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S-1655 - 08/09/2022 - BUDGET - Ordinances Supporting Documents ITEM 8.A.1 BOARD OF TRUSTEES MEETING VILLAGE of SAMUEL E. DEAN BOARD ROOM OAK B R , K BUTLER GOVERNMENT CENTER t 1200 OAK BROOK ROAD OAK BROOK, ILLINOIS 630-368-5000 AGENDA ITEM Regular Board of Trustees Meeting of August 9, 2022 SUBJECT: 2022 Budget Amendment—Personnel Line Iteem Funding Adjustments` FROM: Jessica Spencer, Assistant Village Manager k BUDGET SOURCE/BUDGET IMPACT: Net reduction of$13,631 (see detailed chart in body of memo). RECOMMENDED MOTION: I move the Village Board adopt Ordinance 2022-BU- AMEND-S-1655 "An Ordinance Authorizing Amendments and Transfers Among Budget Line Items" regarding the personnel line item funding adjustments. Back2round/History: During the course of a year, there are numerous situations that may arise that cause an account, program, or even a fund to require adjustments. When this occurs, State statutes provide that the corporate authorities may make transfers from "one corporate object or purpose to another corporate object or purpose". Additionally, statutes provide that the corporate authorities may delegate authority to heads of municipal departments to "delete, add to, change, or create sub-classes within object class budgeted previously to the department with the approval of the budget officer or executive officer of the municipality". The Village has defined a corporate object or purpose to be an individual program or fund. Sub-classes within object classes have been defined as accounts and categories within a budget program. The Village Board's policy on Finance, Taxation, and Budget, prepared based on the previously mentioned statues, outlines the following procedures for budget administration on how these variances are to be addressed: BOT AGENDA Page 1 6--S. 1. That the Budget Officer, with the approval from the Village Manager, may authorize transfers of budgeted funds between accounts or between account categories within a single budget program. 2. That any transfer of budgeted funds from one budget program to another shall be subject to approval by the Board of Trustees upon the recommendation of the Village Manager. 3. That any transfer from contingency shall be subject to approval by the Board of Trustees upon the recommendation of the Village Manager. 4. That any increase in the total appropriation within any fund shall be subject to approval by the Board of Trustees upon the recommendation of the Village Manager. The Ordinance presented removes the budgeted salary and benefits related to one Human Resources Director from the 2022 budget, and reestablishes the position of Human Resources Generalist in the HR Department. The following accounts are being adjusted as a result of this change: THE REMAINDER OF THIS PAGE WAS INTENTIONALLY LEFT BLANK. BOT AGENDA page 2 Budget Amendments FY 2022-3rd Quarter 112-50000 Village Clerk-Full Time Salaries $ (6,490) Human Resources Director-Eliminate Position 132-50000 Human Resources-Full Time Salaries (8,112.67) Human Resources Director-Eliminate Position 134-50000 Risk Management-Full Time Salaries (6,489.74) Human Resources Director-Eliminate Position 221-50000 Finance-Full Time Salaries (11,357.54) Human Resources Director-Eliminate Position 112-50000 Village Clerk-Full Time Salaries 4,950.53 Human Resources Generalist-Add Position 132-50000 Human Resources-Full Time Salaries 6,188.17 Human Resources Generalist-Add Position 134-50000 Risk Management-Full Time Salaries 4,950.53 Human Resources Generalist-Add Position 221-50000 Finance-Full Time Salaries 8,663.43 Human Resources Generalist-Add Position 112-51400 Social Security (402.36) Human Resources Director-Eliminate Position 132-51400 Social Security (502.99) Human Resources Director-Eliminate Position 134-51400 Social Security (402.36) Human Resources Director-Eliminate Position 221-51400 Social Security (704.17) Human Resources Director-Eliminate Position 112-51400 Social Security 306.93 Human Resources Generalist-Add Position 132-51400 Social Security 383.67 Human Resources Generalist-Add Position 134-51400 Social Security 306.93 Human Resources Generalist-Add Position 221-51400 Social Security 537.13 Human Resources Generalist-Add Position 112-51100 IMRF (589.92) Human Resources Director-Eliminate Position 132-51100 IMRF (737.44) Human Resources Director-Eliminate Position 134-51100 IMRF (589.92) Human Resources Director-Eliminate Position 221-51100 IMRF (1,032.40) Human Resources Director-Eliminate Position 112-51100 IMRF 450.00 Human Resources Generalist-Add Position 132-51100 IMRF 562.50 Human Resources Generalist-Add Position 134-51100 IMRF 450.00 Human Resources Generalist-Add Position 221-51100 IMRF 787.51 Human Resources Generalist-Add Position 112-51400 Medicare (94.10) Human Resources Director-Eliminate Position 132-51400 Medicare (117.63) Human Resources Director-Eliminate Position 134-51400 Medicare (94.10) Human Resources Director-Eliminate Position 221-51400 Medicare (164.68) Human Resources Director-Eliminate Position 112-51400 Medicare 71.78 Human Resources Generalist-Add Position 132-51400 Medicare 89.73 Human Resources Generalist-Add Position 134-51400 Medicare 71.78 Human Resources Generalist-Add Position 221-51400 Medicare 125.62 Human Resources Generalist-Add Position 112-51500 Health, Dental,Vision&Life Insurance (1,858.00) Human Resources Director-Eliminate Position 132-51500 Health,Dental,Vision&Life Insurance (2,322.50) Human Resources Director-Eliminate Position 134-51500 Health,Dental,Vision&Life Insurance (1,858.00) Human Resources Director-Eliminate Position 221-51500 Health,Dental,Vision&Life Insurance (3,251.50) Human Resources Director-Eliminate Position 112-51500 Health,Dental,Vision&Life Insurance 929.00 Human Resources Generalist-Add Position 132-51500 Health,Dental,Vision&Life Insurance 1,161.25 Human Resources Generalist-Add Position 134-51500 Health,Dental,Vision&Life Insurance 929.00 Human Resources Generalist-Add Position 221-51500 Health, Dental,Vision&Life Insurance 1,625.75 Human Resources Generalist-Add Position Total General Fund $ (13,631) Budget 2022 Net Decrease Historically, the Human Resources Department has consisted of a Director, a Senior Administrative Assistant, and occasionally an intern or temporary employee as the need arose. Due to the creation of the Assistant Village Manager position, the Village Manager has determined and found the staff needs to have changed as the Assistant Village Manager job description includes oversight of the Human Resources Department. The Human Resource Generalist will be the main point of contact for the daily needs of staff and related vendors. BOT AGENDA Page 3 Recommendation: The Village Board adopt Ordinance 2022-BU-AMEND-S-1655 "An Ordinance Authorizing Amendments and Transfers Among Budget Line Items"regarding the personnel line item funding adjustments. i k1 I i C f i f i I 0 E f 4 BOT AGENDA Page 4