HomeMy WebLinkAbout01/05/20151.
2.
3.
FINANCE COMMITTEE
January 5, 2015
5:10 p.m.
Harold E. Getty Council Chambers
Roll Ca11: Members: Chairperson Carolyn Cole
Vice Chair Steve Schmitt
David Jones
Approval of Agenda, as proposed.
Approval of Minutes of December 22, 2014.
NEW BUSINESS
Travel Requests
Amount not
Name & Title of Personnel
Class/Meeting
Destination
Date(s)
to Exceed
Steve Carey & possible second
instructor
Confined Space Rescue
Albert City,
IA
1/1/15 —
1/7/15
$665.00
Investigators Nick Berry & Joe
Authorized Central
Clinton, IA
1/20/15 —
$685.00
Zubak
Container Program
1/22/15
Cheryl Huddleston, Human
National Public
Savannah,
3/28/15 —
$700.00
Resources Manager
Employer Labor
GA
4/3/15
Relations Association
Annual Conference
4. Will Muhammad, 748 Sherman Avenue, is requesting a refund in the amount of $20.00 because he has
been charged for a wrong size garbage container — Submitted by Suzy Schares, CMC, City Clerk.
5. Dollar General Store #4698, 820 West 5th Street, is requesting a refund in the amount of $904.12
because they were overcharged due to a Water Works billing error — Submitted by Suzy Schares, CMC,
City Clerk.
6.
Pre Authorizations to Expend over $1,000.00
Dept.
p
Amount + Est..
S/H
Expenditure
Airport
$8,157.00
Airport general liability insurance for CY 2015.
Building Maintenance
$3,240.00
Sunday cleaning at the Police Department.
City Clerk
$3,423.00 +
$27.00 S/H
Supplement #18 for City of Waterloo Code.
Police
$32,479.20
Annual software license enterprise agreement for
Microsoft products: Office Professional, Windows
Professional and Core License.
Sanitation
$6,500.00
Hydraulic lift platform for F-250 trucks.
Sanitation
$2,300.00 NTE
Postage for annual recycle calendar mailing.
Sewer
$1,500.00
ArcGIS for Desktop Basic Single Use License
Sewer
$6,077.57 +
24" Sludge mixer propeller, seal cartridge and repair
$
$300.00 S/H
parts for Digester #3 Mixer #3.
Sewer
$3,821.00 +
Replacement parts for Hayward Gordon pump,
$113.19 S/H
Digester Sludge Recirculation Pump #1 (amended to
increase shipping).
BUDGET LINE ITEMS TO BE AMENDED
7. Approve project budget amendments for the purchase of body cameras for police officers in the
estimated amount of $10,000 funded with donations submitted by the Police Department.
BILLS PAYMENT
ADJOURNMENT
Suzy Schares, CMC
City Clerk/Human Resource Director
TRAVEL REQUEST
CITY OF WATERLOO
FINANCE DEPT.
LINE ITEM USED
FY gi/ ,.BUDGETED
EXPENDED YTD
THIS REQUEST
LEFT AFTER THIS
REQUEST
STAFF ONLY
_l6iiG
C;G.S
DATE -779aj
Original - Clerk/Finance Co. - De' rtment
NAME(S) AND POSITION(S):
Steve Carey and possible second instructor
DATE:
December 15, 2014
NAME OF CLASS 1 MEETING:
Confined Space Rescue
DESTINATION: Albert City, !A
DEPARTURE POINT
IF NOT WATERLOO:
DEPARTURE DATE:
January' 2015
RETURN DATE:
January 7, 2015
DATE(S) OF MEETING:
January 5, 6 & 7, 2015
PURPOSE OF TRAVEL/TRAINING:
To travel to Albert City to provide a Confined Space Rescue class for Valero Renewable Fuel. Depending on class
size a second instructor maybe needed for the final day. ( FE c r� , s r- < )
(Mileage includes travel between facility and hotel)
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL:
X COST $
YES NO
METHOD OF TRAVEL:
CITY VEHICLE
X PRIVATE VEHICLE
AIRFARE DEPARTING FROM:
ESTIMATE OF COST:
320.00 LODGING TAXI
95.00 MEALS PARKING
REGISTRATION AIRFARE
250.00 MILEAGE/FUEL MISC!TOLLS
TOTAL FOR ALL: $ 665.00
BUDGET LINE ITEM: 010-12-1415-1345
x GRANT REIMBURSABLE
YES NO
x REQUIRED CERTIFICATION
YES NO
TOTAL: $ PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
DEPARTMEVT HEAD
I APPROVE THIS TRAVEL REQUEST
MAYOR
DATE DATE
K:\Shared Goodies\Forms\Travel Request Form January 2010
TRAVEL REQUEST
CITY OF WATERLOO
FY _2014' BUDGETED
EXPENDED YTD
THIS REQUEST
LEFT AFTER THIS
REQUEST
DATE
Ori•inal - Clerk/Finance
FINANCE DEPT. STAFF ONLY
LINE ITEM USED 010-11-1100-1346
3
/s-dam /41
rtment
Co. - be
NAME(S) AND POSITION(S):
Inv. Nick Berry & Inv. Joe Zubak
DATE:
December 19, 2014
NAME OF CLASS / MEETING:
Authorized Central Container Program
DESTINATION: Clinton, Iowa
DEPARTURE POINT
IF NOT WATERLOO:
DEPARTURE DATE:
January 20fh, 2015
Return Date:
January 22nd, 2015
DATE(S) OF MEETING:
January 20u' to 22nd 2015
PURPOSE OF TRAVEL:
Lt. Payne is requesting authorization to send Investigators Nick Berry and Joe Zubak to Authorized Central Container
Program in Clinton, Iowa. This training is for the clean-up efforts regarding clandestine methamphetamine laboratories
and using a centrally located storage facility to store those items that are seized at a clandestine laboratory. This training
includes the proper transportation and storage of hazardous waste resulting from the manufacture of methamphetamine.
This training must and will meet OSHA, DOT and EPA standards as well as chemical storage requirements. This Training
is required as part of their current job assignment is Clandestine Methamphetamine laboratory clean-up.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: x COST $
YES NO
METHOD OF TRAVEL:
xx CITY VEHICLE
AIRFARE DEPARTING FROM:
PRIVATE VEHICLE
ESTIMATE OF COST:
$ 375.00 LODGING
$210.00 MEALS
$.00 REGISTRATION
$/00.00 MILEAGE/FUEL
TOTAL FOR ALL: $ 685.00
TAXI
PARKING
AIRFARE
MISC/TOLLS
BUDGET LINE ITEM:
x GRANT REIMBURSABLE
YES NO
x REQUIRED CERTIFICATION
YES NO
TOTAL: $ 342.50 PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
DEPARTMENT HEAD
I APPROVE THIS TRAVEL REQUEST
MAYOR
DATE
DATE
TRAVEL REQUEST
CITY OF WATERLOO
LINE ITEM USED /) •3 ,i SL i ` zl
FY K )/i BUDGETED
EXPENDED YTD -Ty
THIS REQUEST U G; `-
LEFT AFTER THIS rf')-
REQUEST 375
DATE ,f /
Original-Clerk/Finance Co.y- Department
NAME(S) AND POSITION(S):
Cheryl Huddleston, Human Resources Manager
DATE:
12/18/14
NAME OF CLASS / MEETING:
National Public Employer Labor Relations Association
Annual Conference
DEPARTURE DATE:
3/28 or 3/29/2015-depending on flight
availability
DESTINATION: Savannah, Georgia
DEPARTURE POINT
IF NOT WATERLOO: Unsure — probably Des Moines
RETURN DATE: DATE(S) OF MEETING
4/2/201 f or 4/3/14 ddepending on flight 3/29-4/1/1(4/2/14 certification test
availability & whether taking test
PURPOSE OF TRAVEL/TRAINING:
Attend National Public Employer Labor Relations Asso Annual Conference and possibly take certification test— Need early
authorization so I can get discounted registration, book hotel before rooms are gone and watch for good airfare rate. Will
be paying own travel, meals & most of lodging expenses.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL:
X COST $
YES NO
METHOD OF TRAVEL:
CITY VEHICLE PRIVATE VEHICLE
XX AIRFARE DEPARTING FROM: Des Moines most likely
ESTIMATE OF COST:
$960
$100
$559
LODGING $50 TAXI
MEALS $40 PARKING
$500
REGISTRATION guestimate AIRFARE
MILEAGE/FUEL MISC/TOLLS
$2209 — City
to reimburse
TOTAL FOR ALL: $ $700
BUDGET LINE ITEM: 010 09 8250 1346
x GRANT REIMBURSABLE
YES NO
x REQUIRED CERTIFICATION
YES NO
TOTAL: $ PER PERSON
1 BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
l
DEPARTMENT -Heal MAYOR
I APPROVE THIS TRAVEL REQUEST
DATE
K:\Shared Goodies\Forms\Travel Request Form January 2010
DATE
I sincerely hope you can join us for NPELRA's 2015 Annual Training Conference (ATC): 'The
Peaches and Pitfalls of Labor Relations" in Savannah, Georgia. As the premier organization for
public sector labor relations and human resources professionals, the National Public Employer
Labor Relations Association (NPELRA) has been providing the highest caliber training at our
conferences for nearly 45 years! Please accept my invitation to attend our Annual Training
Conference and continue this tradition with us in 2m5.
NPELRA's annual conference is nationally renowned as en important learning and networking
experience for labor relations and human resources professionals. The conference program
features a variety of timely and relevant session topics for those just beginning in the field,
to the more advanced professional. There are more than 3o educational sessions and workshops over three full
days specifically designed to provide an in-depth look at the topics and issues of great importance to public sector
labor relations and human resources professionals. There are also opportunities to extend your learning with
Labor Relations Academies before and after the conference - Academy III, The Negotiation Process" and Elective
Academy, The Investigations Process" - as well as at our pre -conference workshop.
Enhance your professional education and skills so that you can assist your agency as you learn about:
Revolutionizing Government
• FLSA
• PPACA
• Trends in Collective Bargaining
• Legal Updates
• Arbitration Rulings
• Violence in the Workplace
• Interest Based Bargaining
• ADA, Workers' Comp, and Leave Issues
Social Media
• Advanced Contract Language
• Cadillac Tax
• Labor Economy
• Past Practice
▪ Mock Arbitrations
▪ Higher Ed Issues
• Impasse Strategies
• 7 Tests of Discipline
And more!
I want to personally thank the zo15 ATC Committee, chaired by Sean M. Robinson, CA; Vice -chair Michele Green, FL;
Jenne Richardson, WA; Jim Reynolds, OH; Ann Everhart, IL; Miguel Ozuna, TX; and Mike Kolb, NPELRA Executive Director.
The preparation for a conference of this magnitude is a huge undertaking, and we all appreciate their efforts. A big
thank you also goes to the NPELRA staff for their support of the Committee's work.
If you are not already a member of NPELRA, we welcome you to consider membership with our national
organization; an impressive network of members from around the country. Our website, www.npelra.org, describes
all the benefits and services NPELRA has to offer. NPELRA not only keeps you educated and informed with national
and regional developments, but also offers an abundance of training opportunities. We encourage you to take a
moment and check us out.
Our zoi5 conference offers an extraordinary educational experience at an unbeatable price while connecting you
with colleagues from across the country. Take advantage of this opportunity and become better equipped with the
latest knowledge and skills to positively impact your organization. A special thanks to our conference sponsors,
whose generous monetary contributions assist in making the conference a great event.
We are confident that attending our conference will be a rewarding, educational, and enjoyable experience for you.
We look forward to seeing you in Savannah!
NPELRA'S MISSION
•
Jim Parrish
NPELRA President
The National Public Employer Labor Relations Association provides professional development,
networking, and advocacy services to labor relations & human resources professionals, so that public
sector employers may deliver the most efficient and effective services to citizens a taxpayers.
Airck 29t 2(45
7:0o am - 3:0o pm
NPELRA'S ANNUAL GOO TOURNAMENT
Come play golf at the Southbridge Golf Club and network with friends,
colleagues, and conference sponsors in beautiful Savannah at NPELRA's
Annual Golf Tournament. Golfers of all skill levels are invited to participate n
the fun and NPELRA members can compete for the PELRA Cup. Participants
will be transported via bus from the hotel to the course. Inckded:
transportation, breakfast. green and cart fees, tournament games with
prizes, and lunch Be sure to join the fun!
Conveniently located within a few minutes of Savannah Georgia's historic
district, Southbridge is a Savannah jewel - a treat for both the eye and
the golf game. The well maintained course with large undulating greens,
strategically placed water and contoured fairways winding through beautful
stands of stately live oak trees and Georgia pins provides golfers of all skill
levels an enjoyable golf experience.
Please note: Separate registration is required. $85
8:oo am - 4:0o pm
ACADEMY IH
THE NEGOTIATION PROCESS
This Academy will focus on the negotiations process in a simulation involving
economic, reclassification and benefit issues that gives participants an
opportunity to sharpen their negotiating skits. Materials are sent out in
advance for preparation before the session. Upon arrival, each person is
assigned to a union or management team and given confidential instructions
for strategic plannng. Coaches and "mediators" are provided as well as
additional instructions to keep the exercise lively. An interactive workshop
on thorny problems such as the timng of settlements, impasse strategies
and multi -year contracts precedes the simulation and debriefing. A
discussion on Perspectives of the Negotiations Process rounds out the day
with perspectives from a management panel or a union representative.
Please note: Separate registration is required.
$299 Members / 5399 Non -Members
coo pm - 4:0o pm
PRE -CONFERENCE WORKSHOP
ACCOMMODATING BAD BEHAVIOR - THE LIMITS ON
DISCIPLINING DISABLED EMPLOYEES
Peter Brawn, Partner - Liebert Cassidy Whitmore (Gold Sponsor)
Absenteeism, tardiness emotional outbursts, and alcoholism - when is
an employee's bad behavior disability related and what bad behaviors
are employers required to accommodate? This interactive workshop will
help employers navigate the intersection between dsabfity. leave, and
dscpline. You will learn what to do when an employee identiies a disability
in response to a proposed disciplinary action We wi0 discuss the interactive
process and how to identify reasonable accommodations. We will also
discuss how and when to separate a disabled employee, including the
dsabfity retirement process.
Please note: Separate registration is required. $99
coo pm - 4:3o pm
CONFERENCE REGISTRATION
If you arrive early, beat the Monday morning rush - stop by the
Registration Desk at the top of the escalator to pick up your program
material and your badge to enter Sunday night's Welcome Reception.
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3:30 pm - 4:00
TECH CENTRAL
SOCIAL MEDIA: WHAT IS IT AND WHY DO WE NEED IT?
Stephanie Biggs, Association Marketing Assistant, NPELRA
Right now, a mark of social media is probably within an arms reach. It
may be an app on your phone or a symbol on a business card. Why has
this seemng fad become so impossible to ignore? What is it about "gong
social" that everyone else seems to get? Stop by the Tech Cental booth
today to get just a taste of what it can do for you and why this "fad" isn't
gong away.
pm
4:30 Pm - 5:30 Pm
FIRST TIMER'S RECEPTION
First -Time conference attendees are encouraged to come to this popular
welcome reception hosted by the NPELRA Board of Directors, State PELRA
Presidents and past national presidents. This event gets the conference
off to a great start and is an excellent opportunity to mix and mingle
with fellow first-time ATC attendees, as well as meet with key members of
NPELRA that youll enjoy spending time with throughout the remainder of the
conference. Enjoy a beverage and make a new friend (or several!) before
continuing an evening of networking. (BADGE REWIRED FOR ENTRY)
53o pm - 7:0o pm
WELCOME RECEPTION
You come to the ATC for education, information. and inspiration, but
you'll leave with a bunch of awesome new contacts too. Throughout the
conference we build in many opportunities for you to network with your
colleagues and fellow NPELRA members. And of course, if you've attended
our ATC before (as many of our attendees have), you'll be looking to catch
up with old friends, as well as making some new ones. Jon us for food and
celebration to officially kick off the 2o15 ATC in style. Reconnect. build your
network. and enjoy the stunning scenery of Savannah
(BADGE REWIRED FOR ENTRY)
9:3o am - io:3o am
CONTINENTAL BREAKFAST FOR ALL REGISTERED GUESTS
Arch s®, 2915
7:3o am - 8:3o am
NETWORKING CONTINENTAL BREAKFAST
(&hibft Area - BADGE RECJIRED FOR ENTRY)
7:3o am - 4:3o pm
CONFERENCE REGISTRATION
7:3o am - 8:oo am
TECH CENTRAL
HOW TO USE TWITTER AND FACEBOOK AT THE
CONFERENCE
Stephanie Biggs, Association Marketing Assistant - NPELRA
Are you new to the social media world or just reluctant to mix business
with your personal profiles? Visit the booth today for best practices and
tps for networking, sharing information, and getting the most out of your
conference experience without getting burned
8:oo am - 8:3o am
TECH CENTRAL
NPELRA GUIDEBOOK APP - HOW TO INSTALL AND USE
AT THE CONFERENCE
Stephanie Biggs, Association Marketing Assistant - NPELRA
The Guidebook App is your best friend. Say it with me now: 'The Guidebook
App is my best friend' Scurry over to learn why the Guidebook App was
the ui most commented -on new feature of last year's conference. Find out
all the exciting features of the app, what's new this year. and how you can
become a conference expert with just a few taps.
7:3o am - 4:3o pm
TECHNOLOGY & EXHIBIT AREA
8:3o am - 9:0o am
PRESIDENT'S WELCOiAE
Jim Parrish, Deputy City
Manager - Plano, TX
9:0oam-10:15am
P1 ► REVOLUTIONIZING
GOVERNMENT IN THE 21
CENTURY
Patrick Ibarra, Co -Founder / Partner - The
Mejorando Group, Glendale, AZ
The future has arrived, and with it an emerging
role for the government human resources
professional Visionary leaders realixe that
today, playng it safe is no longer playing it smart.
Increased scrutiny, expanding regulations, a
shifting political landscape, and significant workforce
challenges add up to a valuable opportunity to
activate change, drive innovation. and successfully lead your organization
towards a better future. This session will provide a powerful combination
of a sound strategy along with a series of integrated tactics designed to
disrupt the status quo and optimize your capabilities in your role for
the zit century.
All registered guests are invited to a welcome breakfast to hear about all the
things to do and see in the Savannah area (BADGE REQUIRED FOR ENTRY)
10:15 am - 10:3o am
TEiH CENTRAL
GOT QUESTIONS?
Stephanie Biggs, Association Marketing Assistant - NPELRA
10:3o am - 11:45 am
C, CiJRRE i sESst[}k"s
C1 I. LEGISLATIVE UPDATE 2015
Josh Ulman, Founder - Ulman Public Policy s Federal Relations Reston, VA
In this presentation, Josh will be exploring the potential legislative and
regulatory actions of several different branches and agencies of the federal
government He will analyze the political climate between the two political
par -ties followed by a discussion on then expected legislative agendas for
zoi5. Democrats are expected to continue working for immigration reform
and labor equality legislation, while the Republicans will look to piecemeal
immigration reform, compensation For overtime legislation, and labor law
reform. He wil discuss the executive branch's lively agenda for the year.
focusing on equality in the workforce. immigration reform. and the current
status of the Affordable Care Act He wil discuss the most recent action
and changes to the DOL and their associated agencies. He wil then
discuss regulation implemented or anticipated by both the NLRB and the
EEOC. Finally he will analyze the Supreme Courts upcoming schedule and
decisions affecting the workforce.
C2 ► BOOT CAMP FOR LABOR NEGOTIATORS
Michael Bates Labor Relations Consukar- - Tulsa, OK
Joe Carrillo, Deputy Director of HR - Pierce County Tacoma, WA
This session will provide new / intermediate bargaining practitioners, or those
who have responsbility for negotiations, with an overview of the collective
bargaining process and related topics. Included within this discussion wil be
practical tps av+.rt preparng for negolatina, establishing your barganng
team )both for the table and outside the table), gaining support and reformation
from and clarifying expectations of your upper management and/or elected
officials, mantenance of your contract docunent(s), associated (and varying)
legal requeements impacting collective bargai- g and practical information
regarding language 'dos and don'ts' or language traps to consider when
trying to correct propose or agree to a new or successor contract language.
C3 ► MEDICAL AND RECREATIONAL MARIJUANA & THE
WORKPLACE: MANEUVERING THROUGH THE HAZE
Bruce Schroeder, Attorney - Summit Law Group, Seattle, WA (Bronze Sponsor)
This session will address the emerging issues associated with either
medical or recreational marijuana use. Examples ofquestions to answer:
Do the new state laws allow law enforcement personnel and
employees who are subject to federal drug testing, the right to use
marijuana?
Can employers continue to apply workplace drug testing policies?
If employees use marijuana off duty, can the employer discipline for
an on -duty positive test?
Are employees who use medical marijuana covered by the ADA or
state anti -discrimination laws?
C4 ► FLSA AND FMLA - FROM THE DOL'S
PERSPECTIVE: WHAT TO KNOW AND WHAT TO WATCH
OUT FOR
Larry Benjamin, Assistant Distnct Director - US DOL, Savannah GA
This presentation will begin with a general description of the Wage and
Hour Division and the regulations it enforces. Special emphasis wil be
given to the Fair Labor Standards Act, specifically on how it applies to
public sector employers, along with a discussion of the Family and Medical
Leave Act This will be followed by an explanation of what employers may
expect if they are investigated under either of these regulations - what the
investigator w1l be looking for, what the employer is expected to provide,
and how cases may be resolved. This wit lead to a discussion of typical
problems found in these types of investigations.
12:00 pm - 1:15 pm
ROBIN HALL MEMORIAL ANNUAL AWARDS LUNCHEON
Brent Long, Sr. Labor Relations Analyst - Pierce County, Tacoma, WA
The Awards ketch is the perfect way to connect to the best and brightest
n the labor relations and human resources field. Jon your colleagues for
a celebration to honor this year's award winners of NPELRA's Pacesetter
Award the Award of Excellence, and the Presidents Award This lunch is for
all registered attendees and speakers. (BADGE REWIRED FOR ENTRY)
1:3o pm - 2:45 pm
C5 ► TALENT MANAGEMENT: THE NEXT PHASE OF
SUCCESSION PLANNING
Patrick Ibarra, Co -Founder / Partner - The Mejorondo Group, Glendale, AZ
While the subject of succession planning has been the trend the last
several years, the focus has transitioned to the practice of Talent
Management wherein organizational leaders are seeking a broader and
more systemic approach to buldng workforce capacity for the zt" century.
This session will feature an emphasis on 'next practices' related to the
entire spectrum of Talent Management activities including recruitment,
selection, performance management, career planning, training/learning and
leadership development
C5 ► DON'T GET HIT BY THAT CADILLAC: ADDRESSING AND
BARGAINING CADILLAC TAX ISSUES
Ron Kromer, Attorney - Seyfarth Show Chicago, IL (Bronze Sponsor)
Rod Younker, Member - Summit Low Group, Seattle, WA (Bronze Sponsor)
Three years from now, in 21)08, the ACA's Cadillac Tax will take effect Three
years may seem lice a lifetime, especially for your unions and employees,
but for most public employers, it is less than one collective barganing
agreement away. Employers that have not accounted for the Cadillac Tax
and addressed it in their contract negotiations as their contracts expire,
risk a significant tax bill come aot8. This session wil explain the Cadilac Tax,
how it works, and how to project whether your community wll be subject
to it. The speakers will also address methods to reduce or eliminate the
Cadilac Tax, and suggest bargaining strategies and language to help you
get to 2°18 and beyond without being run over.
C7 ► WARGAMING: LESSONS LEARNED FROM A
PACESETTER AWARD WINNER - STRATEGIZING FOR
NEGOTIATIONS SUCCESS
John Duguay, Director of Human Resources - City of Wheaton, IL
In April 2013, the City of Wheaton was presented with the Pacesetter
Award for then work and positive outcomes resulting from negotiations
with the International Union of Operating Engineers (WOE), Local t5o. This
presentation descrbes a process that they have found to be successful
dealing with both public works and public safety represented employees.
There are no guarantees in negotiations, but this process will position
practitioners for success.
C®► THE 7 TESTS OF DISCIPLINE - HOW DO YOU
PROVE THEM?
Jeffrey Jacobs, Attorney / Arbitrator - Wilkerson a Hegna, Edina, MN
Not all arbitrators use the 7 tests of discipline. They were really based
on railroad cases and don't always apply neatly to public sector
discpine cases. Still though, many arbitrators and advocates use them
as a guidepost to determine I just cause for discpine exists, Jeff wil
discuss how to prove them. what arbitrators are looking for, what are the
necessary elements to prove the tests, and some possble defenses and
pitfalls to watch out for. He will also go through a few case examples where
the employer was able to prove their case and a few where they did not
This wil be an informative session for the novice and the experienced
practitioner to get nsight on what arbitrators are looking for so you can
better assess and present your case at a hearing.
#NPELRApeach
Throughout the conference. send your pictures, thoughts, and
general comments to Twitter using the hashtag .NPELRApeach. ';
Tag us in your Facebook and Instagram posts too!
3:0opm-4:15pm
P2 ► FLSA
Peter Brown, Partner - Liebert Cassidy Whitmore, Los Angeles CA
(Gold Sponsor)
Peter Brown is back agan to present on the FLSA as he has done
since zoo°. FLSA cases are on the rise and your agency's continued
compliance with the FLSA is essential to avoid costly wage claims. Peter
will provide the latest updates in the law and also discuss how the FLSA
should be addressed in numerous provisions of your collective bargainng
agreements as well as your personnel and payroll practices and policies.
4:30 pm - p5:30 pm
RECEPTION FOR SPONSORS (Special invtotion)
5:3o pm - 7:3o pm
STATE PELRA RECEPTION (Sponsored by the State PELRAs)
There is no better way to network and commemorate the conference than
to attend the State PELRA reception. This is the perfect opportunity for you
to connect with many of your colleagues, meet new friends, and become
reacquainted with professionals from past conferences. Al registered
attendees including speakers are welcome.
6:45
TOGA
Laurie Gronlund, HR Director - City of Pierre, SD
Start your conference day with an invigorating yoga session with Laurie
Gronlund. Plan to attend and learn how yoga combines postures (asanas),
breathing (pranayama), meditation and a final relaxation to bring you a
sense of well-being that lasts long after class. You will be energized and
ready for the rest of the day after attending this session'
am - 7:3o am
7:0o am - 8:oo am
NETWORKING CONTNNNTAL BREAKFAST
(Exhibit Area - BADGE REWIRED FOR ENTRY)
7:0o am - 4:0o pm
CONFERENCE REGISTRATION
7:0o am - 8:oo am
TECH CENTRAL
GOT QUESTIONS?
Stephanie BiggsAssociation Marketing Assistant - NPELRA
7:00 am - 4:0o pm
TECHNOLOGY & EXHIBIT AREA
8:oo am - 9:15 am
P3 ► PPACA FIVE YEARS OUT - THE NEW PRESENT,
THE NEW FUTURE, AND HOW TO SEPARATE THE PITS
FROM THE PEACHES
Keith Friede, Area VP, Talent Organization Development - Arthur 1 Gallagher
It Co., Minneapolis MN (Emerald Sponsor)
The Patient Protection and Affordable Care Act is now five years old. With
nearly all the law's major mandates and requirements in place, can we
expect relative tranquility? (Not Ikely.) Dr wil the uncertainty be even more
pronounced since we may not know where the changes may be comng
from? (Probably.) This session's primary focus will be on how to lead
confidently and proactively amidst the continuing ambiguity and complexity
of a PPACA-influenced benefits environment We'll start with a look at
PPACA's most current developments from Congress. regulatory agencies
and the courts, and a special focus on the implications of the last major
statutory requirement to go into effect. the 'Cadillac tax.' We'll address how
to manage the related, continually evolving and integrated operational and
financial risksWel discuss new challenges and opportunities of collective
bargaining in the current and future PPACA-influenced environment Lastly,
we'll examine health insurance and the larger compensation -benefits -
rewards picture — how to be a strategically -focused, distinctive and
preferred employer as talent wars increase but resources don't
9:3oam-11:45am
WI ► RED LIGHT / GREEN LIGHT - A PANEL OF
ARBITRATORS RULE ON CASES AND DISCUSS THEIR
RATIONALE
Jeffrey Jacobs, Attorney - Wilkerson a Hegna, Edina, MN
Edward J Plawecki, General Counsel and Director of Government Relations -
UHY Advisors Farmington Hills, MI
These sessions are always fun and very informative. A panel of arbitrators
wil rule on cases - sometimes they don't agree on what to do - and then
explain their rationale. What was persuasive? What helped a party's case?
What hurt it? Come hear what
arbitrators are looking for and how
to be a more effective advocate.
W2 ► DONT BECOME A
TARGET: VIOLENCE IN THE
WORKPLACE
Cornell Dillard, Equal Opportunity
Programs Director - MO Department of
Labor a Industrial Relations, Jefferson
City, MO
While many employers seek to improve
safety in the workplace. one facet that is
often overlooked is violence in the workplace.
Workplace violence is often preventable through
an active safety plan and responses. Learn best
practices to protect you and your workplace
by exploring the signs and behaviors BEFORE
violence occurs. This interactive session will review
actual scenes of workplace violence from beginning
potential, actual incident of valence, and you'll hear
testimony from a convicted violator!
W3 ► INTEREST -BASED BARGAINING AND LABOR /
MANAGEMENT COMMITTEES
Michael R. McMillian, CEO - McMillion and Associates LLC. San Antonio, TX
During this session participants will focus on the principles, assumptions,
and steps needed to engage in interest -based bargaining. Participants
will learn each step in the process. why it is there, and how it is used to
improve the bargaining process. In addition. participants will understand
the difference in traditional bargaining and interest -based bargaining. They
will learn how open dialogue improves trust between the parties at the
negotiation table and finally, participants will understand why creating an
effective labor/management committee during the life of the contract is
productive in creating and sustaining a positive relationship between labor
and management
Will ► AN INTERACTIVE DISCUSSION OF THE INTERPLAY
AMONG THE ADA, WORKERS' COMPENSATION, AND EMPLOYEE
LEAVE LAWS: WHAT'S A PUBLIC EMPLOYER TO DO?
Bradley Howard, Attorney - Brawn and Fortunato PG Amarillo, TX
This program will promote a very interactive discussion of employee leave
issues including disability, workers' compensation, and employee leave laws
We will consider a very real scenario including a public employer that is
forced to make very real and difficult employment decisions.
I2:oo pm - coo pm
LUNCH ON YOUR OWN
12:00 pm - 1:oo pm
STATE PRESIDENTS' LUNCH META G (Special invitation)
1:15 pm - 2:30 pm
E[FT CLh Ek[1 SESSE.8
C9 ► LABOR RELATIONS JEOPARDY!
Karen M Marinelli, Partner - Ogletree Deakins Tampa, FL
Labor Relations Jeopardy is a game show -Ike approach to test the
audiences knowledge of principles of contract negotiation, collective
bargaining, and public safety nuances to labor relations. This is styled
for the intermediate level practitioner who has bargained and conducted
grievances and arbitration hearings collectively and wants to fine tune
their techniques in labor relations.
CIO ► MOCK ARBITRATION PART ONE: PREPARATION,
OPENING STATEMENT, AND DIRECT EXAMINATION
Terence O'Neil, Deputy Managing Member - Bond, Schoeneck s King, PLLC
Garden City, NY
Linda Ross, Senior Of Counsel - Meyers Nave Oakland, CA (Bronze Sponsor)
Join Terry D'Nei and Linda Ross in a mock arbitration session with
attendee involvement and role playing scenarios. This session will offer
practical tps and guidance whether you are the advocate representing
your agency or supporting an advocate in arbitration. Part two continues
at session C13.
CO ► TRENDING ISSUES IN DIVERSITY AND INCLUSION: AN
INTERACTIVE WORKSHOP
Douglas E. Duckett, Owner/Principal Duckett Low Firm. LLC - Cincinnati, OH
(Bronze Sponsor)
The increasing diversity of the American public sector workforce is not
a problem to be managed but a gilt to be encouraged and enhanced.
but difficult issues can still present themselves to a human resources
manager. Whie most of us think of race and gender when we discuss
diversity, diversity is more 'diverse' than it once was. In our workplaces.
we have a wide range of religious beliefs and non -beliefs, often in
active contention with each other. Our polarized political culture not
only coarsens discourse on the atwaves, but in our offices as well
Generational diversity often results in co-workers raised in dferent eras
seeing work issues very differently, and perhaps social issues as well.
such as same -sex marriage and the inclusion of LGBT persons in public
workplaces. Public disagreements over immigration policy may strike some
workers as intolerant or discriminatory, while others feel that their views
are smothered in "poltical correctness.' This workshop will look at those
issues, particularly with a focus on the trending, newer issues we now face,
including some scenarios for discussion.
C12 ► THE GRADUAL SHIFT FROM DB TO DC CONCEPTS IN
RETIREMENT BENEFITS
Paul Neveu, Executive Vice President - BPAS (Emerald Sponsor)
During this session, Paul will discuss the national shift from defined benefit
to defined contrbution benefit taking place over the last few decades. This
wil include a discussion of retirement plans (traditional defined benefit plans
that are freezing, converting to cash balance plans or being modified in
concert with defined contrbution plans) and a similar change witnessed in
the post -retirement medical space (including NRA / VEBA arrangements). As
union contract negotiations continue within al types of public employers,
these concepts are being increasingly explored - creating new solutions
which balance the goals of all parties in the process.
2:3o pm - 2:45 pm
SPONSORS' DRAWING (Must be present to win)
2:45 pm - 4:0o pm
013 ► MOCK ARBITRATION PART 2: CROSS EXAMINATION
AND CLOSING YOUR CASE
Kyle G lya, Attorney - von Briesen s Roper, Madison, WI
James Korom, Attorney - von Briesen s Roper, Milwaukee, WI
This session is Part 2 of session Cio with different presenters. The session
wil focus on the difficult area of cross examnation and different ways to
close your case with oral arguments or writing a brief. This interactive
session wil nvolve the audience in role playing scenarios and provide
many take-aways for your return to the office.
CPI ► EEO ISSUES AND HIGHER ED
Robert Sniffen, Founder and Managing Partner - Sniffen and Spellman PA
Tallahassee, FL
In this session. Mr. Sniffen wil explore recent cases, laws and regulations
impacting the workplace, and institutions of higher education in particular.
Practical litigation avoidance techniques wil also be discussed along with
how institutions of higher education can avoid common mistakes once
litigation is fled. All public sector professionals working in Higher Ed are
encouraged to attend!
015 ► COUNTERPLAY: IMPASSE STRATEGIES WITH ADVANCE
KNOWLEDGE OF THE UNION'S MOVES
Todd A Lyon, Attorney - Barran Liebman LLP, Portland, OR (Bronze Sponsor)
Join Todd as he shares his knowledge of the Union's collective bargaining
tactics so that you may develop a sound and reliable impasse strategy. For
io years, Todd worked as a union lawyer and he wil share his knowledge
of the Unions winning collective bargaining techniques so that you may be
prepared for impasse. In this interactive session, you wil learn improved
methods to prepare your elected body for impasse. how to respond to
media inquiries, and manage a strike or win at interest arbitration.
016 ► ALTERNATIVE TO HIGH -VOLUME
ORAL INTERVIEWS
Chad Legel, President and CEO - II0 Solutions, Westchester, IL
(Bronze Sponsor)
Structured oral interviews are a common part of a selection process.
They are common in high -stakes testis b processes such as police officer
and firefighter hiring. as well as many other positions. They are useful at
evaluating knowledge, skills and various personality traits however. they
have a number of practical limitations They are time consuming, difficult
to administer to large candidate populations, susceptible to infra -panel
reliabiity problems (when a single interview panel is used) and susceptible
to inter -panel problems (when multiple panels are used). Situational
judgment tests have been around for a long time and have many of the
same assessment traits as oral interviews; however, they are completely
standardized objectively scored and well -suited to high -volume scenarios
This presentation wil discuss practical observations regarding the use of
situational judgment tests (in lieu of oral interviews) as well as empirical
data that help us to compare the two types of selection tools.
6:oo pm - 9:0o pm
TUESDAT NIDRT CELEBRATION: DINNER RIVERBOAT CRUISE
Take a break from the conference buzz and join us for an old-
fashioned paddle boat ride up the Savannah River. Mix and mingle with
fellow attendees while enjoying an evening of sightseeing, dinner, and
entertainment. The Tuesday Dinner Cruise is open to all fully registered
attendees; guest tickets are available so friends and family can join the fun.
(BADGE / TICKET REWIRED FOR ENTRY - TICKETS ARE NOT AVAILABLE
AFTER MARCH so, 2015)
7:0o am - 8:oo am
NPELRA WALK IN RUN
Laurie Gronlund, HR Director - City of Pierre, SD
No matter what your speed, we welcome you to wake up early and start
the day with a short exploration of Savannah with your colleagues. Breathe
in the morning air and return to the conference with a refreshed spirt and
clear mind.
7:0o am - 8:oo am
NPELRA PAST PRESIDENTS' BREAKFAST (£pedal Ins itoion)
7:3o am - 8:3o am
NETWORKING CONTNIENTAL BREAKFAST (BADGE REOJIRED FOR ENTRY)
7:3o am - 12:00 pm
CONFEREI E REGISTRATION
8:3o am - 9:0o am
NPELRA BUSINESS MEETING
Jim Parrish, NPELRA President
a #NPELRApeach
Throughout the conference. send yourpictures,
thoughts. and general comments to Twitter using
the hashtag #NPELRApeach.
Tag us in your Facebook and Instagram posts too!
9:0o am - io:15 am
12:00 pm - i:oo pm
iNELRA FORMATION WNCNEON
P4 ► zo15 TRENDS IN COLLECTIVE BARGAINING
Robert Smith, Partner - Clark Baird Smith, Rosemont, IL
(Diamond Sponsor)
Bob Smith, a partner with Clark Baird Smith LLP, will discuss the latest public
sector wage and benefit trends. During this presentation, Bob will reveal
the results of the NPELRA Annual Labor Relations Survey and address key
topics, including managed competition, outsourcing, part-time workers,
layoffs, wage and insurance settlement trends and other topics of interest
Io:3o am - n:45 am
C17 ► STRATEGIES FOR DEALING WITH THE PAST PRACTICE
GHOST
Lisa R. Callaway, Attorney - Clark Baird Smith LLP, Rosemont, IL
(Diamond Sponsor)
The concept of 'past practice is highly misunderstood in the world of
collective bargaining. When is it applicable? Can it erode clear contract
language? Is a past practice always applicable? And, perhaps the most
frequently asked question - how clo I change an established past practice?
During this session, Lisa will address these and other haunting issues.
C18 ► THE FUTURE NORMAL FOR THE LABOR ECONOMY
Tim Barron, Sr. VP / Chief Investment Officer - Segal Rogerscasey,
Darrien, CT (Silver Sponsor)
The New Normal, defined as generally muted economic growth, rising
interest rates. low inflation, and matured developed economies competing
with more dynamic emerging markets. is now settling in as a consensus
view. The next stage is Hcely to be the Future Normal simply described
as the environment resulting from this New becoming older. Jon Tim as
he walks you through the macro environment impacts of demographics,
technology, and globalization; the effect of these impacts on the supply and
demand for labor; the concerns and impediments for the labor economy,
and the potential for positive surprises impacting the labor economy.
C19 ► ADVANCED CONTRACT LANGUAGE
Eric Paftell Partner - Kollmon s Saucier PA
This program is intended to provide experienced labor practitioners
with practical, hands-on experience and instruction in the drafting and
interpretation of contract language. While some time wil be spent on the
basic principals of contract interpretation, the majority of the program
wil focus on the more complex issues facing public sector labor relations
professionals. For example, faced with diminishing resources and ever -
tightening budgets, state and
local governments are turning to
layoffs and outsourcing, and labor
relations managers are finding
that zo year old language in labor
agreements may be an obstacle
to executing staff reductions. This
program is designed to assist
contract drafters and administrators in
learning how to best revise and update
such language.
C20 ► AVOIDING THE
CADILLAC TAX
Mitch Bromstaedt, Benefits Consultant - The
Segal Company, Chicago, IL (Silver Sponsor)
Starting in 2o18, PPACA will impose a 4o% excise
tax on employers that offer high cost health
care plans. It's not too early to begin planning
how to best manage your health care plans
to avoid paying the so-called Cadillac tax. This
presentation wil provide direction on what steps
to begin taking now in plan design and will address
considerations for negotiating changes to collective
bargaining agreements in order to avoid the Cadillac tax.
Join us for lunch to hear all the Foundation has accomplished and learn
who the deserving scholarship winners are for the year zob. Contrbutors
to the foundation will also have the opportunity to win valuable prizes
generously donated by State PELRAs. Lunch is open to all NPELRA
registered attendees, guests, speakers, and sponsors.
(BADGE REWIRED FOR ENTRY)
1:15pm-2:3opm
r 1. Irr r p-r,. (,l
lii UPtREN� S.LS� ciftct
C21 ► RETURN TO WORK CHALLENGES: ADA, FMLA, USERRA,
AND WORKERS COMP ISSUES
James Hanks, Attorney - Ahlers Law Firm. Des Moines, IA
An employee missed work due to injury illness, or military obligations and
now the employee is healthy/mostly healthy/somewhat healthy/thinking
healthy thoughts, at home, and anxious to come back to work. What are
your obligations as an employer? This presentation will focus on three
federal laws that govern employee reinstatement the Family Medical Leave
Act (FMLA), the Americans with Disabilities Act (ADA), and the Uniformed
Service Employment and Reemployment Rights Act (USERRA). There will
also be a discussion of the interplay between the ADA and workers
compensation laws. The presentation will include both legal analysis and
practical suggestions for human resources professionals.
C22 ► SOCIAL MEDIA - THE BRAVE NEW WORKPLACE
Marc Fishel Partner - Fishel Hass Kim Albrecht LLP, Columbus 0H
This presentation will focus on the latest uses of social media and how they
impact the workplace and employment relationships. Case law arisng under
particular areas of public employment will be addressed, including the
First and Fourth Amendment issues. the FMLA, disciplinary investigations,
the Federal Stored Communications Act the pre -employment process
and collective bargaining issues. Emphasis will be on both the legal and
practical aspects of dealing with social media in the public sector and
suggestions on workplace policies.
C23 ► TRANSITIONING FROM AN ENTITLEMENT CULTURE
TO A HIGH PERFORMANCE WORKPLACE
Ron Holifield, CEO - Strategic Government Resources Keller, TX
(Silver Sponsor)
Transformational leaders understand that high performance organizations
are the product of an organizational culture that unleashes high
performers. develops modest performers with great potential, and holds
low performers accountable. Creating a high performance culture requites
a strategic vision that integrates philosophy, leadershp style, employee
development and talent management systems into a comprehensive and
coherent holistic approach. This dynamic session will provide you with a
very specific understanding of how to design -talent management systems
that produce a high performance culture and practical tools to make it
sustainable.
C24 ► WHEN THINGS AT WORK AREN'T SO PEACHY:
MANAGING PROBLEMATIC BEHAVIORS IN THE WORKPLACE
Boron Center Inc. Carlsbad, CA (Emerald Sponsor)
Problematic and disruptive employee behaviors in the workplace can be
costly to any public entity. and can present a significant challenge to
management and human resources professionals alike, who must work to
balance employee performance with organizational expectations and job
requirements The importance of being proactive in response to these
behaviors is critical, and can potentially help organizations avoid the legal
and organizational pitfalls of not addressing such issues in a prompt and
strategic manner. This class will identity the 4'D's of problematic behaviors
in the workplace (Distracting, Disruptive, Disorderly and Dangerous) and will
help participants identify various management and organizational strategies
for effectively approaching these types of conduct issues. A review of
managing dangerous behaviors and key elements of workplace violence
prevention programs will also be addressed.
#NPELRApeach
Throughout the conference, send your pictures, thoughts, and
general comments to Twitter using the hashtag #NPELRApeach.
Tag us in your Facebook and Instagram posts too!
7:ooam - 3:oopm
8:ooam - 4:ocgxn
cocpm - 4:oopm
cocPn - 4:30pn
33oPm - 400pm
4:30Pm - 5:30Pm
5:30,m - 7:OOPm
F
7:3oam - 8:3oam
T3oam - 4:3opm
7:3oam - 8:ooam
8:ocem - 8:3oam
7:30am - 4:3oPm
8:3oam - 9:ooam
9:ooam - toa5am
9:3oam - to:3oam
1035am - ta3oam
ta3oam - u:45am
[zoopm - u5Pm
l:30Pm - E'45pn
2-05pm - 3:ocprn
3:oopm - 435pm
43013m - 5:30Pm
5:30Pm - 7:30pn
NPELRA's Annual Golf Tournament
The Negotiation Process
Accommodating Bad Behavior: The Limits on
Disciplining Disabled Employees
Conference Registration
Tech Central Social Media - What Is It and
Why Do We Need It?
First Timers' Reception
Welcome Reception
Networking Continental Breakfast (Exhibit Area)
Conference Regiati akin
Tech Central How to Use Twitter and Fecebook
at the Conference
Tech Centrat Guidebook - How to Install and Use
the App at the Conference
Technology a Exhbit Area
President's Welcome
Revolutionizing Government in the ast Centiry
Continental Breakfast for At Registered Guests
Break (Exhibit Area)
rafaiaT
Legislative Update 21315
Boot Camp for Labor Negotiators
Medical and Recreational Marfjaana a the Workplace:
Maneuvering Through the Haze
FLSA and FMLA - From the DOL's Perspective: What
to Know and What to Watch Out For
Robin Hall Memorial Annual Awards Luncheon
CDr'CURREf,:T SESSIDI'S:
Talent Management The Next Phase of Succession Planning
Don't Get Hit by that Cadilac: Addressing and Bargaining
Cadillac Tax Issues
Wargaming: Lessons Learned from a Pacesetter Award
Winner-Strategizing for Negotiations Success
The 7 Tests of Discipline - How Do You Prove Them?
Break (Exhibit Area)
Pa RY SECS111i
FLSA
Reception for Sponsors (By Invitation)
State PELRA Reception (Sponsored by State PELRAs)
_ft,. t ,'fit�r�
6:45am - 73oam Yoga
7:ooam - 8:ooam Networking Continental Breakfast (Exhbit Area)
7:aoam - .roopm Conference Registration
7:ooam - 400pm Technology a Exhbit Area
8:ooam - 935em "-LE kf) S!S`i,ll:
PPACA Five Years Out - The New Present, the New Future,
and How to Separate the Pits from the Peaches
935am - 9:3oam Break (Exhibit Area)
9:3oam - ng5am
'DRI.St,(IP'%:
Conference schedule is subject to change without notice. Please
visit www.npeira.org/ATC for the most up-to-date Information.
a:3opm - a:45pm
a:45pm - 400pm
8:ooam - 4:oopm
9:ooam - s
2:30pm - a-05pn
2:45pm - 4:00pm
Isoopn - eoopm
lzoopm - roopm
c5pm - a:3opm
r='
Red light I Green Light - A Panel of Arbitrators Rule
on Cases and Discuss Their Rationale
Don't Become a Target Violence in the Workplace
Interest -Based Bargaining and Labor/Management Committees
An Interactive Discussion of the Interplay Among the ADA,
Workers Compensation, and Employee Leave Laws What's a
Public Employer to do?
Lunch on Your Own (Check our Pinterest page for ideas)
State Presidents' Lurch Meeting (By Invitation)
GLd ORRE):T SESaIC `S:
Labor Relations Jeopardy!
Mock Arbitration Part t - Preparation, The Opening
Statement and Direct Examination
-; ;.- Trending Issues in Diversity and Inclusion: An
Interactive Workshop
t< The Gradual Shift from DB to DC Concepts in
Retirement Benefits
Break - Sponsors' Drawing (Must be present to win)
GUNCRI RE1'T SESS :
C-ti= Mock Arbitration Part a - Cross Examination and
Closing Your Case
EEO Issues and Higher Ed
Counterplay: Impasse Strategies with Advance Knowledge
of The Union's Moves
t_ Alternative to High -Volume Oral Interviews
6:oopm - 9:ocgn Tuesday Night Celebration: Riverboat Dinner Cruise
r
Tooam - 8aoam
7.00am - 8:ooam
7:3oam - 8:3oam
7:3oam - ia:oopm
8:3oam - 9:ooam
9:ooam - ro:i5am
l=.c
io:5am - ia3oam
ia3oam - r45am
tzoopm - roopm
135Pm - a3cPm
'T i-�I•� � I f -61
NPELRA Walt a Run
NPELRA Past Presidents' Breakfast (By Invitation)
Networking Continental Breakfast (Exhibit Area)
Conference Registration '
NPELRA Business Meeting
PLEKLRT SESSIO
aot5 Trends in Collective Bargaining
Break (Exhibit Area)
CSKCLk1REt;T SESSIDifS:
Strategies for Dealing with the Past Practice Ghost
The Future Normal for the Labor Economy
Advanced Contract Language
Avoiding the Cadilac Tax
NPELRA Foundation Luncheon
CDKCURREKT SESSIUKS:
Return to Work Challenges: ADA, FMLA, USERRA, and
Workers Comp Issues
Social Media - The Brave New Workplace
Transttcnng from en Entitlement Ware to a High
Performance Workplace
r!-. When Things at Work Aren't So Peachy- Managing
Problematic Behaviors in the Worl¢>lace
Break (Exhibit Area)
PLEP:I,RT SESSIDt;
The aoi5 Legal Update
f
Z CJ)%
ELECTIVE 1,C1.DEE Y
The Investigations Process
CLRr TES T Ih.`G
2:45 pm - 4:0o pm
PS It. 2015 LEGAL UPDATE
Ken Weinstock, Partner - Kainen, Escalera & McHale PG Hartford, CT
Join one of our most popular speakers, Attorney Ken Weinstock, n a
discussion of the critical decisions that have come this past year from
the courts and administrative agencies. Learn how public employers
have been affected by these decisions and some practical solutions for
implementing the new standards. A 'must -attend" session!
,is�i( 2, 29I5..
8:oo am - 4:0o pm
ELECTIVE ACADEMY
THE INVESTIGATIONS PROCESS
Human resources and labor relations professionals are often called upon
to conduct workplace nvestigations in the face of serious and sensitive
allegations. from claims of sexual harassment/other discrimination to
allegations of workplace misconduct to major ethical questions. Yet
few of us have had real training on how to conduct an investigation.
This program wil explore the investigatory process -- from who should
conduct the investigation, legal issues to beware of, how to order and
structure investigatory interviews. dealing with Garrity issues, and
how to generate an end -product that will help your employer resolve
what happened and what needs to be done. The program will focus
on identifying the key elements of an effective workplace investigation
process. and help attendees understand the importance of the process
and the consequences if it is not done properly.
Please note: Separate registration is required.
c299 Members / $399 Non -Members
9:0o am - 12:00 pm
CUP® TESTING
NPELRA has developed an alternative for those working towards
earning then CLRP° status! The final step to the CLRP° process will now
include the option of taking a multiple choice exam. The CLRP° Test will
be available to applicants that have completed Academy I. II, and la
Separate registration required. Contact Janessa at janessa@npelraorg
for detais.
HYATT REGENCY SAVANNAH
Two West Bay Street - Savannah, GA 314ot
912238.1234
The Hyatt Regency has set aside a limited block of rooms
for NPELRA conference attendees at a special rate of
$169 (+ tax) per night (single/double).
The special rate is in effect until February 26, 2015 or until
the room block has reached capacity. Book early!
NPELRA I rrna South Coast Highway, Suite M I Oceanside, CA 92054
PHONE: 877-NPELRAI (877-673-5724 I FAX: 76o-433-1687
EMAIL: janessaCtnpelraorg
You won't go hungry in this southern town. Experience southern
food at its best at restaurants Ilse Olde Pink House, Elizabeth on 37th,
and Gryphon Tea Room. Savannah is home to Food Network star
and queen of butter Paula Deen. She films Paula's Home Cooking
at her home on nearby Wilmington Island, and you'll almost always
find her downtown restaurant, The Lady a Sons, with a line out the
door. And keep in mind, Savannah is a great place to order seafood,
thanks to its coastal location. For a sweet treat, Leopold's Ice Cream
is a favorite.
k T[ElI LES
Art galleries, shopping, nightlife, ghost tours, and more! Go uptown
in Savannah to peruse the man avenues great specialty shops or
people -watch on River Street Visit a secret garden, or a sprawling
mansion. Be sure to watch the barges travel down the river and
join us on an old-fashioned river boat on Tuesday night No matter
what you choose to do, we are sure you will enjoy your tfrne in
Savannah, GA
H STURY AND Cf LTU€RE
The Province of Georgia, America's 13th and final colony, was
founded in 1732 with Savannah as her colonial capital. Historic
Savannah blends elegance and refinement with a touch of southern
panache, making this destination an old-world favorite with modern-
day charms. Stunning architectural detais, grand old mansions, a
lovely Low Country Coastal landscape, and the rich Savannah history
make this charming city one of the nation's top travel destinations.
Culture, shopping, and recreational activities fil Savannah's days
while ding, entertainment, and romance extend into Savannah's
nights.
BEt ORES
Don't leave Savannah without spending a day at the beach. You'll
come across gorgeous views of Georgia's low country, Fort Pulaski
(a Civil War -era national monument), and Tybee Lighthouse before
you even hit the sand Tybee Island is a quirky and laid-back beach
town where thins move a little bit slower.
r R SQUARES.
The city's downtown is laid out on a grid and includes as historic
squares. If you're feeling ambitious, downtown Savannah is walkable,
but there are plenty of transportation options, including trolleys
and horse-drawn carriages. You'll come across stunning historic
homes, parks, and landmarks. Songwriter Johnny Mercer, Girl Scouts
founder Juliette Gordon Low, and Southern Gothic essayist Flannery
O'Connor all called Savannah home, so you can delve into ther
personal histories, not to mention Savannah's own past through both
the Revolutionary and Civil Wars.
PELRA REGISTRATION
ORM TRATION
NPELRA 2015 ANNUAL TRAINING CONFERENCE
ATTENDEE INFORMATION
3 EASY VilAYS TO REGISTER
1. www.npelra.org/ATC - the fastest and easiest method!
2. Fax to: 760.433.1687
3. Mail to: NPELRA 1012 S. Coast Hwy, Ste. M Oceanside, CA 92054
Last Name
1-Irst Name
Designation (CLRP, PhD., SPHR)
Badge Name
me
Agency/Organization
Mailing Address
City
tate Lip/Postal Code
Email
Phone
Please circle:
1. I am a supervisor, manager, or represent management in the public sector and 1 do not represent any union. Yes No (If no, you are not eligible 10 attend this conference)
2. How many individuals are employed in your organization? 1-99 100-499 500-999 1,000-4,999 5,000+
3. What best describes your job function?
Administrative/Administrator Benefits Consultant Employee Relations Employment/Recruitment HR Generalist Labor Relations Legal Training/Development Other
4. Which category best describes your organization?
City County Consultant/Private Company Court Federal Fire Law Enforcement/Corrections Law Firm School District State Special District College / University
5. I am a first time attendee. Yes No
REGISTRATION FEES
FULL CONFERENCE REGISTRATION:
Full conference registration fee includes all receptions, meals, and functions including the Welcome
Reception, Robin Hall Awards tuncheon,Tuesday Night Dinner Cruise, and Wednesday Foundation Luncheon.
NPELRA MEMBERS
Early Bird postmarked on or before 1/16/2015
Postmarked 1/17/2015 through 3/6/2015
Postmarked on or after 3/7/2015
NON-MEMBERS
ONE DAY REGISTRATION
Monday* ❑ Member $279 _
Tuesday** ❑ Member $279 _
Wednesday*(* ❑ Member $279 _
❑ $559
❑ $629
❑ $709
❑$899_
❑ Non -Member $449
❑ Non -Member $449 _
❑ Non -Member $449
*Includes Robin Hall Awards Lunch '*Includes Tuesday Night Dinner Cruise *"*Includes Foundation Lunch
PAYMENT
❑ MasterCard ❑ Visa ❑ AMEX
TOTAL AMOUNT DUE$
❑ Discover
❑ Check#
Name on Card
Card #
Exp. Date
Signature of Card Holder
Registrations received without payment will not be processed. If payment is not received
by date of conference, you will be asked to submit another form Of payment on -site at late rate.
❑ FAX registration form with credit card information to 760-433-1687 �w
❑ MAIL registration form with check payable to NPELRA
Scan for online registration (
ADDITIONAL EVENTS
PRE -CONFERENCE — Sunday, March 29, 2015:
• Annual Golf Toumament- 7am - 3pm
Southbridge Golf Club
❑$85_
• NPELRA Labor Relations Academy III - 8am - 4pm
"The Negotiation Process"
Fee includes all materials for this program, continental breakfast, refreshnena,and lunch.
Member
Non -Member
• Workshop - I:00pm - 4:00pm
"Accommodating Bad Behavior: The limits on
Disciplining Disabled Employees"
❑ $299
❑ $399
$ 99
POST -CONFERENCE —Thursday, April 2, 2015:
• NPELRA Labor Relations Elective Academy - 8am - 4pm
"The Investigations Process"
Fee includes all materials for this program, continental breakfast, refreshments, and lunch
Member
Non -Member
SPOUSE/GUEST TICKETS
Badges required for entry
❑ $299
❑ $399
❑ Sunday Welcome Reception $40 each. Qty = $
Purchased after March 6, 2015 $59 each. Qty _ = $
❑Tuesday Dinner Cruise $BO each. Qty _ = $
Purchased March 7 - March 20, 2015* $99 each. Qty = $
❑ Golf $85 each. Qty _ $
Guest(s) Name
:R ri
AA cancelagon requests must be submitted in writing and received by Mach B, 2015, to quatfy fora refund. Cancellation
adminisbatoe fees are as follows:
Conference $75 PreConference Workshop(s) 325
Academy 550 Guest 525
Cance0ations received titer Mach 8, 2015 are non-refundable. No-shows we non-refundable One registration transfer
le albwed per registration. Transfer must ham sane membership status or fees aft be adjusted accordingly. Any transfer
requests received after March 6, 2015 will incur a $35 administrative be
* Dinner Guise Tickets not available after March 20, 2015
ELIGIBILITY
The NPELRA 2015 Annual Training Conference is open b of labor relations / hum resources professionals who are
supervisors, managers or who represent management in the pubis sector, inclusive of cites, comities, school district,
coots, special distrb6, state agencies and other pubic sector entities.
The conference site Is accessible to people ei h deabletiea. ayou require addtliona aoamnmdations In order to participate
in to conference, please contact NPELRA at 877-NPELRA1 (877-8735721).
National Public Employer
Labor Relations Association
ioiz South Coast Highway, Suite M
Oceanside, CA 92054
Return Service Requested
PRESORT
STANDARD
US POSTAGE
PAID
SAN DIEGO, CA
PERMIT NO. 2325
C1ARK BAIRD SMIT _ _ ILP
ATTORNEYS AT LAW
LIEBERT CASSIDY WHITMORE
erk'
Baron -I -Center
INC On P OR A T E O
BPAS , Arthur J. Gallagher & Co.
CPS HR ajar CONSULTING
NEOGOV -77-- Segal Consulting SR
LV=M112=i
/IArternative Service Concepts
• • •
Law FIR/A, Lic m flyers nave
DucKm
110
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Leavitt GroiIp
SEYFAKTH
-SHAW
CITY OF WATERLOO
Committee Communication
Finance Committee Meeting:
Prepared: Shellie Crisman
Dept. Head Signature: Suzy Schares
# of Attachments:
SUBJECT: Refunds for 748 Sherman Ave.
Submitted by: Suzy Schares, City Clerk
Recommended Committee Action: Approval of the following refund:
Will Muhammad of 748 Sherman Avenue is requesting reimbursement in the amount of $20.00.
This is the amount overcharged to his account for a wrong size container listed on that
account.
Summary Statement: The above individuals have requested a reimbursement. The letters and
account information is attached.
Expenditure Required: As indicated above
Source of Funds:
Policy Issue: None
GARBAGE REFUND 525-15-5400-1785
Alternative: Not give the reimbursements
Background Information: Recommendations for reimbursements are only made after Waterloo
Water Works and Waste Management Services have been contacted to verify the information
given by the individual.
VENDOR NAME:
ADDRESS:
CITY, STATE, ZIP:
CITY OF WATERLOO
PAYMENT VOUCHERS
VENDOR /# TEMP
Will Muhammad
748 Sherman Ave
Waterloo, IA 50703
FINANCE DEPT. ONLY
BATCH #:
KEYED BY:
DEPT: ANIMAL CONTROL
GRANT/PROJECT CODE:
INVOICE DATE
INVOICE NO.
AMOUNT
DESCRIPTION
G/L DISTRIBUTION
12/17/2014
$20.00
refund for garbage container overchg
@ 748 Sherman Ave - Waterloo
25:
Y.'
5400
1785
SPECIAL INSTRUCTIONS:
TOTAL: $
20.00
SUBMIITED-BY DATE
APPROVED BY
DATE
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CITY OF WATERLOO
Committee Communication
Finance Committee Meeting:
Prepared: Shellie Crisman
Dept. Head Signature: Suzy Schares
# of Attachments:
SUBJECT: Refunds for Dollar General - Sewer Acct #16-60-0561
Submitted by: Suzy Schares, City Clerk
Recommended Committee Action: Approval of the following refunds:
Dollar General Store #4698, 820 W. 5`h Street, is requesting sewer payment reimbursement in the
amount of $904.12. This is the amount overcharged to them due to a Water Works billing
error.
Summary Statement: The above individuals have requested a reimbursement. The letters and
account information is attached.
Expenditure Required: As indicated above
Source of Funds: SEWER REFUND
Policy Issue: None
Alternative: Not give the reimbursements
520-14-5200-1785
Background Information: Recommendation for reimbursements are only made after Waterloo
Water Works and Waste Management Services have been contacted to verify the information
given by the individual.
CITY OF WATERLOO
PAYMENT VOUCHERS
Prepared by: Shellie Crisman
VENDOR #
VENDOR NAME: Dollar General Store #4698
ADDRESS: P.O. Box 182595
CITY, STATE, ZIP: Columbus, OH 43218
KEYED BY:
BATCH #:
DEPT: City Clerk & Finance
GRANT/PROJECT CODE:
INVOICE DATE
12/24/2014
INV. #
AMOUNT
DESCRIPTION
G/L DISTRIBUTION
$ 904.12
refund for sewer overcharge @ 820 W. 51
520-14-5200-1785
TOTAL: $ 904.12
SPECIAL INSTRUCTIONS:
SUBMIL Itll BY llAll:
AYYKU V rll BY llA 1 r
SUZY SCHARES
From: Brenda Volker
Sent: Tuesday, December 23, 2014 4:07 PM
To: SUZY SCHARES
Cc: MARY RATKOVICH
Subject: FW: Dollar General Account #16-60-0561
Attachments: Dollar General 12-23-14.pdf
Forgot the attachment with first email. Sorry) Ill
From: Brenda Volker
Sent: Tuesday, December 23, 2014 4:04 PM
To: SUZY SCHARES
Cc: MARY RATKOVICH
Subject: Dollar General Account #16-60-0561
Suzy:
We found an error last week on Dollar General business account. The new account was established 7/22/14 for 820 W
5th Street. The account (16-60-0561) was set up as a domestic meter with a deduct meter for irrigation.
Unfortunately, the meter information was switched on this account and they have been billed (and paid) for sewer on
the irrigation meter usage which should have been "water only".
The building was not plumbed correctly to set the billing up as a master meter with a deduct. To correct this problem,
on December 19th Mary added a completely new account #16-60-0560 for the domestic meter & changed the current
account #16-60-0561 to irrigation only and removed the deduct meter.
The business accounts bill tonight (12/23). Since the new account was added 12/19/14 for the master meter, it will not
receive a December bill. The usage on the master meter has been 200cf monthly since the account started in July. They
should have paid $62.50 in sewer charges since July ($12.50 minimum monthly fee times 5 months). Unfortunately, the
way the system was set up, they have paid a total of $966.62 in sewer charges since the account was established in
July.
I have calculated the net sewer overpayment to be $904.12. (See attached history printout)
Since the Water Works settles with the City monthly on the sewer collections, the City has received this money.
Please let me know what needs to be done to initiate a $904.12 refund for the sewer overpayments to Dollar General.
(Also attached is a screen print with their billing address.)
Sorry for the confusion on this account. We're glad that this problem surfaced now rather than later and we were able
to fix it prior to tonight's billing.
Thanks Suzy. Happy Holidays!
Brenda. "Volker
"Waterloo "Water "Works
325 Sycamore Street, PO Box 27
"Waterloo, IA. 50704
(319) 232-628o Extension 4'3905
Brenda. Volker@"WAIERCOO-I.A.ORG
i
UUG6DFR DISPLAY
Di
Account No 16 60 0561 70436
Customer DOLLAR GENERAL
Address 820 W 5TH
5=Payments
? Billing Consu Water
Date Payment
12/23/14 0
11/25/14
10/22/14
9/24/14
8/25/14
236 352.43-
40 78.29-
137 215.29-
38 75.47-
F3=Exit F14=Mth1y Bil
F20=Meter F21=Cust Hi
Last option was: DAILY
splay Account History
Billing Date
Ph
ST A WATERLOO
Sewer Garbage
Payment Payment
502.77-
87.53--
293.03
83.29-
2 f
f
STORM
Payment
12/23/14 14:54:50
Activity RB
Total St Cnd
Payment
20.60- 875.80- P
20.60- 186.42- P
20.60- 528.92- P
20.60- 179.36- P
Bill F18=Bi11/Pmt F19=Cust
WATERLOO WATER WORKS
PO BOX 27
WATERLOO IA 50704-0027
UUAEEFR CHANGE 12/23/14 15:27:30
Edit Customer
Account 16 60 0561 Customer 70436
Type options, press Enter.
2=Wrk Orders 5=Units 6=Cust Comm 7=Pmt Prom 8=Garb Units 9=Yard Waste
Account 16 60 0561 820 W 5TH ST Apt. A
Customer 70436 DOLLAR GENERAL Telephone
Mail to 36705 DOLLAR GENERAL STR #4698
PO BOX 182595
COLUMBUS OH 43218
Activity Code RB Contract Type K Consumption Type W Owner/Maint WW Copies 1
Water Tax % Sales Tax Code T Special Rate Acct Type TOUCH READ
Start Date 72214 Readings: Small 0 Medium 0 Large 0
SignatureWDeposit: Date 72214 Sign Flag Y Lien Exempt _ Date
Deposit Water: Amount Flag N
Garbage: Amount Flag N Units to Bill 1
Sewer: Amount Flag N Units to Bill 1
Electronic Banking: _ Bank Account Type _
Out of Town: Departure Return
Final Read Date SOAP Date Winter Cons. Bill Fire
Standing Order Maint. 12/19/14 +
F3=Exit F4=Prompt F9=Add mode F14=Mthly bill F15=Acct His F16=Acct Info
F17=Bill F18=Bill/Pmt F20=Meter F21=Cust His F22=Bill His
Last option was: DAILY OPERATIONS
WATERLOO WATER WORKS
PO PDX 27
WATERLOO IA 5O704-00027
.TprbVe4. '/s /ts
City of Waterloo
Expenditure Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Airport Department to expend
$ 8,157.00 plus est. shipping costs of $ to pay for or puchase
Airport general liability insurance for CY 2015.
This purchase or expenditure is being made because:
Liability insurance is necessary for risk management of airport operations.
❑x Bids or written quotes were taken on this purchase, as follows:
The City has bid Insurance and PDCM is currently the City's insurance agent.
PDCM has bid our insurance through several aviation insurance companies.
n Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
General Fund
Bonds
Road Use Tax ❑ Sewer ❑ Sanitation
Federal/other grants ❑ Other (specify)
This expenditure is to be coded to the following budget line -item:
010 29 7700 138-t 134
(Fund - Department - Activity - Account Number)
in which the budgeted amount is
d the current available balance is
(Signature Dept
ittd,
or Designee)
I21g /
Date (Signature Finance Dept. Review)
(Project Code)
$ 8,203.00 /
$ 8,203.00
Date
4'
users\shared goodies\forms\PDCM-15.xls(Oct 2004)
City of Waterloo
Expenditure Pre -Authorization Request Form
City Clerk Use Only
Finance Committee /
Approval Date 1 5 /I 5—
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Building Maint. Department to expend
$ 3,240.00 plus est. shipping costs of $ to pay for or purchase
This purchase or expenditure is being made because:
Sunday cleaning at Police Dept.
Vendor selected for this purchase: Midwest Janitorial
Bids or written quotes were taken on this purchase, as follows:
Midwest Janitorial was the low bid on the cleaning contract. I do not want to do
an amendment to the cleaning contract because it would be for a 3 year term.
We are trying this for 1 year and will re-evaluate it after that.
❑ Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
nGeneral Fund n Road Use Tax ❑ Sewer 0 Sanitation
Bonds 0 Federal/other grants n Other (specify)
This expenditure is to be coded to the following budget line -item:
010-22-8800-1390 /3-71
(Fund - Department - Activity - Account Number)
in which the budgeted amount is
and the current available balance is
ctfully sybmitted,
30
big -nature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date
(Project Code)
$
$ 33 d;7
K:\shared goodies\forms\Pre-Auth - PD Sunday Cleaing.xls (Mar 2010)
PRICE SCHEDULE
November 26, 2014
Waterloo Police Dept.
715 Mulberry St.
Waterloo, Iowa 50703
319-291-4319
$270.00 Monthly Price
plus tax
*per calendar month; payable on the first day of each month
following performance of service and invoicing
The above figure covers all costs for labor, material, equipment, workmen's and unemployment
compensation, social security, public liability and property damage insurance, vacations, hospitalization,
sick leave and all other costs for tax and employment that have been fixed by law. We carry Public Liability
Insurance with limits as described below:
a. General Liability $1,000,000 each occurrence
b. Excess/Umbrella Liability $6,000,000 each occurrence
This coverage affords protection for legal liability resulting from any bodily injury, death or damage to
property caused by the negligence of our company or our employees.
IDWEST JANITORIAL
SERVCE
GENERAL OPERATIONS SCHEDULE
Waterloo Police Dept.
715 Mulberry St.
Waterloo, Iowa 50703
Frequency: Service will be provided one day on Sunday
Area: Police Department
DAILY TASKS
Empty all wastebaskets and dispose in proper
receptacles provided by building
Sweep or dust mop hard surface floors
Damp mop hard surface floors
WEEKLY TASKS
RESTROOM OPERATIONS SCHEDULE
DAILY TASKS
Empty wastebaskets and replace liners
Empty sanitary napkin receptacles
Clean and refill all rest room dispensers
Clean mirrors and chrome fittings
Clean and disinfect sinks, urinals and toilets
Sweep, mop, disinfect rest room floors
Spot wash walls, partitions and doors
WEEKLY TASKS
Maintain floor drains
IDW ESTJANITORIAL
City Clerk Use Only
Finance Committee
Approval Date 1/5 /l S
City of Waterloo
Expenditure Pre -Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the
$ 3,423.00 plus est. shipping costs of
Supplement #18 for City of Waterloo Code
City Clerk
$ 27.00
Department to expend
to pay for or purchase
This purchase or expenditure is being made because:
Required at least annually
Vendor selected for this purchase:
Sterling Codifier
❑ Bids or written quotes were taken on this purchase, as follows:
❑X Bids or quotes were not taken on this purchase because:
Current Codification vendor
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
General Fund n Road Use Tax ❑ Sewer n Sanitation
Bonds ❑ Federal/other grants n Other (specify)
This expenditure is to be coded to the following budget line -item:
010-03-8400-1319
(Fund - Department - Activity - Account Number)
in which the budgeted amount is
and the current available balance is
R ectfully submitted,
(Signature Dept. Head or Designee)
Date
(Project Code)
$ Coco
$ 4/62, `"
i( n ture Finance Dept. Review) Date
K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010)
1
nfogroup®
INV�
Powering Business Growth
www.infogroup.com
BILL TO:
ATTN: DEANNE KOBLISKA
CITY OF WATERLOO
715 MULBERRY ST
WATERLOO IA 50703-5783
83494368
15-DEC-14
SHIP TO:
CITY OF WATERLOO
715 MULBERRY ST
WATERLOO IA 50703-5783
1289603
WATERLOO, IA
CITY DIRECTORY PUBLICATION
Freight Amount
861000
01426236
270.00
6
1,620.00
60.00
SALES REP: JUSTIN REZNIKOV
TERMS: UPON RECEIPT
SUBTOTAL
1,680.00
Special Instructions:
TAX
Federal ID # 47-0794710
0.00
ADJUSTMENTS
0.00
PAYMENTS
BALANCE DUE
-0.00
1,680.00 USD
For Billing Inquiries/Contact Changes
Phone: 866-872-0053 Fax: 402-836-3951 Email: arhelp@infogroup.com
This invoice is subject to, and you agree to be bound by, the Terms and Conditions found online at http•llwww.infogroup.com/StadcPagelPrivTermsJump.html#TermsCondltlons (the Terms and
Conditions). If you are unable to access the Terms and Conditions online, please contact your sales representative for a copy.
In the event a fully executed agreement exists between you and Infogroup Inc (or any of its affiliates) for the products and/or services, which are the subjects of this Invoice, this Invoice shall be governed
solely by the terms and conditions of that agreement and the Terms and Conditions shall not be applicable to this transaction.
Remittance Form: Please return this portion with your payment to ensure proper posting to your account. If you have any questions
re ardin • this invoice, contact Accounts Receivable at 866-872-0053. Thank ou.
CITY OF WATERLOO
1289603 83494368
1,680.00 USD
AMOUNT PAID
ATTN: DEANNE KOBLISKA
CITY OF WATERLOO
715 MULBERRY ST,
WATERLOO IA 50703-5783
Please make checks payable and remit to:
000000083494368000001680005
CITY DIRECTORIES
A SUBSIDIARY OF INFOGROUP
P.O. 955146
ST . LOUIS MO 63195-5146
City Clerk Use Only
Finance Committee
Approval Date S / I 5-
City of Waterloo
Expenditure Pre -Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Police Department to expend
$ 32,479.20 plus est. shipping costs of $ 0.00 to pay for or purchase
Annual software license enterprise agreement for police department computers for
the Microsoft products: Office Professional, Windows Professional and Core license.
This purchase or expenditure is being made because:
this is an annual agreement with the Insight company to update and maintain
the Microsoft software that is on all the department computers
Vendor selected for this purchase: Insight
n Bids or written quotes were taken on this purchase, as follows:
l l Bids or quotes were not taken on this purchase because:
Insight has the State of Iowa bid for Microsoft software. This is the only company
that can bid the software package that the department needs for the enterprise
agreement. When priced separately it is more expensive.
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
riGeneral Fund ❑ Road Use Tax ❑ Sewer Sanitation
EBonds ri Federal/other grants ❑ Other (specify)
This expenditure is to be coded to the following budget line -item:
41-3 11-1189 210G/ 414-11-1100-2106 Police Info System
(Fund - Department - Activity - Account Number)
in which the budgeted amount is
and the current available balance is
Respectfully sub itted,
(Signat re Dept. Head or si ee) ate (Signature Finance Dept. Review) Date
(Project Code)
$ fIVIt2G�l3 � �
$ /;! `,/,/Y `Y
K:\shared goodies\forms\Expenditure Pre -Authorization (Mar 2010)
Insight.
PUBLIC SECTOR
SOLD -TO PARTY
WATERLOO POLICE DEPT.
WENDY DRINOVSKY
715 MULBERRY ST
WATERLOO IA 50703-5714
USA
SHIP -TO ADDRESS
WATERLOO POLICE DEPT.
WENDY DRINOVSKY
715 MULBERRY ST
WATERLOO IA 50703-5714
USA
Insight Public Sector SLED
6820 S HARL AVE
TEMPE AZ 85283-4318
Tel: 800-467-4448
Quotation Number Creation Date
216271316 01-DEC-2014
PO Number :
PO Release :
Customer No. : 10704477
Sales Rep : Shawn Wood
Email : swood@insight.com
Telephone : 651-523-6161
Sales Rep 2 : Beau Slayton
Email : bslayton@insight.com
Telephone : 509-742-2315 X 5097
We deliver according to the following terms:
Payment Terms : Net 30 days
Ship Via : Electronic Delivery / Electronic Delivery
Terms of Delivery : FOB ORIGIN
Currency : USD
Material Description
Quantity
Unit Price Extended Price
269-12445-ESA3
Microsoft Office Professional Plus - License &
software assurance -1 PC - Enterprise - Win -All
Languages
Coverage Dates: 01-NOV-2014 - 31-OCT-2015
STATE OF IOWA COTS SOFTWARE CONTRACT(# 4276-12)
AUTHORIZATION NUMBER: ANNUAL BILLING DUE 10/1/14
LICENSE: 5499153
Deploy To Date: 11/01/2014
130 147.80 19,214.00
Page 1 of 3
Insight.
PUBLIC SECTOR
Quotation Number/ Creation Date
216271316 / 01-DEC-2014
Material Description Quantity Unit Price Extended Price
FQC-02462-ESA3
Windows Pro - Upgrade & software assurance - 1 PC -
Platform - Enterprise -All Languages
Coverage Dates: 01-NOV-2014 - 31-OCT-2015
STATE OF IOWA COTS SOFTWARE CONTRACT(# 4276-12)
W06-01063-ESA3
AUTHORIZATION NUMBER: ANNUAL BILLING DUE 10/1/14
LICENSE: 5499153
Deploy To Date: 11/01/2014
Microsoft Core CAL - License & software assurance -1
device CAL - Platform - Enterprise - All Languages
Coverage Dates: 01-NOV-2014 - 31-OCT-2015
STATE OF IOWA COTS SOFTWARE CONTRACT(# 4276-12)
AUTHORIZATION NUMBER: ANNUAL BILLING DUE 10/1/14
LICENSE: 5499153
Deploy To Date: 11/01/2014
130 42.84 5,569.20
130 59.20 7,696.00
Product Subtotal
Tax
Total
32,479.20
0.00
32,479.20
Lease & Financing options available from Insight Global Finance for your equipment & software acquisitions. Contact
your Insight account executive for a quote.
1
Thank you for considering Insight. Please contact us with any questions or for additional information about Insight's
complete IT solution offering.
Sincerely,
Shawn Wood
651-523-6161
swood@insight.com
Fax: 480-760-9899
Page 2 of 3
Insight®
PUBLIC SECTOR
Beau Slayton
509-742-2315 Ex 5097
bslayton@insight.com
Quotation Number/ Creation Date
216271316 / 01-DEC-2014
Insight Global Finance has a wide variety of flexible financing options and technology refresh solutions. Contact your Insight representative
for an innovative approach to maximizing your technology and developing a strategy to manage your financial options.
Subject to IPS Terms & Conditions online unless purchase is being made pursuant to a separate written agreement in which case
the terms and conditions of the separate written agreement shall govern.
https://www. ips. insight. com/us/en/term s-condilions/terms-of-sale-products. html
Page 3 of 3
City of Waterloo
Expenditure Pre -Authorization Request Form
City Clerk Use Only
Finance Committee
Approval Date qs/t
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Sanitation
$ 6,500.00 plus est. shipping costs of $ 0.00
Hydraulic lift platform - F-250 Trucks
Department to expend
to pay for or purchase
This purchase or expenditure is being made because:
Assist loading and unloading of materials
Vendor selected for this purchase: Stuber Truck Equipment
n Bids or written quotes were taken on this purchase, as follows:
Stuber Truck Equipment - Waterloo, IA - $3250 each
Bill Colwell Ford - Hudson, IA - $3948 each
❑ Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
nGeneral Fund Road Use Tax n Sewer n Sanitation
nBonds ❑ Federal/other grants ❑ Other (specify)
This expenditure is to be coded to the following budget line -item:
525-15-5400-2117
(Fund - Department - Activity - Account Number)
in which the budgeted amount is
and the current available balance is
Respectfully submitted,
(Project Code)
$ 273,500.00✓
$ 222,518.00 73 600 -/
K:\shared goodies\forms\Sanitation - Tommy Lifts - Dec 2015.xls (Mar 2010)
-23-W
City Clerk Use Only
Finance Committee
Approval Date 115.115.
City of Waterloo
Expenditure Pre -Authorization Request Form
The Finance Committee of the City Council is hereby requested to authorize the following
purchase or expenditure submitted by the Sanitation Department to expend
$ NTE 2300. plus est. shipping costs of $ 0.00 to pay for or purchase
Postage for annual recycle calendar mailing
This purchase or expenditure is being made because:
Annual recycle calendar mailing
Vendor selected for this purchase: Pioneer Graphics
❑X Bids or written quotes were taken on this purchase, as follows:
Pioneer Graphics - $0.217 per piece Luc rr) 41L
City of Waterloo Standard Postage - $0.46 per piece 7Asurd /2kJJ-fZ
❑ Bids or quotes were not taken on this purchase because:
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
❑ General Fund
❑ Bonds
Road Use Tax
Sewer ❑ Sanitation
Federal/other grants ❑ Other (specify)
This expenditure is to be coded to the following budget line -item:
525-15-5400-1343
(Fund - Department - Activity - Account Number)
in which the budgeted amount is
and the current available balance is
Respectfully submitted,
.S-tea 1•/
(Project Code)
$ 21,000.00 ✓
$ 15,901.63
K:\shared goodies\forms\Pre Auth - Calendar Postage - 2015.xls (Mar 2010)
City Clerk Use Only
Finance Committee
Approval Date 5i1'S'
City of Waterloo
Expenditure Authorization Request Form
The Finance Committee of the City Council is here by requested to authorize the following
purchase or expenditure submitted by the Sewer
$ 1.500.00 plus ext. shipping cost of $ 0.00
One ArcGIS for Desktop Basic Single Use License
Department to expend
to pay for or purchase
This purchase or expenditure is being made because:
CMOM software for data entry and data retrieval by user.
Vendor selected for this purchase:
ESRI-Environ Systems Research Insti
Bids or written quotes were taken on this purchase, as follows
Bids or quotes were not taken on this purchase because:
Environmental Systems Research Institute, Inc. (ESRI) is the software rep. for CMOM
Programing.
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
▪ General Fund: nRoad Use Tax: ESewer Sanitation:
▪ Bonds:
nFederal/other grants:
111Other(specify):
This expenditure is to be coded to the following budget line -item:
570-14-5700-1570
(Fund - Department - Activity - Account Number)
in which budgeted amount is
and the current available balance is
Respectfully submitted,
_22 )2O1q ?6, ed a&.- (A) iwt i2 3 !SL
(Signature Dept. Head Or Designee) Date (Signature Finance Dept. Review) Date
(Project Code)
$ /07,G:�3
•
esrr*
ENVIRONMENTAL SYSTEMS RESEARCH INSTITUTE, INC.
380 New York St
Redlands, CA 92373-8100
Phone: (800) 447-9778 Fax: 909-307-3049
DUNS Number: 06-313-4175 CAGE Code: OAMS3
To expedite your order, please attach a copy of
this quotation to your purchase order.
Quote is valid from: 12/09/2014 To: 03/09/2015
Quotation # 20461131
Date: December 9, 2014
Customer # 439700 Contract #
City of Waterloo
Waste Management Dept
3505 Easton Ave
Waterloo, IA 50702
ATTENTION: Mark Brandes
PHONE: (319) 291-4553
FAX:
Material Qty Description
93198 1 ArcGIS for Desktop Basic Single Use License
Unit Price
1,500.00
Item Total:
Total
1,500.00
1,500.00
Subtotal:
Sales Tax:
Estimated Shipping & Handling(2 Day Delivery) :
Contract Pricing Adjust:
Once your order is processed, you will receive an email with your software
authorization number along with instructions on how to download the software
from my.esri.com.
1,500.00
0.00
0.00
0.00
Total:
$1,500.00
Esri may charge a fee to cover expenses related to any customer requirement to use a proprietary vendor management, procurement, or invoice program.
For questions contact: Matt Hamilton
Email: mhamilton@esri.com Phone: (800) 447-9778 x1169
The items on this quotation are subject to the terms set forth herein and the terms of your signed agreement with Esri, if any, or, where applicable, Esri's
standard terms and conditions at www.esri.com/legal, which are incorporated by reference. Federal govemment entities and government prime
contractors authorized under FAR 51.1 may purchase under the terms of Esri's GSA Federal Supply Schedule. Acceptance is limited to the terms of this
quotation. Esri objects to and expressly rejects any different or additional terms contained in any purchase order, offer, or confirmation sent to or to be
sent by buyer. All terms of this quotation will be incorporated into and become part of any additional agreement regarding Esri s products and services.
If sending remittance, please address to: Esri, File No. 54630, Los Angeles, Ca 90074-4630
HAMILTONM
This offer is limited to the terms and conditions incorporated and attached herein.
City Clerk Use Only
Finance Committee
Approval Date Vs Ai S
City of Waterloo
Expenditure Authorization Request Form
The Finance Committee of the City Council is here by requested to authorize the following
purchase or expenditure submitted by the Sewer
$ 6.077.57 plus ext. shipping cost of $ 300.00
Department to expend
to pay for or purchase
24" Sludge mixer propeller. seal cartridge and repair parts for Digester #3 mixer #3.
This purchase or expenditure is being made because:
Digester Mixer seal leaking oil/not maintaining fluid and Sludac mixer propeller
worn.
Vendor selected for this purchase:
Ovivo USA, LLC
Bids or written quotes were taken on this purchase, as follows
Bids or quotes were not taken on this purchase because:
Ovivo is rep. for mixer parts. Total cost including freight $6,377.57
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
General Fund: Road Use Tax: Sewer: Sanitation:
Bonds:
❑Federal/other grants:
DOther(specify):
This expenditure is to be coded to the following budget line -item:
520-14-5200-1571
(Fund - Department - Activity - Account Number)
(Project Code)
in which budgeted amount is $ 250,000.00
and the current available balance is
Respectfully submitted,
-Ci ���ZDit•'72, Z u
e,1 12 3e 11
(Signature Dept. Head Or Designee) Date (Signature Finance Dept. Review) Date
G
$ 6d.736.BO '7 /6:3
ovIvo
[ringing water to life
Ovivo USA, I 1 (:
4240 Riverboat Road. Sudo 3011
S.dt t .tko City, U 18412 1
141011e (8011911 3000 1 ae (11010.11 30110
Customer Quote
ATTENTION: Richard Olsen PHONE NO: 319-230-3889
SOLI) rr)
CUSTOMER NUMBER 102243
Waterloo, City of
Waste Management Services Dept.
3505 Easton Ave.
Waterloo IA 50702
USA
SFIll' 1O
Odom
Waterloo, City of
Waste Management Services Dept.
3505 Easton Ave.
Waterloo IA 50702
USA
0SSWOO7348
DATE
12/9/2014
ERMS
Net 30 days
CUSTOMER RFC)
:Alt 1ON
WIG
CURRENCY
USD
L#
Items
Quantity
U/M
Lead Time
Unit Price
Total Value
Ovivo can also provide you with installation labor services
Please contact us for additional turn key pricing
1 PART # 24785D83A 1 EA
CARTRIDGE,SEAL
Drawing: 24785D83 REV B
2 PART # F50463
DR SCR,TYPE U,18-8 #6X3/16
REV A
1,105 97
1,1059/
1 EA 1 84 1 84
3 PART # M025850 1 EA 25 59 25 59
PIN,GROOVED,TYPE E,316,1/4x1-1/2
Drawing: N/A REV +
4 PART # 900516A
PROPELLER,SLUDGE MIXER,24",CI
1 EA 4,94417 4,94411
Vour Point of Contact is:
Lance Gibson
E-mail lance.gibson@ovivowater com
Phone.801-931-3055
Fax 801-931-3080
Drawing: 900516 REV C
DATE: 12/9/2014
ovivo
Bringing water to life
Customer Quote
()vivo USA, I I (.:
4240 RIv ,rt)Uat Road, Sudn 100
Salt 1 ako Cily, II1 84121
(801)9.11 3000 Fax (801Ht113080
ATTENTION: Richard Olsen PHONE NO: 319-230-3889
SOLI) 10
CUSTOMER NUMBER 102243
Waterloo, City of
Waste Management Services Dept.
3505 Easton Ave.
Waterloo IA 50702
USA
SHIP 11)
Watorloo, City of
Waste Managomont Services Dotal.
3505 Easton Ave.
Watorloo IA 50702
USA
auoTI a
0SSW0O7348
DATE
12/9/2014
FLRMS
Net 30 days
COS [(WI It 01
Snl f ,I'1 R';()N
WIC,
( 11.1'I NUY
UFO J
Sale Amount:
Total Amount:
6,077.57
6,077.57
us()
30O.oc
(,311.51
DATE: 12/9/2014
City Clerk Use Only
Finance Committee
Approval Date 116 Ai S
City of Waterloo
Expenditure Authorization Request Form
The Finance Committee of the City Council is here by requested to authorize the following
purchase or expenditure submitted by the Sewer
$ 3,821.00 plus ext. shipping cost of $ 113.19
Replacementparts for Hayward Gordon pump. Digester Sludge Recirculation pump #1.
This purchase or expenditure is being made because:
Pump worn and needs to be rebuilt.
Vendor selected for this purchase:
Electric Pump
Department to expend
to pay Tor or purchase
sit�,�/�i!G
Bids or written quotes were taken on this purchase, as follows
Bids or quotes were not taken on this purchase because:
Electric Pump is rep. for these pump parts. Total cost including freight $3,934.19. Freight
cost was over $100.00 on first approved Pre-Auth 12-8-14. Total freight cost is $113.19
Prior Committee Actions (Dates): 12/8/2014
Please check the following box(es) as appropriate to describe the funding for this expense:
❑ General Fund: Road Use Tax: []Sewer: []Sanitation:
Bonds:
[]Federal/other grants: ElOther(specify):
This expenditure is to be coded to the following budget line -item:
5M-14-5,00-1571
(Fund - Department - Activity - Account Number)
(Project Code)
in which budgeted amount is $ 250,000.00 ``
and the current available balance is $ 47.763.09 /
Respectfully submitted,
(Signature Dept. Head Or Designee) Date (Sign ture Finance ept. Review) Date
4111.E.IM
ELECTRIC PUMP
SOLD TO:
CITY OF WATERLOO
715 MULBERRY STREET
WATERLOO, IA 50703
CONFIRM TO:
LARRY SMITH
)1,
1'Cll. I 11:
n I 1
S..SV0.1'1(, 11 .I1M111ii.n
SIIII' IO
(' Il'Y UE WAIF It 1( )1 )
WW11'
AVI.NUI
1AWIIWI'ls III,
WAr!-.RI11(I,IA 10/1)
I INI f1;I 1 A I I..ti
u.,W1,18}; 1
I ,I, I I ". 11 ' I '111I
i s 1011 11 1 11 1 1,1
1 1 u r III I I I' I 1`, ( I I
\ )1lfl nlll I 1 1
( 1. N1, ")1 I I> i
fV111
P1l I;ItI N('I
IIAYWARI)GtiltDON PAR IS
CUSTOMER P.O.: WP15-106 FOR ()Pi; ON
ITEM NO ORDERED SHIPPED RA('k: OPE)
SHIP VIA 111'11 Icrms Nel 10l)uv,
PIN; I
IINII ANIOIIN'!
HA Y WARD (,( )RI)ON SHAFT
*50623270 1.00 1.00 0.00
6_00 EACH 6.00
HA Y WARD GORDON 0-RIM i VOl .l rrl l
*2046704501 1.00 1.00 0.00 1,958.00 EACEI 1,958.00
FIAYWARI) GORDON SIIArl SLI:F(VI
*50623120 1.00 1.00 0.00
I0(1 EACI1 1.00
HAYWARD GORDON ORINU SHAH
SLEFVb'
*50523006 1.00 1.00 0.00 25.00 EACH 2:I.00
HAY WARD UORUON SI.INGER
*4016607801 1.00 1.00 0.00
1,831 00 I(A('I I 1,8 S I.00
Beginning October lst, 2008, payments by check may or will be processed as an electronic Net Freight: 3,110.19
Fr0
fund transfer. Your original check will not be returned. Funds may Sales be debited from theTax:
1 0.00
check writer's bank account on the same day the payment is received. Tax:
Invoice Total: 3,934.19
ORIGINAL
City Clerk Use Only
Finance Committee
Approval Date ) //G/
f
City of Waterloo
Expenditure Authorization Request Form
The Finance Committee of the City Council is here by requested to authorize the following
purchase or expenditure submitted by the Sewer
$ 3,821.00 plus ext. shipping cost of $ 100.00
Department to expend
to pay for or purchase
Replacement parts for Hayward Gordon pump, Digester Sludge Recirculation pump #1.
This purchase or expenditure is being made because:
Pump worn and needs to be rebuilt.
Vendor selected for this purchase:
Electric Pump
9 10
ti RECE1V EO
0
Bids or written quotes were taken on this purchase, as follows
Bids or quotes were not taken on this purchase because:
Electric Pump is rep. for these pump parts. Total cost including freight $3,921.00
Prior Committee Actions (Dates):
Please check the following box(es) as appropriate to describe the funding for this expense:
General Fund: nRoad Use Tax: nSewer: ❑Sanitation:
Bonds:
❑Federal/other grants: nOther(specify):
This expenditure is to be coded to the following budget line -item:
590-14-5900-1571
(Fund - Department - Activity - Account Number)
(Project Code)
in which budgeted amount is $ 250,000.00
and the current available balance is $ $6.828.62 V'
Respectfully submitted,
,--gAite•-.-=Z ., 3, zq' , i,5%.GCS . (dze:,e."7, ,z_ /z -4 - j L
(Signature Dept. Head Or Designee) Date (Signature Finance Dept. Review) Date
CEP
ELECTRIC PUMP
QUOTED TO:
CITY OF WATERLOO
715 MULBERRY STREET
WATERLOO, IA 50703
CONFIRM TO:
LARRY SMITH
CUSTOMER P.O. SHIP VIA
RIC(TARD UPS
11 LM NUMBER
UNIT ORDERED
QtJ()TATI()iN
A/NU b: 1,111, Slim.,,
Up:I I inca IA 'AI II I A,01 II:IA
Icicpbolle 0Ill if Ill.' / FAX 1'' 1')lo+ Yll/�1
Toll I'm: 1 FOO INI d'11MI'
www. olc chic) uu np. coin
l it 1( 11 If NI Ip.11l1:1,,
111 l/I 1. DA II(
Ol 1II; (1
I I R ;/2n 1.1
It141..0111:S 11'I I 1?A I'. I .I25/.1011
SALESPER5l1N:
CUSTOMER NO.
QUOIT%() BY:
JOB LOCATION:
CITY OF WATERLOO
715 MULBERRY S'('REE"1'
WATERLOO, IA 50703
JOIN MILLER
2914323
MJI,
MARQUITA
*** QUOTE ORDER -1)O NOT PAY ***
F.O.B. TERMS
Net 30 Days
SHIPPED BACK ORDER
PRICE
AMOUNT
*4016607801
*50623270
*2046704501
*50623120
*50523006
EACH
EACH
EACH
EACH
EACH
RICHARD, PLEASE FIND BELOW OUR OFFER ON THE PARTS FOR
A HAYWARD GORDON PUMP WITH SERIAL NUMBER 285835.
1.00 0.00
HAYWARD GORDON SHAFT
1.00 0.00
HAYWARD GORDON 0-RING VOLUTE
1.00 0.00
HAYWARD GORDON SHAFT SLEEVE
1.00 0.00
HAYWARD GORDON ORING SHAFT
SLEEVE
1.00 0.00
HAYWARD GORDON SLINGER
0.00
0.00
0.00
0.00
0.00
1,831.00
6.00
1,958.00
1.00
25.00
DELIVERY IS APPROX. 3 - 4 WEEKS AFTER RECEIPT OF ORDER.
FREIGHT IS NOT INCLUDED IN ABOVE PRICES.
mlong@electricpump.com
THANK YOU, MARQUITA LONG
-i%c`5 %Z-ee SLUDGE 2E c i e G Li L'
.78- ? -5
A 1.5% LATE CHARGE WILL BE ADDED TO
ACCOUNTS 30 DAYS AND OLDER
ABOVE PRICING EFFECTIVE FOR 30 DAYS
..(-4
Net Order:
Less Discount:
Freieht:
Sales Tax:
Order Total:
1,831.00
6.00
1,958.00
1.00
25.00
3,821.00
0.00
0.00
0.00
3,821.00
n{ a! sic. 6 C'
3 a/7.7
Budget Amendment Descriptions for 1/5/2015 Finance Committee Meeting Agenda:
1. Approve project budget amendments for the purchase of body cameras for police officers in the
estimated amount of $10,000 funded with donations submitted by the Police Department.
Please use this for project budget descriptions on Finance agenda. Do not need to include this cover
sheet in the Finance Committee packet.
PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION
PAGE TWO
Project Name (from page one) 1 Body Cameras
Department No. project will be budgeted under 11
Activity No. project will be budgeted under 010 11 1160
REVENUES:
3000 Cash on Hand
3350 Federal Grant
3352 Federal HUD Grant
3354 Shared Program - Local
3357 Shared Program - County
3358 Shared Program - City
3360 Shared Program - State
3361 State Grant 10,000.00
3720 Donations - Restricted 10,000.00
3370 School Share Liaison
City Clerk Use Only
Finance Committee
Approval Date
(Each column should only include amounts by fund)
Fund: _010- Fund: _010-
11 11
1150 1160
Bond Fund
Total
3373 Fed Pass thru for Iowa
Funded with property tax
EXPENDITURES:
TOTALS $ - $ 10,000.00 $ $ $ 10,000.00
1111 Salaries - Regular
1112 Salaries - Part Time
1131 Health
1122 IPERS
1121 FICA
1123 Disability
2128 Guns & Body Armor
/66,3 Piariv,dio E
TOTALS
10,000.00 10,000.00
$ 10,000.00
$ $ 10,000.00
\� y14LY
�tf3c/I1 Y �, PL., . -1 /?-3. 4
(Signature Dept. Head)
Date (Sic nature Finance Dept. Review) Date
K:\shared goodies\forms\Project Budget Worksheet14\Page 2 (Donat or NON-constr) (Mar 2010)
PROJECT BUDGET WORKSHEET - ALL PROJECTS-4r-aJes . Ys/iS
PAGE ONE
Project Name
City Contract No.
Project Manager
Project Budget Total
Body Cameras
Director Trelka
$ 10,000.00
1. How will this project be funded?
A. Federal Grant Yes No
Grant Name
CFDA #
B. State Grant Yes No L
Grant Name
C. City Match Source of Funding
D. Other Entities Yes x No
Name
Donations
% Paid by federal grant
Grant Agreement Number
% Paid by state grant
Grant Agreement Number
% Paid by City
% Paid by other entity
2. Attach copies of any grant agreements that will fund the project (REQUIRED)
3. Does the project include the purchase of right of way or other real property?
If yes, will real property purchases be reimbursable under the grant?
If yes, have you attached authorization to purchase real property to this document?
4. Will this project include any non -participating expenses, such as:
A. Stormwater permit fees
B. Publication, or printing costs
C. Others, list
5. Does this project cover any regular full-time salaries or benefits?
6. Include a brief description of the project in the space below: (REQUIRED)
The Waterloo Police Department will continue to use these funds to purchase body cameras.
Done None
/ao 7c
Page 2 must be attached and signed.
K:\shared goodies\forms\Project Budget Worksheet14\Body Camera (Mar 2010)