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HomeMy WebLinkAboutBudget FY 1989-1990• CITY OF LODI • CITY OF LODI • CITY OF LODI • CITY OF LODI • 1989-1990 CITY OF LODI CALIFORNIA . • • AS APPROVED BY THE MAYOR AND CITY COUNCIL CITY OF LODI CITY OF LODI CALIFORNIA CITY COUNCIL JOHN R. (RANDY) SNIDER MAYOR DAVID M. HINCHMAN Mayor Pro Tempore EVELYN M. OLSON Member, City Council JAMES W. PINKERTON, JR. Member, City Council FRED M. REID Member, City Council COUNCIL APPOINTEES City Manager .........................Thomas A. Peterson City Attorney ......................... .Bob W. McNatt City Clerk.............................Alice M. Reimche ADMINISTRATIVE OFFICERS Administrative Assistant to the City Manager ................. .Eric Whitaker Assistant City Manager ............... ...Jerry L. Glenn irector.......:.....Charlene Community Center Director............ J. Lange Community Development Director.......James B. Schroeder Electric Utility Director.................Henry J. Rice Finance Director/Treasurer...............Robert H. Holm Fire Chief..............................Larry F. Hughes Librarian.. .... .... .......Leonard L. Lachendro Parks and Recreation Director...... Ronald W. Williamson Personnel Director ................... .Joanne Narloch Police Chief.. ......................Floyd A. Williams Public Works Director ....................Jack L. Ronsko STATISTICS AND INFORMATION The City of Lodi was incorporated under the General Laws of the State of California on December 6, 1906. Area: 9.450 square miles Population: State Estimate - 1983 .... 38,318 State Estimate - 1987 .... 45,794 State Estimate - 1984 .... 39,475 .._State Estimate - 1988 .... 48,042 State Estimate - 1985 .... 41,281 State Estimate - 1989 .... 49,221 State Estimate - 1986.... 43,293 CITY OF LODI ^s m >m L --m m o n m N m o F"- o x Ma < s O m a .. -a a o mn CD NN m I-- m o T z 1 a Da m z m ----- to N G m 0 a r C.,aN -�n 0 _--_--- to v a O a Zo la m c na 2 MM3;, =>- m A Nin m Z m ZZO Mtn m { n v o m o v m N m o9 m o. .. ry a m o z T M ~m .Mo ... NAH m p m r. m -cf= am m a zN N 0 ti a m m3 Zc m a m E o ay m { � m o H r z x -c IT! m m z n n z» cx n n nm m< LM--Z- mn Lm o Cm » x m m X0. v -40 a-4 a s z < w o sa o > �m PHZ Nm aoz4 N no 0 N M m am r- z >n m o o <c I (n m m m Zo t o a ra -Z < N . o my _ ,? M- <0nm m T I = 3 ~mn mom` N 2� CITY OF LODI TABLE OF CONTENTS Page CITY MANAGER'S BUDGET MESSAGE . . . . . . . . . . . . . . . . M1 - M44 FUND SUMMARIES Total General Budget - Schedule A. . . . . . . . . . . 1 v 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 Community Center - Schedule G . ... . . . . . . . . . . 7 Financing Resources - Schedule H . . . . . . . . . . . 9 Special Revenue Funds - Schedule I . . . . . . . . . . 17 Summary of Operating Budgets by Departments - Schedule J . . . . . . . . 25 Dental & Long -Term Disability Insurance Reserves. - Schedule K . . . . . . . . . . 67 Public Liability Insurance Reserve - Schedule L. 68 Workers' Compensation Insurance Reserve - Schedule M 69 Wastewater Capital Outlay - Schedule N . . . . . . . 73 Medical Self -Insurance Fund - Schedule 0 . . . . . . . 75 i TABLE OF CONTENTS 1989-80 BUDGET CITY OF LODI OPERATING BUDGET DETAIL Page Animal Shelter . . . . . . . . . . . . . . 31 Bond Debt Service. 28 Building Inspection. . . . . . . . . . . 30 City Attorney . . . . . . . . . . . . . . . 29 City Clerk . . . . . . . . . . . . . . . . 27 City Council . . . . . . . . . . . . . . . 27 City Manager . . . . . . . . . . . . . . 29 Community Development. . . . . . . . . . 29 Community Center . . . . . . . . . . . . . 49 Community Promotion. . . . . . . . . . . . 28 Contingent Fund. . . . . . . . ... . . . . 27 ' Election. . . . . . . . . . . . . . . . . 27 Electric Utility Fund. . . . . . . . .. 42 Equipment Maintenance. . . . . . . . . . 37 Finance Department . . . . . . . . . . . . 30 Fire Department. . . . . . . . . . . . 33 General Charges . . Insurance. . . . . . . . . . . . . . . . . 28 Library Fund . . . . . . . . . . . . . . . 41 Personnel. . . . . . . . . . . . . . . . 29 ,Police Department . . . . . . . . . . . . . 31 i TABLE OF CONTENTS 1989-90 BUDGET OPERATING BUDGET DETAIL (continued) Page Public Works Department . . . . . . . . . . . 33 Recreation & Parks Department . . . . . . . . 37 Refuse Collection . . . . . . . . . . . . . . . 28 Sewer Utility Fund . . . . . . . . . . . . 45 Special Payments - Administration. . . . . . . 28 Water Utility Fund . . . . . . . . . . . . . . 47 OTHER BUDGETS Equipment Purchases . . . . . . . . . . . . . . 51 City of Lodi Personnel . . . . . . . . . . . . 57 Self -Insurance Funds:. . . . . . . . . . . . 71 Dental Insurance Long -Term Disability Medical Public Liability Workers' Compensation Summary of Electric Utility Budgets. . . . . . 65 Summary of Utility Outlay Budget . . . . . . . 66 Electric Utility Outlay Budget Detail. . . . . 63 iii CITY OF LODI TABLE OF CONTENTS BUDGET MESSAGE 1989-90 Introduction . . . . . . . . . . . . . . . . . . . . M-1 to M-2 OPERATING REVENUES A. Property Tax . . . . . . . . . . . . . . . . . . . . . M-5 B. Sales Tax. . . . . . . . . . . . . . . . . . . . . M-5 C. Other Taxes . . . . . . . . . . . . . . . . . . . . . . M-6 D. Licenses, Fines and Use of Property. . . . . . . . . . M-6 E. Interest . . . . . . . . . . . . . . . . . . . . . . . M-6 F. Revenue From Other Agencies . . . . . . . . . . . . . . M-6 G. Service Charges. . . . . . . . . . . . . . . . . . . . M-7 H. Other Revenues . . . . . . . . . . . . . . . . . . . . M-7 I. Revenues From Utility.Operations . . . . . . . . . . . M-7 J. Interfund Transfers . . . . . . . . . . . . . . . . . . M-8 CONTRIBUTIONS FROM OTHER FUND RESERVES . . . . . . . . . . . . M-8 OPERATING EXPENSES Comparison of Expenses 1987-88 and 1988-89 . . . . . . . . M-8 100 Series — Personnel Services. . .. . . M-10 200 Series - Utility, Communications & Transportation. . . M-27 300 Series - Supplies and Materials. . . . . . . . . . . . M-27 400 Series - Depreciation. . . . . . . . . . . M-28 500 Series - Equipment, Land. & Structures. . . . . . . . . M-28 600 Series - Special Payments . . . . . . . . . . . . . . . M-28 BUDGET FUNDS General Fund . . . . . . . . . . . . . . . . . . . . . M-31 Electric Fund . . . . . . . . . . . . . . . . . . . . . . . M-37 SewerFund . . . . . . . . . . . . . . . . . . . . . M-39 Water Fund . . . . . . . . . . . . . . . . . . . . . . M-41 Library Fund . . . . . . . . . . . . . . . . . . . . . . . M-42 Community Center . . . . . . . . . . . . . . . . . . . . . M-43 BUDGET SUMMARY . . . . . . . . . . .. . . . . . . . . . . . . . M-44 iv C I T Y M A N A G E R' S 1 9 8 9 - 1 9 9 0 BUDGET MESSAGE CITY OF LODI LODI, CALIFORNIA 1989-90 BUDGET MESSAGE August 25, 1989 To the Honorable Mayor and Members of the City Council Councilmembers: Presented herewith is the adopted Operating Budget for fiscal year 1989-90. This is a balanced budget totaling $48,504,680, plus transfers of $2,427,515 to other funds and reserves. To achieve this balance it was necessary to transfer, for the first time, funds from the Rate Stabilization Fund in the amount of $400,000. This is $6,642,835 more than the 1988-89 budget of $41,861,845, an increase of 15.9%. Backing out the annual bulk power purchase, the increase in the Operating Budget is $2,702,835 (11.4%). Contributing to the increase in this budget is the addition of 14 positions. In addition, there are four positions approved during the last fiscal year which are budgeted for the full year for the first time. These. mid -year additions are enumerated herein. Further contributing to this increase is the fact that last year's budget provided no funding for the unknown salary adjustments resulting from negotiations in progress at the time the budget was developed. This budget, therefore, provides funding for adjustments approved for last year as well as adjustments approved for the current fiscal year following completion of negotiations with certain employee organizations. This budget also provides for increased -costs in medical and dental insurance premiums and Workers' Compensation. In addition, we have included the funding for all the "for fee" activities offered by the Parks and Recreation Department, and funding for the operation of Camp Hutchins. -M1- CITY OF LODI This budget will allow the City to continue torovide high level P 9 s of municipal services and address certain staff deficiencies. A description of the personnel requests are included in a subsequent portion of this message. The budget also provides for the replacement of equipment as weTl as for the purchase of new equipment designed to increase employee efficiency. The budget also sets aside limited funds for capital expenditures. FINANCING RESOURCES A municipal budget is funded utilizing a number of resources which can be classified into three major categories: OPERATING REVENUES, such as taxes, charges, fees, sales of utilities and subventions from other agencies; TRANSFERS; and RESERVES. This budget is entirely funded from anticipated operating revenues and transfers. As noted earlier, .there is a need to effect a transfer from the Electric Rate Stabilization Fund in the amount of $400,000. OPERATING REVENUES The total estimated operating revenues to fund this budget will be $50,932,195, $3,896,970 more than last .year's estimate of $47,035,225, an increase of 8.3%. Much of this revenue increase was anticipated. A significant increase in sewer collection fees was anticipated as a result of new charges implemented last October and projected adjustments this October. These funds are being placed in a capital account to pay for expansion of the White Slough Water Pollution Control Facility. The sale of electricity is also expected to be roughly $2,000,000 more than budgeted last year. We also made a significant increase in water rates last March. Property tax and sales tax continued to grow at a rate greater than inflation, and at a rate greater than anticipated in last year's budget. The City recently purchased an additional 270 acres at White Slough which is now being leased for agricultural use. -M2- CITY OF LODI The following chart presents Operating Revenues in summary form. PROPERTY TAX General Fund Library Sewer Bond Debt* Other Municipal Bonds SALES TAX 1987-88 1988-89 1988-89 1989-90 Actual Budget Estimate Budget $2,698,972 $2,821,000 $3,018,205 $3,292,205 586,847 606,090 656,260 676,645 275,234 284,000 298,510 177,410 175,969 175,450 175,450 174,465 $4,264,252 $4,551,325 $4,754,875 $5,050,000 * In 1988-89 the last of the SeriesC sewer bonds were retired. Thus requiring less property tax -M3- CITY OF LODI The current financing resources available to meet the Operating Budget, together with comparative 1988-89 estimates, are as follows: (complete detail on revenue sources is depicted in Schedule H) Operating Revenues FINANCING RESOURCES 1988-89 1989-90 Difference Property Tax $ 3,886,540 Sales Tax 4,551,325 Other Tax 363,615 Licenses, Fines and Use of Property 1,059,055 Interest 1,394,600 Revenues from Other Agencies 1,831,585 Charges for Current Services 3,895,380 Other Revenues 139,000 Water Sales & Fees 1,604,500 Sewer Charges & Fees 2,859,380 Inferfund Transfers 684,245 $ 4,320,725 5,050,000 403,080 812,370 1,494,590 2,019,245 3,943;200 136,000 2,433,300 2,429,105 845,580 Subtotal $22,269,225 -$23,887,195 Electric Sales $24,641,000 $26,500,000 Subtotal $46,910,225 $50,387,195 Transfers from Other Funds $ 125,000 $ 545,000 TOTAL RESOURCES $47,035,225 $50,932,195 -M4- + $434,185 + 498,675 + 39,465 - 246,685 + 99,990 + 187,660 + 47,820 - 3,000 + 828,800 - 430,275 + 161,335 Change - 23.3 + 7.2 + 10.2 + 1.2 - 2.2 + 51.7 - 15.0 + 23.6 +$1,617,970 + 7.3 +$1,859,000 + 7.5 +$3,476,970 + 7.4 +$- 420,000 +336.0 +$3,896,970 + 8.3 CITY OF LODI In order to better explain these revenue adjustments, a source by source analysis is presented which will give a more accurate portrayal of the City's revenue status. A. PROPERTY TAX The City of Lodi receives approximately 16% of each statutory property tax dollar collected plus the necessary increment to service bonded debt. Bonded debt is being retired in accordance with a bond redemption schedule. Annual estimates for revenue are generally obtained from the Assessor's Office which provides us an anticipated percentage increase. However, that office has no way of anticipating the sales and subsequent reassessment of property or property coming onto the tax rolls during the year. For 1988-90 staff projects the General Property Tax to be $3,968,850, plus an additional $351,875 for debt retirement for a total of $4,320,725. This represents a 11.2% increase over the 1988-89 estimate. Property tax revenue for 1989-90 is estimated at: General Fund $3,292,205 Library Fund 676,645 Sewer Bond Debt 177,410 Other Municipal Bonds 174,465 $4,320,725 B. SALES TAX REVENUE Sales Tax revenue for 1989-90 is estimated to be $5,050,000, an increase of 10.9% from last year's estimate. This is the City's largest single source of unrestricted revenue, and is the most dynamic in responding to the economy and continues to underline the importance of maintaining a healthy retail, service and industrial environment. -M5- CITY OF LODI C. OTHER TAXES These revenues are derived from other taxes: real estate transfer transactions, business license tax, and franchise fees. This source of revenue totals $403,080. Most of these taxes are not sensitive to the economy and remain rather stable. However, property transfer taxes grow or decline with 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 revenue from this source is estimated at $812,370, a decrease of $246,685 from last year's estimate. This adjustment is due to a decrease in projected building permits of $270,180, and a reduction of $32,000 in vehicle court fines. The losses are partially offset by increases expected in parking fines, and rental of City property including an additional $39,000 income for rent of property at White Slough. E. INTEREST Interest income is a significant revenue resource for the C-ity. However, it is the most volatile. , The 1989-90 estimate is $1,494,590. This represents a 7.2% increase in anticipated revenues over the 1988-89 projections of $1,394,600. This estimate is predicated on receiving all projected revenues in a timely manner. If interest rates drop significantly, if other revenues do not materialize, or cash balances decline, this source of revenue could be dramatically reduced. The major reason for this increase is a higher projected interest rate. F. REVENUE FROM OTHER AGENCIES Revenue in this category for 1989-90 is estimated at $2,019,245, an increase of $187,660 over the previous year's estimate of $1,831,585. The main reason for the overall increase is $208,780 from Motor Vehicle in Lieu fees, coupled with anticipated increases in Peace Officers' Standards and Training (POST) reimbursements, asset forfeiture funds, and drug suppression grant funds. These increases are partially offset by an anticipated reduction in cigarette taxes the phase out of State Business Inventory Subvention, and a reduced contribution from the County of San Joaquin for recreation programs. -M6- i r i_7 11 CITY OF LODI 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 1989-90 is $3,943,200, an increase of $47,820 over last year. We have included all fee classes sponsored by the Parks and Recreation Department. This accounts for a portion of the increase in revenues. We have projected some other increases in recreation revenue as a result of increased usage and other charges. These increases are partially offset by a projected reduction in engineering fees of $32,000. 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 $136,000 for 1989-90. I. REVENUES FROM UTILITY OPERATIONS The City operates three utilities: Electric, Water, and Sewer. These funds are operated on an enterprise basis with revenues and expenditures listed separate from the General Fund. In presenting the total operating budget, these operations are included. Electric Sales The estimated electric sales for 1989-90 total $26,500,000 which is $1,859,000 (7.5%) more than last year's estimate of $24,641,000. This increase is due to a projected rate increase in November, 1989. . Water Sales and Fees The projected revenue from water sales and fees for 1989-90 is $2,433,300, 51.7% more than last year's figure of $1,604,500, an increase of $828,800. The City Council approved rate adjustments in March, 1989. The increase in anticipated revenue is the result of that rate increase. -M7- CITY OF LODI Sewer Fees The projected income from.sewer service fees and sewer connection fees is $2,429,105, a decrease of $430,275 (15.0%) from last year. The actual service charges revenue will be increased by $357,160. However, we anticipate only $300,000 for connection fees which is $787,435 less than anticipated last year. J. INTERFUND TRANSFERS Monies from other funds are also used to finance the Operating Budget. This year, $444,375 of Gas Tax money, and $149,555 of Transportation Development Act funds will be used for street maintenance purposes. Housing and Urban Development funds totaling $70,940 will be used to fund administration of the Community Development Block Grant program, and to fund the Building Inspector (Housing). Included as interfund transfers is $60,000 which represents the anticipated revenue from the refuse- surcharge to be used for reimbursement for the State surcharge on waste disposal sites. Camp Hutchins is established as a separate fund. Therefore, the revenues from that fund are shown as a transfer in the amount of $120,710. CONTRIBUTIONS FROM OTHER FUND RESERVES It is recommended that $145,000 be transferred from the Hotel/Motel Tax Fund. The amount transferred from the Hotel/Motel Tax Fund represents the 1989-90 estimated revenue from this source. As previously noted, $400,000 must be transferred from the Rate Stabilization Fund to adequately fund the Operating Budget. OPERATING EXPENSES The Total Operating Budget for 1989-90 is $48,504,680, an increase of 15.9%. The estimated cost of electricity is $3,940,000 more than last year. If bulk power purchases are discounted, the operating expenses are increased from $23,801,845 in 1988-89 to $26,504,680 in 1989-90, an increase of 11.4%. -M8- t -MIM Series 100 - Personnel Services 200 - Utilities & Transportation 1988-89 1989-90 Difference Change $14,523,765 $15,838,225 + $1,314,460 + 9.1 1,284,610 1,370,700 + 86,090 + 6.7 300 - Supplies & Services 2,586,320 3,213,940 + 627,620 + 24.3 400 - Depreciation 730,085 788,275 + 58,190 + 8.0 500 - Equipment & Structures 309,920 358,870 + 48,950 + 15.8 600 - Special Payments _4,367,145 4,934,670 + 567,525 + 13.0 Subtotal Bulk Power Purchase TOTAL EXPENSES $23,801,845 $18,060,000 �41,ZShc,t545 -M9- $26,504,680 + $2,702,835 + 11.4 $22,000,000 + $3,940,000 + 21.8 $48,504,680 + $6,642,835 + 15.9 CITY OF LODI 100 Series - Personnel Services This budget includes all known salary and fringe benefit adjustments negotiated for fiscal year 1989-90, as well as associated fringe benefit costs for all City employees. Negotiations will -be conducted during the year with the Police Unit. Also budgeted here are 14 new positions. One of these positions is recommended for approval, but is not funded in this budget. This position is that of Water/Wastewater Inspector to be effective July 1, 1990 which is in the next fiscal year. In order for that position to be filled as of the requested date, the recruitment and appointment must take place during this fiscal year, probably in May, 1990. The number of new positions is offset by the elimination of one position (Parks Maintenance Worker II) so the net increase in positions is actually 13, a 3.5% increase in the total work force. Of the new positions, six are funded in total by the General Fund, two in total by the Sewer Fund and one by the Electric Utility Fund. The remaining five positions are funded by combinations of support -from the General Fund and one or more of the enterprise funds (Electric, Water and Sewer). The costs of group medical coverage and retirement are also budgeted here. The total cost in this category for 1989-90 is $15,838,225. The figure for 1988-89 was $14,523,765, representing an increase of $1,314,460 (9.1%). The primary reason for this rather substantial increase is the fact that last year's budget provided no funding for the unknown salary adjustments resulting from negotiations in progress at the time. This budget, therefore, provides funding for adjustments approved for last year as well as adjustments approved for the current fiscal year following completion of negotiations with certain employee organizations. Also, this budget provides for the funding of a 10% increase in medical and dental insurance premiums, and a 15% increase in Workers' Compensation costs. Finally, there was the addition of some mid -year) positions. These were a Plant and Equipment Mechanic at White Slough, Personnel Analyst, and two temporary Laborer positions to assist in the implementation of the water system upgrade approved at the time the new water rate schedule went into effect. The increase would be even greater but for reducing appropriations by approximately $220,000 for anticipated salary savings due to delays in filling vacancies and periodically replacing employees at the higher end of the salary range with new -hires at the lower end. - M 10 - CITY OF L001 The new positions authorized by the City Council are: FUNDING ADMINISTRATION Senior Coordinator Recommended/Approved General Fund PUBLIC WORKS DEPARTMENT Senior Heavy Equipment eav E ui Mechanic 9 P R Recommended/Approved roved / pp General Fund 74/ Water Utility 6/ ° Sewer Utility 9% Electric Utility 11% !� Assistant Water/Wastewater Superintendent Recommended/Approved Water Utility 50% Sewer Utility 50% Water/Wastewater Inspector* Recommended/Approved - Wastewater Plant Operator II . Recommended/Approved roved pP Sewer Utility Y Administrative Clerk II Recommended/Approved General Fund 50% Water Utility 25% Sewer Utility 25% PARKS AND RECREATION DEPARTMENT Park Ranger Recommended/Approved General Fund '3 Park Supervisor Recommend ed/Approved General fund * Effective July 1, 1990. Not funded in this budget. CITY OF LODI FUNDING POLICE DEPARTMENT • Administrative Clerk II Recommended/Approved General Fund • Police Officer Recommended/Approved General Fund • Police Officer Not Recommended - • Community Services Officer Not Recommended - FIRE DEPARTMENT • Fire Fighter (3) Not Recommended - • Hazardous Materials Officer Not Recommended - • Public Education Specialist Not Recommended - FINANCE DEPARTMENT • Account Clerk Recommended/Approved General Fund 58% Water Utility 4% Sewer Utility 2% Electric Utility 36% • Account Clerk Recommended/Approved General Fund 30% Water Utility 6% Sewer Utility 4% Electric Utility 60% • Data Processing Programmer II Recommended/Approved General Fund 36% Water Utility 6% Sewer Utility 4% Electric Utility 54% Operations Specialist Not Recommended - - M 12 - ELECTRIC UTILITY DEPARTMENT . Electric Apparatus Repair Worker . Electrical Technician CITY OF LODI FUNDING Recommended/Approved Electric Utility Recommended/Approved Sewer Utility This budget provides for the full funding for the first time of the Crime Analyst and Administrative Clerk II positions in the Crime Analysis section in the Police Department. The grant funding has expired per schedule. Also, in addition to the new posi.ti ons enumerated herein, it is recommended that five positions be reclassified to more appropriately reflect the tasks being performed by the employees in those positions. These reclassifications are listed herein following the listing of recommended new positions, and represent minimal fiscal impact. Finally, this budget provides for the funding of part-time hours in the Parks and Recreation Department to cover services in two areas: j 3,000 hours - General parks maintenance activities 3,000 hours - General grounds and building maintenance at Hutchins Street Square The 3,000 hours in General parks maintenance represents an exchange for the elimination of a full-time Parks Maintenance II position. - M 13 - ADMINISTRATION ■ Administrative Clerk III Recommended/Approved General Fund ■ (from Administrative Clerk II) ■ COMMUNITY DEVELOPMENT Building Inspector III Recommended/Approved General Fund (from Building Inspector II) FIRE Administrative Clerk III Recommended/Approved General Fund (from Administrative Clerk II) PARKS AND RECREATION DEPARTMENT • Senior Park Ranger Recommended/Approved General Fund (from Park Ranger) • Parks Maintenance Worker III Recommended/Approved General Fund (from Gardener) • Parks Maintenance Worker III Recommended/Approved General Fund (from Parks Maintenance Worker II) PUBLIC WORKS DEPARTMENT • Traffic Technician I/II Recommended/Approved General Fund (from Engineering Technician I/II) • Parts Coordinator Recommended/Approved General Fund (from Equipment Service Worker) - M 14 - CITY OF LODI A brief supporting statement for each of the new full-time positions follows: ADMINISTRATION Senior Coordinator - This position will provide full-time staffing in the new Senior Facility at Hutchins Street Square now under construction. Completion is scheduled for February, 1990. The facility includes a large gymnasium/hall combination with a catering kitchen; an indoor therapeutic swimming pool equipped with a lift; a senior information and referral center; a small group meeting area; and a senior day care center. This position is necessary to manage the flow of people through the facility as well as to coordinate the various senior activities. The Senior Coordinator will be responsible for programming and renting the spaces in this new complex. The individual will also act in a liaison capacity with Lodi Memorial Hospital's Senior Day Care Program, as well as overseeing and supervising activities in the expanded Senior Information and Referral Center. This position will be funded from the General Fund. PUBLIC WORKS DEPARTMENT Senior Heavy Equipment Mechanic - The Equipment Maintenance Shop is presently maintaining a fleet of 318 vehicles and pieces of equipment, including 12 added in 1987-88 and 13 added in the current fiscal year, 1988=89. As the.fleet has grown, so has the need to maintain a realistic and cost-effective balance between the number of mechanics and pieces of equipment that each services. A Heavy Equipment Mechanic position was added to the work force in 1986-87. An Equipment Service Worker position was added in 1987-88. However, with the expansion of the fleet, the need to manage the parts inventory and supply has increased to the point that this function now requires the full attention and efforts of the employee hired last year to perform - M 15 - CITY OF LODI ' Equipment Service Worker duties. This is the reason for the reclassification of an.Equipment Service Worker position to Parts Coordinator. This past fiscal year ' the need for additional supervision became quite apparent. Mechanics work a four-day, 10 -hour plan to maximize the Equipment Shop facilities, but the Equipment Maintenance Supervisor's is 7:00 five-day schedule a a.m.-3:30 p.m. week. The Senior Heavy Equipment Mechanic position will bridge this work schedule gap. This position's time will be 75% mechanic work and 25% supervision and ' administration. The work schedule will be a five-day week, 9:00 a.m. to 5:30 p.m. Supervision of staff and partial responsibility for the Fleet Management System input and organization will add consistent direction the Shop now lacks. Assigning of work orders will be betterorganized and more evenly distributed. Employees will know where to seek help in the absence of the Equipment Supervisor, while Mechanics and Service Workers will be freed from administrative responsibilities and decisions they are now shouldering. The bulk of the funding for this position is from the General Fund (74%), with the balance spread among the three enterprise funds, Water, Sewer and Electric. Assistant Water/Wastewater Superintendent - This position will assist the Water/ Wastewater Superintendent in the supervision and coordination of all field operations in the Water/Wastewater Division. This position will also direct the three Water/Wastewater Supervisors in improving and expanding existing programs and developing new programs mandated by State and Federal laws and dictated by customer needs. The individual in this new position will also supervise the current part-time (seven months full-time, four months half-time) Water Conservation Officer and the two proposed Water Conservation Officers (five months full time). The following are' areas needing additional expansion and development: . Assist with technical reports and studies and evaluation of water and/or wastewater deficiencies and needs. . Expand existing employee safety and training programs. Y - M 16 - CITY OF LODI Compile data and assist in development and implementation of goals, objectives, policies and priorities within the division. Assist in the development of the division's annual report and budget.. Perform cost analysis to maximize efficiencies and minimize expenses of operation and maintenance programs. Ass' ist in handling the more difficult citizens complaints and evaluation of claims against the water and wastewater utilities. Assist the superintendent and the Engineering Divislion with the development of a priority list of water and wastewater Capital Improvement Programs needs. Assist in the responsibility for providing safe drinking water to the citizens of Lodi and meet with State and County officials regarding water and impacts of present groundwater contamination. Assist in the preparation of billings and estimates for repair and construction work performed by the division. The need in this area is particularly critical. Citizen demands for information in the area of governmental regulations relating to environmental contamination such as leaking underground tanks, DBCP, lead, cross connection control, and industrial pretreatment continue to escalate. This has brought about a need to review numerous regulations and other documents relating to these problems and be in a position to act upon or intelligently discuss and inform the public and health officials of the measures to be taken by the City of Lodi. This position will be funded by the Water and Sewer utility funds. - M 17 - CITY OF LODI ' - f h W Slough Water Wastewater Plant Operator II This position is or the White S oug Pollution Control Plant Facility to be staffed , in April, 1990. This schedule will enable the person appointed here to become familiar with the plant operation as the final construction on the plant expansion is being , completed. After the expanded plant is operational, the need for additional staff will be evaluated. This position will be necessary initially to cover the proposed changes in the sludge regulations and the addition of the co-generation facility. Funding will be from the Sewer Fund. Water/Wastewater Inspector - This position, while approved, it is not funded because it will not be filled during this budget year. As presented earlier herein, in order for this position to be filled as of the requested date, the recruitment and appointment must take place during this fiscal year. The current staff of four positions in the laboratory at the White Slough Water Pollution Control Facility should be adequate until the summer of 1990, at which time this second Inspector position will be justified. In June, 1988, the City's industrial pretreatment program underwent an audit by the Environmental Protection Agency (EPA) and the California Regional Water Quality Control Board (CRWQCB). The audit findings (received in February., 1989) identified a number of lack inadequacies in the City's present program, attributable primarily to of staff time. This is due in large part to the numerous regulations promulgated by State and Federal agencies since the City's initial wastewater treatment program was established several years ago. The 'Environmental Protection Agency (Federal) and the California Regional Water Quality Control Board (State) and audit findings listed as one of the required actions that the City "must increase the staff time allowed to properly implement the pretreatment program." This position helps to address that need. Funding for this position next year will be from the Water and Sewer utility funds. - M 18 - CITY OF LODI p a Administrative Clerk II - This full-time position will replace art -time p P position now being utilized to the extent of an average of 33 hours per week. At the present time, a number of necessary clerical tasks are being deferred, including: Upgrading of the filing system to adequately handle the increased volume of records. Development of the Municipal Service Center office procedures manual. Adequate training and cross -training in operation of computer programs and word processing. I Development of standard forms for intra -division use. Purging of outdated files and forms. In April 1990 an additional computer will be installed at the Municipal Service Center to inventory the domestic and industrial wastewater maintenance program. The list of necessary tasks deferred, existing duties performed, and thei additional timethe new computer program will require, prompts the recommendation of this new position. It is significant that this additional position will eliminate almost an equal amount of part' -time hours. Funding for this position is from the General Fund (50%), Water Fund (25%) and Sewer Fund - M 19 - CITY OF LODI PARKS AND RECREATION DEPARTMENT Park Ranger - This new position is part of a proposed reorganization of the Parks Ranger division of this department. Related is the reclassification of the .existing Park Ranger position to Senior Park Ranger. The net effect of this new position will place two full-time Park Ranger K-9 units on duty at the same time during the busiest times of the year at Lodi Lake and in the various other City parks. At present, the incumbent in the one full-time Park Ranger position has responsibility for seasonal rangers, gate attendants and boat rental attendants. Additional responsibilities ipclude ensuring that facility rental areas are occupied by the groups that have rented these facilities. From time to time there are disputes to be resolved in this regard. This individual also works with the Nature Area docents, providing information on that facility. The activities have become too numerous for one position to cover. In addition to Lodi Lake Park, it is important that a Park Ranger visit the other parks in the system, many of which get heavy use. We are experiencing now in these other parks some of the same kinds of problems we previously had to deal with at Lodi Lake Park. Vandalism is high in some of our parks. Unauthorized groups move in and utilize picnic areas that have been reserved by others in these parks, similar to that which is experienced at Lodi Lake Park. There is not now sufficient personnel to patrol Lodi Lake at the level required. Often there is just one Park Ranger on duty attempting to maintain order with several hundred park users at any one time. This position will be funded from the General Fund. -M20- 0 r_ r n 0 CITY OF LODI Parks Supervisor - This new position will bring a vastly improved organiza- tional structure to the Parks Division. It will be a second such position in this division and will provide for equal balance of workload. At the present time this division has one Park Supervisor position, and that individual is responsible for 20 full-time positions and another 12 part-time positions working in far-flung locations from Lodi Lake Park to Beckman Park and numerous other park locations throughout the City. One person cannot effectively do this. The reorganization will provide for the following: Park Supervisor A Building and Facility Maintenance Lodi Lake Park Maintenance Hutchins Street Square Mechanic Mowing Crew Special Projects Park Supervisor B Sports Facility Maintenance Grounds Maintenance Week -end Crews This position would be filled via a promotional examination, and the resulting vacant position will be eliminated. That position would then be replaced by the addition to this budget of 3,000 part-time hours, thus providing the Parks Superintendent with much greater flexibility in work scheduling.. Obviously, the need for park maintenance' personnel is much greater in the spring,' summer and fall months than during the winter. This position will be funded from the General Fund. - M 21 - CITY OF LODI FINANCE DEPARTMENT Account Clerk - This position will assist in responding to the multiple (Accounting) increases in accounting activities. This will be the first full-time position added to this section in the last 10 years. However, it is important to note that a considerable amount of part-time hours are utilized here. At the present time the part-time hours approximate 75% of a full-time position. With the addition of this position, the need for these part-time hours will be virtually eliminated. The obvious drawback of using part-time personnel is the high turnover and training losses. These employees gain experience and training at the City's expense. Once adequate training is received, these employees understandably leave the City for full-time employment. The level of activity in this function has increased significantly. Since 1981 the number of Accounts Payable -Claims processed per year has increased by over 60%. The number of payroll checks issued annually since that year is up by 23%. In just the last five years the number of journal entries in general accounting is up by 30%. This position will be primarily funded from the General Fund (58%) and the Electric Utility Fund (36%). The Water Fund will contribute 4%; the Sewer Fund 2%. Account Clerk - This position is an addition to the Collection section, and (Collections) as with the other Account Clerk position, represents the first personnel addition to this section in the last 10 years. As with the other Account Clerk position, a considerable number of part-time hours are utilized here also. At the present time the part-time hours likewise approximate 75% of a full -:time position. With the addition of this position, the need for these part-time hours will also be virtually eliminated. In addition to the part-time :help, this section has been forced to utilize some hours of the Parking Enforcement Assistants and 70% of the Telephone Operator's time. The increased workload is primarily the result of population and customer growth; additional State reporting and compliance requirements on certain revenue items; and new services the City now provides. During the past 10 years, the population of the City has increased by approximately 50%, and the number of -M 22 - 17 r r C! CITY OF LODI customers by 43%. The number of staff hours devoted to this function have increased during the same time frame by about 34% (part-time hours and the Telephone Operator's assignment here). Utility deposits are now being required for all "seal -for -non-payment" utility customers. In the last six months, the number of these deposits has risen from 95 to over 400. While the program is very cost-effective, increased labor costs are incurred in receipting, tracking and applying these deposits. The program more than pays for itself. Although utility operating revenues increased 92% in the last eight years, bad debt expense went up just 8.7%. The ratio of bad debts to utility revenue has dropped from 0.53% to 0.30%, an excellent figure that has resulted in an annual savings of $70,000. The other two areas contributing to the increased workload are increased State reporting requirements on the City's business license system, and the ever-increasing sale of Dial -A -Ride tickets now totaling approximately 30,000 annually. This position will be funded primarily from the Electric Utility Fund (60%) and the General Fund (30%). Lesser contributions come from the Water Fund (6%) and Sewer Fund (0). Data Processing Programmer II - This position will assist in addressing the critical needs in this department's Data Processing division. The first goal to be attained is to bring the Personnel system "on line," that is to get it installed and fully functional. This system needs to be integrated with the Payroll system to be efficient. The project will involve performing a minimum amount of work on the Payroll system in order to meet the needs of the Personnel system as soon as possible. An experienced individual is needed in this position, one who can work on projects with limited supervision. This person must: . be able to analyze and complete projects independently . implement solutions to application problems which conform to L� system -wide and City-wide standards become productive with a minimum -of training -M23- CITY Of LODI be able to interview requestors and develop systems, estimate completion dates, define programming tasks and perform those tasks. While the ability to function effectively has improved since the addition of a Data Processing Programmer I in 1987, this division still struggles to make progress. There remains a tremendous backlog of work in bringing all systems up to date. Some of this backlog reaches back several years. Until this backlog is reduced, progress will be difficult at best. This position will be funded primarily from the Electric Utility Fund (54%) and the General Fund (36%), with lesser contributions from the Water Fund (6%) and the Sewer Fund (4%). POLICE DEPARTMENT Administrative Clerk II - This position represents merely the conversion of two one -half-time positions in the Records section to one full-time position. The Police Department has been staffing this function with part-time help for over two years. For reasons of stability and a constant level of performance, it is in the best interests of the City that this position be staffed by a full-time, permanent employee. This position will be funded from the General Fund. Police Officer - This position will result in an addition to the department's Narcotics Unit. The addition of one Police Officer position to this unit last year, while certainly of value, still leaves the department one position short in effectively dealing with the narcotics problem. During 1988, the department was able to effect a 20% increase in the number of narcotics use arrests, and a 44% increase in arrests for the sale of narcotics. In addition to these numbers, an increase in the quality of arrests is being realized, moving up one level from the street' dealer on several occasions. The nature of this work requires that a minimum of two officers work together. The addition of this position will provide the department with two teams of narcotics officers. The department currently receives approximately 40 calls per week regarding narcotics activity.. With the addition of this position, the department will be in a stronger position to pursue these calls. This is a General Fund position. MKI= c 11 1], L CITY OF LODI ELECTRIC UTILITY DEPARTMENT Electric Apparatus Repair Worker - As a result of the increasing state-of-the- art of electric apparatus and special maintenance tools, this department has amassed a large number of costly special- purpose tools and equipment. Significant costs in unproductive manpower and foreshortened tool life is due to the department not establishing control over special tools and equipment. Such tools need constant care and maintenance to be operable when needed, as well as to remain serviceable for extended periods. Additionally, operation and maintenance of the electric system requires damaged or failed equipment to be removed from service. Much of this equipment could, upon examination and analysis, be repaired and returned to service. Much potentially valuable equipment .is not being repaired or salvaged, because no one is available to devote attention to the repair of transformers, switches, capacitors and other like equipment. This position will report directly to the Electric Utility Superintendent. Some of the areas of responsibility will be: Custody of the tool room, including such tasks as issue tools, verify proper operation of tools upon return from th.e field, perform routine maintenance and repairs as necessary and maintain inventory. Obtain 'price quotes and purchase new and/or replacement tools. Perform periodic inspection, testing, maintenance and repairs on hydraulic tools, load -break tools, insulating blankets and gloves. . Inventory truck tool stock a minimum of three times per year. Maintain all hot -stick tools and perform repairs as necessary. Maintain appropriate library of tool catalogs, operation and maintenance procedures and warranty information. - 25 - CITY OF LODI . Control and dispose of material held for review by insurance adjuster until claims are settled. . Perform transformer and other line equipment testing, maintenance and repair when such equipment is returned to the yard. This position will also relieve the employees in the Technician/Electrician Division as well as the Electric Utility Superintendent from some of these duties, thereby improving their efficiency and capability to respond to their specific job functions. This position will be funded from the Electric Utility Fund. Electrical'Technician - This position will provide continuous and reliable electrical equipment maintenance at the White Slough Water Pollution Control Facility. In the past, the City contracted with private firms for instrumenta- tion repair and maintenance service. This proved unsatisfactory as response time to critical needs and emergencies was sometimes slow. The electrical repair work is currently provided by the City's Electric Utility Department. Electrical repairs in emergencies have always been done in a timely manner. However, the Electric Utility Department, due to other commitments and priorities, has not been able to provide preventive maintenance to the White Slough facility. This lack of a preventive maintenance is, in part, responsible for a substantial portion of the $1,000,000 of electrical work required as part of the plant expansion. Presently,the Electric'Utilit Department has a staff of two Y P Electricians, one Electrical Technician and one Senior Electrical Technician (Supervisor). The Public Works Department is allocated 1.3 electrician man-years for maintenance and repair plus additional time for capital work. This maintenance and repair includes work on water wells and related water system equipment, wastewater and storm pumping stations, traffic signals, cathodic protection systems, electrical equipment on City buildings, together with repair work at White Slough. -M26- CITY OF LODI = This position will result in an Electrical Technician being assigned to White Slough on a full-time basis. The Electric Utility Department concurs that there is a full man-year of electrical work to be performed annually at the expanded plant if an appropriate preventive maintenance program is to be implemented. This position would enable the Electric Utility Department to reorganize its Electrical System Division to provide two Technicians specialized in substation, SCADA, and general electric utility functions and two Electricians specialized in the Public Works area. Both groups would be supervised by the Senior Electrical Technician. In addition, the Technicians would be cross -trained to provide emergency back-up assistance on Public Works facilities. With the completion of the upcoming plant expansion, the City will have a nearly $30,000,000 investment that must not be neglected. It is essential that an effective preventive maintenance program be established. This position will be funded from the Sewer Fund. 200 Series - Utility, Communications and Transportation The increases for postage, gas, refuse and minimal. The major increase in the entire budget is the purchased power. The estimate for 1988-89 was $18,060,000. $22,000,000, an additional cost of $3,940,000, representing increase. other utilities is increased cost of This year it is 59% of the budget 300 Series - Supplies, Materials and Services The cost for goods and services for general operations is budgeted at $3,213,940. This is $627,620 more than last year's budget of $2,586,320. -M27- CITY OF LODI The most significant increases in this series are the additional increased training in the Police and Fire departments; software packages and training in Community Development, Public Works and Finance Department; increased costs of equipment repair, parts and gasoline; required water analysis tests; lease purchase payments on a street sweeper; standby generator; a new computer; reroof Fire Station 2; enhance the smoke detection devices in the jail; janitorial contract for the Carnegie Forum, supplies for Camp Hutchins program and the cost of instructors for "for fee" recreation classes; and a general overall increase in the cost of goods and services. The costs of certain services funded in the 500 Series have been transferred to the 300 Series. In addition, the cost of facility rental for the County Co -Op Probation program and recreation facilities is included in this budget. Some additional dollars have been added to the budget for minor capital projects in various parks. Included in this series of expenditures is the purchase and training of a police dog for the new Park Ranger position. 400 Series - Depreciation Depreciation expenses this year increased $58,190, from $730,085 to $788,275. Last year the City Council approved $404,995 in new equipment which is now on a depreciation schedule. Of the $788,275 budgeted here, $316,875 will be transferred to the Wastewater Capital Fund for Debt Retirement and replacement of major equipment items at the wastewater treatment facility; $471,400 will be placed in the Equipment Replacement Fund or appropriate capital funds. 500 Series - Equipment, Land and Structures The 500 Series contains equipment and construction contracts needed for ongoing operations. The total cost for this series is $358,870, an increase of $48,950 from last year's budget. Most of that increase is the result' of anticipated repair work in the Electric Utility and minor capital improvements in the Parks Department. r i� r_. u r� 0 El r�Tv nc I nn. 600 Series - Special Payments The 600 Series covers debt service, refuse collection payments, taxes, and other special payments. The costs of this series is $4,934,670, an increase of $567,525 from last year's budget. This increase is due to increased interest payment in the Sewer Fund for retirement of the Certificates of Participation issued for the White Slough plant expansion. The Contingent Fund has been reduced by $200,000. Major items in this series are: . Tax (Department energy surcharge) $ 67,200 . Refuse Disposal $3,326,000 Debt Service: General Obligation $ 174,465 Sewer (interest only) $ 746,795 Special Payments: Chamber of Commerce $ 12,000 Annual Audit $ 21,500 Woodbridge Irrigation District $ 5,940 Employee Dinner and. Awards Program $ 11,000 N C P A $ 72,500 Mobile Home Park Distribution $ 41,000 Contingent Fund $ 300,000 Developers Refunds $ 160,000 Fireworks $ 8,000 Other Budgets In addition to the Operating Budget, there are five additional budgets which are necessary for the overall operation of the City. These budgets are not shown as part of the Operating Budget as funding is included in other budgets, or funded from special funds. These budgets are Public Liability and Property Damage (PL & PD) Fund, Workers' Compensation Fund, Equipment Budget, Dental Insurance and Long -Term Disability Funds and Medical Insurance Self Insurance Fund. - M 29 - C CITY OF LODI The insurance budgets are based on best estimates of expenses based on past experience. The detail of the expenditures for the insurance budgets is shown on page 68 and 69; the detail for the Utility Outlay Budget is shown on page 63; and the Equipment Budget on pages 51-55. OPERATING FUNDS The Operating Budget is comprised of the following funds: . General . Electric . Water . Sewer . Library . Community Center Each of these funds has its own revenue and expenditure plan. 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 1988-89 and the previous year, the following table lists the cost of bulk power separately. Fund 1988-89 1989-90 Difference Change General $18,260,685 $19,529,325 +$1,268,640 + 6.9 Electric 2,427,870 2,682,690 + 254,820 + 10.5 Sewer 1,449,500 2,322,875 + 873,375 + 60.3 Water 765,765 895,740 + 129,975 + 17.0 Library 730,310 805,130 + 74,820 + 10.2 Community Center 167,715 268,920 + 101,205 + 60.3 Subtotal $23,801,845 $26,504,680 +$2,702,835 + 11.4 Bulk Power $18,060,000 $22,000,000 +$3,940,000 + 21.8 TOTAL OPERATING FUNDS $41,861,845 $48,504,680 +$6,642,835 + 15.9 -M30- CITY OF LODI 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 $15,947,515 an increase of $1,025,655 from last year's estimate of $14,921,860. In addition, $593,930 of Gas Tax and Transportation Development Act (TDA) funds are available for street maintenance purposes; $70,940 from the Housing and Urban Development Grant to fund a Planner and a Building Inspector (Housing). General Fund revenues are not sufficient to. fund the Operating Budget. This is not a new situation, but a reiteration of a fact which underscores the importance of the Utility funds. Therefore, this budget provides for the transfer to the General Fund of $1,704,730 from the Electric Fund; $511,280 from the Water Fund; $59,615 from the Sewer Fund and $145,000 from the Hotel/Motel Fund. With contributions from these sources, we will be able to fund this year's budget, make necessary transfers to other funds, and set aside funds in the Capital and Operating Reserves. Also, we have abated to all departments the cost of the equipment repair facility and its overhead. Rather than those costs being included in the Public Works budget they will now be shown in all the operating division budgets. The overall increased costs of equipment maintenance is $163,765, plus the cost of the garage and overhead of $120,205. The increased costs are due to the addition of a Senior Heavy Equipment Mechanic, salary and benefit increases, an increase in the cost of purchased goods and services and increased depreciation. - M 31 - CITY OF LODI EXPENDITURE SUMMARY General Fund Series 1988-89 1989-90 Difference 100 - Personnel Services $11,479,485 $12,593,065 +$1,113,580 200 - Utilities & Transportation 606,095 645,325 + 39,230 300 - Supplies & Services 1,651,615 1,873,010 + 221,395 400 - Depreciation 366,350. 408,325 + 41,975 500 - Equipment & Structures 165,320 175,955 + 10,635 600 - Special Payments 3,991,820 3,833,645 - 158,175 TOTAL $18,260,685 $19,529,325 +$1,268,640 Change +. 9.7 + 6.5 + 13.4 + 11.5 + 6.4 - 4.0 + 6.9 A department -by -department analysis of program changes and/or significant cost increases follows: Cit�v Council -City Clerk Additional funds have been included in these budgets to cover the cost of health insurance now provided Council members and for additional costs of meetings, seminars, and miscellaneous training sessions. Contingencies - The Contingent Fund is $300,000. With a General Fund budget of Ila over $19,000,000, a $300,000 appropriated contingency is not excessive. This is less than a 2% factor. -M32- CITY OF LODI General Charges Increases are projected for the cost of retirees' medical insurance. Property insurance payments are now included in the P UPD Self -Insured Fund. Included in this set of accounts is the surcharge on refuse fees collected to reimburse Sanitary City for additional fees charged for dumping. The amount shown as expenditures is identical to the fees we anticipate collecting. All of the funds for donations to cultural organizations have been moved to the Community Center Fund to be administered by the Arts Commission. Debt Service This amount ($174,465) is the cost of Debt Service and principal payments for the General Obligation bonds sold for the storm drain system and Public Safety Building. City Attorney This budget is virtually the same as last year with the exception of salary and benefit increases. City Manager This budget is $74,445' more than last year. Included is additional salary for a Personnel Analyst added mid -year and the cost of salary increases and benefit costs. Community Development This budget is essentially the same as last year in terms of program. Included in this budget is computer software and training for a plan check and permit program. -M33- CITY OF LODI Finance The Finance Department budget is $227,575 more than last year. The primary reason for this increase is the addition of two Account Clerks and a Data Processing Programmer. Salary increases, additional benefit costs, computer programs and additional cost of auto maintenance contribute to the .increase. Also included in this budget is the initial lease payment on a new computer. Computer usage continues to increase throughout the City organization. Our present System 36 has been and continues to be a very good and reliable computer. However, there are several factors which suggest we take action now. 1. We will soon exceed the limit of 72 devices on the System 36. 2. IBM has introduced new technology and has withdrawn development support of the System 36. The new systems require considerably less programming time and management time. 3. The present system is reaching its capacity without adding more memory and disk storage space. Word processing alone has increased disk space consumption by 70% since July, 1987. It is our recommendation that a new system be purchased at the same time as the City Hall expansion is completed. Our Data Processing Supervisor has recommended we purchase an IBM AS/400 P40 at a cost of approximately $120,000 to be purchased on a lease purchase arrangement. Police The Police budget is $4,861,895, an increase of $264,455 or 5.8% from last year's budget. There is little program change. -M34- C I� �1 0 0 L CITY OF LODI The increase is due in large measure to the addition of two new positions in the Police Department budget, step increases and negotiated salary increases for non -sworn personnel. Included in this budget is $15,290 in equipment purchases. This represents an increase of $2,655 from last year's budget for equipment costing less than $1,000 per item. A significant item of increase is the cost of equipment maintenance. Funds are also included for a number of one-time purchases of small items. Included is $1,500 for rent payments for space for the County Co -Op Probation program for the co-op program. Fire The Fire Department budget is $2,596,260, a 9.6% increase over last year. This increase is related to personnel costs, physical exams for the Physical Fitness Program .and replacement parts for safety equipment. Pubil i c Works The Public Works budget has been increased 7.5%. The major increases are due to increased usage of electricity for City buildings, traffic control and street lights. The addition of the Carnegie Forum, maintenance, remodeling and additions of public buildings, and increased maintenance cost of vehicles accounts for the majority of the increase. There is little or no change in programs associated with this budget. Equipment maintenance costs are higher due to adding a Senior Heavy Equipment Mechanic, additional funds being needed for parts and supplies and added depreciation costs. -M35- I W I r yr wui Recreation The budget for Recreation includes a significant departure from previous budgets. Included for the first time are all of the expenses for special "far fee" classes. This accounts for an additional $48,575. These programs were previously administered separate from the budget process. This expenditure will be more than off -set by estimated revenue in this category of $51,500. We have included Camp Hutchins as an operating entity. . It has been established as a special fund so we will have a more accurate means of determining revenues and costs. The inclusion of this program adds $120,710 to the budget. As the Boosters of Boys and Girls Sports has assumed more of the cost of equipment for youth programs, we have reduced expenditure levels. Also, there is no funding for the operation of the Lodi High swimming pool. This budget also reduces the appropriation for the Tokay High swimming pool rental by $20,000. If there is the opportunity to realize increased use of the pools, there will be the need to increase appropriations. Added to the budget are funds for the rental of the building adjacent to the Parks and Recreation Department office and funds for utilities. Parks The major increases in the Parks Division budget are in the area of personnel and funds for minor capital projects. A number of adjustments in personnel have been made. An explanation of these adjustments has previously been noted. The overall increase in the Parks budget is $144,955, of which $96,430 is related to personnel costs. Included is the purchase of $16,885 of power tools and lawn mowers costing under $1,000. Also included is $46,500 for a number of minor capital improvement projects. -M 36 - / 11 LJ Ll � I 'ITYOF LODI SUMMARY The General Fund budget would fund the addition of six positions to the staff. Salary increases for most employees have been included in this budget as well as additional costs of employee benefits. The other significant item impacting the General Fund is the increased costs of equipment maintenance, Carnegie Forum operation, and work in the Public Safety Building. This budget provides for reduced personnel cost appropriations of $119,700 in anticipated salary savings. Electric Fund energy. Series Electric Fund revenues are generated by charges for electric A summary of the Electric Fund is shown in Schedule C. 100 - Personnel Services 200 - Utility & 350,465 Transportation 300 - Supplies & Services 400 - Depreciation 500 - Equipment "& Structures 600 - Special Payments 1988-89 1989-90 Difference Change $1,561,190 $1,491,870 -$ 69,320 - 4.4 23,575 31,400 + 7,825 + 33.2 350,465 587,230 + 236,765 + 67.6 28,740 49,525 + 20,785 + 72.3 142,600 179,465 + 36,865 + 25.9 321,300 343,200 + 21,900 + 6.8 Subtotal $2,427,870 PURCHASED POWER $18,060,000 TOTAL $20,487,870 $2,682,690 +$ 254,820 + 10.5 $22,000,000 +$3,940,000 + 21.8 $24,682,690 +$4,194,820 + 20.5 This budget is $4,194,820 more than last year. However, $3,940,000 is additional power costs. The remaining $254,820 represents an 10.5% increase over last year's budget. -M37- CITY OF LODI - Two items merit elaboration. The cost of electricity is projected to increase by $3,940,000, yet the income from sale of electricity has moved from $24,641,000 to $26,500,000, an increase of just $1,859,000. The increase in revenue is due primarily to a projected increase of approximately 12% to residential customers in November, 1989. The reason for the increased cost of power is in large measure to the reduction of steam pressures in the Geyser's which has forced NCPA to purchase power from other sources at a greater cost. Net sales in the 1988-89 budget were projected to be $6,581,000 and in 1989-90 to be $4,500,000, a reduction in net sales of $2,081,000. In November of 1988 a new set of electric rates were introduced which encouraged major industrial users to manage their load demands. As a part of this package of rates there are -different rates for winter and summer months. The revenue stream since November has been on a decline from previous years. As yet we do not have a full year's experience behind us so we are not truly comfortable with our projections of revenue for the 1989-90 fiscal year. It is recommended that the City's enterprise funds (Water and Sewer) pay the same rate for electricity as the City's customers. In order to allow department heads with responsibility for enterprise funds to take load management actions, it is recommended that the new industrial rates not be applied to the enterprise funds until July 1, 1990. There has been a shift of hours in this budget from maintenance to capital projects. There is a reduction in appropriations for personnel costs of $25,000 to account for anticipated salary savings. This, however, has not reduced the need for additional parts and equipment. These costs are increasing more rapidly than the rate of inflation. CITY OF LODI The benefits of the City's municipally - y mu icipa ly 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 transfer to the General Fund $1,124,055 for services performed by General Fund activities. A $1,704,730 transfer to the General Fund and $35,050 to the Public Liability & Property Damage Fund are also budgeted. This budget does not provide for any transfer to the Utility Outlay Reserve. Sewer Fund 1 � M39- �� CITY OF LOD1 iJ Sewer Fund revenues are generated by sewer charges and connection fees, property tax override for bond redemption, interest on funds and other miscellaneous revenues. Total revenues for fiscal 1989-90 is estimated at $3,025,015, which is $397,230 under last year's total of $3,422,245. This decrease is due to the fact we projected $1,087,435 in connection fees in 1988-89 and are only projecting $300,000 for this year. Property tax revenue is less than the previous year as the Series C sewer bonds were retired in 1988-89. By the same token the expenditures for interest repayment is also decreased. A portion of this loss is offset by: . sewer service fee increases to be implemented in October, 1988 and another increase to be effective October, 1989 . growth in customers . $39,000 additional revenue from rent of new acreage at White Slough The Sewer Fund will be charged $124,700 to fund services provided by the General Fund, as well as transfers of $17,525 to the PL & PD Fund, $500,300 to the Wastewater Capital Fund, and $59,615 to the General Fund. The Operating Budget is $873,375 more than last year. Interest payments on the Certificates of Participation sold last year account for $700,920 of this increase. Salary and fringe benefits are increased due to negotiated salaries, a position added mid -year (Plant and Equipment Mechanic) and additional staff for 1989-90. Anticipated salary savings of $58,145 have been projected as a result of normal delays in filling positions. -M40- iJ CITY OF LODI Water Fund A summary of the Water Fund is shown in Schedule E. r ' Water Fund revenues are generated by sales, connection fees, interest and miscellaneous revenues. The revenues for 1988-89 are estimated to be $2,573,025, an increase of $875,125 from the 1987-88 estimate of $1,697,900. The major reason for this increase is an increase in water rates. The Water Fund will be charged $143,440 to fund services provided o by the General Fund. Transfers from the Water Fund will be made to the General Fund, $511,280; Water Capital, $1,014,530; PL & PD Fund, $8,035. The funds to be transferred to Water Capital will be included in the Capital Improvement budget. Anticipated salary savings in this portion of the budget total $10,235. - M 41 - Library Fund CITY OF LORI A summary of the Library Fund is shown in Schedule F. The major source of revenue from the Library operation is the result of an allocation of property taxes and revenues from other agencies. This year the property tax allocation will be $676,645; California Library Services Act, $33,000; the Public Library Foundation, $39,750. The Library should end the year in a position to transfer $21,990 to the Library Operating Reserve and $12,415 to the PL & PD Fund. -M42- Series 1988-89 1989-90 Difference Change 100 - Personnel Services $4859820 $546,520 +$ 60,700 + 12.5 200 — Utilities & Transportation 47,590 47,880 + 290 + .6 300 - Supplies & Services 186,900 202,950 + 16,050 + 8.6 500 - Equipment &'Structures 2,000 -0- - 2,000 - 100.0 600 - Special Payments 8,000 7,780 - 220 - 2.8 TOTAL .$730,310 $805,130 + $ 74,820 + 10.2 The major source of revenue from the Library operation is the result of an allocation of property taxes and revenues from other agencies. This year the property tax allocation will be $676,645; California Library Services Act, $33,000; the Public Library Foundation, $39,750. The Library should end the year in a position to transfer $21,990 to the Library Operating Reserve and $12,415 to the PL & PD Fund. -M42- :ITY OF LODI Community Center Fund A summary of this budget is shown in Schedule G. 0 Series 1988-89 1989-90 Difference Change 100 - Personnel Services $ 98,205 $169,405 +$ 71,200 + 72.5 200 - Utilities & _.Transportation 22,080 33,590 + 11,510 + 52.1 300 - Supplies & Services 47,430 62,475 + 15,045 + 9.8 500 - Equipment & Structures -0- 3,450 + 3,450 +100.0 TOTAL $167,715 $268,920 + $101,205 + 60.3 Hutchins Street Square, funded from the Community Center Fund, is becoming the hub for more activities. As programs at this facility increase we can anticipate additional growth in this budget. The Senior Complex will be completed this year. We have added a Senior Coordinator and 3,000 part-time hours to staff this facility. We have alsoincluded additional costs for operations. All costs of donations to other organizations have been transferred to this budget from the General Fund. Included in this amount is. $8,000 for the Lodi Symphony Orchestra. The only operational revenue generated here is rental income. It is expected this will total $10,000, leaving a shortfall of' $258,920 to be funded by.a transfer from the General Fund. -M43- "1 T V A C 1 1111 / V11 1 v1 tVVI BUDGET SUMMARY In summary, this budget recognizes deficiencies in the City's operation and attempts to address those issues. This financial plan for 1989-90 has as its main thrust the maintenance of resources to insure that the citizens of this City will continue to receive the high levels of service they deserve. This manifests itself in the addition of a number of new positions in the organization discussed earlier in this message which should meet many of the City's needs in the immediate future. The 1989-90 Operating Budget provides for !the maintenance of existing levels of services. 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 Robert H. Holm and Assistant City Manager Jerry L. Glenn for their major contributions to this effort. Respectfully submitted, Thomas A. Peterson City Manager TAP/JLG:br \ -M44- CITY OF LODI OPERATING BUDGET 2 CITY OF L 0 D I CALIFORNIA CITY OF LODI OPERATING BUDGETS SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Property Taxes Sales Tax 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 CONTRIBUTIONS FROM OTHER FUNDS $4,320,725 5,050,000 403,080 812,370 1,494,590 2,019,245 3,943,200 136,000 2,433,300 2,429,105 26,500,000 845,580 $50,387,195 Hotel/Motel Fund $ 145,000 Rate Stabilization Fund 400,000 Total $ 545 000 TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personnel Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Equipment, Land & Structures .Special Payments Sub -Total Operating Expenses Bulk Power Purchase Total $15,838,225 1;370,700 3,213,940 788,275 358,870 4,934,670 $26,504,680 $2291000,000 48,504,680 CONTRIBUTIONS TO OTHER FUNDS AND RESERVES Equipment Fund $ 142,580 Capital Outlay Reserve 154,400 Water Capital 1,014,530 General Fund Operating Reserve 208,685 Wastewater Capital Fund 500,300 Library Reserve 21,990 PL & PD Insurance Fund 365,120 Camp Hutchins 19,910 Total TOTAL ESTIMATED REQUIREMENTS 01 -1- $2,427,515 SCHEDULE A $50,932,195 $50,932,195 CITY OF LODI GENERAL FUND SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES REVENUE Property Taxes $3,466,670 Sales Tax 5,050,000 Other Taxes 403,080 Licenses and Permits 313,870 Fines, Forfeits and Penalties 260,000 Revenue from Use of Money & Property 490,200 Revenue from Other Agencies 1,946,495 Charges for Current Services 3,943,200 Other Revenue 74,000 Total INTER -FUND TRANSFERS Refuse Surcharge Housing and Urban Development Transportation Development Act State Gas Tax Camp Hutchins Total $15,947,515 $ 60,000 70,940 149,555 444,375 120,710 $ 845,580 CONTRIBUTIONS FROM OTHER FUNDS AND RESERVES Hotel/Motel Fund $ 145,000 Water Utility Fund 511,280 Sewer Utility Fund 59,615 Electric Utility Fund 1,704,730 Total $ 2,420,625 TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personnel Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Equipment, Land & Structures Special.Payments Sub -Total Operating Expenses $12,593,065 645,325 1,873,010 408,325 175,955 3,833,645 $19,529,325 INTER -FUND TRANSFERS General Fund Charges to Enterprise Fund $[1,392,1951 Net Operating Expenses $18,D7,13O CONTRIBUTIONS TO OTHER FUNDS AND RESERVES Capital Outlay Reserve - $ 154,400 General Fund Operating Reserve 208,685 Community Center Fund 258,920 Public Liability Insurance Fund 292,095 Equipment Fund 142,580 Camp Hutchins 19,910 Total $1,076,590 TOTAL ESTIMATED REQUIREMENTS -2- SCHEDULE B 1' $19,213-,720 $19,213,720 :ITY OF LODI ELECTRIC UTILITY FUND SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Sale of Electricity $26,500,000 Total $26,500,000 OTHER INCOME Sale of System - Joint Pole $ 10,000 Sale of Property - Salvage 2,000 Pole Rental (CATV) 11,000 Interest Income 581,525 Electric Miscellaneous 40,000 Revenue NOC 2,000 Total $ 646,525 CONTRIBUTIONS FROM OTHER.FUNDS AND RESERVES Rate Stabilization Fund $ 400,000 TOTAL ESTIMATED,FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personnel Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Equipment, Land & Structures 'Special Payments Sub -Total Operating Expenses Bulk Power Purchase Total INTER -FUND TRANSFERS General Fund Charges $1,491,870 31,400 587,230 49,525 179,465 343,200 $ 2,682,690 $22,000,000 24,682,690 $1,124,055 T t l $1 124 055 II®r V > CONTRIBUTIONS TO OTHER FUNDS AND RESERVES General Fund $1,7049730 PL & PD Insurance Fund35,050 Total $197399780 TOTAL ESTIMATED REQUIREMENTS -3- SCHEDULE C $27.546; .'r) 2 q $27,546,525 :ITY OF LODI SEWER UTILITY FUND SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Sewer Service Charges $2,129,105 Sewer Connection Fees 300,000 Total $2,429,105 TAXES Property (Bond Redemption) Total OTHER INCOME Interest Income Rental of City Property Sewer Reimbursement Fees Other Revenue $ 177,410 $ 177,410 $ 302,500 114,000 1,000 1,000 Total $ 418,500 TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personnel Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Special Payments Total BONDED DEBT SERVICE Special Payments Total PLANT DEPRECIATION Total INTER -FUND TRANSFERS $ 709,610 254,340 283,675 8,530 3,050 $1,259,205 $ 746,795 $ 746,795 $ 316,875 $ 316,875 General Fund Charges $ 124,700 Total $ 124,700 CONTRIBUTIONS TO OTHER FUNDS & RESERVES Wastewater Capital Outlay $ 500,300 General Fund 59,615 PL & PD Insurance Fund 17,525 Total $$ 5 TOTAL ESTIMATED REQUIREMENTS -4- 6142=4"l $3,025,015 $3.025.015 C17Y OF LODI WATER UTILITY FUND SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Water Sales $2,410,800 Water Connection Fees 22,500 Total $2,433,300 OTHER INCOME Rent of City Property $ 15,000 Interest Income 121,725 Revenue - NOC 3,000 Total $ 139,725 TOTAL ESTIMATED FINANCING RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Personnel Services Utilities & Transportation Materials & Supplies Depreciation of Equipment Special Payments Total INTER -FUND TRANSFERS General Fund Charges $ 327,755 358,165 204,600 5,020 $ 895,740 $ 143,440 Total- $ 143,440 CONTRIBUTIONS TO OTHER FUNDS & RESERVES General Fund $ 511,280 Water Capital 1,014,530 PL & PD Insurance Fund 8,035 Total $1,533,845 TOTAL ESTIMATED REQUIREMENTS -5- SCHEDULE E $2.573.025 $2.573.025 Iry nc i r1m LIBRARY FUND SCHEDULE F SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES OPERATING REVENUES Fines, Fees and Gifts $ 46,000 Total $ 46,000 NON-OPERATING REVENUES Investment Income $ 41,140 Donations 3,000 Total $ 44,140 TAXES Property Taxes $ 676,645 Total $ 676,645 REVENUE FROM OTHER AGENCIES California Library Services Act $ 33,000 Public Library Foundation. 39,750 Total $ 72,750 TOTAL ESTIMATED FINANCING RESOURCES $ 839,535 ESTIMATED REQUIREMENTS OPERATING EXPENSES Personnel Services $ 546,520 Utilities & Transportation 47,880 Materials & Supplies 202,950 Special Payments 7,780 Total $ 805,130 CONTRIBUTIONS TO RESERVES Library Reserve $ 21,990 PL & PD Fund 12,415 Total $ 34,405 TOTAL ESTIMATED REQUIREMENTS $ 839,535 -6- EMEE- CITY OF LODI COMMUNITY CENTER SCHEDULE G SUMMARY OF THE BUDGET 1989-90 ESTIMATED FINANCING RESOURCES OPERATING REVENUE Rent of Property $ 10,000 Total $ 10,000 CONTRIBUTIONS FROM OTHER FUNDS General Fund $ 258,920 Total $ 258,920 TOTAL ESTIMATED FINANCING RESOURCES !� ESTIMATED REQUIREMENTS i. OPERATING EXPENSE Personnel Services Utilities and Transportation Supplies and Materials Equipment,; Land & Structures i Total II� TOTAL ESTIMATED REQUIREMENTS 2 - 7 - $ 169,405 33,590 62,475 3,450 $ 268,920 $ 268,920 $ 268,920 CITY OF LODI GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1989-90 GENERAL FUND !, PROPERTY TAXES Current Year - Secured Bond Redemption OTHER TAXES 1987-88 1988-89 Actual Estimated Resources Resources SCHEDULE H 1989-90 Estimated Resources $2,698,972 $2,821,000 $3,292,205 175,969 175,450 174,465 Total 2,874,941 2,996,450 $3,4669670 Sales and Use Tax $4,264,252 $4,551,325 $5,050,000 Franchise - Gas 91,659 89,825 100,000 Franchise - Cable TV 72,308 78,105 101,665 Franchise - Electric -0- -0- 5,000 Business License Tax 88,869 94,725 93,965 Real Property Transfer - Documentary 84,787 100,960 102,450 Total $4,601,875 4,914, $5,453,080 LICENSES AND PERMITS. Animal Licenses $ 8;101 $ 8,675 $ 8,100 Bicycle Licenses 2,114 2,220 1,470 Building Permits 313,019 439,600 200,000 Electric Permits 34,000 44,200 38,000 Mechanical Permits (Gas) 23,602 339680 23,000 Plumbing Permits 27,556 38,700 25,300 Parking Lot Permits 18,306 19,000 18,000 Total $426,698 $586,075 313,870 FINES, FORFEITS & PENALTIES Vehicle Code Fines $212,973 $235,000 $203,000 Court Fines 21,068 20,000 179000 Overparking 349188 35,000 .40,000 Total 2689229 2909000 260,000 REVENUE FROM USE OF MONEY & PROPERTY Investment Earnings $417,707 $368,000 $447,700 Rent of City Property 59,631 45,500 42,500 Rent of Carnegie Building 900 900 -0- Total 478,238 4149400 4909200 -9- - - CITY OF LODI GENERAL BUDGET DETAIL OF FINANCING RESOURCES SCHEDULE H 1989-90 Total $2,998,287 $3,895,380 3,943,200 OTHER REVENUES 1987-88 1988-89 1989-90 Sales of Real & Personal Property Actual Estimated Estimated GENERAL FUND (continued) Resources Resources Resources REVENUE FROM OTHER AGENCIES State Disaster Assistance $ 30,934 $ -0- $ -0- State Motor Vehicle 178,883 70,000 74,000 in Lieu of Taxes 1,460,780 1,528,100 1,736,880 State Reimbursement P.O.S.T. 36,648 50,000 60,000 State Traffic Safety Grant (Motors) 70,717 -0- -0- State Traffic Safety Grant (Eng.) 41,023 -0- -0- State Cigarette Taxes 123,396 124,940 100,000 State-J.A.C. Fire Training 10,000 -0- State.Business Inventory Tax Subvention 38,924 19,460 -0- County-Recreation Allotment 18,115 18,11-5 8,415 LUSD-Recreation Allotment 4,000 4,000 4,000 DOJ Asset Forfeiture 6,447 -0- 24,700 State Reimbursement - Drug Suppression Grant 34,476 -0- 7,500 LUSD-Reimbursement Drug Suppression Grant -0- -0- 5,000 Total $1,865,460 $1,754,615 1,946,495 CHARGES FOR CURRENT SERVICES Plan Checking Fees $ 136,859 $100,000 $100,000 Planning Fees 3,350 3,750 4,200 Animal Shelter Fees 4,116 3,980 2,500 Engineering Fees 63,995 50,000 18,000 Refuse Collection 2,603,570 3,554,090 3,560,000 Concessions - Boats 15,680 17,000 14,000 Concessions - Other 9,359 11,060 15,000 Swimming 26,915 25,000 28,000 Photocopy Charges 10,478 10,000 12,000 Recreation - Miscellaneous 111,178 118,000 169,500 Lake Fees - Capital Improvements 12,787 2,500 20,000 Total $2,998,287 $3,895,380 3,943,200 OTHER REVENUES Sales of Real & Personal Property $ 20,908 $ 10,000 $ 4,000 Revenue NOC 137,595 60,000 70,000 Administrative Fee - School Impaction Fee 20,380 -0- -0- Total 178,883 70,000 74,000 - 10 - CITY OF LOD1. GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1989-90 GENERAL FUND (continued) INTERFUND TRANSFERS Criminal Justice Grant - C -CAP Criminal Justice Grant - DSP Community Crime Resistance Grant Housing and Urban Development Gas Tax Transportation Development Fund Refuse Surcharge Camp Hutchins Total SCHEDULE H 1987-88 1988-89 1989-90 Actual Estimated Estimated Resources Resources Resources $ 70,215 -0- 67,908 57,965 473,809 154 -0- -0- 670,051 CONTRIBUTIONS FROM OTHER FUNDS & RESERVES Electric Utility Fund $1,799,810 Water Utility Fund 400,000 Hotel/Motel Fund 100,000 General Fund Operating Reserve 295,023 Sewer Fund -0- Total $2,594,M Sub -Total General Fund LESS CONTRIBUTIONS TO OTHER FUNDS Capital Outlay Reserve General Fund Operating Reserve Community Center Fund Public Liability Insurance Fund Equipment Fund Workers' Compensation Fund Dental Insurance Fund Inventory Fund Work for Others Fund Camp Hutchins Total NET TOTAL GENERAL FUND J 7 $ 63,335 8,915 -0- 75,135 415,035 121,825 -0- -0- 684,245 $2,100,000 500,000 125,000 -0- -0- 2,725,000 $ -0- -0- -0- 70,940 444,375 149,555 60,000 120,710 845,580 $1,704,730 511,280 145,000 -0- 59,615 2,420,625 16,957,495 $18,331,105 19,213,720 $ 500,000 $ 500,000 $ 154,400 -0- 261,435 208,685 135,970 157,000 258,920 231,335 270,515 292,095 168,755 117,100 142,580 37,970 -0- -0- -0- 22,675 10- 130,000 -0- -0- 130,000 -0- -0- -0- -0- 19,910 1,334,030 $1,302,725 1,076,590 15,623,475 $17,028,380 $18,137,130 S CITY OF 1.001 GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1989-90 1987-88 191.-M Actual Ett rmwted Resources Rum wt ¢: ELECTRIC UTILITY FUND OPERATING REVENUE - ELECTRIC SALES EDOLE }H x.9399-90 Estimate Resewrrc!es Domestic - Residential $ 8,436,242 $ 8, x5,,3315, $�110)i„2�11� i Commercial - Small Industrial 4,348,951 4,5 :>„917,) 33„1170.,DW Dusk -to -Dawn 37,558 3613B) 339, Mobile Home Parks 132,044 9,410,; x:: T11 Intermediate Industrial - 6,289,122 6,05-a Ii$S3'! 4%) 000 Large Industrial 3,482,195 LOW 2Z,1i City Accounts 1,042,270 1 , tV/T,,.b3U9 11.,,21@2' Total 23,768,38224,64111,.;0:R�1 r�21, '0,0 NON-OPERATING Investment Income $714,224 $7,�1111,0) Saw',525 Rent of City Property (CATV) 18,791 ';21,.,OIIZ 1,M „ Sale of Real & Personal Property 4,139 T1,00 2,; Sale of System (Joint Pole) . 11,547 11)R,tI.OS) 0ptw Electric Miscellaneous 43,060 3355,020 4%) 000 Revenue NOC 11,761 LOW 2Z,1i Total 803,522 CONTRIBUTIONS FROM OTHER RESERVES Rate Stabilization Fund $ -0- $ -Il)- $ 4M0„WfO Sub -Total Electric Utility Fund $24,571,904 25,4'1171„2;0C : X77,,525 LESS CONTRIBUTIONS TO OTHER FUNDS Rate Stabilization Reserve General Fund Electric Utility Outlay Reserve PL & PD Insurance Fund Capital Outlay Reserve Total NET TOTAL ELECTRIC UTILITY FUND $ 280,000 $ -(i,� -0- 1,799,810 2,110„( 2.,704,730 2,420,000 1,M „ -0- 31,475 337,0 335,050 1,800,000 -&- -;0- 6,331,285 3,YM,,IC74 $2,739,780 18,240,619 $21,447,0W SM.806,745 - 12 - GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1989-90 SEWER UTILITY FUND CITY OF LODI 1987-88 Actual Resources SCHEDULE H 1988-89 1989-90 Estimated Estimated Resources Resources OPERATING $210,000 $302,500 77,922 Sewer Service Charge - Public $1,542,229 $1,762,170 $2,120,405 Sewer Service Charge - City 8,481 9,775 8,700 Sewer Connections (taps) 1,069,327 1,087,435 300,000 Total $2,620,037 $2,859,380 2,429,105 TAXES Property Taxes $275,234 $284,000 $177,410 Total 275,234 $284,000 177,410 NON-OPERATING Investment Earnings Rental of City Property Sewer Reimbursement Fees Revenue NOC Total Su.b-Total Sewer Utility Fund LESS CONTRIBUTIONS TO OTHER FUNDS Sewer Utility - Capital Outlay PL & PD Insurance Fund Sewer Operating Reserve Wastewater Capital Outlay General Fund Total NET TOTAL SEWER UTILITY FUND WATER UTILITY FUND OPERATING Water Sales - Public Water Sales - City Water Connection Taps $214,562 $210,000 $302,500 77,922 66,865 114,000 5,738 1,000 1,000 250 1,000 1,000 298,472 $278,865 418,500 3,193,743 $3,422,245 $3,025,015 $ -0- $ 346,260 $ -0- 15,195 13,525 17,525 200,000 -0- -0- 1,990,405 1,500,000 500,300 -0- -0- 59,615 $2,205,600 $1,859,785 577,440 988,143 $1,562,460 $2,447,575 $1,513,627 $1,572,185 $2,400,000 5,817 6,065 10,800 27,030 26,250 22,500 Total $1,546,474 1,604,500 2,433,300 - 13 - GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1989-90 WATER UTILITY FUND (continued) NON-OPERATING Investment Earnings Rent of City Property Revenue NOC Water Reimbursement Fees Sale of City Property Total SCHEDULE H 1987-88 1988-89 1989-90 Actual Estimated Estimated Resources Resources Resources $ 73,095 $ 75,400 $121,725 20,607 15,000 15,000 8,192 3,000 3,000 11,326 -0- -0- 307 -0- -0- 113,527 93,400 139,725 Sub -Total Water Utility Fund $1,660,001 $1,697,900 $2,573,025 LESS CONTRIBUTIONS TO OTHER FUNDS & RESERVES General Fund $400,000 $500,000 $ 511,280 Water Utility - Capital Outlay 200,000 299,435 1,014,530 Water Operating Reserve 142,200 -0- -0- PL & PD Insurance Fund 7,595 6,765 8,035 Total $749,795 $806,20U 1,533,845 NET TOTAL WATER UTILITY FUND $2,409,796 $891,700 $1,039,180 a LIBRARY FUND OPERATING Fines, Fees;& Gifts Total NON-OPERATING Investment Earnings Donations Total PROPERTY TAXES Total STATE GRANTS Library Services Act Public Library Foundation Business Inventory Tax Subvention Total Sub -Total Library Fund $ 48,068 $ 44,000 $ 46,000 $ 30,458 $ 26,000 $ 41,140 2,560 3,000 3,000 33,018 29,000 44,140 $586,847 $606,090 $676,645 $ 35,549 37,850 8,463 81,862 $ 33,000 39,740 4,230 76,9.70 $ 33,000 39,750 -0- 72,750 $749,795 $756,060 $839,535 - 14 - :ITY OF LODI GENERAL BUDGET DETAIL OF FINANCING RESOURCES 1989-90 LESS CONTRIBUTIONS TO OTHER FUNDS OR RESERVES Library Operating Reserve PL, PD Insurance Fund Total TOTAL LIBRARY FUND COMMUNITY CENTER OPERATING REVENUE 1987-88 Actual Resources 1988-89 Estimated Resources SCHEDULE H 1989-90 Estimated Resources $ -0- $ 15,605 $ 21,990 -0- 10,145 12,415 $-0-- 25,750 34,405 Total 8,150 749,795 $730,310 $805,130 Rent $ 7,950 $ 10,715 $ 10,000 Revenue NOC 200 -0- -0- Total 8,150 10,715 10,000 CONTRIBUTIONS FROM OTHER FUNDS AND RESERVES General Fund Operating Reserve Total $135,970 $157,000 $258,920 TOTAL COMMUNITY CENTER 144,120 167,715 $268,920 CITY OF LODI SCHEDULE I SPECIAL REVENUE FUNDS CONSTRUCTION FUND REVENUES BOND FUND REVENUES TRUST & AGENCY FUNDS 1989-90 1987-88 1988-89 1989-90 Actual Estimated Estimated Resources Resources Resources 12 EQUIPMENT FUND Depreciation $254,346 $363,735 $341,860 Contributions from General Fund 168,755 -0- 142,580 Total $423,101 $363,735 $484,440 13 REFUSE SURCHARGE FUND Collections $ -0- $ -0- $ 60,000 Total -0- -0 60,000 16.1 ELECTRIC UTILITY OUTLAY RESERVE Inter -Fund Transfer Total $ 39,911 $ 28,740 $ 49,525 Contribution from Electric Utility Fund 2,420,000 1,832,970 -0- Total $2,459,911 $1,861,710 $ 49,525 16.2 ELECTRIC RATE STABILIZATION RESERVE Investment Earnings $445,978 $782,000 $508,200 Total $445,978 $782,000 508,200 17.2 WASTEWATER CAPITAL RESERVE Inter -Fund Transfer Total $348,034 $315,085 $316,875 348,034 $315,085 $316,875 18.1 WATER UTILITY -CAPITAL OUTLAY FUNDS Inter -Fund Transfer $ 14,171 $ 4,565 $ 5,020 Contribution from Water Utility Fund -0- -0- 1,014,530 Total 14,171 4,565 $1,OT9,550 - 17 - SPECIAL REVENUE FUNDS 1989-1990 CITY OF LODI 1987-88 Actual Resources SCHEDULE I 1988-89 1989-90 Estimated Estimated Resources Resources 21.1 LIBRARY CAPITAL OUTLAY Investment Income $ 14,039 $ 15,000 $ 15,000 Sale Real & Personal Property 1,444 -0- -0- Total 15,483 15,000 15,000 22 CAMP HUTCHINS Fees $ -0- $ -0- $100,800 Total 1 -0- -0- $100,800 28 MEDICAL INSURANCE RESERVE INTERFUND TRANSFERS Medical Cost Allocations $ -0- $ -0- $308,275 Retirees Participant Payments -0- -0- 61,725 Total -0- -0- $370,000 29 DENTAL & LTD/LI INSURANCE RESERVE INTER -FUND TRANSFERS Dental Cost Allocations Long -Term Disability Cost Allocations Employee Contributions COBRA Participant Payments Contributions from General Fund Total 30 LIABILITY INSURANCE RESERVE Investment Income Contributions - General Fund Contributions - Enterprise Fund Contributions - Library Fund Total $ 82,698 $ 86,040 $145,830 84,292 89,935__ 105,000 29,842 26,61518,160 292,095 3,595 2,500 5,840 -0- 22,675 -0- 200,427 227,765 $274,830 $ 39,149 $ 35,400 $ 48,400 231,335 270,515 292,095 54,265 57,490 60,610 -0- 10,145 12,415 324,749 $373,550 $413,520 31 WORKERS' COMPENSATION INSURANCE RESERVE - Compensation Reimbursements $ 90,616 $ 23,500 $ 23,500 Inter -Fund Transfers 330,088 315,000 392,385 Investment Earnings 49,329 42,000 69,920 Total $470,033 380,500 $485,805 1987-88 1988-89 1989-90 Actual Estimated Estimated Resources Resources Resources WORKERS' COMPENSATION INSURANCE FUND (continued) CONTRIBUTIONS FROM OTHER FUNDS OR RESERVES General Fund $ 37,970 $ -0- $ -0- Total 37,970 -0- _O_ SUB TOTAL WORKERS' COMPENSATION INSURANCE RESERVE CONTRIBUTIONS TO OTHER RESERVES Workers' Compensation Insurance Reserve Total NET TOTAL WORKERS' COMPENSATION. INSURANCE RESERVE 32 GENERAL GAS TAX (2107) State Gas Tax Investment Earnings 508,003 $380,500 $485,805 $ -0- $ 10,640 $ 73,305 -0- $10,640 73,305 508,003 $369,860 $412,500 $424,097 $438,960 $444,950 15,463 15,400 24,200 Total 439,560 $454,360 $469,150 33 SELECT SYSTEM GAS TAX (2106) Investment Income State Gas Taxes Total $ 12,558 $ 10,400 $ 16,455 195,319 197,115. 204,760 207,877 207,515 $221,215 34 STREETS & HIGHWAYS (2126) Investment Income $ 11,916 $ 11,400 $ -0- Total 11,916 11,400 -0- 41 BOND INTEREST & REDEMPTION FUND Inter -Fund Transfer $459,850 $459,450 $351,620 Total $459,850 $459,450 351,62 - 19 - SPECIAL REVENUES FUND 1989-1990 44..1 1984 STATE PARKS BOND ACT Investment�Earnings 44.2 1986 PARKLANDS GRANT Investment Earnings State Grant Park Bonds 45 HUD - ENTITLEMENT GRANT Federal Grant Investment Earnings :ITY OF LODI 8 ENLE I 1987-88 L 0 U }-M Actual Es1itmaittaf fistmalt# Resources Rtesmin Urt¢ $ 694 ffi $` Total 694 61 $ 291 $; -&' $S - 0)-, 11,700 --m— -0)- Total 11,991 -0)-- $425,122 $33,V/,,3 a 3,391 Investment Earnings -t} - Total $428,513 07/,Xg) $5 11l11,X 46 INDUSTRIAL WAY & BECKMAN DEVELOPMENT Investment Earnings $ 9,855 9)'1892) $5 11l11,X Total 9,855_ 47 INDUSTRIAL WAY & BECKMAN ROAD DEVELOPMENT #2 FUND Investment Earnings $ 843 8110 $- 917AD Total 843 ) S5 9)7/M 48 TURNER/CLUFF ASSESSMENT DISTRICT #1 Property Tax $240,871 „4R $y 5B);,41515 Investment Earnings 29,389 VIA2 112„11.0.1(0 Total $270,260 „010) 5 ffi J-55 DOWNTOWN IMPROVEMENT DISTRICT Property Tax $ 35,992 53'3,i 5„ Investment Income 2,696 33„210 1,42@ Total $38,688,; 55„777® - 20 - SPECIAL REVENUE FUNDS SCHEDULE I 1989-1990 1987-88 1988-89 1989-90 Actual Estimated Estimated Resources Resources Resources 51 C -CAP GRANT State Grant $ 85,574 $ 63,335 $ _O_ Sale of Real & Personal Property 27,000 -0- -0- Total $112,574 63,335 -0- 52 COMMUNITY CRIME RESISTANCE GRANT State Grant $ 39,855 $ -0- $ _O_ Total 39,855 -0- -0- 72 SUBDIVISION RESERVES (CITY) Subdivision Fees Total 75 SUBDIVISION FUND - IN TRUST Subdivision Fees Total $145,169 $ 50,000 $ 25,000 $145,169 50,000 25,000 $478,391 $100,000 $150,000 478,391 $100,000 $150,000 120.1 HUTCHINS STREET SQUARE -CAPITAL Donations $150,000 $ -0- $ -0- Total 150,000 -0- -0- 123 MASTER DRAINAGE FUND Acreage Fees $404,892 $150,000 $ 90,000 Rental of Property -0- 1,215 -0- Total 404,892 $151,215 90,000 123.1 MASTER STORM DRAIN (AB 1600) Acreage Fees $ -0- $ -0- $ 60,000 Investment Income -0- -0- 12,100 Total -0- -0- 72,100 - 21 - SPECIAL REVENUE FUNDS 1989-1990 CITY OF LODI 1987-88 Actual Resources 124 TRANSPORTATION DEVELOPMENT ACT Local Cash -Grants Investment Earnings Total 125 DIAL -A -RIDE SCHEDULE I 1988-89 1989-90 Estimated Estimated Resources Resources $545,298 12,403 $660,000 6,000 $676,510 30,000 557,701 $666,000 $706,510 $215,350 $250,140 State Transit Assistance Special County Transportation Plan Checking. Fees Allocation $202,129 $215,350 $250,140 State Transit Assistance 566 6,950 2,650 Passenger Fares - Lodi 41,861 44,600 40,000 San Joaquin County Reimbursement - 50,000 Revenue NOC Woodbridge 6,389 7,500 6,000 Investment Earnings 178 600 1,210 Revenue - NOC 2,014 -0- -0- Total $131,000 96,000 $300,000 $253,137 $275,000 126 FEDERAL URBAN "D" FUND Grant Revenue $ -0- $150,370 $ -0- Total -0- -0- $150,370 128 TDA - PEDESTRIAN/BIKE PATH Grants $ 15,467 $ 17,515 $ 19,305 Investment Earnings 235 600 1,210 Total 15,702 18,115 20,515 134 HOTEL/MOTEL TAX Taxes $119,210 $125,000 $145,000 Total $119,210 $125,000 $145,000 140 RESERVE FOR COST OF LABOR & MATERIAL Plan Checking. Fees $ 21,941 $ 15,000 $ 15,000 Police Bail - Other Cities 11,667 11,000 11,000 Recreation Miscellaneous 56,107 55,000 -0- Miscellaneous Work for Others .117,520 50,000 50,000 Revenue NOC 2,269 -0- -0- Contributions from General Fund 130,000 -0- -0- EIR Consulting Fees -0- -0- 20,000 Total $339,504 $131,000 96,000 -22- SPECIAL REVENUE FUNDS 1989-1990 148 FEDERAL REVENUE SHARING Investment Earnings CITY OF LODI SCHEDULE I 1987-88 1988-89 1989-90 Actual Estimated Estimated Resources Resources Resources $ 22,306 $ 6,000 $ 9,680 Total 22,306 6,000 9,680 - 23 - I m3 o-o-IE:m .O m rn r- O (- o r-- z 70 m • + O -1 20 71C C7 mac) zD m• m r 1 D N C - 1-. m z ►-� Z ;a N z C•) r N 3 C N C) C �C3-i �z-'t�m� Z N n Z Z O C) D m n N C m w-�m:9>r-- r .-. 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C+ w Ow -nom 0 0 C C -1- N CD (D •S CA (A C) m 0 C r m C) -{ V r CITY OF NODI CITY OF LODI OPERATING BUDGET 1989-90 CITY COUNCIL AND CITY CLERK 10-001.01 City Clerk - Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 1987-88 1988-89 1989-90 Actual Budget Budget $ 71,737 6,892 29,511 2,869 682 111,691 $ 79,765 3,595 36,050 2,870 -0- $-83,965 0 122,280 $83,965 3,670 38,850 3,840 -0- 130,325 10-001.02 Election 100 Personnel Services $ 22,397 $ -0- $ -0- 200 Utility & Transportation 3,732 -0- -0- 300 Supplies, Materials & Services 19,460 -0- -0- Total 45,589 $-0- --0- 10-001.03 City Council 100 Personnel Services $ 24,647 $ 24,050 $ 35,430 2GO Utility & Transportation 14,156 -0- -0- 300 Supplies, Materials & Services 6,867 209150 23,100 Total 45,670 44,200 58,530 10-001.04 Special Election 100 Personnel Services $ 4,258 $ -0- $ -0- 200 Utility & Transportation 2,878 -0- -0- 300 Supplies, Materials & Services 18,855 -0- -0- Total 25,991 $ 0- $ -0- Total City Council & City Clerk $228,941 $166,480 $188,855 CONTINGENT FUND 10-015.01 Contingent Fund 600 Special Payments $119,423 $500,000 $300,000 Total 119,423 $500,000 $300,005 Total Contingent Fund $500,000 300,000 -27- CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 13-020.01 Refuse Surcharge 600 Special Payments $ -0- Total $ -0- 10-020.02 Insurance 300 Supplies, Materials & Services $ 40,195 1987-88 1988-89 1989-90 GENERAL CHARGES Actual Budget Budget 10-020.01 Refuse Collection Contract Personnel Servic $110,980 300 Supp ies,Materia s & Services $ 12,827 $ 16,725 $ 16,110- 600 Special Payments 2,443,201 3,270,535 3,266,000 Total $2,456,028 3,287,260 $3,282,110 13-020.01 Refuse Surcharge 600 Special Payments $ -0- Total $ -0- 10-020.02 Insurance 300 Supplies, Materials & Services $ 40,195 10-020.06 300 600 Community Promotion $ 15,480 $ 60,000 15,480 60,000 $ 4'1,560 $ 7,100 41,560 7,100 $103,000 $110,000 180 290 Total 40,195 10-020.05 Special Payments - Administration $151,395 100 Personnel Servic $110,980 200 Utility & Transportation 1,971 300 Supplies, Materials &.Services 38,927 600 Special Payments 17,239 Total 169,117 10-020.06 300 600 Community Promotion $ 15,480 $ 60,000 15,480 60,000 $ 4'1,560 $ 7,100 41,560 7,100 $103,000 $110,000 180 290 39,940 41,100 -0- -0- 143,120 $151,395 Supplies, Materials & Services $ 2,106 $ 11,000 $ 16,500 Special Payments 53,606 15,150 12,000 Total 55,712 26,150 28,500 Total General Charges $2,721,052 $3,513,570 3,529,100 BOND DEBT SERVICE 10-030.01 General Obligation Bond Debt Service 600 Special Payments 178,595 $175,450 $174,465 Total $178,595 175,450 174,465 Total Bond Debt Service $178,595 $175,450 $174,465 CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET CITY ATTORNEY 10-035.01 Counsel and Legal Services 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment CITY MANAGER 10-040.01 100 200 300 400 500 600 10-040.02 100 200 300 400 500 Total Total City Attorney City Manager - Administration Personnel Services Utility & Transportation Materials & Services Depreciation of Equipment Equipment, Land & Structures Special Payments Total Personnel - Administration Personnel Services Utility & Transportation Supplies, Materials & Services Depreciation of Equipment Equipment, Land & Structures Total Total City Manager COMMUNITY DEVELOPMENT DEPARTMENT 10-045.01 Planning - Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total -29- 1987-88 1988-89 1989-90 Actual Budget Budget $ 85,769 $100,245 $115,325 8,351 2,540 1,195- ,19520,374 20,374 16,450 17,495 517 515 515 115,011 119,750 $134,536 50 -0- -0- 115,011 $119,750 $134,530 $243,422 $228,350 $252,075 12,875 3,075 2,440 15,152 24,095 25,200 1,084 1,085 1,195 1,890 -0- 650 50 -0- -0- 274,473 256,605 $281,56U $110,263 $ 96,105 $147,000 5,154 3,250 4,060 53,436 37,635 35,035 79 395 430 782 650 1,000 169,714 138,035 $187,529 444,187 $394,640 $469,085 $173,851 $184,845 $199,825 15,212 2,550 2,820 99,469 22,405 24,390 1,959 1,500 950 457 -0- -0- $290, T211,300 $227,985 CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET COMMUNITY DEVELOPMENT (continued) 1987-88 1988-89 1989-90 Actual Budget Budget 10-045.02 Building Inspection 30,530 100 Personne Services $240,230 200 Utility & Transportation 6,528 300 Supplies, Materials & Services 28,914 400 Depreciation of Equipment 1,357 500 Equipment, Land & Structures 325 600 Special Payments 1 5,396 Total $282,750 45.1-301.01 Grant Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services Total Total Community Development FINANCE DEPARTMENT 10-050.01 Administration $208,340 $208,500 11900 2,360 30,530 45,400 2,100 900 -0- -0- 10,000 5,000 252,8 $262,160 $ 49,525 $ 75,135 $ 70,940 1,135 -0- -0- 148 ,-0- -0- 50,808 75,135 70,940 624,506 539,305 561,085 100 Personnel Services $171,588 $152,065 $167,205 200 Utility & Transportation 4,119 1,290 1,560 300 400 Supplies, Materials & Services 12,533 27,150 22,500 Depreciation of Equipment 1,038 1,350 1,635 500 Equipment, Land & Structures 1,208 200 210 Total $190,486 182,055 193,110 10-050.02 Purchasing 100 Personnel Services $109,622 $152,140 $180,360 200 Utility & Transportation 4,197 3,650 4,050 300 Supplies, Materials & Services 11,915 18,175 39,315 400 Depreciation of Equipment 1,834 2,125 3,905 500 Equipment, Land & Structures 1,467 10,000 3,090 Total $129,M $186,090 230,720 10-050.03 Accounting 100 Personnel Services $135,451 $152,910 $192,130 200 Utility & Transportation 3,029 3,330 3,730 300 Supplies, Materials & Services 13,637 6,970 16,465 400. Depreciation of Equipment 167 150 635 500 Equipment, Land & Structures 1,187 1,795 970 Total 153,471 165,155 $213,9TO 11 Ll I- CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 10-050.05 Collections & Credit 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 10-050.06 Data Processing 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 10-051.02 Parking Patrol 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total Total Finance Department POLICE DEPARTMENT $187,213 $210,965 1987-88 1988-89 1989-90 FINANCE DEPARTMENT (continued) Actual Budget Budget 179 180 800 10-050.04 Billing -0- 1,580 2,440 100 Personnel Services $243,382 $236,750 $275,440 200 Utility & Transportation 35,014 39,530 39,590 300 Supplies, Materials & Services 15,684 17,265 23,825 400 Depreciation of Equipment -0- -0- 150 500 Equipment, Land & Structures 2,220 1,185 450 Total $296,300 294,730 339,455 10-050.05 Collections & Credit 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 10-050.06 Data Processing 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 10-051.02 Parking Patrol 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total Total Finance Department POLICE DEPARTMENT $187,213 $210,965 $259,825 5,210 4,840 4,875 17,269 17,615 24,935 179 180 800 2,452 3,185 -0- 212,323 236,785 $290,47 $122,498 $129,580 $166,010 863 485 650 32,102 34,910 23,565 16,783 19,045 18,130 1,637 2,350 1,485 173,883 186,370 $209,845 $ 57,423 $ 60,430 $ 62,320 461 740 710 5,051 5,970 6,310 2,590 2,590 2,485 -0- 825 -0- 65,525 70,555 71,825 1,221,023 $1,321,740 $1,549,315 10-101.01 Animal Shelter 100 Personnel Services $ 60,325 $ 58,790 $ 66,730 200 Utility & Transportation 1,592 1,580 2,440 300 Supplies, Materials & Services 7,889 11,265 18,180 500 Equipment, Land & Structures 1,078 265 510 Total 70,884 71,900 87,860 - 31 - CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 1987-88 1988-89 1989-90 POLICE DEPARTMENT (continued) Actual Budget Budget 10-103.01 Police Administration 100 Personnel Services $3,727,518 $4,020,970 $4,221,430 200 Utility & Transportation 28,944 21,275 25,150- 5,150300 300 Supplies, Materials & Services 321,016 342,735 445,790 400 Depreciation of Equipment 42,339 47,270 48,555 500 Equipment, Land & Structures 7,244 12,370 14,780 Total 4,127,061 $4,444,620 $4,755,705 51-103.01 Criminal Justice Grant - (C -CAP) 100 Personnel Services $ 57,682 $ 36,785 $ -0- 200 Utility & Transportation 597 -0- -0- 300 Supplies, Materials & Services 11,936 4,280 -0- Total 70,215 41,065 $ -0- 52-103.01 Community Crime Resistance (CCR) 100 Personnel Services $ 50,554 $ -0- $ -0- 200 Utility & Transportation 2,957 -0- -0- 300 Supplies, Materials & Services 14,397 -0- -0- Total $ 67,908 $ -0- $ -0- 10-103.02 C -CAP City Match 100 Personnel Services $ 14,400 $ 19,810 $ -0- 200 Utility .& Transportation 500 -0- -0- 300 Supplies, Materials & Services 2,411 2,305 -0- Total $ 17,311 22,115 10-103.03 CCR - City Match 100 Personnel Services $ 4,469 $ -0- $ -0- Total 4,469 $ -0- -0- 10-103.04 Traffic Safety Grant 100 Personnel Services $ 7,636 $ -0- $ -0- 200 Utility & Transportation 262 -0- -0- 300 Supplies, Materials & Services 7,973 -0- -0- 500 Equipment, Land & Structures 132,77 -0- -O- Total 29,148 -0- $-0- 10-103.05 Drug Suppression Program - Grant 100 Personnel Services $ 21,487 $ 11,105 $ -0- Utility & Transportation 1,341 -0- -0- 300 Supplies, Materials & Services 6,261 785 -O- Total 29,089 11,890 -0- -32- CITY OF LODI Total Police Department FIRE DEPARTMENT 10-201.01 Administration 100 Personnel Services 200 Utility & Transportation .300 Supplies, Materials &.Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total 10-201.02 Weed Abatement 300 Supplies Total Total Fire Department PUBLIC WORKS DEPARTMENT 10-301.01 Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 600 Special Payments Total - 33 - 4,437,600 $4,597,440 $4,861,895 $2,310,306 29,219 127,415 21,038 8,840 97 2,496,915 $2,161,410 24,160 154,345 22,610 5,950 -0- 2,368,475 $2,365,610 26,120 172,500 29,930 400 -0- 2,594,560 $ 1,700 1,700 2,496,915 $2,368,475 2,596,260 $178,420 CITY OF LODI $175,230 7,400 3,530 3,525 23,957 28,470 1989-90 OPERATING BUDGET 14,636 16,705 17,450 -0- 2,000 -0- 1987-88 1988-89 1989-90 POLICE DEPARTMENT (continued) Actual Budget Budget 10-103.06 Drug Superession Program - City Match 100 Personnel Services 15,520 $ -0- $ 12,130 300 Supplies, Materials & Services 1,361 -0- -0- Total 16,881 $ -0- 12,130 10-104.01 Auxiliary Police 300 Supplies, Materials & Services $ 4,634 $ 5,850 $ 6,200 Total 4,634 5,850 6,200 Total Police Department FIRE DEPARTMENT 10-201.01 Administration 100 Personnel Services 200 Utility & Transportation .300 Supplies, Materials &.Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total 10-201.02 Weed Abatement 300 Supplies Total Total Fire Department PUBLIC WORKS DEPARTMENT 10-301.01 Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 600 Special Payments Total - 33 - 4,437,600 $4,597,440 $4,861,895 $2,310,306 29,219 127,415 21,038 8,840 97 2,496,915 $2,161,410 24,160 154,345 22,610 5,950 -0- 2,368,475 $2,365,610 26,120 172,500 29,930 400 -0- 2,594,560 $ 1,700 1,700 2,496,915 $2,368,475 2,596,260 $178,420 $181,370 $175,230 7,400 3,530 3,525 23,957 28,470 36,380 14,636 16,705 17,450 -0- 2,000 -0- 224,413 232,075 $232,585 riry nF i nm CITY OF LODI 1989-90 OPERATING BUDGET PUBLIC WORKS DEPARTMENT (continued) 10-301.02 Labor Overhead 100 PersonnelServices Total 10-302.01 General Enqineerin 1987-88 1988-89 1989-90 Actual Budget Budget $ 38,577 $ -0- $ -0- 38,577 T -0- $ -0- 100 Personnel Services $145,250 $162,910 $178,180 200 Utility & Transportation 3,503 3,070 3,340 300 Supplies, Materials & Services 9,059 19,100 13,270 Utility & Transportation Total 157,812 $185,080 194,790 10-302.02. Subdivision Engineering 500 Equipment, Land & Structures 100 Personnel Services $ 93,438 $115,280 $111,105 200 Utility & Transportation 10 -0- -0- 300 Supplies, Materials & Services 3,010 5,800 5,600 .Total $ 96,458 $121,080 $116,705 10-302.03 Encroachment Permits 100 Personnel Services $ 33,865 $ 33,360 $ 33,770 300 Supplies, Materials &.Services -0- 1,000 200 Total 33,865 34,360 33,970 10-302.04 Traffic Enqineerin 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services Total 10-351.01 City Building Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 10-501.01 Streets Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total -34- $ 79,868 131 2,116 82,115 $ 90,308 88,745 100,220 1,613 127 281,013 $ 68,596 2,769 178,555 2,134 222 868 253,144 $ 90,260 -0- 3,470 93,730 $ 93,380 101,960 125,670 1,055 1,050 323,115 $ 71,760 1,205 167,865 2,265 890 1,490 245,475 $101,925 -0- 3,750 $105,675- $ 95,845 120,205 188,060 1,275 2,250 407,635 $ 86,130 1,605 261,520 6,590 -0- 1,490 357,335 "'1 i_ -A i i� L A u L A Lj y CITY OF LODI 1989-90 OPERATING BUDGET PUBLIC WORKS DEPARTMENT (continued) 10-502.01 Streets Engineering - Other 100 Personnel Services Personnel 300 Supplies, Materials & Services $292.,810 300 Supplies, Total 32-502.02 Streets Engineering 44,010 - Gas Tax 100 Personnel Services 32,488 Total 1987-88 1988-89 1989-90 Actual Budget Budget $ 28,663 2,100 30,763 $ 6,000 6,000 10-502.03. Storm System Engineering 100 Personnel Services $ 2,991 300 Supplies, Materials & Services 1,346 Total4,337 124-503.01 Streets Maintenance 300 Supplies, Materials & Services $ -0-. 500 Equipment, Land & Structures -0- Total $ -0- $ 21,795 2,175 23,970 $ 6,000 6,000 $ 16,680 1,430 18,110 $ 76,240 45,585 121,825 $ 28,550 2,360 30,910 $ 6,000 6,000 $ 19,920 1,940 21,860 $103,970 45,585 149,555 32-503.02 Streets Maintenance 100 100 Personnel Services $129,390 $236,267 $275,250 $292.,810 300 Supplies, Materials & Services '113,851 44,010 18,805 500 Equipment, Land & Structures 32,488 -0- -0- -35- .Total 382,606 319,260 $311,619 32-503.04 Alley Maintenance 100 Personnel Services $ 23,741 $ 28,290 $ 29,100 300 Supplies, Materials & Services 20,120 16,110 16,385 Total 43,861 44,400 45,485 32-503.05 Curb & Gutter Maintenance 100 Personnel Services $ 17,914 $ 23,420 $ 30,410 300 Supplies, Materials & Services 1,334 950 950 500 Equipment, Land & Structures 21,740 21,000 21,000 Total 40,988 45,370 52,360 10-503.06 Tree Maintenance 100 Personnel Services $ 77,906 $105,375 $129,390 300 Supplies, Materials & Services 13,827 15,665 18,055 500 Equipment, Land & Structures 852 725 755 Total 92,585 $121,765 148,200 -35- CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 1987-88 1988-89 1989-90 PUBLIC WORKS DEPARTMENT (continued) Actual Budget Budget 10-503.07 Street Cleaning 100 Personnel Services $111,135 $118,240 $119,395 200 Utility & Transportation 24 -0- -0- 300 Supplies, Materials & Services 50,086 51,105 72,510 500 Equipment, Land & Structures 371 250 -0- Total $161,616 169,595 $191,905 10-503.08 Traffic Control Maintenance 100 Personnel Services $114,185 $120,710 $134,190 200 Utility & Transportation 26,224 28,075 -0- 300 Supplies, Materials & Services 50,267 58,140 53,540 500 Equipment, Land & Structures 7,809 7,975 9,535 Total $198,485 214,900 $197,265 32-503.08 Traffic Control Maintenance 200 Utility & Transportation $ -0- $ -0- $ 28,915 - Total $ -0- T- -0- 28,915 10-503.09 Storm System Maintenance 100 Personnel Services $ 56,402 $ 43,665 $ 44,325 200 Utility & Transportation 12,560 13,655 13,380 300 Supplies, Materials & Services 17,649 16,140 15,575 500 Equipment, Land & Structures 613 1,000 -0- 600 Special Payments 5,981 6,545 5,940 Total 93,205 81,005 79,220 10-503.10 Street Light Maintenance 100 Personnel Services $ 23,808 $ 30,940 $ 32,590 200 Utility & Transportation 215,542 235,300 232,525 300 Supplies, Materials & Services 748 250 400 500 Equipment, Land & Structures 20,086 36,600 31,300 Total. $260,184 303,090 $296,815 10-504.01 Parking Lot Maintenance 100 Personnel Services $ 10,955 $ 9,325 $ 12,745 300 Supplies, Materials & Services 8,700 5,230 5,230 Total 19,655 14,555 17,975 10-551.02 Motor Pool 300 Supplies, Materials & Services $ 3,282 $ 6,415 $ 7,055 Total 3,282 6,415 7,055 Total Public Works Department $2,607,071 $2,822,715 $3,033,83U - 36 - CITY OF LODI $146,155 $216,365 220,524 1989-90 OPERATING BUDGET 280,630 172,781 206,980 228,615 [540,3221 1987-88 1988-89 1989-90 $ -0- 1,300 Actual Budget Budget EQUIPMENT MAINTENANCE 1,300 10-551.01 Equipment Maintenance - Administration 100 Personnel Services 77,640 $ 73,950 $ 90,305 200 Utility & Transportation 1,141 1,135 1,360- ,360300 300 Supplies, Materials & Services 20,058 18,005 23,500 400 Depreciation of Equipment 1,821 3,800 4,290 500 Equipment, Land & Structures 695 -0- -0- 600 Special Payments 400 650 750 700 Credits -0- -0- [120,2051 Total 101,755 97,540 --0- 10-556.01 Equipment Maintenance 100 Personnel Services 300 Supplies, Materials & Services 400 Depreciation of Equipment 700 Credits Total Total Equipment Maintenance PARKS AND RECREATION DEPARTMENT RECREATION DIVISION 10-701.01 Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures Total 10-702.01 Playgrounds 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services Total 10-702.02 Basketball 100 Personnel Services 300 Supplies, Materials & Services Total -37- $144,116 $146,155 $216,365 220,524 208,710 280,630 172,781 206,980 228,615 [540,3221 [561,8451 [724,3101 $ 2,901 $ -0- 1,300 98,854 97,540 1,300 $232,044 21,522 37,030 5,479 1,943 298,018 $ 13,742 78 7,859 21,679 $ 17,361 5,130 22,491 $233,545 9,800 29,895 5,480 -0- 278,720 $ 22,100 -0- 8,250 30,350 $ 17,405 14,100 31,505 $271,995 18,610 61,810 5,455 -0- 357,870 $ 31,765 -0- 8,075 39,840 $ 18,730 12,700 31,430 00-1 Boom nwnmmm� CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 1987-88 1988-89 1989-90 RECREATION DIVISION (continued) Actual Budget Budget 10-702.03 Miscellaneous Indoor Activities $ 2,692 $ 4,075 $ ,760 7 7,280 100 200 ersonne Services Utility & Transportation 963 1,740 4,800 300 Supplies, Materials & Services 2,150 4,830 Total 5,805 10,645 13,840 10-702.04 100 Lake Park Personnel Services $ 23,713 $ 19,725 $ 23,250 400 200 Utility & Transportation 377 3,408 300 4,900 4,750 300 Supplies, Materials & Services 1,029 _0_ -0- 500 Equipment, Land & Structures 7,000 8,000 8,000 600 Special Payments Total 359527 32,925 36,400 10-702.05 Baseball & Softball Parks $ $ 60,280 $ 63,655 100 200 Personnel Services Utility & Transportation 21508 21,850 22,650 25,010 10,450 300 Supplies, Materials & Services 31,976 -0- -0- 500 Equipment, Land Structures -006 2,000 -0- 600 Special Payments Total 115,827 $106,780 99,115 10-702.06 Miscellaneous Outdoor Activities 15,367 $ $ 35,130 $ 38,080 100 Personnel Services 2,567 2,350 2,900 200 300 Utility & Transportation Supplies, Materials & Services 8,000 3,400 5,800 -0- 500 Equipment, Land .& Structures -0- 700 Total 25,934- 41,580 46 �78-0 10-702.0719,161 Blakely Pool $ $ 32,305 $ 32,270 100 200 Personnel Services Utility & Transportation 20,050 15,280 2,230 16,375 1,850 300 Supplies, Materials & Services 2,879 Total 42,090 49,815 50,495 10-702.08 Lodi High Pool _0_ $ $ 5,355 $ -0- 100 Personnel Services 311 300 -0- 200 Utility & Transportation 537 1,700 -0- 300 Supplies, Materials & Services 1,208 _0_ _0_ 500 Equipment, Land & Structures Total $ 2,056 7,355 $ -0-- -38- ' CITY OF LODI Parks Administration 1989-90 OPERATING BUDGET Personnel Services $102,543 $116,730 $155,935 200 Utility & Transportation 3,674 1987-88 1988-89 1989-90 RECREATION DIVISION (continued) 12,020 Actual Budget Budget 10-702.09 Tokay High Pool 14,300 Total $111,143 100 Personnel Services 10-751.02 $ 12,047 $ 13,505 $ 11,775- 300 Supplies, Materials & Services 38,104 48,050 22,450 300 Supplies, Materials & Services Total 50,151 61,555 34,225 22-702.15 Camp Hutchins $.-0- -0- 10-752.01 Stadium Maintenance 100 Personnel Services $ -0- $ -0- $82,425 300 Supplies, Materials & Services -0- -0- 38,285 3,705 300 Total $ 0- -0- $120,710 10-702.30 Recreation Miscellaneous -0- 2,000 -0- 300 Supplies, Materials & Services $ -0- $ -0- $ 48,575 .Total $ -0- $-0- 48,575 Total Recreation Division 619,578 651,230 $879,280 PARKS DIVISION 10-751.01 Parks Administration 100 Personnel Services $102,543 $116,730 $155,935 200 Utility & Transportation 3,674 1,110 1,385 300 Supplies, Materials & Services 4,926 12,020 13,975 500 Equipment, Land & Structures -0- 800 14,300 Total $111,143 $130,660 185,595 10-751.02 Parks Overhead 100 Personnel Services $ 19,029 $ -0- $ -0- 300 Supplies, Materials & Services 23 -0- -0- Total 19,052 $.-0- -0- 10-752.01 Stadium Maintenance 100 Personnel Services $ 30,847 $ 34,600 $ 36,750 200 Utility & Transportation 6,260 3,315 3,705 300 Supplies, Materials & Services 13,349 18,145 14,350 500 Equipment, Land & Structures -0- 2,000 -0- Total 50,456 58,060 54,805 - 39 - CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET PARKS DIVISION (continued) 10-752.02 Lodi Lake Park 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total 10-752.03 Other Parks 100 Personnel Service s 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures _0- Total 10-752.08 Carnegie Forum 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services Total 10-753.01 Equipment Maintenance 100 Personnel Services 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total Total Parks Division 1987-88 1988-89 1989-90 Actual Budget Budget $155,069 $175,535 $162,505 6,251 6,875 6,500- 17,315 38,950 33,300 -0- _0- 7,190 178,635 221,360 $209,495 $419,057 $403,020 $459,830 33,926 37,275 38,595 117,104 107,590 134,605 6,186, 6,900 14,240 576,273 554,785 647,270 $ 3,138 $ -0- $-0- 658 -0- 301 -0- -0- 4,097-- $ 32,933 $ 34,515 $ 35,810 81,031 78,640 80,500 20,719 26,280 30,595 1,453 1,070 6,255 8 -0- -0- 136,144 140,505 153,160 1,075,800 1,105,370 1,250,325 Total Recreation & Parks Department 1,695,378 1,756,600 2,129,605 TOTAL GENERAL FUND 16,886,801 18,260,685 19,529,325 Less Inter -Fund Transfers $1,821,742 $1,198,055 $1,392,195 NET GENERAL FUND BUDGET 1.5,065,059 17,062,630 18,137,130 - 40 - CITY OF LORI CITY OF LODI 1989-90 OPERATING BUDGET LIBRARY FUND 21-801.01 Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures 600 Special Payments 7,780 654,541 Total Total Library Fund - 41 - 1987-88 1988-89 1989-90 Actual Budget Budget $458,101 $485,820 $546,520 42,896 47,590 47,880 146,704 186,900 202,950 1,017 2,000 -0- 5,823 8,000 7,780 654,541 730,310 T805,130 654,541 $730,310 $805,130 . . .... ......... CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 1987-88 1988-89 1989-90 ELECTRIC UTILITY FUND Actual Budget Budget 16-022.02 100 Electric Overhead Personnel Services $ [1,9051 $ -0- $ -0- Total $ 1,905 -0-- -0' 16-601.01 100 Administration PersonnelServices $354,901 $ 411,075 2 $ 425,305 200 Utility & Transportation 42,015 16,705 22,420 300 Supplies, Materials & Services 201,695 237,165 359,420 400 Depreciation of Equipment 21,558 28,740 49,525 500 Equipment, Land & Structures Payments 6,228 391,321 -0- 319,300 4,205 340,700 600 Special Total 1,017,718 $1,012,985 1,201,575 16-601.12 100 Engineering Personnel Services $278,172 $328,635 $339,720 200 Utility & Transportation & 3,521 5,511 1,650 8,520 1,965 9,255 300 Supplies, Materials Services 487 550 2,450 500 Equipment, Land & Structures Total $287,691 339,355 $353,39U 16-602.02 Customer Service Maintenance $143,326 $151,275 $122,065 100 200 Personnel Services Utility & Transportation 2,432 1,195 1,585 300 Supplies, Materials & Services 3,016 6,150 6,905 5,850 26,450 500 Equipment, Land & Structures 15,305 Total $164,079 164,525 $155,95U 16-603.02 Dusk -to -Dawn Lighting $ 212 $ 540 $ 295 100 300 Personnel Services Supplies, Materials & Services -0- 15 15 500 Equipment, Land & Structures 222 400 400 Total 434 955 710 16-604.02 200 Bulk Power Purchase Electricity $17,369,427 $18,060,000 $22,000,000 Total $17,369,427 18,060,000 $22,000,000 -42- CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 16-604.12 Substation Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total 16-604.13 Systems Operation 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total -43- $ 44,702 $ 56,150 $ 59,400 850 100 100 32,162 31,220 28,930 2,462 3,050 26,380 80,176 90,520 $114,810 $143,646 $157,200 1987-88 1988-89 1989-90 ELECTRIC UTILITY FUND (continued) Actual Budget Budget 1,001 1,450 700 16-604.09 Hazardous Material Handling (PCB) 100 Personnel Services $ 13,170 $ 62,905 $ 52,275-. 200 Utility & Transportation -0- 100 100 300 Supplies, Materials & Services 15,681 28,475 23,975 500 Equipment, Land & Structures 10,441 38,400 42,400 600 Special Payments 1,259 2,000 2,500 Total 40,551 $131,880 121,250 16-604.10 System Maintenance - Overhead 100 Personnel Services $105,856 $203,720 $195,425 200 Utility & Transportation 1,865 50 200 300 Supplies, Materials & Services -32,081 19,180 43,275 500 Equipment, Land & Structures 34,078 63,445 59,730 Total 173,880 $286,395 $298,6TO 16-604.11 System Maintenance - Underground 100 Personnel Services $ 42,116 $145,830 $116,980 300 Supplies, Materials &.Services 2,896 6,350 7,650 500 Equipment, Land & Structures 27,266 12,900 16,750 Total 72,878 $165,080 $141,386 16-604.12 Substation Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total 16-604.13 Systems Operation 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total -43- $ 44,702 $ 56,150 $ 59,400 850 100 100 32,162 31,220 28,930 2,462 3,050 26,380 80,176 90,520 $114,810 $143,646 $157,200 $161,085 3,684 3,775 5,030 8,054 12,690 13,160 1,001 1,450 700 156,385 $175,1T5 $179,975 / VI 1 i yr LVUI \ CITY OF LODI 1989-90 OPERATING BUDGET 1987-88 1988-89 1989-90 ELECTRIC UTILITY FUND (continued) Actual Budget Budget 16-604.14 Tree Trimming 100 Personnel Services $ 31,630 $ 44,860 $ 19,320- 300 Supplies, Materials & Services 457 700 95,700 500 Equipment, Land & Structures -0- 15,500 -0- Total 32,087 $61,060 $115,02U Total Electric Utility Fund 19,393,401 $20,487,870 $24,682,690 Inter -Fund Transfers - Other Departments $ 948,397 $ 959,160 $1,124,055 NET ELECTRIC UTILITY FUND $20,341,798 $21,447,030 $25,806,745 -44- CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET 17-403.01 Plant Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials &.Services 500 Equipment, Land & Structures 600 Special Payments Total 17-404.01 Sanitarv.S_vstem Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total $387,924 278,679 126,670 2,663 1,403 797,339 $415,740 244,720 143,870 -0- -0- $804,330 $119,073 $120,490 5,210 5,675 1987-88 198849 1989-90 SEWER UTILITY FUND Actual Budget Budget $ 1,224 $ 1,045 $ 1,710 17-401.01 Administration Transportation 1,819 2,510 100 Personnel Services $ 35,019 $ 36,740 $ 40,310 200 Utility & Transportation 3,499 1,095 1,515- ,515300 300 Supplies, Materials & Services 65,534 64,950 111,190 400 Depreciation of Equipment 12,775 15,345 8,530 500 Equipment, Land & Structures 338 -0- -0- 600 Special Payments 204 -0- 250 Total $117,369 118,130 $161,7E 17-402.02 Engineering 100 Personnel Services $ 4,488 $ 16,675 $ 14,540 200 Utility & Transportation 15 -0- -0- 300 Supplies, Materials & Services 5,423 2,750 3,120 Total 9,926 19,425 179660 17-403.01 Plant Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials &.Services 500 Equipment, Land & Structures 600 Special Payments Total 17-404.01 Sanitarv.S_vstem Maintenance 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total $387,924 278,679 126,670 2,663 1,403 797,339 $415,740 244,720 143,870 -0- -0- $804,330 $119,073 $120,490 5,210 5,675 14,908 16,635 423 -0- 139,614 142,800 $495,580 242,365 148,265 -0- 2,800 889,010. $157,470 fr 8,130 X20,800 -0- 186,400 17-404.02 Industrial System Maintenance 100 Personnel Services $ 1,224 $ 1,045 $ 1,710 200 Utility & Transportation 1,819 2,510 2,330 300 Supplies, Materials & Services -0- 300 300 Total 3,043 3,855 4,340 17-030.01 Bond Debt - Interest 600 Special Payments $ 56,060 $ 45,875 $746,795 Total 56,060 45,875 $746,7E - 45 - CITY OF LODI 1989-90 OPERATING BUDGET SEWER UTILITY FUND (continued) 17-407.01 Plant Depreciation 400 Depreciation Total Total Sewer Utility Fund 1987-88 1988-89 1989-90 Actual Budget Budget $317,075 $315,085 $316,875- $317, 315,085 316,875 1,444,923 $1,449,500 2,322,875 Inter-Fund.Transfers - Other Departments $ 129,445 $ 112,960 $ 124,700 NET SEWER UTILITY FUND - 46 - 1,574,368 $1,562,460 $2,447,575 CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET WATER UTILITY FUND 18-451.01 Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 400 Depreciation of Equipment 500 Equipment, Land & Structures 600 Special Payments Total 18-451.03 . Water Conservation Program 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 600 Special Payments Total 1987-88 1988-89 1989-90 Actual Budget Budget $ 39,686 3,221 50,880 2,472 338 61 96,658 $ 10,631 161 1,185 -0- $ 36,570 1,050 47,440 4,565 -0- -0- 89,625 $ 6,210 100 1,500 -0- 7,810 $ 39,115- 4,540 78,885 5,020 -0- -0- 127,560 $ 21,155 100 2,500 200 23,955 18-452.01 Engineering 100 Personnel Services $ 14,051 $ 19,455 $ 22,475 200 Utility & Transportation 5 -0- -0- 300 Supplies, Materials & Services 3,173 3,720 3,370 Total T 17,229 23,175 25,845 18-453.01 Production 100 Personnel Services $102,203 200 Utility & Transportation 326,446 300 Supplies, Materials & Services 24,969 600 Special Payments 28 Total 453,646 18-454.01 Distribution 100 Personnel Services $178,297 300 Supplies, Materials & Services 37,928 Total $216,225 - 47 - $ 86,080 $ 93,180 330,120 353,525 37,645 91,045 150 -0- $455,9 $537,750 $151,615 $146,860 27,975 26,200 179,5 $173,060 CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET WATER UTILITY FUND (continued) 18-455.01 Fire Hydrants 100 Personnel Services 300 Supplies, Materials & Services Total Total Water Utility Fund Inter -Fund Transfers - Other Departments NET WATER UTILITY FUND - 48 - 1987-88 1988-89 1989-90 Actual Budget Budget $ 6,618 $ 8,445 $ 4,970- 2,684 3,125 2,600 9,302 11,570 7,570 809,553 765,765 $895,740 $131,048 $125,935 $143,440 940,601 $891,700 $1,039,180 CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET COMMUNITY CENTER 120-040.03 Administration 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total 120-702.10 Tokay Players 200 Utility & Transportation 300 Supplies, Materials & Services Total 120-702.11 Lodi Arts Commission 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 600 Special Payments Total 120-702.12 Community Band 100 Personnel Services 300 Supplies, Materials & Services Total 120-702.13 Lodi Art Center 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land &Structures Total 120-702.14 Youth Drama 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services Total 120-704.01 Senior Citizens' Commission 100 Personnel Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total - 49 - 1987-88 1988-89 1989-90 Actual Budget Budget $ 69,705 $ 65,655 $ 80,670 6,753 4,860 5,700 5,200 9,610 11,395 580 -0- 1,100 82,238 T 80,125 98,865 $ 1,439 $ 1,400 $ 1,995 2,883 2,400 3,000 4,322 3,800 4,995 $ 3,155 $ 3,130 $ 3,175 700 650 900 2,387 2,020 13,080 75 -0- -0- 6,317 5,800 17,155 $ 807 $ 1,495 $ 1,610 529 500 500 1,336 1,995 2,110 $ 814 $ 650 $ 650 1,970 1,300 850 367 -0- -0- 3,151 1,950 1,500 $ 2,000 $ 2,000 $ 2,000 178 -0- -0- 375 500 500 2,553 2,5 T 2,500 $ 202 $ -0- $ 24,650 1,102 1,020 1,920 1,034 3,590 2,490 264 -0- 800 2,602 4,610 29,860 CITY OF LODI CITY OF LODI 1989-90 OPERATING BUDGET COMMUNITY CENTER (continued) 120-752.05 Maintenance 100 Personne3 Services 200 Utility & Transportation 300 Supplies, Materials & Services 500 Equipment, Land & Structures Total Total Community Center GRAND TOTAL: OPERATING BUDGETS 1987-88 1988-,89 1989-90 Actual Budget Budget $ 27,750 $ 25,925 $ 57,300- 13,785 13,500 22,425 19,635 27,510 30,660 -0- -0- 1,550 61,170 66,935 $111,935 163,689 $167,715 268,920 38,740,056 $41,861,845 48,504,680 0 � -50- CITY OF LODI EQUIPMENT PURCHASES 1989-90 Account Department New Replacement Total Number City Manager Sedan $15,000 012.0-012.02 Total $15,000 $15,000 Community Center Podium & Microphone $ 1,000 012.0-012.03 Total 1,000 $1,000 Community Development DP Hardware $ 9,000 012.0-012.04 Sedan $12,000 012.0-012.05 Total 9,000 $12,000 $21,000 Electric Utilit Anchoring System $ 3,000 016.1-680.02 Backhoe/Loader 45,000 016.1-680.03 Moisture Analyzer 3,500 016.1-680.04 Pole -Pulling Jack 1,150 016.1-680.05 Power Scope 17,500 016.1-680.06 Wacker -Tamper 2,600 016.1-680.07 Sedan 15,000 016.1-680.08 Temperature Calibrator 3,500 016.1-680.09 Bucket Truck $130,000 016.1-680.10 Conductor Covers 1,200 016.1-680.11 Pole Trailer 11,500 016.1-680.12 Radio Units (17) 20,000 016.1-680.13 Rotohammer 3,000 016.1-680.14 Total 91,250 $165,700 $256,950 - 51 - .. r.. ne I nni Equipment Purchases 1989-1990 Account Department New Replacement Total Number Finance. $ 3,500 012.0-012.17 FAX Machine $ 2,200 Note 2 Forklift 35,000 016.1-680.15 Storage Racks 15,000 016.1-680.19 TAB Shelves 1,800 012.0-012.08 Terminal 1,265 $ 6,630 012.0-012.09 Terminal 1,265 7,500 012.0-012.10 Terminal 1,265 12,000 012.0-012.11 Terminal 1,265 012.0-012.12 Printer $26,130 $ 5,940 012.0-012.13 Sedan 11,000 012.0-012.14 Sedan 11,000 012.0-012.15 Terminal 1,265 012.0-012.16 Total $59,060 29,205 $88,265 Fire Computer - $ 3,500 012.0-012.17 Computers (3) 10,000 012.0-012.18 Rescue Bags 2,500 012.0-012.19 SCBA (2) 2,600 012.0-012.20 Water Pump 1,055 012.0-012.21 Air Mask Upgrade $ 6,630 012.0-012.22 Copy Machine 7,500 012.0-012.23 Sedan 12,000 012.0-012.24 Total $19,655 $26,130 459785 52 - U, IL LAI [in [A L'A"', 11 IAII LJI LA A u A CITY OF LODI Equipment Purchases 1989-1990 Account Department New Replacement Total Number Parks and Recreation Parks Division Chlorine Control Units $ 1,355 012.0-012.25 Graffiti Remover 2,400 012.0-012.26 Gang Mower $42,000 012.0-012.27 Patrol Boat 8,000 012.0-012.28 Pick-up Truck 15,000 012.0-012.29 Van 15,000 012.0-012.30 Total $3,755 $80,000 $83,755 Recreation Division Terminals 2 $ 1,700 012.0-012.31 Van 15,000 012.0-012.32 Copier $ 7,500 012.0-012.33 Van 15,000 012.0-012.34 ;Total $16,700 $22,500 $399200 Police Lockers (15) $ 2,750 012.0-012.35 Narcotic Unit Computer 2,060 012.0-012.36 Radar Units (10) 10,795 012.0-012.37 Radio 4,000 012.0-012.38 Terminal 1,385 012.0-012.39 Black & Whites (3) $45,000 012.0-012.40 Dictaphones (3) 1,725 012.0-012.41 Sedan 13,500 012.0-012.42 Total $20,990 $60,225 $81,215 - 53 - / Equipment Purchases 1989-1990 (LII T ur LV UI Account Department New Replacement Total Number Public Works Equipment Analyzer $15,970 012.0-012.43 Microcomputers: . Administration 7,200 Note 6 . Building 12,015 012.0-012.44 . Engineering (2) 15,600 Note 1 . Equipment 14,210 012.0-012.45 Microcomputer - Portable 5,880 Note 4 Mobile Radio 2,265 012.0-012.46 Paving Box 16,535 012.0-012.47 Street Sweeper 20,000 Note 5 Storage Shelving 1,275 012.0-012.48 Cab and Chassis $ 12,500 Note 3 Cab and Chassis 12,500 Note 7 Emulsion Tank 23,745 012.0-012.49 Lawn Mower 1;380 012.0-012.50 Pick-up Truck 14,300 012.0-012.51 Pick-up with Utility Body 18,000 017.1-012.02 Radio 2,300 017.1-012.08 Reels and Hoses 5,000 012.0-012.52 Rodding Machine 25,760 017.1-012.06 Tools 5,000 017.1-012.09 Tractor Loader 38,520 Note 8 Trash Pumps 2,610 Note 9 Wacker Tamper 1,910 Note 10 Total $110,950 $163,525 $274,475 Total Equipment $332,360 $574,285 $906,645 Equipment Purchases 1989-1990 :ITY OF LODI SUMMARY Fund Amount . Equipment Fund (12.0) $432,065 . Sewer Capital (17.1) 94,590 • Water Capital (18.1) 43,530 . Utility Outlay Reserve (16.1) 306,950 . Transportation Development Act (124.0) 9,510 . Expense to 10-503.07 20,000 TOTAL 906,645 Note 1 33.33% 017.1-012.03 Note 7 50% 017.1-012.11 33.33% 018.1-012.03 50% 018.1-012.07 33.33% 124.0-012.02 Note 8 50% 017.1-012.12 Note 2 25% 017.1-012.04 50% 018.1-012.08 25% 018.1-012.04 25% 124.0-012.03 Note 9 50% 017.1-012.13 25% 012.0-012.07 50% 018.1-012.09 Note 3 50% 017.1-012.05 Note 10 50% 017.1-012.14 50% 018.1-012.05 50% 018.1-012.10 Note 4 33.33% 017.1-012.07 33.33% 018.1-012.06 33.33% 124.0-012.04 Note 5 Cost of the street sweeper is $92,335. Lease purchase cost is $20,000 per year for five years. This $20,000 is shown in account number 10-503.07. Note 6 25% 017.1-012.10 25% 018.1-012.02 25% 124.0-012.05 25% 012.0-012.53 - 55 - N CITY OF LODI CITY OF LODI PERSONNEL 1989-90 Authorized Recommended Net 1988-89 1989-90 Change ADMINISTRATION Administrative Assistant - City Manager 1 1 Administrative Clerk II 3 2 - 1 Administrative Clerk III 1 2 + 1 Assistant City Manager 1 1 City Attorney 1 1 City Clerk 1 1 City Manager 1 1 Community Center Director 1 1 Legal Secretary 1 1 Personnel Analyst 1 1 Personnel Director 1 1 Secretary to the.City Manager 1 1 Senior Coordinator 0 1 + 1 Total 14 15 + 1 COMMUNITY DEVELOPMENT Administrative Clerk III 1 1 Assistant Planner 1 1 Associate Planner 2 2 Building Inspector I 1 1 Building Inspector II 3 2 - 1 Building Inspector III 0 1 + 1 Chief Building Inspector 1 1 Community Development Director 1 1 Department Secretary 1 1, Total 11 11 -0- -57- CITY OF LODI 12 + 2 City of Lodi Personnel Authorized Recommended 1989-90 1988-89 1989-90 ELECTRIC UTILITY DEPARTMENT 1 1 Assistant Electric Utility Director 1 1 Assistant Electrical Estimator 1 1 Department Secretary 1 0 1 Electric Apparatus Repairperson 1 1 Electric Meter Technician 1 1 Electric Metering Electrician 1 1 Electric Troubleman 1 1 Electric Utility Director 1 1 Electric Utility Rate Analyst 1 1 Electric Utility Superintendent 1 1 Electrical Engineer 1 11 4 Electrical Engineer -Standards 2 3 Electrical Estimator 3 2 Electrical Technician 1 2 Electrician 2 4 4 Line Foreman 9 9 Lineman 1 1 Load Dispatcher 11 Manager - Rates and Resources 1 1 Sr. Electrical Technician 1 1 Sr. Utility Rate Analyst 3 3 Utility Service Operator +1 + 1 Total 37 39 + 2 FINANCE DEPARTMENT 10 12 + 2 Account Clerk 1 1 Accountant 2 2 Accounts Collector 1 1 Administrative Clerk II 1 1 Assistant Finance Director 1 1 Buyer 1 1 Buyer/Sr. Storekeeper 1 Data Processing Operations Specialist 1 1 Data Processing Programmer I 1 2 + 1 Data Processing Programmer II 1 1 Data Processing Supervisor 1 1 Department Secretary 1 1 Field Services Supervisor 1 1 Finance Director 4 4 Meter Reader 2 2 Parking Enforcement Assistant 1 1 Purchasing Officer 1 1 Revenue & Collection Technician 2 2 Sr. Account Clerk 1 1 Storekeeper Total 35 38 + 3 LTz; L Eli E], 1] 11 11 iJ � J, :ITY OF LODI City of Lodi Personnel 1989-90 POLICE DEPARTMENT Administrative Clerk II Administrative Clerk III Administrative Assistant Animal Control Officer Assistant Animal Control Officer Community Services Officer Crime Analyst Department Secretary Jailer -Dispatcher -Clerk Matron -Dispatcher -Clerk Police Chief Police Captain Police Lieutenant Police Officer Police Sergeant Services Division Supervisor PUBLIC WORKS DEPARTMENT Administration Administrative Assistant Administrative Clerk III Department Secretary Public Works Director Engineering Division Assistant City Engineer Associate Civil Engineer Engineering Assistant Engineering Technician II Engineering Technician Supervisor Jr. Civil Engineer Sr. Civil Engineer Public Works Inspector II Traffic Technician Authorized 1988-89 Recommended Net 1989-90 Change 4 5 + 1 3 3 1 1 1 1 4 4 -0- 1 1 2 2' 1 .1 7 7 1 1 1 1 6 6 7 7 1 1 3 3 4 4 47 48 + 1 8 8 1 1 Total 96 98 + 2 1 1 1 1 1 1 1 1 2 2� 4 4 -0- 1 2 2-1 1 111 4 3 2 2� 2 2� 1 1� 2 2' 0 1 - + 1 15 15 -0- ✓IV. ' I A-1 CITY OF LODI City of Lodi Personnel 1989-90 Buildinq and E ui ment Maintenance Building & Equipment Maintenance Superintendent Building Maintenance Worker Equipment Mechanic Supervisor Equipment Service Worker Heavy Equipment Mechanic Parts Coordinator Sr.,Building Maintenance Worker Sr. Heavy Equipment Mechanic Welder -Mechanic Authorized Recommended Net 1988-89 1989-90 Change 1 1 1- + 1 Administrative Clerk II 1 1 Administrative Cl.erk III 1 1 1 3 2 3 11 Sr. Tree Trimmer 2 2 Street Maintenance Worker II 5 0 1 +1 2 1 1 1" Street Superintendent 0 1 +1 2 2 2 Street Division 0 1- + 1 Administrative Clerk II 1 1~ Administrative Cl.erk III 1 Assistant Street Superintendent 1 3 Laborer 3 11 Sr. Tree Trimmer 9 9 Street Maintenance Worker II 5 5 Street Maintenance Worker III 2 2 Street Supervisor 1 1" Street Superintendent 1 1 Street Sweeper Operator 2 2 Tree Trimmer; 26 27 + 1 - 61 - CITY OF LODI City of Lodi Personnel 1989-90 Authorized Recommended Net 1988-89 1989-90 Change Water and Sewer Division 01 + 1 Assistant Water/Wastewater Superintendent 0 Laboratory Technician II 2 - Z 2 Plant & Equipment Mechanic 4 = ' 4, Laboratory Services Supervisor 1 4 1 - Y.5 (A)* + 1 Wastewater Plant Operator II Chief Wastewater Plant Operator 1 °-1 Wastewater Treatment Supervisor 1 1 - 1 1 - 12. (B)** + 1 Water/Wastewater Inspector Water/Wastewater Worker II 8 1. R 8k,. Water/Wastewater Worker III 4 a 4; Water/Wastewater Supervisor 3 3 3 Water/Wastewater Superintendent 1 1 30 33 + 3 Total Public Works 85 90 + 5 TOTAL PERSONNEL 372 38.6 + 14 * (A) April 1990 ** (B) July 1990 - 62 - , CITY OF LODI ELECTRIC UTILITY OUTLAY BUDGET 1989-90 16.1-650.02 System Improvement 100 Personnel Services 1987-88 1988-89 1989-90 9,354 500 Actual Budget Budget 16.1-650.01 System Expansion 16.1-650.03 Service Connections (Customer) 1,650 100 Personnel Services $ 1,353 $ 18,415 $ -0- 300 Supplies, Materials & Services 3 225 -0- 500 Equipment, Land & Structures 349 9,800 -0- Personnel Services Total 1,705 28,4 -0- 16.1-650.02 System Improvement 100 Personnel Services $115,577 300 Supplies, Materials & Services 9,354 500 Equipment, Land & Structures 131,380 .Total $256,311 16.1-650.03 Service Connections (Customer) 1,650 100 Personnel Services $ 26,674 300 Supplies, Materials &.Services 261 500 Equipment, Land & Structures 51,515' 76,210 Total 78,450 16.1-650.04 Liqhting Construction (Dusk -to -Dawn) 100 Personnel Services 774 300 Supplies, Materials & Services -0- 500 Equipment, Land & Structures 523 Total 1,297 16.1-650.11 New Business 100 Personnel Services $ 16,094 300 Supplies, Materials & Services 268 500 Equipment, Land & Structures 21,827 Total 38,189 $119,410 5,100 159,150 283,660 $ 34,615 700 39,000 74,315 $ 1,545 30 1,050 2,625 $ 25,340 200 20,000 45,540 $247,290 6,600 227,360 481,250 $ 35,445 700 39,000 75,145 $ 1,585 30 1,050 2,665 $ 14,935 200 9,000 24,135 16.1-650.23 Substation Construction $ 32,860 100 Personnel Services $ 88,000 $ 40,220 300 Supplies, Materials & Services 1,966 1,650 1,650 500 Equipment, Land & Structures 174,445 18,700 41,700 Total 264,411 60,570 76,210 - 63 - �t Tv IlC 1 /111 F 5 i I ' [A [A LM FOF LODI 90 OPERATING BUDGET 1987-88 1988-89 1989-90 ELECTRIC UTILITY OUTLAY BUDGET (continued) Actual Budget Budget 16.1-650.34 Inter -Connection 200 Utili'tyy—�nsportation $ 2,453 $ -O- $ -0- 300 Supplies, Materials & Services 281,574 -0- -0- Total $284,027 $— -0_ $. -0- 16.1-655.06 Lodi Avenue Underground $ 64,230 100 Personnel Services $ -0- $ 62,435 300 Supplies, Materials & Services -0- 1,000 1,000 500 Equipment, Land & Structures -0- 128,000 136,000 Total $ $191,435 $201,230 16.1-680.01 System Equipment Purchases $ 202 $ -0- $ -0- 100 Personnel Services 200 Utility & Transportation 63 -0- -0- 300 Supplies, Materials & Services 15,887 -O- -0- 500 Equipment, Land & Structures 393,917 435,540 306,950 Total $410,069 435,540 $306,95U Total Electric Utility Outlay Budget $1,3349459 $1,122,125 $1,1679585 J F 5 i I ' [A [A LM IM Na N ' O W F� O O to N N F (TI -VN w N 00 V CITY OF LODI n m y 41 �-, ao 471)' --1 to cn N to z D n m T+ W r o C) c O z�>= < << p,ca= V m ct O c+ -J Ul (D N tS N N N N N to � r Z O n SU ch (D 7c C) (D c+ N C+ c+ = SL 7C c+ m W O (yl a' -S O Ul (D c+ (D (D .Iv Z 1 O a O O Ul Ul O I v N (D -a N ---I a a a E3 = IZ c+ 0 (D J. co O -S -n O a Z c+ n. 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M N N 'a (D (D O < N O O n � (D N (D J S c+ N 117 J. C) -' C:) O a c+ 'l; (D c+ N SL I 20 3 s` W SL a O c+ -a 0 (D -� Jr sv N 0 4�:- 0) (D O (-t'a O-.-1 O (D a n J. N C+ r m Ul C a C On QJ. O c -t. 0 -S (D (D IZ a N C+ 01 SL Cn O t< 'a O (D n c N ---� v sv -rl 1-4 C) = O N a c'+ -+� Q (D (D -S "S N Q D r m r m C-) 00 n to ---i O F-+ r H CITY OF LODI "Vol, N r (A z r N (n F. - << O C (D J• (D << -i (n 0. 0- i to -S N C) 01 J. N l0 =' < c't —i (D O Ch co Ch J• (D CO Ln O Ul O W O CD r O < ct N O (D O -I m M A! (D t0 H (n m C) N O N n n C r S` c w (D C) O v m J• (D H O cn cn Ln O N (n m c '-I s C O N (D < n O C) M-0 O ( C Cv (D O C1 N C "S Cl+ O C) cF (D c * s= J' (D (_ r+ Ct -'I C Z (� J• N N H "S O f+- O (D C ct O N N O —I 1 (D r c+ -5 n O N 0 W ty c � o � m —1 W � N l0 cn w 1-- W -P. Cn -A N •A F + Ln V Y 1 V V W N O l0 Ln .P N -P W 01 w 00 4!::- 0.0 C.n O O (.n Ln U"1 O "Vol, N O O "i N 'bq. F. - J. n O O w .A C -� W N H I Cil N l0 1-+ l0 V O l0 O m N) O O W CO Ln O Ul O W O CD O O O O O O O O v N O O "i N O < O J. n CT O w .A C -� W N H 01 Cil N l0 1-+ l0 V O l0 O V O O O W M Ln O O O Cn O CT O O O O O O O O v N O O "i N O < O J. n N C -� w 3 3 p n M O O V N V O -i "n 3 (n m 0) c N r cr -a O m W (D W -0 V n O Z = — -I O J. Q, J• FJ A! (D t0 H (n co C) N l0 N n 1 C Ln l0 -i w O H Ln r r cn O H O cn cn Ln O O (n m c `+s c r w cn c -�• n O C) M-0 O ( C Cv (D O I O = C (D C1 c+ O N u � m —i 66 -� w N p M O O V N V 00 -i 0) N CTt F- O V V V Y Y V Cn t0 N N f-+ m 1—+ N n 00 Ln w I.- w Cr -P Ln r cn O O O cn cn Ln O 66 r�Tv nc � nn� SCHEDULE K DENTAL INSURANCE AND LONG-TERM DISABILITY INSURANCE RESERVE STATEMENT OF RESOURCES AND REQUIREMENTS 1989-90 ESTIMATED FINANCING RESOURCES INTERFUND TRANSFERS Dental Cost Allocations $145,830 Long -Term Disability Cost Allocations 105,000 Employees' Contribution 18,160 COBRA Participant Payments 5,840 Total $274,830 TOTAL ESTIMATED FINANCING RESOURCES $274,830 ESTIMATED REQUIREMENTS OPERATING EXPENSES Dental Claims $140,590 Dental Claims Administration 28,120 Long -Term Disability Claims 12,000 Long -Term Disability Insurance 93,000 Total $273,710 CONTRIBUTIONS TO OTHER FUNDS Self -Insured Reserve $ 1,120 Total $ 1,120 TOTAL ESTIMATED REQUIREMENTS $274,830 -67- CITY OF LODI PUBLIC LIABILITY INSURANCE RESERVE STATEMENT OF RESOURCES AND REQUIREMENTS 1989-90 ESTIMATED FINANCING RESOURCES CONTRIBUTIONS FROM OTHER FUNDS INTEREST TOTAL ESTIMATED RESOURCES ESTIMATED REQUIREMENTS OPERATING EXPENSES Professional Services Insurance Premiums Claims Travel Materials & Supplies 'Total SELF-INSURED RESERVE Total TOTAL ESTIMATED REQUIREMENTS $ 15,000 296,620 50,000 1,000 2,500 $365,120 $ 48,400 $365,120 $ 48,400 SCHEDULE L $413,52Q $413,520 CITY OF LODI SELF-INSURANCE FUNDS 1989-90 28.020.02 Medical Insurance 100 Personne Services 300 Supplies, Materials & Services 1987-88 1988-89 1989-90 Actual Budget Budget $ _0_ $ -0- $ 90,000 _0_ -0- 250,000 Total $ -0- $ -0-- 3409000 Total Medical Fund 29-020.02 Dental Insurance 100 Personnel Services 300 Supplies, Materials & Services $120,168 _ $115,830 22,832 22,005 Total $143,000 137,835 29-020.03 Long -Term Disability 100 Personnel Services 300 Supplies, Materials . & Services Total Total Dental & Long -Term Disability Fund Total PUBLIC LIABILITY FUND 30-020 02 PL & PD Insurance $ 65,401 29,521 94;922 $ 67,930 12,000 79,930 $340,000 $140,590 28,120 168,710 $ 93,000 12,000 105,000 237,922 217, $273,710 200 Utility & Transportation $ 432 $ -0-. 300 Supplies, Materials & Services 316,985 338,150 Total 317,417 T338,150 $ 1,000 364,120 $365,125 Total Public Liability Insurance Fund 317,417 338,150 $365,120 Less Inter -Fund Transfers - Enterprise Funds Total Net Public Liability Insurance Fund - 71 - $ 60,309 $ 57,490 $ 60,610 257,108 280,660 304,510 CITY OF LODI Self -Insurance Funds 1989-90 ` 1987-88 1988-89 1989-90 Actual Budget Budget WORKERS' COMPENSATION INSURANCE FUND 31-020.02 Workers' Compensation Insurance 100 Personnel Services $172,065 $159,000 $155,000 200. Utility & Transportation 3,806 -0- -0- 300 Supplies, Materials & Services 187,081 210,860 257,000 500 Equipment, Land & Structures -0- -0- 500 Total 362,952 $369,860 412,500 Total Workers' Compensation Fund -72- 362,952 $369,860 412,500 CITY OF L001 WASTEWATER CAPITAL OUTLAY STATEMENT OF RESOURCES AND REQUIREMENTS 1989-90 ESTIMATED FINANCING INTER -FUND TRANSFERS Plant and Equipment Depreciation $316,875 Sewer Fund 500,300 Total TOTAL ESTIMATED FINANCING ESTIMATED REQUIREMENTS BOND PRINCIPAL WASTEWATER CAPITAL RESERVE TOTAL ESTIMATED REQUIREMENTS wlcm $817,175 $239,075 $578,100 SCHEDULE N $817,175 $817,175 CITY OF LODI SCHEDULE 0 MEDICAL SELF-INSURANCE FUND STATEMENT OF RESOURCES AND REQUIREMENTS 1989-90 ESTIMATED FINANCING RESOURCES INTERFUND TRANSFERS Medical Cost Allocations $308,275 Retirees Participant Payments 61,725 Total $370,000 TOTAL ESTIMATED FINANCING RESOURCES $370,000 ESTIMATED REQUIREMENTS OPERATING EXPENSES Excess Insurance $ 80,000 Medical Claims Administration *10,000 Medical Payments 250,000 Total $340,000 .CONTRIBUTIONS TO OTHER FUNDS Self -Insured Reserve $ 30,000 Total $ 30,000 TOTAL ESTIMATED REQUIREMENTS $370,000 - 75 -