HomeMy WebLinkAboutMinutes - April 30, 2008 SMLODI CITY COUNCIL
SPECIAL CITY COUNCIL MEETING
CARNEGIE FORUM, 305 WEST PINE STREET
WEDNESDAY, APRIL 30, 2008
A. CALL TO ORDER / ROLL CALL
The Special City Council meeting of April 30, 2008, was called to order by Mayor Mounce at
7:01 p.m.
Present: Council Members — Hitchcock, Johnson, Katzakian, and Mayor Mounce
Absent: Council Members — Hansen
Also Present: City Manager King, City Attorney Schwabauer, and City Clerk Johl
B. REGULAR CALENDAR
B-1 "Council Direction with Regard to Credit Enhancement Alternatives and/or Refinancing for
the 2002 Electric Utility Certificates of Participation"
City Manager King stated there is no need for action or discussion on this item as the
pertinent information has not been received.
In response to Council Member Hitchcock, Mr. King stated the email sent today to the City
Council essentially removes an alternative for consideration with respect to the Electric
Utility Certificates of Participation (COP).
B-2 "Overview of 2008-09 Operating and Capital Outlay Budget"
City Manager King briefly introduced the subject matter of the 2008-09 operating and capital
outlay budget. Mr. King reviewed the anticipated timeline for review and adoption of the final
budget including individual departmental reports.
Mr. King provided a PowerPoint presentation regarding the operating and capital outlay
budget for the 2008-09 fiscal year. Specific topics of discussion included budget highlights,
all funds expenditures, ratio of total expenditures, City organizational chart, total Citywide
staffing, unreserved general fund balance, general fund statement of estimated changes in
fund balance, general fund revenues, selected general fund revenues, year to year general
fund revenue decline, general fund revenue history, history inflated Consumer Price Index
(CPI), sales and use tax, sales tax per capita, property taxes, property tax per capita, in -
lieu franchise electric, PILOT history, in -lieu Vehicle License Fee, Senate Bill 90, business
license tax, Transient Occupancy Tax (TOT), cable television franchise, gas franchise,
Educational Revenue Augmentation Fund, considerations for the general fund, general fund
expenses, personnel assets, allocation of 2002 COPs, donations and special events,
department budget variances, Police and Fire budgets, public safety budget versus property
sales tax total, Parks and Recreation comparison, Community Center comparison, position
changes for the Community Center, Community Development, Electric Utility, Internal
Services, Library, Parks and Recreation, Police, Public Works, electric utility enterprise
fund statement of estimated changes in fund balance, organizational chart for Electric
Utility, wastewater utility enterprise fund statement of estimated changes in fund balance,
water utility enterprise fund statement of estimated changes in fund balance, organizational
chart for water services, Ibrary fund statement of estimated changes in fund balance,
Library organizational chart, capital outlay fund statement of estimated changes in fund
balance, community development fund statement of estimated changes in fund balance,
Community Development organizational chart, Community Development Block Grant
(CDBG) fund statement of estimated changes in fund balance, employee benefits internal
services fund statement of estimated changes in fund balance, vehicle and equipment
replacement funds statement of estimated changes in fund balance, self-insurance internal
services funds statement of estimated changes in fund balance, public safety special
revenue funds statement of estimated changes in fund balance, street funds statement of
estimated changes in fund balance, Streets and Drainage organizational chart, transit funds
Continued April 30, 2008
statement of estimated changes in fund balance, Transportation Development Pct fund
statement of estimated changes in fund balance, trust and agency funds statement of
estimated changes in fund balance, debt service funds statement of estimated changes in
fund balance, fleet services internal services fund statement of estimated changes in fund
balance, Fleet and Facilities organizational chart, community center fund statement of
estimated changes in fund balance, Community Center organizational chart, recreation fund
statement of estimated changes in fund balance, and Parks and Recreation organizational
chart. He also discussed page 401 of the budget booklet and reviewed the transfers in and
out of the general fund.
In response to Council Member Hitchcock, Mr. King stated the reductions in the 2008-09
budget will be accomplished as illustrated in the corresponding slide. He stated the
estimated revenues will lessen the margin of error because they are slightly more optimistic
instead of the usual conservative estimates.
In response to Council Member Hitchcock, Mr. King stated some Memorandums of
Understanding (MOU) may be opened for discussion in light of any CPI increases.
In response to Council Member Katzakian, Mr. King stated he is not sure if the MOUs are
for the 2009-10 year only and staff will return to Council with that pertinent information.
In response to Council Member Johnson, Electric Utility Director George Morrow stated the
average transfer amount for electric utilities is 5% to 15%, with California running on the
higher average side at 10%.
In response to Council Member Hitchcock, Mr. King stated the gas franchise fee will go up
as gas prices rise in correspondence to the rate structure, the TOT rate predictions take
into account the opening of the Hampton Inn on July 1" and related room occupancy times
a 6% rate, and adjustments may be made mid -year as necessary.
In response to Council Member Hitchcock, Deputy City Manager Jim Krueger confirmed
that the estimated actuals are based on year-end estimated actuals.
In response to Council Member Hitchcock, Budget Manager Kirk Evans stated that, with
respect to the self-insurance reduction, actuarials show that only $1.5 million is needed and
a little over $1 million will be reduced as a result. Ms. Hitchcock stated how much reserve
is needed for self-insurance was previously discussed as a policy item and will need to be
considered as well.
In response to Council Member Hitchcock, Fire Chief Mike Pretz stated the net decrease of
$450,000 since last year includes overtime and training budget reductions.
In response to Council Member Hitchcock, Police Chief David Main confirmed that there is
an approximate $400,000 savings from the lieutenant, jailer/dispatcher, police officer, and
records clerk frozen positions.
In response to Council Member Johnson, Chief Main stated the jailer/dispatcher positions
are assigned special assignments, including court liaison, and the one being kept open is
for evidence technician.
In response to Council Member Hitchcock, Mr. Krueger stated that the 2002 COPs were
previously designated as non -departmental and will now be allocated to the affected
departments based on where the money was utilized.
W
Continued April 30, 2008
In response to Council Member Johnson and Council Member Hitchcock, Mr. Krueger and
Mr. King provided an overview of each allocation, including what the debt was incurred for,
the amount, and to which department it will be allocated.
In response to Council Member Johnson, Mr. Krueger stated Slide 32 covers enterprise
zone obligations under donations and special events.
In response to Mayor Mounce, Mr. Krueger stated staff will provide an accounting of the
non -department comparisons and transfers in the budget presentation.
In response to Council Member Hitchcock, Mr. King and Mr. Krueger stated page 401
displays the general fund contributions to special revenues and the numbers are based on
what the historical numbers of contribution have been for certain departments including
community center, library, and recreation.
In response to Council Member Johnson, Mr. King stated parks still remain fully funded with
the general fund and additional revenues go to support recreation.
Discussion ensued between Council Member Hitchcock and Mr. King regarding the need to
layout the budget in an understandable format to show both expenditures and revenues.
In response to Council Member Hitchcock, Mr. Krueger stated the non -departmental line on
page 33 shows the transfers listed on page 401 including those to the Library, Community
Development, and the Community Center, which were all listed in the general fund.
In response to Council Member Hitchcock, Mr. King and Mr. Krueger confirmed the budget
and treasury divisions are listed separately. Discussion also ensued regarding economic
development, Downtown Lodi Business Partnership, Lodi Conference and Visitors' Bureau,
San Joaquin County enterprise zone, and the School Street debt service.
In response to Council Member Hitchcock, City Clerk Johl stated the majority of the
$86,000 increase is due to the $55,000 to $60,000 anticipated cost for the upcoming
November 2008 election and the funds allocated for training the boards, committees, and
commissions.
In response to Council Member Hitchcock, Mr. Krueger stated the equipment increase in
the Parks and Recreation budget includes vehicle maintenance.
In response to Council Member Hitchcock, Mr. King stated the budget will be reviewed in
detail department by department at the May 7, 2008, City Council meeting.
In response to Mayor Mounce, Mr. Evans stated prior year totals showing specific details
are not present for the Special Revenue Funds because this is the first year for the set-up.
He stated they are detailed in the General Fund from previous years.
In response to Mayor Mounce, Mr. King stated the decrease in the personnel number on
page 276 reflects the reduction of a director position, which is proposed to be budgeted at
half time for the Community Center and half time for the Parks and Recreation Department.
In response to Council Member Hitchcock, Mr. King stated individuals have not been moved
between the Parks and Recreation Department and the Community Center with the
exception of the director position. Community Center Director Jim Rodems stated some of
the reclassified positions included on page 7 were discussed prior to any merger
considerations. Mr. King and Mr. Rodems reviewed the administrative clerk, building
services/event coordinator, and facilities maintenance worker positions with respect to
transfers and job descriptions.
3
Continued April 30, 2008
In response to Mayor Mounce, Mr. Rodems stated changeovers for events are completed
by part-time staff and there is onsite supervision of building services.
In response to Council Member Johnson, Mr. Rodems stated the Arts Event Coordinator is
the position filled by Deanie Bridewell, which is a part-time position on a temporary full-time
assignment. He stated Deanie Bridewell is the liaison for the Arts (bmmission and the
Commission also receives office support through the liaison.
In response to Council Member Hitchcock, Mr. Rodems provided an overview of the part-
time position assigned to the Foundation and the decrease of assistance to the Foundation
with respect to managing the books because they are a 501(c)(3) organization.
In response to Council Member Johnson, Mr. Rodems stated the part-time person assigned
to the Foundation was Linda McEnerney.
In response to Council Member Hitchcock, Mr. Rodems stated the Arts Event Coordinator
position filled by Deanie Bridewell handles a variety of tasks including those associated
with event logistics and client dealings. He also stated that the position currently filled by
Diane Amaral handles the 2"d largest revenue stream with respect to classes, catalogs, and
class instructor contracts.
In response to Council Member Hitchcock, Mr. Rodems stated that the Administrative
Secretary position is proposed to be filled at an Administrative Clerk level due to the actual
support needed in that position and nature of the tasks required.
RECESS
At 8:55 p.m., Mayor Mounce called for a recess, and the City Council meeting reconvened at
9:06 p.m.
B. REGULAR CALENDAR
B-2 In response to Council Member Johnson, Police Chief Main stated that all four
(Cont'd.) dispatcher/jailer positions will be trained to handle fire calls. He stated one position will be
a supervising and training position.
In response to Council Member Hitchcock, Chief Main stated they do not have a need to
hire an additional dispatcher/jailer for coverage purposes alone because the positions are
assigned to a variety of assignments and can be brought in for coverage. He stated the
unfilled dispatcher/jailer position will be used in the future for crime analysis.
In response to Council Member Hitchcock, Public Works Director Wally Sandelin stated
the department added a Junior Engineer position and upgraded the Engineering Technician
position. Mr. Sandlin stated some departmental efforts decreased in light of the slow down
in the development community. He stated with respect to services, there may be a slow
down in service with respect to design of infrastructure and the water meter program.
Discussion ensued between Council Member Johnson and Mr. Sandelin regarding metering
requiring some effort with plans and specifications for installations, analysis of payment
considerations for approximately two-thirds of the City, the 2026 compliance deadline, the
2010 compliance deadline, and the accelerated program status.
In response to Council Member Hitchcock, Mr. Sandelin stated infrastructure may slow
down as well.
In response to Mayor Mounce, Mr. Sandelin stated staff will bring back the cost
considerations for infrastructure and water meters in July.
al
Continued April 30, 2008
In response to Mayor Mounce, Mr. Sandelin stated that the departmental position changes
were primarily a result of attrition and positions that were already frozen. Mr. King confirmed
that there were no layoffs in the City.
In response to Council Member Hitchcock, Mr. Morrow provided an overview of the
personnel changes in the Electric Utility, stating that, although there is a transfer of
managers and a few title changes, there are no salary changes.
In response to Council Member Hitchcock, Mr. Krueger stated the majority of the
$5.5 million figure is from the Roseville sale.
In response to Council Member Hitchcock, Mr. Morrow stated the debt service next year
will be reduced by approximately $2.5 million; although, that figure may change some
depending upon market conditions.
In response to Council Member Hitchcock, Mr. Morrow and Mr. Krueger confirmed that
there is nothing unique in the Electric Utility budget, including any refinancing.
In response to Council Member Hitchcock, Mr. King confirmed that the connection fee for
Flag City will be approximately $2 million.
In response to Council Member Hitchcock, Mr. Krueger stated the infrastructure
replacement is accounted for in numbers on page 48, with the exception that it does not
include the Central Plume litigation.
Discussion ensued between Council Member Hitchcock, Mr. Krueger, and Mr. King
regarding Library transfers, funds as shown on page 50, capital improvement project, and
General Fund and outside sources to support the same.
In response to Council Member Hitchcock, Mr. King stated approximately $650,000 was
provided from the Library reserve fund to assist with the improvement project.
In response to Mayor Mounce, Mr. King stated staff will bring back details of the CDBG
funds allocated to City projects as requested.
In response to Council Member Hitchcock, Mr. Krueger stated staff will bring back actuarial
studies for self-insurance when they are completed in August or September as requested.
In response to Council Member Hitchcock, Mr. Sandelin stated some projects require a
building of the war chest with funds before they can be spent down on the larger projects.
In response to Council Member Hitchcock, Mr. Krueger stated the water services
organizational chart is on page 183 of the budget booklet.
Discussion ensued between Council Member Hitchcock and Mr. King regarding including
dollars associated with general fund considerations, a summary sheet, training cost
reductions, financial costs for Police Department positions, effect of not funding a director
position, debt service, and identifying any other concerns with a dollar figure.
In response to Mayor Mounce, Mr. Krueger stated the amortization schedule for debts and
loans is covered in the Comprehensive Annual Financial Report, a copy of which can be
provided again.
MOTION / VOTE:
There was no Council action taken on this matter.
5
Continued April 30, 2008
C. ADJOURNMENT
There being no further business to come before the City Council, the meeting was adjourned at
10:14 p.m.
ATTEST:
Randi Johl
City Clerk
Con