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HomeMy WebLinkAboutApproved Documents - 9.19.2022City Clerk Use Only Finance Committee 9/19/2022 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 $ 10,340.00 Building Maintenance Department to expend plus est. shipping costs of $ to pay for or purchase This purchase or expenditure is being made because: Provide and install a bullet resistant door in the Building Department at City Hall. Vendor selected for this purchase: �■ Bids or written quotes were taken on this purchase, as follows: Failor Hurley - $ 10,340.00 Magee Construction - $ 12,329.00 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: ▪ 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: 418-22-8800-2152 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, Greg Ahlhelm - Building Official 9/2/2022 $ 75,000.00 $ 72,307.36 73iiaett Marl 9/19/2022 (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 9/19/2022 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 Garage/Fire Department to expend $ 6,646.40 plus est. shipping costs of $ 300.00 to pay for or purchase 2 - Turbo Chargers and Cores for Fire Engine #121311 This purchase or expenditure is being made because: Vendor Specific - Replace 2 turbo chargers as bearings have failed Vendor selected for this purchase: Zegler's Catapillar n Bids or written quotes were taken on this purchase, as follows: Zegler's Catapillar New Hampton, IA $6,646.40 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: 010-18-1405-1571 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 66,000.00 and the current available balance is $ 42,773.76 Respectfully submitted, Sandie Greco 9/8/2022 w Na0,6( 9/19/2022 (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 9/19/2022 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 Clerk's Office Department to expend $ 10,200.00 plus est. shipping costs of $ to pay for or purchase NovusAgenda annual software license renewal provided by Granicus. This purchase or expenditure is being made because: Vendor selected for this purchase: Granicus n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: Software renewal. 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: 010-03-8400-1520 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 165,250 and the current available balance is $ 82,478.80 Respectfully submitted, Kelley Felchle 9/7/2022 T ZO° 9/19/2022 (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 9/19/2022 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 Engineering Department to expend $ 5,950.00 plus est. shipping costs of $ 0 to pay for or purchase Replacement of two broken glass bus stop panels This purchase or expenditure is being made because: The panels were vandalized Vendor selected for this purchase: Matthias Landscaping n Bids or written quotes were taken on this purchase, as follows: n Bids or quotes were not taken on this purchase because: Mathias did the original installation 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: 420-07-7500-2165 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is and the current available balance is Respectfully submitted, $ 1,310,000.00 $ 1,250,333.40 9/19/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) Naiimegme MA IAA LANDSCAPING CO. Waterloo, City of 715 Mulberry Waterloo IA 50703 Quantity Description Invoice # 17247 Date 9/6/2022 Project Bus Shelter Glass University Ave PH I Rate Terms Net 30 days Amount 1 2018 Attention: Wloo Jamie University Knutson Recon Ph I 5,950.00 5,950.00 Replacement of Broken Glass Panels at University and Falls Ave Bus Shelters Replacement of (2) Broken Glass Panels at University and Falls Ave Bus Shelters Materials and Labor Contact Nate Lansing 319-226-6000 if you have any questions. Please call if you have any questions. Subtotal $5,950.00 Matthias Landscaping Co. 3170 Wagner Rd. waterloo IA 50703 $0.00 Sales Tax (7.O%) Total $5,950.00 Payments/Credits $0.00 P-319-226-6000 F-319-226-6003 Balance Due $5,950.00 City Clerk Use Only Finance Committee 9/19/2022 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 Engineering $ 6,584.00 plus est. shipping costs of $ 0 FY 2023 Middle Cedar Watershed Management Authority dues. Department to expend to pay for or purchase This purchase or expenditure is being made because: Dues for Waterloo's portion of the Middle Cedar Watershed Management Authority administrative person. Vendor selected for this purchase: Middle Cedar Watershed Management Authority 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 a membership that the City has been a part of for the last 8 years 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) Stormwater This expenditure is to be coded to the following budget line -item: 521-07-7830-1312 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 25,000.00 and the current available balance is $ 25,000.00 Respectfully submitted, 9/19/2022 (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 9/19/2022 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 Engineering Department to expend $ 3,675.58 plus est. shipping costs of $ 0 to pay for or purchase Installation of two street lights hit and knocked over at the Fletcher Avenue RAB This purchase or expenditure is being made because: The poles were hit by by the traveling public and knocked down. 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: K&W is completing work on University Avenue and was already mobilized on site. 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: 420-07-7500-2165 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 1,310,000.00 and the current available balance is $ 1,250,333.40 Respectfully submitted, 9/19/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) INVOICE LECTIMIC, DINC. 100% Employee Owned BILL TO: City of Waterloo - Engineering 715 Mulberry St. Waterloo, IA 50703 Due Date 10-10-22 Date 08-25-22 Number 5686 Purchase Order Number All accounts are due and payable by the 10th of the month following date of invoice. Finance charge of 1-1/2% per month, which is an annual percentage rate of 18%, charged on all past due accounts. Replace 2 Lights Hit on Round -a -Bout Material Labor Equipment Total Amount Due 1127 Lincoln St. PO Box 967 Cedar Falls, IA 50613 Ph: 319.277.0415 F 319.277.1418 1,928.08 1,387.50 360.00 3,675.58 1004 Main St. PO Box 426 Emmetsburg, IA 50536 Ph: 712.852.9077 F 712.852.8061 Visit our website at www.k-welectric.com Email: kwe a(�.k-welectric.com Equal Opportunity Employer City Clerk Use Only Finance Committee 9/19/2022 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 Leisure Services Department to expend $ 4,878.00 plus est. shipping costs of $ to pay for or purchase Mayor's Fun Run Shirts This purchase or expenditure is being made because: Kids shirts for the Mayor's Fun Run Vendor selected for this purchase: Advantage Screen Print n Bids or written quotes were taken on this purchase, as follows: Advantage Screen Print $4,878.00 Dickey's Screen Printing $5,455.00 Creative Impact (did not submit) 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: 010-37-4200-1567 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 22,000.00 and the current available balance is $ 16,341.22 Respectfully submitted, Paul Huting 09/06/2022 7U6,4' 9/19/2022 (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 9/19/2022 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 Leisure Services Department to expend $ NTE $20,000 plus est. shipping costs of $ to pay for or purchase Repairs to Young Arena ammonia ice system. This purchase or expenditure is being made because: Decommissioning of water cooled condenser due to broken tubes that caused ammonia to leach out of the system, repair of microprocessor due to power outage, Solenoid/Relief Valve replacement, Add glycol to floor loop. Vendor selected for this purchase: All Temp Refrigeration, Cedar Rapids Iowa n Bids or written quotes were taken on this purchase, as follows: n Bids or quotes were not taken on this purchase because: All Temp Refrigeration is the only Certified Vilter Ammonia Compressor ice service business in the area. they have the proper equipment & maintenance records for Young Arena dating back to construction 27 years ago, & provide timely emergency response calls when needed. 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: 322-37-4500-2152 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 90,000 and the current available balance is $ 90,000 Respectfully submitted, Paul Huting 08/30/2022 Zug 9/19/2022 (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 9/19/2022 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 Police Department to expend $ 6,590.00 plus est. shipping costs of $ 00 to pay for or purchase Annual renewal of Production SNS VCenter server maintenance Agreement This purchase or expenditure is being made because: Annual maintenance agreement to support the Police Department computer servers. Vendor selected for this purchase: ACES n Bids or written quotes were taken on this purchase, as follows: IT Bids or quotes were not taken on this purchase because: ACES is the company that supports the computer systems operated by the Police Dept. 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: 010-1100-1105-1520 (Fund - Department - Activity - Account Number) (Project Code) in which the budgeted amount is $ 110,355.00 and the current available balance is $ 82,813.00 Respectfully submitted, Aaron P. McClelland, Captain 9/7/2022 u Z0acvl 9/19/2022 (Signature Dept. Head or Designee) Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Expenditure Pre-Authorization.xls (Mar 2010) PROJECT BUDGET WORKSHEET - ALL PROJECTS PAGE ONE Project Name IDOT Commercial Aviation Infrastructure Fund Grant City Contract No. Project Manager Project Budget Total Keith Kaspari $ 2,197,573.00 1. How will this project be funded? A. Federal Grant Yes Grant Name No CFDA # B. State Grant Yes X No 1 Grant Name IDOT Commercial Aviation Infrastructure Fund Grant C. City Match Source of Funding D. Other Entities Yes Name To be assigned by the Finance Dept. Project No. Subproject No. % Paid by federal grant % Paid by state grant % Paid by City No X % Paid by other entity Attach copies of any grant agreements that will fund the project (REQUIRED) 2. 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, attach authorization to purchase real property to this document. 3. Please indicate any non -participating expenses that you are aware will be incurred, such as: A. Stormwater permit fees B. Publication, or printing costs C. Others, list 4. Does this project cover any regular full-time salaries or benefits? If yes, employee/position to be covered. 100.00% Done None ❑X Yes No ❑ ❑X ❑ ❑ Done None ❑ ❑ Yes None ❑ ❑X 5. Include a brief description of the project in the space below: (REQUIRED) Improvements under this grant shall consist of Airline Terminal Parking Canopy Structure(s), including: canopy coverage for both parking lot exit lane pay stations; the NE parking lot entrance; and as much of the north section of the passenger parking lot as possible, depending on material costs and contractor bids. Airport funds from land release accounts will also be used, as a separate phase of this project, for parking lot pavement improvements. Page 2 must be attached and signed. users\michelle-w\forms\Waterloo.34870.1.Project_Budget_Wkshts_IDOT_CAIF_Grant\Page 1 All Projects (Feb 2007) CONSTRUCTION PROJECT BUDGET WORKSHEET PAGE TWO Project Name (from page one) IDOT Commercial Aviation Infrastructure Fund Grant Department No. project will be budgeted under 29 Activity No. project will be budgeted under 7760 REVENUES: 3000 Cash on Hand 3112 Local Option Sales Tax 3350 Federal Grant 3353 Federal U-Step Grant 3358 Shared Program - City 3360 Shared Program - State 3361 State Grant 3365 State RISE Grant 3368 EPA Grant 3377 EDA Grant 3750 Sale of Bonds 3800 Miscellaneous Revenue EXPENDITURES: To be assigned by the Finance Dept. Project No. Subproject No. (Each column should only include amounts by fund) Fund: 291 Fund: Fund: Fund: Total 2,197,573.00 2,197,573.00 TOTALS $ 2,197,573.00 $ $ - $ $2,197,573.00 2103 Engineering & Consulting $ 249,300.00 $ 249,300.00 2125 Traffic Control Equipment 2140 Land Acquisition 2144 Land Improvements 2146 Demolitions 2156 Bikeway Construction 2161 Bridges 2162 Storm Sewers 2163 Sanitary Sewers 2164 Sidewalks 2165 Streets & Roadways 2199 Non -participating Misc 2169 Airport Improv 1,948,273.00 1,948,273.00 TOTALS $ 2,197,573.00 $ $ - $ $2,197,573.00 Keith Kaspari 9/7/2022 N 9/19/2022 (Signature Dept. Head) Date (Signature Finance Dept. Review) Date users\michelle-w\forms\Waterloo.34870.1.Project_Budget_Wkshts_IDOT_CAIF_Grant\Page 2 (Constr Proj) (April 2003) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO Project Name (from page one) Department No. project will be budgeted under Activity No. project will be budgeted under REVENUES: 3000 Cash on Hand 3350 Federal Grant 3353 Federal U-Step Grant 3358 Shared Program - City 3360 Shared Program - State 3361 State Grant 3365 State RISE Grant 3720 Donations - Restricted 3750 Sale of Bonds 3800 Miscellaneous Revenue EXPENDITURES: To be assigned by the Finance Dept. Project No. Subproject No. (Each column should only include amounts by fund) Fund: Fund: Fund: Fund: TOTALS $ 1111 Salaries - Regular 1112 Salaries - Part Time 1315 Education & Training 1345 Travel - Official City 1346 Travel - Prof Training Total TOTALS $ $ $ $ $ (Signature Dept. Head) Date (Signature Finance Dept. Review) Date users\michelle-w\forms\Waterloo.34870.1.Project_Budget_Wkshts_IDOT_CAIF_Grant\Page 2 (Donat-non constr) (April 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 Police Grant- State and Community Highway Safety Grant Task 83-00-00 Interim Chief Leibold $ 50,400.00 1. How will this project be funded? A. Federal Grant Yes Grant Name No CFDA # B. State Grant Yes Grant Name No State and Community Highway Safety Grant C. City Match Source of Funding D. Other Entities Yes Name To be assigned by the Finance Dept. Project No. 11GRT Subproject No. IDCTK83 % Paid by federal grant Grant Agreement Number % Paid by state grant 100.00% Grant Agreement Number PAP 23-402-MOPT Paid by City No X % Paid by other entity 2. Attach copies of any grant agreements that will fund the project (REQUIRED) 3. Does the project include the purchase of right of way or other real property? If yes, will real property purchases be reimbursable under the grant? If yes, have you attached authorization to purchase real property to this document? 4. Will this project include any non -participating expenses, such as: A. Stormwater permit fees B. Publication, or printing costs C. Others, list 5. Does this project cover any regular full-time salaries or benefits? If yes, employee/position to be covered. 6. Include a brief description of the project in the space below: (REQUIRED) This grant will cover directed overtime enforcement, training related travel & two PBT's. Done None ❑X ❑ Yes No Page 2 must be attached and signed. K:\shared goodies\forms\Waterloo.34872.1.FY23_Highway_Safety_Grant_Task_83_Project_Budget_Worksheet\Page 1 All Projects (Mar 2010) PROJECT BUDGET WORKSHEET- NON -CONSTRUCTION PAGE TWO City Clerk Use Only Finance Committee 9/19/2022 Approval Date Project Name (from page one) Police Grant- State and Community Highway Safety Grant Task 83-00-00 Department No. project will be budgeted under 11 Activity No. project will be budgeted under 010 11 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 3373 Fed Pass thru for Iowa EXPENDITURES: To be assigned by the Finance Dept. Project No. 11GRT Subproject No. IDCTK83 (Each column should only include amounts by fund) Fund:1150 Fund: Fund: Fund: Total 50,400.00 50,400.00 TOTALS $ 50,400.00 $ - $ $ - $ 50,400.00 1111 Salaries - Regular 1112 Salaries - Part Time 1315 Education & Training 1345 Travel - Official City 1346 Travel - Prof Training 1390 Contractual Services 1125 Overtime 1563 In Car Video Camera 1573 PBT's 1,000.00 1,000.00 48,500.00 48,500.00 0.00 900.00 900.00 TOTALS $ 50,400.00 $ - $ $ - $ 50,400.00 Capt. Aaron McClelland (Signature Dept. Head) 9/7/2022("S.1.6(yett Zug 9/19/2022 Date (Signature Finance Dept. Review) Date K:\shared goodies\forms\Waterloo.34872.1.FY23_Highway_Safety_Grant_Task_83_Project_ Budget_Worksheet\Page 2 (Donat or NON- constr) (Mar 2010)