Best Practices Workshest CY 2016/SFY2017, Lodi Borough (Bergen) lea 88 Cor Key of Boon of set for in or ansWare aoesien Sener agerient=GU as your muncpaty 3} explored all potential shared service opportunites and 2) fled a copy ofall shared service agreements presently in effect for which it provides the service, siong with any amendment hereto, with the Onvsion excluding cooperative purchasing lsgreements governed by the Local Public Contracts Law)? Inthe Comment ction, pleas identity all explored all potential shared service opportunities, whether an agreement resulted and, where:no agreement was reached the reason(s) why. |wattngton Gasotine Fatty, county of Bergen Iaith offee, and arial Control Has your municipality adopted wetten vehidle use polly prohibting personal ure oF municipal vehicles (except for commuting), and providing that employees authorizes to se such vehicles for commuting tffrom work havea fringe benefivalue added to the gross income reported on the employee's W-2 (unless the vehicle meets the "qualified non| [personal vehicle" criteria specified by the IRS)? Only answer "N/A" i your municipality \does not have any municipally-owned vehicles. +] yee Yee a [Active monitoring management of a municipality ratable bases fundarnertal to helping |ensure fiscal stability. Does your municipality have an ertablshed wit policy requiring Ins tax assessor to natty the chief nancial officer andthe governing bod ofall tax appeals \upon fling, but no later then June Lt each year? ax assessor reviews al pending appeals with the Auditor and CFOBest Practices Workshest CY 2016/SFY2017, ‘Lodi Borough (Bergen) oa lie S88 Car Key ot bottom of sheet for on aware iestion ‘Does your muniepalty maintain an up-to-date municipal website Containing a mina the following past three years adopted budgets; the current year's proposed budget {including the fll ated budget forthe current yesr when approved by the governing bodyl; most recent annual ancial statement and auits; notifications) for slictation of bids and RFPs; and meeting dats, minute and agendas forthe governing body plenning lboard_board of adjustment and all commissions? yee [A muricipaltys participation in FEMA's National ood Insurance Brearam CommusiNc |Rating Syste cen lead to significant flood insurance premium reductions forts Ihomeowners. An explanation of the pogratn may be found an FEMA's website at tte. fema.gov/nations|tlood-nsurance-program/nationa ond insurance: lorouram-community.rtingsvstem, and more information on how the NIDEP's statewide [cRs coordinator ean assist with improving your rating canbe found at Itty. govldensh /abouthtm. Doas your municnalty hava, or has your sunicipal apalcation to FEMA fora Community Rating System least Cisse?Best Practices Worksheet CY 2016/S#¥2047 T Lodi Borough (Bergen) Fi Coa Key a Bottom of sheet for OGRE awe eon [The “Director's Ratio" the average ratio of assessed to true market vale) for each ‘municipality as determined by the Diectar of the Division of Taxation, in the Table of Equalized Valuations promulgated annually pursvant ta NJS.A,54:135.1. A Director's sun [Rati ot lower than 85 percent generally denotes lack of uniformity in assessments and Assessed Value to true Values nthe 90th incicates need for evaluation. NJAC. 18%2A-1,24, fthe ratio of assessed values to. [percentile market values in your municipality is presents legs than 85%, has your muniisalty at ‘minimum awarded a contrac forthe undting of tax mage and earmarked funds in ts budget for of relevant firms andor professionals? [The Local Government Ethics Law, designed to ensure transparency in government, requires local government officers to fle Financial Disclosure Forms. Compliance by local 7 | 8" elected officials particulary important. Have al of your local elected ofl led their nancial Disclosure Form in 2016 thot covers the 2015 calendar year? [while outside employment by municipal oficial can sometimes be acceptable, tls imperative tat no confcts of interest impinge on municipal governance, Does your municipality have 3) an established documented process requiring department heads to ©] “submit notice of outside employment, and 2) upon receving sueh notice, does your municipality aves documented process within ts human esourees function to i determine whether or nat a conflict of interest exists?Best Practices Worksheet CY 2016/SFY2037 Lodi Borough (Bergen) Tai 5 Car Key ot bottom of sheet for EOF BREET. ‘Questa [Many municipalities Rave created one or mare authorities (ncudingTve Gabi, wes louthortes, redevelopment authorities, housing authorities, por authorities, ete) to provide ereater focus and attention on adessing 2 publle need, ora reduce governing body burdens. White creation ofan authority is often appropriate, and many authorities succesful fuilthelc missions, authorities with weak membership or insufficient local level monitoring can become wasteful inefficient and unresponsive tothe public they, serve, N5.A,408:58-20 allows a local governing body to dlsalve an authorlty subject to certain parameters and with Local Finance Board approval Municipalities should atleast lanl assess the authority or authorities they ereated and publly discuss ther findings lend conclusions. Findings and conclusions should address whether their existing [authorities 2) continue to serve te public interest, and 2) are more efficent than other potential ternative in proving services and financing public facies, Within the past. at, referenced discussion anpeared ara std agenda item ona schedules governing body meeting, end 2] do the findings and conclusion anoeat in [oublicy-avalable meeting minutes? Please identity the meeting date under !tcomments. INo Authorities or UsitiesBest Practices Worksheet CY 2016/SFY2017, Lodi Borough (Bergen) ar Fie a8 GOTT Rey ot Botom of sheet forint oF GRRE ‘ueson [inanee SAREE — [Audit findings adress areas needing improvement. Ignoring these findings devas the proces; therefore, municipalities should corect noted deficiencies. Have ll audit dig from th jt been 1) identified in the corrective action plan and 2) addressed {that they are not repeated inthe 2015 audit? ifthe answer isn, please Ist the repeat findings along with the date the corrective action plan was submitted to DLGS, under \Comments. Only answer "N/A" if there were no aut findings in 2014, Nm [Payments in Liew of Taxed (PLOTS) are often used as ool for economic development isimperative that municipalities monitor PILOT agreaments to ensure relbients comalyng| ith all agreement terms, Ietading bu nat limited totimely payment and reporting, Does {your municipality 1) have an official designated to monitor exemptions granted pursuant to the Long-Term Tax Exemption Lau (N.1S.A, 408:20-1 et sq and Five-Year |exemtions/ abatements granted pursuant to NSA, A0A:21-1 et eq, and 2) have in place # documented process fr ensuring compliance with the terms ofeach PLOT [No PILOT's in the 2026 Budget [NJS.A, €08:5-¢ reaures municipalities to complete their annual audit for the preceding fiscal year within 6 month after the close of ther fiscal year. Further, MIS. 4085-6 requires the municipality's auctor o submit cetfed duplicate copy ofthe audit report land recommendstions withthe Division within S days after filing the orginal with the municipal clerk. Has vour municipality received its completed aud for the precedin sco veer within the statutory timeframe, and confemed that your auditor ha fled 3 ceried duplicate coov of the alt report withthe Division? You may only answer tis question "N/A" if the Director expresly granted an extension in response toa goverring body resolution petitioning or same. pursuant to NIA. 40A: 2-20, the cll nancial officer each municipality shal before te| lend ofthe rst month ofthe sal year, ile its Annual Debt Statement wth he Divison of Local Government Services. The anaual debt statement must be fed electronically fellow the procedure described in Local France Notice 2012-2, Did vour municipality ies ic Annual De rent forthe receding fiscal year wlth ne nto than January 33 July 3 for SFY municipalities]?Best Practices Worksheet cY 2016/5#2017 Lodi Borough (Bergen) is 88 COG Key ot bottom of sheet for in or anaWaTE ‘isin ves Local Finance Notice 2014-09 contains important information about the need for municipalities that have certain outstanding debt to abide by requirements to annually |isclose certain information with respect to financial eaneltions. The continuing financial [isclosure abiigations are require by federal law and loal agreements executed a part of past issuances of debt. Fallure to comply an result in penalties against local governments land individual ofcers responsible fr varous flings. Failure to comply cn also result na lock of access to capital markets. Is your municipality uptodate and full compliant with [continuing disclosure abl eee in Lol Fi ice 2014-092 [rhe Peorapt Payment Law, enacted as PL 2006 «96, ertablshes timing standards forthe payment of obligations under a wide range of construction -relstes contracts, The law [seeks to ensure that contractors submitting bills for completed work are pad ona timely, [established schedule, and that the ful chain of subcontractors receive timely payment Irom thei hiring contractor. Local Finance Notice 2006-21 discusses the lw an its impact on local governments. Have vour muncioslit’s aim payment procedures been reviewed by legal counsel and aporand staf to eneure compliance with th [prompt Payment Law? While the issuance and renewal of bond anticipation notes can bea reasoneble and prudent fencing mechanism, fling to take advantage of ow interes rates on permanent financing can cause muniipalties to incur unnecessary caving costs and nated costs ofissvanes. Has your municipality evaluated its outstanding bond anticipation notes and developed 2 strategy to move toward permanent francing? ProcurementBest Practicas Worksheet CY 2016/SFY2017 Lodi Borough (Bergen) oa Ge Cor Key a bottom of sheet for ns on aneware Teswee ‘Giestion Taam Pursuant to MLS. $2:5C-0(a), municipalities (emong other government entities] must notify the state Comptroller within no later than 20 business day of aarding most contracts greater than $2 milion but less than $10 milion. For contracts $10 milion or more, NS. 52:15C-40(b) requires watten nication tothe State Comptroller of any lnegatition or solcation no ater than 30 days before advertisement; from whieh point lhe state Comptroller has 30 days to approve the procurement mating forward unless sag period is waived, Further information onthe law and appliabl forms available on the [state Comptrole’s website. Did vosr muncioalty comsly with the notice and approval [provisions of N1S.A52:15C-10 inthe prior vear? JPusuant to ISA, AOAdT-25, the Director ofthe Divison oF Local Government Sevices must approve al prequalifcation regulations enacted by contracting units subject othe Loca Public Contracts Law. Prequalifiation requirements can be fed according to, lexparience, financial bilty, capital, and equipment. Absent Director approval, bid orequalifiation regulations are of no fore ai effect and may not be required as 2 |cnciton of bd acceptance on any public contract. Local Finance Notice 2016-12 goes Inco further detall concerning prequalfcation regulations under the Loca Public Contracts |taw. Is your municipality fllowing the process set forthin NJS.A, 408:1125, nclding seeking Dieetor approval prior to implementing and enforcing al prequalfcation regulations? "N/A" is only applicable where the muniepay has not adopted any recualfication regulations Na IN5.A. 404-115 a) states that, ifa municipality uilzes the professional sewvices [exemption from the Local Public Contracts Law, “The governing body shan ech instance state supporting reasons forts action Inthe resolution awarding each contract and shall Irorchurth cause to be printed once inthe ofa newspaper, a brief nati stating the 19. | Yeo nature, duration, service and amount ofthe contact, and thatthe resolution and contract lareon fle and avalible for public inspection in the office ofthe clerk of the) [runiciality.", wth esnect to the award of professlonal serves contracts, I vour. | ounisvalty complying with the above ceferenced provision oft Local Public Contracts.‘Best Practices Worksheet CY 2036/SFY2017, Lodi Borough (Bergen) CI ‘i 6 CTF Kay Baton of sheet for IT OF anaes Quezon Suds reparation a Praventaton oP 7 20 NJAC, 5:03.83} requires thatthe itrocuced annual municipal budget incorporate a User-Fiendly Budget section. Is your municpalty providing the public with ts introduced User-Fiendly Budget atleast one week prior tothe date ofthe public earng on adopting ithe annual budget? kas prepared for the adopted budget n 2016 Unies the Ovector ator alate dite pila te RISA NOREES, ISR anes requires net calena yen micas approve the inrosend see 9 ter than Feb 30 orgs 0 for sate yer np and) S tok 1D equies at calendar year mincates do: he lets otra rch 20 |orseperber 20 ‘erste fetal year muicostes). Divo mlm ead |aniadont scorer year ude ate tan ne das poe bao seed [este Destorinlcsal Pace Natce 218277 is questn rey oly x sere |ifyour municipatty is under Stet Supervision or ithe Division instructed the munlipalty {to delay budget adoption. [hese Insurance Ht vee | Does your municpatty exclude from healthcare coverage part-time elected and appointe| loficias (less than 35 hours per week)? Only answer "yes" fn part-time elected or appointed officials receive health benefits, If your munelpalty has parttime elected or appointed officials who elec to take State Health Benefits Program (SHEP) health [benefits (or receive a waiver fr not doing so) by virtue of serving in their position ‘continuously since May 24,2010, you must answer No", Ifyou answered "No", please list n the Comments section the name and tile of each elected or appointed offi receiving ether health Benefits or a waiver payment new of health benefits, 's your municipality collecting a least the amount set forth bythe Chapter 78 Grid for health benefit contisutions (or 1.5% of base sary, whicheverisareater fr allofficers land ernployees?Best Practices Worksheet CY 2026/SFY2017 Lodi Borough (Bergen) Ta Tle $88 Coe Key ot bottom of sheet for ii on WET ‘besa Yee Payments for waivers filed before May 21,2010, and maintained continuously since, cannot exceed fity percent (50%) ofthe amount saved bythe local uit as rest of the lempioyee’s waiver of coverage. For waivers filed on or ater May 21,2010, which isthe effective date of PL. 2020, c. 2, payments cannot exceed the lesser of twenty-five percent (2559 ofthe amount saved by the local unit sa result ofthe waiver, or $5,000. When calulating en employee's waiver payment, the local unit must deduct the employee's heatencare contribution obligation from the total premium cost. Local units have sole discretion as to whether or not to offer employees payments for waiver afhealth benefits, land may offer weiver payments ower than the statutory maximum, Health benef welver payments are statutorily excluded from collective bargsining. See Lacal Finance Notices {2010-12 and 2016-10 for further discussion an health benefit waiver payments. Does vous muniipalty 1) refrain from paving waver cess ofthe a im: 2ldeduct emoloves healthcare contrition obligations fom remium cost whe callin w ents. and 3 era rom lag healtheare waiver |ssuments inany labor agreement? “N/A only applicable where the municipality has @ policy of not making paymentsin lau f health benefits,Best Practices Worksheet cY 2016/S#Y2017 T ‘od Borough (Bergen) le 88 COT Rey at bottom of seat fr Ii an answers as | ves [The Fair Labor Standards Act (FLSA) is federal law requiring that overtime pay must be paid for et hours over 40 hours ina work week except for those employees classified as Jexempt and thus not ented to overtime. Management employees such as elected otis, managers/adminstretors, municipal clerks, CFOs, public works superintendents, police chiets and other department heads are typlealy classified 2s having enemnp status land thus not entitled to overtime pay. Other municipal employees may azo be classified las exempt under the FLSA (you should consult with nbor counsel for more detailed guidance). Exempt status would also preclude overtime pay fr time worked during lemergencies, attendance at night meetings and participation in training sessions [compensate leave time in leu of cash paymentsis considered to be a form of overtime [pay unless such leave is ulze inthe same pay period. Dees your municipal refrain romeaut lasted as exemot under te FLSA? For anv employees covered bv 2 collective barsalning arsement, hs your muniigalty evan s for sick eave accumulated aera lcertaindate? If such provisions were impased by an arbitrator in bnlng aritation Buk jhe municipaty is seeking to eliminate such a contractual obligation through collective bergsining your answer can be "N/A". answering "4/3", the munllpalty mest identify under "comments" each such provision imposed by an arbitrator, along with the status of [he collective borgining negotiations to eliminate each such provision, a] we Has your munlapaity instituted a written pollay to nat compensate nowunlon employees lor sick laave accumulates after certain date? 2a | ver Is your munity adopted an ordinance escltion, regulation or waiten policy |etiinating longevity awards, bonuses or payments for non-union employees?Best Practices Worksheet CY 2016/SFY2017, Lodi Borough (Bergen) Piss 728 COO? Rey ot Bottom of sheet fori OF TRENT Caran [foranvemplovees covered bya collective barmaiing ageement has your municinali eliminated all longevity awards, bonuses or pavments for emolovees hired on or afer 2nd fa increasing any longevitv awards, bonuses or payments Hor employers hired before a speciied date? The answer to this question canbe "N/A" if such provislons were imposed by an arbitrator in binding arbitration bu the municlpalty i [seeking to eiminate such a contractual obligation through collective bargaining, If lnswering "N/A", the munkcpality must identify under Comments" each such provision imposed by an arbitrator, along with the status of the collective bargaining negotiations to eliminate each such aavision, Sa yee ao] ves employee personnel manuals or handbooks serve a5» valuable tool to convey 8 municipality’ policies, procedures and benefits, Many insurance carers encourage the lsdoption ofsuch a document and oer discounted rates or ther ure. These publications should review employees rights and obligations in aren anging fom discrimination, safety lence, and harassment to vacation and sick dys, hoideys, use of township, vehicles, smoking and potcal activity, mong others. #35 vour municipality adooted or luodated an emai .onnel manval/oand ution or ordinance within the last ve vears If yes, please provide in the Comments section the date ofthe meeting st \iich the personnel manual was adopted or updated.Best Practices Worksheet CY 2016/S#Y2017 Lodi Borough (Bergen) Ta Pie $88 COG? Key ot Bottom of sheet for Kins on anaWETE awa ‘esion oe o[setect 2a ves “4 |No SIN 3 Total Answers L 26 core Wess NIAT [ 7% _[Seore (Chief Administrative Oleer's Corifsation Thereby crit hat the information provided inthis Dee Prances Invenogy Wee [Ceniication He) fo he best of my knowles, [Brace Masopust Lronaore t (Chet Financlal Officer's Cerdieation [ [here eet tar the information provided is Bar Pasion nvenary i acune aoe ro the bast of my knowledge (Charles Cuecia ironsaoTe (Manipal Clerks Certification Icey evil hatte Governing Bady ofthe Bough of Lodi nthe County of [Bergen cased the CY 2016/9FY 2017 Bet Practice Inventory ae [completed braia ata pubic esting on October 15,2016, with th Inventory la andthe eetiicntion thereot bythe Chet Adcvnisvative and Chit Finsncial OfSees, respectively, to ACTARS [besa nthe mines of poble mee (Carole D'Amico irons