City of Surrey's 2021 - 2025 Financial Plan

FINANCE

EDUCATION & CULTURE

Increased the functionality of the Financial Management System for staff;

• Offered Budgeting, Financial Reporting and Procurement related training sessions to new and existing managers; and • Initiated corporate training sessions on

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• Completed a customer service training program with the goal of minimizing escalations to management; • Provided training sessions to internal staff on City procurement;

best practices related to the purchasing card (“P-Cards”) documentation process.

INFRASTRUCTURE

• Implemented the Fixed Asset Module in our Financial Management System to replace the existing system and improve efficiencies and reporting; • Pivoted to over-the-phone credit card payment processing in response to COVID- 19 customer service challenges; and • Continued to develop the Financial System by upgrading the processes, adding increased functionality, and continuing with overall process efficiencies.

CORPORATE SUSTAINABILITY

Received the Canadian Award for Financial Reporting for the 2019 Annual Financial Report;

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• Received the Distinguished Budget Presentation Award for the 2020-2024 Financial Plan; • Received the Popular Annual Financial Reporting Award for the 2019 Annual Financial Report Highlights; • Created an Employee Vehicle Mileage Reimbursement guideline document as a tool to assist employees in identifying eligible mileage expenses and reduce the number of incorrect mileage reimbursement submissions;

Award Winning 2020—2024 Financial Plan

City of Surrey | 2021—2025 Financial Plan | General Operating Fund | Finance

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