HomeMy WebLinkAboutClearSource Presentation for Council_2026-07-27CITY OF
SEAL BEACH
Indirect Cost Allocation Plan for FY 2026-27
(Basis: Budget Fiscal Year 2025-26)
Informational Presentation | July 27, 2026
Executive Summary: Key Conclusions
•The Indirect Cost Allocation Plan calculates a maximum interfund
charge for service assessed on certain funds, such as utilities, to
reimburse the General Fund for central oversight, management,
and support services
•Outcomes presented here are comparable to current
reimbursement practices in the annual budget which are achieved
through a combination of direct labor allocations and separate
overhead charges
•The Plan shows equivalent cost recovery to the General Fund
from the utility enterprise funds when comparing the calculated
interfund charge to the sum of labor allocations and overhead
charges in practice during test year FY 2025-26
3
PRIMARY CONCLUSIONS FROM THIS COST ALLOCATION PLAN
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
COMPARISON
TO CURRENT CHARGES
4
•Total reimbursement to the
General Fund from enterprise
funds via direct labor
allocations and overhead
charges is nearly equivalent to
the amount received by the
funds via CAP methodology
•No change to amounts
currently charged to the
enterprise funds is found
necessary by CAP as of this
year
•Implementation of new capital
programs in the utilities could
alter this finding in future year
updates
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Directly Allocated
Labor from
Central Services
Processed in CAP
Additional
Overhead
Charge
Total
Contributions
from Enterprise
Funds
Maximum
Interfund
Charge
via CAP
Change from
Budgeted
Contributions
501 | Water 846,293$ 440,000$ 1,286,293$ 1,334,607$ 48,314$
503 | Sewer 736,204$ 293,000$ 1,029,204$ 1,052,515$ 23,311$
1,582,496$ 733,000$ 2,315,496$ 2,387,122$ 71,625$
Fund Receiving an Interfund Charge for
Service and Direct Allocations to
Reimburse the General Fund
General Fund Contributions
in FY 2025-26 Budget
Comparison to Total Allocated
Costs from this CAP
Reimbursement to the General Fund
for Allocated Central Services in this Plan
Change represents a negligible
2.3% to 3.8% difference. No
action to adjust current cost
recovery practices is
recommended by this report.
Orientation to the Cost Allocation Plan
HOW DO COSTS GET TO A
FUND AND/OR DIVISION?
6
•Directly assigned
through budgeting
and ongoing cost
accounting
•Allocated through
budgeting and/or cost
accounting or through
a cost allocation plan
(CAP)
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
ALLOCATED
ORGANIZATIONS IN THIS
PLAN
7
•The General Fund accounts for
departments or divisions which
provide central oversight,
management, or support service
Citywide
•Total allocable indirect cost is
$12,889,849
•This value is allocated in the CAP
to benefitting departments
Citywide following a selected
allocation method assigned to
each indirect cost pool
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Central Services Department or Division
FY 2025-26
Budget
Expenditure
less: Non-
Allocable
and/or Direct
Service
Allocable
Cost Pool
1000010 | City Council - City Council 205,547$ (100,000)$ 105,547$
1100011 | Manager - City Manager 1,234,205$ (43,943)$ 1,190,262$
1100014 | Manager - Human Resources 558,136$ -$ 558,136$
1100018 | Manager - Risk Management 3,162,913$ -$ 3,162,913$
1200012 | Clerk - City Clerk 367,491$ -$ 367,491$
1200013 | Clerk - Elections 4,000$ -$ 4,000$
1300015 | City Attorney - City Attorney 592,000$ (85,000)$ 507,000$
1400017 | Finance - Finance 1,810,771$ (169,955)$ 1,640,817$
1500019 | Non-Departmental - Non-Departmental 1,058,820$ (48,000)$ 1,010,820$
1502011 | Non-Departmental - IT CM 9,934$ -$ 9,934$
1502012 | Non-Departmental - IT City Clerk 48,500$ -$ 48,500$
1502017 | Non-Departmental - IT Finance 88,516$ -$ 88,516$
1502020 | Non-Departmental - IT Citywide 781,822$ -$ 781,822$
1502023 | Non-Departmental - IT PD 259,730$ -$ 259,730$
1502028 | Non-Departmental - IT Marine Safety 16,620$ -$ 16,620$
1502030 | Non-Departmental - IT CD 1,720$ -$ 1,720$
1502042 | Non-Departmental - IT PW 31,950$ -$ 31,950$
1502070 | Non-Departmental - IT CS 21,390$ -$ 21,390$
5000042 | Public Works - Engineering 1,146,929$ (139,880)$ 1,007,049$
5000050 | Public Works - Auto Maintenance 851,642$ 851,642$
5000052 | Public Works - Building Maintenance 1,673,991$ (450,000)$ 1,223,991$
Total Allocable Central Services Cost 13,926,626$ (1,036,778)$ 12,889,849$
ALLOCATED ORGANIZATIONS
“Budget Expenditure” on this table refers to planned amounts for
each division including labor costs that were directly allocated via
budget. This is a “restored” amount to the home division for CAP
processing.
“Non-Allocable” includes outward-facing public services or other
activities not related to central services.
INDIRECT COST
ALLOCATION PLAN
(ANALYSIS)
8
•A rational method to distribute
costs which support multiple
activities across the City
•Processes costs that cannot be
easily identified with a
particular final cost objective
without effort disproportionate
to the results achieved
•Attributes the allocated cost to
the City’s direct public services
•Allocated costs are commonly
referred to as “overhead”
•Informs a variety of cost
recovery opportunities
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Cost
Item
Cost
Item
Cost
Item
Cost
Item
Cost
Item
Allocation Base
Benefitted Units or “Direct Services”
Cost Center Cost CenterCost CenterCost Center
Indirect Cost Pool*
A cost traced to
multiple service functions,
typically a central service,
general governmental,
or administrative function.
Not reasonably assigned
directly.
Expense categories,
such as labor, materials, supplies,
and services.
The data set used as the basis for
distributing indirect cost pools to
benefitted units.
Organizational departments/programs that represent the mission of the City: the final public service.
Cost Center
* Frequently referred to in this plan as a “Central Services Function.”
•Allocate across the entire organization without bias for ability or
preference to pay
•Root allocated costs in recent or current documented fiscal year with
confidence in reported or budgeted expense items
•Use allocation metrics based on readily available and replicable
information to reflect current conditions, not created solely for cost
allocation
•Generate allocated shares that reasonably reflect service or benefit
received or represent an acceptable proportionality between benefitting
units
•Attempt to avoid large swings from year to year unless underlying
organizational change has occurred and warranting such swings
•Create a tool and method to support annual update and application of
continually improving metrics
•Be mindful of downstream impacts to cost of service-based rates/fees
(Prop 218, Prop 26), and transparent accounting for other programs
GUIDING PRINCIPLES IN CAP DEVELOPMENT
9 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
(SLIDE 1 OF 3)
ALLOCATED
COST POOLS
AND ALLOCATION
BASES IN THIS PLAN
10
•The CAP uses data from
existing City systems,
industry methods, and
available staff time
estimates to derive a
functional cost pool to be
allocated from each service
organization
•The CAP sets a readily
accessible and replicable
basis for reasonably
allocating each function to
benefitting departments
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Allocable
Cost Pool Allocation Basis
1000010 | City Council - City Council 105,547$
Governmental Oversight 52,773$ FTEEs, Citywide
Governmental Oversight 26,387$ Modified Operating Expenses, Citywide
Governmental Oversight 26,387$ CIP Expenditures, Citywide
1100011 | Manager - City Manager 1,190,262$
Agency Management 595,131$ FTEEs, Citywide
Agency Management 297,565$ Modified Operating Expenses, Citywide
Agency Management 297,565$ CIP Expenditures, Citywide
1100014 | Manager - Human Resources 558,136$
Workforce Support 558,136$ FTEEs, Citywide
1100018 | Manager - Risk Management 3,162,913$
Agency Risk, General Fund -$ Modified Operating Expenses, General Fund
Agency Risk, Citywide 1,238,524$ Modified Operating Expenses, Citywide
Facilities Risk, General Fund -$ Modified Operating Expenses, General Fund
Facilities Risk, Citywide 536,568$ Modified Operating Expenses, Citywide
Workforce Risk, General Fund -$ FTEEs, General Fund
Workforce Risk, Citywide 1,387,821$ FTEEs, Citywide
1200012 | Clerk - City Clerk 367,491$
Governmental Administration 183,745$ FTEEs, Citywide
Governmental Administration 91,873$ Modified Operating Expenses, Citywide
Governmental Administration 91,873$ CIP Expenditures, Citywide
1200013 | Clerk - Elections 4,000$
Governmental Oversight 4,000$ All to City Council
1300015 | City Attorney - City Attorney 507,000$
General Counsel 354,000$ Modified Operating Expenses, Citywide
Workforce Support 153,000$ FTEEs, Citywide
(Table continues on the following page.)
Central Services Department/Division
and Functional Cost Pool Created by the Plan
(SLIDE 2 OF 3)
ALLOCATED
COST POOLS
AND ALLOCATION
BASES IN THIS PLAN
11
•The CAP uses data from
existing City systems,
industry methods, and
available staff time
estimates to derive a
functional cost pool to be
allocated from each service
organization
•The CAP sets a readily
accessible and replicable
basis for reasonably
allocating each function to
benefitting departments
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
(Continues table from the preceding page.)
Allocable
Cost Pool Allocation Basis
1400017 | Finance - Finance 1,640,817$
Accounting / Financial Reporting 572,683$ Net Oper. Exp, Cash Balance, CIP Expend.
Budget / Financial Planning 285,523$ Net Operating Expense, CIP Expenditures
Payroll 212,322$ FTEEs, Citywide
Accounts Payable 146,188$ Services & Supplies Expenses
Accounts Receivable & Counter 168,944$ Receipted Revenues
Utility Customer Service & Analysis 227,054$ Utility Sales and Service Charges
Purchasing 28,101$ Modified Operating Expenses, Citywide
1500019 | Non-Departmental - Non-Departmental 1,010,820$
Workforce Support, Citywide 833,500$ FTEEs, Citywide
Workforce Support, General Fund -$ FTEEs, General Fund
Facilities Support, Citywide -$ Building Area Occupied, Citywide
Facilities Support, City Hall -$ FTEEs, City Hall Occupants
Financial / Admin. Support, Citywide 177,320$ Modified Operating Expenses, Citywide
Financial / Admin. Support, General Fund -$ Modified Operating Expenses, General Fund
1502011 | Non-Departmental - IT CM 9,934$
City Manager Support 9,934$ All to City Manager
1502012 | Non-Departmental - IT City Clerk 48,500$
City Clerk Support 48,500$ All to City Clerk
1502017 | Non-Departmental - IT Finance 88,516$
Finance Support 88,516$ All to Finance
1502020 | Non-Departmental - IT Citywide 781,822$
Citywide Support 781,822$ FTEEs, Citywide
1502023 | Non-Departmental - IT PD 259,730$
Police Support 259,730$ All to Police
(Table continues on the following page.)
Central Services Department/Division
and Functional Cost Pool Created by the Plan
(SLIDE 3 OF 3)
ALLOCATED
COST POOLS
AND ALLOCATION
BASES IN THIS PLAN
12
•The CAP uses data from
existing City systems,
industry methods, and
available staff time
estimates to derive a
functional cost pool to be
allocated from each service
organization
•The CAP sets a readily
accessible and replicable
basis for reasonably
allocating each function to
benefitting departments
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
(Continues table from the preceding page.)
Allocable
Cost Pool Allocation Basis
1502028 | Non-Departmental - IT Marine Safety 16,620$
Marine Safety Support 16,620$ All to Marine Safety
1502030 | Non-Departmental - IT CD 1,720$
Community Development Support 1,720$ All to Community Development
1502042 | Non-Departmental - IT PW 31,950$
Public Works Support 31,950$ All to Public Works
1502070 | Non-Departmental - IT CS 21,390$
Community Services Support 21,390$ All to Community Services
5000042 | Public Works - Engineering 1,007,049$
Department Administration, Workforce 261,793$ FTEEs, Public Works Programs
Department Administration, Operations 163,347$ Net Operating Expense, Public Works Programs
Department Administration, Infrastructure 228,247$ CIP Expenditures, Public Works Programs
Public Projects & Infrastructure 353,662$ CIP Expenditures, Citywide
5000050 | Public Works - Auto Maintenance 851,642$
Fleet Support, Citywide 554,200$ Assigned Vehicles, Citywide
Fleet Support, Non-Utility 297,442$ Assigned Vehicles, Excluding Utilities
5000052 | Public Works - Building Maintenance 1,223,991$
City Hall 441,471$ FTEEs, City Hall Occupants
Police Facilities 522,028$ All to Police
Community Centers & Facilities 216,784$ All to Community Services
Marine Safety Facilities 19,979$ All to Marine Safety
Pier Facilities 23,729$ All to Tidelands/Beach
Total Allocable Central Services Cost 12,889,849$
Central Services Department/Division
and Functional Cost Pool Created by the Plan
DISTRIBUTION
OF CITYWIDE OVERHEAD
TO DEPARTMENTS
13
•This is the resulting
spread of the total $12.89
million in allocated central
services costs to
departmental designation
in the CAP.
•This informs Indirect Cost
Rates (ICRs), which are
used to determine
interfund charges for
service.
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
These are department “designations” in the CAP, not always exact departments in the City’s accounting and organization
structure. These departmental designations are structured to consolidate divisions of like services and produce expressions
of Citywide overhead reasonable and undistorted to the underlying direct service provided by the grouped divisions.
38.3%
10.6%10.4%
8.9%
8.2%
7.0%
6.1%
4.0%
3.9%1.2%0.9%0.6%
Police
Public Works - Maintenance
Public Works - Water
Marine Safety
Public Works - Sewer
Community Services
General Government & Unclassifed
Community Development
Tidelands/Beach
Refuse
Fire
Public Works - Engineering
INDIRECT COST RATE (ICR) BY DEPARTMENT
•A percent of a cost basis that reflects a
department’s share of Citywide
overhead
•ICR as a percent of direct expense by
“Department” is most relevant for
Seal Beach.
•Overhead follows departments into
each fund and/or to other cost
recovery applications.
•Provides a relatively stable outcome
applicable to changing costs year over
year
•Caution: Comparisons between
departments are not meaningful. Each
department has a unique cost profile
on which its allocated overhead is
expressed.
14 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Departmental Designation in the CAP
ICR on
Eligible Direct
Expense
Community Development 21.0%
Community Services 55.6%
Fire 1.4%
Marine Safety 47.3%
Police 26.2%
Public Works - Engineering 55.6%
Public Works - Maintenance 26.2%
Public Works - Sewer 78.6%
Public Works - Water 19.8%
Refuse 11.6%
Composite for the City 20.7%
INDIRECT COST RATES
Interfund Charges for Central Service
CALCULATED INTERFUND
CHARGES
FOR SERVICE
16
•These values represent
the total allocated
overhead costs received
through the CAP process
by utility funds
•Values shown represent
maximum recoverable
costs found by CAP on
funds that are sustained
by cost of service based
rate revenue streams
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Maximum
Interfund Charge
in This Plan [a]
Distribution
of Outcomes
501 | Water 1,334,607$ 10.4%
503 | Sewer 1,052,515$ 8.2%
2,387,122$ 18.5%
106 | Tidelands Beach 1,418,978$ 11.0%
All Other Non-General Funds 604,333$ 4.7%
100 | General Fund - Remaining Central Services Borne 8,479,416$ 65.8%
Total Central Services Allocated in this Plan 12,889,849$ 100.0%
[a] The City would need to evaluate eligibility and sufficiency of funding sources to accept the calculated
charge from this Plan.
Fund Receiving an
Interfund Charge for Service and/or Direct Allocations
to Reimburse the General Fund
Total Allocated Costs
Maximum Reimbursement to the General Fund
for Allocated Central Services in this Plan
COMPARISON
TO CURRENT CHARGES
17
•Total reimbursement to the
General Fund from enterprise
funds via direct labor
allocations and overhead
charges is nearly equivalent to
the amount received by the
funds via CAP methodology
•No change to amounts
currently charged to the
enterprise funds is found
necessary by CAP
•Implementation of new Capital
Programs in the utilities could
alter this finding in future
updates
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Directly Allocated
Labor from
Central Services
Processed in CAP
Additional
Overhead
Charge
Total
Contributions
from Enterprise
Funds
Maximum
Interfund
Charge
via CAP
Change from
Budgeted
Contributions
501 | Water 846,293$ 440,000$ 1,286,293$ 1,334,607$ 48,314$
503 | Sewer 736,204$ 293,000$ 1,029,204$ 1,052,515$ 23,311$
1,582,496$ 733,000$ 2,315,496$ 2,387,122$ 71,625$
Fund Receiving an Interfund Charge for
Service and Direct Allocations to
Reimburse the General Fund
General Fund Contributions
in FY 2025-26 Budget
Comparison to Total Allocated
Costs from this CAP
Reimbursement to the General Fund
for Allocated Central Services in this Plan
Change represents a negligible
2.3% to 3.8% difference. No
action to adjust current cost
recovery practices is
recommended by this report.
•Receive and file this Indirect Cost Allocation Plan report
•Update the Indirect Cost Rates calculated by this CAP,
which are used for other reporting and/or cost recovery
applications, no longer than every three to five years
•Revisit cost allocation and cost recovery on the utility
enterprises prior to next rate study cycle
NEXT STEPS
18 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Supplemental Information
HOW TO REVIEW A COST ALLOCATION PLAN
Philosophical and
analytical decisions
which impact the
numerical outcome of
the CAP, from largest
and broadest impact to
smallest and most
refined impact
20 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
1.Should and can direct service programs bear cost
recovery of indirect support/activity otherwise funded
outside of them?
2.Do I agree that an allocated cost center provides
support or benefit, and do I agree with the cost items
and amounts accounted for in those cost centers?
A.Does the allocated cost center provide broad agency-wide or
departmental support, or should the center’s costs be broken
down into more detailed functions of service to improve
allocation?
B.Do I agree with how the costs have been broken down into
functions of service?
3.Do I agree that the metric assigned to each allocated
function of service yields a proportionate receipt of that
function by beneficiaries?
COMPOSITION OF INTERFUND CHARGE (WATER)
21 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
•Over 30% of received cost is attributable to Finance services, driven by financial enterprise size and retail customer servic e billing operation.
•Over 25% is attributable to Public Works department administration and engineering support.
•Nearly 24% is attributed to City Manager and Risk Management costs.
Water
Finance
Public Works Engineering
Risk Management
City Manager
Public Works Auto Maintenance
City Clerk
Non-Departmental
City Attorney
Information Technology
City Council
Human Resources
Public Works Building Maintenance
Grouping of Central Services Value
Received
City Council 24,035$
City Manager 124,259$
Human Resources 23,325$
Risk Management 191,168$
City Clerk 46,242$
City Attorney 36,105$
Finance 416,049$
Non-Departmental 46,188$
Information Technology 31,711$
Public Works Engineering 337,933$
Public Works Auto Maintenance 57,591$
Public Works Building Maintenance -$
Total Cost Received to Department Class 1,334,607$
Central Services Received via Allocation
COMPOSITION OF INTERFUND CHARGE (SEWER)
22 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Sewer
Finance
Public Works Engineering
Risk Management
City Manager
Non-Departmental
City Clerk
City Attorney
Information Technology
City Council
Human Resources
Public Works Auto Maintenance
Public Works Building Maintenance
Grouping of Central Services Value
Received
City Council 21,377$
City Manager 100,147$
Human Resources 18,625$
Risk Management 181,487$
City Clerk 37,327$
City Attorney 34,964$
Finance 337,235$
Non-Departmental 39,959$
Information Technology 25,392$
Public Works Engineering 241,604$
Public Works Auto Maintenance 14,398$
Public Works Building Maintenance -$
Total Cost Received to Department Class 1,052,515$
Central Services Received via Allocation
•32% of received cost is attributable to Finance services, driven by financial enterprise size and retail customer service bil ling operation.
•23% is attributable to Public Works department administration and engineering support.
•Over 26% is attributed to City Manager and Risk Management costs.
SUPPLEMENTAL INFORMATION:
ACTUAL ALLOCATED COSTS
VIA TWO-STEP PROCESS
23
The two-step allocation
method means that a
central service
organization – including
its own received share of
Citywide overhead – is
fully allocated to
benefitting departments
who provide outward-
facing services to the
community
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Central Services Department or Division
FY 2025-26
Budget
Expenditure
less: Non-
Allocable
and/or Direct
Service
Allocable Cost
Pool Prior to
Two-Step
Process
less: Costs
Allocable to
Other Central
Services
plus: Costs
Received from
Other Central
Services
Effective
Cost Pool via
Two-Step
Method
1000010 | City Council - City Council 205,547$ (100,000)$ 105,547$ (16,166)$ 216,860$ 306,241$
1100011 | Manager - City Manager 1,234,205$ (43,943)$ 1,190,262$ (182,303)$ 286,470$ 1,294,429$
1100014 | Manager - Human Resources 558,136$ -$ 558,136$ (119,930)$ 95,799$ 534,005$
1100018 | Manager - Risk Management 3,162,913$ -$ 3,162,913$ (622,866)$ 23,046$ 2,563,093$
1200012 | Clerk - City Clerk 367,491$ -$ 367,491$ (56,286)$ 174,201$ 485,405$
1200013 | Clerk - Elections 4,000$ -$ 4,000$ (4,000)$ 292$ 292$
1300015 | City Attorney - City Attorney 592,000$ (85,000)$ 507,000$ (97,621)$ 31,492$ 440,871$
1400017 | Finance - Finance 1,810,771$ (169,955)$ 1,640,817$ (181,268)$ 541,262$ 2,000,811$
1500019 | Non-Departmental - Non-Departmental 1,058,820$ (48,000)$ 1,010,820$ (211,530)$ 64,550$ 863,839$
1502011 | Non-Departmental - IT CM 9,934$ -$ 9,934$ (9,934)$ 725$ 725$
1502012 | Non-Departmental - IT City Clerk 48,500$ -$ 48,500$ (48,500)$ 3,541$ 3,541$
1502017 | Non-Departmental - IT Finance 88,516$ -$ 88,516$ (88,516)$ 6,463$ 6,463$
1502020 | Non-Departmental - IT Citywide 781,822$ -$ 781,822$ (167,995)$ 57,088$ 670,915$
1502023 | Non-Departmental - IT PD 259,730$ -$ 259,730$ -$ 18,965$ 278,695$
1502028 | Non-Departmental - IT Marine Safety 16,620$ -$ 16,620$ -$ 1,214$ 17,834$
1502030 | Non-Departmental - IT CD 1,720$ -$ 1,720$ -$ 126$ 1,846$
1502042 | Non-Departmental - IT PW 31,950$ -$ 31,950$ (31,950)$ 2,333$ 2,333$
1502070 | Non-Departmental - IT CS 21,390$ -$ 21,390$ -$ 1,562$ 22,952$
5000042 | Public Works - Engineering 1,146,929$ (139,880)$ 1,007,049$ (118,258)$ 456,854$ 1,345,645$
5000050 | Public Works - Auto Maintenance 851,642$ -$ 851,642$ (57,908)$ 155,283$ 949,017$
5000052 | Public Works - Building Maintenance 1,673,991$ (450,000)$ 1,223,991$ (278,955)$ 155,860$ 1,100,896$
Total Allocable Central Services Cost 13,926,626$ (1,036,778)$ 12,889,849$ (2,293,986)$ 2,293,986$ 12,889,849$
ALLOCABLE COSTS BY IN THE TWO-STEP ALLOCATION METHOD
“Budget Expenditure” on this table refers to planned amounts for each division including labor costs that were directly alloc ated via budget. This is
a “restored” amount to the home division for CAP processing.
“Non-Allocable” includes outward-facing public services or other activities not related to central services.
SUPPLEMENTAL INFORMATION:
FTE DISTRIBUTION IN 101-1400017 FINANCE
•The CAP generates a functional
portrayal of certain central
service divisions
•Finance functions are based on
interview to determine job duties
and focus areas of individual
positions
•The overall percentage
distribution of annual time can be
reviewed alternatively as a
distribution of FTEs or implicit
weekly hours
24 CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Total for
Department
Per
Individual
Accounting / Financial Reporting 17%1.48 59 7.0
Budget / Financial Planning 12%1.01 40 4.8
Payroll 14%1.19 48 5.6
Accounts Payable 12%1.03 41 4.9
Accounts Receivable & Counter 15%1.27 51 6.0
Utility Customer Service & Analysis 16%1.35 54 6.4
Purchasing 2%0.15 6 0.7
General / Administration (Reallocated)12%0.99 40 4.7
Total 100%8.46 338 40
Central Services Function
in Finance/Administrative Services
Distribution of
Overall Annual
Staff Time [a]
Distributed
Full-Time
Equivalent
Employees
Implicit Average
Weekly Hours [b]
[a] Developed by individual position. Distributions reflect the allocation of FTEs. In the Cost Allocation Plan, distribution
follows the position's total cost.
[b] For illustration purposes. Does not take into account leave time and irregularity of work efforts for each function
throughout the month and year.
SUPPLEMENTAL INFORMATION:
ILLUSTRATING THE
IMPACTS OF VARIOUS
ALLOCATION METRICS
25
Choice of allocation
metric determines
how each benefiting
organization receives
its share of an
indirect cost pool
CLEARSOURCE PRESENTATION TO THE CITY OF SEAL BEACH
Utility
Enterprises Police Community
Services
Marine
Safety All Other
Modified Operating Expenses, Citywide 16%37%3%5%39%
Full-Time Equivalent Employees, Citywide 6%40%6%15%33%
Utility Sales and Service Charges 100%0%0%0%0%
Assigned Vehicles, Citywide 11%43%2%11%33%
CIP Expenditures, Citywide 31%***69%
Allocation Metric
Share by Departmental Grouping in All Funds
* May have benefiting CIP attributed to specific funds. This metric focuses on CIP attributable to the enterprise fund versus all other.