E-Help 12/6/2007
INCLUDES:
1.
Reprimand Procedures (Oblong)
2.
Automatic Read Water Meters (Tuscola)
3.
Vehicle Sticker software (Highland Park)
4. APT Publications & Public Treasury Bookstore
5. APT Website &
Annual Conference dates
6.
FOIA Index (Ancel Glink Law firm)
7. Local Gov News- Free one month subscription offer
8.
COBRA Checklist (ADP)
9.
Thanks &
Sharing/ Transferring Sick Leave amongst employees (Fairview Heights)
HAPPY HOLIDAYS FROM IMTA!!!
“Thanks again to everyone that has contributed information in the past. If you
have questions, please feel free to send me your request. If you are responding
to a request, please send your response to the requester and include me as a
“cc”. Thanks again!”
Michael Peterson
mpeterson@villageofgrayslake.com
www.imtausa.org
www.aptusc.org
www.publictreasuryinstitute.com/bookshop/catalog.do
1.
REPRIMAND PROCEDURES
I am searching for
a policy for reprimanding an employee? Or the proper procedures?
We need something to put in our handbook?
Thanks,
Jan Miller, Treasurer
VILLAGE OF OBLONG
jmillertreasurer@hotmail.com
2. “AUTOMATIC READ” WATER METERS
Our City is looking at the possibility of converting our manual read water meters to some version of automatic read meters. If your town has auto read meters could you let me know what brand; what kind (radio, tap or whatever read); how much you pay for new meters and any other info that you could give us to help with this search
Thanks,
Alta L. Long
City Treasurer
City of Tuscola
along@tuscola.org
3.
VEHICLE STICKER SOFTWARE
I am seeking an RFP for vehicle sticker software. Also if you are currently
using
vehicle sticker software
please let me know the company name, contact information and how you like it.
Any additional comments and suggestions are welcome.
Thanks,
Brian C. Gosnell
Deputy Finance Director
City of Highland Park
Ph: (847) 926-1020
bgosnell@cityhpil.com
4. APT Publications
Link to printable order form with APT publications and other treasury related
publications
http://www.publictreasuryinstitute.com/bookshop/printableOrderForm.do
Link to Public Treasury Institute bookstore: http://www.publictreasuryinstitute.com/bookshop/catalog.do
Stacey Crane
stacey@publictreasuryinstitute.com
5. APT Website updates & Annual Conference
Please take a look at APT’s website. We have new updates and announcements.
Don’t forget to check out the new Webinar!
http://www.aptusc.org
Thank you,
Lindsay J. Dively
Membership & Marketing Coordinator
Association of Public Treasurers United States & Canada
301- 495 -5560 Phone
43rd Annual APT Conference
Grand Rapids, MI
August 9th-13th 2008
6. FOIA INDEX
Q: Someone at a conference I attended recently mentioned something called a "FOIA
Index" and said that every local government must
have one. Nobody I've talked to knows what that is. Can you explain?
A: Sure. Sections 4 and 5 of the Freedom of Information Act says
4. Each public body shall prominently display at each of its administrative or
regional offices, make available for inspection and
copying, and send through the mail if requested, each of the following:
(a) A brief description of itself, which will include, but not be limited to, a
short summary of its purpose, a block diagram giving
its functional subdivisions, the total amount of its operating budget, the
number and location of all of its separate offices, the
approximate number of full and part-time employees, and the identification and
membership of any board, commission, committee, or
council which operates in an advisory capacity relative to the operation of the
public body, or which exercises control over its
policies or procedures, or to which the public body is required to report and be
answerable for its operations; and (b) A brief
description of the methods whereby the public may request information and public
records, a directory designating by titles and
addresses those employees to whom requests for public records should be
directed, and any fees allowable under Section 6 of this
Act.
5. As to public records prepared or received after the effective date of this
Act, each public body shall maintain and make
available for inspection and copying a reasonably current list of all types or
categories of records under its control. The list
shall be reasonably detailed in order to aid persons in obtaining access to
public records pursuant to this Act. Each public body
shall furnish upon request a description of the manner in which public records
stored by means of electronic data processing may be
obtained in a form comprehensible to persons lacking knowledge of computer
language or printout format.
Note that the list is of "categories" of records, not each record individually.
So the FOIA Index could list, "Personnel Records,"
"Financial Records," "Water Atlas," "Zoning Map," etc., or records broken down
by department, or any other method that makes sense.
The Peoria Clerk
made a Freedom of Information Act presentation to the Treasurer Institute
attendees. Many attendees were not familiar with the FOIA Index and I was asked
to include additional information in the Ehelp.
It just so happens that I found an article on my desk when I returned to work.
IMTA thanks Ancel Glink law firm for authorizing the reprint of their
“Q and A of the month”.
The Q and A of the Month has been prepared by the Ancel
Glink law firm, which provides regular and special legal counsel to governmental
bodies throughout the State, their website:
www.ancelglink.com contains much more information and freely downloadable pamphlets on a
variety of subjects, including debt collection (liens) and economic development.
Stewart H. Diamond
Partner
Ancel, Glink, Diamond, Bush,
DiCianni &
Krafthefer, P.C.
(P) (312)782-7606 Ext. 109
www.ancelglink.com
SDiamond@ancelglink.com
7. LOCAL GOV NEWS FREE 1-MONTH MEMBERSHIP
To request a
free 1-month membership, e-mail us at
info@localgovnews.org.
Write the words
“IMTA one month membership” in the
subject heading to receive one month free membership.
LocalGovNews.org
P.O. Box 541
Downers Grove, IL 60515
8. COBRA Checklist
I thank IMTA and the organizers of the Treasurer’s Institute for giving me the opportunity to present. Those attending may recall that several attendees had requested a copy of a COBRA activities checklist. Please let me know if there is anything else that I can provide to you, and I appreciate your attention during my presentation.
Best Regards,
David Trupiano
Major Accounts District Manager
ADP
Phone: 847-718-2218
david_trupiano@adp.com
ADP announces an on-going webinar series designed to highlight trends that impact every aspect of the employee life cycle, from hiring to retiring and everything in between.
Please click here to register!
http://www.informativewebinars.com/chicagowimnwebinars.html
COBRA ACTIVITY
Initial Notification of COBRA rights to Covered Individuals
- Prepare customized notification package
- Mail notification via proof-of-mail/ certified mail
- Archive documents
Qualifying Event Processing
- Prepare customized, personalized election package
- Mail package via proof-of-mail/ certified mail
- Process elections (monitor dates, etc.)
- Manage subsequent qualifying events
- Archive documents
COBRA Continuant Service
- Bill continuants on a monthly basis
- Collect Premiums
- Remit premiums to carrier
- Track due dates and grace periods manually or via Excel spreadsheet
- Manage NSFs and partial payments
- Answer in-coming continuant calls
Reporting
- Eligibility reporting to insurance carrier
HIPAA
- Prepare and mail customized HIPAA certificates at the time of the qualifying event
- Prepare and mail customized HIPAA certificates at the end of the COBRA coverage period
Other
- Have ERISA attorneys review all COBRA documents
- Have ERISA attorneys keep up with changes to the law
- Fines, penalties, damages, attorney’s fees, etc.
9. Thanks & Sharing/ Transferring Sick Leave Hours
Michael,
Please thank everybody for me – Council approved and passed the resolution that
the employees can donate up to 5 days per year to a fellow co-worker that
requests. Billie Robinson has been terrific even providing forms. I will
contact each of the individuals that helped also but I wanted to say thank you
to you also.
If anyone is interested, I have the paperwork that we provided
Council regarding cost/saving to the City.
Barb Mackin
Fairview Heights
Michael’s Comments: Barb has been blessed with many wonderful years of friendship with her mother who is turning 101 years old this month. Barb, your mom is very fortunate to have you to add years to her life. My mom always said that I was going to send her to an early grave. I think she was exaggerating; she is 66 and doing great. J
10. New Illinois Funds website.
http://www.illinoisfunds.com/programs/illinois-funds/illinois-funds.aspx