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HomeMy WebLinkAboutApproved Documents - 04.04.2022PUBLIC WORKS SANITATION DEPARTMENT REFUND REQUEST GARBAGE/YARD WASTE Name: i((S& i4 back Address: 3g [ a e_-'ki A. City/State/Zip: V v G--T er! o0 rtct.6-0-7 0 j Service Address: 38i Jt/jllf 1 ne Date: 3- ZZ" Z2 Phone: Refund Amount Requested: $ t -. ov **Documentation Included: 1/Yes No ** All request for refunds required proof of payment before refunds are processed. Comments: W4,5 CY Lar ed_ 4r £Urbb3tdt yard asi-- sery c� ci-P+e r -fie C H- aa, beers re m aIe_c( (1,1 berg ber (Nu, Signature Sanitation Department Confirmed Refund Amount: $ leq-' 6° NeicifteA DIGITALLY SIGNED -ZZ-ZZ Date Confirmed w/Water Works: Yes No 4/4/2022 Finance Signature Date Refund Amount Paid:1 2 $ •00 March 16, 2022 Waterloo Public Works Attn. Ella 625 Glenwood St. Waterloo, IA 50703 RE Yard Waste Charges Hello, Ella! rov Per our phone conversation this morning, this letter is to request a refund of $27.00`for the yard waste charges shown on my most recent Waterloo Water Works billing. A copy of the bill is enclosed. This container was removed in December 2021 but the Water Works department was not notified; therefore, the charge continued to appear on my statement. Thank you for your assistance. I appreciate it. Sincerely, (Lanz', Terese Halbach 3812 Jay Lane Waterloo, IA 50701-5603 509578 10956652.1 5-1799 1/1 \NAT E 11_, 0C WA L VV O R 325 Sycamore Street P.O. Box 27 Waterloo, IA 50704 Customer Name: Account Number: Service Address: STATEMENT OF SERVICES Halbach Terese 115182-531783 3812 JAY LN Billing Frequency: Billing Date: Billing Due Date: Phone: (319) 232-628t www. waterloowater. orc Statement 1 of 1 Quarterly 3/8/2022 3/29/2022 Waterloo Water Works Services Water 33.03 Water Service Excise Tax 1 99 Water Works Subtotal $35.02 City of Waterloo Services Sanitary Sewer 56.09 Storm Water Fee 13.50 Garbage 35,25 Yard Waste / Recycle Site Maintenance Fee 15.00 Yard Waste / Recycle Curbside 12.00 City of Waterloo Subtotal $131.84 ton-b ne( Wee-5 rem Ova i Vl Det 202i CHARGE SUMMARY Previous Balance Credits/Payments Deposit Payment Balance Forward 162.14 162.14 CR 0 00 $0.00 Water Works Subtotal 35.02 City of Waterloo Subtotal 131,84 Total Current Service Charges 166.86 Total Amount Due $166.86 Amount Due After 03/29/2022 $175.10 \ Previous Read Date Current Read Date Previous Read Previous Read ivrr Current Read urrent Read Type Usage (CCF) 11/29/2021 3/2/2022 508 518 Actual 10 51 4 2 .l 0 CO 0 T SO4 u. z ¢' ii Now Available Online 2020 Annual Drinking Water Quality Report http://iowaccr.org/waterloo-waterworks Please detach and return bottom portion with your payment. See reverse side for additional information. WATERLOO W6. :WORKS P.O. Box 27 Waterloo, IA 50704 ADDRESS SERVICE REQUESTED 3 111111111111111111111111B1111111111111I1111119111111+11°T 1 HALBACH TERESE 3812 JAY LN N WATERLOO, IA 50701-5603 i Account Number: 115182-531783 Total Amount Due: $166.86 Amount Due After 03/29/2022: $175.10 Billing Due Date: 3/29/2022 Amount Enclosed: $ iliMIIRTSIWO11111.1111.11.1111111111111P WATERLOO WAIEU WORKS POBOX27 WATERLOO Uk 50704 1027 1119111111111I'IIIII111111I111i14IiIlIII11tIIIIr'1111111IIII r 1 Please check box if your contact information requires i Ind n}inin neird injfinnbn 4hn nt. nnnn/n\ nn rn vnrnn nidn City Clerk Use Only Finance Committee Approval Date 4/4/2022 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 $ 5,170.01 Central Garage Department to expend plus est. shipping costs of $ to pay for or purchase Pack Cylinder for Rear Loader #201 This purchase or expenditure is being made because: To replace pack sylinder hat cannot be repaired in Rear Loader #201. Only vendor to have cylinder in stock Vendor selected for this purchase: Elliott Equipment Co. �■ Bids or written quotes were taken on this purchase, as follows: Elliott Equipment Carroll, IA $5,170.01 IT 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 IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-18-7955-1571 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is $ 550,500.00 $ 5,115.85 Respectfully submitted, Sandie Greco 3/21/2022 2uA 4/4/2022 (Signature Dept. 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 4/4/2022 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 $ 5,170.01 Central Garage Department to expend plus est. shipping costs of $ to pay for or purchase Pack Cylinder for Rear Loader #201 This purchase or expenditure is being made because: To replace pack sylinder hat cannot be repaired in Rear Loader #201. Only vendor to have cylinder in stock Vendor selected for this purchase: Elliott Equipment Co. �■ Bids or written quotes were taken on this purchase, as follows: Elliott Equipment Carroll, IA $5,170.01 IT 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 IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-18-7955-1571 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Sandie Greco 3/21/2022 $ 550,500.00 $ 5,115.85 wee 4/4/2022 (Signature Dept. 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 4/4/2022 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 Housing Authority Department to expend $ $3,000.00 plus est. shipping costs of $ 0.00 to pay for or purchase Replacement of shower stall and faucet for Apartment #311 at Ridgeway Towers. This purchase or expenditure is being made because: Necessary plumbing repair of pipes in wall behind shower (no access). Holes were cut in shower to make repairs, and temporarily covered and sealed until the full unit could be replaced. Vendor selected for this purchase: Tony's Plumbing and Heating �■ Bids or written quotes were taken on this purchase, as follows: Tony's Plumbing and Heating $3,000.00 Bergen Plumbing, Heating & Cooling $3,222.38 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 IT Road Use Tax IT Sewer n Sanitation ❑ Bonds . Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 283-13-5451-1382 13CAP FY21 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Julie Dawson 03/23/2022 $ 70,664.00 $ 15,940.50 ZUe 4/4/2022 (Signature Dept. 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 Pre -Authorization Request Form The Finance Committee of the City Council is hereby requested to authorize the following purchase or expenditure submitted by the $ 5,130.00 Leisure Services Department to expend plus est. shipping costs of $ to pay for or purchase registration software for the period of 05/01/21 thru 10/31/21 Vendor stopped supporting this software in October of 2021. This purchase or expenditure is being made because: software is used by sports, sportsplex, park and young arena for membership registration, activity registration, scheduling. Vendor selected for this purchase: Active Network/Max Galaxy Dallas TX n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: This is the vendor of the software being used. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 4100-1520 $153.90 4180-1520 $2821.50 4200-1521 $1898.10 4500-1520 $256.50 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Paul Huting 03/23/2022 $ 308.00 5,700.00 5,500.00 2,225.00 $ 308.00 3,662.50 3,462.20 256.50 4/4/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committe4/e4/2022 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 $ 4,306.95 Leisure Services Department to expend plus est. shipping costs of $ to pay for or purchase Three new square picnic tables to be installed in Soldiers & Sailors Park. This purchase or expenditure is being made because: A formal request was made by the Veterans Memorial Hall Commission requesting these tables. Vendor selected for this purchase: Kay Park Recreation, Janesville, IA n Bids or written quotes were taken on this purchase, as follows: Kay Park Recreation, Janesville, IA $4,306.95 Pilot Rock, Cherokee, IA $4,498.00 FurnitureLeisure.com, Bunnell, FL $4,544.85 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 IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-37-4110-1371 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Paul Huting 04/01/2022 $ 20,940.00 $ 9,537.58 Ne,Aet 4/4/2022 (Signature Dept. 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 4/4/2022 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 Leisure Services Department to expend $ 12,950.00 plus est. shipping costs of $ to pay for or purchase Baseball/Softball Diamond laser grading and edging. This purchase or expenditure is being made because: The baseball/softball fields need to have professional laser grading and edging due to the amount of games/practices held on them. Vendor selected for this purchase: Diamond Doctors of Iowa (Vinton, IA) n Bids or written quotes were taken on this purchase, as follows: Diamond Doctors of Iowa (Vinton, IA) $12,950.00 Midwest Athletic Fields (Watertown, WI) $38,850.00 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: IT Road Use Tax n n Sanitation ❑ Federal/other grants ❑ General Fund Bonds This expenditure is to be coded to the following 420-37-4202-2178 421-37-4202-2178 Sewer Other (specify) budget line -item: (Fund - Department - Activity - Account Number) in which the budgeted amount is and the current available balance is Respectfully submitted, Paul Huting 3/16/2022 (Project Code) $ 20,000.00 $20,000.00 $ 7,907.96 $20,000.00 ZQe 'i`° 4/4/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) Date City Clerk Use Only Finance Committee Approval Date 4/4/2022 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 $ NTE 6,500 Leisure Services Department to expend plus est. shipping costs of $ to pay for or purchase advertising of the three municipal golf courses Gates, Warren Memorial, South Hills. This purchase or expenditure is being made because: Marketing of the golf courses is necessary to increase play and revenue at each facility. Strategy 4.1 promote City of Waterloo, services and programs. Vendor selected for this purchase: KWWL n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: KWWL is the only local on -air provider. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund IT Road Use Tax IT Sewer Bonds Sanitation ❑ Federal/other grants j Other (specify) hotel motel grant This expenditure is to be coded to the following budget line -item: 010-37-4105 1351 37HMT.GLF20 then GLF21 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Paul Huting 3/23/2022 $ 12,000.00 $ 6,539.25 ZUe 'Ham" 4/4/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Comm i4/2022t4 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 Leisure Services Department to expend $ 4,866.40 plus est. shipping costs of $ to pay for or purchase baseball/softball infield material for laser grading. This purchase or expenditure is being made because: the baseball/softball diamonds need to have professional laser grading and infield material brought in to fill in low spots created from the amount of games/practices on the diamonds. Vendor selected for this purchase: Bryan Rock Products, Inc. (Shakopee, MN) n Bids or written quotes were taken on this purchase, as follows: n Bids or quotes were not taken on this purchase because: Bryan Rock Products, Inc. is the only company in the area that sells the infield material that has been used on the diamonds. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ❑ General Fund IT Road Use Tax IT Sewer n Sanitation . Bonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 420-37-4202-2178 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 20,000.00 and the current available balance is Respectfully submitted, Paul Huting 3/16/2022 $ 12,774.36 2ue4eib 4/4/2022 (Signature Dept. 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 4/4/2022 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 $ 4,535.69 plus est. shipping costs of $ to pay for or purchase Repair of broken fiber cable on Commercial Street between Park Avenue and 3rd Street. This purchase or expenditure is being made because: During street reconstruction this fiber was it by the contractor. Locates were called in but due to the age and layout of this fiber, it was not able to be located so responsibility is falling upon city. Vendor selected for this purchase: K&W Electric n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: This was an emergency repair as it affected internet and phone service to the library, Center for the Arts, Young Arena, and Convention Center. Repair was done in 2021 but invoice was not received until March of 2022. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: Traffic (266-17-7120-1576 $2,267.85) / MIS (GO 421 $1,158.19) / MIS (1319 $1,109.65) (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Chris Youngblut 3/23/2022 $ 28,400 $ 15,003.84 Ne[cnrce2 •% 4/4/2022 (Signature Dept. 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 4/4/2022 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 $ 3,346.89 plus est. shipping costs of $ to pay for or purchase Four Vortex Level II ballistic vests, carriers and name plates to be worn by our new hires on duty. This purchase or expenditure is being made because: This part of a Federal grant that covers fifty percent of the actual vest expenses. These are new purchases for new hires . Vendor selected for this purchase: Armor Express n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: The police department has a five year bid with Galls Inc. who is the distibutor for Armor express. Due to issues with shipping we will be ordering directly from Armor Express. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ▪ General Fund IT Road Use Tax IT Sewer n Sanitation . Bonds . Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-11-1150-1579 11GRT.VST20($1,224.00)/ 421-11-1100-2128($2,122.89) 010-11-1150-1579 11GRT.VST20 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 20,000.00/ 61,000.00 and the current available balance is $ 10,000.00/ 52,099.83 Respectfully submitted, Aaron McClelland, Police Lieutenat 3/18/2022 7e 4/4/2022 (Signature Dept. 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 4/4/2022 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 $ 4,325.12 plus est. shipping costs of $ to pay for or purchase This purchase or expenditure is being made because: Cradlepoint NetCloud yearly Subscription Vendor selected for this purchase: CDWG n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: Proprietory yearly subscription to Cradlepiont NetCloud Essentials Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: General Fund IT Road Use Tax IT Sewer n Sanitation ElBonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 010-11-1105-1520 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ $116,355.00 and the current available balance is $ $44,691.29 Respectfully submitted, Aaron McClelland, Police Lieutenat 3/15/2022 4tei, '" 4/4/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) City Clerk Use Only Finance Committ Approval Date 4ee/4/2022 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 $ 30,500.00 plus est. shipping costs of $ 0 to pay for or purchase professional liability insurance renewal for the Tri-County Drug Enforcement Task Force. This purchase or expenditure is being made because: Replacement of 19 expired Tactical Unit ballistic vests with mandatory safety accessories. Vendor selected for this purchase: Armor Express/Galls n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: The Police department has a five year bid with Galls Inc. who is the distributor for Armor Express. Due to shipping issues we will be ordering directly through Armor express. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ▪ General Fund IT Road Use Tax IT Sewer n Sanitation . Bonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 421-11-1100-2128 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 36,000.00 and the current available balance is $ 36,000.00 Respectfully submitted, Aaron McClelland, Police Captain 3-24-22 4fteA 4/4/2022 (Signature Dept. 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 4/4/2022 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 Sewer Department to expend $ 19,679.00 plus est. shipping costs of $ 623.86 to pay for or purchase Struvite cleanout on line feeding sludge storage tanks. This purchase or expenditure is being made because: Sludge storage tanks have feed lines that require cleaning of Struvite buildup. Vendor selected for this purchase: Guard Products n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: Guard Products is sole provider for this service & chemical. Prior Committee Actions (Dates): Please check the following box(es) as appropriate to describe the funding for this expense: ▪ General Fund IT Road Use Tax n Sewer n Sanitation ❑ Bonds ❑ Federal/other grants ❑ Other (specify) This expenditure is to be coded to the following budget line -item: 520-14-5200 1513 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 330,000.00 and the current available balance is $ 20,676.22 Respectfully submitted, Brian Bowman 3/152022 Ze i 4/4/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) Completed forms should be routed directly to the Finance Dept. FINANCE DEPT. ONLY Finance Committee approval required? YES N If so, date approved: - /4/2022 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 2021 submitted by the Police Department 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 010 11 1150 3873 Reimb for Services 11GRT.ODEF 7,500.00 010 11 1150 1114 Overtime 7,500.00 TOTAL $7,500.00 TOTAL This amendment is being requested because: This is to conform with the City's budget line item control policy. See attached paper worked, additional funding for OCDETF- Southwest Express WC-IAN-0136 X-32 for FY22. $7,500.00 Aaron McClelland, Police Lieutenant 3/15/2022 Prior Committee Actions (Dates): Net4eA 4/4/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date Date Posted (Finance Dept.) K:\users\shared goodies\forms\Budget_Amendment_ODEF_additional_funding_4-4-2022.xls (Apr 2003) PROJECT BUDGET WORKSHEET INSTRUCTIONS The purpose of the project budget form is to set up a budget and project code that can be used to more specifically account for certain construction or non -construction projects funded with state and federal grants, donations, or any "restricted" type revenue sources. This form should be completed BEFORE any invoices are processed or payments are made. It is also needed before any of the revenue is deposited. If you are not sure if a particular project needs a project code, please contact the Finance Department. We are glad to help! 1.) Page 1 is REQUIRED for all projects. Complete the page 2 (constr proj) tab if you are requesting a budget for a construction project. Complete page 2 (donat or NON-constr) if you are requesting a budget for any project, other than one involving construction. 2.) You MUST provide the CFDA # for all federally -funded projects, including those that involve federal funds but are passed on to the city from the State of Iowa. The grantor is required to provide that number to you. Sometimes that number is provided in the grant application only, so that is a good place to look for it if you can't find it in the grant award document. 3.) The revenue and expense account numbers provided on both page 2 tabs are commonly -used examples only. You may change, add or edit those if there's a number you need that isn't listed. This form isn't meant to list all possible account numbers, only those that are used the most often. 4.) Separate columns should be completed on the budget worksheet (page 2) if the project involves different "funds" (e.g. GO bond fund and grant-fund/fund 290). Expenses and revenue for each fund should be separated into columns and EACH column's revenue and expenses MUST EQUAL! You will get an "error" message below the expense totals line if they don't. You need to make a correction if you get an error message. 5.) In general, the Finance Department will assign the project codes. However, if you have a request or suggestion for the code you'd like to use, please discuss that with the Finance Department before submitting your worksheets. 6. Please remember to forward the related grant award document to the Finance Department, along with the budget. PROJECT BUDGET WORKSHEET - ALL PROJECTS PAGE ONE Project Name City Contract No. Project Manager Project Budget Total HOME CHDO -Community Housing Development Organization $ 73,000.00 1. How will this project be funded? To be assigned by the Finance Dept. Project No. 32HM20 Subproject No. CHDO A. Federal Grant Yes X No CFDA # 14.239 % Paid by federal grant 100.00% Grant Name Grant Agreement Number M-20-DC-190206 B. State Grant Yes No X % Paid by state grant Grant Name Grant Agreement Number C. City Match Source of Funding % Paid by City D. Other Entities Yes No X % Paid by other entity Name 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? If yes, employee/position to be covered. 6. Include a brief description of the project in the space below: (REQUIRED) Federal HOME funding for Habitat for Humanity New Construction Project Done None ❑X ❑ Yes No ❑ ❑ ❑ ❑ ❑ ❑ ❑ ❑X ❑ ❑x ❑ ❑X ❑ ❑x Habitat is the Community Housing Development Organization Page 2 must be attached and signed. K:\shared goodies\forms\Waterloo.32667.1.FYE20_HOME_CHDO_ Budget_Worksheet\Page 1 All Projects (Mar 2010) CONSTRUCTION PROJECT BUDGET WORKSHEET PAGE TWO Project Name (from page one) City Clerk Use Only Finance Committ,4/2022 Approval Date Department No. project will be budgeted under Activity No. project will be budgeted under REVENUES: 3000 Cash on Hand 3112 Local Option Sales Tax 3350 Federal Grant 3357 Shared Program - County 3358 Shared Program - City 3360 Shared Program - State 3361 State Grant 3365 State RISE Grant 3368 EPA Grant 3377 EDA Grant 3720 Donations - Restricted 3750 Sale of Bonds Fund: 266 (Each column should only include amounts by fund) To be assigned by the Finance Dept. Project No. Subproject No. Fund: 266 Fund:266 Fund: 426 Fund:520 07UNIV.PH2 O7UNIV 934W 07UNIV CF 07UNIV GAME 07UNIV SWR Total TOTALS $ - $ - $ - $ - $ - EXPENDITURES: 2103 Engineering & Consulting $ 2125 Traffic Control Equipment 2140 Land Acquisition 2144 Land Improvements 2146 Demolitions 2151 Building Construction 2156 Bikeway Construction 2162 Storm Sewers 2163 Sanitary Sewers 2164 Sidewalks 2165 Streets & Roadways 2199 Non -participating Misc TOTALS $ $ - $ $ - $ N - 4/4/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Waterloo.32667.1.FYE20_HOME_CHDO_Budget_Worksheet\Page 2 (Constr Proj) (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO City Clerk Use Only Finance Committee Approval Date 4/4/2022 Project Name (from page one) HOME CHDO Community Housing Development Organization Department No. project will be budgeted under 32 Activity No. project will be budgeted under 5870 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 3720 Donations - Restricted 3750 Sale of Bonds 3905 TIF Revenue EXPENDITURES: To be assigned by the Finance Dept. Project No. 32HM20 Subproject No. CHDO (Each column should only include amounts by fund) Fund: Fund: Fund: Fund: 224 Total 73,000.00 73,000.00 TOTALS $ 73,000.00 $ $ $ $ 73,000.00 1111 Salaries - Regular 1113 Longevity 1121 FICA 1122 IPERS 1123 Life & Disability 1131 Health Insurance 1313 Legal Service 1315 Education and Training 1317 Audit Expense 1343 Postage and Mailing 1351 Advertising Expense 1358 Economic Development 1376 Office Equipment 1379 Interim Assistance 1393 Contributions and Subsidy 1516 Minor Computer Equipment 1520 Computer Software 1561 Office Supplies 73,000.00 73,000.00 TOTALS $ 73,000.00 $ $ - $ $ 73,000.00 RUDY JONES 3/16/2022 Net4teit 4/4/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Waterloo.32667.1.FYE20_HOME_CHDO_Budget_Worksheet\Page 2 (Donat or NON-constr) (Mar 2010) PROJECT BUDGET WORKSHEET - ALL PROJECTS PAGE ONE Project Name City Contract No. Project Manager Project Budget Total Joyce Redman Estate David Eckert $ 100,000.00 1. How will this project be funded? A. Federal Grant Yes No Grant Name CFDA # B. State Grant Yes No Grant Name C. City Match Source of Funding None x D. Other Entities Yes x No Name Joyce Redman Estate 2. Attach copies of any grant agreements that will fund the project (REQUIRED) To be assigned by the Finance Dept. Project No. Subproject No. 33GFT REDMAN % Paid by federal grant Grant Agreement Number % Paid by state grant Grant Agreement Number % Paid by City % Paid by other entity 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? If yes, employee/position to be covered. 0.00% 0.00% 0.00% 100.00% Done None ❑ ❑x Yes No ❑ ❑x ❑ ❑x ❑ ❑x ❑ ❑x ❑ ❑x ❑ ❑x ❑x 6. Include a brief description of the project in the space below: (REQUIRED) Last Will and Testament of Joyce L. Redman designating $100,000 to the library for "public books programs" Page 2 must be attached and signed. users\michelle-w\forms\Waterloo.32678.1.Library_Redman_Estate_Gift_Project_Budget\Page 1 All Projects (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO City Clerk Use Only Finance Committee Approval Date 4/4/2022 Project Name (from page one) Joyce Redman Estate Department No. project will be budgeted under 33 Activity No. project will be budgeted under 3180 REVENUES: 3000 Cash on Hand 3350 Federal Grant 3354 Shared Program - Local 3357 Shared Program - County 3358 Shared Program - City 3360 Shared Program - State 3361 State Grant 3720 Donations - Restricted 3750 Sale of Bonds 3800 Miscellaneous Revenue EXPENDITURES: To be assigned by the Finance Dept. Project No. Subproject No. 33GFT REDMAN (Each column should only include amounts by fund) Fund: 010 Fund: Fund: Fund: Total 100,000.00 100,000.00 TOTALS $ 100,000.00 $ - $ $ - $ 100,000.00 1582 Adult Print 1583 Downloadable Materials 1590 Youth Print 1583 Teen Print 30,000.00 $ 30,000.00 30,000.00 30,000.00 20,000.00 20,000.00 20,000.00 20,000.00 TOTALS $ 100,000.00 $ David Eckert 3/28/2022 $ $ - $ 100,000.00 Nev _ 4/4/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date users\michelle-w\forms\Waterloo.32678.1.Library_Redman_Estate_Gift_Project_Budget\Page 2 (Donat-non constr) (Mar 2010) PROJECT BUDGET WORKSHEET - ALL PROJECTS PAGE ONE Project Name City Contract No. Project Manager Project Budget Total Youth Summer Library Program (YSLP) Lori Petersen $ 3,500.00 1. How will this project be funded? A. Federal Grant Yes Grant Name No CFDA # B. State Grant Yes No Grant Name C. City Match Source of Funding None x D. Other Entities Yes Name No Various donors 2. Attach copies of any grant agreements that will fund the project (REQUIRED) To be assigned by the Finance Dept. Project No. Subproject No. 33GFT YSLP % Paid by federal grant Grant Agreement Number % Paid by state grant Grant Agreement Number % Paid by City % Paid by other entity 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? If yes, employee/position to be covered. 0.00% 0.00% 0.00% 100.00% Done None ❑ ❑x Yes No ❑ ❑x ❑ ❑x ❑ ❑x ❑ ❑x ❑ ❑x ❑ ❑x ❑x 6. Include a brief description of the project in the space below: (REQUIRED) Campaign to acquire donations for the youth summer library program. Donors can give at different levels. Page 2 must be attached and signed. users\michelle-w\forms\Waterloo.32677.1.Library_Summer_Youth_Program_Proj_Budget\Page 1 All Projects (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO City Clerk Use Only Finance Committee Approval Date 4/4/2022 Project Name (from page one) Youth Summer Library Program Department No. project will be budgeted under 33 Activity No. project will be budgeted under 3160 REVENUES: 3000 Cash on Hand 3350 Federal Grant 3354 Shared Program - Local 3357 Shared Program - County 3358 Shared Program - City 3360 Shared Program - State 3361 State Grant 3720 Donations - Restricted 3750 Sale of Bonds 3800 Miscellaneous Revenue EXPENDITURES: To be assigned by the Finance Dept. Project No. Subproject No. 33GFT YSLP (Each column should only include amounts by fund) Fund: 010 Fund: Fund: Fund: Total 3,500.00 3,500.00 TOTALS $ 3,500.00 $ - $ $ - $ 3,500.00 1523 Program Supplies 3,500.00 $ 3,500.00 TOTALS $ 3,500.00 $ - $ $ - $ 3,500.00 w David Eckert 3/28/2022 _� 4/4/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date users\michelle-w\forms\Waterloo.32677.1.Library_Summer_Youth_Program_Proj_Budget\Page 2 (Donat-non constr) (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO City Clerk Use Only Finance Committee Approval Date 4/4/2022 Project Name (from page one) Bulletproof Vests Department No. project will be budgeted under 11 Activity No. project will be budgeted under 1150 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 3720 Donations - Restricted 3750 Sale of Bonds EXPENDITURES: Fund: To be assigned by the Finance Dept. Project No. 11GRT Subproject No. VST21 (Each column should only include amounts by fund) Fund: Fund: Fund: Bond Fund 13,280.00 TOTALS $ 13,280.00 $ 1111 Salaries - Regular 1112 Salaries - Part Time 1315 Education & Training 1345 Travel - Official City 1346 Travel - Prof Training 1390 Contractual Services 1579 Wearing Apparel 2128 Guns/Body Armor 13,280.00 Total 26,560.00 $ $ 13,280.00 $ 26,560.00 13,280.00 13,280.00 TOTALS $ 13,280.00 $ Aaron McClelland, Police Captain 3/23/2022 13,280.00 13,280.00 $ - $ 13,280.00 $ 26,560.00 7UetAeA f' 4/4/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Vest_Grant_FY21_4-4-2022 (1).xls\Page 2 (Donat or NON-constr) (Mar 2010) PROJECT BUDGET WORKSHEET INSTRUCTIONS The purpose of the project budget form is to set up a budget and project code that can be used to more specifically account for certain construction or non -construction projects funded with state and federal grants, donations, or any "restricted" type revenue sources. This form should be completed BEFORE any invoices are processed or payments are made. It is also needed before any of the revenue is deposited. If you are not sure if a particular project needs a project code, please contact the Finance Department. We are glad to help! 1.) Page 1 is REQUIRED for all projects. Complete the page 2 (constr proj) tab if you are requesting a budget for a construction project. Complete page 2 (donat or NON-constr) if you are requesting a budget for any project, other than one involving construction. 2.) You MUST provide the CFDA # for all federally -funded projects, including those that involve federal funds but are passed on to the city from the State of Iowa. The grantor is required to provide that number to you. Sometimes that number is provided in the grant application only, so that is a good place to look for it if you can't find it in the grant award document. 3.) The revenue and expense account numbers provided on both page 2 tabs are commonly -used examples only. You may change, add or edit those if there's a number you need that isn't listed. This form isn't meant to list all possible account numbers, only those that are used the most often. 4.) Separate columns should be completed on the budget worksheet (page 2) if the project involves different "funds" (e.g. GO bond fund and grant-fund/fund 290). Expenses and revenue for each fund should be separated into columns and EACH column's revenue and expenses MUST EQUAL! You will get an "error" message below the expense totals line if they don't. You need to make a correction if you get an error message. 5.) In general, the Finance Department will assign the project codes. However, if you have a request or suggestion for the code you'd like to use, please discuss that with the Finance Department before submitting your worksheets. 6. Please remember to forward the related grant award document to the Finance Department, along with the budget. PROJECT BUDGET WORKSHEET - ALL PROJECTS PAGE ONE Project Name City Contract No. Project Manager Project Budget Total Bulletproof Vests Chief Fitzgerald $ 26,560.00 1. How will this project be funded? A. Federal Grant Yes Grant Name No To be assigned by the Finance Dept. Project No. 11GRT Subproject No. VST21 CFDA # 16.607 % Paid by federal grant B. State Grant Yes Grant Name No C. City Match Source of Funding D. Other Entities Yes Name No Grant Agreement Number % Paid by state grant Grant Agreement Number Bond Fund % Paid by City 2. Attach copies of any grant agreements that will fund the project (REQUIRED) % Paid by other entity 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? If yes, employee/position to be covered. 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 bulletproof vests. 50.00% 50.00% Done None ❑X ❑ Yes No ❑ ❑X ❑ ❑X ❑ ❑X ❑ ❑X ❑ ❑X ❑ ❑X ❑ ❑X Page 2 must be attached and signed. K:\shared goodies\forms\Waterloo.32562.1.Vest_Grant_FY21_4-4-2022\Page 1 All Projects (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO City Clerk Use Only Finance Committee Approval Date 4/4/2022 Project Name (from page one) Bulletproof Vests Department No. project will be budgeted under 11 Activity No. project will be budgeted under 1150 To be assigned by the Finance Dept. Project No. 11GRT Subproject No. VST21 (Each column should only include amounts by fund) Fund: Fund: Fund: Fund: REVENUES: Bond Fund 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 3720 Donations - Restricted 3750 Sale of Bonds EXPENDITURES: 13,280.00 TOTALS $ 13,280.00 $ 1111 Salaries - Regular 1112 Salaries - Part Time 1315 Education & Training 1345 Travel - Official City 1346 Travel - Prof Training 1390 Contractual Services 1579 Wearing Apparel 2128 Guns/Body Armor Total 13,280.00 26,560.00 $ $ 13,280.00 $ 26,560.00 13,280.00 13,280.00 TOTALS $ 13,280.00 $ 13,280.00 13,280.00 $ $ 13,280.00 $ 26,560.00 NeigfteA Aaron McClelland, Police Captain 3/23/2022 _�� 4/4/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Waterloo.32562.1.Vest_Grant_FY21_4-4-2022\Page 2 (Donat or NON-constr) (Mar 2010)