STRATEGIC SUPPORT CSA
2026-2027 PROPOSED
OPERATING BUDGET
OUTCOMES:
- Excellent City service delivery that enhances internal and external customer experience and engagement - Strategic investments in people, technology, and assets - Inclusive, adaptive, and sustainable work environment Presenter: Khaled Tawfik, Director, Information Technology/Chief Information Officer Panelists: Aram Kouyoumdjian, Director, Human Resources/Employee Relations Sylvia Jefferson, Assistant Director, Finance
Matt Loesch, Director, Public Works
2026-2027 Budget Study Sessions
Slide 2
STRATEGIC SUPPORT CSA Core Services
Debt & Treasury Management
Disbursements
Financial Reporting
Purchasing & Risk Management
Revenue Management
Human Resources
Information Technology
Public Works
Business Solutions
San José 311
Technology Infrastructure and
Operations
Employee Benefits
Employment Services
Health & Safety
Recruitment, Workforce Development
Facilities Management
Fleet and Equipment Services
Plan, Design, and Construct
Public Facilities and Infrastructure
Finance
Slide 3
STRATEGIC SUPPORT CSA Program Samples*
* For a complete list of programs, please refer to the 2026-2027 Proposed Operating Budget 2026-2027 Budget Study Sessions
Payroll and Accounts Payable
General and Specialized Accounting
Purchasing & Risk Management
Accounts Receivable, Business Tax and Utility Billing
Revenue Audit and Compliance
Cashiering and Payment Processing
Banking Management
Debt and Investment Management
Finance Emergency Response and Recovery
Recruiting/Pipeline Activities Hiring/Selection
Classification/Compensation Services Medical Benefits
Workers’ Compensation Administration / Employee Safety
Employee Training
Cybersecurity Office
Enterprise Resource Management
Advanced Applications and Services
Productivity and Collaboration Applications
Data Services
IT Systems and Operations
Voice and Data Network Infrastructure
City Customer Contact Center
Facility Maintenance and Operations
Energy and Water Conservation
Fleet Maintenance and Operations
Radio Communication
City Facilities Architectural Services & Capital Project Administration Human Resources
Information Technology
Public Works
Finance
STRATEGIC SUPPORT
PERFORMANCE MEASURE DASHBOARD
Slide 4
City’s General Obligation Bond Rating (Finance)
Fiscal Year Moody ’s Standard & Poor’s Fitch
FY21-22 Actual Aa1 AA+ AAA
FY22-23 Actual Aa1 AA+ AAA
FY23-24 Actual Aa1 AA+ AAA
FY24-25 Actual Aa1 AA+ AAA
FY25-26 Target Aa1 AA+ AAA
FY25-26 Estimate Aa1 AA+ AAA
FY26-27 Target Aa1 AA+ AAA
7.8% 8.0% 8.0%8.0%
0%
5%
10%
15%
20%
25%
FY23-24 FY24-25 FY25-26 FY26-27
% of employees that separated from the City from
average active employees (Human Resources)
Source: PeopleSoft Query
Target Actual Estimate
89.5% 91.4%
90.1% 90.1%90.9%
0%
20%
40%
60%
80%
100%
FY23-24 FY24-25 FY25-26 FY26-27
% of positions filled as a total of budgeted positions
(Human Resources)
Actual Target Estimate
90%
92%
94%
96%
98%
100%
FY23-24
Actual
FY24-25
Actual
FY25-26
Target
FY25-26
Estimate
FY26-27
Target
Information Technology and Public Works uptime and
availability (Information Technology and Public Works)
Business Applications Systems Network Databases Voice
65% 64% 66%
70% 70%66%
0%
20%
40%
60%
80%
100%
FY23-24 FY24-25 FY25-26 FY26-27
% of San Jose 311 customers who rate the service as
“very good” or “good” (Information Technology)1
Actual Target Estimate
90%
92%
94%
96%
98%
100%
FY23-24
Actual
FY24-25
Actual
FY25-26
Target
FY25-26
Estimate
FY26-27
Target
% of vehicles and equipment that is available for use
when needed (Public Works)
Police Fire General Fleet Off Road Other
Bond Rating Employee Turnover Rate Filled Positions
Uptime and Availability SJ311 Customer Satisfaction Score Vehicle and Equipment Availability 2026-2027 Budget Study Sessions
Slide 5
STRATEGIC SUPPORT Budget Summary
Department
2025-2026
Adopted
2026-2027
Forecast
2026-2027
Proposed
% Change
from Forecast
Finance* $86,816,825 $88,740,962 $89,212,683 0.5%
Information Technology $44,239,265 $39,676,179 $47,262,907 19.1% Human Resources** $152,833,524 $158,735,004 $158,580,133 (0.1%) Public Works*** $210,323,741 $183,226,199 $186,403,846 1.7% CSA Total $494,213,355 $470,378,344 $481,459,569 2.4%
Positions 761.06 756.36 746.61 (1.3%)
* Includes payments in debt service and special funds
** The Human Resources Budget includes the Budget for Employee Benefits totaling $133,800,465; $139,872,958; and $139,872,958, respectively. *** The Public Works Department has additional funding budgeted in both the Neighborhood Services City Service Area and the C ommunity and Economic Development City Service Area.
STRATEGIC SUPPORT
2026-2027 PRIORITIES / SERVICE DELIVERY
Slide 6
• Protect and allocate City financial resources for community needs; ensure timely payments to employees and vendors, accurate financial reporting, top- quality procurement and delivery, and efficient business systems. • Maintain gains in vacancy rate by expanding digital recruitment; evaluating, streamlining, and innovating for effective hiring practices; and building long- term capacity through strategic pipeline programs.
• Maintain City facilities, equipment, vehicles, and manage space usage; oversee the City’s capital projects, ensuring on-time and on-budget delivery of facilities.
• Leverage innovative solutions and data to support City priorities, address service gaps, improve quality of life, and provide departments with analytics tools for evidence-based decision-making and enhanced service delivery.
2026-2027 Budget Study Sessions Slide 7
STRATEGIC SUPPORT Proposed Budget Actions
Proposal Title Amount
Previously Funded
One-Time?
Information Technology Equipment Refresh (ITD) $5,000,000 N City-Wide Grants Management Software (FIN) $500,000 N
Fleet Maintenance Services Enhancement Staffing (PW) $380,298 N San José 311 Migration (ITD) $276,000 N
Cashiering and Payment Processing Application Migration (FIN) $100,000 N Finance Administration & Payment Processing Staffing (FIN) ($282,153) N Transfer to Vehicle Maintenance and Operations Fund (PW) ($250,000) N Unanticipated/Emergency Maintenance (PW) ($250,000) N
Workforce Development Pipeline Staffing (HR) ($211,860) N Help Desk Staffing (ITD) ($193,186) N
STRATEGIC SUPPORT CSA
SUMMARY
Slide 8
CSA NAME 8 2022-2023 Budget Study Sessions
• Achieve strong financial performance for the City’s public resources • Maintain City facilities, equipment, and vehicles, and manage space usage • Ensure employees and customers have the well-maintained facilities, technology tools, and equipment they need
• Ensure a well-trained, engaged, and customer service-oriented workforce • Enrich the quality of life in San José through innovation, collaboration, and engagement
STRATEGIC SUPPORT CSA
2026-2027 PROPOSED
OPERATING BUDGET
OUTCOMES:
- Excellent City service delivery that enhances internal and external customer experience and engagement - Strategic investments in people, technology, and assets - Inclusive, adaptive, and sustainable work environment Presenter: Khaled Tawfik, Director, Information Technology/Chief Information Officer Panelists: Aram Kouyoumdjian, Director, Human Resources/Employee Relations Sylvia Jefferson, Assistant Director, Finance
Matt Loesch, Director, Public Works