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HomeMy WebLinkAboutBudget FY 1985-1986} 1985-1986 C I TY OF L O D CA IIF0RNIA e e AS APPROVED BY THE MAYOR AND CITY COUNCIL Iwl CITY OF L001 CITY OF LODI CALIFORNIA CITY COUNCIL DAVID M. HINCHMAN, MAYOR Fred M. Reid, Mayor Pro Tempore James W. Pinkerton, Jr. Member, City Council Evelyn M.,Olson, Member, City Council John R. (Randy) Snider Member, City Council Alice M. Reimche, City Clerk Ronald M. Stein, City Attorney PRINCIPAL ADMINISTRATIVE OFFICERS City Manager .. ..:................Thomas A. Peterson Assistant City�Manager............Jerry.L. Glenn Administrative Assistant ... ....... William Hinkle Community Development Director.... James B. Schroeder Finance Director & Treasurer ...... Robert H. Holm Fire Chief ........................Donald N. MacLeod Librarian.........................Leonard L. Lachendro Police Chief.... .............. .Floyd A. Williams Public Works Director.............Jack L. Ronsko Recreation & Parks Director ....... Ed DeBenedetti Utility Director ................ .Henry J. Rice STATISTICS AND INFORMATION The City of Lodi was incorporated under the General Laws of the State of California on December 6, 1906. Area: 9.30 square miles Population: Federal Census of 1980 . . . .'35,221 State Estimate of 1983 . . . . 38,318 Federal Census of 1981 . . . . 35,574 State Estimate of 1984 . . 39,475 State Estimate of 1982 . . 36,928 State Estimate of 1985 . . . .. 41,281 CITY 0 F LOD1 TABLE OF CONTENTS Page Number CITY MANAGER'S BUDGET MESSAGE. . . . . . . . . . . . . .M-1 - M-35 ADDENDUM TO 1985-86 CITY MANAGER'S BUDGET MESSAGE . . . M-37 Page Number FUND SUMMARIES Total General Budget - Schedule A. . . . . . . . . . . 1 General Fund - Schedule B. . . . . . . , 2 Electric Utility Fund - Schedule C . . . . . . . - 3 Sewer Utility Fund - Schedule D. . . . . , 4 Water Utility Fund - Schedule E. . . • • • • • • • . • 5 Library Fund - Schedule F . . . . . . . . . . . . . , 6 Hutchins Street Square - Schedule G. . . . . 7 Financing Resource- Schedule H . . . • • • • • • Resources 9 Special Revenue Funds - Schedule I . . . . . . . . . . 15 Departments Summary. of Operating BudgetsbySchedulDe• 21 • Dental & Long -Term Disability Insurance Reserves -55 Schedule K . . . . . . . . . Public Liability Insurance Reserve - Schedule L. . . . 56 Workers' Compensation Insurance Reserve - Schedule M . 57 Wastewater Capital Outlay - Schedule N . . . . . . . , 61 Federal Revenue Sharing - Schedule 0 . . • • . , 62 CITY OF LODI TABLE OF CONTENTS OPERATING BUDGET DETAIL Page Number Bond Debt Service . . . . . . . . . . . . . 24 Building Inspection. . . . . . . . . . . . 25 City Attorney. . . . . . . . . . . . . 23 City Clerk . . . . . . . . . . . . . . . . 23 City Council . . . . . . . . . . . . . . . 23 City Manager . . . . . . . . . . . . . . . 25 City Pound . . . . . . . . . . . . . . . 27 Community Development. . . . . . . . . . . 25 Community Relations. . . . . . . . . . . 25 Contingent Fund. . . . . . . . . . . . . 23 Election . . . . . . . . . . . . . . . . . 23 Electric Utility Fund. . . . . . . . . . . 36 Equipment Maintenance. . . . . . . . . 31 Finance Department . . . . . . . . . . . . 26 Fire Department, , , , , , , , , , , , , , 28 General Charges . . . . . . . . . . . . . . 24 Grant Administration . . . . . . . 26 Hutchins Street Square . . . . . . . . . . 40 Insurance. . . . . . . . . . . . . . . . . 24 Library Fund . . . . . . . . . . . . . . . 35 Personnel. . . . . . . . . . . . . . . . . 25 Police Department . . . . . . . . . . . . . 27 I I I I 1 CITY OF LODI TABLE Of CONTENTS Page Number OPERATING BUDGET DETAIL ,(continued) Public Works Department . . . . . . 28 Recreation & Parks Department . . . . . . . . 32 Refuse Collection. ... . . . . . . . . . . . . 24 Sewer Utility Fund . . . . . . . . . . . . . 38 Special Payments - Administration. . . . . . 24 Water Utility Fund . . . . . . . 39 OTHER BUDGETS Authorized Equipment Purchases . . . . . . 41 Authorized Personnel . . . . . 45 Self -Insurance Funds: Dental Insurance .. . . . . . . 59 Long -Term Disability. . . . . . 59 Public Liability Insurance. . . 59 Workers' Compensation Insurance 59 Summary of Electric Utility Budgets. . . . . . 53 Summary of Utility Outlay Budget . . . . 54 Utility Outlay Budget Detail . 51 CITY Of LODI City Hall Lodi, California BUDGET MEMO May 24, 1985 To the Honorable Mayor and Members of the City Council Councilmembers: Presented herewith for your information -and review is the Operating Budget for fiscal year 1985-86. The budget totals $34,715,830 plus transfers to other funds and _reserves. This represents an increase of $4,427,425 over the 1984-85 budget of $30,288,405. These numbers are distorted by the inclusion of the annual bulk power purchase, which in 1985-86 will increase an estimated $3,460,000. Backing out the power purchase, we find that the actual increase in the Operating Budget for 1985-86 is just under six percent. On the other side of the ledger, the City's estimated operating revenues (minus utility sales) will increase $1,354,825, from $12,046,515 to $13,401,340, representing ,,a strong 11.2% gain. This budget will allow the City to continue to provide high levels of municipal services, address some staff deficiencies, andIi.l. provide for replacement of worn out.equipment and purchase of new equipment designed to maximize employee efficiency. This budget M-1 op N CITY OF LODI presentation will make comparisons between the budget adopted last year and the budget presented this year. FINANCING RESOURCES A municipal budget is funded utilizing a number of resources. These can be classified into two major categories: operating revenues, such as taxes, charges, fees and the like, and reserves. OPERATING REVENUES The total estimated operating revenues to fund this budget will be $37,418,985, an increase of $6,761,310 from last year's figure of $30,657,675. As noted earlier, this number is misleading in that electric sales will be $5,223,200 more than last year. If we disregard the electric sales, we find that other revenues have increased by $1,538,110. This is the result of anticipated gains in sales tax and motor vehicle in -lieu revenue, as well as increased revenue in the areas of refuse collection, building I permits, and interest earnings. The following source by source analysis of revenue will present. a detailed and accurate portrayal of the City's revenue status. M-2 CITY O.F L001 A. Property Tax The City of Lodi presently receives approximately 36% of each property tax dollar collected plus the necessary increment to recover bonded debt. This debt is being retired in accordance f with a pre-set bond redemption schedule. Property tax funds may be used for any City function, including voter -approved debt incurred prior to 1978. The 1985-86 revenue from the tax rolls is anticipated to be $2,911,355. The Library will be allocated $447,660 of these funds; the General Fund $2,183,220; and the Sewer Fund $280,475. Included in the $2,911,355 is property tax levied to recover the debt service on the 1965 Municipal Bonds. The amount for this fiscal .year is $457,445 apportioned as follows: $176,970 to the General Fund and $280,475 to the Sewer Fund. In summary, property tax revenue is estimated at: General Fund $2,006,250 Library Fund 447,660 Sewer Bond Debt 280,475 Other Municipal Bonds N_176,970 $2,911,355 M-3 CITY 0 F LODI This represents an increase of 1.5% over last year's estimate. This low figure is a direct result of removing Business Inventory from the taxable base, as a result of State legislation. A portion of the State budget adopted last year provided permanent financing for local government. As a part of that plan, the statutory subventions for motor vehicle fees were returned to the cities. The State likewise took business inventory from the property tax base and set up a subvention which will reduce to zero over the next five years. As property values change, these changes will be placed on the tax roles rather than on March 1. B. Sales Tax: Revenue The estimate for sales tax. revenue for 1985-86 is $3,962,700. This is an increase of $388,700 from last year's estimate of $3,574,000, a gain of 10.9%. Sales tax is by far the City's most significant single source of funds and is the most dynamic in responding to the economy. It points to the importance of maintaining a healthy retail, service and industrial environment. C. Other Taxes. These revenues.are derived from taxes on sale of gas, real estate transfer transactions, business license tax, and franchise fees. This source of revenue amounts to $319,945. Most of these taxes are not sensitive to the economy and remain rather stable, M-4 CITY OF LODI however, property transfer taxes will grow with increased real estate activity. D. Licenses, Fines, and Use of.Property. These revenues are obtained from various permit and license fees, property rental, court fines and penalties. The total revenues from this source is estimated at $480,675, a decrease of $21,430 from last year's figure. The major reason for this dec-rease is a loss of revenue from court fines caused by a change in the manner in which the.counties return motor vehicle fines. Much of that loss is being offset by increased permit fees. Obviously, if there is a decline in building activity,, this revenue source will decline. As the City Council is aware, these permit fees are for direct services provided and are sufficient to cover the cost of providing these services.. E. Interest This is becoming a significant revenue resource for the City and is one of the most volatile. The 1985-86 estimate is $1,278,320. This figure is predicated on receiving all projected revenues in a timely manner. If interest rates drop significantly and if other r revenues do not materialize, this source of funds could be dramatically reduced.. M-5 CITY OF L001 F. Revenue From Other Agencies_ The past few years, the State of California has held back or eliminated significant portions of what were once stable local government revenues. Last year, the State restored statutory revenue from motor vehicle in -lieu fees. Also included here are the new State subventions for Business Inventory Tax elimination. This revenue source will decline to. zero in 1988-89. Revenue in this category for 1985-86 is estimated at $1,443,055, an increase of $387,260 over the previous year's figure of $1,055,795. This increase consists of hikes in the following categories: motor vehicle in-Heu fees ($168,815); Peace Officers Standards and Training (police officer training) ($120,000); Business Inventory Tax ($94,780); and cigarette tax ($3,665). The Peace Officers Standards and Training reimbursements previously had been listed in the category of Revenue Not Otherwise Classified. G. Service Charges These are the fees and charges the City receives. for direct services provided. It includes all recreation fees, planning and engineering fees and refuse collection fees. The total amount of these charges anticipated in 1985-8.6 is $2,208,845, an increase of $207,065 over last year. The major reason for this increase is increased revenue from refuse 'collection fees of $151,300 as a CITY OF LODI result of increases in refuse fees and growth in business. Other increases are i"n engineering and plan check revenues as.a result of increased activity. H. Other Revenues These are miscellaneous.revenues from unanticipated sources, such as reimbursements of previously paid bills and insurance policies, and the sale of scrap or salvage material. This revenue source is estimated to be $ 64,835 for 1985-86. I. Revenues from Utility Operations The City operates three utilities: Electric, Water and Sewer. These funds ar"e operated on a enterprise basis with revenues and expenditures listed separately. In presenting the total operating budget for the City, these operations are also included. r A. Electric Sales The e.stimated electric sales for 1985-86 total $21,343,200 which is $5,223,200 more than last year's estimate of $16,120,000. This does not represent a significant increase in power sales, but R rather an increase in rate to offset the higher cost of purchased power., M-7 CITY OF LODI B.Water _Sales _and _Fees. The projected revenues from water sales and charges for 1985-86 are $1,401,520 versus last year's figure of $1,309,900, an increase of $91,620. C. Sewer_CharKes. The projected income from Sewer Service - fees and Sewer Connection fees is $1,272,925, a $91,665 increase over last year's revenues. The factors here are that we anticipate connection fees to increase from $210,500 in 1984-85 to $250,000 in 1985-86, plus a 5% growth in usage. D. Interfund Transfers Monies in other funds are also used to finance the Operating Budget. This year, $347,505 of Gas Tax money, and $128,730 of Transportation Development Act funds will be used for operating expenditures. These funds are being used entirely for street maintenance purposes. In addition, $30,0,00 of the Housing and Urban Development funds will be used to fund administration of the Community Development Block„Grant program. M-8 CITY OF L001 CONTRIBUTIONS FROM RESERVES In order to provide for funding for operating expenses, it is recommended $95,000 be transferred from the Workers Compensation Insurance Reserve to the General Fund. This sum represents interest earned in that fund the past year. The current financing resources available to meet the operating budget together with comparative 1984-85 estimates are as follows: (Complete detail on revenue sources is shown in Schedule H.) F CITY OF L001 OPERATING_REVENUE M-10 1985-86 $2,911,355 3,962,700 376,745 649,250 1,278,320 1,443,055 2,208,845 64,835 1,401,520 1,272,925 506,235 $16,075,785 21,343,200 $37,418,985 95,000 $37,513,985 - 3.6 + 29.5 + 36.6 + 10..3 - 60.7 + 6.9 - 7.7 + 29_6 +- 10.6 + 32_4 + 22.1 - 88.3 19.2 1984-85 Property Tax $2,867,255 Sales Tax 3,574,000 Other Tax 332,355 Licenses, Fines and Use of Property 673,030 Interest 986,820 Revenue from Other Agencies 1,055,795 Charges for Current Services 2,001,780 Other Revenues 164,800 Water Sales & Fees 1,309,900 Sewer Charges & Fees 1,181,260 Interfund Transfers 390,680 Subtotal $14,537,675 Electric Sales 16,120,000 $30,657,675 Reserves 814,545 Total Resources $31,472,220 M-10 1985-86 $2,911,355 3,962,700 376,745 649,250 1,278,320 1,443,055 2,208,845 64,835 1,401,520 1,272,925 506,235 $16,075,785 21,343,200 $37,418,985 95,000 $37,513,985 - 3.6 + 29.5 + 36.6 + 10..3 - 60.7 + 6.9 - 7.7 + 29_6 +- 10.6 + 32_4 + 22.1 - 88.3 19.2 CITY A F [Ant OPERATING_EXPENSES The total operating expenditures for 1985-86 will be $34,715,830, an increase of 14.6%. As noted earlier, the estimated cost of electricity is $3,460,000 more than last year. -If bulk power purchases are discounted, then the operating expenses increased from $16,298,405 in 1984-85 to $17,265,830 in 198.5-86, an increase of 5.9%. An analysis of this budget on a category -by -category basis will help to clarify the reasons for the increase. M-11 Subtotal 16,298,405 17,265,830 937,425 5.9 Bulk Power Purchase 13,990,000 17,450,000 3,460,000 24.7 TOTAL $30,288,405 $34,715,830 $4,427,425 14.6 The major causes for the increase in this budget in addition to increased electric costs and the addition of new positions in the budget, are increased costs of goods and services, increased participation and workloads, an expanded tree trimming program in the Electric Department; depreciation of equipment purchased in previous years; and increases in the cost of providing refuse service. M-12 CITY OF L001 Series 1984-85 1985-86 Difference % Chan 100 Personal Services $10,205,810 $10,922,345 $ 716,535 7.0 200 Utilities & Transportation 1,045,425 1,151,770 106,345 10.2 300 Supplies & Services 1,618,095 1,872,050 253,955 15.7 400 Depreciation 552,545 588,315, 35,770 6.5 500 Equipment & Structures 192,040 156-,740 -35,300 -18.4 600 Special Payments 2,684,490 2,574,610 -109,880 -4.1 Subtotal 16,298,405 17,265,830 937,425 5.9 Bulk Power Purchase 13,990,000 17,450,000 3,460,000 24.7 TOTAL $30,288,405 $34,715,830 $4,427,425 14.6 The major causes for the increase in this budget in addition to increased electric costs and the addition of new positions in the budget, are increased costs of goods and services, increased participation and workloads, an expanded tree trimming program in the Electric Department; depreciation of equipment purchased in previous years; and increases in the cost of providing refuse service. M-12 NITV AC 1 AAI 100 Series - Personal Services. This budget includes negotiated salary increases only for the Police and Electric Units.. This budget does include all increases grarited last year, and the addition of new positions. The new positions requested are as follows: City Manager 1 Secretary to the City Manager Recommended Police 1 Administrative Clerk III 1 Administrative Clerk II Parks 4 Park Maintenance Workers Recreation 1 Recreation Superintendent Public Works 1T1:aborersY 1 Tree Trimmer 1 Engineering Tech II Recommended Expanded Work Load and Reduced Part Time Help Expanded Work. Load Not recommended Not recommended Not recommended Recommended Recommended Recommended Expanded Work Load. In Lieu Of Contract Work Expanded Work Load; Reduced Part Time Help 1 Equipment and Plant Mechanic Not recommended Of the 12 new positions requested in the 1985-86 budget, six are recommended for City Council approval as listed above. A brief supporting statement .for each follows: M-13 CITY. OF LODI °Secretary to the City Manager - The Administration Office now has five professional staff members generating work for three full-time and two part-time employees.. It is recommended that the new position of Secretary to the City Manager be approved as part of a reorganization of the administrative offices in City Hall. In the two months I -have held the position of City Manager, I have thoroughly evaluated and -analyzed the work flow and organizational structure of this office. There is an absolute need for an additional full-time secretarial position in this work area. A significant amount of part-time hours would be eliminated as a partial offset of the cost of funding this new position. This reorganization will materially improve the efficiency of this office. With City Council approval, the new position will provide for clerical staffing as follows: Secretary to the City Manager - To provide clerical support to the City Manager and Assistant City Manager. Legal Secretary - To provide clerical support to the City Attorney. Administrative Clerk II - To provide clerical support to the Administrative Assistant (Personnel Office) M-14 4 14 CITY Of LODI Administrative Clerk II - To provide clerical support to the City Clerk and others in the Administration Office. It will still be necessary to retain a limited number of hours of part-time assistance, particularly in the Personnel Office during this transit.ion period. However, the goal is to continuously reduce the amount of this part-time assistance as the reorganized work unit developes a smooth -working relationship. °Administrative Clerk III (Police Department) - Chief of Police Floyd Williams has made . significant changes in the organization of the City's Police Department since assuming the direction of that department in May, 1984. Among these is the moving of the training position (Sergeant) to the second floor administrative spaces. This greater attention to the training aspect of the Police Department's activities has dramatically increased the clerical work load in the administrative office. With this additional function, there are now three individuals -- the Chief of Police, Police, Captain Larry Hansen, and the Training Officer -- generating work which.must be processed by one clerical position. This new position will provide for a smooth work flow in the office of the Chief of Police. M-15 CITY OF LODI °Laborers (2) (Public Works) - In 1953, the year we began keeping accurate records concerning work. loads and personnel in the Public Works Depaxtment, the Street Division maintained 56 miles of streets, 16 miles of alleys and four parking lots. At that time, this division was staffed with 18 positions. ,This division today consists of 21 positions. Since that time, the City's street system has grown to, 131 miles, plus the 16 miles of alleys. As we move into the new fiscal year (1985-86), the number of street miles will exceed 150. During this same time period, the number of street trees planted in sidewalk planters has increased from 293 to 841. Within the past five years, with no increase in personnel, we have seen the number of storm drain system miles increase from 72 to 90; the number of pumping stations increase from 13 to 18; the number of catch basins increase from 1,635 to 2,157; and the number of manholes increase from 724 to 1,030. In addition, the Street Division has responsibilities in the areas of tree trimming and planting, street cleaning, traffic warning and regulatory devices, baseball and softball park grading and trench paving associated with the activities of the Utility (Electric) Department and the Water/Wastewater Division of the Public Works Department. The recommended posi.tions will be a significant addition to a street system that requires more general and routine preventive maintenance to avoid costly reconstruction costs in the future. The downtown M-16 C C CITY OF LODI beautification district is demanding considerably more time in the areas of hand sweeping curb returns (corners), cleaning tree wells, and restaking trees in the downtown area. Accepting the responsibility to maintain the sprinkler system of landscaped areas serviced by contract is now utilizing approximately 1/3 of a Street Maintenance Worker's time. 'Tree,Trimmer - This position is essential to provide for right-of-way clearance on the City's electric utility lines. The Electric Department budget requested funding for contract tree trimming in the amount of $60,000 for fiscal 1985-86. It is recommended, and the Utility Department concurs, that `the tree trimming required can be accomplished by the City crew .with the addition of one position at a cost considerably less than the budgeted amount requested. I 'Engineering Technician - For various reasons, such as school conflicts, lack of qualified students and the like, we Have not made use of the full budgeted amount of part-time help in the Engineering Division. In addition, the amount of supervision and training required for part-time personnel is excessive. The amount of time devoted to maintaining the various City street and utility maps, easement records, and M-17 CITY OF LODI various file indexes is approximately two person years per year divided among four technicians and one -to -four part-time people. The elimination of part-time hours, to be replaced by the addition of one full-time position makes this recommendation a reasonable solution to the existing problem of Public Works Department staffing in this division. M-18 CITY OF LODI 200 Series - Utility, Communication.and Transportation. ------------------------------------------------------- The cost of the City's annual bulk power purchase is not included as a 200 Series cost per se. Minus the bulk power purchase, the budget expenditures in the 200 Series show an increase of $106,340. The reason for the increase is two -fold. When the budget was adopted last year, it was based on charging ourselves $.060 per kilowatt hour of electricity. We are using $.064 per KWH as a budget figure for 1985-86. When the City installed its new telephone system, appropriations for the 19.84-85 budget were reduced by 60%. We over-estimated the effect,- which causes us to recommend a 50% increase over last year. This is still 40% less than the funds budgeted in 1983-84 fiscal year. This budget reflects an increase in the cost of postage. Finally, inflation and increased services require additional funds to be budgeted. 300 Series - Supplies and Materials The 300 Series is $253,995 more than last year. In addition to inflation, the single largest contributor to. this increase is M-19 CITY OF L001 realistically budgeting actual expenditures in the Police Department' for training. In the 1984-85 budget, we budgeted $9,700 for training, yet in 1984/85 we expect. to expend in excess of $80,000. For this year., we are budgeting $90,000. Of significance is that most of the training money will be returned to the City through State reimbursements (POST) which are shown in this budget as. revenues. In addition, a municipal election is scheduled. Also, the costs of recruiting, testing and selection requires additional funding, as does the use of a money broker in the Finance Department. A number df one-time purchases of supplies also contributes to the overall increase in the 300 Series. 400 .Series - Depreciation ------------------------- The increase in depreciation from $552,545 to $588,315 this year is the result of equipment purchased last year and an increase in sewer plant depreciation. Sewer Plant depreciation of $324,310 is transferred to the Waste Water Capital Outlay Fund. Equipment depreciation which totals $588,315 is transferred to either the equipment fund or the appropriate capital fund; i.e., electric, sewer or water. M-20 CITY OF L.ODI F eries - Equipment, _quipent, Land and Structures 00 Series contains equipment and reconstruction contracts d for on-going operations. If a piece of equipment costs over.$500, it is not included as a line budget item, but rather purchased from capital or other designated funds. The tot.al cost for this Series is $156,740, a decrease of $35,700 from last year's budget. I!� The primary reason for this decrease is -the elimination of a City contribution to.the rehabilitation of Lodi Higl School. While not a part of the operating budget, certain pieces of equipment. are included in this budget. A complete list of those pieces of equipment and the recommended funding sources are shown on pages 41, 42, and 43 i It should be mentioned, no Police patrol vehicles are included in this budget. We were able to procure extra vehicles.earlier at a favorable price and are placing them in service as need demands. M-21 CITY OF LODI 600_ Series ___Special _Payments The 600 Series covers debt service, refuse collection payments, taxes, and other special payments. The costs of this series will be $2,574,610, a reduction of $109,880 from last year's budget. Major items in this Series are: - Refuse Disposal $1,717,165 Debt Service General Obligation 176,970 Sewer (interest only) 74,425 Special Payments ,Woodbridge Irrigation District 6,935 Grape Festival 1,500 Chamber of Commerce 4,000, Annual Audit 15,000 Employee Dinner 3,800 Employee Service Pins 1,000 San Joaquin County Safety Council 1,000 Northern California Power Agency 122,600 Contingent Fund 250,000 Developers Refunds 125,000 The refuse collection costs have increased by $106,820 which is offset by a rate increase granted last year, plus additional M-22 CITY ng i nni services provided. The reason there is a decline i.s an estimated reduction in assessments to the Northern California Power Agency (NCPA) of $214,540. Other Budgets In addition to the operating budget there are six additional budgets which are necessary for the overall operation of the City. These budgets are not shown as part of the operating budget as the funding for them is included in other budgets, or are funded from special funds. These budgets are Public Liability and Property Damage (PL & PD). Fund, Workers Compensation Fund, Utility Outlay Reserve, Equipment budget, dental insurance and long term disability.funds. The insurance budgets are based upon our best estimates of expenses for next year, taking into consideration past experience. The Utility Outlay Budget is an integral part of the Electric budget and includes those items which are designed to expand the system's output. The details of the expenditures for the insurance budgets is shown on Page 59, the detail for the Utility Outlay Budget is shown on Page 51, and the equipment budget on pages 41, 42, and 43. M-23 _ CITY OF LODI OPERATING FUNDS The operating budget has been divided into a number of separate funds: General, Electric, Water, Sewer, Library, Parking, and Hutchins Street Square. Each of these funds has its own revenue and expenditure plans. The total operating budget is summarized in Schedule A. Each of the operating funds is presented with its appropriate revenues and expenditures in Schedules B through G. In order to make a meaningful comparison of operating costs between fiscal 1985-86 and the previous year, the following table lists the cost of bulk power separately. Fund 1984-85 1985-86 Difference General $12,191,620 $13,115,190 $ 923,570 Electric 1,733,100 1,682,255 -50;845 Sewer 1,199,210 1,221,535 22,325 Water 550,295 600,480 50,185 Library 593,320 612,850 19,530 Hutchins St.Square 30,860 ___33,520 2,260 Subtotal $16,298,405 $17,265,83-0 $ 967,025 Bulk Power 13,990,000 17,450,000 3,460,000 TOTAL $30,288,405 $34,715,830 $4,.427,025 M-24 I 0 7.6 -2.9 1.9 9.1 3.3 _7_3 5.9 24.7 14.6 CITY OF LOOI General Fund A summary of the General Fund revenues and expenditures is shown in Schedule B. General Fund revenues this year are anticipated to be $10,958,570, plus $506,235 Gas Tax and Transportation Development Act .(TDA) funds for street maintenance purposes for a total of $11,464,805, an increase of $1,121,500 from the same sources last year. This is not adequate funding for the operating budget. This is not a new phenomenon but a reiteration which underscores the importance of the .Utility funds and maintaining operating reserves. With contributions from those sources, we will be able to fund this year's budget. M- 25 Series 100 200 300 400 500 600 TOTAL CITY OF LODI EXPENDITURE SUMMARY ------------------- (Minus utilities, Library and Hutchins Street Square) 1984_85 .1985-86 Difference o—Change $ 8,206,700 $8,841,575 $634,875 7.7 536,220 600,075 63,855 11.9 1,009,930 1,151,285 141,355 14.0 222,355 240,470 18,115 8.1 134,945 99,740 -35,205 -26.1 2,081,470 2,182,045 100,575 4.8 $12,191,620 $13,115,190 $ 923,570 7.6 Included in the personnel portion of this• budget are salary adjustments made after the 1984-85 budget was adopted, new positions added mid -year and the recommended addition of six positions. Salary increases for only sworn police and electric worker are included in this budget. Any additional benefits must be funded from reserves. The previously -mentioned increase in telephone costs, electric rates and postage account for the increase in the 200 Series. M-26 CITY OF LODI The increase in. the 300 Series is due in large measure to the increased costs of training, increased participation in recreation programs, and inflation. There is a reduction in the amount proposed for equipment acquisition and contracts. Last year $30,000 was budgeted for rehabilitation of the pool at Lodi High School and a large amount of portable power tools which are not included in this year's budget. Refuse collection costs are projected to be $106,820 more than was budgeted last year. This amount is recovered in fees for collection service. M-27 CITY OF LODI Electric Fund A summary of the Electric Fund is shown in Schedule C. Series 1984-85 1985-86 Difference % Increase 100 $899,100 $982,625 200 19,555 23,985 300 236,510 297,830 400 10,235 15,055 500 56,460 55,800 600 _511,240 _306,960 Subtotal $1,733,100 $1,682,255 Purchased Power 13,990,000 _17,450,000 TOTAL $15,723,100 $19,132,255 $ 83,525 9.2 4,430 22.6 61,320 25.9 4,820 47.0 -660 -1.1 _204,280 _39_9 -50,845 -2.9 _3,460,000 __24_7 $3,409,155 21.6 There are no major program changes in the Utility Department budget. However, there are increases in existing programs which affect the expenditures. Included in this budget are negotiated salary increases for electric workers, additional allocation of tree trimmers charges from Public Works, additional funds for uncollected accounts resulting from increased electric costs, additional funds for telephones, and an allocation for consultant services to aid in solving intertie problems. It is noteworthy that our assessments to NCPA for projects and legal activities is greatly reduced to $214;540. This factor M-28 CITY OF LODI has resulted in an overall reduction in operational costs of $50,845,.a 2.9% decline. A most significant factor is the ever-increasing cost of energy. We have projected a 3% growth factor but the basic cost of electricity is increasing. The benefits of the City's municipally -owned electric utility system bear repeating. These. are: °City of Lodi residents pay less for electricity than those living in the surrounding area and in other cities. °the City experiences lower costs for electricity for street lights, water production, operation of the sanitary sewer plant, and storm drain pumping. °it allows the City of. Lodi to provide a higher level of service with a smaller increment of property taxes as a part of total revenue than other cities. The Electric Fund will pay the General Fund $619,585 for services rendered. A $552,200 transfer to the Utility Outlay Reserve and $38,650 to the PL & PD Fund are also budgeted. It is recommended that $1,301,470 be transferred to the General Fund Operating Reserve and $500,000 is recommended be transferred to the recommended Rate Normalization Reserve. This latter fund is to M-29 CITY OF LODI establish funding to offset the City's share of the anticipated costs of the first four years of operating the future Calaveras project. Sewer Fund A summary of the Sewer Fund is shown in Schedule D. Series 1984-85 1985-86 Difference., % Change 100 $ 452,910 $ 432,420 $(20,490) -4.5 200 190,990 205,380 14,390 7.5 300 152,740 174,220 21,480 14.0 400 15,055 5,880 -9,175 -9.5 600 3,135 4,900 1,76.5 43.8 Plant Depre- ciation. 301,510 324,310 22,800 7.5 Bond Interest 82,870 74,425 - 8,445 -10.1 TOTAL $1,199,210 $1,221,535 $22,325 1.9 Sewer Fund revenues are generated by sewer charges and connection fees, property tax override for bond redemption, interest on funds and other miscellaneous revenues. Totaa operating revenue for fiscal 1985-86 is estimated at $1,706,950, versus last year's total of $1,648,475. This represents an increase. of 3.5%. There is no appreciable difference in the operation this year. M-30 CITY OF L001 The Sewer Fund will be charged $83,435 to fund services provided by the General Fund, as well as transfers of $250,000 to the Sewer Capital Outlay Fund, $18,660 to the PL&PD Fund, and $133,320 to the Sewer Operating Reserve. Water Fund A summary of the Water Fund is shown in Schedule E. Series 1984-85 1985-86 Difference % Increase 100 $223,225 $236,305 $13,080 5,8 200 24.0,580 265,090 24,510 10.1 300. 83,075 95,185 12,110 14.5 400 3,390 2,600 -790 -23.3 5010 0 1,200 1,200 600 25 100 75 300.0 TOTAL $550,295 $600,480 $50,185 9.1 Water Fund revenues are generated by sales, connection fees, interest and miscellaneous revenues. The revenues for 1985-86 are estimated to be $1,510,480, an increase of .$67,515 from the 1984-85 estimate of $1,442,965. The major seasons for this increase is an estimated 6.5% increase in sales. There is essentially no change in the overall program.of the Water Fund. M-31 CITY OF L001 Additional cost of electricity and telephone, and an increased appropriation. for equipment repair costs, account for the increased costs. The Water Fund will be charged $86,625 to fund services provided by the General Fund. Transfers from the Water Fund will be .made to the General' Fund, $414,045; Water Capital Fund, $400,000;. and PL & PD Fund, $9,330. Library Fund A summary of the Library Fund is shown in Schedule F. Series 1984_85 1985_86 Difference $_Chance 100 $403,685 $408,320 $ 4,635 1.1 200 51,220 48,690 -2,530 -4.9 300 132,665 149,660 16,995 12.8. 600 5,750_ 6,180___430__7_4 TOTAL $593,320 $612,850 $19,530 3.2 The major"source of revenue for the Library operation comes from an allocation of property taxes and revenues from other agencies. This year, the property tax. allocation will be $447,660; California Library Services; $36,000; and the Public Library Foundation, $25,000 and Business Tax Inventory $16,93.0. It will M-32 17 CITY OF L001 be necessary to use $32,260 -from the Library Reserve Fund to balance the Library budget. The Library budget provides for the existing level of service. Hutchins -Street -Square A summary of this budget is shown in Schedule G. Series 1984-85 1985-86 Difference $ Increase 100 $20,190 $21,100 $ 910 4.5 290 6,860 8,550 1,690 24.6 300 3,175 3,870 695 21.8 500 635 -0- -635 TOTAL. $30,860 $33,520 $2,660 8.6 The only operating revenue allocated to this. facility are the rents for the "Cafeteria". It is expected these will total $12,00.0 which leaves a shortfall of $21,520 to be funded by a transfer from the General Fund. BUDGET SUMMARY -------------- In summary, this budget recognizes some deficiencies in our operations and attempts to address those issues so that the citizens can continue to receive the high Ievels of service they M-33 CITY OF LODI deserve. This manifests itself 'in the addition of a number of ' positions in the .organization discussed earlier which should meet many of the needs for the immediate future. ' During the past year, we addressed a number of issues which are ' also included in the budget. Among these were: a comprehensive classification and salary plan was implemented; an administrative ' reorganization of the Fire Department accomplished; a study was completed on the use of computers; and a new computer was ' acquired. ' The 1985-86 Operating Budget is balanced and provides for the maintenance of the existing level of service. The department heads presented budgets which were reasonable in light of the ' growth being experienced by the City of Lodi. Their assistance and the assistance of their respective staffs is acknowledged with appreciation. I am particularly indebted to Finance Director Bob Holm for his significant contribution throughout the budget preparation process. Finally, I am especially appreciative of the efforts of Assistant City Manager Jerry Glenn, the producer/director of this budget. His assistance, counsel and support was invaluable. We look forward to the opportunity of reviewing g this.bud et with , the City Council.during the coming weeks. The staff stands ready to.answer questions, provide additional input and generally assist. M- 34 w H ITV AG I Af11 CITY OF LODI ADDENDUM TO 1985-86 BUDGET LETTER The 1985-86 Budget has been amended as follows: Appropriations:- Increase Decrease Pneumatic Drive Unit - Water Capital $ 2,500 Police Word Processing Equipment - Equipment Fund 16,510 Summer Youth Program Salaries - General Fund Operating Reserve 1,000 Sidewalk Maintenance - Gas Tax 100 Series 16,700 300 Series 1,800 Taxes on Cluff Avenue - General Fund Operating Reserve 10,500 Lodi Arts Commission Salaries - General Fund Operating Reserve 650 Community Band Salaries - General Fund Operating Reserve 1,430 Council Salaries - General Fund 3,000 Total Amended Appropriations. . . . . . $ 54,090 -0- Contributions to Electric Rate Stabilization Reserve $235,000 Contributions to General Fund Operating Reserve $251,580 Total Amended Contributions . . . . . . $235,000 $251,580 Inter -Fund Transfers: Gas Tax to General Fund $ 18,500 Total Inter -Fund Transfers. . $ 18,500 -0- M-37 CITY OF L001 OPERATING BUDGETS SUMMARY OF THE BUDGET 1985-86 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Property Taxes Other Taxes Licenses, Fines & Rent Interest Revenue from Other Agencies Charges for Current Services Other Revenues Water Sales & Fees Sewer Charges Electrical Sales Inter -Fund Transfers. Total Operating Revenues SCHEDULE A $ 2,911,355 4,339,445 649,250 1,278,320 1,443,055 2,208,845 64,835 1,401,520 1,272,925 21,343,200 524,735 $37,437,485 CONTRIBUTIONS FROM OTHER FUNDS AND RESERVES Workers' Compensation Insurance Reserve$ 95,000 Total Contributions $ 95,000 TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personal Services Utilities & Transportation Materials & Supplies Depreciation . Equipment, Land .& Structures Special Payments Sub -Total Operating Expenses Bulk Power Purchase Total Operating Expenses $10,945,125 1,151,770 1,873,850 588,315 156,740 2,585,110 X300,910 17,450,000 $34,750,910 CONTRIBUTIONS TO OTHER FUNDS AND RESERVES General Fund Operating Reserve $ 246,660 Equipment Fund 113,650. Water Utility Capital Fund 400,000 Sewer Operating Reserve ' .133,320 Sewer Utility Capital Fund 250,000 Electric Rate Stabilization Reserve 735,000 Electricity Utility Capital 552,200 PL & PD Insurance Fund 350,745 Total Contributions to Other Funds $ 2,781,575 TOTAL ESTIMATED REQUIREMENTS -1- $37,532,485 $37,532,485 CITY OF LODI GENERAL FUND SUMMARY OF THE BUDGET 1985-86 ESTIMATED FINANCING RESOURCES REVENUE Property Taxes $2,183,220 Other Taxes 4,282,645 Licenses and Permits 328,485 Fines, Forfeits and.Penalties 152,190 Revenue from Use of Money & Property 411,060 Revenue from Other Agencies 1,365,125 Charges for Current Services 2,208,845 Other Revenues 27,000 Total Revenues $10,958,570 INTER -FUND TRANSFERS Housing and Urban Development $ 30,000 Transportation Development Act 128,730 State Gas Tax 366,005 Total Inter -Fund Transfers $ 524,735 CONTRIBUTIONS FROM OTHER FUNDS AND RESERVES Water Utility Fund $ 414,045 Electric Utility Fund 1,066,470 Workers' Compensation - Insurance Reserve 95,000 Total Contributions - Other Funds $-1,575,515 TOTAL.ESTIMATED FINANCING RESOURCES $13,058,820 ESTIMATED REQUIREMENTS OPERATING EXPENSES Personal Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Equipment, Land & Structures Special Payments Sub-Total.Operating $8,864,355 600,075 1,153,085 240,470 99,740 2,192,545 Expenses $13,1505270 INTER -FUND TRANSFERS General Fund Charges to Enterprise Fund $ (789,645) Net Operating, Expenses $12,360,625 CONTRIBUTIONS TO OTHER FUNDS AND RESERVES General Fund Operating Reserve $ Library Fund Hutchins Street Square Public Liability Insurance Fund Equipment Fund Total Contributions to Other Funds TOTAL ESTIMATED REQUIREMENTS 246,660 32,260 21,520 284,105 113,650 $ 698,195 $13,058,820 i' CITY OF LODI ELECTRIC UTILITY FUND SCHEDULE C SUMMARY OF THE BUDGET 1985-86 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Sales of Electricity $21,343,200 Total Operating Revenues $21,343,200 TAXES State Surtax Total Taxes OTHER INCOME Sale of System - Joint Pole Sale of Property - Salvage Pole Rental (CATV) Interest Income Electric Miscellaneous Revenue NOC Total Other Income TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES .Personal Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Equipment, Land & Structuhes Special Payments Sub -Total Operating Expenses Bulk Power Purchase Total Operating Expenses $ 56,800 $ 56,800 $ 15-,030 1,805 12,000 704,325 9,000 2,000 $ 744,160 $22,144,160 $ 982,625 23,985 297,830 15,055 55,800 306,960 $1,8-5 17,450,000 $19,132,255. INTER -FUND TRANSFERS General Fund Charges $ 619,585 Total Inter -Fund Transfers $ 619,585 CONTRIBUTIONS TO OTHER.FUNDS AND RESERVES General Fund Operating Reserve $ 1,066,470 Rate Stabilization Reserve 735,000 Utility Outlay Reserve 552,200 PL & PD Insurance Fund 38,650 Total Contributions to Other Funds $ 2,392,320 TOTAL ESTIMATED REQUIREMENTS $22,144,160 -3- riry n c i nni SEWER UTILITY FUND SCHEDULE D SUMMARY OF THE BUDGET 1985-86 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Sewer Service Charges $1,022,925 Sewer Connection Fees 250,000 Total Operating Revenues $1,272,925 TAXES Property (Bond Redemption) Total Taxes OTHER INCOME Interest Income Rental of City Property Other Revenue Total Other Income TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personal Services Utilities &-Transportation Materials & Supplies Depreciation of Equipment Special Payments Total Operating Expenses $ 280,475 $ 280,475 $ 89,550 60,000 4,000 $ 153,550 $ 432,420 205;380 174,220 5,880 4,900 $ 822,800 BONDED DEBT SERVICE Special Payments: 1965 Sewer Bond Interest $ 74,425 Total Bond Debt Service $ 74,425 PLANT DEPRECIATION $ 324,310 Total Plant Depreciation $ 324,310 INTER -FUND TRANSFERS General Fund Charges $ 83,435 Total Inter -Fund Transfers $ 83,435 CONTRIBUTIONS TO OTHER FUNDS & RESERVES Sewer Operating Reserve $ 133,320 Sewer Utility Capital Outlay 250,000 PL & PD Insurance Fund 18,660 Total Contributions to Other Funds $ 401,980 TOTAL ESTIMATED REQUIREMENTS -4- $1,706,950 $1,706,950 CITY OF LODI WATER UTILITY FUND SUMMARY OF THE BUDGET 1985-86 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Water Sales $1,381,520 Water Connection Fees 20,000 Total Operating Revenues $1,401,520 OTHER INCOME Rent of City. Property Interest Income Revenue - NOC Total Other Income TOTAL ESTIMATED FINANCING RESOURCES SCHEDULE E $ 5,000 100,960 3,000 $ 108,960 $1,510,480 .ESTIMATED REQUIREMENTS OPERATING EXPENSES Personal Services $ 236,305 Utilities & Transportation 265,090 Materials & Supplies 95,185 Depreciation of Equipment" 2,600 Equipment, Land & Structures - 1,200 Special Payments 100 Total Operating Expenses $ 600,480 I11TER-FUND TRANSFERS General Fund Charges $ 869625 Total Inter-Fund.Transfers $ 86,625 CONTRIBUTIONS TO OTHER FUNDS & RESERVES General Fund $ 414,045 Water Utility Capital Outlay 400,000 PL & PD Insurance Fund 9,330 Total Contributions to Other Funds $ 823,375 TOTAL ESTIMATED REQUIREMENTS $1,510,480 -5- CITY OF LODI ` LIBRARY FUND SCHEDULE F SUMMARY OF THE BUDGET 1985-86 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Fines, Fees and Gifts $ 32,000 Total Operating Revenues $ 32,000 NON-OPERATING REVENUES Investment Income $ 20,000 Donations 3,000 Total Non -Operating Revenues $ 23,000 TAXES Property Taxes $447,660 Total Taxes $447,660 REVENUE FROM OTHER AGENCIES California Library Services Act $ 36,000 Public Library Foundation 25,000 Business Tax Inventory 16,930 Total Revenues from Other Agencies $ 77,930 CONTRIBUTIONS FROM OTHER FUNDS & RESERVES General Fund Operating Reserve $ 32,260 Total Contributions from Other Funds & Reserves $ 32,260 TOTAL ESTIMATED FINANCING.RESOURCES $612,850 ESTIMATED REQUIREMENTS OPERATING EXPENSES Personal Services Utilities & Transportation Materials & Supplies Special Payments Total Operating Expense TOTAL ESTIMATED REQUIREMENTS U $408,320 48,690 149,660 6,1.80... $612,850 $612,850 CITY OF LODI HUTCHINS STREET SQUARE SUMMARY OF THE BUDGET 1985-86 ESTIMATED.FINANCING RESOURCES SCHEDULE G OPERATING REVENUE Rent of Property $12,000 Total Operating Revenue $ 12,000 CONTRIBUTIONS FROM OTHER FUNDS General Fund Operating Reserve $ 21,520 Total Contributions from Other Funds $ 21,520 TOTAL ESTIMATED FINANCING RESOURCES $ 33,520 ESTIMATED REQUIREMENTS OPERATING EXPENSE Personal Services Utilities & Transportation Supplies and Materials Total Operating Expense TOTAL ESTIMATED REQUIREMENTS -7- $ 21,100 8,550 3,870 $ 33,520 $ 33,520 CITY OF LODI REVENUE FROM OTHER AGENCIES State Motor Vehicle in Lieu of T axes GENERAL BUDGET $1,20,815 SCHEDULE H DETAIL OF FINANCING RESOURCES -0- 122,680 1,000 120 126,345 1985-86 -0- -0- 77,850 18,115 County -Recreation Allotment 1983-84 1984-85 1985-86 LUSD-Recreation Allotment Total $T33' ,10 Actual Estimated Estimated Resources Resources Resources GENERAL FUND PROPERTY TAXES Current Year - Secured $1,865,033 $1,976,935 $2,006,250 Bond Redemption184,836 Total ,049,86 174,235 ,151,170 176,970 3T,183,220 OTHER TAXES Sales and Use Tax $3,249,117 $3,574,000 $3,962,700 Franchise - Gas 95,034 46,225 97,885 50,000 130,000 51,500 Franchise - Cable TV Business License Tax 73,619 78,400 78,270 60,175 Real Property Transfer - Documentary Total 55,800 $3,519,785 56,970 $T,-8 5 ,255 $T, LICENSES AND PERMITS $ 8,379. $ 8,500 $ 8,600 Animal Licenses 1,028 1,000 2,185 Bicycle Licenses Building Permits 167,400 181,215 225,000 Electric Permits (Gas) 19,217 15,712 23,205. 16,525 29,000 25,000 Mechanical Permits Plumbing Permits 17,810 19,010 26,000 Parking Lot Permits Total 11,735 $241,281 11,000 $ 12,700 $M8,485 FINES, FORFEITS & PENALTIES Vehicle Code Fines $1 57,952 $182,400 $107,620 Court Fines Court Finesrking 14,852 25,233 32,750 26,500 19,570 25,000 OveTotal $198, 37 $ 1,650 $1 2,190 REVENUE FROM USE OF MONEY & PROPERTY $347,185 $292,600 $363,485 Investment Earnings 52,449- 47,400 45,000 Rent of City Property Rent of Carnegie Library 2,880 2,820 2,575 Rent of Maple Square Firehouse Total 450 600 -0- REVENUE FROM OTHER AGENCIES State Motor Vehicle in Lieu of T axes $189,078 $850,000 $1,20,815 State Reimbursement P.O.S.T. -0- 121,909 -0- 122,680 1,000 120 126,345 State Cigarette Taxes State Business Inventory Tax Subvention -0- -0- 77,850 18,115 County -Recreation Allotment 18,115 4,000 18,115 4,000 4,000 LUSD-Recreation Allotment Total $T33' ,10 $ _,7_T5_ $I -,3T5 ,125 -9- CITY OF LORI GENERAL BUDGET DETAIL OF FINANCING RESOURCES SCHEDULE H 1985-86 1983-84 1984-85 1985-86 Actual Estimated Estimated GENERAL FUND (continued) Resources Resources Resources CHARGES FOR CURRENT SERVICES PLan Checking Fees $60,534 $ 50,485 $ 86,400 Planning Fees 6,489 7,565 39600 Animal Shelter Fees 3,382 3,380 3,825. Engineering Fees 73,209 25,000 50,000 Refuse Collection 1,628,167 1,751,000 1,902,300 Baseball 5,006 5,000 -0- Concession - Boats 9,075 9,400 10,000 - Concessions - Other 12,254 7,765 15,320 -Swimming 31,696 27,000 33,706 r - Photocopy Charges 4,245 41300 8,700 Recreation - Miscellaneous 94,529 110,885 95,000 -- Total $1,928,586 $2,001,780 $2,208,845 OTHER REVENUES Sales of Real & Personal Property $ 43,542 $ 12,000 $ 2,000 Revenue NOC 157,793 90,100 1 25,000 Total $201,335 $102,100 $ 27,000 INTER -FUND TRANSFERS 86,035 581;155 -0- Housing and Urban Development $ -0- $ -0- $ 30,000 Gas Tax 349,621 331,395 366,005 Transportation Development Fund 51,184 59,285 128,730 Total $400;805 $390,680 $524,735 CONTRIBUTIONS FROM OTHER FUNDS & RESERVES Electric Utility Fund $1,200,000 $ -0- $1,066,470 Water Utility Fund 276,635 352,565 414,045 Sewer Utility Fund 266,015 210,000 -0- General Fund Operating Reserve 86,035 581;155 -0- Workers' Compensation Ins. Fund -0- 91,000 95,000 Total $1,828,685 $1,234,720 $1,575,515 Sub -Total General Fund $11,104,459 $11,578,025 $13,058,820 LESS CONTRIBUTIONS TO OTHER FUNDS General Fund Operating Reserve Library Fund Hutchins Street Square Public Liability Insurance Fund Equipment Fund Total NET TOTAL GENERAL FUND -10- $ 86,035 -0- 18,805 134,155 -0- $733$-,99 $581,155 -0- 21,860 104,220 -0- $707,235 $246,660 32,260 21,520 284,105 113,650 $T9F1_1_9__5 �IiI►QiIlX:7.�i�►ie� Investment Income $548,135 $475,000 $704,325 Rent of City Property (CATV') CITY OF LODI 11,585 12,000 GENERAL BUDGET 3,232 2,375 1,805 DETAIL OF FINANCING RESOURCES 8,325 28,140 SCHEDULE H 1985-86 20,248 15,600 9,000 Revenue NOC 1983-84 1984-85 1985-86 Total Actual Estimated Estimated CONTRIBUTIONS FROM OTHER FUNDS & RESERVES Resources Resources Resources ELECTRIC UTILITY FUND - $ -0- $ -0- OPERATING -0- 57,270 -0- Electric Sales - Public $13,248,170 $15,344,735 $20,517,195 Electric Sales - City 692,074 775,265 826,005 Total $13,940,244 $16,120,000 $21,343,200 TAXES State Sur -Tax $ 47,361 $ 49,100 $ 56,800 Total $ 47,361 $ 49,100 $ 56,800 �IiI►QiIlX:7.�i�►ie� Investment Income $548,135 $475,000 $704,325 Rent of City Property (CATV') 14,918 11,585 12,000 Sale of Real & Personal Property 3,232 2,375 1,805 Sale of System (Joint Pole) 8,325 28,140 15,030 Electric Miscellaneous 20,248 15,600 9,000 Revenue NOC 6,094 2,000 2,000 Total $600,952 $534,700 $744,160 CONTRIBUTIONS FROM OTHER FUNDS & RESERVES Electric Operating Reserve $1,347,525 $ -0- $ -0- General Fund Operating Reserve -0- 57,270 -0- Total $1,347,525 $ 57,270 $ -0- Sub-Total Electric Utility Fund LESS CONTRIBUTIONS TO OTHER FUNDS Rate Stabilization Reserve General Fund Electric Utility Outlay Reserve PL & PD Insurance Fund Electric Operating Reserve Total $15,936,082 $16,761,070 $22,144,160 1 3 Y 2, .P J $ -0-. $ -0- $ 735,000 1,200,000 4- 1,066,470 694,315 412,925 552,200 49,418 14,180 38,650 -0- 49,400. -0- $1,943,733 $476,505 $2,392,320 NET TOTAL ELECTRIC UTILITY FUND $13,992,349 $16,2849565 .19, 51,84 -1.1- GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1985-86 SEWER UTILITY FUND OPERATING Sewer Service Charge - Public Sewer Service Charge - City Sewer Connections (taps) TAXES Property Taxes NON-OPERATING Investment Earnings Rental of City Property Sewer Reimbursement Fees Revenue NOC CITY OF LODI Total Total Total CONTRIBUTIONS FROM OTHER FUNDS AND OPERATING -RESERVES General Fund Operating Reserve Total SCHEDULE H 1983-84 1984-85 1985-86 Actual Estimated Estimate Resources Resources Resources $ 948,317 $ 964,850 $1,016,175 6,169 6,410 6,750 229,023 210,000 250,000 $1,183,509 $1,181,260 $1,272,925 $289,102 $286,230 $280,475 $289,102 $28� $280,475 $ 90;753 $ 81,480 $ 89,550 70,873 70,105 .60,000 10,527 -0- 2,000 6,149 -0- 29000 $178,3'U $151,585 $153,550 $ 4,550 $ 29,400 $ -0-. $4,550 $ 29,400 Sub -Total Sewer Utility Fund $1,655,463 $1,648,475.$1,7U6_,9__5_9 LESS CONTRIBUTIONS TO OTHER FUNDS General Fund $266,015 $210,000 $ -0- Sewer Utility - Capital Outlay 100,000 100,000 250,000 PL & PD Insurance Fund 23,857 6,845 18,660 Sewer Operating Reserve -0- .42,825 133,320 Total NET TOTAL SEWER UTILITY FUND WATER UTILITY FUND OPERATING Water Sal -es - Public Water Sales - City Water Connection Taps $389,87Z 9 $359,670 $ 0 $1,265,591 1, 1730 ,97 $1,259,281 $1,291,450. $1,375,715 55254 5,450 5,805 37,890 13,000 20,000 Total $1��5 $1,309,900 $1,_40-1 520 -12- CITY OF LODI GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1985-86 SCHEDULE H 1984-85 1985-86 Estimated Estimated Resources Resources $117,740 Sub -Total 1983-84 WATER UTILITY FUND (continued) Resources NON-OPERATING 3,000. Investment Earnings $131,818 Rent of City Property Revenue NOC 19,950 Water Reimbursement Fees 12,032 4,201 Sale of Real & Personal Property 1,246 Total $169,247 CONTRIBUTIONS FROM OTHER FUNDS AND RESERVES General Fund Operating Reserve $10,065 Total $10',065 SCHEDULE H 1984-85 1985-86 Estimated Estimated Resources Resources $117,740 Sub -Total $100,960 3,000 5,000 3,000 3,000. -0- -0- -0- -0- $1TJ_,740 $108,96 $ 9,325 $ -0- $__T,3 5 $-70 -_ -0- Sub-Total Water Utility Fund $1,481,737 $1,442,965 $1,510,480 LESS CONTRIBUTIONS TO OTHER FUNDS & RESERVES General Fund $276,635 $352,565 414,045 Water Utility - Capital Outlay 450,000 450,000 $400,000 PL & PD Insurance Fund 11,928 3,420 Total $ 3� $-8M-,78T9,330 $ -3-,-3T5- NET TOTAL WATER UTILITY FUND 743,174 636,980687,105 LIBRARY FUND OPERATING Fines, Fees & Gifts NON-OPERATING Investment Earnings Donations $31,227 Total $-31-,2"Z-7 Total PROPERTY TAXES Total STATE.GRANTS Library Services Act Public Library Foundation Business Inventory Tax Subvention Total -13- $ 24,057 2,000 $ 2F,M7 $405,521 $T0_5 -,5 1 $ 34,355 10,203 -0- $7T,_M8 $ 38,000 $ 38,000 $ 20,000 -0- $ 20,000 $429.,855 MT,M5 $ 38,000 23,000 -0- $7-1,-W $ 32,000 $-3T,-OUU $ 20,000 3,000 $=1 0--o ,00 $447,660 $ 7,6 0 $ 36,000 25,000 16,930 $ 77,93a In CITY OF LODI GENERAL BUDGET -� DETAIL OF FINANCING RESOURCES SCHEDULE H 1985-86 1983-84 1984-85 1985-86 Actual Estimated Estimated Resources Resources Resources LIBRARY FUND (continued) PRIOR YEAR'S REVENUE $360,824 $ -0- $ -0- CONTRIBUTIONS FROM OTHER FUNDS'OR RESERVES 153,224 146,35 153,895 General Fund Operating Reserve $ -0- $ 27,000 $ 32,260 Operating Reserve -0- 17,465 -0- .Library Total 44,465 $-3-2-,M TOTAL LIBRARY FUND $868,187 $593,320 $612,850 WORKERS' COMPENSATION INSURANCE RESERVE Compensation Reimbursements $ 8,178 $ 7,000 $ 12,000 Inter -Fund Transfers 153,224 146,35 153,895 Investment Earnings 121,899 91,000 102,665 Total $283,301 $244,355 $T68,560 TOTAL WORKERS' COMPENSATION INSURANCE RESERVE $283,301 $244,355 $268, HUTCHINS STREET SQUARE OPERATING REVENUE Rent Total CONTRIBUTIONS FROM OTHER FUNDS General Fund General Fund Operating Reserve Total TOTAL HUTCHINS STREET SQUARE -14- $10,180 $ 9,000 $12,000 $10 ,1_8U $--FW $-17,-W $ -0- $19,930 $ -0- -0- 1,930 21,520 $ -0- $10,180 0- 1 ,1 33,5 CITY OF L001 SPECIAL REVENUE FUNDS CONSTRUCTION FUND REVENUES BOND FUND REVENUES TRUST & AGENCY FUNDS 1985-86 Fund No.. SPECIAL REVENUE FUNDS 12 EQUIPMENT FUND Depreciation 30 LIABILITY INSURANCE RESERVE 1983-84 1984-85 Actual Estimated Resources Resources SCHEDULE I 1985-86 Estimated Resources Total $162,740 $180,000, Investment Income $ 19,726 $ 21,935 $ 42,220 Contributions - General Fund 300,000 104,220 284,105 Contributions - Enterprise Fund 85,230 24,445 66,640 Revenue NOC 1,372 -0- $352,930 Total $406,301 $150,600 392,9 5 32 GENERAL GAS TAX,(2107) State Gas Tax $378,593 $331,415 $347,140 Investment Earnings 3,681 1,680 5,790 Total $382,274 $333,095 $352,930 125 DIAL -A -RIDE Special County Transportation Allocation $ 65,519 $ 68,080 $ 90,425 Investment 468 -0- -0- .State Transit Assistance 67,881 96,920 63,2.75 Passenger Fares - Lodi 33,532 32,500 323,500 Passenger Fares -Woodbridge 3,689 3,800 3,800, Total $171,089 201,30019 ,0 0 134 HOTEL -MOTEL TAX Taxes $62,784 $70,000 $71,500 .Revenue NOC 26,370 -0- -0- Total $89,1541, 148 FEDERAL REVENUE.SHARING Federal Grants $493,440 $467,865 $394,280 Investment Earnings 96-,718 99,120 96,360 Total $590,158 $566,985 ,6 0 -15- J CITY OF LODI SPECIAL REVENUE FUNDS CONSTRUCTION FUND REVENUES BOND FUND REVENUES TRUST & AGENCY FUNDS 1985-86 SCHEDULE I 1983-84 1984-85 1985-86 Actual Estimated Estimated Resources Resources Resources Fund No. CONSTRUCTION FUND REVENUES (continued) 47 INDUSTRIAL WAY & BECKMAN ROAD DEVELOPMENT #2 FUND Investment Earnings Total 882 -0- 1,020 48 TURNER/CLUFF ASSESSMENT DISTRICT #1 Investment Earnings $18,574 $10,360 $18,385 Revenue NOC 4,465 -0- -0- Total $23,039 $10,360 $18,385 49 DOWNTOWN ASSESSMENT DISTRICT Special Assessment -Direct Payments $153,147 $376,000 $ -0- Investment Earnings 12,623 -0- 10,385 Total 165,770 $376.000 $10,385 50 LAND & WATER CONSERVATION GRANT Investment Income Total 72 SUBDIVISION RESERVES (CITY) Subdivision Fees , Total 75 SUBDIVISION FUND - IN TRUST Subdivision Fees Total 120.1 HUTCHINS STREET SQUARE -CAPITAL Donations I Total 23 MASTER DRAINAGE FUND Acreage fees Total 510 -0- -0- $5,350 $110,641 $50,000 $50.00 $491,602 $150,000 150,000 59,000 $97,695 $50,000 ee eye a eee CITY OF LODI >PECIAL REVENUE FUNDS ;ONSTRUCTION FUND REVENUES @ND FUND REVENUES RUST & AGENCY FUNDS .985-86 Fund No. CONSTRUCTION FUND REVENUES (continued) 124 TRANSPORTATION DEVELOPMENT ACT Local Cash Grants Investment Earnings 128 TDA - PEDESTRIAN/BIKE PATH Grants Investment Earnings BOND FUND REVENUES 1983-84 Actual Resources 1984-85 Estimated Resources SCHEDULE I 1985-86 Estimated Resources $416,537 $565,570 $656,695 105,583 86,520 66,055 Total $522,120 $652,090 $722—,7-5-U $ 9,918 $11,570 $14,025 879 -0- 2,385 Total 10,797 $11,570 $16,410 41 BOND INTEREST & REDEMPTION FUND Inter -Fund Transfer Total 48 TURNER/CLUFF ASSESSMENT DISTRICT #1 Property Tax Investment Earnings Total $457,570 $460,465 $457,719- $293,714 45 15 $293,714 $270,675 $257,140 -0- -0- 18,385 93,7 $275—,-95 49 DOWNTOWN IMPROVEMENT DISTRICT Property Tax $ -0- $250,000 $50,000 Investment Income -0- -0- 10,385 Total -0- ---P50,000 $60,385 CITY OF LODI SPECIAL REVENUE FUNDS CONSTRUCTION FUND REVENUES BOND FUND REVENUES TRUST & AGENCY FUNDS 1985-86 SCHEDULE I 1983-84 1984-85 1985-86 Actual Estimated Estimated Resources Resources Resources Fund No. TRUST & AGENCY FUNDS 140 RESERVE FOR COST OF LABOR & MATERIAL Plan Checking Fees $ 10,522 $ 8,000 $ 10,000 Police Bail - Other Cities 24,872 -20,000 20,000 Recreation Miscellaneous 67,448 60,000 70,000 Miscellaneous Work for Others 81,659 20,000 20,000 Total 5184,501 1081000 1 0,00 1-orn-aEc om.Oro-I ;z C= 70 f,7--I7Cr 1 D V m t- -ir 3 V ;c --I m m o N -< 3 z --4 O N zn= o c (/) O -i f--1 70 C 3 r- LnD SVD D z D rn -< co C7 zz h- m c7 N r m D � o z 64 b4 b4 ER 3 � rt• f-+ Ol L0 Ul LO Ul .P v o V O Ol 1 1 00 CO O to N w O (n Ln Ln V to Co 1.0 CO 00 O UtOOOOLn t� 1 1 1 O t•-• t V O N N.ONOU1 --4 Ln O ul � w 00 (n V I 1 Ln I I -P N I. - C) o 40.t �4b4'�jyl)-' N 4�:- W N Ln mt- OtoOto tnNCO000N V V V V V OOILnVON O •P N 4-*% V O CO O O to 0 0 CITY OF LODI E cn ml CD -I V 70 m rn -0 -n -0 -n c-> C7 c-) 0 0 c7 r) G7 O O C fll (D J -1 O IL (D -0-0 C= -+• 0 O -+• -- m m O O m -{ --4 r+ tT c+ E m = -i Z n c c 0- Z -J 3 rl• c+ IT = C C -- n n Z m m n m D7rZ---m 0) =-3 c+m c+:3 m V r In m-0 -0 -J• n O c Z-. n ;v v�o o�� ccs• °i - Eg n m n = U) 0j = - D n O c+ 3 m m Cl) c+ m (a r- = C V -1 cn rr c+ n c m Cv O E rt :3 rr -s m � CD m = -J• -•• z z o -J• c+ o 1< w 0< C-) = o -Ti o70 m(n cv m Z (17 Z =-n - c: m D V rF rt N V rl• 3 7c, D m= n W -+• c+ z -I -i c+ c+�• D to m Z m m Z m '<I= << r t < << (n N Ln CD l< c m m o m -3 7r m rh m N n � io* m c+ t -kA O EA V {>} ko O PN PkO mm W t-+wlODO V W W -P. 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CITY OF L001 CITY OF LODI OPERATING BUDGET 1985-86 CONTINGENT FUND 10-015.01 Contingent Fund 600 Special Payments Total Contingent Fund $ 27,568 $250,000. $250,000 Total $1,� $250,0 $250,000 $250,000 $250,OOG -23- 1983-84 1984-85 1985-86 Actual Budget Budget CITY COUNCIL AND CITY CLERK _ 10-001.01 City Clerk Administration 100 Personal Services $ 63,219 $ 63,570 $ 63,030 200 Utility & Transportation 8,967 '4,810 7,790 300 Supplies, Materials & Services 23,134 21,120 20,790 400 Depreciation of Equipment 2,187 2,560 2,575 Total $ 97,507 $ 92,060 $ 94,185 10-001.02 Election 100 Personal Services $ 2,434 $ -0- $ 3,000 200 Utility & Transportation 1,764 -0- 2,600 300 Supplies., Materials & Services 10,098 -0- 10,100 Total $714,296 $ -0- $ 15,700 10-001.03 City Council 100 Personal Services $ 12,016 $ 12,000 $ 15,025 200 Utility & Transportation 16,989 15,000 15,000 300 Supplies, Materials & Services 3,148 4255 1,255 Total $ 32,15, $-2-8,255 $-'3j , 2-80 10-001.04 Special Election 100 Personal Services $ 5,193 $ -0- $ -0- 200 Utility & Transportation 1,015 -0- -0- 3.00 Supplies, Materials & Services 6,018 -D- -0- $-12,226 $ -0- $ -0- Total City Council & City Clerk T156,182 $120,315 $141,165 CONTINGENT FUND 10-015.01 Contingent Fund 600 Special Payments Total Contingent Fund $ 27,568 $250,000. $250,000 Total $1,� $250,0 $250,000 $250,000 $250,OOG -23- CITY OF L001 )PERATING BUDGET 1983-84 Actual 1984-85 Budget 1985-86 Budget )985-86 7,661 4,925 6,620 100 81,78 ;ENERAL CHARGES 100 $100, 0 81, 88 83,510 10-020.01 300 Refuse Collection Contract Supplies, Materials & Services $ 15,369 $ 16,310 $ 17,310 600 Special Payments Total 1,507,179 $1,5� 1,610,920 $1,627,230 1,699,855 $1,717,165 10-020.02 300 Insurance Supplies, Materials & Services4,822 822. $ $ 36 185 $ 36,185 $ 37,220 $ 3 77 727 -0 Total 10-020.05 Special Payments -Administration $ 34,969 $ 34,000 $ 50,260 100 200 Personal Services Utility & Transportation 183 180 10,000 180 6,260 300 Supplies, Materials & Services 4,910 •.26,318 27,800 45,300 600 Special Payments Total $ 66,380 $ 71,980 $102,000 Total General Charges 1,593,750 1,735,395 1,856,385 BONDED DEBT SERVICES 10-030.01 General Obligation Bonded Debt Service 235 $176,970 600 SpecialPayments T174,270 $174, Total $1 4,270 $174,235 $176,970 Total Bonded Debt Service CITY ATTORNEY 10-035.01 Counsel & Le al Advice 100 Persona Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment Total Total City Attorney -24- 17 ,270 174,235 176,970 $ 70,789 $ 75,320 $ 89,130 3,238 3,165 4,250 7,661 4,925 6,620 100 81,78 100 $ 83,510 100 $100, 0 81, 88 83,510 1 0,1 0 CITY OF L001 OPERATING BUDGET 1983-84 1984-85 1985-86 1985-86 Actual Budget Budget CITY MANAGER Personnel - Administration 10-040.01 City Manager - Administration $ 49,718 $ 58,435 $ 61,830 100 Personal Services $135,695 $160,085 $186,965 200 Utility & Transportation 9,488 8,050 9,970 300 Supplies, Materials & Services 6,437 12,635 12,460 400 Depreciation of Equipment 308 310 385 10-045.02 Total $151,928 $1 1, $b $2T 10-040.02 Personnel - Administration 100 Personal Services $ 49,718 $ 58,435 $ 61,830 200 Utility & Transportation 5,201 3,190 4,500 300 Supplies, Materials & Services 27,621 17,400 23,400 400 Depreciation of Equipment 86 85 25 500 Equipment, Land & Structures -0- -0- 120 10-045.02 Total $ 8- 2�6 $ 79,110 $89,875 10-040.03 Community Relations 100 Personal Services $ 31,685 $ 34,750 $ 52,485 200 Utility & Transportation 2,632 3,350 5,200 300 Supplies, Materials & Services 2,055 3,150 4,100 500 Equipment, Land & Structures 389 -0- 650 Total s-3-6-,761 $ 41,250 $ 62,435 Total City Manager COMMUNITY DEVELOPMENT DEPARTMENT $271,315 $301,440 $362,097 10-045.01 Planning - Administration 100 Personal Services $152,636 $171,000 $167,200 200 Utility & Transportation 14,343 10,600 12,500 300 Supplies, Materials & Services 9,602 9,790 9,560 400. Depreciation of Equipment 2,063 2,200 2,040 Total $1789644 $193,590 $7191,300 10-045.02 Building Inspection 100 PersonServices $139,319 $171,000 $186,690 200 Utility & Transportation 9,062 7,040 7,950 300 Supplies, Materials & Services 25,040. 15,860 13,875 400 Depreciation of Equipment 1,316 1,315 1,315 600 Special Payments 2,670 2,500 4,000 Total $177, 07 $197,TlT $TlT,8K -26- CITY OF LODI OPERATING BUDGET 1983-84 1984-85 1985-86 1985-86 Actual Budget Budget COMMUNITY DEVELOPMENT (continued) 10-045.03 Economic Development Commission $ 2,333 $ -0- $ -0- 200 Utility & Transportation 1 300 Supplies, Materials & Services 205 -0- $0- -0- $ -0- Total $7 2,538 - 45.0-301.01 Grant Administration $ -0- $ -0- $ 30,000 100 Personal Services Total $ -0- $ -0- $ 30,00 Total Community Development $358.589 391,305 $435,1TO FINANCE DEPARTMENT 10-050.01 100 Administration Persona -Services $115,822 $128,380 $131,890 200 Utility & Transportation 5,286 4,385 6,095 300 Supplies, Materials & Services 6,548 7,215 14,160 400 Depreciation of Equipment 584 585 525 500 Equipment, Land & Structures Total 241 $128,481 -0- $140,565 -0- $152,670 10-050.02 100 Purchasing Personal Services $ 15,925 $ 16,445 $ 17,070 200 Utility & Transportation 2,371 1,195 2,365 300 Supplies, Materials "& Services Total 814 $ 19,11 370 $ 18,010. 895 $ 20,330 10-050.03 100 Accounting Personal Services $110,375 $126,565 $128,545 200 Utility & Transportation 3,327 2,080 3,190 300 Supplies, Materials & Services 4,092 4,510 3,870 400 Depreciation of Equipment 252 250 150 500 Equipment, Land & Structures Total 1,384 $119,430 700 $1 ,105 350 $15 1 T 10-050.04 100 Billin Personal Services $192,931 $201,905 $197,830 200 Utility & Transportation 27,346 30,600 32,770 300 Supplies, Materials .& Services 10,009 14,775 15,105 400 Depreciation of -Equipment 21 25 -0- 500 Equipment, Land & Structures Total -0- $2�6T 290 $T47, 250 $NTTg -26- CITY OF LODI OPERATING BUDGET 1983-84 1984-85 1985-86 1985-86 Actual Budget Budget FINANCE DEPARTMENT (continued) 10-050.05 Collections & Credit 100 Personal Services $150,067 $163,675 $166,295 200 Utility & Transportation 4,861 4,270 5,520 300 Supplies, Materials & Services 13,644 14,930 16,700 400 Depreciation of Equipment 20 20 15 500 Equipment, Land & Structures -0- 250 510 Total Total $16-8,59 $183,145 $189,040 10-050.06 Data Processing $2,613,136$2,689,405$3,13 25 100 Personal Services $ 57,517 $ 92,895 $ 84,095 200 Utility & Transportation 1,996 1,000 1,785 300 Supplies, Materials & Services 10,071 20,530 21,925 400 Depreciation of Equipment 13,017 13,020 101-1650 500 Equipment, Land & Structures 1 83 200 -0- Total $ 82,684 $127,645 $118,455 10-051.02 Parking Patrol 100 Personal Services $47,643 $ 52,640 $ 46,235 200 Utility & Transportation (398) 200 580 300 Supplies, Materials & Services 4,644 4,800 5,450 400 Depreciation of Equipment 1,930 1,930 -59 1,805 Depreciation of Equipment Total $ 53,819 $ � $ 54,07-0 Total Finance Department $802,423 $910,635 $916,69 POLICE DEPARTMENT 10-101.01 City Pound Personal Services $2,344,459 $29-458,360 100 Personal Services $ 51,637 $ 52,295 $ 54,175 200 Utility & Transportation 1,226 1,165 1,945 300 Supplies, Materials & Services 8,204 10,135 10,835 400 Depreciation of Equipment -0- 1,065 -0- 590 Total $61,067 $64,660 $ T6,955 10-103.01 Police Administration 100 Personal Services $2,344,459 $29-458,360 $2,801,135 200 Utility & Transportation 20,221 13,670 15,675- 300 Supplies, Materials & Services 225,620 195,140 288,750 400 Depreciation of Equipment 20,498 20,495 24,475 500 Equipment, Land & Structures 2,338 940 590 600 Special Payments -0- 800.-0- Total $2,613,136$2,689,405$3,13 25 CITY OF LODI OPERATING BUDGET 1985-86 POLICE DEPARTMENT (continued) 1983-84 1984-85 1985-86 Actual Budget Budget 10-104.01 Auxiliary Police 200 UtiTty & Transportation $ =0- $ 100 $ -0- 300 Supplies, Materials & Services 3,825 6,350 9,400 Total $ 3,825 $ 6,450 $ 9,400 Total Police Department FIRE DEPARTMENT 10-201.01 Administration 100 Personal Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total Total Fire Department 2,678,028 $2,760,515 3,206,98 $1,773,310 $1,875,720 $1,908,025 25,652 23,140 25,505 709081 69,085 78,690 11,714 14,300 21,140 -0- 2,350 10,345 70 75 120. $1,88,827 $-1--,M4,670 $2,043,825 $1,880,827 1,984,670 $2,04-3-,-8-2-6 PUBLIC WORKS DEPARTMENT 10-301.01 Administration 100 Personal -S- Services $149,525 $155,685 $157,440 200 Utility & Transportation 13,425 7,595 9,260 300 Supplies, Materials & Services 21,161 22,775 21,975 400 Depreciation of Equipment 5,252 6,705 6,220 500 Equipment, Land & Structures 426 -0- -0- Total $183,78'9 $1M 760 $194,895 10-301.02 Labor.Overhead 100 Personal Services $ 27,302 $ =0- $ -0- Total $ 27,302 $ -0- $-0- 10-302.01 General Engineering_ 100 Personal Services $ 849870 $131,600 $134,515 200 Utility & Transportation 538 1,400 1,300 300 Supplies, Materials & Services 8,659 9,300 14,830 Total $94,067 $1T2,3W $150,645 CITY OF LODI OPERATING BUDGET 1985-86 PUBLIC WORKS DEPARTMENT (continued) 10-302.02 Subdivision En ineerin 100 Persona Services -300 Supplies, Materials & Services Total 1983-84 1984-85 1985-86 Actual Bud et Budget $ 81,375 $119,755 $140,860 3,649 2,200 5,150 $-8-5,029 $121,955 $1N6, 110 10-302.03 Encroachment Permits Engineering - Other 100 200 100 300 Personal Services $ 14,059 $ 19,390 $ 209180 113,184 Supplies, Materials & Services 1,144 400 500 11000 1,000 1,140 Total $ 15,203 $ 20,390 $--21 ,180 10-302.04 Traffic Engineering Total $263;473 $2 ,3 W $ 100 200 Personal Services Utility & Transportation $ 8,702 $ 22,310 $ 36,575 300 Supplies, Materials & Services 15 108 $ 53,340 -0- 200 -0- 300 117,424 Total $-x,825 $ 22,510 $-6,875 10-351.01 City Building Maintenance 11 Engineering - Other 100 200 Personal ServiEe-s Utility & Transportation $ 76,035 69,773 $ 79,390 78,595 $ 80,060 86,345 300 Supplies, Materials & Services 113,184 81,175 81,050 400 500 Depreciation of Equipment 1,008 1,140 1,390 Equipment, Land & Structures 3,473 -0- -0_ Total $263;473 $2 ,3 W $ 10-501.01 Streets Administration 32-502.02 100 200 Personal Services Utility & Transportation $ 50,780 748 $ 55,470 $ 53,340 300 400 Supplies, Materials & Services 117,424 745 149,365 1,110 141,720 500 Depreciation of Equipment 2,030 3,115 2,200 600 Equipment, Land & Structures -0- -0- 425 10-502.03 Special Payments 418 805 1,240 Total $171,40 $209,50 $200,035 10-502.01 Streets Engineering - Other 100 300 Personal Services $ 13,437 $ 18,415 $25,225 Supplies, Materials & Services -0- -0- 39000 Total 32-502.02 Streets Engineering - Gas Tax 100 Personal Services $ 6,000 $ 6,000 $ 6,000 Total $- 6,000 $-M $-Tl-ow 10-502.03 Storm system Engineering 100 Persona -T Services $ 59504 $ 15,060 $ 15,135 Total $ $ 13,6b`b $ 1,15 -29- CITY OF LODI 'OPERATING BUDGET 1985-86 PUBLIC WORKS DEPARTMENT (continued) 124-503.01 Streets Maintenance 100 Personal Services 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total 32-503.02 Streets Maintenance 1983-84 1984-85. 1985-86 Actual Budget Budget $ 578 $ -0- $ 37,025 32,037 36,880 68,465 18,570 22,405 23,240 $ 51,185 $ 59,285 $128,730 100 Personal Services $177,626 $191,105 $213,590 300 Supplies, Materials & Services 94,062 61,895 46,515 600 Special Payments 193 -0- -0- Total $271,881 $253,000 $260,105 32-503.04 Alley Maintenance 100 Personal Services' $ 24,284 $ 23,995 $ 25,280 300 Supplies, Materials & Services 14,674 14,310 18,125 Total $ 38,958 $-3-8,-3-05 $ 43,405 32-503.05 Curb & Gutter Maintenance $ 30,880 11,558 15,895 100` Personal Services $ 11,230 $ 14,830 $ 15,645 300 Supplies, Materials & Services 19313 1,350 1,350 500 - Equipment, Land & Structures 20,240 20,000 21,000 Total 32,783 $ 36,180 $ 37,995 10-503..06 Tree Maintenance $ 30,880 11,558 15,895 100 Personal Services $ 55,261 $ 57,500 $ 54,455 300 Supplies, Materials & Services 11,695 12,700 14,850 500 Equipment, Land & Structures 365 475 880 Total $ 67,321 $ 70,675 $ 70,185 10-503.07 100 300 500 10-503.08 100 200 300 500 10-503.09 100 200 300 600 Street Cleaning Personal Services $ 87,665 Supplies, Materials & Services 17237 Equipment, Land & Structures 227 Total $105,129 Traffic Control Maintenance Personal Services $ 73,040 Utility & Transportation. 18,906 Supplies, Materials & Services 39,761 Equipment, Land & Structures 7,630 Total $139,337 Storm S stem.Maintenance Personal Services Utility & Transportation Supplies, Materials & Services Special Payments Total -30- $ 92,435 19,090 -0 $111,525 $ 84,100 22,495 45,800 6,730 $159,125 $ 99,080 23,180 -0- $122,260 $ 86,435 24,775 45,790 5,350 $162,350 $ 37,350 $ 37,775 $ 30,880 11,558 15,895 15,740 10,362 9,400 8,525 6,918 6,935 7,060 $ 66,188 7�, 6�5 $�2 ,'fes CITY OF L001 (OPERATING BUDGET 1983-84 1984-85 .1985-86 1985-86 Actual Budget Budget PUBLIC WORKS. DEPARTMENT (continued) 10-503.10 Street Light Maintenance $118,570 224 -0- 100 Personal Services $ 21,319 $ 37,435 $ 37,535 200 Utility & Transportation 153,613 186,600 205,440 300 Supplies, Materials & Services 477 800 800 500 Equipment, Land & Structures 13,129 24,900 25,450 Total Total $188,538 $249,735 $269,225 32-503.11 Sidewalk Maintenance. $118,570 224 -0- -0- 23:5,998 220,175 100 Personal Services $ -0- $ -0- $ 16,700 300 Supplies, Materials & Services $SWT -0- $T9 ,8 5 -0- 1,800 Total $ -0- $ -0- $ 18,500 10-504.01 Parking Lot Maintenance 100 Personal Services $ 7,174 $ 7,825 $ 8,260 300 Supplies, Materials & Services 1,220 6,750 2,375 500 Equipment, Land & Structures -0- 5,430 3,865 Total $ 8,394 20,.005 $ 14,500 10-551.01 Equipment Maintenance -Administration 100 Personal Services -0- $ 48,425 $ 46,265 200 Utility & Transportation -0- 200 250 300 Supplies, Materials & Services -0- 11,295 6,945 400 Depreciation of Equipment -0- 1,195 2,030 Total. $ -0- $ 61,115 $ 55,490 10-551.02 Motor Pool 300 Supplies, Materials & Services $ .-0- $ -0- $ 5,000 Total $ -0- $ -0- $ 5,000 Total Public Works -Department EQUIPMENT MAINTENANCE 10-556:01 Equipment Maintenance 100 Personal Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment Total 700 Credits Total Total Equipment Maintenance -31- 1,849,738 $2,118,145 2,297,795 $157,261 „$116,320 $118,570 224 -0- -0- 23:5,998 220,175 223,380 121,707 130,400 150,875 $515,190 $466,.895 $T9-2,825 (464,644) $(460,415) $.(492,825) $SWT $(460,415) $T9 ,8 5 T50> -- CITY OF LODI BUDGET rOPERATINGActual- 1983-84 1984-85 Budget 1985-86 Budget 5-86 RECREATION AND PARKS DEPARTMENT RECREATION DIVISION 10-701.01 100 Administration Personal Services $ 76,933 $ 79,565 $ 84,640 200 Utility & Transportation 16,635 22,655 14,600 27,715 16,800 26,755 300 400 Supplies, Materials & Services Depreciation of Equipment 2,293 2,295 1,905 500 Equipment, Land & Structures Total -0- $118,51 625 $1 ,800 -0- $130,10 10-702.01 100 Playgrounds Personal Services $ 19,321 $ 20,660 $ 20,075 200 300 Utility & Transportation Supplies, Materials & Services 78 3,532 320 9,360 150 7,650 Total $ 2,931 $30,340 $ 27,875 10-702.02 100 Basketball Personal Services $ 36,817 $ 47,595 $ 45,340 200 300 Utility & Transportation Supplies, Materials & Services 117 5,460 -0- 2,100 -0- 5,900 Total $ 42,422 $749,695 -$ 51,240 10-702.03 Miscellaneous Indoor Activities $ 16,443 $ T1,795 $ 9,875 100 200 Persona Services Utility & Transportation 3,064 2,310 3,860 300 Supplies, Materials & Services 1,473 $ 120,980 ,800 $ 12 5,495 10-702.04 100 Lake Park Persona -Services $,32,302 32,242 595 $ 29,595 $ 29,475 200 300 Utility '& Transportation Supplies, Materials & Services 8,437 8,750 300 7,250 600 Special Payments Total 5,500 $ 81 6,000 $--9,6 6,500 $ 43,525 Parks 10-702.05 Baseball & Softball $ 71,542 $ 66,525 $ 72,205 100 200 Personal Services Utility & Transportation 17,603 18,650 19,800 . 300 Supplies, Materials & Services Structures 16,899 1,210 21,210 3,300 28,110 -0- 500 Equipment, Land & Total $T0,254 $1 U ,68 $1 ,11 10-702.06 Miscellaneous Outdoor Activities $ 36,251 $ 27,295 $ 35,185 100 200 Persona Services Utility & Transportation 1,757 1,900 2,540 - 300 Supplies, Materials & Services Total 4,127 $7435 $ 55,550000 6,050$ -32- CITY OF LODI OPERATING BUDGET 1985-86 RECREATION AND PARKS DEPARTMENT RECREATION DIVISION (continued) 10-702.07 Blakely Pool 100 Personal Services 200 Utility & Transportation 300 Supplies, Materials & Services Total 1983-84 1984-85 1985-86 Actual Budget Budget $ 8,770 $ 11,795 $ 5,500 3,190 3,250 -3,800 1,500 2,650 2,150 $ 13,460 $ 17,695 $ 11,450 10-702:08 Lodi High Pool $ 3,120 333 650 100 Personal Services - $ 4,213 $ 5,500 $ 4,000 200 Utility & Transportation 224 320 320 300 Supplies, Materials & Services 156 600 2,500 500 Equipment, Land & Structures =0- 30,000 -0- Total $ 4,593 $ 3� $ 6.,820 10-702.09 Tokay High Pool $ 3,120 333 650 100 Personal Services $ 22,986 $ 17,230 $ 18,775 200 Utility & Transportation 20,782 250 250 300 Supplies, Materials & Services 8,231 37,850 32,300 600 Total $ 51,999 $ 55,330 $ 51,325 10-702.10 Tokay Players $ 3,120 333 650 100 Personal Services $ 2,076 $ -0- $ -0- 200 Utility & Transportation 1,181 1,300 1,400 300 Supplies, Materials & Services 2,555 2,400 3,600 600 Special Payments 600 -0- -0- Total $ 6,412 $ 3,700- $ 5,000 10-702.11 Lodi Arts Commission 100 Personal Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures 600 Special Payments Total $ 1,035 $ 4,.430 $ 3,120 333 650 650 1,262 1,425 1,460 475 125 200 130 1,380 1,480 $ 3,235 . $ 8,010 $ 6,910 10-702.12 Community Band 100 Personal Services $ -0- $ -0- $ 1,430 300 Supplies, Materials & Services -0- 400 400 Total$- 7 $ 1,830 10-702.13 Lodi Art Center 200 Utility & Transportation $ -0 $ 150 $ 450 300 Supplies, Materials & Services -0 1,700 1,800 Total $ -9- $1, $ 2,250 -33- CITY OF LODI OPERATING BUDGET 1985-86 RECREATION AND PARKS DEPARTMENT RECREATION DIVISION (continued) 10-702.14 Youth Drama 100 Personal Services 300 Supplies, Materials & Services Total Total Recreation Division PARKS DIVISION 1983-84 1984-85 1985-86 Actual Budget Budget $ -0- $ -0- $ 2,000 -0- -0- 400 $ -0- $ -0- $ 2,400 $480,418 $534,170 523,845 10=751.01 Parks Administration 100 Personal Services 100 Personal Services $ 54,197 $ 54,105 $ 59,230 200 Utility & Transportation Supplies, Materials & Services 800 565 11,290 810 300 Supplies, Materials & Services $ 49,010 .2,590 2,220 Lodi Lake -Park 2,535 500 Equipment, Land & Structures 100 191 -0- $135,580 -0- 200 Total $ 57,778 $ 56,890 $ 62,575 10-751.02 Parks Overhead 10,915, 500 Equipment, Land & Structures 305 7,835 100 Personal Services $ 9,608 $ -0- $ -0- 300 Supplies, Materials & Services 57 -0- -0- $ 9,665 -0- $ -0- 10-752:01. Stadium Maintenance 100 Personal Services $ 33,235 $ 33,660 $ 33,090 200 Utility & Transportation 6,206 7,105 7,515 300 Supplies, Materials & Services 9,518 8,245- 11,290 500 Total $ 48,959 $ 49,010 $ 51,895 10-752.02 Lodi Lake -Park TH3,138 $T1,M $T6,T65 100 Personal Services $118,006 $135,580 $143,175 200 Utility & Transportation 5,287. .4,830 5,595 300 Supplies, Materials & Services 131)439 31,550 10,915, 500 Equipment, Land & Structures 305 7,835 -0- Total $13� $179,795 $159,685 10-752.03 Other Parks 100 Personal Services $301,383 $345,600 $,368,230 200 Utility & Transportation 21,398 26,505 24,675 300 Supplies, Materials & Services 40,357 41,115 66,845 500 Equipment, Land & Structures -0- 8,390 6,515 Total TH3,138 $T1,M $T6,T65 10-752.08 Carnegie Libra 100 Personal Services $ 4.,761 $ 3,055 $ 3,080 200 Utility & Transportation 1,310 2,500 1,570 300 Supplies, Materials & Services 1,508 2,165 2,260 Total $_ 7,579 $ 7,720 $ l� -34- CITY OF L001 )PERATING BUDGET .985-86 ZECREATION AND PARKS DEPARTMENT )ARKS DIVISION (continued) �0-753.01 Equipment Maintenance 100 Pers Services 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total 1983-84 1984-85 1985-86 Actual Budget Budget $ 25,721 $ 28,855 $ 25,970 56,510 57,660 55,390 14,896 19,245 10,650 148 -0- -0-. 22 20 20 $--97,297 '$10� $ 92,030 Total Parks Division $721,453 $820,805 839,360 Total Recreation and Parks Department $1-5201,871 $1,354,975 1,3 ,205 TOTAL GENERAL FUND Less Inter -Fund Transfers NET GENERAL FUND BUDGET 11,126,895 $129191,620 13,150,270 $ 685,226 $ 737,745 $ 789,645 $10,441,669 $11,453,875 12,360,625 . LIBRARY FUND 21-801.01 Administration 100 Personal Services $320,480 $403,685 $408,320 200 Utility &Transportation 33,464 51,220 48,690 300 Supplies, Materials &,Services 113,695 132,665 149,660 600 Special Payments 4,045 1 5,750 6,180 . Total $4771_,6_8T $593,32U $612,850 Total Library Fund -35- OPERATING BUDGET 1985-86 ELECTRIC UTILITY FUND 16-022.02 Electric Overhead 100 Personal Services CITY OF LODI 1983-84 1984-85 1985-86 ` Actual Budget Budget $ 20,697 $ -0- $ -0- Total $ 20,697 $ -0- $ -0- 16-601.01 100 Administration Personal Services $208,433 $233,005 $248,125 200 Utility & Transportation 15,447 16,830 20,910 300 Supplies, Materials & Services 157,819 177,000 237,650 '400 Depreciation of Equipment 8,747 10,235 15,055 500 Equipment, Land & Structures 2,723 -0- -0- 600 Special.Payments Total 469,290 $862,459 511,240 $948,310 306,960 $828,700 16-601.12 100 Engineering Personal Services $116,522 $147,515 $161,000 200 Utility & Transportation 99 200 300 300 Supplies, Materials& Services 2,669 3,205 3,600 500 Equipment, Land & Structures Total 112 $119,402 -0- $159 -0- $164,900 16-601.13 100 Warehousing Personal Services. $ 37,862 $ 44,045 $ 45,160 200 Utility & Transportation 408 160 240 300 Supplies, Materials & Services 6,624 6,740 6,740 500 Equipment, Land & Structures Total 838 $ 45,732 -0- 50,9 5 -0- $ 52,140 16-602.02 100 Customer Service Maintenance Personal Services $ 96,823 $96,680 $106,410 200 Utility & Transportation 969 850. 850 300 Supplies, Materials & Services 2,846 2,500 2,500 500 Equipment, Land & Structures 6,349 5,710 6,425 Total $106,987 $105,740 $116,185 16-603.02 Dusk -to -Dawn Lighting . $ 281 $ 460 $ 510 100 Personal Services 30 15 15 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total 152 $ 463 300 $ 775 300 $ 825 16-604.02 Bulk Power Purchase 200 Electricity $11,282,194 $13,990,000 $17,450,000 Total $1-1-, ,19 $190,,000 $17450,,000 -36- CITY OF LODI rOPERATING BUDGET 1985-86 ELECTRIC UTILITY FUND (continued) 1983-84 1984-85 1985-86 Actual Budget Budget 16-604.09 Hazardous Material Handling (PCB) 100 Persona ices $ -0- $ 16,010 $ 16,935 200 Utility & Transportation -0- 200 100 300 Supplies, Materials & Services -0- 21,700 21,700 500 Equipment, Land & Structures -0- 23;125 12,850 Total $132,918. $ 61,035 $ 51,585 16-604.10 System Maintenance - Overhead 100 Personal Services $ 89,966 $ 98,305 $106,070 200 Utility & Transportation 180 400 400 300 Supplies, Materials & Services 19,449 9,500 8,400 500 Equipment, Land & Structures 23,323 10,160 209120: Total $132,918. $118,365 $134,,990 1:6-604.11 System Maintenance - Underground 100 Personal Services $ 37,156 $ 50,150 $ 62,270 300 Supplies, Materials & Services 4,162 2,900 3,700 500 Equipment, Land & Structures 12,400 15,090 14,155 500 Total $ 53,718 $ 68,140 $ 80,125 16-604.12 Substation Maintenance 100 Personal Services $-24,561 $ 36,835 $ 39,290 200 Utility & Transportation 45 375 375 300 Supplies, Materials & Services 8,487 7,695 8,400 500 Equipment, Land & Structures 2,327 1,650 1,950 Total $-3 $ 46,555 $ 50,015 16-604.13 Systems Operation - 100 Personal Services $123,761 $133,020 $142,400 200 Utility & Transportation 1,279 540 810 300 Supplies, Materials & Services- 4,337 5,125 5,125 500 Equipment, Land & Structures -0- 425 -0- Total $ $139,_F17b $148,335 16-604.14 Tree Trimming 100 Personal Services 300 Supplies, Materials & Services Total Total Electric Utility Fund Inter -Fund Transfers - Other Departments NET ELECTRIC UTILITY FUND -$7- $ 37,800 $ 43,075 $ 54,455 92 130 4- $ 37,892 $_3,205 $ 54,455 $12,827,259 $15,723,100 $19,132-,-275 $ 568,241 $ 561,465 $ 619,585 $13,395,500 16,284,565 $19,75-1-,8--4-0 CITY OF LODI )PERATING BUDGET L985-86 SEWER UTILITY FUND 1983-84 1984-85 1985-86 1 Actual Budget Budget I 17-401.01 Administration 100 Personal Services $ 27,041 $ 25,945 $ 25,105 200 Utility & Transportation 3,046 2,285 3,420 300 Supplies,.Materials & Services 56,049 48,005 60,705 400 Depreciation of Equipment 159056 15,055 5,880 600 Special Payments 73 -0- -0- 17-030.01 Total $101,265 $ 91,290 $ 95,110 17-402.02 Engineering 100 Personal Services $ 7,640 $ 10,030 $ 10,090 200 Utility & Transportation -0- 300 200 300 Supplies, Materials & Services -0- -0- 100 600 Total $ 7,640 $ 10,330 T_10_,_3_9__G 17-403.01 Plant Maintenance 100 Personal Services $335,905 $343,550 $320,030 200 Utility & Transportation 191,630 183,915 195,255 300 Supplies, Materials & Services 108,503 97,660 106,565 600 Special Payments 4,385 3,135 4,900 Total Total $640,423 $628,260 $626,750 17-404.01 Sanitary System Maintenance 100 Personal Services $ 53,536 $ 72,240 $ 76,175. 200 Utility & Transportation, 2,074 2,310 4,145 300 Supplies, Materials & Services 9,361 6,575 6,550 Total $ 64,971 $ 81,125 $ 86,870 17-404.02 Industrial System Maintenance 100 Personal Services $ 785. $ 1,145 $ 1,020 200 Utility & Transportation 1,909 2,180 2,360 300 Supplies, Materials & Services 1,310 500 300 Total $ 4,004 $ 3,825 $ 3,680 17-030.01 Bonded Debt - Interest 600 Special Payments $ 90,860 $ 82,870 $ 74,425 Total $ 90,860 $ 82,E $77", 25 17-407.01 Plant Depreciation 400 Depreciation Total Total Sewer Utility Fund Inter -Fund Transfers - Other Departments NET SEWER UTILITY FUND $300,055 $301,510 $324,310 $3 ,0 5 $301,-510 $324,310 18 $1,199,210 1, 1,535 $ 108,750 $ 89,595 $ 83,435 $1-,317,968 $1,288,805 1,3 ,970 '00 - CITY OF LODI $ 4,167 1,079 $ 3,320 660 $ 2,770 600 OPERATING BUDGET 1983-84 1984-85 1985-86 1985-86 Utility & Transportation Actual Budget Budget WATER UTILITY FUND Supplies, Materials & Services 37 575 18-451.01 Administration Total $ 2,780 $-5-,-4-5-5 100 Personal Services $ 27,968 $ 25,965 $ 25,105 200 Utility & Transportation 2,468 1,720 2,430 300 Supplies, Materials & Services 44,852 47,465 58,115 400 Depreciation of Equipment 3,391 3,390 2,600 500 Equipment, Land & Structures 104 -0- 1,200 $ 14,115 Total $ 89,450 18-451.03 Water Conservation Program $ 4,167 1,079 $ 3,320 660 $ 2,770 600 100 Personal Services $ 2,683 $ 4,820 $ 3,880 200 Utility & Transportation 60 60 60 300 Supplies, Materials & Services 37 575 475 600 Total $ 2,780 $-5-,-4-5-5 $ 4,435 18-452.01 Engineering $346,594 $354,570 $390,690 100 Pers Services $ 7,659 $ 12,350 $ 12,615 200 Utility & Transportation -0- 500 300 300 Supplies, Materials & Services 1,387 1,000 1,200 Total $ 9,046 $ 13,850 $ 14,115 18-453.01 Production $ 4,167 1,079 $ 3,320 660 $ 2,770 600 100 Persona Services $ 84,750 $ 94,145 $106,470 200 Utility & Transportation 224,131 238,300 262,300 300 Supplies, Materials & Services 37,692 22,100 21,820 600 Special Payments 21 25 100 Total $346,594 $354,570 $390,690 18-454.01 Distribution 100 PersonaTServices $ 89,080 $ 82,625 $ 85,465 300 Supplies, Materials & Services 13,817 11,275 12,975 Total $10897 $719 �,900 $ 9$,440 18-455.01 100 300 Fire Hydrants Personal Services Supplies, Materials & Services $ 4,167 1,079 $ 3,320 660 $ 2,770 600 Total$ -96 $,�$� $i0 Total Water Utility Fund $545,346 $600,W - $550,295 Inter -Fund Transfers - Other Departments $ 93,440 $ 86,685 $ 86,625 NET WATER UTILITY FUND 1 -39- V CITY OF LODI OPERATING BUDGET 1985-86 HUTCHINS STREET SQUARE 120-752.05 Administration 100 Personal Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total Total Hutchins Street Square 1983-84 1984-85 1985-86 Actual Budget Budget $ 15,934 8,002 3,307 957 $ 28,200 $ 20,190 6,860 3,175 635 $ 30,860 $ 21,100 8,550 3,870 -0- $ 33,520 28,200----T-3-0—,-86--0----$-33,520 • GRAND TOTAL: OPERATING BUDGETS 26, 93,80 3 ,28 5 $34,75U ,91 -40- Ll U_ Administration Community'Relations Word Processor CITY OF LODI AUTHORIZED EQUIPMENT PURCHASES 1985-86 Total Community Development Department Office Partitions Sedan Finance Department Bar Code Reader Cash Registers Computer Terminal File PrinterLP(A- ?f' Fire Department Funding New Replacement Source Total $ 7,000 HSS 7,000 7,000 $ 1,700 EF $ 8,000 EF Total 1,700 8,000 9,700 $ 2,400 EF 1,525 EF 2,420 EF 625 EF 5,500 EF Total T12,470 12,470 Dictating Machine $ 1,000 EF Hurst Cutter Tool $ 2,495 EF Pickup Truck 14,570 EF Total 1,000 $17,065 1 18,065 Police Department Battery Conditioner Nandi Talkies (2) Paper Shredder Station Wagon VCR Camera Word Processing Equipment Total $ 555 EF 5 ,.725 EF 3,400 EF 10,900 EF 1,000 EF 16,510 EF $38,090 38,09 -41- Authorized Equipment Purchases 1985-86 Public Works Department Acetylene Torch -Airless Sprayer Arc Welder -- Box Brake Bender Chip Spreader Office Chair Radio Equipment Sedan Tractor Loader Trash Pump Work Order Time Clock Total Recreation and Parks Department Recreation CITY OF LODI Funding New Replacement Source Total Sedan $ 7,300 EF Total 7,300 7,300 Parks Combo Plane $ 2,200 EF Pickup Truck (HD with duals) $ 20,210 EF Total 2,200 20,210 22,410 Water/Wastewater Pickup Truck Pneumatic Drive Unit Micro Backhoe Sedan Wacker Tamper 1.1 r- 1.1 n 1% r - $ 14,830 WC SC $ 2,500 WC 8,200 WC SC .5,200 2 WC SC 2,120 . WC SC Total $10,700 $ 22,1503 , Analytical Balance $ 2,760 W/W C. Lawn Edger 350 W/W C Ph Millivolt Meter. 1,000 W/W C Total 4,110 $ 4,110 -42- 11 w Fj 11 7 7 F 11 3 I J� 0 0 $ 600 EF $ 4,135 EF 2,040 EF 1,275 EF 3,180 EF 425 EF 113,650 EF 7,100 EF 35,000 EF 1,085 EF 485 EF 7,935 161,040 168,975 Sedan $ 7,300 EF Total 7,300 7,300 Parks Combo Plane $ 2,200 EF Pickup Truck (HD with duals) $ 20,210 EF Total 2,200 20,210 22,410 Water/Wastewater Pickup Truck Pneumatic Drive Unit Micro Backhoe Sedan Wacker Tamper 1.1 r- 1.1 n 1% r - $ 14,830 WC SC $ 2,500 WC 8,200 WC SC .5,200 2 WC SC 2,120 . WC SC Total $10,700 $ 22,1503 , Analytical Balance $ 2,760 W/W C. Lawn Edger 350 W/W C Ph Millivolt Meter. 1,000 W/W C Total 4,110 $ 4,110 -42- 11 w Fj 11 7 7 F 11 3 I J� 0 0 Authorized Equipment Purchases 1985-86 ELECTRIC UTILITY Bucket Truck Cable Pulling Rig Compression Tool Hydraulic Compression Tools Pressure Washer Reel Storage Rack Sedan Storage Area Submersible Pump Transducer Calibrator Transformer Storage Rack van Total Total Requested Equipment Purchases Summary: CITY OF LODI Funding New Replacement Source Total $ 48,000 UOR $ 850 Equipment Fund ................ UOR 2,350 SC UOR ............... 1,600 UOR 1,000 UOR 2,000 Utility Outlay Reserve....... UOR 87,550 8,500 UOR 2,300 4,110 UOR Hutchins.Street Square ....... 850 UOR 2,100 UOR 6,000 UOR 12,000 UOR 16,600 70,950 87,550 New . Replacement Total $97,695 $310,825 1$408,520 EF Equipment Fund ................ 012.0-012:01 ............... $277,010 SC Sewer Capital........ ......017.1-012.01 ............... 15,175 WC Water Capital................018.1-012.01............... 17..,675 UOR Utility Outlay Reserve....... 016.1-680.01 ............... 87,550 W/WC Water/Wastewater Capital ..... 017.2-012.01 ............... 4,110 HSS Hutchins.Street Square ....... 120.1-012.01 ............... 7,000 Total Authorized Equipment Purchases $408,520 -43- CITY A F LODI FISCAL YEAR 1985-86 AUTHORIZED PERSONNEL COMMUNITY DEVELOPMENT Administrative Clerk LII Authorized Authorized Net Associate Planner 1984-85 1985-86 Change ADMINISTRATION 3 3 Administrative Assistant 1 1 Administrative Assistant - City Manager 1 1 Administrative Clerk I 1 1 Administrative Clerk II 2 2 Assistant City Manager 1 1 City Attorney 1 1 City Clerk 1 1 City Manager 1 1 Community Relations Assistant 1 1 Legal Secretary 1 1 Secretary to the City Manager 0 1 +1 Data Processing Programmer Total 11 7 +1 COMMUNITY DEVELOPMENT Administrative Clerk LII 1 1 Associate Planner 2 2 Building Inspector II 3 3 Chief Building Inspector 1 1 Community Development Director 1 1 Department Secretary 1 1 Jr. Planner 1 1 Total 10 18 FINANCE DEPARTMENT Account Clerk 9 9 Accountant II 1 1 Accounts Collector 2 2 Assistant Finance Director 1 1 Data Processing Equipment Operator 1 1 Data Processing Programmer 1 1 Data Processing Supervisor 1 1 Department Secretary 1 1 Field Services Supervisor ✓ 1 1 Finance Director 1 1 Meter Reader 4 4 Parking Enforcement Assistant 2 2 Revenue & Collection Technician 1 1 Sr. Account Clerk 2 2 Total 2 28. -45- FISCAL YEAR 1985-86 Authorized Personnel FIRE DEPARTMENT Administrative Clerk III Fire Administrative Officer .Fire Captain Fire Chief Fire Engineer Fire Fighter Fire Inspector Fire Shift Supervisor LIBRARY Building Service Worker Childrens Librarian Librarian Librarian II Library Assistant Manager of Adult Services Sr. Library Assistant POLICE DEPARTMENT CITY OF LODI Authorized Authorized Net 1984-85 1985-86 Change 1 1 3 3 9 9 1 1 .18 18 15 15 1 1 3 3 Total 48 48 1 1 1 1 1 1 2 2 6 6 1 1 1 1 Total 13 13 Administrative Clerk II 1 1 Administrative Clerk III 2 3 Administrative Assistant 1 1 Animal Control Officer 1 1 Assistant Animal Control Officer 1 1 Department Secretary 1 1 Jailer -Dispatcher -Clerk 4 6 Matron -Dispatcher -Clerk __ _ __ b Police Chief 1 1. —Police Captain 3 3 Police Lieutenant 4 4, Police Officer 40 40 Police Technician 1 1 Police Sergeant Total 7 75 -46- 0 +1 +1 CITY OF LODI FISCAL YEAR 1985-86 Authorized Personnel Authorized Authorized Net 1984-85 1985-86 Change PUBLIC WORKS DEPARTMENT Administration Administrative Assistant 1 1 Department Secretary 1 1 Public Works Director 1 1 3 3 EnQineerinq Division Administrative Clerk III 1 1 Assistant City Engineer 1 1 Associate Civil Engineer 2 2 Assistant Civil Engineer 1 1 Chief Civil Engineer- 1 1 Civil Engineering Assistant . 1 1 Department Secretary 1 1 Engineering Technician II 3 4 Engineering Technician Supervisor 2 2 Public Works Inspector II 2 2 1� 15 Building and Equipment Maintenance Building & Equipment Maintenance Superintendent 1 1 Building & Equipment Maintenance Worker 1 1 Building Service Worker 1 1 Equipment Mechanic Supervisor 1 1 Equipment Service Worker 1 1 Heavy Equipment Mechanic 2 2 Welder -Mechanic 1 1 8 8 Street Division Administrative Clerk III 1 1 Laborer 0 2 Street Maintenance Worker II 10 9 Street Maintenance Worker III 4 5 Street Supervisor 2 2 Street Superintendent 1 1 .Street Sweeper Operator 1 1 Tree Trimmer 1 2 31 -47- n +1 +1 0 +2 -1 +1 +1 +3 CITY OF L001 FISCAL YEAR 1985-86 Authorized Personnel Authorized Authorized Net 1984-85 1985-86 Change PUBLIC WORKS DEPARTMENT (continued) Water and Sewer Division Laboratory Technician II 2 2 Plant & Equipment Mechanic 2 2 Sr. Laboratory Technician-- 1 1 Wastewater Plant Operator II 5 5 Wastewater Treatment Supervisor ✓ 1 1 Water/Wastewater Worker II 5 5 Water/Wastewater Worker III 4 4 Water/Wastewater Supervisor ✓ 2 2 Water/Wastewater Superintendent 1 1 23 23 p Total Public Works 69 73 +4 RECREATION AND PARKS DEPARTMENT Administrative Clerk II 1 1 Building Maintenance Lead Worker SA 7,�n-,-- 1 1� Department Secretary 1 l w. 1 ✓Light Equipment Mechanic I 1 ,-,Park Maintenance Worker II Park 12 Maintenance Worker III ''Park 3 4L,- +1 Ranger /'J— 1 1 v Park Supervisor 1 1 Park Superintendent 1 1. Recreation Supervisor 2 2, Recreation & Parks Director 1 1 Sr. Recreation Supervisor 1 1 Total 26 26 0 CITY OF L001 System Expansion UTILITY OUTLAY BUDGET 100 Personal Services 1985-86 $ 4,910 $ 5,590 -300 Supplies, Materials & Services 1983-84 1984-85 1985-86 500 Actual Budget Budget 16.1-640.01 Power Generation Development Total $ -0- 600 Special Payments $143,782 $ -0- $ -0- Total $1� $-0- $ -0- 16.1-640.02 Turbine Generator Development 600 Special Payments $ 35,834 $ -0- $ -0- $ 35,834 $ -0- $ -0- 16.1-650.01 System Expansion 100 Personal Services $ -O- $ 4,910 $ 5,590 -300 Supplies, Materials & Services -0- 300 300 500 Equipment, Land & Structures -0- 9,900 10,600 Total $ -0- $ 15,110 $ 16,49 16.1-650.02 System Improvement 100 Personal Services $ 70,535 $ 69,755 $ 85,100 300 Supplies, Materials & Services 1,586 2,050 1,700 500 Equipment, Land & Structures 69,633 52,900 159,500 Total $1� $124,705 $T4-6 16.1-650.03 Service Connections (Customer) 100 Personal Services $ 28,356 $ 24,420 $ 32,465 300 Supplies, Materials & Services 231 625 625 500 Equipment, Land & Structures 40,787 31,500 37,300 Total $ 69,374 $ 56,545 $ 70,390 16.1-650.04 Lighting Construction (Dusk -to -Dawn) 100 Personal Services 523 $ 1,610 $ .1,835 300 Supplies, Materials & Services -0- 30 30 500 Equipment, Land & Structures 332 860 860 Total $----9-55 $-T,-500 $-T-75- 16.1-650.11 New Business 100 Personal Services $ 4,132 $ 20,970 $ 23,875 300 Supplies, Materials & Services -0- 200 200 500 Equipment, Land & Structures 14,797 26,100 26,100 Total $ 18,929 $ 47,27Q $ 50,17-5 16.1-650.23 Substation Construction 100 Personal Services $ 16,794 $ 41,645 $ 42,070 300 Supplies, Materials & Services 2,202 2,300 2,000 500 Equipment, Land & Structures 73,928 43,500 34,500 Total $x,570 16.1-680.01 System Equipment Purchases 500 Equipment, Land & Structures $ 10,868 $ 42,050 $ 87,550 -O Total $-ff $ 42,050 $79M Total Utility Outlay Budget -51- $1 > �o m Cin J. 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Ln CO W Ln 1--+ Ln M N O NJ::- W OO P r-' OlN4th 00 V V V O N y OD LT1 V O N V •A W O I-+ LO to O P O m O Ln Ln W 1-+ N LO 00 N O .P O O O O O m Cl Ln Ln Ln Ln Ln O m to to 0 0 0 �o m Cin J. O fl � m a -s c+ ({ J J. U) J. O •a c+ O J. Z LD C-+ 1n N w c 1 Do 3 3 20 N G C w O C-+ _ m .J -S - m J. m r w cn m J 4-+ n M� co Cl I n w m 00 O n r 1 --1 N O c+ r m c C) CL m -spm m CL = N c+ w N � ro M n J. c+ w N (n =5 c+ -f Q m m "S Ln CITY OF LODI -54- C H� HN � r 00 --c cn —4 t -< CT O c r- r n co C= v m -i l< c (D —• (D << << N Q. :E CII i N N C+ N < f+ C+ (D c+ W c+ (D (D o, r+ N O (D r-+ m c (D n O -v >3 -+. N O i �+ n N o Z O 3 O N (D < N c+ O r c+ c+ (D c c c+ O c+ �- -S c+ O �-c =r o n < N v N (D c c+ O N N o r a+ -S n o N v v sv c f v � m N W co (D (D O N W I-- N L" V V V V < N �0 1 O M 00 4- --0 W V V W (n O l0 0= Ln O to tJt Ul O O (D 0) Ln J 3 (ft .>v 0) c �+ N C'+ (L -0 (D = -0 OD t O N m V W Z O.—+ c n O O W N O CD m O C) O m O O oL (D —+ N N b4 EA N 1V CT .Am V l0 O C C V V V (7 Q. j• 4. Ui. m N co W un o1 (+ M O O CT O O O c ma O O O O O O Co O i (D m 0. N c+ y k m N {f} Ln 00 V M V .P I -'--I N V 09 O N O . m 01 O N ul m t-+ V W W n O M V V N k0 O 1.0 r O O O m cn O O O -54- C H� HN � r 00 --c cn —4 t -< CT O c r- r n co C= v m -i CITY OF LODI DENTAL INSURANCE AND LONG-TERM DISABILITY INSURANCE RESERVE STATEMENT OF RESOURCES AND REQUIREMENTS 1985-86 SCHEDULE K ESTIMATED FINANCING RESOURCES INTERFUND TRANSFERS Dental Cost Allocations $1.12,640 Long -Term Disability Cost Allocations 65,000 Total Interfund Transfers $177,640 TOTAL ESTIMATED FINANCING RESOURCES $177,640 ESTIMATED REQUIREMENTS OPERATING EXPENSES Dental Claims Dental Claims Administration Long -Term Disability Claims Long -Term Disability Insurance Total Operating Expenses TOTAL ESTIMATED REQUIREMENTS 0 -55- $ 94,655 17,985 3.0,000 35,000 $177,640 $177,640 CITY OF LODI j PUBLIC LIABILITY INSURANCE RESERVE SCHEDULE L STATEMENT OF RESOURCES AND REQUIREMENTS 1985-86 I rp ESTIMATED FINANCING RESOURCES INVESTMENT INCOME CONTRIBUTIONS FROM OTHER FUNDS & RESERVES TOTAL ESTIMATED RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Professional Services Insurance Premiums Claims Travel Total Operating Expenses ESTIMATED FUND BALANCE $ 42,220 350,745 $392,965 $ 11,080 274,140 64,490 1,035 $350,745 $ 42,220 TOTAL ESTIMATED REQUIREMENTS -56- $392,965 CITY OF LODI WORKERS' COMPENSATION INSURANCE RESERVE SCHEDULE M STATEMENT OF RESOURCES AND REQUIREMENTS 1985-86 ESTIMATED FINANCING RESOURCES COMPENSATION REIMBURSEMENTS $ 12,000 INTER -FUND TRANSFERS 153,895 INVESTMENT EARNINGS 102,665 OPERATING RESERVE 34,510 TOTAL ESTIMATED FINANCING RESOURCES $303,070 ESTIMATED REQUIREMENTS OPERATING EXPENSES Premiums - Excess Insurance $10,000 Disability Payments 47,825 Medical Services 90,000 Professional Services 58,920 Safety Program 1,200 Travel 125 Total Operating Expenses $208,070 CONTRIBUTIONS TO OTHER FUNDS General Fund $95,000 Total Contributions to Other Funds $ 95,000 TOTAL ESTIMATED REQUIREMENTS $303,070 -57- CITY OF LODI SELF-INSURANCE FUNDS 1984-85 WORKERS' COMPENSATION INSURANCE FUND 31-020.02 Workers' Compensation Insurance 1982-83 1983-84 1984-85 DENTAL & LONG=TERM DISABILITY FUND Actual Budget Budget 200 Utility & Transportation 63 29-020.02 Dental Insurance 300 Supplies, Materials & Services 88,680 100 Personal Services $ -0- $ -0- $ 94,655 300 Supplies, Materials & Services -0- -0- $ 17,985 $167,120 Total $ -0- $ -0- $112,640 29-020.03 Long -Term Disability 100 Persona Services $ -0- $ -0- $ 65,000 Total $ -0- $ -0- $ 65,000 Total Dental & Long -Term Disability Fund -0- -0- $177,640 PUBLIC LIABILITY FUND 30-020.02 PL & PD Insurance 200 Uti ity & Transportation $ 161 $ -O- $ 1,000 300 Supplies, Materials & Services 448,440 128,665 349,745 Total $T4_8 —,1$lam $350,745 Total Public Liability Insurance.Fund $448,601 $128,665 $350,7 Less Inter -Fund Transfers $ 85,204 $ 24,445 $ 66,640 Net Public Liability Insurance Fund $363,397 $104,220 284,10 WORKERS' COMPENSATION INSURANCE FUND 31-020.02 Workers' Compensation Insurance 100 Personal Services $ 53,254 $ 58,080 $ 57,825 200 Utility & Transportation 63 100 125 300 Supplies, Materials & Services 88,680 108,310 150,120 500 Equipment, Land & Structures -0- 630 -0- Total. $141,997 $167,120 $208,070 Total Workers' Compensation Fund $141,997 $167,120$208,07U -59- CITY OF LODI WASTEWATER CAPITAL OUTLAY STATEMENT OF RESOURCES AND REQUIREMENTS 1985-86 ESTIMATED FINANCING INTER -FUND TRANSFER Depreciation Funds: Plant and Equipment Total Inter -Fund Transfer TOTAL ESTIMATED FINANCING ESTIMATED REQUIREMENTS WASTEWATER EQUIPMENT Analytical Balance Lawn Edger Ph Millivolt Meter Total Sewer Equipment BOND PRINCIPAL WASTEWATER CAPITAL RESERVE TOTAL ESTIMATED REQUIREMENTS -61- SCHEDULE N $330,190 $330,190 $330,190 $2,760 350 1,000 $ 4,110 $206,320 $119,760 $330,190 rITY nF I nf11 FEDERAL REVENUE SHARING SCHEDULE 0 STATEMENT OF RESOURCES AND ALLOCATIONS 1985-86 ESTIMATED FINANCING RESOURCES FEDERAL REVENUE SHARING ALLOCATION INVESTMENT EARNINGS UNALLOCATED FUNDS TOTAL ESTIMATED FINANCING RESOURCES ALLOCATIONS CAPITAL PROJECTS - CITY HALL EXPANSION TOTAL ALLOCATIONS -62- $394,280 96,360 350,000 $840,640 $840,640 $840,640