june 2004 president’s messagemedia.csmfo.org/archives/mininews/1218.pdf · management svcs....

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President’s MessageAnita Lawrence, Finance Director, City of Camarillo

President’s Message................CSMFO Officers.....................Let’s Make a Budget Deal......2Chapter Meeting Notices........3CSMFO Chapter Chairs.........3The New Deal........................5Up the Ladder.........................6Professional ServicesDirectory...............................10RFP Listings.........................12Mark Your Calendars...........12

June 2004

Take advantage of our monthlypublication by sharing withus your ideas. CSMFO is

always seeking input from allmembers on topics in any

department section.Don’t forget to visit the

website at www.csmfo.orgfor the latest news

or call us at916/658-8210!

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Every year the CSMFO, along with its sponsors, holds a legislative seminar in Sacramento.This year, it was held May 20. Many thanks to the CSMFO Intergovernmental RelationsCommittee (Gary Nordquist, Committee Chair and City of Fontana Management ServicesDirector; Tracey Hause, Committee Vice-Chair and City of Arcadia Administrative ServicesDirector and Bob Torrez, Committee Sr. Advisor and Director of Financial Management forthe City of Long Beach) for a very informative day. Thanks also to League of CaliforniaCities staff members Frances Medema, Tawni Escudero and Adrienne Schmeling for theirassistance. They are always the backbone of the events we plan.

Our Legislative Seminar started with Dwight Stenbakken, Deputy Executive Director for theLeague of California Cities, discussing the changes that were included in the Governor’sMay Revised Budget and how it will impact local government. Following that discussion,Amy Brown, Legislative Representative of the League, updated us on proposed legislationand recent steps taken by the PERS board. At lunch, Diane Cummins, Chief Fiscal PolicyAdvisor to Senate Pro Tempore Burton, shared her perspective on what is going on in thelegislature and the Governor’s proposed budget. Senator Tom Torlakson was a special guestfollowing Ms. Cummins and shared his views on life in Sacramento. The day ended withLarry Bergkamp, Supervising Tax Auditor for the State Board of Equalization, discussing thestreamlines sales tax agreements and Frances Medema sharing more about the triple flip.

This one-day seminar is always packed with information. Many questions were asked fromthe audience and I believe we might still be there if we hadn’t had time-constraints. If youdid not attend this year, you might consider attending next year. The seminar starts at 10 a.m.and ends at 2 p.m. allowing for plenty of time to fly up and back in one day from SouthernCalifornia or to drive from areas in the north. It’s also always priced very low for minimalfinancial impact to your agencies.

Now that we’re in June, many of us are nearing the end of the development of our 2004/05budgets. It is very difficult with what is going on at the State level, to make projectionsregarding revenue. Do we estimate conservatively and risk the possibility of cutting ser-vices? Or do we hope for the best and risk the possibility of not meeting our projections? Ordo we settle for a projection somewhere in the middle? No matter what we do, it seems likethe past few years have resulted in adjustments once the State finally adopts its budget. Themost we can do is give it our best estimate, hoping that our reserves will carry us throughthese difficult times. Another dilemma emerges when we consider mandates. Do we con-tinue to pay our consultants to file mandates on the promise that the State will someday payus? In Camarillo, we are continuing to employ our consultant to file the mandates, but Icringe every time we pay them not knowing if we will ever be reimbursed by the State.

There are threats to traditional city revenues, an unprecedented numbers of regulations, andmore restrictions than ever on increasing fees and taxes. Some cities are better off in certainareas than their neighbors, but they are all facing similar challenges. How do they do morewith less? How do they stretch their dollars to meet the essential needs of their communities?How much more can they tighten the belt before they suffocate? How do they make sure theyhave built a healthy financial foundation that will serve their citizens now and into the fu-ture?

California Society ofMunicipal Finance Officers

Officers and DirectorsPresident, Anita Lawrence, CamarilloPresident-Elect Janet Salvetti, StocktonPast President Zane Johnston, TracySecretary/TreasurerFrances Medema, League of CA Cities

DirectorsMark Alvarado, MonroviaRichard Averett, San CarlosKaren Brust, San Diego County WaterJim McAdler, WindsorBret Plumlee, El SegundoCarolyn Dominguez, San Luis Obispo

CommitteesAdministration Gary Hill, Lancaster Pam Ehler, Brentwood Bob Biery, Westlake VillageAnnual Seminar Bradley Grant, Merced Gus Vina, Sacramento Dennis Danner, Newport BeacBudgeting & Management Reporting Agnes Walker, Costa Mesa Gina Schuchard, Santa Ana Sandra Sato, Oroville Cindy Guziak, Orange County Fire Auth. Joan Michaels, King CityCareer Development

Viki Copeland, Hermosa BeachLisa Hildabrand, CarlsbadRuss Branson, RosevilleRonnie Campbell, LakewoodMary Bradley, Sunnyvale

Debt, Benefits & TreasuryLes Tyler, Elk GrovePauline Marx, EmeryvilleBill Statler, San Luis Obispo

Intergovernmental RelationsGary Nordquist, FontanaTracey Hause, ArcadiaBob Torrez, Long Beach

Professional & Technical StandardsBill Thomas, Rancho CordovaJohn Adams, West HollywoodGavin Curran, El Segundo

Sandra Schmidt, Las Virgenes MWDDerek Hanway, Burbank

Technology Julia James, Malibu John Adams, West Hollywood Josh Betta, South PasadenaScholarship Program Debra Ryan, Half Moon Bay Candis Hong, Thousand Oaks

Let’s Make a “Budget” Deal…Is it behind Door Number 1, 2 or 3?

Gary Nordquist, CSMFO IGC Chairperson,Management Svcs. Director, City of Fontana

The 32nd Annual Legislative Seminar of May 20th focused on just this issue. Over two hun-dred of our members and associates met in Sacramento to hear from the experts or those inthe know, the Fiscal Impacts of the latest Budget Deal with the State. Behind door numberone we have a ballot initiative with over 1.3 million signatures of support that guarantees ourfuture revenue sources. Behind door number 2 we have a deal with the governors’ adminis-tration that provides for our revenue security starting 2 years from now and the Governor willactively support this as he supported propositions 57 and 58. Behind Door Number 3 is theDeal from door number 2 going through the Legislative process to approve it and put it on theNovember ballot as a proposition? The unknown….what will the deal look like after itcomes out from behind door number 3?

Dwight Stenbakken, Deputy Executive Director from the League of California Cities led anexcellent discussion of the impacts and status of the Governors May Revised Budget pro-posal. The question and answer period was highlighted with technical responses from MichaelColeman of Coleman Advisory Services (check out his web site californiacityfinance.comfor an intro of the deal and swaps). Bottom line…the Governor’s May Revised Budgetproposal has the support of the Cities, Counties, and Special Districts. The impact to allCities is $350 million per year for the next two years, revenue protection in year 3 as well as$520 million repayment of VLF gap revenues. The County’s and Special Districts are im-pacted in similar fashion. “Contributions” of $350 million from the cities is proposed to bemade up from one-third each of the VLF revenues, Property Tax revenues and Sales Taxrevenues.

The proposed budget deal affects all organizations generally the same manner but each orga-nization being unique gets impacted just a little differently when compared to their neighbor-ing organization. The Intergovernmental Relation Committee is in process of setting up ateleconference with Dwight, for finance officers to call in and further discuss the impacts ofthis proposal.

After the budget discussion, Amy Brown, legislative Representative from the League of Cali-fornia Cities informed us of the status of workers compensation changes and PERS issues.The workers compensation changes are step forward yet the reductions may be in the future.The PERS health care cost issue remains and Amy is diligently working with cities and otherorganizations to miniumize the impacts and reduced services.

Several speakers at the seminar were from the state and provided the states’ perspective ofthe Budget Deal. State Senator Tom Torklakson and Diane Cummins, Chief Fiscal PolicyAdvisor to Senate Pro Tempore Burton both gave us information regarding how the state iscutting expenditures. There also was discussion about the sales tax/property tax and the needfor additional housing in the state. Which means we could be seeing more legislation about“smart growth” and the “fiscalization of land use”.

To the fiscal future….with Larry Bergkemp, Supervising Tax Auditor from the State Boardof Equalization discussed California’s involvement in the Streamlined Sales Tax project.This nationwide effort to simplify and modernize sales and use tax collection and administra-tion could have many impacts to our current process. The State of California as of October8, 2003 is now part of the project (which started in March 2000) as an observer state.

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Chapter Corner

CSMFO Chapter ChairsChapter Assistant - Tawni Escudero, League of California Cities 916/658-8210 or [email protected]

Chapter Chairperson Telephone Email AddressCentral Coast Lynda Snodgrass 805/473-5432 [email protected] Los Angeles Susan Bergeron-Vance 562/868-0511 [email protected] Los Angeles Rod Hill 562/464-3340 [email protected] Valley Greg Baird 209/577-5458 [email protected] Counties Christy Pinuelas 805/388-5358 [email protected] Valley Jerry Carter 760/ 342-6560 [email protected] Mountain Kevin Smith 760/240-7000 [email protected] Bay (S.F.) Mary Dodge 925/671-3182 [email protected] County VacantInland Empire Tina Kundig 909/798-7543 [email protected] Bay Marc Pimentel 831/646-3947 [email protected] Coast Bill Mushallo 707/543-3092 [email protected] Counties Steve Strong 530/225-4087 [email protected] Counties Carolynn Thomas 707441-4114 [email protected] County Kathy Rafferty 949/724-6027 [email protected] Thomas Fil 650/595-7435 [email protected] Valley Susan Mahoney 916/725-2448 [email protected] Diego County Maria Kachadoorian 619/476-5376 [email protected] Gabriel Valley Josh Betta 626/403-7250 [email protected] Gabriel Valley Tracey Hause 626/574-5400 [email protected] Bay Jag Pathirana 310/970-7927 [email protected] San Joaquin Judy Bier 559/896-7516 [email protected]

East BayMary Dodge, City of Concord

Channel CountiesChristy Pinuelas, City of Camarillo

Date: Thursday, June 17, 2004Time 9:00amPlace: Bunkers Grille, Brentwood GolfSpkr: Pam Ehler, City of Brentwood

Debbie Olson, League of CA Cities Doug Barker, CA Dept of Insurance

Cost: $25 per personRSVP:6/7/04

Laura Schelbert 925/516-5429

Date: Wednesday, June 23, 2004Time 11:45am- 2:00pmPlace: Camarillo Police DepartmentSpkr: Gary Caporicci, CPATopic: New GASB PronouncementsCost: $20 (pay at door)RSVP:6/21/04 by noon

Jill Gordon 805/388-5320

The Channel Counties Chapter is enjoying a busy year. Monthly meeting topics havebeen varied and covered interesting and informative subjects such as: Pension Obliga-tion Bonds, Legislative Updates, Critical Budget Thinking, Retiree Heath Savings Pro-grams, and Accounting for Post-Retirement Medical Benefits.

We generally hold our monthly luncheon meetings in Camarillo Police Department Com-munity Service Room, attendance has averaged 25 members each month and the cost is$20 for a catered luncheon. We are looking forward to many more informative meetings.The following dates complete the 2004 meeting calendar: June 23, July 21, August 18,September 15, October 13, November 4 (GAAP Update), and December 15.

Our next meeting, June 23, offers a unique opportunity for people to check out whatwe’re all about. We are hosting a “Bring a Guest for Free” meeting. Each regular at-tendee is encouraged to bring a guest who has not attended this year. We are hoping tobring in new attendees who have not had the opportunity to join us.In the CSMFO 2004 Directory, a Map of Chapters shows the chapter coverage areas andemail addresses for all of the 20 chapters covering California. The Channel CountiesChapter includes Carpinteria and Santa Barbara in Santa Barbara County, all of VenturaCounty and Agoura Hills, Calabasas, Hidden Hills, Malibu and Westlake Village in LosAngeles. We also welcome members from any other chapter.

If you would like more information regarding Channel Counties Chapter or would like tobe added to the mailing list, please contact me at [email protected] or at(805) 388-5358.

ChapterMeeting Notices

President’s Message cont.

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Now, more than ever, it is incumbent upon city officials to help their colleagues in other cities by determining what it is that they do bestor smarter and sharing that information.

Many of you may not be aware of some of the ways you can streamline spending or increase revenue. There is a list of suggestions onthe CSMFO Website that may be of interest to you. The list not only includes the ideas from throughout the state, but also gives youcontact information so that you can call upon those that can answer questions about the idea. You can also participate by sharing whatcost-saving, revenue-producing measures you are implementing. Send an email to me and I will add your idea to the list. Below aresome of the suggestions by your peers:

Revenue Enhancement Options· Review your rates annually to keep up with increasing costs· Rent city property for antennas· Rent space for advertising (buses and benches)· Own pay phones throughout your community· Retain a consultant to make sure appropriate sales taxes, business taxes and property taxes are being received· Sell Agency-Sponsored shirts, hats, etc.· Sell services to neighboring communities· Start charging for services that were previously free· Hire a grants specialist to locate grant money· Form a community foundation for the benefit of the community· Review transient occupancy tax and business taxes to see if they are in line with neighboring communities· Look for opportunities to enter into franchise arrangements

Expenditure Reduction Strategies· Recycle waste· Run expensive electric consumers, such as wastewater treatment facilities, at night when energy rates are lower· Self-insure to control costs· Audit telecommunications, electric and gas bills to make sure charges are appropriate· Contract out for services with fluctuating demand so that resources can be directed to the service when the demand is high

and reduced when demand declines· Use California Conservation Corp or prisoners for annual clean-up, car washing, etc.· Reduce landscape maintenance efforts during winter months· Flex maintenance worker schedules to reduce overtime· Join a joint powers authority for risk and insurance sharing· Prepay your annual PERS employer share and save 4% of the annual cost.

Although it has always been your charge to give 100%, more than ever you have an extraordinary responsibility to do the best job offinancial management for your community and constituents than you have ever done before. That means stretching yourself and youragency’s dollars as far as you can. It means being as efficient as possible. It means being an example for others so that at the end of theday, you can be proud of what you have given. We live in an extraordinary state with many problems challenging all of us. You can bepart of the solution.

As you know, there is a chance that the efforts to get the Coalition’s initiative passed may have to be diverted to support an alternativeinitiative. We have heard from our Coalition leaders that having the support of the Governor for some type of measure to protect localgovernment revenue will go a long way in helping get it passed.

No matter which initiative our efforts are focused on, it will take all of us, working together, to make it happen. This is probably one ofthe most important, if not THE most important fiscal issues we will ever have the opportunity to work on to the benefit of our cities,counties and special districts.

The CSMFO Board of Directors has identified this initiative as its number one goal and approved a contribution of $50,000 towards thecampaign.

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“The New Deal”By Bob Torrez, CFO/Director of Financial Mgmt, City of Long Beach

Arnold Schwarzenegger has made a political debut as dazzling as that of Ronald Reaganand as historic as the first campaign of Hillary Clinton. Popular, successful, energeticand related by marriage to American political royalty, Arnold was swept into the governor’soffice on a wave of optimism and has proceeded to achieve almost all of his initial goals.The aura of success and inevitability that clings to him is so overwhelming, that manypoliticians and observers have begun to perceive Arnold as invincible, much like thesuperhuman androids in his films.

The League and local government partners recently completed a budget deal between theGovernor and local governments. It was agreed that local government would give up $1.3billion ($350 million for cities) in each of the next two fiscal years. It was also agreed notto fight the loss of the VLF backfill. In reality, the actual dollar loss extends beyond thebackfill portion for cities. However, the Governor’s proposal promises to reimburse theVLF loss with ERAF property taxes beginning in January, 2005.

As you know, after years of abuse at the hands of various gubernatorial administrations,local governments decided to take matters into their own hands and support an initiativethat would ultimately write protection of local revenues into the State constitution. Spon-sored by the League of California Cities and individual jurisdictions around the State, theinitiative was enthusiastically circulated and more than 1,000,000 signatures were gath-ered, far more than needed for certification.

However, in exchange for $1.3 billion in diverted revenues in each of the next two fiscalyears, the cities would get a better constitutional amendment supported by the Governor,passed by the Legislature and endorsed by the people. While the $1.3 billion figure wasknown early on, it was also reworked to significantly reduce the burden on counties.Since the size of the “pie” did not change, that means, of course, that cities’ and districts’share of the pie increased.

In recent days cities have also come to realize that, at least in the near term, the financialhit they will have to absorb will be even more severe than anticipated. Because Stateagencies like the Department of Motor Vehicles and county health departments will beallotted their full share of Vehicle License Fees first, cities will have to settle for what isleft. The result is that cities will lose about 88% of VLF funds, which is much more thanthe 67.5% of the backfill. As so often in the past, cities have been promised that they willbe reimbursed next year, but such promises have been broken far more often than theyhave been kept. Only time will tell.

On another note, as many of you have heard, I am leaving public service to accept aposition in the private sector at Kinsell, Newcomb, & De Dios, Inc., an investment bank-ing firm with offices in Solana Beach. I have enjoyed working with all of you for the pastfifteen years and I will miss the friendships and relationships that I have made during thattime. I feel that while we have accomplished much, there are still many battles ahead inthe fight to keep local governments fiscally strong. If I have a final bit of advice, it is thatif you believe in a cause, fight for it, and if you are offered a deal maintain a healthydegree of skepticism. Good-bye and good luck.

President’sMessageSo, you may ask, what can you do person-ally – on your own time and without theuse of public resources - to help?

First of all, many of you have already putforth significant effort to qualify the ini-tiative for the ballot. In total, 1.1 millionsignatures were gathered. Since just un-der 600,000 qualified signatures areneeded, it is quite certain this initiative willqualify. We should receive word some-time this month regarding that. Thanks toall of you who collected signatures. Youcan be proud of the effort you made tohelp.

Now that the signatures have been gath-ered, we need to get the word out to thevoters. Many of you are already schedul-ing yourselves to speak to different groupsabout the initiative on your own personaltime. Information to help you in your ef-forts can be obtained on the CoalitionWebsite – www.protectlocalservices.com.

The Coalition also needs more money. $1to $1.5 million will need to be raised eachmonth between now and November to getthis measure passed. Some of the moneywill come from companies that do busi-ness with your public agency. Some ofthe money will come from large employ-ers in your community.

Finally, some of the money will have tocome from you, personally. Many of youhave already contributed the $750 recom-mended for finance directors, but many ofyou have not. I know it’s not easy, butthe Coalition has made it as painless aspossible. You can make installment pay-ments or you can use a credit card or acheck, but what you can’t do is to expectthis measure to pass without you makinga contribution, too.

We have only one shot at making this hap-pen. I say “we” because it will take all ofus. Don’t leave it up to others in your or-ganization or even others in CSMFO.

Up the Ladder

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FINANCE MANAGER –Chino ValleyIndependent Fire District - Salary:$80,330 - $97,635 annually, plus excellentbenefits including paid Employee contri-bution to PERS. The Position: This keymember of the executive team makes rec-ommendations on all financial activities in-cluding long-term financial planning, rev-enue generation and business operations;manages all Division activities includingbudget development and administration,payroll, accounts payable and receivable,purchasing, and investments; and, super-vises division staff. Requirements: Bach-elors Degree in Public Administration,Business Administration, Finance, Ac-counting or other related field, and mana-gerial and supervisory experience in ac-counting, auditing, and public sector fi-nance are highly desirable. Must possessa valid CA Class C driver’s license with asatisfactory driving record. Apply By:June 11, 2004 at 5:00 p.m. to be consid-ered for first review of applications. Dis-trict application is required; resumes willnot be accepted in lieu of application.Postmarks will not be accepted. Apply at:2005 Grand Ave, Chino Hills, CA 91709or call (909) 902-5260.

FINANCE DIRECTOR—City ofCoalinga, CA (Pop. 16,680) -(Salary:Negotiable DOQ.) The City of Coalingaseeks a qualified hands on professional forthe position of Finance Director to oversee the accounting, financial reporting, au-diting, and budgeting functions of the cityincluding the Redevelopment Agency andPublic Finance Authority. Experience ingovernmental accounting practices, pay-roll administration, utility financial opera-tions including billing and meter reading,purchasing, debt management, cash man-agement and investments required. Thecandidate should have strong technical,analytical, statistical, interpersonal, admin-istrative, supervisory and managementskills. He or she should work well withpeople, have high ethical and professionalvalues and have a strong commitment tocustomer service. Requires Bachelor’sdegree in accounting, finance, businessadministration, public administration or

closely related field from an accredited col-lege or university and five years of progres-sively responsible relevant experience.Coalinga is an attractive family-friendly, lowcrime community that offers a wide rangeof business and educational opportunitiesto residents that are not normally found in acommunity of its size. Located in South-west Fresno County, Coalinga is within acomfortable drive to the cities of Fresno,San Francisco and Los Angeles and the cen-tral California coast, the mountains and sce-nic areas of the Sierra Nevada. With af-fordable housing available and nationalparks nearby, Coalinga offers a quality liv-ing environment with a strong sense of com-munity. APPLY BY 5:00 p.m. July 10, 2004to Brown, Armstrong, Paulden, McCownStarbuck and Keeter, 4200 Truxtun Ave,Suite 300, Bakersfield, California 93309.Cover letter, Resume and City applicationrequired. Questions regarding the positionmay be directed to Coalinga City ManagerRichard N. Warne or Human ResourceManager Sharon Pace at 559-935-1533 orto Deanna Blaise at Brown, Armstrong at661-324-4971.

MGR II – ACCOUNTING MGR - Com-munity Development Commission. Salary:$6,291 - $7,550/mo. Financial ManagementDivision. Maintains & oversees acctg. &operations related to the Commission’s fed-erally, state & locally funded programs (Sec-tion 8, CDBG, HOME, EDA, FAA, Tax In-crement, etc.) Exp. coordinating w/exter-nal auditors a plus. Edu/training equiv. to aBA/BS in Accounting, Finance or relatedfield, 10 yrs of progressively responsibleacctg. exp. and at least 6 yrs supervisingprofessional acctg. staff. CPA or MBA isdesirable. Public acctg. audit exp. (4 – 6years). Working knowledge of People Softfinancial system, GAAP for governments,fund acctg. & hands-on exp. w/Governmen-tal Accounting Standards Board (GASB)guidelines, highly desirable. Job #000054.Closes: 6/18/04. Apply at: 2 Coral Circle,Monterey Park, CA 91755. (323) 890-7326;TDD/TTY: (323) 890-8583. EOE.www.lacdc.org

ACCOUNTANT I/II – City of Fontana,CA. I: $3540 - $4303/mo. + excellent ben-efits. Salary: II: $3911 - $4778/mo. +

excellent benefits. Performs a variety ofprofessional accounting duties involvinggeneral accounting, recording and report-ing of financial transactions; and preparesfinancial report statements and special fi-nancial analyses. The Accountant I is theentry-level class in the professional ac-counting series and receives general su-pervision from higher level management.Req. bachelor’s degree with major coursework in accounting or a closely relatedfield. The Accountant II performs morecomplex duties and is required to havetwo years increasingly responsible expe-rience in professional governmental ac-counting. Details and application avail-able on website www.fontana.org. Ap-ply by 6/24/2004.

ACCOUNTING TECHNICIAN – Cityof Gilroy, CA Annual Salary $44,530 -$54,127 – Plus Excellent Benefits. Un-der direct supervision of the AssistantFinance Director, perform technical andhighly detailed work in support of theaccounting, fixed asset and payroll func-tions. This position may also provide sup-port in one or more of the following ar-eas: accounts payable, accounts receiv-able, or purchasing. The ideal candidatewill possess excellent communicationskills, will be detail oriented, a teamplayer, have the ability to multi-task, andpossess a strong customer service orien-tation. Some college level accounting orbookkeeping course work is highly de-sirable and three years of increasinglyresponsible experience in the preparationand maintenance of account, payroll, orfinancial records is required. APPLY BY:June 18, 2004 at 5:00 p.m. A City ofGilroy application is required. For moreinformation, contact: City of Gilroy Hu-man Resources, 7351 Rosanna Street,Gilroy, CA 95020; phone (408) 846-0233, or visit our website at:www.ci.gilroy.ca.us The City of Gilroy isan equal opportunity employer.

ACCOUNTING MANAGER - City ofGoleta, CA (Salary: $5,349 - $6,501/mo.)Supervises the activities and operationsof the accounting functions of the City,including accounting and revenue man-agement, financial reporting, internal and

Up the Ladder

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external audits, budget development pro-cess, cost accounting programs, debt fi-nancing activities, revenue forecasting, gen-eral ledger, and fixed assets. Bachelor’sdegree in public or business administration,accounting, or related field and 5 years ofaccounting experience, 2 years of supervi-sory experience. Public agency experiencedesirable. CPA certification required. AP-PLY BY: June 21, 2004, 5:00 p.m. APPLYAT: City of Goleta, 130 Cremona Drive,Suite B, Goleta, CA 93117, (805) 961-7500, or City website atwww.cityofgoleta.org. City applicationrequired. Faxes not accepted.

ASSISTANT INTERNAL AUDITOR -($5,538 to $6,747/month DOQ)The InlandEmpire Utilities Agency, a wastewater treat-ment agency, is seeking a highly motivatedprofessional to perform under general su-pervision complex audits/studies to ensurecompliance with established financial con-trols, report findings to management, rec-ommend policies/procedures, conduct op-erational audits of Agency operations, au-dit outside agencies and JPAs, analyze rec-ommendations regarding projects and op-erational costs, may also perform similartasks for JPA’s that the Agency participatesin; and performs related duties as assigned.Graduation from a four-year college/univwith a major in finance, acct, public/busi-ness admin or closely related field and twoyears of increasingly responsible profes-sional auditing exp. Apply: 6075 KimballAve., Bldg. A, Chino, CA; or, e-mail yourrequest for an application [email protected] , specify Assistant Inter-nal Auditor position. This recruitmentcloses Thursday, June 24, 2004@ 4:30p.m., . Postmarks & facsimiles NOT ac-cepted. Completion of an Agency applica-tion is required. www.IEUA.org EOE SMOKE FREE WORK ENVIRONMENT

SENIOR ACCOUNTANT- City of IndianWells, CA. Salary: $4,645 - $5,645 permonth plus excellent benefits. Performs awide variety of advanced accounting workincluding general ledger analysis, compi-lation and review of financial records,preparation of financial reports, treasuryreports

and statements. Prepares annual State andLocal reports for both City and RDA.Must have knowledge of governmental ac-counting and be able to analyze and inter-pret financial data and accounting records.A bachelor’s degree required with majorcourse work in accounting, business man-agement, and finance and two years pro-fessional accounting experience. APPLY:Open until filled, City application and re-sume required, send to City of IndianWells, 44950 Eldorado Drive, IndianWells, CA 92210. Attention, PersonnelDepartment. To receive an application,e-mail your requestto [email protected]. Forquestions, call (760) 776-0247. EOE

FINANCE OFFICER – City of LagunaBeach, CA – Salary $5,969 - $9,190/mo.plus City paid CALPERS 2% at 55 re-tirement and competitive benefits pack-age. The City of Laguna Beach is a uniquecommunity famous for its arts festivalsand environmental beauty. The City seeksan experienced team-oriented leader tomanage the City’s Finance Division. Witha staff of six the Finance Officer assumesoverall responsibility for the City’s ac-counting functions. The ideal candidatewill possess a Bachelor’s degree in ac-counting and a minimum of five years ofprogressively responsible experience inthe area of municipal accounting or aclosely related field. The ideal candidatewill also possess thorough knowledge ofaccounting and financial reporting soft-ware systems, excellent communicationskills, and demonstrated organizational,analytical, and problem solving ability. Anadvanced degree in a related field and/orCPA is highly desirable. A staff of 246full-time and numerous part-time and sea-sonal employees provide City serviceswith a budget of $51 million. City servicesinclude police, fire, paramedic, marinesafety, recreation, parks, public works,community development, transit, and ani-mal control. Submit resume, salary his-tory, and at least five professional refer-ences to: City of Laguna Beach Person-nel Department, 505 Forest Avenue, La-guna Beach, CA 92651. Closing Dead-line, Friday, June 25, 2004.www.lagunabeachcity.net or contact(949) 497-0324. EOE

ACCOUNTANT - City of Milpitas, Cali-fornia. Salary: $ 67,261 - $81,757/An-nual. The City of Milpitas is seeking anexperienced Accountant, to perform pro-fessional accounting work, recording andreporting of financial transactions, andbudgetary control for assigned areas of re-sponsibility; to review fiscal records; andto prepare financial report statements andanalyses. The position requires one yearof responsible accounting experience in agovernmental or commercial agency andthe equivalent to a Bachelor’s degree froman accredited college or university withmajor course work in accounting or aclosely related field. A complete job de-scription and application packet can beobtained on our website atwww.ci.milpitas.ca.gov (under Employ-ment, Job Specs), or from Human Re-sources at (408) 586-3090. Screening ofapplications to begin: Friday, June 11,2004.

CONTROLLER - City of Oakland, CA.Salary: $107,794 - $148,737 Year. TheController plans, organizes, manages, anddirects programs and activities related tothe City’s financial management, payroll,purchasing, accounting, and accountingsystems, including those of the OaklandRedevelopment Agency; directs grantsmanagement and reporting; trains and su-pervises assigned staff; and performs re-lated duties as assigned. This is a divisionhead position with responsibility for theoverall administration of the accountingfunction. Requirements: The ideal candi-date will have a Master’s degree in ac-counting, finance, business administration,economics, public administration, or a re-lated field, and three years of responsiblesupervisory experience in the managementof governmental accounting operations.Possession of a Certified Public Accoun-tant certificate is desirable. To apply, pleasecall: (510) 238-3112 or download CityApplication and a detailed job announce-ment from from: www.oaklandnet.com.Click on “City Jobs” and then on “HowTo Apply”. Please Apply Immediately,Position is Open Until Filled. AA/EOE

Up the Ladder(cont’d from pg 7)

1400 K Street, Suite 400Sacramento, CA 95814

Contact: Frances Medema orTawni Escudero

Phone: 916/658-8210Fax: 916/658-8240

Email: [email protected] [email protected]

CSMFOMiniNews

ACCOUNTING SUPERVISOR - City ofNewark, Ca. Salary: $6,674 to $9,675/monthtotal compensation. Contact: PersonnelDepartment www.newark.org Phone: 510-790-7267 Deadline: 5pm, 6/4/04

ASSISTANT CONTROLLER - City ofOakland, CA. Salary: $97,762 - $120,038Year. The Assistant Controller plans, orga-nizes, directs, and reviews programs andactivities relating to the management of theCity of Oakland’s accounting and financialreporting systems; directs the preparation ofmandated reports; assists external auditors;reviews and modifies accounting proce-dures; trains and supervises assigned staff;and performs related duties as assigned. Thisis a supervisory-level classification whoseincumbents perform a variety of supervisorytasks involving complex governmental ac-counting and reporting. Requirements: Thecombination of experience and educationrequired to qualify typically equates to:Bachelor’s degree in accounting, finance,business administration, economics, publicadministration or a related field, and a mini-mum of five years of progressively respon-sible experience in the management of fi-nancial operations, including two years ofsupervisory experience. Possession of Cer-tified Public Accountant certificate is desir-able. To apply, please call: (510) 238-3112or download City Application and a detailedjob announcement from from:www.oaklandnet.com. Click on “City Jobs”and then on “How To Apply”. Please ApplyImmediately, Position is Open Until Filled.AA/EOE.

DIRECTOR OF FINANCE - City of Ojai,CA, Pop. 8,000. (Salary $6,500 - $7,900/mo.plus car allowance, redevelopment stipend.)Job is 4-day, 36-hour work week providingexcellent benefits including City-paid PERSsocial security and deferred compensationmatch plan. Ojai is a picturesque villageknown as a haven for artists, musicians andhealth enthusiasts. Director reports to CityMgr. and supervises staff of 4 f/t and 1 p/temployees plus consultants as needed.Qualifications include B.S. in accounting,finance or related field, M.S. or C.P.A. de-sirable. Successful candidate will have at

least 5 years of mgmt. and supervisory ex-perience with a background in public sec-tor finance. Responsibilities include mgmt.of dept., city and redevelopment agcy. bud-gets, audits, and payroll, some HR. Idealcandidate will possess knowledge of ad-vanced principles and practices of munici-pal finance and administration, MS Office,AS400 and financial software. Call (805)646-5581 x 101 for app. and addt’l info:submit City App., resume by 6/25/04; EOE.City of Ojai, Finance Dir. Recruitment, POBox 1570, Ojai, CA 93024.

FINANCE DIRECTOR - City ofPalmdale, CA. The City of Palmdale isseeking a new Finance Director. This rap-idly growing community is in excellent fi-nancial shape, and has an annual budget ofapproximately $170M. The successful can-didate will have managed a municipal fi-nance department as a department head orat the division manager level and will pos-sess a BA/BS degree. Salary range: $99,981- $127,474. Please submit resume andcover letter to Avery Associates, 3 1/2 N.Santa Cruz Ave. Suite A, Los Gatos, CA95030 Attn: Kimberly Warner. ContactMrs. Warner for additional information [email protected] Filing deadline:June 18, 2004.

FINANCE MANAGER - City of Santee,CA. Salary: $4959 - $6695/monthly(DOQ). Deadline: June 28, 2004, 5:00 p.m.Apply To: City of Santee, 10601 Magno-lia Ave., Santee CA 92071 (619) 258-4100,ext, 114 or on-line at www.ci.santee.ca.us A City application, resume and supplemen-tal questionnaire are required.Description: Under general direction of theFinance Director, the Finance Manager (asenior management, at-will position) willassist in the planning, organizing, and man-aging of activities and operations of the Fi-nance Department, and will perform com-plex accounting and budgetary work, super-vise personnel, and other related duties asrequired. Any combination of educationand experience which demonstrates the abil-ity to perform the duties of this classifica-tion is qualifying. An example would be aBachelor’s degree in Accounting, BusinessAdministration, or a closely related field,and five (5) years of progressively respon-sible accounting and finance experience,

Email your classified job adto Tawni Escudero [email protected] (r ichtext or plain text format only).The charge to advertise is $8.00per 40-character line, this pricealso includes a listing on ourwebsite at www.csmfo.org in theJob Listings section. Pleasealso include billing information,or indicate if you wish to pay viacredit card. Ads must bereceived by the 25th of eachmonth for the next month’sinsertion.

(continued on pg 9)

Up the Ladder(cont’d from pg 8)

including one (1) year of supervisory ex-perience. Certification as a Certified Pub-lic Accountant is desirable. The applicantselected will be subject to a criminal his-tory investigation through the CaliforniaDepartment of Justice (DOJ). A creditcheck may be required prior to offer ofemployment. A waiver for reference andbackground information must be com-pleted.

SENIOR ACCOUNTANT - Santa ClaraValley Water District. $5,961.87-7,263.97/month. Responsibilities include lead, over-see and participate in the more complex anddifficult work of staff responsible for pro-cessing the District’s biweekly payroll, timesheet administration, filing quarterly andannual federal and state tax withholdingreturns, ensuring all tax withholdings, medi-cal benefits and PERS payments are timelyand accurately disbursed, and preparationof W-2’s. Requires 5 years of professionalaccounting experience including 2 years oflead experience, preferably in the publicsector and Equiv to a Bachelors degree froman accredited college or university withmajor course work in accounting or a re-lated field. For complete list of duties andspecial requirements please visit ourwebsite www.valleywater.org. Final FilingDate: 06-11-2004 by 5:00 p.m. Applicationpackages may be obtained by contacting theSanta Clara Valley Water District Recruit-ment and Examination Unit, 5750 AlmadenExpressway, San Jose, CA 95118. Phone(408)265-2607, ext. 2085, or by visiting ourweb site: www.valleywater.org. Email cor-respondence may be sent to:[email protected]. EOE.

ACCOUNTANT – City of Mission Viejo,CA. $3,737-$5,045/month plus excellentbenefits. Maintain and reconcile a varietyof ledgers, reports and account records;examine and correct accounting transac-tions to ensure accuracy; prepare journalvouchers to adjust and correct errors in ac-counting records. Requires: Equivalent to

a Bachelor’s degree in accounting or a re-lated field from an accredited college andtwo years of professional governmentalaccounting and auditing experience. Po-sitions close at 3:00 p.m., June 15, 2004.For application materials, call (949) 470-3088 or visit our Website:www.ci.mission-viejo.ca.us. Resumeswill not be accepted in lieu of completedCity application materials . EOE

SENIOR ACCOUNTANT – City ofMission Viejo, CA. $2,076-$3,079/monthplus excellent benefits. Part-time, 20hours per week, Monday through Friday.Perform advanced level governmentalaccounting work. Ability to analyze fi-nancial data and accounting transactionsinvolving the general and subsidiary fundaccounting. Requires: Equivalent to aBachelor’s degree in accounting or a re-lated field from an accredited college andthree years of professional governmentalaccounting and auditing experience. Po-sitions close at 3:00 p.m., June 15, 2004.For application materials, call (949) 470-3088 or visit our Website:www.ci.mission-viejo.ca.us. Resumeswill not be accepted in lieu of completedCity application materials. EOE

ACCOUNTANT - City of Woodland,CA. Salary: $3495 - $4248 mo. w/excelbenefits. The City of Woodland is seek-ing an experienced professional to per-form accounting activities, assist withbudgeting functions; develop procedures;& prepare complex financial reports.Ideal candidates should have a Bachelor’sdegree in accounting or closely relatedfiled, one year of governmental account-ing work exp. and possession of a CA DL.The monthly salary range is $3495 -$4248, plus excellent PERS medical ben-efits, including 2.7% at 55 retirement plan.Contact the City of Woodland at (530)661-5811 or write the City HR office, 300First Street, Woodland, CA 95695 for arequired application. Resumes and coverletters are recommended, but not required.Postmarks not accepted. FFD: 5:00 p.m.,6/30/04 www.cityofwoodland.org

President’sMessage(cont’d from pg. 5)

We have only one shot at making this hap-pen. I say “we” because it will take all ofus. Don’t leave it up to others in your or-ganization or even others in CSMFO.

(Remember: Public resources cannot beused for ballot measure campaign andfundraising activities. Please go towww.protectlocalservices.com and regis-ter your personal contact information sothat you can receive the latest informationon the initiative.)

Comments and updates about the “Triple-Flip” were provided by Frances Medema,Managemetn Analyst from the League ofCalifornia Cities. The cutting of our salestax revenue by 25% and replacing it withERAF monies and the associated cashflow issues, going from monthly to twicea year payments will make next year evenmore of a challenge to us.

Lots of issues and topics were discussed,sometimes “lively”, at the seminar. Manyof the comments afterwards indicated theneed for some more follow-up to the ses-sions and “guides” for budgeting and re-porting. CSMFO will be coming forwardwith some additional information regard-ing these requests in addition to the tele-conference on the Budget Deal.

To those that were there, thanks for com-ing and making this event so meaningfuland special thanks to Frances Medema forputting together the right mix.

Let’s Make a“Budget” Deal(cont’d from pg. 2)

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Run by and for California Public AgenciesSince 1989



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Please visit www.csmfo.org for more information

Intermediate Governmental Accounting

June 9, 2004Garden Grove, California

August 12, 2004Napa, California

An Investment Workshop hosted by CDIAC:Public Fund Investment, Practices and Strategies

During Difficult TimesJune 23, 2003

Sacramento, CaliforniaFor more information contact CDIAC at:

916/653-3269, FAX 916/654-7440or email [email protected]

Have you taken a lookat our RFP postings?

With budget season coming to an end and a newyear beginning, you probably have some RFP’s al-most ready to be sent out. Did you know thatCSMFO now offers a place to post your RFPs atno cost? Visit our website at www.csmfo.org andtake a look, just click on “Current RFPs”. The RFParea is organized by categories and once you sub-mit your RFP it will automatically be emailed tothose that have signed up for the RFP listserv. Thisis a resource for you to take advantage of as aCSMFO member! If you have any questions pleasecontact the CSMFO office at 916/658-8210.

june 2004 president’s messagemedia.csmfo.org/archives/mininews/1218.pdf · management svcs....

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