HomeMy WebLinkAboutMinutes - May 5, 2015 SSLODI CITY COUNCIL
SHIRTSLEEVE SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, MAY 5, 2015
A. Roll Call by City Clerk
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held
Tuesday, May 5, 2015, commencing at 7:00 a.m.
Present: Council Member Kuehne, Council Member Mounce, Council Member Nakanishi,
Mayor Pro Tempore Chandler, and Mayor Johnson
Absent: None
Also Present: City Manager Schwabauer, City Attorney Magdich, and City Clerk Ferraiolo
B. Topic(s)
B-1 Receive Presentation Regarding Fiscal Year 2015/16 Budget (CM)
Deputy City Manager Jordan Ayers provided a PowerPoint presentation on the Fiscal Year
2015/16 budget. Specific topics of discussion included overview, housing, residential
development, commercial development, employment, labor relations, California Public
Employees Retirement System (Cal -PERS) projections, General Fund revenue, top ten General
Fund revenue sources, sales tax, property tax, in -lieu franchise (PILOT), in -lieu - vehicle license
fees, operating transfers, fund balance, and reserve status. Mr. Ayers stated that draft budgets
will likely be available by the end of next week and that the budget adoption is scheduled for
June 10.
In response to Mayor Johnson, City Manager Schwabauer stated that there has been no
discussion about curtailing residential development during the drought, adding that it would be
difficult to justify denying units that are entitled, but there would be options with new units. In
further response, Mr. Schwabauer stated that the State would also be unable to prohibit
development of units that are fully entitled, unless it pays the value of what was condemned.
In response to Council Member Mounce, Mr. Schwabauer agreed that the State could, however,
require developers to install "purple pipe," among other things, as long as it did not regulate
beyond the economic value of the property.
In response to Council Member Mounce, Mr. Ayers stated that Cal -PERS produces actuarial
tables on an annual basis and the numbers in the report reflect the latest figures that were
published last October or November. Council Member Mounce stated that, at the last League of
California Cities board meeting, it was reported that Cal -PERS would be refreshing its numbers
relating to cities within the next week or so. Mr. Schwabauer and Mr. Ayers explained that there is
a two- to three-year lag between economic performance and actual adjustment to the numbers,
meaning, for example, the 2016/17 forward projections are based on 2013/14 actual results.
Mr. Schwabauer stated staff will monitor Cal -PERS reports for any adjustments to the numbers.
In response to Council Member Kuehne, Mr. Schwabauer explained the one-time triple flip close-
out payment, stating that the State, because it was unable to borrow money to bond its
projects, traded sales tax for property tax 20 years ago and issued bonds against the revenue.
The triple flip is the final payment.
In response to Council Member Kuehne, Mr. Ayers explained that Transient Occupancy Tax
revenue is reported on a fiscal year basis by the City; however, Visit Lodi! reports the revenue on
a calendar year basis, which would explain the difference between the two agency reports.
In response to Council Member Mounce, Mr. Ayers confirmed that the figures associated with
future settled bargaining agreements will be carried forward, factored into the budget, and shown
in the operating transfers.
In response to Council Member Mounce, Mr. Schwabauer stated that authorization to use
economic reserve funds would be a Council decision, adding that at the current time staff is not
planning to bring a recommendation forth to use those reserve dollars for the cleaning and
lighting issues associated with the upcoming Amgen tour. He stated it would create a burden to
determine methods of replenishing the fund. He agreed that the reserve fund was an option that
was open for Council discussion.
In response to Council Member Mounce, Mr. Schwabauer confirmed that the browned -out Fire
Engine No. 1 is currently in next year's budget at $275,000 and if Council wanted to fund the
engine full time, it would have that option.
Council Member Mounce questioned if the City could use Digital Infrastructure and Video
Competition Act of 2006 (DIVCA) funds to broadcast the Council meetings in Spanish, to which
Mr. Ayers responded that staff would look into it as there are restrictions on use of those
funds; primarily for capital expenses. Council Member Mounce requested that the concept be
discussed at the upcoming City Council goal setting session.
Mayor Johnson agreed that the concept of televising meetings in Spanish is sensible; however,
he stated there are other aspects to consider to ensure this effort is economically viable, including
how many people watch the meetings or request agendas in alternate languages and what is the
Hispanic population, as well as the population of residents who speak other languages. He
pointed out that quite often only one individual utilizes the assistance of the translators at Council
meetings. Mayor Johnson shared that he visited the website for the City of Bell, which has an
80 percent Hispanic population, and there was no reference of meetings or agendas in Spanish.
Council Member Mounce pointed out that the City of Bell currently has Spanish-speaking council
members who speak Spanish at the meetings; however, it previously had an all English-speaking
council and staff, which alienated 80 percent of its population by not being inclusive. She stated
that, until City representatives begin speaking the language of its citizens on a regular basis and
making the environment more welcoming, it will continue to function as a non-inclusive
atmosphere, which the City has an opportunity to rectify.
In response to Council Member Kuehne, Mr. Schwabauer stated that DIVCA replaces the former
franchise fee that cities placed on cable companies for regulated service in the community. Cities
had differing requirements or levels of the franchise fee, and cable companies requested state
legislature eliminate franchise fees and instead establish a uniform fee that all companies would
follow in communities across the board. Mr. Ayers confirmed that the DIVCA fee is one percent.
In further response, Mr. Schwabauer stated that DIVCA funds can be used for public messages,
broadcasting of Council meetings, local access channels, and public service announcements.
In response to Council Member Nakanishi, Mr. Schwabauer stated that Comcast currently pays
for transmission of Council meeting broadcasts and the City pays for infrastructure. Council
Member Nakanishi suggested staff contact Comcast to see if it has the ability to broadcast the
meetings in Spanish.
Council Member Mounce stated that all options should be explored including whether Comcast
can broadcast in Spanish, as well as providing translators at Council meetings on a regular basis.
Council Member Nakanishi questioned if there was data available to determine how many people
watch the televised Council meetings, as he believed it would be a relatively small number, and
he was hesitant to spend money on a solution that may not reach a reasonable number of users.
Council Member Mounce stated it would be prudent for the City to move toward an inclusive
relationship with the community by addressing the language barrier, pointing out that there is a
group of California voters who are forcing cities to move to district elections, versus at -large
2
elections. Many Central Valley cities spent millions of dollars going through the process of holding
a special election to move to district elections, only to have it fail on the ballot, after which the
group sues the city and forces it to do so after losing in court. She further shared there is a
Senate Bill in legislation that, if approved, would give cities the option to change to district
elections by ordinance action instead of a special election, which would be a significant cost
savings to cities.
C. Comments by Public on Non -Agenda Items
None.
D. Adjournment
No action was taken by the City Council. The meeting was adjourned at 7:44 a.m.
ATTEST:
Jennifer M. Ferraiolo
City Clerk
AGENDA ITEM
CITY OF LODI
COUNCIL COMMUNICATION
TM
AGENDA TITLE: Receive Presentation Regarding Fiscal Year 2015/16 Budget
MEETING DATE: May 5, 2015
PREPARED BY: Deputy City Manager
B so I
RECOMMENDED ACTION: Receive presentation regarding Fiscal Year 2015/16 budget.
BACKGROUND INFORMATION: The Fiscal Year (FY) 2015/16 budget is built on a number of basic
economic assumptions.
The draft budget is on schedule to be released for public review in mid-May, with adoption of the
document scheduled for early June.
In advance of publication of the document, staff is planning a series of presentations that will provide
Council and the public with the basic parameters that form the foundation of the budget.
Today's discussion will focus on general economic parameters and general fund revenues.
FISCAL IMPACT: General Fund revenues are expected to be $46,708,260, an increase of
$3,117,200 over the prior year.
JA/ja
Jordan Ayers
Deputy City Manager
APPROVED:
Step en Schwaibatee, City Manager
16 Budget
City Council Shirtsleeve
Session
May 5, 2015
Overview
■ General Economic Conditions
■ General Fund Revenue
■ Fund Balance
Housing J
■ Property values increasing
o Highest values since 2007
■ Foreclosures lower than surrounding
areas
0 0.04% in Lodi; 0.06% in San Joaquin
County; 0.09% in California; 0.09%
nationally
Source: RealtyTrac 3
Development J
■ Impact fee program assumes 50 units
per year for next 5 years
■ Residential
■ Rose Gate under construction (232 units)
■ Reynolds Ranch (227 units)
■ Van Ruiten (200 units)
0
Development J
■ Commercial
o Reynolds Ranch
■ New junior majors
o Dick's Sporting Goods; PetSmart; Boot Barn; Ross;
Home Goods
o Wal Mart
■ Permit ready for 3 months
5
Em loyment
■ Unemployment down over prior year
0 9.0%
for
Lodi
0 6.5%
for
State
0 9.5%
for
San Joaquin County
(March 2015, Employment Development Department)
11
Labor Relations
■ 5 bargaining group agreements open
■ Negotiations on-going
■ Budget built assuming no changes to
existing agreements
o Any changes will be incorporated into the
mid -year budget update
7
PERS Projections
2015 16
2016 11'
2017/18*
2018/19*
2019/20*
2020/21*
Miscellaneous 19.9940
21.6%
22.9%
24.3%
25.7%
25.5%
Safety
40.81(1% 44.4% 46.8%
Estimated Cost $8,4M $9.4M $10. 1M
Projected rates from PERS includingmortalityadjustments
49.1%
51.5%
51.8%
$10.9M $11.6M $11.8M
General Fund Revenue
FY 2015/16 $46,708,1260
FY 2014/15 $43,591,1060
Increase $3,117,200
Top Ten General Fund 1
Revenue Sources
Description
FY 2015/16
FY 2014/15
Difference
51031 Sa I es & Use Tax
$111774,880
$10,190,000
$1,584,880
51011 Property Taxes
$9,200,030
$8,502,480
$697,550
51081 In -lieu Franchise
$7,082,070
$7,033,360
$48,710
56003 In -lieu - VLF
$417479120
$41410,350
$336,770
500010 pe rating Tra n sf a rs In
$4,0007000
$4,000,000
$0
54361 Rent
$1,508,210
$1,531,500
($23,290)
53207 Late Pmt- Ut i I i t i e s
$11200,000
$1,200,000
$0
51036 Business License Tax
$11100,000
$1,180,000
($80,000)
51051 Waste Removal Franchise
$1,025,000
$1,027,920
($2,920)
51034 Transient Occupancy Tax
$600,000
$550,000
$50,000
10
Sales Tax
■ Budgeted year over year increase of
$1,584,880
0 15.6% increase over prior year budget
0 9.6% increase over prior year estimated
receipts
o Includes $767,000 one-time triple flip
close-out payment
11
Property Tax J
■ Year over year increase of $697,550
0 7.9% increase over FY 2014/15 budget
0 5.0% increase over FY 2014/15
estimated receipts
12
In -Lieu Franchise (PILOT) J
■ Year over year increase of $48,710
■ 2007 Council adopted formula based
upon increase in accounts
■ 0.69% increase (177 accounts)
13
In -Lieu - VLF
■ Year over year increase of $336,770
0 7.6%
increase over FY
2014/15
budget
0 4.7%
increase over FY
2014/15
estimated receipts
14
Operating Transfers
■ Same as prior year
15
Fund Balance J
■ Reserve Policy places 8% of revenues
into Catastrophic Reserve
■ Next 8% of revenues into Economic
Reserve
■ Available through Council action
16
Reserve Status
Estimated Fund Balance, June 30, 2015
Net Revenues/(Expenditures)
Estimated Fund Balance, June 30, 2016
Allocation of Estimated Fund Balance June 30, 2016
Catastrophic Reserve
Economic Reserve
Total Target Reserves
Settled Labor Agreements (through 12/31/17)
Available (includes a pprox. $300,000 for DI VCA)
Total Fund Balance
$1-0,692,396
(154, 280)
$10,538,116
$3,736,661
3,736,661
7,473, 322
1,365,440
1,699,354
$10,538,116
17