HomeMy WebLinkAboutAgenda Report - May 17, 1989 (63)C 0- A C I L C 0 M M U N I C A 1 O N
TO: THE CITY COUNCIL
FROM: THE CITY MANAGER'S OFFICE
SUBJECT:
COUNCIL MEETING DATE
MAY li, i985 v
PROPOSR) 1989-90 SAN JOAQUIN COUNTY COUNCIL OF COVERNllMEa IS BUDGET
PREPARED BY:
RECOMMENDED ACTION:
City Manager
That the City Council adopt Resolution No. 89-55
ratifying approval of the 1988-89 San Joaquin
County Council of Governments Operating Budget.
BACKGROUND WRMATION : The City Council has been requested by the Board
of Directors of the San Joaquin County Council of
Governments to ratify COG's budget previously
approved by the Board. This is being done in
compliance with the terms and conditions of the Joint Powers Agreement
between COG and each member agency. A copy of the cover letter and budget is
attached (Exhibit A).
Respectfully submitted,
Thomas A. Peterson
City Manager
TAP b r
Attachment
COUNC562
1860 EAST NAZELTON AVENciE
STOCKTON CALIFORNIA 95205
TELEPHONE (209) 468 3913
SAN JOAQUIN COUNTY COUNCIL OF GOVERNMENTS
Mr. Thomas Peterson
City Manager
221 W. Pine Street
Lodi, CA 95240
Dear Mr. Peterson:
April 27, 2989
Enclosed are copies of the San Joaquin County Council of Governments budget approved
by the COG Board at their regularly scheduled meeting of April 25,1989.
In accordance with the adopted Joint Powers Agreement, which established the creation of
the COG,the budget must be forwarded to all member agencies for their review and ratifi-
cation. Upon ratification by a majority of its member governments, namely five in number,
representing at least fifty-five percent (55%) of the population within the county, such
budget vfill then serve as the approved budget for the coming fiscal year.
For the most part, the budget either remains essentially the same as last year or reflects
nonwl growth and inflation. There are some noteable exceptions however, which I feel are
worthy of additional comment or explanation.
Line Item 101.002 Salaries- Cafeteria is a new line item added this year. It was previously
carried within Salaries Contractual and therefore not reflected separately. This will now
remain a separate line item.
Big increases are reflected in line items 191 Retirement and 1930 ASDI. Currentl , only
the Director and Deputy Director are covered under the retirement program and social
security system Consideration is being given to ;offering retirement coverage to all the
other COG employees and as such, funds are being programmed.
There was a Jump in Line Item 206 Communicationswhich resulted from the installation of
a toll free 800 number in the office for the ridesharing program. Previously, we had a state
line in the office for ttris use and the state paid all the costs. As this line was discontinued it
was nccessary to include an 800 numbered line wherein we have monthly'costs plus a fee for
each call received on the line. The Ridesharing grant covers this cost.
The biggest_increase in line item 217 comes about as a result of the dramatic increase in
commuter air fares within the state. Frequent trips are made throughout the state for busi-
ness related matters and the increased fares add considerable cost. Additionally, the COG
Board revised its policy allowing additional COG Board members to attendyCALCOG
meetings. Previously, only one member was authorized to dttend.
Line Item 220 Professional and Special Services is a very large budgetary item. This total
will vary considerably from year to year depending upon COG's activities and particularly
the number of consultants that will be used for various projects throughout the year. Line
Item 220-0083 is merely a pass through of UMTA funds to the Stockton Metropolitan
Transit District to cover transit planning activities by the district.
• COUNTY OF SAN JOAQUIN • CITIE` OF STOCKTON, LODI, TRACY, MANTECA, ESCALON, RIPON •
Page Two
4/27/89
Mr. Peterson
The fixed assets under line item 451 include office and computer equipment that are
needed to either replace brokea or outdated equipment or improve COG s overall capabili-
ties.
I would appreciate it if you would schedule this matter before the City Council at the next
available opportunity.
I will be available to appear before the Council at such time as it is heard, if you feel it is
necessary.
s
With the exception of a small amount pa,.d by the County to cover the o eration of the
Airport Land Use Commission, all of the costs are covered b Federal, tate, and TDA
fords. Once again the COGremains one of the few COG'S in estate that does not assess I
dues to its member governments.
Sh .ild h th' 1 f 1 f II
V you ave any questions concerning is matter, p ease ee ree to give me a Ca .
truly yours
PETER D. VERDOOM
Executive Director
CITY COUNCIL
JOHN R. (Randy) SNIDER. Mayor
DAVID M. HINCHMAN
Mayor Pro Tempore
EVELYN M.OLSON
JAMES W. PINKERTON, Jr.
FRED M. REID
CITY OF LOD I
CITY HALL, 221 WEST PINE STREET
CALL BOX 3006
LODI, CALIFORNIA 95241-1910
(209)334-5634
TELECOPIER : (209) 333-6795
May 19, 1989
Mr. Peter D. Verpoorn
Executive Director
San Joaquin County Council of Governments
1860 East Hazelton Avenue
Stockton, CA 95205
Dear Mr. Verpoorn:
TWIMAS; PETERSON
City Manager
ALICE M REIMCeiiy Clerk
BOB McNATT
City Attorney
Please be advised that the Lodi City Council, at its meeting of May 17,
1989, adopted Resolution No. 89-55 ratifying Approval of the Proposed
1989-90 San Joaquin County Council of Governments' Budget.
enclosed a certified copy of Resolution No. 89-55 for your
RESOLUTION N0. 89-55
A RESOLUTION OF THE LODI CITY COUNCIL
RATIFYING APPROWL OF THE PROPOSED 1989-90
SAN JOAQUIN COUNTY COUNCIL CF GOVERNMENTS' BUDGET
RESOLVED, that the City Council of the City of Lodi, following
review, does hereby ratify the approval of the San Joaquin County
Council of Governments' proposed budg,t for Fiscal Year 1989-90, a copy
of which is attached hereto as Exhiuit A, and thereby made a part
hereof.
Dated: May 17, 1989
I hereby certify that Resolution No. 89-55 was passed and
adopted by the City Council of the City of Lodi i n a regular
meeting held May 17, 1989 by the following vote:
Ayes
Noes :
Absent
Council Members - Hinchman, Olson, Pinkerton, R -aid and
Snider (Mayo-)
Council Members - None
Council Members - None
R
Alice M. mche
City Clerk
89-55
SAN JOAQUIN COUNTY COUNCIL OF GOVERM4ENTS
Preliminary - 1989-90 LINE ITEM BUDGET AND JUSTIFICATION
(0346010)
The following are the salaries and fringe benefits for the staff
of the San Joaquin County Council of Governments for the 1989-90
Fiscal Year and include any step increases that the staff are
entitled to. All fringe benefits are programmed at the rate
anticipated by the County for the coming year.
LINE BUDGETED REQUESTED
ITEM DESCRIPTION 1988..-89 1989-90
101- SAU..RIES - CAFETERIA $ -0- $ 9,500
002
131 SALARIES - EXTRA HELP
141
189
191
$ 7,000 $ 7,850
This is to secure extra help during the
summer months of the year in undertaking
the traffic counts and other needed
tasks. This will save considerable
monies in not having to utilize COG
staff at considerably higher salaries.
SALARIES - CONTRACTUAL $358,659 $391 721
This category includes all COG's full-
time positions. The calculated salaries
allow for normal step increases and any
salary adjustments that may be approved.
The follcwing provides a breakdown of
classifications within COG.
1 Executive Director
1 Deputy Director
3 Associate Planners
3 Assistant Planners
1 Account Technician II
1 Clerk Steno II
1 Clerk Typist 11
UNEMPLOYMENT COMPENSATION
RET I REbtE�TT
193 DASD I
193- MEDICARE
053
194 LIFE INSURANCE
3
$ 1,061
$
1,176
$ 12,634
$
47,4CO
$ 8,198
$
28,350
$ 764
$
1,320
$ 200
$
135'
195 HEALTH INSURANCE $ 16,700 $ 17,905
LINE DESCRIPTION 1988-89D R1 89-90
ED
ITEM
196 DENTAL INSURANCE
199 VISION CARE
TOTAL SALARIES AND EMPLOYEE BENEFITS
201 OFFICE EXPENSE - GENERAL
$ 2,113
$ 470
$407,799
$ 2,560
$ 561
$508,423
$ 15,000 $ 15,000
The expenses in this category include
all regular office supplies essential to
the operation of the COG as a Planning
Agency. One cost included in this line
item is printing. Although we have re-
duced the amount of outside printing
being done, there are some special
publications requiring a printers ex-
pertise. These documents can be costly.
A portion of this cost also reflects
supplies for the Ridesharina Program.
Some of the expense also includes com-
puter software upgrades.
202 OFFICE EXPENSE - POSTAGE $ 5,700 $ 6,000
One of the functions of the COG i s to
promote intergovernmental cooperation.
and coordination. This necessitates a
considerable tvmount of information dis-
semination through the mails, a major
portion of which are referrals of fed-
eral grant requests, planning documents,
and review materials for the COG Board
and other committees. Mail rates conti-
nue to increase and has contributed to
an increase in the postage budget. The '*x;
total cost Cor postage also reflects
the volume of mailenerated b the COG '
g Y
and the expanding use of the mails by
the Ridesharing Program.
203 SUBSCRIPTIONS AND PERIODICALS $ 200 $ 200 }}
is
This budget item is used to purchase
technical documents published by the '
Federal Department of Transportation and
other agencies. These documents and
other periodicals provide the current
technical library support that is help-
ful in the preparation of transportation
reports, plans, and in keeping abreast
of the state of the art. R
LINE - BUDGETED REQUESTED
TTFM nFSCRTPTT0N 1988-89 1989-90
206 COIL X7 iICATIONS
209
21.1
$ 5,679 $ 81000
Communications, specifically the tele-
phone, play an important part in carry-
ing out the coordination of OJG's Trans-
portation Planning functions with local,
State, and Federal agencies. The 03G1
coordination efforts require a consider-
able amount of long distance calling.
A significant portion of the cost res-
ults fram maintaining a toll free
ridesharing number. This number
receives a high volume of c -11s but is
covered from the Rideshare grant.
MEMBERSHIPS
$ 1,900 $ 1,900
Included in memberships are 03G's mem-
berships in Ca1COG ($1,050) and in the
California Association of Coordinated
Transportation (CALACT - $50). In addi-
tion there are staff memberships for the
professional planners in the American
Planning Association (APA - $700).
EQUIPMENT MAINTENANCE $ 2,500 $ 2,500
This line item includes funds for the
maintenance and repair of the office j
equipment, primarily the computers.
Service contracts for the computers are
extremely costly so all service and
repairs will be paid from this fund as
needed. Although there may not be a
need for the full amount, as evidenced
in the current year, it is well to have
it should it be needed. 1
214 RENTS AND LEASES - EQUIPMENT $ 4,800 $ 5,640 i
The cost incurred within this line item
reflect 03G's copying costs. COG leased
a new copy machine last year and now
publishes almost all their own docu-
ments. Although our rents and leases
budget has increased we have cut back
considerably on our printing costs.
LINE
ITEM DESCRIPTION
217 TRANSPORTATION AND TRAVEL
BUDGETED REQUESiFD
1988-89 1989-50
COGGIs are for the most part govern-
mental in nature and frequent interac-
tion- with other agencies outside the
County is essential. Trips outside of
the County are for these essential meet-
ings and for training and/or special
educational purposes which enable staff
to conduct their duties in a more knowl-
edgeable fashion. Changes in the trans-
portation planning profession occur
frequently and rapidly, and the opportu-
nity to attend conferences, workshops,
and training courses will grealty assist
staff in providing tachni,cal assistance
to local governments as well as provid-
ing direction to the preparation and
implementation of transportation plans,
The significant increase in this line
item results from the COG Boards new
policy 'of authorizing the attendance of
four COG Board members at CALCOG meet-
ings, Previously only one member was
authorized to go at COG expense. Addi-
tionally there has been a notable
increase in travel costs in general,
particularly airfare.
Some typical travel needs for the year
include=
. Ridesharing travel, training and out-
reach - $2,500
. 1 Workshop sponsored by the Institute
of Transportation Studies - $350
. 1 Training Course sponsored by Federal
DOT - $400
. 4 workshops or technical seminars
sponsored by Caltrans (usually in San
Francisco or Sacramento) - $500
. Mileage reimbursements for usa of per-
sonal cars - $2,000
. Meal reimbursements for required
attendance at meetings - $1,200
. 8 meetings of the Calif. COG Directors
(statewide, usually N. Calif.)
$1,500
. 1 national conference or business
meriting of significant importance -
$1,400
$10,510 $17,590
FJ
LINE
ITEM DESCRIPTION
218
220
BUDG;.TED REQUESTED
1988-89 1939-90
. Attendance for two at the annual
Intermodal Planning Group Conference
- $1,250
. 4 dinner meetings of the COG Execu-
tive Committee - $160
. LOG Board and staff attendance at
CALCOG - $3,830
, Staff participation in RTPA - $2,500
Request - $17.590
MOTOR POOL
$ 1,000 $ 1,000
The costs shown are for COG use of motor
pool vehicles for trips generally out-
side the County. Most of staff travel
is by use of their personal car for
which they are reimbursed on a mileage
basis. ,
PROFESSIONAL AND SPECIAL SERVICES
Funds included in this line item are
used chiefly to carry out contractual
work and special tasks spelled out in
the COG Overall Work Program. Some of
the tasks include: annual financial and
compliance audits - $20,000; Ridesharing
Program for Stanislaus County -
$40,000; legislative bill service -
$2,500; Specialized staff computer
training - $2,000; A revised EIR for
the updated Regional Transportation
Plan - $20,000. A Route 99 Planning
Study - $67,500, A recalibration of
COD's transportation model - $2,000; and
an update of the Airport Land Use Plan
$20,000,
$177,500
Some costs reflected above are calcu-
lated estimates and subject to further
refinement.
220- SPECIAL DISTRICT ACCOUNT REPORTS $ 60
0010
220- SMTD CONTRACTUAL CHARGES $ 25,200
0083
These are UMTA grant funds that COG
passes through to SMTD to perform cer-
tain transit planning functions.
$174,000
$ 60
$ 25,200
LINE
BUDGETED
REQUESTED
ITEM
n79rRTPTTQW 1988-89
1989-90
220-
ALLOCATED SERVICE DEPARTMENT COSTS $ 2,747
S 972
0200
This figure represents the cost alloca-
tion plan prepared by the County as the
estimated charges for services rendered
by the County to the COG during the fis-
cal year. A t the end of the year they
calculate the precise charge and make an
adjuatraent or roll forward on the fol-
lowing year's billing.
223
PUBLICATIONS AND LEGAL NOTICES $ 960
$ 1,700
In the course of the year, it is neces-
sary to advertise public hearings for
the j,urpose of adopting various plans
i
and plan elements. The funds requested
;
are an estimate of such a need.
i
232
INSURANCE - WORKER'S COMPENSATION $ 553
$ 645
This figure is based on estimates pre-
pared by the County
f
i,
236
INSURANCE - CASUALTY $ 156
$ 62
Exact figures for this cost center are
derived by the County.
260
BUILDING MAINTENANCE $ -0-
$ 500
j 3
This catagory has been included to cover
costs involving office renovations, con-
structing cabinets or shelves etc.
264
RENTS - STRUCTURES AND GROUNDS $ 9,000
$ 9,000`'
This figure is calculated by the County
based upon the square footage of the
office space leased by the COG.
q
TOTAL - SERVICES AND SUPPLIES $263,465
$269,969
LINE BUDGETED REQUESTED
ITEM DESCRIPTION 1988-89 1989-90
451 FIXED ASSETS
A) Office Equipment
. One Executive Chair $ 650
. One small panel table $ 265
. Misc. Office Equip. $ 250
B) Computer Equipment
. One replacement computer system $ 6,000
(Compaq 386 - 20e Mod 40)
. TNo EGA Displays + Cards $ 1,650
. One -HP Laserjet Series II -D Printer $ 3,250
TOTAL FIXED ASSETS $ 12,641 $ 12,065
BUDGET TOTALS
Total Salaries
Total Fringe Benefits
Total Services and Supplies
Total Fixed Assets
Ito] V11
0
Budgeted
Requested
-.- - 1988-89
1989-90
$365,659
$409,021
$ 42,140
$ 99,402
$263,465
$269,969
$ 12,641
$ 12,065
$683,905
$790,457"
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L77 S.Ssx
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SAN JOAQUIN COUNTY
COUNCIL OF
GOVERNMENTS
1989-90 Line
Item Budget
Estimated
Line
Budgeted
Actual
Requested
Item
Description
1988-89
1988-89
1989-90
101
Salaries - Cafeteria
-0-
9,500
9,500
131
Salaries - Extra Help
7,000
7,000
7,800
141
Salaries -
Contractual
358,659
346,500
391,721
189
Unemployment Comp.
1,061
900
1,176
191
Retirement
12,634
12,634
47,400
193
OASDI
8,198
7,523
28,350
193-
003
Medicare
764
609
1,320
194
Life Insurance
200
3b9
135
195
Health Insurance
16,700
16,576
17,900
196
Dental Insurance
2 ,113
1,872
2,560
199
Vision Care
470
421
561
201
Office Expense -
General
15,000
13,000
157000
202
Office Expense -
Postage
57700
57600
6,000
203
Subscriptions and
Periodicals
200
200
200
206
Communications
5,679
8,000
8,000
209
Memberships
17900
1,900
1,900
211
Equipment Maintenance
2,500
500
2,500
214
Rents & Leases -
Equipment
4,800
5,640
5,640
217
Transportation and
Travel
10,510
117000
17,590
218
Motor Pool
1,000
600
1,000
220
Professional and
special Services
1777500
100,000
174,000
220-
Special District
Account Reports
60
60
60
220-
SMTD Contractual
0083
Charges
257200
257200
25,200
220-
Allocated Service
0200
Department Costs
2,747
1,840
972
223
Publications and
Legal Notices
960
1,600
1,700
232
Insurance - Workers
Compensation
553
553
645
236
Insurance - Casualty
156
1.56
62
260
Building Maintenance
-0-
100
500
264
Rents - Structures
97000
97000
97000
451
Fixed Assets
127641
117500
127065
TOTALS
$6837905
$600,373
$790,457