Steve Manning

Auditor-Controller/Clerk-Recorder

April 11, 2017

Mission Statement

The Auditor-Controller Agency, through the efforts of its

employees, shall provide the highest degree of accountability and

service when administering public funds and in the protection of

official public records.

Vision Statement

The Auditor-Controller Agency provides superior protection of

public resources and records through advancements in technology

and the optimization of employees, and as such, is a model for

other public organizations.

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Auditor-Controller

Accounting

Disbursements

Central Payroll

Internal Audit

Financials

Tax Analysis

Budget

Grants

Cost Plan

Contract Compliance

Central Collections

Court Fines/Restitution

Probation Fines/Fees

Environmental Fees

Health Care Fees

Miscellaneous Debts

Social Services

Overpayments

Clerk-Recorder

Preservation of Official

Records

Property Recording

Digital Imaging

Indexing

Vital Statistics

General Business

Marriages

Public Files

Mandated & Revenue Based Services

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Approved MOE

Budget Budget Request

FY 2016-2017 FY 2017-2018 Amount %

Appropriations $34,424,554 $36,189,282 $1,764,728 5.13%

Revenue $44,072,170 $45,315,631 $1,243,461 2.82%

Net County Cost ($9,647,616) ($9,126,349) $521,267 5.40%

FTE Mgmt 52 52 0 0.00%

FTE Non Mgmt 158 158 0 0.00%

Change from FY 2016-2017

Approved Budget

Approved

Budget

MOE

Budget Request

FY 2016-2017 FY 2017-2018 Amount %

Salary & Benefits $26,902,273 $27,870,242 $967,969 3.60%

Discr. Services & Supplies $2,877,575 $2,877,575 $0 0.00%

Non-Discr. Services & Supplies $4,664,706 $5,461,465 $796,759 17.08%

Other Charges $50,000 $50,000 $0 0.00%

Credit ($70,000) ($70,000) $0 0.00%

Total Appropriations $34,424,554 $36,189,282 $1,764,728 5.13%

Total Revenue $44,072,170 $45,315,631 $1,243,461 2.82%

Net County Cost ($9,647,616) ($9,126,349) $521,267 5.40%

Change from FY 2016-2017

Approved Budget

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Major Component NCC Change

Salary & Employee Benefits - Increase $967,969

Non-Discretionary Services and Supplies - Increase $796,759

Discretionary Services and Supplies $0

Revenue - Increase $1,243,461

TOTAL - Increase $521,267

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Total Appropriations = $36,189,282

Total Revenues = $45,315,631

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Total Appropriations = $36,189,282

Total Revenues = $45,315,631

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Real Estate Fraud Fee $2.9M –

District Attorney

Survey Monument Fee $107k –

Public Works

Domestic Violence Fee (Marriage

Licenses) $203k – Social Services

Domestic Violence Fee (Vital

Records) $190k –County

Administrator’s Office

Children’s Trust (Birth Certificates)

$347k – Social Services

City Transfer Taxes

• City of Oakland - $75.1M

• City of Berkeley - $17.7M

• City of Hayward - $8.7M

• City of San Leandro - $5.3M

• Cities of Alameda, Albany &

Piedmont - $13.5M

Various Obligations (e.g.,

Victim Restitution, Fines,

Penalties, Food Stamps,

Welfare Fraud): Probation,

Social Services, GSA,

District Attorney, Sheriff,

Public Works, Registrar of

Voters, Health Care,

Treasurer Tax Collector,

various Cities & State -

$34.2M

* Total Revenue Collected for Others: $150M+

• In the first year, served over 10,000 customers at the Clerk-

Recorder’s Dublin satellite office and expanded services to include

Document Recording, Fictitious Business Name Filings and

Notary Oath and Bond Filings.

• Earned “Award for Counties Financial Transactions Reporting”

from the State Controller’s Office for fiscal year ended June 30,

2015.

• Earned “Certificate of Achievement for Excellence in Financial

Reporting” for the 32nd

consecutive year from the Government

Finance Officers Association for the Comprehensive Annual

Financial Report for fiscal year ended June 30, 2015.

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• Completed the Comprehensive Annual Financial Report and the

Schedule of Expenditures of Federal Awards reports in advance

of required deadlines.

• Upgraded Alcolink Financials to enhance user experience with

current web technologies, i.e., access via phones, tablets, etc.

• The Clerk-Recorder’s Office hosted the annual conference of the

Property Records Education Partners (PREP) Northern California

chapter, which included representatives from over 25 private

and governmental organizations to collaborate on document

recording best practices.

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• Upgrade Alcolink HRMS to enhance user experience with current

web technologies, i.e., access via phones, tablets, etc.

• Implement integrated payables including ACH payments to

vendors and outsourcing check printing functions.

• Revise and update the Manual of Accounting Policies and

Procedures (MAPP).

• Restoration and digitization of historical records for the Clerk-

Recorder’s Office and the Clerk of the Board.

• Develop requirements for the Clerk-Recorder system replacement.

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• Utilize technology to enhance and automate existing processes,

i.e., Property Tax information systems, DocuSign, digitization

of documents, electronic workflow for approvals, etc.

• Expand the services offered at the Clerk-Recorder Dublin

satellite office.

• Automate property tax refund process for issuance of refund

checks and place refund information on the Auditor Property

Tax website.

• Automate employee expense claims process to enable claims to

be submitted and approved electronically.

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