Independent Budget Analyst (IBA)

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IBA Staff Assignments

Charles Modica (Independent Budget Analyst)

  • Budget & Government Efficiency Committee
  • City Council (Closed and Open Sessions)
  • City Council Communications
  • Oversee Infrastructure Policy Issues
  • Oversee Budget and Financial Policy Issues
  • Annual Budget Process Lead
  • Ballot Fiscal Impacts Team
  • Department Operations
  • Media Contact/Coordination
  • Docket Planning with Director of Legislative Affairs (DLA)
  • Labor Issues/Labor Negotiations
  • San Diego City Employees Retirement System (SDCERS)
  • “Crash Courses” on the Budget for the Public
  • Midway Rising (Lead)
  • Budget Guides for the Public

Jillian Andolina (Deputy Director)

  • Rules Committee
  • Ballot Fiscal Impacts Team
  • City Council Financial Training 
  • Docket Planning with DLA
  • Labor Negotiations – backup 
  • Policy/Budget Review for the following areas:
    • City Clerk
    • Office of the City Attorney
    • Department of Finance
    • Mayor’s Office (including COO, Government Affairs, Boards and Commissions, Child and Youth Success)
    • Office of the IBA
    • City Council Offices
      • Council Administration
      • Council Community Projects, Programs & Services Funds (CPPS)
  • Revenues backup – Sales Tax and Tourism Occupancy Tax

Lisa Byrne (Principal Fiscal & Policy Analyst)

  • Budget & Government Efficiency Committee Support
  • Lead Coordination of Operating Budget Reports
  • Coordinating Annual “Crash Budget” Courses for the Public
  • Pension, Retiree Health, and employee benefits
  • Labor Issues/Negotiations
  • Disclosure Practices Working Group – back up 
  • Lead: Monitoring, Review and Recommendation on Financial Policies and Budget Policies 
  • Policy/Budget Review for the following areas:
    • SDCERS
    • Personnel
    • Human Resources
    • Risk Management and Risk Management Reserves (Public Liability, Workers’ Compensation, Long-Term Disability)
    • General Fund Reserves 
    • Transition Overall General Fund Expenditure and Personnel Analysis to Trisha and Sergio

Jordan More (Principal Fiscal & Policy Analyst)

  • Environment Committee
  • Independent Rate Oversight Committee (IROC)
  • Oversee & Monitor Independent Consultant Review of PUD Water Rates
  • San Diego Community Power 
  • SDG&E Franchise Agreement
  • Policy/Budget Review for the following areas:
    • Public Utilities Department
    • Environmental Services
    • Storm Water Department
    • General Services Department 
    • Climate Action Plan and Resiliency 
    • Revenues Backup: Property Tax and Franchise Fees

Baku Patel (Senior Fiscal & Policy Analyst)

  • Public Safety Committee
  • City Debt Financing Issues
  • Disclosure Practices Working Group 
  • Infrastructure Financing Support (w/ Brady Balolong)
  • Labor Issues/Negotiations - Public Safety
  • Policy/Budget Review for the following areas:
    • Police 
    • Fire-Rescue
    • Office of Emergency Services 
    • Park & Recreation
    • Library 
    • Mission Bay Fund
    • Balboa Park Improvement Fund
    • Regional Park Improvement Fund
    • Commission on Police Practices

Trisha Tacke (Senior Fiscal & Policy Analyst)

  • Audit Committee
  • Audit Committee Member Recruitment
  • Grand Jury Response Coordination and Follow-up
  • Policy/Budget Review for the following areas:
    • City Auditor
    • Information Technology
    • PandA 
    • Citywide
    • Information Technology
    • City Wage-Related Policies (e.g. Minimum Wage, Earned Sick Leave, Prevailing Wage) and Project Labor Agreement
  • Labor Issues/Negotiations (backup)
  • W/ Sergio: Overall General Fund Expenditure and Personnel Analyses including: Overtime, Salaries & Wages, Vacancies, Fringe Benefits, Non-Personnel Expenditures
  • Title VI Liaison

Amy Li (Senior Fiscal & Policy Analyst)

  • Land Use and Housing Committee 
  • Regional Task Force on the Homeless
  • Policy/budget review for the following areas: 
    • Homelessness Strategies and Solutions Department
    • San Diego Housing Commission
      • Including Labor Issues/Negotiations
    • Development Services 
      • Cannabis Business Tax Revenue w/ Sergio Alcalde
    • City Planning

Noah Fleishman (Senior Fiscal & Policy Analyst)

  • Economic Development and Intergovernmental Relations Committee 
  • Policy/budget review for the following areas:
    • Economic Development (including Real Estate and Airport Management and Cultural Affairs)
    • San Diego Convention Center 
    • Port of San Diego 
    • Arts and Culture (i.e. Penny for the Arts) 
    • Tourism Marketing District 
    • Special Promotional Programs
    • Special Events and Filming
    • Revenues 
      • Property Tax 
      • Transient Occupancy Tax 
      • Franchise Fees 
      • Sales Tax
    • Infrastructure Fund 

Sean Harris (Fiscal & Policy Analyst)

  • Active Transportation & Infrastructure Committee 
  • Infrastructure Policy & Budget Issues 
  • Lead on Capital Infrastructure Reports incl: Five-Year, Mid-Year, Year-End, State of the CIP 
  • CIPRAC – Advisory Member 
  • Policy/Budget Review for the following areas:
    • Capital Improvement Program 
      • Infrastructure Financing Support (w/ Baku Patel)
    • Engineering & Capital Projects 
    • Transportation
    • Purchasing and Contracting

Sergio Alcalde (Associate Fiscal & Analyst)

  • Community and Neighborhood Services Committee 
  • Provide Research and Analytical Support to Fiscal and Policy Analysts
  • Backup to IBA Confidential Executive Assistant (i.e. calendaring, phone calls, Onbase Reports, Memos, Assisting IBA (as-needed)
  • Office-Wide Support on Major Reports and Presentations: Multi-City Survey; Budget Reports, Best Practices; PowerPoints, Tables, Charts, etc. 
  • Assist Deputy Director with IBA Office Budget 
    • Track IBA Key Performance Indicators
  • Docket Planning with DLA
  • Council Staff Docket Briefing Coordination
  • Annual Updates to Budget and Infrastructure Citizens Guides
  • Public Records Request Liaison 
  • Policy/budget review for the following areas:
    • Communications Department
    • Office of the City Treasurer
      • Cannabis Business Tax revenue w/ Amy
      • Parking meter maintenance and revenue          
    • Ethics Commission 
    • Parks & Recreation (secondary)
    • Library (secondary)
  • W/ Trisha: Overall General Fund Expenditure and Personnel Analyses including: Overtime, Salaries & Wages, Vacancies, Fringe Benefits, Non-Personnel Expenditures

Veronica M. Murillo (Confidential Executive Assistant to the IBA)

  • Primary Support to IBA
  • Scheduling Coordination
  • Council Staff Docket Briefing Coordination (backup)
  • IBA Weekly Assignment Tracking
  • IBA Report Distribution
  • Website Administration
  • Social Media Announcements/Advertising (i.e. Twitter)
  • Official Office Correspondence Distribution (i.e. Memorandum, Reports, etc.)
  • OnBase City Council/Council Committee Item Intake & Routing
  • Virtual Platform Logistics (i.e. Zoom, Teams, Webinars)
  • Media Contact/Coordination
  • IBA Office Subpoenas
  • Yearly Accomplishments Tracking
  • Oversee and Monitor Office Training Requirements
  • Update to IBA Employee Handbook, as needed

Meet the Staff