HomeMy Public PortalAboutMinutes_CCMeeting_07192016CITY COUNCIL MEETING
IONA COMMUNITY CENTER
JULY 19, 2016 — 7:00 P.M.
PRESENT: Mayor Brad Andersen, Council Member Rob Geray, Council President Dan Gubler,
Council Member Dan Garren, Treasurer/Deputy Clerk Amy Sullivan, Attorney Dale Storer,
Chief of Police Karl Bowcutt, and City Clerk Shara Roberts.
ABSENT: Public Works Director Zech Prouse and Council Member McNamara.
VISITORS: Thomas Moore, Evan Mann, Betty McKinlay, Ron Roberts, and Kamron Outcelt.
Mayor Andersen welcomed everyone and Council President Gubler led with the Pledge of
Allegiance. A roll call was taken to open the meeting.
Consent Agenda: City Council Minutes of June 21, 2016 and Special City Council Minutes of
June 28, 2016 had been reviewed. Council reviewed the finance reports for the period ending
June 30, 2016 (75% of the fiscal year elapsed). The City had $979,429.32 in the bank and routine
bills had been paid.
Mayor Andersen entertained a motion. Council Member Geray moved to approve the consent
agenda as presented. Council Member Garren seconded the motion. All in favor, motion carried.
Items of Business:
Approval of Purchase for City Council Microphones: Mayor Andersen reported this was
discussed in detail during Clerk Robert's June report. However, official approval was needed for
her to move forward with the purchase.
Council President Gubler reported he looked into a second price quote with Teton
Communications and discovered they wouldn't be able to offer the product at a lower price.
Mayor Andersen entertained a motion. Council President Gubler moved to approve Clerk
Roberts to purchase seven (7) fifteen (15) inch microphones for the City Council Chambers.
Council Member Garren seconded the motion. All in favor, motion carries.
Direct Deposit Discussion: Treasurer Sullivan reported the City employees asked her to look
into the possibility of offering direct deposit for their paychecks. The Bank of Commerce
informed her there would be a twenty five dollar ($25.00) initial set up fee and would cost
approximately thirty six dollars ($36.00) depending on the number of employees enrolled. It
would be approximately forty dollars ($40.00) if the City Council participated as well.
Mayor Andersen explained it would be a nice convenience for the employees and the treasurer if
someone is out of town there is no need to cut a check early or for an employee to have to put
stuff on credit cards.
1
Council Member Geray inquired if it was related to the City being able to accept electronic
payments for water utility bills. Treasurer Sullivan explained that was two separate systems but
she had been looking into the details and costs of the City accepting electronic payments.
After further discussion, it was decided it was a convenient and nice service to the City
employees. However, to lower the costs, the City Council would not participate at this time.
Mayor Andersen entertained a motion. Council Member Garren moved to approve direct deposit
for City employees. Council Member Geray seconded the motion. All in favor, motion carried.
Approval of City Attorney Retainer Agreement: Mayor Andersen presented the City Attorney
Retainer Agreement for fiscal year 2016/2017. The agreement outlines the cost of legal services
at an hourly rate of $210 per hour.
Mayor Andersen entertained a motion. Council Member Garren made a motion to approve the
City Attorney Retainer Agreement for fiscal year 2016/2017. Council President Gubler seconded
the motion. The Retainer Agreement was approved by a roll call vote, "Exhibit A":
Council Member Geray: Yes Council Member Gubler: Yes
Council Member Garren: Yes Council Member McNamara: Absent
Water Connection Fee Discussion: Mayor Andersen reported this was discussed during the
work meeting and the purpose of the discussion was to try and figure out if what the City charges
for a water connection fee is reasonable. He reported the City Attorney and City Engineer were
going to go back to the drawing board and put their heads together to see if the City is covering
costs for now and the future.
Planning and Zoning Commission Discussion: Mayor Andersen reported this was discussed
during the work meeting and the purpose of the discussion was to determine if the Chairman of
the Planning and Zoning Commission should be appointed for another three (3) year term. He
opened it up for further discussion for the City Council to make a decision.
Council President Gubler voiced he was against someone being on the Planning and Zoning
Commission that didn't reside in the City regardless if Iona's City Code allowed for a
representative to reside in Bonneville County.
Council Member Garren commented if Chairman Shirling was willing to take on another term
since it's not a paid position he would lean towards making an exception for her to continue her
service because of her history and experience with Iona. However, moving forward he wouldn't
support another individual who didn't reside within the City limits or the Area of Impact being
appointed to the Commission as he doesn't feel they would have the investment she does.
Mayor Andersen reported he met with her and the County Commissioners on the Area of Impact
Agreement, she attends all the meetings, and does a good job as a Chairman.
2
After further discussion, it was determined Mayor Andersen would discuss with Chairman
Shirling the possibility of serving another three (3) year term on the Commission and it would be
listed as an agenda item for approval for the August City Council meeting.
Iona Days Discussion: Mayor Andersen discussed individuals who would be present to help
pull off the Iona Day Celebration. He reported his wife and daughter would help with the Fun
Run. Dennis McArthur, Council President Gubler, Council Member McNamara, Council
Member Geray, and Citizen Steve Elg will be helping the Mayor's Youth Advisory Council with
the breakfast. All the City employees will be present to help throughout the day. Additionally,
the Foothills 4H group will be volunteering at the water stations.
Jeannie Moore — Mailbox Ordinance Discussion: Thomas Moore located at 5278 Buchanan
Avenue explained he moved into his current residence approximately three (3) years ago. He
explained at that time as a responsible homeowner he checked with the United States Postal
Service (USPS) and followed the guidelines regarding installation of his mailbox. They placed it
away from the road service and met with the mail carrier at the time who acknowledged she was
okay with the placement. He explained they also came to the City, and at that time regulations
regarding mailbox installation didn't exist. Mr. Moore explained his mailbox sits on a corner lot,
is well-built, and is constructed of steel. He asked the City Council to consider a variance or to
grandfather the mailbox in relation to the materials it is constructed of. Mr. Moore expressed he
would rather leave it in its current location, but didn't have a problem relocating the mailbox if it
was necessary.
Mayor Andersen explained looking back on the minutes from previous city council meetings the
two major points of discussion were the possibility of mailboxes being hit during snow removal
and the importance of a 6 inch post containing drilled holes for breakaway purposes to make it
less of a potential issue. Additionally, Mayor Andersen specifically referenced January 2016's
City Council minutes, and outlined there is not a grandfather clause in the newly approved
ordinance. Attorney Storer noted the reason why a grandfather clause was not included in the
newly approved ordinance was because of potential safety or snow removal issues. Mr. Moore
expressed he didn't have a problem drilling holes in his current mailbox to address those
concerns.
Council Member Geray explained the purpose of the ordinance was as long as mailboxes aren't a
safety hazard and constructed of reasonable materials it shouldn't be an issue.
Council Member Garren inquired how Mr. Moore's mailbox was inconsistent with the newly
approved city ordinance. Mr. Moore explained the size of the post, the material it is constructed
of is seen as potential safety issue because it's metal and not wood, and the placement. However,
Mr. Moore expressed he didn't have an issue moving it to be consistent with the city code in that
regard.
Council Member Geray expressed he supported leaving the mailbox in its current location
pending any feedback from Public Works Director Prouse.
3
After further discussion, it was determined Mayor Andersen would discuss it more specifically
with Public Works Director Zech Prouse to see if he had any concerns regarding the placement
in relation to snow removal.
Preliminary Budget Approval: Council reviewed the proposed budget for Fiscal Year 2017,
"Exhibit B. Council Member Geray explained during the review of the budget with Mayor
Andersen overall it was reduced. He further explained from a budgeting perspective it is better to
low ball revenues instead of assuming you are going to receive additional dollars. Mayor
Andersen agreed, but noted sometimes it's better to work in a cushion in case the City has
unplanned expenses instead of opening up the budget. Council President Gubler expressed he
didn't have an issue opening up the budget if necessary. The Council discussed the reduction of
the State Liquor Tax, State Revenue Sharing, and State Highway Users based on the actuals of
FY2014, FY2015, and FY2016.
Council Member Geray discussed with Chief Bowcutt the reduction of Police Payroll from
$104,000 to $97,000 based on the review of expenses from May and June of 2016. The Council
discussed making an additional line item called police grants to capture funds received from state
grants separate from Police Revenue for $17,000. The Council discussed the possibility of
leasing a second police vehicle for $7,000 per year for three (3) years and at the 4th year the City
would purchase the vehicle for $1.00. Any costs for equipment for that vehicle would come from
Police General. Council Member Geray noted even with the consideration of leasing a second
police vehicle, overall the Police Department's budget was decreased by over $10,000 dollars.
After further discussion, it was determined a second police vehicle and further details would be
added to the August City Council agenda for further discussion and approval.
The Building Inspection line item was discussed in further detail. Treasurer Sullivan explained
currently the budget is over for the year and there are still homes being finished in the Country
Haven Subdivision. She recommended raising it from the proposed $30,000 to $35,000.
Mayor Andersen entertained a motion. Council President Gubler moved to accept The City of
Iona's Fiscal Year 2017 Proposed Budget of $1,734,900. Council Member Geray seconded the
motion. The budget was approved by a roll call vote:
Council Member Geray: Yes Council Member Gubler: Yes
Council Member Garren: Yes Council Member McNamara: Absent
Reports: No reports were given at this time.
Meeting adjourned at 8:43 p.m.
COUNCIL APPROVED: August 16th, 2016
Brad Andersen, Mayor
ATTEST:
'Tiara Roberts, City Clerk
4
City of lona Finance Worksheet - Banks Page: 1
Period: 06/16 Jul 18, 2016 03:30PM
Report Criteria:
Print Source Titles
Total by Source
Print Department Titles
Total by Department
All Segments Tested for Total Breaks
[Report]Account Number ="011050","101175',"101221","101231","511200","511222","511232","511252","101242","511211"
Prior month 2 Prior month 2015-16
Current year
Account Number Account Title Actual
01-1050 CHECKING - COMMERCE BANK
10-1175 INVESTMENTS -COMMERCE -GENERA
10-1221 ZIONS - GENERAL INVESTMENTS
10-1231 KEY BANK GENERAL INVESTMENTS
10-1242 WESTMARK CD --GENERAL
51-1200 INVESTMENTS -COMMERCE WATER
51-1211 WESTMARK CD -WATER
51-1222 ZIONS - WATER INVESTMENTS
51-1232 KEY BANK WATER INVESTMENTS
51-1252 ZIONS BANK --WATER INVESTMENTS
Net Grand Totals:
93,825.60 52,906.17 33,011.66
128,658.25 128,666.97 128,675.41
58,404.78 58,426.81 58,447.47
157, 944.76 157, 947.43 157, 950.02
51,239.77 51,239.77 51,239.77
247,814.02 247,830.81 247,847.06
53,207.28 53,207.28 53,207.28
44,054.95 44,070.27 44,084.64
52,648.25 52,649.14 52,650.00
152, 208.50 152, 263.98 152, 316.01
1,040,006.16 999,208.63 979,429.32
City of Iona Check Register- Iona Page: 1
Check Issue Dates: 6/1/2016 - 6/30/2016 Jul 05, 2016 12:17PM
Report Criteria:
Report type: Summary
GL Period Check Issue Date Check Number Payee Description GL Account Amount
06/16 06/01/2016 14143 C-A-L-RANCH STORES i MISC. MAINT. 104710 117.48
06/16 06/01/2016 14144 FALLS PLUMBING SUPPLY, INC. SpfinkleY I Splash Pad maintenance 104710 446.26
06/16 06/02/2016 14145 USPS "r61.,Pt5 MAILING WATER STATEMENTS 514150 362.84 M
06/16 06/06/2016 14159 ALLEN ELDRIDGE Building inspections 104720 50.00
oe/16 06/06/2016 14160 BRENT PURCELL ELECTRICAL INSPECTIONS 104720 650.00
06/16 06/06/2016 14161 GREG MCBRIDE Mechanical Inspections 104720 .00
06/16 06/08/2016 14164 AMERICAN CONSTRUCTION SUPPLY & REN Park materials 104710 210210.30
06/16 06/08/2016 14165 ASSOCIATION OF IDAHO CITIES AIC June Conf.- Clerk, & 5 MYAC 104165 1,770.00
06/16 06/08/2016 14166 BMC New Stage -roofing materials 104820 .39
06/16 06/08/2016 14167 CASELLE, INC. CONTRACT SUPPORT 514150 788798.39
06/16 06/08/2016 14168 DIGLINE, INC. UTILITY LOCATOR 514710 45.08
06/16 06/08/2016 14169 FRED & WAYNES TIRES & SERVICE Flat repair 104710 14.00
06/16 06/08/2016 14170 GREG ORAM Reimburse credit on acct. 011075 59.32
06/16 06/08/2016 14171 H.D. FOWLER CO. Parks 104710 207.68
06/16 06/08/2016 14172 HOLDEN KIDWELL HAHN & CRAPO P.L.L.C. City Attomey Retainer fees 104160 4,851.00
06/16 06/08/2016 14173 IONA FOOD MART Misc. supplies 104710 16.12
06/16 06/08/2016 14174 MARSHA KOFOED GREEN Reimbursing customer water acct. 011075 140.00
06/16 06/08/2016 14175 MEL'S LOCK & KEY Check Stage door & fix Kitchen de 104710 50.00
06/16 06/08/2016 14176 NETBACK, LLC Office PC's backup 104150 75.00
06/16 06/08/2016 14177 POST REGISTER PH -Rockwell Thomasville Estates 104155 303.44
06/16 06/08/2016 14178 PSI ENVIRONMENTAL Garbage pick up 104710 173.13
06/16 06/08/2016 14179 RENTAL POOL 2016 Private lease IWRB Fees 20 514720 213.50
06/16 06/08/2016 14180 RESPOND FIRST AID SYSTEMS First Aid Kits refilled 104150 72.23
06/16 06/08/2016 14181 SCHIESS & ASSOCIATES Water system -calculating supply n 104163 3,250.00
06/16 06/08/2016 14182 STATE INSURANCE FUND Audit premium adjustment 104170 1,868.00
06/16 06/08/2016 14183 TETON COMMUNICATIONS, INC. SCADA-Dialer on Tank service ca 514710 40.00
06/16 06/08/2016 14184 TETON EXCAVATING 250 Sm. asphalt patces & 712 Lg. 104710 6,272.00
06/16 06/08/2016 14185 THE PIN CENTER Iona Day Celebration Pins 104770 467.00
06/16 06/08/2016 14186 VERIZON WIRELESS Cell phones 104720 .57
06/16 06/08/2016 14187 WAXIE SANITARY SUPPLY CLEANING SUPPLIES 514710 23939.57
62
96
06/16 06/08/2016 14188 YELLOWSTONE LUMBER LLC New Stage 104820 D
..4
06/16 06/08/2016 14189 USPS 2 - roll of stamps 514150 1,184840
06/16 06/14/2016 14190 ALL AMERICAN SPORTS T-shirts & Hats 104960 7,659.50
06/16 06/14/2016 14191 AMERICAN PUMP Troubleshoot & replace coil pump 514710 130.00
06/16 06/14/2016 14192 BONNEVILLE COUNTY PROSECUTOR'S OFF QRTLY RETAINER SERVICES 104680 300.00
06/10 06/14/2016 14193 CONRAD & BISCHOFF INC. DIESEL FUEL DELIVERED 514710 1,019.40
06/16 06/14/2016 14194 DUMP - IT, INC. DUMPSTERS 104710 350.00
175
06/16 06/14/2016 14195 INTERMOUNTAIN GAS CO. Natural gas 104710 .96
06/16 06/15/2016 14196 GREG MCBRIDE Mechanical Inspections 104720 77676.96
06/16 06/15/2016 14197 TRENTON OR MYRNA GUTHRIE Reimburse credt on acct. 011075 22.00
06/16 06/15/2016 14198 DAN OR KARIE KING Reimburse credit on water acct. 011075 36.00
06/16 06/20/2016 14199 ALLEN ELDRIDGE Building inspections 104720 1,142.00
06/16 06/21/2016 14212 BEN STORER Reimburse credit on Water cust. a 011075 30.00
06/16 06/21/2016 14213 CABLE ONE Internet 104150 119,00
06/16 06/21/2016 14214 EAGLE ROCK HYDRAULIC SERVICE 2-12vdc coils 104710 96.20
06/16 06/21/2016 14215 FREMONT COMMUNICATIONS TELEPHONE 514150 223.49
06/16 06/21/2016 14216 HOME DEPOT CREDIT SERVICES Stage Renovation 104820 1,460.03
06/16 06/21/2016 14217 IDAHO TRAFFIC SAFETY, INC. Recreation Dept. Only signage 104970 80.00
06/16 06/21/2016 14218 KELLER ASSOCIATES Bidding Services-50% 514180 3,581.00
06/16 06/21/2016 14219 RISE BROADBAND Domain Service 104150 12.00
06/16 06/21/2016 14220 ROCKY MTN. POWER Street Lights tt I i 130LJer- 104175 5,831.37
06/16 06/21/2016 14221 SIGNATURE PARTY & EVENT Wet/dry Slide for July 23rd Iona D 104770 265.00
06/16 06/21/2016 14222 UNITED MAILING DIRECT Preparing Water statements 514150 381.53
06/16 06/24/2016 14223 B.S.A. 5 X 8 Flag 104710 64.99
M = Manual Check, V = Void Check
City of Iona Check Register - Iona
Check Issue Dates: 6/1/2016 - 6/30/2016
Page: 2
Jul 05, 2016 12:17PM
GL Period Check Issue Date Check Number
Payee
Description
GL Account Amount
06/16
06/16
06/16
06/16
06/16
06/16
06/16
06/16
06/16
06/24/2016
06/27/2016
06/28/2016
06/28/2016
06/28/2016
06/28/2016
06/28/2016
06/29/2016
06/29/2016
Grand Totals:
14224 FERGUSON WATERWORKS #1701
14225 GREG MCBRIDE
14226 ELECTRICAL SUPPORT SERVICES, LW
14227 FALLS PLUMBING SUPPLY, INC.
14228 PRO EQUIPMENT SALES, LLC
14229 RMT
14230 WEX BANK -3?okke_ 3R7. I q
14231 ALLEN ELDRIDGE
14246 CUSTOM DETAIL
Summary by General Ledger Account Number
GL Account
Debit Credit Proof
Grand Totals:
01-1075 287.32 .00 287.32
01-2010 .00 287.32- 287.32-
10-2010 200.00 41,261.53- 41,061.53-
10-41-50 430.40 .00 430.40
10-41-55 86.93 .00 86.93
10-41-60 3,066.00 .00 3,066.00
10-41-63 520.00 .00 520.00
10-41-65 1,770.00 .00 1,770.00
10-41-70 1,868.00 .00 1,868.00
10-41-75 1,121.29 .00 1,121.29
10-46-80 300.00 .00 300.00
10-46-90 690.83 200.00- 490.83
10-47-10 10, 093.33 .00 10, 093.33
10-47-20 7,206.79 .00 7,206.79
10-47-70 732.00 .00 732.00
10-48-20 5,592.82 .00 5,592.82
10-49-60 7,703.14 .00 7,703.14
10-49-70 80.00 .00 80.00
51-2010 .00 15,700.20- 15,700.20-
51-41-50 3,137.28 .00 3,137.28
51-41-75 4,787.04 .00 4,787.04
51-41-80 6,311.00 .00 6,311.00
51-47-10 1,251.38 .00 1,251.38
51-47-20 213.50 .00 213.50
57,449.05 57,449.05- .00
Meter parts
Mechanical Inspections
Stage Renovation new lights & 4 r
City Park -Sprinkler maint.
Stihl power equip. part
mower belt
Public Works -Fuel tZS-3.a4-
Building inspections
Police vehicle full interior cleaned
514710 306.28
104720 1,676.88
104820 2,150.00
104710 1,111.00
104710 2.10
104710 49.39
514710 641.13
104720 2,251.00
104690 .00 V
57,049.05
M = Manual Check, V = Void Check
City of Iona Check Register - Iona
Check Issue Dates: 6/1/2016 - 6/30/2016
Page: 3
Jul 05, 2016 12:17PM
Dated:
Mayor:
c
City COuncil:
61z4y
Report Criteria:
Report type: Summary
M = Manual Check, V = Void Check
Credit Card Purchases
Joumal Inquiry
Detail Information
Page: 1
Jul 18, 2016 04:27PM
Reference
Account
Date Number
Account
Title
Description
Amount
Comment
1.0001 6/1/2016 12 10-47-10
2.0001 6/1/2016 12 10-47-10
3.0001 6/14/2016 1 10-49-50
4.0001 6/15/2016 1 10-41-50
5.0001 6/ 16/2016 1 10-47-10
6.0001 6/20/2016 1 10-47-10
7.0001 6/20/2016 1 10-47-10
8.0001 6/20/2016 1 10-47-10
9.0001 6/22/2016 1 10-46-70
11.0001 6/30/2016 1 10-41-50
11.0002 6/30/20161 51-41-50
12.0001 6/30/2016 1 10-46-70
13.0001 6/30/2016 1 10-41-65
14.0001 6/30/2016 1 10-41-65
15.0001 6/30/2016 1 10-41-65
16.0001 6/30/2016 1 10-41-65
17.0001 6/30/2016 1 10-41-65
18.0001 6/30/2016 1 10-41-65
19.0001 6/30/2016 1 10-41-65
20.0001 6/30/2016 1 10-47-10
21.0001 6/30/2016 1 10-41-50
21.0002 6/30/2016 1 51-41-50
22.0001 6/30/2016 1 10-41-50
23.0001 6/30/2016 1 10-41-50
24.0001 6/30/2016 1 10-41-50
25.0001 6/30/2016 1 10-4 6-70
99001.0001 6/1/2016 12 01-1050
99002.0001 6/ 14/2016 1 01-1050
99003.0001 6/ 15/2016 1 01-1050
99004.0001 6/20/2016 1 01-1050
99005.0001 6/22/2016 1 01-1050
99006.0001 6/30/2016 1 01-1050
99007.0001 6/30/2016 1 01-1050
99008.0001 6/30/2016 1 01-1050
99009.0001 6/30/2016 1 01-1050
99010.0001 6/30/2016 1 01-1050
99011.0001 6/30/2016 1 01-1050
MAINTENANCE
MAINTENANCE
RECREATION SUPPLIES
OFFICE EXPENSE
MAINTENANCE
MAINTENANCE
MAINTENANCE
MAINTENANCE
POLICE -TRAINING
OFFICE EXPENSE
OFFICE EXPENSE & LEG
POLICE -TRAINING
TRAINING/TRAVEL
TRAINING/TRAVEL
TRAINING/TRAVEL
TRAINING/TRAVEL
TRAINING/TRAVEL
TRAINING/TRAVEL
TRAINING/TRAVEL
MAINTENANCE
OFFICE EXPENSE
OFFICE EXPENSE & LEG
OFFICE EXPENSE
OFFICE EXPENSE
OFFICE EXPENSE
POLICE -TRAINING
CHECKING - COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING -COMMERCE
CHECKING - COMMERCE
CHECKING -COMMERCE
Clerk -City Flower Planters
Clerk -City Flower Planters
Advice of Charge -Recreation Dept. to p
Clerk -Laminating contact cards
Public Works -Water barrel for fitter at S
Public Works -maintenance oil
Public Works -Renting and parts for roa
Public Works -Renting and parts for roa
Police -Training Lodging
Clerk -Email management
Clerk -Email management
Police-Priceline Motel Rental then cane
Clerk-AIC Conf. fuel
Clerk-AIC Conf. MYAC meals
Clerk-AIC Conf. MYAC fuel
Clerk-AIC Conf. MYAC parking
Clerk-AIC Conf. MYAC fuel
Clerk-AIC Conf. MYAC fuel
Clerk-AIC Conf. MYAC rental car
Public Works-2213 Resources mainten
IC SEC Printing box of checks
IC SEC Printing box of checks
Clerk -Employee birthday
Clerk -Council mist.
Clerk -Office supplies
Police -Training car rental
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
TOTAL CHECKS & OTHER CHARGES
61.86
101.06
148.00 bursements
15.77
54.99
47.88
226.33
1.49
214.92
27.50
27.50
145.77
26.65
93.22
35.18
10.00
24.07
43.35
413.43
238.97
84.52
84.52
2.91
12.99
9.86
274.32
162.92)
148.00)
15.77)
330.69)
214.92)
205.65)
1,066.78)
12.99)
274.32)
.10
4.88
c
TAX REVENUE
10-31-10 PROPERTY TAX REVENUE
TOTAL TAX REVENUE
LICENSES & PERMITS
10-32-20 BEER & DOG LICENSES
TOTAL LICENSES & PERMITS
INTERGOVERNMENTAL REVENUE
CITY OF IONA
REVENUES WITH COMPARISON TO BUDGET
FOR THE 9 MONTHS ENDING JUNE 30, 2016
GENERAL FUND
PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT
7,421.53 156,078.59 244,000.00 87,921.41 64.0
7,421.53 156,078.59 244,000.00 87,921.41 64.0
15.00 469.00 700.00 231.00 67.0
15.00 469.00 700.00 231.00 67.0
10-33-10 STATE LIQUOR TAX 13,454.00 53,816.00 78,213.00 24,397.00 68.8
10-33-20 STATE REVENUE SHARING .00 74,094.00 93,557.00 19,463.00 79.2
10-33-30 STATE HIGHWAY USERS .00 64,709.63 79,705.00 14,995.37 81.2
10-33-40 POLICE REVENUE 1,567.80 4,904.95 9,660.00 4,755.05 50.8
TOTAL INTERGOVERNMENTAL REVENUE 15,021.80 197,524.58 261,135.00 63,610.42 75.6
CHARGES FOR SERVICE
10-34-10 BUILDING INSPECTION FEES 11,574.60 54,367.10 74,000.00 19,632.90 73.5
10-34-20 CABLE TV FRANCHISE 00 4,318.00 8,700.00 4,382.00 49.6
10-34-30 NATURAL GAS FRANCHISE .00 8,863.24 13,000.00 4,136.76 68.2
10-34-40 POWER FRANCHISE .00 18,117.27 27,000.00 8,882.73 67.1
TOTAL CHARGES FOR SERVICE 11,574.60 85,665.61 122,700.00 37,034.39 69.8
OTHER REVENUE
10-36-10 INTEREST 31.69 634.00 1,300.00 666.00 48.8
10-36-50 BUILDING RENT 1,522.50 9,507.50 13,500.00 3,992.50 70.4
10-36-60 MYAC REVENUE 250.00 278.00 1,000.00 722.00 27.8
10-36-70 IONA DAY REVENUE 120.00 120.00 2,000.00 1,880.00 6.0
10-36-80 MUSEUM .00 .00 1,000.00 1,000.00 .0
10-36-90 MISCELLANEOUS REVENUE 25.00 5,869.00 8,000.00 2,131.00 73.4
TOTAL OTHER REVENUE 1,949.19 16,408.50 26,800.00 10,391.50 61.2
RECREATION REVENUE
10-37-50 RECREATION FEES 3,378.00 71,558.03 73,600.00 2,041.97 97.2
10-37-60 SHELTER RENTAL 251.00 491.00 1,600.00 1,109.00 30.7
TOTAL RECREATION REVENUE 3,629.00 72,049.03 75,200.00 3,150.97 95.8
FOR ADMINISTRATION USE ONLY
75 % OF THE FISCAL YEAR HAS ELAPSED 07/18/2016 03:37PM PAGE: 1
CITY OF IONA
REVENUES WITH COMPARISON TO BUDGET
FOR THE 9 MONTHS ENDING JUNE 30, 2016
GENERAL FUND
PERIOD ACTUAL YTD ACTUAL BUDGET UNEARNED PCNT
EQUIPMENT REPLACEMENT
10-38-20 EQUIPMENT REPLACEMENT .00 .00 45,000.00 45,000.00 .0
TOTAL EQUIPMENT REPLACEMENT .00 .00 45,000.00 45,000.00 .0
RESERVES
10-39-50 RESERVES .00 .00 163,043.00 163,043.00 .0
TOTAL RESERVES .00 .00 163,043.00 163,043.00 .0
TOTAL FUND REVENUE
39,611.12 528,195.31
938,578.00 410,382.69 56.3
FOR ADMINISTRATION USE ONLY
75 % OF THE FISCAL YEAR HAS ELAPSED 07/18/2016 03:37PM PAGE: 2
CITY OF IONA
EXPENDITURES WITH COMPARISON TO BUDGET
FOR THE 9 MONTHS ENDING JUNE 30, 2016
GENERAL FUND
PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT
ADMINISTRATION
10-41-10 PAYROLL 9,121.55 91,336.64 157,220.00 65,883.36 58.1
10-41-20 PAYROLL TAXES 914.67 9,521.46 17,750.00 8,228.54 53.6
1041-30 RETIREMENT 1,074.94 10,646.93 18,742.00 8,095.07 56.8
10-41-40 HEALTH INSURANCE 2,209.34 19,922.36 30,000.00 10,077.64 66.4
10-41-50 OFFICE EXPENSE 583.95 9,575.98 15,800.00 6,224.02 60.6
1041-55 PUBLISHING 86.93 807.43 1,500.00 692.57 53.8
10-41-60 LEGAL & AUDIT FEES 3,066.00 12,126.97 38,500.00 26,373.03 31.5
10.41-63 ENGINEERING 520.00 7,407.00 14,500.00 7,093.00 51.1
10-41-65 TRAINING/TRAVEL 2,397.68 4,131.52 4,500.00 368.48 91.8
10-41-70 INSURANCE LIABILITY 1,868.00 11,353.50 15,286.00 3,932.50 74.3
10-41-75 ELECTRICITY- NATURAL GAS 1,121.29 11,342.03 20,500.00 9,157.97 55.3
TOTAL ADMINISTRATION 22,964.35 188,171.82 334.298.00 146,126.18 56.3
POLICE DEPARTMENT
10-46-10 POLICE -PAYROLL
1046-20 PAYROLL TAXES
10-48-30 POLICE -RETIREMENT
10.46-40 POLICE -HEALTH INSURANCE
10-46-70 POLICE -TRAINING
10-46-80 POLICE-COUNTY/DISPATCH
10-46-90 POLICE -GENERAL
7,031.10 65,153.92 100,000.00 34,846.08 65.2
636.99 5,910.81 15,000.00 9,089.19 39.4
919.83 8,008.21 15,000.00 6,991.79 53.4
1,451.80 14,651.90 30,000.00 15,348.10 48.8
489.24 3,378.83 10,000.00 6,621.17 33.8
300.00 26,002.95 39,000.00 12,997.05 66.7
501.09 16,571.65 21,300.00 4,728.35 77.8
TOTAL POLICE DEPARTMENT 11,330.05
MISCELLANEOUS DEPT
139,678.27 230,300.00 90,621.73 60.7
10-47-10 MAINTENANCE 10,825.91 54,095.33 94,000.00 39,904.67 57.6
10-47-20 BUILDING INSPECTIONS 7,206.79 26,130.48 26,000.00 ( 130.48) 100.5
10-47-30 EQUIPMENT EXPENSE .00 4,738.91 5,000.00 261.09 94.8
10-47-50 GIVIL DEFENSE .00 895.00 1,000.00 105.00 89.5
10-47-60 MYAC EXPENSE .00 1,168.00 1,000.00 ( 168.00) 116.8
10-47-70 IONA DAY EXPENSE 732.00 2,111.81 5,000.00 2,888.19 42.2
10-47-80 MUSEUM EXPENSE .00 607.21 1,000.00 392.79 60.7
10-47-90 MISCELLANEOUS EXPENSE .00 5,041.31 10,000.00 4,958.69 50.4
TOTAL MISCELLANEOUS DEPT
CAPITAL OUTLAY
18,764.70 94,788.05 143,000.00 48,211.95 66.3
10-48-10 LIBRARY .00 .00 3,000.00 3,000.00 .0
10.48-20 CAPITAL IMPROVEMENTS 5,592.82 17,375.08 102,300.00 84,924.92 17.0
10-48-50 LAND ACQUISITION .00 .00 10,000.00 10,000.00 .0
TOTAL CAPITAL OUTLAY 5,592.82 17,375.08 115,300.00 97,924.92 15.1
FOR ADMINISTRATION USE ONLY
75 % OF THE FISCAL YEAR HAS ELAPSED 07/18/2016 03:37PM PAGE: 3
RECREATION EXPENDITURES
10-49-10 RECREATION LABOR
10-49-20 PAYROLL TAXES
10-49-50 RECREATION SUPPLIES
10-49-60 RECREATION EQUIPMENT
10-49-70 RECREATION MAINTENANCE
CITY OF IONA
EXPENDITURES WITH COMPARISON TO BUDGET
FOR THE 9 MONTHS ENDING JUNE 30, 2016
GENERAL FUND
PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT
1,779.63
207.15
148.00
7,703.14
103.09
30,933.52
3,190.90
8,395.33
9,255.15
1,463.09
31,680.00
4,500.00
21,000.00
10,500.00
3,000.00
746.48 97.6
1,309.10 70.9
12,604.67 40.0
1,244.85 88.1
1,536.91 48.8
TOTAL RECREATION EXPENDITURES 9,941.01
EQUIPMENT REPLACEMENT
53,237.99 70,680.00
17,442.01 75.3
10-50-10 EQUIPMENT REPLACEMENT .00 23,062.50 45,000.00 21,937.50 51.3
TOTAL EQUIPMENT REPLACEMENT .00 23,062.50 45,000.00 21,937.50 51.3
TOTAL FUND EXPENDITURES 68,592.93 516,313.71 938,578.00 422,264.29 55.0
NET REVENUE OVER EXPENDITURES
( 28,981.81) 11,881.6o .o0 ( 11,881.60) 0
FOR ADMINISTRATION USE ONLY
75 % OF THE FISCAL YEAR HAS ELAPSED 07/18/2016 03:37PM PAGE: 4
CITY OF IONA
REVENUES WITH COMPARISON TO BUDGET
FOR THE 9 MONTHS ENDING JUNE 30, 2016
WATER FUND
PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT
OPERATING REVENUE
51-31-10 COLLECTIONS 24,226.03 192,562.70 251,161.00 58,598,30 76.7
51-31-30 HOOK UP FEES 18,000.00 75,000.00 81,000.00 6,000.00 92.6
TOTAL OPERATING REVENUE 42,226.03 267,562.70 332,161.00 64,598.30 80.6
INTERGOVERNMENTAL REVENUE
51-33-80 GRANTS .00 .00 253,000.00 253,000.00 .0
TOTAL INTERGOVERNMENTAL REVENUE .00 .00 253,000.00 253,000.00 .0
WATER
51-35-10 WATER SYSTEM .00 .00 280,000.00 280,000.00 .0
TOTAL WATER 00 .00 280,000.00 280,000.00 .0
MISCELANEOUS REVENUE
51-36-10 INTEREST 83.51 1,142.86 2,000.00 857.14 57.1
51-36-20 MISC REVENUE 351.45 351.45 500.00 148,55 70.3
TOTAL MISCELANEOUS REVENUE 434.96 1,494.31 2,500.00 1,005.69 59.8
EQUIPMENT REPLACEMENT
51-38-60 EQUIPMENT RESERVES .00 .00 40,000.00 40,000.00 .0
TOTAL EQUIPMENT REPLACEMENT .00 .00 40,000.00 40,000.00 .0
RESERVES
51-39-50 RESERVES .00 .00 50,000.00 50,000.00 .0
TOTAL RESERVES .00 .00 50,000.00 50,000.00 .0
TOTAL FUND REVENUE
42,660.99 269,057.01
957,661.00 688,603.99 28.1
FOR ADMINISTRATION USE ONLY
75 % OF THE FISCAL YEAR HAS ELAPSED 07/18/2016 03:37PM PAGE: 5
CITY OF IONA
EXPENDITURES WITH COMPARISON TO BUDGET
FOR THE 9 MONTHS ENDING JUNE 30, 2016
WATER FUND
PERIOD ACTUAL YTD ACTUAL BUDGET UNEXPENDED PCNT
ADMINISTRATION
51-41-10 PAYROLL 4,609.01 64,385.74 94.710.00 30,324.26 68.0
51-41-20 PAYROLL TAXES 481.01 6,979.46 11,700.00 4,720.54 59.7
51-41-30 RETIREMENT 566.20 7,679.62 12,500.00 4,820.38 61.4
51-41-40 HEALTH INSURANCE 1,380.71 16,443.87 19,540.00 3,096.13 84.2
51-41-50 OFFICE EXPENSE & LEGAL 3,249.30 32,648.83 23,990.00 ( 8,858.83) 136.1
51-41-70 INSURANCE LIABILITY .00 5,768.50 .00 ( 5,768.50) .0
51-41-75 ELECTRICITY & NATURAL GAS 4,787.04 28,615.97 47,400.00 18,784.03 60.4
51-41-80 ENGINEERING 6,311.00 23,403.00 50,000.00 26,597.00 46.8
TOTAL ADMINISTRATION
MISCELLANEOUS
21,384.27 185,924.99
259,840.00 73,915.01 71.6
51-47-10 MAINTENANCE & REPAIRS 1,251.38 16,180.80 46,021.00 29,840.20 35.2
51-47-20 MISCELLANEOUS EXPENSE 213.50 5,762.70 200.00 ( 5,562.70) 2881.4
51-47-30 EQUIPMENT EXPENSE 00 91.49 3,000.00 2,908.51 3.1
51-47-35 EQUIPMENT RENT .00 .00 4,000.00 4,000.00 .0
TOTAL MISCELLANEOUS
CAPITAL IMPROVEMENTS
51-48-20 CAPITAL IMPROVEMENTS
51-48-30 LAND ACQUISITION
TOTAL CAPITAL IMPROVEMENTS
EQUIPMENT REPLACEMENT
51-50-10 EQUIPMENT REPLACEMENT
1,464.88 22,034.99 53,221.00 31,186.01 41.4
.00 25,972.91 570,000.00 544,027.09 4.6
.00 38,500.00 35,000.00 ( 3,500.00) 110.0
.00 84,472.91 605,000.00 540,527.09 10.7
.00 23,062.50 39,600.00 16.537.50 58.2
TOTAL EQUIPMENT REPLACEMENT .00 23,062.50 39,600.00 16,537.50 58.2
TOTAL FUND EXPENDITURES 22,849.15 295,495.39 957,661.00 662,165.61 30.9
NET REVENUE OVER EXPENDITURES 19,811.84 ( 26,438.38) .00 26,438.38 .0
FOR ADMINISTRATION USE ONLY
75 % OF THE FISCAL YEAR HAS ELAPSED 07/18/2016 03:37PM PAGE: 6
Holden Kidwell
Hahn & Crapo P.L.L.c.
LAW OFFICES
July 11, 2016
Mayor Brad Andersen
City of Iona
P.O. Box 400
Iona, ID 83427
Re: 2016/2017 Legal Services Retainer
Dear Mayor Andersen:
1000 Riverwalk Drive, Suite 200
PO Box 50130
Idaho Falls, Idaho 83405
Tel: (208) 523-0620
Fax: (208) 523-9518
www.holdenlegal.com
B-MAIL: dstorer@holdenlegal.com
Enclosed please find a Retainer Agreement for the 2016/20167 fiscal year. We are
proposing to provide legal services at an hourly rate of $210 per hour. This hourly rate
represents a 15% discount from my normal billing rate. As a matter of professional courtesy,
I will also continue to attend regular City Council meeting on a once a month basis without
charge. This professional courtesy commitment represents a savings of approximately $500
per month. If this proposal is acceptable, please sign the enclosed copy of the retainer and
return it to me at your earliest convenience.
As always, it is indeed a pleasure to work with you and the Council in providing your
legal services. I have a great affinity for the City of Iona and deem it a great pleasure and
honor to serve you.
0Ve truly yours,
��
Dale W. Storer
Attorney at Law
Enclosure
GAWPDATA\DWS\2708 City of lona\RETAINER \Mayor Andersen 2016.07.1 I.Itcwpd:sm
Established in 1896
Exhibit "A"
Holden Kidwell
Hahn & Crapo P.L.L.C.
LAW OFFICES
July 11, 2016
Mayor Brad Andersen
City of Iona
PO Box 400
Iona, Idaho 83427
Re: Legal Services Proposal - Fiscal Year 2016/2017
Dear Mayor Andersen:
1000 Riverwalk Drive, Suite 200
PO Box 50130
Idaho Falls, Idaho 83405
Tel: (208) 523-0620
Fax: (208) 523-9518
www.holdenlegal.com
E-MAIL: datorer@holdenlegal.00m
Pursuant to your request, we are pleased to submit the following proposal for legal
services to the City of Iona. We propose to provide legal services to the City of Iona on an
hourly basis, as outlined below, for the 2016/2017 fiscal year.
The retainer includes the following services as specifically requested by the Mayor
and/or City Council:
1. Advice and consultation for all routine legal matters involving the
administration of the City.
2. Preparation and review of contracts, deeds, leases or other routine items
pertaining to the administration of the City.
3. Preparation of ordinances, City Code revisions (excluding codification
services) and resolutions.
4. Consultation and advice regarding conduct of general, referendum, initiative
and recall elections.
5. Advice and consultation regarding planning and zoning issues.
6. Consultation and advice regarding public employee human resource issues.
_Established in 1896
Mayor Brad Andersen
July 11, 2016
Page 2 of 3
7. Consultation and advice regarding budgeting process, including review and
preparation of annual appropriation ordinance.
8. Review and preparation of bid specifications and contracts for public works.
9. Representation at Planning and Zoning Commission hearings.
Prosecution or defense of criminal actions for violations of City ordinances or state
criminal laws is not included within the retainer. Legal services for the above services will
be provided by Dale W. Storer and will be billed at a rate of $210 per hour. This hourly rate
is discounted approximately 15% from Mr. Storer's normal billing rate and will be fixed for
the entire fiscal year. Litigation or other services not specifically covered by the retainer set
forth above or provided by other members of the firm will be provided upon request at
regular firm hourly rates. Legal services will be provided in accordance with the enclosed
Billing Policy.
This retainer may be terminated at any time by either party upon delivery of a written
notice of termination, not less than thirty (30) days prior to the termination date. Delivery
shall be complete upon deposit of such notice in the United States mail, postage pre -paid, and
addressed to the receiving parry's last known address.
As you may be aware, our firm represents many municipalities and counties within
the area. We have a substantial library of municipal la.v treatises, encyclopedias and
ordinance law books, including a computerized legal research service which allows us access
to all reported court decisions throughout the nation in both state and federal courts and
administrative agencies. We also utilize computerized word processing equipment which
enables us to generate and revise legal documents virtually instantaneously. We also have
high speed internet and scanning services available which allow instantaneous transmission
of legal documents to your offices or other selected destinations. Except as noted in the
Billing Policy, all of these services will be available to you as part of the retainer, without
additional charge.
We certainly appreciate your consideration of our firm and we look forward to
working with you. If the foregoing is acceptable, please acknowledge your acceptance of
Mayor Brad Andersen
July 11, 2016
Page 3 of 3
this proposal by signing in the space set forth below.
Ve ly yours,
•0,1t
Dale W. Storer
Attorney at Law
ACCEPTED this day of July, 2016.
CITY OF IONA
By:
Brad Andersen
Mayor
Enclosure - Billing Policy
GAWPDATA\DWS2708 City of lona\RETAINER URETAINER 16.wpd:sm
HOLDEN, KIDWELL, HAHN & CRAPO, P.L.L.C.
SERVICE AND BILLING POLICY
Holden, Kidwell, IIahn & Crapo, P.L.L.C. is pleased to
have you as a client of our firm. Throughout our
relationship, you should have a clear understanding of
the legal services we will provide. Any questions that
you have will be dealt with promptly.
THE ATTORNEY -CLIENT RELATIONSHIP
The person or entity we represent is the person or entity
identified in our engagement letter sent with this
Service and Billing Policy and does not include any
affiliates of that person or entity (i.c., if you are a
corporation or partnership, any parents, subsidiaries,
employees, officers, directors, shareholders, or partners
of the corporation or partnership or commonly owned
corporations or partnerships; or, if you are a trade
association, any members of the trade association). In
proceeding with this relationship, you agree that our
relationship is with you and not your affiliates, and that,
as a result, it will not be necessary for us to obtain the
consent of you or your affiliates in order for us to
represent another client in a matter adverse to your
affiliates. Furthermore, to the extent that our
representation of others adverse to any of your affiliates
may be deemed to require your consent, you give that
consent.
The attorney -client relationship will end at our
completion of the services you have retained us to
perform. If you later retain us to perform additional
services, our attorney -client relationship will be
reactivated.
SCOPE OF RETAINER AND DUTIES
The scope and nature of the legal services we undertake
to provide to you is set forth in the engagement letter
sent with this Service and Billing Policy. We do not
undertake the duty to provide legal services for any
matter or undertaking except as may be expressly set
forth in such engagement letter and as may be
reasonably inferred as part of the representation
described in that letter. In particular, if as a result of
our representation in such matter we are successful in
obtaining a judgment against any third party, we assume
no responsibility for renewing the judgment or
judgment lien arising therefrom, unless such duty is
expressly set forth in the engagement letter or in a
subsequent letter signed by one of the members. We
also do not provide accounting or financial advice,
securities law advice or advice regarding any matter
involving business judgment or discretion. We will
provide advice concerning the legal implications of any
particular matter, however, we assume no responsibility
for the consequences that may flow from your reliance
upon such legal advice, except to the extent such advice
is inconsistent with federal, state or local law, or
regulations issued pursuant thereto, or well -established
common law. Subject to the foregoing provisions, we
assume no responsibility for business or financial
decisions made by you even though such decisions may
in part be premised upon or related to legal advice
provided by members of the firm.
WHO WILL PROVIDE THE LEGAL
SERVICES
At the beginning of our relationship, where appropriate,
we will establish a team of firm members to serve you.
This Client Service Team will be led by one attorney
who will serve as your Client Service Manager and
primary contact at the firm. This attorney should be
someone in whom you have confidence and with whom
you enjoy working.
Client Service Teams include attorneys and legal
assistants in different practice areas who, under the
supervision of the Client Service Manager, may
perform work on behalf of the client. Delegation of
assignments may be made in order to take advantage of
special expertise, cost -efficiency, or time deadlines.
When applicable, we will advise you of the names of
the attorneys and legal assistants who serve on your
Client Service Team.
You are free to request a change in the Client Service
Manager or Client Service Team members at any time.
If a change in the Client Service Manager is desired,
please contact any other member of the Firm. For
questions concerning team members, please contact
your Client Service Manager.
COMMUNICATION AND RESPONSIVENESS
We strive to return all telephone calls on the day
received or by the following morning, if received late in
the day.
You will have 24/7 access to each attorney's voice mail
system on which confidential, detailed messages may be
left. Where appropriate, you will be provided with the
home telephone numbers and the cell telephone
numbers of the attorneys working with you. The names
of secretaries and staff supporting your Client Service
Team can also be provided.
Communication by e-mail is now common, although it
maybe subject to unauthorized interception (as are cell
phone communications). We may also use the interne
to transmit digital dictation or other data concerning
your case in an unencrypted form. Although we believe
the risk of a loss of confidentiality of such information
is small, nevertheless there is a slight possibility that a
hacker or other unauthorized person may intercept such
transmission. We will consider ourselves authorized to
transmit such data over the internet and to
communicate with you by e-mail or cell phone, where
available, unless you instruct us otherwise in writing.
EXPRESSIONS OF PROFESSIONAL
JUDGMENT
Any statements on our part concerning the outcome of
your legal matters are expressions of our professional
judgment, but are not guarantees. Our opinions are
necessarily limited by our knowledge of the facts and
are based on the applicable state or federal law at the
time they are given.
HOW FEES WILL BE SET
Attorneys may be compensated under a variety of fee
arrangements, including hourly, fixed rate or
contingency fee arrangements. In determining the
amount to be charged for the legal services we provide,
we generally consider the following factors unless
described otherwise in the engagement letter sent with
this Memorandum:
The time and effort required, the novelty and
complexity of the issues presented, and the skill
required to perform the legal services promptly,
including but not limited to the following factors:
1. The fees customarily charged in the
community for similar services and the value
of the services to you;
2. The amount of money or value or property
involved and the results obtained;
3. The time constraints imposed by you, as our
client, and other circumstances, such as an
emergency closing, the need for injunctive
relief from court or substantial disruption of
other office business;
4. The nature and longevity of our professional
relationship with you;
5. The experience, reputation, and expertise of
the lawyers performing the services;
6. The extent to which office procedures and
systems have produced a high -quality product
efficiently.
Occasionally clients will request the performance of
legal services on a rush basis. In that event, we reserve
the right to add a reasonable premium to the hourly
rates or other methods for charging for legal services
for all work performed to satisfy the rush request. We
may also bill you for any overtime compensation paid
to the members of our staff which is necessitated by the
rush request. We will not bill you for the "rush"
premium nor charge you for such additional overtime
costs if the rush is precipitated by our own failure to
perform legal services on a timely basis once the matter
was given to us with adequate time to perform the work
in the ordinary course of business. The determination
of whether the rush was a necessitated by your needs or
was caused by our own neglect or failure to plan, will
be made in good faith, but otherwise at our sole
discretion.
Among these factors, the time and effort required are
typically weighted most heavily. We keep records of
the time we devote to your work, including conferences
(both in person and over the telephone), negotiations,
factual and legal research and analysis, document
preparation and revision, travel on your behalf, and
other related matters. We record our time in increments
of one -tenth of an hour.
The hourly rates of our lawyers and legal assistants
have an important bearing on the fees we charge. The
firm establishes a range of hourly rates of each attorney
and legal assistant. These rates may be adjusted from
time to time to reflect current levels of legal experience,
changes in our costs, and other factors. Typically, rates
are adjusted on an annual basis, although we reserve the
right to adjust our rates at other intervals if the
circumstances warrant. We will endeavor to give you
advance notice of any rate adjustments prior to the
effective date of any rate adjustments.
We are often requested to estimate the amount of fees
and costs likely to be incurred in connection with a
particular matter. When requested, we will furnish such
an estimate based upon our professional judgment, but
always with a clear understanding that it is not a
maximum or fixed -fee quotation. The ultimate cost
frequently is more or less than the amount estimated.
For certain well-defined services (for example, a simple
business incorporation), we will quote a fixed fee. It is
our policy not to accept representation on a fixed fee
basis except in such defined service areas or pursuant to
a special arrangement tailored to the needs of a
particular client. In those situations, the fixed fee
arrangement will be expressed in a letter, setting forth
both the amount of the fee and the scope of the services
to be provided.
2 — Revised December 17, 2015
et,
Holden, Kidwell, Hahn & Crapo encourages discussion
with our clients about legal fees and billing
arrangements. Unnecessary misunderstandings can
result from a lack of clear communication on these
sensitive matters. We would expect to have candid
discussions regarding fees and billing arrangements
with you at the beginning of our relationship and
throughout the representation.
OTHER CHARGES
Typically, we will charge our clients not only for legal
services, but also for other ancillary services which we
provide and which are directly related to your case or
matter. Examples of ancillary charges include:
computerized research services and the use of our
photocopy and facsimile machines. While our charges
for these services are measured by use, they do not, in
all instances, reflect our actual out-of-pocket costs. For
photocopying, for example, the true cost of providing
the service is difficult to establish. While we strive to
maintain these charges at rates which are lower than
those maintained by other firms, in some instances, the
amounts charges may exceed the actual costs to the
firm. We would be pleased to discuss the specific
schedule of charges for these additional services with
you and to answer any questions that you may have. If
you would prefer, in some situations we can arrange for
these ancillary services to be provided by third parties
with direct billing to you.
In the event your files have been archived or stored at
an off -premises location and you request copies of all or
a portion of such files, or if you make any other request
which requires retrieval of such files, we may also
charge a reasonable retrieval fee and copying expenses
necessitated by such request.
DISBURSEMENTS
In addition to our fees and other charges, we will bill
you, without any mark-up, for any out-of-pocket
expenses which we incur on your behalf. Examples of
costs in this category include filing fees, court costs,
mileage, expert witness fees, service of process fees,
travel expenses, printing expenses, third -party carrier
and overnight delivery services or other costs incurred
directly in conjunction with your case. We may ask that
you pay any sizeable third -party costs or expenses
directly or that you deposit a certain amount with the
firm in advance of the incurrence of these costs.
ANCILLARY PROCEEDINGS
Occasionally we may become involved in another
lawsuit, administrative proceeding or investigation that
arises from or is in some way related to the legal
services provided to you under this Billing Policy. We
will endeavor to notify you as soon as is reasonably
possible if such proceedings are commenced. In that
event, you agree to pay for any legal services or
administrative staff time expended by firm attorneys or
staff members in responding to such proceedings. Such
legal services will be billed at the rates generally
established by the firm at the time such services are
provided. We will also bill you for any fees,
disbursements or other out-of-pocket expenses
reasonably and necessarily expended by the firm in
such proceedings. You will be obligated to pay for
such legal services and expenses, regardless of whether
you are a party to such other proceedings. You will
also be obligated to reimburse the firm for any attorneys
fees or costs incurred by the firm for outside legal
services which are necessary to respond to such
unrelated lawsuits, administrative proceedings or
investigations, except to the extent that such services
are covered and paid by the firm's malpractice
insurance policy. However, nothing in this paragraph
obligates you to pay for such legal services or costs if a
firm lawyer or employee was negligent or intentionally
committed a wrongful act that caused such other
lawsuit, proceeding or investigation.
BILLING ARRANGEMENTS AND TERMS
OF PAYMENTS
We will bill you, normally each month, for fees, other
charges and disbursements. You are expected to make
payment upon receipt of our invoice. Unpaid fees and
disbursements accrue interest at the maximum rate
permitted under the laws of the State of Idaho, but not
exceeding one percent (1 %) per month from the
beginning of the month in which they became overdue.
If your account becomes past due, you are expected to
bring the account or the retainer deposit current. If the
delinquency continues and you do not arrange
satisfactory payment terms, we may withdraw from the
representation and pursue collection of your account.
You agree to be responsible for paying the costs of
collecting the debt, including court costs, filing fees,
and reasonable attorney fees, regardless of whether
Holden, Kidwell, Hahn & Crapo, P.L.L.C. or outside
counsel is used.
Invoices are typically sent monthly unless there is a
project to be billed in a different fashion. At times,
3 — Revised December 17, 2015
(IN
when there is low activity, an invoice may be sent less
frequently than monthly. Generally, one person acts as
the billing attorney for each client in order to coordinate
the billing process. Billing can be done on a composite
basis or broken down by subject matter. If you want
particular invoices sent to specific individuals for
approval in your company, that can be done.
Under normal circumstances, we submit regular
monthly invoices to clients listing in a narrative fashion
the particular work performed by date and the exact
amounts of other charges and disbursements for all
client matters.
.RETAINERS
New clients of the firm may be asked to pay the firm a
retainer as security for attorneys fees and costs incurred
in your behalf. We reserve the right to request a
reasonable retainer from you, either prior to
commencing work for you or at any time during the
course of our relationship. Typically, the retainer is
equal to the amount of fees and costs expected for a
required task or an amount equal to the fees and costs
likely to be incurred during a two -month period. If you
pay us a retainer, you grant us a security interest in
those funds. Unless otherwise agreed, the retainer will
be credited toward the final invoice generated on the
account. The retainer will be deposited into the firm
trust account and will be kept in such account until the
due date of the final invoice, at which time it will be
credited against the remaining balance on the account.
If you dispute any amount charged against the retainer,
you may notify us promptly and we will return the
disputed amount to a trust account pending resolution
of this dispute. You are expected to pay our invoices in
full upon receipt, even though you may have a positive
balance of the retainer on deposit with the firm.
At the conclusion of our representation or at such time
as the retainer is unnecessary or is appropriately
reduced, the remaining balance or an appropriate part
of it will be returned to you. If the retainer proves
insufficient to cover current expenses and fees for the
required task or for services rendered to you on a two -
month basis, an additional retainer may be necessary.
We will notify you in such event and request an
increase in the amount of the retainer. In the event you
fail to promptly pay such increase or fail to provide or
maintain the retainer at the agreed amount, we reserve
the right to withdraw from representing you, in a
manner consistent with the Idaho Rules of Professional
Conduct. Alternatively, and in our sole discretion, we
may add a premium of ten percent (10%) to all hourly
rates billed to you or any fixed fee quoted to you, as a
penalty for your failure to provide or maintain the
required retainer.
Deposits received to cover specific cost items will be
disbursed as provided in our agreement with you, and
you will be notified from time to time of the amounts
disbursed. Any amount remaining after disbursement
will be returned to you.
By court rule, most retainers will be placed in a pooled
account and interest earned on the pooled account is
payable to a charitable foundation established in
accordance with the court rule. If you request, your
retainer will be placed in a separate trust account for
your benefit and account.
SAFE KEEPING OF CLIENT FUNDS
We will keep any amounts paid to us as a retainer and
any other monetary amounts owned by you and paid to
us in a bank account separate from the firm general
account maintained in the State of Idaho. We will keep,
disburse, handle and otherwise maintain such funds in
accordance with Rule 1.15 of the Idaho Rules of
Professional Conduct. You agree to grant us a security
interest in such funds to secure payment of statements
rendered to you by any member of the firm with respect
to any matter for which we provide legal services to
you, and irrespective of whether we have another fee
arrangement in such other matter which does not
provide for such security interest. This security interest
will also secure your obligation to pay interest on your
account and attorneys fees and costs incurred in
collecting such account. We will deposit and keep your
funds in an account that is insured by the Federal
Deposit Insurance Corporation (the "FDIC"), however
we assume no obligation to monitor or keep you
apprised of the financial solvency of the financial
institution where such account is kept, nor do we
assume any obligation to ensure the aggregate amount
of client funds kept within such account is kept or
maintained within the limits of the insurance provided
by the FDIC.
TERMINATION
You may terminate our representation at any time by
notifying us. Your termination of our services will not
affect your responsibility for payment of legal services
rendered, additional charges and disbursements
incurred before termination and in connection with an
orderly transition of the matter.
We may also withdraw from providing services to you.
The ethics riles for the jurisdictions in which we
practice list several types of conduct or circumstances
4 — Revised December 17, 2015
AUDIT LETTER RESPONSES
At times, you may request that we provide your auditors
certain information in connection with such auditors'
examination of your financial statements. Of course,
we will charge for our services in doing so. In addition,
for your benefit and in order to protect the attorney -
client privilege, our responses will only be made in
accordance with the ABA Statement of Policy
Regarding Lawyers' Responses to Auditors' Requests
for Information (December 1975), including all of the
limitations contained therein. You agree not to request
information in addition to that provided for in the ABA
Statement of Policy and consent to our providing
responses only in accordance with the ABA Statement
of Policy.
OPINIONS TO OTHERS
As a general matter, any third party opinions will be
based on your representations and warranties that the
facts on which the opinion is based are true, complete
and accurate and upon the assumption that such
representations and warranties do not omit any facts
necessary to make such representations and warranties
not misleading. You acknowledge and agree that we
undertake no duty to investigate such representations
and warranties, or verify any matters that you represent
and warrant to us as true, complete and accurate.
SECURITIES LAW ADVICE
Unless specifically requested and agreed by us in
writing, we will not provide any advice with respect to
the securities laws of the United States or any other
jurisdiction or any related rules or regulations and we
will not provide any advice as to whether any
information, statement, opinion, or other writing is
required to be filed with, incorporated into, submitted
to, or furnished to the United States Securities and
Exchange Commission or any state securities
regulators. You will not, without our prior written
consent, include documents or information we provide
to you in any filings with federal or state securities
regulators, including the SEC.
ARBITRATION OF FEE DISPUTES
Other than a complaint to a disciplinary authority, any
fee or cost dispute arising out of, in connection with, or
relating to the engagement agreement including, any
dispute concerning the security interest granted herein
or by common law shall be determined by binding
arbitration in accordance with Section V II of the Idaho
Bar Commission Rules.
You agree to execute a consent to a binding fee
arbitration, as provided by such Rules within twenty-
one (21) days after receipt of an arbitration request
under such Rules. The decision rendered by the
arbitrator shall be final and binding upon the parties, to
the extent provided by Idaho Code § 7-901 et seq. and
may be enforced by any court of competent jurisdiction
within the State of Idaho.
Any other matter involving a dispute arising out of or in
connection with or relating to this Policy shall be
determined by any court of competent jurisdiction
within the State of Idaho.
KEEPING YOUR CONTACT
INFORMATION CURRENT
You must keep us informed as to your current mailing
address, physical address (if different), and phone
numbers (also e-mail address if that is used). You will
keep this information accurate and up to date, because
of our need to be able to contact you with respect to the
subject of the representation and other aspects of our
relationship with you as described above. We will rely
upon the last contact information you provide to us.
You agree that we can do so with respect to any need
we may have to communicate with you (during the
existence of the attomey-client relationship or after
conclusion of that relationship) relating in any way to
our representation of you, including in connection with
commencing any arbitration as described.
MISCELLANEOUS
This Billing Policy should be construed consistently
with the Idaho Rules of Professional Conduct, however
in the event of any irreconcilable inconsistencies, then
the Idaho Rules of Professional Conduct shall prevail.
The provisions of this Billing Policy are severable. In
the event any part of this Policy is determined to be
unlawful or unenforceable for any reason, then such
unenforceability shall not affect the enforceability of the
remaining provisions. The provisions of this Billing
Policy and any supplemental retainer letter shall
comprise all terms and conditions of our agreement
with you. No prior statement, representation or
understanding will be binding unless contained within
such written agreement or unless contained in another
written agreement signed by both parties. This Policy
is to be construed in accordance with the laws of the
State of Idaho and the venue for any action arising
therefrom shall be in the state of Idaho.
Holden, Kidwell, Hahn & Crapo, P.L.L.C.
GAW PUATATW S\HKHOService & Billing Policy\Scrvicc & Billing Policy.v5,wpd:sm
6 — Revised December 17, 2015
GENERAL REVENUE
thru May 31
Property Tax Revenue
232000.00
235000.22
235480.00
257792.55
244000.00
148657.06
270000.00
Beer & Dog Licenses
400.00
655.00
1200.00
639.00
700.00
454.00
600.00
State Liquor Tax
60000.00
70624.00
63000.00
72041.00
78213.00
40362.00
75000.00
State Rev. Sharing
70000.00
85689.74
88355.00
64678.13
93557.00
74094.00
80000.00
State Hwy Users
60000.00
60821.93
63000.00
63615.07
79705.00
64709.63
70000.00
Police Revenue
9000.00
2524.05
7200.00
6158.49
9660.00
3337.15
5000.00
Police Grants
10000.00
54844.00
300.00
0.00
0.00
17000.00
Grants
0.00
Building Inspection Fees
45000.00
71816.61
72000.00
67916.00
74000.00
42792.50
75000.00
Cable TV Franchise
6000.00
8671.00
8300.00
5513.38
8700.00
4318.00
5000.00
Natural Gas Franchise
10000.00
11269.11
13000.00
10683.92
13000.00
8863.24
13000.00
Power Franchise
22000.00
23061.31
27000.00
22326.23
27000.00
18117.27
25000.00
Interest
500.00
379.66
1000.00
1203.59
1300.00
602.31
500.00
Building Rent
9000.00
7768.00
12600.00
11635.00
13500.00
7985.00
12000.00
MYAC Revenue
1000.00
1000.00
28.00
400.00
Iona Day
1512.73
2000.00
1574.60
2000.00
0.00
1500.00
Museum
1000.00
1000.00
0.00
0.00
Misc. Revenue
4000.00
6064.62
8000.00
7511.01
8000.00
5844.00
7000.00
Recreation Fees
50000.00
60890.75
65000.00
72729.43
73600.00
68180.03
73000.00
Shelter Rental
1000.00
1370.00
1250.00
715.00
1600.00
240.00
1000.00
Equip. Reserves
45000.00
0.00
45000.00
45000.00
0.00
45000.00
Reserves
70000.00
0.00
102395.00
163043.00
0.00
127700.00
Total General Revenue
703900.00
702962.73
817780.00
667032.40
938578.00
488584.19
903700.00
Exhibit "B"
FY14 Budget
FY14 Actuals
FY15 Budget
FY15 Actuals
FY16 Budget
FY16 Actuals
FY17 Proposed
GENERAL EXPENSE
thru May 31
Payroll
109000.00
98997.67
116000.00
112820.49
157220.00
82215.09
120000.00
Payroll Taxes
15000.00
4166.65
15000.00
9908.66
17750.00
8606.79
13000.00
Retirement
12000.00
12041.13
12000.00
12995.37
18742.00
9571.99
14000.00
Health Insurance
30000.00
26831.54
30000.00
25889.56
30000.00
17713.02
35000.00
Office Supplies & Admin.
9000.00
11297.68
11000.00
13586.88
15800.00
8992.03
16000.00
Publishing
1000.00
1912.60
1500.00
1164.10
1500.00
720.50
1500.00
Legal & Audit Fees
20000.00
19690.00
40000.00
28049.00
38500.00
9060.97
30000.00
Engineering
15000.00
12680.00
15000.00
6307.50
14500.00
6887.00
14000.00
Travel
5000.00
3965.66
5000.00
5182.55
4500.00
1733.84
4500.00
Insurance Liability
12300.00
13858.00
18500.00
9579.00
15286.00
9485.50
15000.00
Electricity -Natural Gas
17000.00
16597.44
18000.00
13592.08
20500.00
10220.74
17000.00
Police Payroll
62000.00
61664.17
85000.00
57455.94
100000.00
58122.82
97000.00
Police Payroll Taxes
6600.00
6497.96
9000.00
5762.61
15000.00
5273.82
11000.00
Police Retirement
7000.00
6973.89
8800.00
5496.99
15000.00
7088.38
13000.00
Police Health Ins.
15000.00
14559.20
30000.00
14234.23
30000.00
13200.10
26000.00
Police Training
3000.00
675.55
7500.00
923.24
10000.00
2889.59
5000.00
Police-Co./Dispatch
28000.00
31693.83
39000.00
27507.08
39000.00
25702.95
40000.00
Police General
13000.00
16549.68
15000.00
16058.28
21300.00
16070.56
20000.00
Police Vehicle
0.00
0.00
7000.00
10-46-75 New acct.
Maintenance
94000.00
84753.16
94000.00
90578.73
94000.00
43269.42
110000.00
Building Insp.
15000.00
27519.21
26000.00
25422.04
26000.00
18923.69
35000.00
Equipment Expense
5000.00
5391.56
5000.00
1690.82
5000.00
4738.91
6000.00
Civil Defense
1000.00
895.00
1000.00
895.00
1000.00
895.00
900.00
MYAC Expense
1000.00
38.60
1000.00
1168.00
1500.00
Iona Day
4979.80
2000.00
5301.82
5000.00
1379.81
5300.00
Museum
1000.00
867.26
1000.00
607.21
1000.00
Misc. Expense
7000.00
8242.83
10000.00
5637.26
10000.00
5041.31
10000.00
Library
2000.00
1046.95
3000.00
1812.50
3000.00
0.00
2000.00
Capital Improvements
90000.00
116217.31
83480.00
90357.59
102300.00
11782.26
105000.00
Land Acquisition
10000.00
374.12
10000.00
10000.00
0.00
0.00
Recreation Labor
27000.00
31080.68
27000.00
36310.80
31680.00
29153.89
40000.00
Payroll Taxes
4500.00
3090.51
4500.00
3431.84
4500.00
2983.75
4000.00
Recreation Supplies
16000.00
21199.41
21000.00
14482.86
21000.00
8247.33
16000.00
Recreation Equipment
4500.00
904.00
4500.00
11918.24
10500.00
1552.01
12000.00
Recreation Maint.
3000.00
1238.50
3000.00
50.00
3000.00
1360.00
2000.00
Equipment Replacement
45000.00
8350.00
45000.00
41352.58
45000.00
23062.50
54000.00
Total Gen. Emigre
703900.00
675935.69
817780.00
696661.E 938578.00
447720.78
903700.00'"
FY17 Budget
FY14 Budget
FY14 Actuals
FY15 Budget
FY15 Actuals
FY16 Budget
FY16 Actuals
FY17 Proposed
WATER REVENUE
thru May 31
Collections
195000.00
207240.86
198000.00
217006.47
251161.00
168336.67
288000.00
Hook-up Fees
75000.00
105000.00
81000.00
105000.00
81000.00
57000.00
102000.00
Grants
3000.00
0.00
3000.00
0.00
253000.00
0.00
0.00
Water System Fund
50000.00
0.00
66150.00
0.00
280000.00
0.00
339700.00
Interest
1000.00
777.59
1200.00
1790.14
2000.00
1059.35
1000.00
Misc. Revenue
200.00
497.68
200.00
0.00
500.00
0.00
500.00
Equipment Reserves
45000.00
0.00
45000.00
0.00
40000.00
0.00
50000.00
Reserves
50000.00
0.00
70500.00
0.00
50000.00
0.00
50000.00
Total Water Revenue
419200.00
313516.13
465050.00
323796.61
957661.00
226396.02
831200.00
WATER EXPENSE
Payroll
65000.00
69870.70
69500.00
73575.83
94710
59776.73
90000.00
Payroll Taxes
8000.00
2882.37
8000.00
6676.37
11700
6498.45
10000.00
Retirement
8000.00
8944.98
8200.00
8705.75
12500
7113.42
11000.00
Health Ins.
16000.00
16754.16
18500.00
17841.14
19540
15063.16
19000.00
Office Supplies & Admin.
9000.00
15317.18
15250.00
24569.62
23990
29399.53
15000.00
Legal
30000.00
Insurance Liability
5768.50
6200.00
Electricity
29000.00
43354.01
41400.00
46518.77
47400
23828.93
50000.00
Engineering
10000.00
5302.75
15000.00
6790.00
50000
17092.00
26000.00
Maint. & Repairs
50000.00
30194.62
50000.00
27787.65
46021
14929.42
50000.00
Misc. Expense
200.00
62.04
200.00
229.84
200
5549.20
1000.00
Equipment Expense
3000.00
0.00
3000.00
0.00
3000
91.49
1000.00
Equipment Rent
4000.00
40.80
4000.00
0.00
4000
2000.00
Capital Improvements
70000.00
681.40
70000.00
3123.56
570000
25972.91
480000.00
Land Acquisition
15000.00
0.00
35000
38500.00
0.00
System Upgrade
102000.00
0.00
102000.00
0.00
0.00
0.00
Equipment Replacement
45000.00
0.00
45000.00
0.00
39600
23062.50
40000.00
Total Water Expense
419200.00
193405.01
465050.00
215818.53
957661
272646.24
831200.00
FY17 Budget is an decrease of $ 161,339
Fiscal Year 2017 Budget of $1,734,900
tentatively approved by the Mayor &
City Council on this 19th day of July, 2017.