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HomeMy WebLinkAboutCity Council Committees - Operations - 08/18/2015 (3) Operations Committee Agenda Councilmembers: Bill Boyce - Dana Ralph - Les Thomas, Chair August 18, 2015 4 p.m. Item Description Action Speaker Time Page 1. Call to order Chair Thomas 1 2. Roll Call Chair Thomas 1 3. Changes to the Agenda Chair Thomas 1 4. Approval of Check Summary Reports dated YES Chair Thomas 2 7/1/2015thru 7/15/2015 and 7/16/2015 thru 7/31/2015 5. Approval of Minutes dated July 21, 2015 YES Chair Thomas 2 1 6. New Position for the City of Kent YES Aaron BeMiller 5 3 Classification/Position List 7. 2008A Bond Proceeds NO Aaron BeMiller 5 9 8. LID Fund NO Aaron BeMiller 5 11 9. WASPC Accreditation and Evidence Room NO Chief Ken 10 N/A (verbal only item) Thomas Unless otherwise noted, the Operations Committee meets at 4 p.m. on the first and third Tuesday of each month in Kent City Hall, Council Chambers East, 220 41h Ave S, Kent, 98032. For additional information please contact Jennifer Hays at 253-856-5705. Any person requiring a disability accommodation should contact the City Clerk's Office at 253-856-5725 in advance. For TDD relay service call Washington Telecommunications Relay Service at 1-800-833-6388. This page intentionally left blank 1 �r KEN7 q OPERATIONS COMMITTEE MINUTES July 21, 2015 Committee Members Present: Dana Ralph and Bill Boyce. Les Thomas, Chair, excused absence. The meeting was called to order by Dana Ralph at 4:02 p.m. 1. ROLL CALL 2. CHANGE TO AGENDA. No Changes to agenda. 3. APPROVAL OF THE CHECK SUMMARY REPORTS DATED 6/1/2015 THROUGH 6/15/2015 AND 6/16/2015 THROUGH 6/30/2015. B. Boyce moved to approve the check summary report dated 6/1/2015 through 6/15/2015. D. Ralph seconded the motion, which passed 2-0. B. Boyce moved to approve the check summary report dated 6/16/2015 through 6/30/2015. D. Ralph seconded the motion, which passed 2-0. 4. APPROVAL OF MINUTES DATED JUNE 16, 2015. B. Boyce moved to approve the Operations Committee minutes dated June 16, 2015. D. Ralph seconded the motion, which passed 2-0. S. 2015 PROPERTY INSURANCE PROGRAM REVIEW. Risk Manager Chris Hills provided a summary of the City's property premiums for the past couple of years and going forward to 2017. Without any regional natural disasters the past couple of years, the City will be getting an 8.3 percent premium decrease. Additionally, he was able to negotiate an increase in earthquake and flood damage coverage from $50M to an astounding $75M for all city buildings with the exception of the ShoWare Center on which coverage remains at $5M. As the levees continue to be improved, it is the City's hope the property ShoWare sits on can be rezoned to a higher rating for better earthquake and flooding coverage purposes. The property insurance premium Mr. Hills negotiated includes a fixed cost for the 2016 — 2017 budgets. 6. RESOLUTION FOR A GRANT APPLICATION TO THE RECREATION AND CONSERVATION OFFICE FOR TURF RENOVATION AT HOGAN PARK FIELD — RECOMMEND ADOPTION. Parks and Recreation Director Jeff Watling requested authorization to submit a $250K grant application to the Recreation and Conservation Office (RCO) Youth Athletic Facilities program to fund the conversion of Hogan Park Baseball Field #1 to a synthetic turf, multi-use field. The year-round field would support baseball, softball, soccer, lacrosse, and flag football. It would make Hogan Park the second city park to have synthetic turf fields, and will provide greater insurance against inclement weather, thus 2 Operations Committee Minutes July 21, 2015 Page: 2 improving Kent's ability to attract tournaments that provide an economic boost to Kent. Mr. Watling explained that although Wilson playfield's turf product has performed great, Parks staff will review other products that are available at this time. Through the State budget process the City was awarded $500K for three separate park reinvestments. As a significant reinvestment for Hogan Park field, the total cost of the project will be approximately $2M. The two other projects that fall under the State grant are dock replacement at Lake Meridian, and Morrill Meadows Park expansion for a possible future recreational facility. B. Boyce moved to recommend council adopt the resolution authorizing the submittal of a grant application to the Recreation and Conservation Office, to assist in funding the conversion of Hogan Park baseball field number one to a synthetic turf, multi-use field. D. Ralph seconded the motion,which passed 2-0. 7. 2015 LTGO REFUNDING BONDS Finance Director Aaron BeMiller reported that staff has been working with the City's financial advisor, Piper ]affray & Co, and Bond Counsel, Pacifica Law Group, on refunding the 2006 and 2008A General Obligations bonds. For maximum flexibility, the City has included the 2008A series in this refunding ordinance, however, it is unlikely that market conditions will exist in which the City will refund the 2008A series in 2015. Though included in this refunding Ordinance, the City is in no way obligated to refund these bonds if it is not deemed desirable to do so. The principal balance remaining on the 2006 bonds is $9.4M and $19.995M on the 2008A bonds. Although this passed unanimously by Committee, a request was made that this be placed on the next Council agenda under "Other Business". B. Boyce moved to recommend Council adopt an Ordinance providing for the issuance of one or more series of limited tax general obligation refunding bonds of the City in the aggregate principal amount of not to exceed $30,000,000 to refund certain outstanding limited tax general obligation bonds of the City and to pay costs of issuing the bonds; providing the form and terms of the bonds; and delegating the authority to approve the final terms of the bonds. D. Ralph seconded the motion, which passed 2-0. S. MAY FINANCIAL REPORT Mr. BeMiller informed members that May's numbers look good which align with how April's numbers looked. The meeting was adjourned at 4:32 p.m. by D. Ralph. Jennifer Hays Operations Committee Secretary 3 FINANCE � Aaron BeMiller, Director �^ Phone: 253-856-5260 Fax 253-856-6255 Address: 220 Fourth Avenue S. Kent,WA. 98032-5895 DATE: August 18, 2015 TO: Kent City Council Operations Committee FROM: Aaron BeMiller, Finance Director SUBJECT: New Accountant Position Title for City of Kent MOTION: Authorize the Mayor to create an Accountant position title and add such position to the City's approved classification/position list at the salary range of AF34. SUMMARY: The City's Finance Department and Human Resources Department have worked together to create a new position for the City of Kent. The Finance Department currently has a Senior Accountant position whom is responsible for a significant body of work including, but not limited to, the production of the City's Comprehensive Annual Financial Report (CAFR), coordinates the City's year-end process, serves as the liaison with the State Auditor's Office, and interprets and implements new GASB (Governmental Accounting Standards Board) pronouncements. To better organize work and improve efficiency, the Finance Department is requesting a new Accountant position which will work closely with the Senior Accountant. The result of the new position will be that some duties of the Senior Accountant will be able to be shifted to this new position creating better workflow and fewer bottlenecks especially during year-end and CAFR preparation. Additionally, by working closely with our Senior Accountant, this position will gain complex governmental accounting knowledge and experience necessary for the continuation of services during any vacancy in the Senior Accountant position. BUDGET IMPACT: There is no change in total FTE for the department; we have converted an AF30, Finance Analyst, to this Accountant position at AF34. The budgetary impact of this change, using the mid-range between an AF30 and AF34, is $6,260 annually. BACKGROUND: The job description of the requested position is included. Kent Council Operations Committee Consolidating Budget Adjustment 4 CITY OF KENT POSITION DESCRIPTION Position Inventory Number: 10071 Classification Specification: Accountant Salary Range: AF 34 Position Description (Working Title): Accountant Incumbent: Vacant Location: Finance Department GENERAL PURPOSE: Under the direction of the Accounting & Reporting Manager or designee, incumbent is responsible for performing professional accounting work requiring the application of generally accepted accounting principles (GAAP) to a wide variety of difficult and moderately complex accounting problems in accordance with established principles, theories, concepts, and practices. Work is characterized by senior professional analysis and technical accounting duties and responsibilities requiring a significant level of accuracy while maintaining critical timelines. Duties include, but are not limited to facilitation of the month-end and assisting with year-end closing process, preparation of complex financial reports, review and analysis of accounting systems; and providing technical assistance to staff and customers. Work is performed under limited supervision. Supervisor or designee sets the overall objectives and resources available. Supervisor or designee work together with incumbent to develop deadlines for project work to be completed. Incumbent is frequently required to work under pressure to meet deadlines. Supervisor or designee assists employee with unusual situations, which do not have clear objectives or precedents. Work is evaluated for technical soundness, accuracy and conformity to practice and policy. ESSENTIAL DUTIES AND RESPONSIBILITIES: Assist Senior Accountant with preparation of Comprehensive Annual Financial Report (CAFR). Prepares statements, notes, statistical information, and schedules for the CAFR) Coordinates with Senior Accountant in the year end closing process, including the preparation, tracking, monitoring and coordination of year end journal entries. 5 Assure compliance with Generally Accepted Accounting Principles for municipal enterprises and governments, city ordinances and policies, local, state and federal laws.) Facilitate the month end closing process. This will include review, preparation and posting of month end journal entries, as well as tracking, monitoring and coordinating other department's month end processes. Maintain and track City-wide capital assets through the financial system and Capital Asset system. This includes regular updates to the systems as assets are purchased and disposed of. Prepare and/or audit various financial reports for the City. Perform a variety of professional accounting duties such as account analysis and reconciliation. Under the direction of Accounting & Reporting Manager and/or Senior Accountant, assist in Debt portfolio maintenance. Analyze accounting systems and make recommendations for the development and modification of existing systems to improve procedures and ensure conformity to policy and accounting principles. Maintain a variety of accounts; prepare financial reports and statements in accordance with federal, state, and local requirements. Provides technical assistance and training to departments in accounting related matters including GAAP and in the use of the City's financial system). Train employees as required. Actively support the vision, mission, values and behavior statements of the department and the City. PERIPHERAL DUTIES: Perform a variety of related accounting and administrative support functions as required. Perform related duties as assigned. KNOWLEDGE, SKILLS AND ABILITIES: KNOWLEDGE OF: Generally Accepted Accounting Principles (GAAP) 6 • Generally Accepted Audit Standards (GAAS) • Government Accounting Standard Board Statements (GASB) • Budgeting, Accounting and Reporting System (BARS) • Municipal government policies, procedures, structure, applicable local, state and federal laws, codes, regulations and ordinances. • Internal & operational control concepts, techniques and relationships • Principles and practices of governmental budgeting and accounting procedures and practices. • Current office practices, including PC and related software (Excel and Word in Windows environment)(. • Correct usage of English grammar, spelling, punctuation and vocabulary • Research and analysis methods and techniques. SKILLED IN: • The use of systems software, spreadsheet software and computers to develop complex spreadsheets to conduct financial analysis. • Analyzing and understanding complex financial and related data; identifying and describing current and emerging trends. • Communicating effectively both orally and in writing • Using effective interpersonal skills in a tactful, patient and courteous manner. • Speaking effectively and presenting financial information before groups of outside individuals and City employees, managers or officials. ABILITY TO: • Work effectively on several projects concurrently • Perform a wide variety of professional accounting duties • Establish and maintain trust, confidence and effective working relationships with co-workers, supervisors, and employees • Work confidentially with discretion • Meet schedules and time lines • Work independently with little direction • Define problems, collect data, establish facts and draw valid conclusions; apply common sense understanding to solve practical and complex problems; and deal with a variety of variables in situations where only limited standardization exists. • Read, interpret, apply and explain codes, rules, regulations, policies and procedures • Plan and organize work to meet schedule and timelines EDUCATION AND EXPERIENCE REQUIRED: Education: Bachelor's degree in Finance, Accounting, Economics or closely related field; and Experience: Two (2) years of professional level accounting experience in municipal or government accounting, including analysis of complex financial data. Professional level municipal accounting highly desired. 7 Or: In place of the above requirements, the incumbent may possess any combination of relevant education and experience which would demonstrate the individual's knowledge, skill and ability to perform the essential duties and responsibilities listed above. LICENSES AND OTHER REQUIREMENTS: Certified Public Accountant (CPA) or Certified Management Accountant (CMA), preferred Must have experience in complex financial accounting MACHINES, TOOLS AND EQUIPMENT USED: Typical business office machinery and equipment used include, but are not limited to, personal computer including spreadsheet, database, and word processing software, printers, telephone, fax machine, copy machine, calculator, and typewriter. PHYSICAL DEMANDS: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk and hear. The employee is frequently required to type on a keyboard. The employee is occasionally required to stand; walk; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 30 pounds. Specific vision abilities required by this job include close, distance, color, and peripheral vision; depth perception; and ability to adjust focus. WORKING CONDITIONS: Work is performed in a typical office environment, subject to multiple interruptions by other employees, phones and interoffice activities. While performing the duties of this job, the employee may be exposed to individuals who are difficult, irate or hostile. The noise level in the work environment is usually moderate. SIGNATURES: 8 Incumbent's Signature Date Supervisor's Signature Date Approval: Department Director/Designee Date Human Resources Director/Designee Date "Note: This document will be reviewed and updated annually at the time of the employee's performance appraisal; when this position becomes vacant; or, if the duties of this position are changed significantly. Revised: 6/19/2015 9 FINANCE Aaron BeMiller, Director • Phone: 253-856-5260 '�✓" T �4 Fax 253-856-6255 WxLril < Yl u Address: 220 Fourth Avenue S. Kent,WA. 98032-5895 DATE: August 18, 2015 TO: Kent City Council Operations Committee FROM: Aaron BeMiller, Finance Director SUBJECT: 2008A Bond Proceeds MOTION: NO MOTION REQUIRED; DISCUSSION ONLY. SUMMARY: The City sold bonds in the amount of $24,000,000 in 2008 to fund a variety of projects. Those projects include improvements at the ShoWare Center, the IT Technology Plan, upgrades to the Municipal Court, sidewalk renovations, street improvements, and the East Hill Operations Center. Finance will be discussing the remaining balance available from those bonds and our recommendation of the best course of action moving forward. BUDGET IMPACT: There is no expected budget impact. BACKGROUND: N/A Kent Council Operations Committee Consolidating Budget Adjustment 10 This page intentionally left blank 11 FINANCE Aaron BeMiller, Director Phone: 253-856-5260 �rri0' - T �.rNt,yaa Fax 253-856-6255 Wnftw� �lnY I r Address: 220 Fourth Avenue S. Kent,WA. 98032-5895 DATE: August 18, 2015 TO: Kent City Council Operations Committee FROM: Aaron BeMiller, Finance Director SUBJECT: LID (Local Improvement District) Fund MOTION: NO MOTION REQUIRED; DISCUSSION ONLY. SUMMARY: The City's LID (Local Improvement District) Fund is used to record any special assessments resulting from the formation of an LID for a specific project. Finance will discuss the City's current accounting practice related to LID projects and bond payments. BUDGET IMPACT: Finance will include a budget increase for the LID fund in the 3rd quarter supplemental budget adjustment. This increase is necessary for the City to move the Street Operating monies back into the Street Operating Fund. BACKGROUND: N/A Kent Council Operations Committee Consolidating Budget Adjustment