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HomeMy WebLinkAboutAgenda Report - June 8, 1993CITY COUNCIL MEETING June 8, 1993 1993-94 OPERATING BUDGET REVIEW CC -21(b) City Manager Peterson presented an overview of tiie budget and of the schedule for the budget review meetings. Assistant City Manager Glenn made a presentation on the following budgets: COUNCIL: CITY CLERK; ELECT W. Glenn outlined where the reductions were made for the 1993-94 Operating Budget and questions followed among the City Council and staff. Council Member Davenport made a motion that each City Council Member be given a separate account with'$50O.00 to be used at the individual's discretion (purchaseof supplies and materials, etc). The motion died for lack of • a second. GENERAL CHARGES Mr. Glenn outlined the reductions in General Charges. On motion of Council Member Sieglock, Mann second, the City Council directed that the funds allocated for the purchase of balloons for Field and Fair Day be moved to the Community Center budget under insurance (Function 399) by the following vote: Ayes: Council Members Mann, Sieglock and Pennino (Mayor) Noes: Council Members Davenport and Snider Absent: Council Members None Frank Alegre, 2000 Edgewood Drive, Lodi made several comments throughout the meeting. CITY COUNCIL MEETING June 9, 1993 1993-94 OPERATING BUDGET REVIEW CC -21(b) POLICE DEPARTMENT BUDGET Assistant City Manager presented the City's budget for the Police Department. Mr. Glenn gave the background of the Police Department and what had been decided with regards to the vacant captain's position since the promotion of Larry. Hansen to Police Chief. Chief Hansen advised the City Council of what he wanted to accomplish as head of the Department. He acknowledged the tough choices which would need to be made in the coming, fiscal year. He presented the areas where services could be cut as well as services which should remain at the same level for the safety of the citizens of Lodi. In the recommended budget, one Police Officer vacancy is recommended to be eliminated. . Council Member Mann said he would not vote for the approval of the budget if this position was to be eliminated. After discussion, on motion of Council Member Mann, Sieglock second, the City Council voted not to eliminate the position of one Police Officer by the following vote: Ayes: Council Members - Davenport, Mann and Sieglock Noes: Council Members - Pennino (Mayor) Absent: Council Members - Snider • Mayor Pennino opposed until more information i.3 forthcoming from the Police Department. Frank Alegre, 2000 Edgewood Drive, Lodi spoke in favor of retaining the current staff level. Further, overtime in the Police Department, patrolling of the parks, S.T.A.R.S. program and the recent SWAT raid on a house in Stockton were discussed. FIRE DEPARTMENT BUDGET Assistant City Manager Glenn presented the Fire Department budget. Chief Hughes presented ideas and recommendations for his department with regard to cost cutting and revenue savings. The Fire Department reorganization was discussed. United Firefighters of Lodi (UFL) President, Stan Mall (Fire Captain) presented his concerns regarding the "understaffing" in the Fire Department. Chief Hughes indicated that staffing levels were such that all calls and CITY COUNCIL MEETING June 9, 1993 services were being responded to at the present Department staffing level. There will be two retirements which will be. _..effective September 1993. Chief Hughes has been working closely with his administrative staff to ensure :>.that staffing levels are adequate and that training and safety_. issues are addressed. CITY COUNCIL MEETII'G June. 10, 1993 1993-94 OPERATING BUDGET REVIEW CC -21 (b) COMMUNITY DEVELOPMENT DEPARTMENT BUDGET Assistant City Manager Glenn presented an overview of the Community Development Department's budget and outlined some of the reductions/additions in the 1993/94 Operating Budget. Speaking on the matter were the following: a) b) Frank Alegre, 2000 Edgewood Drive, Lodi; and Jim Griffith, Lodi Planning C u nissioner. Further discussion among the City Council and staff followed regarding the "ugly" ordinance, Community Development Block Grant' (CDBG) funding, and the number of building permits issued. FINANCE DEPARTMENT BUDGET Assistant City Manager Glenn presented a report on the Finance Department's budget and outlined the reductions, elimination of staff positions, and the restructuring of Finance Department operations and staffing. Council and staff addressed matters such as combining meter reading with Pacific Gas and Electric (PG&E), overtime of staff, incentive pay, a- ' multiple billing policy. June 6, 1993 4 TABLE OF CONTENTS Mission Statement and Summary Operating Services Administrative Services Purchasing Services Accounting Services Revenue Services Data Processing Services Field Services page 1 3 12 19 26 34 39 Non—Departmental Inter—Fund Loans 47 Lease Purchase Obligations 48 Property Rental 50 Debt Financing 51 Compensation Table 53 3 'a MISSION STATEMENT DEPARTMENT: Finance FUND: General Fund &^ %�• r,, "; £ i?'.A: ..;�;s.;. H .r. ..yr., �.�ahY;h ' 3;i.,h, ,,r- : �' sr'k>; y:w;y;5<h_ %, r„ ';<,S 'ur• :.: �:;W - c- „ .�:�`, n.�''.s?�'«'3.•,. `d�:.> � '�`'� x :;�•.<, rr,��,,'':frtP,r�%ri:;��vcr�4si�rc,, n"r �w� l; �x ,+� �p .• MISSION Miaios.wk3 June 6, 1993 I . The overall mission of the Finance Department is provide financial support and general support services to the citizens, customers and stag of Lodi by conducting the following activities: • Administration (8% of activity) • Accounting services (18% of activity) • Revenue management services (21% of activity) • Field services (18% of activity) • Purchasing services (13% of activity) • Data orocessine services (13% of activitesl Fern oano DEPARTMENT COSTS 1990-91 1991-92 1992-93 1993-94 1993-94 Actual Astral 8dtet 13adaet Recowsacade1 100 Personnel Services 1,549,015 1,647,039 1,622,145 1,521,900 1,521,900 200 Utilities & Communications 74,872 67,926 83,780 99,325 99,325 300 Supplies, Materials & Services 165,239 224,745 321,739 290,875 292,875 500 Equipment, land & Structures 12,713 52,749 89,859 9,700 600 Special Payments 10,619 7,784 TOTAL 1,812,458 2,000,293 2,117,523 1,921,800 1,914.100 Growth 10% 6% -9% -10% STAFFING SUMMARY Administration Accounting Division Revenue Managetnent Division Field Services Division Purchasing Division Data Processing Division TOTAL Growth DEPARTMENT GOALS * CUSTOMER SERVICE 4.0 4.3 3.6 3.6 3.6 7.5 7.0 7.0 7.0 7.0 11.5 11.5 11.5 11.5 11.5 10.0 10.0 10.0 9.0 9.0 5.0 5.0 5.0 4.0 4.0 6.0 5.0 5.0 4.0 4.0 44.0 42.8 42.1 39.1 39.1 -3% -2% -7% 0% To promote and foster attitudes, policies and procedures to treat citizens, customers and the businesses of Lodi as valued customers. * PERSONNEL RESOURCES ... To promote, foster and implement policies and procedures which promotes the professional development and growth of employees as the most valued resource of the City in providing services. * FINANCIAL RESOURCES "" To promote, foster and implement policies and procedures that: 1) ensure that the City's financial resources are protected, reported and accounted for in accordance with accepted accounting principles and practices; 2) ensure financial resources are used in i accordance with public policyasset forth bythe CityCouncil; and 3) promote effective planning and budgeting. S• n+ * COST CONTROL To promote, foster and implement policies, procedures and standards that el sure that services provided arc the most cost effective f + possible within the service standards and policies set forth by the City Council and City Manager. The methods include: les privitization of commercial type activities, contracting for services when a competitive market exists; performance audits by an independent audit firm; eliminating standards and policies which arc not cost effective; and exploiting new technology. :a ret 1 r BUDGET STATISTICS AND SUMMARIES DEPARTMENT: Finance INS r Or4f*ArttAtiffer4401.000::: 4S1frii,.411***' FUND: as BUDGETSTATISTICS - FINANCE DEPARTMENT 1 1 -4 Overtime Hours Overtime Cost Operating cost per employee i 4 Gmva Operating cost• per capita NO41 Average salary per employee Growth Salary per capita Growth MAJOR DEPARTMENT OBJECTIVES 44111 cmi Master bills * Utility Billing Enhancements Summary bills General Fund • Missies.wk3 June 6, 1993 Ok*Og; ,§gt:,:."W,4t/tatitti 1990-91 1991-92 1992-93 1993-94 Actual Actsal Budget BeIget 369 373 675 565 36,330 36,015 38,736 37,311 341,192 346,736 350,297 349,151 13% 8% —2% 336.01 338.07 339.81 336.13 6% 5% —9% 335,205 338,483 338,531 338,923 9% 0% 1% 330.78 331.35 330.50 328.61 2% —3% —6% 4-4 Customer appeal process and policies Billing vacant commercial accounts • Budget Processing Develop recommendations to link City's budget with City's financial reporting and audit (policies and procedures) • Meter Reading Explore with PG&E concept of combined meter reading • Systems Software Develop recommendation and costs for purchase and replacement of financial systems software (payroll, accounting, utility billing, cash control, miscellaneous accounts receivable, and accounts payable) • Purchasing Control ▪ Develop purchasing control policies and procedures .. FINANCIAL ADMINISTRATION DEPARTMENT: Finance ACTIVITY: t+ Administrative Semites FUND: " a 1/nom ;0”/: , :./ , General Fund 9394bed.wk3 June 6. 1993 ACTIVITY DESCRIPTION The Administrative Division is responsible for the city's financial operations in accordance with establish fiscal policies to include 'i purchasing, data processing, and parking enforcement on designated streets and lots; providing City Hall reception and switchboard services; providing central mailing and distribution services; and, coordination of customer services. Activity goals include: 1) quality customer service; 2) financial planning, reporting and accounting; 3) protection of city's assets from unauthorized use; and 4) efficient, •• effective support services The major activities include: MOM • POLICIES AND STANDARDS. Developing, recommending and implementing financial planning, reporting and accounting standards to ensure the City's resources are used in the most efficient andeffective manner in accordance with public policy. • ACCOUNTING AND BUDGETING. Coordinating preparation of the annual budgets, payment of the City's payroll and invoices; maintaining the City's accounting records; preparing and issuing scheduled and periodic financial reports; coordinating annual and special audits and reviews of the City's financial records, internal controls and operations; preparing cost allocation plans; and projection of revenues and fund balances during budget preparation and execution. • REVENUE MANAGEMENT. Billing and collecting utility service payments; business taxes and pet license fees, and other revenues and receivables due the City; managing the City's investment portfolio; and, developing and maintaining cost recovery programs. • SUPPORT SERVICES. Reviewing, coordinating, and directing support services, policies, and programs as to purchasing, inventory management, data processing, and programming; directing and coordinating City Hall reception and switchboard services; directing and coordinating City mail and distribution services ACTIVITY COSTS 1990-91 1991-92 19/7-93 1993-94 1993-94 Actual Actual Budget Badge. Recommended 100 Personnel Services 192,120 200,704 158,350 152,615 152,615 — 200 Utilities & Communications 1,440 2,172 3,500 1,200 1,200 300 Supplies, Materials & Services 15,375 67,654 81,255 56300 58,300 500 Equipment, Land & Structures 1,605 21,888 53 600 Special Payments TOTAL 210,540 292,418 243,158 210,115 212.115 Growib 39% –17% –14% 1% STAFFING SUMMARY Finance Director 1 I 1 1 1 Assistant Finance Director 1 1 1 0 0 Department Secretary 1 1 1 1 1 City Hall Receptionist 1 1 1 1 1 Temporary Positions (FTE's) 0 0.3 0.6 0.6 0.6 TOTAL 4 4.3 4.6 3.6 3.6 Growth 8% 7% –22% 0% - ACTIVITY OBJECTIVES & SIGNIFICANT EXPENDITURE CHANGES * 1992-94: Contract software replacement (5300,000 – not funded) • 1992-94: Prepare a City Purchasing Policy Manual and Information Systems Manual for City Council approval. * 1992-94: Revise the Business Tax Ordinance and recommend a new rate structure * 1992-94: Identify new revenue sources to finance essential city services and capital projects * 1992-94: Contract for sales tax audit (Hindcrlciter and DeLlamas) (516,000) * 1992-94: Develop Deparrtment mission statement, goals, objectives amd activity description �-. • 1992-94: Reclassify Department Secretary to Support Services Supervisor per City Council Resolution September 2, 1992 – 5% increase of 51,545 per year * 1992-94: Contract with Jones, hall, Hill & White for arbitrage calculation services – 52,000 per year 3 FINANCIAL ADMINISTRATION DEPARTMENT: ACTIVITY: Finance Administrative Services (continued) WORKLOAD INDICATORS Number of regular employees Number of temporary employees Items of mail processed Vehicles Authorized 1990-91 Actual 40 4 114,700 1 1991-92 Actual 39 3.8 116,800 0 1992-93 Budget 38 4.1 120,000 0 1993-94 Budget 38 4.1 120,000 0 9394twd.ut3 June 6. 1993 • • • • iv11-9 I FINANCIAL PLAN Arm uutxxr OVER --TIME BUDGET RCOUEST ounitn.uuNrr Fiance (Administration) ACTIVITY: Department Secretary Accouter NUMIUM: 10-050.01-101 --a— '-'-' ' ,'f>•.: ',' V, '14' nger''`,,V:......_1.,t4,,..2i'llei'aa....4.i.i.h1,:t.',...........4,: ::-,,,:, au.....tatazt.,;.;4:'. 'nor '.'"'it, '6.41,,:r.'7,71.:.i`e:::7.77:7FVF:r.., ....... 102 MortDlms mie.l ItlMS 121 123 1Y1,402 lin No°ratline esiathry Medicare ?ISMS Uneoplurnisst TOTAL (44 ...-Q) (9 (7) (II) T noolmoi s -r JM Tele Purpose Ovealsiat of liCelf11 Rd* Requencl Compensation ineuraix• (VISA ONLY) Instmanee P0-1:7-af-Ce-OffinE • • KequT .1. 0 .1.9.4V 1194.90 ...;,19 1 I L.--- 1 00.: ..1. 1410.1? 102.5A RPg0T DViff-gilCeUrlirl, Sporial Proner t • • 1 q - ,c) p 1 5 -74 ., 1 D o pt_ S ec_r_ct a r_y- -tiOz-L-LaCLIte 1 7 1 9_, '4 9: el 6 10 4232-24 -- i f.)T3II.ElaacInp.t.ary irmEnd Repo : I, 6 —11).--A II 1 - 7.4—.23,.- ----- Ina . .. , I 1 1 ei Ark (,wet1 1 1 1 1 i I 1 1 1 : 1 1 I 1 1 I I I i i I I I I I 1 I I i I I I 1 i I 1 NpkvilicLermitom: Ccluern 3; Type et overtire* required jrqular. ot. standby, CA -back PLS(. (Pits orgy). de Came n 4: 116 icuated melba of WIC•ilfle hem needed per type Jumn 3; 1 laxly wail.. rate (depended upon type of coati me) Cri wen 6: Multiply CARO 4 and 3 Caltann 7; Multiply the unmet In column 6 Wag the appropriate rata: See is oatmeal. awn tt: It 1he entailvyee it aubjeet to Medicate Imataince (liked Mier 3/14114), anklet:the amount le Column fty.S243 CAumn I. Mukipty the amount lo column 6 by the elketbra per* ran. PLSA applies onti to 12 boar atilt ample/an Column 10: Muklply column C by split oprlai e nee !toot rats athedult C,4,..n 11: AJ4 Lolumna 47, 0, I: sod 11 1 I773-94 1'INANCIAL PLAN AND UUDGUT PART—TIME/TEMPORARY REQUEST FORM l)UTA TMI:NT: Finance (Administration) Part Time Account Clerk to provide. ACTIVITY: leave covers a for Full Time Account Clerk •...�....................... .. .r1f°•:gaVaisit:.�,i�?z:;�'r�``;:a4tP;;;F.i:�'.eWdr''T.F."VEEIMWJV" Ni ,• • ACCOUNT NUMUft11` 10-050.01-103 WOO'. :SS "I:Ft 17tX n rR7:.,5.'C;.. 111 115 111 NearlyTotal Worker's Maker*. Uaemploymeat TOTAL Rate Requested Compeasa'ioa Iasutaaee Iareraace RI:QUCST (4), (S)(b)) (7) (1) (9) 10.28 11,439.20 2.838 1.87 h44a.gr Job 'Title (1) s�i`t. I iiA Account Clerk Est Time rorpose Utilized (2) (3), Provi rin 1 n:vn 140 coverage for Full T ` (Switchboard v(Ic_i �•�.0!L')_Jv_C___�.9J) nollany Leave ,}2 1_Q;lve 4J3 180 X 58% a 140 IIc_ r.r _only rpgunnt• i ng_com +rrge :or `iO';, or. Account Clerk's leave-- _0cp1t_"_ment- Serrpt-nry_wi 11 cover balance Srccific iutttaclioos: Tolstoi' lies Above Ii,439.2n Colima 1: Identify the lime reglated (11za.ple: 100 boors) Column 4; Use the appruprialc salary rate from tie put—lirellemporatyrater Cole wa 5: Multiply the arosatc is Coleman 3 sad 4 Cul' aim 6: Multiply tie aaoaat is Coleus 1 by lie applicable tale; Colas.■ 7: Multiply the automat ia Colossi 5 by .0145 if tee employee is subject to Medicare (kited aftcr311186) Cole .t■ 8; Multiply the ammo,' is Colima 5 by rate (adiuted ea separate rate aciedele for part—'lase persoaaeloaly Calors '): Add culautas S, 6, 7 aid 9 . NA 1-176-7 1 i7^.4-94 FINANCIAL PLAN ANL) 11IJ1)GIST FART-TIME/TEMPORARY REQUEST FORM 1)l?1'n1ITMISN'r: Finance (Administration) Temporary staff to process outgo mai. & provide switchboard relie nett V 1•I'Y: Job l it Ie 1 —Teiiiporary Clerk Spcci(ic la altoslioil: Cola ma :': Colum. 4: Columa S: Col.ma 6: Cols ma 7: Catania 8: Cola ma 7: Purpose (2) Prqf—e$5; onhgni ng mail/provide switchboard relief coverage ing 10-050.01-323 f covers a ACCo1JNTNUMIIIiK: o,,.Hee pp Est The Milked 13) Hourly Kale (4) jTota1 or Items Above Total Requested S) 8, 00 Identify the lime required (13sample: 100 lours) Use tIi appropriate salary rate from Ike part—rime/temporary rates Multiply the aaoaals is Celestas 3 sad 4 Multiply Ike amount is Colossi t by the applicable rale: Multiply Ike amoual is Colima $ by .0145 if the employee is s■bjecl to Medic/tre (kired after 3/1/g6) Multiply tke amoaat is Colama $ by rate iadicatcd on separate rate scledsle for part—lime persoaaeloaly AJJ cols mai 5, 6, 7 sad & 111 115 115 Worker's Coupe's/tilos (6) Medicare Iaaaraace 17) Useaploymcal TOTAL. 1 REQUEST (3) (9) u G ET l.;ONFERIENCE/TRAINING DEVAR11+11iNT: Finance (Administration) CIIIICKONLI Finance Director 314 Ilesisess Ltspease AcTIVITY: ACCOUNTNUMBER: 10-050.01 315 Conference Papease 3511 Traisieg & Valneseioe : . ,, .._.......!._:L:',.:, .::.",..1::::maAfkgat0.060•1:01: , atitatitiOW . • t -A, wastotytekvormA07,,_aviwtql-4,740-7f,7“;w7.. X rwsnrwrion VLariouS lkotidit•tion f.e Ow—of-3We U.parbas PURPOSE CSMFO Meetinas (6) $ OF1 1 1 0111131. 1 MILEA0 LON:IMO rnoirrs MEALS TRANS !STRATI: 1!XPCNSUS 1DTA. 120 120 TOTAL &ELMO C lUTAL CO3T 120 1093-94 OIiGET CONFERENCE/TRAINING DEPARTMENT: Finance (Administration) CHECK 01417. ACTIVITY: Ffinance Director 314 Easiness Expease ACCOUNTNIMIBEN: 10-050.01 315 Conference Expense 1 X Department Secretary 351i Training Education 1 .,-. • •.:,•,;:A.,..,04:',Witipyt***11,0V441,10tetftit. , VI ,, 1140117 Itl'STINATION DI'r' Cdiifornja california )1' ellitornio 1 Unknown w liiIi.1610orOut-e(-41skLvlu et AttOSB 11411.LODOINO Leacue Update Annual Leacue Meetini Annual CSMEn Meeting Nat'l Ass'n Executive Secretaries Yearly Conference TOTAL MILD 60 60 159 300 300 50 OP $ ioiiirtI NIGHTS 1 MP.ALS MANI REOISTRATP. ILNIT.10133 1 TOTAL 1 100 1 150 1 100 inn 1 250 1 50 1 700 1 I 100 1. 200 199 700 60 1 100 30 300 TOTAL MST 2,200 t i 1 11993-94 i3UUGCT CONFERENCE/TRAINING t 1 DEPARTMENT: Finance (Administration) ACTIVITY: I'xrI l! DF_____ M o n t: e r e v DP Lodi, Stkn, Sacto DP Lodi, Stkn, SactQ E13&SS S.J. & Surrounding { CHECK ONE 314 IIaaiaess L'tpea•e Finance Director, Department Se ACCOUN7'NUMBER: 10-050.01 3lscoate><eaeellapci$c & Account Clerk 3S& Tr/Wag / 1 dacatioa .v : u..e.�m, .��: g.« , T'^" 4t'.':d.,M' ,pix, °; "�34 R� ' �4•: �V. p :^::2s�: <�.'i<: .r�:5 ..b,.<'C:i< �Z.,. ,, <�5... r�Y'ot:•.. }` •�..,� r, y�; a.v. .. ...:.... .. z•>"4,:. ��'', ..iti>�>�...x.. ��i...�.#,r��,.�_;� �{�:zz'3` ^� ''S• `.A,,ip:�,>��`irx..3„�vi,az. w :#�� ,,�,'�"•;�d<...,�.�,:..: ...#. !?>Y �^ '.�. �.. ^"�;..�',... � ..,.>�,?�:�,�+t�Fi'.:•'4.. _,:�..„z,•„ :>.a.�::::.. �..i�t:�l`h;,.:e,.e..., s� ` ,,,tl.,.d. � . ,:....., s 3 • Or $ f 1 101113,13 Ut:i7130,11014 PURPQSU 1 MU.raon L0001t40 NrouTS 1 CMTA InvestmPnra 300 3 Professional Tr4inina Misc. Seminars Co S.J.Co. Trainina &/or 45 Center fmr Mgmr. DPT (1 ea.) • g Si mii1ar_s__ 4S I:r4 SS .;%.:1_ &SUxrounding CQ 1 )ua•livasn V. Qut—of—Sb<s Csp<n,e 1OTAL MU.tL108 Mr3MJ TRANS ItUOInitATU 1!XM!NSUS 100 1 200 1 100 1 700 120 1 120 u.0 400 5.x.0 2Q 9n 20 175 20 200 _____2E5 901,800 TOTAL COST 1993-94 Budget PROFESSIONAL SERVICES DEPARTMENT: Finance ACTIVITY: Administration Transaction Description Bank of America (safekeeping fees) Hinderliter, de Llamas (sales tc;: recovery) Kelly Temporary Services (Mail Clerk) Sympro (portfolio support contract) Total ACCOUNT NUMBER: 10-050.01-323 Expenditures 800.00 16,000.00 8,000.00 1,000.00 x5:800.00-' Note Hinderliter, de Llamas: Service contract 1,500 per quarter Estimated percentage charge for sales tax recovered 2,500 per quarter FINANCIAL ADMINISTRATION DEPARTMENT: Finance F''ND: General Fund ACTIVITY: Purchasing Services 9394004.v/1a June 6. 1993 �y ' ,'M' r ;{. 4,n. �. e, : v <y . •. - v��<. , .•. .r C.\�ti�`.� . .•rv�v: i �rii4K�.i .,"�+'nA,�•... y,Ci$jC?: fofC�•ei'_7!. `-` .�`$?�:S ytf .:Y.' �`MM'cg- :::vu°7d " y A c.. ?w ,`f :y- v%Y.: ,.m .:,.. t, 'w''J.'SnM:.'t;s +;.a'-:;,.w,u... �'.<��'_` ��%�z••i,"�', 4. <�».<>.. ��v,,.. , _.x: .. - ;���Y, .lk� -+F �x ACTIVITY DESCRIPTION — The Purchasing Division is responsible for providing centralized support services in the procurement of supplies, equipment and material as provided in City ordinances and other public polity; the warehousing and distritution of selected supplies, material and equipment; disposal of surplus supplies, material and equipment; and maintaining good working relations with city vendors and suppliers. • PROCUREMENT SERVICES. Manage the research. sourcing, bidding and procurement of supplies, material and equipment as requested by City departments in accotdance with public policy in order to obtain the best value for cost to the City. (65% of activity) • WAREHOUSING AND DISTRIBUTION SERVICES. Store, maintain and distribute office supplies, janitorial supplies, electric department material and electric department equipment; receive, inspect and distribute supplies, material and equipment ordered by the Purchasing Division. (20% of activity) • DISPOSAL OF SURPLUS MATERIAL, EQUIPMENT AND SUPPLIES. Coordinate the disposal of surplus property in accordance with public policy to obtain the best return for the City through competitive sales. (5% of activity) • ESTABLISH AND MAINTAIN VENDOR/SUPPLIER RELATIONS. Maintain effective working relations with the Lodi business community and other competitive vendors to ensure the test values for the cost; maintain listing of qualified, competitive suppliers and service contractors by supply or service class; and, negotiate terms favorable to the City. (10% of activity) ACTIVITY COSTS 1990-91 1991-92 1992-93 1993-94 1993-94 Actual Acral Bsdget Budget Reco..e•ded 100 Personnel Services 200,061 216,994 223,185 173,600 176,300 200 Utilities & Communications 8,919 8,147 9,610 5,495 5,495 - 300 Suppi es, Materials & Services 22,019 25,589 33,598 30,530 30,530 500 Equipment, Land & Structures 3,825 2,514 7,500 0 600 Special Payments TOTAL 234,824 250,730 268,907 217,125 212,325 Growth 7% 7% -I9% -2% STAFFING SUMMARY Purchasing Officer 1 1 1 1 1 Buyer 1 1 1 0 0 Purchasing Assistant 1 1 1 1 1 Buyer/Senior Storekeeper 1 1 1 I 1 Storekeeper 1 1 1 1 1 TOTAL 5 5 5 4 4 Growth 0% 0% -20% 0% ACTIVITY OBJECTIVES & SIGNIFICANT EXPENDITURE CHANGES * 1992-94: Develop a Purchasing Policy and Procedures Manual for review and adoption by City Council. — • 1992-94: Contract with consultant to evaluate alternative purchasing practices: 1) contracting with other agencies for purchasing services; and, 2) contracting with other agencies or private businesses for warehouse and delivery services. (520,000 — not funded) • 1992-94: Evaluate the use of a cooperative purchasing arrangement with other local agencies to lower price and administrative cost of purchasing. JCS FINANCIAL ADMINISTRATION DEPARTMENT: Finance — ACTIVITY: Purchasing Services (continued) WORKLOAD INDICATORS Purchase Orders issued Requisitions received Equipment items in inventory Issues Blanket Purchase Orders Vehicle miles on delivery vehicle Vehicles Authorized — Fork Lifts Authorized Ns9-90 Actual 1990-9/ 1991-92 Actual Actual 2 2 2 2 I3 1992-93 Budget 9394bu4.wk3 June d. 1993 1993-94 Budget 2 2 2 2 2 2 --1 —1 1993-94 )GET CONFERENCE/TRAINING 1)1. l'A It TM ENT: A CTI VI TY: v.xrcrott I ,ammimmel 1—. r r - Finance Purchasing _ ,IYA75TIMAYWIt$V440Wft POS CHECK ONE 314 Desiacsa Expcase 1 X ACCOIJNTNUh1DElt: 10.0-050.02 313 Coal thptase 3511 Trakiag & 114acsikvs 77arre157-47.'=77 t-406:,:ksW • - Wal OM Milt:MO LOW -IMO NI01113 __NAM CAPPO. & NUP MKULIbly woLkshopl„Jaaelings„ & programs (14 programs 20 each) NAPM - National Association of Purchasing Managers CAPPO = California Association of Public Purchasing Officers = NitionaTTOETEte of Governmental Purchasing TOTAL 1411.C.A0 . • _ ,,,Ii;.••14,ntr4 0..t—entoe MC.N.S TRANS k 1%11311t ATLI rxrr.N37:5 TOTAL -2.8.1Ja MTA. COST _280.00 - . -. _J___ .. 1_ . _ 1993-94 L /GET CONFERENCE/TRAINING Diil'AI1'? fiNT: Finance CiiV1TY: Purchasing I!.xrlNSI! / 01.371MATION I--. 1— I— ) I---" 1 CIHI1CK ONE 314 assiacss Espcasc ACCOUNTNUMUL'K: 10.0-050.02 313 Coatereace L'spcasc X 33$ Trai.iaa.t Ea.cativa ,__ _.. 1 1 I or 1 1 1 S OTIOTt � r — MILM.101S LOW ISO NWIITfMU'Y.S 'MANS atavism/in',Armes1 TOTAL I Annual CAPPO Conference, at which &pptaXimately 170 representatives of California public agency purchasing departments meet to discuss new ideas. resolve common problems, and study ways to better serve the public trust through improved purchasing methods. 1994 Conference: San Diego, 4 dans Serving as Vice-Chairmar of Product Exhibition, Tuesday, January 18, 1994 TOTAL MILCAO m.Luq.n 1.. Ov,••el-SI,u l!,p,n.. 400. 4 50. 1125. 225. I I I I ! i 1 1 1 I I I. I I 1 I I + 1 TOTAL COST 800.00 1_ . 1993-04 1 )GET CONFERENCE/TRAINING 91E Finance �,�c'ri,'rr�•: Purchasing NrW:•i: . I11S i1NA/lurl inow' L.._' Iffram-: 1—. 1--- J--- le • ACCOUNT NUMUIH : 10.0-050.02 c e ih 9; M¢•• t iii . :7+;i.Cj;r,:d . J yS'�v. t I dtt PIIRFOSI s CIIUCK ON13 314 Dishiest Pspcase 313 Cuaeeteace glpcate Tuialag 4t L'd■utw■ F,ts'^y' �.r s, ..0.3311 "k 71 1 Or MILSMIB 1.01)01M N1111171 Planning one seminar per employee x 4 employees TOTN. M16G0II /will." tied. 1.. ()01••(-$1.1. C.r.■n 100. Mfg f 1 I OTtu71 711 MIS Rlt1I Slit ATflrlfurs to TN. Ana. TOTAL. wsr 500.00 _.50D .0Q 1993-94 BUDGET SUPPLEMENTAL REQUEST REQUEST TITLE: DEPARTMENT: ACTIVITY: Photocopier Replacement, Purchasing Division Finance Purchasing ACCOUNT NUMBER: 10.0-050.02 CONTACT PERSON: Joel Harris, Purchasing Officer .:w;ty.• � + �:y l w, :e.7iay. /^r .,"t ;:':�'r; ",�r'.rA ", • :✓. yy .a .5$. ".'rr� �i:' Nr•>' ' "'i' k5*�G..wY $��4..'�"'.�!�� .W�Srti.�.ii:'.. A Cost Summary 100 Persossel Services 200 Utilities k Ceaaasieatieas 300 Supplies. Materials a Services 400 Deprreciatios (Eatcrprise Activities Only) S00 Equivocal, Ludt * Stractares ••••, • 600 Special Payacats TOTAL 1993-94 Ad4rDe1 FL...51XL_ Request Summary — Describe program, position, equipment, supplies, etc. requested. What will be accomplished and/or what are the benefits? If a new program, why is it needed? Does this reduce a backlog? Does this improve efficiency? Purchase replacement photocopier for Purchasing Division. Driving Factors — Why is this request needed? Existing photocopier in Purchasing is among the oldest in use in the City (the 11 -year-old 3M copier in Accounting is older); it has required 20 service calls during the past two years, has no capability for document handling or collating, and duplex copying requires manual intervention. Moreover, the original equipment dealer has gone out of business, and the current service provider has indicated that replacement parts are becoming increasingly difficult to obtain. With the number of RFQs, RF?s, and bid documents being produced and mailed each day to bid- ders, it is extremely important that the department have a reliable copier capable of making good -quality copies. In addition, with the elimination of the part-time clerk position in Purchasing, equipment capable of feeding and collating documents will reduce copying time for axictinv Marr Alternatives — How else can this be accomplished or what arc the consequences of not taking the recommended action? Lease -purchase arrangement could defer portions of the cost to future budget years; Failure to replace the existing unit could result in poor -quality documents being distributed to the public; contiru=d service calls may result in cancellation of the maintenance contract, increasing service costs; equipment failure would interfere with the d =pa rt ent' s ability to do its 'cork. / 416 Implementation — How and when will this change be imptctncnted? Iiow will sueccss be measured? Purchase, if approved, should be completed as soon as possible. Fiscal Impact Costs — What arc the start up costs? What are savings? Are there additional revenues? Purchase price of $7,500 includes installation and start-up supplies. Time savings will be realized in operations requiring collating of multiple -part documents (currently, all multiple -copy documents such as RFPs, RFQs, bids and specifications are assembled manually). Additional savings will be realized in reduction of wasted staff time and wasted supplies (paper and toner) resulting from paper jams, misfeeds, and incorrect exposures. On—going Costs — List all costs associated with this request, ie, number of personnel and benefits, equipment, supplies, etc. On -Going costs should aonroximate current oggratino casts. which are included in the 300 -series budget requests. TriTA Coats "• FINANCIAL ADMINISTRATION DEPARTMENT: Finance Accounting Services ACTIVITY: FUND: General Fund 9394b•d.wk3 June 6. 1993 .:5:. <•f 4/r}y/:'ryl:y•%„ /!Y/.:::,y. N/% ".%:: :%9%b/r+. : ybf wMX.n s'J. rM.v.... yy. i:NF.^- +r 'd %i:. f sY;/• 3`:" 42b•. w'.E'Y J 4'.i4'%Jaf7%ye fs",•: i}.k:".i.` � i `v �.Y.: :.or' .M,57..p .;:-,(1N'i' � ':C .Y% �7 w�' rr.:vkc.. .'+�:>.,:iti `�'' ,.. :/„�,,;, ; Y'%•%'!,3" % J�.., '���.`�,' � �:<.ri ,•t. 1. fi�xc:-7..o<??ka:.a �•�i,�� ACTIVITY DESCRIPTION r., The Accounting Division is responsible for the maintenance and control of the City financial records and books of original entry; preparation, analysis and publication of all financial reports required by the City, State and Federal governments; maintenance of records on issucd and outstanding debts; maintenance of cost accounting systems maintenace of fixed asset records; preparation of payroll and associated reports, and payment of invoices for mat_. fats, . quipment and services purchased by the City. • ACCOUNTING AND REPORTING. Prepare and distribute routine and periodi: financial reports. (28% of activity) • ANNUAL AUDIT. Assist City auditors in preparation of annual audit,prepare and distribute the Combined Annual Financial Report and coordinate response to the Management Letter issued by the City's auditors. (18% of activity) • BUDGETING. Assist in preparation and management of City's annual expenditure budget, publication of the operating budget and projection of fund balances, income statements and balance sheets (12% of activity) • PAYROLL SERVICES. Provide payroll and reporting services for City employees. (14% of activity) • ACCOUNTS PAYABLE SERVICES. Process vendor, supplier and contractor invoices in a time.y and accurate manner as prescribed by City policy and procedure (28% of activity) ACTIVITY COSTS 1990-91 1991-92 1992-93 1993-94 1993-94 Actual Attest It.d=et Budget Recoeaneeadtd 100 Personnel Services 231,145 268,957 286,815 289,655 289,655 200 Utilities & Communications 3,699 3,860 4,230 3,400 3,400 300 Supplies, Materials & Services 22,295 13,443 27,650 27,150 27,150 500 Equipment, Land & Structures 3,548 1,581 3,976 2,200 0 600 Special Payments 0 0 0 TOTAL 260,687 287.841 322.671 322,405 120,205 Growth 10% 12% -0% -1% STAFFING SUMMARY Accounting Manager 1 1 i 1 1 Accountant II 1 1 1 1 1 Senior Account Clerk 1 1 1 1 1 Account Clerk 4 4 4 4 4 Temporary Positions (FTE's) 0.5 3 0 0 0 TOTAL 7.5 7 7 7 7 Growth -7% 0% 0% 0% ACTIVITY OBJECTIVES & SIGNIFICANT EXPENDITURE CHANGES * 1992-94: Implement fixed asset accounting system * 1992-94: Submit Combined Annual Financial Report (CAFR) to the Government Finance Officer's Association and California Municipal Finance Officer's Association for evaluation • 1992-94: Publish City Operating Budget (52,000) • 1992-94: Estahlish contract services to microfiche payroll and accounting reports to he kept longer than 3 years. (53,500) - • 1992-94: Reclassify Senior Account Clerk to Accounting Technician per City Council Resolution September 2, 1992 - 10% increase of 53,070 per year • 1992-94: Train payroll clerk to American Payroll Associaucmn Standards for certification (5300.00) /9 FINANCIAL ADMINISTRATION DEPARTMENT: Finance — ACTIVITY: Accounting Services (continued) 9394bad.wt3 June 6. 1993 9. 4 4 .}�s ;nt ,.. s'<Rr�Ar•�q«�£:<4,.t,'1' WORKLOAD INDICATORS — Payroll checks issued Accounts payable invoices paid Supplemental budget requests processed _ Number of Funds General Jonmal Entries 1990-41 Actual 14,225 11,596 195 60 1,834 ao 1991-92 Actual 15,180 11,867 164 66 1,486 1992-93 Budget 16,180 12,167 160 66 1,500 1993-94 Beige, 16,000 12,000 160 65 1,500 93 1:93-94 I'INANCIAI. PLAN AND IIUDUUT OVER -TIME BUDGET REQUEST DEPARTMENT: ACI1VITY: _........,_.,:•-r,�^• ...,::.... ..• ., ..., ..... ..,...::,,,: • NTN[1Mt1JIR• 10.0-93.0..050.03-102 ::.:..:...:. .., .r.. :. ::•?.. <� ,..Q ay.k.n.,.yi,.y ., i i..., ax?� a,•.o. ro>v. ., .,�,`, ...,-0. ACCOUNT ., .,:.o >•.. '3?:., n �<'.'<.R• . <,, k•,;.SQ$r . � w .:+: >.. a �n ;;. v`, r ��rrs.�.>r�.•.n.�.r°� i•.. •�>v;R � ,1d� .. . ; .a _ �: .,"f"f��t � .L., .. •,, . , . e—�. ... ... ...;; ..... �: ��: Sk•::: ..i3�:,, s�X�. �.a�i 3: K';. .`.r,..�k.,�k. � r��'' $'> .:.t.$S, ;,r. .• �.. .. � ....: �.... �. .... . vf,. v$ ::.fro. ,.... ;: :: >::. ,.:;:,;: <,.: •:;as lob Title (1) Accost Clerk Senior Accoesl Clerk Pa rpos e (21 1arrotl orocessiec rdilisg, closis*,b.dte1 102 Jfoarly Overtime 111 115 121 123 Type of Est No Overlies Salary Worker's Medicare PERS Ueemploymest TOTAL Overlies of nears Rate Requested Ceapeasatioa I (RSA ONLY) Iasaraacc REQUEST (3) (4) (5) (6) (7) (8) (9) (10) (10) CP 150 11.57 1.735.50 8.611 0 0 2.261 1,746.43 CP 255 12.77 3,256,35 16.2E 0 0 4.23 3.276.87 TOTAL or, 17•I:MS Al 4,991.851 24.96 0.00 Specific les iris ctions: Colo mu 1: 'l•yl.e of overtime rcgsired (regular ot, slaadby. call—back, PISA (fire oaly), cic Cols ors 4: lirtinatcd ■'ebur olevertiee hours seeded per type Colo us 5: nosily overtime rale (depcede.t .pole type of overtime) Colo ea 6: Multiply Collars 4 aid 5 Coleus 7: Multiply the assorlet is colors 6 osis& the appropriate rates: See rate sc►edste Colour 6: 11 the employee is subject to Medicare 1 (liked after 3/1/86)• multiply the 'rout is Galena 6 by .0145 Cutsm■ 9: Multiply the +soust L colas' 6 by the effective persratc. ELSA applies only to 12 hoar shill employees. Column 10: Multiply colossus 6 by appropriate rate from rate schedule. Column 11: Add colonies 6, 7, d, 9, and 10. 1 0.00 6,491 5,021.30 i U)93-14:fSDGET CONFERENCE/TRAINING • ill:PAR'1•t.tliNi': Finance ACI'1VITY: Accounting I!XI9!NSC 1 Sacramento S.cramrolo 1 local local DESTINATION aGhkatloo 4v OW-of-51ttt 1!trtoat ACCOUNT NUM 13ER: 10.0-93.0-050.0 PURPOSE! 1 MILPw08 PERS/Public Agency Coalition 30 PERS update 30 CSMFO luncheons 6 yr 2 people 50 Payroll NI wings 20 CIIECK ONE 314 Dsaiseas P.apease 315 Cost L'sresse 352 Traiaiag do Ltdscalios .:4, yy k\ '•2•'t�• �. Y `,P'^�a.^,�`• «si'`y:, •,r..+`��p. fit: �i:ry it t � af.� .D 1 IOP 1 $ 1 $ OT1I171 1 LO DO INO M01t11 SEPALS TRANS RIIUISTRATI! PXMCNSI!S TOTAI. 15 75 120 15 SO 95 200 251) 15 1 35 0 n X TOTAL. MILEAGE 130 TV'tAL COST .S:1O i 71 '..1 l't.IZT:.1 Ern*: Fi mincc 7 1 1 ir ) 1 ItA01.61SP. 0 i iI Mon Icr cy area 1 ..... 11y...te.. 1 i I z ,ak 3 ; 1993-941:Y61D G ET CONFERENCE/TRAINING A C11 VI TY: A ccOunt log I 11 .. _ )1 1 1 . ACCOUNT NUMBER: 10.0-93.0-050.0 CHECK ONB I. 314 Bailees& Expense 315 Conference Ezpease X 3Si Traisinc & Education '7.47''VkgtanNOni 6 1 DESTINATION Ns 0 - - Si la • PURPOSE OFOA seminar League of Calif Cities OPOA $ MILEAGE L000 SO 250 2S 200 So ISO OOP 1 $ 1 10110J1 1 N101111 MI!ALS TRANS REOISTRATUI EXPENSES TOTAL 65 125 1 490 6S 200 ISO I 640 ISI 125 1 370 1 TOTAL 141LPAO 125 mutt. COST 1500 1 993-94fiDGET L CONFERENCE/TRAINING • 1)Ii PA RTM ENT: Finance CIIP.CK ONE 314 Basiacu Hipessi ACTIVITY: Accounting ACCOUNT NUMBER: 10.0-93.0-050.0 315 Coal Espease 35i Miming & II•lecatios X --,-.77.77..7..,..,;.,.....?...g7-?..,<2.$6..v.44,..,,:-.144,..,,t4.4o2:21.4wk..6.:...,,,zAdtw:,;:x myftOisT.RotivoWomel..A.W..42.&4z443?, ' Z'si,A*.AMp.W.48111:?gaarY,MN!r::%:co,:PcPi:,.ZM:=77 .i.,,k,z?.,sk.:1:: ':-Hr.- '..-:;2''''''."''.;C4W-4,7•1'4401;kg:'P',::• ../PAMK,MCIAM — OREKTIMN4dapogeilfiitx4TAWSNSVIgiOw5ffigt2323/22r' IffitaiaWT4w.i,le,;;.•:e.., w,,, . ..-.....,, 1 $ I *OP $ 3 $ 3 OTIIEA 1 11.NITUSI! I DESTINATION PURPOSE SOL P.A0 8 LO DO MO I MO UTS MEALS MANS RPATISMATE F.XPEPISES TOTAL t San rrancisco arca I American payroll Assoc class — Scottie SO 250 I 65 75 440 San hancisco arca I 0 FOA training class 50 175 I 60 75 160 ..__ ..__._ . .... Ju.t if 11•• (..* Outs eV- Simi • 1Upeast TOTAL MILEAOE 100 TOTAL COST 800 1 1993-94 BUDGET SUPPLEMENTAL REQUEST REQUEST TITLE: Equipment PARTMENT: Finance A J ACTIVITY: Accounting Division CONTACT PERSON: v:-ky McAthic -ICost Summary 100 ?trammel Services 200 Utilities a Coua.aicatiess 300 Supplies. Materials dt Services 400 Deprreciatios (Este:prise Activities Osly) S00 Eq.ipsiest, Laud & Structures 600 Special Payments TOTAL ACCOUNT NUMBER: 10.0-93.0-050.03 1 2.200.00 1 ti Request Summary — Describe program, position, equipment, supplies, etc. requested. What will be accomplished and/or • what are the benefits? If a new program, why is it needed? Does this reduce a backlog? Docs this improve efficiency? Accounting is requesting to purchase a Microfilm Viewer/Printer during the 1993-94 budget year. During the 1992-93 fiscal year, Accounting starting sending various payroll records out to be microfilmed in an attempt to "save on the vast storage space needed to retain hard copies of the records which we are legally required to retain. - 'We will be microfilming additional records during the balance of 1992-93 and in 1993-94. Driving Factors — Why is this request needed? Currently, we have access to the microfilm reader/printer that is located on the second floor of City Hall. However, if Finance is relocated to the Beckman building as projected. there will be a need to have a viewer/printer closer to ensure proper control over the microfilmed copies of records. Alternatives — How else can Ibis be accomplished or what are the consequences of not taking the recommended action? Alternative One: \Ve can continue to use the machine available on the second floor, however, this is not cost effective as far as staff time is concerned. In addition, we risk the possibility of lest or misplaced micritlm copies. ' tcraativc Two: ril, Ve can purchase a viewer only (at a cost of approximately S350.00). This would he a viable alternative if Finance is to remain in City Hail, :iowever, if we relocate we will be running to Civhall to view/copy. in addition, if we opt to purchase at a tatter date, then we will be out the S3•30.('O tt.:a could have been used toward the cost of the purchase of the viewer/printer. FINANCIAL ADMINISTRATION DEPARTMENT: Finance ACTIVITY: Revenue Services ACTIVITY DESCRIPTION FUND: General Fund 9394bud.wk3 June 6. 1993 The Revenue Division is responsible for the collection and custody of City funds, investment of idle funds, maintaining customer relations with the City's banks, sale of Dial -A -Ride tickets; utility billing for electric, water, sewer and garbage; customer services and information information for utility customers; business license and pet license administration and tax collection; and management of imprest funds. • BILLING AND PAYMENT COLLECTION. Prepare, issue, collect and reconcile utility bill for electric, water, sewer and garbage customers of the City; prepare, issue and collect miscellaneous bilis; and reconcile receivables. (63% of activity) • BUSINESS LICENSF AND PET LICENSE ADMINISTRATION AND COLLECTION. Prepare, distribute, enforce and collect - business license ordinance and taxes. Issue.innual pet licenses to pet owners . (9% of activity) • MANAGING CITY'S INVESTMENT PORTFOLIO. Ir vest and rr Nort to the City Council on the inverrnertt of the City's excess cash in accordance with the investment policies approved by the City Council. (4% of activity) • CUSTOMER SERVICES AND INFORMATION FOR UTILITY CUSTOMERS. Process turn -or.! an r terminations; and, respond to customer inquiries regarding city utilities. (18% of activity) • BUDGETING. Prepare annual revenue projections for the city budget and !'and balance projections; track revenues received; and prer--Te cash flow rep,;;.-ts (6% of activity) AC1 t IITY COSTS 1990-91 1991 -92 1992-93 1993-94 1993-94 Actual Actual B•dtet Ratite' Reeds waded 100 Personnel Services 334,456 357,597 343,900 355,140 355,140 200 Utilities & Communications 57,045 49,741 62,800 86,780 86,780 300 Supplies, Materials & Services 25,585 39,629 47,100 52,500 52,500 500 Equipment, Land & Structures 1,883 29,171 15,225 600 Special Payments 108 TOTAL 418,969 476,246 469,025 494,420 494,420 Growth 14% -2% 5% 0% STAFFING SUMMARY Revenue Manager 0 0 1 1 1 Revenue/Collection Technician 1 1 1 1 1 Senior Account .:ark 1 1 1 1 1 Account Clerk 7 7 6 6 6 Temporary Positions (FTEs) 2.5 2.5 2.5 2.5 2.5 TOTAL 11.5 11.5 11.5 11.5 11.5 Growth 0% 0% 0% 0% ACTIVITY OBJECTIVES & SIGNIFICANT EXPENDITURE CHANGES • 1992-94: Update business license tax ordinance and recommend a tax structure using grass receipts. • 1992-94: Contraa parking ticket collection (57,500.00) * 1992-94: Identify an automated cashiering system for replacement of existing System • 1992-94: Develop, recommend and implement policies to improve utility billing system, reduce costs and to improve customer relations • Summary billing • Five year billing and consumption history by customer/by account • Refund customer deposits who have establish good credit history with the City. • Evaluate benefits and costs to privitizing garbage billing and use of pay stations to receive payments • 1992-94: Reclassify Account Clerk to Revenue Collection Technician per City Council Resolution September 2, 1992 - 10% increase of S2,815 per year 7 FINANCIAL ADMINISTRATION DEPARTMENT: Finance ACTIVITY: Revenue Services (continued) WORKLOAD INDICATORS Utility bilis issued Utility customer starts and stops Accounts receivable bills issued Business Licenses Issued Pet Licenses Issued Number of Utility Customers ...�.5. _ .w,.... : •�„"` straitti;e.Si�'�aX:sss%'i u2C$•s'r%`�ia�^" 1990-91 Actsal 1991-92 1992-93 Actaal Midget 1993-94 Budget 271,669 273,4,4 275,322 275,500 13,452 12,722 12,425 12,500 900 900 4,103 4,139 4,150 4,200 4,020 4,300 4,500 4,500 22,650 22,739 22,907 23,300 a7 93941,04.1,43 June 6. 1993 993-94 BUDGET SUPPLEMENTAL REQUEST 1EQUEST TITLE: Equipment :ARTMENT: 1`%n4./1 J r •� •%%h f l�W. - LLCTIVITY: Account Clerk :ONTACT PERSON: 1)RvrS.1c.4. ACCOUNT NUMBER: /0. D °so. i�,c�;;0 «.�. .../< .^'S k'.. 3:'"' spvY,�c..Yw,:::' :•'S7 ..-r�,.Y.9'i:y.?�:2•'•�'i�:rp Y.krN- "�. 3R 1:.*'�o?��8����.+�'��''w:R.1°n°4�^�o-:�'::R:`3wr+q�•.Rk;3:�•..:.. ,.,.. , . . ��'.�,.� :40,.:4. _:�.`.�`:,,!;� � "y S�i' �i'.��,�� `�r ..ast Summary 1 100 PersosadSecvices 200 Utilities & Cesatateatiess 300 Supplies. Materials A Services 400 Depttested** (Enterprise Activities Oe1y) 500 Equipaeat. Laid & Structures 600 Special Paysents TOTAL NOM 1993-94 Add/Del Request Summary — Describe program, position, equipment, supplies, etc. requested. What will bc accomplished aadfor 'what are the benefits? If a new program, why is it needed? Docs this reduce a backlog? Does this improve efficiency? One additional account clerk is requested. Part-time hours are at 2320 hrs- fulltime person 2800 hours. Workload has increased and a full time employee will be employed daily which will also help to fully train and get more work done. Part time employees are at higher salaries than A -step for a new employee. With the additional employee part- time hours would not be necessary. .1 _[ 1 Driving Factors — Why is this request needed? New position person will be tested and should be'the best quaility wise person we can get. Part-time people have not been tested. Total dollars for additional account clerk with all benefits - $26,037.77 part-time dollars would be $24,805.45. Alternatives — How else can this bc accomplished or what arc the consequences of not taking the recommended action? One parttime employee will be going to Step D during this next year and one partime employee will be receiving Step B. ' r(j4 y/ //-/6 Z(' vh `,1Gt 1 /h ' 614 67 1SC /(/ i4 O bcv� f0 y' -� 61" oL Lh Gi' un 96 `'i h tdi' VK hiz 1 ' (12C Lt4 1 6e' i .4v/ U) '74 .4 v_5 1 1,9' hi' 4 law.:+ 1 ('t/" 1 �'� (ol) (au to (t) iSi 11Oifi sauexaul (A'1N) vsld) /sut I ul 1V.LO.L pam1000aar1 PHI asolP•!1 511 ./r/4 • (f/(M • 2 apIpogat ova warau aplaJoadde ,ii f camp) !)din"W :ol sm^rz is Lo,dva7tq•$LIe1.Ctoonpddsy 14 ULed sA 0JJ *rya Sq amps ul"meats egtlldlq^y( <uv^F:, cm' 41! us0I0imam •q1 tid111nes btrut Jar rum) aaasanaat amtpatq et pa(gna :t aaLgJoa 79111 :V 00.133�TOD•)apgaagssapusas:sapasppJoaddsptfotm$utaopatrypnoosagiLld,nnW Yoa^F:) P1w l• esntOJ LIJInnW .y aamFJ (avttw•o 1n *flit amain papuadap) spa *swam knoll ;S ovar+FO sdLtaad papaws vaoq saIU JO X.vanti pamals it ► u W FJ sat %kwoald)yy-td'gasq_pe,'AMY 'p/slob')paAnbaaalai i oJo*I(J :(uwnr;i MOuv Plat) dO 9vJAJ.I I 1 I 1 I 1 1 1 1 1 l, uei'madam* pa 'Wall 111 pulv'"0 "L00 • 101 x` a:>x;�.. < . •'< x ?ze.� ;vf .,. :.., v':�Y�g�ae Iti; :auuwn►i.LNr►ox)v 1,,y% 1 ''''r ll (1) X I I y1..".. `LI 1 Lit' IC'( y (5) 01 l(1 sp11 Lysol 1in svlua"O sml►w•O oN Pil N ad+(L dlwlolI i R,""7:)17.0‘.,ren f7cvy IrO/ oo!t.Supvt atiaad; UOTSTATa Or1U)AOci A1lnllw 4)DueuT,j .LND& 1V.1iXI iSJf1O3U 1JDa1111 74411-113A0 ,L110(IRII (NV 1.1V1J IVIDNVN W 1.4—((.6 1993-94 I'INANCIAL PLAN AND UUDOIIT PART-TIME/TEMPORARY REQUEST FORM DEPARTMIINT: Finance Revenue Division ACTIVITY: Job Title (11 /l re" 4rt2iL(/'/r /C rurpose 12) (.0 a SI -et S/0 vlOr,J.r(m _hire aro, I- (/r r P? 1) 51. p SI ff yr en I -r r,i /) r o1a „r/(/rr' /< (1) (/e r K R' (/r"/< C� /ctc�c41f LI/2C/ n f) 1st Tic Utilized (31 yon 200 6 s //n/id..s., r 91,ye •gra �C. _ _/GO ►r ^1-a'p IJILelAr + SIPKLPG ur, /40 S,0/' - Al (ever Car Sig" frar.r..r9 /6 ACCOUNT NUMIIflR: l)f '+1�:..�`' � +R `�a2;Cca ��'"�k.•'�au:... �'$:\' .y:r'H .. ,,.. ��, ?�� .�'��.. ,�4, 2222_ 111 11� r 115 r Hourly Total Werter's /idle ad Uaiitol`j'ieal TOTAL. Rate Requested (d) (5) 41. 99gt 5 74 `7'153.1i /I. 0IV? 326/.99 €1, 9.52' /59'7,ZY /1. oI'M 1,76.1-1.9 9%'?st= L67..vL Compeasatioe (6) S. 00 /4. a/9fd 176.341 9.9f 5.2C _ 2J 29 7j /92g Z 93ii. &re1'>'tC/ecK P (i .340p- J,envy tj rieGcaart' 1/60 Crt,fetA (/Li/< It-' 1) ;ion- 17e4 Lie Min /KL,nr( 72.0 Ar l (/We !D rs '..,) rf'(veteiS /, .nf (,'rr/ &. L) 5kf+- sub.?, v;% en, tet. -1.5 4+R YR 9 9 -1..47cI '/79 71 1 grrQppo>1 (ler ck p- 'special U+or/C rrvfc��fL /6 �4r(or,h4- (lfr1C ,�' 1) sl'er- 4rer/af tootle r.pr_,-s /6 I/. 0/982 I 5:29.95 g. r 9,,; //.01988 1. Immune. .r (7) 67.97 Y. y/ 31.1b 320 IL _. 1 113 25,57 32- Z.32. I . 5 .2, 56 isaaraaee (1) -r< 20 2J7 1. a$ /, 67.7/ 2,29 77g5.1. z/ /e'2- ZZ_ 23 /79 Y!. 413.18 13.06 2A 01,,,_,_ , .71r.e . //5,o5 /.0. ;1 s?2f.1`fx /5.97 96 06 6.9G 2.31 '2/ (ii r/C 0 8 p - 5 u( Prvisor yttrvi(tm I 31,0 9.q9,)4• q59.8. A9 7.10 Specific Iaatraetions: Cala Mn 3: Calm ■ 4: Coigne 5: Columns 6: Colson 7: Column $: Colne 9: ITotalofitems Above I i///34 D// Identify the time regsired ((::ample: 100 boars) Use the appropriate salary rale from the part-11ae/teaporary rater Multiply tie amuasts 1s Columns 3 sad 4 Multiply tie social is Colons t by the applicable rate; . 002 - Multiply the automat V Colua S by .0145 if Ile employee is sabject to Medicare (hired after 3/1/36) Multiply tke amoeal is Column S by rate indicated out separate rale schedule for part-time persoaael Daly Add column's 5, 6, 7 sad Z T4s 3/ i I I I 9Q,7; I 6413?b 1 57.99 1'//5!B°/ co 4 4 .„ 4 1993-94 BUDGET CONFERENCE/TRAINING 1'ARTM1INT: Finance Revenue Division ACTIVITY: IlXrPNSP. :4,/t/ .40y.VII vfts GM 7.:6 Atos. 71111 —7115 A CCOUNT NUMMI: 7/9 rnaTINAlloN 1 PURPOSII C.2i.f.Yrfr(,..il....:71//rIrt ;if 1 rreaSOrPIS its., - re:t4cvry— r:i.rlapce Inforpy•kox "5/2A2A/- ----- 211 , -5/1/ PC fa — 13i /)7,5 / r), 6 ?f/,r/.,r 'uf 2g' III' 7'24* !#- 1/0# /16.- „ CHECK ONE Expe 314 Businese 315 Coat x 3,/i/ ss n Es/pease 35i Tr:Alas & Etleestine I takaik0440$WWW.i': *OP SOMA MILISA011 LOWING MOOTS IOWA TRANS Realm/an /-iriftgi:s TOTAL. h- /Tree x (4 ( mefr, lo.iints •o for OW -of -Solo Capenst 4c•1eirry - %•• - •f/7 • •••.• 1 1 1 1 1 I I I i I I I I I I I 1 1 1 I 1 I I I .. I I 1 I I I 1 I I 1 1 I I 1 1 1 I 1 I I 1 1 I 11 1 1 1 1 1 1 1 .27 -- 1 .7.20 ,- 1 1 1 9. — TOTAL IWII.1!A011 TOTAL COST 1993-94 BUDGET CONFERENCE/TRAINING DEPARTMENT: Finance AcTtvlTY: Collection— Conference Expense ✓i Y ACCOUNT NUMBER: 10.0-050.315 �,.?,_. ., -i 3 ".0p��:,iJ,:,1,'r 'z�s; yii tq < lylsf:" :a.t n•.:, < i���:, 'sih .� ./- W>: eu,. . +. ?•.i� ■ r+.;f. "?efate' <. ..,llr. o ;k Ac•�.,'�s` ,C� y ,,[:' .K +ia7o,, ..�-i`v,: f>:: .5.., ::+.kit.�.a.; , •2:.:fa'*.<"2 .«. �Y' .l:S�f:', `SF>.k �'�.rA�,�i:r.�., ..., r_rrn Nsa! I Dl'STINAT1ON . 53/6- _ _3/1//'x/ ..!,/y! 3ij Pa//.7, (4161'4. 3L:5 'I• OA JusW4edq far Uai—.t—Sale 1!yaaaa 1 1 I 01 ►URPOS! MILITAOR LoflO*NO N101111 J99Y6)p'r)A,n,ryR / rot 4 7/l f,J•G,-.i 4) ''chth 13e,L ?4 ' -- 2 . _./ cape..' LG.ai11[,el 2112 k?L 1 s X 1 204/..°' Z 9 .<Avid to". -- 1 2yo,- 3 1 TOTAL MILOAO! 230,— ;i(4 - 1 MEALS CHECK ONi 314 IIeslic*s L:pceee 313 Coelcroece Expense 33* Taiaiag t l:Qecahioe 1 {OTTIf71 315 TRANS ACD ISIS! ATC 1!X►f!NSTS TO TAL 72P. — 7 - 1 1 1 1 1/9i, 1/3e.— TOTAL COST a 1993-94 BUDGET CONFERENCE/TRAINING DUPARTMLINT: Finance A CT1 V1TY: exrl!N!e • cki u / y Revenue - Training $c Education ACCOUNT NUMBER: /0.4-o;0. 35$ ;; •' ;'fine Y;s�3'�.:A,cgx'.�,.� �"'•�.+,�'��• �. �.h`i'�j .. � • .. � e. �..<.:..,. '.�. 1 .i. �.:��� Rad: .r, DPSTI NATION S1wb irn cr Fe+err,...r,,�u ow -.1-51m ky..n.. i i /-/4y c14a4l10,rol/h-n.niriy JI Iry 44 :INS Yrr . Sicr.h 1cr• Cr cfr %_ TOTAL, IAILCAOC 320 1 1 1 CIIECK ONE 314 ltuiaeaa Expense 315 Coal E pealc 35* Waiting 8: Education X • 00. S $ OTI1111 f .op $ $ LODOINO NW11TS URALS TRANS R1!O'STRATO 1!%ti!NSI!S TOTAL. 1 sto. — I I go, 6'r Lo. 1 7a' TOTAL COST /'ti:/.fAdJn ['""L /og> — - FINANCIAL ADMINISTRATION DEPARTMENT: Finance FUND: General Fund ACTIVITY: Data Processing Services 9)91brd rk3 June 6. 1993 ir— :a'r;Yy;;HD' m- :'� d,'Y:• .r".,s',<:, r.,w rx;Ssy$.'.-... r,,,.. /:. T'i:c;>txies;; '' ;ErM.r: .s.^ v.!=°e"<'s a .,eid��,'"v1�: .�l tere x:.bra,.r" "'.,,'t%i?s; r".'' ;i�::,:`>: ..::%g%. : R `Y'Ya ;f: `�••e�/ /, � ,:.� ,.. r.,wn.(a3kei'^�f.•^a�`.w.�;:�k�`.S36S.f�,aorfsuvr•;s�r..✓.vi.•..>r. ?� H .. i .r ...,..i:f'.io�::;I�:aa; . ACTIVITY DESCRIPTION ,.. The Data Processing Division is responsible for operation and maintenance of the Finance Department's central computer and Police Department's sub—system; maintaining application approved by the Finance Director, and assisting other departments on a time available basis with cernputer programa and systems maintenance. • CENTRAL COMPUTER OPERATION AND MAINTENANCE. Maintain and operate IBM AS 400 and AS 400 sub—system ' computer including peripheral equipment and applications software of the Finance, Police and Fire Departments, including contract maintenance services. User support limited to specific approval of Finance Director on a case by case basis. (20% of activity) ANNis • SOFTWARE MAINTENANCE. Maintain and operate software approved by the Finance Director for the Finance, Police and Fire Departments; and make programming changes to systems software as needed within available resources. (50% of activity) • OFFICE PRODUCTS SUPPORT. Provide City departments with access, support and training in the use of office products software and query capability on a time available basis. (5% of activity) • SOFTWARE SYSTEMS DEVELOPMENT. Within the resources authorized, enhance, design and implement software and systems to r • meet user needs as authorized by the Finance Director. Contracting for major software changes and purchase of "canned" programs is • preferred. (25% of activity) " ACTIVITY COSTS 1990-91 1991-92 1992-93 1993-94 1993-94 Actaal Actaat Midget Bs4Let Recea.esded - 100 Personnel Services 270,971 257,666 261,230 219,330 .219,330 • --- 200 Utilities & Communications 1,206 851 850 100 100 300 Supplies, Materials & Services 66,931 86,964 86,815 87,890 87,890 "" 500 Equipment, Land & Structures 1,852 68,091 - 600 Special Payments TOTAL 340,860 345,481 516,986 307,320 307,320 -- Growth . 1% 21% —26% 0% `w STAFFING SUMMARY - Data Processing Manager 1 1 1 1 1 Data Processing Operations Specialist 1 1 1 1 1 Data Processing Programmer/Analyst 2 1 1 0 0 Senior Programmer Analyst 2 2 2 2 2 TOTAL 6 5 5 4 4 - Growth —17% 0% —20% 0% ACTIVITY OBJECTIVES & SIGNIFICANT EXPENDITURE CHANGES a a 9.111 1992-94: Develop a "Summary Bill" for multiple account customcrs. 1992-94: Develop utility billing history — payment, bills, consumption, etc 1992-94: With Accounting Division develop and implement a payroll budget system by employee for pay and benefits. 1992-94: With the Revenue Division develop and implement an automated cashier and miscellaneous accounts receivable system (S15,000 — not funded). 1992-94: Lease of IBM computer, equipment. software — S56,800 per year 3'/ 7 FINANCIAL ADMINISTRATION DEPARTMENT: Finance me ACTIVITY: Data Processing Services (continued) • WORKLOAD INO!CATORS 1 'a, Work stations supported Computer Users Major software systems maintained Utility Billing Payroll General Accounting Business license Accounts Payable Police/Fire CAD/Records Building Dept Management •-• Major software systems implemented Police/Fire CAD/Records t ttt Building Dept Management 1990-91 Actual 93941ted.wk3 June 6. 1993 v?' :4478M-KEM*1rc &=g21fManv 1991-92 1992-93 1993-94 Actual Badge, Budget 77 100 131 131 234 234 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1093-94 BUDGET CONFERENCE/TRAINING DEPART/AUNT: (rt/G'C _ ACTIVITY: A 7L I:CrCNSE ACCOUNT NUMBER: CUBCY ON13 314 B..Leee arcane 313 Coefereaee Czpesee 331 TnLlen a E1ee4l1oa OPSi1NAT1OM/ PURPOSE r M=.RAO1 f ." 7:15 V I/1Cr Pe/ 01C '"I v11eA15'7474+2. ' tot% s oa.Crati •n h+ 004-.1-51tr V,.pr.u. TOTAL SAIL MAO e 1 V TAL COS T 1993-94 BUDGET CONFERENCE/TRAINING 1)EPAIt. TMEENT: FWQ/.(GC� ACTIVITA': ,4hL //t`SCC'•:S%i17 rrrerse fr DPATI NATION evaro3ts 1217)'%ch'. /r1NiWW/' 10TAL Mlt-PAOE Ju.O.,, .n i.. o,-or-:�.. r.ren.. ACCOUNT NUMBER: /0,0 —o54.66 ,ey. r5 4K. z,.. P•.lGl� X �. 'a'A'+.Tc�iO $S��u-,l�tYa�nkiP A •5. MILEA0II LODOINO /boo I 1 I I I I I ♦0P NIO NTS MEALS CIIECK ONII 314 Deataeae Espeaee 315 Coatc resce Espeue 351 Teals tag * Edecaltoa f $ $OTIII. 'MAW IOOI$1IIATE P.M NS P3 TOTAL x t -' .4, tic• — Ye,res —. TOTAL COST 1993-94 BUDGET CONFERENCE/TRAINING DEPARTMENT: F#66?o?C'• ACTIVITY: '- /if° .SS/ng" I!CI'P NM! ACCOUNT NUMBER: /d'.a 1 1 1 CHECK ONE 314 Daulaeu E pe.ae 315 Coafereace Siapease 35i Tral.I.i at L'J.:-atioa it yM:,. a3� 25- M .''s .$�.>A�."c��t�"s. VQ:?a�Tsi:..x°� $ 1 irOF 1 1 1 Surma )P.STINATON PURPOSQ MILPAOII LODOINO NIOIflS MEALS TRANS ROOI$1' AT! ILXI UNSIUS TOTAL _,2764t(-;rrc,c-5t . Sada. '/R .tic¢/ tcfc)cia-fres. ,deo /reto — v-f/uttise 6.5941-.S c/) 0-/9 �yrolK�i� + mod -5 1Ci�r(est{D, $5 iCC1& A.4ad'/C c�Yr .xY�lgttr. 4:2447 1 44"n — 1 roe....1 TOTAL MILPAoa Ia..t..tis. Iu. 0.1-.4-SI.10 Py.... TOTM.ODn .41:11:4 '� - FINANCIAL ADMINISTRATION DEPARTMENT: Finance — ACTIVITY: Field Services FUND: General Fund x .ns-TOW..Y . : ' . f;:>M1::%G�' 's;' ,; v..x :.:6yr..v: • .. p:_: :. = ,:�-...,�!.' 9394b18d..43 June 6. 1993 ACTIVITY DESCRIPTION The Field Services Division is responsible for reading the city's electric and water meters; service turn -ons and turn-offs; parking enforcement in designated parking districts; notifying utility customers of deliquent accounts; identifing theft of elect :city and water; delivering utility bills to Post Office; and responding to customer complaints on utility bills. • METER RE\DING. Read city electric and water meters and report meter reads to utility billing staff. (50% of activity) • ITTILIIY TURN-ONS/TURN-OFFS. Connect and disconnect customers based on applications for service, termination of service or for deliquent accounts. (20% of activity) • CUSTOMER SERVICES. Assist customers turned -off for deliquent bills and other complaints regarding utility services•, authorizing extensions on payment of deliquent bills; determining accounts to be sealed for non-payment; and, collection of deliquent bills. (10% of activity) " PARKING ENFORCEMENT. Enforce City's parking ordinances in designated districts (downtown, PCP, %chools). (20% of activity) ACTIVITY COSTS 1990-91 1991-92 1992-93 1993-94 1993-94 Actual Actual Budget Budget Recent Beaded - 100 Personnel Services 320,362 345,171 348,665 331,560 331,560 ^'w► Utilities dt Communications 2,563 2,761 2,790 2,350 2,350 300 Supplies, Materials & Services 23,643 32,926 45,321 36,505 36,505 J' 500 Equipment, Land & Structures 0 600 Special Payments TOTAL Growth 346,568 380,859 396,776 370,415 370,415 10% 4% -7% 0% STAFFING SUMMARY Field Services Supervisor 1 1 1 1 1 Meter Reader 4 4 4 4 4 Account Collectors 2 2 2 2 2 Parking Enforcement Assistants 2 2 2 1 1 Temporary Positions (FTE's) 1 1 1 1 1 TOTAL 10 10 10 9 9 Growth 0% 0% -10% OrAn ACTNITY OBJECTIVES & SIGNIFICANT EXPENDITURE CHANGES * 1992-94: Work with Electric Utility Department to develop energy/water theft control program ! 1992-94: Explore new meter reading technology to improve staff efficiency and reduce long term costs * 1992-94: Evaluate contracting meter reading of gas services 3G FINANCIAL ADMINISTRATION DEPARTMENT: Finance ACTIVITY: Field Services (continued) 6 ':": j,ti - ie : `aufAl...k�; e,2„,.:;:• -,'* s gOV's oG0ey::c,M .....'•.'SY,. '".' ." i ".,//"'.f.0, 1990-91 1991-92 1992-93 1993-94 WORKLOAD INDICATORS Actual Actual Budget B.4get Turn—on lTurn—offs 13,452 12,722 13,425 13,500 Seal for Non—Payment 778 936 963 950 ' ' Number of Electric Meters 22,650 22,739 22,800 22,800 Number of Water Meters 430 750 801 800 Persons Referred to Assistance Sen"ices 750 1,200 1,200 ° Vehicle miles 85,E 85,500 Deliquent Notices 15,321 15,939 16,404 16,400 Parking Tickets Issued 6,000 6,000 6,000 6,000 , ., Vehicles Authorized 9 10 10 10 Web iamb 41D 9394Md.101 June 6. 1993 1993-94 FINANCIAL PLAN AND HIMONT PART—TIME/TEMPORARY REQUEST FORM 17EPAH7•MIiNT: Pi A4:TIVI'1'Y: Field Servicer Job Title Meter I(e.rJrr�� Accotoofluclor ACCOUNT MINIM: -}. "x'• •:•Cw'°`; itti.�.»u: .�, .: `�l¢.l, b.l.k,c,Y. `L a. � � .. e;...v•��� :�<'. ,,. ). �`. 'w?:.:`a,: ,t>i�: # J •. .,:� )we,d�'il�w�.•`.t•.i, .,. F:_..�t :. �. %FF• .s.?.•`v�:..., ,e�::s.5.x:�:.. , �°•f �.,,,,.Y ` -�,. i`.�:. ,;i`•...ff a:^R; ....,, k. ��,,�f,,d�3e::.�a„ ..)..,°,{ a., ,..�-:.: .::.,. �-v, 4�� a .. .... ...... � .. ,.... •......., •". <�>a� c 3 ..'t6iZ'�!':1" _ - - . .)may=gip 115 Uscaploycsl TOTAL 1511 REQUEST Purpose (2) List Time Utilised s3) :�v Itic $nrttuctius Column 3: (:ulrna 4: Cunt no 3: Colena 6: (:ulama 7: Coto ma 8: Colons 9: 816 Hourly Kale 11184 111 115 Meditate 1 Total Worker's Kegsested Co.persatios (5) (6) 9,661.441 113.94 728 11.84 8,619.521 103.43 (7) (a) (9) 140,091 12.55 9.9.0 02 I 124.931 11.2) _8`849.11 1 r 1 1 1 Total of Items Above 1 11,280.961 ideality the tiac te1sited (liaaaple: 100 hosts) Use the appropriate salary rale frog !ho part—ti.eltcaporary rates Multiply the snouts is Colsass 3 aad 4 Multiply the amour is Col■.a t by the applicable rate: Multiply Ole snout is Colaaa 3 by .0145 if the employee is s■bject to Medicare (hired alter 311186) Multiply the aautat is Coluas S by rale iadieated on separate tate achedsle for part—tine pcnosael osly Add columns 5, 6, 7 arid 8 1 219.37 265.071 23.75 18.789.15 1993-94 BUDGET CONFERENCE/TRAINING t)t?PARTMENT: Finance A C:TI V 1'1'Y: Field Services 1001! HSI? • Reno. Ncv r MOD NATION PURPOSE Calif Public Parking Assoc Conference Ea crty Theft Conferee ce Oct 1993 i .inti-aiiou fue UW -nI-SI He L'cpcoae ACCOUNT NUMBER: 10.0-93.0-050.0 /AMMON TOTAL N4LCA0 R 0 f I 1 CHECK ONLY 314 Basiseas Espease 313 Coat Espeaae 3S$ Traialag & i.3dacatioa $.�.'O"..)�<ai <h�`�\Y its>{.>,`s:�3\j ;4•�?�+^��•�s�u x $ •O■ 1 $ $ LODOINO NIGHTS I MIAMI I TRANS RDOISTRATti 750 750 $ OTT REt t'XININSPA TOTAL 750 750 1 TOTAL MST 1500 J193--94 BUDGET IC2NfERENCE/TRAINING • 'A It TM ENT: Finance V ITY: Field Services Division DESTINATION San — Sacmucnto -------- 1--- I 1 1 PURPOSE (4) Train ing seminars — rarkiag ACCOUNT NUMBER: :0.0-93.0-050.0' TOTAL MILEAGE 0 CHECK ONE 314 Hallam Baptise 315 Coafercace Easocase 35& Ttaiaieg & Etacali°.•X• OM $ $ $ I01111! NIOMTS MEALS WAN$ It BUMIR ATIII EX renses 400 10 TAL 400 TOTAL 4.1)T 400 7 - "1993-94 BUDGET 1 SUPPLEMENTAL REQUEST REQUEST TITLE: Vehicle Replacement EPARTMENT: Finance 1 1 ACTIVITY: Field Services Division CONTACT PERSON: Duane Meacham 1 1 ACCOUNT NUMBER: 10.0-93.0-050.07 .s ..ff '� 3�, .: in,a•:.. 0..e'a?. V024%;WV,���t`:::A �5RWAWM.. .. , . .^. �c. a i' . Cost Summary 1 1993-94 100 Personnel Services 200 Utilities & Coma unuieations 300 Supplies, Materials & Services 400 Deprteciation (Enterprise Activities Ouly) S00 Egripeness, Land & Structures 600 Special Payssests TOTAL Add/Del 1 12,000.0( 12.000.0( Request Summary — Describe program, position, equipment, supplies, etc. requested. What will be accomplished and/or what are the benefits? If a new program, Irby is it needed? Docs this reduce a backlog? Does this improve efficiency? Replace meter reader Vehicle # 14 1984 Plymouth Reliant — 60,000 miles Driving Factors — Why is this request needed? Vehicle #14 has major engine and transmission problems. Expense to maintain could exceed cost of replacement. Alternatives — How else can tbis be accomplished or what are the consequence_, taking the recommended action? FINANCIAL ADMINISTRATION 9394bvd.rk3 DEPARTMENT: Electric/Public Works FUND: Electric & Water Fund *. ACTIVITY: Inter -Fund Loans June 6. 1993 y..iiNo;"v�"%b:•F 'lei .ti :..SS::,n. tfi::r2f:". .; '; �wkzi �i=:vS%:• ..d`.: •.:,;.,; �� ^'.:5.i �1:f':.• r8!i>: :�11,,,a. d': -.��<� ....{K �«^ai. \�? s"• "'7: :r; .7i. �••.=;�_5:�.� '�.: :�>w�>i.2:,..,..'$vn(K:t's�•,^,.!��'..'r��rigel, ACTIVITY DESCRIPTION Mae California Department of Water Resources Loan (S4,758,000) The City entered into an agreement with the Water Resources Board to finance the construction of water filter systems to meet safe water drinking standards established by the State. The bond is secured by a pledge of water revenues Commenting October 1, 1993 semiannual payments of 5174,000 at 3.41% is due through the year 2014. Water Utility Loan ($1,000,000) The City's Water Utility entered into an agreement with the Electric Utility that was approved by the City Council on Fcbruary 1, 1989 to borrow SI million for 5 years for capital improvements The loan is secure /water revenues and is repaid at a rate representing one-fifth of the principal witb interest equal to the City's current return an investments beginning July 1, 1990 and ending July 1, 1994. Capital Outlay Loan (5250,000) The City Council authorized the City to cntei into an agreement on May 2, 1990 with the Electric Utility to bora. w $250,000 for 5 years for the purchase of property at 217 West Eun Street. The loan is secured by general fund revenues and is repaid in a/t amount of one-fifth (1/5) of the principal plus interest in an amount equal to the City's investment earnings ACTIVITY COSTS 1939-90 1990-91 1991-52 1992-93 1993-94 Achal Acle) Actual Budget Had=et Water Resources Loan 628 Principal 0 0 0 0 335,200 627 Interest 0 0 0 0 11,426 -• Water Utility Loan Principal 200,000 2(0,000 200,000 200,000 200,000 699 Interest 125,091 63,000 33,000 18,000 9,000 Capital Outlay Loan Principal 0 50,000 50,000 50,000 50,000 699 Interest 0 23,333 11,000 6,750 4,500 TOTAL 325.091 337,333 294,000 274,750 610.125 Growth SOURCES/USES Water Resources Loan 987 Water Fund 0 0 0 0 (346,626) Water Utility Loan 987 Water Fund (325,091) (264,007) (233,000) (218,000) (209,000) Electric Fund 3325,091 261,(XX) 233,000 218,000 209,000 Capital Outlay Loan 987 Capital Outlay Fund 0 (73,000) (61,000) (56,750) (54,500) Electric Fund 0 71,(0X) 61,000 56,750 54,500 FINANCIAL ADMINISTRATION DEPARTMENT: Various FUND: General Fund ACTIVITY: Lcasc Purchase Obligations 9394Aad.wk3 June 6. 1993 • :t.K;G:fi;sL<: �� . .�'�0..5..✓c� • ::y,%�%n-�SQ=rn. , ah.0a „•,�9. �Y ' :.::%`:c;s `•/+n f ..S:Es<dt fix: ..am .. �.-•....i.� ,,..r..� .. - ........, Jy, ....''. y.�..Y.o?... w....r �yy,/ _ . . :. .. ....-: .. ...r •.�.`:'�:�::�'6_"�;r`•'6!dG::S:i9`).d'''�'r%A:i::C" ..... .. .. ."n:�>:..i.`.<•:,�w"f<'7:Y. ....\:: ttr.},P:"nsr:: 3.J.f ACTIVITY DESCRIPTION Lease/Purchase of Firc Truck ($338,908) - The City entered into a lease/purchase agreement on June 1, 1990 with Federal Signal Corporation, Oakbrook Illinois to acquire a Fire Truck with 75' ladder. This lease is securc 1 by General Fund revenues and is paid over 5 years with interest of 7.49% per annum beginning August 15, 1991. — Lease/Purchase of Fire Truck ($213,175) The City entered into a lease/purchase agreement in October 1992 to purchase a 1,500 GPM Fire Truck to be delivered not later than July 29, 1993. This lease is secured by the General Fund and is to be paid over five years at an interest rate of 5.81% per annum - beginning November 1993. Lease/Purchase of Computcr Equipment (S61,243) The City entered into a lease/purchase agreement September 5, 1991 with International Business Machines to purchase computer - equipment for the Police Department. This lease is secured by the General Fund and is to be paid over 5 years at an interest rate of. 7.40% per annum beginning September 1, 1991. Lease/Purchase of Computer Equipment ($170,020) - The City entered into a lease/purchase agreement on March 18, 1991 with International Business Machines to purchase computer equipment and software for the Finance Department. This lease is secured by General Fund revenues and is to be paid over 5 years at an interest rate of 7.42% per annum beginning July 1, 1990. Lease/Purchase Emergency Generator (S78,873) The City entered into a lcasc/purchase agreement on February 28, 1988 with Caterpillar Financial Services Corporation to purchase an emergency generator for the City's public safety building on Elm Street. This lease is secured by General Fund revenues and is to be paid over 5 years at an interest rate of 7.50% per annum beginning July 1, 1988. Lease/Purchase Street Sweeper ($104,274) The City entered into a lease/purchase agreement on November 24, 1986 with FMC Corporation to purchase a street sweeper for Public Works. This lease is secured by General Fund revenues and is to be paid over 5 years at an interest rate of 7.86% per annum beginning December 1, 1986. (Paid 91/92) Lease/Purchase Street Sweeper (S89,098) The City entered into a lease/purchase agreement in December 1989 with FMC Corporation to purchase a street sweeper for Public Works. This lease is secured by General Fund revenues and is to be paid over 34 months at an interest rate of 8.42% per annum beginning January 1990. (Paid 92/93) ACTIVITY COSTS 1939-90 1990-91 1991-92 1992-93 1993-94 Actual Actual Actual Gadget Beate, Fire Truck (S338,908) 625 Principal 0 0 46,688 50,185 53,944 624 Interest 0 0 20,307 16,810 13,052 Down Payment 0 67,782 0 0 0 Fire Truck (S213,175) 625 Principal 0 0 0 0 0 624 Interest 0 0 0 0 0 Down Payment 0 0 0 0 42,635 Computer Equipment Police (561,243) 625 Principal 0 0 7,572 9,319 10,033 624 Interest 0 0 2,635 2,930 2,216 Computer Equipment Finance (5170,020) 625 Principal 0 24,557 27,393 29,5J2 31,773 624 Interest 0 10,620 7,784 5,675 3,403 FINANCIAL ADMINISTRATION DEPARTMENT: Various ACTIVITY: Lease Purchase Obligations ACTIVITY COSTS (continued) FUND: 1919-90 Actual 1990-91 Actual General Fund 1991-92 Actual 1992-93 Budget - Emergency Generator ($78,873) 625 Principal 14,465 15,589 16,801 18,107 624 Interest 4,387 3,263 2,051 745 0 - Street Sweeper (5104,275) 625 Principal 624 Interest Street Sweeper (S89,098) - 625 Principal 9,894 24,967 27,413 12,119 0 624 Interest 2,481 4,733 2,287 256 0 TOTAL 52.082 172,365 169,452 145,647 157,056 - Growth 231% -2% -14% 8% 9394bud.Mk3 June 6. 1993 1993-94 Budget 0 17,894 19,352 8,353 2,961 1,503 168 0 0 0 0 SOURCES Fire Department --- Fire Truck ($338,908) 0 67,782 66,995 66,995 66,996 Fire Trude (5213,175) 0 0 0 0 42.635 Total 67,782 66,995 66,995 109,631 Police Department - Computer Equipment Police (S61,243) 0 0 10,207 12,249 12,249 Finance Department Computer Equipment Finance (S170,020) 0 35,177 35,177 35,177 35,177 - Public Works Department _. Emergency Generator (578,873) 18,852 18,852 18,852 18,852 0 Street Sweeper (S104,275) 20,855 20,855 8,521 0 0 -.. Street Sweeper (589,098) 12,375 29,700 29,700 12,375 0 Total 52,082 69,407 57,073 31,227 0 TOTAL 52,082 172365 169,452 145,647 157.056 FINANCIAL ADMINISTRATION DEPARTMENT: Non— Departmental — ACTIVITY: Property Rental °?%"^nsMaWAl.3%71.M.'f�rYi{''l..i.^�'. .{�':?k*S.. e .'4,V.."47-.• ;Va; let ACTIVITY DESCRIPTION FUND: General Fund 9394bud.wk3 June 6. 1993 -- The City entered into a 10 year rental agreement on August 21, I992 for property known as the Beckman Building on Pine Street for the expansion of City HalL This is an obligation of the General Fund and under the agreement one year's rent was paid in advance on September 1, 1992 (S59,908.80). Beginn;ng September 1, 1993 payment is due monthly b the amount of 54,992.40. ACTIVITY COSTS 600 Special Payments 0 0 0 59,909 49,924 SOURCES General Fund Non—Departmental 0 0 0 59,909 49,924 1929-90 1990-91 1991-92 1992-93 1993-94 Actual Actual Actual Budget Budget FINANCIAL ADMINISTRATION DEPARTMENT: Non -Departmental ACTIVITY: Debt Financing FUND: Debt Service Fund 9344sud.u.k3 Jute 6. 1993 .3/,;_;,,,. ^ u K. h or8r.�v.l: ..F,,•r '�ye:.ewr.€.:.:<2ek"" :.�#% <i:�i�:.y:Y .lvv: .Q,. s:.�.»::.�.s �;:� ,� :_v: ;',�xxg'�„��`:�;?.`'1.'.'�yaa�Fa��%'�%>�`a�i��:fx:.;�.v4-;,%.::iR,!�`.;`�;>.sXn�'.�"eo>�H�'.<,»�<...�x �«.2`��,.,:�>":3xs�,..%$''����.F��°v^�.'+..a°4�„� ��, ACTIVITY DESCRIPTION Long-term debt payable of City is comprised of the following issues -- 1965 Municipal Improvemetst Bonds - Series A (35,500,000) These bonds were issued to finance the construction of sewer and drainage facilities plus a public safety building. The bonds arc secured by a pledge of property tax revenues. Principal is payable annually through October I, 1995, with interest. 1965 Municipal Improvement Bonds - Series B (3740,000) These bonds were issued on May 1, 1969 for construction and completion of storm drainage improvements The bonds are secured by a pledge of property taxes. The annual principal payments, with semiannual paymcnt of interest ranging from 4.50% to 5.25%, are payable May 1 and November 1 through 1994. Special Assessment District Bonds with Governmental Commitment (UDID 5388,720) (Turner/Cluf(3485,000) The City is obligated under the terms of the Lodi United Downtown special assessment bond indentures, in the absence of a.ty other bidder, to be the purchaser of property upon which any special assessments arc levied and arc delinquent. - Certificates of Participation (311,170,000) Certificates of Participation in the amount of S 11,170,000 were sold in December 1991 to refinance the 1988 Wastewater Treatment Plant Expansion at a lower interest rate with approximately 51,400,000 of additional proceeds. Principalis payable annually August 1, beginning 1992, in amounts ranging from $330,000 to 5760,000 with final payment due August 1, 2026. Interest rates range from 4.50% to 6.60%. Arbitrage Rebate The Tax Reform Act of 1986 requires local agencies to rebate investment earnings that is greater than interest expense to the federal government at the end of each 5 year installment period. As of August 1, 1992, the City has accumulated excess investment earnings total:.tg S134,979 for the 1988 Certificates of Participation. Payment of earnings is duc August 1, 1993. ACTIVITY COSTS 1949-90 1990-91 1991-92 1992-93 1993-94 Actual Actual Actual Bee ice Budget Gcncral Obligation Bond 625 Principal 275,000 290,000 295,000 310,000 325,000 624 Interest 71,535 61,W 50.353 43,638 32,288 699 Fees 406 245 286 250 250 Special Assessment Bond 625 Principal 85,000 120,000 125,000 250,000 30,000 624 Interest 95,946 59,215 50,278 40,715 21,575 699 Fees 2,526 2,534 2,528 2,523 2,400 Certificates of Participation 625 Principal 100,000 105,000 330,000 120,000 110,000 624 Interest 707,813 697,432 854,440 717,815 705,690 699 Fees Arbitragc Rebate 699 Excess Earnings 169,979 TOTAL 1,338,526 1.335 781 1,707.855 1,484.941 1,397,182 Growth -0% 28% -13% -6% SOURCES Gcncral Obligation Bond 987 General Fund 172,697 176,109 172.316 177,235 180,353 987 Sewer Fund 174.544 175,491 173,323 176,653 177,185 Special Assessment Bond UD1D/turner Cluff 183,472 181,749 177,806 293,238 53,975 Certificates of Participation 987 Sewer Fund 807.813 802,432 1,184,440 837,815 815,690 Arbitrage Rebate 987 Sewer Fund 169,979 ---- --------------------- - ---------- TOTAL 1.338 526 1335,781 1,707,885 1.481,941 -_____ 1. 97.1_2_ 6-7 - FINANCIAL ADMINISTRATION DEPARTMENT: Non -Departmental Dcbt Financing - ACTIVITY: ACTIVITY: DEBT BALANCE General Obligation Bond Beginning Balance Current Balance Special Assessment Bond Beginning Balance Current Balance Certificates of Participation n. f / FUND: Debt Service Fund 1919-90 Actual 1990-91 Actual 9394bed.wk3 June 6. 1993 1991-92 1992-93 1993-94 Actual Budget 8sdget 2,065,000 1,790,000 1,500,000 1,205,000 895,000 1,790,000 1,500,000 1,205,000 895,000 570,000 800,000 715,000 595,000 470,000 220,000 715,000 595,000 470,000 220,000 190,000 Beginning Balance 8,917,483 8,834,348 8,746,213 10,670,598 • 10,550,598 Current Balance 8,834,348 8,746,213 10,670,598 10,550,598 10,440,598 Arbitrage Rebate Beginning Balance 0 68,529 97,048 134,979 169,979 Current Balance 68,529 97,048 134,979 169,979 35,000 AMORTIZATION OF DEBT General Obligation Bond 1993-94 1991-95 1995-96 1916-97 Thereafter Projected Projected Projected Projected Projected 625 Principal 325,000 280,000 290,000 0 0 624 Interest 32,288 19,950 10,150 0 0 Special Assessment Bund 625 Principal 30,000 30,0)0 35,000 40,000 85,000 624 Interest 21,575 18,695 15,785 12,355 12,870 Certificates of Participation 625 Priacipal 110,000 110,000 115,000 120,000 10,385,000 624 Interest 705,690 700,3` 694,855 688,817 13236,822 Arbitrage Rebate 699 Excess Earnings 169,979 0 0 0 0 TOTAL 1,394.532 1,159,000 1,160,790 861,172 23,719,692 Growth -17% 0% -26% Ea 5; F 7 i 8- 0 iJ NE r'AY11O11 BUDGET 1993-94 ES ;ill -ll_r3iix HMI 5555 888888 555'255; 3p3f 5525:2 925525 3 ;Oft AK R6;;INl81 595cR 43i 9 11;_ 1139 32t2s 1211§ 23122; 1111"5 R R A= 131::1 Rqq1fff;R= Era ;;;;;Z f R 111:1 f!ef31a3 MP 232fa 33;52; Min !Patin ' s ;in n Mi 33719 ;111;41 3353;93i Ifni 1351;3 1113;i 9a 44 = ; 51551 sl?m fi 4�9 5 3 :1 2 2 5 :1 23 s 2 HI; AMA; WPM 3;3al um; AMA; Q f s i 3i R R 8 5 �1 f f;^ X f f b f a 8 8 A f s f f f a 8 i f 8 t i[AL %ita ,i 11!illt! it'Ri Sr.Sc@&F -a ;;;; sss: :ssssg azsss: :nut suss: sssss 1:r2 _ 8 _ j 2 5 2 5 5 8 5 3 5 5 5 3 2222 555552 8888s9a8 88858 532552 233252 a� 55 5 5 5 3 5 428R ?i1d; 3c -i c, as-ce l3110 " R 8 E 8 8: 3323E3!1 R 7 t 7 C 7 HIM !ALS gBza'5 39ie555 5 3r HI7 R H ;ma, a A■ a MUM 7 ; R ! i R R ; WAN 2 -44 INTI 20117.228.15 � d 11 i _s 7{ Y 7( Y 8 R R �( u 1 x a .: 5 t. gx dEg1 A4..,.b.11o• 8 i Ing 221 .b k Via' x]gl is 3 I! err y O C �� 8288itm 8 t:40n; COL I1C77DNS (4 [OR 7 3 7 .�i 8 1.01 1 ..-'KOLL OUOG ET 1993-94 ANNUAL MONTHLY 40-9EE1LT %W. 6D 01l1< 121 NAME OIXVIATlON SALMI LALMY SALARY AUTO 1/219219 ALLOW INCINT ADLV CIV 110 DENTAL OPTICAL 111140 NO 04101`3& 0011 DISCOM'Ufl122 VNIMILC LTD 1[JUND TMJ 31 •I 9I 31 q 10 IDI 19 121 111 115 114 111 111 115 41 41 171 41 D1 IN Cosmos** 44 ),r LD SS.AVI,:t5 2 4 1 7 : I4ALIN . F,404CFM!M : 1 1.1P2 100 .7'04 111(1':r171,M . M.A 11:1'714.3 . SAIL re ACCIOV(72COLL9.TOR 21,04130 1.4473 (1312 030 830 4.1314 1733 1113 1369 640 4,31.0 711.711 131 2731 34.33 ODI 1104111 54E71110A001 72.17(72 (700.21 10740 20030 1030 4139 10710 OM 290 6r... 111U/ 1941 %9 NZ 19.3 OM 1441011 1117731IADER 27.71(72 110031 140140 10030 1030 03110 10233 um *AB CM 01147 ALC 11.9 344) 2914 19 394301 HELD 1Elt('ICTS wrFAVIX71l KM% (0703 (1L) 040 13372 933 47319 939 MS 9064 610 e SAY. 630 73344 11.77 17340 09 *9735 AOCOV0130311.1C100. 24.04133 (4613 110.51 69 109 69 21110 71331 12140 . 601 MLO 74(74 1.3 1711 3311 1019 16.84.31 METER 3Wel 21.71172 1410037 140340 7914 NM 43230 70733 IUM 0111 • ala 733117, 630 MA 907 013 033 11.843? 147TD1 O EADOI • 518113 LWWM 130731 109 914 41311 11100 71344 11401 1920 03411 MC 141 7740 (3032 CO 9143.20 20410740 1701340 1.3737 19 X7030 4.9 600 (1172 439 21/339 (79.9 454.14 69 10718 2*341 70.12119 (3333 491E 20e..9 )01474 24M9 11..3711 IM5NG E1400CT21TX1 A4)9TA42 23.2:(9 (3(11 410.03 1914 291 11914 333 0121 .143 010 143.9 4¢9 149 127E 0011 0.9 31.1131) ?41C749 EN7(*CFJ24•ITASSDTANT 11^39 (91131 4143 9033 979 C339 1733 53144 171! 6a 7331.9 4333 719 WO 73011 070 37.143 loan 4.919 14409 030 (4033 433 030 Q9 33130 4140.9 701/1 1411 633 71164 140 729.21 157135 t%33 43.14 13113 09 14419 FSTIMATID 01'1111141 (17.132/ 4444111 444824 420030 1/930 131 130 445311 12914 1731114 13,19.8 1470.70 1930 9.111.11 9.19.9 874911 13141141 4071.9 LSILI) 14 9.31 4.14.9 (7n.1M3SI 5.41.0 1111 1141 7.11 (91231 i I 1 r 1 1_2 71 k..I ; .3