4.08.330 Annual franchise reports.
A. An annual financial/operational report in a format approved by the finance director that identifies revenues, expenses, and selected program data for the previous calendar year, specifically associated with or allocated to the City, is due on or before March 15th of each year. (D/D)
B. Specifically, franchisees shall report revenues and expenses (allowable and unallowable), in an income statement format, and provide a variety of information about customer counts, service levels, disposal volumes, and recycling activities.
1. While direct charge of allowable expenses is preferred, it is understood that many franchisees provide service in areas outside the City.
2. Consequently, allocations to franchise operations within the City are necessary for most allowable expenses.
C. In addition to the results of operations within the City, franchisees shall report totals for all operations, both within and outside the City, that share significant operational, management, and administrative expenses with the Beaverton franchise.
1. Resources allocated from regional or corporate offices or affiliates shall be distributed to appropriate expense line items, and shall also be disclosed in a schedule describing total allocations and their distribution to individual expense line items.
2. All allocations from affiliated companies must be described and must be equal to or less than the fair market value of similar goods and services purchased from a nonaffiliated company.
D. The report will also include a synopsis of the operating year, a description of the measures each franchisee has taken in the preceding year to make its operation more efficient, a listing of the efficiency measures that each franchisee proposes to take in the next year, a composite table showing the type and number of customer service complaints, a description of the measures that the franchisee has taken or is planning to take to correct the cause of commonly reported complaints, and such other information as requested by the City.
1. All report information shall be presented on a calendar year basis.
2. The report shall contain detailed information on education and promotion activities, and other information as required by the City. (D/D)
E. Franchisees may identify information submitted to the City in the annual report as confidential.
1. The City shall treat any information marked “Confidential” as such, and shall not subject the confidential information to public disclosure except as required by law.
2. If the City receives a request for disclosure of confidential information, the City shall notify the franchisee within a reasonable time after receiving the request so as to allow the franchisee a reasonable opportunity to defend against the requested disclosure through appropriate legal process. [BC 4.08.330, added by Ordinance No. 4203, 5/6/02; amended by Ordinances No. 4613, 4/2/13, Ordinance No. 4794, 12/1/20]