HomeMy WebLinkAboutMinutes - January 4, 2005 SMLODI CITY COUNCIL
SPECIAL CITY COUNCIL MEETING
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, JANUARY 4, 2005
A. CALL TO ORDER / ROLL CALL
The Special City Council meeting of January 4, 2005, was called to order by Mayor Beckman at
7:06 a.m.
Present: Council Members — Hansen, Hitchcock, Johnson, Mounce, and Mayor Beckman
Absent: Council Members — None
Also Present: Interim City Manager Keeter, City Attorney Schwabauer, and City Clerk Blackston
B. REGULAR CALENDAR
B-1 "Discussion and appropriate action regarding the formation of a City of Lodi Budget
Commission"
Interim City Manager Keeter reviewed the makeup of the City Manager's 2004 Budget
Advisory Committee. She explained that it was established to serve the City of Lodi in an
advisory capacity in matters pertaining to City finances. The functions were to review the
budget, procedures, or any specific study items as requested by the City Manager. In
addition, the Committee was to provide written recommendations to the City Manager, as
well as written advantages and disadvantages for each recommendation, and to provide oral
presentations to the City Council at the City Manager's request or at the Committee's
initiative. Ms. Keeter also reviewed a list of responses from other cities regarding their
budget and finance committees, commissions, and task forces.
Mayor Beckman explained that the goal of this meeting was to discuss various questions
related to the formation of a budget commission and bring the matter back at a regular
meeting for adoption.
Council Member Hansen emphasized the importance of defining the role and goals of such
a body and educating it on the challenges the City faces. He felt that one of its roles would
be to assist the Council in educating the community about these challenges.
Mayor Beckman stated that he had envisioned the Budget Commission to be similar to the
Planning Commission, which has seven members who comply with the Brown Act and
Political Reform Act (i.e. file conflict of interest statements). The Commission would vote
on the budget and forward it to Council as a recommendation. He suggested that the
Commission review the budget in detail, adhering to established budget policies. By doing
so, it would alleviate the need for Council to have multiple meetings on the detail of the
budget prior to its final adoption.
In response to Council inquiries, Finance Director Krueger described the Budget Committee
process that the State of Oregon (where he was formerly employed instituted. Separate
budget columns delineated what was requested, recommended, proposed, and finally
approved. This kept the public aware of what was requested by Department Heads, what
was approved by the Budget Committee, and what was adopted by Council.
Mayor Pro Tempore Hitchcock expressed concern about forming a "commission" and
potentially giving up some of Council's responsibility to the body. She suggested that it
might be better to form a "committee" initially and evaluate it for a period of time.
Council Member Hansen agreed with Ms. Hitchcock, stating that he did not want to pass
on any responsibilities he has as a Council Member. He noted that during the budget
process Council is lobbied by various groups, and the Budget Commission, as described
by Mayor Beckman, would move that aspect down to the Commission level and bypass
Council. He felt it was important for Council to put into place (e.g. through an ordinance)
mechanisms to be a financially conservative city. It would be important for a Budget
Commission to understand Council's short- and long-term goals.
Continued January 4, 2005
Mayor Pro Tempore Hitchcock preferred that the Commission vote on the budget prior to
bringing it forward to Council for consideration. It should consider the level of detail that
Council has in the past, including personnel, significant expenditures, reductions, and
revenue enhancements. She felt that be composition of the Commission should be a
broad cross section to include staff, community members, and Council.
Mayor Beckman summarized that Council appears to want specific recommendations from
the Budget "Committee," the Committee should vote on the budget prior to it coming before
Council, it should work within current and existing budget policies, comply with the Brown
Act, and it would be a Council Committee as opposed to a City Manager's Committee.
Council Member Johnson warned that if Budget Committee members were subject to the
Political Reform Act, the requirement to disclose personal assets might exclude the "best
and brightest" of the community.
Council Member Hansen commented that the new City Manager should have an opportunity
to provide input on the subject of forming a Budget Committee before Council approves it.
In response to Mayor Beckman, Ms. Keeter reported that, historically, Department Heads
have presented their budget requests to a group consisting of the City Manager, Deputy
City Manager, Finance Director, and a Management Analyst. This group developed a
recommendation, which was incorporated into the budget and presented to Council.
Mayor Beckman suggested that the Budget Committee be part of the group Ms. Keeter
described.
Mayor Pro Tempore Hitchcock and Council Member Hansen were opposed to
Mr. Beckman's suggestion, as they envisioned the Committee to maintain some autonomy.
Ms. Keeter suggested that the Budget Committee review only significant expenditure
requests rather than line items.
Discussion ensued regarding the number of members, terms, and how they would be
selected. Council concurred with the following:
➢ The Budget Committee would be comprised of seven members;
➢ Vacancies would be posted and applications solicited;
➢ Initially four members would serve four-year terms and three members would serve two-
year terms;
➢ Each Council Member would make one recommendation, and the remaining two
Committee members would be selected from the highest ranked (by Council)
applications;
➢ After initial formation, vacancies would be filled as are others, i.e. by the Mayor's
recommendation with Council approval;
➢ It would be a budget "formation" committee, as opposed to an "oversight" committee.
Mayor Pro Tempore Hitchcock preferred that two members be representatives from
employee bargaining groups.
Council Members Hansen, Johnson, and Mounce agreed that no special interest groups
should be represented on the Budget Committee.
W
Continued January 4, 2005
MOTION / VOTE:
There was no Council action taken on this matter.
C. ADJOURNMENT
There being no further business to come before the City Council, the meeting was adjourned at 8:30
a.m.
ATTEST:
Susan J. Blackston
City Clerk