STRATEGIC SUPPORT CSA
2023-2024 PROPOSED
OPERATING BUDGET
OUTCOMES:
-Sound Fiscal Management that Facilitates Meeting the Needs of the Community -A High Performing Workforce Committed to Exceeding Internal and External Customer Expectations -Innovative and Responsive Solutions to Improve Services and Ensure Positive Public Engagement -Safe and Functional Public Infrastructure, Facilities and Equipment Rick Bruneau, Director of Finance
Jennifer Schembri, Director of Human Resources/Employee Relations Jim Bersig, Assistant Director of Information T echnology Matt Loesch, Acting Director of Public Works
2023-2024 Budget Study Sessions
Slide 2
STRATEGIC SUPPORT CSA
Finance
Debt & Treasury Management
Disbursements
Financial Reporting
Purchasing & Risk Management
Revenue Management
Human Resources
Information Technology
Public Works
Business Solutions
San José 311
T echnology Infrastructure and
Operations
Employee Benefits
Employment Services
Health and Safety
Workforce Learning and Development
Facilities Management
Fleet and Equipment Services
Plan, Design, and Construct Public
Facilities and Infrastructure
Departments and
Core Services
2023-2024 Budget Study Sessions
Slide 3
STRATEGIC SUPPORT CSA
Finance
Payroll & Accounts Payable
Accounting & Financial Reporting
Business Tax Program
Utilities Billing & Accounts Receivable
Revenue Audit and Compliance
Purchasing & Risk Management
Banking, Cashiering & Payment Processing
Debt & Investment Management
Emergency Fiscal Recovery/ Grants Administration
Human Resources
Information Technology
Public Works
Recruiting/Hiring
Classification Services
Medical Benefits
Workers’ Compensation Administration
Employee Safety
Employee Training and Development
Advanced Applications and Services
Data Services
Enterprise Resource Management
Productivity and Collaboration Applications
City Customer Contact Center
Cybersecurity Office
IT Customer Care
IT Systems and Operations
Voice and Data Network Infrastructure
IT Emergency Response and Recovery
Facility Maintenance and Operations
Energy and Water Conservation
Fleet Maintenance and Operations
Radio Communication
City Facilities Architectural Services
and Capital Project Administration
Program Samples*
* For a complete list of
programs, please refer to
the 2023-2024 Proposed
Operating Budget
STRATEGIC SUPPORT CSA
PERFORMANCE MEASURE DASHBOARD
Slide 4
City Bond Ratings
(Issuer Ratings)
% of Positions Filled as a Total of Budgeted Positions % of Non-Management Employee Performance Appraisals Completed on Schedule
% of Information Technology Project Success Rate % of Equipment that is Available for Use When Needed % of Facilities with a Condition Assessment Rating of Good or Better
Moody's
Standard &
Poor's Fitch
Actual 2018-19 Aa1 AA+ AA+
Actual 2019-20 Aa1 AA+ AA+
Actual 2020-21 Aa1 AA+ AA+
Actual 2021-22 Aa1 AA+ AAA
Estimate 2022 -23 Aa1 AA+ AAA
Target 2023 -24 Aa1 AA+ AAA
89.7% 86.5% 86.3% 85.7% 90.0%
10.3% 13.5% 11.7% 14.0% 10.0%
0%
20%
40%
60%
80%
100%
Actual
'19-20
Actual
'20-21
Actual
'21-22
Estimate
'22-23
Target
'23-24
% Filled % Vacant
52% 54%
45%
92% 90%
40%
50%
60%
70%
80%
90%
100%
Actual
'19-20
Actual
'20-21
Actual
'21-22
Estimate
'22-23
Target
'23-24
% Current Goal
86.4%
82.8%
74.1%
80.0% 80.0%
70%
75%
80%
85%
90%
95%
100%
Actual
'19-20
Actual
'20-21
Actual
'21-22
Estimate
'22-23
Target
'23-24
Project Success Target
97% 97%
98% 98% 98%
100% 100% 100% 100% 100%
90%
92%
94%
96%
98%
100%
Actual
'19-20
Actual
'20-21
Actual
'21-22
Estimate
'22-23
Target
'23-24
General Fleet Emergency Vehicles
85% 85% 80% 85%
0%
20%
40%
60%
80%
100%
Actual
'19-20
Actual
'20-21
Actual
'21-22
Estimate
'22-23
Target
'23-24
2023-2024 Budget Study Sessions
Slide 5
STRATEGIC SUPPORT CSA Budget Summary
Department
2022-2023
Adopted
2023-2024
Forecast
2023-2024
Proposed
% Change
from
Adopted
% Change
from Forecast
Finance* $82,067,280 $80,580,679 $82,075,428 0.0% 1.9%
Human Resources** $119,428,833 $123,672,876 $126,208,845 5.7% 2.1% Information T echnology $39,949,049 $33,834,476 $38,389,105 (3.9%) 13.5% Public Works*** $169,936,214 $147,960,828 $172,499,423 1.5% 16.6% CSA T otal $411,381,376 $386,048,859 $419,172,801 1.9% 8.6% Positions 771.00 757.00 798.69 3.6% 5.5%
Finance Department includes debt service payments in special and capital funds Human Resources includes the City’s Benefit Funds
Public Works includes additional funding and positions budgeted in the Neighborhood Services CSA (Animal Care) and Community and Economic Development CSA (Private Development Regulation and Facilitation) *
**
***
STRATEGIC SUPPORT CSA
SERVICE DELIVERY ENVIRONMENT
Slide 6
CSA NAME 6 2022-2023 Budget Study Sessions
• Ensure the City’s financial resources are protected and available to address the short -term and long-term needs of the community; make accurate and timely payments to City employees and vendors; provide accurate and timely financial reports; and deploy efficient business systems and processes for timely billing and collection efforts.
• Attract talent; provide opportunities for career growth; enable an environment focused on health, safety, and wellness; and retain a diverse workforce in a workplace that is equitable and inclusive.
• Develop solutions to streamline business processes, promote data -driven decisions, support the City’s digital workforce, and reinforce cybersecurity measures to advance resident engagement and San José 311 service responsiveness.
• Maintain City facilities, equipment, and vehicles, and manage space usage; oversee the City’s capital projects, ensuring on -time and on-budget delivery of facilities that meet both customers and City staff needs.
2023-2024 Budget Study Sessions
Slide 7
STRATEGIC SUPPORT CSA Proposed Budget Actions
Proposal Title Amount
Previously
Funded
One-Time?
IT: Windows 11 Upgrade, Equipment, and Resources $3,186,000 Finance: Disaster Recovery and Grants Management Staffing $1,254,000 Y HR: Recruitment Centralization Pilot Program $1,001,000 Y HR: Workforce Development Staffing (Pipeline) $479,000 Y PW: Measure T Operations and Maintenance Staffing $461,000 IT/Finance: Enterprise Resource Planning Replacement Project Management Staffing $361,000 IT: Homeless Encampment Management System $250,000 Y
PW: Fleet Maintenance Staffing (Communications Installers) $230,000
STRATEGIC SUPPORT CSA
SUMMARY
Slide 8
CSA NAME 8 2022-2023 Budget Study Sessions
• Manage, protect and report on City of San José financial resources to enhance the City’s financial condition for residents, businesses and investors • Provide solutions as innovative as the community we serve, which enable the delivery of technologies and data that contribute to an equitable, engaged, effective, and resilient City • Maintain City facilities, equipment, and vehicles, and manage space usage in an increasingly hybrid working environment
• Nurture employee growth, safety, and wellness to attract, retain, and engage a diverse workforce with opportunities to thrive and serve residents
STRATEGIC SUPPORT CSA
2023-2024 PROPOSED
OPERATING BUDGET
OUTCOMES:
-Sound Fiscal Management that Facilitates Meeting the Needs of the Community -A High Performing Workforce Committed to Exceeding Internal and External Customer Expectations -Innovative and Responsive Solutions to Improve Services and Ensure Positive Public Engagement -Safe and Functional Public Infrastructure, Facilities and Equipment Rick Bruneau, Director of Finance
Jennifer Schembri, Director of Human Resources/Employee Relations Jim Bersig, Assistant Director of Information T echnology Matt Loesch, Acting Director of Public Works