‐ $ 87,732.00Marina ‐ $ 0.00Public Works ‐ $ 750,904.00Landscape ‐ $ 0.00Fleet Maint ‐ $ 0.00Golf ‐ $ 47,591.00Golf Grounds ‐ $ 146,271.00Gas ‐ $ 532,241.00Electric ‐ $ 532,590.00Water ‐ $ 240,540.00WasteWater ‐ $ 451,584.00Sanitation ‐ $ 923,288.00Page 115 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification General Admin 001100 50475 2024 10 1 $20,000.00 ROLLOVER FY2023 Warehouse receiving area/climate storage improvements. Need climate control area and secure room for computers. General Admin 001100 50475 2024 20 1 $5,500.00 Mini-Split A/C for Warehouse improvements for purchasing. General Admin 001100 50475 2024 40 1 $25,000.00 Council Sound System - IT request $50,500.00 Building 001130 50475 2024 10 1 $16,000.00 (2023 carryover- project not performed this year) renovation of building dept- renovate former records storage areas (carry over from 2023 budget) $16,000.00 Police 001150 50475 2024 10 1 $35,000.00 Ceiling Tiles Replace Ceiling Tiles that are currently molded, stained, and filled with dust and dirt Police 001150 51255 2024 10 1 $100,000.00 Replace the Jail Roof (Discussion on price of gabel roof vs. repair of current roof material - Chief to get estimates for comparison. Current roof is 21 years old and has been patched multiple times. Per Lance, this is an approximate cost for replacing the roof. Police 001150 51255 2024 20 1 $10,000.00 Epoxy Tile in Jail The tiles in the jail showers are cracking and to prevent replacing them, we are requesting to epoxy them. $145,000.00 Fire 001200 50475 2024 10 1 $31,000.00 Repave the station 2 apron and the road all the way back to the training center including the cul-de-sac. This is the original asphalt from 1992. once complete we will have replaced all the asphalt at the training center. Fire 001200 50475 2024 20 1 $36,100.00 New cabinets for station 1 and tile for the kitchen 27,000 Carry over with tile added back in plus 3% Carried over and added the tile for the kitchen that was originally in this number with a 3% increase Fire 001200 50475 2024 30 1 $17,000.00 The last station to have the bay floors stripped and painted Station 4 was never painted it was sealed and looks bad. Once complete all the floors will have been redone in the last 5 years. Fire 001200 50475 2024 40 1 $14,100.00 New lockers for all stations Quote Q-11741 Want not a need, all lockers wood custom made. $98,200.00 Recreation 001250 50475 2024 10 1 $26,000.00 Replace old steel railing on home and visitors stands of Majors Field. The existing handrails are not to code and are unsafe. The cost is for material. The installation to be performed by in- house labor. Recreation 001250 50475 2024 20 1 $35,000.00 Irrigation well @ Fairhope Soccer Complex The old booster pump system that supplies city water to irrigate the playing fields has failed and we currently do not have adequate water pressure to irrigate the fields. Well water would be preferred to irrigate with and would save on city water Page 116 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification Recreation 001250 50475 2024 30 1 $257,500.00 LED lighting retrofit of Majors Field football stadium.Transitioning to LED lighting for better lighting, energy savings, and availability of fixtures. The metal halide fixtures are not being produced any longer.$213,500 for the lighting fixtures and hardware. Recreation 001250 50475 2024 50 1 $55,000.00 Parking lot security lighting for Front Field area at Volanta Park.The Front Filed area has been converted to overfolw parking for large events at Volanta Park and needs security lighting. Cost is for poles, hardware, wiring and materials. Installation will be performed by in-house labor. Recreation 001250 50475 2024 60 1 $24,500.00 Concrete walkway up the West hillside of new baseball fields at Volanta Park. Walking traffic to the new baseball fields comes up the hillside to the West of the fields from the parking behind the stadium. This area is unimproved making for trip hazards and difficulty to pull wagons and such up the hill. Recreation 001250 50475 2024 70 1 $326,000.00 Renovation of Bathroom building and concessions at entrance to Majors Field. This building is in terrible condition and is an eyesore at the entrance to the stadium. This restroom building services football and baseball events as well as Graduation, Special Olympics, and many other community events in the stadium. Recreation 001250 50475 2024 80 1 $48,000.00 Renovate asphalt walkways into Majors Field with new concrete walkways. Existing asphalt walkways have been patched several times over the years and are uneven and have many trip hazards. Recreation 001250 50475 2024 90 1 $6,500.00 Scorekeepers pavilions The older 2-story press box structures at Volanta Park have termite damage and are unsafe. Need to tear them down and replace with pavilion structures. Recreation 001250 50475 2024 100 1 $64,000.00 Shade sail structures over bleacher seating at Founders Park softball. Shade sails would provide shade and protection from foul balls in the bleacher seating areas. 8 structures for 4 softball fields Recreation 001250 50475 2024 110 1 $144,000.00 Shade sail structures for bleacher seating at Volanta Park.Shade sails would provide shade and protection from foul balls. 9 fields = 18 structures Recreation 001250 50475 2024 120 1 $18,000.00 Improvements to Dog Park Need 2 new watering stations, sodding, and additional gravel for erosion areas. Recreation 001250 50475 2024 140 1 $15,000.00 Replace old fencing at entrance to Volanta Park with ornamental steel fencing. The old chainlink fencing at the entrance to Volanta Park is in bad shape and needs replacing with a more attractive fence. Recreation 001250 50475 2024 150 1 $25,000.00 Ornamental steel fencing at Mike Ford Tennis Center.The old wooden fence is in bad condition and is a constant maintenance issue. Replace wooden fence with ornamental steel fencing for more attractive appearance and less maintenance. Recreation 001250 50475 2024 180 1 $12,000.00 Infield stone material for the softball infields at Founders Park.Infield stone makes for a better playing surface and helps to play faster after rainfall. The existing infields are loose clay material. Page 117 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification Recreation 001250 50475 2024 190 1 $15,000.00 Replace chainlink mesh on softball fields at Founders Park.The chainlink fencing on the softball fields is damaged and bowing out at the bottom causing a safety hazard for players. Recreation 001250 50475 2024 200 1 $24,000.00 Resurfacing of Outdoor Pool The outdoor pool is leaking and has caused some erosion of the pool deck. Recreation 001250 50475 2024 220 1 $384,300.00 Bleachers for Manley Field (includes concrete slabs for bleachers, ADA grandstand seating & fencing surrounding fields) Discussed 07/25/23 Recreation 001250 50475 2024 240 1 $202,000.00 Fitness Court Replacement Funding: Single Tax - $40,000 Rotary - $40,000 BCBS Grant - $40,000 City - < $100,000 Replacement Recreation 001250 50475 2024 250 1 $1,000,000.00 MEP & Structural Repairs at Municipal Pool Recreation 001250 50475 2024 260 1 $25,000.00 Jasmine Park Improvements (placeholder)Per Mayor's request Recreation 001250 50475 2024 270 1 $30,000.00 Replace 2 - 10ton AC units at Rec Center gym Older units are failing. Recreation 001250 50475 2024 280 1 $20,000.00 Chemical Controller for indoor pool Current control system is 20 years old. New system would allow for more control over chemical balance of the pool and aid in recording of information Recreation 001250 50475 2024 290 1 $140,000.00 WC Majors Field Pressbox Revenue offset from Fairhope High School Recreation 001250 50475 2024 300 1 $418,091.00 New Tennis and Pickleball Courts at the Tennis Center $3,314,891.00 Civic Center 001260 50475 2024 10 1 $50,000.00 ROLLOVER Municipal Complex (CC) Painting & Drywall Repairs (Wallpaper covering approximately 5% of the area) 1. Main Lobby 2. Aud ramp hallway 3. Auditorium 4. Storeroom 5. Stage L & R dressing rooms 6. Restrooms 7. Delchamps rooms 1/2 Project delayed until roof repairs have been completed. Civic Center 001260 50475 2024 20 1 $75,000.00 ROLLOVER Resurfacing parking lot Civic Center 001260 50475 2024 30 1 $60,000.00 Replace copper water lines - municipal complex is constantly leaking and or dripping damaging insulation, ceiling tiles, furniture, and equipment. Civic Center 001260 50475 2024 40 1 $40,000.00 "ROLLOVER" Fire alarm system upgrade - City Hall/Civic Center Civic Center 001260 50475 2024 60 5 $6,000.00 Front lobby door closures Door closures are failing from age and moisture (40+yrs). Egress is compromised when they are blocked until repairs can be $231,000.00 Page 118 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification Museum/Welcome Center001270 50475 2024 10 1 $5,000.00 ADA walkway between museum and welcome center. $5,000.00 Adult Rec 001300 50475 2024 10 1 $75,000.00 ROLLOVER Bathroom Reno Adult Rec 001300 50475 2024 20 1 $25,000.00 Repainting Ballroom, reception areas,... Adult Rec 001300 50475 2024 30 1 $30,000.00 Wiring/Manual Transfer Switch for Nix Center Material and 2000 amp transfer switch for Nix Center. Will be done in house by Electric Dept $130,000.00 Marina 001340 50475 2024 10 1 $8,000.00 B-base gravel for parking lot areas Cover the areas of the parking lot that are mostly sand. Marina 001340 50475 2024 20 1 $8,000.00 Repairs to finger piers on docks for commercial boats Older piers with worn out boards need repair Marina 001340 50475 2024 30 1 $45,000.00 Re-construct G-dock pier (no insurance - look at Cap Imprv FY23 budget rollevers for possible funding). G-dock is used predominantly for transient and looper dockage. Over 50% of the pier was severely damaged by a large shrimp boat that was docked illegally and damaged the dock as it was leaving the marina. The dock is not usable or safe for use. $61,000.00 Public Works 001350 50475 2024 20 1 $125,000.00 Truck shed behind the recycle barn (crushed stone floor - no concrete). Need a roof to keep our trucks and equipment's hydraulic lines out of the weather and sun. $125,000.00 Landscape 001360 50475 2024 10 1 $70,000.00 3 New greenhouses for Landscaping Need to replace old falling down greenhouses with functional ones $70,000.00 Fleet Maint 001460 50475 2024 10 1 $250,000.00 Add two bays on to the west end of the building - need $ separated for the following: 1. Slab 2. Metal/materials 3. Crane/Hoist (currently using crane from service truck - basically taking it out of service in order to have crane in the shop. Need more room to work with the city's growth. Accounting will look at R&M (Streets & Sanitation) for additional info that may be helpful regarding decision on this request. Fleet Maint 001460 50475 2024 20 1 $75,000.00 New roof to the whole shop, (for current footprint) - not part of request for two additional bays. Metal roof has exceeded it life expectancy. $325,000.00 Golf Clubhouse 001500 50475 2024 10 1 $7,000.00 Range Ball Dispenser Shack up Grades: water line added. New Paneling and lighting. Page 119 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification Golf Clubhouse 001500 50475 2024 20 1 $5,000.00 Storage shed hurricane proofed with straps and electricity and water lines added. Golf Clubhouse 001500 50475 2024 30 1 $15,000.00 New carpet for clubhouse and pro shop Golf Clubhouse 001500 50475 2024 40 1 $22,000.00 Replacement Roof on Cart barn $49,000.00 Golf Grounds 001550 50475 2024 10 1 $70,000.00 Spray foam insulate maintenance building Old insulation is falling down and building gets extremely hot Golf Grounds 001550 50475 2024 20 1 $135,000.00 Green's Drainage Project for ten greens (Mayor would like additional information on mobilization fees). Current greens don't drain properly. Golf Grounds 001550 50475 2024 30 1 $28,000.00 Driving range renovation (concrete and mats)Improve driving range tee Golf Grounds 001550 50475 2024 40 1 $315,000.00 Cart path renovation (Bid out before - no response). Discuss getting the number lower, what other options might we have. Resurface existing cart paths. Asphalt paths are in rough shape and causing damage to golf carts. Try to leave some of the path as grass where appropriate. Golf Grounds 001550 50475 2024 50 1 $49,000.00 Quail Creek Maintenance Barn Roof $597,000.00 Library 001750 50373 2024 10 1 $350,000.00 Rollover $200,000 Library 2nd floor renovations Boys & Girls Club 001750 50383 2024 10 1 $12,000.00 New Fencing Rotary Youth Park Boys and girls club All playground equipment must be fenced in per DHR regulations. The playground in front of the building needs new fencing around Boys & Girls Club 001750 50383 2024 20 1 $20,000.00 revamp of the sewer system at the boys & Girls Club the grinder and basin for the sewer at the boys & girls club is under sized and needs to me replaced Boys & Girls Club 001750 50383 2024 30 2 $24,000.00 (2) 10-ton pack unit heat pumps Boys and Girls Club These will be the final HVAC Unit to be replaced at the boys and girls clubBoys & Girls Club 001750 50383 2024 40 1 $17,215.00 Walkway canopy from back door to existing portable Boys and Girls club The Haven 001750 51131 2024 10 1 $131,360.00 Building Renovations $554,575.00 Gas 002 50475 2024 10 1 $22,152.00 Roll over of construction of gas department breakroom.This will serve as a training classroom and a climate controlled area for the department to eat lunch. $22,152.00 Electric 003 50475 2024 10 1 $75,000.00 New Roll up doors for truck barn at sub station Truck barn was built in 2023. Now it needs doors to secure the Electric 003 50475 2024 20 1 $10,700.00 Replace flooring in Utility's office building 555 South Section St. $85,700.00 Page 120 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification Water 004010 50475 2024 10 1 $50,000.00 Replace roof panels and side panels due to age and corrosion. This will include gutters, screws, metal siding, flashing, and labor. Carry Over-$50,000 The Pecan Building East (Water and Sewer Building) has leaks in the lower bays. This will need replaced soon. Water 004010 50475 2024 20 1 $100,000.00 Improvements to Pecan Building East. Water and Sewer building. Carry Over -$45,000 This is for repairs to building. Including gutter repair, door repair and/or replace, concrete and drainage work. $150,000.00 WasteWater 004020 50475 2024 10 1 $125,000.00 Metal Building 40 x 40 Maintenance Building at WWTP. Metal Building 40x40 with 2 bay doors insulated Including materials to finish building interior. Carry Over- $90,000 Metal building to replace old wood shed. For storage of spare parts, motors, pumps. City crews will finish out inside and add shelving. $125,000.00 Sanitation 005030 50475 2024 10 1 $30,000.00 Maintenance/Repair for C&D Landfill Gas Piping system and Fencing around Landfill areas (1200 LF or 6 Ft fence @ $25/FT) ADEM Requirements for maintaining a safe landfill area $30,000.00 $5,588,018.00 Total Budget FY24 (Capital Improvements) *Note* Total Budgeted FY2023 Capital Improvements $ 2,874,737.91 ($694,152.00)Less Rollovers $4,893,866.00 Total Amount Requested FY24 Building - $ 15,000.00 Police - $ 57,203.00 HR - $ 20,000.00 Fire - $ 136,500.00 Recreation - $ 221,000.00 Civic Center - $ 508,638.00 Museum - $ 5,000.00 Adult Rec - $ 273,000 Marina - $ 240,000.00 Public Works - $ 110,000.00 Landscape - $ 0.00 Fleet Maint - $ 8,000.00 Golf - $18,000.00 Page 121 of 128 Version: Final City of Fairhope Capital Improvements FY2024 BudgetAccount Type Organization Object Year Line Quantity Amount Description Justification Golf Grounds - $ 148,300.00 Library - $ 250,000.00 Gas - $ 45,000.00 Electric - $ 404,846.9 Water - $ 70,000.00 WasteWater - $ 115,000.00 Sanitation - $ 209,250.00 Page 122 of 128 Version: Final City of Fairhope Utility System Improvements FY2024 Budget Account Type Organization Object Year Line Quantity Amount Description Justification Gas 002 59500 2024 10 1 $78,000.00 Coleman Lane Creek Crossing Upgrade 6" high pressure gas main crossing located on Coleman lane in Spanish Fort. Installing supports on main and repairing wash outs on ROW. Gas 002 59500 2024 20 1 $196,000.00 Rollover Rock Creek Creek Crossing 2 creek crossings at Rock Creek on Main Street. 4" high pressure that are visible in the creek. Gas 002 59500 2024 30 1 $43,000.00 Rollover Creek crossing at Hwy. 33 2" High Pressure creek crossing at Hwy. 33 in cow pin creek. we will bore in a new line below the mud line of the creek. Gas 002 59500 2024 40 1 $198,000.00 Rollover Mary Ann beech Rd. back feed to county road 1.This will provide a needed back feed to county road 1. Currently we will lose 4.5 miles of gas customers on county road 1 if that main is cut. Gas 002 59500 2024 50 1 $43,200.00 Rollover Engineering and permitting for 3 creek crossings.Engineering and permitting for the 3 creek crossings. These will require ADEM and EPA permitting. Gas 002 59500 2024 60 1 $130,000.00 Rollover Engineering for 6" Steel Replacement under I-10.The 6" gas main under I-10 and Hwy. 90 needs to be replaced. There is a short between the casing and the pipe. this will require a large directional bore under 90 and I-10. Gas 002 59500 2024 70 1 $200,000.00 On-Call Contractor for gas department.This will allow for contractor support in the event we have a time/safety sensitive issue. needing emergency work. this would be yr. 2 of this contract with the cost staying the same. Gas 002 59500 2024 80 1 $75,000.00 Additional Rectifier to increase Cathodic Protection.This rectifier will help support cathodic protection in main street in Daphne. Gas 002 59500 2024 100 1 $500,000.00 Roll over of cast iron engineering balance.This will complete the engineering phase of the mandatory cast iron replacment. Gas 002 59500 2024 110 1 $2,500,000.00 Cast Iron replacement construction phase 1.This is phase 1 of 6 in the replacement of cast iron. This is a requirement by PHMSA to remove cast iron gas lines. (15 million total) Gas 002 59500 2024 120 1 $500,000.00 New Meters and Regulators $4,463,200.00 Electric 003 59100 2024 10 1 $100,000.00 Electrical Dept remote control system over all substations and smart reclosers.DSA services on monthly fee for services for upgrading the SCADA system and tech support throughout the year. Materials for upgrading SCADA for all substations that are out of date. (per Ben - email 07/03/23) Electric 003 59110 2024 10 1 $2,250,000.00 AMI system Ongoing project for all utilities. Electric 003 59500 2024 10 1 $1,900,000.00 Roll Over -44 KV loop -Contingency for the 44 kv Install New 44 KV line with new Poles and ACSR wire along Morphy to Greeno to Dyer road, which gives a loop feed for substations. Roll Over budget Item Electric 003 59500 2024 20 1 $200,000.00 Roll Over Dyer Road 44 KV Pole Replacement and Wire Replacement.Roll Over. Replace 44 KV poles and wire down dyer road. Will do in house and not contract out now. Electric 003 59500 2024 30 1 $850,000.00 Underground Electric for Magnolia. Roll Over To install underground electric on Magnolia from Church to Bancroft. Roll Over item. Electric 003 59500 2024 40 1 $300,000.00 Replace 4 lane lights on Greeno.To replace the old green poles, hps lights, on Greeno road to ALDOT approved Poles and Lights. Will be 70 Poles and 140 Lights. Will be installed in house. Electric 003 59500 2024 50 1 $166,000.00 Estimated engineering cost for the 44kv loop Roll Over Item Estimated engineering cost close to 9% for the 44kv loop. Electric 003 59500 2024 70 1 $12,500.00 S and C TripSaver II.These were a budget item in 2022 and never bought. Would take place of fused points in more critical areas. Will make the system more reliable and these are less expensive than the 3 phase smart reclosers. Electric 003 59500 2024 80 1 $650,000.00 Underground fr Church St. down Magnolia. Additional to previous underground Planning for future development and upgrade system. $6,428,500.00 Water 004010 59100 2024 10 1 $40,000.00 Upgrading Scada at Treatment Plants and Booster Stations SCADA is required for continuous monitoring of WTPs. Page 123 of 128 Version: Final City of Fairhope Utility System Improvements FY2024 Budget Account Type Organization Object Year Line Quantity Amount Description Justification Water 004010 59500 2024 10 1 $5,000,000.00 Carry-over from FY23 Upgrade water main from CR 32 back to Fairhope Ave Engineering has started in 2021 budget year. Engineering for design is complete. Going out for bid in FY22- FY23 work most likely will not start till Summer FY23 with completion in late FY24 Budget has increased (5 million to be spent now and 5 million for FY25) Increase water capacity for long term Plan. Tied to Mulit-Year upgrade project for new treatment plant and well at well field 3 and additional wells to be added in the near future. Water 004010 59500 2024 20 1 $500,000.00 Water distribution system main replacement and upgrades Replace galvanized water mains and upsize water mains in areas not currently providing fire protection. Emergencies that are not repairs and maintenance. Water 004010 59500 2024 30 1 $450,000.00 $415,000 Carry-over FY23 Repair and Paint Water Tank at WTP 3 Water Tank has severe exterior corrosion. Has been more than 10 years since tank was painted. Water 004010 59500 2024 40 1 $350,000.00 On Call Contractor for Water On call contractor to assist with emergency repairs, line extensions, deep repairs Utilizing a Contractor to do repairs that are an emergency or beyond what our department can safely do. Including, but not limited to, main line repair, main extensions, large bores, etc. Water 004010 59500 2024 50 1 $100,000.00 Insertion Valves and Taps Teams Insertion Valves. Valves installed while line is under pressure. Taps that are larger than we or capable to make (3"and greater) Insertion valves are used when water can not be turned off. This is for areas where no valve is available and/or getting water off would large area. Taps are typically a reimbursable expense due to tap fees. Water 004010 59500 2024 60 1 $500,000.00 New Meters Water 004010 59500 2024 70 1 $31,000.00 added by Jeff. Fiber to water tank on Nichols Water 004010 59500 2024 80 1 $350,000.00 Adding Water Main is required for the added pumping capacity to the south end of system. This will increase capacity. Carry over from FY23 To increase water capacity for the system Water 004010 59501 2024 10 1 $3,500,000.00 Upgrading Water Treatment Plant 3. . Plant will be capable of treating up to 6.0 MGD after upgrade and the 24" Water main to the north is installed and the 12" Water main to the south connecting to proposed 12" on CR 32. Preliminary Engineering started in FY21, Design engineering completed in FY22. Well bid and awarded in FY22 Being drilled currently. Should award bid in July 22. for WTP. Work This is needed to be able to meet current demand on system and preparing for future wells on this site. Budget Carry over from 2 previous years Total project $7.6M Water 004010 59501 2024 20 1 $600,000.00 Water Plant and Well upgrades and repairs. Water plant and well upgrades and replacement. This includes, but not limited to, Pumps, motors, chemical feed equipment, generator replacement, transfer switch, testing meters and gauges, aerators, chemical tanks, and emergency well replacement Budget is necessary to keep plants and wells in operation and meeting permit. Water 004010 59501 2024 30 1 $200,000.00 Refurbish wells #6 and # 10. This budget includes engineering and bid assistance. $190,000 Carry over from FY23 This budget is needed to prevent failure with well pump. Manufacturer recommends 10-12 years service from well pump, shafts, bearings, and motors. This is preventative maintenance required by our water supply permit also. Water 004010 59501 2024 40 1 $2,000,000.00 Expansion of wells at Water TP 3 Adding capacity to water system Water 004010 59501 2024 50 1 $4,500,000.00 Upgrade Treatment Plant 1 including chemical feed equipment, upsize pumps, new clear well, and electrical controls. new well to wellfield 1 and upgrade to TP 1 Water 004010 59501 2024 70 1 $500,000.00 Adding piping/water mains to system to increase capacity Increase Water System capacity $18,621,000.00 WasteWater 004020 59100 2024 10 1 $60,000.00 Lift Station Scada upgrade to Mission Updating remaining Stations to Mission SCADA. This work is done in house by our Electrician Page 124 of 128 Version: Final City of Fairhope Utility System Improvements FY2024 Budget Account Type Organization Object Year Line Quantity Amount Description Justification WasteWater 004020 59500 2024 10 1 $350,000.00 On Call Contractor for Sewer On call contractor to assist with emergency repairs, extensions, deep repairs (Over 12ft), etc. This was previously called point repair. Utilizing a Contractor to do repairs that are an emergency or beyond what our department is equipped or trained to do. WasteWater 004020 59500 2024 20 1 $3,688,680.00 Force Main From Bishop on Fairhope AVE. to the New Publix Lift Station CARRY OVER FROM FY22 This is to serve all the development North of CR13 WasteWater 004020 59500 2024 30 1 $750,000.00 Force Main for New Twin Beech Lift Station $480K work will not occur until FY24 This includes 12" HDPE Directionally bored from new Twin beech Lift Station to old Station total Footage 2400ft. In support of the Restore Grant Project for lift station rehab/replacement WasteWater 004020 59500 2024 40 1 $800,000.00 Force Main Upgrade for South Section Lift Station Replace force main from old South Section Lift Station to Fels where Church Street Project ends. In support of the Restore Grant for lift station rehab/replacement WasteWater 004020 59500 2024 50 1 $625,000.00 Force Main from Thompson Halll LS to Klump Development and South on Thompson Hall Rd to Lift Station. $625K FY23 and $625K FY24 5600 ft of 16" and12" HDPE directionally bored. This is for White Grove, Thompson Hall, And New Klump Properties Lift Station. In support of the Restore Grant for lift station rehab/replacement. WasteWater 004020 59500 2024 60 1 $1,500,000.00 Force Main Upgrade from North Section Street Lift Station to manhole at North Section and Bayou Dr. 2800 ft 16" directionally bored. The force main upgrade is required for the Restore Grant upsizing North Section Lift Station. WasteWater 004020 59500 2024 70 1 $700,000.00 Force main upgrade from New Twin Beech lift station to South Section Street and Twin Beech Upgrade necessary for the Restore Grant Project building new lift station on Twin Beech Rd. WasteWater 004020 59500 2024 80 1 $125,000.00 Veterans/104 Traffic Circle relocation WasteWater 004020 59501 2024 10 1 $1,000,000.00 Lift Station Upgrades Upgrading lift stations not part of the Restore project. WasteWater 004020 59501 2024 20 1 $1,000,000.00 12 Permanent Generators for lift stations (Matching funds) *900,000 reimburse from Hazard Mitigation* Carry Over from FY22 Matching for grant and assistance with installation WasteWater 004020 59502 2024 10 1 $107,500.00 WWTP RASS Pumps and Recycle Pump Replacement Carryover 2023 Replace recycle pump due to wear and age. Adding 3rd RASS pump for high flows during heavy rain events. WasteWater 004020 59502 2024 20 1 $35,000.00 Blower Building Repair interior walls and install prefab metal roof Carryover 2023 Insulation deteriorated on walls. Roof was never installed. Account Type Organization Object Year Line Quantity Amount Description Justification WasteWater 004020 59502 2024 30 1 $75,000.00 Replace Blower Replace turbo blower with positive displacement blower. PD blower is more efficient than existing turbo style blower. Existing turbo blower has issues and can only be sole sourced for repairs. Rebuild is more expensive than replacement. WasteWater 004020 59502 2024 40 1 $40,000.00 Clarifier Rehab Replace pivot arm bearings, piping, sweeps, etc. Clarifiers are in operation 24/7. parts are replaced due to wear and scheduling to prevent down time and permit violation. Page 125 of 128 Version: Final City of Fairhope Utility System Improvements FY2024 Budget Account Type Organization Object Year Line Quantity Amount Description Justification WasteWater 004020 59502 2024 50 1 $75,000.00 "Fuzzy" Filter rehab 8 years old Media is required to be replace due to reduced efficiency 8 years old. Actuators, Valves, and controls are in need of upgrade due to upgraded SCADA system and discontinued parts. WasteWater 004020 59502 2024 60 1 $17,000.00 Digester Rehab Includes pipes, pumps, diffusers, actuators, valves, etc ormal wear items to be replaced All equipment has been quoted through vendor. Unless a sole source, we will obtain 3 quotes. Repairs under $5,000 or due to non capitalized expense will be charged to repairs and maintenance. WasteWater 004020 59502 2024 70 1 $40,000.00 "Orbitol" rehab Rehab of mixers bearings, motors, and drives The orbitol was upgraded in late 2014. This budget is to replace equipment due to wear. All equipment has been quoted through vendor. Unless its a sole source, we will obtain 3 quotes. Repairs under $5,000 or due to non capitalized expense will be charged to repairs and maintenance WasteWater 004020 59502 2024 80 1 $80,000.00 "Head Works" repairs Rehab of Screens, Replace Cable Bridge, Repair Grit Removal System. All equipment has been quoted through vendor. Unless its a sole source, we will obtain 3 quotes. Repairs under $5,000 or due to non capitalized expense will be charged to repairs and maintenance WasteWater 004020 59502 2024 90 1 $40,000.00 VLR (Vertical Loop Reactor) Repair Rehab of mixers, drives, and motors This budget is to replace equipment due to wear. All equipment has been quoted through vendor. Unless a sole source, we will obtain 3 quotes. Repairs under $5,000 or due to non capitalized expense will be charged to repairs and maintenance. WasteWater 004020 59502 2024 100 1 $50,000.00 Replacement of misc. equipment not listed in individual budget item. This budget item should cover any unknown replacement such as, but not limited to, A/C unit, refrigerator, incubator, lab equipment, burners, and other equipment needed in Repairs or replacement over $5000 or due to non capitalized expense will be charged to repairs and maintenance. WasteWater 004020 59502 2024 120 1 $50,000.00 UV repair due to age of equipment. This will include capitalized expenditures for bulbs, ballasts, and misc. parts that will require replaced and/or upgraded. Trojan 4000 Plus is the older UV system used during high flow events and for backup to the newer UV system. WasteWater 004020 59502 2024 130 1 $1,950,000.00 Headworks system - $2M per Phase 1 of 6 1.5 million in grant received from ADEM. Daryl - quotes received 2 million for FY25 $13,158,180.00 $42,670,880.00 Total Budget FY24 (Utilities System Improvements) ($15,700,000.00)Less Rollovers FY 2023 *Note* Total Budgeted FY2023 Utility System Improvements $ 31,803,410 26,970,880.00$ Total Amount Requested FY24 GAS - $ 1,973,200 ELECTRIC - $ 6,086,430 WATER - $ 14,666,000 WASTEWATER - $ 9,075,780 Page 126 of 128 RESOLUTION 0. 4853-23 BE IT RESOLVED BY THE GOVERNING BODY OF THE CITY OF FAIRHOPE, ALABAMA, That the City Council approves and adopts the recommendations to fund new positions and approve Pay Grades; reclassify positions; defund; and delete positions as presented in the FY2024 Budget as follows: Positions Department Status Pay Grade New Positions and/or Title Changes Staff Accountant Treasury FTE 10 GIS Supervisor Planning FTE 11 Building and Fire Plans Examiner Building FTE 10 Police Training Sergeant Police FTE 10 Police Officer (2) Police PTE 8 HR Coordinator HR FTE 8 Code Enforcement Officer Revenue FTE 8 Customer Service Rep I Revenue FTE 5 Meter Operations Supervisor Meter FTE 9 Parks Maintenance Worker Recreation Seasonal 7 Youth Sports Program Coordinator Recreation FTE 9 Marina Worker Marina/Harbor PTE 4 City Engineer/General Superintendent Public Works FTE 16 Gardner II Public Works FTE 7 Park Ranger/Urban Forester Public Works FTE 9 Mechanic Fleet FTE 7 Golf Shoo Attendant (3) Golf Operations PTE 4 Project Manager Gas FTE 11 Line Crew Chief Electric FTE 14 Water Operator Trainee Water FTE 4 Water Operator II Water FTE 7 Equipment Operator IV Sanitation FTE 9 Defunded and/or Deleted Positions ROW Construction Inspector Building FTE 9 Police Corporal Police FTE 9 HR Coordinator HR PTE 8 Customer Service Rep I Revenue PTE 5 Meter Reader II Meter FTE 6 Emergency Management Coordinator Adult Recreation FTE 9 Gardener I Public Works FTE 4 Starter/Marshall Golf Operation PTE 3 Equipment Operator III Sanitation FTE 8 GIS Technician Planning FTE 10 Transfers: ROW Construction Supervisor-Building Public Works FT 10 Utility Billing Supervisor Revenue FT 9 ATTEST: ~~ City Clerk Page 127 of 128 New Position/Defund Requests FY2024 Budget Position Location Cost Center Personnel Status Pay Grade Hourly Rate Annual Salary Notes NEW/CHANGES POSITION: Staff Accountant Treasury 001100 FT 10 26.44 55,000.00 New Position GIS Supervisor Planning 001120 FT 11 34.62 72,000.00 Reclass Building/Fire Plans Examiner Building 001130 FT 10 34.43 71,613.00 Reclass Police Training Sergeant Police 001150 FT 10 38.05 79,148.16 Reclass Police Officers Police 001150 PT 8 22.34 33,696.00 New Position Police Officers Police 001150 PT 8 22.34 33,696.00 New Position HR Coordinator HR 001170 FT 8 20.00 41,600.00 Change from PT Code Enforcement Officer Revenue Department 001180 FT 8 24.51 50,975.00 New Position Customer Service Rep I Revenue Department 001180 FT 5 16.00 33,280.00 Change from PT Meter Operations Supervisor Meter 001190 FT 9 37.77 78,561.60 Reclass Parks Maintenance Worker Recreation 001250 Seasonal 7 16.07 7,999.00 New Position Youth Sports Program Coordinator Recreation 001250 FT 9 28.85 60,000.00 New Position Marina Worker Marina/Harbor 001340 PT 4 15.57 23,479.56 New Position City Engineer/General Superintendent Public Works 001350 FT 16 79.33 165,000.00 New Position Gardner II Public Works 001350 FT 7 21.88 45,515.00 Reclass Nature Park Ranger Forester Public Works 001350 FT 9 27.45 57,089.76 New Position Mechanic Fleet 001460 FT 7 24.04 50,000.00 New Position Golf Shop Attendant Golf Operations 001500 PT 4 10.50 10,374.00 New Position Golf Shop Attendant Golf Operations 001500 PT 4 10.50 10,374.00 New Position Golf Shop Attendant Golf Operations 001500 PT 4 10.50 10,374.00 Reclass General 521.19 989,775.08 Project Manager Natural Gas Department 002 FT 11 34.43 71,613.00 New Position Gas 34.43 71,613.00 Line Crew Chief Electric 003 FT 14 35.51 73,862.88 New Position Electric 35.51 73,862.88 Water Operator Trainee Water 004010 FT 4 18.00 37,440.00 New Position Water Operator II Water 004010 FT 7 21.88 45,510.40 New Position Water 39.88 82,950.40 Equipment Operator IV Sanitation 005030 FT 9 28.00 58,240.00 Reclass Sanitation 28.00 58,240.00 Total 659.01 1,276,441.36 DEFUNDING: GIS Technician Planning 001120 FT 10 26.27 54,641.60 ROW Construction Inspector Building 001130 FT 9 29.15 60,632.00 Police Corporal Police 001150 FT 9 36.24 75,369.84 HR Coordinator HR 001170 PT 8 20.00 30,160.00 Customer Service Rep Revenue Department 001180 PT 5 15.00 14,820.00 Meter Reader II Meter 1190 FT 6 30.35 63,128.00 Emergency Management Coordinator Economic & Community Dev 001300 FT 9 20.15 41,910.96 Gardener I Publicworks 001350 FT 4 15.57 32,388.71 Starter/Marshall Golf Operations 001500 PT 3 10.82 10,690.16 General 203.55 (383,741.27) Equipment Operator III Sanitation 005030 FT Sanitation 24.51 50,974.56 (24.51) (50,974.56) Total 179.04 (434,715.83) Net 838.05 841,725.53 TRANSFERS: Utility Billing Supervisor Meter 001190 FT 9 27.45 57,089.76 Trf to Revenue ROW Construction Supervisor Building 001130 FT 10 27.00 56,160.00 Trf to Public Works 27.00 113,249.76 Page 128 of 128