HomeMy WebLinkAbout06b Budget Hearing Packet - IDEA
2020 BUDGET PRESENTATION
OFFICE OF INCLUSION, DIVERSITY, EQUITY, AND ACCESS (IDEA)
SEPTEMBER 4, 2019
PowerPoint Presentation ....................................................................................................................................................................... 1-17
Budget Summary Sheets .............................................................................................................................................................. 18-20
Fund 101-1008 – GENERAL FUND (Human Rights) ........................................................................................................ 18
Fund 258 –HUMAN RIGHTS FEDERAL GRANT ................................................................................................................ 19
Fund 101-0451 –GENERAL FUND (Diversity & Inclusion) ............................................................................................ 20
Staffing Summary ................................................................................................................................................................................. 21
Line Level Budget Detail .............................................................................................................................................................. 22-23
CITY OF SOUTH BEND, IN
Common Council
2020 Budget Hearings
Office of Inclusion, Diversity, Equity, and Access (IDEA)
CITY OF SOUTH BEND, IN
Our Purpose
The Office of Inclusion, Diversity, Equity, and Access (IDEA)
provides support, education, direction, and accountability for
equitable law, policy, process and procedure development
for City services like human capital functions, contracting and
procurement, Human Rights, and overall community well-
being strategic plans that include underrepresented
population entrepreneurship development, inclusive
community arts, and racial disparities across sectors.
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CITY OF SOUTH BEND, IN
Our values
•Accountability
•Inclusion
•Innovation
•Empowerment
•Excellence
CITY OF SOUTH BEND, IN
South Bend Human Rights
Commission
Common Council 2020 Budget Hearings
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CITY OF SOUTH BEND, IN
2020 Department Goals
•Education and Training facilitated by HRC – co-sponsored with EEOC/HUD, offered on a quarterly basis
•Increased attendance at community events
•Increase of federal funding due to surge in case production
•Commission will continue to strive for completing investigations within 180 days or less
•Continue to seek grants and other forms of revenue to supplement the general fund budget
•Maintain federal contracts with EEOC and HUD
•Maintain Community Investment contracts: CDBG with the City of South Bend, and currently pending, City of Mishawaka
•Opportunity for Commissioners to attend more trainings
CITY OF SOUTH BEND, IN
2020 Budget Overview
Human Rights Department Budget Summary
2019 2020
2017 2018 Amended 06/30/19 Proposed
Actual Actual Budget Actual Budget
Expenditures by Activity
Human Rights Department 410,493 367,811 385,706 120,416 315,748
EEOC Grant 9,952 41,941 114,044 50,590 131,274
HUD Grant 103,639 84,003 120,944 40,793 111,174
Scholarship Program 16,118 23,369 28,150 1,850 28,150
Total Expenditures 540,202 517,123 648,844 213,649 586,346
Expenditures by Type
Personnel
Salaries & Wages 253,684 228,904 321,540 117,328 298,816
Fringe Benefits 104,085 90,830 106,666 32,702 113,625
Total Personnel 357,769 319,734 428,206 150,030 412,441
Supplies 7,612 2,670 3,037 1,195 3,000
Services & Charges
Professional Services 24,727 37,812 27,800 11,691 27,800
Printing & Advertising 12,889 15,369 41,150 1,850 23,150
Education & Training 968 1,476 6,000 348 6,000
Travel 5,259 7,249 15,300 2,250 15,300
Repairs & Maintenance 8,879 10,046 9,200 3,825 9,200
Other Interfund Allocations 64,944 68,231 49,491 24,741 28,716
Other Services & Charges 57,155 54,538 68,660 17,719 60,739
Total Services & Charges 174,821 194,720 217,601 62,424 170,905
Operating Expenditures 540,202 517,123 648,844 213,649 586,346
Capital ---- -
Total Expenditures 540,202 517,123 648,844 213,649 586,346
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CITY OF SOUTH BEND, IN
Revenue
Intergov./ Shared Revenues --30,000 30,000 30,000
Donations -----
Other Income -21,734 9,613 9,613 -
Total Revenue -21,734 39,613 39,613 30,000
Revenue
Intergov./ Grants 206,450 74,580 145,000 77,500 138,200
Interest Earnings 4,417 8,862 7,000 5,274 9,176
Other Income 16,362 23,303 20,400 270 7,050
Transfers In -----
Total Revenue 227,229 106,745 172,400 83,044 154,426
2020 Budget Overview
CITY OF SOUTH BEND, IN
Operating Budget –Highlights & Changes
•In 2019, a part-time Administrative Assistant II will be added to the General Fund (101) to help with intake due to the
increased caseload. The Human Rights Commission budgeted for a second Administrative Assistant in 2019. The St.
Joseph County agrees to reimburse the City to fund it. The Employment Manager position will be moved from the
General Fund (101) to the Human Rights Federal Grant Fund (258). This position handles all EEOC issues. The decrease in
Fringe Benefits is due to a one-time break in the health insurance cost per employee in 2019. In 2020, health insurance
cost per employee is budgeted to increase back to the regular rates.
•Interfund allocations decreased due to usage.
•The decrease in other services and charges of 14% is due to new rental lease agreement, which eliminates cost of
property taxes for the portion of square footage (2,975) being used by the South Bend Human Rights Commission.
•Printing and Advertisement: scholarships funds 258 and expense account were switched over to 217 for clarity proposes.
•Received funding from St. Joseph County to investigate discrimination complaints from county residents in accordance
with the Interlocal Agreement.
•HRC-PT Housing Administrative Assistant request for promotion to FT Intake Officer/Investigator. This position is funded
in part by St. Joseph County and General Fund. Position is needed to accommodate increase in caseload due to county
jurisdiction expansion.
•HRC-Employment Manager and the Housing Manager request for increase and title change to Director of Employment
and Director of Housing. This change was made as a result of the Executive Director of Human Rights retiring in January
2019. A portion of the salary for the Human Rights Director will be shared between the two positions.
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CITY OF SOUTH BEND, IN
2020 HRC ORGANIZATIONAL CHART
Co - Director
Director of
Housing
Co - Director
Director of
Employment
Board of
Commissioners
Commission
Attorney
Staff Attorney
Employment
Investigator
Intake Officer/
Investigator
Administrative
Assistant
PT
Administrative
Assistant
CITY OF SOUTH BEND, IN
2020 Capital Projects
•No Capital Projects for 2020
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CITY OF SOUTH BEND, IN
2020 –Special Initiatives
•No Special Initiatives for 2020
CITY OF SOUTH BEND, IN
Questions?
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CITY OF SOUTH BEND, IN
Office of Inclusion, Diversity,
Equity and Access (IDEA)
Common Council 2020 Budget Hearings
CITY OF SOUTH BEND, IN
Current Organizational Chart
DIO
Human Rights
Commission
Co-Director
Housing
PT Housing
Administrative
Assistant
Administrative
Assistant
Co-Director
Employment
Investigator I
PT
Administrative
Assistant
Manager,
Inclusion
Projects
PT DI Fellow
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CITY OF SOUTH BEND, IN
What we do (ODI): Empowering residents to
thrive
•Support inclusion and equity in HR functions—workshops, toolkits (co-sponsor with Notre Dame Robin DiAngelo Workshop)
•Policy, process changes in HR, procurement, contracting, city funding disbursement, inclusive community well-being
•Annual reporting and research inclusive procurement and contracting, economic, juvenile and criminal justice racial and gender disparities
•Support minority and women local small business resource organizations—Westside Small Business Resource Center/CUC@ProjectImpact
•Reducing gender, disabilities, racial disparity initiatives-research, policy, workshops, strategy implementation
•Inclusive community workshops, training
•Annual Minority Business Fair—P3 with local sorority (AKA)
•Inclusive community arts support—August Wilson Project, InterAction Conference
•Inclusive Procurement Grant Proposal planning and execution
•Home Grown Project-Local Law Enforcement Diversity Recruitment Plan execution Phase II
•Review of SBPD hiring policy and requirements
•Trauma Informed Community Plan to proactively address racial disparities and access in healthcare-mental wellness, housing, education, justice (juvenile and criminal), inclusive economic development-MBE development and support
•CDFI-Friendly Community Plan—partnership with City departments
•Immigrant Entrepreneurship Initiatives
CITY OF SOUTH BEND, IN
2020 Department Goals
•Increase MWBE utilization in procurement by 4%.
•Increase MWBE utilization in contracting by 5%.
•Grow the available MWBE’s within our geographic marketplace in areas of NAICS use in City procurement and contracting by 20.
•Increase access to IDEA educational workshops, procurement and contracting information, small local minority and women business enterprises resources, and funding support for P3 programming that addresses the reduction of racial disparities in South Bend.
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CITY OF SOUTH BEND, IN
2020 Budget Overview for IDEA
2019 2020
2017 2018 Amended 06/30/19 Proposed
Actual Actual Budget Actual Budget
Expenditures by Type
Personnel
Salaries & Wages - - 140,095 - 209,582
Health Insurance - - 20,112 - 34,831
Fringe Benefits - - 25,808 - 37,036
Total Personnel - - 186,015 - 281,449
Supplies - - 3,000 - 3,000
Services & Charges
Professional Services - - 5,000 - 5,000
Printing & Advertising - - - - -
Education & Training - - 3,150 - 43,500
Travel - - 2,000 - 5,000
Other Interfund Allocations - - 12,848 - 18,942
Other Services & Charges - - 8,500 - 8,500
Transfers Out - - - - -
Total Services & Charges - - 31,498 - 80,942
Capital - - - - -
Total Expenditures - - 220,513 - 365,391
Revenue
Charges for Services - - - - 35,000
Grants - - 50,000 - -
Other Income - - - - -
Total Revenue - - 50,000 - 35,000
CITY OF SOUTH BEND, IN
Operating Budget –Highlights & Changes
•Increase in Professional Services
•Consulting fees for mental health care professionals (Trauma Informed Community, Home Grown Project-law enforcement recruitment),
•Diversity, Equity, and Inclusion consulting fees (internal and external neighborhood workshops),
•Career Pathways Registered Apprenticeship Consulting Facilitator Fees,
•Contract Compliance Site Visit consulting fees,
•Lead Abatement Worker, Supervisor Training Consulting Fees--MBE development,
•Doing Business with the City workshop consulting fees, Immigrant Entrepreneurship Program consulting fees (Mayor's Entrepreneurship Conference/Kaufman Foundation),
•Closing the Gap Annual Summit consultant fees for criminal justice, juvenile justice reform, education reform, neighborhoods and housing, healthcare, business development, immigration and globalization.
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CITY OF SOUTH BEND, IN
Operating Budget –Highlights & Changes
•Increase in Education and Training
•Professional Development and Certification
•City-Wide Education and Training (Contract Compliance Training (Internal and External),
•Human Trafficking Training,
•Trauma Informed Community Training,
•Home Grown Project Workshops (Mental Wellness [Practitioners Fee], DI [Practitioners Fee], PD [Facilitators Fee])
•MWBE Doing Business with the City Workshops,
•Immigrant Career Pathways Training,
•Career Pathways-Registered Apprenticeship Training (RBO);
•Lead Worker and Supervisor Training and Certification,
•Neighborhood DI Workshops [Facilitators Fee],
•Annual Closing the Gap Conference
•Criminal and Juvenile Justice Reform, Educational Reform, Neighborhoods and Housing, Healthcare, Business Development, Immigration and Globalization
CITY OF SOUTH BEND, IN
Operating Budget –Highlights & Changes
•New Personnel Requests
•At least 1 additional FTE to address the recommendations of the
MWBE Disparity Study
•Contract Compliance Coordinator
•Increase in salary cap for Manager, Inclusion Project, from $52,000
to $57,000 (9.62%)
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CITY OF SOUTH BEND, IN
Proposed Organizational Chart
DIO
Human Rights
Commission
Co-Director
Housing
Administrative
Assistant
Intake
Officer/Investigator
Co-Director
Employment
Employment
Investigator
PT Administrative
Assistant
Manager,
Inclusion Projects
Contract
Compliance
Coordinator
PT DI Fellow
CITY OF SOUTH BEND, IN
IDEA Responsibilities-Inclusive Procurement
and Contracting
•Quarterly and annual reporting
•Implement electronic contracting data collection,
monitoring and notification system.
•Provide support resources to contractors and vendors
•Labor compliance specialization
•Contract compliance specialization
•Focus on reducing barriers to MWBE prime contract awards
•Partner with Public Works and VPA to unbundle awards
•Review experience requirements
•Review surety bonding and insurance requirements
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CITY OF SOUTH BEND, IN
IDEA Responsibilities-Inclusive Procurement
and Contracting
•Vendor communication and outreach to MWBE’s and Small
Firms
•Matchmaking sessions
•Contracting forecasting
•Targeted emails regarding upcoming contracts
•Identify firms that are not currently certified, but might be eligible for
inclusion
•Offer “debriefings” after bid awards
•Offer more trainings—possibly online videos
CITY OF SOUTH BEND, IN
IDEA Responsibilities-Inclusive Procurement
and Contracting
•Partner with other agencies and local organizations to
provide bonding, financing, and technical assistance
programs.
•TA for estimating, accounting, safety, marketing, legal compliance
etc.
•Provide training for all City staff with contracting or
procurement responsibilities or vendor interface
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CITY OF SOUTH BEND, IN
IDEA Responsibilities-Inclusive Procurement
and Contracting
•Goal setting
•Overall City goal for MWBE utilization
•Project-specific goal setting by NAICS code availability
•Compliance and Monitoring Policies and Procedures
•Contract award and performance standards
•Clearly delineated policies and forms by which a bidder or proposer can establish that it has either met the contract goal(s) or made good faith efforts to do so.
•Rules for how participation by certified firms will be counted towards the goal(s). A firm must perform a “commercially useful function” in order to be counted for goal attainment. How various types of goods or services will be credited towards meeting goals must be clearly spelled out (for example, whether full credit will be given for purchases from certified regular dealers or suppliers).
•Criteria and processes for how non-performing, certified firms can be substituted during performance.
•Contract closeout procedures and standards for sanctions for firms that fail to meet their contractual requirements under the program.
•A process to appeal adverse determinations under the program that meets due process standards.
CITY OF SOUTH BEND, IN
IDEA Responsibilities-Inclusive Procurement
and Contracting
•Conduct a full and thorough review of the evidentiary basis for a new M/WBE program approximately every five to seven years.
•Develop quantitative performance measures for overall success of its race- and gender-neutral measures and any M/WBE program to evaluate the effectiveness of various approaches in reducing the systemic barriers identified by the study.
•Progress towards meeting the overall, annual M/WBE goal.
•The number of bids or proposals, industry and the dollar amount of the awards and the goal shortfall, where the bidder was unable to meet the goals and submitted good faith efforts to do so.
•The number and dollar amount of bids or proposals and industry rejected as non-responsive for failure to make good faith efforts to meet the goal.
•The number, industry and dollar amount of M/WBE substitutions during contract performance.
•Increased bidding by certified firms as prime vendors, including awards through a SBE target market.
•Increased prime contract awards to certified firms.
•Increased “capacity” of certified firms, as measured by bonding limits, size of jobs, profitability, complexity of work, etc.
•Increased variety in the industries in which M/WBEs are awarded prime contracts and subcontracts.
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CITY OF SOUTH BEND, IN
Special Initiatives 2020
Office of Inclusion, Diversity, Equity and Access (IDEA)
CITY OF SOUTH BEND, IN
2020 –Special Initiatives for IDEA
•City of South Bend MWBE Disparity Study Recommendation
Implementation
•Funding/Resources from City of South Bend/Citi Foundation
•Proposal
•Implement the recommendations of the City’s first MWBE Disparity
Study.
•Why Now?
•Fulfilling a 32 year request from the residents of South Bend for
equity in contracting and procurement
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CITY OF SOUTH BEND, IN
2020 –Special Initiatives for IDEA
•Living Cities Inclusive Procurement Grant Award $50,000
•Funding from Citi Foundation
•Proposal
•Create a sustainable inclusive economic ecosystem by leveraging $1.8B in procurement and contracting spending of the top 10 employers in South Bend to develop and support local small minority business enterprises. This will be accomplished by identifying space within existing supply chains of the top 10 employers using organizational procurement and contracting forecasts, and developing community benefit agreements between underserved communities and the top 10 employers in South Bend.
•Why now?
•As our City recovers and reestablishes its economic viability, this initiative seeks to include segments of our populations that have been excluded from economic growth and entrepreneurship opportunities.
CITY OF SOUTH BEND, IN
2020 –Special Initiatives for IDEA
•Trauma-Informed Community
•Funding/Resources from City of South Bend and private organizations (P3)
•Proposal
•Create and implement a comprehensive community-wide plan to educate, and support a compassionate and restorative model of engagement that reimagines educational system policy and support, criminal and juvenile justice system policy and support, economic development policy and support, and housing policy and support with the central tenant of community mental wellness and overall community well-being starting in our neighborhoods.
•Why now?
•As our City envisions our future—how we want to grow, and how we want to treat our residents, we should acknowledge the broad impact of community trauma and mental wellness across education, criminal and juvenile justice, economic development, housing, and transportation; and commit to boldly investing in that compassionate and equitable future with our resources today.
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CITY OF SOUTH BEND, IN
2020 –Special Initiatives for IDEA
•HOME GROWN Diverse Law Enforcement Candidate Recruitment and Development Program
•Funding/Resources from City of South Bend and St. Joseph County Police Department
•Proposal
•The purpose of the interagency inclusive local law enforcement recruitment solution (HOME GROWN PROJECT) is to provide a community-led diverse candidate identification and development structure for South Bend Police Department and St. Joseph County Police Department. The City of South Bend and St. Joseph County public safety agencies recognize the need for interagency diverse candidate recruitment. To remedy the interagency inclusive diverse candidate recruitment problem, the City of South Bend Police Department, and St. Joseph County Police Department, will work cooperatively to develop an interagency inclusive local law enforcement recruitment solution—the HOME GROWN PROJECT. This solution establishes dedicated experiential learning opportunities, staff resources, technical assistance, facilities accessibility, and departmental funding to address a community-wide challenge.
•Why now?
•In the wake of conversations across the country, and more importantly right here in South Bend, there is a clear community mandate to see more gender, ethnic and racial representation within the ranks of the law enforcement community that we expect to protect us. Today’s public safety diverse candidate recruitment realities have highlighted the need for agencies to work together to establish inclusive recruitment pipeline strategies.
CITY OF SOUTH BEND, IN
2020 –Special Initiatives for IDEA
•CDFI-Friendly Community
•Funding/Resources Public, Private Partnership (P3) between the City of South Bend and various CDFI’s, and local organizations
•Proposal
•Expand and stabilize South Bend’s work to create inclusive and equitable community and economic growth by providing financial resources to historically underserved populations for entrepreneurship, business capacity building and investments, home repair, and short term lending as an alternative to predatory lenders. We would also advance the possibility of South Bend becoming the nation’s second CDFI Friendly Community.
•Why now?
•We have local financial institutions actively addressing and willing to do more NOW to provide access to financial products and support to our community. The unique challenge in the United States, informed by a history of intentional divestment, and exclusion creates an opportunity for the City of South Bend to be intentional in providing access to financial resources to populations that have historically been excluded.
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CITY OF SOUTH BEND, IN
Questions?
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City of South Bend, Indiana 2020 Budget
Fund 101 - General Fund
Human Rights (1008)
2019 2020 Budget
2017 2018 Amended 06/30/19 Proposed Forecast Variance %
Actual Actual Budget Actual Budget 2021 2022 2023 2024 2019-2020 Change
Expenditures by Type
Personnel
Salaries & Wages 201,641 176,018 212,610 58,073 163,686 166,539 169,449 172,418 175,447 (48,924) -23%
Health Insurance 40,313 31,436 30,168 7,518 34,831 36,931 39,031 41,431 43,831 4,663 15%
Fringe Benefits 38,337 33,637 35,340 7,863 29,376 29,954 30,544 31,145 31,761 (5,964) -17%
Total Personnel 280,291 241,092 278,118 73,454 227,893 233,424 239,024 244,994 251,039 (50,225) -18%
Supplies 559 898 1,037 928 1,000 1,000 1,000 1,000 1,000 (37) -4%
Services & Charges
Professional Services - - - - - - - - - - -
Education & Training - 1,461 2,500 - 2,500 2,500 2,500 2,500 2,500 - 0%
Travel 704 837 - - - - - - - - -
Repairs & Maintenance 8,879 10,046 9,200 3,825 9,200 9,200 9,200 9,200 9,200 - 0%
Other Interfund Allocations 64,944 68,231 49,491 24,741 28,716 30,940 31,494 32,159 32,756 (20,775) -42%
Other Services & Charges 49,510 45,246 45,360 17,467 46,439 47,550 48,695 49,874 51,088 1,079 2%
Transfers Out - - - - - - - - - - -
Total Services & Charges 124,037 125,821 106,551 46,033 86,855 90,190 91,889 93,733 95,544 (19,696) -18%
Capital - - - - - - - - - - -
Total Expenditures 404,887 367,811 385,706 120,416 315,748 324,614 331,913 339,727 347,583 (69,958) -18%
Revenue
Intergov./ Shared Revenues - - 30,000 30,000 30,000 30,000 30,000 30,000 30,000 - 0%
Donations - - - - - - - - - - -
Other Income - 21,734 9,613 9,613 - - - - - (9,613) -100%
Total Revenue - 21,734 39,613 39,613 30,000 30,000 30,000 30,000 30,000 (9,613) -24%
Department Purpose:
Explanation of Revenue Sources:
Explanation of Expenditures, Staffing, and Significant Changes/Variances:
The purpose of the South Bend Human Rights Commission is to study and act upon problems which involve relationships between members of different ethnic groups, sexes, sexual orientation or
gender identity, nationalities, the disabled, and families with children. The South Bend Human Rights Commission's duties lie in enforcing employment, fair housing, public accommodations, and
education. Their goal is to ensure equal employment opportunity for all individuals, and to provide legal recourse in the areas of discrimination. The Human Rights Commission provides keys to unlock
the doors of discrimination.
MISSION STATEMENT
To provide service to the citizens of South Bend through impartial, unbiased decisions regarding discrimination charges filed with the South Bend Human Rights Commission under the ordinance in areas
of employment, housing, public accommodation and education, based on race, religion, color, sex, national origin or ancestry, sexual orientation or gender identity, disability and in housing familial status.
To stimulate community awareness of equal protection of the law in protected areas through education, collaboration, and coordination with other community agencies.
DUTIES AND POWERS OF THE COMMISSION
In addition to receiving and or initiating investigations of discriminatory practices and recommending for appointment to the Mayor such personnel as may be necessary, the Commission can act as
conciliator in matters involving race, religion, color, sex, national origin or ancestry, sexual orientation or gender identity, disability and in housing familial status. It can create advisory committees and sub-
committees to effectuate its purposes. It can recommend to the Mayor and Common Council legislation to further purposes of the ordinance. It can take testimony of any person under oath relating to
any matter in question before it. Upon the approval of the Department of Law, it can subpoena witnesses, documents, and records pertinent to matters under investigation.
This department is funded by property tax revenue collected in the General Fund and ocassionally receives grants. HUD and EEOC grants are received in the Human Rights Federal Grant Fund (258).
In 2018, the South Bend Human Rights Commission expanded from City of South Bend to St. Joseph County. The South Bend Human Rights Commission is one of only two in the state of Indiana
eligible to investigate ICRC and EEOC cases. In 2018, the South Bend Human Rights Commission handled 5,043 inquiries within city limits. The continued partnership with St. Joseph County, to
investigate discrimination complaints, has resulted in an increase in caseload.
In 2019, a part-time Administrative Assistant II will be added to the General Fund (101) to help with intake due to the increased caseload. The Human Rights Commission budgeted for a second
Administrative Assistant in 2019, but will only fill the position if St. Joseph County agrees to reimburse the City. The Employment Manager position will be moved from the General Fund (101) to the
Human Rights Federal Grant Fund (258). This position handles all EEOC issues. The decrease in Fringe Benefits is due to a one-time break in the health insurance cost per employee in 2019. In 2020,
health insurance cost per employee is budgeted to increase back to the regular rates. The decrease in other services and charges of 14% is due to new rental lease agreement, which eliminates cost of
property taxes for the portion of square footage (2,975) being used by the South Bend Human Rights Commission.
2020 Goals
- Continue to work with the City of Mishawaka and St. Joseph County to ensure that all of the residents of St. Joseph County are ensured equal opportunity.
- Continue to work in the community with the Diversity & Inclusion Director. Continue to inform residents that diversity strengthens and benefits our community through our community through
inclusion of all types of people.
- Work with the Diversity and Inclusion Director in an effort to further the City’s goal of ensuring that all employees in the City have the opportunity to accel.
- The Commission will continue the policy that all cases filed with the Commission must be completed within 180 days or less with an exception for those cases that require legal intervention. Those cases
must be completed within 360 days.
- Maintain Federal contracts with EEOC and HUD and local contracts with Community Investment.
- Continue to seek grants and other forms of revenue to supplement the General Fund budget.
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City of South Bend, Indiana 2020 Budget
Fund 258 - Human Rights Federal Grant
Fund Type Special Revenue Funds Control City Funds
2019 2020 Budget
2017 2018 Amended 06/30/19 Proposed Forecast Variance %
Actual Actual Budget Actual Budget 2021 2022 2023 2024 2019-2020 Change
Revenue
Intergov./ Grants 206,450 74,580 145,000 77,500 138,200 138,200 138,200 138,200 138,200 (6,800) -5%
Interest Earnings 4,417 8,862 7,000 5,274 9,176 6,762 4,202 1,486 - 2,176 31%
Other Income 16,362 23,303 20,400 270 7,050 7,050 7,050 7,050 7,050 (13,350) -65%
Transfers In - - - - - - - - - - -
Total Revenue 227,229 106,745 172,400 83,044 154,426 152,012 149,452 146,736 145,250 (17,974) -10%
Expenditures by Type
Personnel
Salaries & Wages 52,043 52,886 108,930 59,255 135,130 137,832 140,588 143,400 146,268 26,200 24%
Health Insurance 15,646 15,646 20,112 5,856 23,220 24,620 26,020 27,620 29,220 3,108 15%
Fringe Benefits 9,789 10,110 21,046 11,465 26,198 26,746 27,302 27,872 28,456 5,152 24%
Total Personnel 77,478 78,642 150,088 76,576 184,548 189,198 193,910 198,892 203,944 34,460 23%
Supplies 7,054 1,772 2,000 266 2,000 2,000 2,000 2,000 2,000 - 0%
Services & Charges
Professional Services 24,727 37,812 27,800 11,691 27,800 27,800 27,800 27,800 27,800 - 0%
Printing & Advertising 12,889 15,369 22,000 - 4,000 4,000 4,000 4,000 4,000 (18,000) -82%
Education & Training 968 15 3,500 348 3,500 3,500 3,500 3,500 3,500 - 0%
Travel 4,555 6,412 15,300 2,250 15,300 15,300 15,300 15,300 15,300 - 0%
Other Services & Charges 7,645 9,292 14,300 252 5,300 5,300 5,300 5,300 5,300 (9,000) -63%
Total Services & Charges 50,784 68,899 82,900 91,034 55,900 55,900 55,900 55,900 55,900 (27,000) -33%
Total Expenditures 135,315 149,313 234,988 167,876 242,448 247,098 251,810 256,792 261,844 7,460 3%
Net Surplus / (Deficit)91,914 (42,567) (62,588) (84,832) (88,022) (95,086) (102,358) (110,056) (116,594)
Beginning Cash Balance 479,360 572,740 529,536 466,948 378,926 283,840 181,482 71,426 Cash Reserve
Cash Adjustments 1,467 (637) - - - - - -
Ending Cash Balance 572,740 529,536 466,948 378,926 283,840 181,482 71,426 (45,168)
Cash Reserves Target 33,829 37,328 58,747 60,612 61,775 62,953 64,198 65,461
Fund Purpose:
Explanation of Revenue Sources:
Explanation of Expenditures, Staffing, and Significant Changes/Variances:
25% of Annual expenditures
In 2020, both the Employment Manager and the Housing Manager will be titled Director of Employment and Director of Housing. This change was made as a result of the Director Of Human Rights
retiring beginning of 2019. A portion of the salary for the Human Rights Director will be shared between the two positions.
This fund is funded by federal grants, including grants from the Department of Housing & Urban Development (HUD) and the Equal Employment Opportunity Commission (EEOC).
This fund tracks the portion of the Human Rights Department that is funded by the federal government.
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City of South Bend, Indiana 2020 Budget
Fund 101 - General Fund
Diversity & Inclusion (0451)
2019 2020 Budget
2017 2018 Amended 06/30/19 Proposed Forecast Variance %
Actual Actual Budget Actual Budget 2021 2022 2023 2024 2019-2020 Change
Expenditures by Type
Personnel
Salaries & Wages - - 140,095 - 209,582 213,154 216,797 220,512 224,303 69,487 50%
Health Insurance - - 20,112 - 34,831 36,931 39,031 41,431 43,831 14,719 73%
Fringe Benefits - - 25,808 - 37,036 37,759 38,496 39,249 40,019 11,228 44%
Total Personnel - - 186,015 - 281,449 287,844 294,324 301,192 308,153 95,434 51%
Supplies - - 3,000 - 3,000 3,000 3,000 3,000 3,000 - 0%
Services & Charges
Professional Services - - 5,000 - 5,000 5,000 5,000 5,000 5,000 - 0%
Printing & Advertising - - - - - - - - - - -
Education & Training - - 3,150 - 43,500 43,500 43,500 43,500 43,500 40,350 1281%
Travel - - 2,000 - 5,000 5,000 5,000 5,000 5,000 3,000 150%
Other Interfund Allocations - - 12,848 - 18,942 22,221 22,639 23,148 23,533 6,094 47%
Other Services & Charges - - 8,500 - 8,500 8,500 8,500 8,500 8,500 - 0%
Transfers Out - - - - - - - - - - -
Total Services & Charges - - 31,498 - 80,942 84,221 84,639 85,148 85,533 49,444 157%
Capital - - - - - - - - - - -
Total Expenditures - - 220,513 - 365,391 375,065 381,963 389,340 396,686 144,878 66%
Revenue
Charges for Services - - - - 35,000 35,000 35,000 35,000 35,000 35,000 -
Donations - - 50,000 - - - - - - (50,000) -100%
Other Income - - - - - - - - - - -
Total Revenue - - 50,000 - 35,000 35,000 35,000 35,000 35,000 (15,000) -30%
Department Purpose:
Explanation of Revenue Sources:
Explanation of Expenditures, Staffing, and Significant Changes/Variances:
Living Cities Inclusive Procurement Grant
The Office of Diversity, Equity, Inclusion provides educational opportunities for internal and external stakeholders, direction for equitable policy, process and procedure development for City services,
funding disbursement, and underrepresented population entrepreneurship that empowers every employee and resident to thrive.
The Office of Diversity & Inclusion is seeking one additional position: Contract Compliance Administrator ($47,000). This position will report to the City Diversity and Inclusion Officer and is
responsible for making sure city vendors and contractors are in compliance with City of South Bend inclusive procurement policy, State and Federal laws. The posotopm will also be responsible for
tracking all race and gender neutral initiatives, and other approved programs that help create a more equitable and inclusive procurement outcomes for the City of South Bend.
In addition, the Office of Diversity & Inclusion is asking for a 14% increase in salary for the current position of Manager of Inclusion Projects as it is more in line with other position salaries with similar
scope across City departments.
The travel budget is for staff to attend various conferences. Possible conferences include: American Contract Compliance Association (ACCA), Just Economy, Government Alliance on Race and Equity
(GARE), Mid-States Minority Supplier Development Council (MSDC), Living Cities.
Other services and charges covers memberships to the following organizations: ACCA, GARE, Women's Business Enterprise National Council (WBENC), MidStates MSCS
2019: Living Cities Inclusive Procurement grant $50,000
2020: Workshop and training fees ($3,000 full day training workshops), non-compliance fees(variable scale), white papers ($50-$175)
On June 5, 2019, the Citi Foundation and Living Cities announced the expansion of the City Accelerator initiative on Inclusive Procurement, a retake on its fourth cohort, to 10 additional U.S. cities,
including South Bend. The 10 cities will work together over the next year to pursue a range of projects to find innovative, effective, locally-tailored strategies to leverage public purchasing power to
develop firms owned by people of color. Local initiatives range from implementing aggressive outreach strategies, developing procurement portals and creating an ecosystem of support services for firms
owned by people of color to increase their opportunities to gain city contracts.
Using the recommendations from the first City of South Bend MWBE Disparity Study for Purchasing and Contracting, the City’s project will focus on leveraging over $1.8 billion combined contracting
and procurement spending of the top 10 employers in South Bend. This will help to create, stabilize, and scale up MBE/MWBE’s that offer the goods, services, professional services and contracting used
locally every day to address the longstanding racial wealth divide through entrepreneurship.
In addition to a $50,000 grant, each city will receive a combination of coaching, technical assistance and implementation resources in the coming year. Cities may consider local policy reform, supplier
diversity engagement, improved contract compliance practices, utilization of tax incentives and economic development tools. Technical assistance for the effort will be provided by Griffin & Strong, a law
and public policy consulting firm specializing in disparity research and supplier diversity for government entities and private corporations.
20
2020 Proposed Staffing Summary City of South Bend
Fund Department Position Status FTE 2019 Salary
Cap
Proposed
% Increase
2020 Salary
Cap
101-0451 Diversity & Inclusion Diversity Compliance/Inclusion Officer NB 1 79,591$ 2.0%81,183$
101-0451 Diversity & Inclusion Manager-Inclusion Project NB 1 50,000$ 14.0%57,000$
101-0451 Diversity & Inclusion Contract Compliance Administrator NB 1 100'%47,000$
Total FTEs - Diversity & Inclusion 3
101-1008 Human Rights Investigator V NB 2 49,278$ 2.0%50,264$
101-1008 Human Rights Administrative Assistant I NB 1 41,336$ 2.0%42,163$
258-1008 Human Rights Director of Human Rights-Employment NB 1 54,465$ 24.1%67,565$
258-1009 Human Rights Director of Human Rights-Housing NB 1 54,465$ 24.1%67,565$
Total FTEs - Human Rights 5
Total FTES - Office of Inclusion, Diversity, Equity, and Access (IDEA)8
21
2020 Proposed Budget - Line-Level Detail City of South Bend
ACCOUNT DESCRIPTION DEPARTMENT CATEGORY NAME 2017
ACTUAL
2018
ACTUAL
2019
ORIGINAL
BUDGET
2019
AMENDED
BUDGET
6/30/2019
ACTUAL
2020
PROPOSED
BUDGET
2021
FORECAST
2022
FORECAST
2023
FORECAST
2024
FORECAST
101-0451-415.10-01 SALARIED WAGES Diversity & Inclusion Salaries & Wages - - - - - 178,574 240,286 245,092 249,993 254,994
101-0451-415.10-03 SEASONAL & INTERNS Diversity & Inclusion Salaries & Wages - - - - - 31,008 31,008 31,008 31,008 31,008
101-0451-415.11-01 FICA - REGULAR Diversity & Inclusion Fringe Benefits - - - - - 16,033 20,754 21,122 21,496 21,879
101-0451-415.11-04 PERF - REGULAR Diversity & Inclusion Fringe Benefits - - - - - 20,000 26,912 27,451 27,999 28,559
101-0451-415.11-07 UNEMPLOYMENT COMP Diversity & Inclusion Fringe Benefits - - - - - 18 71 123 174 231
101-0451-415.11-08 HEALTH INSURANCE Diversity & Inclusion Fringe Benefits - - - - - 34,831 60,442 62,442 66,442 70,442
101-0451-415.11-09 LIFE INSURANCE Diversity & Inclusion Fringe Benefits - - - - - 360 480 480 480 480
101-0451-415.11-29 PARENTAL LEAVE Diversity & Inclusion Fringe Benefits - - - - - 625 1,083 1,103 1,124 1,148
101-0451-415.21-02 PRINT SHOP Diversity & Inclusion Supplies - - - - - 1,500 1,500 1,500 1,500 1,500
101-0451-415.21-04 OFFICE SUPPLIES Diversity & Inclusion Supplies - - - - - 1,500 1,500 1,500 1,500 1,500
101-0451-415.31-06 OTHER PROFESSIONAL SVCS Diversity & Inclusion Professional Services - - - - - 5,000 80,000 80,000 80,000 80,000
101-0451-415.31-76 IT ALLOCATION Diversity & Inclusion Other Interfund Allocations - - - - - 18,548 22,465 22,255 22,303 22,384
101-0451-415.31-78 LIABILITY INSURANCE ALLOC Diversity & Inclusion Other Interfund Allocations - - - - - 394 442 451 460 469
101-0451-415.32-03 TRAVEL Diversity & Inclusion Travel - - - - - 5,000 7,000 7,000 7,000 7,000
101-0451-415.39-11 DUES & MEMBERSHIPS Diversity & Inclusion Other Services & Charges - - - - - 8,500 8,500 8,500 8,500 8,500
101-0451-415.39-70 EDUCATION & TRAINING Diversity & Inclusion Education & Training - - - - - 43,500 100,000 100,000 100,000 100,000
101-1008-415.10-01 SALARIED WAGES Human Rights Salaries & Wages 199,748 176,018 163,442 163,442 72,321 142,691 145,544 148,454 151,423 154,452
101-1008-415.10-09 PERMANENT PART-TIME Human Rights Salaries & Wages 1,893 - 49,168 49,168 808 20,995 20,995 20,995 20,995 20,995
101-1008-415.11-01 FICA - REGULAR Human Rights Fringe Benefits 15,238 13,463 16,265 16,265 5,518 12,522 12,740 12,963 13,190 13,421
101-1008-415.11-04 PERF - REGULAR Human Rights Fringe Benefits 22,584 19,327 18,306 18,306 5,402 15,981 16,301 16,627 16,959 17,298
101-1008-415.11-07 UNEMPLOYMENT COMP Human Rights Fringe Benefits - - - - - 14 44 74 106 139
101-1008-415.11-08 HEALTH INSURANCE Human Rights Fringe Benefits 40,313 31,436 30,168 30,168 6,532 34,831 45,331 46,831 49,831 52,831
101-1008-415.11-09 LIFE INSURANCE Human Rights Fringe Benefits 515 420 360 360 120 360 360 360 360 360
101-1008-415.11-29 PARENTAL LEAVE Human Rights Fringe Benefits - 427 409 409 114 499 655 668 681 695
101-1008-415.21-03 C.S. OFFICE SUPPLIES Human Rights Supplies 559 489 537 537 153 - - - - -
101-1008-415.21-04 OFFICE SUPPLIES Human Rights Supplies - 410 500 500 744 1,000 1,000 1,000 1,000 1,000
101-1008-415.31-70 ADM FEE ALLOCATION Human Rights Other Interfund Allocations 12,816 14,301 15,518 15,518 6,467 14,992 16,109 16,431 16,760 17,095
101-1008-415.31-71 CENTRAL STORES ALLOCATION Human Rights Other Interfund Allocations 264 612 812 812 336 - - - - -
101-1008-415.31-73 PRINT SHOP ALLOCATION Human Rights Other Interfund Allocations 900 1,086 1,502 1,502 627 1,571 1,426 1,399 1,429 1,459
101-1008-415.31-76 IT ALLOCATION Human Rights Other Interfund Allocations 49,740 50,981 30,944 30,944 12,891 11,168 19,886 19,701 19,743 19,815
101-1008-415.31-78 LIABILITY INSURANCE ALLOC Human Rights Other Interfund Allocations - - 715 715 295 985 1,106 1,128 1,151 1,174
101-1008-415.32-02 POSTAGE Human Rights Other Services & Charges 5,759 6,039 7,500 7,500 363 7,500 7,500 7,500 7,500 7,500
101-1008-415.32-05 OTHER COMM/TRANS Human Rights Travel 704 837 - - - - - - - -
101-1008-415.34-02 LIABILITY INSURANCE Human Rights Other Interfund Allocations 1,224 1,251 - - - - - - - -
101-1008-415.36-01 BUILDING R&M Human Rights Repairs & Maintenance 8,703 8,651 9,200 9,200 3,706 9,200 9,200 9,200 9,200 9,200
101-1008-415.36-02 OFFICE EQUIP R&M Human Rights Repairs & Maintenance 177 1,395 - - - - - - - -
101-1008-415.36-04 COMPUTER EQUIP R&M Human Rights Repairs & Maintenance - - - - - - - - - -
101-1008-415.37-03 OFFICE SPACE Human Rights Other Services & Charges 43,229 39,110 35,960 35,960 16,573 37,039 38,150 39,295 40,474 41,688
101-1008-415.39-10 SUBSCRIPTIONS Human Rights Other Services & Charges 472 97 700 700 - 700 700 700 700 700
101-1008-415.39-11 DUES & MEMBERSHIPS Human Rights Other Services & Charges 50 - 600 600 100 600 600 600 600 600
101-1008-415.39-12 SECURITY Human Rights Other Services & Charges - - 600 600 431 600 600 600 600 600
101-1008-415.39-70 EDUCATION & TRAINING Human Rights Education & Training - 1,461 2,500 2,500 - 2,500 2,500 2,500 2,500 2,500
258-1008-415.10-01 SALARIED WAGES Human Rights Salaries & Wages - - 54,465 54,465 2,308 67,565 68,916 70,294 71,700 73,134
258-1008-415.11-01 FICA - REGULAR Human Rights Fringe Benefits - - 4,167 4,167 177 5,169 5,272 5,377 5,485 5,595
258-1008-415.11-04 PERF - REGULAR Human Rights Fringe Benefits - - 6,100 6,100 258 7,567 7,719 7,873 8,030 8,191
258-1008-415.11-07 UNEMPLOYMENT COMP Human Rights Fringe Benefits - - - - - 7 21 35 50 66
258-1008-415.11-08 HEALTH INSURANCE Human Rights Fringe Benefits - - 10,056 10,056 - 11,610 15,110 15,610 16,610 17,610
258-1008-415.11-09 LIFE INSURANCE Human Rights Fringe Benefits - - 120 120 - 120 120 120 120 120
258-1008-415.11-29 PARENTAL LEAVE Human Rights Fringe Benefits - - 136 136 6 236 310 316 323 329
258-1008-415.21-04 OFFICE SUPPLIES Human Rights Supplies 1,873 1,772 1,800 1,800 266 1,800 1,800 1,800 1,800 1,800
258-1008-415.31-01 LEGAL SERVICES Human Rights Professional Services - 18,138 20,000 20,000 10,008 20,000 20,000 20,000 20,000 20,000
258-1008-415.31-06 OTHER PROFESSIONAL SVCS Human Rights Professional Services - 18,212 800 800 1,683 800 800 800 800 800
258-1008-415.32-03 TRAVEL Human Rights Travel - - 8,900 8,900 2,121 8,900 8,900 8,900 8,900 8,900
258-1008-415.32-21 TRAVEL - MILEAGE Human Rights Travel 839 327 - - - - - - - -
22
2020 Proposed Budget - Line-Level Detail City of South Bend
ACCOUNT DESCRIPTION DEPARTMENT CATEGORY NAME 2017
ACTUAL
2018
ACTUAL
2019
ORIGINAL
BUDGET
2019
AMENDED
BUDGET
6/30/2019
ACTUAL
2020
PROPOSED
BUDGET
2021
FORECAST
2022
FORECAST
2023
FORECAST
2024
FORECAST
258-1008-415.32-22 TRAVEL - AIRFARE Human Rights Travel - 1,652 - - - - - - - -
258-1008-415.32-23 TRAVEL - HOTEL Human Rights Travel 2,455 796 - - - - - - - -
258-1008-415.32-24 TRAVEL - MEALS Human Rights Travel 382 145 - - - - - - - -
258-1008-415.32-25 TRAVEL - OTHER Human Rights Travel 261 224 - - - - - - - -
258-1008-415.33-01 OUTSIDE PRINTING SERVICES Human Rights Printing & Advertising 437 - 500 500 - 500 500 500 500 500
258-1008-415.33-03 PROMOTIONAL Human Rights Printing & Advertising 334 - 500 500 - 500 500 500 500 500
258-1008-415.39-10 SUBSCRIPTIONS Human Rights Other Services & Charges 2,230 359 3,000 3,000 - 3,000 3,000 3,000 3,000 3,000
258-1008-415.39-70 EDUCATION & TRAINING Human Rights Education & Training 640 15 3,000 3,000 - 3,000 3,000 3,000 3,000 3,000
258-1008-415.39-89 MISC CHARGES & SVCS Human Rights Other Services & Charges 500 303 500 500 - 500 500 500 500 500
258-1009-415.10-01 SALARIED WAGES Human Rights Salaries & Wages 52,043 52,886 54,465 54,465 18,089 67,565 68,916 70,294 71,700 73,134
258-1009-415.11-01 FICA - REGULAR Human Rights Fringe Benefits 3,840 3,932 4,167 4,167 1,360 5,169 5,272 5,377 5,485 5,595
258-1009-415.11-04 PERF - REGULAR Human Rights Fringe Benefits 5,829 5,923 6,100 6,100 2,026 7,567 7,719 7,873 8,030 8,191
258-1009-415.11-07 UNEMPLOYMENT COMP Human Rights Fringe Benefits - - - - - 7 21 35 50 66
258-1009-415.11-08 HEALTH INSURANCE Human Rights Fringe Benefits 15,646 15,646 10,056 10,056 3,352 11,610 15,110 15,610 16,610 17,610
258-1009-415.11-09 LIFE INSURANCE Human Rights Fringe Benefits 120 120 120 120 40 120 120 120 120 120
258-1009-415.11-29 PARENTAL LEAVE Human Rights Fringe Benefits - 135 136 136 45 236 310 316 323 329
258-1009-415.21-04 OFFICE SUPPLIES Human Rights Supplies - - 200 200 - 200 200 200 200 200
258-1009-415.31-01 LEGAL SERVICES Human Rights Professional Services 24,301 1,463 7,000 7,000 - 7,000 7,000 7,000 7,000 7,000
258-1009-415.32-03 TRAVEL Human Rights Travel - - 6,400 6,400 - 6,400 6,400 6,400 6,400 6,400
258-1009-415.32-21 TRAVEL - MILEAGE Human Rights Travel 161 - - - - - - - - -
258-1009-415.32-22 TRAVEL - AIRFARE Human Rights Travel - 2,462 - - - - - - - -
258-1009-415.32-23 TRAVEL - HOTEL Human Rights Travel 376 615 - - - - - - - -
258-1009-415.32-24 TRAVEL - MEALS Human Rights Travel 75 141 - - - - - - - -
258-1009-415.32-25 TRAVEL - OTHER Human Rights Travel 6 50 - - - - - - - -
258-1009-415.33-03 PROMOTIONAL Human Rights Printing & Advertising 12,118 15,369 21,000 21,000 869 3,000 3,000 3,000 3,000 3,000
258-1009-415.39-10 SUBSCRIPTIONS Human Rights Other Services & Charges 350 350 500 500 - 500 500 500 500 500
258-1009-415.39-62 SCHOLARSHIP LUNCHEON EXP Human Rights Other Services & Charges - 2,000 2,000 2,000 - - - - - -
258-1009-415.39-63 SCHOLARSHIPS PAID Human Rights Other Services & Charges 4,000 6,000 7,000 7,000 - - - - - -
258-1009-415.39-70 EDUCATION & TRAINING Human Rights Education & Training 328 - 500 500 - 500 500 500 500 500
258-1009-415.39-89 MISC CHARGES & SVCS Human Rights Other Services & Charges 565 280 1,300 1,300 240 1,300 1,300 1,300 1,300 1,300
258-1040-415.21-09 FURNITURE & FIXTURES Human Rights Supplies 5,180 - - - - - - - - -
258-1040-415.31-06 OTHER PROFESSIONAL SVCS Human Rights Professional Services 426 - - - - - - - - -
23