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HomeMy WebLinkAbout08/01/2016FINANCE COMMITTEE August 1, 2016 5:10 PM Harold E. Getty Council Chambers Members Chairperson Ron Welper Vice Chairperson Bruce Jacobs Tom Powers Roll Call: Approval of Agenda Approval of Minutes Minutes of July 25, 2016, as proposed. NEW BUSINESS TRAVEL REQUESTS 1. Sam Barrett, Sanitation Operations Supervisor Class/Meeting: Solid Waste Composting (on-line) Destination: Waterloo, IA Dates: TBA Amount not to exceed: $175.00 2. Chief Trelka and Lt. McClelland Class/Meeting: Training / Consultation Garry McFadden Destination: Charlotte, NC Dates: August 23-25, 2016 Amount not to exceed: $1,176.00 3. P.O. Saunders Class/Meeting: International Outlaw Motorcycle Gang Investigators Association Conference 2016 Destination: Kansas City, MO Dates: August 21-26, 2016 Amount not to exceed: $1,148.00 4. Refund request for garbage collection fees paid on a vacant property located at 511 Hope Avenue in the amount of $484.06. 5. Refund request for garbage collection fees paid on a vacant property located at 715 Lorraine Street in the amount of $216.00. 6. Refund request by CLH Management for garbage collection fees paid while contracted with a private hauler for properties located at 803 and 811 Sonya Drive, in the amount of $93.80. 7. Refund request for overpayment of fees for yard waste and extended services which were billed in error for property located at 934 Lincoln Street, in the amount of $85.40. 8. Pre -Authorizations to Expend over $1,000.00 Engineering Amount and Estimated S/H: $18,466.70 Expenditure: The repair of a sanitary sewer manhole at the end of Nevada Street. Fire Amount and Estimated S/H: $4,000.00 Expenditure: Consumables for classes held on site at the Training Center. Garage Amount and Estimated S/H: $22,902.67 Expenditure: Engine replacement - Parks refuse truck - 410804. Human Rights Amount and Estimated S/H: $8,000.00 Expenditure: Television advertising (KWWL). Human Rights Amount and Estimated S/H: $2,000.00 Expenditure: Billboard Advertising (Lamar Advertising). Leisure Services Amount and Estimated S/H: $1,678.00 Expenditure: Two (2) light posts with mini acorn globes. Leisure Services Amount and Estimated S/H: $12,000.00 Expenditure: Rental of portion of maintenance building space at 304 W. 5th Street to cover August 2016 through July 2017. (FY Budget 2017) MIS Amount and Estimated S/H: $1,214.21 Expenditure: Annual maintenance contract for Dell Server. Police Amount and Estimated S/H: $5,255.10 Expenditure: Repair squad car #409 which was involved in an accident. Police Amount and Estimated S/H: $16,980.00 Expenditure: Renewal of the annual support agreement for Shieldware, Tracs software and NCIC server for July 2016 to June 2017. Safety Committee Amount and Estimated S/H: NTE $1,000.00 Expenditure: Wellness and Safety Fair prizes / Work Apparel. Traffic Operations Amount and Estimated S/H: $1,932.50 Expenditure: Directional bore and conduit installation at W. Park Avenue and Commercial Street. Sewer Department Amount and Estimated S/H: $3,006.50 + $200 S/H Expenditure: Seven (7) Pressure Switches for Digester Boilers. BUDGET LINE ITEMS TO BE AMENDED 9. Approve the budget amendment for general obligation bond proceeds sold in prior years that were not spent as of June 30, 2016, in the amount of $5,335,758, as submitted by the Finance Department. BIT ,T S PAYMENT 10. August 1, 2016. ADJOURNMENT Suzy Schares, CMC City Clerk/Human Resource Director TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. LINE ITEM USED FYA% BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance STAFF ONLY .92S -/;;-5 `'oo J '' %DULL P / 7! -' Copy - Department NAME(S) AND POSITION(S): Sam Barrett Sanitation Operations Supervisor DATE: July 27, 2016 NAME OF CLASS / MEETING: Solid Waste Composting DEPARTURE DATE: N/A DESTINATION: Waterloo, IA DEPARTURE POINT IF NOT WATERLOO: DATE(S) OF MEETING: RETURN DATE: N/A TBA PURPOSE OF TRAVEL/TRAINING: Attend Solid Waste Composting on-line webinar, provided by Kirkwood Community College. Course provides 2.5 CEU's and certification in composting. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: X COST $ 175.00 YES NO METHOD OF TRAVEL: N/A CITY VEHICLE AIRFARE DEPARTING FROM: PRIVATE VEHICLE ESTIMATE OF COST: LODGING MEALS REGISTRATION MILEAGE/FUEL TOTAL FOR ALL: $ TAXI PARKING AIRFARE MISC/TOLLS BUDGET LINE ITEM: 525-15-5400-1315 GRANT REIMBURSABLE YES NO REQUIRED CERTIFICATION YES NO TOTAL: $ 175.00 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO DEPARTMENT HEAD July 27, 2016 I APPROVE THIS TRAVEL REQUEST DATE DATE K:\Shared Goodies\Forms\Travel Request Form January 2010 TRAVEL REQUEST CITY OF WATERLOO NAME(S) AND POSITION(S): Chief Trelka Lt. McClelland FINANCE DEPT. STAFF ONLY LINE ITEM USED -46r1 /1gc dd) 1/ 0-41D FY _2017_ BUDGETED X/r{0jj1) /060 EXPENDED YTD THIS REQUEST 56.8 "� � �y LEFT AFTER THIS REQUEST e//93 DATE ?Jc 7-�/- /b NAME OF CLASS / MEETING: Training/Consultation Garry McFadden DATE riginal - c.lermance wpy - uep July 26th, 2016 DEPARTURE DATE: August 23, 2016 DESTINATION Charlotte, North Carolina DEPARTURE POINT IF NOT WATERLOO: Checking all prices Return Date: August 26th, 2016 DATE(S) OF MEETING: August 24-25th, 2016 PURPOSE OF TRAVEL: Director Trelka is requesting authorization for him and Lt. McClelland to attend training put on by Detective Garry McFadden in Charlotte, North Carolina, on August 23 thru the 26th, 2016.Driector Trelka and Lt. McClelland will meet with and train with Charlotte -Mecklenburg Detective Garry McFadden (Ret.). Detective McFadden has investigated or was involved in the investigation of over 800 homicides over his 35 year career. Detective McFadden has successfully developed and implemented several programs in high crime areas that have resulted in a reduction in crime in those areas. He has also introduced programs that have successfully improved police/minority community member relations. Det. McFadden charges no fee for this initial 8-hour consultation where visiting officers experience his programs firsthand. Visiting officers are responsible for travel and lodging WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: x COST $ YES NO METHOD OF TRAVEL: CITY VEHICLE PRIVATE VEHICLE x AIRFARE DEPARTING FROM: Checking all prices ESTIMATE OF COST: $300.00 LODGING 50.00 Taxi $226.00 MEALS .00 Parking $.00 REGISTRATION 600.00 AIRFARE $.00 MILEAGE/FUEL .00 Baggage fee TOTAL FOR ALL: $ 1176.00 BUDGET LINE ITEM: x GRANT REIMBURSABLE YES NO x YES NO TOTAL: $ 588.00 PER PERSON REQUIRED CERTIFICATION I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO I APPROVE THIS TRAVEL REQUEST oEPARTMENT HEAD MAYOR DATE //.te DATE TRAVEL REQUEST CITY OF WATERLOO FINANCE DEPT. LINE ITEM USED FY _2017 BUDGETED EXPENDED YTD THIS REQUEST LEFT AFTER THIS REQUEST DATE Original - Clerk/Finance STAFF ONLY 010-11-1100-1346 000) :Wiz 7'26-/4, Copy - Department NAME(S) AND POSITION(S): P.O. Joe Saunders DATE July 22nd, 2015 NAME OF CLASS / MEETING: International Outlaw Motorcycle Gang Investigators Association Conference 2016 DEPARTURE DATE: August 21 st, 2016 DESTINATION Kansas City, Missouri DEPARTURE POINT IF NOT WATERLOO: Return Date: August 26t, 2016 DATE(S) OF MEETING: August 21st thru 26th, 2016 PURPOSE OF TRAVEL: Lieutenant Campbell is requesting authorization to send Officer Joe Saunders to the 2016 International Outlaw Motorcycle Gang Investigators Association Conference in Kansas City, Missouri. The conference with cover officers safety, traffic stops, advanced CA management, human trafficking, outlaw motorcycle gangs, law enforcement networking, Innovative enforcement, OMG updates and current trends, court room testimony, interviewing OMG members and social media related to outlaw motorcycle gangs. P.O. Saunders is the president of the Iowa Chapter of the Midwest Motorcycle intelligence Organization and also instructs Biker 101 throughout the state and to the Waterloo Police Department officers. A city vehicle will be needed for the training. WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL: x COST $ YES NO METHOD OF TRAVEL: x CITY VEHICLE AIRFARE DEPARTING FROM: PRIVATE VEHICLE ESTIMATE OF COST: $750.00 LODGING $248.00 MEALS .00 $.00 REGISTRATION .00 $150.00 MILEAGE/FUEL 00 TOTAL FOR ALL: $ 1148.00 Rental car PARKING AIRFARE Baggage fee BUDGET LINE ITEM: x GRANT REIMBURSABLE YES NO x REQUIRED CERTIFICATION YES NO TOTAL: $ 1148.00 PER PERSON I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE AND IS NECESSARY AND BENEFICIAL TO THE CITY OF WATERLOO I APPROVE THIS TRAVEL REQUEST DEPARTMENT HEAD MAYOR /If DATE DATE City of Waterloo Expenditure Pre -Authorization Request Form (ay Clerk Use Only f mance Connniltne ,g� Approval Date il The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Engineering Department to expend $ 18,466.70 plus est. shipping costs of $ to pay for or purchase the repair of a sanitary sewer manhole al the end of Nevada Street. This purchase or expenditure is being made because. The Cedar River is eroding the bank around the sanitary sewer manhole. This repair will make the manhole watertight and protect it from erosion. Vendor selected for this purchase: Boulder Construction F1 Bids or written quotes were taken on this purchase, as follows: Boulder Construction: $18,466.70 PCI Construction: $19,691.20 Vieth Construction: $21,684.50 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 I I Road Use Tax n Sewer I I Sanitation nBonds nFederauother grants Other (specify) This expenditure is to be coded to the following budget line -item: 520-14-5200-2163 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfu submj (Sfna ure De Head or Designee) Ta7/i6 D to (Signa (Project Code) $ 258,309.00 / $ 258,309.00 u/, ,�ril re Finance Dept. Review) Date K:lshared goodiesVformsdVevada Street Pre-Auth (Mar 2010) 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 WFR/HMRTC Department to expend $ 4,000.00 plus est. shipping costs of $ 0.00 to pay for or puchase consumables for classes held on site at the Training Center This purchase or expenditure is being made because: This is a service we provide our customers. Some organizations prefer to keep their employees on site rather than allow them to leave for lunch. As this is optional to our customers and varies by number of classes held at the Center we can only estimate cost. El Bids or written quotes were taken on this purchase, as follows: El Bids or quotes were not taken on this purchase because: We have used various options and agencies over the years and use those who provide us the best quality and delivery versus cost. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: n General Fund ❑ Road Use Tax ❑ Sewer ❑ Sanitation n Bonds Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: Food Service 010-12-1415-1394 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respe (Project Code) $ 4fvvo`�` (Signature Dept. Head 4 Designee) Date (Signature Finance Dept. Review) Date users\shared goodies\forms\Consumablesexpauthl5.xls(Oct 2000) City of Waterloo Expenditure Pre -Authorization Request Form City Clerk Use Only Finance Committee Approval Date &/0 // so The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Central Garage $ 22,902.67 plus est. shipping costs of $ 0.00 Engine replacement - Parks refuse truck - 410804 Department to expend to pay for or purchase This purchase or expenditure is being made because: Engine burning excessive oil/ turbocharger leaking (emergency repair) Vendor selected for this purchase: Witham Auto Center ❑ Bids or written quotes were taken on this purchase, as follows: I I Bids or quotes were not taken on this purchase because: OEM only 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 n Sewer n Sanitation Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 414-37-4100-2117 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitted, 7-Z 1-ic (Project Code) $ 50,000.00 '" $ 42,401.26 +7- K:\shared goodies \forms\Central Garage - Parks Refuse Truck - July 2016.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date / // 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 Human Rights Department to expend $ 8,000.00 plus est. shipping costs of $ N/A to pay for or purchase Television advertising (KWWL) This purchase or expenditure is being made because: as part of our advertising campaign to affirmatively further fair housing Vendor selected for this purchase: n Bids or written quotes were taken on this purchase, as follows: Q Bids or quotes were not taken on this purchase because: we feel that KWWL is a good arena to help us affirmatively further fair housing. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ❑ General Fund ❑ Road Use Tax n Sewer 0 Sanitation ❑ Bonds ❑X Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: 010-27-2510-1351 27 FHAP FY13 PART (Fund - Department - Activity - Account Number) in which the budgeted amount is (Project Code) $ 10,000.00 and the current available balance is $ 10,000.00 / Ily sub ted, 7-7-5-2o(zi 7-a7-/(o t i.nature Dept. Heed or D_ ignee) Date ( ignture Finance Dept. Review) Date K:\shared goodies\forms\Expendit re P---Authorization KWWL.xIs (Mar 2010) City of Waterloo Expenditure Pre -Authorization Request Form City Clerk Use Only Finance Committee Approval Date 54 /1 The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Human Rights Department to expend $ 2,000.00 plus est. shipping costs of $ N/A to pay for or purchase Billboard Advertising (Lamar Advertising) This purchase or expenditure is being made because: as part of our advertising campaign to affirmatively further fair housing Vendor selected for this purchase: (1 Bids or written quotes were taken on this purchase, as follows: �X Bids or quotes were not taken on this purchase because: we feel that Lamar Advertising is a good arena to help us affirmatively further fair housing 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 n Sanitation Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-27-2510-1351 27 FHAP FY13 PART (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and ■ - current available balance is ubmitte $ 10, 000.00 $ 1.97896-60 7 ' -- 249 (6 %I �Gr Pic- (e)-(-z-4-1a& 7-2-1-1 (Signature Dept. Head Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies Worms) xpendi re Pre -Authorization LAMAR.xls (Mar 2010) City of Waterloo Expenditure Pre -Authorization Request Form City Clerk Use Only Finance Committee Approval Date The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure Services Department to expend $ 1,678.00 plus est. shipping costs of $ to pay for or purchase Two (2) light posts with mini acorn globes. This purchase or expenditure is being made because: to replace two posts that were broken in Leavitt Park. Vendor selected for this purchase: Chick -A -Pen Hill Des Moines IA X Bids or written quotes were taken on this purchase, as follows: Bids or quotes were not taken on this purchase because: This vendor sells the lamps that match the other lamps in Leavitt Park. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ❑X n General Fund Bonds Road Use Tax Sewer Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: 010-37-4100 1371 Sanitation (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is spect u ub tttd, gna ure De.. 'mad or Designee) $ 22,050.00 V $ 21,479.00 7,97-4 Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City of Waterloo Expenditure Pre -Authorization Request Form City Clerk Use Only Finance Committee Approval Date '9/' 1 The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Leisure Services Department to expend $ 12,000.00 plus est. shipping costs of $ to pay for or purchase Rental of portion of maintenance building space at 304 W 5th Street. This will pay for months of August 2016 through July 2017. FY budget 2017 This purchase or expenditure is being made because: to relocate equipment and maintenance operations for the downtown area maintenance crew. Vendor selected for this purchase: JSA Development LLC X Bids or written quotes were taken on this purchase, as follows: Bids or quotes were not taken on this purchase because: Facilities available for this purpose are limited in the downtown area. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ❑X General Fund Bonds Road Use Tax Sewer n Sanitation Federal/other grants Other (specify) This expenditure is to be coded to the following budget line -item: 010-37-4110 1390 Fiscal Year 2017 budget (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitt (Project Code) $ 13,000.00 i $ 13,000.00 7-. 7-4(Signature @�}1FHead or Designee) Date (Si ature Finance Dept. Review) Date K:\shared goodies\forms\JSA Preath.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date 13/t/(1., 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 MIS Department to expend $ 1,214.21 plus est. shipping costs of $ to pay for or purchase This purchase or expenditure is being made because: Annual maintenance contract for Dell Server Vendor selected for this purchase: Dell ❑ Bids or written quotes were taken on this purchase, as follows: n Bids or quotes were not taken on this purchase because: Dell recommended vendor for maintenance renewal. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ElGeneral Fund 0 Road Use Tax ❑ Sewer Sanitation Bonds I I Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: 010-01-8220-1520 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitted, (Project Code) $ / 9, (00 ( 7 21-I (Signature De t. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Pre-Auth Dell Server Maintenance.xls (Mar 2010) Extended Services Quote Information 1024477520745 Customer Information July 25, 2016 CITY OF WATERLOO 1670783 Dell Contact Information Eddy Ortega APOS Services Consultant Eddy Ortega@DELL.com Phone: 1-800-247-4618 ext. 4253140 Fax: 1-866-584-8581 Dell Extended Services Details Current Equipment Information Service Tag Model FWS7HS1 POWER EDGE T710 Service Contract Type ND Ship Date 2/1/2012 Service Contract Expiration 2/1/2015 Service Contract New Contract Type End Date ND PSP Service Extension 7/24/2017 $ 1,015.21 Reinstatement Fee Total Price $ 199.00 $ 1,214.21 6H Contract Descriptions ProSupport 2HR 7x24 Onsite/6HR Resolution S1/S9 ProSupport 4HR 7X24 Onsite 8H ProSupport 8HR 7x24 Onsite S4 BASIC 4HR 5x10 Onsite NO Next Business Day Onsite Resolution ND Next Business Day Onsite NP BASIC Next Business Day Parts Only SP BASIC Same Day Parts Only AE Advanced Exchange RR Return to Depot FR Rapid Return for Repair R5 Retail Next Business Day Onsite + 5 Peripherals SR Retail 4HR 7x24 + 5 Peripherals PS ProSupport Technical Support PSMC ProSupport Mission Critical Technical Support PSPMC ProSupport Plus Mission Critical Technical Support PSP ProSupport Plus Technical Support PY ProSupport Plus EUC EPS Enterprise ProSupport Technical Support EPSMC Enterprise ProSupport Mission Critical Technical Support RS Retail Technical Support LT Limited Technical Support CC Accidental Damage/Complete Care KK Keep Your Hard Drive SH SATA Hard Drive Service IE IT Advisory Services Essential Package IS IT Advisory Services Strategic Package DL Z2 0.timize Software Data Prog Base Z3 Data Prog Exp Z8 Enter Mgr Chargeback ZB Fast Track Base Confidential - Dell Computer Corporation Extended Services Subtotal Reinstatement Fees Parts Subtotal: Discounts Applied Total: 1,015.21 $ 199.00 1,214.21 $ ,214.21 Pricing does not include sales tax where applicable. This quotation is valid for 30 days. Purchase Order Requirements Please remember to include the following information: - Billing address - Shipping address, including a contact name & phone number - Terms stated as 'Net 30' - A total dollar amount - An authorizing signature (if required) Please attach a copy of your Dell quote, or reference the Dell quote number(s) on the purchase order. Page 1 0f 2 ZC Fast Track Exp ZD Live Vol Base ZE Live Vol Exp ZF Multi Controller ZG Remote In Replay Base ZH Remote In Replay Exp ZI Replay Mgr Enter License ZK Replay Mgr MS ZL Stor Ctr Core Base Bundle ZM Upgrade Replay Mgr Enter License ZO Live Volume+ RIRA Base ZP Live Volume + RIRA Exp ZO Vmware ZR Stor Ctr Core Exp Bundle ZU zNAS High Availability Cluster ZV zNAS Base ZW SV/GD/PL Legacy Contracts zNAS Ex. {No longer available ) Silver/Gold/Platinum TS Client Gold Technical Support IPS IT ProSupport IPSMC IT ProSupport Mission Critical Questions about Services? Click here. Support Questions? Click here. Confidential - Dell Computer Corporation Page 2 0( 2 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 $ 5,255.10 plus est. shipping costs of $ 0.00 to pay for or purchase repair squad car # 409 which was involved in an accident City Clerk Use Only Finance Committee Approval Date 'C'/ / „ This purchase or expenditure is being made because: repair a squad #409 was involved in a traffic accident Vendor selected for this purchase: Cedar Valley Motors Bids or written quotes were taken on this purchase, as follows: Cedar Valley Motors $5,255.10 (Total Cost including siren) John's Autobody $5,043.33 (Bid does not iclude a siren needing to be replaced which cost $298.00- Total bid cost $ 5,341.33 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: ❑X General Fund ❑ Road Use Tax ❑ Sewer ❑ Sanitation Bonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-11-1100-1378 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is tted, CA, 7127, (Signature Dept. Hea or slgnee) D to (Signature Finance Dept. Review) Date (Project Code) K:\shared goodies\forms\Expenditure Pre -Authorization (Mar 2010) City of Waterloo Expenditure Pre -Authorization Request Form City Clerk Use Only Finance Committee Approval Date ?/%� The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Police Department to expend $ 16,980.00 plus est. shipping costs of $ 0.00 to pay for or purchase renewal of the abbual support agreement for Sheildware, Tracs software and NCIC server for July 2016 to June 2017 This purchase or expenditure is being made because: this is an annual renewal that supports the Sheildware system that is used by the Police Department for data collection and State of Iowa mandated reports Vendor selected for this purchase: Shield Technology Corporation ❑ Bids or written quotes were taken on this purchase, as follows: Bids or quotes were not taken on this purchase because: This system is what is used countywide and is propriety to the Sheild Technology Corporation. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: nX General Fund 7 Road Use Tax 7 Sewer n Sanitation ▪ Bonds 7 Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: 010-11-1105-1520 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectful ly mitted, ee t.� (Project Code) $ 80,/o0— (Signature p: or 7/9)0/44 l Date (Sig ature Finance Dept. Review) 7 /6o Date K:\shared goodies\forms\Expenditure Pre -Authorization (Mar 2010) City of Waterloo Expenditure Pre -Authorization Request Form City Clerk Use Only Finance Committee Approval Date The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the Safety Committee Department to expend Wra $ 1,000.00 plus est. shipping costs of $ to pay for or purchase Wellness and Safety Fair prizes/ Work Apparel This purchase or expenditure is being made because: Vendor selected for this purchase: Dickeys Printing ❑ Bids or written quotes were taken on this purchase, as follows: 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: nGeneral Fund n Road Use Tax ❑ Sewer n Sanitation n Bonds ❑ Federal/other grants n Other (specify) This expenditure is to be coded to the following budget line -item: 010-09-8255-1315 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitted, (Project Code) $ 15,000.00 $ 15,000.00 • 7/a0‘. rcl� /./A, lrJZc4,14.1A 7za/' (SignatuDept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committee Approval Date / 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 Department to expend $ 3.006.50 plus ext. shipping cost of $ 200.00 to pay for or purchase Seven (7) Pressure Switches for Digester Boilers. This purchase or expenditure is being made because: Replacements for worn-out pressure switches. Vendor selected for this purchase: Miller Mechanical Specialties, Inc. []Bids or written quotes were taken on this purchase, as follows ®Bids or quotes were not taken on this purchase because: Miller Mechanical Specialties, Inc. is rep. for replacement parts. Total cost including freight is $3,206.50. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: nGeneral 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 $ 350,000.00 `7 and the current available balance is $ 305.337.61 .✓ Respectfully submitted, — 1( Z1J2s�Ih (Signature Dept. Head Or Designee) Date (Signature Finance Dept. Review) Date Quotation From: MILLER MECHANICAL SPECIALTIES, INC. PO BOX 1613 *** ORDERS@MMSINCONLINE.COM *** DES MOINES IA 50305-1613 Ph: (515) 243-4287 Fx: (515) 243-7313 Quotation For: City of Waterloo 3505 Easton Ave Waterloo IA 50702 Ph: QUOTATION Page: 1 Quotation#: 1685203 Revision#: Fx: (319) 273-8632 Prin Dates 07/25/16 Quote#: Attn: Kent Quin E-Mail: ictshop®waterloo-ia.org Ref: SOR Pressure Switch Please Address Order To: MILLER MECHANICAL SPECIALTIES, INC. PO BOX 1613 *** ORDERS@MMSINCONLINE.COM *** DES MOINES IA 50305-1613 FOB: FACTORY Shipment: 4-6 WEEKS ARO Salesman: TOM SHIMAK Validity: 30 DAYS Terms: NET 30 DAYS REFERENCE: We are pleased to propose the following items for your consideration. If you have any questions regarding our proposal, please contact us. Part#/Description Unit Price Total Prir,a 1 7 12NN-K614-M2-C1A SOR PRESSURE SWITCH RANGE 2.5-45 IN WC OVERRANGE 200 PSI PROOF 400 PSI ELECTRICAL RATING: 15 AMPS 250 VAC, 5 AMPS 30 VDC 12 = NO. 12 PSTON NN = NEMA 4X (IP65) ALUMINUM HOUSING, 3/4"NPT (F) CONDUIT CONN. K = SPDT, DEAD BAND FIXED 614= NO. 614 SPRING M2 = 316L SS DIAPHRAGM/BUNA-N 0-RING C = 316/316L SST PROCESS CONNECTION lA = 1/4 INCH NPT (F) 429.50 3,006.50 Quote Total: 3,006.50 Please email your order to: orders@mmsinconline.com. Should you wish more ,g-st f information on our products or services, visit our website at mmsinconline.com 10o.y By: CURTIS ANDERSON for TOM SHIMAK 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 Traffic Operations Department to expend $ 1,932.50 plus est. shipping costs of $ to pay for or purchase Directional bore and conduit installation at W. Park Ave. and Commercial St. City Clerk Use Only Finance Committee Approval Date This purchase or expenditure is being made because: First Quote was based on 90 feet of conduit installation - actual was 130 feet. Vendor selected for this purchase: Communication Technologies 0 Bids or written quotes were taken on this purchase, as follows: Communication Technologies Des Moines, IA $1,932.50 contractor is familiar with problem area and vault wall and will be on site to coordinate with bank project. Bids or quotes were not taken on this purchase because: Prior Committee Actions (Dates): Approved NTE $1,600.00 on 7/11/16. Please check the following box(es) as appropriate to describe the funding for this expense: ❑ General Fund n Bonds ❑X Road Use Tax ❑ Sewer ❑ Sanitation Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 266-17-7120-1390 (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitted, (Signature Dept. ead or Designee) (Project Code) $ 4,000.00 / $ 4,000.00 ✓ Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\2016-July- Pre-Auth - TO - Communication Technologies - direct bore & conduit installation on W. Park Ave. and Commercial - 1,932.50.xlsx (Mar 2010) CITY OF WATERLOO Committee Communication Finance Committee Meeting: 08/01/2016 Prepared: Nancy Higby Dept. Head Signature: Suzy Schares # of Attachments: SUBJECT: Refunds Submitted by: Suzy Schares, City Clerk Recommended Committee Action: Approval of the following refunds: Refund request in the amount of $85.40 for fees on a yard waste can and extended service which were billed in error, for property located at 934 Lincoln Street during the billing periods of 1/23/15 through 1/22/16. Summary Statement: The resident is requesting reimbursement of fees paid due to a billing error. The Sanitation department has verified no yard waste can existed and therefore no extended service had taken place. The Water Works has provided documentation of overpayment with a total refundable amount of $85.40. Expenditure Required: As indicated above Source of Funds: Policy Issue: None GARBAGE REFUND 525-15-5400-1785 Alternative: Not give the reimbursement. Background Information: Recommendation for reimbursements are only made after Waterloo Water Works, Sanitation, and Waste Management Services have been contacted to verify the information given by the individual. hle:i:%K' CLERKDAT,Councii&rinanceCmmunicuon,CouncilCommunicatiofNoC)nncil&OFin nc 7UI5'.1 inance(om_nuni* cation' 030915.zarbae:.refund.doc Tv whom ' cc)r\cerr), _Li m Gz51c j -C oy-- r e i ro(►r\+ for 0} Z (,Yip gay I� Canv ) ram(' n' _ � � e i� c T ( 00- i t aL) �� �� • Y3r ��, C`�.,1. Ur �, l-aa-ems , &103 (31 g) 0--N) - '2 UUXQEFR CHANGE Edit Customer Bill Account 03 30 1390 Customer 62316 Bill Date 12315 5/26/16 14:43:54 Account 03 30 1390 00934 LINCOLN ST WATERLOO IA 50703 - 2426 Customer 62316 MADISON RACHAEL J Schedule W Mon/Qtr Q Status P Ctrl Flag Est Bill Winter Con Y Dates: Bill 12315 Due 2/13/15 Read Date 10815 Water Cons 6 Readings : Sm 285 Med 0 Lg 0 Sewer Cons 6 Prev Read: Sm 279 Med 0 Lg 0 Prev Read Date: 11/21/14 Months Billed: Wat/Sew 2 Gar 2 Upits Billed: Gar 1 Sew 1 Overdue Sent Red Tag: Sent Due Delivered by Taxable Non -Tax Sales Tax Net Penalty Gross WATER 20.48 1.43 21.91 21.91 SEWER 25.00 25.00 25.00 GARBAGE 33.20 33.20 33.20 STORM 5.50`ZZ \, (�� 5.50 5.50 SERVICE \'\1 1 c. _---.1 FIRE MISC. TOTALS 84.18 1.43 85.61 85.61 F3=Exit F9=Add mude F10=Bill List F14=Mthly Bill F15=Acct His F16=ACCT INFO F18=BILL/PMT F19=CUST F20=MTR F21=CUS HIS F22=BILL HIS F23=STPuM Last option was: DAILY OPERATIONS s>s UUXQEFR CHANGE Edit Customer Bill Account 03 30 1390 Customer 62316 Bill Date 42315 5/26/16 14:44:26 WATER SEWER GARBAGE STORM SERVICE FIRE MISC. TOTALS 133.23 F3=Exit F9=Add mode F10-=Bill List F16=ACCT INFO F18=BILL/PMT F19=CUST Last option was: DAILY OPERATIONS Account 03 30 1390 00934 LINCOLN ST WATERLOO IA 50703 - 2426 Customer 62316 MADISON RACHAEL J Schedule W Mon/Qtr Q Status P Ctrl Flag Dates: Bill 42315 Due 5/14/15 Read Date Readings : Sm 298 Med 0 Lg Prev Read: Sm 285 Med 0 Lg Months Billed: Wat/Sew 3 Gar 3 Units Overdue Sent Red Tag: Sent 51915 Taxable Non -Tax Sales Tax 29.76 2.08 45.42 49.80 8.25 Est Bill Winter Con 40215 Water Cons 13 0 Sewer Cons 13 0 Prev Read Date: 1/08/15 Billed: Gar 1 Sew 1 Due Delivered by Net Penalty Gross 31.84 1.49 33.33 45.42 2.27 47.69 49.80 2.49 52.29 8.25 .41 8.66 2.08 135.31 6.66 141.97 + F14=Mthly Bill F15=Acct His F20=MTR F21=CUS HIS F22=BILL HIS F23=STRM UUXQEFR CHANGE Edit Customer Bill Account 03 30 1390 Customer 62316 Bill Date 72315 5/26/16 14:44:35 WATER SEWER GARBAGE STORM SERVICE FIRE MISC. TOTALS 178.19 F3=Exit F9=Add mode F10=Bii1 List F16=ACCT INFO F18=BILL/PMT F19=CUST Last option was: DAILY OPERATIONS Account 03 30 1390 00934 LINCOLN ST WATERLOO Customer 62316 MADISON RACHAEL JA 50703 - 2426 Schedule W Mon/Qtr Q Status P Ctrl Flag Dates: Bill 72315 Due 8/13/15 Read Date Readings : Sm 334 Med 0 Lg Prev Read: Sm 298 Med 0 Lg Months Billed: Wat/Sew 3 Gar 3 Units Overdue Sent Red Tag: Sent Taxable Non -Tax Sales Tax 68.19 4 77. 51.95 49.80 8.25 Est Bill 70815 Water 0 Sewer 0 Prev Read Date: Billed: Gar 1 Sew 1 Due Net 72.96 51.95 49.80 8.25 Winter Con Cons Cons Y 36 13 4/02/15 Delivered by Penalty Gross 72.96 51.95 49.80 8.25 4.77 182.96 182.96 + F14=Mthly Bill F15=Acct His F20=MTR F21=CUS HIS F22=BILL HIS F23=STRM $36.46 Sales Tax $2'56 $39.02 Storm Water Fee Yard Waste WATERLOO WAT WORKS 325 Sycamore Street P.O. Box 27 Waterloo, Iowa 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Paee 1 of 1 ACCOUNT SUMMARY Customer Name: Account Number: Service Address: Madison Rachael J 102923-525872 934 LINCOLN ST Billing Frequency: Billing Date: Billing Due Date: Waterloo Water Works Services Water Water Works Subtotal City of Waterloo Services Sanitary Sewer $51.95 $8.25 $9.00 Extended Yard Waste $9.30 Garbage $31.50 City of Waterloo Subtotal $110.00' Quarterly 11/02/2015 11/24/2015 CHARGE S(JMMARY $39.02 $110.00 Total Current Service Charges $149.02 Total Amount Due $149.02 Amount Due After 11/24/2015 $149.02 Water Works Subtotal City of Waterloo Subtotal krevious Read pate 07/08/2015 Cx€ ad Date 10/07/2015 Previous 334 us Read Type Actual Cu nt Read 351 Current Read Type 40 ^o o^ 10 VQ^b' ryo^a' do ^P O^p ti 0^9 ti 1 0 ti Actual ge (CCF)' 17 SPECIAL MESSAGES Please detach and return the bottom portion with your payment. See reverse side for additional information LAKE CHECKS PAYABLE TO WATERLOO WA P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 ADDRESSEE': Madison Rachael J 934 Lincoln St Waterloo, IA 507032426 ❑ Please check box if contact information requires updating and indicate the change(s) on reverse side Account Number: 102923-525872 Total Amount Due:. 149,02' Amount Due After : 149'02 Billing Due Date: 11/24/2015 Amount Enclosed: REMIT TO: WATERLOO WATER WORKS P.O. BOX 27 WATERLOO, IOWA 50704 WATERLOO WAT [ WORKS 325 Sycamore Street P.O. Box 27 Waterloo, Iowa 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Paee 1 of 1 ACCOUNT SUMMARY Customer Name: Account Number: Service Address: Madison Rachael J 102923-525872 934 LINCOLN ST Billing Frequency: Billing Date: Billing Due Date: Quarterly 01/22/2016 02/12/2016 Waterloo Water Works Services Water Sales Tax Water Works Subtotal City of Waterloo Services Sanitary Sewer Storm Water Fee Yard Waste Extended Yard Waste Garbage City of Waterloo Subtotal $63.70 $4.46 $68.16 $51.95 $8.25 $9.00 $9.30 $31.50 $110.00 C AR6 ART Previous Balance Credits/Payments Water Works Subtotal City of Waterloo Subtotal $110.00 $149.02 -$149.02 $68.16 Total Current Service Charges $178.16 Total Amount Due $178.16 Amount Due After 02/12/2016 $178.166 fi Previous.Read `Current ead Date, ' Previous Read Pr81( u ad Type al rent R Current "Re d Type Usage (CCF) 10/07/2015 01/12/2016 351 Actual 382 Actual 31 PECIAL. MESsAGESMESSAGES Please detach and return the bottom portion with your payment. See reverse side for additional information A CHECKS PAYABLE TO:! WATERLOO WA P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 ADDRESSEE. Madison Rachael J 934 Lincoln St Waterloo, IA 507032426 ❑ Please check box if contact information requires updating and indicate the change(s) on reverse side Account Number: 102923-525872 Total Amount Due: 178.16 Amount Due After : 178.16 Billing Due Date: 02/12/2016 Amount Enclosed: REA TTO: WATERLOO WATER WORKS P.O. BOX 27 WATERLOO. IOWA 50704 kri 0 n USA I CITY OF WATERLOO Committee Communication Finance Committee Meeting: 08/01/2016 Prepared: Nancy Higby Dept. Head Signature: Suzy Schares # of Attachments: SUBJECT: Refunds Submitted by: Suzy Schares, City Clerk Recommended Committee Action: Approval of the following refunds: Refund request in the amount of $93.80 for fees paid for garbage services when a Private Hauler is contracted for properties located at 803 and 811 Sonya Drive. Summary Statement: CLH Management is requesting reimbursement of fees paid due to a billing error. The Water Works has provided documentation of the Private Hauler exemption paperwork and proof of overpayment for a total refundable amount of $93.80. Expenditure Required: As indicated above Source of Funds: Policy Issue: None GARBAGE REFUND 525-15-5400-1785 Alternative: Not give the reimbursement. Background Information: Recommendation for reimbursements are only made after Waterloo Water Works, Sanitation, and Waste Management Services have been contacted to verify the information given by the individual. ilz K: CT I Ki U V 1 ( uiu ul VI 172ipc C'onimu_ (uuicil( LUlI t un,IoCui:ncil i in; c 21)if Fii :fin. cation ,u 1)915 �,v� i itiurd CLH Management Inc 807 E. San Marnan Dr. Waterloo, Iowa 50702 319-236-9076 Waterloo City Clerk 715 Mulberry St. Waterloo, Iowa 50703 July 13, 2016 Finance Committee, I'm submitting to you a request for a refund of fees that have been collected by the city of Waterloo in 2016 for garbage collection pertaining to two properties I own where we use a private hauler. As a rule I always complete an "Exemption Application" in January of each year for the properties located at 803 and 811 Sonya Dr. in Waterloo. This year it was an oversite and I didn't get it completed as usual. I have since submitted the proper paperwork to Black Hawk Waste Disposal for an exemption for the remainder of 2016. Included with this cover letter you'll find copies of the Water Works bill for each of these properties for the first two quarters of this year. With this I'm requesting a refund in the amount of $93.80. Thank you in advance. Curt and Lisa Hildebrand WATERLOO W WORKS 325 Sycamore Street P.O. Box 27 Waterloo, IA 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Statement 1 of 2 Customer Name: Account Number: LSeryice Address: Cih Management 120035-516556 803 SONYA DR ACCOUNTSUMMARY Billing Frequency: Billing Date: Billing Due Date: Quarterly 3/30/2016 4/20/2016 Waterloo; Water Works Services Water 50.75 Sales Tax 3 56 Water Works Subtotal $54.31 City -of -Waterloo Services Sanitary Sewer 171.00 Storm Water Fee 33.00 Garbage 15.40 City of Waterloo Subtotal $219.40 CHARGE SUMMARY Previous Balance 272.45 Credits/Payments 272.45 CR Deposit Payment 0 00 Balance Forward $0.00 Water Works Subtotal 54.31 City of Waterloo Subtotal 219.40 Total Current Service Charges 273.71 Total Amount Due $273.71 Amount Due After 04/20/2016 $287.22 Previous Read Date Current Read Date 12/10/2015 3/9/2016 Previous Read Previous Read Type Current Read Current Read Type 1,303 1,323 Actual Usage (CCF) 20 30 25 20 15 10 5 2 Pis WATERLOO WAT . 325 Sycamore Street P.O. Box 27 Waterloo, IA 50704 Customer Name: Account Number: `Service Address: CIh Management 120035-516556 803 SONYA DR Waterloo>Water Works Services' Water WORKS STATEMENT OF SERVICES Sales Tax ACCOUNT SUMMARY 87.50 Water Works Subtotal $93.63 Cl yofWaterloo Services' Sanitary Sewer Storm Water Fee Garbage City of Waterloo Subtotal 6 13 171.00 33.00 31.50 $235.50 Previous Read Date Current Read Date ` 3/9/2016 40 30 2 6/10/2016 Previous Read 2- Billing Frequency: Billing Date: Billing Due Date: Phone: (319) 232-6280 www.waterloowater.org Statement 1 of 2 Quarterly 6/28/2016 7/20/2016 CHARGE SUMMARY Previous Balance 273.71 Credits/Payments 273.71 CR Deposit Payment 0 00 Balance Forward Water Works Subtotal 50.00 93.63 City of Waterloo Subtotal 235.50 Total Current Service Charges 329.13 Total Amount Due $329.13 Amount Due After 07/20/2016 $345.29 Previous Read Type Current Read Current Read Type WATERLOO WA . • 325 Sycamore Street P.O. Box 27 Waterloo, IA 50704 WORKS STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Statement 2 of 2 ACCOUNT SUMMARY .Customer Name: Account Number: Service Address: Cih Management 120037-516556 811 SONYA DR Billing Frequency: Billing Date: Billing Due Date: Quarterly 3/30/2016 4/20/2016 f:. Waterloo; Water Works Services Water Sales Tax 61.25 4 29 Water Works Subtotal $65.54 City of Waterloo. Services Sanitary Sewer Storm Water Fee Garbage City of Waterloo Subtotal 171.00 33.00 15.40 $219.40 CHARGE SUMMARY Previous Balance Credits/Payments Deposit Payment Balance Forward $0.00 267.09 267.09 CR 0 00 Water Works Subtotal 65.54 City of Waterloo Subtotal 219.40 Total Current Service Charges 284.94 Total Amount Due $284.94 Amount Due After 04/20/2016 $298.97 Previous Read Date Current Read Date Previous Read Previous Read Type nt Read Current Read Type Usage (CCF) 12/10/2015 35 30 25 20 15 10 5 3/9/2016 894 Actual 26 SPECIAL MESSAGES J WATERLOO WATERWORKS 325 Sycamore Street P.O. Box 27 Waterloo, IA 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Statement 2 of 2 Customer Name: Account Number: ,service Address: Clh Management 120037-516556 811 SONYA DR Waterloo Water Works Services Water 70.00 4 90 Water Works Subtotal $74.90 City of Waterloo Services Sanitary Sewer 171.00 Storm Water Fee 33.00 Garbage 31.50 City of Waterloo Subtotal $235.50 Sales Tax Billing Frequency: Billing Date: Billing Due Date: Quarterly 6/28/2016 7/20/2016 Previous Balance 284.94 Credits/Payments 284.94 CR Deposit Payment 0 00 Balance Forward $0.00 Water Works Subtotal 74.90 City of Waterloo Subtotal 235.50 Total Current Service Charges 310.40 Total Amount Due $310.40 Amount Due After 07/20/2016 $325.68 Previous Read Date Current Read Date Previous Read Previous Read Type Current Read Current Read Type 35. 30: 25. 20 15 10' 5= 0 3/9/2016 6/10/2016 894 925 Actual Usage (CCF) 31 Exemption year: a()1 0 PRIVATE HAULER GARBAGE EXEMPTION APPLICATION RESIDENTIAL CUSTOMERS ONLY CITY OF WATERLOO, IOWA Date �.►ly J3 ,Qa11Z, Applicant's Name: Billing Address: Address of Exemption: Water i ±11 �7 n�� r xY7t- .iry. Telephone No. c �� C1A3 , <inn p,rh:, , O. , 140r- r)co 5 t g!I Sanyc4 D 3 W Drier/CO C7c Works Account No.: 1 s G035 -..si ss , 4 4i )AiCC ' ,} h I request an exemption from Garbage Fees during the current Calendar Year. I employ the services of a licensed trash hauler. Only the location where the trash hauler picks up garbage and trash will qualify for the exemption. Ap 1icaignatur TO BE COMPLETED BY LICENSED GARBAGE AND TRASH HAULER: (We) 1 g l oVV )C A -K ` V � / Company Name a licensed trash hauler in the City of Waterloo, Iowa, garbage and refuse at the following location: hereby declare that we are and that we pick up Beginning Address Location of Date of Customer's Name Garbage/Trash Eick-Up Contract C,LH. nrlom-'Ir1L 6034- 8u Sonv DY I-I-IIP Ending Date of Contract \ 1-:) - r CONTRACT PERIOD MUST COVER AI LEAST CURRENT CALENDAR YEAR We understand that the above information is used by the Clerk's Office in Waterloo, City Hall, 715 Mulberry Street, to determine eligibility for exemption from garbage fees for the current calendar year. I, the undersigned, declare under penalty of perjury that I have examined this claim, including all statements and above schedule, and to the best of my knowledge and belief, it is a TRUE, CORRECT AND COMPLETE claim, and that I agree to comply with all ordinances and policies of the City of Waterloo and the Black Hawk County Solid Waste Commission. In the event that the above person discontinues service with said company during the current calendar year, we hereby agree to notify the Clerk's Office of this event by calling 291-4323. Date �I)3)l4 and fi gi�ature of AuV`_h Company Representative 'I i CAI5Vt0Y11 AV'( - Company's Address II Garbage & Trash Hauler's Permit License (issued by Black Hawk County) PLEASE RETURN TO: CITY CLERK & FINANCE OFFICE 715 MULBERRY STREET WATERLOO, IOWA 50703 City Clerk's Copy — white Customer's Copy - yellow CITY OF WATERLOO Committee Communication Finance Committee Meeting: 8/1/2016 Prepared: Nancy Higby Dept. Head Signature: Suzy Schares # of Attachments: SUBJECT: Refunds Submitted by: Suzy Schares. City Clerk Recommended Committee Action: Approval of the following refunds: Jubilee United Methodist Church has requested a refund for garbage collection fees in the amount of $216 for property located at 715 Lorraine Street. This property is vacant and has had 0 water consumption during the billing periods of October 5, 2015 - April 4, 2016. Summary Statement: Expenditure Required: As indicated above Source of Funds: GARBAGE REFUND 525-15-5400-1785 Policy Issue: None Alternative: Not give the reimbursement. Background Information: _. c. rn ('[ EK%Da I �'aunei lc�l inanccl �m:n.�r i�uwn., <'�>>�nal�um � unicau,h ion nuncil�iiU in,�ri�. 2UI5 tin am lon_ni}ini l cailW030914 oAt1171Z.i-2YOm�.:tuC _ _ �_ .... WATERLOO WA WORKS 325 Sycamore Street P.O. Box 27 Waterloo, Iowa 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Page 1 of 1 ACCOUNT SUMMARY ustomer Name: Account Number: Service Address: Jubilee United Methodist Churc 122812-502373 715 LORRAINE AVE • Billing Frequency: Billing Date: Billing Due Date: Quarterly 04/04/2016 04/25/2016 Waterloo Water Works Services Water Sales Tax Water Works Subtotal City of Waterloo Services Sanitary Sewer Storm Water Fee Garbage Yard Waste City of Waterloo Subtotal $25.20 $1.77 $26.97 $42.75 $8.25 $63.00 $9.00 $123.00 ARG $U iY Previous Balance Credits/Payments Water Works Subtotal City of Waterloo Subtotal $123.00 $147.72 -$147.72 $26.97 Total Current Service Charges $149.97 Total Amount Due $149.97 Amount Due After 04/25/2016 $149.97 P e uS#Cea t r°Current ead Date `; Previo ead Pr evious Read Type Current Read Current Read Type Usage CC 12/18/2015 03/18/2016 574 Actual 6 a 4 8 20 a w 2 N _N 6 6 O� p pp 'le tip p ry9^t. ryp. b �ry e e p6 0 tip^y 574 Actual 0 SPECIAL MESSAGES Please detach and return the bottom portion with your payment. See reverse side for additional information TAKE CHECKS PAYABLE TO P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 ADDRESSEE.' Jubilee United Methodist Churc 1621 E 4th St Waterloo, IA 507033008 0 Please check box if contact information requires updating and indicate the change(s) on reverse side Account Number: 122812-502373 Total Amount Due: 149.97 Amount Due After: 149.97 Billing Due Date: - 04/25/2016 Amount Enclosed: REMIT T: WATERLOO WATER WORKS P.O. BOX 27 WATERLOO, IOWA 50704 WATERLOO AT 325 Sycamore Street P.O. Box 27 Waterloo. Iowa 50704 VORKS STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Paee 1 of 1 ACCOUNTSUNMMART: Customer Name: Account Number: Service Address: Jubilee United Methodist Churc 122812-502373 715 LORRAINE AVE Billing Frequency: Billing Date: Billing Due Date: Quarterly 01/07/2016 01/28/2016 Waterloo Water Works Services Water $23.10 Sales Tax $1.62 Water Works Subtotal $24.72 City of Waterloo Services Sanitary Sewer $42.75 Storm Water Fee 58.25 Garbage 563.00 Yard Waste $9.00 City of Waterloo Subtotal $123.00 CHARGE SUMMARY Previous Balance Credits/Payments Water Works Subtotal City of Waterloo Subtotal $123.00 $147.72 -$147.72 $24.72 Total Current Service Charges $147.72 Total Amount Due $147.72 Amount Due After 01/28/2016 $147.72 Previous `Read D 09/21/2015 Curre t Read Date 12/18/2015 Pre Rea 574 Prewou ad'Typc Actual 6 c 4 0 0 0 O° O9 �ry p"� Op Op �ry 0�6, OAP ^6. ^h >0 ^q' 10. ry R. ry0 „O ,�O '10 n0 Current ! 574 Cu Read Typ Actual Usa 0 (CCF SPECIAL' ESSAGES Please detach and return the bottom portion with your payment. See reverse side IAKECHECKS PAYABLETO: WATERLOO WA P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 A RESSEE" Jubilee United Methodist Churc 1621 E 4th St Waterloo, IA 507033008 ❑ Please check box if contact information requires updating and indicate the change(s) on reverse side or additional information Account Number: 122812-502373 Total Amount Due: 147.72 Amount Due After : 147.72 Billing Due Date: - 01/28/2016 Amount Enclosed: TTO WATERLOO WATER WORKS P.O. BOX 27 WATERLOO. IOWA 50704 • UUXQEFR CHANGE Edit Customer Bill 6/17/16 12:11:18 Account 15 60 1620 Customer 5574 Bill Date 100515 Account 15 60 1620 00715 LORRAINE AVE WATERLOO IA 50702 - 3959 Customer 5574 JUBILEE UNITED METHODIST CHURCH Schedule W Mon/Qtr Q Status 0 Ctrl Flag Est Bill Winter Con Y Dates: Bill 100515 Due 10/23/15 Read Date 92115 Water Cons 0 Readings : Sm 574 Med 0 Lg 0 Sewer Cons 0 Prev Read: Sm 574 Med 0 Lg 0 Prev Read Date: 6/18/15 Months Billed: Wat/Sew 3 Gar 3 Units Billed: Gar 2 Sew 1 Overdue Sent Red Tag: Sent Due Delivered by Taxable Non -Tax Sales Tax Net Penalty Gross WATER 23.10 1.62 24.72 1.16 25.88 SEWER 42.75 42.75 2.14 44.89 GARBAGE 72.00 72.00 3.60 75.60 STORM 8.25 8.25 .41 8.66 SERVICE FIRE MISC. TOTALS 146.10 1.62 147.72 7.31 155.03 + F3=Exit F9=Add mode F10=Bill List F14=Mth1y Bill F15=Acct His F16=ACCT INFO F18=BILL/PMT F19=CUST F20=MTR F21=CUS HIS F22=BILL HIS F23=STRM Last option was: DAILY OPERATIONS CITY OF WATERLOO Committee Communication Finance Committee Meeting: 08/01/2016 Prepared: Nancy Higbv Dept. Head Signature: Suzy Schares # of Attachments: SUBJECT: Refunds Submitted by: Suzy Schares, City Clerk Recommended Committee Action: Approval of the following refunds: Property owner has requested a refund for garbage collection fees in the amount of $484.06 for property located at 511 Hope Avenue. This property is vacant and has met the threshold of 0 -3 CCFs of water consumption during the billing periods of October 2010 - April 2016. Summary Statement: Expenditure Required: As indicated above Source of Funds: GARBAGE REFUND 525-15-5400-1785 Policy Issue: None Alternative: Not give the reimbursement. Background Information: ti le:1 YK.ACLF,RKDAT1Counc i l&FinnnceCommunieatiottsCotmcilCommunicationtimCounctl& OFinance 20151E inanceCommt ni cation \0309I5. earba2e.refund.doc b A -Lad!) Stiz17- 7,y2' e ,A„ y),) ,519l 9J9 UUG6DFR DISPLAY Display Account History Account No 03 60 0880 3636 Billing Date Customer VARCO MICHAEL E Ph 319/231-9393 Activity RB Address 511 HOPE 5=Payments ? Billing Date .10/24/12 7/24/12 4/24/12 1/24/12 _ 10/24/11 7/22/11 Consu 0 SER SE SE SE 0 SERV 0 SERV Water Payment 19.26- .90- 24.78- .90- 31.68- .90- 19.26- .90- 17.87- .90- 17.87- .90- AVE WATERLOO Sewer Garbage STORM Payment Payment Payment 37.50- 31.50- 8.25- F3=Exit F14=Mthly Bill F16=Acct F20=Meter F21=Cust His F22=Bill i (OIR4! (la 013 cugLA 10.50 + 31.50 + 31.50 + 31.50 31.50 + 31.50 a. 42.53 + 21.00 + 32.03 31.50 31.50 31.50 31-50 389.56 45.42- 55.32- 37.50- 37.50-b 37.50- 6/06/16 12:41:41 Total Payment 97.41- 8.25- 110.85- 8.25- 127.65- 8.25- 97.41- 8.25- 96.02- 8.25- 96.02- Info F17=Bill F18=Bi11/Pmt F19=Cust His 5-1 19 ( CO) Watt)] 16/c)/,' --Fh&c.„(. St Cnd P P P P P P ,UUG6DFR DISPLAY Account No 03 60 0880 3636 Customer VARCO MICHAEL E Address 511 HOPE 5=Payments ? Billing Consu Date _ 4/24/14 _ 1/23/14 _ 10/24/13 _ 7/24/13 _ 4/24/13 _ 1/24/13 0 SERV 0 SERV 0 SERV 0 SERV 0 SERV 0 SERV D isplay Account History Billing Date Ph 319/231-9393 AVE WATERLOO Water Payment 31.73- .90- 13.62- .90- 20.76- .90- 20.44- .90- 20.44- .90- 20.44- .90- Sewer Garbage STORM Payment Payment Payment 50.63- 42.53- 11.14- 25.00- 21.00- 5.50- 38.13- 32.03- 8.39- 37.50- 31.50- 8.25- 37.50- 31.50- 8.25- 37.50- 31.50- 8.25- 6/06/16 12:41:41 Activity RB F3=Exit F14=Mthly Bill F16=Acct Info F17=Bill F18=Bi11/Pmt F20=Meter F21=Cust His F22=Bill His Total St Cnd Payment 136.93- P RT 66.02- P RT* 100.21- P L 98.59- P 98.59- P 98.59- P F19=Cust 7/23/15 4/23/15 1/23/15 _ 10/23/14 _ 7/24/14 UUG6DFR DISPLAY Displ Account No 03 60 0880 3636 Bi Customer VARCO MICHAEL E Address 511 HOPE 5=Payments ? Billing Consu Water ate Date3/15 Payment P 8.24- .45- 24.72- .90- 24.72- .90- 24.72- .90- 22.47- .90- 22.47- .90- 0 SERV 0 SERV 0 SERV 0 SERV 0 SERV 0 SERV ay Account History lling Date Ph 319/231-9393 AVE WATERLOO Sewer Garbage STORM ayment Payment Payment 14.25- 10.50- 2.75- 42.75- 31.50- 37.50- 31.50- 37.50- 31.50- 37.50- 31.50- 37.50- 31.50- 6/06/16 12:41:41 Activity RB Total Payment 36.19- St Cnd 8.25- 108.12- P 8.25- 102.87- P 8.25- 102.87- P 8.25- 100.62- P 8.25- 100.62- P F3=Exit F14=Mthly Bill F16=Acct Info F17=Bill F18=Bi11/Pmt F20=Meter F21=Cust His F22=Bill His F19=Cust WATERLOO AT Taft WORKS 325 Sycamore Street P.O. Box 27 Waterloo, Iowa 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Paee 1 of 1 Customer Name: Account Number: Service Address: Varco Michael E 103521-501485 511 HOPE AVE ACCOUNT SUMMARY Billing Frequency: Billing Date: Billing Due Date: Quarterly 11/02/2015 11/24/2015 Waterloo Water Works Services Water Sales Tax Water Works Subtotal City of Waterloo Services Sanitary Sewer Storm Water Fee Garbage City of Waterloo Subtotal $23.10 $1.62 $24.72 $42.75 $8.25 $31.50 $82.50 CHARGE SUMMARY Previous Balance Credits/Payments Balance Forward Water Works Subtotal City of Waterloo Subtotal Total Current Service Charges Total Amount Due Amount Due After 11/24/2015 - $36.19 -$36.19 - $72.38 $24.72 $82.50 $107.22 $34.84 $34.84 Previous Read Date Current Read Date - Previous Read Previous Read Type Current Read Current Read Type 07/09/2015 10/09/2015 253 Actual 6 C. 4 O 2 U 0 a Of 2 ♦� p" 06 6' . e ^a ^P ,P. ^0. 1y ^e. ^y' ,y' .y0 ti� ry0 ry0 ,LO ,vp ryp ryp 253 Usage (CCF) Actual 0 SPECIAL MESSAGES Please detach and return the bottom portion with your payment. See reverse side for additional information MAKE CHECKS PAYABLE TO: WATERLOOWATER WORKS P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 ADDRESSEE: Varco Michael E 931 E Donald St Waterloo, IA 507039566 ❑ Please check box if contact information requires updating and indicate the change(s) on reverse side Account Number: 103521-501485 Total Amount Due: 34.84 Amount Due After : 34.84 Billing Due Date: 11/24/2015 Amount Enclosed: REM{T'TO: WATERLOO WATER WORKS P.O. BOX 27 WATERLOO. IOWA 50704 WATERLOO WATER ORKS 325 Sycamore Street P.O. Box 27 Waterloo, Iowa 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Paee 1 of 1 ACCOUNT SUMMARY Customer Name: Account Number: Service Address: Varco Michael E 103521-501485 511 HOPE AVE Billing Frequency: Billing Date: Billing Due Date: Quarterly 01/22/2016 02/12/2016 Waterloo Water Works Services Water $25.20 Sales Tax $1.77 Water Works Subtotal $26.97 City of Waterloo Services San itary Sewer $42.75 Storm Water Fee $8.25 Garbage $31.50 City of Waterloo Subtotal $82.50 CHARGE SUMMARY Previous Balance Credits/Payments Balance Forward Water Works Subtotal City of Waterloo Subtotal $82.50 $34.84 -$104.52 -$69.68 $26.97 Total Current Service Charges $109.47 Total Amount Due $39.79 Amount Due After 02/12/2016 $39.79 Previous Read Da Current Read Date Previous Read Previous Read Type Current Read Current Read Type Usage (CCF) 10/09/2015 01/13/2016 253 Actual 253 Actual 0 6 C U 2 a -2 w ' .V.j4 ryo,h '�^F ry°0 , 4, SPECIAL MESSAGES Please detach and return the bottom portion with your payment. See reverse side for additional information MAKE CHECKS PAYABLE TO: WATERLOO WAT WORKS P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 ADDRESSEE: Varco Michael E 931 E Donald St Waterloo, IA 507039566 ❑ Please check box if contact information requires updating and indicate the change(s) on reverse side Account Number: 103521-501485 Total Amount Due: 39.79 Amount Due After : 39.79 Billing Due Date: 02/12/2016 Amount Enclosed: REMIT TO: WATERLOO WATER WORKS P.O. BOX 27 WATERLOO. IOWA 50704 WATERLOO WATE.ORKS 325 Sycamore Street P.O. Box 27 Waterloo, Iowa 50704 STATEMENT OF SERVICES Phone: (319) 232-6280 www.waterloowater.org Paee 1 of 1 ACCOUNT SUMMARY Customer Name: Account Number: Service Address: Varco Michael E 103521-501485 511 HOPE AVE Billing Frequency: Billing Date: Billing Due Date: Quarterly 04/22/2016 05/13/2016 Waterloo Water Works Services Water Sales Tax Water Works Subtotal City of Waterloo Services Sanitary Sewer Storm Water Fee Garbage City of Waterloo Subtotal $25.20 $1.77 $26.97 $42.75 $8.25 $31.50 $82.50 CHARGE SUMMARY rrevious balance Credits/Payments Balance Forward Water Works Subtotal City of Waterloo Subtotal $82.50 $39.79 -$119.37 -$79.58 $26.97 Total Current Service Charges $109.47 Total Amount Due $29.89 Amount Due After 05/13/2016 $30.30 `Previous, Read Date JI Current Read Date ' ` PreviousRead Previous Read Type Current Read Current Read Type Usage (CCF) 01/13/2016 04/08/2016 253 Actual 253 Actual 0 SPECIAL MESSAGES OP (:>\ '4a^a ryo^5 ryo^5 ryo^5 Please detach and return the bottom portion with your payment. See reverse side for additional information MAKE'CHECKS PAYABLE TO WATE LOO WORKS P.O. Box 27 Waterloo, Iowa 50704 Phone: (319) 232-6280 ADDRESSEE: Varco Michael E 931 E Donald St Waterloo, IA 507039566 ❑ Please check box if contact information requires updating and indicate the change(s) on reverse side Account Number: 103521-501485 Total Amount Due: 29.89 Amount Due After : 30.30 Billing Due Date: 05/13/2016 Amount Enclosed: REMIT TO: ' WATERLOO WATER WORKS P.O. BOX 27 WATERLOO. IOWA 50704 Budget Amendment Descriptions for 8/1/2016 Finance Committee Meeting Agenda: 1. Approve the budget amendment for general obligation bond proceeds sold in prior years that were not spent as of June 30, 2016, in the amount of $5,335,758, as submitted by the Finance Department. Please use this for project budget descriptions on Finance agenda. Do not need to include this cover sheet in the Finance Committee packet. Completed forms should be routed directly to the Finance Dept. FINANCE ONLY Finance Committee pr I required? YES NO - s If so, date approved: City of Waterloo Line -Item Budget Amendment Request Form The Finance Committee of the City Council and/or Finance Dept. is hereby requested to authorize the following line -item budget amendment for FYE 2017 submitted by the Finance Department: EXPENSES/REVENUE DECREASE EXPENDITURES (INCREASE REVENUE) INCREASE EXPENDITURES (DECREASE REVENUE) Fund Dept Activity Acct # Acct Name Proj Code Amount Fund Dept Activity Acct # Acct Name Proj Code Amount 611 14 5320 3000 Cash on hand 3,180.00 611 14 5320 2163 Sanitary Sewers 3,180.00 612 14 5320 3000 Cash an hand 63,645.00 612 14 5320 2163 Sanitary Sewers 63,645.00 613 14 5320 3000 Cash on hand 67,935.00 613 14 5320 2163 Sanitary Sewers 67,935.00 615 14 5320 3000 Cash on hand 5,200,998.00 615 14 5320 2163 Sanitary Sewers 2,139,022.00 5.15 22 5335 1705 Footing Drains 3,061,976.00 TOTAL $5,335,758.00 This amendment is being requested because: to budget for prior year sewer general obligation bond proceeds that were not spent by 6-30-16. TOTAL $5,335,758.00 Prior Committee Actions (Dates): 1 (. ( ' (Sign ure Dept. ead or Designee) Date (Signature Finance Dept. Review) Date Date Posted (Finance Dept.) K:lusers\shared goodies\forms\Budget Amendments_FY17 (Apr 2003)