HomeMy WebLinkAboutMinutes - April 26, 2016 SSLODI CITY COUNCIL
SHIRTSLEEVE SESSION
CARNEGIE FORUM, 305 WEST PINE STREET
TUESDAY, APRIL 26, 2016
A. Roll Call by City Clerk
An Informal Informational Meeting ("Shirtsleeve" Session) of the Lodi City Council was held
Tuesday, April 26, 2016, commencing at 7:01 a.m.
Present: Council Member Johnson, Council Member Mounce, and Mayor Pro Tempore Kuehne
Absent: Council Member Nakanishi, and Mayor Chandler
Also Present: City Manager Schwabauer, City Attorney Magdich, and City Clerk Ferraiolo
B. Topic(s)
B-1 Receive Presentation Regarding Fiscal Year 2016/17 Budget (CM)
Deputy City Manager Jordan Ayers provided a PowerPoint presentation regarding the Fiscal Year
2016/17 budget. Specific topics of discussion included overview, housing, development,
employment, labor relations, California Public Employees Retirement System (Cal -PERS)
projections, General Fund revenues, top ten General Fund revenue sources, sales tax, property
tax, in -lieu franchise (PILOT), in -lieu - VLF, operating transfers, fund balance, and reserve status.
In response to Mayor Pro Tempore Kuehne, City Manager Schwabauer stated that he expects
the old Wal-Mart building will submit plans within the next six months and be completed within the
following eight months. He stated that staff has a concept of what is in Wal-Mart, but beyond that,
no specific numbers on how many jobs will be created.
In response to Council Member Mounce, Mr. Ayers stated that staff does not have the exact
number on the impact of sick leave for part-time employees. The part-time sick leave law went
into effect July 1, 2015, and through March 31, 2016, part-timers used 480 hours of sick leave at
roughly $7,000; however, the unknown component is how often another part-time employee
covered those hours of the sick employee versus not covering the shift of the absent employee.
Staff would need to meet with each department to ascertain those figures. At this time, there are
part-time employees who have sick leave on the books, which is a potential liability of over
$36,000. Part-time sick leave is on a use -it -or -lose -it basis, and if an employee returns, the leave
can still be applied.
In response to Council Member Mounce, Mr. Schwabauer explained that the Cal -PERS
projections have increased, but staff has the five-year projection and is currently reviewing the
data to see if the City can meet the higher rates.
Council Member Mounce questioned how the City could have 179 new utility accounts, to which
Mr. Ayers explained that the number is a combination of new houses and businesses, adding that
a new business coming into town counts as a new one, even though there is a net zero.
In response to Council Member Mounce, Mr. Ayers explained that Digital, Infrastructure, and
Video Competition Act (DIVCA) funds are restricted to capital purchases used to get the City's
message out to the public. For example, the funds could be used to repair the projector at the
Carnegie Forum, but not to replace chairs or wallpaper.
In response to Mayor Pro Tempore Kuehne, Mr. Schwabauer stated that DIVCA funding could be
used for WiFi at Hutchins Street Square only if it is used to project a message to a televised
audience.
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Council Member Mounce stated there was a time when Council held some contentious meetings
at Hutchins Street Square and suggested DIVCA funding could be used for something like that if
the facility were used in that manner with greater frequency. Mr. Schwabauer stated there have
been some improvements at the Square paid for with DIVCA funds as it is Council's secondary
televised meeting point, but each project needs to be evaluated on its own merits. In response to
Council Member Mounce, Mr. Schwabauer stated he believed there was no policing agency over
the Act and use of funds. Parks, Recreation, and Cultural Services Director Jeff Hood stated that
DIVCA money can be used to build secondary television studios or for access and stated that the
fiber optic system from the Carnegie Forum to Comcast could be extended to include the Square
if televised meetings were held there or for the broadcast of local content. It could also help pay
for infrastructure for video contact at other facilities, such as the Grape Bowl and Lodi Lake, to
enhance broadcast capabilities.
In response to Council Member Johnson, Mr. Ayers stated the DIVCA fund grows annually by
roughly $100,000. Council Member Johnson stressed that there needs to be a plan on how to use
the funding because the account continues to grow rapidly. Mr. Hood stated that, when he served
as the Communications Specialist, he was more involved in managing the program for local
access, but since his reassignment four years ago, this program is not overseen by anyone. He
stated that, if there is Council interest, staff can do a team approach and develop a plan on how
to use the funding.
Council Member Mounce stated that the sound from televised Council meetings is poor and it
should be improved to ensure the broadcast is consistent. Mr. Hood stated that some of the
sound issues can be attributed to operator error.
Council Member Johnson agreed that there is an issue with the sound of the televised meetings
and further suggested using DIVCA funding to upgrade the City's website, which is a
communication tool that would benefit the community. Mr. Ayers stated this issue is on staff's
radar to update, but there is no in-house talent to design a website and it would need to be a
scheduled project. Mr. Schwabauer added that DIVCA funds may not be the source for this
project, but staff would look into it. The purpose of DIVCA funds is to get the message out to the
public via cable communication and comes from a fee to the cable companies as a result of their
impact on the community.
Council Member Mounce requested that staff break down the in -lieu franchise increase and what
the methodology was behind the 179 new accounts and send her the information. She further
requested once again that staff look into the League of California Cities accounting software and
plug in the City's numbers to see if it mirrors staffs projections.
Mike Lusk suggested that DIVCA funding could be used to televise Shirtsleeve Sessions as many
of the topics presented are detailed, only to be glossed over at the televised Council meeting.
With regard to sick leave for part-time employees, he questioned how much money was spent in
overtime to cover those shifts. Mr. Ayers explained that, in the case of part-time employees, those
shifts that were covered would be at the same rate of the part-time employee because they do
not accrue overtime.
Alex Aliferis questioned if the City has considered using private services for various functions,
stating that many states have successful private -public relationships to manage city functions and
bring down costs. He expressed concern over the Cal -PERS projections, particularly if the
economy worsens.
Mike Carouba suggested the City should include growth rate and general fund information
from other communities and compare them to Lodi to assess the needs. If a community is
growing at a small percentage but drawing down at double the rate, the growth is on the top end
and additional funding is needed. He believed this analysis would help the public understand why
the City does not have all of the things it wants.
Council Member Mounce stated that the public voted for the 2 percent growth rate and, in
comparison to other cities that had high development, when the economy crashed Lodi did not
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suffer as greatly as others. Lodi was at the bottom on foreclosures.
Mr. Carouba stated he was comfortable with a 2 percent growth rate, but, in reality, the growth
rate is 0.1 percent, and Lodi needs to discover a way to get more money.
C. Comments by Public on Non -Agenda Items
None.
D. Adjournment
No action was taken by the City Council. The meeting was adjourned at 7:37 a.m.
ATTEST:
Jennifer M. Ferraiolo
City Clerk
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TM
CITY OF LODI
COUNCIL COMMUNICATION
AGENDA ITEM
AGENDA TITLE: Receive Presentation Regarding Fiscal Year 2016/17 Budget
MEETING DATE: April 26, 2016
PREPARED BY: Deputy City Manager
B-1
RECOMMENDED ACTION: Receive presentation regarding Fiscal Year 2016/17 budget.
BACKGROUND INFORMATION: The Fiscal Year (FY) 2016/17 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 $46,916,020, an increase of $207,760
over the prior year.
JA/ja
APPROVED:
Jordan Ayers
Deputy City Manager
Stephen Sch auer, City Manager
[LFiscal Year 2016/17 Budget1
Presentation
City Council Shirtsleeve
Session
April 26, 2016
[Overview
General Economic Conditions
General Fund Revenue
Fund Balance
[Housing
Property values holding
o No change from 2015
o Highest values since 2007
Foreclosures lower than surrounding
areas
0.03% in Lodi; 0.10% in San Joaquin
County; 0.08% in California; 0.08%
nationally
Source: RealtyTrac
[Development
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)
Vintner Square (57 units)
[Development
Commercial
o Reynolds Ranch
New junior majors
Dick's Sporting Goods (under construction);
PetSmart; Boot Barn; Ross; Home Goods
o La Quints
Opening in 2017
[Development
Commercial (cont.)
o Lodi Shopping Center
WalMart opening late June/early July
Other pads
Ulta Cosmetics, Buffalo Wild Wings; Jamba Juice;
Panda Express; Blaze Pizza; McDonalds, KFC
WalMart reuse ---Hobby Lobby, Party Store, Petco
[Employment
Unemployment down over prior year
o 8.3%forLodi
o 5.4%forState
o 8.8% for San Joaquin County
(March 2016, Employment Development Department)
[Labor Relations
All bargaining groups under contract
through 12/31/2017
Budget includes impact of agreements
o Planned drawdown of General Fund
reserves in excess of reserve target in
2016/17 and 2017/18
Minimum wage increase effective
1/1/17
[PERS Projections
2016/17 2011/18* 2018/19* 2019/20* 2020/21* 2021/22*
Miscellaneous 21.797% 23.1% 25.6% 27.4% 27.7% 28.3%
Safety 44.754% 41.1% 50.7% 53.7% 54.5% 55.2%
Estimated Cost $9,2M $10.2N $11.2M $12.3M $12,8N $13,4V
*projected
rates from PERS actuarial report
[General Fund Revenue
FY 2016/17 $46,916,020
FY 2015/16 $46,708,260
Increase $207,760
[Top Ten General Fund
Revenue Sources
Description
FY 2016/17
FY 2015/16
Difference
51031 Sales & Use Tax
$11,526,070
$11,774,880
($248,810)
51011 Property Taxes
$9,496,810
$9,200,030
$296,780
51081 In -lieu Franchise
$7,131,330
$7,082,070
$49,260
56003 In -lieu - VLF
$4,896,230
$4,746,120
$150,110
50001 Operating Transfers In
$4,000,000
$4,000,000
$0
54361 Rent
$1,525,000
$1,508,210
$16,790
53207 Late Pmt -Utilities
$1,165,000
$1,200,000
($35,000)
51036 Business License Tax
$1,150,000
$1,100,000
$50,000
51051 Waste Removal Franchise
$1,040,000
$1,025,000
$15,000
51034 Transient Occupancy Tax
$650,000
$600,000
$50,000
[Sales Tax
Budgeted year over year decrease of
$248,810
o 2.1 % decrease from prior year budget
o 3.5% increase over prior year estimated
receipts
Net increase of $518,190 over prior year
base
Prior year included $767,000 one-time triple
flip close-out payment
[Property Tax
Year over year increase of $296,780
o 3.2% increase over FY 2015/16 budget
o 3.8% increase over FY 2015/16
estimated receipts
[In -Lieu Franchise (PILOT)
Year over year increase of $49,260
2007 Council adopted formula based
upon increase in accounts
0.70% increase (179 accounts)
[In -Lieu - VLF
Year over year increase of $150,110
o 3.2% increase over FY 2015/16 budget
o 3.5% increase over FY 2015/16
estimated receipts
[Operating Transfers
Same as prior year
[Fund Balance
Reserve Policy places 8% of revenues
into Catastrophic Reserve
Next 8% of revenues into Economic
Reserve
Available through Council action
[Reserve Status
Estimated Fund Balance, June 30, 2016 $10,359,298
Net Revenues/(Expenditures) (1,564,090)
Estimated Fund Balance, June 30, 2016 $8,795,208
Allocation of Estimated Fund Balance June 30, 2017
Catastrophic Reserve $3,753,282
Economic Reserve 3,753,282
Total Target Reserves 7,506,564
Settled Labor Agreements (through 12/31/17) 943,350
DIVCA 345,294
Total Fund Balance $8,795,208
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CQuestions?
Jennifer Ferraiolo
From: Steve Schwabauer
Sent: Tuesday, April 26, 2016 4:25 PM
To: City Council
Cc: Jennifer Ferraiolo
Subject: FW: Jobs Created
Attachments: Super-Walmart.pdf
In response to Council member Kuehne's question this morning...
From: Craig Hoffman
Sent: Tuesday, April 26, 2016 2:31 PM
To: Jordan Ayers
Cc: Steve Schwabauer
Subject: RE: Jobs Created
Reynolds Ranch
Dick's will generate 75 new job.
Boot Barn will generate 25 — 30 new jobs.
Super-Walmart looked at retail sales not jobs.
111 million in first years in retail sales.
Let me see what Aaron or Vic have to say at Reynolds Ranch.
Thank you,
Craig Hoffman
City Planner
City Of Lodi - Community Development
221 West Pine Street
P.O. Box 3006
Lodi CA, 95241-1910
Tel: 209-333-6800 Ex. 2649
From: Jordan Ayers
Sent: Tuesday, April 26, 2016 1:47 PM
To: Craig Hoffman
Cc: Steve Schwabauer
Subject: Jobs Created
Craig
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Do you have any information about the number of jobs that will be created by the new commercial developments at
Reynolds Ranch and Lodi Shopping Center? Council asked about this in the shirtsleeve today.
Jordan Ayers
Deputy City Manager/Internal Services Director
City of Lodi
221 W. Pine Street
Lodi, CA 95240
Phone (209) 333-6700
Fax (209) 333-6807
E -Mail jayers,r7a lodi.dov
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Jennifer Ferraiolo
From: Jordan Ayers
Sent: Monday, May 09, 2016 12:04 PM
To: City Council
Cc: Steve Schwabauer; Janice Magdich
Subject: Follow-up from 4/26 Budget Shirtsleeve
Councilmembers
I had two questions to follow-up with Council from the 4/26 shirtsleeve.
1. How many jobs will the new businesses bring?
Staff estimates that the new businesses will bring about 200 jobs to Lodi.
2. What are the calculations behind the PILOT number?
The formula is as follows:
Prior year Pilot x (6-30-15 total electric accounts billed/6-30-14 total accounts billed)
For FY 2016/17, the numbers are:
$7,082,070 x (25,912/25,733) = $7,131,330
It should be noted that the metric used is `total accounts billed' in the month ofJune for each year, This metric
will generate a number that is higher than our actual customer count as a single location could account for 2
accounts billed during a month (example: customer leaves in June and receives a final bill and new customer
starts in June and receives a first bill for the same location; this would yield a count of 2 accounts billed for the
month). This methodology has been used consistently since the PILOT was established in 2007,
Let me know if you need further information.
Jordan Ayers
Deputy City Manager/Internal Services Director
City of Lodi
221 W. Pine Street
Lodi, CA 95240
Phone (209) 333-6700
Fax (209) 333-6807
E -Mail jayersCcr7,lodi.gov
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