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HomeMy WebLinkAbout02/13/2017Council Work Session February 13, 2017 Time indicated below Harold E. Getty Council Chambers Roll Call. Approval of Agenda, as proposed or amended. 3:00 p.m. City Council Budget Meeting -Department Budget Review. ADJOURNMENT Kelley Felchle City Clerk CITY OF WATERLOO Council Communication City Council Budget Meeting -Department Budget Review. City Council Meeting: 2/13/2017 Prepared: REVIEWERS: Department Reviewer Action Date Clerk Office Felchle, Kelley Approved 2/7/2017 - 1:46 PM ATTACHMENTS: Description Type ❑ IT Presentation Backup Material ❑ IT - FY18 Backup Material ❑ Housing Presentation Backup Material ❑ Housing - FY18 Backup Material ❑ Community Development Presentation Backup Material ❑ CDBG - FY18 Backup Material ❑ Street - FY 18 Backup Material ❑ Mayor and Council - FY 18 Backup Material ❑ Public Works Presentation Backup Material ❑ Sanitation - FY18 Backup Material SUBJECT: Submitted by: Recommended Action: Summary Statement: Expenditure Required: Source of Funds: Policy Issue: Alternative: Background Information: City Council Budget Meeting -Department Budget Review. � Management Information Systems 2018 Budget Presentation Mission Statement the mission statement • Provide the highest quality IT services while advancing the use of technology to improve excellence in efficiencies and employee productivity through innovative solutions. CITY OF WATERLOO BUD MIS Department Staffing • MIS Department (2) • Directory of Technology • Programmer Analyst • Public Access Television(2) • Cable TV Production Coordinator • Production Assistant N A, T E R L, BUD F" Management Information Systems Who are our customers? • +500 full time employees • All or part of 30 departments • Over 27 buildings throughout the city W AT E R L B U D G E Domain name management ) Breakfix Managed IT services Alf IE Server monitoring r Dara backup IT Services Help desk support Service Level Agreement Hardware Email spam filter WE PROVIDE THE FOLLOWING SERVICES...network, security, servers, desktops, monitors, laptops, tablets, ipads, phones, voicemail, cellular, wireless, smart phones, programming, firewall, hardware, software, cabling, switches, routers, vpn, remote access, email, sql databases, gis, printers, copiers, licensing, warranty, service agreements, fiber optic, cat 6, cloud, backup, anti-virus, document imaging, ups, internet, website, voip W AT E R L B U D G E Year in Review • Server Virtualization • Many physical servers have been converted to "virtual" servers. This saves on space, electricity, cooling needs, and hardware maintenance costs. • Wireless Upgrades • New wireless infrastructure and access points at Convention Center installed • Ice Arena Network Upgrades • Expanded networking capabilities at ice arena • Disk Based Backup and Replication • Migration from tape backup to disk based backup. Offsite replication for business continuity in case of disaster. N A T E R L, BUD F" Year in Review • Technology Committee • Creation of technology committee to assist in direction of IT Policy and Technology needs. • Document Management • Expansion of Laserfiche document scanning capabilities to several new departments. • New World Updates • Rollout of 2 new LOGOS (ERP) updates as well as implementation of credit card acceptance in Building and Clerks Departments. • Programming Updates • Many new improvements completed including password notification and automatic emails for pet licensing. OF--=-X-rt WATERLOO B U D G E Upcoming Projects • City of Waterloo Website • New website rollout in Q1 of 2017 • Traffic Signaling Cameras • Infrastructure preparedness for expansion of fiber optics to signalized intersections • GIS (Geographic Information Systems) • Expand use of GIS Systems throughout many departments. • HD Upgrades for Cable Access Studio • High Definition upgrades for recording and transmitting higher quality video WATERLOO BUDGE- Upcoming Projects • Infrastructure Updates • Replacement of city core switch. • Update wiring closets to current standards • Fiber optic cabling expansion and updating • Server and Operating System Updates • • • Upgrade of remaining servers to current 0/S. Upgrade of SQL (Databases) to current standards. Testing for future rollout of Windows 10 and Microsoft Office 2016. NATERLOO B U D G E FY 2018 Budget Budget Numbers...... : A T E R L B U D FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 010 General DEPARTMENT: 01 Mayor (Information Technology) ACTIVITY: 8220 Administrative Services/MIS DEPARTMENT/ACTIVITY DESCRIPTION: The Management Information Services department maintains the City's computers, network, and other technology under the direction of the Director of Information Technology. DEPARTMENT/ACTIVITY OBJECTIVES: Operate a technology replacement program to continually refresh computers and other technologies. Facilitate technology requests from other departments. Provide a help desk to log and respond to users' technology issues and/or requests. Provide applicable training resources for staff. Evaluate software and hardware needs and either recommend and implement or provide custom software solutions. Maintain and improve the City's telecommunication systems. Install, maintain and improve the City's network infrastructure and provide for secure network access, both internally and externally. Continue to improve the security of the City's network while providing "as needed" access to the City's employees. Scale and leverage server virtualization to enable infrastructure to be refreshed as needed and allow for agile response to the City's needs. The City's website update has been a goal for FY2017 and will be completed in early calendar year 2017. Fot FY2018, the MIS department will continue to work on updating the City's agin cabling and fiber optic infrastructure. The MIS deparrment is facilitating the expansion on the City's Geographic Infromation Systems (GIS) technolgies to provide City employees better Develop and implement disaster recovery procedures for the City's computer/network applications. Continue creating and updating MIS policies to ensure processes are followed with the implementation in all City departments. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 IT Director 0 0 1 1 Programmer Analyst 1 1 1 1 TOTAL FULL-TIME EQUIVALENT POSITIONS 1 1 2 2 0 0 *AT CURRENT FYE17 STAFFING LEVEL Dtpartment Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 010 - General Fund REVENUE Department 01 - Mayor Activity 8220 - Administrative SVCS/MIS Shared Program - Local/School 010-01-8220 3354 Shared Program - School/Local 722.40 2,167.20 722,40 1,445.00 1,445.00 1,445.00 1,445.00 .00 Shared Program -Loca//Schoo/Totals $722.40 $2,167.20 $722.40 $1,445.00 $1,445.00 $1,445.00 $1,445.00 0.00% Refunds 010-01-8220 3722 Refunds 2,816.76 .00 .00 .00 .00 .00 .00 .00 Refunds Totals Activity 8220 - Administrative SVCS/MIS Totals Department 01- Mayor Totals REVENUE TOTALS EXPENSE Department 01 - Mayor Activity 8220 - Administrative SVCS/MIS Persona/Services - Salades & Benefits 010-01-8220 1111 Salaries - Regular 010-01-8220 1113 Longevity Pay 010-01-8220 1114 Time & Half Pay 010-01-8220 1121 FICA - City Contribution 010-01-8220 1122 IPERS - City Contribution 010-01-8220 1123 Life & Disability Insurance 010-01-8220 1130 Employee Benefit Reimbursement 010-01-8220 1131 Health Insurance Personal Senates - Salades & Benefits Totals $2,816.76 $0,00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ $3,539.16 $2,167.20 $722.40 $1,445.00 $1,445.00 $1,445.00 $1,445.00 0.00% $3,539.16 $2,167.20 $722.40 $1,445.00 $1,445.00 $1,445.00 $1,445.00 0.00% $3,539.16 $2,167.20 $722.40 $1,445.00 $1,445.00 $1,445.00 $1,445.00 0.00% 64,643.68 152,442.16 82,130.08 164,528.00 164,528.00 168,896.00 168,896.00 2.65 959.92 959.92 512.30 1,060.00 1,060.00 1,080.00 1,080.00 1.88 3,088.66 3,406.30 .00 3,269.00 3,269.00 3,269,00 3,269.00 .00 5,278.80 11,943.75 6,437.15 13,071.00 13,071.00 13,479.00 13,479.00 3.12 6,134.27 14,002.94 7,379.98 15,079.00 15,079.00 15,471.00 15,471.00 2.59 323.04 959.96 439.74 790.00 790.00 697.00 697.00 (11.77) 1,450.80 1,539.12 2,953.90 2,000.00 2,000.00 2,954.00 2,954.00 47.70 17,952.00 29,920.00 17,952.00 35,904.00 35,904.00 33,960.00 33,960.00 (5.41) $99,831.17 $215,174.15 $117,805.15 $235,701.00 $235,701.00 $239,806.00 $239,806.00 1.74% Comments Account Level Comment Contractual Services 010-01-8220 1319 010-01-8220 1339 010-01-8220 1344 Other Professional Services Data Communication Telephone & Fax Expense 186,000.00 14,045.83 78,649.79 51,920.00 14,554.48 74,764.01 923.00 7,297.90 35,397.16 96,112.00 16,000.00 76,000.00 96,112.00 16,000.00 76,000.00 96,112.00 16,000.00 76,000.00 60,829.00 24,000.00 86,000.00 (36.71) 50.00 13.15 Run by James Slife on 01/30/2017 15:47:40 PM Page 1 of 2 Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 010 - General Fund EXPENSE Department 01 - Mayor Activity 8220 - Administrative SVCS/MIS Contractua/ Services 010-01-8220 1346 Travel - Professional Training .00 .00 .00 1,500.00 1,500.00 1,500.00 1,500.00 .00 Contractual Services Totals $278,695.62 $141,238.49 $43,618.06 $189,612.00 $189,612.00 $189,612.00 $172,329.00 (9.11%) Comments Account Level Comment 1339 Additional Dept Needs Anticipating an Increase due to implementation of a needed redundant Internet connection. 1344 Additional Dept Needs 2018 increase to meet levels anticipated for FY 2017. Commodities 010-01-8220 1516 Minor Computer Equipment .00 .00 984.92 1,067.00 1,067.00 1,067.00 2,500.00 134.30 010-01-8220 1520 Computer Software 6,499.49 14,994.58 5,044.35 19,100.00 19,100,00 19,100,00 35,000.00 83.24 010-01-8220 1533 Fuel Expense 45.92 51.09 57.96 250.00 250.00 250.00 150.00 (90.00) 010-01-8220 1561 Office Supplies & Minor Equipment .00 144.34 91.90 200.00 200,00 200.00 250.00 25.00 010-01-8220 1571 Machinery & Equipment Replacement Parts .00 .00 .00 500.00 500.00 500.00 500.00 .00 Commodities Totals $6,545.41 $15,190.01 $6,179.13 $21,117.00 $21,117.00 $21,117.00 $38,400.00 81.84% Comments Account Level Comment 1520 Additional Dept Needs Increase for anticipated Windows and Office licensing needs. Activity 8220- Administrative SVCS/MIS Totals Department 01 - Mayor Totals EXPENSE TOTALS Fund 010 - General Fund Totals REVENUE TOTALS EXPENSE TOTALS Fund 010 - General Fund Totals Net Grand Totals REVENUE GRAND TOTALS $3,539.16 $2,167.20 $722.40 $1,445.00 $1,445.00 $1,445.00 $1,445.00 EXPENSE GRAND TOTALS $385,072.20 $371,602.65 $167,602.34 $446,430.00 $996,430.00 $450,535.00 $450,535.00 $385,072.20 $371,602.65 $167,602.34 $446,430.00 $446,430.00 $450,535.00 $450,535.00 0.92% $385,072.20 $371,602.65 $167,602.34 $446,430.00 $385,072.20 $371,602.65 $167,602.34 $446,430.00 $446,430.00 $450,535.00 $446,430.00 $450,535.00 $450,535.00 0.92% $450,535.00 $3,539.16 $2,167.20 $722.40 $1,495.00 $1,445.00 $1,445.00 $1,445.00 $385,072.20 $371,602.65 $167,602.34 $446,430.00 $446,430.00 $450,535.00 $450,535.00 0.92% 0.00% 0.92% ($381,533.04) ($369,435.45) ($166,879.94) ($444,985.00) ($444,985.00) ($449,090.00) ($449,090.00) 0.92% 0.00% 0.92% Net Grand Totals ($381,533.04) ($369,435.45) ($166,879.94) ($444,985.00) ($444,985.00) ($449,090.00) ($449,090.00) 0.92% Run by James Slife on 01/30/2017 15:47:40 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 010 General DEPARTMENT: 01 Mayor (Information Technology) ACTIVITY: 8222 Administrative Services/MIS Chargebacks DEPARTMENT/ACTIVITY DESCRIPTION: This activity is used to record revenue received from the Sewer fund for various services provided to that fund by the Administrative Services/Management Information Systems department. DEPARTMENT/ACTIVITY OBJECTIVES: PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: ADOPTED FYE2015 ADOPTED FYE2016 ADOPTED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 ADOPTED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 * AT CURRENT FYE17 STAFFING LEVEL G/L Account Fund 010 - General Fund REVENUE Department 01 - Mayor Activity 8222 - Admin SVC/MIS Chargebacks Miscellaneous Revenue 010-01-8222 3954 Account Description 2015 Actual Amount Department Budget Worksheet DI aft #1 Budget Year 2018 2016 Actual 2017 Actual Amt Amount thru 12/31/16 Service to Sewer Fund Miscellaneous Revenue Totals Activity 8222 - Admin SVC/MIS Chargebacks Totals Department 01 - Mayor Totals REVENUE TOTALS Fund 010 - General Fund Totals REVENUE TOTALS Fund 010 - General Fund Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals 40,000.00 40,000.00 .00 2017 Amended 2017 Adopted 2018 Additional % Change from Budget Budget 2018 Base Level Dept Needs 2017 Adopted 40,000.00 40,000.00 40,000.00 40,000.00 .00 $40,000.00 $40,000.00 $0.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 0.00% $40,000.00 $40,000.00 $0.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 0.00% $40,000.00 $40,000.00 $0.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 0.00% $40,000.00 $40,000.00 $40,000.00 $40,000.00 $0.00 $0.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 0.00% 0.00% $40,000.00 $40,000.00 $0.00 $40,000.00 $90,000.00 $0.00 $0.00 $0.00 $0.00 $40,000.00 $90,000.00 $0.00 $40,000.00 $40,000.00 $0.00 $40,000.00 $40,000.00 $0.00 $40,000.00 $40,000.00 $0.00 0.00% 0.00% $40,000.00 $40,000.00 $0.00 $40,000.00 $40,000.00 $40,000.00 $40,000.00 0.00% Run by James Slife on 02/01/2017 08:18:04 AM Page 1 of 1 Housing Authority Julie Dawson Housing Authority Review • Our mission is to provide quality, safe and affordable housing to eligible families in the city of Waterloo in an efficient, ethical, non-discriminatory and professional manner. • We offer the following programs: — Section 8 (Housing Choice Voucher Program) — Ridgeway Towers (subsidized apartment building for elderly) — Down Payment Program for First -Time Homebuyers V A, T E R L, BUD Our Staff We have 9 staff members at the Waterloo Housing Authority; 8 full-time employees and 1 part- time employee. Pictured from front to back (L -R): Tajah Wright, Housing Coordinator, Sonia Mayer, Administrative Assistant, Julie Dawson, Director, Janet Wessels, Housing Coordinator, Beverly Cosby, Housing Coordinator, John Lenius, Housing Inspector, Wanda Hill -Dorris, Housing Coordinator, and Dana Jackson, Housing Maintenance for Ridgeway Towers Apartments. Not pictured: Ned DeBerg, part- time Inspector/Housing Maintenance. OF IN.ATERLOO B U D FY2018 Budget All of our programs and administrative costs are funded entirely by the U.S. Department of Housing and Urban Development There are 5 Activities within the Housing Authority's FY2018 Budget: • Ridgeway Towers • Capital Funds • Section 8 • FSS Program • Down Payment Program T E R L, B U D FY2018 Budget Total Expenditures $5.5 million 5% ■ Ridgeway Towers + Capital Funds u Section 8 + FSS II Down Payment Salaries and Benefits OF WATERLOO B U D Ridgeway Towers $235,200 (Includes Administrative Costs for the Public Housing Program plus 1 full-time employee and hourly for part-time employee) Ridgeway Towers is funded by the following: • Operating Subsidy from HUD • Tenant Rents • Cable & Wi-Fi Fees • Laundry Income • 50 -unit subsidized apartment building for low-income elderly; owned by the City of Waterloo and managed by the Housing Authority • Tenants pay 30% of monthly income for rent, including all utilities + $25.00/month for optional cable television and wireless internet • 48 1 -bedroom units • 2 2 -bedroom units (reserved for 2 -person households only) • In March of 2016, Ridgeway Towers became the first subsidized apartment complex in the Cedar Valley to offer cable television and wireless internet to its residents. CITY OF WATERLOO BUDGE Capital Funds $50,000 • Each year the Housing Authority receives approximately $50,000 to make capital improvements to the Ridgeway Towers Apartments • 20% of this amount is dedicated to operations • Recent improvements include the purchase of new refrigerators for all of the apartments. Currently upgrading all lighting fixtures in the building to LED, resulting in significant cost savings to both residents and the Housing Authority • Plans for FY2018 include replacing old laundry equipment and increasing the number of washers and dryers to 4 apiece, rather than 3. We would also like to add additional security cameras to our current IP Video Surveillance System V A, T E R L, BUD Section 8 $5,201,486 The Section 8 Program is funded by the following: • Housing Assistance Payments to landlords reimbursed by HUD ($4,528,000) • Administrative Fees based on unit months leased (these fees fund 7 full-time employees (all except housing maintenance for Ridgeway Towers), hourly for one part-time employee, plus administrative costs for the main office, and all programs, except public housing) • The Housing Choice Voucher program (Section 8) enables participants to pay a portion of rent to their landlord (based on income), with the Housing Authority making a payment to the owner for the balance of the rent each month. • 1056 vouchers (slots) available; this is the maximum number of applicants that we can admit to the program. However, with reduced HUD funding in recent years, 2017 will be the first year we have been over 95% leased since 2010. • We are currently utilizing 100% of our budget authority from HUD + HUD -Held Reserves (as needed), from previously -authorized unused funds. • Every rental unit occupied by a participant is inspected using "Housing Quality Standards" prior to a Housing Assistance Payments Contract being signed. Units are then inspected annually, and may also be inspected on a complaint basis. • The waiting list for Section 8 is currently 4 years. There are 1200 individuals/families on the waiting list. +N A, T E R L, BUD F" Section 8 (Continued) Homeownership Voucher Option • For current participants in Section 8, the Housing Authority has allotted up to 30 vouchers for those who wish to purchase a home using their voucher assistance. As with Section 8, the homebuyer will pay a portion (based on income) of their mortgage payment directly to the lender, and the Housing Authority will pay the balance (also directly to the lender). The participant must meet minimum income guidelines, have stable employment income, and must be able to qualify for a loan (on their own merits). Maximum term is 15 years for a 30 year mortgage; or half the life of any other term mortgage, as long as the homeowners remain income eligible for the program. • Elderly & disabled do not need to meet employment or income requirements, but must still be able to get their own mortgage loan. • This program is integral to lowering the foreclosure rate for low-income 1St time homebuyers, as should the buyer's income decrease, the Housing Authority can lower their portion of the mortgage payment accordingly. • Since its inception in 2003, WHA has assisted 35 participants to purchase a home through this program. We currently have 16 participants; of the 19 no longer on the program,16 still own, and live in, the home they purchased through Voucher Homeownership. • WHA uses its Section 8 Housing Assistance Payments from HUD for this program. It is not budgeted separately. ro. ,-;i T L a L BUE Family Self -Sufficiency (FSS) $20,000 • The Family Self -Sufficiency Program combines rental assistance, case management services, and the opportunity to earn an escrow account as wages increase. • There are approximately 30 Section 8 participants on this program at any given time. • The participant signs a 5 -year contract with WHA to become self-sufficient (over -income for the program). • During the 5 years, as earned income increases, WHA "saves" an amount equal to the increase in the tenant's rent portion each month since their contract signing. These funds are held in an escrow account for the tenant. • At the time of their graduation from the program, the tenant will be issued a check for all of the dollars in their escrow account. • There are no limitations on what the money may be used for, but previous participants have made a down payment on a home, purchased a vehicle, or paid off high -interest loans/credit cards. • Generally, between 2 and 4 participants become self-sufficient each year, with payouts ranging from as little as $500.00 to as much as $15,000. These funds are taken from the Housing Assistance Payments portion of the Section 8 Budget. +N A, T E R L, BUD F" Down Payment Program $50,000 • Each year WHA allocates $50,000 from its Administrative Fee Reserves for the down payment program. These are amounts earned prior to HUDs "cash accounting" system, which went into effect in the early 2000s. This account may be used for "housing -related activities", but WHA is required by HUD to keep at least 3-4 months of housing assistance payments in reserve, in the event of a federal government shutdown. • This program can assist first-time homebuyers with up to $3,500 toward their down payment. • Applicants' household income must be below 80% of median to qualify. • To date, this program has assisted 205 first-time homebuyers. VATERLOO B U D G E FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 283 Housing Programs DEPARTMENT: 13 Housing Authority ACTIVITY: 5450 Ridgeway Towers DEPARTMENT/ACTIVITY DESCRIPTION: Provide housing management services for 50 apartments including the budgeting, maintenance, capital improvements and grounds upkeep in compliance with local and federal regulations. These regulations include regulations on occupancy, fair housing, grievance procedures and termination of tenancy. Disabled individuals occupy five of the units. DEPARTMENT/ACTIVITY OBJECTIVES: To make the units readily available to the elderly and disabled, including wheelchair accessibility. To provide housing for applicants who are low -to -moderate income and over age 55 and over due to a HUD senior designation. The purpose of the program is to upgrade and increase the rental housing stock for the elderly and disabled in Waterloo. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Maintenance 1 1 1 1 TOTAL FULL-TIME EQUIVALENT POSITIONS 1 1 1 1 0 0 *AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 283 - Housing Programs REVENUE Department 13 - Housing Authority Activity 5450 - Ridgeway Towers Use Of Money & Property 283-13-5450 3613 Interest - Time Certificate 283-13-5450 3614 283-13-5450 3620 Interest - Savings Account Rent & Property Leases Use Of Money & Property Totals Federal Grants & Reimbursements 283-13-5450 3352 Federal HUD Grant Federal Grants & Reimbursements Totals Comments Account 3352 Level Additional Dept Needs Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional . Change from Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted 2,034.25 48.66 191,585.07 .00 332.37 194,776.45 .00 2,626.60 96,593.00 .00 .00 194,000.00 .00 .00 194,000.00 00 .00 194,000.00 .00 .00 194,000.00 .00 .00 .00 $193,667.98 $195,108.82 26,729.00 26,348.00 $99,219.60 $194,000.00 12,263.00 20,000.00 $194,000.00 20,000.00 $194,000.00 $194,000.00 20,000.00 24,000.00 0.00% 20.00 Charges for fees & Service 283-13-5450 3721 Service Charges 283-13-5450 3803 Laundry Revenue Charges for Fees & Service Totals Miscellaneous Revenue 283-13-5450 3800 283-13-5450 3871 Refunds 283-13-5450 3722 EXPENSE Department 13 - Activity 5450 Personal Services - 283-13-5450 1111 283-13-5450 1112 Miscellaneous Revenue Damage Claims Miscellaneous Revenue Totals Refunds Refunds Totals Activity 5450 - Ridgeway Towers Totals Department 13 - Housing Authority Totals REVENUE TOTALS Housing Authority - Ridgeway Towers Salaries & Benefits Salaries - Regular Salaries - Part-time $26,729.00 Comment Adjusted to more accurately reflect the level of operating subsidy received during the past 3 fiscal years. Actual subsidy for CY2016 approx. $25 000. $26,348.00 $12,263.00 $20,000.00 $20,000.00 $20,000.00 $24,000.00 .00 5,185.00 4,314.55 5,172.75 6,532.00 2,556.85 12,000.00 5,200.00 12,000.00 5,200,00 12,000.00 5,200.00 12,000.00 5,200.00 20.00% .00 .00 $5,185.00 .00 2,115.00 $9,487.30 68.00 33.00 $9,088.85 43.00 50.00 $17,200.00 .00 .00 $17,200.00 .00 .00 $17,200.00 .00 .00 $17,200.00 .00 .00 0.00% .00 .00 $2,115.00 .00 $101.00 2,241.82 $93.00 .00 $0.00 .00 $0.00 .00 $0.00 .00 $0.00 .00 +++ .00 $0.00 $2,241.82 $0.00 $0.00 $0.00 $0.00 $0.00 $227,696.98 $233,286.94 $120,664.45 $231,200.00 $231,200.00 $231,200.00 $235,200.00 1.73% $227,696.98 $233,286.94 $120,664.45 $231,200.00 $231,200.00 $231,200.00 $235,200.00 1.73% $227,696.98 41,327.52 .00 $233,286.94 $120,664.45 42,585.60 .00 19,305.52 .00 $231,200.00 $231,200.00 43,638.00 2,522.00 43,638.00 2,522.00 $231,200.00 $235,200.00 44,803.00 2,522.00 44,803.00 2,522.00 1.73% 2.66 .00 Run by James Slife on 02/07/2017 12:21:37 PM Page 1 of 4 Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 283 - Housing Programs EXPENSE Department 13 - Housing Authority Activity 5450 - Ridgeway Towers Personal Services - Salaries & Benefits 283-13-5450 1113 283-13-5450 1121 283-13-5450 1122 283-13-5450 1123 283-13-5450 1128 283-13-5450 1130 283-13-5450 1131 Longevity Pay FICA - City Contribution IPERS - City Contribution Life & Disability Insurance Retirement Pay Employee Benefit Reimbursement Health Insurance Personal Services - Salaries & Benefits Totals Comments Account Leve/ Comment 719.94 719.94 55.38 830.00 830.00 .00 .00 (100.00) 3,251.26 3,340.90 1,979.10 3,660.00 3,660.00 3,685.00 3,685.00 .68 3,754.92 3,867.10 1,728.95 4,196.00 4,196.00 4,226.00 4,226.00 .71 290.64 298.56 129.21 306.00 306.00 276.00 276.00 (9.80) .00 .00 6,021.26 .00 .00 .00 .00 .00 932.88 846.18 848.42 850.00 850.00 848.00 848.00 (.23) 6,996.00 6,996.00 6,567.00 6,990.00 6,990.00 16,980.00 16,980.00 142.91 $57,273.16 $58,654.28 $36,634.84 $62,992.00 $62,992.00 $73,340.00 $73,340.00 16.43% Contractual Services 283-13-5450 1311 283-13-5450 1313 283-13-5450 1314 283-13-5450 1317 283-13-5450 1344 283-13-5450 1346 283-13-5450 1351 283-13-5450 1371 283-13-5450 1390 283-13-5450 1391 283-13-5450 1392 283-13-5450 1400 Comments Account 1313 Accounting & Clerical Service Legal Services Health Services Audit Expense Telephone & Fax Expense Travel - Professional Training Advertising Expense Building & Grounds Maintenance Other Contractual Services Dues & Memberships Subscriptions Utility Service 2,590.00 2,385.00 1,245.00 3,000.00 3,000.00 3,000.00 3,000.00 .00 .00 .00 .00 160.00 160.00 160.00 150.00 (6.25) .00 .00 167.00 .00 .00 .00 .00 .00 423.00 309.00 .00 600.00 600.00 600.00 600.00 .00 2,029.87 2,068.53 1,010.75 2,300.00 2,300.00 2,300.00 2,100.00 (8.69) 1,465.67 4,014.37 957.20 4,000.00 4,000.00 4,000.00 4,000.00 .00 536.86 318.15 .00 600.00 600.00 600.00 600.00 .00 13,132.69 16,653.06 16,677.99 22,000.00 22,000.00 22,000.00 22,500.00 2.27 13,825.68 10,359.30 2,687.60 12,000.00 12,000.00 12,000.00 12,000.00 .00 1,225.00 1,225.00 .00 1,225.00 1,225.00 1,225.00 1,225.00 .00 573.00 470.39 79.62 300.00 300.00 300.00 300.00 .00 39,433.50 60,952.15 40,012.29 87,900.00 87,900.00 87,900.00 92,000.00 4.66 Contractual Services Totals Level Additional Dept Needs 1371 Additional Dept Needs 1400 Additional Dept Needs $75,235.27 $98,754.95 $62,837.45 $134,085.00 $134,085.00 $134,085.00 $138,475.00 3.27% Comment Although no amounts have been used in the recent past, It . is possible that tenants could request an informal hearing due to adverse actions by the Housing Authority. This amount would be used to pay our Hearing Officer. This amount has been increased to $22,500 due to the ever Increasing cost of maintenance supplies. This amount has beenincreased to $92,000. All utilities that we have been paying for: have seen Increased costs over the past year (we F. pay all utilities at Ridgeway Towers), and Mid -American Energy has stated they will be raising rates in the near future. The increase of $4 100 is based upon rate Increases through Mid -American Energy, and other possible increases through Waterloo Water Works Run by James Slife on 02/07/2017 12:21:38 PM Page 2 of 4 Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 283 - Housing Programs EXPENSE Department 13 - Housing Authority Activity 5450 - Ridgeway Towers Commodities 283-13-5450 1503 Bank Fees 283-13-5450 1520 Computer Software 283-13-5450 1560 Handicapped & Elderly Expense 283-13-5450 1561 Office Supplies & Minor Equipment 283-13-5450 1571 Machinery & Equipment Replacement Parts 283-13-5450 1579 Uniforms 283-13-5450 1710 Claims, Judgments & Contingencies Commodities Totals Comments Account Level 'Comment.: 1520 Additional Dept Needs This is 38% of expected Increase for HAPPY Software annual renewal. 1561 Additional Dept Needs This amount has been increased by $200 due to new staff re -organizing both office space, and the maintenance room.. 1710 Additional Dept Needs .This amount has been reduced in accordancewith the otherincreases above. It is hoped that fewerline-item amendments will be needed during this fiscal year. 1,744.63 153.46 5,261.00 4,725.00 2,783.52 2,890.26 998.12 3,215,82 .00 4,800.00 .00 99.75 .00 .00 21.03 2,000.00 2,000.00 2,000.00 2,000.00 .00 .00 5,000.00 5,000.00 5,000.00 5,700.00 14.00 1,091.49 4,000.00 4,000.00 4,000.00 4,000.00 .00 560.44 1,000.00 1,000.00 1,000.00 1,200.00 20.00 .00 .00 .00 .00 .00 .00 99.75 200.00 200.00 200.00 200.00 .00 .00 21,923.00 21,923.00 21,923.00 10,283.00 (53.09) $10,787.27 $15,884.29 $1,772.71 $34,123.00 $34,123.00 $34,123.00 $23,383.00 (31.47%) Capital Outlay 283-13-5450 2106 283-13-5450 2152 Computer Equipment 7,035.20 Building Improvements .00 .00 .00 .00 .00 .00 .00 .00 11,436.00 .00 .00 .00 .00 .00 .00 Capital Outlay Totals $7,035.20 Activity 5450 - Ridgeway Towers Totals Department 13 - Housing Authority Totals EXPENSE TOTALS Fund 283 - Housing Programs Totals REVENUE TOTALS EXPENSE TOTALS Fund 283 - Housing Programs Totals Net Grand Totals $11,436.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ $150,330.90 $184,729.52 $101,245.00 $231,200.00 $231,200.00 $241,548.00 $235,198.00 1.73% $150,330.90 $184,729.52 $101,245.00 $231,200.00 $231,200.00 $241,548.00 $235,198.00 1.73% $150,330.90 $184,729.52 $227,696.98 $233,286.94 $150,330.90 $184,729.52 $101,245.00 $231,200.00 $120,664.45 $231,200.00 $101,245.00 $231,200.00 $231,200.00 $241,548.00 $231,200.00 $231,200.00 $231,200.00 $241,548.00 $235,198.00 1.73% $235,200.00 1.730/0 $235,198.00 1.73% $77,366.08 $48,557.42 $19,419.45 $0.00 $0.00 ($10,348.00) $2.00 +++ Run by James Slife on 02/07/2017 12:21:38 PM Page 3 of 4 REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals Department Budget Worksheet Draft #1 Budget Year 2018 $227,696.98 $233,286.94 $150,330.90 $184,729.52 $120,664.45 $231,200.00 $101,245.00 $231,200.00 $231,200.00 $231,200.00 $231,200.00 $241,548.00 $235,200.00 1.73% $235,198.00 1.73% $77,366.08 $48,557.42 $19,419.45 $0.00 $0.00 ($10,348.00) $2.00 +++ Run by James Slife on 02/07/2017 12:21:38 PM Page 4 of 4 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 283 Housing Programs DEPARTMENT: 13 Housing Authority ACTIVITY: 5451 Capital Funds Program DEPARTMENT/ACTIVITY DESCRIPTION: The purpose of this funding is to improve Ridgeway Towers Public Housing Complex for such repairs as roofs, windows, lighting, showers/tubs, etc. DEPARTMENT/ACTIVITY OBJECTIVES: To provide capital equipment needs to the elderly and disabled tenants at Ridgeway Towers. To preserve the building and continue updating the equipment. To be proactive and take steps to identify potential needed repairs and hazards. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 *AT CURRENT FYE17 STAFFING LEVEL Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional °/o Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 283 - Housing Programs REVENUE Department 13 - Housing Authority Activity 5451 - Capital Funds Program Federal Grants & Reimbursements 283-13-5451 3352 Federal HUD Grant 9,409.00 46,878.00 .00 99,075.00 52,000.00 52,000.00 50,000.00 (3.84) Federal Grants & Reimbursements Totals $9,409.00 $46,878.00 $0.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 (3.85%) Comments Account Level Comment 3352 Additional Dept Needs This amount has been reduced to $50,000 to more accurately reflect the Capital Fund Formula Grants which have been received during the past 3 years. Activity 5451 - Capital Funds Program Totals Department 13 - Housing Authority Totals REVENUE TOTALS $9,409.00 $9,409.00 $9,409.00 $46,878.00 $46,878.00 $46,878.00 $0.00 $0.00 $0.00 $99,075.00 $99,075.00 $99,075.00 $52,000.00 $52,000.00 $52,000.00 $52,000.00 $52,000.00 $52,000.00 $50,000.00 $s0,000.00 $50,000.00 (3.85%) (3.85%) (3.85%) EXPENSE Department 13 - Housing Authority Activity 5451 - Capital Funds Program Personal Services - Salaries & Benefits 283-13-5451 1111 Salaries -Regular 9,409.00 9,278.00 .00 16,969.00 5,200.00 5,200.00 5,000.00 (3.84) Personal Services -Salaries &Benefits Totals $9,409.00 $9,278.00 $0.00 $16,969.00 $5,200.00 $5,200.00 $5,000.00 (3.65%) Comments Account Level Comment 1111 Additional Dept Needs As 20% of capital funds may be used for Operating Costs, 10% ($5,000) has been estimated for salaries, with the other 10% going to Line Item 1316 Administrative Allocation. Contractual Services 283-13-5451 1316 Administrative Allocation .00 .00 .00 5,200.00 5,200.00 5,200.00 5,000.00 (3.84) 283-13-5451 1382 Building Improvements .00 18,690.00 5,810.00 76,906.00 41,600.00 41,600.00 40,000.00 (3.84) Contractual Services Totals $0.00 $18,690.00 $5,810.00 $82,106.00 $46,800.00 $46,800.00 $45,000.00 (3.85%) Comments Account Level Comment 1382 Additional Dept Needs As always 80% of the Capital Fund budget ($40,000) will go toward Improvements/equipment for Ridgeway Towers. Activity 5451 - Capital Funds Program Totals Department 13 - Housing Authority Totals EXPENSE TOTALS Fund 283 - Housing Programs Totals REVENUE TOTALS EXPENSE TOTALS Fund 283 - Housing Programs Totals $9,409.00 $27,968.00 $5,810.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 $9,409.00 $27,968.00 $5,810.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 $9,409.00 $27,968.00 $5,810.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 (3.85%) (3.85%) (3.85%) $9,409.00 $46,878.00 $0.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 (3.85%) $9,409.00 $27,968.00 $5,810.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 (3.85%) $0.00 $18,910.00 ($5,810.00) $0.00 $0.00 $0.00 $0.00 +++ Run by James Slife on 01/30/2017 16:17:13 PM Page 1 of 2 Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals Department Budget Worksheet Draft #1 Budget Year 2018 $9,409.00 $46,878.00 $0.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 (3.85%) $9,409.00 $27,968.00 $5,810.00 $99,075.00 $52,000.00 $52,000.00 $50,000.00 (3.85%) $0.00 $18,910.00 ($5,810.00) $0.00 $0.00 $0.00 $0.00 +++ Run by lames Slife on 01/30/2017 16:17:13 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 283 Housing Programs DEPARTMENT: 13 Housing Authority ACTIVITY: 5452 Section 8 DEPARTMENT/ACTIVITY DESCRIPTION: The Waterloo Housing Authority administers the tenant based Section 8 Housing Choice Voucher Program with funding from the Department of Housing and Urban Development (HUD). The Section 8 program provides assistance to supplement the Housing Assistance payments for the tenants to the landlords, which is a portion of the rent. This program is designed for low-income families, the elderly, and the disabled who live in private rental units located within the City. DEPARTMENT/ACTIVITY OBJECTIVES: To supplement tenant payments to the Landlord. To stay within the Section 8 budget HUD has set for the Housing Authority. To submit monthly to HUD a Multi Tenant Characteristic System (MTCS) at or above 95% and to remain in line with the budget. To provide educational outreach to landlords and tenants that are utilizing the services of the Section 8 program. To provide educational outreach to prospective Section 8 participants/homeowners for the Section 8 homeownership voucher program. To complete all initial, annual, and complaint inspections in a timely fashion for MTCS required by HUD regulations. To ensure that each Section 8 unit is maintained in compliance with Housing Quality Standards to avoid sanctions by HUD. To adequately and economically utilize all of the funding available from HUD for the Housing Assistance Program (HAP). PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Director 1 1 1 1 Inspector/Maintenance Supervisor 1 1 1 1 Housing Coordinator 4 4 4 4 Bookkeeper 1 1 1 1 CPD Director 0.1 0.1 0.1 0.1 TOTAL FULL-TIME EQUIVALENT POSITIONS 7.1 7.1 7.1 7.1 0 0 *AT CURRENT FYE17 STAFFING LEVEL Dtpartment Budget Worksheet Graft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 283 - Housing Programs REVENUE Department 13 - Housing Authority Activity 5452 - Section 8 Use Of Money & Property 283-13-5452 3613 Interest - Time Certificate 29.47 .00 .00 .00 .00 .00 .00 .00 283-13-5452 3614 Interest - Savings Account Use Of Money & Property Totals 57.00 464.90 366.23 .00 .00 .00 AO .00 $86.47 $464.90 $366.23 $0.00 $0.00 $0.00 $0.00 +++ Federal Grants & Reimbursements 283-13-5452 3352 Federal HUD Grant 4,515,002.00 4,863,535.00 2,556,431.00 4,884,348.00 4,884,348.00 4,884,348.00 5,186,486.00 6.18 283-13-5452 3378 Portability Reimbursement 14,579.14 1,459.52 .00 .00 .00 .00 .00 .00 Federal Grants & Reimbursements Totals $4,529,581.14 $4,864,994.52 $2,556,431.00 $4,884,348.00 $4,884,348.00 $4,884,348.00 $5,186,486.00 6.19% Comments Account Level Comment 3352 Additional Dept Needs This amount has been increased to $5,186,486 based on anticipated lease -up of 1020 units of the 1056 authorized. HUD's budget authority will not cover 1056 units at an average per unit cost of $370/month. Through discussions with my Financial Analyst at the Kansas City HUD Office, it has been determined that 1020 units under lease would utilize 100% of our budget authority. This total amount of $5,186,486 also includes earned administrative fees for these units with an estimated proration of 80%. Charges for Fees & Service 283-13-5452 3869 283-13-5452 3870 Owner HAP Reimbursement Tenant HAP Reimbursement Charges for Fees & Service Totals 9,648.95 9,152.34 9,821.00 12,302.00 7,616.00 5,000.00 5,124.00 9,000.00 5,000.00 5,000.00 9,000.00 9,000.00 7,000.00 40.00 8,000.00 (11.11) $19,469.95 $21,454.34 $12,740.00 $14,000.00 $14,000.00 $14,000.00 $15,000.00 7.14% Comments Account Level Comment 3869 Additional Dept Needs This amount has been increased to $7,000 to more accurately reflect the level of owner HAP reimbursement during the past 3 years. 3870 Additional Dept Needs This amount has been decreased by $1,000 based on receipts -to -date for EYE 2017. Miscellaneous Revenue 283-13-5452 3800 Miscellaneous Revenue 5.42 Refunds 283-13-5452 3722 Refunds .00 14.50 .00 .00 .a0 .00 .00 Miscellaneous Revenue Totals $5.42 Refunds Totals Activity 5452 - Section 8 Totals Department 13 - Housing Authority Totals REVENUE TOTALS $4,549,142.98 $4,887,887.30 $2,569,551.73 $4,898,348.00 $4,898,348.00 $4,898,348.00 $5,201,486.00 6.19% EXPENSE Department 13 - Housing Authority $0.00 $14.50 $0.00 $0.00 $0.00 $0.00 +++ .00 973.54 .00 .00 .00 .00 .00 AO $0.00 $973.54 $0.00 $0.00 $0.00 $0.00 $0.00 +++ $4,549,142.98 $4,887,887.30 $2,569,551.73 $4,898,348.00 $4,898,348.00 $4,898,348.00 $5,201,486.00 6.19% $4,549,142.98 $4,887,887.30 $2,569,551.73 $4,898,348.00 $4,898,348.00 $4,898,348.00 $5,201,486.00 6.19% Run by James Slife on 01/30/2017 16:20:06 PM Page 1 of 3 Activity 5452 Personal Services - 283-13-5452 1111 283-13-5452 1112 283-13-5452 1113 283-13-5452 1121 283-13-5452 1122 283-13-5452 1123 283-13-5452 1128 283-13-5452 1130 283-13-5452 1131 - Section 8 Salaries R Benefits Salaries - Regular Salaries - Part-time Longevity Pay FICA - City Contribution IPERS - City Contribution Life & Disability Insurance Retirement Pay Employee Benefit Reimbursement Health Insurance Personal Services - Salaries & Benefits Totals Comments Account 1111 Level Additional Dept Needs Dp4artment Budget Worksheet Draft #1 Budget Year 2018 335,229.94 361,976.63 191,698.12 387,808.00 387,808.00 398,598.00 398,598.00 5,149.47 6,495.43 4,425.70 4,814.00 4,814.00 4,814.00 4,814.00 5,078.23 4,659.26 2,333.58 4,740.00 4,740.00 5,190.00 5,190.00 27,429.93 28,844.67 15,067.32 30,657.00 30,657.00 31,499.00 31,499.00 31,688.90 34,149.26 17,722.24 35,485.00 35,485.00 36,489.00 36,489.00 2,473.66 2,578.11 1,163.52 2,645.00 2,645.00 2,396.00 2,396.00 7,867.61 .00 .00 .00 .00 .00 .00 4,501.08 3,334.13 3,134.79 3,400.00 3,400.00 3,135.00 3,135.00 111,232.00 103,752.00 51,876.00 121,692.00 121,692.00 115,080.00 115,080.00 2.78 .00 9.49 2.74 2.82 (9.41) .00 (7.79) (5.43) $530,650.82 $545,789.49 $287,421.27 $591,241.00 $591,241.00 $597,201.00 $597,201.00 Comment As 20% of capital funds may be used for Operating Costs, 10% ($5,000) has been estimated for salaries, with the other 10% going to Line Item 1316 Administrative Allocation. Contractual Seivlces 283-13-5452 1301 Temp Agency Services 283-13-5452 1311 Accounting & Clerical Service 283-13-5452 1313 Legal Services 283-13-5452 1317 Audit Expense 283-13-5452 1343 Postage & Mailing Expense 283-13-5452 1344 Telephone & Fax Expense 283-13-5452 1346 Travel - Professional Training 283-13-5452 1351 Advertising Expense 283-13-5452 1371 Building & Grounds Maintenance 283-13-5452 1376 Office Equipment Repair & Maintenance 283-13-5452 1391 Dues & Memberships 283-13-54521392 Subscriptions Contractual Services Totals Commodities 283-13-5452 1503 283-13-5452 1520 283-13-5452 1533 283-13-5452 1547 283-13-5452 1561 Comments Account 1301 1317 1351 Level Additional Dept Needs Additional Dept Needs Additional Dept Needs 1,886.85 4,766.89 2,123.84 3,000.00 3,000.00 3,000.00 5,000.00 6,799.00 6,799.00 3,517.00 9,000.00 9,000.00 9,000.00 9,000.00 206.00 928.64 289.00 700.00 700.00 700.00 700.00 8,478.00 7,071.00 .00 11,000.00 11,000.00 11,000.00 10,000.00 7,427.98 6,641.70 3,403.96 7,500.00 7,500.00 7,500.00 7,500.00 318.62 323.21 179.01 500.00 500.00 500.00 500.00 4,949.30 4,573.58 7.52 4,000.00 4,000.00 4,000.00 4,000.00 .00 120.00 75.00 300.00 300.00 300.00 200.00 6,099.90 6,143.86 .00 7,000.00 7,000.00 7,000.00 7,000.00 2,466.42 3,085.43 1,184.56 2,700.00 2,700.00 2,700.00 2,700.00 515.89 479.00 175.00 600.00 600.00 600.00 600.00 699.74 796.67 702.12 800.00 800.00 800.00 800.00 1.01% 66.66 .00 .00 (9.09) .00 .00 .00 (33.33) .00 .00 .00 .00 $39,847.70 $41,728.98 $11,657.01 $47,100.00 $47,100.00 $47,100.00 $48,000.00 Comment This amount has been increased to $5,000 due to the increased need for services when our Administrative Secretary Is on vacation, etc. Our office is very busy, and we must have someone to answer the phone and greet people when they enter the building. This amount has been decreased to $10,000 to more accurately reflect costs during the past several years. This amount has decreased by $100 as we do not anticipate the need for updating brochures; simply copying costs. Bank Fees Computer Software Fuel Expense Oils & Greases Office Supplies & Minor Equipment 6,234.48 6,000.00 525.63 .00 6,175.88 440.68 7,659.00 1,140.60 .00 7,816.20 52.92 .00 753.90 17.00 1,653.85 5,000.00 8,000.00 2,000.00 .00 7,000.00 5,000.00 8,000.00 2,000.00 .00 7,000.00 5,000.00 8,000.00 2,000.00 .00 7,000.00 5,000.00 9,300.00 2,000.00 .00 7,000.00 1.91% .00 16.25 .00 .00 .00 Run by James Slife on 01/30/2017 16:20:06 PM Page 2 of 3 283-13-5452 1571 283-13-5452 1706 283-13-5452 1710 283-13-5452 1785 Dtpartment Budget Worksheet Craft #1 Budget Year 2018 Machinery & Equipment Replacement Parts 40.24 408.71 61.00 300.00 300.00 300.00 300.00 .00 Housing Assistance Payments 3,807,220.85 4,171,276.72 2,276,797.15 4,233,600.00 4,233,600.00 4,233,600.00 4,528,000.00 6.95 Claims, Judgments & Contingencies .00 .00 .00 4,107.00 4,107.00 4,107.00 4,400.00 7.13 Refund Payments 4,832.00 .00 .00 .00 .00 .00 .00 .00 Commodities Totals $3,831,029.08 $4,188,741.91 $2,279,335.82 $4,260,007.00 $4,260,007.00 $4,260,007.00 $4,556,000.00 6.95% Comments Account Level Comment 1520 Additional Dept Needs This is 68% of expected increase for Happy Software annual renewal. 1706 Additional Dept Needs Please see revenue line Item 3352 for an explanation of this increase. 1710 Additional Dept Needs This amount has been increased slightly to more accurately reflect the costs of Contractual Services and Commodities line items. It is hoped that fewer line -item amendments will be needed during this fiscal year. Capita/ Outlay 283-13-5452 2106 Computer Equipment Capital Outlay Totals Activity 5452 - Section 8 Totals Department 13 - Housing Authority Totals EXPENSE TOTALS 8,350.00 .00 .00 .00 .00 .00 .00 .00 $8,350.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ $4,409,877.60 $4,776,260.38 $2,578,414.10 $4,898,348.00 $4,898,348.00 $4,904,308.00 $5,201,201.00 6.18% $4,409,877.60 $4,776,260.38 $2,578,414.10 $4,898,348.00 $4,898,348.00 $4,904,308.00 $5,201,201.00 6.18% $4,409,877.60 $4,776,260.38 Fund 283 - Housing Programs Totals REVENUE TOTALS $4,549,142.98 $4,887,887.30 EXPENSE TOTALS $4,409,877.60 $4,776,260.38 Fund 283 - Housing Programs Totals Net Grand Totals REVENUE GRAND TOTALS $4,549,142.98 $4,887,887.30 $2,569,551.73 $4,898,348.00 $4,898,348.00 $4,898,348.00 $5,201,486.00 6.19% EXPENSE GRAND TOTALS $4,409,877.60 $4,776,260.38 $2,578,414.10 $4,898,348.00 $4,898,348.00 $4,904,308.00 $5,201,201.00 Net Grand Totals $139,265.38 $111,626.92 ($8,862.37) $0.00 $0.00 ($5,960.00) $285.00 6.18% +8% $2,578,414.10 $4,898,348.00 $4,898,348.00 $4,904,308.00 $5,201,201.00 6.18% $2,569,551.73 $4,898,348.00 $4,898,348.00 $4,898,348.00 $2,578,414.10 $4,898,348.00 $4,898,348.00 $4,904,308.00 $5,201,486.00 6.19% $5,201,201.00 6.18% $139,265.38 $111,626.92 ($8,862.37) $0.00 $0.00 ($5,960.00) $285.00 +++ Run by James Slife on 01/30/2017 16:20:07 PM Page 3 of 3 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 283 Housing Programs DEPARTMENT: 13 Housing Authority ACTIVITY: 5453 Family Self Sufficiency DEPARTMENT/ACTIVITY DESCRIPTION: The goal of our Family Self -Sufficiency (FSS) program is to assist families that are unemployed or underemployed to become self sufficient. We also assist low-income families in making the transition from public assistance to productive employment so they may become economically and socially independent through the coordination and delivery of existing community services. DEPARTMENT/ACTIVITY OBJECTIVES: To help tenants assess their present careers and achieve self-sufficiency. To increase the number of participants on the program to the maximum feasible. To promote the development of local strategies to coordinate the use of assistance under the Housing Choice Voucher Program. To promote the use of private and public resources to enable participating families to achieve economic independence and self-sufficiency. To assist tenants in obtaining an education. To promote homeownership and self-sufficiency. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 * AT CURRENT FYE17 STAFFING LEVEL Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional 0/0 Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 283 - Housing Programs REVENUE Department 13 - Housing Authority Activity 5453 - Family Self Sufficiency Other Financing Sources 283-13-5453 3000 Cash on Hand .00 .00 .00 20,000.00 20,000.00 20,000.00 20,000.00 .00 Other Financing sources Totals ;0.00 $0.00 30.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% Activity 5453 - Family Self Sufficiency Totals Department 13 - Housing Authority Totals REVENUE TOTALS EXPENSE Department 13 - Housing Authority Activity 5453 - Family Self Sufficiency Commodities 283-13-5453 1706 Housing Assistance Payments Commodities Totals Activity 5453 - Family Self Sufficiency Totals Department 13 - Housing Authority Totals EXPENSE TOTALS Fund 283 - Housing Programs Totals REVENUE TOTALS EXPENSE TOTALS Fund 283 - Housing Programs Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals $0.00 $0.00 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $0.00 $0.00 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $0.00 $0.00 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% 9,751.76 40,450.53 .00 20,000.00 20,000.00 20,000.00 20,000.00 .00 $9,751.76 $40,450.53 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $9,751.76 $40,450.53 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $9,751.76 $40,450.53 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $9,751.76 $40,450.53 $0.00 ;0.00 $9,751.76 $40,450.53 $0.00 $20,000.00 $0.00 $20,000.00 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $20,000.00 0.00% $20,000.00 0.00% ($9,751.76) ($40,450.53) $0.00 $0.00 $0.00 $9,751.76 $40,450.53 $0.00 $0.00 $0.00 $20,000.00 $0.00 $20,000.00 $0.00 $0.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 $20,000.00 0.00% $20,000.00 0.00% ($9,751.76) ($40,450.53) $0.00 ;0.00 $0.00 $0.00 $0.00 +++ Run by James Slife on 01/30/2017 16:18:40 PM Page 1 of 1 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 283 Housing Programs DEPARTMENT: 13 Housing Authority ACTIVITY: 5455 Down Payment Assistance DEPARTMENT/ACTIVITY DESCRIPTION: The Waterloo Housing Authority will provide $50,000 in funding from the Section 8 reserves for the down payment assistance program. The balance of the Section 8 reserves will be kept primarily for the Section 8 program to maintain staff for that program. The purpose of the down payment assistance program is to promote outreach efforts to increase homeownership opportunities for existing homes for first time homebuyers. This program has served over 300 participants. DEPARTMENT/ACTIVITY OBJECTIVES: To provide low- to moderate -income households who are under represented and least likely to purchase a home, the opportunity to apply for the benefit of homeownership within the jurisdiction of the Housing Authority. To fund approximately 10-15 homebuyers for FY17, depending on the Federal Budget. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 * AT CURRENT FYE17 STAFFING LEVEL Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 283 - Housing Programs REVENUE Department 13 - Housing Authority Activity 5455 - Down Payment Assistance Refunds 283-13-5455 3722 Refunds 1,007.00 .00 800.00 .00 .00 .00 .00 .00 Refunds Totals $1,007.00 Other Financing Sources 283-13-5455 3000 Cash on Hand .00 $0.00 $800.00 $0.00 $0.00 $0.00 $0.00 +++ .00 .00 50,000,00 50,000.00 50,000.00 50,000.00 .00 Other Financing Sources Totals $0.00 Activity 5455 - Down Payment Assistance Totals Department 13 - Housing Authority Totals REVENUE TOTALS EXPENSE Department 13 - Housing Authority Activity 5455 - Down Payment Assistance Contractual Services 283-13-5455 1393 Contributions & Subsidies Contractual Services Totals Activity 5455 - Down Payment Assistance Totals Department 13 - Housing Authority Totals EXPENSE TOTALS Fund 283 - Housing Programs Totals REVENUE TOTALS EXPENSE TOTALS Fund 283 - Housing Programs Totais Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals $0.00 $0.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 0.000/0 $1,007.00 $0.00 $800.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 0.00% $1,007.00 $0.00 $800.00 $50,000.00 $50,000.00 $50,000.00 $1,007.00 $0.00 $800.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 0.00% $50,000.00 0.00% 25,000.00 35,000.00 10,500.00 50,000.00 50,000.00 50,000.00 50,000.00 .00 $25,000.00 $35,000.00 $10,500.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 0.00% $25,000.00 $35,000.00 $10,500.00 $50,000.00 $50,000.00 $50,000.00 $25,000.00 $35,000.00 $10,500.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 0.00% $50,000.00 0.00% $25,000.00 $1,007.00 $25,000.00 $35,000.00 $10,500.00 $50,000.00 $0.00 $800.00 $50,000.00 $10,500.00 $50,000.00 $35,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 0.00% $50,000.00 0.00% $50,000.00 0.00% ($23,993.00) ($35,000.00) $1,007.00 $25,000.00 ($9,700.00) $0.00 $0.00 $800.00 $50,000.00 $10,500.00 $50,000.00 $35,000.00 $0.00 $0.00 $50,000.00 $50,000.00 $50,000.00 $50,000.00 $0.00 +++ $50,000.00 0.00% $50,000.00 0.00% ($23,993.00) ($35,000.00) ($9,700.00) $0.00 $0.00 $0.00 $0.00 +++ Run by lames Slife on 01/30/2017 16:18:00 PM Page 1 of 1 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 283 Housing Programs DEPARTMENT: 13 Housing Authority ACTIVITY: 5861 LHAP-Housing Pool DEPARTMENT/ACTIVITY DESCRIPTION: In an outreach effort to increase homeownership opportunities for non-traditional first time homebuyers, the funds in this activity may be used to construct new homes in areas where it's been determined have a need for affordable new construction. These funds may also be used to make monthly housing assistance payments to landlords under the Housing Choice Voucher Program in the event of a government shutdown. DEPARTMENT/ACTIVITY OBJECTIVES: To provide affordable homes for low income individuals in the city of Waterloo. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018* DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 *AT CURRENT FYE17 STAFFING LEVEL City of Waterloo, Community Development Mission Statement The mission of the Waterloo Community Development Board is to seek, through the administration of the Department of Housing and Urban Development Community Development Block Grant Program, other federally funded programs and other funding, the development of a viable community by assisting in the provision of decent, safe housing in a suitable living environment; expanded employment opportunities through economic development activities; to aid in the prevention or elimination of slum and blighted areas within the City; and to meet other urgent Community Development needs. Further, the Waterloo Community Development Board will coordinate with local officials and other agencies and funding sources to make the most of our resources. All such activities shall be intended primarily to benefit low- and moderate -income persons and families. V A, T E R L, BUD Timeline of allocation process Annual Action Plan submitted to HUD in May for approval to begin using funds July 1. November - application process begins. Comment period in March, and City Council Public Hearing in April. ,l T L elL Applications due by December 31. Public Hearings in January and February on funding applications. Duties and services to the public • Rehabilitation of single-family homes to eligible owners. • Emergency repairs program to assist homeowners with a furnace, water service, roof, etc. OF WATERLOO BUD Duties and services to the public • Provide ramps to homeowners so they can remain in their own home. • Assist Neighborhood Associations with activities and act as a liaison between the associations and public officials. OF WATERLOO B U D Duties and services to the public • Provide a down payment assistance program to first time homebuyers. • Provide grant opportunities to non-profit organizations that fit the scope of the funds. • Apply for additional grant funds. V A, T E R L, BUD F" Allocations of funds CDBG and HOME funds • Public Services Public Facilities • Owner Housing • Rental Assistance • Homeless Assistance Neighborhood Services CITY OF BUD Staff • Noel Anderson, Community Planning and Development Director • Rudy Jones, Director • Nancy Gulick, Coordinator • Mark Boesen, Rehabilitation Manager • Matt Chesmore and Jon Martin, Rehabilitation Specialists T E R L, B U D Staff • Danielle Rohret, Project Specialist • Anita Merfeld, Administrative Secretary • Felicia Smith-NaIIs, Neighborhood Services Coordinator F V A, T E R L, B U D Accomplishments in 2016 • Completed rehabilitation on 24 homes. • Provided Emergency Repair assistance to 34 homes including roofs, furnaces, and water service lines. • Constructed 4 handicap ramps. • Provided funds for playground equipment at Gates Park. 14M' OF WATERLOO B U D G E Accomplishments in 2016 • Provided funds to Iowa Heartland Habitat for Humanity for 2 new construction homes. • Continued our Consortium Agreement with Cedar Falls. They assisted 6 households through the Consortium. • Provided funds for 102 persons to have access to debt counseling. V A, T E R L, BUD F" Accomplishments in 2016 • Provided funds for 124 persons to have access to a homeless shelter. • Assisted over 3,000 persons through Neighborhood Services. • Assisted with a project for access to the swimming pool. VATERLOO BUE: Accomplishments in 2016 • Managed the funds used on a new multi- family housing complex with a State of Iowa allocation. • Removed asbestos in 13 structures to prepare for demolition. • Staff participation in the Local Housing Trust Fund Board and the Homeless Board. • Participated in the annual Point -in -Time Homeless Survey VTLLOOBUD F" Accomplishments in 2016 • Completed a new construction home and a rehabilitated home using NSP3 funds. New Construction Rehabilitation wx r OF WATERLOO BUD F' Accomplishments in 2016 • Provided Tenant Based Rental Assistance to 20 households. • Provided funds to assist clients with clothes and transportation after exiting a residential facility. N A, T E R L, BUD F" Accomplishments in 2016 Owner -occupied housing rehabilitation program -before and after Before After OF.. --WATERLOO BUDGIT Accomplishments in 2016 Completed rehabilitation on a donated home for sale to eligible buyer After OF WATERLOO B U D E Neighborhood Associations CITY F ' '` L, BUD^ Goals for Fiscal Year 2018 • Continue to rehabilitate owner occupied homes. • Continue Emergency Repairs program. • Apply for HUD Lead Grant. • Apply for Waterloo Housing Trust Fund monies. • Continue to assist low -moderate citizens. VTERLOOBU Overview of fiscal year 2018 budget request • Block Grant funds are an annual award from Housing and Urban Development (HUD). We are awarded these funds based on population and number of low income persons residing in Waterloo. • HOME funds are also an annual award to be used only for housing assistance. • These funds must be used in a timeframe determined by HUD. VTLLOO13 U Overview of fiscal year 2018 budget request • There is generally a small carryover of funds from the previous fiscal year that is allocated to the various new projects. • If funds are not spent in a timely manner, HUD can reclaim them. • Our City budget is based on the annual funding that we will receive. • No general fund taxes are utilized by this department. VTLLOOBUD F" History of funding-CDBG 2016 $1,128,646 2015 $1,172,916 2014 $1,190,399 2013 $1,122,745 2012 $1,261,900 2011 $1,507,033 2010 $1,388,080 I T E R L, B U D History of Funding -HOME 2016 $377,585 2015 $452,123 2014 $435,368 2013 $471,902 2012 $592,287 2011 $673,556 2010 $675,874 CITY OF ' 0 1. 0 BUD FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 224 Comm Develop Block Grant DEPARTMENT: 32 Community Development ACTIVITY: 5850 Block Grant Administration DEPARTMENT/ACTIVITY DESCRIPTION: The Community Development Board, on behalf of the City, applies for and administers various Federal and State Programs. The primary source of funding is the Community Development Block Grant Program. The objective of this program is the development of a viable City by providing decent housing and a suitable environment, as well as expanding economic opportunities, principally for low -and moderate -income persons. The other major source of funds are HOME funds which are designated for housing only. DEPARTMENT/ACTIVITY OBJECTIVES: Assist in the revitalization of targeted neighborhoods using a wide range of activities. Rehabilitate owner -occupied housing units to a standard that is decent, safe and sanitary. Improve neighborhood parks located in low-income neighborhoods. Administer contract compliance on behalf of the entire City. Clear approximately 25 vacant, dilapidated structures. Service loans made using Community Development Block Grant funds. Seek other federal funding sources on behalf of the City and administer those programs. Assist public service agencies which provide services for the City's low-income residents. Provide funding for public facilities and improvements in low- to moderate -income census tracts. Develop the City's Consolidated Plan for housing and non -housing needs. Assist non-profit organizations in developing housing opportunities for low- and moderate -income persons. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018* DEPT REQUEST FYE2018 CERTIFIED FYE2018 Director 1 1 1 1 Coordinator ** 0.9 0.6 0.6 0.6 Rehab Services Manager 0.2 1 1 0.7 Contracts & Grants Coordinator 1 1 1 0 Secretary 1 1 1 1 Bookkeeper 0.2 1 1 0 Rehab Specialist 1 2 2 2 Project Specialist 1 1 1 1 CPD Director 0.1 0.1 0.1 0.1 TOTAL FULL-TIME EQUIVALENT POSITIONS 6.4 8.7 8.7 6.4 0 0 * AT CURRENT FYE17 STAFFING LEVEL ** 40% of this position budgeted under the Block Grant Home -Federal activity as of FY2016 D..partment Budget Worksheet Li aft # 1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount Thur 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 224 - Community Develop Block Grant REVENUE Department 32 - Community Development Activity 5850 - Block Grant Administration Federal Grants & Reimbursements 224-32-5850 3350 Federal Grant 1,035,721.20 1,355,747.49 704,084.58 1,813,777.00 1,813,777.00 1,813,777.00 1,777,013.00 (2.02) Federal Grants & Reimbursements Totals $1,035,721.20 $1,355,747.49 $704,084.58 $1,813,777.00 $1,813,777.00 $1,813,777.00 $1,777,013.00 (2.03%) Charges for Fees & Service 224-32-5850 3380 Program Income 811.32 9,070.95 4,316.82 5,000.00 5,000.00 5,000.00 5,000.00 .00 224-32-5850 3381 Personal Rehabilitation Funds 15,332.45 19,424.00 18,069.04 10,000.00 10,000.00 10,000.00 10,000.00 .00 224-32-5850 3630 Plans & Specifications Fees 30.00 60.00 .00 .00 .00 .00 .00 .00 224-32-5850 3721 Service Charges 357.00 7.75 3.75 .00 .00 .00 .00 .00 224-32-5850 3873 Reimbursement for Service 8,700.00 .00 600.00 .00 .00 .00 600.00 .00 Charges for Fees & Service Totals $25,230.77 $28,562.70 $22,989.61 $15,000.00 $15,000.00 $15,000.00 $15,600.00 4.00% Refunds 224-32-5850 3722 Refunds Refunds Totals Activity 5850 - Block Grant Administration Totals Department 32 - Community Development Totals REVENUE TOTALS 925.00 27,083.00 5,525.00 .00 .00 .00 5,000.00 .00 $925.00 $27,083.00 $5,525.00 $0.00 $0.00 $0.00 $5,000.00 +++ $1,061,876.97 $1,061,876.97 $1,061,876.97 $1,411,393.19 $1,411,393.19 $1,411,393.19 $732,599.19 $732,599.19 $732,599.19 $1,828,777.00 $1,828,777.00 $1,828,777.00 $1,828,777.00 $1,828,777.00 $1,828,777,00 $1,828,777.00 $1,828,777.00 $1,828,777.00 $1,797,613.00 $1,797,613.00 $1,797,613.00 (1.70%) (1.70%) (1.70%) EXPENSE Department 32 - Community Development Activity 5850 - Block Grant Administration Personal Services - Salaries & Benefits 224-32-5850 1111 Salaries - Regular 239,650.09 294,063.68 159,131.15 483,648.00 483,648.00 374,733.00 374,733.00 (22.51) 224-32-5850 1113 Longevity Pay 3,275.19 3,586.60 1,853.49 4,660.00 4,660.00 4,648.00 4,648.00 (.25) 224-32-5850 1114 Time & Half Pay .00 .00 .45 .00 .00 .00 .00 .00 224-32-5850 1121 FICA - City Contribution 18,534.43 23,266.14 12,378.32 37,712.00 37,712.00 29,267.00 29,267.00 (22.39) 224-32-5850 1122 IPERS- City Contribution 21,695.72 26,580.31 14,376.11 43,605.00 43,605.00 33,878.00 33,878.00 (22.30) 224-32-5850 1123 Life & Disability Insurance 2,478.36 2,368.96 1,147.36 3,371.00 3,371.00 2,273.00 2,273.00 (32.57) 224-32-5850 1128 Retirement Pay .00 6,466.68 .00 .00 .00 .00 .00 .00 224-32-5850 1130 Employee Benefit Reimbursement 3,628.97 4,601.32 3,200.51 4,650.00 4,650.00 3,201.00 3,201.00 (31.16) 224-32-5850 1131 Health Insurance 89,298.00 84,586.88 39,491.64 125,682.00 125,682.00 74,340.00 74,340.00 (40.85) Personal Services - Salades & Benefits Totals $378,560.76 $445,520.57 $231,579.03 $703,328.00 $703,328.00 $522,340.00 $522,340.00 (25.73%) Comments Account Level Comment Run by Michelle Weidner on 02/13/2017 13:56:26 PM Page 1 of 3 D.:partment Budget Worksheet Lraft # 1 Budget Year 2018 2015 Actual2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount Thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 224 - Community Develop Block Grant EXPENSE Department 32 - Community Development Activity 5850 - Block Grant Administration Contractual Setvices 224-32-58501301 Temp Agency Services 30,752.20 32,736.40 15,574.32 35,000.00 .00 72,341.00 72,341.00 .00 224-32-5850 1313 Legal Services 888.75 616.00 437.00 1,000.00 1,000.00 1,000.00 1,000.00 .00 224-32-5850 1317 Audit Expense 3,420.00 1,809.00 .00 6,000.00 6,000.00 6,000.00 6,000.00 .00 224-32-5850 1319 Other Professional Services .00 .00 .00 .00 .00 77,483.00 77,483.00 .00 224-32-5850 1327 Residential Rehabilitation 439,161.00 530,889.98 294,474.00 572,449.00 682,449.00 682,449.00 707,449.00 3.66 224-32-5850 1342 Local Transportation .00 .00 .00 100.00 100.00 100.00 100.00 .00 224-32-5850 1343 Postage & Mailing Expense 1,369.75 1,228.23 588.07 2,000.00 2,000.00 2,000.00 2,000.00 .00 224-32-5850 1394 Telephone & Fax Expense 985.83 969.68 572.88 1,500.00 1,500.00 1,500.00 1,500.00 .00 224-32-5850 1346 Travel - Professional Training 5,631.92 5,413.32 2,875.69 7,000.00 7,000.00 7,000.00 7,000.00 .00 224-32-5850 1351 Advertising Expense 1,448.81 751.93 22.09 4,000.00 4,000.00 4,000.00 4,000.00 .00 224-32-5850 1371 Building & Grounds Maintenance 5,360.40 5,998.91 .00 6,700.00 6,700.00 6,700.00 6,700.00 .00 224-32-5850 1375 Automotive Equip Repair & Maintenance 23.90 23.90 .00 200.00 200.00 200.00 200.00 .00 224-32-5850 1376 Office Equipment Repair & Maintenance .00 .00 .00 500.00 500.00 500.00 500.00 .00 224-32-5850 1379 Interim Assistance 124,751.78 186,962.95 106,075.00 150,000.00 150,000.00 150,000.00 150,000.00 .00 224-32-5850 1391 Dues & Memberships 952.00 515.00 470.00 1,000.00 1,000.00 1,000.00 1,000.00 .00 224-32-5850 1392 Subscriptions 266.20 277.72 155.32 1,000.00 1,000.00 1,000.00 1,000.00 .00 224-32-5850 1393 Contributions & Subsidies 100,447.99 49,322.71 40,975.14 150,000.00 150,000.00 150,000.00 150,000.00 .00 224-32-58501396 Property Demolition 1,847.50 21,435.00 68,985.00 125,000.00 50,000.00 50,000.00 75,000.00 50.00 Contractual Services Totals $717,308.03 $838,950.73 $531,204.51 $1,063,449.00 $1,063,449.00 $1,213,273.00 $1,263,273.00 18.79% Comments Account Leve/ Comment Commodities 224-32-5850 1516 Minor Computer Equipment .00 .00 .00 1,000.00 1,000.00 1,000.00 1,000.00 .00 224-32-5850 1520 Computer Software 316.67 1,178.21 1,125.00 2,000,00 2,000.00 2,000.00 2,000.00 .00 224-32-5850 1533 Fuel Expense 208.25 178.81 81.70 500.00 500.00 500.00 500.00 .00 224-32-5850 1547 Oils & Greases .00 .00 .00 100.00 100.00 100.00 100.00 .00 224-32-5850 1561 Office Supplies & Minor Equipment 7,119.15 7,097.62 2,599.55 8,000.00 8,000.00 8,000.00 8,000.00 .00 224-32-5850 1569 Vehicle Replacement Parts .00 .00 .00 200.00 200.00 200.00 200.00 .00 224-32-58501571 Machinery & Equipment Replacement Parts .00 .00 .00 200.00 200.00 200.00 200.00 .00 Commodities Tota/s 57,649.07 $8,454.64 $3,806.25 $12,000.00 $12,000.00 $12,000.00 $12,000.00 0.00% Capita/ Outlay 224-32-5850 2151 Building Construction .00 77,181.10 .00 50,000.00 50,000.00 50,000.00 .00 (100.00) Capital Outlay Totals $0.00 $77,181.10 $0.00 $50,000.00 $50,000.00 $50,000.00 $0.00 (100.00%) Run by Michelle Weidner on 02/13/2017 13:56:26 PM Page 2 of 3 G/L Account Account Description Fund 224 - Community Develop Block Grant EXPENSE Department 32 - Community Development Activity 5850 - Block Grant Administration Totals Department 32 - Community Development Totals 2015 Actual Amount D..partment Budget Worksheet Daft # 1 Budget Year 2018 2016 Actual 2017 Actual Amt Amount Thru 12/31/16 2017 Amended 2017 Adopted 2018 Additional % Change from Budget Budget 2018 Base Level Dept Needs 2017 Adopted $1,103,512.86 $1,370,107.04 $766,589.79 $1,828,777,00 $1,828,777.00 $1,797,613.00 $1,797,613.00 (1.70%) $1,103,512.86 $1,370,107.04 $766,589.79 $1,828,777.00 $1,828,777.00 $1,797,613.00 $1,797,613.00 EXPENSE TOTALS $1,103,512.86 $1,370,107,04 $766,589.79 $1,828,777.00 $1,828,777,00 $1,797,613.00 $1,797,613.00 (1.70%) (1.70%) Fund 224 - Community Develop Block Grant Totals REVENUE TOTALS $1,061,876.97 $1,411,393.19 $732,599.19 $1,828,777.00 $1,828,777.00 $1,828,777.00 $1,797,613.00 (1.70%) EXPENSE TOTALS $1,103,512.86 $1,370,107.04 $766,589.79 $1,828,777.00 $1,828,777.00 $1,797,613.00 $1,797,613.00 (1.70%) Fund 224- Community Develop Block Grant Totals ($41,635.89) $41,286.15 ($33,990.60) $0.00 $0.00 $31,164.00 $0.00 +++ Net Grand Totals REVENUE GRAND TOTALS $1,061,876.97 $1,411,393.19 $732,599.19 $1,828,777.00 $1,828,777.00 $1,828,777.00 $1,797,613.00 (1.70%) EXPENSE GRAND TOTALS $1,103,512.86 $1,370,107.04 $766,589.79 $1,828,777.00 $1,828,777.00 $1,797,613.00 $1,797,613.00 (1.70%) Net Grand Totals ($41,635.89) $41,286.15 ($33,990.60) $0.00 $0.00 $31,164.00 $0.00 ++4- Run ++ Run by Michelle Weidner on 02/13/2017 13:56:26 PM Page 3 of 3 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 224 Comm Develop Block Grant DEPARTMENT: 32 Community Development ACTIVITY: 5854 New Construction DEPARTMENT/ACTIVITY DESCRIPTION: The Community Development Board, on behalf of the City, applies for and administers various Federal and State Programs. The source of funding for this program is through the Iowa Economic Development Authority using Supplemental CDBG funds allocated as a result of the disasters of 2008. The remaining funds for this activity are for a multi -family housing project. DEPARTMENT/ACTIVITY OBJECTIVES: Monitor and administer the Multi -Family project by providing reimbursement funding. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 *AT CURRENT FYE17 STAFFING LEVEL FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 224 Comm Develop Block Grant DEPARTMENT: 32 Community Development ACTIVITY: 5870 Block Grant Home -Federal DEPARTMENT/ACTIVITY DESCRIPTION: The Community Development Board, on behalf of the City, applies for and administers various Federal and State Programs. The objective of this program is the development of a viable City by providing decent housing and a suitable environment for low- and moderate -income persons. DEPARTMENT/ACTIVITY OBJECTIVES: Assist in the revitalization of targeted neighborhoods using a wide range of activities. Provide about 40 home ownership opportunities to low- and moderate -income persons through programs such as: 1.) new housing construction; 2.) down -payment assistance; and 3.) rehabilitation of owner -occupied homes for low- and moderate -income persons. Assist Community Housing Development Organizations in providing housing opportunities for low-income persons. Assist non-profit organizations in developing housing opportunities for low-income persons. Assist for-profit organizations in developing housing opportunities for low-income persons. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Coordinator 0 0.4 0.4 0.4 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0.4 0.4 0.4 0 0 *AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 224 - Community Develop Block Grant REVENUE Department 32 - Community Development Activity 5870 - Block Grant Home -Federal Federal Grants & Reimbursements 224-32-5870 3350 Federal Grant Federal Grants & Reimbursements Totals Charges for Fees & Service 224-32-5870 3380 Program Income 224-32-5870 3381 Personal Rehabilitation Funds Charges for Fees & Service Totals Refunds 224-32-5870 3722 Refunds Refunds Totals Activity 5870 - Block Grant Home -Federal Totals Department 32 - Community Development Totals REVENUE TOTALS EXPENSE Department 32 - Community Development Activity 5870 - Block Grant Home -Federal Personal Services - Salaries & Benefits 224-32-5870 1111 Salaries - Regular 224-32-5870 1113 224-32-5870 1121 224-32-5870 1122 224-32-5870 1123 224-32-5870 1131 Contractual Services 224-32-5870 1310 224-32-5870 1313 224-32-5870 1327 224-32-5870 1346 224-32-5870 1351 224-32-5870 1371 Longevity Pay FICA - City Contribution IPERS - City Contribution Life & Disability Insurance Health Insurance Personal Services - Salaries & Benefits Totals Professional Services Legal Services Residential Rehabilitation Travel - Professional Training Advertising Expense Building & Grounds Maintenance 2015 Actual Amount 577,248.02 Department Budget Worksheet Draft #1 Budget Year 2018 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted 478,551.24 243,722.74 700,000.00 700,000.00 700,000.00 600,000.00 (14.28) $577,248.02 $478,551.24 18,746.36 1,952.00 51,551.68 16,046.64 $243,722.74 3,500.00 .00 $700,000.00 $700,000.00 13,000.00 .00 13,000.00 .00 $700,000.00 $600,000.00 13,000,00 .00 13,000.00 .00 (14.29%) .00 .00 $20,698.36 7,972.50 $67,598.32 13,625.22 $3,500.00 3,159.76 $13,000.00 4,000.00 $13,000.00 4,000.00 $13,000.00 4,000.00 $13,000.00 4,000.00 0.000/0 .00 $7,972.50 $13,625.22 $3,159.76 $4,000.00 $4,000.00 $4,000.00 $4,000.00 0.00% $605,918.88 $605,918.88 $605,918.88 $559,774.78 $559,774.78 $559,774.78 $250,382.50 $250,382.50 $250,382.50 46,005.21 55,627.30 24,517.15 714.87 987.76 443.01 3,519.87 4,274.53 1,886.54 4,172.44 5,055.72 2,228.87 232.80 239.76 108.24 3,498.00 3,498.00 1,749.00 $717,000.00 $717,000.00 $717,000.00 30,000.00 600.00 2,341.00 2,733.00 160.00 3,000.00 $717,000.00 $717,000.00 $717,000.00 30,000.00 600.00 2,341.00 2,733.00 160.00 3,000.00 $717,000.00 $717,000.00 $717,000.00 30,000.00 600.00 2,341.00 2,733.00 160.00 3,000.00 $617,000.00 $617,000.00 $617,000.00 30,000.00 600.00 2,341.00 2,733.00 160.00 3,000.00 (13.95%) (13.95%) (13.95%) .00 .00 .00 .00 .00 .00 $58,143.19 $69,683.07 $30,932.81 .00 1,066.50 344,086.00 884.45 .00 595.59 .00 831.59 288,670.29 1,178.41 .00 .00 .00 180.00 178,498.86 500.00 .00 .00 $38,834.00 .00 1,000.00 552,666.00 3,000.00 500.00 .00 $38,834.00 $38,834.00 .00 .00 1,000.00 1,000.00 552,666.00 552,666.00 3,000.00 3,000.00 500.00 500.00 .00 .00 $38,834.00 500.00 1,000,00 461,666.00 3,000.00 1,000.00 .00 0.00% .00 .00 (16.46) .00 100.00 .00 Run by lames Slife on 01/30/2017 15:57:30 PM - Page 1 of 2 G/L Account Account Description Fund 224 - Community Develop Block Grant EXPENSE Department 32 - Community Development Activity 5870 - Block Grant Home -Federal Contractual Services 224-32-5870 1393 Contributions & Subsidies Contractual Services Totals Commodities 224-32-5870 1520 224-32-5870 1561 224-32-5870 1706 224-32-5870 1785 Computer Software Office Supplies & Minor Equipment Housing Assistance Payments Refund Payments Commodities Totals Activity 5870 - Block Grant Home -Federal Totals Department 32 - Community Development Totals EXPENSE TOTALS Fund 224 - Community Develop Block Grant Totals REVENUE TOTALS EXPENSE TOTALS Fund 224 - Community Develop Block Grant Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals 2015 Actual Amount Department Budget Worksheet Draft #1 Budget Year 2018 2016 Actual 2017 Actual Amt Amount thru 12/31/16 2017 Amended 2017 Adopted 2018 Additional % Change from Budget Budget 2018 Base Level Dept Needs 2017 Adopted 190,199.31 172,072.00 48,622.70 100,000.00 100,000.00 100,000.00 100,000.00 .00 $536,831.85 .00 500.00 7,000.00 6,000.00 $462,752.29 $227,801.56 875.00 .00 12,032.00 .00 625.00 .00 4,351.00 .00 $657,166.00 $657,166.00 1,000.00 .00 20,000.00 .00 1,000.00 .00 20,000.00 .00 $657,166.00 $567,166.00 1,000.00 .00 20,000.00 .00 1,000,00 .00 10,000.00 .00 (13.70%) .00 .00 (50.00) .00 $13,500.00 $12,907.00 $4,976.00 $21,000.00 $21,000.00 $21,000.00 $11,000.00 (47.62%) $608,475.04 $608,475.04 $608,475.04 $605,918.88 $608,475.04 ($2,556.16) $605,918.88 $608,475.04 ($2,556.16) $545,342.36 $545,342.36 $545,342.36 $559,774.78 $545,342.36 $14,432.42 $559,774.78 $545,342.36 $263,710.37 $263,710.37 $263,710.37 $250,382.50 $263,710.37 ($13,327.87) $717,000.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $0.00 $250,382.50 $717,000.00 $263,710.37 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $0.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $717,000.00 $0.00 $617,000.00 $617,000.00 $617,000.00 $617,000.00 $617,000.00 $0.00 $717,000.00 $617,000.00 $717,000.00 $617,000.00 (13,95%) (13.95%) (13.95%) (13.95%) (13.95%) ++1- $605,918.88 ++ (13.95%) (13.95%) $14,432.42 ($13,327.87) $0.00 $0.00 $0.00 $0.00 +++ Run by lames Slife on 01/30/2017 15:57:30 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 224 Comm Develop Block Grant DEPARTMENT: 32 Community Development ACTIVITY: 6800 Neighborhood Services DEPARTMENT/ACTIVITY DESCRIPTION: As part of the RENEW Waterloo Initiative, Neighborhood Services' mission is to improve the quality of life in Waterloo by supporting and enabling neighborhood associations to initiate and maintain improvements in the city's neighborhoods through a proactive partnership of government commitment and civic responsibility. Our overall goal is to enable Waterloo residents to continue making our neighborhoods better places to live, and help promote a working relationship with the City of Waterloo. DEPARTMENT/ACTIVITY OBJECTIVES: Empowerment: The empowerment of neighborhood associations through their involvement with local government, faith based organizations, non -profits and for-profit businesses Education: Increased community education of events and development through scheduled radio programs, designated newspaper articles, newsletters, recognized neighborhood/public forums, and participation in individual Neighborhood Association meetings and website development. Our primary partners in this endeavor include but are not limited to: Waterloo Housing Partnership, University of Northern Iowa, First Judicial District, Iowa State Extension -4H, Waterloo Neighborhood Coalition, 31 recognized Neighborhood Associations, Cedar Valley Promise, Jesse Cosby Center, American Red Cross and Community Foundation. Networking: Community building through the development of "social capital" that encourages interaction, asset mapping and the building of strong communities. Through these endeavors, low to moderate income neighborhoods will be provided with enabling services that will improve their overall "Quality of Life." PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Coordinator 1 1 1 1 TOTAL FULL-TIME EQUIVALENT POSITIONS 1 1 1 1 0 0 *AT CURRENT FYE17 STAFFING LEVEL D`tpartment Budget Worksheet DI aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 224 - Community Develop Block Grant REVENUE Department 32- Community Development Activity 6800 - Neighborhood Services Federal Grants & Reimbursements 224-32-6800 3350 Federal Grant 76,423.70 45,827.94 11,391.03 87,443.00 87,443.00 87,443.00 87,443.00 .00 Federal Grants& Reimbursements Totals $76,423.70 $45,827.94 $11,391.03 $87,443.00 $87,443.00 $87,443.00 $87,443.00 0.00% Charges for Fees & Service 224-32-6800 3873 Reimbursement for Service Charges for Fees & Service Totals Activity 6800 - Neighborhood Services Totals Department 32 - Community Development Totals REVENUE TOTALS 36.50 .00 .00 .00 .00 .00 .00 .00 $36.50 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ $76,460.20 $45,827.94 $11,391.03 $87,443.00 $87,443.00 $87,443.00 $87,443.00 0.00% $76,460.20 $45,827.94 $11,391.03 $87,443.00 $87,443.00 $87,443.00 $87,443.00 0.00% $76,460.20 $45,827.94 $11,391.03 $87,443.00 $87,443.00 $87,443.00 $87,443.00 0.00% EXPENSE Department 32 - Community Development Activity 6800 - Neighborhood Services Personal Services - Salaries & Benefits 224-32-6800 1111 Salaries - Regular 58,332.18 28,395.31 7,865.06 66,290.00 66,290.00 68,037.00 68,037.00 2.63 224-32-6800 1113 Longevity Pay 780.69 384.53 122.52 960.00 960.00 960.00 960.00 .00 224-32-6800 1121 FICA - City Contribution 4,529.71 2,185.38 598.78 5,183.00 5,183.00 5,278.00 5,278.00 1.83 224-32-68001122 IPERS - City Contribution 5,278.88 2,570.08 594.87 6,005.00 6,005.00 6,161.00 6,161.00 2,59 224-32-6800 1123 Life & Disability Insurance 439.08 452.64 204.42 465.00 465.00 420.00 420.00 (9.67) 224-32-6800 1130 Employee Benefit Reimbursement 486.77 .00 .00 500.00 500,00 .00 .00 (100.00) 224-32-6800 1131 Health Insurance 6,996.00 6,996.00 3,498.00 6,990.00 6,990.00 6,600.00 6,600.00 (5.57) Personal Services -Salaries & Benefits Totals $76,843,31 $40,983.94 $12,883.65 $86,393.00 $86,393.00 $87,456.00 $87,456.00 1.23% Comments Account Leve/ Comment Contractual Services 224-32-6800 1343 Postage & Mailing Expense .00 .75 7.39 50.00 50.00 50.00 50.00 .00 224-32-6800 1371 Building & Grounds Maintenance 589.53 593.78 .00 .00 .00 .00 .00 .00 Contractual Services Totals $589.53 $594.53 $7.39 $50.00 $50.00 $50.00 $50.00 0.00% Commodities 224-32-6800 1561 Office Supplies & Minor Equipment Commodities Totals Activity 6800 - Neighborhood Services Totals Department 32 - Community Development Totals 635.49 989.86 105.29 1,000.00 1,000.00 1,000.00 1,000.00 .00 $635.49 $989.86 $105.29 $1,000.00 $1,000.00 $1,000.00 $1,000.00 0.000/0 $78,068.33 $42,568.33 $12,996.33 $87,443.00 $87,443.00 $88,506.00 $88,506.00 1.22% $78,068.33 $42,568.33 $12,996.33 $87,443.00 $87,443.00 $88,506.00 $88,506.00 1.22% Run by James Slife on 01/30/2017 16:26:57 PM Page 1 of 2 Dtpartment Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional / Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 224 - Community Develop Block Grant EXPENSE TOTALS $78,068.33 $42,568.33 $12,996.33 $87,443.00 $87,443.00 $88,506.00 $88,506.00 1.22% Fund 224 - Community Develop Block Grant Totals REVENUE TOTALS EXPENSE TOTALS Fund 224 - Community Develop Block Grant Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals $76,460.20 $78,068.33 $45,827.94 $42,568.33 $11,391.03 $87,443.00 $12,996.33 $87,443.00 $87,443.00 $87,443.00 $87,443.00 $88,506.00 $87,443.00 $88,506.00 0.00% 1.22% ($1,608.13) $76,460.20 $78,068.33 $3,259.61 $45,827.94 $42,568.33 ($1,605.30) $0.00 $11,391.03 $87,443.00 $12,996.33 $87,443.00 $0.00 ($1,063.00) ($1,063.00) +++ $87,443.00 $87,443.00 $87,443.00 $88,506.00 $87,443.00 0.00% $88,506.00 1.22% ($1,608.13) $3,259.61 ($1,605.30) $0.00 $0.00 ($1,063.00) ($1,063.00) +++ Run by lames Slife on 01/30/2017 16:26:57 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 010 General DEPARTMENT: 32 Community Development ACTIVITY: 5850 Block Grant Administration DEPARTMENT/ACTIVITY DESCRIPTION: The Community Development Board, on behalf of the City, applies for and administers various State and Federal Programs and other small projects. The sources of funding for these programs are various grants and loan payments. DEPARTMENT/ACTIVITY OBJECTIVES: Funding is used to assist low- and moderate -income households to make homes safe and sanitary. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018* DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 *AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 010 - General Fund REVENUE Department 32 - Community Development Activity 5850 - Block Grant Administration Other Financing Sources 010-32-5850 3000 Cash on Hand Other Financing Sources Totals Activity 5850 - Block Grant Administration Totals Department 32 - Community Development Totals REVENUE TOTALS Department Budget Worksheet waft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted .00 .00 .00 5,000.00 5,000.00 5,000.00 5,000.00 .00 $0.00 $0.00 $0.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 0.00% $0.00 $0.00 $0.00 EXPENSE Department 32 - Community Development Activity 5850 - Block Grant Administration Contractual Services 010-32-5850 1327 Residential Rehabilitation .00 $0.00 $0.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 0.00% $0.00 $0.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 0.00% $0.00 $0.00 $5,000.00 $5,000.00 $s,000.00 $5,000.00 0.00% .00 .00 5,000.00 5,000.00 5,000.00 5,000.00 .00 Contractual Services Totals $0.00 Activity 5850 - Block Grant Administration Totals Department 32 - Community Development Totals EXPENSE TOTALS Fund 010 - General Fund Totals REVENUE TOTALS EXPENSE TOTALS Fund 010 - General Fund Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals $0.00 $0.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 0.00% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5,000.00 $0.00 $0.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 0.00% $5,000.00 0.00% $0.00 $0.00 $0.00 $0.00 $5,000.00 $0.00 $5,000.00 $0.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 $5,000.00 0.00% $5,000.00 0.00% $5,000.00 0.00% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $5,000.00 $0.00 $5,000.00 $0.00 $0.00 $5,000.00 $s,000.00 $5,000.00 $5,000.00 $0.00 +++ $5,000.00 0.00% $5,000.00 0.00% $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ Run by James Slife on 01/30/2017 15:55:42 PM Page 1 of 1 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 290 Federal Projects DEPARTMENT: 32 Community Development ACTIVITY: 5856 Neighborhood Stabilization DEPARTMENT/ACTIVITY DESCRIPTION: The Community Development Board, on behalf of the City, applies for and administers various Federal and State Programs. The source of funding for this program is the Housing and Economic Recovery Act of 2008 for Neighborhood Stabilization. DEPARTMENT/ACTIVITY OBJECTIVES: Administer the Neighborhood Stabilization Program. Acquisition and demolition. Housing rehabilitation. New construction. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 "AT CURRENT FYE17 STAFFING LEVEL FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 010 General DEPARTMENT: 32 Community Development ACTIVITY: 5861 LHAP-Housing Pool DEPARTMENT/ACTIVITY DESCRIPTION: The Community Development Board, on behalf of the City, applies for and administers various State and Federal Programs and other small projects. The sources of funding for these programs are various grants and loan payments. DEPARTMENT/ACTIVITY OBJECTIVES: Develop housing opportunities for low- and moderate -income persons. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 *AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 010 - General Fund REVENUE Department 32 - Community Development Activity 5861 - LHAP-Housing Pool Use Of Money & Properly 010-32-5861 3642 Loan Collections Use Of Money & Property Totals Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted Amount Amount thru 12/31/16 Budget Budget 2018 Base Level 2018 Additional 0/0 Change from Dept Needs 2017 Adopted 4,400.04 4,400.04 2,200.02 4,400.00 4,400.00 4,400.00 4,400.00 .00 $4,400.04 Other Financing Sources 010-32-5861 3000 Cash on Hand .00 $4,400.04 $2,200.02 $4,400.00 $4,400.00 $4,400.00 $4,400.00 0.00% .00 .00 31,217.00 31,217.00 31,217.00 35,250.00 12.91 Other Financing Sources Totals $0.00 Activity 5861 - LHAP-Housing Pool Totals Department 32 - Community Development Totals REVENUE TOTALS $0.00 $0.00 $31,217.00 $31,217.00 $31,217.00 $35,250.00 12.92% $4,400.04 $4,400.04 $2,200.02 $35,617.00 $35,617.00 $35,617.00 $39,650.00 11.32% $4,400.04 $4,400.04 $2,200.02 $35,617.00 $35,617.00 $35,617.00 $4,400.04 EXPENSE Department 32 - Community Development Activity 5861 - LHAP-Housing Pool Contractual Services 010-32-5861 1327 Residential Rehabilitation .00 $4,400.04 $2,200.02 $35,617.00 $35,617.00 $35,617.00 $39,650.00 11.32% $39,650.00 11.32% .00 .00 35,617.00 35,617.00 35,617.00 39,650.00 11.32 Contractual Services Totals $0.00 Activity 5861 - LHAP-Housing Pool Totals Department 32 - Community Development Totals EXPENSE TOTALS Fund 010 - General Fund Totals REVENUE TOTALS EXPENSE TOTALS Fund 010 - General Fund Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals $0.00 $0.00 $35,617.00 $35,617.00 $35,617.00 $39,650.00 11.32% $0.00 $0.00 $0.00 $4,400.04 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $35,617.00 $35,617.00 $35,617.00 $4,400.04 $2,200.02 $35,617.00 $0.00 $0.00 $0.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $39,650.00 $39,650.00 $39,650.00 11.32% 11.32% 11.32% $39,650.00 11.32% $39,650.00 11.32% $4,400.04 $4,400.04 $4,400.04 $2,200.02 $0.00 $4,400.04 $2,200.02 $35,617.00 $0.00 $0.00 $0.00 $35,617.00 $0.00 $0.00 $35,617.00 $35,617.00 $35,617.00 $35,617.00 $0.00 +++ $39,650.00 11.32% $39,650.00 11.32% $4,400.04 $4,400.04 $2,200.02 $0.00 $0.00 $0.00 $0.00 +++ Run by lames Slife on 01/30/2017 15:58:14 PM Page 1 of 1 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 266 Road Use Tax DEPARTMENT: 19 Street Department ACTIVITY: 7100 Street Maintenance DEPARTMENT/ACTIVITY DESCRIPTION: The Street Department is committed to maintaining streets in a safe and serviceable condition through preventive maintenance procedures and various patching methods. DEPARTMENT/ACTIVITY OBJECTIVES: We will continue our strong preventive maintenance programs involving asphalt and concrete repairs, milling, crack sealing, patching and grading. The Street Department is committed to achieving its objectives by providing services to the citizens of Waterloo to the best of its abilities. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Public Works Director 0.34 0.34 0.34 0.34 Operations Supervisor 1 1 1 1 Administrative Secretary 1 1 1 1 Clerk I 1 1 1 1 Foreman 1 1 1 1 Mechanic/Welder 1 1 1 1 Equipment Operator III 1.5 1.5 0 0 Equipment Operator II 5.5 5.5 7 7 Equipment Operator I 13.9 13.9 13.9 13.9 TOTAL FULL-TIME EQUIVALENT POSITIONS 26.24 26.24 26.24 26.24 0 0 *AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 266 - Road Use Tax REVENUE Department 19 - Street Department Activity 7100 - Street Maintenance Federal Grants & Reimbursements 266-19-7100 3345 Federal Emergency Management Agency Grant Federal Grants & Reimbursements Totals State Government Grants 266-19-7100 3361 State Grant State Government Grants Totals Charges for Fees & Service 266-19-7100 3502 Sale of Junk/Scrap Charges for Fees & Service Totals Miscellaneous Revenue 266-19-7100 3800 266-19-7100 3871 EXPENSE Department 19 - Activity 7100 Personal Services - 266-19-7100 1111 266-19-7100 1113 266-19-7100 1114 266-19-7100 1117 266-19-7100 1118 266-19-7100 1121 266-19-7100 1122 266-19-7100 1123 266-19-7100 1128 266-19-7100 1130 Miscellaneous Revenue Damage Claims Miscellaneous Revenue Totals Activity 7100 - Street Maintenance Totals Department 19 - Street Department Totals REVENUE TOTALS Street Department - Street Maintenance Salaries & Benefits Salaries - Regular Longevity Pay Time & Half Pay Double Time Pay Bonus Pay FICA - City Contribution IPERS - City Contribution Life & Disability Insurance Retirement Pay Employee Benefit Reimbursement L,tpartment Budget Worksheet lis aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted 20,466.18 (6,089.76) .00 .00 .00 .00 .00 .00 $20,466.18 .00 ($6,089.76) 7,110.58 $0.00 .00 $0.00 .00 $0.00 .00 $0.00 00 $0.00 00 +++ .00 $0.00 1,841.60 $7,110.58 327.80 $0.00 1,598.84 $0.00 2,500.00 $0.00 2,500.00 $0.00 2,500.00 $0.00 2,500.00 +++ .00 $1,841.60 374.35 2,582.73 $327.80 2,376.06 661.59 $1,598.84 .00 8,685.76 $2,500.00 50.00 500.00 $2,500.00 50.00 500.00 $2,500.00 50.00 500.00 $2,500.00 50.00 500.00 0.00% .00 .00 $2,957.08 $3,037.65 $8,685.76 $550.00 $550.00 ;550.00 $550.00 0.00% $25,264.86 $4,386.27 $10,284.60 $3,050.00 $3,050.00 $3,050.00 $3,050.00 0.00% $25,264.86 $4,386.27 $10,284.60 $3,050.00 $3,050.00 $3,050.00 $3,050.00 0.00% $25,264.86 $4,386.27 $10,284.60 $3,050.00 $3,050.00 $3,050.00 $3,050.00 929,969.79 926,193.97 594,349.57 668,050.00 668,050.00 704,912.00 704,912.00 17,488.10 15,289.73 8,113.42 16,874.00 16,874.00 18,860.00 18,86000 3,724.56 1,892.98 23,710.29 5,000.00 5,000.00 5,000.00 5,000.00 .00 146.00 2,243.52 2,000.00 2,000.00 2,000.00 2,000.00 5,180.06 4,445.57 2,728.28 3,500.00 3,500.00 3,500.00 3,500.00 59,342.42 72,265.84 47,314.81 54,244.00 54,244.00 56,827.00 56,827.00 70,748,45 84,531.79 56,343.15 62,101.00 62,101.00 65,569.00 65,569.00 7,120.41 7,189.85 3,270.26 7,532.00 7,532.00 6,683.00 6,683.00 .00 13,974.56 .00 5,624.00 5,624,00 5,624.00 5,624.00 8,028.16 8,028.33 2,909.55 8,050.00 8,050.00 2,910.00 2,910.00 0.00°/ 5.51 11.76 .00 .00 .00 4.76 5.58 (11.27) .00 (63.85) Run by James Sllfe on 01/30/2017 16:40:27 PM Page 1 of 3 btpartment Budget Worksheet [haft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 266 - Road Use Tax EXPENSE Department 19 - Street Department Activity 7100 - Street Maintenance Personal Services - Salaries & Benefits 266-19-7100 1131 Health Insurance 571,805.08 583,417.92 292,578.10 590,623.00 590,623.00 533,635.00 533,635.00 (9.64) Persona/Services- Salaries & Benefits Totals $1,673,407.03 $1,717,376.54 $1,033,560.95 $1,423,598.00 $1,423,598.00 $1,405,520,00 $1,405,520.00 (1.27%) Comments Account Level Comment Contractual Services 266-19-7100 1314 Health SeMces 2,580.11 1,966.58 1,361.82 2,800.00 2,800.00 2,800.00 2,800.00 .00 266-19-7100 1315 Educational & Training Services .00 .00 .00 1,500.00 1,500.00 1,500.00 1,500.00 .00 266-19-7100 1343 Postage & Mailing Expense .00 .00 .00 10.00 10.00 10.00 10.00 .00 266-19-7100 1344 Telephone & Fax Expense 2,471.57 2,079.76 1,163.04 3,500.00 3,500.00 3,500.00 3,500.00 .00 266-19-7100 1346 Travel - Profession& Training 15.00 215.00 10.00 500.00 500.00 500.00 500.00 .00 266-19-7100 1370 Repair & Maintenance .00 .00 .00 200.00 1,000.00 1,000.00 1,000.00 .00 266-19-7100 1371 Building & Grounds Maintenance 14,805.83 18,378.74 12,978.48 14,000,00 10,000.00 10,000.00 10,000.00 .00 266-19-7100 1376 Office Equipment Repair& Maintenance 1,424.40 1,158.23 .00 1,000.00 3,000.00 3,000.00 3,000.00 .00 266-19-7100 1377 Radio Equipment Repair & Maintenance 1,025.33 1,059.33 1,071.71 1,200.00 1,200.00 1,200.00 1,200.00 .00 266-19-7100 1385 Office Equip Repair & Maintenance 429.90 111.70 .00 2,500.00 2,500.00 2,500.00 2,500.00 .00 266-19-7100 1387 Radio & Related Equipment 560.00 900.99 235.38 1,500.00 1,500.00 1,500.00 1,500.00 .00 266-19-7100 1391 Dues & Memberships 584.00 666.67 620.00 750.00 750.00 750.00 750.00 .00 266-19-7100 1400 Utility Serdce 40,498.87 32,331.90 15,734.23 51,500.00 55,000.00 55,000.00 55,000.00 .00 Contractual Services Totals $64,395.01 $58,868.90 $33,174.66 $80,960.00 $83,260.00 $83,260.00 $83,260.00 0.00% Commodities 266-19-7100 1511 Concrete & Aggregates 175,930.06 115,776.49 58,116.88 110,000.00 110,000.00 110,000.00 110,000.00 .00 266-19-7100 1513 Chemicals & Gases 39,664.61 .00 .00 .00 .00 .00 .00 .00 266-19-7100 1520 Computer Software 753.34 726.00 .00 800.00 .00 .00 .00 .00 266-19-7100 1533 Fuel Expense 72,534.11 42,775.60 32,565.04 82,000.00 82,000.00 82,000.00 82,000.00 .00 266-19-7100 1535 Hardware Items 25.72 10.45 8.79 100.00 100.00 100.00 100.00 .00 266-19-7100 1541 Janitorial Supplies 17,577.18 11,397.90 4,359.19 13,872.00 13,872.00 13,872.00 13,872.00 .00 266-19-7100 1547 Oils & Greases 5,764.71 6,042.54 4,683.24 11,000.00 11,000.00 11,000.00 11,000.00 .00 266-19-7100 1549 Lumber/Wood & Insulation 292.60 97.48 148.56 300.00 300.00 300.00 300.00 .00 266-19-7100 1551 Drugs/Medicines & Medical/Lab Supplies 659.40 1,202.72 1,102.43 2,000.00 500.00 500.00 500.00 .00 266-19-7100 1555 - Minor Equipment & Supplies 4,968.10 2,213.86 1,677.79 6,500.00 6,500.00 6,500.00 6,500.00 .00 Run by lames Slife on 01/30/2017 16:40:27 PM Page 2 of 3 G/L Account Fund 266 - Road Use EXPENSE Department 19 - Activity 7100 Commodities 266-19-7100 1561 266-19-7100 1569 266-19-7100 1571 266-19-7100 1573 266-19-7100 1575 266-19-7100 1577 266-19-7100 1578 266-19-7100 1579 266-19-7100 1710 Account Description Department Budget Worksheet Daft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt Amount Amount thru 12/31/16 Tax Street Department - Street Maintenance Office Supplies & Minor Equipment Vehicle Replacement Parts Machinery & Equipment Replacement Parts Safety & Protective Equipment Steel, Iron & Metal Supplies Traffic Sign Materials & Supplies Tool Allowance Uniforms Claims, Judgments & Contingencies Commodities Totals Activity 7100 - Street Maintenance Totals Department 19 - Street Department Totals EXPENSE TOTALS 1,501.22 10,914.49 48,167.66 4,144.05 860.64 11,322.96 450.00 1,542.72 13.38 1,158.91 5,850.98 83,436.51 4,087.42 729.70 5,548.69 450.00 1,627.29 .00 1,163.65 22,027.86 77,723.10 3,315.30 859.18 781.40 450.00 668.54 .00 2017 Amended 2017 Adopted 2018 Additional % Change from Budget Budget 2018 Base Level Dept Needs 2017 Adopted 1,500.00 25,000.00 80,000.00 4,000.00 1,200.00 10,500.00 450.00 4,000.00 .00 1,500.00 25,000.00 80,000.00 4,000.00 1,200.00 10,500.00 450.00 4,000.00 .00 1,500.00 25,000.00 80,000.00 4,000.00 1,200.00 10,500.00 450.00 4,000.00 .00 1,500.00 25,000.00 80,000.00 4,000.00 1,200.00 10,500.00 450.00 4,000.00 .00 .00 .00 .00 .00 .00 .00 .00 .00 .00 $397,086.95 $283,132.54 $209,650.95 $353,222.00 $350,922.00 $350,922.00 $350,922.00 0.00% $2,134,888.99 $2,134,888.99 $2,134,888.99 $2,059,377.98 $2,059,377.98 $2,059,377.98 $1,276,386.56 $1,276,386.56 $1,276,386.56 $1,857,780.00 $1,857,780.00 $1,857,780.00 $1,857,780.00 $1,857,780.00 $1,857,780.00 $1,839,702.00 $1,839,702.00 $1,839,702.00 $1,839,702.00 $1,839,702.00 $1,839,702.00 Fund 266 - Road Use Tax Totals REVENUE TOTALS $25,264.86 $4,386.27 $10,284.60 $3,050.00 $3,050.00 $3,050.00 $3,050.00 EXPENSE TOTALS $2,134,888.99 $2,059,377.98 $1,276,386.56 $1,857,780.00 $1,857,780.00 $1,839,702.00 $1,839,702.00 Fund 266 - Road Use Tax Totals ($2,109,624.13) ($2,054,991.71) ($1,266,101.96) ($1,854,730.00) ($1,854,730.00) ($1,836,652.00) ($1,836,652.00) Net Grand Totals REVENUE GRAND TOTALS $25,264.86 $4,386.27 $10,284.60 $3,050.00 $3,050,00 $3,050.00 $3,050.00 EXPENSE GRAND TOTALS $2,134,888.99 $2,059,377.98 $1,276,386.56 $1,857,780.00 $1,857,780.00 $1,839,702.00 $1,839,702.00 Net Grand Totals ($2,109,624.13) ($2,054,991.71) ($1,266,101.96) ($1,854,730.00) ($1,854,730.00) ($1,836,652.00) ($1,836,652.00) (0.97%) (0.97%) (0.97%) 0.00% (0.97%) (0.97%) 0.00% (0.97%) (0.97%) Run by James Slife on 01/30/2017 16:40:27 PM Page 3 of 3 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 266 Road Use Tax DEPARTMENT: 19 Street Department ACTIVITY: 7102 Street Dept Chargebacks DEPARTMENT/ACTIVITY DESCRIPTION: This activity reflects the amount paid by the Street Department for services received from Human Resources and the Central Garage. DEPARTMENT/ACTIVITY OBJECTIVES: PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 *AT CURRENT FYE17 STAFFING LEVEL I./npartment Budget Worksheet bi aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 266 - Road Use Tax EXPENSE Department 19 - Street Department Activity 7102 - Street Department Chargebacks Contractual Services 26619-7102 1407 Service From Human Resources 8,500.00 8,500.00 .00 8,500.00 8,500.00 8,500.00 8,500.00 ,00 266-19-7102 1408 Service From Central Garage 150,000.00 150,000.00 .00 150,000.00 150,000.00 150,000.00 150,000.00 .00 Contractual Services Totals $158,500.00 $158,500.00 $0.00 $158,500.00 $158,500.00 $158,500.00 $158,500.00 0.00% Activity 7102 - Street Department Chargebacks Totals Department 19 - Street Department Totals EXPENSE TOTALS Fund 266 - Road Use Tax Totals EXPENSE TOTALS Fund 266 - Road Use Tax Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals $158,500.00 $158,500.00 $0.00 $158,500.00 $158,500.00 $158,500.00 $158,500.00 0.00% $158,500.00 $158,500.00 $0.00 $158,500.00 $158,500.00 $158,500.00 $158,500.00 0.00% $158,500.00 $158,500.00 $158,500.00 $158,500.00 $0.00 $158,500.00 ;0.00 $158,500.00 $158,500.00 $158,500.00 $158,500.00 $158,500.00 $158,500.00 0.00% $158,500.00 0.00% ($158,500.00) ($158,500.00) $0.00 ($158,500.00) ($158,500.00) ($158,500.00) ($158,500.00) 0.00% $0.00 $0.00 $158,500.00 $158,500.00 $0.00 $0.00 $0.00 $158,500.00 $0.00 $0.00 $158,500.00 $158,500.00 $0.00 +++ $158,500.00 0.00% ($158,500.00) ($158,500.00) $0.00 ($158,500.00) ($158,500.00) ($158,500.00) ($158,500.00) 0.00% Run by James Slife on 02/06/2017 14:11:21 PM Page 1 of 1 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 205 Local Option Sales Tax DEPARTMENT: 19 Street Department ACTIVITY: 7110 Seal Coating Program DEPARTMENT/ACTIVITY DESCRIPTION: The City of Waterloo has approximately 50 miles of unimproved streets. The Street department has consolidated its oiling, chipping and fogging activities into the seal coating program via the local option tax program. The Street department crack seals reconstructed and overlayed streets via the local option tax program. DEPARTMENT/ACTIVITY OBJECTIVES: The Street department is committed to providing and maintaining unimproved streets in a safe and serviceable condition under its seal coat program. The Street department is committed to protecting the investment of our local option tax reconstructed and overlayed streets under its crack sealing program. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018* DEPT REQUEST FYE2018 CERTIFIED FYE2018 Foreman 1 1 1 1 Equipment Operator! 3.6 3.6 3.6 3.6 Equipment Operator II 3 3 3 3 TOTAL FULL-TIME EQUIVALENT POSITIONS 7.6 7.6 7.6 7.6 0 0 AT CURRENT FYE17 STAFFING LEVEL Department Budget Worksheet D1aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 205 - Local Option Sales Tax EXPENSE Department 19 - Street Department Activity 7110 - Seal Coating Program Personal Services - Salaries & Benefits 205-19-7110 1111 Salaries - Regular 205-19-7110 1113 205-19-7110 1114 205-19-7110 1117 205-19-7110 1118 205-19-7110 1121 205-19-7110 1122 205-19-7110 1123 205-19-7110 1128 205-19-7110 1130 205-19-7110 1131 216,597.11 285,232.29 162,925.80 401,620.00 401,620.00 412,271.00 412,271.00 2.65 Longevity Pay 5,686.90 6,314.68 2,584.98 6,699.00 6,699.00 5,532.00 5,532.00 (17.42) Time & Half Pay 220.56 1,333.80 6,064.73 1,000.00 1,000.00 1,000.00 1,000.00 .00 Double Time Pay .00 .00 583.74 500.00 500.00 500.00 500.00 .00 Bonus Pay 119.17 1,280.64 793.70 1,200.00 1,200.00 1,200.00 1,200.00 .00 FICA - City Contrlbutlon 19,921.58 22,482.90 13,886.73 31,573.00 31,573.00 33,151.00 33,151.00 4.99 IPERS- City Contrlbutlon 23,420.52 26,336.53 15,479.71 36,704.00 36,704.00 37,550.00 37,550.00 2.30 Life & Disability Insurance 1,926.60 1,906.44 804.48 2,087.00 2,087.00 1,846.00 1,846.00 (11.54) Retirement Pay 3,261.97 5,955.13 11,455.26 .00 .00 12,622.00 12,622.00 .00 Employee Benefit Reimbursement 1,887.55 1,683.05 203.04 1,700.00 1,700.00 203.00 203.00 (88.05) Health Insurance 127,459.20 127,459.20 57,745.60 145,411.00 145,411.00 129,048.00 129,048.00 (11.25) Personal Services -Salaries & Benefits Totals $400,501.16 $479,984.66 $272,527.77 $628,494.00 $628,494,00 $634,923.00 $634,923.00 1.02% Comments Account Level Comment Contractual Services 205-19-7110 1314 Health Services Contractual Services Totals 125.00 152.74 .00 150.00 150.00 150.00 150.00 .00 $125.00 $152.74 $0.00 $150.00 $1s0.00 $150.00 $150.00 0.00% Commodities 205-19-7110 1511 Concrete & Aggregates 22,214.60 26,901.88 30,109.73 35,000.00 35,000.00 35,000.00 35,000.00 .00 205-19-7110 1513 Chemicals & Gases 123,554.78 206,618.04 136,153.26 220,000.00 220,000.00 220,000.00 220,000.00 .00 205-19-7110 1533 Fuel Expense .00 2,084.54 .00 6,800.00 6,800.00 6,800.00 6,800.00 .00 205-19-7110 1547 Oils & Greases .00 .00 .00 1,000.00 1,000.00 1,000.00 1,000.00 .00 205-19-7110 1561 Office Supplies & Minor Equipment .00 .00 225.00 .00 .00 .00 .00 .00 205-19-7110 1571 Machinery & Equipment Replacement Parts 4,267.36 82.45 .00 7,500.00 7,500.00 7,500.00 7,500.00 .00 205-19-7110 1573 Safety & Protective Equipment 600.00 573.24 .00 500.00 500.00 500.00 500.00 .00 205-19-7110 1579 Uniforms 714.74 711.60 .00 1,200.00 1,200.00 1,200.00 1,200.00 .00 Commodities Totals $151,351.48 $236,971.75 $166,487.99 $272,000.00 $272,000.00 $272,000.00 $272,000.00 0,00% Activity 7110 - Seal Coating Program Totals Department 19 - Street Department Totals EXPENSE TOTALS $551,977.64 $717,109.15 $439,015.76 $900,644.00 $900,644.00 $907,073.00 $551,977.64 $717,109.15 $439,015.76 $900,644.00 $900,644.00 $907,073.00 $907,073.00 0.71% $907,073.00 0.71% $551,977.64 $717,109.15 $439,015.76 $900,644.00 $900,644.00 $907,073.00 $907,073.00 0.71% Fund 205 - Local Option Sales Tax Totals EXPENSE TOTALS $551,977.64 $717,109.15 $439,015.76 $900,644.00 $900,644.00 $907,073.00 $907,073.00 0.71% Run by lames Slife on 01/30/2017 16:34:34 PM Page 1 of 2 G/L Account Account Description Fund 205 - Local Option Sales Tax Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Department Budget Worksheet Di aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional °/ Change from Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted ($551,977.64) ($717,109.15) ($439,015.76) ($900,644.00) ($900,644.00) ($907,073.00) ($907,073.00) 0.71% $0.00 $0.00 $0.00 $0.00 $0,00 $0.00 $0.00 $551,977.64 $717,109.15 $439,015.76 $900,644.00 $900,644.00 $907,073.00 $907,073.00 +++ 0.71% Net Grand Totals ($551,977.64) ($717,109.15) ($439,015.76) ($900,644.00) ($900,644.00) ($907,073.00) ($907,073.00) 0.71% Run by James Slife on 01/30/2017 16:34:34 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 266 Road Use Tax DEPARTMENT: 19 Street Department ACTIVITY: 7200 Snow Removal DEPARTMENT/ACTIVITY DESCRIPTION: The Street Department is committed to maintaining streets in a safe and serviceable condition through our snow removal and ice control program, in accordance with the city's adopted snow removal policy. The winter season generally runs from November 1st through April 15th. DEPARTMENT/ACTIVITY OBJECTIVES: We will continue our proactive, anti -icing program of using brine solution, followed by sanding and/or salting applications when needed. We have approximately 50 pieces of snow removal and ice control equipment and we do rely heavily on the manpower from other departments to assist us when the entire city has to be plowed. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 * AT CURRENT FYE17 STAFFING LEVEL G/L Account Fund 266 - Road Use Tax EXPENSE Department 19 - Street Department Activity 7200 - Snow Removal Persona/Services - Salaries & Benefits 266-19-7200 1111 Salaries - Regular 266-19-7200 1114 Time & Half Pay Account Description 2015 Actual Amount Department Budget Worksheet Draft #1 Budget Year 2018 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted 266-19-7200 1117 266-19-7200 1118 266-19-7200 1121 266-19-7200 1122 Contractual Services 266-19-7200 1377 266-19-7200 1384 Commodities 266-19-7200 1511 266-19-7200 1513 266-19-7200 1533 266-19-7200 1535 266-19-7200 1547 266-19-7200 1549 266-19-7200 1555 266-19-7200 1569 266-19-7200 1571 Double Time Pay Bonus Pay FICA - City Contribution IPERS - City Contribution Personal Services - Salaries & Benefits Totals Comments Account 1384 Radio Equipment Repair & Maintenance Leased Equipment & Machinery Contractual Services Totals Level Additional Dept Needs 560,278.65 505,444.84 120,462.83 721,000.00 721,000.00 721,000.00 721,000.00 39,287.08 55,229.44 11,777.09 150,000.00 150,000.00 150,000.00 150,000.00 8,581.77 5,345.36 11,919.54 20,000.00 20,000.00 20,000.00 20,000.00 .00 .00 .00 3,500.00 3,500.00 3,500.00 3,500.00 53,497.78 42,384.17 10,828.39 68,430.00 68,430.00 68,430.00 68,430.00 63,708.94 50,747.80 12,896.85 79,879.00 79,879.00 79,879.00 79,879.00 .00 .00 .00 .00 .00 .00 $725,354.22 $659,151.61 $167,884.70 $1,042,809.00 $1,042,809.00 $1,042,809.00 $1,042,809.00 .00 54,640.00 .00 55,800.00 .00 .00 250.00 100,000.00 250.00 75,000.00 250.00 75,000.00 250.00 85,000.00 0.00% .00 13.33 $54,640.00 $55,800.00 $0.00 $100,250.00 Comment Projected increase for rental of motor graders to support snow removal operations. $75,250.00 $75,250.00 $85,250.00 Concrete & Aggregates Chemicals & Gases Fuel Expense Hardware Items Oils & Greases Lumber/Wood & Insulation Minor Equipment & Supplies Vehicle Replacement Parts Machinery & Equipment Replacement Parts Commodities Totals Activity 7200 - Snow Removal Totals Department :19 - Street Department Totals EXPENSE TOTALS Fund 266 - Road Use Tax Totals EXPENSE TOTALS Fund 266 - Road Use Tax Totals Net Grand Totals 38,550.55 362,519.16 63,538.69 .00 6,260.59 2,614.47 238.64 15,727.89 85,960.29 15,731.76 240,476.50 44,874.92 .00 6,430.63 2,090.81 956.87 21,264.13 154,177.24 .00 .00 4,884.29 .00 10.00 2,663.28 119.08 .00 11,351.29 40,000.00 362,000.00 78,000.00 100.00 4,500.00 2,500.00 750.00 10,500.00 85,000.00 40,000.00 387,000.00 78,000.00 100.00 4,500.00 2,500.00 750.00 5,500.00 90,000.00 40,000.00 40,000.00 387,000.00 387,000.00 78,000.00 78,000.00 100.00 100.00 4,500.00 4,500.00 2,500.00 2,500.00 750.00 750.00 5,500.00 5,500.00 90,000.00 90,000.00 13.29% .00 .00 .00 .00 .00 .00 .00 .00 .00 $575,410.28 $486,002.86 $19,027.94 $583,350.00 $608,350.00 $608,350.00 $608,350.00 0.00% $1,355,404.50 $1,355,404.50 $1,355,404.50 $1,200,954.47 $1,200,954.47 $1,200,954.47 $186,912.64 $186,912.64 $186,912.64 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,736,409.00 $1,736,409.00 $1,736,409.00 $1,355,404.50 $1,200,954.47 $186,912.64 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,736,409.00 0.58% 0.58% 0.58% 0.58% ($1,355,404.50) ($1,200,954.47) ($186,912.64) ($1,726,409.00) ($1,726,409.00) ($1,726;409.00) ($1,736,409.00) 0.58% Run by James Slife on 01/30/2017 16:35:20 PM Page 1 of 2 Department Budget Worksheet Dm aft #1 Budget Year 2018 REVENUE GRAND TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ EXPENSE GRAND TOTALS $1,355,404.50 $1,200,954.47 $186,912.64 $1,726,409.00 $1,726,409.00 $1,726,409.00 $1,736,409.00 0.58% Net Grand Totals ($1,355,404.50) ($1,200,954.47) ($186,912.64) ($1,726,409.00) ($1,726,409.00) ($1,726,409.00) ($1,736,409.00) 0.580/0 Run by James Slife on 01/30/2017 16:35:20 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 521 Storm Water DEPARTMENT: 19 Street Department ACTIVITY: 5500 Street Cleaning DEPARTMENT/ACTIVITY DESCRIPTION: The Street Department is committed to maintaining streets in a safe and serviceable condition through its street sweeping program. DEPARTMENT/ACTIVITY OBJECTIVES: We will continue to sweep all paved streets within the city at three times per year, including all unimproved streets being swept at least once per year. The Downtown area is swept once per week during the sweeping season, which generally runs from mid-March through mid-November, weather permitting. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Equipment Operator I 1.5 1.5 1.5 1.5 Equipment Operator II ** 1.5 1.5 2 2 Equipment Operator III ** 0.5 0.5 0 0 TOTAL FULL-TIME EQUIVALENT POSITIONS 3.5 3.5 3.5 3.5 0 0 *AT CURRENT FYE17 STAFFING LEVEL Vmpartment Budget Worksheet D aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 521 - Storni Water Fund EXPENSE Department 19 - Street Department Activity 5500 - Street Cleaning Personal Services - Salaries & Benefits 521-19-5500 1111 Salaries- Regular 96,579.92 120,834.99 75,370.47 181,687.00 181,687.00 186,461.00 186,461.00 2.62 521-19-5500 1113 Longevity Pay 2,242.88 2,328.19 1,169.87 2,483.00 2,483.00 2,790.00 2,790.00 12.36 521-19-5500 1114 Time & Half Pay 180.70 746.97 2,667.52 700.00 700.00 700.00 700.00 .00 521-19-5500 1117 Double Time Pay 285.72 50.84 288.37 100.00 100.00 100.00 100.00 .00 521-19-5500 1118 Bonus Pay 677.51 1,555.94 985.70 1,000.00 1,000.00 1,000.00 1,000.00 .00 521-19-5500 1121 FICA - City Contribution 8,904.44 9,438.77 6,019.21 14,288.00 14,288.00 14,616.00 14,616.00 2.29 521-19-5500 1122 IPERS- City Contribution 10,600.98 11,172.91 7,183.13 16,607.00 16,607.00 17,062.00 17,062.00 2.73 521-19-5500 1123 Life & Disability Insurance 843.30 841.12 410.34 947.00 947.00 837.00 837.00 (11.61) 521-19-5500 1130 Employee Benefit Reimbursement 345.40 761.11 .00 800.00 800.00 .00 .00 (100.00) 521-19-5500 1131 Health Insurance 39,402.00 45,056.62 28,424.00 44,880.00 44,880.00 59,430.00 59,430.00 32.41 Personal Services -Salaries & Benefits Totals $160,062.85 $192,787.46 $122,518.61 $263,492.00 $263,492.00 $282,996.00 $282,996.00 7.40% Comments Account Level Comment Contractual Services 521-19-5500 1314 Health Services Contractual Services Totals 160.06 43.64 .00 160.00 160.00 160.00 160.00 .00 $160.06 $43.69 $0.00 $160.00 $160.00 $160.00 $160.00 0.00% Commodities 521-19-5500 1533 Fuel Expense 14,972.85 10,530.20 5,702.24 12,000.00 12,000.00 12,000.00 12,000.00 .00 521-19-5500 1547 Oils & Greases 4,707.66 2,708.01 257.24 2,500.00 2,500,00 2,500.00 2,500.00 .00 521-19-5500 1555 Minor Equipment & Supplies .00 .00 .00 250.00 250.00 250.00 250.00 .00 521-19-5500 1569 Vehicle Replacement Parts 713.16 2,044.80 .00 2,000.00 2,000.00 2,000.00 2,000.00 .00 521-19-5500 1571 Machinery & Equipment Replacement Parts 46,624.45 44,838.90 12,442.64 37,000.00 37,000.00 37,000.00 37,000.00 .00 521-19-5500 1573 Safety & Protective Equipment 284.50 545.22 150.00 2,500.00 2,500.00 2,500.00 2,500.00 .00 521-19-5500 1579 Uniforms 734.63 315.30 .00 750.00 750.00 750.00 750.00 .00 Commodities Totals $68,037.25 $60,982.43 $18,552.12 $57,000.00 $57,000.00 $57,000.00 $57,000.00 0.0099 Activity 5500 - Street Cleaning Totals Department 19 - Street Department Totals EXPENSE TOTALS Fund 521- Storm Water Fund Totals EXPENSE TOTALS Fund 521- Storm Water Fund Totals Net Grand Totals $228,260.16 $228,260.16 $228,260.16 $253,813.53 $253,813.53 $253,813.53 $228,260.16 $253,813.53 $141,070.73 $141,070.73 $141,070.73 $320,652.00 $320,652.00 $320,652.00 $141,070.73 $320,652.00 $320,652.00 $320,652.00 $320,652.00 $340,156.00 $340,156.00 $340,156.00 $320,652.00 $340,156.00 $340,156.00 $340,156.00 $340,156.00 6.08% 6.08% 6.08% $340,156.00 6.08% ($228,260.16) ($253,813.53) ($141,070.73) ($320,652.00) ($320,652.00) ($340,156.00) ($340,156.00) 6.08% Run by James Slife on 01/30/2017 16:38:16 PM Page 1 of 2 Lit artment Budget Worksheet um aft #1 Budget Year 2018 REVENUE GRAND TOTALS $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ EXPENSE GRAND TOTALS $228,260.16 $253,813.53 $141,070.73 $320,652.00 $320,652.00 $340,156.00 $340,156.00 6.08% Net Grand Totals ($228,260.16) ($253,813.53) ($141,070.73) ($320,652.00) ($320,652.00) ($340,156.00) ($340,156.00) 6.08% Run by James Slife on 01/30/2017 16:38:16 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 010 General DEPARTMENT: 01 Mayor ACTIVITY: 8200 Mayor DEPARTMENT/ACTIVITY DESCRIPTION: This activity provides for the operation of the office of the Mayor, who serves as the elected Chief Executive of the City. The office of the Mayor must be elected every odd year on the first Tuesday following the first Monday of November. DEPARTMENT/ACTIVITY OBJECTIVES: To administer the staff and resources of the City of Waterloo effectively and efficiently while meeting the needs of the community. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 AMENDED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Mayor 1 1 1 1 Administrative Secretary 1 1 1 1 Communications Manager 0 0 0.475 0.475 TOTAL FULL-TIME EQUIVALENT POSITIONS 2 2 2.475 2.475 0 0 * AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 010 - General Fund REVENUE Department 01 - Mayor Activity 8200 - Mayor Miscellaneous Revenue 010-01-8200 3800 EXPENSE Department 01 - Activity 8200 Personal Services - 010-01-8200 1111 010-01-8200 1113 010-01-8200 1114 010-01-8200 1121 010-01-8200 1122 010-01-8200 1123 010-01-8200 1130 010-01-8200 1131 D partment Budget Worksheet i daft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from Amount Amount thru 12/31[16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Miscellaneous Revenue Miscellaneous Revenue Totals Activity 8200 - Mayor Totals Department 01 - Mayor Totals REVENUE TOTALS Mayor - Mayor Salaries & Benefits Salaries - Regular Longevity Pay Time & Half Pay FICA - City Contribution IPERS - City Contribution Life & Disability Insurance Employee Benefit Reimbursement Health Insurance Personal Services - Salaries & Benefits Totals Comments Account Level .00 220.72 .00 .00 .00 .00 .00 .00 $0.00 $220.72 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $220.72 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $220.72 $0.00 $0.00 $0.00 $0.00 $0.00 +++ $0.00 131,643.75 1,439.88 .00 9,913.68 4,571.64 919.32 605.55 35,904.00 $220.72 133,121.65 1,439.88 .00 9,774.61 8,349.12 934.80 166.74 35,904.00 $0.00 67,295.58 719.94 .00 4,830.52 6,073.36 415.20 .00 17,952.00 $0.00 134,676.00 1,450.00 150.00 10,440.00 12,169.00 944.00 185.00 35,904.00 $0.00 134,676.00 1,450.00 150.00 10,440.00 12,169.00 944.00 185.00 35,904.00 $0.00 167,246.00 1,560.00 150.00 12,925.00 15,088.00 850.00 .00 33,960.00 $0.00 167,246.00 1,560.00 150.00 12,925.00 15,088.00 850.00 .00 33,960.00 +++ 24.18 7.58 .00 23.80 23.98 (9.95) (100.00) (5.41) $184,997.82 $189,690.80 $97,286.60 $195,918.00 $195,918.00 $231,779.00 $231,779.00 Comment Contractual Services 010-01-8200 1319 010-01-8200 1343 010-01-8200 1344 010-01-8200 1345 010-01-8200 1353 010-01-8200 1376 010-01-8200 1391 Commodities 010-01-8200 1523 Other Professional Services Postage & Mailing Expense Telephone & Fax Expense Travel - City Business Printing Services Office Equipment Repair & Maintenance Dues & Memberships Contractual Services Totals Program Supplies 2,500.00 60.60 164.54 3,319.94 .00 .00 5,265.79 2,500.00 42.32 143.66 3,406.84 .00 .00 7,857.20 .00 38.83 79.93 2,891.87 .00 .00 5,329.00 2,500.00 100.00 100.00 5,000.00 200.00 100.00 11,000.00 2,500.00 100.00 100.00 5,000.00 200.00 100.00 11,000.00 2,500.00 100.00 100.00 5,000.00 200.00 100.00 11,000.00 2,500.00 100.00 100.00 5,000.00 200,00 100.00 11,000.00 18.30% .00 .00 .00 .00 .00 .00 .00 $11,310.87 $13,950.02 $8,339.63 $19,000.00 $19,000.00 $19,000.00 $19,000.00 193.93 51.40 128.40 405.00 405.00 405.00 405.00 0.00% .00 Run by James Slife on 01/30/2017 16:26:16 PM Page 1 of 2 bcpartment Budget Worksheet graft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 010 - General Fund EXPENSE Department 01 - Mayor Activity 8200 - Mayor Commodities 010-01-8200 1561 Office Supplies & Minor Equipment 928.88 703.20 124.86 1,445.00 1,445.00 1,445.00 1,445.00 .00 Commodities Totals $1,122.81 $754.60 $253.26 $1,850.00 $1,850.00 $1,850.00 $1,850.00 0.00% Activity 8200 - Mayor Totals Department 01 - Mayor Totals EXPENSE TOTALS Fund 010 - General Fund Totals REVENUE TOTALS EXPENSE TOTALS $197,431.50 $204,395.42 $105,879.49 $216,768.00 $216,768.00 $252,629.00 $252,629.00 16.540/0 $197,431.50 $204,395.42 $105,879.49 $216,768.00 $216,768.00 $252,629.00 $252,629.00 16.54% $197,431.50 $204,395.42 $105,879.49 $216,768.00 $216,768.00 $252,629.00 $252,629.00 16.540/0 $0.00 $220.72 $197,431.50 $204,395.42 $0.00 $0.00 $105,879.49 $216,768.00 $0.00 $0.00 $216,768.00 $252,629.00 $0.00 +++ $252,629.00 16.54% Fund 010 - General Fund Totals ($197,431.50) ($204,174.70) ($105,879.49) ($216,768.00) ($216,768.00) ($252,629.00) ($252,629.00) 16.54% Net Grand Totals REVENUE GRAND TOTALS $0.00 $220.72 $0.00 $0.00 $0.00 $0.00 $0.00 +++ EXPENSE GRAND TOTALS $197,431.50 $204,395.42 $105,879.49 $216,768.00 $216,768.00 $252,629.00 $252,629.00 16.54% Net Grand Totals ($197,431.50) ($204,174.70) ($105,879.49) ($216,768.00) ($216,768.00) ($252,629.00) ($252,629.00) 16.54% Run by James Siife on 01/30/2017 16:26:16 PM Page 2 of 2 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 010 General DEPARTMENT: 02 City Council ACTIVITY: 8100 City Council DEPARTMENT/ACTIVITY DESCRIPTION: This activity provides for the general function of the seven citizens elected to the City Council. DEPARTMENT/ACTIVITY OBJECTIVES: To formulate and enact public policy to provide guidance and direction to the City Administration in response to the needs of the community. To develop and implement an Action Plan to accomplish enacted public policy. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 Council Member 7 7 7 7 TOTAL FULL-TIME EQUIVALENT POSITIONS 7 7 7 7 0 0 *AT CURRENT FYE17 STAFFING LEVEL DX;partment Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 010 - General Fund EXPENSE Department 02 - City Council Activity 8100 - City Council Personal Services - Salaries & Benefits 010-02-8100 1111 010-02-8100 1121 010-02-8100 1122 Salaries - Regular FICA - City Contribution IPERS - City Contribution Personal Services - Salaries & Benefits Totals 61,984.30 1,810.59 4,656.60 59,291.46 1,398.44 4,516.41 29,915.57 935.25 1,951.30 61,180.00 1,431.00 4,680.00 61,180.00 1,431.00 4,680.00 62,489.00 2,011.00 3,985.00 62,489.00 2,011.00 3,985.00 2.13 40.53 (14.85) $68,451.49 $65,206.31 Comments Account Level Comment $32,802.12 $67,291.00 $67,291.00 $68,485.00 $68,485.00 1.77% Contractual Services 010-02-8100 1344 010-02-8100 1346 Telephone & Fax Expense Travel - Professional Training Contractual Services Totals Activity 8100 - City Council Totals Department 02 - City Council Totals EXPENSE TOTALS Fund 010 - General Fund Totals EXPENSE TOTALS Fund 010 - General Fund Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals 654.20 877.35 992.88 559.51 855.00 410.88 1,008.00 1,008.00 2,000.00 2,000.00 1,008.00 1,008.00 .00 2,000.00 2,000.00 .00 $1,531.55 $1,847.88 $970.39 $3,008.00 $3,008.00 $3,008.00 $3,008.00 0.00% $69,983.04 $69,983.04 $69,983.04 $67,054.19 $67,054.19 $67,054.19 $69,983.04 $67,054.19 $33,772.51 $33,772.51 $33,772.51 $70,299.00 $70,299.00 $70,299.00 $33,772.51 $70,299.00 $70,299.00 $70,299.00 $70,299.00 $71,493.00 $71,493.00 $71,493.00 $70,299.00 $71,493.00 $71,493.00 $71,493.00 $71,493.00 1.70% 1.70% 1.70% $71,493.00 1.70% ($69,983.04) ($67,054.19) ($33,772.51) ($70,299.00) $0.00 $0.00 $0.00 $67,054.19 $33,772.51 $69,983.04 ($70,299.00) ($71,493.00) $0.00 $0.00 $70,299.00 $70,299.00 ($71,493.00) 1.70% $0.00 $0.00 +++ $71,493.00 $71,493.00 1.70% ($69,983.04) ($67,054.19) ($33,772.51) ($70,299.00) ($70,299.00) ($71,493.00) ($71,493.00) 1.70% Run by James Slife on 01/31/2017 17:28:30 PM Page 1 of 1 PUBLIC WORKS I 1 Public Works Organizational Chart Public Works Director Sanitation Secretary Street Secretary Reception Clerk Sanitation Supervisor Route Driver 2 3 4 5 1 Waste Tech 2 3 4 5 6 Central Garage 1 Parts Clerk 1 Shop Foreman 1 Street Supervisor Street Foreman Equipment Operator 15\ Street Foreman 1 Equipment Operator 16 i Street Mechanic F WATERLOO B U D G E Department of Public Works Mission Statement The mission of the Public Works Division is to provide the community with the highest quality public services. Our goal is to be pro -active in our approach to expected citizen services while demonstrating decisive reaction to the needs of the City and its citizens. "TY OF WATERLOO B U D Public Works • Highlights and Accomplishments for 2016 ➢ Initiated Operation Spring Clean (support of volunteers to "spring clean" roadways of litter) ➢ Closure of former yard waste site to meet Corps of Engineer Inspection Requirements ➢ Opening of new yard waste citizen drop site in time to meet 2016 "leaf season" ➢ Preparations, maintenance, clean-up of 2016 fall flood. Provided citizens with drop-off sites for flood damaged materials. ➢ Curb replacements on Park Avenue in downtown area. NATLilL00 BUD Street Department Goals and Objectives — Continue to provide safe streets for traveling public — Respond to citizen requests for service — Improve Safety related training to reduce potential employee injuries OF W AT E R L BUD Street Department ➢ Funded by Road Use Tax ➢ 1 Operations Supervisor ➢ 2 Foremen ➢ 31 Equipment Operators (I and II) ➢ 1 Administrative Secretary ➢ 1 Clerk I (Receptionist) ➢ 1 Mechanic I T Y OF WATERLOO BUD Public Works Street Responsibilities ➢Streets: 433 Center Line Miles ➢ Unimproved Streets (Sealcoat): 50+ Miles ➢ Alley and shoulder maintenance ➢ Street Sweeping: (2600 Lanes Miles Annually) ➢ Snow and Ice Control ➢ Flood Control V A, T E R L, BUD Street Department ➢ Funded by Road Use Tax ➢ Duties and Responsibilities Include: ➢ Snow and Ice Control ➢ Alley and Shoulder Maintenance ➢ Asphalt and Concrete Repairs ➢ Asphalt and Concrete utility cut repairs ➢ Pot hole patching ➢ Street Milling ➢ Ditch Work ➢ PD emergency response ➢ Flood Control ➢ Speed Hump Installation I T Y OF WATERLOO B U D FY 18 Budget Meeting Street Department 4 Activities within 3 Fund Streams support operations LJ Local Option Tax Fund: Seal Coat/Crack Seal Activity ❑ Road Use Tax: Street Maintenance Activity ❑ Road Use Tax: Snow Removal Activity ❑ Storm Water Fund: Street Sweeping Activity F WATERLOO BUD Street Department Seal Coat Program ➢ Funded by Local Option Tax • 7.6 Full Time Equivalent Manning — FY18 Forecast — 13.5 Street Miles to be Seal Coated — FY18 Forecast -- 15 Street Miles to be Crack Sealed ➢ Assigned personnel also responsible for Snow and Ice Control Routing ➢ Assist as required in flood control operations CITY OF WATERLOO BUD FY18 Budget Meeting Street Department Local Option Tax— Activity 205-19-7110 • Expenses: — Overall increase of 2% due solely to anticipated retirement — All other expense lines held at FY 17 level r F WATERLOO BUD FY18 BUDGET MEETING Street Department Road Use Tax — Activity 266-19-7100 • Expenses: — All expense lines held at FY 17 level 0 +N A, T E R L, BUD^ r FY18 BUDGET MEETING Street Department Road Use Tax — Activity 266-19-7200 • Snow Removal Expenses: — Increase line 1384 ($10,000) — Projected increase for rental graders — All other expense lines held at FY 17 level Y OF WATERLOO BUD FY18 BUDGET MEETING Street Department Road Use Tax — Activity 266-19-7102 • Street Dept Chargebacks: — Expense line held at FY 17 level CITY OF WATERLOO BUD Street Department Street Sweeping Program ➢ Funded by Storm Water Fund ➢ 3.5 Full Time Equivalent Manning ➢ 433 Centerline Miles of Streets swept Spring — Summer — Fall ➢ Assigned personnel also responsible for Snow and Ice Control Routing ➢ Assist as required in flood control operations ➢ Downtown area swept weekly (Sunday nights) ➢ 379 Tons of material removed from city streets last year V A, T E R L, BUD FY18 BUDGET MEETING Street Department Storm Water Fund — Activity 521-19-5500 • Street Sweeping Expense: — Expenses held at FY17 level "TY OF WATERLOO B U D Sanitation Department M AT E R L SUE Sanitation Goals and Objectives — Continue to respond to citizen calls for service as quickly as possible — Update Administrative policies and establish fine structure for non-compliance — Improve Safety related training to reduce potential employee injuries I T E R L, B U D Sanitation ➢ Funded by User Fees ➢ 1 Operations Supervisor ➢ 1 Administrative Secretary ➢ 11 Solid Waste Technicians 1 Ak T E R LOO B U D Sanitation Duties and Responsibilities ➢ Curbside garbage collection to over 35,000 residents ➢ Curbside recycle collection ➢ Curbside yard waste collection ➢ Curbside annual Christmas tree collection ➢ Coordinate satellite recycle locations ➢ Maintain yard waste site for resident drop-off ➢ Provide and coordinate Neighborhood Association Cleanups ➢ Provide and coordinate annual City -Wide Cleanup ➢ Performs both Court Ordered and Administrative Code Enforcement Cleanups at nuisance properties ➢ Provide clean-up of reported illegal dumping I iiT E R L, B U D Sanitation 525-15-5400 • Revenue: — 3614: Interest - Refer to CFO for estimate — 3721: Service Charges — Refer to CFO for estimate — 3880: Assessments — Refer to CFO for estimate CITY OF WATERLOO BUD Sanitation 525-15-5400 • Expenses: Expense line held at FY17 level with exceptions: — 1389 — Landfill fees increase to cover $2 per ton increase in per ton fee effective July 2017. ($36,000) — 1390 — Anticipated increase from recycler ($19,000) — 2117 — Increase estimated cost of new automated truck — 2152 — Original estimate of S250,000 — reduce to $100,000 — 1112 - Add seasonal/part time budget of S 18,000 for YW site Equipment Operator CITY OF WATERLOO B U D Sanitation Code Cleanups OF WATERLOO BUD F" Central Garage 117---71 -4111111.411511...111111.11111 • 301 flp,411 irl CITY 01 WATERLOO BUD" CENTRAL GARAGE GOALS AND OBJECTIVES — Work to reduce equipment downtime — Strive for Zero Defect Maintenance — Improve Safety related training to reduce potential employee injuries OF W AT E R L BUD Central Garage i Funded by General Fund ➢ 8 Full time vehicle mechanics, split over 2 work shifts to support vehicle and equipment scheduled and unscheduled repairs on over 430 vehicles and pieces of equipment. ➢1 Full time Parts Attendant/Clerk CITY OF WATERLOO B U D FY18 BUDGET MEETING Central Garage General Fund — 010-18-1405 • Expenses: — All expense lines held at FY 17 level wx r OF WATERLOO B U D FY18 BUDGET MEETING Central Garage General Fund — 010-18-1411 • Expenses: — All expense lines held at FY 17 level wx r OF WATERLOO B U D FY18 BUDGET MEETING Central Garage General Fund — 010-18-7950 • Revenue: — Revenue held at FY17 level • Expenses: — Expenses held at FY17 level CITY OF WATERLOO BUD Central Garage Responsibilities ➢ Maintain over 430 vehicles and pieces of equipment required by All City supported departments to provide expected citizen services. ➢ Establish and control city-wide fleet management; determine vehicle and equipment replacement schedules and submit recommendations for funding through the Capital Improvement Program for Equipment. Supply specifications, bid documents etc for the replacement of retired equipment. ➢ Manage fuel distribution site, utilized by all City departments as well as all Black Hawk County and Waterloo School departments 1 Ak T E R LOO B U D FY18 BUDGET MEETING Central Garage General Fund — 010-18-7952 • Revenue: — Chargeback service to supported departments — Revenues held at FY17 level T Y OF WATERLOO BUD Central Garage Additional Department Requests • Addition of one (1) full-time mechanic position — Over 2000 man-hour backlog in vehicle maintenance, primarily within the Fire fleet. — Preparation for Fire Mechanic retirement / training time to familiarize with various unique pieces of equipment. wx r OF WATERLOO BUD FY18 BUDGET MEETING Central Garage General Fund — 010-18-7955 • Revenue: — Chargeback revenues held at FY17 level • Expense: — Expenses held at FY17 level OF W AT E R L B U D FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 525 Sanitation DEPARTMENT: 15 Public Works -Sanitation ACTIVITY: 5400 Solid Waste Disposal DEPARTMENT/ACTIVITY DESCRIPTION: The Sanitation Department provides curbside collection to over 35,000 residential garbage customer accounts. Provides curbside bulk item collection and disposal. Provides Neighborhood Association cleanups. Performs collection and disposal as per orders from Code Enforcement and Court Orders for nuisance properties. Provides curbside collection and disposal of recycle items. Provides curbside collection and disposal of yard waste. Provides five (5) additional satellite drop sites for recycle collection. Maintains database information systems for all collection systems. DEPARTMENT/ACTIVITY OBJECTIVES: To continue to increase productivity, lower costs when and wherever we can, and provide good service to our citizens, ever receptive to their needs. PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018* DEPT REQUEST FYE2018 CERTIFIED FYE2018 Public Works Director 0.33 0.33 0.33 0.33 Superintendent 0 0 0 0 Operations Supervisor 0 0 1 1 Maintenance Supervisor 0 0 0 0 Administrative Secretary 0.29 1 1 1 Solid Waste Foreman 1 1 0 0 Solid Waste Technician ** 0 0 11 11 Solid Waste Operator 5 5 0 0 Waste Services Technician 6 6 0 0 Clerk I 1 0 0 0 TOTAL FULL-TIME EQUIVALENT POSITIONS 13.62 13.33 13.33 13.33 0 0 *AT CURRENT FYE17 STAFFING LEVEL ** Solid Waste Operators & Waste Services Technicians reclassified as Solid Waste Technicians effective 7-1-16. Dtpartment Budget Worksheet Daft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 525 - Sanitation Fund REVENUE Department 15 - Waste Management -Sanitation Activity 5400 - Solid Waste Disposal Use Of Money & Property 525-15-5400 3614 Interest - Savings Account 9,887.88 8,551.04 6,253.84 2,500.00 2,500.00 2,500.00 2,500.00 .00 Use Of Money & Property Totals $9,887.88 $8,551.04 $6,253.84 $2,500.00 $2,500.00 $2,500.00 $2,500.00 0.00% Federal Grants & Reirnbmsernents 525-15-5400 3345 Federal Emergency Management Agency 618.11 .00 .00 .00 .00 .00 .00 .00 Grant Federal Grants & Reimbursements Totals $618.11 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ State Government Giants 525-15-5400 3361 State Grant .00 82.41 .00 .00 .00 .00 .00 .00 State Government Grants Totals $0.00 $82.41 $0.00 $0.00 $0.00 $0.00 $0.00 +++ Shared Program - County 525-15-5400 3357 Shared Program - County 273,624.00 273,624.00 273,624,00 273,624.00 273,624.00 273,624.00 273,624.00 .00 Shared Program - County Totals $273,624.00 $273,624.00 $273,624.00 $273,624.00 $273,624.00 $273,624.00 $273,624.00 0.00% Charges for Fees & Service 525-15-5400 3113 Sales Tax Collected 1,087.13 1,125.79 334.14 1,000.00 1,000.00 1,000.00 1,000.00 .00 525-15-5400 3499 Sale of Recyclables .00 384.40 .00 3,500.00 3,500.00 3,500.00 3,500.00 .00 525-15-5400 3627 Good Faith Deposits .00 .00 1,820.00 .00 .00 .00 .00 .00 525-15-5400 3721 Service Charges 3,490,213.68 3,452,084.64 1,650,962.78 3,430,000.00 3,430,000.00 3,430,000.00 3,430,000.00 .00 Charges for Fees & Service Totals $3,491,300.81 $3,453,594.83 $1,653,116.92 $3,434,500.00 $3,434,500.00 $3,434,500.00 $3,434,500.00 0.00% Special Assessments 525-15-5400 3880 Assessment- Garbage Miscellaneous Revenue 525-15-5400 3800 525-15-5400 3871 Refunds 525-15-5400 3722 15,393.47 18,654.94 28,155.51 10,000.00 10,000.00 10,000.00 10,000.00 .00 Special Assessments Totals $15,393.47 Miscellaneous Revenue Damage Claims Miscellaneous Revenue Totals Refunds $18,654.94 $28,155.51 $10,000.00 $10,000.00 $10,000.00 $10,000.00 .00 33.73 68.59 .00 .00 .00 .00 1,540.54 .00 .00 .00 .00 .00 .00 0.00% .00 .00 $1,540.54 $33.73 $68.59 $0.00 $0.00 $0.00 $0.00 +++ 1,925.73 .00 .00 .00 .00 .00 .00 .00 Refunds Totals $1,925.73 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 +++ Run by James Slife on 01/30/2017 16:43:22 PM Page 1 of 4 G/L Account Account Description Fund 525 - Sanitation Fund REVENUE Department 15 - Waste Management -Sanitation Activity 5400 - Solid Waste Disposal Proceeds of Captai Asset Sales 525-15-5400 3498 Sale of Equipment Proceeds of Capital Asset Sales Totals Activity 5400 - Solid Waste Disposal Totals Department 15 - Waste Management -Sanitation Totals REVENUE TOTALS $3,794,993.54 $3,754,540.95 $1,961,218.86 $3,720,624.00 $3,720,624.00 $3,720,624.00 $3,720,624.00 2015 Actual Amount 703.00 Dtpartment Budget Worksheet DI aft #1 Budget Year 2018 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from Amount thru 12131/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted .00 .00 .00 .00 .00 .00 .00 $703.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $3,794,993.54 $3,754,540.95 $1,961,218.86 $3,720,624.00 $3,720,624.00 $3,720,624.00 $3,720,624.00 0.00% $3,794,993.54 $3,754,540.95 $1,961,218.86 $3,720,624.00 $3,720,624.00 $3,720,624.00 $3,720,624.00 EXPENSE Department 15 - Waste Management -Sanitation Activity 5400 Personal Services - 525-15-5400 1111 525-15-5400 1113 525-15-5400 1114 525-15-5400 1117 525-15-5400 111.8 525-15-5400 1121 525-15-5400 1122 525-15-5400 1123 525-15-5400 1128 525-15-5400 1130 525-15-5400 1131 - Solid Waste Disposal Salaries & Benefits Salaries - Regular Longevity Pay Time & Half Pay Double Time Pay Bonus Pay FICA - City Contribution IPERS - City Contribution Life & Disability Insurance Retirement Pay Employee Benefit Reimbursement Health Insurance Personal Services - Salaries & Benefits Totals Comments Account Level 644,578.98 699,290.16 356,485.65 724,830.00 724,830.00 744,140.00 744,140.00 8,938.32 9,583.63 4,724.84 10,398.00 10,398.00 9,249.00 9,249.00 60,004.34 62,769.37 25,541.11 55,000.00 55,000.00 55,000.00 55,000.00 476,20 .00 1,206.24 1,000,00 1,000.00 1,000.00 1,000.00 2,054.50 51.40 .00 1,500.00 1,500.00 1,500.00 1,500.00 54,604.94 58,220.79 29,602.09 60,779.00 60,779.00 62,161.00 62,161.00 63,654.98 68,912.48 34,644.92 70,792.00 70,792.00 72,411.00 72,411.00 3,564.30 3,925.92 1,776.71 4,045.00 4,045.00 3,598.00 3,598.00 10,202,29 .00 3,445.33 .00 .00 .00 .00 2,027.81 1,727.09 1,670.30 1,750.00 1,750.00 1,670.00 1,670.00 265,946.44 279,610.10 134,598.75 282,961.00 282,961.00 258,860.00 258,860.00 0.00% 0.00 % 2.66 (11.05) .00 .00 .00 2.27 2.28 (11,05) .00 (4.57) (8.51) $1,116,053.10 $1,184,090.94 $593,695.94 $1,213,055.00 $1,213,055.00 $1,209,589.00 $1,209,589.00 Comment Contractual Services 525-15-5400 1301 525-15-5400 1314 525-15-5400 1315 525-15-5400 1317 525-15-5400 1321 525-15-5400 1341 525-15-5400 1343 525-15-5400 1344 Temp Agency Services Health Services Educational & Training Services Audit Expense Data Processing Services Contract Carriers Postage & Mailing Expense Telephone & Fax Expense 19,026.15 1,550.20 .00 1,961.00 15,182.94 610.78 12,987.65 318.59 46,624.12 1,044.30 .00 1,897.00 17,367.38 469.55 13,549.54 346.53 27,267.48 752.00 .00 .00 8,235.16 195.65 4,837.90 304.33 55,000.00 1,000.00 500.00 2,000.00 13,650.00 950.00 18,250.00 360.00 55,000.00 1,000.00 500.00 2,000.00 13,650.00 950.00 21,000.00 360.00 55,000.00 1,000.00 500.00 2,000.00 13,650.00 950.00 21,000.00 360.00 55,000.00 1,000.00 500.00 2,000.00 13,650.00 950.00 21,000.00 360.00 (0.29%) .00 .00 .00 .00 .00 .00 .00 .00 Run by lames Slife on 01/30/2017 16:43:23 PM Page 2 of 4 Department Budget Worksheet Draft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional / Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 525 - Sanitation Fund EXPENSE Department 15 - Waste Management -Sanitation Activity 5400 - Solid Waste Disposal Contractual Services 525-15-5400 1346 Travel - Professional Training 260.00 .00 .00 1,000.00 1,000.00 1,000.00 1,000.00 .00 525-15-5400 1352 Photography & Copy Reproduction 2,536.16 .00 .00 4,200.00 4,200.00 4,200.00 4,200.00 .00 525-15-5400 1356 Uniforms & Mats - Cleaning & Rental 4,616.35 2,845.24 463.10 7,000.00 7,000.00 7,000.00 7,000.00 .00 525-15-5400 1371 Building & Grounds Maintenance 2,221.85 1,267.50 8,654.41 2,500.00 2,500.00 2,500.00 2,500.00 .00 525-15-5400 1384 Leased Equipment & Machinery .00 .00 15,600.00 15,600.00 .00 .00 .00 .00 525-15-5400 1386 Compost Grinding 22,000.00 .00 .00 .00 .00 .00 .00 .00 525-15-5400 1387 Radio & Related Equipment 2,432.19 1,867.73 68.10 1,000.00 1,000.00 1,000.00 1,000.00 .00 525-15-5400 1389 Landfill Fees 596,831.01 624,533.22 357,358.49 652,000.00 652,000.00 652,000.00 688,000.00 5.52 525-15-5400 1390 Other Contractual Services 125,864.92 126,893.12 72,499.52 146,000.00 146,000.00 146,000.00 165,000.00 13.01 525-15-5400 1391 Dues & Memberships .00 212.00 .00 500.00 500.00 500.00 500.00 .00 525-15-5400 1398 Sales Tax 1,087.13 3,905.00 327.62 1,000.00 1,000.00 1,000.00 1,000.00 .00 525-15-5400 1400 Utility Service 4,289.91 5,043.74 2,734.50 8,500.00 8,500.00 8,500.00 8,500.00 .00 Contractual Services Totals $813,776.83 $847,865.97 $499,298.26 $931,010.00 $918,160.00 $918,160.00 $973,160.00 5.99% Comments Account Level Comment 1389 Additional Dept Needs Increase due to $2 per ton landfill increase effective July 2017. ($38.25 per ton / est qty of 17,986 ton) 1390 Additional Dept Needs Anticipated price Increase from recycling provider. Commodities 525-15-5400 1511 Concrete & Aggregates .00 .00 968.77 .00 .00 .00 .00 .00 525-15-5400 1513 Chemicals & Gases .00 .00 .00 100.00 100.00 100.00 100.00 .00 525-15-5400 1516 Minor Computer Equipment 691.83 .00 .00 1,000.00 1,000.00 1,000.00 1,000.00 .00 525-15-5400 1533 Fuel Expense 158,753.15 101,423.91 61,079.79 137,000.00 137,000.00 137,000.00 137,000.00 .00 525-15-5400 1535 Hardware Items 376.94 237.42 106.14 350.00 350.00 350.00 350.00 .00 525-15-5400 1541 Janitorial Supplies 1,047.88 1,263.24 557.80 1,000.00 1,000.00 1,000.00 1,000.00 .00 525-15-5400 1547 Oils & Greases 17,149.59 20,028.12 10,437.62 17,500.00 17,500.00 17,500.00 17,500.00 .00 525-15-5400 1555 Minor Equipment & Supplies 1,065.20 1,521.77 838.52 3,250.00 750.00 750.00 750.00 .00 525-15-5400 1561 Office Supplies & Minor Equipment 2,371.39 4,100.42 2,620.44 2,750.00 2,500.00 2,500.00 2,500.00 .00 525-15-5400 1569 Vehicle Replacement Parts 203,081.58 198,172,16 151,800.94 185,000.00 185,000.00 185,000.00 185,000.00 .00 525-15-5400 1571 Machinery & Equipment Replacement Parts 10,602.67 .00 .00 5,400,00 21,000.00 21,000.00 21,000.00 .00 525-15-5400 1573 Safety & Protective Equipment 2,317.58 3,924.91 1,042.59 2,500.00 2,500.00 2,500.00 2,500.00 .00 525-15-5400 1579 Uniforms 436.35 1,648.96 .00 700.00 700.00 700.00 700.00 .00 525-15-5400 1596 Refuse & Yard Waste Containers 125,381.57 144,747.83 67,565.28 129,000.00 120,000.00 120,000.00 120,000.00 .00 525-15-5400 1785 Refund Payments 6,595.41 2,960.93 1,098.26 5,000.00 5,000.00 5,000.00 5,000.00 .00 Commodities Totals $529,871.14 $480,029.67 $298,116.15 $490,550.00 $494,400.00 $494,400.00 $494,400.00 0.00% Run by James Slife on 01/30/2017 16:43:23 PM Page 3 of 4 Department Budget Worksheet Di aft #1 Budget Year 2018 2015 Actual 2016 Actual 2017 Actual Amt 2017 Amended 2017 Adopted 2018 Additional % Change from G/L Account Account Description Amount Amount thru 12/31/16 Budget Budget 2018 Base Level Dept Needs 2017 Adopted Fund 525 - Sanitation Fund EXPENSE Department 15 - Waste Management -Sanitation Activity 5400 - Solid Waste Disposal Capital Outlay 525-15-5400 2110 Machinery & Equipment 219,265.00 31,833.09 .00 101,000.00 110,000.00 110,000.00 85,000.00 (22.72) 525-15-5400 2117 Motor Vehicles & Equipment 285,054.50 409,671.91 .00 233,000.00 233,000.00 233,000.00 240,000.00 3.00 525-15-5400 2152 Building Improvements .00 15,350.00 4,345.00 175,000.00 175,000.00 175,000.00 250,000.00 42.85 Capital Outlay Totals $504,319.50 $456,855.00 $4,345.00 $509,000.00 $518,000.00 $518,000.00 $575,000.00 11.00% Comments Account Level Comment 2110 Additional Dept Needs Compost site tractor and screener brushes, 2117 Additional Dept Needs Replacement automated truck. 2152 Additional Dept Needs Pole building for equipment storage at compost facility. Activity 5400 - Solid Waste Disposal Totals Department 15 - Waste Management -Sanitation Totals EXPENSE TOTALS $2,964,020.57 $2,968,841.58 $1,395,455.35 $3,143,615.00 $3,143,615.00 $3,140,149.00 $3,252,149.00 3.45% $2,964,020.57 $2,968,841.58 $1,395,455.35 $3,143,615.00 $3,143,615.00 $3,140,149.00 $3,252,149.00 3.45% $2,964,020.57 $2,968,841.58 $1,395,455.35 $3,143,615.00 $3,143,615.00 $3,140,149.00 $3,252,149.00 3.45% Fund 525 - Sanitation Fund Totals REVENUE TOTALS $3,794,993.54 $3,754,540.95 $1,961,218.86 $3,720,624.00 $3,720,624.00 $3,720,624.00 $3,720,624.00 0.00% EXPENSE TOTALS $2,964,020.57 $2,968,841.58 $1,395,455.35 $3,143,615.00 $3,143,615.00 $3,140,149,00 $3,252,149.00 3.45% Fund 525 - Sanitation Fund Totals $830,972.97 $785,699.37 $565,763.51 $577,009.00 $577,009.00 $580,475.00 $468,475.00 (18.81%) Net Grand Totals REVENUE GRAND TOTALS $3,794,993.54 $3,754,540.95 $1,961,218.86 $3,720,624.00 $3,720,624.00 $3,720,624.00 $3,720,624.00 0.00% EXPENSE GRAND TOTALS $2,964,020.57 $2,968,841.58 $1,395,455.35 $3,143,615.00 $3,143,615.00 $3,140,149.00 $3,252,149.00 3.45% Net Grand Totals $830,972.97 $785,699.37 $565,763.51 $577,009.00 $577,009.00 $580,475.00 $468,475.00 (18.81%) Run by James Slife on 01/30/2017 16:43:23 PM Page 4 of 4 FYE2018 BUDGET ACTIVITY NARRATIVE FUND: 525 Sanitation DEPARTMENT: 15 Waste Mgmt-Sanitation ACTIVITY: 5402 Sanitation Chargebacks DEPARTMENT/ACTIVITY DESCRIPTION: This activity reflects the amount paid by the Sanitation Fund for services received from the City Clerk, Finance, Human Resources, Management Information Services and the Central Garage. DEPARTMENT/ACTIVITY OBJECTIVES: PERSONNEL SUMMARY: FULL-TIME EQUIVALENT POSITIONS: CERTIFIED FYE2015 CERTIFIED FYE2016 CERTIFIED FYE2017 PROPOSED FYE2018 * DEPT REQUEST FYE2018 CERTIFIED FYE2018 TOTAL FULL-TIME EQUIVALENT POSITIONS 0 0 0 0 0 0 AT CURRENT FYE17 STAFFING LEVEL G/L Account Account Description Fund 525 - sanitation Fund EXPENSE Department 15 - Waste Management -Sanitation Activity 5402 - Sanitation Chargebaeks Contractual Services 525-15-5402 1405 Service From Clerk/Finance Service From Human Resources 525-15-5402 1407 525-15-5402 1408 525-15-5402 1410 525-15-5402 1413 2015 Actual Amount Department Budget Worksheet Draft # 1 Budget Year 2018 2016 Actual 2017 Actual Amt Amount Thru 12/31/16 Service From Central Garage Service From Parks Dept Service From Health/Sanitation Contractual Services Totals Activity 5402 - Sanitation Chargebacks Totals Department 15 - Waste Management -Sanitation Totals EXPENSE TOTALS Fund Fund 525 - Sanitation Fund Totals EXPENSE TOTALS 525 - Sanitation Fund Totals Net Grand Totals REVENUE GRAND TOTALS EXPENSE GRAND TOTALS Net Grand Totals 127,500.00 9,000.00 190,000.00 50,000.00 75,000.00 127,500.00 9,000.00 190,000.00 50,000.00 75,000.00 .00 .00 .00 .00 .00 2017 Amended 2017 Adopted 2018 Additional % Change from Budget Budget 2018 Base Level Dept Needs 2017 Adopted 127,500.00 9,000.00 190,000.00 50,000.00 75,000.00 127,500.00 9,000.00 190,000.00 50,000.00 75,000.00 127,500.00 9,000.00 190,000.00 50,000.00 75,000.00 127,500.00 9,000.00 190,000.00 50,000.00 75,000.00 $451,500.00 $451,500.00 $0.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 .00 .00 .00 .00 .00 0.00% $451,500.00 $451,500.00 $0.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 0.00% $451,500.00 $451,500.00 $0.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 0.00% $451,500.00 $451,500.00 $0.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 $0.00 $451,500.00 $451,500.00 $451,500.00 $451,500.00 0.00% 0.00% ($451,500.00) ($451,500.00) $0.00 ($451,500.00) ($451,500.00) ($451,500.00) ($451,500.00) $0.00 451,500.00 $0.00 $451,500.00 $0.00 $0.00 $0.00 $451,500.00 $0.00 451,500.00 $0.00 451,500.00 $0.00 451,500.00 ($451,500.00) ($451,500.00) $0.00 ($451,500.00) (.451,500.00) ($451,500.00) ($451,500.00) 0.00% 0.00% 0.00% Run by Michelle Weidner on 02/13/2017 10:05:37 AM Page 1 of 1