Management & Budget Anchorage: Performance. Value. Results.

Similar documents
Municipality of Anchorage

2013 Proposed General Government Operating Budget GLOSSARY. Glossary - 1

Municipal Budget Process

Citizen Budget Budget Consultation Online Summary Report. November 25, Overview:

Glossary of Terms. Anchorage Municipal Employee Association, Inc. A change to a budget that is made after the budget has been proposed.

Municipality of Anchorage

2016 Proposed General Government Operating Budget

Municipality of Anchorage

General Government Operating Budget

2013 Approved General Government Operating Budget. Municipality of Anchorage. Finance 9-1

GUIDE TO THE OPERATING BUDGET

GENERAL FUND REVENUES BY SOURCE

MUNICIPAL UTILITIES 2002 APPROVED OPERATING AND CAPITAL IMPROVEMENT BUDGETS APPROVED CAPITAL IMPROVEMENT PROGRAM

Chief Fiscal Officer

Municipality of Anchorage

Appendix T. Financial Policies

Budget Initial Public Forum FY Town of Chapel Hill 405 Martin Luther King Jr. Blvd.

CITY OF FARGO, NORTH DAKOTA. Comprehensive Annual Financial Report.

Municipality of Anchorage. Finance

Budget Terms and Concepts

High school diploma or G.E.D., and 3 years of experience is required.

Internal Audit. Internal Audit 13-1

REQUEST FOR PROPOSAL FOR AUDIT SERVICES

APPROVED OPERATING BUDGET FOR FISCAL YEAR 2015 AND FIVE-YEAR CAPITAL IMPROVEMENT PLAN FOR FISCAL YEAR

February 18, Internal Audit Report Special Assessments Anchorage Water and Wastewater Utility

Rapid City. Citizen Budget Priority Survey. February 2018

REQUEST FOR PROPOSALS FOR AUDIT SERVICES (BID NUMBER) TOWN OF TYRONE TOWN COUNCIL TOWN OF TYRONE, GEORGIA

AUDIT SERVICES & CAFR PREPARATION

PROPERTY ASSESSMENT AND TAXATION

A loyal three made stronger in one. Loyalist Township Strategic Plan ( )

City of Lompoc, California. Financial Statements. Year Ended June 30, 2015

JOB DESCRIPTION. City Administrator

TOWN OF EMERALD ISLE FISCAL POLICY

Department Budget Overview 2011 General Government Operating Budget

Comptroller Summary. Comptroller. Original Adjusted % Change % Change. FY 16 FY 17 FY 17 FY 18 Orig. FY 17 Adj. FY 17

Request for Proposal Auditing Services

CITIZEN PERSPECTIVE Citizen Survey. Survey conducted by Prairie Research Associates May 2017

F Y 2017 BUDGET F Y C I P

F Ý ½ Y Ù 2018 BUDGET. Ä F ò -Y Ù C Ö ã ½ IÃÖÙÊò Ã Äã P½ Ä

PROPERTY ASSESSMENT AND TAXATION

The MOA will continue its discussion with the Anchorage School District to develop a shared services program.

Georgia Studies. Unit 8 Local Governments. Lesson 5 Local Governments. Study Presentation

Expenditures & Revenue Summary by Category

Request for Proposals for Auditing Services

Request for Proposals Independent Audit Services

Five-Year Financial Forecast FY

Budget 2015 Engagement. Nov. 24, 2014

PALM BEACH COUNTY CAPITAL IMPROVEMENT PROGRAM

Utility/Enterprise Budget Process and Procedures

CEO MANAGEMENT ANALYST III $131,742 $145,251

CITY OF POWDER SPRINGS REQUEST FOR PROPOSALS FOR AUDIT SERVICES

BETTY T. YEE California State Controller

REQUEST FOR PROPOSAL BROKERAGE SERVICES FOR HEALTH INSURANCE AND EMPLOYEE BENEFITS

Emergency Management Division Municipal Manager Department Anchorage: Performance. Value. Results.

REPORT TO THE CHIEF ADMINISTRATIVE OFFICER FROM THE FINANCE DEPARTMENT

FY Annual Budget: Mobility Solutions, Infrastructure, & Sustainability

CITY OF ALAMOSA 300 HUNT AVE ALAMOSA, CO 81101

Quarterly Financial Report. Reporting financial results for the first quarter ended September 30, 2014

IMAGINE ONE AUSTIN. City of Austin Budget 101. July 7, 2014

City of Margate Strategic Plan FY 2018 FY 2022

ANCHORAGE, ALASKA AO No

THE CORPORATION OF THE VILLAGE OF LUMBY

Queen Creek Annual Budget Organizational Structure

2016 Approved General Government Operating Budget. Internal Audit. Internal Audit IA - 1

05/25/2018 5:00 p.m. Central Standard Time ( CST ) - Deadline for inquiries. All questions must be submitted in writing.

BASIC FINANCIAL STATEMENTS, MANAGEMENT DISCUSSION AND ANALYSIS, AND REQUIRED SUPPLEMENTAL INFORMATION

CITY OF MIAMI INTER OFFICE MEMORANDUM. TO: Honorable Mayor and Members DATE: May 23, 2016 of the City Commission

Professional Auditing Services

2018 Spring Pulse Survey Overview

ROY CITY SURVEY PRESENTATION A COLLABORATION BETWEEN CENTER FOR COMMUNITY ENGAGED LEARNING AND ROY CITY.

Leadership Laguna SESSION ONE: GENERAL GOVERNMENT OVERVIEW

THE CITY OF HAZELWOOD, MISSOURI REQUEST FOR PROPOSAL FOR AUDIT SERVICES FOR FISCAL YEARS

GFOA Distinguished Budget Award Best Practices

CLERK OF THE CIRCUIT COURT MONROE COUNTY BRANCH OFFICE

SUMMARY OF SERVICES BY STRATEGIC PRIORITY

Table of Contents. Transmittal... i Introduction Executive Overview...1 Organization Chart...7. Community Profile...8. GFOA Budget Award...

Public Finance & Investments Division Finance Department Anchorage: Performance. Value. Results.

Budget Initial Public Forum FY16-17 February 22, Town of Chapel Hill 405 Martin Luther King Jr. Blvd.

CITY OF ROLLING HILLS, CA

MONROE COUNTY, FLORIDA COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2011 INTRODUCTORY SECTION

CITY OF TAMARAC, FLORIDA ORDINANCE NO. O

Annual Budget Process Survey

PESO C.D. No RESOLUTION

FINANCIAL SUMMARIES. Department Summary By Source of Funds Department Summary By Source of Funds

Citizen Satisfaction Survey Data

SUMMARY OF SERVICES BY STRATEGIC PRIORITY

In short, the 2019 Proposed Budget addresses our current responsibilities and paves the way to a strong, sustainable fiscal future for the MOA.

REQUEST FOR PROPOSALS

ORGANIZATION OF PASCO COUNTY

City of Beverly Hills Beverly Hills, CA

Capital Overview. Capital projects also include purchase of infrastructure, plant, and equipment that meet the following thresholds:

GUIDE TO THE OPERATING BUDGET

Economic & Community Development

APPENDICES TABLE OF CONTENTS. A Direct Cost by Expenditure Type A-1. B Overhead Charges by Fund B-1

Purchasing Chief Fiscal Officer Purchasing

City Manager E. Alameda Parkway, Aurora, CO 80012

Outcome-Based Budgeting Process

Integrity Innovation Accountability Commitment to Excellence Teamwork. FY 2019 Proposed Budget

TOWN OF NEWPORT NORTH CAROLINA ANNUAL FINANCIAL REPORT

2017 Quality of Life and Citizen Satisfaction Survey

Transcription:

Management & Budget Anchorage: Performance. Value. Results. Mission Implementation of sound fiscal and management policies through development and administration of municipal budgets Core Services Administer development, implementation, and monitoring of the general government and utility operating and capital budgets Establish and enforce policy for budget documentation format and content Review and process budget transfers, Assembly documentation, project set-up forms, grant-related documentation, and personnel changes Facilitate a city-wide performance measure/accountability program Accomplishment Goals Improve the quality of budget-related information provided citizens and decisionmakers by attaining the Distinguished Budget Presentation Award from Government Finance Officers Association (GFOA) by 2012 and in each successive year. Improve accuracy of Assembly documents prepared by departments Implement the Mayor s Performance. Value. Results performance-based management initiative Improve departments understanding of Intra-governmental charge (IGC) system Ensure departments are satisfactorily served Performance Measures Progress in achieving goals will be measured by: Measure #1: Receipt of Government Finance Officers Association (GFOA) Budget Award in 2018. Office of Management and Budget submitted the 2018 approved budget to GFOA in February for evaluation in meeting the Distinguished Budget Presentation criteria. As of April 2018 we are awaiting GFOA s decision.

Measure #2: Percent of department-prepared Assembly documents rejected due to formatting and accounting errors. Year to Date Change in Percent of Rejected PACE Documents Department 2015 Rec'd 2015 2015 Total % 2016 Rec'd 2016 2016 Total % 2017 Rec'd 2017 2017 Total % 2018 1st Qtr # Rec'd 2018 1st Qtr # 2018 1st Qtr % AWWU 4 1 25% 9 2 22% 13-0% 1-0% Chief Fiscal Officer 23 7 30% 2-0% 10-0% 3-0% Development Services 41 7 17% - - 0% 1-0% 2 1 50% Economic & Community Development - - - 0% 8 3 0% 5-0% Employee Relations 2-0% 5-0% 14-0% 6-0% Finance 10 3 30% 21 1 5% 11 1 9% 1-0% Fire 10 1 10% 6-0% 7-0% - - 0% Health 32 8 25% 40 8 20% 35 7 20% 8 1 13% Information Technology 1 1 100% 1-0% 5 1 20% - - 0% Internal Audit - - 0% - - 0% - - 0% - - 0% Library 18 6 33% 18 1 6% 24 4 17% 2-0% Maintenance & Operations - 0% 9 2 0% 6 3 50% Management & Budget 48 3 6% 34 2 6% 29 4 14% 2-0% Mayor 3-0% 6 1 17% 6 1 17% - - 0% Merrill Field Airport 5 3 60% 9-0% 4-0% 2-0% Municipal Attorney 1-0% 14-0% 7-0% 2-0% Municipal Light & Pow er 3-0% 2-0% 5 1 20% 2-0% Municipal Manager 9 1 11% 2-0% 4-0% 2-0% Parks & Recreation 21 6 29% 13 5 38% 19 5 26% 3 1 33% Planning 14 2 14% 21 3 14% 29 2 7% 7 2 29% Police 14 2 14% 17 4 24% 25 9 36% 5-0% Port 4-0% 1-0% 4 1 25% - - 0% Project Management & Engineering - 7 2 29% 18 2 11% 4-0% Public Transportation 25 8 32% 16-0% 18 4 22% 3 2 67% Public Works Administration 57 20 35% 26 7 27% 20 6 30% 3-0% Purchasing - - 0% - - 0% - - 0% - - 0% Real Estate 41 8 20% 41 7 17% 43 4 9% 10 1 10% Solid Waste Services - - 0% 2-0% 4 1 25% - - 0% Traffic - 0-0% 8 1 0% 1-0% Totals 386 87 23% 345 53 15% 380 59 16% 80 11 14%

Measure #3: Department performance measures that are reporting data. Departments Total Measures Data Reported No Data % Data Reported Date Anchorage Water & Wastewater 6 0.00% Development Services 12 12 100.00% 4/24/2018 Employee Relations 9 X 0.00% Equal Rights Commission 4 4 100.00% 4/13/18 Finance Controller 4 X 0.00% Payroll 1 X 0.00% Property Appraisal 3 3 100.00% 4/4/2018 Public Finance 4 4 100.00% 4/5/2018 Treasury 9 X 0.00% Fire 6 6 100.00% 4/17/2018 Health & Human Services 7 7 100.00% 4/26/2018 Information Technology 9 X 0.00% Internal Audit 4 4 100.00% 4/10/2018 Library 6 6 100.00% 4/27/2018 Maintenance & Operations 9 X 0.00% Management & Budget 5 5 100.00% 4/27/2018 Merrill Field Airport 6 6 100.00% 4/26/2018 Municipal Attorney 16 16 100.00% 4/12/2018 Municipal Light & Power 9 9 100.00% 4/19/2018 Municipal Manager Emergency Mgmt - annual rpts Equal Opportunity 1 X 0.00% Risk Management 2 X 0.00% Transportation Inspection 2 2 100.00% 4/16/2018 Parks & Recreation 10 X 0.00% Planning 5 X 0.00% Police 11 11 100.00% 4/10/2018 Port 3 X 0.00% Project Mgmt & Engineering 6 X 0.00% Public Transportation 9 9 100.00% 4/26/2018 Purchasing 3 3 100.00% 4/27/2018 Real Estate 5 5 100.00% 4/23/2018 Solid Waste Services 3 X 0.00% Traffic 3 X 0.00% End-of-year is not completed at this time which is a contributing factor for some departments not submitting their performance measures.

Measure #4: Percent of departments that provide a satisfactory rating regarding timeliness, responsiveness, helpfulness. 1 Please rate the following aspects of our work Strongly Strongly Agree Agree Neutral Disagree Disagree Total OMB clearly communicates its directions, expectations, and time lines 8 28.57% 13 46.43% 3 10.71% 2 7.14% 2 7.14% 28 Turnaround time on documents is timely OMB team is knowledgeable and helpful 6 21.43% 13 46.43% 4 14.29% 4 14.29% 1 3.57% 28 13 46.43% 10 35.71% 2 7.14% 0 0.00% 3 10.71% 28 OMB responsiveness to questions or issues is handled quickly and efficiently 8 28.57% 7 25.00% 7 25.00% 4 14.29% 2 7.14% 28 Training and reference materials provided by OMB are useful and relevant 8 28.57% 11 39.29% 5 17.86% 3 10.71% 1 3.57% 28 The information OMB provides helps with my understanding of our budget 10 35.71% 10 35.71% 4 14.29% 2 7.14% 2 7.14% 28 2 Rate your understanding of IGCs Excellent 1 3.57% Good 9 32.14% Adequate 11 39.29% Poor 6 21.43% Unacceptable 1 3.57% Total 28 3 Overall, how do you rate the quality of services we provide? Excellent 9 32.14% Good 10 35.71% Adequate 5 17.86% Poor 3 10.71% Unacceptable 1 3.58% Total 28 4 Overall, is our performance Getting much better 3 10.71% Getting better 11 39.29% Staying about the same level 11 39.29% Getting worse 1 3.57% Getting much worse 2 7.14% Total 28 Measure #5: Change in departments understanding of Intragovernmental Charges (IGCs). 2018 2017 2016 2015 2014 Excellent or Good 36% 40% 34% 32% 40% Adequate 39% 34% 37% 24% 40% Poor or Unacceptable 25% 26% 29% 44% 20%

Office of Management and Budget Measure #1: Receipt of Government Finance Officers Association (GFOA) Budget Award in 2013 Attain the Distinguished Budget Presentation Award from Government Finance Officers Association (GFOA) by 2013 to ensure MOA s budget communicates quality budget information to citizens and decision makers. The Distinguished Budget Presentation Award is presented for recognition of exemplary budgeting practices. Preparing for the award will result in clear, understandable, and complete budget documents. Using GFOA s check list, identify areas of current budget documents that do not meet criteria. Every year review budget information to determine which documents need improvement prior to preparation of new budget. GFOA provides criteria guidelines that contain section types. OMB will assign each section with a point value. Then a percentage of completion will be calculated. Each year, the completed budget book must be submitted to GFOA 90 days from the date when the budget was proposed or adopted. GFOA will grade the budget book documents by using the criteria guideline worksheet and determine achievement of award. Citizens, employees, and any other person that would be interested in the MOA budget documents.

Management and Budget Measure #2: Percent of department-prepared Assembly documents rejected due to formatting and accounting errors Reduction in the number of formatting and accounting errors in department-prepared Assembly documents Measures the quality of the guidance provided by OMB and the responsiveness of the departments by tracking the accuracy of Assembly documents as they go through the Assembly document review process (PACE) The data collected will be by recording the PACE Workflow History (via Search/Document Number) of all Assembly documents reviewed by OMB, after identifying them on the Action Agenda after each Assembly meeting. A count of the number of documents and number of rejections will be recorded. The measurement will be tallied monthly and reported quarterly. The OMB analyst will pull and record the PACE Workflow History of all Assembly documents that are reviewed by OMB after their introduction at an Assembly meeting. The record will be maintained in Excel and will list the document numbers, PACE actions and action dates and will specifically note rejections and the reason for the rejections. The OMB analyst will create and maintain a report in Excel from the data recorded. The information will be displayed numerically. The division managers and department directors will use the information to see how many rejections are occurring. OMB and CFO will use the information to provide additional information and support to departments with higher error rates.

Office of Management and Budget Measure #3: Percent of department performance measures that are reporting data Implement the Mayor s Performance. Value. Results performance-based management system Each department has performance measures that report progress in achieving their respective Accomplishment Goal(s). OMB will tally the number of measures by department that are and are not reporting data. From this information a percentage will be calculated for each department. Data will be reported quarterly and annually. OMB will tally data in by counting the numbers of measures reporting data. An OMB analyst will create and maintain an annual report in Excel. The information will be displayed numerically by department. OMB to identify each department s progress in complying with the Mayor s initiative

Office of Management and Budget Measure #4: Percent of departments that provide OMB with a satisfactory rating regarding timeliness, responsiveness, and helpfulness Ensure departments are satisfactorily served by OMB. Measure how effective the department is in communicating directions, expectations regarding the budget process, and its timeliness and responsiveness to departments questions, paperwork and concerns. Customer Satisfaction Survey from departments/divisions Baseline survey was taken in July 2010. Subsequent surveys will be taken each July. Comparing the scores from prior surveys to current survey results The department will create and maintain an excel document showing the results by total and by department. The department will use the information to gain an understanding of what areas need additional work in order to meet customer expectations including adjustments to priorities or work flow.

Office of Management and Budget Measure #5: Change in departments understanding of Intragovernmental Charges (IGCs). Advance departments understanding of Intra-governmental charge (IGC) system. This will measure the effectiveness of communication by OMB of the concepts and procedures associated with the IGC system by testing key employees understanding of the system. Surveys will be done pre- and post-training, and annually in which key employees are asked questions related to the concepts and procedures of the IGC system. The number of questions answered correctly will be divided by the total number of questions asked to derive a percentage that can be used to compare IGC understanding between years. The survey will be conducted once before OMB initiates training on the IGC system, once after the initial budget preparation process (mid-october), and annually after that. The budget analyst tasked with maintaining the IGC system will create the survey, distribute it, and compile and collect the data when the responses are received. Survey results will be reviewed following each test to learn areas in which department knowledge and training can be improved. Otherwise, overall results will be reported annually. This information will be used by OMB to gauge the effectiveness of OMB training.