2014 FINANCIAL PLAN

Percent of General Fund Operating

Net Operating

Net Operating Budget

General Fund Operating = $105.4 Million

Division Overview

Revised

Adopted Financial Plan

Change from

Prior Year Percent Change

Taxation Expenditures 2013 2014

Net Operating 2,324,059 2,244,584 (79,475) (3.4%)

Capital 0 0 0 0.0%

Total Taxation Expenditure 2,324,059 2,244,584 (79,475) (3.4%)

Authorized Positions 15.6 15.6 (0.0) (0.1%)

Division Summary

Stu Leatherdale - Divisional Director

2%

98%

Human Resources & Corporate Performance =

$2.2 Million

Corporate HR Services

11%

Community HR Services

15%

Learning & Development

16%

Compensation & Benefits 11% HR & Corporate

Performance 26%

Corporate Strategy &

Performance 21%

HUMAN RESOURCES & CORPORATE PERFORMANCE

Human Resources & Corporate Performance

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2014 FINANCIAL PLAN HUMAN RESOURCES & CORPORATE PERFORMANCE

Human Resource Services The HR Services Branch helps divisions and departments with recruitment, labour and employee relations. Staff in this branch are the primary contact for all human resource matters for their area of responsibility. In addition to recruitment and labour services, they partner with line managers on succession planning, training, career development, change management and other corporate development initiatives such as the Achievement & Rewards program and "BEST" awards for employees demonstrating outstanding Balance, Excellence, Service and Teamwork. Human Resource Services staff also act as the primary contact for applicants, our community educational institutions and various community employment agencies interested in City of Kelowna careers. Learning & Development Developing and maintaining corporate-wide talent management programs fall to the Learning & Development Branch. From succession plans to the training strategy, the branch is building a high-performing, accountable workforce committed to our vision and adaptable to new challenges. Key initiatives include career, management and leadership development and supporting an enhanced performance management program. The Branch also oversees HR systems, performance metrics and administration as well as our long service awards program. Compensation & Benefits Total Compensation, benefit administration, disability management and return to work programs fall within this branch in addition to other employee support programs such as the Employee and Family Assistance and Wellness programs. From smoking cessation to mental and physical fitness programs, the city’s Wellness Program encourages staff to choose positive, active lifestyles that support high productivity levels and a healthy work-life balance. Corporate Strategy & Performance The Corporate Strategy and Performance Department focuses on corporate performance excellence. This includes key initiatives to build corporate capability; business transformation initiatives to improve the delivery of services; ensuring a balanced portfolio of City projects that best achieves our strategic and operational goals; and driving improvements and accountability through corporate performance management.

Human Resources & Corporate Performance Division

Developing and implementing a visionary strategic plan while building a corporate culture that supports it are essential to the success of any corporation. Passionate public service and

performance excellence are the maxim of the Human Resources and Corporate Performance Division. Whether leading the implemenation of the Corporate Plan or ensuring that the City attracts, retains

and develops the best quality public servants, the end goal of this division is to help improve organizational performance and provide superior services to staff and citizens.

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2014 FINANCIAL PLAN HUMAN RESOURCES & CORPORATE PERFORMANCE

kelowna.ca

Drivers & Activities

Division Drivers

Lead the Corporate Plan implementation to build corporate capability Lead the Project Portfolio Management function to ensure a balanced portfolio of city projects Lead the Corporate Performance Management function to measure our corporate performance Lead Business Transformation initiatives to improve the delivery of customer services Develop, implement and maintain progressive programs that build the employee value

proposition Support higher levels of employee engagement through positive Employee and Labour Relations

practice Retain and Recruit employees that share City of Kelowna corporate values Ensure employees have the skills and knowledge to provide superior public service Maintain effective, customer oriented human resources administration systems Enhance organizational performance by assisting departments in maximizing their human

capital

2014 Activities

Focus on results Corporate Plan - Corporate Performance Management System (CPMS) project

BPR - Payment Options Strategy

SD - Service Request System - 2014 Enhancements

BPR - Procure to Pay - "Quick Win" Process Review

Corporate Plan - Service Delivery Strategy

SD - Online Service Directory

Linked In

Practicum Program

Deliver on our plan Corporate Plan - Project Portfolio Management (PPM) Function

IAFF negotiations

CUPE Civic Negotiations

Union Performance Reviews Project

Corporate Plan - Career Development Strategy Project

Agresso Self Service Functionality Rollout & Additional Functionality Research

CUPE / Kelowna International Airport Collective Bargaining

2014 FINANCIAL PLAN

PROGRAM INPUT MEASURES Actual 2012 Rev. Adopted 2013 Financial Plan 2014

139 Human Resources & Corporate Performance 727,997 699,817 588,722

Net Operating Expenditures 727,997 699,817 588,722

PROGRAM INPUT MEASURES Actual 2012 Rev. Adopted 2013 Financial Plan 2014

154 Corporate Strategy & Performance 357,469 426,993 464,726

210 Service Innovation & Performance 289,591 89,993 0

Net Operating Expenditures 647,060 516,986 464,726

PROGRAM INPUT MEASURES Actual 2012 Rev. Adopted 2013 Financial Plan 2014

140 Corporate HR Services 400,040 209,483 250,193

141 Community HR Services 368,462 319,489 328,009

143 Learning & Development 331,810 345,615 357,615

249 Compensation & Benefits 200 232,669 255,319

Net Operating Expenditures 1,100,512 1,107,256 1,191,136

Total Division Net Operating Expenditures 2,475,569 2,324,059 2,244,584

Human Resources & Corporate Performance

Coporate Strategy & Performance

Coporate Strategy & Performance

HUMAN RESOURCES & CORPORATE PERFORMANCE

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2014 FINANCIAL PLAN HUMAN RESOURCES CORPORATE PERFORMANCE

PROGRAM OUTPUTS

# of postings 125 135 150

# of vacant positions filled 173 200 225

# of WCB claims processed 54 50 50

# of service awards presented 190 174 158

# of transition return to work placements (CUPE) 29 25 25

PROGRAM OUTCOMES

% merit rating discount for WCB Claims 30% 36% 34%

# of sick occurrences - ALL 1,766 1,600 1,550

# of HR polices developed and approved 0 1 1

EFFICIENCY MEASURES

% of internal postings filled within 3 weeks 71% 63% 70%

% of external postings filled within 9 weeks 74% 95% 95%

CUSTOMER SATISFACTION

% of match between employees hired and preferred job

qualifications on most jobs

90% 93% 93%

% of staff turnover - full time 3% 5% 6%

INNOVATION AND LEARNING

# of policy updates 2 10 5

# of employees participating in Human Resources Program

focussed training sessions

300 250 150

# of individual employee Development plans 6 12 10

# of individual employee posted Training Opportunity plans 4 7 5

Finance Administration is responsible for providing leadership and direction to Financial Services in the The Financial Accounting and Systems Section prepares annual financial statements, in addition to The Financial Planning Section prepares the Corporate Budget, manages reserve balances, develops utility The Risk Management Section is responsible for the development, implementation, coordination and The Revenue Section is responsible for the administration of: property taxes, general accounts receivable Administration of the payroll function, utility billing function and investment of the City's funds are the The Purchasing and Stores Section is responsible for acquiring the materials, equipment and services Finance Administration is responsible for providing leadership and direction to Financial Services in the The Financial Accounting and Systems Section prepares annual financial statements, in addition to The Financial Planning Section prepares the Corporate Budget, manages reserve balances, develops utility The Risk Management Section is responsible for the development, implementation, coordination and The Revenue Section is responsible for the administration of: property taxes, general accounts receivable Administration of the payroll function, utility billing function and investment of the City's funds are the The Purchasing and Stores Section is responsible for acquiring the materials, equipment and services Finance Administration is responsible for providing leadership and direction to Financial Services in the The Financial Accounting and Systems Section prepares annual financial statements, in addition to The Financial Planning Section prepares the Corporate Budget, manages reserve balances, develops utility The Risk Management Section is responsible for the development, implementation, coordination and The Revenue Section is responsible for the administration of: property taxes, general accounts receivable Administration of the payroll function, utility billing function and investment of the City's funds are the The Purchasing and Stores Section is responsible for acquiring the materials, equipment and services

PERFORMANCE MEASURES Actual 2012

Estimated 2013

Proposed 2014

2014 FINANCIAL PLAN  

HUMAN RESOURCES & CORPORATE PERFORMANCEGeneral Fund

REVENUES / EXPENDITURES BY CATEGORY 

  Actual2012

Revised2013

Provisional2014

REVENUEPROPERTY TAX 0 0 0PARCEL TAX 0 0 0FEES AND CHARGES ( 160,143) ( 79,950) ( 74,700)OTHER REVENUE 0 ( 32,600) ( 16,200)TRANSFERS FROM FUNDS   Special (Stat Reserve) Funds 0 0 0   Development Cost Charges 0 0 0   Accumulated Surplus ( 217,528) ( 335,570) ( 126,000)  _____________ _____________ _____________TOTAL REVENUE ( 377,671) ( 448,120) ( 216,900) EXPENDITURESSALARIES AND WAGES 2,002,344 1,749,227 1,611,092INTERNAL EQUIPMENT 4,511 0 0MATERIAL AND OTHER 531,735 733,422 560,862CONTRACT SERVICES 272,150 289,530 289,530DEBT INTEREST 0 0 0DEBT PRINCIPAL 0 0 0INTERNAL ALLOCATIONS 0 0 0TRANSFERS TO FUNDS   Special (Stat Reserve) Funds 0 0 0   Development Cost Charges 0 0 0   Accumulated Surplus 42,500 0 0  _____________ _____________ _____________TOTAL EXPENDITURES 2,853,240 2,772,179 2,461,484 NET OPERATING EXPENDITURES 2,475,569 2,324,059 2,244,584 CAPITAL EXPENDITURESGROSS EXPENDITURES 0 0 0OTHER FUNDING SOURCES 0 0 0  _____________ _____________ _____________TAXATION CAPITAL 0 0 0  _____________ _____________ _____________NET OPERATING & TAX CAPITAL EXP. 2,475,569 2,324,059 2,244,584  AUTHORIZED F.T.E.POSITIONS

Budgeted Fte's2012

Actual2012

Revised2013

Provisional2014

Salaried 18.5 20.2 14.5 14.0Hourly 1.1 1.8 1.1 1.6

   

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2014 FINANCIAL PLAN

Description of Operating Program Changes

TOTAL FTE

2013 Revised Budget 2,324,059 15.6

2014 Net Impacts

One-time Operating Requests

One-time Expenditure Reductions 32,830

Incremental Costs - Prior year(s)

Salary Adjustments (163,035) (0.5)

Other Adjustments

Departmental Adjustments 29,230 (100,975)

2,223,084 15.1

2014 Program Additions

2014 Operating Requests 21,500 0.5

2014 Expenditure Reductions 21,500

2014 Provisional 2,244,584 15.6

Unfunded 2014 Requests

2014 Operating Requests 14,000

2014 Expenditure Reductions 14,000

Total Unfunded Requests for 2014 14,000 0.0

HUMAN RESOURCES & CORPORATE PERFORMANCE

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2014 Operating RequestsPROVISIONAL Budget

SummaryGeneral Fund

Page Description Cost Revenue Taxation CatReserve Borrow UtilityGov/Contr

Human Resources & Corporate Performance

Negotiations/Bargaining 10,000 0L1 OT0(10,000) 0 00

Human Resources Student Co-Op Program

14,500 0L2 OG(14,500)0 0 00

Long Service Awards 7,000 0L3 OG(7,000)0 0 00

31,500 0 (21,500)Division Priority 1 Total (10,000) 0 0 0

31,500 0 (21,500)Total Priority 1 Operating (10,000) 0 0 0

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2014 Operating RequestsPROVISIONAL Budget

SummaryGeneral Fund

Page Description Cost Revenue Taxation CatReserve Borrow UtilityGov/Contr

Human Resources & Corporate Performance

Change Management Training 14,000 0L4 OG(14,000)0 0 00

14,000 0 (14,000)Division Priority 2 Total 0 0 0 0

14,000 0 (14,000)Total Priority 2 Operating 0 0 0 0

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2014 Operating Request Details

Division:Human Resources & Corporate PerformanceDepartment:

Title: Negotiations/Bargaining

Priority: 1

ONE-TIME

NEW

Human Resources & Corporate Performance

Justification:

Collective bargaining for 3 Collective Agreements are planned for 2014. A budget is required for meeting facilities and

legal/admin expenses during collective bargaining.

Strategic Objective: Deliver on Our Plan

TaxationReserve Borrow Fed/Prov Dev/ComCost Revenue Utility10,000 (10,000) 0 0 0 02014 0 0

Division:Corporate HR ServicesDepartment:

Title: Human Resources Student Co-Op Program

Priority: 1

ON-GOING

NEW

Human Resources & Corporate Performance

The addition of a Human Resources (HR) co-op student program is required to increase the HR administrative capacity

to provide effective customer service to the organization in a cost effective way. The administrative workload in HR

has been increasing over the past several years due to: increasing workforce size; the administrative requirements of

benefit carriers; Worksafe and HR programs; several new HR projects, such as annual performance reviews, employee

surveys and succession planning; Agresso. No additional HR staff have been added in 5 years, yet employee population

has increased by 12%. In addition, through efficiencies, HR has reduced payroll costs by $42,000 between 2010 and

2012.

The Co-Op term will cover 8 months of the year from January to September.

Justification:

Strategic Objective: Deliver on Our Plan

TaxationReserve Borrow Fed/Prov Dev/ComCost Revenue Utility14,500 0 0 0 0 02014 0 (14,500)

20152016

14,50014,500

00

00

00

00

00

00

(14,500)(14,500)

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2014 Operating Request Details

Division:Learning & DevelopmentDepartment:

Title: Long Service Awards

Priority: 1

ON-GOING

EXISTING

Human Resources & Corporate Performance

An increase in the Long Service Award budget is requested due to an increased amount of recipients over the next 3

years and costs have risen modestly with use of the corporate store (gifts and shipping costs are now varied in price).

Forecasted program award expenditures for the next four years show a budget increase of $7,000 will ensure the

continued success of the Long Service Award Program.

2014 Base Budget $15,000

Justification:

Strategic Objective: Deliver on Our Plan

TaxationReserve Borrow Fed/Prov Dev/ComCost Revenue Utility7,000 0 0 0 0 02014 0 (7,000)

20152016

7,0007,000

00

00

00

00

00

00

(7,000)(7,000)

Division:Human Resources & Corporate PerformanceDepartment:

Title: Change Management Training

Priority: 2

ON-GOING

NEW

Human Resources & Corporate Performance

The City has invested heavily to introduce a change management competency by training 60% of management staff to

date. To sustain and embed this competency into the organization, there is a need to provide training to the rest of

the management staff and new managers. It is a reality that change will continue in the coming years. Having staff

competent in an institutionalized standardized methodology will result in a higher return on the resources used to

implement initiatives, thereby increasing success factors.

Justification:

Strategic Objective: Deliver on Our Plan

TaxationReserve Borrow Fed/Prov Dev/ComCost Revenue Utility14,000 0 0 0 0 02014 0 (14,000)

20152016

14,00010,000

00

00

00

00

00

00

(14,000)(10,000)

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