Board of Finance — Burlington, VT
Date: 2026-02-09
Time: 17:15

Board of Finance

Monday, February 9, 2026, 5:15 PM, Bushor Conference Room, 149 Church Street, 1st
 Floor

Join from PC, Mac, iPad, or Android:
https://zoom.us/j/98417801212
Phone one-tap:
+13092053325, 98417801212# US
Join via audio:
+1 309 205 3325 US
Webinar ID: 984 1780 1212
International numbers available: https://zoom.us/u/auOv241QR

**CCTV link: https://www.youtube.com/playlist?list=PLljLFn4BZd2PwCge7lNoKug676jIf_iUA **




1. Agenda
  Subject 1.1. Motion to adopt agenda
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 1. Agenda

  Department Council and Board


  Type Action
 Procedural


  Recommended Action Motion to adopt agenda as amended as follows: remove from the consent agenda item
 3.4. FY2026 Q2 General Fund Budget Performance - DFA and place it on the deliberative
 agenda as item 4.3. (per Interim COS Kara Alnasrawi)

2. Public Forum
  Subject 2.1. Verbal Comments
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 2. Public Forum
 Department Council and Board


 Type Action
 Procedural


 Recommended Action open Public Forum
 close Public Forum

3. Consent Agenda
 Subject 3.1. Motion to adopt the consent agenda (as amended) and take the actions
 indicated
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 3. Consent Agenda

 Department Council and Board


 Type Action (Consent)
 Procedural


 Recommended Action Motion to adopt the consent agenda (as amended) and take the actions indicated

 Subject 3.2. January 26, 2026 Board of Finance Meeting Minutes - DFA
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 3. Consent Agenda

 Department Department of Finance and Administration


 Type Information
 Minutes
 Action (Consent)


 Recommended Action approve the minutes

 Subject 3.3. CVOEO Fair Housing Month Sponsorship 2026 - REIB
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 3. Consent Agenda

 Department Racial Equity, Inclusion, & Belonging (REIB)


 Type Action (Consent)


 Recommended Action move to approve and recommend the City Council approve the Director of the Racial
 Equity Inclusion and Belonging Office and the Chief Administrative Officer to issue a
 sponsorship grant in the amount of $1,000 to CVOEO to support Fair Housing Month
 programming from the Community Celebrations GL

 Subject 3.4. FY2026 Q2 General Fund Budget Performance - DFA **NOW AGENDA
 ITEM 4.3.**
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 3. Consent Agenda

  Department Department of Finance and Administration


  Type Action (Consent)
 Information
 Communication


  Recommended Action waive the reading, accept the communication and place it on file

4. Deliberative Agenda
  Subject 4.1. Burlington Harbor Marina: Dredging Maintenance Project: Contract
 Amendment and Budget - BPRW
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 4. Deliberative Agenda

  Department Parks, Recreation, & Waterfront


  Type Action


  Recommended Action 1. To approve and recommend that the City Council authorize the execution of a
 contract amendment with Engineers Construction, Inc. for an additional contract value
 of $33,865, for a new total contract price not to exceed $611,711, for the Burlington
 Harbor Dredging Project and to authorize Phil Lewis, Director of Parks, Recreation &
 Waterfront, to execute the contract amendment and any related documented necessary
 or convenient to carry out the project, subject to review by the City Attorney’s Office.
 2. To approve and recommend that the City Council authorize the Chief Administrative
 Officer, or their designee, to affect the necessary budget amendments and transfer of
 $25,000 in funds from the Stormwater (Fund 245) to the Parks Special Projects Fund
 (Boathouse Improvements – Dredging) as outlined in the attached Budget Amendment
 Form.

  Subject 4.2. Request for Job Description Updates and Position Reclassifications
 Department of Finance and Administration
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 4. Deliberative Agenda

  Department Department of Finance and Administration


  Type Action


  Recommended Action 1. To approve and recommend that the City Council approve the following position
 reclassifications: a. Reclassification of one (1) Accounting Assistant I – Accounts
 Payable, nonexempt, full-time, AFSCME position, grade 14, to grade 15; b.
 Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16; c. Reclassification of one (1) Grants & Finance
 Specialist, non-exempt, full-time, AFSCME position, grade 16, to grade 18; d.
 Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt, full-
 time, AFSCME position, grade 15, to grade 16; e. Reclassification of one (1) Billing &
 Admin Accountant, non-exempt, full-time, AFSCME position, grade 17, to one (1) Sr.
 Accountant, exempt, full-/part-time, non-union position, grade 18; and f.
 Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt, AFSCME
 position, grade 14, to a full-time position, grade 14.
 2. To approve and recommend that the City Council authorize the Chief Administrative
 Officer to make such amendments to the FY26 Budget as may be necessary or
 convenient to effectuate the foregoing staff reorganization, in substantial conformance
 with the information outlined in the staff report, for a total FY 26 impact of $26,795.70.

 Subject 4.3. FY2026 Q2 General Fund Budget Performance - DFA **WAS CONSENT
 AGENDA ITEM 3.4.**
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 4. Deliberative Agenda

 Department Department of Finance and Administration


 Type Action
 Communication
 Information


 Recommended Action waive the reading, accept the communication and place it on file

5. Adjournment
 Subject 5.1. Motion to adjourn
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 5. Adjournment

 Department Council and Board


 Type Action
 Procedural


 Recommended Action Motion to adjourn

Board of Finance

Monday, February 9, 2026, 5:15 PM, Bushor Conference Room, 149 Church Street, 1st
 Floor

Join from PC, Mac, iPad, or Android:
https://zoom.us/j/98417801212
Phone one-tap:
+13092053325, 98417801212# US
Join via audio:
+1 309 205 3325 US
Webinar ID: 984 1780 1212
International numbers available: https://zoom.us/u/auOv241QR

**CCTV link: https://www.youtube.com/playlist?list=PLljLFn4BZd2PwCge7lNoKug676jIf_iUA **




1. Agenda
  Subject 1.1. Motion to adopt agenda
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 1. Agenda

  Department Council and Board


  Type Action
 Procedural


  Recommended Action Motion to adopt agenda as amended as follows: remove from the consent agenda item
 3.4. FY2026 Q2 General Fund Budget Performance - DFA and place it on the deliberative
 agenda as item 4.3. (per Interim COS Kara Alnasrawi)

2. Public Forum
  Subject 2.1. Verbal Comments
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 2. Public Forum




 Page 1 of 111
 Department Council and Board


 Type Action
 Procedural


 Recommended Action open Public Forum
 close Public Forum

3. Consent Agenda
 Subject 3.1. Motion to adopt the consent agenda (as amended) and take the actions
 indicated
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 3. Consent Agenda

 Department Council and Board


 Type Action (Consent)
 Procedural


 Recommended Action Motion to adopt the consent agenda (as amended) and take the actions indicated

 Subject 3.2. January 26, 2026 Board of Finance Meeting Minutes - DFA
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 3. Consent Agenda

 Department Department of Finance and Administration


 Type Information
 Minutes
 Action (Consent)


 Recommended Action approve the minutes

 Subject 3.3. CVOEO Fair Housing Month Sponsorship 2026 - REIB
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 3. Consent Agenda

 Department Racial Equity, Inclusion, & Belonging (REIB)


 Type Action (Consent)


 Recommended Action move to approve and recommend the City Council approve the Director of the Racial
 Equity Inclusion and Belonging Office and the Chief Administrative Officer to issue a
 sponsorship grant in the amount of $1,000 to CVOEO to support Fair Housing Month
 programming from the Community Celebrations GL

 Subject 3.4. FY2026 Q2 General Fund Budget Performance - DFA **NOW AGENDA
 ITEM 4.3.**



 Page 2 of 111
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 3. Consent Agenda

  Department Department of Finance and Administration


  Type Action (Consent)
 Information
 Communication


  Recommended Action waive the reading, accept the communication and place it on file

4. Deliberative Agenda
  Subject 4.1. Burlington Harbor Marina: Dredging Maintenance Project: Contract
 Amendment and Budget - BPRW
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 4. Deliberative Agenda

  Department Parks, Recreation, & Waterfront


  Type Action


  Recommended Action 1. To approve and recommend that the City Council authorize the execution of a
 contract amendment with Engineers Construction, Inc. for an additional contract value
 of $33,865, for a new total contract price not to exceed $611,711, for the Burlington
 Harbor Dredging Project and to authorize Phil Lewis, Director of Parks, Recreation &
 Waterfront, to execute the contract amendment and any related documented necessary
 or convenient to carry out the project, subject to review by the City Attorney’s Office.
 2. To approve and recommend that the City Council authorize the Chief Administrative
 Officer, or their designee, to affect the necessary budget amendments and transfer of
 $25,000 in funds from the Stormwater (Fund 245) to the Parks Special Projects Fund
 (Boathouse Improvements – Dredging) as outlined in the attached Budget Amendment
 Form.

  Subject 4.2. Request for Job Description Updates and Position Reclassifications
 Department of Finance and Administration
  Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


  Category 4. Deliberative Agenda

  Department Department of Finance and Administration


  Type Action


  Recommended Action 1. To approve and recommend that the City Council approve the following position
 reclassifications: a. Reclassification of one (1) Accounting Assistant I – Accounts
 Payable, nonexempt, full-time, AFSCME position, grade 14, to grade 15; b.
 Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16; c. Reclassification of one (1) Grants & Finance
 Specialist, non-exempt, full-time, AFSCME position, grade 16, to grade 18; d.
 Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt, full-
 time, AFSCME position, grade 15, to grade 16; e. Reclassification of one (1) Billing &


 Page 3 of 111
 Admin Accountant, non-exempt, full-time, AFSCME position, grade 17, to one (1) Sr.
 Accountant, exempt, full-/part-time, non-union position, grade 18; and f.
 Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt, AFSCME
 position, grade 14, to a full-time position, grade 14.
 2. To approve and recommend that the City Council authorize the Chief Administrative
 Officer to make such amendments to the FY26 Budget as may be necessary or
 convenient to effectuate the foregoing staff reorganization, in substantial conformance
 with the information outlined in the staff report, for a total FY 26 impact of $26,795.70.

 Subject 4.3. FY2026 Q2 General Fund Budget Performance - DFA **WAS CONSENT
 AGENDA ITEM 3.4.**
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 4. Deliberative Agenda

 Department Department of Finance and Administration


 Type Action
 Communication
 Information


 Recommended Action waive the reading, accept the communication and place it on file

5. Adjournment
 Subject 5.1. Motion to adjourn
 Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


 Category 5. Adjournment

 Department Council and Board


 Type Action
 Procedural


 Recommended Action Motion to adjourn




 Page 4 of 111
Page 5 of 111
Page 6 of 111
Page 7 of 111
Page 8 of 111
Page 9 of 111
Page 10 of 111
MEMORANDUM


Date: February 9th, 2026 and February 17th, 2026
To: Board of Finance and City Council


From: Kelli Perkins, Director of Racial Equity, Inclusion, and Belonging
CC: Katherine Schad, Chief Administrative Officer


Re: CVOEO Fair Housing Month Sponsorship 2026


Request
The Office of Racial Equity, Inclusion, and Belonging (REIB) is seeking approval and
authorization to execute a sponsorship agreement subject to review of the City Attorney’s Office,
granting City funds as follows: $1,000 to Champlain Valley Office of Economic Opportunity
(CVOEO) in support of Fair Housing Month events.
Background

The City’s Community and Economic Development Office (CEDO) invited the REIB to
contribute $1,000 toward Fair Housing Month.

The REIB Office is committed to continuing its sponsorship of CVOEO’s Fair Housing Month,
reinforcing our shared dedication to fostering equitable and inclusive communities. This
sponsorship supports CVOEO’s April initiatives commemorating the 1968 Fair Housing Act,
including educational programs, public discussions, virtual panels, and art events that raise
awareness about housing discrimination in Vermont.

Funding for Project
CVOEO’s grant from the REIB is $1,000 and is included in REIB’s FY26 Community
Celebrations GL.
Department Contact
If you have any questions, please contact Kelli Perkins, Director of Racial Equity, Inclusion, and
Belonging at kperkins@burlingtonvt.gov.
Motions




 Page 11 of 111
The Office of Racial Equity, Inclusion, and Belonging requests the Board of Finance and City
Council approve the following motions:
 1. Board of Finance Motion:

 Move to approve and recommend the City Council approve the Director of the Racial
 Equity Inclusion and Belonging Office and the Chief Administrative Officer to issue a
 sponsorship grant in the amount of $1,000 to CVOEO to support Fair Housing Month
 programming from the Community Celebrations GL.

 2. City Council Motion:

 Move to approve the Director of the Racial Equity Inclusion and Belonging Office and
 the Chief Administrative Officer to issue a sponsorship grant in the amount of $1,000 to
 CVOEO to support Fair Housing Month programming from the Community Celebrations
 GL.




 Page 12 of 111
 Board of Finance and City Council Submission Checklist
 Version: April 2025

 Department: REIB Submitter: Vicky Luciano

 Title/Subject: CVOEO Fair Housing Month Sponsorship

 Approval Requested: Meeting Date:
 ☒ Board of Finance 2/9/2026
 ☒ City Council 2/17/2026
 ☐ Both BOF and Council Click or tap to enter a date.

Instructions
 1. This form must be completed by the person submitting the materials.
 2. This form must be sent with the final submission of materials in advance of the meeting.
 3. Do not indicate that a sign-off was received until it has actually been obtained.
 4. Commission reports and presentations do not need to be reviewed by the CAO or Attorneys.
 5. Name the reviewing Attorney or HR Manager in the Note column.


 Signoff Needed Received? Approval Date Note
 Department Head Yes 1/30/2026 Kelli Perkins

 Mayor’s Office Yes 2/4/2026 Erin Jacobsen
 Board/Commission Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.
 City Attorney’s Office for memo and Yes 2/3/2026 Emmett Wood
 contracts or legal documents
 City Attorney’s Office for memo and Choose an Click or tap to Click or tap here to enter text.
 motion(s) or resolution(s) item. enter a date.
 CAO for budget, financing, and memo Yes 2/3/2026 Katherine Schad
 Human Resources, if personnel action Choose an Click or tap to Click or tap here to enter text.
 or policy item. enter a date.
 CIO, if IT-related Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.




 Page 13 of 111
 Board of Finance and City Council Submission Checklist
 Version: April 2025

 Dept. of Finance & Brad Kukenberger
 Department: Administration Submitter:

 Title/Subject: FY2026 General Fund Budget to Actuals – Q2 update

 Approval Requested: Meeting Date:
 ☒ Board of Finance 2/9/2026
 ☐ City Council Click or tap to enter a date.
 ☐ Both BOF and Council Click or tap to enter a date.

Instructions
 1. This form must be completed by the person submitting the materials.
 2. This form must be sent with the final submission of materials in advance of the meeting.
 3. Do not indicate that a sign-off was received until it has actually been obtained.
 4. Commission reports and presentations do not need to be reviewed by the CAO or Attorneys.
 5. Name the reviewing Attorney or HR Manager in the Note column.


 Signoff Needed Received? Approval Date Note
 Department Head Yes 2/2/2026 Katherine
 Click or tapSchad
 here to enter text.

 Mayor’s Office Yes 2/5/2026 Erin
 Click Jacobsen
 or tap here to enter text.
 Board/Commission Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.
 City Attorney’s Office for memo and Choose an Click or tap to Click or tap here to enter text.
 contracts or legal documents item. enter a date.
 City Attorney’s Office for memo and Yes 2/4/2026 Click or tap here to enter text.
 motion(s) or resolution(s) Erik Ramikrishnan
 CAO for budget, financing, and memo Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.
 Human Resources, if personnel action Choose an Click or tap to Click or tap here to enter text.
 or policy item. enter a date.
 CIO, if IT-related Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.




 Page 14 of 111
 CITY OF BURLINGTON
 Department of Finance & Administration

TO: Board of Finance
FROM: Brad Kukenberger, Director of Finance
DATE: February 9, 2026
RE: FY2026 Q2 General Fund Budget Performance




Executive Summary
This memorandum provides a high-level overview of the General Fund's budget-to-actual performance through
the second quarter of FY2026 (July 1, 2025 through December 31, 2025), representing 50% of the fiscal year.
All figures are presented on a modified accrual basis consistent with GAAP reporting standards.

Metric Amended Budget YTD Actual* % of Budget
Total Revenues $110,613,056 $51,879,616 46.9%
Total Expenditures $111,049,901 $51,081,236 46%
Net Position ($436,845) $798,380
*Modified accrual basis: Revenue includes $25.4M property tax accrual (50% of levy); Expenditures include $10.6M employee benefits
accrual (50% of budget)


Year-End Projection
Based on current trends and established projection methodologies, we anticipate the following year-end
position:
Projected Revenues $107,379,963
Projected Expenditures $107,475,972
Projected Surplus/(Deficit) ($96,009)

Projection assumptions:
 • Revenues: Property taxes at budget; other categories annualized based on current collection rates,
 with Gross Receipts adjusted for the declining trend identified below
 • Personnel & Benefits: 95% of budget (reflecting current vacancy savings rate)
 • General Operating: Adopted budget
 • All other categories: 100% of budget

Revenue Performance
Key revenue observations:
 • Property Taxes: $25.4 million recognized (50.0% of budget) – modified accrual basis reflects 50% of
 annual levy; historical collections rate is 99.7% of budgeted property taxes.
 • Sales Tax Equivalents: $5.3 million collected (40.6% of budget) – includes Gross Receipts and Local
 Option Sales Tax; see detailed analysis below
 • PILOT & Development Fees: $4.8 million collected (57.3% of budget) – ahead of pace due to timing of
 utility PILOT payments
 • Fees for Services: $6.7 million collected (44.4% of budget) – slightly under pace; monitoring
 ambulance and recreation fees
 • Fines & Penalties: $1.1 million collected (52.4% of budget) – parking fines tracking on target

Gross Receipts Tax through November 30, 2025




 Page 15 of 111
Gross Receipts tax collections provide insight into local economic activity in the hospitality, dining, and
entertainment sectors. Through November 2025 (the most accurate data available) collections show a modest
year-over-year decline that warrants monitoring.
DFA will prepare a detailed review of Gross Receipts activity for the Board at the meeting scheduled March 9,
2026.
Category FY26 YTD FY25 YTD Change % Change
Meals $1,500,613 $1,420,015 $80,598 5.7%
Rooms $1,012,791 $1,048,093 ($35,302) -3.4%
Alcohol $449,752 $406,736 $43,016 10.6%
Short-term Rentals $318,702 $298,366 $20,336 6.8%
Admissions & Amusements $55,747 $56,740 ($993) -1.8%
Total GR Tax $3,229,950 $3,337,604 ($107,654) -3.2%

Key findings:
 • Mixed category performance: Meals (+5.7%) and Alcohol (+10.6%) show growth, while Rooms (-
 3.4%) declined. The increase in meals and alcohol tax may reflect price increases rather than volume
 growth.
 • Budget implications: Based on current trends, Gross Receipts may finish approximately $580,000
 (8.7%) below the $6.7 million budget. This shortfall is incorporated into our year-end revenue
 projection.

Expenditure Performance
Key expenditure observations:
 • Personnel Services: $21.9 million spent (48.3% of budget) – slightly under pace; indicates that 5%
 vacancy savings rate budgeted in FY26 is reasonable and attainable.
 • Employee Benefits: $11.7 million recognized (50.0% of budget) – modified accrual basis
 • General Operating: $6.5 million spent (38.8% of budget)
 • Debt Service: $6.6 million spent (80.2% of budget) – reflects scheduled principal payment in Q2
 • Interfund Transfers: $2.2 million transferred (15.2% of budget) – majority of transfers occur at year-
 end.

Conclusion
The General Fund is performing favorably at the mid-year point. On a modified accrual basis, both revenues
and expenditures are tracking just under 50% of budget, yielding a positive net position of approximately
$798,000 through Q2. The projected year-end deficit of approximately $96k reflects conservative expenditure
assumptions that should be beatable through continued budget discipline.
The decline in Gross Receipts activity bears monitoring as a potential indicator of broader economic softening
in the hospitality and retail sectors. However, the overall fiscal position remains sound, with property tax
collections expected to proceed normally in the second half of the fiscal year.

Staff will continue to monitor budget performance and provide updates as conditions warrant. The attached
detailed budget-to-actual report provides additional information by department and revenue and expenditure
category.

Please reach out directly with any questions if you have them.




 Page 16 of 111
 CITY OF BURLINGTON - GENERAL FUND
 FY2026 Second Quarter Budget Performance Dashboard
 Period: July 1, 2025 - December 31, 2025 (50% of Fiscal Year)


KEY FINANCIAL METRICS
Metric Amended Budget YTD Actual % of Budget YTD Expected Variance Status
Total Revenues $110,613,056 $51,879,616 46.9% $55,306,528 -$3,426,912 On Track*
Total Expenditures $111,049,901 $51,081,236 46.0% $55,524,951 -$4,443,715 Favorable
Net Position -$436,845 $798,381
*Revenue timing reflects normal property tax collection cycle - b ulk recognized in Q3/Q4


YEAR-END PROJECTION
Projected Revenue: $107,379,963
Projected Expenses: $107,475,972
Projected Surplus/(Deficit): -$96,009

 GENERAL FUND EXPENDITURES BY CATEGORY
 FY2026 Q2 (July 1, 2025 - December 31, 2025)

 Adopted Budget Amended YTD
 Expense Category Budget Amendments Budget Transactions % Used Projected Expense Prior Year Total
Expense PER SERVICES - Personnel Services 45,023,822 278,045 45,301,867 21,897,449.11 48.3% 42,940,764.55 42,970,686.55
Expense FRINGE - Employee Benefits 23,358,532 26,879 23,385,411 11,692,705.50 50.0% 22,216,140.45 21,694,900.14
Expense CAPITAL EQUIP - Capital Equipment 1,089,911 -125,018 964,893 408,339.80 42.3% 964,893.00 1,347,792.25
Expense GEN OPER - General Operating 14,528,482 2,200,986 16,729,468 6,496,238.93 38.8% 14,528,482.00 13,249,123.62
Expense REG PROGRAM - Regional Programs 3,703,518 -4,000 3,699,518 1,700,757.83 46.0% 3,699,518.00 3,000,487.91
Expense DEBT - Debt Service 8,296,418 0 8,296,418 6,649,728.97 80.2% 8,296,418.00 7,905,353.26
Expense INTERFUND - Interfund 12,831,134 1,636,713 14,467,847 2,198,763.82 15.2% 14,467,847.00 12,987,487.03
Expense OTHER - Other 323,000 -57,100 265,900 37,251.75 14.0% 265,900.00 165,568.68
Expense Expenditure Control -2,061,421 0 -2,061,421 0.00 0.0% 0.00 0.00
 Expense Total 107,093,396 3,956,505 111,049,901 51,081,235.71 46.0% 107,379,963.00 103,321,399.44


Note: Expenditure Control represents b udget placeholder for b udgeted vacancy savings/adjustments.


 GENERAL FUND EXPENDITURES BY CATEGORY
 FY2026 Q2 (July 1, 2025 - December 31, 2025)

 Adopted Budget Amended YTD
 Expense Category Budget Amendments Budget Transactions % Used Projected Expense Prior Year Total
Expense PER SERVICES - Personnel Services 45,023,822 278,045 45,301,867 21,897,449.11 48.3% 43,036,773.65 42,970,686.55
Expense FRINGE - Employee Benefits 23,358,532 26,879 23,385,411 11,692,705.50 50.0% 22,216,140.45 21,694,900.14
Expense CAPITAL EQUIP - Capital Equipment 1,089,911 -125,018 964,893 408,339.80 42.3% 964,893.00 1,347,792.25
Expense GEN OPER - General Operating 14,528,482 2,200,986 16,729,468 6,496,238.93 38.8% 14,528,482.00 13,249,123.62
Expense REG PROGRAM - Regional Programs 3,703,518 -4,000 3,699,518 1,700,757.83 46.0% 3,699,518.00 3,000,487.91
Expense DEBT - Debt Service 8,296,418 0 8,296,418 6,649,728.97 80.2% 8,296,418.00 7,905,353.26
Expense INTERFUND - Interfund 12,831,134 1,636,713 14,467,847 2,198,763.82 15.2% 14,467,847.00 12,987,487.03
Expense OTHER - Other 323,000 -57,100 265,900 37,251.75 14.0% 265,900.00 165,568.68
Expense Expenditure Control -2,061,421 0 -2,061,421 0.00 0.0% 0.00 0.00
 Expense Total 107,093,396 3,956,505 111,049,901 51,081,235.71 46.0% 107,475,972.10 103,321,399.44


Note: Expenditure Control represents b udget placeholder for anticipated savings/adjustments.




 Page 17 of 111
 GENERAL FUND BUDGET TO ACTUAL BY DEPARTMENT
 FY2026 Q2 (July 1, 2025 - December 31, 2025)

 Adopted Amendment Amended
Dept Department Name Budget s Budget YTD Actual % Used
REVENUES
00 Non-Departmental 78,356,203 1,067,861 79,424,064 39,480,731 49.7%
01 Regional Programs 0 2,200,000 2,200,000 760,000 34.5%
02 Mayor's Office 69,413 0 69,413 0 0.0%
04 Clerk/Treasurer 3,912,280 0 3,912,280 1,156,262 29.6%
05 City Attorney 226,653 0 226,653 4,441 2.0%
06 Planning 30,000 0 30,000 0 0.0%
07 City Assessor 0 0 0 44
09 REIB 40,000 10,000 50,000 127,929 255.9%
15 Fire 3,450,637 203,953 3,654,590 1,634,983 44.7%
17 Police 1,958,403 0 1,958,403 810,315 41.4%
19 Public Works 7,254,074 0 7,254,074 3,034,712 41.8%
20 Permitting and Inspections 4,105,356 0 4,105,356 1,129,643 27.5%
21 Fletcher Free Library 33,000 0 33,000 7,489 22.7%
23 Parks and Recreation 5,894,792 37,846 5,932,638 2,879,265 48.5%
27 Burlington City Arts 1,762,585 0 1,762,585 853,801 48.4%
 Total Revenues 107,093,396 3,519,660 110,613,056 51,879,616 46.9%


EXPENDITURES
00 Non-Departmental 25,520,935 1,043,861 26,564,796 11,570,110 43.6%
01 Regional Programs 813,547 2,200,000 3,013,547 413,351 13.7%
02 Mayor's Office 892,595 0 892,595 374,863 42.0%
03 City Council 302,060 0 302,060 170,099 56.3%
04 Clerk/Treasurer 3,410,289 24,000 3,434,289 1,596,401 46.5%
05 City Attorney 1,384,947 0 1,384,947 686,086 49.5%
06 Planning 698,479 0 698,479 271,567 38.9%
07 City Assessor 422,323 0 422,323 213,140 50.5%
08 Human Resources 1,625,497 0 1,625,497 769,807 47.4%
09 REIB 798,186 10,000 808,186 318,249 39.4%
10 Information Technology 2,732,518 43,970 2,776,488 1,978,421 71.3%
12 Dpt. of Business & Workforce Dev 0 0 0 0
15 Fire 18,083,714 519,128 18,602,842 8,071,483 43.4%
17 Police 20,261,734 77,700 20,339,434 9,456,784 46.5%
19 Public Works 11,059,426 -16,000 11,043,426 4,896,315 44.3%
20 Permitting and Inspections 2,331,519 0 2,331,519 1,137,009 48.8%
21 Fletcher Free Library 3,037,262 0 3,037,262 1,563,557 51.5%
23 Parks and Recreation 10,534,157 53,846 10,588,003 5,811,201 54.9%
27 Burlington City Arts 3,184,208 0 3,184,208 1,782,793 56.0%
 Total Expenditures 107,093,396 3,956,505 111,049,901 51,081,235 46.0%


 Net Position (Rev - Exp) 0 -436,845 -436,845 798,381




 Page 18 of 111
MEMO
Date: February 9th, 2026
To: Board of Finance and City Council
From: Jon Adams-Kollitz, Parks Project Coordinator
 Sophie Sauvé, Parks Planning Division Director
 Phil Lewis, BPRW Director
 Megan Moir, Division Director – Water Resources
 Chapin Spencer, Director of Public Works
Re: Burlington Harbor Marina: Dredging Maintenance Project: Contract Amendment and Budget
Amendment

I. Purpose
The Department of Parks, Recreation and Waterfront (BPRW) seeks approval and authorization to
amend its contract agreement with Engineers Construction, Inc. (ECI) for an additional $33,865 or a
maximum limiting amount of $611,711 for the Burlington Harbor Marina Dredging Maintenance Project
with a project contingency of $10,516. The contract amendment is requested to pay for temporary
stockpiling of approximately 1,100 CY of Category 2B soils at Perkins Pier while final approvals and next
steps are determined for this portion of sediment being removed as part of the dredging project with
the Department of Environmental Conservation (DEC).

BPRW also seeks approval and authorization for a $25,000 budget amendment for the project from
Water Resources. To date, $755,000 has been approved and allocated from the General Fund Capital
Bond Proceeds towards this project. Funds from Water Resources are being allocated to support the
project specifically at the Community Boathouse, where the College Street stormwater outfall
contributes to sediment accumulation in the harbor. Approximately 1,533 CY of sediment will be
removed from this area, of which approximately 430 CY are Category 2B soils.

II. Background
BPRW’s marina facilities at the Community Boathouse and Perkins Pier provide 58 slips for various
sized private boats in addition to docking space for the Spirit of Ethan Allen and numerous smaller
commercial operations. Collectively, these facilities are the hub of water recreation on Burlington’s
Waterfront. It has been more than twenty-five years since the last dredging of these facilities, and
at that time was only partially completed as it was excavated from the land only.

After long delays, the project is underway. BPRW’s key objective with contracting with ECI was to
remove sediment from the lake to restore navigable water depths within Burlington Harbor’s
marina facilities to avoid further impacts to the upcoming boating season which opens in May.

The project is following a State of Vermont Department of Environmental Conservation approved
Soil Management Plan (SMP) which was developed by consultants Vanasse, Hangen and Brustlin
(VHB) after sediment testing. Three types of soils were identified in the SMP. Category 1 soils meet
the the standard for qualifying as ‘development soils,’ that is, they can be relocated/re-used
anywhere in the county. Category 3 soils, on the other hand, are required to be disposed of at an



 City of Burlington | 645 Pine Street | Burlington, Vermont 05401 | (802) 864-0123

 Page 19 of 111
approved landfill. At the outset of the project, Category 2 soils were subdivided into two tiers: 2A,
which qualify as development soils. and 2B, which contain lead at levels that exceed DEC’s
threshold for groundwater. However, in the interest of minimizing costs to the City, VHB and
BPRW are working with DEC on identifying ways to avoid landfill disposal for the 2B material. While
discussions continue, 2B soils will be stockpiled and polyencapsulated (wrapped with special plastic)
at Perkins Pier and/or Sears Lane as BPRW awaits direction from VTDEC.

III. Process
As was highlighted in previous memos to City Council on November 18, 2024, and November 3, 2025,
the dredging project was stalled over several years due to challenges with the data generated by the
consultant team hired in 2023 to perform the engineering work. Deficiencies were identified during the
project bidding process in 2024 and after substantial efforts by City Staff to work with the project team
to correct the work and the course of the project, the contract was not renewed.

Subsequently, VHB, a firm with solid knowledge of the Burlington Waterfront and well-versed in
environmental quality regulations in Vermont and specifically, iRULE, which impacts the project, were
retained and have produced the documents needed to let the project out to bid. IRULE stands for the
Investigation and Remediation of Contaminated Properties Rule which is intended to protect public
health and the environment by establishing procedures and requirements for corrective actions where a
release of hazardous materials has occurred.

BPRW and VHB worked with the DEC on identifying an agreeable location for disposal of sediments
which meet the environmental background standards. In collaboration with the Department of Public
Works, VT 127 was identified as the ideal location to dispose of these soils as they can be used to help
stabilize a slope along the road which has been losing material. However, 1,100CY of “Category 2B” soils
do not meet DEC standards for disposal at this location without further review and consideration. In the
interest and at the direction of the City, VHB has been identifying alternative approaches to propose to
DEC to meet iRULE standards but the process is delayed as this project is atypical and there is limited
precedent within the State of Vermont on approaches for this particular project other than landfill
disposal. As such, VHB’s scope has also expanded to include proposing and reviewing options to amend
the material once excavated and dewatered, with additives to bring lead concentration within DEC’s
standards for disposal at VT 127. This process includes additional negotiating with DEC and the
preparation of documents for permitting approvals, should this be a way forward. Ultimately, this would
result in a much lower cost to the City than trucking and disposing of the material at a landfill. Disposal
of all 2B soils at a landfill would be approximately between an additional $180,000 and $300,000, while
amending the soils may be between $35,000-$55,000.

IV. Project Funding Sources, Budget, and Estimates
To date, funds for the Burlington Harbor Dredging Project have been budgeted and approved from City General
Fund Bond Proceeds. At this time, the majority of the $755,000 bond proceeds have been encumbered.

WATERFRONT HARBOR DREDGING BUDGET
Annual Borrowing, Bond Series 2022A – Harbor Marina Dredging – Engineering/Design $80,000
Annual Borrowing, Bond Series 2023A – Harbor Marina Dredging – Sediment Removal $495,000
FY25 GO Bond, Bond Series 2024A – Harbor Marina Dredging $80,000


 Page 2 of 4



 Page 20 of 111
Annual Borrowing, Bond Series 2025A – Harbor Marina Dredging $100,000
Water Resources (GL 245-19-000.6300_182) $25,000
TOTAL AVAILABLE BUDGET for HARBOR MARINA DREDGING PROJECT $780,000
ENCUMBERED PROJECT FUNDS TO DATE
Design Engineering Costs (Geosyntec Inc.) – contract completed $65,792
Re-Engineering Costs (VHB) – contract signed and work underway $74,160
Construction (ECI) $577,846
TOTAL ENCUMBERED FUNDS $717,798
CONTRACT AMENDMENTS
Additional Soil Management Work (VHB) – Contract Amendment $17,821
Stockpiling (ECI) – Contract Amendment $33,865
TOTAL PROJECT COSTS TO DATE $769,484
TOTAL REMAINING - PROJECT CONTINGENCY $10,516

The bid documents were written in a way that allowed the City to determine which area of the harbor
would be prioritized for dredging, sediment removal and dewatering. As the priority is to remove the
sediment from the harbor, that part of the contract was prioritized and is moving forward. This contract
amendment addresses the temporary stockpile of the material until a final destination can be agreed
upon with DEC for Category 2B soils. Depending on DEC’s determination, additional costs to the project
outside the current scope may require additional funds.

V. Schedule

The anticipated Construction schedule is as follows:
 • Winter 2026: Sediment removals are underway.
 • Spring 2026: Category 2B Soils are transported to their final destination and construction is
 complete.

DEPARTMENT RECOMMENDATION

Board of Finance Motions:

 1. To approve and recommend that the City Council authorize the execution of a contract
 amendment with Engineers Construction, Inc. for an additional contract value of $33,865, for a
 new total contract price not to exceed $611,711, for the Burlington Harbor Dredging Project and
 to authorize Phil Lewis, Director of Parks, Recreation & Waterfront, to execute the contract
 amendment and any related documented necessary or convenient to carry out the project,
 subject to review by the City Attorney’s Office.
 2. To approve and recommend that the City Council authorize the Chief Administrative Officer, or
 their designee, to affect the necessary budget amendments and transfer of $25,000 in funds



 Page 3 of 4



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 from the Stormwater (Fund 245) to the Parks Special Projects Fund (Boathouse Improvements –
 Dredging) as outlined in the attached Budget Amendment Form.


City Council Motions:

 1. To approve and authorize the execution of a contract amendment with Engineers Construction,
 Inc. for an additional contract value of $33,865, for a new total contract price not to exceed
 $611,711 for the Burlington Harbor Dredging Project and to authorize Phil Lewis, Director of
 Parks, Recreation & Waterfront, to execute the contract amendment and any related
 documented necessary or convenient to carry out the project, subject to review by the City
 Attorney’s Office.
 2. To approve and authorize the Chief Administrative Officer, or their designee, to affect the
 necessary budget amendments and transfer of $25,000 in funds from the Stormwater (Fund
 245) and Parks Special Projects Fund (Boathouse Improvements – Dredging) as outlined in the
 Budget attached Amendment Form.




 Page 4 of 4



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 Board of Finance and City Council Submission Checklist
 Department: Parks, Recreation & Waterfront Submitter: Sophie Sauvé

 Title/Subject: Burlington Harbor Dredging Project – Contract Amendment and Budget Amendment

 Approval: Meeting Date:
 ☒ Board of Finance 2/9/2026
 ☒ City Council 2/17/2026
 ☐ Concurrent Click or tap to enter a date.

This form must be completed by the person submitting the materials, and sent with the final submission. Please do
not indicate that a signoff was received until it has actually been obtained.

Signoffs Received

 Date
 Signoff Needed Received Note
 Received
 Department Head Yes 2/3/2026 Phil Lewis

 Mayor’s Office informed and approved memo Yes 2/4/2026 Erin Jacobsen
 Board/Commission, if required Choose an Click or tap Click or tap here to
 item. to enter a enter text.
 date.
 City Attorney’s Office has approved contract Yes 2/4/2026 Hayley McClenahan
 and/or legal documents,
 -Identify attorney in note
 City Attorney’s Office has approved memo and Choose an Click or tap Click or tap here to
 motion(s) or resolution(s) item. to enter a enter text.
 -Identify attorney in note date.
 CAO has reviewed budget, financing, and Yes 2/3/2026 Katherine Schad
 memo
 Human Resources, if personnel action Choose an Click or tap Click or tap here to
 -Identify HR Manager in note item. to enter a enter text.
 date.
 CIO, if an IT-related investment/purchase Choose an Click or tap Click or tap here to
 item. to enter a enter text.
 date.


Materials Included

 Included? Note
 Final Memo Attached? Yes Click or tap here to enter text.
 Contract Attached, if applicable? Choose an item. Click or tap here to enter text.
 Additional Materials, if necessary Choose an item. Click or tap here to enter text.
 Draft Resolution or Motion? Yes Click or tap here to enter text.
 If for submission to Council, are N/A Click or tap here to enter text.
 sponsors identified?




 Page 23 of 111
 CITY OF BURLINGTON
 Department of Finance and Administration

 MEMORANDUM
TO: Board of Finance and City Council
FROM: Brad Kukenberger, Director of Finance
CC: Katherine Schad, Chief Administrative Officer
DATE: February 9, 2026
RE: Request for Job Description Updates and Position Reclassifications
 Department of Finance and Administration

INTRODUCTION
We are writing to request your approval for critical updates to job descriptions and
reclassifications for six positions within the Department of Finance and Administration
(DFA). These changes are essential to properly recognize the expanded scope,
complexity, and professional-level responsibilities that have evolved in these roles,
particularly following the creation of centralized accounting and financial operations
through the ModernGov Initiative.

While it is not always expected that ModernGov initiatives and mergers will result in
reorganizations and reclassifications, in some instances this may be necessary. We did
not have specific numbers to include in the FY26 budget at the time, but for
future ModernGov efforts we will include a budget salary line estimate for any modest
reclassifications needed.

To provide important context: the ModernGov Initiative reduced 4.5 finance/accounting
positions, achieving annual savings of $458,726. The reclassification costs outlined in
this memorandum represent a fraction of those savings while ensuring staff are fairly
compensated for their expanded responsibilities. This ensures ongoing savings as a
result of ModernGov.

As detailed in the Mayor’s FY26 Budget memorandum,
the ModernGov Initiative represents a multi-year effort to right-size and modernize our
city government. The creation of DFA merged the Clerk Treasurer, Innovation &
Technology, Human Resources, and Assessor's Office into a unified department to
centralize core city services essential to continuity of government operations. This
reorganization has fundamentally changed the nature and scope of work for several
finance positions and has also created additional administrative needs in the Clerk's
Office, necessitating formal updates to job descriptions and adjustments to position
allocations.

In addition to updating and reclassifying positions related to grants and finance, this
request also includes changing the NPA Engagement Specialist position from part-time



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Page 2 of 35
30 hours per week to full-time 40 hours per week. The City has added tasks to the
position that were not envisioned within the original 30 hour time frame (such as
coordinating production of the City’s annual report and other ongoing CT administrative
reporting such as cross-training on licensing, taking minutes/roll for city council, etc. )
that fit within her current job description but require more hours per week to complete.

PROCESS & REVIEW TIMELINE
The proposed changes result from a comprehensive job description review conducted
by DFA leadership, examining how roles have evolved and comparing responsibilities
against current AFSCME pay grade classifications and market standards.

July 1, 2025: ModernGov Initiative & FY26 Budget resolution take effect
August 2025: DFA Finance requested all employees to review current Job Descriptions
and suggest edits
September/October 2025: Management Review of proposed changes. Request HR to
review and recalculate paygrades for affected positions
October/November 2025: HR Review & Grading and AFSCME Union review of
outcome
December 2025: Confirmed final Job Descriptions with affected staff
February 2026: Request BOF/City Council to approve reclassifications and required
retroactive pay.


RATIONALE FOR CHANGES
The proposed reclassifications and position adjustments address several key factors:
 • Expanded Scope: Positions now serve citywide rather than single departments,
 requiring broader knowledge and coordination
 • Increased Complexity: Roles now involve policy development, compliance
 management, and system-wide financial controls rather than primarily
 transactional work
 • Leadership Responsibilities: Certain positions now include team supervision,
 training responsibilities, and subject matter expertise
 • Professional Standards: Enhanced positions require bachelor's degrees and
 significant experience, reflecting professional-level accounting and grants
 management work


These changes also help address retention concerns and internal equity. As we work to
maintain a stable, effective workforce, it is critical that compensation reflects the actual
work performed and the qualifications required.




 Page 25 of 111
Page 3 of 35
POSITION-BY-POSITION SUMMARY
The following table summarizes the seven positions requesting reclassification or
adjustment:
 Position Title Budgeted G/L Current Proposed Annualized Union Status
 Status Change Budgetary
 Impact

 Accounting Assistant 101-04-000 Grade 14 Grade 15 $3,544.11 AFSCME
 I – Accounts Payable
 Lead Accounts 101-04-000 Grade 14 Grade 16 $3,258.11 AFSCME
 Payable Analyst

 Grants & Finance 101-04-000 Grade 16 Grade 18 $4,041.23 AFSCME
 Specialist
 Grants Associate & 101-04-000 Grade 15 Grade 16 $4,035.62 AFSCME
 Philanthropy Advisor

 Billing and Admin 101-04-000 Grade 17 Grade 18 $4,759.46 AFSCME→Non-
 Accountant → Senior Union
 Accountant
 NPA Public 101-04-000 30 hrs/wk 40 hrs/wk $14,308.32 AFSCME
 Engagement
 Specialist

 DFA Subtotal (FY26 half-year): $16,973.43

 FY26 retroactive pay to July 1, 2025: $9,819.27

 FY26 Total Impact: $26,795.70




Please note that the City makes every reasonable effort to not incur retroactive pay. In
this case, employees needed to begin performing their new functions as of July 1 but it
took a few months for the administrative work of changing job descriptions and getting
this request to the BoF and CC.

FUNDING THIS PROPOSAL
The DFA, within the Clerk Treasurer's General Fund budget, has sufficient vacancy
savings from turnover in the Comptroller and Chief Accountant positions to fund these
reclassifications.
This approach aligns with the administration's commitment to fiscal sustainability while
maintaining internal equity and competitive compensation for staff whose roles have
fundamentally changed through the ModernGov reorganization. Because these vacancy
savings are ongoing, this reclassification package does not require additional General
Fund appropriations in FY26 or FY27.



 Page 26 of 111
Page 4 of 35
CONCLUSION AND REQUEST
These proposed reclassifications and position adjustments represent important
investments in our workforce and in the long-term sustainability of city government. As
we work to modernize our operations through the ModernGov Initiative, we must ensure
that employees whose roles have expanded significantly are compensated fairly for the
work they now perform, and that we maintain adequate administrative capacity to
support effective government operations.
We respectfully request that the Board of Finance and City Council approve:
 • Updated job descriptions for all DFA positions as attached
 • Pay grade reclassifications for DFA positions as detailed in this memorandum
 • Hours increase for the NPA Public Engagement Specialist from 30 to 40 hours
 per week
 • Authorization to implement changes effective January 27, 2026 (after city council
 review)
 • Acknowledgment that these changes will be funded through existing vacancy
 savings within the DFA General Fund budget, requiring no additional
 appropriations
Motions
Board of Finance:
1. To approve and recommend that the City Council approve the following position
 reclassifications:

 a. Reclassification of one (1) Accounting Assistant I – Accounts Payable, non-
 exempt, full-time, AFSCME position, grade 14, to grade 15;

 b. Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16;

 c. Reclassification of one (1) Grants & Finance Specialist, non-exempt, full-time,
 AFSCME position, grade 16, to grade 18;

 d. Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt,
 full-time, AFSCME position, grade 15, to grade 16;

 e. Reclassification of one (1) Billing & Admin Accountant, non-exempt, full-time,
 AFSCME position, grade 17, to one (1) Sr. Accountant, exempt, full-/part-time,
 non-union position, grade 18; and

 f. Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt,
 AFSCME position, grade 14, to a full-time position, grade 14.

2. To approve and recommend that the City Council authorize the Chief Administrative
 Officer to make such amendments to the FY26 Budget as may be necessary or



 Page 27 of 111
Page 5 of 35
  convenient to effectuate the foregoing staff reorganization, in substantial conformance
  with the information outlined in the staff report, for a total FY 26 impact of $26,795.70.

City Council:
1. To approve the following position reclassifications:

 a. Reclassification of one (1) Accounting Assistant I – Accounts Payable, non-
 exempt, full-time, AFSCME position, grade 14, to grade 15;

 b. Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16;

 c. Reclassification of one (1) Grants & Finance Specialist, non-exempt, full-time,
 AFSCME position, grade 16, to grade 18;

 d. Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt,
 full-time, AFSCME position, grade 15, to grade 16;

 e. Reclassification of one (1) Billing & Admin Accountant, non-exempt, full-time,
 AFSCME position, grade 17, to one (1) Sr. Accountant, exempt, full-time, non-
 union position, grade 18; and

 f. Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt,
 AFSCME position, grade 14, to a full-time position, grade 14.

2. To authorize the Chief Administrative Officer to make such amendments to the FY26
 Budget as may be necessary or convenient to effectuate the foregoing staff
 reorganization, in substantial conformance with the information outlined in the staff
 report, for a total FY 26 impact of $26,795.70.

Our DFA leadership teams are prepared to answer any questions you may have and
provide additional detail as needed. Thank you for your consideration of this important
request.

Attachments:


Updated job descriptions: Accounting Assistant I – Accounts Payable, Lead Accounts
Payable Analyst, Grants & Finance Specialist, Grants Associate & Philanthropy Advisor,
Billing and Admin Accountant, Senior Accountant

Org Chart showing requested changes




 Page 28 of 111
Page 6 of 35




 Page 29 of 111
Page 7 of 35

 City of Burlington
 Job Description

Position Title: Accounting Assistant I – Accounts Payable
Department: Department of Finance and Administration
Reports to: Assistant Director of Finance
Pay Grade: 15
Job Code: 208
Exempt/Non-Exempt: Non-Exempt Union: AFSCME

General Purpose: This position is primarily responsible for processing and monitoring
payments throughout the city’s automated Accounts Payable System (AP), including all
internal reporting and ensuring compliance with policy & procedures and clearing
cashed checks in the system.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)

 • Prepare and maintain all Accounts Payable (AP) functions city-wide including but
 not limited to resolving vendor statement discrepancies.
 • Adheres to AP internal controls; including but not limited to, purchase orders,
 invoice payment approval, W-9 verification for accuracy, etc.
 • Assist in maintaining electronic files relating to AP.
 • Collect, code and deposit receivables, Misc. Payments for Public Works,
 Equipment Maintenance, Recycling, and Misc. Departments as needed. Invoice
 and collect on any bad checks.
 • Invoice through Miscellaneous Billing for Recycling monthly solid waste
 generation tax returns and yearly License renewals.
 • Manage the AP email mailbox which includes sorting, distributing, answer and
 direct and help with all questions for all incoming messages.
 • Manage various credit accounts for multiple city departments.
 • Entry, coding and uploading of city purchasing card transactions on a weekly
 basis for various departments.
 • Responsible for issuing and tracking some purchase orders for Public Works,
 BPRW, IT City Hall, and Cemetery.
 • Provides training in the city’s ERP System to various departments and new staff.




 Page 30 of 111
Page 8 of 35
 • Adheres to Accounts Payable internal controls; including but not limited to,
 purchase orders, invoice payment approval, W-9 verification for accuracy, etc.
 • Assist in the preparation of audit schedules and testing by pulling invoices and
 backup as directed by supervisor for the year-end audit.
 • Assesses, individually and as part of a team, and recommends to supervisor
 ways to reduce the city’s purchasing costs.
 • Performs other responsibilities in the absence of co-workers and during periods
 of high volume as directed.

Qualifications/Basic Job Requirements:
 • High school diploma and three years relevant experience in accounting required.
 An Associate’s Degree in Accounting or related field is preferred.
 • Ability to operate in a Windows based operating environment using word-
 processing, spreadsheets and database software required.
 • Must be consistent and demonstrate a high level of initiative in problem solving.
 • Ability to work successfully in a fast paced environment and with minimal
 supervision required.
 • Ability to organize, prioritize workflow and meet established deadlines required.
 • Ability to analyze data with particular attention to detail required.
 • Ability to communicate effectively both orally and in writing required.
 • Ability to recognize AP software problems and to effectively communicate to
 Supervisor/IT department and/or vendor technical support.
 • Must have a high level of enthusiasm to work within a team environment in a
 constantly changing organization.
 • Must be able to listen to and appropriately react to a supervisor’s constructive
 criticism and incorporate said criticism to improve employee performance.
 • Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
 • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
 • Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
 • Ability to understand and comply with City standards, safety rules and personnel
 policies.

Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.
Upon request for a reasonable accommodation, the City may be able to adjust or
excuse one or more of these requirements, depending on the requirement, the essential
function to which it relates, and the proposed accommodation.

_x_ seeing _x_ ability to move distances _x_ lifting (specify)




 Page 31 of 111
Page 9 of 35
__ color perception within and between _15_ pounds
 (red, green, amber) warehouses/offices _x_ carrying (specify)
_x_ hearing/listening _x_ climbing _15_ pounds
__ clear speech __ ability to mount and __ driving (local/over
_x_ touching dismount forklift/truck the road)
_x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic _x_
analysis/comprehension
_x_ reading - complex _x_ math skills - complex _x_ judgment/decision
_x_ writing - basic _x_ clerical making
__ writing - complex
__ shift work __ outside __ pressurized equipment
_x_ works alone __ extreme heat __ moving objects
_x_ works with others __ extreme cold __ high places
_x_ verbal contact w/others __ noise __ fumes/odors
_x_ face-to-face contact __ mechanical equipment __ hazardous materials
_x_ inside __ electrical equipment _x_ dirt/dust

Supervision:

Directly Supervises: __0__ Indirectly Supervises: __0___

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

Department Head: _____________________________ Date: __________

Human Resources: _____________________________ Date: __________

This position description is provided to AFSCME for information only. The City has no obligation to
negotiate with AFSCME regarding changes in position descriptions. The City’s provision of revised
position descriptions is in no way an admission of any obligation to negotiate or voluntary commitment to
negotiate changes in position descriptions.

Created November 2015




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Page 10 of 35
 City of Burlington
 Job Description

Position Title: Lead Accounts Payable Analyst
Department: Department of Finance and Administration
Reports to: Assistant Director of Finance
Pay Grade: 16 Job Code: 208
Exempt/Non-Exempt: Non-Exempt Union: AFSCME

General Purpose: This position is primarily responsible for leading the Accounts
Payable (AP) team, processing and monitoring payments throughout the city’s
automated accounts payable system, including all internal reporting and ensuring
compliance with policy & procedures.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)
 • Leads AP staff and training. Oversees the processing of all invoices and
 verification of transactions to ensure compliance, accuracy and timely payments
 to vendors and suppliers.
 • Development and implementation of policies and procedures that enhance the
 effectiveness of the accounts payable function, fostering a culture of continuous
 improvement within the team to prevent errors and fraud in the accounts payable
 process. Maintain exceptional customer service externally & internally ensuring
 such requests receive timely responses.
 • Handle complex vendor inquiries and disputes, including resolving billing errors
 and negotiating adjustments or refunds to ensure fair and accurate transactions.
 • Prepare and analyze AP reports and metrics to assess performance and identify
 areas for improvement in the payment process.
 • Vendor data management. W9 verification and vendor entry approvals.
 • Prepare, review and execute ACH, EFT and Wire transfers for the City
 departments, Special Revenue Funds and Enterprise Funds verifying and
 ensuring fraud prevention.
 • Reconcile accounts payable transactions with the general ledger balances,
 identifying discrepancies and resolving issues to ensure accuracy in financial
 statements.
 • Reconcile bank accounts and balance sheet accounts.
 • Prepare, review and process various journal entries for senior staff.
 • Preparation of audit schedules and testing for annual audit.



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Page 11 of 35
 • Preparation of annual 1099 reporting to the IRS and Unclaimed Property to the
 State of Vermont.
 • Manages the record retention and retrieval program for AP records, including but
 not limited to: cataloging, maintaining records listing, and coordination of
 destruction of records, etc.
 • Performs other responsibilities in the absence of colleagues and during periods
 of high volume as directed.

Qualifications/Basic Job Requirements:
 • Bachelor’s Degree and three (3) years’ experience in Accounting or related field
 required. Additional experience may be substituted for a degree requirement on
 a two-for-one year basis.
 • Ability to operate in a Windows based operating environment using word-
 processing, spreadsheets and database software required.
 • Must be consistent and demonstrate a high level of initiative in problem solving.
 • Ability to work successfully in a fast-paced environment and with minimal
 supervision required.
 • Ability to organize, prioritize workflow and meet established deadlines required.
 • Ability to analyze data with particular attention to detail required.
 • Ability to communicate effectively both orally and in writing required.
 • Ability to recognize AP software problems and to effectively communicate to
 Supervisor/IT department and/or vendor technical support.
 • Must have a high level of enthusiasm to work within a team environment in a
 constantly changing organization.
 • Must be able to listen to and appropriately react to a supervisor’s constructive
 criticism and incorporate said criticism to improve employee performance.
 • Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
 • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
 • Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
 • Ability to understand and comply with City standards, safety rules and personnel
 policies.

Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.
Upon request for a reasonable accommodation, the City may be able to adjust or
excuse one or more of these requirements, depending on the requirement, the essential
function to which it relates, and the proposed accommodation.

_x_ seeing _x_ ability to move distances _x_ lifting (specify)
__ color perception within and between _15_ pounds



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Page 12 of 35
 (red, green, amber) warehouses/offices _x_ carrying (specify)
_x_ hearing/listening _x_ climbing _15_ pounds
__ clear speech __ ability to mount and __ driving (local/over
_x_ touching dismount forklift/truck the road)
_x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic _x_
analysis/comprehension
_x_ reading - complex _x_ math skills - complex _x_ judgment/decision
_x_ writing - basic _x_ clerical making
__ writing - complex
__ shift work __ outside __ pressurized equipment
_x_ works alone __ extreme heat __ moving objects
_x_ works with others __ extreme cold __ high places
_x_ verbal contact w/others __ noise __ fumes/odors
_x_ face-to-face contact __ mechanical equipment __ hazardous materials
_x_ inside __ electrical equipment _x_ dirt/dust

Supervision:

Directly Supervises: __0__ Indirectly Supervises: __0___

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

Department Head: _____________________________ Date: __________

Human Resources: _____________________________ Date: __________

This position description is provided to AFSCME for information only. The City has no obligation to
negotiate with AFSCME regarding changes in position descriptions. The City’s provision of revised
position descriptions is in no way an admission of any obligation to negotiate or voluntary commitment to
negotiate changes in position descriptions.

Created November 2015




 Page 35 of 111
Page 13 of 35
 City of Burlington
 Job Description

Position Title: Grants & Finance Specialist
Department: Department of Finance and Administration
Reports to: Grants Director
Pay Grade: 18 Job
 Code: 202
Exempt/Non-Exempt: Union: AFSCME
Remote Work Rating: Tier
General Purpose: The Grants & Finance Specialist provides senior level guidance and
applies best practices for grant expenditures, grant reimbursements, financial
documentation, and fiscal management of grant funds using the City’s Enterprise
Resource Planning (ERP) system or other internal and external system(s) as required.
This position is responsible for ensuring timely and accurate reporting of grant financials
by documenting and maintaining internal controls over federal and state grant awards,
developing and implementing related policies and procedures, and training employees
on these best practices. The Grants & Finance Specialist will work with departmental
project/program managers to create and manage budgets, support them in monitoring
and reconciling budgets, advise the use and tracking of multiple funding sources, and
serve as the subject matter expert for fiscal management of federal grants.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)

 • Responsible for timely and accurate federal, state and local financial reporting
 requirements and compliance
 • Maintain awareness of current federal and state grant regulations
 • Review terms and conditions of funding opportunities to advise the city before
 new grant applications are submitted, and for new or amended funding awards to
 advise the city before grant agreements are executed
 • Organize and maintain a system containing all grant data and documentation
 needed for internal and external audits
 • Prepare schedules to assure compliance with applicable laws and regulations
 under which grants were received.
 • Direct proper accounting structure in the ERP system to ensure compliance with
 grant terms and conditions and ensure data is easily accessible and reportable.
 • Assist departmental grant managers in creating grant budgets to allocate and



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Page 14 of 35
 track their funds
  • Coordinate and track receipt of reimbursements, and reconcile grant revenues,
 expenses, and accounts receivable balances for assigned grants and loans
  • Coordinate receipt and entry of electronic and paper receipts for assigned grants
 and loans as needed
  • Review payroll weekly to ensure correct organization sets and projects are
 selected as required
  • Confirm accuracy of year-end and beginning-of-year grant balances and
 information in the ERP system.
  • Ensure appropriate management and tracking of grants across fiscal years and
 life-to-date cycles, providing financial and budget related information, budgetary
 reviews, year-to-date and life-to-date reporting and other reporting as needed.
  • Ensure appropriate management and tracking of assigned loans, maintaining the
 terms and conditions of each loan, timely receipt of loans receivable, tracking
 cost allocation and payment of long-term debt, and supporting collection of
 delinquent loans
  • Perform specialized accounting functions for expense allocation across all
 assigned grants and loans, such as preparing and entering monthly journal
 entries to allocate benefits for grants
  • Perform and/or supervise grant and loan accounting duties such as the
 preparation of journal entries, bank statement reconciliation, general ledger
 account reconciliation and billing.
  • Ensure eligibility of all grant expenditures in compliance with each grantor’s
 regulatory requirements.
  • Prepare financial statements and reports as required and perform research and
 reporting as needed
  • Evaluate issues, identify concerns, and advise departmental leadership on
 opportunities for efficiencies and improvements related to fiscal management of
 grants
  • Collaborate with other accounting staff to ensure that all grant accounting issues
 are addressed and resolved in a timely fashion.
  • Work with City Auditors to update and submit annual audit-related requirements.
  • Advise departmental leadership and project managers to implement
 recommended corrective action to resolve any audit findings.
  • Develop and maintain relevant city-wide best practices, policies, procedures, and
 technologies.
  • Train staff on grants accounting policies and practices, as well as the effective
 use of the ERP.


Non-Essential Job Functions:
 • Other duties as required.



Qualifications/Basic Job Requirements:



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Page 15 of 35
 • Bachelor’s Degree in Accounting or Business and five years of grant
 accounting required. Master’s Degree is preferred. Additional experience
 may be substituted for a degree requirement on a two-for-one year basis.
 • Experience with account reconciliation, project & grant billing and tracking.
 • Must have a demonstrated ability to show great attention to detail.
 • Proficiency with Excel and strong working knowledge of computer systems,
 including Word and electronic file management required.
 • Ability to establish and maintain good relations with coworkers required.
 • Previous municipal fiscal experience preferred.
 • Ability to communicate effectively and work cooperatively with peers and
 management within and across departments.
 • Ability to appropriately deal with stress such that it does not interfere with
 performance of job duties required.
 • Ability to meet schedules and deadlines while working with minimal
 supervision.
 • Ability to actively support City diversity, equity, and cultural competency
 efforts within stated job responsibilities and work effectively across diverse
 cultures and constituencies.
 • Regular attendance is necessary and is essential to meeting the
 expectations of the job functions.
 • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.


Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.

_x_ seeing _x_ ability to
 move distances
 __ lifting (specify)
__ color perception within and
 between
 __ pounds
 (red, green, amber) warehouses/offices
 __ carrying
 (specify)
_x_ hearing/listening __ climbing
 __
 pounds
_x_ clear speech __ ability to mount
 and __ driving
 (local/over




 Page 38 of 111
Page 16 of 35
_x_ touching
 dismount forklift/truck
 the road)
 _x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger




 Page 39 of 111
Page 17 of 35
__ reading - basic __ math skills -
 basic _x_
 analysis/comprehension
_x_ reading - complex _x_ math skills - complex
 _x_
 judgment/decision
__ writing - basic _x_ clerical
 making
_x_ writing - complex
__ shift work __ outside
 __
 pressurized equipment
_x_ works alone __ extreme heat
 __ moving
 objects
_x_ works with others __ extreme cold
 __ high
 places
_x_ verbal contact w/others __ noise
 __ fumes/odors
_x_ face-to-face contact __ mechanical equipment
 __ hazardous
 materials
_x_ inside __ electrical
 equipment _x_
 dirt/dust

Supervision:
Directly Supervises: __0___ Indirectly Supervises: __0___

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________

Revised December 2019; July 2021; April 2024




 Page 40 of 111
Page 18 of 35
 City of Burlington
 Job Description

Position Title: Billing and Administrative Accountant, Technical Services
Department: Department of Public Works
Reports to: Division Director of Technical Services
Pay Grade: 17 Job Code: TBD
Exempt/Non-Exempt: Non-Exempt (Due to Union Status) Union: AFSCME

General Purpose: The Technical Services Billing and Administrative Accountant is
responsible for overseeing and carrying out financial and administrative functions for the
Public Works Department, Technical Services Division under the supervision of the
Division Director Public Works-Technical Services. The Technical Services Billing and
Administrative Accountant will manage division level financial and administrative
operations including annual capital and operating budget preparation, capital project
accounting and administration, grant financial management, grant reporting, respond to
City and SEFA Audit questions, participate in the development and implementation of
financial management procedures led by the Clerk Treasurer’s Office, carry out
compliance and training activities.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)

Team Lead Functions

 • Assist the Division Director with adherence to proper accounting procedures performed
 by the Senior Engineers and their respective subordinate project managers
 • Assist the Division Director with planning, arranging and delivering training opportunities
 for the Technical Services Team

General Accounting Functions
 • For the Technical Services Division
 o Oversee general accounting duties including by not limited to the management,
 creation, review and approval of purchase orders, submitting invoices to
 accounts payable and preparing, verifying and processing journal entries while
 ensuring accurate coding and adequate documentation.
 o Monitor annual budget expenses lines, notifying budget managers and prepare
 budget amendments as necessary for the Clerk Treasurers Office review and
 processing.




 Page 41 of 111
Page 19 of 35
 o Responsible for reconciliation of revenue collections and ensures accurate entry,
 identify variances and processes corrections as needed.
 o Prepare and review reports including, but not limited to, monthly budget reports,
 revenue tracking and accounts receivable. Investigate variances and ensure
 corrections are completed as appropriate.
 o Calculate and submit Annual Draft Technical Services Force Account Markup for
 the review and approval of the Vermont Agency of Transportation Audit Division
 o Make Force Account Billing Rate Adjustments within the Technical Service Team
 Billing System consistent with Vermont Agency of Transportation Audit Division
 Approved Force Account Markup Rate.
 o Responsible for Capital Accounting
 o Primary point of contact with Clerk Treasurers Office for Technical Services
 Division Finance Questions.
 o Provide Intermediate level technical support and training to the Technical
 Services Division staff utilizing the City’s financial software system.

Project Accounting & Financial Project Management Functions

 • For capital and grant funded projects related to the Technical Service Division Budgets
 o Assist in developing and managing capital project budgets, capital project billing,
 and overall project general accounting that aligns with the City’s policy,
 procedures and audit requirements and specifically:
 ▪ Initializing projects and project budgets in the City’s accounting system in
 collaboration with the Clerk/Treasurers Office.
 ▪ Oversee and perform the same general accounting duties as listed above
 for capital and grant funded project in addition to verifying and submitting
 pay requisitions and miscellaneous billing, submitting reimbursement
 requests to grant, loan or bond escrow agencies, managing accounts
 receivable, and reconciling general ledger, project, and miscellaneous
 billing.
 ▪ Collaborate with project managers to process and track invoices and
 reimbursements from various funding sources using City and Federal
 government accounting software.
 ▪ Monitor the financial performance of project accounts.
 ▪ For Technical Services Division Capital Projects that are eligible for
 impact fee reimbursement, manage the balance and planned expenditure
 of the impact fee budget.

Policy, Procedure and Compliance Function
 • Lead Technical Services Division participation in the development and implementation of
 financial management policies and procedures, including the creation and maintenance
 of appropriate forms and templates in coordination with the Clerk Treasurers Office.
 • Perform duties in a manner consistent with citywide project accounting procedures and
 policies, GAAP and GASB.
 • Together with the Technical Services Division Director serve as the Divisions’ lead
 supporting the Clerk Treasurers Office with the annual audit, the Schedule of
 Expenditures of Federal Awards (SEFA) audit, and other audits including but not limited
 to producing documentation and responding to auditor inquiries.
 • Ensure compliance with financial grant and loan reimbursement procedures and




 Page 42 of 111
Page 20 of 35
 requirements for Federal, State and other funding sources.
 • Manage time collection system including establishing new people in timekeeping
 systems, preparing and reviewing overhead/indirect rates, processing monthly internal
 and external billing and reimbursement, running regular timekeeping reports for the
 Technical Services Division Director and Management Team.
 • Track success of divisions’ financial key performance indicators and recommend
 strategies for improvement.
 • Communicate and collaborate regularly on financial matters with officials at all levels
 within the City Administration and other City departments as well as external consultants
 and contractors.

Administrative Duties

 • Administrative support for the Technical Services Division on various items including, but
 not limited to:
 o Serve in a leadership roles to ensure the City’s purchasing policy is being
 followed and adhered to.
 o Ensure financial documentation of the Technical Services Division is filed and
 retained in an orderly manner, including organization by grant, project, funding,
 and fiscal year.
 o Assisting project managers with the release of requests for quotes, proposals or
 bid documents.
 o Assist in the packaging and preparation of Technical Service Division Agenda
 items for the Board of Finance and City Council consideration.
 o Assist Project Managers in uploading contract documentation to the City’s
 Contract Management Software. Documents that normally include, Contracts,
 Contract Amendments, Union Deterrence, Livable Wage, and Insurance
 certifications.
 o Ensure Annual Livable Wage Certifications are current and on file for City
 Attorney’s Office for review. Perform follow up with project managers that are
 delinquent to bring into compliance.
 o Collaborate and work cooperatively. Communicate regularly with officials at all
 levels within the City Administration; City Department; Consultants and
 Contractors.


Non-Essential Job Functions:
 • Perform other duties as may be required.

Qualifications/Basic Job Requirements

 o Bachelor’s Degree in Accounting or related field with at least 3 years of relevant
 experience required. Additional experience may be substituted for a degree
 requirement on a two-for-one year basis.
 o Minimum 2-years experience supervisory/leadership experience preferred.
 o Must have a demonstrated ability to show great attention to detail.
 o Must be consistent and accurate.
 o Ability to work well under pressure and appropriately deal with stress.
 o Ability to communicate effectively and work cooperatively with supervisor,




 Page 43 of 111
 Page 21 of 35
 subordinates and other departments.
 o Ability to communicate effectively both orally and in writing with City management
 and departmental staff.
 o Strong professional communication skills both oral and written required.
 o Proficient in utilizing word processing and spreadsheet software required.
 o Thorough knowledge of general accounting principles and practices required.
 o Proficiency in financial accounting software preferred.
 o Experience in billing and project tracking preferred.
 o Experience or background in a municipal setting preferred.
 o Must possess strong organizational skills.
 o Ability to prioritize workflow, meet established deadlines and work under
 pressure.
 o Ability to work independently and as part of a team.
 o Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
 o Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
 o Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
 o Ability to understand and comply with City standards, safety rules and personnel
 policies.



 Physical & Mental/Reasoning Requirements; Work Environment:
 These are the physical and mental/reasoning requirements of the position as it is
 typically performed. Inability to meet one or more of these physical or mental/reasoning
 requirements will not automatically disqualify a candidate or employee from the position.


x x ability to move distances within warehouses and
 seeing offices
 color perception (red, green, lifting (specify 30 pounds)
 amber)
x hearing/listening carrying (specify 30 pounds)
x clear speech climbing
x touching driving
x dexterity x hand x finger ability to mount and dismount forklift
 reading – basic pushing/pulling
x reading – complex shift work
 math skills – basic moving objects
x math skills – complex pressurized equipment
 writing – basic extreme heat
x writing – complex extreme cold
x analysis/comprehension high places
x judgment/decision making noise




 Page 44 of 111
 Page 22 of 35
 clerical fumes/odors
x inside dirt/dust
 outside hazardous materials
x works alone electrical equipment
x works with others mechanical equipment
x face-to-face contact
x verbal contact w/others

 Supervision:

 Directly Supervises: __0__ Indirectly Supervises: _____

 Disclaimer:
 The above statements are intended to describe the general nature and level of work
 being performed by employees to this classification. They are not intended to be
 construed as an exhaustive list of all responsibilities, duties and/or skills required of all
 personnel so classified Revised & Reclassified June, 2024




 Page 45 of 111
Page 23 of 35
 City of Burlington
 Job Description

Position Title: Senior Accountant
Department: Clerk/Treasurer
Reports to: Assistant Director of Finance or Comptroller
Pay Grade: 18 Job Code: 325
Exempt/Non-Exempt: Exempt Union: Non-Union

Remote Work Rating: Tier 3

General Purpose: This position provides senior level accounting services in support of
the City’s central accounting function. The position requires advanced knowledge of
accounting and Generally Accepted Accounting Principles (GAAP). This position
ensures the integrity of accounting information by reviewing, recording and verifying
general ledger account activity for all City Departments, except for the Burlington
Electric Department (BED) & School. Responsible for senior level reconciliation of
complex accounts and review of activity proposed by junior staff. Monitor and evaluate
general ledger accounts for accuracy monthly. The position will assist in the
development of strategies to improve performance & reporting. Position may also
provide accounting services to several other major City Departments, including
Enterprise Funds and Special Revenue Funds. This position is distinguished from other
financial positions by the level of independent judgment and initiative required in
planning, developing, training and implementing system changes that is needed to
analyze data and provide accurate reporting.

In addition to the core purpose listed above, this position will also have a focus area
either in banking & cash, capital projects, and/or grants management – as discussed
with Employee’s supervisor.

Essential Job Functions:

 • Perform and/or oversee accounting duties such as the preparation of journal
 entries, bank statement reconciliation, and general ledger account reconciliation.
 • Responsible for reconciliation of the City’s more complex bank statements and General
 Ledger activity.
 • Analyze financial information and prepare documentation and reports associated with
 reconciliations, departmental budgets and other data as needed.
 • Leads staff on the monitoring and reconciliation of the City’s balance sheet and income
 statement accounts.
 • Reconcile sub-ledgers to appropriate general ledger accounts. Ensure accurate entry,
 identify variances and work with City staff to process corrections as needed.




 Page 46 of 111
Page 24 of 35
  • Trains appropriate staff in Clerk/Treasurer’s Department and other City Departments on
 policies & procedures necessary to accurately provide information & documentation
 appropriate for ledger processing.
  • Assists in the development and maintenance of appropriate accounting standards and
 procedures in accordance with Generally Accepted Accounting Principles (GAAP) and
 other regulatory guidelines and requirements.
  • Prepares, verifies and processes various journal entries, budget amendments and
 allocations. Ensure accurate coding and adequate documentation.
  • Assists with audit and year-end preparation including deferred revenues, generating and
 processing entries, tracking various funds and entry types, gathering documentation and
 working with various City staff to reconcile account variances.
  • Develops, design, and provides financial and budget related information and
 tools, including budgetary reviews, prepare budget vs. actual statements and
 reports as needed.
  • Works with Departments that have external software that interfaces and provides
 financial data to the City for entry in General Ledger. Ensure departments are compliant
 and providing accurate financial records before interfacing with General Ledger.
  • Provides assistance to Departments by providing financial information analysis &
 reporting.
  • Assists in the preparation of the City’s budget.
  • Performs or oversees the development and reporting of the City’s cost allocation plan(s).

As Assigned:
 • Prepares, review and execute ACH, EFT and Wire transfers for City departments, Special
 Revenue Funds and Enterprise Funds as needed.
 • Assists the ADF with preparation of cash flows and cash management.
 • Responsible for maintaining, updating and reporting on the City's bonds and debt
 schedules. Verify amortization schedules to accurately generate and process payments
 due in a timely fashion. Follow up with appropriate City personnel to ensure timely
 payment of debt and reimbursement to the City's pooled cash fund.
 • Responsible for developing and maintenance of grants tracking software to ensure all
 grants are captured, accurately classified and links in place to produce annual Schedule of
 Expenditures of Federal Awards (SEFA).
 • Responsible for developing and maintenance of project tracking software to ensure all
 capital projects are captured, accurately classified and links in place to produce reporting
 for annual and year-to-date data.
 • Review and ensure requests for budget amendments, use of fund balance and other
 balance forward entries are accurate and follow Board of Finance and City Council
 authorization.


Non-Essential Job Functions:
  • Performs other duties as required.




 Page 47 of 111
Page 25 of 35
Qualifications/Basic Job Requirements:
  • Bachelor’s Degree in Accounting Business Administration, or related field and
 with three (3) years of relevant accounting and banking experience required.
 Additional experience may be substituted for a degree requirement on a two-for-
 one year basis.
  • Prior municipal experience and bond experience are preferred.
  • Required three (3) years of more complex reconciliations.
  • Knowledge of business concepts, best practices as they relate to departmental
 activities.
  • Proven technical expertise working with multiple software applications to
 generate, format and import data from various sources.
  • Proven technical expertise to generate, format and import data from various
 sources.
  • Thorough knowledge of general accounting principles and practices required.
  • Working knowledge of computerized accounting systems including the ability to
 operate spreadsheets, word-processing, and database software in a Windows
 based environment.
  • Critical thinking and analytical skills required.
  • Must be consistent and accurate.
  • Initiative, creativity, and attention to detail required.
  • Strong problem solving and organizational skills required.
  • Ability to work well under pressure and appropriately deal with stress.
  • Ability to meet schedules and deadlines while working with minimal supervision.
  • Ability to work independently and in a team environment.
  • Ability to communicate effectively both orally and in writing with City management
 and departmental staff.
  • Ability to establish and maintain good relations with co-workers.
  • Ability to listen to and appropriately react to a supervisor’s constructive criticism and
 incorporate said criticism to improve performance.
  • Flexibility, adaptability and commitment to constant improvement and innovation.
  • Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
  • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
  • Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
  • Ability to understand and comply with City standards, safety rules and personnel
 policies.

Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.




 Page 48 of 111
 Page 26 of 35
 Upon request for a reasonable accommodation, the City may be able to adjust or
 excuse one or more of these requirements, depending on the requirement, the essential
 function to which it relates, and the proposed accommodation.

x x ability to move distances within warehouses and
 seeing offices
 color perception (red, green, x lifting (specify 20 pounds)
 amber)
x hearing/listening x carrying (specify 20 pounds)
x clear speech climbing
x touching driving
x dexterity x hand x finger ability to mount and dismount forklift
 reading – basic pushing/pulling
x reading – complex shift work
 math skills – basic moving objects
x math skills – complex pressurized equipment
 writing – basic extreme heat
x writing – complex extreme cold
x analysis/comprehension high places
x judgment/decision making noise
x clerical fumes/odors
x inside dirt/dust
 outside hazardous materials
x works alone electrical equipment
x works with others mechanical equipment
x face-to-face contact
x verbal contact w/others




 Page 49 of 111
Supervision:

Directly Supervises: __0__ Indirectly Supervises: __0__

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________

Revised February 2016. Revised January 2019. Revised December 2021, Revised
January 2023 with Remote Work Rating.

This position description is provided to AFSCME for information only. The City has no obligation to
negotiate with AFSCME regarding changes in position descriptions. The City’s provision of revised
position descriptions is in no way an admission of any obligation to negotiate or voluntary commitment to
negotiate changes in position descriptions.




 Page 50 of 111
 City of Burlington
 Job Description
Position Title: Grants Associate
Department: Clerk/Treasurer
Reports to: Senior Grants Manager
Pay Grade: 15 Job Code: TBD
Exempt/Non-Exempt: Non-Exempt Union: AFSCME
Remote Work Rating: Tier 3

General Purpose: The Grants Associate provides critical support to the Senior Grants Manager
to research and provide recommendations to the City of Burlington for its grants program, with a
focus on identification and tracking of relevant opportunities resulting from historic levels of
federal and state funding The Grants Associate will form relationships with relevant state and
federal officials ensuring a reliable flow of information, work closely with City leadership to
examine the available opportunities and prioritize them according to City relevance and need,
and may also help the Senior Grants Manager to respond to individual proposal efforts as
directed.


Essential Job Functions: (This section outlines the fundamental job functions that must be
performed in this position. The “Qualifications/Basic Job Requirements” and the “Physical and
Mental/Reasoning Requirements and Work Environment” state the underlying requirements that
an employee must meet in order to perform these essential functions. In accordance with the
Americans with Disabilities Act, reasonable accommodations may be made to qualified
individuals with disabilities to perform the essential functions of the position.)
 • Conduct thorough and detailed research on funding programs resulting from the
 American Rescue Plan Act, Infrastructure Bill potential Build Back Better Bill, and other
 relevant federal and state legislation to determine relevance of funding opportunities to
 the City and its departments.
 • Work closely under the direction of the Senior Grants Manager to implement a system to
 track grant opportunities relevant to the City of Burlington based on programs and
 services offered by the city and areas of need.
 • Develop relationships with federal and state officials as needed.
 • Clearly communicate grant information to and work with leadership and applicable
 departmental subject matter experts on funding opportunities.
 • Help leadership team to prioritize City-wide grant opportunities.
 • Actively communicate with City leadership and specialized staff to better understand
 departmental needs and to ensure grant applications capture positive impact of funds
 • Under direction of Senior Grants Manager, work on individual proposal responses,
 working closely with departmental technical experts, and others as needed.
 • Together with Senior Grants Manager present all city-wide grant data to leadership and
 City Council




 Page 51 of 111
 • Grant support for the Office of Racial Equity, Inclusion & Belonging (REIB)

Non-Essential Job Functions:
  • Performs other duties as required.

Qualifications/Basic Job Requirements:
  • Bachelor’s Degree in relevant field. Additional experience may be substituted for a
 degree requirement on a two-for-one year basis.
  • Three years (3) of relevant work experience required. Demonstrated successful
 experience writing and applying for federal or state grants a big plus.
  • Working knowledge of computers including the ability to operate spreadsheets, word-
 processing, and database software in a Windows based environment.
  • Must be consistent and accurate.
• Initiative, creativity, and attention to detail required.
• Strong problem solving and organizational skills required.
  • Ability to work well under pressure and appropriately deal with stress.
• Ability to work independently and in a team environment.
• Flexibility, adaptability and commitment to constant improvement and innovation.
  • Ability to actively support City racial equity, inclusion and belonging efforts within
 stated job responsibilities and work effectively across diverse cultures and constituencies.
  • Regular attendance is necessary and is essential to meeting the expectations of the job
 functions.
  • Ability to understand and comply with City standards, safety rules and personnel policies.

Physical & Mental/Reasoning Requirements: Work Environment:
These are the physical and mental/reasoning requirements of the position as it is typically
performed. Inability to meet one or more of these physical or mental/reasoning requirements
will not automatically disqualify a candidate or employee from the position. Upon request for a
reasonable accommodation, the City may be able to adjust or excuse one or more of these
requirements, depending on the requirement, the essential function to which it relates, and the
proposed accommodation.
_x_ seeing _x_ ability to
 move distances
 _x_ lifting (specify)
__ color perception within and
 between 30
 pounds
 (red, green, amber) warehouses/offices
 _x_ carrying (specify)
_x_ hearing/listening __ climbing
 30 pounds
__ clear speech __ ability to mount
 and __ driving
 (local/over




 Page 52 of 111
_x_ touching dismount
 forklift/truck the
 road)
 _x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic
 _x_
 analysis/comprehension
_x_ reading – complex _x_math skills - complex
 _x_
 judgment/decision
__ writing - basic __ clerical
 making
_x writing - complex
__ shift work __ outside
 __
 pressurized equipment
_x works alone __ extreme heat
 __ moving
 objects
_x works with others __ extreme cold
 __ high places
_x verbal contact w/others __ noise
 __ fumes/odors
_x face-to-face contact __ mechanical equipment
 __ hazardous
 materials
_x_ inside __ electrical
 equipment __
 dirt/dust

Supervision:

Directly Supervises: _0___ Indirectly Supervises: _0___

Disclaimer:
The above statements are intended to describe the general nature and level of work being
performed by employees to this classification. They are not intended to be construed as an
exhaustive list of all responsibilities, duties and/or skills required of all personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________




 Page 53 of 111
Created December 202, July 2022, Revised January 2023 with Remote Work Rating.




 Page 54 of 111
 City of Burlington
 Job Description
Position Title: Grants Associate & Philanthropy Advisor
Department: Department of Finance & Administration
Reports to: Director of Grants & Administrative Affairs
Pay Grade: 16 Job Code:
Exempt/Non-Exempt: Non-Exempt Union: AFSCME
Remote Work Rating: Tier 3

General Purpose: The Grants Associate & Philanthropy Advisor provides critical support to the
Director of Grants & Administrative Affairs. This position is responsible for leading the research
of grant opportunities, responding to individual proposals, researching and advising relationships
with philanthropists, and recommending the use of such opportunities. The Grants Associate &
Philanthropy Advisor will support grant compliance activities, audit and reporting requirements,
and will lead assessments and strategic planning to build relationships with philanthropists. This
position will form and maintain relationships with relevant local, state, federal officials and
partners to ensure a reliable flow of information, and will work closely with leadership to
examine the available opportunities and prioritize them according to City relevance and need.

Essential Job Functions: (This section outlines the fundamental job functions that must be
performed in this position. The “Qualifications/Basic Job Requirements” and the “Physical and
Mental/Reasoning Requirements and Work Environment” state the underlying requirements that
an employee must meet in order to perform these essential functions. In accordance with the
Americans with Disabilities Act, reasonable accommodations may be made to qualified
individuals with disabilities to perform the essential functions of the position.)
 • Conduct thorough and detailed research on funding programs to determine relevance of
 funding opportunities to the City and its departments.
 • Conduct thorough research, outreach, and document findings that assess the philanthropic
 landscape and advise leadership on best practices and opportunities for successful
 philanthropic engagement.
 • Maintain a transparent system to track and clearly communicate grant opportunities and
 awards
 • Collaborate with departmental leadership to better understand their needs and the areas
 that require additional resources for funding or administrative support
 • As directed, advise city leadership on grants that have multi-departmental benefits and on
 grant opportunities not already within a department.
 • Manage a transparent system for project and program prioritization and the strategy for
 aligning those with grant opportunities
 • As directed, provide expert-level technical writing and management of individual
 proposal responses, working closely with departmental technical experts, and others as
 needed to prepare accurate, competitive, and timely proposals.




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 • Advise departmental grant managers on best practices for grant acceptance and
 management.
 • Support the Grants & Finance Specialist with internal systems and procedures to
 strengthen grant compliance and audit requirements.
 • As directed, prepare and implement policies and procedures related to pre-award and
 post-award grant activities.
 • Develop and regularly update the gap analysis of financial and fundraising needs in
 collaboration with leadership
 • Evaluate scenarios that could fill the financial and fundraising gaps
 • Regularly coordinate across departments and with leadership to identify the focus areas
 that could be demonstrably impacted by philanthropy
 • Develop and regularly update a strategic plan that identifies the financial and fundraising
 gaps of each focus area and advises the financial targets and timelines to fill gaps
 • Advise leadership and work across departments to implement the selected strategies that
 • Develop a strategic outreach and communication plan to build effective relationships
 with philanthropists
 • Advise leadership and work across departments to maintain effective relationships with
 philanthropists
 • Prepare and implement policies and procedures related to municipal philanthropy.
 • Develop relationships with federal and state officials as needed.
 • Maintain relationships with departmental leadership and external partners
 • Provide support to prepare and present all city-wide grant data and philanthropy activities
 to leadership and City Council

Non-Essential Job Functions:
  • Performs other duties as required.

Qualifications/Basic Job Requirements:
  • Bachelor’s Degree in relevant field. Additional experience may be substituted for a
 degree requirement on a two-for-one year basis.
  • Five years (5) of relevant work experience required. Demonstrated successful experience
 writing and applying for federal or state grants preferred.
  • Working knowledge of computers including the ability to operate spreadsheets, word-
 processing, and database software in a Windows based environment.
  • Some experience in nonprofit fundraising or grantmaking preferred
  • Must be consistent and accurate.
• Initiative, creativity, and attention to detail required.
• Strong problem solving and organizational skills required.
  • Ability to work well under pressure and appropriately deal with stress.
• Ability to work independently and in a team environment.
• Flexibility, adaptability and commitment to constant improvement and innovation.
  • Ability to actively support City racial equity, inclusion and belonging efforts within
 stated job responsibilities and work effectively across diverse cultures and constituencies.
  • Regular attendance is necessary and is essential to meeting the expectations of the job
 functions.




 Page 56 of 111
 • Ability to understand and comply with City standards, safety rules and personnel policies.
 • Some weekends and evenings may be required.

Physical & Mental/Reasoning Requirements: Work Environment:
These are the physical and mental/reasoning requirements of the position as it is typically
performed. Inability to meet one or more of these physical or mental/reasoning requirements
will not automatically disqualify a candidate or employee from the position. Upon request for a
reasonable accommodation, the City may be able to adjust or excuse one or more of these
requirements, depending on the requirement, the essential function to which it relates, and the
proposed accommodation.
_x_ seeing _x_ ability to
 move distances
 _x_ lifting (specify)
__ color perception within and
 between 30
 pounds
 (red, green, amber) warehouses/offices
 _x_ carrying (specify)
_x_ hearing/listening __ climbing
 30 pounds
__ clear speech __ ability to mount
 and __ driving
 (local/over
_x_ touching dismount
 forklift/truck the
 road)
 _x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic
 _x_
 analysis/comprehension
_x_ reading – complex _x_math skills - complex
 _x_
 judgment/decision
__ writing - basic __ clerical
 making
_x writing - complex
__ shift work __ outside
 __
 pressurized equipment
_x works alone __ extreme heat
 __ moving
 objects
_x works with others __ extreme cold
 __ high places




 Page 57 of 111
_x verbal contact w/others __ noise
 __ fumes/odors
_x face-to-face contact __ mechanical equipment
 __ hazardous
 materials
_x_ inside __ electrical
 equipment __
 dirt/dust

Supervision:

Directly Supervises: _0___ Indirectly Supervises: _0___

Disclaimer:
The above statements are intended to describe the general nature and level of work being
performed by employees to this classification. They are not intended to be construed as an
exhaustive list of all responsibilities, duties and/or skills required of all personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________

Created December 202, July 2022, Revised January 2023 with Remote Work Rating.




 Page 58 of 111
 CITY OF BURLINGTON
 Department of Finance and Administration

 MEMORANDUM
TO: Board of Finance and City Council
FROM: Brad Kukenberger, Director of Finance
CC: Katherine Schad, Chief Administrative Officer
DATE: February 9, 2026
RE: Request for Job Description Updates and Position Reclassifications
 Department of Finance and Administration

INTRODUCTION
We are writing to request your approval for critical updates to job descriptions and
reclassifications for six positions within the Department of Finance and Administration
(DFA). These changes are essential to properly recognize the expanded scope,
complexity, and professional-level responsibilities that have evolved in these roles,
particularly following the creation of centralized accounting and financial operations
through the ModernGov Initiative.

This was expected and planned for as ModernGov mergers always expected some
level of reorganization and reclassification to be required as we went through the
process. We did not have specific numbers to include in the FY26 budget at the time,
but for future ModernGov efforts we will include a budget salary line estimate for any
modest reclassifications needed.

To provide important context: the ModernGov Initiative reduced 4.5 finance/accounting
positions, achieving annual savings of $458,726. The reclassification costs outlined in
this memorandum represent a fraction of those savings while ensuring staff are fairly
compensated for their expanded responsibilities. This ensures ongoing savings as a
result of ModernGov.

As detailed in the Mayor’s FY26 Budget memorandum,
the ModernGov Initiative represents a multi-year effort to right-size and modernize our
city government. The creation of DFA merged the Clerk Treasurer, Innovation &
Technology, Human Resources, and Assessor's Office into a unified department to
centralize core city services essential to continuity of government operations. This
reorganization has fundamentally changed the nature and scope of work for several
finance positions and has also created additional administrative needs in the Clerk's
Office, necessitating formal updates to job descriptions and adjustments to position
allocations.

In addition to updating and reclassifying positions related to grants and finance, this
request also includes changing the NPA Engagement Specialist position from part-time




 Page 59 of 111
Page 2 of 35
30 hours per week to full-time 40 hours per week. The City has added tasks the position
that were not envisioned within the original 30 hour time frame (such as
coordinating production of the City’s annual report and other ongoing CT administrative
reporting) that fits within her current job description but requires more hours per week to
complete.

PROCESS & REVIEW TIMELINE
The proposed changes result from a comprehensive job description review conducted
by DFA leadership, examining how roles have evolved and comparing responsibilities
against current AFSCME pay grade classifications and market standards.

July 1, 2025: ModernGov Initiative & FY26 Budget resolution take effect
August 2025: DFA Finance requested all employees to review current Job Descriptions
and suggest edits
September/October 2025: Management Review of proposed changes. Request HR to
review and recalculate paygrades for affected positions
October/November 2025: HR Review & Grading and AFSCME Union review of
outcome
December 2025: Confirmed final Job Descriptions with affected staff
February 2026: Request BOF/City Council to approve reclassifications and required
retroactive pay.


RATIONALE FOR CHANGES
The proposed reclassifications and position adjustments address several key factors:
 • Expanded Scope: Positions now serve citywide rather than single departments,
 requiring broader knowledge and coordination
 • Increased Complexity: Roles now involve policy development, compliance
 management, and system-wide financial controls rather than primarily
 transactional work
 • Leadership Responsibilities: Certain positions now include team supervision,
 training responsibilities, and subject matter expertise
 • Professional Standards: Enhanced positions require bachelor's degrees and
 significant experience, reflecting professional-level accounting and grants
 management work


These changes also help address retention concerns and internal equity. As we work to
maintain a stable, effective workforce, it is critical that compensation reflects the actual
work performed and the qualifications required.




 Page 60 of 111
Page 3 of 35
POSITION-BY-POSITION SUMMARY
The following table summarizes the seven positions requesting reclassification or
adjustment:
 Position Title Budgeted G/L Current Proposed Annualized Union Status
 Status Change Budgetary
 Impact

 Accounting Assistant 101-04-000 Grade 14 Grade 15 $3,544.11 AFSCME
 I – Accounts Payable

 Lead Accounts 101-04-000 Grade 14 Grade 16 $3,258.11 AFSCME
 Payable Analyst
 Grants & Finance 101-04-000 Grade 16 Grade 18 $4,041.23 AFSCME
 Specialist
 Grants Associate & 101-04-000 Grade 15 Grade 16 $4,035.62 AFSCME
 Philanthropy Advisor
 Billing and Admin 101-04-000 Grade 17 Grade 18 $4,759.46 AFSCME→Non-
 Accountant → Senior Union
 Accountant
 NPA Public 101-04-000 30 hrs/wk 40 hrs/wk $14,308.32 AFSCME
 Engagement
 Specialist
 DFA Subtotal (FY26 half-year): $16,973.43

 FY26 retroactive pay to July 1, 2025: $9,819.27

 FY26 Total Impact: $26,795.70

 FY27 Annual Impact: $35,644.20



Please note that the City makes every reasonable effort to not incur retroactive pay. In
this case, employees needed to begin performing their new functions as of July 1 but it
took a few months for the administrative work of changing job descriptions and getting
this request to the BoF and CC.

FUNDING THIS PROPOSAL
The DFA, within the Clerk Treasurer's General Fund budget, has sufficient vacancy
savings from turnover in the Comptroller and Chief Accountant positions to fund these
reclassifications. These turnover savings are projected to continue in FY27, creating a
budget-neutral request for reclassification in both the current and future budget years.
This approach aligns with the administration's commitment to fiscal sustainability while
maintaining internal equity and competitive compensation for staff whose roles have
fundamentally changed through the ModernGov reorganization. Because these vacancy




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Page 4 of 35
savings are ongoing, this reclassification package does not require additional General
Fund appropriations in FY26 or FY27.

CONCLUSION AND REQUEST
These proposed reclassifications and position adjustments represent important
investments in our workforce and in the long-term sustainability of city government. As
we work to modernize our operations through the ModernGov Initiative, we must ensure
that employees whose roles have expanded significantly are compensated fairly for the
work they now perform, and that we maintain adequate administrative capacity to
support effective government operations.
We respectfully request that the Board of Finance and City Council approve:
 • Updated job descriptions for all DFA positions as attached
 • Pay grade reclassifications for DFA positions as detailed in this memorandum
 • Hours increase for the NPA Public Engagement Specialist from 30 to 40 hours
 per week
 • Authorization to implement changes effective January 27, 2026 (after city council
 review)
 • Acknowledgment that these changes will be funded through existing vacancy
 savings within the DFA General Fund budget, requiring no additional
 appropriations
Motions
Board of Finance:
1. To approve and recommend that the City Council approve the following position
 reclassifications:

 a. Reclassification of one (1) Accounting Assistant I – Accounts Payable, non-
 exempt, full-time, AFSCME position, grade 14, to grade 15;

 b. Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16;

 c. Reclassification of one (1) Grants & Finance Specialist, non-exempt, full-time,
 AFSCME position, grade 16, to grade 18;

 d. Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt,
 full-time, AFSCME position, grade 15, to grade 16;

 e. Reclassification of one (1) Billing & Admin Accountant, non-exempt, full-time,
 AFSCME position, grade 17, to one (1) Sr. Accountant, exempt, full-/part-time,
 non-union position, grade 18; and

 f. Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt,
 AFSCME position, grade 14, to a full-time position, grade 14.




 Page 62 of 111
Page 5 of 35
2. To approve and recommend that the City Council authorize the Chief Administrative
 Officer to make such amendments to the FY26 Budget as may be necessary or
 convenient to effectuate the foregoing staff reorganization, in substantial conformance
 with the information outlined in the staff report, for a total FY 26 impact of $26,795.70.

City Council:
1. To approve the following position reclassifications:

 a. Reclassification of one (1) Accounting Assistant I – Accounts Payable, non-
 exempt, full-time, AFSCME position, grade 14, to grade 15;

 b. Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16;

 c. Reclassification of one (1) Grants & Finance Specialist, non-exempt, full-time,
 AFSCME position, grade 16, to grade 18;

 d. Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt,
 full-time, AFSCME position, grade 15, to grade 16;

 e. Reclassification of one (1) Billing & Admin Accountant, non-exempt, full-time,
 AFSCME position, grade 17, to one (1) Sr. Accountant, exempt, full-time, non-
 union position, grade 18; and

 f. Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt,
 AFSCME position, grade 14, to a full-time position, grade 14.

2. To authorize the Chief Administrative Officer to make such amendments to the FY26
 Budget as may be necessary or convenient to effectuate the foregoing staff
 reorganization, in substantial conformance with the information outlined in the staff
 report, for a total FY 26 impact of $26,795.70.

Our DFA leadership teams are prepared to answer any questions you may have and
provide additional detail as needed. Thank you for your consideration of this important
request.

Attachments:


Updated job descriptions: Accounting Assistant I – Accounts Payable, Lead Accounts
Payable Analyst, Grants & Finance Specialist, Grants Associate & Philanthropy Advisor,
Billing and Admin Accountant, Senior Accountant

Org Chart showing requested changes




 Page 63 of 111
Page 6 of 35




 Page 64 of 111
Page 7 of 35

 City of Burlington
 Job Description

Position Title: Accounting Assistant I – Accounts Payable
Department: Department of Finance and Administration
Reports to: Assistant Director of Finance
Pay Grade: 15
Job Code: 208
Exempt/Non-Exempt: Non-Exempt Union: AFSCME

General Purpose: This position is primarily responsible for processing and monitoring
payments throughout the city’s automated Accounts Payable System (AP), including all
internal reporting and ensuring compliance with policy & procedures and clearing
cashed checks in the system.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)

 • Prepare and maintain all Accounts Payable (AP) functions city-wide including but
 not limited to resolving vendor statement discrepancies.
 • Adheres to AP internal controls; including but not limited to, purchase orders,
 invoice payment approval, W-9 verification for accuracy, etc.
 • Assist in maintaining electronic files relating to AP.
 • Collect, code and deposit receivables, Misc. Payments for Public Works,
 Equipment Maintenance, Recycling, and Misc. Departments as needed. Invoice
 and collect on any bad checks.
 • Invoice through Miscellaneous Billing for Recycling monthly solid waste
 generation tax returns and yearly License renewals.
 • Manage the AP email mailbox which includes sorting, distributing, answer and
 direct and help with all questions for all incoming messages.
 • Manage various credit accounts for multiple city departments.
 • Entry, coding and uploading of city purchasing card transactions on a weekly
 basis for various departments.
 • Responsible for issuing and tracking some purchase orders for Public Works,
 BPRW, IT City Hall, and Cemetery.
 • Provides training in the city’s ERP System to various departments and new staff.




 Page 65 of 111
Page 8 of 35
 • Adheres to Accounts Payable internal controls; including but not limited to,
 purchase orders, invoice payment approval, W-9 verification for accuracy, etc.
 • Assist in the preparation of audit schedules and testing by pulling invoices and
 backup as directed by supervisor for the year-end audit.
 • Assesses, individually and as part of a team, and recommends to supervisor
 ways to reduce the city’s purchasing costs.
 • Performs other responsibilities in the absence of co-workers and during periods
 of high volume as directed.

Qualifications/Basic Job Requirements:
 • High school diploma and three years relevant experience in accounting required.
 An Associate’s Degree in Accounting or related field is preferred.
 • Ability to operate in a Windows based operating environment using word-
 processing, spreadsheets and database software required.
 • Must be consistent and demonstrate a high level of initiative in problem solving.
 • Ability to work successfully in a fast paced environment and with minimal
 supervision required.
 • Ability to organize, prioritize workflow and meet established deadlines required.
 • Ability to analyze data with particular attention to detail required.
 • Ability to communicate effectively both orally and in writing required.
 • Ability to recognize AP software problems and to effectively communicate to
 Supervisor/IT department and/or vendor technical support.
 • Must have a high level of enthusiasm to work within a team environment in a
 constantly changing organization.
 • Must be able to listen to and appropriately react to a supervisor’s constructive
 criticism and incorporate said criticism to improve employee performance.
 • Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
 • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
 • Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
 • Ability to understand and comply with City standards, safety rules and personnel
 policies.

Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.
Upon request for a reasonable accommodation, the City may be able to adjust or
excuse one or more of these requirements, depending on the requirement, the essential
function to which it relates, and the proposed accommodation.

_x_ seeing _x_ ability to move distances _x_ lifting (specify)




 Page 66 of 111
Page 9 of 35
__ color perception within and between _15_ pounds
 (red, green, amber) warehouses/offices _x_ carrying (specify)
_x_ hearing/listening _x_ climbing _15_ pounds
__ clear speech __ ability to mount and __ driving (local/over
_x_ touching dismount forklift/truck the road)
_x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic _x_
analysis/comprehension
_x_ reading - complex _x_ math skills - complex _x_ judgment/decision
_x_ writing - basic _x_ clerical making
__ writing - complex
__ shift work __ outside __ pressurized equipment
_x_ works alone __ extreme heat __ moving objects
_x_ works with others __ extreme cold __ high places
_x_ verbal contact w/others __ noise __ fumes/odors
_x_ face-to-face contact __ mechanical equipment __ hazardous materials
_x_ inside __ electrical equipment _x_ dirt/dust

Supervision:

Directly Supervises: __0__ Indirectly Supervises: __0___

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

Department Head: _____________________________ Date: __________

Human Resources: _____________________________ Date: __________

This position description is provided to AFSCME for information only. The City has no obligation to
negotiate with AFSCME regarding changes in position descriptions. The City’s provision of revised
position descriptions is in no way an admission of any obligation to negotiate or voluntary commitment to
negotiate changes in position descriptions.

Created November 2015




 Page 67 of 111
Page 10 of 35
 City of Burlington
 Job Description

Position Title: Lead Accounts Payable Analyst
Department: Department of Finance and Administration
Reports to: Assistant Director of Finance
Pay Grade: 16 Job Code: 208
Exempt/Non-Exempt: Non-Exempt Union: AFSCME

General Purpose: This position is primarily responsible for leading the Accounts
Payable (AP) team, processing and monitoring payments throughout the city’s
automated accounts payable system, including all internal reporting and ensuring
compliance with policy & procedures.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)
 • Leads AP staff and training. Oversees the processing of all invoices and
 verification of transactions to ensure compliance, accuracy and timely payments
 to vendors and suppliers.
 • Development and implementation of policies and procedures that enhance the
 effectiveness of the accounts payable function, fostering a culture of continuous
 improvement within the team to prevent errors and fraud in the accounts payable
 process. Maintain exceptional customer service externally & internally ensuring
 such requests receive timely responses.
 • Handle complex vendor inquiries and disputes, including resolving billing errors
 and negotiating adjustments or refunds to ensure fair and accurate transactions.
 • Prepare and analyze AP reports and metrics to assess performance and identify
 areas for improvement in the payment process.
 • Vendor data management. W9 verification and vendor entry approvals.
 • Prepare, review and execute ACH, EFT and Wire transfers for the City
 departments, Special Revenue Funds and Enterprise Funds verifying and
 ensuring fraud prevention.
 • Reconcile accounts payable transactions with the general ledger balances,
 identifying discrepancies and resolving issues to ensure accuracy in financial
 statements.
 • Reconcile bank accounts and balance sheet accounts.
 • Prepare, review and process various journal entries for senior staff.
 • Preparation of audit schedules and testing for annual audit.




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Page 11 of 35
 • Preparation of annual 1099 reporting to the IRS and Unclaimed Property to the
 State of Vermont.
 • Manages the record retention and retrieval program for AP records, including but
 not limited to: cataloging, maintaining records listing, and coordination of
 destruction of records, etc.
 • Performs other responsibilities in the absence of colleagues and during periods
 of high volume as directed.

Qualifications/Basic Job Requirements:
 • Bachelor’s Degree and three (3) years’ experience in Accounting or related field
 required. Additional experience may be substituted for a degree requirement on
 a two-for-one year basis.
 • Ability to operate in a Windows based operating environment using word-
 processing, spreadsheets and database software required.
 • Must be consistent and demonstrate a high level of initiative in problem solving.
 • Ability to work successfully in a fast-paced environment and with minimal
 supervision required.
 • Ability to organize, prioritize workflow and meet established deadlines required.
 • Ability to analyze data with particular attention to detail required.
 • Ability to communicate effectively both orally and in writing required.
 • Ability to recognize AP software problems and to effectively communicate to
 Supervisor/IT department and/or vendor technical support.
 • Must have a high level of enthusiasm to work within a team environment in a
 constantly changing organization.
 • Must be able to listen to and appropriately react to a supervisor’s constructive
 criticism and incorporate said criticism to improve employee performance.
 • Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
 • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
 • Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
 • Ability to understand and comply with City standards, safety rules and personnel
 policies.

Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.
Upon request for a reasonable accommodation, the City may be able to adjust or
excuse one or more of these requirements, depending on the requirement, the essential
function to which it relates, and the proposed accommodation.

_x_ seeing _x_ ability to move distances _x_ lifting (specify)
__ color perception within and between _15_ pounds




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Page 12 of 35
 (red, green, amber) warehouses/offices _x_ carrying (specify)
_x_ hearing/listening _x_ climbing _15_ pounds
__ clear speech __ ability to mount and __ driving (local/over
_x_ touching dismount forklift/truck the road)
_x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic _x_
analysis/comprehension
_x_ reading - complex _x_ math skills - complex _x_ judgment/decision
_x_ writing - basic _x_ clerical making
__ writing - complex
__ shift work __ outside __ pressurized equipment
_x_ works alone __ extreme heat __ moving objects
_x_ works with others __ extreme cold __ high places
_x_ verbal contact w/others __ noise __ fumes/odors
_x_ face-to-face contact __ mechanical equipment __ hazardous materials
_x_ inside __ electrical equipment _x_ dirt/dust

Supervision:

Directly Supervises: __0__ Indirectly Supervises: __0___

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

Department Head: _____________________________ Date: __________

Human Resources: _____________________________ Date: __________

This position description is provided to AFSCME for information only. The City has no obligation to
negotiate with AFSCME regarding changes in position descriptions. The City’s provision of revised
position descriptions is in no way an admission of any obligation to negotiate or voluntary commitment to
negotiate changes in position descriptions.

Created November 2015




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Page 13 of 35
 City of Burlington
 Job Description

Position Title: Grants & Finance Specialist
Department: Department of Finance and Administration
Reports to: Grants Director
Pay Grade: 18 Job
 Code: 202
Exempt/Non-Exempt: Union: AFSCME
Remote Work Rating: Tier
General Purpose: The Grants & Finance Specialist provides senior level guidance and
applies best practices for grant expenditures, grant reimbursements, financial
documentation, and fiscal management of grant funds using the City’s Enterprise
Resource Planning (ERP) system or other internal and external system(s) as required.
This position is responsible for ensuring timely and accurate reporting of grant financials
by documenting and maintaining internal controls over federal and state grant awards,
developing and implementing related policies and procedures, and training employees
on these best practices. The Grants & Finance Specialist will work with departmental
project/program managers to create and manage budgets, support them in monitoring
and reconciling budgets, advise the use and tracking of multiple funding sources, and
serve as the subject matter expert for fiscal management of federal grants.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)

 • Responsible for timely and accurate federal, state and local financial reporting
 requirements and compliance
 • Maintain awareness of current federal and state grant regulations
 • Review terms and conditions of funding opportunities to advise the city before
 new grant applications are submitted, and for new or amended funding awards to
 advise the city before grant agreements are executed
 • Organize and maintain a system containing all grant data and documentation
 needed for internal and external audits
 • Prepare schedules to assure compliance with applicable laws and regulations
 under which grants were received.
 • Direct proper accounting structure in the ERP system to ensure compliance with
 grant terms and conditions and ensure data is easily accessible and reportable.
 • Assist departmental grant managers in creating grant budgets to allocate and




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Page 14 of 35
 track their funds
  • Coordinate and track receipt of reimbursements, and reconcile grant revenues,
 expenses, and accounts receivable balances for assigned grants and loans
  • Coordinate receipt and entry of electronic and paper receipts for assigned grants
 and loans as needed
  • Review payroll weekly to ensure correct organization sets and projects are
 selected as required
  • Confirm accuracy of year-end and beginning-of-year grant balances and
 information in the ERP system.
  • Ensure appropriate management and tracking of grants across fiscal years and
 life-to-date cycles, providing financial and budget related information, budgetary
 reviews, year-to-date and life-to-date reporting and other reporting as needed.
  • Ensure appropriate management and tracking of assigned loans, maintaining the
 terms and conditions of each loan, timely receipt of loans receivable, tracking
 cost allocation and payment of long-term debt, and supporting collection of
 delinquent loans
  • Perform specialized accounting functions for expense allocation across all
 assigned grants and loans, such as preparing and entering monthly journal
 entries to allocate benefits for grants
  • Perform and/or supervise grant and loan accounting duties such as the
 preparation of journal entries, bank statement reconciliation, general ledger
 account reconciliation and billing.
  • Ensure eligibility of all grant expenditures in compliance with each grantor’s
 regulatory requirements.
  • Prepare financial statements and reports as required and perform research and
 reporting as needed
  • Evaluate issues, identify concerns, and advise departmental leadership on
 opportunities for efficiencies and improvements related to fiscal management of
 grants
  • Collaborate with other accounting staff to ensure that all grant accounting issues
 are addressed and resolved in a timely fashion.
  • Work with City Auditors to update and submit annual audit-related requirements.
  • Advise departmental leadership and project managers to implement
 recommended corrective action to resolve any audit findings.
  • Develop and maintain relevant city-wide best practices, policies, procedures, and
 technologies.
  • Train staff on grants accounting policies and practices, as well as the effective
 use of the ERP.


Non-Essential Job Functions:
 • Other duties as required.



Qualifications/Basic Job Requirements:




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Page 15 of 35
 • Bachelor’s Degree in Accounting or Business and five years of grant
 accounting required. Master’s Degree is preferred. Additional experience
 may be substituted for a degree requirement on a two-for-one year basis.
 • Experience with account reconciliation, project & grant billing and tracking.
 • Must have a demonstrated ability to show great attention to detail.
 • Proficiency with Excel and strong working knowledge of computer systems,
 including Word and electronic file management required.
 • Ability to establish and maintain good relations with coworkers required.
 • Previous municipal fiscal experience preferred.
 • Ability to communicate effectively and work cooperatively with peers and
 management within and across departments.
 • Ability to appropriately deal with stress such that it does not interfere with
 performance of job duties required.
 • Ability to meet schedules and deadlines while working with minimal
 supervision.
 • Ability to actively support City diversity, equity, and cultural competency
 efforts within stated job responsibilities and work effectively across diverse
 cultures and constituencies.
 • Regular attendance is necessary and is essential to meeting the
 expectations of the job functions.
 • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.


Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.

_x_ seeing _x_ ability to
 move distances
 __ lifting (specify)
__ color perception within and
 between
 __ pounds
 (red, green, amber) warehouses/offices
 __ carrying
 (specify)
_x_ hearing/listening __ climbing
 __
 pounds
_x_ clear speech __ ability to mount
 and __ driving
 (local/over




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Page 16 of 35
_x_ touching
 dismount forklift/truck
 the road)
 _x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger




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Page 17 of 35
__ reading - basic __ math skills -
 basic _x_
 analysis/comprehension
_x_ reading - complex _x_ math skills - complex
 _x_
 judgment/decision
__ writing - basic _x_ clerical
 making
_x_ writing - complex
__ shift work __ outside
 __
 pressurized equipment
_x_ works alone __ extreme heat
 __ moving
 objects
_x_ works with others __ extreme cold
 __ high
 places
_x_ verbal contact w/others __ noise
 __ fumes/odors
_x_ face-to-face contact __ mechanical equipment
 __ hazardous
 materials
_x_ inside __ electrical
 equipment _x_
 dirt/dust

Supervision:
Directly Supervises: __0___ Indirectly Supervises: __0___

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________

Revised December 2019; July 2021; April 2024




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Page 18 of 35
 City of Burlington
 Job Description

Position Title: Billing and Administrative Accountant, Technical Services
Department: Department of Public Works
Reports to: Division Director of Technical Services
Pay Grade: 17 Job Code: TBD
Exempt/Non-Exempt: Non-Exempt (Due to Union Status) Union: AFSCME

General Purpose: The Technical Services Billing and Administrative Accountant is
responsible for overseeing and carrying out financial and administrative functions for the
Public Works Department, Technical Services Division under the supervision of the
Division Director Public Works-Technical Services. The Technical Services Billing and
Administrative Accountant will manage division level financial and administrative
operations including annual capital and operating budget preparation, capital project
accounting and administration, grant financial management, grant reporting, respond to
City and SEFA Audit questions, participate in the development and implementation of
financial management procedures led by the Clerk Treasurer’s Office, carry out
compliance and training activities.

Essential Job Functions: (This section outlines the fundamental job functions that
must be performed in this position. The “Qualifications/Basic Job Requirements” and
the “Physical and Mental/Reasoning Requirements and Work Environment” state the
underlying requirements that an employee must meet in order to perform these
essential functions. In accordance with the Americans with Disabilities Act, reasonable
accommodations may be made to qualified individuals with disabilities to perform the
essential functions of the position.)

Team Lead Functions

 • Assist the Division Director with adherence to proper accounting procedures performed
 by the Senior Engineers and their respective subordinate project managers
 • Assist the Division Director with planning, arranging and delivering training opportunities
 for the Technical Services Team

General Accounting Functions
 • For the Technical Services Division
 o Oversee general accounting duties including by not limited to the management,
 creation, review and approval of purchase orders, submitting invoices to
 accounts payable and preparing, verifying and processing journal entries while
 ensuring accurate coding and adequate documentation.
 o Monitor annual budget expenses lines, notifying budget managers and prepare
 budget amendments as necessary for the Clerk Treasurers Office review and
 processing.




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Page 19 of 35
 o Responsible for reconciliation of revenue collections and ensures accurate entry,
 identify variances and processes corrections as needed.
 o Prepare and review reports including, but not limited to, monthly budget reports,
 revenue tracking and accounts receivable. Investigate variances and ensure
 corrections are completed as appropriate.
 o Calculate and submit Annual Draft Technical Services Force Account Markup for
 the review and approval of the Vermont Agency of Transportation Audit Division
 o Make Force Account Billing Rate Adjustments within the Technical Service Team
 Billing System consistent with Vermont Agency of Transportation Audit Division
 Approved Force Account Markup Rate.
 o Responsible for Capital Accounting
 o Primary point of contact with Clerk Treasurers Office for Technical Services
 Division Finance Questions.
 o Provide Intermediate level technical support and training to the Technical
 Services Division staff utilizing the City’s financial software system.

Project Accounting & Financial Project Management Functions

 • For capital and grant funded projects related to the Technical Service Division Budgets
 o Assist in developing and managing capital project budgets, capital project billing,
 and overall project general accounting that aligns with the City’s policy,
 procedures and audit requirements and specifically:
 ▪ Initializing projects and project budgets in the City’s accounting system in
 collaboration with the Clerk/Treasurers Office.
 ▪ Oversee and perform the same general accounting duties as listed above
 for capital and grant funded project in addition to verifying and submitting
 pay requisitions and miscellaneous billing, submitting reimbursement
 requests to grant, loan or bond escrow agencies, managing accounts
 receivable, and reconciling general ledger, project, and miscellaneous
 billing.
 ▪ Collaborate with project managers to process and track invoices and
 reimbursements from various funding sources using City and Federal
 government accounting software.
 ▪ Monitor the financial performance of project accounts.
 ▪ For Technical Services Division Capital Projects that are eligible for
 impact fee reimbursement, manage the balance and planned expenditure
 of the impact fee budget.

Policy, Procedure and Compliance Function
 • Lead Technical Services Division participation in the development and implementation of
 financial management policies and procedures, including the creation and maintenance
 of appropriate forms and templates in coordination with the Clerk Treasurers Office.
 • Perform duties in a manner consistent with citywide project accounting procedures and
 policies, GAAP and GASB.
 • Together with the Technical Services Division Director serve as the Divisions’ lead
 supporting the Clerk Treasurers Office with the annual audit, the Schedule of
 Expenditures of Federal Awards (SEFA) audit, and other audits including but not limited
 to producing documentation and responding to auditor inquiries.
 • Ensure compliance with financial grant and loan reimbursement procedures and




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Page 20 of 35
 requirements for Federal, State and other funding sources.
 • Manage time collection system including establishing new people in timekeeping
 systems, preparing and reviewing overhead/indirect rates, processing monthly internal
 and external billing and reimbursement, running regular timekeeping reports for the
 Technical Services Division Director and Management Team.
 • Track success of divisions’ financial key performance indicators and recommend
 strategies for improvement.
 • Communicate and collaborate regularly on financial matters with officials at all levels
 within the City Administration and other City departments as well as external consultants
 and contractors.

Administrative Duties

 • Administrative support for the Technical Services Division on various items including, but
 not limited to:
 o Serve in a leadership roles to ensure the City’s purchasing policy is being
 followed and adhered to.
 o Ensure financial documentation of the Technical Services Division is filed and
 retained in an orderly manner, including organization by grant, project, funding,
 and fiscal year.
 o Assisting project managers with the release of requests for quotes, proposals or
 bid documents.
 o Assist in the packaging and preparation of Technical Service Division Agenda
 items for the Board of Finance and City Council consideration.
 o Assist Project Managers in uploading contract documentation to the City’s
 Contract Management Software. Documents that normally include, Contracts,
 Contract Amendments, Union Deterrence, Livable Wage, and Insurance
 certifications.
 o Ensure Annual Livable Wage Certifications are current and on file for City
 Attorney’s Office for review. Perform follow up with project managers that are
 delinquent to bring into compliance.
 o Collaborate and work cooperatively. Communicate regularly with officials at all
 levels within the City Administration; City Department; Consultants and
 Contractors.


Non-Essential Job Functions:
 • Perform other duties as may be required.

Qualifications/Basic Job Requirements

 o Bachelor’s Degree in Accounting or related field with at least 3 years of relevant
 experience required. Additional experience may be substituted for a degree
 requirement on a two-for-one year basis.
 o Minimum 2-years experience supervisory/leadership experience preferred.
 o Must have a demonstrated ability to show great attention to detail.
 o Must be consistent and accurate.
 o Ability to work well under pressure and appropriately deal with stress.
 o Ability to communicate effectively and work cooperatively with supervisor,




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 Page 21 of 35
 subordinates and other departments.
 o Ability to communicate effectively both orally and in writing with City management
 and departmental staff.
 o Strong professional communication skills both oral and written required.
 o Proficient in utilizing word processing and spreadsheet software required.
 o Thorough knowledge of general accounting principles and practices required.
 o Proficiency in financial accounting software preferred.
 o Experience in billing and project tracking preferred.
 o Experience or background in a municipal setting preferred.
 o Must possess strong organizational skills.
 o Ability to prioritize workflow, meet established deadlines and work under
 pressure.
 o Ability to work independently and as part of a team.
 o Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
 o Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
 o Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
 o Ability to understand and comply with City standards, safety rules and personnel
 policies.



 Physical & Mental/Reasoning Requirements; Work Environment:
 These are the physical and mental/reasoning requirements of the position as it is
 typically performed. Inability to meet one or more of these physical or mental/reasoning
 requirements will not automatically disqualify a candidate or employee from the position.


x x ability to move distances within warehouses and
 seeing offices
 color perception (red, green, lifting (specify 30 pounds)
 amber)
x hearing/listening carrying (specify 30 pounds)
x clear speech climbing
x touching driving
x dexterity x hand x finger ability to mount and dismount forklift
 reading – basic pushing/pulling
x reading – complex shift work
 math skills – basic moving objects
x math skills – complex pressurized equipment
 writing – basic extreme heat
x writing – complex extreme cold
x analysis/comprehension high places
x judgment/decision making noise




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 Page 22 of 35
 clerical fumes/odors
x inside dirt/dust
 outside hazardous materials
x works alone electrical equipment
x works with others mechanical equipment
x face-to-face contact
x verbal contact w/others

 Supervision:

 Directly Supervises: __0__ Indirectly Supervises: _____

 Disclaimer:
 The above statements are intended to describe the general nature and level of work
 being performed by employees to this classification. They are not intended to be
 construed as an exhaustive list of all responsibilities, duties and/or skills required of all
 personnel so classified Revised & Reclassified June, 2024




 Page 80 of 111
Page 23 of 35
 City of Burlington
 Job Description

Position Title: Senior Accountant
Department: Clerk/Treasurer
Reports to: Assistant Director of Finance or Comptroller
Pay Grade: 18 Job Code: 325
Exempt/Non-Exempt: Exempt Union: Non-Union

Remote Work Rating: Tier 3

General Purpose: This position provides senior level accounting services in support of
the City’s central accounting function. The position requires advanced knowledge of
accounting and Generally Accepted Accounting Principles (GAAP). This position
ensures the integrity of accounting information by reviewing, recording and verifying
general ledger account activity for all City Departments, except for the Burlington
Electric Department (BED) & School. Responsible for senior level reconciliation of
complex accounts and review of activity proposed by junior staff. Monitor and evaluate
general ledger accounts for accuracy monthly. The position will assist in the
development of strategies to improve performance & reporting. Position may also
provide accounting services to several other major City Departments, including
Enterprise Funds and Special Revenue Funds. This position is distinguished from other
financial positions by the level of independent judgment and initiative required in
planning, developing, training and implementing system changes that is needed to
analyze data and provide accurate reporting.

In addition to the core purpose listed above, this position will also have a focus area
either in banking & cash, capital projects, and/or grants management – as discussed
with Employee’s supervisor.

Essential Job Functions:

 • Perform and/or oversee accounting duties such as the preparation of journal
 entries, bank statement reconciliation, and general ledger account reconciliation.
 • Responsible for reconciliation of the City’s more complex bank statements and General
 Ledger activity.
 • Analyze financial information and prepare documentation and reports associated with
 reconciliations, departmental budgets and other data as needed.
 • Leads staff on the monitoring and reconciliation of the City’s balance sheet and income
 statement accounts.
 • Reconcile sub-ledgers to appropriate general ledger accounts. Ensure accurate entry,
 identify variances and work with City staff to process corrections as needed.




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Page 24 of 35
  • Trains appropriate staff in Clerk/Treasurer’s Department and other City Departments on
 policies & procedures necessary to accurately provide information & documentation
 appropriate for ledger processing.
  • Assists in the development and maintenance of appropriate accounting standards and
 procedures in accordance with Generally Accepted Accounting Principles (GAAP) and
 other regulatory guidelines and requirements.
  • Prepares, verifies and processes various journal entries, budget amendments and
 allocations. Ensure accurate coding and adequate documentation.
  • Assists with audit and year-end preparation including deferred revenues, generating and
 processing entries, tracking various funds and entry types, gathering documentation and
 working with various City staff to reconcile account variances.
  • Develops, design, and provides financial and budget related information and
 tools, including budgetary reviews, prepare budget vs. actual statements and
 reports as needed.
  • Works with Departments that have external software that interfaces and provides
 financial data to the City for entry in General Ledger. Ensure departments are compliant
 and providing accurate financial records before interfacing with General Ledger.
  • Provides assistance to Departments by providing financial information analysis &
 reporting.
  • Assists in the preparation of the City’s budget.
  • Performs or oversees the development and reporting of the City’s cost allocation plan(s).

As Assigned:
 • Prepares, review and execute ACH, EFT and Wire transfers for City departments, Special
 Revenue Funds and Enterprise Funds as needed.
 • Assists the ADF with preparation of cash flows and cash management.
 • Responsible for maintaining, updating and reporting on the City's bonds and debt
 schedules. Verify amortization schedules to accurately generate and process payments
 due in a timely fashion. Follow up with appropriate City personnel to ensure timely
 payment of debt and reimbursement to the City's pooled cash fund.
 • Responsible for developing and maintenance of grants tracking software to ensure all
 grants are captured, accurately classified and links in place to produce annual Schedule of
 Expenditures of Federal Awards (SEFA).
 • Responsible for developing and maintenance of project tracking software to ensure all
 capital projects are captured, accurately classified and links in place to produce reporting
 for annual and year-to-date data.
 • Review and ensure requests for budget amendments, use of fund balance and other
 balance forward entries are accurate and follow Board of Finance and City Council
 authorization.


Non-Essential Job Functions:
  • Performs other duties as required.




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Page 25 of 35
Qualifications/Basic Job Requirements:
  • Bachelor’s Degree in Accounting Business Administration, or related field and
 with three (3) years of relevant accounting and banking experience required.
 Additional experience may be substituted for a degree requirement on a two-for-
 one year basis.
  • Prior municipal experience and bond experience are preferred.
  • Required three (3) years of more complex reconciliations.
  • Knowledge of business concepts, best practices as they relate to departmental
 activities.
  • Proven technical expertise working with multiple software applications to
 generate, format and import data from various sources.
  • Proven technical expertise to generate, format and import data from various
 sources.
  • Thorough knowledge of general accounting principles and practices required.
  • Working knowledge of computerized accounting systems including the ability to
 operate spreadsheets, word-processing, and database software in a Windows
 based environment.
  • Critical thinking and analytical skills required.
  • Must be consistent and accurate.
  • Initiative, creativity, and attention to detail required.
  • Strong problem solving and organizational skills required.
  • Ability to work well under pressure and appropriately deal with stress.
  • Ability to meet schedules and deadlines while working with minimal supervision.
  • Ability to work independently and in a team environment.
  • Ability to communicate effectively both orally and in writing with City management
 and departmental staff.
  • Ability to establish and maintain good relations with co-workers.
  • Ability to listen to and appropriately react to a supervisor’s constructive criticism and
 incorporate said criticism to improve performance.
  • Flexibility, adaptability and commitment to constant improvement and innovation.
  • Ability to actively support City diversity, equity, and cultural competency efforts
 within stated job responsibilities and work effectively across diverse cultures and
 constituencies.
  • Demonstrated commitment to diversity, equity and inclusion as evidenced by
 ongoing trainings and professional development.
  • Regular attendance is necessary and is essential to meeting the expectations of
 the job functions.
  • Ability to understand and comply with City standards, safety rules and personnel
 policies.

Physical & Mental/Reasoning Requirements; Work Environment:
These are the physical and mental/reasoning requirements of the position as it is
typically performed. Inability to meet one or more of these physical or mental/reasoning
requirements will not automatically disqualify a candidate or employee from the position.




 Page 83 of 111
 Page 26 of 35
 Upon request for a reasonable accommodation, the City may be able to adjust or
 excuse one or more of these requirements, depending on the requirement, the essential
 function to which it relates, and the proposed accommodation.

x x ability to move distances within warehouses and
 seeing offices
 color perception (red, green, x lifting (specify 20 pounds)
 amber)
x hearing/listening x carrying (specify 20 pounds)
x clear speech climbing
x touching driving
x dexterity x hand x finger ability to mount and dismount forklift
 reading – basic pushing/pulling
x reading – complex shift work
 math skills – basic moving objects
x math skills – complex pressurized equipment
 writing – basic extreme heat
x writing – complex extreme cold
x analysis/comprehension high places
x judgment/decision making noise
x clerical fumes/odors
x inside dirt/dust
 outside hazardous materials
x works alone electrical equipment
x works with others mechanical equipment
x face-to-face contact
x verbal contact w/others




 Page 84 of 111
Supervision:

Directly Supervises: __0__ Indirectly Supervises: __0__

Disclaimer:
The above statements are intended to describe the general nature and level of work
being performed by employees to this classification. They are not intended to be
construed as an exhaustive list of all responsibilities, duties and/or skills required of all
personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________

Revised February 2016. Revised January 2019. Revised December 2021, Revised
January 2023 with Remote Work Rating.

This position description is provided to AFSCME for information only. The City has no obligation to
negotiate with AFSCME regarding changes in position descriptions. The City’s provision of revised
position descriptions is in no way an admission of any obligation to negotiate or voluntary commitment to
negotiate changes in position descriptions.




 Page 85 of 111
 City of Burlington
 Job Description

Position Title: Grants Associate
Department: Clerk/Treasurer
Reports to: Senior Grants Manager
Pay Grade: 15 Job Code: TBD
Exempt/Non-Exempt: Non-Exempt Union: AFSCME
Remote Work Rating: Tier 3

General Purpose: The Grants Associate provides critical support to the Senior Grants Manager
to research and provide recommendations to the City of Burlington for its grants program, with a
focus on identification and tracking of relevant opportunities resulting from historic levels of
federal and state funding The Grants Associate will form relationships with relevant state and
federal officials ensuring a reliable flow of information, work closely with City leadership to
examine the available opportunities and prioritize them according to City relevance and need,
and may also help the Senior Grants Manager to respond to individual proposal efforts as
directed.


Essential Job Functions: (This section outlines the fundamental job functions that must be
performed in this position. The “Qualifications/Basic Job Requirements” and the “Physical and
Mental/Reasoning Requirements and Work Environment” state the underlying requirements that
an employee must meet in order to perform these essential functions. In accordance with the
Americans with Disabilities Act, reasonable accommodations may be made to qualified
individuals with disabilities to perform the essential functions of the position.)
 • Conduct thorough and detailed research on funding programs resulting from the
 American Rescue Plan Act, Infrastructure Bill potential Build Back Better Bill, and other
 relevant federal and state legislation to determine relevance of funding opportunities to
 the City and its departments.
 • Work closely under the direction of the Senior Grants Manager to implement a system to
 track grant opportunities relevant to the City of Burlington based on programs and
 services offered by the city and areas of need.
 • Develop relationships with federal and state officials as needed.
 • Clearly communicate grant information to and work with leadership and applicable
 departmental subject matter experts on funding opportunities.
 • Help leadership team to prioritize City-wide grant opportunities.
 • Actively communicate with City leadership and specialized staff to better understand
 departmental needs and to ensure grant applications capture positive impact of funds
 • Under direction of Senior Grants Manager, work on individual proposal responses,
 working closely with departmental technical experts, and others as needed.
 • Together with Senior Grants Manager present all city-wide grant data to leadership and
 City Council




 Page 86 of 111
 • Grant support for the Office of Racial Equity, Inclusion & Belonging (REIB)

Non-Essential Job Functions:
  • Performs other duties as required.

Qualifications/Basic Job Requirements:
  • Bachelor’s Degree in relevant field. Additional experience may be substituted for a
 degree requirement on a two-for-one year basis.
  • Three years (3) of relevant work experience required. Demonstrated successful
 experience writing and applying for federal or state grants a big plus.
  • Working knowledge of computers including the ability to operate spreadsheets, word-
 processing, and database software in a Windows based environment.
  • Must be consistent and accurate.
• Initiative, creativity, and attention to detail required.
• Strong problem solving and organizational skills required.
  • Ability to work well under pressure and appropriately deal with stress.
• Ability to work independently and in a team environment.
• Flexibility, adaptability and commitment to constant improvement and innovation.
  • Ability to actively support City racial equity, inclusion and belonging efforts within
 stated job responsibilities and work effectively across diverse cultures and constituencies.
  • Regular attendance is necessary and is essential to meeting the expectations of the job
 functions.
  • Ability to understand and comply with City standards, safety rules and personnel policies.

Physical & Mental/Reasoning Requirements: Work Environment:
These are the physical and mental/reasoning requirements of the position as it is typically
performed. Inability to meet one or more of these physical or mental/reasoning requirements
will not automatically disqualify a candidate or employee from the position. Upon request for a
reasonable accommodation, the City may be able to adjust or excuse one or more of these
requirements, depending on the requirement, the essential function to which it relates, and the
proposed accommodation.
_x_ seeing _x_ ability to
 move distances
 _x_ lifting (specify)
__ color perception within and
 between 30
 pounds
 (red, green, amber) warehouses/offices
 _x_ carrying (specify)
_x_ hearing/listening __ climbing
 30 pounds
__ clear speech __ ability to mount
 and __ driving
 (local/over




 Page 87 of 111
_x_ touching dismount
 forklift/truck the
 road)
 _x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic
 _x_
 analysis/comprehension
_x_ reading – complex _x_math skills - complex
 _x_
 judgment/decision
__ writing - basic __ clerical
 making
_x writing - complex
__ shift work __ outside
 __
 pressurized equipment
_x works alone __ extreme heat
 __ moving
 objects
_x works with others __ extreme cold
 __ high places
_x verbal contact w/others __ noise
 __ fumes/odors
_x face-to-face contact __ mechanical equipment
 __ hazardous
 materials
_x_ inside __ electrical
 equipment __
 dirt/dust

Supervision:

Directly Supervises: _0___ Indirectly Supervises: _0___

Disclaimer:
The above statements are intended to describe the general nature and level of work being
performed by employees to this classification. They are not intended to be construed as an
exhaustive list of all responsibilities, duties and/or skills required of all personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________




 Page 88 of 111
Created December 202, July 2022, Revised January 2023 with Remote Work Rating.




 Page 89 of 111
 City of Burlington
 Job Description

Position Title: Grants Associate & Philanthropy Advisor
Department: Department of Finance & Administration
Reports to: Director of Grants & Administrative Affairs
Pay Grade: 16 Job Code:
Exempt/Non-Exempt: Non-Exempt Union: AFSCME
Remote Work Rating: Tier 3

General Purpose: The Grants Associate & Philanthropy Advisor provides critical support to the
Director of Grants & Administrative Affairs. This position is responsible for leading the research
of grant opportunities, responding to individual proposals, researching and advising relationships
with philanthropists, and recommending the use of such opportunities. The Grants Associate &
Philanthropy Advisor will support grant compliance activities, audit and reporting requirements,
and will lead assessments and strategic planning to build relationships with philanthropists. This
position will form and maintain relationships with relevant local, state, federal officials and
partners to ensure a reliable flow of information, and will work closely with leadership to
examine the available opportunities and prioritize them according to City relevance and need.

Essential Job Functions: (This section outlines the fundamental job functions that must be
performed in this position. The “Qualifications/Basic Job Requirements” and the “Physical and
Mental/Reasoning Requirements and Work Environment” state the underlying requirements that
an employee must meet in order to perform these essential functions. In accordance with the
Americans with Disabilities Act, reasonable accommodations may be made to qualified
individuals with disabilities to perform the essential functions of the position.)
 • Conduct thorough and detailed research on funding programs to determine relevance of
 funding opportunities to the City and its departments.
 • Conduct thorough research, outreach, and document findings that assess the philanthropic
 landscape and advise leadership on best practices and opportunities for successful
 philanthropic engagement.
 • Maintain a transparent system to track and clearly communicate grant opportunities and
 awards
 • Collaborate with departmental leadership to better understand their needs and the areas
 that require additional resources for funding or administrative support
 • As directed, advise city leadership on grants that have multi-departmental benefits and on
 grant opportunities not already within a department.
 • Manage a transparent system for project and program prioritization and the strategy for
 aligning those with grant opportunities
 • As directed, provide expert-level technical writing and management of individual
 proposal responses, working closely with departmental technical experts, and others as
 needed to prepare accurate, competitive, and timely proposals.




 Page 90 of 111
 • Advise departmental grant managers on best practices for grant acceptance and
 management.
 • Support the Grants & Finance Specialist with internal systems and procedures to
 strengthen grant compliance and audit requirements.
 • As directed, prepare and implement policies and procedures related to pre-award and
 post-award grant activities.
 • Develop and regularly update the gap analysis of financial and fundraising needs in
 collaboration with leadership
 • Evaluate scenarios that could fill the financial and fundraising gaps
 • Regularly coordinate across departments and with leadership to identify the focus areas
 that could be demonstrably impacted by philanthropy
 • Develop and regularly update a strategic plan that identifies the financial and fundraising
 gaps of each focus area and advises the financial targets and timelines to fill gaps
 • Advise leadership and work across departments to implement the selected strategies that
 • Develop a strategic outreach and communication plan to build effective relationships
 with philanthropists
 • Advise leadership and work across departments to maintain effective relationships with
 philanthropists
 • Prepare and implement policies and procedures related to municipal philanthropy.
 • Develop relationships with federal and state officials as needed.
 • Maintain relationships with departmental leadership and external partners
 • Provide support to prepare and present all city-wide grant data and philanthropy activities
 to leadership and City Council

Non-Essential Job Functions:
  • Performs other duties as required.

Qualifications/Basic Job Requirements:
  • Bachelor’s Degree in relevant field. Additional experience may be substituted for a
 degree requirement on a two-for-one year basis.
  • Five years (5) of relevant work experience required. Demonstrated successful experience
 writing and applying for federal or state grants preferred.
  • Working knowledge of computers including the ability to operate spreadsheets, word-
 processing, and database software in a Windows based environment.
  • Some experience in nonprofit fundraising or grantmaking preferred
  • Must be consistent and accurate.
• Initiative, creativity, and attention to detail required.
• Strong problem solving and organizational skills required.
  • Ability to work well under pressure and appropriately deal with stress.
• Ability to work independently and in a team environment.
• Flexibility, adaptability and commitment to constant improvement and innovation.
  • Ability to actively support City racial equity, inclusion and belonging efforts within
 stated job responsibilities and work effectively across diverse cultures and constituencies.
  • Regular attendance is necessary and is essential to meeting the expectations of the job
 functions.




 Page 91 of 111
 • Ability to understand and comply with City standards, safety rules and personnel policies.
 • Some weekends and evenings may be required.

Physical & Mental/Reasoning Requirements: Work Environment:
These are the physical and mental/reasoning requirements of the position as it is typically
performed. Inability to meet one or more of these physical or mental/reasoning requirements
will not automatically disqualify a candidate or employee from the position. Upon request for a
reasonable accommodation, the City may be able to adjust or excuse one or more of these
requirements, depending on the requirement, the essential function to which it relates, and the
proposed accommodation.
_x_ seeing _x_ ability to
 move distances
 _x_ lifting (specify)
__ color perception within and
 between 30
 pounds
 (red, green, amber) warehouses/offices
 _x_ carrying (specify)
_x_ hearing/listening __ climbing
 30 pounds
__ clear speech __ ability to mount
 and __ driving
 (local/over
_x_ touching dismount
 forklift/truck the
 road)
 _x_ dexterity __ pushing/pulling
 _x_ hand
 _x_ finger
__ reading - basic __ math skills - basic
 _x_
 analysis/comprehension
_x_ reading – complex _x_math skills - complex
 _x_
 judgment/decision
__ writing - basic __ clerical
 making
_x writing - complex
__ shift work __ outside
 __
 pressurized equipment
_x works alone __ extreme heat
 __ moving
 objects
_x works with others __ extreme cold
 __ high places




 Page 92 of 111
_x verbal contact w/others __ noise
 __ fumes/odors
_x face-to-face contact __ mechanical equipment
 __ hazardous
 materials
_x_ inside __ electrical
 equipment __
 dirt/dust

Supervision:

Directly Supervises: _0___ Indirectly Supervises: _0___

Disclaimer:
The above statements are intended to describe the general nature and level of work being
performed by employees to this classification. They are not intended to be construed as an
exhaustive list of all responsibilities, duties and/or skills required of all personnel so classified.

Approvals:

 Department Head: _____________________________ Date: __________

 Human Resources: _____________________________ Date: __________

Created December 202, July 2022, Revised January 2023 with Remote Work Rating.




 Page 93 of 111
 DEPARTMENT OF FINANCE & ADMINISTRATION (DFA)
 FEBRUARY 2026 - PROPOSED



 Chief Administrative
 Officer
 MF – CAO
 Katherine Schad




 Interim City Assessor Director of Human Council & Licensing Senior Policy and Data Capital Program Director Financial & Budget Payroll and Compliance
 Director of Finance Assistant City Clerk Chief Innovation Officer Grants Director
 Resources Coordinator Analyst NU – 23 Manager Manager
 NU – 21 MF – DFO NU – 21 MF – CIO NU - 22
 MF – HR DIRECTOR AFSCME - 17 NU - 20 NU - 22 NU – 21
 Traci Isham Brad Kukenberger Sarah Montgomery Scot Barker Ashley Parker Nicole Losch
 Lynn Reagan Lori Olberg Nancy Stetson Jason Gow Laurie Thompson



 Grants and Finance Senior Payroll and
 Specialist Retirement Administrator
 AFSCME – 18 AFSCME – 18
 Chanel Bastian Lisa Heald



 Grants Associate &
 Payroll Administrator II
 Philanthropy Advisor
 AFSCCME – 17
 AFSCME – 16
 Mary Fortier
 Sarah Bermingham




 Payroll Administrator II
 AFSCME – 17
 Selene Hofer-Shall




 1




Page 94 of 111
 FINANCE OFFICE
 FEBRUARY 2026 - PROPOSED
 Director of Finance
 MF – DFO
 Brad Kukenberger



 Assistant Director of
 Comptroller Revenue Operations
 Finance
 NU – 25 NU - 21
 NU - 23
 Dena Thompson Traci Isham
 Darlene Bayko



 Accounting Assistant I – Accounts Receivable
 Chief Accountant
 A/P Coordinator
 NU – 23
 AFSCME – 15 AFSCME - 17
 VACANT
 Jennifer Blow Stephen Schoeffel



 Grants & Finance
 Senior Accountant
 Coordinator
 NU - 18
 AFSCME - 15
 Pam McDonald
 Ana-Maria Robu



 Cash & Banking
 Senior Accountant
 Accountant
 NU – 18
 NU - 18
 Stephen Donahue
 Kirsten Pigford (KP)



 Senior Accountant Lead A/P Analyst
 NU – 18 AFSCME – 16
 Michelle Commoss Brandi Lena-Butterfield



 Purchasing Coordinator &
 Financial Assistant
 AFSCME – 16
 Lisa Roach 2




Page 95 of 111
 CLERK’S OFFICE
 FEBRUARY 2026 - PROPOSED




 Assistant City Clerk
 NU - 21
 Sarah Montgomery



 Customer Service Customer Service Customer Service Customer Service NPA Public Engagement
 Associate City Clerk
 Associate Associate Associate Associate Specialist
 AFSCME - 17
 AFSCME - 14 AFSCME - 14 AFSCME - 14 AFSCME - 14 AFSCME - 14
 Tenzin Chokden
 Phil Lalime Laurie Buker Willow Butler Shaunie Farmer Barbara Turnbull




 3




Page 96 of 111
 HUMAN RESOURCES OFFICE
 FEBRUARY 2026




 Director of Human
 Resources MF –
 HR Director
 Lynn Reagan




 Human Resources Talent,
 Assistant Director -Benefits Human Resources Human Resources Generalist Human Resources Manager Human Resources Manager Human Resources Manager Development, and Diversity Safety Manager
 & Risk Management Administrator NU – 17 NU – 20 NU – 20 NU – 20 Manager NU - 20
 NU - 23 NU – 15 Jessie Anderson Tony Berry Tim Clancy Orieta Glozheni NU – 20 Tim Williams
 VACANT Meaghan Diffenderfer Vanessa Santos Eugenio




 4




Page 97 of 111
 INNOVATION AND TECHNOLOGY (IT) OFFICE
 FEBRUARY 2026




 Chief Innovation
 Officer
 Scot Barker



 Senior Software Senior Network Technology Support Technology Support Technology Support Asset Management &
 Cybersecurity Analyst City Data Analyst
 Engineer Engineer Specialist Specialist Specialist GIS Coordinator
 NU – 19 NU - 19
 NU - SSE NU - SNE AFSCME – TSS AFSCME - TSS AFSCME - TSS NU - 20
 Samuel Barrows Jeffrey Nicholson
 Scott Duckworth Antonio Guerrero Christopher Broe Dodit Tshibamba VACANT Warren Rich




 5




Page 98 of 111
 ASSESSOR’S OFFICE
 FEBRUARY 2026


 Interim City Assessor
 NU - 21
 Traci Isham



 Assessment Specialist Assessment Analyst
 AFSCME – 18 AFSCME - 17
 Kenneth Nosek Jared Rogers
 6




Page 99 of 111
 DEPARTMENT OF FINANCE & ADMINISTRATION (DFA)
 JANUARY 2026



 Chief Administrative
 Officer
 MF – CAO
 Katherine Schad




 Interim City Assessor Director of Human Council & Licensing Senior Policy and Data Capital Program Director Financial & Budget Payroll and Compliance
 Director of Finance Assistant City Clerk Chief Innovation Officer Grants Director
 Resources Coordinator Analyst NU – 23 Manager Manager
 NU – 21 MF – DFO NU – 21 MF – CIO NU - 22
 MF – HR DIRECTOR AFSCME - 17 NU - 20 NU - 22 NU – 21
 Traci Isham Brad Kukenberger Sarah Montgomery Scot Barker Ashley Parker Nicole Losch
 Lynn Reagan Lori Olberg Nancy Stetson Jason Gow Laurie Thompson



 Grants and Finance Senior Payroll and
 Specialist Retirement Administrator
 AFSCME – 16 AFSCME – 18
 Chanel Bastian Lisa Heald




 Grants Associate Payroll Administrator II
 AFSCME – 15 AFSCCME – 17
 Sarah Bermingham Mary Fortier




 Payroll Administrator II
 AFSCME – 17
 Selene Hofer-Shall




 1




Page 100 of 111
 FINANCE OFFICE
 JANUARY 2026
 Director of Finance
 MF – DFO
 Brad Kukenberger



 Assistant Director of
 Comptroller Revenue Operations
 Finance
 NU – 25 NU - 21
 NU - 23
 Dena Thompson Traci Isham
 Darlene Bayko



 Accounts Receivable
 Chief Accountant Accounting Assistant
 Coordinator
 NU – 23 AFSCME – 14
 AFSCME - 17
 VACANT Jennifer Blow
 Stephen Schoeffel



 Grants & Finance
 Senior Accountant
 Coordinator
 NU - 18
 AFSCME - 15
 Pam McDonald
 Ana-Maria Robu



 Cash & Banking
 Senior Accountant
 Accountant
 NU – 18
 NU - 18
 Stephen Donahue
 Kirsten Pigford (KP)



 Billing and Administrative Accounting Assistant –
 Accountant A/P
 AFSCME - 17 AFSCME – 14
 Michelle Commoss Brandi Lena-Butterfield



 Purchasing Coordinator &
 Financial Assistant
 AFSCME – 16
 Lisa Roach 2




Page 101 of 111
 CLERK’S OFFICE
 JANUARY 2026




 Assistant City Clerk
 NU - 21
 Sarah Montgomery



 Customer Service Customer Service Customer Service Customer Service NPA Public Engagement
 Associate City Clerk
 Associate Associate Associate Associate Specialist
 AFSCME - 17
 AFSCME - 14 AFSCME - 14 AFSCME - 14 AFSCME - 14 AFSCME - 14 (PT)
 Tenzin Chokden
 Phil Lalime Laurie Buker Willow Butler Shaunie Farmer Barbara Turnbull




 3




Page 102 of 111
 HUMAN RESOURCES OFFICE
 JANUARY 2026




 Director of Human
 Resources
 MF – HR Director
 Lynn Reagan




 Human Resources Talent,
 Assistant Director -Benefits Human Resources Human Resources Generalist Human Resources Manager Human Resources Manager Human Resources Manager Development, and Diversity Safety Manager
 & Risk Management Administrator NU – 17 NU – 20 NU – 20 NU – 20 Manager NU - 20
 NU - 23 NU - 15 Jessie Anderson Tony Berry Tim Clancy Orieta Glozheni NU – 20 Tim Williams
 VACANT Meaghan Diffenderfer Vanessa Santos Eugenio




 4




Page 103 of 111
 INNOVATION AND TECHNOLOGY (IT) OFFICE
 JANUARY 2026




 Chief Innovation Officer
 MF - CIO
 Scot Barker




 Senior Software Engineer Technology Support Technology Support Technology Support Asset Management & GIS
 Senior Network Engineer Cybersecurity Analyst City Data Analyst
 Specialist Specialist Specialist Coordinator
 NU – SSE NU – SNE NU – 19 NU - 19
 AFSCME – TSS AFSCME - TSS AFSCME – TSS NU - 20
 Scott Duckworth Antonio Guerrero Samuel Barrows Jeffrey Nicholson
 Christopher Broe Dodit Tshibamba VACANT Warren Rich




 5




Page 104 of 111
 ASSESSOR’S OFFICE
 JANUARY 2026


 Interim City Assessor
 NU - 21
 Traci Isham


 Assessment
 Assessment Analyst
 AFSCME - 18
 AFSCME – 17
 Specialist Kenneth
 Jared Rogers
 Nosek 6




Page 105 of 111
 Board of Finance and City Council Submission Checklist
 Version: April 2025

 Dept. of Finance & Brad Kukenberger
 Department: Administration Submitter:
 Request for Job Description Updates and Position Reclassifications Department of
 Title/Subject: Finance and Administration

 Approval Requested: Meeting Date:
 ☒ Board of Finance 2/9/2026
 ☒ City Council 2/17/2026
 ☐ Both BOF and Council Click or tap to enter a date.

Instructions
 1. This form must be completed by the person submitting the materials.
 2. This form must be sent with the final submission of materials in advance of the meeting.
 3. Do not indicate that a sign-off was received until it has actually been obtained.
 4. Commission reports and presentations do not need to be reviewed by the CAO or Attorneys.
 5. Name the reviewing Attorney or HR Manager in the Note column.


 Signoff Needed Received? Approval Date Note
 Department Head Yes 2/2/2026 Katherine Schad

 Mayor’s Office Yes 2/5/2026 Erin Jacobsen
 Board/Commission Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.
 City Attorney’s Office for memo and Choose an Click or tap to Click or tap here to enter text.
 contracts or legal documents item. enter a date.
 City Attorney’s Office for memo and Yes 2/4/2026 Erik Ramikrishnan
 motion(s) or resolution(s)
 CAO for budget, financing, and memo Yes 2/2/2026 Katherine Schad
 Human Resources, if personnel action Yes 2/2/2026 Tim Clancy
 or policy
 CIO, if IT-related Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.




 Page 106 of 111
 Board of Finance and City Council Submission Checklist
 Version: April 2025

 Dept. of Finance & Brad Kukenberger
 Department: Administration Submitter:

 Title/Subject: FY2026 General Fund Budget to Actuals – Q2 update

 Approval Requested: Meeting Date:
 ☒ Board of Finance 2/9/2026
 ☐ City Council Click or tap to enter a date.
 ☐ Both BOF and Council Click or tap to enter a date.

Instructions
 1. This form must be completed by the person submitting the materials.
 2. This form must be sent with the final submission of materials in advance of the meeting.
 3. Do not indicate that a sign-off was received until it has actually been obtained.
 4. Commission reports and presentations do not need to be reviewed by the CAO or Attorneys.
 5. Name the reviewing Attorney or HR Manager in the Note column.


 Signoff Needed Received? Approval Date Note
 Department Head Yes 2/2/2026 Katherine
 Click or tapSchad
 here to enter text.

 Mayor’s Office Yes 2/5/2026 Erin
 Click Jacobsen
 or tap here to enter text.
 Board/Commission Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.
 City Attorney’s Office for memo and Choose an Click or tap to Click or tap here to enter text.
 contracts or legal documents item. enter a date.
 City Attorney’s Office for memo and Yes 2/4/2026 Click or tap here to enter text.
 motion(s) or resolution(s) Erik Ramikrishnan
 CAO for budget, financing, and memo Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.
 Human Resources, if personnel action Choose an Click or tap to Click or tap here to enter text.
 or policy item. enter a date.
 CIO, if IT-related Choose an Click or tap to Click or tap here to enter text.
 item. enter a date.




 Page 107 of 111
 CITY OF BURLINGTON
 Department of Finance & Administration

TO: Board of Finance
FROM: Brad Kukenberger, Director of Finance
DATE: February 9, 2026
RE: FY2026 Q2 General Fund Budget Performance




Executive Summary
This memorandum provides a high-level overview of the General Fund's budget-to-actual performance through
the second quarter of FY2026 (July 1, 2025 through December 31, 2025), representing 50% of the fiscal year.
All figures are presented on a modified accrual basis consistent with GAAP reporting standards.

Metric Amended Budget YTD Actual* % of Budget
Total Revenues $110,613,056 $51,879,616 46.9%
Total Expenditures $111,049,901 $51,081,236 46%
Net Position ($436,845) $798,380
*Modified accrual basis: Revenue includes $25.4M property tax accrual (50% of levy); Expenditures include $10.6M employee benefits
accrual (50% of budget)


Year-End Projection
Based on current trends and established projection methodologies, we anticipate the following year-end
position:
Projected Revenues $107,379,963
Projected Expenditures $107,475,972
Projected Surplus/(Deficit) ($96,009)

Projection assumptions:
 • Revenues: Property taxes at budget; other categories annualized based on current collection rates,
 with Gross Receipts adjusted for the declining trend identified below
 • Personnel & Benefits: 95% of budget (reflecting current vacancy savings rate)
 • General Operating: Adopted budget
 • All other categories: 100% of budget

Revenue Performance
Key revenue observations:
 • Property Taxes: $25.4 million recognized (50.0% of budget) – modified accrual basis reflects 50% of
 annual levy; historical collections rate is 99.7% of budgeted property taxes.
 • Sales Tax Equivalents: $5.3 million collected (40.6% of budget) – includes Gross Receipts and Local
 Option Sales Tax; see detailed analysis below
 • PILOT & Development Fees: $4.8 million collected (57.3% of budget) – ahead of pace due to timing of
 utility PILOT payments
 • Fees for Services: $6.7 million collected (44.4% of budget) – slightly under pace; monitoring
 ambulance and recreation fees
 • Fines & Penalties: $1.1 million collected (52.4% of budget) – parking fines tracking on target

Gross Receipts Tax through November 30, 2025




 Page 108 of 111
Gross Receipts tax collections provide insight into local economic activity in the hospitality, dining, and
entertainment sectors. Through November 2025 (the most accurate data available) collections show a modest
year-over-year decline that warrants monitoring.
DFA will prepare a detailed review of Gross Receipts activity for the Board at the meeting scheduled March 9,
2026.
Category FY26 YTD FY25 YTD Change % Change
Meals $1,500,613 $1,420,015 $80,598 5.7%
Rooms $1,012,791 $1,048,093 ($35,302) -3.4%
Alcohol $449,752 $406,736 $43,016 10.6%
Short-term Rentals $318,702 $298,366 $20,336 6.8%
Admissions & Amusements $55,747 $56,740 ($993) -1.8%
Total GR Tax $3,229,950 $3,337,604 ($107,654) -3.2%

Key findings:
 • Mixed category performance: Meals (+5.7%) and Alcohol (+10.6%) show growth, while Rooms (-
 3.4%) declined. The increase in meals and alcohol tax may reflect price increases rather than volume
 growth.
 • Budget implications: Based on current trends, Gross Receipts may finish approximately $580,000
 (8.7%) below the $6.7 million budget. This shortfall is incorporated into our year-end revenue
 projection.

Expenditure Performance
Key expenditure observations:
 • Personnel Services: $21.9 million spent (48.3% of budget) – slightly under pace; indicates that 5%
 vacancy savings rate budgeted in FY26 is reasonable and attainable.
 • Employee Benefits: $11.7 million recognized (50.0% of budget) – modified accrual basis
 • General Operating: $6.5 million spent (38.8% of budget)
 • Debt Service: $6.6 million spent (80.2% of budget) – reflects scheduled principal payment in Q2
 • Interfund Transfers: $2.2 million transferred (15.2% of budget) – majority of transfers occur at year-
 end.

Conclusion
The General Fund is performing favorably at the mid-year point. On a modified accrual basis, both revenues
and expenditures are tracking just under 50% of budget, yielding a positive net position of approximately
$798,000 through Q2. The projected year-end deficit of approximately $96k reflects conservative expenditure
assumptions that should be beatable through continued budget discipline.
The decline in Gross Receipts activity bears monitoring as a potential indicator of broader economic softening
in the hospitality and retail sectors. However, the overall fiscal position remains sound, with property tax
collections expected to proceed normally in the second half of the fiscal year.

Staff will continue to monitor budget performance and provide updates as conditions warrant. The attached
detailed budget-to-actual report provides additional information by department and revenue and expenditure
category.

Please reach out directly with any questions if you have them.




 Page 109 of 111
 CITY OF BURLINGTON - GENERAL FUND
 FY2026 Second Quarter Budget Performance Dashboard
 Period: July 1, 2025 - December 31, 2025 (50% of Fiscal Year)


KEY FINANCIAL METRICS
Metric Amended Budget YTD Actual % of Budget YTD Expected Variance Status
Total Revenues $110,613,056 $51,879,616 46.9% $55,306,528 -$3,426,912 On Track*
Total Expenditures $111,049,901 $51,081,236 46.0% $55,524,951 -$4,443,715 Favorable
Net Position -$436,845 $798,381
*Revenue timing reflects normal property tax collection cycle - b ulk recognized in Q3/Q4


YEAR-END PROJECTION
Projected Revenue: $107,379,963
Projected Expenses: $107,475,972
Projected Surplus/(Deficit): -$96,009

 GENERAL FUND EXPENDITURES BY CATEGORY
 FY2026 Q2 (July 1, 2025 - December 31, 2025)

 Adopted Budget Amended YTD
 Expense Category Budget Amendments Budget Transactions % Used Projected Expense Prior Year Total
Expense PER SERVICES - Personnel Services 45,023,822 278,045 45,301,867 21,897,449.11 48.3% 42,940,764.55 42,970,686.55
Expense FRINGE - Employee Benefits 23,358,532 26,879 23,385,411 11,692,705.50 50.0% 22,216,140.45 21,694,900.14
Expense CAPITAL EQUIP - Capital Equipment 1,089,911 -125,018 964,893 408,339.80 42.3% 964,893.00 1,347,792.25
Expense GEN OPER - General Operating 14,528,482 2,200,986 16,729,468 6,496,238.93 38.8% 14,528,482.00 13,249,123.62
Expense REG PROGRAM - Regional Programs 3,703,518 -4,000 3,699,518 1,700,757.83 46.0% 3,699,518.00 3,000,487.91
Expense DEBT - Debt Service 8,296,418 0 8,296,418 6,649,728.97 80.2% 8,296,418.00 7,905,353.26
Expense INTERFUND - Interfund 12,831,134 1,636,713 14,467,847 2,198,763.82 15.2% 14,467,847.00 12,987,487.03
Expense OTHER - Other 323,000 -57,100 265,900 37,251.75 14.0% 265,900.00 165,568.68
Expense Expenditure Control -2,061,421 0 -2,061,421 0.00 0.0% 0.00 0.00
 Expense Total 107,093,396 3,956,505 111,049,901 51,081,235.71 46.0% 107,379,963.00 103,321,399.44


Note: Expenditure Control represents b udget placeholder for b udgeted vacancy savings/adjustments.


 GENERAL FUND EXPENDITURES BY CATEGORY
 FY2026 Q2 (July 1, 2025 - December 31, 2025)

 Adopted Budget Amended YTD
 Expense Category Budget Amendments Budget Transactions % Used Projected Expense Prior Year Total
Expense PER SERVICES - Personnel Services 45,023,822 278,045 45,301,867 21,897,449.11 48.3% 43,036,773.65 42,970,686.55
Expense FRINGE - Employee Benefits 23,358,532 26,879 23,385,411 11,692,705.50 50.0% 22,216,140.45 21,694,900.14
Expense CAPITAL EQUIP - Capital Equipment 1,089,911 -125,018 964,893 408,339.80 42.3% 964,893.00 1,347,792.25
Expense GEN OPER - General Operating 14,528,482 2,200,986 16,729,468 6,496,238.93 38.8% 14,528,482.00 13,249,123.62
Expense REG PROGRAM - Regional Programs 3,703,518 -4,000 3,699,518 1,700,757.83 46.0% 3,699,518.00 3,000,487.91
Expense DEBT - Debt Service 8,296,418 0 8,296,418 6,649,728.97 80.2% 8,296,418.00 7,905,353.26
Expense INTERFUND - Interfund 12,831,134 1,636,713 14,467,847 2,198,763.82 15.2% 14,467,847.00 12,987,487.03
Expense OTHER - Other 323,000 -57,100 265,900 37,251.75 14.0% 265,900.00 165,568.68
Expense Expenditure Control -2,061,421 0 -2,061,421 0.00 0.0% 0.00 0.00
 Expense Total 107,093,396 3,956,505 111,049,901 51,081,235.71 46.0% 107,475,972.10 103,321,399.44


Note: Expenditure Control represents b udget placeholder for anticipated savings/adjustments.




 Page 110 of 111
 GENERAL FUND BUDGET TO ACTUAL BY DEPARTMENT
 FY2026 Q2 (July 1, 2025 - December 31, 2025)

 Adopted Amendment Amended
Dept Department Name Budget s Budget YTD Actual % Used
REVENUES
00 Non-Departmental 78,356,203 1,067,861 79,424,064 39,480,731 49.7%
01 Regional Programs 0 2,200,000 2,200,000 760,000 34.5%
02 Mayor's Office 69,413 0 69,413 0 0.0%
04 Clerk/Treasurer 3,912,280 0 3,912,280 1,156,262 29.6%
05 City Attorney 226,653 0 226,653 4,441 2.0%
06 Planning 30,000 0 30,000 0 0.0%
07 City Assessor 0 0 0 44
09 REIB 40,000 10,000 50,000 127,929 255.9%
15 Fire 3,450,637 203,953 3,654,590 1,634,983 44.7%
17 Police 1,958,403 0 1,958,403 810,315 41.4%
19 Public Works 7,254,074 0 7,254,074 3,034,712 41.8%
20 Permitting and Inspections 4,105,356 0 4,105,356 1,129,643 27.5%
21 Fletcher Free Library 33,000 0 33,000 7,489 22.7%
23 Parks and Recreation 5,894,792 37,846 5,932,638 2,879,265 48.5%
27 Burlington City Arts 1,762,585 0 1,762,585 853,801 48.4%
 Total Revenues 107,093,396 3,519,660 110,613,056 51,879,616 46.9%


EXPENDITURES
00 Non-Departmental 25,520,935 1,043,861 26,564,796 11,570,110 43.6%
01 Regional Programs 813,547 2,200,000 3,013,547 413,351 13.7%
02 Mayor's Office 892,595 0 892,595 374,863 42.0%
03 City Council 302,060 0 302,060 170,099 56.3%
04 Clerk/Treasurer 3,410,289 24,000 3,434,289 1,596,401 46.5%
05 City Attorney 1,384,947 0 1,384,947 686,086 49.5%
06 Planning 698,479 0 698,479 271,567 38.9%
07 City Assessor 422,323 0 422,323 213,140 50.5%
08 Human Resources 1,625,497 0 1,625,497 769,807 47.4%
09 REIB 798,186 10,000 808,186 318,249 39.4%
10 Information Technology 2,732,518 43,970 2,776,488 1,978,421 71.3%
12 Dpt. of Business & Workforce Dev 0 0 0 0
15 Fire 18,083,714 519,128 18,602,842 8,071,483 43.4%
17 Police 20,261,734 77,700 20,339,434 9,456,784 46.5%
19 Public Works 11,059,426 -16,000 11,043,426 4,896,315 44.3%
20 Permitting and Inspections 2,331,519 0 2,331,519 1,137,009 48.8%
21 Fletcher Free Library 3,037,262 0 3,037,262 1,563,557 51.5%
23 Parks and Recreation 10,534,157 53,846 10,588,003 5,811,201 54.9%
27 Burlington City Arts 3,184,208 0 3,184,208 1,782,793 56.0%
 Total Expenditures 107,093,396 3,956,505 111,049,901 51,081,235 46.0%


 Net Position (Rev - Exp) 0 -436,845 -436,845 798,381




 Page 111 of 111

BURLINGTON BOARD OF FINANCE
 BUSHOR CONFERENCE ROOM, 149 CHURCH STREET, 1ST FLOOR
 MINUTES OF MEETING
 February 9, 2026




1. Agenda
1. Agenda
Mayor Mulvaney-Stanak convened the meeting at 5:15 pm.
Members present: Mayor Mulvaney-Stanak, City Council President Traverse, Councilors Barlow and
Carpenter, CAO Schad (all in person); Councilor Neubieser (online)
Others present: DOF Kukenberger, City Attorney Brown, Sophie Sauve and Phil Lewis (BPRW)

Subject 1.1. Motion to adopt agenda
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 1. Agenda

Department Council and Board


Type Action
 Procedural


Recommended Action Motion to adopt agenda as amended as follows: remove from the consent agenda
 item 3.4. FY2026 Q2 General Fund Budget Performance - DFA and place it on the
 deliberative agenda as item 4.3. (per Interim COS Kara Alnasrawi)
1.1. Motion to adopt agenda
Motion made by City Council President Traverse, seconded by Councilor Carpenter, to adopt the agenda as
amended and presented. Motion passed unanimously.


2. Public Forum
2. Public Forum

Subject 2.1. Verbal Comments
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 2. Public Forum

Department Council and Board
Type Action
 Procedural


Recommended Action open Public Forum
 close Public Forum
2.1. Verbal Comments
Sharon Bushor: concerned about Parks item - storing item/reclass-on par with private sector - need salary
ranges


3. Consent Agenda
3. Consent Agenda

Subject 3.1. Motion to adopt the consent agenda (as amended) and take the
 actions indicated
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 3. Consent Agenda

Department Council and Board


Type Action (Consent)
 Procedural


Recommended Action Motion to adopt the consent agenda (as amended) and take the actions indicated
3.1. Motion to adopt the consent agenda (as amended) and take the actions indicated
Motion made by Councilor Barlow, seconded by Councilor Carpenter, to adopt the consent agenda as
amended and take the actions as indicated. Motion passed unanimously.


Subject 3.2. January 26, 2026 Board of Finance Meeting Minutes - DFA
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 3. Consent Agenda

Department Department of Finance and Administration


Type Information
 Minutes
 Action (Consent)


Recommended Action approve the minutes
3.2. January 26, 2026 Board of Finance Meeting Minutes - DFA


Subject 3.3. CVOEO Fair Housing Month Sponsorship 2026 - REIB
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor
Category 3. Consent Agenda

Department Racial Equity, Inclusion, & Belonging (REIB)


Type Action (Consent)


Recommended Action move to approve and recommend the City Council approve the Director of the
 Racial Equity Inclusion and Belonging Office and the Chief Administrative Officer to
 issue a sponsorship grant in the amount of $1,000 to CVOEO to support Fair
 Housing Month programming from the Community Celebrations GL
3.3. CVOEO Fair Housing Month Sponsorship 2026 - REIB


Subject 3.4. FY2026 Q2 General Fund Budget Performance - DFA **NOW AGENDA
 ITEM 4.3.**
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 3. Consent Agenda

Department Department of Finance and Administration


Type Action (Consent)
 Information
 Communication


Recommended Action waive the reading, accept the communication and place it on file
3.4. FY2026 Q2 General Fund Budget Performance - DFA **NOW AGENDA ITEM 4.3.**


4. Deliberative Agenda
4. Deliberative Agenda

Subject 4.1. Burlington Harbor Marina: Dredging Maintenance Project: Contract
 Amendment and Budget - BPRW
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 4. Deliberative Agenda

Department Parks, Recreation, & Waterfront


Type Action


Recommended Action 1. To approve and recommend that the City Council authorize the execution of a
 contract amendment with Engineers Construction, Inc. for an additional contract
 value of $33,865, for a new total contract price not to exceed $611,711, for the
 Burlington Harbor Dredging Project and to authorize Phil Lewis, Director of Parks,
 Recreation & Waterfront, to execute the contract amendment and any related
 documented necessary or convenient to carry out the project, subject to review by
 the City Attorney’s Office.
 2. To approve and recommend that the City Council authorize the Chief
 Administrative Officer, or their designee, to affect the necessary budget
 amendments and transfer of $25,000 in funds from the Stormwater (Fund 245) to
 the Parks Special Projects Fund (Boathouse Improvements – Dredging) as outlined
 in the attached Budget Amendment Form.
4.1. Burlington Harbor Marina: Dredging Maintenance Project: Contract Amendment and Budget - BPRW
Motion made by Councilor Barlow, seconded by Councilor Carpenter, to approve the motion as
presented. Motion passed unanimously.


Subject 4.2. Request for Job Description Updates and Position Reclassifications
 Department of Finance and Administration
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 4. Deliberative Agenda

Department Department of Finance and Administration


Type Action


Recommended Action 1. To approve and recommend that the City Council approve the following position
 reclassifications: a. Reclassification of one (1) Accounting Assistant I – Accounts
 Payable, nonexempt, full-time, AFSCME position, grade 14, to grade 15; b.
 Reclassification of one (1) Lead Accounts Payable Analyst, non-exempt, full-time,
 AFSCME position, grade 14, to grade 16; c. Reclassification of one (1) Grants &
 Finance Specialist, non-exempt, full-time, AFSCME position, grade 16, to grade 18;
 d. Reclassification of one (1) Grants Associate & Philanthropy Advisor, non-exempt,
 full-time, AFSCME position, grade 15, to grade 16; e. Reclassification of one (1)
 Billing & Admin Accountant, non-exempt, full-time, AFSCME position, grade 17, to
 one (1) Sr. Accountant, exempt, full-/part-time, non-union position, grade 18; and
 f. Reclassification of one (1) NPA Engagement Specialist, part-time, non-exempt,
 AFSCME position, grade 14, to a full-time position, grade 14.
 2. To approve and recommend that the City Council authorize the Chief
 Administrative Officer to make such amendments to the FY26 Budget as may be
 necessary or convenient to effectuate the foregoing staff reorganization, in
 substantial conformance with the information outlined in the staff report, for a total
 FY 26 impact of $26,795.70.
4.2. Request for Job Description Updates and Position Reclassifications Department of Finance and
Administration
Motion made by Councilor Carpenter, seconded by Councilor Barlow, to approve the motion as
presented. Motion passed unanimously.


Subject 4.3. FY2026 Q2 General Fund Budget Performance - DFA **WAS CONSENT
 AGENDA ITEM 3.4.**
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 4. Deliberative Agenda

Department Department of Finance and Administration


Type Action
 Communication
 Information


Recommended Action waive the reading, accept the communication and place it on file
4.3. FY2026 Q2 General Fund Budget Performance - DFA **WAS CONSENT AGENDA ITEM 3.4.**
DOF Kukenberger spoke to this agenda item.



5. Adjournment
5. Adjournment

Subject 5.1. Motion to adjourn
Meeting February 9, 2026 - Board of Finance Meeting - Monday, February 9, 2026, 5:15 PM,
 Bushor Conference Room, 149 Church Street, 1st Floor


Category 5. Adjournment

Department Council and Board


Type Action
 Procedural


Recommended Action Motion to adjourn
5.1. Motion to adjourn
Mayor Mulvaney-Stanak adjourned the meeting at 6:01 pm.