Continue to work closely with all department heads on improving the communication and team building of the City’s executive team.
Continue to work closely and advise City Manager and Council on financial impacts for the City’s General Fund and Citywide budget.
Continue to improve the quality and depth of financial data which will provide the City’s executive team timely and useful information to use in the decision-making process.
Continue to distribute timely and useful financial information to City Council and all employees.
Provide regular quarterly financial updates.
Work with Legal, City Manager and City Clerk to continue to improve the contract process by modifying procedures, insurance requirements or including more flexible language in professional service agreements.
Develop and manage a long term cash flow analysis.
Revisit fund balance policy and make recommendations to the City Manager and City Council on any changes to the policy.
Evaluate PERS 457 retirement plan based on status of underlying expense costs and quality of administrative services support.
Evaluate and monitor CalPERS CERBT fund policies and portfolio returns.