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THE CITY OF SOUTH BEND <br />2003 BUDGET -SUMMARY OF MAJOR CHANGES FROM 2002 <br />INTERNAL SERVICE FUND - LIAI3ILITY INSURANCE RESERVE (Fund #226) <br /> 2001 2002 2002 4nticipated 2003 <br /> Actual Actual Budget Changes Budget <br />REVENUE: <br />Allocations Charged to City Funds 1,671,296 1,838,636 1,838,637 420,205 a 2,258,842 <br />Police Officer Take Home Car Insurance Payments 64,904 59,974 59,800 0 59,800 <br />Interest on Investments 23,332 9,717 40,000 (30,000) 10,000 <br />Miscellaneous Revenues 0 296,899 b 0 0 0 <br />Total Revenue 1,759,532 2,205,226 1,938,437 390,205 2,328,642 <br />Total Revenue Increase/(Decrease) 390,205 <br />Revenue Increase/(Decrease) as a Percent 20.1% <br /> 2001 2002 2002 Salary Other 2003 % of <br /> Actual Actual Budget Ordinance Changes Budget Change <br />EXPENDITURES: <br />Personnel Costs: <br />Salaries 79,808 91,143 105,748 1,301 107,049 <br />Benefits 19,507 26,211 29,823 142 3,643 c 33,608 <br />Total Personnel Costs 99,315 117,354 135,571 1,443 3,643 140,657 3.8% <br />Supplies 5,651 7,441 5,837 0 0 5,837 0.0% <br />Services (Department only): <br />Education & Training 32,925 29,816 36,000 0 707 36,707 <br />Other Misc Services 10,253 9,452 11,150 0 0 11,150 <br />Total Services (Department only) 43,178 39,268 47,150 0 707 47,857 1.5% <br />Services (Citywide): <br />Consultant Fees & Loss Control Fees 85,125 88,354 107,000 0 (1,000) 106,000 <br />Workers' Comp Claims (excl Police 8 Fire) 307,605 239,147 250,000 0 85,000 d 335,000 <br />Workers' Comp Claims (Police & Fire only) 180,747 836,145 b 210,000 0 25,000 d 235,000 <br />Workers' Comp Third Party Fees (excl Police & Fire) 65,276 86,623 86,400 0 24,000 d 110,400 <br />Workers' Comp Third Party Fees (Police & Fire only) 49,243 65,348 65,600 0 18,000 d 83,600 <br />Self Insurance Liability Claims (excl Police Cars) 510,871 279,398 570,000 0 0 570,000 <br />Self Insurance Liability Claims (Police Cars only) 142,236 67,113 89,800 0 0 89,800 <br />Property Insurance &Misc Policies 155,163 264,226 268,000 0 227,000 a 495,000 <br />Misc Fees & Programs 57,150 54,802 67,660 0 0 67,660 <br />Total Services (Citywide) 1,553,416 1,981,156 1,714,460 0 378,000 2,092,460 22.0% <br />Other Uses: <br />Admin Fees (General Fund) 34,924 35,418 35,418 0 4,631 40,049 <br />Total Other Uses 34,924 35,418 35,418 0 4,631 40,049 <br />Total Expenditures 1,736,484 2,180,637 1,938,436 1,443 386,981 2,326,860 <br />Total Expenditures Increase/(Decrease) <br />Expenditures Increasel(Decrease) as a Percent <br />Expenditures Increase/(Decrease) as a Percent -excluding the increase needed for property insurance <br />Revenue Over / (Under) Expenditures <br />23,048 24,589 <br />NOTES: <br />a -Reflects an overall 23.0% increase in current year allocations to all "user" funds. Individual fund allocations vary based upon a variety of <br />potential "risk" indicators including historical claim experience, number of employees in each department, operating and personnel <br />budget levels and property values. <br />b- Payment and reimbursement of medical bills exceeding the $250,000 limit. The City bills the excess liability carrier quartedy for reimbursement. <br />c -Includes an average cost increase of 13% for the Citys Self-insurance Health Plan plus any necessary changes from last year's budget regarding <br />coverage options chosen by employees (i.e., family, single or rebate). Also includes a increase of the City's mandated contributions <br />to the State's PERF Plan which was 3.00% of total salary in 2002 to 3.25% in 2003. This rate is determined by the Indiana Board of <br />Trustees of PERF on an annual basis. <br />d -Total expenditures budgeted for workers compensation claims and professional/processing costs related to those claims increased only <br />23.0% overall from 2002 to 2003. This was determined using projections based upon current year trends, historical information and other <br />factors impacting the handling of workers comp claims. <br />e - Reflects a significant projected increase (85%) in the cost of the City's property insurance policy. This increase is direct impact of the insurance <br />market's anticipated increase in 2003. <br />388,424 <br />20.0% <br />8.3°h <br />1,782 <br />